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Union Pacific Corp (UNP)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Geode Capital Management, LLC
INCREASED
Shares16,777,136 from 16,122,702
Change+654,434 (+4%)
Value$4.6B (+$180.0M)
Filed 2026-11-06
Fisher Asset Management, LLC
DECREASED
Shares6,564,945 from 6,578,759
Change-13,814 (0%)
Value$1.8B (-$2.9M)
Filed 2026-11-06
Deutsche Bank Ag\
DECREASED
Shares3,830,756 from 3,921,166
Change-90,410 (-2%)
Value$1.0B (-$24.1M)
Filed 2026-11-06
Bank of New York Mellon Corp
DECREASED
Shares3,778,958 from 3,815,288
Change-36,330 (-1%)
Value$1.0B (-$9.4M)
Filed 2026-11-05
Dimensional Fund Advisors LP
DECREASED
Shares3,679,626 from 3,738,413
Change-58,787 (-2%)
Value$1.0B (-$15.5M)
Filed 2026-11-04
Amundi
DECREASED
Shares2,303,760 from 3,019,845
Change-716,085 (-24%)
Value$626.9M (-$194.5M)
Filed 2026-11-06
Citigroup Inc
INCREASED
Shares1,618,276 from 1,023,429
Change+594,847 (+58%)
Value$440.4M (+$162.0M)
Filed 2026-11-04
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares1,537,639 from 1,453,536
Change+84,103 (+6%)
Value$418.4M (+$23.1M)
Filed 2026-11-05
LPL Financial LLC
INCREASED
Shares1,501,215 from 1,468,840
Change+32,375 (+2%)
Value$408.5M (+$9.0M)
Filed 2026-11-06
Barclays PLC
DECREASED
Shares1,381,462 from 1,449,658
Change-68,196 (-5%)
Value$375.9M (-$18.4M)
Filed 2026-11-06
Bank of Montreal
INCREASED
Shares1,319,372 from 1,048,022
Change+271,350 (+26%)
Value$359.0M (+$74.0M)
Filed 2026-11-09
Truist Financial Corp
INCREASED
Shares1,274,299 from 1,241,570
Change+32,729 (+3%)
Value$346.8M (+$9.1M)
Filed 2026-10-30
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares1,273,786 from 1,309,851
Change-36,065 (-3%)
Value$346.6M (-$9.6M)
Filed 2026-10-29
MacKenzie Financial Corp
DECREASED
Shares1,195,850 from 1,228,953
Change-33,103 (-3%)
Value$325.4M (-$8.8M)
Filed 2026-11-02
PNC Financial Services Group, Inc.
INCREASED
Shares1,194,808 from 1,187,862
Change+6,946 (+1%)
Value$325.1M (+$2.0M)
Filed 2026-11-06
Principal Financial Group Inc
INCREASED
Shares1,135,356 from 743,819
Change+391,537 (+53%)
Value$309.0M (+$106.6M)
Filed 2026-11-02
Beutel, Goodman & Co Ltd.
DECREASED
Shares1,012,848 from 1,052,679
Change-39,831 (-4%)
Value$275.6K (-$286.1M)
Filed 2026-11-04
DekaBank Deutsche Girozentrale
INCREASED
Shares889,011 from 590,385
Change+298,626 (+51%)
Value$243.9K (+$101.2K)
Filed 2026-10-27
King Luther Capital Management Corp
DECREASED
Shares787,939 from 799,883
Change-11,944 (-1%)
Value$214.4M (-$3.1M)
Filed 2026-11-05
Fifth Third Bancorp
DECREASED
Shares784,430 from 794,081
Change-9,651 (-1%)
Value$213.5M (-$2.5M)
Filed 2026-11-05
Eurizon Capital SGR S.p.A.
INCREASED
Shares759,543 from 685,660
Change+73,883 (+11%)
Value$207.2M (+$20.5M)
Filed 2026-11-06
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED
Shares758,305 from 842,636
Change-84,331 (-10%)
Value$206.4M (-$22.8M)
Filed 2026-11-03
US Bancorp \de\
DECREASED
Shares728,088 from 733,892
Change-5,804 (-1%)
Value$198.1M (-$1.5M)
Filed 2026-11-05
Davenport & Co LLC
DECREASED
Shares725,198 from 738,361
Change-13,163 (-2%)
Value$197.7M (-$3.2M)
Filed 2026-10-14
Perpetual Ltd
INCREASED
Shares669,328 from 630,634
Change+38,694 (+6%)
Value$182.1M (+$10.6M)
Filed 2026-10-13
Assenagon Asset Management S.A.
INCREASED
Shares655,357 from 228,061
Change+427,296 (+187%)
Value$178.3M (+$116.3M)
Filed 2026-10-15
Russell Investments Group, Ltd.
INCREASED
Shares593,219 from 485,632
Change+107,587 (+22%)
Value$161.5M (+$29.4M)
Filed 2026-11-06
Danske Bank A/S
INCREASED
Shares569,804 from 475,278
Change+94,526 (+20%)
Value$155.1M (+$25.8M)
Filed 2026-11-09
Nordea Investment Management AB
INCREASED
Shares569,470 from 526,274
Change+43,196 (+8%)
Value$156.4M (+$13.9M)
Filed 2026-11-09
Bessemer Group Inc
DECREASED
Shares556,541 from 644,320
Change-87,779 (-14%)
Value$151.5K (-$175.1M)
Filed 2026-11-09
Pictet Asset Management Holding SA
DECREASED
Shares540,956 from 654,306
Change-113,350 (-17%)
Value$147.2M (-$30.8M)
Filed 2026-11-03
Vontobel Holding Ltd.
DECREASED
Shares537,352 from 661,251
Change-123,899 (-19%)
Value$146.2M (-$33.6M)
Filed 2026-10-16
Parnassus Investments, LLC
DECREASED
Shares447,739 from 449,875
Change-2,136 (0%)
Value$121.8M (-$522.8K)
Filed 2026-10-22
PFA Pension, Forsikringsaktieselskab
INCREASED
Shares438,261 from 347,033
Change+91,228 (+26%)
Value$119.3M (+$24.9M)
Filed 2026-11-06
UniSuper Management Pty Ltd
INCREASED
Shares433,343 from 398,099
Change+35,244 (+9%)
Value$117.9M (+$9.6M)
Filed 2026-10-26
Creative Planning
INCREASED
Shares427,421 from 423,620
Change+3,801 (+1%)
Value$116.3M (+$1.1M)
Filed 2026-11-02
New York State Teachers Retirement System
DECREASED
Shares418,315 from 434,309
Change-15,994 (-4%)
Value$113.8K (-$118.0M)
Filed 2026-10-22
Calamos Advisors LLC
INCREASED
Shares362,831 from 254,930
Change+107,901 (+42%)
Value$98.7M (+$29.4M)
Filed 2026-11-02
Maj Invest Holding A/S
DECREASED
Shares342,987 from 349,171
Change-6,184 (-2%)
Value$93.3K (-$1.6K)
Filed 2026-10-27
Retirement Systems of Alabama
INCREASED
Shares339,343 from 315,938
Change+23,405 (+7%)
Value$92.3M (+$6.4M)
Filed 2026-11-04
Bowen Hanes & Co Inc
INCREASED
Shares332,515 from 313,033
Change+19,482 (+6%)
Value$90.5M (+$14.5M)
Filed 2026-11-09
Mirabaud Asset Management Ltd
INCREASED
Shares327,000 from 627
Change+326,373 (+52053%)
Value$89.6K (-$81.3K)
Filed 2026-11-09
Allspring Global Investments Holdings, LLC
DECREASED
Shares317,766 from 388,875
Change-71,109 (-18%)
Value$86.6M (-$21.4M)
Filed 2026-11-04
Aberdeen Group plc
DECREASED
Shares315,138 from 1,192,011
Change-876,873 (-74%)
Value$29.5M (-$294.8M)
Filed 2026-11-06
Duff & Phelps Investment Management Co
INCREASED
Shares308,923 from 286,926
Change+21,997 (+8%)
Value$84.1M (+$6.0M)
Filed 2026-11-06
Asset Management One Co., Ltd.
INCREASED
Shares296,450 from 273,236
Change+23,214 (+9%)
Value$80.7M (+$6.4M)
Filed 2026-10-27
iA Global Asset Management Inc.
INCREASED
Shares290,507 from 286,114
Change+4,393 (+2%)
Value$79.1K (-$77.7M)
Filed 2026-10-29
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares287,712 from 185,600
Change+102,112 (+55%)
Value$60.6M (+$27.0M)
Filed 2026-10-13
SEB Asset Management AB
INCREASED
Shares286,800 from 252,884
Change+33,916 (+13%)
Value$78.0M (+$9.3M)
Filed 2026-11-04
Boston Trust Walden Corp
DECREASED
Shares279,870 from 298,657
Change-18,787 (-6%)
Value$76.2M (-$5.1M)
Filed 2026-10-30
Midwest Trust Co
DECREASED
Shares273,323 from 285,214
Change-11,891 (-4%)
Value$74.4M (-$3.2M)
Filed 2026-10-22
Keybank National Association
DECREASED
Shares270,874 from 274,434
Change-3,560 (-1%)
Value$73.7M (-$933.1K)
Filed 2026-11-04
BCV Asset Management Inc.
DECREASED
Shares268,339 from 276,791
Change-8,452 (-3%)
Value$73.3M (-$2.3M)
Filed 2026-11-06
Handelsbanken Fonder AB
INCREASED
Shares267,295 from 264,491
Change+2,804 (+1%)
Value$72.7K (+$797)
Filed 2026-11-09
BI Asset Management Fondsmaeglerselskab A/S
INCREASED
Shares252,822 from 150,157
Change+102,665 (+68%)
Value$68.8K (-$40.8M)
Filed 2026-10-22
Loring Wolcott & Coolidge Fiduciary Advisors LLP
INCREASED
Shares248,382 from 243,107
Change+5,275 (+2%)
Value$67.6M (+$1.5M)
Filed 2026-10-23
Fort Washington Investment Advisors Inc
INCREASED
Shares240,417 from 236,498
Change+3,919 (+2%)
Value$65.4M (+$1.1M)
Filed 2026-10-15
Swiss Life Asset Management Ltd
DECREASED
Shares239,202 from 280,893
Change-41,691 (-15%)
Value$65.1M (-$11.3M)
Filed 2026-11-03
CIBC Asset Management Inc
INCREASED
Shares226,647 from 224,268
Change+2,379 (+1%)
Value$61.7M (+$712.5K)
Filed 2026-11-05
Bahl & Gaynor LLC
INCREASED
Shares219,129 from 214,816
Change+4,313 (+2%)
Value$59.6M (+$1.2M)
Filed 2026-11-05
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED
Shares216,539 from 247,176
Change-30,637 (-12%)
Value$58.9M (-$8.3M)
Filed 2026-10-15
Eastern Bank
INCREASED
Shares214,567 from 209,187
Change+5,380 (+3%)
Value$58.4M (+$1.5M)
Filed 2026-10-05
JTC Employer Solutions Trustee Ltd
UNCHANGED
Shares207,900 from 207,900
Change0 (0%)
Value$56.6K (-$56.4M)
Filed 2026-11-09
Nisa Investment Advisors, LLC
DECREASED
Shares207,477 from 207,753
Change-276 (0%)
Value$56.5M (-$48.1K)
Filed 2026-10-20
Factory Mutual Insurance Co
DECREASED
Shares206,150 from 207,200
Change-1,050 (-1%)
Value$56.1M (-$258.8K)
Filed 2026-10-30
Skylands Capital, LLC
DECREASED
Shares203,220 from 204,970
Change-1,750 (-1%)
Value$55.3M (-$449.6K)
Filed 2026-10-21
KBC Group NV
INCREASED
Shares199,769 from 108,489
Change+91,280 (+84%)
Value$54.4K (-$29.5M)
Filed 2026-10-22
Cambiar Investors LLC
DECREASED
Shares192,769 from 228,758
Change-35,989 (-16%)
Value$52.5M (-$9.8M)
Filed 2026-11-04
State of New Jersey Common Pension Fund D
DECREASED
Shares192,277 from 192,382
Change-105 (0%)
Value$52.3M (-$3.6K)
Filed 2026-11-05
Border to Coast Pensions Partnership Ltd
DECREASED
Shares190,615 from 202,083
Change-11,468 (-6%)
Value$51.8K (-$54.9M)
Filed 2026-10-09
Mcdonald Capital Investors Inc
DECREASED
Shares185,244 from 209,822
Change-24,578 (-12%)
Value$50.4M (-$6.7M)
Filed 2026-10-27
Lansforsakringar Fondforvaltning AB (publ)
INCREASED
Shares182,323 from 178,936
Change+3,387 (+2%)
Value$49.6M (+$945.0K)
Filed 2026-11-09
IFM Investors Pty Ltd
INCREASED
Shares180,683 from 171,598
Change+9,085 (+5%)
Value$49.2M (+$2.5M)
Filed 2026-10-14
Mn Services Vermogensbeheer B.V.
INCREASED
Shares176,101 from 173,001
Change+3,100 (+2%)
Value$47.9K (-$47.0M)
Filed 2026-10-08
Deprince Race & Zollo Inc
DECREASED
Shares170,961 from 176,856
Change-5,895 (-3%)
Value$46.5M (-$1.6M)
Filed 2026-10-13
Strs Ohio
DECREASED
Shares170,882 from 181,880
Change-10,998 (-6%)
Value$46.5M (-$3.0M)
Filed 2026-10-30
Czech National Bank
INCREASED
Shares170,692 from 168,993
Change+1,699 (+1%)
Value$46.5M (+$484.3K)
Filed 2026-10-13
Northeast Investment Management
DECREASED
Shares170,460 from 171,211
Change-751 (0%)
Value$46.4M (-$182.1K)
Filed 2026-10-30
Rockland Trust Co
DECREASED
Shares167,968 from 168,916
Change-948 (-1%)
Value$45.7M (-$236.0K)
Filed 2026-10-05
Arizona State Retirement System
INCREASED
Shares167,422 from 164,735
Change+2,687 (+2%)
Value$45.6M (+$752.6K)
Filed 2026-11-03
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares167,168 from 149,733
Change+17,435 (+12%)
Value$45.5M (+$4.8M)
Filed 2026-11-03
Markel Group Inc.
INCREASED
Shares166,028 from 161,028
Change+5,000 (+3%)
Value$45.2M (+$1.4M)
Filed 2026-10-30
Henshaw Capital LLC
DECREASED
Shares165,672 from 165,673
Change-1 (0%)
Value$45.1M (+$21.3K)
Filed 2026-11-03
Commonwealth Equity Services, LLC
DECREASED
Shares160,004 from 166,272
Change-6,268 (-4%)
Value$43.5M (-$1.7M)
Filed 2026-11-02
Ferguson Wellman Capital Management, Inc
INCREASED
Shares155,367 from 43,171
Change+112,196 (+260%)
Value$42.3M (+$30.5M)
Filed 2026-10-05
Nykredit A/S
INCREASED
Shares152,073 from 141,111
Change+10,962 (+8%)
Value$41.4M (+$3.0M)
Filed 2026-11-06
D.A. Davidson & Co.
DECREASED
Shares151,999 from 154,631
Change-2,632 (-2%)
Value$41.4M (-$696.3K)
Filed 2026-10-28
State of Michigan Retirement System
DECREASED
Shares149,245 from 152,045
Change-2,800 (-2%)
Value$40.6M (-$742.2K)
Filed 2026-10-27
B. Metzler seel. Sohn & Co. AG
INCREASED
Shares148,558 from 136,622
Change+11,936 (+9%)
Value$40.4M (+$3.3M)
Filed 2026-10-30
Raiffeisen Bank International AG
DECREASED
Shares144,513 from 147,312
Change-2,799 (-2%)
Value$39.6M (-$553.7K)
Filed 2026-10-28
Swedbank AB
DECREASED
Shares142,150 from 145,757
Change-3,607 (-2%)
Value$38.7M (-$962.6K)
Filed 2026-10-27
Quilter Plc
DECREASED
Shares138,504 from 144,382
Change-5,878 (-4%)
Value$37.7M (-$1.6M)
Filed 2026-10-21
Conning Inc.
DECREASED
Shares136,428 from 141,953
Change-5,525 (-4%)
Value$37.1M (-$1.5M)
Filed 2026-10-27
Glenview Trust Co
INCREASED
Shares135,681 from 134,738
Change+943 (+1%)
Value$36.9M (+$274.1K)
Filed 2026-10-28
Mill Capital Management, LLC
DECREASED
Shares135,439 from 135,557
Change-118 (0%)
Value$36.9M (-$14.5K)
Filed 2026-10-26
Mesirow Financial Investment Management, Inc.
INCREASED
Shares134,568 from 134,567
Change+1 (0%)
Value$36.6M (+$17.4K)
Filed 2026-11-05
Norris Perne & French LLP
DECREASED
Shares132,209 from 133,795
Change-1,586 (-1%)
Value$36.0M (-$414.1K)
Filed 2026-10-23
Daiwa Securities Group Inc.
INCREASED
Shares127,362 from 115,550
Change+11,812 (+10%)
Value$34.7M (+$3.2M)
Filed 2026-10-29
Heritage Wealth Advisors
DECREASED
Shares127,036 from 129,834
Change-2,798 (-2%)
Value$34.6M (-$744.2K)
Filed 2026-11-09
Smith Chas P & Associates PA Cpas
INCREASED
Shares126,076 from 123,606
Change+2,470 (+2%)
Value$36.4M (+$2.8M)
Filed 2026-10-22
Cohen Klingenstein LLC
UNCHANGED
Shares123,943 from 123,943
Change0 (0%)
Value$33.7M (+$16.1K)
Filed 2026-10-15
TD Waterhouse Canada Inc.
DECREASED
Shares123,524 from 138,223
Change-14,699 (-11%)
Value$33.7M (-$4.7M)
Filed 2026-10-16
Union Bancaire Privee, UBP SA
INCREASED
Shares120,595 from 116,328
Change+4,267 (+4%)
Value$40.5M (+$2.9M)
Filed 2026-11-04
Xponance LLC
INCREASED
Shares116,846 from 110,350
Change+6,496 (+6%)
Value$31.8M (+$1.8M)
Filed 2026-11-03
UMB Bank, n.a.
DECREASED
Shares115,335 from 117,066
Change-1,731 (-1%)
Value$31.4M (-$455.8K)
Filed 2026-11-06
Cullen T Bankers, Inc.
DECREASED
Shares114,225 from 114,769
Change-544 (0%)
Value$31.1M (-$133.1K)
Filed 2026-10-28
Neos Investment Management LLC
INCREASED
Shares110,527 from 96,671
Change+13,856 (+14%)
Value$30.1M (+$3.8M)
Filed 2026-11-04
Regions Financial Corp
DECREASED
Shares108,061 from 111,221
Change-3,160 (-3%)
Value$29.4M (-$845.5K)
Filed 2026-11-05
Rakuten Investment Management, Inc.
INCREASED
Shares106,606 from 97,106
Change+9,500 (+10%)
Value$29.2M (+$2.7M)
Filed 2026-10-30
Central Trust Co
INCREASED
Shares105,906 from 104,432
Change+1,474 (+1%)
Value$28.8M (+$414.7K)
Filed 2026-11-05
Sather Financial Group Inc
DECREASED
Shares105,751 from 106,276
Change-525 (0%)
Value$28.8M (-$129.0K)
Filed 2026-10-30
Kestra Advisory Services, LLC
INCREASED
Shares104,421 from 90,710
Change+13,711 (+15%)
Value$28.4M (+$3.7M)
Filed 2026-11-02
Amalgamated Bank
DECREASED
Shares103,105 from 105,771
Change-2,666 (-3%)
Value$28.1K (-$28.7M)
Filed 2026-10-23
Trillium Asset Management, LLC
DECREASED
Shares102,669 from 126,236
Change-23,567 (-19%)
Value$27.9M (-$6.4M)
Filed 2026-11-09
Kimelman & Baird, LLC
UNCHANGED
Shares102,304 from 102,304
Change0 (0%)
Value$27.8M (+$13.3K)
Filed 2026-11-03
Badgley Phelps Wealth Managers, LLC
INCREASED
Shares102,166 from 101,873
Change+293 (+0%)
Value$27.8M (+$93.0K)
Filed 2026-10-22
Hillman Co
UNCHANGED
Shares101,738 from 101,738
Change0 (0%)
Value$27.7M (+$13.2K)
Filed 2026-10-28
ProShare Advisors LLC
INCREASED
Shares100,450 from 99,004
Change+1,446 (+1%)
Value$27.3M (+$406.4K)
Filed 2026-10-29
Everett Harris & Co
INCREASED
Shares100,000 from 98,305
Change+1,695 (+2%)
Value$27.2M (+$474.0K)
Filed 2026-10-28
Schaper Benz & Wise Investment Counsel Inc
DECREASED
Shares99,936 from 100,948
Change-1,012 (-1%)
Value$27.2M (-$262.2K)
Filed 2026-10-09
PensionDanmark Pensionsforsikringsaktieselskab
INCREASED
Shares97,501 from 93,630
Change+3,871 (+4%)
Value$26.5M (+$1.1M)
Filed 2026-10-19
Levin Capital Strategies, L.P.
DECREASED
Shares97,107 from 102,765
Change-5,658 (-6%)
Value$26.4M (-$1.5M)
Filed 2026-11-02
Associated Banc-Corp
INCREASED
Shares96,288 from 94,457
Change+1,831 (+2%)
Value$26.2M (+$510.5K)
Filed 2026-10-30
Banque Pictet & CIE SA
INCREASED
Shares94,995 from 82,893
Change+12,102 (+15%)
Value$25.9M (+$3.3M)
Filed 2026-10-16
Squarepoint Ops LLC
INCREASED
Shares94,924 from 92,236
Change+2,688 (+3%)
Value$25.8M (+$743.5K)
Filed 2026-11-09
Savant Capital, LLC
INCREASED
Shares92,384 from 91,673
Change+711 (+1%)
Value$25.1M (+$413.1K)
Filed 2026-11-06
Baxter Bros Inc
DECREASED
Shares91,477 from 92,873
Change-1,396 (-1%)
Value$24.9M (-$367.8K)
Filed 2026-11-04
OP Asset Management Ltd
INCREASED
Shares90,262 from 66,786
Change+23,476 (+35%)
Value$24.6M (+$6.4M)
Filed 2026-11-05
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares89,692 from 88,002
Change+1,690 (+2%)
Value$24.4M (+$471.3K)
Filed 2026-10-20
Arbejdsmarkedets Tillaegspension
DECREASED
Shares88,500 from 104,000
Change-15,500 (-15%)
Value$24.1M (-$4.2M)
Filed 2026-10-30
Police & Firemen's Retirement System of New Jersey
DECREASED
Shares87,410 from 88,773
Change-1,363 (-2%)
Value$23.8M (-$359.4K)
Filed 2026-11-09
Carnegie Investment Counsel
DECREASED
Shares86,908 from 87,248
Change-340 (0%)
Value$23.7M (-$81.1K)
Filed 2026-10-20
ASR Vermogensbeheer N.V.
INCREASED
Shares84,170 from 83,672
Change+498 (+1%)
Value$22.9M (+$148.0K)
Filed 2026-10-16
Bokf, NA
DECREASED
Shares83,501 from 85,411
Change-1,910 (-2%)
Value$22.7M (-$508.7K)
Filed 2026-10-27
New York Life Investment Management LLC
DECREASED
Shares82,569 from 82,660
Change-91 (0%)
Value$22.5M (-$14.0K)
Filed 2026-11-04
Farmers & Merchants Investments Inc
DECREASED
Shares82,211 from 82,218
Change-7 (0%)
Value$22.4M (+$8.8K)
Filed 2026-10-22
Abacus Planning Group, Inc.
DECREASED
Shares81,757 from 81,881
Change-124 (0%)
Value$22.2M (-$23.1K)
Filed 2026-11-02
Baldwin Wealth Partners LLC
DECREASED
Shares80,639 from 80,842
Change-203 (0%)
Value$21.9M (-$44.7K)
Filed 2026-10-13
PBU - The Pension Fund of Early Childhood & Youth Educators
INCREASED
Shares78,052 from 71,261
Change+6,791 (+10%)
Value$21.2M (+$1.9M)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares77,649 from 79,482
Change-1,833 (-2%)
Value$21.1K (-$21.6M)
Filed 2026-11-02
Thrivent Financial for Lutherans
DECREASED
Shares76,820 from 76,888
Change-68 (0%)
Value$20.9K (-$20.9M)
Filed 2026-11-05
Wallington Asset Management, LLC
DECREASED
Shares76,219 from 76,364
Change-145 (0%)
Value$20.7M (-$29.5K)
Filed 2026-11-04
Smith Salley Wealth Management
INCREASED
Shares75,399 from 73,828
Change+1,571 (+2%)
Value$20.5M (+$437.2K)
Filed 2026-11-03
Archon Partners LLC
UNCHANGED
Shares75,000 from 75,000
Change0 (0%)
Value$20.4M (+$9.8K)
Filed 2026-10-26
Trust Co of Vermont
DECREASED
Shares74,967 from 75,008
Change-41 (0%)
Value$20.4M (-$1.4K)
Filed 2026-10-21
First Citizens Bank & Trust Co
DECREASED
Shares74,966 from 77,932
Change-2,966 (-4%)
Value$20.4M (-$797.0K)
Filed 2026-10-14
Oregon Public Employees Retirement Fund
INCREASED
Shares73,092 from 73,020
Change+72 (+0%)
Value$19.9M (+$29.1K)
Filed 2026-10-30
Wealthfront Advisers LLC
INCREASED
Shares72,550 from 70,207
Change+2,343 (+3%)
Value$19.7M (+$646.7K)
Filed 2026-11-09
Aware Super Pty Ltd as trustee of Aware Super
INCREASED
Shares72,346 from 6,217
Change+66,129 (+1064%)
Value$19.7M (+$18.0M)
Filed 2026-10-30
Prospera Financial Services Inc
INCREASED
Shares72,244 from 61,243
Change+11,001 (+18%)
Value$22.0M (+$5.3M)
Filed 2026-11-04
ABN Amro Investment Solutions
INCREASED
Shares70,980 from 55,834
Change+15,146 (+27%)
Value$19.3M (+$4.1M)
Filed 2026-10-21
Clifford Swan Investment Counsel LLC
INCREASED
Shares70,443 from 70,323
Change+120 (+0%)
Value$19.2M (+$41.9K)
Filed 2026-11-05
Premier Fund Managers Ltd
DECREASED
Shares69,911 from 71,127
Change-1,216 (-2%)
Value$19.2K (-$19.4M)
Filed 2026-11-02
NorthCrest Asset Manangement, LLC
INCREASED
Shares69,834 from 69,017
Change+817 (+1%)
Value$19.4M (-$244.9K)
Filed 2026-10-13
Armstrong Henry H Associates Inc
INCREASED
Shares69,594 from 68,701
Change+893 (+1%)
Value$18.9M (+$251.9K)
Filed 2026-10-07
Allworth Financial LP
INCREASED
Shares69,527 from 51,370
Change+18,157 (+35%)
Value$18.9M (+$4.9M)
Filed 2026-11-06
Yousif Capital Management, LLC
INCREASED
Shares66,747 from 66,654
Change+93 (+0%)
Value$18.2M (+$34.0K)
Filed 2026-10-22
CX Institutional
INCREASED
Shares65,291 from 61,801
Change+3,490 (+6%)
Value$17.8K (+$958)
Filed 2026-10-02
Applied Finance Capital Management, LLC
DECREASED
Shares65,167 from 69,269
Change-4,102 (-6%)
Value$17.7M (-$1.1M)
Filed 2026-11-03
Cynosure Group, LLC
INCREASED
Shares64,886 from 64,087
Change+799 (+1%)
Value$17.7M (+$226.0K)
Filed 2026-11-03
Mutual of America Capital Management LLC
DECREASED
Shares64,165 from 64,585
Change-420 (-1%)
Value$17.5M (-$105.9K)
Filed 2026-10-23
Sapient Capital LLC
DECREASED
Shares64,110 from 65,044
Change-934 (-1%)
Value$17.4M (-$245.7K)
Filed 2026-10-08
Moody Lynn Lieberson & Walker, LLC
INCREASED
Shares63,252 from 60,192
Change+3,060 (+5%)
Value$17.2M (+$840.5K)
Filed 2026-10-14
Bourgeon Capital Management LLC
INCREASED
Shares62,757 from 60,935
Change+1,822 (+3%)
Value$17.1M (+$503.7K)
Filed 2026-10-19
Segment Wealth Management, LLC
DECREASED
Shares62,655 from 62,804
Change-149 (0%)
Value$17.1M (-$32.4K)
Filed 2026-10-26
Galvin, Gaustad & Stein, LLC
DECREASED
Shares62,493 from 65,735
Change-3,242 (-5%)
Value$17.0M (-$873.5K)
Filed 2026-10-08
Marco Investment Management LLC
DECREASED
Shares61,256 from 61,456
Change-200 (0%)
Value$16.7M (-$46.4K)
Filed 2026-11-09
Jacobs & Co
DECREASED
Shares61,082 from 62,280
Change-1,198 (-2%)
Value$16.6K (-$318)
Filed 2026-10-09
Freestone Capital Holdings, LLC
DECREASED
Shares60,691 from 61,114
Change-423 (-1%)
Value$16.5M (-$107.2K)
Filed 2026-11-09
Generali Asset Management SPA SGR
INCREASED
Shares60,579 from 58,607
Change+1,972 (+3%)
Value$16.5M (+$544.3K)
Filed 2026-10-26
HB Wealth Management, LLC
DECREASED
Shares60,054 from 60,170
Change-116 (0%)
Value$16.3M (-$24.0K)
Filed 2026-10-23
Cornerstone Advisors, LLC
UNCHANGED
Shares59,530 from 59,530
Change0 (0%)
Value$16.2M (+$7.7K)
Filed 2026-11-06
First Nebraska Trust Co
DECREASED
Shares58,978 from 59,415
Change-437 (-1%)
Value$16.0M (-$111.3K)
Filed 2026-10-30
Assetmark, Inc
INCREASED
Shares58,588 from 57,676
Change+912 (+2%)
Value$15.9M (+$255.8K)
Filed 2026-10-21
Anchor Capital Advisors LLC
DECREASED
Shares58,272 from 59,443
Change-1,171 (-2%)
Value$15.9M (-$310.8K)
Filed 2026-11-05
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares56,521 from 56,545
Change-24 (0%)
Value$15.4M (+$820)
Filed 2026-10-05
SouthState Bank Corp
DECREASED
Shares56,432 from 57,094
Change-662 (-1%)
Value$15.4M (-$172.7K)
Filed 2026-11-09
State of Alaska, Department of Revenue
DECREASED
Shares56,276 from 58,173
Change-1,897 (-3%)
Value$15.3K (-$15.8M)
Filed 2026-10-15
Hosking Partners LLP
DECREASED
Shares56,250 from 60,370
Change-4,120 (-7%)
Value$15.3M (-$1.1M)
Filed 2026-10-21
North Star Investment Management Corp.
INCREASED
Shares56,163 from 56,056
Change+107 (+0%)
Value$15.3M (+$36.6K)
Filed 2026-10-27
Forbes J M & Co LLP
INCREASED
Shares56,113 from 55,826
Change+287 (+1%)
Value$15.3M (+$85.4K)
Filed 2026-10-16
Horrell Capital Management, Inc.
DECREASED
Shares55,601 from 58,095
Change-2,494 (-4%)
Value$15.1M (-$671.1K)
Filed 2026-10-08
MGO One Seven LLC
DECREASED
Shares55,052 from 58,380
Change-3,328 (-6%)
Value$15.0M (-$898.1K)
Filed 2026-10-28
Private Capital Advisors, Inc.
DECREASED
Shares54,103 from 54,350
Change-247 (0%)
Value$14.7M (-$60.2K)
Filed 2026-10-06
Exchange Traded Concepts, LLC
INCREASED
Shares53,807 from 44,850
Change+8,957 (+20%)
Value$14.6M (+$2.4M)
Filed 2026-10-28
Bright Rock Capital Management, LLC
UNCHANGED
Shares53,500 from 53,500
Change0 (0%)
Value$14.6M (+$7.0K)
Filed 2026-10-05
Chesley Taft & Associates LLC
INCREASED
Shares53,202 from 49,293
Change+3,909 (+8%)
Value$14.5M (+$1.1M)
Filed 2026-10-13
Lido Advisors, LLC
DECREASED
Shares52,660 from 54,058
Change-1,398 (-3%)
Value$14.3M (-$373.7K)
Filed 2026-11-04
Kestra Private Wealth Services, LLC
DECREASED
Shares51,772 from 52,343
Change-571 (-1%)
Value$14.1M (-$148.6K)
Filed 2026-11-06
Atria Investments, Inc
INCREASED
Shares51,144 from 50,443
Change+701 (+1%)
Value$13.9M (+$197.3K)
Filed 2026-10-15
Intech Investment Management LLC
INCREASED
Shares50,721 from 23,594
Change+27,127 (+115%)
Value$13.8M (+$7.4M)
Filed 2026-11-09
Stack Financial Management, Inc
DECREASED
Shares50,382 from 51,003
Change-621 (-1%)
Value$13.7M (-$162.4K)
Filed 2026-11-02
Choreo, LLC
INCREASED
Shares50,276 from 48,809
Change+1,467 (+3%)
Value$13.7M (+$405.4K)
Filed 2026-10-28
Merit Financial Group, LLC
INCREASED
Shares50,048 from 47,637
Change+2,411 (+5%)
Value$13.6M (+$662.2K)
Filed 2026-11-06
Canada Post Corp Registered Pension Plan
INCREASED
Shares49,554 from 46,454
Change+3,100 (+7%)
Value$13.6M (+$949.7K)
Filed 2026-11-09
Beese Fulmer Investment Management, Inc.
INCREASED
Shares49,543 from 48,621
Change+922 (+2%)
Value$13.5M (+$257.4K)
Filed 2026-10-23
Founders Capital Management, LLC
DECREASED
Shares49,364 from 49,617
Change-253 (-1%)
Value$13.4M (-$62.4K)
Filed 2026-10-23
Mizuho Securities USA LLC
INCREASED
Shares48,501 from 46,481
Change+2,020 (+4%)
Value$14.6M (+$1.9M)
Filed 2026-11-09
Oak Harvest Investment Services
INCREASED
Shares48,115 from 46,596
Change+1,519 (+3%)
Value$13.1M (+$419.4K)
Filed 2026-10-20
Achmea Investment Management B.V.
NEW
Shares48,064
Change+48,064
Value$13.1M
Filed 2026-10-30
Cyndeo Wealth Partners, LLC
INCREASED
Shares47,907 from 38,118
Change+9,789 (+26%)
Value$13.0M (+$2.7M)
Filed 2026-10-16
Ashton Thomas Private Wealth, LLC
INCREASED
Shares47,312 from 43,925
Change+3,387 (+8%)
Value$12.9M (+$927.5K)
Filed 2026-11-03
Gulf International Bank (UK) Ltd
UNCHANGED
Shares46,979 from 46,979
Change0 (0%)
Value$12.8K (-$12.8M)
Filed 2026-10-20
Hantz Financial Services, Inc.
DECREASED
Shares46,520 from 50,875
Change-4,355 (-9%)
Value$12.7K (-$13.8M)
Filed 2026-11-09
Pinnacle Associates LTD
INCREASED
Shares46,461 from 46,321
Change+140 (+0%)
Value$12.6M (+$44.1K)
Filed 2026-10-20
First Fiduciary Investment Counsel, Inc.
DECREASED
Shares46,402 from 47,036
Change-634 (-1%)
Value$12.6K (-$12.8M)
Filed 2026-10-27
First American Bank
DECREASED
Shares46,373 from 47,143
Change-770 (-2%)
Value$12.6M (-$203.4K)
Filed 2026-10-27
Motco
DECREASED
Shares46,243 from 47,024
Change-781 (-2%)
Value$12.6M (-$206.4K)
Filed 2026-11-09
Nemes Rush Group LLC
INCREASED
Shares45,792 from 45,672
Change+120 (+0%)
Value$12.5M (+$38.6K)
Filed 2026-11-04
Diversify Advisory Services, LLC
INCREASED
Shares45,081 from 42,167
Change+2,914 (+7%)
Value$13.0M (+$394.7K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares45,081 from 42,167
Change+2,914 (+7%)
Value$13.0M (+$394.7K)
Filed 2026-10-20
HFR Wealth Management, LLC
DECREASED
Shares44,977 from 46,325
Change-1,348 (-3%)
Value$12.2M (-$360.6K)
Filed 2026-11-09
Fourpath Capital Management, LLC
DECREASED
Shares44,972 from 46,150
Change-1,178 (-3%)
Value$12.2M (-$314.6K)
Filed 2026-10-19
Calamos Wealth Management LLC
DECREASED
Shares44,521 from 44,698
Change-177 (0%)
Value$12.1M (-$42.4K)
Filed 2026-11-02
Parkside Investments, LLC
DECREASED
Shares44,443 from 46,068
Change-1,625 (-4%)
Value$12.1M (-$436.2K)
Filed 2026-10-20
Ceredex Value Advisors LLC
DECREASED
Shares43,180 from 62,254
Change-19,074 (-31%)
Value$11.8M (-$5.2M)
Filed 2026-11-09
American National Bank & Trust
DECREASED
Shares42,950 from 45,528
Change-2,578 (-6%)
Value$11.7M (-$695.6K)
Filed 2026-10-07
Intact Investment Management Inc.
DECREASED
Shares42,400 from 50,300
Change-7,900 (-16%)
Value$11.5M (-$2.1M)
Filed 2026-11-03
Teamwork Financial Advisors, LLC
DECREASED
Shares42,318 from 44,059
Change-1,741 (-4%)
Value$11.5M (-$468.1K)
Filed 2026-10-19
Foyston, Gordon & Payne Inc
DECREASED
Shares42,295 from 47,043
Change-4,748 (-10%)
Value$11.5M (-$1.3M)
Filed 2026-11-02
BAR Harbor Wealth Management
DECREASED
Shares42,210 from 42,284
Change-74 (0%)
Value$11.5M (-$14.6K)
Filed 2026-10-21
Nicholas Company, Inc.
DECREASED
Shares41,871 from 45,736
Change-3,865 (-8%)
Value$11.4M (-$1.0M)
Filed 2026-11-05
Motley Fool Asset Management LLC
INCREASED
Shares41,573 from 40,578
Change+995 (+2%)
Value$11.3M (+$276.0K)
Filed 2026-10-27
Apollon Wealth Management, LLC
DECREASED
Shares41,460 from 41,524
Change-64 (0%)
Value$11.3M (-$12.1K)
Filed 2026-10-23
O'Brien Greene & Co. Inc
DECREASED
Shares40,534 from 41,065
Change-531 (-1%)
Value$11.0M (-$139.1K)
Filed 2026-11-05
Northside Capital Management, LLC
DECREASED
Shares40,295 from 40,370
Change-75 (0%)
Value$11.0M (-$15.2K)
Filed 2026-10-13
Legacy Private Trust Co.
DECREASED
Shares40,189 from 41,159
Change-970 (-2%)
Value$10.9M (-$258.6K)
Filed 2026-10-06
Lmcg Investments, LLC
INCREASED
Shares39,645 from 35,359
Change+4,286 (+12%)
Value$10.8M (+$1.2M)
Filed 2026-10-21
Y-Intercept (Hong Kong) Ltd
NEW
Shares39,083
Change+39,083
Value$10.6M
Filed 2026-10-16
Oppenheimer & Co Inc
INCREASED
Shares38,593 from 38,071
Change+522 (+1%)
Value$10.5M (+$147.0K)
Filed 2026-10-26
Norman Fields, Gottscho Capital Management, LLC
INCREASED
Shares38,226 from 38,225
Change+1 (0%)
Value$10.4M (+$5.2K)
Filed 2026-10-05
Park Avenue Securities LLC
INCREASED
Shares37,793 from 35,074
Change+2,719 (+8%)
Value$10.3K (-$9.5M)
Filed 2026-10-26
Axiom Investment Management LLC
DECREASED
Shares37,739 from 37,779
Change-40 (0%)
Value$10.3M (-$6.0K)
Filed 2026-11-03
Addenda Capital Inc.
INCREASED
Shares37,535 from 35,157
Change+2,378 (+7%)
Value$10.2M (+$651.7K)
Filed 2026-10-13
Knights of Columbus Asset Advisors LLC
INCREASED
Shares37,509 from 35,138
Change+2,371 (+7%)
Value$10.2M (+$649.8K)
Filed 2026-11-05
YHB Investment Advisors, Inc.
INCREASED
Shares37,393 from 36,951
Change+442 (+1%)
Value$10.2M (+$125.1K)
Filed 2026-10-08
Werlinich Asset Management, LLC
INCREASED
Shares37,040 from 37,035
Change+5 (+0%)
Value$10.1M (+$6.2K)
Filed 2026-10-09
First National Trust Co
DECREASED
Shares36,811 from 37,816
Change-1,005 (-3%)
Value$10.0M (-$268.6K)
Filed 2026-10-28
Concurrent Investment Advisors, LLC
INCREASED
Shares36,802 from 35,451
Change+1,351 (+4%)
Value$10.0M (+$372.4K)
Filed 2026-10-16
Lockheed Martin Investment Management Co
DECREASED
Shares36,780 from 54,970
Change-18,190 (-33%)
Value$10.0M (-$4.9M)
Filed 2026-11-04
Maryland State Retirement & Pension System
INCREASED
Shares36,550 from 31,774
Change+4,776 (+15%)
Value$9.9M (+$1.3M)
Filed 2026-11-05
Stevens Capital Partners
INCREASED
Shares36,493 from 36,270
Change+223 (+1%)
Value$9.9M (+$65.3K)
Filed 2026-10-29
QV Investors Inc.
DECREASED
Shares36,166 from 62,791
Change-26,625 (-42%)
Value$9.8K (-$17.1M)
Filed 2026-10-20
Alps Advisors Inc
DECREASED
Shares36,108 from 40,246
Change-4,138 (-10%)
Value$9.8M (-$1.1M)
Filed 2026-11-03
Nordwand Advisors, LLC
DECREASED
Shares36,053 from 36,111
Change-58 (0%)
Value$9.8M (-$11.1K)
Filed 2026-11-05
J.W. Cole Advisors, Inc.
DECREASED
Shares35,734 from 35,900
Change-166 (0%)
Value$9.7M (-$40.3K)
Filed 2026-11-05
Hendley & Co Inc
INCREASED
Shares35,678 from 35,221
Change+457 (+1%)
Value$9.7K (+$129)
Filed 2026-10-29
NBT Bank, N.A.
DECREASED
Shares35,568 from 36,098
Change-530 (-1%)
Value$9.7M (-$139.5K)
Filed 2026-10-21
Perennial Advisors, LLC
DECREASED
Shares35,530 from 36,314
Change-784 (-2%)
Value$9.7M (-$208.6K)
Filed 2026-10-13
Skba Capital Management LLC
DECREASED
Shares35,432 from 35,632
Change-200 (-1%)
Value$9.6M (-$49.8K)
Filed 2026-11-09
Diversified Trust Co
INCREASED
Shares35,220 from 34,105
Change+1,115 (+3%)
Value$9.6M (+$307.6K)
Filed 2026-11-06
Lyell Wealth Management, LP
INCREASED
Shares35,129 from 31,590
Change+3,539 (+11%)
Value$9.6M (+$967.3K)
Filed 2026-10-30
180 GPS Investments IC Ltd
UNCHANGED
Shares34,851 from 34,851
Change0 (0%)
Value$9.5M (+$4.5K)
Filed 2026-11-06
Sage Capital Advisors,llc
INCREASED
Shares34,644 from 27,357
Change+7,287 (+27%)
Value$9.4M (+$2.0M)
Filed 2026-10-13
Ag2r LA Mondiale Gestion D'actifs
INCREASED
Shares34,221 from 26,417
Change+7,804 (+30%)
Value$9.3M (+$2.1M)
Filed 2026-10-26
Ritholtz Wealth Management
INCREASED
Shares34,183 from 33,317
Change+866 (+3%)
Value$9.3M (+$240.1K)
Filed 2026-11-05
O'Keefe Stevens Advisory, Inc.
DECREASED
Shares33,949 from 35,341
Change-1,392 (-4%)
Value$9.2M (-$374.1K)
Filed 2026-10-09
Kornitzer Capital Management Inc
DECREASED
Shares33,933 from 35,446
Change-1,513 (-4%)
Value$9.2M (-$407.1K)
Filed 2026-11-03
Triglav Investments, D.O.O.
INCREASED
Shares33,400 from 13,400
Change+20,000 (+149%)
Value$9.1M (+$5.4M)
Filed 2026-11-06
Vise Technologies, Inc.
INCREASED
Shares33,246 from 29,420
Change+3,826 (+13%)
Value$9.0M (+$1.0M)
Filed 2026-10-29
Ethic Inc.
INCREASED
Shares33,135 from 31,548
Change+1,587 (+5%)
Value$9.0M (+$436.1K)
Filed 2026-11-03
LBP AM SA
DECREASED
Shares33,098 from 34,355
Change-1,257 (-4%)
Value$9.0M (-$337.6K)
Filed 2026-11-06
Wilmington Savings Fund Society, FSB
DECREASED
Shares32,900 from 35,691
Change-2,791 (-8%)
Value$9.0M (-$754.9K)
Filed 2026-10-23
Schnieders Capital Management, Llc.
DECREASED
Shares32,773 from 33,197
Change-424 (-1%)
Value$8.9M (-$111.1K)
Filed 2026-11-09
Miller Howard Investments Inc
INCREASED
Shares32,673 from 32,057
Change+616 (+2%)
Value$8.9M (+$171.9K)
Filed 2026-10-26
Folger Nolan Fleming Douglas Capital Management, Inc
INCREASED
Shares32,568 from 32,397
Change+171 (+1%)
Value$8.9M (+$50.7K)
Filed 2026-10-13
Morningstar Investment Management LLC
INCREASED
Shares32,147 from 25,031
Change+7,116 (+28%)
Value$8.7M (+$2.7M)
Filed 2026-11-09
First Horizon Corp
DECREASED
Shares32,065 from 32,138
Change-73 (0%)
Value$8.7M (-$15.7K)
Filed 2026-10-26
Advocate Group LLC
DECREASED
Shares31,987 from 34,419
Change-2,432 (-7%)
Value$8.7M (-$657.3K)
Filed 2026-10-19
Heritage Investors Management Corp
DECREASED
Shares31,939 from 32,055
Change-116 (0%)
Value$8.7K (-$8.7M)
Filed 2026-10-29
Hartford Investment Management Co
DECREASED
Shares31,831 from 32,902
Change-1,071 (-3%)
Value$8.7M (-$287.2K)
Filed 2026-11-04
EagleClaw Capital Managment, LLC
DECREASED
Shares31,732 from 32,915
Change-1,183 (-4%)
Value$8.6M (-$317.7K)
Filed 2026-11-06
Albion Financial Group
INCREASED
Shares31,563 from 31,520
Change+43 (+0%)
Value$8.6M (+$15.6K)
Filed 2026-10-21
Masterinvest Kapitalanlage GmbH
DECREASED
Shares31,490 from 34,937
Change-3,447 (-10%)
Value$8.6M (-$933.5K)
Filed 2026-11-03
Toth Financial Advisory Corp
INCREASED
Shares31,422 from 31,097
Change+325 (+1%)
Value$8.6M (+$92.5K)
Filed 2026-10-08
Mogy Joel R Investment Counsel Inc
UNCHANGED
Shares31,238 from 31,238
Change0 (0%)
Value$8.5M (+$4.1K)
Filed 2026-10-13
Oppenheimer Asset Management Inc.
DECREASED
Shares30,994 from 32,332
Change-1,338 (-4%)
Value$8.4M (-$359.9K)
Filed 2026-10-27
Fisher Funds Management LTD
DECREASED
Shares30,844 from 39,150
Change-8,306 (-21%)
Value$8.4M (-$2.3M)
Filed 2026-10-13
Crossmark Global Holdings, Inc.
DECREASED
Shares30,628 from 30,941
Change-313 (-1%)
Value$8.3M (-$81.2K)
Filed 2026-10-21
Stolper Co
INCREASED
Shares30,368 from 30,202
Change+166 (+1%)
Value$8.3K (+$49)
Filed 2026-10-13
Violich Capital Management, Inc.
DECREASED
Shares29,990 from 30,490
Change-500 (-2%)
Value$8.2M (-$132.1K)
Filed 2026-10-05
Danica Pension, Livsforsikringsaktieselskab
UNCHANGED
Shares29,792 from 29,792
Change0 (0%)
Value$8.1M (+$3.9K)
Filed 2026-11-09
New Mexico Educational Retirement Board
UNCHANGED
Shares29,588 from 29,588
Change0 (0%)
Value$8.1K (-$8.0M)
Filed 2026-11-05
Avior Wealth Management, LLC
DECREASED
Shares29,530 from 31,647
Change-2,117 (-7%)
Value$8.0M (-$572.1K)
Filed 2026-10-13
Meridian Wealth Management, LLC
DECREASED
Shares29,513 from 29,947
Change-434 (-1%)
Value$8.0M (-$114.3K)
Filed 2026-11-05
Louisiana State Employees Retirement System
DECREASED
Shares29,200 from 30,300
Change-1,100 (-4%)
Value$7.9M (-$295.4K)
Filed 2026-10-20
Bank Julius Baer & Co. Ltd, Zurich
DECREASED
Shares29,089 from 46,221
Change-17,132 (-37%)
Value$7.9M (-$4.7M)
Filed 2026-10-29
Investment House LLC
DECREASED
Shares28,798 from 51,341
Change-22,543 (-44%)
Value$7.8M (-$6.1M)
Filed 2026-10-21
First Premier Bank
DECREASED
Shares28,415 from 29,200
Change-785 (-3%)
Value$7.7K (-$210)
Filed 2026-10-13
Chicago Partners Investment Group LLC
DECREASED
Shares28,139 from 28,771
Change-632 (-2%)
Value$8.2M (-$515.0K)
Filed 2026-10-27
SVB Wealth LLC
DECREASED
Shares27,931 from 32,067
Change-4,136 (-13%)
Value$7.6M (-$1.1M)
Filed 2026-11-06
Schmidt P J Investment Management Inc
DECREASED
Shares27,845 from 28,362
Change-517 (-2%)
Value$7.6M (-$136.9K)
Filed 2026-11-02
Constitution Capital LLC
INCREASED
Shares27,473 from 20,898
Change+6,575 (+31%)
Value$7.5M (+$1.8M)
Filed 2026-10-23
Kesler, Norman & Wride, LLC
DECREASED
Shares27,211 from 27,582
Change-371 (-1%)
Value$7.4M (-$97.3K)
Filed 2026-11-06
Neville Rodie & Shaw Inc
INCREASED
Shares26,956 from 26,506
Change+450 (+2%)
Value$7.3K (+$126)
Filed 2026-10-05
Sava Infond d.o.o.
INCREASED
Shares26,760 from 22,760
Change+4,000 (+18%)
Value$7.3M (+$1.1M)
Filed 2026-10-28
AlphaCore Capital LLC
INCREASED
Shares26,743 from 24,298
Change+2,445 (+10%)
Value$7.3M (+$668.7K)
Filed 2026-11-04
TrueMark Investments, LLC
INCREASED
Shares26,689 from 23,620
Change+3,069 (+13%)
Value$7.3M (+$838.2K)
Filed 2026-11-05
Wesbanco Bank Inc
DECREASED
Shares26,659 from 35,911
Change-9,252 (-26%)
Value$7.3M (-$2.5M)
Filed 2026-11-04
Hourglass Capital, LLC
DECREASED
Shares26,536 from 28,571
Change-2,035 (-7%)
Value$7.2M (-$550.1K)
Filed 2026-10-26
Williams Jones Wealth Management, Llc.
INCREASED
Shares26,380 from 26,310
Change+70 (+0%)
Value$7.2M (+$22.5K)
Filed 2026-11-05
Quadrant Capital Group LLC
INCREASED
Shares26,268 from 26,151
Change+117 (+0%)
Value$7.4M (+$304.0K)
Filed 2026-10-20
Farther Finance Advisors, LLC
INCREASED
Shares26,086 from 21,850
Change+4,236 (+19%)
Value$7.1M (+$1.2M)
Filed 2026-10-08
Crestwood Advisors Group, LLC
INCREASED
Shares25,939 from 25,805
Change+134 (+1%)
Value$7.1M (+$39.7K)
Filed 2026-10-27
Globalt Investments LLC / GA
DECREASED
Shares25,865 from 26,137
Change-272 (-1%)
Value$7.0M (-$70.6K)
Filed 2026-10-27
Martin Capital Partners, LLC
INCREASED
Shares25,849 from 25,812
Change+37 (+0%)
Value$7.0M (+$13.2K)
Filed 2026-10-07
Argent Trust Co
INCREASED
Shares25,846 from 25,690
Change+156 (+1%)
Value$7.0M (+$45.8K)
Filed 2026-11-09
Peterson Wealth Services
INCREASED
Shares25,841 from 20,698
Change+5,143 (+25%)
Value$7.0M (+$1.4M)
Filed 2026-10-26
NovaPoint Capital, LLC
DECREASED
Shares25,796 from 25,913
Change-117 (0%)
Value$7.0M (-$28.6K)
Filed 2026-10-22
Robeco Institutional Asset Management B.V.
INCREASED
Shares25,535 from 21,208
Change+4,327 (+20%)
Value$6.9M (+$1.2M)
Filed 2026-10-20
Goelzer Investment Management, Inc.
DECREASED
Shares25,111 from 25,476
Change-365 (-1%)
Value$6.8M (-$96.0K)
Filed 2026-10-16
Harrison Street Private Wealth LLC
INCREASED
Shares24,822 from 20,862
Change+3,960 (+19%)
Value$6.8M (+$1.1M)
Filed 2026-10-26
Clear Harbor Asset Management, LLC
INCREASED
Shares24,772 from 23,146
Change+1,626 (+7%)
Value$6.7M (+$445.5K)
Filed 2026-11-05
Brookstone Capital Management
INCREASED
Shares24,690 from 24,327
Change+363 (+1%)
Value$6.7M (+$102.1K)
Filed 2026-10-22
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED
Shares24,560 from 24,643
Change-83 (0%)
Value$6.7M (-$19.4K)
Filed 2026-11-03
Cullen Investment Group, Ltd.
DECREASED
Shares24,541 from 28,129
Change-3,588 (-13%)
Value$6.9M (-$741.1K)
Filed 2026-10-13
Level Four Advisory Services, LLC
INCREASED
Shares24,494 from 23,497
Change+997 (+4%)
Value$6.7M (+$274.4K)
Filed 2026-11-06
Community Bank & Trust, Waco, Texas
INCREASED
Shares24,431 from 23,135
Change+1,296 (+6%)
Value$6.6K (-$6.3M)
Filed 2026-10-19
Sawgrass Asset Management LLC
DECREASED
Shares24,198 from 37,199
Change-13,001 (-35%)
Value$6.6M (-$3.5M)
Filed 2026-11-03
Old National Bancorp
DECREASED
Shares23,929 from 24,054
Change-125 (-1%)
Value$6.5M (-$30.9K)
Filed 2026-10-20
Daymark Wealth Partners, LLC
INCREASED
Shares23,817 from 23,106
Change+711 (+3%)
Value$6.5M (+$196.4K)
Filed 2026-11-04
Clearstead Advisors, LLC
INCREASED
Shares23,796 from 23,107
Change+689 (+3%)
Value$6.5M (+$187.8K)
Filed 2026-11-06
Wharton Business Group, LLC
DECREASED
Shares23,696 from 24,731
Change-1,035 (-4%)
Value$6.4M (-$278.6K)
Filed 2026-11-09
Royal Fund Management, LLC
INCREASED
Shares23,631 from 23,184
Change+447 (+2%)
Value$6.4M (+$124.8K)
Filed 2026-10-22
Compagnie Lombard Odier SCmA
UNCHANGED
Shares23,480 from 23,480
Change0 (0%)
Value$6.4M (+$3.1K)
Filed 2026-11-04
Matthew Goff Investment Advisor, LLC
DECREASED
Shares23,448 from 23,933
Change-485 (-2%)
Value$6.4M (-$128.9K)
Filed 2026-10-13
Cypress Asset Management Inc
DECREASED
Shares23,438 from 23,901
Change-463 (-2%)
Value$6.4M (-$122.9K)
Filed 2026-10-09
Letson Investment Management, Inc.
INCREASED
Shares23,430 from 22,428
Change+1,002 (+4%)
Value$6.4M (+$275.5K)
Filed 2026-11-05
VestGen Advisors, LLC
DECREASED
Shares23,420 from 23,530
Change-110 (0%)
Value$6.4M (-$26.9K)
Filed 2026-10-27
Scissortail Wealth Management, LLC
INCREASED
Shares23,299 from 23,294
Change+5 (+0%)
Value$6.3M (+$4.5K)
Filed 2026-11-03
Stokes Capital Advisors, LLC
INCREASED
Shares23,105 from 23,064
Change+41 (+0%)
Value$6.3M (+$14.2K)
Filed 2026-10-09
Columbia Asset Management
DECREASED
Shares23,045 from 23,314
Change-269 (-1%)
Value$6.3M (-$70.3K)
Filed 2026-10-19
SevenBridge Financial Group, LLC
INCREASED
Shares22,688 from 22,455
Change+233 (+1%)
Value$6.5M (-$57.1K)
Filed 2026-10-26
Equitable Trust Co
DECREASED
Shares22,585 from 22,718
Change-133 (-1%)
Value$6.1M (-$33.2K)
Filed 2026-10-13
Gold Investment Management Ltd.
INCREASED
Shares22,495 from 21,971
Change+524 (+2%)
Value$6.1M (+$145.5K)
Filed 2026-10-19
AGF Management LTD
INCREASED
Shares22,461 from 15,673
Change+6,788 (+43%)
Value$6.1M (+$1.8M)
Filed 2026-11-03
Hamel Associates, Inc.
INCREASED
Shares22,440 from 22,157
Change+283 (+1%)
Value$6.1M (+$79.9K)
Filed 2026-11-06
Ascent Group, LLC
INCREASED
Shares22,208 from 21,101
Change+1,107 (+5%)
Value$6.0M (+$303.8K)
Filed 2026-10-30
Wedbush Securities Inc
DECREASED
Shares22,148 from 22,354
Change-206 (-1%)
Value$6.0K (-$6.1M)
Filed 2026-10-22
Patton Albertson Miller Group, LLC
INCREASED
Shares22,139 from 21,961
Change+178 (+1%)
Value$6.0M (+$51.3K)
Filed 2026-10-26
Tokio Marine Asset Management Co LTD
INCREASED
Shares22,005 from 20,754
Change+1,251 (+6%)
Value$6.0M (+$343.1K)
Filed 2026-10-26
Cherokee Insurance Co
UNCHANGED
Shares22,000 from 22,000
Change0 (0%)
Value$6.0M (+$2.9K)
Filed 2026-11-05
Trust Co of Oklahoma
DECREASED
Shares21,842 from 30,279
Change-8,437 (-28%)
Value$5.9M (-$2.3M)
Filed 2026-10-15
Moors & Cabot, Inc.
DECREASED
Shares21,761 from 23,823
Change-2,062 (-9%)
Value$5.9M (-$558.1K)
Filed 2026-11-06
Integrity Alliance, Llc.
DECREASED
Shares21,464 from 28,680
Change-7,216 (-25%)
Value$5.8M (-$2.0M)
Filed 2026-10-29
Elevation Point Wealth Partners, LLC
DECREASED
Shares21,331 from 28,084
Change-6,753 (-24%)
Value$5.8M (-$1.8M)
Filed 2026-11-05
Caldwell Trust Co
DECREASED
Shares21,219 from 21,644
Change-425 (-2%)
Value$5.8M (-$112.8K)
Filed 2026-10-30
DT Investment Partners, LLC
DECREASED
Shares21,141 from 21,215
Change-74 (0%)
Value$5.8M (-$17.4K)
Filed 2026-10-27
Eley Financial Management, Inc
INCREASED
Shares21,067 from 21,024
Change+43 (+0%)
Value$5.7M (+$14.4K)
Filed 2026-11-03
New Hampshire Trust
DECREASED
Shares20,777 from 21,734
Change-957 (-4%)
Value$5.7M (-$257.6K)
Filed 2026-10-20
Convergence Investment Partners, LLC
INCREASED
Shares20,643 from 5,203
Change+15,440 (+297%)
Value$5.6M (+$4.2M)
Filed 2026-10-28
Saybrook Capital
DECREASED
Shares20,509 from 20,544
Change-35 (0%)
Value$5.6M (-$6.9K)
Filed 2026-10-27
Alta Capital Management LLC/
DECREASED
Shares20,328 from 26,270
Change-5,942 (-23%)
Value$5.5M (-$1.6M)
Filed 2026-10-26
Mengis Capital Management, Inc.
DECREASED
Shares20,233 from 20,250
Change-17 (0%)
Value$5.5M (-$2.0K)
Filed 2026-10-13
Turtle Creek Wealth Advisors, LLC
DECREASED
Shares20,194 from 20,534
Change-340 (-2%)
Value$5.5M (-$89.9K)
Filed 2026-10-15
Legacy CG, LLC
INCREASED
Shares20,072 from 18,597
Change+1,475 (+8%)
Value$5.5M (+$403.8K)
Filed 2026-10-30
E. Ohman J:or Asset Management AB
UNCHANGED
Shares20,060 from 20,060
Change0 (0%)
Value$5.5M (+$2.6K)
Filed 2026-10-22
Murphy Pohlad Asset Management LLC
DECREASED
Shares19,960 from 20,848
Change-888 (-4%)
Value$5.4M (-$238.9K)
Filed 2026-10-22
WealthPLAN Partners, LLC
INCREASED
Shares19,921 from 19,918
Change+3 (+0%)
Value$5.4M (+$3.4K)
Filed 2026-10-15
Citizens Business Bank
INCREASED
Shares19,848 from 19,759
Change+89 (+0%)
Value$5.4M (+$26.8K)
Filed 2026-11-09
Advanced Asset Management Advisors Inc
UNCHANGED
Shares19,800 from 19,800
Change0 (0%)
Value$5.4M (+$2.6K)
Filed 2026-10-20
Capital City Trust Co
INCREASED
Shares19,798 from 19,666
Change+132 (+1%)
Value$5.4M (+$38.5K)
Filed 2026-10-22
Cohen Capital Management, Inc.
UNCHANGED
Shares19,478 from 19,478
Change0 (0%)
Value$5.3M (+$2.5K)
Filed 2026-10-14
SAX Wealth Advisors, LLC
INCREASED
Shares19,355 from 1,615
Change+17,740 (+1098%)
Value$5.3M (+$4.9M)
Filed 2026-10-13
Azzad Asset Management Inc
INCREASED
Shares19,038 from 18,721
Change+317 (+2%)
Value$5.2M (+$88.7K)
Filed 2026-11-04
Citizens Financial Group Inc
DECREASED
Shares18,946 from 19,386
Change-440 (-2%)
Value$5.2M (-$117.3K)
Filed 2026-10-23
Deane Retirement Strategies, Inc.
DECREASED
Shares18,919 from 19,019
Change-100 (-1%)
Value$5.1M (-$23.8K)
Filed 2026-10-09
Nicollet Investment Management, Inc.
DECREASED
Shares18,885 from 19,152
Change-267 (-1%)
Value$5.1K (-$5.2M)
Filed 2026-10-14
Wilkins Investment Counsel Inc
DECREASED
Shares18,874 from 19,224
Change-350 (-2%)
Value$5.1M (-$92.7K)
Filed 2026-11-03
Signal Advisors Wealth, LLC
INCREASED
Shares18,865 from 15,490
Change+3,375 (+22%)
Value$5.1M (+$920.5K)
Filed 2026-10-13
Lincoln Capital LLC
DECREASED
Shares18,810 from 19,130
Change-320 (-2%)
Value$5.1M (-$73.6K)
Filed 2026-10-09
Tweedy, Browne Co LLC
DECREASED
Shares18,645 from 19,185
Change-540 (-3%)
Value$5.1M (-$144.5K)
Filed 2026-11-04
Smithfield Trust Co
UNCHANGED
Shares18,523 from 18,523
Change0 (0%)
Value$5.0K (-$5.0M)
Filed 2026-11-09
Flossbach VON Storch SE
DECREASED
Shares18,460 from 19,155
Change-695 (-4%)
Value$5.0M (-$186.6K)
Filed 2026-10-28
Renaissance Investment Group LLC
DECREASED
Shares18,440 from 20,056
Change-1,616 (-8%)
Value$5.0M (-$437.2K)
Filed 2026-10-28
Lanark Financial, Inc.
DECREASED
Shares18,394 from 18,754
Change-360 (-2%)
Value$5.0M (-$95.6K)
Filed 2026-10-26
Baker Avenue Asset Management, LP
INCREASED
Shares18,277 from 17,987
Change+290 (+2%)
Value$5.0M (+$81.0K)
Filed 2026-11-06
Wasatch Advisors LP
DECREASED
Shares18,262 from 18,697
Change-435 (-2%)
Value$5.0M (-$115.9K)
Filed 2026-10-13
Coldstream Capital Management Inc
DECREASED
Shares18,241 from 18,760
Change-519 (-3%)
Value$5.0M (-$138.7K)
Filed 2026-11-09
Professional Financial Advisors, LLC
DECREASED
Shares18,240 from 18,316
Change-76 (0%)
Value$5.0M (-$18.2K)
Filed 2026-10-13
Comprehensive Financial Consultants Institutional, Inc.
DECREASED
Shares18,200 from 19,487
Change-1,287 (-7%)
Value$5.0M (-$347.7K)
Filed 2026-10-15
North Dakota State Investment Board
INCREASED
Shares18,178 from 17,783
Change+395 (+2%)
Value$4.9M (+$109.8K)
Filed 2026-10-27
Florida Trust Wealth Management Co
INCREASED
Shares18,125 from 7,916
Change+10,209 (+129%)
Value$4.9M (+$2.8M)
Filed 2026-11-05
Gamma Investing LLC
INCREASED
Shares18,043 from 16,582
Change+1,461 (+9%)
Value$4.9M (+$399.7K)
Filed 2026-10-08
Kentucky Farm Bureau Mutual Insurance Co
UNCHANGED
Shares18,000 from 18,000
Change0 (0%)
Value$4.9M (+$2.3K)
Filed 2026-11-06
Elite Wealth Management, Inc.
INCREASED
Shares17,876 from 6,140
Change+11,736 (+191%)
Value$4.9M (+$3.2M)
Filed 2026-11-03
Confluence Wealth Services, Inc.
INCREASED
Shares17,798 from 15,090
Change+2,708 (+18%)
Value$4.8M (+$739.0K)
Filed 2026-11-05
Welch & Forbes LLC
DECREASED
Shares17,691 from 18,399
Change-708 (-4%)
Value$4.8M (-$190.3K)
Filed 2026-11-04
Guilbault Capital LLC
DECREASED
Shares17,600 from 17,650
Change-50 (0%)
Value$4.8M (-$11.3K)
Filed 2026-10-28
Western Financial Corp
NEW
Shares17,402
Change+17,402
Value$4.7M
Filed 2026-10-14
Community Trust & Investment Co
DECREASED
Shares17,382 from 17,679
Change-297 (-2%)
Value$4.7M (-$78.5K)
Filed 2026-10-15
R.H. Investment Group, LLC
INCREASED
Shares17,337 from 16,890
Change+447 (+3%)
Value$4.7M (+$123.8K)
Filed 2026-11-09
Midwest Professional Planners, Ltd.
DECREASED
Shares17,324 from 17,407
Change-83 (0%)
Value$4.7M (-$20.5K)
Filed 2026-10-29
V-Square Quantitative Management LLC
INCREASED
Shares17,288 from 16,876
Change+412 (+2%)
Value$4.7M (+$114.3K)
Filed 2026-10-15
Ashurst Perkins Coie Trust Co
INCREASED
Shares17,277 from 17,200
Change+77 (+0%)
Value$4.7M (+$23.1K)
Filed 2026-10-15
BNC Wealth Management, LLC
INCREASED
Shares17,118 from 16,842
Change+276 (+2%)
Value$4.7M (+$77.4K)
Filed 2026-10-19
Prime Capital Investment Advisors, LLC
DECREASED
Shares17,072 from 18,138
Change-1,066 (-6%)
Value$4.6M (-$287.5K)
Filed 2026-10-20
Reaves W H & Co Inc
DECREASED
Shares17,054 from 17,060
Change-6 (0%)
Value$4.6M (+$585)
Filed 2026-11-06
Third View Private Wealth, LLC
INCREASED
Shares16,983 from 16,693
Change+290 (+2%)
Value$4.6M (+$81.1K)
Filed 2026-10-30
Griffin Asset Management, Inc.
INCREASED
Shares16,976 from 16,965
Change+11 (+0%)
Value$4.6M (+$5.1K)
Filed 2026-10-22
AMI Investment Management Inc
DECREASED
Shares16,896 from 17,368
Change-472 (-3%)
Value$4.6M (-$126.2K)
Filed 2026-10-27
PFG Advisors
DECREASED
Shares16,836 from 18,234
Change-1,398 (-8%)
Value$4.6M (-$377.9K)
Filed 2026-10-16
Belpointe Asset Management LLC
DECREASED
Shares16,782 from 17,435
Change-653 (-4%)
Value$4.6M (-$175.4K)
Filed 2026-11-09
Community Financial Services Group, LLC
INCREASED
Shares16,708 from 19
Change+16,689 (+87837%)
Value$4.6M (+$4.5M)
Filed 2026-10-15
CNB Bank
INCREASED
Shares16,702 from 16,609
Change+93 (+1%)
Value$4.5M (+$27.5K)
Filed 2026-11-09
First Interstate Bank
DECREASED
Shares16,678 from 17,579
Change-901 (-5%)
Value$4.5M (-$242.9K)
Filed 2026-10-23
Vest Financial, LLC
DECREASED
Shares16,617 from 16,897
Change-280 (-2%)
Value$4.5M (-$74.0K)
Filed 2026-10-21
Brighton Jones LLC
INCREASED
Shares16,573 from 16,414
Change+159 (+1%)
Value$4.5M (+$45.3K)
Filed 2026-11-03
Chatham Capital Group, Inc.
INCREASED
Shares16,537 from 16,137
Change+400 (+2%)
Value$4.5M (+$111.0K)
Filed 2026-10-16
Fifth Third Wealth Advisors LLC
INCREASED
Shares16,185 from 15,195
Change+990 (+7%)
Value$4.4M (+$271.4K)
Filed 2026-10-22
GC Wealth Management RIA, LLC
DECREASED
Shares16,181 from 16,455
Change-274 (-2%)
Value$4.4M (-$72.4K)
Filed 2026-11-02
Valicenti Advisory Services Inc
INCREASED
Shares16,088 from 15,838
Change+250 (+2%)
Value$4.4K (+$70)
Filed 2026-10-23
Concord Wealth Partners
INCREASED
Shares16,031 from 15,171
Change+860 (+6%)
Value$4.4M (+$236.2K)
Filed 2026-11-02
New England Research & Management, Inc.
INCREASED
Shares15,993 from 13,403
Change+2,590 (+19%)
Value$4.4M (+$706.6K)
Filed 2026-10-16
Bailard, Inc.
DECREASED
Shares15,952 from 16,167
Change-215 (-1%)
Value$4.3M (-$56.4K)
Filed 2026-10-13
Hixon Zuercher, LLC
INCREASED
Shares15,894 from 15,780
Change+114 (+1%)
Value$4.3M (+$33.0K)
Filed 2026-10-13
Americana Partners, LLC
INCREASED
Shares15,876 from 14,373
Change+1,503 (+10%)
Value$4.3M (+$410.9K)
Filed 2026-10-28
Financial Advisory Partners, LLC
DECREASED
Shares15,858 from 16,026
Change-168 (-1%)
Value$4.3M (-$43.6K)
Filed 2026-10-23
Ibex Wealth Advisors
NEW
Shares15,847
Change+15,847
Value$4.3M
Filed 2026-11-06
Dynamic Advisor Solutions LLC
DECREASED
Shares15,825 from 16,355
Change-530 (-3%)
Value$4.3M (-$142.1K)
Filed 2026-10-13
Praxis Investment Management Inc
UNCHANGED
Shares15,791 from 15,791
Change0 (0%)
Value$4.3K (-$4.3M)
Filed 2026-11-03
Trust Co of Toledo NA
DECREASED
Shares15,790 from 16,013
Change-223 (-1%)
Value$4.3M (-$58.6K)
Filed 2026-10-16
Sagespring Wealth Partners, LLC
INCREASED
Shares15,771 from 14,681
Change+1,090 (+7%)
Value$4.3M (+$298.6K)
Filed 2026-10-22
SS&H Financial Advisors, Inc.
UNCHANGED
Shares15,738 from 15,738
Change0 (0%)
Value$4.3K (-$4.3M)
Filed 2026-10-28
Inspire Trust Co, N.A.
UNCHANGED
Shares15,700 from 15,700
Change0 (0%)
Value$4.3M (+$2.0K)
Filed 2026-11-05
TD Private Client Wealth LLC
DECREASED
Shares15,659 from 15,712
Change-53 (0%)
Value$4.3M (-$12.4K)
Filed 2026-10-28
Kathmere Capital Management, LLC
DECREASED
Shares15,549 from 15,634
Change-85 (-1%)
Value$4.2M (-$21.3K)
Filed 2026-10-20
Trilogy Capital Inc.
INCREASED
Shares15,531 from 15,107
Change+424 (+3%)
Value$4.2M (+$117.5K)
Filed 2026-10-20
Fruth Investment Management
DECREASED
Shares15,454 from 15,586
Change-132 (-1%)
Value$4.2K (-$34)
Filed 2026-10-13
Securian Asset Management, Inc
DECREASED
Shares15,394 from 15,809
Change-415 (-3%)
Value$4.2M (-$581.2K)
Filed 2026-11-06
IFP Advisors, Inc
DECREASED
Shares15,382 from 19,309
Change-3,927 (-20%)
Value$4.2M (-$1.1M)
Filed 2026-10-16
Verdence Capital Advisors LLC
INCREASED
Shares15,296 from 14,427
Change+869 (+6%)
Value$4.2M (+$238.5K)
Filed 2026-10-26
Apella Capital, LLC
DECREASED
Shares15,276 from 15,629
Change-353 (-2%)
Value$4.2M (-$228.9K)
Filed 2026-10-08
HUB Investment Partners, LLC
INCREASED
Shares15,273 from 14,616
Change+657 (+5%)
Value$4.2M (+$180.6K)
Filed 2026-11-03
Clear Trail Advisors, LLC
INCREASED
Shares15,265 from 14,742
Change+523 (+4%)
Value$4.2M (+$144.1K)
Filed 2026-10-20
Cullinan Associates Inc
UNCHANGED
Shares15,260 from 15,260
Change0 (0%)
Value$4.2M (+$2.0K)
Filed 2026-11-03
Y.D. More Investments Ltd
DECREASED
Shares15,252 from 16,987
Change-1,735 (-10%)
Value$4.2M (-$469.9K)
Filed 2026-11-02
Ledyard National Bank
INCREASED
Shares15,108 from 15,089
Change+19 (+0%)
Value$4.1M (+$7.1K)
Filed 2026-10-21
St. Louis Trust Co
UNCHANGED
Shares15,093 from 15,093
Change0 (0%)
Value$4.1M (+$4.0M)
Filed 2026-11-03
TAGStone Capital, Inc.
INCREASED
Shares15,041 from 14,991
Change+50 (+0%)
Value$4.1M (+$15.5K)
Filed 2026-11-09
Linscomb Wealth, Inc.
INCREASED
Shares15,021 from 14,974
Change+47 (+0%)
Value$4.1M (+$14.8K)
Filed 2026-11-05
Morey & Quinn Wealth Partners, LLC
DECREASED
Shares15,000 from 15,025
Change-25 (0%)
Value$4.1M (-$4.9K)
Filed 2026-10-28
American Assets Investment Management, LLC
UNCHANGED
Shares15,000 from 15,000
Change0 (0%)
Value$4.1M (+$2.0K)
Filed 2026-10-30
Caliber Wealth Management, LLC / KS
DECREASED
Shares14,975 from 14,996
Change-21 (0%)
Value$4.1M (-$3.8K)
Filed 2026-11-04
Concord Asset Management, LLC
INCREASED
Shares14,786 from 14,595
Change+191 (+1%)
Value$4.0M (+$53.8K)
Filed 2026-11-02
Hall Capital Management Co Inc
DECREASED
Shares14,628 from 14,849
Change-221 (-1%)
Value$4.0M (-$58.2K)
Filed 2026-11-09
Ashton Thomas Securities, LLC
DECREASED
Shares14,538 from 14,792
Change-254 (-2%)
Value$4.0M (-$57.1K)
Filed 2026-10-26
Cadinha & Co LLC
UNCHANGED
Shares14,507 from 14,507
Change0 (0%)
Value$3.9M (+$1.9K)
Filed 2026-10-22
Fideuram Asset Management (Ireland) dac
DECREASED
Shares14,440 from 45,400
Change-30,960 (-68%)
Value$4.2M (-$7.7M)
Filed 2026-10-29
Signaturefd, LLC
INCREASED
Shares14,364 from 13,740
Change+624 (+5%)
Value$3.9M (+$171.7K)
Filed 2026-10-23
BCS Private Wealth Management, Inc.
DECREASED
Shares14,343 from 14,473
Change-130 (-1%)
Value$3.9M (-$33.4K)
Filed 2026-11-09
RKL Wealth Management LLC
INCREASED
Shares14,277 from 14,271
Change+6 (+0%)
Value$3.9M (+$3.4K)
Filed 2026-10-16
Slow Capital, Inc.
DECREASED
Shares14,236 from 14,809
Change-573 (-4%)
Value$3.9M (-$154.0K)
Filed 2026-10-23
Shoker Investment Counsel, Inc.
INCREASED
Shares14,236 from 14,112
Change+124 (+1%)
Value$3.9M (+$35.5K)
Filed 2026-11-04
Private Trust Co NA
DECREASED
Shares14,167 from 14,207
Change-40 (0%)
Value$3.9M (-$9.1K)
Filed 2026-10-20
Penobscot Investment Management Company, Inc.
DECREASED
Shares14,125 from 14,723
Change-598 (-4%)
Value$3.8M (-$160.8K)
Filed 2026-10-26
Plimoth Trust Co LLC
DECREASED
Shares14,123 from 14,156
Change-33 (0%)
Value$3.8M (-$7.1K)
Filed 2026-10-26
Heritage Trust Co
DECREASED
Shares14,103 from 14,292
Change-189 (-1%)
Value$3.8M (-$49.6K)
Filed 2026-11-09
Grimes & Co Wealth Management, LLC
INCREASED
Shares14,080 from 10,621
Change+3,459 (+33%)
Value$3.8M (+$942.4K)
Filed 2026-10-29
Soltis Investment Advisors LLC
INCREASED
Shares13,992 from 12,742
Change+1,250 (+10%)
Value$3.8M (+$341.8K)
Filed 2026-10-28
Imc-Chicago, LLC
NEW
Shares13,972
Change+13,972
Value$3.8M
Filed 2026-11-05
Stanley-Laman Group, Ltd.
DECREASED
Shares13,971 from 14,192
Change-221 (-2%)
Value$3.8M (-$58.2K)
Filed 2026-10-20
Pinion Investment Advisors, LLC
INCREASED
Shares13,929 from 13,923
Change+6 (+0%)
Value$3.8M (+$3.4K)
Filed 2026-11-04
Plancorp, LLC
INCREASED
Shares13,923 from 13,270
Change+653 (+5%)
Value$4.2M (+$395.9K)
Filed 2026-11-03
Ellis Investment Partners, LLC
DECREASED
Shares13,910 from 13,927
Change-17 (0%)
Value$3.8M (-$3.0K)
Filed 2026-10-21
Chicago Trust Co NA
DECREASED
Shares13,827 from 14,918
Change-1,091 (-7%)
Value$3.8M (-$295.0K)
Filed 2026-10-28
Venture Visionary Partners LLC
DECREASED
Shares13,822 from 15,774
Change-1,952 (-12%)
Value$3.8M (-$529.1K)
Filed 2026-10-07
Citizens National Bank Trust Department
INCREASED
Shares13,720 from 13,646
Change+74 (+1%)
Value$3.7M (+$21.9K)
Filed 2026-11-04
Valley Brook Capital Group, Inc.
DECREASED
Shares13,608 from 13,662
Change-54 (0%)
Value$3.7M (-$13.0K)
Filed 2026-10-26
Nvest Wealth Strategies, Inc.
INCREASED
Shares13,500 from 11,492
Change+2,008 (+17%)
Value$3.7M (+$547.7K)
Filed 2026-10-14
Pathway Financial Advisers, LLC
INCREASED
Shares13,478 from 12,719
Change+759 (+6%)
Value$3.7M (+$208.0K)
Filed 2026-10-27
Ldic Inc.
INCREASED
Shares13,474 from 11,971
Change+1,503 (+13%)
Value$3.7M (+$410.6K)
Filed 2026-10-14
Phoenix Financial Ltd.
DECREASED
Shares13,429 from 14,132
Change-703 (-5%)
Value$3.7M (-$187.6K)
Filed 2026-11-09
Prevail Innovative Wealth Advisors, LLC
INCREASED
Shares13,358 from 9,970
Change+3,388 (+34%)
Value$3.7M (+$957.3K)
Filed 2026-10-20
Compound Planning, Inc.
INCREASED
Shares13,236 from 12,944
Change+292 (+2%)
Value$3.6M (+$81.0K)
Filed 2026-11-09
Fulton Bank, N.A.
INCREASED
Shares13,197 from 12,886
Change+311 (+2%)
Value$3.6M (+$86.3K)
Filed 2026-10-14
Hartline Investment Corp/
DECREASED
Shares13,131 from 18,612
Change-5,481 (-29%)
Value$3.6M (-$1.5M)
Filed 2026-10-29
Reynders McVeigh Capital Management, LLC
DECREASED
Shares13,125 from 13,190
Change-65 (0%)
Value$3.6M (-$16.4K)
Filed 2026-10-30
Modera Wealth Management, LLC
DECREASED
Shares13,121 from 13,370
Change-249 (-2%)
Value$3.6M (-$66.0K)
Filed 2026-10-28
Greenleaf Trust
DECREASED
Shares13,075 from 13,379
Change-304 (-2%)
Value$3.6M (-$81.0K)
Filed 2026-10-29
Pictet North America Advisors SA
INCREASED
Shares13,046 from 10,482
Change+2,564 (+24%)
Value$3.6M (+$699.1K)
Filed 2026-10-21
Bank Pictet & Cie (Europe) AG
INCREASED
Shares12,963 from 8,752
Change+4,211 (+48%)
Value$3.5M (+$1.1M)
Filed 2026-10-20
Burney Co/
DECREASED
Shares12,862 from 12,909
Change-47 (0%)
Value$3.5M (-$11.1K)
Filed 2026-10-15
Myriad Asset Management Advisors LLC
DECREASED
Shares12,787 from 17,504
Change-4,717 (-27%)
Value$3.5M (-$1.3M)
Filed 2026-11-03
Hartford Financial Management Inc.
DECREASED
Shares12,746 from 12,796
Change-50 (0%)
Value$3.5M (-$11.9K)
Filed 2026-10-21
OFI Invest Asset Management
DECREASED
Shares12,718 from 15,286
Change-2,568 (-17%)
Value$3.0M (-$648.9K)
Filed 2026-11-06
Altus Wealth Group LLC
DECREASED
Shares12,628 from 12,689
Change-61 (0%)
Value$3.4M (-$15.0K)
Filed 2026-10-20
Kintegral Advisory, LLC
INCREASED
Shares12,623 from 12,552
Change+71 (+1%)
Value$3.4M (+$21.0K)
Filed 2026-10-16
Harrell Investment Partners, LLC
DECREASED
Shares12,612 from 13,424
Change-812 (-6%)
Value$3.4M (-$219.2K)
Filed 2026-10-15
Community Bank of Raymore
DECREASED
Shares12,609 from 16,609
Change-4,000 (-24%)
Value$3.4M (-$1.1M)
Filed 2026-10-23
First Merchants Corp
INCREASED
Shares12,609 from 11,687
Change+922 (+8%)
Value$3.4M (+$252.4K)
Filed 2026-10-15
Guyasuta Investment Advisors Inc
DECREASED
Shares12,582 from 12,819
Change-237 (-2%)
Value$3.4M (-$62.8K)
Filed 2026-10-15
Mission Wealth Management, LP
DECREASED
Shares12,577 from 18,842
Change-6,265 (-33%)
Value$3.4M (-$1.7M)
Filed 2026-10-15
Moneco Advisors, LLC
INCREASED
Shares12,572 from 5,016
Change+7,556 (+151%)
Value$3.4M (+$2.1M)
Filed 2026-11-05
Great Valley Advisor Group, Inc.
DECREASED
Shares12,500 from 12,520
Change-20 (0%)
Value$3.4M (-$4.1K)
Filed 2026-11-09
Robertson Stephens Wealth Management, LLC
INCREASED
Shares12,373 from 11,109
Change+1,264 (+11%)
Value$3.4M (+$345.5K)
Filed 2026-10-16
Financial Solutions Advisory Group, Inc.
DECREASED
Shares12,260 from 12,458
Change-198 (-2%)
Value$3.5M (-$7.4K)
Filed 2026-10-28
Valmark Advisers, Inc.
INCREASED
Shares12,249 from 11,447
Change+802 (+7%)
Value$3.3M (+$219.8K)
Filed 2026-11-06
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares12,241 from 10,706
Change+1,535 (+14%)
Value$3.3M (+$419.1K)
Filed 2026-10-27
Frank, Rimerman Advisors LLC
INCREASED
Shares12,191 from 12,180
Change+11 (+0%)
Value$3.3M (+$4.6K)
Filed 2026-10-16
Univest Financial Corp
DECREASED
Shares12,183 from 12,657
Change-474 (-4%)
Value$3.3M (-$127.1K)
Filed 2026-11-05
KCM Investment Advisors LLC
UNCHANGED
Shares12,152 from 12,152
Change0 (0%)
Value$3.3M (+$1.6K)
Filed 2026-10-27
WealthPlan Investment Management, LLC
INCREASED
Shares12,143 from 12,099
Change+44 (+0%)
Value$3.3M (+$13.5K)
Filed 2026-10-15
Cambridge Advisors Inc.
DECREASED
Shares12,036 from 12,186
Change-150 (-1%)
Value$3.3M (-$39.2K)
Filed 2026-10-19
JAG Capital Management, LLC
DECREASED
Shares12,008 from 12,154
Change-146 (-1%)
Value$3.3M (-$38.0K)
Filed 2026-11-06
Parcion Private Wealth LLC
INCREASED
Shares11,956 from 11,854
Change+102 (+1%)
Value$3.3M (+$29.3K)
Filed 2026-10-28
Northcape Wealth Management, LLC
DECREASED
Shares11,865 from 11,867
Change-2 (0%)
Value$3.2M (+$833)
Filed 2026-11-04
NLB Skladi, upravljanje premozenja, d.o.o.
DECREASED
Shares11,833 from 14,367
Change-2,534 (-18%)
Value$3.2M (-$687.7K)
Filed 2026-10-22
Laurel Wealth Advisors LLC
INCREASED
Shares11,773 from 11,736
Change+37 (+0%)
Value$3.2M (+$11.6K)
Filed 2026-10-27
Pittenger & Anderson Inc
INCREASED
Shares11,744 from 11,284
Change+460 (+4%)
Value$3.2M (+$126.6K)
Filed 2026-11-02
Valeo Financial Advisors, LLC
INCREASED
Shares11,732 from 11,554
Change+178 (+2%)
Value$3.2M (+$49.8K)
Filed 2026-10-08
Sustainable Insight Capital Management, LLC
DECREASED
Shares11,710 from 25,010
Change-13,300 (-53%)
Value$3.2M (-$3.6M)
Filed 2026-11-06
Waterfront Wealth Inc.
DECREASED
Shares11,678 from 12,035
Change-357 (-3%)
Value$3.4M (-$94.5K)
Filed 2026-11-03
Beacon Bank & Trust
DECREASED
Shares11,664 from 12,989
Change-1,325 (-10%)
Value$3.2M (-$358.9K)
Filed 2026-10-27
Cypress Capital, LLC
INCREASED
Shares11,574 from 11,347
Change+227 (+2%)
Value$3.1M (+$63.2K)
Filed 2026-10-20
Montag A & Associates Inc
INCREASED
Shares11,501 from 11,470
Change+31 (+0%)
Value$3.1M (+$9.9K)
Filed 2026-10-29
Hennessy Advisors Inc
UNCHANGED
Shares11,500 from 11,500
Change0 (0%)
Value$3.1M (+$1.5K)
Filed 2026-10-28
Joel Isaacson & Co., LLC
INCREASED
Shares11,490 from 11,403
Change+87 (+1%)
Value$3.1M (+$25.2K)
Filed 2026-11-05
Founders Financial Securities LLC
INCREASED
Shares11,475 from 11,284
Change+191 (+2%)
Value$3.1M (+$53.4K)
Filed 2026-10-28
Nexus Investment Management ULC
DECREASED
Shares11,456 from 11,706
Change-250 (-2%)
Value$3.1M (-$66.5K)
Filed 2026-10-27
Wealth Intelligence, LLC
DECREASED
Shares11,421 from 11,786
Change-365 (-3%)
Value$3.1M (-$97.8K)
Filed 2026-10-16
Munich Reinsurance Co Stock Corp in Munich
INCREASED
Shares11,413 from 587
Change+10,826 (+1844%)
Value$3.1M (+$2.9M)
Filed 2026-10-30
Carolina Wealth Advisors, LLC
INCREASED
Shares11,323 from 10,960
Change+363 (+3%)
Value$3.1M (+$100.2K)
Filed 2026-10-23
Evergreen Capital Management LLC
INCREASED
Shares11,277 from 11,164
Change+113 (+1%)
Value$3.1M (+$32.4K)
Filed 2026-10-23
Optas, LLC
INCREASED
Shares11,199 from 10,745
Change+454 (+4%)
Value$3.0M (+$124.9K)
Filed 2026-11-09
Rossmore Private Capital
INCREASED
Shares11,187 from 10,942
Change+245 (+2%)
Value$3.0M (+$68.1K)
Filed 2026-10-27
Tema Etfs LLC
INCREASED
Shares11,169 from 10,966
Change+203 (+2%)
Value$3.0M (+$56.7K)
Filed 2026-10-16
Independent Investors Inc
UNCHANGED
Shares11,140 from 11,140
Change0 (0%)
Value$3.0M (+$1.4K)
Filed 2026-10-30
Genus Capital Management Inc.
INCREASED
Shares11,130 from 10,910
Change+220 (+2%)
Value$3.0M (+$61.3K)
Filed 2026-11-04
DeDora Capital, Inc.
DECREASED
Shares11,091 from 11,171
Change-80 (-1%)
Value$3.0M (-$20.4K)
Filed 2026-10-26
Marble Harbor Investment Counsel, LLC
INCREASED
Shares11,032 from 11,030
Change+2 (+0%)
Value$3.0M (+$2.0K)
Filed 2026-11-06
Elyxium Wealth, LLC
DECREASED
Shares11,010 from 11,350
Change-340 (-3%)
Value$3.0M (-$91.0K)
Filed 2026-10-27
Naples Global Advisors, LLC
DECREASED
Shares10,923 from 10,964
Change-41 (0%)
Value$3.0M (-$9.7K)
Filed 2026-11-05
Park National Corp
DECREASED
Shares10,879 from 11,527
Change-648 (-6%)
Value$3.0M (-$174.8K)
Filed 2026-10-05
Correct Capital Wealth Management
DECREASED
Shares10,821 from 10,971
Change-150 (-1%)
Value$2.9M (-$39.4K)
Filed 2026-11-02
University of Texas S AM Investment Management Co
INCREASED
Shares10,778 from 1,962
Change+8,816 (+449%)
Value$2.9M (+$2.4M)
Filed 2026-11-03
Inlet Private Wealth, LLC
UNCHANGED
Shares10,760 from 10,760
Change0 (0%)
Value$2.9M (+$1.4K)
Filed 2026-10-21
Radnor Capital Management, LLC
DECREASED
Shares10,740 from 10,800
Change-60 (-1%)
Value$2.9M (-$14.9K)
Filed 2026-10-23
Jacobi Capital Management LLC
INCREASED
Shares10,576 from 10,532
Change+44 (+0%)
Value$2.9M (+$13.3K)
Filed 2026-11-05
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
DECREASED
Shares10,571 from 11,371
Change-800 (-7%)
Value$2.9M (-$216.2K)
Filed 2026-10-21
Atlantic Edge Private Wealth Management, LLC
INCREASED
Shares10,443 from 10,382
Change+61 (+1%)
Value$2.8M (+$17.8K)
Filed 2026-10-20
Parsons Capital Management Inc
DECREASED
Shares10,424 from 10,546
Change-122 (-1%)
Value$2.8M (-$31.8K)
Filed 2026-10-28
OpenArc Corporate Advisory, LLC
INCREASED
Shares10,318 from 9,468
Change+850 (+9%)
Value$2.8M (+$232.6K)
Filed 2026-10-21
Vivid Wealth Management, LLC
DECREASED
Shares10,307 from 10,469
Change-162 (-2%)
Value$2.8M (-$42.7K)
Filed 2026-10-27
Leavell Investment Management, Inc.
INCREASED
Shares10,296 from 10,129
Change+167 (+2%)
Value$2.8M (+$46.7K)
Filed 2026-11-09
Meyer Handelman Co
UNCHANGED
Shares10,282 from 10,282
Change0 (0%)
Value$2.8M (+$1.3K)
Filed 2026-10-28
Little House Capital LLC
INCREASED
Shares10,277 from 9,996
Change+281 (+3%)
Value$2.8M (+$77.8K)
Filed 2026-11-06
Chemung Canal Trust Co
DECREASED
Shares10,250 from 10,820
Change-570 (-5%)
Value$2.8M (-$154.0K)
Filed 2026-11-04
Capital Investment Advisors, LLC
DECREASED
Shares10,248 from 10,538
Change-290 (-3%)
Value$2.8M (-$77.5K)
Filed 2026-10-22
XML Financial, LLC
INCREASED
Shares10,114 from 9,895
Change+219 (+2%)
Value$2.8M (+$61.0K)
Filed 2026-10-29
Prentiss Smith & Co Inc
DECREASED
Shares10,044 from 20,620
Change-10,576 (-51%)
Value$2.7M (-$2.9M)
Filed 2026-10-27
Platform Technology Partners
DECREASED
Shares10,036 from 10,102
Change-66 (-1%)
Value$2.7M (-$16.6K)
Filed 2026-11-02
Baker Ellis Asset Management LLC
UNCHANGED
Shares9,938 from 9,938
Change0 (0%)
Value$2.7M (+$1.3K)
Filed 2026-10-14
Norden Group LLC
INCREASED
Shares9,860 from 9,855
Change+5 (+0%)
Value$2.7M (+$2.5K)
Filed 2026-10-20
Davis Capital Management
DECREASED
Shares9,736 from 10,018
Change-282 (-3%)
Value$2.6M (-$75.4K)
Filed 2026-10-08
CMH Wealth Management LLC
DECREASED
Shares9,709 from 11,893
Change-2,184 (-18%)
Value$2.6M (-$592.8K)
Filed 2026-10-22
Lowe Brockenbrough & Co Inc
INCREASED
Shares9,693 from 9,656
Change+37 (+0%)
Value$2.6M (+$11.4K)
Filed 2026-11-09
Chesapeake Capital Corp
NEW
Shares9,665
Change+9,665
Value$2.6M
Filed 2026-11-09
Clearstead Trust, LLC
INCREASED
Shares9,625 from 5,253
Change+4,372 (+83%)
Value$2.6M (+$1.2M)
Filed 2026-11-06
Simplicity Wealth,LLC
INCREASED
Shares9,621 from 9,413
Change+208 (+2%)
Value$2.6M (+$57.8K)
Filed 2026-10-23
Biltmore Family Office, LLC
DECREASED
Shares9,612 from 9,733
Change-121 (-1%)
Value$2.6M (-$31.7K)
Filed 2026-11-03
Greg Jennings, LLC
NEW
Shares9,599
Change+9,599
Value$2.6M
Filed 2026-10-19
Louisbourg Investments Inc.
INCREASED
Shares9,587 from 9,551
Change+36 (+0%)
Value$2.3M (+$12.0K)
Filed 2026-10-20
Angeles Wealth Management, LLC
DECREASED
Shares9,557 from 9,617
Change-60 (-1%)
Value$2.6M (-$15.1K)
Filed 2026-10-26
Pine Valley Investments Ltd Liability Co
DECREASED
Shares9,546 from 9,713
Change-167 (-2%)
Value$2.6M (-$44.1K)
Filed 2026-11-09
Trek Financial, LLC
INCREASED
Shares9,514 from 8,464
Change+1,050 (+12%)
Value$2.6M (+$286.8K)
Filed 2026-10-29
Busey Bank
INCREASED
Shares9,500 from 9,409
Change+91 (+1%)
Value$2.6M (+$26.0K)
Filed 2026-10-26
Fragasso Financial Advisors Inc
DECREASED
Shares9,419 from 10,233
Change-814 (-8%)
Value$2.6M (-$161.8K)
Filed 2026-10-13
OmniStar Financial Group, Inc.
INCREASED
Shares9,394 from 3,822
Change+5,572 (+146%)
Value$2.6M (+$1.5M)
Filed 2026-10-26
Tealwood Asset Management Inc
DECREASED
Shares9,386 from 9,488
Change-102 (-1%)
Value$2.6K (-$27)
Filed 2026-10-13
HBK Sorce Advisory LLC
DECREASED
Shares9,371 from 9,455
Change-84 (-1%)
Value$2.8M (-$2.2K)
Filed 2026-11-06
Tritonpoint Wealth, LLC
DECREASED
Shares9,354 from 9,377
Change-23 (0%)
Value$2.5M (-$5.0K)
Filed 2026-10-19
Exchange Bank
DECREASED
Shares9,248 from 9,366
Change-118 (-1%)
Value$2.5M (-$30.9K)
Filed 2026-10-07
Burling Wealth Partners, LLC
DECREASED
Shares9,208 from 9,235
Change-27 (0%)
Value$2.5M (-$6.1K)
Filed 2026-11-09
Impact Capital Partners LLC
INCREASED
Shares9,165 from 9,163
Change+2 (+0%)
Value$2.5M (+$1.8K)
Filed 2026-10-22
Journey Advisory Group, LLC
DECREASED
Shares9,143 from 9,187
Change-44 (0%)
Value$2.5M (-$10.8K)
Filed 2026-11-04
Axxcess Wealth Management, LLC
DECREASED
Shares9,142 from 17,363
Change-8,221 (-47%)
Value$2.5M (-$2.2M)
Filed 2026-10-21
Beacon Investment Advisory Services, Inc.
DECREASED
Shares9,124 from 9,134
Change-10 (0%)
Value$2.5M (-$1.5K)
Filed 2026-10-13
Sachem Hill LLC
INCREASED
Shares9,089 from 6,173
Change+2,916 (+47%)
Value$2.5M (+$794.5K)
Filed 2026-10-14
Obermeyer Wealth Partners
INCREASED
Shares9,057 from 9,053
Change+4 (+0%)
Value$2.5M (+$2.3K)
Filed 2026-10-21
Avity Investment Management Inc.
UNCHANGED
Shares9,019 from 9,019
Change0 (0%)
Value$2.5M (+$1.2K)
Filed 2026-10-09
CrossGen Wealth, LLC
INCREASED
Shares9,014 from 8,832
Change+182 (+2%)
Value$2.5M (+$50.5K)
Filed 2026-10-30
Wedgewood Investors Inc
DECREASED
Shares8,995 from 9,065
Change-70 (-1%)
Value$2.4M (-$17.9K)
Filed 2026-10-28
Washington Trust Co
DECREASED
Shares8,907 from 9,191
Change-284 (-3%)
Value$2.4M (-$76.0K)
Filed 2026-10-22
Connecticut Wealth Management, LLC
DECREASED
Shares8,901 from 10,157
Change-1,256 (-12%)
Value$2.4M (-$340.7K)
Filed 2026-10-13
MCF Advisors LLC
INCREASED
Shares8,867 from 8,819
Change+48 (+1%)
Value$2.4M (+$14.0K)
Filed 2026-10-28
Northstar Asset Management Co
DECREASED
Shares8,849 from 9,489
Change-640 (-7%)
Value$2.5M (-$368.8K)
Filed 2026-10-22
Aviance Capital Partners, LLC
INCREASED
Shares8,792 from 8,756
Change+36 (+0%)
Value$2.4M (+$10.9K)
Filed 2026-10-29
Family Legacy, Inc.
INCREASED
Shares8,728 from 8,598
Change+130 (+2%)
Value$2.4M (+$36.5K)
Filed 2026-10-13
Ascentis Independent Advisors
INCREASED
Shares8,721 from 66
Change+8,655 (+13114%)
Value$2.4M (+$2.4M)
Filed 2026-11-03
Geneos Wealth Management Inc.
INCREASED
Shares8,714 from 7,634
Change+1,080 (+14%)
Value$2.4M (+$294.9K)
Filed 2026-11-09
Harbor Investment Advisory, LLC
INCREASED
Shares8,701 from 8,698
Change+3 (+0%)
Value$2.4M (+$1.8K)
Filed 2026-10-13
Wolff Wiese Magana LLC
INCREASED
Shares8,671 from 8,616
Change+55 (+1%)
Value$2.4M (+$16.2K)
Filed 2026-10-15
Pflug Koory, LLC
DECREASED
Shares8,602 from 8,605
Change-3 (0%)
Value$2.3M (+$302)
Filed 2026-10-26
Capital Asset Advisory Services LLC
INCREASED
Shares8,549 from 8,403
Change+146 (+2%)
Value$2.5M (+$262.8K)
Filed 2026-10-30
Hazlett, Burt & Watson, Inc.
DECREASED
Shares8,534 from 8,556
Change-22 (0%)
Value$2.3K (-$2.3M)
Filed 2026-11-04
Yankcom Partnership
DECREASED
Shares8,491 from 8,946
Change-455 (-5%)
Value$2.3M (-$122.7K)
Filed 2026-10-15
Ipswich Investment Management Co., Inc.
DECREASED
Shares8,485 from 9,135
Change-650 (-7%)
Value$2.3M (-$175.7K)
Filed 2026-10-13
Fire Capital Management LLC
INCREASED
Shares8,439 from 6,826
Change+1,613 (+24%)
Value$2.3M (+$439.9K)
Filed 2026-10-27
Studio Investment Management LLC
DECREASED
Shares8,418 from 8,832
Change-414 (-5%)
Value$2.3M (-$111.5K)
Filed 2026-10-22
Manchester Capital Management LLC
DECREASED
Shares8,301 from 8,694
Change-393 (-5%)
Value$2.3M (-$105.8K)
Filed 2026-10-22
Perigon Wealth Management, LLC
DECREASED
Shares8,297 from 9,036
Change-739 (-8%)
Value$2.3M (-$200.0K)
Filed 2026-10-22
RFG Advisory, LLC
INCREASED
Shares8,293 from 8,154
Change+139 (+2%)
Value$2.3M (+$38.7K)
Filed 2026-11-03
Arrow Financial Corp
DECREASED
Shares8,287 from 8,341
Change-54 (-1%)
Value$2.3M (-$13.6K)
Filed 2026-10-26
Accretive Wealth Partners, LLC
INCREASED
Shares8,212 from 8,027
Change+185 (+2%)
Value$2.2M (+$51.4K)
Filed 2026-11-06
Phoenix Wealth Advisors
DECREASED
Shares8,185 from 8,825
Change-640 (-7%)
Value$2.2M (-$173.0K)
Filed 2026-11-03
Aull & Monroe Investment Management Corp
DECREASED
Shares8,184 from 8,414
Change-230 (-3%)
Value$2.2M (-$61.5K)
Filed 2026-10-16
Canandaigua National Bank & Trust Co
DECREASED
Shares8,139 from 8,428
Change-289 (-3%)
Value$2.2M (-$77.6K)
Filed 2026-10-07
West Michigan Advisors, LLC
INCREASED
Shares8,098 from 8,091
Change+7 (+0%)
Value$2.2M (+$3.0K)
Filed 2026-11-09
Telos Capital Management, Inc.
DECREASED
Shares8,093 from 8,094
Change-1 (0%)
Value$2.2M (+$780)
Filed 2026-11-02
Cottage Street Advisors LLC
DECREASED
Shares8,071 from 8,371
Change-300 (-4%)
Value$2.2M (-$81.5K)
Filed 2026-10-19
CWA Asset Management Group, LLC
DECREASED
Shares8,067 from 8,120
Change-53 (-1%)
Value$2.2M (-$13.3K)
Filed 2026-10-19
Allegheny Financial Group
DECREASED
Shares8,066 from 8,168
Change-102 (-1%)
Value$2.2M (-$26.6K)
Filed 2026-11-05
Aaron Wealth Advisors LLC
DECREASED
Shares8,060 from 9,073
Change-1,013 (-11%)
Value$2.2M (-$274.5K)
Filed 2026-10-13
Cassaday & Co Wealth Management LLC
INCREASED
Shares8,024 from 7,918
Change+106 (+1%)
Value$2.2M (+$29.8K)
Filed 2026-10-27
Deseret Mutual Benefit Administrators
INCREASED
Shares8,021 from 7,959
Change+62 (+1%)
Value$2.2M (+$17.9K)
Filed 2026-11-04
Blume Capital Management, Inc.
DECREASED
Shares8,012 from 8,412
Change-400 (-5%)
Value$2.2M (-$107.8K)
Filed 2026-10-26
Oakworth Capital, Inc.
INCREASED
Shares7,979 from 7,943
Change+36 (+0%)
Value$2.2M (+$8.2K)
Filed 2026-10-26
Avidian Wealth Enterprises, LLC
DECREASED
Shares7,952 from 7,998
Change-46 (-1%)
Value$2.2M (-$11.6K)
Filed 2026-10-08
Howland Capital Management LLC
DECREASED
Shares7,919 from 8,106
Change-187 (-2%)
Value$2.2M (-$49.8K)
Filed 2026-10-22
Kingswood Wealth Advisors, LLC
INCREASED
Shares7,910 from 7,191
Change+719 (+10%)
Value$2.2M (+$196.5K)
Filed 2026-10-23
Natural Investments, LLC
INCREASED
Shares7,908 from 7,832
Change+76 (+1%)
Value$2.2M (+$22.0K)
Filed 2026-11-06
Gateway Investment Advisers LLC
INCREASED
Shares7,906 from 6,116
Change+1,790 (+29%)
Value$2.2M (+$488.1K)
Filed 2026-10-13
Csenge Advisory Group
INCREASED
Shares7,851 from 7,624
Change+227 (+3%)
Value$2.1M (+$62.7K)
Filed 2026-11-04
Sowell Financial Services LLC
INCREASED
Shares7,847 from 7,171
Change+676 (+9%)
Value$2.1M (+$184.9K)
Filed 2026-10-23
Parallel Advisors, LLC
INCREASED
Shares7,829 from 6,839
Change+990 (+14%)
Value$2.1M (+$270.3K)
Filed 2026-11-03
Wendell David Associates Inc
DECREASED
Shares7,815 from 8,220
Change-405 (-5%)
Value$2.1K (-$2.2M)
Filed 2026-10-27
Orser Capital Management, LLC
INCREASED
Shares7,807 from 7,015
Change+792 (+11%)
Value$2.1M (+$216.4K)
Filed 2026-10-13
Great Lakes Advisors, LLC
INCREASED
Shares7,779 from 6,932
Change+847 (+12%)
Value$2.1M (+$231.4K)
Filed 2026-11-06
Good Steward Wealth Advisors,LLC
DECREASED
Shares7,747 from 7,795
Change-48 (-1%)
Value$2.1M (-$12.0K)
Filed 2026-11-06
Legacy Financial Advisors, Inc.
DECREASED
Shares7,697 from 7,723
Change-26 (0%)
Value$2.1M (-$5.9K)
Filed 2026-11-09
Piscataqua Savings Bank
DECREASED
Shares7,678 from 7,909
Change-231 (-3%)
Value$2.1M (-$61.9K)
Filed 2026-10-21
Adelphi Trust Co
DECREASED
Shares7,571 from 7,765
Change-194 (-2%)
Value$2.1M (-$51.8K)
Filed 2026-10-05
AlTi Global, Inc.
DECREASED
Shares7,560 from 11,962
Change-4,402 (-37%)
Value$2.1M (-$1.2M)
Filed 2026-11-09
Birch Hill Investment Advisors LLC
DECREASED
Shares7,558 from 7,778
Change-220 (-3%)
Value$2.1M (-$58.9K)
Filed 2026-10-16
Bennett Selby Investments LP
INCREASED
Shares7,539 from 7,538
Change+1 (+0%)
Value$2.1M (+$1.3K)
Filed 2026-10-19
Coastline Trust Co
DECREASED
Shares7,455 from 7,636
Change-181 (-2%)
Value$2.0M (-$48.3K)
Filed 2026-10-01
Nwam LLC
INCREASED
Shares7,424 from 7,364
Change+60 (+1%)
Value$2.0M (+$17.4K)
Filed 2026-11-09
Nvwm, LLC
INCREASED
Shares7,406 from 7,371
Change+35 (+0%)
Value$2.0M (+$10.5K)
Filed 2026-10-14
Boomfish Wealth Group, LLC
DECREASED
Shares7,396 from 7,463
Change-67 (-1%)
Value$2.0M (-$17.3K)
Filed 2026-10-22
Moody National Bank Trust Division
INCREASED
Shares7,394 from 7,111
Change+283 (+4%)
Value$2.0M (+$77.9K)
Filed 2026-10-06
Oliver Luxxe Assets LLC
DECREASED
Shares7,392 from 7,427
Change-35 (0%)
Value$2.0M (-$8.6K)
Filed 2026-10-14
Aprio Wealth Management, LLC
INCREASED
Shares7,291 from 6,082
Change+1,209 (+20%)
Value$2.0M (+$329.7K)
Filed 2026-10-28
Pinnacle West Asset Management, Inc.
DECREASED
Shares7,290 from 7,355
Change-65 (-1%)
Value$2.0K (-$2.0M)
Filed 2026-11-09
Essex Bank
DECREASED
Shares7,271 from 7,295
Change-24 (0%)
Value$2.0M (-$5.6K)
Filed 2026-10-16
Allen Capital Group, LLC
DECREASED
Shares7,264 from 7,518
Change-254 (-3%)
Value$2.0M (-$68.3K)
Filed 2026-10-27
AMG National Trust Bank
INCREASED
Shares7,186 from 7,084
Change+102 (+1%)
Value$2.0M (+$28.6K)
Filed 2026-11-05
Wedmont Private Capital
INCREASED
Shares7,184 from 5,718
Change+1,466 (+26%)
Value$2.0M (+$357.6K)
Filed 2026-10-09
Bath Savings Trust Co
DECREASED
Shares7,124 from 7,649
Change-525 (-7%)
Value$1.9M (-$141.9K)
Filed 2026-10-07
Lynch & Associates
INCREASED
Shares7,103 from 7,009
Change+94 (+1%)
Value$1.9M (+$26.5K)
Filed 2026-10-13
Independence Bank of Kentucky
DECREASED
Shares7,050 from 7,052
Change-2 (0%)
Value$1.9M (+$373)
Filed 2026-10-26
Parr Mcknight Wealth Management Group, LLC
DECREASED
Shares7,047 from 7,303
Change-256 (-4%)
Value$1.9M (-$68.7K)
Filed 2026-10-30
Independent Financial Group, LLC
INCREASED
Shares7,024 from 6,373
Change+651 (+10%)
Value$1.9M (+$178.0K)
Filed 2026-10-13
Kennebec Savings Bank
DECREASED
Shares7,021 from 7,710
Change-689 (-9%)
Value$1.9M (-$186.5K)
Filed 2026-10-22
Marion Wealth Management
INCREASED
Shares6,974 from 6,873
Change+101 (+1%)
Value$1.9M (+$28.4K)
Filed 2026-10-22
General Partner, Inc.
UNCHANGED
Shares6,957 from 6,957
Change0 (0%)
Value$1.9M (+$905)
Filed 2026-10-05
Central Bank & Trust Co
UNCHANGED
Shares6,947 from 6,947
Change0 (0%)
Value$1.9M (+$903)
Filed 2026-10-09
Palisade Asset Management, LLC
DECREASED
Shares6,921 from 6,963
Change-42 (-1%)
Value$1.9M (-$10.5K)
Filed 2026-11-03
Brandywine OAK Private Wealth LLC
INCREASED
Shares6,919 from 6,917
Change+2 (+0%)
Value$1.9M (+$1.4K)
Filed 2026-10-23
Culbertson A N & Co Inc
DECREASED
Shares6,914 from 6,944
Change-30 (0%)
Value$1.9M (-$7.3K)
Filed 2026-10-21
Security National Bank
INCREASED
Shares6,863 from 6,739
Change+124 (+2%)
Value$1.9M (+$34.6K)
Filed 2026-10-26
Koshinski Asset Management, Inc.
INCREASED
Shares6,821 from 6,689
Change+132 (+2%)
Value$1.9M (+$36.9K)
Filed 2026-10-29
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares6,814 from 3,909
Change+2,905 (+74%)
Value$1.9M (+$791.2K)
Filed 2026-10-14
Rydar Equities, Inc.
INCREASED
Shares6,803 from 6,768
Change+35 (+1%)
Value$1.9M (-$165.7K)
Filed 2026-10-13
Dorato Capital Management
INCREASED
Shares6,798 from 6,346
Change+452 (+7%)
Value$1.9M (+$46.2K)
Filed 2026-10-08
Harbour Investments, Inc.
DECREASED
Shares6,797 from 11,305
Change-4,508 (-40%)
Value$1.8M (-$1.2M)
Filed 2026-11-09
Sky Investment Group LLC
DECREASED
Shares6,796 from 6,811
Change-15 (0%)
Value$1.8M (-$3.2K)
Filed 2026-10-30
CoreCap Advisors, LLC
INCREASED
Shares6,767 from 6,294
Change+473 (+8%)
Value$1.8M (+$129.5K)
Filed 2026-10-08
Montecito Bank & Trust
DECREASED
Shares6,754 from 6,871
Change-117 (-2%)
Value$1.8M (-$30.9K)
Filed 2026-10-01
Aspiriant, LLC
INCREASED
Shares6,752 from 6,611
Change+141 (+2%)
Value$1.8M (+$39.2K)
Filed 2026-10-16
Philadelphia Trust Co
DECREASED
Shares6,748 from 6,974
Change-226 (-3%)
Value$1.8K (-$1.9M)
Filed 2026-11-05
Portside Wealth Group, LLC
INCREASED
Shares6,713 from 6,647
Change+66 (+1%)
Value$1.8M (+$18.8K)
Filed 2026-10-20
Formidable Asset Management, LLC
DECREASED
Shares6,693 from 6,902
Change-209 (-3%)
Value$1.8M (+$145.8K)
Filed 2026-11-03
Patten & Patten Inc
INCREASED
Shares6,687 from 6,680
Change+7 (+0%)
Value$1.8M (+$2.8K)
Filed 2026-10-26
Lederer & Associates Investment Counsel
DECREASED
Shares6,676 from 6,763
Change-87 (-1%)
Value$1.8K (-$23)
Filed 2026-10-23
Massachusetts Wealth Management
INCREASED
Shares6,660 from 6,643
Change+17 (+0%)
Value$1.8M (+$5.5K)
Filed 2026-10-21
Garrett Wealth Advisory Group, LLC
DECREASED
Shares6,627 from 6,633
Change-6 (0%)
Value$1.8M (-$690)
Filed 2026-10-22
Tower View Wealth Management LLC
INCREASED
Shares6,603 from 4,197
Change+2,406 (+57%)
Value$1.8M (+$655.1K)
Filed 2026-10-23
Newman Dignan & Sheerar, Inc.
DECREASED
Shares6,568 from 7,968
Change-1,400 (-18%)
Value$1.8M (-$379.9K)
Filed 2026-10-21
Able Financial Group, LLC
INCREASED
Shares6,521 from 6,187
Change+334 (+5%)
Value$1.8M (+$91.7K)
Filed 2026-10-14
Peddock Capital Advisors, LLC
DECREASED
Shares6,520 from 6,626
Change-106 (-2%)
Value$1.8M (-$28.0K)
Filed 2026-10-16
King Wealth Management Group
DECREASED
Shares6,508 from 6,512
Change-4 (0%)
Value$1.8K (-$1.8M)
Filed 2026-11-09
Archford Capital Strategies, LLC
INCREASED
Shares6,485 from 6,213
Change+272 (+4%)
Value$1.8M (+$74.8K)
Filed 2026-10-19
Summit Wealth Group LLC / Co
INCREASED
Shares6,483 from 2,061
Change+4,422 (+215%)
Value$1.8M (+$1.2M)
Filed 2026-10-29
Center for Financial Planning, Inc.
INCREASED
Shares6,483 from 4,764
Change+1,719 (+36%)
Value$1.8M (+$468.4K)
Filed 2026-10-26
Caldwell Sutter Capital, Inc.
DECREASED
Shares6,456 from 6,602
Change-146 (-2%)
Value$1.8M (-$38.9K)
Filed 2026-11-09
Cornerstone Wealth Management, LLC
DECREASED
Shares6,448 from 6,468
Change-20 (0%)
Value$1.8M (-$4.6K)
Filed 2026-11-04
Summit Asset Management, LLC
DECREASED
Shares6,417 from 6,452
Change-35 (-1%)
Value$1.7M (-$8.6K)
Filed 2026-11-05
Magnus Financial Group LLC
INCREASED
Shares6,358 from 6,311
Change+47 (+1%)
Value$1.7M (+$13.8K)
Filed 2026-10-21
Granite Investment Partners, LLC
UNCHANGED
Shares6,354 from 6,354
Change0 (0%)
Value$1.7M (+$826)
Filed 2026-11-04
Tectonic Advisors LLC
INCREASED
Shares6,345 from 5,972
Change+373 (+6%)
Value$1.7M (+$102.2K)
Filed 2026-10-22
Encompass More Asset Management
NEW
Shares6,316
Change+6,316
Value$1.7M
Filed 2026-10-16
Bryn Mawr Trust Advisors, LLC
INCREASED
Shares6,254 from 6,251
Change+3 (+0%)
Value$1.7M (+$1.5K)
Filed 2026-11-04
Principle Wealth Partners LLC
INCREASED
Shares6,198 from 6,121
Change+77 (+1%)
Value$1.7M (+$21.8K)
Filed 2026-11-02
Cidel Asset Management Inc
DECREASED
Shares6,192 from 6,592
Change-400 (-6%)
Value$1.7M (-$108.0K)
Filed 2026-10-29
Integrated Advisors Network LLC
DECREASED
Shares6,187 from 6,213
Change-26 (0%)
Value$1.7M (-$6.2K)
Filed 2026-10-20
Blue Trust, Inc.
DECREASED
Shares6,175 from 6,714
Change-539 (-8%)
Value$1.7M (-$145.7K)
Filed 2026-10-15
Altura Wealth Advisors Inc.
INCREASED
Shares6,174 from 5,621
Change+553 (+10%)
Value$1.7M (+$151.2K)
Filed 2026-10-22
MTM Investment Management, LLC
DECREASED
Shares6,171 from 6,279
Change-108 (-2%)
Value$1.7M (-$28.6K)
Filed 2026-10-30
Sunpointe, LLC
INCREASED
Shares6,170 from 4,846
Change+1,324 (+27%)
Value$1.7M (+$360.9K)
Filed 2026-10-22
ICW Investment Advisors LLC
DECREASED
Shares6,154 from 6,302
Change-148 (-2%)
Value$1.7M (-$39.3K)
Filed 2026-10-27
Gerald Baker Financial Group LLC
UNCHANGED
Shares6,143 from 6,143
Change0 (0%)
Value$1.7M (+$798)
Filed 2026-10-09
Bull Street Advisors, LLC
UNCHANGED
Shares6,105 from 6,105
Change0 (0%)
Value$1.7K (-$1.7M)
Filed 2026-10-20
Premier Path Wealth Partners, LLC
INCREASED
Shares6,094 from 5,868
Change+226 (+4%)
Value$1.7M (+$62.4K)
Filed 2026-10-16
Gilliland Jeter Wealth Management LLC
DECREASED
Shares6,080 from 6,105
Change-25 (0%)
Value$1.7M (-$6.0K)
Filed 2026-10-28
TMB Capital Partners, LLC
INCREASED
Shares6,068 from 5,999
Change+69 (+1%)
Value$1.7M (+$19.7K)
Filed 2026-10-20
First County Bank
DECREASED
Shares6,067 from 6,185
Change-118 (-2%)
Value$1.7M (-$31.3K)
Filed 2026-10-13
Sloy Dahl & Holst, LLC
UNCHANGED
Shares6,050 from 6,050
Change0 (0%)
Value$1.6M (+$787)
Filed 2026-10-14
Brian LOW Financial Group, LLC
INCREASED
Shares6,037 from 5,803
Change+234 (+4%)
Value$1.6M (+$64.5K)
Filed 2026-10-28
First Command Advisory Services, Inc.
INCREASED
Shares6,021 from 5,216
Change+805 (+15%)
Value$1.6M (+$223.7K)
Filed 2026-11-05
Heritage Wealth Management, Inc.
DECREASED
Shares5,992 from 6,226
Change-234 (-4%)
Value$1.6M (-$63.0K)
Filed 2026-10-28
Atlas Brown,Inc.
INCREASED
Shares5,941 from 5,938
Change+3 (+0%)
Value$1.6M (+$1.6K)
Filed 2026-10-09
Nilsine Partners, LLC
INCREASED
Shares5,886 from 5,785
Change+101 (+2%)
Value$1.6M (+$28.2K)
Filed 2026-11-02
Heartwood Wealth Advisors LLC
DECREASED
Shares5,879 from 6,058
Change-179 (-3%)
Value$1.6M (-$47.9K)
Filed 2026-10-05
Navalign, LLC
DECREASED
Shares5,874 from 6,012
Change-138 (-2%)
Value$1.6M (-$36.9K)
Filed 2026-11-09
Nichols & Pratt Advisers LLP
DECREASED
Shares5,838 from 6,088
Change-250 (-4%)
Value$1.6M (-$65.5K)
Filed 2026-10-13
Nicholas Hoffman & Company, Llc.
DECREASED
Shares5,837 from 5,951
Change-114 (-2%)
Value$1.6M (-$30.4K)
Filed 2026-10-30
Stiles Financial Services Inc
DECREASED
Shares5,815 from 5,826
Change-11 (0%)
Value$1.6M (-$2.2K)
Filed 2026-10-30
Chesapeake Wealth Management
DECREASED
Shares5,812 from 6,009
Change-197 (-3%)
Value$1.6M (-$52.8K)
Filed 2026-11-09
Delta Financial Advisors LLC
INCREASED
Shares5,803 from 5,613
Change+190 (+3%)
Value$1.6M (+$52.4K)
Filed 2026-10-27
Titiun Yejiel
UNCHANGED
Shares5,800 from 5,800
Change0 (0%)
Value$1.6M (+$754)
Filed 2026-11-06
Councilmark Asset Management, LLC
UNCHANGED
Shares5,788 from 5,788
Change0 (0%)
Value$1.6M (+$752)
Filed 2026-10-20
Cornell Pochily Investment Advisors, Inc.
UNCHANGED
Shares5,760 from 5,760
Change0 (0%)
Value$1.6M (+$749)
Filed 2026-10-19
Bluedoor Private Wealth, LLC
DECREASED
Shares5,753 from 5,847
Change-94 (-2%)
Value$1.6M (-$24.8K)
Filed 2026-11-05
Finivi Inc.
INCREASED
Shares5,731 from 5,491
Change+240 (+4%)
Value$1.6M (+$66.2K)
Filed 2026-10-13
EverSource Wealth Advisors, LLC
INCREASED
Shares5,671 from 5,334
Change+337 (+6%)
Value$1.5M (+$92.4K)
Filed 2026-11-04
Malaga Cove Capital, LLC
INCREASED
Shares5,654 from 5,400
Change+254 (+5%)
Value$1.5M (+$69.8K)
Filed 2026-10-23
Middleton & Co Inc
UNCHANGED
Shares5,643 from 5,643
Change0 (0%)
Value$1.5M (+$734)
Filed 2026-10-23
Boit C F David
UNCHANGED
Shares5,625 from 5,625
Change0 (0%)
Value$1.5M (+$731)
Filed 2026-10-29
Sentinel Trust Co LBA
UNCHANGED
Shares5,624 from 5,624
Change0 (0%)
Value$1.5K ($0)
Filed 2026-11-03
Physicians Financial Services, Inc.
UNCHANGED
Shares5,619 from 5,619
Change0 (0%)
Value$1.5K (-$1.5M)
Filed 2026-11-04
Patrick M Sweeney & Associates, Inc
INCREASED
Shares5,603 from 5,598
Change+5 (+0%)
Value$1.5M (+$2.2K)
Filed 2026-10-22
Chicago Capital, LLC
INCREASED
Shares5,563 from 5,416
Change+147 (+3%)
Value$1.5M (+$40.8K)
Filed 2026-10-13
Parkside Financial Bank & Trust
DECREASED
Shares5,563 from 5,670
Change-107 (-2%)
Value$1.5M (-$28.6K)
Filed 2026-10-27
Sigma Planning Corp
INCREASED
Shares5,560 from 4,329
Change+1,231 (+28%)
Value$1.5M (+$327.6K)
Filed 2026-10-23
Roberts Wealth Advisors, LLC
DECREASED
Shares5,550 from 5,608
Change-58 (-1%)
Value$1.5M (-$15.1K)
Filed 2026-10-14
Cigna Investments Inc
DECREASED
Shares5,541 from 5,583
Change-42 (-1%)
Value$1.5K (-$1.5M)
Filed 2026-10-19
Legacy Wealth Management, LLC / MS
DECREASED
Shares5,532 from 5,632
Change-100 (-2%)
Value$1.5M (-$26.5K)
Filed 2026-10-30
Brady Family Wealth, LLC
UNCHANGED
Shares5,532 from 5,532
Change0 (0%)
Value$1.5M (+$719)
Filed 2026-11-02
Drive Wealth Management, LLC
DECREASED
Shares5,525 from 5,588
Change-63 (-1%)
Value$1.5M (-$16.2K)
Filed 2026-11-09
CLG LLC
INCREASED
Shares5,495 from 5,469
Change+26 (+0%)
Value$1.5M (+$7.6K)
Filed 2026-10-13
PDS Planning, Inc
INCREASED
Shares5,494 from 5,469
Change+25 (+0%)
Value$1.5M (+$7.5K)
Filed 2026-11-03
Pine Haven Investment Counsel, Inc
INCREASED
Shares5,490 from 5,467
Change+23 (+0%)
Value$1.5M (+$7.0K)
Filed 2026-11-02
Alpha Omega Wealth Management LLC
UNCHANGED
Shares5,438 from 5,438
Change0 (0%)
Value$1.5M (+$707)
Filed 2026-10-23
Trust Point Inc.
DECREASED
Shares5,390 from 5,503
Change-113 (-2%)
Value$1.5M (-$30.0K)
Filed 2026-10-27
Hiley Hunt Wealth Management
DECREASED
Shares5,378 from 5,397
Change-19 (0%)
Value$1.5M (-$4.4K)
Filed 2026-10-08
Armstrong, Fleming & Moore, Inc
DECREASED
Shares5,318 from 5,349
Change-31 (-1%)
Value$1.4M (-$7.7K)
Filed 2026-10-28
Knuff & Co LLC
UNCHANGED
Shares5,310 from 5,310
Change0 (0%)
Value$1.4M (+$690)
Filed 2026-11-06
Alkeme Wealth, LLC
DECREASED
Shares5,281 from 5,321
Change-40 (-1%)
Value$1.4M (-$10.2K)
Filed 2026-10-08
B. Riley Wealth Advisors, Inc.
INCREASED
Shares5,277 from 4,486
Change+791 (+18%)
Value$1.4M (+$212.8K)
Filed 2026-10-13
Meridian Financial Partners LLC
INCREASED
Shares5,268 from 5,248
Change+20 (+0%)
Value$1.5M (+$7.7K)
Filed 2026-10-23
American State Bank (Iowa)
INCREASED
Shares5,233 from 4,928
Change+305 (+6%)
Value$1.4M (+$83.6K)
Filed 2026-11-03
71 West Capital Partners
INCREASED
Shares5,224 from 5,085
Change+139 (+3%)
Value$1.4M (+$38.5K)
Filed 2026-11-04
Community Bank, N.A.
INCREASED
Shares5,216 from 5,076
Change+140 (+3%)
Value$1.4M (+$38.7K)
Filed 2026-11-06
Childress Capital Advisors, LLC
INCREASED
Shares5,188 from 5,157
Change+31 (+1%)
Value$1.4M (+$9.2K)
Filed 2026-10-28
Courage Miller Partners, LLC
UNCHANGED
Shares5,188 from 5,188
Change0 (0%)
Value$1.4M (+$770)
Filed 2026-10-21
Cox Capital Mgt LLC
DECREASED
Shares5,172 from 5,214
Change-42 (-1%)
Value$1.4M (-$10.7K)
Filed 2026-10-07
Bank of Stockton
DECREASED
Shares5,170 from 5,814
Change-644 (-11%)
Value$1.4M (-$174.5K)
Filed 2026-10-20
CenterBook Partners LP
DECREASED
Shares5,168 from 9,856
Change-4,688 (-48%)
Value$1.4M (-$1.3M)
Filed 2026-11-02
Avantax Planning Partners, Inc.
INCREASED
Shares5,165 from 5,109
Change+56 (+1%)
Value$1.4M (+$15.8K)
Filed 2026-11-03
Elmwood Wealth Management, Inc.
DECREASED
Shares5,123 from 5,162
Change-39 (-1%)
Value$1.4M (-$9.9K)
Filed 2026-10-14
Hamilton Point Investment Advisors, LLC
DECREASED
Shares5,109 from 5,253
Change-144 (-3%)
Value$1.4M (-$38.5K)
Filed 2026-11-03
HighPoint Advisor Group LLC
INCREASED
Shares5,107 from 4,961
Change+146 (+3%)
Value$1.4M (+$40.5K)
Filed 2026-11-09
Larson Financial Group LLC
INCREASED
Shares5,086 from 4,684
Change+402 (+9%)
Value$1.4M (+$109.9K)
Filed 2026-11-05
Institute for Wealth Management, Llc.
INCREASED
Shares5,085 from 5,083
Change+2 (+0%)
Value$1.4M (+$1.1K)
Filed 2026-11-06
Gryphon Financial Partners LLC
INCREASED
Shares5,084 from 5,018
Change+66 (+1%)
Value$1.4M (+$18.6K)
Filed 2026-11-04
Zions Bancorporation, National Association
DECREASED
Shares5,078 from 5,147
Change-69 (-1%)
Value$1.4M (-$18.1K)
Filed 2026-11-06
Procyon Advisors, LLC
INCREASED
Shares5,071 from 4,958
Change+113 (+2%)
Value$1.4M (+$31.5K)
Filed 2026-10-21
Pinnacle Bancorp, Inc.
DECREASED
Shares5,062 from 5,085
Change-23 (0%)
Value$1.4M (-$5.6K)
Filed 2026-10-21
Citizens & Northern Corp
DECREASED
Shares5,044 from 5,049
Change-5 (0%)
Value$1.4M (-$704)
Filed 2026-11-06
Realta Investment Advisors
INCREASED
Shares5,043 from 4,943
Change+100 (+2%)
Value$1.4M (+$27.9K)
Filed 2026-10-14
PFC Capital Group, Inc.
UNCHANGED
Shares5,037 from 5,037
Change0 (0%)
Value$1.4M (+$719)
Filed 2026-11-06
Mechanics Bank Trust Department
DECREASED
Shares5,026 from 5,143
Change-117 (-2%)
Value$1.4M (-$31.2K)
Filed 2026-10-13
Krilogy Financial LLC
INCREASED
Shares5,015 from 4,926
Change+89 (+2%)
Value$1.4M (+$72.2K)
Filed 2026-10-13
Ballast, Inc.
UNCHANGED
Shares5,009 from 5,009
Change0 (0%)
Value$1.4M (+$651)
Filed 2026-10-20
Fiduciary Family Office, LLC
INCREASED
Shares5,007 from 998
Change+4,009 (+402%)
Value$1.4M (+$1.1M)
Filed 2026-11-04
Analyst IMS Investment Management Services Ltd.
INCREASED
Shares4,973 from 4,036
Change+937 (+23%)
Value$1.4K (-$1.1M)
Filed 2026-11-05
Burns J W & Co Inc
DECREASED
Shares4,961 from 4,986
Change-25 (0%)
Value$1.4M (-$6.2K)
Filed 2026-10-20
Aries Wealth Management
DECREASED
Shares4,948 from 5,030
Change-82 (-2%)
Value$1.3M (-$21.7K)
Filed 2026-10-23
Profund Advisors LLC
DECREASED
Shares4,940 from 5,752
Change-812 (-14%)
Value$1.3M (-$220.2K)
Filed 2026-10-29
Carlton Hofferkamp & Jenks Wealth Management, LLC
DECREASED
Shares4,899 from 4,999
Change-100 (-2%)
Value$1.4M (-$53.5K)
Filed 2026-10-21
Wealthcare Advisory Partners LLC
INCREASED
Shares4,882 from 4,341
Change+541 (+12%)
Value$1.3M (+$147.9K)
Filed 2026-10-21
Silver Lake Advisory, LLC
INCREASED
Shares4,880 from 4,858
Change+22 (+0%)
Value$1.3M (+$6.5K)
Filed 2026-10-22
Todd Asset Management LLC
DECREASED
Shares4,877 from 4,905
Change-28 (-1%)
Value$1.3M (-$7.0K)
Filed 2026-10-27
Braeburn Wealth Management LLC
INCREASED
Shares4,869 from 4,542
Change+327 (+7%)
Value$1.3M (+$89.6K)
Filed 2026-10-15
Mattern Wealth Management LLC
UNCHANGED
Shares4,836 from 4,836
Change0 (0%)
Value$1.3M (+$629)
Filed 2026-11-04
Archer Investment Corp
INCREASED
Shares4,813 from 4,812
Change+1 (+0%)
Value$1.3M (+$820)
Filed 2026-11-05
Rudd Co d/b/a Styre Wealth
NEW
Shares4,809
Change+4,809
Value$1.4M
Filed 2026-10-29
Allen Investment Management, LLC
UNCHANGED
Shares4,804 from 4,804
Change0 (0%)
Value$1.3M (+$625)
Filed 2026-11-03
Oxler Private Wealth LLC
INCREASED
Shares4,793 from 4,770
Change+23 (+0%)
Value$1.3M (+$6.8K)
Filed 2026-10-21
Orrstown Financial Services Inc
DECREASED
Shares4,790 from 4,822
Change-32 (-1%)
Value$1.3M (-$8.1K)
Filed 2026-10-14
111 Capital
DECREASED
Shares4,784 from 5,476
Change-692 (-13%)
Value$1.3M (-$187.6K)
Filed 2026-11-03
First National Bank Sioux Falls
DECREASED
Shares4,761 from 4,844
Change-83 (-2%)
Value$1.3M (+$79.4K)
Filed 2026-10-13
Indivisible Partners
INCREASED
Shares4,723 from 3,462
Change+1,261 (+36%)
Value$1.3M (+$343.6K)
Filed 2026-10-26
CFM Wealth Partners LLC
UNCHANGED
Shares4,712 from 4,712
Change0 (0%)
Value$1.3M (+$613)
Filed 2026-11-05
Washington Trust Advisors, Inc.
UNCHANGED
Shares4,707 from 4,707
Change0 (0%)
Value$1.3M (+$612)
Filed 2026-10-22
ZWJ Investment Counsel Inc
INCREASED
Shares4,701 from 4,198
Change+503 (+12%)
Value$1.3M (+$137.4K)
Filed 2026-10-15
Focus Financial Network, Inc.
DECREASED
Shares4,696 from 5,037
Change-341 (-7%)
Value$1.3M (-$92.3K)
Filed 2026-10-14
Visionary Wealth Advisors
DECREASED
Shares4,696 from 4,737
Change-41 (-1%)
Value$1.3M (-$10.5K)
Filed 2026-11-04
Kanawha Capital Management LLC
INCREASED
Shares4,644 from 4,639
Change+5 (+0%)
Value$1.3M (+$2.0K)
Filed 2026-10-19
Slocum, Gordon & Co LLP
UNCHANGED
Shares4,637 from 4,637
Change0 (0%)
Value$1.3M (+$603)
Filed 2026-10-19
Grove Bank & Trust
DECREASED
Shares4,625 from 5,059
Change-434 (-9%)
Value$1.3M (-$117.4K)
Filed 2026-10-08
Stackstone Wealth, LLC
NEW
Shares4,607
Change+4,607
Value$1.3M
Filed 2026-10-19
Altfest L J & Co Inc
INCREASED
Shares4,589 from 1,058
Change+3,531 (+334%)
Value$1.2M (+$961.0K)
Filed 2026-10-27
180 Wealth Advisors, LLC
DECREASED
Shares4,574 from 4,796
Change-222 (-5%)
Value$1.2M (-$59.9K)
Filed 2026-11-03
Everhart Financial Group, Inc.
INCREASED
Shares4,564 from 4,257
Change+307 (+7%)
Value$1.2M (+$84.1K)
Filed 2026-10-08
Excalibur Management Corp
INCREASED
Shares4,555 from 4,530
Change+25 (+1%)
Value$1.2M (+$7.4K)
Filed 2026-11-02
Moran Wealth Management, LLC
INCREASED
Shares4,514 from 4,439
Change+75 (+2%)
Value$1.2M (+$21.0K)
Filed 2026-10-22
Searle & Co.
UNCHANGED
Shares4,507 from 4,507
Change0 (0%)
Value$1.2M (+$586)
Filed 2026-11-04
Sage Investment Advisers LLC
INCREASED
Shares4,506 from 4,390
Change+116 (+3%)
Value$1.2M (+$32.0K)
Filed 2026-10-21
Mitsubishi UFJ Asset Management (UK) Ltd.
INCREASED
Shares4,500 from 2,500
Change+2,000 (+80%)
Value$1.2K (-$678.8K)
Filed 2026-10-22
Tctc Holdings, LLC
INCREASED
Shares4,499 from 3,698
Change+801 (+22%)
Value$1.2M (+$218.5K)
Filed 2026-11-02
Builder Investment Group Inc
UNCHANGED
Shares4,486 from 4,486
Change0 (0%)
Value$1.2M (+$583)
Filed 2026-10-22
Annis Gardner Whiting Capital Advisors, LLC
DECREASED
Shares4,468 from 4,494
Change-26 (-1%)
Value$1.2M (-$6.5K)
Filed 2026-11-09
Basso Capital Management, L.P.
INCREASED
Shares4,437 from 4,434
Change+3 (+0%)
Value$1.2M (+$1.4K)
Filed 2026-10-30
Trail Ridge Investment Advisors, LLC
UNCHANGED
Shares4,425 from 4,425
Change0 (0%)
Value$1.2M (+$575)
Filed 2026-10-16
Legacy Capital Wealth Partners, LLC
DECREASED
Shares4,418 from 4,577
Change-159 (-3%)
Value$1.2M (-$42.7K)
Filed 2026-10-21
KG Capital Management
DECREASED
Shares4,411 from 4,476
Change-65 (-1%)
Value$1.2M (-$17.2K)
Filed 2026-10-15
Mather Group, Llc.
INCREASED
Shares4,410 from 4,274
Change+136 (+3%)
Value$1.2M (+$37.6K)
Filed 2026-10-14
ARS Wealth Advisors Group, LLC
INCREASED
Shares4,408 from 4,404
Change+4 (+0%)
Value$1.2M (+$1.5K)
Filed 2026-10-16
TCV Trust & Wealth Management, Inc.
DECREASED
Shares4,393 from 6,226
Change-1,833 (-29%)
Value$1.2M (-$498.0K)
Filed 2026-10-16
Cornerstone Advisory, LLC
INCREASED
Shares4,373 from 4,292
Change+81 (+2%)
Value$1.2M (+$22.6K)
Filed 2026-11-06
Romano Brothers and Company
UNCHANGED
Shares4,336 from 4,336
Change0 (0%)
Value$1.2M (+$564)
Filed 2026-10-22
Churchill Financial Advisors, LLC
UNCHANGED
Shares4,310 from 4,310
Change0 (0%)
Value$1.2M (+$560)
Filed 2026-10-20
Core Wealth Partners LLC
INCREASED
Shares4,309 from 4,289
Change+20 (+0%)
Value$1.2M (+$6.0K)
Filed 2026-11-02
Vista Investment Partners LLC
INCREASED
Shares4,301 from 4,295
Change+6 (+0%)
Value$1.2M (+$2.2K)
Filed 2026-10-08
Jmac Enterprises LLC
DECREASED
Shares4,300 from 4,700
Change-400 (-9%)
Value$1.2M (-$108.2K)
Filed 2026-10-30
Baker Tilly Wealth Management, LLC
DECREASED
Shares4,297 from 4,331
Change-34 (-1%)
Value$1.2M (-$8.6K)
Filed 2026-10-05
Weaver Capital Management LLC
INCREASED
Shares4,294 from 3,926
Change+368 (+9%)
Value$1.2M (+$216.0K)
Filed 2026-10-15
Northwest Wealth Management, LLC
DECREASED
Shares4,265 from 4,463
Change-198 (-4%)
Value$1.2M (-$53.2K)
Filed 2026-10-30
McMill Wealth Management
UNCHANGED
Shares4,231 from 4,231
Change0 (0%)
Value$1.2M (+$550)
Filed 2026-11-05
Central Valley Advisors, LLC
DECREASED
Shares4,229 from 4,280
Change-51 (-1%)
Value$1.2M (-$13.2K)
Filed 2026-10-27
Whitener Capital Management, Inc.
INCREASED
Shares4,219 from 3,814
Change+405 (+11%)
Value$1.1M (+$110.7K)
Filed 2026-10-15
Berman McAleer LLC
DECREASED
Shares4,216 from 4,416
Change-200 (-5%)
Value$1.1M (-$53.9K)
Filed 2026-10-16
Texas Bank & Trust Co
DECREASED
Shares4,216 from 4,221
Change-5 (0%)
Value$1.1M (-$811)
Filed 2026-11-04
Money Concepts Capital Corp
DECREASED
Shares4,210 from 4,224
Change-14 (0%)
Value$1.1M (-$3.4K)
Filed 2026-11-06
Howard Capital Management, LLC
DECREASED
Shares4,205 from 4,226
Change-21 (0%)
Value$1.1M (-$5.2K)
Filed 2026-10-16
Alta Advisers Ltd
INCREASED
Shares4,204 from 2,238
Change+1,966 (+88%)
Value$1.1M (+$535.3K)
Filed 2026-11-02
Fulton Breakefield Broenniman LLC
DECREASED
Shares4,192 from 4,277
Change-85 (-2%)
Value$1.1M (-$22.6K)
Filed 2026-11-03
Western Wealth Management, LLC
DECREASED
Shares4,191 from 10,645
Change-6,454 (-61%)
Value$1.1M (-$1.8M)
Filed 2026-11-09
Smithbridge Asset Management Inc
INCREASED
Shares4,188 from 3,838
Change+350 (+9%)
Value$1.1M (+$95.7K)
Filed 2026-10-19
VUB Generali dochodkova spravcovska spolocnost, a.s.
DECREASED
Shares4,180 from 4,636
Change-456 (-10%)
Value$1.1M (-$123.5K)
Filed 2026-10-26
Relyea Zuckerberg Hanson LLC
DECREASED
Shares4,180 from 4,557
Change-377 (-8%)
Value$1.1M (-$102.0K)
Filed 2026-10-20
Pecaut & Co.
UNCHANGED
Shares4,139 from 4,139
Change0 (0%)
Value$1.1M (+$538)
Filed 2026-10-27
Ridgecrest Wealth Partners, LLC
DECREASED
Shares4,132 from 4,157
Change-25 (-1%)
Value$1.1M (-$6.3K)
Filed 2026-10-19
Grandfield & Dodd, LLC
UNCHANGED
Shares4,103 from 4,103
Change0 (0%)
Value$1.1M (+$533)
Filed 2026-10-29
Seamount Financial Group Inc
UNCHANGED
Shares4,103 from 4,103
Change0 (0%)
Value$1.1M (+$533)
Filed 2026-10-21
South Shore Capital Advisors
DECREASED
Shares4,083 from 4,113
Change-30 (-1%)
Value$1.1M (-$7.6K)
Filed 2026-10-20
Washington Trust Bank
DECREASED
Shares4,059 from 4,068
Change-9 (0%)
Value$1.1M (-$1.9K)
Filed 2026-11-03
Meramec Financial Planners, LLC
INCREASED
Shares4,054 from 1,422
Change+2,632 (+185%)
Value$1.2M (+$750.7K)
Filed 2026-11-09
New England Professional Planning Group Inc.
UNCHANGED
Shares4,047 from 4,047
Change0 (0%)
Value$1.1M (+$526)
Filed 2026-10-29
Annex Advisory Services, LLC
INCREASED
Shares4,042 from 3,827
Change+215 (+6%)
Value$1.1M (+$59.1K)
Filed 2026-10-16
Versant Capital Management, Inc
INCREASED
Shares4,039 from 3,812
Change+227 (+6%)
Value$1.1M (+$62.3K)
Filed 2026-10-02
Financial Partners Group, Inc
INCREASED
Shares4,011 from 4,010
Change+1 (+0%)
Value$1.1M (+$640)
Filed 2026-10-19
TCI Wealth Advisors, Inc.
DECREASED
Shares4,005 from 4,032
Change-27 (-1%)
Value$1.1M (-$6.9K)
Filed 2026-10-30
Aafmaa Wealth Management & Trust LLC
DECREASED
Shares3,988 from 4,165
Change-177 (-4%)
Value$1.1M (-$47.6K)
Filed 2026-10-14
Salem Investment Counselors Inc
INCREASED
Shares3,987 from 3,632
Change+355 (+10%)
Value$1.1M (+$97.1K)
Filed 2026-10-13
Tranquility Partners, LLC
INCREASED
Shares3,987 from 3,928
Change+59 (+2%)
Value$1.1M (+$16.6K)
Filed 2026-10-20
Carlson Financial, Inc.
DECREASED
Shares3,975 from 3,993
Change-18 (0%)
Value$1.1M (-$4.9K)
Filed 2026-11-05
Isthmus Partners, LLC
DECREASED
Shares3,955 from 3,970
Change-15 (0%)
Value$1.1M (-$3.6K)
Filed 2026-10-21
Invera Wealth Advisors, LLC
INCREASED
Shares3,942 from 3,937
Change+5 (+0%)
Value$1.1M (+$1.9K)
Filed 2026-10-28
Thoroughbred Financial Services, LLC
INCREASED
Shares3,936 from 3,934
Change+2 (+0%)
Value$1.1K (-$1.1M)
Filed 2026-11-09
Columbia Bank
INCREASED
Shares3,908 from 3,796
Change+112 (+3%)
Value$1.1M (+$31.0K)
Filed 2026-10-29
Paradigm Asset Management Co LLC
DECREASED
Shares3,900 from 4,300
Change-400 (-9%)
Value$1.1M (-$108.3K)
Filed 2026-11-05
HBW Advisory Services LLC
INCREASED
Shares3,880 from 3,040
Change+840 (+28%)
Value$1.1M (+$228.9K)
Filed 2026-10-15
Lester Murray Antman dba SimplyRich
DECREASED
Shares3,844 from 7,811
Change-3,967 (-51%)
Value$1.0M (-$15.6K)
Filed 2026-11-06
Tandem Capital Management Corp
DECREASED
Shares3,827 from 5,027
Change-1,200 (-24%)
Value$1.0M (-$325.9K)
Filed 2026-10-22
M Holdings Securities, Inc.
NEW
Shares3,821
Change+3,821
Value$1.2K
Filed 2026-11-03
Catalyst Financial Partners LLC
INCREASED
Shares3,799 from 3,751
Change+48 (+1%)
Value$1.0M (+$13.6K)
Filed 2026-11-06
SteelPeak Wealth, LLC
DECREASED
Shares3,790 from 10,351
Change-6,561 (-63%)
Value$1.0M (-$1.8M)
Filed 2026-10-16
RMR Wealth Builders
INCREASED
Shares3,789 from 3,773
Change+16 (+0%)
Value$1.0M (+$4.8K)
Filed 2026-10-22
Integrity Advisory Solutions, LLC
INCREASED
Shares3,786 from 3,638
Change+148 (+4%)
Value$1.0M (+$40.8K)
Filed 2026-10-29
Triad Wealth Partners, LLC
DECREASED
Shares3,770 from 3,797
Change-27 (-1%)
Value$1.0M (-$79.9K)
Filed 2026-10-26
Supplemental Annuity Collective Trust of NJ
DECREASED
Shares3,759 from 3,808
Change-49 (-1%)
Value$1.0M (-$12.8K)
Filed 2026-11-02
One Way Holdings LLC
INCREASED
Shares3,745 from 2,696
Change+1,049 (+39%)
Value$1.0M (+$285.8K)
Filed 2026-10-29
Elser Financial Planning, Inc
INCREASED
Shares3,738 from 3,721
Change+17 (+0%)
Value$1.0M (+$5.1K)
Filed 2026-10-16
Cravens & Co Advisors, LLC
INCREASED
Shares3,736 from 3,537
Change+199 (+6%)
Value$1.0M (+$54.6K)
Filed 2026-10-16
StoneX Group Inc.
INCREASED
Shares3,735 from 2,527
Change+1,208 (+48%)
Value$1.0M (+$358.0K)
Filed 2026-11-03
Valley National Advisers Inc
INCREASED
Shares3,717 from 3,716
Change+1 (+0%)
Value$1.0M (+$621)
Filed 2026-10-23
Eagle Global Advisors LLC
UNCHANGED
Shares3,713 from 3,713
Change0 (0%)
Value$1.0M (+$483)
Filed 2026-11-02
USA Financial Formulas
NEW
Shares3,710
Change+3,710
Value$1.0M
Filed 2026-10-16
Pekin Hardy Strauss, Inc.
UNCHANGED
Shares3,706 from 3,706
Change0 (0%)
Value$1.0M (+$482)
Filed 2026-11-02
Emprise Bank
DECREASED
Shares3,699 from 3,794
Change-95 (-2%)
Value$1.0M (-$25.4K)
Filed 2026-10-07
Summit Global Investments
INCREASED
Shares3,698 from 2,121
Change+1,577 (+74%)
Value$1.0K (-$576.0K)
Filed 2026-10-28
Nations Financial Group Inc,
INCREASED
Shares3,685 from 3,665
Change+20 (+1%)
Value$1.0M (+$6.1K)
Filed 2026-11-05
Shepherd Street Advisors LLC
INCREASED
Shares3,683 from 3,272
Change+411 (+13%)
Value$1.0M (+$81.6K)
Filed 2026-10-21
Herold Advisors, Inc.
UNCHANGED
Shares3,680 from 3,680
Change0 (0%)
Value$1.0M (+$1.4K)
Filed 2026-10-19
OFS Enterprise LLC
INCREASED
Shares3,677 from 3,675
Change+2 (+0%)
Value$1.0M (+$1.0K)
Filed 2026-10-16
Acima Private Wealth, LLC
UNCHANGED
Shares3,671 from 3,671
Change0 (0%)
Value$999.0K (+$477)
Filed 2026-10-05
Greenfield Savings Bank
DECREASED
Shares3,655 from 3,710
Change-55 (-1%)
Value$994.6K (-$14.5K)
Filed 2026-10-07
TritonPoint Partners, LLC
DECREASED
Shares3,649 from 10,013
Change-6,364 (-64%)
Value$993.0K (-$1.7M)
Filed 2026-11-05
Persium Advisors, LLC
INCREASED
Shares3,648 from 3,500
Change+148 (+4%)
Value$992.7K (+$40.7K)
Filed 2026-10-07
Beaumont Financial Advisors, LLC
INCREASED
Shares3,646 from 3,635
Change+11 (+0%)
Value$992.2K (+$3.5K)
Filed 2026-10-22
Dudley Capital Management, LLC
UNCHANGED
Shares3,645 from 3,645
Change0 (0%)
Value$991.9K (+$474)
Filed 2026-10-23
Firestone Capital Management
DECREASED
Shares3,640 from 3,657
Change-17 (0%)
Value$990.6K (-$4.2K)
Filed 2026-11-03
Cane Capital Partners, LLC
DECREASED
Shares3,607 from 4,905
Change-1,298 (-26%)
Value$981.6K (-$352.6K)
Filed 2026-10-23
Addison Capital Co
DECREASED
Shares3,605 from 3,626
Change-21 (-1%)
Value$981.1K (-$5.1K)
Filed 2026-11-09
Tributary Capital Management, LLC
UNCHANGED
Shares3,591 from 3,591
Change0 (0%)
Value$977.2K (+$467)
Filed 2026-10-28
Traveka Wealth, LLC
INCREASED
Shares3,586 from 3,372
Change+214 (+6%)
Value$975.9K (+$58.7K)
Filed 2026-10-19
Net Worth Advisory Group
INCREASED
Shares3,584 from 3,458
Change+126 (+4%)
Value$976.3K (+$35.8K)
Filed 2026-10-20
Legacy Wealth Asset Management, LLC
INCREASED
Shares3,582 from 3,010
Change+572 (+19%)
Value$974.8K (+$156.1K)
Filed 2026-10-09
First Heartland Consultants, Inc.
INCREASED
Shares3,564 from 3,425
Change+139 (+4%)
Value$969.9K (+$38.4K)
Filed 2026-10-08
Forum Financial Management, LP
DECREASED
Shares3,559 from 5,447
Change-1,888 (-35%)
Value$968.5K (-$513.2K)
Filed 2026-10-16
Capstone Capital Management Ltd
INCREASED
Shares3,556 from 2,987
Change+569 (+19%)
Value$967.7K (+$155.2K)
Filed 2026-10-21
Golden Reserve Retirement LLC
INCREASED
Shares3,550 from 2,706
Change+844 (+31%)
Value$966.0K (+$229.9K)
Filed 2026-11-02
Courier Capital LLC
INCREASED
Shares3,544 from 3,514
Change+30 (+1%)
Value$964.4K (+$8.7K)
Filed 2026-10-19
CDM Financial Counseling Services, Inc.
INCREASED
Shares3,528 from 3,473
Change+55 (+2%)
Value$960.2K (+$15.5K)
Filed 2026-10-15
Argentarii, LLC
INCREASED
Shares3,518 from 3,499
Change+19 (+1%)
Value$957.4K (-$67.4K)
Filed 2026-10-28
XXI Wealth, LLC
INCREASED
Shares3,497 from 3,394
Change+103 (+3%)
Value$951.6K (+$28.5K)
Filed 2026-10-22
Legacy Trust
DECREASED
Shares3,494 from 3,572
Change-78 (-2%)
Value$1.1M (+$90.6K)
Filed 2026-11-06
Capital Investment Advisory Services, LLC
DECREASED
Shares3,480 from 3,687
Change-207 (-6%)
Value$947.2K (-$55.6K)
Filed 2026-10-30
Advisor OS, LLC
INCREASED
Shares3,475 from 3,219
Change+256 (+8%)
Value$945.7K (+$70.1K)
Filed 2026-11-03
Donaldson Capital Management, LLC
INCREASED
Shares3,474 from 3,473
Change+1 (+0%)
Value$945.5K (+$823)
Filed 2026-11-09
Uptick Partners, LLC
INCREASED
Shares3,473 from 3,455
Change+18 (+1%)
Value$945.0K (+$5.3K)
Filed 2026-11-04
Encompass Wealth Advisors, LLC
INCREASED
Shares3,448 from 1,710
Change+1,738 (+102%)
Value$938.4K (+$473.2K)
Filed 2026-10-15
Luts & Greenleigh Group, Inc.
UNCHANGED
Shares3,418 from 3,418
Change0 (0%)
Value$930.1K (+$444)
Filed 2026-11-05
Texas Capital Bank Wealth Management Services Inc
DECREASED
Shares3,415 from 3,519
Change-104 (-3%)
Value$929.3K (-$27.8K)
Filed 2026-11-09
Souders Financial Advisors
INCREASED
Shares3,411 from 3,385
Change+26 (+1%)
Value$928.2K (+$7.5K)
Filed 2026-11-03
Schuylkill Financial LLC
DECREASED
Shares3,382 from 4,435
Change-1,053 (-24%)
Value$920.4K (-$285.8K)
Filed 2026-10-21
Hickory Point Bank & Trust
DECREASED
Shares3,376 from 3,441
Change-65 (-2%)
Value$918.7K (-$17.2K)
Filed 2026-10-01
Maple Capital Management, Inc.
UNCHANGED
Shares3,371 from 3,371
Change0 (0%)
Value$917.4K (+$438)
Filed 2026-11-02
Adkins Seale Capital Management LLC
DECREASED
Shares3,368 from 3,440
Change-72 (-2%)
Value$916.5K (-$19.4K)
Filed 2026-10-27
Donoghue Forlines LLC
NEW
Shares3,351
Change+3,351
Value$911.9K
Filed 2026-11-02
Cornerstone Wealth Group, LLC
INCREASED
Shares3,313 from 3,107
Change+206 (+7%)
Value$901.7K (+$56.6K)
Filed 2026-11-02
Meadow Creek Wealth Advisors LLC
DECREASED
Shares3,312 from 3,342
Change-30 (-1%)
Value$901.2K (-$7.7K)
Filed 2026-11-02
Capital Advisors, Ltd. LLC
INCREASED
Shares3,310 from 3,274
Change+36 (+1%)
Value$901 (+$10)
Filed 2026-10-27
Alpine Bank Wealth Management
UNCHANGED
Shares3,306 from 3,306
Change0 (0%)
Value$899.7K (+$430)
Filed 2026-10-16
Abel Hall, LLC
DECREASED
Shares3,252 from 3,263
Change-11 (0%)
Value$885.0K (-$2.6K)
Filed 2026-10-19
Bryant Woods Investment Advisors, LLC
INCREASED
Shares3,243 from 3,240
Change+3 (+0%)
Value$882.5K (+$1.3K)
Filed 2026-10-26
Hunter Associates Investment Management LLC
INCREASED
Shares3,235 from 1,633
Change+1,602 (+98%)
Value$879 (-$443.1K)
Filed 2026-10-26
Raab & Moskowitz Asset Management LLC
DECREASED
Shares3,209 from 3,269
Change-60 (-2%)
Value$873.3K (-$15.9K)
Filed 2026-11-02
International Assets Investment Management, LLC
INCREASED
Shares3,202 from 3,136
Change+66 (+2%)
Value$872.3K (+$1.7K)
Filed 2026-11-02
Ticino Wealth
DECREASED
Shares3,201 from 3,271
Change-70 (-2%)
Value$871.1K (-$18.6K)
Filed 2026-10-13
Pioneer Trust Bank N A
UNCHANGED
Shares3,180 from 3,180
Change0 (0%)
Value$865.4K (+$413)
Filed 2026-11-06
Avestar Capital, LLC
DECREASED
Shares3,176 from 3,615
Change-439 (-12%)
Value$864.3K (-$118.9K)
Filed 2026-10-28
Legacy Bridge, LLC
UNCHANGED
Shares3,170 from 3,170
Change0 (0%)
Value$862.7K (+$413)
Filed 2026-10-28
Trust Co
INCREASED
Shares3,160 from 3,120
Change+40 (+1%)
Value$859.9K (+$11.3K)
Filed 2026-10-09
Thrive Wealth Management, LLC
DECREASED
Shares3,156 from 3,249
Change-93 (-3%)
Value$858.9K (-$24.8K)
Filed 2026-10-13
A. D. Beadell Investment Counsel, Inc.
DECREASED
Shares3,153 from 3,328
Change-175 (-5%)
Value$858 (-$47)
Filed 2026-10-14
Cottonwood Capital Advisors, LLC
INCREASED
Shares3,136 from 3,132
Change+4 (+0%)
Value$853.4K (+$1.4K)
Filed 2026-10-20
Acropolis Investment Management, LLC
INCREASED
Shares3,130 from 3,107
Change+23 (+1%)
Value$851.8K (+$6.7K)
Filed 2026-10-08
Old Mission Investment Co LLC
UNCHANGED
Shares3,123 from 3,123
Change0 (0%)
Value$849.9K (+$406)
Filed 2026-10-22
Guardian Partners Inc.
DECREASED
Shares3,115 from 3,265
Change-150 (-5%)
Value$847.7K (-$40.4K)
Filed 2026-10-21
WBH Advisory Inc
DECREASED
Shares3,114 from 3,173
Change-59 (-2%)
Value$847.5K (-$15.7K)
Filed 2026-11-05
Traynor Capital Management, Inc.
INCREASED
Shares3,109 from 3,029
Change+80 (+3%)
Value$846.1K (+$22.2K)
Filed 2026-10-29
St. Johns Investment Management Company, LLC
INCREASED
Shares3,108 from 3,097
Change+11 (+0%)
Value$845.8K (+$3.4K)
Filed 2026-10-30
Vaughan David Investments LLC
UNCHANGED
Shares3,102 from 3,102
Change0 (0%)
Value$844 (-$843.2K)
Filed 2026-11-05
Sterling Capital Management LLC
DECREASED
Shares3,099 from 5,076
Change-1,977 (-39%)
Value$843.3K (-$537.3K)
Filed 2026-10-22
Gilman Hill Asset Management, LLC
INCREASED
Shares3,088 from 2,720
Change+368 (+14%)
Value$840.3K (+$100.5K)
Filed 2026-10-13
Peoples Bank
DECREASED
Shares3,062 from 3,072
Change-10 (0%)
Value$833.3K (-$2.3K)
Filed 2026-10-09
LVW Advisors, LLC
INCREASED
Shares3,058 from 2,693
Change+365 (+14%)
Value$832.2K (+$99.7K)
Filed 2026-10-19
High Net Worth Advisory Group LLC
INCREASED
Shares3,056 from 1,809
Change+1,247 (+69%)
Value$831.7K (+$339.4K)
Filed 2026-10-26
Peoples Financial Services Corp.
UNCHANGED
Shares3,056 from 3,056
Change0 (0%)
Value$831.6K (+$397)
Filed 2026-10-20
Richards, Merrill & Peterson, Inc.
DECREASED
Shares3,042 from 3,592
Change-550 (-15%)
Value$827.8K (-$149.2K)
Filed 2026-10-19
TigerOak Management, L.L.C.
DECREASED
Shares3,024 from 3,031
Change-7 (0%)
Value$822.9K (-$1.5K)
Filed 2026-10-23
Mitchell & Pahl Private Wealth, LLC
DECREASED
Shares3,020 from 3,036
Change-16 (-1%)
Value$821.8K (-$4.0K)
Filed 2026-10-14
Quadcap Wealth Management, LLC
INCREASED
Shares3,016 from 2,732
Change+284 (+10%)
Value$820.7K (+$77.6K)
Filed 2026-11-02
IFG Advisors, LLC
UNCHANGED
Shares3,016 from 3,016
Change0 (0%)
Value$820.8K (+$399)
Filed 2026-10-15
Pettee Investors, Inc.
UNCHANGED
Shares3,005 from 3,005
Change0 (0%)
Value$817.8K (+$391)
Filed 2026-11-09
Ranch Capital Advisors Inc.
DECREASED
Shares3,002 from 3,080
Change-78 (-3%)
Value$816.8K (-$21.0K)
Filed 2026-11-09
North Forty Two & Co.
DECREASED
Shares3,001 from 3,026
Change-25 (-1%)
Value$816.7K (-$6.4K)
Filed 2026-10-19
Alchemi Wealth, LLC
INCREASED
Shares2,997 from 2,986
Change+11 (+0%)
Value$815.7K (+$3.2K)
Filed 2026-11-04
MBL Wealth, LLC
INCREASED
Shares2,977 from 2,342
Change+635 (+27%)
Value$810.1K (+$173.1K)
Filed 2026-10-22
Aviso Wealth Management
DECREASED
Shares2,960 from 3,019
Change-59 (-2%)
Value$805.4K (-$15.9K)
Filed 2026-11-04
First Pacific Financial
DECREASED
Shares2,960 from 2,975
Change-15 (0%)
Value$805.4K (-$3.8K)
Filed 2026-10-14
Summit Financial Wealth Advisors, LLC
DECREASED
Shares2,940 from 3,075
Change-135 (-4%)
Value$800.1K (-$36.3K)
Filed 2026-10-15
Gibbs Wealth Management
INCREASED
Shares2,913 from 2,593
Change+320 (+12%)
Value$793.1K (+$87.5K)
Filed 2026-10-22
Carl P. Sherr & Co., LLC
UNCHANGED
Shares2,910 from 2,910
Change0 (0%)
Value$792.0K (+$378)
Filed 2026-11-06
Anchyra Partners LLC
INCREASED
Shares2,909 from 2,527
Change+382 (+15%)
Value$791.6K (+$104.3K)
Filed 2026-10-13
Aldebaran Financial Inc.
UNCHANGED
Shares2,899 from 2,899
Change0 (0%)
Value$788.9K (+$377)
Filed 2026-11-06
Resonant Capital Advisors, LLC
INCREASED
Shares2,894 from 2,780
Change+114 (+4%)
Value$787.5K (+$31.4K)
Filed 2026-10-15
Enterprise Financial Services Corp
DECREASED
Shares2,890 from 2,948
Change-58 (-2%)
Value$786.5K (-$15.4K)
Filed 2026-11-03
Wetzel Investment Advisors, Inc.
INCREASED
Shares2,884 from 2,880
Change+4 (+0%)
Value$784.8K (+$1.5K)
Filed 2026-10-13
Harbour Capital Advisors, LLC
UNCHANGED
Shares2,876 from 2,876
Change0 (0%)
Value$782.6K (-$42.7K)
Filed 2026-10-13
Thomas Story & SON LLC
DECREASED
Shares2,875 from 2,925
Change-50 (-2%)
Value$782.4K (-$13.2K)
Filed 2026-10-13
Journey Retirement Planning & Investment Management LLC
INCREASED
Shares2,870 from 2,568
Change+302 (+12%)
Value$781.3K (+$82.9K)
Filed 2026-10-09
1834 Investment Advisors Co
DECREASED
Shares2,869 from 3,152
Change-283 (-9%)
Value$780.7K (-$76.7K)
Filed 2026-10-16
Smart Wealth LLC
INCREASED
Shares2,863 from 2,403
Change+460 (+19%)
Value$779.0K (+$125.5K)
Filed 2026-11-04
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares2,859 from 2,262
Change+597 (+26%)
Value$778.0K (+$162.8K)
Filed 2026-10-13
Evermay Wealth Management LLC
INCREASED
Shares2,852 from 2,537
Change+315 (+12%)
Value$776.1K (+$86.1K)
Filed 2026-11-05
Westbourne Investment Advisors, Inc.
UNCHANGED
Shares2,851 from 2,851
Change0 (0%)
Value$775.8K (+$371)
Filed 2026-10-20
Jeppson Wealth Management, LLC
UNCHANGED
Shares2,848 from 2,848
Change0 (0%)
Value$775.0K (+$370)
Filed 2026-10-20
City State Bank
DECREASED
Shares2,829 from 2,847
Change-18 (-1%)
Value$769.9K (-$4.5K)
Filed 2026-10-20
Tred Avon Family Wealth, LLC
DECREASED
Shares2,823 from 3,014
Change-191 (-6%)
Value$768.2K (-$51.6K)
Filed 2026-10-20
Bfsg, LLC
INCREASED
Shares2,810 from 2,765
Change+45 (+2%)
Value$764.7K (+$12.6K)
Filed 2026-10-30
Inscription Capital, LLC
DECREASED
Shares2,806 from 23,872
Change-21,066 (-88%)
Value$763.7K (-$5.7M)
Filed 2026-11-02
Creative Financial Designs Inc
INCREASED
Shares2,806 from 2,753
Change+53 (+2%)
Value$763.7K (+$14.8K)
Filed 2026-11-04
Bill Few Associates, Inc.
INCREASED
Shares2,797 from 2,687
Change+110 (+4%)
Value$761.2K (+$30.4K)
Filed 2026-10-09
Curated Wealth Partners LLC
INCREASED
Shares2,789 from 1,468
Change+1,321 (+90%)
Value$759.0K (+$359.7K)
Filed 2026-10-15
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares2,777 from 2,777
Change0 (0%)
Value$755.7K (+$361)
Filed 2026-10-30
Appleton Partners Inc
DECREASED
Shares2,775 from 2,985
Change-210 (-7%)
Value$755 (-$811.2K)
Filed 2026-10-30
VAN Strum & Towne Inc.
UNCHANGED
Shares2,773 from 2,773
Change0 (0%)
Value$754.5K (+$361)
Filed 2026-11-06
Pines Wealth Management, LLC
DECREASED
Shares2,770 from 2,892
Change-122 (-4%)
Value$753.8K (-$32.8K)
Filed 2026-10-21
Advisors Management Group Inc
INCREASED
Shares2,765 from 2,752
Change+13 (+0%)
Value$752 (-$747.2K)
Filed 2026-11-05
Nabity-Jensen Investment Management Inc
INCREASED
Shares2,754 from 2,719
Change+35 (+1%)
Value$749.4K (+$9.9K)
Filed 2026-10-23
Aljian Capital Management, LLC
DECREASED
Shares2,753 from 2,762
Change-9 (0%)
Value$749.1K (-$2.2K)
Filed 2026-10-28
Master's Wealth Management Inc.
INCREASED
Shares2,732 from 2,667
Change+65 (+2%)
Value$743.5K (+$18.2K)
Filed 2026-10-22
Facet Wealth, Inc.
INCREASED
Shares2,713 from 2,519
Change+194 (+8%)
Value$738.3K (+$53.1K)
Filed 2026-11-04
Auxano Advisors, LLC
DECREASED
Shares2,705 from 2,918
Change-213 (-7%)
Value$736.1K (-$57.6K)
Filed 2026-11-06
WoodTrust Financial Corp
DECREASED
Shares2,698 from 2,705
Change-7 (0%)
Value$734 (-$735.3K)
Filed 2026-10-09
Syntegra Private Wealth Group, LLC
INCREASED
Shares2,692 from 2,689
Change+3 (+0%)
Value$732.6K (+$1.2K)
Filed 2026-10-13
Union Savings Bank
INCREASED
Shares2,677 from 1,972
Change+705 (+36%)
Value$728.5K (+$192.1K)
Filed 2026-10-14
BancFirst Trust & Investment Management
DECREASED
Shares2,670 from 2,695
Change-25 (-1%)
Value$732.0K (-$2.9K)
Filed 2026-10-30
First Citizens Financial Corp
UNCHANGED
Shares2,654 from 2,654
Change0 (0%)
Value$722.2K (+$345)
Filed 2026-10-02
Cove Private Wealth, LLC
INCREASED
Shares2,647 from 2,636
Change+11 (+0%)
Value$720.3K (+$3.3K)
Filed 2026-10-28
Burke & Herbert Bank & Trust Co
INCREASED
Shares2,643 from 2,632
Change+11 (+0%)
Value$719.2K (+$3.3K)
Filed 2026-11-02
Sweeney & Michel, LLC
INCREASED
Shares2,639 from 2,631
Change+8 (+0%)
Value$718.0K (-$53.3K)
Filed 2026-10-16
True North Advisors, LLC
INCREASED
Shares2,636 from 2,604
Change+32 (+1%)
Value$717.2K (+$9.0K)
Filed 2026-10-22
Financial Management Professionals, Inc.
INCREASED
Shares2,634 from 2,613
Change+21 (+1%)
Value$716.9K (+$6.2K)
Filed 2026-10-23
Keyes, Stange & Wooten Wealth Management, LLC
DECREASED
Shares2,632 from 2,641
Change-9 (0%)
Value$716.2K (-$2.1K)
Filed 2026-11-03
Edge Wealth Management LLC
UNCHANGED
Shares2,630 from 2,630
Change0 (0%)
Value$719.8K (+$4.4K)
Filed 2026-10-13
Traphagen Investment Advisors LLC
INCREASED
Shares2,625 from 2,589
Change+36 (+1%)
Value$714.3K (+$10.2K)
Filed 2026-10-14
Ackerman Capital Advisors, LLC
UNCHANGED
Shares2,619 from 2,619
Change0 (0%)
Value$712.7K (+$340)
Filed 2026-10-30
HMV Wealth Advisors, LLC
UNCHANGED
Shares2,585 from 2,585
Change0 (0%)
Value$703.5K (+$336)
Filed 2026-10-27
High Note Wealth, LLC
DECREASED
Shares2,583 from 2,605
Change-22 (-1%)
Value$702.9K (-$5.6K)
Filed 2026-10-27
Steph & Co
DECREASED
Shares2,579 from 2,612
Change-33 (-1%)
Value$701.8K (-$8.6K)
Filed 2026-10-07
MFA Wealth Services
DECREASED
Shares2,572 from 2,619
Change-47 (-2%)
Value$699.9K (-$12.4K)
Filed 2026-10-14
Sheets Smith Wealth Management
DECREASED
Shares2,568 from 4,356
Change-1,788 (-41%)
Value$698.8K (-$486.0K)
Filed 2026-10-16
Silvia Mccoll Wealth Management, LLC
UNCHANGED
Shares2,558 from 2,558
Change0 (0%)
Value$696.1K (+$333)
Filed 2026-10-07
Keudell ison Wealth Management
DECREASED
Shares2,554 from 2,612
Change-58 (-2%)
Value$695.0K (-$15.4K)
Filed 2026-10-16
First Financial Bank - Trust Division
DECREASED
Shares2,542 from 2,548
Change-6 (0%)
Value$691.8K (-$1.3K)
Filed 2026-10-01
Marks Group Wealth Management, Inc
DECREASED
Shares2,526 from 2,595
Change-69 (-3%)
Value$687.4K (-$18.4K)
Filed 2026-11-05
Mcrae Capital Management Inc
UNCHANGED
Shares2,525 from 2,525
Change0 (0%)
Value$687.1K (+$328)
Filed 2026-10-15
Peoples Bank
INCREASED
Shares2,515 from 2,460
Change+55 (+2%)
Value$684.4K (+$15.3K)
Filed 2026-10-26
Sanders Morris Harris LLC
NEW
Shares2,513
Change+2,513
Value$684.7K
Filed 2026-10-14
Hengehold Capital Management LLC
DECREASED
Shares2,513 from 2,517
Change-4 (0%)
Value$683.9K (-$761)
Filed 2026-10-16
First Bancorp, Inc
DECREASED
Shares2,510 from 2,540
Change-30 (-1%)
Value$683.0K (-$7.8K)
Filed 2026-10-26
BCS Wealth Management
DECREASED
Shares2,508 from 2,593
Change-85 (-3%)
Value$682.5K (-$22.8K)
Filed 2026-11-03
Southern Michigan Bank & Trust
DECREASED
Shares2,503 from 3,223
Change-720 (-22%)
Value$681.1K (-$195.5K)
Filed 2026-10-19
Refined Wealth Management
INCREASED
Shares2,496 from 2,484
Change+12 (+0%)
Value$679.3K (+$3.6K)
Filed 2026-10-13
Ipsen Advisor Group LLC
INCREASED
Shares2,495 from 2,475
Change+20 (+1%)
Value$679.1K (+$6.0K)
Filed 2026-10-29
Heritage Investment Group, Inc.
DECREASED
Shares2,490 from 2,493
Change-3 (0%)
Value$677.5K (-$492)
Filed 2026-11-03
Tortoise Investment Management, LLC
INCREASED
Shares2,482 from 2,468
Change+14 (+1%)
Value$675.4K (+$4.1K)
Filed 2026-11-06
Drum Hill Capital, LLC
UNCHANGED
Shares2,471 from 2,471
Change0 (0%)
Value$672.4K (+$322)
Filed 2026-10-20
Quent Capital, LLC
INCREASED
Shares2,469 from 2,316
Change+153 (+7%)
Value$716.8K (+$86.8K)
Filed 2026-11-09
Novus Advisors, LLC
UNCHANGED
Shares2,464 from 2,464
Change0 (0%)
Value$670.5K (+$320)
Filed 2026-11-09
Highland Capital Management, LLC
INCREASED
Shares2,457 from 2,305
Change+152 (+7%)
Value$668.6K (+$41.7K)
Filed 2026-10-26
Blue Capital, Inc.
DECREASED
Shares2,443 from 2,470
Change-27 (-1%)
Value$664.9K (-$6.9K)
Filed 2026-10-13
SYM Financial Corp
DECREASED
Shares2,441 from 2,547
Change-106 (-4%)
Value$664.4K (-$28.5K)
Filed 2026-10-26
Strategic Family Wealth Counselors, L.L.C.
DECREASED
Shares2,440 from 2,443
Change-3 (0%)
Value$664.0K (-$498)
Filed 2026-10-29
Avaii Wealth Management, LLC
UNCHANGED
Shares2,431 from 2,431
Change0 (0%)
Value$676.4K (+$15.3K)
Filed 2026-10-09
Hilton Head Capital Partners, LLC
DECREASED
Shares2,430 from 3,006
Change-576 (-19%)
Value$661.3K (-$156.4K)
Filed 2026-10-23
West Paces Advisors Inc.
DECREASED
Shares2,428 from 2,432
Change-4 (0%)
Value$660.7K (-$772)
Filed 2026-10-13
Douglas Lane & Associates, LLC
DECREASED
Shares2,427 from 2,864
Change-437 (-15%)
Value$660.5K (-$118.5K)
Filed 2026-10-09
Tufton Capital Management
UNCHANGED
Shares2,421 from 2,421
Change0 (0%)
Value$658 (-$657.3K)
Filed 2026-10-20
Certuity, LLC
INCREASED
Shares2,417 from 2,057
Change+360 (+18%)
Value$657.9K (+$98.2K)
Filed 2026-11-02
Evanson Financial, LLC
UNCHANGED
Shares2,416 from 2,416
Change0 (0%)
Value$657.5K (+$314)
Filed 2026-10-23
Provenance Wealth Advisors, LLC
INCREASED
Shares2,411 from 149
Change+2,262 (+1518%)
Value$656.1K (+$615.6K)
Filed 2026-10-30
Saxon Interests, Inc.
DECREASED
Shares2,409 from 2,677
Change-268 (-10%)
Value$655.7K (-$72.5K)
Filed 2026-10-26
SBI Securities Co., Ltd.
INCREASED
Shares2,406 from 2,362
Change+44 (+2%)
Value$654.7K (+$12.3K)
Filed 2026-10-22
Baker Boyer National Bank
UNCHANGED
Shares2,406 from 2,406
Change0 (0%)
Value$654.7K (+$313)
Filed 2026-11-05
Yoffe Investment Management, LLC
UNCHANGED
Shares2,400 from 2,400
Change0 (0%)
Value$653.1K (+$312)
Filed 2026-11-02
1900 Wealth Management LLC
INCREASED
Shares2,384 from 2,272
Change+112 (+5%)
Value$648.8K (+$30.8K)
Filed 2026-10-13
Legacies Wealth LLC
UNCHANGED
Shares2,382 from 2,382
Change0 (0%)
Value$648.2K (+$310)
Filed 2026-11-02
Opal Wealth Advisors, LLC
INCREASED
Shares2,373 from 2,091
Change+282 (+13%)
Value$645.8K (+$77.0K)
Filed 2026-10-16
Curbstone Financial Management Corp
UNCHANGED
Shares2,370 from 2,370
Change0 (0%)
Value$644.9K (+$308)
Filed 2026-10-21
Commonwealth Retirement Investments LLC
UNCHANGED
Shares2,368 from 2,368
Change0 (0%)
Value$644.4K (+$337)
Filed 2026-10-26
Thompson Siegel & Walmsley LLC
DECREASED
Shares2,365 from 2,416
Change-51 (-2%)
Value$644 (-$656.4K)
Filed 2026-11-05
Hara Capital LLC
UNCHANGED
Shares2,365 from 2,365
Change0 (0%)
Value$643.6K (+$307)
Filed 2026-10-30
Revolve Wealth Partners, LLC
DECREASED
Shares2,363 from 2,603
Change-240 (-9%)
Value$643.1K (-$65.0K)
Filed 2026-10-23
Mystic Asset Management, Inc.
DECREASED
Shares2,360 from 2,382
Change-22 (-1%)
Value$642.2K (-$5.7K)
Filed 2026-10-15
IFG Advisory, LLC
INCREASED
Shares2,359 from 2,295
Change+64 (+3%)
Value$642.0K (+$17.9K)
Filed 2026-11-09
Garde Capital, Inc.
DECREASED
Shares2,347 from 2,369
Change-22 (-1%)
Value$638.7K (-$5.7K)
Filed 2026-10-29
Franklin Street Advisors Inc
NEW
Shares2,341
Change+2,341
Value$637.1K
Filed 2026-10-13
Fiduciary Alliance LLC
INCREASED
Shares2,333 from 2,104
Change+229 (+11%)
Value$634.9K (+$62.7K)
Filed 2026-10-13
Hoxton Planning & Management, LLC
DECREASED
Shares2,313 from 2,327
Change-14 (-1%)
Value$629.4K (-$3.5K)
Filed 2026-10-15
Hardy Reed LLC
INCREASED
Shares2,309 from 2,255
Change+54 (+2%)
Value$628.3K (+$15.0K)
Filed 2026-11-06
Oath Planning, LLC
NEW
Shares2,306
Change+2,306
Value$627.7K
Filed 2026-10-20
Diversified Management Inc
NEW
Shares2,304
Change+2,304
Value$627.0K
Filed 2026-10-08
Fjell Capital, LLC
INCREASED
Shares2,303 from 2,234
Change+69 (+3%)
Value$626.7K (+$18.9K)
Filed 2026-10-13
Fulcrum Asset Management LLP
DECREASED
Shares2,298 from 2,482
Change-184 (-7%)
Value$630.0K (-$46.8K)
Filed 2026-11-04
Mendel Money Management
DECREASED
Shares2,281 from 2,311
Change-30 (-1%)
Value$620.7K (-$7.9K)
Filed 2026-11-02
Farmers & Merchants Trust Co of Long Beach
DECREASED
Shares2,278 from 2,288
Change-10 (0%)
Value$619.9K (-$2.4K)
Filed 2026-10-22
Onyx Bridge Wealth Group LLC
INCREASED
Shares2,276 from 2,252
Change+24 (+1%)
Value$619.5K (+$6.8K)
Filed 2026-10-16
Canopy Partners, LLC
DECREASED
Shares2,265 from 2,269
Change-4 (0%)
Value$616.4K (-$794)
Filed 2026-10-28
Hilltop National Bank
DECREASED
Shares2,261 from 2,451
Change-190 (-8%)
Value$615.3K (-$51.4K)
Filed 2026-10-14
NWF Advisory Services Inc.
UNCHANGED
Shares2,261 from 2,261
Change0 (0%)
Value$615.3K (+$293)
Filed 2026-10-19
Harvey Investment Co LLC
UNCHANGED
Shares2,250 from 2,250
Change0 (0%)
Value$612 (-$611.4K)
Filed 2026-10-20
Westwood Wealth Management
UNCHANGED
Shares2,250 from 2,250
Change0 (0%)
Value$612.3K (+$294)
Filed 2026-10-29
Sovran Advisors, LLC
INCREASED
Shares2,247 from 2,226
Change+21 (+1%)
Value$678.5K (+$22.9K)
Filed 2026-11-02
Mitchell Sinkler & Starr
INCREASED
Shares2,246 from 2,213
Change+33 (+1%)
Value$611.2K (+$9.3K)
Filed 2026-10-13
Cooper Financial Group
INCREASED
Shares2,237 from 2,110
Change+127 (+6%)
Value$608.8K (+$34.9K)
Filed 2026-10-07
Triangle Securities Wealth Management
INCREASED
Shares2,235 from 2,234
Change+1 (+0%)
Value$608.3K (+$563)
Filed 2026-10-14
Murphy, Middleton, Hinkle & Parker, Inc.
UNCHANGED
Shares2,234 from 2,234
Change0 (0%)
Value$607.9K (+$290)
Filed 2026-10-15
Dagco, Inc.
DECREASED
Shares2,216 from 2,267
Change-51 (-2%)
Value$603.0K (-$13.5K)
Filed 2026-10-20
Terra Nova Asset Management LLC
INCREASED
Shares2,215 from 2,213
Change+2 (+0%)
Value$602.7K (+$630)
Filed 2026-10-13
Guerra PAN Advisors, LLC
INCREASED
Shares2,212 from 2,182
Change+30 (+1%)
Value$634.9K (+$41.4K)
Filed 2026-10-26
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares2,210 from 3,051
Change-841 (-28%)
Value$601.4K (-$228.5K)
Filed 2026-10-07
Howard Capital Management Group, LLC
UNCHANGED
Shares2,207 from 2,207
Change0 (0%)
Value$600.6K (+$287)
Filed 2026-10-16
SBK Financial, Inc.
UNCHANGED
Shares2,200 from 2,200
Change0 (0%)
Value$598.7K (+$286)
Filed 2026-11-02
Arkfeld Wealth Strategies, L.L.C.
DECREASED
Shares2,192 from 2,194
Change-2 (0%)
Value$602.2K (-$17.8K)
Filed 2026-10-19
Diligent Investors, LLC
INCREASED
Shares2,179 from 1,832
Change+347 (+19%)
Value$593.0K (+$94.7K)
Filed 2026-10-21
Legacy Advisors, LLC
DECREASED
Shares2,175 from 2,302
Change-127 (-6%)
Value$592.0K (-$34.3K)
Filed 2026-10-19
Great Diamond Partners, LLC
DECREASED
Shares2,170 from 2,229
Change-59 (-3%)
Value$590.5K (-$15.8K)
Filed 2026-10-13
Accredited Investors Inc.
INCREASED
Shares2,169 from 2,025
Change+144 (+7%)
Value$590.3K (+$39.5K)
Filed 2026-11-03
Veracity Capital LLC
INCREASED
Shares2,165 from 2,129
Change+36 (+2%)
Value$589.0K (+$10.0K)
Filed 2026-10-08
Probity Advisors, Inc.
DECREASED
Shares2,155 from 2,215
Change-60 (-3%)
Value$586.4K (-$16.0K)
Filed 2026-10-23
Regent Peak Wealth Advisors LLC
INCREASED
Shares2,154 from 2,104
Change+50 (+2%)
Value$586.2K (+$13.9K)
Filed 2026-10-13
Swiss RE LTD
INCREASED
Shares2,149 from 1,307
Change+842 (+64%)
Value$584.8K (+$229.3K)
Filed 2026-11-06
Focused Alpha, LLC
NEW
Shares2,146
Change+2,146
Value$583.9K
Filed 2026-10-20
Burns Matteson Capital Management, LLC
DECREASED
Shares2,146 from 2,157
Change-11 (-1%)
Value$584.0K (-$2.6K)
Filed 2026-10-16
New Covenant Trust Company, N.A.
INCREASED
Shares2,136 from 1,912
Change+224 (+12%)
Value$581.3K (+$61.2K)
Filed 2026-10-08
Myriad Asset Management US LP
DECREASED
Shares2,133 from 2,920
Change-787 (-27%)
Value$580.0K (-$214.0K)
Filed 2026-11-03
Leonteq Securities AG
DECREASED
Shares2,132 from 2,326
Change-194 (-8%)
Value$580.2K (-$52.5K)
Filed 2026-10-29
Bedel Financial Consulting, Inc.
INCREASED
Shares2,131 from 2,074
Change+57 (+3%)
Value$579.8K (+$15.8K)
Filed 2026-11-06
Asahi Life Asset Management Co., Ltd.
NEW
Shares2,130
Change+2,130
Value$579.6K
Filed 2026-11-06
Trinity Financial Advisors LLC
UNCHANGED
Shares2,129 from 2,129
Change0 (0%)
Value$579.4K (+$279)
Filed 2026-10-09
Welch Group, LLC
INCREASED
Shares2,128 from 2,084
Change+44 (+2%)
Value$579.2K (+$12.2K)
Filed 2026-10-29
EdgeRock Capital LLC
INCREASED
Shares2,107 from 2,072
Change+35 (+2%)
Value$573.4K (+$9.8K)
Filed 2026-11-03
Strategic Blueprint, LLC
INCREASED
Shares2,103 from 1,405
Change+698 (+50%)
Value$572.4K (+$190.1K)
Filed 2026-10-22
Beverly Hills Private Wealth, LLC
INCREASED
Shares2,096 from 1,682
Change+414 (+25%)
Value$570.3K (+$112.9K)
Filed 2026-11-04
Richard C. Young & Co., Ltd.
DECREASED
Shares2,096 from 2,325
Change-229 (-10%)
Value$570.5K (-$61.8K)
Filed 2026-11-04
Karras Company, Inc.
DECREASED
Shares2,087 from 2,171
Change-84 (-4%)
Value$568.0K (-$22.5K)
Filed 2026-10-16
Integral Investment Advisors, Inc.
UNCHANGED
Shares2,087 from 2,087
Change0 (0%)
Value$567.9K (+$271)
Filed 2026-11-03
Duncker Streett & Co Inc
UNCHANGED
Shares2,086 from 2,086
Change0 (0%)
Value$567.7K (+$271)
Filed 2026-10-27
Michael Brady & Co., LLC
DECREASED
Shares2,080 from 2,125
Change-45 (-2%)
Value$566.0K (-$12.0K)
Filed 2026-10-23
Spire Wealth Management
DECREASED
Shares2,078 from 2,538
Change-460 (-18%)
Value$565.5K (-$124.8K)
Filed 2026-10-30
Pincus Capital Management, LP
UNCHANGED
Shares2,075 from 2,075
Change0 (0%)
Value$564.7K (+$270)
Filed 2026-11-09
Evolution Advisers, Inc.
INCREASED
Shares2,067 from 1,957
Change+110 (+6%)
Value$592.2K (+$60.2K)
Filed 2026-11-06
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares2,066 from 2,020
Change+46 (+2%)
Value$562.3K (+$12.8K)
Filed 2026-10-23
Golden State Wealth Management, LLC
DECREASED
Shares2,062 from 2,068
Change-6 (0%)
Value$561.1K (-$1.6K)
Filed 2026-11-02
Oslo Pensjonsforsikring AS
DECREASED
Shares2,053 from 2,230
Change-177 (-8%)
Value$558.7K (-$47.9K)
Filed 2026-10-15
Lewis Asset Management, LLC
INCREASED
Shares2,045 from 1,306
Change+739 (+57%)
Value$556.5K (+$201.1K)
Filed 2026-10-14
Sage Financial Management Group, Inc.
UNCHANGED
Shares2,044 from 2,044
Change0 (0%)
Value$556.2K (+$266)
Filed 2026-11-06
Good Harbor Advisors, Inc.
UNCHANGED
Shares2,043 from 2,043
Change0 (0%)
Value$556.0K (+$265)
Filed 2026-10-20
Greenhaven Associates Inc
UNCHANGED
Shares2,032 from 2,032
Change0 (0%)
Value$553.0K (+$264)
Filed 2026-10-26
Avalon Capital Management
INCREASED
Shares2,030 from 951
Change+1,079 (+113%)
Value$552.4K (+$293.8K)
Filed 2026-11-04
Picton Mahoney Asset Management
INCREASED
Shares2,030 from 1,730
Change+300 (+17%)
Value$552.4K (+$81.9K)
Filed 2026-11-09
Interchange Capital Partners, LLC
DECREASED
Shares2,029 from 2,061
Change-32 (-2%)
Value$552.2K (-$8.4K)
Filed 2026-10-28
First Financial Corp
UNCHANGED
Shares2,024 from 2,024
Change0 (0%)
Value$550.8K (+$263)
Filed 2026-10-13
Forza Wealth Management, LLC
INCREASED
Shares2,017 from 1,835
Change+182 (+10%)
Value$548.9K (+$49.8K)
Filed 2026-10-20
Embree Financial Group
INCREASED
Shares2,015 from 1,997
Change+18 (+1%)
Value$548.3K (+$5.2K)
Filed 2026-10-22
Solstein Capital, LLC
UNCHANGED
Shares2,007 from 2,007
Change0 (0%)
Value$546.2K (+$261)
Filed 2026-11-02
Essex LLC
UNCHANGED
Shares2,003 from 2,003
Change0 (0%)
Value$545.0K (+$261)
Filed 2026-10-14
Fishman JAY A LTD
DECREASED
Shares2,000 from 2,209
Change-209 (-9%)
Value$544.3K (-$56.6K)
Filed 2026-10-26
Payden & Rygel
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$544 (-$543.5K)
Filed 2026-10-28
Florida Financial Advisors, LLC
INCREASED
Shares1,999 from 1,814
Change+185 (+10%)
Value$543.9K (+$49.4K)
Filed 2026-11-09
SkyOak Wealth, LLC
UNCHANGED
Shares1,998 from 1,998
Change0 (0%)
Value$543.7K (+$260)
Filed 2026-10-28
Impact Partnership Wealth, LLC
INCREASED
Shares1,997 from 1,746
Change+251 (+14%)
Value$543.4K (+$68.5K)
Filed 2026-11-09
Birch Financial Group, LLC
INCREASED
Shares1,996 from 1,674
Change+322 (+19%)
Value$543.0K (+$87.6K)
Filed 2026-10-27
FSM Wealth Advisors, LLC
INCREASED
Shares1,996 from 1,981
Change+15 (+1%)
Value$555.2K (+$16.4K)
Filed 2026-10-27
Allen Mooney & Barnes Investment Advisors LLC
INCREASED
Shares1,993 from 1,991
Change+2 (+0%)
Value$542.3K (+$872)
Filed 2026-10-08
TBH Global Asset Management, LLC
INCREASED
Shares1,991 from 1,988
Change+3 (+0%)
Value$541.9K (+$1.2K)
Filed 2026-11-03
Spectrum Advisors, Inc.
DECREASED
Shares1,990 from 2,020
Change-30 (-1%)
Value$541.5K (-$7.9K)
Filed 2026-11-03
Richwood Investment Advisors, LLC
UNCHANGED
Shares1,990 from 1,990
Change0 (0%)
Value$541.5K (+$259)
Filed 2026-10-30
J.Safra Asset Management Corp
UNCHANGED
Shares1,987 from 1,987
Change0 (0%)
Value$540.7K (+$258)
Filed 2026-11-03
Linden Thomas Advisory Services, LLC
NEW
Shares1,984
Change+1,984
Value$539.9K
Filed 2026-10-19
Kenora Financial, LLC
DECREASED
Shares1,983 from 2,087
Change-104 (-5%)
Value$539.6K (-$28.0K)
Filed 2026-10-20
Pioneer Wealth Management Group
INCREASED
Shares1,979 from 1,963
Change+16 (+1%)
Value$538.5K (+$4.6K)
Filed 2026-10-09
55 North Private Wealth, LLC
INCREASED
Shares1,969 from 1,803
Change+166 (+9%)
Value$535.8K (+$45.4K)
Filed 2026-10-20
LJI Wealth Management, LLC
UNCHANGED
Shares1,968 from 1,968
Change0 (0%)
Value$535.6K (+$256)
Filed 2026-10-28
Diesslin Group, Inc.
UNCHANGED
Shares1,959 from 1,959
Change0 (0%)
Value$533.1K (+$255)
Filed 2026-10-14
PUREfi Wealth, LLC
DECREASED
Shares1,954 from 1,972
Change-18 (-1%)
Value$531.7K (-$4.6K)
Filed 2026-10-19
Old Port Advisors
INCREASED
Shares1,953 from 1,943
Change+10 (+1%)
Value$531.5K (+$3.0K)
Filed 2026-10-23
Claro Advisors Inc.
INCREASED
Shares1,947 from 1,412
Change+535 (+38%)
Value$529.9K (+$145.8K)
Filed 2026-11-02
Bank of New Hampshire
UNCHANGED
Shares1,943 from 1,943
Change0 (0%)
Value$528.7K (+$253)
Filed 2026-10-06
Woodmont Investment Counsel LLC
INCREASED
Shares1,933 from 1,881
Change+52 (+3%)
Value$526.0K (+$14.4K)
Filed 2026-10-29
Patten Group, Inc.
INCREASED
Shares1,932 from 1,913
Change+19 (+1%)
Value$525.8K (+$5.4K)
Filed 2026-10-26
Pacifica Partners Inc.
DECREASED
Shares1,932 from 1,937
Change-5 (0%)
Value$526.3K (-$20.4K)
Filed 2026-10-09
James T. Borello RIA
INCREASED
Shares1,931 from 1,924
Change+7 (+0%)
Value$525.4K (+$2.2K)
Filed 2026-10-16
Means Investment Co., Inc.
INCREASED
Shares1,922 from 1,917
Change+5 (+0%)
Value$523.0K (+$1.5K)
Filed 2026-11-03
Plan A Wealth LLC
INCREASED
Shares1,921 from 1,193
Change+728 (+61%)
Value$522.8K (+$198.3K)
Filed 2026-10-08
Granville Capital, Inc.
INCREASED
Shares1,913 from 1,796
Change+117 (+7%)
Value$520.6K (+$32.1K)
Filed 2026-11-05
D.B. Root & Company, LLC
INCREASED
Shares1,912 from 1,889
Change+23 (+1%)
Value$520.3K (+$6.5K)
Filed 2026-11-04
West Family Investments, Inc.
INCREASED
Shares1,906 from 1,889
Change+17 (+1%)
Value$518.7K (+$4.9K)
Filed 2026-11-09
Symphony Financial, Ltd. Co.
INCREASED
Shares1,901 from 1,784
Change+117 (+7%)
Value$524.8K (+$38.3K)
Filed 2026-10-22
Samalin Investment Counsel, LLC
DECREASED
Shares1,893 from 1,907
Change-14 (-1%)
Value$515.0K (-$3.6K)
Filed 2026-10-23
Eclectic Associates Inc
INCREASED
Shares1,890 from 1,880
Change+10 (+1%)
Value$514.4K (+$3.0K)
Filed 2026-10-09
Detalus Advisors, LLC
INCREASED
Shares1,883 from 1,857
Change+26 (+1%)
Value$512.3K (+$7.3K)
Filed 2026-10-15
Burford Brothers, Inc.
INCREASED
Shares1,879 from 1,877
Change+2 (+0%)
Value$511.3K (+$788)
Filed 2026-10-21
Dakota Community Bank & Trust NA
DECREASED
Shares1,877 from 2,062
Change-185 (-9%)
Value$510.8K (-$50.1K)
Filed 2026-10-09
McLean Asset Management Corp
DECREASED
Shares1,867 from 1,881
Change-14 (-1%)
Value$556.2K (+$6.7K)
Filed 2026-11-06
Sunburst Financial Group, LLC
DECREASED
Shares1,866 from 1,967
Change-101 (-5%)
Value$507.8K (-$27.2K)
Filed 2026-10-09
Midwest Financial Group LLC
INCREASED
Shares1,859 from 1,852
Change+7 (+0%)
Value$506.0K (+$2.2K)
Filed 2026-10-15
Diversified Enterprises, LLC
INCREASED
Shares1,857 from 1,458
Change+399 (+27%)
Value$505.3K (+$108.8K)
Filed 2026-10-19
Key FInancial Inc
INCREASED
Shares1,850 from 1,783
Change+67 (+4%)
Value$503.4K (+$18.5K)
Filed 2026-11-02
Montis Financial, LLC
INCREASED
Shares1,840 from 1,815
Change+25 (+1%)
Value$500.7K (+$7.0K)
Filed 2026-11-04
Titleist Asset Management, LLC
INCREASED
Shares1,836 from 1,751
Change+85 (+5%)
Value$499.6K (+$23.4K)
Filed 2026-10-08
Nfsg Corp
INCREASED
Shares1,833 from 752
Change+1,081 (+144%)
Value$498.8K (+$294.3K)
Filed 2026-10-15
Victory Financial Group, LLC
INCREASED
Shares1,829 from 752
Change+1,077 (+143%)
Value$497.7K (+$293.2K)
Filed 2026-10-27
Hanson & Doremus Investment Management
UNCHANGED
Shares1,827 from 1,827
Change0 (0%)
Value$497 (-$496.5K)
Filed 2026-10-16
Delta Investment Management, LLC
DECREASED
Shares1,822 from 1,863
Change-41 (-2%)
Value$495.8K (-$10.8K)
Filed 2026-11-09
Rosenberg Matthew Hamilton
UNCHANGED
Shares1,819 from 1,819
Change0 (0%)
Value$495.0K (+$236)
Filed 2026-10-05
Personal CFO Solutions, LLC
DECREASED
Shares1,813 from 2,776
Change-963 (-35%)
Value$493.3K (-$261.6K)
Filed 2026-11-06
Putney Financial Group LLC
DECREASED
Shares1,811 from 1,836
Change-25 (-1%)
Value$492.8K (-$6.6K)
Filed 2026-10-30
Ascentis Wealth Management, LLC
INCREASED
Shares1,808 from 1,596
Change+212 (+13%)
Value$492.2K (+$58.1K)
Filed 2026-11-03
Sunbeam Capital Management, LLC
DECREASED
Shares1,801 from 1,912
Change-111 (-6%)
Value$490.1K (-$29.9K)
Filed 2026-11-05
Arvest Investments, Inc.
INCREASED
Shares1,801 from 1,800
Change+1 (+0%)
Value$490.3K (+$506)
Filed 2026-10-21
Hudock, Inc.
DECREASED
Shares1,799 from 1,828
Change-29 (-2%)
Value$489.6K (-$7.7K)
Filed 2026-10-14
Foster Group, Inc.
DECREASED
Shares1,799 from 1,805
Change-6 (0%)
Value$489.5K (-$1.5K)
Filed 2026-10-13
Intelligent Financial Strategies
UNCHANGED
Shares1,798 from 1,798
Change0 (0%)
Value$489.2K (+$234)
Filed 2026-10-16
Focused Wealth Management, Inc
DECREASED
Shares1,797 from 1,918
Change-121 (-6%)
Value$489.0K (-$32.8K)
Filed 2026-10-30
Garner Asset Management Corp
DECREASED
Shares1,793 from 1,965
Change-172 (-9%)
Value$532.4K (-$2.1K)
Filed 2026-10-30
XY Planning Network, Inc.
NEW
Shares1,789
Change+1,789
Value$486.8K
Filed 2026-10-14
Wealth Preservation Advisors, LLC
INCREASED
Shares1,788 from 1,581
Change+207 (+13%)
Value$486.6K (+$56.5K)
Filed 2026-11-05
Trust Co of Kansas
UNCHANGED
Shares1,786 from 1,786
Change0 (0%)
Value$486 (-$485.5K)
Filed 2026-11-06
Global Assets Advisory, LLC
DECREASED
Shares1,784 from 1,896
Change-112 (-6%)
Value$494.7K (-$33.4K)
Filed 2026-10-28
Income Insurance Ltd
UNCHANGED
Shares1,784 from 1,784
Change0 (0%)
Value$485.5K (+$232)
Filed 2026-10-21
Moss Adams Wealth Advisors LLC
DECREASED
Shares1,778 from 2,227
Change-449 (-20%)
Value$483.9K (-$121.8K)
Filed 2026-10-28
Tradewinds Capital Management, LLC
UNCHANGED
Shares1,778 from 1,778
Change0 (0%)
Value$483.8K (+$232)
Filed 2026-10-23
Townsend & Associates, Inc
INCREASED
Shares1,777 from 1,766
Change+11 (+1%)
Value$513.7K (-$9.4K)
Filed 2026-10-23
Independent Solutions Wealth Management, LLC
DECREASED
Shares1,777 from 1,787
Change-10 (-1%)
Value$483.4K (-$2.5K)
Filed 2026-10-28
Benchmark Financial Wealth Advisors, LLC
INCREASED
Shares1,761 from 1,586
Change+175 (+11%)
Value$479.2K (+$47.7K)
Filed 2026-10-20
River Street Advisors LLC
UNCHANGED
Shares1,761 from 1,761
Change0 (0%)
Value$479.2K (+$229)
Filed 2026-10-22
AdvisorNet Financial, Inc
INCREASED
Shares1,758 from 1,558
Change+200 (+13%)
Value$503.4K (+$79.6K)
Filed 2026-10-15
NTV Asset Management LLC
INCREASED
Shares1,755 from 1,655
Change+100 (+6%)
Value$477.6K (+$27.4K)
Filed 2026-10-23
Bernardo Wealth Planning LLC
INCREASED
Shares1,750 from 866
Change+884 (+102%)
Value$476.1K (+$240.6K)
Filed 2026-10-23
denkapparat Operations GmbH
UNCHANGED
Shares1,742 from 1,742
Change0 (0%)
Value$474.1K (+$226)
Filed 2026-11-09
Whalen Wealth Management Inc.
INCREASED
Shares1,737 from 1,263
Change+474 (+38%)
Value$472.7K (+$129.2K)
Filed 2026-10-08
Wynn Capital, LLC
INCREASED
Shares1,736 from 1,641
Change+95 (+6%)
Value$472.4K (+$26.1K)
Filed 2026-10-13
Acorn Wealth Advisors, LLC
INCREASED
Shares1,735 from 1,655
Change+80 (+5%)
Value$472.0K (+$22.0K)
Filed 2026-10-19
Certified Advisory Corp
INCREASED
Shares1,725 from 1,704
Change+21 (+1%)
Value$469.5K (+$5.9K)
Filed 2026-10-29
Financial Synergies Wealth Advisors, Inc.
INCREASED
Shares1,724 from 1,658
Change+66 (+4%)
Value$469.2K (+$18.2K)
Filed 2026-10-16
JB Capital LLC
INCREASED
Shares1,721 from 1,685
Change+36 (+2%)
Value$468.3K (+$10.1K)
Filed 2026-10-19
Vela Investment Management, LLC
DECREASED
Shares1,721 from 1,748
Change-27 (-2%)
Value$468.3K (-$7.1K)
Filed 2026-11-09
BLB&B Advisors, LLC
INCREASED
Shares1,720 from 1,631
Change+89 (+5%)
Value$468.1K (+$24.4K)
Filed 2026-10-27
Nicholson Wealth Management Group, LLC
UNCHANGED
Shares1,717 from 1,717
Change0 (0%)
Value$467.2K (+$223)
Filed 2026-11-09
Corundum Group, Inc.
NEW
Shares1,713
Change+1,713
Value$466.2K
Filed 2026-10-28
Prairie Advisory, LLC
INCREASED
Shares1,712 from 854
Change+858 (+100%)
Value$465.7K (+$233.3K)
Filed 2026-10-19
Live Oak Private Wealth LLC
INCREASED
Shares1,711 from 1,686
Change+25 (+1%)
Value$465.6K (+$7.0K)
Filed 2026-11-02
Wealth Group, Ltd.
DECREASED
Shares1,710 from 5,619
Change-3,909 (-70%)
Value$465 (-$1.5M)
Filed 2026-10-30
Tuttle Capital Management, LLC
INCREASED
Shares1,709 from 785
Change+924 (+118%)
Value$465.1K (+$251.6K)
Filed 2026-10-21
Outlook Wealth Advisors, LLC
DECREASED
Shares1,704 from 1,735
Change-31 (-2%)
Value$463.6K (-$8.5K)
Filed 2026-10-28
Successful Portfolios LLC
DECREASED
Shares1,704 from 1,705
Change-1 (0%)
Value$472.3K (-$16.0K)
Filed 2026-10-09
R2 Capital Strategies, LLC
DECREASED
Shares1,702 from 1,716
Change-14 (-1%)
Value$463.3K (-$3.4K)
Filed 2026-10-15
Indiana Trust & Investment Management Co
UNCHANGED
Shares1,700 from 1,700
Change0 (0%)
Value$462.6K (+$221)
Filed 2026-10-22
Global Financial Private Client, LLC
INCREASED
Shares1,698 from 1,677
Change+21 (+1%)
Value$462.1K (+$5.9K)
Filed 2026-10-15
R Squared Ltd
DECREASED
Shares1,691 from 3,075
Change-1,384 (-45%)
Value$460.2K (-$376.2K)
Filed 2026-11-06
Abner Herrman & Brock LLC
INCREASED
Shares1,685 from 1,447
Change+238 (+16%)
Value$459 (+$65)
Filed 2026-10-20
Castle Rock Wealth Management, LLC
DECREASED
Shares1,672 from 1,762
Change-90 (-5%)
Value$462.6K (-$26.7K)
Filed 2026-10-09
Barr E S & Co
INCREASED
Shares1,666 from 1,446
Change+220 (+15%)
Value$453.4K (+$60.1K)
Filed 2026-11-06
Red Mountain Financial, LLC
INCREASED
Shares1,666 from 1,665
Change+1 (+0%)
Value$453.4K (+$615)
Filed 2026-11-03
Acadian Asset Management LLC
DECREASED
Shares1,647 from 89,909
Change-88,262 (-98%)
Value$448 (-$24.5M)
Filed 2026-11-09
M. Kraus & Co
DECREASED
Shares1,644 from 1,744
Change-100 (-6%)
Value$447.4K (-$27.0K)
Filed 2026-10-20
Channel Wealth LLC
INCREASED
Shares1,643 from 1,617
Change+26 (+2%)
Value$447.1K (+$7.3K)
Filed 2026-11-06
Eubel Brady & Suttman Asset Management Inc
INCREASED
Shares1,639 from 1,616
Change+23 (+1%)
Value$446 (-$439.6K)
Filed 2026-11-04
Kestra Investment Management, LLC
INCREASED
Shares1,635 from 1,533
Change+102 (+7%)
Value$444.9K (+$28.0K)
Filed 2026-11-04
Flavin Financial Services, Inc.
INCREASED
Shares1,631 from 1,601
Change+30 (+2%)
Value$443.9K (+$8.4K)
Filed 2026-10-21
Cardiff Park Advisors, LLC
UNCHANGED
Shares1,631 from 1,631
Change0 (0%)
Value$443.8K (+$212)
Filed 2026-11-09
Retirement Planning Group, LLC
INCREASED
Shares1,625 from 1,596
Change+29 (+2%)
Value$442.1K (+$8.1K)
Filed 2026-10-19
Covenant Asset Management, LLC
DECREASED
Shares1,624 from 1,655
Change-31 (-2%)
Value$441.9K (-$8.2K)
Filed 2026-10-14
One Wealth Capital Management, LLC
NEW
Shares1,620
Change+1,620
Value$440.9K
Filed 2026-10-23
Riverwater Partners LLC
DECREASED
Shares1,619 from 1,660
Change-41 (-2%)
Value$440.6K (-$10.9K)
Filed 2026-11-03
Cromwell Holdings LLC
DECREASED
Shares1,609 from 1,888
Change-279 (-15%)
Value$437.9K (-$75.7K)
Filed 2026-10-28
MMA Asset Management LLC
DECREASED
Shares1,606 from 1,624
Change-18 (-1%)
Value$437.0K (-$4.7K)
Filed 2026-11-02
Regatta Capital Group, LLC
INCREASED
Shares1,601 from 1,546
Change+55 (+4%)
Value$435.8K (+$15.2K)
Filed 2026-10-23
Kelsey Financial, LLC
UNCHANGED
Shares1,600 from 1,600
Change0 (0%)
Value$435.4K (+$208)
Filed 2026-10-28
Atwood & Palmer Inc
INCREASED
Shares1,598 from 685
Change+913 (+133%)
Value$434.9K (+$248.5K)
Filed 2026-10-08
Alpha Family Trust
UNCHANGED
Shares1,595 from 1,595
Change0 (0%)
Value$433.8K ($0)
Filed 2026-11-04
WealthBridge Capital Management, LLC
UNCHANGED
Shares1,585 from 1,585
Change0 (0%)
Value$431.3K (+$206)
Filed 2026-10-16
Fenimore Asset Management Inc
UNCHANGED
Shares1,584 from 1,584
Change0 (0%)
Value$431.1K (+$206)
Filed 2026-10-08
Rede Wealth, LLC
UNCHANGED
Shares1,584 from 1,584
Change0 (0%)
Value$431.1K (+$206)
Filed 2026-10-22
Root Financial Partners, LLC
INCREASED
Shares1,577 from 1,380
Change+197 (+14%)
Value$429.2K (+$53.8K)
Filed 2026-10-21
McAdam, LLC
INCREASED
Shares1,576 from 1,260
Change+316 (+25%)
Value$428.8K (+$86.2K)
Filed 2026-10-21
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares1,574 from 1,595
Change-21 (-1%)
Value$428.2K (-$5.5K)
Filed 2026-10-27
Oakmont Investment Advisors, Inc.
INCREASED
Shares1,573 from 1,566
Change+7 (+0%)
Value$428.0K (+$2.3K)
Filed 2026-10-21
Nixon Peabody Trust Co
DECREASED
Shares1,571 from 1,641
Change-70 (-4%)
Value$427.5K (-$18.8K)
Filed 2026-10-23
Eagle Harbor Asset Management Inc
UNCHANGED
Shares1,567 from 1,567
Change0 (0%)
Value$426.4K (+$204)
Filed 2026-10-21
Breakwater Capital Group
DECREASED
Shares1,566 from 1,588
Change-22 (-1%)
Value$426.2K (-$5.8K)
Filed 2026-10-09
Uhlmann Price Securities, LLC
UNCHANGED
Shares1,565 from 1,565
Change0 (0%)
Value$425.9K (+$201)
Filed 2026-11-03
LightSquare Wealth Management, LLC
INCREASED
Shares1,563 from 1,484
Change+79 (+5%)
Value$425.5K (+$21.7K)
Filed 2026-11-03
D'Orazio & Associates, Inc.
INCREASED
Shares1,562 from 1,471
Change+91 (+6%)
Value$425.1K (+$25.0K)
Filed 2026-11-04
Hohimer Wealth Management, LLC
DECREASED
Shares1,556 from 1,737
Change-181 (-10%)
Value$423.5K (-$49.0K)
Filed 2026-11-04
Asset Planning,Inc
INCREASED
Shares1,553 from 1,545
Change+8 (+1%)
Value$422.6K (+$2.3K)
Filed 2026-10-26
Crew Capital Management, Ltd
INCREASED
Shares1,550 from 1,360
Change+190 (+14%)
Value$421.8K (+$51.9K)
Filed 2026-10-28
Lord & Richards Wealth Management, LLC
NEW
Shares1,546
Change+1,546
Value$420.7K
Filed 2026-10-14
Black Diamond Financial, LLC
INCREASED
Shares1,542 from 1,392
Change+150 (+11%)
Value$419.6K (+$41.0K)
Filed 2026-10-26
Sharkey, Howes & Javer
UNCHANGED
Shares1,541 from 1,541
Change0 (0%)
Value$419.4K (+$200)
Filed 2026-10-22
Woodstock Corp
INCREASED
Shares1,540 from 990
Change+550 (+56%)
Value$419.1K (+$149.8K)
Filed 2026-10-13
Camden National Bank
UNCHANGED
Shares1,536 from 1,536
Change0 (0%)
Value$418.0K (+$200)
Filed 2026-11-02
Elevated Capital Advisors, LLC
DECREASED
Shares1,535 from 1,611
Change-76 (-5%)
Value$417.8K (-$20.2K)
Filed 2026-11-04
Live Oak Investment Partners
DECREASED
Shares1,532 from 1,578
Change-46 (-3%)
Value$416.9K (-$12.3K)
Filed 2026-10-23
AA Financial Advisors, LLC
INCREASED
Shares1,529 from 1,389
Change+140 (+10%)
Value$416.1K (+$38.3K)
Filed 2026-10-19
Fell Capital Management
UNCHANGED
Shares1,525 from 1,525
Change0 (0%)
Value$415.0K (+$198)
Filed 2026-10-09
Legacy Advisory Services, LLC
DECREASED
Shares1,522 from 1,539
Change-17 (-1%)
Value$414.2K (-$4.4K)
Filed 2026-10-20
Bell Bank
DECREASED
Shares1,521 from 1,589
Change-68 (-4%)
Value$413.9K (-$18.3K)
Filed 2026-10-21
Crescent Sterling, Ltd.
INCREASED
Shares1,520 from 1,135
Change+385 (+34%)
Value$413.6K (+$104.9K)
Filed 2026-10-16
Carnegie Lake Advisors LLC
UNCHANGED
Shares1,519 from 1,519
Change0 (0%)
Value$413.4K (+$197)
Filed 2026-11-06
Shrier Wealth Management, LLC
INCREASED
Shares1,517 from 1,516
Change+1 (+0%)
Value$412.7K (+$281)
Filed 2026-10-20
Compass Financial Group, Inc
DECREASED
Shares1,515 from 1,580
Change-65 (-4%)
Value$412.3K (-$17.3K)
Filed 2026-10-13
SmartHarvest Portfolios, LLC
DECREASED
Shares1,513 from 1,723
Change-210 (-12%)
Value$411.6K (-$56.9K)
Filed 2026-10-26
Whipplewood Advisors, LLC
DECREASED
Shares1,509 from 1,542
Change-33 (-2%)
Value$410.6K (-$8.8K)
Filed 2026-10-20
ARK & TLK Investments, LLC
DECREASED
Shares1,502 from 2,002
Change-500 (-25%)
Value$408.7K (-$135.8K)
Filed 2026-10-20
Shade Tree Advisors LLC
NEW
Shares1,500
Change+1,500
Value$408.2K
Filed 2026-10-22
Global Trust Asset Management, LLC
DECREASED
Shares1,499 from 1,569
Change-70 (-4%)
Value$407.8K (-$18.8K)
Filed 2026-10-19
Fiduciary Financial Group, LLC
INCREASED
Shares1,494 from 1,451
Change+43 (+3%)
Value$406.6K (+$11.9K)
Filed 2026-10-13
Atala Financial Inc
UNCHANGED
Shares1,493 from 1,493
Change0 (0%)
Value$406.3K (+$194)
Filed 2026-10-22
Code Waechter LLC
INCREASED
Shares1,490 from 1,337
Change+153 (+11%)
Value$405.4K (+$41.7K)
Filed 2026-10-23
Alliance Wealth Advisors, LLC
DECREASED
Shares1,481 from 1,651
Change-170 (-10%)
Value$403.0K (-$46.0K)
Filed 2026-10-28
Petros Family Wealth, LLC
DECREASED
Shares1,481 from 1,506
Change-25 (-2%)
Value$403.0K (-$6.6K)
Filed 2026-10-28
Consolidated Capital Management, LLC
INCREASED
Shares1,477 from 1,470
Change+7 (+0%)
Value$401.8K (+$2.1K)
Filed 2026-10-13
Bison Wealth, LLC
INCREASED
Shares1,476 from 1,248
Change+228 (+18%)
Value$415.7K (+$63.2K)
Filed 2026-10-13
Continuum Wealth Advisors, LLC
DECREASED
Shares1,470 from 1,622
Change-152 (-9%)
Value$400.0K (-$41.2K)
Filed 2026-10-20
Commonwealth Financial Services, LLC
INCREASED
Shares1,468 from 1,446
Change+22 (+2%)
Value$399.5K (+$6.2K)
Filed 2026-10-20
Quantum Financial Advisors, LLC
INCREASED
Shares1,461 from 1,306
Change+155 (+12%)
Value$397.6K (+$42.4K)
Filed 2026-11-03
First Affirmative Financial Network
NEW
Shares1,451
Change+1,451
Value$394.8K
Filed 2026-10-21
Neumann Capital Management, LLC
UNCHANGED
Shares1,451 from 1,451
Change0 (0%)
Value$394.9K (+$189)
Filed 2026-10-15
Avantra Family Wealth, Inc.
NEW
Shares1,447
Change+1,447
Value$393.8K
Filed 2026-10-20
Deroy & Devereaux Private Investment Counsel Inc
INCREASED
Shares1,446 from 790
Change+656 (+83%)
Value$393 (-$214.6K)
Filed 2026-10-26
Trueblood Wealth Management, LLC
INCREASED
Shares1,445 from 1,438
Change+7 (+0%)
Value$393.2K (+$2.2K)
Filed 2026-10-23
Plante Moran Financial Advisors, LLC
DECREASED
Shares1,438 from 1,886
Change-448 (-24%)
Value$391.2K (-$121.8K)
Filed 2026-11-04
Lifestyle Asset Management, Inc.
INCREASED
Shares1,437 from 1,233
Change+204 (+17%)
Value$391.0K (+$55.6K)
Filed 2026-10-20
ARS Investment Partners, LLC
UNCHANGED
Shares1,437 from 1,437
Change0 (0%)
Value$391.1K (+$187)
Filed 2026-11-05
First Business Financial Services, Inc.
UNCHANGED
Shares1,437 from 1,437
Change0 (0%)
Value$391.1K (+$187)
Filed 2026-10-29
Hager Investment Management Services, LLC
DECREASED
Shares1,436 from 1,446
Change-10 (-1%)
Value$390.8K (-$2.5K)
Filed 2026-11-04
Zega Investments, LLC
DECREASED
Shares1,433 from 3,351
Change-1,918 (-57%)
Value$390.0K (-$521.5K)
Filed 2026-11-04
Brady Martz Wealth Solutions, LLC
INCREASED
Shares1,431 from 1,021
Change+410 (+40%)
Value$389.3K (+$111.7K)
Filed 2026-11-05
Howard Financial Services, Ltd.
INCREASED
Shares1,431 from 1,246
Change+185 (+15%)
Value$389.3K (+$50.3K)
Filed 2026-10-15
Guinness Asset Management LTD
INCREASED
Shares1,430 from 1,200
Change+230 (+19%)
Value$389.1K (+$62.7K)
Filed 2026-11-05
CFS Investment Advisory Services, LLC
INCREASED
Shares1,427 from 1,334
Change+93 (+7%)
Value$394.7K (+$18.2K)
Filed 2026-10-19
Wilkins Miller Wealth Management, LLC
INCREASED
Shares1,426 from 1,425
Change+1 (+0%)
Value$388.1K (+$453)
Filed 2026-10-13
Atlas Capital Advisors Inc.
UNCHANGED
Shares1,421 from 1,421
Change0 (0%)
Value$1.0M (+$633.0K)
Filed 2026-11-09
Coyle Financial Counsel LLC
DECREASED
Shares1,420 from 1,452
Change-32 (-2%)
Value$386.4K (-$8.5K)
Filed 2026-10-28
Abacus Wealth Partners, LLC
DECREASED
Shares1,418 from 1,430
Change-12 (-1%)
Value$385.9K (-$3.1K)
Filed 2026-11-03
Values First Advisors, Inc.
INCREASED
Shares1,416 from 876
Change+540 (+62%)
Value$385.3K (+$147.0K)
Filed 2026-10-23
Client 1ST Advisory Group, LLC
INCREASED
Shares1,414 from 1,412
Change+2 (+0%)
Value$384.8K (+$728)
Filed 2026-10-19
RIA Advisory Group LLC
DECREASED
Shares1,405 from 1,456
Change-51 (-3%)
Value$382.4K (-$13.8K)
Filed 2026-10-15
Jessup Wealth Management, Inc
NEW
Shares1,404
Change+1,404
Value$382.1K
Filed 2026-10-20
Shah Wealth Advisors, LLC
NEW
Shares1,395
Change+1,395
Value$379.6K
Filed 2026-11-06
Heck Capital Advisors, LLC
DECREASED
Shares1,392 from 2,341
Change-949 (-41%)
Value$378.9K (-$257.9K)
Filed 2026-10-14
Redwood Park Advisors LLC
INCREASED
Shares1,387 from 1,380
Change+7 (+1%)
Value$377.3K (+$1.9K)
Filed 2026-11-02
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares1,382 from 1,818
Change-436 (-24%)
Value$376.1K (-$118.4K)
Filed 2026-10-14
Silvant Capital Management LLC
UNCHANGED
Shares1,382 from 1,382
Change0 (0%)
Value$376.1K (+$180)
Filed 2026-11-09
Corundum Trust Company, Inc
UNCHANGED
Shares1,382 from 1,382
Change0 (0%)
Value$376.1K (+$180)
Filed 2026-10-29
Warwick Investment Management, Inc.
INCREASED
Shares1,381 from 1,348
Change+33 (+2%)
Value$375.8K (+$9.2K)
Filed 2026-10-19
Graves Light Lenhart Wealth, Inc.
DECREASED
Shares1,381 from 1,412
Change-31 (-2%)
Value$375.8K (-$8.3K)
Filed 2026-10-09
Cache Advisors, LLC
UNCHANGED
Shares1,378 from 1,378
Change0 (0%)
Value$375.0K (+$179)
Filed 2026-10-16
Baron Wealth Management LLC
INCREASED
Shares1,377 from 1,372
Change+5 (+0%)
Value$374.7K (+$1.3K)
Filed 2026-10-27
Redmond Asset Management, LLC
DECREASED
Shares1,363 from 1,387
Change-24 (-2%)
Value$370.9K (-$6.4K)
Filed 2026-10-27
Gould Asset Management LLC
UNCHANGED
Shares1,363 from 1,363
Change0 (0%)
Value$370.9K (+$177)
Filed 2026-11-06
Sage Private Wealth Group, LLC
DECREASED
Shares1,361 from 1,499
Change-138 (-9%)
Value$370.3K (-$37.6K)
Filed 2026-10-21
Flagship Harbor Advisors, LLC
INCREASED
Shares1,359 from 1,357
Change+2 (+0%)
Value$369.9K (+$783)
Filed 2026-10-26
Juncture Wealth Strategies, LLC
DECREASED
Shares1,356 from 1,377
Change-21 (-2%)
Value$369.0K (-$5.5K)
Filed 2026-10-06
MW Advisory, LLC
DECREASED
Shares1,355 from 1,603
Change-248 (-15%)
Value$368.7K (-$67.3K)
Filed 2026-10-19
GAM Holding AG
DECREASED
Shares1,354 from 1,714
Change-360 (-21%)
Value$368.5K (-$97.7K)
Filed 2026-11-03
City Holding Co
DECREASED
Shares1,353 from 1,383
Change-30 (-2%)
Value$368.2K (-$8.0K)
Filed 2026-10-19
Congress Asset Management Co
INCREASED
Shares1,353 from 1,350
Change+3 (+0%)
Value$368.2K (+$899)
Filed 2026-10-06
DecisionMap Wealth Management, LLC
DECREASED
Shares1,352 from 1,449
Change-97 (-7%)
Value$367.9K (-$26.2K)
Filed 2026-10-29
Klingman & Associates, LLC
INCREASED
Shares1,351 from 1,322
Change+29 (+2%)
Value$367.6K (+$8.1K)
Filed 2026-10-20
Plato Investment Management Ltd
NEW
Shares1,344
Change+1,344
Value$367.2K
Filed 2026-11-05
James Investment Research, Inc.
DECREASED
Shares1,343 from 1,634
Change-291 (-18%)
Value$365.5K (-$79.0K)
Filed 2026-10-22
Simon Quick Advisors, LLC
DECREASED
Shares1,337 from 1,651
Change-314 (-19%)
Value$363.9K (-$85.2K)
Filed 2026-10-26
3Chopt Investment Partners, LLC
INCREASED
Shares1,327 from 1,302
Change+25 (+2%)
Value$361.1K (+$7.0K)
Filed 2026-10-30
Jeter Robert S II
NEW
Shares1,326
Change+1,326
Value$374.5K
Filed 2026-10-16
Jacobsen Capital Management
INCREASED
Shares1,322 from 1,319
Change+3 (+0%)
Value$359.8K (+$988)
Filed 2026-10-27
Lake Street Private Wealth, LLC
INCREASED
Shares1,321 from 1,296
Change+25 (+2%)
Value$359.5K (+$7.0K)
Filed 2026-10-22
Grandview Asset Management LLC
INCREASED
Shares1,317 from 1,275
Change+42 (+3%)
Value$358.5K (+$11.8K)
Filed 2026-10-19
Narwhal Capital Management
INCREASED
Shares1,315 from 1,241
Change+74 (+6%)
Value$357.9K (+$20.3K)
Filed 2026-11-04
JSF Financial, LLC
NEW
Shares1,309
Change+1,309
Value$356.2K
Filed 2026-10-22
Broadway Wealth Solutions, Inc.
DECREASED
Shares1,303 from 1,320
Change-17 (-1%)
Value$354.7K (-$4.3K)
Filed 2026-10-21
Signature Equity Partners, LLC
INCREASED
Shares1,302 from 1,222
Change+80 (+7%)
Value$354.3K (+$21.9K)
Filed 2026-10-29
Talbot Financial, LLC
UNCHANGED
Shares1,300 from 1,300
Change0 (0%)
Value$353.8K (+$169)
Filed 2026-10-19
Seelaus Asset Management LLC
INCREASED
Shares1,295 from 1,133
Change+162 (+14%)
Value$352.4K (+$44.2K)
Filed 2026-10-14
Capital Investment Counsel, LLC
UNCHANGED
Shares1,288 from 1,288
Change0 (0%)
Value$350.5K (+$167)
Filed 2026-10-14
JFS Wealth Advisors, LLC
INCREASED
Shares1,284 from 1,269
Change+15 (+1%)
Value$349.5K (+$4.3K)
Filed 2026-11-03
River Wealth Advisors LLC
DECREASED
Shares1,281 from 1,681
Change-400 (-24%)
Value$348.5K (-$108.6K)
Filed 2026-11-09
Sage Rhino Capital LLC
DECREASED
Shares1,279 from 1,282
Change-3 (0%)
Value$348.1K (-$650)
Filed 2026-10-28
Macroview Investment Management LLC
INCREASED
Shares1,278 from 1,270
Change+8 (+1%)
Value$347.8K (+$2.3K)
Filed 2026-10-26
Quantum Private Wealth, LLC
UNCHANGED
Shares1,278 from 1,278
Change0 (0%)
Value$347.8K (+$166)
Filed 2026-10-20
Cordgrass Capital Advisors, LLC
UNCHANGED
Shares1,276 from 1,276
Change0 (0%)
Value$347.2K (+$166)
Filed 2026-10-30
Verity Asset Management, Inc.
DECREASED
Shares1,273 from 1,276
Change-3 (0%)
Value$346.2K (-$1.1K)
Filed 2026-10-30
SeaCrest Wealth Management, LLC
DECREASED
Shares1,271 from 1,278
Change-7 (-1%)
Value$345.9K (-$1.7K)
Filed 2026-10-21
Murphy & Mullick Capital Management Corp
INCREASED
Shares1,270 from 1,268
Change+2 (+0%)
Value$345.5K (+$452)
Filed 2026-11-02
Novem Group
INCREASED
Shares1,266 from 1,250
Change+16 (+1%)
Value$344.6K (+$4.7K)
Filed 2026-10-19
Pegasus Asset Management, Inc.
INCREASED
Shares1,264 from 1,262
Change+2 (+0%)
Value$344.0K (+$721)
Filed 2026-11-03
New Perspectives, Inc
UNCHANGED
Shares1,264 from 1,264
Change0 (0%)
Value$344.0K (+$164)
Filed 2026-10-14
L. Roy Papp & Associates, LLP
UNCHANGED
Shares1,262 from 1,262
Change0 (0%)
Value$343.4K (+$165)
Filed 2026-10-21
Expressive Wealth LLC
INCREASED
Shares1,259 from 1,153
Change+106 (+9%)
Value$342.7K (+$29.0K)
Filed 2026-11-09
Vision Capital Management, Inc.
DECREASED
Shares1,257 from 1,269
Change-12 (-1%)
Value$342.1K (-$3.1K)
Filed 2026-10-20
Perryman Financial Advisory Inc
DECREASED
Shares1,256 from 1,258
Change-2 (0%)
Value$341.7K (-$452)
Filed 2026-10-16
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares1,253 from 1,253
Change0 (0%)
Value$341.0K (+$163)
Filed 2026-10-29
Weatherly Asset Management L. P.
DECREASED
Shares1,245 from 1,270
Change-25 (-2%)
Value$338.8K (-$6.6K)
Filed 2026-10-20
Somerset Trust Co
INCREASED
Shares1,245 from 1,225
Change+20 (+2%)
Value$338.8K (+$5.6K)
Filed 2026-10-13
AM Investment Strategies LLC
INCREASED
Shares1,244 from 1,106
Change+138 (+12%)
Value$338 (+$37)
Filed 2026-11-05
RTD Financial Advisors, Inc.
UNCHANGED
Shares1,243 from 1,243
Change0 (0%)
Value$338.2K (+$162)
Filed 2026-10-09
Costello Asset Management, Inc
UNCHANGED
Shares1,240 from 1,240
Change0 (0%)
Value$337.4K (+$161)
Filed 2026-10-30
Silver OAK Securities, Incorporated
INCREASED
Shares1,232 from 1,197
Change+35 (+3%)
Value$357.5K (+$31.8K)
Filed 2026-11-09
Cadent Capital Advisors, LLC
UNCHANGED
Shares1,232 from 1,232
Change0 (0%)
Value$335.4K (+$160)
Filed 2026-10-09
Advantage Trust Co
UNCHANGED
Shares1,226 from 1,226
Change0 (0%)
Value$333.6K (+$159)
Filed 2026-10-19
Tidemark, LLC
INCREASED
Shares1,223 from 1,216
Change+7 (+1%)
Value$332.8K (+$2.1K)
Filed 2026-11-09
Earned Wealth Advisors, LLC
INCREASED
Shares1,221 from 971
Change+250 (+26%)
Value$332.4K (+$68.4K)
Filed 2026-11-06
Acorn Financial Advisory Services Inc
NEW
Shares1,220
Change+1,220
Value$332.0K
Filed 2026-11-02
Oakwell Private Wealth Management, LLC
DECREASED
Shares1,220 from 1,365
Change-145 (-11%)
Value$332.0K (-$39.2K)
Filed 2026-11-06
Mountain Pacific Investment Advisers LLC
INCREASED
Shares1,218 from 1,183
Change+35 (+3%)
Value$331.5K (+$9.7K)
Filed 2026-10-29
Bigelow Investment Advisors, LLC
INCREASED
Shares1,213 from 1,095
Change+118 (+11%)
Value$330.1K (+$32.3K)
Filed 2026-10-13
Trust Co of the South
DECREASED
Shares1,210 from 1,217
Change-7 (-1%)
Value$329.3K (-$1.7K)
Filed 2026-10-21
M.E. Allison & Co., Inc.
UNCHANGED
Shares1,209 from 1,209
Change0 (0%)
Value$329.0K (+$157)
Filed 2026-10-09
LEE Danner & Bass Inc
DECREASED
Shares1,208 from 1,256
Change-48 (-4%)
Value$328.8K (-$12.9K)
Filed 2026-10-27
Monument Capital Management
INCREASED
Shares1,208 from 1,164
Change+44 (+4%)
Value$328.9K (+$12.1K)
Filed 2026-10-09
Financial Management Network Inc
DECREASED
Shares1,206 from 1,530
Change-324 (-21%)
Value$335.6K (-$126.4K)
Filed 2026-10-09
Wealth Dimensions Group, Ltd.
INCREASED
Shares1,204 from 762
Change+442 (+58%)
Value$327.5K (+$120.4K)
Filed 2026-11-02
Rossby Financial, LCC
INCREASED
Shares1,200 from 816
Change+384 (+47%)
Value$326.6K (+$104.6K)
Filed 2026-11-05
Praxis Capital Management LLC
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$326.6K (+$156)
Filed 2026-10-16
Partners in Financial Planning
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$326.6K (+$156)
Filed 2026-11-06
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares1,198 from 1,198
Change0 (0%)
Value$325.7K ($0)
Filed 2026-11-03
BKM Wealth Management, LLC
INCREASED
Shares1,192 from 992
Change+200 (+20%)
Value$324.4K (+$54.6K)
Filed 2026-10-22
J. Safra Sarasin Holding AG
UNCHANGED
Shares1,191 from 1,191
Change0 (0%)
Value$289.0K ($0)
Filed 2026-10-26
Pachira Investments Inc.
INCREASED
Shares1,187 from 1,185
Change+2 (+0%)
Value$322.9K (+$616)
Filed 2026-10-14
Wedge Capital Management L L P
DECREASED
Shares1,182 from 1,244
Change-62 (-5%)
Value$321.7K (-$16.7K)
Filed 2026-10-13
PKS Advisory Services, LLC
UNCHANGED
Shares1,181 from 1,181
Change0 (0%)
Value$320.9K ($0)
Filed 2026-10-26
Entruity Wealth, LLC
UNCHANGED
Shares1,181 from 1,181
Change0 (0%)
Value$321.5K (+$154)
Filed 2026-11-06
Atticus Wealth Management, LLC
DECREASED
Shares1,176 from 1,187
Change-11 (-1%)
Value$319.9K (-$2.9K)
Filed 2026-10-20
Madrona Financial Services, LLC
DECREASED
Shares1,175 from 1,177
Change-2 (0%)
Value$319.8K (-$391)
Filed 2026-10-23
Sippican Capital Advisors
UNCHANGED
Shares1,174 from 1,174
Change0 (0%)
Value$319.5K (+$153)
Filed 2026-10-23
Ejmk Ventures LLC
INCREASED
Shares1,173 from 1,097
Change+76 (+7%)
Value$319.3K (+$20.9K)
Filed 2026-10-21
Doliver Advisors, LP
DECREASED
Shares1,173 from 1,207
Change-34 (-3%)
Value$319.2K (-$9.1K)
Filed 2026-10-01
Windsor Capital Management, LLC
INCREASED
Shares1,170 from 1,136
Change+34 (+3%)
Value$318.4K (+$9.4K)
Filed 2026-10-13
Sage Investment Counsel LLC
DECREASED
Shares1,168 from 1,268
Change-100 (-8%)
Value$317.8K (-$27.0K)
Filed 2026-10-26
Quintet Private Bank (Europe) S.A.
INCREASED
Shares1,168 from 1,162
Change+6 (+1%)
Value$317.8K (+$1.8K)
Filed 2026-10-08
Willow Creek Wealth Management Inc.
INCREASED
Shares1,168 from 1,167
Change+1 (+0%)
Value$318.1K (+$609)
Filed 2026-10-26
Providence Wealth Advisors, LLC
UNCHANGED
Shares1,168 from 1,168
Change0 (0%)
Value$325.0K (-$3.4K)
Filed 2026-10-29
Physician Wealth Advisors, Inc.
INCREASED
Shares1,166 from 1,102
Change+64 (+6%)
Value$317.3K (+$17.6K)
Filed 2026-10-20
Woodley Farra Manion Portfolio Management Inc
INCREASED
Shares1,165 from 1,159
Change+6 (+1%)
Value$317.0K (+$1.8K)
Filed 2026-11-05
Balentine LLC
DECREASED
Shares1,160 from 1,710
Change-550 (-32%)
Value$315.7K (-$149.4K)
Filed 2026-11-03
Accurate Wealth Management, LLC
DECREASED
Shares1,157 from 1,286
Change-129 (-10%)
Value$326.5K (-$41.8K)
Filed 2026-10-20
Fairvoy Private Wealth, LLC
INCREASED
Shares1,156 from 1,152
Change+4 (+0%)
Value$314.6K (+$1.2K)
Filed 2026-10-19
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
UNCHANGED
Shares1,156 from 1,156
Change0 (0%)
Value$314.6K (+$150)
Filed 2026-10-27
Harel Insurance Investments & Financial Services Ltd.
INCREASED
Shares1,154 from 600
Change+554 (+92%)
Value$314 (-$162.7K)
Filed 2026-11-02
Genesis Private Wealth, LLC
DECREASED
Shares1,153 from 1,155
Change-2 (0%)
Value$313.8K (-$394)
Filed 2026-11-02
Juno Financial Group LLC
INCREASED
Shares1,148 from 1,119
Change+29 (+3%)
Value$312.3K (+$7.9K)
Filed 2026-10-27
Keener Financial Planning LLC
UNCHANGED
Shares1,147 from 1,147
Change0 (0%)
Value$312.1K (+$1.1K)
Filed 2026-11-06
Rose Capital Advisors LLC
NEW
Shares1,146
Change+1,146
Value$312.0K
Filed 2026-11-04
Beacon Financial Advisory LLC
INCREASED
Shares1,145 from 1,098
Change+47 (+4%)
Value$311.6K (+$12.9K)
Filed 2026-10-16
United Advisor Group, LLC
INCREASED
Shares1,141 from 870
Change+271 (+31%)
Value$310.5K (+$73.9K)
Filed 2026-11-03
Wingate Wealth Advisors, Inc.
DECREASED
Shares1,139 from 1,189
Change-50 (-4%)
Value$310.0K (-$13.5K)
Filed 2026-10-26
Old Peak Finance LLC
INCREASED
Shares1,139 from 1,109
Change+30 (+3%)
Value$310.0K (+$8.3K)
Filed 2026-11-02
Oak Asset Management, LLC
UNCHANGED
Shares1,139 from 1,139
Change0 (0%)
Value$310.0K (+$148)
Filed 2026-10-13
Missouri Trust & Investment Co
DECREASED
Shares1,137 from 1,437
Change-300 (-21%)
Value$309.4K (-$110.4K)
Filed 2026-11-04
Flagstone Financial Management
INCREASED
Shares1,137 from 1,093
Change+44 (+4%)
Value$309.5K (+$12.1K)
Filed 2026-11-05
Paragon Private Wealth Management, LLC
DECREASED
Shares1,132 from 1,873
Change-741 (-40%)
Value$308.0K (-$201.5K)
Filed 2026-10-20
Cedarwood Wealth LLC
INCREASED
Shares1,129 from 1,100
Change+29 (+3%)
Value$307.2K (+$8.0K)
Filed 2026-11-09
QTR Family Wealth, LLC
DECREASED
Shares1,128 from 1,308
Change-180 (-14%)
Value$307.0K (-$48.7K)
Filed 2026-11-02
Kendall Capital Management
DECREASED
Shares1,126 from 1,127
Change-1 (0%)
Value$306.4K (-$126)
Filed 2026-10-23
Stockman Wealth Management, Inc.
UNCHANGED
Shares1,125 from 1,125
Change0 (0%)
Value$306.1K (+$147)
Filed 2026-10-27
Peregrine Asset Advisers, Inc.
UNCHANGED
Shares1,120 from 1,120
Change0 (0%)
Value$304.8K (+$146)
Filed 2026-11-09
Cetera Trust Company, N.a
UNCHANGED
Shares1,118 from 1,118
Change0 (0%)
Value$304.2K (+$145)
Filed 2026-11-09
LexAurum Advisors, LLC
DECREASED
Shares1,117 from 1,126
Change-9 (-1%)
Value$304.0K (-$2.2K)
Filed 2026-10-19
Boltwood Capital Management
INCREASED
Shares1,115 from 1,085
Change+30 (+3%)
Value$303.4K (+$8.3K)
Filed 2026-10-02
Arbor Investment Advisors, LLC
DECREASED
Shares1,113 from 1,193
Change-80 (-7%)
Value$302.8K (-$21.6K)
Filed 2026-10-26
Greenspring Advisors, LLC
INCREASED
Shares1,113 from 1,062
Change+51 (+5%)
Value$302.9K (+$14.0K)
Filed 2026-11-05
Pacific Sage Partners, LLC
UNCHANGED
Shares1,113 from 1,113
Change0 (0%)
Value$302.9K (+$145)
Filed 2026-10-21
Laurel OAK Wealth Management, LLC
INCREASED
Shares1,112 from 1,064
Change+48 (+5%)
Value$302.6K (+$13.2K)
Filed 2026-10-19
Cairn Investment Group, Inc.
UNCHANGED
Shares1,110 from 1,110
Change0 (0%)
Value$302 (-$301.7K)
Filed 2026-11-04
Argos Wealth Advisors, LLC
DECREASED
Shares1,109 from 1,134
Change-25 (-2%)
Value$301.8K (-$6.7K)
Filed 2026-11-02
Bellwether Advisors, LLC
UNCHANGED
Shares1,109 from 1,109
Change0 (0%)
Value$301.8K (+$144)
Filed 2026-11-09
Mascagni Wealth Management, Inc.
DECREASED
Shares1,108 from 1,183
Change-75 (-6%)
Value$301.5K (-$20.3K)
Filed 2026-10-23
Cortland Associates Inc
UNCHANGED
Shares1,103 from 1,103
Change0 (0%)
Value$300.0K ($0)
Filed 2026-10-29
World Equity Group, Inc.
DECREASED
Shares1,102 from 2,308
Change-1,206 (-52%)
Value$299.9K (-$327.9K)
Filed 2026-10-14
SRH Advisors, LLC
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$299.3K (+$143)
Filed 2026-10-22
Mccarter Private Wealth Services LLC
INCREASED
Shares1,093 from 1,081
Change+12 (+1%)
Value$297.4K (+$3.4K)
Filed 2026-10-22
Signature Estate & Investment Advisors LLC
INCREASED
Shares1,093 from 1,085
Change+8 (+1%)
Value$297.4K (+$1.9K)
Filed 2026-10-13
DMC Group, LLC
INCREASED
Shares1,091 from 1,061
Change+30 (+3%)
Value$296.9K (+$8.3K)
Filed 2026-10-26
ACT Wealth Management, LLC
UNCHANGED
Shares1,091 from 1,091
Change0 (0%)
Value$296.9K (+$142)
Filed 2026-10-09
Decker Wealth Management LLC
NEW
Shares1,090
Change+1,090
Value$296.6K
Filed 2026-10-09
Horst & Graben Wealth Management LLC
UNCHANGED
Shares1,072 from 1,072
Change0 (0%)
Value$291.7K (-$6.0K)
Filed 2026-11-02
Cypress Capital Group
INCREASED
Shares1,071 from 854
Change+217 (+25%)
Value$291.5K (+$59.2K)
Filed 2026-11-03
First City Capital Management, Inc.
UNCHANGED
Shares1,070 from 1,070
Change0 (0%)
Value$291.2K (+$139)
Filed 2026-10-27
Cardinal Strategic Wealth Guidance
DECREASED
Shares1,067 from 1,192
Change-125 (-10%)
Value$290.4K (-$33.9K)
Filed 2026-11-02
B.O.S.S. Retirement Advisors, LLC
DECREASED
Shares1,065 from 1,282
Change-217 (-17%)
Value$289.8K (-$58.9K)
Filed 2026-10-26
Balefire, LLC
DECREASED
Shares1,064 from 1,110
Change-46 (-4%)
Value$289.6K (-$12.5K)
Filed 2026-10-09
Brown Miller Wealth Management, LLC
UNCHANGED
Shares1,064 from 1,064
Change0 (0%)
Value$289.6K (+$139)
Filed 2026-11-02
Acorn Creek Capital LLC
INCREASED
Shares1,051 from 1,037
Change+14 (+1%)
Value$286.0K (+$3.9K)
Filed 2026-11-05
Greenwood Gearhart LLC
DECREASED
Shares1,050 from 1,219
Change-169 (-14%)
Value$285.7K (-$45.8K)
Filed 2026-11-02
LaFleur & Godfrey LLC
INCREASED
Shares1,049 from 1,039
Change+10 (+1%)
Value$285.5K (+$2.9K)
Filed 2026-10-27
Oarsman Capital, Inc.
UNCHANGED
Shares1,041 from 1,041
Change0 (0%)
Value$283.3K (+$215)
Filed 2026-11-05
Eagle Bluffs Wealth Management LLC
UNCHANGED
Shares1,040 from 1,040
Change0 (0%)
Value$283.0K (+$135)
Filed 2026-10-20
Plan Group Financial, LLC
NEW
Shares1,035
Change+1,035
Value$297.7K
Filed 2026-10-22
Reflection Asset Management
UNCHANGED
Shares1,034 from 1,034
Change0 (0%)
Value$281.4K (+$134)
Filed 2026-10-28
Waters Parkerson & Co., LLC
UNCHANGED
Shares1,033 from 1,033
Change0 (0%)
Value$281.1K (+$136)
Filed 2026-11-04
Leonard Rickey Investment Advisors P.L.L.C.
INCREASED
Shares1,027 from 971
Change+56 (+6%)
Value$279.5K (+$15.4K)
Filed 2026-10-29
Wealth Management Nebraska
DECREASED
Shares1,025 from 1,161
Change-136 (-12%)
Value$278.9K (-$36.9K)
Filed 2026-10-26
Eurizon SLJ Capital Ltd
DECREASED
Shares1,021 from 1,116
Change-95 (-9%)
Value$277.8K (-$25.7K)
Filed 2026-11-06
KFG Wealth Management, LLC
INCREASED
Shares1,011 from 1,008
Change+3 (+0%)
Value$275.1K (+$776)
Filed 2026-10-16
Gemmer Asset Management LLC
UNCHANGED
Shares1,010 from 1,010
Change0 (0%)
Value$274.9K (+$131)
Filed 2026-10-16
Victrix Investment Advisors
UNCHANGED
Shares1,006 from 1,006
Change0 (0%)
Value$273.8K (+$131)
Filed 2026-10-13
Wealth Group Ltd
UNCHANGED
Shares1,005 from 1,005
Change0 (0%)
Value$279.7K (+$6.3K)
Filed 2026-10-07
Marotta Asset Management
UNCHANGED
Shares1,004 from 1,004
Change0 (0%)
Value$273.2K (-$5.6K)
Filed 2026-10-02
Mechanics Financial Corp
DECREASED
Shares1,002 from 1,006
Change-4 (0%)
Value$272.7K (-$958)
Filed 2026-11-05
AGH Wealth Advisors, LLC
INCREASED
Shares1,001 from 982
Change+19 (+2%)
Value$272.4K (+$5.3K)
Filed 2026-10-26
Silverlake Wealth Management LLC
INCREASED
Shares997 from 937
Change+60 (+6%)
Value$271.3K (+$16.5K)
Filed 2026-10-21
Stirlingshire Investments, Inc.
DECREASED
Shares994 from 1,171
Change-177 (-15%)
Value$270.5K (-$48.2K)
Filed 2026-11-05
Private Management Group Inc
INCREASED
Shares994 from 983
Change+11 (+1%)
Value$270.5K (+$3.1K)
Filed 2026-11-04
Accel Wealth Management
INCREASED
Shares989 from 986
Change+3 (+0%)
Value$269.2K (+$1.0K)
Filed 2026-10-13
Goldstein Advisors, LLC
INCREASED
Shares983 from 947
Change+36 (+4%)
Value$267.5K (+$9.9K)
Filed 2026-10-15
Vigilare Wealth Management
NEW
Shares982
Change+982
Value$267.2K
Filed 2026-10-29
Forvis Mazars Wealth Advisors, LLC
NEW
Shares982
Change+982
Value$267.2K
Filed 2026-10-13
TFC Financial Management, Inc.
UNCHANGED
Shares979 from 979
Change0 (0%)
Value$266.4K (+$128)
Filed 2026-10-26
Benin Management Corp
UNCHANGED
Shares978 from 978
Change0 (0%)
Value$266.1K (+$127)
Filed 2026-10-22
Heathbridge Capital Management Ltd.
NEW
Shares975
Change+975
Value$265.3K
Filed 2026-10-29
Heritage Family Offices, LLP
INCREASED
Shares974 from 899
Change+75 (+8%)
Value$265.1K (+$20.5K)
Filed 2026-11-02
MBE Wealth Management, LLC
INCREASED
Shares974 from 901
Change+73 (+8%)
Value$265.0K (+$19.8K)
Filed 2026-10-26
Warburton Capital Management, LLC
INCREASED
Shares973 from 964
Change+9 (+1%)
Value$295.2K (+$33.2K)
Filed 2026-11-06
AXS Investments LLC
INCREASED
Shares972 from 892
Change+80 (+9%)
Value$264.5K (+$21.9K)
Filed 2026-11-04
Chris Bulman Inc
INCREASED
Shares972 from 971
Change+1 (+0%)
Value$264.6K (+$418)
Filed 2026-10-20
Princeton Capital Management LLC
UNCHANGED
Shares971 from 971
Change0 (0%)
Value$264.2K (+$126)
Filed 2026-10-27
May Hill Capital, LLC
INCREASED
Shares970 from 919
Change+51 (+6%)
Value$264.0K (+$14.0K)
Filed 2026-11-03
White Lighthouse Investment Management Inc.
DECREASED
Shares967 from 1,102
Change-135 (-12%)
Value$263.2K (-$36.6K)
Filed 2026-10-21
Capital Advantage, Inc.
UNCHANGED
Shares967 from 967
Change0 (0%)
Value$263.2K (+$126)
Filed 2026-10-14
GHP Investment Advisors, Inc.
DECREASED
Shares966 from 1,100
Change-134 (-12%)
Value$263.0K (-$36.2K)
Filed 2026-10-15
DE Burlo Group Inc
UNCHANGED
Shares964 from 964
Change0 (0%)
Value$262.3K (+$125)
Filed 2026-11-05
Morton Capital Management LLC
DECREASED
Shares961 from 972
Change-11 (-1%)
Value$261.5K (-$3.0K)
Filed 2026-10-23
Landaas & Co
INCREASED
Shares960 from 942
Change+18 (+2%)
Value$261.2K (+$5.0K)
Filed 2026-10-29
Argonautica Private Wealth Management, Inc
INCREASED
Shares959 from 958
Change+1 (+0%)
Value$260.9K (+$266)
Filed 2026-11-02
Fortis Capital Advisors, LLC
DECREASED
Shares958 from 998
Change-40 (-4%)
Value$260.7K (-$10.8K)
Filed 2026-11-09
AAF Wealth Management, LLC
DECREASED
Shares955 from 963
Change-8 (-1%)
Value$259.9K (-$1.9K)
Filed 2026-10-28
Investment Partners, Ltd.
NEW
Shares954
Change+954
Value$259.8K
Filed 2026-10-29
Powers Advisory Group, LLC
INCREASED
Shares953 from 951
Change+2 (+0%)
Value$259.3K (+$602)
Filed 2026-10-14
Lazari Capital Management, Inc.
INCREASED
Shares952 from 951
Change+1 (+0%)
Value$259.1K (+$533)
Filed 2026-10-20
Keeler Thomas Management LLC
INCREASED
Shares948 from 947
Change+1 (+0%)
Value$258.0K (+$497)
Filed 2026-10-29
Home Federal Bank of Tennessee
UNCHANGED
Shares947 from 947
Change0 (0%)
Value$257.7K (+$126)
Filed 2026-10-15
Jamison Private Wealth Management, Inc.
DECREASED
Shares943 from 955
Change-12 (-1%)
Value$256.7K (-$3.0K)
Filed 2026-10-14
Shepherd Financial Partners LLC
INCREASED
Shares941 from 940
Change+1 (+0%)
Value$256.0K (+$369)
Filed 2026-11-03
Alerus Financial NA
DECREASED
Shares940 from 969
Change-29 (-3%)
Value$255.8K (-$7.8K)
Filed 2026-11-09
Beacon Financial Group
INCREASED
Shares938 from 736
Change+202 (+27%)
Value$255.3K (+$55.1K)
Filed 2026-10-19
Cpwa, LLC
INCREASED
Shares938 from 924
Change+14 (+2%)
Value$264.1K (+$12.8K)
Filed 2026-11-04
Ullmann Wealth Partners Group, LLC
UNCHANGED
Shares937 from 937
Change0 (0%)
Value$254.9K (+$190)
Filed 2026-11-02
Chapman Financial Group, LLC
DECREASED
Shares932 from 1,089
Change-157 (-14%)
Value$253.6K (-$42.6K)
Filed 2026-10-26
Tompkins Financial Corp
DECREASED
Shares930 from 1,075
Change-145 (-13%)
Value$253.1K (-$39.3K)
Filed 2026-10-05
TFR Capital, Llc.
DECREASED
Shares928 from 979
Change-51 (-5%)
Value$252.5K (-$13.8K)
Filed 2026-11-09
Chemistry Wealth Management LLC
UNCHANGED
Shares919 from 919
Change0 (0%)
Value$250.1K (+$119)
Filed 2026-10-16
Private Client Services, LLC
INCREASED
Shares916 from 801
Change+115 (+14%)
Value$249.3K (+$31.4K)
Filed 2026-10-02
Jm2 Capital Inc.
UNCHANGED
Shares916 from 916
Change0 (0%)
Value$249.3K (+$119)
Filed 2026-10-14
Tanager Wealth Management LLP
NEW
Shares915
Change+915
Value$249.0K
Filed 2026-10-19
Advisortrust Partners, LLC
INCREASED
Shares912 from 812
Change+100 (+12%)
Value$248.2K (+$27.3K)
Filed 2026-11-02
Cedar Mountain Advisors, LLC
INCREASED
Shares912 from 911
Change+1 (+0%)
Value$248.1K (+$133)
Filed 2026-10-15
Walser Wealth Management Company, A Ltd Liability Co
INCREASED
Shares910 from 790
Change+120 (+15%)
Value$247.6K (+$32.8K)
Filed 2026-10-15
Crown Wealth Group, LLC
INCREASED
Shares905 from 820
Change+85 (+10%)
Value$246.2K (+$23.1K)
Filed 2026-10-19
Rare Wolf Capital LLC
NEW
Shares904
Change+904
Value$246.0K
Filed 2026-10-20
Kohmann Bosshard Financial Services, LLC
INCREASED
Shares903 from 836
Change+67 (+8%)
Value$245.7K (+$18.3K)
Filed 2026-11-04
Southland Equity Partners LLC
DECREASED
Shares902 from 984
Change-82 (-8%)
Value$245.5K (-$22.2K)
Filed 2026-10-14
Ascent Wealth Partners, LLC
NEW
Shares900
Change+900
Value$244.9K
Filed 2026-10-23
Montgomery Investment Management Inc
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$244.9K (+$117)
Filed 2026-10-26
Forte Asset Management LLC
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$244.9K (+$117)
Filed 2026-10-13
American National Bank of Texas
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$244.9K (+$117)
Filed 2026-10-07
Blackston Financial Advisory Group, LLC
DECREASED
Shares899 from 943
Change-44 (-5%)
Value$244.7K (-$11.9K)
Filed 2026-11-04
Wall Street Financial Group, Inc.
INCREASED
Shares898 from 841
Change+57 (+7%)
Value$244.3K (+$15.6K)
Filed 2026-11-09
Bank & Trust Co
UNCHANGED
Shares898 from 898
Change0 (0%)
Value$244.4K (+$117)
Filed 2026-10-07
RW Investment Management LLC
INCREASED
Shares892 from 821
Change+71 (+9%)
Value$242.7K (+$19.4K)
Filed 2026-11-03
Mine & Arao Wealth Creation & Management, Llc.
INCREASED
Shares891 from 888
Change+3 (+0%)
Value$242.4K (+$994)
Filed 2026-10-29
LeConte Wealth Management, LLC
DECREASED
Shares890 from 927
Change-37 (-4%)
Value$242.2K (-$9.9K)
Filed 2026-10-20
Purkiss Capital Advisors LLC
INCREASED
Shares889 from 882
Change+7 (+1%)
Value$241.9K (+$2.0K)
Filed 2026-11-06
Wealth Science Advisors LLC
DECREASED
Shares888 from 916
Change-28 (-3%)
Value$241.7K (-$7.5K)
Filed 2026-10-09
Manuka Financial, LLC
INCREASED
Shares888 from 884
Change+4 (+0%)
Value$241.6K (+$1.2K)
Filed 2026-10-16
McClarren Financial Advisors, Inc.
UNCHANGED
Shares886 from 886
Change0 (0%)
Value$241.1K (+$115)
Filed 2026-10-15
Values Added Financial LLC
DECREASED
Shares884 from 888
Change-4 (0%)
Value$240.6K (-$973)
Filed 2026-10-28
Payne Capital Management, LLC
UNCHANGED
Shares883 from 883
Change0 (0%)
Value$255.3K (+$15.1K)
Filed 2026-11-09
Clark Asset Management, LLC
DECREASED
Shares880 from 894
Change-14 (-2%)
Value$239.5K (-$3.7K)
Filed 2026-10-19
Verum Partners LLC
INCREASED
Shares880 from 870
Change+10 (+1%)
Value$239.5K (+$2.8K)
Filed 2026-10-21
Prota Financial, LLC
UNCHANGED
Shares878 from 878
Change0 (0%)
Value$239.2K (-$4.7K)
Filed 2026-10-08
Convergence Financial, LLC
DECREASED
Shares877 from 1,738
Change-861 (-50%)
Value$238.7K (-$234.1K)
Filed 2026-10-27
Centerpoint Advisory Group
INCREASED
Shares875 from 842
Change+33 (+4%)
Value$238.1K (+$9.1K)
Filed 2026-10-23
Wealth Alliance Advisory Group, LLC
INCREASED
Shares875 from 874
Change+1 (+0%)
Value$238.0K (+$385)
Filed 2026-10-14
SeaBridge Investment Advisors LLC
NEW
Shares872
Change+872
Value$237.3K
Filed 2026-11-02
Dogwood Wealth Management LLC
DECREASED
Shares868 from 1,123
Change-255 (-23%)
Value$236.2K (-$69.2K)
Filed 2026-11-09
Huntleigh Advisors, Inc.
INCREASED
Shares866 from 767
Change+99 (+13%)
Value$235.5K (+$27.0K)
Filed 2026-11-03
Cypress Wealth Services, LLC
INCREASED
Shares866 from 859
Change+7 (+1%)
Value$239.5K (+$5.8K)
Filed 2026-10-21
BigSur Wealth Management LLC
DECREASED
Shares865 from 917
Change-52 (-6%)
Value$235.4K (-$14.0K)
Filed 2026-10-13
Grey Ledge Advisors, LLC
INCREASED
Shares864 from 863
Change+1 (+0%)
Value$235.1K (+$256)
Filed 2026-11-02
W Advisors, LLC
UNCHANGED
Shares862 from 862
Change0 (0%)
Value$234.6K (+$112)
Filed 2026-11-02
Curat Global, LLC
INCREASED
Shares860 from 840
Change+20 (+2%)
Value$234.0K (+$71.4K)
Filed 2026-10-26
Bernicke Wealth Management, Ltd.
DECREASED
Shares857 from 861
Change-4 (0%)
Value$233.2K (-$977)
Filed 2026-11-06
Hamilton Capital, LLC
INCREASED
Shares853 from 851
Change+2 (+0%)
Value$232.1K (+$655)
Filed 2026-10-08
Portfolio Design Labs, LLC
UNCHANGED
Shares853 from 853
Change0 (0%)
Value$232.1K (+$111)
Filed 2026-11-04
Davidson Trust Co
DECREASED
Shares851 from 854
Change-3 (0%)
Value$231.6K (-$705)
Filed 2026-10-09
Creekside Partners
INCREASED
Shares850 from 800
Change+50 (+6%)
Value$231.4K (+$13.8K)
Filed 2026-11-04
Torray Investment Partners LLC
UNCHANGED
Shares850 from 850
Change0 (0%)
Value$231.3K (+$110)
Filed 2026-10-30
Clean Yield Group
UNCHANGED
Shares850 from 850
Change0 (0%)
Value$231.3K (+$111)
Filed 2026-10-28
Targeted Financial Services LLC
UNCHANGED
Shares850 from 850
Change0 (0%)
Value$231.3K (+$111)
Filed 2026-10-19
Banque de Luxembourg S.A.
DECREASED
Shares849 from 1,004
Change-155 (-15%)
Value$231.0K (-$42.1K)
Filed 2026-10-14
Register Financial Advisors LLC
INCREASED
Shares849 from 842
Change+7 (+1%)
Value$231.2K (+$2.0K)
Filed 2026-10-23
Addison Advisors LLC
INCREASED
Shares847 from 841
Change+6 (+1%)
Value$230.5K (+$1.7K)
Filed 2026-11-06
Wealth Management Partners, LLC
DECREASED
Shares844 from 936
Change-92 (-10%)
Value$229.7K (-$24.9K)
Filed 2026-10-21
Hendershot Investments Inc.
UNCHANGED
Shares844 from 844
Change0 (0%)
Value$229.7K (+$110)
Filed 2026-11-05
Shayne & Jacobs, LLC
UNCHANGED
Shares839 from 839
Change0 (0%)
Value$228.3K (+$109)
Filed 2026-10-21
Wealth Architects, LLC
DECREASED
Shares836 from 878
Change-42 (-5%)
Value$227.5K (-$11.3K)
Filed 2026-11-03
Wealthcare Capital Partners, LLC
UNCHANGED
Shares833 from 833
Change0 (0%)
Value$226.6K (+$173)
Filed 2026-10-21
Five Oceans Advisors
DECREASED
Shares832 from 1,112
Change-280 (-25%)
Value$226.4K (-$76.1K)
Filed 2026-10-22
Silver Oak Advisory Group, Inc.
UNCHANGED
Shares832 from 832
Change0 (0%)
Value$226.4K (+$412)
Filed 2026-11-06
FAI Advisors, Inc.
INCREASED
Shares831 from 795
Change+36 (+5%)
Value$226.1K (+$9.9K)
Filed 2026-10-27
Winthrop Advisory Group LLC
NEW
Shares828
Change+828
Value$225.2K
Filed 2026-10-22
BOS Asset Management, LLC
UNCHANGED
Shares828 from 828
Change0 (0%)
Value$225.3K (+$108)
Filed 2026-10-09
Brooklyn FI, LLC
NEW
Shares825
Change+825
Value$254.5K
Filed 2026-11-05
IAG Wealth Partners, LLC
INCREASED
Shares825 from 125
Change+700 (+560%)
Value$224.5K (+$190.5K)
Filed 2026-11-06
S. R. Schill & Associates
UNCHANGED
Shares825 from 825
Change0 (0%)
Value$224.5K (+$107)
Filed 2026-10-20
Meridian Investment Counsel Inc.
DECREASED
Shares815 from 1,015
Change-200 (-20%)
Value$221.8K (-$54.3K)
Filed 2026-10-14
Verus Capital Partners, LLC
DECREASED
Shares807 from 828
Change-21 (-3%)
Value$219.6K (-$5.6K)
Filed 2026-11-03
Schneider Downs Wealth Management Advisors, LP
INCREASED
Shares803 from 760
Change+43 (+6%)
Value$218.6K (+$11.9K)
Filed 2026-10-27
Spartan Planning & Wealth Management
DECREASED
Shares800 from 1,143
Change-343 (-30%)
Value$217.7K (-$93.3K)
Filed 2026-10-13
Monarch Capital Management Inc
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$217.7K (+$104)
Filed 2026-10-19
Grove Street Fiduciary, LLC
UNCHANGED
Shares799 from 799
Change0 (0%)
Value$217.4K (+$104)
Filed 2026-10-13
Uniting Wealth Partners, LLC
NEW
Shares798
Change+798
Value$217.2K
Filed 2026-11-06
WBI Investments, LLC
NEW
Shares792
Change+792
Value$215.5K
Filed 2026-11-05
True Link Financial Advisors, LLC
UNCHANGED
Shares792 from 792
Change0 (0%)
Value$215.5K (+$103)
Filed 2026-10-27
TSG Advice Partners, LLC
NEW
Shares790
Change+790
Value$215.0K
Filed 2026-10-29
Gerber Kawasaki Wealth & Investment Management
NEW
Shares785
Change+785
Value$213.7K
Filed 2026-10-29
Montz Harcus Wealth Management LLC
INCREASED
Shares785 from 779
Change+6 (+1%)
Value$213.6K (+$1.7K)
Filed 2026-10-09
Coston, McIsaac & Partners
UNCHANGED
Shares784 from 784
Change0 (0%)
Value$213.3K (+$349)
Filed 2026-11-06
Timonier Family Office, Ltd.
UNCHANGED
Shares784 from 784
Change0 (0%)
Value$213.4K (+$102)
Filed 2026-11-03
Endowment Wealth Management, Inc.
INCREASED
Shares778 from 777
Change+1 (+0%)
Value$211.8K (+$558)
Filed 2026-11-03
Alessandra Capital Management, LLC
NEW
Shares777
Change+777
Value$211.4K
Filed 2026-10-30
MSH Capital Advisors LLC
NEW
Shares776
Change+776
Value$211.2K
Filed 2026-11-03
Quadrant Private Wealth Management, LLC
NEW
Shares776
Change+776
Value$211.3K
Filed 2026-11-04
AIA Group Ltd
INCREASED
Shares775 from 756
Change+19 (+3%)
Value$210.9K (+$5.3K)
Filed 2026-10-30
Shulman DeMeo Asset Management LLC
INCREASED
Shares775 from 773
Change+2 (+0%)
Value$214.8K (+$4.6K)
Filed 2026-10-09
AMG Asset Management Group, Inc.
DECREASED
Shares772 from 997
Change-225 (-23%)
Value$210.2K (-$61.1K)
Filed 2026-10-21
Mindset Wealth Management, LLC
NEW
Shares771
Change+771
Value$209.8K
Filed 2026-10-19
Castleview Partners, LLC
DECREASED
Shares769 from 816
Change-47 (-6%)
Value$209.3K (-$12.7K)
Filed 2026-10-09
Teza Capital Management LLC
DECREASED
Shares768 from 783
Change-15 (-2%)
Value$209.0K (-$4.0K)
Filed 2026-10-23
Leo Wealth, LLC
NEW
Shares767
Change+767
Value$208.6K
Filed 2026-10-26
Fermata Advisors, LLC
NEW
Shares763
Change+763
Value$207.6K
Filed 2026-10-13
Silver Grove Financial Group, Inc.
INCREASED
Shares762 from 700
Change+62 (+9%)
Value$207.4K (+$16.9K)
Filed 2026-11-05
Kelly Financial Services LLC
INCREASED
Shares762 from 754
Change+8 (+1%)
Value$207.3K (+$2.2K)
Filed 2026-10-20
Omega Financial Group, LLC
NEW
Shares760
Change+760
Value$206.7K
Filed 2026-10-29
TriaGen Wealth Management LLC
UNCHANGED
Shares759 from 759
Change0 (0%)
Value$206.6K (+$98)
Filed 2026-10-14
ShankerValleau Wealth Advisors, Inc.
NEW
Shares757
Change+757
Value$206.0K
Filed 2026-10-16
Intrua Financial, LLC
INCREASED
Shares756 from 738
Change+18 (+2%)
Value$205.7K (+$5.0K)
Filed 2026-10-28
Curran Financial Partners, LLC
NEW
Shares755
Change+755
Value$205.5K
Filed 2026-11-04
RAM Investment Partners, LLC
INCREASED
Shares754 from 738
Change+16 (+2%)
Value$205.2K (+$4.5K)
Filed 2026-10-21
Syverson Strege & Co
INCREASED
Shares753 from 741
Change+12 (+2%)
Value$204.9K (+$3.4K)
Filed 2026-11-02
Shira Ridge Wealth Management
UNCHANGED
Shares751 from 751
Change0 (0%)
Value$204.4K (+$98)
Filed 2026-10-09
Vaughan & Co Securities, Inc.
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$204.1K (+$98)
Filed 2026-10-23
Cooper S Advisors, LLC
UNCHANGED
Shares748 from 748
Change0 (0%)
Value$203.6K (+$97)
Filed 2026-11-03
Investors Asset Management of Georgia Inc
UNCHANGED
Shares747 from 747
Change0 (0%)
Value$203.3K (+$97)
Filed 2026-10-20
Financial Planning Hawaii, Inc.
DECREASED
Shares746 from 930
Change-184 (-20%)
Value$203.0K (-$50.0K)
Filed 2026-10-13
Trust Investment Advisors
NEW
Shares743
Change+743
Value$202.2K
Filed 2026-10-20
Cowa, LLC
DECREASED
Shares743 from 781
Change-38 (-5%)
Value$202.3K (-$10.2K)
Filed 2026-10-30
Park Place Capital Corp
DECREASED
Shares742 from 849
Change-107 (-13%)
Value$201.9K (-$29.0K)
Filed 2026-11-09
Gleason Group, Inc.
DECREASED
Shares741 from 855
Change-114 (-13%)
Value$201.7K (-$30.7K)
Filed 2026-10-15
Eagle Rock Investment Company, LLC
UNCHANGED
Shares739 from 739
Change0 (0%)
Value$201.1K (+$96)
Filed 2026-10-21
Rainier Family Wealth Inc
NEW
Shares736
Change+736
Value$200.3K
Filed 2026-11-02
Argent Capital Management LLC
NEW
Shares735
Change+735
Value$200.0K
Filed 2026-10-05
Mraz, Amerine & Associates, Inc.
NEW
Shares735
Change+735
Value$200.1K
Filed 2026-10-30
Adirondack Trust Co
DECREASED
Shares727 from 735
Change-8 (-1%)
Value$197.8K (-$2.1K)
Filed 2026-10-14
TrustBank
UNCHANGED
Shares726 from 726
Change0 (0%)
Value$197.6K (+$94)
Filed 2026-10-20
Asset Dedication, LLC
INCREASED
Shares715 from 671
Change+44 (+7%)
Value$194.6K (+$12.1K)
Filed 2026-11-03
State of Wyoming
INCREASED
Shares710 from 278
Change+432 (+155%)
Value$193.2K (+$117.6K)
Filed 2026-10-28
Vaquero Private Wealth, LTD
DECREASED
Shares701 from 715
Change-14 (-2%)
Value$190.8K (-$3.7K)
Filed 2026-10-27
UMB Private Wealth Management, LLC
NEW
Shares691
Change+691
Value$188.1K
Filed 2026-10-19
Fortitude Family Office, LLC
INCREASED
Shares682 from 406
Change+276 (+68%)
Value$185.6K (+$75.2K)
Filed 2026-10-14
First United Bank & Trust
DECREASED
Shares677 from 695
Change-18 (-3%)
Value$184.2K (-$4.8K)
Filed 2026-10-22
Richardson Financial Services Inc.
INCREASED
Shares670 from 424
Change+246 (+58%)
Value$182.3K (+$67.0K)
Filed 2026-10-30
M&G Plc
DECREASED
Shares667 from 926
Change-259 (-28%)
Value$181.4K (-$70.4K)
Filed 2026-11-04
West Financial Advisors, LLC
UNCHANGED
Shares667 from 667
Change0 (0%)
Value$181.5K (+$87)
Filed 2026-10-22
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED
Shares663 from 635
Change+28 (+4%)
Value$180 (-$172.8K)
Filed 2026-10-14
Brown, Lisle Ings, Inc.
DECREASED
Shares644 from 761
Change-117 (-15%)
Value$175.3K (-$31.7K)
Filed 2026-10-16
10Elms LLP
INCREASED
Shares642 from 600
Change+42 (+7%)
Value$174.7K (+$11.5K)
Filed 2026-11-06
CRA Financial Services, LLC
NEW
Shares641
Change+641
Value$174.5K
Filed 2026-10-16
Avion Wealth
INCREASED
Shares618 from 608
Change+10 (+2%)
Value$168 (-$164.8K)
Filed 2026-11-04
Old Second National Bank of Aurora
UNCHANGED
Shares614 from 614
Change0 (0%)
Value$167.1K (+$80)
Filed 2026-10-22
Olistico Wealth, LLC
UNCHANGED
Shares611 from 611
Change0 (0%)
Value$166.3K (+$87)
Filed 2026-10-05
Gen-Wealth Partners Inc
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$163.3K (+$78)
Filed 2026-11-04
Owl Creek Wealth Partners LLC
DECREASED
Shares596 from 701
Change-105 (-15%)
Value$162.2K (-$28.5K)
Filed 2026-10-20
Bullock Wealth Management Group
INCREASED
Shares595 from 592
Change+3 (+1%)
Value$162.1K (-$2.3K)
Filed 2026-10-09
Markowski Investments
DECREASED
Shares593 from 605
Change-12 (-2%)
Value$161.4K (-$3.2K)
Filed 2026-10-30
SJS Investment Consulting Inc.
INCREASED
Shares583 from 563
Change+20 (+4%)
Value$158.7K (+$5.5K)
Filed 2026-10-26
Byrne Asset Management LLC
UNCHANGED
Shares582 from 582
Change0 (0%)
Value$158.5K (+$244)
Filed 2026-10-06
Miller Global Investments, LLC
UNCHANGED
Shares573 from 573
Change0 (0%)
Value$155.9K (+$74)
Filed 2026-10-02
Armstrong Advisory Group, Inc
UNCHANGED
Shares568 from 568
Change0 (0%)
Value$154.6K (+$74)
Filed 2026-10-09
Valued Wealth Advisors LLC
INCREASED
Shares565 from 522
Change+43 (+8%)
Value$153.8K (+$11.8K)
Filed 2026-11-05
Greykasell Wealth Strategies, Inc.
UNCHANGED
Shares557 from 557
Change0 (0%)
Value$151.6K (+$72)
Filed 2026-11-09
IFS Advisors, LLC
NEW
Shares542
Change+542
Value$147.6K
Filed 2026-10-14
Winthrop Capital Management, LLC
UNCHANGED
Shares542 from 542
Change0 (0%)
Value$147.5K (+$494)
Filed 2026-11-05
NBH Bank
INCREASED
Shares529 from 441
Change+88 (+20%)
Value$144.0K (+$24.0K)
Filed 2026-11-05
Flagship Wealth Advisors, LLC
UNCHANGED
Shares526 from 526
Change0 (0%)
Value$143.1K (+$68)
Filed 2026-11-03
Westside Investment Management, Inc.
UNCHANGED
Shares523 from 523
Change0 (0%)
Value$143.8K (+$1.5K)
Filed 2026-11-02
Meriwether Wealth & Planning, LLC
NEW
Shares521
Change+521
Value$141.8K
Filed 2026-10-13
Morton Brown Family Wealth, LLC
INCREASED
Shares509 from 508
Change+1 (+0%)
Value$138.4K (+$231)
Filed 2026-10-23
Cape Investment Advisory, Inc.
INCREASED
Shares508 from 488
Change+20 (+4%)
Value$138.2K (+$5.5K)
Filed 2026-10-13
Balance Wealth Partners LLC
NEW
Shares507
Change+507
Value$138.0K
Filed 2026-10-27
3 Factor Indexing, LLC
INCREASED
Shares501 from 500
Change+1 (+0%)
Value$136.3K (+$338)
Filed 2026-10-15
Country Trust Bank
INCREASED
Shares496 from 486
Change+10 (+2%)
Value$135.0K (+$2.8K)
Filed 2026-10-30
Birchwood Financial Partners, Inc.
INCREASED
Shares494 from 480
Change+14 (+3%)
Value$134.4K (+$3.9K)
Filed 2026-11-02
Mascoma Wealth Management LLC
INCREASED
Shares492 from 82
Change+410 (+500%)
Value$133.9K (+$111.6K)
Filed 2026-10-23
Pension & Wealth Management Advisors, Inc.
NEW
Shares484
Change+484
Value$131.7K
Filed 2026-10-16
Lynch Investment Planning, LLC
NEW
Shares483
Change+483
Value$131.4K
Filed 2026-10-27
Ares Financial Consulting, LLC
UNCHANGED
Shares476 from 476
Change0 (0%)
Value$129.5K (+$62)
Filed 2026-10-19
Moisand Fitzgerald Tamayo, LLC
INCREASED
Shares468 from 371
Change+97 (+26%)
Value$127.4K (+$26.4K)
Filed 2026-10-15
Pacific Center for Financial Services
UNCHANGED
Shares464 from 464
Change0 (0%)
Value$126.3K (+$61)
Filed 2026-10-15
High Point Wealth Management, LLC
UNCHANGED
Shares454 from 454
Change0 (0%)
Value$123.6K (+$59)
Filed 2026-11-05
Bayban
UNCHANGED
Shares454 from 454
Change0 (0%)
Value$123.5K ($0)
Filed 2026-11-05
Salomon & Ludwin, LLC
UNCHANGED
Shares448 from 448
Change0 (0%)
Value$121.9K (-$2.5K)
Filed 2026-10-29
Financial Perspectives, Inc
INCREASED
Shares439 from 438
Change+1 (+0%)
Value$119.5K (+$423)
Filed 2026-11-03
Walsh & Associates, LLC
INCREASED
Shares433 from 399
Change+34 (+9%)
Value$117.8K (+$9.3K)
Filed 2026-11-09
RHL Group, LLC
UNCHANGED
Shares423 from 423
Change0 (0%)
Value$115.1K (+$55)
Filed 2026-11-04
MV Capital Management, Inc.
DECREASED
Shares415 from 448
Change-33 (-7%)
Value$112.9K (-$8.9K)
Filed 2026-10-29
Gables Capital Management Inc.
UNCHANGED
Shares404 from 404
Change0 (0%)
Value$109.9K (+$53)
Filed 2026-11-04
Mowery & Schoenfeld Wealth Management, LLC
INCREASED
Shares402 from 400
Change+2 (+1%)
Value$109.4K (+$597)
Filed 2026-10-28
Darwin Wealth Management, LLC
INCREASED
Shares401 from 282
Change+119 (+42%)
Value$109.4K (+$32.6K)
Filed 2026-11-09
Madden Securities Corp
NEW
Shares400
Change+400
Value$108.9K
Filed 2026-10-27
Roble, Belko & Company, Inc
INCREASED
Shares393 from 386
Change+7 (+2%)
Value$107 (-$104.9K)
Filed 2026-11-09
United Community Bank
UNCHANGED
Shares366 from 366
Change0 (0%)
Value$99.6K (+$48)
Filed 2026-10-28
Barrett & Company, Inc.
UNCHANGED
Shares341 from 341
Change0 (0%)
Value$92.8K (+$44)
Filed 2026-10-22
Jnba Financial Advisors
INCREASED
Shares340 from 262
Change+78 (+30%)
Value$92.5K (+$21.3K)
Filed 2026-11-03
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares337 from 791
Change-454 (-57%)
Value$91.7K (-$123.4K)
Filed 2026-10-14
First Community Trust NA
UNCHANGED
Shares315 from 315
Change0 (0%)
Value$85.7K (+$41)
Filed 2026-10-07
Gladwyn Financial Advisors, Inc.
UNCHANGED
Shares309 from 309
Change0 (0%)
Value$84.1K (+$40)
Filed 2026-10-05
Signature Resources Capital Management, LLC
DECREASED
Shares304 from 316
Change-12 (-4%)
Value$82.7K (-$3.2K)
Filed 2026-10-16
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares296 from 296
Change0 (0%)
Value$80.6K (+$39)
Filed 2026-10-26
Luken Investment Analytics, LLC
UNCHANGED
Shares292 from 292
Change0 (0%)
Value$79.5K (+$38)
Filed 2026-11-06
Kelleher Financial Advisors
DECREASED
Shares290 from 463
Change-173 (-37%)
Value$78.9K (-$47.0K)
Filed 2026-10-30
WPG Advisers, LLC
INCREASED
Shares289 from 266
Change+23 (+9%)
Value$78.6K (+$6.3K)
Filed 2026-10-27
Sfam, LLC
UNCHANGED
Shares289 from 289
Change0 (0%)
Value$78.6K (+$38)
Filed 2026-11-03
Covestor Ltd
DECREASED
Shares273 from 370
Change-97 (-26%)
Value$74 (-$100.9K)
Filed 2026-10-30
Palladiem, LLC
INCREASED
Shares271 from 270
Change+1 (+0%)
Value$73.7K (+$218)
Filed 2026-11-09
GK Wealth Management LLC
NEW
Shares270
Change+270
Value$73.1K
Filed 2026-10-09
Morse Asset Management, Inc
INCREASED
Shares267 from 257
Change+10 (+4%)
Value$72.7K (+$2.8K)
Filed 2026-11-09
Centennial Bank
UNCHANGED
Shares265 from 265
Change0 (0%)
Value$72.1K (+$34)
Filed 2026-11-09
Wilkerson Advisory Group LLC
INCREASED
Shares264 from 256
Change+8 (+3%)
Value$71.8K (+$2.2K)
Filed 2026-10-20
Richardson Capital Management LLC
UNCHANGED
Shares255 from 255
Change0 (0%)
Value$69.4K (+$33)
Filed 2026-10-23
Investors Research Corp
DECREASED
Shares250 from 480
Change-230 (-48%)
Value$68.0K (-$62.5K)
Filed 2026-10-07
Main Street Group, LTD
DECREASED
Shares250 from 255
Change-5 (-2%)
Value$68.0K (-$1.3K)
Filed 2026-10-28
Strive Financial Group,LLC
INCREASED
Shares249 from 11
Change+238 (+2164%)
Value$67.8K (+$64.8K)
Filed 2026-11-09
Midwest Capital Advisors, LLC
UNCHANGED
Shares237 from 237
Change0 (0%)
Value$64.5K (+$31)
Filed 2026-11-04
Burkett Financial Services, LLC
NEW
Shares233
Change+233
Value$63.4K
Filed 2026-10-01
Elevation Wealth Partners, LLC
INCREASED
Shares229 from 222
Change+7 (+3%)
Value$62.3K (+$1.9K)
Filed 2026-10-07
Highline Wealth Partners LLC
INCREASED
Shares217 from 119
Change+98 (+82%)
Value$59.1K (+$26.7K)
Filed 2026-10-19
Princeton Global Asset Management LLC
UNCHANGED
Shares217 from 217
Change0 (0%)
Value$59.1K (+$28)
Filed 2026-10-21
Fairscale Capital, LLC
INCREASED
Shares212 from 199
Change+13 (+7%)
Value$64.4K (+$10.3K)
Filed 2026-11-04
CGC Financial Services, LLC
UNCHANGED
Shares210 from 210
Change0 (0%)
Value$57.2K (+$36)
Filed 2026-10-13
True Wealth Design, LLC
INCREASED
Shares205 from 194
Change+11 (+6%)
Value$55.8K (+$3.0K)
Filed 2026-10-13
Bay Harbor Wealth Management, LLC
INCREASED
Shares204 from 191
Change+13 (+7%)
Value$55.6K (+$3.6K)
Filed 2026-11-03
Arlington Trust Co LLC
INCREASED
Shares204 from 193
Change+11 (+6%)
Value$55.5K (+$3.0K)
Filed 2026-10-20
Joseph Group Capital Management
INCREASED
Shares203 from 151
Change+52 (+34%)
Value$55.2K (+$14.2K)
Filed 2026-11-04
Next Level Wealth Planning, LLC
NEW
Shares200
Change+200
Value$54.4K
Filed 2026-10-29
Investment Research & Advisory Group, Inc.
INCREASED
Shares194 from 186
Change+8 (+4%)
Value$74.0K (+$7.9K)
Filed 2026-10-19
Roxbury Financial LLC
UNCHANGED
Shares192 from 192
Change0 (0%)
Value$52.1K (-$68)
Filed 2026-10-01
Rothwell Investment Advisors, LLC
NEW
Shares189
Change+189
Value$51.5K
Filed 2026-11-06
Livelsberger Financial Advisory
NEW
Shares185
Change+185
Value$50.4K
Filed 2026-10-28
Marquette Asset Management, LLC
UNCHANGED
Shares185 from 185
Change0 (0%)
Value$50.3K (+$25)
Filed 2026-10-09
Oakmont Corp
UNCHANGED
Shares180 from 180
Change0 (0%)
Value$49.0K (+$23)
Filed 2026-11-09
Kentucky Trust Co
UNCHANGED
Shares177 from 177
Change0 (0%)
Value$48.2K (+$23)
Filed 2026-10-15
Bell Investment Advisors, Inc
INCREASED
Shares176 from 160
Change+16 (+10%)
Value$47.9K (+$4.4K)
Filed 2026-10-29
Latitude Advisors, LLC
NEW
Shares169
Change+169
Value$46.0K
Filed 2026-10-27
Lodestone Wealth Management LLC
INCREASED
Shares165 from 164
Change+1 (+1%)
Value$44.8K (+$111)
Filed 2026-10-14
Gilpin Wealth Management, LLC
INCREASED
Shares159 from 99
Change+60 (+61%)
Value$43.3K (+$16.3K)
Filed 2026-10-09
Creative Capital Management Investments LLC
INCREASED
Shares159 from 136
Change+23 (+17%)
Value$43.3K (+$6.3K)
Filed 2026-10-28
North Point Portfolio Managers Corp
NEW
Shares150
Change+150
Value$40.8K
Filed 2026-10-07
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares150 from 164
Change-14 (-9%)
Value$40.8K (-$3.8K)
Filed 2026-10-16
Kings Path Partners LLC
UNCHANGED
Shares147 from 147
Change0 (0%)
Value$40.0K (+$19)
Filed 2026-10-21
Triumph Capital Management
INCREASED
Shares144 from 72
Change+72 (+100%)
Value$39.3K (+$19.6K)
Filed 2026-10-14
Align Financial, LLC
INCREASED
Shares142 from 136
Change+6 (+4%)
Value$38.6K (+$1.7K)
Filed 2026-10-16
Paladin Advisory Group, LLC
UNCHANGED
Shares142 from 142
Change0 (0%)
Value$38.6K (+$18)
Filed 2026-11-09
Beacon Financial Strategies Corp
UNCHANGED
Shares142 from 142
Change0 (0%)
Value$38.6K (+$19)
Filed 2026-10-14
Centerpoint Advisors, LLC
INCREASED
Shares141 from 102
Change+39 (+38%)
Value$38 (-$28.0K)
Filed 2026-11-05
Chilton Capital Management LLC
UNCHANGED
Shares141 from 141
Change0 (0%)
Value$38.4K (+$19)
Filed 2026-10-28
Clark Wealth Partners
INCREASED
Shares136 from 99
Change+37 (+37%)
Value$37.1K (+$10.1K)
Filed 2026-10-19
West Branch Capital LLC
INCREASED
Shares135 from 134
Change+1 (+1%)
Value$36.7K (+$114)
Filed 2026-10-20
Toews Corp
UNCHANGED
Shares132 from 132
Change0 (0%)
Value$35.9K (+$17)
Filed 2026-11-09
Harbor Capital Advisors, Inc.
INCREASED
Shares122 from 86
Change+36 (+42%)
Value$33 (+$10)
Filed 2026-10-22
Nova Financial LLC
NEW
Shares121
Change+121
Value$32.9K
Filed 2026-11-04
Towne Trust Company, N.a
INCREASED
Shares121 from 67
Change+54 (+81%)
Value$32.9K (+$14.7K)
Filed 2026-10-28
Bangor Savings Bank
DECREASED
Shares118 from 148
Change-30 (-20%)
Value$32.1K (-$8.1K)
Filed 2026-10-06
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares117 from 117
Change0 (0%)
Value$31.8K (+$16)
Filed 2026-10-23
Kozak & Associates, Inc.
UNCHANGED
Shares116 from 116
Change0 (0%)
Value$34.6K (+$2.4K)
Filed 2026-10-29
Rachor Investment Advisory Services, LLC
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$29.9K (-$116)
Filed 2026-10-29
Axxion S.A.
UNCHANGED
Shares108 from 108
Change0 (0%)
Value$29.4K (+$14)
Filed 2026-10-22
NorthAvenue LLC
UNCHANGED
Shares105 from 105
Change0 (0%)
Value$28.6K (+$14)
Filed 2026-10-29
Bare Financial Services, Inc
INCREASED
Shares104 from 94
Change+10 (+11%)
Value$28.3K (+$2.7K)
Filed 2026-11-04
Acumen Wealth Advisors, LLC
INCREASED
Shares103 from 39
Change+64 (+164%)
Value$28.0K (+$17.4K)
Filed 2026-11-05
Financial Consulate, Inc
INCREASED
Shares102 from 96
Change+6 (+6%)
Value$27.8K (+$1.6K)
Filed 2026-10-23
John Boyer, Inc.
NEW
Shares100
Change+100
Value$27.3K
Filed 2026-10-27
Jcic Asset Management Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$27.2K (+$3.0K)
Filed 2026-10-30
Lipe & Dalton
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$27 ($0)
Filed 2026-10-15
Syntax Research, Inc.
UNCHANGED
Shares99 from 99
Change0 (0%)
Value$26.9K (+$13)
Filed 2026-11-04
Private Wealth Management Group, LLC
UNCHANGED
Shares98 from 98
Change0 (0%)
Value$26.7K (+$13)
Filed 2026-10-19
Downshift Financial, LLC
INCREASED
Shares97 from 66
Change+31 (+47%)
Value$26.4K (+$8.4K)
Filed 2026-10-13
Proathlete Wealth Management LLC
NEW
Shares93
Change+93
Value$25.3K
Filed 2026-10-15
IMG Wealth Management, Inc.
INCREASED
Shares92 from 76
Change+16 (+21%)
Value$25.0K (+$4.4K)
Filed 2026-10-27
Mcdonald Partners LLC
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$24.5K (+$12)
Filed 2026-11-03
Paladin Partners, LLC
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$24.5K (+$12)
Filed 2026-10-06
Compass Financial Management LLC
INCREASED
Shares87 from 25
Change+62 (+248%)
Value$23.7K (+$16.9K)
Filed 2026-10-30
Horizon Financial Services, LLC
DECREASED
Shares86 from 132
Change-46 (-35%)
Value$23.4K (-$12.5K)
Filed 2026-11-04
Abound Wealth Management
INCREASED
Shares86 from 76
Change+10 (+13%)
Value$23.5K (+$2.7K)
Filed 2026-10-26
Bayforest Capital Ltd
DECREASED
Shares85 from 181
Change-96 (-53%)
Value$23.1K (-$26.1K)
Filed 2026-11-03
Kingdom Financial Group Llc.
INCREASED
Shares85 from 73
Change+12 (+16%)
Value$23.2K (+$3.2K)
Filed 2026-11-04
Financial Network Wealth Advisors LLC
INCREASED
Shares85 from 78
Change+7 (+9%)
Value$23.1K (+$1.9K)
Filed 2026-10-28
Your Advocates Ltd., LLP
UNCHANGED
Shares85 from 85
Change0 (0%)
Value$23.1K (+$11)
Filed 2026-11-03
One River Asset Management, LLC
NEW
Shares84
Change+84
Value$22.9K
Filed 2026-10-21
Holos Integrated Wealth LLC
UNCHANGED
Shares81 from 81
Change0 (0%)
Value$23.2K (+$315)
Filed 2026-10-23
Essential Partners LLC
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$20.4K (+$10)
Filed 2026-10-14
Aspect Partners, LLC
INCREASED
Shares72 from 64
Change+8 (+13%)
Value$19.6K (+$2.2K)
Filed 2026-10-20
Smallwood Wealth Investment Management, LLC
UNCHANGED
Shares72 from 72
Change0 (0%)
Value$19.6K (+$9)
Filed 2026-10-30
Hughes Financial Services, LLC
DECREASED
Shares70 from 72
Change-2 (-3%)
Value$21.1K (+$1.6K)
Filed 2026-10-30
Burk Holdings LLC
INCREASED
Shares63 from 31
Change+32 (+103%)
Value$17.1K (+$8.7K)
Filed 2026-11-05
William Mack & Associates, Inc.
NEW
Shares60
Change+60
Value$16.3K
Filed 2026-10-27
Buck Wealth Strategies, LLC
INCREASED
Shares56 from 14
Change+42 (+300%)
Value$15.2K (+$11.4K)
Filed 2026-10-28
Highland Investment Advisors LLC
UNCHANGED
Shares53 from 53
Change0 (0%)
Value$14.5K (+$7)
Filed 2026-11-09
Contravisory Investment Management, Inc.
NEW
Shares51
Change+51
Value$13.9K
Filed 2026-10-13
DecisionPoint Financial, LLC
INCREASED
Shares51 from 46
Change+5 (+11%)
Value$13.9K (+$1.1K)
Filed 2026-10-27
Vermillion Wealth Management, Inc.
DECREASED
Shares50 from 650
Change-600 (-92%)
Value$13.6K (-$163.2K)
Filed 2026-10-26
Mosley Wealth Management
UNCHANGED
Shares49 from 49
Change0 (0%)
Value$14.3K (+$857)
Filed 2026-10-16
WestEnd Advisors, LLC
UNCHANGED
Shares48 from 48
Change0 (0%)
Value$13.1K (+$6)
Filed 2026-10-27
Guinness Atkinson Asset Management Inc
UNCHANGED
Shares46 from 46
Change0 (0%)
Value$12.5K (+$6)
Filed 2026-11-05
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares46 from 46
Change0 (0%)
Value$12.5K (+$6)
Filed 2026-11-02
MJT & Associates Financial Advisory Group, Inc.
DECREASED
Shares45 from 53
Change-8 (-15%)
Value$12.2K (-$2.2K)
Filed 2026-10-07
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares43 from 43
Change0 (0%)
Value$11.7K (+$6)
Filed 2026-10-16
Polaris Financial Partners
NEW
Shares39
Change+39
Value$11
Filed 2026-10-02
Planning Strategies Inc.
INCREASED
Shares38 from 36
Change+2 (+6%)
Value$10.3K (+$549)
Filed 2026-10-02
Retirement Wealth Solutions LLC
INCREASED
Shares37 from 15
Change+22 (+147%)
Value$10.1K (+$6.0K)
Filed 2026-10-07
Fiduciary Advisors, Inc.
INCREASED
Shares35 from 10
Change+25 (+250%)
Value$9.5K (+$6.8K)
Filed 2026-10-16
Essex Investment Management Co LLC
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$9.5K (+$5)
Filed 2026-10-19
Virginia Estate & Retirement Planning Advisors Inc.
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$9.5K (+$5)
Filed 2026-10-14
Boyd Watterson Asset Management LLC
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$9.0K (+$4)
Filed 2026-11-06
Phillip James Consulting Co.
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$9.0K (+$4)
Filed 2026-11-03
Noble Wealth Management PBC
DECREASED
Shares31 from 37
Change-6 (-16%)
Value$8.4K (-$1.6K)
Filed 2026-10-01
Peterson Wealth Management
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$8.5K (+$48)
Filed 2026-11-06
United Financial Planning Group LLC
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$8.4K (+$4)
Filed 2026-11-04
RMG Wealth Management LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$8.9K (+$76)
Filed 2026-10-26
American Capital Advisory, LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$8.2K (+$4)
Filed 2026-10-28
Winch Advisory Services, LLC
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$8.0K (+$45)
Filed 2026-11-06
KFG LLC
NEW
Shares28
Change+28
Value$7.6K
Filed 2026-11-02
Fortis Group Advisors, LLC
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$7.6K (+$4)
Filed 2026-11-06
Trifecta Capital Advisors, LLC
INCREASED
Shares25 from 2
Change+23 (+1150%)
Value$6.8K (+$6.3K)
Filed 2026-10-21
PFS Partners, LLC
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$6.4K (+$37)
Filed 2026-10-21
Park Square Financial Group, LLC
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$6.5K (+$3)
Filed 2026-11-09
1620 Investment Advisors, Inc.
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$6.0K (+$3)
Filed 2026-11-04
Bernzott Capital Advisors
NEW
Shares18
Change+18
Value$4.9K
Filed 2026-10-29
Aventus Investment Advisors, Inc.
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$4.9K (+$2)
Filed 2026-10-09
Tounjian Advisory Partners, LLC
INCREASED
Shares15 from 11
Change+4 (+36%)
Value$4.1K (+$1.1K)
Filed 2026-11-04
Tsfg, LLC
DECREASED
Shares14 from 61
Change-47 (-77%)
Value$4 (-$13)
Filed 2026-10-23
PayPay Securities Corp
INCREASED
Shares14 from 13
Change+1 (+8%)
Value$3.8K (+$274)
Filed 2026-10-27
CKW Financial Group
NEW
Shares13
Change+13
Value$4
Filed 2026-10-29
McCarley & Cook Financial Planners
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$3.5K (+$2)
Filed 2026-10-21
Godsey & Gibb, Inc
NEW
Shares12
Change+12
Value$3.3K
Filed 2026-10-14
Quaker Wealth Management, LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$3.3K (+$2)
Filed 2026-10-22
Sunrise Financial Services, LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$3.3K (+$2)
Filed 2026-10-21
Three Bridge Wealth Advisors, LLC
NEW
Shares10
Change+10
Value$2.7K
Filed 2026-11-05
Navigoe, LLC
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$2 ($0)
Filed 2026-11-04
Maseco LLP
NEW
Shares7
Change+7
Value$1.9K
Filed 2026-10-27
Caitong International Asset Management Co., Ltd
DECREASED
Shares7 from 363
Change-356 (-98%)
Value$1.9K (-$96.8K)
Filed 2026-10-29
Strengthening Families & Communities, LLC
DECREASED
Shares6 from 32
Change-26 (-81%)
Value$1.6K (-$7.0K)
Filed 2026-10-21
Breakwater Investment Management
INCREASED
Shares5 from 2
Change+3 (+150%)
Value$1.4K (+$817)
Filed 2026-10-20
Torren Management, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$1.4K (+$8)
Filed 2026-10-29
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$953 (+$1)
Filed 2026-10-15
Fairway Wealth LLC
NEW
Shares3
Change+3
Value$816
Filed 2026-10-30
Inspire Investing, LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$864 (-$75)
Filed 2026-10-22
Maryland Capital Advisors Inc.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$545 (+$1)
Filed 2026-10-15
Summit Securities Group LLC
DECREASED
Shares1 from 138
Change-137 (-99%)
Value$272 (-$37.3K)
Filed 2026-11-05
Rakuten Securities, Inc.
DECREASED
Shares1 from 3
Change-2 (-67%)
Value$272 (-$544)
Filed 2026-11-02
Hurley Capital, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$275 (+$2)
Filed 2026-11-05
Wellington Shields & Co., LLC
CLOSED
Shares0 from 16,088
Change-16,088 (-100%)
Value$0 (-$4.4M)
Filed 2026-11-03
Vestor Capital, LLC
CLOSED
Shares0 from 12,000
Change-12,000 (-100%)
Value$0 (-$148)
Filed 2026-11-04
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 10,128
Change-10,128 (-100%)
Value$0 (-$2.8M)
Filed 2026-11-03
OMC Financial Services LTD
CLOSED
Shares0 from 9,649
Change-9,649 (-100%)
Value$0 (-$2.6M)
Filed 2026-10-19
Natixis
CLOSED
Shares0 from 8,834
Change-8,834 (-100%)
Value$0 (-$2.4M)
Filed 2026-11-06
Schear Investment Advisers, LLC
CLOSED
Shares0 from 6,186
Change-6,186 (-100%)
Value$0 (-$1.7M)
Filed 2026-10-14
Financiere des Professionnels - Fonds d'investissement inc.
CLOSED
Shares0 from 5,412
Change-5,412 (-100%)
Value$0 (-$1.5M)
Filed 2026-11-03
Croban
CLOSED
Shares0 from 4,916
Change-4,916 (-100%)
Value$0 (-$1.3M)
Filed 2026-11-09
Affiance Financial, LLC
CLOSED
Shares0 from 1,837
Change-1,837 (-100%)
Value$0 (-$499.7K)
Filed 2026-10-15
PCG Asset Management, LLC
CLOSED
Shares0 from 1,630
Change-1,630 (-100%)
Value$0 (-$443.4K)
Filed 2026-11-05
4Wealth Advisors, Inc.
CLOSED
Shares0 from 1,578
Change-1,578 (-100%)
Value$0 (-$430.3K)
Filed 2026-10-13
Dana Investment Advisors, Inc.
CLOSED
Shares0 from 1,452
Change-1,452 (-100%)
Value$0 (-$394.9K)
Filed 2026-11-06
Advisors Preferred, LLC
CLOSED
Shares0 from 1,376
Change-1,376 (-100%)
Value$0 (-$388.4K)
Filed 2026-11-09
Balboa Wealth Partners
CLOSED
Shares0 from 1,271
Change-1,271 (-100%)
Value$0 (-$345.7K)
Filed 2026-10-20
Central Pacific Bank - Trust Division
CLOSED
Shares0 from 1,187
Change-1,187 (-100%)
Value$0 (-$322.9K)
Filed 2026-10-06
Parker Financial LLC
CLOSED
Shares0 from 1,143
Change-1,143 (-100%)
Value$0 (-$310.7K)
Filed 2026-11-05
National Wealth Management Group, LLC
CLOSED
Shares0 from 1,124
Change-1,124 (-100%)
Value$0 (-$305.6K)
Filed 2026-10-26
Alpha Zero LLC
CLOSED
Shares0 from 1,086
Change-1,086 (-100%)
Value$0 (-$325.2K)
Filed 2026-11-06
Sepio Capital, LP
CLOSED
Shares0 from 1,079
Change-1,079 (-100%)
Value$0 (-$293.5K)
Filed 2026-10-22
Argus Investors' Counsel, Inc.
CLOSED
Shares0 from 1,050
Change-1,050 (-100%)
Value$0 (-$285.6K)
Filed 2026-10-09
Auto-Owners Insurance Co
CLOSED
Shares0 from 1,022
Change-1,022 (-100%)
Value$0 (-$278.0K)
Filed 2026-10-15
Sanchez Wealth Management Group
CLOSED
Shares0 from 1,010
Change-1,010 (-100%)
Value$0 (-$274.7K)
Filed 2026-11-02
Brick & Kyle, Associates
CLOSED
Shares0 from 924
Change-924 (-100%)
Value$0 (-$224.3K)
Filed 2026-11-05
Tribridge Partners Financial LLC
CLOSED
Shares0 from 911
Change-911 (-100%)
Value$0 (-$272.7K)
Filed 2026-11-09
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 899
Change-899 (-100%)
Value$0 (-$244.5K)
Filed 2026-10-27
Johnson Financial Group, LLC
CLOSED
Shares0 from 883
Change-883 (-100%)
Value$0 (-$240.2K)
Filed 2026-11-03
Clarity Wealth Development LLC
CLOSED
Shares0 from 796
Change-796 (-100%)
Value$0 (-$216.4K)
Filed 2026-10-22
Destiny Wealth Partners, LLC
CLOSED
Shares0 from 767
Change-767 (-100%)
Value$0 (-$224.2K)
Filed 2026-11-05
Grant Private Wealth Management Inc
CLOSED
Shares0 from 765
Change-765 (-100%)
Value$0 (-$208.1K)
Filed 2026-10-19
Iowa State Bank
CLOSED
Shares0 from 756
Change-756 (-100%)
Value$0 (-$205.6K)
Filed 2026-10-06
Falcon Wealth Planning
CLOSED
Shares0 from 751
Change-751 (-100%)
Value$0 (-$204.3K)
Filed 2026-11-06
Apollon Financial, LLC
CLOSED
Shares0 from 741
Change-741 (-100%)
Value$0 (-$201.6K)
Filed 2026-10-23
Alhambra Investment Management LLC
CLOSED
Shares0 from 740
Change-740 (-100%)
Value$0 (-$201.3K)
Filed 2026-10-15
Mayfair Advisory Group, LLC
CLOSED
Shares0 from 716
Change-716 (-100%)
Value$0 (-$220.2K)
Filed 2026-10-20
Robinswood Financial LLC
CLOSED
Shares0 from 611
Change-611 (-100%)
Value$0 (-$166.2K)
Filed 2026-10-20
BankPlus Trust Department
CLOSED
Shares0 from 600
Change-600 (-100%)
Value$0 (-$163.2K)
Filed 2026-11-06
Obsidian CIO, LLC
CLOSED
Shares0 from 453
Change-453 (-100%)
Value$0 (-$123.3K)
Filed 2026-11-05
Wellington Grp LLC
CLOSED
Shares0 from 353
Change-353 (-100%)
Value$0 (-$85.6K)
Filed 2026-11-06
Strategic Wealth Advisors LLC
CLOSED
Shares0 from 313
Change-313 (-100%)
Value$0 (-$72)
Filed 2026-11-06
Cornerstone Planning Group LLC
CLOSED
Shares0 from 274
Change-274 (-100%)
Value$0 (-$80.2K)
Filed 2026-10-16
Gill Capital Partners, LLC
CLOSED
Shares0 from 256
Change-256 (-100%)
Value$0 (-$69.6K)
Filed 2026-10-13
Evolution Wealth Management Inc.
CLOSED
Shares0 from 91
Change-91 (-100%)
Value$0 (-$24.8K)
Filed 2026-10-28
LifeSteps Financial, Inc.
CLOSED
Shares0 from 76
Change-76 (-100%)
Value$0 (-$20.7K)
Filed 2026-10-15
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 32
Change-32 (-100%)
Value$0 (-$8.7K)
Filed 2026-10-29
Activest Wealth Management
CLOSED
Shares0 from 30
Change-30 (-100%)
Value$0 (-$8.2K)
Filed 2026-10-15
Key Capital Management, Inc
CLOSED
Shares0 from 30
Change-30 (-100%)
Value$0 (-$8.2K)
Filed 2026-11-03
Atlatl Advisers LLC
CLOSED
Shares0 from 17
Change-17 (-100%)
Value$0 (-$4.6K)
Filed 2026-10-22
Stone House Investment Management, LLC
CLOSED
Shares0 from 7
Change-7 (-100%)
Value$0 (-$1.9K)
Filed 2026-10-23
GoalVest Advisory LLC
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$1.1K)
Filed 2026-10-02
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$1.2M (+$106.9K)
Filed 2026-10-29
BlackRock, Inc.
N/A
Shares— from 47,894,147
Change-47,894,147 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 38,772,919
Change-38,772,919 (-100%)
Value—
State Street Corp
N/A
Shares— from 27,890,598
Change-27,890,598 (-100%)
Value—
Capital World Investors
N/A
Shares— from 27,141,622
Change-27,141,622 (-100%)
Value—
Capital Research Global Investors
N/A
Shares— from 17,112,417
Change-17,112,417 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 15,674,651
Change-15,674,651 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 14,579,220
Change-14,579,220 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 14,527,563
Change-14,527,563 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 14,282,006
Change-14,282,006 (-100%)
Value—
Norges Bank
N/A
Shares— from 7,553,360
Change-7,553,360 (-100%)
Value—
UBS Group AG
N/A
Shares— from 6,641,035
Change-6,641,035 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 6,531,872
Change-6,531,872 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 6,384,935
Change-6,384,935 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 6,272,629
Change-6,272,629 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 5,900,349
Change-5,900,349 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 5,738,003
Change-5,738,003 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 5,064,015
Change-5,064,015 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 4,633,815
Change-4,633,815 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 4,567,784
Change-4,567,784 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 4,462,776
Change-4,462,776 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 4,386,525
Change-4,386,525 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 4,329,943
Change-4,329,943 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 4,024,549
Change-4,024,549 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 3,924,504
Change-3,924,504 (-100%)
Value—
Harris Associates L P
N/A
Shares— from 3,844,522
Change-3,844,522 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 3,773,366
Change-3,773,366 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 3,723,463
Change-3,723,463 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 3,338,662
Change-3,338,662 (-100%)
Value—
Capital International Investors
N/A
Shares— from 3,181,018
Change-3,181,018 (-100%)
Value—
State Farm Mutual Automobile Insurance Co
N/A
Shares— from 3,018,016
Change-3,018,016 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 3,004,295
Change-3,004,295 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 2,958,826
Change-2,958,826 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 2,583,702
Change-2,583,702 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 2,357,775
Change-2,357,775 (-100%)
Value—
Slate Path Capital LP
N/A
Shares— from 2,302,604
Change-2,302,604 (-100%)
Value—
FMR LLC
N/A
Shares— from 2,225,248
Change-2,225,248 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 2,138,390
Change-2,138,390 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 2,108,345
Change-2,108,345 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 2,066,771
Change-2,066,771 (-100%)
Value—
Viking Global Investors LP
N/A
Shares— from 2,047,332
Change-2,047,332 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 1,810,854
Change-1,810,854 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 1,762,230
Change-1,762,230 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 1,723,631
Change-1,723,631 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 1,674,600
Change-1,674,600 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 1,543,444
Change-1,543,444 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 1,513,438
Change-1,513,438 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 1,414,296
Change-1,414,296 (-100%)
Value—
National Pension Service
N/A
Shares— from 1,386,156
Change-1,386,156 (-100%)
Value—
EdgePoint Investment Group Inc.
N/A
Shares— from 1,292,811
Change-1,292,811 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 1,279,883
Change-1,279,883 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 1,278,353
Change-1,278,353 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 1,275,019
Change-1,275,019 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 1,261,097
Change-1,261,097 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 1,254,083
Change-1,254,083 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 1,229,428
Change-1,229,428 (-100%)
Value—
Baupost Group LLC
N/A
Shares— from 1,185,395
Change-1,185,395 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 1,120,130
Change-1,120,130 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 1,090,804
Change-1,090,804 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 1,064,642
Change-1,064,642 (-100%)
Value—
Cercano Management LLC
N/A
Shares— from 1,028,382
Change-1,028,382 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 965,121
Change-965,121 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 931,024
Change-931,024 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 919,900
Change-919,900 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 910,663
Change-910,663 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 887,678
Change-887,678 (-100%)
Value—
Menora Mivtachim Holdings Ltd.
N/A
Shares— from 878,350
Change-878,350 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 846,559
Change-846,559 (-100%)
Value—
Jennison Associates LLC
N/A
Shares— from 808,441
Change-808,441 (-100%)
Value—
Primecap Management Co
N/A
Shares— from 775,740
Change-775,740 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 772,772
Change-772,772 (-100%)
Value—
Palestra Capital Management LLC
N/A
Shares— from 762,465
Change-762,465 (-100%)
Value—
FIL Ltd
N/A
Shares— from 742,074
Change-742,074 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 708,990
Change-708,990 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 701,207
Change-701,207 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 676,183
Change-676,183 (-100%)
Value—
Diamond Hill Capital Management, LLC (Investment Advisor)
N/A
Shares— from 673,859
Change-673,859 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 671,411
Change-671,411 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 663,055
Change-663,055 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 647,042
Change-647,042 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 641,366
Change-641,366 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 640,101
Change-640,101 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 618,727
Change-618,727 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 615,202
Change-615,202 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 612,515
Change-612,515 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 592,285
Change-592,285 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 579,158
Change-579,158 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 567,347
Change-567,347 (-100%)
Value—
Scharf Investments, LLC
N/A
Shares— from 542,136
Change-542,136 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 532,393
Change-532,393 (-100%)
Value—
Aviva PLC
N/A
Shares— from 522,442
Change-522,442 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 520,580
Change-520,580 (-100%)
Value—
Lord, Abbett & Co. LLC
N/A
Shares— from 519,664
Change-519,664 (-100%)
Value—
Commerce Bank
N/A
Shares— from 518,029
Change-518,029 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 514,266
Change-514,266 (-100%)
Value—
PointState Capital LP
N/A
Shares— from 504,063
Change-504,063 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 499,300
Change-499,300 (-100%)
Value—
Blair William & Co
N/A
Shares— from 487,778
Change-487,778 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 480,021
Change-480,021 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 479,550
Change-479,550 (-100%)
Value—
APG Asset Management N.V.
N/A
Shares— from 473,769
Change-473,769 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 470,908
Change-470,908 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 466,312
Change-466,312 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 461,647
Change-461,647 (-100%)
Value—
Brookfield Corp
N/A
Shares— from 461,570
Change-461,570 (-100%)
Value—
Impax Asset Management Group plc
N/A
Shares— from 455,346
Change-455,346 (-100%)
Value—
Avantyr Capital Partners, LP
N/A
Shares— from 455,085
Change-455,085 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 452,837
Change-452,837 (-100%)
Value—
Consulta Ltd
N/A
Shares— from 450,000
Change-450,000 (-100%)
Value—
Milford Funds LTD
N/A
Shares— from 443,806
Change-443,806 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 432,057
Change-432,057 (-100%)
Value—
Bristol John W & Co Inc
N/A
Shares— from 413,762
Change-413,762 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 408,475
Change-408,475 (-100%)
Value—
Park Presidio Capital LLC
N/A
Shares— from 398,803
Change-398,803 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 385,332
Change-385,332 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 380,096
Change-380,096 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 358,748
Change-358,748 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 356,053
Change-356,053 (-100%)
Value—
Third Point LLCA
N/A
Shares— from 350,000
Change-350,000 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 348,942
Change-348,942 (-100%)
Value—
Rdst Capital LLC
N/A
Shares— from 328,055
Change-328,055 (-100%)
Value—
Corvex Management LPA
N/A
Shares— from 326,330
Change-326,330 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 324,320
Change-324,320 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 320,036
Change-320,036 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 319,554
Change-319,554 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 316,893
Change-316,893 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 316,653
Change-316,653 (-100%)
Value—
Life Cycle Investment Partners Ltd
N/A
Shares— from 314,896
Change-314,896 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 314,096
Change-314,096 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 306,164
Change-306,164 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 296,589
Change-296,589 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 293,323
Change-293,323 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 291,389
Change-291,389 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 289,624
Change-289,624 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 286,672
Change-286,672 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 285,139
Change-285,139 (-100%)
Value—
Empyrean Capital Partners, LP
N/A
Shares— from 282,200
Change-282,200 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 280,437
Change-280,437 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 279,644
Change-279,644 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 273,793
Change-273,793 (-100%)
Value—
Regal Partners Ltd
N/A
Shares— from 273,350
Change-273,350 (-100%)
Value—
Dodge & COX
N/A
Shares— from 260,902
Change-260,902 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 259,487
Change-259,487 (-100%)
Value—
BLI - Banque de Luxembourg Investments
N/A
Shares— from 258,053
Change-258,053 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 255,773
Change-255,773 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 253,818
Change-253,818 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 251,650
Change-251,650 (-100%)
Value—
Magellan Asset Management Ltd
N/A
Shares— from 251,472
Change-251,472 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 240,936
Change-240,936 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 236,463
Change-236,463 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 229,286
Change-229,286 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 227,964
Change-227,964 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 226,573
Change-226,573 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 225,107
Change-225,107 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 221,100
Change-221,100 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 220,918
Change-220,918 (-100%)
Value—
River Road Asset Management, LLC
N/A
Shares— from 220,385
Change-220,385 (-100%)
Value—
Tredje Ap-fonden
N/A
Shares— from 219,612
Change-219,612 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 213,794
Change-213,794 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 213,715
Change-213,715 (-100%)
Value—
Fuller & Thaler Asset Management, Inc.
N/A
Shares— from 209,035
Change-209,035 (-100%)
Value—
Cbre Investment Management Listed Real Assets LLC
N/A
Shares— from 201,852
Change-201,852 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 200,712
Change-200,712 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 199,068
Change-199,068 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 196,443
Change-196,443 (-100%)
Value—
Ironvine Capital Partners, LLC
N/A
Shares— from 191,825
Change-191,825 (-100%)
Value—
Capital International, Inc.
N/A
Shares— from 189,553
Change-189,553 (-100%)
Value—
Night Owl Capital Management, LLC
N/A
Shares— from 189,178
Change-189,178 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 189,038
Change-189,038 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 187,798
Change-187,798 (-100%)
Value—
Dendur Capital LP
N/A
Shares— from 186,000
Change-186,000 (-100%)
Value—
EFG International AG
N/A
Shares— from 184,407
Change-184,407 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 181,973
Change-181,973 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 180,489
Change-180,489 (-100%)
Value—
Symmetry Investments LP
N/A
Shares— from 180,242
Change-180,242 (-100%)
Value—
Wilkinson Global Asset Management LLC
N/A
Shares— from 178,265
Change-178,265 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 177,077
Change-177,077 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 176,459
Change-176,459 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 175,107
Change-175,107 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 166,452
Change-166,452 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 165,468
Change-165,468 (-100%)
Value—
Partners Group Holding AG
N/A
Shares— from 154,904
Change-154,904 (-100%)
Value—
Cullen Capital Management, LLC
N/A
Shares— from 152,353
Change-152,353 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 148,946
Change-148,946 (-100%)
Value—
Mangrove Partners IM, LLC
N/A
Shares— from 148,098
Change-148,098 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 146,588
Change-146,588 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 142,671
Change-142,671 (-100%)
Value—
Skye Global Management LP
N/A
Shares— from 142,000
Change-142,000 (-100%)
Value—
&partners
N/A
Shares— from 141,283
Change-141,283 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 140,959
Change-140,959 (-100%)
Value—
Ruffer LLP
N/A
Shares— from 140,019
Change-140,019 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 137,402
Change-137,402 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 137,287
Change-137,287 (-100%)
Value—
One Madison Group LLC
N/A
Shares— from 130,000
Change-130,000 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 129,583
Change-129,583 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 129,217
Change-129,217 (-100%)
Value—
Cumberland Partners Ltd
N/A
Shares— from 129,041
Change-129,041 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 128,416
Change-128,416 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 128,375
Change-128,375 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 125,622
Change-125,622 (-100%)
Value—
Beck Mack & Oliver LLC
N/A
Shares— from 122,132
Change-122,132 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 119,221
Change-119,221 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 116,510
Change-116,510 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 115,438
Change-115,438 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 114,447
Change-114,447 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 113,113
Change-113,113 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 113,015
Change-113,015 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 109,273
Change-109,273 (-100%)
Value—
Yaupon Capital Management LP
N/A
Shares— from 108,219
Change-108,219 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 106,722
Change-106,722 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 105,104
Change-105,104 (-100%)
Value—
Northwest & Ethical Investments L.P.
N/A
Shares— from 104,361
Change-104,361 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 102,949
Change-102,949 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 102,415
Change-102,415 (-100%)
Value—
Varma Mutual Pension Insurance Co
N/A
Shares— from 102,049
Change-102,049 (-100%)
Value—
Lakewood Capital Management, LP
N/A
Shares— from 101,700
Change-101,700 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 98,574
Change-98,574 (-100%)
Value—
Arvin Capital Management LP
N/A
Shares— from 98,499
Change-98,499 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 97,573
Change-97,573 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 96,007
Change-96,007 (-100%)
Value—
Sone Capital Management, LLC
N/A
Shares— from 95,813
Change-95,813 (-100%)
Value—
Renaissance Group LLC
N/A
Shares— from 94,444
Change-94,444 (-100%)
Value—
Systematic Alpha Investments, LLC
N/A
Shares— from 93,348
Change-93,348 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 92,140
Change-92,140 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 90,163
Change-90,163 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 90,110
Change-90,110 (-100%)
Value—
Ilmarinen Mutual Pension Insurance Co
N/A
Shares— from 89,612
Change-89,612 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 89,070
Change-89,070 (-100%)
Value—
Prudential PLC
N/A
Shares— from 86,298
Change-86,298 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 84,566
Change-84,566 (-100%)
Value—
Aristotle Atlantic Partners, LLC
N/A
Shares— from 83,150
Change-83,150 (-100%)
Value—
Edgar Lomax Co
N/A
Shares— from 81,125
Change-81,125 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 81,027
Change-81,027 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 80,345
Change-80,345 (-100%)
Value—
Mediolanum International Funds Ltd
N/A
Shares— from 79,197
Change-79,197 (-100%)
Value—
Select Equity Group, L.P.
N/A
Shares— from 79,100
Change-79,100 (-100%)
Value—
Nicola Wealth Management Ltd.
N/A
Shares— from 78,500
Change-78,500 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 78,168
Change-78,168 (-100%)
Value—
Alley Investment Management Company, LLC
N/A
Shares— from 76,467
Change-76,467 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 75,651
Change-75,651 (-100%)
Value—
Andra Ap-fonden
N/A
Shares— from 72,573
Change-72,573 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 70,799
Change-70,799 (-100%)
Value—
S&CO Inc
N/A
Shares— from 69,353
Change-69,353 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 69,240
Change-69,240 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 66,673
Change-66,673 (-100%)
Value—
Vinva Investment Management Ltd
N/A
Shares— from 66,414
Change-66,414 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 65,864
Change-65,864 (-100%)
Value—
Sirios Capital Management L P
N/A
Shares— from 64,535
Change-64,535 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 64,049
Change-64,049 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 63,263
Change-63,263 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 62,793
Change-62,793 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 61,726
Change-61,726 (-100%)
Value—
Miramar Capital, LLC
N/A
Shares— from 60,858
Change-60,858 (-100%)
Value—
BNP Paribas
N/A
Shares— from 60,465
Change-60,465 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 59,904
Change-59,904 (-100%)
Value—
Alyeska Investment Group, L.P.
N/A
Shares— from 59,728
Change-59,728 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 59,559
Change-59,559 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 59,540
Change-59,540 (-100%)
Value—
Allstate Corp
N/A
Shares— from 59,061
Change-59,061 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 57,811
Change-57,811 (-100%)
Value—
Estabrook Capital Management
N/A
Shares— from 57,412
Change-57,412 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 57,318
Change-57,318 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 57,293
Change-57,293 (-100%)
Value—
TriCert Investment Counsel Inc.
N/A
Shares— from 55,741
Change-55,741 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 53,980
Change-53,980 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 52,929
Change-52,929 (-100%)
Value—
Old West Investment Management, LLC
N/A
Shares— from 52,870
Change-52,870 (-100%)
Value—
Man Group plc
N/A
Shares— from 52,738
Change-52,738 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 52,736
Change-52,736 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 52,431
Change-52,431 (-100%)
Value—
Artisan Partners Limited Partnership
N/A
Shares— from 52,199
Change-52,199 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 51,684
Change-51,684 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 50,862
Change-50,862 (-100%)
Value—
Amica Mutual Insurance Co
N/A
Shares— from 50,724
Change-50,724 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 50,062
Change-50,062 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 49,661
Change-49,661 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 49,545
Change-49,545 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 49,154
Change-49,154 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 48,685
Change-48,685 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 48,088
Change-48,088 (-100%)
Value—
South Dakota Investment Council
N/A
Shares— from 47,781
Change-47,781 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 47,506
Change-47,506 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 47,470
Change-47,470 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 47,460
Change-47,460 (-100%)
Value—
Capital Innovations LLC
N/A
Shares— from 47,283
Change-47,283 (-100%)
Value—
Stephens Inc
N/A
Shares— from 47,151
Change-47,151 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 47,032
Change-47,032 (-100%)
Value—
Capital International Sarl
N/A
Shares— from 46,037
Change-46,037 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 45,587
Change-45,587 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 45,170
Change-45,170 (-100%)
Value—
Polar Asset Management Partners Inc.
N/A
Shares— from 44,600
Change-44,600 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 44,559
Change-44,559 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 44,364
Change-44,364 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 44,135
Change-44,135 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 44,093
Change-44,093 (-100%)
Value—
Sagefield Capital LP
N/A
Shares— from 43,939
Change-43,939 (-100%)
Value—
KCM Capital Inc
N/A
Shares— from 43,923
Change-43,923 (-100%)
Value—
Elo Mutual Pension Insurance Co
N/A
Shares— from 43,426
Change-43,426 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 43,128
Change-43,128 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 43,115
Change-43,115 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 42,527
Change-42,527 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 42,118
Change-42,118 (-100%)
Value—
Caspian Capital LP
N/A
Shares— from 42,000
Change-42,000 (-100%)
Value—
Cinctive Capital Management LP
N/A
Shares— from 41,593
Change-41,593 (-100%)
Value—
Saudi Central Bank
N/A
Shares— from 41,558
Change-41,558 (-100%)
Value—
Ashford Capital Management Inc
N/A
Shares— from 41,345
Change-41,345 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 40,815
Change-40,815 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 40,484
Change-40,484 (-100%)
Value—
Borer Denton & Associates, Inc.
N/A
Shares— from 40,451
Change-40,451 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 39,960
Change-39,960 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 39,781
Change-39,781 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 39,646
Change-39,646 (-100%)
Value—
Resolution Capital Ltd
N/A
Shares— from 38,949
Change-38,949 (-100%)
Value—
BW Gestao de Investimentos Ltda.
N/A
Shares— from 38,800
Change-38,800 (-100%)
Value—
Rodgers Brothers Inc.
N/A
Shares— from 38,699
Change-38,699 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 38,471
Change-38,471 (-100%)
Value—
DRH Investments, Inc.
N/A
Shares— from 38,364
Change-38,364 (-100%)
Value—
Kentucky Retirement Systems
N/A
Shares— from 37,755
Change-37,755 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 37,642
Change-37,642 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 37,239
Change-37,239 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 37,119
Change-37,119 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 37,053
Change-37,053 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 36,683
Change-36,683 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 36,190
Change-36,190 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 36,096
Change-36,096 (-100%)
Value—
Shelter Mutual Insurance Co
N/A
Shares— from 35,523
Change-35,523 (-100%)
Value—
Westpac Banking Corp
N/A
Shares— from 35,519
Change-35,519 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 34,896
Change-34,896 (-100%)
Value—
Bcwm, LLC
N/A
Shares— from 34,613
Change-34,613 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 34,477
Change-34,477 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 34,474
Change-34,474 (-100%)
Value—
VAN Lanschot Kempen Investment Management N.V.
N/A
Shares— from 34,064
Change-34,064 (-100%)
Value—
Adalta Capital Management LLC
N/A
Shares— from 33,685
Change-33,685 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 33,663
Change-33,663 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 32,944
Change-32,944 (-100%)
Value—
Allianz SE
N/A
Shares— from 32,457
Change-32,457 (-100%)
Value—
Fred Alger Management, LLC
N/A
Shares— from 32,363
Change-32,363 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 32,217
Change-32,217 (-100%)
Value—
Onex Canada Asset Management Inc.
N/A
Shares— from 32,144
Change-32,144 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 32,089
Change-32,089 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 31,776
Change-31,776 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 31,597
Change-31,597 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 31,396
Change-31,396 (-100%)
Value—
All Terrain Financial Advisors, LLC
N/A
Shares— from 31,360
Change-31,360 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 30,907
Change-30,907 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 30,722
Change-30,722 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 30,612
Change-30,612 (-100%)
Value—
Sompo Asset Management Co., Ltd.
N/A
Shares— from 30,307
Change-30,307 (-100%)
Value—
Scopus Asset Management, L.P.
N/A
Shares— from 30,000
Change-30,000 (-100%)
Value—
Saraza Management, LP
N/A
Shares— from 30,000
Change-30,000 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 29,831
Change-29,831 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 29,811
Change-29,811 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 29,706
Change-29,706 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 29,459
Change-29,459 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 29,450
Change-29,450 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 29,149
Change-29,149 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 29,045
Change-29,045 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 28,857
Change-28,857 (-100%)
Value—
Palisade Capital Management, LP
N/A
Shares— from 28,790
Change-28,790 (-100%)
Value—
CapitalatWork S.A.
N/A
Shares— from 28,750
Change-28,750 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 28,576
Change-28,576 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 28,453
Change-28,453 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 27,864
Change-27,864 (-100%)
Value—
Stamos Capital Partners, L.P.
N/A
Shares— from 27,794
Change-27,794 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 27,713
Change-27,713 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 27,684
Change-27,684 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 27,680
Change-27,680 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 27,560
Change-27,560 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 27,078
Change-27,078 (-100%)
Value—
IVY Lane Capital Management, LLC
N/A
Shares— from 27,000
Change-27,000 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 26,407
Change-26,407 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 26,284
Change-26,284 (-100%)
Value—
Moore Capital Management, LP
N/A
Shares— from 26,195
Change-26,195 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 26,190
Change-26,190 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 26,148
Change-26,148 (-100%)
Value—
Wills Financial Group LLC
N/A
Shares— from 25,959
Change-25,959 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 25,853
Change-25,853 (-100%)
Value—
Gardner Russo & Quinn LLC
N/A
Shares— from 25,841
Change-25,841 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 25,833
Change-25,833 (-100%)
Value—
Hemenway Trust Co LLC
N/A
Shares— from 25,310
Change-25,310 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 25,201
Change-25,201 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 24,850
Change-24,850 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 24,795
Change-24,795 (-100%)
Value—
Dkrt Investments Corp.
N/A
Shares— from 24,700
Change-24,700 (-100%)
Value—
Zurich Insurance Group Ltd
N/A
Shares— from 24,700
Change-24,700 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 24,220
Change-24,220 (-100%)
Value—
Obion Capital Management LP
N/A
Shares— from 24,200
Change-24,200 (-100%)
Value—
Lombard Odier Asset Management (Switzerland) SA
N/A
Shares— from 23,702
Change-23,702 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 23,649
Change-23,649 (-100%)
Value—
Opal Capital LLC
N/A
Shares— from 23,620
Change-23,620 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 23,236
Change-23,236 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 22,966
Change-22,966 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 22,827
Change-22,827 (-100%)
Value—
Mosaic Financial Group, LLC
N/A
Shares— from 22,763
Change-22,763 (-100%)
Value—
Brentview Investment Management LLC
N/A
Shares— from 22,441
Change-22,441 (-100%)
Value—
Commerzbank Aktiengesellschaft
N/A
Shares— from 22,419
Change-22,419 (-100%)
Value—
K.J. Harrison & Partners Inc
N/A
Shares— from 22,350
Change-22,350 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 22,095
Change-22,095 (-100%)
Value—
Ilex Capital Partners (UK) LLP
N/A
Shares— from 21,933
Change-21,933 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 21,569
Change-21,569 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 21,519
Change-21,519 (-100%)
Value—
Empirical Finance, LLC
N/A
Shares— from 21,456
Change-21,456 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 21,331
Change-21,331 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 21,111
Change-21,111 (-100%)
Value—
Taylor Hoffman Capital Management LLC
N/A
Shares— from 20,926
Change-20,926 (-100%)
Value—
Pring Turner Capital Group Inc
N/A
Shares— from 20,567
Change-20,567 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 20,517
Change-20,517 (-100%)
Value—
Hodges Capital Management Inc.
N/A
Shares— from 20,221
Change-20,221 (-100%)
Value—
SMA Capital LLC
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 19,664
Change-19,664 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 19,582
Change-19,582 (-100%)
Value—
Drexel Morgan & Co.
N/A
Shares— from 19,373
Change-19,373 (-100%)
Value—
Dean Investment Associates, LLC
N/A
Shares— from 19,305
Change-19,305 (-100%)
Value—
Hayek Kallen Investment Management
N/A
Shares— from 19,142
Change-19,142 (-100%)
Value—
Siemens Fonds Invest GmbH
N/A
Shares— from 19,098
Change-19,098 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 19,035
Change-19,035 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 19,018
Change-19,018 (-100%)
Value—
Windward Capital Management Co
N/A
Shares— from 18,971
Change-18,971 (-100%)
Value—
Kerrisdale Advisers, LLC
N/A
Shares— from 18,952
Change-18,952 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 18,807
Change-18,807 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 18,767
Change-18,767 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 18,756
Change-18,756 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 18,724
Change-18,724 (-100%)
Value—
Turas Capital Management LP
N/A
Shares— from 18,600
Change-18,600 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 18,569
Change-18,569 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 18,478
Change-18,478 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 18,450
Change-18,450 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 18,382
Change-18,382 (-100%)
Value—
Elk River Wealth Management LLC
N/A
Shares— from 18,319
Change-18,319 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 18,287
Change-18,287 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 17,925
Change-17,925 (-100%)
Value—
Mufg Securities Americas Inc.
N/A
Shares— from 17,882
Change-17,882 (-100%)
Value—
Morgan Dempsey Capital Management LLC
N/A
Shares— from 17,834
Change-17,834 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 17,460
Change-17,460 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 17,436
Change-17,436 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 17,381
Change-17,381 (-100%)
Value—
Eventide Asset Management, LLC
N/A
Shares— from 17,375
Change-17,375 (-100%)
Value—
Simmons Bank
N/A
Shares— from 17,276
Change-17,276 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 17,054
Change-17,054 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 16,742
Change-16,742 (-100%)
Value—
New England Asset Management Inc
N/A
Shares— from 16,656
Change-16,656 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 16,586
Change-16,586 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 16,579
Change-16,579 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 16,279
Change-16,279 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 16,228
Change-16,228 (-100%)
Value—
Cantor Fitzgerald, L. P.
N/A
Shares— from 16,221
Change-16,221 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 16,023
Change-16,023 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 15,928
Change-15,928 (-100%)
Value—
Kentucky Retirement Systems Insurance Trust Fund
N/A
Shares— from 15,668
Change-15,668 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 15,377
Change-15,377 (-100%)
Value—
Quest Investment Management LLC
N/A
Shares— from 15,353
Change-15,353 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 15,252
Change-15,252 (-100%)
Value—
Harvest Portfolios Group Inc.
N/A
Shares— from 15,105
Change-15,105 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 15,074
Change-15,074 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 15,059
Change-15,059 (-100%)
Value—
KP Management LLC
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Barbara Oil Co.
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 14,977
Change-14,977 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 14,778
Change-14,778 (-100%)
Value—
Vickerman Investment Advisors, Inc.
N/A
Shares— from 14,663
Change-14,663 (-100%)
Value—
Freestone Grove Partners LP
N/A
Shares— from 14,564
Change-14,564 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 14,370
Change-14,370 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 14,361
Change-14,361 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 14,010
Change-14,010 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 13,934
Change-13,934 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 13,834
Change-13,834 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 13,742
Change-13,742 (-100%)
Value—
SIG Brokerage, LP
N/A
Shares— from 13,640
Change-13,640 (-100%)
Value—
Walsky Investment Management, Inc.
N/A
Shares— from 13,497
Change-13,497 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 13,132
Change-13,132 (-100%)
Value—
44 Wealth Management LLC
N/A
Shares— from 13,113
Change-13,113 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 13,074
Change-13,074 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 13,067
Change-13,067 (-100%)
Value—
Hutner Capital Management Inc
N/A
Shares— from 13,053
Change-13,053 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 13,005
Change-13,005 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 12,921
Change-12,921 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 12,800
Change-12,800 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 12,767
Change-12,767 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 12,763
Change-12,763 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 12,566
Change-12,566 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 12,562
Change-12,562 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 12,499
Change-12,499 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 12,483
Change-12,483 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 12,444
Change-12,444 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 12,402
Change-12,402 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 12,308
Change-12,308 (-100%)
Value—
Kirtland Hills Capital Management, LLC
N/A
Shares— from 12,301
Change-12,301 (-100%)
Value—
Alpine Woods Capital Investors, LLC
N/A
Shares— from 12,200
Change-12,200 (-100%)
Value—
Dockside LLC
N/A
Shares— from 12,186
Change-12,186 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 11,885
Change-11,885 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 11,681
Change-11,681 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 11,587
Change-11,587 (-100%)
Value—
Ripple Effect Asset Management LP
N/A
Shares— from 11,500
Change-11,500 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 11,500
Change-11,500 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 11,469
Change-11,469 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 11,351
Change-11,351 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 11,307
Change-11,307 (-100%)
Value—
Kensington Investment Counsel, LLC
N/A
Shares— from 11,276
Change-11,276 (-100%)
Value—
Earnest Partners LLC
N/A
Shares— from 11,258
Change-11,258 (-100%)
Value—
Twin Tree Management, LP
N/A
Shares— from 11,229
Change-11,229 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 11,066
Change-11,066 (-100%)
Value—
Broderick Brian C
N/A
Shares— from 11,050
Change-11,050 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 11,041
Change-11,041 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 10,813
Change-10,813 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 10,619
Change-10,619 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 10,566
Change-10,566 (-100%)
Value—
East Coast Asset Management, Llc.
N/A
Shares— from 10,454
Change-10,454 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 10,418
Change-10,418 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 10,242
Change-10,242 (-100%)
Value—
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A
Shares— from 10,229
Change-10,229 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 10,069
Change-10,069 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 10,011
Change-10,011 (-100%)
Value—
SWP Investment Management LLC
N/A
Shares— from 9,720
Change-9,720 (-100%)
Value—
Soros Capital Management LLC
N/A
Shares— from 9,555
Change-9,555 (-100%)
Value—
Icon Advisers Inc
N/A
Shares— from 9,370
Change-9,370 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 9,236
Change-9,236 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 9,156
Change-9,156 (-100%)
Value—
Winthrop Partners - WNY, LLC
N/A
Shares— from 9,123
Change-9,123 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 9,058
Change-9,058 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 9,038
Change-9,038 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 8,945
Change-8,945 (-100%)
Value—
J. Goldman & Co LP
N/A
Shares— from 8,872
Change-8,872 (-100%)
Value—
Westport Asset Management Inc
N/A
Shares— from 8,800
Change-8,800 (-100%)
Value—
Orleans Capital Management Corp
N/A
Shares— from 8,733
Change-8,733 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 8,700
Change-8,700 (-100%)
Value—
Ninepoint Partners LP
N/A
Shares— from 8,629
Change-8,629 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 8,584
Change-8,584 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 8,554
Change-8,554 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 8,508
Change-8,508 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 8,501
Change-8,501 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 8,451
Change-8,451 (-100%)
Value—
Clare Market Investments LLC
N/A
Shares— from 8,353
Change-8,353 (-100%)
Value—
Orion Investment Co
N/A
Shares— from 8,267
Change-8,267 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 8,238
Change-8,238 (-100%)
Value—
AustralianSuper Pty Ltd
N/A
Shares— from 8,214
Change-8,214 (-100%)
Value—
Dividend Assets Capital, LLC
N/A
Shares— from 8,196
Change-8,196 (-100%)
Value—
Allred Capital Management, LLC
N/A
Shares— from 8,096
Change-8,096 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 8,030
Change-8,030 (-100%)
Value—
Highview Capital Management LLC
N/A
Shares— from 7,969
Change-7,969 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 7,968
Change-7,968 (-100%)
Value—
Permanent Capital Management, LP
N/A
Shares— from 7,913
Change-7,913 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 7,900
Change-7,900 (-100%)
Value—
Shay Capital LLC
N/A
Shares— from 7,800
Change-7,800 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 7,722
Change-7,722 (-100%)
Value—
Mirova
N/A
Shares— from 7,707
Change-7,707 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 7,640
Change-7,640 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 7,628
Change-7,628 (-100%)
Value—
Alaethes Wealth, LLC
N/A
Shares— from 7,626
Change-7,626 (-100%)
Value—
Annandale Capital, LLC
N/A
Shares— from 7,610
Change-7,610 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 7,603
Change-7,603 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 7,600
Change-7,600 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 7,559
Change-7,559 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 7,544
Change-7,544 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 7,493
Change-7,493 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 7,435
Change-7,435 (-100%)
Value—
Banco de Sabadell, S.a
N/A
Shares— from 7,403
Change-7,403 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 7,330
Change-7,330 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 7,322
Change-7,322 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 7,265
Change-7,265 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 7,247
Change-7,247 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 7,160
Change-7,160 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 7,130
Change-7,130 (-100%)
Value—
Dark Forest Capital Management LP
N/A
Shares— from 7,114
Change-7,114 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 7,105
Change-7,105 (-100%)
Value—
Groupama Asset Managment
N/A
Shares— from 6,973
Change-6,973 (-100%)
Value—
Intesa Sanpaolo S.p.A.
N/A
Shares— from 6,909
Change-6,909 (-100%)
Value—
Auxier Asset Management LLC
N/A
Shares— from 6,890
Change-6,890 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 6,865
Change-6,865 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 6,837
Change-6,837 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 6,830
Change-6,830 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 6,795
Change-6,795 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 6,764
Change-6,764 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 6,756
Change-6,756 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 6,720
Change-6,720 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 6,687
Change-6,687 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 6,619
Change-6,619 (-100%)
Value—
Employees Retirement System of Texas
N/A
Shares— from 6,611
Change-6,611 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 6,600
Change-6,600 (-100%)
Value—
Numerai GP LLC
N/A
Shares— from 6,580
Change-6,580 (-100%)
Value—
Navellier & Associates Inc
N/A
Shares— from 6,485
Change-6,485 (-100%)
Value—
Fortune Financial Advisors, LLC
N/A
Shares— from 6,463
Change-6,463 (-100%)
Value—
Columbia River Financial Group, LLC
N/A
Shares— from 6,442
Change-6,442 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 6,439
Change-6,439 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 6,410
Change-6,410 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 6,390
Change-6,390 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 6,297
Change-6,297 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 6,200
Change-6,200 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 6,187
Change-6,187 (-100%)
Value—
Resources Management Corp
N/A
Shares— from 6,155
Change-6,155 (-100%)
Value—
Sunflower Bank, N.A.
N/A
Shares— from 6,147
Change-6,147 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 6,143
Change-6,143 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 6,101
Change-6,101 (-100%)
Value—
Ally Financial Inc.
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 5,953
Change-5,953 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 5,917
Change-5,917 (-100%)
Value—
Summitry LLC
N/A
Shares— from 5,859
Change-5,859 (-100%)
Value—
Longfellow Investment Management Co LLC
N/A
Shares— from 5,830
Change-5,830 (-100%)
Value—
Olde Wealth Management, LLC
N/A
Shares— from 5,800
Change-5,800 (-100%)
Value—
Advisory Research Inc
N/A
Shares— from 5,757
Change-5,757 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 5,733
Change-5,733 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 5,699
Change-5,699 (-100%)
Value—
Qsemble Capital Management, LP
N/A
Shares— from 5,637
Change-5,637 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 5,596
Change-5,596 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 5,558
Change-5,558 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 5,514
Change-5,514 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 5,505
Change-5,505 (-100%)
Value—
Uniplan Investment Counsel, Inc.
N/A
Shares— from 5,502
Change-5,502 (-100%)
Value—
Papamarkou Wellner Asset Management inc.
N/A
Shares— from 5,471
Change-5,471 (-100%)
Value—
Fairfield, Bush & Co.
N/A
Shares— from 5,415
Change-5,415 (-100%)
Value—
Barnett & Company, Inc.
N/A
Shares— from 5,343
Change-5,343 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 5,341
Change-5,341 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 5,283
Change-5,283 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 5,239
Change-5,239 (-100%)
Value—
Callahan Advisors, LLC
N/A
Shares— from 5,204
Change-5,204 (-100%)
Value—
CIM Investment Management Inc
N/A
Shares— from 5,131
Change-5,131 (-100%)
Value—
Twin Capital Management Inc
N/A
Shares— from 5,115
Change-5,115 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 5,071
Change-5,071 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 5,062
Change-5,062 (-100%)
Value—
Buckley Wealth Management, LLC
N/A
Shares— from 5,054
Change-5,054 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 5,022
Change-5,022 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 4,992
Change-4,992 (-100%)
Value—
First National Advisers, LLC
N/A
Shares— from 4,962
Change-4,962 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 4,954
Change-4,954 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 4,918
Change-4,918 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 4,890
Change-4,890 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 4,719
Change-4,719 (-100%)
Value—
Somerville Kurt F
N/A
Shares— from 4,690
Change-4,690 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 4,670
Change-4,670 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 4,639
Change-4,639 (-100%)
Value—
Capital Financial Group Inc\co\
N/A
Shares— from 4,597
Change-4,597 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 4,592
Change-4,592 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 4,582
Change-4,582 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 4,551
Change-4,551 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 4,518
Change-4,518 (-100%)
Value—
Martin & Co Inc
N/A
Shares— from 4,499
Change-4,499 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 4,489
Change-4,489 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 4,481
Change-4,481 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 4,463
Change-4,463 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 4,450
Change-4,450 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 4,440
Change-4,440 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 4,432
Change-4,432 (-100%)
Value—
FOX RUN Management, L.L.C.
N/A
Shares— from 4,424
Change-4,424 (-100%)
Value—
Castlekeep Investment Advisors LLC
N/A
Shares— from 4,283
Change-4,283 (-100%)
Value—
LGT Group Foundation
N/A
Shares— from 4,248
Change-4,248 (-100%)
Value—
SummitTX Capital, L.P.
N/A
Shares— from 4,216
Change-4,216 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 4,152
Change-4,152 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 4,116
Change-4,116 (-100%)
Value—
Painted Porch Advisors LLC
N/A
Shares— from 4,038
Change-4,038 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 4,014
Change-4,014 (-100%)
Value—
Osterweis Capital Management Inc
N/A
Shares— from 4,003
Change-4,003 (-100%)
Value—
Meiji Yasuda Life Insurance Co
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 3,995
Change-3,995 (-100%)
Value—
Ames National Corp
N/A
Shares— from 3,982
Change-3,982 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 3,957
Change-3,957 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 3,950
Change-3,950 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 3,939
Change-3,939 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 3,929
Change-3,929 (-100%)
Value—
Kidder Stephen W
N/A
Shares— from 3,920
Change-3,920 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 3,902
Change-3,902 (-100%)
Value—
Diamant Asset Management, Inc.
N/A
Shares— from 3,885
Change-3,885 (-100%)
Value—
ING Groep NV
N/A
Shares— from 3,884
Change-3,884 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 3,800
Change-3,800 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 3,799
Change-3,799 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 3,787
Change-3,787 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 3,781
Change-3,781 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 3,777
Change-3,777 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 3,776
Change-3,776 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 3,774
Change-3,774 (-100%)
Value—
Palogic Value Management, L.P.
N/A
Shares— from 3,771
Change-3,771 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 3,757
Change-3,757 (-100%)
Value—
EntryPoint Capital, LLC
N/A
Shares— from 3,713
Change-3,713 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 3,700
Change-3,700 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 3,695
Change-3,695 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 3,694
Change-3,694 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 3,688
Change-3,688 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 3,664
Change-3,664 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 3,661
Change-3,661 (-100%)
Value—
Spreng Capital Management, Inc.
N/A
Shares— from 3,646
Change-3,646 (-100%)
Value—
Mrwm Advisors, LLC
N/A
Shares— from 3,557
Change-3,557 (-100%)
Value—
NS Partners Ltd
N/A
Shares— from 3,544
Change-3,544 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 3,544
Change-3,544 (-100%)
Value—
Severin Investments, LLC
N/A
Shares— from 3,482
Change-3,482 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 3,477
Change-3,477 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 3,471
Change-3,471 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 3,462
Change-3,462 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 3,442
Change-3,442 (-100%)
Value—
Weik Capital Management
N/A
Shares— from 3,422
Change-3,422 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 3,418
Change-3,418 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 3,415
Change-3,415 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 3,358
Change-3,358 (-100%)
Value—
Fi3 Financial Advisors, LLC
N/A
Shares— from 3,350
Change-3,350 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 3,332
Change-3,332 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 3,314
Change-3,314 (-100%)
Value—
Cornerstone Financial Group, LLC
N/A
Shares— from 3,310
Change-3,310 (-100%)
Value—
IKE Capital, LLC
N/A
Shares— from 3,309
Change-3,309 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 3,253
Change-3,253 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 3,245
Change-3,245 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 3,228
Change-3,228 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 3,191
Change-3,191 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 3,190
Change-3,190 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 3,187
Change-3,187 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 3,156
Change-3,156 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 3,152
Change-3,152 (-100%)
Value—
Wilson & Boucher Capital Management, LLC
N/A
Shares— from 3,106
Change-3,106 (-100%)
Value—
Odyssean, LLC
N/A
Shares— from 3,090
Change-3,090 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 3,066
Change-3,066 (-100%)
Value—
KDT Advisors, LLC
N/A
Shares— from 3,065
Change-3,065 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 3,052
Change-3,052 (-100%)
Value—
Atom Investors LP
N/A
Shares— from 3,015
Change-3,015 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 2,997
Change-2,997 (-100%)
Value—
New Vernon Investment Management LLC
N/A
Shares— from 2,985
Change-2,985 (-100%)
Value—
Driehaus Capital Management LLC
N/A
Shares— from 2,981
Change-2,981 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 2,962
Change-2,962 (-100%)
Value—
Denali Advisors LLC
N/A
Shares— from 2,950
Change-2,950 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 2,925
Change-2,925 (-100%)
Value—
City National Bank of Florida
N/A
Shares— from 2,924
Change-2,924 (-100%)
Value—
Brooks, Moore & Associates, Inc.
N/A
Shares— from 2,903
Change-2,903 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 2,903
Change-2,903 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 2,894
Change-2,894 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 2,850
Change-2,850 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 2,817
Change-2,817 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 2,814
Change-2,814 (-100%)
Value—
Osmosis Investment Management UK Ltd
N/A
Shares— from 2,794
Change-2,794 (-100%)
Value—
Bank OZK
N/A
Shares— from 2,758
Change-2,758 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 2,746
Change-2,746 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 2,734
Change-2,734 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 2,733
Change-2,733 (-100%)
Value—
Parvin Asset Management, LLC
N/A
Shares— from 2,725
Change-2,725 (-100%)
Value—
Cornerstone Select Advisors, LLC
N/A
Shares— from 2,712
Change-2,712 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 2,708
Change-2,708 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 2,704
Change-2,704 (-100%)
Value—
Notis-McConarty Edward
N/A
Shares— from 2,670
Change-2,670 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 2,659
Change-2,659 (-100%)
Value—
Pacific Point Advisors, LLC
N/A
Shares— from 2,650
Change-2,650 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 2,633
Change-2,633 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 2,628
Change-2,628 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 2,616
Change-2,616 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 2,613
Change-2,613 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 2,578
Change-2,578 (-100%)
Value—
Horizon Family Wealth, Inc.
N/A
Shares— from 2,548
Change-2,548 (-100%)
Value—
Wimmer Associates 1, LLC
N/A
Shares— from 2,525
Change-2,525 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 2,525
Change-2,525 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 2,505
Change-2,505 (-100%)
Value—
Vazirani Asset Management LLC
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 2,476
Change-2,476 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 2,474
Change-2,474 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 2,459
Change-2,459 (-100%)
Value—
Mendel Capital Management LLC
N/A
Shares— from 2,458
Change-2,458 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 2,454
Change-2,454 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 2,447
Change-2,447 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 2,441
Change-2,441 (-100%)
Value—
FWG Holdings, LLC
N/A
Shares— from 2,429
Change-2,429 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 2,425
Change-2,425 (-100%)
Value—
Main Street Research LLC
N/A
Shares— from 2,413
Change-2,413 (-100%)
Value—
Seven Springs Wealth Group, LLC
N/A
Shares— from 2,403
Change-2,403 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 2,391
Change-2,391 (-100%)
Value—
Resolute Wealth Strategies, LLC
N/A
Shares— from 2,381
Change-2,381 (-100%)
Value—
TCM Advisors, LLC
N/A
Shares— from 2,375
Change-2,375 (-100%)
Value—
Lionhunter Capital Management, LLC
N/A
Shares— from 2,358
Change-2,358 (-100%)
Value—
Defiance ETFs, LLC
N/A
Shares— from 2,356
Change-2,356 (-100%)
Value—
Generation Capital Management LLC
N/A
Shares— from 2,346
Change-2,346 (-100%)
Value—
Stevens Capital Management LP
N/A
Shares— from 2,330
Change-2,330 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 2,302
Change-2,302 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 2,300
Change-2,300 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 2,299
Change-2,299 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 2,293
Change-2,293 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 2,258
Change-2,258 (-100%)
Value—
Corus Family Wealth Advisors
N/A
Shares— from 2,257
Change-2,257 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 2,255
Change-2,255 (-100%)
Value—
Clifford Group, LLC
N/A
Shares— from 2,254
Change-2,254 (-100%)
Value—
Fortis Advisors, LLC
N/A
Shares— from 2,250
Change-2,250 (-100%)
Value—
Puzo Michael J
N/A
Shares— from 2,245
Change-2,245 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 2,228
Change-2,228 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 2,226
Change-2,226 (-100%)
Value—
CarsonAllaria Wealth Management, Ltd.
N/A
Shares— from 2,212
Change-2,212 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 2,197
Change-2,197 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 2,187
Change-2,187 (-100%)
Value—
Core Alternative Capital
N/A
Shares— from 2,155
Change-2,155 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 2,153
Change-2,153 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 2,148
Change-2,148 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 2,131
Change-2,131 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 2,129
Change-2,129 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 2,117
Change-2,117 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 2,113
Change-2,113 (-100%)
Value—
Catalyst Funds Management Pty Ltd
N/A
Shares— from 2,100
Change-2,100 (-100%)
Value—
Ostrum Asset Management
N/A
Shares— from 2,098
Change-2,098 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 2,087
Change-2,087 (-100%)
Value—
US Asset Management LLC
N/A
Shares— from 2,084
Change-2,084 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 2,077
Change-2,077 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 2,063
Change-2,063 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 2,061
Change-2,061 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 2,049
Change-2,049 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 2,040
Change-2,040 (-100%)
Value—
Quarry LP
N/A
Shares— from 2,031
Change-2,031 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 2,020
Change-2,020 (-100%)
Value—
Old North State Trust, LLC
N/A
Shares— from 2,015
Change-2,015 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 2,008
Change-2,008 (-100%)
Value—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A
Shares— from 2,002
Change-2,002 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 2,002
Change-2,002 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 2,001
Change-2,001 (-100%)
Value—
Hurricane Capital Advisors LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
South Street Advisors LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 1,997
Change-1,997 (-100%)
Value—
Aspire Growth Partners LLC
N/A
Shares— from 1,993
Change-1,993 (-100%)
Value—
Paragon Capital Management LLC
N/A
Shares— from 1,983
Change-1,983 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 1,978
Change-1,978 (-100%)
Value—
Widmann Financial Services, Inc.
N/A
Shares— from 1,944
Change-1,944 (-100%)
Value—
KEB Asset Management, LLC
N/A
Shares— from 1,944
Change-1,944 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 1,908
Change-1,908 (-100%)
Value—
Elevation Advisory Partners LLC
N/A
Shares— from 1,906
Change-1,906 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 1,888
Change-1,888 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 1,851
Change-1,851 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 1,849
Change-1,849 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 1,828
Change-1,828 (-100%)
Value—
Crawford Investment Counsel Inc
N/A
Shares— from 1,827
Change-1,827 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 1,825
Change-1,825 (-100%)
Value—
Delaney Dennis R
N/A
Shares— from 1,825
Change-1,825 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 1,810
Change-1,810 (-100%)
Value—
Schrum Private Wealth Management LLC
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 1,791
Change-1,791 (-100%)
Value—
Groupe la Francaise
N/A
Shares— from 1,775
Change-1,775 (-100%)
Value—
Steelhead Wealth Management LLC
N/A
Shares— from 1,769
Change-1,769 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 1,768
Change-1,768 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 1,751
Change-1,751 (-100%)
Value—
Members Trust Co
N/A
Shares— from 1,747
Change-1,747 (-100%)
Value—
Aristotle Capital Management, LLC
N/A
Shares— from 1,745
Change-1,745 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 1,734
Change-1,734 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 1,732
Change-1,732 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 1,729
Change-1,729 (-100%)
Value—
Partners Capital Investment Group, LLP
N/A
Shares— from 1,722
Change-1,722 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 1,705
Change-1,705 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 1,701
Change-1,701 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 1,693
Change-1,693 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 1,687
Change-1,687 (-100%)
Value—
Beacon Investment Advisors LLC
N/A
Shares— from 1,684
Change-1,684 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 1,668
Change-1,668 (-100%)
Value—
Okabena Investment Services Inc
N/A
Shares— from 1,665
Change-1,665 (-100%)
Value—
Northstar Asset Management Inc
N/A
Shares— from 1,650
Change-1,650 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 1,639
Change-1,639 (-100%)
Value—
Meadowbrook Advisors Group, LLC
N/A
Shares— from 1,634
Change-1,634 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 1,620
Change-1,620 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 1,619
Change-1,619 (-100%)
Value—
Cyber Hornet ETFs LLC
N/A
Shares— from 1,617
Change-1,617 (-100%)
Value—
Reliant Investment Partners, LLC
N/A
Shares— from 1,615
Change-1,615 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 1,615
Change-1,615 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 1,607
Change-1,607 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 1,597
Change-1,597 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 1,595
Change-1,595 (-100%)
Value—
AXA S.A.
N/A
Shares— from 1,588
Change-1,588 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 1,588
Change-1,588 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 1,585
Change-1,585 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 1,583
Change-1,583 (-100%)
Value—
Northstar Financial Companies, Inc.
N/A
Shares— from 1,583
Change-1,583 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 1,573
Change-1,573 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 1,568
Change-1,568 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 1,555
Change-1,555 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 1,555
Change-1,555 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 1,554
Change-1,554 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 1,554
Change-1,554 (-100%)
Value—
Stembrook Asset Management, LLC
N/A
Shares— from 1,553
Change-1,553 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 1,549
Change-1,549 (-100%)
Value—
Joule Financial, LLC
N/A
Shares— from 1,542
Change-1,542 (-100%)
Value—
Khazanah Nasional Berhad
N/A
Shares— from 1,541
Change-1,541 (-100%)
Value—
Alexander Labrunerie & Co., Inc.
N/A
Shares— from 1,533
Change-1,533 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 1,511
Change-1,511 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 1,509
Change-1,509 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 1,508
Change-1,508 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 1,504
Change-1,504 (-100%)
Value—
AFT, Forsyth & Company, Inc.
N/A
Shares— from 1,504
Change-1,504 (-100%)
Value—
Elefante Mark B
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Northwest Quadrant Wealth Management, LLC
N/A
Shares— from 1,490
Change-1,490 (-100%)
Value—
Sagewood Asset Management LP
N/A
Shares— from 1,485
Change-1,485 (-100%)
Value—
Valtrion Capital Management, LLC
N/A
Shares— from 1,479
Change-1,479 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 1,476
Change-1,476 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 1,473
Change-1,473 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 1,466
Change-1,466 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 1,439
Change-1,439 (-100%)
Value—
Blackstone Inc.
N/A
Shares— from 1,412
Change-1,412 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 1,389
Change-1,389 (-100%)
Value—
Chancellor Financial Group WB LP
N/A
Shares— from 1,370
Change-1,370 (-100%)
Value—
Harbour Wealth Management Group, Inc.
N/A
Shares— from 1,369
Change-1,369 (-100%)
Value—
Osprey Private Wealth LLC
N/A
Shares— from 1,345
Change-1,345 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 1,337
Change-1,337 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 1,325
Change-1,325 (-100%)
Value—
Brave Asset Management Inc
N/A
Shares— from 1,320
Change-1,320 (-100%)
Value—
Maxele Advisors, LLC
N/A
Shares— from 1,308
Change-1,308 (-100%)
Value—
Godshalk Welsh Capital Management, Inc.
N/A
Shares— from 1,300
Change-1,300 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 1,293
Change-1,293 (-100%)
Value—
Connors Investor Services Inc
N/A
Shares— from 1,290
Change-1,290 (-100%)
Value—
Signet Private Wealth LLC
N/A
Shares— from 1,281
Change-1,281 (-100%)
Value—
Granite Harbor Advisors, Inc.
N/A
Shares— from 1,277
Change-1,277 (-100%)
Value—
Palisades Hudson Asset Management, L.P.
N/A
Shares— from 1,276
Change-1,276 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 1,266
Change-1,266 (-100%)
Value—
JRM Investment Counsel, LLC
N/A
Shares— from 1,265
Change-1,265 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1,252
Change-1,252 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 1,247
Change-1,247 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 1,238
Change-1,238 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 1,230
Change-1,230 (-100%)
Value—
D L Carlson Investment Group Inc
N/A
Shares— from 1,229
Change-1,229 (-100%)
Value—
Keystone Financial Services, LLC
N/A
Shares— from 1,229
Change-1,229 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 1,229
Change-1,229 (-100%)
Value—
Caerus Investment Advisors, LLC
N/A
Shares— from 1,226
Change-1,226 (-100%)
Value—
Rosenblum Silverman Sutton S F Inc
N/A
Shares— from 1,221
Change-1,221 (-100%)
Value—
Campion Asset Management
N/A
Shares— from 1,212
Change-1,212 (-100%)
Value—
Houlihan Financial Resource Group, Ltd.
N/A
Shares— from 1,202
Change-1,202 (-100%)
Value—
Broadleaf Partners, LLC
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
Davis Asset Management, L.P.
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 1,190
Change-1,190 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 1,188
Change-1,188 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 1,187
Change-1,187 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 1,179
Change-1,179 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 1,173
Change-1,173 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 1,159
Change-1,159 (-100%)
Value—
American Trust
N/A
Shares— from 1,154
Change-1,154 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 1,151
Change-1,151 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 1,140
Change-1,140 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 1,139
Change-1,139 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 1,139
Change-1,139 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 1,119
Change-1,119 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 1,105
Change-1,105 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 1,101
Change-1,101 (-100%)
Value—
SSI Investment Management LLC
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 1,089
Change-1,089 (-100%)
Value—
LeClair Wealth Partners LLC
N/A
Shares— from 1,088
Change-1,088 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 1,087
Change-1,087 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 1,087
Change-1,087 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 1,080
Change-1,080 (-100%)
Value—
Wexford Capital LP
N/A
Shares— from 1,080
Change-1,080 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 1,064
Change-1,064 (-100%)
Value—
Sharp Wealth Advisory, LLC
N/A
Shares— from 1,058
Change-1,058 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 1,057
Change-1,057 (-100%)
Value—
RBO & Co LLC
N/A
Shares— from 1,045
Change-1,045 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 1,040
Change-1,040 (-100%)
Value—
Holistic Financial Partners
N/A
Shares— from 1,014
Change-1,014 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 1,013
Change-1,013 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 1,006
Change-1,006 (-100%)
Value—
Paradiem, LLC
N/A
Shares— from 1,004
Change-1,004 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 1,002
Change-1,002 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 1,001
Change-1,001 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 998
Change-998 (-100%)
Value—
AlphaGrep UK Ltd
N/A
Shares— from 996
Change-996 (-100%)
Value—
Shared Vision Wealth Group LLC
N/A
Shares— from 993
Change-993 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 979
Change-979 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 977
Change-977 (-100%)
Value—
Alpha Financial Partners LLC
N/A
Shares— from 970
Change-970 (-100%)
Value—
ABN Amro Bank N.V.
N/A
Shares— from 965
Change-965 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 958
Change-958 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 955
Change-955 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 954
Change-954 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 951
Change-951 (-100%)
Value—
Muirfield Wealth Advisors LLC
N/A
Shares— from 944
Change-944 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 940
Change-940 (-100%)
Value—
Drake & Associates, LLC
N/A
Shares— from 937
Change-937 (-100%)
Value—
Planning Center, Inc.
N/A
Shares— from 933
Change-933 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 930
Change-930 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 930
Change-930 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 919
Change-919 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 918
Change-918 (-100%)
Value—
Planning Alternatives LTD
N/A
Shares— from 917
Change-917 (-100%)
Value—
New World Advisors LLC
N/A
Shares— from 910
Change-910 (-100%)
Value—
UP Strategic Wealth Investment Advisors LLC
N/A
Shares— from 906
Change-906 (-100%)
Value—
Gambit Capital Management, LLC
N/A
Shares— from 904
Change-904 (-100%)
Value—
Genesis Wealth Advisors, LLC
N/A
Shares— from 903
Change-903 (-100%)
Value—
Hyperion Capital Advisors LP
N/A
Shares— from 900
Change-900 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 896
Change-896 (-100%)
Value—
EWA, LLC
N/A
Shares— from 896
Change-896 (-100%)
Value—
Volterra Technologies LP
N/A
Shares— from 895
Change-895 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 889
Change-889 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 878
Change-878 (-100%)
Value—
Ascension Capital Advisors, Inc.
N/A
Shares— from 873
Change-873 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 870
Change-870 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 869
Change-869 (-100%)
Value—
Consilio Wealth Advisors, LLC
N/A
Shares— from 867
Change-867 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 863
Change-863 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 862
Change-862 (-100%)
Value—
Caden Capital Partners, LP
N/A
Shares— from 860
Change-860 (-100%)
Value—
Orographic Financial Advisors, LLC
N/A
Shares— from 860
Change-860 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 857
Change-857 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 854
Change-854 (-100%)
Value—
Caisse DES Depots ET Consignations
N/A
Shares— from 847
Change-847 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 843
Change-843 (-100%)
Value—
Second Half Financial Partners, LLC
N/A
Shares— from 827
Change-827 (-100%)
Value—
Westshore Wealth, LLC
N/A
Shares— from 825
Change-825 (-100%)
Value—
Kinloch Capital, LLC
N/A
Shares— from 825
Change-825 (-100%)
Value—
Talisman Wealth Advisors LLC
N/A
Shares— from 822
Change-822 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 820
Change-820 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 816
Change-816 (-100%)
Value—
Red Wave Investments LLC
N/A
Shares— from 816
Change-816 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 811
Change-811 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 804
Change-804 (-100%)
Value—
Pingora Partners LLC
N/A
Shares— from 800
Change-800 (-100%)
Value—
Wealth Advisors of Iowa, LLC
N/A
Shares— from 800
Change-800 (-100%)
Value—
Bellars Harris Wealth Management, LLC
N/A
Shares— from 800
Change-800 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 796
Change-796 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 795
Change-795 (-100%)
Value—
HFG Advisors, Inc.
N/A
Shares— from 794
Change-794 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 790
Change-790 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 783
Change-783 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 782
Change-782 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 778
Change-778 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 777
Change-777 (-100%)
Value—
Berry Wealth Group, LP
N/A
Shares— from 776
Change-776 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 775
Change-775 (-100%)
Value—
1776 Wealth LLC
N/A
Shares— from 773
Change-773 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 772
Change-772 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 764
Change-764 (-100%)
Value—
Curio Wealth, LLC
N/A
Shares— from 763
Change-763 (-100%)
Value—
Dempze Nancy E
N/A
Shares— from 760
Change-760 (-100%)
Value—
Ruedi Wealth Management, Inc.
N/A
Shares— from 759
Change-759 (-100%)
Value—
Hardman Johnston Global Advisors LLC
N/A
Shares— from 754
Change-754 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 752
Change-752 (-100%)
Value—
Raelipskie Partnership
N/A
Shares— from 751
Change-751 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 750
Change-750 (-100%)
Value—
McGowan Group Asset Management, Inc.
N/A
Shares— from 749
Change-749 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 746
Change-746 (-100%)
Value—
Brasada Capital Management, LP
N/A
Shares— from 746
Change-746 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 741
Change-741 (-100%)
Value—
Synergy Financial Group, LTD
N/A
Shares— from 739
Change-739 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 718
Change-718 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 702
Change-702 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 677
Change-677 (-100%)
Value—
S&T Bank
N/A
Shares— from 661
Change-661 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 634
Change-634 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 633
Change-633 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 612
Change-612 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 580
Change-580 (-100%)
Value—
Heartland Advisors Inc
N/A
Shares— from 575
Change-575 (-100%)
Value—
Capula Management Ltd
N/A
Shares— from 558
Change-558 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 547
Change-547 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 537
Change-537 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 506
Change-506 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 505
Change-505 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 499
Change-499 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 484
Change-484 (-100%)
Value—
Jupiter Wealth Management LLC
N/A
Shares— from 479
Change-479 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 466
Change-466 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 456
Change-456 (-100%)
Value—
Standard Family Office LLC
N/A
Shares— from 432
Change-432 (-100%)
Value—
Twin Lakes Capital Management, LLC
N/A
Shares— from 426
Change-426 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 370
Change-370 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 363
Change-363 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 327
Change-327 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 325
Change-325 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 316
Change-316 (-100%)
Value—
Ossiam
N/A
Shares— from 312
Change-312 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 283
Change-283 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 274
Change-274 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 273
Change-273 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 265
Change-265 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 242
Change-242 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 237
Change-237 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 234
Change-234 (-100%)
Value—
Itau Unibanco Holding S.A.
N/A
Shares— from 228
Change-228 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 220
Change-220 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 219
Change-219 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 181
Change-181 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 178
Change-178 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 177
Change-177 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 173
Change-173 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 169
Change-169 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 154
Change-154 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 153
Change-153 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 144
Change-144 (-100%)
Value—
J. Stern & Co. LLP
N/A
Shares— from 140
Change-140 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 125
Change-125 (-100%)
Value—
Kelly Lawrence W & Associates Inc
N/A
Shares— from 124
Change-124 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 123
Change-123 (-100%)
Value—
Financial Avengers, Inc.
N/A
Shares— from 114
Change-114 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 113
Change-113 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 110
Change-110 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 110
Change-110 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Riverview Trust Co
N/A
Shares— from 90
Change-90 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 90
Change-90 (-100%)
Value—
Core Capital Management & Research, inc.
N/A
Shares— from 90
Change-90 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 86
Change-86 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 80
Change-80 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 80
Change-80 (-100%)
Value—
Battery Global Advisors, LLC
N/A
Shares— from 71
Change-71 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 59
Change-59 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 51
Change-51 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 44
Change-44 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 42
Change-42 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 39
Change-39 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 38
Change-38 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 35
Change-35 (-100%)
Value—
Bard Associates Inc
N/A
Shares— from 32
Change-32 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 32
Change-32 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 32
Change-32 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 28
Change-28 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 28
Change-28 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 28
Change-28 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 22
Change-22 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 21
Change-21 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 21
Change-21 (-100%)
Value—
Turim 21 Investimentos Ltda.
N/A
Shares— from 21
Change-21 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 19
Change-19 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 14
Change-14 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 11
Change-11 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Geode Capital Management, LLC
INCREASED16,777,13616,122,702+654,434+4%$4.4B$4.6B+$180.0M2026-11-06
Fisher Asset Management, LLC
DECREASED6,564,9456,578,759-13,8140%$1.8B$1.8B-$2.9M2026-11-06
Deutsche Bank Ag\
DECREASED3,830,7563,921,166-90,410-2%$1.1B$1.0B-$24.1M2026-11-06
Bank of New York Mellon Corp
DECREASED3,778,9583,815,288-36,330-1%$1.0B$1.0B-$9.4M2026-11-05
Dimensional Fund Advisors LP
DECREASED3,679,6263,738,413-58,787-2%$1.0B$1.0B-$15.5M2026-11-04
Amundi
DECREASED2,303,7603,019,845-716,085-24%$821.4M$626.9M-$194.5M2026-11-06
Citigroup Inc
INCREASED1,618,2761,023,429+594,847+58%$278.4M$440.4M+$162.0M2026-11-04
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED1,537,6391,453,536+84,103+6%$395.4M$418.4M+$23.1M2026-11-05
LPL Financial LLC
INCREASED1,501,2151,468,840+32,375+2%$399.5M$408.5M+$9.0M2026-11-06
Barclays PLC
DECREASED1,381,4621,449,658-68,196-5%$394.3M$375.9M-$18.4M2026-11-06
Bank of Montreal
INCREASED1,319,3721,048,022+271,350+26%$285.1M$359.0M+$74.0M2026-11-09
Truist Financial Corp
INCREASED1,274,2991,241,570+32,729+3%$337.7M$346.8M+$9.1M2026-10-30
Sumitomo Mitsui Trust Group, Inc.
DECREASED1,273,7861,309,851-36,065-3%$356.3M$346.6M-$9.6M2026-10-29
MacKenzie Financial Corp
DECREASED1,195,8501,228,953-33,103-3%$334.3M$325.4M-$8.8M2026-11-02
PNC Financial Services Group, Inc.
INCREASED1,194,8081,187,862+6,946+1%$323.1M$325.1M+$2.0M2026-11-06
Principal Financial Group Inc
INCREASED1,135,356743,819+391,537+53%$202.3M$309.0M+$106.6M2026-11-02
Beutel, Goodman & Co Ltd.
DECREASED1,012,8481,052,679-39,831-4%$286.3M$275.6K-$286.1M2026-11-04
DekaBank Deutsche Girozentrale
INCREASED889,011590,385+298,626+51%$142.7K$243.9K+$101.2K2026-10-27
King Luther Capital Management Corp
DECREASED787,939799,883-11,944-1%$217.6M$214.4M-$3.1M2026-11-05
Fifth Third Bancorp
DECREASED784,430794,081-9,651-1%$216.0M$213.5M-$2.5M2026-11-05
Eurizon Capital SGR S.p.A.
INCREASED759,543685,660+73,883+11%$186.7M$207.2M+$20.5M2026-11-06
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED758,305842,636-84,331-10%$229.2M$206.4M-$22.8M2026-11-03
US Bancorp \de\
DECREASED728,088733,892-5,804-1%$199.6M$198.1M-$1.5M2026-11-05
Davenport & Co LLC
DECREASED725,198738,361-13,163-2%$201.0M$197.7M-$3.2M2026-10-14
Perpetual Ltd
INCREASED669,328630,634+38,694+6%$171.5M$182.1M+$10.6M2026-10-13
Assenagon Asset Management S.A.
INCREASED655,357228,061+427,296+187%$62.0M$178.3M+$116.3M2026-10-15
Russell Investments Group, Ltd.
INCREASED593,219485,632+107,587+22%$132.1M$161.5M+$29.4M2026-11-06
Danske Bank A/S
INCREASED569,804475,278+94,526+20%$129.3M$155.1M+$25.8M2026-11-09
Nordea Investment Management AB
INCREASED569,470526,274+43,196+8%$142.4M$156.4M+$13.9M2026-11-09
Bessemer Group Inc
DECREASED556,541644,320-87,779-14%$175.3M$151.5K-$175.1M2026-11-09
Pictet Asset Management Holding SA
DECREASED540,956654,306-113,350-17%$178.0M$147.2M-$30.8M2026-11-03
Vontobel Holding Ltd.
DECREASED537,352661,251-123,899-19%$179.9M$146.2M-$33.6M2026-10-16
Parnassus Investments, LLC
DECREASED447,739449,875-2,1360%$122.4M$121.8M-$522.8K2026-10-22
PFA Pension, Forsikringsaktieselskab
INCREASED438,261347,033+91,228+26%$94.4M$119.3M+$24.9M2026-11-06
UniSuper Management Pty Ltd
INCREASED433,343398,099+35,244+9%$108.3M$117.9M+$9.6M2026-10-26
Creative Planning
INCREASED427,421423,620+3,801+1%$115.2M$116.3M+$1.1M2026-11-02
New York State Teachers Retirement System
DECREASED418,315434,309-15,994-4%$118.1M$113.8K-$118.0M2026-10-22
Calamos Advisors LLC
INCREASED362,831254,930+107,901+42%$69.3M$98.7M+$29.4M2026-11-02
Maj Invest Holding A/S
DECREASED342,987349,171-6,184-2%$95.0K$93.3K-$1.6K2026-10-27
Retirement Systems of Alabama
INCREASED339,343315,938+23,405+7%$85.9M$92.3M+$6.4M2026-11-04
Bowen Hanes & Co Inc
INCREASED332,515313,033+19,482+6%$75.9M$90.5M+$14.5M2026-11-09
Mirabaud Asset Management Ltd
INCREASED327,000627+326,373+52053%$171.0K$89.6K-$81.3K2026-11-09
Allspring Global Investments Holdings, LLC
DECREASED317,766388,875-71,109-18%$108.0M$86.6M-$21.4M2026-11-04
Aberdeen Group plc
DECREASED315,1381,192,011-876,873-74%$324.2M$29.5M-$294.8M2026-11-06
Duff & Phelps Investment Management Co
INCREASED308,923286,926+21,997+8%$78.0M$84.1M+$6.0M2026-11-06
Asset Management One Co., Ltd.
INCREASED296,450273,236+23,214+9%$74.3M$80.7M+$6.4M2026-10-27
iA Global Asset Management Inc.
INCREASED290,507286,114+4,393+2%$77.8M$79.1K-$77.7M2026-10-29
Wealth Enhancement Advisory Services, LLC
INCREASED287,712185,600+102,112+55%$33.6M$60.6M+$27.0M2026-10-13
SEB Asset Management AB
INCREASED286,800252,884+33,916+13%$68.8M$78.0M+$9.3M2026-11-04
Boston Trust Walden Corp
DECREASED279,870298,657-18,787-6%$81.2M$76.2M-$5.1M2026-10-30
Midwest Trust Co
DECREASED273,323285,214-11,891-4%$77.6M$74.4M-$3.2M2026-10-22
Keybank National Association
DECREASED270,874274,434-3,560-1%$74.6M$73.7M-$933.1K2026-11-04
BCV Asset Management Inc.
DECREASED268,339276,791-8,452-3%$75.6M$73.3M-$2.3M2026-11-06
Handelsbanken Fonder AB
INCREASED267,295264,491+2,804+1%$71.9K$72.7K+$7972026-11-09
BI Asset Management Fondsmaeglerselskab A/S
INCREASED252,822150,157+102,665+68%$40.8M$68.8K-$40.8M2026-10-22
Loring Wolcott & Coolidge Fiduciary Advisors LLP
INCREASED248,382243,107+5,275+2%$66.1M$67.6M+$1.5M2026-10-23
Fort Washington Investment Advisors Inc
INCREASED240,417236,498+3,919+2%$64.3M$65.4M+$1.1M2026-10-15
Swiss Life Asset Management Ltd
DECREASED239,202280,893-41,691-15%$76.4M$65.1M-$11.3M2026-11-03
CIBC Asset Management Inc
INCREASED226,647224,268+2,379+1%$61.0M$61.7M+$712.5K2026-11-05
Bahl & Gaynor LLC
INCREASED219,129214,816+4,313+2%$58.4M$59.6M+$1.2M2026-11-05
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED216,539247,176-30,637-12%$67.2M$58.9M-$8.3M2026-10-15
Eastern Bank
INCREASED214,567209,187+5,380+3%$56.9M$58.4M+$1.5M2026-10-05
JTC Employer Solutions Trustee Ltd
UNCHANGED207,900207,90000%$56.5M$56.6K-$56.4M2026-11-09
Nisa Investment Advisors, LLC
DECREASED207,477207,753-2760%$56.5M$56.5M-$48.1K2026-10-20
Factory Mutual Insurance Co
DECREASED206,150207,200-1,050-1%$56.4M$56.1M-$258.8K2026-10-30
Skylands Capital, LLC
DECREASED203,220204,970-1,750-1%$55.8M$55.3M-$449.6K2026-10-21
KBC Group NV
INCREASED199,769108,489+91,280+84%$29.5M$54.4K-$29.5M2026-10-22
Cambiar Investors LLC
DECREASED192,769228,758-35,989-16%$62.2M$52.5M-$9.8M2026-11-04
State of New Jersey Common Pension Fund D
DECREASED192,277192,382-1050%$52.3M$52.3M-$3.6K2026-11-05
Border to Coast Pensions Partnership Ltd
DECREASED190,615202,083-11,468-6%$54.9M$51.8K-$54.9M2026-10-09
Mcdonald Capital Investors Inc
DECREASED185,244209,822-24,578-12%$57.1M$50.4M-$6.7M2026-10-27
Lansforsakringar Fondforvaltning AB (publ)
INCREASED182,323178,936+3,387+2%$48.7M$49.6M+$945.0K2026-11-09
IFM Investors Pty Ltd
INCREASED180,683171,598+9,085+5%$46.7M$49.2M+$2.5M2026-10-14
Mn Services Vermogensbeheer B.V.
INCREASED176,101173,001+3,100+2%$47.1M$47.9K-$47.0M2026-10-08
Deprince Race & Zollo Inc
DECREASED170,961176,856-5,895-3%$48.1M$46.5M-$1.6M2026-10-13
Strs Ohio
DECREASED170,882181,880-10,998-6%$49.5M$46.5M-$3.0M2026-10-30
Czech National Bank
INCREASED170,692168,993+1,699+1%$46.0M$46.5M+$484.3K2026-10-13
Northeast Investment Management
DECREASED170,460171,211-7510%$46.6M$46.4M-$182.1K2026-10-30
Rockland Trust Co
DECREASED167,968168,916-948-1%$45.9M$45.7M-$236.0K2026-10-05
Arizona State Retirement System
INCREASED167,422164,735+2,687+2%$44.8M$45.6M+$752.6K2026-11-03
Mirae Asset Global Investments Co., Ltd.
INCREASED167,168149,733+17,435+12%$40.7M$45.5M+$4.8M2026-11-03
Markel Group Inc.
INCREASED166,028161,028+5,000+3%$43.8M$45.2M+$1.4M2026-10-30
Henshaw Capital LLC
DECREASED165,672165,673-10%$45.1M$45.1M+$21.3K2026-11-03
Commonwealth Equity Services, LLC
DECREASED160,004166,272-6,268-4%$45.2M$43.5M-$1.7M2026-11-02
Ferguson Wellman Capital Management, Inc
INCREASED155,36743,171+112,196+260%$11.7M$42.3M+$30.5M2026-10-05
Nykredit A/S
INCREASED152,073141,111+10,962+8%$38.4M$41.4M+$3.0M2026-11-06
D.A. Davidson & Co.
DECREASED151,999154,631-2,632-2%$42.1M$41.4M-$696.3K2026-10-28
State of Michigan Retirement System
DECREASED149,245152,045-2,800-2%$41.4M$40.6M-$742.2K2026-10-27
B. Metzler seel. Sohn & Co. AG
INCREASED148,558136,622+11,936+9%$37.2M$40.4M+$3.3M2026-10-30
Raiffeisen Bank International AG
DECREASED144,513147,312-2,799-2%$40.2M$39.6M-$553.7K2026-10-28
Swedbank AB
DECREASED142,150145,757-3,607-2%$39.6M$38.7M-$962.6K2026-10-27
Quilter Plc
DECREASED138,504144,382-5,878-4%$39.3M$37.7M-$1.6M2026-10-21
Conning Inc.
DECREASED136,428141,953-5,525-4%$38.6M$37.1M-$1.5M2026-10-27
Glenview Trust Co
INCREASED135,681134,738+943+1%$36.6M$36.9M+$274.1K2026-10-28
Mill Capital Management, LLC
DECREASED135,439135,557-1180%$36.9M$36.9M-$14.5K2026-10-26
Mesirow Financial Investment Management, Inc.
INCREASED134,568134,567+10%$36.6M$36.6M+$17.4K2026-11-05
Norris Perne & French LLP
DECREASED132,209133,795-1,586-1%$36.4M$36.0M-$414.1K2026-10-23
Daiwa Securities Group Inc.
INCREASED127,362115,550+11,812+10%$31.4M$34.7M+$3.2M2026-10-29
Heritage Wealth Advisors
DECREASED127,036129,834-2,798-2%$35.3M$34.6M-$744.2K2026-11-09
Smith Chas P & Associates PA Cpas
INCREASED126,076123,606+2,470+2%$33.6M$36.4M+$2.8M2026-10-22
Cohen Klingenstein LLC
UNCHANGED123,943123,94300%$33.7M$33.7M+$16.1K2026-10-15
TD Waterhouse Canada Inc.
DECREASED123,524138,223-14,699-11%$38.4M$33.7M-$4.7M2026-10-16
Union Bancaire Privee, UBP SA
INCREASED120,595116,328+4,267+4%$37.6M$40.5M+$2.9M2026-11-04
Xponance LLC
INCREASED116,846110,350+6,496+6%$30.0M$31.8M+$1.8M2026-11-03
UMB Bank, n.a.
DECREASED115,335117,066-1,731-1%$31.8M$31.4M-$455.8K2026-11-06
Cullen T Bankers, Inc.
DECREASED114,225114,769-5440%$31.2M$31.1M-$133.1K2026-10-28
Neos Investment Management LLC
INCREASED110,52796,671+13,856+14%$26.3M$30.1M+$3.8M2026-11-04
Regions Financial Corp
DECREASED108,061111,221-3,160-3%$30.3M$29.4M-$845.5K2026-11-05
Rakuten Investment Management, Inc.
INCREASED106,60697,106+9,500+10%$26.5M$29.2M+$2.7M2026-10-30
Central Trust Co
INCREASED105,906104,432+1,474+1%$28.4M$28.8M+$414.7K2026-11-05
Sather Financial Group Inc
DECREASED105,751106,276-5250%$28.9M$28.8M-$129.0K2026-10-30
Kestra Advisory Services, LLC
INCREASED104,42190,710+13,711+15%$24.7M$28.4M+$3.7M2026-11-02
Amalgamated Bank
DECREASED103,105105,771-2,666-3%$28.8M$28.1K-$28.7M2026-10-23
Trillium Asset Management, LLC
DECREASED102,669126,236-23,567-19%$34.3M$27.9M-$6.4M2026-11-09
Kimelman & Baird, LLC
UNCHANGED102,304102,30400%$27.8M$27.8M+$13.3K2026-11-03
Badgley Phelps Wealth Managers, LLC
INCREASED102,166101,873+293+0%$27.7M$27.8M+$93.0K2026-10-22
Hillman Co
UNCHANGED101,738101,73800%$27.7M$27.7M+$13.2K2026-10-28
ProShare Advisors LLC
INCREASED100,45099,004+1,446+1%$26.9M$27.3M+$406.4K2026-10-29
Everett Harris & Co
INCREASED100,00098,305+1,695+2%$26.7M$27.2M+$474.0K2026-10-28
Schaper Benz & Wise Investment Counsel Inc
DECREASED99,936100,948-1,012-1%$27.5M$27.2M-$262.2K2026-10-09
PensionDanmark Pensionsforsikringsaktieselskab
INCREASED97,50193,630+3,871+4%$25.5M$26.5M+$1.1M2026-10-19
Levin Capital Strategies, L.P.
DECREASED97,107102,765-5,658-6%$28.0M$26.4M-$1.5M2026-11-02
Associated Banc-Corp
INCREASED96,28894,457+1,831+2%$25.7M$26.2M+$510.5K2026-10-30
Banque Pictet & CIE SA
INCREASED94,99582,893+12,102+15%$22.5M$25.9M+$3.3M2026-10-16
Squarepoint Ops LLC
INCREASED94,92492,236+2,688+3%$25.1M$25.8M+$743.5K2026-11-09
Savant Capital, LLC
INCREASED92,38491,673+711+1%$24.7M$25.1M+$413.1K2026-11-06
Baxter Bros Inc
DECREASED91,47792,873-1,396-1%$25.3M$24.9M-$367.8K2026-11-04
OP Asset Management Ltd
INCREASED90,26266,786+23,476+35%$18.2M$24.6M+$6.4M2026-11-05
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED89,69288,002+1,690+2%$23.9M$24.4M+$471.3K2026-10-20
Arbejdsmarkedets Tillaegspension
DECREASED88,500104,000-15,500-15%$28.3M$24.1M-$4.2M2026-10-30
Police & Firemen's Retirement System of New Jersey
DECREASED87,41088,773-1,363-2%$24.1M$23.8M-$359.4K2026-11-09
Carnegie Investment Counsel
DECREASED86,90887,248-3400%$23.7M$23.7M-$81.1K2026-10-20
ASR Vermogensbeheer N.V.
INCREASED84,17083,672+498+1%$22.8M$22.9M+$148.0K2026-10-16
Bokf, NA
DECREASED83,50185,411-1,910-2%$23.2M$22.7M-$508.7K2026-10-27
New York Life Investment Management LLC
DECREASED82,56982,660-910%$22.5M$22.5M-$14.0K2026-11-04
Farmers & Merchants Investments Inc
DECREASED82,21182,218-70%$22.4M$22.4M+$8.8K2026-10-22
Abacus Planning Group, Inc.
DECREASED81,75781,881-1240%$22.3M$22.2M-$23.1K2026-11-02
Baldwin Wealth Partners LLC
DECREASED80,63980,842-2030%$22.0M$21.9M-$44.7K2026-10-13
PBU - The Pension Fund of Early Childhood & Youth Educators
INCREASED78,05271,261+6,791+10%$19.4M$21.2M+$1.9M2026-11-06
Cambridge Investment Research Advisors, Inc.
DECREASED77,64979,482-1,833-2%$21.6M$21.1K-$21.6M2026-11-02
Thrivent Financial for Lutherans
DECREASED76,82076,888-680%$20.9M$20.9K-$20.9M2026-11-05
Wallington Asset Management, LLC
DECREASED76,21976,364-1450%$20.8M$20.7M-$29.5K2026-11-04
Smith Salley Wealth Management
INCREASED75,39973,828+1,571+2%$20.1M$20.5M+$437.2K2026-11-03
Archon Partners LLC
UNCHANGED75,00075,00000%$20.4M$20.4M+$9.8K2026-10-26
Trust Co of Vermont
DECREASED74,96775,008-410%$20.4M$20.4M-$1.4K2026-10-21
First Citizens Bank & Trust Co
DECREASED74,96677,932-2,966-4%$21.2M$20.4M-$797.0K2026-10-14
Oregon Public Employees Retirement Fund
INCREASED73,09273,020+72+0%$19.9M$19.9M+$29.1K2026-10-30
Wealthfront Advisers LLC
INCREASED72,55070,207+2,343+3%$19.1M$19.7M+$646.7K2026-11-09
Aware Super Pty Ltd as trustee of Aware Super
INCREASED72,3466,217+66,129+1064%$1.7M$19.7M+$18.0M2026-10-30
Prospera Financial Services Inc
INCREASED72,24461,243+11,001+18%$16.7M$22.0M+$5.3M2026-11-04
ABN Amro Investment Solutions
INCREASED70,98055,834+15,146+27%$15.2M$19.3M+$4.1M2026-10-21
Clifford Swan Investment Counsel LLC
INCREASED70,44370,323+120+0%$19.1M$19.2M+$41.9K2026-11-05
Premier Fund Managers Ltd
DECREASED69,91171,127-1,216-2%$19.4M$19.2K-$19.4M2026-11-02
NorthCrest Asset Manangement, LLC
INCREASED69,83469,017+817+1%$19.7M$19.4M-$244.9K2026-10-13
Armstrong Henry H Associates Inc
INCREASED69,59468,701+893+1%$18.7M$18.9M+$251.9K2026-10-07
Allworth Financial LP
INCREASED69,52751,370+18,157+35%$14.0M$18.9M+$4.9M2026-11-06
Yousif Capital Management, LLC
INCREASED66,74766,654+93+0%$18.1M$18.2M+$34.0K2026-10-22
CX Institutional
INCREASED65,29161,801+3,490+6%$16.8K$17.8K+$9582026-10-02
Applied Finance Capital Management, LLC
DECREASED65,16769,269-4,102-6%$18.8M$17.7M-$1.1M2026-11-03
Cynosure Group, LLC
INCREASED64,88664,087+799+1%$17.4M$17.7M+$226.0K2026-11-03
Mutual of America Capital Management LLC
DECREASED64,16564,585-420-1%$17.6M$17.5M-$105.9K2026-10-23
Sapient Capital LLC
DECREASED64,11065,044-934-1%$17.7M$17.4M-$245.7K2026-10-08
Moody Lynn Lieberson & Walker, LLC
INCREASED63,25260,192+3,060+5%$16.4M$17.2M+$840.5K2026-10-14
Bourgeon Capital Management LLC
INCREASED62,75760,935+1,822+3%$16.6M$17.1M+$503.7K2026-10-19
Segment Wealth Management, LLC
DECREASED62,65562,804-1490%$17.1M$17.1M-$32.4K2026-10-26
Galvin, Gaustad & Stein, LLC
DECREASED62,49365,735-3,242-5%$17.9M$17.0M-$873.5K2026-10-08
Marco Investment Management LLC
DECREASED61,25661,456-2000%$16.7M$16.7M-$46.4K2026-11-09
Jacobs & Co
DECREASED61,08262,280-1,198-2%$16.9K$16.6K-$3182026-10-09
Freestone Capital Holdings, LLC
DECREASED60,69161,114-423-1%$16.6M$16.5M-$107.2K2026-11-09
Generali Asset Management SPA SGR
INCREASED60,57958,607+1,972+3%$15.9M$16.5M+$544.3K2026-10-26
HB Wealth Management, LLC
DECREASED60,05460,170-1160%$16.4M$16.3M-$24.0K2026-10-23
Cornerstone Advisors, LLC
UNCHANGED59,53059,53000%$16.2M$16.2M+$7.7K2026-11-06
First Nebraska Trust Co
DECREASED58,97859,415-437-1%$16.2M$16.0M-$111.3K2026-10-30
Assetmark, Inc
INCREASED58,58857,676+912+2%$15.7M$15.9M+$255.8K2026-10-21
Anchor Capital Advisors LLC
DECREASED58,27259,443-1,171-2%$16.2M$15.9M-$310.8K2026-11-05
MassMutual Private Wealth & Trust, FSB
DECREASED56,52156,545-240%$15.4M$15.4M+$8202026-10-05
SouthState Bank Corp
DECREASED56,43257,094-662-1%$15.5M$15.4M-$172.7K2026-11-09
State of Alaska, Department of Revenue
DECREASED56,27658,173-1,897-3%$15.8M$15.3K-$15.8M2026-10-15
Hosking Partners LLP
DECREASED56,25060,370-4,120-7%$16.4M$15.3M-$1.1M2026-10-21
North Star Investment Management Corp.
INCREASED56,16356,056+107+0%$15.2M$15.3M+$36.6K2026-10-27
Forbes J M & Co LLP
INCREASED56,11355,826+287+1%$15.2M$15.3M+$85.4K2026-10-16
Horrell Capital Management, Inc.
DECREASED55,60158,095-2,494-4%$15.8M$15.1M-$671.1K2026-10-08
MGO One Seven LLC
DECREASED55,05258,380-3,328-6%$15.9M$15.0M-$898.1K2026-10-28
Private Capital Advisors, Inc.
DECREASED54,10354,350-2470%$14.8M$14.7M-$60.2K2026-10-06
Exchange Traded Concepts, LLC
INCREASED53,80744,850+8,957+20%$12.2M$14.6M+$2.4M2026-10-28
Bright Rock Capital Management, LLC
UNCHANGED53,50053,50000%$14.6M$14.6M+$7.0K2026-10-05
Chesley Taft & Associates LLC
INCREASED53,20249,293+3,909+8%$13.4M$14.5M+$1.1M2026-10-13
Lido Advisors, LLC
DECREASED52,66054,058-1,398-3%$14.7M$14.3M-$373.7K2026-11-04
Kestra Private Wealth Services, LLC
DECREASED51,77252,343-571-1%$14.2M$14.1M-$148.6K2026-11-06
Atria Investments, Inc
INCREASED51,14450,443+701+1%$13.7M$13.9M+$197.3K2026-10-15
Intech Investment Management LLC
INCREASED50,72123,594+27,127+115%$6.4M$13.8M+$7.4M2026-11-09
Stack Financial Management, Inc
DECREASED50,38251,003-621-1%$13.9M$13.7M-$162.4K2026-11-02
Choreo, LLC
INCREASED50,27648,809+1,467+3%$13.3M$13.7M+$405.4K2026-10-28
Merit Financial Group, LLC
INCREASED50,04847,637+2,411+5%$13.0M$13.6M+$662.2K2026-11-06
Canada Post Corp Registered Pension Plan
INCREASED49,55446,454+3,100+7%$12.6M$13.6M+$949.7K2026-11-09
Beese Fulmer Investment Management, Inc.
INCREASED49,54348,621+922+2%$13.2M$13.5M+$257.4K2026-10-23
Founders Capital Management, LLC
DECREASED49,36449,617-253-1%$13.5M$13.4M-$62.4K2026-10-23
Mizuho Securities USA LLC
INCREASED48,50146,481+2,020+4%$12.6M$14.6M+$1.9M2026-11-09
Oak Harvest Investment Services
INCREASED48,11546,596+1,519+3%$12.7M$13.1M+$419.4K2026-10-20
Achmea Investment Management B.V.
NEW48,064—+48,064——$13.1M—2026-10-30
Cyndeo Wealth Partners, LLC
INCREASED47,90738,118+9,789+26%$10.4M$13.0M+$2.7M2026-10-16
Ashton Thomas Private Wealth, LLC
INCREASED47,31243,925+3,387+8%$11.9M$12.9M+$927.5K2026-11-03
Gulf International Bank (UK) Ltd
UNCHANGED46,97946,97900%$12.8M$12.8K-$12.8M2026-10-20
Hantz Financial Services, Inc.
DECREASED46,52050,875-4,355-9%$13.8M$12.7K-$13.8M2026-11-09
Pinnacle Associates LTD
INCREASED46,46146,321+140+0%$12.6M$12.6M+$44.1K2026-10-20
First Fiduciary Investment Counsel, Inc.
DECREASED46,40247,036-634-1%$12.8M$12.6K-$12.8M2026-10-27
First American Bank
DECREASED46,37347,143-770-2%$12.8M$12.6M-$203.4K2026-10-27
Motco
DECREASED46,24347,024-781-2%$12.8M$12.6M-$206.4K2026-11-09
Nemes Rush Group LLC
INCREASED45,79245,672+120+0%$12.4M$12.5M+$38.6K2026-11-04
Diversify Advisory Services, LLC
INCREASED45,08142,167+2,914+7%$12.6M$13.0M+$394.7K2026-10-20
Diversify Wealth Management, LLC
INCREASED45,08142,167+2,914+7%$12.6M$13.0M+$394.7K2026-10-20
HFR Wealth Management, LLC
DECREASED44,97746,325-1,348-3%$12.6M$12.2M-$360.6K2026-11-09
Fourpath Capital Management, LLC
DECREASED44,97246,150-1,178-3%$12.6M$12.2M-$314.6K2026-10-19
Calamos Wealth Management LLC
DECREASED44,52144,698-1770%$12.2M$12.1M-$42.4K2026-11-02
Parkside Investments, LLC
DECREASED44,44346,068-1,625-4%$12.5M$12.1M-$436.2K2026-10-20
Ceredex Value Advisors LLC
DECREASED43,18062,254-19,074-31%$16.9M$11.8M-$5.2M2026-11-09
American National Bank & Trust
DECREASED42,95045,528-2,578-6%$12.4M$11.7M-$695.6K2026-10-07
Intact Investment Management Inc.
DECREASED42,40050,300-7,900-16%$13.7M$11.5M-$2.1M2026-11-03
Teamwork Financial Advisors, LLC
DECREASED42,31844,059-1,741-4%$12.0M$11.5M-$468.1K2026-10-19
Foyston, Gordon & Payne Inc
DECREASED42,29547,043-4,748-10%$12.8M$11.5M-$1.3M2026-11-02
BAR Harbor Wealth Management
DECREASED42,21042,284-740%$11.5M$11.5M-$14.6K2026-10-21
Nicholas Company, Inc.
DECREASED41,87145,736-3,865-8%$12.4M$11.4M-$1.0M2026-11-05
Motley Fool Asset Management LLC
INCREASED41,57340,578+995+2%$11.0M$11.3M+$276.0K2026-10-27
Apollon Wealth Management, LLC
DECREASED41,46041,524-640%$11.3M$11.3M-$12.1K2026-10-23
O'Brien Greene & Co. Inc
DECREASED40,53441,065-531-1%$11.2M$11.0M-$139.1K2026-11-05
Northside Capital Management, LLC
DECREASED40,29540,370-750%$11.0M$11.0M-$15.2K2026-10-13
Legacy Private Trust Co.
DECREASED40,18941,159-970-2%$11.2M$10.9M-$258.6K2026-10-06
Lmcg Investments, LLC
INCREASED39,64535,359+4,286+12%$9.6M$10.8M+$1.2M2026-10-21
Y-Intercept (Hong Kong) Ltd
NEW39,083—+39,083——$10.6M—2026-10-16
Oppenheimer & Co Inc
INCREASED38,59338,071+522+1%$10.4M$10.5M+$147.0K2026-10-26
Norman Fields, Gottscho Capital Management, LLC
INCREASED38,22638,225+10%$10.4M$10.4M+$5.2K2026-10-05
Park Avenue Securities LLC
INCREASED37,79335,074+2,719+8%$9.5M$10.3K-$9.5M2026-10-26
Axiom Investment Management LLC
DECREASED37,73937,779-400%$10.3M$10.3M-$6.0K2026-11-03
Addenda Capital Inc.
INCREASED37,53535,157+2,378+7%$9.6M$10.2M+$651.7K2026-10-13
Knights of Columbus Asset Advisors LLC
INCREASED37,50935,138+2,371+7%$9.6M$10.2M+$649.8K2026-11-05
YHB Investment Advisors, Inc.
INCREASED37,39336,951+442+1%$10.1M$10.2M+$125.1K2026-10-08
Werlinich Asset Management, LLC
INCREASED37,04037,035+5+0%$10.1M$10.1M+$6.2K2026-10-09
First National Trust Co
DECREASED36,81137,816-1,005-3%$10.3M$10.0M-$268.6K2026-10-28
Concurrent Investment Advisors, LLC
INCREASED36,80235,451+1,351+4%$9.6M$10.0M+$372.4K2026-10-16
Lockheed Martin Investment Management Co
DECREASED36,78054,970-18,190-33%$15.0M$10.0M-$4.9M2026-11-04
Maryland State Retirement & Pension System
INCREASED36,55031,774+4,776+15%$8.6M$9.9M+$1.3M2026-11-05
Stevens Capital Partners
INCREASED36,49336,270+223+1%$9.9M$9.9M+$65.3K2026-10-29
QV Investors Inc.
DECREASED36,16662,791-26,625-42%$17.1M$9.8K-$17.1M2026-10-20
Alps Advisors Inc
DECREASED36,10840,246-4,138-10%$10.9M$9.8M-$1.1M2026-11-03
Nordwand Advisors, LLC
DECREASED36,05336,111-580%$9.8M$9.8M-$11.1K2026-11-05
J.W. Cole Advisors, Inc.
DECREASED35,73435,900-1660%$9.8M$9.7M-$40.3K2026-11-05
Hendley & Co Inc
INCREASED35,67835,221+457+1%$9.6K$9.7K+$1292026-10-29
NBT Bank, N.A.
DECREASED35,56836,098-530-1%$9.8M$9.7M-$139.5K2026-10-21
Perennial Advisors, LLC
DECREASED35,53036,314-784-2%$9.9M$9.7M-$208.6K2026-10-13
Skba Capital Management LLC
DECREASED35,43235,632-200-1%$9.7M$9.6M-$49.8K2026-11-09
Diversified Trust Co
INCREASED35,22034,105+1,115+3%$9.3M$9.6M+$307.6K2026-11-06
Lyell Wealth Management, LP
INCREASED35,12931,590+3,539+11%$8.6M$9.6M+$967.3K2026-10-30
180 GPS Investments IC Ltd
UNCHANGED34,85134,85100%$9.5M$9.5M+$4.5K2026-11-06
Sage Capital Advisors,llc
INCREASED34,64427,357+7,287+27%$7.4M$9.4M+$2.0M2026-10-13
Ag2r LA Mondiale Gestion D'actifs
INCREASED34,22126,417+7,804+30%$7.2M$9.3M+$2.1M2026-10-26
Ritholtz Wealth Management
INCREASED34,18333,317+866+3%$9.1M$9.3M+$240.1K2026-11-05
O'Keefe Stevens Advisory, Inc.
DECREASED33,94935,341-1,392-4%$9.6M$9.2M-$374.1K2026-10-09
Kornitzer Capital Management Inc
DECREASED33,93335,446-1,513-4%$9.6M$9.2M-$407.1K2026-11-03
Triglav Investments, D.O.O.
INCREASED33,40013,400+20,000+149%$3.6M$9.1M+$5.4M2026-11-06
Vise Technologies, Inc.
INCREASED33,24629,420+3,826+13%$8.0M$9.0M+$1.0M2026-10-29
Ethic Inc.
INCREASED33,13531,548+1,587+5%$8.6M$9.0M+$436.1K2026-11-03
LBP AM SA
DECREASED33,09834,355-1,257-4%$9.3M$9.0M-$337.6K2026-11-06
Wilmington Savings Fund Society, FSB
DECREASED32,90035,691-2,791-8%$9.7M$9.0M-$754.9K2026-10-23
Schnieders Capital Management, Llc.
DECREASED32,77333,197-424-1%$9.0M$8.9M-$111.1K2026-11-09
Miller Howard Investments Inc
INCREASED32,67332,057+616+2%$8.7M$8.9M+$171.9K2026-10-26
Folger Nolan Fleming Douglas Capital Management, Inc
INCREASED32,56832,397+171+1%$8.8M$8.9M+$50.7K2026-10-13
Morningstar Investment Management LLC
INCREASED32,14725,031+7,116+28%$6.1M$8.7M+$2.7M2026-11-09
First Horizon Corp
DECREASED32,06532,138-730%$8.7M$8.7M-$15.7K2026-10-26
Advocate Group LLC
DECREASED31,98734,419-2,432-7%$9.4M$8.7M-$657.3K2026-10-19
Heritage Investors Management Corp
DECREASED31,93932,055-1160%$8.7M$8.7K-$8.7M2026-10-29
Hartford Investment Management Co
DECREASED31,83132,902-1,071-3%$8.9M$8.7M-$287.2K2026-11-04
EagleClaw Capital Managment, LLC
DECREASED31,73232,915-1,183-4%$9.0M$8.6M-$317.7K2026-11-06
Albion Financial Group
INCREASED31,56331,520+43+0%$8.6M$8.6M+$15.6K2026-10-21
Masterinvest Kapitalanlage GmbH
DECREASED31,49034,937-3,447-10%$9.5M$8.6M-$933.5K2026-11-03
Toth Financial Advisory Corp
INCREASED31,42231,097+325+1%$8.5M$8.6M+$92.5K2026-10-08
Mogy Joel R Investment Counsel Inc
UNCHANGED31,23831,23800%$8.5M$8.5M+$4.1K2026-10-13
Oppenheimer Asset Management Inc.
DECREASED30,99432,332-1,338-4%$8.8M$8.4M-$359.9K2026-10-27
Fisher Funds Management LTD
DECREASED30,84439,150-8,306-21%$10.6M$8.4M-$2.3M2026-10-13
Crossmark Global Holdings, Inc.
DECREASED30,62830,941-313-1%$8.4M$8.3M-$81.2K2026-10-21
Stolper Co
INCREASED30,36830,202+166+1%$8.2K$8.3K+$492026-10-13
Violich Capital Management, Inc.
DECREASED29,99030,490-500-2%$8.3M$8.2M-$132.1K2026-10-05
Danica Pension, Livsforsikringsaktieselskab
UNCHANGED29,79229,79200%$8.1M$8.1M+$3.9K2026-11-09
New Mexico Educational Retirement Board
UNCHANGED29,58829,58800%$8.0M$8.1K-$8.0M2026-11-05
Avior Wealth Management, LLC
DECREASED29,53031,647-2,117-7%$8.6M$8.0M-$572.1K2026-10-13
Meridian Wealth Management, LLC
DECREASED29,51329,947-434-1%$8.1M$8.0M-$114.3K2026-11-05
Louisiana State Employees Retirement System
DECREASED29,20030,300-1,100-4%$8.2M$7.9M-$295.4K2026-10-20
Bank Julius Baer & Co. Ltd, Zurich
DECREASED29,08946,221-17,132-37%$12.6M$7.9M-$4.7M2026-10-29
Investment House LLC
DECREASED28,79851,341-22,543-44%$14.0M$7.8M-$6.1M2026-10-21
First Premier Bank
DECREASED28,41529,200-785-3%$7.9K$7.7K-$2102026-10-13
Chicago Partners Investment Group LLC
DECREASED28,13928,771-632-2%$8.8M$8.2M-$515.0K2026-10-27
SVB Wealth LLC
DECREASED27,93132,067-4,136-13%$8.7M$7.6M-$1.1M2026-11-06
Schmidt P J Investment Management Inc
DECREASED27,84528,362-517-2%$7.7M$7.6M-$136.9K2026-11-02
Constitution Capital LLC
INCREASED27,47320,898+6,575+31%$5.7M$7.5M+$1.8M2026-10-23
Kesler, Norman & Wride, LLC
DECREASED27,21127,582-371-1%$7.5M$7.4M-$97.3K2026-11-06
Neville Rodie & Shaw Inc
INCREASED26,95626,506+450+2%$7.2K$7.3K+$1262026-10-05
Sava Infond d.o.o.
INCREASED26,76022,760+4,000+18%$6.2M$7.3M+$1.1M2026-10-28
AlphaCore Capital LLC
INCREASED26,74324,298+2,445+10%$6.6M$7.3M+$668.7K2026-11-04
TrueMark Investments, LLC
INCREASED26,68923,620+3,069+13%$6.4M$7.3M+$838.2K2026-11-05
Wesbanco Bank Inc
DECREASED26,65935,911-9,252-26%$9.8M$7.3M-$2.5M2026-11-04
Hourglass Capital, LLC
DECREASED26,53628,571-2,035-7%$7.8M$7.2M-$550.1K2026-10-26
Williams Jones Wealth Management, Llc.
INCREASED26,38026,310+70+0%$7.2M$7.2M+$22.5K2026-11-05
Quadrant Capital Group LLC
INCREASED26,26826,151+117+0%$7.1M$7.4M+$304.0K2026-10-20
Farther Finance Advisors, LLC
INCREASED26,08621,850+4,236+19%$5.9M$7.1M+$1.2M2026-10-08
Crestwood Advisors Group, LLC
INCREASED25,93925,805+134+1%$7.0M$7.1M+$39.7K2026-10-27
Globalt Investments LLC / GA
DECREASED25,86526,137-272-1%$7.1M$7.0M-$70.6K2026-10-27
Martin Capital Partners, LLC
INCREASED25,84925,812+37+0%$7.0M$7.0M+$13.2K2026-10-07
Argent Trust Co
INCREASED25,84625,690+156+1%$7.0M$7.0M+$45.8K2026-11-09
Peterson Wealth Services
INCREASED25,84120,698+5,143+25%$5.6M$7.0M+$1.4M2026-10-26
NovaPoint Capital, LLC
DECREASED25,79625,913-1170%$7.0M$7.0M-$28.6K2026-10-22
Robeco Institutional Asset Management B.V.
INCREASED25,53521,208+4,327+20%$5.8M$6.9M+$1.2M2026-10-20
Goelzer Investment Management, Inc.
DECREASED25,11125,476-365-1%$6.9M$6.8M-$96.0K2026-10-16
Harrison Street Private Wealth LLC
INCREASED24,82220,862+3,960+19%$5.7M$6.8M+$1.1M2026-10-26
Clear Harbor Asset Management, LLC
INCREASED24,77223,146+1,626+7%$6.3M$6.7M+$445.5K2026-11-05
Brookstone Capital Management
INCREASED24,69024,327+363+1%$6.6M$6.7M+$102.1K2026-10-22
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED24,56024,643-830%$6.7M$6.7M-$19.4K2026-11-03
Cullen Investment Group, Ltd.
DECREASED24,54128,129-3,588-13%$7.7M$6.9M-$741.1K2026-10-13
Level Four Advisory Services, LLC
INCREASED24,49423,497+997+4%$6.4M$6.7M+$274.4K2026-11-06
Community Bank & Trust, Waco, Texas
INCREASED24,43123,135+1,296+6%$6.3M$6.6K-$6.3M2026-10-19
Sawgrass Asset Management LLC
DECREASED24,19837,199-13,001-35%$10.1M$6.6M-$3.5M2026-11-03
Old National Bancorp
DECREASED23,92924,054-125-1%$6.5M$6.5M-$30.9K2026-10-20
Daymark Wealth Partners, LLC
INCREASED23,81723,106+711+3%$6.3M$6.5M+$196.4K2026-11-04
Clearstead Advisors, LLC
INCREASED23,79623,107+689+3%$6.3M$6.5M+$187.8K2026-11-06
Wharton Business Group, LLC
DECREASED23,69624,731-1,035-4%$6.7M$6.4M-$278.6K2026-11-09
Royal Fund Management, LLC
INCREASED23,63123,184+447+2%$6.3M$6.4M+$124.8K2026-10-22
Compagnie Lombard Odier SCmA
UNCHANGED23,48023,48000%$6.4M$6.4M+$3.1K2026-11-04
Matthew Goff Investment Advisor, LLC
DECREASED23,44823,933-485-2%$6.5M$6.4M-$128.9K2026-10-13
Cypress Asset Management Inc
DECREASED23,43823,901-463-2%$6.5M$6.4M-$122.9K2026-10-09
Letson Investment Management, Inc.
INCREASED23,43022,428+1,002+4%$6.1M$6.4M+$275.5K2026-11-05
VestGen Advisors, LLC
DECREASED23,42023,530-1100%$6.4M$6.4M-$26.9K2026-10-27
Scissortail Wealth Management, LLC
INCREASED23,29923,294+5+0%$6.3M$6.3M+$4.5K2026-11-03
Stokes Capital Advisors, LLC
INCREASED23,10523,064+41+0%$6.3M$6.3M+$14.2K2026-10-09
Columbia Asset Management
DECREASED23,04523,314-269-1%$6.3M$6.3M-$70.3K2026-10-19
SevenBridge Financial Group, LLC
INCREASED22,68822,455+233+1%$6.6M$6.5M-$57.1K2026-10-26
Equitable Trust Co
DECREASED22,58522,718-133-1%$6.2M$6.1M-$33.2K2026-10-13
Gold Investment Management Ltd.
INCREASED22,49521,971+524+2%$6.0M$6.1M+$145.5K2026-10-19
AGF Management LTD
INCREASED22,46115,673+6,788+43%$4.3M$6.1M+$1.8M2026-11-03
Hamel Associates, Inc.
INCREASED22,44022,157+283+1%$6.0M$6.1M+$79.9K2026-11-06
Ascent Group, LLC
INCREASED22,20821,101+1,107+5%$5.7M$6.0M+$303.8K2026-10-30
Wedbush Securities Inc
DECREASED22,14822,354-206-1%$6.1M$6.0K-$6.1M2026-10-22
Patton Albertson Miller Group, LLC
INCREASED22,13921,961+178+1%$6.0M$6.0M+$51.3K2026-10-26
Tokio Marine Asset Management Co LTD
INCREASED22,00520,754+1,251+6%$5.6M$6.0M+$343.1K2026-10-26
Cherokee Insurance Co
UNCHANGED22,00022,00000%$6.0M$6.0M+$2.9K2026-11-05
Trust Co of Oklahoma
DECREASED21,84230,279-8,437-28%$8.2M$5.9M-$2.3M2026-10-15
Moors & Cabot, Inc.
DECREASED21,76123,823-2,062-9%$6.5M$5.9M-$558.1K2026-11-06
Integrity Alliance, Llc.
DECREASED21,46428,680-7,216-25%$7.8M$5.8M-$2.0M2026-10-29
Elevation Point Wealth Partners, LLC
DECREASED21,33128,084-6,753-24%$7.6M$5.8M-$1.8M2026-11-05
Caldwell Trust Co
DECREASED21,21921,644-425-2%$5.9M$5.8M-$112.8K2026-10-30
DT Investment Partners, LLC
DECREASED21,14121,215-740%$5.8M$5.8M-$17.4K2026-10-27
Eley Financial Management, Inc
INCREASED21,06721,024+43+0%$5.7M$5.7M+$14.4K2026-11-03
New Hampshire Trust
DECREASED20,77721,734-957-4%$5.9M$5.7M-$257.6K2026-10-20
Convergence Investment Partners, LLC
INCREASED20,6435,203+15,440+297%$1.4M$5.6M+$4.2M2026-10-28
Saybrook Capital
DECREASED20,50920,544-350%$5.6M$5.6M-$6.9K2026-10-27
Alta Capital Management LLC/
DECREASED20,32826,270-5,942-23%$7.1M$5.5M-$1.6M2026-10-26
Mengis Capital Management, Inc.
DECREASED20,23320,250-170%$5.5M$5.5M-$2.0K2026-10-13
Turtle Creek Wealth Advisors, LLC
DECREASED20,19420,534-340-2%$5.6M$5.5M-$89.9K2026-10-15
Legacy CG, LLC
INCREASED20,07218,597+1,475+8%$5.1M$5.5M+$403.8K2026-10-30
E. Ohman J:or Asset Management AB
UNCHANGED20,06020,06000%$5.5M$5.5M+$2.6K2026-10-22
Murphy Pohlad Asset Management LLC
DECREASED19,96020,848-888-4%$5.7M$5.4M-$238.9K2026-10-22
WealthPLAN Partners, LLC
INCREASED19,92119,918+3+0%$5.4M$5.4M+$3.4K2026-10-15
Citizens Business Bank
INCREASED19,84819,759+89+0%$5.4M$5.4M+$26.8K2026-11-09
Advanced Asset Management Advisors Inc
UNCHANGED19,80019,80000%$5.4M$5.4M+$2.6K2026-10-20
Capital City Trust Co
INCREASED19,79819,666+132+1%$5.3M$5.4M+$38.5K2026-10-22
Cohen Capital Management, Inc.
UNCHANGED19,47819,47800%$5.3M$5.3M+$2.5K2026-10-14
SAX Wealth Advisors, LLC
INCREASED19,3551,615+17,740+1098%$391.8K$5.3M+$4.9M2026-10-13
Azzad Asset Management Inc
INCREASED19,03818,721+317+2%$5.1M$5.2M+$88.7K2026-11-04
Citizens Financial Group Inc
DECREASED18,94619,386-440-2%$5.3M$5.2M-$117.3K2026-10-23
Deane Retirement Strategies, Inc.
DECREASED18,91919,019-100-1%$5.2M$5.1M-$23.8K2026-10-09
Nicollet Investment Management, Inc.
DECREASED18,88519,152-267-1%$5.2M$5.1K-$5.2M2026-10-14
Wilkins Investment Counsel Inc
DECREASED18,87419,224-350-2%$5.2M$5.1M-$92.7K2026-11-03
Signal Advisors Wealth, LLC
INCREASED18,86515,490+3,375+22%$4.2M$5.1M+$920.5K2026-10-13
Lincoln Capital LLC
DECREASED18,81019,130-320-2%$5.2M$5.1M-$73.6K2026-10-09
Tweedy, Browne Co LLC
DECREASED18,64519,185-540-3%$5.2M$5.1M-$144.5K2026-11-04
Smithfield Trust Co
UNCHANGED18,52318,52300%$5.0M$5.0K-$5.0M2026-11-09
Flossbach VON Storch SE
DECREASED18,46019,155-695-4%$5.2M$5.0M-$186.6K2026-10-28
Renaissance Investment Group LLC
DECREASED18,44020,056-1,616-8%$5.5M$5.0M-$437.2K2026-10-28
Lanark Financial, Inc.
DECREASED18,39418,754-360-2%$5.1M$5.0M-$95.6K2026-10-26
Baker Avenue Asset Management, LP
INCREASED18,27717,987+290+2%$4.9M$5.0M+$81.0K2026-11-06
Wasatch Advisors LP
DECREASED18,26218,697-435-2%$5.1M$5.0M-$115.9K2026-10-13
Coldstream Capital Management Inc
DECREASED18,24118,760-519-3%$5.1M$5.0M-$138.7K2026-11-09
Professional Financial Advisors, LLC
DECREASED18,24018,316-760%$5.0M$5.0M-$18.2K2026-10-13
Comprehensive Financial Consultants Institutional, Inc.
DECREASED18,20019,487-1,287-7%$5.3M$5.0M-$347.7K2026-10-15
North Dakota State Investment Board
INCREASED18,17817,783+395+2%$4.8M$4.9M+$109.8K2026-10-27
Florida Trust Wealth Management Co
INCREASED18,1257,916+10,209+129%$2.2M$4.9M+$2.8M2026-11-05
Gamma Investing LLC
INCREASED18,04316,582+1,461+9%$4.5M$4.9M+$399.7K2026-10-08
Kentucky Farm Bureau Mutual Insurance Co
UNCHANGED18,00018,00000%$4.9M$4.9M+$2.3K2026-11-06
Elite Wealth Management, Inc.
INCREASED17,8766,140+11,736+191%$1.7M$4.9M+$3.2M2026-11-03
Confluence Wealth Services, Inc.
INCREASED17,79815,090+2,708+18%$4.1M$4.8M+$739.0K2026-11-05
Welch & Forbes LLC
DECREASED17,69118,399-708-4%$5.0M$4.8M-$190.3K2026-11-04
Guilbault Capital LLC
DECREASED17,60017,650-500%$4.8M$4.8M-$11.3K2026-10-28
Western Financial Corp
NEW17,402—+17,402——$4.7M—2026-10-14
Community Trust & Investment Co
DECREASED17,38217,679-297-2%$4.8M$4.7M-$78.5K2026-10-15
R.H. Investment Group, LLC
INCREASED17,33716,890+447+3%$4.6M$4.7M+$123.8K2026-11-09
Midwest Professional Planners, Ltd.
DECREASED17,32417,407-830%$4.7M$4.7M-$20.5K2026-10-29
V-Square Quantitative Management LLC
INCREASED17,28816,876+412+2%$4.6M$4.7M+$114.3K2026-10-15
Ashurst Perkins Coie Trust Co
INCREASED17,27717,200+77+0%$4.7M$4.7M+$23.1K2026-10-15
BNC Wealth Management, LLC
INCREASED17,11816,842+276+2%$4.6M$4.7M+$77.4K2026-10-19
Prime Capital Investment Advisors, LLC
DECREASED17,07218,138-1,066-6%$4.9M$4.6M-$287.5K2026-10-20
Reaves W H & Co Inc
DECREASED17,05417,060-60%$4.6M$4.6M+$5852026-11-06
Third View Private Wealth, LLC
INCREASED16,98316,693+290+2%$4.5M$4.6M+$81.1K2026-10-30
Griffin Asset Management, Inc.
INCREASED16,97616,965+11+0%$4.6M$4.6M+$5.1K2026-10-22
AMI Investment Management Inc
DECREASED16,89617,368-472-3%$4.7M$4.6M-$126.2K2026-10-27
PFG Advisors
DECREASED16,83618,234-1,398-8%$5.0M$4.6M-$377.9K2026-10-16
Belpointe Asset Management LLC
DECREASED16,78217,435-653-4%$4.7M$4.6M-$175.4K2026-11-09
Community Financial Services Group, LLC
INCREASED16,70819+16,689+87837%$5.3K$4.6M+$4.5M2026-10-15
CNB Bank
INCREASED16,70216,609+93+1%$4.5M$4.5M+$27.5K2026-11-09
First Interstate Bank
DECREASED16,67817,579-901-5%$4.8M$4.5M-$242.9K2026-10-23
Vest Financial, LLC
DECREASED16,61716,897-280-2%$4.6M$4.5M-$74.0K2026-10-21
Brighton Jones LLC
INCREASED16,57316,414+159+1%$4.5M$4.5M+$45.3K2026-11-03
Chatham Capital Group, Inc.
INCREASED16,53716,137+400+2%$4.4M$4.5M+$111.0K2026-10-16
Fifth Third Wealth Advisors LLC
INCREASED16,18515,195+990+7%$4.1M$4.4M+$271.4K2026-10-22
GC Wealth Management RIA, LLC
DECREASED16,18116,455-274-2%$4.5M$4.4M-$72.4K2026-11-02
Valicenti Advisory Services Inc
INCREASED16,08815,838+250+2%$4.3K$4.4K+$702026-10-23
Concord Wealth Partners
INCREASED16,03115,171+860+6%$4.1M$4.4M+$236.2K2026-11-02
New England Research & Management, Inc.
INCREASED15,99313,403+2,590+19%$3.6M$4.4M+$706.6K2026-10-16
Bailard, Inc.
DECREASED15,95216,167-215-1%$4.4M$4.3M-$56.4K2026-10-13
Hixon Zuercher, LLC
INCREASED15,89415,780+114+1%$4.3M$4.3M+$33.0K2026-10-13
Americana Partners, LLC
INCREASED15,87614,373+1,503+10%$3.9M$4.3M+$410.9K2026-10-28
Financial Advisory Partners, LLC
DECREASED15,85816,026-168-1%$4.4M$4.3M-$43.6K2026-10-23
Ibex Wealth Advisors
NEW15,847—+15,847——$4.3M—2026-11-06
Dynamic Advisor Solutions LLC
DECREASED15,82516,355-530-3%$4.4M$4.3M-$142.1K2026-10-13
Praxis Investment Management Inc
UNCHANGED15,79115,79100%$4.3M$4.3K-$4.3M2026-11-03
Trust Co of Toledo NA
DECREASED15,79016,013-223-1%$4.4M$4.3M-$58.6K2026-10-16
Sagespring Wealth Partners, LLC
INCREASED15,77114,681+1,090+7%$4.0M$4.3M+$298.6K2026-10-22
SS&H Financial Advisors, Inc.
UNCHANGED15,73815,73800%$4.3M$4.3K-$4.3M2026-10-28
Inspire Trust Co, N.A.
UNCHANGED15,70015,70000%$4.3M$4.3M+$2.0K2026-11-05
TD Private Client Wealth LLC
DECREASED15,65915,712-530%$4.3M$4.3M-$12.4K2026-10-28
Kathmere Capital Management, LLC
DECREASED15,54915,634-85-1%$4.3M$4.2M-$21.3K2026-10-20
Trilogy Capital Inc.
INCREASED15,53115,107+424+3%$4.1M$4.2M+$117.5K2026-10-20
Fruth Investment Management
DECREASED15,45415,586-132-1%$4.2K$4.2K-$342026-10-13
Securian Asset Management, Inc
DECREASED15,39415,809-415-3%$4.8M$4.2M-$581.2K2026-11-06
IFP Advisors, Inc
DECREASED15,38219,309-3,927-20%$5.3M$4.2M-$1.1M2026-10-16
Verdence Capital Advisors LLC
INCREASED15,29614,427+869+6%$3.9M$4.2M+$238.5K2026-10-26
Apella Capital, LLC
DECREASED15,27615,629-353-2%$4.4M$4.2M-$228.9K2026-10-08
HUB Investment Partners, LLC
INCREASED15,27314,616+657+5%$4.0M$4.2M+$180.6K2026-11-03
Clear Trail Advisors, LLC
INCREASED15,26514,742+523+4%$4.0M$4.2M+$144.1K2026-10-20
Cullinan Associates Inc
UNCHANGED15,26015,26000%$4.2M$4.2M+$2.0K2026-11-03
Y.D. More Investments Ltd
DECREASED15,25216,987-1,735-10%$4.6M$4.2M-$469.9K2026-11-02
Ledyard National Bank
INCREASED15,10815,089+19+0%$4.1M$4.1M+$7.1K2026-10-21
St. Louis Trust Co
UNCHANGED15,09315,09300%$138.0K$4.1M+$4.0M2026-11-03
TAGStone Capital, Inc.
INCREASED15,04114,991+50+0%$4.1M$4.1M+$15.5K2026-11-09
Linscomb Wealth, Inc.
INCREASED15,02114,974+47+0%$4.1M$4.1M+$14.8K2026-11-05
Morey & Quinn Wealth Partners, LLC
DECREASED15,00015,025-250%$4.1M$4.1M-$4.9K2026-10-28
American Assets Investment Management, LLC
UNCHANGED15,00015,00000%$4.1M$4.1M+$2.0K2026-10-30
Caliber Wealth Management, LLC / KS
DECREASED14,97514,996-210%$4.1M$4.1M-$3.8K2026-11-04
Concord Asset Management, LLC
INCREASED14,78614,595+191+1%$4.0M$4.0M+$53.8K2026-11-02
Hall Capital Management Co Inc
DECREASED14,62814,849-221-1%$4.0M$4.0M-$58.2K2026-11-09
Ashton Thomas Securities, LLC
DECREASED14,53814,792-254-2%$4.0M$4.0M-$57.1K2026-10-26
Cadinha & Co LLC
UNCHANGED14,50714,50700%$3.9M$3.9M+$1.9K2026-10-22
Fideuram Asset Management (Ireland) dac
DECREASED14,44045,400-30,960-68%$11.9M$4.2M-$7.7M2026-10-29
Signaturefd, LLC
INCREASED14,36413,740+624+5%$3.7M$3.9M+$171.7K2026-10-23
BCS Private Wealth Management, Inc.
DECREASED14,34314,473-130-1%$3.9M$3.9M-$33.4K2026-11-09
RKL Wealth Management LLC
INCREASED14,27714,271+6+0%$3.9M$3.9M+$3.4K2026-10-16
Slow Capital, Inc.
DECREASED14,23614,809-573-4%$4.0M$3.9M-$154.0K2026-10-23
Shoker Investment Counsel, Inc.
INCREASED14,23614,112+124+1%$3.8M$3.9M+$35.5K2026-11-04
Private Trust Co NA
DECREASED14,16714,207-400%$3.9M$3.9M-$9.1K2026-10-20
Penobscot Investment Management Company, Inc.
DECREASED14,12514,723-598-4%$4.0M$3.8M-$160.8K2026-10-26
Plimoth Trust Co LLC
DECREASED14,12314,156-330%$3.9M$3.8M-$7.1K2026-10-26
Heritage Trust Co
DECREASED14,10314,292-189-1%$3.9M$3.8M-$49.6K2026-11-09
Grimes & Co Wealth Management, LLC
INCREASED14,08010,621+3,459+33%$2.9M$3.8M+$942.4K2026-10-29
Soltis Investment Advisors LLC
INCREASED13,99212,742+1,250+10%$3.5M$3.8M+$341.8K2026-10-28
Imc-Chicago, LLC
NEW13,972—+13,972——$3.8M—2026-11-05
Stanley-Laman Group, Ltd.
DECREASED13,97114,192-221-2%$3.9M$3.8M-$58.2K2026-10-20
Pinion Investment Advisors, LLC
INCREASED13,92913,923+6+0%$3.8M$3.8M+$3.4K2026-11-04
Plancorp, LLC
INCREASED13,92313,270+653+5%$3.8M$4.2M+$395.9K2026-11-03
Ellis Investment Partners, LLC
DECREASED13,91013,927-170%$3.8M$3.8M-$3.0K2026-10-21
Chicago Trust Co NA
DECREASED13,82714,918-1,091-7%$4.1M$3.8M-$295.0K2026-10-28
Venture Visionary Partners LLC
DECREASED13,82215,774-1,952-12%$4.3M$3.8M-$529.1K2026-10-07
Citizens National Bank Trust Department
INCREASED13,72013,646+74+1%$3.7M$3.7M+$21.9K2026-11-04
Valley Brook Capital Group, Inc.
DECREASED13,60813,662-540%$3.7M$3.7M-$13.0K2026-10-26
Nvest Wealth Strategies, Inc.
INCREASED13,50011,492+2,008+17%$3.1M$3.7M+$547.7K2026-10-14
Pathway Financial Advisers, LLC
INCREASED13,47812,719+759+6%$3.5M$3.7M+$208.0K2026-10-27
Ldic Inc.
INCREASED13,47411,971+1,503+13%$3.3M$3.7M+$410.6K2026-10-14
Phoenix Financial Ltd.
DECREASED13,42914,132-703-5%$3.8M$3.7M-$187.6K2026-11-09
Prevail Innovative Wealth Advisors, LLC
INCREASED13,3589,970+3,388+34%$2.7M$3.7M+$957.3K2026-10-20
Compound Planning, Inc.
INCREASED13,23612,944+292+2%$3.5M$3.6M+$81.0K2026-11-09
Fulton Bank, N.A.
INCREASED13,19712,886+311+2%$3.5M$3.6M+$86.3K2026-10-14
Hartline Investment Corp/
DECREASED13,13118,612-5,481-29%$5.1M$3.6M-$1.5M2026-10-29
Reynders McVeigh Capital Management, LLC
DECREASED13,12513,190-650%$3.6M$3.6M-$16.4K2026-10-30
Modera Wealth Management, LLC
DECREASED13,12113,370-249-2%$3.6M$3.6M-$66.0K2026-10-28
Greenleaf Trust
DECREASED13,07513,379-304-2%$3.6M$3.6M-$81.0K2026-10-29
Pictet North America Advisors SA
INCREASED13,04610,482+2,564+24%$2.9M$3.6M+$699.1K2026-10-21
Bank Pictet & Cie (Europe) AG
INCREASED12,9638,752+4,211+48%$2.4M$3.5M+$1.1M2026-10-20
Burney Co/
DECREASED12,86212,909-470%$3.5M$3.5M-$11.1K2026-10-15
Myriad Asset Management Advisors LLC
DECREASED12,78717,504-4,717-27%$4.8M$3.5M-$1.3M2026-11-03
Hartford Financial Management Inc.
DECREASED12,74612,796-500%$3.5M$3.5M-$11.9K2026-10-21
OFI Invest Asset Management
DECREASED12,71815,286-2,568-17%$3.7M$3.0M-$648.9K2026-11-06
Altus Wealth Group LLC
DECREASED12,62812,689-610%$3.5M$3.4M-$15.0K2026-10-20
Kintegral Advisory, LLC
INCREASED12,62312,552+71+1%$3.4M$3.4M+$21.0K2026-10-16
Harrell Investment Partners, LLC
DECREASED12,61213,424-812-6%$3.7M$3.4M-$219.2K2026-10-15
Community Bank of Raymore
DECREASED12,60916,609-4,000-24%$4.5M$3.4M-$1.1M2026-10-23
First Merchants Corp
INCREASED12,60911,687+922+8%$3.2M$3.4M+$252.4K2026-10-15
Guyasuta Investment Advisors Inc
DECREASED12,58212,819-237-2%$3.5M$3.4M-$62.8K2026-10-15
Mission Wealth Management, LP
DECREASED12,57718,842-6,265-33%$5.1M$3.4M-$1.7M2026-10-15
Moneco Advisors, LLC
INCREASED12,5725,016+7,556+151%$1.4M$3.4M+$2.1M2026-11-05
Great Valley Advisor Group, Inc.
DECREASED12,50012,520-200%$3.4M$3.4M-$4.1K2026-11-09
Robertson Stephens Wealth Management, LLC
INCREASED12,37311,109+1,264+11%$3.0M$3.4M+$345.5K2026-10-16
Financial Solutions Advisory Group, Inc.
DECREASED12,26012,458-198-2%$3.6M$3.5M-$7.4K2026-10-28
Valmark Advisers, Inc.
INCREASED12,24911,447+802+7%$3.1M$3.3M+$219.8K2026-11-06
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED12,24110,706+1,535+14%$2.9M$3.3M+$419.1K2026-10-27
Frank, Rimerman Advisors LLC
INCREASED12,19112,180+11+0%$3.3M$3.3M+$4.6K2026-10-16
Univest Financial Corp
DECREASED12,18312,657-474-4%$3.4M$3.3M-$127.1K2026-11-05
KCM Investment Advisors LLC
UNCHANGED12,15212,15200%$3.3M$3.3M+$1.6K2026-10-27
WealthPlan Investment Management, LLC
INCREASED12,14312,099+44+0%$3.3M$3.3M+$13.5K2026-10-15
Cambridge Advisors Inc.
DECREASED12,03612,186-150-1%$3.3M$3.3M-$39.2K2026-10-19
JAG Capital Management, LLC
DECREASED12,00812,154-146-1%$3.3M$3.3M-$38.0K2026-11-06
Parcion Private Wealth LLC
INCREASED11,95611,854+102+1%$3.2M$3.3M+$29.3K2026-10-28
Northcape Wealth Management, LLC
DECREASED11,86511,867-20%$3.2M$3.2M+$8332026-11-04
NLB Skladi, upravljanje premozenja, d.o.o.
DECREASED11,83314,367-2,534-18%$3.9M$3.2M-$687.7K2026-10-22
Laurel Wealth Advisors LLC
INCREASED11,77311,736+37+0%$3.2M$3.2M+$11.6K2026-10-27
Pittenger & Anderson Inc
INCREASED11,74411,284+460+4%$3.1M$3.2M+$126.6K2026-11-02
Valeo Financial Advisors, LLC
INCREASED11,73211,554+178+2%$3.1M$3.2M+$49.8K2026-10-08
Sustainable Insight Capital Management, LLC
DECREASED11,71025,010-13,300-53%$6.8M$3.2M-$3.6M2026-11-06
Waterfront Wealth Inc.
DECREASED11,67812,035-357-3%$3.5M$3.4M-$94.5K2026-11-03
Beacon Bank & Trust
DECREASED11,66412,989-1,325-10%$3.5M$3.2M-$358.9K2026-10-27
Cypress Capital, LLC
INCREASED11,57411,347+227+2%$3.1M$3.1M+$63.2K2026-10-20
Montag A & Associates Inc
INCREASED11,50111,470+31+0%$3.1M$3.1M+$9.9K2026-10-29
Hennessy Advisors Inc
UNCHANGED11,50011,50000%$3.1M$3.1M+$1.5K2026-10-28
Joel Isaacson & Co., LLC
INCREASED11,49011,403+87+1%$3.1M$3.1M+$25.2K2026-11-05
Founders Financial Securities LLC
INCREASED11,47511,284+191+2%$3.1M$3.1M+$53.4K2026-10-28
Nexus Investment Management ULC
DECREASED11,45611,706-250-2%$3.2M$3.1M-$66.5K2026-10-27
Wealth Intelligence, LLC
DECREASED11,42111,786-365-3%$3.2M$3.1M-$97.8K2026-10-16
Munich Reinsurance Co Stock Corp in Munich
INCREASED11,413587+10,826+1844%$159.7K$3.1M+$2.9M2026-10-30
Carolina Wealth Advisors, LLC
INCREASED11,32310,960+363+3%$3.0M$3.1M+$100.2K2026-10-23
Evergreen Capital Management LLC
INCREASED11,27711,164+113+1%$3.0M$3.1M+$32.4K2026-10-23
Optas, LLC
INCREASED11,19910,745+454+4%$2.9M$3.0M+$124.9K2026-11-09
Rossmore Private Capital
INCREASED11,18710,942+245+2%$3.0M$3.0M+$68.1K2026-10-27
Tema Etfs LLC
INCREASED11,16910,966+203+2%$3.0M$3.0M+$56.7K2026-10-16
Independent Investors Inc
UNCHANGED11,14011,14000%$3.0M$3.0M+$1.4K2026-10-30
Genus Capital Management Inc.
INCREASED11,13010,910+220+2%$3.0M$3.0M+$61.3K2026-11-04
DeDora Capital, Inc.
DECREASED11,09111,171-80-1%$3.0M$3.0M-$20.4K2026-10-26
Marble Harbor Investment Counsel, LLC
INCREASED11,03211,030+2+0%$3.0M$3.0M+$2.0K2026-11-06
Elyxium Wealth, LLC
DECREASED11,01011,350-340-3%$3.1M$3.0M-$91.0K2026-10-27
Naples Global Advisors, LLC
DECREASED10,92310,964-410%$3.0M$3.0M-$9.7K2026-11-05
Park National Corp
DECREASED10,87911,527-648-6%$3.1M$3.0M-$174.8K2026-10-05
Correct Capital Wealth Management
DECREASED10,82110,971-150-1%$3.0M$2.9M-$39.4K2026-11-02
University of Texas S AM Investment Management Co
INCREASED10,7781,962+8,816+449%$533.7K$2.9M+$2.4M2026-11-03
Inlet Private Wealth, LLC
UNCHANGED10,76010,76000%$2.9M$2.9M+$1.4K2026-10-21
Radnor Capital Management, LLC
DECREASED10,74010,800-60-1%$2.9M$2.9M-$14.9K2026-10-23
Jacobi Capital Management LLC
INCREASED10,57610,532+44+0%$2.9M$2.9M+$13.3K2026-11-05
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
DECREASED10,57111,371-800-7%$3.1M$2.9M-$216.2K2026-10-21
Atlantic Edge Private Wealth Management, LLC
INCREASED10,44310,382+61+1%$2.8M$2.8M+$17.8K2026-10-20
Parsons Capital Management Inc
DECREASED10,42410,546-122-1%$2.9M$2.8M-$31.8K2026-10-28
OpenArc Corporate Advisory, LLC
INCREASED10,3189,468+850+9%$2.6M$2.8M+$232.6K2026-10-21
Vivid Wealth Management, LLC
DECREASED10,30710,469-162-2%$2.8M$2.8M-$42.7K2026-10-27
Leavell Investment Management, Inc.
INCREASED10,29610,129+167+2%$2.8M$2.8M+$46.7K2026-11-09
Meyer Handelman Co
UNCHANGED10,28210,28200%$2.8M$2.8M+$1.3K2026-10-28
Little House Capital LLC
INCREASED10,2779,996+281+3%$2.7M$2.8M+$77.8K2026-11-06
Chemung Canal Trust Co
DECREASED10,25010,820-570-5%$2.9M$2.8M-$154.0K2026-11-04
Capital Investment Advisors, LLC
DECREASED10,24810,538-290-3%$2.9M$2.8M-$77.5K2026-10-22
XML Financial, LLC
INCREASED10,1149,895+219+2%$2.7M$2.8M+$61.0K2026-10-29
Prentiss Smith & Co Inc
DECREASED10,04420,620-10,576-51%$5.6M$2.7M-$2.9M2026-10-27
Platform Technology Partners
DECREASED10,03610,102-66-1%$2.7M$2.7M-$16.6K2026-11-02
Baker Ellis Asset Management LLC
UNCHANGED9,9389,93800%$2.7M$2.7M+$1.3K2026-10-14
Norden Group LLC
INCREASED9,8609,855+5+0%$2.7M$2.7M+$2.5K2026-10-20
Davis Capital Management
DECREASED9,73610,018-282-3%$2.7M$2.6M-$75.4K2026-10-08
CMH Wealth Management LLC
DECREASED9,70911,893-2,184-18%$3.2M$2.6M-$592.8K2026-10-22
Lowe Brockenbrough & Co Inc
INCREASED9,6939,656+37+0%$2.6M$2.6M+$11.4K2026-11-09
Chesapeake Capital Corp
NEW9,665—+9,665——$2.6M—2026-11-09
Clearstead Trust, LLC
INCREASED9,6255,253+4,372+83%$1.4M$2.6M+$1.2M2026-11-06
Simplicity Wealth,LLC
INCREASED9,6219,413+208+2%$2.6M$2.6M+$57.8K2026-10-23
Biltmore Family Office, LLC
DECREASED9,6129,733-121-1%$2.6M$2.6M-$31.7K2026-11-03
Greg Jennings, LLC
NEW9,599—+9,599——$2.6M—2026-10-19
Louisbourg Investments Inc.
INCREASED9,5879,551+36+0%$2.3M$2.3M+$12.0K2026-10-20
Angeles Wealth Management, LLC
DECREASED9,5579,617-60-1%$2.6M$2.6M-$15.1K2026-10-26
Pine Valley Investments Ltd Liability Co
DECREASED9,5469,713-167-2%$2.6M$2.6M-$44.1K2026-11-09
Trek Financial, LLC
INCREASED9,5148,464+1,050+12%$2.3M$2.6M+$286.8K2026-10-29
Busey Bank
INCREASED9,5009,409+91+1%$2.6M$2.6M+$26.0K2026-10-26
Fragasso Financial Advisors Inc
DECREASED9,41910,233-814-8%$2.8M$2.6M-$161.8K2026-10-13
OmniStar Financial Group, Inc.
INCREASED9,3943,822+5,572+146%$1.0M$2.6M+$1.5M2026-10-26
Tealwood Asset Management Inc
DECREASED9,3869,488-102-1%$2.6K$2.6K-$272026-10-13
HBK Sorce Advisory LLC
DECREASED9,3719,455-84-1%$2.8M$2.8M-$2.2K2026-11-06
Tritonpoint Wealth, LLC
DECREASED9,3549,377-230%$2.6M$2.5M-$5.0K2026-10-19
Exchange Bank
DECREASED9,2489,366-118-1%$2.5M$2.5M-$30.9K2026-10-07
Burling Wealth Partners, LLC
DECREASED9,2089,235-270%$2.5M$2.5M-$6.1K2026-11-09
Impact Capital Partners LLC
INCREASED9,1659,163+2+0%$2.5M$2.5M+$1.8K2026-10-22
Journey Advisory Group, LLC
DECREASED9,1439,187-440%$2.5M$2.5M-$10.8K2026-11-04
Axxcess Wealth Management, LLC
DECREASED9,14217,363-8,221-47%$4.7M$2.5M-$2.2M2026-10-21
Beacon Investment Advisory Services, Inc.
DECREASED9,1249,134-100%$2.5M$2.5M-$1.5K2026-10-13
Sachem Hill LLC
INCREASED9,0896,173+2,916+47%$1.7M$2.5M+$794.5K2026-10-14
Obermeyer Wealth Partners
INCREASED9,0579,053+4+0%$2.5M$2.5M+$2.3K2026-10-21
Avity Investment Management Inc.
UNCHANGED9,0199,01900%$2.5M$2.5M+$1.2K2026-10-09
CrossGen Wealth, LLC
INCREASED9,0148,832+182+2%$2.4M$2.5M+$50.5K2026-10-30
Wedgewood Investors Inc
DECREASED8,9959,065-70-1%$2.5M$2.4M-$17.9K2026-10-28
Washington Trust Co
DECREASED8,9079,191-284-3%$2.5M$2.4M-$76.0K2026-10-22
Connecticut Wealth Management, LLC
DECREASED8,90110,157-1,256-12%$2.8M$2.4M-$340.7K2026-10-13
MCF Advisors LLC
INCREASED8,8678,819+48+1%$2.4M$2.4M+$14.0K2026-10-28
Northstar Asset Management Co
DECREASED8,8499,489-640-7%$2.9M$2.5M-$368.8K2026-10-22
Aviance Capital Partners, LLC
INCREASED8,7928,756+36+0%$2.4M$2.4M+$10.9K2026-10-29
Family Legacy, Inc.
INCREASED8,7288,598+130+2%$2.3M$2.4M+$36.5K2026-10-13
Ascentis Independent Advisors
INCREASED8,72166+8,655+13114%$18.0K$2.4M+$2.4M2026-11-03
Geneos Wealth Management Inc.
INCREASED8,7147,634+1,080+14%$2.1M$2.4M+$294.9K2026-11-09
Harbor Investment Advisory, LLC
INCREASED8,7018,698+3+0%$2.4M$2.4M+$1.8K2026-10-13
Wolff Wiese Magana LLC
INCREASED8,6718,616+55+1%$2.3M$2.4M+$16.2K2026-10-15
Pflug Koory, LLC
DECREASED8,6028,605-30%$2.3M$2.3M+$3022026-10-26
Capital Asset Advisory Services LLC
INCREASED8,5498,403+146+2%$2.3M$2.5M+$262.8K2026-10-30
Hazlett, Burt & Watson, Inc.
DECREASED8,5348,556-220%$2.3M$2.3K-$2.3M2026-11-04
Yankcom Partnership
DECREASED8,4918,946-455-5%$2.4M$2.3M-$122.7K2026-10-15
Ipswich Investment Management Co., Inc.
DECREASED8,4859,135-650-7%$2.5M$2.3M-$175.7K2026-10-13
Fire Capital Management LLC
INCREASED8,4396,826+1,613+24%$1.9M$2.3M+$439.9K2026-10-27
Studio Investment Management LLC
DECREASED8,4188,832-414-5%$2.4M$2.3M-$111.5K2026-10-22
Manchester Capital Management LLC
DECREASED8,3018,694-393-5%$2.4M$2.3M-$105.8K2026-10-22
Perigon Wealth Management, LLC
DECREASED8,2979,036-739-8%$2.5M$2.3M-$200.0K2026-10-22
RFG Advisory, LLC
INCREASED8,2938,154+139+2%$2.2M$2.3M+$38.7K2026-11-03
Arrow Financial Corp
DECREASED8,2878,341-54-1%$2.3M$2.3M-$13.6K2026-10-26
Accretive Wealth Partners, LLC
INCREASED8,2128,027+185+2%$2.2M$2.2M+$51.4K2026-11-06
Phoenix Wealth Advisors
DECREASED8,1858,825-640-7%$2.4M$2.2M-$173.0K2026-11-03
Aull & Monroe Investment Management Corp
DECREASED8,1848,414-230-3%$2.3M$2.2M-$61.5K2026-10-16
Canandaigua National Bank & Trust Co
DECREASED8,1398,428-289-3%$2.3M$2.2M-$77.6K2026-10-07
West Michigan Advisors, LLC
INCREASED8,0988,091+7+0%$2.2M$2.2M+$3.0K2026-11-09
Telos Capital Management, Inc.
DECREASED8,0938,094-10%$2.2M$2.2M+$7802026-11-02
Cottage Street Advisors LLC
DECREASED8,0718,371-300-4%$2.3M$2.2M-$81.5K2026-10-19
CWA Asset Management Group, LLC
DECREASED8,0678,120-53-1%$2.2M$2.2M-$13.3K2026-10-19
Allegheny Financial Group
DECREASED8,0668,168-102-1%$2.2M$2.2M-$26.6K2026-11-05
Aaron Wealth Advisors LLC
DECREASED8,0609,073-1,013-11%$2.5M$2.2M-$274.5K2026-10-13
Cassaday & Co Wealth Management LLC
INCREASED8,0247,918+106+1%$2.2M$2.2M+$29.8K2026-10-27
Deseret Mutual Benefit Administrators
INCREASED8,0217,959+62+1%$2.2M$2.2M+$17.9K2026-11-04
Blume Capital Management, Inc.
DECREASED8,0128,412-400-5%$2.3M$2.2M-$107.8K2026-10-26
Oakworth Capital, Inc.
INCREASED7,9797,943+36+0%$2.2M$2.2M+$8.2K2026-10-26
Avidian Wealth Enterprises, LLC
DECREASED7,9527,998-46-1%$2.2M$2.2M-$11.6K2026-10-08
Howland Capital Management LLC
DECREASED7,9198,106-187-2%$2.2M$2.2M-$49.8K2026-10-22
Kingswood Wealth Advisors, LLC
INCREASED7,9107,191+719+10%$2.0M$2.2M+$196.5K2026-10-23
Natural Investments, LLC
INCREASED7,9087,832+76+1%$2.1M$2.2M+$22.0K2026-11-06
Gateway Investment Advisers LLC
INCREASED7,9066,116+1,790+29%$1.7M$2.2M+$488.1K2026-10-13
Csenge Advisory Group
INCREASED7,8517,624+227+3%$2.1M$2.1M+$62.7K2026-11-04
Sowell Financial Services LLC
INCREASED7,8477,171+676+9%$2.0M$2.1M+$184.9K2026-10-23
Parallel Advisors, LLC
INCREASED7,8296,839+990+14%$1.9M$2.1M+$270.3K2026-11-03
Wendell David Associates Inc
DECREASED7,8158,220-405-5%$2.2M$2.1K-$2.2M2026-10-27
Orser Capital Management, LLC
INCREASED7,8077,015+792+11%$1.9M$2.1M+$216.4K2026-10-13
Great Lakes Advisors, LLC
INCREASED7,7796,932+847+12%$1.9M$2.1M+$231.4K2026-11-06
Good Steward Wealth Advisors,LLC
DECREASED7,7477,795-48-1%$2.1M$2.1M-$12.0K2026-11-06
Legacy Financial Advisors, Inc.
DECREASED7,6977,723-260%$2.1M$2.1M-$5.9K2026-11-09
Piscataqua Savings Bank
DECREASED7,6787,909-231-3%$2.2M$2.1M-$61.9K2026-10-21
Adelphi Trust Co
DECREASED7,5717,765-194-2%$2.1M$2.1M-$51.8K2026-10-05
AlTi Global, Inc.
DECREASED7,56011,962-4,402-37%$3.3M$2.1M-$1.2M2026-11-09
Birch Hill Investment Advisors LLC
DECREASED7,5587,778-220-3%$2.1M$2.1M-$58.9K2026-10-16
Bennett Selby Investments LP
INCREASED7,5397,538+1+0%$2.1M$2.1M+$1.3K2026-10-19
Coastline Trust Co
DECREASED7,4557,636-181-2%$2.1M$2.0M-$48.3K2026-10-01
Nwam LLC
INCREASED7,4247,364+60+1%$2.0M$2.0M+$17.4K2026-11-09
Nvwm, LLC
INCREASED7,4067,371+35+0%$2.0M$2.0M+$10.5K2026-10-14
Boomfish Wealth Group, LLC
DECREASED7,3967,463-67-1%$2.0M$2.0M-$17.3K2026-10-22
Moody National Bank Trust Division
INCREASED7,3947,111+283+4%$1.9M$2.0M+$77.9K2026-10-06
Oliver Luxxe Assets LLC
DECREASED7,3927,427-350%$2.0M$2.0M-$8.6K2026-10-14
Aprio Wealth Management, LLC
INCREASED7,2916,082+1,209+20%$1.7M$2.0M+$329.7K2026-10-28
Pinnacle West Asset Management, Inc.
DECREASED7,2907,355-65-1%$2.0M$2.0K-$2.0M2026-11-09
Essex Bank
DECREASED7,2717,295-240%$2.0M$2.0M-$5.6K2026-10-16
Allen Capital Group, LLC
DECREASED7,2647,518-254-3%$2.0M$2.0M-$68.3K2026-10-27
AMG National Trust Bank
INCREASED7,1867,084+102+1%$1.9M$2.0M+$28.6K2026-11-05
Wedmont Private Capital
INCREASED7,1845,718+1,466+26%$1.6M$2.0M+$357.6K2026-10-09
Bath Savings Trust Co
DECREASED7,1247,649-525-7%$2.1M$1.9M-$141.9K2026-10-07
Lynch & Associates
INCREASED7,1037,009+94+1%$1.9M$1.9M+$26.5K2026-10-13
Independence Bank of Kentucky
DECREASED7,0507,052-20%$1.9M$1.9M+$3732026-10-26
Parr Mcknight Wealth Management Group, LLC
DECREASED7,0477,303-256-4%$2.0M$1.9M-$68.7K2026-10-30
Independent Financial Group, LLC
INCREASED7,0246,373+651+10%$1.7M$1.9M+$178.0K2026-10-13
Kennebec Savings Bank
DECREASED7,0217,710-689-9%$2.1M$1.9M-$186.5K2026-10-22
Marion Wealth Management
INCREASED6,9746,873+101+1%$1.9M$1.9M+$28.4K2026-10-22
General Partner, Inc.
UNCHANGED6,9576,95700%$1.9M$1.9M+$9052026-10-05
Central Bank & Trust Co
UNCHANGED6,9476,94700%$1.9M$1.9M+$9032026-10-09
Palisade Asset Management, LLC
DECREASED6,9216,963-42-1%$1.9M$1.9M-$10.5K2026-11-03
Brandywine OAK Private Wealth LLC
INCREASED6,9196,917+2+0%$1.9M$1.9M+$1.4K2026-10-23
Culbertson A N & Co Inc
DECREASED6,9146,944-300%$1.9M$1.9M-$7.3K2026-10-21
Security National Bank
INCREASED6,8636,739+124+2%$1.8M$1.9M+$34.6K2026-10-26
Koshinski Asset Management, Inc.
INCREASED6,8216,689+132+2%$1.8M$1.9M+$36.9K2026-10-29
Patriot Financial Group Insurance Agency, LLC
INCREASED6,8143,909+2,905+74%$1.1M$1.9M+$791.2K2026-10-14
Rydar Equities, Inc.
INCREASED6,8036,768+35+1%$2.0M$1.9M-$165.7K2026-10-13
Dorato Capital Management
INCREASED6,7986,346+452+7%$1.8M$1.9M+$46.2K2026-10-08
Harbour Investments, Inc.
DECREASED6,79711,305-4,508-40%$3.1M$1.8M-$1.2M2026-11-09
Sky Investment Group LLC
DECREASED6,7966,811-150%$1.9M$1.8M-$3.2K2026-10-30
CoreCap Advisors, LLC
INCREASED6,7676,294+473+8%$1.7M$1.8M+$129.5K2026-10-08
Montecito Bank & Trust
DECREASED6,7546,871-117-2%$1.9M$1.8M-$30.9K2026-10-01
Aspiriant, LLC
INCREASED6,7526,611+141+2%$1.8M$1.8M+$39.2K2026-10-16
Philadelphia Trust Co
DECREASED6,7486,974-226-3%$1.9M$1.8K-$1.9M2026-11-05
Portside Wealth Group, LLC
INCREASED6,7136,647+66+1%$1.8M$1.8M+$18.8K2026-10-20
Formidable Asset Management, LLC
DECREASED6,6936,902-209-3%$1.7M$1.8M+$145.8K2026-11-03
Patten & Patten Inc
INCREASED6,6876,680+7+0%$1.8M$1.8M+$2.8K2026-10-26
Lederer & Associates Investment Counsel
DECREASED6,6766,763-87-1%$1.8K$1.8K-$232026-10-23
Massachusetts Wealth Management
INCREASED6,6606,643+17+0%$1.8M$1.8M+$5.5K2026-10-21
Garrett Wealth Advisory Group, LLC
DECREASED6,6276,633-60%$1.8M$1.8M-$6902026-10-22
Tower View Wealth Management LLC
INCREASED6,6034,197+2,406+57%$1.1M$1.8M+$655.1K2026-10-23
Newman Dignan & Sheerar, Inc.
DECREASED6,5687,968-1,400-18%$2.2M$1.8M-$379.9K2026-10-21
Able Financial Group, LLC
INCREASED6,5216,187+334+5%$1.7M$1.8M+$91.7K2026-10-14
Peddock Capital Advisors, LLC
DECREASED6,5206,626-106-2%$1.8M$1.8M-$28.0K2026-10-16
King Wealth Management Group
DECREASED6,5086,512-40%$1.8M$1.8K-$1.8M2026-11-09
Archford Capital Strategies, LLC
INCREASED6,4856,213+272+4%$1.7M$1.8M+$74.8K2026-10-19
Summit Wealth Group LLC / Co
INCREASED6,4832,061+4,422+215%$560.5K$1.8M+$1.2M2026-10-29
Center for Financial Planning, Inc.
INCREASED6,4834,764+1,719+36%$1.3M$1.8M+$468.4K2026-10-26
Caldwell Sutter Capital, Inc.
DECREASED6,4566,602-146-2%$1.8M$1.8M-$38.9K2026-11-09
Cornerstone Wealth Management, LLC
DECREASED6,4486,468-200%$1.8M$1.8M-$4.6K2026-11-04
Summit Asset Management, LLC
DECREASED6,4176,452-35-1%$1.8M$1.7M-$8.6K2026-11-05
Magnus Financial Group LLC
INCREASED6,3586,311+47+1%$1.7M$1.7M+$13.8K2026-10-21
Granite Investment Partners, LLC
UNCHANGED6,3546,35400%$1.7M$1.7M+$8262026-11-04
Tectonic Advisors LLC
INCREASED6,3455,972+373+6%$1.6M$1.7M+$102.2K2026-10-22
Encompass More Asset Management
NEW6,316—+6,316——$1.7M—2026-10-16
Bryn Mawr Trust Advisors, LLC
INCREASED6,2546,251+3+0%$1.7M$1.7M+$1.5K2026-11-04
Principle Wealth Partners LLC
INCREASED6,1986,121+77+1%$1.7M$1.7M+$21.8K2026-11-02
Cidel Asset Management Inc
DECREASED6,1926,592-400-6%$1.8M$1.7M-$108.0K2026-10-29
Integrated Advisors Network LLC
DECREASED6,1876,213-260%$1.7M$1.7M-$6.2K2026-10-20
Blue Trust, Inc.
DECREASED6,1756,714-539-8%$1.8M$1.7M-$145.7K2026-10-15
Altura Wealth Advisors Inc.
INCREASED6,1745,621+553+10%$1.5M$1.7M+$151.2K2026-10-22
MTM Investment Management, LLC
DECREASED6,1716,279-108-2%$1.7M$1.7M-$28.6K2026-10-30
Sunpointe, LLC
INCREASED6,1704,846+1,324+27%$1.3M$1.7M+$360.9K2026-10-22
ICW Investment Advisors LLC
DECREASED6,1546,302-148-2%$1.7M$1.7M-$39.3K2026-10-27
Gerald Baker Financial Group LLC
UNCHANGED6,1436,14300%$1.7M$1.7M+$7982026-10-09
Bull Street Advisors, LLC
UNCHANGED6,1056,10500%$1.7M$1.7K-$1.7M2026-10-20
Premier Path Wealth Partners, LLC
INCREASED6,0945,868+226+4%$1.6M$1.7M+$62.4K2026-10-16
Gilliland Jeter Wealth Management LLC
DECREASED6,0806,105-250%$1.7M$1.7M-$6.0K2026-10-28
TMB Capital Partners, LLC
INCREASED6,0685,999+69+1%$1.6M$1.7M+$19.7K2026-10-20
First County Bank
DECREASED6,0676,185-118-2%$1.7M$1.7M-$31.3K2026-10-13
Sloy Dahl & Holst, LLC
UNCHANGED6,0506,05000%$1.6M$1.6M+$7872026-10-14
Brian LOW Financial Group, LLC
INCREASED6,0375,803+234+4%$1.6M$1.6M+$64.5K2026-10-28
First Command Advisory Services, Inc.
INCREASED6,0215,216+805+15%$1.4M$1.6M+$223.7K2026-11-05
Heritage Wealth Management, Inc.
DECREASED5,9926,226-234-4%$1.7M$1.6M-$63.0K2026-10-28
Atlas Brown,Inc.
INCREASED5,9415,938+3+0%$1.6M$1.6M+$1.6K2026-10-09
Nilsine Partners, LLC
INCREASED5,8865,785+101+2%$1.6M$1.6M+$28.2K2026-11-02
Heartwood Wealth Advisors LLC
DECREASED5,8796,058-179-3%$1.6M$1.6M-$47.9K2026-10-05
Navalign, LLC
DECREASED5,8746,012-138-2%$1.6M$1.6M-$36.9K2026-11-09
Nichols & Pratt Advisers LLP
DECREASED5,8386,088-250-4%$1.7M$1.6M-$65.5K2026-10-13
Nicholas Hoffman & Company, Llc.
DECREASED5,8375,951-114-2%$1.6M$1.6M-$30.4K2026-10-30
Stiles Financial Services Inc
DECREASED5,8155,826-110%$1.6M$1.6M-$2.2K2026-10-30
Chesapeake Wealth Management
DECREASED5,8126,009-197-3%$1.6M$1.6M-$52.8K2026-11-09
Delta Financial Advisors LLC
INCREASED5,8035,613+190+3%$1.5M$1.6M+$52.4K2026-10-27
Titiun Yejiel
UNCHANGED5,8005,80000%$1.6M$1.6M+$7542026-11-06
Councilmark Asset Management, LLC
UNCHANGED5,7885,78800%$1.6M$1.6M+$7522026-10-20
Cornell Pochily Investment Advisors, Inc.
UNCHANGED5,7605,76000%$1.6M$1.6M+$7492026-10-19
Bluedoor Private Wealth, LLC
DECREASED5,7535,847-94-2%$1.6M$1.6M-$24.8K2026-11-05
Finivi Inc.
INCREASED5,7315,491+240+4%$1.5M$1.6M+$66.2K2026-10-13
EverSource Wealth Advisors, LLC
INCREASED5,6715,334+337+6%$1.5M$1.5M+$92.4K2026-11-04
Malaga Cove Capital, LLC
INCREASED5,6545,400+254+5%$1.5M$1.5M+$69.8K2026-10-23
Middleton & Co Inc
UNCHANGED5,6435,64300%$1.5M$1.5M+$7342026-10-23
Boit C F David
UNCHANGED5,6255,62500%$1.5M$1.5M+$7312026-10-29
Sentinel Trust Co LBA
UNCHANGED5,6245,62400%$1.5K$1.5K$02026-11-03
Physicians Financial Services, Inc.
UNCHANGED5,6195,61900%$1.5M$1.5K-$1.5M2026-11-04
Patrick M Sweeney & Associates, Inc
INCREASED5,6035,598+5+0%$1.5M$1.5M+$2.2K2026-10-22
Chicago Capital, LLC
INCREASED5,5635,416+147+3%$1.5M$1.5M+$40.8K2026-10-13
Parkside Financial Bank & Trust
DECREASED5,5635,670-107-2%$1.5M$1.5M-$28.6K2026-10-27
Sigma Planning Corp
INCREASED5,5604,329+1,231+28%$1.2M$1.5M+$327.6K2026-10-23
Roberts Wealth Advisors, LLC
DECREASED5,5505,608-58-1%$1.5M$1.5M-$15.1K2026-10-14
Cigna Investments Inc
DECREASED5,5415,583-42-1%$1.5M$1.5K-$1.5M2026-10-19
Legacy Wealth Management, LLC / MS
DECREASED5,5325,632-100-2%$1.5M$1.5M-$26.5K2026-10-30
Brady Family Wealth, LLC
UNCHANGED5,5325,53200%$1.5M$1.5M+$7192026-11-02
Drive Wealth Management, LLC
DECREASED5,5255,588-63-1%$1.5M$1.5M-$16.2K2026-11-09
CLG LLC
INCREASED5,4955,469+26+0%$1.5M$1.5M+$7.6K2026-10-13
PDS Planning, Inc
INCREASED5,4945,469+25+0%$1.5M$1.5M+$7.5K2026-11-03
Pine Haven Investment Counsel, Inc
INCREASED5,4905,467+23+0%$1.5M$1.5M+$7.0K2026-11-02
Alpha Omega Wealth Management LLC
UNCHANGED5,4385,43800%$1.5M$1.5M+$7072026-10-23
Trust Point Inc.
DECREASED5,3905,503-113-2%$1.5M$1.5M-$30.0K2026-10-27
Hiley Hunt Wealth Management
DECREASED5,3785,397-190%$1.5M$1.5M-$4.4K2026-10-08
Armstrong, Fleming & Moore, Inc
DECREASED5,3185,349-31-1%$1.5M$1.4M-$7.7K2026-10-28
Knuff & Co LLC
UNCHANGED5,3105,31000%$1.4M$1.4M+$6902026-11-06
Alkeme Wealth, LLC
DECREASED5,2815,321-40-1%$1.4M$1.4M-$10.2K2026-10-08
B. Riley Wealth Advisors, Inc.
INCREASED5,2774,486+791+18%$1.2M$1.4M+$212.8K2026-10-13
Meridian Financial Partners LLC
INCREASED5,2685,248+20+0%$1.5M$1.5M+$7.7K2026-10-23
American State Bank (Iowa)
INCREASED5,2334,928+305+6%$1.3M$1.4M+$83.6K2026-11-03
71 West Capital Partners
INCREASED5,2245,085+139+3%$1.4M$1.4M+$38.5K2026-11-04
Community Bank, N.A.
INCREASED5,2165,076+140+3%$1.4M$1.4M+$38.7K2026-11-06
Childress Capital Advisors, LLC
INCREASED5,1885,157+31+1%$1.4M$1.4M+$9.2K2026-10-28
Courage Miller Partners, LLC
UNCHANGED5,1885,18800%$1.4M$1.4M+$7702026-10-21
Cox Capital Mgt LLC
DECREASED5,1725,214-42-1%$1.4M$1.4M-$10.7K2026-10-07
Bank of Stockton
DECREASED5,1705,814-644-11%$1.6M$1.4M-$174.5K2026-10-20
CenterBook Partners LP
DECREASED5,1689,856-4,688-48%$2.7M$1.4M-$1.3M2026-11-02
Avantax Planning Partners, Inc.
INCREASED5,1655,109+56+1%$1.4M$1.4M+$15.8K2026-11-03
Elmwood Wealth Management, Inc.
DECREASED5,1235,162-39-1%$1.4M$1.4M-$9.9K2026-10-14
Hamilton Point Investment Advisors, LLC
DECREASED5,1095,253-144-3%$1.4M$1.4M-$38.5K2026-11-03
HighPoint Advisor Group LLC
INCREASED5,1074,961+146+3%$1.3M$1.4M+$40.5K2026-11-09
Larson Financial Group LLC
INCREASED5,0864,684+402+9%$1.3M$1.4M+$109.9K2026-11-05
Institute for Wealth Management, Llc.
INCREASED5,0855,083+2+0%$1.4M$1.4M+$1.1K2026-11-06
Gryphon Financial Partners LLC
INCREASED5,0845,018+66+1%$1.4M$1.4M+$18.6K2026-11-04
Zions Bancorporation, National Association
DECREASED5,0785,147-69-1%$1.4M$1.4M-$18.1K2026-11-06
Procyon Advisors, LLC
INCREASED5,0714,958+113+2%$1.3M$1.4M+$31.5K2026-10-21
Pinnacle Bancorp, Inc.
DECREASED5,0625,085-230%$1.4M$1.4M-$5.6K2026-10-21
Citizens & Northern Corp
DECREASED5,0445,049-50%$1.4M$1.4M-$7042026-11-06
Realta Investment Advisors
INCREASED5,0434,943+100+2%$1.3M$1.4M+$27.9K2026-10-14
PFC Capital Group, Inc.
UNCHANGED5,0375,03700%$1.4M$1.4M+$7192026-11-06
Mechanics Bank Trust Department
DECREASED5,0265,143-117-2%$1.4M$1.4M-$31.2K2026-10-13
Krilogy Financial LLC
INCREASED5,0154,926+89+2%$1.3M$1.4M+$72.2K2026-10-13
Ballast, Inc.
UNCHANGED5,0095,00900%$1.4M$1.4M+$6512026-10-20
Fiduciary Family Office, LLC
INCREASED5,007998+4,009+402%$271.7K$1.4M+$1.1M2026-11-04
Analyst IMS Investment Management Services Ltd.
INCREASED4,9734,036+937+23%$1.1M$1.4K-$1.1M2026-11-05
Burns J W & Co Inc
DECREASED4,9614,986-250%$1.4M$1.4M-$6.2K2026-10-20
Aries Wealth Management
DECREASED4,9485,030-82-2%$1.4M$1.3M-$21.7K2026-10-23
Profund Advisors LLC
DECREASED4,9405,752-812-14%$1.6M$1.3M-$220.2K2026-10-29
Carlton Hofferkamp & Jenks Wealth Management, LLC
DECREASED4,8994,999-100-2%$1.5M$1.4M-$53.5K2026-10-21
Wealthcare Advisory Partners LLC
INCREASED4,8824,341+541+12%$1.2M$1.3M+$147.9K2026-10-21
Silver Lake Advisory, LLC
INCREASED4,8804,858+22+0%$1.3M$1.3M+$6.5K2026-10-22
Todd Asset Management LLC
DECREASED4,8774,905-28-1%$1.3M$1.3M-$7.0K2026-10-27
Braeburn Wealth Management LLC
INCREASED4,8694,542+327+7%$1.2M$1.3M+$89.6K2026-10-15
Mattern Wealth Management LLC
UNCHANGED4,8364,83600%$1.3M$1.3M+$6292026-11-04
Archer Investment Corp
INCREASED4,8134,812+1+0%$1.3M$1.3M+$8202026-11-05
Rudd Co d/b/a Styre Wealth
NEW4,809—+4,809——$1.4M—2026-10-29
Allen Investment Management, LLC
UNCHANGED4,8044,80400%$1.3M$1.3M+$6252026-11-03
Oxler Private Wealth LLC
INCREASED4,7934,770+23+0%$1.3M$1.3M+$6.8K2026-10-21
Orrstown Financial Services Inc
DECREASED4,7904,822-32-1%$1.3M$1.3M-$8.1K2026-10-14
111 Capital
DECREASED4,7845,476-692-13%$1.5M$1.3M-$187.6K2026-11-03
First National Bank Sioux Falls
DECREASED4,7614,844-83-2%$1.2M$1.3M+$79.4K2026-10-13
Indivisible Partners
INCREASED4,7233,462+1,261+36%$941.6K$1.3M+$343.6K2026-10-26
CFM Wealth Partners LLC
UNCHANGED4,7124,71200%$1.3M$1.3M+$6132026-11-05
Washington Trust Advisors, Inc.
UNCHANGED4,7074,70700%$1.3M$1.3M+$6122026-10-22
ZWJ Investment Counsel Inc
INCREASED4,7014,198+503+12%$1.1M$1.3M+$137.4K2026-10-15
Focus Financial Network, Inc.
DECREASED4,6965,037-341-7%$1.4M$1.3M-$92.3K2026-10-14
Visionary Wealth Advisors
DECREASED4,6964,737-41-1%$1.3M$1.3M-$10.5K2026-11-04
Kanawha Capital Management LLC
INCREASED4,6444,639+5+0%$1.3M$1.3M+$2.0K2026-10-19
Slocum, Gordon & Co LLP
UNCHANGED4,6374,63700%$1.3M$1.3M+$6032026-10-19
Grove Bank & Trust
DECREASED4,6255,059-434-9%$1.4M$1.3M-$117.4K2026-10-08
Stackstone Wealth, LLC
NEW4,607—+4,607——$1.3M—2026-10-19
Altfest L J & Co Inc
INCREASED4,5891,058+3,531+334%$287.8K$1.2M+$961.0K2026-10-27
180 Wealth Advisors, LLC
DECREASED4,5744,796-222-5%$1.3M$1.2M-$59.9K2026-11-03
Everhart Financial Group, Inc.
INCREASED4,5644,257+307+7%$1.2M$1.2M+$84.1K2026-10-08
Excalibur Management Corp
INCREASED4,5554,530+25+1%$1.2M$1.2M+$7.4K2026-11-02
Moran Wealth Management, LLC
INCREASED4,5144,439+75+2%$1.2M$1.2M+$21.0K2026-10-22
Searle & Co.
UNCHANGED4,5074,50700%$1.2M$1.2M+$5862026-11-04
Sage Investment Advisers LLC
INCREASED4,5064,390+116+3%$1.2M$1.2M+$32.0K2026-10-21
Mitsubishi UFJ Asset Management (UK) Ltd.
INCREASED4,5002,500+2,000+80%$680.0K$1.2K-$678.8K2026-10-22
Tctc Holdings, LLC
INCREASED4,4993,698+801+22%$1.0M$1.2M+$218.5K2026-11-02
Builder Investment Group Inc
UNCHANGED4,4864,48600%$1.2M$1.2M+$5832026-10-22
Annis Gardner Whiting Capital Advisors, LLC
DECREASED4,4684,494-26-1%$1.2M$1.2M-$6.5K2026-11-09
Basso Capital Management, L.P.
INCREASED4,4374,434+3+0%$1.2M$1.2M+$1.4K2026-10-30
Trail Ridge Investment Advisors, LLC
UNCHANGED4,4254,42500%$1.2M$1.2M+$5752026-10-16
Legacy Capital Wealth Partners, LLC
DECREASED4,4184,577-159-3%$1.2M$1.2M-$42.7K2026-10-21
KG Capital Management
DECREASED4,4114,476-65-1%$1.2M$1.2M-$17.2K2026-10-15
Mather Group, Llc.
INCREASED4,4104,274+136+3%$1.2M$1.2M+$37.6K2026-10-14
ARS Wealth Advisors Group, LLC
INCREASED4,4084,404+4+0%$1.2M$1.2M+$1.5K2026-10-16
TCV Trust & Wealth Management, Inc.
DECREASED4,3936,226-1,833-29%$1.7M$1.2M-$498.0K2026-10-16
Cornerstone Advisory, LLC
INCREASED4,3734,292+81+2%$1.2M$1.2M+$22.6K2026-11-06
Romano Brothers and Company
UNCHANGED4,3364,33600%$1.2M$1.2M+$5642026-10-22
Churchill Financial Advisors, LLC
UNCHANGED4,3104,31000%$1.2M$1.2M+$5602026-10-20
Core Wealth Partners LLC
INCREASED4,3094,289+20+0%$1.2M$1.2M+$6.0K2026-11-02
Vista Investment Partners LLC
INCREASED4,3014,295+6+0%$1.2M$1.2M+$2.2K2026-10-08
Jmac Enterprises LLC
DECREASED4,3004,700-400-9%$1.3M$1.2M-$108.2K2026-10-30
Baker Tilly Wealth Management, LLC
DECREASED4,2974,331-34-1%$1.2M$1.2M-$8.6K2026-10-05
Weaver Capital Management LLC
INCREASED4,2943,926+368+9%$952.5K$1.2M+$216.0K2026-10-15
Northwest Wealth Management, LLC
DECREASED4,2654,463-198-4%$1.2M$1.2M-$53.2K2026-10-30
McMill Wealth Management
UNCHANGED4,2314,23100%$1.2M$1.2M+$5502026-11-05
Central Valley Advisors, LLC
DECREASED4,2294,280-51-1%$1.2M$1.2M-$13.2K2026-10-27
Whitener Capital Management, Inc.
INCREASED4,2193,814+405+11%$1.0M$1.1M+$110.7K2026-10-15
Berman McAleer LLC
DECREASED4,2164,416-200-5%$1.2M$1.1M-$53.9K2026-10-16
Texas Bank & Trust Co
DECREASED4,2164,221-50%$1.1M$1.1M-$8112026-11-04
Money Concepts Capital Corp
DECREASED4,2104,224-140%$1.1M$1.1M-$3.4K2026-11-06
Howard Capital Management, LLC
DECREASED4,2054,226-210%$1.1M$1.1M-$5.2K2026-10-16
Alta Advisers Ltd
INCREASED4,2042,238+1,966+88%$608.7K$1.1M+$535.3K2026-11-02
Fulton Breakefield Broenniman LLC
DECREASED4,1924,277-85-2%$1.2M$1.1M-$22.6K2026-11-03
Western Wealth Management, LLC
DECREASED4,19110,645-6,454-61%$2.9M$1.1M-$1.8M2026-11-09
Smithbridge Asset Management Inc
INCREASED4,1883,838+350+9%$1.0M$1.1M+$95.7K2026-10-19
VUB Generali dochodkova spravcovska spolocnost, a.s.
DECREASED4,1804,636-456-10%$1.3M$1.1M-$123.5K2026-10-26
Relyea Zuckerberg Hanson LLC
DECREASED4,1804,557-377-8%$1.2M$1.1M-$102.0K2026-10-20
Pecaut & Co.
UNCHANGED4,1394,13900%$1.1M$1.1M+$5382026-10-27
Ridgecrest Wealth Partners, LLC
DECREASED4,1324,157-25-1%$1.1M$1.1M-$6.3K2026-10-19
Grandfield & Dodd, LLC
UNCHANGED4,1034,10300%$1.1M$1.1M+$5332026-10-29
Seamount Financial Group Inc
UNCHANGED4,1034,10300%$1.1M$1.1M+$5332026-10-21
South Shore Capital Advisors
DECREASED4,0834,113-30-1%$1.1M$1.1M-$7.6K2026-10-20
Washington Trust Bank
DECREASED4,0594,068-90%$1.1M$1.1M-$1.9K2026-11-03
Meramec Financial Planners, LLC
INCREASED4,0541,422+2,632+185%$425.6K$1.2M+$750.7K2026-11-09
New England Professional Planning Group Inc.
UNCHANGED4,0474,04700%$1.1M$1.1M+$5262026-10-29
Annex Advisory Services, LLC
INCREASED4,0423,827+215+6%$1.0M$1.1M+$59.1K2026-10-16
Versant Capital Management, Inc
INCREASED4,0393,812+227+6%$1.0M$1.1M+$62.3K2026-10-02
Financial Partners Group, Inc
INCREASED4,0114,010+1+0%$1.1M$1.1M+$6402026-10-19
TCI Wealth Advisors, Inc.
DECREASED4,0054,032-27-1%$1.1M$1.1M-$6.9K2026-10-30
Aafmaa Wealth Management & Trust LLC
DECREASED3,9884,165-177-4%$1.1M$1.1M-$47.6K2026-10-14
Salem Investment Counselors Inc
INCREASED3,9873,632+355+10%$987.9K$1.1M+$97.1K2026-10-13
Tranquility Partners, LLC
INCREASED3,9873,928+59+2%$1.1M$1.1M+$16.6K2026-10-20
Carlson Financial, Inc.
DECREASED3,9753,993-180%$1.1M$1.1M-$4.9K2026-11-05
Isthmus Partners, LLC
DECREASED3,9553,970-150%$1.1M$1.1M-$3.6K2026-10-21
Invera Wealth Advisors, LLC
INCREASED3,9423,937+5+0%$1.1M$1.1M+$1.9K2026-10-28
Thoroughbred Financial Services, LLC
INCREASED3,9363,934+2+0%$1.1M$1.1K-$1.1M2026-11-09
Columbia Bank
INCREASED3,9083,796+112+3%$1.0M$1.1M+$31.0K2026-10-29
Paradigm Asset Management Co LLC
DECREASED3,9004,300-400-9%$1.2M$1.1M-$108.3K2026-11-05
HBW Advisory Services LLC
INCREASED3,8803,040+840+28%$827.0K$1.1M+$228.9K2026-10-15
Lester Murray Antman dba SimplyRich
DECREASED3,8447,811-3,967-51%$1.1M$1.0M-$15.6K2026-11-06
Tandem Capital Management Corp
DECREASED3,8275,027-1,200-24%$1.4M$1.0M-$325.9K2026-10-22
M Holdings Securities, Inc.
NEW3,821—+3,821——$1.2K—2026-11-03
Catalyst Financial Partners LLC
INCREASED3,7993,751+48+1%$1.0M$1.0M+$13.6K2026-11-06
SteelPeak Wealth, LLC
DECREASED3,79010,351-6,561-63%$2.8M$1.0M-$1.8M2026-10-16
RMR Wealth Builders
INCREASED3,7893,773+16+0%$1.0M$1.0M+$4.8K2026-10-22
Integrity Advisory Solutions, LLC
INCREASED3,7863,638+148+4%$989.6K$1.0M+$40.8K2026-10-29
Triad Wealth Partners, LLC
DECREASED3,7703,797-27-1%$1.1M$1.0M-$79.9K2026-10-26
Supplemental Annuity Collective Trust of NJ
DECREASED3,7593,808-49-1%$1.0M$1.0M-$12.8K2026-11-02
One Way Holdings LLC
INCREASED3,7452,696+1,049+39%$733.3K$1.0M+$285.8K2026-10-29
Elser Financial Planning, Inc
INCREASED3,7383,721+17+0%$1.0M$1.0M+$5.1K2026-10-16
Cravens & Co Advisors, LLC
INCREASED3,7363,537+199+6%$962.1K$1.0M+$54.6K2026-10-16
StoneX Group Inc.
INCREASED3,7352,527+1,208+48%$687.4K$1.0M+$358.0K2026-11-03
Valley National Advisers Inc
INCREASED3,7173,716+1+0%$1.0M$1.0M+$6212026-10-23
Eagle Global Advisors LLC
UNCHANGED3,7133,71300%$1.0M$1.0M+$4832026-11-02
USA Financial Formulas
NEW3,710—+3,710——$1.0M—2026-10-16
Pekin Hardy Strauss, Inc.
UNCHANGED3,7063,70600%$1.0M$1.0M+$4822026-11-02
Emprise Bank
DECREASED3,6993,794-95-2%$1.0M$1.0M-$25.4K2026-10-07
Summit Global Investments
INCREASED3,6982,121+1,577+74%$577.0K$1.0K-$576.0K2026-10-28
Nations Financial Group Inc,
INCREASED3,6853,665+20+1%$997.0K$1.0M+$6.1K2026-11-05
Shepherd Street Advisors LLC
INCREASED3,6833,272+411+13%$943.5K$1.0M+$81.6K2026-10-21
Herold Advisors, Inc.
UNCHANGED3,6803,68000%$1.0M$1.0M+$1.4K2026-10-19
OFS Enterprise LLC
INCREASED3,6773,675+2+0%$999.6K$1.0M+$1.0K2026-10-16
Acima Private Wealth, LLC
UNCHANGED3,6713,67100%$998.5K$999.0K+$4772026-10-05
Greenfield Savings Bank
DECREASED3,6553,710-55-1%$1.0M$994.6K-$14.5K2026-10-07
TritonPoint Partners, LLC
DECREASED3,64910,013-6,364-64%$2.7M$993.0K-$1.7M2026-11-05
Persium Advisors, LLC
INCREASED3,6483,500+148+4%$952.0K$992.7K+$40.7K2026-10-07
Beaumont Financial Advisors, LLC
INCREASED3,6463,635+11+0%$988.7K$992.2K+$3.5K2026-10-22
Dudley Capital Management, LLC
UNCHANGED3,6453,64500%$991.4K$991.9K+$4742026-10-23
Firestone Capital Management
DECREASED3,6403,657-170%$994.7K$990.6K-$4.2K2026-11-03
Cane Capital Partners, LLC
DECREASED3,6074,905-1,298-26%$1.3M$981.6K-$352.6K2026-10-23
Addison Capital Co
DECREASED3,6053,626-21-1%$986.2K$981.1K-$5.1K2026-11-09
Tributary Capital Management, LLC
UNCHANGED3,5913,59100%$976.8K$977.2K+$4672026-10-28
Traveka Wealth, LLC
INCREASED3,5863,372+214+6%$917.2K$975.9K+$58.7K2026-10-19
Net Worth Advisory Group
INCREASED3,5843,458+126+4%$940.5K$976.3K+$35.8K2026-10-20
Legacy Wealth Asset Management, LLC
INCREASED3,5823,010+572+19%$818.7K$974.8K+$156.1K2026-10-09
First Heartland Consultants, Inc.
INCREASED3,5643,425+139+4%$931.5K$969.9K+$38.4K2026-10-08
Forum Financial Management, LP
DECREASED3,5595,447-1,888-35%$1.5M$968.5K-$513.2K2026-10-16
Capstone Capital Management Ltd
INCREASED3,5562,987+569+19%$812.5K$967.7K+$155.2K2026-10-21
Golden Reserve Retirement LLC
INCREASED3,5502,706+844+31%$736.1K$966.0K+$229.9K2026-11-02
Courier Capital LLC
INCREASED3,5443,514+30+1%$955.7K$964.4K+$8.7K2026-10-19
CDM Financial Counseling Services, Inc.
INCREASED3,5283,473+55+2%$944.7K$960.2K+$15.5K2026-10-15
Argentarii, LLC
INCREASED3,5183,499+19+1%$1.0M$957.4K-$67.4K2026-10-28
XXI Wealth, LLC
INCREASED3,4973,394+103+3%$923.2K$951.6K+$28.5K2026-10-22
Legacy Trust
DECREASED3,4943,572-78-2%$971.6K$1.1M+$90.6K2026-11-06
Capital Investment Advisory Services, LLC
DECREASED3,4803,687-207-6%$1.0M$947.2K-$55.6K2026-10-30
Advisor OS, LLC
INCREASED3,4753,219+256+8%$875.7K$945.7K+$70.1K2026-11-03
Donaldson Capital Management, LLC
INCREASED3,4743,473+1+0%$944.7K$945.5K+$8232026-11-09
Uptick Partners, LLC
INCREASED3,4733,455+18+1%$939.7K$945.0K+$5.3K2026-11-04
Encompass Wealth Advisors, LLC
INCREASED3,4481,710+1,738+102%$465.2K$938.4K+$473.2K2026-10-15
Luts & Greenleigh Group, Inc.
UNCHANGED3,4183,41800%$929.7K$930.1K+$4442026-11-05
Texas Capital Bank Wealth Management Services Inc
DECREASED3,4153,519-104-3%$957.2K$929.3K-$27.8K2026-11-09
Souders Financial Advisors
INCREASED3,4113,385+26+1%$920.7K$928.2K+$7.5K2026-11-03
Schuylkill Financial LLC
DECREASED3,3824,435-1,053-24%$1.2M$920.4K-$285.8K2026-10-21
Hickory Point Bank & Trust
DECREASED3,3763,441-65-2%$936.0K$918.7K-$17.2K2026-10-01
Maple Capital Management, Inc.
UNCHANGED3,3713,37100%$916.9K$917.4K+$4382026-11-02
Adkins Seale Capital Management LLC
DECREASED3,3683,440-72-2%$935.9K$916.5K-$19.4K2026-10-27
Donoghue Forlines LLC
NEW3,351—+3,351——$911.9K—2026-11-02
Cornerstone Wealth Group, LLC
INCREASED3,3133,107+206+7%$845.0K$901.7K+$56.6K2026-11-02
Meadow Creek Wealth Advisors LLC
DECREASED3,3123,342-30-1%$909.0K$901.2K-$7.7K2026-11-02
Capital Advisors, Ltd. LLC
INCREASED3,3103,274+36+1%$891$901+$102026-10-27
Alpine Bank Wealth Management
UNCHANGED3,3063,30600%$899.2K$899.7K+$4302026-10-16
Abel Hall, LLC
DECREASED3,2523,263-110%$887.5K$885.0K-$2.6K2026-10-19
Bryant Woods Investment Advisors, LLC
INCREASED3,2433,240+3+0%$881.2K$882.5K+$1.3K2026-10-26
Hunter Associates Investment Management LLC
INCREASED3,2351,633+1,602+98%$444.0K$879-$443.1K2026-10-26
Raab & Moskowitz Asset Management LLC
DECREASED3,2093,269-60-2%$889.2K$873.3K-$15.9K2026-11-02
International Assets Investment Management, LLC
INCREASED3,2023,136+66+2%$870.5K$872.3K+$1.7K2026-11-02
Ticino Wealth
DECREASED3,2013,271-70-2%$889.7K$871.1K-$18.6K2026-10-13
Pioneer Trust Bank N A
UNCHANGED3,1803,18000%$865.0K$865.4K+$4132026-11-06
Avestar Capital, LLC
DECREASED3,1763,615-439-12%$983.2K$864.3K-$118.9K2026-10-28
Legacy Bridge, LLC
UNCHANGED3,1703,17000%$862.2K$862.7K+$4132026-10-28
Trust Co
INCREASED3,1603,120+40+1%$848.6K$859.9K+$11.3K2026-10-09
Thrive Wealth Management, LLC
DECREASED3,1563,249-93-3%$883.7K$858.9K-$24.8K2026-10-13
A. D. Beadell Investment Counsel, Inc.
DECREASED3,1533,328-175-5%$905$858-$472026-10-14
Cottonwood Capital Advisors, LLC
INCREASED3,1363,132+4+0%$852.0K$853.4K+$1.4K2026-10-20
Acropolis Investment Management, LLC
INCREASED3,1303,107+23+1%$845.1K$851.8K+$6.7K2026-10-08
Old Mission Investment Co LLC
UNCHANGED3,1233,12300%$849.5K$849.9K+$4062026-10-22
Guardian Partners Inc.
DECREASED3,1153,265-150-5%$888.1K$847.7K-$40.4K2026-10-21
WBH Advisory Inc
DECREASED3,1143,173-59-2%$863.2K$847.5K-$15.7K2026-11-05
Traynor Capital Management, Inc.
INCREASED3,1093,029+80+3%$823.9K$846.1K+$22.2K2026-10-29
St. Johns Investment Management Company, LLC
INCREASED3,1083,097+11+0%$842.4K$845.8K+$3.4K2026-10-30
Vaughan David Investments LLC
UNCHANGED3,1023,10200%$844.0K$844-$843.2K2026-11-05
Sterling Capital Management LLC
DECREASED3,0995,076-1,977-39%$1.4M$843.3K-$537.3K2026-10-22
Gilman Hill Asset Management, LLC
INCREASED3,0882,720+368+14%$739.8K$840.3K+$100.5K2026-10-13
Peoples Bank
DECREASED3,0623,072-100%$835.6K$833.3K-$2.3K2026-10-09
LVW Advisors, LLC
INCREASED3,0582,693+365+14%$732.6K$832.2K+$99.7K2026-10-19
High Net Worth Advisory Group LLC
INCREASED3,0561,809+1,247+69%$492.3K$831.7K+$339.4K2026-10-26
Peoples Financial Services Corp.
UNCHANGED3,0563,05600%$831.2K$831.6K+$3972026-10-20
Richards, Merrill & Peterson, Inc.
DECREASED3,0423,592-550-15%$977.0K$827.8K-$149.2K2026-10-19
TigerOak Management, L.L.C.
DECREASED3,0243,031-70%$824.4K$822.9K-$1.5K2026-10-23
Mitchell & Pahl Private Wealth, LLC
DECREASED3,0203,036-16-1%$825.8K$821.8K-$4.0K2026-10-14
Quadcap Wealth Management, LLC
INCREASED3,0162,732+284+10%$743.1K$820.7K+$77.6K2026-11-02
IFG Advisors, LLC
UNCHANGED3,0163,01600%$820.4K$820.8K+$3992026-10-15
Pettee Investors, Inc.
UNCHANGED3,0053,00500%$817.4K$817.8K+$3912026-11-09
Ranch Capital Advisors Inc.
DECREASED3,0023,080-78-3%$837.8K$816.8K-$21.0K2026-11-09
North Forty Two & Co.
DECREASED3,0013,026-25-1%$823.1K$816.7K-$6.4K2026-10-19
Alchemi Wealth, LLC
INCREASED2,9972,986+11+0%$812.5K$815.7K+$3.2K2026-11-04
MBL Wealth, LLC
INCREASED2,9772,342+635+27%$637.0K$810.1K+$173.1K2026-10-22
Aviso Wealth Management
DECREASED2,9603,019-59-2%$821.4K$805.4K-$15.9K2026-11-04
First Pacific Financial
DECREASED2,9602,975-150%$809.2K$805.4K-$3.8K2026-10-14
Summit Financial Wealth Advisors, LLC
DECREASED2,9403,075-135-4%$836.4K$800.1K-$36.3K2026-10-15
Gibbs Wealth Management
INCREASED2,9132,593+320+12%$705.5K$793.1K+$87.5K2026-10-22
Carl P. Sherr & Co., LLC
UNCHANGED2,9102,91000%$791.6K$792.0K+$3782026-11-06
Anchyra Partners LLC
INCREASED2,9092,527+382+15%$687.3K$791.6K+$104.3K2026-10-13
Aldebaran Financial Inc.
UNCHANGED2,8992,89900%$788.5K$788.9K+$3772026-11-06
Resonant Capital Advisors, LLC
INCREASED2,8942,780+114+4%$756.2K$787.5K+$31.4K2026-10-15
Enterprise Financial Services Corp
DECREASED2,8902,948-58-2%$801.9K$786.5K-$15.4K2026-11-03
Wetzel Investment Advisors, Inc.
INCREASED2,8842,880+4+0%$783.4K$784.8K+$1.5K2026-10-13
Harbour Capital Advisors, LLC
UNCHANGED2,8762,87600%$825.3K$782.6K-$42.7K2026-10-13
Thomas Story & SON LLC
DECREASED2,8752,925-50-2%$795.6K$782.4K-$13.2K2026-10-13
Journey Retirement Planning & Investment Management LLC
INCREASED2,8702,568+302+12%$698.5K$781.3K+$82.9K2026-10-09
1834 Investment Advisors Co
DECREASED2,8693,152-283-9%$857.4K$780.7K-$76.7K2026-10-16
Smart Wealth LLC
INCREASED2,8632,403+460+19%$653.6K$779.0K+$125.5K2026-11-04
Hennion & Walsh Asset Management, Inc.
INCREASED2,8592,262+597+26%$615.3K$778.0K+$162.8K2026-10-13
Evermay Wealth Management LLC
INCREASED2,8522,537+315+12%$690.1K$776.1K+$86.1K2026-11-05
Westbourne Investment Advisors, Inc.
UNCHANGED2,8512,85100%$775.5K$775.8K+$3712026-10-20
Jeppson Wealth Management, LLC
UNCHANGED2,8482,84800%$774.7K$775.0K+$3702026-10-20
City State Bank
DECREASED2,8292,847-18-1%$774.4K$769.9K-$4.5K2026-10-20
Tred Avon Family Wealth, LLC
DECREASED2,8233,014-191-6%$819.8K$768.2K-$51.6K2026-10-20
Bfsg, LLC
INCREASED2,8102,765+45+2%$752.1K$764.7K+$12.6K2026-10-30
Inscription Capital, LLC
DECREASED2,80623,872-21,066-88%$6.5M$763.7K-$5.7M2026-11-02
Creative Financial Designs Inc
INCREASED2,8062,753+53+2%$748.9K$763.7K+$14.8K2026-11-04
Bill Few Associates, Inc.
INCREASED2,7972,687+110+4%$730.7K$761.2K+$30.4K2026-10-09
Curated Wealth Partners LLC
INCREASED2,7891,468+1,321+90%$399.3K$759.0K+$359.7K2026-10-15
Foster Dykema Cabot & Partners, LLC
UNCHANGED2,7772,77700%$755.3K$755.7K+$3612026-10-30
Appleton Partners Inc
DECREASED2,7752,985-210-7%$812.0K$755-$811.2K2026-10-30
VAN Strum & Towne Inc.
UNCHANGED2,7732,77300%$754.2K$754.5K+$3612026-11-06
Pines Wealth Management, LLC
DECREASED2,7702,892-122-4%$786.6K$753.8K-$32.8K2026-10-21
Advisors Management Group Inc
INCREASED2,7652,752+13+0%$748.0K$752-$747.2K2026-11-05
Nabity-Jensen Investment Management Inc
INCREASED2,7542,719+35+1%$739.6K$749.4K+$9.9K2026-10-23
Aljian Capital Management, LLC
DECREASED2,7532,762-90%$751.3K$749.1K-$2.2K2026-10-28
Master's Wealth Management Inc.
INCREASED2,7322,667+65+2%$725.4K$743.5K+$18.2K2026-10-22
Facet Wealth, Inc.
INCREASED2,7132,519+194+8%$685.2K$738.3K+$53.1K2026-11-04
Auxano Advisors, LLC
DECREASED2,7052,918-213-7%$793.7K$736.1K-$57.6K2026-11-06
WoodTrust Financial Corp
DECREASED2,6982,705-70%$736.0K$734-$735.3K2026-10-09
Syntegra Private Wealth Group, LLC
INCREASED2,6922,689+3+0%$731.4K$732.6K+$1.2K2026-10-13
Union Savings Bank
INCREASED2,6771,972+705+36%$536.4K$728.5K+$192.1K2026-10-14
BancFirst Trust & Investment Management
DECREASED2,6702,695-25-1%$734.9K$732.0K-$2.9K2026-10-30
First Citizens Financial Corp
UNCHANGED2,6542,65400%$721.9K$722.2K+$3452026-10-02
Cove Private Wealth, LLC
INCREASED2,6472,636+11+0%$717.0K$720.3K+$3.3K2026-10-28
Burke & Herbert Bank & Trust Co
INCREASED2,6432,632+11+0%$715.9K$719.2K+$3.3K2026-11-02
Sweeney & Michel, LLC
INCREASED2,6392,631+8+0%$771.4K$718.0K-$53.3K2026-10-16
True North Advisors, LLC
INCREASED2,6362,604+32+1%$708.2K$717.2K+$9.0K2026-10-22
Financial Management Professionals, Inc.
INCREASED2,6342,613+21+1%$710.7K$716.9K+$6.2K2026-10-23
Keyes, Stange & Wooten Wealth Management, LLC
DECREASED2,6322,641-90%$718.4K$716.2K-$2.1K2026-11-03
Edge Wealth Management LLC
UNCHANGED2,6302,63000%$715.4K$719.8K+$4.4K2026-10-13
Traphagen Investment Advisors LLC
INCREASED2,6252,589+36+1%$704.1K$714.3K+$10.2K2026-10-14
Ackerman Capital Advisors, LLC
UNCHANGED2,6192,61900%$712.4K$712.7K+$3402026-10-30
HMV Wealth Advisors, LLC
UNCHANGED2,5852,58500%$703.1K$703.5K+$3362026-10-27
High Note Wealth, LLC
DECREASED2,5832,605-22-1%$708.6K$702.9K-$5.6K2026-10-27
Steph & Co
DECREASED2,5792,612-33-1%$710.5K$701.8K-$8.6K2026-10-07
MFA Wealth Services
DECREASED2,5722,619-47-2%$712.2K$699.9K-$12.4K2026-10-14
Sheets Smith Wealth Management
DECREASED2,5684,356-1,788-41%$1.2M$698.8K-$486.0K2026-10-16
Silvia Mccoll Wealth Management, LLC
UNCHANGED2,5582,55800%$695.8K$696.1K+$3332026-10-07
Keudell ison Wealth Management
DECREASED2,5542,612-58-2%$710.4K$695.0K-$15.4K2026-10-16
First Financial Bank - Trust Division
DECREASED2,5422,548-60%$693.1K$691.8K-$1.3K2026-10-01
Marks Group Wealth Management, Inc
DECREASED2,5262,595-69-3%$705.8K$687.4K-$18.4K2026-11-05
Mcrae Capital Management Inc
UNCHANGED2,5252,52500%$686.8K$687.1K+$3282026-10-15
Peoples Bank
INCREASED2,5152,460+55+2%$669.1K$684.4K+$15.3K2026-10-26
Sanders Morris Harris LLC
NEW2,513—+2,513——$684.7K—2026-10-14
Hengehold Capital Management LLC
DECREASED2,5132,517-40%$684.6K$683.9K-$7612026-10-16
First Bancorp, Inc
DECREASED2,5102,540-30-1%$690.9K$683.0K-$7.8K2026-10-26
BCS Wealth Management
DECREASED2,5082,593-85-3%$705.3K$682.5K-$22.8K2026-11-03
Southern Michigan Bank & Trust
DECREASED2,5033,223-720-22%$876.7K$681.1K-$195.5K2026-10-19
Refined Wealth Management
INCREASED2,4962,484+12+0%$675.6K$679.3K+$3.6K2026-10-13
Ipsen Advisor Group LLC
INCREASED2,4952,475+20+1%$673.1K$679.1K+$6.0K2026-10-29
Heritage Investment Group, Inc.
DECREASED2,4902,493-30%$678.0K$677.5K-$4922026-11-03
Tortoise Investment Management, LLC
INCREASED2,4822,468+14+1%$671.3K$675.4K+$4.1K2026-11-06
Drum Hill Capital, LLC
UNCHANGED2,4712,47100%$672.1K$672.4K+$3222026-10-20
Quent Capital, LLC
INCREASED2,4692,316+153+7%$630.0K$716.8K+$86.8K2026-11-09
Novus Advisors, LLC
UNCHANGED2,4642,46400%$670.2K$670.5K+$3202026-11-09
Highland Capital Management, LLC
INCREASED2,4572,305+152+7%$627.0K$668.6K+$41.7K2026-10-26
Blue Capital, Inc.
DECREASED2,4432,470-27-1%$671.8K$664.9K-$6.9K2026-10-13
SYM Financial Corp
DECREASED2,4412,547-106-4%$692.9K$664.4K-$28.5K2026-10-26
Strategic Family Wealth Counselors, L.L.C.
DECREASED2,4402,443-30%$664.5K$664.0K-$4982026-10-29
Avaii Wealth Management, LLC
UNCHANGED2,4312,43100%$661.1K$676.4K+$15.3K2026-10-09
Hilton Head Capital Partners, LLC
DECREASED2,4303,006-576-19%$817.6K$661.3K-$156.4K2026-10-23
West Paces Advisors Inc.
DECREASED2,4282,432-40%$661.5K$660.7K-$7722026-10-13
Douglas Lane & Associates, LLC
DECREASED2,4272,864-437-15%$779.0K$660.5K-$118.5K2026-10-09
Tufton Capital Management
UNCHANGED2,4212,42100%$658.0K$658-$657.3K2026-10-20
Certuity, LLC
INCREASED2,4172,057+360+18%$559.6K$657.9K+$98.2K2026-11-02
Evanson Financial, LLC
UNCHANGED2,4162,41600%$657.2K$657.5K+$3142026-10-23
Provenance Wealth Advisors, LLC
INCREASED2,411149+2,262+1518%$40.5K$656.1K+$615.6K2026-10-30
Saxon Interests, Inc.
DECREASED2,4092,677-268-10%$728.2K$655.7K-$72.5K2026-10-26
SBI Securities Co., Ltd.
INCREASED2,4062,362+44+2%$642.5K$654.7K+$12.3K2026-10-22
Baker Boyer National Bank
UNCHANGED2,4062,40600%$654.4K$654.7K+$3132026-11-05
Yoffe Investment Management, LLC
UNCHANGED2,4002,40000%$652.8K$653.1K+$3122026-11-02
1900 Wealth Management LLC
INCREASED2,3842,272+112+5%$618.0K$648.8K+$30.8K2026-10-13
Legacies Wealth LLC
UNCHANGED2,3822,38200%$647.9K$648.2K+$3102026-11-02
Opal Wealth Advisors, LLC
INCREASED2,3732,091+282+13%$568.8K$645.8K+$77.0K2026-10-16
Curbstone Financial Management Corp
UNCHANGED2,3702,37000%$644.6K$644.9K+$3082026-10-21
Commonwealth Retirement Investments LLC
UNCHANGED2,3682,36800%$644.1K$644.4K+$3372026-10-26
Thompson Siegel & Walmsley LLC
DECREASED2,3652,416-51-2%$657.0K$644-$656.4K2026-11-05
Hara Capital LLC
UNCHANGED2,3652,36500%$643.3K$643.6K+$3072026-10-30
Revolve Wealth Partners, LLC
DECREASED2,3632,603-240-9%$708.1K$643.1K-$65.0K2026-10-23
Mystic Asset Management, Inc.
DECREASED2,3602,382-22-1%$647.9K$642.2K-$5.7K2026-10-15
IFG Advisory, LLC
INCREASED2,3592,295+64+3%$624.2K$642.0K+$17.9K2026-11-09
Garde Capital, Inc.
DECREASED2,3472,369-22-1%$644.4K$638.7K-$5.7K2026-10-29
Franklin Street Advisors Inc
NEW2,341—+2,341——$637.1K—2026-10-13
Fiduciary Alliance LLC
INCREASED2,3332,104+229+11%$572.2K$634.9K+$62.7K2026-10-13
Hoxton Planning & Management, LLC
DECREASED2,3132,327-14-1%$632.9K$629.4K-$3.5K2026-10-15
Hardy Reed LLC
INCREASED2,3092,255+54+2%$613.4K$628.3K+$15.0K2026-11-06
Oath Planning, LLC
NEW2,306—+2,306——$627.7K—2026-10-20
Diversified Management Inc
NEW2,304—+2,304——$627.0K—2026-10-08
Fjell Capital, LLC
INCREASED2,3032,234+69+3%$607.8K$626.7K+$18.9K2026-10-13
Fulcrum Asset Management LLP
DECREASED2,2982,482-184-7%$676.8K$630.0K-$46.8K2026-11-04
Mendel Money Management
DECREASED2,2812,311-30-1%$628.6K$620.7K-$7.9K2026-11-02
Farmers & Merchants Trust Co of Long Beach
DECREASED2,2782,288-100%$622.3K$619.9K-$2.4K2026-10-22
Onyx Bridge Wealth Group LLC
INCREASED2,2762,252+24+1%$612.6K$619.5K+$6.8K2026-10-16
Canopy Partners, LLC
DECREASED2,2652,269-40%$617.2K$616.4K-$7942026-10-28
Hilltop National Bank
DECREASED2,2612,451-190-8%$666.7K$615.3K-$51.4K2026-10-14
NWF Advisory Services Inc.
UNCHANGED2,2612,26100%$615.0K$615.3K+$2932026-10-19
Harvey Investment Co LLC
UNCHANGED2,2502,25000%$612.0K$612-$611.4K2026-10-20
Westwood Wealth Management
UNCHANGED2,2502,25000%$612.0K$612.3K+$2942026-10-29
Sovran Advisors, LLC
INCREASED2,2472,226+21+1%$655.6K$678.5K+$22.9K2026-11-02
Mitchell Sinkler & Starr
INCREASED2,2462,213+33+1%$601.9K$611.2K+$9.3K2026-10-13
Cooper Financial Group
INCREASED2,2372,110+127+6%$573.8K$608.8K+$34.9K2026-10-07
Triangle Securities Wealth Management
INCREASED2,2352,234+1+0%$607.7K$608.3K+$5632026-10-14
Murphy, Middleton, Hinkle & Parker, Inc.
UNCHANGED2,2342,23400%$607.6K$607.9K+$2902026-10-15
Dagco, Inc.
DECREASED2,2162,267-51-2%$616.5K$603.0K-$13.5K2026-10-20
Terra Nova Asset Management LLC
INCREASED2,2152,213+2+0%$602.1K$602.7K+$6302026-10-13
Guerra PAN Advisors, LLC
INCREASED2,2122,182+30+1%$593.5K$634.9K+$41.4K2026-10-26
Wealth Enhancement Trust Services, Inc.
DECREASED2,2103,051-841-28%$829.9K$601.4K-$228.5K2026-10-07
Howard Capital Management Group, LLC
UNCHANGED2,2072,20700%$600.3K$600.6K+$2872026-10-16
SBK Financial, Inc.
UNCHANGED2,2002,20000%$598.4K$598.7K+$2862026-11-02
Arkfeld Wealth Strategies, L.L.C.
DECREASED2,1922,194-20%$620.0K$602.2K-$17.8K2026-10-19
Diligent Investors, LLC
INCREASED2,1791,832+347+19%$498.2K$593.0K+$94.7K2026-10-21
Legacy Advisors, LLC
DECREASED2,1752,302-127-6%$626.2K$592.0K-$34.3K2026-10-19
Great Diamond Partners, LLC
DECREASED2,1702,229-59-3%$606.3K$590.5K-$15.8K2026-10-13
Accredited Investors Inc.
INCREASED2,1692,025+144+7%$550.8K$590.3K+$39.5K2026-11-03
Veracity Capital LLC
INCREASED2,1652,129+36+2%$579.0K$589.0K+$10.0K2026-10-08
Probity Advisors, Inc.
DECREASED2,1552,215-60-3%$602.5K$586.4K-$16.0K2026-10-23
Regent Peak Wealth Advisors LLC
INCREASED2,1542,104+50+2%$572.3K$586.2K+$13.9K2026-10-13
Swiss RE LTD
INCREASED2,1491,307+842+64%$355.5K$584.8K+$229.3K2026-11-06
Focused Alpha, LLC
NEW2,146—+2,146——$583.9K—2026-10-20
Burns Matteson Capital Management, LLC
DECREASED2,1462,157-11-1%$586.6K$584.0K-$2.6K2026-10-16
New Covenant Trust Company, N.A.
INCREASED2,1361,912+224+12%$520.1K$581.3K+$61.2K2026-10-08
Myriad Asset Management US LP
DECREASED2,1332,920-787-27%$794.0K$580.0K-$214.0K2026-11-03
Leonteq Securities AG
DECREASED2,1322,326-194-8%$632.7K$580.2K-$52.5K2026-10-29
Bedel Financial Consulting, Inc.
INCREASED2,1312,074+57+3%$564.0K$579.8K+$15.8K2026-11-06
Asahi Life Asset Management Co., Ltd.
NEW2,130—+2,130——$579.6K—2026-11-06
Trinity Financial Advisors LLC
UNCHANGED2,1292,12900%$579.2K$579.4K+$2792026-10-09
Welch Group, LLC
INCREASED2,1282,084+44+2%$567.0K$579.2K+$12.2K2026-10-29
EdgeRock Capital LLC
INCREASED2,1072,072+35+2%$563.6K$573.4K+$9.8K2026-11-03
Strategic Blueprint, LLC
INCREASED2,1031,405+698+50%$382.2K$572.4K+$190.1K2026-10-22
Beverly Hills Private Wealth, LLC
INCREASED2,0961,682+414+25%$457.4K$570.3K+$112.9K2026-11-04
Richard C. Young & Co., Ltd.
DECREASED2,0962,325-229-10%$632.3K$570.5K-$61.8K2026-11-04
Karras Company, Inc.
DECREASED2,0872,171-84-4%$590.5K$568.0K-$22.5K2026-10-16
Integral Investment Advisors, Inc.
UNCHANGED2,0872,08700%$567.7K$567.9K+$2712026-11-03
Duncker Streett & Co Inc
UNCHANGED2,0862,08600%$567.4K$567.7K+$2712026-10-27
Michael Brady & Co., LLC
DECREASED2,0802,125-45-2%$578.0K$566.0K-$12.0K2026-10-23
Spire Wealth Management
DECREASED2,0782,538-460-18%$690.4K$565.5K-$124.8K2026-10-30
Pincus Capital Management, LP
UNCHANGED2,0752,07500%$564.4K$564.7K+$2702026-11-09
Evolution Advisers, Inc.
INCREASED2,0671,957+110+6%$532.0K$592.2K+$60.2K2026-11-06
Pinnacle Wealth Management Advisory Group, LLC
INCREASED2,0662,020+46+2%$549.5K$562.3K+$12.8K2026-10-23
Golden State Wealth Management, LLC
DECREASED2,0622,068-60%$562.7K$561.1K-$1.6K2026-11-02
Oslo Pensjonsforsikring AS
DECREASED2,0532,230-177-8%$606.6K$558.7K-$47.9K2026-10-15
Lewis Asset Management, LLC
INCREASED2,0451,306+739+57%$355.4K$556.5K+$201.1K2026-10-14
Sage Financial Management Group, Inc.
UNCHANGED2,0442,04400%$556.0K$556.2K+$2662026-11-06
Good Harbor Advisors, Inc.
UNCHANGED2,0432,04300%$555.7K$556.0K+$2652026-10-20
Greenhaven Associates Inc
UNCHANGED2,0322,03200%$552.7K$553.0K+$2642026-10-26
Avalon Capital Management
INCREASED2,030951+1,079+113%$258.7K$552.4K+$293.8K2026-11-04
Picton Mahoney Asset Management
INCREASED2,0301,730+300+17%$470.6K$552.4K+$81.9K2026-11-09
Interchange Capital Partners, LLC
DECREASED2,0292,061-32-2%$560.6K$552.2K-$8.4K2026-10-28
First Financial Corp
UNCHANGED2,0242,02400%$550.5K$550.8K+$2632026-10-13
Forza Wealth Management, LLC
INCREASED2,0171,835+182+10%$499.1K$548.9K+$49.8K2026-10-20
Embree Financial Group
INCREASED2,0151,997+18+1%$543.1K$548.3K+$5.2K2026-10-22
Solstein Capital, LLC
UNCHANGED2,0072,00700%$545.9K$546.2K+$2612026-11-02
Essex LLC
UNCHANGED2,0032,00300%$544.7K$545.0K+$2612026-10-14
Fishman JAY A LTD
DECREASED2,0002,209-209-9%$600.9K$544.3K-$56.6K2026-10-26
Payden & Rygel
UNCHANGED2,0002,00000%$544.0K$544-$543.5K2026-10-28
Florida Financial Advisors, LLC
INCREASED1,9991,814+185+10%$494.5K$543.9K+$49.4K2026-11-09
SkyOak Wealth, LLC
UNCHANGED1,9981,99800%$543.5K$543.7K+$2602026-10-28
Impact Partnership Wealth, LLC
INCREASED1,9971,746+251+14%$474.9K$543.4K+$68.5K2026-11-09
Birch Financial Group, LLC
INCREASED1,9961,674+322+19%$455.4K$543.0K+$87.6K2026-10-27
FSM Wealth Advisors, LLC
INCREASED1,9961,981+15+1%$538.8K$555.2K+$16.4K2026-10-27
Allen Mooney & Barnes Investment Advisors LLC
INCREASED1,9931,991+2+0%$541.4K$542.3K+$8722026-10-08
TBH Global Asset Management, LLC
INCREASED1,9911,988+3+0%$540.7K$541.9K+$1.2K2026-11-03
Spectrum Advisors, Inc.
DECREASED1,9902,020-30-1%$549.4K$541.5K-$7.9K2026-11-03
Richwood Investment Advisors, LLC
UNCHANGED1,9901,99000%$541.3K$541.5K+$2592026-10-30
J.Safra Asset Management Corp
UNCHANGED1,9871,98700%$540.5K$540.7K+$2582026-11-03
Linden Thomas Advisory Services, LLC
NEW1,984—+1,984——$539.9K—2026-10-19
Kenora Financial, LLC
DECREASED1,9832,087-104-5%$567.7K$539.6K-$28.0K2026-10-20
Pioneer Wealth Management Group
INCREASED1,9791,963+16+1%$533.9K$538.5K+$4.6K2026-10-09
55 North Private Wealth, LLC
INCREASED1,9691,803+166+9%$490.4K$535.8K+$45.4K2026-10-20
LJI Wealth Management, LLC
UNCHANGED1,9681,96800%$535.3K$535.6K+$2562026-10-28
Diesslin Group, Inc.
UNCHANGED1,9591,95900%$532.8K$533.1K+$2552026-10-14
PUREfi Wealth, LLC
DECREASED1,9541,972-18-1%$536.4K$531.7K-$4.6K2026-10-19
Old Port Advisors
INCREASED1,9531,943+10+1%$528.5K$531.5K+$3.0K2026-10-23
Claro Advisors Inc.
INCREASED1,9471,412+535+38%$384.1K$529.9K+$145.8K2026-11-02
Bank of New Hampshire
UNCHANGED1,9431,94300%$528.5K$528.7K+$2532026-10-06
Woodmont Investment Counsel LLC
INCREASED1,9331,881+52+3%$511.6K$526.0K+$14.4K2026-10-29
Patten Group, Inc.
INCREASED1,9321,913+19+1%$520.3K$525.8K+$5.4K2026-10-26
Pacifica Partners Inc.
DECREASED1,9321,937-50%$546.7K$526.3K-$20.4K2026-10-09
James T. Borello RIA
INCREASED1,9311,924+7+0%$523.2K$525.4K+$2.2K2026-10-16
Means Investment Co., Inc.
INCREASED1,9221,917+5+0%$521.5K$523.0K+$1.5K2026-11-03
Plan A Wealth LLC
INCREASED1,9211,193+728+61%$324.5K$522.8K+$198.3K2026-10-08
Granville Capital, Inc.
INCREASED1,9131,796+117+7%$488.5K$520.6K+$32.1K2026-11-05
D.B. Root & Company, LLC
INCREASED1,9121,889+23+1%$513.8K$520.3K+$6.5K2026-11-04
West Family Investments, Inc.
INCREASED1,9061,889+17+1%$513.8K$518.7K+$4.9K2026-11-09
Symphony Financial, Ltd. Co.
INCREASED1,9011,784+117+7%$486.5K$524.8K+$38.3K2026-10-22
Samalin Investment Counsel, LLC
DECREASED1,8931,907-14-1%$518.6K$515.0K-$3.6K2026-10-23
Eclectic Associates Inc
INCREASED1,8901,880+10+1%$511.4K$514.4K+$3.0K2026-10-09
Detalus Advisors, LLC
INCREASED1,8831,857+26+1%$505.0K$512.3K+$7.3K2026-10-15
Burford Brothers, Inc.
INCREASED1,8791,877+2+0%$510.5K$511.3K+$7882026-10-21
Dakota Community Bank & Trust NA
DECREASED1,8772,062-185-9%$560.9K$510.8K-$50.1K2026-10-09
McLean Asset Management Corp
DECREASED1,8671,881-14-1%$549.6K$556.2K+$6.7K2026-11-06
Sunburst Financial Group, LLC
DECREASED1,8661,967-101-5%$535.0K$507.8K-$27.2K2026-10-09
Midwest Financial Group LLC
INCREASED1,8591,852+7+0%$503.8K$506.0K+$2.2K2026-10-15
Diversified Enterprises, LLC
INCREASED1,8571,458+399+27%$396.6K$505.3K+$108.8K2026-10-19
Key FInancial Inc
INCREASED1,8501,783+67+4%$485.0K$503.4K+$18.5K2026-11-02
Montis Financial, LLC
INCREASED1,8401,815+25+1%$493.7K$500.7K+$7.0K2026-11-04
Titleist Asset Management, LLC
INCREASED1,8361,751+85+5%$476.2K$499.6K+$23.4K2026-10-08
Nfsg Corp
INCREASED1,833752+1,081+144%$204.4K$498.8K+$294.3K2026-10-15
Victory Financial Group, LLC
INCREASED1,829752+1,077+143%$204.5K$497.7K+$293.2K2026-10-27
Hanson & Doremus Investment Management
UNCHANGED1,8271,82700%$497.0K$497-$496.5K2026-10-16
Delta Investment Management, LLC
DECREASED1,8221,863-41-2%$506.6K$495.8K-$10.8K2026-11-09
Rosenberg Matthew Hamilton
UNCHANGED1,8191,81900%$494.8K$495.0K+$2362026-10-05
Personal CFO Solutions, LLC
DECREASED1,8132,776-963-35%$754.9K$493.3K-$261.6K2026-11-06
Putney Financial Group LLC
DECREASED1,8111,836-25-1%$499.4K$492.8K-$6.6K2026-10-30
Ascentis Wealth Management, LLC
INCREASED1,8081,596+212+13%$434.2K$492.2K+$58.1K2026-11-03
Sunbeam Capital Management, LLC
DECREASED1,8011,912-111-6%$520.0K$490.1K-$29.9K2026-11-05
Arvest Investments, Inc.
INCREASED1,8011,800+1+0%$489.8K$490.3K+$5062026-10-21
Hudock, Inc.
DECREASED1,7991,828-29-2%$497.3K$489.6K-$7.7K2026-10-14
Foster Group, Inc.
DECREASED1,7991,805-60%$491.0K$489.5K-$1.5K2026-10-13
Intelligent Financial Strategies
UNCHANGED1,7981,79800%$489.0K$489.2K+$2342026-10-16
Focused Wealth Management, Inc
DECREASED1,7971,918-121-6%$521.8K$489.0K-$32.8K2026-10-30
Garner Asset Management Corp
DECREASED1,7931,965-172-9%$534.5K$532.4K-$2.1K2026-10-30
XY Planning Network, Inc.
NEW1,789—+1,789——$486.8K—2026-10-14
Wealth Preservation Advisors, LLC
INCREASED1,7881,581+207+13%$430.0K$486.6K+$56.5K2026-11-05
Trust Co of Kansas
UNCHANGED1,7861,78600%$486.0K$486-$485.5K2026-11-06
Global Assets Advisory, LLC
DECREASED1,7841,896-112-6%$528.1K$494.7K-$33.4K2026-10-28
Income Insurance Ltd
UNCHANGED1,7841,78400%$485.2K$485.5K+$2322026-10-21
Moss Adams Wealth Advisors LLC
DECREASED1,7782,227-449-20%$605.7K$483.9K-$121.8K2026-10-28
Tradewinds Capital Management, LLC
UNCHANGED1,7781,77800%$483.6K$483.8K+$2322026-10-23
Townsend & Associates, Inc
INCREASED1,7771,766+11+1%$523.1K$513.7K-$9.4K2026-10-23
Independent Solutions Wealth Management, LLC
DECREASED1,7771,787-10-1%$485.9K$483.4K-$2.5K2026-10-28
Benchmark Financial Wealth Advisors, LLC
INCREASED1,7611,586+175+11%$431.5K$479.2K+$47.7K2026-10-20
River Street Advisors LLC
UNCHANGED1,7611,76100%$479.0K$479.2K+$2292026-10-22
AdvisorNet Financial, Inc
INCREASED1,7581,558+200+13%$423.9K$503.4K+$79.6K2026-10-15
NTV Asset Management LLC
INCREASED1,7551,655+100+6%$450.2K$477.6K+$27.4K2026-10-23
Bernardo Wealth Planning LLC
INCREASED1,750866+884+102%$235.5K$476.1K+$240.6K2026-10-23
denkapparat Operations GmbH
UNCHANGED1,7421,74200%$473.8K$474.1K+$2262026-11-09
Whalen Wealth Management Inc.
INCREASED1,7371,263+474+38%$343.5K$472.7K+$129.2K2026-10-08
Wynn Capital, LLC
INCREASED1,7361,641+95+6%$446.4K$472.4K+$26.1K2026-10-13
Acorn Wealth Advisors, LLC
INCREASED1,7351,655+80+5%$450.0K$472.0K+$22.0K2026-10-19
Certified Advisory Corp
INCREASED1,7251,704+21+1%$463.6K$469.5K+$5.9K2026-10-29
Financial Synergies Wealth Advisors, Inc.
INCREASED1,7241,658+66+4%$451.0K$469.2K+$18.2K2026-10-16
JB Capital LLC
INCREASED1,7211,685+36+2%$458.2K$468.3K+$10.1K2026-10-19
Vela Investment Management, LLC
DECREASED1,7211,748-27-2%$475.5K$468.3K-$7.1K2026-11-09
BLB&B Advisors, LLC
INCREASED1,7201,631+89+5%$443.6K$468.1K+$24.4K2026-10-27
Nicholson Wealth Management Group, LLC
UNCHANGED1,7171,71700%$467.0K$467.2K+$2232026-11-09
Corundum Group, Inc.
NEW1,713—+1,713——$466.2K—2026-10-28
Prairie Advisory, LLC
INCREASED1,712854+858+100%$232.4K$465.7K+$233.3K2026-10-19
Live Oak Private Wealth LLC
INCREASED1,7111,686+25+1%$458.6K$465.6K+$7.0K2026-11-02
Wealth Group, Ltd.
DECREASED1,7105,619-3,909-70%$1.5M$465-$1.5M2026-10-30
Tuttle Capital Management, LLC
INCREASED1,709785+924+118%$213.5K$465.1K+$251.6K2026-10-21
Outlook Wealth Advisors, LLC
DECREASED1,7041,735-31-2%$472.1K$463.6K-$8.5K2026-10-28
Successful Portfolios LLC
DECREASED1,7041,705-10%$488.3K$472.3K-$16.0K2026-10-09
R2 Capital Strategies, LLC
DECREASED1,7021,716-14-1%$466.7K$463.3K-$3.4K2026-10-15
Indiana Trust & Investment Management Co
UNCHANGED1,7001,70000%$462.4K$462.6K+$2212026-10-22
Global Financial Private Client, LLC
INCREASED1,6981,677+21+1%$456.1K$462.1K+$5.9K2026-10-15
R Squared Ltd
DECREASED1,6913,075-1,384-45%$836.4K$460.2K-$376.2K2026-11-06
Abner Herrman & Brock LLC
INCREASED1,6851,447+238+16%$394$459+$652026-10-20
Castle Rock Wealth Management, LLC
DECREASED1,6721,762-90-5%$489.3K$462.6K-$26.7K2026-10-09
Barr E S & Co
INCREASED1,6661,446+220+15%$393.3K$453.4K+$60.1K2026-11-06
Red Mountain Financial, LLC
INCREASED1,6661,665+1+0%$452.8K$453.4K+$6152026-11-03
Acadian Asset Management LLC
DECREASED1,64789,909-88,262-98%$24.5M$448-$24.5M2026-11-09
M. Kraus & Co
DECREASED1,6441,744-100-6%$474.4K$447.4K-$27.0K2026-10-20
Channel Wealth LLC
INCREASED1,6431,617+26+2%$439.8K$447.1K+$7.3K2026-11-06
Eubel Brady & Suttman Asset Management Inc
INCREASED1,6391,616+23+1%$440.0K$446-$439.6K2026-11-04
Kestra Investment Management, LLC
INCREASED1,6351,533+102+7%$416.9K$444.9K+$28.0K2026-11-04
Flavin Financial Services, Inc.
INCREASED1,6311,601+30+2%$435.6K$443.9K+$8.4K2026-10-21
Cardiff Park Advisors, LLC
UNCHANGED1,6311,63100%$443.6K$443.8K+$2122026-11-09
Retirement Planning Group, LLC
INCREASED1,6251,596+29+2%$434.0K$442.1K+$8.1K2026-10-19
Covenant Asset Management, LLC
DECREASED1,6241,655-31-2%$450.2K$441.9K-$8.2K2026-10-14
One Wealth Capital Management, LLC
NEW1,620—+1,620——$440.9K—2026-10-23
Riverwater Partners LLC
DECREASED1,6191,660-41-2%$451.5K$440.6K-$10.9K2026-11-03
Cromwell Holdings LLC
DECREASED1,6091,888-279-15%$513.5K$437.9K-$75.7K2026-10-28
MMA Asset Management LLC
DECREASED1,6061,624-18-1%$441.7K$437.0K-$4.7K2026-11-02
Regatta Capital Group, LLC
INCREASED1,6011,546+55+4%$420.6K$435.8K+$15.2K2026-10-23
Kelsey Financial, LLC
UNCHANGED1,6001,60000%$435.2K$435.4K+$2082026-10-28
Atwood & Palmer Inc
INCREASED1,598685+913+133%$186.3K$434.9K+$248.5K2026-10-08
Alpha Family Trust
UNCHANGED1,5951,59500%$433.8K$433.8K$02026-11-04
WealthBridge Capital Management, LLC
UNCHANGED1,5851,58500%$431.1K$431.3K+$2062026-10-16
Fenimore Asset Management Inc
UNCHANGED1,5841,58400%$430.8K$431.1K+$2062026-10-08
Rede Wealth, LLC
UNCHANGED1,5841,58400%$430.8K$431.1K+$2062026-10-22
Root Financial Partners, LLC
INCREASED1,5771,380+197+14%$375.4K$429.2K+$53.8K2026-10-21
McAdam, LLC
INCREASED1,5761,260+316+25%$342.6K$428.8K+$86.2K2026-10-21
Pinnacle Wealth Planning Services, Inc.
DECREASED1,5741,595-21-1%$433.7K$428.2K-$5.5K2026-10-27
Oakmont Investment Advisors, Inc.
INCREASED1,5731,566+7+0%$425.7K$428.0K+$2.3K2026-10-21
Nixon Peabody Trust Co
DECREASED1,5711,641-70-4%$446.4K$427.5K-$18.8K2026-10-23
Eagle Harbor Asset Management Inc
UNCHANGED1,5671,56700%$426.2K$426.4K+$2042026-10-21
Breakwater Capital Group
DECREASED1,5661,588-22-1%$431.9K$426.2K-$5.8K2026-10-09
Uhlmann Price Securities, LLC
UNCHANGED1,5651,56500%$425.7K$425.9K+$2012026-11-03
LightSquare Wealth Management, LLC
INCREASED1,5631,484+79+5%$403.8K$425.5K+$21.7K2026-11-03
D'Orazio & Associates, Inc.
INCREASED1,5621,471+91+6%$400.1K$425.1K+$25.0K2026-11-04
Hohimer Wealth Management, LLC
DECREASED1,5561,737-181-10%$472.5K$423.5K-$49.0K2026-11-04
Asset Planning,Inc
INCREASED1,5531,545+8+1%$420.3K$422.6K+$2.3K2026-10-26
Crew Capital Management, Ltd
INCREASED1,5501,360+190+14%$369.9K$421.8K+$51.9K2026-10-28
Lord & Richards Wealth Management, LLC
NEW1,546—+1,546——$420.7K—2026-10-14
Black Diamond Financial, LLC
INCREASED1,5421,392+150+11%$378.6K$419.6K+$41.0K2026-10-26
Sharkey, Howes & Javer
UNCHANGED1,5411,54100%$419.2K$419.4K+$2002026-10-22
Woodstock Corp
INCREASED1,540990+550+56%$269.3K$419.1K+$149.8K2026-10-13
Camden National Bank
UNCHANGED1,5361,53600%$417.8K$418.0K+$2002026-11-02
Elevated Capital Advisors, LLC
DECREASED1,5351,611-76-5%$438.1K$417.8K-$20.2K2026-11-04
Live Oak Investment Partners
DECREASED1,5321,578-46-3%$429.2K$416.9K-$12.3K2026-10-23
AA Financial Advisors, LLC
INCREASED1,5291,389+140+10%$377.8K$416.1K+$38.3K2026-10-19
Fell Capital Management
UNCHANGED1,5251,52500%$414.8K$415.0K+$1982026-10-09
Legacy Advisory Services, LLC
DECREASED1,5221,539-17-1%$418.6K$414.2K-$4.4K2026-10-20
Bell Bank
DECREASED1,5211,589-68-4%$432.2K$413.9K-$18.3K2026-10-21
Crescent Sterling, Ltd.
INCREASED1,5201,135+385+34%$308.7K$413.6K+$104.9K2026-10-16
Carnegie Lake Advisors LLC
UNCHANGED1,5191,51900%$413.2K$413.4K+$1972026-11-06
Shrier Wealth Management, LLC
INCREASED1,5171,516+1+0%$412.4K$412.7K+$2812026-10-20
Compass Financial Group, Inc
DECREASED1,5151,580-65-4%$429.7K$412.3K-$17.3K2026-10-13
SmartHarvest Portfolios, LLC
DECREASED1,5131,723-210-12%$468.6K$411.6K-$56.9K2026-10-26
Whipplewood Advisors, LLC
DECREASED1,5091,542-33-2%$419.4K$410.6K-$8.8K2026-10-20
ARK & TLK Investments, LLC
DECREASED1,5022,002-500-25%$544.5K$408.7K-$135.8K2026-10-20
Shade Tree Advisors LLC
NEW1,500—+1,500——$408.2K—2026-10-22
Global Trust Asset Management, LLC
DECREASED1,4991,569-70-4%$426.7K$407.8K-$18.8K2026-10-19
Fiduciary Financial Group, LLC
INCREASED1,4941,451+43+3%$394.7K$406.6K+$11.9K2026-10-13
Atala Financial Inc
UNCHANGED1,4931,49300%$406.1K$406.3K+$1942026-10-22
Code Waechter LLC
INCREASED1,4901,337+153+11%$363.7K$405.4K+$41.7K2026-10-23
Alliance Wealth Advisors, LLC
DECREASED1,4811,651-170-10%$449.1K$403.0K-$46.0K2026-10-28
Petros Family Wealth, LLC
DECREASED1,4811,506-25-2%$409.6K$403.0K-$6.6K2026-10-28
Consolidated Capital Management, LLC
INCREASED1,4771,470+7+0%$399.7K$401.8K+$2.1K2026-10-13
Bison Wealth, LLC
INCREASED1,4761,248+228+18%$352.5K$415.7K+$63.2K2026-10-13
Continuum Wealth Advisors, LLC
DECREASED1,4701,622-152-9%$441.2K$400.0K-$41.2K2026-10-20
Commonwealth Financial Services, LLC
INCREASED1,4681,446+22+2%$393.3K$399.5K+$6.2K2026-10-20
Quantum Financial Advisors, LLC
INCREASED1,4611,306+155+12%$355.2K$397.6K+$42.4K2026-11-03
First Affirmative Financial Network
NEW1,451—+1,451——$394.8K—2026-10-21
Neumann Capital Management, LLC
UNCHANGED1,4511,45100%$394.7K$394.9K+$1892026-10-15
Avantra Family Wealth, Inc.
NEW1,447—+1,447——$393.8K—2026-10-20
Deroy & Devereaux Private Investment Counsel Inc
INCREASED1,446790+656+83%$215.0K$393-$214.6K2026-10-26
Trueblood Wealth Management, LLC
INCREASED1,4451,438+7+0%$391.0K$393.2K+$2.2K2026-10-23
Plante Moran Financial Advisors, LLC
DECREASED1,4381,886-448-24%$513.0K$391.2K-$121.8K2026-11-04
Lifestyle Asset Management, Inc.
INCREASED1,4371,233+204+17%$335.4K$391.0K+$55.6K2026-10-20
ARS Investment Partners, LLC
UNCHANGED1,4371,43700%$390.9K$391.1K+$1872026-11-05
First Business Financial Services, Inc.
UNCHANGED1,4371,43700%$390.9K$391.1K+$1872026-10-29
Hager Investment Management Services, LLC
DECREASED1,4361,446-10-1%$393.3K$390.8K-$2.5K2026-11-04
Zega Investments, LLC
DECREASED1,4333,351-1,918-57%$911.5K$390.0K-$521.5K2026-11-04
Brady Martz Wealth Solutions, LLC
INCREASED1,4311,021+410+40%$277.6K$389.3K+$111.7K2026-11-05
Howard Financial Services, Ltd.
INCREASED1,4311,246+185+15%$339.0K$389.3K+$50.3K2026-10-15
Guinness Asset Management LTD
INCREASED1,4301,200+230+19%$326.4K$389.1K+$62.7K2026-11-05
CFS Investment Advisory Services, LLC
INCREASED1,4271,334+93+7%$376.5K$394.7K+$18.2K2026-10-19
Wilkins Miller Wealth Management, LLC
INCREASED1,4261,425+1+0%$387.7K$388.1K+$4532026-10-13
Atlas Capital Advisors Inc.
UNCHANGED1,4211,42100%$386.6K$1.0M+$633.0K2026-11-09
Coyle Financial Counsel LLC
DECREASED1,4201,452-32-2%$394.9K$386.4K-$8.5K2026-10-28
Abacus Wealth Partners, LLC
DECREASED1,4181,430-12-1%$389.0K$385.9K-$3.1K2026-11-03
Values First Advisors, Inc.
INCREASED1,416876+540+62%$238.3K$385.3K+$147.0K2026-10-23
Client 1ST Advisory Group, LLC
INCREASED1,4141,412+2+0%$384.1K$384.8K+$7282026-10-19
RIA Advisory Group LLC
DECREASED1,4051,456-51-3%$396.1K$382.4K-$13.8K2026-10-15
Jessup Wealth Management, Inc
NEW1,404—+1,404——$382.1K—2026-10-20
Shah Wealth Advisors, LLC
NEW1,395—+1,395——$379.6K—2026-11-06
Heck Capital Advisors, LLC
DECREASED1,3922,341-949-41%$636.8K$378.9K-$257.9K2026-10-14
Redwood Park Advisors LLC
INCREASED1,3871,380+7+1%$375.5K$377.3K+$1.9K2026-11-02
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED1,3821,818-436-24%$494.5K$376.1K-$118.4K2026-10-14
Silvant Capital Management LLC
UNCHANGED1,3821,38200%$375.9K$376.1K+$1802026-11-09
Corundum Trust Company, Inc
UNCHANGED1,3821,38200%$375.9K$376.1K+$1802026-10-29
Warwick Investment Management, Inc.
INCREASED1,3811,348+33+2%$366.7K$375.8K+$9.2K2026-10-19
Graves Light Lenhart Wealth, Inc.
DECREASED1,3811,412-31-2%$384.1K$375.8K-$8.3K2026-10-09
Cache Advisors, LLC
UNCHANGED1,3781,37800%$374.8K$375.0K+$1792026-10-16
Baron Wealth Management LLC
INCREASED1,3771,372+5+0%$373.3K$374.7K+$1.3K2026-10-27
Redmond Asset Management, LLC
DECREASED1,3631,387-24-2%$377.3K$370.9K-$6.4K2026-10-27
Gould Asset Management LLC
UNCHANGED1,3631,36300%$370.7K$370.9K+$1772026-11-06
Sage Private Wealth Group, LLC
DECREASED1,3611,499-138-9%$407.9K$370.3K-$37.6K2026-10-21
Flagship Harbor Advisors, LLC
INCREASED1,3591,357+2+0%$369.1K$369.9K+$7832026-10-26
Juncture Wealth Strategies, LLC
DECREASED1,3561,377-21-2%$374.5K$369.0K-$5.5K2026-10-06
MW Advisory, LLC
DECREASED1,3551,603-248-15%$436.0K$368.7K-$67.3K2026-10-19
GAM Holding AG
DECREASED1,3541,714-360-21%$466.2K$368.5K-$97.7K2026-11-03
City Holding Co
DECREASED1,3531,383-30-2%$376.2K$368.2K-$8.0K2026-10-19
Congress Asset Management Co
INCREASED1,3531,350+3+0%$367.3K$368.2K+$8992026-10-06
DecisionMap Wealth Management, LLC
DECREASED1,3521,449-97-7%$394.1K$367.9K-$26.2K2026-10-29
Klingman & Associates, LLC
INCREASED1,3511,322+29+2%$359.6K$367.6K+$8.1K2026-10-20
Plato Investment Management Ltd
NEW1,344—+1,344——$367.2K—2026-11-05
James Investment Research, Inc.
DECREASED1,3431,634-291-18%$444.4K$365.5K-$79.0K2026-10-22
Simon Quick Advisors, LLC
DECREASED1,3371,651-314-19%$449.1K$363.9K-$85.2K2026-10-26
3Chopt Investment Partners, LLC
INCREASED1,3271,302+25+2%$354.1K$361.1K+$7.0K2026-10-30
Jeter Robert S II
NEW1,326—+1,326——$374.5K—2026-10-16
Jacobsen Capital Management
INCREASED1,3221,319+3+0%$358.8K$359.8K+$9882026-10-27
Lake Street Private Wealth, LLC
INCREASED1,3211,296+25+2%$352.5K$359.5K+$7.0K2026-10-22
Grandview Asset Management LLC
INCREASED1,3171,275+42+3%$346.7K$358.5K+$11.8K2026-10-19
Narwhal Capital Management
INCREASED1,3151,241+74+6%$337.6K$357.9K+$20.3K2026-11-04
JSF Financial, LLC
NEW1,309—+1,309——$356.2K—2026-10-22
Broadway Wealth Solutions, Inc.
DECREASED1,3031,320-17-1%$359.0K$354.7K-$4.3K2026-10-21
Signature Equity Partners, LLC
INCREASED1,3021,222+80+7%$332.4K$354.3K+$21.9K2026-10-29
Talbot Financial, LLC
UNCHANGED1,3001,30000%$353.6K$353.8K+$1692026-10-19
Seelaus Asset Management LLC
INCREASED1,2951,133+162+14%$308.2K$352.4K+$44.2K2026-10-14
Capital Investment Counsel, LLC
UNCHANGED1,2881,28800%$350.3K$350.5K+$1672026-10-14
JFS Wealth Advisors, LLC
INCREASED1,2841,269+15+1%$345.2K$349.5K+$4.3K2026-11-03
River Wealth Advisors LLC
DECREASED1,2811,681-400-24%$457.1K$348.5K-$108.6K2026-11-09
Sage Rhino Capital LLC
DECREASED1,2791,282-30%$348.7K$348.1K-$6502026-10-28
Macroview Investment Management LLC
INCREASED1,2781,270+8+1%$345.5K$347.8K+$2.3K2026-10-26
Quantum Private Wealth, LLC
UNCHANGED1,2781,27800%$347.6K$347.8K+$1662026-10-20
Cordgrass Capital Advisors, LLC
UNCHANGED1,2761,27600%$347.1K$347.2K+$1662026-10-30
Verity Asset Management, Inc.
DECREASED1,2731,276-30%$347.3K$346.2K-$1.1K2026-10-30
SeaCrest Wealth Management, LLC
DECREASED1,2711,278-7-1%$347.6K$345.9K-$1.7K2026-10-21
Murphy & Mullick Capital Management Corp
INCREASED1,2701,268+2+0%$345.0K$345.5K+$4522026-11-02
Novem Group
INCREASED1,2661,250+16+1%$339.9K$344.6K+$4.7K2026-10-19
Pegasus Asset Management, Inc.
INCREASED1,2641,262+2+0%$343.3K$344.0K+$7212026-11-03
New Perspectives, Inc
UNCHANGED1,2641,26400%$343.8K$344.0K+$1642026-10-14
L. Roy Papp & Associates, LLP
UNCHANGED1,2621,26200%$343.3K$343.4K+$1652026-10-21
Expressive Wealth LLC
INCREASED1,2591,153+106+9%$313.7K$342.7K+$29.0K2026-11-09
Vision Capital Management, Inc.
DECREASED1,2571,269-12-1%$345.2K$342.1K-$3.1K2026-10-20
Perryman Financial Advisory Inc
DECREASED1,2561,258-20%$342.1K$341.7K-$4522026-10-16
Blue Bell Private Wealth Management, LLC
UNCHANGED1,2531,25300%$340.8K$341.0K+$1632026-10-29
Weatherly Asset Management L. P.
DECREASED1,2451,270-25-2%$345.5K$338.8K-$6.6K2026-10-20
Somerset Trust Co
INCREASED1,2451,225+20+2%$333.2K$338.8K+$5.6K2026-10-13
AM Investment Strategies LLC
INCREASED1,2441,106+138+12%$301$338+$372026-11-05
RTD Financial Advisors, Inc.
UNCHANGED1,2431,24300%$338.0K$338.2K+$1622026-10-09
Costello Asset Management, Inc
UNCHANGED1,2401,24000%$337.3K$337.4K+$1612026-10-30
Silver OAK Securities, Incorporated
INCREASED1,2321,197+35+3%$325.7K$357.5K+$31.8K2026-11-09
Cadent Capital Advisors, LLC
UNCHANGED1,2321,23200%$335.2K$335.4K+$1602026-10-09
Advantage Trust Co
UNCHANGED1,2261,22600%$333.5K$333.6K+$1592026-10-19
Tidemark, LLC
INCREASED1,2231,216+7+1%$330.8K$332.8K+$2.1K2026-11-09
Earned Wealth Advisors, LLC
INCREASED1,221971+250+26%$264.0K$332.4K+$68.4K2026-11-06
Acorn Financial Advisory Services Inc
NEW1,220—+1,220——$332.0K—2026-11-02
Oakwell Private Wealth Management, LLC
DECREASED1,2201,365-145-11%$371.2K$332.0K-$39.2K2026-11-06
Mountain Pacific Investment Advisers LLC
INCREASED1,2181,183+35+3%$321.8K$331.5K+$9.7K2026-10-29
Bigelow Investment Advisors, LLC
INCREASED1,2131,095+118+11%$297.8K$330.1K+$32.3K2026-10-13
Trust Co of the South
DECREASED1,2101,217-7-1%$331.0K$329.3K-$1.7K2026-10-21
M.E. Allison & Co., Inc.
UNCHANGED1,2091,20900%$328.8K$329.0K+$1572026-10-09
LEE Danner & Bass Inc
DECREASED1,2081,256-48-4%$341.7K$328.8K-$12.9K2026-10-27
Monument Capital Management
INCREASED1,2081,164+44+4%$316.7K$328.9K+$12.1K2026-10-09
Financial Management Network Inc
DECREASED1,2061,530-324-21%$461.9K$335.6K-$126.4K2026-10-09
Wealth Dimensions Group, Ltd.
INCREASED1,204762+442+58%$207.1K$327.5K+$120.4K2026-11-02
Rossby Financial, LCC
INCREASED1,200816+384+47%$222.0K$326.6K+$104.6K2026-11-05
Praxis Capital Management LLC
UNCHANGED1,2001,20000%$326.4K$326.6K+$1562026-10-16
Partners in Financial Planning
UNCHANGED1,2001,20000%$326.4K$326.6K+$1562026-11-06
Rooted Wealth Advisors, Inc.
UNCHANGED1,1981,19800%$325.7K$325.7K$02026-11-03
BKM Wealth Management, LLC
INCREASED1,192992+200+20%$269.8K$324.4K+$54.6K2026-10-22
J. Safra Sarasin Holding AG
UNCHANGED1,1911,19100%$289.0K$289.0K$02026-10-26
Pachira Investments Inc.
INCREASED1,1871,185+2+0%$322.3K$322.9K+$6162026-10-14
Wedge Capital Management L L P
DECREASED1,1821,244-62-5%$338.4K$321.7K-$16.7K2026-10-13
PKS Advisory Services, LLC
UNCHANGED1,1811,18100%$320.9K$320.9K$02026-10-26
Entruity Wealth, LLC
UNCHANGED1,1811,18100%$321.3K$321.5K+$1542026-11-06
Atticus Wealth Management, LLC
DECREASED1,1761,187-11-1%$322.8K$319.9K-$2.9K2026-10-20
Madrona Financial Services, LLC
DECREASED1,1751,177-20%$320.1K$319.8K-$3912026-10-23
Sippican Capital Advisors
UNCHANGED1,1741,17400%$319.3K$319.5K+$1532026-10-23
Ejmk Ventures LLC
INCREASED1,1731,097+76+7%$298.5K$319.3K+$20.9K2026-10-21
Doliver Advisors, LP
DECREASED1,1731,207-34-3%$328.3K$319.2K-$9.1K2026-10-01
Windsor Capital Management, LLC
INCREASED1,1701,136+34+3%$309.0K$318.4K+$9.4K2026-10-13
Sage Investment Counsel LLC
DECREASED1,1681,268-100-8%$344.9K$317.8K-$27.0K2026-10-26
Quintet Private Bank (Europe) S.A.
INCREASED1,1681,162+6+1%$316.1K$317.8K+$1.8K2026-10-08
Willow Creek Wealth Management Inc.
INCREASED1,1681,167+1+0%$317.5K$318.1K+$6092026-10-26
Providence Wealth Advisors, LLC
UNCHANGED1,1681,16800%$328.4K$325.0K-$3.4K2026-10-29
Physician Wealth Advisors, Inc.
INCREASED1,1661,102+64+6%$299.7K$317.3K+$17.6K2026-10-20
Woodley Farra Manion Portfolio Management Inc
INCREASED1,1651,159+6+1%$315.2K$317.0K+$1.8K2026-11-05
Balentine LLC
DECREASED1,1601,710-550-32%$465.1K$315.7K-$149.4K2026-11-03
Accurate Wealth Management, LLC
DECREASED1,1571,286-129-10%$368.3K$326.5K-$41.8K2026-10-20
Fairvoy Private Wealth, LLC
INCREASED1,1561,152+4+0%$313.3K$314.6K+$1.2K2026-10-19
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
UNCHANGED1,1561,15600%$314.4K$314.6K+$1502026-10-27
Harel Insurance Investments & Financial Services Ltd.
INCREASED1,154600+554+92%$163.0K$314-$162.7K2026-11-02
Genesis Private Wealth, LLC
DECREASED1,1531,155-20%$314.2K$313.8K-$3942026-11-02
Juno Financial Group LLC
INCREASED1,1481,119+29+3%$304.4K$312.3K+$7.9K2026-10-27
Keener Financial Planning LLC
UNCHANGED1,1471,14700%$311.0K$312.1K+$1.1K2026-11-06
Rose Capital Advisors LLC
NEW1,146—+1,146——$312.0K—2026-11-04
Beacon Financial Advisory LLC
INCREASED1,1451,098+47+4%$298.7K$311.6K+$12.9K2026-10-16
United Advisor Group, LLC
INCREASED1,141870+271+31%$236.6K$310.5K+$73.9K2026-11-03
Wingate Wealth Advisors, Inc.
DECREASED1,1391,189-50-4%$323.4K$310.0K-$13.5K2026-10-26
Old Peak Finance LLC
INCREASED1,1391,109+30+3%$301.6K$310.0K+$8.3K2026-11-02
Oak Asset Management, LLC
UNCHANGED1,1391,13900%$309.8K$310.0K+$1482026-10-13
Missouri Trust & Investment Co
DECREASED1,1371,437-300-21%$419.8K$309.4K-$110.4K2026-11-04
Flagstone Financial Management
INCREASED1,1371,093+44+4%$297.4K$309.5K+$12.1K2026-11-05
Paragon Private Wealth Management, LLC
DECREASED1,1321,873-741-40%$509.6K$308.0K-$201.5K2026-10-20
Cedarwood Wealth LLC
INCREASED1,1291,100+29+3%$299.2K$307.2K+$8.0K2026-11-09
QTR Family Wealth, LLC
DECREASED1,1281,308-180-14%$355.7K$307.0K-$48.7K2026-11-02
Kendall Capital Management
DECREASED1,1261,127-10%$306.5K$306.4K-$1262026-10-23
Stockman Wealth Management, Inc.
UNCHANGED1,1251,12500%$306.0K$306.1K+$1472026-10-27
Peregrine Asset Advisers, Inc.
UNCHANGED1,1201,12000%$304.6K$304.8K+$1462026-11-09
Cetera Trust Company, N.a
UNCHANGED1,1181,11800%$304.1K$304.2K+$1452026-11-09
LexAurum Advisors, LLC
DECREASED1,1171,126-9-1%$306.2K$304.0K-$2.2K2026-10-19
Boltwood Capital Management
INCREASED1,1151,085+30+3%$295.1K$303.4K+$8.3K2026-10-02
Arbor Investment Advisors, LLC
DECREASED1,1131,193-80-7%$324.5K$302.8K-$21.6K2026-10-26
Greenspring Advisors, LLC
INCREASED1,1131,062+51+5%$288.9K$302.9K+$14.0K2026-11-05
Pacific Sage Partners, LLC
UNCHANGED1,1131,11300%$302.7K$302.9K+$1452026-10-21
Laurel OAK Wealth Management, LLC
INCREASED1,1121,064+48+5%$289.4K$302.6K+$13.2K2026-10-19
Cairn Investment Group, Inc.
UNCHANGED1,1101,11000%$302.0K$302-$301.7K2026-11-04
Argos Wealth Advisors, LLC
DECREASED1,1091,134-25-2%$308.4K$301.8K-$6.7K2026-11-02
Bellwether Advisors, LLC
UNCHANGED1,1091,10900%$301.6K$301.8K+$1442026-11-09
Mascagni Wealth Management, Inc.
DECREASED1,1081,183-75-6%$321.8K$301.5K-$20.3K2026-10-23
Cortland Associates Inc
UNCHANGED1,1031,10300%$300.0K$300.0K$02026-10-29
World Equity Group, Inc.
DECREASED1,1022,308-1,206-52%$627.8K$299.9K-$327.9K2026-10-14
SRH Advisors, LLC
UNCHANGED1,1001,10000%$299.2K$299.3K+$1432026-10-22
Mccarter Private Wealth Services LLC
INCREASED1,0931,081+12+1%$294.0K$297.4K+$3.4K2026-10-22
Signature Estate & Investment Advisors LLC
INCREASED1,0931,085+8+1%$295.6K$297.4K+$1.9K2026-10-13
DMC Group, LLC
INCREASED1,0911,061+30+3%$288.6K$296.9K+$8.3K2026-10-26
ACT Wealth Management, LLC
UNCHANGED1,0911,09100%$296.8K$296.9K+$1422026-10-09
Decker Wealth Management LLC
NEW1,090—+1,090——$296.6K—2026-10-09
Horst & Graben Wealth Management LLC
UNCHANGED1,0721,07200%$297.7K$291.7K-$6.0K2026-11-02
Cypress Capital Group
INCREASED1,071854+217+25%$232.3K$291.5K+$59.2K2026-11-03
First City Capital Management, Inc.
UNCHANGED1,0701,07000%$291.0K$291.2K+$1392026-10-27
Cardinal Strategic Wealth Guidance
DECREASED1,0671,192-125-10%$324.2K$290.4K-$33.9K2026-11-02
B.O.S.S. Retirement Advisors, LLC
DECREASED1,0651,282-217-17%$348.7K$289.8K-$58.9K2026-10-26
Balefire, LLC
DECREASED1,0641,110-46-4%$302.0K$289.6K-$12.5K2026-10-09
Brown Miller Wealth Management, LLC
UNCHANGED1,0641,06400%$289.5K$289.6K+$1392026-11-02
Acorn Creek Capital LLC
INCREASED1,0511,037+14+1%$282.0K$286.0K+$3.9K2026-11-05
Greenwood Gearhart LLC
DECREASED1,0501,219-169-14%$331.6K$285.7K-$45.8K2026-11-02
LaFleur & Godfrey LLC
INCREASED1,0491,039+10+1%$282.6K$285.5K+$2.9K2026-10-27
Oarsman Capital, Inc.
UNCHANGED1,0411,04100%$283.1K$283.3K+$2152026-11-05
Eagle Bluffs Wealth Management LLC
UNCHANGED1,0401,04000%$282.9K$283.0K+$1352026-10-20
Plan Group Financial, LLC
NEW1,035—+1,035——$297.7K—2026-10-22
Reflection Asset Management
UNCHANGED1,0341,03400%$281.2K$281.4K+$1342026-10-28
Waters Parkerson & Co., LLC
UNCHANGED1,0331,03300%$281.0K$281.1K+$1362026-11-04
Leonard Rickey Investment Advisors P.L.L.C.
INCREASED1,027971+56+6%$264.0K$279.5K+$15.4K2026-10-29
Wealth Management Nebraska
DECREASED1,0251,161-136-12%$315.8K$278.9K-$36.9K2026-10-26
Eurizon SLJ Capital Ltd
DECREASED1,0211,116-95-9%$303.6K$277.8K-$25.7K2026-11-06
KFG Wealth Management, LLC
INCREASED1,0111,008+3+0%$274.3K$275.1K+$7762026-10-16
Gemmer Asset Management LLC
UNCHANGED1,0101,01000%$274.7K$274.9K+$1312026-10-16
Victrix Investment Advisors
UNCHANGED1,0061,00600%$273.6K$273.8K+$1312026-10-13
Wealth Group Ltd
UNCHANGED1,0051,00500%$273.4K$279.7K+$6.3K2026-10-07
Marotta Asset Management
UNCHANGED1,0041,00400%$278.8K$273.2K-$5.6K2026-10-02
Mechanics Financial Corp
DECREASED1,0021,006-40%$273.6K$272.7K-$9582026-11-05
AGH Wealth Advisors, LLC
INCREASED1,001982+19+2%$267.1K$272.4K+$5.3K2026-10-26
Silverlake Wealth Management LLC
INCREASED997937+60+6%$254.9K$271.3K+$16.5K2026-10-21
Stirlingshire Investments, Inc.
DECREASED9941,171-177-15%$318.6K$270.5K-$48.2K2026-11-05
Private Management Group Inc
INCREASED994983+11+1%$267.4K$270.5K+$3.1K2026-11-04
Accel Wealth Management
INCREASED989986+3+0%$268.1K$269.2K+$1.0K2026-10-13
Goldstein Advisors, LLC
INCREASED983947+36+4%$257.6K$267.5K+$9.9K2026-10-15
Vigilare Wealth Management
NEW982—+982——$267.2K—2026-10-29
Forvis Mazars Wealth Advisors, LLC
NEW982—+982——$267.2K—2026-10-13
TFC Financial Management, Inc.
UNCHANGED97997900%$266.3K$266.4K+$1282026-10-26
Benin Management Corp
UNCHANGED97897800%$266.0K$266.1K+$1272026-10-22
Heathbridge Capital Management Ltd.
NEW975—+975——$265.3K—2026-10-29
Heritage Family Offices, LLP
INCREASED974899+75+8%$244.5K$265.1K+$20.5K2026-11-02
MBE Wealth Management, LLC
INCREASED974901+73+8%$245.2K$265.0K+$19.8K2026-10-26
Warburton Capital Management, LLC
INCREASED973964+9+1%$262.0K$295.2K+$33.2K2026-11-06
AXS Investments LLC
INCREASED972892+80+9%$242.6K$264.5K+$21.9K2026-11-04
Chris Bulman Inc
INCREASED972971+1+0%$264.2K$264.6K+$4182026-10-20
Princeton Capital Management LLC
UNCHANGED97197100%$264.1K$264.2K+$1262026-10-27
May Hill Capital, LLC
INCREASED970919+51+6%$250.0K$264.0K+$14.0K2026-11-03
White Lighthouse Investment Management Inc.
DECREASED9671,102-135-12%$299.7K$263.2K-$36.6K2026-10-21
Capital Advantage, Inc.
UNCHANGED96796700%$263.0K$263.2K+$1262026-10-14
GHP Investment Advisors, Inc.
DECREASED9661,100-134-12%$299.2K$263.0K-$36.2K2026-10-15
DE Burlo Group Inc
UNCHANGED96496400%$262.2K$262.3K+$1252026-11-05
Morton Capital Management LLC
DECREASED961972-11-1%$264.5K$261.5K-$3.0K2026-10-23
Landaas & Co
INCREASED960942+18+2%$256.2K$261.2K+$5.0K2026-10-29
Argonautica Private Wealth Management, Inc
INCREASED959958+1+0%$260.6K$260.9K+$2662026-11-02
Fortis Capital Advisors, LLC
DECREASED958998-40-4%$271.5K$260.7K-$10.8K2026-11-09
AAF Wealth Management, LLC
DECREASED955963-8-1%$261.8K$259.9K-$1.9K2026-10-28
Investment Partners, Ltd.
NEW954—+954——$259.8K—2026-10-29
Powers Advisory Group, LLC
INCREASED953951+2+0%$258.7K$259.3K+$6022026-10-14
Lazari Capital Management, Inc.
INCREASED952951+1+0%$258.6K$259.1K+$5332026-10-20
Keeler Thomas Management LLC
INCREASED948947+1+0%$257.5K$258.0K+$4972026-10-29
Home Federal Bank of Tennessee
UNCHANGED94794700%$257.6K$257.7K+$1262026-10-15
Jamison Private Wealth Management, Inc.
DECREASED943955-12-1%$259.7K$256.7K-$3.0K2026-10-14
Shepherd Financial Partners LLC
INCREASED941940+1+0%$255.6K$256.0K+$3692026-11-03
Alerus Financial NA
DECREASED940969-29-3%$263.6K$255.8K-$7.8K2026-11-09
Beacon Financial Group
INCREASED938736+202+27%$200.2K$255.3K+$55.1K2026-10-19
Cpwa, LLC
INCREASED938924+14+2%$251.3K$264.1K+$12.8K2026-11-04
Ullmann Wealth Partners Group, LLC
UNCHANGED93793700%$254.8K$254.9K+$1902026-11-02
Chapman Financial Group, LLC
DECREASED9321,089-157-14%$296.2K$253.6K-$42.6K2026-10-26
Tompkins Financial Corp
DECREASED9301,075-145-13%$292.4K$253.1K-$39.3K2026-10-05
TFR Capital, Llc.
DECREASED928979-51-5%$266.3K$252.5K-$13.8K2026-11-09
Chemistry Wealth Management LLC
UNCHANGED91991900%$250.0K$250.1K+$1192026-10-16
Private Client Services, LLC
INCREASED916801+115+14%$217.8K$249.3K+$31.4K2026-10-02
Jm2 Capital Inc.
UNCHANGED91691600%$249.2K$249.3K+$1192026-10-14
Tanager Wealth Management LLP
NEW915—+915——$249.0K—2026-10-19
Advisortrust Partners, LLC
INCREASED912812+100+12%$220.9K$248.2K+$27.3K2026-11-02
Cedar Mountain Advisors, LLC
INCREASED912911+1+0%$247.9K$248.1K+$1332026-10-15
Walser Wealth Management Company, A Ltd Liability Co
INCREASED910790+120+15%$214.8K$247.6K+$32.8K2026-10-15
Crown Wealth Group, LLC
INCREASED905820+85+10%$223.1K$246.2K+$23.1K2026-10-19
Rare Wolf Capital LLC
NEW904—+904——$246.0K—2026-10-20
Kohmann Bosshard Financial Services, LLC
INCREASED903836+67+8%$227.4K$245.7K+$18.3K2026-11-04
Southland Equity Partners LLC
DECREASED902984-82-8%$267.6K$245.5K-$22.2K2026-10-14
Ascent Wealth Partners, LLC
NEW900—+900——$244.9K—2026-10-23
Montgomery Investment Management Inc
UNCHANGED90090000%$244.8K$244.9K+$1172026-10-26
Forte Asset Management LLC
UNCHANGED90090000%$244.8K$244.9K+$1172026-10-13
American National Bank of Texas
UNCHANGED90090000%$244.8K$244.9K+$1172026-10-07
Blackston Financial Advisory Group, LLC
DECREASED899943-44-5%$256.6K$244.7K-$11.9K2026-11-04
Wall Street Financial Group, Inc.
INCREASED898841+57+7%$228.8K$244.3K+$15.6K2026-11-09
Bank & Trust Co
UNCHANGED89889800%$244.3K$244.4K+$1172026-10-07
RW Investment Management LLC
INCREASED892821+71+9%$223.3K$242.7K+$19.4K2026-11-03
Mine & Arao Wealth Creation & Management, Llc.
INCREASED891888+3+0%$241.4K$242.4K+$9942026-10-29
LeConte Wealth Management, LLC
DECREASED890927-37-4%$252.1K$242.2K-$9.9K2026-10-20
Purkiss Capital Advisors LLC
INCREASED889882+7+1%$239.9K$241.9K+$2.0K2026-11-06
Wealth Science Advisors LLC
DECREASED888916-28-3%$249.2K$241.7K-$7.5K2026-10-09
Manuka Financial, LLC
INCREASED888884+4+0%$240.3K$241.6K+$1.2K2026-10-16
McClarren Financial Advisors, Inc.
UNCHANGED88688600%$241.0K$241.1K+$1152026-10-15
Values Added Financial LLC
DECREASED884888-40%$241.5K$240.6K-$9732026-10-28
Payne Capital Management, LLC
UNCHANGED88388300%$240.2K$255.3K+$15.1K2026-11-09
Clark Asset Management, LLC
DECREASED880894-14-2%$243.2K$239.5K-$3.7K2026-10-19
Verum Partners LLC
INCREASED880870+10+1%$236.6K$239.5K+$2.8K2026-10-21
Prota Financial, LLC
UNCHANGED87887800%$243.8K$239.2K-$4.7K2026-10-08
Convergence Financial, LLC
DECREASED8771,738-861-50%$472.8K$238.7K-$234.1K2026-10-27
Centerpoint Advisory Group
INCREASED875842+33+4%$229.0K$238.1K+$9.1K2026-10-23
Wealth Alliance Advisory Group, LLC
INCREASED875874+1+0%$237.6K$238.0K+$3852026-10-14
SeaBridge Investment Advisors LLC
NEW872—+872——$237.3K—2026-11-02
Dogwood Wealth Management LLC
DECREASED8681,123-255-23%$305.5K$236.2K-$69.2K2026-11-09
Huntleigh Advisors, Inc.
INCREASED866767+99+13%$208.5K$235.5K+$27.0K2026-11-03
Cypress Wealth Services, LLC
INCREASED866859+7+1%$233.7K$239.5K+$5.8K2026-10-21
BigSur Wealth Management LLC
DECREASED865917-52-6%$249.4K$235.4K-$14.0K2026-10-13
Grey Ledge Advisors, LLC
INCREASED864863+1+0%$234.8K$235.1K+$2562026-11-02
W Advisors, LLC
UNCHANGED86286200%$234.5K$234.6K+$1122026-11-02
Curat Global, LLC
INCREASED860840+20+2%$162.7K$234.0K+$71.4K2026-10-26
Bernicke Wealth Management, Ltd.
DECREASED857861-40%$234.2K$233.2K-$9772026-11-06
Hamilton Capital, LLC
INCREASED853851+2+0%$231.5K$232.1K+$6552026-10-08
Portfolio Design Labs, LLC
UNCHANGED85385300%$232.0K$232.1K+$1112026-11-04
Davidson Trust Co
DECREASED851854-30%$232.3K$231.6K-$7052026-10-09
Creekside Partners
INCREASED850800+50+6%$217.6K$231.4K+$13.8K2026-11-04
Torray Investment Partners LLC
UNCHANGED85085000%$231.2K$231.3K+$1102026-10-30
Clean Yield Group
UNCHANGED85085000%$231.2K$231.3K+$1112026-10-28
Targeted Financial Services LLC
UNCHANGED85085000%$231.2K$231.3K+$1112026-10-19
Banque de Luxembourg S.A.
DECREASED8491,004-155-15%$273.1K$231.0K-$42.1K2026-10-14
Register Financial Advisors LLC
INCREASED849842+7+1%$229.1K$231.2K+$2.0K2026-10-23
Addison Advisors LLC
INCREASED847841+6+1%$228.8K$230.5K+$1.7K2026-11-06
Wealth Management Partners, LLC
DECREASED844936-92-10%$254.6K$229.7K-$24.9K2026-10-21
Hendershot Investments Inc.
UNCHANGED84484400%$229.6K$229.7K+$1102026-11-05
Shayne & Jacobs, LLC
UNCHANGED83983900%$228.2K$228.3K+$1092026-10-21
Wealth Architects, LLC
DECREASED836878-42-5%$238.8K$227.5K-$11.3K2026-11-03
Wealthcare Capital Partners, LLC
UNCHANGED83383300%$226.5K$226.6K+$1732026-10-21
Five Oceans Advisors
DECREASED8321,112-280-25%$302.5K$226.4K-$76.1K2026-10-22
Silver Oak Advisory Group, Inc.
UNCHANGED83283200%$226.0K$226.4K+$4122026-11-06
FAI Advisors, Inc.
INCREASED831795+36+5%$216.2K$226.1K+$9.9K2026-10-27
Winthrop Advisory Group LLC
NEW828—+828——$225.2K—2026-10-22
BOS Asset Management, LLC
UNCHANGED82882800%$225.2K$225.3K+$1082026-10-09
Brooklyn FI, LLC
NEW825—+825——$254.5K—2026-11-05
IAG Wealth Partners, LLC
INCREASED825125+700+560%$34.0K$224.5K+$190.5K2026-11-06
S. R. Schill & Associates
UNCHANGED82582500%$224.4K$224.5K+$1072026-10-20
Meridian Investment Counsel Inc.
DECREASED8151,015-200-20%$276.1K$221.8K-$54.3K2026-10-14
Verus Capital Partners, LLC
DECREASED807828-21-3%$225.2K$219.6K-$5.6K2026-11-03
Schneider Downs Wealth Management Advisors, LP
INCREASED803760+43+6%$206.7K$218.6K+$11.9K2026-10-27
Spartan Planning & Wealth Management
DECREASED8001,143-343-30%$311.0K$217.7K-$93.3K2026-10-13
Monarch Capital Management Inc
UNCHANGED80080000%$217.6K$217.7K+$1042026-10-19
Grove Street Fiduciary, LLC
UNCHANGED79979900%$217.3K$217.4K+$1042026-10-13
Uniting Wealth Partners, LLC
NEW798—+798——$217.2K—2026-11-06
WBI Investments, LLC
NEW792—+792——$215.5K—2026-11-05
True Link Financial Advisors, LLC
UNCHANGED79279200%$215.4K$215.5K+$1032026-10-27
TSG Advice Partners, LLC
NEW790—+790——$215.0K—2026-10-29
Gerber Kawasaki Wealth & Investment Management
NEW785—+785——$213.7K—2026-10-29
Montz Harcus Wealth Management LLC
INCREASED785779+6+1%$211.9K$213.6K+$1.7K2026-10-09
Coston, McIsaac & Partners
UNCHANGED78478400%$213.0K$213.3K+$3492026-11-06
Timonier Family Office, Ltd.
UNCHANGED78478400%$213.2K$213.4K+$1022026-11-03
Endowment Wealth Management, Inc.
INCREASED778777+1+0%$211.2K$211.8K+$5582026-11-03
Alessandra Capital Management, LLC
NEW777—+777——$211.4K—2026-10-30
MSH Capital Advisors LLC
NEW776—+776——$211.2K—2026-11-03
Quadrant Private Wealth Management, LLC
NEW776—+776——$211.3K—2026-11-04
AIA Group Ltd
INCREASED775756+19+3%$205.6K$210.9K+$5.3K2026-10-30
Shulman DeMeo Asset Management LLC
INCREASED775773+2+0%$210.2K$214.8K+$4.6K2026-10-09
AMG Asset Management Group, Inc.
DECREASED772997-225-23%$271.3K$210.2K-$61.1K2026-10-21
Mindset Wealth Management, LLC
NEW771—+771——$209.8K—2026-10-19
Castleview Partners, LLC
DECREASED769816-47-6%$222.0K$209.3K-$12.7K2026-10-09
Teza Capital Management LLC
DECREASED768783-15-2%$213.0K$209.0K-$4.0K2026-10-23
Leo Wealth, LLC
NEW767—+767——$208.6K—2026-10-26
Fermata Advisors, LLC
NEW763—+763——$207.6K—2026-10-13
Silver Grove Financial Group, Inc.
INCREASED762700+62+9%$190.5K$207.4K+$16.9K2026-11-05
Kelly Financial Services LLC
INCREASED762754+8+1%$205.1K$207.3K+$2.2K2026-10-20
Omega Financial Group, LLC
NEW760—+760——$206.7K—2026-10-29
TriaGen Wealth Management LLC
UNCHANGED75975900%$206.5K$206.6K+$982026-10-14
ShankerValleau Wealth Advisors, Inc.
NEW757—+757——$206.0K—2026-10-16
Intrua Financial, LLC
INCREASED756738+18+2%$200.7K$205.7K+$5.0K2026-10-28
Curran Financial Partners, LLC
NEW755—+755——$205.5K—2026-11-04
RAM Investment Partners, LLC
INCREASED754738+16+2%$200.7K$205.2K+$4.5K2026-10-21
Syverson Strege & Co
INCREASED753741+12+2%$201.6K$204.9K+$3.4K2026-11-02
Shira Ridge Wealth Management
UNCHANGED75175100%$204.3K$204.4K+$982026-10-09
Vaughan & Co Securities, Inc.
UNCHANGED75075000%$204.0K$204.1K+$982026-10-23
Cooper S Advisors, LLC
UNCHANGED74874800%$203.5K$203.6K+$972026-11-03
Investors Asset Management of Georgia Inc
UNCHANGED74774700%$203.2K$203.3K+$972026-10-20
Financial Planning Hawaii, Inc.
DECREASED746930-184-20%$253.0K$203.0K-$50.0K2026-10-13
Trust Investment Advisors
NEW743—+743——$202.2K—2026-10-20
Cowa, LLC
DECREASED743781-38-5%$212.4K$202.3K-$10.2K2026-10-30
Park Place Capital Corp
DECREASED742849-107-13%$230.9K$201.9K-$29.0K2026-11-09
Gleason Group, Inc.
DECREASED741855-114-13%$232.5K$201.7K-$30.7K2026-10-15
Eagle Rock Investment Company, LLC
UNCHANGED73973900%$201.0K$201.1K+$962026-10-21
Rainier Family Wealth Inc
NEW736—+736——$200.3K—2026-11-02
Argent Capital Management LLC
NEW735—+735——$200.0K—2026-10-05
Mraz, Amerine & Associates, Inc.
NEW735—+735——$200.1K—2026-10-30
Adirondack Trust Co
DECREASED727735-8-1%$199.9K$197.8K-$2.1K2026-10-14
TrustBank
UNCHANGED72672600%$197.5K$197.6K+$942026-10-20
Asset Dedication, LLC
INCREASED715671+44+7%$182.5K$194.6K+$12.1K2026-11-03
State of Wyoming
INCREASED710278+432+155%$75.6K$193.2K+$117.6K2026-10-28
Vaquero Private Wealth, LTD
DECREASED701715-14-2%$194.5K$190.8K-$3.7K2026-10-27
UMB Private Wealth Management, LLC
NEW691—+691——$188.1K—2026-10-19
Fortitude Family Office, LLC
INCREASED682406+276+68%$110.4K$185.6K+$75.2K2026-10-14
First United Bank & Trust
DECREASED677695-18-3%$189.0K$184.2K-$4.8K2026-10-22
Richardson Financial Services Inc.
INCREASED670424+246+58%$115.3K$182.3K+$67.0K2026-10-30
M&G Plc
DECREASED667926-259-28%$251.9K$181.4K-$70.4K2026-11-04
West Financial Advisors, LLC
UNCHANGED66766700%$181.4K$181.5K+$872026-10-22
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED663635+28+4%$173.0K$180-$172.8K2026-10-14
Brown, Lisle Ings, Inc.
DECREASED644761-117-15%$207.0K$175.3K-$31.7K2026-10-16
10Elms LLP
INCREASED642600+42+7%$163.2K$174.7K+$11.5K2026-11-06
CRA Financial Services, LLC
NEW641—+641——$174.5K—2026-10-16
Avion Wealth
INCREASED618608+10+2%$165.0K$168-$164.8K2026-11-04
Old Second National Bank of Aurora
UNCHANGED61461400%$167.0K$167.1K+$802026-10-22
Olistico Wealth, LLC
UNCHANGED61161100%$166.2K$166.3K+$872026-10-05
Gen-Wealth Partners Inc
UNCHANGED60060000%$163.2K$163.3K+$782026-11-04
Owl Creek Wealth Partners LLC
DECREASED596701-105-15%$190.7K$162.2K-$28.5K2026-10-20
Bullock Wealth Management Group
INCREASED595592+3+1%$164.5K$162.1K-$2.3K2026-10-09
Markowski Investments
DECREASED593605-12-2%$164.6K$161.4K-$3.2K2026-10-30
SJS Investment Consulting Inc.
INCREASED583563+20+4%$153.1K$158.7K+$5.5K2026-10-26
Byrne Asset Management LLC
UNCHANGED58258200%$158.3K$158.5K+$2442026-10-06
Miller Global Investments, LLC
UNCHANGED57357300%$155.9K$155.9K+$742026-10-02
Armstrong Advisory Group, Inc
UNCHANGED56856800%$154.5K$154.6K+$742026-10-09
Valued Wealth Advisors LLC
INCREASED565522+43+8%$142.0K$153.8K+$11.8K2026-11-05
Greykasell Wealth Strategies, Inc.
UNCHANGED55755700%$151.5K$151.6K+$722026-11-09
IFS Advisors, LLC
NEW542—+542——$147.6K—2026-10-14
Winthrop Capital Management, LLC
UNCHANGED54254200%$147.0K$147.5K+$4942026-11-05
NBH Bank
INCREASED529441+88+20%$120.0K$144.0K+$24.0K2026-11-05
Flagship Wealth Advisors, LLC
UNCHANGED52652600%$143.1K$143.1K+$682026-11-03
Westside Investment Management, Inc.
UNCHANGED52352300%$142.3K$143.8K+$1.5K2026-11-02
Meriwether Wealth & Planning, LLC
NEW521—+521——$141.8K—2026-10-13
Morton Brown Family Wealth, LLC
INCREASED509508+1+0%$138.2K$138.4K+$2312026-10-23
Cape Investment Advisory, Inc.
INCREASED508488+20+4%$132.7K$138.2K+$5.5K2026-10-13
Balance Wealth Partners LLC
NEW507—+507——$138.0K—2026-10-27
3 Factor Indexing, LLC
INCREASED501500+1+0%$136.0K$136.3K+$3382026-10-15
Country Trust Bank
INCREASED496486+10+2%$132.2K$135.0K+$2.8K2026-10-30
Birchwood Financial Partners, Inc.
INCREASED494480+14+3%$130.6K$134.4K+$3.9K2026-11-02
Mascoma Wealth Management LLC
INCREASED49282+410+500%$22.3K$133.9K+$111.6K2026-10-23
Pension & Wealth Management Advisors, Inc.
NEW484—+484——$131.7K—2026-10-16
Lynch Investment Planning, LLC
NEW483—+483——$131.4K—2026-10-27
Ares Financial Consulting, LLC
UNCHANGED47647600%$129.5K$129.5K+$622026-10-19
Moisand Fitzgerald Tamayo, LLC
INCREASED468371+97+26%$100.9K$127.4K+$26.4K2026-10-15
Pacific Center for Financial Services
UNCHANGED46446400%$126.2K$126.3K+$612026-10-15
High Point Wealth Management, LLC
UNCHANGED45445400%$123.5K$123.6K+$592026-11-05
Bayban
UNCHANGED45445400%$123.5K$123.5K$02026-11-05
Salomon & Ludwin, LLC
UNCHANGED44844800%$124.4K$121.9K-$2.5K2026-10-29
Financial Perspectives, Inc
INCREASED439438+1+0%$119.1K$119.5K+$4232026-11-03
Walsh & Associates, LLC
INCREASED433399+34+9%$108.5K$117.8K+$9.3K2026-11-09
RHL Group, LLC
UNCHANGED42342300%$115.1K$115.1K+$552026-11-04
MV Capital Management, Inc.
DECREASED415448-33-7%$121.9K$112.9K-$8.9K2026-10-29
Gables Capital Management Inc.
UNCHANGED40440400%$109.9K$109.9K+$532026-11-04
Mowery & Schoenfeld Wealth Management, LLC
INCREASED402400+2+1%$108.8K$109.4K+$5972026-10-28
Darwin Wealth Management, LLC
INCREASED401282+119+42%$76.8K$109.4K+$32.6K2026-11-09
Madden Securities Corp
NEW400—+400——$108.9K—2026-10-27
Roble, Belko & Company, Inc
INCREASED393386+7+2%$105.0K$107-$104.9K2026-11-09
United Community Bank
UNCHANGED36636600%$99.6K$99.6K+$482026-10-28
Barrett & Company, Inc.
UNCHANGED34134100%$92.8K$92.8K+$442026-10-22
Jnba Financial Advisors
INCREASED340262+78+30%$71.3K$92.5K+$21.3K2026-11-03
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED337791-454-57%$215.2K$91.7K-$123.4K2026-10-14
First Community Trust NA
UNCHANGED31531500%$85.7K$85.7K+$412026-10-07
Gladwyn Financial Advisors, Inc.
UNCHANGED30930900%$84.1K$84.1K+$402026-10-05
Signature Resources Capital Management, LLC
DECREASED304316-12-4%$86.0K$82.7K-$3.2K2026-10-16
Glass Jacobson Investment Advisors llc
UNCHANGED29629600%$80.5K$80.6K+$392026-10-26
Luken Investment Analytics, LLC
UNCHANGED29229200%$79.4K$79.5K+$382026-11-06
Kelleher Financial Advisors
DECREASED290463-173-37%$125.9K$78.9K-$47.0K2026-10-30
WPG Advisers, LLC
INCREASED289266+23+9%$72.4K$78.6K+$6.3K2026-10-27
Sfam, LLC
UNCHANGED28928900%$78.6K$78.6K+$382026-11-03
Covestor Ltd
DECREASED273370-97-26%$101.0K$74-$100.9K2026-10-30
Palladiem, LLC
INCREASED271270+1+0%$73.5K$73.7K+$2182026-11-09
GK Wealth Management LLC
NEW270—+270——$73.1K—2026-10-09
Morse Asset Management, Inc
INCREASED267257+10+4%$69.9K$72.7K+$2.8K2026-11-09
Centennial Bank
UNCHANGED26526500%$72.1K$72.1K+$342026-11-09
Wilkerson Advisory Group LLC
INCREASED264256+8+3%$69.6K$71.8K+$2.2K2026-10-20
Richardson Capital Management LLC
UNCHANGED25525500%$69.4K$69.4K+$332026-10-23
Investors Research Corp
DECREASED250480-230-48%$130.6K$68.0K-$62.5K2026-10-07
Main Street Group, LTD
DECREASED250255-5-2%$69.3K$68.0K-$1.3K2026-10-28
Strive Financial Group,LLC
INCREASED24911+238+2164%$3.0K$67.8K+$64.8K2026-11-09
Midwest Capital Advisors, LLC
UNCHANGED23723700%$64.5K$64.5K+$312026-11-04
Burkett Financial Services, LLC
NEW233—+233——$63.4K—2026-10-01
Elevation Wealth Partners, LLC
INCREASED229222+7+3%$60.4K$62.3K+$1.9K2026-10-07
Highline Wealth Partners LLC
INCREASED217119+98+82%$32.3K$59.1K+$26.7K2026-10-19
Princeton Global Asset Management LLC
UNCHANGED21721700%$59.0K$59.1K+$282026-10-21
Fairscale Capital, LLC
INCREASED212199+13+7%$54.1K$64.4K+$10.3K2026-11-04
CGC Financial Services, LLC
UNCHANGED21021000%$57.2K$57.2K+$362026-10-13
True Wealth Design, LLC
INCREASED205194+11+6%$52.8K$55.8K+$3.0K2026-10-13
Bay Harbor Wealth Management, LLC
INCREASED204191+13+7%$52.0K$55.6K+$3.6K2026-11-03
Arlington Trust Co LLC
INCREASED204193+11+6%$52.5K$55.5K+$3.0K2026-10-20
Joseph Group Capital Management
INCREASED203151+52+34%$41.1K$55.2K+$14.2K2026-11-04
Next Level Wealth Planning, LLC
NEW200—+200——$54.4K—2026-10-29
Investment Research & Advisory Group, Inc.
INCREASED194186+8+4%$66.1K$74.0K+$7.9K2026-10-19
Roxbury Financial LLC
UNCHANGED19219200%$52.2K$52.1K-$682026-10-01
Rothwell Investment Advisors, LLC
NEW189—+189——$51.5K—2026-11-06
Livelsberger Financial Advisory
NEW185—+185——$50.4K—2026-10-28
Marquette Asset Management, LLC
UNCHANGED18518500%$50.3K$50.3K+$252026-10-09
Oakmont Corp
UNCHANGED18018000%$49.0K$49.0K+$232026-11-09
Kentucky Trust Co
UNCHANGED17717700%$48.1K$48.2K+$232026-10-15
Bell Investment Advisors, Inc
INCREASED176160+16+10%$43.5K$47.9K+$4.4K2026-10-29
Latitude Advisors, LLC
NEW169—+169——$46.0K—2026-10-27
Lodestone Wealth Management LLC
INCREASED165164+1+1%$44.7K$44.8K+$1112026-10-14
Gilpin Wealth Management, LLC
INCREASED15999+60+61%$26.9K$43.3K+$16.3K2026-10-09
Creative Capital Management Investments LLC
INCREASED159136+23+17%$37.0K$43.3K+$6.3K2026-10-28
North Point Portfolio Managers Corp
NEW150—+150——$40.8K—2026-10-07
Halbert Hargrove Global Advisors, LLC
DECREASED150164-14-9%$44.6K$40.8K-$3.8K2026-10-16
Kings Path Partners LLC
UNCHANGED14714700%$40.0K$40.0K+$192026-10-21
Triumph Capital Management
INCREASED14472+72+100%$19.7K$39.3K+$19.6K2026-10-14
Align Financial, LLC
INCREASED142136+6+4%$37.0K$38.6K+$1.7K2026-10-16
Paladin Advisory Group, LLC
UNCHANGED14214200%$38.6K$38.6K+$182026-11-09
Beacon Financial Strategies Corp
UNCHANGED14214200%$38.6K$38.6K+$192026-10-14
Centerpoint Advisors, LLC
INCREASED141102+39+38%$28.0K$38-$28.0K2026-11-05
Chilton Capital Management LLC
UNCHANGED14114100%$38.4K$38.4K+$192026-10-28
Clark Wealth Partners
INCREASED13699+37+37%$27.0K$37.1K+$10.1K2026-10-19
West Branch Capital LLC
INCREASED135134+1+1%$36.6K$36.7K+$1142026-10-20
Toews Corp
UNCHANGED13213200%$35.9K$35.9K+$172026-11-09
Harbor Capital Advisors, Inc.
INCREASED12286+36+42%$23$33+$102026-10-22
Nova Financial LLC
NEW121—+121——$32.9K—2026-11-04
Towne Trust Company, N.a
INCREASED12167+54+81%$18.2K$32.9K+$14.7K2026-10-28
Bangor Savings Bank
DECREASED118148-30-20%$40.3K$32.1K-$8.1K2026-10-06
Dhjj Financial Advisors, Ltd.
UNCHANGED11711700%$31.8K$31.8K+$162026-10-23
Kozak & Associates, Inc.
UNCHANGED11611600%$32.2K$34.6K+$2.4K2026-10-29
Rachor Investment Advisory Services, LLC
UNCHANGED11011000%$30.1K$29.9K-$1162026-10-29
Axxion S.A.
UNCHANGED10810800%$29.4K$29.4K+$142026-10-22
NorthAvenue LLC
UNCHANGED10510500%$28.6K$28.6K+$142026-10-29
Bare Financial Services, Inc
INCREASED10494+10+11%$25.6K$28.3K+$2.7K2026-11-04
Acumen Wealth Advisors, LLC
INCREASED10339+64+164%$10.6K$28.0K+$17.4K2026-11-05
Financial Consulate, Inc
INCREASED10296+6+6%$26.1K$27.8K+$1.6K2026-10-23
John Boyer, Inc.
NEW100—+100——$27.3K—2026-10-27
Jcic Asset Management Inc.
UNCHANGED10010000%$24.3K$27.2K+$3.0K2026-10-30
Lipe & Dalton
UNCHANGED10010000%$27$27$02026-10-15
Syntax Research, Inc.
UNCHANGED999900%$26.9K$26.9K+$132026-11-04
Private Wealth Management Group, LLC
UNCHANGED989800%$26.7K$26.7K+$132026-10-19
Downshift Financial, LLC
INCREASED9766+31+47%$17.9K$26.4K+$8.4K2026-10-13
Proathlete Wealth Management LLC
NEW93—+93——$25.3K—2026-10-15
IMG Wealth Management, Inc.
INCREASED9276+16+21%$20.7K$25.0K+$4.4K2026-10-27
Mcdonald Partners LLC
UNCHANGED909000%$24.5K$24.5K+$122026-11-03
Paladin Partners, LLC
UNCHANGED909000%$24.5K$24.5K+$122026-10-06
Compass Financial Management LLC
INCREASED8725+62+248%$6.8K$23.7K+$16.9K2026-10-30
Horizon Financial Services, LLC
DECREASED86132-46-35%$35.9K$23.4K-$12.5K2026-11-04
Abound Wealth Management
INCREASED8676+10+13%$20.7K$23.5K+$2.7K2026-10-26
Bayforest Capital Ltd
DECREASED85181-96-53%$49.2K$23.1K-$26.1K2026-11-03
Kingdom Financial Group Llc.
INCREASED8573+12+16%$20.0K$23.2K+$3.2K2026-11-04
Financial Network Wealth Advisors LLC
INCREASED8578+7+9%$21.2K$23.1K+$1.9K2026-10-28
Your Advocates Ltd., LLP
UNCHANGED858500%$23.1K$23.1K+$112026-11-03
One River Asset Management, LLC
NEW84—+84——$22.9K—2026-10-21
Holos Integrated Wealth LLC
UNCHANGED818100%$22.9K$23.2K+$3152026-10-23
Essential Partners LLC
UNCHANGED757500%$20.4K$20.4K+$102026-10-14
Aspect Partners, LLC
INCREASED7264+8+13%$17.4K$19.6K+$2.2K2026-10-20
Smallwood Wealth Investment Management, LLC
UNCHANGED727200%$19.6K$19.6K+$92026-10-30
Hughes Financial Services, LLC
DECREASED7072-2-3%$19.6K$21.1K+$1.6K2026-10-30
Burk Holdings LLC
INCREASED6331+32+103%$8.4K$17.1K+$8.7K2026-11-05
William Mack & Associates, Inc.
NEW60—+60——$16.3K—2026-10-27
Buck Wealth Strategies, LLC
INCREASED5614+42+300%$3.8K$15.2K+$11.4K2026-10-28
Highland Investment Advisors LLC
UNCHANGED535300%$14.5K$14.5K+$72026-11-09
Contravisory Investment Management, Inc.
NEW51—+51——$13.9K—2026-10-13
DecisionPoint Financial, LLC
INCREASED5146+5+11%$12.8K$13.9K+$1.1K2026-10-27
Vermillion Wealth Management, Inc.
DECREASED50650-600-92%$176.8K$13.6K-$163.2K2026-10-26
Mosley Wealth Management
UNCHANGED494900%$13.4K$14.3K+$8572026-10-16
WestEnd Advisors, LLC
UNCHANGED484800%$13.1K$13.1K+$62026-10-27
Guinness Atkinson Asset Management Inc
UNCHANGED464600%$12.5K$12.5K+$62026-11-05
Quest 10 Wealth Builders, Inc.
UNCHANGED464600%$12.5K$12.5K+$62026-11-02
MJT & Associates Financial Advisory Group, Inc.
DECREASED4553-8-15%$14.4K$12.2K-$2.2K2026-10-07
DiNuzzo Private Wealth, Inc.
UNCHANGED434300%$11.7K$11.7K+$62026-10-16
Polaris Financial Partners
NEW39—+39——$11—2026-10-02
Planning Strategies Inc.
INCREASED3836+2+6%$9.8K$10.3K+$5492026-10-02
Retirement Wealth Solutions LLC
INCREASED3715+22+147%$4.1K$10.1K+$6.0K2026-10-07
Fiduciary Advisors, Inc.
INCREASED3510+25+250%$2.7K$9.5K+$6.8K2026-10-16
Essex Investment Management Co LLC
UNCHANGED353500%$9.5K$9.5K+$52026-10-19
Virginia Estate & Retirement Planning Advisors Inc.
UNCHANGED353500%$9.5K$9.5K+$52026-10-14
Boyd Watterson Asset Management LLC
UNCHANGED333300%$9.0K$9.0K+$42026-11-06
Phillip James Consulting Co.
UNCHANGED333300%$9.0K$9.0K+$42026-11-03
Noble Wealth Management PBC
DECREASED3137-6-16%$10.1K$8.4K-$1.6K2026-10-01
Peterson Wealth Management
UNCHANGED313100%$8.5K$8.5K+$482026-11-06
United Financial Planning Group LLC
UNCHANGED313100%$8.4K$8.4K+$42026-11-04
RMG Wealth Management LLC
UNCHANGED303000%$8.8K$8.9K+$762026-10-26
American Capital Advisory, LLC
UNCHANGED303000%$8.2K$8.2K+$42026-10-28
Winch Advisory Services, LLC
UNCHANGED292900%$7.9K$8.0K+$452026-11-06
KFG LLC
NEW28—+28——$7.6K—2026-11-02
Fortis Group Advisors, LLC
UNCHANGED282800%$7.6K$7.6K+$42026-11-06
Trifecta Capital Advisors, LLC
INCREASED252+23+1150%$544$6.8K+$6.3K2026-10-21
PFS Partners, LLC
UNCHANGED242400%$6.4K$6.4K+$372026-10-21
Park Square Financial Group, LLC
UNCHANGED242400%$6.5K$6.5K+$32026-11-09
1620 Investment Advisors, Inc.
UNCHANGED222200%$6.0K$6.0K+$32026-11-04
Bernzott Capital Advisors
NEW18—+18——$4.9K—2026-10-29
Aventus Investment Advisors, Inc.
UNCHANGED181800%$4.9K$4.9K+$22026-10-09
Tounjian Advisory Partners, LLC
INCREASED1511+4+36%$3.0K$4.1K+$1.1K2026-11-04
Tsfg, LLC
DECREASED1461-47-77%$17$4-$132026-10-23
PayPay Securities Corp
INCREASED1413+1+8%$3.5K$3.8K+$2742026-10-27
CKW Financial Group
NEW13—+13——$4—2026-10-29
McCarley & Cook Financial Planners
UNCHANGED131300%$3.5K$3.5K+$22026-10-21
Godsey & Gibb, Inc
NEW12—+12——$3.3K—2026-10-14
Quaker Wealth Management, LLC
UNCHANGED121200%$3.3K$3.3K+$22026-10-22
Sunrise Financial Services, LLC
UNCHANGED121200%$3.3K$3.3K+$22026-10-21
Three Bridge Wealth Advisors, LLC
NEW10—+10——$2.7K—2026-11-05
Navigoe, LLC
UNCHANGED9900%$2$2$02026-11-04
Maseco LLP
NEW7—+7——$1.9K—2026-10-27
Caitong International Asset Management Co., Ltd
DECREASED7363-356-98%$98.7K$1.9K-$96.8K2026-10-29
Strengthening Families & Communities, LLC
DECREASED632-26-81%$8.6K$1.6K-$7.0K2026-10-21
Breakwater Investment Management
INCREASED52+3+150%$544$1.4K+$8172026-10-20
Torren Management, LLC
UNCHANGED5500%$1.4K$1.4K+$82026-10-29
Cherry Tree Wealth Management, LLC
UNCHANGED4400%$952$953+$12026-10-15
Fairway Wealth LLC
NEW3—+3——$816—2026-10-30
Inspire Investing, LLC
UNCHANGED3300%$939$864-$752026-10-22
Maryland Capital Advisors Inc.
UNCHANGED2200%$544$545+$12026-10-15
Summit Securities Group LLC
DECREASED1138-137-99%$37.5K$272-$37.3K2026-11-05
Rakuten Securities, Inc.
DECREASED13-2-67%$816$272-$5442026-11-02
Hurley Capital, LLC
UNCHANGED1100%$273$275+$22026-11-05
Wellington Shields & Co., LLC
CLOSED016,088-16,088-100%$4.4M$0-$4.4M2026-11-03
Vestor Capital, LLC
CLOSED012,000-12,000-100%$148$0-$1482026-11-04
Wellington Shields Capital Management, LLC
CLOSED010,128-10,128-100%$2.8M$0-$2.8M2026-11-03
OMC Financial Services LTD
CLOSED09,649-9,649-100%$2.6M$0-$2.6M2026-10-19
Natixis
CLOSED08,834-8,834-100%$2.4M$0-$2.4M2026-11-06
Schear Investment Advisers, LLC
CLOSED06,186-6,186-100%$1.7M$0-$1.7M2026-10-14
Financiere des Professionnels - Fonds d'investissement inc.
CLOSED05,412-5,412-100%$1.5M$0-$1.5M2026-11-03
Croban
CLOSED04,916-4,916-100%$1.3M$0-$1.3M2026-11-09
Affiance Financial, LLC
CLOSED01,837-1,837-100%$499.7K$0-$499.7K2026-10-15
PCG Asset Management, LLC
CLOSED01,630-1,630-100%$443.4K$0-$443.4K2026-11-05
4Wealth Advisors, Inc.
CLOSED01,578-1,578-100%$430.3K$0-$430.3K2026-10-13
Dana Investment Advisors, Inc.
CLOSED01,452-1,452-100%$394.9K$0-$394.9K2026-11-06
Advisors Preferred, LLC
CLOSED01,376-1,376-100%$388.4K$0-$388.4K2026-11-09
Balboa Wealth Partners
CLOSED01,271-1,271-100%$345.7K$0-$345.7K2026-10-20
Central Pacific Bank - Trust Division
CLOSED01,187-1,187-100%$322.9K$0-$322.9K2026-10-06
Parker Financial LLC
CLOSED01,143-1,143-100%$310.7K$0-$310.7K2026-11-05
National Wealth Management Group, LLC
CLOSED01,124-1,124-100%$305.6K$0-$305.6K2026-10-26
Alpha Zero LLC
CLOSED01,086-1,086-100%$325.2K$0-$325.2K2026-11-06
Sepio Capital, LP
CLOSED01,079-1,079-100%$293.5K$0-$293.5K2026-10-22
Argus Investors' Counsel, Inc.
CLOSED01,050-1,050-100%$285.6K$0-$285.6K2026-10-09
Auto-Owners Insurance Co
CLOSED01,022-1,022-100%$278.0K$0-$278.0K2026-10-15
Sanchez Wealth Management Group
CLOSED01,010-1,010-100%$274.7K$0-$274.7K2026-11-02
Brick & Kyle, Associates
CLOSED0924-924-100%$224.3K$0-$224.3K2026-11-05
Tribridge Partners Financial LLC
CLOSED0911-911-100%$272.7K$0-$272.7K2026-11-09
Pacific Excel Wealth Advisors, Inc.
CLOSED0899-899-100%$244.5K$0-$244.5K2026-10-27
Johnson Financial Group, LLC
CLOSED0883-883-100%$240.2K$0-$240.2K2026-11-03
Clarity Wealth Development LLC
CLOSED0796-796-100%$216.4K$0-$216.4K2026-10-22
Destiny Wealth Partners, LLC
CLOSED0767-767-100%$224.2K$0-$224.2K2026-11-05
Grant Private Wealth Management Inc
CLOSED0765-765-100%$208.1K$0-$208.1K2026-10-19
Iowa State Bank
CLOSED0756-756-100%$205.6K$0-$205.6K2026-10-06
Falcon Wealth Planning
CLOSED0751-751-100%$204.3K$0-$204.3K2026-11-06
Apollon Financial, LLC
CLOSED0741-741-100%$201.6K$0-$201.6K2026-10-23
Alhambra Investment Management LLC
CLOSED0740-740-100%$201.3K$0-$201.3K2026-10-15
Mayfair Advisory Group, LLC
CLOSED0716-716-100%$220.2K$0-$220.2K2026-10-20
Robinswood Financial LLC
CLOSED0611-611-100%$166.2K$0-$166.2K2026-10-20
BankPlus Trust Department
CLOSED0600-600-100%$163.2K$0-$163.2K2026-11-06
Obsidian CIO, LLC
CLOSED0453-453-100%$123.3K$0-$123.3K2026-11-05
Wellington Grp LLC
CLOSED0353-353-100%$85.6K$0-$85.6K2026-11-06
Strategic Wealth Advisors LLC
CLOSED0313-313-100%$72$0-$722026-11-06
Cornerstone Planning Group LLC
CLOSED0274-274-100%$80.2K$0-$80.2K2026-10-16
Gill Capital Partners, LLC
CLOSED0256-256-100%$69.6K$0-$69.6K2026-10-13
Evolution Wealth Management Inc.
CLOSED091-91-100%$24.8K$0-$24.8K2026-10-28
LifeSteps Financial, Inc.
CLOSED076-76-100%$20.7K$0-$20.7K2026-10-15
Spectrum Wealth Advisory Group, LLC
CLOSED032-32-100%$8.7K$0-$8.7K2026-10-29
Activest Wealth Management
CLOSED030-30-100%$8.2K$0-$8.2K2026-10-15
Key Capital Management, Inc
CLOSED030-30-100%$8.2K$0-$8.2K2026-11-03
Atlatl Advisers LLC
CLOSED017-17-100%$4.6K$0-$4.6K2026-10-22
Stone House Investment Management, LLC
CLOSED07-7-100%$1.9K$0-$1.9K2026-10-23
GoalVest Advisory LLC
CLOSED04-4-100%$1.1K$0-$1.1K2026-10-02
Prairie Wealth Advisors, Inc.
UNCHANGED000—$1.1M$1.2M+$106.9K2026-10-29
BlackRock, Inc.
N/A—47,894,147-47,894,147-100%$13.0B———
Vanguard Capital Management LLC
N/A—38,772,919-38,772,919-100%$10.5B———
State Street Corp
N/A—27,890,598-27,890,598-100%$7.6B———
Capital World Investors
N/A—27,141,622-27,141,622-100%$7.4B———
Capital Research Global Investors
N/A—17,112,417-17,112,417-100%$4.7B———
JPMorgan Chase & Co
N/A—15,674,651-15,674,651-100%$4.3B———
Morgan Stanley
N/A—14,579,220-14,579,220-100%$4.0B———
Bank of America Corp
N/A—14,527,563-14,527,563-100%$4.0B———
Vanguard Portfolio Management LLC
N/A—14,282,006-14,282,006-100%$3.9B———
Norges Bank
N/A—7,553,360-7,553,360-100%$2.1B———
UBS Group AG
N/A—6,641,035-6,641,035-100%$1.8B———
Northern Trust Corp
N/A—6,531,872-6,531,872-100%$1.8B———
Invesco Ltd.
N/A—6,384,935-6,384,935-100%$1.7B———
Massachusetts Financial Services Co
N/A—6,272,629-6,272,629-100%$1.7B———
Franklin Resources Inc
N/A—5,900,349-5,900,349-100%$1.6B———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—5,738,003-5,738,003-100%$1.6B———
UBS Asset Management Americas LLC
N/A—5,064,015-5,064,015-100%$1.4B———
Ameriprise Financial Inc
N/A—4,633,815-4,633,815-100%$1.3B———
Raymond James Financial Inc
N/A—4,567,784-4,567,784-100%$1.2B———
Royal Bank of Canada
N/A—4,462,776-4,462,776-100%$1.2B———
Legal & General Group Plc
N/A—4,386,525-4,386,525-100%$1.2B———
Nuveen, LLC
N/A—4,329,943-4,329,943-100%$1.2B———
Canada Pension Plan Investment Board
N/A—4,024,549-4,024,549-100%$1.1B———
Charles Schwab Investment Management Inc
N/A—3,924,504-3,924,504-100%$1.1B———
Harris Associates L P
N/A—3,844,522-3,844,522-100%$1.0B———
Goldman Sachs Group Inc
N/A—3,773,366-3,773,366-100%$1.0B———
Wells Fargo & Company
N/A—3,723,463-3,723,463-100%$1.0B———
Vanguard Fiduciary Trust Co
N/A—3,338,662-3,338,662-100%$908.1M———
Capital International Investors
N/A—3,181,018-3,181,018-100%$865.3M———
State Farm Mutual Automobile Insurance Co
N/A—3,018,016-3,018,016-100%$820.9M———
Clearbridge Investments, LLC
N/A—3,004,295-3,004,295-100%$817.2M———
Price T Rowe Associates Inc
N/A—2,958,826-2,958,826-100%$804.8M———
Envestnet Asset Management Inc
N/A—2,583,702-2,583,702-100%$702.8M———
Arrowstreet Capital, Limited Partnership
N/A—2,357,775-2,357,775-100%$641.3M———
Slate Path Capital LP
N/A—2,302,604-2,302,604-100%$626.3M———
FMR LLC
N/A—2,225,248-2,225,248-100%$605.3M———
Baird Financial Group, Inc.
N/A—2,138,390-2,138,390-100%$581.6M———
Stifel Financial Corp
N/A—2,108,345-2,108,345-100%$573.5M———
Neuberger Berman Group LLC
N/A—2,066,771-2,066,771-100%$562.2M———
Viking Global Investors LP
N/A—2,047,332-2,047,332-100%$556.9M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—1,810,854-1,810,854-100%$492.6M———
Jupiter Topco LLC
N/A—1,762,230-1,762,230-100%$479.3M———
Alliancebernstein L.P.
N/A—1,723,631-1,723,631-100%$418.2M———
Swiss National Bank
N/A—1,674,600-1,674,600-100%$455.5M———
American Century Companies Inc
N/A—1,543,444-1,543,444-100%$419.8M———
Voya Investment Management LLC
N/A—1,513,438-1,513,438-100%$411.7M———
Cohen & Steers, Inc.
N/A—1,414,296-1,414,296-100%$384.7M———
National Pension Service
N/A—1,386,156-1,386,156-100%$377.0M———
EdgePoint Investment Group Inc.
N/A—1,292,811-1,292,811-100%$351.6M———
CIBC Bancorp USA Inc.
N/A—1,279,883-1,279,883-100%$348.5M———
Vanguard Global Advisers, LLC
N/A—1,278,353-1,278,353-100%$347.7M———
Mitsubishi UFJ Trust & Banking Corp
N/A—1,275,019-1,275,019-100%$346.8M———
Vanguard Asset Management, Ltd
N/A—1,261,097-1,261,097-100%$343.0M———
Two Sigma Investments, LP
N/A—1,254,083-1,254,083-100%$341.1M———
First Trust Advisors LP
N/A—1,229,428-1,229,428-100%$334.4M———
Baupost Group LLC
N/A—1,185,395-1,185,395-100%$322.4M———
HSBC Holdings PLC
N/A—1,120,130-1,120,130-100%$304.7M———
Rhumbline Advisers
N/A—1,090,804-1,090,804-100%$296.7M———
California Public Employees Retirement System
N/A—1,064,642-1,064,642-100%$289.6M———
Cercano Management LLC
N/A—1,028,382-1,028,382-100%$279.7M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—965,121-965,121-100%$262.5M———
Point72 Asset Management, L.P.
N/A—931,024-931,024-100%$253.2M———
BNP Paribas Financial Markets
N/A—919,900-919,900-100%$250.2M———
California State Teachers Retirement System
N/A—910,663-910,663-100%$247.7M———
Public Sector Pension Investment Board
N/A—887,678-887,678-100%$241.4M———
Menora Mivtachim Holdings Ltd.
N/A—878,350-878,350-100%$238.9M———
Victory Capital Management Inc
N/A—846,559-846,559-100%$230.3M———
Jennison Associates LLC
N/A—808,441-808,441-100%$219.9M———
Primecap Management Co
N/A—775,740-775,740-100%$211.0M———
Fayez Sarofim & Co
N/A—772,772-772,772-100%$210.2M———
Palestra Capital Management LLC
N/A—762,465-762,465-100%$207.4M———
FIL Ltd
N/A—742,074-742,074-100%$201.8M———
HighTower Advisors, LLC
N/A—708,990-708,990-100%$192.8M———
Natixis Advisors, LLC
N/A—701,207-701,207-100%$190.7M———
1832 Asset Management L.P.
N/A—676,183-676,183-100%$183.9M———
Diamond Hill Capital Management, LLC (Investment Advisor)
N/A—673,859-673,859-100%$183.3M———
Schroder Investment Management Group
N/A—671,411-671,411-100%$182.6M———
Jones Financial Companies Lllp
N/A—663,055-663,055-100%$178.0M———
First Manhattan Co. Llc.
N/A—647,042-647,042-100%$176.0M———
Tidal Investments LLC
N/A—641,366-641,366-100%$174.5M———
SG Americas Securities, LLC
N/A—640,101-640,101-100%$174.1M———
Rockefeller Capital Management L.P.
N/A—618,727-618,727-100%$168.3M———
Pinebridge Investments LLC
N/A—615,202-615,202-100%$167.3M———
New York State Common Retirement Fund
N/A—612,515-612,515-100%$166.6M———
Vanguard Investments Australia, Ltd.
N/A—592,285-592,285-100%$161.1M———
Royal London Asset Management LTD
N/A—579,158-579,158-100%$157.5M———
Ensign Peak Advisors, Inc
N/A—567,347-567,347-100%$154.3M———
Scharf Investments, LLC
N/A—542,136-542,136-100%$147.5M———
Citadel Advisors LLC
N/A—532,393-532,393-100%$144.8M———
Aviva PLC
N/A—522,442-522,442-100%$142.1M———
BNP Paribas Asset Management Holding S.A.
N/A—520,580-520,580-100%$141.6M———
Lord, Abbett & Co. LLC
N/A—519,664-519,664-100%$141.3M———
Commerce Bank
N/A—518,029-518,029-100%$140.9M———
Bridgewater Associates, LP
N/A—514,266-514,266-100%$139.9M———
PointState Capital LP
N/A—504,063-504,063-100%$137.1M———
State Board of Administration of Florida Retirement System
N/A—499,300-499,300-100%$135.8M———
Blair William & Co
N/A—487,778-487,778-100%$132.7M———
Bridges Investment Management Inc
N/A—480,021-480,021-100%$130.6M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—479,550-479,550-100%$130.1M———
APG Asset Management N.V.
N/A—473,769-473,769-100%$112.7M———
M&T Bank Corp
N/A—470,908-470,908-100%$128.1M———
Quantinno Capital Management LP
N/A—466,312-466,312-100%$126.8M———
Prudential Financial Inc
N/A—461,647-461,647-100%$125.6M———
Brookfield Corp
N/A—461,570-461,570-100%$125.5M———
Impax Asset Management Group plc
N/A—455,346-455,346-100%$123.9M———
Avantyr Capital Partners, LP
N/A—455,085-455,085-100%$123.8M———
Manufacturers Life Insurance Company, the
N/A—452,837-452,837-100%$123.2M———
Consulta Ltd
N/A—450,000-450,000-100%$122.4M———
Milford Funds LTD
N/A—443,806-443,806-100%$120.7M———
AQR Capital Management LLC
N/A—432,057-432,057-100%$116.4M———
Bristol John W & Co Inc
N/A—413,762-413,762-100%$112.5M———
Public Employees Retirement Association of Colorado
N/A—408,475-408,475-100%$111.1M———
Park Presidio Capital LLC
N/A—398,803-398,803-100%$108.5M———
Cerity Partners LLC
N/A—385,332-385,332-100%$104.8M———
Macquarie Group LTD
N/A—380,096-380,096-100%$103.4M———
Captrust Financial Advisors
N/A—358,748-358,748-100%$97.6M———
Cannell & Spears LLC
N/A—356,053-356,053-100%$96.8M———
Third Point LLCA
N/A—350,000-350,000-100%$95.2M———
Van Eck Associates Corp
N/A—348,942-348,942-100%$94.9M———
Rdst Capital LLC
N/A—328,055-328,055-100%$89.2M———
Corvex Management LPA
N/A—326,330-326,330-100%$88.8M———
Focus Partners Wealth
N/A—324,320-324,320-100%$88.2M———
Nomura Asset Management Co LTD
N/A—320,036-320,036-100%$87.0M———
SEI Investments Co
N/A—319,554-319,554-100%$86.9M———
State of Wisconsin Investment Board
N/A—316,893-316,893-100%$86.2M———
Glenmede Trust Co NA
N/A—316,653-316,653-100%$86.1M———
Life Cycle Investment Partners Ltd
N/A—314,896-314,896-100%$85.7M———
Voloridge Investment Management, LLC
N/A—314,096-314,096-100%$85.4M———
KLP Kapitalforvaltning AS
N/A—306,164-306,164-100%$83.3M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—296,589-296,589-100%$80.7M———
EP Wealth Advisors, LLC
N/A—293,323-293,323-100%$79.8M———
Chevy Chase Trust Holdings, LLC
N/A—291,389-291,389-100%$79.3M———
National Bank of Canada
N/A—289,624-289,624-100%$78.8M———
Silvercrest Asset Management Group LLC
N/A—286,672-286,672-100%$78.0M———
Omers Administration Corp
N/A—285,139-285,139-100%$77.6M———
Empyrean Capital Partners, LP
N/A—282,200-282,200-100%$76.8M———
Northwestern Mutual Wealth Management Co
N/A—280,437-280,437-100%$76.3M———
Treasurer of the State of North Carolina
N/A—279,644-279,644-100%$76.1M———
Wellington Management Group LLP
N/A—273,793-273,793-100%$74.5M———
Regal Partners Ltd
N/A—273,350-273,350-100%$74.4M———
Dodge & COX
N/A—260,902-260,902-100%$71.0M———
Klingenstein Fields & Co LP
N/A—259,487-259,487-100%$70.6M———
BLI - Banque de Luxembourg Investments
N/A—258,053-258,053-100%$70.5M———
LOS Angeles Capital Management LLC
N/A—255,773-255,773-100%$69.6M———
Cetera Investment Advisers
N/A—253,818-253,818-100%$69.0M———
Korea Investment Corp
N/A—251,650-251,650-100%$68.4M———
Magellan Asset Management Ltd
N/A—251,472-251,472-100%$68.4M———
Toronto Dominion Bank
N/A—240,936-240,936-100%$65.5M———
Peapack Gladstone Financial Corp
N/A—236,463-236,463-100%$64.3M———
Public Employees Retirement System of Ohio
N/A—229,286-229,286-100%$62.4M———
State of Tennessee, Department of Treasury
N/A—227,964-227,964-100%$62.0M———
Janney Montgomery Scott LLC
N/A—226,573-226,573-100%$61.6M———
Mariner, LLC
N/A—225,107-225,107-100%$61.2M———
Renaissance Technologies LLC
N/A—221,100-221,100-100%$60.1M———
TD Asset Management Inc
N/A—220,918-220,918-100%$60.1M———
River Road Asset Management, LLC
N/A—220,385-220,385-100%$59.9M———
Tredje Ap-fonden
N/A—219,612-219,612-100%$59.7M———
Brown Brothers Harriman & Co
N/A—213,794-213,794-100%$58.2M———
MML Investors Services, LLC
N/A—213,715-213,715-100%$58.1M———
Fuller & Thaler Asset Management, Inc.
N/A—209,035-209,035-100%$56.9M———
Cbre Investment Management Listed Real Assets LLC
N/A—201,852-201,852-100%$54.9M———
Osaic Holdings, Inc.
N/A—200,712-200,712-100%$54.6M———
Clark Capital Management Group, Inc.
N/A—199,068-199,068-100%$54.1M———
Susquehanna International Group, LLP
N/A—196,443-196,443-100%$53.4M———
Ironvine Capital Partners, LLC
N/A—191,825-191,825-100%$52.2M———
Capital International, Inc.
N/A—189,553-189,553-100%$51.6M———
Night Owl Capital Management, LLC
N/A—189,178-189,178-100%$51.5M———
O'shaughnessy Asset Management, LLC
N/A—189,038-189,038-100%$51.4M———
Guggenheim Capital LLC
N/A—187,798-187,798-100%$51.1M———
Dendur Capital LP
N/A—186,000-186,000-100%$50.6M———
EFG International AG
N/A—184,407-184,407-100%$50.2M———
Teacher Retirement System of Texas
N/A—181,973-181,973-100%$49.5M———
Bradley Foster & Sargent Inc
N/A—180,489-180,489-100%$49.1M———
Symmetry Investments LP
N/A—180,242-180,242-100%$49.0M———
Wilkinson Global Asset Management LLC
N/A—178,265-178,265-100%$48.5M———
NewEdge Advisors, LLC
N/A—177,077-177,077-100%$48.2M———
Resona Asset Management Co.,Ltd.
N/A—176,459-176,459-100%$48.0M———
Pinnacle Financial Partners, Inc.
N/A—175,107-175,107-100%$47.6M———
CIBC World Market Inc.
N/A—166,452-166,452-100%$45.3M———
Davis R M Inc
N/A—165,468-165,468-100%$45.0M———
Partners Group Holding AG
N/A—154,904-154,904-100%$42.1M———
Cullen Capital Management, LLC
N/A—152,353-152,353-100%$41.4M———
TCW Group Inc
N/A—148,946-148,946-100%$40.5M———
Mangrove Partners IM, LLC
N/A—148,098-148,098-100%$40.3M———
First Financial Bankshares Inc
N/A—146,588-146,588-100%$39.9M———
DnB Asset Management AS
N/A—142,671-142,671-100%$38.8M———
Skye Global Management LP
N/A—142,000-142,000-100%$38.6M———
&partners
N/A—141,283-141,283-100%$38.5M———
Mercer Global Advisors Inc
N/A—140,959-140,959-100%$38.3M———
Ruffer LLP
N/A—140,019-140,019-100%$38.0M———
MetLife Investment Management, LLC
N/A—137,402-137,402-100%$37.4M———
Capital Fund Management S.A.
N/A—137,287-137,287-100%$37.3M———
One Madison Group LLC
N/A—130,000-130,000-100%$35.4M———
Woodline Partners LP
N/A—129,583-129,583-100%$35.2M———
RWA Wealth Partners, LLC
N/A—129,217-129,217-100%$35.1M———
Cumberland Partners Ltd
N/A—129,041-129,041-100%$35.1M———
NewEdge Wealth, LLC
N/A—128,416-128,416-100%$34.9M———
MAI Capital Management
N/A—128,375-128,375-100%$34.9M———
Steward Partners Investment Advisory, LLC
N/A—125,622-125,622-100%$34.2M———
Beck Mack & Oliver LLC
N/A—122,132-122,132-100%$33.2M———
Boston Family Office LLC
N/A—119,221-119,221-100%$32.4M———
Lazard Asset Management LLC
N/A—116,510-116,510-100%$31.7M———
Hancock Whitney Corp
N/A—115,438-115,438-100%$31.4M———
Flputnam Investment Management Co
N/A—114,447-114,447-100%$31.1M———
Pathstone Holdings, LLC
N/A—113,113-113,113-100%$30.8M———
Bartlett & Co. Wealth Management LLC
N/A—113,015-113,015-100%$30.7M———
Sanctuary Advisors, LLC
N/A—109,273-109,273-100%$29.7M———
Yaupon Capital Management LP
N/A—108,219-108,219-100%$29.4M———
Vanguard Personalized Indexing Management, LLC
N/A—106,722-106,722-100%$29.0M———
Huntington National Bank
N/A—105,104-105,104-100%$28.6M———
Northwest & Ethical Investments L.P.
N/A—104,361-104,361-100%$28.4M———
QRG Capital Management, Inc.
N/A—102,949-102,949-100%$28.0M———
Becker Capital Management Inc
N/A—102,415-102,415-100%$27.9M———
Varma Mutual Pension Insurance Co
N/A—102,049-102,049-100%$27.8M———
Lakewood Capital Management, LP
N/A—101,700-101,700-100%$27.7M———
Federated Hermes, Inc.
N/A—98,574-98,574-100%$26.8M———
Arvin Capital Management LP
N/A—98,499-98,499-100%$26.8M———
Waverly Advisors, LLC
N/A—97,573-97,573-100%$26.5M———
Nissay Asset Management Corp N
N/A—96,007-96,007-100%$26.1M———
Sone Capital Management, LLC
N/A—95,813-95,813-100%$26.1M———
Renaissance Group LLC
N/A—94,444-94,444-100%$25.7M———
Systematic Alpha Investments, LLC
N/A—93,348-93,348-100%$25.4M———
Federation des caisses Desjardins du Quebec
N/A—92,140-92,140-100%$25.1M———
Fiduciary Trust Co
N/A—90,163-90,163-100%$24.5M———
Utah Retirement Systems
N/A—90,110-90,110-100%$24.5M———
Ilmarinen Mutual Pension Insurance Co
N/A—89,612-89,612-100%$24.4M———
British Columbia Investment Management Corp
N/A—89,070-89,070-100%$24.2M———
Prudential PLC
N/A—86,298-86,298-100%$23.5M———
Azimuth Capital Investment Management LLC
N/A—84,566-84,566-100%$23.0M———
Aristotle Atlantic Partners, LLC
N/A—83,150-83,150-100%$22.6M———
Edgar Lomax Co
N/A—81,125-81,125-100%$22.1M———
Marshall Wace, LLP
N/A—81,027-81,027-100%$22.0M———
Envestnet Portfolio Solutions, Inc.
N/A—80,345-80,345-100%$21.9M———
Mediolanum International Funds Ltd
N/A—79,197-79,197-100%$21.6M———
Select Equity Group, L.P.
N/A—79,100-79,100-100%$21.5M———
Nicola Wealth Management Ltd.
N/A—78,500-78,500-100%$21.4M———
Westwood Holdings Group Inc
N/A—78,168-78,168-100%$21.3M———
Alley Investment Management Company, LLC
N/A—76,467-76,467-100%$20.8M———
Tradewinds, Llc.
N/A—75,651-75,651-100%$1.1M———
Andra Ap-fonden
N/A—72,573-72,573-100%$19.7M———
Nomura Asset Management International Inc.
N/A—70,799-70,799-100%$19.3M———
S&CO Inc
N/A—69,353-69,353-100%$18.9M———
Haverford Trust Co
N/A—69,240-69,240-100%$18.8M———
Rafferty Asset Management, LLC
N/A—66,673-66,673-100%$18.1M———
Vinva Investment Management Ltd
N/A—66,414-66,414-100%$18.1M———
Credit Agricole S A
N/A—65,864-65,864-100%$17.9M———
Sirios Capital Management L P
N/A—64,535-64,535-100%$17.6M———
Colonial Trust Advisors
N/A—64,049-64,049-100%$17.4M———
First National Bank of Omaha
N/A—63,263-63,263-100%$17.2M———
Caisse de Depot ET Placement DU Quebec
N/A—62,793-62,793-100%$17.1M———
Bragg Financial Advisors, Inc
N/A—61,726-61,726-100%$16.8M———
Miramar Capital, LLC
N/A—60,858-60,858-100%$16.6M———
BNP Paribas
N/A—60,465-60,465-100%$16.5M———
Empowered Funds, LLC
N/A—59,904-59,904-100%$16.3M———
Alyeska Investment Group, L.P.
N/A—59,728-59,728-100%$16.2M———
Erste Asset Management GmbH
N/A—59,559-59,559-100%$16.2M———
Brown Advisory Inc
N/A—59,540-59,540-100%$16.2M———
Allstate Corp
N/A—59,061-59,061-100%$16.1M———
Millennium Management LLC
N/A—57,811-57,811-100%$15.7M———
Estabrook Capital Management
N/A—57,412-57,412-100%$15.6M———
Orion Porfolio Solutions, LLC
N/A—57,318-57,318-100%$15.6M———
Madison Asset Management, LLC
N/A—57,293-57,293-100%$15.6M———
TriCert Investment Counsel Inc.
N/A—55,741-55,741-100%$15.2M———
Walleye Trading LLC
N/A—53,980-53,980-100%$14.7M———
Bank of Nova Scotia
N/A—52,929-52,929-100%$14.4M———
Old West Investment Management, LLC
N/A—52,870-52,870-100%$14.4M———
Man Group plc
N/A—52,738-52,738-100%$14.3M———
Nomura Holdings Inc
N/A—52,736-52,736-100%$14.3M———
Composition Wealth, LLC
N/A—52,431-52,431-100%$14.3M———
Artisan Partners Limited Partnership
N/A—52,199-52,199-100%$14.2M———
Howe & Rusling Inc
N/A—51,684-51,684-100%$14.1M———
Tocqueville Asset Management L.P.
N/A—50,862-50,862-100%$13.8M———
Amica Mutual Insurance Co
N/A—50,724-50,724-100%$13.8M———
Fiduciary Group, LLC
N/A—50,062-50,062-100%$13.6M———
Advisors Asset Management, Inc.
N/A—49,661-49,661-100%$13.5M———
Beacon Pointe Advisors, LLC
N/A—49,545-49,545-100%$13.5M———
Atlantic Union Bankshares Corp
N/A—49,154-49,154-100%$13.4M———
Sequoia Financial Advisors, LLC
N/A—48,685-48,685-100%$13.2M———
Allianz Asset Management GmbH
N/A—48,088-48,088-100%$13.1M———
South Dakota Investment Council
N/A—47,781-47,781-100%$13.0M———
Sand Hill Global Advisors, LLC
N/A—47,506-47,506-100%$12.9M———
Worldquant Millennium Advisors LLC
N/A—47,470-47,470-100%$12.9M———
Teachers Retirement System of the State of Kentucky
N/A—47,460-47,460-100%$12.9M———
Capital Innovations LLC
N/A—47,283-47,283-100%$12.9M———
Stephens Inc
N/A—47,151-47,151-100%$12.9M———
Arkadios Wealth Advisors
N/A—47,032-47,032-100%$12.8M———
Capital International Sarl
N/A—46,037-46,037-100%$12.5M———
Pacer Advisors, Inc.
N/A—45,587-45,587-100%$12.4M———
United Capital Financial Advisors, LLC
N/A—45,170-45,170-100%$12.3M———
Polar Asset Management Partners Inc.
N/A—44,600-44,600-100%$12.1M———
Anchor Investment Management, LLC
N/A—44,559-44,559-100%$12.1M———
Daiichi Life Insurance Co., Ltd.
N/A—44,364-44,364-100%$12.1M———
Jane Street Group, LLC
N/A—44,135-44,135-100%$12.0M———
Dakota Wealth Management
N/A—44,093-44,093-100%$12.0M———
Sagefield Capital LP
N/A—43,939-43,939-100%$12.0M———
KCM Capital Inc
N/A—43,923-43,923-100%$11.9M———
Elo Mutual Pension Insurance Co
N/A—43,426-43,426-100%$11.8M———
SIT Investment Associates Inc
N/A—43,128-43,128-100%$11.7M———
Strategic Wealth Partners, Ltd.
N/A—43,115-43,115-100%$11.7M———
Gotham Asset Management, LLC
N/A—42,527-42,527-100%$11.6M———
Douglass Winthrop Advisors, LLC
N/A—42,118-42,118-100%$11.5M———
Caspian Capital LP
N/A—42,000-42,000-100%$11.4M———
Cinctive Capital Management LP
N/A—41,593-41,593-100%$11.3M———
Saudi Central Bank
N/A—41,558-41,558-100%$11.3M———
Ashford Capital Management Inc
N/A—41,345-41,345-100%$11.2M———
Johnson Investment Counsel Inc
N/A—40,815-40,815-100%$11.1M———
Ingalls & Snyder LLC
N/A—40,484-40,484-100%$11.0M———
Borer Denton & Associates, Inc.
N/A—40,451-40,451-100%$11.0M———
Investment Management Corp of Ontario
N/A—39,960-39,960-100%$10.9M———
Voleon Capital Management LP
N/A—39,781-39,781-100%$10.8M———
HRT Financial LP
N/A—39,646-39,646-100%$10.8M———
Resolution Capital Ltd
N/A—38,949-38,949-100%$10.6M———
BW Gestao de Investimentos Ltda.
N/A—38,800-38,800-100%$10.6M———
Rodgers Brothers Inc.
N/A—38,699-38,699-100%$10.5M———
AE Wealth Management LLC
N/A—38,471-38,471-100%$10.5M———
DRH Investments, Inc.
N/A—38,364-38,364-100%$10.4M———
Kentucky Retirement Systems
N/A—37,755-37,755-100%$10.3M———
World Investment Advisors
N/A—37,642-37,642-100%$9.2M———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—37,239-37,239-100%$10.1M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—37,119-37,119-100%$10.1M———
Horizon Investments, LLC
N/A—37,053-37,053-100%$10.1M———
Dearborn Partners LLC
N/A—36,683-36,683-100%$10.0M———
Rothschild Investment LLC
N/A—36,190-36,190-100%$9.8M———
Whittier Trust Co
N/A—36,096-36,096-100%$10.2M———
Shelter Mutual Insurance Co
N/A—35,523-35,523-100%$9.7M———
Westpac Banking Corp
N/A—35,519-35,519-100%$9.7M———
Benjamin Edwards Inc
N/A—34,896-34,896-100%$9.5M———
Bcwm, LLC
N/A—34,613-34,613-100%$9.4M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—34,477-34,477-100%$9.4M———
Trexquant Investment LP
N/A—34,474-34,474-100%$9.4M———
VAN Lanschot Kempen Investment Management N.V.
N/A—34,064-34,064-100%$9.3M———
Adalta Capital Management LLC
N/A—33,685-33,685-100%$9.2M———
Scotia Capital Inc.
N/A—33,663-33,663-100%$9.2M———
Quadrature Capital Ltd
N/A—32,944-32,944-100%$9.0M———
Allianz SE
N/A—32,457-32,457-100%$8.8M———
Fred Alger Management, LLC
N/A—32,363-32,363-100%$8.8M———
Aptus Capital Advisors, LLC
N/A—32,217-32,217-100%$8.8M———
Onex Canada Asset Management Inc.
N/A—32,144-32,144-100%$8.7M———
SCS Capital Management LLC
N/A—32,089-32,089-100%$8.7M———
North Star Asset Management Inc
N/A—31,776-31,776-100%$8.6M———
Private Advisor Group, LLC
N/A—31,597-31,597-100%$8.6M———
Vestmark Advisory Solutions, Inc.
N/A—31,396-31,396-100%$8.5M———
All Terrain Financial Advisors, LLC
N/A—31,360-31,360-100%$8.5M———
D. E. Shaw & Co., Inc.
N/A—30,907-30,907-100%$8.4M———
Cresset Asset Management, LLC
N/A—30,722-30,722-100%$8.4M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—30,612-30,612-100%$8.3M———
Sompo Asset Management Co., Ltd.
N/A—30,307-30,307-100%$8.2M———
Scopus Asset Management, L.P.
N/A—30,000-30,000-100%$8.2M———
Saraza Management, LP
N/A—30,000-30,000-100%$8.2M———
Canal Capital Management, LLC
N/A—29,831-29,831-100%$8.1M———
Cape COD Five Cents Savings Bank
N/A—29,811-29,811-100%$8.1M———
Global Retirement Partners, LLC
N/A—29,706-29,706-100%$8.1M———
Principal Securities, Inc.
N/A—29,459-29,459-100%$8.0M———
Snowden Capital Advisors LLC
N/A—29,450-29,450-100%$8.0M———
Laird Norton Wetherby Trust Company, LLC
N/A—29,149-29,149-100%$7.9M———
Ancora Advisors LLCA
N/A—29,045-29,045-100%$7.9M———
Arax Advisory Partners
N/A—28,857-28,857-100%$7.8M———
Palisade Capital Management, LP
N/A—28,790-28,790-100%$7.8M———
CapitalatWork S.A.
N/A—28,750-28,750-100%$7.8M———
Rathbones Group PLC
N/A—28,576-28,576-100%$7.8M———
American Money Management, LLC
N/A—28,453-28,453-100%$7.7M———
Callan Family Office, LLC
N/A—27,864-27,864-100%$7.6M———
Stamos Capital Partners, L.P.
N/A—27,794-27,794-100%$7.6M———
Norinchukin Bank, The
N/A—27,713-27,713-100%$7.5M———
BFC Planning, Inc.
N/A—27,684-27,684-100%$7.5M———
Centric Wealth Management
N/A—27,680-27,680-100%$7.8M———
Kingsview Wealth Management, LLC
N/A—27,560-27,560-100%$7.5M———
Vident Advisory, LLC
N/A—27,078-27,078-100%$7.4M———
IVY Lane Capital Management, LLC
N/A—27,000-27,000-100%$7.3M———
Parallax Volatility Advisers, L.P.
N/A—26,407-26,407-100%$7.2M———
Colonial Trust Co / SC
N/A—26,284-26,284-100%$7.1M———
Moore Capital Management, LP
N/A—26,195-26,195-100%$7.1M———
Bollard Group LLC
N/A—26,190-26,190-100%$7.1M———
Whittier Trust Co of Nevada Inc
N/A—26,148-26,148-100%$7.4M———
Wills Financial Group LLC
N/A—25,959-25,959-100%$7.1M———
Integrated Wealth Concepts LLC
N/A—25,853-25,853-100%$7.0M———
Gardner Russo & Quinn LLC
N/A—25,841-25,841-100%$7.0M———
Edmond de Rothschild Holding S.A.
N/A—25,833-25,833-100%$7.0M———
Hemenway Trust Co LLC
N/A—25,310-25,310-100%$6.9M———
CI Investments Inc.
N/A—25,201-25,201-100%$6.9M———
Wealthspire Advisors, LLC
N/A—24,850-24,850-100%$6.8M———
Advisory Services Network, LLC
N/A—24,795-24,795-100%$6.7M———
Dkrt Investments Corp.
N/A—24,700-24,700-100%$6.7M———
Zurich Insurance Group Ltd
N/A—24,700-24,700-100%$6.7M———
Whalerock Point Partners, LLC
N/A—24,220-24,220-100%$6.6M———
Obion Capital Management LP
N/A—24,200-24,200-100%$6.6M———
Lombard Odier Asset Management (Switzerland) SA
N/A—23,702-23,702-100%$6.4M———
Banque Cantonale Vaudoise
N/A—23,649-23,649-100%$6.4M———
Opal Capital LLC
N/A—23,620-23,620-100%$6.4M———
Mufg Securities Emea plc
N/A—23,236-23,236-100%$6.3M———
Curi Capital, LLC
N/A—22,966-22,966-100%$6.2M———
Moneta Group Investment Advisors LLC
N/A—22,827-22,827-100%$6.2M———
Mosaic Financial Group, LLC
N/A—22,763-22,763-100%$6.2M———
Brentview Investment Management LLC
N/A—22,441-22,441-100%$6.1M———
Commerzbank Aktiengesellschaft
N/A—22,419-22,419-100%$6.1M———
K.J. Harrison & Partners Inc
N/A—22,350-22,350-100%$6.1M———
XTX Topco Ltd
N/A—22,095-22,095-100%$6.0M———
Ilex Capital Partners (UK) LLP
N/A—21,933-21,933-100%$6.0M———
Summit Trail Advisors, LLC
N/A—21,569-21,569-100%$5.9M———
Tower Bridge Advisors
N/A—21,519-21,519-100%$5.9M———
Empirical Finance, LLC
N/A—21,456-21,456-100%$5.8M———
Equitable Holdings, Inc.
N/A—21,331-21,331-100%$5.8M———
Bleakley Financial Group, LLC
N/A—21,111-21,111-100%$5.7M———
Taylor Hoffman Capital Management LLC
N/A—20,926-20,926-100%$5.7M———
Pring Turner Capital Group Inc
N/A—20,567-20,567-100%$6.1M———
F/m Investments LLC
N/A—20,517-20,517-100%$5.6M———
Hodges Capital Management Inc.
N/A—20,221-20,221-100%$5.5M———
SMA Capital LLC
N/A—20,000-20,000-100%$5.4M———
Metis Global Partners, LLC
N/A—19,664-19,664-100%$5.3M———
Bluespring Wealth Management, LLC
N/A—19,582-19,582-100%$5.3M———
Drexel Morgan & Co.
N/A—19,373-19,373-100%$5.3M———
Dean Investment Associates, LLC
N/A—19,305-19,305-100%$5.3M———
Hayek Kallen Investment Management
N/A—19,142-19,142-100%$5.2M———
Siemens Fonds Invest GmbH
N/A—19,098-19,098-100%$5.2M———
Northwestern Mutual Investment Management Company, LLC
N/A—19,035-19,035-100%$5.2M———
Evercore Wealth Management, LLC
N/A—19,018-19,018-100%$5.2M———
Windward Capital Management Co
N/A—18,971-18,971-100%$5.2M———
Kerrisdale Advisers, LLC
N/A—18,952-18,952-100%$5.2M———
FAS Wealth Partners, Inc.
N/A—18,807-18,807-100%$5.1M———
L & S Advisors Inc
N/A—18,767-18,767-100%$5.1M———
Arvest Bank Trust Division
N/A—18,756-18,756-100%$5.1M———
Gladstone Institutional Advisory LLC
N/A—18,724-18,724-100%$5.1M———
Turas Capital Management LP
N/A—18,600-18,600-100%$5.1M———
LMR Partners LLP
N/A—18,569-18,569-100%$5.1M———
Cary Street Partners Financial LLC
N/A—18,478-18,478-100%$5.0M———
CreativeOne Wealth, LLC
N/A—18,450-18,450-100%$5.0M———
BBR Partners, LLC
N/A—18,382-18,382-100%$5.0M———
Elk River Wealth Management LLC
N/A—18,319-18,319-100%$5.0M———
Logan Capital Management Inc
N/A—18,287-18,287-100%$5.0M———
Martingale Asset Management L P
N/A—17,925-17,925-100%$4.9M———
Mufg Securities Americas Inc.
N/A—17,882-17,882-100%$4.9M———
Morgan Dempsey Capital Management LLC
N/A—17,834-17,834-100%$4.9M———
Focus Partners Advisor Solutions, LLC
N/A—17,460-17,460-100%$4.7M———
Stratos Wealth Partners, Ltd.
N/A—17,436-17,436-100%$4.7M———
Caprock Group, LLC
N/A—17,381-17,381-100%$4.7M———
Eventide Asset Management, LLC
N/A—17,375-17,375-100%$4.7M———
Simmons Bank
N/A—17,276-17,276-100%$4.7M———
Ameritas Investment Partners, Inc.
N/A—17,054-17,054-100%$4.6M———
Independent Advisor Alliance
N/A—16,742-16,742-100%$4.6M———
New England Asset Management Inc
N/A—16,656-16,656-100%$4.5M———
Oxbow Advisors, LLC
N/A—16,586-16,586-100%$4.5M———
Balyasny Asset Management L.P.
N/A—16,579-16,579-100%$4.5M———
HM Payson & Co
N/A—16,279-16,279-100%$4.4M———
Stock Yards Bank & Trust Co
N/A—16,228-16,228-100%$4.4M———
Cantor Fitzgerald, L. P.
N/A—16,221-16,221-100%$4.4M———
Jain Global LLC
N/A—16,023-16,023-100%$4.4M———
IEQ Capital, LLC
N/A—15,928-15,928-100%$4.3M———
Kentucky Retirement Systems Insurance Trust Fund
N/A—15,668-15,668-100%$4.3M———
Transcend Capital Advisors, LLC
N/A—15,377-15,377-100%$4.2M———
Quest Investment Management LLC
N/A—15,353-15,353-100%$4.2M———
Meeder Advisory Services, Inc.
N/A—15,252-15,252-100%$4.1M———
Harvest Portfolios Group Inc.
N/A—15,105-15,105-100%$4.1M———
SlateStone Wealth, LLC
N/A—15,074-15,074-100%$4.1M———
Choate Investment Advisors
N/A—15,059-15,059-100%$4.1M———
KP Management LLC
N/A—15,000-15,000-100%$4.1M———
Barbara Oil Co.
N/A—15,000-15,000-100%$4.1M———
OneDigital Investment Advisors LLC
N/A—14,977-14,977-100%$4.1M———
Kayne Anderson Rudnick Investment Management LLC
N/A—14,778-14,778-100%$4.0M———
Vickerman Investment Advisors, Inc.
N/A—14,663-14,663-100%$4.0M———
Freestone Grove Partners LP
N/A—14,564-14,564-100%$4.0M———
Summit Financial, LLC
N/A—14,370-14,370-100%$3.9M———
Northstar Group, Inc.
N/A—14,361-14,361-100%$3.9M———
Cvfg LLC
N/A—14,010-14,010-100%$3.8M———
Peak Asset Management, LLC
N/A—13,934-13,934-100%$3.8M———
Gould Capital, LLC
N/A—13,834-13,834-100%$3.8M———
Smith, Moore & Co.
N/A—13,742-13,742-100%$3.7M———
SIG Brokerage, LP
N/A—13,640-13,640-100%$3.7M———
Walsky Investment Management, Inc.
N/A—13,497-13,497-100%$3.7M———
Tulsa Wealth Advisors, Inc
N/A—13,132-13,132-100%$3.6M———
44 Wealth Management LLC
N/A—13,113-13,113-100%$3.6M———
Meiji Yasuda Asset Management Co Ltd.
N/A—13,074-13,074-100%$3.6M———
Van Hulzen Asset Management, LLC
N/A—13,067-13,067-100%$3.6M———
Hutner Capital Management Inc
N/A—13,053-13,053-100%$3.6M———
Roundview Capital LLC
N/A—13,005-13,005-100%$3.5M———
Ballentine Partners, LLC
N/A—12,921-12,921-100%$3.5M———
Hudson Bay Capital Management LP
N/A—12,800-12,800-100%$3.5M———
Private Wealth Asset Management, LLC
N/A—12,767-12,767-100%$3.5M———
Baldwin Investment Management, LLC
N/A—12,763-12,763-100%$3.5M———
Intrust Bank NA
N/A—12,566-12,566-100%$3.4M———
Essex Financial Services, Inc.
N/A—12,562-12,562-100%$3.4M———
Foster & Motley Inc
N/A—12,499-12,499-100%$3.4M———
WCG Wealth Advisors LLC
N/A—12,483-12,483-100%$3.4M———
IHT Wealth Management, LLC
N/A—12,444-12,444-100%$3.4M———
Hilltop Holdings Inc.
N/A—12,402-12,402-100%$3.4M———
Chilton Investment Co Inc.
N/A—12,308-12,308-100%$3.3M———
Kirtland Hills Capital Management, LLC
N/A—12,301-12,301-100%$3.3M———
Alpine Woods Capital Investors, LLC
N/A—12,200-12,200-100%$3.3M———
Dockside LLC
N/A—12,186-12,186-100%$3.3M———
Two Sigma Securities, LLC
N/A—11,885-11,885-100%$3.2M———
Vestcor Inc
N/A—11,681-11,681-100%$3.2M———
Schonfeld Strategic Advisors LLC
N/A—11,587-11,587-100%$3.2M———
Ripple Effect Asset Management LP
N/A—11,500-11,500-100%$3.1M———
Jump Financial, LLC
N/A—11,500-11,500-100%$3.1M———
Meridian Wealth Advisors, LLC
N/A—11,469-11,469-100%$3.1M———
Bank of Hawaii
N/A—11,351-11,351-100%$3.1M———
PFG Investments, LLC
N/A—11,307-11,307-100%$3.1M———
Kensington Investment Counsel, LLC
N/A—11,276-11,276-100%$3.1M———
Earnest Partners LLC
N/A—11,258-11,258-100%$3.1M———
Twin Tree Management, LP
N/A—11,229-11,229-100%$3.1M———
Ameriflex Group, Inc.
N/A—11,066-11,066-100%$3.0M———
Broderick Brian C
N/A—11,050-11,050-100%$3.0M———
Yukon Wealth Management, Inc.
N/A—11,041-11,041-100%$3.0M———
Security National Bank of SO DAK
N/A—10,813-10,813-100%$2.9M———
Naviter Wealth, LLC
N/A—10,619-10,619-100%$2.9M———
Security National Bank of Sioux City Iowa
N/A—10,566-10,566-100%$2.9M———
East Coast Asset Management, Llc.
N/A—10,454-10,454-100%$2.8M———
Smartleaf Asset Management LLC
N/A—10,418-10,418-100%$2.8M———
Fidelis Capital Partners, LLC
N/A—10,242-10,242-100%$2.8M———
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A—10,229-10,229-100%$2.8M———
Roberts Glore & Co Inc
N/A—10,069-10,069-100%$2.7M———
Savvy Advisors, Inc.
N/A—10,011-10,011-100%$2.7M———
SWP Investment Management LLC
N/A—9,720-9,720-100%$2.6M———
Soros Capital Management LLC
N/A—9,555-9,555-100%$2.6M———
Icon Advisers Inc
N/A—9,370-9,370-100%$2.5M———
Pettyjohn, Wood & White, Inc
N/A—9,236-9,236-100%$2.5M———
Tiaa Wealth Investment Management LLC
N/A—9,156-9,156-100%$2.5M———
Winthrop Partners - WNY, LLC
N/A—9,123-9,123-100%$2.5M———
Dorsey & Whitney Trust Co LLC
N/A—9,058-9,058-100%$2.5M———
Campbell & Co Investment Adviser LLC
N/A—9,038-9,038-100%$2.5M———
ST Germain D J Co Inc
N/A—8,945-8,945-100%$2.4M———
J. Goldman & Co LP
N/A—8,872-8,872-100%$2.4M———
Westport Asset Management Inc
N/A—8,800-8,800-100%$2.4M———
Orleans Capital Management Corp
N/A—8,733-8,733-100%$2.4M———
Forum Finance Group S.A.
N/A—8,700-8,700-100%$1.9K———
Ninepoint Partners LP
N/A—8,629-8,629-100%$2.3M———
Mutual Advisors, LLC
N/A—8,584-8,584-100%$2.3M———
Circle Wealth Management, LLC
N/A—8,554-8,554-100%$2.3M———
Blue Chip Partners, LLC
N/A—8,508-8,508-100%$2.3M———
Modern Wealth Management, LLC
N/A—8,501-8,501-100%$2.3M———
Tower Research Capital LLC (TRC)
N/A—8,451-8,451-100%$2.3M———
Clare Market Investments LLC
N/A—8,353-8,353-100%$2.3M———
Orion Investment Co
N/A—8,267-8,267-100%$2.2M———
Syon Capital LLC
N/A—8,238-8,238-100%$2.2M———
AustralianSuper Pty Ltd
N/A—8,214-8,214-100%$2.2M———
Dividend Assets Capital, LLC
N/A—8,196-8,196-100%$2.2M———
Allred Capital Management, LLC
N/A—8,096-8,096-100%$2.2M———
Bouchey Financial Group, Ltd.
N/A—8,030-8,030-100%$2.2M———
Highview Capital Management LLC
N/A—7,969-7,969-100%$2.2M———
NorthRock Partners, LLC
N/A—7,968-7,968-100%$2.2M———
Permanent Capital Management, LP
N/A—7,913-7,913-100%$2.2M———
USS Investment Management Ltd
N/A—7,900-7,900-100%$2.1M———
Shay Capital LLC
N/A—7,800-7,800-100%$2.1M———
Berkshire Asset Management LLC
N/A—7,722-7,722-100%$2.1M———
Mirova
N/A—7,707-7,707-100%$2.1M———
Spinnaker Trust
N/A—7,640-7,640-100%$2.1M———
Icon Wealth Advisors, LLC
N/A—7,628-7,628-100%$2.1M———
Alaethes Wealth, LLC
N/A—7,626-7,626-100%$2.1M———
Annandale Capital, LLC
N/A—7,610-7,610-100%$2.1M———
Nicolet Bankshares Inc
N/A—7,603-7,603-100%$2.1M———
Jaffetilchin Investment Partners, LLC
N/A—7,600-7,600-100%$2.1M———
RiverFront Investment Group, LLC
N/A—7,559-7,559-100%$2.1M———
WealthShield Partners, LLC
N/A—7,544-7,544-100%$2.1M———
Tyche Wealth Partners LLC
N/A—7,493-7,493-100%$2.0M———
1ST Source Bank
N/A—7,435-7,435-100%$2.0M———
Banco de Sabadell, S.a
N/A—7,403-7,403-100%$2.0M———
Corsicana & Co.
N/A—7,330-7,330-100%$2.0M———
Intellectus Partners, LLC
N/A—7,322-7,322-100%$2.0M———
Field & Main Bank
N/A—7,265-7,265-100%$2.0M———
Advisors Capital Management, LLC
N/A—7,247-7,247-100%$2.0M———
SOA Wealth Advisors, Llc.
N/A—7,160-7,160-100%$352.7K———
Rehmann Capital Advisory Group
N/A—7,130-7,130-100%$1.9M———
Dark Forest Capital Management LP
N/A—7,114-7,114-100%$1.9M———
Sumitomo Life Insurance Co
N/A—7,105-7,105-100%$1.9M———
Groupama Asset Managment
N/A—6,973-6,973-100%$1.9M———
Intesa Sanpaolo S.p.A.
N/A—6,909-6,909-100%$1.9M———
Auxier Asset Management LLC
N/A—6,890-6,890-100%$1.9M———
Magnolia Capital Advisors LLC
N/A—6,865-6,865-100%$1.9M———
Coastal Bridge Advisors, LLC
N/A—6,837-6,837-100%$1.9M———
Mitchell Mcleod Pugh & Williams Inc
N/A—6,830-6,830-100%$1.9M———
Garrison Point Advisors, LLC
N/A—6,795-6,795-100%$1.8M———
McMillan Office, Inc.
N/A—6,764-6,764-100%$1.8M———
Medallion Wealth Advisors, LLC
N/A—6,756-6,756-100%$1.8M———
Walleye Capital LLC
N/A—6,720-6,720-100%$1.8M———
First American Trust, FSB
N/A—6,687-6,687-100%$1.8M———
IFC Advisors LLC
N/A—6,619-6,619-100%$1.8M———
Employees Retirement System of Texas
N/A—6,611-6,611-100%$1.8M———
Hills Bank & Trust Co
N/A—6,600-6,600-100%$1.8M———
Numerai GP LLC
N/A—6,580-6,580-100%$1.8M———
Navellier & Associates Inc
N/A—6,485-6,485-100%$1.8M———
Fortune Financial Advisors, LLC
N/A—6,463-6,463-100%$1.8M———
Columbia River Financial Group, LLC
N/A—6,442-6,442-100%$1.8M———
Main Street Financial Solutions, LLC
N/A—6,439-6,439-100%$1.8M———
BOK Financial Private Wealth, Inc.
N/A—6,410-6,410-100%$1.7M———
Cofg Advisors, LLC
N/A—6,390-6,390-100%$1.7M———
Ameritas Advisory Services, LLC
N/A—6,297-6,297-100%$1.7M———
Cambient Family Office, LLC
N/A—6,200-6,200-100%$1.7M———
Advyzon Investment Management, LLC
N/A—6,187-6,187-100%$1.7M———
Resources Management Corp
N/A—6,155-6,155-100%$1.7M———
Sunflower Bank, N.A.
N/A—6,147-6,147-100%$1.7M———
Kiley Juergens Wealth Management, LLC
N/A—6,143-6,143-100%$1.7M———
Atlanta Consulting Group Advisors, LLC
N/A—6,101-6,101-100%$1.7M———
Ally Financial Inc.
N/A—6,000-6,000-100%$1.6M———
Cambria Investment Management, L.P.
N/A—5,953-5,953-100%$1.6M———
Minot DeBlois Advisors LLC
N/A—5,917-5,917-100%$1.6M———
Summitry LLC
N/A—5,859-5,859-100%$1.6M———
Longfellow Investment Management Co LLC
N/A—5,830-5,830-100%$1.6M———
Olde Wealth Management, LLC
N/A—5,800-5,800-100%$1.6M———
Advisory Research Inc
N/A—5,757-5,757-100%$1.6M———
Panagora Asset Management Inc
N/A—5,733-5,733-100%$1.6M———
Mosaic Family Wealth Partners, LLC
N/A—5,699-5,699-100%$1.6M———
Qsemble Capital Management, LP
N/A—5,637-5,637-100%$1.5M———
Foundations Investment Advisors, LLC
N/A—5,596-5,596-100%$1.5M———
Trustmark Bank Trust Department
N/A—5,558-5,558-100%$1.5M———
Westfuller Advisors, LLC
N/A—5,514-5,514-100%$1.5M———
Sun Financial Inc
N/A—5,505-5,505-100%$1.6M———
Uniplan Investment Counsel, Inc.
N/A—5,502-5,502-100%$1.5M———
Papamarkou Wellner Asset Management inc.
N/A—5,471-5,471-100%$1.3M———
Fairfield, Bush & Co.
N/A—5,415-5,415-100%$1.5M———
Barnett & Company, Inc.
N/A—5,343-5,343-100%$1.5M———
Osborne Partners Capital Management, LLC
N/A—5,341-5,341-100%$1.5M———
National Philanthropic Trust
N/A—5,283-5,283-100%$1.4M———
Frec Markets, Inc.
N/A—5,239-5,239-100%$1.4M———
Callahan Advisors, LLC
N/A—5,204-5,204-100%$1.4M———
CIM Investment Management Inc
N/A—5,131-5,131-100%$1.4M———
Twin Capital Management Inc
N/A—5,115-5,115-100%$1.4M———
Checchi Capital Advisers, LLC
N/A—5,071-5,071-100%$1.4M———
Trivium Point Advisory, LLC
N/A—5,062-5,062-100%$1.4M———
Buckley Wealth Management, LLC
N/A—5,054-5,054-100%$1.4M———
Bridgewater Advisors Inc.
N/A—5,022-5,022-100%$1.5M———
Transamerica Financial Advisors, LLC
N/A—4,992-4,992-100%$1.4M———
First National Advisers, LLC
N/A—4,962-4,962-100%$1.3M———
Townsquare Capital LLC
N/A—4,954-4,954-100%$1.3M———
Stokes Family Office, LLC
N/A—4,918-4,918-100%$1.3M———
Qtron Investments LLC
N/A—4,890-4,890-100%$1.3M———
BSW Wealth Partners
N/A—4,719-4,719-100%$1.3M———
Somerville Kurt F
N/A—4,690-4,690-100%$1.3M———
Shelton Capital Management
N/A—4,670-4,670-100%$1.3M———
Financial Engines Advisors L.L.C.
N/A—4,639-4,639-100%$1.3M———
Capital Financial Group Inc\co\
N/A—4,597-4,597-100%$1.3M———
Fortress Private Ledger, LLC
N/A—4,592-4,592-100%$1.2M———
Prestige Wealth Management Group LLC
N/A—4,582-4,582-100%$1.2M———
Insigneo Advisory Services, LLC
N/A—4,551-4,551-100%$1.2M———
Aberdeen Wealth Management LLC
N/A—4,518-4,518-100%$1.2M———
Martin & Co Inc
N/A—4,499-4,499-100%$1.2M———
Roehl & Yi Investment Advisors, LLC
N/A—4,489-4,489-100%$1.2M———
Heartland Bank & Trust Co
N/A—4,481-4,481-100%$1.2M———
Crews Bank & Trust
N/A—4,463-4,463-100%$1.2M———
Winton Group Ltd
N/A—4,450-4,450-100%$1.2M———
Alteri Wealth LLC
N/A—4,440-4,440-100%$1.2M———
GSA Capital Partners LLP
N/A—4,432-4,432-100%$1.2M———
FOX RUN Management, L.L.C.
N/A—4,424-4,424-100%$1.2M———
Castlekeep Investment Advisors LLC
N/A—4,283-4,283-100%$1.2M———
LGT Group Foundation
N/A—4,248-4,248-100%$1.2M———
SummitTX Capital, L.P.
N/A—4,216-4,216-100%$1.1M———
Gilbert & Cook, Inc.
N/A—4,152-4,152-100%$1.1M———
Flow Traders U.S. LLC
N/A—4,116-4,116-100%$1.1M———
Painted Porch Advisors LLC
N/A—4,038-4,038-100%$1.1M———
Venturi Wealth Management, LLC
N/A—4,014-4,014-100%$1.1M———
Osterweis Capital Management Inc
N/A—4,003-4,003-100%$1.1M———
Meiji Yasuda Life Insurance Co
N/A—4,000-4,000-100%$1.1M———
Texas Yale Capital Corp.
N/A—3,995-3,995-100%$1.1M———
Ames National Corp
N/A—3,982-3,982-100%$1.1M———
Mayflower Financial Advisors, LLC
N/A—3,957-3,957-100%$1.1M———
Monetary Management Group Inc
N/A—3,950-3,950-100%$1.1M———
FourThought Financial Partners, LLC
N/A—3,939-3,939-100%$1.1M———
Keebeck Wealth Management
N/A—3,929-3,929-100%$1.1M———
Kidder Stephen W
N/A—3,920-3,920-100%$1.1M———
New Age Alpha Advisors, LLC
N/A—3,902-3,902-100%$1.1M———
Diamant Asset Management, Inc.
N/A—3,885-3,885-100%$1.1M———
ING Groep NV
N/A—3,884-3,884-100%$1.1M———
Brevan Howard Capital Management LP
N/A—3,800-3,800-100%$1.0M———
Centaurus Financial, Inc.
N/A—3,799-3,799-100%$1.0M———
Pure Financial Advisors, LLC
N/A—3,787-3,787-100%$1.0M———
Farmers National Bank
N/A—3,781-3,781-100%$1.0M———
Guardian Wealth Advisors, LLC / NC
N/A—3,777-3,777-100%$1.0M———
Sargent Investment Group, LLC
N/A—3,776-3,776-100%$1.0M———
LRI Investments, LLC
N/A—3,774-3,774-100%$1.0M———
Palogic Value Management, L.P.
N/A—3,771-3,771-100%$1.0M———
Sound View Wealth Advisors Group, LLC
N/A—3,757-3,757-100%$1.0M———
EntryPoint Capital, LLC
N/A—3,713-3,713-100%$1.0M———
Empower Advisory Group, LLC
N/A—3,700-3,700-100%$1.0M———
W1m Asset Management Ltd
N/A—3,695-3,695-100%$1.0M———
Thomasville National Bank
N/A—3,694-3,694-100%$1.0M———
Xcelsior Advisor Partners LLC
N/A—3,688-3,688-100%$1.0M———
Evelyn Partners Group Ltd
N/A—3,664-3,664-100%$996.6K———
Wealth Alliance, LLC
N/A—3,661-3,661-100%$995.7K———
Spreng Capital Management, Inc.
N/A—3,646-3,646-100%$991.8K———
Mrwm Advisors, LLC
N/A—3,557-3,557-100%$967.5K———
NS Partners Ltd
N/A—3,544-3,544-100%$964.0K———
SageView Advisory Group, LLC
N/A—3,544-3,544-100%$963.7K———
Severin Investments, LLC
N/A—3,482-3,482-100%$947.2K———
Kintra Wealth, LLC
N/A—3,477-3,477-100%$1.0M———
Patron Partners, LLC
N/A—3,471-3,471-100%$944.1K———
Keel Point, LLC
N/A—3,462-3,462-100%$941.6K———
L2 Asset Management, LLC
N/A—3,442-3,442-100%$936.2K———
Weik Capital Management
N/A—3,422-3,422-100%$930.8K———
Advisory Alpha, LLC
N/A—3,418-3,418-100%$929.9K———
Mairs & Power Inc
N/A—3,415-3,415-100%$928.9K———
Fielder Capital Group LLC
N/A—3,358-3,358-100%$913.3K———
Fi3 Financial Advisors, LLC
N/A—3,350-3,350-100%$241.7K———
Ironwood Investment Counsel, LLC
N/A—3,332-3,332-100%$906.5K———
CVA Family Office, LLC
N/A—3,314-3,314-100%$901.4K———
Cornerstone Financial Group, LLC
N/A—3,310-3,310-100%$900.2K———
IKE Capital, LLC
N/A—3,309-3,309-100%$900.0K———
Group One Trading LLC
N/A—3,253-3,253-100%$884.8K———
Argent Advisors, Inc.
N/A—3,245-3,245-100%$882.6K———
Pointe Capital Management LLC
N/A—3,228-3,228-100%$878.0K———
Stonebrook Private Inc.
N/A—3,191-3,191-100%$867.8K———
Phillips Wealth Planners LLC
N/A—3,190-3,190-100%$903.2K———
Quotient Wealth Partners, LLC
N/A—3,187-3,187-100%$866.8K———
Zacks Investment Management
N/A—3,156-3,156-100%$858.7K———
Rexford Capital Inc
N/A—3,152-3,152-100%$857.3K———
Wilson & Boucher Capital Management, LLC
N/A—3,106-3,106-100%$845.0K———
Odyssean, LLC
N/A—3,090-3,090-100%$840.5K———
BTC Capital Management, Inc.
N/A—3,066-3,066-100%$834.0K———
KDT Advisors, LLC
N/A—3,065-3,065-100%$833.7K———
Southeast Asset Advisors, LLC
N/A—3,052-3,052-100%$830.1K———
Atom Investors LP
N/A—3,015-3,015-100%$820.1K———
NorthCoast Asset Management LLC
N/A—2,997-2,997-100%$815.2K———
New Vernon Investment Management LLC
N/A—2,985-2,985-100%$811.9K———
Driehaus Capital Management LLC
N/A—2,981-2,981-100%$810.8K———
Johnson Financial Group, Inc.
N/A—2,962-2,962-100%$805.7K———
Denali Advisors LLC
N/A—2,950-2,950-100%$802.3K———
LOM Asset Management Ltd
N/A—2,925-2,925-100%$795.6K———
City National Bank of Florida
N/A—2,924-2,924-100%$795.3K———
Brooks, Moore & Associates, Inc.
N/A—2,903-2,903-100%$789.6K———
MidFirst Bank
N/A—2,903-2,903-100%$789.6K———
Investor's Fiduciary Advisor Network, LLC
N/A—2,894-2,894-100%$787.0K———
TRB Wealth Management, LLC
N/A—2,850-2,850-100%$775.2K———
Westmount Partners, LLC
N/A—2,817-2,817-100%$766.2K———
CFO4Life Group, LLC
N/A—2,814-2,814-100%$765.5K———
Osmosis Investment Management UK Ltd
N/A—2,794-2,794-100%$760.0K———
Bank OZK
N/A—2,758-2,758-100%$750.2K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—2,746-2,746-100%$746.9K———
Cary Street Partners Investment Advisory LLC
N/A—2,734-2,734-100%$743.6K———
Cascade Financial Partners, LLC
N/A—2,733-2,733-100%$743.4K———
Parvin Asset Management, LLC
N/A—2,725-2,725-100%$741.2K———
Cornerstone Select Advisors, LLC
N/A—2,712-2,712-100%$737.6K———
Continuum Advisory, LLC
N/A—2,708-2,708-100%$736.6K———
Basecamp Wealth Advisors LLC
N/A—2,704-2,704-100%$735.5K———
Notis-McConarty Edward
N/A—2,670-2,670-100%$726.2K———
Gateway Wealth Partners, LLC
N/A—2,659-2,659-100%$723.3K———
Pacific Point Advisors, LLC
N/A—2,650-2,650-100%$720.8K———
Proficio Capital Partners LLC
N/A—2,633-2,633-100%$716.3K———
Founders Financial Alliance, LLC
N/A—2,628-2,628-100%$714.7K———
OneAscent Financial Services LLC
N/A—2,616-2,616-100%$711.7K———
Truvestments Capital LLC
N/A—2,613-2,613-100%$710.6K———
Purpose Unlimited Inc.
N/A—2,578-2,578-100%$700.8K———
Horizon Family Wealth, Inc.
N/A—2,548-2,548-100%$693.2K———
Wimmer Associates 1, LLC
N/A—2,525-2,525-100%$686.8K———
Capital Analysts, LLC
N/A—2,525-2,525-100%$687.0K———
Apriem Advisors
N/A—2,505-2,505-100%$681.4K———
Vazirani Asset Management LLC
N/A—2,500-2,500-100%$680.0K———
Pitcairn Wealth Advisors LLC
N/A—2,476-2,476-100%$673.5K———
Pallas Capital Advisors LLC
N/A—2,474-2,474-100%$672.9K———
Kovack Advisors, Inc.
N/A—2,459-2,459-100%$678.9K———
Mendel Capital Management LLC
N/A—2,458-2,458-100%$668.7K———
Shufro Rose & Co LLC
N/A—2,454-2,454-100%$667.6K———
VeraBank, N.A.
N/A—2,447-2,447-100%$665.6K———
Centiva Capital, LP
N/A—2,441-2,441-100%$664.0K———
FWG Holdings, LLC
N/A—2,429-2,429-100%$746.5K———
South Plains Financial, Inc.
N/A—2,425-2,425-100%$659.6K———
Main Street Research LLC
N/A—2,413-2,413-100%$656.3K———
Seven Springs Wealth Group, LLC
N/A—2,403-2,403-100%$653.6K———
Glen Eagle Advisors, LLC
N/A—2,391-2,391-100%$650.3K———
Resolute Wealth Strategies, LLC
N/A—2,381-2,381-100%$647.7K———
TCM Advisors, LLC
N/A—2,375-2,375-100%$646.0K———
Lionhunter Capital Management, LLC
N/A—2,358-2,358-100%$641.4K———
Defiance ETFs, LLC
N/A—2,356-2,356-100%$654.3K———
Generation Capital Management LLC
N/A—2,346-2,346-100%$638.1K———
Stevens Capital Management LP
N/A—2,330-2,330-100%$634.0K———
Astoria Portfolio Advisors Llc.
N/A—2,302-2,302-100%$626.3K———
Resurgent Financial Advisors LLC
N/A—2,300-2,300-100%$625.6K———
Sfmg, LLC
N/A—2,299-2,299-100%$625.4K———
Faithward Advisors, LLC
N/A—2,293-2,293-100%$623.7K———
Vanguard National Trust Co
N/A—2,258-2,258-100%$614.2K———
Corus Family Wealth Advisors
N/A—2,257-2,257-100%$613.9K———
Stratos Investment Management, LLC
N/A—2,255-2,255-100%$613.6K———
Clifford Group, LLC
N/A—2,254-2,254-100%$613.0K———
Fortis Advisors, LLC
N/A—2,250-2,250-100%$612.0K———
Puzo Michael J
N/A—2,245-2,245-100%$610.6K———
E Fund Management Co., Ltd.
N/A—2,228-2,228-100%$606.0K———
HHM Wealth Advisors, LLC
N/A—2,226-2,226-100%$605.6K———
CarsonAllaria Wealth Management, Ltd.
N/A—2,212-2,212-100%$601.7K———
Blalock Williams, LLC
N/A—2,197-2,197-100%$597.6K———
Miller Capital Partners, Inc.
N/A—2,187-2,187-100%$594.9K———
Core Alternative Capital
N/A—2,155-2,155-100%$586.2K———
Barnes Pettey Financial Advisors, LLC
N/A—2,153-2,153-100%$585.6K———
Perennial Investment Advisors, LLC
N/A—2,148-2,148-100%$584.3K———
PCM Encore, LLC
N/A—2,131-2,131-100%$579.6K———
Cozad Asset Management Inc
N/A—2,129-2,129-100%$579.1K———
Tiemann Investment Advisors, LLC
N/A—2,117-2,117-100%$575.8K———
Wealth Management Associates, Inc.
N/A—2,113-2,113-100%$574.7K———
Catalyst Funds Management Pty Ltd
N/A—2,100-2,100-100%$571.2K———
Ostrum Asset Management
N/A—2,098-2,098-100%$570.7K———
Aureus Asset Management, LLC
N/A—2,087-2,087-100%$567.7K———
US Asset Management LLC
N/A—2,084-2,084-100%$566.8K———
First Western Trust Bank
N/A—2,077-2,077-100%$564.9K———
First Foundation Advisors
N/A—2,063-2,063-100%$561.2K———
Baltimore-Washington Financial Advisors, Inc.
N/A—2,061-2,061-100%$560.6K———
Innovative Asset Advisors Group, LLC
N/A—2,049-2,049-100%$557.4K———
Greenwich Wealth Management LLC
N/A—2,040-2,040-100%$555.0K———
Quarry LP
N/A—2,031-2,031-100%$552.4K———
MJP Associates Inc
N/A—2,020-2,020-100%$549.5K———
Old North State Trust, LLC
N/A—2,015-2,015-100%$548.0K———
Summit Wealth Partners, LLC
N/A—2,008-2,008-100%$546.1K———
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A—2,002-2,002-100%$544.5K———
Fort Sheridan Advisors LLC
N/A—2,002-2,002-100%$544.5K———
Empirical Asset Management, LLC
N/A—2,001-2,001-100%$544.3K———
Hurricane Capital Advisors LLC
N/A—2,000-2,000-100%$544.0K———
South Street Advisors LLC
N/A—2,000-2,000-100%$544.0K———
Red Door Wealth Management, LLC
N/A—1,997-1,997-100%$543.2K———
Aspire Growth Partners LLC
N/A—1,993-1,993-100%$542.1K———
Paragon Capital Management LLC
N/A—1,983-1,983-100%$539.4K———
Berkeley Capital Partners, LLC
N/A—1,978-1,978-100%$537.9K———
Widmann Financial Services, Inc.
N/A—1,944-1,944-100%$528.8K———
KEB Asset Management, LLC
N/A—1,944-1,944-100%$528.8K———
Wellspring Financial Advisors, LLC
N/A—1,908-1,908-100%$519.0K———
Elevation Advisory Partners LLC
N/A—1,906-1,906-100%$564.5K———
Capital Advisors Inc
N/A—1,888-1,888-100%$513.4K———
One Capital Management, LLC
N/A—1,851-1,851-100%$449.1K———
Prosperity Consulting Group, LLC
N/A—1,849-1,849-100%$503.0K———
Bravera Wealth
N/A—1,828-1,828-100%$497.2K———
Crawford Investment Counsel Inc
N/A—1,827-1,827-100%$496.9K———
Banque Transatlantique SA
N/A—1,825-1,825-100%$493.3K———
Delaney Dennis R
N/A—1,825-1,825-100%$496.4K———
CM Wealth Advisors LLC
N/A—1,810-1,810-100%$492.3K———
Schrum Private Wealth Management LLC
N/A—1,800-1,800-100%$439.3K———
Mason & Associates Inc
N/A—1,791-1,791-100%$487.2K———
Groupe la Francaise
N/A—1,775-1,775-100%$482.8K———
Steelhead Wealth Management LLC
N/A—1,769-1,769-100%$481.0K———
Talon Private Wealth, LLC
N/A—1,768-1,768-100%$480.9K———
Atlas Legacy Advisors, LLC
N/A—1,751-1,751-100%$463.8K———
Members Trust Co
N/A—1,747-1,747-100%$475.2K———
Aristotle Capital Management, LLC
N/A—1,745-1,745-100%$474.6K———
Spirepoint Private Client, LLC
N/A—1,734-1,734-100%$471.6K———
Tiaa Trust, National Association
N/A—1,732-1,732-100%$471.1K———
Fairview Capital Investment Management, LLC
N/A—1,729-1,729-100%$470.3K———
Partners Capital Investment Group, LLP
N/A—1,722-1,722-100%$468.5K———
Integrity Financial Corp
N/A—1,705-1,705-100%$463.8K———
Ausdal Financial Partners, Inc.
N/A—1,701-1,701-100%$462.8K———
Avalon Trust Co
N/A—1,700-1,700-100%$462.4K———
Edgestream Partners, L.P.
N/A—1,693-1,693-100%$460.5K———
GeoWealth Management, LLC
N/A—1,687-1,687-100%$458.8K———
Beacon Investment Advisors LLC
N/A—1,684-1,684-100%$458.1K———
Lakeridge Wealth Management LLC
N/A—1,668-1,668-100%$453.7K———
Okabena Investment Services Inc
N/A—1,665-1,665-100%$452.9K———
Northstar Asset Management Inc
N/A—1,650-1,650-100%$448.8K———
Marble Wealth, LLC
N/A—1,639-1,639-100%$445.9K———
Meadowbrook Advisors Group, LLC
N/A—1,634-1,634-100%$444.4K———
Delta Asset Management LLC
N/A—1,620-1,620-100%$440.6K———
Tradition Wealth Management, LLC
N/A—1,619-1,619-100%$440.3K———
Cyber Hornet ETFs LLC
N/A—1,617-1,617-100%$439.8K———
Reliant Investment Partners, LLC
N/A—1,615-1,615-100%$439.3K———
Round Rock Advisors LLC
N/A—1,615-1,615-100%$439.3K———
Fukoku Mutual Life Insurance Co
N/A—1,607-1,607-100%$437.1K———
WealthTrust Axiom LLC
N/A—1,600-1,600-100%$435.2K———
Liberty Wealth Management LLC
N/A—1,597-1,597-100%$387.4K———
Waddell & Associates, LLC
N/A—1,595-1,595-100%$433.8K———
AXA S.A.
N/A—1,588-1,588-100%$349.3K———
Waterloo Capital, L.P.
N/A—1,588-1,588-100%$431.9K———
GTS Securities LLC
N/A—1,585-1,585-100%$431.1K———
Lcnb Corp
N/A—1,583-1,583-100%$430.6K———
Northstar Financial Companies, Inc.
N/A—1,583-1,583-100%$430.6K———
Webster Bank, N. A.
N/A—1,573-1,573-100%$427.9K———
Seeds Investor LLC
N/A—1,568-1,568-100%$426.5K———
Everpar Advisors LLC
N/A—1,555-1,555-100%$423.0K———
Coppell Advisory Solutions LLC
N/A—1,555-1,555-100%$386.9K———
FLC Capital Advisors
N/A—1,554-1,554-100%$422.7K———
Stonebridge Financial Group, LLC / MO
N/A—1,554-1,554-100%$422.7K———
Stembrook Asset Management, LLC
N/A—1,553-1,553-100%$422.4K———
Mission Creek Capital Partners, Inc.
N/A—1,549-1,549-100%$421.4K———
Joule Financial, LLC
N/A—1,542-1,542-100%$419.4K———
Khazanah Nasional Berhad
N/A—1,541-1,541-100%$419.2K———
Alexander Labrunerie & Co., Inc.
N/A—1,533-1,533-100%$417.0K———
Holderness Investments Co
N/A—1,511-1,511-100%$411.0K———
Elgethun Capital Management
N/A—1,509-1,509-100%$410.5K———
Millstone Evans Group, LLC
N/A—1,508-1,508-100%$410.2K———
USA Financial Formulas
N/A—1,504-1,504-100%$409.1K———
AFT, Forsyth & Company, Inc.
N/A—1,504-1,504-100%$409.1K———
Elefante Mark B
N/A—1,500-1,500-100%$408.0K———
Northwest Quadrant Wealth Management, LLC
N/A—1,490-1,490-100%$405.2K———
Sagewood Asset Management LP
N/A—1,485-1,485-100%$403.9K———
Valtrion Capital Management, LLC
N/A—1,479-1,479-100%$402.3K———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—1,476-1,476-100%$401.5K———
AssuredPartners Investment Advisors, LLC
N/A—1,473-1,473-100%$400.7K———
Kera Capital Partners, Inc.
N/A—1,466-1,466-100%$398.8K———
Bruce G. Allen Investments, LLC
N/A—1,439-1,439-100%$391.5K———
Blackstone Inc.
N/A—1,412-1,412-100%$384.1K———
Per Stirling Capital Management, Llc.
N/A—1,400-1,400-100%$380.9K———
One Charles Private Wealth Services, LLC
N/A—1,389-1,389-100%$377.8K———
Chancellor Financial Group WB LP
N/A—1,370-1,370-100%$372.6K———
Harbour Wealth Management Group, Inc.
N/A—1,369-1,369-100%$372.3K———
Osprey Private Wealth LLC
N/A—1,345-1,345-100%$365.8K———
Wealthquest Corp
N/A—1,337-1,337-100%$363.7K———
Quantum Portfolio Management LLC
N/A—1,325-1,325-100%$360.4K———
Brave Asset Management Inc
N/A—1,320-1,320-100%$359.0K———
Maxele Advisors, LLC
N/A—1,308-1,308-100%$355.8K———
Godshalk Welsh Capital Management, Inc.
N/A—1,300-1,300-100%$353.6K———
Sittner & Nelson, LLC
N/A—1,293-1,293-100%$351.7K———
Connors Investor Services Inc
N/A—1,290-1,290-100%$350.9K———
Signet Private Wealth LLC
N/A—1,281-1,281-100%$348.5K———
Granite Harbor Advisors, Inc.
N/A—1,277-1,277-100%$347.3K———
Palisades Hudson Asset Management, L.P.
N/A—1,276-1,276-100%$340.0K———
Family Manage LLC
N/A—1,266-1,266-100%$344.4K———
JRM Investment Counsel, LLC
N/A—1,265-1,265-100%$344.1K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1,252-1,252-100%$340.4K———
Lifeworks Advisors, LLC
N/A—1,247-1,247-100%$339.1K———
Ethos Financial Group, LLC
N/A—1,238-1,238-100%$361.6K———
Engineers Gate Manager LP
N/A—1,230-1,230-100%$334.6K———
D L Carlson Investment Group Inc
N/A—1,229-1,229-100%$334.3K———
Keystone Financial Services, LLC
N/A—1,229-1,229-100%$334.4K———
Ellenbecker Investment Group
N/A—1,229-1,229-100%$334.5K———
Caerus Investment Advisors, LLC
N/A—1,226-1,226-100%$333.5K———
Rosenblum Silverman Sutton S F Inc
N/A—1,221-1,221-100%$332.1K———
Campion Asset Management
N/A—1,212-1,212-100%$329.7K———
Houlihan Financial Resource Group, Ltd.
N/A—1,202-1,202-100%$326.9K———
Broadleaf Partners, LLC
N/A—1,200-1,200-100%$326.4K———
Davis Asset Management, L.P.
N/A—1,200-1,200-100%$326.4K———
Stratos Wealth Advisors, LLC
N/A—1,190-1,190-100%$323.8K———
Greenline Partners, LLC
N/A—1,188-1,188-100%$323.1K———
Sequent Planning LLC
N/A—1,187-1,187-100%$322.9K———
New Republic Capital, LLC
N/A—1,179-1,179-100%$320.7K———
Rothschild Wealth LLC
N/A—1,173-1,173-100%$319.1K———
Range Advisory, LLC
N/A—1,159-1,159-100%$315.3K———
American Trust
N/A—1,154-1,154-100%$313.9K———
PCG Wealth Advisors, LLC
N/A—1,151-1,151-100%$313.1K———
OneAscent Family Office, LLC
N/A—1,140-1,140-100%$310.2K———
Thompson David Blair
N/A—1,139-1,139-100%$309.8K———
FSB Premier Wealth Management, Inc.
N/A—1,139-1,139-100%$309.7K———
Ponta Wealth Partners, LLC
N/A—1,119-1,119-100%$304.4K———
BlackDiamond Wealth Management, LLC
N/A—1,105-1,105-100%$322.9K———
Portland Global Advisors LLC
N/A—1,101-1,101-100%$299.5K———
SSI Investment Management LLC
N/A—1,100-1,100-100%$299.2K———
Headinvest, LLC
N/A—1,089-1,089-100%$296.2K———
LeClair Wealth Partners LLC
N/A—1,088-1,088-100%$295.9K———
GW&K Investment Management, LLC
N/A—1,087-1,087-100%$296.0K———
NCM Capital Management, LLC
N/A—1,087-1,087-100%$295.8K———
Banco Santander, S.A.
N/A—1,080-1,080-100%$293.8K———
Wexford Capital LP
N/A—1,080-1,080-100%$293.8K———
Prosperity Bancshares Inc
N/A—1,064-1,064-100%$289.4K———
Sharp Wealth Advisory, LLC
N/A—1,058-1,058-100%$287.7K———
Novak & Powell Financial Services, Inc.
N/A—1,057-1,057-100%$287.4K———
RBO & Co LLC
N/A—1,045-1,045-100%$284.2K———
Pacific SUN Financial Corp
N/A—1,040-1,040-100%$282.9K———
Holistic Financial Partners
N/A—1,014-1,014-100%$275.8K———
Bull Harbor Capital LLC
N/A—1,013-1,013-100%$275.5K———
JMG Financial Group, Ltd.
N/A—1,006-1,006-100%$273.6K———
Paradiem, LLC
N/A—1,004-1,004-100%$273.1K———
Dynasty Wealth Management, LLC
N/A—1,002-1,002-100%$272.5K———
Keystone Financial Group
N/A—1,001-1,001-100%$272.4K———
Crux Wealth Advisors
N/A—998-998-100%$271.3K———
AlphaGrep UK Ltd
N/A—996-996-100%$270.9K———
Shared Vision Wealth Group LLC
N/A—993-993-100%$270.0K———
Lansing Street Advisors
N/A—979-979-100%$266.2K———
Core Wealth Advisors, Inc.
N/A—977-977-100%$265.7K———
Alpha Financial Partners LLC
N/A—970-970-100%$263.7K———
ABN Amro Bank N.V.
N/A—965-965-100%$261.9K———
Frisch Financial Group, Inc.
N/A—958-958-100%$260.7K———
LaSalle St. Investment Advisors, LLC
N/A—955-955-100%$259.8K———
Safeguard Investment Advisory Group, LLC
N/A—954-954-100%$259.4K———
Ballast Advisors LLC
N/A—951-951-100%$258.7K———
Muirfield Wealth Advisors LLC
N/A—944-944-100%$256.7K———
Drucker Wealth 3.0, LLC
N/A—940-940-100%$255.5K———
Drake & Associates, LLC
N/A—937-937-100%$254.9K———
Planning Center, Inc.
N/A—933-933-100%$253.7K———
Baron Silver Stevens Financial Advisors, LLC
N/A—930-930-100%$253.1K———
Kapstone Financial Advisors LLC
N/A—930-930-100%$253.0K———
Legacy Financial Group LLC
N/A—919-919-100%$250.0K———
Aspen Grove Capital, LLC
N/A—918-918-100%$249.7K———
Planning Alternatives LTD
N/A—917-917-100%$249.4K———
New World Advisors LLC
N/A—910-910-100%$247.5K———
UP Strategic Wealth Investment Advisors LLC
N/A—906-906-100%$267.8K———
Gambit Capital Management, LLC
N/A—904-904-100%$245.9K———
Genesis Wealth Advisors, LLC
N/A—903-903-100%$245.6K———
Hyperion Capital Advisors LP
N/A—900-900-100%$244.8K———
SHP Wealth Management
N/A—896-896-100%$243.8K———
EWA, LLC
N/A—896-896-100%$243.8K———
Volterra Technologies LP
N/A—895-895-100%$243.4K———
Madison Wealth Partners, Inc
N/A—889-889-100%$241.9K———
Fort Point Capital Partners LLC
N/A—878-878-100%$238.8K———
Ascension Capital Advisors, Inc.
N/A—873-873-100%$237.5K———
Chesapeake Asset Management LLC
N/A—870-870-100%$236.6K———
Strategic Financial Services, Inc.
N/A—869-869-100%$236.4K———
Consilio Wealth Advisors, LLC
N/A—867-867-100%$235.8K———
Pgim Custom Harvest LLC
N/A—863-863-100%$234.7K———
Sandy Cove Advisors, LLC
N/A—862-862-100%$234.3K———
Caden Capital Partners, LP
N/A—860-860-100%$233.9K———
Orographic Financial Advisors, LLC
N/A—860-860-100%$252———
Stonebridge Capital Advisors LLC
N/A—857-857-100%$233.2K———
Berger Financial Group, Inc
N/A—854-854-100%$232.2K———
Caisse DES Depots ET Consignations
N/A—847-847-100%$230.4K———
Beto Financial Group, LLC
N/A—843-843-100%$249.7K———
Second Half Financial Partners, LLC
N/A—827-827-100%$225.0K———
Westshore Wealth, LLC
N/A—825-825-100%$224.4K———
Kinloch Capital, LLC
N/A—825-825-100%$224.4K———
Talisman Wealth Advisors LLC
N/A—822-822-100%$223.6K———
Gabelli Funds LLC
N/A—820-820-100%$223.0K———
Boothbay Fund Management, LLC
N/A—816-816-100%$222.0K———
Red Wave Investments LLC
N/A—816-816-100%$222.0K———
Disciplined Investors, L.L.C.
N/A—811-811-100%$220.5K———
Inspire Advisors, LLC
N/A—804-804-100%$218.7K———
Pingora Partners LLC
N/A—800-800-100%$217.6K———
Wealth Advisors of Iowa, LLC
N/A—800-800-100%$217.6K———
Bellars Harris Wealth Management, LLC
N/A—800-800-100%$217.6K———
CoreFirst Bank & Trust
N/A—796-796-100%$216.5K———
17 Capital Partners, LLC
N/A—795-795-100%$216.2K———
HFG Advisors, Inc.
N/A—794-794-100%$216.0K———
Truepoint, Inc.
N/A—790-790-100%$214.9K———
Loomis Sayles & Co L P
N/A—783-783-100%$213.0K———
Steigerwald, Gordon & Koch Inc.
N/A—782-782-100%$212.6K———
Strategic Investment Advisors / MI
N/A—778-778-100%$211.6K———
Palumbo Wealth Management LLC
N/A—777-777-100%$211.5K———
Berry Wealth Group, LP
N/A—776-776-100%$210.9K———
Aventura Private Wealth, LLC
N/A—775-775-100%$210.8K———
1776 Wealth LLC
N/A—773-773-100%$210.3K———
Spartan Wealth Advisory Services LLC
N/A—772-772-100%$209.8K———
One Wealth Advisors, LLC
N/A—764-764-100%$207.8K———
Curio Wealth, LLC
N/A—763-763-100%$207.5K———
Dempze Nancy E
N/A—760-760-100%$206.7K———
Ruedi Wealth Management, Inc.
N/A—759-759-100%$206.5K———
Hardman Johnston Global Advisors LLC
N/A—754-754-100%$205.1K———
Financial Advisors Network, Inc.
N/A—752-752-100%$204.6K———
Raelipskie Partnership
N/A—751-751-100%$204.3K———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—750-750-100%$204.0K———
McGowan Group Asset Management, Inc.
N/A—749-749-100%$203.7K———
Yarger Wealth Strategies, LLC
N/A—746-746-100%$214.1K———
Brasada Capital Management, LP
N/A—746-746-100%$202.9K———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—741-741-100%$201.5K———
Synergy Financial Group, LTD
N/A—739-739-100%$200.9K———
Pinney & Scofield, Inc.
N/A—718-718-100%$195.3K———
Cascades Capital Asset Management, LLC
N/A—702-702-100%$191.1K———
PIN OAK Investment Advisors Inc
N/A—677-677-100%$184.0K———
S&T Bank
N/A—661-661-100%$179.8K———
Bogart Wealth, LLC
N/A—634-634-100%$172.3K———
Ritter Daniher Financial Advisory LLC / de
N/A—633-633-100%$172.2K———
Keating Financial Advisory Services, Inc.
N/A—612-612-100%$166.5K———
Sachetta, LLC
N/A—580-580-100%$157.7K———
Heartland Advisors Inc
N/A—575-575-100%$156.4K———
Capula Management Ltd
N/A—558-558-100%$151.8K———
Vision Retirement, LLC
N/A—547-547-100%$148.8K———
Fiduciary Financial Advisors
N/A—537-537-100%$144.6K———
Jackson, Grant Investment Advisers, Inc.
N/A—506-506-100%$137.7K———
Index Technologies Group LLC
N/A—505-505-100%$137.4K———
IMA Advisory Services, Inc.
N/A—499-499-100%$135.7K———
Crewe Advisors LLC
N/A—484-484-100%$131.6K———
Jupiter Wealth Management LLC
N/A—479-479-100%$130.3K———
Manning & Napier Advisors LLC
N/A—466-466-100%$127.1K———
Rialto Wealth Management, LLC
N/A—456-456-100%$124.0K———
Standard Family Office LLC
N/A—432-432-100%$117.5K———
Twin Lakes Capital Management, LLC
N/A—426-426-100%$115.9K———
Frazier Financial Advisors, LLC
N/A—370-370-100%$100.6K———
Bellevue Asset Management, LLC
N/A—363-363-100%$98.8K———
VSM Wealth Advisory, LLC
N/A—327-327-100%$88.9K———
Measured Wealth Private Client Group, LLC
N/A—325-325-100%$88.4K———
Ankerstar Wealth, LLC
N/A—316-316-100%$86.0K———
Ossiam
N/A—312-312-100%$84.9K———
Bank of the Bluegrass & Trust Co.
N/A—283-283-100%$77.0K———
Kemnay Advisory Services Inc.
N/A—274-274-100%$74.5K———
Dunhill Financial, LLC
N/A—273-273-100%$74.5K———
Wellington-Altus USA Inc.
N/A—265-265-100%$64.3K———
Nalls Sherbakoff Group, LLC
N/A—242-242-100%$65.8K———
Basepoint Wealth LLC
N/A—237-237-100%$64.4K———
JPL Wealth Management, LLC
N/A—234-234-100%$63.6K———
Itau Unibanco Holding S.A.
N/A—228-228-100%$62.0K———
Providence Capital Advisors, LLC
N/A—220-220-100%$59.8K———
Meeder Asset Management Inc
N/A—219-219-100%$59.6K———
Ogorek Anthony Joseph
N/A—181-181-100%$49.0K———
TD Capital Management LLC
N/A—178-178-100%$48.3K———
E Fund Management (Hong Kong) Co., Ltd.
N/A—177-177-100%$48.1K———
Financial Gravity Companies, Inc.
N/A—173-173-100%$47.1K———
Silicon Valley Capital Partners
N/A—169-169-100%$45.9K———
Regatta Research & Money Management
N/A—154-154-100%$41.7K———
Cornerstone Financial Management LLC
N/A—153-153-100%$41.6K———
Raffa Wealth Management, LLC
N/A—144-144-100%$39.2K———
J. Stern & Co. LLP
N/A—140-140-100%$38.1K———
Strategic Investment Solutions, Inc.
N/A—125-125-100%$34.0K———
Kelly Lawrence W & Associates Inc
N/A—124-124-100%$33.7K———
Synergy Investment Management, LLC
N/A—123-123-100%$35.6K———
Financial Avengers, Inc.
N/A—114-114-100%$30.9K———
Atomic Invest LLC
N/A—113-113-100%$30.9K———
Wiser Advisor Group LLC
N/A—110-110-100%$29.9K———
Chelsea Counsel Co
N/A—110-110-100%$29.9K———
Longview Financial Advisors LLC
N/A—100-100-100%$27.2K———
Riverview Trust Co
N/A—90-90-100%$24.5K———
Operose Advisors LLC
N/A—90-90-100%$24.5K———
Core Capital Management & Research, inc.
N/A—90-90-100%$27.9K———
Kerr Financial Planning Corp
N/A—86-86-100%$23.4K———
Tanglewood Legacy Advisors, LLC
N/A—80-80-100%$21.8K———
Lavaca Capital LLC
N/A—80-80-100%$21.8K———
Battery Global Advisors, LLC
N/A—71-71-100%$19.2K———
Kilter Group LLC
N/A—59-59-100%$16.0K———
Penserra Capital Management LLC
N/A—51-51-100%$13———
Napier Financial, LLC
N/A—50-50-100%$13.6K———
Hollencrest Capital Management
N/A—44-44-100%$12.0K———
Delos Wealth Advisors, LLC
N/A—42-42-100%$11.4K———
Tripletail Wealth Management, LLC
N/A—39-39-100%$11.0K———
Fourth Dimension Wealth, LLC
N/A—38-38-100%$10.3K———
FWL Investment Management, LLC
N/A—35-35-100%$9.5K———
Bard Associates Inc
N/A—32-32-100%$8.7K———
Imprint Wealth LLC
N/A—32-32-100%$8.7K———
Boreal Capital Management LLC
N/A—32-32-100%$8.7K———
HFM Investment Advisors, LLC
N/A—28-28-100%$7.6K———
Proffitt & Goodson Inc
N/A—28-28-100%$7.6K———
Caitlin John, LLC
N/A—28-28-100%$7.7K———
1015 Capital Partners, LLC
N/A—22-22-100%$6.0K———
Allied Private Wealth LLC
N/A—21-21-100%$5.9K———
Godfrey Financial Associates, Inc.
N/A—21-21-100%$5.7K———
Turim 21 Investimentos Ltda.
N/A—21-21-100%$5.7K———
Mpwm Advisory Solutions, LLC
N/A—19-19-100%$5.2K———
Harborfront Financial Group LLC
N/A—14-14-100%$3.9K———
Nova Wealth Management, Inc.
N/A—11-11-100%$3.0K———
Oakmont Advisory Group, LLC
N/A—10-10-100%$2.7K———
Marshall Investment Management, LLC
N/A—10-10-100%$2.7K———
Seneschal Advisors, LLC
N/A—6-6-100%$1.6K———
1 North Wealth Services LLC
N/A—5-5-100%$1.4K———
Swan Capital LLC
N/A—4-4-100%$1.1K———
Beaird Harris Wealth Management, LLC
N/A—3-3-100%$887———
Investors Portfolio Services LLC
N/A—1-1-100%$272———
Osbon Capital Management LLC
N/A—1-1-100%$272———
Showing 3000 of 3000 institutions