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Unilever PLC (UL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Fisher Asset Management, LLC
INCREASED
Shares25,158,470 from 24,693,472
Change+464,998 (+2%)
Value$1.5B (+$43.3M)
Filed 2026-11-06
Dimensional Fund Advisors LP
INCREASED
Shares5,423,880 from 4,808,071
Change+615,809 (+13%)
Value$329.4M (+$40.3M)
Filed 2026-11-04
Hamlin Capital Management, LLC
DECREASED
Shares2,660,722 from 2,722,721
Change-61,999 (-2%)
Value$161.6M (-$2.1M)
Filed 2026-10-08
Thrivent Financial for Lutherans
INCREASED
Shares2,644,204 from 2,643,486
Change+718 (+0%)
Value$160.6K (-$158.8M)
Filed 2026-11-05
Saratoga Research & Investment Management
INCREASED
Shares2,018,122 from 1,986,430
Change+31,692 (+2%)
Value$122.6M (+$3.1M)
Filed 2026-10-16
Equity Investment Corp
INCREASED
Shares2,012,258 from 1,996,952
Change+15,306 (+1%)
Value$122.2M (+$2.1M)
Filed 2026-11-04
LPL Financial LLC
INCREASED
Shares1,880,892 from 1,712,505
Change+168,387 (+10%)
Value$114.2M (+$11.3M)
Filed 2026-11-06
Munich Reinsurance Co Stock Corp in Munich
DECREASED
Shares1,508,358 from 1,531,084
Change-22,726 (-1%)
Value$91.6M (-$446.2K)
Filed 2026-10-30
Allspring Global Investments Holdings, LLC
INCREASED
Shares1,472,502 from 1,438,344
Change+34,158 (+2%)
Value$87.7M (+$150.9K)
Filed 2026-11-04
Everett Harris & Co
INCREASED
Shares1,425,458 from 1,418,743
Change+6,715 (+0%)
Value$86.6M (+$1.3M)
Filed 2026-10-28
Bank of New York Mellon Corp
INCREASED
Shares952,906 from 943,718
Change+9,188 (+1%)
Value$57.9M (+$1.1M)
Filed 2026-11-05
Truist Financial Corp
INCREASED
Shares684,211 from 680,642
Change+3,569 (+1%)
Value$41.6M (+$632.0K)
Filed 2026-10-30
Cooke & Bieler LP
DECREASED
Shares673,584 from 1,231,189
Change-557,605 (-45%)
Value$40.9M (-$33.1M)
Filed 2026-10-21
Oppenheimer Asset Management Inc.
DECREASED
Shares615,487 from 630,098
Change-14,611 (-2%)
Value$37.4M (-$503.0K)
Filed 2026-10-27
Assetmark, Inc
INCREASED
Shares546,499 from 479,181
Change+67,318 (+14%)
Value$33.2M (+$4.4M)
Filed 2026-10-21
Reynders McVeigh Capital Management, LLC
INCREASED
Shares526,885 from 413,512
Change+113,373 (+27%)
Value$32.0M (+$7.1M)
Filed 2026-10-30
Creative Planning
INCREASED
Shares514,074 from 452,555
Change+61,519 (+14%)
Value$31.2M (+$4.0M)
Filed 2026-11-02
Nykredit A/S
NEW
Shares490,781
Change+490,781
Value$29.8M
Filed 2026-11-06
Factory Mutual Insurance Co
INCREASED
Shares472,457 from 375,457
Change+97,000 (+26%)
Value$28.7M (+$6.1M)
Filed 2026-10-30
Cardinal Capital Management, Inc.
INCREASED
Shares450,494 from 441,818
Change+8,676 (+2%)
Value$27.4M (+$796.4K)
Filed 2026-10-16
PNC Financial Services Group, Inc.
INCREASED
Shares413,117 from 389,025
Change+24,092 (+6%)
Value$25.1M (+$1.7M)
Filed 2026-11-06
Russell Investments Group, Ltd.
INCREASED
Shares389,237 from 224,451
Change+164,786 (+73%)
Value$23.6M (+$10.1M)
Filed 2026-11-06
Compagnie Lombard Odier SCmA
UNCHANGED
Shares346,666 from 346,666
Change0 (0%)
Value$21.1M (+$211.5K)
Filed 2026-11-04
Grandfield & Dodd, LLC
INCREASED
Shares335,587 from 333,475
Change+2,112 (+1%)
Value$20.4M (+$331.7K)
Filed 2026-10-29
Kestra Advisory Services, LLC
INCREASED
Shares331,750 from 319,661
Change+12,089 (+4%)
Value$20.1M (+$929.2K)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares309,110 from 298,018
Change+11,092 (+4%)
Value$12.6M (+$558.6K)
Filed 2026-10-13
Commonwealth Equity Services, LLC
INCREASED
Shares298,853 from 288,656
Change+10,197 (+4%)
Value$18.1M (+$795.3K)
Filed 2026-11-02
TD Waterhouse Canada Inc.
DECREASED
Shares282,555 from 288,725
Change-6,170 (-2%)
Value$16.8M (-$752.2K)
Filed 2026-10-16
Yacktman Asset Management LP
INCREASED
Shares257,223 from 241,192
Change+16,031 (+7%)
Value$15.6M (+$1.1M)
Filed 2026-11-02
Crossmark Global Holdings, Inc.
DECREASED
Shares242,360 from 249,912
Change-7,552 (-3%)
Value$14.7M (-$306.2K)
Filed 2026-10-21
Sanders Capital, LLC
DECREASED
Shares227,515 from 235,435
Change-7,920 (-3%)
Value$13.8M (-$337.4K)
Filed 2026-11-02
ProVise Management Group, LLC
DECREASED
Shares205,202 from 207,550
Change-2,348 (-1%)
Value$12.5M (-$16.0K)
Filed 2026-11-06
QV Investors Inc.
DECREASED
Shares203,243 from 206,353
Change-3,110 (-2%)
Value$12.3K (-$12.4M)
Filed 2026-10-20
Sustainable Growth Advisers, LP
DECREASED
Shares195,902 from 310,450
Change-114,548 (-37%)
Value$11.9M (-$6.8M)
Filed 2026-10-15
Eldred Rock Partners, LLC
INCREASED
Shares184,221 from 182,828
Change+1,393 (+1%)
Value$11.2M (+$196.1K)
Filed 2026-10-13
Modera Wealth Management, LLC
DECREASED
Shares163,102 from 167,403
Change-4,301 (-3%)
Value$9.9M (-$159.0K)
Filed 2026-10-28
Matthew Goff Investment Advisor, LLC
NEW
Shares161,829
Change+161,829
Value$9.8M
Filed 2026-10-13
Keystone Financial Planning, Inc.
DECREASED
Shares160,199 from 160,522
Change-323 (0%)
Value$9.7M (+$78.3K)
Filed 2026-10-08
Rockland Trust Co
DECREASED
Shares157,790 from 162,239
Change-4,449 (-3%)
Value$9.6M (-$171.2K)
Filed 2026-10-05
Savant Capital, LLC
INCREASED
Shares156,852 from 94,330
Change+62,522 (+66%)
Value$9.5M (+$3.7M)
Filed 2026-11-06
Boston Common Asset Management, LLC
DECREASED
Shares152,611 from 152,726
Change-115 (0%)
Value$9.3M (+$86.2K)
Filed 2026-10-13
American Assets Investment Management, LLC
UNCHANGED
Shares151,111 from 151,111
Change0 (0%)
Value$9.2M (+$92.2K)
Filed 2026-10-30
Levin Capital Strategies, L.P.
DECREASED
Shares146,713 from 146,847
Change-134 (0%)
Value$8.9M (+$81.6K)
Filed 2026-11-02
Allworth Financial LP
INCREASED
Shares139,125 from 134,968
Change+4,157 (+3%)
Value$8.4M (+$249.9K)
Filed 2026-11-06
Moran Wealth Management, LLC
INCREASED
Shares136,746 from 130,112
Change+6,634 (+5%)
Value$8.3M (+$482.3K)
Filed 2026-10-22
Cullen Investment Group, Ltd.
INCREASED
Shares134,681 from 121,295
Change+13,386 (+11%)
Value$8.5M (+$1.2M)
Filed 2026-10-13
Nicholas Company, Inc.
UNCHANGED
Shares133,958 from 133,958
Change0 (0%)
Value$8.1M (+$81.7K)
Filed 2026-11-05
ABC Arbitrage SA
INCREASED
Shares131,541 from 120,651
Change+10,890 (+9%)
Value$8.0M (+$734.9K)
Filed 2026-10-23
Advocate Group LLC
INCREASED
Shares130,198 from 125,795
Change+4,403 (+4%)
Value$7.9M (+$344.1K)
Filed 2026-10-19
Cantor Fitzgerald Investment Advisors L.P.
INCREASED
Shares130,048 from 122,201
Change+7,847 (+6%)
Value$7.9M (+$551.1K)
Filed 2026-10-21
GFS Advisors, LLC
INCREASED
Shares128,169 from 124,896
Change+3,273 (+3%)
Value$7.8M (+$7.8M)
Filed 2026-11-03
Citigroup Inc
INCREASED
Shares118,795 from 108,601
Change+10,194 (+9%)
Value$7.2M (+$685.3K)
Filed 2026-11-04
Davenport & Co LLC
INCREASED
Shares115,421 from 102,866
Change+12,555 (+12%)
Value$7.0M (+$825.2K)
Filed 2026-10-14
Ethic Inc.
INCREASED
Shares114,713 from 100,961
Change+13,752 (+14%)
Value$7.0M (+$896.8K)
Filed 2026-11-03
Gilman Hill Asset Management, LLC
INCREASED
Shares112,736 from 111,932
Change+804 (+1%)
Value$6.8M (+$117.1K)
Filed 2026-10-13
Stablepoint Partners, LLC
INCREASED
Shares112,715 from 97,951
Change+14,764 (+15%)
Value$6.8M (+$956.4K)
Filed 2026-11-03
Nixon Peabody Trust Co
DECREASED
Shares111,418 from 112,184
Change-766 (-1%)
Value$6.8M (+$21.9K)
Filed 2026-10-23
US Bancorp \de\
INCREASED
Shares109,464 from 103,342
Change+6,122 (+6%)
Value$6.6M (+$434.8K)
Filed 2026-11-05
NewSquare Capital LLC
INCREASED
Shares107,473 from 103,888
Change+3,585 (+3%)
Value$6.5M (+$281.1K)
Filed 2026-11-06
Martin Capital Partners, LLC
DECREASED
Shares106,682 from 106,785
Change-103 (0%)
Value$6.5M (+$58.9K)
Filed 2026-10-07
Quadrant Capital Group LLC
INCREASED
Shares106,677 from 79,694
Change+26,983 (+34%)
Value$6.7M (+$1.9M)
Filed 2026-10-20
NorthCrest Asset Manangement, LLC
INCREASED
Shares106,064 from 104,535
Change+1,529 (+1%)
Value$6.6M (+$194.0K)
Filed 2026-10-13
Clean Yield Group
DECREASED
Shares103,191 from 103,553
Change-362 (0%)
Value$6.3M (+$41.2K)
Filed 2026-10-28
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares99,314 from 106,169
Change-6,855 (-6%)
Value$6.0K (-$6.4M)
Filed 2026-11-02
Northside Capital Management, LLC
UNCHANGED
Shares98,614 from 98,614
Change0 (0%)
Value$6.0M (+$60.2K)
Filed 2026-10-13
Atria Investments, Inc
INCREASED
Shares98,329 from 93,823
Change+4,506 (+5%)
Value$6.0M (+$330.9K)
Filed 2026-10-15
Baker Chad R
INCREASED
Shares96,777 from 96,377
Change+400 (+0%)
Value$5.9M (+$83.1K)
Filed 2026-10-22
Todd Asset Management LLC
DECREASED
Shares95,425 from 95,495
Change-70 (0%)
Value$5.8M (+$54.0K)
Filed 2026-10-27
Allen Capital Group, LLC
INCREASED
Shares93,091 from 92,870
Change+221 (+0%)
Value$5.7M (+$70.1K)
Filed 2026-10-27
Coston, McIsaac & Partners
DECREASED
Shares92,404 from 95,582
Change-3,178 (-3%)
Value$5.6M (-$134.3K)
Filed 2026-11-06
Hennessy Advisors Inc
UNCHANGED
Shares91,044 from 91,044
Change0 (0%)
Value$5.5M (+$55.5K)
Filed 2026-10-28
Pinkerton Wealth, LLC
INCREASED
Shares90,821 from 81,607
Change+9,214 (+11%)
Value$5.5M (+$866.4K)
Filed 2026-10-29
Gradient Investments LLC
INCREASED
Shares90,135 from 86,208
Change+3,927 (+5%)
Value$5.5M (+$291.1K)
Filed 2026-10-08
Butensky & Cohen Financial Security, Inc
INCREASED
Shares89,392 from 86,756
Change+2,636 (+3%)
Value$5.4M (+$213.0K)
Filed 2026-10-13
True Freedom Investing, LLC
INCREASED
Shares89,287 from 79,194
Change+10,093 (+13%)
Value$5.4M (+$910.7K)
Filed 2026-10-29
Hamilton Point Investment Advisors, LLC
INCREASED
Shares89,097 from 88,808
Change+289 (+0%)
Value$5.4M (+$71.7K)
Filed 2026-11-03
Azzad Asset Management Inc
INCREASED
Shares88,805 from 82,072
Change+6,733 (+8%)
Value$5.4M (+$459.0K)
Filed 2026-11-04
Lorne Steinberg Wealth Management Inc.
DECREASED
Shares88,656 from 88,776
Change-120 (0%)
Value$5.4M (+$46.9K)
Filed 2026-10-23
Kornitzer Capital Management Inc
DECREASED
Shares85,053 from 155,130
Change-70,077 (-45%)
Value$5.2M (-$4.2M)
Filed 2026-11-03
Farther Finance Advisors, LLC
DECREASED
Shares83,846 from 108,261
Change-24,415 (-23%)
Value$5.1M (-$1.4M)
Filed 2026-10-08
Kavar Capital Partners Group, LLC
DECREASED
Shares81,981 from 83,168
Change-1,187 (-1%)
Value$5.0M (-$21.4K)
Filed 2026-11-06
Third View Private Wealth, LLC
INCREASED
Shares81,923 from 79,702
Change+2,221 (+3%)
Value$5.0M (+$183.5K)
Filed 2026-10-30
Guyasuta Investment Advisors Inc
DECREASED
Shares77,561 from 86,003
Change-8,442 (-10%)
Value$4.7M (-$460.2K)
Filed 2026-10-15
MacKenzie Financial Corp
INCREASED
Shares76,857 from 52,076
Change+24,781 (+48%)
Value$4.7M (+$1.5M)
Filed 2026-11-02
Zions Bancorporation, National Association
DECREASED
Shares76,694 from 94,351
Change-17,657 (-19%)
Value$4.7M (-$1.0M)
Filed 2026-11-06
Autumn Glory Partners, LLC
UNCHANGED
Shares75,070 from 75,070
Change0 (0%)
Value$4.6M (+$45.8K)
Filed 2026-10-26
Keybank National Association
INCREASED
Shares73,229 from 66,691
Change+6,538 (+10%)
Value$4.4M (+$437.7K)
Filed 2026-11-04
Founders Financial Securities LLC
INCREASED
Shares71,302 from 70,254
Change+1,048 (+1%)
Value$4.3M (+$106.5K)
Filed 2026-10-28
XML Financial, LLC
DECREASED
Shares69,777 from 70,415
Change-638 (-1%)
Value$4.2M (+$4.2K)
Filed 2026-10-29
TD Private Client Wealth LLC
INCREASED
Shares67,749 from 60,034
Change+7,715 (+13%)
Value$4.1M (+$505.2K)
Filed 2026-10-28
IFP Advisors, Inc
INCREASED
Shares67,515 from 66,896
Change+619 (+1%)
Value$4.1M (+$78.4K)
Filed 2026-10-16
Bonness Enterprises Inc
NEW
Shares66,985
Change+66,985
Value$4.1M
Filed 2026-10-08
Euro Pacific Asset Management, LLC
DECREASED
Shares65,811 from 65,892
Change-81 (0%)
Value$4.0M (+$4.0M)
Filed 2026-11-03
Choreo, LLC
INCREASED
Shares62,921 from 56,994
Change+5,927 (+10%)
Value$3.8M (+$394.7K)
Filed 2026-10-28
Davis-Rea Ltd.
INCREASED
Shares61,403 from 60,960
Change+443 (+1%)
Value$3.7M (+$64.1K)
Filed 2026-10-13
Concurrent Investment Advisors, LLC
DECREASED
Shares60,886 from 64,207
Change-3,321 (-5%)
Value$3.7M (-$162.5K)
Filed 2026-10-16
Old Port Advisors
INCREASED
Shares58,091 from 54,734
Change+3,357 (+6%)
Value$3.5M (+$237.3K)
Filed 2026-10-23
Slocum, Gordon & Co LLP
DECREASED
Shares57,990 from 58,181
Change-191 (0%)
Value$3.5M (+$23.9K)
Filed 2026-10-19
Foresight Capital Management Advisors, Inc.
INCREASED
Shares56,040 from 54,738
Change+1,302 (+2%)
Value$3.4M (+$112.4K)
Filed 2026-10-27
D.A. Davidson & Co.
INCREASED
Shares55,818 from 52,442
Change+3,376 (+6%)
Value$3.4M (+$237.0K)
Filed 2026-10-28
apricus wealth, LLC
DECREASED
Shares55,727 from 55,965
Change-238 (0%)
Value$3.4M (+$19.7K)
Filed 2026-10-26
TrueMark Investments, LLC
INCREASED
Shares55,550 from 48,218
Change+7,332 (+15%)
Value$3.4M (+$474.7K)
Filed 2026-11-05
Grey Ledge Advisors, LLC
INCREASED
Shares55,080 from 54,302
Change+778 (+1%)
Value$3.3M (+$80.4K)
Filed 2026-11-02
Vise Technologies, Inc.
INCREASED
Shares54,502 from 34,199
Change+20,303 (+59%)
Value$3.3M (+$1.3M)
Filed 2026-10-29
Evergreen Capital Management LLC
INCREASED
Shares54,277 from 53,404
Change+873 (+2%)
Value$3.3M (+$85.6K)
Filed 2026-10-23
MGO One Seven LLC
INCREASED
Shares53,749 from 53,039
Change+710 (+1%)
Value$3.3M (+$75.5K)
Filed 2026-10-28
Hall Laurie J Trustee
INCREASED
Shares53,104 from 53,097
Change+7 (+0%)
Value$3.2M (+$32.8K)
Filed 2026-10-06
Beacon Financial Group
DECREASED
Shares51,714 from 57,733
Change-6,019 (-10%)
Value$3.1M (-$330.3K)
Filed 2026-10-19
Signaturefd, LLC
INCREASED
Shares49,414 from 44,834
Change+4,580 (+10%)
Value$3.0M (+$305.5K)
Filed 2026-10-23
Verdence Capital Advisors LLC
INCREASED
Shares48,578 from 45,733
Change+2,845 (+6%)
Value$3.0M (+$200.7K)
Filed 2026-10-26
Merit Financial Group, LLC
INCREASED
Shares48,036 from 43,077
Change+4,959 (+12%)
Value$2.9M (+$327.5K)
Filed 2026-11-06
Tweedy, Browne Co LLC
DECREASED
Shares47,118 from 49,084
Change-1,966 (-4%)
Value$2.9M (-$89.5K)
Filed 2026-11-04
Courier Capital LLC
INCREASED
Shares46,884 from 45,308
Change+1,576 (+3%)
Value$2.8M (+$123.3K)
Filed 2026-10-19
Great Lakes Retirement, Inc.
INCREASED
Shares46,497 from 20,295
Change+26,202 (+129%)
Value$2.8M (+$1.6M)
Filed 2026-10-26
CIBC Asset Management Inc
INCREASED
Shares46,140 from 45,171
Change+969 (+2%)
Value$2.8M (+$84.3K)
Filed 2026-11-05
Redmond Asset Management, LLC
INCREASED
Shares45,994 from 44,515
Change+1,479 (+3%)
Value$2.8M (+$117.0K)
Filed 2026-10-27
Portside Wealth Group, LLC
DECREASED
Shares45,652 from 45,772
Change-120 (0%)
Value$2.8M (+$20.6K)
Filed 2026-10-20
Catalyst Capital Advisors LLC
UNCHANGED
Shares44,303 from 44,303
Change0 (0%)
Value$2.7M (+$27.0K)
Filed 2026-11-02
Americana Partners, LLC
INCREASED
Shares43,901 from 41,181
Change+2,720 (+7%)
Value$2.7M (+$190.3K)
Filed 2026-10-28
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares43,756 from 41,736
Change+2,020 (+5%)
Value$2.7M (+$148.1K)
Filed 2026-10-14
Naples Global Advisors, LLC
DECREASED
Shares43,656 from 44,306
Change-650 (-1%)
Value$2.7M (-$12.4K)
Filed 2026-11-05
Benedict Financial Advisors Inc
DECREASED
Shares43,289 from 43,619
Change-330 (-1%)
Value$2.6M (+$6.5K)
Filed 2026-10-07
Elevation Point Wealth Partners, LLC
INCREASED
Shares43,162 from 40,527
Change+2,635 (+7%)
Value$2.6M (+$184.8K)
Filed 2026-11-05
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED
Shares43,100 from 43,224
Change-124 (0%)
Value$2.6M (+$18.8K)
Filed 2026-10-23
Park Avenue Securities LLC
INCREASED
Shares42,413 from 40,989
Change+1,424 (+3%)
Value$2.6K (-$2.5M)
Filed 2026-10-26
Cardinal Capital Management
INCREASED
Shares42,385 from 39,489
Change+2,896 (+7%)
Value$2.6M (+$200.0K)
Filed 2026-10-21
Pathway Financial Advisers, LLC
DECREASED
Shares41,667 from 42,173
Change-506 (-1%)
Value$2.5M (-$5.0K)
Filed 2026-10-27
Ritholtz Wealth Management
INCREASED
Shares41,556 from 39,344
Change+2,212 (+6%)
Value$2.5M (+$158.3K)
Filed 2026-11-05
HB Wealth Management, LLC
INCREASED
Shares41,142 from 40,771
Change+371 (+1%)
Value$2.5M (+$47.4K)
Filed 2026-10-23
Columbus Macro, LLC
INCREASED
Shares40,791 from 39,828
Change+963 (+2%)
Value$2.5M (+$82.8K)
Filed 2026-10-14
Regatta Capital Group, LLC
INCREASED
Shares39,705 from 39,086
Change+619 (+2%)
Value$2.4M (+$61.5K)
Filed 2026-10-23
Lineweaver Wealth Advisors, LLC
INCREASED
Shares38,057 from 36,226
Change+1,831 (+5%)
Value$2.3M (+$133.3K)
Filed 2026-10-13
Carolina Wealth Advisors, LLC
INCREASED
Shares37,950 from 37,516
Change+434 (+1%)
Value$2.3M (+$49.2K)
Filed 2026-10-23
Klein Pavlis & Peasley Financial, Inc.
DECREASED
Shares37,747 from 39,339
Change-1,592 (-4%)
Value$2.3M (-$72.7K)
Filed 2026-10-13
Fulton Bank, N.A.
INCREASED
Shares37,694 from 34,531
Change+3,163 (+9%)
Value$2.3M (+$213.2K)
Filed 2026-10-14
First Bank & Trust
INCREASED
Shares37,450 from 24,894
Change+12,556 (+50%)
Value$2.3M (+$777.7K)
Filed 2026-10-19
Natural Investments, LLC
DECREASED
Shares37,218 from 37,894
Change-676 (-2%)
Value$2.3M (-$17.7K)
Filed 2026-11-06
Three Bridge Wealth Advisors, LLC
INCREASED
Shares36,777 from 36,080
Change+697 (+2%)
Value$2.2M (+$64.3K)
Filed 2026-11-05
Pinnacle Associates LTD
DECREASED
Shares36,218 from 36,793
Change-575 (-2%)
Value$2.2M (-$12.4K)
Filed 2026-10-20
Lido Advisors, LLC
INCREASED
Shares36,173 from 34,061
Change+2,112 (+6%)
Value$2.2M (+$149.0K)
Filed 2026-11-04
Wilmington Savings Fund Society, FSB
DECREASED
Shares35,891 from 36,760
Change-869 (-2%)
Value$2.2M (-$30.4K)
Filed 2026-10-23
Auxano Advisors, LLC
DECREASED
Shares35,704 from 37,340
Change-1,636 (-4%)
Value$2.2M (-$76.6K)
Filed 2026-11-06
Pavion Blue Capital, LLC
DECREASED
Shares35,616 from 39,095
Change-3,479 (-9%)
Value$2.2M (-$187.4K)
Filed 2026-11-05
Moors & Cabot, Inc.
DECREASED
Shares35,204 from 35,923
Change-719 (-2%)
Value$2.1M (-$21.8K)
Filed 2026-11-06
Diversify Advisory Services, LLC
DECREASED
Shares34,794 from 38,407
Change-3,613 (-9%)
Value$2.2M (-$107.6K)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares34,794 from 38,407
Change-3,613 (-9%)
Value$2.2M (-$107.6K)
Filed 2026-10-20
Parr Mcknight Wealth Management Group, LLC
DECREASED
Shares34,471 from 36,977
Change-2,506 (-7%)
Value$2.1M (-$129.6K)
Filed 2026-10-30
Beacon Bank & Trust
DECREASED
Shares33,959 from 42,436
Change-8,477 (-20%)
Value$2.1M (-$488.9K)
Filed 2026-10-27
Norden Group LLC
DECREASED
Shares33,440 from 34,916
Change-1,476 (-4%)
Value$2.0M (-$68.3K)
Filed 2026-10-20
Kanawha Capital Management LLC
DECREASED
Shares33,421 from 34,651
Change-1,230 (-4%)
Value$2.0M (-$53.6K)
Filed 2026-10-19
Diversified Management Inc
INCREASED
Shares32,874 from 6,436
Change+26,438 (+411%)
Value$2.0M (+$1.6M)
Filed 2026-10-08
Temasek Holdings (Private) Ltd
DECREASED
Shares31,798 from 38,926
Change-7,128 (-18%)
Value$1.9M (-$409.1K)
Filed 2026-10-28
Quadcap Wealth Management, LLC
INCREASED
Shares31,443 from 29,805
Change+1,638 (+6%)
Value$1.9M (+$117.6K)
Filed 2026-11-02
Compound Planning, Inc.
INCREASED
Shares30,915 from 22,337
Change+8,578 (+38%)
Value$1.9M (+$534.6K)
Filed 2026-11-05
Nicholas Hoffman & Company, Llc.
INCREASED
Shares30,741 from 30,612
Change+129 (+0%)
Value$1.9M (+$26.5K)
Filed 2026-10-30
Lester Murray Antman dba SimplyRich
DECREASED
Shares30,573 from 30,646
Change-73 (0%)
Value$1.9M (+$14.7K)
Filed 2026-11-06
Gibbs Wealth Management
INCREASED
Shares30,406 from 26,199
Change+4,207 (+16%)
Value$1.8M (+$271.4K)
Filed 2026-10-22
Raleigh Capital Management Inc.
INCREASED
Shares30,220 from 26,169
Change+4,051 (+15%)
Value$1.8M (+$262.0K)
Filed 2026-10-28
Aaron Wealth Advisors LLC
INCREASED
Shares29,935 from 24,957
Change+4,978 (+20%)
Value$1.8M (+$317.5K)
Filed 2026-10-13
Prospera Financial Services Inc
INCREASED
Shares29,813 from 6,602
Change+23,211 (+352%)
Value$1.9M (+$1.5M)
Filed 2026-11-04
Deutsche Bank Ag\
DECREASED
Shares29,764 from 31,727
Change-1,963 (-6%)
Value$1.8M (-$99.9K)
Filed 2026-11-06
SkyOak Wealth, LLC
DECREASED
Shares29,706 from 33,380
Change-3,674 (-11%)
Value$1.8M (-$202.8K)
Filed 2026-10-28
Guardian Wealth Management, Inc.
DECREASED
Shares29,551 from 30,172
Change-621 (-2%)
Value$1.8M (-$19.3K)
Filed 2026-10-30
Parallel Advisors, LLC
INCREASED
Shares29,264 from 27,572
Change+1,692 (+6%)
Value$1.8M (+$119.5K)
Filed 2026-11-03
Value Partners Investments Inc.
INCREASED
Shares29,234 from 26,001
Change+3,233 (+12%)
Value$1.8M (+$217.7K)
Filed 2026-10-19
Delta Capital Management LLC
INCREASED
Shares29,036 from 22,807
Change+6,229 (+27%)
Value$1.8K (+$392)
Filed 2026-10-16
Oppenheimer & Co Inc
DECREASED
Shares28,978 from 29,087
Change-109 (0%)
Value$1.8M (+$11.1K)
Filed 2026-10-26
Townsend & Associates, Inc
DECREASED
Shares28,738 from 28,756
Change-18 (0%)
Value$1.9M (+$118.4K)
Filed 2026-10-23
Guardian Partners Inc.
DECREASED
Shares28,605 from 29,424
Change-819 (-3%)
Value$1.7M (-$31.8K)
Filed 2026-10-21
Westhampton Capital, LLC
DECREASED
Shares28,339 from 28,960
Change-621 (-2%)
Value$1.7M (-$20.0K)
Filed 2026-10-30
Regions Financial Corp
DECREASED
Shares28,025 from 28,041
Change-16 (0%)
Value$1.7M (+$16.1K)
Filed 2026-11-05
Altman Advisors, Inc.
DECREASED
Shares27,158 from 28,401
Change-1,243 (-4%)
Value$1.6M (-$58.2K)
Filed 2026-11-05
Gamma Investing LLC
INCREASED
Shares26,625 from 22,077
Change+4,548 (+21%)
Value$1.6M (+$289.7K)
Filed 2026-10-08
Trust Co of Vermont
DECREASED
Shares26,371 from 26,809
Change-438 (-2%)
Value$1.6M (-$10.2K)
Filed 2026-10-21
Abundance Wealth Counselors
INCREASED
Shares26,312 from 24,232
Change+2,080 (+9%)
Value$1.6M (+$141.1K)
Filed 2026-10-26
ICW Investment Advisors LLC
DECREASED
Shares25,750 from 27,684
Change-1,934 (-7%)
Value$1.6M (-$100.5K)
Filed 2026-10-27
Prime Capital Investment Advisors, LLC
INCREASED
Shares25,370 from 24,792
Change+578 (+2%)
Value$1.5M (+$50.2K)
Filed 2026-10-20
Pullen Investment Management, LLC
INCREASED
Shares25,191 from 25,157
Change+34 (+0%)
Value$1.5M (+$17.4K)
Filed 2026-10-23
LVW Advisors, LLC
NEW
Shares24,444
Change+24,444
Value$1.5M
Filed 2026-10-19
Pacifica Partners Inc.
DECREASED
Shares24,375 from 24,447
Change-72 (0%)
Value$1.5M (-$75.6K)
Filed 2026-10-09
KCM Investment Advisors LLC
DECREASED
Shares24,217 from 24,344
Change-127 (-1%)
Value$1.5M (+$7.1K)
Filed 2026-10-27
Arvest Investments, Inc.
DECREASED
Shares24,139 from 24,153
Change-14 (0%)
Value$1.5M (+$13.9K)
Filed 2026-10-21
Tectonic Advisors LLC
DECREASED
Shares22,866 from 23,818
Change-952 (-4%)
Value$1.4M (-$43.2K)
Filed 2026-10-22
HF Advisory Group, LLC
DECREASED
Shares22,316 from 43,377
Change-21,061 (-49%)
Value$1.4M (-$1.3M)
Filed 2026-10-09
GC Wealth Management RIA, LLC
NEW
Shares22,222
Change+22,222
Value$1.3M
Filed 2026-11-02
Hedges Asset Management LLC
UNCHANGED
Shares22,150 from 22,150
Change0 (0%)
Value$1.3M (+$13.5K)
Filed 2026-10-29
First Affirmative Financial Network
NEW
Shares21,458
Change+21,458
Value$1.3M
Filed 2026-10-21
Ativo Capital Management LLC
DECREASED
Shares21,206 from 21,207
Change-1 (0%)
Value$1.3M (+$12.9K)
Filed 2026-10-27
Axxcess Wealth Management, LLC
INCREASED
Shares21,112 from 11,524
Change+9,588 (+83%)
Value$1.3M (+$589.3K)
Filed 2026-10-21
Hurley Capital, LLC
INCREASED
Shares20,343 from 19,653
Change+690 (+4%)
Value$1.2M (+$53.9K)
Filed 2026-11-05
Avidian Wealth Enterprises, LLC
DECREASED
Shares19,845 from 23,959
Change-4,114 (-17%)
Value$1.2M (-$235.2K)
Filed 2026-10-08
AUA Capital Management, LLC
UNCHANGED
Shares19,539 from 19,539
Change0 (0%)
Value$1.2M (+$11.9K)
Filed 2026-10-15
Parrish Capital LLC
INCREASED
Shares19,522 from 17,871
Change+1,651 (+9%)
Value$1.2M (+$111.2K)
Filed 2026-10-01
Aviance Capital Partners, LLC
DECREASED
Shares19,240 from 19,862
Change-622 (-3%)
Value$1.2M (-$25.7K)
Filed 2026-10-29
Mitchell & Pahl Private Wealth, LLC
INCREASED
Shares19,130 from 18,140
Change+990 (+5%)
Value$1.2M (+$71.2K)
Filed 2026-10-14
Kimelman & Baird, LLC
UNCHANGED
Shares18,796 from 18,796
Change0 (0%)
Value$1.1M (+$11.5K)
Filed 2026-11-03
Vontobel Holding Ltd.
DECREASED
Shares18,652 from 18,802
Change-150 (-1%)
Value$1.1M (+$2.5K)
Filed 2026-10-16
Frank, Rimerman Advisors LLC
INCREASED
Shares18,451 from 18,413
Change+38 (+0%)
Value$1.1M (+$13.5K)
Filed 2026-10-16
Salvus Wealth Management, LLC
UNCHANGED
Shares18,427 from 18,427
Change0 (0%)
Value$1.1M (+$11.2K)
Filed 2026-10-13
Barclays PLC
DECREASED
Shares18,210 from 36,381
Change-18,171 (-50%)
Value$1.1M (-$1.1M)
Filed 2026-11-06
Midwest Trust Co
INCREASED
Shares18,185 from 17,508
Change+677 (+4%)
Value$1.1M (+$51.8K)
Filed 2026-10-22
Tred Avon Family Wealth, LLC
INCREASED
Shares18,126 from 18,078
Change+48 (+0%)
Value$1.1M (+$13.9K)
Filed 2026-10-20
Radnor Capital Management, LLC
UNCHANGED
Shares17,905 from 17,905
Change0 (0%)
Value$1.1M (+$10.9K)
Filed 2026-10-23
GoalVest Advisory LLC
INCREASED
Shares17,859 from 17,173
Change+686 (+4%)
Value$1.1M (+$52.1K)
Filed 2026-10-02
Burkett Asset Management Ltd
DECREASED
Shares17,766 from 18,166
Change-400 (-2%)
Value$1.1M (-$13.2K)
Filed 2026-10-13
Fourpath Capital Management, LLC
INCREASED
Shares17,620 from 16,040
Change+1,580 (+10%)
Value$1.1M (+$105.7K)
Filed 2026-10-19
Royal Palms Capital LLC
DECREASED
Shares17,606 from 32,992
Change-15,386 (-47%)
Value$1.1M (-$914.3K)
Filed 2026-10-23
J.W. Cole Advisors, Inc.
DECREASED
Shares17,551 from 19,122
Change-1,571 (-8%)
Value$1.1M (-$83.7K)
Filed 2026-11-05
Split Creek LLC DBA Split Creek Capital LLC
UNCHANGED
Shares17,155 from 17,155
Change0 (0%)
Value$1.0M (+$10.5K)
Filed 2026-11-02
Apollon Wealth Management, LLC
DECREASED
Shares17,056 from 22,260
Change-5,204 (-23%)
Value$1.0M (-$302.5K)
Filed 2026-10-23
Hennion & Walsh Asset Management, Inc.
DECREASED
Shares16,933 from 18,170
Change-1,237 (-7%)
Value$1.0M (-$64.0K)
Filed 2026-10-13
Baker Tilly Wealth Management, LLC
INCREASED
Shares16,895 from 16,455
Change+440 (+3%)
Value$1.0M (+$36.8K)
Filed 2026-10-05
SBI Securities Co., Ltd.
DECREASED
Shares16,780 from 17,718
Change-938 (-5%)
Value$1.0M (-$46.2K)
Filed 2026-10-22
Unique Wealth Strategies, LLC
UNCHANGED
Shares16,625 from 16,625
Change0 (0%)
Value$999.5K ($0)
Filed 2026-10-13
Meriwether Wealth & Planning, LLC
DECREASED
Shares16,468 from 16,521
Change-53 (0%)
Value$1.0M (+$6.9K)
Filed 2026-10-13
EPG Wealth Management LLC
INCREASED
Shares16,390 from 14,180
Change+2,210 (+16%)
Value$995.4K (+$142.9K)
Filed 2026-11-03
Applied Finance Capital Management, LLC
INCREASED
Shares16,326 from 16,034
Change+292 (+2%)
Value$991.5K (+$27.5K)
Filed 2026-11-03
Legacy Capital Wealth Partners, LLC
DECREASED
Shares16,249 from 16,407
Change-158 (-1%)
Value$986.8K (+$380)
Filed 2026-10-21
Avior Wealth Management, LLC
DECREASED
Shares15,835 from 17,769
Change-1,934 (-11%)
Value$961.7K (-$106.6K)
Filed 2026-10-13
Kestra Private Wealth Services, LLC
DECREASED
Shares15,820 from 15,865
Change-45 (0%)
Value$960.7K (+$6.9K)
Filed 2026-11-06
Inlet Private Wealth, LLC
UNCHANGED
Shares15,552 from 15,552
Change0 (0%)
Value$944.5K (+$9.5K)
Filed 2026-10-21
Ascentis Independent Advisors
INCREASED
Shares14,996 from 898
Change+14,098 (+1570%)
Value$910.7K (+$856.7K)
Filed 2026-11-03
Columbia Asset Management
DECREASED
Shares14,865 from 16,135
Change-1,270 (-8%)
Value$902.8K (-$67.3K)
Filed 2026-10-19
Bailard, Inc.
INCREASED
Shares14,793 from 14,547
Change+246 (+2%)
Value$898.4K (+$23.8K)
Filed 2026-10-13
Dynamic Advisor Solutions LLC
DECREASED
Shares14,787 from 60,884
Change-46,097 (-76%)
Value$898.0K (-$2.8M)
Filed 2026-10-13
Clearstead Advisors, LLC
INCREASED
Shares14,747 from 12,509
Change+2,238 (+18%)
Value$895.4K (+$143.4K)
Filed 2026-11-06
Lane Brothers & Co Inc
UNCHANGED
Shares14,635 from 14,635
Change0 (0%)
Value$888.8K (+$8.9K)
Filed 2026-11-02
Thompson Siegel & Walmsley LLC
UNCHANGED
Shares14,572 from 14,572
Change0 (0%)
Value$885 (-$875.1K)
Filed 2026-11-05
Kathmere Capital Management, LLC
INCREASED
Shares14,524 from 10,118
Change+4,406 (+44%)
Value$882.1K (+$273.8K)
Filed 2026-10-20
Wynn Capital, LLC
DECREASED
Shares14,434 from 14,596
Change-162 (-1%)
Value$876.6K (-$935)
Filed 2026-10-13
SevenBridge Financial Group, LLC
DECREASED
Shares14,324 from 14,743
Change-419 (-3%)
Value$934.2K (+$6.0K)
Filed 2026-10-26
Jeppson Wealth Management, LLC
INCREASED
Shares14,306 from 14,294
Change+12 (+0%)
Value$868.8K (+$9.5K)
Filed 2026-10-20
Joel Isaacson & Co., LLC
DECREASED
Shares14,197 from 15,085
Change-888 (-6%)
Value$862.2K (-$44.7K)
Filed 2026-11-05
Y-Intercept (Hong Kong) Ltd
NEW
Shares14,017
Change+14,017
Value$851.3K
Filed 2026-10-16
Harrell Investment Partners, LLC
DECREASED
Shares13,995 from 14,898
Change-903 (-6%)
Value$849.9K (-$45.8K)
Filed 2026-10-15
Leisure Capital Management
INCREASED
Shares13,928 from 13,661
Change+267 (+2%)
Value$845.8K (+$24.5K)
Filed 2026-11-03
LCM Capital Management Inc
DECREASED
Shares13,891 from 13,938
Change-47 (0%)
Value$843.6K (+$5.7K)
Filed 2026-10-20
Cerro Pacific Wealth Advisors LLC
INCREASED
Shares13,589 from 8,277
Change+5,312 (+64%)
Value$825.2K (+$327.6K)
Filed 2026-10-22
Welch & Forbes LLC
UNCHANGED
Shares13,324 from 13,324
Change0 (0%)
Value$809.2K (+$8.1K)
Filed 2026-11-04
Profund Advisors LLC
INCREASED
Shares13,207 from 11,787
Change+1,420 (+12%)
Value$802.1K (+$93.4K)
Filed 2026-10-29
Curbstone Financial Management Corp
DECREASED
Shares12,974 from 13,684
Change-710 (-5%)
Value$787.9K (-$34.8K)
Filed 2026-10-21
AlphaCore Capital LLC
INCREASED
Shares12,913 from 8,060
Change+4,853 (+60%)
Value$784.2K (+$299.6K)
Filed 2026-11-04
Weatherly Asset Management L. P.
DECREASED
Shares12,824 from 12,978
Change-154 (-1%)
Value$778.8K (-$1.4K)
Filed 2026-10-20
Versant Capital Management, Inc
INCREASED
Shares12,700 from 10,194
Change+2,506 (+25%)
Value$771.3K (+$158.4K)
Filed 2026-10-02
Trust Point Inc.
INCREASED
Shares12,515 from 10,860
Change+1,655 (+15%)
Value$760.0K (+$107.1K)
Filed 2026-10-27
Manchester Capital Management LLC
DECREASED
Shares12,447 from 13,536
Change-1,089 (-8%)
Value$755.9K (-$57.9K)
Filed 2026-10-22
Riverwater Partners LLC
DECREASED
Shares12,422 from 12,581
Change-159 (-1%)
Value$754.4K (-$2.0K)
Filed 2026-11-03
Narwhal Capital Management
UNCHANGED
Shares12,398 from 12,398
Change0 (0%)
Value$752.9K (+$7.6K)
Filed 2026-11-04
Leonteq Securities AG
INCREASED
Shares12,341 from 1,113
Change+11,228 (+1009%)
Value$749.5K (+$682.6K)
Filed 2026-10-29
First Pacific Financial
INCREASED
Shares12,331 from 12,299
Change+32 (+0%)
Value$748.9K (+$9.5K)
Filed 2026-10-14
North Star Investment Management Corp.
INCREASED
Shares12,257 from 12,239
Change+18 (+0%)
Value$744.4K (+$8.5K)
Filed 2026-10-27
Eastern Bank
DECREASED
Shares12,249 from 16,440
Change-4,191 (-25%)
Value$743.9K (-$244.5K)
Filed 2026-10-05
Level Four Advisory Services, LLC
DECREASED
Shares12,136 from 12,861
Change-725 (-6%)
Value$737.1K (-$36.2K)
Filed 2026-11-06
Investment Research Partners LLC
INCREASED
Shares11,901 from 9,975
Change+1,926 (+19%)
Value$722.7K (+$123.0K)
Filed 2026-10-19
Blue Trust, Inc.
DECREASED
Shares11,834 from 13,959
Change-2,125 (-15%)
Value$718.7K (-$120.5K)
Filed 2026-10-15
Excalibur Management Corp
DECREASED
Shares11,831 from 11,839
Change-8 (0%)
Value$718.5K (+$6.7K)
Filed 2026-11-02
Larson Financial Group LLC
DECREASED
Shares11,781 from 11,853
Change-72 (-1%)
Value$715.4K (+$2.8K)
Filed 2026-11-05
Sigma Planning Corp
DECREASED
Shares11,773 from 14,237
Change-2,464 (-17%)
Value$715.0K (-$141.0K)
Filed 2026-10-23
Waldron Private Wealth LLC
DECREASED
Shares11,729 from 12,893
Change-1,164 (-9%)
Value$712.3K (-$62.8K)
Filed 2026-11-02
Boit C F David
NEW
Shares11,555
Change+11,555
Value$701.7K
Filed 2026-10-29
Israel Discount Bank of New York
UNCHANGED
Shares11,448 from 11,448
Change0 (0%)
Value$695.2K (+$7.0K)
Filed 2026-10-14
Raab & Moskowitz Asset Management LLC
DECREASED
Shares11,444 from 11,834
Change-390 (-3%)
Value$695.0K (-$16.5K)
Filed 2026-11-02
Northeast Investment Management
UNCHANGED
Shares11,377 from 11,377
Change0 (0%)
Value$690.9K (+$6.9K)
Filed 2026-10-30
Ceera Investments, LLC
DECREASED
Shares11,291 from 11,301
Change-10 (0%)
Value$685.7K (+$6.3K)
Filed 2026-11-02
Anchyra Partners LLC
INCREASED
Shares11,273 from 8,722
Change+2,551 (+29%)
Value$684.6K (+$160.2K)
Filed 2026-10-13
Mission Wealth Management, LP
DECREASED
Shares11,111 from 16,419
Change-5,308 (-32%)
Value$675.8K (-$311.3K)
Filed 2026-10-15
Mezzasalma Advisors, LLC
DECREASED
Shares11,083 from 11,129
Change-46 (0%)
Value$673.1K (+$4.0K)
Filed 2026-10-14
Valeo Financial Advisors, LLC
INCREASED
Shares11,052 from 10,245
Change+807 (+8%)
Value$671.2K (+$55.3K)
Filed 2026-10-08
Beutel, Goodman & Co Ltd.
DECREASED
Shares10,981 from 11,572
Change-591 (-5%)
Value$666 (-$694.3K)
Filed 2026-11-04
SmartHarvest Portfolios, LLC
INCREASED
Shares10,907 from 8,489
Change+2,418 (+28%)
Value$662.4K (+$152.0K)
Filed 2026-10-26
Brighton Jones LLC
INCREASED
Shares10,716 from 10,392
Change+324 (+3%)
Value$650.8K (+$26.0K)
Filed 2026-11-03
Conning Inc.
DECREASED
Shares10,689 from 11,049
Change-360 (-3%)
Value$649.1K (-$15.1K)
Filed 2026-10-27
Sagespring Wealth Partners, LLC
INCREASED
Shares10,655 from 8,337
Change+2,318 (+28%)
Value$647.1K (+$145.9K)
Filed 2026-10-22
May Hill Capital, LLC
INCREASED
Shares10,645 from 9,148
Change+1,497 (+16%)
Value$646.5K (+$96.5K)
Filed 2026-11-03
Aprio Wealth Management, LLC
INCREASED
Shares10,576 from 7,726
Change+2,850 (+37%)
Value$642.3K (+$177.8K)
Filed 2026-10-28
Greenleaf Trust
DECREASED
Shares10,409 from 10,923
Change-514 (-5%)
Value$632.1K (-$24.6K)
Filed 2026-10-29
Ascent Group, LLC
INCREASED
Shares10,282 from 8,542
Change+1,740 (+20%)
Value$624.4K (+$110.8K)
Filed 2026-10-30
Xponance LLC
INCREASED
Shares10,258 from 9,231
Change+1,027 (+11%)
Value$623.0K (+$68.0K)
Filed 2026-11-03
InTrack Investment Management Inc
INCREASED
Shares10,255 from 3,969
Change+6,286 (+158%)
Value$622.8K (+$384.2K)
Filed 2026-10-15
Ignite Planners, LLC
INCREASED
Shares10,227 from 8,228
Change+1,999 (+24%)
Value$621.1K (+$126.3K)
Filed 2026-10-14
PDS Planning, Inc
INCREASED
Shares10,042 from 10,006
Change+36 (+0%)
Value$609.8K (+$8.3K)
Filed 2026-11-03
Peoples Bank
DECREASED
Shares9,860 from 10,216
Change-356 (-3%)
Value$598.8K (-$15.4K)
Filed 2026-10-09
Kennon-Green & Company, LLC
DECREASED
Shares9,830 from 34,233
Change-24,403 (-71%)
Value$597.0K (-$1.5M)
Filed 2026-10-05
Chapman Financial Group, LLC
DECREASED
Shares9,777 from 9,977
Change-200 (-2%)
Value$593.8K (-$6.1K)
Filed 2026-10-26
Hilltop National Bank
INCREASED
Shares9,574 from 6,433
Change+3,141 (+49%)
Value$581.4K (+$194.7K)
Filed 2026-10-14
Cornerstone Wealth Management, LLC
INCREASED
Shares9,364 from 8,699
Change+665 (+8%)
Value$568.7K (+$45.7K)
Filed 2026-11-04
Indivisible Partners
INCREASED
Shares9,352 from 6,384
Change+2,968 (+46%)
Value$567.9K (+$184.1K)
Filed 2026-10-26
Gryphon Financial Partners LLC
INCREASED
Shares9,266 from 9,079
Change+187 (+2%)
Value$562.7K (+$16.9K)
Filed 2026-11-04
Cohen Investment Advisors LLC
INCREASED
Shares9,260 from 8,938
Change+322 (+4%)
Value$562.4K (+$25.0K)
Filed 2026-10-20
Alliance Wealth Advisors, LLC
DECREASED
Shares9,157 from 9,991
Change-834 (-8%)
Value$556.1K (-$44.6K)
Filed 2026-10-28
Keudell ison Wealth Management
INCREASED
Shares9,085 from 8,875
Change+210 (+2%)
Value$551.7K (+$18.2K)
Filed 2026-10-16
Perigon Wealth Management, LLC
INCREASED
Shares8,963 from 8,309
Change+654 (+8%)
Value$544.3K (+$44.8K)
Filed 2026-10-22
Jacobi Capital Management LLC
INCREASED
Shares8,950 from 8,355
Change+595 (+7%)
Value$543.5K (+$41.2K)
Filed 2026-11-05
Ashton Thomas Private Wealth, LLC
DECREASED
Shares8,916 from 8,975
Change-59 (-1%)
Value$541.5K (+$1.9K)
Filed 2026-11-03
Abel Hall, LLC
NEW
Shares8,861
Change+8,861
Value$538.1K
Filed 2026-10-19
1900 Wealth Management LLC
INCREASED
Shares8,826 from 8,763
Change+63 (+1%)
Value$536.0K (+$9.2K)
Filed 2026-10-13
Chicago Capital, LLC
INCREASED
Shares8,758 from 7,736
Change+1,022 (+13%)
Value$531.9K (+$66.8K)
Filed 2026-10-13
Garrett Wealth Advisory Group, LLC
DECREASED
Shares8,722 from 8,838
Change-116 (-1%)
Value$529.7K (-$1.7K)
Filed 2026-10-22
Bond & Devick Financial Network, Inc.
INCREASED
Shares8,720 from 8,697
Change+23 (+0%)
Value$529.6K (+$6.7K)
Filed 2026-10-23
Pinion Investment Advisors, LLC
INCREASED
Shares8,623 from 8,485
Change+138 (+2%)
Value$523.7K (+$13.6K)
Filed 2026-11-04
Fifth Third Bancorp
INCREASED
Shares8,606 from 4,615
Change+3,991 (+86%)
Value$522.6K (+$245.2K)
Filed 2026-11-05
Hanson & Doremus Investment Management
UNCHANGED
Shares8,544 from 8,544
Change0 (0%)
Value$519 (-$513.5K)
Filed 2026-10-16
Anchor Capital Advisors LLC
DECREASED
Shares8,498 from 47,704
Change-39,206 (-82%)
Value$516.1K (-$2.4M)
Filed 2026-11-05
Diversified Trust Co
DECREASED
Shares8,495 from 10,231
Change-1,736 (-17%)
Value$515.9K (-$99.2K)
Filed 2026-11-06
Private Trust Co NA
INCREASED
Shares8,440 from 7,917
Change+523 (+7%)
Value$512.6K (+$36.6K)
Filed 2026-10-20
Great Diamond Partners, LLC
DECREASED
Shares8,256 from 8,560
Change-304 (-4%)
Value$501.4K (-$13.2K)
Filed 2026-10-13
Capital Investment Advisory Services, LLC
INCREASED
Shares8,204 from 6,914
Change+1,290 (+19%)
Value$500.9K (+$85.2K)
Filed 2026-10-30
Parsons Capital Management Inc
INCREASED
Shares8,194 from 8,163
Change+31 (+0%)
Value$497.6K (+$6.9K)
Filed 2026-10-28
J.Safra Asset Management Corp
INCREASED
Shares8,178 from 8,071
Change+107 (+1%)
Value$496.7K (+$11.4K)
Filed 2026-11-03
Principle Wealth Partners LLC
DECREASED
Shares8,148 from 8,473
Change-325 (-4%)
Value$494.8K (-$14.5K)
Filed 2026-11-02
RS Crum Inc.
INCREASED
Shares8,103 from 8,100
Change+3 (+0%)
Value$492.1K (+$5.1K)
Filed 2026-10-19
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares8,082 from 6,764
Change+1,318 (+19%)
Value$490.8K (+$84.2K)
Filed 2026-10-27
Boston Trust Walden Corp
UNCHANGED
Shares8,054 from 8,054
Change0 (0%)
Value$489.1K (+$4.9K)
Filed 2026-10-30
Sky Investment Group LLC
NEW
Shares8,025
Change+8,025
Value$487.4K
Filed 2026-10-30
Sage Rhino Capital LLC
DECREASED
Shares7,910 from 7,993
Change-83 (-1%)
Value$480.4K (-$165)
Filed 2026-10-28
OpenArc Corporate Advisory, LLC
INCREASED
Shares7,821 from 6,835
Change+986 (+14%)
Value$475.0K (+$64.0K)
Filed 2026-10-21
Revisor Wealth Management LLC
DECREASED
Shares7,788 from 7,888
Change-100 (-1%)
Value$493.8K (+$19.6K)
Filed 2026-10-20
HUB Investment Partners, LLC
INCREASED
Shares7,777 from 5,771
Change+2,006 (+35%)
Value$472.3K (+$125.4K)
Filed 2026-11-03
EverSource Wealth Advisors, LLC
INCREASED
Shares7,772 from 4,904
Change+2,868 (+58%)
Value$472.0K (+$177.2K)
Filed 2026-11-04
DecisionMap Wealth Management, LLC
DECREASED
Shares7,717 from 8,273
Change-556 (-7%)
Value$468.6K (-$28.7K)
Filed 2026-10-29
Glenview Trust Co
DECREASED
Shares7,717 from 7,915
Change-198 (-2%)
Value$468.7K (-$7.2K)
Filed 2026-10-28
Daymark Wealth Partners, LLC
INCREASED
Shares7,534 from 7,483
Change+51 (+1%)
Value$457.5K (+$7.7K)
Filed 2026-11-04
Williams Jones Wealth Management, Llc.
UNCHANGED
Shares7,398 from 7,398
Change0 (0%)
Value$449.3K (+$4.5K)
Filed 2026-11-05
Dickmeyer Boyce Financial Management, Inc.
DECREASED
Shares7,367 from 7,816
Change-449 (-6%)
Value$447.4K (-$22.5K)
Filed 2026-10-08
Malaga Cove Capital, LLC
DECREASED
Shares7,359 from 8,139
Change-780 (-10%)
Value$446.9K (-$42.4K)
Filed 2026-10-23
Resonant Capital Advisors, LLC
DECREASED
Shares7,330 from 9,118
Change-1,788 (-20%)
Value$445.2K (-$103.0K)
Filed 2026-10-15
Advisortrust Partners, LLC
INCREASED
Shares7,319 from 7,307
Change+12 (+0%)
Value$444.5K (+$5.2K)
Filed 2026-11-02
CMH Wealth Management LLC
DECREASED
Shares7,223 from 12,103
Change-4,880 (-40%)
Value$438.7K (-$289.0K)
Filed 2026-10-22
Avail Investment Partners, LLC
INCREASED
Shares7,199 from 6,038
Change+1,161 (+19%)
Value$437.2K (+$74.2K)
Filed 2026-10-16
Value Investment Professionals, LLC
UNCHANGED
Shares7,196 from 7,196
Change0 (0%)
Value$437.0K (+$4.4K)
Filed 2026-10-13
Independence Bank of Kentucky
DECREASED
Shares7,184 from 7,850
Change-666 (-8%)
Value$436.3K (-$35.7K)
Filed 2026-10-26
Lantz Financial LLC
INCREASED
Shares7,169 from 6,318
Change+851 (+13%)
Value$435.4K (+$55.5K)
Filed 2026-10-15
Manske Wealth Management
INCREASED
Shares7,164 from 6,958
Change+206 (+3%)
Value$435.0K (+$16.8K)
Filed 2026-10-26
Blake Schutter Theil Wealth Advisors, LLC
INCREASED
Shares7,137 from 5,754
Change+1,383 (+24%)
Value$433.5K (+$87.5K)
Filed 2026-11-02
Allen Wealth Management, LLC
DECREASED
Shares7,094 from 11,401
Change-4,307 (-38%)
Value$430.8K (-$254.6K)
Filed 2026-10-29
Novem Group
DECREASED
Shares7,083 from 7,140
Change-57 (-1%)
Value$430.2K (+$941)
Filed 2026-10-19
Cornerstone Wealth Group, LLC
INCREASED
Shares7,057 from 6,643
Change+414 (+6%)
Value$428.6K (+$29.2K)
Filed 2026-11-02
Landaas & Co
UNCHANGED
Shares7,032 from 7,032
Change0 (0%)
Value$427.1K (+$4.3K)
Filed 2026-10-29
Henshaw Capital LLC
UNCHANGED
Shares7,031 from 7,031
Change0 (0%)
Value$427.0K (+$4.3K)
Filed 2026-11-03
Allen Investment Management, LLC
UNCHANGED
Shares7,025 from 7,025
Change0 (0%)
Value$426.6K (+$4.3K)
Filed 2026-11-03
B. Riley Wealth Advisors, Inc.
DECREASED
Shares6,998 from 7,047
Change-49 (-1%)
Value$425.0K (-$6.3K)
Filed 2026-10-13
United Advisor Group, LLC
INCREASED
Shares6,976 from 6,471
Change+505 (+8%)
Value$423.7K (+$34.6K)
Filed 2026-11-03
Mather Group, Llc.
INCREASED
Shares6,948 from 6,773
Change+175 (+3%)
Value$422.0K (+$14.8K)
Filed 2026-10-14
BridgePort Financial Solutions, LLC
DECREASED
Shares6,909 from 7,105
Change-196 (-3%)
Value$419.6K (-$7.6K)
Filed 2026-11-02
Beese Fulmer Investment Management, Inc.
DECREASED
Shares6,892 from 7,045
Change-153 (-2%)
Value$418.6K (-$5.0K)
Filed 2026-10-23
Woodmont Investment Counsel LLC
UNCHANGED
Shares6,870 from 6,870
Change0 (0%)
Value$417.2K (+$4.2K)
Filed 2026-10-29
Absher Wealth Management, LLC
UNCHANGED
Shares6,862 from 6,862
Change0 (0%)
Value$416.7K (+$4.2K)
Filed 2026-11-02
Gilpin Wealth Management, LLC
DECREASED
Shares6,861 from 7,046
Change-185 (-3%)
Value$416.7K (-$6.9K)
Filed 2026-10-09
Brookstone Capital Management
INCREASED
Shares6,853 from 6,319
Change+534 (+8%)
Value$416.2K (+$36.3K)
Filed 2026-10-22
UMB Bank, n.a.
DECREASED
Shares6,824 from 7,014
Change-190 (-3%)
Value$414.4K (-$7.3K)
Filed 2026-11-06
Clifford Swan Investment Counsel LLC
UNCHANGED
Shares6,775 from 6,775
Change0 (0%)
Value$411.4K (+$4.1K)
Filed 2026-11-05
Powers Advisory Group, LLC
DECREASED
Shares6,708 from 7,574
Change-866 (-11%)
Value$407.4K (-$48.0K)
Filed 2026-10-14
Searle & Co.
UNCHANGED
Shares6,666 from 6,666
Change0 (0%)
Value$404.8K (+$4.1K)
Filed 2026-11-04
BIP Wealth, LLC
DECREASED
Shares6,649 from 7,625
Change-976 (-13%)
Value$403.8K (-$54.6K)
Filed 2026-10-22
Laurel OAK Wealth Management, LLC
INCREASED
Shares6,631 from 6,062
Change+569 (+9%)
Value$402.7K (+$38.3K)
Filed 2026-10-19
Hunter Associates Investment Management LLC
UNCHANGED
Shares6,606 from 6,606
Change0 (0%)
Value$401 (-$396.6K)
Filed 2026-10-26
Twelve Points Wealth Management LLC
DECREASED
Shares6,558 from 6,821
Change-263 (-4%)
Value$428.0K (+$17.9K)
Filed 2026-11-03
Breakwater Capital Group
DECREASED
Shares6,549 from 6,583
Change-34 (-1%)
Value$397.7K (+$2.0K)
Filed 2026-10-09
King Luther Capital Management Corp
NEW
Shares6,478
Change+6,478
Value$393.4K
Filed 2026-11-05
VestGen Advisors, LLC
DECREASED
Shares6,471 from 7,449
Change-978 (-13%)
Value$393.0K (-$54.8K)
Filed 2026-10-27
Traveka Wealth, LLC
INCREASED
Shares6,367 from 5,645
Change+722 (+13%)
Value$386.7K (+$47.2K)
Filed 2026-10-19
HBK Sorce Advisory LLC
INCREASED
Shares6,358 from 6,191
Change+167 (+3%)
Value$430.5K (+$31.7K)
Filed 2026-11-06
Paragon Private Wealth Management, LLC
INCREASED
Shares6,281 from 3,869
Change+2,412 (+62%)
Value$381.5K (+$148.9K)
Filed 2026-10-20
Lanark Financial, Inc.
INCREASED
Shares6,260 from 6,254
Change+6 (+0%)
Value$380.2K (+$4.1K)
Filed 2026-10-26
M Holdings Securities, Inc.
NEW
Shares6,198
Change+6,198
Value$393
Filed 2026-11-03
Leonard Rickey Investment Advisors P.L.L.C.
DECREASED
Shares6,178 from 6,239
Change-61 (-1%)
Value$375.2K (+$157)
Filed 2026-10-29
Parkside Financial Bank & Trust
INCREASED
Shares6,137 from 5,306
Change+831 (+16%)
Value$372.7K (+$53.7K)
Filed 2026-10-27
New Wave Wealth Advisors LLC
DECREASED
Shares6,118 from 6,351
Change-233 (-4%)
Value$382.3K (+$492)
Filed 2026-10-19
Axiom Investment Management LLC
INCREASED
Shares6,114 from 5,614
Change+500 (+9%)
Value$371.3K (+$33.8K)
Filed 2026-11-03
Hazlett, Burt & Watson, Inc.
DECREASED
Shares6,056 from 6,212
Change-156 (-3%)
Value$370 (-$189.8K)
Filed 2026-11-04
Intrua Financial, LLC
DECREASED
Shares6,048 from 7,384
Change-1,336 (-18%)
Value$367.3K (-$76.6K)
Filed 2026-10-28
Code Waechter LLC
INCREASED
Shares6,048 from 5,403
Change+645 (+12%)
Value$367.3K (+$42.5K)
Filed 2026-10-23
Fiera Capital Corp
DECREASED
Shares5,920 from 7,075
Change-1,155 (-16%)
Value$359.5K (-$65.8K)
Filed 2026-11-06
Roman Butler Fullerton & Co
DECREASED
Shares5,912 from 6,741
Change-829 (-12%)
Value$385.2K (-$7.5K)
Filed 2026-10-27
Ti-Trust, Inc
UNCHANGED
Shares5,888 from 5,888
Change0 (0%)
Value$357.6K (+$3.6K)
Filed 2026-10-21
Asset One Wealth Management LLC
NEW
Shares5,809
Change+5,809
Value$352.8K
Filed 2026-11-02
O'Brien Greene & Co. Inc
UNCHANGED
Shares5,758 from 5,758
Change0 (0%)
Value$349.7K (+$3.5K)
Filed 2026-11-05
Money Concepts Capital Corp
INCREASED
Shares5,665 from 4,212
Change+1,453 (+35%)
Value$344.0K (+$90.8K)
Filed 2026-11-06
Trek Financial, LLC
INCREASED
Shares5,640 from 5,387
Change+253 (+5%)
Value$342.5K (+$18.7K)
Filed 2026-10-29
Crescent Grove Advisors, LLC
INCREASED
Shares5,631 from 5,596
Change+35 (+1%)
Value$342.0K (+$5.5K)
Filed 2026-10-21
James T. Borello RIA
INCREASED
Shares5,589 from 5,293
Change+296 (+6%)
Value$339.4K (+$21.2K)
Filed 2026-10-16
Pine Haven Investment Counsel, Inc
DECREASED
Shares5,527 from 5,570
Change-43 (-1%)
Value$335.7K (+$787)
Filed 2026-11-02
Net Worth Advisory Group
INCREASED
Shares5,517 from 4,043
Change+1,474 (+36%)
Value$328.7K (+$85.6K)
Filed 2026-10-20
Focused Alpha, LLC
INCREASED
Shares5,502 from 5,432
Change+70 (+1%)
Value$334.2K (+$7.6K)
Filed 2026-10-20
Global View Capital Management LLC
DECREASED
Shares5,453 from 7,056
Change-1,603 (-23%)
Value$331.2K (-$93.0K)
Filed 2026-10-28
55 North Private Wealth, LLC
NEW
Shares5,427
Change+5,427
Value$329.6K
Filed 2026-10-20
First Horizon Corp
UNCHANGED
Shares5,424 from 5,424
Change0 (0%)
Value$329.4K (+$3.3K)
Filed 2026-10-26
Simplicity Wealth,LLC
INCREASED
Shares5,368 from 4,415
Change+953 (+22%)
Value$326.0K (+$60.6K)
Filed 2026-10-23
Douglas Lane & Associates, LLC
DECREASED
Shares5,347 from 5,535
Change-188 (-3%)
Value$324.7K (-$8.0K)
Filed 2026-10-09
Sowell Financial Services LLC
INCREASED
Shares5,310 from 5,167
Change+143 (+3%)
Value$322.5K (+$11.9K)
Filed 2026-10-23
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares5,310 from 5,398
Change-88 (-2%)
Value$322.5K (-$2.1K)
Filed 2026-11-04
Bedel Financial Consulting, Inc.
UNCHANGED
Shares5,298 from 5,298
Change0 (0%)
Value$321.7K (+$3.2K)
Filed 2026-11-06
Gallacher Capital Management LLC
DECREASED
Shares5,267 from 8,371
Change-3,104 (-37%)
Value$319.9K (-$183.4K)
Filed 2026-10-30
Fiduciary Financial Group, LLC
INCREASED
Shares5,198 from 4,401
Change+797 (+18%)
Value$315.7K (+$51.1K)
Filed 2026-10-13
B.A. Schrock Wealth Management, Inc.
NEW
Shares5,109
Change+5,109
Value$304.4K
Filed 2026-10-15
Sterling Capital Management LLC
DECREASED
Shares5,065 from 7,803
Change-2,738 (-35%)
Value$307.6K (-$161.5K)
Filed 2026-10-22
Cove Private Wealth, LLC
UNCHANGED
Shares5,065 from 5,065
Change0 (0%)
Value$307.6K (+$3.1K)
Filed 2026-10-28
Cardinal Point Capital Management ULC
INCREASED
Shares5,055 from 4,552
Change+503 (+11%)
Value$307.0K (+$33.3K)
Filed 2026-10-21
United Community Bank
UNCHANGED
Shares4,942 from 4,942
Change0 (0%)
Value$300.1K (+$3.0K)
Filed 2026-10-28
Atlas Brown,Inc.
DECREASED
Shares4,941 from 4,970
Change-29 (-1%)
Value$300.1K (+$1.3K)
Filed 2026-10-09
SYM Financial Corp
INCREASED
Shares4,922 from 3,915
Change+1,007 (+26%)
Value$298.9K (+$63.5K)
Filed 2026-10-26
Probity Advisors, Inc.
UNCHANGED
Shares4,863 from 4,863
Change0 (0%)
Value$295.3K (+$3.0K)
Filed 2026-10-23
Rosenberg Matthew Hamilton
INCREASED
Shares4,827 from 3,966
Change+861 (+22%)
Value$293.1K (+$54.7K)
Filed 2026-10-05
Caldwell Trust Co
INCREASED
Shares4,819 from 4,497
Change+322 (+7%)
Value$292.7K (+$22.3K)
Filed 2026-10-30
Klingman & Associates, LLC
INCREASED
Shares4,797 from 4,460
Change+337 (+8%)
Value$291.3K (+$23.2K)
Filed 2026-10-20
Riversedge Advisors, LLC
INCREASED
Shares4,796 from 4,136
Change+660 (+16%)
Value$291.3K (+$42.6K)
Filed 2026-10-09
Partners Wealth Management, LLC
NEW
Shares4,761
Change+4,761
Value$289.2K
Filed 2026-10-28
Alhambra Investment Management LLC
UNCHANGED
Shares4,756 from 4,756
Change0 (0%)
Value$288.8K (+$2.9K)
Filed 2026-10-15
Genesis Private Wealth, LLC
INCREASED
Shares4,650 from 4,189
Change+461 (+11%)
Value$282.4K (+$30.6K)
Filed 2026-11-02
Mitchell Sinkler & Starr
INCREASED
Shares4,639 from 4,624
Change+15 (+0%)
Value$281.7K (+$3.7K)
Filed 2026-10-13
Confluence Investment Management LLC
DECREASED
Shares4,631 from 16,848
Change-12,217 (-73%)
Value$281.2K (-$731.7K)
Filed 2026-10-01
Simon Quick Advisors, LLC
DECREASED
Shares4,620 from 5,308
Change-688 (-13%)
Value$280.6K (-$38.5K)
Filed 2026-10-26
Wedbush Securities Inc
DECREASED
Shares4,600 from 5,412
Change-812 (-15%)
Value$279 (-$324.7K)
Filed 2026-10-22
Sound Income Strategies, LLC
DECREASED
Shares4,587 from 4,901
Change-314 (-6%)
Value$284.1K (-$10.5K)
Filed 2026-10-09
Yousif Capital Management, LLC
INCREASED
Shares4,584 from 4,267
Change+317 (+7%)
Value$278.4K (+$21.9K)
Filed 2026-10-22
Invested Advisors
INCREASED
Shares4,567 from 3,937
Change+630 (+16%)
Value$277.3K (+$40.6K)
Filed 2026-10-23
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares4,553 from 4,495
Change+58 (+1%)
Value$276.5K (+$6.3K)
Filed 2026-10-13
71 West Capital Partners
NEW
Shares4,547
Change+4,547
Value$276.1K
Filed 2026-11-04
Sovran Advisors, LLC
INCREASED
Shares4,511 from 4,335
Change+176 (+4%)
Value$289.5K (-$334)
Filed 2026-11-02
Kingswood Wealth Advisors, LLC
INCREASED
Shares4,501 from 4,251
Change+250 (+6%)
Value$273.3K (+$17.8K)
Filed 2026-10-23
Lincoln Capital LLC
DECREASED
Shares4,484 from 4,846
Change-362 (-7%)
Value$272.4K (-$18.9K)
Filed 2026-10-09
J.M. Arbour, LLC
INCREASED
Shares4,479 from 4,013
Change+466 (+12%)
Value$272.0K (+$30.7K)
Filed 2026-11-05
Eagle Bay Advisors LLC
INCREASED
Shares4,465 from 4,448
Change+17 (+0%)
Value$271.2K (+$3.7K)
Filed 2026-10-16
Fulcrum Capital LLC
UNCHANGED
Shares4,441 from 4,441
Change0 (0%)
Value$269.7K (+$2.7K)
Filed 2026-10-15
Provenance Wealth Advisors, LLC
INCREASED
Shares4,410 from 176
Change+4,234 (+2406%)
Value$267.8K (+$257.2K)
Filed 2026-10-30
Cooper Financial Group
INCREASED
Shares4,391 from 4,120
Change+271 (+7%)
Value$266.7K (+$19.0K)
Filed 2026-10-07
Legacy Private Trust Co.
UNCHANGED
Shares4,374 from 4,374
Change0 (0%)
Value$265.6K (+$2.7K)
Filed 2026-10-06
Symphony Financial, Ltd. Co.
INCREASED
Shares4,266 from 3,701
Change+565 (+15%)
Value$263.1K (+$36.6K)
Filed 2026-10-22
Crestwood Advisors Group, LLC
NEW
Shares4,254
Change+4,254
Value$258.4K
Filed 2026-10-27
Eagle Strategies LLC
DECREASED
Shares4,246 from 4,270
Change-24 (-1%)
Value$257.8K (+$1.1K)
Filed 2026-10-16
Independence Wealth Advisors, LLC
DECREASED
Shares4,206 from 4,236
Change-30 (-1%)
Value$255.4K (+$762)
Filed 2026-10-29
SeaBridge Investment Advisors LLC
NEW
Shares4,192
Change+4,192
Value$254.6K
Filed 2026-11-02
Platform Technology Partners
DECREASED
Shares4,184 from 4,223
Change-39 (-1%)
Value$254.1K (+$207)
Filed 2026-11-02
Rose Capital Advisors LLC
NEW
Shares4,150
Change+4,150
Value$252.0K
Filed 2026-11-04
Pekin Hardy Strauss, Inc.
UNCHANGED
Shares4,136 from 4,136
Change0 (0%)
Value$251.2K (+$2.5K)
Filed 2026-11-02
Steinberg Asset Management LLC
NEW
Shares4,117
Change+4,117
Value$250.0K
Filed 2026-10-29
Canandaigua National Bank & Trust Co
NEW
Shares4,094
Change+4,094
Value$248.6K
Filed 2026-10-07
Farmers & Merchants Investments Inc
UNCHANGED
Shares4,040 from 4,040
Change0 (0%)
Value$245.3K (+$2.5K)
Filed 2026-10-22
Clearwave Capital, LLC
NEW
Shares4,030
Change+4,030
Value$244.8K
Filed 2026-10-27
Penobscot Investment Management Company, Inc.
UNCHANGED
Shares4,020 from 4,020
Change0 (0%)
Value$244.1K (+$2.5K)
Filed 2026-10-26
Chicago Partners Investment Group LLC
INCREASED
Shares3,975 from 3,587
Change+388 (+11%)
Value$263.2K (+$47.2K)
Filed 2026-10-27
Moneco Advisors, LLC
INCREASED
Shares3,975 from 3,874
Change+101 (+3%)
Value$241.4K (+$8.5K)
Filed 2026-11-05
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares3,958 from 3,560
Change+398 (+11%)
Value$240.4K (+$26.3K)
Filed 2026-10-27
Welch Group, LLC
DECREASED
Shares3,955 from 3,967
Change-12 (0%)
Value$240.2K (+$1.7K)
Filed 2026-10-29
Aspiriant, LLC
NEW
Shares3,950
Change+3,950
Value$239.9K
Filed 2026-10-16
Cromwell Holdings LLC
UNCHANGED
Shares3,950 from 3,950
Change0 (0%)
Value$239.9K (+$2.4K)
Filed 2026-10-28
Rossby Financial, LCC
INCREASED
Shares3,945 from 2,642
Change+1,303 (+49%)
Value$239.6K (+$80.7K)
Filed 2026-11-05
Intergy Private Wealth, LLC
INCREASED
Shares3,945 from 3,857
Change+88 (+2%)
Value$239.6K (+$7.7K)
Filed 2026-10-16
Kuhn & Co Investment Counsel
UNCHANGED
Shares3,900 from 3,900
Change0 (0%)
Value$236.8K (+$2.4K)
Filed 2026-10-29
Mesirow Financial Investment Management, Inc.
INCREASED
Shares3,894 from 3,892
Change+2 (+0%)
Value$236.5K (+$2.5K)
Filed 2026-11-05
Five Oceans Advisors
UNCHANGED
Shares3,891 from 3,891
Change0 (0%)
Value$236.3K (+$2.4K)
Filed 2026-10-22
Carrera Capital Advisors
INCREASED
Shares3,889 from 3,850
Change+39 (+1%)
Value$236.2K (+$4.7K)
Filed 2026-11-03
WoodTrust Financial Corp
UNCHANGED
Shares3,865 from 3,865
Change0 (0%)
Value$235 (-$231.8K)
Filed 2026-10-09
Angeles Wealth Management, LLC
INCREASED
Shares3,860 from 3,696
Change+164 (+4%)
Value$234.4K (+$12.2K)
Filed 2026-10-26
Capital Advantage, Inc.
INCREASED
Shares3,847 from 3,842
Change+5 (+0%)
Value$233.6K (+$2.6K)
Filed 2026-10-14
Marino, Stram & Associates LLC
DECREASED
Shares3,846 from 4,041
Change-195 (-5%)
Value$233.6K (-$9.4K)
Filed 2026-10-22
Hummer Financial Advisory Services Inc
DECREASED
Shares3,838 from 4,790
Change-952 (-20%)
Value$233.1K (-$54.9K)
Filed 2026-10-09
Beacon Investment Advisory Services, Inc.
INCREASED
Shares3,816 from 3,419
Change+397 (+12%)
Value$231.7K (+$26.2K)
Filed 2026-10-13
Atticus Wealth Management, LLC
DECREASED
Shares3,801 from 4,136
Change-335 (-8%)
Value$230.8K (-$17.8K)
Filed 2026-10-20
V-Square Quantitative Management LLC
DECREASED
Shares3,776 from 3,886
Change-110 (-3%)
Value$229.3K (-$4.3K)
Filed 2026-10-15
Augustine Asset Management Inc
NEW
Shares3,775
Change+3,775
Value$229.3K
Filed 2026-10-13
Nilsine Partners, LLC
DECREASED
Shares3,773 from 3,799
Change-26 (-1%)
Value$229.1K (+$738)
Filed 2026-11-02
Sepio Capital, LP
DECREASED
Shares3,742 from 5,640
Change-1,898 (-34%)
Value$227.3K (-$111.8K)
Filed 2026-10-22
Park Capital Management, LLC / WI
NEW
Shares3,733
Change+3,733
Value$226.7K
Filed 2026-10-13
Newman Dignan & Sheerar, Inc.
UNCHANGED
Shares3,730 from 3,730
Change0 (0%)
Value$226.5K (+$2.3K)
Filed 2026-10-21
Sierra Ocean, LLC
DECREASED
Shares3,715 from 3,914
Change-199 (-5%)
Value$225.6K (-$9.7K)
Filed 2026-11-03
Maia Wealth LLC
DECREASED
Shares3,658 from 4,380
Change-722 (-16%)
Value$222.1K (-$41.2K)
Filed 2026-10-19
Grove Bank & Trust
DECREASED
Shares3,640 from 3,641
Change-1 (0%)
Value$221.1K (+$2.2K)
Filed 2026-10-08
Carret Asset Management, LLC
UNCHANGED
Shares3,592 from 3,592
Change0 (0%)
Value$218.1K (+$2.2K)
Filed 2026-11-04
Bridgelight Financial Advisors, Inc.
INCREASED
Shares3,556 from 3,526
Change+30 (+1%)
Value$216.0K (+$4.0K)
Filed 2026-10-20
Birch Hill Investment Advisors LLC
UNCHANGED
Shares3,554 from 3,554
Change0 (0%)
Value$215.8K (+$2.2K)
Filed 2026-10-16
Facet Wealth, Inc.
NEW
Shares3,500
Change+3,500
Value$212.6K
Filed 2026-11-04
Carnegie Investment Counsel
DECREASED
Shares3,500 from 6,907
Change-3,407 (-49%)
Value$212.6K (-$202.7K)
Filed 2026-10-20
South Shore Capital Advisors
DECREASED
Shares3,490 from 7,319
Change-3,829 (-52%)
Value$211.9K (-$228.1K)
Filed 2026-10-20
Independent Wealth Network Inc.
INCREASED
Shares3,478 from 3,423
Change+55 (+2%)
Value$211.2K (+$5.4K)
Filed 2026-10-19
Wedmont Private Capital
DECREASED
Shares3,472 from 3,757
Change-285 (-8%)
Value$215.1K (-$16.8K)
Filed 2026-10-09
Community Financial Services Group, LLC
DECREASED
Shares3,459 from 3,543
Change-84 (-2%)
Value$206.1K (-$9.6K)
Filed 2026-10-15
S.A. Mason LLC
UNCHANGED
Shares3,448 from 3,448
Change0 (0%)
Value$209.4K (+$2.1K)
Filed 2026-10-13
Traphagen Investment Advisors LLC
DECREASED
Shares3,424 from 4,974
Change-1,550 (-31%)
Value$207.9K (-$91.1K)
Filed 2026-10-14
Valley National Advisers Inc
INCREASED
Shares3,407 from 3,397
Change+10 (+0%)
Value$206.9K (+$2.7K)
Filed 2026-10-23
Live Oak Private Wealth LLC
INCREASED
Shares3,405 from 3,373
Change+32 (+1%)
Value$206.8K (+$4.0K)
Filed 2026-11-02
Journey Retirement Planning & Investment Management LLC
DECREASED
Shares3,371 from 3,695
Change-324 (-9%)
Value$204.8K (-$17.4K)
Filed 2026-10-09
Nikulski Financial, Inc.
NEW
Shares3,365
Change+3,365
Value$204.4K
Filed 2026-11-06
Essex Bank
UNCHANGED
Shares3,355 from 3,355
Change0 (0%)
Value$203.7K (+$2.0K)
Filed 2026-10-16
Walser Wealth Management Company, A Ltd Liability Co
NEW
Shares3,341
Change+3,341
Value$202.9K
Filed 2026-10-15
Axxion S.A.
UNCHANGED
Shares3,337 from 3,337
Change0 (0%)
Value$202.7K (+$2.0K)
Filed 2026-10-22
Focus Financial Network, Inc.
NEW
Shares3,309
Change+3,309
Value$201.0K
Filed 2026-10-14
Livet Wealth, LLC
NEW
Shares3,307
Change+3,307
Value$200.8K
Filed 2026-10-27
Jmac Enterprises LLC
NEW
Shares3,300
Change+3,300
Value$200.4K
Filed 2026-10-30
Acumen Wealth Advisors, LLC
DECREASED
Shares3,240 from 3,288
Change-48 (-1%)
Value$196.8K (-$909)
Filed 2026-11-05
State of Wyoming
DECREASED
Shares3,048 from 3,128
Change-80 (-3%)
Value$185.1K (-$3.0K)
Filed 2026-10-28
Root Financial Partners, LLC
NEW
Shares2,589
Change+2,589
Value$157.2K
Filed 2026-10-21
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares2,585 from 2,585
Change0 (0%)
Value$157.0K (+$1.6K)
Filed 2026-10-20
Lloyd Advisory Services, Llc.
INCREASED
Shares2,428 from 2,140
Change+288 (+13%)
Value$147.4K (+$18.8K)
Filed 2026-11-02
First Command Advisory Services, Inc.
INCREASED
Shares2,377 from 739
Change+1,638 (+222%)
Value$144.4K (+$99.9K)
Filed 2026-11-05
Montag A & Associates Inc
UNCHANGED
Shares2,310 from 2,310
Change0 (0%)
Value$140.3K (+$1.4K)
Filed 2026-10-29
Cape Investment Advisory, Inc.
INCREASED
Shares2,238 from 2,208
Change+30 (+1%)
Value$135.9K (+$3.2K)
Filed 2026-10-13
Compass Wealth Management LLC
NEW
Shares2,088
Change+2,088
Value$126.8K
Filed 2026-10-22
TFC Financial Management, Inc.
INCREASED
Shares2,064 from 1,194
Change+870 (+73%)
Value$125.3K (+$53.6K)
Filed 2026-10-26
Old Second National Bank of Aurora
NEW
Shares1,919
Change+1,919
Value$116.5K
Filed 2026-10-22
GK Wealth Management LLC
NEW
Shares1,712
Change+1,712
Value$103.9K
Filed 2026-10-09
Albion Financial Group
DECREASED
Shares1,706 from 1,842
Change-136 (-7%)
Value$103.6K (-$7.1K)
Filed 2026-10-21
Hara Capital LLC
UNCHANGED
Shares1,672 from 1,672
Change0 (0%)
Value$101.5K (+$1.0K)
Filed 2026-10-30
Westside Investment Management, Inc.
UNCHANGED
Shares1,570 from 1,570
Change0 (0%)
Value$94.8K (+$369)
Filed 2026-11-02
Owl Creek Wealth Partners LLC
INCREASED
Shares1,524 from 1,200
Change+324 (+27%)
Value$92.6K (+$20.4K)
Filed 2026-10-20
Washington Trust Advisors, Inc.
UNCHANGED
Shares1,486 from 1,486
Change0 (0%)
Value$90.2K (+$907)
Filed 2026-10-22
Chilton Capital Management LLC
UNCHANGED
Shares1,475 from 1,475
Change0 (0%)
Value$89.6K (+$900)
Filed 2026-10-28
Silver Grove Financial Group, Inc.
INCREASED
Shares1,384 from 1,054
Change+330 (+31%)
Value$84.1K (+$20.7K)
Filed 2026-11-05
Dorato Capital Management
UNCHANGED
Shares1,357 from 1,357
Change0 (0%)
Value$82.8K (-$1.0K)
Filed 2026-10-08
Central Trust Co
DECREASED
Shares1,352 from 1,418
Change-66 (-5%)
Value$82.1K (-$3.2K)
Filed 2026-11-05
Salomon & Ludwin, LLC
DECREASED
Shares1,339 from 1,349
Change-10 (-1%)
Value$81.3K (-$824)
Filed 2026-10-29
GHP Investment Advisors, Inc.
INCREASED
Shares1,337 from 1,172
Change+165 (+14%)
Value$81.2K (+$10.7K)
Filed 2026-10-15
Davis Capital Management
DECREASED
Shares1,285 from 1,347
Change-62 (-5%)
Value$78.0K (-$2.9K)
Filed 2026-10-08
Cullen T Bankers, Inc.
DECREASED
Shares1,263 from 5,196
Change-3,933 (-76%)
Value$76.7K (-$235.7K)
Filed 2026-10-28
True Wealth Design, LLC
INCREASED
Shares1,191 from 1,083
Change+108 (+10%)
Value$72.3K (+$7.2K)
Filed 2026-10-13
Essential Partners LLC
UNCHANGED
Shares1,188 from 1,188
Change0 (0%)
Value$72.1K (+$724)
Filed 2026-10-14
Harbor Asset Planning, Inc.
INCREASED
Shares1,157 from 1,156
Change+1 (+0%)
Value$70.3K (+$764)
Filed 2026-10-23
Evermay Wealth Management LLC
UNCHANGED
Shares1,142 from 1,142
Change0 (0%)
Value$69.4K (+$696)
Filed 2026-11-05
Birch Financial Group, LLC
NEW
Shares1,128
Change+1,128
Value$68.5K
Filed 2026-10-27
Proathlete Wealth Management LLC
INCREASED
Shares1,093 from 285
Change+808 (+284%)
Value$66.4K (+$49.2K)
Filed 2026-10-15
Nisa Investment Advisors, LLC
INCREASED
Shares1,053 from 899
Change+154 (+17%)
Value$63.9K (+$9.9K)
Filed 2026-10-20
Blume Capital Management, Inc.
UNCHANGED
Shares1,022 from 1,022
Change0 (0%)
Value$62.1K (+$624)
Filed 2026-10-26
Physician Wealth Advisors, Inc.
INCREASED
Shares1,008 from 896
Change+112 (+13%)
Value$61.2K (+$7.3K)
Filed 2026-10-20
First Bancorp, Inc
INCREASED
Shares1,005 from 973
Change+32 (+3%)
Value$61.0K (+$2.5K)
Filed 2026-10-26
First United Bank & Trust
DECREASED
Shares954 from 1,027
Change-73 (-7%)
Value$57.9K (-$3.8K)
Filed 2026-10-22
Flagship Wealth Advisors, LLC
UNCHANGED
Shares952 from 952
Change0 (0%)
Value$57.8K (+$581)
Filed 2026-11-03
Fairscale Capital, LLC
UNCHANGED
Shares925 from 925
Change0 (0%)
Value$60.4K (+$4.8K)
Filed 2026-11-04
Advocate Investing Services LLC
DECREASED
Shares900 from 1,100
Change-200 (-18%)
Value$54.7K (-$11.5K)
Filed 2026-10-26
Olistico Wealth, LLC
UNCHANGED
Shares888 from 888
Change0 (0%)
Value$53.9K (+$541)
Filed 2026-10-05
Golden State Wealth Management, LLC
DECREASED
Shares859 from 888
Change-29 (-3%)
Value$52.2K (-$1.2K)
Filed 2026-11-02
Gen-Wealth Partners Inc
DECREASED
Shares841 from 2,200
Change-1,359 (-62%)
Value$51.1K (-$81.2K)
Filed 2026-11-04
Compass Financial Management LLC
NEW
Shares840
Change+840
Value$51.0K
Filed 2026-10-30
JFS Wealth Advisors, LLC
UNCHANGED
Shares752 from 752
Change0 (0%)
Value$45.7K (+$458)
Filed 2026-11-03
Oakworth Capital, Inc.
INCREASED
Shares750 from 685
Change+65 (+9%)
Value$45.5K (+$4.2K)
Filed 2026-10-26
Boyd Watterson Asset Management LLC
UNCHANGED
Shares726 from 726
Change0 (0%)
Value$44.1K (+$443)
Filed 2026-11-06
MB, Levis & Associates, LLC
UNCHANGED
Shares722 from 722
Change0 (0%)
Value$43.8K (+$440)
Filed 2026-10-16
DecisionPoint Financial, LLC
NEW
Shares716
Change+716
Value$42.7K
Filed 2026-10-27
City State Bank
INCREASED
Shares707 from 426
Change+281 (+66%)
Value$42.9K (+$17.3K)
Filed 2026-10-20
Mondrian Investment Partners LTD
NEW
Shares699
Change+699
Value$45.6K
Filed 2026-10-23
Financial Management Professionals, Inc.
INCREASED
Shares694 from 669
Change+25 (+4%)
Value$42.1K (+$1.9K)
Filed 2026-10-23
Signature Equity Partners, LLC
INCREASED
Shares666 from 364
Change+302 (+83%)
Value$40.4K (+$18.5K)
Filed 2026-10-29
Addison Advisors LLC
INCREASED
Shares646 from 630
Change+16 (+3%)
Value$39.2K (+$1.4K)
Filed 2026-11-06
Highline Wealth Partners LLC
INCREASED
Shares612 from 389
Change+223 (+57%)
Value$37.2K (+$13.8K)
Filed 2026-10-19
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares611 from 611
Change0 (0%)
Value$37.1K (+$373)
Filed 2026-11-02
SJS Investment Consulting Inc.
INCREASED
Shares606 from 462
Change+144 (+31%)
Value$36.8K (+$9.0K)
Filed 2026-10-26
WPG Advisers, LLC
INCREASED
Shares576 from 478
Change+98 (+21%)
Value$35.0K (+$6.2K)
Filed 2026-10-27
CoreCap Advisors, LLC
INCREASED
Shares576 from 560
Change+16 (+3%)
Value$35.0K (+$1.3K)
Filed 2026-10-08
Financial Perspectives, Inc
UNCHANGED
Shares564 from 564
Change0 (0%)
Value$34.3K (+$370)
Filed 2026-11-03
Hilton Head Capital Partners, LLC
INCREASED
Shares561 from 558
Change+3 (+1%)
Value$34.1K (+$491)
Filed 2026-10-23
Godsey & Gibb, Inc
INCREASED
Shares546 from 533
Change+13 (+2%)
Value$33.2K (+$1.1K)
Filed 2026-10-14
High Point Wealth Management, LLC
UNCHANGED
Shares534 from 534
Change0 (0%)
Value$32.4K (+$326)
Filed 2026-11-05
Country Trust Bank
UNCHANGED
Shares529 from 529
Change0 (0%)
Value$32.1K (+$323)
Filed 2026-10-30
Cassaday & Co Wealth Management LLC
INCREASED
Shares510 from 371
Change+139 (+37%)
Value$31.0K (+$8.7K)
Filed 2026-10-27
Peterson Wealth Management
INCREASED
Shares510 from 505
Change+5 (+1%)
Value$30.9K (+$570)
Filed 2026-11-06
Hickory Point Bank & Trust
UNCHANGED
Shares509 from 509
Change0 (0%)
Value$30.9K (+$311)
Filed 2026-10-01
Alta Capital Management LLC/
NEW
Shares505
Change+505
Value$30.7K
Filed 2026-10-26
Nfsg Corp
UNCHANGED
Shares496 from 496
Change0 (0%)
Value$30.1K (+$302)
Filed 2026-10-15
Pension & Wealth Management Advisors, Inc.
NEW
Shares492
Change+492
Value$29.9K
Filed 2026-10-16
Brown, Lisle Ings, Inc.
UNCHANGED
Shares483 from 483
Change0 (0%)
Value$29.3K (+$295)
Filed 2026-10-16
West Financial Advisors, LLC
NEW
Shares468
Change+468
Value$28.4K
Filed 2026-10-22
Global Trust Asset Management, LLC
UNCHANGED
Shares461 from 461
Change0 (0%)
Value$28.0K (+$282)
Filed 2026-10-19
Roxbury Financial LLC
INCREASED
Shares455 from 453
Change+2 (+0%)
Value$27.7K (+$436)
Filed 2026-10-01
10Elms LLP
UNCHANGED
Shares449 from 449
Change0 (0%)
Value$27.3K (+$274)
Filed 2026-11-06
Tompkins Financial Corp
NEW
Shares444
Change+444
Value$27.0K
Filed 2026-10-05
Latitude Advisors, LLC
NEW
Shares435
Change+435
Value$26.4K
Filed 2026-10-27
Bangor Savings Bank
UNCHANGED
Shares416 from 416
Change0 (0%)
Value$25.3K (+$254)
Filed 2026-10-06
Harbor Investment Advisory, LLC
DECREASED
Shares400 from 1,022
Change-622 (-61%)
Value$24.3K (-$37.2K)
Filed 2026-10-13
Financial Consulate, Inc
INCREASED
Shares395 from 303
Change+92 (+30%)
Value$24.0K (+$5.8K)
Filed 2026-10-23
Towne Trust Company, N.a
UNCHANGED
Shares372 from 372
Change0 (0%)
Value$22.6K (+$227)
Filed 2026-10-28
Ares Financial Consulting, LLC
UNCHANGED
Shares357 from 357
Change0 (0%)
Value$21.7K (+$218)
Filed 2026-10-19
North Point Portfolio Managers Corp
NEW
Shares355
Change+355
Value$21.6K
Filed 2026-10-07
Buck Wealth Strategies, LLC
INCREASED
Shares355 from 326
Change+29 (+9%)
Value$21.6K (+$2.0K)
Filed 2026-10-28
Barrett & Company, Inc.
UNCHANGED
Shares355 from 355
Change0 (0%)
Value$21.6K (+$216)
Filed 2026-10-22
American Capital Advisory, LLC
INCREASED
Shares345 from 330
Change+15 (+5%)
Value$21.0K (+$1.1K)
Filed 2026-10-28
Bayban
UNCHANGED
Shares344 from 344
Change0 (0%)
Value$20.7K ($0)
Filed 2026-11-05
Trust Co of Toledo NA
INCREASED
Shares324 from 147
Change+177 (+120%)
Value$19.7K (+$10.8K)
Filed 2026-10-16
Jnba Financial Advisors
UNCHANGED
Shares318 from 318
Change0 (0%)
Value$19.3K (+$194)
Filed 2026-11-03
Citizens National Bank Trust Department
UNCHANGED
Shares318 from 318
Change0 (0%)
Value$19.3K (+$194)
Filed 2026-11-04
MJT & Associates Financial Advisory Group, Inc.
INCREASED
Shares301 from 180
Change+121 (+67%)
Value$18.3K (+$7.5K)
Filed 2026-10-07
Quintet Private Bank (Europe) S.A.
UNCHANGED
Shares288 from 288
Change0 (0%)
Value$17.5K (+$175)
Filed 2026-10-08
MTM Investment Management, LLC
UNCHANGED
Shares284 from 284
Change0 (0%)
Value$17.2K (+$173)
Filed 2026-10-30
Private Wealth Management Group, LLC
NEW
Shares266
Change+266
Value$16.2K
Filed 2026-10-19
IFS Advisors, LLC
UNCHANGED
Shares266 from 266
Change0 (0%)
Value$16.2K (+$163)
Filed 2026-10-14
Markowski Investments
UNCHANGED
Shares266 from 266
Change0 (0%)
Value$16.2K (+$162)
Filed 2026-10-30
Smallwood Wealth Investment Management, LLC
UNCHANGED
Shares266 from 266
Change0 (0%)
Value$16.2K (+$163)
Filed 2026-10-30
Kozak & Associates, Inc.
INCREASED
Shares263 from 261
Change+2 (+1%)
Value$16.8K (+$937)
Filed 2026-10-29
Lodestone Wealth Management LLC
UNCHANGED
Shares261 from 261
Change0 (0%)
Value$15.9K (+$160)
Filed 2026-10-14
Wolff Wiese Magana LLC
UNCHANGED
Shares259 from 259
Change0 (0%)
Value$15.7K (+$158)
Filed 2026-10-15
Bell Investment Advisors, Inc
INCREASED
Shares255 from 212
Change+43 (+20%)
Value$15.5K (+$2.7K)
Filed 2026-10-29
Creative Financial Designs Inc
INCREASED
Shares247 from 245
Change+2 (+1%)
Value$15.0K (+$267)
Filed 2026-11-04
William Mack & Associates, Inc.
NEW
Shares242
Change+242
Value$14.7K
Filed 2026-10-27
SRH Advisors, LLC
UNCHANGED
Shares236 from 236
Change0 (0%)
Value$14.3K (+$144)
Filed 2026-10-22
Rothwell Investment Advisors, LLC
NEW
Shares234
Change+234
Value$14.2K
Filed 2026-11-06
1620 Investment Advisors, Inc.
UNCHANGED
Shares234 from 234
Change0 (0%)
Value$14.2K (+$143)
Filed 2026-11-04
Elevation Wealth Partners, LLC
UNCHANGED
Shares222 from 222
Change0 (0%)
Value$13.5K (+$136)
Filed 2026-10-07
West Branch Capital LLC
INCREASED
Shares211 from 209
Change+2 (+1%)
Value$12.8K (+$235)
Filed 2026-10-20
Caitong International Asset Management Co., Ltd
INCREASED
Shares199 from 13
Change+186 (+1431%)
Value$12.1K (+$11.3K)
Filed 2026-10-29
Balance Wealth Partners LLC
NEW
Shares196
Change+196
Value$11.9K
Filed 2026-10-27
Ascentis Wealth Management, LLC
NEW
Shares182
Change+182
Value$11.1K
Filed 2026-11-03
Richardson Financial Services Inc.
UNCHANGED
Shares177 from 177
Change0 (0%)
Value$10.7K (+$108)
Filed 2026-10-30
Sunrise Financial Services, LLC
UNCHANGED
Shares177 from 177
Change0 (0%)
Value$10.7K (+$108)
Filed 2026-10-21
Triumph Capital Management
INCREASED
Shares176 from 163
Change+13 (+8%)
Value$10.7K (+$888)
Filed 2026-10-14
Retirement Wealth Solutions LLC
INCREASED
Shares172 from 123
Change+49 (+40%)
Value$10.4K (+$3.1K)
Filed 2026-10-07
New England Capital Financial Advisors LLC
INCREASED
Shares168 from 167
Change+1 (+1%)
Value$10.2K (+$152)
Filed 2026-11-03
Bfsg, LLC
NEW
Shares166
Change+166
Value$10.1K
Filed 2026-10-30
CGC Financial Services, LLC
UNCHANGED
Shares159 from 159
Change0 (0%)
Value$9.7K (+$97)
Filed 2026-10-13
Concord Wealth Partners
DECREASED
Shares157 from 159
Change-2 (-1%)
Value$9.5K (-$24)
Filed 2026-11-02
Entrust Financial LLC
UNCHANGED
Shares157 from 157
Change0 (0%)
Value$9.5K (+$96)
Filed 2026-11-04
Cedar Mountain Advisors, LLC
UNCHANGED
Shares153 from 153
Change0 (0%)
Value$9.3K (+$94)
Filed 2026-10-15
General Partner, Inc.
UNCHANGED
Shares148 from 148
Change0 (0%)
Value$9.0K (+$90)
Filed 2026-10-05
Horizon Financial Services, LLC
DECREASED
Shares143 from 197
Change-54 (-27%)
Value$8.7K (-$3.2K)
Filed 2026-11-04
UMB Private Wealth Management, LLC
NEW
Shares140
Change+140
Value$8.5K
Filed 2026-10-19
Downshift Financial, LLC
DECREASED
Shares139 from 155
Change-16 (-10%)
Value$8.4K (-$878)
Filed 2026-10-13
Key FInancial Inc
UNCHANGED
Shares137 from 137
Change0 (0%)
Value$8.3K (+$84)
Filed 2026-11-02
Archer Investment Corp
UNCHANGED
Shares133 from 133
Change0 (0%)
Value$8.1K (+$81)
Filed 2026-11-05
Glass Jacobson Investment Advisors llc
INCREASED
Shares130 from 110
Change+20 (+18%)
Value$7.9K (+$1.3K)
Filed 2026-10-26
Asset Dedication, LLC
DECREASED
Shares125 from 134
Change-9 (-7%)
Value$7.6K (-$465)
Filed 2026-11-03
Nemes Rush Group LLC
UNCHANGED
Shares121 from 121
Change0 (0%)
Value$7.3K (+$73)
Filed 2026-11-04
Miller Global Investments, LLC
UNCHANGED
Shares115 from 115
Change0 (0%)
Value$7.0K (+$70)
Filed 2026-10-02
Piscataqua Savings Bank
UNCHANGED
Shares115 from 115
Change0 (0%)
Value$7.0K (+$71)
Filed 2026-10-21
Fortitude Family Office, LLC
NEW
Shares112
Change+112
Value$6.8K
Filed 2026-10-14
Madden Securities Corp
NEW
Shares111
Change+111
Value$6.7K
Filed 2026-10-27
Union Savings Bank
UNCHANGED
Shares111 from 111
Change0 (0%)
Value$6.7K (+$67)
Filed 2026-10-14
Adirondack Trust Co
DECREASED
Shares108 from 116
Change-8 (-7%)
Value$6.6K (-$415)
Filed 2026-10-14
MV Capital Management, Inc.
INCREASED
Shares102 from 77
Change+25 (+32%)
Value$6.2K (+$1.6K)
Filed 2026-10-29
Costello Asset Management, Inc
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$6.1K (+$61)
Filed 2026-10-30
Southern Michigan Bank & Trust
DECREASED
Shares93 from 101
Change-8 (-8%)
Value$5.6K (-$424)
Filed 2026-10-19
Planning Strategies Inc.
NEW
Shares90
Change+90
Value$5.5K
Filed 2026-10-02
Gables Capital Management Inc.
UNCHANGED
Shares88 from 88
Change0 (0%)
Value$5.3K (+$53)
Filed 2026-11-04
NorthAvenue LLC
UNCHANGED
Shares88 from 88
Change0 (0%)
Value$5.3K (+$54)
Filed 2026-10-29
Pflug Koory, LLC
UNCHANGED
Shares88 from 88
Change0 (0%)
Value$5.3K (+$53)
Filed 2026-10-26
Tower View Wealth Management LLC
INCREASED
Shares83 from 82
Change+1 (+1%)
Value$5.0K (+$93)
Filed 2026-10-23
Tounjian Advisory Partners, LLC
UNCHANGED
Shares82 from 82
Change0 (0%)
Value$5.0K (+$50)
Filed 2026-11-04
Quest 10 Wealth Builders, Inc.
INCREASED
Shares81 from 79
Change+2 (+3%)
Value$4.9K (+$170)
Filed 2026-11-02
Arlington Trust Co LLC
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$4.3K (+$43)
Filed 2026-10-20
Holos Integrated Wealth LLC
UNCHANGED
Shares69 from 69
Change0 (0%)
Value$4.5K (+$166)
Filed 2026-10-23
NBT Bank, N.A.
UNCHANGED
Shares66 from 66
Change0 (0%)
Value$4.0K (+$40)
Filed 2026-10-21
Breakwater Investment Management
INCREASED
Shares57 from 22
Change+35 (+159%)
Value$3.5K (+$2.1K)
Filed 2026-10-20
Indiana Trust & Investment Management Co
UNCHANGED
Shares53 from 53
Change0 (0%)
Value$3.2K (+$33)
Filed 2026-10-22
Elyxium Wealth, LLC
NEW
Shares48
Change+48
Value$2.9K
Filed 2026-10-27
Center for Financial Planning, Inc.
NEW
Shares45
Change+45
Value$2.7K
Filed 2026-10-26
Rakuten Securities, Inc.
INCREASED
Shares45 from 25
Change+20 (+80%)
Value$2.7K (+$1.2K)
Filed 2026-11-02
Hoey Investments, Inc
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$2.7K (+$27)
Filed 2026-10-29
Laurel Wealth Advisors LLC
NEW
Shares39
Change+39
Value$2.4K
Filed 2026-10-27
Atwood & Palmer Inc
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$2.2K (+$23)
Filed 2026-10-08
Covestor Ltd
INCREASED
Shares36 from 22
Change+14 (+64%)
Value$2 (+$1)
Filed 2026-10-30
Noble Wealth Management PBC
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$1.9K (+$19)
Filed 2026-10-01
Paladin Partners, LLC
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$1.9K (+$19)
Filed 2026-10-06
Next Level Wealth Planning, LLC
NEW
Shares31
Change+31
Value$1.9K
Filed 2026-10-29
Monetary Solutions, Ltd
INCREASED
Shares29 from 18
Change+11 (+61%)
Value$1.8K (+$679)
Filed 2026-10-22
Plante Moran Financial Advisors, LLC
DECREASED
Shares28 from 109
Change-81 (-74%)
Value$1.7K (-$4.9K)
Filed 2026-11-04
Toth Financial Advisory Corp
NEW
Shares24
Change+24
Value$1.5K
Filed 2026-10-08
Transce3nd, LLC
NEW
Shares24
Change+24
Value$1.5K
Filed 2026-10-26
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$1.3K (+$14)
Filed 2026-10-23
Gold Investment Management Ltd.
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$1.3K (+$12)
Filed 2026-10-19
Comprehensive Financial Planning, Inc.
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$1.2K (+$12)
Filed 2026-10-27
Burk Holdings LLC
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$972 (+$10)
Filed 2026-11-05
Elevated Capital Advisors, LLC
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$850 (+$8)
Filed 2026-11-04
Nvest Wealth Strategies, Inc.
NEW
Shares12
Change+12
Value$730
Filed 2026-10-14
Abound Wealth Management
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$729 (+$7)
Filed 2026-10-26
Fairman Group, LLC
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$668 (+$7)
Filed 2026-10-26
Fairway Wealth LLC
NEW
Shares10
Change+10
Value$607
Filed 2026-10-30
Mosley Wealth Management
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$647 (+$46)
Filed 2026-10-16
Trust Co
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$607 (+$6)
Filed 2026-10-09
Robbins Farley
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$486 (+$5)
Filed 2026-10-21
Lockheed Martin Investment Management Co
CLOSED
Shares0 from 134,200
Change-134,200 (-100%)
Value$0 (-$8.1M)
Filed 2026-11-04
Imc-Chicago, LLC
CLOSED
Shares0 from 64,935
Change-64,935 (-100%)
Value$0 (-$3.9M)
Filed 2026-11-05
Smithbridge Asset Management Inc
CLOSED
Shares0 from 55,261
Change-55,261 (-100%)
Value$0 (-$3.3M)
Filed 2026-10-19
Optimist Retirement Group LLC
CLOSED
Shares0 from 29,576
Change-29,576 (-100%)
Value$0 (-$1.8M)
Filed 2026-10-30
R Squared Ltd
CLOSED
Shares0 from 15,960
Change-15,960 (-100%)
Value$0 (-$959.5K)
Filed 2026-11-06
Range Financial Group LLC
CLOSED
Shares0 from 8,396
Change-8,396 (-100%)
Value$0 (-$504.8K)
Filed 2026-10-21
Dana Investment Advisors, Inc.
CLOSED
Shares0 from 6,518
Change-6,518 (-100%)
Value$0 (-$391.9K)
Filed 2026-11-06
Griffith & Werner, Inc.
CLOSED
Shares0 from 5,713
Change-5,713 (-100%)
Value$0 (-$343.0K)
Filed 2026-11-04
Franklin Street Advisors Inc
CLOSED
Shares0 from 5,642
Change-5,642 (-100%)
Value$0 (-$339.2K)
Filed 2026-10-13
Ironsides Asset Advisors, LLC
CLOSED
Shares0 from 5,187
Change-5,187 (-100%)
Value$0 (-$311.8K)
Filed 2026-10-20
Arjuna Capital
CLOSED
Shares0 from 4,845
Change-4,845 (-100%)
Value$0 (-$291.3K)
Filed 2026-11-03
Arlington Partners LLC
CLOSED
Shares0 from 4,841
Change-4,841 (-100%)
Value$0 (-$291.0K)
Filed 2026-10-20
Chiron Capital Management, LLC
CLOSED
Shares0 from 4,792
Change-4,792 (-100%)
Value$0 (-$288.1K)
Filed 2026-10-15
Delta Financial Advisors LLC
CLOSED
Shares0 from 4,588
Change-4,588 (-100%)
Value$0 (-$275.9K)
Filed 2026-10-27
Turtle Creek Wealth Advisors, LLC
CLOSED
Shares0 from 4,349
Change-4,349 (-100%)
Value$0 (-$261.5K)
Filed 2026-10-15
FDx Advisors, Inc.
CLOSED
Shares0 from 3,987
Change-3,987 (-100%)
Value$0 (-$240.0K)
Filed 2026-11-05
Advisor OS, LLC
CLOSED
Shares0 from 3,932
Change-3,932 (-100%)
Value$0 (-$236.4K)
Filed 2026-11-03
Clear Harbor Asset Management, LLC
CLOSED
Shares0 from 3,912
Change-3,912 (-100%)
Value$0 (-$235.2K)
Filed 2026-11-05
Embree Financial Group
CLOSED
Shares0 from 3,862
Change-3,862 (-100%)
Value$0 (-$232.2K)
Filed 2026-10-22
Sunpointe, LLC
CLOSED
Shares0 from 3,657
Change-3,657 (-100%)
Value$0 (-$219.9K)
Filed 2026-10-22
TritonPoint Partners, LLC
CLOSED
Shares0 from 3,608
Change-3,608 (-100%)
Value$0 (-$216.9K)
Filed 2026-11-05
Michael J. Porro & Co. Financial Advisors, Inc.
CLOSED
Shares0 from 3,529
Change-3,529 (-100%)
Value$0 (-$212.2K)
Filed 2026-10-16
BAR Harbor Wealth Management
CLOSED
Shares0 from 3,458
Change-3,458 (-100%)
Value$0 (-$207.9K)
Filed 2026-10-21
Avantax Planning Partners, Inc.
CLOSED
Shares0 from 3,387
Change-3,387 (-100%)
Value$0 (-$203.6K)
Filed 2026-11-03
Meridian Wealth Management, LLC
CLOSED
Shares0 from 3,358
Change-3,358 (-100%)
Value$0 (-$201.9K)
Filed 2026-11-05
SeaCrest Wealth Management, LLC
CLOSED
Shares0 from 3,340
Change-3,340 (-100%)
Value$0 (-$200.8K)
Filed 2026-10-21
AdvisorNet Financial, Inc
CLOSED
Shares0 from 3,098
Change-3,098 (-100%)
Value$0 (-$186.3K)
Filed 2026-10-15
Wealth Enhancement Trust Services, Inc.
CLOSED
Shares0 from 1,854
Change-1,854 (-100%)
Value$0 (-$111.5K)
Filed 2026-10-07
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 1,417
Change-1,417 (-100%)
Value$0 (-$85.2K)
Filed 2026-11-06
Salem Investment Counselors Inc
CLOSED
Shares0 from 1,023
Change-1,023 (-100%)
Value$0 (-$61.5K)
Filed 2026-10-13
LifeSteps Financial, Inc.
CLOSED
Shares0 from 739
Change-739 (-100%)
Value$0 (-$44.4K)
Filed 2026-10-15
MCF Advisors LLC
CLOSED
Shares0 from 673
Change-673 (-100%)
Value$0 (-$40.4K)
Filed 2026-10-28
Bayforest Capital Ltd
CLOSED
Shares0 from 659
Change-659 (-100%)
Value$0 (-$39.6K)
Filed 2026-11-03
Evolution Advisers, Inc.
CLOSED
Shares0 from 622
Change-622 (-100%)
Value$0 (-$37)
Filed 2026-11-06
Contravisory Investment Management, Inc.
CLOSED
Shares0 from 554
Change-554 (-100%)
Value$0 (-$33.3K)
Filed 2026-10-13
Wellington Grp LLC
CLOSED
Shares0 from 426
Change-426 (-100%)
Value$0 (-$24.3K)
Filed 2026-11-06
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 420
Change-420 (-100%)
Value$0 (-$25.3K)
Filed 2026-10-26
Cornerstone Planning Group LLC
CLOSED
Shares0 from 345
Change-345 (-100%)
Value$0 (-$21.3K)
Filed 2026-10-16
Atlatl Advisers LLC
CLOSED
Shares0 from 282
Change-282 (-100%)
Value$0 (-$17.0K)
Filed 2026-10-22
Knights of Columbus Asset Advisors LLC
CLOSED
Shares0 from 177
Change-177 (-100%)
Value$0 (-$10.6K)
Filed 2026-11-05
BankPlus Trust Department
CLOSED
Shares0 from 142
Change-142 (-100%)
Value$0 (-$8.5K)
Filed 2026-11-06
Brooklyn FI, LLC
CLOSED
Shares0 from 118
Change-118 (-100%)
Value$0 (-$7.3K)
Filed 2026-11-05
Yankcom Partnership
CLOSED
Shares0 from 91
Change-91 (-100%)
Value$0 (-$5.5K)
Filed 2026-10-15
Kelleher Financial Advisors
CLOSED
Shares0 from 88
Change-88 (-100%)
Value$0 (-$5.3K)
Filed 2026-10-30
Whipplewood Advisors, LLC
CLOSED
Shares0 from 76
Change-76 (-100%)
Value$0 (-$4.6K)
Filed 2026-10-20
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 63
Change-63 (-100%)
Value$0 (-$3.8K)
Filed 2026-10-26
Trifecta Capital Advisors, LLC
CLOSED
Shares0 from 19
Change-19 (-100%)
Value$0 (-$1.1K)
Filed 2026-10-21
Stone House Investment Management, LLC
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$601)
Filed 2026-10-23
Halbert Hargrove Global Advisors, LLC
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$620)
Filed 2026-10-16
CKW Financial Group
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 ($0)
Filed 2026-10-29
Wellington Management Group LLP
N/A
Shares— from 35,063,391
Change-35,063,391 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 9,665,376
Change-9,665,376 (-100%)
Value—
FMR LLC
N/A
Shares— from 9,006,011
Change-9,006,011 (-100%)
Value—
GQG Partners LLC
N/A
Shares— from 8,673,777
Change-8,673,777 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 8,143,219
Change-8,143,219 (-100%)
Value—
State Farm Mutual Automobile Insurance Co
N/A
Shares— from 6,174,081
Change-6,174,081 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 5,331,851
Change-5,331,851 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 4,223,732
Change-4,223,732 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 4,135,829
Change-4,135,829 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 4,117,069
Change-4,117,069 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 4,080,798
Change-4,080,798 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 3,994,633
Change-3,994,633 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 3,985,623
Change-3,985,623 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 3,762,722
Change-3,762,722 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 3,283,022
Change-3,283,022 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 3,039,810
Change-3,039,810 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 2,751,880
Change-2,751,880 (-100%)
Value—
Cullen Capital Management, LLC
N/A
Shares— from 2,745,360
Change-2,745,360 (-100%)
Value—
Hotchkis & Wiley Capital Management LLC
N/A
Shares— from 2,565,840
Change-2,565,840 (-100%)
Value—
Barrow Hanley Mewhinney & Strauss LLC
N/A
Shares— from 2,519,773
Change-2,519,773 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 2,336,422
Change-2,336,422 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 2,293,405
Change-2,293,405 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 2,138,036
Change-2,138,036 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 2,103,480
Change-2,103,480 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 1,850,253
Change-1,850,253 (-100%)
Value—
Fiduciary Management Inc
N/A
Shares— from 1,786,644
Change-1,786,644 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 1,642,701
Change-1,642,701 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 1,592,185
Change-1,592,185 (-100%)
Value—
Norges Bank
N/A
Shares— from 1,583,098
Change-1,583,098 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 1,509,491
Change-1,509,491 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 1,385,209
Change-1,385,209 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,231,031
Change-1,231,031 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 1,167,336
Change-1,167,336 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 1,062,661
Change-1,062,661 (-100%)
Value—
Saturna Capital Corp
N/A
Shares— from 1,048,865
Change-1,048,865 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 1,033,720
Change-1,033,720 (-100%)
Value—
UBS Group AG
N/A
Shares— from 927,430
Change-927,430 (-100%)
Value—
Lansforsakringar Fondforvaltning AB (publ)
N/A
Shares— from 854,189
Change-854,189 (-100%)
Value—
First Eagle Investment Management, LLC
N/A
Shares— from 842,507
Change-842,507 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 812,563
Change-812,563 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 803,896
Change-803,896 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 795,511
Change-795,511 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 728,942
Change-728,942 (-100%)
Value—
St. James Investment Company, LLC
N/A
Shares— from 710,415
Change-710,415 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 677,809
Change-677,809 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 670,102
Change-670,102 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 653,543
Change-653,543 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 652,686
Change-652,686 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 633,874
Change-633,874 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 629,025
Change-629,025 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 616,409
Change-616,409 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 590,086
Change-590,086 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 589,797
Change-589,797 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 579,027
Change-579,027 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 569,489
Change-569,489 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 566,809
Change-566,809 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 527,848
Change-527,848 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 490,979
Change-490,979 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 490,089
Change-490,089 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 462,402
Change-462,402 (-100%)
Value—
Holowesko Partners Ltd.
N/A
Shares— from 459,600
Change-459,600 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 454,697
Change-454,697 (-100%)
Value—
Trillium Asset Management, LLC
N/A
Shares— from 447,107
Change-447,107 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 444,887
Change-444,887 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 439,074
Change-439,074 (-100%)
Value—
Freestone Grove Partners LP
N/A
Shares— from 423,982
Change-423,982 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 410,103
Change-410,103 (-100%)
Value—
River Road Asset Management, LLC
N/A
Shares— from 408,941
Change-408,941 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 397,680
Change-397,680 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 390,342
Change-390,342 (-100%)
Value—
Managed Asset Portfolios, LLC
N/A
Shares— from 375,179
Change-375,179 (-100%)
Value—
Clark Estates Inc
N/A
Shares— from 370,000
Change-370,000 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 367,496
Change-367,496 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 341,611
Change-341,611 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 340,200
Change-340,200 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 336,606
Change-336,606 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 331,756
Change-331,756 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 308,413
Change-308,413 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 290,596
Change-290,596 (-100%)
Value—
MAR Vista Investment Partners LLC
N/A
Shares— from 284,749
Change-284,749 (-100%)
Value—
TriCert Investment Counsel Inc.
N/A
Shares— from 244,804
Change-244,804 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 243,267
Change-243,267 (-100%)
Value—
Capital Wealth Planning, LLC
N/A
Shares— from 233,777
Change-233,777 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 225,534
Change-225,534 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 224,254
Change-224,254 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 223,116
Change-223,116 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 211,670
Change-211,670 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 202,457
Change-202,457 (-100%)
Value—
Wallace Capital Management Inc.
N/A
Shares— from 200,651
Change-200,651 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 198,689
Change-198,689 (-100%)
Value—
M. Kulyk & Associates, LLC
N/A
Shares— from 191,866
Change-191,866 (-100%)
Value—
&partners
N/A
Shares— from 183,094
Change-183,094 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 178,344
Change-178,344 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 172,056
Change-172,056 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 169,546
Change-169,546 (-100%)
Value—
Dixon Mitchell Investment Counsel Inc.
N/A
Shares— from 160,400
Change-160,400 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 157,364
Change-157,364 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 156,080
Change-156,080 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 155,998
Change-155,998 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 154,017
Change-154,017 (-100%)
Value—
Guardian Capital LP
N/A
Shares— from 151,981
Change-151,981 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 148,396
Change-148,396 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 147,131
Change-147,131 (-100%)
Value—
Zevin Asset Management LLC
N/A
Shares— from 145,372
Change-145,372 (-100%)
Value—
Windle Wealth, LLC
N/A
Shares— from 141,375
Change-141,375 (-100%)
Value—
New England Asset Management Inc
N/A
Shares— from 140,518
Change-140,518 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 138,577
Change-138,577 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 138,103
Change-138,103 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 135,826
Change-135,826 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 134,632
Change-134,632 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 134,608
Change-134,608 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 132,793
Change-132,793 (-100%)
Value—
Systematic Alpha Investments, LLC
N/A
Shares— from 131,449
Change-131,449 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 130,254
Change-130,254 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 127,374
Change-127,374 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 122,888
Change-122,888 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 121,688
Change-121,688 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 115,282
Change-115,282 (-100%)
Value—
Hilton Capital Management, LLC
N/A
Shares— from 114,017
Change-114,017 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 112,085
Change-112,085 (-100%)
Value—
Liberty One Investment Management, LLC
N/A
Shares— from 110,359
Change-110,359 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 110,309
Change-110,309 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 107,642
Change-107,642 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 105,546
Change-105,546 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 104,675
Change-104,675 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 104,549
Change-104,549 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 99,464
Change-99,464 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 98,821
Change-98,821 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 98,255
Change-98,255 (-100%)
Value—
Tevis Investment Management
N/A
Shares— from 98,231
Change-98,231 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 96,802
Change-96,802 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 94,264
Change-94,264 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 93,046
Change-93,046 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 92,834
Change-92,834 (-100%)
Value—
Auxier Asset Management LLC
N/A
Shares— from 92,574
Change-92,574 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 92,064
Change-92,064 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 91,925
Change-91,925 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 87,298
Change-87,298 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 87,114
Change-87,114 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 86,429
Change-86,429 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 79,011
Change-79,011 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 76,731
Change-76,731 (-100%)
Value—
Royce & Associates LP
N/A
Shares— from 74,000
Change-74,000 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 73,426
Change-73,426 (-100%)
Value—
Northstar Asset Management Inc
N/A
Shares— from 69,659
Change-69,659 (-100%)
Value—
Timber Creek Capital Management LLC
N/A
Shares— from 69,264
Change-69,264 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 68,516
Change-68,516 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 64,605
Change-64,605 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 63,608
Change-63,608 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 63,312
Change-63,312 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 62,723
Change-62,723 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 62,067
Change-62,067 (-100%)
Value—
Aperture Investors, LLC
N/A
Shares— from 61,691
Change-61,691 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 61,617
Change-61,617 (-100%)
Value—
Heartland Advisors Inc
N/A
Shares— from 60,605
Change-60,605 (-100%)
Value—
DV Equities, LLC
N/A
Shares— from 58,240
Change-58,240 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 57,809
Change-57,809 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 55,656
Change-55,656 (-100%)
Value—
DJE Kapital AG
N/A
Shares— from 54,236
Change-54,236 (-100%)
Value—
Stephens Inc
N/A
Shares— from 52,960
Change-52,960 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 52,311
Change-52,311 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 52,169
Change-52,169 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 51,887
Change-51,887 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 50,777
Change-50,777 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 50,618
Change-50,618 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 49,213
Change-49,213 (-100%)
Value—
Opal Capital LLC
N/A
Shares— from 48,218
Change-48,218 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 48,017
Change-48,017 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 45,823
Change-45,823 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 45,560
Change-45,560 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 45,059
Change-45,059 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 43,518
Change-43,518 (-100%)
Value—
Entropy Technologies, LP
N/A
Shares— from 41,159
Change-41,159 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 40,411
Change-40,411 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 39,821
Change-39,821 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 39,636
Change-39,636 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 38,745
Change-38,745 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 38,209
Change-38,209 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 37,826
Change-37,826 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 37,284
Change-37,284 (-100%)
Value—
Salt Holding Corp.
N/A
Shares— from 36,900
Change-36,900 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 36,827
Change-36,827 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 36,509
Change-36,509 (-100%)
Value—
Aviso Financial Inc.
N/A
Shares— from 35,248
Change-35,248 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 35,089
Change-35,089 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 34,743
Change-34,743 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 33,137
Change-33,137 (-100%)
Value—
44 Wealth Management LLC
N/A
Shares— from 33,027
Change-33,027 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 32,897
Change-32,897 (-100%)
Value—
Callahan Advisors, LLC
N/A
Shares— from 32,651
Change-32,651 (-100%)
Value—
State Street Corp
N/A
Shares— from 32,014
Change-32,014 (-100%)
Value—
Capital Financial Group Inc\co\
N/A
Shares— from 31,373
Change-31,373 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 31,004
Change-31,004 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 30,526
Change-30,526 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 29,375
Change-29,375 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 28,576
Change-28,576 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 28,355
Change-28,355 (-100%)
Value—
Earnest Partners LLC
N/A
Shares— from 28,350
Change-28,350 (-100%)
Value—
Drexel Morgan & Co.
N/A
Shares— from 27,881
Change-27,881 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 27,800
Change-27,800 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 27,378
Change-27,378 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 27,322
Change-27,322 (-100%)
Value—
RBF Capital, LLC
N/A
Shares— from 26,666
Change-26,666 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 26,358
Change-26,358 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 25,854
Change-25,854 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 25,353
Change-25,353 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 24,966
Change-24,966 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 24,703
Change-24,703 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 23,965
Change-23,965 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 23,826
Change-23,826 (-100%)
Value—
Voya Financial Advisors, Inc.
N/A
Shares— from 23,772
Change-23,772 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 23,571
Change-23,571 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 23,220
Change-23,220 (-100%)
Value—
Commerce Bank
N/A
Shares— from 23,180
Change-23,180 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 22,856
Change-22,856 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 21,761
Change-21,761 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 21,655
Change-21,655 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 21,528
Change-21,528 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 21,400
Change-21,400 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 20,770
Change-20,770 (-100%)
Value—
Nwam LLC
N/A
Shares— from 20,558
Change-20,558 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 20,441
Change-20,441 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 20,117
Change-20,117 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 19,734
Change-19,734 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 19,377
Change-19,377 (-100%)
Value—
Raelipskie Partnership
N/A
Shares— from 19,018
Change-19,018 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 18,823
Change-18,823 (-100%)
Value—
Smart Money Group LLC
N/A
Shares— from 18,734
Change-18,734 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 18,370
Change-18,370 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 18,359
Change-18,359 (-100%)
Value—
Leith Wheeler Investment Counsel Ltd.
N/A
Shares— from 18,207
Change-18,207 (-100%)
Value—
Permanent Capital Management, LP
N/A
Shares— from 17,648
Change-17,648 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 17,548
Change-17,548 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 17,454
Change-17,454 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 17,444
Change-17,444 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 17,343
Change-17,343 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 17,205
Change-17,205 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 17,061
Change-17,061 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 16,972
Change-16,972 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 16,753
Change-16,753 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 16,724
Change-16,724 (-100%)
Value—
Rodgers Brothers Inc.
N/A
Shares— from 16,719
Change-16,719 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 16,695
Change-16,695 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 16,658
Change-16,658 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 16,512
Change-16,512 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 16,286
Change-16,286 (-100%)
Value—
Keystone Financial Services
N/A
Shares— from 16,254
Change-16,254 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 16,228
Change-16,228 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 16,110
Change-16,110 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 16,099
Change-16,099 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 15,852
Change-15,852 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 15,716
Change-15,716 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 15,705
Change-15,705 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 15,274
Change-15,274 (-100%)
Value—
Twin City Private Wealth, LLC
N/A
Shares— from 15,094
Change-15,094 (-100%)
Value—
Future Fund LLC
N/A
Shares— from 15,001
Change-15,001 (-100%)
Value—
Limestone Investment Advisors LP
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 14,895
Change-14,895 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 14,835
Change-14,835 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 14,779
Change-14,779 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 14,632
Change-14,632 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 14,546
Change-14,546 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 14,129
Change-14,129 (-100%)
Value—
Integrated Quantitative Investments LLC
N/A
Shares— from 13,843
Change-13,843 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 13,778
Change-13,778 (-100%)
Value—
FOX RUN Management, L.L.C.
N/A
Shares— from 13,400
Change-13,400 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 13,285
Change-13,285 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 13,127
Change-13,127 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 13,024
Change-13,024 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 12,964
Change-12,964 (-100%)
Value—
Hartford Funds Management Co LLC
N/A
Shares— from 12,896
Change-12,896 (-100%)
Value—
Bank of Nova Scotia Trust Co
N/A
Shares— from 12,833
Change-12,833 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 12,821
Change-12,821 (-100%)
Value—
Potentia Wealth
N/A
Shares— from 12,798
Change-12,798 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 12,585
Change-12,585 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 12,552
Change-12,552 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 12,477
Change-12,477 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 12,005
Change-12,005 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 11,757
Change-11,757 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 11,738
Change-11,738 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 11,705
Change-11,705 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 11,621
Change-11,621 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 11,536
Change-11,536 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 11,496
Change-11,496 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 11,330
Change-11,330 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 11,302
Change-11,302 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 11,201
Change-11,201 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 10,969
Change-10,969 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 10,954
Change-10,954 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 10,950
Change-10,950 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 10,881
Change-10,881 (-100%)
Value—
Legacy Capital Group California, Inc.
N/A
Shares— from 10,687
Change-10,687 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 10,681
Change-10,681 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 10,610
Change-10,610 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 10,541
Change-10,541 (-100%)
Value—
Atom Investors LP
N/A
Shares— from 10,497
Change-10,497 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 10,375
Change-10,375 (-100%)
Value—
Navellier & Associates Inc
N/A
Shares— from 10,215
Change-10,215 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 10,184
Change-10,184 (-100%)
Value—
SGL Investment Advisors, Inc.
N/A
Shares— from 10,169
Change-10,169 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 10,010
Change-10,010 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 9,987
Change-9,987 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 9,951
Change-9,951 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 9,910
Change-9,910 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 9,336
Change-9,336 (-100%)
Value—
Tranquilli Financial Advisor LLC
N/A
Shares— from 9,172
Change-9,172 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 9,002
Change-9,002 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 8,955
Change-8,955 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 8,929
Change-8,929 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 8,770
Change-8,770 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 8,702
Change-8,702 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 8,668
Change-8,668 (-100%)
Value—
Old North State Trust, LLC
N/A
Shares— from 8,549
Change-8,549 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 8,529
Change-8,529 (-100%)
Value—
Jennison Associates LLC
N/A
Shares— from 8,490
Change-8,490 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 8,486
Change-8,486 (-100%)
Value—
Spwm Advisors LLC
N/A
Shares— from 8,483
Change-8,483 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 8,215
Change-8,215 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 8,163
Change-8,163 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 8,106
Change-8,106 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 7,935
Change-7,935 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 7,888
Change-7,888 (-100%)
Value—
Banco de Sabadell, S.a
N/A
Shares— from 7,834
Change-7,834 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 7,717
Change-7,717 (-100%)
Value—
Clare Market Investments LLC
N/A
Shares— from 7,698
Change-7,698 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 7,658
Change-7,658 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 7,568
Change-7,568 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 7,564
Change-7,564 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 7,550
Change-7,550 (-100%)
Value—
Meadowbrook Advisors Group, LLC
N/A
Shares— from 7,520
Change-7,520 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 7,479
Change-7,479 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 7,457
Change-7,457 (-100%)
Value—
Precision Wealth Strategies, LLC
N/A
Shares— from 7,380
Change-7,380 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 7,227
Change-7,227 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 7,087
Change-7,087 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 7,086
Change-7,086 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 6,993
Change-6,993 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 6,923
Change-6,923 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 6,526
Change-6,526 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 6,515
Change-6,515 (-100%)
Value—
RD Lewis Holdings, Inc.
N/A
Shares— from 6,512
Change-6,512 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 6,456
Change-6,456 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 6,383
Change-6,383 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 6,254
Change-6,254 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 6,186
Change-6,186 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 6,178
Change-6,178 (-100%)
Value—
Farringdon Capital, Ltd.
N/A
Shares— from 6,161
Change-6,161 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 6,107
Change-6,107 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 6,105
Change-6,105 (-100%)
Value—
Calydon Capital
N/A
Shares— from 6,099
Change-6,099 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 6,091
Change-6,091 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 6,022
Change-6,022 (-100%)
Value—
Cetera Trust Company, N.a
N/A
Shares— from 6,020
Change-6,020 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 5,826
Change-5,826 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 5,810
Change-5,810 (-100%)
Value—
Port Capital LLC
N/A
Shares— from 5,777
Change-5,777 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 5,752
Change-5,752 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 5,723
Change-5,723 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 5,528
Change-5,528 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 5,525
Change-5,525 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 5,497
Change-5,497 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 5,460
Change-5,460 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 5,454
Change-5,454 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 5,437
Change-5,437 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 5,422
Change-5,422 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 5,414
Change-5,414 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 5,378
Change-5,378 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 5,340
Change-5,340 (-100%)
Value—
Phocas Financial Corp.
N/A
Shares— from 5,333
Change-5,333 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 5,263
Change-5,263 (-100%)
Value—
Dodge & COX
N/A
Shares— from 5,243
Change-5,243 (-100%)
Value—
FCA Corp
N/A
Shares— from 5,222
Change-5,222 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 5,108
Change-5,108 (-100%)
Value—
Gentry Private Wealth, LLC
N/A
Shares— from 5,082
Change-5,082 (-100%)
Value—
Optas, LLC
N/A
Shares— from 4,992
Change-4,992 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 4,973
Change-4,973 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 4,965
Change-4,965 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 4,951
Change-4,951 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 4,922
Change-4,922 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 4,898
Change-4,898 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 4,836
Change-4,836 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 4,805
Change-4,805 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 4,781
Change-4,781 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 4,742
Change-4,742 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 4,723
Change-4,723 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 4,713
Change-4,713 (-100%)
Value—
Borer Denton & Associates, Inc.
N/A
Shares— from 4,696
Change-4,696 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 4,686
Change-4,686 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 4,636
Change-4,636 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 4,629
Change-4,629 (-100%)
Value—
TRU Independence Asset Management 2, LLC
N/A
Shares— from 4,616
Change-4,616 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 4,582
Change-4,582 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 4,563
Change-4,563 (-100%)
Value—
Harris Associates L P
N/A
Shares— from 4,516
Change-4,516 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 4,507
Change-4,507 (-100%)
Value—
Alvarez & Marsal Private Wealth Partners, LLC
N/A
Shares— from 4,489
Change-4,489 (-100%)
Value—
Payne Capital LLC
N/A
Shares— from 4,483
Change-4,483 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 4,454
Change-4,454 (-100%)
Value—
Whetstone Capital Advisors, LLC
N/A
Shares— from 4,444
Change-4,444 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 4,435
Change-4,435 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 4,421
Change-4,421 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 4,377
Change-4,377 (-100%)
Value—
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A
Shares— from 4,341
Change-4,341 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 4,340
Change-4,340 (-100%)
Value—
Empire Financial Management Company, LLC
N/A
Shares— from 4,333
Change-4,333 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 4,306
Change-4,306 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 4,267
Change-4,267 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 4,209
Change-4,209 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 4,186
Change-4,186 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 4,145
Change-4,145 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 4,117
Change-4,117 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 4,114
Change-4,114 (-100%)
Value—
Lafayette Investments, Inc.
N/A
Shares— from 4,016
Change-4,016 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 3,963
Change-3,963 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 3,939
Change-3,939 (-100%)
Value—
Tacita Capital Inc
N/A
Shares— from 3,909
Change-3,909 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 3,877
Change-3,877 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 3,838
Change-3,838 (-100%)
Value—
Bard Associates Inc
N/A
Shares— from 3,832
Change-3,832 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 3,822
Change-3,822 (-100%)
Value—
Graybill Wealth Management, Ltd.
N/A
Shares— from 3,756
Change-3,756 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 3,748
Change-3,748 (-100%)
Value—
LGT Group Foundation
N/A
Shares— from 3,688
Change-3,688 (-100%)
Value—
Parvin Asset Management, LLC
N/A
Shares— from 3,567
Change-3,567 (-100%)
Value—
NerdWallet Wealth Partners, LLC
N/A
Shares— from 3,466
Change-3,466 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 3,458
Change-3,458 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 3,448
Change-3,448 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 3,445
Change-3,445 (-100%)
Value—
Atlantic Family Wealth, LLC
N/A
Shares— from 3,373
Change-3,373 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 3,330
Change-3,330 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 3,222
Change-3,222 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 3,175
Change-3,175 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 3,151
Change-3,151 (-100%)
Value—
Hurricane Capital Advisors LLC
N/A
Shares— from 3,100
Change-3,100 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 3,038
Change-3,038 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 2,677
Change-2,677 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 2,659
Change-2,659 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 2,599
Change-2,599 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 2,497
Change-2,497 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 2,299
Change-2,299 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 2,269
Change-2,269 (-100%)
Value—
Riverview Trust Co
N/A
Shares— from 2,233
Change-2,233 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 2,082
Change-2,082 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 1,957
Change-1,957 (-100%)
Value—
Corient IA LP
N/A
Shares— from 1,949
Change-1,949 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 1,934
Change-1,934 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 1,926
Change-1,926 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 1,894
Change-1,894 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 1,803
Change-1,803 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 1,662
Change-1,662 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 1,446
Change-1,446 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 1,390
Change-1,390 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 1,385
Change-1,385 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 1,333
Change-1,333 (-100%)
Value—
Broadwater Capital Management LLC
N/A
Shares— from 1,288
Change-1,288 (-100%)
Value—
Pingora Partners LLC
N/A
Shares— from 1,236
Change-1,236 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 1,192
Change-1,192 (-100%)
Value—
EFG International AG
N/A
Shares— from 1,186
Change-1,186 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 1,015
Change-1,015 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 918
Change-918 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 816
Change-816 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 792
Change-792 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 718
Change-718 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 666
Change-666 (-100%)
Value—
Palladiem, LLC
N/A
Shares— from 627
Change-627 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 612
Change-612 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 602
Change-602 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 597
Change-597 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 549
Change-549 (-100%)
Value—
Financial Avengers, Inc.
N/A
Shares— from 544
Change-544 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 491
Change-491 (-100%)
Value—
Brentview Investment Management LLC
N/A
Shares— from 491
Change-491 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 476
Change-476 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 475
Change-475 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 470
Change-470 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 450
Change-450 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 447
Change-447 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 444
Change-444 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 428
Change-428 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 387
Change-387 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 384
Change-384 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 380
Change-380 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 372
Change-372 (-100%)
Value—
Core Alternative Capital
N/A
Shares— from 355
Change-355 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 354
Change-354 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 351
Change-351 (-100%)
Value—
Baillie Gifford & Co
N/A
Shares— from 350
Change-350 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 315
Change-315 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 307
Change-307 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 298
Change-298 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 287
Change-287 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 280
Change-280 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 268
Change-268 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 258
Change-258 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 241
Change-241 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 222
Change-222 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 203
Change-203 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 201
Change-201 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 198
Change-198 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 181
Change-181 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 177
Change-177 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 142
Change-142 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 130
Change-130 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 117
Change-117 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 115
Change-115 (-100%)
Value—
S&T Bank
N/A
Shares— from 115
Change-115 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 113
Change-113 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 100
Change-100 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 88
Change-88 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 81
Change-81 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 77
Change-77 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 71
Change-71 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 52
Change-52 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 51
Change-51 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 43
Change-43 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 37
Change-37 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 29
Change-29 (-100%)
Value—
Centennial Bank
N/A
Shares— from 27
Change-27 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 23
Change-23 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 19
Change-19 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 16
Change-16 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 15
Change-15 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 14
Change-14 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 5
Change-5 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 4
Change-4 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 0
Change0
Value—
Status
Fisher Asset Management, LLC
INCREASED25,158,47024,693,472+464,998+2%$1.5B$1.5B+$43.3M2026-11-06
Dimensional Fund Advisors LP
INCREASED5,423,8804,808,071+615,809+13%$289.1M$329.4M+$40.3M2026-11-04
Hamlin Capital Management, LLC
DECREASED2,660,7222,722,721-61,999-2%$163.7M$161.6M-$2.1M2026-10-08
Thrivent Financial for Lutherans
INCREASED2,644,2042,643,486+718+0%$158.9M$160.6K-$158.8M2026-11-05
Saratoga Research & Investment Management
INCREASED2,018,1221,986,430+31,692+2%$119.4M$122.6M+$3.1M2026-10-16
Equity Investment Corp
INCREASED2,012,2581,996,952+15,306+1%$120.1M$122.2M+$2.1M2026-11-04
LPL Financial LLC
INCREASED1,880,8921,712,505+168,387+10%$103.0M$114.2M+$11.3M2026-11-06
Munich Reinsurance Co Stock Corp in Munich
DECREASED1,508,3581,531,084-22,726-1%$92.0M$91.6M-$446.2K2026-10-30
Allspring Global Investments Holdings, LLC
INCREASED1,472,5021,438,344+34,158+2%$87.6M$87.7M+$150.9K2026-11-04
Everett Harris & Co
INCREASED1,425,4581,418,743+6,715+0%$85.3M$86.6M+$1.3M2026-10-28
Bank of New York Mellon Corp
INCREASED952,906943,718+9,188+1%$56.7M$57.9M+$1.1M2026-11-05
Truist Financial Corp
INCREASED684,211680,642+3,569+1%$40.9M$41.6M+$632.0K2026-10-30
Cooke & Bieler LP
DECREASED673,5841,231,189-557,605-45%$74.0M$40.9M-$33.1M2026-10-21
Oppenheimer Asset Management Inc.
DECREASED615,487630,098-14,611-2%$37.9M$37.4M-$503.0K2026-10-27
Assetmark, Inc
INCREASED546,499479,181+67,318+14%$28.8M$33.2M+$4.4M2026-10-21
Reynders McVeigh Capital Management, LLC
INCREASED526,885413,512+113,373+27%$24.9M$32.0M+$7.1M2026-10-30
Creative Planning
INCREASED514,074452,555+61,519+14%$27.2M$31.2M+$4.0M2026-11-02
Nykredit A/S
NEW490,781—+490,781——$29.8M—2026-11-06
Factory Mutual Insurance Co
INCREASED472,457375,457+97,000+26%$22.6M$28.7M+$6.1M2026-10-30
Cardinal Capital Management, Inc.
INCREASED450,494441,818+8,676+2%$26.6M$27.4M+$796.4K2026-10-16
PNC Financial Services Group, Inc.
INCREASED413,117389,025+24,092+6%$23.4M$25.1M+$1.7M2026-11-06
Russell Investments Group, Ltd.
INCREASED389,237224,451+164,786+73%$13.5M$23.6M+$10.1M2026-11-06
Compagnie Lombard Odier SCmA
UNCHANGED346,666346,66600%$20.8M$21.1M+$211.5K2026-11-04
Grandfield & Dodd, LLC
INCREASED335,587333,475+2,112+1%$20.0M$20.4M+$331.7K2026-10-29
Kestra Advisory Services, LLC
INCREASED331,750319,661+12,089+4%$19.2M$20.1M+$929.2K2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED309,110298,018+11,092+4%$12.0M$12.6M+$558.6K2026-10-13
Commonwealth Equity Services, LLC
INCREASED298,853288,656+10,197+4%$17.4M$18.1M+$795.3K2026-11-02
TD Waterhouse Canada Inc.
DECREASED282,555288,725-6,170-2%$17.6M$16.8M-$752.2K2026-10-16
Yacktman Asset Management LP
INCREASED257,223241,192+16,031+7%$14.5M$15.6M+$1.1M2026-11-02
Crossmark Global Holdings, Inc.
DECREASED242,360249,912-7,552-3%$15.0M$14.7M-$306.2K2026-10-21
Sanders Capital, LLC
DECREASED227,515235,435-7,920-3%$14.2M$13.8M-$337.4K2026-11-02
ProVise Management Group, LLC
DECREASED205,202207,550-2,348-1%$12.5M$12.5M-$16.0K2026-11-06
QV Investors Inc.
DECREASED203,243206,353-3,110-2%$12.4M$12.3K-$12.4M2026-10-20
Sustainable Growth Advisers, LP
DECREASED195,902310,450-114,548-37%$18.7M$11.9M-$6.8M2026-10-15
Eldred Rock Partners, LLC
INCREASED184,221182,828+1,393+1%$11.0M$11.2M+$196.1K2026-10-13
Modera Wealth Management, LLC
DECREASED163,102167,403-4,301-3%$10.1M$9.9M-$159.0K2026-10-28
Matthew Goff Investment Advisor, LLC
NEW161,829—+161,829——$9.8M—2026-10-13
Keystone Financial Planning, Inc.
DECREASED160,199160,522-3230%$9.7M$9.7M+$78.3K2026-10-08
Rockland Trust Co
DECREASED157,790162,239-4,449-3%$9.8M$9.6M-$171.2K2026-10-05
Savant Capital, LLC
INCREASED156,85294,330+62,522+66%$5.9M$9.5M+$3.7M2026-11-06
Boston Common Asset Management, LLC
DECREASED152,611152,726-1150%$9.2M$9.3M+$86.2K2026-10-13
American Assets Investment Management, LLC
UNCHANGED151,111151,11100%$9.1M$9.2M+$92.2K2026-10-30
Levin Capital Strategies, L.P.
DECREASED146,713146,847-1340%$8.8M$8.9M+$81.6K2026-11-02
Allworth Financial LP
INCREASED139,125134,968+4,157+3%$8.1M$8.4M+$249.9K2026-11-06
Moran Wealth Management, LLC
INCREASED136,746130,112+6,634+5%$7.8M$8.3M+$482.3K2026-10-22
Cullen Investment Group, Ltd.
INCREASED134,681121,295+13,386+11%$7.3M$8.5M+$1.2M2026-10-13
Nicholas Company, Inc.
UNCHANGED133,958133,95800%$8.1M$8.1M+$81.7K2026-11-05
ABC Arbitrage SA
INCREASED131,541120,651+10,890+9%$7.3M$8.0M+$734.9K2026-10-23
Advocate Group LLC
INCREASED130,198125,795+4,403+4%$7.6M$7.9M+$344.1K2026-10-19
Cantor Fitzgerald Investment Advisors L.P.
INCREASED130,048122,201+7,847+6%$7.3M$7.9M+$551.1K2026-10-21
GFS Advisors, LLC
INCREASED128,169124,896+3,273+3%$15.4K$7.8M+$7.8M2026-11-03
Citigroup Inc
INCREASED118,795108,601+10,194+9%$6.5M$7.2M+$685.3K2026-11-04
Davenport & Co LLC
INCREASED115,421102,866+12,555+12%$6.2M$7.0M+$825.2K2026-10-14
Ethic Inc.
INCREASED114,713100,961+13,752+14%$6.1M$7.0M+$896.8K2026-11-03
Gilman Hill Asset Management, LLC
INCREASED112,736111,932+804+1%$6.7M$6.8M+$117.1K2026-10-13
Stablepoint Partners, LLC
INCREASED112,71597,951+14,764+15%$5.9M$6.8M+$956.4K2026-11-03
Nixon Peabody Trust Co
DECREASED111,418112,184-766-1%$6.7M$6.8M+$21.9K2026-10-23
US Bancorp \de\
INCREASED109,464103,342+6,122+6%$6.2M$6.6M+$434.8K2026-11-05
NewSquare Capital LLC
INCREASED107,473103,888+3,585+3%$6.2M$6.5M+$281.1K2026-11-06
Martin Capital Partners, LLC
DECREASED106,682106,785-1030%$6.4M$6.5M+$58.9K2026-10-07
Quadrant Capital Group LLC
INCREASED106,67779,694+26,983+34%$4.8M$6.7M+$1.9M2026-10-20
NorthCrest Asset Manangement, LLC
INCREASED106,064104,535+1,529+1%$6.4M$6.6M+$194.0K2026-10-13
Clean Yield Group
DECREASED103,191103,553-3620%$6.2M$6.3M+$41.2K2026-10-28
Cambridge Investment Research Advisors, Inc.
DECREASED99,314106,169-6,855-6%$6.4M$6.0K-$6.4M2026-11-02
Northside Capital Management, LLC
UNCHANGED98,61498,61400%$5.9M$6.0M+$60.2K2026-10-13
Atria Investments, Inc
INCREASED98,32993,823+4,506+5%$5.6M$6.0M+$330.9K2026-10-15
Baker Chad R
INCREASED96,77796,377+400+0%$5.8M$5.9M+$83.1K2026-10-22
Todd Asset Management LLC
DECREASED95,42595,495-700%$5.7M$5.8M+$54.0K2026-10-27
Allen Capital Group, LLC
INCREASED93,09192,870+221+0%$5.6M$5.7M+$70.1K2026-10-27
Coston, McIsaac & Partners
DECREASED92,40495,582-3,178-3%$5.7M$5.6M-$134.3K2026-11-06
Hennessy Advisors Inc
UNCHANGED91,04491,04400%$5.5M$5.5M+$55.5K2026-10-28
Pinkerton Wealth, LLC
INCREASED90,82181,607+9,214+11%$4.6M$5.5M+$866.4K2026-10-29
Gradient Investments LLC
INCREASED90,13586,208+3,927+5%$5.2M$5.5M+$291.1K2026-10-08
Butensky & Cohen Financial Security, Inc
INCREASED89,39286,756+2,636+3%$5.2M$5.4M+$213.0K2026-10-13
True Freedom Investing, LLC
INCREASED89,28779,194+10,093+13%$4.5M$5.4M+$910.7K2026-10-29
Hamilton Point Investment Advisors, LLC
INCREASED89,09788,808+289+0%$5.3M$5.4M+$71.7K2026-11-03
Azzad Asset Management Inc
INCREASED88,80582,072+6,733+8%$4.9M$5.4M+$459.0K2026-11-04
Lorne Steinberg Wealth Management Inc.
DECREASED88,65688,776-1200%$5.3M$5.4M+$46.9K2026-10-23
Kornitzer Capital Management Inc
DECREASED85,053155,130-70,077-45%$9.3M$5.2M-$4.2M2026-11-03
Farther Finance Advisors, LLC
DECREASED83,846108,261-24,415-23%$6.5M$5.1M-$1.4M2026-10-08
Kavar Capital Partners Group, LLC
DECREASED81,98183,168-1,187-1%$5.0M$5.0M-$21.4K2026-11-06
Third View Private Wealth, LLC
INCREASED81,92379,702+2,221+3%$4.8M$5.0M+$183.5K2026-10-30
Guyasuta Investment Advisors Inc
DECREASED77,56186,003-8,442-10%$5.2M$4.7M-$460.2K2026-10-15
MacKenzie Financial Corp
INCREASED76,85752,076+24,781+48%$3.1M$4.7M+$1.5M2026-11-02
Zions Bancorporation, National Association
DECREASED76,69494,351-17,657-19%$5.7M$4.7M-$1.0M2026-11-06
Autumn Glory Partners, LLC
UNCHANGED75,07075,07000%$4.5M$4.6M+$45.8K2026-10-26
Keybank National Association
INCREASED73,22966,691+6,538+10%$4.0M$4.4M+$437.7K2026-11-04
Founders Financial Securities LLC
INCREASED71,30270,254+1,048+1%$4.2M$4.3M+$106.5K2026-10-28
XML Financial, LLC
DECREASED69,77770,415-638-1%$4.2M$4.2M+$4.2K2026-10-29
TD Private Client Wealth LLC
INCREASED67,74960,034+7,715+13%$3.6M$4.1M+$505.2K2026-10-28
IFP Advisors, Inc
INCREASED67,51566,896+619+1%$4.0M$4.1M+$78.4K2026-10-16
Bonness Enterprises Inc
NEW66,985—+66,985——$4.1M—2026-10-08
Euro Pacific Asset Management, LLC
DECREASED65,81165,892-810%$2.5K$4.0M+$4.0M2026-11-03
Choreo, LLC
INCREASED62,92156,994+5,927+10%$3.4M$3.8M+$394.7K2026-10-28
Davis-Rea Ltd.
INCREASED61,40360,960+443+1%$3.7M$3.7M+$64.1K2026-10-13
Concurrent Investment Advisors, LLC
DECREASED60,88664,207-3,321-5%$3.9M$3.7M-$162.5K2026-10-16
Old Port Advisors
INCREASED58,09154,734+3,357+6%$3.3M$3.5M+$237.3K2026-10-23
Slocum, Gordon & Co LLP
DECREASED57,99058,181-1910%$3.5M$3.5M+$23.9K2026-10-19
Foresight Capital Management Advisors, Inc.
INCREASED56,04054,738+1,302+2%$3.3M$3.4M+$112.4K2026-10-27
D.A. Davidson & Co.
INCREASED55,81852,442+3,376+6%$3.2M$3.4M+$237.0K2026-10-28
apricus wealth, LLC
DECREASED55,72755,965-2380%$3.4M$3.4M+$19.7K2026-10-26
TrueMark Investments, LLC
INCREASED55,55048,218+7,332+15%$2.9M$3.4M+$474.7K2026-11-05
Grey Ledge Advisors, LLC
INCREASED55,08054,302+778+1%$3.3M$3.3M+$80.4K2026-11-02
Vise Technologies, Inc.
INCREASED54,50234,199+20,303+59%$2.1M$3.3M+$1.3M2026-10-29
Evergreen Capital Management LLC
INCREASED54,27753,404+873+2%$3.2M$3.3M+$85.6K2026-10-23
MGO One Seven LLC
INCREASED53,74953,039+710+1%$3.2M$3.3M+$75.5K2026-10-28
Hall Laurie J Trustee
INCREASED53,10453,097+7+0%$3.2M$3.2M+$32.8K2026-10-06
Beacon Financial Group
DECREASED51,71457,733-6,019-10%$3.5M$3.1M-$330.3K2026-10-19
Signaturefd, LLC
INCREASED49,41444,834+4,580+10%$2.7M$3.0M+$305.5K2026-10-23
Verdence Capital Advisors LLC
INCREASED48,57845,733+2,845+6%$2.7M$3.0M+$200.7K2026-10-26
Merit Financial Group, LLC
INCREASED48,03643,077+4,959+12%$2.6M$2.9M+$327.5K2026-11-06
Tweedy, Browne Co LLC
DECREASED47,11849,084-1,966-4%$3.0M$2.9M-$89.5K2026-11-04
Courier Capital LLC
INCREASED46,88445,308+1,576+3%$2.7M$2.8M+$123.3K2026-10-19
Great Lakes Retirement, Inc.
INCREASED46,49720,295+26,202+129%$1.2M$2.8M+$1.6M2026-10-26
CIBC Asset Management Inc
INCREASED46,14045,171+969+2%$2.7M$2.8M+$84.3K2026-11-05
Redmond Asset Management, LLC
INCREASED45,99444,515+1,479+3%$2.7M$2.8M+$117.0K2026-10-27
Portside Wealth Group, LLC
DECREASED45,65245,772-1200%$2.8M$2.8M+$20.6K2026-10-20
Catalyst Capital Advisors LLC
UNCHANGED44,30344,30300%$2.7M$2.7M+$27.0K2026-11-02
Americana Partners, LLC
INCREASED43,90141,181+2,720+7%$2.5M$2.7M+$190.3K2026-10-28
Patriot Financial Group Insurance Agency, LLC
INCREASED43,75641,736+2,020+5%$2.5M$2.7M+$148.1K2026-10-14
Naples Global Advisors, LLC
DECREASED43,65644,306-650-1%$2.7M$2.7M-$12.4K2026-11-05
Benedict Financial Advisors Inc
DECREASED43,28943,619-330-1%$2.6M$2.6M+$6.5K2026-10-07
Elevation Point Wealth Partners, LLC
INCREASED43,16240,527+2,635+7%$2.4M$2.6M+$184.8K2026-11-05
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED43,10043,224-1240%$2.6M$2.6M+$18.8K2026-10-23
Park Avenue Securities LLC
INCREASED42,41340,989+1,424+3%$2.5M$2.6K-$2.5M2026-10-26
Cardinal Capital Management
INCREASED42,38539,489+2,896+7%$2.4M$2.6M+$200.0K2026-10-21
Pathway Financial Advisers, LLC
DECREASED41,66742,173-506-1%$2.5M$2.5M-$5.0K2026-10-27
Ritholtz Wealth Management
INCREASED41,55639,344+2,212+6%$2.4M$2.5M+$158.3K2026-11-05
HB Wealth Management, LLC
INCREASED41,14240,771+371+1%$2.5M$2.5M+$47.4K2026-10-23
Columbus Macro, LLC
INCREASED40,79139,828+963+2%$2.4M$2.5M+$82.8K2026-10-14
Regatta Capital Group, LLC
INCREASED39,70539,086+619+2%$2.3M$2.4M+$61.5K2026-10-23
Lineweaver Wealth Advisors, LLC
INCREASED38,05736,226+1,831+5%$2.2M$2.3M+$133.3K2026-10-13
Carolina Wealth Advisors, LLC
INCREASED37,95037,516+434+1%$2.3M$2.3M+$49.2K2026-10-23
Klein Pavlis & Peasley Financial, Inc.
DECREASED37,74739,339-1,592-4%$2.4M$2.3M-$72.7K2026-10-13
Fulton Bank, N.A.
INCREASED37,69434,531+3,163+9%$2.1M$2.3M+$213.2K2026-10-14
First Bank & Trust
INCREASED37,45024,894+12,556+50%$1.5M$2.3M+$777.7K2026-10-19
Natural Investments, LLC
DECREASED37,21837,894-676-2%$2.3M$2.3M-$17.7K2026-11-06
Three Bridge Wealth Advisors, LLC
INCREASED36,77736,080+697+2%$2.2M$2.2M+$64.3K2026-11-05
Pinnacle Associates LTD
DECREASED36,21836,793-575-2%$2.2M$2.2M-$12.4K2026-10-20
Lido Advisors, LLC
INCREASED36,17334,061+2,112+6%$2.0M$2.2M+$149.0K2026-11-04
Wilmington Savings Fund Society, FSB
DECREASED35,89136,760-869-2%$2.2M$2.2M-$30.4K2026-10-23
Auxano Advisors, LLC
DECREASED35,70437,340-1,636-4%$2.2M$2.2M-$76.6K2026-11-06
Pavion Blue Capital, LLC
DECREASED35,61639,095-3,479-9%$2.4M$2.2M-$187.4K2026-11-05
Moors & Cabot, Inc.
DECREASED35,20435,923-719-2%$2.2M$2.1M-$21.8K2026-11-06
Diversify Advisory Services, LLC
DECREASED34,79438,407-3,613-9%$2.4M$2.2M-$107.6K2026-10-20
Diversify Wealth Management, LLC
DECREASED34,79438,407-3,613-9%$2.4M$2.2M-$107.6K2026-10-20
Parr Mcknight Wealth Management Group, LLC
DECREASED34,47136,977-2,506-7%$2.2M$2.1M-$129.6K2026-10-30
Beacon Bank & Trust
DECREASED33,95942,436-8,477-20%$2.6M$2.1M-$488.9K2026-10-27
Norden Group LLC
DECREASED33,44034,916-1,476-4%$2.1M$2.0M-$68.3K2026-10-20
Kanawha Capital Management LLC
DECREASED33,42134,651-1,230-4%$2.1M$2.0M-$53.6K2026-10-19
Diversified Management Inc
INCREASED32,8746,436+26,438+411%$386.9K$2.0M+$1.6M2026-10-08
Temasek Holdings (Private) Ltd
DECREASED31,79838,926-7,128-18%$2.3M$1.9M-$409.1K2026-10-28
Quadcap Wealth Management, LLC
INCREASED31,44329,805+1,638+6%$1.8M$1.9M+$117.6K2026-11-02
Compound Planning, Inc.
INCREASED30,91522,337+8,578+38%$1.3M$1.9M+$534.6K2026-11-05
Nicholas Hoffman & Company, Llc.
INCREASED30,74130,612+129+0%$1.8M$1.9M+$26.5K2026-10-30
Lester Murray Antman dba SimplyRich
DECREASED30,57330,646-730%$1.8M$1.9M+$14.7K2026-11-06
Gibbs Wealth Management
INCREASED30,40626,199+4,207+16%$1.6M$1.8M+$271.4K2026-10-22
Raleigh Capital Management Inc.
INCREASED30,22026,169+4,051+15%$1.6M$1.8M+$262.0K2026-10-28
Aaron Wealth Advisors LLC
INCREASED29,93524,957+4,978+20%$1.5M$1.8M+$317.5K2026-10-13
Prospera Financial Services Inc
INCREASED29,8136,602+23,211+352%$397.2K$1.9M+$1.5M2026-11-04
Deutsche Bank Ag\
DECREASED29,76431,727-1,963-6%$1.9M$1.8M-$99.9K2026-11-06
SkyOak Wealth, LLC
DECREASED29,70633,380-3,674-11%$2.0M$1.8M-$202.8K2026-10-28
Guardian Wealth Management, Inc.
DECREASED29,55130,172-621-2%$1.8M$1.8M-$19.3K2026-10-30
Parallel Advisors, LLC
INCREASED29,26427,572+1,692+6%$1.7M$1.8M+$119.5K2026-11-03
Value Partners Investments Inc.
INCREASED29,23426,001+3,233+12%$1.6M$1.8M+$217.7K2026-10-19
Delta Capital Management LLC
INCREASED29,03622,807+6,229+27%$1.4K$1.8K+$3922026-10-16
Oppenheimer & Co Inc
DECREASED28,97829,087-1090%$1.7M$1.8M+$11.1K2026-10-26
Townsend & Associates, Inc
DECREASED28,73828,756-180%$1.8M$1.9M+$118.4K2026-10-23
Guardian Partners Inc.
DECREASED28,60529,424-819-3%$1.8M$1.7M-$31.8K2026-10-21
Westhampton Capital, LLC
DECREASED28,33928,960-621-2%$1.7M$1.7M-$20.0K2026-10-30
Regions Financial Corp
DECREASED28,02528,041-160%$1.7M$1.7M+$16.1K2026-11-05
Altman Advisors, Inc.
DECREASED27,15828,401-1,243-4%$1.7M$1.6M-$58.2K2026-11-05
Gamma Investing LLC
INCREASED26,62522,077+4,548+21%$1.3M$1.6M+$289.7K2026-10-08
Trust Co of Vermont
DECREASED26,37126,809-438-2%$1.6M$1.6M-$10.2K2026-10-21
Abundance Wealth Counselors
INCREASED26,31224,232+2,080+9%$1.5M$1.6M+$141.1K2026-10-26
ICW Investment Advisors LLC
DECREASED25,75027,684-1,934-7%$1.7M$1.6M-$100.5K2026-10-27
Prime Capital Investment Advisors, LLC
INCREASED25,37024,792+578+2%$1.5M$1.5M+$50.2K2026-10-20
Pullen Investment Management, LLC
INCREASED25,19125,157+34+0%$1.5M$1.5M+$17.4K2026-10-23
LVW Advisors, LLC
NEW24,444—+24,444——$1.5M—2026-10-19
Pacifica Partners Inc.
DECREASED24,37524,447-720%$1.5M$1.5M-$75.6K2026-10-09
KCM Investment Advisors LLC
DECREASED24,21724,344-127-1%$1.5M$1.5M+$7.1K2026-10-27
Arvest Investments, Inc.
DECREASED24,13924,153-140%$1.5M$1.5M+$13.9K2026-10-21
Tectonic Advisors LLC
DECREASED22,86623,818-952-4%$1.4M$1.4M-$43.2K2026-10-22
HF Advisory Group, LLC
DECREASED22,31643,377-21,061-49%$2.6M$1.4M-$1.3M2026-10-09
GC Wealth Management RIA, LLC
NEW22,222—+22,222——$1.3M—2026-11-02
Hedges Asset Management LLC
UNCHANGED22,15022,15000%$1.3M$1.3M+$13.5K2026-10-29
First Affirmative Financial Network
NEW21,458—+21,458——$1.3M—2026-10-21
Ativo Capital Management LLC
DECREASED21,20621,207-10%$1.3M$1.3M+$12.9K2026-10-27
Axxcess Wealth Management, LLC
INCREASED21,11211,524+9,588+83%$692.9K$1.3M+$589.3K2026-10-21
Hurley Capital, LLC
INCREASED20,34319,653+690+4%$1.2M$1.2M+$53.9K2026-11-05
Avidian Wealth Enterprises, LLC
DECREASED19,84523,959-4,114-17%$1.4M$1.2M-$235.2K2026-10-08
AUA Capital Management, LLC
UNCHANGED19,53919,53900%$1.2M$1.2M+$11.9K2026-10-15
Parrish Capital LLC
INCREASED19,52217,871+1,651+9%$1.1M$1.2M+$111.2K2026-10-01
Aviance Capital Partners, LLC
DECREASED19,24019,862-622-3%$1.2M$1.2M-$25.7K2026-10-29
Mitchell & Pahl Private Wealth, LLC
INCREASED19,13018,140+990+5%$1.1M$1.2M+$71.2K2026-10-14
Kimelman & Baird, LLC
UNCHANGED18,79618,79600%$1.1M$1.1M+$11.5K2026-11-03
Vontobel Holding Ltd.
DECREASED18,65218,802-150-1%$1.1M$1.1M+$2.5K2026-10-16
Frank, Rimerman Advisors LLC
INCREASED18,45118,413+38+0%$1.1M$1.1M+$13.5K2026-10-16
Salvus Wealth Management, LLC
UNCHANGED18,42718,42700%$1.1M$1.1M+$11.2K2026-10-13
Barclays PLC
DECREASED18,21036,381-18,171-50%$2.2M$1.1M-$1.1M2026-11-06
Midwest Trust Co
INCREASED18,18517,508+677+4%$1.1M$1.1M+$51.8K2026-10-22
Tred Avon Family Wealth, LLC
INCREASED18,12618,078+48+0%$1.1M$1.1M+$13.9K2026-10-20
Radnor Capital Management, LLC
UNCHANGED17,90517,90500%$1.1M$1.1M+$10.9K2026-10-23
GoalVest Advisory LLC
INCREASED17,85917,173+686+4%$1.0M$1.1M+$52.1K2026-10-02
Burkett Asset Management Ltd
DECREASED17,76618,166-400-2%$1.1M$1.1M-$13.2K2026-10-13
Fourpath Capital Management, LLC
INCREASED17,62016,040+1,580+10%$964.3K$1.1M+$105.7K2026-10-19
Royal Palms Capital LLC
DECREASED17,60632,992-15,386-47%$2.0M$1.1M-$914.3K2026-10-23
J.W. Cole Advisors, Inc.
DECREASED17,55119,122-1,571-8%$1.1M$1.1M-$83.7K2026-11-05
Split Creek LLC DBA Split Creek Capital LLC
UNCHANGED17,15517,15500%$1.0M$1.0M+$10.5K2026-11-02
Apollon Wealth Management, LLC
DECREASED17,05622,260-5,204-23%$1.3M$1.0M-$302.5K2026-10-23
Hennion & Walsh Asset Management, Inc.
DECREASED16,93318,170-1,237-7%$1.1M$1.0M-$64.0K2026-10-13
Baker Tilly Wealth Management, LLC
INCREASED16,89516,455+440+3%$989.3K$1.0M+$36.8K2026-10-05
SBI Securities Co., Ltd.
DECREASED16,78017,718-938-5%$1.1M$1.0M-$46.2K2026-10-22
Unique Wealth Strategies, LLC
UNCHANGED16,62516,62500%$999.5K$999.5K$02026-10-13
Meriwether Wealth & Planning, LLC
DECREASED16,46816,521-530%$993.2K$1.0M+$6.9K2026-10-13
EPG Wealth Management LLC
INCREASED16,39014,180+2,210+16%$852.5K$995.4K+$142.9K2026-11-03
Applied Finance Capital Management, LLC
INCREASED16,32616,034+292+2%$964.0K$991.5K+$27.5K2026-11-03
Legacy Capital Wealth Partners, LLC
DECREASED16,24916,407-158-1%$986.4K$986.8K+$3802026-10-21
Avior Wealth Management, LLC
DECREASED15,83517,769-1,934-11%$1.1M$961.7K-$106.6K2026-10-13
Kestra Private Wealth Services, LLC
DECREASED15,82015,865-450%$953.8K$960.7K+$6.9K2026-11-06
Inlet Private Wealth, LLC
UNCHANGED15,55215,55200%$935.0K$944.5K+$9.5K2026-10-21
Ascentis Independent Advisors
INCREASED14,996898+14,098+1570%$54.0K$910.7K+$856.7K2026-11-03
Columbia Asset Management
DECREASED14,86516,135-1,270-8%$970.0K$902.8K-$67.3K2026-10-19
Bailard, Inc.
INCREASED14,79314,547+246+2%$874.6K$898.4K+$23.8K2026-10-13
Dynamic Advisor Solutions LLC
DECREASED14,78760,884-46,097-76%$3.7M$898.0K-$2.8M2026-10-13
Clearstead Advisors, LLC
INCREASED14,74712,509+2,238+18%$752.0K$895.4K+$143.4K2026-11-06
Lane Brothers & Co Inc
UNCHANGED14,63514,63500%$879.9K$888.8K+$8.9K2026-11-02
Thompson Siegel & Walmsley LLC
UNCHANGED14,57214,57200%$876.0K$885-$875.1K2026-11-05
Kathmere Capital Management, LLC
INCREASED14,52410,118+4,406+44%$608.3K$882.1K+$273.8K2026-10-20
Wynn Capital, LLC
DECREASED14,43414,596-162-1%$877.5K$876.6K-$9352026-10-13
SevenBridge Financial Group, LLC
DECREASED14,32414,743-419-3%$928.2K$934.2K+$6.0K2026-10-26
Jeppson Wealth Management, LLC
INCREASED14,30614,294+12+0%$859.4K$868.8K+$9.5K2026-10-20
Joel Isaacson & Co., LLC
DECREASED14,19715,085-888-6%$906.9K$862.2K-$44.7K2026-11-05
Y-Intercept (Hong Kong) Ltd
NEW14,017—+14,017——$851.3K—2026-10-16
Harrell Investment Partners, LLC
DECREASED13,99514,898-903-6%$895.7K$849.9K-$45.8K2026-10-15
Leisure Capital Management
INCREASED13,92813,661+267+2%$821.3K$845.8K+$24.5K2026-11-03
LCM Capital Management Inc
DECREASED13,89113,938-470%$838.0K$843.6K+$5.7K2026-10-20
Cerro Pacific Wealth Advisors LLC
INCREASED13,5898,277+5,312+64%$497.6K$825.2K+$327.6K2026-10-22
Welch & Forbes LLC
UNCHANGED13,32413,32400%$801.0K$809.2K+$8.1K2026-11-04
Profund Advisors LLC
INCREASED13,20711,787+1,420+12%$708.6K$802.1K+$93.4K2026-10-29
Curbstone Financial Management Corp
DECREASED12,97413,684-710-5%$822.7K$787.9K-$34.8K2026-10-21
AlphaCore Capital LLC
INCREASED12,9138,060+4,853+60%$484.6K$784.2K+$299.6K2026-11-04
Weatherly Asset Management L. P.
DECREASED12,82412,978-154-1%$780.2K$778.8K-$1.4K2026-10-20
Versant Capital Management, Inc
INCREASED12,70010,194+2,506+25%$612.9K$771.3K+$158.4K2026-10-02
Trust Point Inc.
INCREASED12,51510,860+1,655+15%$652.9K$760.0K+$107.1K2026-10-27
Manchester Capital Management LLC
DECREASED12,44713,536-1,089-8%$813.8K$755.9K-$57.9K2026-10-22
Riverwater Partners LLC
DECREASED12,42212,581-159-1%$756.4K$754.4K-$2.0K2026-11-03
Narwhal Capital Management
UNCHANGED12,39812,39800%$745.4K$752.9K+$7.6K2026-11-04
Leonteq Securities AG
INCREASED12,3411,113+11,228+1009%$66.9K$749.5K+$682.6K2026-10-29
First Pacific Financial
INCREASED12,33112,299+32+0%$739.4K$748.9K+$9.5K2026-10-14
North Star Investment Management Corp.
INCREASED12,25712,239+18+0%$735.8K$744.4K+$8.5K2026-10-27
Eastern Bank
DECREASED12,24916,440-4,191-25%$988.4K$743.9K-$244.5K2026-10-05
Level Four Advisory Services, LLC
DECREASED12,13612,861-725-6%$773.3K$737.1K-$36.2K2026-11-06
Investment Research Partners LLC
INCREASED11,9019,975+1,926+19%$599.7K$722.7K+$123.0K2026-10-19
Blue Trust, Inc.
DECREASED11,83413,959-2,125-15%$839.2K$718.7K-$120.5K2026-10-15
Excalibur Management Corp
DECREASED11,83111,839-80%$711.8K$718.5K+$6.7K2026-11-02
Larson Financial Group LLC
DECREASED11,78111,853-72-1%$712.6K$715.4K+$2.8K2026-11-05
Sigma Planning Corp
DECREASED11,77314,237-2,464-17%$856.0K$715.0K-$141.0K2026-10-23
Waldron Private Wealth LLC
DECREASED11,72912,893-1,164-9%$775.1K$712.3K-$62.8K2026-11-02
Boit C F David
NEW11,555—+11,555——$701.7K—2026-10-29
Israel Discount Bank of New York
UNCHANGED11,44811,44800%$688.3K$695.2K+$7.0K2026-10-14
Raab & Moskowitz Asset Management LLC
DECREASED11,44411,834-390-3%$711.5K$695.0K-$16.5K2026-11-02
Northeast Investment Management
UNCHANGED11,37711,37700%$684.0K$690.9K+$6.9K2026-10-30
Ceera Investments, LLC
DECREASED11,29111,301-100%$679.4K$685.7K+$6.3K2026-11-02
Anchyra Partners LLC
INCREASED11,2738,722+2,551+29%$524.4K$684.6K+$160.2K2026-10-13
Mission Wealth Management, LP
DECREASED11,11116,419-5,308-32%$987.1K$675.8K-$311.3K2026-10-15
Mezzasalma Advisors, LLC
DECREASED11,08311,129-460%$669.1K$673.1K+$4.0K2026-10-14
Valeo Financial Advisors, LLC
INCREASED11,05210,245+807+8%$615.9K$671.2K+$55.3K2026-10-08
Beutel, Goodman & Co Ltd.
DECREASED10,98111,572-591-5%$695.0K$666-$694.3K2026-11-04
SmartHarvest Portfolios, LLC
INCREASED10,9078,489+2,418+28%$510.4K$662.4K+$152.0K2026-10-26
Brighton Jones LLC
INCREASED10,71610,392+324+3%$624.7K$650.8K+$26.0K2026-11-03
Conning Inc.
DECREASED10,68911,049-360-3%$664.3K$649.1K-$15.1K2026-10-27
Sagespring Wealth Partners, LLC
INCREASED10,6558,337+2,318+28%$501.2K$647.1K+$145.9K2026-10-22
May Hill Capital, LLC
INCREASED10,6459,148+1,497+16%$550.0K$646.5K+$96.5K2026-11-03
Aprio Wealth Management, LLC
INCREASED10,5767,726+2,850+37%$464.5K$642.3K+$177.8K2026-10-28
Greenleaf Trust
DECREASED10,40910,923-514-5%$656.7K$632.1K-$24.6K2026-10-29
Ascent Group, LLC
INCREASED10,2828,542+1,740+20%$513.6K$624.4K+$110.8K2026-10-30
Xponance LLC
INCREASED10,2589,231+1,027+11%$555.0K$623.0K+$68.0K2026-11-03
InTrack Investment Management Inc
INCREASED10,2553,969+6,286+158%$238.6K$622.8K+$384.2K2026-10-15
Ignite Planners, LLC
INCREASED10,2278,228+1,999+24%$494.9K$621.1K+$126.3K2026-10-14
PDS Planning, Inc
INCREASED10,04210,006+36+0%$601.6K$609.8K+$8.3K2026-11-03
Peoples Bank
DECREASED9,86010,216-356-3%$614.2K$598.8K-$15.4K2026-10-09
Kennon-Green & Company, LLC
DECREASED9,83034,233-24,403-71%$2.1M$597.0K-$1.5M2026-10-05
Chapman Financial Group, LLC
DECREASED9,7779,977-200-2%$599.8K$593.8K-$6.1K2026-10-26
Hilltop National Bank
INCREASED9,5746,433+3,141+49%$386.8K$581.4K+$194.7K2026-10-14
Cornerstone Wealth Management, LLC
INCREASED9,3648,699+665+8%$523.0K$568.7K+$45.7K2026-11-04
Indivisible Partners
INCREASED9,3526,384+2,968+46%$383.8K$567.9K+$184.1K2026-10-26
Gryphon Financial Partners LLC
INCREASED9,2669,079+187+2%$545.9K$562.7K+$16.9K2026-11-04
Cohen Investment Advisors LLC
INCREASED9,2608,938+322+4%$537.4K$562.4K+$25.0K2026-10-20
Alliance Wealth Advisors, LLC
DECREASED9,1579,991-834-8%$600.7K$556.1K-$44.6K2026-10-28
Keudell ison Wealth Management
INCREASED9,0858,875+210+2%$533.6K$551.7K+$18.2K2026-10-16
Perigon Wealth Management, LLC
INCREASED8,9638,309+654+8%$499.5K$544.3K+$44.8K2026-10-22
Jacobi Capital Management LLC
INCREASED8,9508,355+595+7%$502.3K$543.5K+$41.2K2026-11-05
Ashton Thomas Private Wealth, LLC
DECREASED8,9168,975-59-1%$539.6K$541.5K+$1.9K2026-11-03
Abel Hall, LLC
NEW8,861—+8,861——$538.1K—2026-10-19
1900 Wealth Management LLC
INCREASED8,8268,763+63+1%$526.8K$536.0K+$9.2K2026-10-13
Chicago Capital, LLC
INCREASED8,7587,736+1,022+13%$465.1K$531.9K+$66.8K2026-10-13
Garrett Wealth Advisory Group, LLC
DECREASED8,7228,838-116-1%$531.4K$529.7K-$1.7K2026-10-22
Bond & Devick Financial Network, Inc.
INCREASED8,7208,697+23+0%$522.9K$529.6K+$6.7K2026-10-23
Pinion Investment Advisors, LLC
INCREASED8,6238,485+138+2%$510.1K$523.7K+$13.6K2026-11-04
Fifth Third Bancorp
INCREASED8,6064,615+3,991+86%$277.5K$522.6K+$245.2K2026-11-05
Hanson & Doremus Investment Management
UNCHANGED8,5448,54400%$514.0K$519-$513.5K2026-10-16
Anchor Capital Advisors LLC
DECREASED8,49847,704-39,206-82%$2.9M$516.1K-$2.4M2026-11-05
Diversified Trust Co
DECREASED8,49510,231-1,736-17%$615.1K$515.9K-$99.2K2026-11-06
Private Trust Co NA
INCREASED8,4407,917+523+7%$476.0K$512.6K+$36.6K2026-10-20
Great Diamond Partners, LLC
DECREASED8,2568,560-304-4%$514.6K$501.4K-$13.2K2026-10-13
Capital Investment Advisory Services, LLC
INCREASED8,2046,914+1,290+19%$415.7K$500.9K+$85.2K2026-10-30
Parsons Capital Management Inc
INCREASED8,1948,163+31+0%$490.8K$497.6K+$6.9K2026-10-28
J.Safra Asset Management Corp
INCREASED8,1788,071+107+1%$485.2K$496.7K+$11.4K2026-11-03
Principle Wealth Partners LLC
DECREASED8,1488,473-325-4%$509.4K$494.8K-$14.5K2026-11-02
RS Crum Inc.
INCREASED8,1038,100+3+0%$487.0K$492.1K+$5.1K2026-10-19
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED8,0826,764+1,318+19%$406.7K$490.8K+$84.2K2026-10-27
Boston Trust Walden Corp
UNCHANGED8,0548,05400%$484.2K$489.1K+$4.9K2026-10-30
Sky Investment Group LLC
NEW8,025—+8,025——$487.4K—2026-10-30
Sage Rhino Capital LLC
DECREASED7,9107,993-83-1%$480.5K$480.4K-$1652026-10-28
OpenArc Corporate Advisory, LLC
INCREASED7,8216,835+986+14%$410.9K$475.0K+$64.0K2026-10-21
Revisor Wealth Management LLC
DECREASED7,7887,888-100-1%$474.2K$493.8K+$19.6K2026-10-20
HUB Investment Partners, LLC
INCREASED7,7775,771+2,006+35%$346.9K$472.3K+$125.4K2026-11-03
EverSource Wealth Advisors, LLC
INCREASED7,7724,904+2,868+58%$294.8K$472.0K+$177.2K2026-11-04
DecisionMap Wealth Management, LLC
DECREASED7,7178,273-556-7%$497.4K$468.6K-$28.7K2026-10-29
Glenview Trust Co
DECREASED7,7177,915-198-2%$475.8K$468.7K-$7.2K2026-10-28
Daymark Wealth Partners, LLC
INCREASED7,5347,483+51+1%$449.9K$457.5K+$7.7K2026-11-04
Williams Jones Wealth Management, Llc.
UNCHANGED7,3987,39800%$444.8K$449.3K+$4.5K2026-11-05
Dickmeyer Boyce Financial Management, Inc.
DECREASED7,3677,816-449-6%$469.9K$447.4K-$22.5K2026-10-08
Malaga Cove Capital, LLC
DECREASED7,3598,139-780-10%$489.3K$446.9K-$42.4K2026-10-23
Resonant Capital Advisors, LLC
DECREASED7,3309,118-1,788-20%$548.2K$445.2K-$103.0K2026-10-15
Advisortrust Partners, LLC
INCREASED7,3197,307+12+0%$439.3K$444.5K+$5.2K2026-11-02
CMH Wealth Management LLC
DECREASED7,22312,103-4,880-40%$727.6K$438.7K-$289.0K2026-10-22
Avail Investment Partners, LLC
INCREASED7,1996,038+1,161+19%$363.0K$437.2K+$74.2K2026-10-16
Value Investment Professionals, LLC
UNCHANGED7,1967,19600%$432.6K$437.0K+$4.4K2026-10-13
Independence Bank of Kentucky
DECREASED7,1847,850-666-8%$471.9K$436.3K-$35.7K2026-10-26
Lantz Financial LLC
INCREASED7,1696,318+851+13%$379.8K$435.4K+$55.5K2026-10-15
Manske Wealth Management
INCREASED7,1646,958+206+3%$418.3K$435.0K+$16.8K2026-10-26
Blake Schutter Theil Wealth Advisors, LLC
INCREASED7,1375,754+1,383+24%$345.9K$433.5K+$87.5K2026-11-02
Allen Wealth Management, LLC
DECREASED7,09411,401-4,307-38%$685.4K$430.8K-$254.6K2026-10-29
Novem Group
DECREASED7,0837,140-57-1%$429.2K$430.2K+$9412026-10-19
Cornerstone Wealth Group, LLC
INCREASED7,0576,643+414+6%$399.4K$428.6K+$29.2K2026-11-02
Landaas & Co
UNCHANGED7,0327,03200%$422.8K$427.1K+$4.3K2026-10-29
Henshaw Capital LLC
UNCHANGED7,0317,03100%$422.7K$427.0K+$4.3K2026-11-03
Allen Investment Management, LLC
UNCHANGED7,0257,02500%$422.3K$426.6K+$4.3K2026-11-03
B. Riley Wealth Advisors, Inc.
DECREASED6,9987,047-49-1%$431.3K$425.0K-$6.3K2026-10-13
United Advisor Group, LLC
INCREASED6,9766,471+505+8%$389.0K$423.7K+$34.6K2026-11-03
Mather Group, Llc.
INCREASED6,9486,773+175+3%$407.2K$422.0K+$14.8K2026-10-14
BridgePort Financial Solutions, LLC
DECREASED6,9097,105-196-3%$427.2K$419.6K-$7.6K2026-11-02
Beese Fulmer Investment Management, Inc.
DECREASED6,8927,045-153-2%$423.5K$418.6K-$5.0K2026-10-23
Woodmont Investment Counsel LLC
UNCHANGED6,8706,87000%$413.0K$417.2K+$4.2K2026-10-29
Absher Wealth Management, LLC
UNCHANGED6,8626,86200%$412.5K$416.7K+$4.2K2026-11-02
Gilpin Wealth Management, LLC
DECREASED6,8617,046-185-3%$423.6K$416.7K-$6.9K2026-10-09
Brookstone Capital Management
INCREASED6,8536,319+534+8%$379.9K$416.2K+$36.3K2026-10-22
UMB Bank, n.a.
DECREASED6,8247,014-190-3%$421.7K$414.4K-$7.3K2026-11-06
Clifford Swan Investment Counsel LLC
UNCHANGED6,7756,77500%$407.3K$411.4K+$4.1K2026-11-05
Powers Advisory Group, LLC
DECREASED6,7087,574-866-11%$455.4K$407.4K-$48.0K2026-10-14
Searle & Co.
UNCHANGED6,6666,66600%$400.8K$404.8K+$4.1K2026-11-04
BIP Wealth, LLC
DECREASED6,6497,625-976-13%$458.4K$403.8K-$54.6K2026-10-22
Laurel OAK Wealth Management, LLC
INCREASED6,6316,062+569+9%$364.4K$402.7K+$38.3K2026-10-19
Hunter Associates Investment Management LLC
UNCHANGED6,6066,60600%$397.0K$401-$396.6K2026-10-26
Twelve Points Wealth Management LLC
DECREASED6,5586,821-263-4%$410.1K$428.0K+$17.9K2026-11-03
Breakwater Capital Group
DECREASED6,5496,583-34-1%$395.8K$397.7K+$2.0K2026-10-09
King Luther Capital Management Corp
NEW6,478—+6,478——$393.4K—2026-11-05
VestGen Advisors, LLC
DECREASED6,4717,449-978-13%$447.8K$393.0K-$54.8K2026-10-27
Traveka Wealth, LLC
INCREASED6,3675,645+722+13%$339.4K$386.7K+$47.2K2026-10-19
HBK Sorce Advisory LLC
INCREASED6,3586,191+167+3%$398.9K$430.5K+$31.7K2026-11-06
Paragon Private Wealth Management, LLC
INCREASED6,2813,869+2,412+62%$232.6K$381.5K+$148.9K2026-10-20
Lanark Financial, Inc.
INCREASED6,2606,254+6+0%$376.0K$380.2K+$4.1K2026-10-26
M Holdings Securities, Inc.
NEW6,198—+6,198——$393—2026-11-03
Leonard Rickey Investment Advisors P.L.L.C.
DECREASED6,1786,239-61-1%$375.1K$375.2K+$1572026-10-29
Parkside Financial Bank & Trust
INCREASED6,1375,306+831+16%$319.0K$372.7K+$53.7K2026-10-27
New Wave Wealth Advisors LLC
DECREASED6,1186,351-233-4%$381.8K$382.3K+$4922026-10-19
Axiom Investment Management LLC
INCREASED6,1145,614+500+9%$337.5K$371.3K+$33.8K2026-11-03
Hazlett, Burt & Watson, Inc.
DECREASED6,0566,212-156-3%$190.2K$370-$189.8K2026-11-04
Intrua Financial, LLC
DECREASED6,0487,384-1,336-18%$443.9K$367.3K-$76.6K2026-10-28
Code Waechter LLC
INCREASED6,0485,403+645+12%$324.8K$367.3K+$42.5K2026-10-23
Fiera Capital Corp
DECREASED5,9207,075-1,155-16%$425.3K$359.5K-$65.8K2026-11-06
Roman Butler Fullerton & Co
DECREASED5,9126,741-829-12%$392.7K$385.2K-$7.5K2026-10-27
Ti-Trust, Inc
UNCHANGED5,8885,88800%$354.0K$357.6K+$3.6K2026-10-21
Asset One Wealth Management LLC
NEW5,809—+5,809——$352.8K—2026-11-02
O'Brien Greene & Co. Inc
UNCHANGED5,7585,75800%$346.2K$349.7K+$3.5K2026-11-05
Money Concepts Capital Corp
INCREASED5,6654,212+1,453+35%$253.2K$344.0K+$90.8K2026-11-06
Trek Financial, LLC
INCREASED5,6405,387+253+5%$323.9K$342.5K+$18.7K2026-10-29
Crescent Grove Advisors, LLC
INCREASED5,6315,596+35+1%$336.5K$342.0K+$5.5K2026-10-21
James T. Borello RIA
INCREASED5,5895,293+296+6%$318.2K$339.4K+$21.2K2026-10-16
Pine Haven Investment Counsel, Inc
DECREASED5,5275,570-43-1%$334.9K$335.7K+$7872026-11-02
Net Worth Advisory Group
INCREASED5,5174,043+1,474+36%$243.1K$328.7K+$85.6K2026-10-20
Focused Alpha, LLC
INCREASED5,5025,432+70+1%$326.6K$334.2K+$7.6K2026-10-20
Global View Capital Management LLC
DECREASED5,4537,056-1,603-23%$424.2K$331.2K-$93.0K2026-10-28
55 North Private Wealth, LLC
NEW5,427—+5,427——$329.6K—2026-10-20
First Horizon Corp
UNCHANGED5,4245,42400%$326.1K$329.4K+$3.3K2026-10-26
Simplicity Wealth,LLC
INCREASED5,3684,415+953+22%$265.4K$326.0K+$60.6K2026-10-23
Douglas Lane & Associates, LLC
DECREASED5,3475,535-188-3%$332.8K$324.7K-$8.0K2026-10-09
Sowell Financial Services LLC
INCREASED5,3105,167+143+3%$310.6K$322.5K+$11.9K2026-10-23
Bryn Mawr Trust Advisors, LLC
DECREASED5,3105,398-88-2%$324.5K$322.5K-$2.1K2026-11-04
Bedel Financial Consulting, Inc.
UNCHANGED5,2985,29800%$318.5K$321.7K+$3.2K2026-11-06
Gallacher Capital Management LLC
DECREASED5,2678,371-3,104-37%$503.3K$319.9K-$183.4K2026-10-30
Fiduciary Financial Group, LLC
INCREASED5,1984,401+797+18%$264.6K$315.7K+$51.1K2026-10-13
B.A. Schrock Wealth Management, Inc.
NEW5,109—+5,109——$304.4K—2026-10-15
Sterling Capital Management LLC
DECREASED5,0657,803-2,738-35%$469.1K$307.6K-$161.5K2026-10-22
Cove Private Wealth, LLC
UNCHANGED5,0655,06500%$304.5K$307.6K+$3.1K2026-10-28
Cardinal Point Capital Management ULC
INCREASED5,0554,552+503+11%$273.7K$307.0K+$33.3K2026-10-21
United Community Bank
UNCHANGED4,9424,94200%$297.1K$300.1K+$3.0K2026-10-28
Atlas Brown,Inc.
DECREASED4,9414,970-29-1%$298.8K$300.1K+$1.3K2026-10-09
SYM Financial Corp
INCREASED4,9223,915+1,007+26%$235.4K$298.9K+$63.5K2026-10-26
Probity Advisors, Inc.
UNCHANGED4,8634,86300%$292.4K$295.3K+$3.0K2026-10-23
Rosenberg Matthew Hamilton
INCREASED4,8273,966+861+22%$238.4K$293.1K+$54.7K2026-10-05
Caldwell Trust Co
INCREASED4,8194,497+322+7%$270.4K$292.7K+$22.3K2026-10-30
Klingman & Associates, LLC
INCREASED4,7974,460+337+8%$268.1K$291.3K+$23.2K2026-10-20
Riversedge Advisors, LLC
INCREASED4,7964,136+660+16%$248.7K$291.3K+$42.6K2026-10-09
Partners Wealth Management, LLC
NEW4,761—+4,761——$289.2K—2026-10-28
Alhambra Investment Management LLC
UNCHANGED4,7564,75600%$285.9K$288.8K+$2.9K2026-10-15
Genesis Private Wealth, LLC
INCREASED4,6504,189+461+11%$251.8K$282.4K+$30.6K2026-11-02
Mitchell Sinkler & Starr
INCREASED4,6394,624+15+0%$278.0K$281.7K+$3.7K2026-10-13
Confluence Investment Management LLC
DECREASED4,63116,848-12,217-73%$1.0M$281.2K-$731.7K2026-10-01
Simon Quick Advisors, LLC
DECREASED4,6205,308-688-13%$319.1K$280.6K-$38.5K2026-10-26
Wedbush Securities Inc
DECREASED4,6005,412-812-15%$325.0K$279-$324.7K2026-10-22
Sound Income Strategies, LLC
DECREASED4,5874,901-314-6%$294.6K$284.1K-$10.5K2026-10-09
Yousif Capital Management, LLC
INCREASED4,5844,267+317+7%$256.5K$278.4K+$21.9K2026-10-22
Invested Advisors
INCREASED4,5673,937+630+16%$236.7K$277.3K+$40.6K2026-10-23
Forvis Mazars Wealth Advisors, LLC
INCREASED4,5534,495+58+1%$270.2K$276.5K+$6.3K2026-10-13
71 West Capital Partners
NEW4,547—+4,547——$276.1K—2026-11-04
Sovran Advisors, LLC
INCREASED4,5114,335+176+4%$289.9K$289.5K-$3342026-11-02
Kingswood Wealth Advisors, LLC
INCREASED4,5014,251+250+6%$255.6K$273.3K+$17.8K2026-10-23
Lincoln Capital LLC
DECREASED4,4844,846-362-7%$291.3K$272.4K-$18.9K2026-10-09
J.M. Arbour, LLC
INCREASED4,4794,013+466+12%$241.3K$272.0K+$30.7K2026-11-05
Eagle Bay Advisors LLC
INCREASED4,4654,448+17+0%$267.4K$271.2K+$3.7K2026-10-16
Fulcrum Capital LLC
UNCHANGED4,4414,44100%$267.0K$269.7K+$2.7K2026-10-15
Provenance Wealth Advisors, LLC
INCREASED4,410176+4,234+2406%$10.6K$267.8K+$257.2K2026-10-30
Cooper Financial Group
INCREASED4,3914,120+271+7%$247.7K$266.7K+$19.0K2026-10-07
Legacy Private Trust Co.
UNCHANGED4,3744,37400%$263.0K$265.6K+$2.7K2026-10-06
Symphony Financial, Ltd. Co.
INCREASED4,2663,701+565+15%$226.5K$263.1K+$36.6K2026-10-22
Crestwood Advisors Group, LLC
NEW4,254—+4,254——$258.4K—2026-10-27
Eagle Strategies LLC
DECREASED4,2464,270-24-1%$256.7K$257.8K+$1.1K2026-10-16
Independence Wealth Advisors, LLC
DECREASED4,2064,236-30-1%$254.7K$255.4K+$7622026-10-29
SeaBridge Investment Advisors LLC
NEW4,192—+4,192——$254.6K—2026-11-02
Platform Technology Partners
DECREASED4,1844,223-39-1%$253.9K$254.1K+$2072026-11-02
Rose Capital Advisors LLC
NEW4,150—+4,150——$252.0K—2026-11-04
Pekin Hardy Strauss, Inc.
UNCHANGED4,1364,13600%$248.6K$251.2K+$2.5K2026-11-02
Steinberg Asset Management LLC
NEW4,117—+4,117——$250.0K—2026-10-29
Canandaigua National Bank & Trust Co
NEW4,094—+4,094——$248.6K—2026-10-07
Farmers & Merchants Investments Inc
UNCHANGED4,0404,04000%$242.9K$245.3K+$2.5K2026-10-22
Clearwave Capital, LLC
NEW4,030—+4,030——$244.8K—2026-10-27
Penobscot Investment Management Company, Inc.
UNCHANGED4,0204,02000%$241.7K$244.1K+$2.5K2026-10-26
Chicago Partners Investment Group LLC
INCREASED3,9753,587+388+11%$216.0K$263.2K+$47.2K2026-10-27
Moneco Advisors, LLC
INCREASED3,9753,874+101+3%$232.9K$241.4K+$8.5K2026-11-05
Pinnacle Wealth Planning Services, Inc.
INCREASED3,9583,560+398+11%$214.0K$240.4K+$26.3K2026-10-27
Welch Group, LLC
DECREASED3,9553,967-120%$238.5K$240.2K+$1.7K2026-10-29
Aspiriant, LLC
NEW3,950—+3,950——$239.9K—2026-10-16
Cromwell Holdings LLC
UNCHANGED3,9503,95000%$237.5K$239.9K+$2.4K2026-10-28
Rossby Financial, LCC
INCREASED3,9452,642+1,303+49%$158.9K$239.6K+$80.7K2026-11-05
Intergy Private Wealth, LLC
INCREASED3,9453,857+88+2%$231.9K$239.6K+$7.7K2026-10-16
Kuhn & Co Investment Counsel
UNCHANGED3,9003,90000%$234.5K$236.8K+$2.4K2026-10-29
Mesirow Financial Investment Management, Inc.
INCREASED3,8943,892+2+0%$234.0K$236.5K+$2.5K2026-11-05
Five Oceans Advisors
UNCHANGED3,8913,89100%$233.9K$236.3K+$2.4K2026-10-22
Carrera Capital Advisors
INCREASED3,8893,850+39+1%$231.4K$236.2K+$4.7K2026-11-03
WoodTrust Financial Corp
UNCHANGED3,8653,86500%$232.0K$235-$231.8K2026-10-09
Angeles Wealth Management, LLC
INCREASED3,8603,696+164+4%$222.2K$234.4K+$12.2K2026-10-26
Capital Advantage, Inc.
INCREASED3,8473,842+5+0%$231.0K$233.6K+$2.6K2026-10-14
Marino, Stram & Associates LLC
DECREASED3,8464,041-195-5%$243.0K$233.6K-$9.4K2026-10-22
Hummer Financial Advisory Services Inc
DECREASED3,8384,790-952-20%$288.0K$233.1K-$54.9K2026-10-09
Beacon Investment Advisory Services, Inc.
INCREASED3,8163,419+397+12%$205.6K$231.7K+$26.2K2026-10-13
Atticus Wealth Management, LLC
DECREASED3,8014,136-335-8%$248.7K$230.8K-$17.8K2026-10-20
V-Square Quantitative Management LLC
DECREASED3,7763,886-110-3%$233.6K$229.3K-$4.3K2026-10-15
Augustine Asset Management Inc
NEW3,775—+3,775——$229.3K—2026-10-13
Nilsine Partners, LLC
DECREASED3,7733,799-26-1%$228.4K$229.1K+$7382026-11-02
Sepio Capital, LP
DECREASED3,7425,640-1,898-34%$339.1K$227.3K-$111.8K2026-10-22
Park Capital Management, LLC / WI
NEW3,733—+3,733——$226.7K—2026-10-13
Newman Dignan & Sheerar, Inc.
UNCHANGED3,7303,73000%$224.2K$226.5K+$2.3K2026-10-21
Sierra Ocean, LLC
DECREASED3,7153,914-199-5%$235.3K$225.6K-$9.7K2026-11-03
Maia Wealth LLC
DECREASED3,6584,380-722-16%$263.3K$222.1K-$41.2K2026-10-19
Grove Bank & Trust
DECREASED3,6403,641-10%$218.9K$221.1K+$2.2K2026-10-08
Carret Asset Management, LLC
UNCHANGED3,5923,59200%$216.0K$218.1K+$2.2K2026-11-04
Bridgelight Financial Advisors, Inc.
INCREASED3,5563,526+30+1%$212.0K$216.0K+$4.0K2026-10-20
Birch Hill Investment Advisors LLC
UNCHANGED3,5543,55400%$213.7K$215.8K+$2.2K2026-10-16
Facet Wealth, Inc.
NEW3,500—+3,500——$212.6K—2026-11-04
Carnegie Investment Counsel
DECREASED3,5006,907-3,407-49%$415.2K$212.6K-$202.7K2026-10-20
South Shore Capital Advisors
DECREASED3,4907,319-3,829-52%$440.0K$211.9K-$228.1K2026-10-20
Independent Wealth Network Inc.
INCREASED3,4783,423+55+2%$205.8K$211.2K+$5.4K2026-10-19
Wedmont Private Capital
DECREASED3,4723,757-285-8%$231.9K$215.1K-$16.8K2026-10-09
Community Financial Services Group, LLC
DECREASED3,4593,543-84-2%$215.7K$206.1K-$9.6K2026-10-15
S.A. Mason LLC
UNCHANGED3,4483,44800%$207.3K$209.4K+$2.1K2026-10-13
Traphagen Investment Advisors LLC
DECREASED3,4244,974-1,550-31%$299.0K$207.9K-$91.1K2026-10-14
Valley National Advisers Inc
INCREASED3,4073,397+10+0%$204.3K$206.9K+$2.7K2026-10-23
Live Oak Private Wealth LLC
INCREASED3,4053,373+32+1%$202.8K$206.8K+$4.0K2026-11-02
Journey Retirement Planning & Investment Management LLC
DECREASED3,3713,695-324-9%$222.2K$204.8K-$17.4K2026-10-09
Nikulski Financial, Inc.
NEW3,365—+3,365——$204.4K—2026-11-06
Essex Bank
UNCHANGED3,3553,35500%$201.7K$203.7K+$2.0K2026-10-16
Walser Wealth Management Company, A Ltd Liability Co
NEW3,341—+3,341——$202.9K—2026-10-15
Axxion S.A.
UNCHANGED3,3373,33700%$200.6K$202.7K+$2.0K2026-10-22
Focus Financial Network, Inc.
NEW3,309—+3,309——$201.0K—2026-10-14
Livet Wealth, LLC
NEW3,307—+3,307——$200.8K—2026-10-27
Jmac Enterprises LLC
NEW3,300—+3,300——$200.4K—2026-10-30
Acumen Wealth Advisors, LLC
DECREASED3,2403,288-48-1%$197.7K$196.8K-$9092026-11-05
State of Wyoming
DECREASED3,0483,128-80-3%$188.1K$185.1K-$3.0K2026-10-28
Root Financial Partners, LLC
NEW2,589—+2,589——$157.2K—2026-10-21
Atlantic Edge Private Wealth Management, LLC
UNCHANGED2,5852,58500%$155.4K$157.0K+$1.6K2026-10-20
Lloyd Advisory Services, Llc.
INCREASED2,4282,140+288+13%$128.6K$147.4K+$18.8K2026-11-02
First Command Advisory Services, Inc.
INCREASED2,377739+1,638+222%$44.4K$144.4K+$99.9K2026-11-05
Montag A & Associates Inc
UNCHANGED2,3102,31000%$138.9K$140.3K+$1.4K2026-10-29
Cape Investment Advisory, Inc.
INCREASED2,2382,208+30+1%$132.7K$135.9K+$3.2K2026-10-13
Compass Wealth Management LLC
NEW2,088—+2,088——$126.8K—2026-10-22
TFC Financial Management, Inc.
INCREASED2,0641,194+870+73%$71.8K$125.3K+$53.6K2026-10-26
Old Second National Bank of Aurora
NEW1,919—+1,919——$116.5K—2026-10-22
GK Wealth Management LLC
NEW1,712—+1,712——$103.9K—2026-10-09
Albion Financial Group
DECREASED1,7061,842-136-7%$110.7K$103.6K-$7.1K2026-10-21
Hara Capital LLC
UNCHANGED1,6721,67200%$100.5K$101.5K+$1.0K2026-10-30
Westside Investment Management, Inc.
UNCHANGED1,5701,57000%$94.4K$94.8K+$3692026-11-02
Owl Creek Wealth Partners LLC
INCREASED1,5241,200+324+27%$72.1K$92.6K+$20.4K2026-10-20
Washington Trust Advisors, Inc.
UNCHANGED1,4861,48600%$89.3K$90.2K+$9072026-10-22
Chilton Capital Management LLC
UNCHANGED1,4751,47500%$88.7K$89.6K+$9002026-10-28
Silver Grove Financial Group, Inc.
INCREASED1,3841,054+330+31%$63.4K$84.1K+$20.7K2026-11-05
Dorato Capital Management
UNCHANGED1,3571,35700%$83.8K$82.8K-$1.0K2026-10-08
Central Trust Co
DECREASED1,3521,418-66-5%$85.3K$82.1K-$3.2K2026-11-05
Salomon & Ludwin, LLC
DECREASED1,3391,349-10-1%$82.1K$81.3K-$8242026-10-29
GHP Investment Advisors, Inc.
INCREASED1,3371,172+165+14%$70.5K$81.2K+$10.7K2026-10-15
Davis Capital Management
DECREASED1,2851,347-62-5%$81.0K$78.0K-$2.9K2026-10-08
Cullen T Bankers, Inc.
DECREASED1,2635,196-3,933-76%$312.4K$76.7K-$235.7K2026-10-28
True Wealth Design, LLC
INCREASED1,1911,083+108+10%$65.1K$72.3K+$7.2K2026-10-13
Essential Partners LLC
UNCHANGED1,1881,18800%$71.4K$72.1K+$7242026-10-14
Harbor Asset Planning, Inc.
INCREASED1,1571,156+1+0%$69.5K$70.3K+$7642026-10-23
Evermay Wealth Management LLC
UNCHANGED1,1421,14200%$68.7K$69.4K+$6962026-11-05
Birch Financial Group, LLC
NEW1,128—+1,128——$68.5K—2026-10-27
Proathlete Wealth Management LLC
INCREASED1,093285+808+284%$17.1K$66.4K+$49.2K2026-10-15
Nisa Investment Advisors, LLC
INCREASED1,053899+154+17%$54.0K$63.9K+$9.9K2026-10-20
Blume Capital Management, Inc.
UNCHANGED1,0221,02200%$61.4K$62.1K+$6242026-10-26
Physician Wealth Advisors, Inc.
INCREASED1,008896+112+13%$53.9K$61.2K+$7.3K2026-10-20
First Bancorp, Inc
INCREASED1,005973+32+3%$58.5K$61.0K+$2.5K2026-10-26
First United Bank & Trust
DECREASED9541,027-73-7%$61.7K$57.9K-$3.8K2026-10-22
Flagship Wealth Advisors, LLC
UNCHANGED95295200%$57.2K$57.8K+$5812026-11-03
Fairscale Capital, LLC
UNCHANGED92592500%$55.6K$60.4K+$4.8K2026-11-04
Advocate Investing Services LLC
DECREASED9001,100-200-18%$66.1K$54.7K-$11.5K2026-10-26
Olistico Wealth, LLC
UNCHANGED88888800%$53.4K$53.9K+$5412026-10-05
Golden State Wealth Management, LLC
DECREASED859888-29-3%$53.4K$52.2K-$1.2K2026-11-02
Gen-Wealth Partners Inc
DECREASED8412,200-1,359-62%$132.3K$51.1K-$81.2K2026-11-04
Compass Financial Management LLC
NEW840—+840——$51.0K—2026-10-30
JFS Wealth Advisors, LLC
UNCHANGED75275200%$45.2K$45.7K+$4582026-11-03
Oakworth Capital, Inc.
INCREASED750685+65+9%$41.3K$45.5K+$4.2K2026-10-26
Boyd Watterson Asset Management LLC
UNCHANGED72672600%$43.6K$44.1K+$4432026-11-06
MB, Levis & Associates, LLC
UNCHANGED72272200%$43.4K$43.8K+$4402026-10-16
DecisionPoint Financial, LLC
NEW716—+716——$42.7K—2026-10-27
City State Bank
INCREASED707426+281+66%$25.6K$42.9K+$17.3K2026-10-20
Mondrian Investment Partners LTD
NEW699—+699——$45.6K—2026-10-23
Financial Management Professionals, Inc.
INCREASED694669+25+4%$40.2K$42.1K+$1.9K2026-10-23
Signature Equity Partners, LLC
INCREASED666364+302+83%$21.9K$40.4K+$18.5K2026-10-29
Addison Advisors LLC
INCREASED646630+16+3%$37.9K$39.2K+$1.4K2026-11-06
Highline Wealth Partners LLC
INCREASED612389+223+57%$23.4K$37.2K+$13.8K2026-10-19
Murphy & Mullick Capital Management Corp
UNCHANGED61161100%$36.7K$37.1K+$3732026-11-02
SJS Investment Consulting Inc.
INCREASED606462+144+31%$27.8K$36.8K+$9.0K2026-10-26
WPG Advisers, LLC
INCREASED576478+98+21%$28.7K$35.0K+$6.2K2026-10-27
CoreCap Advisors, LLC
INCREASED576560+16+3%$33.7K$35.0K+$1.3K2026-10-08
Financial Perspectives, Inc
UNCHANGED56456400%$33.9K$34.3K+$3702026-11-03
Hilton Head Capital Partners, LLC
INCREASED561558+3+1%$33.6K$34.1K+$4912026-10-23
Godsey & Gibb, Inc
INCREASED546533+13+2%$32.0K$33.2K+$1.1K2026-10-14
High Point Wealth Management, LLC
UNCHANGED53453400%$32.1K$32.4K+$3262026-11-05
Country Trust Bank
UNCHANGED52952900%$31.8K$32.1K+$3232026-10-30
Cassaday & Co Wealth Management LLC
INCREASED510371+139+37%$22.3K$31.0K+$8.7K2026-10-27
Peterson Wealth Management
INCREASED510505+5+1%$30.4K$30.9K+$5702026-11-06
Hickory Point Bank & Trust
UNCHANGED50950900%$30.6K$30.9K+$3112026-10-01
Alta Capital Management LLC/
NEW505—+505——$30.7K—2026-10-26
Nfsg Corp
UNCHANGED49649600%$29.8K$30.1K+$3022026-10-15
Pension & Wealth Management Advisors, Inc.
NEW492—+492——$29.9K—2026-10-16
Brown, Lisle Ings, Inc.
UNCHANGED48348300%$29.0K$29.3K+$2952026-10-16
West Financial Advisors, LLC
NEW468—+468——$28.4K—2026-10-22
Global Trust Asset Management, LLC
UNCHANGED46146100%$27.7K$28.0K+$2822026-10-19
Roxbury Financial LLC
INCREASED455453+2+0%$27.2K$27.7K+$4362026-10-01
10Elms LLP
UNCHANGED44944900%$27.0K$27.3K+$2742026-11-06
Tompkins Financial Corp
NEW444—+444——$27.0K—2026-10-05
Latitude Advisors, LLC
NEW435—+435——$26.4K—2026-10-27
Bangor Savings Bank
UNCHANGED41641600%$25.0K$25.3K+$2542026-10-06
Harbor Investment Advisory, LLC
DECREASED4001,022-622-61%$61.4K$24.3K-$37.2K2026-10-13
Financial Consulate, Inc
INCREASED395303+92+30%$18.2K$24.0K+$5.8K2026-10-23
Towne Trust Company, N.a
UNCHANGED37237200%$22.4K$22.6K+$2272026-10-28
Ares Financial Consulting, LLC
UNCHANGED35735700%$21.5K$21.7K+$2182026-10-19
North Point Portfolio Managers Corp
NEW355—+355——$21.6K—2026-10-07
Buck Wealth Strategies, LLC
INCREASED355326+29+9%$19.6K$21.6K+$2.0K2026-10-28
Barrett & Company, Inc.
UNCHANGED35535500%$21.3K$21.6K+$2162026-10-22
American Capital Advisory, LLC
INCREASED345330+15+5%$19.8K$21.0K+$1.1K2026-10-28
Bayban
UNCHANGED34434400%$20.7K$20.7K$02026-11-05
Trust Co of Toledo NA
INCREASED324147+177+120%$8.8K$19.7K+$10.8K2026-10-16
Jnba Financial Advisors
UNCHANGED31831800%$19.1K$19.3K+$1942026-11-03
Citizens National Bank Trust Department
UNCHANGED31831800%$19.1K$19.3K+$1942026-11-04
MJT & Associates Financial Advisory Group, Inc.
INCREASED301180+121+67%$10.8K$18.3K+$7.5K2026-10-07
Quintet Private Bank (Europe) S.A.
UNCHANGED28828800%$17.3K$17.5K+$1752026-10-08
MTM Investment Management, LLC
UNCHANGED28428400%$17.1K$17.2K+$1732026-10-30
Private Wealth Management Group, LLC
NEW266—+266——$16.2K—2026-10-19
IFS Advisors, LLC
UNCHANGED26626600%$16.0K$16.2K+$1632026-10-14
Markowski Investments
UNCHANGED26626600%$16.0K$16.2K+$1622026-10-30
Smallwood Wealth Investment Management, LLC
UNCHANGED26626600%$16.0K$16.2K+$1632026-10-30
Kozak & Associates, Inc.
INCREASED263261+2+1%$15.9K$16.8K+$9372026-10-29
Lodestone Wealth Management LLC
UNCHANGED26126100%$15.7K$15.9K+$1602026-10-14
Wolff Wiese Magana LLC
UNCHANGED25925900%$15.6K$15.7K+$1582026-10-15
Bell Investment Advisors, Inc
INCREASED255212+43+20%$12.7K$15.5K+$2.7K2026-10-29
Creative Financial Designs Inc
INCREASED247245+2+1%$14.7K$15.0K+$2672026-11-04
William Mack & Associates, Inc.
NEW242—+242——$14.7K—2026-10-27
SRH Advisors, LLC
UNCHANGED23623600%$14.2K$14.3K+$1442026-10-22
Rothwell Investment Advisors, LLC
NEW234—+234——$14.2K—2026-11-06
1620 Investment Advisors, Inc.
UNCHANGED23423400%$14.1K$14.2K+$1432026-11-04
Elevation Wealth Partners, LLC
UNCHANGED22222200%$13.3K$13.5K+$1362026-10-07
West Branch Capital LLC
INCREASED211209+2+1%$12.6K$12.8K+$2352026-10-20
Caitong International Asset Management Co., Ltd
INCREASED19913+186+1431%$782$12.1K+$11.3K2026-10-29
Balance Wealth Partners LLC
NEW196—+196——$11.9K—2026-10-27
Ascentis Wealth Management, LLC
NEW182—+182——$11.1K—2026-11-03
Richardson Financial Services Inc.
UNCHANGED17717700%$10.6K$10.7K+$1082026-10-30
Sunrise Financial Services, LLC
UNCHANGED17717700%$10.6K$10.7K+$1082026-10-21
Triumph Capital Management
INCREASED176163+13+8%$9.8K$10.7K+$8882026-10-14
Retirement Wealth Solutions LLC
INCREASED172123+49+40%$7.4K$10.4K+$3.1K2026-10-07
New England Capital Financial Advisors LLC
INCREASED168167+1+1%$10.0K$10.2K+$1522026-11-03
Bfsg, LLC
NEW166—+166——$10.1K—2026-10-30
CGC Financial Services, LLC
UNCHANGED15915900%$9.6K$9.7K+$972026-10-13
Concord Wealth Partners
DECREASED157159-2-1%$9.6K$9.5K-$242026-11-02
Entrust Financial LLC
UNCHANGED15715700%$9.4K$9.5K+$962026-11-04
Cedar Mountain Advisors, LLC
UNCHANGED15315300%$9.2K$9.3K+$942026-10-15
General Partner, Inc.
UNCHANGED14814800%$8.9K$9.0K+$902026-10-05
Horizon Financial Services, LLC
DECREASED143197-54-27%$11.8K$8.7K-$3.2K2026-11-04
UMB Private Wealth Management, LLC
NEW140—+140——$8.5K—2026-10-19
Downshift Financial, LLC
DECREASED139155-16-10%$9.3K$8.4K-$8782026-10-13
Key FInancial Inc
UNCHANGED13713700%$8.2K$8.3K+$842026-11-02
Archer Investment Corp
UNCHANGED13313300%$8.0K$8.1K+$812026-11-05
Glass Jacobson Investment Advisors llc
INCREASED130110+20+18%$6.6K$7.9K+$1.3K2026-10-26
Asset Dedication, LLC
DECREASED125134-9-7%$8.1K$7.6K-$4652026-11-03
Nemes Rush Group LLC
UNCHANGED12112100%$7.3K$7.3K+$732026-11-04
Miller Global Investments, LLC
UNCHANGED11511500%$6.9K$7.0K+$702026-10-02
Piscataqua Savings Bank
UNCHANGED11511500%$6.9K$7.0K+$712026-10-21
Fortitude Family Office, LLC
NEW112—+112——$6.8K—2026-10-14
Madden Securities Corp
NEW111—+111——$6.7K—2026-10-27
Union Savings Bank
UNCHANGED11111100%$6.7K$6.7K+$672026-10-14
Adirondack Trust Co
DECREASED108116-8-7%$7.0K$6.6K-$4152026-10-14
MV Capital Management, Inc.
INCREASED10277+25+32%$4.6K$6.2K+$1.6K2026-10-29
Costello Asset Management, Inc
UNCHANGED10010000%$6.0K$6.1K+$612026-10-30
Southern Michigan Bank & Trust
DECREASED93101-8-8%$6.1K$5.6K-$4242026-10-19
Planning Strategies Inc.
NEW90—+90——$5.5K—2026-10-02
Gables Capital Management Inc.
UNCHANGED888800%$5.3K$5.3K+$532026-11-04
NorthAvenue LLC
UNCHANGED888800%$5.3K$5.3K+$542026-10-29
Pflug Koory, LLC
UNCHANGED888800%$5.3K$5.3K+$532026-10-26
Tower View Wealth Management LLC
INCREASED8382+1+1%$4.9K$5.0K+$932026-10-23
Tounjian Advisory Partners, LLC
UNCHANGED828200%$4.9K$5.0K+$502026-11-04
Quest 10 Wealth Builders, Inc.
INCREASED8179+2+3%$4.7K$4.9K+$1702026-11-02
Arlington Trust Co LLC
UNCHANGED707000%$4.2K$4.3K+$432026-10-20
Holos Integrated Wealth LLC
UNCHANGED696900%$4.3K$4.5K+$1662026-10-23
NBT Bank, N.A.
UNCHANGED666600%$4.0K$4.0K+$402026-10-21
Breakwater Investment Management
INCREASED5722+35+159%$1.3K$3.5K+$2.1K2026-10-20
Indiana Trust & Investment Management Co
UNCHANGED535300%$3.2K$3.2K+$332026-10-22
Elyxium Wealth, LLC
NEW48—+48——$2.9K—2026-10-27
Center for Financial Planning, Inc.
NEW45—+45——$2.7K—2026-10-26
Rakuten Securities, Inc.
INCREASED4525+20+80%$1.5K$2.7K+$1.2K2026-11-02
Hoey Investments, Inc
UNCHANGED454500%$2.7K$2.7K+$272026-10-29
Laurel Wealth Advisors LLC
NEW39—+39——$2.4K—2026-10-27
Atwood & Palmer Inc
UNCHANGED373700%$2.2K$2.2K+$232026-10-08
Covestor Ltd
INCREASED3622+14+64%$1$2+$12026-10-30
Noble Wealth Management PBC
UNCHANGED323200%$1.9K$1.9K+$192026-10-01
Paladin Partners, LLC
UNCHANGED323200%$1.9K$1.9K+$192026-10-06
Next Level Wealth Planning, LLC
NEW31—+31——$1.9K—2026-10-29
Monetary Solutions, Ltd
INCREASED2918+11+61%$1.1K$1.8K+$6792026-10-22
Plante Moran Financial Advisors, LLC
DECREASED28109-81-74%$6.6K$1.7K-$4.9K2026-11-04
Toth Financial Advisory Corp
NEW24—+24——$1.5K—2026-10-08
Transce3nd, LLC
NEW24—+24——$1.5K—2026-10-26
Dhjj Financial Advisors, Ltd.
UNCHANGED222200%$1.3K$1.3K+$142026-10-23
Gold Investment Management Ltd.
UNCHANGED212100%$1.3K$1.3K+$122026-10-19
Comprehensive Financial Planning, Inc.
UNCHANGED202000%$1.2K$1.2K+$122026-10-27
Burk Holdings LLC
UNCHANGED161600%$962$972+$102026-11-05
Elevated Capital Advisors, LLC
UNCHANGED141400%$842$850+$82026-11-04
Nvest Wealth Strategies, Inc.
NEW12—+12——$730—2026-10-14
Abound Wealth Management
UNCHANGED121200%$722$729+$72026-10-26
Fairman Group, LLC
UNCHANGED111100%$661$668+$72026-10-26
Fairway Wealth LLC
NEW10—+10——$607—2026-10-30
Mosley Wealth Management
UNCHANGED101000%$601$647+$462026-10-16
Trust Co
UNCHANGED101000%$601$607+$62026-10-09
Robbins Farley
UNCHANGED8800%$481$486+$52026-10-21
Lockheed Martin Investment Management Co
CLOSED0134,200-134,200-100%$8.1M$0-$8.1M2026-11-04
Imc-Chicago, LLC
CLOSED064,935-64,935-100%$3.9M$0-$3.9M2026-11-05
Smithbridge Asset Management Inc
CLOSED055,261-55,261-100%$3.3M$0-$3.3M2026-10-19
Optimist Retirement Group LLC
CLOSED029,576-29,576-100%$1.8M$0-$1.8M2026-10-30
R Squared Ltd
CLOSED015,960-15,960-100%$959.5K$0-$959.5K2026-11-06
Range Financial Group LLC
CLOSED08,396-8,396-100%$504.8K$0-$504.8K2026-10-21
Dana Investment Advisors, Inc.
CLOSED06,518-6,518-100%$391.9K$0-$391.9K2026-11-06
Griffith & Werner, Inc.
CLOSED05,713-5,713-100%$343.0K$0-$343.0K2026-11-04
Franklin Street Advisors Inc
CLOSED05,642-5,642-100%$339.2K$0-$339.2K2026-10-13
Ironsides Asset Advisors, LLC
CLOSED05,187-5,187-100%$311.8K$0-$311.8K2026-10-20
Arjuna Capital
CLOSED04,845-4,845-100%$291.3K$0-$291.3K2026-11-03
Arlington Partners LLC
CLOSED04,841-4,841-100%$291.0K$0-$291.0K2026-10-20
Chiron Capital Management, LLC
CLOSED04,792-4,792-100%$288.1K$0-$288.1K2026-10-15
Delta Financial Advisors LLC
CLOSED04,588-4,588-100%$275.9K$0-$275.9K2026-10-27
Turtle Creek Wealth Advisors, LLC
CLOSED04,349-4,349-100%$261.5K$0-$261.5K2026-10-15
FDx Advisors, Inc.
CLOSED03,987-3,987-100%$240.0K$0-$240.0K2026-11-05
Advisor OS, LLC
CLOSED03,932-3,932-100%$236.4K$0-$236.4K2026-11-03
Clear Harbor Asset Management, LLC
CLOSED03,912-3,912-100%$235.2K$0-$235.2K2026-11-05
Embree Financial Group
CLOSED03,862-3,862-100%$232.2K$0-$232.2K2026-10-22
Sunpointe, LLC
CLOSED03,657-3,657-100%$219.9K$0-$219.9K2026-10-22
TritonPoint Partners, LLC
CLOSED03,608-3,608-100%$216.9K$0-$216.9K2026-11-05
Michael J. Porro & Co. Financial Advisors, Inc.
CLOSED03,529-3,529-100%$212.2K$0-$212.2K2026-10-16
BAR Harbor Wealth Management
CLOSED03,458-3,458-100%$207.9K$0-$207.9K2026-10-21
Avantax Planning Partners, Inc.
CLOSED03,387-3,387-100%$203.6K$0-$203.6K2026-11-03
Meridian Wealth Management, LLC
CLOSED03,358-3,358-100%$201.9K$0-$201.9K2026-11-05
SeaCrest Wealth Management, LLC
CLOSED03,340-3,340-100%$200.8K$0-$200.8K2026-10-21
AdvisorNet Financial, Inc
CLOSED03,098-3,098-100%$186.3K$0-$186.3K2026-10-15
Wealth Enhancement Trust Services, Inc.
CLOSED01,854-1,854-100%$111.5K$0-$111.5K2026-10-07
Institute for Wealth Management, Llc.
CLOSED01,417-1,417-100%$85.2K$0-$85.2K2026-11-06
Salem Investment Counselors Inc
CLOSED01,023-1,023-100%$61.5K$0-$61.5K2026-10-13
LifeSteps Financial, Inc.
CLOSED0739-739-100%$44.4K$0-$44.4K2026-10-15
MCF Advisors LLC
CLOSED0673-673-100%$40.4K$0-$40.4K2026-10-28
Bayforest Capital Ltd
CLOSED0659-659-100%$39.6K$0-$39.6K2026-11-03
Evolution Advisers, Inc.
CLOSED0622-622-100%$37$0-$372026-11-06
Contravisory Investment Management, Inc.
CLOSED0554-554-100%$33.3K$0-$33.3K2026-10-13
Wellington Grp LLC
CLOSED0426-426-100%$24.3K$0-$24.3K2026-11-06
Vermillion Wealth Management, Inc.
CLOSED0420-420-100%$25.3K$0-$25.3K2026-10-26
Cornerstone Planning Group LLC
CLOSED0345-345-100%$21.3K$0-$21.3K2026-10-16
Atlatl Advisers LLC
CLOSED0282-282-100%$17.0K$0-$17.0K2026-10-22
Knights of Columbus Asset Advisors LLC
CLOSED0177-177-100%$10.6K$0-$10.6K2026-11-05
BankPlus Trust Department
CLOSED0142-142-100%$8.5K$0-$8.5K2026-11-06
Brooklyn FI, LLC
CLOSED0118-118-100%$7.3K$0-$7.3K2026-11-05
Yankcom Partnership
CLOSED091-91-100%$5.5K$0-$5.5K2026-10-15
Kelleher Financial Advisors
CLOSED088-88-100%$5.3K$0-$5.3K2026-10-30
Whipplewood Advisors, LLC
CLOSED076-76-100%$4.6K$0-$4.6K2026-10-20
Commonwealth Retirement Investments LLC
CLOSED063-63-100%$3.8K$0-$3.8K2026-10-26
Trifecta Capital Advisors, LLC
CLOSED019-19-100%$1.1K$0-$1.1K2026-10-21
Stone House Investment Management, LLC
CLOSED010-10-100%$601$0-$6012026-10-23
Halbert Hargrove Global Advisors, LLC
CLOSED010-10-100%$620$0-$6202026-10-16
CKW Financial Group
CLOSED06-6-100%$0$0$02026-10-29
Wellington Management Group LLP
N/A—35,063,391-35,063,391-100%$2.1B———
Morgan Stanley
N/A—9,665,376-9,665,376-100%$581.1M———
FMR LLC
N/A—9,006,011-9,006,011-100%$541.4M———
GQG Partners LLC
N/A—8,673,777-8,673,777-100%$521.5M———
Price T Rowe Associates Inc
N/A—8,143,219-8,143,219-100%$489.6M———
State Farm Mutual Automobile Insurance Co
N/A—6,174,081-6,174,081-100%$371.2M———
Bank of America Corp
N/A—5,331,851-5,331,851-100%$320.6M———
Envestnet Asset Management Inc
N/A—4,223,732-4,223,732-100%$253.9M———
Clearbridge Investments, LLC
N/A—4,135,829-4,135,829-100%$248.6M———
Goldman Sachs Group Inc
N/A—4,117,069-4,117,069-100%$247.5M———
Wells Fargo & Company
N/A—4,080,798-4,080,798-100%$245.3M———
Raymond James Financial Inc
N/A—3,994,633-3,994,633-100%$240.2M———
JPMorgan Chase & Co
N/A—3,985,623-3,985,623-100%$243.9M———
D. E. Shaw & Co., Inc.
N/A—3,762,722-3,762,722-100%$226.2M———
Royal Bank of Canada
N/A—3,283,022-3,283,022-100%$197.4M———
Lazard Asset Management LLC
N/A—3,039,810-3,039,810-100%$182.8M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—2,751,880-2,751,880-100%$165.4M———
Cullen Capital Management, LLC
N/A—2,745,360-2,745,360-100%$165.1M———
Hotchkis & Wiley Capital Management LLC
N/A—2,565,840-2,565,840-100%$154.3M———
Barrow Hanley Mewhinney & Strauss LLC
N/A—2,519,773-2,519,773-100%$151.5M———
American Century Companies Inc
N/A—2,336,422-2,336,422-100%$140.5M———
BlackRock, Inc.
N/A—2,293,405-2,293,405-100%$137.9M———
Citadel Advisors LLC
N/A—2,138,036-2,138,036-100%$128.5M———
Jane Street Group, LLC
N/A—2,103,480-2,103,480-100%$126.5M———
Northern Trust Corp
N/A—1,850,253-1,850,253-100%$111.2M———
Fiduciary Management Inc
N/A—1,786,644-1,786,644-100%$107.4M———
Federated Hermes, Inc.
N/A—1,642,701-1,642,701-100%$98.8M———
Two Sigma Investments, LP
N/A—1,592,185-1,592,185-100%$95.7M———
Norges Bank
N/A—1,583,098-1,583,098-100%$95.2M———
Captrust Financial Advisors
N/A—1,509,491-1,509,491-100%$90.8M———
Natixis Advisors, LLC
N/A—1,385,209-1,385,209-100%$83.3M———
Jones Financial Companies Lllp
N/A—1,231,031-1,231,031-100%$74.5M———
Renaissance Technologies LLC
N/A—1,167,336-1,167,336-100%$70.2M———
Qube Research & Technologies Ltd
N/A—1,062,661-1,062,661-100%$63.9M———
Saturna Capital Corp
N/A—1,048,865-1,048,865-100%$63.1M———
Ameriprise Financial Inc
N/A—1,033,720-1,033,720-100%$62.1M———
UBS Group AG
N/A—927,430-927,430-100%$55.8M———
Lansforsakringar Fondforvaltning AB (publ)
N/A—854,189-854,189-100%$51.3M———
First Eagle Investment Management, LLC
N/A—842,507-842,507-100%$50.7M———
Stifel Financial Corp
N/A—812,563-812,563-100%$48.9M———
1832 Asset Management L.P.
N/A—803,896-803,896-100%$48.3M———
Janney Montgomery Scott LLC
N/A—795,511-795,511-100%$47.8M———
Brown Advisory Inc
N/A—728,942-728,942-100%$43.8M———
St. James Investment Company, LLC
N/A—710,415-710,415-100%$42.7M———
Advisors Capital Management, LLC
N/A—677,809-677,809-100%$40.7M———
First Trust Advisors LP
N/A—670,102-670,102-100%$40.3M———
HRT Financial LP
N/A—653,543-653,543-100%$39.3M———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—652,686-652,686-100%$39.2M———
Cerity Partners LLC
N/A—633,874-633,874-100%$38.1M———
Capital Advisors Inc
N/A—629,025-629,025-100%$37.8M———
United Capital Financial Advisors, LLC
N/A—616,409-616,409-100%$37.1M———
Victory Capital Management Inc
N/A—590,086-590,086-100%$35.5M———
Chevy Chase Trust Holdings, LLC
N/A—589,797-589,797-100%$35.5M———
Federation des caisses Desjardins du Quebec
N/A—579,027-579,027-100%$34.8M———
AQR Capital Management LLC
N/A—569,489-569,489-100%$34.2M———
Voloridge Investment Management, LLC
N/A—566,809-566,809-100%$34.1M———
M&T Bank Corp
N/A—527,848-527,848-100%$31.7M———
Capital Fund Management S.A.
N/A—490,979-490,979-100%$29.5M———
Bank of Montreal
N/A—490,089-490,089-100%$29.5M———
Arrowstreet Capital, Limited Partnership
N/A—462,402-462,402-100%$27.8M———
Holowesko Partners Ltd.
N/A—459,600-459,600-100%$27.6M———
National Bank of Canada
N/A—454,697-454,697-100%$27.3M———
Trillium Asset Management, LLC
N/A—447,107-447,107-100%$26.9M———
SEI Investments Co
N/A—444,887-444,887-100%$26.7M———
Trexquant Investment LP
N/A—439,074-439,074-100%$26.4M———
Freestone Grove Partners LP
N/A—423,982-423,982-100%$25.5M———
HighTower Advisors, LLC
N/A—410,103-410,103-100%$24.7M———
River Road Asset Management, LLC
N/A—408,941-408,941-100%$24.6M———
Quantinno Capital Management LP
N/A—397,680-397,680-100%$23.9M———
Charles Schwab Investment Management Inc
N/A—390,342-390,342-100%$23.5M———
Managed Asset Portfolios, LLC
N/A—375,179-375,179-100%$22.6M———
Clark Estates Inc
N/A—370,000-370,000-100%$22.2M———
Cheviot Value Management, LLC
N/A—367,496-367,496-100%$22.1M———
UBS Asset Management Americas LLC
N/A—341,611-341,611-100%$20.5M———
Cetera Investment Advisers
N/A—340,200-340,200-100%$20.5M———
Mariner, LLC
N/A—336,606-336,606-100%$20.2M———
MML Investors Services, LLC
N/A—331,756-331,756-100%$19.9M———
BNP Paribas Financial Markets
N/A—308,413-308,413-100%$18.5M———
Ingalls & Snyder LLC
N/A—290,596-290,596-100%$17.5M———
MAR Vista Investment Partners LLC
N/A—284,749-284,749-100%$17.1M———
TriCert Investment Counsel Inc.
N/A—244,804-244,804-100%$14.7M———
CIBC World Market Inc.
N/A—243,267-243,267-100%$14.6M———
Capital Wealth Planning, LLC
N/A—233,777-233,777-100%$14.1M———
Vident Advisory, LLC
N/A—225,534-225,534-100%$13.6M———
SCS Capital Management LLC
N/A—224,254-224,254-100%$13.5M———
Tocqueville Asset Management L.P.
N/A—223,116-223,116-100%$13.4M———
Focus Partners Wealth
N/A—211,670-211,670-100%$12.7M———
Millennium Management LLC
N/A—202,457-202,457-100%$12.2M———
Wallace Capital Management Inc.
N/A—200,651-200,651-100%$12.1M———
Osaic Holdings, Inc.
N/A—198,689-198,689-100%$11.9M———
M. Kulyk & Associates, LLC
N/A—191,866-191,866-100%$11.5M———
&partners
N/A—183,094-183,094-100%$11.0M———
Scotia Capital Inc.
N/A—178,344-178,344-100%$10.7M———
Manufacturers Life Insurance Company, the
N/A—172,056-172,056-100%$10.3M———
O'shaughnessy Asset Management, LLC
N/A—169,546-169,546-100%$10.2M———
Dixon Mitchell Investment Counsel Inc.
N/A—160,400-160,400-100%$9.6M———
Logan Capital Management Inc
N/A—157,364-157,364-100%$9.5M———
NewEdge Advisors, LLC
N/A—156,080-156,080-100%$9.4M———
Point72 Asset Management, L.P.
N/A—155,998-155,998-100%$9.4M———
QRG Capital Management, Inc.
N/A—154,017-154,017-100%$9.3M———
Guardian Capital LP
N/A—151,981-151,981-100%$9.1M———
Franklin Resources Inc
N/A—148,396-148,396-100%$8.9M———
Cary Street Partners Financial LLC
N/A—147,131-147,131-100%$8.8M———
Zevin Asset Management LLC
N/A—145,372-145,372-100%$8.7M———
Windle Wealth, LLC
N/A—141,375-141,375-100%$8.5M———
New England Asset Management Inc
N/A—140,518-140,518-100%$8.4M———
Mercer Global Advisors Inc
N/A—138,577-138,577-100%$8.3M———
Lowe Brockenbrough & Co Inc
N/A—138,103-138,103-100%$8.3M———
One Capital Management, LLC
N/A—135,826-135,826-100%$7.7M———
Destination Wealth Management
N/A—134,632-134,632-100%$8.1M———
Orion Porfolio Solutions, LLC
N/A—134,608-134,608-100%$8.1M———
Cresset Asset Management, LLC
N/A—132,793-132,793-100%$8.0M———
Systematic Alpha Investments, LLC
N/A—131,449-131,449-100%$7.9M———
Sanctuary Advisors, LLC
N/A—130,254-130,254-100%$7.8M———
Optiver Holding B.V.
N/A—127,374-127,374-100%$7.7M———
Pathstone Holdings, LLC
N/A—122,888-122,888-100%$7.4M———
Waverly Advisors, LLC
N/A—121,688-121,688-100%$7.3M———
Neuberger Berman Group LLC
N/A—115,282-115,282-100%$6.9M———
Hilton Capital Management, LLC
N/A—114,017-114,017-100%$6.9M———
NewEdge Wealth, LLC
N/A—112,085-112,085-100%$6.7M———
Liberty One Investment Management, LLC
N/A—110,359-110,359-100%$6.6M———
Susquehanna International Group, LLP
N/A—110,309-110,309-100%$6.6M———
Graham Capital Management, L.P.
N/A—107,642-107,642-100%$6.5M———
Evelyn Partners Group Ltd
N/A—105,546-105,546-100%$6.3M———
Campbell & Co Investment Adviser LLC
N/A—104,675-104,675-100%$6.3M———
Empowered Funds, LLC
N/A—104,549-104,549-100%$6.3M———
Portland Global Advisors LLC
N/A—99,464-99,464-100%$6.0M———
Fiduciary Trust Co
N/A—98,821-98,821-100%$5.9M———
Kayne Anderson Rudnick Investment Management LLC
N/A—98,255-98,255-100%$5.9M———
Tevis Investment Management
N/A—98,231-98,231-100%$5.9M———
Bleakley Financial Group, LLC
N/A—96,802-96,802-100%$5.8M———
Quantbot Technologies LP
N/A—94,264-94,264-100%$5.7M———
Steward Partners Investment Advisory, LLC
N/A—93,046-93,046-100%$5.6M———
Rockefeller Capital Management L.P.
N/A—92,834-92,834-100%$5.6M———
Auxier Asset Management LLC
N/A—92,574-92,574-100%$5.6M———
Benjamin Edwards Inc
N/A—92,064-92,064-100%$5.5M———
Shufro Rose & Co LLC
N/A—91,925-91,925-100%$5.5M———
World Investment Advisors
N/A—87,298-87,298-100%$5.0M———
Aquatic Capital Management LLC
N/A—87,114-87,114-100%$5.2M———
Atlantic Union Bankshares Corp
N/A—86,429-86,429-100%$5.2M———
Vanguard Personalized Indexing Management, LLC
N/A—79,011-79,011-100%$4.8M———
WCG Wealth Advisors LLC
N/A—76,731-76,731-100%$4.6M———
Royce & Associates LP
N/A—74,000-74,000-100%$4.4M———
Alerus Financial NA
N/A—73,426-73,426-100%$4.4M———
Northstar Asset Management Inc
N/A—69,659-69,659-100%$4.2M———
Timber Creek Capital Management LLC
N/A—69,264-69,264-100%$4.2M———
BTC Capital Management, Inc.
N/A—68,516-68,516-100%$4.1M———
Jupiter Topco LLC
N/A—64,605-64,605-100%$3.9M———
Headinvest, LLC
N/A—63,608-63,608-100%$3.8M———
Becker Capital Management Inc
N/A—63,312-63,312-100%$3.8M———
Rhumbline Advisers
N/A—62,723-62,723-100%$3.8M———
CIBC Bancorp USA Inc.
N/A—62,067-62,067-100%$3.7M———
Aperture Investors, LLC
N/A—61,691-61,691-100%$3.7M———
Tudor Investment Corp ET AL
N/A—61,617-61,617-100%$3.7M———
Heartland Advisors Inc
N/A—60,605-60,605-100%$3.6M———
DV Equities, LLC
N/A—58,240-58,240-100%$3.5M———
Naviter Wealth, LLC
N/A—57,809-57,809-100%$3.5M———
Mutual Advisors, LLC
N/A—55,656-55,656-100%$3.3M———
DJE Kapital AG
N/A—54,236-54,236-100%$3.2M———
Stephens Inc
N/A—52,960-52,960-100%$3.2M———
Schonfeld Strategic Advisors LLC
N/A—52,311-52,311-100%$3.1M———
Advisory Services Network, LLC
N/A—52,169-52,169-100%$3.1M———
Northwestern Mutual Wealth Management Co
N/A—51,887-51,887-100%$3.1M———
Gabelli Funds LLC
N/A—50,777-50,777-100%$3.1M———
Beacon Pointe Advisors, LLC
N/A—50,618-50,618-100%$3.0M———
Argent Trust Co
N/A—49,213-49,213-100%$3.0M———
Opal Capital LLC
N/A—48,218-48,218-100%$2.9M———
Callan Family Office, LLC
N/A—48,017-48,017-100%$2.9M———
Principal Securities, Inc.
N/A—45,823-45,823-100%$2.8M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—45,560-45,560-100%$2.7M———
Laird Norton Wetherby Trust Company, LLC
N/A—45,059-45,059-100%$2.7M———
Arax Advisory Partners
N/A—43,518-43,518-100%$2.6M———
Entropy Technologies, LP
N/A—41,159-41,159-100%$2.5M———
MAI Capital Management
N/A—40,411-40,411-100%$2.4M———
Haverford Trust Co
N/A—39,821-39,821-100%$2.4M———
Quadrature Capital Ltd
N/A—39,636-39,636-100%$2.4M———
Envestnet Portfolio Solutions, Inc.
N/A—38,745-38,745-100%$2.3M———
Summit Trail Advisors, LLC
N/A—38,209-38,209-100%$2.3M———
Baird Financial Group, Inc.
N/A—37,826-37,826-100%$2.3M———
Flow Traders U.S. LLC
N/A—37,284-37,284-100%$2.2M———
Salt Holding Corp.
N/A—36,900-36,900-100%$2.2M———
FSB Premier Wealth Management, Inc.
N/A—36,827-36,827-100%$2.2M———
IEQ Capital, LLC
N/A—36,509-36,509-100%$2.2M———
Aviso Financial Inc.
N/A—35,248-35,248-100%$2.1M———
Caprock Group, LLC
N/A—35,089-35,089-100%$2.1M———
Sequoia Financial Advisors, LLC
N/A—34,743-34,743-100%$2.1M———
Great Valley Advisor Group, Inc.
N/A—33,137-33,137-100%$2.0M———
44 Wealth Management LLC
N/A—33,027-33,027-100%$2.0M———
Arvest Bank Trust Division
N/A—32,897-32,897-100%$2.0M———
Callahan Advisors, LLC
N/A—32,651-32,651-100%$2.0M———
State Street Corp
N/A—32,014-32,014-100%$1.9M———
Capital Financial Group Inc\co\
N/A—31,373-31,373-100%$1.9M———
Global Retirement Partners, LLC
N/A—31,004-31,004-100%$1.9M———
Vestmark Advisory Solutions, Inc.
N/A—30,526-30,526-100%$1.8M———
Anchor Investment Management, LLC
N/A—29,375-29,375-100%$1.8M———
Bridges Investment Management Inc
N/A—28,576-28,576-100%$1.7M———
Glenmede Trust Co NA
N/A—28,355-28,355-100%$1.7M———
Earnest Partners LLC
N/A—28,350-28,350-100%$1.7M———
Drexel Morgan & Co.
N/A—27,881-27,881-100%$1.7M———
Peapack Gladstone Financial Corp
N/A—27,800-27,800-100%$1.7M———
Private Advisor Group, LLC
N/A—27,378-27,378-100%$1.6M———
Arkadios Wealth Advisors
N/A—27,322-27,322-100%$1.6M———
RBF Capital, LLC
N/A—26,666-26,666-100%$1.6M———
Ancora Advisors LLCA
N/A—26,358-26,358-100%$1.6M———
Aptus Capital Advisors, LLC
N/A—25,854-25,854-100%$1.6M———
Intrust Bank NA
N/A—25,353-25,353-100%$1.5M———
Harbour Investments, Inc.
N/A—24,966-24,966-100%$1.5M———
Ballentine Partners, LLC
N/A—24,703-24,703-100%$1.5M———
Spirepoint Private Client, LLC
N/A—23,965-23,965-100%$1.4M———
Huntington National Bank
N/A—23,826-23,826-100%$1.4M———
Voya Financial Advisors, Inc.
N/A—23,772-23,772-100%$1.5M———
Capstone Financial Advisors, Inc.
N/A—23,571-23,571-100%$1.4M———
Tower Research Capital LLC (TRC)
N/A—23,220-23,220-100%$1.4M———
Commerce Bank
N/A—23,180-23,180-100%$1.4M———
Dakota Wealth Management
N/A—22,856-22,856-100%$1.4M———
LOM Asset Management Ltd
N/A—21,761-21,761-100%$1.3M———
PCM Encore, LLC
N/A—21,655-21,655-100%$1.3M———
Wealth Alliance, LLC
N/A—21,528-21,528-100%$1.3M———
Keystone Financial Group
N/A—21,400-21,400-100%$1.3M———
Headlands Technologies LLC
N/A—20,770-20,770-100%$1.2M———
Nwam LLC
N/A—20,558-20,558-100%$1.2M———
Tidal Investments LLC
N/A—20,441-20,441-100%$1.2M———
Johnson Investment Counsel Inc
N/A—20,117-20,117-100%$1.2M———
Smartleaf Asset Management LLC
N/A—19,734-19,734-100%$1.2M———
Transcend Capital Advisors, LLC
N/A—19,377-19,377-100%$1.2M———
Raelipskie Partnership
N/A—19,018-19,018-100%$1.1M———
Crux Wealth Advisors
N/A—18,823-18,823-100%$1.1M———
Smart Money Group LLC
N/A—18,734-18,734-100%$1.1M———
GeoWealth Management, LLC
N/A—18,370-18,370-100%$1.1M———
Berkeley Capital Partners, LLC
N/A—18,359-18,359-100%$1.1M———
Leith Wheeler Investment Counsel Ltd.
N/A—18,207-18,207-100%$1.1M———
Permanent Capital Management, LP
N/A—17,648-17,648-100%$1.1M———
Dorsey & Whitney Trust Co LLC
N/A—17,548-17,548-100%$1.1M———
Snowden Capital Advisors LLC
N/A—17,454-17,454-100%$1.0M———
Everstar Asset Management, LLC
N/A—17,444-17,444-100%$1.0M———
Advisors Asset Management, Inc.
N/A—17,343-17,343-100%$1.0M———
EP Wealth Advisors, LLC
N/A—17,205-17,205-100%$1.0M———
Ausdal Financial Partners, Inc.
N/A—17,061-17,061-100%$1.0M———
Ellevest, Inc.
N/A—16,972-16,972-100%$1.0M———
Invesco Ltd.
N/A—16,753-16,753-100%$1.0M———
Mosaic Family Wealth Partners, LLC
N/A—16,724-16,724-100%$1.0M———
Rodgers Brothers Inc.
N/A—16,719-16,719-100%$1.0M———
HM Payson & Co
N/A—16,695-16,695-100%$1.0M———
Chesapeake Asset Management LLC
N/A—16,658-16,658-100%$1.0M———
Jain Global LLC
N/A—16,512-16,512-100%$992.7K———
Choate Investment Advisors
N/A—16,286-16,286-100%$979.1K———
Keystone Financial Services
N/A—16,254-16,254-100%$977.2K———
New York State Common Retirement Fund
N/A—16,228-16,228-100%$975.6K———
Engineers Gate Manager LP
N/A—16,110-16,110-100%$968.5K———
Northstar Group, Inc.
N/A—16,099-16,099-100%$967.9K———
AE Wealth Management LLC
N/A—15,852-15,852-100%$953.0K———
Oxbow Advisors, LLC
N/A—15,716-15,716-100%$944.8K———
Guggenheim Capital LLC
N/A—15,705-15,705-100%$944.2K———
Roehl & Yi Investment Advisors, LLC
N/A—15,274-15,274-100%$918.3K———
Twin City Private Wealth, LLC
N/A—15,094-15,094-100%$907.5K———
Future Fund LLC
N/A—15,001-15,001-100%$901.9K———
Limestone Investment Advisors LP
N/A—15,000-15,000-100%$901.8K———
Pinnacle Financial Partners, Inc.
N/A—14,895-14,895-100%$895.5K———
Checchi Capital Advisers, LLC
N/A—14,835-14,835-100%$891.9K———
Essex Financial Services, Inc.
N/A—14,779-14,779-100%$888.5K———
Centiva Capital, LP
N/A—14,632-14,632-100%$879.7K———
Two Sigma Securities, LLC
N/A—14,546-14,546-100%$874.5K———
PFG Investments, LLC
N/A—14,129-14,129-100%$849.4K———
Integrated Quantitative Investments LLC
N/A—13,843-13,843-100%$832.2K———
Coldstream Capital Management Inc
N/A—13,778-13,778-100%$828.3K———
FOX RUN Management, L.L.C.
N/A—13,400-13,400-100%$805.6K———
Qtron Investments LLC
N/A—13,285-13,285-100%$798.7K———
Integrated Wealth Concepts LLC
N/A—13,127-13,127-100%$789.2K———
Syon Capital LLC
N/A—13,024-13,024-100%$783.0K———
RWA Wealth Partners, LLC
N/A—12,964-12,964-100%$779.4K———
Hartford Funds Management Co LLC
N/A—12,896-12,896-100%$775.3K———
Bank of Nova Scotia Trust Co
N/A—12,833-12,833-100%$771.5K———
Bollard Group LLC
N/A—12,821-12,821-100%$771.0K———
Potentia Wealth
N/A—12,798-12,798-100%$769.4K———
Modern Wealth Management, LLC
N/A—12,585-12,585-100%$756.6K———
OneDigital Investment Advisors LLC
N/A—12,552-12,552-100%$754.6K———
Group One Trading LLC
N/A—12,477-12,477-100%$750.1K———
Jump Financial, LLC
N/A—12,005-12,005-100%$721.7K———
Squarepoint Ops LLC
N/A—11,757-11,757-100%$706.8K———
Insigneo Advisory Services, LLC
N/A—11,738-11,738-100%$705.7K———
Strategic Investment Advisors / MI
N/A—11,705-11,705-100%$703.7K———
NorthRock Partners, LLC
N/A—11,621-11,621-100%$698.7K———
Wealthspire Advisors, LLC
N/A—11,536-11,536-100%$693.5K———
Alliancebernstein L.P.
N/A—11,496-11,496-100%$654.9K———
Regal Investment Advisors LLC
N/A—11,330-11,330-100%$681.1K———
Hilltop Holdings Inc.
N/A—11,302-11,302-100%$679.4K———
DRW Securities, LLC
N/A—11,201-11,201-100%$673.4K———
Sandy Cove Advisors, LLC
N/A—10,969-10,969-100%$659.5K———
Tower Bridge Advisors
N/A—10,954-10,954-100%$658.6K———
Fortress Private Ledger, LLC
N/A—10,950-10,950-100%$658.3K———
River Wealth Advisors LLC
N/A—10,881-10,881-100%$654.2K———
Legacy Capital Group California, Inc.
N/A—10,687-10,687-100%$642.5K———
Stratos Wealth Partners, Ltd.
N/A—10,681-10,681-100%$642.2K———
Focus Partners Advisor Solutions, LLC
N/A—10,610-10,610-100%$637.9K———
Hancock Whitney Corp
N/A—10,541-10,541-100%$633.7K———
Atom Investors LP
N/A—10,497-10,497-100%$631.1K———
FourThought Financial Partners, LLC
N/A—10,375-10,375-100%$623.7K———
Navellier & Associates Inc
N/A—10,215-10,215-100%$614.1K———
Cozad Asset Management Inc
N/A—10,184-10,184-100%$612.3K———
SGL Investment Advisors, Inc.
N/A—10,169-10,169-100%$639.2K———
Bluespring Wealth Management, LLC
N/A—10,010-10,010-100%$601.8K———
Red Door Wealth Management, LLC
N/A—9,987-9,987-100%$600.4K———
Thoroughbred Financial Services, LLC
N/A—9,951-9,951-100%$598.0K———
Independent Advisor Alliance
N/A—9,910-9,910-100%$595.8K———
Gamco Investors, Inc. ET AL
N/A—9,336-9,336-100%$561.3K———
Tranquilli Financial Advisor LLC
N/A—9,172-9,172-100%$551.4K———
Rathbones Group PLC
N/A—9,002-9,002-100%$541.2K———
Phillips Wealth Planners LLC
N/A—8,955-8,955-100%$561.8K———
Flputnam Investment Management Co
N/A—8,929-8,929-100%$536.8K———
Brown Brothers Harriman & Co
N/A—8,770-8,770-100%$527.3K———
Quotient Wealth Partners, LLC
N/A—8,702-8,702-100%$523.2K———
Kingsview Wealth Management, LLC
N/A—8,668-8,668-100%$521.1K———
Old North State Trust, LLC
N/A—8,549-8,549-100%$514.0K———
BFC Planning, Inc.
N/A—8,529-8,529-100%$512.7K———
Jennison Associates LLC
N/A—8,490-8,490-100%$510.4K———
Bessemer Group Inc
N/A—8,486-8,486-100%$497.0K———
Spwm Advisors LLC
N/A—8,483-8,483-100%$529.2K———
Transamerica Financial Advisors, LLC
N/A—8,215-8,215-100%$493.9K———
Prosperity Consulting Group, LLC
N/A—8,163-8,163-100%$490.8K———
Spinnaker Trust
N/A—8,106-8,106-100%$487.3K———
PAX Financial Group, LLC
N/A—7,935-7,935-100%$477.1K———
Sivia Capital Partners, LLC
N/A—7,888-7,888-100%$474.2K———
Banco de Sabadell, S.a
N/A—7,834-7,834-100%$474.0K———
Silvercrest Asset Management Group LLC
N/A—7,717-7,717-100%$463.9K———
Clare Market Investments LLC
N/A—7,698-7,698-100%$462.8K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—7,658-7,658-100%$460.4K———
Kintra Wealth, LLC
N/A—7,568-7,568-100%$474.4K———
Evolve Private Wealth, LLC
N/A—7,564-7,564-100%$454.7K———
Peregrine Asset Advisers, Inc.
N/A—7,550-7,550-100%$453.9K———
Meadowbrook Advisors Group, LLC
N/A—7,520-7,520-100%$452.1K———
HSBC Holdings PLC
N/A—7,479-7,479-100%$449.5K———
West Family Investments, Inc.
N/A—7,457-7,457-100%$448.3K———
Precision Wealth Strategies, LLC
N/A—7,380-7,380-100%$443.7K———
Rexford Capital Inc
N/A—7,227-7,227-100%$434.5K———
Texas Capital Bank Wealth Management Services Inc
N/A—7,087-7,087-100%$426.1K———
Dearborn Partners LLC
N/A—7,086-7,086-100%$426.0K———
FLC Capital Advisors
N/A—6,993-6,993-100%$420.4K———
Frec Markets, Inc.
N/A—6,923-6,923-100%$416.2K———
Knightsbridge Asset Management, LLC
N/A—6,526-6,526-100%$392.3K———
Roundview Capital LLC
N/A—6,515-6,515-100%$391.7K———
RD Lewis Holdings, Inc.
N/A—6,512-6,512-100%$405.9K———
Jackson Thornton Wealth Management, LLC
N/A—6,456-6,456-100%$388.1K———
Octavia Wealth Advisors, LLC
N/A—6,383-6,383-100%$383.8K———
Bartlett & Co. Wealth Management LLC
N/A—6,254-6,254-100%$376.0K———
WealthTrust Axiom LLC
N/A—6,186-6,186-100%$371.9K———
Savvy Advisors, Inc.
N/A—6,178-6,178-100%$371.4K———
Farringdon Capital, Ltd.
N/A—6,161-6,161-100%$370.4K———
Townsquare Capital LLC
N/A—6,107-6,107-100%$367.2K———
Wescott Financial Advisory Group, LLC
N/A—6,105-6,105-100%$367.0K———
Calydon Capital
N/A—6,099-6,099-100%$366.7K———
Summit Financial, LLC
N/A—6,091-6,091-100%$366.2K———
Shelton Capital Management
N/A—6,022-6,022-100%$362.0K———
Cetera Trust Company, N.a
N/A—6,020-6,020-100%$361.9K———
Centaurus Financial, Inc.
N/A—5,826-5,826-100%$350.0K———
Equitable Holdings, Inc.
N/A—5,810-5,810-100%$349.3K———
Port Capital LLC
N/A—5,777-5,777-100%$347.3K———
Drive Wealth Management, LLC
N/A—5,752-5,752-100%$345.8K———
Park Place Capital Corp
N/A—5,723-5,723-100%$344.1K———
Fidelis Capital Partners, LLC
N/A—5,528-5,528-100%$332.3K———
Basecamp Wealth Advisors LLC
N/A—5,525-5,525-100%$332.2K———
Keebeck Wealth Management
N/A—5,497-5,497-100%$330.5K———
New Republic Capital, LLC
N/A—5,460-5,460-100%$328.3K———
Pure Financial Advisors, LLC
N/A—5,454-5,454-100%$327.9K———
Smithfield Trust Co
N/A—5,437-5,437-100%$329.0K———
IHT Wealth Management, LLC
N/A—5,422-5,422-100%$326.0K———
Moneta Group Investment Advisors LLC
N/A—5,414-5,414-100%$325.5K———
Wellspring Financial Advisors, LLC
N/A—5,378-5,378-100%$323.6K———
IFG Advisory, LLC
N/A—5,340-5,340-100%$321.0K———
Phocas Financial Corp.
N/A—5,333-5,333-100%$320.6K———
Aspen Grove Capital, LLC
N/A—5,263-5,263-100%$316.5K———
Dodge & COX
N/A—5,243-5,243-100%$315.2K———
FCA Corp
N/A—5,222-5,222-100%$313.9K———
Advyzon Investment Management, LLC
N/A—5,108-5,108-100%$307.1K———
Gentry Private Wealth, LLC
N/A—5,082-5,082-100%$305.5K———
Optas, LLC
N/A—4,992-4,992-100%$300.1K———
Sound View Wealth Advisors Group, LLC
N/A—4,973-4,973-100%$299.0K———
Financial Engines Advisors L.L.C.
N/A—4,965-4,965-100%$298.5K———
CVA Family Office, LLC
N/A—4,951-4,951-100%$297.7K———
Seeds Investor LLC
N/A—4,922-4,922-100%$295.9K———
Mattson Financial Services, LLC
N/A—4,898-4,898-100%$307.2K———
Greenline Partners, LLC
N/A—4,836-4,836-100%$290.7K———
Pallas Capital Advisors LLC
N/A—4,805-4,805-100%$288.9K———
GTS Securities LLC
N/A—4,781-4,781-100%$287.4K———
Bradley Foster & Sargent Inc
N/A—4,742-4,742-100%$285.1K———
Drucker Wealth 3.0, LLC
N/A—4,723-4,723-100%$283.9K———
Integrity Financial Corp
N/A—4,713-4,713-100%$283.3K———
Borer Denton & Associates, Inc.
N/A—4,696-4,696-100%$282.3K———
Rehmann Capital Advisory Group
N/A—4,686-4,686-100%$281.8K———
First National Bank of Omaha
N/A—4,636-4,636-100%$283.7K———
Roberts Glore & Co Inc
N/A—4,629-4,629-100%$278.3K———
TRU Independence Asset Management 2, LLC
N/A—4,616-4,616-100%$277.5K———
Thomasville National Bank
N/A—4,582-4,582-100%$275.5K———
SG Americas Securities, LLC
N/A—4,563-4,563-100%$274.0K———
Harris Associates L P
N/A—4,516-4,516-100%$271.5K———
Hexagon Capital Partners LLC
N/A—4,507-4,507-100%$271.0K———
Alvarez & Marsal Private Wealth Partners, LLC
N/A—4,489-4,489-100%$269.9K———
Payne Capital LLC
N/A—4,483-4,483-100%$269.5K———
SouthState Bank Corp
N/A—4,454-4,454-100%$267.8K———
Whetstone Capital Advisors, LLC
N/A—4,444-4,444-100%$267.2K———
Fielder Capital Group LLC
N/A—4,435-4,435-100%$266.6K———
Venturi Wealth Management, LLC
N/A—4,421-4,421-100%$265.8K———
Ritter Daniher Financial Advisory LLC / de
N/A—4,377-4,377-100%$263.1K———
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A—4,341-4,341-100%$261.0K———
Foundations Investment Advisors, LLC
N/A—4,340-4,340-100%$260.9K———
Empire Financial Management Company, LLC
N/A—4,333-4,333-100%$260.5K———
Brown Financial Advisors
N/A—4,306-4,306-100%$258.9K———
Kiley Juergens Wealth Management, LLC
N/A—4,267-4,267-100%$256.5K———
OneAscent Family Office, LLC
N/A—4,209-4,209-100%$253.0K———
Composition Wealth, LLC
N/A—4,186-4,186-100%$251.6K———
CreativeOne Wealth, LLC
N/A—4,145-4,145-100%$249.2K———
Ameritas Advisory Services, LLC
N/A—4,117-4,117-100%$247.5K———
Freestone Capital Holdings, LLC
N/A—4,114-4,114-100%$247.3K———
Lafayette Investments, Inc.
N/A—4,016-4,016-100%$241.4K———
Icon Wealth Advisors, LLC
N/A—3,963-3,963-100%$238.2K———
Fort Sheridan Advisors LLC
N/A—3,939-3,939-100%$236.8K———
Tacita Capital Inc
N/A—3,909-3,909-100%$235.0K———
Kovack Advisors, Inc.
N/A—3,877-3,877-100%$235.0K———
National Philanthropic Trust
N/A—3,838-3,838-100%$230.7K———
Bard Associates Inc
N/A—3,832-3,832-100%$230.4K———
Mayflower Financial Advisors, LLC
N/A—3,822-3,822-100%$229.8K———
Graybill Wealth Management, Ltd.
N/A—3,756-3,756-100%$225.8K———
Capital Analysts, LLC
N/A—3,748-3,748-100%$225.0K———
LGT Group Foundation
N/A—3,688-3,688-100%$221.7K———
Parvin Asset Management, LLC
N/A—3,567-3,567-100%$214.4K———
NerdWallet Wealth Partners, LLC
N/A—3,466-3,466-100%$208.4K———
Tradition Wealth Management, LLC
N/A—3,458-3,458-100%$207.9K———
Perennial Investment Advisors, LLC
N/A—3,448-3,448-100%$207.3K———
GSA Capital Partners LLP
N/A—3,445-3,445-100%$207.0K———
Atlantic Family Wealth, LLC
N/A—3,373-3,373-100%$202.8K———
Bruce G. Allen Investments, LLC
N/A—3,330-3,330-100%$200.2K———
PlanVest Financial, Inc
N/A—3,222-3,222-100%$193.7K———
Toronto Dominion Bank
N/A—3,175-3,175-100%$191.0K———
Colonial Trust Co / SC
N/A—3,151-3,151-100%$189.4K———
Hurricane Capital Advisors LLC
N/A—3,100-3,100-100%$186.4K———
Sittner & Nelson, LLC
N/A—3,038-3,038-100%$182.6K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—2,677-2,677-100%$160.9K———
Delta Asset Management LLC
N/A—2,659-2,659-100%$159.9K———
Purpose Unlimited Inc.
N/A—2,599-2,599-100%$156.6K———
Caldwell Sutter Capital, Inc.
N/A—2,497-2,497-100%$150.1K———
Meramec Financial Planners, LLC
N/A—2,299-2,299-100%$141.1K———
Ameriflex Group, Inc.
N/A—2,269-2,269-100%$136.4K———
Riverview Trust Co
N/A—2,233-2,233-100%$134.2K———
Continuum Advisory, LLC
N/A—2,082-2,082-100%$125.2K———
Rothschild Investment LLC
N/A—1,957-1,957-100%$117.7K———
Corient IA LP
N/A—1,949-1,949-100%$117.2K———
Cary Street Partners Investment Advisory LLC
N/A—1,934-1,934-100%$116.3K———
Strategic Wealth Partners, Ltd.
N/A—1,926-1,926-100%$115.8K———
ST Germain D J Co Inc
N/A—1,894-1,894-100%$113.9K———
Tiaa Wealth Investment Management LLC
N/A—1,803-1,803-100%$108.9K———
LRI Investments, LLC
N/A—1,662-1,662-100%$99.9K———
Atlas Capital Advisors Inc.
N/A—1,446-1,446-100%$86.9K———
Abound Financial, LLC
N/A—1,390-1,390-100%$83.6K———
Dunhill Financial, LLC
N/A—1,385-1,385-100%$83.3K———
Avalon Trust Co
N/A—1,333-1,333-100%$80.1K———
Broadwater Capital Management LLC
N/A—1,288-1,288-100%$77.4K———
Pingora Partners LLC
N/A—1,236-1,236-100%$74.3K———
Millstone Evans Group, LLC
N/A—1,192-1,192-100%$71.7K———
EFG International AG
N/A—1,186-1,186-100%$71.3K———
JPL Wealth Management, LLC
N/A—1,015-1,015-100%$61.1K———
Prestige Wealth Management Group LLC
N/A—918-918-100%$55.2K———
Manning & Napier Advisors LLC
N/A—816-816-100%$49.9K———
SHP Wealth Management
N/A—792-792-100%$47.6K———
LGT Financial Advisors LLC
N/A—718-718-100%$43.2K———
Heritage Wealth Advisors
N/A—666-666-100%$40.0K———
Palladiem, LLC
N/A—627-627-100%$37.7K———
Aventura Private Wealth, LLC
N/A—612-612-100%$36.8K———
TD Capital Management LLC
N/A—602-602-100%$36.2K———
Bogart Wealth, LLC
N/A—597-597-100%$35.9K———
Truvestments Capital LLC
N/A—549-549-100%$33.0K———
Financial Avengers, Inc.
N/A—544-544-100%$32.7K———
Johnson Financial Group, Inc.
N/A—491-491-100%$29.5K———
Brentview Investment Management LLC
N/A—491-491-100%$29.5K———
Investment Counsel Co of Nevada
N/A—476-476-100%$28.6K———
Frazier Financial Advisors, LLC
N/A—475-475-100%$28.6K———
Roble, Belko & Company, Inc
N/A—470-470-100%$28.0K———
Financial Life Planners
N/A—450-450-100%$27.1K———
Financial Gravity Companies, Inc.
N/A—447-447-100%$26.9K———
VSM Wealth Advisory, LLC
N/A—444-444-100%$26.7K———
Kilter Group LLC
N/A—428-428-100%$25.7K———
Allied Private Wealth LLC
N/A—387-387-100%$23.9K———
Wellington-Altus USA Inc.
N/A—384-384-100%$21.9K———
Keating Financial Advisory Services, Inc.
N/A—380-380-100%$22.8K———
Webster Bank, N. A.
N/A—372-372-100%$22.4K———
Core Alternative Capital
N/A—355-355-100%$21.3K———
Chelsea Counsel Co
N/A—354-354-100%$21.3K———
Boreal Capital Management LLC
N/A—351-351-100%$21.1K———
Baillie Gifford & Co
N/A—350-350-100%$21.0K———
GW&K Investment Management, LLC
N/A—315-315-100%$19.0K———
Measured Wealth Private Client Group, LLC
N/A—307-307-100%$18.5K———
Fiduciary Financial Advisors
N/A—298-298-100%$17.8K———
Richard W. Paul & Associates, LLC
N/A—287-287-100%$17.3K———
Seneschal Advisors, LLC
N/A—280-280-100%$16.8K———
Vision Retirement, LLC
N/A—268-268-100%$16.1K———
HHM Wealth Advisors, LLC
N/A—258-258-100%$15.5K———
Loomis Sayles & Co L P
N/A—241-241-100%$14.5K———
Colonial Trust Advisors
N/A—222-222-100%$13.3K———
Hamrick Investment Counsel, llc
N/A—203-203-100%$12.2K———
SOA Wealth Advisors, Llc.
N/A—201-201-100%$12.1K———
Cornerstone Financial Management LLC
N/A—198-198-100%$11.9K———
Strive Financial Group,LLC
N/A—181-181-100%$10.9K———
Monetary Management Group Inc
N/A—177-177-100%$10.6K———
Security National Bank of SO DAK
N/A—142-142-100%$8.5K———
IMA Advisory Services, Inc.
N/A—130-130-100%$7.8K———
Tripletail Wealth Management, LLC
N/A—117-117-100%$7.3K———
Raffa Wealth Management, LLC
N/A—115-115-100%$6.9K———
S&T Bank
N/A—115-115-100%$6.9K———
Hollencrest Capital Management
N/A—113-113-100%$6.8K———
Nova Wealth Management, Inc.
N/A—100-100-100%$6.0K———
Rialto Wealth Management, LLC
N/A—88-88-100%$5.3K———
BOK Financial Private Wealth, Inc.
N/A—81-81-100%$4.9K———
Medallion Wealth Advisors, LLC
N/A—77-77-100%$4.6K———
Nalls Sherbakoff Group, LLC
N/A—71-71-100%$4.3K———
Jackson, Grant Investment Advisers, Inc.
N/A—52-52-100%$3.1K———
Providence Capital Advisors, LLC
N/A—51-51-100%$3.1K———
Highland Investment Advisors LLC
N/A—43-43-100%$2.6K———
MidFirst Bank
N/A—37-37-100%$2.2K———
Darwin Wealth Management, LLC
N/A—30-30-100%$1.8K———
Mpwm Advisory Solutions, LLC
N/A—29-29-100%$1.7K———
Centennial Bank
N/A—27-27-100%$1.6K———
Private Wealth Asset Management, LLC
N/A—24-24-100%$1.4K———
Dogwood Wealth Management LLC
N/A—24-24-100%$1.4K———
Quent Capital, LLC
N/A—23-23-100%$1.4K———
Synergy Investment Management, LLC
N/A—20-20-100%$1.3K———
Silicon Valley Capital Partners
N/A—19-19-100%$1.2K———
Marshall Investment Management, LLC
N/A—18-18-100%$1.1K———
WealthCollab, LLC
N/A—16-16-100%$962———
PIN OAK Investment Advisors Inc
N/A—15-15-100%$1———
Investors Portfolio Services LLC
N/A—14-14-100%$842———
Godfrey Financial Associates, Inc.
N/A—5-5-100%$301———
Cordant, Inc.
N/A—4-4-100%$218———
Walleye Capital LLC
N/A—4-4-100%$240———
Nomura Asset Management Co LTD
N/A—00—$0———
Showing 1247 of 1247 institutions