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Unitedhealth Group Inc (UNH)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Geode Capital Management, LLC
DECREASED
Shares20,745,390 from 21,751,937
Change-1,006,547 (-5%)
Value$7.6B (-$1.4B)
Filed 2026-11-06
Fisher Asset Management, LLC
INCREASED
Shares10,829,637 from 9,082,269
Change+1,747,368 (+19%)
Value$4.0B (+$200.5M)
Filed 2026-11-06
Bank of New York Mellon Corp
DECREASED
Shares10,295,234 from 10,704,994
Change-409,760 (-4%)
Value$3.8B (-$670.1M)
Filed 2026-11-05
Amundi
INCREASED
Shares6,217,052 from 5,054,732
Change+1,162,320 (+23%)
Value$2.3B (+$181.3M)
Filed 2026-11-06
Sanders Capital, LLC
DECREASED
Shares5,706,292 from 5,898,634
Change-192,342 (-3%)
Value$2.1B (-$357.0M)
Filed 2026-11-02
Dimensional Fund Advisors LP
INCREASED
Shares4,739,666 from 4,682,496
Change+57,170 (+1%)
Value$1.7B (-$206.3M)
Filed 2026-11-04
Deutsche Bank Ag\
INCREASED
Shares3,459,400 from 2,407,436
Change+1,051,964 (+44%)
Value$1.3B (+$269.3M)
Filed 2026-11-06
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares2,695,132 from 2,563,973
Change+131,159 (+5%)
Value$989.3M (-$76.3M)
Filed 2026-11-05
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares2,517,425 from 2,538,575
Change-21,150 (-1%)
Value$924.1M (-$131.0M)
Filed 2026-10-29
Barclays PLC
DECREASED
Shares2,390,354 from 3,427,299
Change-1,036,945 (-30%)
Value$877.5M (-$547.0M)
Filed 2026-11-06
Bank of Montreal
INCREASED
Shares1,833,060 from 1,773,763
Change+59,297 (+3%)
Value$672.9M (-$64.3M)
Filed 2026-11-09
Acadian Asset Management LLC
INCREASED
Shares1,775,292 from 1,138,592
Change+636,700 (+56%)
Value$651.6K (-$472.5M)
Filed 2026-11-09
Citigroup Inc
INCREASED
Shares1,768,753 from 1,173,015
Change+595,738 (+51%)
Value$649.3M (+$161.7M)
Filed 2026-11-04
Russell Investments Group, Ltd.
INCREASED
Shares1,521,772 from 1,397,476
Change+124,296 (+9%)
Value$560.2M (-$21.4M)
Filed 2026-11-06
Swedbank AB
DECREASED
Shares1,377,455 from 1,731,505
Change-354,050 (-20%)
Value$505.6M (-$214.0M)
Filed 2026-10-27
Principal Financial Group Inc
DECREASED
Shares1,353,337 from 1,404,760
Change-51,423 (-4%)
Value$496.8M (-$87.1M)
Filed 2026-11-02
LPL Financial LLC
INCREASED
Shares1,325,773 from 1,279,144
Change+46,629 (+4%)
Value$486.7M (-$45.0M)
Filed 2026-11-06
Ninety One UK Ltd
INCREASED
Shares1,266,720 from 1,103,370
Change+163,350 (+15%)
Value$465.0M (+$6.4M)
Filed 2026-10-15
Daiwa Securities Group Inc.
INCREASED
Shares1,263,767 from 246,020
Change+1,017,747 (+414%)
Value$463.9M (+$361.7M)
Filed 2026-10-29
Bahl & Gaynor LLC
INCREASED
Shares1,187,519 from 1,143,155
Change+44,364 (+4%)
Value$435.9M (-$39.2M)
Filed 2026-11-05
MacKenzie Financial Corp
INCREASED
Shares1,168,692 from 1,038,640
Change+130,052 (+13%)
Value$429.0M (-$2.7M)
Filed 2026-11-02
US Bancorp \de\
DECREASED
Shares1,015,799 from 1,021,603
Change-5,804 (-1%)
Value$372.9M (-$51.7M)
Filed 2026-11-05
Robeco Institutional Asset Management B.V.
INCREASED
Shares973,563 from 749,166
Change+224,397 (+30%)
Value$357.4M (+$46.0M)
Filed 2026-10-20
Veritas Asset Management LLP
DECREASED
Shares938,057 from 1,078,201
Change-140,144 (-13%)
Value$344.3M (-$103.8M)
Filed 2026-11-05
DekaBank Deutsche Girozentrale
DECREASED
Shares908,899 from 936,422
Change-27,523 (-3%)
Value$340.1K (+$87.7K)
Filed 2026-10-27
Fiera Capital Corp
DECREASED
Shares898,956 from 940,415
Change-41,459 (-4%)
Value$330.0M (-$60.9M)
Filed 2026-11-06
PNC Financial Services Group, Inc.
INCREASED
Shares890,506 from 881,317
Change+9,189 (+1%)
Value$326.9M (-$39.4M)
Filed 2026-11-06
Assenagon Asset Management S.A.
DECREASED
Shares853,517 from 1,306,053
Change-452,536 (-35%)
Value$313.3M (-$229.5M)
Filed 2026-10-15
Allen Investment Management, LLC
DECREASED
Shares828,566 from 876,259
Change-47,693 (-5%)
Value$304.2M (-$60.0M)
Filed 2026-11-03
PineStone Asset Management Inc.
INCREASED
Shares828,322 from 807,522
Change+20,800 (+3%)
Value$304.1M (-$31.6M)
Filed 2026-10-16
Eurizon Capital SGR S.p.A.
INCREASED
Shares811,167 from 668,290
Change+142,877 (+21%)
Value$299.3M (+$20.8M)
Filed 2026-11-06
Danske Bank A/S
DECREASED
Shares734,347 from 802,510
Change-68,163 (-8%)
Value$269.6M (-$64.0M)
Filed 2026-11-09
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares726,156 from 606,437
Change+119,719 (+20%)
Value$266.6M (+$14.5M)
Filed 2026-11-03
Handelsbanken Fonder AB
DECREASED
Shares679,255 from 687,561
Change-8,306 (-1%)
Value$249.3K (-$36.4K)
Filed 2026-11-09
M&G Plc
DECREASED
Shares665,988 from 745,287
Change-79,299 (-11%)
Value$244.4M (-$65.6M)
Filed 2026-11-04
Alecta Tjanstepension Omsesidigt
INCREASED
Shares652,900 from 533,000
Change+119,900 (+23%)
Value$239.7M (+$18.3M)
Filed 2026-11-02
New York State Teachers Retirement System
DECREASED
Shares649,239 from 681,675
Change-32,436 (-5%)
Value$238.3K (-$283.1M)
Filed 2026-10-22
Asset Management One Co., Ltd.
INCREASED
Shares554,769 from 540,703
Change+14,066 (+3%)
Value$203.6M (-$21.1M)
Filed 2026-10-27
Pictet Asset Management Holding SA
DECREASED
Shares547,527 from 619,404
Change-71,877 (-12%)
Value$201.0M (-$56.5M)
Filed 2026-11-03
PFA Pension, Forsikringsaktieselskab
INCREASED
Shares532,998 from 486,515
Change+46,483 (+10%)
Value$195.7M (-$6.6M)
Filed 2026-11-06
Davenport & Co LLC
DECREASED
Shares531,134 from 542,271
Change-11,137 (-2%)
Value$196.0M (-$29.9M)
Filed 2026-10-14
Squarepoint Ops LLC
INCREASED
Shares529,022 from 423,218
Change+105,804 (+25%)
Value$194.2M (+$18.3M)
Filed 2026-11-09
Bessemer Group Inc
INCREASED
Shares515,431 from 439,756
Change+75,675 (+17%)
Value$189.2K (-$182.6M)
Filed 2026-11-09
Temasek Holdings (Private) Ltd
INCREASED
Shares507,732 from 371,886
Change+135,846 (+37%)
Value$186.4M (+$31.8M)
Filed 2026-10-28
Fifth Third Bancorp
DECREASED
Shares499,144 from 508,685
Change-9,541 (-2%)
Value$183.2M (-$28.2M)
Filed 2026-11-05
Nordea Investment Management AB
INCREASED
Shares488,139 from 104,246
Change+383,893 (+368%)
Value$180.7M (+$137.2M)
Filed 2026-11-09
William Blair Investment Management, LLC
DECREASED
Shares484,420 from 523,387
Change-38,967 (-7%)
Value$177.8M (-$39.7M)
Filed 2026-11-06
Fort Washington Investment Advisors Inc
INCREASED
Shares480,050 from 477,964
Change+2,086 (+0%)
Value$176.2M (-$22.4M)
Filed 2026-10-15
CIBC Asset Management Inc
INCREASED
Shares479,112 from 454,834
Change+24,278 (+5%)
Value$175.9M (-$13.1M)
Filed 2026-11-05
Strs Ohio
DECREASED
Shares478,254 from 487,487
Change-9,233 (-2%)
Value$175.6M (-$27.1M)
Filed 2026-10-30
Cincinnati Financial Corp
UNCHANGED
Shares468,822 from 468,822
Change0 (0%)
Value$172.1M (-$22.8M)
Filed 2026-11-03
Retirement Systems of Alabama
INCREASED
Shares457,848 from 190,780
Change+267,068 (+140%)
Value$168.1M (+$88.8M)
Filed 2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares428,641 from 214,789
Change+213,852 (+100%)
Value$149.8M (+$66.1M)
Filed 2026-10-13
Thrivent Financial for Lutherans
DECREASED
Shares410,926 from 433,915
Change-22,989 (-5%)
Value$150.8K (-$180.2M)
Filed 2026-11-05
Aberdeen Group plc
DECREASED
Shares376,331 from 1,032,468
Change-656,137 (-64%)
Value$6.8M (-$422.3M)
Filed 2026-11-06
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares374,797 from 371,916
Change+2,881 (+1%)
Value$137.6M (-$17.0M)
Filed 2026-10-20
SEB Asset Management AB
INCREASED
Shares373,695 from 341,002
Change+32,693 (+10%)
Value$137.2M (-$4.6M)
Filed 2026-11-04
Focused Investors LLC
DECREASED
Shares372,800 from 443,500
Change-70,700 (-16%)
Value$136.8M (-$47.5M)
Filed 2026-10-30
Cardano Risk Management B.V.
INCREASED
Shares364,678 from 256,026
Change+108,652 (+42%)
Value$133.9K (+$27.5K)
Filed 2026-10-20
Creative Planning
INCREASED
Shares358,205 from 349,810
Change+8,395 (+2%)
Value$131.5M (-$13.9M)
Filed 2026-11-02
Guardcap Asset Management Ltd
DECREASED
Shares357,036 from 388,415
Change-31,379 (-8%)
Value$130.3M (-$29.6M)
Filed 2026-11-06
Calamos Advisors LLC
INCREASED
Shares349,961 from 309,379
Change+40,582 (+13%)
Value$128.5M (-$123.5K)
Filed 2026-11-02
Smead Capital Management, Inc.
DECREASED
Shares324,391 from 328,414
Change-4,023 (-1%)
Value$119.1M (-$17.4M)
Filed 2026-10-16
Locust Wood Capital Advisers, LLC
INCREASED
Shares323,820 from 254,400
Change+69,420 (+27%)
Value$118.9M (+$13.1M)
Filed 2026-11-03
Candriam S.C.A.
INCREASED
Shares323,073 from 309,295
Change+13,778 (+4%)
Value$119.0M (-$9.4M)
Filed 2026-11-03
Lansforsakringar Fondforvaltning AB (publ)
INCREASED
Shares300,710 from 293,384
Change+7,326 (+3%)
Value$110.4M (-$11.6M)
Filed 2026-11-09
State of New Jersey Common Pension Fund D
DECREASED
Shares292,979 from 293,891
Change-912 (0%)
Value$107.5M (-$14.6M)
Filed 2026-11-05
Factory Mutual Insurance Co
INCREASED
Shares273,616 from 262,150
Change+11,466 (+4%)
Value$100.4M (-$8.5M)
Filed 2026-10-30
Swiss Life Asset Management Ltd
DECREASED
Shares272,385 from 325,827
Change-53,442 (-16%)
Value$100.0M (-$35.4M)
Filed 2026-11-03
Natixis
INCREASED
Shares268,789 from 219,743
Change+49,046 (+22%)
Value$98.7M (+$7.3M)
Filed 2026-11-06
Mn Services Vermogensbeheer B.V.
INCREASED
Shares268,333 from 264,433
Change+3,900 (+1%)
Value$98.5K (-$109.8M)
Filed 2026-10-08
Vontobel Holding Ltd.
INCREASED
Shares266,190 from 108,740
Change+157,450 (+145%)
Value$97.7M (+$52.5M)
Filed 2026-10-16
Vantage Investment Partners, LLC
DECREASED
Shares261,914 from 276,091
Change-14,177 (-5%)
Value$96.1M (-$18.6M)
Filed 2026-10-27
Czech National Bank
DECREASED
Shares257,901 from 258,493
Change-592 (0%)
Value$94.7M (-$12.8M)
Filed 2026-10-13
Arizona State Retirement System
INCREASED
Shares254,624 from 251,862
Change+2,762 (+1%)
Value$93.5M (-$11.2M)
Filed 2026-11-03
iA Global Asset Management Inc.
DECREASED
Shares251,076 from 296,979
Change-45,903 (-15%)
Value$92.2K (-$123.3M)
Filed 2026-10-29
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED
Shares250,091 from 257,828
Change-7,737 (-3%)
Value$91.8M (-$15.4M)
Filed 2026-10-15
Nisa Investment Advisors, LLC
DECREASED
Shares250,024 from 251,966
Change-1,942 (-1%)
Value$91.8M (-$12.9M)
Filed 2026-10-20
ProShare Advisors LLC
DECREASED
Shares240,582 from 242,528
Change-1,946 (-1%)
Value$88.3M (-$12.5M)
Filed 2026-10-29
MFF Capital Investments Ltd
DECREASED
Shares235,981 from 242,384
Change-6,403 (-3%)
Value$86.6M (-$14.1M)
Filed 2026-11-05
Truist Financial Corp
DECREASED
Shares229,201 from 248,398
Change-19,197 (-8%)
Value$84.1M (-$19.1M)
Filed 2026-10-30
State of Michigan Retirement System
DECREASED
Shares225,519 from 232,519
Change-7,000 (-3%)
Value$82.8M (-$13.9M)
Filed 2026-10-27
Nykredit A/S
INCREASED
Shares223,311 from 215,736
Change+7,575 (+4%)
Value$82.0M (-$7.7M)
Filed 2026-11-06
Regions Financial Corp
INCREASED
Shares221,207 from 110,527
Change+110,680 (+100%)
Value$81.2M (+$35.3M)
Filed 2026-11-05
Cincinnati Insurance Co
UNCHANGED
Shares220,081 from 220,081
Change0 (0%)
Value$80.8M (-$10.7M)
Filed 2026-11-03
Mondrian Investment Partners LTD
DECREASED
Shares218,096 from 370,657
Change-152,561 (-41%)
Value$80.1M (-$74.0M)
Filed 2026-10-23
IFM Investors Pty Ltd
INCREASED
Shares214,828 from 207,547
Change+7,281 (+4%)
Value$78.9M (-$7.4M)
Filed 2026-10-14
Cooke & Bieler LP
DECREASED
Shares213,174 from 332,455
Change-119,281 (-36%)
Value$78.3M (-$59.9M)
Filed 2026-10-21
Intech Investment Management LLC
INCREASED
Shares211,490 from 154,618
Change+56,872 (+37%)
Value$77.6M (+$13.4M)
Filed 2026-11-09
ASR Vermogensbeheer N.V.
DECREASED
Shares210,223 from 217,641
Change-7,418 (-3%)
Value$77.2M (-$13.3M)
Filed 2026-10-16
KBC Group NV
DECREASED
Shares206,178 from 757,505
Change-551,327 (-73%)
Value$75.7K (-$314.8M)
Filed 2026-10-22
Commonwealth Equity Services, LLC
INCREASED
Shares200,082 from 197,391
Change+2,691 (+1%)
Value$73.4M (-$8.6M)
Filed 2026-11-02
Allspring Global Investments Holdings, LLC
INCREASED
Shares199,606 from 128,342
Change+71,264 (+56%)
Value$72.9M (+$18.2M)
Filed 2026-11-04
Lido Advisors, LLC
INCREASED
Shares198,361 from 195,496
Change+2,865 (+1%)
Value$72.8M (-$8.4M)
Filed 2026-11-04
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED
Shares198,309 from 200,584
Change-2,275 (-1%)
Value$72.8M (-$10.6M)
Filed 2026-11-03
Border to Coast Pensions Partnership Ltd
INCREASED
Shares197,869 from 179,621
Change+18,248 (+10%)
Value$72.5K (-$74.5M)
Filed 2026-10-09
Keybank National Association
INCREASED
Shares197,486 from 184,245
Change+13,241 (+7%)
Value$72.5M (-$4.1M)
Filed 2026-11-04
Bank Pictet & Cie (Europe) AG
INCREASED
Shares196,988 from 193,604
Change+3,384 (+2%)
Value$72.3M (-$8.2M)
Filed 2026-10-20
Parnassus Investments, LLC
DECREASED
Shares194,509 from 196,098
Change-1,589 (-1%)
Value$71.4M (-$10.1M)
Filed 2026-10-22
Artemis Investment Management LLP
DECREASED
Shares189,516 from 212,682
Change-23,166 (-11%)
Value$69.6M (-$18.8M)
Filed 2026-10-08
PensionDanmark Pensionsforsikringsaktieselskab
INCREASED
Shares188,553 from 187,803
Change+750 (+0%)
Value$69.2M (-$8.8M)
Filed 2026-10-19
Xponance LLC
INCREASED
Shares180,162 from 169,888
Change+10,274 (+6%)
Value$66.1M (-$4.5M)
Filed 2026-11-03
Great Lakes Advisors, LLC
DECREASED
Shares179,278 from 180,036
Change-758 (0%)
Value$65.8M (-$9.0M)
Filed 2026-11-06
TD Waterhouse Canada Inc.
INCREASED
Shares175,466 from 150,953
Change+24,513 (+16%)
Value$64.1M (-$308.3K)
Filed 2026-10-16
BI Asset Management Fondsmaeglerselskab A/S
INCREASED
Shares175,372 from 174,686
Change+686 (+0%)
Value$63.8K (-$7.9K)
Filed 2026-10-22
Yacktman Asset Management LP
INCREASED
Shares172,551 from 171,768
Change+783 (+0%)
Value$63.3M (-$8.1M)
Filed 2026-11-02
Gateway Investment Advisers LLC
INCREASED
Shares171,211 from 167,318
Change+3,893 (+2%)
Value$62.8M (-$6.7M)
Filed 2026-10-13
Neos Investment Management LLC
INCREASED
Shares170,396 from 146,956
Change+23,440 (+16%)
Value$62.5M (+$1.5M)
Filed 2026-11-04
UniSuper Management Pty Ltd
INCREASED
Shares169,760 from 158,033
Change+11,727 (+7%)
Value$62.3M (-$3.4M)
Filed 2026-10-26
Rakuten Investment Management, Inc.
INCREASED
Shares161,794 from 148,509
Change+13,285 (+9%)
Value$60.7M (-$1.7M)
Filed 2026-10-30
Vaughan David Investments LLC
INCREASED
Shares158,932 from 157,200
Change+1,732 (+1%)
Value$58.3K (-$65.3M)
Filed 2026-11-05
Banque Pictet & CIE SA
DECREASED
Shares156,773 from 164,890
Change-8,117 (-5%)
Value$57.5M (-$11.0M)
Filed 2026-10-16
Raiffeisen Bank International AG
DECREASED
Shares156,308 from 164,237
Change-7,929 (-5%)
Value$58.6M (-$10.3M)
Filed 2026-10-28
BCV Asset Management Inc.
DECREASED
Shares155,422 from 155,800
Change-378 (0%)
Value$57.3M (-$8.3M)
Filed 2026-11-06
Amalgamated Bank
DECREASED
Shares154,571 from 160,011
Change-5,440 (-3%)
Value$56.7K (-$66.4M)
Filed 2026-10-23
Virginia Retirement Systems ET Al
DECREASED
Shares151,940 from 154,540
Change-2,600 (-2%)
Value$55.8M (-$8.5M)
Filed 2026-10-28
Assetmark, Inc
DECREASED
Shares148,529 from 160,853
Change-12,324 (-8%)
Value$54.5M (-$12.3M)
Filed 2026-10-21
Achmea Investment Management B.V.
INCREASED
Shares147,240 from 48,996
Change+98,244 (+201%)
Value$54.1M (+$33.7M)
Filed 2026-10-30
Boston Trust Walden Corp
DECREASED
Shares138,405 from 151,891
Change-13,486 (-9%)
Value$50.8M (-$12.3M)
Filed 2026-10-30
Smith Chas P & Associates PA Cpas
DECREASED
Shares137,961 from 138,636
Change-675 (0%)
Value$55.4M (-$2.2M)
Filed 2026-10-22
SP Asset Management LLC
DECREASED
Shares137,152 from 138,292
Change-1,140 (-1%)
Value$50.3M (-$7.1M)
Filed 2026-11-05
OP Asset Management Ltd
INCREASED
Shares136,727 from 101,403
Change+35,324 (+35%)
Value$50.2M (+$8.0M)
Filed 2026-11-05
Kestra Advisory Services, LLC
INCREASED
Shares135,726 from 128,838
Change+6,888 (+5%)
Value$49.8M (-$3.7M)
Filed 2026-11-02
Penn Davis Mcfarland Inc
DECREASED
Shares133,482 from 136,259
Change-2,777 (-2%)
Value$49.0M (-$7.6M)
Filed 2026-10-23
Police & Firemen's Retirement System of New Jersey
DECREASED
Shares133,109 from 135,500
Change-2,391 (-2%)
Value$48.9M (-$7.5M)
Filed 2026-11-09
Seilern Investment Management Ltd
DECREASED
Shares130,988 from 160,023
Change-29,035 (-18%)
Value$48.1M (-$18.4M)
Filed 2026-10-13
Gradient Investments LLC
DECREASED
Shares127,787 from 139,811
Change-12,024 (-9%)
Value$46.9M (-$11.2M)
Filed 2026-10-08
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares127,423 from 127,862
Change-439 (0%)
Value$46.8K (-$53.1M)
Filed 2026-11-02
New York Life Investment Management LLC
DECREASED
Shares124,855 from 126,515
Change-1,660 (-1%)
Value$45.8M (-$6.8M)
Filed 2026-11-04
B. Metzler seel. Sohn & Co. AG
INCREASED
Shares118,925 from 86,196
Change+32,729 (+38%)
Value$43.7M (+$7.8M)
Filed 2026-10-30
Annex Advisory Services, LLC
INCREASED
Shares116,856 from 68,577
Change+48,279 (+70%)
Value$42.9M (+$14.4M)
Filed 2026-10-16
Imc-Chicago, LLC
INCREASED
Shares116,424 from 44,389
Change+72,035 (+162%)
Value$42.7M (+$24.3M)
Filed 2026-11-05
Country Trust Bank
INCREASED
Shares115,308 from 107,280
Change+8,028 (+7%)
Value$42.3M (-$2.3M)
Filed 2026-10-30
Cullen T Bankers, Inc.
INCREASED
Shares114,857 from 110,963
Change+3,894 (+4%)
Value$42.2M (-$4.0M)
Filed 2026-10-28
Wealthfront Advisers LLC
DECREASED
Shares114,495 from 118,689
Change-4,194 (-4%)
Value$42.0M (-$7.3M)
Filed 2026-11-09
Mawer Investment Management Ltd.
DECREASED
Shares112,030 from 129,954
Change-17,924 (-14%)
Value$41.1M (-$12.9M)
Filed 2026-11-06
Campbell Newman Asset Management Inc
INCREASED
Shares111,421 from 109,258
Change+2,163 (+2%)
Value$40.9M (-$4.5M)
Filed 2026-10-22
Oregon Public Employees Retirement Fund
DECREASED
Shares110,385 from 111,701
Change-1,316 (-1%)
Value$40.5M (-$5.9M)
Filed 2026-10-30
Ethic Inc.
INCREASED
Shares107,811 from 104,863
Change+2,948 (+3%)
Value$39.6M (-$4.0M)
Filed 2026-11-03
Summit Securities Group LLC
INCREASED
Shares107,230 from 6,300
Change+100,930 (+1602%)
Value$39.4M (+$36.7M)
Filed 2026-11-05
AGF Management LTD
INCREASED
Shares104,202 from 33,205
Change+70,997 (+214%)
Value$38.3M (+$24.4M)
Filed 2026-11-03
State of Alaska, Department of Revenue
DECREASED
Shares103,794 from 107,746
Change-3,952 (-4%)
Value$38.1K (-$44.7M)
Filed 2026-10-15
Conning Inc.
INCREASED
Shares102,596 from 101,113
Change+1,483 (+1%)
Value$37.7M (-$4.4M)
Filed 2026-10-27
Riverbridge Partners LLC
DECREASED
Shares101,639 from 107,378
Change-5,739 (-5%)
Value$37.3M (-$7.3M)
Filed 2026-11-05
Clifford Swan Investment Counsel LLC
DECREASED
Shares100,149 from 102,523
Change-2,374 (-2%)
Value$36.8M (-$5.8M)
Filed 2026-11-05
Oppenheimer Asset Management Inc.
DECREASED
Shares97,860 from 99,195
Change-1,335 (-1%)
Value$35.9M (-$5.3M)
Filed 2026-10-27
AIA Group Ltd
DECREASED
Shares97,127 from 106,661
Change-9,534 (-9%)
Value$35.7M (-$8.7M)
Filed 2026-10-30
ABN Amro Investment Solutions
INCREASED
Shares94,862 from 72,210
Change+22,652 (+31%)
Value$34.8M (+$4.8M)
Filed 2026-10-21
Allworth Financial LP
INCREASED
Shares94,771 from 88,309
Change+6,462 (+7%)
Value$39.4M (+$2.7M)
Filed 2026-11-06
Carnegie Investment Counsel
DECREASED
Shares93,619 from 96,955
Change-3,336 (-3%)
Value$32.9M (-$5.7M)
Filed 2026-10-20
Mutual of America Capital Management LLC
DECREASED
Shares91,694 from 93,355
Change-1,661 (-2%)
Value$33.7M (-$5.1M)
Filed 2026-10-23
Generali Powszechne Towarzystwo Emerytalne
UNCHANGED
Shares90,350 from 90,350
Change0 (0%)
Value$33.2M (-$4.4M)
Filed 2026-11-06
D.A. Davidson & Co.
INCREASED
Shares88,998 from 85,018
Change+3,980 (+5%)
Value$32.7M (-$2.7M)
Filed 2026-10-28
Tctc Holdings, LLC
DECREASED
Shares86,140 from 86,500
Change-360 (0%)
Value$31.6M (-$4.3M)
Filed 2026-11-02
PBU - The Pension Fund of Early Childhood & Youth Educators
INCREASED
Shares84,834 from 82,466
Change+2,368 (+3%)
Value$31.1M (-$3.1M)
Filed 2026-11-06
Academy Capital Management
DECREASED
Shares84,093 from 84,959
Change-866 (-1%)
Value$30.9M (-$4.4M)
Filed 2026-11-05
Yousif Capital Management, LLC
DECREASED
Shares82,913 from 84,606
Change-1,693 (-2%)
Value$30.4M (-$4.7M)
Filed 2026-10-22
Savant Capital, LLC
INCREASED
Shares82,603 from 75,328
Change+7,275 (+10%)
Value$30.3M (+$2.7M)
Filed 2026-11-06
Marco Investment Management LLC
INCREASED
Shares82,164 from 76,363
Change+5,801 (+8%)
Value$30.2M (-$1.6M)
Filed 2026-11-09
Danica Pension, Livsforsikringsaktieselskab
UNCHANGED
Shares81,245 from 81,245
Change0 (0%)
Value$29.8M (-$3.9M)
Filed 2026-11-09
Aware Super Pty Ltd as trustee of Aware Super
INCREASED
Shares80,103 from 61,421
Change+18,682 (+30%)
Value$29.4M (+$3.9M)
Filed 2026-10-30
Perpetual Ltd
DECREASED
Shares78,623 from 84,327
Change-5,704 (-7%)
Value$28.9M (-$6.2M)
Filed 2026-10-13
Heritage Investors Management Corp
DECREASED
Shares76,710 from 80,002
Change-3,292 (-4%)
Value$28.2K (-$33.2M)
Filed 2026-10-29
Mesirow Financial Investment Management, Inc.
INCREASED
Shares76,029 from 72,504
Change+3,525 (+5%)
Value$27.9M (-$2.2M)
Filed 2026-11-05
Atria Investments, Inc
INCREASED
Shares75,981 from 71,840
Change+4,141 (+6%)
Value$27.9M (-$2.0M)
Filed 2026-10-15
Palisade Asset Management, LLC
DECREASED
Shares73,704 from 79,856
Change-6,152 (-8%)
Value$27.1M (-$6.1M)
Filed 2026-11-03
Mizuho Securities USA LLC
INCREASED
Shares73,260 from 71,097
Change+2,163 (+3%)
Value$28.5M (-$1.0M)
Filed 2026-11-09
Canada Post Corp Registered Pension Plan
DECREASED
Shares72,239 from 73,567
Change-1,328 (-2%)
Value$27.1M (-$3.5M)
Filed 2026-11-09
KTF Investments, LLC
DECREASED
Shares72,016 from 76,304
Change-4,288 (-6%)
Value$26.4M (-$5.3M)
Filed 2026-10-23
Adams Diversified Equity Fund, Inc.
UNCHANGED
Shares71,500 from 71,500
Change0 (0%)
Value$26.2M (-$3.5M)
Filed 2026-10-21
Sterling Capital Management LLC
DECREASED
Shares71,385 from 71,771
Change-386 (-1%)
Value$26.2M (-$3.6M)
Filed 2026-10-22
Gulf International Bank (UK) Ltd
UNCHANGED
Shares70,448 from 70,448
Change0 (0%)
Value$25.9K (-$29.3M)
Filed 2026-10-20
Quintet Private Bank (Europe) S.A.
INCREASED
Shares70,325 from 49,906
Change+20,419 (+41%)
Value$25.8M (+$5.1M)
Filed 2026-10-08
Avanza Fonder AB
INCREASED
Shares68,222 from 60,556
Change+7,666 (+13%)
Value$25.0M (-$126.0K)
Filed 2026-10-13
Douglas Lane & Associates, LLC
DECREASED
Shares67,715 from 74,671
Change-6,956 (-9%)
Value$24.9M (-$6.2M)
Filed 2026-10-09
Wedge Capital Management L L P
INCREASED
Shares67,457 from 1,378
Change+66,079 (+4795%)
Value$24.8M (+$24.2M)
Filed 2026-10-13
Phoenix Financial Ltd.
INCREASED
Shares66,286 from 63,190
Change+3,096 (+5%)
Value$24.3M (-$2.0M)
Filed 2026-11-09
OFI Invest Asset Management
DECREASED
Shares64,937 from 355,341
Change-290,404 (-82%)
Value$21.1M (-$108.2M)
Filed 2026-11-06
Midwest Trust Co
INCREASED
Shares64,755 from 56,860
Change+7,895 (+14%)
Value$23.8M (+$137.6K)
Filed 2026-10-22
NFJ Investment Group, LLC
NEW
Shares64,612
Change+64,612
Value$23.7M
Filed 2026-11-09
Cornerstone Advisors, LLC
INCREASED
Shares64,287 from 29,599
Change+34,688 (+117%)
Value$23.6M (+$11.3M)
Filed 2026-11-06
Arnhold LLC
UNCHANGED
Shares63,310 from 63,310
Change0 (0%)
Value$23.2M (-$3.1M)
Filed 2026-10-26
Community Trust & Investment Co
DECREASED
Shares63,264 from 64,215
Change-951 (-1%)
Value$23.2M (-$3.5M)
Filed 2026-10-15
Farmers & Merchants Investments Inc
INCREASED
Shares63,031 from 63,018
Change+13 (+0%)
Value$23.1M (-$3.1M)
Filed 2026-10-22
DSG Capital Advisors, LLC
INCREASED
Shares62,565 from 61,997
Change+568 (+1%)
Value$23.0M (-$3.4M)
Filed 2026-11-05
Illinois Municipal Retirement Fund
INCREASED
Shares61,044 from 56,649
Change+4,395 (+8%)
Value$22.4M (-$1.1M)
Filed 2026-11-05
CapWealth Advisors, LLC
DECREASED
Shares59,277 from 59,372
Change-95 (0%)
Value$21.8M (-$2.9M)
Filed 2026-10-05
HB Wealth Management, LLC
INCREASED
Shares59,095 from 58,523
Change+572 (+1%)
Value$21.7M (-$2.6M)
Filed 2026-10-23
Jefferies Financial Group Inc.
DECREASED
Shares58,579 from 127,745
Change-69,166 (-54%)
Value$21.5M (-$31.6M)
Filed 2026-11-05
Prospera Financial Services Inc
INCREASED
Shares58,575 from 42,278
Change+16,297 (+39%)
Value$23.9M (+$6.3M)
Filed 2026-11-04
Mill Capital Management, LLC
INCREASED
Shares57,761 from 57,584
Change+177 (+0%)
Value$21.2M (-$2.7M)
Filed 2026-10-26
Intact Investment Management Inc.
INCREASED
Shares56,260 from 48,370
Change+7,890 (+16%)
Value$20.7M (+$547.9K)
Filed 2026-11-03
Tokio Marine Asset Management Co LTD
INCREASED
Shares56,237 from 54,927
Change+1,310 (+2%)
Value$20.6M (-$2.2M)
Filed 2026-10-26
Bokf, NA
DECREASED
Shares56,023 from 59,274
Change-3,251 (-5%)
Value$20.6M (-$4.1M)
Filed 2026-10-27
GFS Advisors, LLC
INCREASED
Shares55,334 from 50,216
Change+5,118 (+10%)
Value$20.3M (+$20.3M)
Filed 2026-11-03
Maryland State Retirement & Pension System
INCREASED
Shares55,159 from 48,656
Change+6,503 (+13%)
Value$20.2M (+$24.9K)
Filed 2026-11-05
Bailard, Inc.
DECREASED
Shares53,094 from 53,368
Change-274 (-1%)
Value$19.5M (-$2.7M)
Filed 2026-10-13
Picton Mahoney Asset Management
INCREASED
Shares53,071 from 2,893
Change+50,178 (+1734%)
Value$19.5M (+$18.3M)
Filed 2026-11-09
Old National Bancorp
INCREASED
Shares52,087 from 52,077
Change+10 (+0%)
Value$19.1M (-$2.5M)
Filed 2026-10-20
71 West Capital Partners
INCREASED
Shares51,659 from 51,511
Change+148 (+0%)
Value$19.0M (-$2.4M)
Filed 2026-11-04
Vise Technologies, Inc.
INCREASED
Shares51,505 from 41,380
Change+10,125 (+24%)
Value$18.9M (+$1.7M)
Filed 2026-10-29
Canoe Financial LP
DECREASED
Shares50,438 from 50,838
Change-400 (-1%)
Value$18.4M (-$2.7M)
Filed 2026-10-21
Fisher Funds Management LTD
INCREASED
Shares50,362 from 46,062
Change+4,300 (+9%)
Value$18.5M (-$657.9K)
Filed 2026-10-13
Financiere des Professionnels - Fonds d'investissement inc.
INCREASED
Shares50,178 from 10,500
Change+39,678 (+378%)
Value$18.4M (+$14.1M)
Filed 2026-11-03
Allen Mooney & Barnes Investment Advisors LLC
INCREASED
Shares49,862 from 49,469
Change+393 (+1%)
Value$18.3M (-$2.3M)
Filed 2026-10-08
Cohen Capital Management, Inc.
DECREASED
Shares49,813 from 49,913
Change-100 (0%)
Value$18.3M (-$2.5M)
Filed 2026-10-14
OpenArc Corporate Advisory, LLC
INCREASED
Shares49,796 from 48,833
Change+963 (+2%)
Value$18.3M (-$2.0M)
Filed 2026-10-21
D'Orazio & Associates, Inc.
INCREASED
Shares49,062 from 48,884
Change+178 (+0%)
Value$18.0M (-$2.3M)
Filed 2026-11-04
Level Four Advisory Services, LLC
DECREASED
Shares48,586 from 51,931
Change-3,345 (-6%)
Value$17.8M (-$3.7M)
Filed 2026-11-06
Pittenger & Anderson Inc
INCREASED
Shares48,528 from 42,482
Change+6,046 (+14%)
Value$17.8M (+$156.9K)
Filed 2026-11-02
Hartford Investment Management Co
DECREASED
Shares48,061 from 50,214
Change-2,153 (-4%)
Value$17.6M (-$3.2M)
Filed 2026-11-04
NLB Skladi, upravljanje premozenja, d.o.o.
INCREASED
Shares46,829 from 45,258
Change+1,571 (+3%)
Value$17.2M (-$1.6M)
Filed 2026-10-22
Private Advisory Group LLC
INCREASED
Shares46,817 from 40,598
Change+6,219 (+15%)
Value$17.2M (+$311.8K)
Filed 2026-11-06
SteelPeak Wealth, LLC
INCREASED
Shares45,834 from 32,301
Change+13,533 (+42%)
Value$16.8M (+$3.4M)
Filed 2026-10-16
Kinsale Capital Group, Inc.
INCREASED
Shares45,671 from 38,510
Change+7,161 (+19%)
Value$16.8M (+$759.3K)
Filed 2026-11-04
DDD Partners, LLC
INCREASED
Shares45,194 from 44,518
Change+676 (+2%)
Value$16.6M (-$1.9M)
Filed 2026-11-02
New Mexico Educational Retirement Board
UNCHANGED
Shares45,020 from 45,020
Change0 (0%)
Value$16.5K (-$18.7M)
Filed 2026-11-05
General American Investors Co Inc
NEW
Shares45,000
Change+45,000
Value$16.5M
Filed 2026-11-02
Concurrent Investment Advisors, LLC
INCREASED
Shares44,259 from 30,010
Change+14,249 (+47%)
Value$16.2M (+$3.8M)
Filed 2026-10-16
Associated Banc-Corp
DECREASED
Shares44,179 from 47,003
Change-2,824 (-6%)
Value$16.2M (-$3.3M)
Filed 2026-10-30
Louisiana State Employees Retirement System
DECREASED
Shares44,100 from 46,400
Change-2,300 (-5%)
Value$16.2M (-$3.1M)
Filed 2026-10-20
NAN Fung Trinity (HK) Ltd
DECREASED
Shares43,575 from 68,335
Change-24,760 (-36%)
Value$16.0M (-$12.4M)
Filed 2026-11-06
Exchange Traded Concepts, LLC
INCREASED
Shares43,471 from 29,737
Change+13,734 (+46%)
Value$16.0M (+$3.6M)
Filed 2026-10-28
TrueMark Investments, LLC
INCREASED
Shares43,414 from 38,459
Change+4,955 (+13%)
Value$15.9M (-$48.3K)
Filed 2026-11-05
Strong Tower Advisory Services
DECREASED
Shares42,924 from 44,271
Change-1,347 (-3%)
Value$15.8M (-$2.6M)
Filed 2026-10-13
Ag2r LA Mondiale Gestion D'actifs
INCREASED
Shares42,049 from 39,866
Change+2,183 (+5%)
Value$15.4M (-$1.1M)
Filed 2026-10-26
Eagle Global Advisors LLC
INCREASED
Shares41,943 from 41,651
Change+292 (+1%)
Value$15.4M (-$1.9M)
Filed 2026-11-02
Univest Financial Corp
DECREASED
Shares41,580 from 48,034
Change-6,454 (-13%)
Value$15.3M (-$4.7M)
Filed 2026-11-05
Unicom Systems, Inc.
UNCHANGED
Shares41,434 from 41,434
Change0 (0%)
Value$15.2M (-$2.0M)
Filed 2026-10-13
Simplify Asset Management Inc.
DECREASED
Shares41,403 from 42,212
Change-809 (-2%)
Value$15.2M (-$2.3M)
Filed 2026-10-27
Appleton Partners Inc
INCREASED
Shares40,974 from 40,664
Change+310 (+1%)
Value$15.0K (-$16.9M)
Filed 2026-10-30
Seizert Capital Partners, LLC
DECREASED
Shares40,969 from 111,973
Change-71,004 (-63%)
Value$15.0M (-$31.5M)
Filed 2026-10-30
TCV Trust & Wealth Management, Inc.
DECREASED
Shares40,725 from 43,005
Change-2,280 (-5%)
Value$14.9M (-$2.9M)
Filed 2026-10-16
Summit Financial Wealth Advisors, LLC
DECREASED
Shares40,627 from 41,672
Change-1,045 (-3%)
Value$14.9M (-$2.4M)
Filed 2026-10-15
Vest Financial, LLC
DECREASED
Shares40,230 from 40,625
Change-395 (-1%)
Value$14.8M (-$2.1M)
Filed 2026-10-21
Calamos Wealth Management LLC
DECREASED
Shares39,975 from 40,455
Change-480 (-1%)
Value$14.7M (-$2.1M)
Filed 2026-11-02
Park Avenue Securities LLC
INCREASED
Shares39,618 from 37,087
Change+2,531 (+7%)
Value$14.5K (-$15.4M)
Filed 2026-10-26
Patten & Patten Inc
DECREASED
Shares39,345 from 43,934
Change-4,589 (-10%)
Value$14.4M (-$3.8M)
Filed 2026-10-26
Bayban
UNCHANGED
Shares38,800 from 38,800
Change0 (0%)
Value$16.1M ($0)
Filed 2026-11-05
Sava Infond d.o.o.
DECREASED
Shares38,518 from 53,018
Change-14,500 (-27%)
Value$14.1M (-$7.9M)
Filed 2026-10-28
Kestra Private Wealth Services, LLC
INCREASED
Shares38,203 from 37,810
Change+393 (+1%)
Value$14.0M (-$1.7M)
Filed 2026-11-06
NWF Advisory Services Inc.
DECREASED
Shares38,132 from 38,537
Change-405 (-1%)
Value$14.0M (-$2.0M)
Filed 2026-10-19
Diversified Trust Co
DECREASED
Shares37,680 from 51,431
Change-13,751 (-27%)
Value$13.8M (-$7.5M)
Filed 2026-11-06
First National Trust Co
DECREASED
Shares36,668 from 38,130
Change-1,462 (-4%)
Value$13.5M (-$2.4M)
Filed 2026-10-28
Oppenheimer & Co Inc
INCREASED
Shares36,320 from 29,503
Change+6,817 (+23%)
Value$13.3M (+$1.1M)
Filed 2026-10-26
Violich Capital Management, Inc.
INCREASED
Shares36,134 from 31,254
Change+4,880 (+16%)
Value$13.3M (+$274.0K)
Filed 2026-10-05
Choreo, LLC
DECREASED
Shares36,004 from 36,492
Change-488 (-1%)
Value$13.2M (-$2.0M)
Filed 2026-10-28
IFP Advisors, Inc
DECREASED
Shares35,504 from 39,233
Change-3,729 (-9%)
Value$13.0M (-$3.3M)
Filed 2026-10-16
Emerald Investment Advisers, LLC
INCREASED
Shares34,371 from 30,090
Change+4,281 (+14%)
Value$12.6M (+$110.6K)
Filed 2026-11-09
Coldstream Capital Management Inc
DECREASED
Shares34,168 from 35,948
Change-1,780 (-5%)
Value$12.5M (-$2.4M)
Filed 2026-11-09
Jessup Wealth Management, Inc
INCREASED
Shares34,035 from 33,489
Change+546 (+2%)
Value$12.5M (-$1.4M)
Filed 2026-10-20
Mattern Capital Management, LLC
DECREASED
Shares33,919 from 35,240
Change-1,321 (-4%)
Value$12.5M (-$2.2M)
Filed 2026-11-02
Elevation Point Wealth Partners, LLC
INCREASED
Shares33,893 from 31,341
Change+2,552 (+8%)
Value$12.5M (-$514.0K)
Filed 2026-11-05
Investment House LLC
DECREASED
Shares33,604 from 39,389
Change-5,785 (-15%)
Value$12.3M (-$4.0M)
Filed 2026-10-21
Focus Financial Network, Inc.
INCREASED
Shares33,275 from 32,977
Change+298 (+1%)
Value$12.2M (-$1.5M)
Filed 2026-10-14
LBP AM SA
DECREASED
Shares32,796 from 63,401
Change-30,605 (-48%)
Value$12.0M (-$14.3M)
Filed 2026-11-06
E. Ohman J:or Asset Management AB
INCREASED
Shares32,659 from 31,689
Change+970 (+3%)
Value$12.0M (-$1.2M)
Filed 2026-10-22
Soltis Investment Advisors LLC
INCREASED
Shares32,623 from 31,654
Change+969 (+3%)
Value$12.0M (-$1.2M)
Filed 2026-10-28
Thompson Investment Management, Inc.
DECREASED
Shares32,434 from 33,642
Change-1,208 (-4%)
Value$11.9M (-$2.1M)
Filed 2026-10-14
Central Trust Co
DECREASED
Shares32,297 from 32,888
Change-591 (-2%)
Value$11.9M (-$1.8M)
Filed 2026-11-05
Merit Financial Group, LLC
INCREASED
Shares31,853 from 31,551
Change+302 (+1%)
Value$11.7M (-$1.4M)
Filed 2026-11-06
Argent Trust Co
DECREASED
Shares31,512 from 34,155
Change-2,643 (-8%)
Value$11.6M (-$2.6M)
Filed 2026-11-09
Apollon Wealth Management, LLC
DECREASED
Shares31,386 from 32,118
Change-732 (-2%)
Value$11.5M (-$1.8M)
Filed 2026-10-23
Asio Capital, LLC
INCREASED
Shares31,234 from 30,746
Change+488 (+2%)
Value$11.5M (-$1.3M)
Filed 2026-10-19
Teamwork Financial Advisors, LLC
DECREASED
Shares31,218 from 31,314
Change-96 (0%)
Value$11.5M (-$1.6M)
Filed 2026-10-19
Union Bancaire Privee, UBP SA
NEW
Shares31,012
Change+31,012
Value$11.5M
Filed 2026-11-04
Everest Financial Group LLC
DECREASED
Shares30,947 from 32,682
Change-1,735 (-5%)
Value$11.4M (-$2.2M)
Filed 2026-11-06
Americana Partners, LLC
INCREASED
Shares30,938 from 29,074
Change+1,864 (+6%)
Value$11.4M (-$727.3K)
Filed 2026-10-28
Gryphon Financial Partners LLC
INCREASED
Shares30,935 from 30,724
Change+211 (+1%)
Value$11.4M (-$1.4M)
Filed 2026-11-04
Florida Trust Wealth Management Co
DECREASED
Shares30,769 from 30,900
Change-131 (0%)
Value$11.3M (-$1.5M)
Filed 2026-11-05
Petredis Investment Advisors LLC
INCREASED
Shares30,493 from 30,468
Change+25 (+0%)
Value$11.2M (-$1.5M)
Filed 2026-10-20
Diversify Advisory Services, LLC
DECREASED
Shares30,147 from 33,396
Change-3,249 (-10%)
Value$12.3M (-$1.7M)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares30,147 from 33,396
Change-3,249 (-10%)
Value$12.3M (-$1.7M)
Filed 2026-10-20
MGO One Seven LLC
INCREASED
Shares30,060 from 29,713
Change+347 (+1%)
Value$11.0M (-$1.3M)
Filed 2026-10-28
Washington Trust Bank
INCREASED
Shares29,954 from 29,521
Change+433 (+1%)
Value$11.0M (-$1.3M)
Filed 2026-11-03
Toth Financial Advisory Corp
INCREASED
Shares29,917 from 26,164
Change+3,753 (+14%)
Value$11.0M (+$107.4K)
Filed 2026-10-08
Plato Investment Management Ltd
INCREASED
Shares29,879 from 23,178
Change+6,701 (+29%)
Value$11.0M (+$1.4M)
Filed 2026-11-05
Gamma Investing LLC
DECREASED
Shares29,681 from 30,011
Change-330 (-1%)
Value$10.9M (-$1.6M)
Filed 2026-10-08
Heritage Trust Co
INCREASED
Shares29,547 from 29,111
Change+436 (+2%)
Value$10.8M (-$1.3M)
Filed 2026-11-09
CX Institutional
DECREASED
Shares29,294 from 29,729
Change-435 (-1%)
Value$10.8K (-$1.6K)
Filed 2026-10-02
Alerus Financial NA
DECREASED
Shares29,102 from 29,498
Change-396 (-1%)
Value$10.7M (-$1.6M)
Filed 2026-11-09
Farther Finance Advisors, LLC
INCREASED
Shares28,807 from 23,255
Change+5,552 (+24%)
Value$10.6M (+$903.6K)
Filed 2026-10-08
Triglav Investments, D.O.O.
INCREASED
Shares28,700 from 25,200
Change+3,500 (+14%)
Value$10.5M (+$61.3K)
Filed 2026-11-06
North Dakota State Investment Board
DECREASED
Shares28,606 from 29,272
Change-666 (-2%)
Value$10.5M (-$1.7M)
Filed 2026-10-27
Hennessy Advisors Inc
DECREASED
Shares28,500 from 28,850
Change-350 (-1%)
Value$10.5M (-$1.5M)
Filed 2026-10-28
Folger Nolan Fleming Douglas Capital Management, Inc
DECREASED
Shares28,444 from 29,919
Change-1,475 (-5%)
Value$10.4M (-$2.0M)
Filed 2026-10-13
Quadrant Capital Group LLC
DECREASED
Shares28,380 from 28,522
Change-142 (0%)
Value$10.7M (-$1.1M)
Filed 2026-10-20
Fulton Breakefield Broenniman LLC
DECREASED
Shares28,249 from 41,408
Change-13,159 (-32%)
Value$10.4M (-$6.8M)
Filed 2026-11-03
Mirador Capital Partners LP
INCREASED
Shares28,030 from 26,503
Change+1,527 (+6%)
Value$10.3M (-$726.1K)
Filed 2026-10-09
Foyston, Gordon & Payne Inc
DECREASED
Shares27,798 from 29,851
Change-2,053 (-7%)
Value$10.2M (-$2.2M)
Filed 2026-11-02
Ninety One SA (PTY) Ltd
DECREASED
Shares27,529 from 32,257
Change-4,728 (-15%)
Value$10.1M (-$3.3M)
Filed 2026-10-15
Ibex Wealth Advisors
DECREASED
Shares27,442 from 39,448
Change-12,006 (-30%)
Value$10.1M (-$6.3M)
Filed 2026-11-06
Premier Fund Managers Ltd
DECREASED
Shares27,325 from 37,491
Change-10,166 (-27%)
Value$10.2K (-$15.7M)
Filed 2026-11-02
Bank Julius Baer & Co. Ltd, Zurich
DECREASED
Shares27,239 from 29,147
Change-1,908 (-7%)
Value$10.0M (-$2.1M)
Filed 2026-10-29
Blue Zone Wealth Advisors, LLC
DECREASED
Shares27,183 from 27,416
Change-233 (-1%)
Value$10.0M (-$1.4M)
Filed 2026-10-19
Principle Wealth Partners LLC
INCREASED
Shares27,045 from 26,657
Change+388 (+1%)
Value$9.9M (-$1.2M)
Filed 2026-11-02
Freestone Capital Holdings, LLC
DECREASED
Shares26,531 from 27,511
Change-980 (-4%)
Value$9.7M (-$1.7M)
Filed 2026-11-09
Live Oak Private Wealth LLC
DECREASED
Shares26,120 from 28,355
Change-2,235 (-8%)
Value$9.6M (-$2.2M)
Filed 2026-11-02
Cincinnati Specialty Underwriters Insurance Co
UNCHANGED
Shares26,000 from 26,000
Change0 (0%)
Value$9.5M (-$1.3M)
Filed 2026-11-03
Marietta Wealth Management, LLC
DECREASED
Shares25,847 from 26,173
Change-326 (-1%)
Value$10.2M (-$652.7K)
Filed 2026-10-22
Parallel Advisors, LLC
DECREASED
Shares25,161 from 25,989
Change-828 (-3%)
Value$9.2M (-$1.6M)
Filed 2026-11-03
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares25,120 from 25,559
Change-439 (-2%)
Value$9.2M (-$1.4M)
Filed 2026-11-04
Tema Etfs LLC
DECREASED
Shares25,090 from 25,668
Change-578 (-2%)
Value$9.2M (-$1.5M)
Filed 2026-10-16
Prime Capital Investment Advisors, LLC
INCREASED
Shares25,076 from 23,773
Change+1,303 (+5%)
Value$9.2M (-$675.8K)
Filed 2026-10-20
Simplex Trading, LLC
DECREASED
Shares24,956 from 65,879
Change-40,923 (-62%)
Value$9.2M (-$18.2M)
Filed 2026-11-04
NorthCrest Asset Manangement, LLC
INCREASED
Shares24,897 from 17,624
Change+7,273 (+41%)
Value$9.2M (+$1.6M)
Filed 2026-10-13
Brighton Jones LLC
DECREASED
Shares24,766 from 24,767
Change-1 (0%)
Value$9.1M (-$1.2M)
Filed 2026-11-03
First American Bank
INCREASED
Shares24,647 from 23,464
Change+1,183 (+5%)
Value$9.0M (-$704.9K)
Filed 2026-10-27
Mcrae Capital Management Inc
INCREASED
Shares24,589 from 24,171
Change+418 (+2%)
Value$9.0M (-$1.0M)
Filed 2026-10-15
GF Fund Management Co. Ltd.
UNCHANGED
Shares24,588 from 24,588
Change0 (0%)
Value$9.0M (-$1.2M)
Filed 2026-10-26
QV Investors Inc.
DECREASED
Shares24,494 from 24,874
Change-380 (-2%)
Value$9.0K (-$10.3M)
Filed 2026-10-20
Carnegie Lake Advisors LLC
UNCHANGED
Shares24,446 from 24,446
Change0 (0%)
Value$9.0M (-$1.2M)
Filed 2026-11-06
Lake Street Private Wealth, LLC
DECREASED
Shares24,232 from 24,723
Change-491 (-2%)
Value$8.9M (-$1.4M)
Filed 2026-10-22
Pioneer Trust Bank N A
INCREASED
Shares23,959 from 23,854
Change+105 (+0%)
Value$8.8M (-$1.1M)
Filed 2026-11-06
Alps Advisors Inc
DECREASED
Shares23,866 from 27,758
Change-3,892 (-14%)
Value$8.8M (-$2.8M)
Filed 2026-11-03
Victrix Investment Advisors
INCREASED
Shares23,629 from 23,443
Change+186 (+1%)
Value$8.7M (-$1.1M)
Filed 2026-10-13
Penobscot Investment Management Company, Inc.
INCREASED
Shares23,601 from 21,503
Change+2,098 (+10%)
Value$8.7M (-$273.8K)
Filed 2026-10-26
Securian Asset Management, Inc
DECREASED
Shares23,315 from 24,133
Change-818 (-3%)
Value$8.6M (-$1.7M)
Filed 2026-11-06
Fulcrum Capital LLC
DECREASED
Shares23,176 from 23,494
Change-318 (-1%)
Value$8.5M (-$1.3M)
Filed 2026-10-15
Fideuram Asset Management (Ireland) dac
DECREASED
Shares23,168 from 128,592
Change-105,424 (-82%)
Value$9.5M (-$40.5M)
Filed 2026-10-29
JAG Capital Management, LLC
INCREASED
Shares23,163 from 22,794
Change+369 (+2%)
Value$8.5M (-$971.2K)
Filed 2026-11-06
Consolidated Investment Group LLC
UNCHANGED
Shares23,130 from 23,130
Change0 (0%)
Value$8.5M (-$1.1M)
Filed 2026-11-04
Chesley Taft & Associates LLC
DECREASED
Shares23,056 from 24,620
Change-1,564 (-6%)
Value$8.5M (-$1.8M)
Filed 2026-10-13
Texas Capital Bank Wealth Management Services Inc
INCREASED
Shares22,843 from 22,258
Change+585 (+3%)
Value$8.4M (-$865.9K)
Filed 2026-11-09
Wedbush Securities Inc
DECREASED
Shares22,756 from 23,548
Change-792 (-3%)
Value$8.4K (-$9.8M)
Filed 2026-10-22
Signaturefd, LLC
INCREASED
Shares22,618 from 22,240
Change+378 (+2%)
Value$8.3M (-$941.0K)
Filed 2026-10-23
Harbour Investments, Inc.
DECREASED
Shares22,456 from 23,835
Change-1,379 (-6%)
Value$8.2M (-$1.7M)
Filed 2026-11-09
Obermeyer Wealth Partners
DECREASED
Shares22,223 from 23,140
Change-917 (-4%)
Value$8.2M (-$1.5M)
Filed 2026-10-21
Ferguson Wellman Capital Management, Inc
DECREASED
Shares22,118 from 22,200
Change-82 (0%)
Value$8.1M (-$1.1M)
Filed 2026-10-05
Ashton Thomas Private Wealth, LLC
DECREASED
Shares22,111 from 23,459
Change-1,348 (-6%)
Value$8.1M (-$1.6M)
Filed 2026-11-03
Morguard Lincluden Global Investments Ltd
DECREASED
Shares21,955 from 22,589
Change-634 (-3%)
Value$8.1K (-$9.4M)
Filed 2026-10-28
University of Texas S AM Investment Management Co
INCREASED
Shares21,805 from 475
Change+21,330 (+4491%)
Value$8.0M (+$7.8M)
Filed 2026-11-03
Bretton Capital Management, LLC
UNCHANGED
Shares21,700 from 21,700
Change0 (0%)
Value$8.0M (-$1.1M)
Filed 2026-10-22
Turtle Creek Wealth Advisors, LLC
DECREASED
Shares21,624 from 21,800
Change-176 (-1%)
Value$7.9M (-$1.1M)
Filed 2026-10-15
Banque de Luxembourg S.A.
DECREASED
Shares21,611 from 22,683
Change-1,072 (-5%)
Value$7.9M (-$1.5M)
Filed 2026-10-14
Greenwood Capital Associates LLC
DECREASED
Shares21,532 from 21,632
Change-100 (0%)
Value$7.9M (-$1.1M)
Filed 2026-10-27
BG Investment Services, LLC
INCREASED
Shares21,375 from 1,236
Change+20,139 (+1629%)
Value$7.8M (+$7.3M)
Filed 2026-10-23
Evergreen Capital Management LLC
INCREASED
Shares21,340 from 21,037
Change+303 (+1%)
Value$7.8M (-$910.1K)
Filed 2026-10-23
North Point Portfolio Managers Corp
DECREASED
Shares21,327 from 22,058
Change-731 (-3%)
Value$7.8M (-$1.3M)
Filed 2026-10-07
Sather Financial Group Inc
UNCHANGED
Shares21,325 from 21,325
Change0 (0%)
Value$7.8M (-$1.0M)
Filed 2026-10-30
First Citizens Bank & Trust Co
INCREASED
Shares21,294 from 17,641
Change+3,653 (+21%)
Value$7.8M (+$484.5K)
Filed 2026-10-14
Pinnacle Associates LTD
DECREASED
Shares21,182 from 21,693
Change-511 (-2%)
Value$7.8M (-$1.2M)
Filed 2026-10-20
WP Advisors, LLC
DECREASED
Shares21,134 from 21,846
Change-712 (-3%)
Value$7.8M (-$1.3M)
Filed 2026-10-22
WealthPlan Investment Management, LLC
INCREASED
Shares21,049 from 18,649
Change+2,400 (+13%)
Value$7.7M (-$24.3K)
Filed 2026-10-15
J.W. Cole Advisors, Inc.
DECREASED
Shares20,584 from 21,280
Change-696 (-3%)
Value$7.6M (-$1.3M)
Filed 2026-11-05
Lowe Brockenbrough & Co Inc
INCREASED
Shares20,508 from 20,450
Change+58 (+0%)
Value$7.5M (-$971.8K)
Filed 2026-11-09
Great Waters Wealth Management
DECREASED
Shares20,426 from 20,620
Change-194 (-1%)
Value$7.5M (-$1.1M)
Filed 2026-10-07
Machina Capital S.A.S.
NEW
Shares20,424
Change+20,424
Value$7.5M
Filed 2026-11-05
McGinn Penninger Investment Management, Inc.
DECREASED
Shares20,422 from 21,126
Change-704 (-3%)
Value$7.5K (-$8.8M)
Filed 2026-11-09
Ritholtz Wealth Management
DECREASED
Shares20,368 from 22,405
Change-2,037 (-9%)
Value$7.5M (-$1.8M)
Filed 2026-11-05
Great Valley Advisor Group, Inc.
DECREASED
Shares20,140 from 20,268
Change-128 (-1%)
Value$7.4M (-$1.0M)
Filed 2026-11-09
Parcion Private Wealth LLC
DECREASED
Shares19,621 from 19,889
Change-268 (-1%)
Value$7.2M (-$1.1M)
Filed 2026-10-28
Simplicity Wealth,LLC
DECREASED
Shares19,619 from 31,667
Change-12,048 (-38%)
Value$7.2M (-$6.0M)
Filed 2026-10-23
Ascent Group, LLC
DECREASED
Shares19,449 from 19,555
Change-106 (-1%)
Value$7.1M (-$988.5K)
Filed 2026-10-30
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares19,276 from 14,653
Change+4,623 (+32%)
Value$7.1M (+$985.6K)
Filed 2026-10-13
LEE Danner & Bass Inc
DECREASED
Shares19,246 from 19,547
Change-301 (-2%)
Value$7.1M (-$1.1M)
Filed 2026-10-27
Capital Investment Advisors, LLC
DECREASED
Shares19,046 from 19,054
Change-8 (0%)
Value$7.0M (-$928.0K)
Filed 2026-10-22
Burney Co/
DECREASED
Shares18,879 from 19,625
Change-746 (-4%)
Value$6.9M (-$1.2M)
Filed 2026-10-15
Sagespring Wealth Partners, LLC
INCREASED
Shares18,772 from 12,729
Change+6,043 (+47%)
Value$6.9M (+$1.6M)
Filed 2026-10-22
Convergence Investment Partners, LLC
INCREASED
Shares18,762 from 14,197
Change+4,565 (+32%)
Value$6.9M (+$986.1K)
Filed 2026-10-28
Brookstone Capital Management
INCREASED
Shares18,700 from 18,312
Change+388 (+2%)
Value$6.9M (-$746.9K)
Filed 2026-10-22
Belpointe Asset Management LLC
INCREASED
Shares18,694 from 11,412
Change+7,282 (+64%)
Value$6.9M (+$2.1M)
Filed 2026-11-09
Stolper Co
INCREASED
Shares18,632 from 18,531
Change+101 (+1%)
Value$6.8K (-$863)
Filed 2026-10-13
Masterinvest Kapitalanlage GmbH
INCREASED
Shares18,417 from 13,927
Change+4,490 (+32%)
Value$6.8M (+$972.0K)
Filed 2026-11-03
Aurora Investment Managers, Llc.
INCREASED
Shares18,039 from 18,038
Change+1 (+0%)
Value$6.6K (-$875)
Filed 2026-10-15
Spire Wealth Management
DECREASED
Shares17,832 from 17,949
Change-117 (-1%)
Value$6.5M (-$914.9K)
Filed 2026-10-30
CFC Planning Co LLC
INCREASED
Shares17,787 from 16,316
Change+1,471 (+9%)
Value$6.5M (-$251.4K)
Filed 2026-10-28
AlphaCore Capital LLC
INCREASED
Shares17,773 from 14,684
Change+3,089 (+21%)
Value$6.5M (+$421.0K)
Filed 2026-11-04
Ballast, Inc.
INCREASED
Shares17,687 from 17,484
Change+203 (+1%)
Value$6.5M (-$774.3K)
Filed 2026-10-20
Smith Salley Wealth Management
INCREASED
Shares17,405 from 17,096
Change+309 (+2%)
Value$6.4M (-$716.4K)
Filed 2026-11-03
Aviance Capital Partners, LLC
INCREASED
Shares17,220 from 16,642
Change+578 (+3%)
Value$6.3M (-$595.8K)
Filed 2026-10-29
Cohen Klingenstein LLC
UNCHANGED
Shares17,200 from 17,200
Change0 (0%)
Value$6.3M (-$835.1K)
Filed 2026-10-15
Clear Harbor Asset Management, LLC
INCREASED
Shares17,158 from 14,000
Change+3,158 (+23%)
Value$6.3M (+$479.5K)
Filed 2026-11-05
Altrius Capital Management Inc
DECREASED
Shares17,146 from 18,188
Change-1,042 (-6%)
Value$6.3M (-$1.3M)
Filed 2026-11-05
Greenleaf Trust
DECREASED
Shares17,134 from 18,096
Change-962 (-5%)
Value$6.3M (-$1.2M)
Filed 2026-10-29
Bdf-Gestion
INCREASED
Shares17,089 from 14,443
Change+2,646 (+18%)
Value$6.3M (+$5.0M)
Filed 2026-10-19
Chemistry Wealth Management LLC
DECREASED
Shares17,069 from 17,135
Change-66 (0%)
Value$6.3M (-$856.2K)
Filed 2026-10-16
Meiji Yasuda America Inc
INCREASED
Shares17,063 from 8,301
Change+8,762 (+106%)
Value$6.3M (+$2.8M)
Filed 2026-10-22
Morse Asset Management, Inc
INCREASED
Shares17,021 from 16,714
Change+307 (+2%)
Value$6.2M (-$698.8K)
Filed 2026-11-09
Citizens Financial Group Inc
DECREASED
Shares16,848 from 19,543
Change-2,695 (-14%)
Value$6.2M (-$1.9M)
Filed 2026-10-23
HWG Holdings LP
INCREASED
Shares16,839 from 13,947
Change+2,892 (+21%)
Value$6.2M (+$384.5K)
Filed 2026-10-08
Valley Wealth Managers, Inc.
DECREASED
Shares16,783 from 16,868
Change-85 (0%)
Value$6.2M (-$850.1K)
Filed 2026-10-09
Citizens National Bank Trust Department
DECREASED
Shares16,775 from 16,924
Change-149 (-1%)
Value$6.2M (-$876.4K)
Filed 2026-11-04
Commonwealth Retirement Investments LLC
INCREASED
Shares16,623 from 15,970
Change+653 (+4%)
Value$6.1M (-$535.5K)
Filed 2026-10-26
Lynch Asset Management, Inc.
UNCHANGED
Shares16,550 from 16,550
Change0 (0%)
Value$6.1M (-$803.5K)
Filed 2026-10-28
Fifth Third Wealth Advisors LLC
DECREASED
Shares16,370 from 16,615
Change-245 (-1%)
Value$6.0M (-$896.6K)
Filed 2026-10-22
Blue Fin Capital, Inc.
INCREASED
Shares16,352 from 16,254
Change+98 (+1%)
Value$6.0M (-$753.0K)
Filed 2026-10-28
Garrison Bradford & Associates Inc
DECREASED
Shares16,293 from 17,102
Change-809 (-5%)
Value$6.0M (-$1.1M)
Filed 2026-10-27
J. Safra Sarasin Holding AG
DECREASED
Shares16,274 from 27,201
Change-10,927 (-40%)
Value$5.7M (-$5.2M)
Filed 2026-10-26
Goelzer Investment Management, Inc.
DECREASED
Shares16,248 from 17,688
Change-1,440 (-8%)
Value$6.0M (-$1.4M)
Filed 2026-10-16
UMB Bank, n.a.
DECREASED
Shares16,208 from 17,448
Change-1,240 (-7%)
Value$5.9M (-$1.3M)
Filed 2026-11-06
Chronos Wealth Management, LLC
DECREASED
Shares16,110 from 16,130
Change-20 (0%)
Value$5.9M (-$790.5K)
Filed 2026-10-20
Valeo Financial Advisors, LLC
DECREASED
Shares16,019 from 16,110
Change-91 (-1%)
Value$5.9M (-$815.6K)
Filed 2026-10-08
Nicholas Company, Inc.
UNCHANGED
Shares16,007 from 16,007
Change0 (0%)
Value$5.9M (-$777.1K)
Filed 2026-11-05
Hohimer Wealth Management, LLC
DECREASED
Shares15,999 from 18,403
Change-2,404 (-13%)
Value$5.9M (-$1.8M)
Filed 2026-11-04
Farmers & Merchants Trust Co of Long Beach
INCREASED
Shares15,893 from 15,812
Change+81 (+1%)
Value$5.8M (-$737.9K)
Filed 2026-10-22
GHP Investment Advisors, Inc.
INCREASED
Shares15,890 from 15,553
Change+337 (+2%)
Value$5.8M (-$631.4K)
Filed 2026-10-15
Sigma Investment Counselors Inc
INCREASED
Shares15,787 from 10,309
Change+5,478 (+53%)
Value$5.8M (+$1.5M)
Filed 2026-10-27
VestGen Advisors, LLC
DECREASED
Shares15,716 from 17,105
Change-1,389 (-8%)
Value$5.8M (-$1.3M)
Filed 2026-10-27
Badgley Phelps Wealth Managers, LLC
DECREASED
Shares15,448 from 17,589
Change-2,141 (-12%)
Value$5.7M (-$1.6M)
Filed 2026-10-22
Crestwood Advisors Group, LLC
INCREASED
Shares15,420 from 8,258
Change+7,162 (+87%)
Value$5.7M (+$2.2M)
Filed 2026-10-27
Fiduciary Alliance LLC
DECREASED
Shares15,397 from 15,616
Change-219 (-1%)
Value$5.7M (-$838.6K)
Filed 2026-10-13
AMG National Trust Bank
INCREASED
Shares15,336 from 14,966
Change+370 (+2%)
Value$5.6M (-$590.8K)
Filed 2026-11-05
Kathmere Capital Management, LLC
INCREASED
Shares15,318 from 7,823
Change+7,495 (+96%)
Value$5.6M (+$2.4M)
Filed 2026-10-20
Wesbanco Bank Inc
DECREASED
Shares15,252 from 16,560
Change-1,308 (-8%)
Value$5.6M (-$1.3M)
Filed 2026-11-04
Lester Murray Antman dba SimplyRich
DECREASED
Shares15,247 from 15,443
Change-196 (-1%)
Value$5.6M (-$821.1K)
Filed 2026-11-06
GC Wealth Management RIA, LLC
DECREASED
Shares15,216 from 15,847
Change-631 (-4%)
Value$5.6M (-$1.0M)
Filed 2026-11-02
Ceera Investments, LLC
DECREASED
Shares15,142 from 16,193
Change-1,051 (-6%)
Value$5.6M (-$1.2M)
Filed 2026-11-02
Busey Bank
DECREASED
Shares15,124 from 15,141
Change-17 (0%)
Value$5.6M (-$741.3K)
Filed 2026-10-26
Kingstone Capital Partners Texas, LLC
INCREASED
Shares15,023 from 14,860
Change+163 (+1%)
Value$5.5M (-$661.7K)
Filed 2026-11-03
Montaka Global Pty Ltd
NEW
Shares15,000
Change+15,000
Value$5.5M
Filed 2026-11-05
Sivik Global Healthcare LLC
INCREASED
Shares15,000 from 10,000
Change+5,000 (+50%)
Value$5.5M (+$5.5M)
Filed 2026-10-13
LSV Asset Management
DECREASED
Shares14,978 from 15,565
Change-587 (-4%)
Value$5.5K (-$6.5M)
Filed 2026-11-06
Highland Capital Management, LLC
DECREASED
Shares14,962 from 17,582
Change-2,620 (-15%)
Value$5.5M (-$1.8M)
Filed 2026-10-26
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares14,832 from 14,832
Change0 (0%)
Value$6.2M ($0)
Filed 2026-10-15
Kepler Cheuvreux (Suisse) SA
INCREASED
Shares14,782 from 1,923
Change+12,859 (+669%)
Value$5.4M (+$4.6M)
Filed 2026-10-20
Portfolio Design Labs, LLC
INCREASED
Shares14,628 from 14,201
Change+427 (+3%)
Value$5.4M (-$532.6K)
Filed 2026-11-04
Wedmont Private Capital
INCREASED
Shares14,613 from 13,166
Change+1,447 (+11%)
Value$5.4M (-$170.2K)
Filed 2026-10-09
WoodTrust Financial Corp
DECREASED
Shares14,554 from 28,869
Change-14,315 (-50%)
Value$5.3K (-$12.0M)
Filed 2026-10-09
PKO Investment Management Joint-Stock Co
INCREASED
Shares14,500 from 13,489
Change+1,011 (+7%)
Value$5.3M (-$283.8K)
Filed 2026-10-19
Harbor Investment Advisory, LLC
DECREASED
Shares14,499 from 14,748
Change-249 (-2%)
Value$5.3M (-$807.1K)
Filed 2026-10-13
Ninety One North America, Inc.
INCREASED
Shares14,374 from 11,518
Change+2,856 (+25%)
Value$5.3M (+$489.2K)
Filed 2026-10-15
365 WMG Private Fund I: Primus Fund LLC
NEW
Shares14,327
Change+14,327
Value$5.3M
Filed 2026-10-20
Axecap Investments, LLC
INCREASED
Shares14,327 from 13,996
Change+331 (+2%)
Value$5.3M (-$558.1K)
Filed 2026-10-20
Maia Wealth LLC
INCREASED
Shares14,252 from 12,104
Change+2,148 (+18%)
Value$5.2M (+$200.7K)
Filed 2026-10-19
Bell & Brown Wealth Advisors, LLC
DECREASED
Shares14,245 from 14,604
Change-359 (-2%)
Value$5.2M (-$840.9K)
Filed 2026-10-16
Avantax Planning Partners, Inc.
INCREASED
Shares14,160 from 5,163
Change+8,997 (+174%)
Value$5.2M (+$3.1M)
Filed 2026-11-03
Schmidt P J Investment Management Inc
DECREASED
Shares14,136 from 14,951
Change-815 (-5%)
Value$5.2M (-$1.0M)
Filed 2026-11-02
Central Pacific Bank - Trust Division
DECREASED
Shares13,956 from 15,098
Change-1,142 (-8%)
Value$5.1M (-$1.2M)
Filed 2026-10-06
B. Riley Wealth Advisors, Inc.
INCREASED
Shares13,941 from 11,819
Change+2,122 (+18%)
Value$5.1M (+$155.6K)
Filed 2026-10-13
Profund Advisors LLC
DECREASED
Shares13,726 from 14,020
Change-294 (-2%)
Value$5.0M (-$788.6K)
Filed 2026-10-29
Clearstead Advisors, LLC
DECREASED
Shares13,649 from 13,787
Change-138 (-1%)
Value$5.0M (-$722.8K)
Filed 2026-11-06
Griffith & Werner, Inc.
INCREASED
Shares13,642 from 13,278
Change+364 (+3%)
Value$5.0M (-$511.2K)
Filed 2026-11-04
Allen Operations LLC
UNCHANGED
Shares13,633 from 13,633
Change0 (0%)
Value$5.0M (-$661.9K)
Filed 2026-11-03
Wilmington Savings Fund Society, FSB
DECREASED
Shares13,600 from 17,341
Change-3,741 (-22%)
Value$5.0M (-$2.2M)
Filed 2026-10-23
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
DECREASED
Shares13,568 from 52,234
Change-38,666 (-74%)
Value$5.0M (-$16.7M)
Filed 2026-10-22
Trillium Asset Management, LLC
DECREASED
Shares13,537 from 15,493
Change-1,956 (-13%)
Value$5.0M (-$1.5M)
Filed 2026-11-09
Frank, Rimerman Advisors LLC
DECREASED
Shares13,508 from 14,325
Change-817 (-6%)
Value$5.0M (-$995.4K)
Filed 2026-10-16
Inspire Trust Co, N.A.
UNCHANGED
Shares13,500 from 13,500
Change0 (0%)
Value$5.0M (-$655.4K)
Filed 2026-11-05
Hantz Financial Services, Inc.
DECREASED
Shares13,498 from 13,540
Change-42 (0%)
Value$5.0K (-$5.6M)
Filed 2026-11-09
Independent Financial Group, LLC
INCREASED
Shares13,474 from 9,368
Change+4,106 (+44%)
Value$4.9M (+$1.1M)
Filed 2026-10-13
Scissortail Wealth Management, LLC
INCREASED
Shares13,421 from 13,096
Change+325 (+2%)
Value$4.9M (-$516.5K)
Filed 2026-11-03
Cidel Asset Management Inc
INCREASED
Shares13,323 from 13,198
Change+125 (+1%)
Value$4.9M (-$594.9K)
Filed 2026-10-29
Perigon Wealth Management, LLC
INCREASED
Shares13,237 from 10,008
Change+3,229 (+32%)
Value$4.9M (+$699.5K)
Filed 2026-10-22
Meridian Wealth Management, LLC
DECREASED
Shares13,145 from 13,546
Change-401 (-3%)
Value$4.8M (-$804.8K)
Filed 2026-11-05
Linscomb Wealth, Inc.
INCREASED
Shares13,133 from 13,056
Change+77 (+1%)
Value$4.8M (-$605.6K)
Filed 2026-11-05
Prescott Group Capital Management, L.L.C.
UNCHANGED
Shares13,093 from 13,093
Change0 (0%)
Value$4.8M (-$635.7K)
Filed 2026-10-30
NBT Bank, N.A.
INCREASED
Shares13,058 from 12,952
Change+106 (+1%)
Value$4.8M (-$590.1K)
Filed 2026-10-21
LEE Johnson Capital Management, LLC
DECREASED
Shares13,052 from 14,869
Change-1,817 (-12%)
Value$4.8M (-$1.4M)
Filed 2026-11-09
Kentucky Farm Bureau Mutual Insurance Co
UNCHANGED
Shares13,000 from 13,000
Change0 (0%)
Value$4.8M (-$631.2K)
Filed 2026-11-06
Sky Investment Group LLC
INCREASED
Shares12,925 from 12,785
Change+140 (+1%)
Value$4.7M (-$569.3K)
Filed 2026-10-30
Money Concepts Capital Corp
INCREASED
Shares12,879 from 11,916
Change+963 (+8%)
Value$4.7M (-$225.1K)
Filed 2026-11-06
Capital Investment Advisory Services, LLC
INCREASED
Shares12,830 from 12,199
Change+631 (+5%)
Value$4.7M (-$360.6K)
Filed 2026-10-30
SBI Securities Co., Ltd.
DECREASED
Shares12,749 from 13,485
Change-736 (-5%)
Value$4.7M (-$924.9K)
Filed 2026-10-22
LexAurum Advisors, LLC
INCREASED
Shares12,656 from 12,589
Change+67 (+1%)
Value$4.6M (-$586.7K)
Filed 2026-10-19
Naples Global Advisors, LLC
INCREASED
Shares12,638 from 12,559
Change+79 (+1%)
Value$4.6M (-$580.8K)
Filed 2026-11-05
Point Windward Advisors Inc.
DECREASED
Shares12,636 from 12,714
Change-78 (-1%)
Value$4.6M (-$646.1K)
Filed 2026-11-06
Community Bank & Trust, Waco, Texas
INCREASED
Shares12,615 from 11,330
Change+1,285 (+11%)
Value$4.6K (-$4.7M)
Filed 2026-10-19
Western Financial Corp
NEW
Shares12,607
Change+12,607
Value$4.6M
Filed 2026-10-14
Milestone Asset Management, LLC
INCREASED
Shares12,480 from 10,910
Change+1,570 (+14%)
Value$4.6M (+$46.4K)
Filed 2026-10-15
GAM Holding AG
DECREASED
Shares12,457 from 16,889
Change-4,432 (-26%)
Value$4.6M (-$2.4M)
Filed 2026-11-03
Williams Jones Wealth Management, Llc.
DECREASED
Shares12,446 from 13,606
Change-1,160 (-9%)
Value$4.6M (-$1.1M)
Filed 2026-11-05
Leeward Financial Partners, LLC
DECREASED
Shares12,391 from 12,411
Change-20 (0%)
Value$4.5M (-$609.8K)
Filed 2026-10-23
Collar Capital Management, LLC
DECREASED
Shares12,388 from 12,418
Change-30 (0%)
Value$4.5M (-$613.9K)
Filed 2026-10-28
Beverly Hills Private Wealth, LLC
DECREASED
Shares12,378 from 14,999
Change-2,621 (-17%)
Value$4.5M (-$1.7M)
Filed 2026-11-04
Parr Mcknight Wealth Management Group, LLC
DECREASED
Shares12,373 from 12,479
Change-106 (-1%)
Value$4.5M (-$644.8K)
Filed 2026-10-30
International Assets Investment Management, LLC
DECREASED
Shares12,281 from 425,691
Change-413,410 (-97%)
Value$4.5M (-$2.6M)
Filed 2026-11-02
Sigma Planning Corp
DECREASED
Shares12,262 from 12,723
Change-461 (-4%)
Value$4.5M (-$791.1K)
Filed 2026-10-23
Dynamic Advisor Solutions LLC
INCREASED
Shares12,144 from 11,769
Change+375 (+3%)
Value$4.5M (-$434.0K)
Filed 2026-10-13
Simon Quick Advisors, LLC
DECREASED
Shares12,046 from 13,772
Change-1,726 (-13%)
Value$4.4M (-$1.3M)
Filed 2026-10-26
Guardian Partners Inc.
DECREASED
Shares12,043 from 12,224
Change-181 (-1%)
Value$4.4M (-$659.9K)
Filed 2026-10-21
TD Private Client Wealth LLC
INCREASED
Shares12,039 from 11,937
Change+102 (+1%)
Value$4.4M (-$542.1K)
Filed 2026-10-28
Compound Planning, Inc.
DECREASED
Shares11,959 from 13,585
Change-1,626 (-12%)
Value$4.4M (-$1.3M)
Filed 2026-11-09
Marks Group Wealth Management, Inc
DECREASED
Shares11,932 from 23,818
Change-11,886 (-50%)
Value$4.4M (-$5.5M)
Filed 2026-11-05
Legacy Private Trust Co.
INCREASED
Shares11,929 from 11,720
Change+209 (+2%)
Value$4.4M (-$492.3K)
Filed 2026-10-06
Accredited Investors Inc.
INCREASED
Shares11,833 from 11,819
Change+14 (+0%)
Value$4.3M (-$568.5K)
Filed 2026-11-03
West Branch Capital LLC
INCREASED
Shares11,648 from 11,589
Change+59 (+1%)
Value$4.3M (-$540.7K)
Filed 2026-10-20
Ashurst Perkins Coie Trust Co
DECREASED
Shares11,629 from 12,218
Change-589 (-5%)
Value$4.3M (-$809.5K)
Filed 2026-10-15
Mission Wealth Management, LP
DECREASED
Shares11,588 from 18,946
Change-7,358 (-39%)
Value$4.3M (-$3.6M)
Filed 2026-10-15
HighPoint Advisor Group LLC
INCREASED
Shares11,573 from 11,550
Change+23 (+0%)
Value$4.2M (-$552.4K)
Filed 2026-11-09
Flagship Harbor Advisors, LLC
DECREASED
Shares11,505 from 11,778
Change-273 (-2%)
Value$4.2M (-$672.1K)
Filed 2026-10-26
Liberty Capital Management, Inc.
DECREASED
Shares11,457 from 12,336
Change-879 (-7%)
Value$4.2M (-$921.6K)
Filed 2026-11-02
Sepio Capital, LP
DECREASED
Shares11,447 from 12,397
Change-950 (-8%)
Value$4.2M (-$950.2K)
Filed 2026-10-22
Leavell Investment Management, Inc.
DECREASED
Shares11,444 from 11,733
Change-289 (-2%)
Value$4.2M (-$675.7K)
Filed 2026-11-09
YHB Investment Advisors, Inc.
DECREASED
Shares11,412 from 11,642
Change-230 (-2%)
Value$4.2M (-$649.6K)
Filed 2026-10-08
HUB Investment Partners, LLC
DECREASED
Shares11,387 from 17,362
Change-5,975 (-34%)
Value$4.2M (-$3.0M)
Filed 2026-11-03
Matauro, LLC
DECREASED
Shares11,306 from 12,334
Change-1,028 (-8%)
Value$4.2M (-$976.2K)
Filed 2026-11-03
Trilogy Capital Inc.
DECREASED
Shares11,288 from 12,033
Change-745 (-6%)
Value$4.1M (-$857.9K)
Filed 2026-10-20
Aaron Wealth Advisors LLC
INCREASED
Shares11,266 from 10,803
Change+463 (+4%)
Value$4.1M (-$354.5K)
Filed 2026-10-13
Crossmark Global Holdings, Inc.
DECREASED
Shares11,211 from 11,569
Change-358 (-3%)
Value$4.1M (-$693.1K)
Filed 2026-10-21
Koshinski Asset Management, Inc.
DECREASED
Shares11,196 from 11,319
Change-123 (-1%)
Value$4.1M (-$594.9K)
Filed 2026-10-29
Resonant Capital Advisors, LLC
DECREASED
Shares11,173 from 11,340
Change-167 (-1%)
Value$4.1M (-$611.9K)
Filed 2026-10-15
William B. Walkup & Associates, Inc.
INCREASED
Shares11,148 from 10,383
Change+765 (+7%)
Value$4.1M (-$223.4K)
Filed 2026-11-05
Bell Asset Management Ltd
DECREASED
Shares11,096 from 11,360
Change-264 (-2%)
Value$4.1M (-$648.4K)
Filed 2026-10-08
Lountzis Asset Management, LLC
INCREASED
Shares11,029 from 10,122
Change+907 (+9%)
Value$4.0M (-$158.5K)
Filed 2026-10-30
Bluesphere Advisors LLC
DECREASED
Shares10,969 from 11,445
Change-476 (-4%)
Value$4.0M (-$730.3K)
Filed 2026-10-19
Brooklands Fund Management Ltd
DECREASED
Shares10,820 from 18,214
Change-7,394 (-41%)
Value$4.0M (-$3.8M)
Filed 2026-10-28
Signal Advisors Wealth, LLC
DECREASED
Shares10,736 from 11,327
Change-591 (-5%)
Value$3.9M (-$766.9K)
Filed 2026-10-13
Confluence Wealth Services, Inc.
INCREASED
Shares10,659 from 7,916
Change+2,743 (+35%)
Value$3.9M (+$622.4K)
Filed 2026-11-05
Woodmont Investment Counsel LLC
INCREASED
Shares10,639 from 10,631
Change+8 (+0%)
Value$3.9M (-$513.2K)
Filed 2026-10-29
CPC Advisors, LLC
INCREASED
Shares10,604 from 1,503
Change+9,101 (+606%)
Value$3.9M (+$3.3M)
Filed 2026-10-21
Acropolis Investment Management, LLC
DECREASED
Shares10,577 from 10,706
Change-129 (-1%)
Value$3.9M (-$567.1K)
Filed 2026-10-08
Krilogy Financial LLC
INCREASED
Shares10,572 from 10,051
Change+521 (+5%)
Value$4.0M (-$175.6K)
Filed 2026-10-13
Integrated Advisors Network LLC
DECREASED
Shares10,554 from 11,613
Change-1,059 (-9%)
Value$3.9M (-$952.6K)
Filed 2026-10-20
Kingswood Wealth Advisors, LLC
INCREASED
Shares10,525 from 9,283
Change+1,242 (+13%)
Value$3.9M (+$5.1K)
Filed 2026-10-23
China Universal Asset Management Co., Ltd.
INCREASED
Shares10,462 from 8,347
Change+2,115 (+25%)
Value$3.9M (+$453.4K)
Filed 2026-10-28
Kornitzer Capital Management Inc
DECREASED
Shares10,454 from 10,852
Change-398 (-4%)
Value$3.8M (-$673.0K)
Filed 2026-11-03
Tritonpoint Wealth, LLC
DECREASED
Shares10,433 from 10,952
Change-519 (-5%)
Value$3.8M (-$722.1K)
Filed 2026-10-19
Alta Capital Management LLC/
DECREASED
Shares10,391 from 11,572
Change-1,181 (-10%)
Value$3.8M (-$995.4K)
Filed 2026-10-26
Coastline Trust Co
DECREASED
Shares10,223 from 10,965
Change-742 (-7%)
Value$3.8M (-$804.7K)
Filed 2026-10-01
Signet Investment Advisory Group, Inc.
INCREASED
Shares10,204 from 9,914
Change+290 (+3%)
Value$3.7M (-$374.9K)
Filed 2026-10-30
Equitable Trust Co
DECREASED
Shares10,122 from 15,220
Change-5,098 (-33%)
Value$3.7M (-$2.6M)
Filed 2026-10-13
TritonPoint Partners, LLC
DECREASED
Shares10,045 from 13,038
Change-2,993 (-23%)
Value$3.7M (-$1.7M)
Filed 2026-11-05
Mitchell & Pahl Private Wealth, LLC
INCREASED
Shares10,041 from 9,651
Change+390 (+4%)
Value$3.7M (-$325.4K)
Filed 2026-10-14
Trust Asset Management LLC
UNCHANGED
Shares10,010 from 10,010
Change0 (0%)
Value$3.7M (-$486.0K)
Filed 2026-11-03
Value Partners Investments Inc.
DECREASED
Shares10,000 from 10,035
Change-35 (0%)
Value$3.7M (-$491.0K)
Filed 2026-10-19
Clear Trail Advisors, LLC
INCREASED
Shares9,921 from 5,700
Change+4,221 (+74%)
Value$3.6M (+$1.3M)
Filed 2026-10-20
Modera Wealth Management, LLC
INCREASED
Shares9,884 from 9,699
Change+185 (+2%)
Value$3.6M (-$403.1K)
Filed 2026-10-28
Comprehensive Financial Consultants Institutional, Inc.
NEW
Shares9,869
Change+9,869
Value$3.6M
Filed 2026-10-15
Robeco Schweiz AG
DECREASED
Shares9,804 from 10,949
Change-1,145 (-10%)
Value$3.6M (-$951.9K)
Filed 2026-10-23
Brown Miller Wealth Management, LLC
DECREASED
Shares9,744 from 11,685
Change-1,941 (-17%)
Value$3.6M (-$1.3M)
Filed 2026-11-02
Chickasaw Capital Management LLC
DECREASED
Shares9,669 from 10,059
Change-390 (-4%)
Value$3.5M (+$3.5M)
Filed 2026-10-08
Montag A & Associates Inc
INCREASED
Shares9,610 from 8,784
Change+826 (+9%)
Value$3.5M (-$123.3K)
Filed 2026-10-29
Harbour Capital Advisors, LLC
DECREASED
Shares9,531 from 9,586
Change-55 (-1%)
Value$3.5M (-$571.8K)
Filed 2026-10-13
Marathon Wealth Advisors LLC
INCREASED
Shares9,486 from 9,410
Change+76 (+1%)
Value$3.5M (-$429.2K)
Filed 2026-11-04
Eclectic Associates Inc
DECREASED
Shares9,482 from 9,776
Change-294 (-3%)
Value$3.5M (-$582.5K)
Filed 2026-10-09
M Holdings Securities, Inc.
NEW
Shares9,476
Change+9,476
Value$3.8K
Filed 2026-11-03
Partners Wealth Management, LLC
NEW
Shares9,411
Change+9,411
Value$3.5M
Filed 2026-10-28
Grimes & Co Wealth Management, LLC
INCREASED
Shares9,391 from 8,880
Change+511 (+6%)
Value$3.4M (-$243.5K)
Filed 2026-10-29
Integrity Alliance, Llc.
DECREASED
Shares9,379 from 9,384
Change-5 (0%)
Value$3.4M (-$457.7K)
Filed 2026-10-29
First Horizon Corp
DECREASED
Shares9,369 from 9,505
Change-136 (-1%)
Value$3.4M (-$511.4K)
Filed 2026-10-26
Petros Family Wealth, LLC
INCREASED
Shares9,323 from 8,931
Change+392 (+4%)
Value$3.4M (-$289.6K)
Filed 2026-10-28
Caliber Wealth Management, LLC / KS
DECREASED
Shares9,289 from 9,338
Change-49 (-1%)
Value$3.4M (-$471.3K)
Filed 2026-11-04
AdvisorNet Financial, Inc
DECREASED
Shares9,236 from 9,604
Change-368 (-4%)
Value$3.7M (-$337.6K)
Filed 2026-10-15
Fulton Bank, N.A.
INCREASED
Shares9,226 from 8,874
Change+352 (+4%)
Value$3.4M (-$301.6K)
Filed 2026-10-14
R.H. Investment Group, LLC
INCREASED
Shares9,220 from 9,066
Change+154 (+2%)
Value$3.4M (-$383.6K)
Filed 2026-11-09
Aljian Capital Management, LLC
DECREASED
Shares9,197 from 9,618
Change-421 (-4%)
Value$3.4M (-$621.5K)
Filed 2026-10-28
HBW Advisory Services LLC
DECREASED
Shares9,195 from 11,519
Change-2,324 (-20%)
Value$3.4M (-$1.4M)
Filed 2026-10-15
Castleview Partners, LLC
INCREASED
Shares9,191 from 8,888
Change+303 (+3%)
Value$3.4M (-$320.2K)
Filed 2026-10-09
Focused Wealth Management, Inc
INCREASED
Shares9,185 from 8,640
Change+545 (+6%)
Value$3.4M (-$219.3K)
Filed 2026-10-30
Lockheed Martin Investment Management Co
DECREASED
Shares9,160 from 14,770
Change-5,610 (-38%)
Value$3.4M (-$2.8M)
Filed 2026-11-04
Flavin Financial Services, Inc.
DECREASED
Shares9,069 from 9,082
Change-13 (0%)
Value$3.3M (-$445.7K)
Filed 2026-10-21
Poehling Capital Management, Inc.
DECREASED
Shares9,054 from 9,075
Change-21 (0%)
Value$3.3M (-$448.3K)
Filed 2026-10-20
Pine Valley Investments Ltd Liability Co
DECREASED
Shares9,036 from 9,398
Change-362 (-4%)
Value$3.3M (-$589.0K)
Filed 2026-11-09
Cornerstone Planning, LLC
INCREASED
Shares9,034 from 8,989
Change+45 (+1%)
Value$3.6M (-$117.9K)
Filed 2026-10-27
RFG Advisory, LLC
INCREASED
Shares9,003 from 5,387
Change+3,616 (+67%)
Value$3.3M (+$1.1M)
Filed 2026-11-03
HBK Sorce Advisory LLC
DECREASED
Shares8,956 from 9,264
Change-308 (-3%)
Value$3.5M (-$279.5K)
Filed 2026-11-06
Venture Visionary Partners LLC
DECREASED
Shares8,927 from 9,255
Change-328 (-4%)
Value$3.3M (-$569.7K)
Filed 2026-10-07
U S Wealth Group, Llc.
DECREASED
Shares8,896 from 8,901
Change-5 (0%)
Value$3.3M (-$434.0K)
Filed 2026-11-09
Wealthcare Advisory Partners LLC
INCREASED
Shares8,877 from 8,579
Change+298 (+3%)
Value$3.3M (-$307.2K)
Filed 2026-10-21
Glenview Trust Co
DECREASED
Shares8,770 from 8,970
Change-200 (-2%)
Value$3.2M (-$508.9K)
Filed 2026-10-28
RED Cedar Investment Management, LLC
INCREASED
Shares8,713 from 3,494
Change+5,219 (+149%)
Value$3.2M (+$1.7M)
Filed 2026-11-04
Chicago Partners Investment Group LLC
INCREASED
Shares8,698 from 7,413
Change+1,285 (+17%)
Value$3.6M (+$496.6K)
Filed 2026-10-27
BigSur Wealth Management LLC
UNCHANGED
Shares8,694 from 8,694
Change0 (0%)
Value$3.2M (-$422.1K)
Filed 2026-10-13
Indivisible Partners
INCREASED
Shares8,641 from 7,784
Change+857 (+11%)
Value$3.2M (-$63.2K)
Filed 2026-10-26
AMI Investment Management Inc
DECREASED
Shares8,632 from 8,990
Change-358 (-4%)
Value$3.2M (-$567.9K)
Filed 2026-10-27
Symphony Financial, Ltd. Co.
INCREASED
Shares8,598 from 5,419
Change+3,179 (+59%)
Value$3.2M (+$884.3K)
Filed 2026-10-22
Family Legacy, Inc.
INCREASED
Shares8,598 from 8,439
Change+159 (+2%)
Value$3.2M (-$351.3K)
Filed 2026-10-13
Ping Capital Management, Inc.
UNCHANGED
Shares8,500 from 8,500
Change0 (0%)
Value$3.1M (-$412.7K)
Filed 2026-10-13
Cigna Investments Inc
DECREASED
Shares8,470 from 8,559
Change-89 (-1%)
Value$3.1K (-$3.6M)
Filed 2026-10-19
Missouri Trust & Investment Co
INCREASED
Shares8,465 from 8,100
Change+365 (+5%)
Value$3.1M (-$249.3K)
Filed 2026-11-04
Harrell Investment Partners, LLC
INCREASED
Shares8,440 from 7,270
Change+1,170 (+16%)
Value$3.1M (+$76.6K)
Filed 2026-10-15
Concord Wealth Partners
INCREASED
Shares8,375 from 8,308
Change+67 (+1%)
Value$3.1M (-$379.0K)
Filed 2026-11-02
Concord Asset Management, LLC
INCREASED
Shares8,328 from 8,055
Change+273 (+3%)
Value$3.1M (-$290.9K)
Filed 2026-11-02
Lazari Capital Management, Inc.
DECREASED
Shares8,317 from 8,680
Change-363 (-4%)
Value$3.1M (-$554.7K)
Filed 2026-10-20
Titleist Asset Management, LLC
UNCHANGED
Shares8,286 from 8,286
Change0 (0%)
Value$3.0M (-$402.3K)
Filed 2026-10-08
Generali Investments, Management Co LLC
DECREASED
Shares8,216 from 9,024
Change-808 (-9%)
Value$3.0M (-$734.7K)
Filed 2026-10-19
Avior Wealth Management, LLC
DECREASED
Shares8,186 from 10,068
Change-1,882 (-19%)
Value$3.0M (-$1.2M)
Filed 2026-10-13
Avidian Wealth Enterprises, LLC
DECREASED
Shares8,126 from 8,139
Change-13 (0%)
Value$3.0M (-$399.8K)
Filed 2026-10-08
Procyon Advisors, LLC
DECREASED
Shares8,121 from 8,760
Change-639 (-7%)
Value$3.0M (-$660.0K)
Filed 2026-10-21
Salem Investment Counselors Inc
DECREASED
Shares8,113 from 10,200
Change-2,087 (-20%)
Value$3.0M (-$1.3M)
Filed 2026-10-13
Granite Investment Partners, LLC
DECREASED
Shares8,090 from 8,520
Change-430 (-5%)
Value$3.0M (-$571.5K)
Filed 2026-11-04
Pathway Financial Advisers, LLC
INCREASED
Shares8,088 from 7,920
Change+168 (+2%)
Value$3.0M (-$322.7K)
Filed 2026-10-27
Fortis Capital Advisors, LLC
INCREASED
Shares8,058 from 1,001
Change+7,057 (+705%)
Value$3.0M (+$2.5M)
Filed 2026-11-09
Shoker Investment Counsel, Inc.
INCREASED
Shares8,039 from 7,925
Change+114 (+1%)
Value$3.0M (-$343.0K)
Filed 2026-11-04
Ables, Iannone, Moore & Associates, Inc.
INCREASED
Shares7,996 from 7,978
Change+18 (+0%)
Value$2.9M (-$380.7K)
Filed 2026-10-06
Mystic Asset Management, Inc.
INCREASED
Shares7,964 from 7,794
Change+170 (+2%)
Value$2.9M (-$316.0K)
Filed 2026-10-15
Summit Global Investments
INCREASED
Shares7,944 from 5,356
Change+2,588 (+48%)
Value$2.9K (-$2.2M)
Filed 2026-10-28
Wright Investors Service Inc
DECREASED
Shares7,903 from 8,039
Change-136 (-2%)
Value$2.9M (-$440.2K)
Filed 2026-11-02
Chicago Trust Co NA
INCREASED
Shares7,899 from 6,654
Change+1,245 (+19%)
Value$2.9M (+$134.0K)
Filed 2026-10-28
Interchange Capital Partners, LLC
DECREASED
Shares7,850 from 8,088
Change-238 (-3%)
Value$2.9M (-$480.1K)
Filed 2026-10-28
Blue Trust, Inc.
INCREASED
Shares7,834 from 7,589
Change+245 (+3%)
Value$2.9M (-$278.5K)
Filed 2026-10-15
Premier Path Wealth Partners, LLC
DECREASED
Shares7,741 from 7,830
Change-89 (-1%)
Value$2.8M (-$412.8K)
Filed 2026-10-16
SWS Partners
DECREASED
Shares7,706 from 7,714
Change-8 (0%)
Value$2.8M (-$377.6K)
Filed 2026-10-26
KCM Investment Advisors LLC
DECREASED
Shares7,701 from 7,896
Change-195 (-2%)
Value$2.8M (-$454.9K)
Filed 2026-10-27
Udine Wealth Management, Inc.
INCREASED
Shares7,674 from 7,530
Change+144 (+2%)
Value$2.8M (-$312.7K)
Filed 2026-10-23
Rare Wolf Capital LLC
INCREASED
Shares7,670 from 7,563
Change+107 (+1%)
Value$2.8M (-$327.9K)
Filed 2026-10-20
MPS Loria Financial Planners, LLC
INCREASED
Shares7,664 from 7,619
Change+45 (+1%)
Value$2.8M (-$353.5K)
Filed 2026-10-14
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares7,656 from 4,523
Change+3,133 (+69%)
Value$2.8M (+$930.5K)
Filed 2026-10-27
Kintegral Advisory, LLC
INCREASED
Shares7,637 from 7,594
Change+43 (+1%)
Value$2.8M (-$352.9K)
Filed 2026-10-16
Plancorp, LLC
DECREASED
Shares7,617 from 9,656
Change-2,039 (-21%)
Value$3.1M (-$1.0M)
Filed 2026-11-03
Eos Management, L.P.
UNCHANGED
Shares7,616 from 7,616
Change0 (0%)
Value$2.8M (-$369.8K)
Filed 2026-10-27
KMG Fiduciary Partners, LLC
DECREASED
Shares7,590 from 8,955
Change-1,365 (-15%)
Value$2.8M (-$935.7K)
Filed 2026-10-14
Studio Investment Management LLC
DECREASED
Shares7,582 from 7,619
Change-37 (0%)
Value$2.8M (-$383.5K)
Filed 2026-10-22
Fulcrum Asset Management LLP
INCREASED
Shares7,578 from 4,274
Change+3,304 (+77%)
Value$2.8M (+$1.0M)
Filed 2026-11-04
Catalyst Financial Partners LLC
INCREASED
Shares7,562 from 7,526
Change+36 (+0%)
Value$2.8M (-$352.2K)
Filed 2026-11-06
Eastern Bank
DECREASED
Shares7,559 from 7,663
Change-104 (-1%)
Value$2.8M (-$410.2K)
Filed 2026-10-05
Donoghue Forlines LLC
DECREASED
Shares7,469 from 13,767
Change-6,298 (-46%)
Value$2.7M (-$3.0M)
Filed 2026-11-02
City Holding Co
INCREASED
Shares7,446 from 6,369
Change+1,077 (+17%)
Value$2.7M (+$86.0K)
Filed 2026-10-19
Csenge Advisory Group
INCREASED
Shares7,412 from 6,297
Change+1,115 (+18%)
Value$2.7M (+$103.8K)
Filed 2026-11-04
Baker Avenue Asset Management, LP
DECREASED
Shares7,358 from 7,578
Change-220 (-3%)
Value$2.7M (-$448.5K)
Filed 2026-11-06
Platform Technology Partners
INCREASED
Shares7,357 from 7,226
Change+131 (+2%)
Value$2.7M (-$302.6K)
Filed 2026-11-02
Shayne & Jacobs, LLC
DECREASED
Shares7,355 from 7,455
Change-100 (-1%)
Value$2.7M (-$398.6K)
Filed 2026-10-21
Schnieders Capital Management, Llc.
DECREASED
Shares7,329 from 7,354
Change-25 (0%)
Value$2.7M (-$366.2K)
Filed 2026-11-09
SLT Holdings LLC
INCREASED
Shares7,328 from 6,909
Change+419 (+6%)
Value$2.7M (-$181.6K)
Filed 2026-10-15
Central Bank & Trust Co
DECREASED
Shares7,281 from 7,514
Change-233 (-3%)
Value$2.7M (-$450.3K)
Filed 2026-10-09
Kanawha Capital Management LLC
INCREASED
Shares7,272 from 6,807
Change+465 (+7%)
Value$2.7M (-$159.8K)
Filed 2026-10-19
Sierra Summit Advisors LLC
INCREASED
Shares7,268 from 5,528
Change+1,740 (+31%)
Value$2.7M (+$370.3K)
Filed 2026-10-28
Tilia Fiduciary Partners, Inc.
INCREASED
Shares7,237 from 7,020
Change+217 (+3%)
Value$2.7M (-$261.3K)
Filed 2026-10-09
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED
Shares7,232 from 7,231
Change+1 (+0%)
Value$2.7M (-$351.0K)
Filed 2026-10-13
Nicollet Investment Management, Inc.
DECREASED
Shares7,188 from 7,464
Change-276 (-4%)
Value$2.6K (-$3.1M)
Filed 2026-10-14
Community Bank, N.A.
INCREASED
Shares7,126 from 7,101
Change+25 (+0%)
Value$2.6M (-$335.6K)
Filed 2026-11-06
Fortis Group Advisors, LLC
DECREASED
Shares7,109 from 7,515
Change-406 (-5%)
Value$2.9M (-$230.5K)
Filed 2026-11-06
111 Capital
INCREASED
Shares7,092 from 3,114
Change+3,978 (+128%)
Value$2.6M (+$1.3M)
Filed 2026-11-03
Pinnacle West Asset Management, Inc.
DECREASED
Shares7,088 from 7,338
Change-250 (-3%)
Value$2.6K (-$3.0M)
Filed 2026-11-09
Tounjian Advisory Partners, LLC
DECREASED
Shares7,063 from 7,748
Change-685 (-9%)
Value$2.6M (-$627.5K)
Filed 2026-11-04
1834 Investment Advisors Co
DECREASED
Shares7,031 from 7,750
Change-719 (-9%)
Value$2.6M (-$640.2K)
Filed 2026-10-16
Fragasso Financial Advisors Inc
DECREASED
Shares7,030 from 7,494
Change-464 (-6%)
Value$2.7M (-$448.3K)
Filed 2026-10-13
Bond & Devick Financial Network, Inc.
DECREASED
Shares7,015 from 7,420
Change-405 (-5%)
Value$2.6M (-$508.9K)
Filed 2026-10-23
OmniStar Financial Group, Inc.
NEW
Shares7,012
Change+7,012
Value$2.6M
Filed 2026-10-26
DeDora Capital, Inc.
DECREASED
Shares7,006 from 7,550
Change-544 (-7%)
Value$2.6M (-$566.1K)
Filed 2026-10-26
Impact Partnership Wealth, LLC
INCREASED
Shares6,983 from 1,005
Change+5,978 (+595%)
Value$2.6M (+$2.1M)
Filed 2026-11-09
White Pine Capital LLC
INCREASED
Shares6,978 from 4,041
Change+2,937 (+73%)
Value$2.6M (+$881.9K)
Filed 2026-11-09
Solidarity Wealth, LLC
INCREASED
Shares6,977 from 5,902
Change+1,075 (+18%)
Value$2.6M (+$108.1K)
Filed 2026-10-15
Trek Financial, LLC
DECREASED
Shares6,968 from 7,189
Change-221 (-3%)
Value$2.6M (-$430.1K)
Filed 2026-10-29
Impact Capital Partners LLC
DECREASED
Shares6,958 from 7,014
Change-56 (-1%)
Value$2.6M (-$361.1K)
Filed 2026-10-22
Larson Financial Group LLC
INCREASED
Shares6,944 from 6,606
Change+338 (+5%)
Value$2.5M (-$196.7K)
Filed 2026-11-05
Visionary Wealth Advisors
DECREASED
Shares6,926 from 7,107
Change-181 (-3%)
Value$2.5M (-$411.5K)
Filed 2026-11-04
Elevated Private Wealth, LLC
DECREASED
Shares6,893 from 7,135
Change-242 (-3%)
Value$2.5M (-$435.2K)
Filed 2026-10-15
Everhart Financial Group, Inc.
INCREASED
Shares6,869 from 6,732
Change+137 (+2%)
Value$2.5M (-$276.5K)
Filed 2026-10-08
CWC Advisors, Llc.
DECREASED
Shares6,840 from 6,879
Change-39 (-1%)
Value$2.5M (-$348.3K)
Filed 2026-10-15
Independence Bank of Kentucky
INCREASED
Shares6,829 from 6,828
Change+1 (+0%)
Value$2.5M (-$331.1K)
Filed 2026-10-26
S-Bank Fund Management Ltd
INCREASED
Shares6,777 from 6,594
Change+183 (+3%)
Value$2.5M (-$253.0K)
Filed 2026-11-06
Raab & Moskowitz Asset Management LLC
DECREASED
Shares6,725 from 6,879
Change-154 (-2%)
Value$2.5M (-$390.5K)
Filed 2026-11-02
Asahi Life Asset Management Co., Ltd.
DECREASED
Shares6,696 from 8,251
Change-1,555 (-19%)
Value$2.5M (-$971.4K)
Filed 2026-11-06
Griffin Asset Management, Inc.
DECREASED
Shares6,688 from 6,764
Change-76 (-1%)
Value$2.5M (-$356.3K)
Filed 2026-10-22
Capital Management Associates, Inc
DECREASED
Shares6,635 from 6,738
Change-103 (-2%)
Value$2.4M (-$364.8K)
Filed 2026-10-20
Thoroughbred Financial Services, LLC
DECREASED
Shares6,632 from 6,693
Change-61 (-1%)
Value$2.4K (-$2.8M)
Filed 2026-11-09
Sowell Financial Services LLC
INCREASED
Shares6,621 from 5,883
Change+738 (+13%)
Value$2.4M (-$14.6K)
Filed 2026-10-23
Daymark Wealth Partners, LLC
INCREASED
Shares6,614 from 5,557
Change+1,057 (+19%)
Value$2.4M (+$118.3K)
Filed 2026-11-04
Sendero Wealth Management, LLC
DECREASED
Shares6,578 from 6,618
Change-40 (-1%)
Value$2.4M (-$336.0K)
Filed 2026-10-14
Applied Capital LLC
DECREASED
Shares6,522 from 6,537
Change-15 (0%)
Value$2.4M (-$322.9K)
Filed 2026-10-07
Alta Advisers Ltd
INCREASED
Shares6,515 from 3,616
Change+2,899 (+80%)
Value$2.4M (+$888.6K)
Filed 2026-11-02
Sullivan Wood Capital Management LLC
DECREASED
Shares6,499 from 6,859
Change-360 (-5%)
Value$2.4M (-$465.2K)
Filed 2026-10-13
Triasima Portfolio Management inc.
NEW
Shares6,495
Change+6,495
Value$2.4M
Filed 2026-10-15
Advisor OS, LLC
DECREASED
Shares6,487 from 8,176
Change-1,689 (-21%)
Value$2.4M (-$1.0M)
Filed 2026-11-03
Jacobi Capital Management LLC
INCREASED
Shares6,447 from 6,425
Change+22 (+0%)
Value$2.4M (-$303.8K)
Filed 2026-11-05
Accurate Wealth Management, LLC
INCREASED
Shares6,439 from 5,507
Change+932 (+17%)
Value$2.4M (+$91.2K)
Filed 2026-10-20
Moody National Bank Trust Division
DECREASED
Shares6,387 from 6,544
Change-157 (-2%)
Value$2.3M (-$375.3K)
Filed 2026-10-06
Greenfield Savings Bank
INCREASED
Shares6,377 from 6,358
Change+19 (+0%)
Value$2.3M (-$301.7K)
Filed 2026-10-07
TMB Capital Partners, LLC
DECREASED
Shares6,351 from 6,683
Change-332 (-5%)
Value$2.3M (-$446.6K)
Filed 2026-10-20
Moneco Advisors, LLC
INCREASED
Shares6,343 from 6,149
Change+194 (+3%)
Value$2.3M (-$227.6K)
Filed 2026-11-05
Trust Co of Vermont
DECREASED
Shares6,334 from 6,459
Change-125 (-2%)
Value$2.3M (-$359.5K)
Filed 2026-10-21
Altura Wealth Advisors Inc.
INCREASED
Shares6,321 from 5,806
Change+515 (+9%)
Value$2.3M (-$92.9K)
Filed 2026-10-22
Howard Capital Management, LLC
DECREASED
Shares6,302 from 6,370
Change-68 (-1%)
Value$2.3M (-$334.2K)
Filed 2026-10-16
Magnus Financial Group LLC
INCREASED
Shares6,283 from 6,151
Change+132 (+2%)
Value$2.3M (-$250.3K)
Filed 2026-10-21
Global Assets Advisory, LLC
DECREASED
Shares6,258 from 7,662
Change-1,404 (-18%)
Value$2.3M (-$925.6K)
Filed 2026-10-28
Asset Dedication, LLC
INCREASED
Shares6,248 from 6,239
Change+9 (+0%)
Value$2.3M (-$299.6K)
Filed 2026-11-03
Precedent Wealth Partners, LLC
INCREASED
Shares6,241 from 5,103
Change+1,138 (+22%)
Value$2.3M (+$170.1K)
Filed 2026-10-21
Carret Asset Management, LLC
DECREASED
Shares6,220 from 6,370
Change-150 (-2%)
Value$2.3M (-$364.2K)
Filed 2026-11-04
Delta Capital Management LLC
INCREASED
Shares6,220 from 6,210
Change+10 (+0%)
Value$2.3K (-$298)
Filed 2026-10-16
Vivid Wealth Management, LLC
DECREASED
Shares6,218 from 6,302
Change-84 (-1%)
Value$2.3M (-$336.8K)
Filed 2026-10-27
Axxion S.A.
INCREASED
Shares6,133 from 5,453
Change+680 (+12%)
Value$2.3M (-$15.1K)
Filed 2026-10-22
Dana Investment Advisors, Inc.
DECREASED
Shares6,106 from 6,253
Change-147 (-2%)
Value$2.2M (-$357.5K)
Filed 2026-11-06
Parkside Financial Bank & Trust
DECREASED
Shares6,049 from 6,488
Change-439 (-7%)
Value$2.2M (-$476.5K)
Filed 2026-10-27
Eagle Rock Investment Company, LLC
DECREASED
Shares6,020 from 12,460
Change-6,440 (-52%)
Value$2.2M (-$3.0M)
Filed 2026-10-21
Evergreen Wealth Management, LLC
DECREASED
Shares6,019 from 6,021
Change-2 (0%)
Value$2.2M (-$293.0K)
Filed 2026-11-06
Viking Fund Management LLC
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$2.2M (-$291.3K)
Filed 2026-10-14
Neville Rodie & Shaw Inc
DECREASED
Shares5,950 from 5,977
Change-27 (0%)
Value$2.2K (-$300)
Filed 2026-10-05
AlTi Global, Inc.
DECREASED
Shares5,884 from 27,760
Change-21,876 (-79%)
Value$2.2M (-$9.4M)
Filed 2026-11-09
Ashton Thomas Securities, LLC
DECREASED
Shares5,877 from 5,914
Change-37 (-1%)
Value$2.2M (-$279.6K)
Filed 2026-10-26
Valmark Advisers, Inc.
INCREASED
Shares5,860 from 5,414
Change+446 (+8%)
Value$2.2M (-$98.9K)
Filed 2026-11-06
Ulland Investment Advisors, LLC
DECREASED
Shares5,839 from 5,924
Change-85 (-1%)
Value$2.1K (-$319)
Filed 2026-10-13
PDS Planning, Inc
INCREASED
Shares5,828 from 5,369
Change+459 (+9%)
Value$2.1M (-$92.3K)
Filed 2026-11-03
Left Brain Wealth Management, LLC
INCREASED
Shares5,816 from 1,002
Change+4,814 (+480%)
Value$2.1M (+$1.7M)
Filed 2026-10-28
Cherokee Insurance Co
UNCHANGED
Shares5,800 from 5,800
Change0 (0%)
Value$2.1M (-$281.6K)
Filed 2026-11-05
Western Wealth Management, LLC
DECREASED
Shares5,794 from 11,736
Change-5,942 (-51%)
Value$2.1M (-$2.8M)
Filed 2026-11-09
Kesler, Norman & Wride, LLC
DECREASED
Shares5,762 from 6,031
Change-269 (-4%)
Value$2.1M (-$391.7K)
Filed 2026-11-06
State of Wyoming
INCREASED
Shares5,742 from 1,514
Change+4,228 (+279%)
Value$2.1M (+$1.5M)
Filed 2026-10-28
Nfsg Corp
DECREASED
Shares5,720 from 6,007
Change-287 (-5%)
Value$2.1M (-$397.1K)
Filed 2026-10-15
Compass Financial Management LLC
DECREASED
Shares5,717 from 6,452
Change-735 (-11%)
Value$2.1M (-$532.5K)
Filed 2026-10-30
Compagnie Lombard Odier SCmA
INCREASED
Shares5,716 from 3,439
Change+2,277 (+66%)
Value$2.1M (+$668.9K)
Filed 2026-11-04
Geneos Wealth Management Inc.
INCREASED
Shares5,713 from 5,143
Change+570 (+11%)
Value$2.1M (-$40.7K)
Filed 2026-11-09
Birchwood Financial Partners, Inc.
DECREASED
Shares5,710 from 5,790
Change-80 (-1%)
Value$2.1M (-$310.4K)
Filed 2026-11-02
Constitution Capital LLC
DECREASED
Shares5,702 from 5,777
Change-75 (-1%)
Value$2.1M (-$308.0K)
Filed 2026-10-23
Triad Wealth Partners, LLC
INCREASED
Shares5,699 from 4,843
Change+856 (+18%)
Value$2.1M (+$80.5K)
Filed 2026-10-26
King Luther Capital Management Corp
DECREASED
Shares5,686 from 6,695
Change-1,009 (-15%)
Value$2.1M (-$695.4K)
Filed 2026-11-05
Supplemental Annuity Collective Trust of NJ
DECREASED
Shares5,679 from 5,825
Change-146 (-3%)
Value$2.1M (-$336.4K)
Filed 2026-11-02
Hartford Financial Management Inc.
INCREASED
Shares5,653 from 5,603
Change+50 (+1%)
Value$2.1M (-$253.6K)
Filed 2026-10-21
Connecticut Wealth Management, LLC
DECREASED
Shares5,643 from 5,739
Change-96 (-2%)
Value$2.1M (-$314.0K)
Filed 2026-10-13
Pinnacle Wealth Management Advisory Group, LLC
DECREASED
Shares5,637 from 5,860
Change-223 (-4%)
Value$2.1M (-$366.6K)
Filed 2026-10-23
Consilium Wealth Advisory, LLC
INCREASED
Shares5,630 from 4,385
Change+1,245 (+28%)
Value$2.1M (+$244.2K)
Filed 2026-10-14
Wealth Architects, LLC
INCREASED
Shares5,621 from 5,576
Change+45 (+1%)
Value$2.1M (-$254.3K)
Filed 2026-11-03
J.Safra Asset Management Corp
DECREASED
Shares5,620 from 8,220
Change-2,600 (-32%)
Value$2.1M (-$1.4M)
Filed 2026-11-03
Galvin, Gaustad & Stein, LLC
DECREASED
Shares5,601 from 5,632
Change-31 (-1%)
Value$2.1M (-$284.6K)
Filed 2026-10-08
Samalin Investment Counsel, LLC
DECREASED
Shares5,594 from 5,629
Change-35 (-1%)
Value$2.1M (-$286.2K)
Filed 2026-10-23
Prosperity Financial Group, Inc.
INCREASED
Shares5,572 from 2,694
Change+2,878 (+107%)
Value$2.0M (+$925.8K)
Filed 2026-10-29
Brown Shipley& Co Ltd
INCREASED
Shares5,544 from 5,485
Change+59 (+1%)
Value$2.0M (-$244.6K)
Filed 2026-10-09
Affiance Financial, LLC
DECREASED
Shares5,528 from 5,824
Change-296 (-5%)
Value$2.0M (-$391.4K)
Filed 2026-10-15
Cassaday & Co Wealth Management LLC
INCREASED
Shares5,517 from 5,398
Change+119 (+2%)
Value$2.0M (-$218.5K)
Filed 2026-10-27
Realta Investment Advisors
INCREASED
Shares5,509 from 4,897
Change+612 (+13%)
Value$2.0M (-$13.1K)
Filed 2026-10-14
Private Trust Co NA
INCREASED
Shares5,441 from 5,162
Change+279 (+5%)
Value$2.0M (-$148.3K)
Filed 2026-10-20
Souders Financial Advisors
INCREASED
Shares5,432 from 4,057
Change+1,375 (+34%)
Value$2.0M (+$307.8K)
Filed 2026-11-03
Trust Co of Toledo NA
DECREASED
Shares5,431 from 5,447
Change-16 (0%)
Value$2.0M (-$270.3K)
Filed 2026-10-16
Jnba Financial Advisors
INCREASED
Shares5,421 from 4,505
Change+916 (+20%)
Value$2.0M (+$117.5K)
Filed 2026-11-03
Manchester Capital Management LLC
INCREASED
Shares5,419 from 5,416
Change+3 (+0%)
Value$2.0M (-$261.8K)
Filed 2026-10-22
Hilltop National Bank
DECREASED
Shares5,413 from 5,478
Change-65 (-1%)
Value$2.0M (-$289.8K)
Filed 2026-10-14
Joel Isaacson & Co., LLC
DECREASED
Shares5,412 from 5,505
Change-93 (-2%)
Value$2.0M (-$301.6K)
Filed 2026-11-05
Elmwood Wealth Management, Inc.
DECREASED
Shares5,391 from 5,409
Change-18 (0%)
Value$2.0M (-$269.2K)
Filed 2026-10-14
Personal CFO Solutions, LLC
DECREASED
Shares5,376 from 5,943
Change-567 (-10%)
Value$2.0M (-$496.9K)
Filed 2026-11-06
Apella Capital, LLC
INCREASED
Shares5,356 from 4,617
Change+739 (+16%)
Value$2.0M (+$36.9K)
Filed 2026-10-08
Stackstone Wealth, LLC
NEW
Shares5,354
Change+5,354
Value$2.0M
Filed 2026-10-19
Avestar Capital, LLC
DECREASED
Shares5,340 from 5,809
Change-469 (-8%)
Value$2.0M (-$454.3K)
Filed 2026-10-28
Murphy Pohlad Asset Management LLC
INCREASED
Shares5,305 from 5,280
Change+25 (+0%)
Value$1.9M (-$247.1K)
Filed 2026-10-22
Peterson Wealth Services
INCREASED
Shares5,288 from 4,973
Change+315 (+6%)
Value$1.9M (-$125.8K)
Filed 2026-10-26
BNC Wealth Management, LLC
INCREASED
Shares5,283 from 4,735
Change+548 (+12%)
Value$1.9M (-$28.6K)
Filed 2026-10-19
CWA Asset Management Group, LLC
INCREASED
Shares5,273 from 5,006
Change+267 (+5%)
Value$1.9M (-$145.0K)
Filed 2026-10-19
SVB Wealth LLC
DECREASED
Shares5,247 from 6,424
Change-1,177 (-18%)
Value$1.9M (-$744.0K)
Filed 2026-11-06
Inscription Capital, LLC
DECREASED
Shares5,246 from 5,967
Change-721 (-12%)
Value$1.9M (-$554.4K)
Filed 2026-11-02
Lebenthal Global Advisors, LLC
INCREASED
Shares5,242 from 1,980
Change+3,262 (+165%)
Value$1.9M (+$1.1M)
Filed 2026-10-28
EverSource Wealth Advisors, LLC
DECREASED
Shares5,224 from 5,620
Change-396 (-7%)
Value$1.9M (-$418.0K)
Filed 2026-11-04
Shum Financial Group, Inc.
INCREASED
Shares5,193 from 5,174
Change+19 (+0%)
Value$1.9M (-$244.2K)
Filed 2026-10-13
Fairvoy Private Wealth, LLC
INCREASED
Shares5,187 from 2,212
Change+2,975 (+134%)
Value$1.9M (+$984.9K)
Filed 2026-10-19
Encompass More Asset Management
NEW
Shares5,184
Change+5,184
Value$1.9M
Filed 2026-10-16
Kassira Wealth Management LLC
INCREASED
Shares5,167 from 5,151
Change+16 (+0%)
Value$1.9M (-$244.3K)
Filed 2026-10-28
Piscataqua Savings Bank
DECREASED
Shares5,131 from 5,196
Change-65 (-1%)
Value$1.9M (-$276.2K)
Filed 2026-10-21
Pictet North America Advisors SA
INCREASED
Shares5,129 from 3,419
Change+1,710 (+50%)
Value$1.9M (+$461.7K)
Filed 2026-10-21
Retirement Planning Co of New England, Inc.
DECREASED
Shares5,113 from 6,551
Change-1,438 (-22%)
Value$1.9M (-$845.9K)
Filed 2026-10-15
Boomfish Wealth Group, LLC
DECREASED
Shares5,099 from 6,125
Change-1,026 (-17%)
Value$1.9M (-$674.0K)
Filed 2026-10-22
Diversified Management Inc
NEW
Shares5,024
Change+5,024
Value$1.8M
Filed 2026-10-08
Nicholson Wealth Management Group, LLC
DECREASED
Shares5,014 from 5,483
Change-469 (-9%)
Value$1.8M (-$438.4K)
Filed 2026-11-09
Wealth Alliance Advisory Group, LLC
NEW
Shares5,007
Change+5,007
Value$1.8M
Filed 2026-10-14
Fagan Associates, Inc.
INCREASED
Shares4,987 from 4,862
Change+125 (+3%)
Value$1.8M (-$190.2K)
Filed 2026-10-13
Chung Wu Investment Group, LLC
DECREASED
Shares4,938 from 5,338
Change-400 (-7%)
Value$1.8M (-$406.0K)
Filed 2026-11-03
Wealth Effects LLC
INCREASED
Shares4,930 from 4,905
Change+25 (+1%)
Value$1.8M (-$228.9K)
Filed 2026-10-23
Chesapeake Capital Corp
NEW
Shares4,926
Change+4,926
Value$1.8M
Filed 2026-11-09
Archer Investment Corp
DECREASED
Shares4,914 from 4,931
Change-17 (0%)
Value$1.8M (-$245.4K)
Filed 2026-11-05
CFS Investment Advisory Services, LLC
DECREASED
Shares4,909 from 5,180
Change-271 (-5%)
Value$1.8M (-$356.0K)
Filed 2026-10-19
Globalt Investments LLC / GA
INCREASED
Shares4,890 from 4,882
Change+8 (+0%)
Value$1.8M (-$234.1K)
Filed 2026-10-27
Scott & Selber, Inc.
DECREASED
Shares4,849 from 4,851
Change-2 (0%)
Value$1.8M (-$236.2K)
Filed 2026-10-21
Compton Wealth Advisory Group, LLC
DECREASED
Shares4,848 from 6,819
Change-1,971 (-29%)
Value$1.8M (-$1.1M)
Filed 2026-10-13
Argentarii, LLC
INCREASED
Shares4,821 from 4,761
Change+60 (+1%)
Value$1.8M (-$145.1K)
Filed 2026-10-28
SilverOak Wealth Management LLC
DECREASED
Shares4,820 from 4,881
Change-61 (-1%)
Value$1.8M (-$259.3K)
Filed 2026-10-29
MBM Wealth Consultants, LLC
DECREASED
Shares4,802 from 4,820
Change-18 (0%)
Value$1.8M (-$240.6K)
Filed 2026-10-20
Tealwood Asset Management Inc
INCREASED
Shares4,777 from 4,653
Change+124 (+3%)
Value$1.8K (-$181)
Filed 2026-10-13
Whalen Wealth Management Inc.
INCREASED
Shares4,755 from 4,689
Change+66 (+1%)
Value$1.7M (-$203.4K)
Filed 2026-10-08
California First Leasing Corp
NEW
Shares4,754
Change+4,754
Value$1.7M
Filed 2026-11-09
Tranquility Partners, LLC
DECREASED
Shares4,749 from 4,777
Change-28 (-1%)
Value$1.7M (-$242.1K)
Filed 2026-10-20
Cetera Trust Company, N.a
DECREASED
Shares4,735 from 4,780
Change-45 (-1%)
Value$1.7M (-$248.6K)
Filed 2026-11-09
Sweeney & Michel, LLC
INCREASED
Shares4,717 from 4,597
Change+120 (+3%)
Value$1.7M (-$139.8K)
Filed 2026-10-16
Cooper Financial Group
INCREASED
Shares4,706 from 4,459
Change+247 (+6%)
Value$1.7M (-$125.8K)
Filed 2026-10-07
Oarsman Capital, Inc.
INCREASED
Shares4,658 from 4,497
Change+161 (+4%)
Value$1.7M (-$159.2K)
Filed 2026-11-05
Courier Capital LLC
DECREASED
Shares4,657 from 4,919
Change-262 (-5%)
Value$1.7M (-$335.0K)
Filed 2026-10-19
Rydar Equities, Inc.
INCREASED
Shares4,656 from 4,598
Change+58 (+1%)
Value$1.8M (-$192.2K)
Filed 2026-10-13
Independent Solutions Wealth Management, LLC
DECREASED
Shares4,655 from 4,970
Change-315 (-6%)
Value$1.7M (-$356.9K)
Filed 2026-10-28
ZWJ Investment Counsel Inc
INCREASED
Shares4,625 from 4,624
Change+1 (+0%)
Value$1.7M (-$224.1K)
Filed 2026-10-15
West Paces Advisors Inc.
INCREASED
Shares4,619 from 3,953
Change+666 (+17%)
Value$1.7M (+$52.6K)
Filed 2026-10-13
Cox Capital Mgt LLC
INCREASED
Shares4,605 from 4,593
Change+12 (+0%)
Value$1.7M (-$218.5K)
Filed 2026-10-07
ANB Bank
DECREASED
Shares4,579 from 4,702
Change-123 (-3%)
Value$1.7M (-$273.4K)
Filed 2026-10-09
Triangle Securities Wealth Management
INCREASED
Shares4,575 from 4,558
Change+17 (+0%)
Value$1.7M (-$215.1K)
Filed 2026-10-14
Tweedy, Browne Co LLC
INCREASED
Shares4,566 from 4,089
Change+477 (+12%)
Value$1.7M (-$23.4K)
Filed 2026-11-04
Nilsine Partners, LLC
INCREASED
Shares4,563 from 3,511
Change+1,052 (+30%)
Value$1.7M (+$215.7K)
Filed 2026-11-02
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares4,556 from 4,423
Change+133 (+3%)
Value$1.7M (-$165.9K)
Filed 2026-10-27
Gen-Wealth Partners Inc
DECREASED
Shares4,529 from 5,074
Change-545 (-11%)
Value$1.7M (-$446.4K)
Filed 2026-11-04
Adell Harriman & Carpenter Inc
DECREASED
Shares4,512 from 4,521
Change-9 (0%)
Value$1.7M (-$222.6K)
Filed 2026-11-02
Sentinel Trust Co LBA
UNCHANGED
Shares4,504 from 4,504
Change0 (0%)
Value$1.7K (-$219)
Filed 2026-11-03
American National Bank & Trust
DECREASED
Shares4,495 from 5,089
Change-594 (-12%)
Value$1.7M (-$465.0K)
Filed 2026-10-07
Radnor Capital Management, LLC
DECREASED
Shares4,495 from 4,530
Change-35 (-1%)
Value$1.7M (-$232.8K)
Filed 2026-10-23
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares4,486 from 4,901
Change-415 (-8%)
Value$1.6M (-$390.3K)
Filed 2026-10-05
Narwhal Capital Management
DECREASED
Shares4,485 from 4,500
Change-15 (0%)
Value$1.6M (-$224.0K)
Filed 2026-11-04
Optas, LLC
DECREASED
Shares4,484 from 4,656
Change-172 (-4%)
Value$1.6M (-$289.2K)
Filed 2026-11-09
Whitener Capital Management, Inc.
INCREASED
Shares4,475 from 3,893
Change+582 (+15%)
Value$1.6M (+$24.6K)
Filed 2026-10-15
Heartwood Wealth Advisors LLC
INCREASED
Shares4,471 from 4,407
Change+64 (+1%)
Value$1.6M (-$190.5K)
Filed 2026-10-05
Stablepoint Partners, LLC
DECREASED
Shares4,454 from 4,967
Change-513 (-10%)
Value$1.6M (-$429.4K)
Filed 2026-11-03
Dymon Asia Capital (Singapore) Pte. Ltd.
NEW
Shares4,453
Change+4,453
Value$1.6M
Filed 2026-11-04
Financial Synergies Wealth Advisors, Inc.
DECREASED
Shares4,418 from 5,305
Change-887 (-17%)
Value$1.6M (-$583.0K)
Filed 2026-10-16
Jamison Private Wealth Management, Inc.
INCREASED
Shares4,383 from 4,167
Change+216 (+5%)
Value$1.6M (-$122.8K)
Filed 2026-10-14
Opal Wealth Advisors, LLC
INCREASED
Shares4,380 from 4,040
Change+340 (+8%)
Value$1.6M (-$71.3K)
Filed 2026-10-16
Stableford Capital II LLC
INCREASED
Shares4,374 from 2,388
Change+1,986 (+83%)
Value$1.6M (+$613.1K)
Filed 2026-10-09
Cardinal Point Capital Management ULC
DECREASED
Shares4,303 from 5,473
Change-1,170 (-21%)
Value$1.6M (-$695.2K)
Filed 2026-10-21
Norden Group LLC
DECREASED
Shares4,299 from 4,365
Change-66 (-2%)
Value$1.6M (-$236.0K)
Filed 2026-10-20
Balentine LLC
DECREASED
Shares4,261 from 4,352
Change-91 (-2%)
Value$1.6M (-$244.6K)
Filed 2026-11-03
Floyd Financial Group LLC
DECREASED
Shares4,260 from 4,365
Change-105 (-2%)
Value$1.6M (-$246.7K)
Filed 2026-10-28
Axxcess Wealth Management, LLC
DECREASED
Shares4,255 from 10,461
Change-6,206 (-59%)
Value$1.6M (-$2.8M)
Filed 2026-10-21
Epiq Partners, LLC
UNCHANGED
Shares4,227 from 4,227
Change0 (0%)
Value$1.6M (-$205.2K)
Filed 2026-10-07
Hussman Strategic Advisors, Inc.
NEW
Shares4,200
Change+4,200
Value$1.5M
Filed 2026-11-02
Grant Private Wealth Management Inc
INCREASED
Shares4,196 from 4,117
Change+79 (+2%)
Value$1.5M (-$171.1K)
Filed 2026-10-19
Scheeler Financial LLC
NEW
Shares4,191
Change+4,191
Value$1.5M
Filed 2026-10-13
Boyd Watterson Asset Management LLC
INCREASED
Shares4,186 from 4,112
Change+74 (+2%)
Value$1.5M (-$172.5K)
Filed 2026-11-06
Ascentis Independent Advisors
INCREASED
Shares4,173 from 10
Change+4,163 (+41630%)
Value$1.5M (+$1.5M)
Filed 2026-11-03
MeadowBrook Investment Advisors LLC
DECREASED
Shares4,143 from 4,250
Change-107 (-3%)
Value$1.8M (-$5.7K)
Filed 2026-10-29
Harvey Investment Co LLC
DECREASED
Shares4,125 from 4,265
Change-140 (-3%)
Value$1.5K (-$1.8M)
Filed 2026-10-20
Bison Wealth, LLC
INCREASED
Shares4,124 from 3,368
Change+756 (+22%)
Value$1.6M (+$153.3K)
Filed 2026-10-13
ICW Investment Advisors LLC
DECREASED
Shares4,101 from 4,176
Change-75 (-2%)
Value$1.5M (-$230.2K)
Filed 2026-10-27
Promethium Advisors,llc
INCREASED
Shares4,099 from 3,615
Change+484 (+13%)
Value$1.5M (+$2.2K)
Filed 2026-10-19
Sovran Advisors, LLC
INCREASED
Shares4,093 from 3,402
Change+691 (+20%)
Value$1.7M (+$223.0K)
Filed 2026-11-02
LJI Wealth Management, LLC
DECREASED
Shares4,090 from 4,114
Change-24 (-1%)
Value$1.5M (-$208.7K)
Filed 2026-10-28
First Nebraska Trust Co
UNCHANGED
Shares4,077 from 4,077
Change0 (0%)
Value$1.5M (-$198.0K)
Filed 2026-10-30
Nations Financial Group Inc,
INCREASED
Shares4,043 from 2,703
Change+1,340 (+50%)
Value$1.5M (+$360.6K)
Filed 2026-11-05
Van Cleef Asset Management,Inc
DECREASED
Shares4,041 from 4,049
Change-8 (0%)
Value$1.5M (-$199.5K)
Filed 2026-10-20
Lewis Asset Management, LLC
DECREASED
Shares4,035 from 4,048
Change-13 (0%)
Value$1.5M (-$201.2K)
Filed 2026-10-14
Walser Wealth Management Company, A Ltd Liability Co
DECREASED
Shares4,025 from 4,503
Change-478 (-11%)
Value$1.5M (-$394.2K)
Filed 2026-10-15
Richwood Investment Advisors, LLC
DECREASED
Shares4,014 from 4,089
Change-75 (-2%)
Value$1.5M (-$226.1K)
Filed 2026-10-30
Ameliora Wealth Management Ltd.
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$1.5M (-$194.2K)
Filed 2026-10-23
Dala Group, LLC
INCREASED
Shares3,995 from 3,920
Change+75 (+2%)
Value$1.5M (-$162.9K)
Filed 2026-10-29
Arjuna Capital
DECREASED
Shares3,995 from 4,012
Change-17 (0%)
Value$1.5M (-$201.0K)
Filed 2026-11-03
Rhodes Investment Advisors Inc
DECREASED
Shares3,994 from 4,041
Change-47 (-1%)
Value$1.5M (-$213.4K)
Filed 2026-10-07
PFG Advisors
DECREASED
Shares3,991 from 4,045
Change-54 (-1%)
Value$1.5M (-$216.3K)
Filed 2026-10-16
Claro Advisors Inc.
INCREASED
Shares3,983 from 3,828
Change+155 (+4%)
Value$1.5M (-$128.8K)
Filed 2026-11-02
Financial Perspectives, Inc
DECREASED
Shares3,964 from 4,284
Change-320 (-7%)
Value$1.5M (-$325.5K)
Filed 2026-11-03
Orrstown Financial Services Inc
DECREASED
Shares3,964 from 3,985
Change-21 (-1%)
Value$1.5M (-$201.2K)
Filed 2026-10-14
VUB Generali dochodkova spravcovska spolocnost, a.s.
UNCHANGED
Shares3,916 from 3,916
Change0 (0%)
Value$1.4M (-$190.1K)
Filed 2026-10-26
Oslo Pensjonsforsikring AS
INCREASED
Shares3,898 from 3,769
Change+129 (+3%)
Value$1.4M (-$135.6K)
Filed 2026-10-15
Diversified Enterprises, LLC
INCREASED
Shares3,886 from 3,740
Change+146 (+4%)
Value$1.4M (-$128.0K)
Filed 2026-10-19
Ted Buchan & Co
DECREASED
Shares3,855 from 4,133
Change-278 (-7%)
Value$1.4M (-$302.7K)
Filed 2026-10-23
Foster Group, Inc.
DECREASED
Shares3,838 from 3,874
Change-36 (-1%)
Value$1.4M (-$201.3K)
Filed 2026-10-13
Congress Park Capital LLC
DECREASED
Shares3,827 from 4,131
Change-304 (-7%)
Value$1.4M (-$312.3K)
Filed 2026-10-13
Canopy Partners, LLC
DECREASED
Shares3,820 from 3,932
Change-112 (-3%)
Value$1.4M (-$232.0K)
Filed 2026-10-28
Moss Adams Wealth Advisors LLC
DECREASED
Shares3,809 from 4,631
Change-822 (-18%)
Value$1.4M (-$526.5K)
Filed 2026-10-28
Manske Wealth Management
DECREASED
Shares3,789 from 3,952
Change-163 (-4%)
Value$1.4M (-$251.7K)
Filed 2026-10-26
Strong Retirement Solutions LLC
DECREASED
Shares3,772 from 4,060
Change-288 (-7%)
Value$1.4M (-$302.9K)
Filed 2026-10-07
CMH Wealth Management LLC
DECREASED
Shares3,768 from 4,093
Change-325 (-8%)
Value$1.4M (-$318.0K)
Filed 2026-10-22
3Chopt Investment Partners, LLC
INCREASED
Shares3,766 from 3,384
Change+382 (+11%)
Value$1.4M (-$24.1K)
Filed 2026-10-30
Angeles Wealth Management, LLC
DECREASED
Shares3,764 from 4,132
Change-368 (-9%)
Value$1.4M (-$335.7K)
Filed 2026-10-26
Johnson & White Wealth Management, LLC
DECREASED
Shares3,757 from 3,794
Change-37 (-1%)
Value$1.4M (-$197.6K)
Filed 2026-11-03
Birch Capital Management, LLC
DECREASED
Shares3,753 from 4,359
Change-606 (-14%)
Value$1.4M (-$434.1K)
Filed 2026-10-27
Relyea Zuckerberg Hanson LLC
DECREASED
Shares3,752 from 4,009
Change-257 (-6%)
Value$1.4M (-$289.1K)
Filed 2026-10-20
Robertson Stephens Wealth Management, LLC
DECREASED
Shares3,752 from 3,856
Change-104 (-3%)
Value$1.4M (-$225.3K)
Filed 2026-10-16
American State Bank (Iowa)
INCREASED
Shares3,750 from 3,589
Change+161 (+4%)
Value$1.4M (-$115.1K)
Filed 2026-11-03
Kenora Financial, LLC
INCREASED
Shares3,749 from 3,701
Change+48 (+1%)
Value$1.4M (-$162.1K)
Filed 2026-10-20
Wealth Enhancement Trust Services, Inc.
INCREASED
Shares3,741 from 1,810
Change+1,931 (+107%)
Value$1.4M (+$621.0K)
Filed 2026-10-07
Verdence Capital Advisors LLC
DECREASED
Shares3,737 from 14,130
Change-10,393 (-74%)
Value$1.4M (-$4.5M)
Filed 2026-10-26
True Private Wealth Advisors
DECREASED
Shares3,701 from 3,743
Change-42 (-1%)
Value$1.4M (-$196.9K)
Filed 2026-10-19
Lincoln Capital Corp
DECREASED
Shares3,698 from 4,445
Change-747 (-17%)
Value$1.4M (-$490.0K)
Filed 2026-10-13
Zullo Investment Group, Inc.
DECREASED
Shares3,687 from 3,712
Change-25 (-1%)
Value$1.4M (-$189.4K)
Filed 2026-10-20
Versant Capital Management, Inc
INCREASED
Shares3,677 from 3,565
Change+112 (+3%)
Value$1.3M (-$132.0K)
Filed 2026-10-02
Smithfield Trust Co
DECREASED
Shares3,677 from 3,678
Change-1 (0%)
Value$1.3K (-$1.5M)
Filed 2026-11-09
Cornerstone Wealth Group, LLC
INCREASED
Shares3,672 from 3,551
Change+121 (+3%)
Value$1.3M (-$128.1K)
Filed 2026-11-02
Oakworth Capital, Inc.
DECREASED
Shares3,672 from 3,786
Change-114 (-3%)
Value$1.3M (-$257.6K)
Filed 2026-10-26
Provenance Wealth Advisors, LLC
INCREASED
Shares3,668 from 227
Change+3,441 (+1516%)
Value$1.3M (+$1.3M)
Filed 2026-10-30
Grove Bank & Trust
DECREASED
Shares3,654 from 3,971
Change-317 (-8%)
Value$1.3M (-$309.2K)
Filed 2026-10-08
Sheets Smith Wealth Management
DECREASED
Shares3,651 from 4,976
Change-1,325 (-27%)
Value$1.3M (-$728.0K)
Filed 2026-10-16
Westside Investment Management, Inc.
INCREASED
Shares3,643 from 3,589
Change+54 (+2%)
Value$1.3M (-$153.7K)
Filed 2026-11-02
Moors & Cabot, Inc.
DECREASED
Shares3,634 from 3,938
Change-304 (-8%)
Value$1.3M (-$302.7K)
Filed 2026-11-06
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED
Shares3,632 from 5,832
Change-2,200 (-38%)
Value$1.3M (-$1.1M)
Filed 2026-10-21
StoneX Group Inc.
INCREASED
Shares3,632 from 2,661
Change+971 (+36%)
Value$1.3M (+$263.7K)
Filed 2026-11-03
Clear Creek Financial Management, LLC
DECREASED
Shares3,627 from 3,847
Change-220 (-6%)
Value$1.3M (-$267.6K)
Filed 2026-10-28
Caldwell Trust Co
DECREASED
Shares3,621 from 3,804
Change-183 (-5%)
Value$1.3M (-$251.9K)
Filed 2026-10-30
CoreCap Advisors, LLC
INCREASED
Shares3,614 from 2,691
Change+923 (+34%)
Value$1.3M (+$208.3K)
Filed 2026-10-08
Greenspring Advisors, LLC
INCREASED
Shares3,593 from 3,329
Change+264 (+8%)
Value$1.3M (-$64.8K)
Filed 2026-11-05
Bernicke Wealth Management, Ltd.
INCREASED
Shares3,583 from 3,452
Change+131 (+4%)
Value$1.3M (-$119.4K)
Filed 2026-11-06
Oak Asset Management, LLC
UNCHANGED
Shares3,580 from 3,580
Change0 (0%)
Value$1.3M (-$173.8K)
Filed 2026-10-13
PUREfi Wealth, LLC
DECREASED
Shares3,570 from 3,743
Change-173 (-5%)
Value$1.3M (-$245.2K)
Filed 2026-10-19
Gables Capital Management Inc.
DECREASED
Shares3,570 from 3,605
Change-35 (-1%)
Value$1.3M (-$187.9K)
Filed 2026-11-04
Contravisory Investment Management, Inc.
INCREASED
Shares3,569 from 3,149
Change+420 (+13%)
Value$1.3M (+$1.3K)
Filed 2026-10-13
Nwam LLC
DECREASED
Shares3,568 from 5,805
Change-2,237 (-39%)
Value$1.3M (-$1.1M)
Filed 2026-11-09
WealthPLAN Partners, LLC
INCREASED
Shares3,560 from 2,594
Change+966 (+37%)
Value$1.3M (+$228.9K)
Filed 2026-10-15
Waterfront Wealth Inc.
INCREASED
Shares3,556 from 2,066
Change+1,490 (+72%)
Value$1.5M (+$615.9K)
Filed 2026-11-03
Trust Point Inc.
INCREASED
Shares3,555 from 2,958
Change+597 (+20%)
Value$1.3M (+$75.5K)
Filed 2026-10-27
Cassia Capital Partners, LLC
INCREASED
Shares3,551 from 3,437
Change+114 (+3%)
Value$1.3M (-$124.9K)
Filed 2026-11-04
Deseret Mutual Benefit Administrators
DECREASED
Shares3,541 from 3,914
Change-373 (-10%)
Value$1.3M (-$326.9K)
Filed 2026-11-04
Revolve Wealth Partners, LLC
DECREASED
Shares3,507 from 3,603
Change-96 (-3%)
Value$1.3M (-$210.1K)
Filed 2026-10-23
Ledyard National Bank
DECREASED
Shares3,491 from 3,717
Change-226 (-6%)
Value$1.3M (-$263.4K)
Filed 2026-10-21
Donaldson Capital Management, LLC
INCREASED
Shares3,487 from 3,204
Change+283 (+9%)
Value$1.3M (-$51.6K)
Filed 2026-11-09
V-Square Quantitative Management LLC
INCREASED
Shares3,487 from 3,243
Change+244 (+8%)
Value$1.3M (-$67.9K)
Filed 2026-10-15
Mather Group, Llc.
DECREASED
Shares3,476 from 3,567
Change-91 (-3%)
Value$1.3M (-$206.8K)
Filed 2026-10-14
DB Fitzpatrick & Co, Inc
DECREASED
Shares3,471 from 5,176
Change-1,705 (-33%)
Value$1.3M (-$877.2K)
Filed 2026-10-19
St. Johns Investment Management Company, LLC
INCREASED
Shares3,446 from 3,335
Change+111 (+3%)
Value$1.3M (-$121.2K)
Filed 2026-10-30
Revisor Wealth Management LLC
DECREASED
Shares3,444 from 3,548
Change-104 (-3%)
Value$1.4M (-$101.3K)
Filed 2026-10-20
LS Investment Advisors, LLC
DECREASED
Shares3,441 from 3,536
Change-95 (-3%)
Value$1.3M (-$206.5K)
Filed 2026-10-13
Defined Wealth Management, LLC
INCREASED
Shares3,437 from 3,435
Change+2 (+0%)
Value$1.3M (-$166.0K)
Filed 2026-10-19
Cypress Capital Group
DECREASED
Shares3,434 from 3,797
Change-363 (-10%)
Value$1.3M (-$317.6K)
Filed 2026-11-03
High Note Wealth, LLC
DECREASED
Shares3,404 from 3,898
Change-494 (-13%)
Value$1.2M (-$370.6K)
Filed 2026-10-27
Evansbrook LLC
INCREASED
Shares3,399 from 3,380
Change+19 (+1%)
Value$1.2M (-$157.1K)
Filed 2026-10-16
Cullinan Associates Inc
DECREASED
Shares3,396 from 3,950
Change-554 (-14%)
Value$1.2M (-$395.1K)
Filed 2026-11-03
Lanark Financial, Inc.
DECREASED
Shares3,390 from 3,488
Change-98 (-3%)
Value$1.2M (-$205.2K)
Filed 2026-10-26
Mechanics Bank Trust Department
DECREASED
Shares3,389 from 4,425
Change-1,036 (-23%)
Value$1.2M (-$595.1K)
Filed 2026-10-13
Paradigm Asset Management Co LLC
DECREASED
Shares3,380 from 3,680
Change-300 (-8%)
Value$1.2M (-$288.8K)
Filed 2026-11-05
Avantra Family Wealth, Inc.
INCREASED
Shares3,378 from 1,715
Change+1,663 (+97%)
Value$1.2M (+$527.3K)
Filed 2026-10-20
Curated Wealth Partners LLC
INCREASED
Shares3,377 from 1,508
Change+1,869 (+124%)
Value$1.2M (+$612.9K)
Filed 2026-10-15
Weaver Capital Management LLC
NEW
Shares3,375
Change+3,375
Value$1.2M
Filed 2026-10-15
Ascent Wealth Partners, LLC
DECREASED
Shares3,362 from 3,365
Change-3 (0%)
Value$1.2M (-$164.5K)
Filed 2026-10-23
Emerald Advisors, LLC
INCREASED
Shares3,355 from 2,339
Change+1,016 (+43%)
Value$1.2M (+$259.1K)
Filed 2026-10-13
Smithbridge Asset Management Inc
DECREASED
Shares3,344 from 3,584
Change-240 (-7%)
Value$1.2M (-$262.1K)
Filed 2026-10-19
Cyndeo Wealth Partners, LLC
INCREASED
Shares3,331 from 3,159
Change+172 (+5%)
Value$1.2M (-$90.1K)
Filed 2026-10-16
Baron Wealth Management LLC
INCREASED
Shares3,326 from 1,957
Change+1,369 (+70%)
Value$1.2M (+$407.7K)
Filed 2026-10-27
Aprio Wealth Management, LLC
DECREASED
Shares3,322 from 3,560
Change-238 (-7%)
Value$1.2M (-$259.9K)
Filed 2026-10-28
CSU Producer Resources, Inc.
UNCHANGED
Shares3,300 from 3,300
Change0 (0%)
Value$1.2M (-$160.2K)
Filed 2026-11-03
Victory Financial Group, LLC
INCREASED
Shares3,298 from 2,399
Change+899 (+37%)
Value$1.2M (+$213.6K)
Filed 2026-10-27
West Michigan Advisors, LLC
DECREASED
Shares3,283 from 3,783
Change-500 (-13%)
Value$1.2M (-$367.0K)
Filed 2026-11-09
Chilton Capital Management LLC
INCREASED
Shares3,283 from 2,804
Change+479 (+17%)
Value$1.2M (+$39.7K)
Filed 2026-10-28
Legacy Financial Advisors, Inc.
DECREASED
Shares3,276 from 3,684
Change-408 (-11%)
Value$1.2M (-$328.6K)
Filed 2026-11-09
LVW Advisors, LLC
INCREASED
Shares3,264 from 2,960
Change+304 (+10%)
Value$1.2M (-$32.1K)
Filed 2026-10-19
Trust Investment Advisors
INCREASED
Shares3,264 from 3,004
Change+260 (+9%)
Value$1.2M (-$50.3K)
Filed 2026-10-20
Athena Wealth Management, LLC
INCREASED
Shares3,261 from 2,968
Change+293 (+10%)
Value$1.2M (-$36.4K)
Filed 2026-10-09
MCF Advisors LLC
DECREASED
Shares3,260 from 3,328
Change-68 (-2%)
Value$1.2M (-$186.5K)
Filed 2026-10-28
Lodestone Wealth Management LLC
INCREASED
Shares3,250 from 3,212
Change+38 (+1%)
Value$1.2M (-$141.7K)
Filed 2026-10-14
Cache Advisors, LLC
UNCHANGED
Shares3,235 from 3,235
Change0 (0%)
Value$1.2M (-$157.1K)
Filed 2026-10-16
Avaii Wealth Management, LLC
DECREASED
Shares3,231 from 3,335
Change-104 (-3%)
Value$1.2M (-$184.4K)
Filed 2026-10-09
McAdam, LLC
INCREASED
Shares3,230 from 2,782
Change+448 (+16%)
Value$1.2M (+$29.6K)
Filed 2026-10-21
Tlwm
DECREASED
Shares3,229 from 3,406
Change-177 (-5%)
Value$1.2M (-$230.3K)
Filed 2026-10-09
Quent Capital, LLC
INCREASED
Shares3,212 from 2,972
Change+240 (+8%)
Value$1.3M (+$31.4K)
Filed 2026-11-09
Analyst IMS Investment Management Services Ltd.
INCREASED
Shares3,211 from 2,059
Change+1,152 (+56%)
Value$1.2K (-$854.8K)
Filed 2026-11-05
Kestra Investment Management, LLC
DECREASED
Shares3,205 from 5,273
Change-2,068 (-39%)
Value$1.2M (-$1.0M)
Filed 2026-11-04
MBL Wealth, LLC
INCREASED
Shares3,204 from 2,688
Change+516 (+19%)
Value$1.2M (+$58.9K)
Filed 2026-10-22
Finivi Inc.
DECREASED
Shares3,202 from 3,211
Change-9 (0%)
Value$1.2M (-$159.1K)
Filed 2026-10-13
Redwood Family Wealth LLC
INCREASED
Shares3,189 from 2,182
Change+1,007 (+46%)
Value$1.2M (+$263.7K)
Filed 2026-10-20
Congress Asset Management Co
INCREASED
Shares3,173 from 670
Change+2,503 (+374%)
Value$1.2M (+$886.4K)
Filed 2026-10-06
Schear Investment Advisers, LLC
DECREASED
Shares3,158 from 5,460
Change-2,302 (-42%)
Value$1.2M (-$1.1M)
Filed 2026-10-14
Tempo Wealth, LLC
INCREASED
Shares3,158 from 2,579
Change+579 (+22%)
Value$1.2M (+$87.7K)
Filed 2026-10-14
Jefferson Bridge Capital, LLC
UNCHANGED
Shares3,130 from 3,130
Change0 (0%)
Value$1.1M (-$152.0K)
Filed 2026-11-06
MRA Advisory Group
INCREASED
Shares3,122 from 2,421
Change+701 (+29%)
Value$1.1M (+$139.8K)
Filed 2026-10-07
Journey Advisory Group, LLC
INCREASED
Shares3,118 from 2,310
Change+808 (+35%)
Value$1.1M (+$184.5K)
Filed 2026-11-04
Stenger Family Office, LLC
DECREASED
Shares3,114 from 5,139
Change-2,025 (-39%)
Value$1.2M (-$959.6K)
Filed 2026-10-22
Mendel Money Management
DECREASED
Shares3,114 from 3,581
Change-467 (-13%)
Value$1.1M (-$345.3K)
Filed 2026-11-02
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares3,102 from 3,019
Change+83 (+3%)
Value$1.1M (-$116.0K)
Filed 2026-10-13
Parsons Capital Management Inc
DECREASED
Shares3,101 from 3,271
Change-170 (-5%)
Value$1.1M (-$221.0K)
Filed 2026-10-28
Altfest L J & Co Inc
DECREASED
Shares3,094 from 7,788
Change-4,694 (-60%)
Value$1.1M (-$2.1M)
Filed 2026-10-27
Harel Insurance Investments & Financial Services Ltd.
DECREASED
Shares3,065 from 3,229
Change-164 (-5%)
Value$1.1K (-$1.3M)
Filed 2026-11-02
Everett Harris & Co
DECREASED
Shares3,062 from 3,142
Change-80 (-3%)
Value$1.1M (-$181.9K)
Filed 2026-10-28
Institute for Wealth Management, Llc.
UNCHANGED
Shares3,052 from 3,052
Change0 (0%)
Value$1.1M (-$148.1K)
Filed 2026-11-06
Formidable Asset Management, LLC
INCREASED
Shares3,047 from 3,045
Change+2 (+0%)
Value$1.3M (+$442.3K)
Filed 2026-11-03
Facet Wealth, Inc.
INCREASED
Shares3,035 from 2,877
Change+158 (+5%)
Value$1.1M (-$81.7K)
Filed 2026-11-04
Delta Financial Advisors LLC
DECREASED
Shares3,023 from 3,070
Change-47 (-2%)
Value$1.1M (-$166.3K)
Filed 2026-10-27
IFG Advisory, LLC
DECREASED
Shares3,017 from 3,445
Change-428 (-12%)
Value$1.1M (-$324.2K)
Filed 2026-11-09
Paladin Wealth, LLC
INCREASED
Shares3,011 from 2,820
Change+191 (+7%)
Value$1.1M (-$66.7K)
Filed 2026-10-23
EdgeRock Capital LLC
DECREASED
Shares3,008 from 3,126
Change-118 (-4%)
Value$1.1M (-$195.0K)
Filed 2026-11-03
Plimoth Trust Co LLC
DECREASED
Shares3,005 from 3,318
Change-313 (-9%)
Value$1.1M (-$276.0K)
Filed 2026-10-26
Churchill Financial Advisors, LLC
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$1.1M (-$145.7K)
Filed 2026-10-20
Key FInancial Inc
INCREASED
Shares2,954 from 2,946
Change+8 (+0%)
Value$1.1M (-$140.1K)
Filed 2026-11-02
Thompson Siegel & Walmsley LLC
DECREASED
Shares2,920 from 2,946
Change-26 (-1%)
Value$1.1K (-$1.2M)
Filed 2026-11-05
SouthState Bank Corp
DECREASED
Shares2,906 from 3,252
Change-346 (-11%)
Value$1.1M (-$284.9K)
Filed 2026-11-09
Hudock, Inc.
INCREASED
Shares2,904 from 2,844
Change+60 (+2%)
Value$1.1M (-$116.1K)
Filed 2026-10-14
Prentice Wealth Management LLC
DECREASED
Shares2,887 from 2,906
Change-19 (-1%)
Value$1.1M (-$148.0K)
Filed 2026-10-20
Stokes Capital Advisors, LLC
INCREASED
Shares2,882 from 2,738
Change+144 (+5%)
Value$1.1M (-$80.1K)
Filed 2026-10-09
E&G Advisors, LLC
DECREASED
Shares2,882 from 2,942
Change-60 (-2%)
Value$1.1M (-$164.9K)
Filed 2026-10-13
Wiregrass Investment Management LLC
INCREASED
Shares2,876 from 2,865
Change+11 (+0%)
Value$1.1M (-$134.8K)
Filed 2026-11-05
Genesee Capital Advisors, LLC
DECREASED
Shares2,874 from 2,929
Change-55 (-2%)
Value$1.1M (-$162.2K)
Filed 2026-10-20
Huntleigh Advisors, Inc.
DECREASED
Shares2,856 from 3,057
Change-201 (-7%)
Value$1.0M (-$222.7K)
Filed 2026-11-03
Vectors Research Management, LLC
DECREASED
Shares2,852 from 2,878
Change-26 (-1%)
Value$1.0M (-$149.3K)
Filed 2026-11-09
James J. Burns & Company, LLC
UNCHANGED
Shares2,850 from 2,850
Change0 (0%)
Value$1.0M (-$138.4K)
Filed 2026-10-22
CenterBook Partners LP
NEW
Shares2,846
Change+2,846
Value$1.0M
Filed 2026-11-02
Archford Capital Strategies, LLC
DECREASED
Shares2,843 from 3,005
Change-162 (-5%)
Value$1.0M (-$205.4K)
Filed 2026-10-19
Balefire, LLC
DECREASED
Shares2,837 from 3,058
Change-221 (-7%)
Value$1.0M (-$229.7K)
Filed 2026-10-09
Vima LLC
INCREASED
Shares2,827 from 2,817
Change+10 (+0%)
Value$1.0M (-$133.1K)
Filed 2026-10-23
Rakuten Securities, Inc.
DECREASED
Shares2,826 from 3,764
Change-938 (-25%)
Value$1.0M (-$527.1K)
Filed 2026-11-02
Generate Investment Management Ltd
DECREASED
Shares2,825 from 53,148
Change-50,323 (-95%)
Value$1.0M (-$21.1M)
Filed 2026-10-14
Florida Financial Advisors, LLC
INCREASED
Shares2,821 from 2,422
Change+399 (+16%)
Value$1.0M (+$28.1K)
Filed 2026-11-09
Monte Financial Group, LLC
UNCHANGED
Shares2,811 from 2,811
Change0 (0%)
Value$1.0M (-$133.0K)
Filed 2026-11-02
Income Insurance Ltd
UNCHANGED
Shares2,805 from 2,805
Change0 (0%)
Value$1.0M (-$136.2K)
Filed 2026-10-21
Zions Bancorporation, National Association
INCREASED
Shares2,799 from 2,592
Change+207 (+8%)
Value$1.0M (-$49.9K)
Filed 2026-11-06
Elyxium Wealth, LLC
INCREASED
Shares2,796 from 2,644
Change+152 (+6%)
Value$1.0M (-$72.4K)
Filed 2026-10-27
Wealth Intelligence, LLC
DECREASED
Shares2,782 from 2,896
Change-114 (-4%)
Value$1.0M (-$182.4K)
Filed 2026-10-16
Beacon Financial Group
INCREASED
Shares2,778 from 2,644
Change+134 (+5%)
Value$1.0M (-$79.0K)
Filed 2026-10-19
Lpwm LLC
INCREASED
Shares2,761 from 2,576
Change+185 (+7%)
Value$1.0M (-$57.1K)
Filed 2026-10-20
Burford Brothers, Inc.
DECREASED
Shares2,754 from 2,799
Change-45 (-2%)
Value$1.0M (-$152.3K)
Filed 2026-10-21
San Luis Wealth Advisors LLC
DECREASED
Shares2,742 from 24,975
Change-22,233 (-89%)
Value$1.0M (-$9.4M)
Filed 2026-10-27
Nicholas Hoffman & Company, Llc.
DECREASED
Shares2,723 from 2,812
Change-89 (-3%)
Value$999.7K (-$169.1K)
Filed 2026-10-30
Emprise Bank
DECREASED
Shares2,721 from 2,770
Change-49 (-2%)
Value$998.8K (-$152.5K)
Filed 2026-10-07
Shade Tree Advisors LLC
NEW
Shares2,718
Change+2,718
Value$997.7K
Filed 2026-10-22
Collaborative Fund Advisors, LLC
INCREASED
Shares2,694 from 2,190
Change+504 (+23%)
Value$988.9K (+$78.7K)
Filed 2026-11-02
Persium Advisors, LLC
DECREASED
Shares2,692 from 2,810
Change-118 (-4%)
Value$988.2K (-$179.7K)
Filed 2026-10-07
Winthrop Capital Management, LLC
INCREASED
Shares2,689 from 2,687
Change+2 (+0%)
Value$987.1K (-$129.9K)
Filed 2026-11-05
Laraway Financial Advisors Inc
DECREASED
Shares2,686 from 2,759
Change-73 (-3%)
Value$986.1K (-$160.8K)
Filed 2026-11-09
Andrews Advisory Associates, LLC
DECREASED
Shares2,684 from 3,023
Change-339 (-11%)
Value$985.1K (-$271.2K)
Filed 2026-10-15
Rockland Trust Co
INCREASED
Shares2,683 from 2,589
Change+94 (+4%)
Value$984.9K (-$91.2K)
Filed 2026-10-05
Retirement Planning Group, LLC
DECREASED
Shares2,675 from 2,718
Change-43 (-2%)
Value$981.9K (-$147.8K)
Filed 2026-10-19
Hardy Reed LLC
INCREASED
Shares2,660 from 2,600
Change+60 (+2%)
Value$976.4K (-$104.2K)
Filed 2026-11-06
Signature Estate & Investment Advisors LLC
DECREASED
Shares2,658 from 3,006
Change-348 (-12%)
Value$975.8K (-$274.1K)
Filed 2026-10-13
Abel Hall, LLC
DECREASED
Shares2,649 from 2,865
Change-216 (-8%)
Value$972.4K (-$218.4K)
Filed 2026-10-19
Lakeshore Capital Group, Inc.
INCREASED
Shares2,648 from 2,454
Change+194 (+8%)
Value$972.0K (-$47.8K)
Filed 2026-10-20
World Equity Group, Inc.
DECREASED
Shares2,648 from 2,677
Change-29 (-1%)
Value$983.0K (-$129.4K)
Filed 2026-10-14
Todd Asset Management LLC
UNCHANGED
Shares2,641 from 2,641
Change0 (0%)
Value$969.5K (-$128.2K)
Filed 2026-10-27
Larry Mathis Financial Planning, LLC
DECREASED
Shares2,633 from 3,615
Change-982 (-27%)
Value$966.5K (-$536.0K)
Filed 2026-10-26
Financial Security Advisor, Inc.
INCREASED
Shares2,630 from 2,139
Change+491 (+23%)
Value$965.4K (+$76.4K)
Filed 2026-11-03
Keudell ison Wealth Management
DECREASED
Shares2,627 from 2,681
Change-54 (-2%)
Value$964.3K (-$150.0K)
Filed 2026-10-16
Iams Wealth Management, LLC
DECREASED
Shares2,623 from 2,748
Change-125 (-5%)
Value$963.1K (-$179.2K)
Filed 2026-10-15
Dorato Capital Management
INCREASED
Shares2,621 from 1,964
Change+657 (+33%)
Value$985.4K (+$151.5K)
Filed 2026-10-08
West Family Investments, Inc.
DECREASED
Shares2,610 from 3,100
Change-490 (-16%)
Value$958.1K (-$330.4K)
Filed 2026-11-09
Uncommon Cents Investing Inc
INCREASED
Shares2,610 from 2,520
Change+90 (+4%)
Value$958.1K (-$89.3K)
Filed 2026-10-20
PFW Advisors LLC
INCREASED
Shares2,597 from 2,580
Change+17 (+1%)
Value$953.3K (-$119.0K)
Filed 2026-10-07
FSM Wealth Advisors, LLC
DECREASED
Shares2,589 from 2,903
Change-314 (-11%)
Value$960.4K (-$246.2K)
Filed 2026-10-27
Advocate Investing Services LLC
UNCHANGED
Shares2,589 from 2,589
Change0 (0%)
Value$950.5K (-$125.6K)
Filed 2026-10-26
StoneRidge PMG Advisors, LLC
NEW
Shares2,581
Change+2,581
Value$947
Filed 2026-11-04
Hamilton Capital, LLC
DECREASED
Shares2,581 from 2,670
Change-89 (-3%)
Value$947.3K (-$162.3K)
Filed 2026-10-08
Aviso Wealth Management
DECREASED
Shares2,571 from 3,209
Change-638 (-20%)
Value$943.6K (-$390.3K)
Filed 2026-11-04
Sims Investment Management, LLC
INCREASED
Shares2,563 from 2,448
Change+115 (+5%)
Value$940.9K (-$76.7K)
Filed 2026-10-13
Aafmaa Wealth Management & Trust LLC
DECREASED
Shares2,560 from 2,585
Change-25 (-1%)
Value$939.7K (-$134.7K)
Filed 2026-10-14
Evolution Wealth Advisors, LLC
DECREASED
Shares2,555 from 2,584
Change-29 (-1%)
Value$937.9K (-$136.1K)
Filed 2026-11-03
Semus Wealth Partners LLC
DECREASED
Shares2,554 from 2,571
Change-17 (-1%)
Value$937.5K (-$131.2K)
Filed 2026-10-22
Alpha Family Trust
UNCHANGED
Shares2,550 from 2,550
Change0 (0%)
Value$1.1M ($0)
Filed 2026-11-04
Colonial River Investments, LLC
DECREASED
Shares2,548 from 2,666
Change-118 (-4%)
Value$935.3K (-$172.7K)
Filed 2026-10-19
Clearstead Trust, LLC
INCREASED
Shares2,548 from 2,531
Change+17 (+1%)
Value$935.4K (-$116.3K)
Filed 2026-11-06
Centurion Wealth Management LLC
INCREASED
Shares2,546 from 2,543
Change+3 (+0%)
Value$934.7K (-$122.1K)
Filed 2026-10-13
Rossmore Private Capital
INCREASED
Shares2,543 from 2,474
Change+69 (+3%)
Value$933.5K (-$94.8K)
Filed 2026-10-27
Certuity, LLC
INCREASED
Shares2,538 from 1,457
Change+1,081 (+74%)
Value$931.6K (+$326.0K)
Filed 2026-11-02
Root Financial Partners, LLC
INCREASED
Shares2,530 from 2,372
Change+158 (+7%)
Value$928.6K (-$57.1K)
Filed 2026-10-21
Convergence Financial, LLC
DECREASED
Shares2,522 from 5,341
Change-2,819 (-53%)
Value$925.8K (-$1.3M)
Filed 2026-10-27
Abundance Wealth Counselors
DECREASED
Shares2,521 from 2,547
Change-26 (-1%)
Value$925.5K (-$133.2K)
Filed 2026-10-26
Leuthold Group, LLC
NEW
Shares2,519
Change+2,519
Value$924.7K
Filed 2026-11-04
Legacy Capital Group California, Inc.
NEW
Shares2,488
Change+2,488
Value$913.3K
Filed 2026-11-09
Warren Street Wealth Advisors, LLC
INCREASED
Shares2,478 from 2,398
Change+80 (+3%)
Value$909.7K (-$87.0K)
Filed 2026-11-04
Barlow Wealth Partners, LLC
INCREASED
Shares2,478 from 2,448
Change+30 (+1%)
Value$932.5K (-$109.3K)
Filed 2026-10-15
Sunpointe, LLC
DECREASED
Shares2,471 from 2,658
Change-187 (-7%)
Value$907.1K (-$197.5K)
Filed 2026-10-22
MSH Capital Advisors LLC
DECREASED
Shares2,467 from 3,997
Change-1,530 (-38%)
Value$905.4K (-$756.0K)
Filed 2026-11-03
Copeland Capital Management, LLC
INCREASED
Shares2,464 from 300
Change+2,164 (+721%)
Value$904.5K (+$779.8K)
Filed 2026-10-13
AA Financial Advisors, LLC
INCREASED
Shares2,460 from 2,291
Change+169 (+7%)
Value$903.0K (-$49.2K)
Filed 2026-10-19
Cravens & Co Advisors, LLC
INCREASED
Shares2,448 from 2,346
Change+102 (+4%)
Value$898.6K (-$76.5K)
Filed 2026-10-16
KW Wealth Management LLC
NEW
Shares2,441
Change+2,441
Value$896.3K
Filed 2026-10-28
LVM Capital Management LTD
UNCHANGED
Shares2,440 from 2,440
Change0 (0%)
Value$895.7K (+$894.7K)
Filed 2026-10-20
Kelleher Financial Advisors
DECREASED
Shares2,434 from 5,495
Change-3,061 (-56%)
Value$893.5K (-$1.4M)
Filed 2026-10-30
SC&H Financial Advisors, Inc.
DECREASED
Shares2,421 from 2,447
Change-26 (-1%)
Value$888.5K (-$128.4K)
Filed 2026-10-14
Pictet Bank & Trust Ltd
DECREASED
Shares2,420 from 2,423
Change-3 (0%)
Value$888.3K (-$118.7K)
Filed 2026-10-21
Finer Wealth Management, Inc.
INCREASED
Shares2,418 from 2,175
Change+243 (+11%)
Value$887.6K (-$16.4K)
Filed 2026-10-16
Secure Asset Management, LLC
INCREASED
Shares2,414 from 1,931
Change+483 (+25%)
Value$886.2K (+$83.6K)
Filed 2026-10-19
Tobam
DECREASED
Shares2,413 from 8,536
Change-6,123 (-72%)
Value$886 (-$3.5M)
Filed 2026-11-03
Activest Wealth Management
INCREASED
Shares2,410 from 2,407
Change+3 (+0%)
Value$884.5K (-$116.0K)
Filed 2026-10-15
Orange Investment Advisors, Inc.
DECREASED
Shares2,396 from 3,108
Change-712 (-23%)
Value$879.4K (-$412.2K)
Filed 2026-10-23
Bank of Stockton
INCREASED
Shares2,395 from 2,121
Change+274 (+13%)
Value$879.2K (-$2.4K)
Filed 2026-10-20
Element Pointe Advisors, LLC
INCREASED
Shares2,391 from 2,353
Change+38 (+2%)
Value$877.7K (-$100.3K)
Filed 2026-10-21
Strategic Blueprint, LLC
INCREASED
Shares2,389 from 2,044
Change+345 (+17%)
Value$877.1K (+$27.4K)
Filed 2026-10-22
Rede Wealth, LLC
DECREASED
Shares2,386 from 2,514
Change-128 (-5%)
Value$875.9K (-$168.9K)
Filed 2026-10-22
SAX Wealth Advisors, LLC
INCREASED
Shares2,378 from 2,300
Change+78 (+3%)
Value$873.0K (+$250.7K)
Filed 2026-10-13
First Bank & Trust
DECREASED
Shares2,377 from 2,501
Change-124 (-5%)
Value$872.5K (-$166.9K)
Filed 2026-10-19
Orba Wealth Advisors, L.L.C.
DECREASED
Shares2,370 from 2,604
Change-234 (-9%)
Value$870.0K (-$212.5K)
Filed 2026-10-23
Virtue Asset Management LLC
INCREASED
Shares2,370 from 2,239
Change+131 (+6%)
Value$870.0K (-$60.6K)
Filed 2026-10-21
Richards, Merrill & Peterson, Inc.
DECREASED
Shares2,361 from 2,712
Change-351 (-13%)
Value$866.7K (-$260.4K)
Filed 2026-10-19
Lmcg Investments, LLC
INCREASED
Shares2,356 from 2,349
Change+7 (+0%)
Value$864.8K (-$111.5K)
Filed 2026-10-21
Cornerstone Wealth Advisors, Inc.
UNCHANGED
Shares2,350 from 2,350
Change0 (0%)
Value$862.8K (-$114.1K)
Filed 2026-10-16
Allegheny Financial Group
INCREASED
Shares2,348 from 2,346
Change+2 (+0%)
Value$862.1K (-$113.4K)
Filed 2026-11-05
Brady Martz Wealth Solutions, LLC
INCREASED
Shares2,347 from 1,392
Change+955 (+69%)
Value$861.4K (+$282.7K)
Filed 2026-11-05
Financial Management Professionals, Inc.
INCREASED
Shares2,347 from 2,332
Change+15 (+1%)
Value$861.4K (-$107.9K)
Filed 2026-10-23
Bell Bank
INCREASED
Shares2,344 from 2,043
Change+301 (+15%)
Value$860.4K (+$11.3K)
Filed 2026-10-21
SevenBridge Financial Group, LLC
DECREASED
Shares2,344 from 2,369
Change-25 (-1%)
Value$982.7K (+$18.2K)
Filed 2026-10-26
AlphaStar Capital Management, LLC
INCREASED
Shares2,341 from 2,220
Change+121 (+5%)
Value$859.4K (-$63.1K)
Filed 2026-10-16
Alkeme Wealth, LLC
DECREASED
Shares2,338 from 2,647
Change-309 (-12%)
Value$858.1K (-$242.2K)
Filed 2026-10-08
Kavar Capital Partners Group, LLC
INCREASED
Shares2,335 from 2,239
Change+96 (+4%)
Value$857.1K (-$73.5K)
Filed 2026-11-06
Atlas Capital Advisors Inc.
DECREASED
Shares2,335 from 2,375
Change-40 (-2%)
Value$854.2K (-$133.0K)
Filed 2026-11-09
Childress Capital Advisors, LLC
DECREASED
Shares2,333 from 2,521
Change-188 (-7%)
Value$856.3K (-$191.4K)
Filed 2026-10-28
Spinnaker Investment Group, LLC
DECREASED
Shares2,327 from 2,413
Change-86 (-4%)
Value$854.1K (-$148.9K)
Filed 2026-10-13
Pacific Capital Partners Ltd
NEW
Shares2,325
Change+2,325
Value$853.5K
Filed 2026-10-28
55 North Private Wealth, LLC
INCREASED
Shares2,324 from 2,055
Change+269 (+13%)
Value$853.1K (-$1.0K)
Filed 2026-10-20
National Wealth Management Group, LLC
DECREASED
Shares2,316 from 2,742
Change-426 (-16%)
Value$850.2K (-$289.6K)
Filed 2026-10-26
Essex Bank
DECREASED
Shares2,311 from 2,325
Change-14 (-1%)
Value$848.3K (-$118.0K)
Filed 2026-10-16
Elevation Wealth Management LLC
DECREASED
Shares2,300 from 2,361
Change-61 (-3%)
Value$844.3K (-$137.0K)
Filed 2026-11-02
Wealthcare Capital Partners, LLC
INCREASED
Shares2,291 from 2,285
Change+6 (+0%)
Value$840.9K (-$108.9K)
Filed 2026-10-21
RBA Wealth Management, LLC
INCREASED
Shares2,285 from 1,902
Change+383 (+20%)
Value$838.8K (+$48.3K)
Filed 2026-10-28
XY Planning Network, Inc.
INCREASED
Shares2,277 from 2,184
Change+93 (+4%)
Value$836.0K (-$72.0K)
Filed 2026-10-14
Cornerstone Advisory, LLC
INCREASED
Shares2,275 from 2,167
Change+108 (+5%)
Value$835.1K (-$65.5K)
Filed 2026-11-06
Harbor Group, Inc.
INCREASED
Shares2,264 from 2,250
Change+14 (+1%)
Value$831.2K (-$104.2K)
Filed 2026-10-14
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares2,263 from 2,263
Change0 (0%)
Value$940.5K ($0)
Filed 2026-11-03
Little House Capital LLC
NEW
Shares2,249
Change+2,249
Value$825.4K
Filed 2026-11-06
Patton Albertson Miller Group, LLC
UNCHANGED
Shares2,248 from 2,248
Change0 (0%)
Value$825.2K (-$109.1K)
Filed 2026-10-26
Murphy & Mullick Capital Management Corp
INCREASED
Shares2,235 from 2,170
Change+65 (+3%)
Value$820.4K (-$81.6K)
Filed 2026-11-02
Aspiriant, LLC
DECREASED
Shares2,230 from 3,379
Change-1,149 (-34%)
Value$818.9K (-$585.8K)
Filed 2026-10-16
Independent Investors Inc
UNCHANGED
Shares2,230 from 2,230
Change0 (0%)
Value$818.6K (-$108.3K)
Filed 2026-10-30
Breakwater Capital Group
INCREASED
Shares2,229 from 1,945
Change+284 (+15%)
Value$818.2K (+$9.8K)
Filed 2026-10-09
Oak Thistle LLC
DECREASED
Shares2,227 from 20,411
Change-18,184 (-89%)
Value$817.5K (-$7.7M)
Filed 2026-10-21
Twelve Points Wealth Management LLC
INCREASED
Shares2,217 from 2,130
Change+87 (+4%)
Value$902.2K (+$16.9K)
Filed 2026-11-03
Altus Wealth Group LLC
DECREASED
Shares2,215 from 2,225
Change-10 (0%)
Value$813.1K (-$111.7K)
Filed 2026-10-20
Certified Advisory Corp
INCREASED
Shares2,201 from 2,078
Change+123 (+6%)
Value$807.9K (-$55.8K)
Filed 2026-10-29
Strategic Family Wealth Counselors, L.L.C.
INCREASED
Shares2,200 from 1,880
Change+320 (+17%)
Value$807.7K (+$26.2K)
Filed 2026-10-29
Patriot Financial Group Insurance Agency, LLC
DECREASED
Shares2,197 from 2,564
Change-367 (-14%)
Value$806.6K (-$257.6K)
Filed 2026-10-14
Herold Advisors, Inc.
UNCHANGED
Shares2,193 from 2,193
Change0 (0%)
Value$805.0K (-$105.0K)
Filed 2026-10-19
B.A. Schrock Wealth Management, Inc.
NEW
Shares2,192
Change+2,192
Value$800.4K
Filed 2026-10-15
Sanders Morris Harris LLC
NEW
Shares2,190
Change+2,190
Value$803.9K
Filed 2026-10-14
Klingman & Associates, LLC
INCREASED
Shares2,187 from 2,021
Change+166 (+8%)
Value$802.8K (-$37.2K)
Filed 2026-10-20
Camelot Portfolios, LLC
DECREASED
Shares2,183 from 2,396
Change-213 (-9%)
Value$801.2K (-$194.6K)
Filed 2026-11-09
Bria Capital Group, LLC
INCREASED
Shares2,171 from 1,816
Change+355 (+20%)
Value$796.9K (+$42.1K)
Filed 2026-10-22
Swiss RE LTD
INCREASED
Shares2,168 from 1,319
Change+849 (+64%)
Value$795.8K (+$247.6K)
Filed 2026-11-06
Trueblood Wealth Management, LLC
INCREASED
Shares2,168 from 1,499
Change+669 (+45%)
Value$795.8K (+$172.8K)
Filed 2026-10-23
Pettee Investors, Inc.
UNCHANGED
Shares2,168 from 2,168
Change0 (0%)
Value$795.8K (-$105.3K)
Filed 2026-11-09
Vann Equity Management LLC
NEW
Shares2,166
Change+2,166
Value$795.1K
Filed 2026-10-08
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED
Shares2,155 from 2,190
Change-35 (-2%)
Value$791.1K (-$119.2K)
Filed 2026-10-23
Cypress Asset Management Inc
DECREASED
Shares2,151 from 2,459
Change-308 (-13%)
Value$789.6K (-$232.4K)
Filed 2026-10-09
Doliver Advisors, LP
DECREASED
Shares2,149 from 2,159
Change-10 (0%)
Value$788.9K (-$108.5K)
Filed 2026-10-01
Legacy Wealth Management, LLC / MS
DECREASED
Shares2,148 from 2,208
Change-60 (-3%)
Value$788.5K (-$129.2K)
Filed 2026-10-30
Beaumont Financial Advisors, LLC
INCREASED
Shares2,146 from 2,131
Change+15 (+1%)
Value$787.6K (-$97.9K)
Filed 2026-10-22
Golden Reserve Retirement LLC
INCREASED
Shares2,143 from 1,873
Change+270 (+14%)
Value$786.8K (+$8.2K)
Filed 2026-11-02
Benedict Financial Advisors Inc
INCREASED
Shares2,128 from 825
Change+1,303 (+158%)
Value$781.1K (+$438.2K)
Filed 2026-10-07
BAR Harbor Wealth Management
DECREASED
Shares2,123 from 2,430
Change-307 (-13%)
Value$779.3K (-$230.7K)
Filed 2026-10-21
KG Capital Management
DECREASED
Shares2,123 from 2,164
Change-41 (-2%)
Value$779.3K (-$120.1K)
Filed 2026-10-15
Chiron Capital Management, LLC
DECREASED
Shares2,120 from 3,921
Change-1,801 (-46%)
Value$778.2K (-$851.5K)
Filed 2026-10-15
Fischer Financial Services, Inc.
DECREASED
Shares2,117 from 3,512
Change-1,395 (-40%)
Value$777.2K (-$683.0K)
Filed 2026-10-30
Salvus Wealth Management, LLC
DECREASED
Shares2,115 from 2,232
Change-117 (-5%)
Value$776.5K (-$151.3K)
Filed 2026-10-13
SYM Financial Corp
DECREASED
Shares2,108 from 2,127
Change-19 (-1%)
Value$773.7K (-$110.6K)
Filed 2026-10-26
United Advisor Group, LLC
DECREASED
Shares2,107 from 2,980
Change-873 (-29%)
Value$773.5K (-$464.9K)
Filed 2026-11-03
Bradyco, Inc.
UNCHANGED
Shares2,099 from 2,099
Change0 (0%)
Value$770.5K (-$101.9K)
Filed 2026-11-03
QTR Family Wealth, LLC
DECREASED
Shares2,091 from 2,332
Change-241 (-10%)
Value$767.5K (-$201.9K)
Filed 2026-11-02
Teza Capital Management LLC
INCREASED
Shares2,087 from 970
Change+1,117 (+115%)
Value$766.1K (+$362.9K)
Filed 2026-10-23
Benchmark Financial Wealth Advisors, LLC
DECREASED
Shares2,087 from 2,158
Change-71 (-3%)
Value$766.2K (-$130.6K)
Filed 2026-10-20
Cardiff Park Advisors, LLC
INCREASED
Shares2,085 from 2,084
Change+1 (+0%)
Value$765.5K (-$100.7K)
Filed 2026-11-09
Patrick M Sweeney & Associates, Inc
INCREASED
Shares2,080 from 2,072
Change+8 (+0%)
Value$763.6K (-$97.6K)
Filed 2026-10-22
Patten Group, Inc.
INCREASED
Shares2,075 from 2,052
Change+23 (+1%)
Value$761.8K (-$91.0K)
Filed 2026-10-26
Riverwater Partners LLC
DECREASED
Shares2,072 from 3,210
Change-1,138 (-35%)
Value$760.6K (-$573.6K)
Filed 2026-11-03
RKL Wealth Management LLC
INCREASED
Shares2,066 from 1,971
Change+95 (+5%)
Value$758.4K (-$60.8K)
Filed 2026-10-16
Yoffe Investment Management, LLC
INCREASED
Shares2,059 from 2,058
Change+1 (+0%)
Value$755.7K (-$99.8K)
Filed 2026-11-02
Welch & Forbes LLC
DECREASED
Shares2,052 from 2,318
Change-266 (-11%)
Value$753.2K (-$210.2K)
Filed 2026-11-04
Golden State Wealth Management, LLC
INCREASED
Shares2,047 from 1,889
Change+158 (+8%)
Value$751.6K (-$33.7K)
Filed 2026-11-02
Chatham Capital Group, Inc.
UNCHANGED
Shares2,047 from 2,047
Change0 (0%)
Value$751.4K (-$99.4K)
Filed 2026-10-16
Syntegra Private Wealth Group, LLC
DECREASED
Shares2,046 from 2,090
Change-44 (-2%)
Value$751.2K (-$117.6K)
Filed 2026-10-13
HCR Wealth Advisors
INCREASED
Shares2,045 from 1,957
Change+88 (+5%)
Value$750.8K (-$63.0K)
Filed 2026-10-15
Summit Wealth Group LLC / Co
INCREASED
Shares2,042 from 1,881
Change+161 (+9%)
Value$749.5K (-$32.4K)
Filed 2026-10-29
Ignite Planners, LLC
INCREASED
Shares2,040 from 1,922
Change+118 (+6%)
Value$755.8K (-$43.9K)
Filed 2026-10-14
Graves Light Lenhart Wealth, Inc.
UNCHANGED
Shares2,040 from 2,040
Change0 (0%)
Value$748.8K (-$99.0K)
Filed 2026-10-09
Earned Wealth Advisors, LLC
INCREASED
Shares2,036 from 1,815
Change+221 (+12%)
Value$747.4K (-$6.9K)
Filed 2026-11-06
Cornerstone Wealth Management, LLC
INCREASED
Shares2,023 from 2,021
Change+2 (+0%)
Value$742.8K (-$97.2K)
Filed 2026-11-04
Physician Wealth Advisors, Inc.
INCREASED
Shares2,020 from 673
Change+1,347 (+200%)
Value$741.5K (+$461.8K)
Filed 2026-10-20
Romano Brothers and Company
DECREASED
Shares2,020 from 2,069
Change-49 (-2%)
Value$741.5K (-$118.4K)
Filed 2026-10-22
Ranch Capital Advisors Inc.
INCREASED
Shares2,010 from 1,941
Change+69 (+4%)
Value$737.9K (-$68.8K)
Filed 2026-11-09
McLean Asset Management Corp
DECREASED
Shares2,007 from 2,041
Change-34 (-2%)
Value$794.1K (-$51.7K)
Filed 2026-11-06
denkapparat Operations GmbH
INCREASED
Shares2,002 from 920
Change+1,082 (+118%)
Value$734.9K (+$352.5K)
Filed 2026-11-09
Mitsubishi UFJ Asset Management (UK) Ltd.
DECREASED
Shares2,000 from 3,000
Change-1,000 (-33%)
Value$734 (-$1.2M)
Filed 2026-10-22
Intesa Sanpaolo Wealth Management
DECREASED
Shares1,992 from 2,112
Change-120 (-6%)
Value$731.2K (-$146.6K)
Filed 2026-10-28
Sawgrass Asset Management LLC
INCREASED
Shares1,985 from 1,984
Change+1 (+0%)
Value$728.5K (-$96.1K)
Filed 2026-11-03
CRA Financial Services, LLC
DECREASED
Shares1,977 from 2,207
Change-230 (-10%)
Value$725.6K (-$191.8K)
Filed 2026-10-16
XXI Wealth, LLC
DECREASED
Shares1,976 from 1,997
Change-21 (-1%)
Value$725.5K (-$104.6K)
Filed 2026-10-22
Lifelong Wealth Advisors, Inc.
DECREASED
Shares1,974 from 1,975
Change-1 (0%)
Value$724.6K (-$96.3K)
Filed 2026-10-19
Founders Financial Securities LLC
INCREASED
Shares1,973 from 1,915
Change+58 (+3%)
Value$724.2K (-$71.7K)
Filed 2026-10-28
Northbridge Financial Group, LLC
DECREASED
Shares1,963 from 2,075
Change-112 (-5%)
Value$738.5K (-$123.9K)
Filed 2026-11-05
Northland Securities, Inc.
INCREASED
Shares1,960 from 1,910
Change+50 (+3%)
Value$719.5K (-$74.4K)
Filed 2026-11-02
Westbourne Investment Advisors, Inc.
DECREASED
Shares1,959 from 1,994
Change-35 (-2%)
Value$719.1K (-$109.7K)
Filed 2026-10-20
Armstrong Advisory Group, Inc
INCREASED
Shares1,956 from 1,948
Change+8 (+0%)
Value$718.1K (-$91.6K)
Filed 2026-10-09
Bigelow Investment Advisors, LLC
DECREASED
Shares1,954 from 2,012
Change-58 (-3%)
Value$717.3K (-$119.0K)
Filed 2026-10-13
Bingham Private Wealth, LLC
DECREASED
Shares1,953 from 1,987
Change-34 (-2%)
Value$716.9K (-$109.0K)
Filed 2026-11-05
Corundum Group, Inc.
NEW
Shares1,947
Change+1,947
Value$714.7K
Filed 2026-10-28
Bernardo Wealth Planning LLC
INCREASED
Shares1,942 from 907
Change+1,035 (+114%)
Value$713.2K (+$336.0K)
Filed 2026-10-23
Wisconsin Wealth Advisors, LLC
INCREASED
Shares1,942 from 1,940
Change+2 (+0%)
Value$712.8K (-$93.3K)
Filed 2026-10-08
Fiduciary Family Office, LLC
INCREASED
Shares1,916 from 1,709
Change+207 (+12%)
Value$703.3K (-$7.0K)
Filed 2026-11-04
Meadow Creek Wealth Advisors LLC
INCREASED
Shares1,916 from 1,913
Change+3 (+0%)
Value$703.2K (-$91.8K)
Filed 2026-11-02
Triumph Capital Management
INCREASED
Shares1,915 from 1,878
Change+37 (+2%)
Value$703.0K (-$77.6K)
Filed 2026-10-14
WMS Group LLC
INCREASED
Shares1,913 from 1,904
Change+9 (+0%)
Value$702.2K (-$89.1K)
Filed 2026-11-06
KPP Advisory Services LLC
DECREASED
Shares1,912 from 2,341
Change-429 (-18%)
Value$701.9K (-$271.0K)
Filed 2026-10-26
Westover Capital Advisors, LLC
DECREASED
Shares1,910 from 1,942
Change-32 (-2%)
Value$701.1K (-$106.0K)
Filed 2026-10-26
Anchyra Partners LLC
DECREASED
Shares1,907 from 1,913
Change-6 (0%)
Value$700.0K (-$95.1K)
Filed 2026-10-13
Buckhead Capital Management LLC
DECREASED
Shares1,903 from 2,626
Change-723 (-28%)
Value$698.6K (-$392.6K)
Filed 2026-11-03
Michels Family Financial, LLC
INCREASED
Shares1,894 from 1,727
Change+167 (+10%)
Value$695.3K (-$22.6K)
Filed 2026-11-02
Parisi Gray Wealth Management
INCREASED
Shares1,893 from 1,892
Change+1 (+0%)
Value$695.0K (-$91.4K)
Filed 2026-10-16
Beese Fulmer Investment Management, Inc.
DECREASED
Shares1,885 from 2,143
Change-258 (-12%)
Value$692.0K (-$198.5K)
Filed 2026-10-23
Burns Matteson Capital Management, LLC
DECREASED
Shares1,885 from 2,070
Change-185 (-9%)
Value$691.8K (-$168.5K)
Filed 2026-10-16
North Star Investment Management Corp.
DECREASED
Shares1,885 from 1,886
Change-1 (0%)
Value$691.9K (-$91.9K)
Filed 2026-10-27
Ifrah Financial Services, Inc.
DECREASED
Shares1,882 from 1,931
Change-49 (-3%)
Value$690.8K (-$112.0K)
Filed 2026-10-13
Nabity-Jensen Investment Management Inc
INCREASED
Shares1,869 from 1,752
Change+117 (+7%)
Value$686.1K (-$42.1K)
Filed 2026-10-23
Amplius Wealth Advisors, LLC
INCREASED
Shares1,868 from 1,632
Change+236 (+14%)
Value$685.8K (+$7.4K)
Filed 2026-10-20
Prudent Man Advisors, LLC
DECREASED
Shares1,866 from 1,928
Change-62 (-3%)
Value$685.0K (-$116.4K)
Filed 2026-11-03
Kellett Wealth Advisors, LLC
INCREASED
Shares1,861 from 1,822
Change+39 (+2%)
Value$683.2K (-$74.1K)
Filed 2026-10-15
Quadcap Wealth Management, LLC
DECREASED
Shares1,857 from 2,327
Change-470 (-20%)
Value$681.9K (-$285.5K)
Filed 2026-11-02
First Interstate Bank
DECREASED
Shares1,857 from 1,932
Change-75 (-4%)
Value$681.7K (-$121.3K)
Filed 2026-10-23
Park National Corp
INCREASED
Shares1,852 from 1,676
Change+176 (+11%)
Value$679.8K (-$16.8K)
Filed 2026-10-05
Delta Investment Management, LLC
INCREASED
Shares1,850 from 1,432
Change+418 (+29%)
Value$679.3K (+$84.3K)
Filed 2026-11-09
Steph & Co
INCREASED
Shares1,846 from 1,612
Change+234 (+15%)
Value$677.6K (+$7.6K)
Filed 2026-10-07
Abacus Planning Group, Inc.
DECREASED
Shares1,846 from 1,946
Change-100 (-5%)
Value$677.5K (-$131.3K)
Filed 2026-11-02
Odyssey Capital Advisors, Inc.
DECREASED
Shares1,841 from 1,891
Change-50 (-3%)
Value$675.7K (-$110.2K)
Filed 2026-10-26
Heritage Family Offices, LLP
DECREASED
Shares1,835 from 2,797
Change-962 (-34%)
Value$673.5K (-$488.9K)
Filed 2026-11-02
Foundation Wealth Management, Llc\pa
INCREASED
Shares1,835 from 1,820
Change+15 (+1%)
Value$673.6K (-$82.9K)
Filed 2026-10-14
IPG Investment Advisors LLC
DECREASED
Shares1,833 from 1,887
Change-54 (-3%)
Value$672.9K (-$111.4K)
Filed 2026-10-30
Cushing Capital Partners, LLC
INCREASED
Shares1,831 from 1,557
Change+274 (+18%)
Value$672.2K (+$25.0K)
Filed 2026-10-20
Lauer Wealth, LLC
DECREASED
Shares1,827 from 1,927
Change-100 (-5%)
Value$677.7K (-$141.6K)
Filed 2026-10-13
Agate Pass Investment Management, LLC
INCREASED
Shares1,824 from 1,756
Change+68 (+4%)
Value$669.6K (-$60.3K)
Filed 2026-10-20
Northern Financial Advisors Inc
INCREASED
Shares1,810 from 1,737
Change+73 (+4%)
Value$664.4K (-$57.6K)
Filed 2026-10-29
Weinberger Asset Management, Inc
INCREASED
Shares1,810 from 1,791
Change+19 (+1%)
Value$664.3K (-$77.7K)
Filed 2026-10-28
Gibbs Wealth Management
INCREASED
Shares1,806 from 1,285
Change+521 (+41%)
Value$662.9K (+$129.0K)
Filed 2026-10-22
Woodward Diversified Capital, LLC
INCREASED
Shares1,805 from 1,802
Change+3 (+0%)
Value$662.4K (-$86.8K)
Filed 2026-10-21
JSF Financial, LLC
DECREASED
Shares1,800 from 1,855
Change-55 (-3%)
Value$660.6K (-$110.4K)
Filed 2026-10-22
Tompkins Financial Corp
UNCHANGED
Shares1,793 from 1,793
Change0 (0%)
Value$658.2K (-$87.1K)
Filed 2026-10-05
Freedom Financial Partners LLC
UNCHANGED
Shares1,790 from 1,790
Change0 (0%)
Value$657.1K (-$86.9K)
Filed 2026-10-19
Syverson Strege & Co
DECREASED
Shares1,786 from 1,896
Change-110 (-6%)
Value$655.6K (-$132.5K)
Filed 2026-11-02
Tortuga Wealth Management, Inc
DECREASED
Shares1,777 from 1,891
Change-114 (-6%)
Value$652.9K (-$133.5K)
Filed 2026-10-27
Bill Few Associates, Inc.
INCREASED
Shares1,771 from 795
Change+976 (+123%)
Value$650.2K (+$319.9K)
Filed 2026-10-09
Central Valley Advisors, LLC
DECREASED
Shares1,770 from 1,781
Change-11 (-1%)
Value$649.3K (-$90.6K)
Filed 2026-10-27
Riversedge Advisors, LLC
INCREASED
Shares1,769 from 1,746
Change+23 (+1%)
Value$649.2K (-$76.3K)
Filed 2026-10-09
MV Capital Management, Inc.
DECREASED
Shares1,766 from 1,778
Change-12 (-1%)
Value$648.3K (-$90.7K)
Filed 2026-10-29
CLG LLC
INCREASED
Shares1,766 from 1,765
Change+1 (+0%)
Value$648.1K (-$85.6K)
Filed 2026-10-13
Verity & Verity, LLC
DECREASED
Shares1,764 from 2,558
Change-794 (-31%)
Value$647.5K (-$415.7K)
Filed 2026-10-23
BIP Wealth, LLC
INCREASED
Shares1,761 from 1,747
Change+14 (+1%)
Value$646.3K (-$79.7K)
Filed 2026-10-22
High Net Worth Advisory Group LLC
INCREASED
Shares1,757 from 1,751
Change+6 (+0%)
Value$645.2K (-$82.8K)
Filed 2026-10-26
Weaver Consulting Group
INCREASED
Shares1,744 from 1,693
Change+51 (+3%)
Value$640.0K (-$63.5K)
Filed 2026-10-07
Summit Wealth Group, LLC
INCREASED
Shares1,744 from 1,740
Change+4 (+0%)
Value$640.2K (-$83.0K)
Filed 2026-11-09
BayBridge Capital Group, LLC
INCREASED
Shares1,739 from 1,134
Change+605 (+53%)
Value$638.5K (+$167.2K)
Filed 2026-10-13
Valtinson Bruner Financial Planning LLC
INCREASED
Shares1,739 from 1,738
Change+1 (+0%)
Value$638.3K (-$84.0K)
Filed 2026-11-02
Summit Investment Advisors, Inc.\KS
INCREASED
Shares1,736 from 1,732
Change+4 (+0%)
Value$637.2K (-$82.5K)
Filed 2026-11-05
Narus Financial Partners, LLC
DECREASED
Shares1,733 from 1,897
Change-164 (-9%)
Value$636.3K (-$152.3K)
Filed 2026-10-19
Drive Wealth Management, LLC
DECREASED
Shares1,728 from 2,268
Change-540 (-24%)
Value$634.3K (-$308.3K)
Filed 2026-11-09
Cromwell Holdings LLC
DECREASED
Shares1,725 from 2,674
Change-949 (-35%)
Value$633.2K (-$478.2K)
Filed 2026-10-28
May Hill Capital, LLC
DECREASED
Shares1,725 from 1,753
Change-28 (-2%)
Value$633.2K (-$95.4K)
Filed 2026-11-03
Lynx Investment Advisory
INCREASED
Shares1,722 from 1,385
Change+337 (+24%)
Value$632.2K (+$56.4K)
Filed 2026-10-27
Trust Co of the South
DECREASED
Shares1,717 from 1,767
Change-50 (-3%)
Value$630.3K (-$104.1K)
Filed 2026-10-21
PKS Advisory Services, LLC
UNCHANGED
Shares1,709 from 1,709
Change0 (0%)
Value$710.4K ($0)
Filed 2026-10-26
Cornell Pochily Investment Advisors, Inc.
INCREASED
Shares1,700 from 1,682
Change+18 (+1%)
Value$624.1K (-$75.2K)
Filed 2026-10-19
MAD River Investors
UNCHANGED
Shares1,700 from 1,700
Change0 (0%)
Value$624.0K (-$82.5K)
Filed 2026-10-27
Beacon Investment Advisory Services, Inc.
DECREASED
Shares1,693 from 1,741
Change-48 (-3%)
Value$621.5K (-$102.1K)
Filed 2026-10-13
Portside Wealth Group, LLC
INCREASED
Shares1,692 from 1,566
Change+126 (+8%)
Value$621.3K (-$29.8K)
Filed 2026-10-20
Werba Rubin Papier Wealth Management
INCREASED
Shares1,691 from 1,585
Change+106 (+7%)
Value$620.8K (-$38.0K)
Filed 2026-11-06
Canandaigua National Bank & Trust Co
DECREASED
Shares1,690 from 1,695
Change-5 (0%)
Value$620.4K (-$84.1K)
Filed 2026-10-07
White Lighthouse Investment Management Inc.
UNCHANGED
Shares1,686 from 1,686
Change0 (0%)
Value$619.0K (-$81.9K)
Filed 2026-10-21
Brady Family Wealth, LLC
DECREASED
Shares1,682 from 1,697
Change-15 (-1%)
Value$617.4K (-$87.9K)
Filed 2026-11-02
Falcon Wealth Planning
INCREASED
Shares1,679 from 1,587
Change+92 (+6%)
Value$616.3K (-$43.3K)
Filed 2026-11-06
Morey & Quinn Wealth Partners, LLC
DECREASED
Shares1,678 from 1,728
Change-50 (-3%)
Value$616.1K (-$102.3K)
Filed 2026-10-28
Eads & Heald Wealth Management
INCREASED
Shares1,675 from 1,669
Change+6 (+0%)
Value$614.9K (-$78.8K)
Filed 2026-10-29
Regent Peak Wealth Advisors LLC
INCREASED
Shares1,674 from 1,620
Change+54 (+3%)
Value$614.6K (-$58.8K)
Filed 2026-10-13
Thrive Wealth Management, LLC
INCREASED
Shares1,674 from 1,636
Change+38 (+2%)
Value$614.6K (-$65.2K)
Filed 2026-10-13
Strategy Asset Managers LLC
INCREASED
Shares1,672 from 1,240
Change+432 (+35%)
Value$613.6K (+$98.3K)
Filed 2026-10-14
SmartHarvest Portfolios, LLC
DECREASED
Shares1,659 from 1,793
Change-134 (-7%)
Value$609.0K (-$136.2K)
Filed 2026-10-26
Future Financial Wealth Managment LLC
INCREASED
Shares1,655 from 1,647
Change+8 (+0%)
Value$607.4K (-$90.2K)
Filed 2026-10-15
Navigation Group, LLC
INCREASED
Shares1,652 from 1,553
Change+99 (+6%)
Value$606.4K (-$38.9K)
Filed 2026-10-28
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares1,645 from 1,170
Change+475 (+41%)
Value$604.1K (+$117.8K)
Filed 2026-10-14
Opus Capital Group, LLC
INCREASED
Shares1,645 from 1,603
Change+42 (+3%)
Value$604 (-$665.4K)
Filed 2026-10-30
Financial Planning Navigators Corp
DECREASED
Shares1,641 from 2,156
Change-515 (-24%)
Value$602.2K (-$293.9K)
Filed 2026-10-14
Enterprise Financial Services Corp
DECREASED
Shares1,637 from 1,657
Change-20 (-1%)
Value$600.9K (-$87.8K)
Filed 2026-11-03
Droms Strauss Advisors Inc
UNCHANGED
Shares1,637 from 1,637
Change0 (0%)
Value$600.9K (-$79.5K)
Filed 2026-11-03
LMG Wealth Partners, LLC
INCREASED
Shares1,630 from 1,622
Change+8 (+0%)
Value$598.5K (-$75.6K)
Filed 2026-11-05
Verus Capital Partners, LLC
INCREASED
Shares1,629 from 1,489
Change+140 (+9%)
Value$597.8K (-$21.2K)
Filed 2026-11-03
Sapient Capital LLC
DECREASED
Shares1,629 from 1,704
Change-75 (-4%)
Value$598.0K (-$110.3K)
Filed 2026-10-08
Paulson Wealth Management Inc.
DECREASED
Shares1,627 from 1,656
Change-29 (-2%)
Value$597.2K (-$91.0K)
Filed 2026-11-02
Lighthouse Financial LLC
INCREASED
Shares1,621 from 1,441
Change+180 (+12%)
Value$595.0K (-$3.9K)
Filed 2026-10-23
Capital CS Group, LLC
NEW
Shares1,613
Change+1,613
Value$592.1K
Filed 2026-10-29
Tred Avon Family Wealth, LLC
DECREASED
Shares1,606 from 1,612
Change-6 (0%)
Value$589.5K (-$80.5K)
Filed 2026-10-20
Ridgewood Investments LLC
DECREASED
Shares1,604 from 2,799
Change-1,195 (-43%)
Value$588.8K (-$574.6K)
Filed 2026-10-05
Wellington Grp LLC
DECREASED
Shares1,604 from 2,586
Change-982 (-38%)
Value$588.8K (-$486.0K)
Filed 2026-11-06
Fairscale Capital, LLC
INCREASED
Shares1,599 from 1,584
Change+15 (+1%)
Value$650.8K (-$7.6K)
Filed 2026-11-04
Verum Partners LLC
DECREASED
Shares1,596 from 1,738
Change-142 (-8%)
Value$585.8K (-$136.5K)
Filed 2026-10-21
Cambridge Advisors Inc.
DECREASED
Shares1,594 from 1,655
Change-61 (-4%)
Value$585.1K (-$102.7K)
Filed 2026-10-19
Clear Wave Wealth Management LLC
INCREASED
Shares1,592 from 1,530
Change+62 (+4%)
Value$584.4K (-$51.5K)
Filed 2026-11-04
Reflection Asset Management
INCREASED
Shares1,590 from 1,585
Change+5 (+0%)
Value$583.7K (-$75.1K)
Filed 2026-10-28
Apollon Financial, LLC
INCREASED
Shares1,584 from 1,570
Change+14 (+1%)
Value$581.5K (-$70.9K)
Filed 2026-10-23
Chesapeake Wealth Management
DECREASED
Shares1,580 from 1,652
Change-72 (-4%)
Value$580.0K (-$106.6K)
Filed 2026-11-09
Total Clarity Wealth Management, Inc.
INCREASED
Shares1,574 from 1,312
Change+262 (+20%)
Value$577.6K (+$32.2K)
Filed 2026-10-26
Next Level Private LLC
INCREASED
Shares1,572 from 1,504
Change+68 (+5%)
Value$577.2K (-$48.1K)
Filed 2026-10-20
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
UNCHANGED
Shares1,571 from 1,571
Change0 (0%)
Value$576.7K (-$76.3K)
Filed 2026-10-27
TFR Capital, Llc.
DECREASED
Shares1,557 from 1,754
Change-197 (-11%)
Value$571.5K (-$157.5K)
Filed 2026-11-09
Ullmann Wealth Partners Group, LLC
INCREASED
Shares1,556 from 1,547
Change+9 (+1%)
Value$571.2K (-$71.8K)
Filed 2026-11-02
Focused Alpha, LLC
NEW
Shares1,555
Change+1,555
Value$570.8K
Filed 2026-10-20
Enclave Advisors LLC
DECREASED
Shares1,550 from 1,805
Change-255 (-14%)
Value$568.8K (-$181.2K)
Filed 2026-10-14
Sage Private Wealth Group, LLC
NEW
Shares1,548
Change+1,548
Value$568.2K
Filed 2026-10-21
Leo Wealth, LLC
NEW
Shares1,536
Change+1,536
Value$563.9K
Filed 2026-10-26
Third View Private Wealth, LLC
INCREASED
Shares1,535 from 1,288
Change+247 (+19%)
Value$563.6K (+$28.1K)
Filed 2026-10-30
Investment Research Partners LLC
DECREASED
Shares1,529 from 1,631
Change-102 (-6%)
Value$561.4K (-$116.6K)
Filed 2026-10-19
Malaga Cove Capital, LLC
INCREASED
Shares1,529 from 1,478
Change+51 (+3%)
Value$561.3K (-$53.0K)
Filed 2026-10-23
SeaCrest Wealth Management, LLC
DECREASED
Shares1,520 from 1,619
Change-99 (-6%)
Value$558.1K (-$114.9K)
Filed 2026-10-21
Dickmeyer Boyce Financial Management, Inc.
DECREASED
Shares1,519 from 1,548
Change-29 (-2%)
Value$557.6K (-$85.7K)
Filed 2026-10-08
Sterling Investment Advisors, Ltd.
INCREASED
Shares1,514 from 1,513
Change+1 (+0%)
Value$555.7K (-$73.2K)
Filed 2026-10-27
Jacobsen Capital Management
DECREASED
Shares1,508 from 1,516
Change-8 (-1%)
Value$553.6K (-$76.5K)
Filed 2026-10-27
SGL Investment Advisors, Inc.
INCREASED
Shares1,504 from 1,482
Change+22 (+1%)
Value$592.8K (-$13.0K)
Filed 2026-11-09
Means Investment Co., Inc.
DECREASED
Shares1,499 from 1,530
Change-31 (-2%)
Value$550.3K (-$85.8K)
Filed 2026-11-03
Corundum Trust Company, Inc
UNCHANGED
Shares1,499 from 1,499
Change0 (0%)
Value$550.3K (-$72.8K)
Filed 2026-10-29
Worth Asset Management, LLC
DECREASED
Shares1,496 from 1,525
Change-29 (-2%)
Value$549.2K (-$84.7K)
Filed 2026-10-07
Y-Intercept (Hong Kong) Ltd
DECREASED
Shares1,491 from 35,009
Change-33,518 (-96%)
Value$547.3K (-$14.0M)
Filed 2026-10-16
Rational Advisors, Inc.
DECREASED
Shares1,491 from 2,155
Change-664 (-31%)
Value$547.3K (-$348.4K)
Filed 2026-11-02
Brucke Financial, Inc.
INCREASED
Shares1,490 from 1,379
Change+111 (+8%)
Value$547.0K (-$26.2K)
Filed 2026-10-23
Washington Trust Co
DECREASED
Shares1,485 from 1,623
Change-138 (-8%)
Value$545.2K (-$129.3K)
Filed 2026-10-22
Paladin Advisory Group, LLC
UNCHANGED
Shares1,484 from 1,484
Change0 (0%)
Value$544.7K (-$72.0K)
Filed 2026-11-09
Great Lakes Retirement, Inc.
NEW
Shares1,471
Change+1,471
Value$540.1K
Filed 2026-10-26
Phillip James Consulting Co.
INCREASED
Shares1,463 from 1,373
Change+90 (+7%)
Value$537.1K (-$33.3K)
Filed 2026-11-03
Fell Capital Management
UNCHANGED
Shares1,458 from 1,458
Change0 (0%)
Value$535.2K (-$70.8K)
Filed 2026-10-09
Traynor Capital Management, Inc.
DECREASED
Shares1,457 from 1,485
Change-28 (-2%)
Value$534.7K (-$82.6K)
Filed 2026-10-29
Midwest Financial Partners Investments, Inc.
DECREASED
Shares1,452 from 1,453
Change-1 (0%)
Value$533.0K (-$70.9K)
Filed 2026-10-08
Quadrant Private Wealth Management, LLC
DECREASED
Shares1,450 from 1,594
Change-144 (-9%)
Value$532.4K (-$130.1K)
Filed 2026-11-04
Rosenberg Matthew Hamilton
INCREASED
Shares1,446 from 1,374
Change+72 (+5%)
Value$530.8K (-$40.3K)
Filed 2026-10-05
First Affirmative Financial Network
NEW
Shares1,445
Change+1,445
Value$530.4K
Filed 2026-10-21
Apeiron RIA LLC
INCREASED
Shares1,444 from 1,148
Change+296 (+26%)
Value$527.3K (+$50.2K)
Filed 2026-10-08
Saxon Interests, Inc.
DECREASED
Shares1,438 from 1,728
Change-290 (-17%)
Value$527.8K (-$190.3K)
Filed 2026-10-26
Gratus Wealth Advisors, LLC
DECREASED
Shares1,438 from 1,479
Change-41 (-3%)
Value$527.9K (-$86.9K)
Filed 2026-10-26
Hamilton Point Investment Advisors, LLC
DECREASED
Shares1,437 from 1,457
Change-20 (-1%)
Value$527.5K (-$78.1K)
Filed 2026-11-03
Intrua Financial, LLC
DECREASED
Shares1,430 from 1,813
Change-383 (-21%)
Value$525.0K (-$228.4K)
Filed 2026-10-28
Lantz Financial LLC
DECREASED
Shares1,429 from 1,431
Change-2 (0%)
Value$524.5K (-$70.4K)
Filed 2026-10-15
J. Derek Lewis & Associates Inc.
INCREASED
Shares1,425 from 1,422
Change+3 (+0%)
Value$523.1K (-$67.8K)
Filed 2026-11-03
GenTrust, LLC
INCREASED
Shares1,422 from 1,246
Change+176 (+14%)
Value$522.0K (+$4.1K)
Filed 2026-11-06
Lodestar Private Asset Management LLC
NEW
Shares1,421
Change+1,421
Value$521.4K
Filed 2026-10-26
Moran Wealth Management, LLC
DECREASED
Shares1,421 from 1,446
Change-25 (-2%)
Value$521.6K (-$79.4K)
Filed 2026-10-22
Provident Investment Management, Inc.
INCREASED
Shares1,420 from 1,371
Change+49 (+4%)
Value$521.3K (-$48.6K)
Filed 2026-10-23
Abacus Wealth Partners, LLC
DECREASED
Shares1,419 from 1,502
Change-83 (-6%)
Value$520.9K (-$103.4K)
Filed 2026-11-03
Buska Wealth Management, LLC
DECREASED
Shares1,412 from 1,478
Change-66 (-4%)
Value$518.3K (-$96.0K)
Filed 2026-10-08
McElhenny Sheffield Capital Management, LLC
INCREASED
Shares1,407 from 1,392
Change+15 (+1%)
Value$516.5K (-$62.1K)
Filed 2026-11-06
Discipline Wealth Solutions, LLC
UNCHANGED
Shares1,405 from 1,405
Change0 (0%)
Value$515.7K (-$68.2K)
Filed 2026-10-14
General Partner, Inc.
UNCHANGED
Shares1,396 from 1,396
Change0 (0%)
Value$512.4K (-$67.8K)
Filed 2026-10-05
Clearwave Capital, LLC
DECREASED
Shares1,394 from 1,648
Change-254 (-15%)
Value$511.6K (-$173.4K)
Filed 2026-10-27
Englebert Financial Advisers, LLC
DECREASED
Shares1,394 from 1,564
Change-170 (-11%)
Value$511.8K (-$138.2K)
Filed 2026-10-20
Cahaba Wealth Management, Inc.
INCREASED
Shares1,393 from 1,333
Change+60 (+5%)
Value$511.3K (-$42.7K)
Filed 2026-10-26
Mindset Wealth Management, LLC
INCREASED
Shares1,393 from 1,388
Change+5 (+0%)
Value$511.5K (-$65.5K)
Filed 2026-10-19
First Merchants Corp
INCREASED
Shares1,390 from 1,342
Change+48 (+4%)
Value$510.2K (-$47.5K)
Filed 2026-10-15
First City Capital Management, Inc.
DECREASED
Shares1,389 from 1,393
Change-4 (0%)
Value$509.9K (-$69.1K)
Filed 2026-10-27
First National Bank Sioux Falls
UNCHANGED
Shares1,387 from 1,387
Change0 (0%)
Value$509.1K (+$70.3K)
Filed 2026-10-13
Wealth Group Ltd
UNCHANGED
Shares1,387 from 1,387
Change0 (0%)
Value$515.8K (-$60.7K)
Filed 2026-10-07
Wealth Management Partners, LLC
DECREASED
Shares1,382 from 1,782
Change-400 (-22%)
Value$508.4K (-$232.8K)
Filed 2026-10-21
Summit Financial Strategies, Inc.
DECREASED
Shares1,378 from 1,406
Change-28 (-2%)
Value$505.8K (-$78.5K)
Filed 2026-10-14
W.H. Cornerstone Investments Inc.
DECREASED
Shares1,374 from 1,575
Change-201 (-13%)
Value$504.4K (-$150.5K)
Filed 2026-11-03
Olistico Wealth, LLC
UNCHANGED
Shares1,369 from 1,369
Change0 (0%)
Value$502.5K (-$66.5K)
Filed 2026-10-05
Gould Asset Management LLC
UNCHANGED
Shares1,367 from 1,367
Change0 (0%)
Value$501.8K (-$66.4K)
Filed 2026-11-06
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares1,366 from 943
Change+423 (+45%)
Value$501.7K (+$109.7K)
Filed 2026-10-29
BCS Wealth Management
INCREASED
Shares1,364 from 1,342
Change+22 (+2%)
Value$500.7K (-$57.1K)
Filed 2026-11-03
Valley National Advisers Inc
DECREASED
Shares1,361 from 7,236
Change-5,875 (-81%)
Value$499.5K (-$2.5M)
Filed 2026-10-23
Proathlete Wealth Management LLC
INCREASED
Shares1,359 from 1,166
Change+193 (+17%)
Value$499.3K (+$14.0K)
Filed 2026-10-15
LeConte Wealth Management, LLC
INCREASED
Shares1,357 from 1,123
Change+234 (+21%)
Value$497.9K (+$31.0K)
Filed 2026-10-20
Winthrop Advisory Group LLC
DECREASED
Shares1,356 from 1,507
Change-151 (-10%)
Value$497.9K (-$128.6K)
Filed 2026-10-22
Birinyi Associates Inc
UNCHANGED
Shares1,350 from 1,350
Change0 (0%)
Value$496 (-$560.5K)
Filed 2026-10-28
Wealth Science Advisors LLC
DECREASED
Shares1,349 from 1,957
Change-608 (-31%)
Value$495.2K (-$318.2K)
Filed 2026-10-09
Clarus Wealth Advisors
INCREASED
Shares1,349 from 1,310
Change+39 (+3%)
Value$511.6K (-$45.9K)
Filed 2026-10-13
Alpha Financial Advisors, LLC
DECREASED
Shares1,344 from 1,418
Change-74 (-5%)
Value$493.4K (-$96.0K)
Filed 2026-11-09
McGlone Suttner Wealth Management, Inc.
INCREASED
Shares1,338 from 1,297
Change+41 (+3%)
Value$491.0K (-$48.0K)
Filed 2026-10-13
New Covenant Trust Company, N.A.
INCREASED
Shares1,335 from 1,176
Change+159 (+14%)
Value$490.1K (+$1.3K)
Filed 2026-10-08
Stonekeep Investments, LLC
INCREASED
Shares1,334 from 1,307
Change+27 (+2%)
Value$489.7K (+$489.2K)
Filed 2026-10-15
Stiles Financial Services Inc
INCREASED
Shares1,332 from 1,331
Change+1 (+0%)
Value$489.1K (-$64.2K)
Filed 2026-10-30
Legacy Advisors, LLC
DECREASED
Shares1,328 from 1,384
Change-56 (-4%)
Value$487.4K (-$87.9K)
Filed 2026-10-19
Forum Financial Management, LP
INCREASED
Shares1,328 from 1,323
Change+5 (+0%)
Value$487.5K (-$62.3K)
Filed 2026-10-16
First Financial Corp
DECREASED
Shares1,327 from 1,338
Change-11 (-1%)
Value$487.1K (-$69.0K)
Filed 2026-10-13
Prairiewood Capital, LLC
DECREASED
Shares1,326 from 1,337
Change-11 (-1%)
Value$486.9K (-$68.7K)
Filed 2026-10-16
Rose Capital Advisors LLC
INCREASED
Shares1,325 from 757
Change+568 (+75%)
Value$487.0K (+$172.5K)
Filed 2026-11-04
Tannin Capital LLC
INCREASED
Shares1,319 from 1,109
Change+210 (+19%)
Value$484.2K (+$23.2K)
Filed 2026-11-05
Center for Financial Planning, Inc.
INCREASED
Shares1,318 from 607
Change+711 (+117%)
Value$484.1K (+$231.9K)
Filed 2026-10-26
Mcdonald Partners LLC
DECREASED
Shares1,318 from 1,548
Change-230 (-15%)
Value$483.8K (-$159.6K)
Filed 2026-11-03
Silver OAK Securities, Incorporated
DECREASED
Shares1,316 from 1,438
Change-122 (-8%)
Value$518.6K (-$78.9K)
Filed 2026-11-09
Northside Capital Management, LLC
UNCHANGED
Shares1,313 from 1,313
Change0 (0%)
Value$482.0K (-$63.7K)
Filed 2026-10-13
Womack Financial LLC
UNCHANGED
Shares1,310 from 1,310
Change0 (0%)
Value$480.9K (-$63.6K)
Filed 2026-10-14
DT Investment Partners, LLC
UNCHANGED
Shares1,310 from 1,310
Change0 (0%)
Value$480.9K (-$63.6K)
Filed 2026-10-27
Seamount Financial Group Inc
INCREASED
Shares1,309 from 1,264
Change+45 (+4%)
Value$480.6K (-$44.9K)
Filed 2026-10-21
Spartan Planning & Wealth Management
DECREASED
Shares1,307 from 1,676
Change-369 (-22%)
Value$479.6K (-$217.1K)
Filed 2026-10-13
SBE LLC DBA Cedar Cove Wealth Partners
INCREASED
Shares1,306 from 1,275
Change+31 (+2%)
Value$479.6K (-$50.4K)
Filed 2026-10-15
Capstone Capital Management Ltd
NEW
Shares1,304
Change+1,304
Value$478.7K
Filed 2026-10-21
Tempus Wealth Planning, LLC
DECREASED
Shares1,302 from 1,580
Change-278 (-18%)
Value$477.9K (-$178.6K)
Filed 2026-10-14
Buttonwood Financial Advisors Inc.
DECREASED
Shares1,300 from 1,365
Change-65 (-5%)
Value$477.2K (-$90.2K)
Filed 2026-10-13
Brown, Lisle Ings, Inc.
DECREASED
Shares1,300 from 1,310
Change-10 (-1%)
Value$477.2K (-$67.3K)
Filed 2026-10-16
Nixon Peabody Trust Co
INCREASED
Shares1,299 from 890
Change+409 (+46%)
Value$476.8K (+$106.9K)
Filed 2026-10-23
BridgePort Financial Solutions, LLC
INCREASED
Shares1,299 from 1,295
Change+4 (+0%)
Value$476.9K (-$61.4K)
Filed 2026-11-02
Invera Wealth Advisors, LLC
INCREASED
Shares1,298 from 1,286
Change+12 (+1%)
Value$476.5K (-$58.0K)
Filed 2026-10-28
Virtue Capital Management, LLC
INCREASED
Shares1,289 from 1,064
Change+225 (+21%)
Value$473.2K (+$31.0K)
Filed 2026-10-29
D.B. Root & Company, LLC
INCREASED
Shares1,288 from 1,280
Change+8 (+1%)
Value$472.8K (-$59.2K)
Filed 2026-11-04
True North Advisors, LLC
DECREASED
Shares1,282 from 1,500
Change-218 (-15%)
Value$470.7K (-$152.9K)
Filed 2026-10-22
JGP Global Gestao de Recursos Ltda.
INCREASED
Shares1,279 from 1,243
Change+36 (+3%)
Value$469.5K (-$47.1K)
Filed 2026-10-16
Winch Advisory Services, LLC
DECREASED
Shares1,278 from 1,345
Change-67 (-5%)
Value$469.1K (-$90.0K)
Filed 2026-11-06
Allen Capital Group, LLC
INCREASED
Shares1,276 from 1,182
Change+94 (+8%)
Value$468.4K (-$22.9K)
Filed 2026-10-27
Zega Investments, LLC
DECREASED
Shares1,275 from 12,243
Change-10,968 (-90%)
Value$468.0K (-$4.6M)
Filed 2026-11-04
Integrity Advisory Solutions, LLC
INCREASED
Shares1,274 from 1,139
Change+135 (+12%)
Value$467.8K (-$5.8K)
Filed 2026-10-29
Lifestyle Asset Management, Inc.
INCREASED
Shares1,269 from 846
Change+423 (+50%)
Value$465.9K (+$114.3K)
Filed 2026-10-20
My Personal CFO, LLC
INCREASED
Shares1,269 from 1,223
Change+46 (+4%)
Value$465.8K (-$42.5K)
Filed 2026-10-14
Arcataur Capital Management LLC
DECREASED
Shares1,268 from 1,278
Change-10 (-1%)
Value$465.5K (-$65.7K)
Filed 2026-10-21
Cane Capital Partners, LLC
DECREASED
Shares1,266 from 2,247
Change-981 (-44%)
Value$464.7K (-$469.2K)
Filed 2026-10-23
Krane Funds Advisors LLC
INCREASED
Shares1,262 from 1,105
Change+157 (+14%)
Value$463.3K (+$4.0K)
Filed 2026-11-09
Diligent Investors, LLC
DECREASED
Shares1,259 from 1,709
Change-450 (-26%)
Value$462.3K (-$247.9K)
Filed 2026-10-21
MQS Management LLC
NEW
Shares1,258
Change+1,258
Value$461.8K
Filed 2026-11-06
Rossby Financial, LCC
INCREASED
Shares1,257 from 868
Change+389 (+45%)
Value$461.5K (+$100.8K)
Filed 2026-11-05
Asset One Wealth Management LLC
DECREASED
Shares1,252 from 1,453
Change-201 (-14%)
Value$459.4K (-$148.6K)
Filed 2026-11-02
Cerro Pacific Wealth Advisors LLC
DECREASED
Shares1,251 from 1,490
Change-239 (-16%)
Value$459.3K (-$159.8K)
Filed 2026-10-22
Signature Equity Partners, LLC
DECREASED
Shares1,250 from 1,357
Change-107 (-8%)
Value$458.9K (-$105.0K)
Filed 2026-10-29
Quantum Financial Advisors, LLC
INCREASED
Shares1,244 from 1,138
Change+106 (+9%)
Value$456.8K (-$16.4K)
Filed 2026-11-03
ODonnell Financial Services, LLC
UNCHANGED
Shares1,239 from 1,239
Change0 (0%)
Value$454.8K (-$60.2K)
Filed 2026-11-09
Ddfg, Inc
UNCHANGED
Shares1,238 from 1,238
Change0 (0%)
Value$454.5K (-$60.1K)
Filed 2026-10-15
Keyes, Stange & Wooten Wealth Management, LLC
INCREASED
Shares1,237 from 991
Change+246 (+25%)
Value$454.1K (+$42.2K)
Filed 2026-11-03
Bfsg, LLC
DECREASED
Shares1,234 from 1,277
Change-43 (-3%)
Value$453.0K (-$77.8K)
Filed 2026-10-30
Centerpoint Advisors, LLC
DECREASED
Shares1,234 from 1,247
Change-13 (-1%)
Value$453 (-$517.5K)
Filed 2026-11-05
AGH Wealth Advisors, LLC
DECREASED
Shares1,232 from 1,382
Change-150 (-11%)
Value$452.2K (-$122.2K)
Filed 2026-10-26
Heck Capital Advisors, LLC
DECREASED
Shares1,231 from 1,245
Change-14 (-1%)
Value$451.9K (-$65.4K)
Filed 2026-10-14
Pines Wealth Management, LLC
DECREASED
Shares1,226 from 1,295
Change-69 (-5%)
Value$450.0K (-$88.2K)
Filed 2026-10-21
Pinion Investment Advisors, LLC
DECREASED
Shares1,224 from 1,268
Change-44 (-3%)
Value$449.4K (-$77.5K)
Filed 2026-11-04
Penobscot Wealth Management
DECREASED
Shares1,222 from 1,256
Change-34 (-3%)
Value$448.6K (-$73.3K)
Filed 2026-10-21
AXS Investments LLC
DECREASED
Shares1,220 from 1,672
Change-452 (-27%)
Value$447.8K (-$247.1K)
Filed 2026-11-04
B.O.S.S. Retirement Advisors, LLC
DECREASED
Shares1,218 from 1,378
Change-160 (-12%)
Value$446.9K (-$126.0K)
Filed 2026-10-26
NavPoint Financial, Inc.
UNCHANGED
Shares1,215 from 1,215
Change0 (0%)
Value$445.9K (-$59.0K)
Filed 2026-10-21
Values Added Financial LLC
DECREASED
Shares1,213 from 1,254
Change-41 (-3%)
Value$445.3K (-$75.9K)
Filed 2026-10-28
Goldenstone Wealth Management LLC
INCREASED
Shares1,212 from 1,080
Change+132 (+12%)
Value$445.1K (-$3.8K)
Filed 2026-11-04
Heritage Wealth Management, Inc.
DECREASED
Shares1,210 from 1,216
Change-6 (0%)
Value$444.2K (-$61.2K)
Filed 2026-10-28
Laurel OAK Wealth Management, LLC
DECREASED
Shares1,208 from 1,476
Change-268 (-18%)
Value$443.4K (-$170.0K)
Filed 2026-10-19
XML Financial, LLC
INCREASED
Shares1,208 from 1,207
Change+1 (+0%)
Value$443.7K (-$57.9K)
Filed 2026-10-29
Beirne Wealth Consulting Services, LLC
INCREASED
Shares1,199 from 1,142
Change+57 (+5%)
Value$440.1K (-$34.5K)
Filed 2026-10-19
IMZ Advisory Inc
INCREASED
Shares1,199 from 1,191
Change+8 (+1%)
Value$440.0K (-$55.2K)
Filed 2026-11-03
Caldwell Sutter Capital, Inc.
DECREASED
Shares1,193 from 1,222
Change-29 (-2%)
Value$437.9K (-$70.0K)
Filed 2026-11-09
Crescent Grove Advisors, LLC
INCREASED
Shares1,192 from 1,190
Change+2 (+0%)
Value$437.5K (-$57.2K)
Filed 2026-10-21
Capital Advisors, Ltd. LLC
INCREASED
Shares1,190 from 1,135
Change+55 (+5%)
Value$437 (-$35)
Filed 2026-10-27
Pinnacle Bancorp, Inc.
DECREASED
Shares1,188 from 1,456
Change-268 (-18%)
Value$436.1K (-$169.1K)
Filed 2026-10-21
Instrumental Wealth, LLC
INCREASED
Shares1,188 from 1,146
Change+42 (+4%)
Value$436.1K (-$40.2K)
Filed 2026-10-20
Wall Street Financial Group, Inc.
INCREASED
Shares1,187 from 1,034
Change+153 (+15%)
Value$435.6K (+$5.9K)
Filed 2026-11-09
Howard Financial Services, Ltd.
INCREASED
Shares1,186 from 946
Change+240 (+25%)
Value$435.3K (+$42.3K)
Filed 2026-10-15
Monograph Wealth Advisors, LLC
INCREASED
Shares1,186 from 1,100
Change+86 (+8%)
Value$435.6K (-$21.4K)
Filed 2026-11-09
Eubel Brady & Suttman Asset Management Inc
UNCHANGED
Shares1,186 from 1,186
Change0 (0%)
Value$435 (-$492.6K)
Filed 2026-11-04
Tactive Advisors, LLC
INCREASED
Shares1,185 from 535
Change+650 (+122%)
Value$435.2K (+$212.8K)
Filed 2026-10-08
SRH Advisors, LLC
DECREASED
Shares1,184 from 1,201
Change-17 (-1%)
Value$434.8K (-$64.5K)
Filed 2026-10-22
Symmetry Partners, LLC
INCREASED
Shares1,183 from 1,041
Change+142 (+14%)
Value$434.3K (+$1.6K)
Filed 2026-10-27
Armbruster Capital Management, Inc.
INCREASED
Shares1,181 from 1,175
Change+6 (+1%)
Value$433.5K (-$54.8K)
Filed 2026-10-19
N.E.W. Advisory Services LLC
INCREASED
Shares1,180 from 1,106
Change+74 (+7%)
Value$433.0K (-$26.8K)
Filed 2026-11-09
King Wealth Management Group
DECREASED
Shares1,176 from 1,202
Change-26 (-2%)
Value$432 (-$502.6K)
Filed 2026-11-09
Asset Advisory Group, Inc.
DECREASED
Shares1,175 from 1,235
Change-60 (-5%)
Value$431.3K (-$82.0K)
Filed 2026-10-20
Detalus Advisors, LLC
DECREASED
Shares1,174 from 1,182
Change-8 (-1%)
Value$431.0K (-$60.1K)
Filed 2026-10-15
Macroview Investment Management LLC
INCREASED
Shares1,170 from 1,151
Change+19 (+2%)
Value$429.7K (-$48.6K)
Filed 2026-10-26
Horizon Financial Services, LLC
DECREASED
Shares1,167 from 1,295
Change-128 (-10%)
Value$428.4K (-$109.8K)
Filed 2026-11-04
Silver Grove Financial Group, Inc.
INCREASED
Shares1,165 from 1,102
Change+63 (+6%)
Value$427.8K (-$30.4K)
Filed 2026-11-05
Washington Capital Management, Inc
DECREASED
Shares1,160 from 1,305
Change-145 (-11%)
Value$425.8K (-$116.6K)
Filed 2026-10-19
Cypress Capital, LLC
DECREASED
Shares1,159 from 1,225
Change-66 (-5%)
Value$425.3K (-$84.0K)
Filed 2026-10-20
Redhawk Wealth Advisors, Inc.
DECREASED
Shares1,155 from 1,210
Change-55 (-5%)
Value$424.0K (-$79.0K)
Filed 2026-10-14
Aspetuck Financial Management LLC
DECREASED
Shares1,153 from 1,199
Change-46 (-4%)
Value$423.2K (-$75.1K)
Filed 2026-11-04
Nova Financial LLC
NEW
Shares1,152
Change+1,152
Value$422.9K
Filed 2026-11-04
Burns J W & Co Inc
DECREASED
Shares1,150 from 1,158
Change-8 (-1%)
Value$422.0K (-$59.3K)
Filed 2026-10-20
Traveka Wealth, LLC
INCREASED
Shares1,149 from 844
Change+305 (+36%)
Value$421.9K (+$71.0K)
Filed 2026-10-19
PW Nova Financial Services LLC
DECREASED
Shares1,148 from 1,291
Change-143 (-11%)
Value$421.2K (-$115.4K)
Filed 2026-10-15
Sound Income Strategies, LLC
DECREASED
Shares1,145 from 1,527
Change-382 (-25%)
Value$424.8K (-$209.7K)
Filed 2026-10-09
Successful Portfolios LLC
INCREASED
Shares1,144 from 1,114
Change+30 (+3%)
Value$432.0K (-$45.4K)
Filed 2026-10-09
BCK Partners, Inc.
UNCHANGED
Shares1,142 from 1,142
Change0 (0%)
Value$419.2K (-$55.4K)
Filed 2026-10-23
Argus Investors' Counsel, Inc.
NEW
Shares1,141
Change+1,141
Value$418.8K
Filed 2026-10-09
Arrow Financial Corp
DECREASED
Shares1,136 from 1,505
Change-369 (-25%)
Value$417.0K (-$208.5K)
Filed 2026-10-26
Aire Advisors, LLC
DECREASED
Shares1,136 from 1,168
Change-32 (-3%)
Value$417.1K (-$68.5K)
Filed 2026-10-22
NewSquare Capital LLC
INCREASED
Shares1,128 from 1,019
Change+109 (+11%)
Value$414.1K (-$9.5K)
Filed 2026-11-06
Navalign, LLC
UNCHANGED
Shares1,122 from 1,122
Change0 (0%)
Value$412.0K (-$54.2K)
Filed 2026-11-09
Duncker Streett & Co Inc
DECREASED
Shares1,120 from 1,143
Change-23 (-2%)
Value$411.1K (-$63.9K)
Filed 2026-10-27
Shah Wealth Advisors, LLC
NEW
Shares1,119
Change+1,119
Value$410.8K
Filed 2026-11-06
Winter & Associates, Inc.
INCREASED
Shares1,111 from 1,037
Change+74 (+7%)
Value$465.8K (+$35.0K)
Filed 2026-10-23
Financial Consulate, Inc
DECREASED
Shares1,111 from 1,135
Change-24 (-2%)
Value$407.8K (-$63.9K)
Filed 2026-10-23
CNB Bank
INCREASED
Shares1,107 from 1,044
Change+63 (+6%)
Value$406.4K (-$27.6K)
Filed 2026-11-09
Dillon & Associates Inc
DECREASED
Shares1,107 from 1,113
Change-6 (-1%)
Value$406 (-$462.6K)
Filed 2026-10-22
Hunter Associates Investment Management LLC
DECREASED
Shares1,104 from 1,169
Change-65 (-6%)
Value$405 (-$485.6K)
Filed 2026-10-26
Sutton Place Investors LLC
DECREASED
Shares1,098 from 1,125
Change-27 (-2%)
Value$403.1K (-$64.5K)
Filed 2026-10-20
Members Wealth LLC
INCREASED
Shares1,098 from 1,085
Change+13 (+1%)
Value$412.9K (-$38.1K)
Filed 2026-10-20
One Degree Advisors Inc
DECREASED
Shares1,097 from 1,715
Change-618 (-36%)
Value$412.8K (+$412.1K)
Filed 2026-11-06
Waldron Private Wealth LLC
DECREASED
Shares1,090 from 1,170
Change-80 (-7%)
Value$400.1K (-$86.2K)
Filed 2026-11-02
TopTier Wealth Management, LLC
DECREASED
Shares1,089 from 1,134
Change-45 (-4%)
Value$399.9K (-$71.6K)
Filed 2026-10-16
Cullen Investment Group, Ltd.
DECREASED
Shares1,088 from 2,726
Change-1,638 (-60%)
Value$411.9K (-$720.9K)
Filed 2026-10-13
Cypress Wealth Services, LLC
INCREASED
Shares1,088 from 1,077
Change+11 (+1%)
Value$409.3K (-$38.4K)
Filed 2026-10-21
Fortress Financial Solutions, LLC
NEW
Shares1,087
Change+1,087
Value$398.9K
Filed 2026-10-14
GW Henssler & Associates LTD
INCREASED
Shares1,085 from 1,069
Change+16 (+2%)
Value$398.3K (-$46.0K)
Filed 2026-10-26
Birch Financial Group, LLC
INCREASED
Shares1,084 from 961
Change+123 (+13%)
Value$397.9K (-$1.8K)
Filed 2026-10-27
SWP Financial LLC
INCREASED
Shares1,077 from 1,068
Change+9 (+1%)
Value$395.3K (-$48.5K)
Filed 2026-10-23
Jeppson Wealth Management, LLC
UNCHANGED
Shares1,075 from 1,075
Change0 (0%)
Value$394.6K (-$52.2K)
Filed 2026-10-20
Creative Financial Designs Inc
DECREASED
Shares1,066 from 1,114
Change-48 (-4%)
Value$391.1K (-$72.0K)
Filed 2026-11-04
Midland Wealth Advisors, LLC
INCREASED
Shares1,063 from 1,034
Change+29 (+3%)
Value$390.2K (-$39.6K)
Filed 2026-10-26
Byrne Asset Management LLC
DECREASED
Shares1,062 from 1,140
Change-78 (-7%)
Value$388.0K (-$85.9K)
Filed 2026-10-06
Cottage Street Advisors LLC
INCREASED
Shares1,059 from 651
Change+408 (+63%)
Value$388.8K (+$118.2K)
Filed 2026-10-19
Quad-Cities Investment Group, LLC
INCREASED
Shares1,056 from 1,050
Change+6 (+1%)
Value$387.7K (-$48.6K)
Filed 2026-10-16
Five Oceans Advisors
DECREASED
Shares1,052 from 1,128
Change-76 (-7%)
Value$386.2K (-$82.7K)
Filed 2026-10-22
Uniting Wealth Partners, LLC
INCREASED
Shares1,051 from 648
Change+403 (+62%)
Value$385.8K (+$116.5K)
Filed 2026-11-06
Mosley Wealth Management
INCREASED
Shares1,050 from 916
Change+134 (+15%)
Value$426.8K (+$46.2K)
Filed 2026-10-16
Groesbeck Investment Management Corp
UNCHANGED
Shares1,050 from 1,050
Change0 (0%)
Value$385 (-$51)
Filed 2026-10-26
Investors Research Corp
DECREASED
Shares1,049 from 1,119
Change-70 (-6%)
Value$385.1K (-$80.0K)
Filed 2026-10-07
North Forty Two & Co.
UNCHANGED
Shares1,049 from 1,049
Change0 (0%)
Value$385.1K (-$50.9K)
Filed 2026-10-19
Net Worth Advisory Group
INCREASED
Shares1,048 from 866
Change+182 (+21%)
Value$382.7K (+$22.8K)
Filed 2026-10-20
Commonwealth Financial Services, LLC
DECREASED
Shares1,042 from 1,263
Change-221 (-17%)
Value$382.4K (-$142.4K)
Filed 2026-10-20
Retirement Guys Formula LLC
INCREASED
Shares1,042 from 937
Change+105 (+11%)
Value$382.4K (-$7.0K)
Filed 2026-10-26
Taylor & Morgan Wealth Management, LLC
DECREASED
Shares1,042 from 1,082
Change-40 (-4%)
Value$382.5K (-$67.2K)
Filed 2026-10-09
Brandywine OAK Private Wealth LLC
UNCHANGED
Shares1,042 from 1,042
Change0 (0%)
Value$382.5K (-$50.6K)
Filed 2026-10-23
Tennessee Valley Asset Management Partners
DECREASED
Shares1,036 from 1,062
Change-26 (-2%)
Value$380.4K (-$61.0K)
Filed 2026-11-03
Grandview Asset Management LLC
DECREASED
Shares1,035 from 2,186
Change-1,151 (-53%)
Value$379.9K (-$528.6K)
Filed 2026-10-19
Owl Creek Wealth Partners LLC
DECREASED
Shares1,035 from 1,071
Change-36 (-3%)
Value$379.9K (-$65.2K)
Filed 2026-10-20
FDx Advisors, Inc.
DECREASED
Shares1,032 from 1,057
Change-25 (-2%)
Value$379 (-$438.6K)
Filed 2026-11-09
Fortress Financial Group, LLC
INCREASED
Shares1,032 from 1,024
Change+8 (+1%)
Value$378.7K (-$47.0K)
Filed 2026-10-21
Baker Tilly Wealth Management, LLC
DECREASED
Shares1,031 from 1,080
Change-49 (-5%)
Value$378.5K (-$70.4K)
Filed 2026-10-05
Walkner Condon Financial Advisors LLC
INCREASED
Shares1,027 from 762
Change+265 (+35%)
Value$377.0K (+$60.3K)
Filed 2026-11-02
Regatta Capital Group, LLC
INCREASED
Shares1,025 from 904
Change+121 (+13%)
Value$376.4K (+$808)
Filed 2026-10-23
Biltmore Family Office, LLC
DECREASED
Shares1,025 from 1,030
Change-5 (0%)
Value$376.3K (-$51.8K)
Filed 2026-11-03
Wealth Forward, LLC
UNCHANGED
Shares1,025 from 1,025
Change0 (0%)
Value$376.3K (-$49.8K)
Filed 2026-10-14
ARQ Wealth Advisors, LLC
DECREASED
Shares1,024 from 1,026
Change-2 (0%)
Value$375.8K (-$66.8K)
Filed 2026-10-29
Nine Masts Capital Ltd
NEW
Shares1,020
Change+1,020
Value$374.4K
Filed 2026-11-09
Fogel Capital Management, Inc.
UNCHANGED
Shares1,020 from 1,020
Change0 (0%)
Value$374.4K (-$49.5K)
Filed 2026-11-04
Advisors Management Group Inc
UNCHANGED
Shares1,018 from 1,018
Change0 (0%)
Value$373 (-$422.6K)
Filed 2026-11-05
Legacy Edge Advisors, LLC
UNCHANGED
Shares1,018 from 1,018
Change0 (0%)
Value$373.7K (-$49.4K)
Filed 2026-11-06
Evanson Financial, LLC
INCREASED
Shares1,017 from 893
Change+124 (+14%)
Value$373.5K (+$2.1K)
Filed 2026-10-23
Blake Schutter Theil Wealth Advisors, LLC
INCREASED
Shares1,014 from 966
Change+48 (+5%)
Value$372.2K (-$29.3K)
Filed 2026-11-02
Northern Capital Management, Inc.
INCREASED
Shares1,012 from 849
Change+163 (+19%)
Value$371.3K (+$18.2K)
Filed 2026-11-05
Veracity Capital LLC
INCREASED
Shares1,012 from 999
Change+13 (+1%)
Value$371.6K (-$43.7K)
Filed 2026-10-08
Arvest Investments, Inc.
INCREASED
Shares1,009 from 797
Change+212 (+27%)
Value$370.4K (+$39.1K)
Filed 2026-10-21
Elser Financial Planning, Inc
INCREASED
Shares1,009 from 1,000
Change+9 (+1%)
Value$370.4K (-$45.2K)
Filed 2026-10-16
RMR Wealth Builders
NEW
Shares1,006
Change+1,006
Value$369.3K
Filed 2026-10-22
AtlasMark Financial, Inc
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$367.1K (-$48.6K)
Filed 2026-10-13
Piar LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$367.1K (-$48.6K)
Filed 2026-10-21
Midwest Financial Group LLC
INCREASED
Shares998 from 985
Change+13 (+1%)
Value$366.4K (-$43.2K)
Filed 2026-10-15
Quartz Partners, LLC
NEW
Shares992
Change+992
Value$364.1K
Filed 2026-11-03
Amarillo National Bank
UNCHANGED
Shares990 from 990
Change0 (0%)
Value$363.4K (-$48.1K)
Filed 2026-10-23
Nicholas Wealth, Llc.
INCREASED
Shares988 from 821
Change+167 (+20%)
Value$362.7K (+$21.5K)
Filed 2026-10-26
Bedel Financial Consulting, Inc.
DECREASED
Shares988 from 996
Change-8 (-1%)
Value$362.7K (-$51.3K)
Filed 2026-11-06
Auxano Advisors, LLC
INCREASED
Shares988 from 987
Change+1 (+0%)
Value$362.7K (-$47.6K)
Filed 2026-11-06
Founders Capital Management, LLC
UNCHANGED
Shares982 from 982
Change0 (0%)
Value$360.5K (-$47.7K)
Filed 2026-10-23
HFR Wealth Management, LLC
DECREASED
Shares980 from 985
Change-5 (-1%)
Value$359.7K (-$49.7K)
Filed 2026-11-09
Sunburst Financial Group, LLC
DECREASED
Shares979 from 992
Change-13 (-1%)
Value$359.3K (-$52.9K)
Filed 2026-10-09
Deroy & Devereaux Private Investment Counsel Inc
INCREASED
Shares969 from 860
Change+109 (+13%)
Value$356 (-$356.6K)
Filed 2026-10-26
Tower Trust & Investment Co
DECREASED
Shares967 from 970
Change-3 (0%)
Value$355.0K (-$48.2K)
Filed 2026-10-28
LFG Wealth Partners, LLC
INCREASED
Shares966 from 853
Change+113 (+13%)
Value$354.5K (-$118)
Filed 2026-10-28
RDA Financial Network
INCREASED
Shares960 from 958
Change+2 (+0%)
Value$352.3K (-$45.8K)
Filed 2026-10-15
Sage Rhino Capital LLC
DECREASED
Shares956 from 961
Change-5 (-1%)
Value$350.9K (-$48.5K)
Filed 2026-10-28
Cordoba Advisory Partners LLC
INCREASED
Shares955 from 915
Change+40 (+4%)
Value$351.5K (-$29.4K)
Filed 2026-10-19
Hoxton Planning & Management, LLC
DECREASED
Shares953 from 959
Change-6 (-1%)
Value$349.8K (-$48.8K)
Filed 2026-10-15
One Way Holdings LLC
DECREASED
Shares948 from 1,034
Change-86 (-8%)
Value$348.0K (-$81.8K)
Filed 2026-10-29
Southland Equity Partners LLC
DECREASED
Shares947 from 1,056
Change-109 (-10%)
Value$347.8K (-$91.0K)
Filed 2026-10-14
Warwick Investment Management, Inc.
DECREASED
Shares946 from 1,048
Change-102 (-10%)
Value$347.3K (-$88.3K)
Filed 2026-10-19
Paragon Private Wealth Management, LLC
DECREASED
Shares945 from 1,511
Change-566 (-37%)
Value$347.1K (-$280.9K)
Filed 2026-10-20
VAN Strum & Towne Inc.
UNCHANGED
Shares945 from 945
Change0 (0%)
Value$346.9K (-$45.9K)
Filed 2026-11-06
Kaizen Financial Strategies
DECREASED
Shares944 from 953
Change-9 (-1%)
Value$346.4K (-$60.0K)
Filed 2026-10-09
River Wealth Advisors LLC
DECREASED
Shares939 from 972
Change-33 (-3%)
Value$344.7K (-$59.3K)
Filed 2026-11-09
Altiora Financial Group, LLC
DECREASED
Shares938 from 1,038
Change-100 (-10%)
Value$344.3K (-$87.1K)
Filed 2026-11-04
United Community Bank
DECREASED
Shares933 from 945
Change-12 (-1%)
Value$342.5K (-$50.3K)
Filed 2026-10-28
Miller Financial Services LLC
INCREASED
Shares932 from 931
Change+1 (+0%)
Value$342.1K (-$45.0K)
Filed 2026-10-20
Evermay Wealth Management LLC
DECREASED
Shares931 from 980
Change-49 (-5%)
Value$341.8K (-$65.6K)
Filed 2026-11-05
Hill Island Financial LLC
DECREASED
Shares931 from 954
Change-23 (-2%)
Value$341.9K (-$54.8K)
Filed 2026-10-20
Tillman Hartley LLC
UNCHANGED
Shares930 from 930
Change0 (0%)
Value$341.4K (-$45.2K)
Filed 2026-11-06
Harmony Asset Management LLC
UNCHANGED
Shares923 from 923
Change0 (0%)
Value$338.6K (-$44.8K)
Filed 2026-10-20
David J Yvars Group
NEW
Shares922
Change+922
Value$338.3K
Filed 2026-10-09
Monument Capital Management
DECREASED
Shares922 from 944
Change-22 (-2%)
Value$338.6K (-$53.9K)
Filed 2026-10-09
Sterling Investment Counsel, LLC
DECREASED
Shares921 from 1,015
Change-94 (-9%)
Value$338.1K (-$83.8K)
Filed 2026-10-19
Silvant Capital Management LLC
UNCHANGED
Shares921 from 921
Change0 (0%)
Value$338.1K (-$44.7K)
Filed 2026-11-09
First Heartland Consultants, Inc.
DECREASED
Shares920 from 944
Change-24 (-3%)
Value$337.8K (-$54.4K)
Filed 2026-10-08
Karras Company, Inc.
INCREASED
Shares920 from 918
Change+2 (+0%)
Value$337.7K (-$44.0K)
Filed 2026-10-16
Pembroke Management, LTD
INCREASED
Shares919 from 736
Change+183 (+25%)
Value$337.3K (+$31.4K)
Filed 2026-10-21
Benin Management Corp
UNCHANGED
Shares919 from 919
Change0 (0%)
Value$337.3K (-$44.6K)
Filed 2026-10-22
Affinity Capital Advisors, LLC
INCREASED
Shares918 from 770
Change+148 (+19%)
Value$348.0K (+$26.4K)
Filed 2026-10-13
Cypress Financial Planning LLC
INCREASED
Shares915 from 885
Change+30 (+3%)
Value$336.0K (-$31.9K)
Filed 2026-10-09
Compass Ion Advisors, LLC
UNCHANGED
Shares914 from 914
Change0 (0%)
Value$335.4K (-$44.4K)
Filed 2026-10-23
Crown Wealth Group, LLC
INCREASED
Shares908 from 822
Change+86 (+10%)
Value$333.3K (-$8.3K)
Filed 2026-10-19
KRS Capital Management, LLC
DECREASED
Shares908 from 923
Change-15 (-2%)
Value$333.4K (-$50.3K)
Filed 2026-10-16
Strive Financial Group,LLC
INCREASED
Shares905 from 21
Change+884 (+4210%)
Value$332.2K (+$323.5K)
Filed 2026-11-09
Eagle Wealth Strategies LLC
INCREASED
Shares904 from 872
Change+32 (+4%)
Value$331.7K (-$30.6K)
Filed 2026-10-20
TigerOak Management, L.L.C.
INCREASED
Shares901 from 815
Change+86 (+11%)
Value$330.7K (-$8.0K)
Filed 2026-10-23
Global Financial Private Client, LLC
DECREASED
Shares901 from 933
Change-32 (-3%)
Value$330.7K (-$57.0K)
Filed 2026-10-15
IFC & Insurance Marketing, Inc.
INCREASED
Shares897 from 875
Change+22 (+3%)
Value$329.2K (-$34.6K)
Filed 2026-10-16
Cheviot Value Management, LLC
INCREASED
Shares896 from 886
Change+10 (+1%)
Value$328.9K (-$39.3K)
Filed 2026-11-09
Towerpoint Wealth, LLC
INCREASED
Shares894 from 881
Change+13 (+1%)
Value$328.0K (-$38.0K)
Filed 2026-10-13
Merited Wealth, LLC
UNCHANGED
Shares894 from 894
Change0 (0%)
Value$328.2K (-$43.4K)
Filed 2026-10-13
TAGStone Capital, Inc.
DECREASED
Shares891 from 906
Change-15 (-2%)
Value$327.1K (-$49.5K)
Filed 2026-11-09
Allegiance Financial Group Advisory Services LLC
INCREASED
Shares889 from 768
Change+121 (+16%)
Value$326.4K (+$7.1K)
Filed 2026-11-02
Echo Wealth Management, LLC
INCREASED
Shares885 from 880
Change+5 (+1%)
Value$324.9K (-$40.9K)
Filed 2026-10-15
New England Capital Financial Advisors LLC
INCREASED
Shares885 from 884
Change+1 (+0%)
Value$324.9K (-$42.4K)
Filed 2026-11-03
Shulman DeMeo Asset Management LLC
INCREASED
Shares884 from 799
Change+85 (+11%)
Value$334.8K (+$2.7K)
Filed 2026-10-09
Strata Wealth Advisors, LLC
DECREASED
Shares884 from 888
Change-4 (0%)
Value$324.5K (-$44.6K)
Filed 2026-10-16
Fortitude Advisory Group L.L.C.
DECREASED
Shares882 from 942
Change-60 (-6%)
Value$323.7K (-$68.0K)
Filed 2026-10-15
Vilga Financial Planning LLC
INCREASED
Shares882 from 852
Change+30 (+4%)
Value$323.8K (-$30.4K)
Filed 2026-10-09
Summit Place Financial Advisors, LLC
UNCHANGED
Shares882 from 882
Change0 (0%)
Value$323.8K (-$42.8K)
Filed 2026-10-23
Avail Investment Partners, LLC
DECREASED
Shares881 from 962
Change-81 (-8%)
Value$323.5K (-$76.4K)
Filed 2026-10-16
Wilkins Investment Counsel Inc
DECREASED
Shares880 from 1,135
Change-255 (-22%)
Value$323.0K (-$148.7K)
Filed 2026-11-03
Whelan Financial
INCREASED
Shares873 from 722
Change+151 (+21%)
Value$320.3K (+$20.4K)
Filed 2026-10-28
Prevail Innovative Wealth Advisors, LLC
DECREASED
Shares871 from 10,448
Change-9,577 (-92%)
Value$327.5K (-$4.0M)
Filed 2026-10-20
Atlas Brown,Inc.
INCREASED
Shares871 from 860
Change+11 (+1%)
Value$319.6K (-$37.7K)
Filed 2026-10-09
Ejmk Ventures LLC
DECREASED
Shares868 from 928
Change-60 (-6%)
Value$318.5K (-$67.4K)
Filed 2026-10-21
Financial & Tax Architects, LLC
UNCHANGED
Shares868 from 868
Change0 (0%)
Value$318.6K (-$42.1K)
Filed 2026-10-15
Spectrum Planning & Advisory Services Inc.
DECREASED
Shares864 from 904
Change-40 (-4%)
Value$317.2K (-$58.5K)
Filed 2026-11-05
Beacon Financial Advisory LLC
INCREASED
Shares864 from 843
Change+21 (+2%)
Value$317.2K (-$33.2K)
Filed 2026-10-16
waypoint wealth counsel
INCREASED
Shares863 from 774
Change+89 (+12%)
Value$316.8K (-$4.9K)
Filed 2026-10-22
TBH Global Asset Management, LLC
DECREASED
Shares862 from 900
Change-38 (-4%)
Value$316.4K (-$57.5K)
Filed 2026-11-03
Avion Wealth
DECREASED
Shares862 from 866
Change-4 (0%)
Value$316 (-$358.7K)
Filed 2026-11-04
Jeter Robert S II
NEW
Shares861
Change+861
Value$325.3K
Filed 2026-10-16
Columbia Bank
INCREASED
Shares860 from 600
Change+260 (+43%)
Value$315.7K (+$66.3K)
Filed 2026-10-29
Buck Wealth Strategies, LLC
DECREASED
Shares860 from 974
Change-114 (-12%)
Value$315.8K (-$88.8K)
Filed 2026-10-28
Cherrydale Wealth Management, LLC
DECREASED
Shares858 from 860
Change-2 (0%)
Value$315.1K (-$42.3K)
Filed 2026-10-20
Investment Partners, Ltd.
INCREASED
Shares851 from 503
Change+348 (+69%)
Value$312.7K (+$103.7K)
Filed 2026-10-29
Code Waechter LLC
DECREASED
Shares850 from 1,220
Change-370 (-30%)
Value$312.0K (-$195.1K)
Filed 2026-10-23
Marino, Stram & Associates LLC
INCREASED
Shares848 from 655
Change+193 (+29%)
Value$311.2K (+$39.1K)
Filed 2026-10-22
Ramiah Investment Group
DECREASED
Shares847 from 884
Change-37 (-4%)
Value$310.9K (-$56.5K)
Filed 2026-10-20
Hengehold Capital Management LLC
DECREASED
Shares847 from 857
Change-10 (-1%)
Value$310.8K (-$45.2K)
Filed 2026-10-16
Black Diamond Financial, LLC
DECREASED
Shares844 from 875
Change-31 (-4%)
Value$309.7K (-$54.1K)
Filed 2026-10-26
Motive Wealth Advisors
DECREASED
Shares843 from 872
Change-29 (-3%)
Value$309.4K (-$53.0K)
Filed 2026-10-26
Adkins Seale Capital Management LLC
UNCHANGED
Shares842 from 842
Change0 (0%)
Value$309.1K (-$40.9K)
Filed 2026-10-27
Cairn Investment Group, Inc.
UNCHANGED
Shares841 from 841
Change0 (0%)
Value$309 (-$349.7K)
Filed 2026-11-04
Salomon & Ludwin, LLC
DECREASED
Shares838 from 886
Change-48 (-5%)
Value$307.6K (-$70.3K)
Filed 2026-10-29
Waters Parkerson & Co., LLC
UNCHANGED
Shares836 from 836
Change0 (0%)
Value$306.9K (-$40.6K)
Filed 2026-11-04
FNY Investment Advisers, LLC
DECREASED
Shares835 from 2,400
Change-1,565 (-65%)
Value$306 (-$691)
Filed 2026-10-16
PMV Capital Advisers, LLC
UNCHANGED
Shares835 from 835
Change0 (0%)
Value$306.5K (-$40.5K)
Filed 2026-11-09
Capital Asset Advisory Services LLC
DECREASED
Shares833 from 5,552
Change-4,719 (-85%)
Value$353.9K (-$2.0M)
Filed 2026-10-30
First Command Advisory Services, Inc.
DECREASED
Shares832 from 1,262
Change-430 (-34%)
Value$305.4K (-$219.1K)
Filed 2026-11-05
Smith Shellnut Wilson LLC
UNCHANGED
Shares831 from 831
Change0 (0%)
Value$305.0K (-$40.3K)
Filed 2026-10-21
Kelman-Lazarov, Inc.
INCREASED
Shares829 from 669
Change+160 (+24%)
Value$304.5K (+$26.2K)
Filed 2026-11-09
Chicago Capital, LLC
DECREASED
Shares829 from 884
Change-55 (-6%)
Value$304.3K (-$63.1K)
Filed 2026-10-13
Foguth Wealth Management, Llc.
INCREASED
Shares827 from 680
Change+147 (+22%)
Value$331.9K (+$45.1K)
Filed 2026-10-19
Marotta Asset Management
DECREASED
Shares825 from 846
Change-21 (-2%)
Value$302.8K (-$58.0K)
Filed 2026-10-02
Clean Yield Group
UNCHANGED
Shares824 from 824
Change0 (0%)
Value$302.5K (-$40.0K)
Filed 2026-10-28
Marin Bay Wealth Advisors, LLC
DECREASED
Shares822 from 824
Change-2 (0%)
Value$302.0K (-$40.6K)
Filed 2026-10-28
Investors Asset Management of Georgia Inc
DECREASED
Shares820 from 849
Change-29 (-3%)
Value$301.0K (-$51.9K)
Filed 2026-10-20
Financial Council, LLC
UNCHANGED
Shares820 from 820
Change0 (0%)
Value$301.0K (-$39.8K)
Filed 2026-11-02
Townsend & Associates, Inc
DECREASED
Shares819 from 3,530
Change-2,711 (-77%)
Value$328.9K (-$1.2M)
Filed 2026-10-23
Purus Wealth Management, LLC
INCREASED
Shares818 from 701
Change+117 (+17%)
Value$300.2K (+$9.0K)
Filed 2026-10-15
Partners in Financial Planning
NEW
Shares817
Change+817
Value$299.9K
Filed 2026-11-06
Centennial Wealth Advisory LLC
INCREASED
Shares816 from 778
Change+38 (+5%)
Value$299.9K (-$23.4K)
Filed 2026-10-16
MW Advisory, LLC
INCREASED
Shares813 from 652
Change+161 (+25%)
Value$298.5K (+$27.5K)
Filed 2026-10-19
Rothwell Investment Advisors, LLC
NEW
Shares812
Change+812
Value$298.2K
Filed 2026-11-06
ETF Portfolio Partners, Inc.
UNCHANGED
Shares811 from 811
Change0 (0%)
Value$297.7K (-$39.4K)
Filed 2026-10-22
MTM Investment Management, LLC
UNCHANGED
Shares810 from 810
Change0 (0%)
Value$297.3K (-$39.3K)
Filed 2026-10-30
Destiny Wealth Partners, LLC
INCREASED
Shares808 from 660
Change+148 (+22%)
Value$323.5K (+$50.0K)
Filed 2026-11-05
Wynn Capital, LLC
INCREASED
Shares801 from 711
Change+90 (+13%)
Value$294.0K (-$1.5K)
Filed 2026-10-13
Founders Grove Wealth Partners, LLC
NEW
Shares800
Change+800
Value$293.7K
Filed 2026-10-16
Coyle Financial Counsel LLC
DECREASED
Shares799 from 926
Change-127 (-14%)
Value$293.3K (-$91.6K)
Filed 2026-10-28
Miller Global Investments, LLC
DECREASED
Shares798 from 819
Change-21 (-3%)
Value$292.9K (-$47.5K)
Filed 2026-10-02
West Wealth Group, LLC
INCREASED
Shares797 from 739
Change+58 (+8%)
Value$292.5K (-$14.9K)
Filed 2026-10-14
Integral Investment Advisors, Inc.
INCREASED
Shares797 from 784
Change+13 (+2%)
Value$292.4K (-$33.3K)
Filed 2026-11-03
Maple Capital Management, Inc.
DECREASED
Shares795 from 821
Change-26 (-3%)
Value$291.9K (-$49.3K)
Filed 2026-11-02
Natural Investments, LLC
INCREASED
Shares794 from 711
Change+83 (+12%)
Value$291.6K (-$3.4K)
Filed 2026-11-06
Peoples Bank
DECREASED
Shares794 from 799
Change-5 (-1%)
Value$291.5K (-$40.6K)
Filed 2026-10-26
August Group Capital Ltd
INCREASED
Shares792 from 783
Change+9 (+1%)
Value$290.7K (-$34.7K)
Filed 2026-10-14
Foster Victor Wealth Advisors, LLC
DECREASED
Shares791 from 801
Change-10 (-1%)
Value$321.8K (-$18.6K)
Filed 2026-10-21
Integris Wealth Management, LLC
UNCHANGED
Shares791 from 791
Change0 (0%)
Value$290.4K (-$38.4K)
Filed 2026-10-14
Trifecta Capital Advisors, LLC
UNCHANGED
Shares791 from 791
Change0 (0%)
Value$290.4K (-$38.4K)
Filed 2026-10-21
Stronghold Wealth Management L.L.C.
DECREASED
Shares789 from 844
Change-55 (-7%)
Value$289.6K (-$61.2K)
Filed 2026-10-16
Ariston Services Group
UNCHANGED
Shares789 from 789
Change0 (0%)
Value$289.6K (-$38.3K)
Filed 2026-10-16
Capital Advisors Wealth Management, LLC
DECREASED
Shares786 from 891
Change-105 (-12%)
Value$288.5K (-$81.9K)
Filed 2026-10-09
Berman McAleer LLC
UNCHANGED
Shares783 from 783
Change0 (0%)
Value$287.3K (-$38.0K)
Filed 2026-10-16
Canvas Wealth Advisors, LLC
DECREASED
Shares782 from 874
Change-92 (-11%)
Value$321.4K (-$41.9K)
Filed 2026-11-02
Canandaigua National Trust Co of Florida
NEW
Shares781
Change+781
Value$286.7K
Filed 2026-10-07
Nolet Wealth Management, LLC
INCREASED
Shares781 from 713
Change+68 (+10%)
Value$286.6K (-$9.6K)
Filed 2026-10-15
Raleigh Capital Management Inc.
DECREASED
Shares780 from 798
Change-18 (-2%)
Value$286.5K (-$45.1K)
Filed 2026-10-28
Sage Investment Advisers LLC
INCREASED
Shares780 from 779
Change+1 (+0%)
Value$286.3K (-$37.5K)
Filed 2026-10-21
Williams & Novak Wealth Management, LLC
UNCHANGED
Shares776 from 776
Change0 (0%)
Value$284.9K (-$37.7K)
Filed 2026-10-09
Balboa Wealth Partners
DECREASED
Shares774 from 1,149
Change-375 (-33%)
Value$284.0K (-$193.6K)
Filed 2026-10-20
Aldebaran Financial Inc.
DECREASED
Shares774 from 1,080
Change-306 (-28%)
Value$284.1K (-$164.8K)
Filed 2026-11-06
Richardson Financial Services Inc.
INCREASED
Shares774 from 698
Change+76 (+11%)
Value$284.1K (-$6.0K)
Filed 2026-10-30
Paradigm, Strategies in Wealth Management, LLC
INCREASED
Shares774 from 773
Change+1 (+0%)
Value$284.3K (-$37.2K)
Filed 2026-10-16
Towercrest Capital Management
UNCHANGED
Shares770 from 770
Change0 (0%)
Value$282.7K (-$37.4K)
Filed 2026-10-23
Continuum Wealth Advisors, LLC
DECREASED
Shares763 from 1,214
Change-451 (-37%)
Value$280.1K (-$224.5K)
Filed 2026-10-20
RED Lighthouse Investment Management, LLC
DECREASED
Shares761 from 773
Change-12 (-2%)
Value$279.3K (-$41.9K)
Filed 2026-11-02
Wendell David Associates Inc
DECREASED
Shares761 from 767
Change-6 (-1%)
Value$279 (-$318.7K)
Filed 2026-10-27
Investmark Advisory Group LLC
INCREASED
Shares760 from 581
Change+179 (+31%)
Value$279.2K (+$37.8K)
Filed 2026-10-27
Luts & Greenleigh Group, Inc.
DECREASED
Shares756 from 782
Change-26 (-3%)
Value$277.5K (-$47.5K)
Filed 2026-11-05
GSG Advisors LLC
DECREASED
Shares755 from 910
Change-155 (-17%)
Value$277.2K (-$100.8K)
Filed 2026-11-03
RAM Investment Partners, LLC
INCREASED
Shares755 from 712
Change+43 (+6%)
Value$277.0K (-$18.8K)
Filed 2026-10-21
Alliance Wealth Advisors, LLC
DECREASED
Shares755 from 762
Change-7 (-1%)
Value$277.5K (-$39.1K)
Filed 2026-10-28
Alliance Wealth Management Group
UNCHANGED
Shares755 from 755
Change0 (0%)
Value$277.1K (-$36.7K)
Filed 2026-10-29
Balance Wealth Partners LLC
DECREASED
Shares754 from 783
Change-29 (-4%)
Value$276.8K (-$48.6K)
Filed 2026-10-27
Frederick Financial Consultants, LLC
INCREASED
Shares752 from 735
Change+17 (+2%)
Value$276.0K (-$29.4K)
Filed 2026-10-29
Master's Wealth Management Inc.
INCREASED
Shares751 from 647
Change+104 (+16%)
Value$275.6K (+$6.6K)
Filed 2026-10-22
Vista Investment Partners LLC
UNCHANGED
Shares748 from 748
Change0 (0%)
Value$274.6K (-$36.3K)
Filed 2026-10-08
Avise Financial Cooperative, Inc.
DECREASED
Shares747 from 1,109
Change-362 (-33%)
Value$274.2K (-$186.7K)
Filed 2026-11-09
Inlight Wealth Management, LLC
INCREASED
Shares747 from 531
Change+216 (+41%)
Value$274.2K (+$53.3K)
Filed 2026-10-21
Arbor Investment Advisors, LLC
DECREASED
Shares747 from 797
Change-50 (-6%)
Value$274.3K (-$57.1K)
Filed 2026-10-26
Mainsail Asset Management, LLC
DECREASED
Shares747 from 769
Change-22 (-3%)
Value$281.1K (-$46.6K)
Filed 2026-10-14
JFS Wealth Advisors, LLC
DECREASED
Shares745 from 802
Change-57 (-7%)
Value$273.5K (-$59.7K)
Filed 2026-11-03
Intentional Wealth Strategies, LLC
INCREASED
Shares745 from 722
Change+23 (+3%)
Value$273.5K (-$26.6K)
Filed 2026-11-09
True Wealth Design, LLC
INCREASED
Shares742 from 712
Change+30 (+4%)
Value$272.2K (-$23.5K)
Filed 2026-10-13
Greater Midwest Financial Group, LLC
DECREASED
Shares742 from 768
Change-26 (-3%)
Value$272.3K (-$47.0K)
Filed 2026-10-13
Power Wealth Management LLC
NEW
Shares739
Change+739
Value$271.3K
Filed 2026-10-27
First Business Financial Services, Inc.
DECREASED
Shares736 from 771
Change-35 (-5%)
Value$270.2K (-$50.3K)
Filed 2026-10-29
Crew Capital Management, Ltd
UNCHANGED
Shares731 from 731
Change0 (0%)
Value$268.3K (-$35.5K)
Filed 2026-10-28
Carroll Advisory Group, LLC
NEW
Shares728
Change+728
Value$267.3K
Filed 2026-10-16
TFC Financial Management, Inc.
DECREASED
Shares728 from 730
Change-2 (0%)
Value$267.3K (-$36.2K)
Filed 2026-10-26
Clarus Group, Inc.
DECREASED
Shares727 from 739
Change-12 (-2%)
Value$266.8K (-$40.2K)
Filed 2026-10-21
Guardian Capital, LLC
DECREASED
Shares726 from 984
Change-258 (-26%)
Value$266.6K (-$142.2K)
Filed 2026-11-06
Mustard Seed Financial, LLC
UNCHANGED
Shares726 from 726
Change0 (0%)
Value$266.5K (-$35.2K)
Filed 2026-10-30
FAI Advisors, Inc.
INCREASED
Shares724 from 623
Change+101 (+16%)
Value$265.8K (+$6.8K)
Filed 2026-10-27
Investment Advisory Services Inc
INCREASED
Shares724 from 681
Change+43 (+6%)
Value$265.9K (-$17.3K)
Filed 2026-10-27
Blue Square Asset Management, LLC
UNCHANGED
Shares724 from 724
Change0 (0%)
Value$265.8K (-$35.2K)
Filed 2026-11-02
Camden National Bank
UNCHANGED
Shares722 from 722
Change0 (0%)
Value$265.0K (-$35.1K)
Filed 2026-11-02
Obsidian CIO, LLC
INCREASED
Shares718 from 609
Change+109 (+18%)
Value$263.4K (+$10.3K)
Filed 2026-11-05
Provident Wealth Management, LLC
DECREASED
Shares717 from 1,066
Change-349 (-33%)
Value$263.2K (-$179.9K)
Filed 2026-10-20
Vaquero Private Wealth, LTD
UNCHANGED
Shares716 from 716
Change0 (0%)
Value$262.8K (-$34.8K)
Filed 2026-10-27
Invenio Wealth Partners LLC
DECREASED
Shares713 from 723
Change-10 (-1%)
Value$261.7K (-$38.8K)
Filed 2026-10-20
American National Bank of Texas
DECREASED
Shares712 from 758
Change-46 (-6%)
Value$261.4K (-$53.7K)
Filed 2026-10-07
Highland Investment Advisors LLC
INCREASED
Shares712 from 711
Change+1 (+0%)
Value$261.3K (-$34.4K)
Filed 2026-11-09
Cypress Point Wealth Management, LLC
NEW
Shares710
Change+710
Value$260.6K
Filed 2026-11-03
Greatmark Investment Partners, Inc.
DECREASED
Shares710 from 765
Change-55 (-7%)
Value$260.6K (-$57.3K)
Filed 2026-10-28
Grange Capital, LLC
UNCHANGED
Shares710 from 710
Change0 (0%)
Value$260.7K (-$34.5K)
Filed 2026-10-20
Capital Wealth Alliance, LLC
DECREASED
Shares709 from 729
Change-20 (-3%)
Value$260.3K (-$42.7K)
Filed 2026-10-20
Pacific Asset Management, LLC
NEW
Shares708
Change+708
Value$259.9K
Filed 2026-10-15
Global Wealth Management, LLC
INCREASED
Shares708 from 705
Change+3 (+0%)
Value$259.9K (-$33.1K)
Filed 2026-10-15
Cosner Financial Group, LLC
NEW
Shares705
Change+705
Value$259.0K
Filed 2026-11-03
Mission Financial Group, LLC
DECREASED
Shares700 from 752
Change-52 (-7%)
Value$257.0K (-$55.6K)
Filed 2026-10-21
Atlantic Private Wealth, LLC
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$257.0K (-$34.0K)
Filed 2026-11-09
Virtus Advisers, LLC
NEW
Shares698
Change+698
Value$256.2K
Filed 2026-11-09
TFO Wealth Partners, LLC
NEW
Shares693
Change+693
Value$254.4K
Filed 2026-11-09
Intergy Private Wealth, LLC
INCREASED
Shares693 from 635
Change+58 (+9%)
Value$254.4K (-$9.5K)
Filed 2026-10-16
jvl associates llc
DECREASED
Shares692 from 814
Change-122 (-15%)
Value$254.0K (-$84.3K)
Filed 2026-10-09
Ariadne Wealth Management, LP
DECREASED
Shares692 from 703
Change-11 (-2%)
Value$254.0K (-$38.2K)
Filed 2026-11-06
Peachtree Investment Partners, LLC
INCREASED
Shares691 from 610
Change+81 (+13%)
Value$253.6K (+$64)
Filed 2026-11-05
Eurizon SLJ Capital Ltd
DECREASED
Shares690 from 870
Change-180 (-21%)
Value$253.3K (-$108.3K)
Filed 2026-11-06
Francis Financial, Inc.
INCREASED
Shares690 from 609
Change+81 (+13%)
Value$253.3K (+$168)
Filed 2026-11-09
Kohmann Bosshard Financial Services, LLC
INCREASED
Shares690 from 621
Change+69 (+11%)
Value$253.3K (-$4.8K)
Filed 2026-11-04
Core Wealth Partners LLC
NEW
Shares689
Change+689
Value$253.0K
Filed 2026-11-02
Cooper S Advisors, LLC
DECREASED
Shares689 from 725
Change-36 (-5%)
Value$253.0K (-$48.3K)
Filed 2026-11-03
CWS Financial Advisors, LLC
UNCHANGED
Shares688 from 688
Change0 (0%)
Value$252.6K (-$33.4K)
Filed 2026-10-16
TSG Advice Partners, LLC
NEW
Shares686
Change+686
Value$285.1K
Filed 2026-10-29
KFA Private Wealth Group, LLC
DECREASED
Shares685 from 717
Change-32 (-4%)
Value$251.7K (-$46.5K)
Filed 2026-10-07
TradeWell Securities, Llc.
INCREASED
Shares685 from 681
Change+4 (+1%)
Value$251.6K (-$31.5K)
Filed 2026-10-21
RTD Financial Advisors, Inc.
UNCHANGED
Shares685 from 685
Change0 (0%)
Value$251.5K (-$33.3K)
Filed 2026-10-09
Cape Investment Advisory, Inc.
INCREASED
Shares684 from 557
Change+127 (+23%)
Value$251.1K (+$19.4K)
Filed 2026-10-13
Annis Gardner Whiting Capital Advisors, LLC
DECREASED
Shares683 from 741
Change-58 (-8%)
Value$250.8K (-$57.3K)
Filed 2026-11-09
Torray Investment Partners LLC
UNCHANGED
Shares683 from 683
Change0 (0%)
Value$250.7K (-$33.2K)
Filed 2026-10-30
Saxony Capital Management, LLC
INCREASED
Shares681 from 620
Change+61 (+10%)
Value$250.0K (-$7.9K)
Filed 2026-10-15
AMG Asset Management Group, Inc.
INCREASED
Shares681 from 635
Change+46 (+7%)
Value$249.8K (-$14.3K)
Filed 2026-10-21
Hidden Cove Wealth Management, LLC
DECREASED
Shares681 from 699
Change-18 (-3%)
Value$250.0K (-$40.5K)
Filed 2026-10-19
Verity Asset Management, Inc.
DECREASED
Shares681 from 698
Change-17 (-2%)
Value$250.1K (-$40.1K)
Filed 2026-10-30
Harbour Trust & Investment Management Co
DECREASED
Shares679 from 717
Change-38 (-5%)
Value$249.2K (-$48.8K)
Filed 2026-10-28
Stephenson & Company, Inc.
UNCHANGED
Shares679 from 679
Change0 (0%)
Value$249.2K (-$33.0K)
Filed 2026-10-30
Onyx Bridge Wealth Group LLC
INCREASED
Shares678 from 650
Change+28 (+4%)
Value$248.8K (-$21.2K)
Filed 2026-10-16
rebel Financial LLC
NEW
Shares676
Change+676
Value$248.0K
Filed 2026-11-04
Yankcom Partnership
DECREASED
Shares676 from 687
Change-11 (-2%)
Value$248.1K (-$37.4K)
Filed 2026-10-15
Wealth Advisory Solutions, LLC
DECREASED
Shares675 from 973
Change-298 (-31%)
Value$247.8K (-$156.6K)
Filed 2026-10-20
New Hampshire Trust
DECREASED
Shares674 from 680
Change-6 (-1%)
Value$247.4K (-$35.2K)
Filed 2026-10-20
Sage Mountain Advisors LLC
NEW
Shares673
Change+673
Value$247.0K
Filed 2026-11-02
PCG Asset Management, LLC
DECREASED
Shares673 from 1,016
Change-343 (-34%)
Value$247.0K (-$175.2K)
Filed 2026-11-05
Worth Financial Advisory Group, LLC
UNCHANGED
Shares672 from 672
Change0 (0%)
Value$246.6K (-$32.5K)
Filed 2026-10-19
Franklin Street Advisors Inc
DECREASED
Shares671 from 1,651
Change-980 (-59%)
Value$246.3K (-$439.9K)
Filed 2026-10-13
Invested Advisors
DECREASED
Shares671 from 690
Change-19 (-3%)
Value$246.3K (-$40.5K)
Filed 2026-10-23
Ellis Investment Partners, LLC
INCREASED
Shares671 from 652
Change+19 (+3%)
Value$246.4K (-$24.8K)
Filed 2026-10-21
Aufman Associates Inc
INCREASED
Shares670 from 652
Change+18 (+3%)
Value$245.9K (-$25.0K)
Filed 2026-11-04
Etesian Wealth Advisors, Inc.
INCREASED
Shares670 from 654
Change+16 (+2%)
Value$245.9K (-$25.9K)
Filed 2026-10-27
Guardian Wealth Advisors, LLC
DECREASED
Shares669 from 759
Change-90 (-12%)
Value$274.6K (-$40.9K)
Filed 2026-10-30
Stevens Capital Partners
INCREASED
Shares665 from 566
Change+99 (+17%)
Value$244.1K (+$8.9K)
Filed 2026-10-29
Sonata Capital Group Inc
UNCHANGED
Shares665 from 665
Change0 (0%)
Value$244.1K (-$32.3K)
Filed 2026-10-19
Rahlfs Capital, LLC
NEW
Shares664
Change+664
Value$243.7K
Filed 2026-10-23
Eagle Wealth Advisors LLC
INCREASED
Shares663 from 646
Change+17 (+3%)
Value$243.4K (-$25.1K)
Filed 2026-10-20
Moody Lynn Lieberson & Walker, LLC
UNCHANGED
Shares662 from 662
Change0 (0%)
Value$243.0K (-$32.1K)
Filed 2026-10-14
HMV Wealth Advisors, LLC
UNCHANGED
Shares662 from 662
Change0 (0%)
Value$243.0K (-$32.1K)
Filed 2026-10-27
Disciplined Equity Management, Inc.
UNCHANGED
Shares660 from 660
Change0 (0%)
Value$242.3K (-$32.0K)
Filed 2026-10-14
180 Wealth Advisors, LLC
INCREASED
Shares656 from 655
Change+1 (+0%)
Value$240.8K (-$31.4K)
Filed 2026-11-03
Meridian Wealth Partners, LLC
DECREASED
Shares654 from 771
Change-117 (-15%)
Value$240.1K (-$80.2K)
Filed 2026-11-09
Landaas & Co
INCREASED
Shares654 from 653
Change+1 (+0%)
Value$239.9K (-$31.7K)
Filed 2026-10-29
Princeton Capital Management LLC
UNCHANGED
Shares654 from 654
Change0 (0%)
Value$240.0K (-$31.7K)
Filed 2026-10-27
Birch Hill Investment Advisors LLC
UNCHANGED
Shares654 from 654
Change0 (0%)
Value$240.1K (-$31.8K)
Filed 2026-10-16
Purkiss Capital Advisors LLC
UNCHANGED
Shares653 from 653
Change0 (0%)
Value$239.7K (-$31.7K)
Filed 2026-11-06
McKinley Carter Wealth Services, Inc.
DECREASED
Shares651 from 754
Change-103 (-14%)
Value$238.8K (-$74.5K)
Filed 2026-10-16
Cogent Private Wealth, Inc.
INCREASED
Shares650 from 560
Change+90 (+16%)
Value$238.6K (+$5.8K)
Filed 2026-11-06
William John Sempolinski
UNCHANGED
Shares650 from 650
Change0 (0%)
Value$238.6K (-$31.6K)
Filed 2026-10-20
Tufton Capital Management
UNCHANGED
Shares650 from 650
Change0 (0%)
Value$238 (-$269.8K)
Filed 2026-10-20
Villere ST Denis J & Co LLC
UNCHANGED
Shares650 from 650
Change0 (0%)
Value$238.6K (-$31.6K)
Filed 2026-11-04
Crusonia Wealth Advisors LLC
NEW
Shares649
Change+649
Value$238.3K
Filed 2026-10-26
Barings LLC
INCREASED
Shares649 from 505
Change+144 (+29%)
Value$238.2K (+$28.3K)
Filed 2026-10-22
Wealth Dimensions Group, Ltd.
DECREASED
Shares648 from 653
Change-5 (-1%)
Value$237.8K (-$33.5K)
Filed 2026-11-02
Aletheian Wealth Advisors LLC
DECREASED
Shares646 from 686
Change-40 (-6%)
Value$237.2K (-$48.0K)
Filed 2026-10-08
Optivise Advisory Services LLC
INCREASED
Shares645 from 529
Change+116 (+22%)
Value$236.7K (+$16.7K)
Filed 2026-10-19
Union Savings Bank
UNCHANGED
Shares645 from 645
Change0 (0%)
Value$236.8K (-$31.3K)
Filed 2026-10-14
Barrett & Company, Inc.
INCREASED
Shares642 from 640
Change+2 (+0%)
Value$235.8K (-$30.4K)
Filed 2026-10-22
Paragon Capital Management Ltd
DECREASED
Shares642 from 643
Change-1 (0%)
Value$235.6K (-$31.6K)
Filed 2026-10-09
Argos Wealth Advisors, LLC
UNCHANGED
Shares642 from 642
Change0 (0%)
Value$235.7K (-$31.2K)
Filed 2026-11-02
Allied Investment Advisors, LLC
INCREASED
Shares641 from 612
Change+29 (+5%)
Value$235.2K (-$19.4K)
Filed 2026-10-13
Philadelphia Trust Co
UNCHANGED
Shares640 from 640
Change0 (0%)
Value$235 (-$265.8K)
Filed 2026-11-05
Martel Wealth Advisors LLC
UNCHANGED
Shares639 from 639
Change0 (0%)
Value$234.6K (-$31.0K)
Filed 2026-10-14
Hopwood Financial Services, Inc.
UNCHANGED
Shares639 from 639
Change0 (0%)
Value$234.6K (-$31.0K)
Filed 2026-10-29
LightSquare Wealth Management, LLC
INCREASED
Shares638 from 549
Change+89 (+16%)
Value$234.4K (+$6.0K)
Filed 2026-11-03
Watershed Private Wealth LLC
INCREASED
Shares638 from 578
Change+60 (+10%)
Value$234.2K (-$6.0K)
Filed 2026-10-30
Plante Moran Financial Advisors, LLC
INCREASED
Shares638 from 623
Change+15 (+2%)
Value$234.1K (-$24.7K)
Filed 2026-11-04
1900 Wealth Management LLC
INCREASED
Shares635 from 581
Change+54 (+9%)
Value$233.2K (-$8.4K)
Filed 2026-10-13
Albert D Mason Inc
DECREASED
Shares634 from 641
Change-7 (-1%)
Value$232.7K (-$33.7K)
Filed 2026-10-27
GatePass Capital, LLC
NEW
Shares632
Change+632
Value$231.8K
Filed 2026-11-09
Laurel Wealth Planning LLC
UNCHANGED
Shares627 from 627
Change0 (0%)
Value$230.2K (-$30.4K)
Filed 2026-11-02
Piedmont Capital Management, LLC
DECREASED
Shares626 from 645
Change-19 (-3%)
Value$229.8K (-$38.3K)
Filed 2026-10-21
Acumen Wealth Advisors, LLC
DECREASED
Shares625 from 882
Change-257 (-29%)
Value$229.4K (-$137.2K)
Filed 2026-11-05
Copper Harbor Investment Advisors, LLC
DECREASED
Shares625 from 865
Change-240 (-28%)
Value$229.3K (-$130.1K)
Filed 2026-10-16
Fiduciary Financial Group, LLC
DECREASED
Shares625 from 735
Change-110 (-15%)
Value$229.4K (-$76.1K)
Filed 2026-10-13
Hoge Financial Services, LLC
INCREASED
Shares624 from 601
Change+23 (+4%)
Value$228.9K (-$21.0K)
Filed 2026-11-05
Tanager Wealth Management LLP
NEW
Shares623
Change+623
Value$228.7K
Filed 2026-10-19
Bluedoor Private Wealth, LLC
INCREASED
Shares623 from 523
Change+100 (+19%)
Value$228.7K (+$11.3K)
Filed 2026-11-05
Clark Asset Management, LLC
DECREASED
Shares622 from 706
Change-84 (-12%)
Value$228.1K (-$65.5K)
Filed 2026-10-19
Braun-Bostich & Associates Inc.
DECREASED
Shares621 from 650
Change-29 (-4%)
Value$228.0K (-$42.2K)
Filed 2026-10-20
Advisortrust Partners, LLC
INCREASED
Shares621 from 619
Change+2 (+0%)
Value$227.8K (-$29.5K)
Filed 2026-11-02
Greenwood Gearhart LLC
DECREASED
Shares619 from 726
Change-107 (-15%)
Value$227.2K (-$74.5K)
Filed 2026-11-02
TruNorth Capital Management, LLC
NEW
Shares618
Change+618
Value$226.9K
Filed 2026-10-14
Client 1ST Advisory Group, LLC
INCREASED
Shares618 from 581
Change+37 (+6%)
Value$226.9K (-$14.5K)
Filed 2026-10-19
Northcape Wealth Management, LLC
DECREASED
Shares617 from 654
Change-37 (-6%)
Value$226.6K (-$45.3K)
Filed 2026-11-04
Emergent Wealth Advisors, LLC
DECREASED
Shares617 from 622
Change-5 (-1%)
Value$226.5K (-$27.3K)
Filed 2026-10-09
bLong Financial, LLC
UNCHANGED
Shares617 from 617
Change0 (0%)
Value$226.5K (-$30.0K)
Filed 2026-10-29
Montis Financial, LLC
INCREASED
Shares615 from 504
Change+111 (+22%)
Value$225.8K (+$16.1K)
Filed 2026-11-04
GEN Financial Management, Inc.
INCREASED
Shares614 from 611
Change+3 (+0%)
Value$225.4K (-$28.6K)
Filed 2026-10-13
Financial Solutions Advisory Group, Inc.
DECREASED
Shares613 from 1,230
Change-617 (-50%)
Value$246.1K (-$285.0K)
Filed 2026-10-28
SJS Investment Consulting Inc.
INCREASED
Shares611 from 524
Change+87 (+17%)
Value$224.2K (+$6.5K)
Filed 2026-10-26
Voisard Asset Management Group, Inc.
INCREASED
Shares611 from 561
Change+50 (+9%)
Value$224.3K (-$8.9K)
Filed 2026-10-13
Able Financial Group, LLC
NEW
Shares607
Change+607
Value$222.8K
Filed 2026-10-14
Adirondack Trust Co
DECREASED
Shares606 from 629
Change-23 (-4%)
Value$222.4K (-$39.0K)
Filed 2026-10-14
Torrey Growth & Income Advisors
DECREASED
Shares604 from 1,004
Change-400 (-40%)
Value$221.7K (-$197.0K)
Filed 2026-11-04
Migdal Insurance & Financial Holdings Ltd.
INCREASED
Shares604 from 591
Change+13 (+2%)
Value$221.7K (-$23.9K)
Filed 2026-11-09
Brown Wealth Management, LLC
INCREASED
Shares602 from 571
Change+31 (+5%)
Value$221.0K (-$16.3K)
Filed 2026-10-20
Fonville Wealth Management LLC
NEW
Shares601
Change+601
Value$220.6K
Filed 2026-10-28
Hanson & Doremus Investment Management
UNCHANGED
Shares601 from 601
Change0 (0%)
Value$221 (-$249.8K)
Filed 2026-10-16
Exchange Bank
INCREASED
Shares599 from 482
Change+117 (+24%)
Value$219.9K (+$19.5K)
Filed 2026-10-07
CJM Wealth Advisers, Ltd.
DECREASED
Shares599 from 635
Change-36 (-6%)
Value$219.7K (-$44.0K)
Filed 2026-10-27
Wiser Wealth Management, Inc
DECREASED
Shares598 from 718
Change-120 (-17%)
Value$219.5K (-$78.9K)
Filed 2026-10-14
TriaGen Wealth Management LLC
UNCHANGED
Shares598 from 598
Change0 (0%)
Value$219.5K (-$29.0K)
Filed 2026-10-14
Toews Corp
UNCHANGED
Shares598 from 598
Change0 (0%)
Value$219.5K (-$29.0K)
Filed 2026-11-09
Washington Trust Advisors, Inc.
DECREASED
Shares597 from 924
Change-327 (-35%)
Value$219.0K (-$164.9K)
Filed 2026-10-22
Advisory Resource Group
INCREASED
Shares597 from 504
Change+93 (+18%)
Value$219.1K (+$9.7K)
Filed 2026-10-26
IVC Wealth Advisors LLC
DECREASED
Shares596 from 604
Change-8 (-1%)
Value$218.8K (-$32.1K)
Filed 2026-10-23
Carl P. Sherr & Co., LLC
DECREASED
Shares595 from 645
Change-50 (-8%)
Value$218.4K (-$49.7K)
Filed 2026-11-06
Bellecapital International Ltd.
NEW
Shares594
Change+594
Value$218.0K
Filed 2026-10-21
SkyOak Wealth, LLC
INCREASED
Shares594 from 592
Change+2 (+0%)
Value$218.0K (-$28.0K)
Filed 2026-10-28
1620 Investment Advisors, Inc.
UNCHANGED
Shares593 from 593
Change0 (0%)
Value$217.7K (-$28.8K)
Filed 2026-11-04
NTV Asset Management LLC
NEW
Shares590
Change+590
Value$216.6K
Filed 2026-10-23
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares590 from 62
Change+528 (+852%)
Value$216.8K (+$190.9K)
Filed 2026-10-16
JGP Wealth Management, LLC
DECREASED
Shares590 from 595
Change-5 (-1%)
Value$216.6K (-$30.7K)
Filed 2026-10-13
WBH Advisory Inc
INCREASED
Shares589 from 579
Change+10 (+2%)
Value$216.2K (-$24.4K)
Filed 2026-11-05
TrueWealth Advisors, LLC
UNCHANGED
Shares588 from 588
Change0 (0%)
Value$215.9K (-$28.4K)
Filed 2026-10-09
Legacy Financial Group, Inc.
INCREASED
Shares586 from 526
Change+60 (+11%)
Value$215.1K (-$3.5K)
Filed 2026-10-21
Texas Bank & Trust Co
DECREASED
Shares586 from 611
Change-25 (-4%)
Value$215.1K (-$38.8K)
Filed 2026-11-04
Southern Financial Group, LLC
DECREASED
Shares585 from 720
Change-135 (-19%)
Value$214.8K (-$84.8K)
Filed 2026-10-30
Probity Advisors, Inc.
DECREASED
Shares585 from 593
Change-8 (-1%)
Value$214.7K (-$31.7K)
Filed 2026-10-23
Rasp Wealth Solutions, LLC
NEW
Shares584
Change+584
Value$214.4K
Filed 2026-11-06
WealthBridge Capital Management, LLC
INCREASED
Shares582 from 566
Change+16 (+3%)
Value$213.7K (-$21.5K)
Filed 2026-10-16
JBGlobal.com LLC
UNCHANGED
Shares582 from 582
Change0 (0%)
Value$213.6K (-$28.3K)
Filed 2026-10-13
St. Louis Trust Co
NEW
Shares580
Change+580
Value$212.9K
Filed 2026-11-03
Briaud Financial Planning Inc
NEW
Shares578
Change+578
Value$212.1K
Filed 2026-10-20
LifeGoal Investments, LLC
NEW
Shares577
Change+577
Value$211.8K
Filed 2026-10-09
Elevated Capital Advisors, LLC
DECREASED
Shares577 from 1,594
Change-1,017 (-64%)
Value$211.9K (-$450.7K)
Filed 2026-11-04
Stonehaven Wealth & TAX Solutions, LLC
DECREASED
Shares577 from 610
Change-33 (-5%)
Value$211.8K (-$41.7K)
Filed 2026-10-22
Intelligence Driven Advisers, LLC
DECREASED
Shares576 from 637
Change-61 (-10%)
Value$211.6K (-$53.3K)
Filed 2026-10-09
Capstone Wealth Management, LLC
DECREASED
Shares575 from 844
Change-269 (-32%)
Value$211.1K (-$139.7K)
Filed 2026-11-02
Cornerstone Planning Group LLC
DECREASED
Shares575 from 663
Change-88 (-13%)
Value$218.0K (-$67.8K)
Filed 2026-10-16
Vicus Capital
INCREASED
Shares572 from 569
Change+3 (+1%)
Value$209.8K (-$26.7K)
Filed 2026-11-05
Occidental Asset Management, LLC
INCREASED
Shares571 from 532
Change+39 (+7%)
Value$209.5K (-$11.5K)
Filed 2026-11-05
Ridgecrest Wealth Partners, LLC
INCREASED
Shares569 from 557
Change+12 (+2%)
Value$208.9K (-$22.6K)
Filed 2026-10-19
Latitude Advisors, LLC
DECREASED
Shares568 from 585
Change-17 (-3%)
Value$208.4K (-$34.8K)
Filed 2026-10-27
Flywheel Private Wealth LLC
UNCHANGED
Shares567 from 567
Change0 (0%)
Value$208.1K (-$27.5K)
Filed 2026-11-02
First United Bank & Trust
DECREASED
Shares566 from 593
Change-27 (-5%)
Value$207.8K (-$38.7K)
Filed 2026-10-22
Challenger Wealth Management
DECREASED
Shares565 from 566
Change-1 (0%)
Value$207.5K (-$27.9K)
Filed 2026-10-30
Orgel Wealth Management, LLC
UNCHANGED
Shares565 from 565
Change0 (0%)
Value$207.4K (-$27.4K)
Filed 2026-10-14
DLK Investment Management, LLC
DECREASED
Shares563 from 11,274
Change-10,711 (-95%)
Value$206.7K (-$5.5M)
Filed 2026-10-09
Reap Financial Group, LLC
INCREASED
Shares563 from 519
Change+44 (+8%)
Value$206.7K (-$9.1K)
Filed 2026-11-02
Atlas Private Wealth Advisors
UNCHANGED
Shares563 from 563
Change0 (0%)
Value$206.7K (-$27.3K)
Filed 2026-10-23
Centerpoint Advisory Group
INCREASED
Shares562 from 547
Change+15 (+3%)
Value$206.3K (-$21.1K)
Filed 2026-10-23
Valley Brook Capital Group, Inc.
UNCHANGED
Shares562 from 562
Change0 (0%)
Value$206.3K (-$27.3K)
Filed 2026-10-26
Wedgewood Investors Inc
UNCHANGED
Shares561 from 561
Change0 (0%)
Value$205.9K (-$27.2K)
Filed 2026-10-28
CGN Advisors LLC
DECREASED
Shares560 from 809
Change-249 (-31%)
Value$205.4K (-$131.0K)
Filed 2026-10-21
Dynamic Financial Group
UNCHANGED
Shares560 from 560
Change0 (0%)
Value$205.6K (-$27.2K)
Filed 2026-10-28
Seven Mile Advisory
DECREASED
Shares559 from 754
Change-195 (-26%)
Value$205.2K (-$108.2K)
Filed 2026-10-22
Legacy Capital Wealth Partners, LLC
DECREASED
Shares558 from 573
Change-15 (-3%)
Value$204.9K (-$33.4K)
Filed 2026-10-21
Park Place Capital Corp
INCREASED
Shares558 from 544
Change+14 (+3%)
Value$204.8K (-$21.3K)
Filed 2026-11-09
25 LLC
DECREASED
Shares557 from 564
Change-7 (-1%)
Value$204.5K (-$30.0K)
Filed 2026-10-13
North Capital, Inc.
NEW
Shares556
Change+556
Value$210.0K
Filed 2026-10-16
WMG Financial Advisors, LLC
UNCHANGED
Shares556 from 556
Change0 (0%)
Value$231.1K ($0)
Filed 2026-10-28
SeaBridge Investment Advisors LLC
NEW
Shares555
Change+555
Value$203.7K
Filed 2026-11-02
Walker Asset Management, LLC
INCREASED
Shares554 from 551
Change+3 (+1%)
Value$203.5K (-$25.6K)
Filed 2026-10-13
First Financial Bank - Trust Division
DECREASED
Shares554 from 556
Change-2 (0%)
Value$203.4K (-$27.7K)
Filed 2026-10-01
M. Kraus & Co
DECREASED
Shares553 from 578
Change-25 (-4%)
Value$203.0K (-$37.2K)
Filed 2026-10-20
Financial Insights, Inc.
DECREASED
Shares552 from 603
Change-51 (-8%)
Value$202.6K (-$48.0K)
Filed 2026-10-27
Kuhn & Co Investment Counsel
DECREASED
Shares550 from 596
Change-46 (-8%)
Value$201.9K (-$45.8K)
Filed 2026-10-29
Seros Financial, LLC
DECREASED
Shares550 from 569
Change-19 (-3%)
Value$201.9K (-$34.7K)
Filed 2026-10-21
Founders Capital Management
UNCHANGED
Shares550 from 550
Change0 (0%)
Value$201.9K (-$26.7K)
Filed 2026-10-13
Vista Capital Partners, Inc.
DECREASED
Shares549 from 1,003
Change-454 (-45%)
Value$201.5K (-$215.4K)
Filed 2026-11-06
Essential Partners LLC
DECREASED
Shares548 from 718
Change-170 (-24%)
Value$201.2K (-$97.3K)
Filed 2026-10-14
Ballew Advisors, Inc
DECREASED
Shares545 from 551
Change-6 (-1%)
Value$202.9K (-$31.4K)
Filed 2026-10-05
Davidson Trust Co
UNCHANGED
Shares545 from 545
Change0 (0%)
Value$200.1K (-$26.5K)
Filed 2026-10-09
Towne Trust Company, N.a
INCREASED
Shares543 from 510
Change+33 (+6%)
Value$199.3K (-$12.6K)
Filed 2026-10-28
Price Financial Group Wealth Management, Inc
INCREASED
Shares541 from 517
Change+24 (+5%)
Value$204.4K (-$16.0K)
Filed 2026-11-02
Meridian Financial Partners LLC
UNCHANGED
Shares534 from 534
Change0 (0%)
Value$217.2K (-$6.3K)
Filed 2026-10-23
Centennial Bank
UNCHANGED
Shares514 from 514
Change0 (0%)
Value$188.7K (-$25.0K)
Filed 2026-11-09
First Community Trust NA
INCREASED
Shares513 from 408
Change+105 (+26%)
Value$188.3K (+$18.7K)
Filed 2026-10-07
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares512 from 512
Change0 (0%)
Value$187.8K (-$24.8K)
Filed 2026-10-15
Newton One Investments LLC
DECREASED
Shares496 from 630
Change-134 (-21%)
Value$182.1K (-$79.7K)
Filed 2026-10-14
Cambridge Financial Group, LLC
UNCHANGED
Shares496 from 496
Change0 (0%)
Value$206.0K ($0)
Filed 2026-10-06
Fortitude Family Office, LLC
INCREASED
Shares495 from 411
Change+84 (+20%)
Value$181.6K (+$10.7K)
Filed 2026-10-14
Global Trust Asset Management, LLC
DECREASED
Shares492 from 536
Change-44 (-8%)
Value$180.6K (-$42.2K)
Filed 2026-10-19
Atlantic Edge Private Wealth Management, LLC
INCREASED
Shares486 from 439
Change+47 (+11%)
Value$178.5K (-$4.2K)
Filed 2026-10-20
Kingdom Financial Group Llc.
INCREASED
Shares486 from 454
Change+32 (+7%)
Value$178.6K (-$10.0K)
Filed 2026-11-04
Reyes Financial Architecture, Inc.
INCREASED
Shares484 from 59
Change+425 (+720%)
Value$177.8K (+$153.2K)
Filed 2026-10-22
Axiom Investment Management LLC
DECREASED
Shares476 from 600
Change-124 (-21%)
Value$174.7K (-$74.7K)
Filed 2026-11-03
City State Bank
INCREASED
Shares471 from 446
Change+25 (+6%)
Value$172.9K (-$12.5K)
Filed 2026-10-20
Princeton Global Asset Management LLC
UNCHANGED
Shares453 from 453
Change0 (0%)
Value$166.1K (-$22.0K)
Filed 2026-10-21
Spirit of America Management Corp
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$165.2K (-$21.8K)
Filed 2026-10-14
Ares Financial Consulting, LLC
INCREASED
Shares448 from 419
Change+29 (+7%)
Value$164.4K (-$9.6K)
Filed 2026-10-19
Covestor Ltd
DECREASED
Shares446 from 933
Change-487 (-52%)
Value$164 (-$387.8K)
Filed 2026-10-30
Tidemark, LLC
INCREASED
Shares446 from 374
Change+72 (+19%)
Value$163.8K (+$8.4K)
Filed 2026-11-09
Pacific Center for Financial Services
INCREASED
Shares445 from 344
Change+101 (+29%)
Value$163.2K (+$20.2K)
Filed 2026-10-15
Hoese & Co LLP
UNCHANGED
Shares445 from 445
Change0 (0%)
Value$163.3K (-$21.6K)
Filed 2026-10-21
Financial Freedom, LLC
NEW
Shares444
Change+444
Value$162.9K
Filed 2026-11-06
Pioneer Family Office, LLC
UNCHANGED
Shares440 from 440
Change0 (0%)
Value$161.5K (-$21.4K)
Filed 2026-10-30
WPG Advisers, LLC
INCREASED
Shares435 from 412
Change+23 (+6%)
Value$159.7K (-$11.6K)
Filed 2026-10-27
Monetary Solutions, Ltd
INCREASED
Shares415 from 399
Change+16 (+4%)
Value$152.3K (-$13.5K)
Filed 2026-10-22
Tsfg, LLC
DECREASED
Shares410 from 759
Change-349 (-46%)
Value$150 (-$314.9K)
Filed 2026-10-23
Meramec Financial Planners, LLC
INCREASED
Shares406 from 322
Change+84 (+26%)
Value$160.0K (+$25.5K)
Filed 2026-11-09
Indiana Trust & Investment Management Co
DECREASED
Shares398 from 441
Change-43 (-10%)
Value$146.1K (-$37.2K)
Filed 2026-10-22
Mascoma Wealth Management LLC
DECREASED
Shares397 from 398
Change-1 (0%)
Value$145.7K (-$19.7K)
Filed 2026-10-23
Highline Wealth Partners LLC
INCREASED
Shares396 from 291
Change+105 (+36%)
Value$145.5K (+$24.8K)
Filed 2026-10-19
Vestor Capital, LLC
DECREASED
Shares391 from 32,600
Change-32,209 (-99%)
Value$159 (-$3.2K)
Filed 2026-11-04
Private Wealth Management Group, LLC
INCREASED
Shares382 from 333
Change+49 (+15%)
Value$140.2K (+$1.8K)
Filed 2026-10-19
Hilton Head Capital Partners, LLC
DECREASED
Shares375 from 517
Change-142 (-27%)
Value$137.7K (-$77.2K)
Filed 2026-10-23
IMG Wealth Management, Inc.
DECREASED
Shares373 from 431
Change-58 (-13%)
Value$136.9K (-$42.2K)
Filed 2026-10-27
Kennebec Savings Bank
UNCHANGED
Shares370 from 370
Change0 (0%)
Value$135.8K (-$18.0K)
Filed 2026-10-22
Bell Investment Advisors, Inc
INCREASED
Shares368 from 351
Change+17 (+5%)
Value$135.1K (-$10.8K)
Filed 2026-10-29
Arlington Trust Co LLC
DECREASED
Shares367 from 428
Change-61 (-14%)
Value$134.7K (-$43.2K)
Filed 2026-10-20
Elevation Wealth Partners, LLC
DECREASED
Shares364 from 368
Change-4 (-1%)
Value$133.6K (-$19.3K)
Filed 2026-10-07
Security National Bank
INCREASED
Shares363 from 283
Change+80 (+28%)
Value$133.3K (+$15.6K)
Filed 2026-10-26
Hager Investment Management Services, LLC
DECREASED
Shares362 from 368
Change-6 (-2%)
Value$132.9K (-$20.1K)
Filed 2026-11-04
Laurel Wealth Advisors LLC
NEW
Shares355
Change+355
Value$130.3K
Filed 2026-10-27
Moisand Fitzgerald Tamayo, LLC
INCREASED
Shares352 from 331
Change+21 (+6%)
Value$129.2K (-$8.4K)
Filed 2026-10-15
Team Financial Group, LLC
NEW
Shares351
Change+351
Value$128.9K
Filed 2026-10-30
Hara Capital LLC
DECREASED
Shares341 from 344
Change-3 (-1%)
Value$125.2K (-$17.8K)
Filed 2026-10-30
Western Pacific Wealth Management, LP
DECREASED
Shares340 from 347
Change-7 (-2%)
Value$124.8K (-$19.4K)
Filed 2026-10-16
Alpine Bank Wealth Management
UNCHANGED
Shares340 from 340
Change0 (0%)
Value$124.8K (-$16.5K)
Filed 2026-10-16
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED
Shares325 from 325
Change0 (0%)
Value$119.3K (-$15.8K)
Filed 2026-10-07
StrongBox Wealth, LLC
INCREASED
Shares319 from 317
Change+2 (+1%)
Value$117.1K (-$14.7K)
Filed 2026-11-02
GK Wealth Management LLC
NEW
Shares314
Change+314
Value$115.2K
Filed 2026-10-09
Wolff Wiese Magana LLC
UNCHANGED
Shares310 from 310
Change0 (0%)
Value$113.8K (-$15.1K)
Filed 2026-10-15
Maj Invest Holding A/S
UNCHANGED
Shares307 from 307
Change0 (0%)
Value$113 (-$15)
Filed 2026-10-27
Abound Wealth Management
INCREASED
Shares304 from 271
Change+33 (+12%)
Value$111.4K (-$1.2K)
Filed 2026-10-26
MB, Levis & Associates, LLC
DECREASED
Shares289 from 302
Change-13 (-4%)
Value$106.1K (-$19.5K)
Filed 2026-10-16
James T. Borello RIA
INCREASED
Shares284 from 274
Change+10 (+4%)
Value$104.3K (-$9.6K)
Filed 2026-10-16
Downshift Financial, LLC
INCREASED
Shares283 from 234
Change+49 (+21%)
Value$103.8K (+$6.6K)
Filed 2026-10-13
Addison Advisors LLC
INCREASED
Shares283 from 267
Change+16 (+6%)
Value$103.9K (-$7.1K)
Filed 2026-11-06
Aspect Partners, LLC
UNCHANGED
Shares283 from 283
Change0 (0%)
Value$103.9K (-$13.7K)
Filed 2026-10-20
Joseph Group Capital Management
DECREASED
Shares280 from 303
Change-23 (-8%)
Value$102.8K (-$23.2K)
Filed 2026-11-04
Community Financial Services Group, LLC
INCREASED
Shares278 from 219
Change+59 (+27%)
Value$101.5K (+$8.1K)
Filed 2026-10-15
GS Investments, Inc.
UNCHANGED
Shares278 from 278
Change0 (0%)
Value$102.0K (-$13.5K)
Filed 2026-11-05
Blume Capital Management, Inc.
UNCHANGED
Shares275 from 275
Change0 (0%)
Value$100.9K (-$13.4K)
Filed 2026-10-26
GoalVest Advisory LLC
INCREASED
Shares271 from 256
Change+15 (+6%)
Value$99.5K (-$6.9K)
Filed 2026-10-02
Trust Co
UNCHANGED
Shares271 from 271
Change0 (0%)
Value$99.5K (-$13.2K)
Filed 2026-10-09
Dogwood Wealth Management LLC
INCREASED
Shares270 from 235
Change+35 (+15%)
Value$99.1K (+$1.4K)
Filed 2026-11-09
Smallwood Wealth Investment Management, LLC
INCREASED
Shares270 from 254
Change+16 (+6%)
Value$99.1K (-$6.5K)
Filed 2026-10-30
Legacies Wealth LLC
INCREASED
Shares264 from 76
Change+188 (+247%)
Value$96.9K (+$65.3K)
Filed 2026-11-02
Kozak & Associates, Inc.
DECREASED
Shares256 from 267
Change-11 (-4%)
Value$104.2K (-$9.9K)
Filed 2026-10-29
Lummis Asset Management, LP
UNCHANGED
Shares256 from 256
Change0 (0%)
Value$94.0K (-$12.4K)
Filed 2026-11-09
Wilkerson Advisory Group LLC
DECREASED
Shares255 from 590
Change-335 (-57%)
Value$93.6K (-$151.6K)
Filed 2026-10-20
NorthAvenue LLC
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$91.8K (-$12.1K)
Filed 2026-10-29
NBH Bank
INCREASED
Shares249 from 248
Change+1 (+0%)
Value$91.4K (-$11.7K)
Filed 2026-11-05
Tradewinds Capital Management, LLC
UNCHANGED
Shares247 from 247
Change0 (0%)
Value$90.7K (-$12.0K)
Filed 2026-10-23
Strengthening Families & Communities, LLC
DECREASED
Shares246 from 372
Change-126 (-34%)
Value$90.5K (-$64.1K)
Filed 2026-10-21
Bank of New Hampshire
UNCHANGED
Shares240 from 240
Change0 (0%)
Value$88.1K (-$11.7K)
Filed 2026-10-06
Blue Bell Private Wealth Management, LLC
INCREASED
Shares235 from 214
Change+21 (+10%)
Value$86.3K (-$2.7K)
Filed 2026-10-29
TrustBank
DECREASED
Shares231 from 235
Change-4 (-2%)
Value$84.8K (-$12.9K)
Filed 2026-10-20
Antipodes Partners Ltd
INCREASED
Shares230 from 228
Change+2 (+1%)
Value$84.4K (-$10.3K)
Filed 2026-11-05
Canton Hathaway, LLC
UNCHANGED
Shares230 from 230
Change0 (0%)
Value$84.4K (-$11.2K)
Filed 2026-10-23
Ascentis Wealth Management, LLC
INCREASED
Shares223 from 59
Change+164 (+278%)
Value$81.9K (+$57.3K)
Filed 2026-11-03
Creative Capital Management Investments LLC
INCREASED
Shares223 from 212
Change+11 (+5%)
Value$81.9K (-$6.3K)
Filed 2026-10-28
Asset Planning,Inc
DECREASED
Shares221 from 246
Change-25 (-10%)
Value$81.3K (-$20.9K)
Filed 2026-10-26
Curat Global, LLC
INCREASED
Shares220 from 168
Change+52 (+31%)
Value$80.8K (+$26.6K)
Filed 2026-10-26
Sankala Group LLC
INCREASED
Shares213 from 209
Change+4 (+2%)
Value$78.4K (-$4.3K)
Filed 2026-11-09
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares211 from 211
Change0 (0%)
Value$77.3K (-$10.6K)
Filed 2026-10-26
Motco
INCREASED
Shares210 from 185
Change+25 (+14%)
Value$77.1K (+$195)
Filed 2026-11-09
Redwood Park Advisors LLC
INCREASED
Shares207 from 91
Change+116 (+127%)
Value$75.9K (+$37.9K)
Filed 2026-11-02
Costello Asset Management, Inc
INCREASED
Shares200 from 163
Change+37 (+23%)
Value$73.4K (+$5.7K)
Filed 2026-10-30
Acima Private Wealth, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$73.4K (-$9.7K)
Filed 2026-10-05
Markowski Investments
DECREASED
Shares198 from 221
Change-23 (-10%)
Value$72.7K (-$19.4K)
Filed 2026-10-30
Clayton Financial Group LLC
NEW
Shares191
Change+191
Value$70.1K
Filed 2026-10-13
Burkett Financial Services, LLC
NEW
Shares182
Change+182
Value$66.8K
Filed 2026-10-01
Hughes Financial Services, LLC
INCREASED
Shares181 from 180
Change+1 (+1%)
Value$74.4K (-$438)
Filed 2026-10-30
Atwood & Palmer Inc
UNCHANGED
Shares181 from 181
Change0 (0%)
Value$66.4K (-$8.8K)
Filed 2026-10-08
Dynamic Wealth Strategies, LLC
INCREASED
Shares173 from 142
Change+31 (+22%)
Value$63.5K (+$4.5K)
Filed 2026-10-16
High Point Wealth Management, LLC
INCREASED
Shares168 from 153
Change+15 (+10%)
Value$61.7K (-$1.9K)
Filed 2026-11-05
Barnes Dennig Private Wealth Management LLC
INCREASED
Shares167 from 165
Change+2 (+1%)
Value$61.3K (-$7.3K)
Filed 2026-10-30
Noble Wealth Management PBC
UNCHANGED
Shares165 from 165
Change0 (0%)
Value$60.6K (-$8.0K)
Filed 2026-10-01
Matrix Trust Co
INCREASED
Shares164 from 146
Change+18 (+12%)
Value$60 (-$1)
Filed 2026-10-07
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares163 from 163
Change0 (0%)
Value$60 (-$7)
Filed 2026-11-04
Darwin Wealth Management, LLC
INCREASED
Shares162 from 127
Change+35 (+28%)
Value$59.6K (+$6.7K)
Filed 2026-11-09
Polaris Financial Partners
NEW
Shares161
Change+161
Value$60
Filed 2026-10-02
Quest 10 Wealth Builders, Inc.
INCREASED
Shares160 from 135
Change+25 (+19%)
Value$58.8K (+$2.8K)
Filed 2026-11-02
Valued Wealth Advisors LLC
DECREASED
Shares160 from 165
Change-5 (-3%)
Value$58.7K (-$9.8K)
Filed 2026-11-05
Southern Michigan Bank & Trust
INCREASED
Shares160 from 158
Change+2 (+1%)
Value$58.7K (-$6.9K)
Filed 2026-10-19
Quaker Wealth Management, LLC
DECREASED
Shares156 from 425
Change-269 (-63%)
Value$57.3K (-$119.5K)
Filed 2026-10-22
Bullock Wealth Management Group
DECREASED
Shares154 from 158
Change-4 (-3%)
Value$56.2K (-$11.2K)
Filed 2026-10-09
Y.D. More Investments Ltd
DECREASED
Shares153 from 258
Change-105 (-41%)
Value$56.2K (-$51.1K)
Filed 2026-11-02
Coston, McIsaac & Partners
UNCHANGED
Shares149 from 149
Change0 (0%)
Value$54.8K (-$7.2K)
Filed 2026-11-06
Hickory Point Bank & Trust
UNCHANGED
Shares149 from 149
Change0 (0%)
Value$54.7K (-$7.2K)
Filed 2026-10-01
Key Capital Management, Inc
INCREASED
Shares146 from 142
Change+4 (+3%)
Value$53.6K (-$5.4K)
Filed 2026-11-03
Rachor Investment Advisory Services, LLC
INCREASED
Shares146 from 145
Change+1 (+1%)
Value$53.5K (-$6.7K)
Filed 2026-10-29
Retirement Wealth Solutions LLC
INCREASED
Shares144 from 123
Change+21 (+17%)
Value$53.0K (+$1.7K)
Filed 2026-10-07
One River Asset Management, LLC
NEW
Shares142
Change+142
Value$52.1K
Filed 2026-10-21
Bangor Savings Bank
UNCHANGED
Shares138 from 138
Change0 (0%)
Value$50.7K (-$6.7K)
Filed 2026-10-06
Fairway Wealth LLC
INCREASED
Shares137 from 26
Change+111 (+427%)
Value$50.3K (+$39.5K)
Filed 2026-10-30
Nemes Rush Group LLC
DECREASED
Shares130 from 140
Change-10 (-7%)
Value$47.8K (-$10.4K)
Filed 2026-11-04
Torren Management, LLC
NEW
Shares125
Change+125
Value$45.9K
Filed 2026-10-29
Entrust Financial LLC
DECREASED
Shares125 from 171
Change-46 (-27%)
Value$45.9K (-$25.2K)
Filed 2026-11-04
Holos Integrated Wealth LLC
INCREASED
Shares125 from 85
Change+40 (+47%)
Value$50.9K (+$14.5K)
Filed 2026-10-23
DiNuzzo Private Wealth, Inc.
DECREASED
Shares125 from 129
Change-4 (-3%)
Value$45.9K (-$7.7K)
Filed 2026-10-16
Pilgrim Partners Asia Pte Ltd
NEW
Shares123
Change+123
Value$45.2K
Filed 2026-10-29
IAG Wealth Partners, LLC
UNCHANGED
Shares122 from 122
Change0 (0%)
Value$44.8K (-$5.9K)
Filed 2026-11-06
WestEnd Advisors, LLC
DECREASED
Shares116 from 156
Change-40 (-26%)
Value$42.6K (-$22.3K)
Filed 2026-10-27
Sfam, LLC
UNCHANGED
Shares116 from 116
Change0 (0%)
Value$42.6K (-$5.6K)
Filed 2026-11-03
Bay Harbor Wealth Management, LLC
INCREASED
Shares113 from 98
Change+15 (+15%)
Value$41.5K (+$748)
Filed 2026-11-03
Cedar Mountain Advisors, LLC
INCREASED
Shares108 from 106
Change+2 (+2%)
Value$39.7K (-$4.4K)
Filed 2026-10-15
Roble, Belko & Company, Inc
INCREASED
Shares105 from 100
Change+5 (+5%)
Value$39 (-$3)
Filed 2026-11-09
SBK Financial, Inc.
UNCHANGED
Shares104 from 104
Change0 (0%)
Value$38.2K (-$5.0K)
Filed 2026-11-02
Align Financial, LLC
INCREASED
Shares103 from 96
Change+7 (+7%)
Value$37.8K (-$2.1K)
Filed 2026-10-16
Comprehensive Financial Planning, Inc.
UNCHANGED
Shares103 from 103
Change0 (0%)
Value$37.8K (-$4.9K)
Filed 2026-10-27
Marquette Asset Management, LLC
UNCHANGED
Shares103 from 103
Change0 (0%)
Value$37.8K (-$5.0K)
Filed 2026-10-09
Horizons Wealth Management
NEW
Shares100
Change+100
Value$36.7K
Filed 2026-10-05
Your Advocates Ltd., LLP
DECREASED
Shares100 from 150
Change-50 (-33%)
Value$36.7K (-$25.6K)
Filed 2026-11-03
Berbice Capital Management LLC
DECREASED
Shares100 from 106
Change-6 (-6%)
Value$36.7K (-$7.3K)
Filed 2026-10-13
IFS Advisors, LLC
INCREASED
Shares97 from 69
Change+28 (+41%)
Value$35.9K (+$7.0K)
Filed 2026-10-14
Signature Resources Capital Management, LLC
INCREASED
Shares97 from 90
Change+7 (+8%)
Value$35.6K (-$1.8K)
Filed 2026-10-16
Lynch Investment Planning, LLC
NEW
Shares95
Change+95
Value$34.9K
Filed 2026-10-27
Maseco LLP
INCREASED
Shares95 from 66
Change+29 (+44%)
Value$34.9K (+$7.5K)
Filed 2026-10-27
KFG LLC
NEW
Shares94
Change+94
Value$34.5K
Filed 2026-11-02
Gleason Group, Inc.
INCREASED
Shares94 from 93
Change+1 (+1%)
Value$34.4K (-$4.3K)
Filed 2026-10-15
Kentucky Trust Co
UNCHANGED
Shares92 from 92
Change0 (0%)
Value$33.8K (-$4.5K)
Filed 2026-10-15
Hurley Capital, LLC
UNCHANGED
Shares85 from 85
Change0 (0%)
Value$31.2K (-$4.0K)
Filed 2026-11-05
UMB Private Wealth Management, LLC
NEW
Shares81
Change+81
Value$29.7K
Filed 2026-10-19
Compass Wealth Management LLC
NEW
Shares80
Change+80
Value$29.4K
Filed 2026-10-22
Beacon Financial Strategies Corp
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$29.4K (-$3.9K)
Filed 2026-10-14
Vision Financial Markets LLC
DECREASED
Shares75 from 100
Change-25 (-25%)
Value$27.5K (-$14.0K)
Filed 2026-10-22
Cranbrook Wealth Management, LLC
UNCHANGED
Shares74 from 74
Change0 (0%)
Value$27.2K (-$3.6K)
Filed 2026-10-28
Albion Financial Group
DECREASED
Shares73 from 83
Change-10 (-12%)
Value$26.9K (-$7.6K)
Filed 2026-10-21
Nvwm, LLC
INCREASED
Shares70 from 37
Change+33 (+89%)
Value$25.7K (+$10.3K)
Filed 2026-10-14
Burk Holdings LLC
INCREASED
Shares70 from 37
Change+33 (+89%)
Value$25.7K (+$10.3K)
Filed 2026-11-05
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$25.8K (-$3.4K)
Filed 2026-10-23
Hyposwiss Advisors SA
UNCHANGED
Shares68 from 68
Change0 (0%)
Value$25.0K (-$3.3K)
Filed 2026-10-26
Daytona Street Capital LLC
UNCHANGED
Shares68 from 68
Change0 (0%)
Value$25.3K (-$3.6K)
Filed 2026-10-15
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
UNCHANGED
Shares68 from 68
Change0 (0%)
Value$25.0K (-$3.3K)
Filed 2026-10-21
Clark Wealth Partners
INCREASED
Shares67 from 59
Change+8 (+14%)
Value$24.6K (+$72)
Filed 2026-10-19
Syntax Research, Inc.
UNCHANGED
Shares67 from 67
Change0 (0%)
Value$24.6K (-$3.3K)
Filed 2026-11-04
Fairman Group, LLC
UNCHANGED
Shares66 from 66
Change0 (0%)
Value$24.3K (-$3.0K)
Filed 2026-10-26
Wormser Freres Gestion
UNCHANGED
Shares65 from 65
Change0 (0%)
Value$23.9K (-$3.2K)
Filed 2026-10-21
Financial Network Wealth Advisors LLC
INCREASED
Shares62 from 37
Change+25 (+68%)
Value$22.8K (+$7.4K)
Filed 2026-10-28
Sima Wealth Partners, LLC
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$22.0K (-$2.9K)
Filed 2026-10-19
William Mack & Associates, Inc.
NEW
Shares59
Change+59
Value$21.7K
Filed 2026-10-27
Meriwether Wealth & Planning, LLC
NEW
Shares58
Change+58
Value$21.3K
Filed 2026-10-13
Decker Retirement Planning Inc.
INCREASED
Shares57 from 38
Change+19 (+50%)
Value$20.9K (+$5.1K)
Filed 2026-10-19
Marshall & Sterling Wealth Advisors Inc.
INCREASED
Shares56 from 51
Change+5 (+10%)
Value$20.6K (-$639)
Filed 2026-10-28
Planning Strategies Inc.
INCREASED
Shares56 from 53
Change+3 (+6%)
Value$20.6K (-$1.5K)
Filed 2026-10-02
United Financial Planning Group LLC
UNCHANGED
Shares54 from 54
Change0 (0%)
Value$19.8K (-$2.6K)
Filed 2026-11-04
Kimelman & Baird, LLC
UNCHANGED
Shares54 from 54
Change0 (0%)
Value$19.8K (-$2.6K)
Filed 2026-11-03
POM Investment Strategies, LLC
DECREASED
Shares52 from 57
Change-5 (-9%)
Value$19.1K (-$4.6K)
Filed 2026-10-20
Pflug Koory, LLC
UNCHANGED
Shares52 from 52
Change0 (0%)
Value$19.1K (-$2.5K)
Filed 2026-10-26
Mechanics Financial Corp
UNCHANGED
Shares52 from 52
Change0 (0%)
Value$19.1K (-$2.5K)
Filed 2026-11-05
MidAtlantic Capital Management, Inc.
NEW
Shares49
Change+49
Value$18.0K
Filed 2026-11-05
Morton Brown Family Wealth, LLC
INCREASED
Shares47 from 46
Change+1 (+2%)
Value$17.3K (-$1.9K)
Filed 2026-10-23
Bank & Trust Co
UNCHANGED
Shares47 from 47
Change0 (0%)
Value$17.3K (-$2.3K)
Filed 2026-10-07
American Capital Advisory, LLC
DECREASED
Shares46 from 143
Change-97 (-68%)
Value$16.9K (-$42.6K)
Filed 2026-10-28
10Elms LLP
NEW
Shares45
Change+45
Value$16.5K
Filed 2026-11-06
Gilpin Wealth Management, LLC
INCREASED
Shares41 from 12
Change+29 (+242%)
Value$15.1K (+$10.1K)
Filed 2026-10-09
DecisionPoint Financial, LLC
DECREASED
Shares40 from 42
Change-2 (-5%)
Value$14.6K (-$3.3K)
Filed 2026-10-27
RHL Group, LLC
DECREASED
Shares39 from 40
Change-1 (-2%)
Value$14.4K (-$2.2K)
Filed 2026-11-04
Virginia Estate & Retirement Planning Advisors Inc.
UNCHANGED
Shares39 from 39
Change0 (0%)
Value$14.3K (-$1.9K)
Filed 2026-10-14
Evolution Wealth Management Inc.
DECREASED
Shares38 from 168
Change-130 (-77%)
Value$13.9K (-$55.9K)
Filed 2026-10-28
Kings Path Partners LLC
UNCHANGED
Shares34 from 34
Change0 (0%)
Value$12.5K (-$1.7K)
Filed 2026-10-21
Chapman Financial Group, LLC
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$12.1K (-$1.6K)
Filed 2026-10-26
PFS Partners, LLC
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$12.1K (-$1.6K)
Filed 2026-10-21
Godsey & Gibb, Inc
INCREASED
Shares30 from 25
Change+5 (+20%)
Value$11.0K (+$622)
Filed 2026-10-14
Philadelphia Investment Partners, LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$11.0K (-$1.5K)
Filed 2026-11-09
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares28 from 297
Change-269 (-91%)
Value$10.3K (-$113.6K)
Filed 2026-10-14
Park Square Financial Group, LLC
INCREASED
Shares28 from 27
Change+1 (+4%)
Value$10.3K (-$944)
Filed 2026-11-09
Three Bridge Wealth Advisors, LLC
NEW
Shares27
Change+27
Value$9.9K
Filed 2026-11-05
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares25 from 34
Change-9 (-26%)
Value$9.2K (-$4.8K)
Filed 2026-10-16
Davis Capital Management
DECREASED
Shares22 from 57
Change-35 (-61%)
Value$8.1K (-$15.6K)
Filed 2026-10-08
First Pacific Financial
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$7.8K (-$972)
Filed 2026-10-14
Cdkv Holdings LLC
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$7.7K (-$970)
Filed 2026-10-28
Bradley & Co. Private Wealth Management, LLC
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$7.7K (-$1.0K)
Filed 2026-10-23
Midwest Capital Advisors, LLC
NEW
Shares20
Change+20
Value$7.3K
Filed 2026-11-04
Hoey Investments, Inc
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$7.3K (-$971)
Filed 2026-10-29
Aventus Investment Advisors, Inc.
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$7.3K (-$971)
Filed 2026-10-09
Transce3nd, LLC
NEW
Shares19
Change+19
Value$7.9K
Filed 2026-10-26
PayPay Securities Corp
DECREASED
Shares19 from 20
Change-1 (-5%)
Value$7.0K (-$1.3K)
Filed 2026-10-27
Investment Research & Advisory Group, Inc.
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$36.8K (+$1.5K)
Filed 2026-10-19
Farmers & Merchants Trust Co of Chambersburg PA
NEW
Shares16
Change+16
Value$6
Filed 2026-10-14
Breakwater Investment Management
INCREASED
Shares16 from 13
Change+3 (+23%)
Value$5.9K (+$470)
Filed 2026-10-20
Legacy Bridge, LLC
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$5.9K (-$777)
Filed 2026-10-28
Bare Financial Services, Inc
DECREASED
Shares15 from 25
Change-10 (-40%)
Value$5.5K (-$4.9K)
Filed 2026-11-04
Carolina Wealth Advisors, LLC
INCREASED
Shares14 from 8
Change+6 (+75%)
Value$5.1K (+$1.8K)
Filed 2026-10-23
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$5.1K (-$679)
Filed 2026-10-28
Catherine Avery Investment Management LLC
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$4.8K (-$631)
Filed 2026-10-14
Vermillion Wealth Management, Inc.
DECREASED
Shares12 from 75
Change-63 (-84%)
Value$4.6K (-$26.7K)
Filed 2026-10-26
RMG Wealth Management LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$5.1K (+$236)
Filed 2026-10-26
Prudent Man Investment Management, Inc.
NEW
Shares11
Change+11
Value$4.0K
Filed 2026-11-03
Main Street Group, LTD
NEW
Shares11
Change+11
Value$3.9K
Filed 2026-10-28
Sunrise Financial Services, LLC
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$4.0K (-$534)
Filed 2026-10-21
Intelligent Financial Strategies
NEW
Shares10
Change+10
Value$3.7K
Filed 2026-10-16
Mountain Hill Investment Partners Corp.
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$3.7K (-$485)
Filed 2026-10-23
CrossGen Wealth, LLC
NEW
Shares7
Change+7
Value$2.6K
Filed 2026-10-30
Next Level Wealth Planning, LLC
NEW
Shares7
Change+7
Value$2.6K
Filed 2026-10-29
Navigoe, LLC
DECREASED
Shares7 from 8
Change-1 (-12%)
Value$2 (-$1)
Filed 2026-11-04
Nvest Wealth Strategies, Inc.
INCREASED
Shares6 from 3
Change+3 (+100%)
Value$2.2K (+$957)
Filed 2026-10-14
Richardson Capital Management LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$1.8K (-$243)
Filed 2026-10-23
McCarley & Cook Financial Planners
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$1.8K (-$243)
Filed 2026-10-21
Networth Advisors, LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$1.5K (-$186)
Filed 2026-11-03
Lloyd Advisory Services, Llc.
NEW
Shares3
Change+3
Value$1.1K
Filed 2026-11-02
Sawyer & Company, Inc
DECREASED
Shares3 from 6
Change-3 (-50%)
Value$1.1K (-$1.4K)
Filed 2026-10-21
3 Factor Indexing, LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$1.1K (-$145)
Filed 2026-10-15
Maryland Capital Advisors Inc.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$735 (-$97)
Filed 2026-10-15
CGC Financial Services, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$367 (-$49)
Filed 2026-10-13
Bear Mountain Capital, Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$401 (-$24)
Filed 2026-11-04
Alberta Investment Management Corp
CLOSED
Shares0 from 42,400
Change-42,400 (-100%)
Value$0 (-$17.6M)
Filed 2026-11-09
Coronation Fund Managers Ltd.
CLOSED
Shares0 from 28,144
Change-28,144 (-100%)
Value$0 (-$11.7M)
Filed 2026-10-27
Bochk Asset Management Ltd
CLOSED
Shares0 from 19,975
Change-19,975 (-100%)
Value$0 (-$8.3M)
Filed 2026-10-29
TB Alternative Assets Ltd.
CLOSED
Shares0 from 15,675
Change-15,675 (-100%)
Value$0 (-$6.5M)
Filed 2026-10-16
Mirae Asset Securities (USA) Inc.
CLOSED
Shares0 from 10,032
Change-10,032 (-100%)
Value$0 (-$4.2M)
Filed 2026-10-15
JB Capital LLC
CLOSED
Shares0 from 8,727
Change-8,727 (-100%)
Value$0 (-$3.6M)
Filed 2026-10-19
Titan Investment Management LLC
CLOSED
Shares0 from 8,376
Change-8,376 (-100%)
Value$0 (-$3.5M)
Filed 2026-10-22
Bellwether Advisors, LLC
CLOSED
Shares0 from 7,404
Change-7,404 (-100%)
Value$0 (-$3.1M)
Filed 2026-11-09
Sustainable Insight Capital Management, LLC
CLOSED
Shares0 from 7,056
Change-7,056 (-100%)
Value$0 (-$2.9M)
Filed 2026-11-06
Center for Wealth Management Advisory
CLOSED
Shares0 from 5,850
Change-5,850 (-100%)
Value$0 (-$2.4M)
Filed 2026-10-23
Morningstar Investment Management LLC
CLOSED
Shares0 from 5,534
Change-5,534 (-100%)
Value$0 (-$1.5M)
Filed 2026-11-09
Arbor Capital Management Inc
CLOSED
Shares0 from 3,319
Change-3,319 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-21
Wellington Shields & Co., LLC
CLOSED
Shares0 from 2,837
Change-2,837 (-100%)
Value$0 (-$1.2M)
Filed 2026-11-03
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 2,797
Change-2,797 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-27
S.A. Mason LLC
CLOSED
Shares0 from 2,372
Change-2,372 (-100%)
Value$0 (-$985.9K)
Filed 2026-10-13
Johnson Financial Group, LLC
CLOSED
Shares0 from 2,285
Change-2,285 (-100%)
Value$0 (-$949.7K)
Filed 2026-11-03
Caitong International Asset Management Co., Ltd
CLOSED
Shares0 from 2,284
Change-2,284 (-100%)
Value$0 (-$949.3K)
Filed 2026-10-29
Check Capital Management Inc
CLOSED
Shares0 from 2,244
Change-2,244 (-100%)
Value$0 (-$932.7K)
Filed 2026-11-05
First Growth Capital LLC
CLOSED
Shares0 from 1,831
Change-1,831 (-100%)
Value$0 (-$761.0K)
Filed 2026-10-15
Skylands Capital, LLC
CLOSED
Shares0 from 1,700
Change-1,700 (-100%)
Value$0 (-$706.6K)
Filed 2026-10-21
Soundwatch Capital LLC
CLOSED
Shares0 from 1,609
Change-1,609 (-100%)
Value$0 (-$668.7K)
Filed 2026-11-04
Grey Ledge Advisors, LLC
CLOSED
Shares0 from 1,476
Change-1,476 (-100%)
Value$0 (-$613.3K)
Filed 2026-11-02
Clark Financial Services Group Inc
CLOSED
Shares0 from 1,397
Change-1,397 (-100%)
Value$0 (-$580.4K)
Filed 2026-10-19
Oakmont Investment Advisors, Inc.
CLOSED
Shares0 from 1,314
Change-1,314 (-100%)
Value$0 (-$546.4K)
Filed 2026-10-21
Hansen & Associates Financial Group, Inc.
CLOSED
Shares0 from 1,186
Change-1,186 (-100%)
Value$0 (-$495.7K)
Filed 2026-11-09
Laurion Capital Management LP
CLOSED
Shares0 from 1,091
Change-1,091 (-100%)
Value$0 (-$453.5K)
Filed 2026-10-30
Knights of Columbus Asset Advisors LLC
CLOSED
Shares0 from 1,074
Change-1,074 (-100%)
Value$0 (-$446.4K)
Filed 2026-11-05
4Wealth Advisors, Inc.
CLOSED
Shares0 from 1,061
Change-1,061 (-100%)
Value$0 (-$445.3K)
Filed 2026-10-13
Hofer & Associates. Inc
CLOSED
Shares0 from 959
Change-959 (-100%)
Value$0 (-$398.7K)
Filed 2026-10-13
Randall & Associates Wealth Management
CLOSED
Shares0 from 948
Change-948 (-100%)
Value$0 (-$394.0K)
Filed 2026-10-20
Greenup Street Wealth Management LLC
CLOSED
Shares0 from 897
Change-897 (-100%)
Value$0 (-$372.8K)
Filed 2026-10-28
Westhampton Capital, LLC
CLOSED
Shares0 from 772
Change-772 (-100%)
Value$0 (-$320.9K)
Filed 2026-10-30
Primoris Wealth Advisors, LLC
CLOSED
Shares0 from 715
Change-715 (-100%)
Value$0 (-$297.2K)
Filed 2026-10-28
Cookson Peirce & Co Inc
CLOSED
Shares0 from 715
Change-715 (-100%)
Value$0 (-$297.2K)
Filed 2026-10-30
Beaton Management Co. Inc.
CLOSED
Shares0 from 700
Change-700 (-100%)
Value$0 (-$291.0K)
Filed 2026-11-09
Fermata Advisors, LLC
CLOSED
Shares0 from 693
Change-693 (-100%)
Value$0 (-$288.1K)
Filed 2026-10-13
DecisionMap Wealth Management, LLC
CLOSED
Shares0 from 659
Change-659 (-100%)
Value$0 (-$273.9K)
Filed 2026-10-29
Rise Advisors, LLC
CLOSED
Shares0 from 641
Change-641 (-100%)
Value$0 (-$266.2K)
Filed 2026-10-16
Alterna Wealth Management, Inc
CLOSED
Shares0 from 636
Change-636 (-100%)
Value$0 (-$264.3K)
Filed 2026-10-27
MBA Advisors LLC
CLOSED
Shares0 from 633
Change-633 (-100%)
Value$0 (-$263.1K)
Filed 2026-10-29
Insight Advisors, LLC/ PA
CLOSED
Shares0 from 616
Change-616 (-100%)
Value$0 (-$256.5K)
Filed 2026-10-22
Axim Planning & Wealth
CLOSED
Shares0 from 609
Change-609 (-100%)
Value$0 (-$253.0K)
Filed 2026-10-28
Able Wealth Management LLC
CLOSED
Shares0 from 605
Change-605 (-100%)
Value$0 (-$251.6K)
Filed 2026-10-13
G&S Capital LLC
CLOSED
Shares0 from 599
Change-599 (-100%)
Value$0 (-$248.9K)
Filed 2026-10-23
G2 Capital Management, LLC / OH
CLOSED
Shares0 from 587
Change-587 (-100%)
Value$0 (-$243.9K)
Filed 2026-10-23
Gemmer Asset Management LLC
CLOSED
Shares0 from 584
Change-584 (-100%)
Value$0 (-$242.7K)
Filed 2026-10-16
Magnolia Wealth Management, LLC
CLOSED
Shares0 from 580
Change-580 (-100%)
Value$0 (-$241.1K)
Filed 2026-10-16
Lawood & Co
CLOSED
Shares0 from 576
Change-576 (-100%)
Value$0 (-$239.4K)
Filed 2026-10-09
Carrera Capital Advisors
CLOSED
Shares0 from 576
Change-576 (-100%)
Value$0 (-$239.4K)
Filed 2026-11-03
Jm2 Capital Inc.
CLOSED
Shares0 from 573
Change-573 (-100%)
Value$0 (-$238.3K)
Filed 2026-10-14
Pekin Hardy Strauss, Inc.
CLOSED
Shares0 from 572
Change-572 (-100%)
Value$0 (-$237.6K)
Filed 2026-11-02
Accelerate Investment Advisors LLC
CLOSED
Shares0 from 562
Change-562 (-100%)
Value$0 (-$233.6K)
Filed 2026-11-02
Howard Bailey Securities, LLC
CLOSED
Shares0 from 562
Change-562 (-100%)
Value$0 (-$233.6K)
Filed 2026-10-27
Plan Group Financial, LLC
CLOSED
Shares0 from 560
Change-560 (-100%)
Value$0 (-$232.9K)
Filed 2026-10-22
Northwest Wealth Management, LLC
CLOSED
Shares0 from 547
Change-547 (-100%)
Value$0 (-$227.4K)
Filed 2026-10-30
Shakespeare Wealth Management, LLC
CLOSED
Shares0 from 546
Change-546 (-100%)
Value$0 (-$226.9K)
Filed 2026-10-28
MN Wealth Advisors, LLC
CLOSED
Shares0 from 544
Change-544 (-100%)
Value$0 (-$226.3K)
Filed 2026-10-23
Stonebridge Financial Group, LLC
CLOSED
Shares0 from 543
Change-543 (-100%)
Value$0 (-$225.6K)
Filed 2026-10-01
Shepherd Financial Partners LLC
CLOSED
Shares0 from 543
Change-543 (-100%)
Value$0 (-$225.9K)
Filed 2026-11-03
Hibernia Wealth Partners, LLC
CLOSED
Shares0 from 542
Change-542 (-100%)
Value$0 (-$225.2K)
Filed 2026-10-29
Spectrum Asset Management, Inc. (NB )
CLOSED
Shares0 from 538
Change-538 (-100%)
Value$0 (-$223.6K)
Filed 2026-10-19
Curran Financial Partners, LLC
CLOSED
Shares0 from 533
Change-533 (-100%)
Value$0 (-$221.6K)
Filed 2026-11-04
TCI Wealth Advisors, Inc.
CLOSED
Shares0 from 532
Change-532 (-100%)
Value$0 (-$221.1K)
Filed 2026-10-30
Lakeshore Financial Planning, Inc.
CLOSED
Shares0 from 530
Change-530 (-100%)
Value$0 (-$220.7K)
Filed 2026-10-13
Wharton Business Group, LLC
CLOSED
Shares0 from 530
Change-530 (-100%)
Value$0 (-$220.2K)
Filed 2026-11-09
Eagle Bay Advisors LLC
CLOSED
Shares0 from 528
Change-528 (-100%)
Value$0 (-$219.6K)
Filed 2026-10-16
Dominguez Wealth Management Solutions, Inc.
CLOSED
Shares0 from 528
Change-528 (-100%)
Value$0 (-$219.5K)
Filed 2026-10-07
Climber Capital SA
CLOSED
Shares0 from 527
Change-527 (-100%)
Value$0 (-$218.6K)
Filed 2026-10-20
Heritage Wealth Management, Inc.
CLOSED
Shares0 from 526
Change-526 (-100%)
Value$0 (-$218.6K)
Filed 2026-10-27
AJ Advisors, LLC
CLOSED
Shares0 from 522
Change-522 (-100%)
Value$0 (-$216.8K)
Filed 2026-10-29
Quantum Financial Partners LLC
CLOSED
Shares0 from 522
Change-522 (-100%)
Value$0 (-$217.0K)
Filed 2026-10-19
Atlatl Advisers LLC
CLOSED
Shares0 from 522
Change-522 (-100%)
Value$0 (-$217.0K)
Filed 2026-10-22
Global Strategic Investment Solutions, LLC
CLOSED
Shares0 from 522
Change-522 (-100%)
Value$0 (-$216.8K)
Filed 2026-10-16
Peddock Capital Advisors, LLC
CLOSED
Shares0 from 521
Change-521 (-100%)
Value$0 (-$216.5K)
Filed 2026-10-16
Flaharty Asset Management, LLC
CLOSED
Shares0 from 520
Change-520 (-100%)
Value$0 (-$221.2K)
Filed 2026-11-02
4J Wealth Management LLC
CLOSED
Shares0 from 519
Change-519 (-100%)
Value$0 (-$215.8K)
Filed 2026-11-02
Phillips Financial Management, LLC
CLOSED
Shares0 from 518
Change-518 (-100%)
Value$0 (-$215.3K)
Filed 2026-10-19
Acorn Creek Capital LLC
CLOSED
Shares0 from 517
Change-517 (-100%)
Value$0 (-$214.9K)
Filed 2026-11-05
One Wealth Capital Management, LLC
CLOSED
Shares0 from 516
Change-516 (-100%)
Value$0 (-$214.5K)
Filed 2026-10-23
Private Management Group Inc
CLOSED
Shares0 from 514
Change-514 (-100%)
Value$0 (-$213.6K)
Filed 2026-11-04
First Citizens Financial Corp
CLOSED
Shares0 from 513
Change-513 (-100%)
Value$0 (-$213.2K)
Filed 2026-10-02
LVZ, Inc.
CLOSED
Shares0 from 510
Change-510 (-100%)
Value$0 (-$211.9K)
Filed 2026-10-20
Pavion Blue Capital, LLC
CLOSED
Shares0 from 508
Change-508 (-100%)
Value$0 (-$211.1K)
Filed 2026-11-05
AAF Wealth Management, LLC
CLOSED
Shares0 from 507
Change-507 (-100%)
Value$0 (-$210.7K)
Filed 2026-10-28
Genesis Private Wealth, LLC
CLOSED
Shares0 from 506
Change-506 (-100%)
Value$0 (-$210.4K)
Filed 2026-11-02
Sterling Group Wealth Management, LLC
CLOSED
Shares0 from 506
Change-506 (-100%)
Value$0 (-$210.3K)
Filed 2026-11-03
Uptick Partners, LLC
CLOSED
Shares0 from 506
Change-506 (-100%)
Value$0 (-$210.3K)
Filed 2026-11-04
Verus Financial Partners, Inc.
CLOSED
Shares0 from 505
Change-505 (-100%)
Value$0 (-$210.1K)
Filed 2026-10-29
Taylor Financial Group, Inc.
CLOSED
Shares0 from 505
Change-505 (-100%)
Value$0 (-$209.9K)
Filed 2026-11-02
Seed Wealth Management, Inc.
CLOSED
Shares0 from 504
Change-504 (-100%)
Value$0 (-$209.5K)
Filed 2026-10-20
Gray Private Wealth, LLC
CLOSED
Shares0 from 503
Change-503 (-100%)
Value$0 (-$209.1K)
Filed 2026-10-28
Leisure Capital Management
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$207.8K)
Filed 2026-11-03
TenCore Partners, LP
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$207.8K)
Filed 2026-11-05
Broadway Wealth Solutions, Inc.
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$207.8K)
Filed 2026-10-21
Old Port Advisors
CLOSED
Shares0 from 497
Change-497 (-100%)
Value$0 (-$206.6K)
Filed 2026-10-23
Parthenon LLC
CLOSED
Shares0 from 495
Change-495 (-100%)
Value$0 (-$205.7K)
Filed 2026-10-22
Powers Advisory Group, LLC
CLOSED
Shares0 from 494
Change-494 (-100%)
Value$0 (-$205.5K)
Filed 2026-10-14
Garrett Wealth Advisory Group, LLC
CLOSED
Shares0 from 493
Change-493 (-100%)
Value$0 (-$204.9K)
Filed 2026-10-22
Opinicus Capital, Inc.
CLOSED
Shares0 from 489
Change-489 (-100%)
Value$0 (-$203.2K)
Filed 2026-10-28
Security Financial Services, Inc.
CLOSED
Shares0 from 489
Change-489 (-100%)
Value$0 (-$203.2K)
Filed 2026-10-29
Steinberganna Wealth Management
CLOSED
Shares0 from 486
Change-486 (-100%)
Value$0 (-$202.0K)
Filed 2026-10-23
Yoder Wealth Management, Inc.
CLOSED
Shares0 from 485
Change-485 (-100%)
Value$0 (-$201.6K)
Filed 2026-10-13
MinichMacGregor Wealth Management, LLC
CLOSED
Shares0 from 485
Change-485 (-100%)
Value$0 (-$201.6K)
Filed 2026-10-14
StoryOne LLC
CLOSED
Shares0 from 484
Change-484 (-100%)
Value$0 (-$201.2K)
Filed 2026-10-13
Traphagen Investment Advisors LLC
CLOSED
Shares0 from 483
Change-483 (-100%)
Value$0 (-$200.6K)
Filed 2026-10-14
Renaissance Investment Group LLC
CLOSED
Shares0 from 482
Change-482 (-100%)
Value$0 (-$200.3K)
Filed 2026-10-28
Cedarwood Wealth LLC
CLOSED
Shares0 from 482
Change-482 (-100%)
Value$0 (-$200.4K)
Filed 2026-11-09
Thrive Capital Management, LLC
CLOSED
Shares0 from 482
Change-482 (-100%)
Value$0 (-$200.1K)
Filed 2026-10-28
Redwood Financial Network Corp
CLOSED
Shares0 from 481
Change-481 (-100%)
Value$0 (-$200.0K)
Filed 2026-11-03
Stone House Investment Management, LLC
CLOSED
Shares0 from 361
Change-361 (-100%)
Value$0 (-$150.2K)
Filed 2026-10-23
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 361
Change-361 (-100%)
Value$0 (-$150.2K)
Filed 2026-11-03
Sherman Asset Management, Inc.
CLOSED
Shares0 from 260
Change-260 (-100%)
Value$0 (-$108.1K)
Filed 2026-11-05
LifeSteps Financial, Inc.
CLOSED
Shares0 from 209
Change-209 (-100%)
Value$0 (-$86.9K)
Filed 2026-10-15
BankPlus Trust Department
CLOSED
Shares0 from 194
Change-194 (-100%)
Value$0 (-$80.6K)
Filed 2026-11-06
Brooklyn FI, LLC
CLOSED
Shares0 from 182
Change-182 (-100%)
Value$0 (-$78.5K)
Filed 2026-11-05
Whipplewood Advisors, LLC
CLOSED
Shares0 from 152
Change-152 (-100%)
Value$0 (-$63.2K)
Filed 2026-10-20
Islay Capital Management, LLC
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$41.6K)
Filed 2026-10-20
Solstein Capital, LLC
CLOSED
Shares0 from 98
Change-98 (-100%)
Value$0 (-$40.7K)
Filed 2026-11-02
Evolution Advisers, Inc.
CLOSED
Shares0 from 78
Change-78 (-100%)
Value$0 (-$32)
Filed 2026-11-06
Robinswood Financial LLC
CLOSED
Shares0 from 78
Change-78 (-100%)
Value$0 (-$32.6K)
Filed 2026-10-20
Gill Capital Partners, LLC
CLOSED
Shares0 from 62
Change-62 (-100%)
Value$0 (-$25.8K)
Filed 2026-10-13
Bullseye Investment Management, LLC
CLOSED
Shares0 from 55
Change-55 (-100%)
Value$0 (-$22.9K)
Filed 2026-10-29
Heritage Wealth Advisors
CLOSED
Shares0 from 34
Change-34 (-100%)
Value$0 (-$14.1K)
Filed 2026-11-09
Old Second National Bank of Aurora
CLOSED
Shares0 from 29
Change-29 (-100%)
Value$0 (-$12.1K)
Filed 2026-10-22
CKW Financial Group
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$2)
Filed 2026-10-29
Merrithew & Thorsten Inc
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-11-06
BlackRock, Inc.
N/A
Shares— from 76,863,061
Change-76,863,061 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 59,311,525
Change-59,311,525 (-100%)
Value—
State Street Corp
N/A
Shares— from 45,633,267
Change-45,633,267 (-100%)
Value—
Capital World Investors
N/A
Shares— from 29,887,932
Change-29,887,932 (-100%)
Value—
FMR LLC
N/A
Shares— from 27,992,995
Change-27,992,995 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 24,483,234
Change-24,483,234 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 23,153,813
Change-23,153,813 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 20,246,047
Change-20,246,047 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 19,830,588
Change-19,830,588 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 14,795,456
Change-14,795,456 (-100%)
Value—
Norges Bank
N/A
Shares— from 12,736,973
Change-12,736,973 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 10,675,175
Change-10,675,175 (-100%)
Value—
Capital Research Global Investors
N/A
Shares— from 10,534,177
Change-10,534,177 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 9,735,874
Change-9,735,874 (-100%)
Value—
Dodge & COX
N/A
Shares— from 9,072,258
Change-9,072,258 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 8,761,055
Change-8,761,055 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 8,643,789
Change-8,643,789 (-100%)
Value—
Capital International Investors
N/A
Shares— from 7,789,028
Change-7,789,028 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 7,669,420
Change-7,669,420 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 6,974,132
Change-6,974,132 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 6,858,984
Change-6,858,984 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 6,535,066
Change-6,535,066 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 5,882,462
Change-5,882,462 (-100%)
Value—
Eagle Capital Management LLC
N/A
Shares— from 5,773,026
Change-5,773,026 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 5,181,995
Change-5,181,995 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 5,098,687
Change-5,098,687 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 4,859,820
Change-4,859,820 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 4,510,354
Change-4,510,354 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 4,207,158
Change-4,207,158 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 3,992,237
Change-3,992,237 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 3,741,960
Change-3,741,960 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 3,673,416
Change-3,673,416 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 3,618,579
Change-3,618,579 (-100%)
Value—
UBS Group AG
N/A
Shares— from 3,560,602
Change-3,560,602 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 3,306,337
Change-3,306,337 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 3,010,223
Change-3,010,223 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 2,825,022
Change-2,825,022 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 2,560,041
Change-2,560,041 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 2,553,379
Change-2,553,379 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 2,419,613
Change-2,419,613 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 2,338,034
Change-2,338,034 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 2,071,359
Change-2,071,359 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 2,039,732
Change-2,039,732 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 1,971,121
Change-1,971,121 (-100%)
Value—
National Pension Service
N/A
Shares— from 1,970,332
Change-1,970,332 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,951,573
Change-1,951,573 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 1,924,189
Change-1,924,189 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 1,883,767
Change-1,883,767 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 1,833,046
Change-1,833,046 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 1,781,086
Change-1,781,086 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 1,757,550
Change-1,757,550 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 1,617,653
Change-1,617,653 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 1,613,767
Change-1,613,767 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 1,575,300
Change-1,575,300 (-100%)
Value—
Marshfield Associates
N/A
Shares— from 1,526,157
Change-1,526,157 (-100%)
Value—
Barrow Hanley Mewhinney & Strauss LLC
N/A
Shares— from 1,462,167
Change-1,462,167 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 1,461,895
Change-1,461,895 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 1,443,323
Change-1,443,323 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 1,405,937
Change-1,405,937 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 1,365,269
Change-1,365,269 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 1,363,607
Change-1,363,607 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 1,363,176
Change-1,363,176 (-100%)
Value—
FIL Ltd
N/A
Shares— from 1,346,053
Change-1,346,053 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 1,293,392
Change-1,293,392 (-100%)
Value—
Davis Selected Advisers
N/A
Shares— from 1,274,650
Change-1,274,650 (-100%)
Value—
Farallon Capital Management, L.L.C.
N/A
Shares— from 1,270,532
Change-1,270,532 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 1,206,042
Change-1,206,042 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 1,176,396
Change-1,176,396 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 1,130,593
Change-1,130,593 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 1,123,915
Change-1,123,915 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 1,110,167
Change-1,110,167 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 1,073,625
Change-1,073,625 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 1,064,151
Change-1,064,151 (-100%)
Value—
Naya Capital Management UK LTD
N/A
Shares— from 1,051,012
Change-1,051,012 (-100%)
Value—
Hotchkis & Wiley Capital Management LLC
N/A
Shares— from 1,035,250
Change-1,035,250 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 990,157
Change-990,157 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 983,340
Change-983,340 (-100%)
Value—
Lord, Abbett & Co. LLC
N/A
Shares— from 977,276
Change-977,276 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 972,743
Change-972,743 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 877,866
Change-877,866 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 867,432
Change-867,432 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 866,272
Change-866,272 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 842,562
Change-842,562 (-100%)
Value—
Longview Partners (Guernsey) LTD
N/A
Shares— from 842,497
Change-842,497 (-100%)
Value—
Aviva PLC
N/A
Shares— from 835,665
Change-835,665 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 830,855
Change-830,855 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 822,387
Change-822,387 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 812,012
Change-812,012 (-100%)
Value—
Jennison Associates LLC
N/A
Shares— from 806,788
Change-806,788 (-100%)
Value—
APG Asset Management N.V.
N/A
Shares— from 793,553
Change-793,553 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 770,923
Change-770,923 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 762,851
Change-762,851 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 752,620
Change-752,620 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 745,305
Change-745,305 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 719,466
Change-719,466 (-100%)
Value—
Ruane, Cunniff & Goldfarb L.P.
N/A
Shares— from 705,554
Change-705,554 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 703,580
Change-703,580 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 693,381
Change-693,381 (-100%)
Value—
T. Rowe Price Investment Management, Inc.
N/A
Shares— from 685,152
Change-685,152 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 682,746
Change-682,746 (-100%)
Value—
Maple Rock Capital Partners Inc.
N/A
Shares— from 681,100
Change-681,100 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 655,219
Change-655,219 (-100%)
Value—
Capitolis Liquid Global Markets LLC
N/A
Shares— from 650,742
Change-650,742 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 648,005
Change-648,005 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 630,368
Change-630,368 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 601,489
Change-601,489 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 581,089
Change-581,089 (-100%)
Value—
London Co of Virginia
N/A
Shares— from 569,127
Change-569,127 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 564,103
Change-564,103 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 560,346
Change-560,346 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 559,951
Change-559,951 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 536,122
Change-536,122 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 520,103
Change-520,103 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 506,486
Change-506,486 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 504,830
Change-504,830 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 501,433
Change-501,433 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 498,196
Change-498,196 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 494,730
Change-494,730 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 493,719
Change-493,719 (-100%)
Value—
Route One Investment Company, L.P.
N/A
Shares— from 487,725
Change-487,725 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 484,304
Change-484,304 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 477,788
Change-477,788 (-100%)
Value—
Cullen Capital Management, LLC
N/A
Shares— from 475,519
Change-475,519 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 471,529
Change-471,529 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 463,718
Change-463,718 (-100%)
Value—
Storebrand Asset Management AS
N/A
Shares— from 460,561
Change-460,561 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 459,487
Change-459,487 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 453,105
Change-453,105 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 439,320
Change-439,320 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 439,005
Change-439,005 (-100%)
Value—
Patient Capital Management, LLC
N/A
Shares— from 437,773
Change-437,773 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 437,744
Change-437,744 (-100%)
Value—
Brandes Investment Partners, LP
N/A
Shares— from 424,159
Change-424,159 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 416,065
Change-416,065 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 404,425
Change-404,425 (-100%)
Value—
H&H International Investment, LLC
N/A
Shares— from 399,600
Change-399,600 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 389,216
Change-389,216 (-100%)
Value—
Gobi Capital LLC
N/A
Shares— from 386,368
Change-386,368 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 384,640
Change-384,640 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 374,455
Change-374,455 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 367,014
Change-367,014 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 363,796
Change-363,796 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 354,958
Change-354,958 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 349,680
Change-349,680 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 345,085
Change-345,085 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 337,704
Change-337,704 (-100%)
Value—
Capital International, Inc.
N/A
Shares— from 333,850
Change-333,850 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 333,274
Change-333,274 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 330,813
Change-330,813 (-100%)
Value—
Fiduciary Management Inc
N/A
Shares— from 325,962
Change-325,962 (-100%)
Value—
Tredje Ap-fonden
N/A
Shares— from 318,361
Change-318,361 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 307,178
Change-307,178 (-100%)
Value—
Zurich Insurance Group Ltd
N/A
Shares— from 303,916
Change-303,916 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 302,185
Change-302,185 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 302,176
Change-302,176 (-100%)
Value—
Unisphere Establishment
N/A
Shares— from 300,000
Change-300,000 (-100%)
Value—
Employees Provident Fund Board
N/A
Shares— from 300,000
Change-300,000 (-100%)
Value—
Tiger Global Management LLC
N/A
Shares— from 297,452
Change-297,452 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 293,895
Change-293,895 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 293,392
Change-293,392 (-100%)
Value—
Atalanta Sosnoff Capital, LLC
N/A
Shares— from 293,390
Change-293,390 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 281,381
Change-281,381 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 279,089
Change-279,089 (-100%)
Value—
Life Cycle Investment Partners Ltd
N/A
Shares— from 277,679
Change-277,679 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 276,681
Change-276,681 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 272,738
Change-272,738 (-100%)
Value—
Mediolanum International Funds Ltd
N/A
Shares— from 271,734
Change-271,734 (-100%)
Value—
Homestead Advisers Corp
N/A
Shares— from 265,072
Change-265,072 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 262,796
Change-262,796 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 262,463
Change-262,463 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 259,655
Change-259,655 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 254,280
Change-254,280 (-100%)
Value—
Employees Retirement System of Texas
N/A
Shares— from 253,319
Change-253,319 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 246,049
Change-246,049 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 245,796
Change-245,796 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 243,641
Change-243,641 (-100%)
Value—
Menora Mivtachim Holdings Ltd.
N/A
Shares— from 238,278
Change-238,278 (-100%)
Value—
Boston Partners
N/A
Shares— from 235,295
Change-235,295 (-100%)
Value—
Harvest Portfolios Group Inc.
N/A
Shares— from 234,641
Change-234,641 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 223,546
Change-223,546 (-100%)
Value—
Bristol John W & Co Inc
N/A
Shares— from 221,607
Change-221,607 (-100%)
Value—
Bowie Capital Management, LLC
N/A
Shares— from 221,244
Change-221,244 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 218,190
Change-218,190 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 216,192
Change-216,192 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 214,643
Change-214,643 (-100%)
Value—
Meridiem Capital Partners LP
N/A
Shares— from 211,050
Change-211,050 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 207,681
Change-207,681 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 204,810
Change-204,810 (-100%)
Value—
Artisan Partners Limited Partnership
N/A
Shares— from 204,738
Change-204,738 (-100%)
Value—
Cantor Fitzgerald, L. P.
N/A
Shares— from 201,607
Change-201,607 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 201,129
Change-201,129 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 196,716
Change-196,716 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 196,386
Change-196,386 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 195,534
Change-195,534 (-100%)
Value—
Intermede Investment Partners Ltd
N/A
Shares— from 194,489
Change-194,489 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 194,452
Change-194,452 (-100%)
Value—
Fred Alger Management, LLC
N/A
Shares— from 194,327
Change-194,327 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 192,112
Change-192,112 (-100%)
Value—
Scharf Investments, LLC
N/A
Shares— from 189,754
Change-189,754 (-100%)
Value—
Senator Investment Group LP
N/A
Shares— from 186,677
Change-186,677 (-100%)
Value—
Armistice Capital, LLC
N/A
Shares— from 183,000
Change-183,000 (-100%)
Value—
Edgar Lomax Co
N/A
Shares— from 180,225
Change-180,225 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 179,199
Change-179,199 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 178,220
Change-178,220 (-100%)
Value—
Vinva Investment Management Ltd
N/A
Shares— from 177,535
Change-177,535 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 173,383
Change-173,383 (-100%)
Value—
Elo Mutual Pension Insurance Co
N/A
Shares— from 164,522
Change-164,522 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 163,859
Change-163,859 (-100%)
Value—
Freestone Grove Partners LP
N/A
Shares— from 162,682
Change-162,682 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 162,485
Change-162,485 (-100%)
Value—
Orbimed Advisors LLC
N/A
Shares— from 161,100
Change-161,100 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 157,877
Change-157,877 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 154,986
Change-154,986 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 152,840
Change-152,840 (-100%)
Value—
Solel Partners LP
N/A
Shares— from 151,527
Change-151,527 (-100%)
Value—
Polar Capital Holdings Plc
N/A
Shares— from 151,481
Change-151,481 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 149,809
Change-149,809 (-100%)
Value—
Bellevue Group AG
N/A
Shares— from 149,127
Change-149,127 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 148,793
Change-148,793 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 148,639
Change-148,639 (-100%)
Value—
Varma Mutual Pension Insurance Co
N/A
Shares— from 146,662
Change-146,662 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 145,205
Change-145,205 (-100%)
Value—
Primecap Management Co
N/A
Shares— from 144,121
Change-144,121 (-100%)
Value—
AltraVue Capital, LLC
N/A
Shares— from 141,720
Change-141,720 (-100%)
Value—
Cornerstone Investment Partners, LLC
N/A
Shares— from 139,775
Change-139,775 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 139,558
Change-139,558 (-100%)
Value—
NS Partners Ltd
N/A
Shares— from 139,338
Change-139,338 (-100%)
Value—
Fullerton Fund Management Co Ltd.
N/A
Shares— from 137,800
Change-137,800 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 137,102
Change-137,102 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 136,178
Change-136,178 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 135,858
Change-135,858 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 134,704
Change-134,704 (-100%)
Value—
Orbis Allan Gray Ltd
N/A
Shares— from 134,216
Change-134,216 (-100%)
Value—
Ilex Capital Partners (UK) LLP
N/A
Shares— from 132,227
Change-132,227 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 131,429
Change-131,429 (-100%)
Value—
Ilmarinen Mutual Pension Insurance Co
N/A
Shares— from 129,300
Change-129,300 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 127,832
Change-127,832 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 127,354
Change-127,354 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 126,804
Change-126,804 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 126,772
Change-126,772 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 126,388
Change-126,388 (-100%)
Value—
Commerce Bank
N/A
Shares— from 124,329
Change-124,329 (-100%)
Value—
&partners
N/A
Shares— from 123,068
Change-123,068 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 122,360
Change-122,360 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 120,615
Change-120,615 (-100%)
Value—
ING Groep NV
N/A
Shares— from 120,545
Change-120,545 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 119,002
Change-119,002 (-100%)
Value—
Perceptive Advisors LLC
N/A
Shares— from 116,806
Change-116,806 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 116,619
Change-116,619 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 115,374
Change-115,374 (-100%)
Value—
Callodine Capital Management, LP
N/A
Shares— from 114,904
Change-114,904 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 114,521
Change-114,521 (-100%)
Value—
Andra Ap-fonden
N/A
Shares— from 111,175
Change-111,175 (-100%)
Value—
Prudential PLC
N/A
Shares— from 110,510
Change-110,510 (-100%)
Value—
Blue Sparrow, LLC
N/A
Shares— from 110,500
Change-110,500 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 108,565
Change-108,565 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 106,210
Change-106,210 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 105,782
Change-105,782 (-100%)
Value—
Magellan Asset Management Ltd
N/A
Shares— from 104,330
Change-104,330 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 101,901
Change-101,901 (-100%)
Value—
Davidson Kempner Capital Management LP
N/A
Shares— from 101,373
Change-101,373 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 101,264
Change-101,264 (-100%)
Value—
Nearwater Capital Markets, Ltd
N/A
Shares— from 100,000
Change-100,000 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 99,208
Change-99,208 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 97,967
Change-97,967 (-100%)
Value—
Leith Wheeler Investment Counsel Ltd.
N/A
Shares— from 97,475
Change-97,475 (-100%)
Value—
Samlyn Capital, LLC
N/A
Shares— from 97,370
Change-97,370 (-100%)
Value—
Allstate Corp
N/A
Shares— from 95,016
Change-95,016 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 94,610
Change-94,610 (-100%)
Value—
South Dakota Investment Council
N/A
Shares— from 93,988
Change-93,988 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 93,783
Change-93,783 (-100%)
Value—
Rhenman & Partners Asset Management AB
N/A
Shares— from 93,600
Change-93,600 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 93,560
Change-93,560 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 89,772
Change-89,772 (-100%)
Value—
Longaeva Partners L.P.
N/A
Shares— from 88,930
Change-88,930 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 88,730
Change-88,730 (-100%)
Value—
Boone Capital Management LLC
N/A
Shares— from 88,687
Change-88,687 (-100%)
Value—
PFM Health Sciences, LP
N/A
Shares— from 88,276
Change-88,276 (-100%)
Value—
Long Focus Capital Management, LLC
N/A
Shares— from 88,000
Change-88,000 (-100%)
Value—
Causeway Capital Management LLC
N/A
Shares— from 87,447
Change-87,447 (-100%)
Value—
Liberty One Investment Management, LLC
N/A
Shares— from 87,327
Change-87,327 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 86,669
Change-86,669 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 85,497
Change-85,497 (-100%)
Value—
Integral Health Asset Management, LLC
N/A
Shares— from 85,000
Change-85,000 (-100%)
Value—
Ironvine Capital Partners, LLC
N/A
Shares— from 83,943
Change-83,943 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 83,112
Change-83,112 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 82,887
Change-82,887 (-100%)
Value—
LGT Group Foundation
N/A
Shares— from 81,736
Change-81,736 (-100%)
Value—
Soleus Capital Management, L.P.
N/A
Shares— from 80,000
Change-80,000 (-100%)
Value—
Trajan Wealth LLC
N/A
Shares— from 79,527
Change-79,527 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 77,966
Change-77,966 (-100%)
Value—
Prana Capital Management, LP
N/A
Shares— from 77,955
Change-77,955 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 76,617
Change-76,617 (-100%)
Value—
Epoch Investment Partners, Inc.
N/A
Shares— from 75,876
Change-75,876 (-100%)
Value—
CapitalatWork S.A.
N/A
Shares— from 75,775
Change-75,775 (-100%)
Value—
Allianz SE
N/A
Shares— from 74,615
Change-74,615 (-100%)
Value—
Ossiam
N/A
Shares— from 74,017
Change-74,017 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 72,689
Change-72,689 (-100%)
Value—
Blair William & Co
N/A
Shares— from 72,052
Change-72,052 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 71,068
Change-71,068 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 70,577
Change-70,577 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 69,295
Change-69,295 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 68,844
Change-68,844 (-100%)
Value—
Milford Funds LTD
N/A
Shares— from 68,386
Change-68,386 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 68,253
Change-68,253 (-100%)
Value—
Vulcan Value Partners, LLC
N/A
Shares— from 67,309
Change-67,309 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 67,062
Change-67,062 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 66,560
Change-66,560 (-100%)
Value—
Groupama Asset Managment
N/A
Shares— from 65,529
Change-65,529 (-100%)
Value—
Woodbridge Co LTD
N/A
Shares— from 65,300
Change-65,300 (-100%)
Value—
BlackBarn Capital Partners LP
N/A
Shares— from 65,000
Change-65,000 (-100%)
Value—
BloombergSen Inc.
N/A
Shares— from 64,936
Change-64,936 (-100%)
Value—
Cumberland Partners Ltd
N/A
Shares— from 64,734
Change-64,734 (-100%)
Value—
Montanova Capital, LLC
N/A
Shares— from 64,130
Change-64,130 (-100%)
Value—
Rock Springs Capital Management LP
N/A
Shares— from 63,750
Change-63,750 (-100%)
Value—
ArrowMark Colorado Holdings LLC
N/A
Shares— from 63,630
Change-63,630 (-100%)
Value—
Saudi Central Bank
N/A
Shares— from 63,538
Change-63,538 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 63,267
Change-63,267 (-100%)
Value—
Auxier Asset Management LLC
N/A
Shares— from 63,119
Change-63,119 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 62,948
Change-62,948 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 62,682
Change-62,682 (-100%)
Value—
Distillate Capital Partners LLC
N/A
Shares— from 62,058
Change-62,058 (-100%)
Value—
Wesleyan Assurance Society
N/A
Shares— from 61,795
Change-61,795 (-100%)
Value—
Man Group plc
N/A
Shares— from 61,679
Change-61,679 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 60,311
Change-60,311 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 59,730
Change-59,730 (-100%)
Value—
First Long Island Investors, LLC
N/A
Shares— from 58,973
Change-58,973 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 57,834
Change-57,834 (-100%)
Value—
Kentucky Retirement Systems
N/A
Shares— from 57,448
Change-57,448 (-100%)
Value—
Systematic Alpha Investments, LLC
N/A
Shares— from 57,323
Change-57,323 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 57,173
Change-57,173 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 57,080
Change-57,080 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 56,842
Change-56,842 (-100%)
Value—
Parkman Healthcare Partners LLC
N/A
Shares— from 55,921
Change-55,921 (-100%)
Value—
RBF Capital, LLC
N/A
Shares— from 55,000
Change-55,000 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 54,979
Change-54,979 (-100%)
Value—
Crawford Investment Counsel Inc
N/A
Shares— from 54,914
Change-54,914 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 54,858
Change-54,858 (-100%)
Value—
AustralianSuper Pty Ltd
N/A
Shares— from 54,392
Change-54,392 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 53,409
Change-53,409 (-100%)
Value—
Warther Private Wealth, LLC
N/A
Shares— from 53,409
Change-53,409 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 53,315
Change-53,315 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 52,494
Change-52,494 (-100%)
Value—
Opal Capital LLC
N/A
Shares— from 52,435
Change-52,435 (-100%)
Value—
Eversept Partners, LP
N/A
Shares— from 51,145
Change-51,145 (-100%)
Value—
CTC LLC
N/A
Shares— from 51,033
Change-51,033 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 49,683
Change-49,683 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 48,142
Change-48,142 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 48,031
Change-48,031 (-100%)
Value—
Lombard Odier Asset Management (Switzerland) SA
N/A
Shares— from 46,643
Change-46,643 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 46,406
Change-46,406 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 46,399
Change-46,399 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 46,297
Change-46,297 (-100%)
Value—
Intesa Sanpaolo S.p.A.
N/A
Shares— from 45,121
Change-45,121 (-100%)
Value—
Stephens Inc
N/A
Shares— from 44,658
Change-44,658 (-100%)
Value—
S&CO Inc
N/A
Shares— from 43,984
Change-43,984 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 42,490
Change-42,490 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 42,380
Change-42,380 (-100%)
Value—
First Eagle Investment Management, LLC
N/A
Shares— from 42,364
Change-42,364 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 41,792
Change-41,792 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 40,028
Change-40,028 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 39,455
Change-39,455 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 39,178
Change-39,178 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 39,056
Change-39,056 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 38,907
Change-38,907 (-100%)
Value—
Capital International Sarl
N/A
Shares— from 38,210
Change-38,210 (-100%)
Value—
Northwest & Ethical Investments L.P.
N/A
Shares— from 38,203
Change-38,203 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 38,132
Change-38,132 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 38,062
Change-38,062 (-100%)
Value—
Callahan Advisors, LLC
N/A
Shares— from 37,538
Change-37,538 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 36,707
Change-36,707 (-100%)
Value—
Stamos Capital Partners, L.P.
N/A
Shares— from 36,620
Change-36,620 (-100%)
Value—
Kelly Lawrence W & Associates Inc
N/A
Shares— from 36,429
Change-36,429 (-100%)
Value—
Dividend Assets Capital, LLC
N/A
Shares— from 36,067
Change-36,067 (-100%)
Value—
TriCert Investment Counsel Inc.
N/A
Shares— from 35,997
Change-35,997 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 35,863
Change-35,863 (-100%)
Value—
Oberndorf William E
N/A
Shares— from 35,553
Change-35,553 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 34,376
Change-34,376 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 34,359
Change-34,359 (-100%)
Value—
Commerzbank Aktiengesellschaft
N/A
Shares— from 33,870
Change-33,870 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 33,854
Change-33,854 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 33,700
Change-33,700 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 33,445
Change-33,445 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 33,330
Change-33,330 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 33,317
Change-33,317 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 33,206
Change-33,206 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 33,058
Change-33,058 (-100%)
Value—
One Fin Capital Management LP
N/A
Shares— from 33,000
Change-33,000 (-100%)
Value—
Westpac Banking Corp
N/A
Shares— from 32,963
Change-32,963 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 32,289
Change-32,289 (-100%)
Value—
Empirical Finance, LLC
N/A
Shares— from 32,262
Change-32,262 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 32,198
Change-32,198 (-100%)
Value—
683 Capital Management, LLC
N/A
Shares— from 32,000
Change-32,000 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 31,848
Change-31,848 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 31,173
Change-31,173 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 31,096
Change-31,096 (-100%)
Value—
Taikang Asset Management (Hong Kong) Co Ltd
N/A
Shares— from 30,960
Change-30,960 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 30,911
Change-30,911 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 30,333
Change-30,333 (-100%)
Value—
Steadfast Capital Management LP
N/A
Shares— from 30,050
Change-30,050 (-100%)
Value—
Elwood Capital Partners LP
N/A
Shares— from 30,028
Change-30,028 (-100%)
Value—
Ally Financial Inc.
N/A
Shares— from 30,000
Change-30,000 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 29,432
Change-29,432 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 29,267
Change-29,267 (-100%)
Value—
Hardman Johnston Global Advisors LLC
N/A
Shares— from 29,181
Change-29,181 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 29,117
Change-29,117 (-100%)
Value—
Osmosis Investment Management UK Ltd
N/A
Shares— from 28,873
Change-28,873 (-100%)
Value—
IQ EQ Fund Management (Ireland) Ltd
N/A
Shares— from 28,839
Change-28,839 (-100%)
Value—
Slate Path Capital LP
N/A
Shares— from 28,300
Change-28,300 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 28,270
Change-28,270 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 28,060
Change-28,060 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 27,843
Change-27,843 (-100%)
Value—
VAN DEN Berg Management I, Inc
N/A
Shares— from 27,680
Change-27,680 (-100%)
Value—
Redwood Capital Management, LLC
N/A
Shares— from 27,500
Change-27,500 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 27,417
Change-27,417 (-100%)
Value—
Mufg Securities Americas Inc.
N/A
Shares— from 27,352
Change-27,352 (-100%)
Value—
Punch & Associates Investment Management, Inc.
N/A
Shares— from 27,021
Change-27,021 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 27,000
Change-27,000 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 26,885
Change-26,885 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 26,856
Change-26,856 (-100%)
Value—
Catalyst Funds Management Pty Ltd
N/A
Shares— from 26,560
Change-26,560 (-100%)
Value—
Parus Finance (UK) Ltd
N/A
Shares— from 26,515
Change-26,515 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 26,366
Change-26,366 (-100%)
Value—
RNC Capital Management LLC
N/A
Shares— from 26,098
Change-26,098 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 26,083
Change-26,083 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 25,899
Change-25,899 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 25,806
Change-25,806 (-100%)
Value—
DJE Kapital AG
N/A
Shares— from 25,750
Change-25,750 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 25,742
Change-25,742 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 25,262
Change-25,262 (-100%)
Value—
VAN Lanschot Kempen Investment Management N.V.
N/A
Shares— from 25,173
Change-25,173 (-100%)
Value—
Fora Capital, LLC
N/A
Shares— from 24,857
Change-24,857 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 24,849
Change-24,849 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 24,815
Change-24,815 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 24,404
Change-24,404 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 24,250
Change-24,250 (-100%)
Value—
German American Bancorp, Inc.
N/A
Shares— from 24,246
Change-24,246 (-100%)
Value—
Concord Investment Counsel Inc.
N/A
Shares— from 24,054
Change-24,054 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 23,876
Change-23,876 (-100%)
Value—
Siemens Fonds Invest GmbH
N/A
Shares— from 23,859
Change-23,859 (-100%)
Value—
Kentucky Retirement Systems Insurance Trust Fund
N/A
Shares— from 23,840
Change-23,840 (-100%)
Value—
Amica Mutual Insurance Co
N/A
Shares— from 23,712
Change-23,712 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 23,702
Change-23,702 (-100%)
Value—
Bridger Management, LLC
N/A
Shares— from 23,699
Change-23,699 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 23,140
Change-23,140 (-100%)
Value—
Hamilton Capital Partners Inc.
N/A
Shares— from 23,023
Change-23,023 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 22,967
Change-22,967 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 22,525
Change-22,525 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 22,442
Change-22,442 (-100%)
Value—
Unison Asset Management LLC
N/A
Shares— from 21,421
Change-21,421 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 21,340
Change-21,340 (-100%)
Value—
Westerkirk Capital Inc.
N/A
Shares— from 21,165
Change-21,165 (-100%)
Value—
Titan Wealth (CI) Ltd
N/A
Shares— from 20,843
Change-20,843 (-100%)
Value—
Kennedy Capital Management LLC
N/A
Shares— from 20,414
Change-20,414 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 20,186
Change-20,186 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 20,074
Change-20,074 (-100%)
Value—
Saranac Partners Ltd
N/A
Shares— from 20,032
Change-20,032 (-100%)
Value—
Guardian Capital LP
N/A
Shares— from 19,985
Change-19,985 (-100%)
Value—
Buffalo Business & Estate Services LTD
N/A
Shares— from 19,750
Change-19,750 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 19,673
Change-19,673 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 19,604
Change-19,604 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 19,520
Change-19,520 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 19,360
Change-19,360 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 19,280
Change-19,280 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 19,114
Change-19,114 (-100%)
Value—
Clough Capital Partners L P
N/A
Shares— from 18,849
Change-18,849 (-100%)
Value—
BLI - Banque de Luxembourg Investments
N/A
Shares— from 18,793
Change-18,793 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 18,597
Change-18,597 (-100%)
Value—
Easterly Investment Partners LLC
N/A
Shares— from 18,500
Change-18,500 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 18,085
Change-18,085 (-100%)
Value—
LGT Fund Management Co Ltd.
N/A
Shares— from 17,941
Change-17,941 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 17,805
Change-17,805 (-100%)
Value—
Pentwater Capital Management LP
N/A
Shares— from 17,758
Change-17,758 (-100%)
Value—
Cinctive Capital Management LP
N/A
Shares— from 17,602
Change-17,602 (-100%)
Value—
Huber Capital Management LLC
N/A
Shares— from 17,556
Change-17,556 (-100%)
Value—
Hyperion Capital Advisors LP
N/A
Shares— from 17,416
Change-17,416 (-100%)
Value—
Harber Asset Management LLC
N/A
Shares— from 17,317
Change-17,317 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 17,312
Change-17,312 (-100%)
Value—
Groupe la Francaise
N/A
Shares— from 17,269
Change-17,269 (-100%)
Value—
SaddleRock Capital Management LLC
N/A
Shares— from 17,179
Change-17,179 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 16,983
Change-16,983 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 16,887
Change-16,887 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 16,829
Change-16,829 (-100%)
Value—
DC Investments Management, LLC
N/A
Shares— from 16,692
Change-16,692 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 16,670
Change-16,670 (-100%)
Value—
Twin Capital Management Inc
N/A
Shares— from 16,577
Change-16,577 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 16,514
Change-16,514 (-100%)
Value—
Blue Edge Capital, LLC
N/A
Shares— from 16,489
Change-16,489 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 16,471
Change-16,471 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 15,641
Change-15,641 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 15,639
Change-15,639 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 15,606
Change-15,606 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 15,536
Change-15,536 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 15,176
Change-15,176 (-100%)
Value—
Aimz Investment Advisors, LLC
N/A
Shares— from 15,160
Change-15,160 (-100%)
Value—
EFG International AG
N/A
Shares— from 15,036
Change-15,036 (-100%)
Value—
Sienna Gestion
N/A
Shares— from 14,716
Change-14,716 (-100%)
Value—
Mubadala Investment Co Pjsc
N/A
Shares— from 14,663
Change-14,663 (-100%)
Value—
Science & Technology Partners, L.P.
N/A
Shares— from 14,600
Change-14,600 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 14,581
Change-14,581 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 14,525
Change-14,525 (-100%)
Value—
Caxton Associates LLP
N/A
Shares— from 14,512
Change-14,512 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 14,115
Change-14,115 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 13,871
Change-13,871 (-100%)
Value—
Winmill & Co. Inc
N/A
Shares— from 13,500
Change-13,500 (-100%)
Value—
ABN Amro Bank N.V.
N/A
Shares— from 13,291
Change-13,291 (-100%)
Value—
Sectoral Asset Management Inc
N/A
Shares— from 13,235
Change-13,235 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 13,028
Change-13,028 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 13,019
Change-13,019 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 12,971
Change-12,971 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 12,583
Change-12,583 (-100%)
Value—
Morton Community Bank
N/A
Shares— from 12,546
Change-12,546 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 12,452
Change-12,452 (-100%)
Value—
Jasper Ridge Partners, L.P.
N/A
Shares— from 12,379
Change-12,379 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 12,367
Change-12,367 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 12,076
Change-12,076 (-100%)
Value—
Altrafin AG
N/A
Shares— from 11,931
Change-11,931 (-100%)
Value—
Rench Wealth Management, Inc.
N/A
Shares— from 11,902
Change-11,902 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 11,835
Change-11,835 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 11,817
Change-11,817 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 11,754
Change-11,754 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 11,647
Change-11,647 (-100%)
Value—
Osprey Private Wealth LLC
N/A
Shares— from 11,646
Change-11,646 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 11,562
Change-11,562 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 11,477
Change-11,477 (-100%)
Value—
Hilton Capital Management, LLC
N/A
Shares— from 11,465
Change-11,465 (-100%)
Value—
Onex Canada Asset Management Inc.
N/A
Shares— from 11,436
Change-11,436 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 11,419
Change-11,419 (-100%)
Value—
Palouse Capital Management, Inc.
N/A
Shares— from 11,414
Change-11,414 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 11,317
Change-11,317 (-100%)
Value—
Sandhill Capital Partners LLC
N/A
Shares— from 11,253
Change-11,253 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 11,236
Change-11,236 (-100%)
Value—
Ostrum Asset Management
N/A
Shares— from 11,217
Change-11,217 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 10,999
Change-10,999 (-100%)
Value—
Aurdan Capital Management, LLC
N/A
Shares— from 10,980
Change-10,980 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 10,963
Change-10,963 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 10,928
Change-10,928 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 10,924
Change-10,924 (-100%)
Value—
SIG Brokerage, LP
N/A
Shares— from 10,844
Change-10,844 (-100%)
Value—
Glassy Mountain Advisors, Inc.
N/A
Shares— from 10,782
Change-10,782 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 10,705
Change-10,705 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 10,661
Change-10,661 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 10,577
Change-10,577 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 10,457
Change-10,457 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 10,456
Change-10,456 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 10,456
Change-10,456 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 10,202
Change-10,202 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 10,130
Change-10,130 (-100%)
Value—
Pinnacle Holdings, LLC
N/A
Shares— from 10,102
Change-10,102 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 10,096
Change-10,096 (-100%)
Value—
Bamco Inc
N/A
Shares— from 10,059
Change-10,059 (-100%)
Value—
DoubleLine ETF Adviser LP
N/A
Shares— from 10,041
Change-10,041 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 9,947
Change-9,947 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 9,944
Change-9,944 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 9,889
Change-9,889 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 9,856
Change-9,856 (-100%)
Value—
Modus Advisors, LLC
N/A
Shares— from 9,824
Change-9,824 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 9,771
Change-9,771 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 9,715
Change-9,715 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 9,715
Change-9,715 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 9,688
Change-9,688 (-100%)
Value—
Exome Asset Management LLC
N/A
Shares— from 9,612
Change-9,612 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 9,602
Change-9,602 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 9,583
Change-9,583 (-100%)
Value—
Pack Private Wealth, LLC
N/A
Shares— from 9,566
Change-9,566 (-100%)
Value—
Meiji Yasuda Life Insurance Co
N/A
Shares— from 9,529
Change-9,529 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 9,450
Change-9,450 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 9,445
Change-9,445 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 9,423
Change-9,423 (-100%)
Value—
Weik Capital Management
N/A
Shares— from 9,390
Change-9,390 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 9,386
Change-9,386 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 9,343
Change-9,343 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 9,323
Change-9,323 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 9,224
Change-9,224 (-100%)
Value—
Parsonex Advisory Services, Inc.
N/A
Shares— from 9,219
Change-9,219 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 9,215
Change-9,215 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 9,207
Change-9,207 (-100%)
Value—
Estabrook Capital Management
N/A
Shares— from 9,149
Change-9,149 (-100%)
Value—
Tenere Capital LLC
N/A
Shares— from 9,122
Change-9,122 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 9,062
Change-9,062 (-100%)
Value—
Aviso Financial Inc.
N/A
Shares— from 8,943
Change-8,943 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 8,888
Change-8,888 (-100%)
Value—
Bontempo Ohly Capital Mgmt LLC
N/A
Shares— from 8,831
Change-8,831 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 8,787
Change-8,787 (-100%)
Value—
Meadowbrook Advisors Group, LLC
N/A
Shares— from 8,778
Change-8,778 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 8,751
Change-8,751 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 8,724
Change-8,724 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 8,656
Change-8,656 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 8,622
Change-8,622 (-100%)
Value—
Paralel Advisors LLC
N/A
Shares— from 8,536
Change-8,536 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 8,527
Change-8,527 (-100%)
Value—
Timber Creek Capital Management LLC
N/A
Shares— from 8,503
Change-8,503 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 8,444
Change-8,444 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 8,406
Change-8,406 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 8,294
Change-8,294 (-100%)
Value—
Lighthouse Investment Partners, LLC
N/A
Shares— from 8,285
Change-8,285 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 8,190
Change-8,190 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 8,178
Change-8,178 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 8,104
Change-8,104 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 8,090
Change-8,090 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 8,043
Change-8,043 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 8,027
Change-8,027 (-100%)
Value—
Kensington Investment Counsel, LLC
N/A
Shares— from 8,019
Change-8,019 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 7,973
Change-7,973 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 7,967
Change-7,967 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 7,943
Change-7,943 (-100%)
Value—
Resources Management Corp
N/A
Shares— from 7,911
Change-7,911 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 7,909
Change-7,909 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 7,790
Change-7,790 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 7,767
Change-7,767 (-100%)
Value—
Fairbanks Capital Management, Inc.
N/A
Shares— from 7,722
Change-7,722 (-100%)
Value—
LRT Capital Management, LLC
N/A
Shares— from 7,706
Change-7,706 (-100%)
Value—
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
N/A
Shares— from 7,657
Change-7,657 (-100%)
Value—
Barbara Oil Co.
N/A
Shares— from 7,500
Change-7,500 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 7,422
Change-7,422 (-100%)
Value—
Pinnbrook Capital Management LP
N/A
Shares— from 7,360
Change-7,360 (-100%)
Value—
Ceeto Capital Group, LLC
N/A
Shares— from 7,326
Change-7,326 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 7,271
Change-7,271 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 7,238
Change-7,238 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 7,160
Change-7,160 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 7,033
Change-7,033 (-100%)
Value—
44 Wealth Management LLC
N/A
Shares— from 6,967
Change-6,967 (-100%)
Value—
Quinn Opportunity Partners LLC
N/A
Shares— from 6,900
Change-6,900 (-100%)
Value—
Inkwell Capital LLC
N/A
Shares— from 6,808
Change-6,808 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 6,796
Change-6,796 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 6,777
Change-6,777 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 6,756
Change-6,756 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 6,728
Change-6,728 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 6,711
Change-6,711 (-100%)
Value—
Argo Wealth Advisory, LLC
N/A
Shares— from 6,710
Change-6,710 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 6,703
Change-6,703 (-100%)
Value—
Connable Office Inc
N/A
Shares— from 6,686
Change-6,686 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 6,669
Change-6,669 (-100%)
Value—
Te Ahumairangi Investment Management Ltd
N/A
Shares— from 6,662
Change-6,662 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 6,568
Change-6,568 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 6,539
Change-6,539 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 6,420
Change-6,420 (-100%)
Value—
Titan Investment Solutions Ltd
N/A
Shares— from 6,323
Change-6,323 (-100%)
Value—
New Insight Wealth Advisors
N/A
Shares— from 6,309
Change-6,309 (-100%)
Value—
Permanens Capital L.P.
N/A
Shares— from 6,297
Change-6,297 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 6,295
Change-6,295 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 6,246
Change-6,246 (-100%)
Value—
Royal Capital Wealth Management, LLC
N/A
Shares— from 6,241
Change-6,241 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 6,209
Change-6,209 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 6,197
Change-6,197 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 6,169
Change-6,169 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 6,082
Change-6,082 (-100%)
Value—
Venator Management LLC
N/A
Shares— from 6,065
Change-6,065 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 6,057
Change-6,057 (-100%)
Value—
Hemenway Trust Co LLC
N/A
Shares— from 6,049
Change-6,049 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 6,031
Change-6,031 (-100%)
Value—
Odyssey Group, LLC
N/A
Shares— from 5,991
Change-5,991 (-100%)
Value—
BNP Paribas
N/A
Shares— from 5,923
Change-5,923 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 5,912
Change-5,912 (-100%)
Value—
Dover Advisors, LLC
N/A
Shares— from 5,872
Change-5,872 (-100%)
Value—
Bulltick Wealth Management, LLC
N/A
Shares— from 5,850
Change-5,850 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 5,841
Change-5,841 (-100%)
Value—
Landscape Capital Management, L.L.C.
N/A
Shares— from 5,828
Change-5,828 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 5,817
Change-5,817 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 5,774
Change-5,774 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 5,713
Change-5,713 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 5,649
Change-5,649 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 5,629
Change-5,629 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 5,608
Change-5,608 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 5,582
Change-5,582 (-100%)
Value—
Hillman Capital Management, Inc.
N/A
Shares— from 5,405
Change-5,405 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 5,377
Change-5,377 (-100%)
Value—
All Terrain Financial Advisors, LLC
N/A
Shares— from 5,339
Change-5,339 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 5,329
Change-5,329 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 5,308
Change-5,308 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 5,269
Change-5,269 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 5,215
Change-5,215 (-100%)
Value—
Rowlandmiller & Partners.adv
N/A
Shares— from 5,168
Change-5,168 (-100%)
Value—
Paragon Capital Management LLC
N/A
Shares— from 5,159
Change-5,159 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 5,150
Change-5,150 (-100%)
Value—
Kerrisdale Advisers, LLC
N/A
Shares— from 5,131
Change-5,131 (-100%)
Value—
Bank of Nova Scotia Trust Co
N/A
Shares— from 5,047
Change-5,047 (-100%)
Value—
Moore Capital Management, LP
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Resolute Capital Asset Partners LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 4,996
Change-4,996 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 4,992
Change-4,992 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 4,958
Change-4,958 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 4,952
Change-4,952 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 4,891
Change-4,891 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 4,832
Change-4,832 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 4,776
Change-4,776 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 4,748
Change-4,748 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 4,725
Change-4,725 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 4,725
Change-4,725 (-100%)
Value—
Somerville Kurt F
N/A
Shares— from 4,717
Change-4,717 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 4,716
Change-4,716 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 4,686
Change-4,686 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 4,682
Change-4,682 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 4,681
Change-4,681 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 4,664
Change-4,664 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 4,646
Change-4,646 (-100%)
Value—
Stevens Capital Management LP
N/A
Shares— from 4,600
Change-4,600 (-100%)
Value—
Cladis Investment Advisory, LLC
N/A
Shares— from 4,599
Change-4,599 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 4,587
Change-4,587 (-100%)
Value—
RiverPark Advisors, LLC
N/A
Shares— from 4,579
Change-4,579 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 4,566
Change-4,566 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 4,550
Change-4,550 (-100%)
Value—
Knollwood Investment Advisory, LLC
N/A
Shares— from 4,523
Change-4,523 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 4,507
Change-4,507 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 4,490
Change-4,490 (-100%)
Value—
Alyeska Investment Group, L.P.
N/A
Shares— from 4,458
Change-4,458 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 4,442
Change-4,442 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 4,408
Change-4,408 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 4,395
Change-4,395 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 4,388
Change-4,388 (-100%)
Value—
Neo Ivy Capital Management
N/A
Shares— from 4,386
Change-4,386 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 4,364
Change-4,364 (-100%)
Value—
Zuckerman Investment Group, LLC
N/A
Shares— from 4,351
Change-4,351 (-100%)
Value—
Chancellor Financial Group WB LP
N/A
Shares— from 4,320
Change-4,320 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 4,313
Change-4,313 (-100%)
Value—
George Kaiser Family Foundation
N/A
Shares— from 4,305
Change-4,305 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 4,304
Change-4,304 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 4,301
Change-4,301 (-100%)
Value—
Courage Capital Management LLC
N/A
Shares— from 4,300
Change-4,300 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 4,253
Change-4,253 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 4,249
Change-4,249 (-100%)
Value—
Navera Investment Management Ltd.
N/A
Shares— from 4,230
Change-4,230 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 4,218
Change-4,218 (-100%)
Value—
Stance Capital LLC
N/A
Shares— from 4,207
Change-4,207 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 4,206
Change-4,206 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 4,200
Change-4,200 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 4,196
Change-4,196 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 4,144
Change-4,144 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 4,119
Change-4,119 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 4,005
Change-4,005 (-100%)
Value—
Needham Investment Management LLC
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 3,982
Change-3,982 (-100%)
Value—
Longfellow Investment Management Co LLC
N/A
Shares— from 3,930
Change-3,930 (-100%)
Value—
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A
Shares— from 3,889
Change-3,889 (-100%)
Value—
Soros Fund Management LLC
N/A
Shares— from 3,885
Change-3,885 (-100%)
Value—
Capital Wealth Planning, LLC
N/A
Shares— from 3,845
Change-3,845 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 3,823
Change-3,823 (-100%)
Value—
Elk River Wealth Management LLC
N/A
Shares— from 3,804
Change-3,804 (-100%)
Value—
Storgate, LLC
N/A
Shares— from 3,792
Change-3,792 (-100%)
Value—
Bank Hapoalim BM
N/A
Shares— from 3,780
Change-3,780 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 3,773
Change-3,773 (-100%)
Value—
Invst, LLC
N/A
Shares— from 3,772
Change-3,772 (-100%)
Value—
Defiance ETFs, LLC
N/A
Shares— from 3,760
Change-3,760 (-100%)
Value—
EMC Capital Management
N/A
Shares— from 3,731
Change-3,731 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 3,712
Change-3,712 (-100%)
Value—
Bluefin Capital Management, LLC
N/A
Shares— from 3,700
Change-3,700 (-100%)
Value—
Union Heritage Capital, LLC
N/A
Shares— from 3,692
Change-3,692 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 3,667
Change-3,667 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 3,637
Change-3,637 (-100%)
Value—
Atom Investors LP
N/A
Shares— from 3,624
Change-3,624 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 3,623
Change-3,623 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 3,622
Change-3,622 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 3,597
Change-3,597 (-100%)
Value—
X-Square Capital, LLC
N/A
Shares— from 3,582
Change-3,582 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 3,571
Change-3,571 (-100%)
Value—
1776 Wealth LLC
N/A
Shares— from 3,569
Change-3,569 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 3,565
Change-3,565 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 3,556
Change-3,556 (-100%)
Value—
Dempze Nancy E
N/A
Shares— from 3,546
Change-3,546 (-100%)
Value—
Generation Capital Management LLC
N/A
Shares— from 3,516
Change-3,516 (-100%)
Value—
IQ EQ Fund Management (Singapore) Private Ltd
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
Capital & Planning, LLC
N/A
Shares— from 3,492
Change-3,492 (-100%)
Value—
US Asset Management LLC
N/A
Shares— from 3,477
Change-3,477 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 3,453
Change-3,453 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 3,451
Change-3,451 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 3,451
Change-3,451 (-100%)
Value—
Hartford Funds Management Co LLC
N/A
Shares— from 3,419
Change-3,419 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 3,408
Change-3,408 (-100%)
Value—
Westfield Capital Management Co LP
N/A
Shares— from 3,377
Change-3,377 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 3,353
Change-3,353 (-100%)
Value—
Requisite Capital Management, LLC
N/A
Shares— from 3,338
Change-3,338 (-100%)
Value—
Clare Market Investments LLC
N/A
Shares— from 3,300
Change-3,300 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 3,281
Change-3,281 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 3,268
Change-3,268 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 3,219
Change-3,219 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 3,213
Change-3,213 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 3,200
Change-3,200 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 3,155
Change-3,155 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 3,147
Change-3,147 (-100%)
Value—
Harbour Investment Management LLC
N/A
Shares— from 3,146
Change-3,146 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 3,137
Change-3,137 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 3,128
Change-3,128 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 3,115
Change-3,115 (-100%)
Value—
Hound Partners, LLC
N/A
Shares— from 3,106
Change-3,106 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 3,098
Change-3,098 (-100%)
Value—
Pacific Point Advisors, LLC
N/A
Shares— from 3,088
Change-3,088 (-100%)
Value—
Clarendon Private LLC
N/A
Shares— from 3,086
Change-3,086 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 3,068
Change-3,068 (-100%)
Value—
Connors Investor Services Inc
N/A
Shares— from 3,057
Change-3,057 (-100%)
Value—
Marathon Trading Investment Management LLC
N/A
Shares— from 3,049
Change-3,049 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 3,017
Change-3,017 (-100%)
Value—
Legato Capital Management LLC
N/A
Shares— from 3,017
Change-3,017 (-100%)
Value—
Earnest Partners LLC
N/A
Shares— from 3,005
Change-3,005 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 2,988
Change-2,988 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 2,975
Change-2,975 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 2,945
Change-2,945 (-100%)
Value—
Tolleson Wealth Management, Inc.
N/A
Shares— from 2,942
Change-2,942 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 2,934
Change-2,934 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 2,932
Change-2,932 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 2,907
Change-2,907 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 2,905
Change-2,905 (-100%)
Value—
SBI Okasan Asset Management Co.Ltd.
N/A
Shares— from 2,900
Change-2,900 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 2,881
Change-2,881 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 2,881
Change-2,881 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 2,866
Change-2,866 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 2,855
Change-2,855 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 2,820
Change-2,820 (-100%)
Value—
TCM Advisors, LLC
N/A
Shares— from 2,800
Change-2,800 (-100%)
Value—
Stoneridge Investment Partners LLC
N/A
Shares— from 2,778
Change-2,778 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 2,774
Change-2,774 (-100%)
Value—
Financial Sense Advisors, Inc.
N/A
Shares— from 2,757
Change-2,757 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 2,747
Change-2,747 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 2,721
Change-2,721 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 2,710
Change-2,710 (-100%)
Value—
Acorns Advisers, LLC
N/A
Shares— from 2,706
Change-2,706 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 2,699
Change-2,699 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 2,697
Change-2,697 (-100%)
Value—
Dean Investment Associates, LLC
N/A
Shares— from 2,682
Change-2,682 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 2,681
Change-2,681 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 2,680
Change-2,680 (-100%)
Value—
Legend Capital Advisors LLC
N/A
Shares— from 2,676
Change-2,676 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 2,676
Change-2,676 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 2,669
Change-2,669 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 2,660
Change-2,660 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 2,653
Change-2,653 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 2,649
Change-2,649 (-100%)
Value—
Tailwinds Wealth, LLC
N/A
Shares— from 2,648
Change-2,648 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 2,637
Change-2,637 (-100%)
Value—
Baader Bank Aktiengesellschaft
N/A
Shares— from 2,600
Change-2,600 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 2,593
Change-2,593 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 2,592
Change-2,592 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 2,565
Change-2,565 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 2,552
Change-2,552 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 2,529
Change-2,529 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 2,528
Change-2,528 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 2,523
Change-2,523 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 2,519
Change-2,519 (-100%)
Value—
Granite Harbor Advisors, Inc.
N/A
Shares— from 2,498
Change-2,498 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 2,489
Change-2,489 (-100%)
Value—
Arcus Capital Partners, LLC
N/A
Shares— from 2,489
Change-2,489 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 2,485
Change-2,485 (-100%)
Value—
Cyber Hornet ETFs LLC
N/A
Shares— from 2,473
Change-2,473 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 2,447
Change-2,447 (-100%)
Value—
Counterweight Ventures, LLC
N/A
Shares— from 2,446
Change-2,446 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 2,446
Change-2,446 (-100%)
Value—
Jacobs Equity LLC
N/A
Shares— from 2,443
Change-2,443 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 2,428
Change-2,428 (-100%)
Value—
Sunflower Bank, N.A.
N/A
Shares— from 2,426
Change-2,426 (-100%)
Value—
Sompo Asset Management Co., Ltd.
N/A
Shares— from 2,410
Change-2,410 (-100%)
Value—
Rothschild Capital Partners, LLC
N/A
Shares— from 2,400
Change-2,400 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 2,385
Change-2,385 (-100%)
Value—
Coign Capital Advisors LLC
N/A
Shares— from 2,369
Change-2,369 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 2,363
Change-2,363 (-100%)
Value—
Sagewood Asset Management LP
N/A
Shares— from 2,349
Change-2,349 (-100%)
Value—
DF Dent & Co Inc
N/A
Shares— from 2,319
Change-2,319 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 2,317
Change-2,317 (-100%)
Value—
Richmond Brothers, Inc.
N/A
Shares— from 2,313
Change-2,313 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 2,312
Change-2,312 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 2,299
Change-2,299 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 2,297
Change-2,297 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 2,291
Change-2,291 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 2,280
Change-2,280 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 2,266
Change-2,266 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 2,266
Change-2,266 (-100%)
Value—
S&T Bank
N/A
Shares— from 2,265
Change-2,265 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 2,262
Change-2,262 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 2,262
Change-2,262 (-100%)
Value—
Goepper Burkhardt LLC
N/A
Shares— from 2,257
Change-2,257 (-100%)
Value—
FCA Corp
N/A
Shares— from 2,247
Change-2,247 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 2,237
Change-2,237 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 2,236
Change-2,236 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 2,235
Change-2,235 (-100%)
Value—
Cercano Management LLC
N/A
Shares— from 2,211
Change-2,211 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 2,207
Change-2,207 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 2,202
Change-2,202 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 2,187
Change-2,187 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 2,153
Change-2,153 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 2,141
Change-2,141 (-100%)
Value—
Taylor Hoffman Capital Management LLC
N/A
Shares— from 2,141
Change-2,141 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 2,128
Change-2,128 (-100%)
Value—
Advisory Research Inc
N/A
Shares— from 2,124
Change-2,124 (-100%)
Value—
Wallace Capital Management Inc.
N/A
Shares— from 2,119
Change-2,119 (-100%)
Value—
Broderick Brian C
N/A
Shares— from 2,112
Change-2,112 (-100%)
Value—
CIM Investment Management Inc
N/A
Shares— from 2,106
Change-2,106 (-100%)
Value—
Wilson & Boucher Capital Management, LLC
N/A
Shares— from 2,095
Change-2,095 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 2,069
Change-2,069 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 2,062
Change-2,062 (-100%)
Value—
Legacy Wealth Advisors, LLC
N/A
Shares— from 2,061
Change-2,061 (-100%)
Value—
Vaughan Nelson Investment Management, L.P.
N/A
Shares— from 2,060
Change-2,060 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 2,042
Change-2,042 (-100%)
Value—
Okabena Investment Services Inc
N/A
Shares— from 2,031
Change-2,031 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 2,026
Change-2,026 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 2,024
Change-2,024 (-100%)
Value—
Forty-three Eighteen Advisors, LLC
N/A
Shares— from 2,019
Change-2,019 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 2,007
Change-2,007 (-100%)
Value—
Aspire Growth Partners LLC
N/A
Shares— from 1,999
Change-1,999 (-100%)
Value—
FOX RUN Management, L.L.C.
N/A
Shares— from 1,999
Change-1,999 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 1,996
Change-1,996 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 1,985
Change-1,985 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 1,966
Change-1,966 (-100%)
Value—
Godshalk Welsh Capital Management, Inc.
N/A
Shares— from 1,945
Change-1,945 (-100%)
Value—
Landing Point Financial Group, LLC
N/A
Shares— from 1,938
Change-1,938 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 1,931
Change-1,931 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 1,930
Change-1,930 (-100%)
Value—
Lumbard & Kellner, LLC
N/A
Shares— from 1,928
Change-1,928 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1,921
Change-1,921 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 1,912
Change-1,912 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 1,907
Change-1,907 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 1,900
Change-1,900 (-100%)
Value—
Saber Capital Managment, LLC
N/A
Shares— from 1,900
Change-1,900 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 1,894
Change-1,894 (-100%)
Value—
Teucrium Investment Advisors, LLC
N/A
Shares— from 1,892
Change-1,892 (-100%)
Value—
Alpine Woods Capital Investors, LLC
N/A
Shares— from 1,888
Change-1,888 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 1,880
Change-1,880 (-100%)
Value—
Hodges Capital Management Inc.
N/A
Shares— from 1,875
Change-1,875 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 1,869
Change-1,869 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 1,858
Change-1,858 (-100%)
Value—
KEB Asset Management, LLC
N/A
Shares— from 1,850
Change-1,850 (-100%)
Value—
Diamant Asset Management, Inc.
N/A
Shares— from 1,847
Change-1,847 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 1,847
Change-1,847 (-100%)
Value—
Piedmont Capital Management, LLC
N/A
Shares— from 1,846
Change-1,846 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 1,845
Change-1,845 (-100%)
Value—
Fuller & Thaler Asset Management, Inc.
N/A
Shares— from 1,831
Change-1,831 (-100%)
Value—
Pekao Towarzystwo Funduszy Inwestycyjnych S.A.
N/A
Shares— from 1,824
Change-1,824 (-100%)
Value—
Khazanah Nasional Berhad
N/A
Shares— from 1,823
Change-1,823 (-100%)
Value—
Presidio Capital Management, LLC
N/A
Shares— from 1,822
Change-1,822 (-100%)
Value—
Summitry LLC
N/A
Shares— from 1,821
Change-1,821 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 1,817
Change-1,817 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 1,785
Change-1,785 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 1,782
Change-1,782 (-100%)
Value—
Winthrop Partners - WNY, LLC
N/A
Shares— from 1,780
Change-1,780 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 1,779
Change-1,779 (-100%)
Value—
Broadwater Capital Management LLC
N/A
Shares— from 1,754
Change-1,754 (-100%)
Value—
Blackhawk Capital Partners, LLC
N/A
Shares— from 1,751
Change-1,751 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 1,749
Change-1,749 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 1,746
Change-1,746 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 1,745
Change-1,745 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 1,725
Change-1,725 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 1,702
Change-1,702 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 1,701
Change-1,701 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 1,699
Change-1,699 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 1,699
Change-1,699 (-100%)
Value—
Claris Advisors, LLC / MO /
N/A
Shares— from 1,663
Change-1,663 (-100%)
Value—
Prospect Financial Services LLC
N/A
Shares— from 1,658
Change-1,658 (-100%)
Value—
Resolute Wealth Strategies, LLC
N/A
Shares— from 1,658
Change-1,658 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 1,653
Change-1,653 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 1,646
Change-1,646 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 1,646
Change-1,646 (-100%)
Value—
Caerus Investment Advisors, LLC
N/A
Shares— from 1,640
Change-1,640 (-100%)
Value—
Mustico Financial Group, Inc.
N/A
Shares— from 1,637
Change-1,637 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 1,619
Change-1,619 (-100%)
Value—
Dark Forest Capital Management LP
N/A
Shares— from 1,618
Change-1,618 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 1,607
Change-1,607 (-100%)
Value—
RK Capital Management, LLC
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
Harbor Advisors LLC
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 1,595
Change-1,595 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 1,578
Change-1,578 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 1,574
Change-1,574 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 1,565
Change-1,565 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 1,559
Change-1,559 (-100%)
Value—
Olde Wealth Management, LLC
N/A
Shares— from 1,559
Change-1,559 (-100%)
Value—
Fosun International Ltd
N/A
Shares— from 1,548
Change-1,548 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 1,541
Change-1,541 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 1,540
Change-1,540 (-100%)
Value—
FWG Holdings, LLC
N/A
Shares— from 1,538
Change-1,538 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 1,536
Change-1,536 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 1,531
Change-1,531 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 1,516
Change-1,516 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 1,509
Change-1,509 (-100%)
Value—
Hurricane Capital Advisors LLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Pursue Wealth Partners LLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 1,498
Change-1,498 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 1,494
Change-1,494 (-100%)
Value—
Sandro Wealth Management LLC
N/A
Shares— from 1,494
Change-1,494 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 1,488
Change-1,488 (-100%)
Value—
Ames National Corp
N/A
Shares— from 1,471
Change-1,471 (-100%)
Value—
Aspen Wealth Strategies, LLC
N/A
Shares— from 1,457
Change-1,457 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 1,453
Change-1,453 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 1,449
Change-1,449 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 1,429
Change-1,429 (-100%)
Value—
Persistent Asset Partners Ltd
N/A
Shares— from 1,427
Change-1,427 (-100%)
Value—
Better Way Financial, LLC
N/A
Shares— from 1,420
Change-1,420 (-100%)
Value—
Puzo Michael J
N/A
Shares— from 1,415
Change-1,415 (-100%)
Value—
Forefront Analytics, LLC
N/A
Shares— from 1,409
Change-1,409 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 1,405
Change-1,405 (-100%)
Value—
Dynamic Technology Lab Private Ltd
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
Paces Ferry Wealth Advisors, LLC
N/A
Shares— from 1,393
Change-1,393 (-100%)
Value—
UP Strategic Wealth Investment Advisors LLC
N/A
Shares— from 1,386
Change-1,386 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 1,378
Change-1,378 (-100%)
Value—
RFP Financial Group LLC
N/A
Shares— from 1,377
Change-1,377 (-100%)
Value—
Secured Retirement Advisors, LLC
N/A
Shares— from 1,374
Change-1,374 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 1,367
Change-1,367 (-100%)
Value—
Retirement Planning Group, LLC / NY
N/A
Shares— from 1,359
Change-1,359 (-100%)
Value—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A
Shares— from 1,359
Change-1,359 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 1,345
Change-1,345 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 1,331
Change-1,331 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 1,328
Change-1,328 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 1,317
Change-1,317 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 1,313
Change-1,313 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 1,309
Change-1,309 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 1,300
Change-1,300 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 1,298
Change-1,298 (-100%)
Value—
E-Wealth Partners, LLC
N/A
Shares— from 1,297
Change-1,297 (-100%)
Value—
Custos Family Office, LLC
N/A
Shares— from 1,296
Change-1,296 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 1,294
Change-1,294 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 1,283
Change-1,283 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 1,278
Change-1,278 (-100%)
Value—
Orleans Capital Management Corp
N/A
Shares— from 1,275
Change-1,275 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 1,275
Change-1,275 (-100%)
Value—
EWA, LLC
N/A
Shares— from 1,267
Change-1,267 (-100%)
Value—
Severin Investments, LLC
N/A
Shares— from 1,267
Change-1,267 (-100%)
Value—
Core Alternative Capital
N/A
Shares— from 1,265
Change-1,265 (-100%)
Value—
Bannerstone Capital Management, LLC
N/A
Shares— from 1,257
Change-1,257 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 1,256
Change-1,256 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 1,247
Change-1,247 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 1,246
Change-1,246 (-100%)
Value—
Mirova
N/A
Shares— from 1,246
Change-1,246 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 1,242
Change-1,242 (-100%)
Value—
Fieldview Capital Management, LLC
N/A
Shares— from 1,241
Change-1,241 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 1,234
Change-1,234 (-100%)
Value—
Voya Financial Advisors, Inc.
N/A
Shares— from 1,228
Change-1,228 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 1,228
Change-1,228 (-100%)
Value—
Members Trust Co
N/A
Shares— from 1,225
Change-1,225 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 1,196
Change-1,196 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 1,185
Change-1,185 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 1,182
Change-1,182 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 1,179
Change-1,179 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 1,179
Change-1,179 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 1,177
Change-1,177 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 1,170
Change-1,170 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 1,165
Change-1,165 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 1,143
Change-1,143 (-100%)
Value—
CCM Investment Advisers LLC
N/A
Shares— from 1,131
Change-1,131 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 1,127
Change-1,127 (-100%)
Value—
Clifford Group, LLC
N/A
Shares— from 1,120
Change-1,120 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 1,120
Change-1,120 (-100%)
Value—
Maxele Advisors, LLC
N/A
Shares— from 1,120
Change-1,120 (-100%)
Value—
Alvarez & Marsal Private Wealth Partners, LLC
N/A
Shares— from 1,119
Change-1,119 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 1,113
Change-1,113 (-100%)
Value—
Planning Center, Inc.
N/A
Shares— from 1,112
Change-1,112 (-100%)
Value—
Atlas Wealth LLC
N/A
Shares— from 1,110
Change-1,110 (-100%)
Value—
Ionic Capital Management LLC
N/A
Shares— from 1,109
Change-1,109 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 1,102
Change-1,102 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 1,089
Change-1,089 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 1,088
Change-1,088 (-100%)
Value—
Planning Alternatives LTD
N/A
Shares— from 1,081
Change-1,081 (-100%)
Value—
Copley Financial Group, Inc.
N/A
Shares— from 1,075
Change-1,075 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 1,073
Change-1,073 (-100%)
Value—
Aigen Investment Management, LP
N/A
Shares— from 1,072
Change-1,072 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 1,066
Change-1,066 (-100%)
Value—
Consilio Wealth Advisors, LLC
N/A
Shares— from 1,065
Change-1,065 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 1,064
Change-1,064 (-100%)
Value—
LeClair Wealth Partners LLC
N/A
Shares— from 1,064
Change-1,064 (-100%)
Value—
Palisades Hudson Asset Management, L.P.
N/A
Shares— from 1,047
Change-1,047 (-100%)
Value—
Bellars Harris Wealth Management, LLC
N/A
Shares— from 1,044
Change-1,044 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 1,038
Change-1,038 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 1,023
Change-1,023 (-100%)
Value—
Bolthouse Investments, LLC
N/A
Shares— from 1,021
Change-1,021 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 1,019
Change-1,019 (-100%)
Value—
JMN Financial LLC
N/A
Shares— from 1,003
Change-1,003 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 1,003
Change-1,003 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
SkyView Investment Advisors, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Papamarkou Wellner Asset Management inc.
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 999
Change-999 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 994
Change-994 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 994
Change-994 (-100%)
Value—
Summit Wealth & Retirement Planning, Inc.
N/A
Shares— from 992
Change-992 (-100%)
Value—
Palmer Knight Co
N/A
Shares— from 985
Change-985 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 982
Change-982 (-100%)
Value—
Capital Markets Trading UK LLP
N/A
Shares— from 979
Change-979 (-100%)
Value—
Trinity Legacy Partners, LLC
N/A
Shares— from 976
Change-976 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 974
Change-974 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 965
Change-965 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 963
Change-963 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 962
Change-962 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 961
Change-961 (-100%)
Value—
Affinity Investment Advisors, LLC
N/A
Shares— from 955
Change-955 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 952
Change-952 (-100%)
Value—
Heartland Advisors Inc
N/A
Shares— from 945
Change-945 (-100%)
Value—
Bridgefront Capital, LLC
N/A
Shares— from 939
Change-939 (-100%)
Value—
Intellus Advisors LLC
N/A
Shares— from 934
Change-934 (-100%)
Value—
Satovsky Asset Management LLC
N/A
Shares— from 928
Change-928 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 921
Change-921 (-100%)
Value—
Lafayette Investments, Inc.
N/A
Shares— from 918
Change-918 (-100%)
Value—
SSI Investment Management LLC
N/A
Shares— from 901
Change-901 (-100%)
Value—
Westbourne Investments, Inc.
N/A
Shares— from 900
Change-900 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 898
Change-898 (-100%)
Value—
Simmons Bank
N/A
Shares— from 898
Change-898 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 896
Change-896 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 891
Change-891 (-100%)
Value—
Synergy Financial Group, LTD
N/A
Shares— from 887
Change-887 (-100%)
Value—
Ark Wealth Advisors LLC
N/A
Shares— from 886
Change-886 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 883
Change-883 (-100%)
Value—
Omnia Family Wealth, LLC
N/A
Shares— from 878
Change-878 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 870
Change-870 (-100%)
Value—
SummitTX Capital, L.P.
N/A
Shares— from 870
Change-870 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 865
Change-865 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 860
Change-860 (-100%)
Value—
Jensen Investment Management Inc
N/A
Shares— from 859
Change-859 (-100%)
Value—
Red Wave Investments LLC
N/A
Shares— from 853
Change-853 (-100%)
Value—
Runnymede Capital Advisors, Inc.
N/A
Shares— from 852
Change-852 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 840
Change-840 (-100%)
Value—
Odyssean, LLC
N/A
Shares— from 838
Change-838 (-100%)
Value—
Invictus Private Wealth, LLC
N/A
Shares— from 838
Change-838 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 837
Change-837 (-100%)
Value—
Palisade Capital Management, LP
N/A
Shares— from 832
Change-832 (-100%)
Value—
WJ Financial Advisors LLC
N/A
Shares— from 831
Change-831 (-100%)
Value—
Stillwater Capital Advisors, LLC
N/A
Shares— from 830
Change-830 (-100%)
Value—
Delaney Dennis R
N/A
Shares— from 825
Change-825 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 813
Change-813 (-100%)
Value—
Whetstone Capital Advisors, LLC
N/A
Shares— from 811
Change-811 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 808
Change-808 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 807
Change-807 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 807
Change-807 (-100%)
Value—
New World Advisors LLC
N/A
Shares— from 800
Change-800 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 799
Change-799 (-100%)
Value—
Holistic Financial Partners
N/A
Shares— from 795
Change-795 (-100%)
Value—
PeakShares LLC
N/A
Shares— from 793
Change-793 (-100%)
Value—
Granger Management LLC
N/A
Shares— from 793
Change-793 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 792
Change-792 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 791
Change-791 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 788
Change-788 (-100%)
Value—
White Knight Strategic Wealth Advisors, LLC
N/A
Shares— from 784
Change-784 (-100%)
Value—
AlphaGrep UK Ltd
N/A
Shares— from 781
Change-781 (-100%)
Value—
Calydon Capital
N/A
Shares— from 780
Change-780 (-100%)
Value—
Westshore Wealth, LLC
N/A
Shares— from 779
Change-779 (-100%)
Value—
Heron Bay Capital Management
N/A
Shares— from 776
Change-776 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 771
Change-771 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 766
Change-766 (-100%)
Value—
Oxford Wealth Group, LLC
N/A
Shares— from 763
Change-763 (-100%)
Value—
CTC Alternative Strategies, Ltd.
N/A
Shares— from 760
Change-760 (-100%)
Value—
Magnetar Financial LLC
N/A
Shares— from 759
Change-759 (-100%)
Value—
Genesis Financial Group, LLC
N/A
Shares— from 755
Change-755 (-100%)
Value—
Everest Private Wealth
N/A
Shares— from 754
Change-754 (-100%)
Value—
NCP Inc.
N/A
Shares— from 750
Change-750 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 743
Change-743 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 742
Change-742 (-100%)
Value—
Boston Research & Management Inc
N/A
Shares— from 740
Change-740 (-100%)
Value—
Cedar Wealth Management, LLC
N/A
Shares— from 737
Change-737 (-100%)
Value—
Brooks, Moore & Associates, Inc.
N/A
Shares— from 737
Change-737 (-100%)
Value—
360 Financial, Inc.
N/A
Shares— from 736
Change-736 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 733
Change-733 (-100%)
Value—
Mokan Wealth Management Inc.
N/A
Shares— from 727
Change-727 (-100%)
Value—
Daner Wealth Management, LLC
N/A
Shares— from 720
Change-720 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 720
Change-720 (-100%)
Value—
Christine Messmer PC
N/A
Shares— from 719
Change-719 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 718
Change-718 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 715
Change-715 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 710
Change-710 (-100%)
Value—
STG Securities, LLC
N/A
Shares— from 707
Change-707 (-100%)
Value—
Skandinaviska Enskilda Banken AB (publ)
N/A
Shares— from 707
Change-707 (-100%)
Value—
Allred Capital Management, LLC
N/A
Shares— from 704
Change-704 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 703
Change-703 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 703
Change-703 (-100%)
Value—
Betterment LLC
N/A
Shares— from 697
Change-697 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 696
Change-696 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 696
Change-696 (-100%)
Value—
Abbot Financial Management, Inc.
N/A
Shares— from 695
Change-695 (-100%)
Value—
Permanent Capital Management, LP
N/A
Shares— from 694
Change-694 (-100%)
Value—
Quarry LP
N/A
Shares— from 693
Change-693 (-100%)
Value—
Jupiter Asset Management LTD
N/A
Shares— from 688
Change-688 (-100%)
Value—
Seldon Capital LP
N/A
Shares— from 687
Change-687 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 686
Change-686 (-100%)
Value—
IFS Group,LLC
N/A
Shares— from 682
Change-682 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 680
Change-680 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 675
Change-675 (-100%)
Value—
Kidder Stephen W
N/A
Shares— from 675
Change-675 (-100%)
Value—
Gabelli & Co Investment Advisers, Inc.
N/A
Shares— from 675
Change-675 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 668
Change-668 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 661
Change-661 (-100%)
Value—
Trailhead Planners LLC
N/A
Shares— from 652
Change-652 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 649
Change-649 (-100%)
Value—
Bank OZK
N/A
Shares— from 646
Change-646 (-100%)
Value—
Orcam Financial Group
N/A
Shares— from 645
Change-645 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 645
Change-645 (-100%)
Value—
K.J. Harrison & Partners Inc
N/A
Shares— from 644
Change-644 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 636
Change-636 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 636
Change-636 (-100%)
Value—
Keynote Financial Services LLC
N/A
Shares— from 630
Change-630 (-100%)
Value—
Golden Road Advisors LLC
N/A
Shares— from 626
Change-626 (-100%)
Value—
Seneca House Advisors
N/A
Shares— from 622
Change-622 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 622
Change-622 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 618
Change-618 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 615
Change-615 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 613
Change-613 (-100%)
Value—
Eaton-Cambridge Inc.
N/A
Shares— from 610
Change-610 (-100%)
Value—
Panoramic Capital Partners, LLC
N/A
Shares— from 604
Change-604 (-100%)
Value—
Capital Financial Group Inc\co\
N/A
Shares— from 603
Change-603 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 602
Change-602 (-100%)
Value—
First Dallas Securities Inc.
N/A
Shares— from 600
Change-600 (-100%)
Value—
Independent Family Office, LLC
N/A
Shares— from 600
Change-600 (-100%)
Value—
Arini Capital Management Ltd
N/A
Shares— from 600
Change-600 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 597
Change-597 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 596
Change-596 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 592
Change-592 (-100%)
Value—
Gambit Capital Management, LLC
N/A
Shares— from 591
Change-591 (-100%)
Value—
Dimension Capital Management LLC
N/A
Shares— from 591
Change-591 (-100%)
Value—
First National Advisers, LLC
N/A
Shares— from 588
Change-588 (-100%)
Value—
Viaable, LLC
N/A
Shares— from 586
Change-586 (-100%)
Value—
Polymer Capital Management (US) LLC
N/A
Shares— from 585
Change-585 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 582
Change-582 (-100%)
Value—
Alley Investment Management Company, LLC
N/A
Shares— from 580
Change-580 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 578
Change-578 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 570
Change-570 (-100%)
Value—
Berry Wealth Group, LP
N/A
Shares— from 567
Change-567 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 566
Change-566 (-100%)
Value—
Exit Wealth Advisors, Llc.
N/A
Shares— from 566
Change-566 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 566
Change-566 (-100%)
Value—
Axiom Financial Strategies, LLC
N/A
Shares— from 558
Change-558 (-100%)
Value—
Legacy Capital Wealth Management, LLC
N/A
Shares— from 557
Change-557 (-100%)
Value—
Saiph Capital, LLC
N/A
Shares— from 551
Change-551 (-100%)
Value—
Blom & Howell Financial Planning, Inc.
N/A
Shares— from 549
Change-549 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 549
Change-549 (-100%)
Value—
Cura Wealth Advisors, LLC
N/A
Shares— from 548
Change-548 (-100%)
Value—
FreeGulliver LLC
N/A
Shares— from 547
Change-547 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 544
Change-544 (-100%)
Value—
J.E. Simmons & Co., P.C.
N/A
Shares— from 543
Change-543 (-100%)
Value—
Ducere Wealth Management LLC
N/A
Shares— from 541
Change-541 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 537
Change-537 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 537
Change-537 (-100%)
Value—
Wealthedge Investment Advisors, LLC
N/A
Shares— from 535
Change-535 (-100%)
Value—
Wealth Watch Advisors, Inc
N/A
Shares— from 535
Change-535 (-100%)
Value—
Fortune Financial Advisors, LLC
N/A
Shares— from 530
Change-530 (-100%)
Value—
Stillwater Private Wealth, LLC
N/A
Shares— from 529
Change-529 (-100%)
Value—
Notis-McConarty Edward
N/A
Shares— from 525
Change-525 (-100%)
Value—
Horizon Investment Services, LLC
N/A
Shares— from 525
Change-525 (-100%)
Value—
Investment Advisory Services Group LLC
N/A
Shares— from 523
Change-523 (-100%)
Value—
Bayesian Capital Management, LP
N/A
Shares— from 520
Change-520 (-100%)
Value—
Navellier & Associates Inc
N/A
Shares— from 520
Change-520 (-100%)
Value—
Next Capital Management LLC
N/A
Shares— from 519
Change-519 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 515
Change-515 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 512
Change-512 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 510
Change-510 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 509
Change-509 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 507
Change-507 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 507
Change-507 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 504
Change-504 (-100%)
Value—
Steelhead Wealth Management LLC
N/A
Shares— from 502
Change-502 (-100%)
Value—
Laidlaw Wealth Management LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
University of Chicago
N/A
Shares— from 500
Change-500 (-100%)
Value—
Samjo Management, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Brave Warrior Advisors, LLC
N/A
Shares— from 499
Change-499 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 498
Change-498 (-100%)
Value—
Select Asset Management & Trust
N/A
Shares— from 498
Change-498 (-100%)
Value—
Houlihan Financial Resource Group, Ltd.
N/A
Shares— from 497
Change-497 (-100%)
Value—
Entelevest, LLC
N/A
Shares— from 496
Change-496 (-100%)
Value—
Crestmont Private Wealth LLC
N/A
Shares— from 494
Change-494 (-100%)
Value—
Talisman Wealth Advisors LLC
N/A
Shares— from 494
Change-494 (-100%)
Value—
Beck Mack & Oliver LLC
N/A
Shares— from 493
Change-493 (-100%)
Value—
Empire Financial Management Company, LLC
N/A
Shares— from 490
Change-490 (-100%)
Value—
Laffer Tengler Investments, Inc.
N/A
Shares— from 490
Change-490 (-100%)
Value—
Allium Financial Advisors, LLC
N/A
Shares— from 489
Change-489 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 483
Change-483 (-100%)
Value—
Chatterton & Associates Inc.
N/A
Shares— from 475
Change-475 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 461
Change-461 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 420
Change-420 (-100%)
Value—
NI Acquisitions Company, LLC
N/A
Shares— from 411
Change-411 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 406
Change-406 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 402
Change-402 (-100%)
Value—
Hikari Tsushin, Inc.
N/A
Shares— from 365
Change-365 (-100%)
Value—
Dixon Mitchell Investment Counsel Inc.
N/A
Shares— from 357
Change-357 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 356
Change-356 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 355
Change-355 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 341
Change-341 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 339
Change-339 (-100%)
Value—
Elkhorn Partners Limited Partnership
N/A
Shares— from 330
Change-330 (-100%)
Value—
Standard Family Office LLC
N/A
Shares— from 324
Change-324 (-100%)
Value—
Swisher Financial Concepts, Inc.
N/A
Shares— from 307
Change-307 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 303
Change-303 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 301
Change-301 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 292
Change-292 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 283
Change-283 (-100%)
Value—
Financial Avengers, Inc.
N/A
Shares— from 277
Change-277 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 277
Change-277 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 273
Change-273 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 273
Change-273 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 256
Change-256 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 256
Change-256 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 241
Change-241 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 240
Change-240 (-100%)
Value—
Reyl & Cie S.A.
N/A
Shares— from 232
Change-232 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 229
Change-229 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 228
Change-228 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 215
Change-215 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 215
Change-215 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 214
Change-214 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 204
Change-204 (-100%)
Value—
Ross\johnson & Associates LLC
N/A
Shares— from 202
Change-202 (-100%)
Value—
Capula Management Ltd
N/A
Shares— from 179
Change-179 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 178
Change-178 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 166
Change-166 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 160
Change-160 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 150
Change-150 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 150
Change-150 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 145
Change-145 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 124
Change-124 (-100%)
Value—
Core Capital Management & Research, inc.
N/A
Shares— from 124
Change-124 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 122
Change-122 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 117
Change-117 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 115
Change-115 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 113
Change-113 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 111
Change-111 (-100%)
Value—
Bitterroot Capital Advisors LLC
N/A
Shares— from 110
Change-110 (-100%)
Value—
Premier Financial Group
N/A
Shares— from 110
Change-110 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 99
Change-99 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 96
Change-96 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 92
Change-92 (-100%)
Value—
1248 Management, LLC
N/A
Shares— from 83
Change-83 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 82
Change-82 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 82
Change-82 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 78
Change-78 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 75
Change-75 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 70
Change-70 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 70
Change-70 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 67
Change-67 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 65
Change-65 (-100%)
Value—
Battery Global Advisors, LLC
N/A
Shares— from 60
Change-60 (-100%)
Value—
Knott David M Jr
N/A
Shares— from 57
Change-57 (-100%)
Value—
Altshuler Shaham Ltd
N/A
Shares— from 51
Change-51 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 50
Change-50 (-100%)
Value—
Riverview Trust Co
N/A
Shares— from 50
Change-50 (-100%)
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Oakmont Advisory Group, LLC
N/A
Shares— from 48
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1 North Wealth Services LLC
N/A
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Rogco, LP
N/A
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Tacita Capital Inc
N/A
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Bellevue Asset Management, LLC
N/A
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Vega Investment Solutions
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HFM Investment Advisors, LLC
N/A
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Graney & King, LLC
N/A
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Marshall Investment Management, LLC
N/A
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Silicon Valley Capital Partners
N/A
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Bard Associates Inc
N/A
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Investors Portfolio Services LLC
N/A
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FWL Investment Management, LLC
N/A
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C M Bidwell & Associates LTD
N/A
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Imprint Wealth LLC
N/A
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Tripletail Wealth Management, LLC
N/A
Shares— from 9
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Game Plan Financial Advisors, LLC
N/A
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Luminist Capital LLC
N/A
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Harborfront Financial Group LLC
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Nalls Sherbakoff Group, LLC
N/A
Shares— from 7
Change-7 (-100%)
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Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 6
Change-6 (-100%)
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Seneschal Advisors, LLC
N/A
Shares— from 6
Change-6 (-100%)
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Mpwm Advisory Solutions, LLC
N/A
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Minot DeBlois Advisors LLC
N/A
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Orion Capital Management LLC
N/A
Shares— from 4
Change-4 (-100%)
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Swan Capital LLC
N/A
Shares— from 4
Change-4 (-100%)
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Cordant, Inc.
N/A
Shares— from 2
Change-2 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 1
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Value—
Status
Geode Capital Management, LLC
DECREASED20,745,39021,751,937-1,006,547-5%$9.0B$7.6B-$1.4B2026-11-06
Fisher Asset Management, LLC
INCREASED10,829,6379,082,269+1,747,368+19%$3.8B$4.0B+$200.5M2026-11-06
Bank of New York Mellon Corp
DECREASED10,295,23410,704,994-409,760-4%$4.4B$3.8B-$670.1M2026-11-05
Amundi
INCREASED6,217,0525,054,732+1,162,320+23%$2.1B$2.3B+$181.3M2026-11-06
Sanders Capital, LLC
DECREASED5,706,2925,898,634-192,342-3%$2.5B$2.1B-$357.0M2026-11-02
Dimensional Fund Advisors LP
INCREASED4,739,6664,682,496+57,170+1%$1.9B$1.7B-$206.3M2026-11-04
Deutsche Bank Ag\
INCREASED3,459,4002,407,436+1,051,964+44%$1.0B$1.3B+$269.3M2026-11-06
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED2,695,1322,563,973+131,159+5%$1.1B$989.3M-$76.3M2026-11-05
Sumitomo Mitsui Trust Group, Inc.
DECREASED2,517,4252,538,575-21,150-1%$1.1B$924.1M-$131.0M2026-10-29
Barclays PLC
DECREASED2,390,3543,427,299-1,036,945-30%$1.4B$877.5M-$547.0M2026-11-06
Bank of Montreal
INCREASED1,833,0601,773,763+59,297+3%$737.2M$672.9M-$64.3M2026-11-09
Acadian Asset Management LLC
INCREASED1,775,2921,138,592+636,700+56%$473.2M$651.6K-$472.5M2026-11-09
Citigroup Inc
INCREASED1,768,7531,173,015+595,738+51%$487.5M$649.3M+$161.7M2026-11-04
Russell Investments Group, Ltd.
INCREASED1,521,7721,397,476+124,296+9%$581.6M$560.2M-$21.4M2026-11-06
Swedbank AB
DECREASED1,377,4551,731,505-354,050-20%$719.7M$505.6M-$214.0M2026-10-27
Principal Financial Group Inc
DECREASED1,353,3371,404,760-51,423-4%$583.9M$496.8M-$87.1M2026-11-02
LPL Financial LLC
INCREASED1,325,7731,279,144+46,629+4%$531.7M$486.7M-$45.0M2026-11-06
Ninety One UK Ltd
INCREASED1,266,7201,103,370+163,350+15%$458.6M$465.0M+$6.4M2026-10-15
Daiwa Securities Group Inc.
INCREASED1,263,767246,020+1,017,747+414%$102.3M$463.9M+$361.7M2026-10-29
Bahl & Gaynor LLC
INCREASED1,187,5191,143,155+44,364+4%$475.1M$435.9M-$39.2M2026-11-05
MacKenzie Financial Corp
INCREASED1,168,6921,038,640+130,052+13%$431.7M$429.0M-$2.7M2026-11-02
US Bancorp \de\
DECREASED1,015,7991,021,603-5,804-1%$424.6M$372.9M-$51.7M2026-11-05
Robeco Institutional Asset Management B.V.
INCREASED973,563749,166+224,397+30%$311.4M$357.4M+$46.0M2026-10-20
Veritas Asset Management LLP
DECREASED938,0571,078,201-140,144-13%$448.1M$344.3M-$103.8M2026-11-05
DekaBank Deutsche Girozentrale
DECREASED908,899936,422-27,523-3%$252.5K$340.1K+$87.7K2026-10-27
Fiera Capital Corp
DECREASED898,956940,415-41,459-4%$390.9M$330.0M-$60.9M2026-11-06
PNC Financial Services Group, Inc.
INCREASED890,506881,317+9,189+1%$366.3M$326.9M-$39.4M2026-11-06
Assenagon Asset Management S.A.
DECREASED853,5171,306,053-452,536-35%$542.8M$313.3M-$229.5M2026-10-15
Allen Investment Management, LLC
DECREASED828,566876,259-47,693-5%$364.2M$304.2M-$60.0M2026-11-03
PineStone Asset Management Inc.
INCREASED828,322807,522+20,800+3%$335.6M$304.1M-$31.6M2026-10-16
Eurizon Capital SGR S.p.A.
INCREASED811,167668,290+142,877+21%$278.5M$299.3M+$20.8M2026-11-06
Danske Bank A/S
DECREASED734,347802,510-68,163-8%$333.5M$269.6M-$64.0M2026-11-09
Mirae Asset Global Investments Co., Ltd.
INCREASED726,156606,437+119,719+20%$252.1M$266.6M+$14.5M2026-11-03
Handelsbanken Fonder AB
DECREASED679,255687,561-8,306-1%$285.8K$249.3K-$36.4K2026-11-09
M&G Plc
DECREASED665,988745,287-79,299-11%$310.0M$244.4M-$65.6M2026-11-04
Alecta Tjanstepension Omsesidigt
INCREASED652,900533,000+119,900+23%$221.4M$239.7M+$18.3M2026-11-02
New York State Teachers Retirement System
DECREASED649,239681,675-32,436-5%$283.3M$238.3K-$283.1M2026-10-22
Asset Management One Co., Ltd.
INCREASED554,769540,703+14,066+3%$224.7M$203.6M-$21.1M2026-10-27
Pictet Asset Management Holding SA
DECREASED547,527619,404-71,877-12%$257.4M$201.0M-$56.5M2026-11-03
PFA Pension, Forsikringsaktieselskab
INCREASED532,998486,515+46,483+10%$202.2M$195.7M-$6.6M2026-11-06
Davenport & Co LLC
DECREASED531,134542,271-11,137-2%$225.9M$196.0M-$29.9M2026-10-14
Squarepoint Ops LLC
INCREASED529,022423,218+105,804+25%$175.9M$194.2M+$18.3M2026-11-09
Bessemer Group Inc
INCREASED515,431439,756+75,675+17%$182.8M$189.2K-$182.6M2026-11-09
Temasek Holdings (Private) Ltd
INCREASED507,732371,886+135,846+37%$154.6M$186.4M+$31.8M2026-10-28
Fifth Third Bancorp
DECREASED499,144508,685-9,541-2%$211.4M$183.2M-$28.2M2026-11-05
Nordea Investment Management AB
INCREASED488,139104,246+383,893+368%$43.5M$180.7M+$137.2M2026-11-09
William Blair Investment Management, LLC
DECREASED484,420523,387-38,967-7%$217.5M$177.8M-$39.7M2026-11-06
Fort Washington Investment Advisors Inc
INCREASED480,050477,964+2,086+0%$198.7M$176.2M-$22.4M2026-10-15
CIBC Asset Management Inc
INCREASED479,112454,834+24,278+5%$189.0M$175.9M-$13.1M2026-11-05
Strs Ohio
DECREASED478,254487,487-9,233-2%$202.6M$175.6M-$27.1M2026-10-30
Cincinnati Financial Corp
UNCHANGED468,822468,82200%$194.9M$172.1M-$22.8M2026-11-03
Retirement Systems of Alabama
INCREASED457,848190,780+267,068+140%$79.3M$168.1M+$88.8M2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED428,641214,789+213,852+100%$83.6M$149.8M+$66.1M2026-10-13
Thrivent Financial for Lutherans
DECREASED410,926433,915-22,989-5%$180.4M$150.8K-$180.2M2026-11-05
Aberdeen Group plc
DECREASED376,3311,032,468-656,137-64%$429.1M$6.8M-$422.3M2026-11-06
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED374,797371,916+2,881+1%$154.6M$137.6M-$17.0M2026-10-20
SEB Asset Management AB
INCREASED373,695341,002+32,693+10%$141.7M$137.2M-$4.6M2026-11-04
Focused Investors LLC
DECREASED372,800443,500-70,700-16%$184.3M$136.8M-$47.5M2026-10-30
Cardano Risk Management B.V.
INCREASED364,678256,026+108,652+42%$106.4K$133.9K+$27.5K2026-10-20
Creative Planning
INCREASED358,205349,810+8,395+2%$145.4M$131.5M-$13.9M2026-11-02
Guardcap Asset Management Ltd
DECREASED357,036388,415-31,379-8%$159.9M$130.3M-$29.6M2026-11-06
Calamos Advisors LLC
INCREASED349,961309,379+40,582+13%$128.6M$128.5M-$123.5K2026-11-02
Smead Capital Management, Inc.
DECREASED324,391328,414-4,023-1%$136.5M$119.1M-$17.4M2026-10-16
Locust Wood Capital Advisers, LLC
INCREASED323,820254,400+69,420+27%$105.7M$118.9M+$13.1M2026-11-03
Candriam S.C.A.
INCREASED323,073309,295+13,778+4%$128.4M$119.0M-$9.4M2026-11-03
Lansforsakringar Fondforvaltning AB (publ)
INCREASED300,710293,384+7,326+3%$121.9M$110.4M-$11.6M2026-11-09
State of New Jersey Common Pension Fund D
DECREASED292,979293,891-9120%$122.1M$107.5M-$14.6M2026-11-05
Factory Mutual Insurance Co
INCREASED273,616262,150+11,466+4%$109.0M$100.4M-$8.5M2026-10-30
Swiss Life Asset Management Ltd
DECREASED272,385325,827-53,442-16%$135.4M$100.0M-$35.4M2026-11-03
Natixis
INCREASED268,789219,743+49,046+22%$91.3M$98.7M+$7.3M2026-11-06
Mn Services Vermogensbeheer B.V.
INCREASED268,333264,433+3,900+1%$109.9M$98.5K-$109.8M2026-10-08
Vontobel Holding Ltd.
INCREASED266,190108,740+157,450+145%$45.2M$97.7M+$52.5M2026-10-16
Vantage Investment Partners, LLC
DECREASED261,914276,091-14,177-5%$114.8M$96.1M-$18.6M2026-10-27
Czech National Bank
DECREASED257,901258,493-5920%$107.4M$94.7M-$12.8M2026-10-13
Arizona State Retirement System
INCREASED254,624251,862+2,762+1%$104.7M$93.5M-$11.2M2026-11-03
iA Global Asset Management Inc.
DECREASED251,076296,979-45,903-15%$123.4M$92.2K-$123.3M2026-10-29
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED250,091257,828-7,737-3%$107.2M$91.8M-$15.4M2026-10-15
Nisa Investment Advisors, LLC
DECREASED250,024251,966-1,942-1%$104.7M$91.8M-$12.9M2026-10-20
ProShare Advisors LLC
DECREASED240,582242,528-1,946-1%$100.8M$88.3M-$12.5M2026-10-29
MFF Capital Investments Ltd
DECREASED235,981242,384-6,403-3%$100.7M$86.6M-$14.1M2026-11-05
Truist Financial Corp
DECREASED229,201248,398-19,197-8%$103.2M$84.1M-$19.1M2026-10-30
State of Michigan Retirement System
DECREASED225,519232,519-7,000-3%$96.6M$82.8M-$13.9M2026-10-27
Nykredit A/S
INCREASED223,311215,736+7,575+4%$89.7M$82.0M-$7.7M2026-11-06
Regions Financial Corp
INCREASED221,207110,527+110,680+100%$45.9M$81.2M+$35.3M2026-11-05
Cincinnati Insurance Co
UNCHANGED220,081220,08100%$91.5M$80.8M-$10.7M2026-11-03
Mondrian Investment Partners LTD
DECREASED218,096370,657-152,561-41%$154.1M$80.1M-$74.0M2026-10-23
IFM Investors Pty Ltd
INCREASED214,828207,547+7,281+4%$86.3M$78.9M-$7.4M2026-10-14
Cooke & Bieler LP
DECREASED213,174332,455-119,281-36%$138.2M$78.3M-$59.9M2026-10-21
Intech Investment Management LLC
INCREASED211,490154,618+56,872+37%$64.3M$77.6M+$13.4M2026-11-09
ASR Vermogensbeheer N.V.
DECREASED210,223217,641-7,418-3%$90.5M$77.2M-$13.3M2026-10-16
KBC Group NV
DECREASED206,178757,505-551,327-73%$314.8M$75.7K-$314.8M2026-10-22
Commonwealth Equity Services, LLC
INCREASED200,082197,391+2,691+1%$82.0M$73.4M-$8.6M2026-11-02
Allspring Global Investments Holdings, LLC
INCREASED199,606128,342+71,264+56%$54.7M$72.9M+$18.2M2026-11-04
Lido Advisors, LLC
INCREASED198,361195,496+2,865+1%$81.3M$72.8M-$8.4M2026-11-04
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED198,309200,584-2,275-1%$83.4M$72.8M-$10.6M2026-11-03
Border to Coast Pensions Partnership Ltd
INCREASED197,869179,621+18,248+10%$74.6M$72.5K-$74.5M2026-10-09
Keybank National Association
INCREASED197,486184,245+13,241+7%$76.6M$72.5M-$4.1M2026-11-04
Bank Pictet & Cie (Europe) AG
INCREASED196,988193,604+3,384+2%$80.5M$72.3M-$8.2M2026-10-20
Parnassus Investments, LLC
DECREASED194,509196,098-1,589-1%$81.5M$71.4M-$10.1M2026-10-22
Artemis Investment Management LLP
DECREASED189,516212,682-23,166-11%$88.4M$69.6M-$18.8M2026-10-08
PensionDanmark Pensionsforsikringsaktieselskab
INCREASED188,553187,803+750+0%$78.1M$69.2M-$8.8M2026-10-19
Xponance LLC
INCREASED180,162169,888+10,274+6%$70.6M$66.1M-$4.5M2026-11-03
Great Lakes Advisors, LLC
DECREASED179,278180,036-7580%$74.8M$65.8M-$9.0M2026-11-06
TD Waterhouse Canada Inc.
INCREASED175,466150,953+24,513+16%$64.4M$64.1M-$308.3K2026-10-16
BI Asset Management Fondsmaeglerselskab A/S
INCREASED175,372174,686+686+0%$71.7K$63.8K-$7.9K2026-10-22
Yacktman Asset Management LP
INCREASED172,551171,768+783+0%$71.4M$63.3M-$8.1M2026-11-02
Gateway Investment Advisers LLC
INCREASED171,211167,318+3,893+2%$69.5M$62.8M-$6.7M2026-10-13
Neos Investment Management LLC
INCREASED170,396146,956+23,440+16%$61.1M$62.5M+$1.5M2026-11-04
UniSuper Management Pty Ltd
INCREASED169,760158,033+11,727+7%$65.7M$62.3M-$3.4M2026-10-26
Rakuten Investment Management, Inc.
INCREASED161,794148,509+13,285+9%$62.3M$60.7M-$1.7M2026-10-30
Vaughan David Investments LLC
INCREASED158,932157,200+1,732+1%$65.3M$58.3K-$65.3M2026-11-05
Banque Pictet & CIE SA
DECREASED156,773164,890-8,117-5%$68.5M$57.5M-$11.0M2026-10-16
Raiffeisen Bank International AG
DECREASED156,308164,237-7,929-5%$68.9M$58.6M-$10.3M2026-10-28
BCV Asset Management Inc.
DECREASED155,422155,800-3780%$65.5M$57.3M-$8.3M2026-11-06
Amalgamated Bank
DECREASED154,571160,011-5,440-3%$66.5M$56.7K-$66.4M2026-10-23
Virginia Retirement Systems ET Al
DECREASED151,940154,540-2,600-2%$64.2M$55.8M-$8.5M2026-10-28
Assetmark, Inc
DECREASED148,529160,853-12,324-8%$66.9M$54.5M-$12.3M2026-10-21
Achmea Investment Management B.V.
INCREASED147,24048,996+98,244+201%$20.4M$54.1M+$33.7M2026-10-30
Boston Trust Walden Corp
DECREASED138,405151,891-13,486-9%$63.1M$50.8M-$12.3M2026-10-30
Smith Chas P & Associates PA Cpas
DECREASED137,961138,636-6750%$57.6M$55.4M-$2.2M2026-10-22
SP Asset Management LLC
DECREASED137,152138,292-1,140-1%$57.5M$50.3M-$7.1M2026-11-05
OP Asset Management Ltd
INCREASED136,727101,403+35,324+35%$42.1M$50.2M+$8.0M2026-11-05
Kestra Advisory Services, LLC
INCREASED135,726128,838+6,888+5%$53.5M$49.8M-$3.7M2026-11-02
Penn Davis Mcfarland Inc
DECREASED133,482136,259-2,777-2%$56.6M$49.0M-$7.6M2026-10-23
Police & Firemen's Retirement System of New Jersey
DECREASED133,109135,500-2,391-2%$56.3M$48.9M-$7.5M2026-11-09
Seilern Investment Management Ltd
DECREASED130,988160,023-29,035-18%$66.5M$48.1M-$18.4M2026-10-13
Gradient Investments LLC
DECREASED127,787139,811-12,024-9%$58.1M$46.9M-$11.2M2026-10-08
Cambridge Investment Research Advisors, Inc.
DECREASED127,423127,862-4390%$53.1M$46.8K-$53.1M2026-11-02
New York Life Investment Management LLC
DECREASED124,855126,515-1,660-1%$52.6M$45.8M-$6.8M2026-11-04
B. Metzler seel. Sohn & Co. AG
INCREASED118,92586,196+32,729+38%$35.8M$43.7M+$7.8M2026-10-30
Annex Advisory Services, LLC
INCREASED116,85668,577+48,279+70%$28.5M$42.9M+$14.4M2026-10-16
Imc-Chicago, LLC
INCREASED116,42444,389+72,035+162%$18.4M$42.7M+$24.3M2026-11-05
Country Trust Bank
INCREASED115,308107,280+8,028+7%$44.6M$42.3M-$2.3M2026-10-30
Cullen T Bankers, Inc.
INCREASED114,857110,963+3,894+4%$46.1M$42.2M-$4.0M2026-10-28
Wealthfront Advisers LLC
DECREASED114,495118,689-4,194-4%$49.3M$42.0M-$7.3M2026-11-09
Mawer Investment Management Ltd.
DECREASED112,030129,954-17,924-14%$54.0M$41.1M-$12.9M2026-11-06
Campbell Newman Asset Management Inc
INCREASED111,421109,258+2,163+2%$45.4M$40.9M-$4.5M2026-10-22
Oregon Public Employees Retirement Fund
DECREASED110,385111,701-1,316-1%$46.4M$40.5M-$5.9M2026-10-30
Ethic Inc.
INCREASED107,811104,863+2,948+3%$43.6M$39.6M-$4.0M2026-11-03
Summit Securities Group LLC
INCREASED107,2306,300+100,930+1602%$2.6M$39.4M+$36.7M2026-11-05
AGF Management LTD
INCREASED104,20233,205+70,997+214%$13.8M$38.3M+$24.4M2026-11-03
State of Alaska, Department of Revenue
DECREASED103,794107,746-3,952-4%$44.8M$38.1K-$44.7M2026-10-15
Conning Inc.
INCREASED102,596101,113+1,483+1%$42.0M$37.7M-$4.4M2026-10-27
Riverbridge Partners LLC
DECREASED101,639107,378-5,739-5%$44.6M$37.3M-$7.3M2026-11-05
Clifford Swan Investment Counsel LLC
DECREASED100,149102,523-2,374-2%$42.6M$36.8M-$5.8M2026-11-05
Oppenheimer Asset Management Inc.
DECREASED97,86099,195-1,335-1%$41.2M$35.9M-$5.3M2026-10-27
AIA Group Ltd
DECREASED97,127106,661-9,534-9%$44.3M$35.7M-$8.7M2026-10-30
ABN Amro Investment Solutions
INCREASED94,86272,210+22,652+31%$30.0M$34.8M+$4.8M2026-10-21
Allworth Financial LP
INCREASED94,77188,309+6,462+7%$36.7M$39.4M+$2.7M2026-11-06
Carnegie Investment Counsel
DECREASED93,61996,955-3,336-3%$38.6M$32.9M-$5.7M2026-10-20
Mutual of America Capital Management LLC
DECREASED91,69493,355-1,661-2%$38.8M$33.7M-$5.1M2026-10-23
Generali Powszechne Towarzystwo Emerytalne
UNCHANGED90,35090,35000%$37.6M$33.2M-$4.4M2026-11-06
D.A. Davidson & Co.
INCREASED88,99885,018+3,980+5%$35.3M$32.7M-$2.7M2026-10-28
Tctc Holdings, LLC
DECREASED86,14086,500-3600%$36.0M$31.6M-$4.3M2026-11-02
PBU - The Pension Fund of Early Childhood & Youth Educators
INCREASED84,83482,466+2,368+3%$34.3M$31.1M-$3.1M2026-11-06
Academy Capital Management
DECREASED84,09384,959-866-1%$35.3M$30.9M-$4.4M2026-11-05
Yousif Capital Management, LLC
DECREASED82,91384,606-1,693-2%$35.2M$30.4M-$4.7M2026-10-22
Savant Capital, LLC
INCREASED82,60375,328+7,275+10%$27.6M$30.3M+$2.7M2026-11-06
Marco Investment Management LLC
INCREASED82,16476,363+5,801+8%$31.7M$30.2M-$1.6M2026-11-09
Danica Pension, Livsforsikringsaktieselskab
UNCHANGED81,24581,24500%$33.8M$29.8M-$3.9M2026-11-09
Aware Super Pty Ltd as trustee of Aware Super
INCREASED80,10361,421+18,682+30%$25.5M$29.4M+$3.9M2026-10-30
Perpetual Ltd
DECREASED78,62384,327-5,704-7%$35.0M$28.9M-$6.2M2026-10-13
Heritage Investors Management Corp
DECREASED76,71080,002-3,292-4%$33.3M$28.2K-$33.2M2026-10-29
Mesirow Financial Investment Management, Inc.
INCREASED76,02972,504+3,525+5%$30.1M$27.9M-$2.2M2026-11-05
Atria Investments, Inc
INCREASED75,98171,840+4,141+6%$29.9M$27.9M-$2.0M2026-10-15
Palisade Asset Management, LLC
DECREASED73,70479,856-6,152-8%$33.2M$27.1M-$6.1M2026-11-03
Mizuho Securities USA LLC
INCREASED73,26071,097+2,163+3%$29.6M$28.5M-$1.0M2026-11-09
Canada Post Corp Registered Pension Plan
DECREASED72,23973,567-1,328-2%$30.6M$27.1M-$3.5M2026-11-09
KTF Investments, LLC
DECREASED72,01676,304-4,288-6%$31.7M$26.4M-$5.3M2026-10-23
Adams Diversified Equity Fund, Inc.
UNCHANGED71,50071,50000%$29.7M$26.2M-$3.5M2026-10-21
Sterling Capital Management LLC
DECREASED71,38571,771-386-1%$29.8M$26.2M-$3.6M2026-10-22
Gulf International Bank (UK) Ltd
UNCHANGED70,44870,44800%$29.3M$25.9K-$29.3M2026-10-20
Quintet Private Bank (Europe) S.A.
INCREASED70,32549,906+20,419+41%$20.7M$25.8M+$5.1M2026-10-08
Avanza Fonder AB
INCREASED68,22260,556+7,666+13%$25.2M$25.0M-$126.0K2026-10-13
Douglas Lane & Associates, LLC
DECREASED67,71574,671-6,956-9%$31.0M$24.9M-$6.2M2026-10-09
Wedge Capital Management L L P
INCREASED67,4571,378+66,079+4795%$572.7K$24.8M+$24.2M2026-10-13
Phoenix Financial Ltd.
INCREASED66,28663,190+3,096+5%$26.3M$24.3M-$2.0M2026-11-09
OFI Invest Asset Management
DECREASED64,937355,341-290,404-82%$129.3M$21.1M-$108.2M2026-11-06
Midwest Trust Co
INCREASED64,75556,860+7,895+14%$23.6M$23.8M+$137.6K2026-10-22
NFJ Investment Group, LLC
NEW64,612—+64,612——$23.7M—2026-11-09
Cornerstone Advisors, LLC
INCREASED64,28729,599+34,688+117%$12.3M$23.6M+$11.3M2026-11-06
Arnhold LLC
UNCHANGED63,31063,31000%$26.3M$23.2M-$3.1M2026-10-26
Community Trust & Investment Co
DECREASED63,26464,215-951-1%$26.7M$23.2M-$3.5M2026-10-15
Farmers & Merchants Investments Inc
INCREASED63,03163,018+13+0%$26.2M$23.1M-$3.1M2026-10-22
DSG Capital Advisors, LLC
INCREASED62,56561,997+568+1%$26.4M$23.0M-$3.4M2026-11-05
Illinois Municipal Retirement Fund
INCREASED61,04456,649+4,395+8%$23.5M$22.4M-$1.1M2026-11-05
CapWealth Advisors, LLC
DECREASED59,27759,372-950%$24.7M$21.8M-$2.9M2026-10-05
HB Wealth Management, LLC
INCREASED59,09558,523+572+1%$24.3M$21.7M-$2.6M2026-10-23
Jefferies Financial Group Inc.
DECREASED58,579127,745-69,166-54%$53.1M$21.5M-$31.6M2026-11-05
Prospera Financial Services Inc
INCREASED58,57542,278+16,297+39%$17.6M$23.9M+$6.3M2026-11-04
Mill Capital Management, LLC
INCREASED57,76157,584+177+0%$23.9M$21.2M-$2.7M2026-10-26
Intact Investment Management Inc.
INCREASED56,26048,370+7,890+16%$20.1M$20.7M+$547.9K2026-11-03
Tokio Marine Asset Management Co LTD
INCREASED56,23754,927+1,310+2%$22.8M$20.6M-$2.2M2026-10-26
Bokf, NA
DECREASED56,02359,274-3,251-5%$24.6M$20.6M-$4.1M2026-10-27
GFS Advisors, LLC
INCREASED55,33450,216+5,118+10%$5.2K$20.3M+$20.3M2026-11-03
Maryland State Retirement & Pension System
INCREASED55,15948,656+6,503+13%$20.2M$20.2M+$24.9K2026-11-05
Bailard, Inc.
DECREASED53,09453,368-274-1%$22.2M$19.5M-$2.7M2026-10-13
Picton Mahoney Asset Management
INCREASED53,0712,893+50,178+1734%$1.2M$19.5M+$18.3M2026-11-09
Old National Bancorp
INCREASED52,08752,077+10+0%$21.6M$19.1M-$2.5M2026-10-20
71 West Capital Partners
INCREASED51,65951,511+148+0%$21.4M$19.0M-$2.4M2026-11-04
Vise Technologies, Inc.
INCREASED51,50541,380+10,125+24%$17.2M$18.9M+$1.7M2026-10-29
Canoe Financial LP
DECREASED50,43850,838-400-1%$21.1M$18.4M-$2.7M2026-10-21
Fisher Funds Management LTD
INCREASED50,36246,062+4,300+9%$19.1M$18.5M-$657.9K2026-10-13
Financiere des Professionnels - Fonds d'investissement inc.
INCREASED50,17810,500+39,678+378%$4.4M$18.4M+$14.1M2026-11-03
Allen Mooney & Barnes Investment Advisors LLC
INCREASED49,86249,469+393+1%$20.6M$18.3M-$2.3M2026-10-08
Cohen Capital Management, Inc.
DECREASED49,81349,913-1000%$20.7M$18.3M-$2.5M2026-10-14
OpenArc Corporate Advisory, LLC
INCREASED49,79648,833+963+2%$20.3M$18.3M-$2.0M2026-10-21
D'Orazio & Associates, Inc.
INCREASED49,06248,884+178+0%$20.3M$18.0M-$2.3M2026-11-04
Level Four Advisory Services, LLC
DECREASED48,58651,931-3,345-6%$21.6M$17.8M-$3.7M2026-11-06
Pittenger & Anderson Inc
INCREASED48,52842,482+6,046+14%$17.7M$17.8M+$156.9K2026-11-02
Hartford Investment Management Co
DECREASED48,06150,214-2,153-4%$20.9M$17.6M-$3.2M2026-11-04
NLB Skladi, upravljanje premozenja, d.o.o.
INCREASED46,82945,258+1,571+3%$18.8M$17.2M-$1.6M2026-10-22
Private Advisory Group LLC
INCREASED46,81740,598+6,219+15%$16.9M$17.2M+$311.8K2026-11-06
SteelPeak Wealth, LLC
INCREASED45,83432,301+13,533+42%$13.4M$16.8M+$3.4M2026-10-16
Kinsale Capital Group, Inc.
INCREASED45,67138,510+7,161+19%$16.0M$16.8M+$759.3K2026-11-04
DDD Partners, LLC
INCREASED45,19444,518+676+2%$18.5M$16.6M-$1.9M2026-11-02
New Mexico Educational Retirement Board
UNCHANGED45,02045,02000%$18.7M$16.5K-$18.7M2026-11-05
General American Investors Co Inc
NEW45,000—+45,000——$16.5M—2026-11-02
Concurrent Investment Advisors, LLC
INCREASED44,25930,010+14,249+47%$12.5M$16.2M+$3.8M2026-10-16
Associated Banc-Corp
DECREASED44,17947,003-2,824-6%$19.5M$16.2M-$3.3M2026-10-30
Louisiana State Employees Retirement System
DECREASED44,10046,400-2,300-5%$19.3M$16.2M-$3.1M2026-10-20
NAN Fung Trinity (HK) Ltd
DECREASED43,57568,335-24,760-36%$28.4M$16.0M-$12.4M2026-11-06
Exchange Traded Concepts, LLC
INCREASED43,47129,737+13,734+46%$12.4M$16.0M+$3.6M2026-10-28
TrueMark Investments, LLC
INCREASED43,41438,459+4,955+13%$16.0M$15.9M-$48.3K2026-11-05
Strong Tower Advisory Services
DECREASED42,92444,271-1,347-3%$18.4M$15.8M-$2.6M2026-10-13
Ag2r LA Mondiale Gestion D'actifs
INCREASED42,04939,866+2,183+5%$16.6M$15.4M-$1.1M2026-10-26
Eagle Global Advisors LLC
INCREASED41,94341,651+292+1%$17.3M$15.4M-$1.9M2026-11-02
Univest Financial Corp
DECREASED41,58048,034-6,454-13%$20.0M$15.3M-$4.7M2026-11-05
Unicom Systems, Inc.
UNCHANGED41,43441,43400%$17.2M$15.2M-$2.0M2026-10-13
Simplify Asset Management Inc.
DECREASED41,40342,212-809-2%$17.5M$15.2M-$2.3M2026-10-27
Appleton Partners Inc
INCREASED40,97440,664+310+1%$16.9M$15.0K-$16.9M2026-10-30
Seizert Capital Partners, LLC
DECREASED40,969111,973-71,004-63%$46.5M$15.0M-$31.5M2026-10-30
TCV Trust & Wealth Management, Inc.
DECREASED40,72543,005-2,280-5%$17.9M$14.9M-$2.9M2026-10-16
Summit Financial Wealth Advisors, LLC
DECREASED40,62741,672-1,045-3%$17.3M$14.9M-$2.4M2026-10-15
Vest Financial, LLC
DECREASED40,23040,625-395-1%$16.9M$14.8M-$2.1M2026-10-21
Calamos Wealth Management LLC
DECREASED39,97540,455-480-1%$16.8M$14.7M-$2.1M2026-11-02
Park Avenue Securities LLC
INCREASED39,61837,087+2,531+7%$15.4M$14.5K-$15.4M2026-10-26
Patten & Patten Inc
DECREASED39,34543,934-4,589-10%$18.3M$14.4M-$3.8M2026-10-26
Bayban
UNCHANGED38,80038,80000%$16.1M$16.1M$02026-11-05
Sava Infond d.o.o.
DECREASED38,51853,018-14,500-27%$22.0M$14.1M-$7.9M2026-10-28
Kestra Private Wealth Services, LLC
INCREASED38,20337,810+393+1%$15.7M$14.0M-$1.7M2026-11-06
NWF Advisory Services Inc.
DECREASED38,13238,537-405-1%$16.0M$14.0M-$2.0M2026-10-19
Diversified Trust Co
DECREASED37,68051,431-13,751-27%$21.4M$13.8M-$7.5M2026-11-06
First National Trust Co
DECREASED36,66838,130-1,462-4%$15.8M$13.5M-$2.4M2026-10-28
Oppenheimer & Co Inc
INCREASED36,32029,503+6,817+23%$12.3M$13.3M+$1.1M2026-10-26
Violich Capital Management, Inc.
INCREASED36,13431,254+4,880+16%$13.0M$13.3M+$274.0K2026-10-05
Choreo, LLC
DECREASED36,00436,492-488-1%$15.2M$13.2M-$2.0M2026-10-28
IFP Advisors, Inc
DECREASED35,50439,233-3,729-9%$16.3M$13.0M-$3.3M2026-10-16
Emerald Investment Advisers, LLC
INCREASED34,37130,090+4,281+14%$12.5M$12.6M+$110.6K2026-11-09
Coldstream Capital Management Inc
DECREASED34,16835,948-1,780-5%$14.9M$12.5M-$2.4M2026-11-09
Jessup Wealth Management, Inc
INCREASED34,03533,489+546+2%$13.9M$12.5M-$1.4M2026-10-20
Mattern Capital Management, LLC
DECREASED33,91935,240-1,321-4%$14.6M$12.5M-$2.2M2026-11-02
Elevation Point Wealth Partners, LLC
INCREASED33,89331,341+2,552+8%$13.0M$12.5M-$514.0K2026-11-05
Investment House LLC
DECREASED33,60439,389-5,785-15%$16.4M$12.3M-$4.0M2026-10-21
Focus Financial Network, Inc.
INCREASED33,27532,977+298+1%$13.7M$12.2M-$1.5M2026-10-14
LBP AM SA
DECREASED32,79663,401-30,605-48%$26.4M$12.0M-$14.3M2026-11-06
E. Ohman J:or Asset Management AB
INCREASED32,65931,689+970+3%$13.2M$12.0M-$1.2M2026-10-22
Soltis Investment Advisors LLC
INCREASED32,62331,654+969+3%$13.2M$12.0M-$1.2M2026-10-28
Thompson Investment Management, Inc.
DECREASED32,43433,642-1,208-4%$14.0M$11.9M-$2.1M2026-10-14
Central Trust Co
DECREASED32,29732,888-591-2%$13.7M$11.9M-$1.8M2026-11-05
Merit Financial Group, LLC
INCREASED31,85331,551+302+1%$13.1M$11.7M-$1.4M2026-11-06
Argent Trust Co
DECREASED31,51234,155-2,643-8%$14.2M$11.6M-$2.6M2026-11-09
Apollon Wealth Management, LLC
DECREASED31,38632,118-732-2%$13.3M$11.5M-$1.8M2026-10-23
Asio Capital, LLC
INCREASED31,23430,746+488+2%$12.8M$11.5M-$1.3M2026-10-19
Teamwork Financial Advisors, LLC
DECREASED31,21831,314-960%$13.0M$11.5M-$1.6M2026-10-19
Union Bancaire Privee, UBP SA
NEW31,012—+31,012——$11.5M—2026-11-04
Everest Financial Group LLC
DECREASED30,94732,682-1,735-5%$13.6M$11.4M-$2.2M2026-11-06
Americana Partners, LLC
INCREASED30,93829,074+1,864+6%$12.1M$11.4M-$727.3K2026-10-28
Gryphon Financial Partners LLC
INCREASED30,93530,724+211+1%$12.8M$11.4M-$1.4M2026-11-04
Florida Trust Wealth Management Co
DECREASED30,76930,900-1310%$12.8M$11.3M-$1.5M2026-11-05
Petredis Investment Advisors LLC
INCREASED30,49330,468+25+0%$12.7M$11.2M-$1.5M2026-10-20
Diversify Advisory Services, LLC
DECREASED30,14733,396-3,249-10%$13.9M$12.3M-$1.7M2026-10-20
Diversify Wealth Management, LLC
DECREASED30,14733,396-3,249-10%$13.9M$12.3M-$1.7M2026-10-20
MGO One Seven LLC
INCREASED30,06029,713+347+1%$12.3M$11.0M-$1.3M2026-10-28
Washington Trust Bank
INCREASED29,95429,521+433+1%$12.3M$11.0M-$1.3M2026-11-03
Toth Financial Advisory Corp
INCREASED29,91726,164+3,753+14%$10.9M$11.0M+$107.4K2026-10-08
Plato Investment Management Ltd
INCREASED29,87923,178+6,701+29%$9.6M$11.0M+$1.4M2026-11-05
Gamma Investing LLC
DECREASED29,68130,011-330-1%$12.5M$10.9M-$1.6M2026-10-08
Heritage Trust Co
INCREASED29,54729,111+436+2%$12.1M$10.8M-$1.3M2026-11-09
CX Institutional
DECREASED29,29429,729-435-1%$12.4K$10.8K-$1.6K2026-10-02
Alerus Financial NA
DECREASED29,10229,498-396-1%$12.3M$10.7M-$1.6M2026-11-09
Farther Finance Advisors, LLC
INCREASED28,80723,255+5,552+24%$9.7M$10.6M+$903.6K2026-10-08
Triglav Investments, D.O.O.
INCREASED28,70025,200+3,500+14%$10.5M$10.5M+$61.3K2026-11-06
North Dakota State Investment Board
DECREASED28,60629,272-666-2%$12.2M$10.5M-$1.7M2026-10-27
Hennessy Advisors Inc
DECREASED28,50028,850-350-1%$12.0M$10.5M-$1.5M2026-10-28
Folger Nolan Fleming Douglas Capital Management, Inc
DECREASED28,44429,919-1,475-5%$12.4M$10.4M-$2.0M2026-10-13
Quadrant Capital Group LLC
DECREASED28,38028,522-1420%$11.9M$10.7M-$1.1M2026-10-20
Fulton Breakefield Broenniman LLC
DECREASED28,24941,408-13,159-32%$17.2M$10.4M-$6.8M2026-11-03
Mirador Capital Partners LP
INCREASED28,03026,503+1,527+6%$11.0M$10.3M-$726.1K2026-10-09
Foyston, Gordon & Payne Inc
DECREASED27,79829,851-2,053-7%$12.4M$10.2M-$2.2M2026-11-02
Ninety One SA (PTY) Ltd
DECREASED27,52932,257-4,728-15%$13.4M$10.1M-$3.3M2026-10-15
Ibex Wealth Advisors
DECREASED27,44239,448-12,006-30%$16.4M$10.1M-$6.3M2026-11-06
Premier Fund Managers Ltd
DECREASED27,32537,491-10,166-27%$15.7M$10.2K-$15.7M2026-11-02
Bank Julius Baer & Co. Ltd, Zurich
DECREASED27,23929,147-1,908-7%$12.1M$10.0M-$2.1M2026-10-29
Blue Zone Wealth Advisors, LLC
DECREASED27,18327,416-233-1%$11.4M$10.0M-$1.4M2026-10-19
Principle Wealth Partners LLC
INCREASED27,04526,657+388+1%$11.1M$9.9M-$1.2M2026-11-02
Freestone Capital Holdings, LLC
DECREASED26,53127,511-980-4%$11.4M$9.7M-$1.7M2026-11-09
Live Oak Private Wealth LLC
DECREASED26,12028,355-2,235-8%$11.8M$9.6M-$2.2M2026-11-02
Cincinnati Specialty Underwriters Insurance Co
UNCHANGED26,00026,00000%$10.8M$9.5M-$1.3M2026-11-03
Marietta Wealth Management, LLC
DECREASED25,84726,173-326-1%$10.9M$10.2M-$652.7K2026-10-22
Parallel Advisors, LLC
DECREASED25,16125,989-828-3%$10.8M$9.2M-$1.6M2026-11-03
Bryn Mawr Trust Advisors, LLC
DECREASED25,12025,559-439-2%$10.6M$9.2M-$1.4M2026-11-04
Tema Etfs LLC
DECREASED25,09025,668-578-2%$10.7M$9.2M-$1.5M2026-10-16
Prime Capital Investment Advisors, LLC
INCREASED25,07623,773+1,303+5%$9.9M$9.2M-$675.8K2026-10-20
Simplex Trading, LLC
DECREASED24,95665,879-40,923-62%$27.4M$9.2M-$18.2M2026-11-04
NorthCrest Asset Manangement, LLC
INCREASED24,89717,624+7,273+41%$7.6M$9.2M+$1.6M2026-10-13
Brighton Jones LLC
DECREASED24,76624,767-10%$10.3M$9.1M-$1.2M2026-11-03
First American Bank
INCREASED24,64723,464+1,183+5%$9.8M$9.0M-$704.9K2026-10-27
Mcrae Capital Management Inc
INCREASED24,58924,171+418+2%$10.0M$9.0M-$1.0M2026-10-15
GF Fund Management Co. Ltd.
UNCHANGED24,58824,58800%$10.2M$9.0M-$1.2M2026-10-26
QV Investors Inc.
DECREASED24,49424,874-380-2%$10.3M$9.0K-$10.3M2026-10-20
Carnegie Lake Advisors LLC
UNCHANGED24,44624,44600%$10.2M$9.0M-$1.2M2026-11-06
Lake Street Private Wealth, LLC
DECREASED24,23224,723-491-2%$10.3M$8.9M-$1.4M2026-10-22
Pioneer Trust Bank N A
INCREASED23,95923,854+105+0%$9.9M$8.8M-$1.1M2026-11-06
Alps Advisors Inc
DECREASED23,86627,758-3,892-14%$11.5M$8.8M-$2.8M2026-11-03
Victrix Investment Advisors
INCREASED23,62923,443+186+1%$9.7M$8.7M-$1.1M2026-10-13
Penobscot Investment Management Company, Inc.
INCREASED23,60121,503+2,098+10%$8.9M$8.7M-$273.8K2026-10-26
Securian Asset Management, Inc
DECREASED23,31524,133-818-3%$10.3M$8.6M-$1.7M2026-11-06
Fulcrum Capital LLC
DECREASED23,17623,494-318-1%$9.8M$8.5M-$1.3M2026-10-15
Fideuram Asset Management (Ireland) dac
DECREASED23,168128,592-105,424-82%$50.0M$9.5M-$40.5M2026-10-29
JAG Capital Management, LLC
INCREASED23,16322,794+369+2%$9.5M$8.5M-$971.2K2026-11-06
Consolidated Investment Group LLC
UNCHANGED23,13023,13000%$9.6M$8.5M-$1.1M2026-11-04
Chesley Taft & Associates LLC
DECREASED23,05624,620-1,564-6%$10.2M$8.5M-$1.8M2026-10-13
Texas Capital Bank Wealth Management Services Inc
INCREASED22,84322,258+585+3%$9.3M$8.4M-$865.9K2026-11-09
Wedbush Securities Inc
DECREASED22,75623,548-792-3%$9.8M$8.4K-$9.8M2026-10-22
Signaturefd, LLC
INCREASED22,61822,240+378+2%$9.2M$8.3M-$941.0K2026-10-23
Harbour Investments, Inc.
DECREASED22,45623,835-1,379-6%$9.9M$8.2M-$1.7M2026-11-09
Obermeyer Wealth Partners
DECREASED22,22323,140-917-4%$9.6M$8.2M-$1.5M2026-10-21
Ferguson Wellman Capital Management, Inc
DECREASED22,11822,200-820%$9.2M$8.1M-$1.1M2026-10-05
Ashton Thomas Private Wealth, LLC
DECREASED22,11123,459-1,348-6%$9.8M$8.1M-$1.6M2026-11-03
Morguard Lincluden Global Investments Ltd
DECREASED21,95522,589-634-3%$9.4M$8.1K-$9.4M2026-10-28
University of Texas S AM Investment Management Co
INCREASED21,805475+21,330+4491%$197.4K$8.0M+$7.8M2026-11-03
Bretton Capital Management, LLC
UNCHANGED21,70021,70000%$9.0M$8.0M-$1.1M2026-10-22
Turtle Creek Wealth Advisors, LLC
DECREASED21,62421,800-176-1%$9.1M$7.9M-$1.1M2026-10-15
Banque de Luxembourg S.A.
DECREASED21,61122,683-1,072-5%$9.4M$7.9M-$1.5M2026-10-14
Greenwood Capital Associates LLC
DECREASED21,53221,632-1000%$9.0M$7.9M-$1.1M2026-10-27
BG Investment Services, LLC
INCREASED21,3751,236+20,139+1629%$513.7K$7.8M+$7.3M2026-10-23
Evergreen Capital Management LLC
INCREASED21,34021,037+303+1%$8.7M$7.8M-$910.1K2026-10-23
North Point Portfolio Managers Corp
DECREASED21,32722,058-731-3%$9.2M$7.8M-$1.3M2026-10-07
Sather Financial Group Inc
UNCHANGED21,32521,32500%$8.9M$7.8M-$1.0M2026-10-30
First Citizens Bank & Trust Co
INCREASED21,29417,641+3,653+21%$7.3M$7.8M+$484.5K2026-10-14
Pinnacle Associates LTD
DECREASED21,18221,693-511-2%$9.0M$7.8M-$1.2M2026-10-20
WP Advisors, LLC
DECREASED21,13421,846-712-3%$9.1M$7.8M-$1.3M2026-10-22
WealthPlan Investment Management, LLC
INCREASED21,04918,649+2,400+13%$7.8M$7.7M-$24.3K2026-10-15
J.W. Cole Advisors, Inc.
DECREASED20,58421,280-696-3%$8.8M$7.6M-$1.3M2026-11-05
Lowe Brockenbrough & Co Inc
INCREASED20,50820,450+58+0%$8.5M$7.5M-$971.8K2026-11-09
Great Waters Wealth Management
DECREASED20,42620,620-194-1%$8.6M$7.5M-$1.1M2026-10-07
Machina Capital S.A.S.
NEW20,424—+20,424——$7.5M—2026-11-05
McGinn Penninger Investment Management, Inc.
DECREASED20,42221,126-704-3%$8.8M$7.5K-$8.8M2026-11-09
Ritholtz Wealth Management
DECREASED20,36822,405-2,037-9%$9.3M$7.5M-$1.8M2026-11-05
Great Valley Advisor Group, Inc.
DECREASED20,14020,268-128-1%$8.4M$7.4M-$1.0M2026-11-09
Parcion Private Wealth LLC
DECREASED19,62119,889-268-1%$8.3M$7.2M-$1.1M2026-10-28
Simplicity Wealth,LLC
DECREASED19,61931,667-12,048-38%$13.2M$7.2M-$6.0M2026-10-23
Ascent Group, LLC
DECREASED19,44919,555-106-1%$8.1M$7.1M-$988.5K2026-10-30
Hennion & Walsh Asset Management, Inc.
INCREASED19,27614,653+4,623+32%$6.1M$7.1M+$985.6K2026-10-13
LEE Danner & Bass Inc
DECREASED19,24619,547-301-2%$8.1M$7.1M-$1.1M2026-10-27
Capital Investment Advisors, LLC
DECREASED19,04619,054-80%$7.9M$7.0M-$928.0K2026-10-22
Burney Co/
DECREASED18,87919,625-746-4%$8.2M$6.9M-$1.2M2026-10-15
Sagespring Wealth Partners, LLC
INCREASED18,77212,729+6,043+47%$5.3M$6.9M+$1.6M2026-10-22
Convergence Investment Partners, LLC
INCREASED18,76214,197+4,565+32%$5.9M$6.9M+$986.1K2026-10-28
Brookstone Capital Management
INCREASED18,70018,312+388+2%$7.6M$6.9M-$746.9K2026-10-22
Belpointe Asset Management LLC
INCREASED18,69411,412+7,282+64%$4.7M$6.9M+$2.1M2026-11-09
Stolper Co
INCREASED18,63218,531+101+1%$7.7K$6.8K-$8632026-10-13
Masterinvest Kapitalanlage GmbH
INCREASED18,41713,927+4,490+32%$5.8M$6.8M+$972.0K2026-11-03
Aurora Investment Managers, Llc.
INCREASED18,03918,038+1+0%$7.5K$6.6K-$8752026-10-15
Spire Wealth Management
DECREASED17,83217,949-117-1%$7.5M$6.5M-$914.9K2026-10-30
CFC Planning Co LLC
INCREASED17,78716,316+1,471+9%$6.8M$6.5M-$251.4K2026-10-28
AlphaCore Capital LLC
INCREASED17,77314,684+3,089+21%$6.1M$6.5M+$421.0K2026-11-04
Ballast, Inc.
INCREASED17,68717,484+203+1%$7.3M$6.5M-$774.3K2026-10-20
Smith Salley Wealth Management
INCREASED17,40517,096+309+2%$7.1M$6.4M-$716.4K2026-11-03
Aviance Capital Partners, LLC
INCREASED17,22016,642+578+3%$6.9M$6.3M-$595.8K2026-10-29
Cohen Klingenstein LLC
UNCHANGED17,20017,20000%$7.1M$6.3M-$835.1K2026-10-15
Clear Harbor Asset Management, LLC
INCREASED17,15814,000+3,158+23%$5.8M$6.3M+$479.5K2026-11-05
Altrius Capital Management Inc
DECREASED17,14618,188-1,042-6%$7.6M$6.3M-$1.3M2026-11-05
Greenleaf Trust
DECREASED17,13418,096-962-5%$7.5M$6.3M-$1.2M2026-10-29
Bdf-Gestion
INCREASED17,08914,443+2,646+18%$1.3M$6.3M+$5.0M2026-10-19
Chemistry Wealth Management LLC
DECREASED17,06917,135-660%$7.1M$6.3M-$856.2K2026-10-16
Meiji Yasuda America Inc
INCREASED17,0638,301+8,762+106%$3.5M$6.3M+$2.8M2026-10-22
Morse Asset Management, Inc
INCREASED17,02116,714+307+2%$6.9M$6.2M-$698.8K2026-11-09
Citizens Financial Group Inc
DECREASED16,84819,543-2,695-14%$8.1M$6.2M-$1.9M2026-10-23
HWG Holdings LP
INCREASED16,83913,947+2,892+21%$5.8M$6.2M+$384.5K2026-10-08
Valley Wealth Managers, Inc.
DECREASED16,78316,868-850%$7.0M$6.2M-$850.1K2026-10-09
Citizens National Bank Trust Department
DECREASED16,77516,924-149-1%$7.0M$6.2M-$876.4K2026-11-04
Commonwealth Retirement Investments LLC
INCREASED16,62315,970+653+4%$6.6M$6.1M-$535.5K2026-10-26
Lynch Asset Management, Inc.
UNCHANGED16,55016,55000%$6.9M$6.1M-$803.5K2026-10-28
Fifth Third Wealth Advisors LLC
DECREASED16,37016,615-245-1%$6.9M$6.0M-$896.6K2026-10-22
Blue Fin Capital, Inc.
INCREASED16,35216,254+98+1%$6.8M$6.0M-$753.0K2026-10-28
Garrison Bradford & Associates Inc
DECREASED16,29317,102-809-5%$7.1M$6.0M-$1.1M2026-10-27
J. Safra Sarasin Holding AG
DECREASED16,27427,201-10,927-40%$10.9M$5.7M-$5.2M2026-10-26
Goelzer Investment Management, Inc.
DECREASED16,24817,688-1,440-8%$7.4M$6.0M-$1.4M2026-10-16
UMB Bank, n.a.
DECREASED16,20817,448-1,240-7%$7.3M$5.9M-$1.3M2026-11-06
Chronos Wealth Management, LLC
DECREASED16,11016,130-200%$6.7M$5.9M-$790.5K2026-10-20
Valeo Financial Advisors, LLC
DECREASED16,01916,110-91-1%$6.7M$5.9M-$815.6K2026-10-08
Nicholas Company, Inc.
UNCHANGED16,00716,00700%$6.7M$5.9M-$777.1K2026-11-05
Hohimer Wealth Management, LLC
DECREASED15,99918,403-2,404-13%$7.6M$5.9M-$1.8M2026-11-04
Farmers & Merchants Trust Co of Long Beach
INCREASED15,89315,812+81+1%$6.6M$5.8M-$737.9K2026-10-22
GHP Investment Advisors, Inc.
INCREASED15,89015,553+337+2%$6.5M$5.8M-$631.4K2026-10-15
Sigma Investment Counselors Inc
INCREASED15,78710,309+5,478+53%$4.3M$5.8M+$1.5M2026-10-27
VestGen Advisors, LLC
DECREASED15,71617,105-1,389-8%$7.1M$5.8M-$1.3M2026-10-27
Badgley Phelps Wealth Managers, LLC
DECREASED15,44817,589-2,141-12%$7.3M$5.7M-$1.6M2026-10-22
Crestwood Advisors Group, LLC
INCREASED15,4208,258+7,162+87%$3.4M$5.7M+$2.2M2026-10-27
Fiduciary Alliance LLC
DECREASED15,39715,616-219-1%$6.5M$5.7M-$838.6K2026-10-13
AMG National Trust Bank
INCREASED15,33614,966+370+2%$6.2M$5.6M-$590.8K2026-11-05
Kathmere Capital Management, LLC
INCREASED15,3187,823+7,495+96%$3.3M$5.6M+$2.4M2026-10-20
Wesbanco Bank Inc
DECREASED15,25216,560-1,308-8%$6.9M$5.6M-$1.3M2026-11-04
Lester Murray Antman dba SimplyRich
DECREASED15,24715,443-196-1%$6.4M$5.6M-$821.1K2026-11-06
GC Wealth Management RIA, LLC
DECREASED15,21615,847-631-4%$6.6M$5.6M-$1.0M2026-11-02
Ceera Investments, LLC
DECREASED15,14216,193-1,051-6%$6.7M$5.6M-$1.2M2026-11-02
Busey Bank
DECREASED15,12415,141-170%$6.3M$5.6M-$741.3K2026-10-26
Kingstone Capital Partners Texas, LLC
INCREASED15,02314,860+163+1%$6.2M$5.5M-$661.7K2026-11-03
Montaka Global Pty Ltd
NEW15,000—+15,000——$5.5M—2026-11-05
Sivik Global Healthcare LLC
INCREASED15,00010,000+5,000+50%$2.7K$5.5M+$5.5M2026-10-13
LSV Asset Management
DECREASED14,97815,565-587-4%$6.5M$5.5K-$6.5M2026-11-06
Highland Capital Management, LLC
DECREASED14,96217,582-2,620-15%$7.3M$5.5M-$1.8M2026-10-26
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED14,83214,83200%$6.2M$6.2M$02026-10-15
Kepler Cheuvreux (Suisse) SA
INCREASED14,7821,923+12,859+669%$799.3K$5.4M+$4.6M2026-10-20
Portfolio Design Labs, LLC
INCREASED14,62814,201+427+3%$5.9M$5.4M-$532.6K2026-11-04
Wedmont Private Capital
INCREASED14,61313,166+1,447+11%$5.6M$5.4M-$170.2K2026-10-09
WoodTrust Financial Corp
DECREASED14,55428,869-14,315-50%$12.0M$5.3K-$12.0M2026-10-09
PKO Investment Management Joint-Stock Co
INCREASED14,50013,489+1,011+7%$5.6M$5.3M-$283.8K2026-10-19
Harbor Investment Advisory, LLC
DECREASED14,49914,748-249-2%$6.1M$5.3M-$807.1K2026-10-13
Ninety One North America, Inc.
INCREASED14,37411,518+2,856+25%$4.8M$5.3M+$489.2K2026-10-15
365 WMG Private Fund I: Primus Fund LLC
NEW14,327—+14,327——$5.3M—2026-10-20
Axecap Investments, LLC
INCREASED14,32713,996+331+2%$5.8M$5.3M-$558.1K2026-10-20
Maia Wealth LLC
INCREASED14,25212,104+2,148+18%$5.0M$5.2M+$200.7K2026-10-19
Bell & Brown Wealth Advisors, LLC
DECREASED14,24514,604-359-2%$6.1M$5.2M-$840.9K2026-10-16
Avantax Planning Partners, Inc.
INCREASED14,1605,163+8,997+174%$2.1M$5.2M+$3.1M2026-11-03
Schmidt P J Investment Management Inc
DECREASED14,13614,951-815-5%$6.2M$5.2M-$1.0M2026-11-02
Central Pacific Bank - Trust Division
DECREASED13,95615,098-1,142-8%$6.3M$5.1M-$1.2M2026-10-06
B. Riley Wealth Advisors, Inc.
INCREASED13,94111,819+2,122+18%$5.0M$5.1M+$155.6K2026-10-13
Profund Advisors LLC
DECREASED13,72614,020-294-2%$5.8M$5.0M-$788.6K2026-10-29
Clearstead Advisors, LLC
DECREASED13,64913,787-138-1%$5.7M$5.0M-$722.8K2026-11-06
Griffith & Werner, Inc.
INCREASED13,64213,278+364+3%$5.5M$5.0M-$511.2K2026-11-04
Allen Operations LLC
UNCHANGED13,63313,63300%$5.7M$5.0M-$661.9K2026-11-03
Wilmington Savings Fund Society, FSB
DECREASED13,60017,341-3,741-22%$7.2M$5.0M-$2.2M2026-10-23
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
DECREASED13,56852,234-38,666-74%$21.7M$5.0M-$16.7M2026-10-22
Trillium Asset Management, LLC
DECREASED13,53715,493-1,956-13%$6.4M$5.0M-$1.5M2026-11-09
Frank, Rimerman Advisors LLC
DECREASED13,50814,325-817-6%$6.0M$5.0M-$995.4K2026-10-16
Inspire Trust Co, N.A.
UNCHANGED13,50013,50000%$5.6M$5.0M-$655.4K2026-11-05
Hantz Financial Services, Inc.
DECREASED13,49813,540-420%$5.6M$5.0K-$5.6M2026-11-09
Independent Financial Group, LLC
INCREASED13,4749,368+4,106+44%$3.9M$4.9M+$1.1M2026-10-13
Scissortail Wealth Management, LLC
INCREASED13,42113,096+325+2%$5.4M$4.9M-$516.5K2026-11-03
Cidel Asset Management Inc
INCREASED13,32313,198+125+1%$5.5M$4.9M-$594.9K2026-10-29
Perigon Wealth Management, LLC
INCREASED13,23710,008+3,229+32%$4.2M$4.9M+$699.5K2026-10-22
Meridian Wealth Management, LLC
DECREASED13,14513,546-401-3%$5.6M$4.8M-$804.8K2026-11-05
Linscomb Wealth, Inc.
INCREASED13,13313,056+77+1%$5.4M$4.8M-$605.6K2026-11-05
Prescott Group Capital Management, L.L.C.
UNCHANGED13,09313,09300%$5.4M$4.8M-$635.7K2026-10-30
NBT Bank, N.A.
INCREASED13,05812,952+106+1%$5.4M$4.8M-$590.1K2026-10-21
LEE Johnson Capital Management, LLC
DECREASED13,05214,869-1,817-12%$6.2M$4.8M-$1.4M2026-11-09
Kentucky Farm Bureau Mutual Insurance Co
UNCHANGED13,00013,00000%$5.4M$4.8M-$631.2K2026-11-06
Sky Investment Group LLC
INCREASED12,92512,785+140+1%$5.3M$4.7M-$569.3K2026-10-30
Money Concepts Capital Corp
INCREASED12,87911,916+963+8%$5.0M$4.7M-$225.1K2026-11-06
Capital Investment Advisory Services, LLC
INCREASED12,83012,199+631+5%$5.1M$4.7M-$360.6K2026-10-30
SBI Securities Co., Ltd.
DECREASED12,74913,485-736-5%$5.6M$4.7M-$924.9K2026-10-22
LexAurum Advisors, LLC
INCREASED12,65612,589+67+1%$5.2M$4.6M-$586.7K2026-10-19
Naples Global Advisors, LLC
INCREASED12,63812,559+79+1%$5.2M$4.6M-$580.8K2026-11-05
Point Windward Advisors Inc.
DECREASED12,63612,714-78-1%$5.3M$4.6M-$646.1K2026-11-06
Community Bank & Trust, Waco, Texas
INCREASED12,61511,330+1,285+11%$4.7M$4.6K-$4.7M2026-10-19
Western Financial Corp
NEW12,607—+12,607——$4.6M—2026-10-14
Milestone Asset Management, LLC
INCREASED12,48010,910+1,570+14%$4.5M$4.6M+$46.4K2026-10-15
GAM Holding AG
DECREASED12,45716,889-4,432-26%$7.0M$4.6M-$2.4M2026-11-03
Williams Jones Wealth Management, Llc.
DECREASED12,44613,606-1,160-9%$5.7M$4.6M-$1.1M2026-11-05
Leeward Financial Partners, LLC
DECREASED12,39112,411-200%$5.2M$4.5M-$609.8K2026-10-23
Collar Capital Management, LLC
DECREASED12,38812,418-300%$5.2M$4.5M-$613.9K2026-10-28
Beverly Hills Private Wealth, LLC
DECREASED12,37814,999-2,621-17%$6.2M$4.5M-$1.7M2026-11-04
Parr Mcknight Wealth Management Group, LLC
DECREASED12,37312,479-106-1%$5.2M$4.5M-$644.8K2026-10-30
International Assets Investment Management, LLC
DECREASED12,281425,691-413,410-97%$7.1M$4.5M-$2.6M2026-11-02
Sigma Planning Corp
DECREASED12,26212,723-461-4%$5.3M$4.5M-$791.1K2026-10-23
Dynamic Advisor Solutions LLC
INCREASED12,14411,769+375+3%$4.9M$4.5M-$434.0K2026-10-13
Simon Quick Advisors, LLC
DECREASED12,04613,772-1,726-13%$5.7M$4.4M-$1.3M2026-10-26
Guardian Partners Inc.
DECREASED12,04312,224-181-1%$5.1M$4.4M-$659.9K2026-10-21
TD Private Client Wealth LLC
INCREASED12,03911,937+102+1%$5.0M$4.4M-$542.1K2026-10-28
Compound Planning, Inc.
DECREASED11,95913,585-1,626-12%$5.6M$4.4M-$1.3M2026-11-09
Marks Group Wealth Management, Inc
DECREASED11,93223,818-11,886-50%$9.9M$4.4M-$5.5M2026-11-05
Legacy Private Trust Co.
INCREASED11,92911,720+209+2%$4.9M$4.4M-$492.3K2026-10-06
Accredited Investors Inc.
INCREASED11,83311,819+14+0%$4.9M$4.3M-$568.5K2026-11-03
West Branch Capital LLC
INCREASED11,64811,589+59+1%$4.8M$4.3M-$540.7K2026-10-20
Ashurst Perkins Coie Trust Co
DECREASED11,62912,218-589-5%$5.1M$4.3M-$809.5K2026-10-15
Mission Wealth Management, LP
DECREASED11,58818,946-7,358-39%$7.9M$4.3M-$3.6M2026-10-15
HighPoint Advisor Group LLC
INCREASED11,57311,550+23+0%$4.8M$4.2M-$552.4K2026-11-09
Flagship Harbor Advisors, LLC
DECREASED11,50511,778-273-2%$4.9M$4.2M-$672.1K2026-10-26
Liberty Capital Management, Inc.
DECREASED11,45712,336-879-7%$5.1M$4.2M-$921.6K2026-11-02
Sepio Capital, LP
DECREASED11,44712,397-950-8%$5.2M$4.2M-$950.2K2026-10-22
Leavell Investment Management, Inc.
DECREASED11,44411,733-289-2%$4.9M$4.2M-$675.7K2026-11-09
YHB Investment Advisors, Inc.
DECREASED11,41211,642-230-2%$4.8M$4.2M-$649.6K2026-10-08
HUB Investment Partners, LLC
DECREASED11,38717,362-5,975-34%$7.2M$4.2M-$3.0M2026-11-03
Matauro, LLC
DECREASED11,30612,334-1,028-8%$5.1M$4.2M-$976.2K2026-11-03
Trilogy Capital Inc.
DECREASED11,28812,033-745-6%$5.0M$4.1M-$857.9K2026-10-20
Aaron Wealth Advisors LLC
INCREASED11,26610,803+463+4%$4.5M$4.1M-$354.5K2026-10-13
Crossmark Global Holdings, Inc.
DECREASED11,21111,569-358-3%$4.8M$4.1M-$693.1K2026-10-21
Koshinski Asset Management, Inc.
DECREASED11,19611,319-123-1%$4.7M$4.1M-$594.9K2026-10-29
Resonant Capital Advisors, LLC
DECREASED11,17311,340-167-1%$4.7M$4.1M-$611.9K2026-10-15
William B. Walkup & Associates, Inc.
INCREASED11,14810,383+765+7%$4.3M$4.1M-$223.4K2026-11-05
Bell Asset Management Ltd
DECREASED11,09611,360-264-2%$4.7M$4.1M-$648.4K2026-10-08
Lountzis Asset Management, LLC
INCREASED11,02910,122+907+9%$4.2M$4.0M-$158.5K2026-10-30
Bluesphere Advisors LLC
DECREASED10,96911,445-476-4%$4.8M$4.0M-$730.3K2026-10-19
Brooklands Fund Management Ltd
DECREASED10,82018,214-7,394-41%$7.8M$4.0M-$3.8M2026-10-28
Signal Advisors Wealth, LLC
DECREASED10,73611,327-591-5%$4.7M$3.9M-$766.9K2026-10-13
Confluence Wealth Services, Inc.
INCREASED10,6597,916+2,743+35%$3.3M$3.9M+$622.4K2026-11-05
Woodmont Investment Counsel LLC
INCREASED10,63910,631+8+0%$4.4M$3.9M-$513.2K2026-10-29
CPC Advisors, LLC
INCREASED10,6041,503+9,101+606%$624.8K$3.9M+$3.3M2026-10-21
Acropolis Investment Management, LLC
DECREASED10,57710,706-129-1%$4.4M$3.9M-$567.1K2026-10-08
Krilogy Financial LLC
INCREASED10,57210,051+521+5%$4.2M$4.0M-$175.6K2026-10-13
Integrated Advisors Network LLC
DECREASED10,55411,613-1,059-9%$4.8M$3.9M-$952.6K2026-10-20
Kingswood Wealth Advisors, LLC
INCREASED10,5259,283+1,242+13%$3.9M$3.9M+$5.1K2026-10-23
China Universal Asset Management Co., Ltd.
INCREASED10,4628,347+2,115+25%$3.5M$3.9M+$453.4K2026-10-28
Kornitzer Capital Management Inc
DECREASED10,45410,852-398-4%$4.5M$3.8M-$673.0K2026-11-03
Tritonpoint Wealth, LLC
DECREASED10,43310,952-519-5%$4.6M$3.8M-$722.1K2026-10-19
Alta Capital Management LLC/
DECREASED10,39111,572-1,181-10%$4.8M$3.8M-$995.4K2026-10-26
Coastline Trust Co
DECREASED10,22310,965-742-7%$4.6M$3.8M-$804.7K2026-10-01
Signet Investment Advisory Group, Inc.
INCREASED10,2049,914+290+3%$4.1M$3.7M-$374.9K2026-10-30
Equitable Trust Co
DECREASED10,12215,220-5,098-33%$6.3M$3.7M-$2.6M2026-10-13
TritonPoint Partners, LLC
DECREASED10,04513,038-2,993-23%$5.4M$3.7M-$1.7M2026-11-05
Mitchell & Pahl Private Wealth, LLC
INCREASED10,0419,651+390+4%$4.0M$3.7M-$325.4K2026-10-14
Trust Asset Management LLC
UNCHANGED10,01010,01000%$4.2M$3.7M-$486.0K2026-11-03
Value Partners Investments Inc.
DECREASED10,00010,035-350%$4.2M$3.7M-$491.0K2026-10-19
Clear Trail Advisors, LLC
INCREASED9,9215,700+4,221+74%$2.4M$3.6M+$1.3M2026-10-20
Modera Wealth Management, LLC
INCREASED9,8849,699+185+2%$4.0M$3.6M-$403.1K2026-10-28
Comprehensive Financial Consultants Institutional, Inc.
NEW9,869—+9,869——$3.6M—2026-10-15
Robeco Schweiz AG
DECREASED9,80410,949-1,145-10%$4.6M$3.6M-$951.9K2026-10-23
Brown Miller Wealth Management, LLC
DECREASED9,74411,685-1,941-17%$4.9M$3.6M-$1.3M2026-11-02
Chickasaw Capital Management LLC
DECREASED9,66910,059-390-4%$4.2K$3.5M+$3.5M2026-10-08
Montag A & Associates Inc
INCREASED9,6108,784+826+9%$3.7M$3.5M-$123.3K2026-10-29
Harbour Capital Advisors, LLC
DECREASED9,5319,586-55-1%$4.1M$3.5M-$571.8K2026-10-13
Marathon Wealth Advisors LLC
INCREASED9,4869,410+76+1%$3.9M$3.5M-$429.2K2026-11-04
Eclectic Associates Inc
DECREASED9,4829,776-294-3%$4.1M$3.5M-$582.5K2026-10-09
M Holdings Securities, Inc.
NEW9,476—+9,476——$3.8K—2026-11-03
Partners Wealth Management, LLC
NEW9,411—+9,411——$3.5M—2026-10-28
Grimes & Co Wealth Management, LLC
INCREASED9,3918,880+511+6%$3.7M$3.4M-$243.5K2026-10-29
Integrity Alliance, Llc.
DECREASED9,3799,384-50%$3.9M$3.4M-$457.7K2026-10-29
First Horizon Corp
DECREASED9,3699,505-136-1%$4.0M$3.4M-$511.4K2026-10-26
Petros Family Wealth, LLC
INCREASED9,3238,931+392+4%$3.7M$3.4M-$289.6K2026-10-28
Caliber Wealth Management, LLC / KS
DECREASED9,2899,338-49-1%$3.9M$3.4M-$471.3K2026-11-04
AdvisorNet Financial, Inc
DECREASED9,2369,604-368-4%$4.0M$3.7M-$337.6K2026-10-15
Fulton Bank, N.A.
INCREASED9,2268,874+352+4%$3.7M$3.4M-$301.6K2026-10-14
R.H. Investment Group, LLC
INCREASED9,2209,066+154+2%$3.8M$3.4M-$383.6K2026-11-09
Aljian Capital Management, LLC
DECREASED9,1979,618-421-4%$4.0M$3.4M-$621.5K2026-10-28
HBW Advisory Services LLC
DECREASED9,19511,519-2,324-20%$4.8M$3.4M-$1.4M2026-10-15
Castleview Partners, LLC
INCREASED9,1918,888+303+3%$3.7M$3.4M-$320.2K2026-10-09
Focused Wealth Management, Inc
INCREASED9,1858,640+545+6%$3.6M$3.4M-$219.3K2026-10-30
Lockheed Martin Investment Management Co
DECREASED9,16014,770-5,610-38%$6.1M$3.4M-$2.8M2026-11-04
Flavin Financial Services, Inc.
DECREASED9,0699,082-130%$3.8M$3.3M-$445.7K2026-10-21
Poehling Capital Management, Inc.
DECREASED9,0549,075-210%$3.8M$3.3M-$448.3K2026-10-20
Pine Valley Investments Ltd Liability Co
DECREASED9,0369,398-362-4%$3.9M$3.3M-$589.0K2026-11-09
Cornerstone Planning, LLC
INCREASED9,0348,989+45+1%$3.7M$3.6M-$117.9K2026-10-27
RFG Advisory, LLC
INCREASED9,0035,387+3,616+67%$2.2M$3.3M+$1.1M2026-11-03
HBK Sorce Advisory LLC
DECREASED8,9569,264-308-3%$3.8M$3.5M-$279.5K2026-11-06
Venture Visionary Partners LLC
DECREASED8,9279,255-328-4%$3.8M$3.3M-$569.7K2026-10-07
U S Wealth Group, Llc.
DECREASED8,8968,901-50%$3.7M$3.3M-$434.0K2026-11-09
Wealthcare Advisory Partners LLC
INCREASED8,8778,579+298+3%$3.6M$3.3M-$307.2K2026-10-21
Glenview Trust Co
DECREASED8,7708,970-200-2%$3.7M$3.2M-$508.9K2026-10-28
RED Cedar Investment Management, LLC
INCREASED8,7133,494+5,219+149%$1.5M$3.2M+$1.7M2026-11-04
Chicago Partners Investment Group LLC
INCREASED8,6987,413+1,285+17%$3.1M$3.6M+$496.6K2026-10-27
BigSur Wealth Management LLC
UNCHANGED8,6948,69400%$3.6M$3.2M-$422.1K2026-10-13
Indivisible Partners
INCREASED8,6417,784+857+11%$3.2M$3.2M-$63.2K2026-10-26
AMI Investment Management Inc
DECREASED8,6328,990-358-4%$3.7M$3.2M-$567.9K2026-10-27
Symphony Financial, Ltd. Co.
INCREASED8,5985,419+3,179+59%$2.3M$3.2M+$884.3K2026-10-22
Family Legacy, Inc.
INCREASED8,5988,439+159+2%$3.5M$3.2M-$351.3K2026-10-13
Ping Capital Management, Inc.
UNCHANGED8,5008,50000%$3.5M$3.1M-$412.7K2026-10-13
Cigna Investments Inc
DECREASED8,4708,559-89-1%$3.6M$3.1K-$3.6M2026-10-19
Missouri Trust & Investment Co
INCREASED8,4658,100+365+5%$3.4M$3.1M-$249.3K2026-11-04
Harrell Investment Partners, LLC
INCREASED8,4407,270+1,170+16%$3.0M$3.1M+$76.6K2026-10-15
Concord Wealth Partners
INCREASED8,3758,308+67+1%$3.5M$3.1M-$379.0K2026-11-02
Concord Asset Management, LLC
INCREASED8,3288,055+273+3%$3.3M$3.1M-$290.9K2026-11-02
Lazari Capital Management, Inc.
DECREASED8,3178,680-363-4%$3.6M$3.1M-$554.7K2026-10-20
Titleist Asset Management, LLC
UNCHANGED8,2868,28600%$3.4M$3.0M-$402.3K2026-10-08
Generali Investments, Management Co LLC
DECREASED8,2169,024-808-9%$3.8M$3.0M-$734.7K2026-10-19
Avior Wealth Management, LLC
DECREASED8,18610,068-1,882-19%$4.2M$3.0M-$1.2M2026-10-13
Avidian Wealth Enterprises, LLC
DECREASED8,1268,139-130%$3.4M$3.0M-$399.8K2026-10-08
Procyon Advisors, LLC
DECREASED8,1218,760-639-7%$3.6M$3.0M-$660.0K2026-10-21
Salem Investment Counselors Inc
DECREASED8,11310,200-2,087-20%$4.2M$3.0M-$1.3M2026-10-13
Granite Investment Partners, LLC
DECREASED8,0908,520-430-5%$3.5M$3.0M-$571.5K2026-11-04
Pathway Financial Advisers, LLC
INCREASED8,0887,920+168+2%$3.3M$3.0M-$322.7K2026-10-27
Fortis Capital Advisors, LLC
INCREASED8,0581,001+7,057+705%$416.1K$3.0M+$2.5M2026-11-09
Shoker Investment Counsel, Inc.
INCREASED8,0397,925+114+1%$3.3M$3.0M-$343.0K2026-11-04
Ables, Iannone, Moore & Associates, Inc.
INCREASED7,9967,978+18+0%$3.3M$2.9M-$380.7K2026-10-06
Mystic Asset Management, Inc.
INCREASED7,9647,794+170+2%$3.2M$2.9M-$316.0K2026-10-15
Summit Global Investments
INCREASED7,9445,356+2,588+48%$2.2M$2.9K-$2.2M2026-10-28
Wright Investors Service Inc
DECREASED7,9038,039-136-2%$3.3M$2.9M-$440.2K2026-11-02
Chicago Trust Co NA
INCREASED7,8996,654+1,245+19%$2.8M$2.9M+$134.0K2026-10-28
Interchange Capital Partners, LLC
DECREASED7,8508,088-238-3%$3.4M$2.9M-$480.1K2026-10-28
Blue Trust, Inc.
INCREASED7,8347,589+245+3%$3.2M$2.9M-$278.5K2026-10-15
Premier Path Wealth Partners, LLC
DECREASED7,7417,830-89-1%$3.3M$2.8M-$412.8K2026-10-16
SWS Partners
DECREASED7,7067,714-80%$3.2M$2.8M-$377.6K2026-10-26
KCM Investment Advisors LLC
DECREASED7,7017,896-195-2%$3.3M$2.8M-$454.9K2026-10-27
Udine Wealth Management, Inc.
INCREASED7,6747,530+144+2%$3.1M$2.8M-$312.7K2026-10-23
Rare Wolf Capital LLC
INCREASED7,6707,563+107+1%$3.1M$2.8M-$327.9K2026-10-20
MPS Loria Financial Planners, LLC
INCREASED7,6647,619+45+1%$3.2M$2.8M-$353.5K2026-10-14
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED7,6564,523+3,133+69%$1.9M$2.8M+$930.5K2026-10-27
Kintegral Advisory, LLC
INCREASED7,6377,594+43+1%$3.2M$2.8M-$352.9K2026-10-16
Plancorp, LLC
DECREASED7,6179,656-2,039-21%$4.1M$3.1M-$1.0M2026-11-03
Eos Management, L.P.
UNCHANGED7,6167,61600%$3.2M$2.8M-$369.8K2026-10-27
KMG Fiduciary Partners, LLC
DECREASED7,5908,955-1,365-15%$3.7M$2.8M-$935.7K2026-10-14
Studio Investment Management LLC
DECREASED7,5827,619-370%$3.2M$2.8M-$383.5K2026-10-22
Fulcrum Asset Management LLP
INCREASED7,5784,274+3,304+77%$1.8M$2.8M+$1.0M2026-11-04
Catalyst Financial Partners LLC
INCREASED7,5627,526+36+0%$3.1M$2.8M-$352.2K2026-11-06
Eastern Bank
DECREASED7,5597,663-104-1%$3.2M$2.8M-$410.2K2026-10-05
Donoghue Forlines LLC
DECREASED7,46913,767-6,298-46%$5.7M$2.7M-$3.0M2026-11-02
City Holding Co
INCREASED7,4466,369+1,077+17%$2.6M$2.7M+$86.0K2026-10-19
Csenge Advisory Group
INCREASED7,4126,297+1,115+18%$2.6M$2.7M+$103.8K2026-11-04
Baker Avenue Asset Management, LP
DECREASED7,3587,578-220-3%$3.1M$2.7M-$448.5K2026-11-06
Platform Technology Partners
INCREASED7,3577,226+131+2%$3.0M$2.7M-$302.6K2026-11-02
Shayne & Jacobs, LLC
DECREASED7,3557,455-100-1%$3.1M$2.7M-$398.6K2026-10-21
Schnieders Capital Management, Llc.
DECREASED7,3297,354-250%$3.1M$2.7M-$366.2K2026-11-09
SLT Holdings LLC
INCREASED7,3286,909+419+6%$2.9M$2.7M-$181.6K2026-10-15
Central Bank & Trust Co
DECREASED7,2817,514-233-3%$3.1M$2.7M-$450.3K2026-10-09
Kanawha Capital Management LLC
INCREASED7,2726,807+465+7%$2.8M$2.7M-$159.8K2026-10-19
Sierra Summit Advisors LLC
INCREASED7,2685,528+1,740+31%$2.3M$2.7M+$370.3K2026-10-28
Tilia Fiduciary Partners, Inc.
INCREASED7,2377,020+217+3%$2.9M$2.7M-$261.3K2026-10-09
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED7,2327,231+1+0%$3.0M$2.7M-$351.0K2026-10-13
Nicollet Investment Management, Inc.
DECREASED7,1887,464-276-4%$3.1M$2.6K-$3.1M2026-10-14
Community Bank, N.A.
INCREASED7,1267,101+25+0%$3.0M$2.6M-$335.6K2026-11-06
Fortis Group Advisors, LLC
DECREASED7,1097,515-406-5%$3.1M$2.9M-$230.5K2026-11-06
111 Capital
INCREASED7,0923,114+3,978+128%$1.3M$2.6M+$1.3M2026-11-03
Pinnacle West Asset Management, Inc.
DECREASED7,0887,338-250-3%$3.1M$2.6K-$3.0M2026-11-09
Tounjian Advisory Partners, LLC
DECREASED7,0637,748-685-9%$3.2M$2.6M-$627.5K2026-11-04
1834 Investment Advisors Co
DECREASED7,0317,750-719-9%$3.2M$2.6M-$640.2K2026-10-16
Fragasso Financial Advisors Inc
DECREASED7,0307,494-464-6%$3.1M$2.7M-$448.3K2026-10-13
Bond & Devick Financial Network, Inc.
DECREASED7,0157,420-405-5%$3.1M$2.6M-$508.9K2026-10-23
OmniStar Financial Group, Inc.
NEW7,012—+7,012——$2.6M—2026-10-26
DeDora Capital, Inc.
DECREASED7,0067,550-544-7%$3.1M$2.6M-$566.1K2026-10-26
Impact Partnership Wealth, LLC
INCREASED6,9831,005+5,978+595%$417.8K$2.6M+$2.1M2026-11-09
White Pine Capital LLC
INCREASED6,9784,041+2,937+73%$1.7M$2.6M+$881.9K2026-11-09
Solidarity Wealth, LLC
INCREASED6,9775,902+1,075+18%$2.5M$2.6M+$108.1K2026-10-15
Trek Financial, LLC
DECREASED6,9687,189-221-3%$3.0M$2.6M-$430.1K2026-10-29
Impact Capital Partners LLC
DECREASED6,9587,014-56-1%$2.9M$2.6M-$361.1K2026-10-22
Larson Financial Group LLC
INCREASED6,9446,606+338+5%$2.7M$2.5M-$196.7K2026-11-05
Visionary Wealth Advisors
DECREASED6,9267,107-181-3%$3.0M$2.5M-$411.5K2026-11-04
Elevated Private Wealth, LLC
DECREASED6,8937,135-242-3%$3.0M$2.5M-$435.2K2026-10-15
Everhart Financial Group, Inc.
INCREASED6,8696,732+137+2%$2.8M$2.5M-$276.5K2026-10-08
CWC Advisors, Llc.
DECREASED6,8406,879-39-1%$2.9M$2.5M-$348.3K2026-10-15
Independence Bank of Kentucky
INCREASED6,8296,828+1+0%$2.8M$2.5M-$331.1K2026-10-26
S-Bank Fund Management Ltd
INCREASED6,7776,594+183+3%$2.7M$2.5M-$253.0K2026-11-06
Raab & Moskowitz Asset Management LLC
DECREASED6,7256,879-154-2%$2.9M$2.5M-$390.5K2026-11-02
Asahi Life Asset Management Co., Ltd.
DECREASED6,6968,251-1,555-19%$3.4M$2.5M-$971.4K2026-11-06
Griffin Asset Management, Inc.
DECREASED6,6886,764-76-1%$2.8M$2.5M-$356.3K2026-10-22
Capital Management Associates, Inc
DECREASED6,6356,738-103-2%$2.8M$2.4M-$364.8K2026-10-20
Thoroughbred Financial Services, LLC
DECREASED6,6326,693-61-1%$2.8M$2.4K-$2.8M2026-11-09
Sowell Financial Services LLC
INCREASED6,6215,883+738+13%$2.4M$2.4M-$14.6K2026-10-23
Daymark Wealth Partners, LLC
INCREASED6,6145,557+1,057+19%$2.3M$2.4M+$118.3K2026-11-04
Sendero Wealth Management, LLC
DECREASED6,5786,618-40-1%$2.8M$2.4M-$336.0K2026-10-14
Applied Capital LLC
DECREASED6,5226,537-150%$2.7M$2.4M-$322.9K2026-10-07
Alta Advisers Ltd
INCREASED6,5153,616+2,899+80%$1.5M$2.4M+$888.6K2026-11-02
Sullivan Wood Capital Management LLC
DECREASED6,4996,859-360-5%$2.9M$2.4M-$465.2K2026-10-13
Triasima Portfolio Management inc.
NEW6,495—+6,495——$2.4M—2026-10-15
Advisor OS, LLC
DECREASED6,4878,176-1,689-21%$3.4M$2.4M-$1.0M2026-11-03
Jacobi Capital Management LLC
INCREASED6,4476,425+22+0%$2.7M$2.4M-$303.8K2026-11-05
Accurate Wealth Management, LLC
INCREASED6,4395,507+932+17%$2.3M$2.4M+$91.2K2026-10-20
Moody National Bank Trust Division
DECREASED6,3876,544-157-2%$2.7M$2.3M-$375.3K2026-10-06
Greenfield Savings Bank
INCREASED6,3776,358+19+0%$2.6M$2.3M-$301.7K2026-10-07
TMB Capital Partners, LLC
DECREASED6,3516,683-332-5%$2.8M$2.3M-$446.6K2026-10-20
Moneco Advisors, LLC
INCREASED6,3436,149+194+3%$2.6M$2.3M-$227.6K2026-11-05
Trust Co of Vermont
DECREASED6,3346,459-125-2%$2.7M$2.3M-$359.5K2026-10-21
Altura Wealth Advisors Inc.
INCREASED6,3215,806+515+9%$2.4M$2.3M-$92.9K2026-10-22
Howard Capital Management, LLC
DECREASED6,3026,370-68-1%$2.6M$2.3M-$334.2K2026-10-16
Magnus Financial Group LLC
INCREASED6,2836,151+132+2%$2.6M$2.3M-$250.3K2026-10-21
Global Assets Advisory, LLC
DECREASED6,2587,662-1,404-18%$3.3M$2.3M-$925.6K2026-10-28
Asset Dedication, LLC
INCREASED6,2486,239+9+0%$2.6M$2.3M-$299.6K2026-11-03
Precedent Wealth Partners, LLC
INCREASED6,2415,103+1,138+22%$2.1M$2.3M+$170.1K2026-10-21
Carret Asset Management, LLC
DECREASED6,2206,370-150-2%$2.6M$2.3M-$364.2K2026-11-04
Delta Capital Management LLC
INCREASED6,2206,210+10+0%$2.6K$2.3K-$2982026-10-16
Vivid Wealth Management, LLC
DECREASED6,2186,302-84-1%$2.6M$2.3M-$336.8K2026-10-27
Axxion S.A.
INCREASED6,1335,453+680+12%$2.3M$2.3M-$15.1K2026-10-22
Dana Investment Advisors, Inc.
DECREASED6,1066,253-147-2%$2.6M$2.2M-$357.5K2026-11-06
Parkside Financial Bank & Trust
DECREASED6,0496,488-439-7%$2.7M$2.2M-$476.5K2026-10-27
Eagle Rock Investment Company, LLC
DECREASED6,02012,460-6,440-52%$5.2M$2.2M-$3.0M2026-10-21
Evergreen Wealth Management, LLC
DECREASED6,0196,021-20%$2.5M$2.2M-$293.0K2026-11-06
Viking Fund Management LLC
UNCHANGED6,0006,00000%$2.5M$2.2M-$291.3K2026-10-14
Neville Rodie & Shaw Inc
DECREASED5,9505,977-270%$2.5K$2.2K-$3002026-10-05
AlTi Global, Inc.
DECREASED5,88427,760-21,876-79%$11.5M$2.2M-$9.4M2026-11-09
Ashton Thomas Securities, LLC
DECREASED5,8775,914-37-1%$2.4M$2.2M-$279.6K2026-10-26
Valmark Advisers, Inc.
INCREASED5,8605,414+446+8%$2.3M$2.2M-$98.9K2026-11-06
Ulland Investment Advisors, LLC
DECREASED5,8395,924-85-1%$2.5K$2.1K-$3192026-10-13
PDS Planning, Inc
INCREASED5,8285,369+459+9%$2.2M$2.1M-$92.3K2026-11-03
Left Brain Wealth Management, LLC
INCREASED5,8161,002+4,814+480%$416.5K$2.1M+$1.7M2026-10-28
Cherokee Insurance Co
UNCHANGED5,8005,80000%$2.4M$2.1M-$281.6K2026-11-05
Western Wealth Management, LLC
DECREASED5,79411,736-5,942-51%$4.9M$2.1M-$2.8M2026-11-09
Kesler, Norman & Wride, LLC
DECREASED5,7626,031-269-4%$2.5M$2.1M-$391.7K2026-11-06
State of Wyoming
INCREASED5,7421,514+4,228+279%$629.3K$2.1M+$1.5M2026-10-28
Nfsg Corp
DECREASED5,7206,007-287-5%$2.5M$2.1M-$397.1K2026-10-15
Compass Financial Management LLC
DECREASED5,7176,452-735-11%$2.6M$2.1M-$532.5K2026-10-30
Compagnie Lombard Odier SCmA
INCREASED5,7163,439+2,277+66%$1.4M$2.1M+$668.9K2026-11-04
Geneos Wealth Management Inc.
INCREASED5,7135,143+570+11%$2.1M$2.1M-$40.7K2026-11-09
Birchwood Financial Partners, Inc.
DECREASED5,7105,790-80-1%$2.4M$2.1M-$310.4K2026-11-02
Constitution Capital LLC
DECREASED5,7025,777-75-1%$2.4M$2.1M-$308.0K2026-10-23
Triad Wealth Partners, LLC
INCREASED5,6994,843+856+18%$2.0M$2.1M+$80.5K2026-10-26
King Luther Capital Management Corp
DECREASED5,6866,695-1,009-15%$2.8M$2.1M-$695.4K2026-11-05
Supplemental Annuity Collective Trust of NJ
DECREASED5,6795,825-146-3%$2.4M$2.1M-$336.4K2026-11-02
Hartford Financial Management Inc.
INCREASED5,6535,603+50+1%$2.3M$2.1M-$253.6K2026-10-21
Connecticut Wealth Management, LLC
DECREASED5,6435,739-96-2%$2.4M$2.1M-$314.0K2026-10-13
Pinnacle Wealth Management Advisory Group, LLC
DECREASED5,6375,860-223-4%$2.4M$2.1M-$366.6K2026-10-23
Consilium Wealth Advisory, LLC
INCREASED5,6304,385+1,245+28%$1.8M$2.1M+$244.2K2026-10-14
Wealth Architects, LLC
INCREASED5,6215,576+45+1%$2.3M$2.1M-$254.3K2026-11-03
J.Safra Asset Management Corp
DECREASED5,6208,220-2,600-32%$3.4M$2.1M-$1.4M2026-11-03
Galvin, Gaustad & Stein, LLC
DECREASED5,6015,632-31-1%$2.3M$2.1M-$284.6K2026-10-08
Samalin Investment Counsel, LLC
DECREASED5,5945,629-35-1%$2.3M$2.1M-$286.2K2026-10-23
Prosperity Financial Group, Inc.
INCREASED5,5722,694+2,878+107%$1.1M$2.0M+$925.8K2026-10-29
Brown Shipley& Co Ltd
INCREASED5,5445,485+59+1%$2.3M$2.0M-$244.6K2026-10-09
Affiance Financial, LLC
DECREASED5,5285,824-296-5%$2.4M$2.0M-$391.4K2026-10-15
Cassaday & Co Wealth Management LLC
INCREASED5,5175,398+119+2%$2.2M$2.0M-$218.5K2026-10-27
Realta Investment Advisors
INCREASED5,5094,897+612+13%$2.0M$2.0M-$13.1K2026-10-14
Private Trust Co NA
INCREASED5,4415,162+279+5%$2.1M$2.0M-$148.3K2026-10-20
Souders Financial Advisors
INCREASED5,4324,057+1,375+34%$1.7M$2.0M+$307.8K2026-11-03
Trust Co of Toledo NA
DECREASED5,4315,447-160%$2.3M$2.0M-$270.3K2026-10-16
Jnba Financial Advisors
INCREASED5,4214,505+916+20%$1.9M$2.0M+$117.5K2026-11-03
Manchester Capital Management LLC
INCREASED5,4195,416+3+0%$2.3M$2.0M-$261.8K2026-10-22
Hilltop National Bank
DECREASED5,4135,478-65-1%$2.3M$2.0M-$289.8K2026-10-14
Joel Isaacson & Co., LLC
DECREASED5,4125,505-93-2%$2.3M$2.0M-$301.6K2026-11-05
Elmwood Wealth Management, Inc.
DECREASED5,3915,409-180%$2.2M$2.0M-$269.2K2026-10-14
Personal CFO Solutions, LLC
DECREASED5,3765,943-567-10%$2.5M$2.0M-$496.9K2026-11-06
Apella Capital, LLC
INCREASED5,3564,617+739+16%$2.0M$2.0M+$36.9K2026-10-08
Stackstone Wealth, LLC
NEW5,354—+5,354——$2.0M—2026-10-19
Avestar Capital, LLC
DECREASED5,3405,809-469-8%$2.4M$2.0M-$454.3K2026-10-28
Murphy Pohlad Asset Management LLC
INCREASED5,3055,280+25+0%$2.2M$1.9M-$247.1K2026-10-22
Peterson Wealth Services
INCREASED5,2884,973+315+6%$2.1M$1.9M-$125.8K2026-10-26
BNC Wealth Management, LLC
INCREASED5,2834,735+548+12%$2.0M$1.9M-$28.6K2026-10-19
CWA Asset Management Group, LLC
INCREASED5,2735,006+267+5%$2.1M$1.9M-$145.0K2026-10-19
SVB Wealth LLC
DECREASED5,2476,424-1,177-18%$2.7M$1.9M-$744.0K2026-11-06
Inscription Capital, LLC
DECREASED5,2465,967-721-12%$2.5M$1.9M-$554.4K2026-11-02
Lebenthal Global Advisors, LLC
INCREASED5,2421,980+3,262+165%$822.9K$1.9M+$1.1M2026-10-28
EverSource Wealth Advisors, LLC
DECREASED5,2245,620-396-7%$2.3M$1.9M-$418.0K2026-11-04
Shum Financial Group, Inc.
INCREASED5,1935,174+19+0%$2.2M$1.9M-$244.2K2026-10-13
Fairvoy Private Wealth, LLC
INCREASED5,1872,212+2,975+134%$919.2K$1.9M+$984.9K2026-10-19
Encompass More Asset Management
NEW5,184—+5,184——$1.9M—2026-10-16
Kassira Wealth Management LLC
INCREASED5,1675,151+16+0%$2.1M$1.9M-$244.3K2026-10-28
Piscataqua Savings Bank
DECREASED5,1315,196-65-1%$2.2M$1.9M-$276.2K2026-10-21
Pictet North America Advisors SA
INCREASED5,1293,419+1,710+50%$1.4M$1.9M+$461.7K2026-10-21
Retirement Planning Co of New England, Inc.
DECREASED5,1136,551-1,438-22%$2.7M$1.9M-$845.9K2026-10-15
Boomfish Wealth Group, LLC
DECREASED5,0996,125-1,026-17%$2.5M$1.9M-$674.0K2026-10-22
Diversified Management Inc
NEW5,024—+5,024——$1.8M—2026-10-08
Nicholson Wealth Management Group, LLC
DECREASED5,0145,483-469-9%$2.3M$1.8M-$438.4K2026-11-09
Wealth Alliance Advisory Group, LLC
NEW5,007—+5,007——$1.8M—2026-10-14
Fagan Associates, Inc.
INCREASED4,9874,862+125+3%$2.0M$1.8M-$190.2K2026-10-13
Chung Wu Investment Group, LLC
DECREASED4,9385,338-400-7%$2.2M$1.8M-$406.0K2026-11-03
Wealth Effects LLC
INCREASED4,9304,905+25+1%$2.0M$1.8M-$228.9K2026-10-23
Chesapeake Capital Corp
NEW4,926—+4,926——$1.8M—2026-11-09
Archer Investment Corp
DECREASED4,9144,931-170%$2.0M$1.8M-$245.4K2026-11-05
CFS Investment Advisory Services, LLC
DECREASED4,9095,180-271-5%$2.2M$1.8M-$356.0K2026-10-19
Globalt Investments LLC / GA
INCREASED4,8904,882+8+0%$2.0M$1.8M-$234.1K2026-10-27
Scott & Selber, Inc.
DECREASED4,8494,851-20%$2.0M$1.8M-$236.2K2026-10-21
Compton Wealth Advisory Group, LLC
DECREASED4,8486,819-1,971-29%$2.9M$1.8M-$1.1M2026-10-13
Argentarii, LLC
INCREASED4,8214,761+60+1%$1.9M$1.8M-$145.1K2026-10-28
SilverOak Wealth Management LLC
DECREASED4,8204,881-61-1%$2.0M$1.8M-$259.3K2026-10-29
MBM Wealth Consultants, LLC
DECREASED4,8024,820-180%$2.0M$1.8M-$240.6K2026-10-20
Tealwood Asset Management Inc
INCREASED4,7774,653+124+3%$1.9K$1.8K-$1812026-10-13
Whalen Wealth Management Inc.
INCREASED4,7554,689+66+1%$1.9M$1.7M-$203.4K2026-10-08
California First Leasing Corp
NEW4,754—+4,754——$1.7M—2026-11-09
Tranquility Partners, LLC
DECREASED4,7494,777-28-1%$2.0M$1.7M-$242.1K2026-10-20
Cetera Trust Company, N.a
DECREASED4,7354,780-45-1%$2.0M$1.7M-$248.6K2026-11-09
Sweeney & Michel, LLC
INCREASED4,7174,597+120+3%$1.9M$1.7M-$139.8K2026-10-16
Cooper Financial Group
INCREASED4,7064,459+247+6%$1.9M$1.7M-$125.8K2026-10-07
Oarsman Capital, Inc.
INCREASED4,6584,497+161+4%$1.9M$1.7M-$159.2K2026-11-05
Courier Capital LLC
DECREASED4,6574,919-262-5%$2.0M$1.7M-$335.0K2026-10-19
Rydar Equities, Inc.
INCREASED4,6564,598+58+1%$1.9M$1.8M-$192.2K2026-10-13
Independent Solutions Wealth Management, LLC
DECREASED4,6554,970-315-6%$2.1M$1.7M-$356.9K2026-10-28
ZWJ Investment Counsel Inc
INCREASED4,6254,624+1+0%$1.9M$1.7M-$224.1K2026-10-15
West Paces Advisors Inc.
INCREASED4,6193,953+666+17%$1.6M$1.7M+$52.6K2026-10-13
Cox Capital Mgt LLC
INCREASED4,6054,593+12+0%$1.9M$1.7M-$218.5K2026-10-07
ANB Bank
DECREASED4,5794,702-123-3%$2.0M$1.7M-$273.4K2026-10-09
Triangle Securities Wealth Management
INCREASED4,5754,558+17+0%$1.9M$1.7M-$215.1K2026-10-14
Tweedy, Browne Co LLC
INCREASED4,5664,089+477+12%$1.7M$1.7M-$23.4K2026-11-04
Nilsine Partners, LLC
INCREASED4,5633,511+1,052+30%$1.5M$1.7M+$215.7K2026-11-02
Pinnacle Wealth Planning Services, Inc.
INCREASED4,5564,423+133+3%$1.8M$1.7M-$165.9K2026-10-27
Gen-Wealth Partners Inc
DECREASED4,5295,074-545-11%$2.1M$1.7M-$446.4K2026-11-04
Adell Harriman & Carpenter Inc
DECREASED4,5124,521-90%$1.9M$1.7M-$222.6K2026-11-02
Sentinel Trust Co LBA
UNCHANGED4,5044,50400%$1.9K$1.7K-$2192026-11-03
American National Bank & Trust
DECREASED4,4955,089-594-12%$2.1M$1.7M-$465.0K2026-10-07
Radnor Capital Management, LLC
DECREASED4,4954,530-35-1%$1.9M$1.7M-$232.8K2026-10-23
MassMutual Private Wealth & Trust, FSB
DECREASED4,4864,901-415-8%$2.0M$1.6M-$390.3K2026-10-05
Narwhal Capital Management
DECREASED4,4854,500-150%$1.9M$1.6M-$224.0K2026-11-04
Optas, LLC
DECREASED4,4844,656-172-4%$1.9M$1.6M-$289.2K2026-11-09
Whitener Capital Management, Inc.
INCREASED4,4753,893+582+15%$1.6M$1.6M+$24.6K2026-10-15
Heartwood Wealth Advisors LLC
INCREASED4,4714,407+64+1%$1.8M$1.6M-$190.5K2026-10-05
Stablepoint Partners, LLC
DECREASED4,4544,967-513-10%$2.1M$1.6M-$429.4K2026-11-03
Dymon Asia Capital (Singapore) Pte. Ltd.
NEW4,453—+4,453——$1.6M—2026-11-04
Financial Synergies Wealth Advisors, Inc.
DECREASED4,4185,305-887-17%$2.2M$1.6M-$583.0K2026-10-16
Jamison Private Wealth Management, Inc.
INCREASED4,3834,167+216+5%$1.7M$1.6M-$122.8K2026-10-14
Opal Wealth Advisors, LLC
INCREASED4,3804,040+340+8%$1.7M$1.6M-$71.3K2026-10-16
Stableford Capital II LLC
INCREASED4,3742,388+1,986+83%$992.5K$1.6M+$613.1K2026-10-09
Cardinal Point Capital Management ULC
DECREASED4,3035,473-1,170-21%$2.3M$1.6M-$695.2K2026-10-21
Norden Group LLC
DECREASED4,2994,365-66-2%$1.8M$1.6M-$236.0K2026-10-20
Balentine LLC
DECREASED4,2614,352-91-2%$1.8M$1.6M-$244.6K2026-11-03
Floyd Financial Group LLC
DECREASED4,2604,365-105-2%$1.9M$1.6M-$246.7K2026-10-28
Axxcess Wealth Management, LLC
DECREASED4,25510,461-6,206-59%$4.3M$1.6M-$2.8M2026-10-21
Epiq Partners, LLC
UNCHANGED4,2274,22700%$1.8M$1.6M-$205.2K2026-10-07
Hussman Strategic Advisors, Inc.
NEW4,200—+4,200——$1.5M—2026-11-02
Grant Private Wealth Management Inc
INCREASED4,1964,117+79+2%$1.7M$1.5M-$171.1K2026-10-19
Scheeler Financial LLC
NEW4,191—+4,191——$1.5M—2026-10-13
Boyd Watterson Asset Management LLC
INCREASED4,1864,112+74+2%$1.7M$1.5M-$172.5K2026-11-06
Ascentis Independent Advisors
INCREASED4,17310+4,163+41630%$4.2K$1.5M+$1.5M2026-11-03
MeadowBrook Investment Advisors LLC
DECREASED4,1434,250-107-3%$1.8M$1.8M-$5.7K2026-10-29
Harvey Investment Co LLC
DECREASED4,1254,265-140-3%$1.8M$1.5K-$1.8M2026-10-20
Bison Wealth, LLC
INCREASED4,1243,368+756+22%$1.4M$1.6M+$153.3K2026-10-13
ICW Investment Advisors LLC
DECREASED4,1014,176-75-2%$1.7M$1.5M-$230.2K2026-10-27
Promethium Advisors,llc
INCREASED4,0993,615+484+13%$1.5M$1.5M+$2.2K2026-10-19
Sovran Advisors, LLC
INCREASED4,0933,402+691+20%$1.5M$1.7M+$223.0K2026-11-02
LJI Wealth Management, LLC
DECREASED4,0904,114-24-1%$1.7M$1.5M-$208.7K2026-10-28
First Nebraska Trust Co
UNCHANGED4,0774,07700%$1.7M$1.5M-$198.0K2026-10-30
Nations Financial Group Inc,
INCREASED4,0432,703+1,340+50%$1.1M$1.5M+$360.6K2026-11-05
Van Cleef Asset Management,Inc
DECREASED4,0414,049-80%$1.7M$1.5M-$199.5K2026-10-20
Lewis Asset Management, LLC
DECREASED4,0354,048-130%$1.7M$1.5M-$201.2K2026-10-14
Walser Wealth Management Company, A Ltd Liability Co
DECREASED4,0254,503-478-11%$1.9M$1.5M-$394.2K2026-10-15
Richwood Investment Advisors, LLC
DECREASED4,0144,089-75-2%$1.7M$1.5M-$226.1K2026-10-30
Ameliora Wealth Management Ltd.
UNCHANGED4,0004,00000%$1.7M$1.5M-$194.2K2026-10-23
Dala Group, LLC
INCREASED3,9953,920+75+2%$1.6M$1.5M-$162.9K2026-10-29
Arjuna Capital
DECREASED3,9954,012-170%$1.7M$1.5M-$201.0K2026-11-03
Rhodes Investment Advisors Inc
DECREASED3,9944,041-47-1%$1.7M$1.5M-$213.4K2026-10-07
PFG Advisors
DECREASED3,9914,045-54-1%$1.7M$1.5M-$216.3K2026-10-16
Claro Advisors Inc.
INCREASED3,9833,828+155+4%$1.6M$1.5M-$128.8K2026-11-02
Financial Perspectives, Inc
DECREASED3,9644,284-320-7%$1.8M$1.5M-$325.5K2026-11-03
Orrstown Financial Services Inc
DECREASED3,9643,985-21-1%$1.7M$1.5M-$201.2K2026-10-14
VUB Generali dochodkova spravcovska spolocnost, a.s.
UNCHANGED3,9163,91600%$1.6M$1.4M-$190.1K2026-10-26
Oslo Pensjonsforsikring AS
INCREASED3,8983,769+129+3%$1.6M$1.4M-$135.6K2026-10-15
Diversified Enterprises, LLC
INCREASED3,8863,740+146+4%$1.6M$1.4M-$128.0K2026-10-19
Ted Buchan & Co
DECREASED3,8554,133-278-7%$1.7M$1.4M-$302.7K2026-10-23
Foster Group, Inc.
DECREASED3,8383,874-36-1%$1.6M$1.4M-$201.3K2026-10-13
Congress Park Capital LLC
DECREASED3,8274,131-304-7%$1.7M$1.4M-$312.3K2026-10-13
Canopy Partners, LLC
DECREASED3,8203,932-112-3%$1.6M$1.4M-$232.0K2026-10-28
Moss Adams Wealth Advisors LLC
DECREASED3,8094,631-822-18%$1.9M$1.4M-$526.5K2026-10-28
Manske Wealth Management
DECREASED3,7893,952-163-4%$1.6M$1.4M-$251.7K2026-10-26
Strong Retirement Solutions LLC
DECREASED3,7724,060-288-7%$1.7M$1.4M-$302.9K2026-10-07
CMH Wealth Management LLC
DECREASED3,7684,093-325-8%$1.7M$1.4M-$318.0K2026-10-22
3Chopt Investment Partners, LLC
INCREASED3,7663,384+382+11%$1.4M$1.4M-$24.1K2026-10-30
Angeles Wealth Management, LLC
DECREASED3,7644,132-368-9%$1.7M$1.4M-$335.7K2026-10-26
Johnson & White Wealth Management, LLC
DECREASED3,7573,794-37-1%$1.6M$1.4M-$197.6K2026-11-03
Birch Capital Management, LLC
DECREASED3,7534,359-606-14%$1.8M$1.4M-$434.1K2026-10-27
Relyea Zuckerberg Hanson LLC
DECREASED3,7524,009-257-6%$1.7M$1.4M-$289.1K2026-10-20
Robertson Stephens Wealth Management, LLC
DECREASED3,7523,856-104-3%$1.6M$1.4M-$225.3K2026-10-16
American State Bank (Iowa)
INCREASED3,7503,589+161+4%$1.5M$1.4M-$115.1K2026-11-03
Kenora Financial, LLC
INCREASED3,7493,701+48+1%$1.5M$1.4M-$162.1K2026-10-20
Wealth Enhancement Trust Services, Inc.
INCREASED3,7411,810+1,931+107%$752.3K$1.4M+$621.0K2026-10-07
Verdence Capital Advisors LLC
DECREASED3,73714,130-10,393-74%$5.9M$1.4M-$4.5M2026-10-26
True Private Wealth Advisors
DECREASED3,7013,743-42-1%$1.6M$1.4M-$196.9K2026-10-19
Lincoln Capital Corp
DECREASED3,6984,445-747-17%$1.8M$1.4M-$490.0K2026-10-13
Zullo Investment Group, Inc.
DECREASED3,6873,712-25-1%$1.5M$1.4M-$189.4K2026-10-20
Versant Capital Management, Inc
INCREASED3,6773,565+112+3%$1.5M$1.3M-$132.0K2026-10-02
Smithfield Trust Co
DECREASED3,6773,678-10%$1.5M$1.3K-$1.5M2026-11-09
Cornerstone Wealth Group, LLC
INCREASED3,6723,551+121+3%$1.5M$1.3M-$128.1K2026-11-02
Oakworth Capital, Inc.
DECREASED3,6723,786-114-3%$1.6M$1.3M-$257.6K2026-10-26
Provenance Wealth Advisors, LLC
INCREASED3,668227+3,441+1516%$94.3K$1.3M+$1.3M2026-10-30
Grove Bank & Trust
DECREASED3,6543,971-317-8%$1.7M$1.3M-$309.2K2026-10-08
Sheets Smith Wealth Management
DECREASED3,6514,976-1,325-27%$2.1M$1.3M-$728.0K2026-10-16
Westside Investment Management, Inc.
INCREASED3,6433,589+54+2%$1.5M$1.3M-$153.7K2026-11-02
Moors & Cabot, Inc.
DECREASED3,6343,938-304-8%$1.6M$1.3M-$302.7K2026-11-06
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED3,6325,832-2,200-38%$2.4M$1.3M-$1.1M2026-10-21
StoneX Group Inc.
INCREASED3,6322,661+971+36%$1.1M$1.3M+$263.7K2026-11-03
Clear Creek Financial Management, LLC
DECREASED3,6273,847-220-6%$1.6M$1.3M-$267.6K2026-10-28
Caldwell Trust Co
DECREASED3,6213,804-183-5%$1.6M$1.3M-$251.9K2026-10-30
CoreCap Advisors, LLC
INCREASED3,6142,691+923+34%$1.1M$1.3M+$208.3K2026-10-08
Greenspring Advisors, LLC
INCREASED3,5933,329+264+8%$1.4M$1.3M-$64.8K2026-11-05
Bernicke Wealth Management, Ltd.
INCREASED3,5833,452+131+4%$1.4M$1.3M-$119.4K2026-11-06
Oak Asset Management, LLC
UNCHANGED3,5803,58000%$1.5M$1.3M-$173.8K2026-10-13
PUREfi Wealth, LLC
DECREASED3,5703,743-173-5%$1.6M$1.3M-$245.2K2026-10-19
Gables Capital Management Inc.
DECREASED3,5703,605-35-1%$1.5M$1.3M-$187.9K2026-11-04
Contravisory Investment Management, Inc.
INCREASED3,5693,149+420+13%$1.3M$1.3M+$1.3K2026-10-13
Nwam LLC
DECREASED3,5685,805-2,237-39%$2.4M$1.3M-$1.1M2026-11-09
WealthPLAN Partners, LLC
INCREASED3,5602,594+966+37%$1.1M$1.3M+$228.9K2026-10-15
Waterfront Wealth Inc.
INCREASED3,5562,066+1,490+72%$877.3K$1.5M+$615.9K2026-11-03
Trust Point Inc.
INCREASED3,5552,958+597+20%$1.2M$1.3M+$75.5K2026-10-27
Cassia Capital Partners, LLC
INCREASED3,5513,437+114+3%$1.4M$1.3M-$124.9K2026-11-04
Deseret Mutual Benefit Administrators
DECREASED3,5413,914-373-10%$1.6M$1.3M-$326.9K2026-11-04
Revolve Wealth Partners, LLC
DECREASED3,5073,603-96-3%$1.5M$1.3M-$210.1K2026-10-23
Ledyard National Bank
DECREASED3,4913,717-226-6%$1.5M$1.3M-$263.4K2026-10-21
Donaldson Capital Management, LLC
INCREASED3,4873,204+283+9%$1.3M$1.3M-$51.6K2026-11-09
V-Square Quantitative Management LLC
INCREASED3,4873,243+244+8%$1.3M$1.3M-$67.9K2026-10-15
Mather Group, Llc.
DECREASED3,4763,567-91-3%$1.5M$1.3M-$206.8K2026-10-14
DB Fitzpatrick & Co, Inc
DECREASED3,4715,176-1,705-33%$2.2M$1.3M-$877.2K2026-10-19
St. Johns Investment Management Company, LLC
INCREASED3,4463,335+111+3%$1.4M$1.3M-$121.2K2026-10-30
Revisor Wealth Management LLC
DECREASED3,4443,548-104-3%$1.5M$1.4M-$101.3K2026-10-20
LS Investment Advisors, LLC
DECREASED3,4413,536-95-3%$1.5M$1.3M-$206.5K2026-10-13
Defined Wealth Management, LLC
INCREASED3,4373,435+2+0%$1.4M$1.3M-$166.0K2026-10-19
Cypress Capital Group
DECREASED3,4343,797-363-10%$1.6M$1.3M-$317.6K2026-11-03
High Note Wealth, LLC
DECREASED3,4043,898-494-13%$1.6M$1.2M-$370.6K2026-10-27
Evansbrook LLC
INCREASED3,3993,380+19+1%$1.4M$1.2M-$157.1K2026-10-16
Cullinan Associates Inc
DECREASED3,3963,950-554-14%$1.6M$1.2M-$395.1K2026-11-03
Lanark Financial, Inc.
DECREASED3,3903,488-98-3%$1.4M$1.2M-$205.2K2026-10-26
Mechanics Bank Trust Department
DECREASED3,3894,425-1,036-23%$1.8M$1.2M-$595.1K2026-10-13
Paradigm Asset Management Co LLC
DECREASED3,3803,680-300-8%$1.5M$1.2M-$288.8K2026-11-05
Avantra Family Wealth, Inc.
INCREASED3,3781,715+1,663+97%$712.8K$1.2M+$527.3K2026-10-20
Curated Wealth Partners LLC
INCREASED3,3771,508+1,869+124%$626.8K$1.2M+$612.9K2026-10-15
Weaver Capital Management LLC
NEW3,375—+3,375——$1.2M—2026-10-15
Ascent Wealth Partners, LLC
DECREASED3,3623,365-30%$1.4M$1.2M-$164.5K2026-10-23
Emerald Advisors, LLC
INCREASED3,3552,339+1,016+43%$972.3K$1.2M+$259.1K2026-10-13
Smithbridge Asset Management Inc
DECREASED3,3443,584-240-7%$1.5M$1.2M-$262.1K2026-10-19
Cyndeo Wealth Partners, LLC
INCREASED3,3313,159+172+5%$1.3M$1.2M-$90.1K2026-10-16
Baron Wealth Management LLC
INCREASED3,3261,957+1,369+70%$813.2K$1.2M+$407.7K2026-10-27
Aprio Wealth Management, LLC
DECREASED3,3223,560-238-7%$1.5M$1.2M-$259.9K2026-10-28
CSU Producer Resources, Inc.
UNCHANGED3,3003,30000%$1.4M$1.2M-$160.2K2026-11-03
Victory Financial Group, LLC
INCREASED3,2982,399+899+37%$997.1K$1.2M+$213.6K2026-10-27
West Michigan Advisors, LLC
DECREASED3,2833,783-500-13%$1.6M$1.2M-$367.0K2026-11-09
Chilton Capital Management LLC
INCREASED3,2832,804+479+17%$1.2M$1.2M+$39.7K2026-10-28
Legacy Financial Advisors, Inc.
DECREASED3,2763,684-408-11%$1.5M$1.2M-$328.6K2026-11-09
LVW Advisors, LLC
INCREASED3,2642,960+304+10%$1.2M$1.2M-$32.1K2026-10-19
Trust Investment Advisors
INCREASED3,2643,004+260+9%$1.2M$1.2M-$50.3K2026-10-20
Athena Wealth Management, LLC
INCREASED3,2612,968+293+10%$1.2M$1.2M-$36.4K2026-10-09
MCF Advisors LLC
DECREASED3,2603,328-68-2%$1.4M$1.2M-$186.5K2026-10-28
Lodestone Wealth Management LLC
INCREASED3,2503,212+38+1%$1.3M$1.2M-$141.7K2026-10-14
Cache Advisors, LLC
UNCHANGED3,2353,23500%$1.3M$1.2M-$157.1K2026-10-16
Avaii Wealth Management, LLC
DECREASED3,2313,335-104-3%$1.4M$1.2M-$184.4K2026-10-09
McAdam, LLC
INCREASED3,2302,782+448+16%$1.2M$1.2M+$29.6K2026-10-21
Tlwm
DECREASED3,2293,406-177-5%$1.4M$1.2M-$230.3K2026-10-09
Quent Capital, LLC
INCREASED3,2122,972+240+8%$1.2M$1.3M+$31.4K2026-11-09
Analyst IMS Investment Management Services Ltd.
INCREASED3,2112,059+1,152+56%$856.0K$1.2K-$854.8K2026-11-05
Kestra Investment Management, LLC
DECREASED3,2055,273-2,068-39%$2.2M$1.2M-$1.0M2026-11-04
MBL Wealth, LLC
INCREASED3,2042,688+516+19%$1.1M$1.2M+$58.9K2026-10-22
Finivi Inc.
DECREASED3,2023,211-90%$1.3M$1.2M-$159.1K2026-10-13
Redwood Family Wealth LLC
INCREASED3,1892,182+1,007+46%$906.9K$1.2M+$263.7K2026-10-20
Congress Asset Management Co
INCREASED3,173670+2,503+374%$278.4K$1.2M+$886.4K2026-10-06
Schear Investment Advisers, LLC
DECREASED3,1585,460-2,302-42%$2.3M$1.2M-$1.1M2026-10-14
Tempo Wealth, LLC
INCREASED3,1582,579+579+22%$1.1M$1.2M+$87.7K2026-10-14
Jefferson Bridge Capital, LLC
UNCHANGED3,1303,13000%$1.3M$1.1M-$152.0K2026-11-06
MRA Advisory Group
INCREASED3,1222,421+701+29%$1.0M$1.1M+$139.8K2026-10-07
Journey Advisory Group, LLC
INCREASED3,1182,310+808+35%$960.1K$1.1M+$184.5K2026-11-04
Stenger Family Office, LLC
DECREASED3,1145,139-2,025-39%$2.1M$1.2M-$959.6K2026-10-22
Mendel Money Management
DECREASED3,1143,581-467-13%$1.5M$1.1M-$345.3K2026-11-02
Forvis Mazars Wealth Advisors, LLC
INCREASED3,1023,019+83+3%$1.3M$1.1M-$116.0K2026-10-13
Parsons Capital Management Inc
DECREASED3,1013,271-170-5%$1.4M$1.1M-$221.0K2026-10-28
Altfest L J & Co Inc
DECREASED3,0947,788-4,694-60%$3.2M$1.1M-$2.1M2026-10-27
Harel Insurance Investments & Financial Services Ltd.
DECREASED3,0653,229-164-5%$1.3M$1.1K-$1.3M2026-11-02
Everett Harris & Co
DECREASED3,0623,142-80-3%$1.3M$1.1M-$181.9K2026-10-28
Institute for Wealth Management, Llc.
UNCHANGED3,0523,05200%$1.3M$1.1M-$148.1K2026-11-06
Formidable Asset Management, LLC
INCREASED3,0473,045+2+0%$824.1K$1.3M+$442.3K2026-11-03
Facet Wealth, Inc.
INCREASED3,0352,877+158+5%$1.2M$1.1M-$81.7K2026-11-04
Delta Financial Advisors LLC
DECREASED3,0233,070-47-2%$1.3M$1.1M-$166.3K2026-10-27
IFG Advisory, LLC
DECREASED3,0173,445-428-12%$1.4M$1.1M-$324.2K2026-11-09
Paladin Wealth, LLC
INCREASED3,0112,820+191+7%$1.2M$1.1M-$66.7K2026-10-23
EdgeRock Capital LLC
DECREASED3,0083,126-118-4%$1.3M$1.1M-$195.0K2026-11-03
Plimoth Trust Co LLC
DECREASED3,0053,318-313-9%$1.4M$1.1M-$276.0K2026-10-26
Churchill Financial Advisors, LLC
UNCHANGED3,0003,00000%$1.2M$1.1M-$145.7K2026-10-20
Key FInancial Inc
INCREASED2,9542,946+8+0%$1.2M$1.1M-$140.1K2026-11-02
Thompson Siegel & Walmsley LLC
DECREASED2,9202,946-26-1%$1.2M$1.1K-$1.2M2026-11-05
SouthState Bank Corp
DECREASED2,9063,252-346-11%$1.4M$1.1M-$284.9K2026-11-09
Hudock, Inc.
INCREASED2,9042,844+60+2%$1.2M$1.1M-$116.1K2026-10-14
Prentice Wealth Management LLC
DECREASED2,8872,906-19-1%$1.2M$1.1M-$148.0K2026-10-20
Stokes Capital Advisors, LLC
INCREASED2,8822,738+144+5%$1.1M$1.1M-$80.1K2026-10-09
E&G Advisors, LLC
DECREASED2,8822,942-60-2%$1.2M$1.1M-$164.9K2026-10-13
Wiregrass Investment Management LLC
INCREASED2,8762,865+11+0%$1.2M$1.1M-$134.8K2026-11-05
Genesee Capital Advisors, LLC
DECREASED2,8742,929-55-2%$1.2M$1.1M-$162.2K2026-10-20
Huntleigh Advisors, Inc.
DECREASED2,8563,057-201-7%$1.3M$1.0M-$222.7K2026-11-03
Vectors Research Management, LLC
DECREASED2,8522,878-26-1%$1.2M$1.0M-$149.3K2026-11-09
James J. Burns & Company, LLC
UNCHANGED2,8502,85000%$1.2M$1.0M-$138.4K2026-10-22
CenterBook Partners LP
NEW2,846—+2,846——$1.0M—2026-11-02
Archford Capital Strategies, LLC
DECREASED2,8433,005-162-5%$1.2M$1.0M-$205.4K2026-10-19
Balefire, LLC
DECREASED2,8373,058-221-7%$1.3M$1.0M-$229.7K2026-10-09
Vima LLC
INCREASED2,8272,817+10+0%$1.2M$1.0M-$133.1K2026-10-23
Rakuten Securities, Inc.
DECREASED2,8263,764-938-25%$1.6M$1.0M-$527.1K2026-11-02
Generate Investment Management Ltd
DECREASED2,82553,148-50,323-95%$22.1M$1.0M-$21.1M2026-10-14
Florida Financial Advisors, LLC
INCREASED2,8212,422+399+16%$1.0M$1.0M+$28.1K2026-11-09
Monte Financial Group, LLC
UNCHANGED2,8112,81100%$1.2M$1.0M-$133.0K2026-11-02
Income Insurance Ltd
UNCHANGED2,8052,80500%$1.2M$1.0M-$136.2K2026-10-21
Zions Bancorporation, National Association
INCREASED2,7992,592+207+8%$1.1M$1.0M-$49.9K2026-11-06
Elyxium Wealth, LLC
INCREASED2,7962,644+152+6%$1.1M$1.0M-$72.4K2026-10-27
Wealth Intelligence, LLC
DECREASED2,7822,896-114-4%$1.2M$1.0M-$182.4K2026-10-16
Beacon Financial Group
INCREASED2,7782,644+134+5%$1.1M$1.0M-$79.0K2026-10-19
Lpwm LLC
INCREASED2,7612,576+185+7%$1.1M$1.0M-$57.1K2026-10-20
Burford Brothers, Inc.
DECREASED2,7542,799-45-2%$1.2M$1.0M-$152.3K2026-10-21
San Luis Wealth Advisors LLC
DECREASED2,74224,975-22,233-89%$10.4M$1.0M-$9.4M2026-10-27
Nicholas Hoffman & Company, Llc.
DECREASED2,7232,812-89-3%$1.2M$999.7K-$169.1K2026-10-30
Emprise Bank
DECREASED2,7212,770-49-2%$1.2M$998.8K-$152.5K2026-10-07
Shade Tree Advisors LLC
NEW2,718—+2,718——$997.7K—2026-10-22
Collaborative Fund Advisors, LLC
INCREASED2,6942,190+504+23%$910.2K$988.9K+$78.7K2026-11-02
Persium Advisors, LLC
DECREASED2,6922,810-118-4%$1.2M$988.2K-$179.7K2026-10-07
Winthrop Capital Management, LLC
INCREASED2,6892,687+2+0%$1.1M$987.1K-$129.9K2026-11-05
Laraway Financial Advisors Inc
DECREASED2,6862,759-73-3%$1.1M$986.1K-$160.8K2026-11-09
Andrews Advisory Associates, LLC
DECREASED2,6843,023-339-11%$1.3M$985.1K-$271.2K2026-10-15
Rockland Trust Co
INCREASED2,6832,589+94+4%$1.1M$984.9K-$91.2K2026-10-05
Retirement Planning Group, LLC
DECREASED2,6752,718-43-2%$1.1M$981.9K-$147.8K2026-10-19
Hardy Reed LLC
INCREASED2,6602,600+60+2%$1.1M$976.4K-$104.2K2026-11-06
Signature Estate & Investment Advisors LLC
DECREASED2,6583,006-348-12%$1.2M$975.8K-$274.1K2026-10-13
Abel Hall, LLC
DECREASED2,6492,865-216-8%$1.2M$972.4K-$218.4K2026-10-19
Lakeshore Capital Group, Inc.
INCREASED2,6482,454+194+8%$1.0M$972.0K-$47.8K2026-10-20
World Equity Group, Inc.
DECREASED2,6482,677-29-1%$1.1M$983.0K-$129.4K2026-10-14
Todd Asset Management LLC
UNCHANGED2,6412,64100%$1.1M$969.5K-$128.2K2026-10-27
Larry Mathis Financial Planning, LLC
DECREASED2,6333,615-982-27%$1.5M$966.5K-$536.0K2026-10-26
Financial Security Advisor, Inc.
INCREASED2,6302,139+491+23%$889.0K$965.4K+$76.4K2026-11-03
Keudell ison Wealth Management
DECREASED2,6272,681-54-2%$1.1M$964.3K-$150.0K2026-10-16
Iams Wealth Management, LLC
DECREASED2,6232,748-125-5%$1.1M$963.1K-$179.2K2026-10-15
Dorato Capital Management
INCREASED2,6211,964+657+33%$834.0K$985.4K+$151.5K2026-10-08
West Family Investments, Inc.
DECREASED2,6103,100-490-16%$1.3M$958.1K-$330.4K2026-11-09
Uncommon Cents Investing Inc
INCREASED2,6102,520+90+4%$1.0M$958.1K-$89.3K2026-10-20
PFW Advisors LLC
INCREASED2,5972,580+17+1%$1.1M$953.3K-$119.0K2026-10-07
FSM Wealth Advisors, LLC
DECREASED2,5892,903-314-11%$1.2M$960.4K-$246.2K2026-10-27
Advocate Investing Services LLC
UNCHANGED2,5892,58900%$1.1M$950.5K-$125.6K2026-10-26
StoneRidge PMG Advisors, LLC
NEW2,581—+2,581——$947—2026-11-04
Hamilton Capital, LLC
DECREASED2,5812,670-89-3%$1.1M$947.3K-$162.3K2026-10-08
Aviso Wealth Management
DECREASED2,5713,209-638-20%$1.3M$943.6K-$390.3K2026-11-04
Sims Investment Management, LLC
INCREASED2,5632,448+115+5%$1.0M$940.9K-$76.7K2026-10-13
Aafmaa Wealth Management & Trust LLC
DECREASED2,5602,585-25-1%$1.1M$939.7K-$134.7K2026-10-14
Evolution Wealth Advisors, LLC
DECREASED2,5552,584-29-1%$1.1M$937.9K-$136.1K2026-11-03
Semus Wealth Partners LLC
DECREASED2,5542,571-17-1%$1.1M$937.5K-$131.2K2026-10-22
Alpha Family Trust
UNCHANGED2,5502,55000%$1.1M$1.1M$02026-11-04
Colonial River Investments, LLC
DECREASED2,5482,666-118-4%$1.1M$935.3K-$172.7K2026-10-19
Clearstead Trust, LLC
INCREASED2,5482,531+17+1%$1.1M$935.4K-$116.3K2026-11-06
Centurion Wealth Management LLC
INCREASED2,5462,543+3+0%$1.1M$934.7K-$122.1K2026-10-13
Rossmore Private Capital
INCREASED2,5432,474+69+3%$1.0M$933.5K-$94.8K2026-10-27
Certuity, LLC
INCREASED2,5381,457+1,081+74%$605.6K$931.6K+$326.0K2026-11-02
Root Financial Partners, LLC
INCREASED2,5302,372+158+7%$985.7K$928.6K-$57.1K2026-10-21
Convergence Financial, LLC
DECREASED2,5225,341-2,819-53%$2.2M$925.8K-$1.3M2026-10-27
Abundance Wealth Counselors
DECREASED2,5212,547-26-1%$1.1M$925.5K-$133.2K2026-10-26
Leuthold Group, LLC
NEW2,519—+2,519——$924.7K—2026-11-04
Legacy Capital Group California, Inc.
NEW2,488—+2,488——$913.3K—2026-11-09
Warren Street Wealth Advisors, LLC
INCREASED2,4782,398+80+3%$996.7K$909.7K-$87.0K2026-11-04
Barlow Wealth Partners, LLC
INCREASED2,4782,448+30+1%$1.0M$932.5K-$109.3K2026-10-15
Sunpointe, LLC
DECREASED2,4712,658-187-7%$1.1M$907.1K-$197.5K2026-10-22
MSH Capital Advisors LLC
DECREASED2,4673,997-1,530-38%$1.7M$905.4K-$756.0K2026-11-03
Copeland Capital Management, LLC
INCREASED2,464300+2,164+721%$124.7K$904.5K+$779.8K2026-10-13
AA Financial Advisors, LLC
INCREASED2,4602,291+169+7%$952.2K$903.0K-$49.2K2026-10-19
Cravens & Co Advisors, LLC
INCREASED2,4482,346+102+4%$975.1K$898.6K-$76.5K2026-10-16
KW Wealth Management LLC
NEW2,441—+2,441——$896.3K—2026-10-28
LVM Capital Management LTD
UNCHANGED2,4402,44000%$1.0K$895.7K+$894.7K2026-10-20
Kelleher Financial Advisors
DECREASED2,4345,495-3,061-56%$2.3M$893.5K-$1.4M2026-10-30
SC&H Financial Advisors, Inc.
DECREASED2,4212,447-26-1%$1.0M$888.5K-$128.4K2026-10-14
Pictet Bank & Trust Ltd
DECREASED2,4202,423-30%$1.0M$888.3K-$118.7K2026-10-21
Finer Wealth Management, Inc.
INCREASED2,4182,175+243+11%$904.0K$887.6K-$16.4K2026-10-16
Secure Asset Management, LLC
INCREASED2,4141,931+483+25%$802.6K$886.2K+$83.6K2026-10-19
Tobam
DECREASED2,4138,536-6,123-72%$3.5M$886-$3.5M2026-11-03
Activest Wealth Management
INCREASED2,4102,407+3+0%$1.0M$884.5K-$116.0K2026-10-15
Orange Investment Advisors, Inc.
DECREASED2,3963,108-712-23%$1.3M$879.4K-$412.2K2026-10-23
Bank of Stockton
INCREASED2,3952,121+274+13%$881.6K$879.2K-$2.4K2026-10-20
Element Pointe Advisors, LLC
INCREASED2,3912,353+38+2%$978.0K$877.7K-$100.3K2026-10-21
Strategic Blueprint, LLC
INCREASED2,3892,044+345+17%$849.7K$877.1K+$27.4K2026-10-22
Rede Wealth, LLC
DECREASED2,3862,514-128-5%$1.0M$875.9K-$168.9K2026-10-22
SAX Wealth Advisors, LLC
INCREASED2,3782,300+78+3%$622.3K$873.0K+$250.7K2026-10-13
First Bank & Trust
DECREASED2,3772,501-124-5%$1.0M$872.5K-$166.9K2026-10-19
Orba Wealth Advisors, L.L.C.
DECREASED2,3702,604-234-9%$1.1M$870.0K-$212.5K2026-10-23
Virtue Asset Management LLC
INCREASED2,3702,239+131+6%$930.6K$870.0K-$60.6K2026-10-21
Richards, Merrill & Peterson, Inc.
DECREASED2,3612,712-351-13%$1.1M$866.7K-$260.4K2026-10-19
Lmcg Investments, LLC
INCREASED2,3562,349+7+0%$976.3K$864.8K-$111.5K2026-10-21
Cornerstone Wealth Advisors, Inc.
UNCHANGED2,3502,35000%$976.9K$862.8K-$114.1K2026-10-16
Allegheny Financial Group
INCREASED2,3482,346+2+0%$975.4K$862.1K-$113.4K2026-11-05
Brady Martz Wealth Solutions, LLC
INCREASED2,3471,392+955+69%$578.7K$861.4K+$282.7K2026-11-05
Financial Management Professionals, Inc.
INCREASED2,3472,332+15+1%$969.4K$861.4K-$107.9K2026-10-23
Bell Bank
INCREASED2,3442,043+301+15%$849.1K$860.4K+$11.3K2026-10-21
SevenBridge Financial Group, LLC
DECREASED2,3442,369-25-1%$964.5K$982.7K+$18.2K2026-10-26
AlphaStar Capital Management, LLC
INCREASED2,3412,220+121+5%$922.6K$859.4K-$63.1K2026-10-16
Alkeme Wealth, LLC
DECREASED2,3382,647-309-12%$1.1M$858.1K-$242.2K2026-10-08
Kavar Capital Partners Group, LLC
INCREASED2,3352,239+96+4%$930.6K$857.1K-$73.5K2026-11-06
Atlas Capital Advisors Inc.
DECREASED2,3352,375-40-2%$987.1K$854.2K-$133.0K2026-11-09
Childress Capital Advisors, LLC
DECREASED2,3332,521-188-7%$1.0M$856.3K-$191.4K2026-10-28
Spinnaker Investment Group, LLC
DECREASED2,3272,413-86-4%$1.0M$854.1K-$148.9K2026-10-13
Pacific Capital Partners Ltd
NEW2,325—+2,325——$853.5K—2026-10-28
55 North Private Wealth, LLC
INCREASED2,3242,055+269+13%$854.1K$853.1K-$1.0K2026-10-20
National Wealth Management Group, LLC
DECREASED2,3162,742-426-16%$1.1M$850.2K-$289.6K2026-10-26
Essex Bank
DECREASED2,3112,325-14-1%$966.3K$848.3K-$118.0K2026-10-16
Elevation Wealth Management LLC
DECREASED2,3002,361-61-3%$981.2K$844.3K-$137.0K2026-11-02
Wealthcare Capital Partners, LLC
INCREASED2,2912,285+6+0%$949.8K$840.9K-$108.9K2026-10-21
RBA Wealth Management, LLC
INCREASED2,2851,902+383+20%$790.5K$838.8K+$48.3K2026-10-28
XY Planning Network, Inc.
INCREASED2,2772,184+93+4%$908.0K$836.0K-$72.0K2026-10-14
Cornerstone Advisory, LLC
INCREASED2,2752,167+108+5%$900.6K$835.1K-$65.5K2026-11-06
Harbor Group, Inc.
INCREASED2,2642,250+14+1%$935.4K$831.2K-$104.2K2026-10-14
Rooted Wealth Advisors, Inc.
UNCHANGED2,2632,26300%$940.5K$940.5K$02026-11-03
Little House Capital LLC
NEW2,249—+2,249——$825.4K—2026-11-06
Patton Albertson Miller Group, LLC
UNCHANGED2,2482,24800%$934.3K$825.2K-$109.1K2026-10-26
Murphy & Mullick Capital Management Corp
INCREASED2,2352,170+65+3%$902.0K$820.4K-$81.6K2026-11-02
Aspiriant, LLC
DECREASED2,2303,379-1,149-34%$1.4M$818.9K-$585.8K2026-10-16
Independent Investors Inc
UNCHANGED2,2302,23000%$926.9K$818.6K-$108.3K2026-10-30
Breakwater Capital Group
INCREASED2,2291,945+284+15%$808.4K$818.2K+$9.8K2026-10-09
Oak Thistle LLC
DECREASED2,22720,411-18,184-89%$8.5M$817.5K-$7.7M2026-10-21
Twelve Points Wealth Management LLC
INCREASED2,2172,130+87+4%$885.3K$902.2K+$16.9K2026-11-03
Altus Wealth Group LLC
DECREASED2,2152,225-100%$924.8K$813.1K-$111.7K2026-10-20
Certified Advisory Corp
INCREASED2,2012,078+123+6%$863.7K$807.9K-$55.8K2026-10-29
Strategic Family Wealth Counselors, L.L.C.
INCREASED2,2001,880+320+17%$781.5K$807.7K+$26.2K2026-10-29
Patriot Financial Group Insurance Agency, LLC
DECREASED2,1972,564-367-14%$1.1M$806.6K-$257.6K2026-10-14
Herold Advisors, Inc.
UNCHANGED2,1932,19300%$910.0K$805.0K-$105.0K2026-10-19
B.A. Schrock Wealth Management, Inc.
NEW2,192—+2,192——$800.4K—2026-10-15
Sanders Morris Harris LLC
NEW2,190—+2,190——$803.9K—2026-10-14
Klingman & Associates, LLC
INCREASED2,1872,021+166+8%$840.0K$802.8K-$37.2K2026-10-20
Camelot Portfolios, LLC
DECREASED2,1832,396-213-9%$995.8K$801.2K-$194.6K2026-11-09
Bria Capital Group, LLC
INCREASED2,1711,816+355+20%$754.8K$796.9K+$42.1K2026-10-22
Swiss RE LTD
INCREASED2,1681,319+849+64%$548.2K$795.8K+$247.6K2026-11-06
Trueblood Wealth Management, LLC
INCREASED2,1681,499+669+45%$623.0K$795.8K+$172.8K2026-10-23
Pettee Investors, Inc.
UNCHANGED2,1682,16800%$901.1K$795.8K-$105.3K2026-11-09
Vann Equity Management LLC
NEW2,166—+2,166——$795.1K—2026-10-08
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED2,1552,190-35-2%$910.2K$791.1K-$119.2K2026-10-23
Cypress Asset Management Inc
DECREASED2,1512,459-308-13%$1.0M$789.6K-$232.4K2026-10-09
Doliver Advisors, LP
DECREASED2,1492,159-100%$897.3K$788.9K-$108.5K2026-10-01
Legacy Wealth Management, LLC / MS
DECREASED2,1482,208-60-3%$917.7K$788.5K-$129.2K2026-10-30
Beaumont Financial Advisors, LLC
INCREASED2,1462,131+15+1%$885.5K$787.6K-$97.9K2026-10-22
Golden Reserve Retirement LLC
INCREASED2,1431,873+270+14%$778.6K$786.8K+$8.2K2026-11-02
Benedict Financial Advisors Inc
INCREASED2,128825+1,303+158%$342.9K$781.1K+$438.2K2026-10-07
BAR Harbor Wealth Management
DECREASED2,1232,430-307-13%$1.0M$779.3K-$230.7K2026-10-21
KG Capital Management
DECREASED2,1232,164-41-2%$899.4K$779.3K-$120.1K2026-10-15
Chiron Capital Management, LLC
DECREASED2,1203,921-1,801-46%$1.6M$778.2K-$851.5K2026-10-15
Fischer Financial Services, Inc.
DECREASED2,1173,512-1,395-40%$1.5M$777.2K-$683.0K2026-10-30
Salvus Wealth Management, LLC
DECREASED2,1152,232-117-5%$927.8K$776.5K-$151.3K2026-10-13
SYM Financial Corp
DECREASED2,1082,127-19-1%$884.2K$773.7K-$110.6K2026-10-26
United Advisor Group, LLC
DECREASED2,1072,980-873-29%$1.2M$773.5K-$464.9K2026-11-03
Bradyco, Inc.
UNCHANGED2,0992,09900%$872.4K$770.5K-$101.9K2026-11-03
QTR Family Wealth, LLC
DECREASED2,0912,332-241-10%$969.4K$767.5K-$201.9K2026-11-02
Teza Capital Management LLC
INCREASED2,087970+1,117+115%$403.2K$766.1K+$362.9K2026-10-23
Benchmark Financial Wealth Advisors, LLC
DECREASED2,0872,158-71-3%$896.9K$766.2K-$130.6K2026-10-20
Cardiff Park Advisors, LLC
INCREASED2,0852,084+1+0%$866.1K$765.5K-$100.7K2026-11-09
Patrick M Sweeney & Associates, Inc
INCREASED2,0802,072+8+0%$861.2K$763.6K-$97.6K2026-10-22
Patten Group, Inc.
INCREASED2,0752,052+23+1%$852.9K$761.8K-$91.0K2026-10-26
Riverwater Partners LLC
DECREASED2,0723,210-1,138-35%$1.3M$760.6K-$573.6K2026-11-03
RKL Wealth Management LLC
INCREASED2,0661,971+95+5%$819.2K$758.4K-$60.8K2026-10-16
Yoffe Investment Management, LLC
INCREASED2,0592,058+1+0%$855.5K$755.7K-$99.8K2026-11-02
Welch & Forbes LLC
DECREASED2,0522,318-266-11%$963.4K$753.2K-$210.2K2026-11-04
Golden State Wealth Management, LLC
INCREASED2,0471,889+158+8%$785.3K$751.6K-$33.7K2026-11-02
Chatham Capital Group, Inc.
UNCHANGED2,0472,04700%$850.8K$751.4K-$99.4K2026-10-16
Syntegra Private Wealth Group, LLC
DECREASED2,0462,090-44-2%$868.8K$751.2K-$117.6K2026-10-13
HCR Wealth Advisors
INCREASED2,0451,957+88+5%$813.8K$750.8K-$63.0K2026-10-15
Summit Wealth Group LLC / Co
INCREASED2,0421,881+161+9%$781.8K$749.5K-$32.4K2026-10-29
Ignite Planners, LLC
INCREASED2,0401,922+118+6%$799.7K$755.8K-$43.9K2026-10-14
Graves Light Lenhart Wealth, Inc.
UNCHANGED2,0402,04000%$847.9K$748.8K-$99.0K2026-10-09
Earned Wealth Advisors, LLC
INCREASED2,0361,815+221+12%$754.3K$747.4K-$6.9K2026-11-06
Cornerstone Wealth Management, LLC
INCREASED2,0232,021+2+0%$840.0K$742.8K-$97.2K2026-11-04
Physician Wealth Advisors, Inc.
INCREASED2,020673+1,347+200%$279.7K$741.5K+$461.8K2026-10-20
Romano Brothers and Company
DECREASED2,0202,069-49-2%$859.9K$741.5K-$118.4K2026-10-22
Ranch Capital Advisors Inc.
INCREASED2,0101,941+69+4%$806.7K$737.9K-$68.8K2026-11-09
McLean Asset Management Corp
DECREASED2,0072,041-34-2%$845.8K$794.1K-$51.7K2026-11-06
denkapparat Operations GmbH
INCREASED2,002920+1,082+118%$382.4K$734.9K+$352.5K2026-11-09
Mitsubishi UFJ Asset Management (UK) Ltd.
DECREASED2,0003,000-1,000-33%$1.2M$734-$1.2M2026-10-22
Intesa Sanpaolo Wealth Management
DECREASED1,9922,112-120-6%$877.8K$731.2K-$146.6K2026-10-28
Sawgrass Asset Management LLC
INCREASED1,9851,984+1+0%$824.7K$728.5K-$96.1K2026-11-03
CRA Financial Services, LLC
DECREASED1,9772,207-230-10%$917.3K$725.6K-$191.8K2026-10-16
XXI Wealth, LLC
DECREASED1,9761,997-21-1%$830.1K$725.5K-$104.6K2026-10-22
Lifelong Wealth Advisors, Inc.
DECREASED1,9741,975-10%$820.9K$724.6K-$96.3K2026-10-19
Founders Financial Securities LLC
INCREASED1,9731,915+58+3%$795.9K$724.2K-$71.7K2026-10-28
Northbridge Financial Group, LLC
DECREASED1,9632,075-112-5%$862.5K$738.5K-$123.9K2026-11-05
Northland Securities, Inc.
INCREASED1,9601,910+50+3%$793.9K$719.5K-$74.4K2026-11-02
Westbourne Investment Advisors, Inc.
DECREASED1,9591,994-35-2%$828.8K$719.1K-$109.7K2026-10-20
Armstrong Advisory Group, Inc
INCREASED1,9561,948+8+0%$809.7K$718.1K-$91.6K2026-10-09
Bigelow Investment Advisors, LLC
DECREASED1,9542,012-58-3%$836.2K$717.3K-$119.0K2026-10-13
Bingham Private Wealth, LLC
DECREASED1,9531,987-34-2%$825.9K$716.9K-$109.0K2026-11-05
Corundum Group, Inc.
NEW1,947—+1,947——$714.7K—2026-10-28
Bernardo Wealth Planning LLC
INCREASED1,942907+1,035+114%$377.1K$713.2K+$336.0K2026-10-23
Wisconsin Wealth Advisors, LLC
INCREASED1,9421,940+2+0%$806.2K$712.8K-$93.3K2026-10-08
Fiduciary Family Office, LLC
INCREASED1,9161,709+207+12%$710.3K$703.3K-$7.0K2026-11-04
Meadow Creek Wealth Advisors LLC
INCREASED1,9161,913+3+0%$794.9K$703.2K-$91.8K2026-11-02
Triumph Capital Management
INCREASED1,9151,878+37+2%$780.6K$703.0K-$77.6K2026-10-14
WMS Group LLC
INCREASED1,9131,904+9+0%$791.4K$702.2K-$89.1K2026-11-06
KPP Advisory Services LLC
DECREASED1,9122,341-429-18%$972.8K$701.9K-$271.0K2026-10-26
Westover Capital Advisors, LLC
DECREASED1,9101,942-32-2%$807.2K$701.1K-$106.0K2026-10-26
Anchyra Partners LLC
DECREASED1,9071,913-60%$795.1K$700.0K-$95.1K2026-10-13
Buckhead Capital Management LLC
DECREASED1,9032,626-723-28%$1.1M$698.6K-$392.6K2026-11-03
Michels Family Financial, LLC
INCREASED1,8941,727+167+10%$717.9K$695.3K-$22.6K2026-11-02
Parisi Gray Wealth Management
INCREASED1,8931,892+1+0%$786.4K$695.0K-$91.4K2026-10-16
Beese Fulmer Investment Management, Inc.
DECREASED1,8852,143-258-12%$890.6K$692.0K-$198.5K2026-10-23
Burns Matteson Capital Management, LLC
DECREASED1,8852,070-185-9%$860.3K$691.8K-$168.5K2026-10-16
North Star Investment Management Corp.
DECREASED1,8851,886-10%$783.7K$691.9K-$91.9K2026-10-27
Ifrah Financial Services, Inc.
DECREASED1,8821,931-49-3%$802.8K$690.8K-$112.0K2026-10-13
Nabity-Jensen Investment Management Inc
INCREASED1,8691,752+117+7%$728.2K$686.1K-$42.1K2026-10-23
Amplius Wealth Advisors, LLC
INCREASED1,8681,632+236+14%$678.4K$685.8K+$7.4K2026-10-20
Prudent Man Advisors, LLC
DECREASED1,8661,928-62-3%$801.3K$685.0K-$116.4K2026-11-03
Kellett Wealth Advisors, LLC
INCREASED1,8611,822+39+2%$757.3K$683.2K-$74.1K2026-10-15
Quadcap Wealth Management, LLC
DECREASED1,8572,327-470-20%$967.3K$681.9K-$285.5K2026-11-02
First Interstate Bank
DECREASED1,8571,932-75-4%$803.0K$681.7K-$121.3K2026-10-23
Park National Corp
INCREASED1,8521,676+176+11%$696.6K$679.8K-$16.8K2026-10-05
Delta Investment Management, LLC
INCREASED1,8501,432+418+29%$595.0K$679.3K+$84.3K2026-11-09
Steph & Co
INCREASED1,8461,612+234+15%$670.0K$677.6K+$7.6K2026-10-07
Abacus Planning Group, Inc.
DECREASED1,8461,946-100-5%$808.7K$677.5K-$131.3K2026-11-02
Odyssey Capital Advisors, Inc.
DECREASED1,8411,891-50-3%$785.9K$675.7K-$110.2K2026-10-26
Heritage Family Offices, LLP
DECREASED1,8352,797-962-34%$1.2M$673.5K-$488.9K2026-11-02
Foundation Wealth Management, Llc\pa
INCREASED1,8351,820+15+1%$756.4K$673.6K-$82.9K2026-10-14
IPG Investment Advisors LLC
DECREASED1,8331,887-54-3%$784.3K$672.9K-$111.4K2026-10-30
Cushing Capital Partners, LLC
INCREASED1,8311,557+274+18%$647.2K$672.2K+$25.0K2026-10-20
Lauer Wealth, LLC
DECREASED1,8271,927-100-5%$819.3K$677.7K-$141.6K2026-10-13
Agate Pass Investment Management, LLC
INCREASED1,8241,756+68+4%$729.8K$669.6K-$60.3K2026-10-20
Northern Financial Advisors Inc
INCREASED1,8101,737+73+4%$722.0K$664.4K-$57.6K2026-10-29
Weinberger Asset Management, Inc
INCREASED1,8101,791+19+1%$742.0K$664.3K-$77.7K2026-10-28
Gibbs Wealth Management
INCREASED1,8061,285+521+41%$533.9K$662.9K+$129.0K2026-10-22
Woodward Diversified Capital, LLC
INCREASED1,8051,802+3+0%$749.2K$662.4K-$86.8K2026-10-21
JSF Financial, LLC
DECREASED1,8001,855-55-3%$771.0K$660.6K-$110.4K2026-10-22
Tompkins Financial Corp
UNCHANGED1,7931,79300%$745.2K$658.2K-$87.1K2026-10-05
Freedom Financial Partners LLC
UNCHANGED1,7901,79000%$744.0K$657.1K-$86.9K2026-10-19
Syverson Strege & Co
DECREASED1,7861,896-110-6%$788.1K$655.6K-$132.5K2026-11-02
Tortuga Wealth Management, Inc
DECREASED1,7771,891-114-6%$786.4K$652.9K-$133.5K2026-10-27
Bill Few Associates, Inc.
INCREASED1,771795+976+123%$330.3K$650.2K+$319.9K2026-10-09
Central Valley Advisors, LLC
DECREASED1,7701,781-11-1%$739.9K$649.3K-$90.6K2026-10-27
Riversedge Advisors, LLC
INCREASED1,7691,746+23+1%$725.5K$649.2K-$76.3K2026-10-09
MV Capital Management, Inc.
DECREASED1,7661,778-12-1%$739.0K$648.3K-$90.7K2026-10-29
CLG LLC
INCREASED1,7661,765+1+0%$733.7K$648.1K-$85.6K2026-10-13
Verity & Verity, LLC
DECREASED1,7642,558-794-31%$1.1M$647.5K-$415.7K2026-10-23
BIP Wealth, LLC
INCREASED1,7611,747+14+1%$726.0K$646.3K-$79.7K2026-10-22
High Net Worth Advisory Group LLC
INCREASED1,7571,751+6+0%$728.0K$645.2K-$82.8K2026-10-26
Weaver Consulting Group
INCREASED1,7441,693+51+3%$703.5K$640.0K-$63.5K2026-10-07
Summit Wealth Group, LLC
INCREASED1,7441,740+4+0%$723.2K$640.2K-$83.0K2026-11-09
BayBridge Capital Group, LLC
INCREASED1,7391,134+605+53%$471.3K$638.5K+$167.2K2026-10-13
Valtinson Bruner Financial Planning LLC
INCREASED1,7391,738+1+0%$722.3K$638.3K-$84.0K2026-11-02
Summit Investment Advisors, Inc.\KS
INCREASED1,7361,732+4+0%$719.7K$637.2K-$82.5K2026-11-05
Narus Financial Partners, LLC
DECREASED1,7331,897-164-9%$788.6K$636.3K-$152.3K2026-10-19
Drive Wealth Management, LLC
DECREASED1,7282,268-540-24%$942.5K$634.3K-$308.3K2026-11-09
Cromwell Holdings LLC
DECREASED1,7252,674-949-35%$1.1M$633.2K-$478.2K2026-10-28
May Hill Capital, LLC
DECREASED1,7251,753-28-2%$728.6K$633.2K-$95.4K2026-11-03
Lynx Investment Advisory
INCREASED1,7221,385+337+24%$575.7K$632.2K+$56.4K2026-10-27
Trust Co of the South
DECREASED1,7171,767-50-3%$734.4K$630.3K-$104.1K2026-10-21
PKS Advisory Services, LLC
UNCHANGED1,7091,70900%$710.4K$710.4K$02026-10-26
Cornell Pochily Investment Advisors, Inc.
INCREASED1,7001,682+18+1%$699.3K$624.1K-$75.2K2026-10-19
MAD River Investors
UNCHANGED1,7001,70000%$706.6K$624.0K-$82.5K2026-10-27
Beacon Investment Advisory Services, Inc.
DECREASED1,6931,741-48-3%$723.6K$621.5K-$102.1K2026-10-13
Portside Wealth Group, LLC
INCREASED1,6921,566+126+8%$651.1K$621.3K-$29.8K2026-10-20
Werba Rubin Papier Wealth Management
INCREASED1,6911,585+106+7%$658.9K$620.8K-$38.0K2026-11-06
Canandaigua National Bank & Trust Co
DECREASED1,6901,695-50%$704.5K$620.4K-$84.1K2026-10-07
White Lighthouse Investment Management Inc.
UNCHANGED1,6861,68600%$700.9K$619.0K-$81.9K2026-10-21
Brady Family Wealth, LLC
DECREASED1,6821,697-15-1%$705.3K$617.4K-$87.9K2026-11-02
Falcon Wealth Planning
INCREASED1,6791,587+92+6%$659.6K$616.3K-$43.3K2026-11-06
Morey & Quinn Wealth Partners, LLC
DECREASED1,6781,728-50-3%$718.3K$616.1K-$102.3K2026-10-28
Eads & Heald Wealth Management
INCREASED1,6751,669+6+0%$693.7K$614.9K-$78.8K2026-10-29
Regent Peak Wealth Advisors LLC
INCREASED1,6741,620+54+3%$673.4K$614.6K-$58.8K2026-10-13
Thrive Wealth Management, LLC
INCREASED1,6741,636+38+2%$679.8K$614.6K-$65.2K2026-10-13
Strategy Asset Managers LLC
INCREASED1,6721,240+432+35%$515.3K$613.6K+$98.3K2026-10-14
SmartHarvest Portfolios, LLC
DECREASED1,6591,793-134-7%$745.2K$609.0K-$136.2K2026-10-26
Future Financial Wealth Managment LLC
INCREASED1,6551,647+8+0%$697.6K$607.4K-$90.2K2026-10-15
Navigation Group, LLC
INCREASED1,6521,553+99+6%$645.4K$606.4K-$38.9K2026-10-28
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED1,6451,170+475+41%$486.3K$604.1K+$117.8K2026-10-14
Opus Capital Group, LLC
INCREASED1,6451,603+42+3%$666.0K$604-$665.4K2026-10-30
Financial Planning Navigators Corp
DECREASED1,6412,156-515-24%$896.1K$602.2K-$293.9K2026-10-14
Enterprise Financial Services Corp
DECREASED1,6371,657-20-1%$688.7K$600.9K-$87.8K2026-11-03
Droms Strauss Advisors Inc
UNCHANGED1,6371,63700%$680.4K$600.9K-$79.5K2026-11-03
LMG Wealth Partners, LLC
INCREASED1,6301,622+8+0%$674.1K$598.5K-$75.6K2026-11-05
Verus Capital Partners, LLC
INCREASED1,6291,489+140+9%$619.0K$597.8K-$21.2K2026-11-03
Sapient Capital LLC
DECREASED1,6291,704-75-4%$708.2K$598.0K-$110.3K2026-10-08
Paulson Wealth Management Inc.
DECREASED1,6271,656-29-2%$688.3K$597.2K-$91.0K2026-11-02
Lighthouse Financial LLC
INCREASED1,6211,441+180+12%$598.9K$595.0K-$3.9K2026-10-23
Capital CS Group, LLC
NEW1,613—+1,613——$592.1K—2026-10-29
Tred Avon Family Wealth, LLC
DECREASED1,6061,612-60%$670.0K$589.5K-$80.5K2026-10-20
Ridgewood Investments LLC
DECREASED1,6042,799-1,195-43%$1.2M$588.8K-$574.6K2026-10-05
Wellington Grp LLC
DECREASED1,6042,586-982-38%$1.1M$588.8K-$486.0K2026-11-06
Fairscale Capital, LLC
INCREASED1,5991,584+15+1%$658.5K$650.8K-$7.6K2026-11-04
Verum Partners LLC
DECREASED1,5961,738-142-8%$722.3K$585.8K-$136.5K2026-10-21
Cambridge Advisors Inc.
DECREASED1,5941,655-61-4%$687.9K$585.1K-$102.7K2026-10-19
Clear Wave Wealth Management LLC
INCREASED1,5921,530+62+4%$635.9K$584.4K-$51.5K2026-11-04
Reflection Asset Management
INCREASED1,5901,585+5+0%$658.8K$583.7K-$75.1K2026-10-28
Apollon Financial, LLC
INCREASED1,5841,570+14+1%$652.4K$581.5K-$70.9K2026-10-23
Chesapeake Wealth Management
DECREASED1,5801,652-72-4%$686.6K$580.0K-$106.6K2026-11-09
Total Clarity Wealth Management, Inc.
INCREASED1,5741,312+262+20%$545.4K$577.6K+$32.2K2026-10-26
Next Level Private LLC
INCREASED1,5721,504+68+5%$625.2K$577.2K-$48.1K2026-10-20
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
UNCHANGED1,5711,57100%$653.0K$576.7K-$76.3K2026-10-27
TFR Capital, Llc.
DECREASED1,5571,754-197-11%$729.0K$571.5K-$157.5K2026-11-09
Ullmann Wealth Partners Group, LLC
INCREASED1,5561,547+9+1%$643.0K$571.2K-$71.8K2026-11-02
Focused Alpha, LLC
NEW1,555—+1,555——$570.8K—2026-10-20
Enclave Advisors LLC
DECREASED1,5501,805-255-14%$750.0K$568.8K-$181.2K2026-10-14
Sage Private Wealth Group, LLC
NEW1,548—+1,548——$568.2K—2026-10-21
Leo Wealth, LLC
NEW1,536—+1,536——$563.9K—2026-10-26
Third View Private Wealth, LLC
INCREASED1,5351,288+247+19%$535.4K$563.6K+$28.1K2026-10-30
Investment Research Partners LLC
DECREASED1,5291,631-102-6%$678.0K$561.4K-$116.6K2026-10-19
Malaga Cove Capital, LLC
INCREASED1,5291,478+51+3%$614.3K$561.3K-$53.0K2026-10-23
SeaCrest Wealth Management, LLC
DECREASED1,5201,619-99-6%$673.0K$558.1K-$114.9K2026-10-21
Dickmeyer Boyce Financial Management, Inc.
DECREASED1,5191,548-29-2%$643.3K$557.6K-$85.7K2026-10-08
Sterling Investment Advisors, Ltd.
INCREASED1,5141,513+1+0%$628.9K$555.7K-$73.2K2026-10-27
Jacobsen Capital Management
DECREASED1,5081,516-8-1%$630.1K$553.6K-$76.5K2026-10-27
SGL Investment Advisors, Inc.
INCREASED1,5041,482+22+1%$605.8K$592.8K-$13.0K2026-11-09
Means Investment Co., Inc.
DECREASED1,4991,530-31-2%$636.1K$550.3K-$85.8K2026-11-03
Corundum Trust Company, Inc
UNCHANGED1,4991,49900%$623.0K$550.3K-$72.8K2026-10-29
Worth Asset Management, LLC
DECREASED1,4961,525-29-2%$633.8K$549.2K-$84.7K2026-10-07
Y-Intercept (Hong Kong) Ltd
DECREASED1,49135,009-33,518-96%$14.6M$547.3K-$14.0M2026-10-16
Rational Advisors, Inc.
DECREASED1,4912,155-664-31%$895.7K$547.3K-$348.4K2026-11-02
Brucke Financial, Inc.
INCREASED1,4901,379+111+8%$573.3K$547.0K-$26.2K2026-10-23
Washington Trust Co
DECREASED1,4851,623-138-8%$674.4K$545.2K-$129.3K2026-10-22
Paladin Advisory Group, LLC
UNCHANGED1,4841,48400%$616.8K$544.7K-$72.0K2026-11-09
Great Lakes Retirement, Inc.
NEW1,471—+1,471——$540.1K—2026-10-26
Phillip James Consulting Co.
INCREASED1,4631,373+90+7%$570.4K$537.1K-$33.3K2026-11-03
Fell Capital Management
UNCHANGED1,4581,45800%$606.0K$535.2K-$70.8K2026-10-09
Traynor Capital Management, Inc.
DECREASED1,4571,485-28-2%$617.3K$534.7K-$82.6K2026-10-29
Midwest Financial Partners Investments, Inc.
DECREASED1,4521,453-10%$603.9K$533.0K-$70.9K2026-10-08
Quadrant Private Wealth Management, LLC
DECREASED1,4501,594-144-9%$662.5K$532.4K-$130.1K2026-11-04
Rosenberg Matthew Hamilton
INCREASED1,4461,374+72+5%$571.1K$530.8K-$40.3K2026-10-05
First Affirmative Financial Network
NEW1,445—+1,445——$530.4K—2026-10-21
Apeiron RIA LLC
INCREASED1,4441,148+296+26%$477.1K$527.3K+$50.2K2026-10-08
Saxon Interests, Inc.
DECREASED1,4381,728-290-17%$718.1K$527.8K-$190.3K2026-10-26
Gratus Wealth Advisors, LLC
DECREASED1,4381,479-41-3%$614.7K$527.9K-$86.9K2026-10-26
Hamilton Point Investment Advisors, LLC
DECREASED1,4371,457-20-1%$605.6K$527.5K-$78.1K2026-11-03
Intrua Financial, LLC
DECREASED1,4301,813-383-21%$753.4K$525.0K-$228.4K2026-10-28
Lantz Financial LLC
DECREASED1,4291,431-20%$594.9K$524.5K-$70.4K2026-10-15
J. Derek Lewis & Associates Inc.
INCREASED1,4251,422+3+0%$590.9K$523.1K-$67.8K2026-11-03
GenTrust, LLC
INCREASED1,4221,246+176+14%$517.9K$522.0K+$4.1K2026-11-06
Lodestar Private Asset Management LLC
NEW1,421—+1,421——$521.4K—2026-10-26
Moran Wealth Management, LLC
DECREASED1,4211,446-25-2%$601.0K$521.6K-$79.4K2026-10-22
Provident Investment Management, Inc.
INCREASED1,4201,371+49+4%$569.8K$521.3K-$48.6K2026-10-23
Abacus Wealth Partners, LLC
DECREASED1,4191,502-83-6%$624.3K$520.9K-$103.4K2026-11-03
Buska Wealth Management, LLC
DECREASED1,4121,478-66-4%$614.3K$518.3K-$96.0K2026-10-08
McElhenny Sheffield Capital Management, LLC
INCREASED1,4071,392+15+1%$578.6K$516.5K-$62.1K2026-11-06
Discipline Wealth Solutions, LLC
UNCHANGED1,4051,40500%$584.0K$515.7K-$68.2K2026-10-14
General Partner, Inc.
UNCHANGED1,3961,39600%$580.2K$512.4K-$67.8K2026-10-05
Clearwave Capital, LLC
DECREASED1,3941,648-254-15%$684.9K$511.6K-$173.4K2026-10-27
Englebert Financial Advisers, LLC
DECREASED1,3941,564-170-11%$650.0K$511.8K-$138.2K2026-10-20
Cahaba Wealth Management, Inc.
INCREASED1,3931,333+60+5%$553.9K$511.3K-$42.7K2026-10-26
Mindset Wealth Management, LLC
INCREASED1,3931,388+5+0%$577.0K$511.5K-$65.5K2026-10-19
First Merchants Corp
INCREASED1,3901,342+48+4%$557.8K$510.2K-$47.5K2026-10-15
First City Capital Management, Inc.
DECREASED1,3891,393-40%$579.0K$509.9K-$69.1K2026-10-27
First National Bank Sioux Falls
UNCHANGED1,3871,38700%$438.8K$509.1K+$70.3K2026-10-13
Wealth Group Ltd
UNCHANGED1,3871,38700%$576.5K$515.8K-$60.7K2026-10-07
Wealth Management Partners, LLC
DECREASED1,3821,782-400-22%$741.2K$508.4K-$232.8K2026-10-21
Summit Financial Strategies, Inc.
DECREASED1,3781,406-28-2%$584.3K$505.8K-$78.5K2026-10-14
W.H. Cornerstone Investments Inc.
DECREASED1,3741,575-201-13%$654.8K$504.4K-$150.5K2026-11-03
Olistico Wealth, LLC
UNCHANGED1,3691,36900%$569.0K$502.5K-$66.5K2026-10-05
Gould Asset Management LLC
UNCHANGED1,3671,36700%$568.2K$501.8K-$66.4K2026-11-06
Gerber Kawasaki Wealth & Investment Management
INCREASED1,366943+423+45%$392.0K$501.7K+$109.7K2026-10-29
BCS Wealth Management
INCREASED1,3641,342+22+2%$557.8K$500.7K-$57.1K2026-11-03
Valley National Advisers Inc
DECREASED1,3617,236-5,875-81%$3.0M$499.5K-$2.5M2026-10-23
Proathlete Wealth Management LLC
INCREASED1,3591,166+193+17%$485.3K$499.3K+$14.0K2026-10-15
LeConte Wealth Management, LLC
INCREASED1,3571,123+234+21%$466.9K$497.9K+$31.0K2026-10-20
Winthrop Advisory Group LLC
DECREASED1,3561,507-151-10%$626.5K$497.9K-$128.6K2026-10-22
Birinyi Associates Inc
UNCHANGED1,3501,35000%$561.0K$496-$560.5K2026-10-28
Wealth Science Advisors LLC
DECREASED1,3491,957-608-31%$813.4K$495.2K-$318.2K2026-10-09
Clarus Wealth Advisors
INCREASED1,3491,310+39+3%$557.5K$511.6K-$45.9K2026-10-13
Alpha Financial Advisors, LLC
DECREASED1,3441,418-74-5%$589.4K$493.4K-$96.0K2026-11-09
McGlone Suttner Wealth Management, Inc.
INCREASED1,3381,297+41+3%$539.0K$491.0K-$48.0K2026-10-13
New Covenant Trust Company, N.A.
INCREASED1,3351,176+159+14%$488.8K$490.1K+$1.3K2026-10-08
Stonekeep Investments, LLC
INCREASED1,3341,307+27+2%$543$489.7K+$489.2K2026-10-15
Stiles Financial Services Inc
INCREASED1,3321,331+1+0%$553.3K$489.1K-$64.2K2026-10-30
Legacy Advisors, LLC
DECREASED1,3281,384-56-4%$575.3K$487.4K-$87.9K2026-10-19
Forum Financial Management, LP
INCREASED1,3281,323+5+0%$549.7K$487.5K-$62.3K2026-10-16
First Financial Corp
DECREASED1,3271,338-11-1%$556.1K$487.1K-$69.0K2026-10-13
Prairiewood Capital, LLC
DECREASED1,3261,337-11-1%$555.6K$486.9K-$68.7K2026-10-16
Rose Capital Advisors LLC
INCREASED1,325757+568+75%$314.5K$487.0K+$172.5K2026-11-04
Tannin Capital LLC
INCREASED1,3191,109+210+19%$460.9K$484.2K+$23.2K2026-11-05
Center for Financial Planning, Inc.
INCREASED1,318607+711+117%$252.1K$484.1K+$231.9K2026-10-26
Mcdonald Partners LLC
DECREASED1,3181,548-230-15%$643.4K$483.8K-$159.6K2026-11-03
Silver OAK Securities, Incorporated
DECREASED1,3161,438-122-8%$597.5K$518.6K-$78.9K2026-11-09
Northside Capital Management, LLC
UNCHANGED1,3131,31300%$545.7K$482.0K-$63.7K2026-10-13
Womack Financial LLC
UNCHANGED1,3101,31000%$544.5K$480.9K-$63.6K2026-10-14
DT Investment Partners, LLC
UNCHANGED1,3101,31000%$544.5K$480.9K-$63.6K2026-10-27
Seamount Financial Group Inc
INCREASED1,3091,264+45+4%$525.4K$480.6K-$44.9K2026-10-21
Spartan Planning & Wealth Management
DECREASED1,3071,676-369-22%$696.7K$479.6K-$217.1K2026-10-13
SBE LLC DBA Cedar Cove Wealth Partners
INCREASED1,3061,275+31+2%$530.0K$479.6K-$50.4K2026-10-15
Capstone Capital Management Ltd
NEW1,304—+1,304——$478.7K—2026-10-21
Tempus Wealth Planning, LLC
DECREASED1,3021,580-278-18%$656.5K$477.9K-$178.6K2026-10-14
Buttonwood Financial Advisors Inc.
DECREASED1,3001,365-65-5%$567.5K$477.2K-$90.2K2026-10-13
Brown, Lisle Ings, Inc.
DECREASED1,3001,310-10-1%$544.5K$477.2K-$67.3K2026-10-16
Nixon Peabody Trust Co
INCREASED1,299890+409+46%$369.9K$476.8K+$106.9K2026-10-23
BridgePort Financial Solutions, LLC
INCREASED1,2991,295+4+0%$538.3K$476.9K-$61.4K2026-11-02
Invera Wealth Advisors, LLC
INCREASED1,2981,286+12+1%$534.5K$476.5K-$58.0K2026-10-28
Virtue Capital Management, LLC
INCREASED1,2891,064+225+21%$442.2K$473.2K+$31.0K2026-10-29
D.B. Root & Company, LLC
INCREASED1,2881,280+8+1%$532.0K$472.8K-$59.2K2026-11-04
True North Advisors, LLC
DECREASED1,2821,500-218-15%$623.6K$470.7K-$152.9K2026-10-22
JGP Global Gestao de Recursos Ltda.
INCREASED1,2791,243+36+3%$516.6K$469.5K-$47.1K2026-10-16
Winch Advisory Services, LLC
DECREASED1,2781,345-67-5%$559.2K$469.1K-$90.0K2026-11-06
Allen Capital Group, LLC
INCREASED1,2761,182+94+8%$491.3K$468.4K-$22.9K2026-10-27
Zega Investments, LLC
DECREASED1,27512,243-10,968-90%$5.1M$468.0K-$4.6M2026-11-04
Integrity Advisory Solutions, LLC
INCREASED1,2741,139+135+12%$473.6K$467.8K-$5.8K2026-10-29
Lifestyle Asset Management, Inc.
INCREASED1,269846+423+50%$351.6K$465.9K+$114.3K2026-10-20
My Personal CFO, LLC
INCREASED1,2691,223+46+4%$508.3K$465.8K-$42.5K2026-10-14
Arcataur Capital Management LLC
DECREASED1,2681,278-10-1%$531.2K$465.5K-$65.7K2026-10-21
Cane Capital Partners, LLC
DECREASED1,2662,247-981-44%$933.9K$464.7K-$469.2K2026-10-23
Krane Funds Advisors LLC
INCREASED1,2621,105+157+14%$459.3K$463.3K+$4.0K2026-11-09
Diligent Investors, LLC
DECREASED1,2591,709-450-26%$710.2K$462.3K-$247.9K2026-10-21
MQS Management LLC
NEW1,258—+1,258——$461.8K—2026-11-06
Rossby Financial, LCC
INCREASED1,257868+389+45%$360.8K$461.5K+$100.8K2026-11-05
Asset One Wealth Management LLC
DECREASED1,2521,453-201-14%$608.1K$459.4K-$148.6K2026-11-02
Cerro Pacific Wealth Advisors LLC
DECREASED1,2511,490-239-16%$619.2K$459.3K-$159.8K2026-10-22
Signature Equity Partners, LLC
DECREASED1,2501,357-107-8%$564.0K$458.9K-$105.0K2026-10-29
Quantum Financial Advisors, LLC
INCREASED1,2441,138+106+9%$473.2K$456.8K-$16.4K2026-11-03
ODonnell Financial Services, LLC
UNCHANGED1,2391,23900%$515.0K$454.8K-$60.2K2026-11-09
Ddfg, Inc
UNCHANGED1,2381,23800%$514.7K$454.5K-$60.1K2026-10-15
Keyes, Stange & Wooten Wealth Management, LLC
INCREASED1,237991+246+25%$411.9K$454.1K+$42.2K2026-11-03
Bfsg, LLC
DECREASED1,2341,277-43-3%$530.8K$453.0K-$77.8K2026-10-30
Centerpoint Advisors, LLC
DECREASED1,2341,247-13-1%$518.0K$453-$517.5K2026-11-05
AGH Wealth Advisors, LLC
DECREASED1,2321,382-150-11%$574.4K$452.2K-$122.2K2026-10-26
Heck Capital Advisors, LLC
DECREASED1,2311,245-14-1%$517.3K$451.9K-$65.4K2026-10-14
Pines Wealth Management, LLC
DECREASED1,2261,295-69-5%$538.2K$450.0K-$88.2K2026-10-21
Pinion Investment Advisors, LLC
DECREASED1,2241,268-44-3%$527.0K$449.4K-$77.5K2026-11-04
Penobscot Wealth Management
DECREASED1,2221,256-34-3%$521.9K$448.6K-$73.3K2026-10-21
AXS Investments LLC
DECREASED1,2201,672-452-27%$694.9K$447.8K-$247.1K2026-11-04
B.O.S.S. Retirement Advisors, LLC
DECREASED1,2181,378-160-12%$572.9K$446.9K-$126.0K2026-10-26
NavPoint Financial, Inc.
UNCHANGED1,2151,21500%$504.9K$445.9K-$59.0K2026-10-21
Values Added Financial LLC
DECREASED1,2131,254-41-3%$521.2K$445.3K-$75.9K2026-10-28
Goldenstone Wealth Management LLC
INCREASED1,2121,080+132+12%$448.9K$445.1K-$3.8K2026-11-04
Heritage Wealth Management, Inc.
DECREASED1,2101,216-60%$505.4K$444.2K-$61.2K2026-10-28
Laurel OAK Wealth Management, LLC
DECREASED1,2081,476-268-18%$613.5K$443.4K-$170.0K2026-10-19
XML Financial, LLC
INCREASED1,2081,207+1+0%$501.6K$443.7K-$57.9K2026-10-29
Beirne Wealth Consulting Services, LLC
INCREASED1,1991,142+57+5%$474.7K$440.1K-$34.5K2026-10-19
IMZ Advisory Inc
INCREASED1,1991,191+8+1%$495.2K$440.0K-$55.2K2026-11-03
Caldwell Sutter Capital, Inc.
DECREASED1,1931,222-29-2%$507.9K$437.9K-$70.0K2026-11-09
Crescent Grove Advisors, LLC
INCREASED1,1921,190+2+0%$494.6K$437.5K-$57.2K2026-10-21
Capital Advisors, Ltd. LLC
INCREASED1,1901,135+55+5%$472$437-$352026-10-27
Pinnacle Bancorp, Inc.
DECREASED1,1881,456-268-18%$605.2K$436.1K-$169.1K2026-10-21
Instrumental Wealth, LLC
INCREASED1,1881,146+42+4%$476.3K$436.1K-$40.2K2026-10-20
Wall Street Financial Group, Inc.
INCREASED1,1871,034+153+15%$429.8K$435.6K+$5.9K2026-11-09
Howard Financial Services, Ltd.
INCREASED1,186946+240+25%$393.0K$435.3K+$42.3K2026-10-15
Monograph Wealth Advisors, LLC
INCREASED1,1861,100+86+8%$457.0K$435.6K-$21.4K2026-11-09
Eubel Brady & Suttman Asset Management Inc
UNCHANGED1,1861,18600%$493.0K$435-$492.6K2026-11-04
Tactive Advisors, LLC
INCREASED1,185535+650+122%$222.4K$435.2K+$212.8K2026-10-08
SRH Advisors, LLC
DECREASED1,1841,201-17-1%$499.3K$434.8K-$64.5K2026-10-22
Symmetry Partners, LLC
INCREASED1,1831,041+142+14%$432.7K$434.3K+$1.6K2026-10-27
Armbruster Capital Management, Inc.
INCREASED1,1811,175+6+1%$488.4K$433.5K-$54.8K2026-10-19
N.E.W. Advisory Services LLC
INCREASED1,1801,106+74+7%$459.8K$433.0K-$26.8K2026-11-09
King Wealth Management Group
DECREASED1,1761,202-26-2%$503.0K$432-$502.6K2026-11-09
Asset Advisory Group, Inc.
DECREASED1,1751,235-60-5%$513.3K$431.3K-$82.0K2026-10-20
Detalus Advisors, LLC
DECREASED1,1741,182-8-1%$491.1K$431.0K-$60.1K2026-10-15
Macroview Investment Management LLC
INCREASED1,1701,151+19+2%$478.3K$429.7K-$48.6K2026-10-26
Horizon Financial Services, LLC
DECREASED1,1671,295-128-10%$538.2K$428.4K-$109.8K2026-11-04
Silver Grove Financial Group, Inc.
INCREASED1,1651,102+63+6%$458.2K$427.8K-$30.4K2026-11-05
Washington Capital Management, Inc
DECREASED1,1601,305-145-11%$542.4K$425.8K-$116.6K2026-10-19
Cypress Capital, LLC
DECREASED1,1591,225-66-5%$509.3K$425.3K-$84.0K2026-10-20
Redhawk Wealth Advisors, Inc.
DECREASED1,1551,210-55-5%$503.0K$424.0K-$79.0K2026-10-14
Aspetuck Financial Management LLC
DECREASED1,1531,199-46-4%$498.3K$423.2K-$75.1K2026-11-04
Nova Financial LLC
NEW1,152—+1,152——$422.9K—2026-11-04
Burns J W & Co Inc
DECREASED1,1501,158-8-1%$481.3K$422.0K-$59.3K2026-10-20
Traveka Wealth, LLC
INCREASED1,149844+305+36%$350.9K$421.9K+$71.0K2026-10-19
PW Nova Financial Services LLC
DECREASED1,1481,291-143-11%$536.7K$421.2K-$115.4K2026-10-15
Sound Income Strategies, LLC
DECREASED1,1451,527-382-25%$634.5K$424.8K-$209.7K2026-10-09
Successful Portfolios LLC
INCREASED1,1441,114+30+3%$477.4K$432.0K-$45.4K2026-10-09
BCK Partners, Inc.
UNCHANGED1,1421,14200%$474.6K$419.2K-$55.4K2026-10-23
Argus Investors' Counsel, Inc.
NEW1,141—+1,141——$418.8K—2026-10-09
Arrow Financial Corp
DECREASED1,1361,505-369-25%$625.5K$417.0K-$208.5K2026-10-26
Aire Advisors, LLC
DECREASED1,1361,168-32-3%$485.7K$417.1K-$68.5K2026-10-22
NewSquare Capital LLC
INCREASED1,1281,019+109+11%$423.6K$414.1K-$9.5K2026-11-06
Navalign, LLC
UNCHANGED1,1221,12200%$466.2K$412.0K-$54.2K2026-11-09
Duncker Streett & Co Inc
DECREASED1,1201,143-23-2%$475.1K$411.1K-$63.9K2026-10-27
Shah Wealth Advisors, LLC
NEW1,119—+1,119——$410.8K—2026-11-06
Winter & Associates, Inc.
INCREASED1,1111,037+74+7%$430.8K$465.8K+$35.0K2026-10-23
Financial Consulate, Inc
DECREASED1,1111,135-24-2%$471.7K$407.8K-$63.9K2026-10-23
CNB Bank
INCREASED1,1071,044+63+6%$433.9K$406.4K-$27.6K2026-11-09
Dillon & Associates Inc
DECREASED1,1071,113-6-1%$463.0K$406-$462.6K2026-10-22
Hunter Associates Investment Management LLC
DECREASED1,1041,169-65-6%$486.0K$405-$485.6K2026-10-26
Sutton Place Investors LLC
DECREASED1,0981,125-27-2%$467.6K$403.1K-$64.5K2026-10-20
Members Wealth LLC
INCREASED1,0981,085+13+1%$451.0K$412.9K-$38.1K2026-10-20
One Degree Advisors Inc
DECREASED1,0971,715-618-36%$731$412.8K+$412.1K2026-11-06
Waldron Private Wealth LLC
DECREASED1,0901,170-80-7%$486.3K$400.1K-$86.2K2026-11-02
TopTier Wealth Management, LLC
DECREASED1,0891,134-45-4%$471.5K$399.9K-$71.6K2026-10-16
Cullen Investment Group, Ltd.
DECREASED1,0882,726-1,638-60%$1.1M$411.9K-$720.9K2026-10-13
Cypress Wealth Services, LLC
INCREASED1,0881,077+11+1%$447.7K$409.3K-$38.4K2026-10-21
Fortress Financial Solutions, LLC
NEW1,087—+1,087——$398.9K—2026-10-14
GW Henssler & Associates LTD
INCREASED1,0851,069+16+2%$444.3K$398.3K-$46.0K2026-10-26
Birch Financial Group, LLC
INCREASED1,084961+123+13%$399.6K$397.9K-$1.8K2026-10-27
SWP Financial LLC
INCREASED1,0771,068+9+1%$443.9K$395.3K-$48.5K2026-10-23
Jeppson Wealth Management, LLC
UNCHANGED1,0751,07500%$446.8K$394.6K-$52.2K2026-10-20
Creative Financial Designs Inc
DECREASED1,0661,114-48-4%$463.1K$391.1K-$72.0K2026-11-04
Midland Wealth Advisors, LLC
INCREASED1,0631,034+29+3%$429.8K$390.2K-$39.6K2026-10-26
Byrne Asset Management LLC
DECREASED1,0621,140-78-7%$473.9K$388.0K-$85.9K2026-10-06
Cottage Street Advisors LLC
INCREASED1,059651+408+63%$270.6K$388.8K+$118.2K2026-10-19
Quad-Cities Investment Group, LLC
INCREASED1,0561,050+6+1%$436.3K$387.7K-$48.6K2026-10-16
Five Oceans Advisors
DECREASED1,0521,128-76-7%$468.8K$386.2K-$82.7K2026-10-22
Uniting Wealth Partners, LLC
INCREASED1,051648+403+62%$269.3K$385.8K+$116.5K2026-11-06
Mosley Wealth Management
INCREASED1,050916+134+15%$380.6K$426.8K+$46.2K2026-10-16
Groesbeck Investment Management Corp
UNCHANGED1,0501,05000%$436$385-$512026-10-26
Investors Research Corp
DECREASED1,0491,119-70-6%$465.1K$385.1K-$80.0K2026-10-07
North Forty Two & Co.
UNCHANGED1,0491,04900%$436.0K$385.1K-$50.9K2026-10-19
Net Worth Advisory Group
INCREASED1,048866+182+21%$360.0K$382.7K+$22.8K2026-10-20
Commonwealth Financial Services, LLC
DECREASED1,0421,263-221-17%$524.9K$382.4K-$142.4K2026-10-20
Retirement Guys Formula LLC
INCREASED1,042937+105+11%$389.3K$382.4K-$7.0K2026-10-26
Taylor & Morgan Wealth Management, LLC
DECREASED1,0421,082-40-4%$449.7K$382.5K-$67.2K2026-10-09
Brandywine OAK Private Wealth LLC
UNCHANGED1,0421,04200%$433.1K$382.5K-$50.6K2026-10-23
Tennessee Valley Asset Management Partners
DECREASED1,0361,062-26-2%$441.4K$380.4K-$61.0K2026-11-03
Grandview Asset Management LLC
DECREASED1,0352,186-1,151-53%$908.5K$379.9K-$528.6K2026-10-19
Owl Creek Wealth Partners LLC
DECREASED1,0351,071-36-3%$445.1K$379.9K-$65.2K2026-10-20
FDx Advisors, Inc.
DECREASED1,0321,057-25-2%$439.0K$379-$438.6K2026-11-09
Fortress Financial Group, LLC
INCREASED1,0321,024+8+1%$425.7K$378.7K-$47.0K2026-10-21
Baker Tilly Wealth Management, LLC
DECREASED1,0311,080-49-5%$448.9K$378.5K-$70.4K2026-10-05
Walkner Condon Financial Advisors LLC
INCREASED1,027762+265+35%$316.7K$377.0K+$60.3K2026-11-02
Regatta Capital Group, LLC
INCREASED1,025904+121+13%$375.5K$376.4K+$8082026-10-23
Biltmore Family Office, LLC
DECREASED1,0251,030-50%$428.1K$376.3K-$51.8K2026-11-03
Wealth Forward, LLC
UNCHANGED1,0251,02500%$426.0K$376.3K-$49.8K2026-10-14
ARQ Wealth Advisors, LLC
DECREASED1,0241,026-20%$442.5K$375.8K-$66.8K2026-10-29
Nine Masts Capital Ltd
NEW1,020—+1,020——$374.4K—2026-11-09
Fogel Capital Management, Inc.
UNCHANGED1,0201,02000%$423.9K$374.4K-$49.5K2026-11-04
Advisors Management Group Inc
UNCHANGED1,0181,01800%$423.0K$373-$422.6K2026-11-05
Legacy Edge Advisors, LLC
UNCHANGED1,0181,01800%$423.1K$373.7K-$49.4K2026-11-06
Evanson Financial, LLC
INCREASED1,017893+124+14%$371.4K$373.5K+$2.1K2026-10-23
Blake Schutter Theil Wealth Advisors, LLC
INCREASED1,014966+48+5%$401.5K$372.2K-$29.3K2026-11-02
Northern Capital Management, Inc.
INCREASED1,012849+163+19%$353.1K$371.3K+$18.2K2026-11-05
Veracity Capital LLC
INCREASED1,012999+13+1%$415.3K$371.6K-$43.7K2026-10-08
Arvest Investments, Inc.
INCREASED1,009797+212+27%$331.3K$370.4K+$39.1K2026-10-21
Elser Financial Planning, Inc
INCREASED1,0091,000+9+1%$415.6K$370.4K-$45.2K2026-10-16
RMR Wealth Builders
NEW1,006—+1,006——$369.3K—2026-10-22
AtlasMark Financial, Inc
UNCHANGED1,0001,00000%$415.6K$367.1K-$48.6K2026-10-13
Piar LLC
UNCHANGED1,0001,00000%$415.6K$367.1K-$48.6K2026-10-21
Midwest Financial Group LLC
INCREASED998985+13+1%$409.6K$366.4K-$43.2K2026-10-15
Quartz Partners, LLC
NEW992—+992——$364.1K—2026-11-03
Amarillo National Bank
UNCHANGED99099000%$411.5K$363.4K-$48.1K2026-10-23
Nicholas Wealth, Llc.
INCREASED988821+167+20%$341.2K$362.7K+$21.5K2026-10-26
Bedel Financial Consulting, Inc.
DECREASED988996-8-1%$414.0K$362.7K-$51.3K2026-11-06
Auxano Advisors, LLC
INCREASED988987+1+0%$410.2K$362.7K-$47.6K2026-11-06
Founders Capital Management, LLC
UNCHANGED98298200%$408.1K$360.5K-$47.7K2026-10-23
HFR Wealth Management, LLC
DECREASED980985-5-1%$409.4K$359.7K-$49.7K2026-11-09
Sunburst Financial Group, LLC
DECREASED979992-13-1%$412.2K$359.3K-$52.9K2026-10-09
Deroy & Devereaux Private Investment Counsel Inc
INCREASED969860+109+13%$357.0K$356-$356.6K2026-10-26
Tower Trust & Investment Co
DECREASED967970-30%$403.2K$355.0K-$48.2K2026-10-28
LFG Wealth Partners, LLC
INCREASED966853+113+13%$354.6K$354.5K-$1182026-10-28
RDA Financial Network
INCREASED960958+2+0%$398.0K$352.3K-$45.8K2026-10-15
Sage Rhino Capital LLC
DECREASED956961-5-1%$399.4K$350.9K-$48.5K2026-10-28
Cordoba Advisory Partners LLC
INCREASED955915+40+4%$380.9K$351.5K-$29.4K2026-10-19
Hoxton Planning & Management, LLC
DECREASED953959-6-1%$398.6K$349.8K-$48.8K2026-10-15
One Way Holdings LLC
DECREASED9481,034-86-8%$429.8K$348.0K-$81.8K2026-10-29
Southland Equity Partners LLC
DECREASED9471,056-109-10%$438.7K$347.8K-$91.0K2026-10-14
Warwick Investment Management, Inc.
DECREASED9461,048-102-10%$435.6K$347.3K-$88.3K2026-10-19
Paragon Private Wealth Management, LLC
DECREASED9451,511-566-37%$628.0K$347.1K-$280.9K2026-10-20
VAN Strum & Towne Inc.
UNCHANGED94594500%$392.8K$346.9K-$45.9K2026-11-06
Kaizen Financial Strategies
DECREASED944953-9-1%$406.4K$346.4K-$60.0K2026-10-09
River Wealth Advisors LLC
DECREASED939972-33-3%$404.0K$344.7K-$59.3K2026-11-09
Altiora Financial Group, LLC
DECREASED9381,038-100-10%$431.4K$344.3K-$87.1K2026-11-04
United Community Bank
DECREASED933945-12-1%$392.8K$342.5K-$50.3K2026-10-28
Miller Financial Services LLC
INCREASED932931+1+0%$387.1K$342.1K-$45.0K2026-10-20
Evermay Wealth Management LLC
DECREASED931980-49-5%$407.3K$341.8K-$65.6K2026-11-05
Hill Island Financial LLC
DECREASED931954-23-2%$396.7K$341.9K-$54.8K2026-10-20
Tillman Hartley LLC
UNCHANGED93093000%$386.5K$341.4K-$45.2K2026-11-06
Harmony Asset Management LLC
UNCHANGED92392300%$383.4K$338.6K-$44.8K2026-10-20
David J Yvars Group
NEW922—+922——$338.3K—2026-10-09
Monument Capital Management
DECREASED922944-22-2%$392.5K$338.6K-$53.9K2026-10-09
Sterling Investment Counsel, LLC
DECREASED9211,015-94-9%$421.9K$338.1K-$83.8K2026-10-19
Silvant Capital Management LLC
UNCHANGED92192100%$382.8K$338.1K-$44.7K2026-11-09
First Heartland Consultants, Inc.
DECREASED920944-24-3%$392.2K$337.8K-$54.4K2026-10-08
Karras Company, Inc.
INCREASED920918+2+0%$381.7K$337.7K-$44.0K2026-10-16
Pembroke Management, LTD
INCREASED919736+183+25%$305.9K$337.3K+$31.4K2026-10-21
Benin Management Corp
UNCHANGED91991900%$382.0K$337.3K-$44.6K2026-10-22
Affinity Capital Advisors, LLC
INCREASED918770+148+19%$321.7K$348.0K+$26.4K2026-10-13
Cypress Financial Planning LLC
INCREASED915885+30+3%$368.0K$336.0K-$31.9K2026-10-09
Compass Ion Advisors, LLC
UNCHANGED91491400%$379.8K$335.4K-$44.4K2026-10-23
Crown Wealth Group, LLC
INCREASED908822+86+10%$341.6K$333.3K-$8.3K2026-10-19
KRS Capital Management, LLC
DECREASED908923-15-2%$383.7K$333.4K-$50.3K2026-10-16
Strive Financial Group,LLC
INCREASED90521+884+4210%$8.7K$332.2K+$323.5K2026-11-09
Eagle Wealth Strategies LLC
INCREASED904872+32+4%$362.3K$331.7K-$30.6K2026-10-20
TigerOak Management, L.L.C.
INCREASED901815+86+11%$338.7K$330.7K-$8.0K2026-10-23
Global Financial Private Client, LLC
DECREASED901933-32-3%$387.8K$330.7K-$57.0K2026-10-15
IFC & Insurance Marketing, Inc.
INCREASED897875+22+3%$363.8K$329.2K-$34.6K2026-10-16
Cheviot Value Management, LLC
INCREASED896886+10+1%$368.2K$328.9K-$39.3K2026-11-09
Towerpoint Wealth, LLC
INCREASED894881+13+1%$366.0K$328.0K-$38.0K2026-10-13
Merited Wealth, LLC
UNCHANGED89489400%$371.6K$328.2K-$43.4K2026-10-13
TAGStone Capital, Inc.
DECREASED891906-15-2%$376.6K$327.1K-$49.5K2026-11-09
Allegiance Financial Group Advisory Services LLC
INCREASED889768+121+16%$319.2K$326.4K+$7.1K2026-11-02
Echo Wealth Management, LLC
INCREASED885880+5+1%$365.8K$324.9K-$40.9K2026-10-15
New England Capital Financial Advisors LLC
INCREASED885884+1+0%$367.3K$324.9K-$42.4K2026-11-03
Shulman DeMeo Asset Management LLC
INCREASED884799+85+11%$332.1K$334.8K+$2.7K2026-10-09
Strata Wealth Advisors, LLC
DECREASED884888-40%$369.1K$324.5K-$44.6K2026-10-16
Fortitude Advisory Group L.L.C.
DECREASED882942-60-6%$391.6K$323.7K-$68.0K2026-10-15
Vilga Financial Planning LLC
INCREASED882852+30+4%$354.1K$323.8K-$30.4K2026-10-09
Summit Place Financial Advisors, LLC
UNCHANGED88288200%$366.6K$323.8K-$42.8K2026-10-23
Avail Investment Partners, LLC
DECREASED881962-81-8%$399.9K$323.5K-$76.4K2026-10-16
Wilkins Investment Counsel Inc
DECREASED8801,135-255-22%$471.7K$323.0K-$148.7K2026-11-03
Whelan Financial
INCREASED873722+151+21%$299.9K$320.3K+$20.4K2026-10-28
Prevail Innovative Wealth Advisors, LLC
DECREASED87110,448-9,577-92%$4.3M$327.5K-$4.0M2026-10-20
Atlas Brown,Inc.
INCREASED871860+11+1%$357.3K$319.6K-$37.7K2026-10-09
Ejmk Ventures LLC
DECREASED868928-60-6%$385.9K$318.5K-$67.4K2026-10-21
Financial & Tax Architects, LLC
UNCHANGED86886800%$360.8K$318.6K-$42.1K2026-10-15
Spectrum Planning & Advisory Services Inc.
DECREASED864904-40-4%$375.7K$317.2K-$58.5K2026-11-05
Beacon Financial Advisory LLC
INCREASED864843+21+2%$350.4K$317.2K-$33.2K2026-10-16
waypoint wealth counsel
INCREASED863774+89+12%$321.7K$316.8K-$4.9K2026-10-22
TBH Global Asset Management, LLC
DECREASED862900-38-4%$373.9K$316.4K-$57.5K2026-11-03
Avion Wealth
DECREASED862866-40%$359.0K$316-$358.7K2026-11-04
Jeter Robert S II
NEW861—+861——$325.3K—2026-10-16
Columbia Bank
INCREASED860600+260+43%$249.4K$315.7K+$66.3K2026-10-29
Buck Wealth Strategies, LLC
DECREASED860974-114-12%$404.6K$315.8K-$88.8K2026-10-28
Cherrydale Wealth Management, LLC
DECREASED858860-20%$357.3K$315.1K-$42.3K2026-10-20
Investment Partners, Ltd.
INCREASED851503+348+69%$209.0K$312.7K+$103.7K2026-10-29
Code Waechter LLC
DECREASED8501,220-370-30%$507.1K$312.0K-$195.1K2026-10-23
Marino, Stram & Associates LLC
INCREASED848655+193+29%$272.2K$311.2K+$39.1K2026-10-22
Ramiah Investment Group
DECREASED847884-37-4%$367.4K$310.9K-$56.5K2026-10-20
Hengehold Capital Management LLC
DECREASED847857-10-1%$356.0K$310.8K-$45.2K2026-10-16
Black Diamond Financial, LLC
DECREASED844875-31-4%$363.9K$309.7K-$54.1K2026-10-26
Motive Wealth Advisors
DECREASED843872-29-3%$362.4K$309.4K-$53.0K2026-10-26
Adkins Seale Capital Management LLC
UNCHANGED84284200%$350.0K$309.1K-$40.9K2026-10-27
Cairn Investment Group, Inc.
UNCHANGED84184100%$350.0K$309-$349.7K2026-11-04
Salomon & Ludwin, LLC
DECREASED838886-48-5%$377.9K$307.6K-$70.3K2026-10-29
Waters Parkerson & Co., LLC
UNCHANGED83683600%$347.5K$306.9K-$40.6K2026-11-04
FNY Investment Advisers, LLC
DECREASED8352,400-1,565-65%$997$306-$6912026-10-16
PMV Capital Advisers, LLC
UNCHANGED83583500%$347.1K$306.5K-$40.5K2026-11-09
Capital Asset Advisory Services LLC
DECREASED8335,552-4,719-85%$2.3M$353.9K-$2.0M2026-10-30
First Command Advisory Services, Inc.
DECREASED8321,262-430-34%$524.5K$305.4K-$219.1K2026-11-05
Smith Shellnut Wilson LLC
UNCHANGED83183100%$345.4K$305.0K-$40.3K2026-10-21
Kelman-Lazarov, Inc.
INCREASED829669+160+24%$278.2K$304.5K+$26.2K2026-11-09
Chicago Capital, LLC
DECREASED829884-55-6%$367.4K$304.3K-$63.1K2026-10-13
Foguth Wealth Management, Llc.
INCREASED827680+147+22%$286.8K$331.9K+$45.1K2026-10-19
Marotta Asset Management
DECREASED825846-21-2%$360.9K$302.8K-$58.0K2026-10-02
Clean Yield Group
UNCHANGED82482400%$342.5K$302.5K-$40.0K2026-10-28
Marin Bay Wealth Advisors, LLC
DECREASED822824-20%$342.6K$302.0K-$40.6K2026-10-28
Investors Asset Management of Georgia Inc
DECREASED820849-29-3%$352.9K$301.0K-$51.9K2026-10-20
Financial Council, LLC
UNCHANGED82082000%$340.8K$301.0K-$39.8K2026-11-02
Townsend & Associates, Inc
DECREASED8193,530-2,711-77%$1.5M$328.9K-$1.2M2026-10-23
Purus Wealth Management, LLC
INCREASED818701+117+17%$291.2K$300.2K+$9.0K2026-10-15
Partners in Financial Planning
NEW817—+817——$299.9K—2026-11-06
Centennial Wealth Advisory LLC
INCREASED816778+38+5%$323.4K$299.9K-$23.4K2026-10-16
MW Advisory, LLC
INCREASED813652+161+25%$271.0K$298.5K+$27.5K2026-10-19
Rothwell Investment Advisors, LLC
NEW812—+812——$298.2K—2026-11-06
ETF Portfolio Partners, Inc.
UNCHANGED81181100%$337.1K$297.7K-$39.4K2026-10-22
MTM Investment Management, LLC
UNCHANGED81081000%$336.7K$297.3K-$39.3K2026-10-30
Destiny Wealth Partners, LLC
INCREASED808660+148+22%$273.5K$323.5K+$50.0K2026-11-05
Wynn Capital, LLC
INCREASED801711+90+13%$295.5K$294.0K-$1.5K2026-10-13
Founders Grove Wealth Partners, LLC
NEW800—+800——$293.7K—2026-10-16
Coyle Financial Counsel LLC
DECREASED799926-127-14%$384.9K$293.3K-$91.6K2026-10-28
Miller Global Investments, LLC
DECREASED798819-21-3%$340.4K$292.9K-$47.5K2026-10-02
West Wealth Group, LLC
INCREASED797739+58+8%$307.3K$292.5K-$14.9K2026-10-14
Integral Investment Advisors, Inc.
INCREASED797784+13+2%$325.7K$292.4K-$33.3K2026-11-03
Maple Capital Management, Inc.
DECREASED795821-26-3%$341.2K$291.9K-$49.3K2026-11-02
Natural Investments, LLC
INCREASED794711+83+12%$295.0K$291.6K-$3.4K2026-11-06
Peoples Bank
DECREASED794799-5-1%$332.1K$291.5K-$40.6K2026-10-26
August Group Capital Ltd
INCREASED792783+9+1%$325.4K$290.7K-$34.7K2026-10-14
Foster Victor Wealth Advisors, LLC
DECREASED791801-10-1%$340.4K$321.8K-$18.6K2026-10-21
Integris Wealth Management, LLC
UNCHANGED79179100%$328.8K$290.4K-$38.4K2026-10-14
Trifecta Capital Advisors, LLC
UNCHANGED79179100%$328.8K$290.4K-$38.4K2026-10-21
Stronghold Wealth Management L.L.C.
DECREASED789844-55-7%$350.8K$289.6K-$61.2K2026-10-16
Ariston Services Group
UNCHANGED78978900%$327.9K$289.6K-$38.3K2026-10-16
Capital Advisors Wealth Management, LLC
DECREASED786891-105-12%$370.4K$288.5K-$81.9K2026-10-09
Berman McAleer LLC
UNCHANGED78378300%$325.3K$287.3K-$38.0K2026-10-16
Canvas Wealth Advisors, LLC
DECREASED782874-92-11%$363.3K$321.4K-$41.9K2026-11-02
Canandaigua National Trust Co of Florida
NEW781—+781——$286.7K—2026-10-07
Nolet Wealth Management, LLC
INCREASED781713+68+10%$296.2K$286.6K-$9.6K2026-10-15
Raleigh Capital Management Inc.
DECREASED780798-18-2%$331.6K$286.5K-$45.1K2026-10-28
Sage Investment Advisers LLC
INCREASED780779+1+0%$323.8K$286.3K-$37.5K2026-10-21
Williams & Novak Wealth Management, LLC
UNCHANGED77677600%$322.5K$284.9K-$37.7K2026-10-09
Balboa Wealth Partners
DECREASED7741,149-375-33%$477.5K$284.0K-$193.6K2026-10-20
Aldebaran Financial Inc.
DECREASED7741,080-306-28%$448.9K$284.1K-$164.8K2026-11-06
Richardson Financial Services Inc.
INCREASED774698+76+11%$290.1K$284.1K-$6.0K2026-10-30
Paradigm, Strategies in Wealth Management, LLC
INCREASED774773+1+0%$321.4K$284.3K-$37.2K2026-10-16
Towercrest Capital Management
UNCHANGED77077000%$320.0K$282.7K-$37.4K2026-10-23
Continuum Wealth Advisors, LLC
DECREASED7631,214-451-37%$504.6K$280.1K-$224.5K2026-10-20
RED Lighthouse Investment Management, LLC
DECREASED761773-12-2%$321.3K$279.3K-$41.9K2026-11-02
Wendell David Associates Inc
DECREASED761767-6-1%$319.0K$279-$318.7K2026-10-27
Investmark Advisory Group LLC
INCREASED760581+179+31%$241.4K$279.2K+$37.8K2026-10-27
Luts & Greenleigh Group, Inc.
DECREASED756782-26-3%$325.0K$277.5K-$47.5K2026-11-05
GSG Advisors LLC
DECREASED755910-155-17%$378.0K$277.2K-$100.8K2026-11-03
RAM Investment Partners, LLC
INCREASED755712+43+6%$295.9K$277.0K-$18.8K2026-10-21
Alliance Wealth Advisors, LLC
DECREASED755762-7-1%$316.5K$277.5K-$39.1K2026-10-28
Alliance Wealth Management Group
UNCHANGED75575500%$313.8K$277.1K-$36.7K2026-10-29
Balance Wealth Partners LLC
DECREASED754783-29-4%$325.4K$276.8K-$48.6K2026-10-27
Frederick Financial Consultants, LLC
INCREASED752735+17+2%$305.3K$276.0K-$29.4K2026-10-29
Master's Wealth Management Inc.
INCREASED751647+104+16%$269.1K$275.6K+$6.6K2026-10-22
Vista Investment Partners LLC
UNCHANGED74874800%$310.9K$274.6K-$36.3K2026-10-08
Avise Financial Cooperative, Inc.
DECREASED7471,109-362-33%$460.9K$274.2K-$186.7K2026-11-09
Inlight Wealth Management, LLC
INCREASED747531+216+41%$220.9K$274.2K+$53.3K2026-10-21
Arbor Investment Advisors, LLC
DECREASED747797-50-6%$331.4K$274.3K-$57.1K2026-10-26
Mainsail Asset Management, LLC
DECREASED747769-22-3%$327.8K$281.1K-$46.6K2026-10-14
JFS Wealth Advisors, LLC
DECREASED745802-57-7%$333.2K$273.5K-$59.7K2026-11-03
Intentional Wealth Strategies, LLC
INCREASED745722+23+3%$300.1K$273.5K-$26.6K2026-11-09
True Wealth Design, LLC
INCREASED742712+30+4%$295.8K$272.2K-$23.5K2026-10-13
Greater Midwest Financial Group, LLC
DECREASED742768-26-3%$319.3K$272.3K-$47.0K2026-10-13
Power Wealth Management LLC
NEW739—+739——$271.3K—2026-10-27
First Business Financial Services, Inc.
DECREASED736771-35-5%$320.5K$270.2K-$50.3K2026-10-29
Crew Capital Management, Ltd
UNCHANGED73173100%$303.8K$268.3K-$35.5K2026-10-28
Carroll Advisory Group, LLC
NEW728—+728——$267.3K—2026-10-16
TFC Financial Management, Inc.
DECREASED728730-20%$303.4K$267.3K-$36.2K2026-10-26
Clarus Group, Inc.
DECREASED727739-12-2%$307.0K$266.8K-$40.2K2026-10-21
Guardian Capital, LLC
DECREASED726984-258-26%$408.8K$266.6K-$142.2K2026-11-06
Mustard Seed Financial, LLC
UNCHANGED72672600%$301.7K$266.5K-$35.2K2026-10-30
FAI Advisors, Inc.
INCREASED724623+101+16%$258.9K$265.8K+$6.8K2026-10-27
Investment Advisory Services Inc
INCREASED724681+43+6%$283.2K$265.9K-$17.3K2026-10-27
Blue Square Asset Management, LLC
UNCHANGED72472400%$300.9K$265.8K-$35.2K2026-11-02
Camden National Bank
UNCHANGED72272200%$300.1K$265.0K-$35.1K2026-11-02
Obsidian CIO, LLC
INCREASED718609+109+18%$253.1K$263.4K+$10.3K2026-11-05
Provident Wealth Management, LLC
DECREASED7171,066-349-33%$443.1K$263.2K-$179.9K2026-10-20
Vaquero Private Wealth, LTD
UNCHANGED71671600%$297.6K$262.8K-$34.8K2026-10-27
Invenio Wealth Partners LLC
DECREASED713723-10-1%$300.5K$261.7K-$38.8K2026-10-20
American National Bank of Texas
DECREASED712758-46-6%$315.0K$261.4K-$53.7K2026-10-07
Highland Investment Advisors LLC
INCREASED712711+1+0%$295.6K$261.3K-$34.4K2026-11-09
Cypress Point Wealth Management, LLC
NEW710—+710——$260.6K—2026-11-03
Greatmark Investment Partners, Inc.
DECREASED710765-55-7%$318.0K$260.6K-$57.3K2026-10-28
Grange Capital, LLC
UNCHANGED71071000%$295.1K$260.7K-$34.5K2026-10-20
Capital Wealth Alliance, LLC
DECREASED709729-20-3%$303.0K$260.3K-$42.7K2026-10-20
Pacific Asset Management, LLC
NEW708—+708——$259.9K—2026-10-15
Global Wealth Management, LLC
INCREASED708705+3+0%$293.0K$259.9K-$33.1K2026-10-15
Cosner Financial Group, LLC
NEW705—+705——$259.0K—2026-11-03
Mission Financial Group, LLC
DECREASED700752-52-7%$312.5K$257.0K-$55.6K2026-10-21
Atlantic Private Wealth, LLC
UNCHANGED70070000%$290.9K$257.0K-$34.0K2026-11-09
Virtus Advisers, LLC
NEW698—+698——$256.2K—2026-11-09
TFO Wealth Partners, LLC
NEW693—+693——$254.4K—2026-11-09
Intergy Private Wealth, LLC
INCREASED693635+58+9%$263.9K$254.4K-$9.5K2026-10-16
jvl associates llc
DECREASED692814-122-15%$338.3K$254.0K-$84.3K2026-10-09
Ariadne Wealth Management, LP
DECREASED692703-11-2%$292.2K$254.0K-$38.2K2026-11-06
Peachtree Investment Partners, LLC
INCREASED691610+81+13%$253.5K$253.6K+$642026-11-05
Eurizon SLJ Capital Ltd
DECREASED690870-180-21%$361.6K$253.3K-$108.3K2026-11-06
Francis Financial, Inc.
INCREASED690609+81+13%$253.1K$253.3K+$1682026-11-09
Kohmann Bosshard Financial Services, LLC
INCREASED690621+69+11%$258.1K$253.3K-$4.8K2026-11-04
Core Wealth Partners LLC
NEW689—+689——$253.0K—2026-11-02
Cooper S Advisors, LLC
DECREASED689725-36-5%$301.3K$253.0K-$48.3K2026-11-03
CWS Financial Advisors, LLC
UNCHANGED68868800%$286.0K$252.6K-$33.4K2026-10-16
TSG Advice Partners, LLC
NEW686—+686——$285.1K—2026-10-29
KFA Private Wealth Group, LLC
DECREASED685717-32-4%$298.1K$251.7K-$46.5K2026-10-07
TradeWell Securities, Llc.
INCREASED685681+4+1%$283.1K$251.6K-$31.5K2026-10-21
RTD Financial Advisors, Inc.
UNCHANGED68568500%$284.7K$251.5K-$33.3K2026-10-09
Cape Investment Advisory, Inc.
INCREASED684557+127+23%$231.7K$251.1K+$19.4K2026-10-13
Annis Gardner Whiting Capital Advisors, LLC
DECREASED683741-58-8%$308.1K$250.8K-$57.3K2026-11-09
Torray Investment Partners LLC
UNCHANGED68368300%$283.9K$250.7K-$33.2K2026-10-30
Saxony Capital Management, LLC
INCREASED681620+61+10%$257.8K$250.0K-$7.9K2026-10-15
AMG Asset Management Group, Inc.
INCREASED681635+46+7%$264.1K$249.8K-$14.3K2026-10-21
Hidden Cove Wealth Management, LLC
DECREASED681699-18-3%$290.5K$250.0K-$40.5K2026-10-19
Verity Asset Management, Inc.
DECREASED681698-17-2%$290.2K$250.1K-$40.1K2026-10-30
Harbour Trust & Investment Management Co
DECREASED679717-38-5%$298.0K$249.2K-$48.8K2026-10-28
Stephenson & Company, Inc.
UNCHANGED67967900%$282.2K$249.2K-$33.0K2026-10-30
Onyx Bridge Wealth Group LLC
INCREASED678650+28+4%$270.0K$248.8K-$21.2K2026-10-16
rebel Financial LLC
NEW676—+676——$248.0K—2026-11-04
Yankcom Partnership
DECREASED676687-11-2%$285.5K$248.1K-$37.4K2026-10-15
Wealth Advisory Solutions, LLC
DECREASED675973-298-31%$404.4K$247.8K-$156.6K2026-10-20
New Hampshire Trust
DECREASED674680-6-1%$282.6K$247.4K-$35.2K2026-10-20
Sage Mountain Advisors LLC
NEW673—+673——$247.0K—2026-11-02
PCG Asset Management, LLC
DECREASED6731,016-343-34%$422.3K$247.0K-$175.2K2026-11-05
Worth Financial Advisory Group, LLC
UNCHANGED67267200%$279.1K$246.6K-$32.5K2026-10-19
Franklin Street Advisors Inc
DECREASED6711,651-980-59%$686.2K$246.3K-$439.9K2026-10-13
Invested Advisors
DECREASED671690-19-3%$286.8K$246.3K-$40.5K2026-10-23
Ellis Investment Partners, LLC
INCREASED671652+19+3%$271.2K$246.4K-$24.8K2026-10-21
Aufman Associates Inc
INCREASED670652+18+3%$271.0K$245.9K-$25.0K2026-11-04
Etesian Wealth Advisors, Inc.
INCREASED670654+16+2%$271.8K$245.9K-$25.9K2026-10-27
Guardian Wealth Advisors, LLC
DECREASED669759-90-12%$315.5K$274.6K-$40.9K2026-10-30
Stevens Capital Partners
INCREASED665566+99+17%$235.2K$244.1K+$8.9K2026-10-29
Sonata Capital Group Inc
UNCHANGED66566500%$276.4K$244.1K-$32.3K2026-10-19
Rahlfs Capital, LLC
NEW664—+664——$243.7K—2026-10-23
Eagle Wealth Advisors LLC
INCREASED663646+17+3%$268.5K$243.4K-$25.1K2026-10-20
Moody Lynn Lieberson & Walker, LLC
UNCHANGED66266200%$275.1K$243.0K-$32.1K2026-10-14
HMV Wealth Advisors, LLC
UNCHANGED66266200%$275.1K$243.0K-$32.1K2026-10-27
Disciplined Equity Management, Inc.
UNCHANGED66066000%$274.3K$242.3K-$32.0K2026-10-14
180 Wealth Advisors, LLC
INCREASED656655+1+0%$272.2K$240.8K-$31.4K2026-11-03
Meridian Wealth Partners, LLC
DECREASED654771-117-15%$320.3K$240.1K-$80.2K2026-11-09
Landaas & Co
INCREASED654653+1+0%$271.6K$239.9K-$31.7K2026-10-29
Princeton Capital Management LLC
UNCHANGED65465400%$271.8K$240.0K-$31.7K2026-10-27
Birch Hill Investment Advisors LLC
UNCHANGED65465400%$271.8K$240.1K-$31.8K2026-10-16
Purkiss Capital Advisors LLC
UNCHANGED65365300%$271.4K$239.7K-$31.7K2026-11-06
McKinley Carter Wealth Services, Inc.
DECREASED651754-103-14%$313.3K$238.8K-$74.5K2026-10-16
Cogent Private Wealth, Inc.
INCREASED650560+90+16%$232.8K$238.6K+$5.8K2026-11-06
William John Sempolinski
UNCHANGED65065000%$270.2K$238.6K-$31.6K2026-10-20
Tufton Capital Management
UNCHANGED65065000%$270.0K$238-$269.8K2026-10-20
Villere ST Denis J & Co LLC
UNCHANGED65065000%$270.2K$238.6K-$31.6K2026-11-04
Crusonia Wealth Advisors LLC
NEW649—+649——$238.3K—2026-10-26
Barings LLC
INCREASED649505+144+29%$209.9K$238.2K+$28.3K2026-10-22
Wealth Dimensions Group, Ltd.
DECREASED648653-5-1%$271.3K$237.8K-$33.5K2026-11-02
Aletheian Wealth Advisors LLC
DECREASED646686-40-6%$285.2K$237.2K-$48.0K2026-10-08
Optivise Advisory Services LLC
INCREASED645529+116+22%$220.0K$236.7K+$16.7K2026-10-19
Union Savings Bank
UNCHANGED64564500%$268.1K$236.8K-$31.3K2026-10-14
Barrett & Company, Inc.
INCREASED642640+2+0%$266.2K$235.8K-$30.4K2026-10-22
Paragon Capital Management Ltd
DECREASED642643-10%$267.3K$235.6K-$31.6K2026-10-09
Argos Wealth Advisors, LLC
UNCHANGED64264200%$266.8K$235.7K-$31.2K2026-11-02
Allied Investment Advisors, LLC
INCREASED641612+29+5%$254.6K$235.2K-$19.4K2026-10-13
Philadelphia Trust Co
UNCHANGED64064000%$266.0K$235-$265.8K2026-11-05
Martel Wealth Advisors LLC
UNCHANGED63963900%$265.6K$234.6K-$31.0K2026-10-14
Hopwood Financial Services, Inc.
UNCHANGED63963900%$265.6K$234.6K-$31.0K2026-10-29
LightSquare Wealth Management, LLC
INCREASED638549+89+16%$228.3K$234.4K+$6.0K2026-11-03
Watershed Private Wealth LLC
INCREASED638578+60+10%$240.2K$234.2K-$6.0K2026-10-30
Plante Moran Financial Advisors, LLC
INCREASED638623+15+2%$258.8K$234.1K-$24.7K2026-11-04
1900 Wealth Management LLC
INCREASED635581+54+9%$241.6K$233.2K-$8.4K2026-10-13
Albert D Mason Inc
DECREASED634641-7-1%$266.4K$232.7K-$33.7K2026-10-27
GatePass Capital, LLC
NEW632—+632——$231.8K—2026-11-09
Laurel Wealth Planning LLC
UNCHANGED62762700%$260.6K$230.2K-$30.4K2026-11-02
Piedmont Capital Management, LLC
DECREASED626645-19-3%$268.1K$229.8K-$38.3K2026-10-21
Acumen Wealth Advisors, LLC
DECREASED625882-257-29%$366.6K$229.4K-$137.2K2026-11-05
Copper Harbor Investment Advisors, LLC
DECREASED625865-240-28%$359.4K$229.3K-$130.1K2026-10-16
Fiduciary Financial Group, LLC
DECREASED625735-110-15%$305.5K$229.4K-$76.1K2026-10-13
Hoge Financial Services, LLC
INCREASED624601+23+4%$249.9K$228.9K-$21.0K2026-11-05
Tanager Wealth Management LLP
NEW623—+623——$228.7K—2026-10-19
Bluedoor Private Wealth, LLC
INCREASED623523+100+19%$217.4K$228.7K+$11.3K2026-11-05
Clark Asset Management, LLC
DECREASED622706-84-12%$293.6K$228.1K-$65.5K2026-10-19
Braun-Bostich & Associates Inc.
DECREASED621650-29-4%$270.2K$228.0K-$42.2K2026-10-20
Advisortrust Partners, LLC
INCREASED621619+2+0%$257.3K$227.8K-$29.5K2026-11-02
Greenwood Gearhart LLC
DECREASED619726-107-15%$301.7K$227.2K-$74.5K2026-11-02
TruNorth Capital Management, LLC
NEW618—+618——$226.9K—2026-10-14
Client 1ST Advisory Group, LLC
INCREASED618581+37+6%$241.5K$226.9K-$14.5K2026-10-19
Northcape Wealth Management, LLC
DECREASED617654-37-6%$271.9K$226.6K-$45.3K2026-11-04
Emergent Wealth Advisors, LLC
DECREASED617622-5-1%$253.8K$226.5K-$27.3K2026-10-09
bLong Financial, LLC
UNCHANGED61761700%$256.4K$226.5K-$30.0K2026-10-29
Montis Financial, LLC
INCREASED615504+111+22%$209.6K$225.8K+$16.1K2026-11-04
GEN Financial Management, Inc.
INCREASED614611+3+0%$254.0K$225.4K-$28.6K2026-10-13
Financial Solutions Advisory Group, Inc.
DECREASED6131,230-617-50%$531.1K$246.1K-$285.0K2026-10-28
SJS Investment Consulting Inc.
INCREASED611524+87+17%$217.7K$224.2K+$6.5K2026-10-26
Voisard Asset Management Group, Inc.
INCREASED611561+50+9%$233.2K$224.3K-$8.9K2026-10-13
Able Financial Group, LLC
NEW607—+607——$222.8K—2026-10-14
Adirondack Trust Co
DECREASED606629-23-4%$261.4K$222.4K-$39.0K2026-10-14
Torrey Growth & Income Advisors
DECREASED6041,004-400-40%$418.7K$221.7K-$197.0K2026-11-04
Migdal Insurance & Financial Holdings Ltd.
INCREASED604591+13+2%$245.6K$221.7K-$23.9K2026-11-09
Brown Wealth Management, LLC
INCREASED602571+31+5%$237.3K$221.0K-$16.3K2026-10-20
Fonville Wealth Management LLC
NEW601—+601——$220.6K—2026-10-28
Hanson & Doremus Investment Management
UNCHANGED60160100%$250.0K$221-$249.8K2026-10-16
Exchange Bank
INCREASED599482+117+24%$200.3K$219.9K+$19.5K2026-10-07
CJM Wealth Advisers, Ltd.
DECREASED599635-36-6%$263.7K$219.7K-$44.0K2026-10-27
Wiser Wealth Management, Inc
DECREASED598718-120-17%$298.4K$219.5K-$78.9K2026-10-14
TriaGen Wealth Management LLC
UNCHANGED59859800%$248.5K$219.5K-$29.0K2026-10-14
Toews Corp
UNCHANGED59859800%$248.5K$219.5K-$29.0K2026-11-09
Washington Trust Advisors, Inc.
DECREASED597924-327-35%$383.9K$219.0K-$164.9K2026-10-22
Advisory Resource Group
INCREASED597504+93+18%$209.5K$219.1K+$9.7K2026-10-26
IVC Wealth Advisors LLC
DECREASED596604-8-1%$250.8K$218.8K-$32.1K2026-10-23
Carl P. Sherr & Co., LLC
DECREASED595645-50-8%$268.1K$218.4K-$49.7K2026-11-06
Bellecapital International Ltd.
NEW594—+594——$218.0K—2026-10-21
SkyOak Wealth, LLC
INCREASED594592+2+0%$246.1K$218.0K-$28.0K2026-10-28
1620 Investment Advisors, Inc.
UNCHANGED59359300%$246.5K$217.7K-$28.8K2026-11-04
NTV Asset Management LLC
NEW590—+590——$216.6K—2026-10-23
Pension & Wealth Management Advisors, Inc.
INCREASED59062+528+852%$25.8K$216.8K+$190.9K2026-10-16
JGP Wealth Management, LLC
DECREASED590595-5-1%$247.3K$216.6K-$30.7K2026-10-13
WBH Advisory Inc
INCREASED589579+10+2%$240.7K$216.2K-$24.4K2026-11-05
TrueWealth Advisors, LLC
UNCHANGED58858800%$244.4K$215.9K-$28.4K2026-10-09
Legacy Financial Group, Inc.
INCREASED586526+60+11%$218.6K$215.1K-$3.5K2026-10-21
Texas Bank & Trust Co
DECREASED586611-25-4%$254.0K$215.1K-$38.8K2026-11-04
Southern Financial Group, LLC
DECREASED585720-135-19%$299.6K$214.8K-$84.8K2026-10-30
Probity Advisors, Inc.
DECREASED585593-8-1%$246.5K$214.7K-$31.7K2026-10-23
Rasp Wealth Solutions, LLC
NEW584—+584——$214.4K—2026-11-06
WealthBridge Capital Management, LLC
INCREASED582566+16+3%$235.2K$213.7K-$21.5K2026-10-16
JBGlobal.com LLC
UNCHANGED58258200%$241.9K$213.6K-$28.3K2026-10-13
St. Louis Trust Co
NEW580—+580——$212.9K—2026-11-03
Briaud Financial Planning Inc
NEW578—+578——$212.1K—2026-10-20
LifeGoal Investments, LLC
NEW577—+577——$211.8K—2026-10-09
Elevated Capital Advisors, LLC
DECREASED5771,594-1,017-64%$662.6K$211.9K-$450.7K2026-11-04
Stonehaven Wealth & TAX Solutions, LLC
DECREASED577610-33-5%$253.5K$211.8K-$41.7K2026-10-22
Intelligence Driven Advisers, LLC
DECREASED576637-61-10%$264.8K$211.6K-$53.3K2026-10-09
Capstone Wealth Management, LLC
DECREASED575844-269-32%$350.8K$211.1K-$139.7K2026-11-02
Cornerstone Planning Group LLC
DECREASED575663-88-13%$285.8K$218.0K-$67.8K2026-10-16
Vicus Capital
INCREASED572569+3+1%$236.5K$209.8K-$26.7K2026-11-05
Occidental Asset Management, LLC
INCREASED571532+39+7%$221.0K$209.5K-$11.5K2026-11-05
Ridgecrest Wealth Partners, LLC
INCREASED569557+12+2%$231.5K$208.9K-$22.6K2026-10-19
Latitude Advisors, LLC
DECREASED568585-17-3%$243.2K$208.4K-$34.8K2026-10-27
Flywheel Private Wealth LLC
UNCHANGED56756700%$235.7K$208.1K-$27.5K2026-11-02
First United Bank & Trust
DECREASED566593-27-5%$246.5K$207.8K-$38.7K2026-10-22
Challenger Wealth Management
DECREASED565566-10%$235.3K$207.5K-$27.9K2026-10-30
Orgel Wealth Management, LLC
UNCHANGED56556500%$234.8K$207.4K-$27.4K2026-10-14
DLK Investment Management, LLC
DECREASED56311,274-10,711-95%$5.7M$206.7K-$5.5M2026-10-09
Reap Financial Group, LLC
INCREASED563519+44+8%$215.7K$206.7K-$9.1K2026-11-02
Atlas Private Wealth Advisors
UNCHANGED56356300%$234.0K$206.7K-$27.3K2026-10-23
Centerpoint Advisory Group
INCREASED562547+15+3%$227.4K$206.3K-$21.1K2026-10-23
Valley Brook Capital Group, Inc.
UNCHANGED56256200%$233.6K$206.3K-$27.3K2026-10-26
Wedgewood Investors Inc
UNCHANGED56156100%$233.2K$205.9K-$27.2K2026-10-28
CGN Advisors LLC
DECREASED560809-249-31%$336.4K$205.4K-$131.0K2026-10-21
Dynamic Financial Group
UNCHANGED56056000%$232.8K$205.6K-$27.2K2026-10-28
Seven Mile Advisory
DECREASED559754-195-26%$313.4K$205.2K-$108.2K2026-10-22
Legacy Capital Wealth Partners, LLC
DECREASED558573-15-3%$238.2K$204.9K-$33.4K2026-10-21
Park Place Capital Corp
INCREASED558544+14+3%$226.1K$204.8K-$21.3K2026-11-09
25 LLC
DECREASED557564-7-1%$234.4K$204.5K-$30.0K2026-10-13
North Capital, Inc.
NEW556—+556——$210.0K—2026-10-16
WMG Financial Advisors, LLC
UNCHANGED55655600%$231.1K$231.1K$02026-10-28
SeaBridge Investment Advisors LLC
NEW555—+555——$203.7K—2026-11-02
Walker Asset Management, LLC
INCREASED554551+3+1%$229.1K$203.5K-$25.6K2026-10-13
First Financial Bank - Trust Division
DECREASED554556-20%$231.1K$203.4K-$27.7K2026-10-01
M. Kraus & Co
DECREASED553578-25-4%$240.2K$203.0K-$37.2K2026-10-20
Financial Insights, Inc.
DECREASED552603-51-8%$250.6K$202.6K-$48.0K2026-10-27
Kuhn & Co Investment Counsel
DECREASED550596-46-8%$247.7K$201.9K-$45.8K2026-10-29
Seros Financial, LLC
DECREASED550569-19-3%$236.6K$201.9K-$34.7K2026-10-21
Founders Capital Management
UNCHANGED55055000%$228.6K$201.9K-$26.7K2026-10-13
Vista Capital Partners, Inc.
DECREASED5491,003-454-45%$416.9K$201.5K-$215.4K2026-11-06
Essential Partners LLC
DECREASED548718-170-24%$298.4K$201.2K-$97.3K2026-10-14
Ballew Advisors, Inc
DECREASED545551-6-1%$234.2K$202.9K-$31.4K2026-10-05
Davidson Trust Co
UNCHANGED54554500%$226.5K$200.1K-$26.5K2026-10-09
Towne Trust Company, N.a
INCREASED543510+33+6%$212.0K$199.3K-$12.6K2026-10-28
Price Financial Group Wealth Management, Inc
INCREASED541517+24+5%$220.4K$204.4K-$16.0K2026-11-02
Meridian Financial Partners LLC
UNCHANGED53453400%$223.5K$217.2K-$6.3K2026-10-23
Centennial Bank
UNCHANGED51451400%$213.6K$188.7K-$25.0K2026-11-09
First Community Trust NA
INCREASED513408+105+26%$169.6K$188.3K+$18.7K2026-10-07
Cherry Tree Wealth Management, LLC
UNCHANGED51251200%$212.6K$187.8K-$24.8K2026-10-15
Newton One Investments LLC
DECREASED496630-134-21%$261.8K$182.1K-$79.7K2026-10-14
Cambridge Financial Group, LLC
UNCHANGED49649600%$206.0K$206.0K$02026-10-06
Fortitude Family Office, LLC
INCREASED495411+84+20%$170.9K$181.6K+$10.7K2026-10-14
Global Trust Asset Management, LLC
DECREASED492536-44-8%$222.8K$180.6K-$42.2K2026-10-19
Atlantic Edge Private Wealth Management, LLC
INCREASED486439+47+11%$182.7K$178.5K-$4.2K2026-10-20
Kingdom Financial Group Llc.
INCREASED486454+32+7%$188.5K$178.6K-$10.0K2026-11-04
Reyes Financial Architecture, Inc.
INCREASED48459+425+720%$24.6K$177.8K+$153.2K2026-10-22
Axiom Investment Management LLC
DECREASED476600-124-21%$249.4K$174.7K-$74.7K2026-11-03
City State Bank
INCREASED471446+25+6%$185.4K$172.9K-$12.5K2026-10-20
Princeton Global Asset Management LLC
UNCHANGED45345300%$188.1K$166.1K-$22.0K2026-10-21
Spirit of America Management Corp
UNCHANGED45045000%$187.0K$165.2K-$21.8K2026-10-14
Ares Financial Consulting, LLC
INCREASED448419+29+7%$174.0K$164.4K-$9.6K2026-10-19
Covestor Ltd
DECREASED446933-487-52%$388.0K$164-$387.8K2026-10-30
Tidemark, LLC
INCREASED446374+72+19%$155.4K$163.8K+$8.4K2026-11-09
Pacific Center for Financial Services
INCREASED445344+101+29%$143.0K$163.2K+$20.2K2026-10-15
Hoese & Co LLP
UNCHANGED44544500%$185.0K$163.3K-$21.6K2026-10-21
Financial Freedom, LLC
NEW444—+444——$162.9K—2026-11-06
Pioneer Family Office, LLC
UNCHANGED44044000%$182.9K$161.5K-$21.4K2026-10-30
WPG Advisers, LLC
INCREASED435412+23+6%$171.2K$159.7K-$11.6K2026-10-27
Monetary Solutions, Ltd
INCREASED415399+16+4%$165.8K$152.3K-$13.5K2026-10-22
Tsfg, LLC
DECREASED410759-349-46%$315.0K$150-$314.9K2026-10-23
Meramec Financial Planners, LLC
INCREASED406322+84+26%$134.5K$160.0K+$25.5K2026-11-09
Indiana Trust & Investment Management Co
DECREASED398441-43-10%$183.3K$146.1K-$37.2K2026-10-22
Mascoma Wealth Management LLC
DECREASED397398-10%$165.4K$145.7K-$19.7K2026-10-23
Highline Wealth Partners LLC
INCREASED396291+105+36%$120.8K$145.5K+$24.8K2026-10-19
Vestor Capital, LLC
DECREASED39132,600-32,209-99%$3.4K$159-$3.2K2026-11-04
Private Wealth Management Group, LLC
INCREASED382333+49+15%$138.4K$140.2K+$1.8K2026-10-19
Hilton Head Capital Partners, LLC
DECREASED375517-142-27%$214.8K$137.7K-$77.2K2026-10-23
IMG Wealth Management, Inc.
DECREASED373431-58-13%$179.1K$136.9K-$42.2K2026-10-27
Kennebec Savings Bank
UNCHANGED37037000%$153.8K$135.8K-$18.0K2026-10-22
Bell Investment Advisors, Inc
INCREASED368351+17+5%$145.9K$135.1K-$10.8K2026-10-29
Arlington Trust Co LLC
DECREASED367428-61-14%$177.9K$134.7K-$43.2K2026-10-20
Elevation Wealth Partners, LLC
DECREASED364368-4-1%$153.0K$133.6K-$19.3K2026-10-07
Security National Bank
INCREASED363283+80+28%$117.6K$133.3K+$15.6K2026-10-26
Hager Investment Management Services, LLC
DECREASED362368-6-2%$153.0K$132.9K-$20.1K2026-11-04
Laurel Wealth Advisors LLC
NEW355—+355——$130.3K—2026-10-27
Moisand Fitzgerald Tamayo, LLC
INCREASED352331+21+6%$137.6K$129.2K-$8.4K2026-10-15
Team Financial Group, LLC
NEW351—+351——$128.9K—2026-10-30
Hara Capital LLC
DECREASED341344-3-1%$143.0K$125.2K-$17.8K2026-10-30
Western Pacific Wealth Management, LP
DECREASED340347-7-2%$144.2K$124.8K-$19.4K2026-10-16
Alpine Bank Wealth Management
UNCHANGED34034000%$141.3K$124.8K-$16.5K2026-10-16
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED32532500%$135.1K$119.3K-$15.8K2026-10-07
StrongBox Wealth, LLC
INCREASED319317+2+1%$131.8K$117.1K-$14.7K2026-11-02
GK Wealth Management LLC
NEW314—+314——$115.2K—2026-10-09
Wolff Wiese Magana LLC
UNCHANGED31031000%$128.8K$113.8K-$15.1K2026-10-15
Maj Invest Holding A/S
UNCHANGED30730700%$128$113-$152026-10-27
Abound Wealth Management
INCREASED304271+33+12%$112.6K$111.4K-$1.2K2026-10-26
MB, Levis & Associates, LLC
DECREASED289302-13-4%$125.6K$106.1K-$19.5K2026-10-16
James T. Borello RIA
INCREASED284274+10+4%$113.9K$104.3K-$9.6K2026-10-16
Downshift Financial, LLC
INCREASED283234+49+21%$97.2K$103.8K+$6.6K2026-10-13
Addison Advisors LLC
INCREASED283267+16+6%$111.0K$103.9K-$7.1K2026-11-06
Aspect Partners, LLC
UNCHANGED28328300%$117.6K$103.9K-$13.7K2026-10-20
Joseph Group Capital Management
DECREASED280303-23-8%$125.9K$102.8K-$23.2K2026-11-04
Community Financial Services Group, LLC
INCREASED278219+59+27%$93.4K$101.5K+$8.1K2026-10-15
GS Investments, Inc.
UNCHANGED27827800%$115.5K$102.0K-$13.5K2026-11-05
Blume Capital Management, Inc.
UNCHANGED27527500%$114.3K$100.9K-$13.4K2026-10-26
GoalVest Advisory LLC
INCREASED271256+15+6%$106.4K$99.5K-$6.9K2026-10-02
Trust Co
UNCHANGED27127100%$112.6K$99.5K-$13.2K2026-10-09
Dogwood Wealth Management LLC
INCREASED270235+35+15%$97.7K$99.1K+$1.4K2026-11-09
Smallwood Wealth Investment Management, LLC
INCREASED270254+16+6%$105.6K$99.1K-$6.5K2026-10-30
Legacies Wealth LLC
INCREASED26476+188+247%$31.6K$96.9K+$65.3K2026-11-02
Kozak & Associates, Inc.
DECREASED256267-11-4%$114.0K$104.2K-$9.9K2026-10-29
Lummis Asset Management, LP
UNCHANGED25625600%$106.4K$94.0K-$12.4K2026-11-09
Wilkerson Advisory Group LLC
DECREASED255590-335-57%$245.2K$93.6K-$151.6K2026-10-20
NorthAvenue LLC
UNCHANGED25025000%$103.9K$91.8K-$12.1K2026-10-29
NBH Bank
INCREASED249248+1+0%$103.1K$91.4K-$11.7K2026-11-05
Tradewinds Capital Management, LLC
UNCHANGED24724700%$102.7K$90.7K-$12.0K2026-10-23
Strengthening Families & Communities, LLC
DECREASED246372-126-34%$154.6K$90.5K-$64.1K2026-10-21
Bank of New Hampshire
UNCHANGED24024000%$99.8K$88.1K-$11.7K2026-10-06
Blue Bell Private Wealth Management, LLC
INCREASED235214+21+10%$88.9K$86.3K-$2.7K2026-10-29
TrustBank
DECREASED231235-4-2%$97.7K$84.8K-$12.9K2026-10-20
Antipodes Partners Ltd
INCREASED230228+2+1%$94.8K$84.4K-$10.3K2026-11-05
Canton Hathaway, LLC
UNCHANGED23023000%$95.6K$84.4K-$11.2K2026-10-23
Ascentis Wealth Management, LLC
INCREASED22359+164+278%$24.5K$81.9K+$57.3K2026-11-03
Creative Capital Management Investments LLC
INCREASED223212+11+5%$88.1K$81.9K-$6.3K2026-10-28
Asset Planning,Inc
DECREASED221246-25-10%$102.2K$81.3K-$20.9K2026-10-26
Curat Global, LLC
INCREASED220168+52+31%$54.1K$80.8K+$26.6K2026-10-26
Sankala Group LLC
INCREASED213209+4+2%$82.7K$78.4K-$4.3K2026-11-09
Glass Jacobson Investment Advisors llc
UNCHANGED21121100%$87.9K$77.3K-$10.6K2026-10-26
Motco
INCREASED210185+25+14%$76.9K$77.1K+$1952026-11-09
Redwood Park Advisors LLC
INCREASED20791+116+127%$37.9K$75.9K+$37.9K2026-11-02
Costello Asset Management, Inc
INCREASED200163+37+23%$67.7K$73.4K+$5.7K2026-10-30
Acima Private Wealth, LLC
UNCHANGED20020000%$83.1K$73.4K-$9.7K2026-10-05
Markowski Investments
DECREASED198221-23-10%$92.0K$72.7K-$19.4K2026-10-30
Clayton Financial Group LLC
NEW191—+191——$70.1K—2026-10-13
Burkett Financial Services, LLC
NEW182—+182——$66.8K—2026-10-01
Hughes Financial Services, LLC
INCREASED181180+1+1%$74.8K$74.4K-$4382026-10-30
Atwood & Palmer Inc
UNCHANGED18118100%$75.2K$66.4K-$8.8K2026-10-08
Dynamic Wealth Strategies, LLC
INCREASED173142+31+22%$59.0K$63.5K+$4.5K2026-10-16
High Point Wealth Management, LLC
INCREASED168153+15+10%$63.7K$61.7K-$1.9K2026-11-05
Barnes Dennig Private Wealth Management LLC
INCREASED167165+2+1%$68.6K$61.3K-$7.3K2026-10-30
Noble Wealth Management PBC
UNCHANGED16516500%$68.6K$60.6K-$8.0K2026-10-01
Matrix Trust Co
INCREASED164146+18+12%$61$60-$12026-10-07
Hazlett, Burt & Watson, Inc.
UNCHANGED16316300%$67$60-$72026-11-04
Darwin Wealth Management, LLC
INCREASED162127+35+28%$53.0K$59.6K+$6.7K2026-11-09
Polaris Financial Partners
NEW161—+161——$60—2026-10-02
Quest 10 Wealth Builders, Inc.
INCREASED160135+25+19%$56.0K$58.8K+$2.8K2026-11-02
Valued Wealth Advisors LLC
DECREASED160165-5-3%$68.6K$58.7K-$9.8K2026-11-05
Southern Michigan Bank & Trust
INCREASED160158+2+1%$65.7K$58.7K-$6.9K2026-10-19
Quaker Wealth Management, LLC
DECREASED156425-269-63%$176.8K$57.3K-$119.5K2026-10-22
Bullock Wealth Management Group
DECREASED154158-4-3%$67.4K$56.2K-$11.2K2026-10-09
Y.D. More Investments Ltd
DECREASED153258-105-41%$107.2K$56.2K-$51.1K2026-11-02
Coston, McIsaac & Partners
UNCHANGED14914900%$62.0K$54.8K-$7.2K2026-11-06
Hickory Point Bank & Trust
UNCHANGED14914900%$61.9K$54.7K-$7.2K2026-10-01
Key Capital Management, Inc
INCREASED146142+4+3%$59.0K$53.6K-$5.4K2026-11-03
Rachor Investment Advisory Services, LLC
INCREASED146145+1+1%$60.2K$53.5K-$6.7K2026-10-29
Retirement Wealth Solutions LLC
INCREASED144123+21+17%$51.2K$53.0K+$1.7K2026-10-07
One River Asset Management, LLC
NEW142—+142——$52.1K—2026-10-21
Bangor Savings Bank
UNCHANGED13813800%$57.4K$50.7K-$6.7K2026-10-06
Fairway Wealth LLC
INCREASED13726+111+427%$10.8K$50.3K+$39.5K2026-10-30
Nemes Rush Group LLC
DECREASED130140-10-7%$58.3K$47.8K-$10.4K2026-11-04
Torren Management, LLC
NEW125—+125——$45.9K—2026-10-29
Entrust Financial LLC
DECREASED125171-46-27%$71.1K$45.9K-$25.2K2026-11-04
Holos Integrated Wealth LLC
INCREASED12585+40+47%$36.4K$50.9K+$14.5K2026-10-23
DiNuzzo Private Wealth, Inc.
DECREASED125129-4-3%$53.6K$45.9K-$7.7K2026-10-16
Pilgrim Partners Asia Pte Ltd
NEW123—+123——$45.2K—2026-10-29
IAG Wealth Partners, LLC
UNCHANGED12212200%$50.7K$44.8K-$5.9K2026-11-06
WestEnd Advisors, LLC
DECREASED116156-40-26%$64.9K$42.6K-$22.3K2026-10-27
Sfam, LLC
UNCHANGED11611600%$48.2K$42.6K-$5.6K2026-11-03
Bay Harbor Wealth Management, LLC
INCREASED11398+15+15%$40.7K$41.5K+$7482026-11-03
Cedar Mountain Advisors, LLC
INCREASED108106+2+2%$44.1K$39.7K-$4.4K2026-10-15
Roble, Belko & Company, Inc
INCREASED105100+5+5%$42$39-$32026-11-09
SBK Financial, Inc.
UNCHANGED10410400%$43.2K$38.2K-$5.0K2026-11-02
Align Financial, LLC
INCREASED10396+7+7%$39.9K$37.8K-$2.1K2026-10-16
Comprehensive Financial Planning, Inc.
UNCHANGED10310300%$42.7K$37.8K-$4.9K2026-10-27
Marquette Asset Management, LLC
UNCHANGED10310300%$42.8K$37.8K-$5.0K2026-10-09
Horizons Wealth Management
NEW100—+100——$36.7K—2026-10-05
Your Advocates Ltd., LLP
DECREASED100150-50-33%$62.3K$36.7K-$25.6K2026-11-03
Berbice Capital Management LLC
DECREASED100106-6-6%$44.1K$36.7K-$7.3K2026-10-13
IFS Advisors, LLC
INCREASED9769+28+41%$29.0K$35.9K+$7.0K2026-10-14
Signature Resources Capital Management, LLC
INCREASED9790+7+8%$37.4K$35.6K-$1.8K2026-10-16
Lynch Investment Planning, LLC
NEW95—+95——$34.9K—2026-10-27
Maseco LLP
INCREASED9566+29+44%$27.4K$34.9K+$7.5K2026-10-27
KFG LLC
NEW94—+94——$34.5K—2026-11-02
Gleason Group, Inc.
INCREASED9493+1+1%$38.7K$34.4K-$4.3K2026-10-15
Kentucky Trust Co
UNCHANGED929200%$38.2K$33.8K-$4.5K2026-10-15
Hurley Capital, LLC
UNCHANGED858500%$35.2K$31.2K-$4.0K2026-11-05
UMB Private Wealth Management, LLC
NEW81—+81——$29.7K—2026-10-19
Compass Wealth Management LLC
NEW80—+80——$29.4K—2026-10-22
Beacon Financial Strategies Corp
UNCHANGED808000%$33.3K$29.4K-$3.9K2026-10-14
Vision Financial Markets LLC
DECREASED75100-25-25%$41.6K$27.5K-$14.0K2026-10-22
Cranbrook Wealth Management, LLC
UNCHANGED747400%$30.8K$27.2K-$3.6K2026-10-28
Albion Financial Group
DECREASED7383-10-12%$34.5K$26.9K-$7.6K2026-10-21
Nvwm, LLC
INCREASED7037+33+89%$15.4K$25.7K+$10.3K2026-10-14
Burk Holdings LLC
INCREASED7037+33+89%$15.4K$25.7K+$10.3K2026-11-05
Dhjj Financial Advisors, Ltd.
UNCHANGED707000%$29.2K$25.8K-$3.4K2026-10-23
Hyposwiss Advisors SA
UNCHANGED686800%$28.3K$25.0K-$3.3K2026-10-26
Daytona Street Capital LLC
UNCHANGED686800%$28.8K$25.3K-$3.6K2026-10-15
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
UNCHANGED686800%$28.3K$25.0K-$3.3K2026-10-21
Clark Wealth Partners
INCREASED6759+8+14%$24.5K$24.6K+$722026-10-19
Syntax Research, Inc.
UNCHANGED676700%$27.8K$24.6K-$3.3K2026-11-04
Fairman Group, LLC
UNCHANGED666600%$27.4K$24.3K-$3.0K2026-10-26
Wormser Freres Gestion
UNCHANGED656500%$27.0K$23.9K-$3.2K2026-10-21
Financial Network Wealth Advisors LLC
INCREASED6237+25+68%$15.4K$22.8K+$7.4K2026-10-28
Sima Wealth Partners, LLC
UNCHANGED606000%$24.9K$22.0K-$2.9K2026-10-19
William Mack & Associates, Inc.
NEW59—+59——$21.7K—2026-10-27
Meriwether Wealth & Planning, LLC
NEW58—+58——$21.3K—2026-10-13
Decker Retirement Planning Inc.
INCREASED5738+19+50%$15.9K$20.9K+$5.1K2026-10-19
Marshall & Sterling Wealth Advisors Inc.
INCREASED5651+5+10%$21.3K$20.6K-$6392026-10-28
Planning Strategies Inc.
INCREASED5653+3+6%$22.0K$20.6K-$1.5K2026-10-02
United Financial Planning Group LLC
UNCHANGED545400%$22.4K$19.8K-$2.6K2026-11-04
Kimelman & Baird, LLC
UNCHANGED545400%$22.4K$19.8K-$2.6K2026-11-03
POM Investment Strategies, LLC
DECREASED5257-5-9%$23.7K$19.1K-$4.6K2026-10-20
Pflug Koory, LLC
UNCHANGED525200%$21.6K$19.1K-$2.5K2026-10-26
Mechanics Financial Corp
UNCHANGED525200%$21.6K$19.1K-$2.5K2026-11-05
MidAtlantic Capital Management, Inc.
NEW49—+49——$18.0K—2026-11-05
Morton Brown Family Wealth, LLC
INCREASED4746+1+2%$19.1K$17.3K-$1.9K2026-10-23
Bank & Trust Co
UNCHANGED474700%$19.5K$17.3K-$2.3K2026-10-07
American Capital Advisory, LLC
DECREASED46143-97-68%$59.4K$16.9K-$42.6K2026-10-28
10Elms LLP
NEW45—+45——$16.5K—2026-11-06
Gilpin Wealth Management, LLC
INCREASED4112+29+242%$5.0K$15.1K+$10.1K2026-10-09
DecisionPoint Financial, LLC
DECREASED4042-2-5%$17.9K$14.6K-$3.3K2026-10-27
RHL Group, LLC
DECREASED3940-1-2%$16.6K$14.4K-$2.2K2026-11-04
Virginia Estate & Retirement Planning Advisors Inc.
UNCHANGED393900%$16.2K$14.3K-$1.9K2026-10-14
Evolution Wealth Management Inc.
DECREASED38168-130-77%$69.8K$13.9K-$55.9K2026-10-28
Kings Path Partners LLC
UNCHANGED343400%$14.1K$12.5K-$1.7K2026-10-21
Chapman Financial Group, LLC
UNCHANGED333300%$13.7K$12.1K-$1.6K2026-10-26
PFS Partners, LLC
UNCHANGED333300%$13.7K$12.1K-$1.6K2026-10-21
Godsey & Gibb, Inc
INCREASED3025+5+20%$10.4K$11.0K+$6222026-10-14
Philadelphia Investment Partners, LLC
UNCHANGED303000%$12.5K$11.0K-$1.5K2026-11-09
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED28297-269-91%$123.8K$10.3K-$113.6K2026-10-14
Park Square Financial Group, LLC
INCREASED2827+1+4%$11.2K$10.3K-$9442026-11-09
Three Bridge Wealth Advisors, LLC
NEW27—+27——$9.9K—2026-11-05
Halbert Hargrove Global Advisors, LLC
DECREASED2534-9-26%$14.0K$9.2K-$4.8K2026-10-16
Davis Capital Management
DECREASED2257-35-61%$23.7K$8.1K-$15.6K2026-10-08
First Pacific Financial
UNCHANGED212100%$8.7K$7.8K-$9722026-10-14
Cdkv Holdings LLC
UNCHANGED212100%$8.7K$7.7K-$9702026-10-28
Bradley & Co. Private Wealth Management, LLC
UNCHANGED212100%$8.7K$7.7K-$1.0K2026-10-23
Midwest Capital Advisors, LLC
NEW20—+20——$7.3K—2026-11-04
Hoey Investments, Inc
UNCHANGED202000%$8.3K$7.3K-$9712026-10-29
Aventus Investment Advisors, Inc.
UNCHANGED202000%$8.3K$7.3K-$9712026-10-09
Transce3nd, LLC
NEW19—+19——$7.9K—2026-10-26
PayPay Securities Corp
DECREASED1920-1-5%$8.3K$7.0K-$1.3K2026-10-27
Investment Research & Advisory Group, Inc.
UNCHANGED181800%$35.3K$36.8K+$1.5K2026-10-19
Farmers & Merchants Trust Co of Chambersburg PA
NEW16—+16——$6—2026-10-14
Breakwater Investment Management
INCREASED1613+3+23%$5.4K$5.9K+$4702026-10-20
Legacy Bridge, LLC
UNCHANGED161600%$6.7K$5.9K-$7772026-10-28
Bare Financial Services, Inc
DECREASED1525-10-40%$10.4K$5.5K-$4.9K2026-11-04
Carolina Wealth Advisors, LLC
INCREASED148+6+75%$3.3K$5.1K+$1.8K2026-10-23
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED141400%$5.8K$5.1K-$6792026-10-28
Catherine Avery Investment Management LLC
UNCHANGED131300%$5.4K$4.8K-$6312026-10-14
Vermillion Wealth Management, Inc.
DECREASED1275-63-84%$31.3K$4.6K-$26.7K2026-10-26
RMG Wealth Management LLC
UNCHANGED121200%$4.9K$5.1K+$2362026-10-26
Prudent Man Investment Management, Inc.
NEW11—+11——$4.0K—2026-11-03
Main Street Group, LTD
NEW11—+11——$3.9K—2026-10-28
Sunrise Financial Services, LLC
UNCHANGED111100%$4.6K$4.0K-$5342026-10-21
Intelligent Financial Strategies
NEW10—+10——$3.7K—2026-10-16
Mountain Hill Investment Partners Corp.
UNCHANGED101000%$4.2K$3.7K-$4852026-10-23
CrossGen Wealth, LLC
NEW7—+7——$2.6K—2026-10-30
Next Level Wealth Planning, LLC
NEW7—+7——$2.6K—2026-10-29
Navigoe, LLC
DECREASED78-1-12%$3$2-$12026-11-04
Nvest Wealth Strategies, Inc.
INCREASED63+3+100%$1.2K$2.2K+$9572026-10-14
Richardson Capital Management LLC
UNCHANGED5500%$2.1K$1.8K-$2432026-10-23
McCarley & Cook Financial Planners
UNCHANGED5500%$2.1K$1.8K-$2432026-10-21
Networth Advisors, LLC
UNCHANGED4400%$1.7K$1.5K-$1862026-11-03
Lloyd Advisory Services, Llc.
NEW3—+3——$1.1K—2026-11-02
Sawyer & Company, Inc
DECREASED36-3-50%$2.5K$1.1K-$1.4K2026-10-21
3 Factor Indexing, LLC
UNCHANGED3300%$1.2K$1.1K-$1452026-10-15
Maryland Capital Advisors Inc.
UNCHANGED2200%$832$735-$972026-10-15
CGC Financial Services, LLC
UNCHANGED1100%$416$367-$492026-10-13
Bear Mountain Capital, Inc.
UNCHANGED1100%$425$401-$242026-11-04
Alberta Investment Management Corp
CLOSED042,400-42,400-100%$17.6M$0-$17.6M2026-11-09
Coronation Fund Managers Ltd.
CLOSED028,144-28,144-100%$11.7M$0-$11.7M2026-10-27
Bochk Asset Management Ltd
CLOSED019,975-19,975-100%$8.3M$0-$8.3M2026-10-29
TB Alternative Assets Ltd.
CLOSED015,675-15,675-100%$6.5M$0-$6.5M2026-10-16
Mirae Asset Securities (USA) Inc.
CLOSED010,032-10,032-100%$4.2M$0-$4.2M2026-10-15
JB Capital LLC
CLOSED08,727-8,727-100%$3.6M$0-$3.6M2026-10-19
Titan Investment Management LLC
CLOSED08,376-8,376-100%$3.5M$0-$3.5M2026-10-22
Bellwether Advisors, LLC
CLOSED07,404-7,404-100%$3.1M$0-$3.1M2026-11-09
Sustainable Insight Capital Management, LLC
CLOSED07,056-7,056-100%$2.9M$0-$2.9M2026-11-06
Center for Wealth Management Advisory
CLOSED05,850-5,850-100%$2.4M$0-$2.4M2026-10-23
Morningstar Investment Management LLC
CLOSED05,534-5,534-100%$1.5M$0-$1.5M2026-11-09
Arbor Capital Management Inc
CLOSED03,319-3,319-100%$1.4M$0-$1.4M2026-10-21
Wellington Shields & Co., LLC
CLOSED02,837-2,837-100%$1.2M$0-$1.2M2026-11-03
Pacific Excel Wealth Advisors, Inc.
CLOSED02,797-2,797-100%$1.2M$0-$1.2M2026-10-27
S.A. Mason LLC
CLOSED02,372-2,372-100%$985.9K$0-$985.9K2026-10-13
Johnson Financial Group, LLC
CLOSED02,285-2,285-100%$949.7K$0-$949.7K2026-11-03
Caitong International Asset Management Co., Ltd
CLOSED02,284-2,284-100%$949.3K$0-$949.3K2026-10-29
Check Capital Management Inc
CLOSED02,244-2,244-100%$932.7K$0-$932.7K2026-11-05
First Growth Capital LLC
CLOSED01,831-1,831-100%$761.0K$0-$761.0K2026-10-15
Skylands Capital, LLC
CLOSED01,700-1,700-100%$706.6K$0-$706.6K2026-10-21
Soundwatch Capital LLC
CLOSED01,609-1,609-100%$668.7K$0-$668.7K2026-11-04
Grey Ledge Advisors, LLC
CLOSED01,476-1,476-100%$613.3K$0-$613.3K2026-11-02
Clark Financial Services Group Inc
CLOSED01,397-1,397-100%$580.4K$0-$580.4K2026-10-19
Oakmont Investment Advisors, Inc.
CLOSED01,314-1,314-100%$546.4K$0-$546.4K2026-10-21
Hansen & Associates Financial Group, Inc.
CLOSED01,186-1,186-100%$495.7K$0-$495.7K2026-11-09
Laurion Capital Management LP
CLOSED01,091-1,091-100%$453.5K$0-$453.5K2026-10-30
Knights of Columbus Asset Advisors LLC
CLOSED01,074-1,074-100%$446.4K$0-$446.4K2026-11-05
4Wealth Advisors, Inc.
CLOSED01,061-1,061-100%$445.3K$0-$445.3K2026-10-13
Hofer & Associates. Inc
CLOSED0959-959-100%$398.7K$0-$398.7K2026-10-13
Randall & Associates Wealth Management
CLOSED0948-948-100%$394.0K$0-$394.0K2026-10-20
Greenup Street Wealth Management LLC
CLOSED0897-897-100%$372.8K$0-$372.8K2026-10-28
Westhampton Capital, LLC
CLOSED0772-772-100%$320.9K$0-$320.9K2026-10-30
Primoris Wealth Advisors, LLC
CLOSED0715-715-100%$297.2K$0-$297.2K2026-10-28
Cookson Peirce & Co Inc
CLOSED0715-715-100%$297.2K$0-$297.2K2026-10-30
Beaton Management Co. Inc.
CLOSED0700-700-100%$291.0K$0-$291.0K2026-11-09
Fermata Advisors, LLC
CLOSED0693-693-100%$288.1K$0-$288.1K2026-10-13
DecisionMap Wealth Management, LLC
CLOSED0659-659-100%$273.9K$0-$273.9K2026-10-29
Rise Advisors, LLC
CLOSED0641-641-100%$266.2K$0-$266.2K2026-10-16
Alterna Wealth Management, Inc
CLOSED0636-636-100%$264.3K$0-$264.3K2026-10-27
MBA Advisors LLC
CLOSED0633-633-100%$263.1K$0-$263.1K2026-10-29
Insight Advisors, LLC/ PA
CLOSED0616-616-100%$256.5K$0-$256.5K2026-10-22
Axim Planning & Wealth
CLOSED0609-609-100%$253.0K$0-$253.0K2026-10-28
Able Wealth Management LLC
CLOSED0605-605-100%$251.6K$0-$251.6K2026-10-13
G&S Capital LLC
CLOSED0599-599-100%$248.9K$0-$248.9K2026-10-23
G2 Capital Management, LLC / OH
CLOSED0587-587-100%$243.9K$0-$243.9K2026-10-23
Gemmer Asset Management LLC
CLOSED0584-584-100%$242.7K$0-$242.7K2026-10-16
Magnolia Wealth Management, LLC
CLOSED0580-580-100%$241.1K$0-$241.1K2026-10-16
Lawood & Co
CLOSED0576-576-100%$239.4K$0-$239.4K2026-10-09
Carrera Capital Advisors
CLOSED0576-576-100%$239.4K$0-$239.4K2026-11-03
Jm2 Capital Inc.
CLOSED0573-573-100%$238.3K$0-$238.3K2026-10-14
Pekin Hardy Strauss, Inc.
CLOSED0572-572-100%$237.6K$0-$237.6K2026-11-02
Accelerate Investment Advisors LLC
CLOSED0562-562-100%$233.6K$0-$233.6K2026-11-02
Howard Bailey Securities, LLC
CLOSED0562-562-100%$233.6K$0-$233.6K2026-10-27
Plan Group Financial, LLC
CLOSED0560-560-100%$232.9K$0-$232.9K2026-10-22
Northwest Wealth Management, LLC
CLOSED0547-547-100%$227.4K$0-$227.4K2026-10-30
Shakespeare Wealth Management, LLC
CLOSED0546-546-100%$226.9K$0-$226.9K2026-10-28
MN Wealth Advisors, LLC
CLOSED0544-544-100%$226.3K$0-$226.3K2026-10-23
Stonebridge Financial Group, LLC
CLOSED0543-543-100%$225.6K$0-$225.6K2026-10-01
Shepherd Financial Partners LLC
CLOSED0543-543-100%$225.9K$0-$225.9K2026-11-03
Hibernia Wealth Partners, LLC
CLOSED0542-542-100%$225.2K$0-$225.2K2026-10-29
Spectrum Asset Management, Inc. (NB )
CLOSED0538-538-100%$223.6K$0-$223.6K2026-10-19
Curran Financial Partners, LLC
CLOSED0533-533-100%$221.6K$0-$221.6K2026-11-04
TCI Wealth Advisors, Inc.
CLOSED0532-532-100%$221.1K$0-$221.1K2026-10-30
Lakeshore Financial Planning, Inc.
CLOSED0530-530-100%$220.7K$0-$220.7K2026-10-13
Wharton Business Group, LLC
CLOSED0530-530-100%$220.2K$0-$220.2K2026-11-09
Eagle Bay Advisors LLC
CLOSED0528-528-100%$219.6K$0-$219.6K2026-10-16
Dominguez Wealth Management Solutions, Inc.
CLOSED0528-528-100%$219.5K$0-$219.5K2026-10-07
Climber Capital SA
CLOSED0527-527-100%$218.6K$0-$218.6K2026-10-20
Heritage Wealth Management, Inc.
CLOSED0526-526-100%$218.6K$0-$218.6K2026-10-27
AJ Advisors, LLC
CLOSED0522-522-100%$216.8K$0-$216.8K2026-10-29
Quantum Financial Partners LLC
CLOSED0522-522-100%$217.0K$0-$217.0K2026-10-19
Atlatl Advisers LLC
CLOSED0522-522-100%$217.0K$0-$217.0K2026-10-22
Global Strategic Investment Solutions, LLC
CLOSED0522-522-100%$216.8K$0-$216.8K2026-10-16
Peddock Capital Advisors, LLC
CLOSED0521-521-100%$216.5K$0-$216.5K2026-10-16
Flaharty Asset Management, LLC
CLOSED0520-520-100%$221.2K$0-$221.2K2026-11-02
4J Wealth Management LLC
CLOSED0519-519-100%$215.8K$0-$215.8K2026-11-02
Phillips Financial Management, LLC
CLOSED0518-518-100%$215.3K$0-$215.3K2026-10-19
Acorn Creek Capital LLC
CLOSED0517-517-100%$214.9K$0-$214.9K2026-11-05
One Wealth Capital Management, LLC
CLOSED0516-516-100%$214.5K$0-$214.5K2026-10-23
Private Management Group Inc
CLOSED0514-514-100%$213.6K$0-$213.6K2026-11-04
First Citizens Financial Corp
CLOSED0513-513-100%$213.2K$0-$213.2K2026-10-02
LVZ, Inc.
CLOSED0510-510-100%$211.9K$0-$211.9K2026-10-20
Pavion Blue Capital, LLC
CLOSED0508-508-100%$211.1K$0-$211.1K2026-11-05
AAF Wealth Management, LLC
CLOSED0507-507-100%$210.7K$0-$210.7K2026-10-28
Genesis Private Wealth, LLC
CLOSED0506-506-100%$210.4K$0-$210.4K2026-11-02
Sterling Group Wealth Management, LLC
CLOSED0506-506-100%$210.3K$0-$210.3K2026-11-03
Uptick Partners, LLC
CLOSED0506-506-100%$210.3K$0-$210.3K2026-11-04
Verus Financial Partners, Inc.
CLOSED0505-505-100%$210.1K$0-$210.1K2026-10-29
Taylor Financial Group, Inc.
CLOSED0505-505-100%$209.9K$0-$209.9K2026-11-02
Seed Wealth Management, Inc.
CLOSED0504-504-100%$209.5K$0-$209.5K2026-10-20
Gray Private Wealth, LLC
CLOSED0503-503-100%$209.1K$0-$209.1K2026-10-28
Leisure Capital Management
CLOSED0500-500-100%$207.8K$0-$207.8K2026-11-03
TenCore Partners, LP
CLOSED0500-500-100%$207.8K$0-$207.8K2026-11-05
Broadway Wealth Solutions, Inc.
CLOSED0500-500-100%$207.8K$0-$207.8K2026-10-21
Old Port Advisors
CLOSED0497-497-100%$206.6K$0-$206.6K2026-10-23
Parthenon LLC
CLOSED0495-495-100%$205.7K$0-$205.7K2026-10-22
Powers Advisory Group, LLC
CLOSED0494-494-100%$205.5K$0-$205.5K2026-10-14
Garrett Wealth Advisory Group, LLC
CLOSED0493-493-100%$204.9K$0-$204.9K2026-10-22
Opinicus Capital, Inc.
CLOSED0489-489-100%$203.2K$0-$203.2K2026-10-28
Security Financial Services, Inc.
CLOSED0489-489-100%$203.2K$0-$203.2K2026-10-29
Steinberganna Wealth Management
CLOSED0486-486-100%$202.0K$0-$202.0K2026-10-23
Yoder Wealth Management, Inc.
CLOSED0485-485-100%$201.6K$0-$201.6K2026-10-13
MinichMacGregor Wealth Management, LLC
CLOSED0485-485-100%$201.6K$0-$201.6K2026-10-14
StoryOne LLC
CLOSED0484-484-100%$201.2K$0-$201.2K2026-10-13
Traphagen Investment Advisors LLC
CLOSED0483-483-100%$200.6K$0-$200.6K2026-10-14
Renaissance Investment Group LLC
CLOSED0482-482-100%$200.3K$0-$200.3K2026-10-28
Cedarwood Wealth LLC
CLOSED0482-482-100%$200.4K$0-$200.4K2026-11-09
Thrive Capital Management, LLC
CLOSED0482-482-100%$200.1K$0-$200.1K2026-10-28
Redwood Financial Network Corp
CLOSED0481-481-100%$200.0K$0-$200.0K2026-11-03
Stone House Investment Management, LLC
CLOSED0361-361-100%$150.2K$0-$150.2K2026-10-23
Wellington Shields Capital Management, LLC
CLOSED0361-361-100%$150.2K$0-$150.2K2026-11-03
Sherman Asset Management, Inc.
CLOSED0260-260-100%$108.1K$0-$108.1K2026-11-05
LifeSteps Financial, Inc.
CLOSED0209-209-100%$86.9K$0-$86.9K2026-10-15
BankPlus Trust Department
CLOSED0194-194-100%$80.6K$0-$80.6K2026-11-06
Brooklyn FI, LLC
CLOSED0182-182-100%$78.5K$0-$78.5K2026-11-05
Whipplewood Advisors, LLC
CLOSED0152-152-100%$63.2K$0-$63.2K2026-10-20
Islay Capital Management, LLC
CLOSED0100-100-100%$41.6K$0-$41.6K2026-10-20
Solstein Capital, LLC
CLOSED098-98-100%$40.7K$0-$40.7K2026-11-02
Evolution Advisers, Inc.
CLOSED078-78-100%$32$0-$322026-11-06
Robinswood Financial LLC
CLOSED078-78-100%$32.6K$0-$32.6K2026-10-20
Gill Capital Partners, LLC
CLOSED062-62-100%$25.8K$0-$25.8K2026-10-13
Bullseye Investment Management, LLC
CLOSED055-55-100%$22.9K$0-$22.9K2026-10-29
Heritage Wealth Advisors
CLOSED034-34-100%$14.1K$0-$14.1K2026-11-09
Old Second National Bank of Aurora
CLOSED029-29-100%$12.1K$0-$12.1K2026-10-22
CKW Financial Group
CLOSED05-5-100%$2$0-$22026-10-29
Merrithew & Thorsten Inc
CLOSED000—$0$0$02026-11-06
BlackRock, Inc.
N/A—76,863,061-76,863,061-100%$31.9B———
Vanguard Capital Management LLC
N/A—59,311,525-59,311,525-100%$24.7B———
State Street Corp
N/A—45,633,267-45,633,267-100%$19.0B———
Capital World Investors
N/A—29,887,932-29,887,932-100%$12.4B———
FMR LLC
N/A—27,992,995-27,992,995-100%$11.6B———
Vanguard Portfolio Management LLC
N/A—24,483,234-24,483,234-100%$10.2B———
Price T Rowe Associates Inc
N/A—23,153,813-23,153,813-100%$9.6B———
JPMorgan Chase & Co
N/A—20,246,047-20,246,047-100%$8.5B———
Charles Schwab Investment Management Inc
N/A—19,830,588-19,830,588-100%$8.2B———
Morgan Stanley
N/A—14,795,456-14,795,456-100%$6.1B———
Norges Bank
N/A—12,736,973-12,736,973-100%$5.3B———
Wellington Management Group LLP
N/A—10,675,175-10,675,175-100%$4.4B———
Capital Research Global Investors
N/A—10,534,177-10,534,177-100%$4.4B———
Bank of America Corp
N/A—9,735,874-9,735,874-100%$4.0B———
Dodge & COX
N/A—9,072,258-9,072,258-100%$3.8B———
Northern Trust Corp
N/A—8,761,055-8,761,055-100%$3.6B———
Franklin Resources Inc
N/A—8,643,789-8,643,789-100%$3.6B———
Capital International Investors
N/A—7,789,028-7,789,028-100%$3.2B———
Alliancebernstein L.P.
N/A—7,669,420-7,669,420-100%$2.1B———
Goldman Sachs Group Inc
N/A—6,974,132-6,974,132-100%$2.9B———
Invesco Ltd.
N/A—6,858,984-6,858,984-100%$2.9B———
UBS Asset Management Americas LLC
N/A—6,535,066-6,535,066-100%$2.7B———
Legal & General Group Plc
N/A—5,882,462-5,882,462-100%$2.4B———
Eagle Capital Management LLC
N/A—5,773,026-5,773,026-100%$2.4B———
Royal Bank of Canada
N/A—5,181,995-5,181,995-100%$2.2B———
Vanguard Fiduciary Trust Co
N/A—5,098,687-5,098,687-100%$2.1B———
Jupiter Topco LLC
N/A—4,859,820-4,859,820-100%$2.0B———
Ameriprise Financial Inc
N/A—4,510,354-4,510,354-100%$1.9B———
SG Americas Securities, LLC
N/A—4,207,158-4,207,158-100%$1.7B———
HSBC Holdings PLC
N/A—3,992,237-3,992,237-100%$1.7B———
Nuveen, LLC
N/A—3,741,960-3,741,960-100%$1.6B———
BNP Paribas Financial Markets
N/A—3,673,416-3,673,416-100%$1.5B———
Wells Fargo & Company
N/A—3,618,579-3,618,579-100%$1.5B———
UBS Group AG
N/A—3,560,602-3,560,602-100%$1.5B———
Raymond James Financial Inc
N/A—3,306,337-3,306,337-100%$1.4B———
Arrowstreet Capital, Limited Partnership
N/A—3,010,223-3,010,223-100%$1.3B———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—2,825,022-2,825,022-100%$1.2B———
Swiss National Bank
N/A—2,560,041-2,560,041-100%$1.1B———
Schroder Investment Management Group
N/A—2,553,379-2,553,379-100%$1.1B———
Voya Investment Management LLC
N/A—2,419,613-2,419,613-100%$1.0B———
Canada Pension Plan Investment Board
N/A—2,338,034-2,338,034-100%$971.8M———
Manufacturers Life Insurance Company, the
N/A—2,071,359-2,071,359-100%$860.9M———
Vanguard Asset Management, Ltd
N/A—2,039,732-2,039,732-100%$847.8M———
Vanguard Global Advisers, LLC
N/A—1,971,121-1,971,121-100%$819.3M———
National Pension Service
N/A—1,970,332-1,970,332-100%$818.9M———
Envestnet Asset Management Inc
N/A—1,951,573-1,951,573-100%$811.1M———
California Public Employees Retirement System
N/A—1,924,189-1,924,189-100%$799.8M———
Susquehanna International Group, LLP
N/A—1,883,767-1,883,767-100%$783.0M———
Marshall Wace, LLP
N/A—1,833,046-1,833,046-100%$761.9M———
Jane Street Group, LLC
N/A—1,781,086-1,781,086-100%$740.3M———
AQR Capital Management LLC
N/A—1,757,550-1,757,550-100%$729.1M———
Millennium Management LLC
N/A—1,617,653-1,617,653-100%$672.3M———
National Bank of Canada
N/A—1,613,767-1,613,767-100%$670.7M———
Fayez Sarofim & Co
N/A—1,575,300-1,575,300-100%$654.7M———
Marshfield Associates
N/A—1,526,157-1,526,157-100%$634.3M———
Barrow Hanley Mewhinney & Strauss LLC
N/A—1,462,167-1,462,167-100%$607.7M———
Rhumbline Advisers
N/A—1,461,895-1,461,895-100%$607.6M———
Ensign Peak Advisors, Inc
N/A—1,443,323-1,443,323-100%$599.9M———
Qube Research & Technologies Ltd
N/A—1,405,937-1,405,937-100%$584.3M———
California State Teachers Retirement System
N/A—1,365,269-1,365,269-100%$567.4M———
Caisse de Depot ET Placement DU Quebec
N/A—1,363,607-1,363,607-100%$566.8M———
American Century Companies Inc
N/A—1,363,176-1,363,176-100%$566.6M———
FIL Ltd
N/A—1,346,053-1,346,053-100%$559.5M———
1832 Asset Management L.P.
N/A—1,293,392-1,293,392-100%$537.6M———
Davis Selected Advisers
N/A—1,274,650-1,274,650-100%$529.8M———
Farallon Capital Management, L.L.C.
N/A—1,270,532-1,270,532-100%$528.1M———
CIBC Bancorp USA Inc.
N/A—1,206,042-1,206,042-100%$501.6M———
Canada Life Assurance Co
N/A—1,176,396-1,176,396-100%$488.0M———
Bank of Nova Scotia
N/A—1,130,593-1,130,593-100%$469.9M———
Tidal Investments LLC
N/A—1,123,915-1,123,915-100%$467.1M———
Adage Capital Partners GP, L.L.C.
N/A—1,110,167-1,110,167-100%$461.4M———
Neuberger Berman Group LLC
N/A—1,073,625-1,073,625-100%$446.4M———
Citadel Advisors LLC
N/A—1,064,151-1,064,151-100%$442.3M———
Naya Capital Management UK LTD
N/A—1,051,012-1,051,012-100%$436.8M———
Hotchkis & Wiley Capital Management LLC
N/A—1,035,250-1,035,250-100%$430.3M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—990,157-990,157-100%$411.5M———
New York State Common Retirement Fund
N/A—983,340-983,340-100%$408.7M———
Lord, Abbett & Co. LLC
N/A—977,276-977,276-100%$406.2M———
Natixis Advisors, LLC
N/A—972,743-972,743-100%$404.3M———
Credit Agricole S A
N/A—877,866-877,866-100%$364.9M———
First Manhattan Co. Llc.
N/A—867,432-867,432-100%$360.5M———
Prudential Financial Inc
N/A—866,272-866,272-100%$360.0M———
W1m Asset Management Ltd
N/A—842,562-842,562-100%$350.0M———
Longview Partners (Guernsey) LTD
N/A—842,497-842,497-100%$350.2M———
Aviva PLC
N/A—835,665-835,665-100%$347.3M———
Point72 Asset Management, L.P.
N/A—830,855-830,855-100%$345.3M———
Toronto Dominion Bank
N/A—822,387-822,387-100%$341.8M———
TD Asset Management Inc
N/A—812,012-812,012-100%$337.5M———
Jennison Associates LLC
N/A—806,788-806,788-100%$335.3M———
APG Asset Management N.V.
N/A—793,553-793,553-100%$288.5M———
State Board of Administration of Florida Retirement System
N/A—770,923-770,923-100%$320.4M———
Jones Financial Companies Lllp
N/A—762,851-762,851-100%$326.4M———
Clearbridge Investments, LLC
N/A—752,620-752,620-100%$312.8M———
Royal London Asset Management LTD
N/A—745,305-745,305-100%$309.8M———
Allianz Asset Management GmbH
N/A—719,466-719,466-100%$299.0M———
Ruane, Cunniff & Goldfarb L.P.
N/A—705,554-705,554-100%$293.2M———
Korea Investment Corp
N/A—703,580-703,580-100%$292.4M———
Brown Advisory Inc
N/A—693,381-693,381-100%$288.2M———
T. Rowe Price Investment Management, Inc.
N/A—685,152-685,152-100%$284.8M———
HighTower Advisors, LLC
N/A—682,746-682,746-100%$283.8M———
Maple Rock Capital Partners Inc.
N/A—681,100-681,100-100%$283.1M———
Stifel Financial Corp
N/A—655,219-655,219-100%$272.4M———
Capitolis Liquid Global Markets LLC
N/A—650,742-650,742-100%$270.5M———
Marex Group Ltd
N/A—648,005-648,005-100%$269.3M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—630,368-630,368-100%$265.4M———
Quantinno Capital Management LP
N/A—601,489-601,489-100%$250.0M———
Panagora Asset Management Inc
N/A—581,089-581,089-100%$241.5M———
London Co of Virginia
N/A—569,127-569,127-100%$236.6M———
Nomura Asset Management Co LTD
N/A—564,103-564,103-100%$234.5M———
Chevy Chase Trust Holdings, LLC
N/A—560,346-560,346-100%$232.9M———
Mairs & Power Inc
N/A—559,951-559,951-100%$232.7M———
SEI Investments Co
N/A—536,122-536,122-100%$222.8M———
Lazard Asset Management LLC
N/A—520,103-520,103-100%$216.2M———
Mitsubishi UFJ Trust & Banking Corp
N/A—506,486-506,486-100%$210.5M———
Omers Administration Corp
N/A—504,830-504,830-100%$209.8M———
Empower Advisory Group, LLC
N/A—501,433-501,433-100%$208.4M———
Public Sector Pension Investment Board
N/A—498,196-498,196-100%$207.1M———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—494,730-494,730-100%$205.6M———
D. E. Shaw & Co., Inc.
N/A—493,719-493,719-100%$205.2M———
Route One Investment Company, L.P.
N/A—487,725-487,725-100%$202.7M———
State of Wisconsin Investment Board
N/A—484,304-484,304-100%$201.3M———
Victory Capital Management Inc
N/A—477,788-477,788-100%$198.6M———
Cullen Capital Management, LLC
N/A—475,519-475,519-100%$197.6M———
Balyasny Asset Management L.P.
N/A—471,529-471,529-100%$196.0M———
Vanguard Investments Australia, Ltd.
N/A—463,718-463,718-100%$192.7M———
Storebrand Asset Management AS
N/A—460,561-460,561-100%$191.4M———
Mariner, LLC
N/A—459,487-459,487-100%$191.0M———
DnB Asset Management AS
N/A—453,105-453,105-100%$188.3M———
BNP Paribas Asset Management Holding S.A.
N/A—439,320-439,320-100%$182.7M———
Mufg Securities Emea plc
N/A—439,005-439,005-100%$182.5M———
Patient Capital Management, LLC
N/A—437,773-437,773-100%$182.0M———
CIBC World Market Inc.
N/A—437,744-437,744-100%$181.9M———
Brandes Investment Partners, LP
N/A—424,159-424,159-100%$176.3M———
Federation des caisses Desjardins du Quebec
N/A—416,065-416,065-100%$172.9M———
CI Investments Inc.
N/A—404,425-404,425-100%$168.1M———
H&H International Investment, LLC
N/A—399,600-399,600-100%$166.1M———
Walleye Trading LLC
N/A—389,216-389,216-100%$161.8M———
Gobi Capital LLC
N/A—386,368-386,368-100%$160.6M———
Treasurer of the State of North Carolina
N/A—384,640-384,640-100%$159.9M———
KLP Kapitalforvaltning AS
N/A—374,455-374,455-100%$155.6M———
Renaissance Technologies LLC
N/A—367,014-367,014-100%$152.5M———
Cetera Investment Advisers
N/A—363,796-363,796-100%$151.2M———
Public Employees Retirement System of Ohio
N/A—354,958-354,958-100%$147.5M———
Nomura Holdings Inc
N/A—349,680-349,680-100%$145.3M———
Teacher Retirement System of Texas
N/A—345,085-345,085-100%$143.4M———
Federated Hermes, Inc.
N/A—337,704-337,704-100%$140.4M———
Capital International, Inc.
N/A—333,850-333,850-100%$138.8M———
Cerity Partners LLC
N/A—333,274-333,274-100%$138.5M———
Osaic Holdings, Inc.
N/A—330,813-330,813-100%$137.7M———
Fiduciary Management Inc
N/A—325,962-325,962-100%$135.5M———
Tredje Ap-fonden
N/A—318,361-318,361-100%$132.3M———
Woodline Partners LP
N/A—307,178-307,178-100%$127.7M———
Zurich Insurance Group Ltd
N/A—303,916-303,916-100%$126.3M———
Tudor Investment Corp ET AL
N/A—302,185-302,185-100%$125.6M———
State of Tennessee, Department of Treasury
N/A—302,176-302,176-100%$125.6M———
Unisphere Establishment
N/A—300,000-300,000-100%$124.7M———
Employees Provident Fund Board
N/A—300,000-300,000-100%$124.7M———
Tiger Global Management LLC
N/A—297,452-297,452-100%$123.6M———
Macquarie Group LTD
N/A—293,895-293,895-100%$122.2M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—293,392-293,392-100%$121.9M———
Atalanta Sosnoff Capital, LLC
N/A—293,390-293,390-100%$121.9M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—281,381-281,381-100%$117.0M———
M&T Bank Corp
N/A—279,089-279,089-100%$116.0M———
Life Cycle Investment Partners Ltd
N/A—277,679-277,679-100%$115.4M———
Manning & Napier Advisors LLC
N/A—276,681-276,681-100%$116.2M———
Northwestern Mutual Wealth Management Co
N/A—272,738-272,738-100%$113.4M———
Mediolanum International Funds Ltd
N/A—271,734-271,734-100%$114.1M———
Homestead Advisers Corp
N/A—265,072-265,072-100%$110.2M———
Resona Asset Management Co.,Ltd.
N/A—262,796-262,796-100%$109.5M———
Captrust Financial Advisors
N/A—262,463-262,463-100%$109.1M———
HRT Financial LP
N/A—259,655-259,655-100%$107.9M———
Hudson Bay Capital Management LP
N/A—254,280-254,280-100%$105.7M———
Employees Retirement System of Texas
N/A—253,319-253,319-100%$105.3M———
Clark Capital Management Group, Inc.
N/A—246,049-246,049-100%$102.3M———
Rockefeller Capital Management L.P.
N/A—245,796-245,796-100%$102.2M———
Janney Montgomery Scott LLC
N/A—243,641-243,641-100%$101.3M———
Menora Mivtachim Holdings Ltd.
N/A—238,278-238,278-100%$99.0M———
Boston Partners
N/A—235,295-235,295-100%$97.8M———
Harvest Portfolios Group Inc.
N/A—234,641-234,641-100%$97.5M———
Focus Partners Wealth
N/A—223,546-223,546-100%$92.9M———
Bristol John W & Co Inc
N/A—221,607-221,607-100%$92.1M———
Bowie Capital Management, LLC
N/A—221,244-221,244-100%$92.0M———
Loomis Sayles & Co L P
N/A—218,190-218,190-100%$90.7M———
Clear Street Group Inc.
N/A—216,192-216,192-100%$89.9M———
Sanctuary Advisors, LLC
N/A—214,643-214,643-100%$89.2M———
Meridiem Capital Partners LP
N/A—211,050-211,050-100%$87.7M———
MetLife Investment Management, LLC
N/A—207,681-207,681-100%$86.3M———
Zacks Investment Management
N/A—204,810-204,810-100%$85.1M———
Artisan Partners Limited Partnership
N/A—204,738-204,738-100%$85.1M———
Cantor Fitzgerald, L. P.
N/A—201,607-201,607-100%$83.8M———
TCW Group Inc
N/A—201,129-201,129-100%$83.6M———
Two Sigma Investments, LP
N/A—196,716-196,716-100%$81.8M———
Tiaa Wealth Investment Management LLC
N/A—196,386-196,386-100%$81.6M———
Erste Asset Management GmbH
N/A—195,534-195,534-100%$71.3M———
Intermede Investment Partners Ltd
N/A—194,489-194,489-100%$78.0K———
AE Wealth Management LLC
N/A—194,452-194,452-100%$80.8M———
Fred Alger Management, LLC
N/A—194,327-194,327-100%$80.8M———
Mercer Global Advisors Inc
N/A—192,112-192,112-100%$79.8M———
Scharf Investments, LLC
N/A—189,754-189,754-100%$78.9M———
Senator Investment Group LP
N/A—186,677-186,677-100%$77.6M———
Armistice Capital, LLC
N/A—183,000-183,000-100%$76.1M———
Edgar Lomax Co
N/A—180,225-180,225-100%$74.9M———
IEQ Capital, LLC
N/A—179,199-179,199-100%$74.5M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—178,220-178,220-100%$74.1M———
Vinva Investment Management Ltd
N/A—177,535-177,535-100%$74.5M———
Worldquant Millennium Advisors LLC
N/A—173,383-173,383-100%$72.1M———
Elo Mutual Pension Insurance Co
N/A—164,522-164,522-100%$68.4M———
Bartlett & Co. Wealth Management LLC
N/A—163,859-163,859-100%$68.1M———
Freestone Grove Partners LP
N/A—162,682-162,682-100%$67.6M———
Quadrature Capital Ltd
N/A—162,485-162,485-100%$67.5M———
Orbimed Advisors LLC
N/A—161,100-161,100-100%$67.0M———
O'shaughnessy Asset Management, LLC
N/A—157,877-157,877-100%$65.6M———
Vident Advisory, LLC
N/A—154,986-154,986-100%$64.4M———
MML Investors Services, LLC
N/A—152,840-152,840-100%$63.5M———
Solel Partners LP
N/A—151,527-151,527-100%$63.0M———
Polar Capital Holdings Plc
N/A—151,481-151,481-100%$63.0M———
Baird Financial Group, Inc.
N/A—149,809-149,809-100%$62.3M———
Bellevue Group AG
N/A—149,127-149,127-100%$62.0M———
USS Investment Management Ltd
N/A—148,793-148,793-100%$61.8M———
Banco Santander, S.A.
N/A—148,639-148,639-100%$61.8M———
Varma Mutual Pension Insurance Co
N/A—146,662-146,662-100%$61.0M———
First Trust Advisors LP
N/A—145,205-145,205-100%$60.4M———
Primecap Management Co
N/A—144,121-144,121-100%$59.9M———
AltraVue Capital, LLC
N/A—141,720-141,720-100%$58.9M———
Cornerstone Investment Partners, LLC
N/A—139,775-139,775-100%$58.1M———
Empowered Funds, LLC
N/A—139,558-139,558-100%$58.0M———
NS Partners Ltd
N/A—139,338-139,338-100%$57.9M———
Fullerton Fund Management Co Ltd.
N/A—137,800-137,800-100%$57.3M———
Utah Retirement Systems
N/A—137,102-137,102-100%$57.0M———
British Columbia Investment Management Corp
N/A—136,178-136,178-100%$56.6M———
QRG Capital Management, Inc.
N/A—135,858-135,858-100%$56.5M———
Vanguard Personalized Indexing Management, LLC
N/A—134,704-134,704-100%$56.0M———
Orbis Allan Gray Ltd
N/A—134,216-134,216-100%$55.8M———
Ilex Capital Partners (UK) LLP
N/A—132,227-132,227-100%$55.0M———
Pathstone Holdings, LLC
N/A—131,429-131,429-100%$54.9M———
Ilmarinen Mutual Pension Insurance Co
N/A—129,300-129,300-100%$53.7M———
Aureus Asset Management, LLC
N/A—127,832-127,832-100%$53.1M———
Group One Trading LLC
N/A—127,354-127,354-100%$52.9M———
Pinebridge Investments LLC
N/A—126,804-126,804-100%$52.7M———
Glenmede Trust Co NA
N/A—126,772-126,772-100%$52.7M———
NorthCoast Asset Management LLC
N/A—126,388-126,388-100%$52.5M———
Commerce Bank
N/A—124,329-124,329-100%$51.7M———
&partners
N/A—123,068-123,068-100%$51.1M———
Teachers Retirement System of the State of Kentucky
N/A—122,360-122,360-100%$50.9M———
Nissay Asset Management Corp N
N/A—120,615-120,615-100%$50.1M———
ING Groep NV
N/A—120,545-120,545-100%$50.1M———
Cresset Asset Management, LLC
N/A—119,002-119,002-100%$49.5M———
Perceptive Advisors LLC
N/A—116,806-116,806-100%$48.5M———
Arax Advisory Partners
N/A—116,619-116,619-100%$48.5M———
Beacon Pointe Advisors, LLC
N/A—115,374-115,374-100%$48.0M———
Callodine Capital Management, LP
N/A—114,904-114,904-100%$47.8M———
Public Employees Retirement Association of Colorado
N/A—114,521-114,521-100%$47.6M———
Andra Ap-fonden
N/A—111,175-111,175-100%$46.2M———
Prudential PLC
N/A—110,510-110,510-100%$45.9M———
Blue Sparrow, LLC
N/A—110,500-110,500-100%$45.9M———
Brown Brothers Harriman & Co
N/A—108,565-108,565-100%$45.1M———
Nomura Asset Management International Inc.
N/A—106,210-106,210-100%$44.1M———
Scotia Capital Inc.
N/A—105,782-105,782-100%$44.0M———
Magellan Asset Management Ltd
N/A—104,330-104,330-100%$43.4M———
Steward Partners Investment Advisory, LLC
N/A—101,901-101,901-100%$42.4M———
Davidson Kempner Capital Management LP
N/A—101,373-101,373-100%$42.1M———
Rafferty Asset Management, LLC
N/A—101,264-101,264-100%$42.1M———
Nearwater Capital Markets, Ltd
N/A—100,000-100,000-100%$41.6M———
National Philanthropic Trust
N/A—99,208-99,208-100%$41.2M———
Evelyn Partners Group Ltd
N/A—97,967-97,967-100%$40.7M———
Leith Wheeler Investment Counsel Ltd.
N/A—97,475-97,475-100%$40.5M———
Samlyn Capital, LLC
N/A—97,370-97,370-100%$40.5M———
Allstate Corp
N/A—95,016-95,016-100%$39.5M———
NewEdge Advisors, LLC
N/A—94,610-94,610-100%$39.3M———
South Dakota Investment Council
N/A—93,988-93,988-100%$39.1M———
Bridgeway Capital Management, LLC
N/A—93,783-93,783-100%$39.0M———
Rhenman & Partners Asset Management AB
N/A—93,600-93,600-100%$38.9M———
MAI Capital Management
N/A—93,560-93,560-100%$38.9M———
Purpose Unlimited Inc.
N/A—89,772-89,772-100%$37.3M———
Longaeva Partners L.P.
N/A—88,930-88,930-100%$37.0M———
Pinnacle Financial Partners, Inc.
N/A—88,730-88,730-100%$36.9M———
Boone Capital Management LLC
N/A—88,687-88,687-100%$36.9M———
PFM Health Sciences, LP
N/A—88,276-88,276-100%$36.7M———
Long Focus Capital Management, LLC
N/A—88,000-88,000-100%$36.6M———
Causeway Capital Management LLC
N/A—87,447-87,447-100%$36.3M———
Liberty One Investment Management, LLC
N/A—87,327-87,327-100%$36.3M———
SIT Investment Associates Inc
N/A—86,669-86,669-100%$36.0M———
Gotham Asset Management, LLC
N/A—85,497-85,497-100%$35.5M———
Integral Health Asset Management, LLC
N/A—85,000-85,000-100%$35.3M———
Ironvine Capital Partners, LLC
N/A—83,943-83,943-100%$34.9M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—83,112-83,112-100%$34.6M———
Tocqueville Asset Management L.P.
N/A—82,887-82,887-100%$34.5M———
LGT Group Foundation
N/A—81,736-81,736-100%$34.0M———
Soleus Capital Management, L.P.
N/A—80,000-80,000-100%$33.3M———
Trajan Wealth LLC
N/A—79,527-79,527-100%$33.1M———
Benjamin Edwards Inc
N/A—77,966-77,966-100%$32.4M———
Prana Capital Management, LP
N/A—77,955-77,955-100%$32.4M———
LOS Angeles Capital Management LLC
N/A—76,617-76,617-100%$31.8M———
Epoch Investment Partners, Inc.
N/A—75,876-75,876-100%$31.5M———
CapitalatWork S.A.
N/A—75,775-75,775-100%$31.5M———
Allianz SE
N/A—74,615-74,615-100%$31.0M———
Ossiam
N/A—74,017-74,017-100%$30.8M———
Whittier Trust Co
N/A—72,689-72,689-100%$30.4M———
Blair William & Co
N/A—72,052-72,052-100%$29.9M———
Aptus Capital Advisors, LLC
N/A—71,068-71,068-100%$29.5M———
Pacer Advisors, Inc.
N/A—70,577-70,577-100%$29.3M———
Bridges Investment Management Inc
N/A—69,295-69,295-100%$28.8M———
Evercore Wealth Management, LLC
N/A—68,844-68,844-100%$28.6M———
Milford Funds LTD
N/A—68,386-68,386-100%$28.4M———
Orion Porfolio Solutions, LLC
N/A—68,253-68,253-100%$28.4M———
Vulcan Value Partners, LLC
N/A—67,309-67,309-100%$28.0M———
Investment Management Corp of Ontario
N/A—67,062-67,062-100%$27.9M———
Daiichi Life Insurance Co., Ltd.
N/A—66,560-66,560-100%$27.7M———
Groupama Asset Managment
N/A—65,529-65,529-100%$27.5M———
Woodbridge Co LTD
N/A—65,300-65,300-100%$27.1M———
BlackBarn Capital Partners LP
N/A—65,000-65,000-100%$27.0M———
BloombergSen Inc.
N/A—64,936-64,936-100%$27.0M———
Cumberland Partners Ltd
N/A—64,734-64,734-100%$26.9M———
Montanova Capital, LLC
N/A—64,130-64,130-100%$26.7M———
Rock Springs Capital Management LP
N/A—63,750-63,750-100%$26.5M———
ArrowMark Colorado Holdings LLC
N/A—63,630-63,630-100%$26.4M———
Saudi Central Bank
N/A—63,538-63,538-100%$26.4M———
Norinchukin Bank, The
N/A—63,267-63,267-100%$26.3M———
Auxier Asset Management LLC
N/A—63,119-63,119-100%$26.2M———
Schonfeld Strategic Advisors LLC
N/A—62,948-62,948-100%$26.2M———
Advisors Asset Management, Inc.
N/A—62,682-62,682-100%$26.1M———
Distillate Capital Partners LLC
N/A—62,058-62,058-100%$25.8M———
Wesleyan Assurance Society
N/A—61,795-61,795-100%$25.7M———
Man Group plc
N/A—61,679-61,679-100%$25.6M———
Azimuth Capital Investment Management LLC
N/A—60,311-60,311-100%$25.1M———
Callan Family Office, LLC
N/A—59,730-59,730-100%$24.8M———
First Long Island Investors, LLC
N/A—58,973-58,973-100%$24.5M———
Stock Yards Bank & Trust Co
N/A—57,834-57,834-100%$24.0M———
Kentucky Retirement Systems
N/A—57,448-57,448-100%$23.9M———
Systematic Alpha Investments, LLC
N/A—57,323-57,323-100%$23.8M———
Centiva Capital, LP
N/A—57,173-57,173-100%$23.8M———
Verition Fund Management LLC
N/A—57,080-57,080-100%$23.7M———
Sequoia Financial Advisors, LLC
N/A—56,842-56,842-100%$23.6M———
Parkman Healthcare Partners LLC
N/A—55,921-55,921-100%$23.2M———
RBF Capital, LLC
N/A—55,000-55,000-100%$22.9M———
OneDigital Investment Advisors LLC
N/A—54,979-54,979-100%$22.9M———
Crawford Investment Counsel Inc
N/A—54,914-54,914-100%$22.8M———
Guggenheim Capital LLC
N/A—54,858-54,858-100%$22.8M———
AustralianSuper Pty Ltd
N/A—54,392-54,392-100%$22.6M———
Private Advisor Group, LLC
N/A—53,409-53,409-100%$22.2M———
Warther Private Wealth, LLC
N/A—53,409-53,409-100%$22.2M———
Novare Capital Management LLC
N/A—53,315-53,315-100%$22.2M———
Snowden Capital Advisors LLC
N/A—52,494-52,494-100%$21.8M———
Opal Capital LLC
N/A—52,435-52,435-100%$21.8M———
Eversept Partners, LP
N/A—51,145-51,145-100%$21.3M———
CTC LLC
N/A—51,033-51,033-100%$21.2M———
Bleakley Financial Group, LLC
N/A—49,683-49,683-100%$20.6M———
Huntington National Bank
N/A—48,142-48,142-100%$20.0M———
Peapack Gladstone Financial Corp
N/A—48,031-48,031-100%$20.0M———
Lombard Odier Asset Management (Switzerland) SA
N/A—46,643-46,643-100%$19.4M———
Fiduciary Trust Co
N/A—46,406-46,406-100%$19.3M———
First Financial Bankshares Inc
N/A—46,399-46,399-100%$19.3M———
Vestmark Advisory Solutions, Inc.
N/A—46,297-46,297-100%$19.2M———
Intesa Sanpaolo S.p.A.
N/A—45,121-45,121-100%$18.7M———
Stephens Inc
N/A—44,658-44,658-100%$18.6M———
S&CO Inc
N/A—43,984-43,984-100%$18.3M———
NewEdge Wealth, LLC
N/A—42,490-42,490-100%$17.7M———
Madison Asset Management, LLC
N/A—42,380-42,380-100%$17.6M———
First Eagle Investment Management, LLC
N/A—42,364-42,364-100%$17.6M———
Meeder Asset Management Inc
N/A—41,792-41,792-100%$17.4M———
Advisory Services Network, LLC
N/A—40,028-40,028-100%$16.6M———
Haverford Trust Co
N/A—39,455-39,455-100%$16.4M———
Centric Wealth Management
N/A—39,178-39,178-100%$15.2M———
JPL Wealth Management, LLC
N/A—39,056-39,056-100%$16.2M———
Stratos Wealth Partners, Ltd.
N/A—38,907-38,907-100%$16.2M———
Capital International Sarl
N/A—38,210-38,210-100%$15.9M———
Northwest & Ethical Investments L.P.
N/A—38,203-38,203-100%$15.9M———
Dorsey & Whitney Trust Co LLC
N/A—38,132-38,132-100%$15.8M———
KKM Financial LLC
N/A—38,062-38,062-100%$15.8M———
Callahan Advisors, LLC
N/A—37,538-37,538-100%$15.6M———
United Capital Financial Advisors, LLC
N/A—36,707-36,707-100%$15.3M———
Stamos Capital Partners, L.P.
N/A—36,620-36,620-100%$15.2M———
Kelly Lawrence W & Associates Inc
N/A—36,429-36,429-100%$15.1M———
Dividend Assets Capital, LLC
N/A—36,067-36,067-100%$15.0M———
TriCert Investment Counsel Inc.
N/A—35,997-35,997-100%$15.0M———
Stonebridge Capital Advisors LLC
N/A—35,863-35,863-100%$14.9M———
Oberndorf William E
N/A—35,553-35,553-100%$14.8M———
Metis Global Partners, LLC
N/A—34,376-34,376-100%$14.3M———
Edmond de Rothschild Holding S.A.
N/A—34,359-34,359-100%$14.3M———
Commerzbank Aktiengesellschaft
N/A—33,870-33,870-100%$14.1M———
Horizon Investments, LLC
N/A—33,854-33,854-100%$14.1M———
Vestcor Inc
N/A—33,700-33,700-100%$14.0M———
Laird Norton Wetherby Trust Company, LLC
N/A—33,445-33,445-100%$13.9M———
Summit Trail Advisors, LLC
N/A—33,330-33,330-100%$13.9M———
Meiji Yasuda Asset Management Co Ltd.
N/A—33,317-33,317-100%$13.8M———
Integrated Wealth Concepts LLC
N/A—33,206-33,206-100%$13.8M———
Bragg Financial Advisors, Inc
N/A—33,058-33,058-100%$13.7M———
One Fin Capital Management LP
N/A—33,000-33,000-100%$13.7M———
Westpac Banking Corp
N/A—32,963-32,963-100%$13.7M———
Equitable Holdings, Inc.
N/A—32,289-32,289-100%$13.4M———
Empirical Finance, LLC
N/A—32,262-32,262-100%$13.4M———
Whittier Trust Co of Nevada Inc
N/A—32,198-32,198-100%$13.8M———
683 Capital Management, LLC
N/A—32,000-32,000-100%$13.3M———
Oversea-Chinese Banking Corp Ltd
N/A—31,848-31,848-100%$13.3M———
Waverly Advisors, LLC
N/A—31,173-31,173-100%$13.0M———
Capital Group Private Client Services, Inc.
N/A—31,096-31,096-100%$12.9M———
Taikang Asset Management (Hong Kong) Co Ltd
N/A—30,960-30,960-100%$12.9M———
Rathbones Group PLC
N/A—30,911-30,911-100%$12.8M———
Principal Securities, Inc.
N/A—30,333-30,333-100%$12.6M———
Steadfast Capital Management LP
N/A—30,050-30,050-100%$12.5M———
Elwood Capital Partners LP
N/A—30,028-30,028-100%$12.5M———
Ally Financial Inc.
N/A—30,000-30,000-100%$12.5M———
ExodusPoint Capital Management, LP
N/A—29,432-29,432-100%$12.2M———
World Investment Advisors
N/A—29,267-29,267-100%$8.2M———
Hardman Johnston Global Advisors LLC
N/A—29,181-29,181-100%$12.1M———
Northwestern Mutual Investment Management Company, LLC
N/A—29,117-29,117-100%$12.1M———
Osmosis Investment Management UK Ltd
N/A—28,873-28,873-100%$12.0M———
IQ EQ Fund Management (Ireland) Ltd
N/A—28,839-28,839-100%$12.0M———
Slate Path Capital LP
N/A—28,300-28,300-100%$11.8M———
Colonial Trust Advisors
N/A—28,270-28,270-100%$11.8M———
Anchor Investment Management, LLC
N/A—28,060-28,060-100%$11.7M———
Envestnet Portfolio Solutions, Inc.
N/A—27,843-27,843-100%$11.6M———
VAN DEN Berg Management I, Inc
N/A—27,680-27,680-100%$11.5M———
Redwood Capital Management, LLC
N/A—27,500-27,500-100%$11.4M———
Summit Financial, LLC
N/A—27,417-27,417-100%$11.4M———
Mufg Securities Americas Inc.
N/A—27,352-27,352-100%$11.4M———
Punch & Associates Investment Management, Inc.
N/A—27,021-27,021-100%$11.2M———
Aquatic Capital Management LLC
N/A—27,000-27,000-100%$11.2M———
Banque Cantonale Vaudoise
N/A—26,885-26,885-100%$11.2M———
Caprock Group, LLC
N/A—26,856-26,856-100%$11.2M———
Catalyst Funds Management Pty Ltd
N/A—26,560-26,560-100%$11.0M———
Parus Finance (UK) Ltd
N/A—26,515-26,515-100%$11.0M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—26,366-26,366-100%$11.0M———
RNC Capital Management LLC
N/A—26,098-26,098-100%$10.8M———
Osborne Partners Capital Management, LLC
N/A—26,083-26,083-100%$10.8M———
Atlantic Union Bankshares Corp
N/A—25,899-25,899-100%$10.8M———
Icon Wealth Advisors, LLC
N/A—25,806-25,806-100%$10.7M———
DJE Kapital AG
N/A—25,750-25,750-100%$10.7M———
Arkadios Wealth Advisors
N/A—25,742-25,742-100%$10.7M———
North Star Asset Management Inc
N/A—25,262-25,262-100%$10.5M———
VAN Lanschot Kempen Investment Management N.V.
N/A—25,173-25,173-100%$10.5M———
Fora Capital, LLC
N/A—24,857-24,857-100%$10.3M———
Shelton Capital Management
N/A—24,849-24,849-100%$10.3M———
EP Wealth Advisors, LLC
N/A—24,815-24,815-100%$10.3M———
Moneta Group Investment Advisors LLC
N/A—24,404-24,404-100%$10.1M———
L & S Advisors Inc
N/A—24,250-24,250-100%$10.1M———
German American Bancorp, Inc.
N/A—24,246-24,246-100%$10.1M———
Concord Investment Counsel Inc.
N/A—24,054-24,054-100%$10.0M———
XTX Topco Ltd
N/A—23,876-23,876-100%$9.9M———
Siemens Fonds Invest GmbH
N/A—23,859-23,859-100%$9.9M———
Kentucky Retirement Systems Insurance Trust Fund
N/A—23,840-23,840-100%$9.9M———
Amica Mutual Insurance Co
N/A—23,712-23,712-100%$9.9M———
Global Retirement Partners, LLC
N/A—23,702-23,702-100%$9.9M———
Bridger Management, LLC
N/A—23,699-23,699-100%$9.9M———
Independent Advisor Alliance
N/A—23,140-23,140-100%$9.6M———
Hamilton Capital Partners Inc.
N/A—23,023-23,023-100%$9.6M———
Red Door Wealth Management, LLC
N/A—22,967-22,967-100%$9.5M———
Spinnaker Trust
N/A—22,525-22,525-100%$9.4M———
Van Eck Associates Corp
N/A—22,442-22,442-100%$9.3M———
Unison Asset Management LLC
N/A—21,421-21,421-100%$8.9M———
Checchi Capital Advisers, LLC
N/A—21,340-21,340-100%$8.9M———
Westerkirk Capital Inc.
N/A—21,165-21,165-100%$8.8M———
Titan Wealth (CI) Ltd
N/A—20,843-20,843-100%$8.7M———
Kennedy Capital Management LLC
N/A—20,414-20,414-100%$8.5M———
Bradley Foster & Sargent Inc
N/A—20,186-20,186-100%$8.4M———
Greenwich Wealth Management LLC
N/A—20,074-20,074-100%$8.3M———
Saranac Partners Ltd
N/A—20,032-20,032-100%$8.3M———
Guardian Capital LP
N/A—19,985-19,985-100%$8.3M———
Buffalo Business & Estate Services LTD
N/A—19,750-19,750-100%$8.2M———
Johnson Investment Counsel Inc
N/A—19,673-19,673-100%$8.2M———
Foundations Investment Advisors, LLC
N/A—19,604-19,604-100%$8.1M———
Gabelli Funds LLC
N/A—19,520-19,520-100%$8.1M———
LRI Investments, LLC
N/A—19,360-19,360-100%$1.1M———
CreativeOne Wealth, LLC
N/A—19,280-19,280-100%$8.0M———
Brevan Howard Capital Management LP
N/A—19,114-19,114-100%$7.9M———
Clough Capital Partners L P
N/A—18,849-18,849-100%$7.8M———
BLI - Banque de Luxembourg Investments
N/A—18,793-18,793-100%$7.9M———
Meeder Advisory Services, Inc.
N/A—18,597-18,597-100%$7.7M———
Easterly Investment Partners LLC
N/A—18,500-18,500-100%$7.7M———
Spartan Wealth Advisory Services LLC
N/A—18,085-18,085-100%$7.5M———
LGT Fund Management Co Ltd.
N/A—17,941-17,941-100%$7.5M———
Focus Partners Advisor Solutions, LLC
N/A—17,805-17,805-100%$7.4M———
Pentwater Capital Management LP
N/A—17,758-17,758-100%$7.4M———
Cinctive Capital Management LP
N/A—17,602-17,602-100%$7.3M———
Huber Capital Management LLC
N/A—17,556-17,556-100%$7.3M———
Hyperion Capital Advisors LP
N/A—17,416-17,416-100%$7.2M———
Harber Asset Management LLC
N/A—17,317-17,317-100%$7.2M———
Bluespring Wealth Management, LLC
N/A—17,312-17,312-100%$7.2M———
Groupe la Francaise
N/A—17,269-17,269-100%$7.2M———
SaddleRock Capital Management LLC
N/A—17,179-17,179-100%$7.1M———
Tradition Wealth Management, LLC
N/A—16,983-16,983-100%$7.1M———
Ausdal Financial Partners, Inc.
N/A—16,887-16,887-100%$7.0M———
Mutual Advisors, LLC
N/A—16,829-16,829-100%$7.0M———
DC Investments Management, LLC
N/A—16,692-16,692-100%$6.9M———
Advisors Capital Management, LLC
N/A—16,670-16,670-100%$6.9M———
Twin Capital Management Inc
N/A—16,577-16,577-100%$6.9M———
Ancora Advisors LLCA
N/A—16,514-16,514-100%$6.9M———
Blue Edge Capital, LLC
N/A—16,489-16,489-100%$6.9M———
Dakota Wealth Management
N/A—16,471-16,471-100%$6.8M———
Ballentine Partners, LLC
N/A—15,641-15,641-100%$6.5M———
Wealthspire Advisors, LLC
N/A—15,639-15,639-100%$6.5M———
BTC Capital Management, Inc.
N/A—15,606-15,606-100%$6.5M———
Rothschild Investment LLC
N/A—15,536-15,536-100%$6.5M———
Johnson Financial Group, Inc.
N/A—15,176-15,176-100%$6.3M———
Aimz Investment Advisors, LLC
N/A—15,160-15,160-100%$6.3M———
EFG International AG
N/A—15,036-15,036-100%$6.2M———
Sienna Gestion
N/A—14,716-14,716-100%$6.2M———
Mubadala Investment Co Pjsc
N/A—14,663-14,663-100%$6.1M———
Science & Technology Partners, L.P.
N/A—14,600-14,600-100%$6.1M———
Pure Financial Advisors, LLC
N/A—14,581-14,581-100%$6.1M———
Ameritas Investment Partners, Inc.
N/A—14,525-14,525-100%$6.0M———
Caxton Associates LLP
N/A—14,512-14,512-100%$6.0M———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—14,115-14,115-100%$5.9M———
Vanguard National Trust Co
N/A—13,871-13,871-100%$5.8M———
Winmill & Co. Inc
N/A—13,500-13,500-100%$5.6M———
ABN Amro Bank N.V.
N/A—13,291-13,291-100%$5.6M———
Sectoral Asset Management Inc
N/A—13,235-13,235-100%$5.5M———
Hancock Whitney Corp
N/A—13,028-13,028-100%$5.4M———
Roundview Capital LLC
N/A—13,019-13,019-100%$5.4M———
Logan Capital Management Inc
N/A—12,971-12,971-100%$5.4M———
Mattson Financial Services, LLC
N/A—12,583-12,583-100%$5.3M———
Morton Community Bank
N/A—12,546-12,546-100%$5.2M———
Curi Capital, LLC
N/A—12,452-12,452-100%$5.2M———
Jasper Ridge Partners, L.P.
N/A—12,379-12,379-100%$5.1M———
Savvy Advisors, Inc.
N/A—12,367-12,367-100%$5.1M———
FAS Wealth Partners, Inc.
N/A—12,076-12,076-100%$5.0M———
Altrafin AG
N/A—11,931-11,931-100%$5.0M———
Rench Wealth Management, Inc.
N/A—11,902-11,902-100%$4.9M———
Kayne Anderson Rudnick Investment Management LLC
N/A—11,835-11,835-100%$4.9M———
Van Hulzen Asset Management, LLC
N/A—11,817-11,817-100%$4.9M———
Keebeck Wealth Management
N/A—11,754-11,754-100%$4.9M———
ST Germain D J Co Inc
N/A—11,647-11,647-100%$4.8M———
Osprey Private Wealth LLC
N/A—11,646-11,646-100%$4.8M———
Syon Capital LLC
N/A—11,562-11,562-100%$4.8M———
Penserra Capital Management LLC
N/A—11,477-11,477-100%$4.8M———
Hilton Capital Management, LLC
N/A—11,465-11,465-100%$4.8M———
Onex Canada Asset Management Inc.
N/A—11,436-11,436-100%$4.8M———
Engineers Gate Manager LP
N/A—11,419-11,419-100%$4.7M———
Palouse Capital Management, Inc.
N/A—11,414-11,414-100%$4.7M———
E Fund Management Co., Ltd.
N/A—11,317-11,317-100%$4.7M———
Sandhill Capital Partners LLC
N/A—11,253-11,253-100%$4.7M———
Manhattan West Asset Management, LLC
N/A—11,236-11,236-100%$4.7M———
Ostrum Asset Management
N/A—11,217-11,217-100%$4.7M———
Evolve Private Wealth, LLC
N/A—10,999-10,999-100%$4.6M———
Aurdan Capital Management, LLC
N/A—10,980-10,980-100%$4.6M———
Venturi Wealth Management, LLC
N/A—10,963-10,963-100%$4.6M———
Mmbg Investment Advisors Co.
N/A—10,928-10,928-100%$4.5M———
Advyzon Investment Management, LLC
N/A—10,924-10,924-100%$4.5M———
SIG Brokerage, LP
N/A—10,844-10,844-100%$4.5M———
Glassy Mountain Advisors, Inc.
N/A—10,782-10,782-100%$4.5M———
Tower Research Capital LLC (TRC)
N/A—10,705-10,705-100%$4.4M———
Centaurus Financial, Inc.
N/A—10,661-10,661-100%$4.4M———
Cary Street Partners Financial LLC
N/A—10,577-10,577-100%$4.4M———
Elgethun Capital Management
N/A—10,457-10,457-100%$4.3M———
WCG Wealth Advisors LLC
N/A—10,456-10,456-100%$4.3M———
Kovack Advisors, Inc.
N/A—10,456-10,456-100%$4.4M———
Rehmann Capital Advisory Group
N/A—10,202-10,202-100%$4.2M———
PFG Investments, LLC
N/A—10,130-10,130-100%$4.2M———
Pinnacle Holdings, LLC
N/A—10,102-10,102-100%$4.2M———
Nicolet Bankshares Inc
N/A—10,096-10,096-100%$4.2M———
Bamco Inc
N/A—10,059-10,059-100%$4.2M———
DoubleLine ETF Adviser LP
N/A—10,041-10,041-100%$4.2M———
Smartleaf Asset Management LLC
N/A—9,947-9,947-100%$4.2M———
Berger Financial Group, Inc
N/A—9,944-9,944-100%$4.1M———
IHT Wealth Management, LLC
N/A—9,889-9,889-100%$4.1M———
Ameritas Advisory Services, LLC
N/A—9,856-9,856-100%$4.1M———
Modus Advisors, LLC
N/A—9,824-9,824-100%$4.1M———
BFC Planning, Inc.
N/A—9,771-9,771-100%$4.1M———
Kingsview Wealth Management, LLC
N/A—9,715-9,715-100%$4.0M———
Frec Markets, Inc.
N/A—9,715-9,715-100%$4.0M———
First Foundation Advisors
N/A—9,688-9,688-100%$4.0M———
Exome Asset Management LLC
N/A—9,612-9,612-100%$4.0M———
Fidelis Capital Partners, LLC
N/A—9,602-9,602-100%$4.0M———
Texas Yale Capital Corp.
N/A—9,583-9,583-100%$4.0M———
Pack Private Wealth, LLC
N/A—9,566-9,566-100%$4.0M———
Meiji Yasuda Life Insurance Co
N/A—9,529-9,529-100%$4.0M———
Qtron Investments LLC
N/A—9,450-9,450-100%$3.9M———
Field & Main Bank
N/A—9,445-9,445-100%$3.9M———
New Age Alpha Advisors, LLC
N/A—9,423-9,423-100%$3.9M———
Weik Capital Management
N/A—9,390-9,390-100%$3.9M———
Colonial Trust Co / SC
N/A—9,386-9,386-100%$3.9M———
Insigneo Advisory Services, LLC
N/A—9,343-9,343-100%$3.9M———
Farmers National Bank
N/A—9,323-9,323-100%$3.9M———
SageView Advisory Group, LLC
N/A—9,224-9,224-100%$3.8M———
Parsonex Advisory Services, Inc.
N/A—9,219-9,219-100%$3.8M———
LMR Partners LLP
N/A—9,215-9,215-100%$3.8M———
Whalerock Point Partners, LLC
N/A—9,207-9,207-100%$3.8M———
Estabrook Capital Management
N/A—9,149-9,149-100%$3.8M———
Tenere Capital LLC
N/A—9,122-9,122-100%$3.8M———
Round Rock Advisors LLC
N/A—9,062-9,062-100%$3.8M———
Aviso Financial Inc.
N/A—8,943-8,943-100%$3.7M———
Gladstone Institutional Advisory LLC
N/A—8,888-8,888-100%$3.7M———
Bontempo Ohly Capital Mgmt LLC
N/A—8,831-8,831-100%$3.7M———
Composition Wealth, LLC
N/A—8,787-8,787-100%$3.7M———
Meadowbrook Advisors Group, LLC
N/A—8,778-8,778-100%$3.6M———
Capital Advisors Inc
N/A—8,751-8,751-100%$3.6M———
Jaffetilchin Investment Partners, LLC
N/A—8,724-8,724-100%$3.6M———
Capital Analysts, LLC
N/A—8,656-8,656-100%$3.6M———
GSA Capital Partners LLP
N/A—8,622-8,622-100%$3.6M———
Paralel Advisors LLC
N/A—8,536-8,536-100%$3.5M———
Arvest Bank Trust Division
N/A—8,527-8,527-100%$3.5M———
Timber Creek Capital Management LLC
N/A—8,503-8,503-100%$3.5M———
V2 Financial group LLC
N/A—8,444-8,444-100%$3.5M———
one8zero8, LLC
N/A—8,406-8,406-100%$3.5M———
Sargent Investment Group, LLC
N/A—8,294-8,294-100%$3.4M———
Lighthouse Investment Partners, LLC
N/A—8,285-8,285-100%$3.4M———
Tradewinds, Llc.
N/A—8,190-8,190-100%$5.5M———
Chilton Investment Co Inc.
N/A—8,178-8,178-100%$3.4M———
NorthRock Partners, LLC
N/A—8,104-8,104-100%$3.4M———
Tulsa Wealth Advisors, Inc
N/A—8,090-8,090-100%$3.4M———
F/m Investments LLC
N/A—8,043-8,043-100%$3.3M———
Bcgm Wealth Management, LLC
N/A—8,027-8,027-100%$3.3M———
Kensington Investment Counsel, LLC
N/A—8,019-8,019-100%$3.3M———
Essex Financial Services, Inc.
N/A—7,973-7,973-100%$3.3M———
Stonehage Fleming Financial Services Holdings Ltd
N/A—7,967-7,967-100%$3.3M———
First National Bank of Omaha
N/A—7,943-7,943-100%$3.3M———
Resources Management Corp
N/A—7,911-7,911-100%$3.3M———
Intrust Bank NA
N/A—7,909-7,909-100%$3.3M———
GWN Securities Inc.
N/A—7,790-7,790-100%$3.2M———
Cascades Capital Asset Management, LLC
N/A—7,767-7,767-100%$3.2M———
Fairbanks Capital Management, Inc.
N/A—7,722-7,722-100%$3.2M———
LRT Capital Management, LLC
N/A—7,706-7,706-100%$3.2M———
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
N/A—7,657-7,657-100%$3.2M———
Barbara Oil Co.
N/A—7,500-7,500-100%$3.1M———
Viawealth, LLC
N/A—7,422-7,422-100%$3.1M———
Pinnbrook Capital Management LP
N/A—7,360-7,360-100%$3.1M———
Ceeto Capital Group, LLC
N/A—7,326-7,326-100%$3.0M———
Campbell & Co Investment Adviser LLC
N/A—7,271-7,271-100%$3.0M———
Berkshire Asset Management LLC
N/A—7,238-7,238-100%$3.0M———
Becker Capital Management Inc
N/A—7,160-7,160-100%$3.0M———
Monetary Management Group Inc
N/A—7,033-7,033-100%$2.9M———
44 Wealth Management LLC
N/A—6,967-6,967-100%$2.9M———
Quinn Opportunity Partners LLC
N/A—6,900-6,900-100%$2.9M———
Inkwell Capital LLC
N/A—6,808-6,808-100%$2.8M———
Cannell & Spears LLC
N/A—6,796-6,796-100%$2.8M———
Advisory Alpha, LLC
N/A—6,777-6,777-100%$2.8M———
Pallas Capital Advisors LLC
N/A—6,756-6,756-100%$2.8M———
Choate Investment Advisors
N/A—6,728-6,728-100%$2.8M———
Prosperity Consulting Group, LLC
N/A—6,711-6,711-100%$2.8M———
Argo Wealth Advisory, LLC
N/A—6,710-6,710-100%$2.8M———
Holderness Investments Co
N/A—6,703-6,703-100%$2.8M———
Connable Office Inc
N/A—6,686-6,686-100%$2.8M———
Modern Wealth Management, LLC
N/A—6,669-6,669-100%$2.8M———
Te Ahumairangi Investment Management Ltd
N/A—6,662-6,662-100%$2.8M———
Mitchell Mcleod Pugh & Williams Inc
N/A—6,568-6,568-100%$2.7M———
Transamerica Financial Advisors, LLC
N/A—6,539-6,539-100%$2.7M———
Hilltop Holdings Inc.
N/A—6,420-6,420-100%$2.7M———
Titan Investment Solutions Ltd
N/A—6,323-6,323-100%$2.6M———
New Insight Wealth Advisors
N/A—6,309-6,309-100%$2.6M———
Permanens Capital L.P.
N/A—6,297-6,297-100%$2.6M———
Edgestream Partners, L.P.
N/A—6,295-6,295-100%$2.6M———
RWA Wealth Partners, LLC
N/A—6,246-6,246-100%$2.6M———
Royal Capital Wealth Management, LLC
N/A—6,241-6,241-100%$2.6M———
Boothbay Fund Management, LLC
N/A—6,209-6,209-100%$2.6M———
Bridgewater Associates, LP
N/A—6,197-6,197-100%$2.6M———
Main Street Financial Solutions, LLC
N/A—6,169-6,169-100%$2.6M———
CoreFirst Bank & Trust
N/A—6,082-6,082-100%$2.5M———
Venator Management LLC
N/A—6,065-6,065-100%$2.5M———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—6,057-6,057-100%$2.5M———
Hemenway Trust Co LLC
N/A—6,049-6,049-100%$2.5M———
Silvercrest Asset Management Group LLC
N/A—6,031-6,031-100%$2.5M———
Odyssey Group, LLC
N/A—5,991-5,991-100%$2.5M———
BNP Paribas
N/A—5,923-5,923-100%$2.5M———
IMA Advisory Services, Inc.
N/A—5,912-5,912-100%$2.5M———
Dover Advisors, LLC
N/A—5,872-5,872-100%$1.9M———
Bulltick Wealth Management, LLC
N/A—5,850-5,850-100%$2.4M———
Stratos Wealth Advisors, LLC
N/A—5,841-5,841-100%$2.4M———
Landscape Capital Management, L.L.C.
N/A—5,828-5,828-100%$2.4M———
Aventura Private Wealth, LLC
N/A—5,817-5,817-100%$2.4M———
Brown Financial Advisors
N/A—5,774-5,774-100%$2.4M———
MidFirst Bank
N/A—5,713-5,713-100%$2.4M———
Trivium Point Advisory, LLC
N/A—5,649-5,649-100%$2.3M———
Circle Wealth Management, LLC
N/A—5,629-5,629-100%$2.3M———
Douglass Winthrop Advisors, LLC
N/A—5,608-5,608-100%$2.3M———
Berkeley Capital Partners, LLC
N/A—5,582-5,582-100%$2.3M———
Hillman Capital Management, Inc.
N/A—5,405-5,405-100%$2.2M———
WealthShield Partners, LLC
N/A—5,377-5,377-100%$2.2M———
All Terrain Financial Advisors, LLC
N/A—5,339-5,339-100%$2.2M———
Greenline Partners, LLC
N/A—5,329-5,329-100%$2.2M———
Bridgewater Advisors Inc.
N/A—5,308-5,308-100%$1.7M———
Meridian Wealth Advisors, LLC
N/A—5,269-5,269-100%$2.2M———
LOM Asset Management Ltd
N/A—5,215-5,215-100%$2.2M———
Rowlandmiller & Partners.adv
N/A—5,168-5,168-100%$2.1M———
Paragon Capital Management LLC
N/A—5,159-5,159-100%$2.1M———
Tyche Wealth Partners LLC
N/A—5,150-5,150-100%$2.1M———
Kerrisdale Advisers, LLC
N/A—5,131-5,131-100%$2.1M———
Bank of Nova Scotia Trust Co
N/A—5,047-5,047-100%$2.1M———
Moore Capital Management, LP
N/A—5,000-5,000-100%$2.1M———
Resolute Capital Asset Partners LLC
N/A—5,000-5,000-100%$2.1M———
Cvfg LLC
N/A—4,996-4,996-100%$2.1M———
Sound View Wealth Advisors Group, LLC
N/A—4,992-4,992-100%$2.1M———
Naviter Wealth, LLC
N/A—4,958-4,958-100%$2.1M———
Vista Investment Management
N/A—4,952-4,952-100%$2.1M———
Boston Family Office LLC
N/A—4,891-4,891-100%$2.0M———
Gateway Wealth Partners, LLC
N/A—4,832-4,832-100%$2.0M———
Cahill Financial Advisors Inc
N/A—4,776-4,776-100%$2.0M———
Proficio Capital Partners LLC
N/A—4,748-4,748-100%$2.0M———
Transcend Capital Advisors, LLC
N/A—4,725-4,725-100%$2.0M———
HM Payson & Co
N/A—4,725-4,725-100%$2.0M———
Somerville Kurt F
N/A—4,717-4,717-100%$2.0M———
Prestige Wealth Management Group LLC
N/A—4,716-4,716-100%$2.0M———
OneAscent Financial Services LLC
N/A—4,686-4,686-100%$1.9M———
Safeguard Investment Advisory Group, LLC
N/A—4,682-4,682-100%$1.9M———
One Capital Management, LLC
N/A—4,681-4,681-100%$1.3M———
Richard W. Paul & Associates, LLC
N/A—4,664-4,664-100%$1.9M———
Shufro Rose & Co LLC
N/A—4,646-4,646-100%$1.9M———
Stevens Capital Management LP
N/A—4,600-4,600-100%$1.9M———
Cladis Investment Advisory, LLC
N/A—4,599-4,599-100%$1.9M———
Mayflower Financial Advisors, LLC
N/A—4,587-4,587-100%$1.9M———
RiverPark Advisors, LLC
N/A—4,579-4,579-100%$1.9M———
Pgim Custom Harvest LLC
N/A—4,566-4,566-100%$1.9M———
Flputnam Investment Management Co
N/A—4,550-4,550-100%$1.9M———
Knollwood Investment Advisory, LLC
N/A—4,523-4,523-100%$1.9M———
Guardian Wealth Advisors, LLC / NC
N/A—4,507-4,507-100%$1.9M———
Wealth Alliance, LLC
N/A—4,490-4,490-100%$1.9M———
Alyeska Investment Group, L.P.
N/A—4,458-4,458-100%$1.9M———
Frisch Financial Group, Inc.
N/A—4,442-4,442-100%$1.8M———
Financial Engines Advisors L.L.C.
N/A—4,408-4,408-100%$1.8M———
Aspen Grove Capital, LLC
N/A—4,395-4,395-100%$1.8M———
Thompson David Blair
N/A—4,388-4,388-100%$1.8M———
Neo Ivy Capital Management
N/A—4,386-4,386-100%$1.8M———
LaSalle St. Investment Advisors, LLC
N/A—4,364-4,364-100%$1.8M———
Zuckerman Investment Group, LLC
N/A—4,351-4,351-100%$1.8M———
Chancellor Financial Group WB LP
N/A—4,320-4,320-100%$1.8M———
Private Wealth Asset Management, LLC
N/A—4,313-4,313-100%$1.8M———
George Kaiser Family Foundation
N/A—4,305-4,305-100%$1.8M———
Waterloo Capital, L.P.
N/A—4,304-4,304-100%$1.8M———
Sumitomo Life Insurance Co
N/A—4,301-4,301-100%$1.8M———
Courage Capital Management LLC
N/A—4,300-4,300-100%$1.8M———
First Commonwealth Financial Corp
N/A—4,253-4,253-100%$1.8M———
Cambria Investment Management, L.P.
N/A—4,249-4,249-100%$1.8M———
Navera Investment Management Ltd.
N/A—4,230-4,230-100%$1.8M———
Capstone Investment Advisors, LLC
N/A—4,218-4,218-100%$1.8M———
Stance Capital LLC
N/A—4,207-4,207-100%$1.7M———
Sivia Capital Partners, LLC
N/A—4,206-4,206-100%$1.7M———
PCM Encore, LLC
N/A—4,200-4,200-100%$1.7M———
American Investment Services, Inc.
N/A—4,196-4,196-100%$1.7M———
Duncan Williams Asset Management, LLC
N/A—4,144-4,144-100%$1.7M———
Financial Advisors Network, Inc.
N/A—4,119-4,119-100%$1.7M———
MJP Associates Inc
N/A—4,005-4,005-100%$1.7M———
Needham Investment Management LLC
N/A—4,000-4,000-100%$1.7M———
Magnolia Capital Advisors LLC
N/A—3,982-3,982-100%$1.7M———
Longfellow Investment Management Co LLC
N/A—3,930-3,930-100%$1.6M———
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A—3,889-3,889-100%$1.6M———
Soros Fund Management LLC
N/A—3,885-3,885-100%$1.6M———
Capital Wealth Planning, LLC
N/A—3,845-3,845-100%$1.6M———
LM Advisors LLC
N/A—3,823-3,823-100%$1.6M———
Elk River Wealth Management LLC
N/A—3,804-3,804-100%$1.6M———
Storgate, LLC
N/A—3,792-3,792-100%$1.6M———
Bank Hapoalim BM
N/A—3,780-3,780-100%$1.6M———
Fielder Capital Group LLC
N/A—3,773-3,773-100%$1.6M———
Invst, LLC
N/A—3,772-3,772-100%$1.6M———
Defiance ETFs, LLC
N/A—3,760-3,760-100%$1.6M———
EMC Capital Management
N/A—3,731-3,731-100%$1.6K———
Quotient Wealth Partners, LLC
N/A—3,712-3,712-100%$1.5M———
Bluefin Capital Management, LLC
N/A—3,700-3,700-100%$1.5M———
Union Heritage Capital, LLC
N/A—3,692-3,692-100%$1.5M———
Waddell & Associates, LLC
N/A—3,667-3,667-100%$1.5M———
SlateStone Wealth, LLC
N/A—3,637-3,637-100%$1.5M———
Atom Investors LP
N/A—3,624-3,624-100%$1.5M———
Bull Harbor Capital LLC
N/A—3,623-3,623-100%$1.5M———
Mosaic Family Wealth Partners, LLC
N/A—3,622-3,622-100%$1.5M———
Heartland Bank & Trust Co
N/A—3,597-3,597-100%$1.5M———
X-Square Capital, LLC
N/A—3,582-3,582-100%$1.5M———
Ellenbecker Investment Group
N/A—3,571-3,571-100%$1.5M———
1776 Wealth LLC
N/A—3,569-3,569-100%$1.5M———
Howe & Rusling Inc
N/A—3,565-3,565-100%$1.5M———
RiverFront Investment Group, LLC
N/A—3,556-3,556-100%$1.5M———
Dempze Nancy E
N/A—3,546-3,546-100%$1.5M———
Generation Capital Management LLC
N/A—3,516-3,516-100%$1.5M———
IQ EQ Fund Management (Singapore) Private Ltd
N/A—3,500-3,500-100%$1.5M———
Capital & Planning, LLC
N/A—3,492-3,492-100%$1.5M———
US Asset Management LLC
N/A—3,477-3,477-100%$1.4M———
Intellectus Partners, LLC
N/A—3,453-3,453-100%$1.4M———
Ellevest, Inc.
N/A—3,451-3,451-100%$1.4M———
Bearing Point Capital, LLC
N/A—3,451-3,451-100%$1.4M———
Hartford Funds Management Co LLC
N/A—3,419-3,419-100%$1.4M———
Empirical Asset Management, LLC
N/A—3,408-3,408-100%$1.4M———
Westfield Capital Management Co LP
N/A—3,377-3,377-100%$1.4M———
Chesapeake Asset Management LLC
N/A—3,353-3,353-100%$1.4M———
Requisite Capital Management, LLC
N/A—3,338-3,338-100%$1.4M———
Clare Market Investments LLC
N/A—3,300-3,300-100%$1.4M———
BlueStem Wealth Partners, LLC
N/A—3,281-3,281-100%$1.4M———
Mark Sheptoff Financial Planning, LLC
N/A—3,268-3,268-100%$1.4M———
Founders Financial Alliance, LLC
N/A—3,219-3,219-100%$1.3M———
Davis R M Inc
N/A—3,213-3,213-100%$1.3M———
Marble Wealth, LLC
N/A—3,200-3,200-100%$1.3M———
Burnham & Co LLC
N/A—3,155-3,155-100%$1.3M———
Roberts Glore & Co Inc
N/A—3,147-3,147-100%$1.3M———
Harbour Investment Management LLC
N/A—3,146-3,146-100%$1.3M———
TRB Wealth Management, LLC
N/A—3,137-3,137-100%$1.3M———
Zhang Financial LLC
N/A—3,128-3,128-100%$1.3M———
Wellspring Financial Advisors, LLC
N/A—3,115-3,115-100%$1.3M———
Hound Partners, LLC
N/A—3,106-3,106-100%$1.3M———
Keel Point, LLC
N/A—3,098-3,098-100%$1.3M———
Pacific Point Advisors, LLC
N/A—3,088-3,088-100%$1.3M———
Clarendon Private LLC
N/A—3,086-3,086-100%$1.3M———
Coastwise Capital Group, LLC
N/A—3,068-3,068-100%$1.3M———
Connors Investor Services Inc
N/A—3,057-3,057-100%$1.3M———
Marathon Trading Investment Management LLC
N/A—3,049-3,049-100%$1.3M———
SCS Capital Management LLC
N/A—3,017-3,017-100%$1.3M———
Legato Capital Management LLC
N/A—3,017-3,017-100%$1.3M———
Earnest Partners LLC
N/A—3,005-3,005-100%$1.2M———
Klcm Advisors, Inc.
N/A—2,988-2,988-100%$1.2M———
Calton & Associates, Inc.
N/A—2,975-2,975-100%$1.2M———
Ingalls & Snyder LLC
N/A—2,945-2,945-100%$1.2M———
Tolleson Wealth Management, Inc.
N/A—2,942-2,942-100%$1.2M———
Range Advisory, LLC
N/A—2,934-2,934-100%$1.2M———
Fortress Private Ledger, LLC
N/A—2,932-2,932-100%$1.2M———
Foster & Motley Inc
N/A—2,907-2,907-100%$1.2M———
Coppell Advisory Solutions LLC
N/A—2,905-2,905-100%$977.8K———
SBI Okasan Asset Management Co.Ltd.
N/A—2,900-2,900-100%$1.2M———
Stonebrook Private Inc.
N/A—2,881-2,881-100%$1.2M———
Rothschild Wealth LLC
N/A—2,881-2,881-100%$1.2M———
Inspire Advisors, LLC
N/A—2,866-2,866-100%$1.2M———
Cary Street Partners Investment Advisory LLC
N/A—2,855-2,855-100%$1.2M———
HHM Wealth Advisors, LLC
N/A—2,820-2,820-100%$1.2M———
TCM Advisors, LLC
N/A—2,800-2,800-100%$1.2M———
Stoneridge Investment Partners LLC
N/A—2,778-2,778-100%$1.2M———
Fukoku Mutual Life Insurance Co
N/A—2,774-2,774-100%$1.2M———
Financial Sense Advisors, Inc.
N/A—2,757-2,757-100%$1.1M———
GeoWealth Management, LLC
N/A—2,747-2,747-100%$1.1M———
Castle Wealth Management LLC
N/A—2,721-2,721-100%$1.1M———
Perennial Investment Advisors, LLC
N/A—2,710-2,710-100%$1.1M———
Acorns Advisers, LLC
N/A—2,706-2,706-100%$1.1M———
Bank of Hawaii
N/A—2,699-2,699-100%$1.1M———
Strategic Financial Services, Inc.
N/A—2,697-2,697-100%$1.1M———
Dean Investment Associates, LLC
N/A—2,682-2,682-100%$1.1M———
Sun Financial Inc
N/A—2,681-2,681-100%$1.1M———
New Republic Capital, LLC
N/A—2,680-2,680-100%$1.1M———
Legend Capital Advisors LLC
N/A—2,676-2,676-100%$1.1M———
Mission Creek Capital Partners, Inc.
N/A—2,676-2,676-100%$1.1M———
Boreal Capital Management LLC
N/A—2,669-2,669-100%$1.1M———
Atlas Legacy Advisors, LLC
N/A—2,660-2,660-100%$1.1M———
Atlanta Consulting Group Advisors, LLC
N/A—2,653-2,653-100%$1.1M———
Townsquare Capital LLC
N/A—2,649-2,649-100%$1.1M———
Tailwinds Wealth, LLC
N/A—2,648-2,648-100%$1.1M———
American Money Management, LLC
N/A—2,637-2,637-100%$1.1M———
Baader Bank Aktiengesellschaft
N/A—2,600-2,600-100%$1.1M———
Cambient Family Office, LLC
N/A—2,593-2,593-100%$1.1M———
Smith, Moore & Co.
N/A—2,592-2,592-100%$1.1M———
Wrapmanager Inc
N/A—2,565-2,565-100%$1.1M———
GW&K Investment Management, LLC
N/A—2,552-2,552-100%$1.1M———
Baldwin Investment Management, LLC
N/A—2,529-2,529-100%$1.1M———
DV Trading LLC
N/A—2,528-2,528-100%$1.1M———
Brand Asset Management Group, Inc.
N/A—2,523-2,523-100%$1.0M———
FourThought Financial Partners, LLC
N/A—2,519-2,519-100%$1.0M———
Granite Harbor Advisors, Inc.
N/A—2,498-2,498-100%$1.0M———
Continuum Advisory, LLC
N/A—2,489-2,489-100%$1.0M———
Arcus Capital Partners, LLC
N/A—2,489-2,489-100%$1.0M———
Everpar Advisors LLC
N/A—2,485-2,485-100%$1.0M———
Cyber Hornet ETFs LLC
N/A—2,473-2,473-100%$1.0M———
Tower Bridge Advisors
N/A—2,447-2,447-100%$1.0M———
Counterweight Ventures, LLC
N/A—2,446-2,446-100%$1.0M———
Jackson Thornton Wealth Management, LLC
N/A—2,446-2,446-100%$1.0M———
Jacobs Equity LLC
N/A—2,443-2,443-100%$1.0M———
Patron Partners, LLC
N/A—2,428-2,428-100%$1.0M———
Sunflower Bank, N.A.
N/A—2,426-2,426-100%$1.0M———
Sompo Asset Management Co., Ltd.
N/A—2,410-2,410-100%$1.0M———
Rothschild Capital Partners, LLC
N/A—2,400-2,400-100%$997.5K———
Gamco Investors, Inc. ET AL
N/A—2,385-2,385-100%$991.3K———
Coign Capital Advisors LLC
N/A—2,369-2,369-100%$984.6K———
Ironwood Investment Counsel, LLC
N/A—2,363-2,363-100%$982.5K———
Sagewood Asset Management LP
N/A—2,349-2,349-100%$976.3K———
DF Dent & Co Inc
N/A—2,319-2,319-100%$963.8K———
Sovereign Financial Group, Inc.
N/A—2,317-2,317-100%$963.2K———
Richmond Brothers, Inc.
N/A—2,313-2,313-100%$961.4K———
Basecamp Wealth Advisors LLC
N/A—2,312-2,312-100%$960.9K———
Stratos Investment Management, LLC
N/A—2,299-2,299-100%$955.6K———
CVA Family Office, LLC
N/A—2,297-2,297-100%$954.7K———
Prasad Wealth Partners, LLC
N/A—2,291-2,291-100%$952.4K———
Evernest Financial Advisors, LLC
N/A—2,280-2,280-100%$947.7K———
Mason & Associates Inc
N/A—2,266-2,266-100%$941.8K———
BSW Wealth Partners
N/A—2,266-2,266-100%$941.7K———
S&T Bank
N/A—2,265-2,265-100%$941.4K———
Crews Bank & Trust
N/A—2,262-2,262-100%$940.2K———
OneAscent Family Office, LLC
N/A—2,262-2,262-100%$940.2K———
Goepper Burkhardt LLC
N/A—2,257-2,257-100%$938.1K———
FCA Corp
N/A—2,247-2,247-100%$933.9K———
Jackson, Grant Investment Advisers, Inc.
N/A—2,237-2,237-100%$929.9K———
Cape COD Five Cents Savings Bank
N/A—2,236-2,236-100%$929.3K———
Lbmc Investment Advisors, LLC
N/A—2,235-2,235-100%$928.8K———
Cercano Management LLC
N/A—2,211-2,211-100%$919.0K———
Sfmg, LLC
N/A—2,207-2,207-100%$917.5K———
Topsail Wealth Management, LLC
N/A—2,202-2,202-100%$915.2K———
Garrison Point Advisors, LLC
N/A—2,187-2,187-100%$909.0K———
Oxbow Advisors, LLC
N/A—2,153-2,153-100%$894.9K———
Synergy Investment Management, LLC
N/A—2,141-2,141-100%$890.5K———
Taylor Hoffman Capital Management LLC
N/A—2,141-2,141-100%$889.9K———
Coastal Bridge Advisors, LLC
N/A—2,128-2,128-100%$884.2K———
Advisory Research Inc
N/A—2,124-2,124-100%$882.8K———
Wallace Capital Management Inc.
N/A—2,119-2,119-100%$880.7K———
Broderick Brian C
N/A—2,112-2,112-100%$877.8K———
CIM Investment Management Inc
N/A—2,106-2,106-100%$875.3K———
Wilson & Boucher Capital Management, LLC
N/A—2,095-2,095-100%$870.8K———
Spirepoint Private Client, LLC
N/A—2,069-2,069-100%$860.0K———
BOK Financial Private Wealth, Inc.
N/A—2,062-2,062-100%$857.0K———
Legacy Wealth Advisors, LLC
N/A—2,061-2,061-100%$856.6K———
Vaughan Nelson Investment Management, L.P.
N/A—2,060-2,060-100%$856.2K———
Fort Point Capital Partners LLC
N/A—2,042-2,042-100%$848.7K———
Okabena Investment Services Inc
N/A—2,031-2,031-100%$844.1K———
Massachusetts Financial Services Co
N/A—2,026-2,026-100%$842.1K———
Ballast Advisors LLC
N/A—2,024-2,024-100%$841.2K———
Forty-three Eighteen Advisors, LLC
N/A—2,019-2,019-100%$839.2K———
Keystone Financial Group
N/A—2,007-2,007-100%$834.4K———
Aspire Growth Partners LLC
N/A—1,999-1,999-100%$831.0K———
FOX RUN Management, L.L.C.
N/A—1,999-1,999-100%$830.8K———
Corsicana & Co.
N/A—1,996-1,996-100%$829.6K———
Glen Eagle Advisors, LLC
N/A—1,985-1,985-100%$824.9K———
Flow Traders U.S. LLC
N/A—1,966-1,966-100%$817.0K———
Godshalk Welsh Capital Management, Inc.
N/A—1,945-1,945-100%$808.4K———
Landing Point Financial Group, LLC
N/A—1,938-1,938-100%$805.5K———
Keating Financial Advisory Services, Inc.
N/A—1,931-1,931-100%$802.6K———
1ST Source Bank
N/A—1,930-1,930-100%$802.2K———
Lumbard & Kellner, LLC
N/A—1,928-1,928-100%$801.3K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1,921-1,921-100%$798.3K———
Peak Asset Management, LLC
N/A—1,912-1,912-100%$794.7K———
WealthTrust Axiom LLC
N/A—1,907-1,907-100%$792.6K———
Hexagon Capital Partners LLC
N/A—1,900-1,900-100%$789.5K———
Saber Capital Managment, LLC
N/A—1,900-1,900-100%$789.7K———
Tiemann Investment Advisors, LLC
N/A—1,894-1,894-100%$787.5K———
Teucrium Investment Advisors, LLC
N/A—1,892-1,892-100%$786.4K———
Alpine Woods Capital Investors, LLC
N/A—1,888-1,888-100%$784.7K———
Medallion Wealth Advisors, LLC
N/A—1,880-1,880-100%$781.8K———
Hodges Capital Management Inc.
N/A—1,875-1,875-100%$779.3K———
Strategies Wealth Advisors, LLC
N/A—1,869-1,869-100%$776.9K———
CCG Wealth Management, LLC
N/A—1,858-1,858-100%$772.2K———
KEB Asset Management, LLC
N/A—1,850-1,850-100%$768.9K———
Diamant Asset Management, Inc.
N/A—1,847-1,847-100%$767.7K———
Lifeworks Advisors, LLC
N/A—1,847-1,847-100%$767.7K———
Piedmont Capital Management, LLC
N/A—1,846-1,846-100%$789.0K———
First American Trust, FSB
N/A—1,845-1,845-100%$766.8K———
Fuller & Thaler Asset Management, Inc.
N/A—1,831-1,831-100%$761.0K———
Pekao Towarzystwo Funduszy Inwestycyjnych S.A.
N/A—1,824-1,824-100%$758.1K———
Khazanah Nasional Berhad
N/A—1,823-1,823-100%$757.7K———
Presidio Capital Management, LLC
N/A—1,822-1,822-100%$757.3K———
Summitry LLC
N/A—1,821-1,821-100%$756.9K———
Element Wealth, LLC
N/A—1,817-1,817-100%$755.0K———
Twin Peaks Wealth Advisors, LLC
N/A—1,785-1,785-100%$741.7K———
Vantus Wealth LLC
N/A—1,782-1,782-100%$740.7K———
Winthrop Partners - WNY, LLC
N/A—1,780-1,780-100%$739.8K———
Sierra Capital LLC
N/A—1,779-1,779-100%$739.4K———
Broadwater Capital Management LLC
N/A—1,754-1,754-100%$729.0K———
Blackhawk Capital Partners, LLC
N/A—1,751-1,751-100%$727.8K———
Rexford Capital Inc
N/A—1,749-1,749-100%$726.9K———
Hollencrest Capital Management
N/A—1,746-1,746-100%$725.7K———
Horizon Kinetics Asset Management LLC
N/A—1,745-1,745-100%$725.3K———
Drucker Wealth 3.0, LLC
N/A—1,725-1,725-100%$717.0K———
Novak & Powell Financial Services, Inc.
N/A—1,702-1,702-100%$707.2K———
Winton Group Ltd
N/A—1,701-1,701-100%$707.0K———
1015 Capital Partners, LLC
N/A—1,699-1,699-100%$706.2K———
Ethos Financial Group, LLC
N/A—1,699-1,699-100%$714.7K———
Claris Advisors, LLC / MO /
N/A—1,663-1,663-100%$691.2K———
Prospect Financial Services LLC
N/A—1,658-1,658-100%$689.0K———
Resolute Wealth Strategies, LLC
N/A—1,658-1,658-100%$689.1K———
CFO4Life Group, LLC
N/A—1,653-1,653-100%$687.0K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—1,646-1,646-100%$684.1K———
Alteri Wealth LLC
N/A—1,646-1,646-100%$684.1K———
Caerus Investment Advisors, LLC
N/A—1,640-1,640-100%$681.6K———
Mustico Financial Group, Inc.
N/A—1,637-1,637-100%$629.3K———
Tiaa Trust, National Association
N/A—1,619-1,619-100%$672.9K———
Dark Forest Capital Management LP
N/A—1,618-1,618-100%$672.5K———
Graham Capital Management, L.P.
N/A—1,607-1,607-100%$667.9K———
RK Capital Management, LLC
N/A—1,600-1,600-100%$665.0K———
Harbor Advisors LLC
N/A—1,600-1,600-100%$665.0K———
Pointe Capital Management LLC
N/A—1,595-1,595-100%$662.9K———
Cascade Financial Partners, LLC
N/A—1,578-1,578-100%$655.8K———
Brookwood Investment Group LLC
N/A—1,574-1,574-100%$654.1K———
Baron Silver Stevens Financial Advisors, LLC
N/A—1,565-1,565-100%$650.5K———
Southeast Asset Advisors, LLC
N/A—1,559-1,559-100%$647.8K———
Olde Wealth Management, LLC
N/A—1,559-1,559-100%$647.0K———
Fosun International Ltd
N/A—1,548-1,548-100%$643.4K———
Stokes Family Office, LLC
N/A—1,541-1,541-100%$640.5K———
Rollins Financial Advisors, LLC
N/A—1,540-1,540-100%$639.9K———
FWG Holdings, LLC
N/A—1,538-1,538-100%$647.1K———
Gilbert & Cook, Inc.
N/A—1,536-1,536-100%$638.4K———
Seeds Investor LLC
N/A—1,531-1,531-100%$636.3K———
Phillips Wealth Planners LLC
N/A—1,516-1,516-100%$649.1K———
Cofg Advisors, LLC
N/A—1,509-1,509-100%$627.1K———
Hurricane Capital Advisors LLC
N/A—1,500-1,500-100%$623.4K———
Pursue Wealth Partners LLC
N/A—1,500-1,500-100%$623.4K———
Axis Wealth Partners, LLC
N/A—1,498-1,498-100%$622.4K———
Flatrock Wealth Partners LLC
N/A—1,494-1,494-100%$621.1K———
Sandro Wealth Management LLC
N/A—1,494-1,494-100%$620.8K———
Thomasville National Bank
N/A—1,488-1,488-100%$618.5K———
Ames National Corp
N/A—1,471-1,471-100%$611.4K———
Aspen Wealth Strategies, LLC
N/A—1,457-1,457-100%$605.4K———
Regal Investment Advisors LLC
N/A—1,453-1,453-100%$603.9K———
FSB Premier Wealth Management, Inc.
N/A—1,449-1,449-100%$602.1K———
SHP Wealth Management
N/A—1,429-1,429-100%$593.8K———
Persistent Asset Partners Ltd
N/A—1,427-1,427-100%$593.1K———
Better Way Financial, LLC
N/A—1,420-1,420-100%$590.6K———
Puzo Michael J
N/A—1,415-1,415-100%$588.1K———
Forefront Analytics, LLC
N/A—1,409-1,409-100%$585.8K———
GTS Securities LLC
N/A—1,405-1,405-100%$584.0K———
Dynamic Technology Lab Private Ltd
N/A—1,400-1,400-100%$582.0K———
Paces Ferry Wealth Advisors, LLC
N/A—1,393-1,393-100%$579.0K———
UP Strategic Wealth Investment Advisors LLC
N/A—1,386-1,386-100%$572.1K———
Fiduciary Group, LLC
N/A—1,378-1,378-100%$572.7K———
RFP Financial Group LLC
N/A—1,377-1,377-100%$572.4K———
Secured Retirement Advisors, LLC
N/A—1,374-1,374-100%$571.1K———
Kintra Wealth, LLC
N/A—1,367-1,367-100%$545.5K———
Retirement Planning Group, LLC / NY
N/A—1,359-1,359-100%$564.7K———
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A—1,359-1,359-100%$564.8K———
Westwood Holdings Group Inc
N/A—1,345-1,345-100%$559.0K———
Measured Wealth Private Client Group, LLC
N/A—1,331-1,331-100%$553.2K———
Wealth Management Associates, Inc.
N/A—1,328-1,328-100%$551.8K———
Octavia Wealth Advisors, LLC
N/A—1,317-1,317-100%$547.2K———
Hills Bank & Trust Co
N/A—1,313-1,313-100%$545.7K———
Maridea Wealth Management LLC
N/A—1,309-1,309-100%$544.0K———
Lansing Street Advisors
N/A—1,300-1,300-100%$540.4K———
Strategic Wealth Partners, Ltd.
N/A—1,298-1,298-100%$539.4K———
E-Wealth Partners, LLC
N/A—1,297-1,297-100%$539.1K———
Custos Family Office, LLC
N/A—1,296-1,296-100%$538.8K———
Cozad Asset Management Inc
N/A—1,294-1,294-100%$537.6K———
Banque Transatlantique SA
N/A—1,283-1,283-100%$513.7K———
PSI Advisors, LLC
N/A—1,278-1,278-100%$531.2K———
Orleans Capital Management Corp
N/A—1,275-1,275-100%$529.9K———
SageGuard Financial Group, LLC
N/A—1,275-1,275-100%$529.9K———
EWA, LLC
N/A—1,267-1,267-100%$526.8K———
Severin Investments, LLC
N/A—1,267-1,267-100%$526.6K———
Core Alternative Capital
N/A—1,265-1,265-100%$525.8K———
Bannerstone Capital Management, LLC
N/A—1,257-1,257-100%$522.4K———
VeraBank, N.A.
N/A—1,256-1,256-100%$522.0K———
RB Capital Management, LLC
N/A—1,247-1,247-100%$518.1K———
Ponta Wealth Partners, LLC
N/A—1,246-1,246-100%$517.9K———
Mirova
N/A—1,246-1,246-100%$517.9K———
Bouchey Financial Group, Ltd.
N/A—1,242-1,242-100%$516.2K———
Fieldview Capital Management, LLC
N/A—1,241-1,241-100%$515.8K———
Faithward Advisors, LLC
N/A—1,234-1,234-100%$513.0K———
Voya Financial Advisors, Inc.
N/A—1,228-1,228-100%$515.5K———
Ameriflex Group, Inc.
N/A—1,228-1,228-100%$510.5K———
Members Trust Co
N/A—1,225-1,225-100%$509.1K———
VestGen Investment Management
N/A—1,196-1,196-100%$497.1K———
Oxinas Partners, LLC
N/A—1,185-1,185-100%$492.4K———
Martingale Asset Management L P
N/A—1,182-1,182-100%$491.3K———
AssuredPartners Investment Advisors, LLC
N/A—1,179-1,179-100%$490.2K———
Kera Capital Partners, Inc.
N/A—1,179-1,179-100%$490.0K———
Summit Wealth Partners, LLC
N/A—1,177-1,177-100%$489.3K———
Peak Retirement Planning, Inc.
N/A—1,170-1,170-100%$486.2K———
First Western Trust Bank
N/A—1,165-1,165-100%$484.2K———
Per Stirling Capital Management, Llc.
N/A—1,143-1,143-100%$475.2K———
CCM Investment Advisers LLC
N/A—1,131-1,131-100%$470.1K———
Granite Bay Wealth Management, LLC
N/A—1,127-1,127-100%$468.0K———
Clifford Group, LLC
N/A—1,120-1,120-100%$465.5K———
Frazier Financial Advisors, LLC
N/A—1,120-1,120-100%$465.6K———
Maxele Advisors, LLC
N/A—1,120-1,120-100%$465.6K———
Alvarez & Marsal Private Wealth Partners, LLC
N/A—1,119-1,119-100%$465.1K———
Wealthspire Retirement, LLC
N/A—1,113-1,113-100%$462.5K———
Planning Center, Inc.
N/A—1,112-1,112-100%$462.2K———
Atlas Wealth LLC
N/A—1,110-1,110-100%$461.3K———
Ionic Capital Management LLC
N/A—1,109-1,109-100%$460.9K———
Roehl & Yi Investment Advisors, LLC
N/A—1,102-1,102-100%$458.0K———
O'rourke & Company, Inc
N/A—1,089-1,089-100%$452.7K———
E Fund Management (Hong Kong) Co., Ltd.
N/A—1,088-1,088-100%$452.2K———
Planning Alternatives LTD
N/A—1,081-1,081-100%$449.3K———
Copley Financial Group, Inc.
N/A—1,075-1,075-100%$446.8K———
Wick Capital Partners, LLC
N/A—1,073-1,073-100%$445.8K———
Aigen Investment Management, LP
N/A—1,072-1,072-100%$445.6K———
Second Line Capital, LLC
N/A—1,066-1,066-100%$442.9K———
Consilio Wealth Advisors, LLC
N/A—1,065-1,065-100%$442.5K———
Strategic Investment Advisors / MI
N/A—1,064-1,064-100%$442.1K———
LeClair Wealth Partners LLC
N/A—1,064-1,064-100%$442.3K———
Palisades Hudson Asset Management, L.P.
N/A—1,047-1,047-100%$426.0K———
Bellars Harris Wealth Management, LLC
N/A—1,044-1,044-100%$433.9K———
Caitlin John, LLC
N/A—1,038-1,038-100%$431.4K———
BlackDiamond Wealth Management, LLC
N/A—1,023-1,023-100%$418.1K———
Bolthouse Investments, LLC
N/A—1,021-1,021-100%$424.4K———
Wealthquest Corp
N/A—1,019-1,019-100%$423.5K———
JMN Financial LLC
N/A—1,003-1,003-100%$417.1K———
Top Private Wealth Llc.
N/A—1,003-1,003-100%$417.0K———
Cohen & Steers, Inc.
N/A—1,000-1,000-100%$416.0K———
SkyView Investment Advisors, LLC
N/A—1,000-1,000-100%$416.0K———
McMillan Office, Inc.
N/A—1,000-1,000-100%$415.6K———
Papamarkou Wellner Asset Management inc.
N/A—1,000-1,000-100%$270.6K———
Integrated Investment Consultants, LLC
N/A—999-999-100%$415.2K———
Asset Management Group, Inc.
N/A—994-994-100%$413.1K———
Dynasty Wealth Management, LLC
N/A—994-994-100%$413.2K———
Summit Wealth & Retirement Planning, Inc.
N/A—992-992-100%$412.3K———
Palmer Knight Co
N/A—985-985-100%$409.4K———
Knightsbridge Asset Management, LLC
N/A—982-982-100%$408.2K———
Capital Markets Trading UK LLP
N/A—979-979-100%$407.0K———
Trinity Legacy Partners, LLC
N/A—976-976-100%$413.3K———
Cornerstone Financial Management LLC
N/A—974-974-100%$404.8K———
Walter & Keenan Wealth Management LLC
N/A—965-965-100%$401.1K———
Disciplined Investors, L.L.C.
N/A—963-963-100%$400.4K———
Gallagher Fiduciary Advisors, LLC
N/A—962-962-100%$400.0K———
CM Wealth Advisors LLC
N/A—961-961-100%$399.4K———
Affinity Investment Advisors, LLC
N/A—955-955-100%$396.9K———
Kiley Juergens Wealth Management, LLC
N/A—952-952-100%$395.8K———
Heartland Advisors Inc
N/A—945-945-100%$392.8K———
Bridgefront Capital, LLC
N/A—939-939-100%$390.3K———
Intellus Advisors LLC
N/A—934-934-100%$388.2K———
Satovsky Asset Management LLC
N/A—928-928-100%$385.7K———
Blalock Williams, LLC
N/A—921-921-100%$382.8K———
Lafayette Investments, Inc.
N/A—918-918-100%$381.5K———
SSI Investment Management LLC
N/A—901-901-100%$374.5K———
Westbourne Investments, Inc.
N/A—900-900-100%$374.1K———
Koss-Olinger Consulting, LLC
N/A—898-898-100%$373.3K———
Simmons Bank
N/A—898-898-100%$373.2K———
Xcelsior Advisor Partners LLC
N/A—896-896-100%$372.6K———
Destination Wealth Management
N/A—891-891-100%$370.4K———
Synergy Financial Group, LTD
N/A—887-887-100%$368.7K———
Ark Wealth Advisors LLC
N/A—886-886-100%$368.2K———
Beto Financial Group, LLC
N/A—883-883-100%$372.2K———
Omnia Family Wealth, LLC
N/A—878-878-100%$364.9K———
Pasadena Private Wealth, LLC
N/A—870-870-100%$361.6K———
SummitTX Capital, L.P.
N/A—870-870-100%$361.6K———
Fourth Dimension Wealth, LLC
N/A—865-865-100%$359.6K———
Capstone Financial Advisors, Inc.
N/A—860-860-100%$357.4K———
Jensen Investment Management Inc
N/A—859-859-100%$357.0K———
Red Wave Investments LLC
N/A—853-853-100%$354.5K———
Runnymede Capital Advisors, Inc.
N/A—852-852-100%$354.1K———
Webster Bank, N. A.
N/A—840-840-100%$349.1K———
Odyssean, LLC
N/A—838-838-100%$348.3K———
Invictus Private Wealth, LLC
N/A—838-838-100%$348.3K———
Lavaca Capital LLC
N/A—837-837-100%$347.9K———
Palisade Capital Management, LP
N/A—832-832-100%$345.8K———
WJ Financial Advisors LLC
N/A—831-831-100%$345.4K———
Stillwater Capital Advisors, LLC
N/A—830-830-100%$345.0K———
Delaney Dennis R
N/A—825-825-100%$342.9K———
Crux Wealth Advisors
N/A—813-813-100%$338.1K———
Whetstone Capital Advisors, LLC
N/A—811-811-100%$337.1K———
Bruce G. Allen Investments, LLC
N/A—808-808-100%$335.8K———
SOA Wealth Advisors, Llc.
N/A—807-807-100%$335.4K———
Steigerwald, Gordon & Koch Inc.
N/A—807-807-100%$335.3K———
New World Advisors LLC
N/A—800-800-100%$332.5K———
Allied Private Wealth LLC
N/A—799-799-100%$340.1K———
Holistic Financial Partners
N/A—795-795-100%$330.6K———
PeakShares LLC
N/A—793-793-100%$329.6K———
Granger Management LLC
N/A—793-793-100%$329.6K———
Ritter Daniher Financial Advisory LLC / de
N/A—792-792-100%$329.3K———
Family Manage LLC
N/A—791-791-100%$328.8K———
Sandy Cove Advisors, LLC
N/A—788-788-100%$327.7K———
White Knight Strategic Wealth Advisors, LLC
N/A—784-784-100%$325.9K———
AlphaGrep UK Ltd
N/A—781-781-100%$324.6K———
Calydon Capital
N/A—780-780-100%$324.0K———
Westshore Wealth, LLC
N/A—779-779-100%$323.8K———
Heron Bay Capital Management
N/A—776-776-100%$322.5K———
Investor's Fiduciary Advisor Network, LLC
N/A—771-771-100%$320.0K———
American Financial Advisors, LLC
N/A—766-766-100%$318.4K———
Oxford Wealth Group, LLC
N/A—763-763-100%$316.9K———
CTC Alternative Strategies, Ltd.
N/A—760-760-100%$315.9K———
Magnetar Financial LLC
N/A—759-759-100%$315.5K———
Genesis Financial Group, LLC
N/A—755-755-100%$313.8K———
Everest Private Wealth
N/A—754-754-100%$313.5K———
NCP Inc.
N/A—750-750-100%$311.7K———
Millstone Evans Group, LLC
N/A—743-743-100%$308.8K———
Canal Capital Management, LLC
N/A—742-742-100%$308.4K———
Boston Research & Management Inc
N/A—740-740-100%$307.6K———
Cedar Wealth Management, LLC
N/A—737-737-100%$306.5K———
Brooks, Moore & Associates, Inc.
N/A—737-737-100%$306.3K———
360 Financial, Inc.
N/A—736-736-100%$305.9K———
Birchcreek Wealth Management, LLC
N/A—733-733-100%$304.7K———
Mokan Wealth Management Inc.
N/A—727-727-100%$301.3K———
Daner Wealth Management, LLC
N/A—720-720-100%$287.4K———
HighMark Wealth Management LLC
N/A—720-720-100%$299.3K———
Christine Messmer PC
N/A—719-719-100%$298.6K———
Westmount Partners, LLC
N/A—718-718-100%$298.5K———
Bollard Group LLC
N/A—715-715-100%$297.0K———
Fairview Capital Investment Management, LLC
N/A—710-710-100%$295.1K———
STG Securities, LLC
N/A—707-707-100%$293.9K———
Skandinaviska Enskilda Banken AB (publ)
N/A—707-707-100%$293.7K———
Allred Capital Management, LLC
N/A—704-704-100%$292.6K———
Bogart Wealth, LLC
N/A—703-703-100%$292.0K———
Argent Advisors, Inc.
N/A—703-703-100%$292.2K———
Betterment LLC
N/A—697-697-100%$290.0K———
Stonebridge Financial Group, LLC / MO
N/A—696-696-100%$289.4K———
Bank of the Bluegrass & Trust Co.
N/A—696-696-100%$255.5K———
Abbot Financial Management, Inc.
N/A—695-695-100%$289.0K———
Permanent Capital Management, LP
N/A—694-694-100%$288.4K———
Quarry LP
N/A—693-693-100%$288.0K———
Jupiter Asset Management LTD
N/A—688-688-100%$286.0K———
Seldon Capital LP
N/A—687-687-100%$285.5K———
Leo H. Evart, Inc.
N/A—686-686-100%$285.2K———
IFS Group,LLC
N/A—682-682-100%$283.5K———
Klingenstein Fields & Co LP
N/A—680-680-100%$282.6K———
Wayfinding Financial, LLC
N/A—675-675-100%$280.0K———
Kidder Stephen W
N/A—675-675-100%$280.6K———
Gabelli & Co Investment Advisers, Inc.
N/A—675-675-100%$280.6K———
Vance Wealth, LLC
N/A—668-668-100%$277.7K———
Mayport, LLC
N/A—661-661-100%$274.6K———
Trailhead Planners LLC
N/A—652-652-100%$271.0K———
Northstar Group, Inc.
N/A—649-649-100%$269.7K———
Bank OZK
N/A—646-646-100%$268.5K———
Orcam Financial Group
N/A—645-645-100%$268.1K———
One Charles Private Wealth Services, LLC
N/A—645-645-100%$267.9K———
K.J. Harrison & Partners Inc
N/A—644-644-100%$267.7K———
Harvest Investment Services, LLC
N/A—636-636-100%$264.3K———
J. M. Brown & Associates Inc.
N/A—636-636-100%$264.3K———
Keynote Financial Services LLC
N/A—630-630-100%$261.8K———
Golden Road Advisors LLC
N/A—626-626-100%$260.1K———
Seneca House Advisors
N/A—622-622-100%$258.6K———
Blue Chip Partners, LLC
N/A—622-622-100%$258.4K———
Strait & Sound Wealth Management LLC
N/A—618-618-100%$256.9K———
IFC Advisors LLC
N/A—615-615-100%$255.6K———
Crewe Advisors LLC
N/A—613-613-100%$254.7K———
Eaton-Cambridge Inc.
N/A—610-610-100%$253.5K———
Panoramic Capital Partners, LLC
N/A—604-604-100%$251.0K———
Capital Financial Group Inc\co\
N/A—603-603-100%$250.7K———
Strategic Financial Concepts, LLC
N/A—602-602-100%$250.3K———
First Dallas Securities Inc.
N/A—600-600-100%$249.4K———
Independent Family Office, LLC
N/A—600-600-100%$249.4K———
Arini Capital Management Ltd
N/A—600-600-100%$249.4K———
Garden State Investment Advisory Services LLC
N/A—597-597-100%$248.3K———
JT Stratford LLC
N/A—596-596-100%$247.7K———
Fortis Capital Management LLC
N/A—592-592-100%$246.2K———
Gambit Capital Management, LLC
N/A—591-591-100%$245.6K———
Dimension Capital Management LLC
N/A—591-591-100%$245.6K———
First National Advisers, LLC
N/A—588-588-100%$244.4K———
Viaable, LLC
N/A—586-586-100%$250.1K———
Polymer Capital Management (US) LLC
N/A—585-585-100%$243.1K———
Walleye Capital LLC
N/A—582-582-100%$241.9K———
Alley Investment Management Company, LLC
N/A—580-580-100%$241.0K———
Sittner & Nelson, LLC
N/A—578-578-100%$240.3K———
One Wealth Advisors, LLC
N/A—570-570-100%$237.0K———
Berry Wealth Group, LP
N/A—567-567-100%$235.6K———
Prelude Capital Management, LLC
N/A—566-566-100%$235.2K———
Exit Wealth Advisors, Llc.
N/A—566-566-100%$235.2K———
Integrity Financial Corp
N/A—566-566-100%$235.2K———
Axiom Financial Strategies, LLC
N/A—558-558-100%$231.9K———
Legacy Capital Wealth Management, LLC
N/A—557-557-100%$231.5K———
Saiph Capital, LLC
N/A—551-551-100%$229.0K———
Blom & Howell Financial Planning, Inc.
N/A—549-549-100%$228.2K———
Baltimore-Washington Financial Advisors, Inc.
N/A—549-549-100%$228.6K———
Cura Wealth Advisors, LLC
N/A—548-548-100%$227.6K———
FreeGulliver LLC
N/A—547-547-100%$227.4K———
Legacy Wealth Managment, LLC
N/A—544-544-100%$225.9K———
J.E. Simmons & Co., P.C.
N/A—543-543-100%$225.7K———
Ducere Wealth Management LLC
N/A—541-541-100%$224.8K———
Brio Consultants, LLC
N/A—537-537-100%$223.2K———
DRW Securities, LLC
N/A—537-537-100%$223.2K———
Wealthedge Investment Advisors, LLC
N/A—535-535-100%$222.5K———
Wealth Watch Advisors, Inc
N/A—535-535-100%$222.4K———
Fortune Financial Advisors, LLC
N/A—530-530-100%$220.3K———
Stillwater Private Wealth, LLC
N/A—529-529-100%$214———
Notis-McConarty Edward
N/A—525-525-100%$218.2K———
Horizon Investment Services, LLC
N/A—525-525-100%$218.2K———
Investment Advisory Services Group LLC
N/A—523-523-100%$217.2K———
Bayesian Capital Management, LP
N/A—520-520-100%$216.1K———
Navellier & Associates Inc
N/A—520-520-100%$216.2K———
Next Capital Management LLC
N/A—519-519-100%$215.7K———
Alesco Advisors, LLC, An ESL Co
N/A—515-515-100%$214.0K———
Prosperity Bancshares Inc
N/A—512-512-100%$212.8K———
Pettyjohn, Wood & White, Inc
N/A—510-510-100%$212.0K———
Financial Gravity Companies, Inc.
N/A—509-509-100%$211.6K———
Fort Sheridan Advisors LLC
N/A—507-507-100%$210.7K———
BBR Partners, LLC
N/A—507-507-100%$210.7K———
Osbon Capital Management LLC
N/A—504-504-100%$209.5K———
Steelhead Wealth Management LLC
N/A—502-502-100%$208.0K———
Laidlaw Wealth Management LLC
N/A—500-500-100%$207.8K———
University of Chicago
N/A—500-500-100%$207.8K———
Samjo Management, LLC
N/A—500-500-100%$207.8K———
Brave Warrior Advisors, LLC
N/A—499-499-100%$207.4K———
Investment Advisory Group, LLC
N/A—498-498-100%$207.2K———
Select Asset Management & Trust
N/A—498-498-100%$207.0K———
Houlihan Financial Resource Group, Ltd.
N/A—497-497-100%$206.6K———
Entelevest, LLC
N/A—496-496-100%$206.2K———
Crestmont Private Wealth LLC
N/A—494-494-100%$205.3K———
Talisman Wealth Advisors LLC
N/A—494-494-100%$205.4K———
Beck Mack & Oliver LLC
N/A—493-493-100%$204.9K———
Empire Financial Management Company, LLC
N/A—490-490-100%$203.9K———
Laffer Tengler Investments, Inc.
N/A—490-490-100%$203.7K———
Allium Financial Advisors, LLC
N/A—489-489-100%$203.2K———
Basepoint Wealth LLC
N/A—483-483-100%$200.7K———
Chatterton & Associates Inc.
N/A—475-475-100%$205.0K———
Rialto Wealth Management, LLC
N/A—461-461-100%$191.6K———
Bravera Wealth
N/A—420-420-100%$174.6K———
NI Acquisitions Company, LLC
N/A—411-411-100%$170.8K———
Sachetta, LLC
N/A—406-406-100%$168.6K———
Innovative Asset Advisors Group, LLC
N/A—402-402-100%$167.1K———
Hikari Tsushin, Inc.
N/A—365-365-100%$151.7K———
Dixon Mitchell Investment Counsel Inc.
N/A—357-357-100%$148.4K———
Ankerstar Wealth, LLC
N/A—356-356-100%$148.0K———
Pinney & Scofield, Inc.
N/A—355-355-100%$147.5K———
Kerr Financial Planning Corp
N/A—341-341-100%$141.5K———
Fiduciary Financial Advisors
N/A—339-339-100%$138.0K———
Elkhorn Partners Limited Partnership
N/A—330-330-100%$137.2K———
Standard Family Office LLC
N/A—324-324-100%$134.7K———
Swisher Financial Concepts, Inc.
N/A—307-307-100%$127.6K———
Kemnay Advisory Services Inc.
N/A—303-303-100%$125.9K———
Timbuktu Capital Management, LLC
N/A—301-301-100%$125.1K———
Dunhill Financial, LLC
N/A—292-292-100%$121.7K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—283-283-100%$117.6K———
Financial Avengers, Inc.
N/A—277-277-100%$115.3K———
Raffa Wealth Management, LLC
N/A—277-277-100%$115.1K———
MRP Capital Investments, LLC
N/A—273-273-100%$113.5K———
TD Capital Management LLC
N/A—273-273-100%$113.5K———
Operose Advisors LLC
N/A—256-256-100%$106.4K———
PIN OAK Investment Advisors Inc
N/A—256-256-100%$106.0K———
Consultiva Wealth Management, Corp.
N/A—241-241-100%$100.2K———
Copia Wealth Management
N/A—240-240-100%$99.8K———
Reyl & Cie S.A.
N/A—232-232-100%$62.9K———
Financial Life Planners
N/A—229-229-100%$95.0K———
Westfuller Advisors, LLC
N/A—228-228-100%$94.9K———
Truvestments Capital LLC
N/A—215-215-100%$89.5K———
Ogorek Anthony Joseph
N/A—215-215-100%$89.0K———
Nova Wealth Management, Inc.
N/A—214-214-100%$88.9K———
Beaird Harris Wealth Management, LLC
N/A—204-204-100%$84.6K———
Ross\johnson & Associates LLC
N/A—202-202-100%$84.0K———
Capula Management Ltd
N/A—179-179-100%$74.4K———
Kilter Group LLC
N/A—178-178-100%$74.0K———
VSM Wealth Advisory, LLC
N/A—166-166-100%$69.1K———
Miller Capital Partners, Inc.
N/A—160-160-100%$66.5K———
Security National Bank of Sioux City Iowa
N/A—150-150-100%$62.3K———
Sumitomo Mitsui Financial Group, Inc.
N/A—150-150-100%$62.3K———
Delta Asset Management LLC
N/A—145-145-100%$60.4K———
Avalon Trust Co
N/A—124-124-100%$51.5K———
Core Capital Management & Research, inc.
N/A—124-124-100%$49.4K———
Napier Financial, LLC
N/A—122-122-100%$50.7K———
Strategic Investment Solutions, Inc.
N/A—117-117-100%$48.8K———
Godfrey Financial Associates, Inc.
N/A—115-115-100%$47.8K———
Mcguire Capital Advisors Inc
N/A—113-113-100%$46.8K———
Vision Retirement, LLC
N/A—111-111-100%$46.1K———
Bitterroot Capital Advisors LLC
N/A—110-110-100%$45.7K———
Premier Financial Group
N/A—110-110-100%$45.7K———
Atomic Invest LLC
N/A—99-99-100%$41.4K———
Front Row Advisors LLC
N/A—96-96-100%$38.6K———
Regatta Research & Money Management
N/A—92-92-100%$37.8K———
1248 Management, LLC
N/A—83-83-100%$34.5K———
WealthCollab, LLC
N/A—82-82-100%$34.1K———
Capital Advisor Network LLC
N/A—82-82-100%$34.1K———
Hamrick Investment Counsel, llc
N/A—78-78-100%$32.4K———
Aberdeen Wealth Management LLC
N/A—75-75-100%$31.2K———
Security National Bank of SO DAK
N/A—70-70-100%$29.1K———
Forum Finance Group S.A.
N/A—70-70-100%$24———
Wellington-Altus USA Inc.
N/A—67-67-100%$18.1K———
Vanguard Advisers Inc
N/A—65-65-100%$27.1K———
Battery Global Advisors, LLC
N/A—60-60-100%$24.9K———
Knott David M Jr
N/A—57-57-100%$23.7K———
Altshuler Shaham Ltd
N/A—51-51-100%$21.2K———
South Plains Financial, Inc.
N/A—50-50-100%$20.8K———
Riverview Trust Co
N/A—50-50-100%$20.8K———
Oakmont Advisory Group, LLC
N/A—48-48-100%$19.8K———
1 North Wealth Services LLC
N/A—48-48-100%$20.0K———
Rogco, LP
N/A—47-47-100%$19.5K———
Tacita Capital Inc
N/A—38-38-100%$15.8K———
Bellevue Asset Management, LLC
N/A—31-31-100%$12.9K———
Vega Investment Solutions
N/A—31-31-100%$12.9K———
HFM Investment Advisors, LLC
N/A—28-28-100%$11.6K———
Graney & King, LLC
N/A—28-28-100%$11.6K———
Marshall Investment Management, LLC
N/A—27-27-100%$11.1K———
Silicon Valley Capital Partners
N/A—26-26-100%$10.8K———
Bard Associates Inc
N/A—25-25-100%$10.4K———
Investors Portfolio Services LLC
N/A—24-24-100%$10.1K———
FWL Investment Management, LLC
N/A—20-20-100%$8.3K———
C M Bidwell & Associates LTD
N/A—16-16-100%$6.7K———
Imprint Wealth LLC
N/A—15-15-100%$6.2K———
Tripletail Wealth Management, LLC
N/A—9-9-100%$3.8K———
Game Plan Financial Advisors, LLC
N/A—8-8-100%$3.3K———
Luminist Capital LLC
N/A—7-7-100%$2.9K———
Harborfront Financial Group LLC
N/A—7-7-100%$3.1K———
Nalls Sherbakoff Group, LLC
N/A—7-7-100%$2.9K———
Three Bearings Fiduciary Advisors, Inc.
N/A—6-6-100%$2.5K———
Seneschal Advisors, LLC
N/A—6-6-100%$2.5K———
Mpwm Advisory Solutions, LLC
N/A—5-5-100%$2.1K———
Minot DeBlois Advisors LLC
N/A—5-5-100%$2.1K———
Orion Capital Management LLC
N/A—4-4-100%$1.7K———
Swan Capital LLC
N/A—4-4-100%$1.7K———
Cordant, Inc.
N/A—2-2-100%$920———
Parallax Volatility Advisers, L.P.
N/A—1-1-100%$416———
Chelsea Counsel Co
N/A—1-1-100%$416———
Showing 3520 of 3520 institutions