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Valero Energy Corp (VLO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
FMR LLC
DECREASED
Shares7,863,241 from 8,504,389
Change-641,148 (-8%)
Value$3.0B (+$833.0M)
Filed 2026-11-10
Geode Capital Management, LLC
INCREASED
Shares7,298,562 from 7,269,612
Change+28,950 (+0%)
Value$2.8B (+$945.5M)
Filed 2026-11-06
Barclays PLC
INCREASED
Shares3,522,524 from 3,380,306
Change+142,218 (+4%)
Value$1.4B (+$485.0M)
Filed 2026-11-06
Bank of New York Mellon Corp
DECREASED
Shares2,555,577 from 2,653,080
Change-97,503 (-4%)
Value$990.6M (+$299.6M)
Filed 2026-11-05
Dimensional Fund Advisors LP
DECREASED
Shares2,440,006 from 2,628,915
Change-188,909 (-7%)
Value$945.8M (+$260.9M)
Filed 2026-11-04
Amundi
INCREASED
Shares2,138,037 from 1,814,886
Change+323,151 (+18%)
Value$828.7M (+$356.1M)
Filed 2026-11-06
Nuveen, LLC
DECREASED
Shares1,944,801 from 2,499,973
Change-555,172 (-22%)
Value$753.8M (+$102.7M)
Filed 2026-11-10
LSV Asset Management
DECREASED
Shares1,175,120 from 1,218,970
Change-43,850 (-4%)
Value$455.5K (-$317.0M)
Filed 2026-11-06
Deutsche Bank Ag\
INCREASED
Shares1,112,893 from 845,326
Change+267,567 (+32%)
Value$431.4M (+$211.2M)
Filed 2026-11-06
Acadian Asset Management LLC
DECREASED
Shares1,099,111 from 1,152,293
Change-53,182 (-5%)
Value$426.0K (-$299.6M)
Filed 2026-11-09
Allspring Global Investments Holdings, LLC
DECREASED
Shares1,097,167 from 1,684,569
Change-587,402 (-35%)
Value$448.1M (-$5.7M)
Filed 2026-11-04
AustralianSuper Pty Ltd
INCREASED
Shares934,228 from 782,449
Change+151,779 (+19%)
Value$362.1M (+$158.3M)
Filed 2026-11-10
AGF Management LTD
DECREASED
Shares876,180 from 924,987
Change-48,807 (-5%)
Value$339.6M (+$98.7M)
Filed 2026-11-03
Citigroup Inc
INCREASED
Shares771,197 from 625,822
Change+145,375 (+23%)
Value$298.9M (+$135.9M)
Filed 2026-11-04
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares760,342 from 730,284
Change+30,058 (+4%)
Value$294.7M (+$104.5M)
Filed 2026-11-05
Russell Investments Group, Ltd.
INCREASED
Shares709,766 from 670,160
Change+39,606 (+6%)
Value$275.1M (+$99.8M)
Filed 2026-11-06
Sumitomo Mitsui Trust Group, Inc.
INCREASED
Shares659,424 from 639,115
Change+20,309 (+3%)
Value$255.6M (+$89.1M)
Filed 2026-10-29
LPL Financial LLC
INCREASED
Shares656,998 from 582,130
Change+74,868 (+13%)
Value$254.7M (+$103.0M)
Filed 2026-11-06
Bank of Montreal
DECREASED
Shares609,386 from 667,403
Change-58,017 (-9%)
Value$236.2M (+$62.4M)
Filed 2026-11-09
Robeco Institutional Asset Management B.V.
DECREASED
Shares549,996 from 687,021
Change-137,025 (-20%)
Value$213.2M (+$34.3M)
Filed 2026-10-20
Montrusco Bolton Investments Inc.
DECREASED
Shares468,947 from 637,430
Change-168,483 (-26%)
Value$181.8M (+$15.8M)
Filed 2026-10-13
Cincinnati Financial Corp
DECREASED
Shares465,602 from 514,640
Change-49,038 (-10%)
Value$180.5M (+$46.4M)
Filed 2026-11-03
Amanah Holdings Trust
NEW
Shares371,140
Change+371,140
Value$143.9M
Filed 2026-10-23
Principal Financial Group Inc
DECREASED
Shares315,291 from 363,212
Change-47,921 (-13%)
Value$122.2M (+$27.6M)
Filed 2026-11-02
M&T Bank Corp
DECREASED
Shares307,774 from 337,567
Change-29,793 (-9%)
Value$119.3M (+$31.4M)
Filed 2026-11-10
Bessemer Group Inc
INCREASED
Shares244,152 from 20,189
Change+223,963 (+1109%)
Value$94.6K (-$5.1M)
Filed 2026-11-09
Assenagon Asset Management S.A.
INCREASED
Shares240,209 from 130,799
Change+109,410 (+84%)
Value$93.1M (+$59.0M)
Filed 2026-10-15
Nordea Investment Management AB
INCREASED
Shares229,273 from 160,704
Change+68,569 (+43%)
Value$90.6M (+$48.6M)
Filed 2026-11-09
New York State Teachers Retirement System
DECREASED
Shares226,707 from 237,606
Change-10,899 (-5%)
Value$87.9K (-$61.8M)
Filed 2026-10-22
Cincinnati Insurance Co
DECREASED
Shares226,668 from 356,538
Change-129,870 (-36%)
Value$87.9M (-$5.0M)
Filed 2026-11-03
Squarepoint Ops LLC
DECREASED
Shares225,606 from 316,712
Change-91,106 (-29%)
Value$87.4M (+$5.0M)
Filed 2026-11-09
FIL Ltd
DECREASED
Shares223,567 from 546,210
Change-322,643 (-59%)
Value$86.7M (-$55.6M)
Filed 2026-11-10
Universal- Beteiligungs- und Servicegesellschaft mbH
DECREASED
Shares192,622 from 217,616
Change-24,994 (-11%)
Value$74.2M (+$17.7M)
Filed 2026-11-10
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares185,231 from 177,480
Change+7,751 (+4%)
Value$46.1M (+$19.3M)
Filed 2026-10-13
US Bancorp \de\
INCREASED
Shares183,599 from 179,599
Change+4,000 (+2%)
Value$71.2M (+$24.4M)
Filed 2026-11-05
Ninety One UK Ltd
DECREASED
Shares182,963 from 246,978
Change-64,015 (-26%)
Value$70.9M (+$6.6M)
Filed 2026-10-15
Old Republic International Corp
DECREASED
Shares169,900 from 192,800
Change-22,900 (-12%)
Value$65.9K (+$15.6K)
Filed 2026-10-26
Fort Washington Investment Advisors Inc
DECREASED
Shares167,212 from 167,347
Change-135 (0%)
Value$64.8M (+$21.2M)
Filed 2026-10-15
Storebrand Asset Management AS
DECREASED
Shares162,358 from 162,916
Change-558 (0%)
Value$62.9M (+$20.5M)
Filed 2026-11-10
Pictet Asset Management Holding SA
DECREASED
Shares159,267 from 167,218
Change-7,951 (-5%)
Value$61.7M (+$18.2M)
Filed 2026-11-03
Creative Planning
INCREASED
Shares159,047 from 139,348
Change+19,699 (+14%)
Value$61.6M (+$25.4M)
Filed 2026-11-02
MacKenzie Financial Corp
DECREASED
Shares158,875 from 178,788
Change-19,913 (-11%)
Value$61.6M (+$15.0M)
Filed 2026-11-02
Nisa Investment Advisors, LLC
DECREASED
Shares155,825 from 159,573
Change-3,748 (-2%)
Value$60.4M (+$18.8M)
Filed 2026-10-20
PNC Financial Services Group, Inc.
INCREASED
Shares152,307 from 150,606
Change+1,701 (+1%)
Value$59.0M (+$19.8M)
Filed 2026-11-06
Badgley Phelps Wealth Managers, LLC
DECREASED
Shares148,691 from 155,460
Change-6,769 (-4%)
Value$57.6M (+$17.1M)
Filed 2026-10-22
Eurizon Capital SGR S.p.A.
DECREASED
Shares146,568 from 187,143
Change-40,575 (-22%)
Value$56.8M (+$8.1M)
Filed 2026-11-06
Cullen T Bankers, Inc.
DECREASED
Shares146,428 from 163,201
Change-16,773 (-10%)
Value$56.8M (+$14.3M)
Filed 2026-10-28
Artemis Investment Management LLP
INCREASED
Shares142,653 from 138,079
Change+4,574 (+3%)
Value$55.3M (+$19.3M)
Filed 2026-10-08
DekaBank Deutsche Girozentrale
DECREASED
Shares140,123 from 175,852
Change-35,729 (-20%)
Value$54.7K (+$10.5K)
Filed 2026-10-27
KBC Group NV
DECREASED
Shares138,831 from 149,434
Change-10,603 (-7%)
Value$53.8K (-$38.9M)
Filed 2026-10-22
Asset Management One Co., Ltd.
DECREASED
Shares131,240 from 132,902
Change-1,662 (-1%)
Value$50.9M (+$16.3M)
Filed 2026-10-27
Teachers Retirement System of the State of Kentucky
INCREASED
Shares126,527 from 117,567
Change+8,960 (+8%)
Value$49.0K (-$30.6M)
Filed 2026-11-10
Truist Financial Corp
DECREASED
Shares122,607 from 123,627
Change-1,020 (-1%)
Value$47.5M (+$15.3M)
Filed 2026-10-30
Nykredit A/S
INCREASED
Shares120,573 from 109,357
Change+11,216 (+10%)
Value$46.7M (+$18.3M)
Filed 2026-11-06
Country Trust Bank
DECREASED
Shares119,155 from 153,690
Change-34,535 (-22%)
Value$46.2M (+$6.2M)
Filed 2026-10-30
Commonwealth Equity Services, LLC
DECREASED
Shares119,127 from 133,146
Change-14,019 (-11%)
Value$46.2M (+$11.5M)
Filed 2026-11-02
BI Asset Management Fondsmaeglerselskab A/S
INCREASED
Shares115,838 from 33,801
Change+82,037 (+243%)
Value$44.9K (-$8.8M)
Filed 2026-10-22
SouthState Bank Corp
DECREASED
Shares114,263 from 117,635
Change-3,372 (-3%)
Value$44.3M (+$13.7M)
Filed 2026-11-09
HighTower Advisors, LLC
DECREASED
Shares113,337 from 156,631
Change-43,294 (-28%)
Value$43.9M (+$3.1M)
Filed 2026-11-10
Private Management Group Inc
DECREASED
Shares109,997 from 211,196
Change-101,199 (-48%)
Value$42.6M (-$12.4M)
Filed 2026-11-04
Illinois Municipal Retirement Fund
INCREASED
Shares108,547 from 105,195
Change+3,352 (+3%)
Value$42.1M (+$14.7M)
Filed 2026-11-05
Crossmark Global Holdings, Inc.
DECREASED
Shares108,022 from 133,406
Change-25,384 (-19%)
Value$41.9M (+$7.1M)
Filed 2026-10-21
Conning Inc.
DECREASED
Shares107,395 from 139,571
Change-32,176 (-23%)
Value$41.6M (+$5.3M)
Filed 2026-10-27
Adams Natural Resources Fund, Inc.
DECREASED
Shares104,600 from 113,700
Change-9,100 (-8%)
Value$40.5M (+$10.9M)
Filed 2026-10-21
Todd Asset Management LLC
INCREASED
Shares102,315 from 93,275
Change+9,040 (+10%)
Value$39.7M (+$15.4M)
Filed 2026-10-27
Cookson Peirce & Co Inc
INCREASED
Shares100,406 from 99,594
Change+812 (+1%)
Value$38.9M (+$13.0M)
Filed 2026-10-30
Wealthfront Advisers LLC
INCREASED
Shares99,675 from 94,406
Change+5,269 (+6%)
Value$38.6M (+$14.0M)
Filed 2026-11-09
State of New Jersey Common Pension Fund D
DECREASED
Shares95,683 from 97,600
Change-1,917 (-2%)
Value$37.1M (+$11.7M)
Filed 2026-11-05
Achmea Investment Management B.V.
DECREASED
Shares93,798 from 134,590
Change-40,792 (-30%)
Value$36.4M (+$1.3M)
Filed 2026-10-30
Lido Advisors, LLC
DECREASED
Shares89,085 from 90,717
Change-1,632 (-2%)
Value$34.5M (+$10.9M)
Filed 2026-11-04
Swiss Life Asset Management Ltd
INCREASED
Shares83,788 from 57,112
Change+26,676 (+47%)
Value$32.5M (+$17.6M)
Filed 2026-11-03
Czech National Bank
DECREASED
Shares82,728 from 84,519
Change-1,791 (-2%)
Value$32.1M (+$10.1M)
Filed 2026-10-13
Arizona State Retirement System
DECREASED
Shares82,563 from 82,954
Change-391 (0%)
Value$32.0M (+$10.4M)
Filed 2026-11-03
Pinnacle Associates LTD
DECREASED
Shares82,232 from 86,496
Change-4,264 (-5%)
Value$31.9M (+$9.3M)
Filed 2026-10-20
Adell Harriman & Carpenter Inc
DECREASED
Shares81,862 from 86,406
Change-4,544 (-5%)
Value$31.7M (+$9.2M)
Filed 2026-11-02
CIBC Asset Management Inc
DECREASED
Shares81,600 from 85,136
Change-3,536 (-4%)
Value$31.6M (+$9.5M)
Filed 2026-11-05
PensionDanmark Pensionsforsikringsaktieselskab
INCREASED
Shares81,589 from 75,389
Change+6,200 (+8%)
Value$31.6M (+$12.0M)
Filed 2026-10-19
Richard C. Young & Co., Ltd.
DECREASED
Shares81,514 from 82,023
Change-509 (-1%)
Value$31.6M (+$10.2M)
Filed 2026-11-04
NorthCrest Asset Manangement, LLC
DECREASED
Shares81,312 from 81,617
Change-305 (0%)
Value$36.1M (+$13.1M)
Filed 2026-10-13
Busey Bank
DECREASED
Shares81,237 from 82,220
Change-983 (-1%)
Value$31.5M (+$10.1M)
Filed 2026-10-26
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares81,114 from 68,802
Change+12,312 (+18%)
Value$31.4M (+$13.5M)
Filed 2026-11-03
Westchester Capital Management, Inc.
DECREASED
Shares80,833 from 83,284
Change-2,451 (-3%)
Value$31.3M (+$9.6M)
Filed 2026-10-23
United Capital Management of KS, Inc.
DECREASED
Shares80,765 from 83,521
Change-2,756 (-3%)
Value$31.3M (+$9.6M)
Filed 2026-11-04
Aware Super Pty Ltd as trustee of Aware Super
DECREASED
Shares80,298 from 81,098
Change-800 (-1%)
Value$31.1M (+$10.0M)
Filed 2026-10-30
Foster Victor Wealth Advisors, LLC
DECREASED
Shares80,198 from 91,288
Change-11,090 (-12%)
Value$34.8M (+$7.2M)
Filed 2026-10-21
State of Michigan Retirement System
DECREASED
Shares80,062 from 83,762
Change-3,700 (-4%)
Value$31.0M (+$9.2M)
Filed 2026-10-27
Strs Ohio
DECREASED
Shares79,853 from 103,817
Change-23,964 (-23%)
Value$31.0M (+$3.9M)
Filed 2026-10-30
William B. Walkup & Associates, Inc.
INCREASED
Shares75,068 from 75,038
Change+30 (+0%)
Value$29.1M (+$9.6M)
Filed 2026-11-05
Fifth Third Bancorp
DECREASED
Shares75,025 from 77,402
Change-2,377 (-3%)
Value$29.1M (+$8.9M)
Filed 2026-11-05
Daiwa Securities Group Inc.
INCREASED
Shares70,332 from 60,141
Change+10,191 (+17%)
Value$27.3M (+$11.6M)
Filed 2026-10-29
OpenArc Corporate Advisory, LLC
DECREASED
Shares68,557 from 69,675
Change-1,118 (-2%)
Value$26.6M (+$8.4M)
Filed 2026-10-21
IFM Investors Pty Ltd
INCREASED
Shares67,792 from 54,895
Change+12,897 (+23%)
Value$26.3M (+$12.0M)
Filed 2026-10-14
Calamos Advisors LLC
INCREASED
Shares67,022 from 65,911
Change+1,111 (+2%)
Value$26.0M (+$8.8M)
Filed 2026-11-02
Union Bancaire Privee, UBP SA
DECREASED
Shares66,772 from 91,214
Change-24,442 (-27%)
Value$24.5M (+$1.7M)
Filed 2026-11-04
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares65,885 from 58,154
Change+7,731 (+13%)
Value$25.5K (-$15.1M)
Filed 2026-11-02
Payden & Rygel
DECREASED
Shares65,400 from 65,600
Change-200 (0%)
Value$25.4K (-$17.1M)
Filed 2026-10-28
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED
Shares63,613 from 65,584
Change-1,971 (-3%)
Value$24.7M (+$7.6M)
Filed 2026-11-03
Adams Asset Advisors, LLC
DECREASED
Shares62,424 from 64,384
Change-1,960 (-3%)
Value$24.2M (+$7.4M)
Filed 2026-10-08
Kwmg, LLC
DECREASED
Shares61,147 from 67,782
Change-6,635 (-10%)
Value$23.7M (+$6.0M)
Filed 2026-10-07
Retirement Systems of Alabama
DECREASED
Shares60,381 from 62,379
Change-1,998 (-3%)
Value$23.4M (+$7.2M)
Filed 2026-11-04
Fideuram Asset Management (Ireland) dac
INCREASED
Shares58,031 from 44,566
Change+13,465 (+30%)
Value$19.2M (+$8.7M)
Filed 2026-10-29
Carmel Capital Management L.L.C.
DECREASED
Shares57,498 from 65,933
Change-8,435 (-13%)
Value$22.3M (+$5.1M)
Filed 2026-10-30
Neos Investment Management LLC
INCREASED
Shares55,779 from 50,105
Change+5,674 (+11%)
Value$21.6M (+$8.6M)
Filed 2026-11-04
AMF Tjanstepension AB
UNCHANGED
Shares55,525 from 55,525
Change0 (0%)
Value$21.5M (+$7.1M)
Filed 2026-10-22
Community Bank & Trust, Waco, Texas
DECREASED
Shares55,138 from 57,274
Change-2,136 (-4%)
Value$21.4K (-$14.9M)
Filed 2026-10-19
Xponance LLC
INCREASED
Shares54,506 from 53,842
Change+664 (+1%)
Value$21.1M (+$7.1M)
Filed 2026-11-03
Candriam S.C.A.
DECREASED
Shares53,201 from 60,273
Change-7,072 (-12%)
Value$20.7M (+$5.0M)
Filed 2026-11-03
ProShare Advisors LLC
DECREASED
Shares52,960 from 55,574
Change-2,614 (-5%)
Value$20.5M (+$6.1M)
Filed 2026-10-29
Rakuten Investment Management, Inc.
INCREASED
Shares52,265 from 48,682
Change+3,583 (+7%)
Value$20.3M (+$7.3M)
Filed 2026-10-30
Picton Mahoney Asset Management
DECREASED
Shares52,123 from 59,730
Change-7,607 (-13%)
Value$20.2M (+$4.6M)
Filed 2026-11-09
Applied Finance Capital Management, LLC
DECREASED
Shares50,165 from 71,180
Change-21,015 (-30%)
Value$19.4M (+$905.6K)
Filed 2026-11-03
American National Bank & Trust
DECREASED
Shares50,104 from 53,083
Change-2,979 (-6%)
Value$19.4M (+$5.6M)
Filed 2026-10-07
Amalgamated Bank
DECREASED
Shares49,195 from 52,185
Change-2,990 (-6%)
Value$19.1K (-$13.6M)
Filed 2026-10-23
Willis Investment Counsel
DECREASED
Shares49,000 from 104,300
Change-55,300 (-53%)
Value$19.0M (-$8.2M)
Filed 2026-10-20
Petredis Investment Advisors LLC
INCREASED
Shares48,425 from 48,381
Change+44 (+0%)
Value$18.8M (+$6.2M)
Filed 2026-10-20
Westbourne Investment Advisors, Inc.
DECREASED
Shares48,290 from 50,530
Change-2,240 (-4%)
Value$18.7M (+$5.6M)
Filed 2026-10-20
Glenview Trust Co
DECREASED
Shares47,222 from 48,679
Change-1,457 (-3%)
Value$18.3M (+$5.6M)
Filed 2026-10-28
O'Brien Greene & Co. Inc
DECREASED
Shares46,984 from 48,626
Change-1,642 (-3%)
Value$18.2M (+$5.5M)
Filed 2026-11-05
Bokf, NA
DECREASED
Shares46,846 from 56,978
Change-10,132 (-18%)
Value$18.2M (+$3.3M)
Filed 2026-10-27
Jcic Asset Management Inc.
DECREASED
Shares46,795 from 47,125
Change-330 (-1%)
Value$18.1M (+$6.5M)
Filed 2026-10-30
Blair William & Co
INCREASED
Shares46,057 from 43,940
Change+2,117 (+5%)
Value$17.9M (+$6.4M)
Filed 2026-11-10
Guinness Asset Management LTD
DECREASED
Shares46,023 from 64,304
Change-18,281 (-28%)
Value$17.8M (+$1.1M)
Filed 2026-11-05
OFI Invest Asset Management
INCREASED
Shares45,779 from 7,006
Change+38,773 (+553%)
Value$15.6M (+$13.8M)
Filed 2026-11-06
Bailard, Inc.
DECREASED
Shares45,713 from 46,788
Change-1,075 (-2%)
Value$17.7M (+$5.5M)
Filed 2026-10-13
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares45,698 from 45,675
Change+23 (+0%)
Value$17.7M (+$5.8M)
Filed 2026-10-20
TD Waterhouse Canada Inc.
INCREASED
Shares45,366 from 24,571
Change+20,795 (+85%)
Value$18.5M (+$11.9M)
Filed 2026-10-16
Intech Investment Management LLC
INCREASED
Shares45,297 from 32,016
Change+13,281 (+41%)
Value$17.6M (+$9.2M)
Filed 2026-11-09
Summit Financial Wealth Advisors, LLC
DECREASED
Shares44,930 from 63,697
Change-18,767 (-29%)
Value$17.4M (+$826.2K)
Filed 2026-10-15
Sterling Capital Management LLC
DECREASED
Shares44,824 from 61,676
Change-16,852 (-27%)
Value$17.4M (+$1.3M)
Filed 2026-10-22
Fusion Capital, LLC
DECREASED
Shares44,208 from 45,145
Change-937 (-2%)
Value$17.1M (+$5.4M)
Filed 2026-10-28
Cincinnati Specialty Underwriters Insurance Co
UNCHANGED
Shares44,133 from 44,133
Change0 (0%)
Value$17.1M (+$5.6M)
Filed 2026-11-03
New York Life Investment Management LLC
DECREASED
Shares43,106 from 44,299
Change-1,193 (-3%)
Value$16.7M (+$5.2M)
Filed 2026-11-04
Savant Capital, LLC
INCREASED
Shares42,814 from 38,643
Change+4,171 (+11%)
Value$16.6M (+$6.5M)
Filed 2026-11-06
Police & Firemen's Retirement System of New Jersey
DECREASED
Shares42,417 from 44,323
Change-1,906 (-4%)
Value$16.4M (+$4.9M)
Filed 2026-11-09
Crestwood Advisors Group, LLC
INCREASED
Shares42,349 from 39,783
Change+2,566 (+6%)
Value$16.4M (+$6.1M)
Filed 2026-10-27
Kestra Advisory Services, LLC
INCREASED
Shares41,923 from 37,907
Change+4,016 (+11%)
Value$16.2M (+$6.4M)
Filed 2026-11-02
Lmcg Investments, LLC
DECREASED
Shares41,690 from 45,855
Change-4,165 (-9%)
Value$16.2M (+$4.2M)
Filed 2026-10-21
Spirit of America Management Corp
DECREASED
Shares40,784 from 41,284
Change-500 (-1%)
Value$15.8M (+$5.1M)
Filed 2026-10-14
Hutchinson Capital Management
DECREASED
Shares40,777 from 54,587
Change-13,810 (-25%)
Value$15.8M (+$1.6M)
Filed 2026-11-09
Generali Asset Management SPA SGR
INCREASED
Shares40,423 from 39,689
Change+734 (+2%)
Value$15.7M (+$5.3M)
Filed 2026-10-26
Aberdeen Group plc
DECREASED
Shares38,802 from 121,051
Change-82,249 (-68%)
Value$1.9M (-$29.6M)
Filed 2026-11-06
Burney Co/
INCREASED
Shares38,433 from 37,569
Change+864 (+2%)
Value$14.9M (+$5.1M)
Filed 2026-10-15
Mutual of America Capital Management LLC
DECREASED
Shares38,377 from 39,731
Change-1,354 (-3%)
Value$14.9M (+$4.5M)
Filed 2026-10-23
Yousif Capital Management, LLC
DECREASED
Shares38,085 from 39,488
Change-1,403 (-4%)
Value$14.8M (+$4.5M)
Filed 2026-10-22
Oppenheimer & Co Inc
DECREASED
Shares38,010 from 42,419
Change-4,409 (-10%)
Value$14.7M (+$3.7M)
Filed 2026-10-26
Capital Investment Advisors, LLC
DECREASED
Shares37,595 from 38,736
Change-1,141 (-3%)
Value$14.6M (+$4.5M)
Filed 2026-10-22
Bell & Brown Wealth Advisors, LLC
DECREASED
Shares37,147 from 40,713
Change-3,566 (-9%)
Value$14.4M (+$3.8M)
Filed 2026-10-16
UniSuper Management Pty Ltd
INCREASED
Shares37,132 from 33,632
Change+3,500 (+10%)
Value$14.4M (+$5.6M)
Filed 2026-10-26
S.E.E.D. Planning Group LLC
DECREASED
Shares36,862 from 44,572
Change-7,710 (-17%)
Value$14.3M (+$2.7M)
Filed 2026-10-07
Sound Income Strategies, LLC
DECREASED
Shares36,781 from 43,938
Change-7,157 (-16%)
Value$16.3M (+$4.9M)
Filed 2026-10-09
Ceredex Value Advisors LLC
DECREASED
Shares36,536 from 65,712
Change-29,176 (-44%)
Value$14.2M (-$3.0M)
Filed 2026-11-09
Sapient Capital LLC
DECREASED
Shares36,511 from 38,615
Change-2,104 (-5%)
Value$14.2M (+$4.1M)
Filed 2026-10-08
Avantax Planning Partners, Inc.
DECREASED
Shares36,482 from 40,467
Change-3,985 (-10%)
Value$14.1M (+$3.6M)
Filed 2026-11-03
Hosking Partners LLP
DECREASED
Shares36,369 from 40,215
Change-3,846 (-10%)
Value$14.1M (+$3.6M)
Filed 2026-10-21
Convergence Investment Partners, LLC
INCREASED
Shares36,338 from 34,700
Change+1,638 (+5%)
Value$14.1M (+$5.0M)
Filed 2026-10-28
Narwhal Capital Management
DECREASED
Shares36,184 from 38,358
Change-2,174 (-6%)
Value$14.0M (+$4.0M)
Filed 2026-11-04
Oregon Public Employees Retirement Fund
DECREASED
Shares35,448 from 36,460
Change-1,012 (-3%)
Value$13.7M (+$4.2M)
Filed 2026-10-30
Dymon Asia Capital (Singapore) Pte. Ltd.
DECREASED
Shares34,551 from 81,400
Change-46,849 (-58%)
Value$13.4M (-$7.8M)
Filed 2026-11-04
Ritholtz Wealth Management
INCREASED
Shares34,419 from 20,052
Change+14,367 (+72%)
Value$13.3M (+$8.1M)
Filed 2026-11-05
GF Fund Management Co. Ltd.
DECREASED
Shares34,261 from 48,950
Change-14,689 (-30%)
Value$13.3M (+$531.4K)
Filed 2026-10-26
Patton Albertson Miller Group, LLC
DECREASED
Shares33,107 from 34,803
Change-1,696 (-5%)
Value$12.8M (+$3.8M)
Filed 2026-10-26
Atria Investments, Inc
INCREASED
Shares32,214 from 21,792
Change+10,422 (+48%)
Value$12.5M (+$6.8M)
Filed 2026-10-15
Scotia Capital Inc.
INCREASED
Shares32,124 from 21,377
Change+10,747 (+50%)
Value$12.5M (+$6.9M)
Filed 2026-11-10
Beacon Investment Advisory Services, Inc.
INCREASED
Shares31,917 from 31,905
Change+12 (+0%)
Value$12.4M (+$4.1M)
Filed 2026-10-13
MinichMacGregor Wealth Management, LLC
DECREASED
Shares31,866 from 32,297
Change-431 (-1%)
Value$12.4M (+$3.9M)
Filed 2026-10-14
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares31,649 from 32,672
Change-1,023 (-3%)
Value$12.3M (+$3.8M)
Filed 2026-10-13
James Investment Research, Inc.
DECREASED
Shares31,202 from 31,911
Change-709 (-2%)
Value$12.1M (+$3.8M)
Filed 2026-10-22
First National Bank of Mount Dora, Trust Investment Services
INCREASED
Shares31,086 from 17,743
Change+13,343 (+75%)
Value$12.0M (+$7.4M)
Filed 2026-10-21
Fisher Asset Management, LLC
DECREASED
Shares30,846 from 33,398
Change-2,552 (-8%)
Value$12.0M (+$3.3M)
Filed 2026-11-06
Allworth Financial LP
INCREASED
Shares30,597 from 16,993
Change+13,604 (+80%)
Value$8.0M (+$3.5M)
Filed 2026-11-06
Lansforsakringar Fondforvaltning AB (publ)
UNCHANGED
Shares30,596 from 30,596
Change0 (0%)
Value$11.9M (+$3.9M)
Filed 2026-11-09
Central Bank & Trust Co
DECREASED
Shares30,554 from 34,818
Change-4,264 (-12%)
Value$11.8M (+$2.8M)
Filed 2026-10-09
Prospera Financial Services Inc
INCREASED
Shares30,121 from 19,324
Change+10,797 (+56%)
Value$12.0M (+$7.0M)
Filed 2026-11-04
Montgomery Investment Management Inc
UNCHANGED
Shares29,890 from 29,890
Change0 (0%)
Value$11.6M (+$3.8M)
Filed 2026-10-26
ABN Amro Investment Solutions
INCREASED
Shares29,852 from 24,087
Change+5,765 (+24%)
Value$11.6M (+$5.3M)
Filed 2026-10-21
Advisory Resource Group
DECREASED
Shares29,438 from 34,657
Change-5,219 (-15%)
Value$11.4M (+$2.4M)
Filed 2026-10-26
First National Trust Co
DECREASED
Shares29,362 from 30,316
Change-954 (-3%)
Value$11.4M (+$3.5M)
Filed 2026-10-28
Thoroughbred Financial Services, LLC
INCREASED
Shares29,070 from 29,052
Change+18 (+0%)
Value$11.3K (-$7.6M)
Filed 2026-11-09
Chapin Davis, Inc.
INCREASED
Shares29,012 from 28,123
Change+889 (+3%)
Value$11.2M (+$3.9M)
Filed 2026-10-09
Ag2r LA Mondiale Gestion D'actifs
DECREASED
Shares28,847 from 42,474
Change-13,627 (-32%)
Value$11.2M (+$119.5K)
Filed 2026-10-26
NewSquare Capital LLC
INCREASED
Shares28,593 from 27,560
Change+1,033 (+4%)
Value$11.1M (+$3.9M)
Filed 2026-11-06
Procyon Advisors, LLC
INCREASED
Shares28,467 from 27,414
Change+1,053 (+4%)
Value$11.0M (+$3.9M)
Filed 2026-10-21
Goelzer Investment Management, Inc.
DECREASED
Shares27,985 from 28,600
Change-615 (-2%)
Value$10.8M (+$3.4M)
Filed 2026-10-16
Douglas Lane & Associates, LLC
DECREASED
Shares27,957 from 30,212
Change-2,255 (-7%)
Value$10.8M (+$3.0M)
Filed 2026-10-09
Shepherd Financial Partners LLC
DECREASED
Shares27,816 from 28,473
Change-657 (-2%)
Value$10.8M (+$3.4M)
Filed 2026-11-03
Exchange Traded Concepts, LLC
INCREASED
Shares27,776 from 12,833
Change+14,943 (+116%)
Value$10.8M (+$7.4M)
Filed 2026-10-28
Nilsine Partners, LLC
INCREASED
Shares27,514 from 25,441
Change+2,073 (+8%)
Value$10.7M (+$4.0M)
Filed 2026-11-02
One Way Holdings LLC
NEW
Shares27,511
Change+27,511
Value$10.7M
Filed 2026-10-29
State of Alaska, Department of Revenue
DECREASED
Shares27,276 from 29,094
Change-1,818 (-6%)
Value$10.6K (-$7.6M)
Filed 2026-10-15
B. Metzler seel. Sohn & Co. AG
DECREASED
Shares27,244 from 34,220
Change-6,976 (-20%)
Value$10.6M (+$1.6M)
Filed 2026-10-30
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares27,021 from 28,821
Change-1,800 (-6%)
Value$10.5M (+$3.0M)
Filed 2026-10-05
Highland Capital Management, LLC
INCREASED
Shares27,005 from 25,381
Change+1,624 (+6%)
Value$10.5M (+$3.9M)
Filed 2026-10-26
Merit Financial Group, LLC
INCREASED
Shares26,970 from 25,063
Change+1,907 (+8%)
Value$10.5M (+$3.9M)
Filed 2026-11-06
MGO One Seven LLC
INCREASED
Shares26,492 from 25,626
Change+866 (+3%)
Value$10.3M (+$3.6M)
Filed 2026-10-28
AIA Group Ltd
DECREASED
Shares26,349 from 54,938
Change-28,589 (-52%)
Value$10.2M (-$4.1M)
Filed 2026-10-30
Atlatl Advisers LLC
NEW
Shares26,332
Change+26,332
Value$10.2M
Filed 2026-10-22
Journey Advisory Group, LLC
DECREASED
Shares25,821 from 26,775
Change-954 (-4%)
Value$10.0M (+$3.0M)
Filed 2026-11-04
CSU Producer Resources, Inc.
UNCHANGED
Shares25,059 from 25,059
Change0 (0%)
Value$9.7M (+$3.2M)
Filed 2026-11-03
WP Advisors, LLC
DECREASED
Shares24,654 from 25,879
Change-1,225 (-5%)
Value$9.6M (+$2.8M)
Filed 2026-10-22
HB Wealth Management, LLC
INCREASED
Shares24,593 from 23,147
Change+1,446 (+6%)
Value$9.5M (+$3.5M)
Filed 2026-10-23
Kestra Private Wealth Services, LLC
DECREASED
Shares24,162 from 24,614
Change-452 (-2%)
Value$9.4M (+$3.0M)
Filed 2026-11-06
Annex Advisory Services, LLC
DECREASED
Shares24,124 from 30,652
Change-6,528 (-21%)
Value$9.4M (+$1.4M)
Filed 2026-10-16
Hudson Capital Management LLC
DECREASED
Shares24,020 from 30,523
Change-6,503 (-21%)
Value$9.3M (+$1.4M)
Filed 2026-10-20
Knights of Columbus Asset Advisors LLC
DECREASED
Shares23,930 from 27,391
Change-3,461 (-13%)
Value$9.3M (+$2.1M)
Filed 2026-11-05
Genus Capital Management Inc.
DECREASED
Shares23,590 from 33,490
Change-9,900 (-30%)
Value$9.1M (+$421.6K)
Filed 2026-11-04
Mizuho Securities USA LLC
INCREASED
Shares23,496 from 23,246
Change+250 (+1%)
Value$8.4M (+$2.4M)
Filed 2026-11-09
Park Avenue Securities LLC
INCREASED
Shares23,187 from 18,604
Change+4,583 (+25%)
Value$9.0K (-$4.8M)
Filed 2026-10-26
Gulf International Bank (UK) Ltd
UNCHANGED
Shares23,186 from 23,186
Change0 (0%)
Value$9.0K (-$6.0M)
Filed 2026-10-20
Rice Partnership, LLC
DECREASED
Shares22,772 from 28,839
Change-6,067 (-21%)
Value$8.8M (+$1.3M)
Filed 2026-11-09
Welch & Forbes LLC
DECREASED
Shares22,616 from 23,635
Change-1,019 (-4%)
Value$8.8M (+$2.6M)
Filed 2026-11-04
Central Trust Co
INCREASED
Shares22,514 from 21,987
Change+527 (+2%)
Value$8.7M (+$3.0M)
Filed 2026-11-05
iA Global Asset Management Inc.
DECREASED
Shares22,272 from 30,367
Change-8,095 (-27%)
Value$8.6K (-$7.9M)
Filed 2026-10-29
Fourpath Capital Management, LLC
DECREASED
Shares22,050 from 22,477
Change-427 (-2%)
Value$8.5M (+$2.7M)
Filed 2026-10-19
Argent Trust Co
DECREASED
Shares21,955 from 21,966
Change-11 (0%)
Value$8.5M (+$2.8M)
Filed 2026-11-09
Washington Trust Bank
DECREASED
Shares21,844 from 25,558
Change-3,714 (-15%)
Value$8.5M (+$1.8M)
Filed 2026-11-03
Oppenheimer Asset Management Inc.
INCREASED
Shares21,714 from 19,894
Change+1,820 (+9%)
Value$8.4M (+$3.2M)
Filed 2026-10-27
Cypress Capital Group
DECREASED
Shares21,651 from 21,726
Change-75 (0%)
Value$8.4M (+$2.7M)
Filed 2026-11-03
Sowell Financial Services LLC
INCREASED
Shares20,885 from 20,445
Change+440 (+2%)
Value$8.1M (+$2.8M)
Filed 2026-10-23
CWA Asset Management Group, LLC
INCREASED
Shares20,186 from 18,578
Change+1,608 (+9%)
Value$7.8M (+$3.0M)
Filed 2026-10-19
Jefferies Financial Group Inc.
DECREASED
Shares20,091 from 37,048
Change-16,957 (-46%)
Value$7.8M (-$1.9M)
Filed 2026-11-05
Inspire Investing, LLC
DECREASED
Shares20,027 from 26,000
Change-5,973 (-23%)
Value$7.8M (+$991.2K)
Filed 2026-10-22
Keybank National Association
INCREASED
Shares19,757 from 18,800
Change+957 (+5%)
Value$7.7M (+$2.8M)
Filed 2026-11-04
CrossGen Wealth, LLC
DECREASED
Shares19,439 from 19,854
Change-415 (-2%)
Value$7.5M (+$2.4M)
Filed 2026-10-30
Miller Howard Investments Inc
DECREASED
Shares19,373 from 25,899
Change-6,526 (-25%)
Value$7.5M (+$764.0K)
Filed 2026-10-26
Virginia Retirement Systems ET Al
INCREASED
Shares19,372 from 3,340
Change+16,032 (+480%)
Value$7.5M (+$6.6M)
Filed 2026-10-28
Gateway Investment Advisers LLC
DECREASED
Shares19,266 from 26,926
Change-7,660 (-28%)
Value$7.5M (+$455.1K)
Filed 2026-10-13
Concurrent Investment Advisors, LLC
INCREASED
Shares19,141 from 9,865
Change+9,276 (+94%)
Value$7.4M (+$4.9M)
Filed 2026-10-16
Geneva Partners, LLC
DECREASED
Shares18,416 from 26,122
Change-7,706 (-29%)
Value$7.1M (+$334.9K)
Filed 2026-10-26
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares18,366 from 18,263
Change+103 (+1%)
Value$7.1M (+$2.4M)
Filed 2026-10-23
Bahl & Gaynor LLC
DECREASED
Shares18,210 from 18,294
Change-84 (0%)
Value$7.1M (+$2.3M)
Filed 2026-11-05
Tilia Fiduciary Partners, Inc.
DECREASED
Shares18,048 from 18,668
Change-620 (-3%)
Value$7.0M (+$2.1M)
Filed 2026-10-09
Stiles Financial Services Inc
DECREASED
Shares18,003 from 18,899
Change-896 (-5%)
Value$7.0M (+$2.1M)
Filed 2026-10-30
D.A. Davidson & Co.
DECREASED
Shares17,691 from 19,713
Change-2,022 (-10%)
Value$6.9M (+$1.7M)
Filed 2026-10-28
Stanley-Laman Group, Ltd.
DECREASED
Shares17,608 from 21,707
Change-4,099 (-19%)
Value$6.8M (+$1.2M)
Filed 2026-10-20
J.W. Cole Advisors, Inc.
INCREASED
Shares17,570 from 10,490
Change+7,080 (+67%)
Value$6.8M (+$4.1M)
Filed 2026-11-05
Maryland State Retirement & Pension System
DECREASED
Shares17,542 from 155,975
Change-138,433 (-89%)
Value$6.8M (-$33.8M)
Filed 2026-11-05
Triad Wealth Partners, LLC
INCREASED
Shares17,277 from 17,157
Change+120 (+1%)
Value$6.7M (+$1.4M)
Filed 2026-10-26
Vise Technologies, Inc.
INCREASED
Shares17,247 from 12,684
Change+4,563 (+36%)
Value$6.7M (+$3.4M)
Filed 2026-10-29
Farther Finance Advisors, LLC
INCREASED
Shares17,043 from 15,668
Change+1,375 (+9%)
Value$6.6M (+$2.5M)
Filed 2026-10-08
Simplicity Wealth,LLC
INCREASED
Shares17,001 from 15,394
Change+1,607 (+10%)
Value$6.6M (+$2.6M)
Filed 2026-10-23
Viking Fund Management LLC
DECREASED
Shares17,000 from 29,000
Change-12,000 (-41%)
Value$6.6M (-$963.4K)
Filed 2026-10-14
Ethic Inc.
DECREASED
Shares16,836 from 17,191
Change-355 (-2%)
Value$6.5M (+$2.0M)
Filed 2026-11-03
RED Cedar Investment Management, LLC
DECREASED
Shares16,815 from 27,052
Change-10,237 (-38%)
Value$6.5M (-$527.8K)
Filed 2026-11-04
Barings LLC
DECREASED
Shares16,795 from 33,649
Change-16,854 (-50%)
Value$6.5M (-$2.3M)
Filed 2026-10-22
Heritage Wealth Management, Inc.
DECREASED
Shares16,564 from 17,147
Change-583 (-3%)
Value$6.4M (+$2.0M)
Filed 2026-10-28
Dana Investment Advisors, Inc.
DECREASED
Shares16,403 from 17,472
Change-1,069 (-6%)
Value$6.4M (+$1.8M)
Filed 2026-11-06
Ascent Wealth Partners, LLC
DECREASED
Shares16,272 from 16,505
Change-233 (-1%)
Value$6.3M (+$2.0M)
Filed 2026-10-23
Heritage Trust Co
DECREASED
Shares16,137 from 16,193
Change-56 (0%)
Value$6.3M (+$2.0M)
Filed 2026-11-09
Unison Advisors LLC
INCREASED
Shares15,985 from 15,918
Change+67 (+0%)
Value$6.2M (+$2.1M)
Filed 2026-10-29
Thrivent Financial for Lutherans
DECREASED
Shares15,958 from 16,528
Change-570 (-3%)
Value$6.2K (-$4.3M)
Filed 2026-11-05
Raiffeisen Bank International AG
INCREASED
Shares15,853 from 5,610
Change+10,243 (+183%)
Value$6.1M (+$4.7M)
Filed 2026-10-28
Geneos Wealth Management Inc.
DECREASED
Shares15,776 from 15,922
Change-146 (-1%)
Value$6.1M (+$2.0M)
Filed 2026-11-09
Indivisible Partners
INCREASED
Shares15,733 from 2,722
Change+13,011 (+478%)
Value$6.1M (+$5.4M)
Filed 2026-10-26
Diversified Trust Co
INCREASED
Shares15,697 from 15,519
Change+178 (+1%)
Value$6.1M (+$2.0M)
Filed 2026-11-06
AlphaCore Capital LLC
INCREASED
Shares15,611 from 11,990
Change+3,621 (+30%)
Value$6.1M (+$2.9M)
Filed 2026-11-04
Jacobi Capital Management LLC
DECREASED
Shares15,542 from 16,686
Change-1,144 (-7%)
Value$6.0M (+$1.7M)
Filed 2026-11-05
Gamma Investing LLC
INCREASED
Shares15,464 from 14,769
Change+695 (+5%)
Value$6.0M (+$2.1M)
Filed 2026-10-08
Hartford Investment Management Co
DECREASED
Shares15,382 from 16,378
Change-996 (-6%)
Value$6.0M (+$1.7M)
Filed 2026-11-04
Compound Planning, Inc.
INCREASED
Shares15,326 from 12,739
Change+2,587 (+20%)
Value$5.9M (+$2.6M)
Filed 2026-11-09
Donaldson Capital Management, LLC
DECREASED
Shares15,285 from 16,262
Change-977 (-6%)
Value$5.9M (+$1.7M)
Filed 2026-11-09
New Mexico Educational Retirement Board
UNCHANGED
Shares15,216 from 15,216
Change0 (0%)
Value$5.9K (-$4.0M)
Filed 2026-11-05
Fruth Investment Management
DECREASED
Shares15,200 from 15,250
Change-50 (0%)
Value$5.9K (+$1.9K)
Filed 2026-10-13
Mitchell & Pahl Private Wealth, LLC
DECREASED
Shares15,145 from 15,370
Change-225 (-1%)
Value$5.9M (+$1.9M)
Filed 2026-10-14
Nemes Rush Group LLC
DECREASED
Shares14,956 from 15,537
Change-581 (-4%)
Value$5.8M (+$1.8M)
Filed 2026-11-04
BankPlus Trust Department
INCREASED
Shares14,719 from 14,316
Change+403 (+3%)
Value$5.7M (+$2.0M)
Filed 2026-11-06
Davenport & Co LLC
DECREASED
Shares14,705 from 15,802
Change-1,097 (-7%)
Value$5.7M (+$1.6M)
Filed 2026-10-14
Bank & Trust Co
DECREASED
Shares14,202 from 14,249
Change-47 (0%)
Value$5.5M (+$1.8M)
Filed 2026-10-07
Louisiana State Employees Retirement System
DECREASED
Shares14,200 from 15,200
Change-1,000 (-7%)
Value$5.5M (+$1.5M)
Filed 2026-10-20
Level Four Advisory Services, LLC
INCREASED
Shares14,194 from 13,586
Change+608 (+4%)
Value$5.5M (+$2.0M)
Filed 2026-11-06
Canada Post Corp Registered Pension Plan
INCREASED
Shares14,100 from 13,558
Change+542 (+4%)
Value$5.5M (+$1.9M)
Filed 2026-11-09
Hanson & Doremus Investment Management
DECREASED
Shares13,979 from 14,256
Change-277 (-2%)
Value$5.4K (-$3.7M)
Filed 2026-10-16
M3 Wealth Management, LLC
DECREASED
Shares13,919 from 16,512
Change-2,593 (-16%)
Value$5.4M (+$1.1M)
Filed 2026-11-09
MBM Wealth Consultants, LLC
DECREASED
Shares13,838 from 14,167
Change-329 (-2%)
Value$5.4M (+$1.7M)
Filed 2026-10-20
BAR Harbor Wealth Management
INCREASED
Shares13,808 from 13,533
Change+275 (+2%)
Value$5.4M (+$1.8M)
Filed 2026-10-21
AlphaStar Capital Management, LLC
INCREASED
Shares13,664 from 2,349
Change+11,315 (+482%)
Value$5.3M (+$4.7M)
Filed 2026-10-16
Nations Financial Group Inc,
INCREASED
Shares13,544 from 7,455
Change+6,089 (+82%)
Value$5.3M (+$3.3M)
Filed 2026-11-05
Fifth Third Wealth Advisors LLC
INCREASED
Shares13,453 from 13,385
Change+68 (+1%)
Value$5.2M (+$1.7M)
Filed 2026-10-22
Decker Wealth Management LLC
NEW
Shares13,350
Change+13,350
Value$5.2M
Filed 2026-10-09
Danske Bank A/S
DECREASED
Shares13,331 from 13,831
Change-500 (-4%)
Value$5.2M (+$1.6M)
Filed 2026-11-09
Park Capital Management, LLC / WI
INCREASED
Shares13,310 from 3,422
Change+9,888 (+289%)
Value$5.2M (+$4.3M)
Filed 2026-10-13
Community Financial Services Group, LLC
DECREASED
Shares13,175 from 13,476
Change-301 (-2%)
Value$5.4M (+$1.8M)
Filed 2026-10-15
Confluence Wealth Services, Inc.
INCREASED
Shares12,923 from 9,564
Change+3,359 (+35%)
Value$5.0M (+$2.5M)
Filed 2026-11-05
Financiere des Professionnels - Fonds d'investissement inc.
UNCHANGED
Shares12,921 from 12,921
Change0 (0%)
Value$5.0M (+$1.6M)
Filed 2026-11-03
Monument Capital Management
INCREASED
Shares12,800 from 12,365
Change+435 (+4%)
Value$5.0M (+$1.7M)
Filed 2026-10-09
North Dakota State Investment Board
INCREASED
Shares12,771 from 9,039
Change+3,732 (+41%)
Value$5.0M (+$2.6M)
Filed 2026-10-27
SBI Securities Co., Ltd.
INCREASED
Shares12,672 from 1,794
Change+10,878 (+606%)
Value$4.9M (+$4.4M)
Filed 2026-10-22
NLB Skladi, upravljanje premozenja, d.o.o.
INCREASED
Shares12,520 from 6,748
Change+5,772 (+86%)
Value$4.9M (+$3.1M)
Filed 2026-10-22
Old Second National Bank of Aurora
DECREASED
Shares12,508 from 19,275
Change-6,767 (-35%)
Value$4.8M (-$171.8K)
Filed 2026-10-22
Old National Bancorp
DECREASED
Shares12,489 from 12,627
Change-138 (-1%)
Value$4.8M (+$1.6M)
Filed 2026-10-20
Community Trust & Investment Co
DECREASED
Shares12,367 from 15,328
Change-2,961 (-19%)
Value$4.8M (+$801.5K)
Filed 2026-10-15
Paradigm Asset Management Co LLC
DECREASED
Shares12,300 from 13,700
Change-1,400 (-10%)
Value$4.8M (+$1.2M)
Filed 2026-11-05
Choreo, LLC
INCREASED
Shares12,297 from 11,826
Change+471 (+4%)
Value$4.8M (+$1.7M)
Filed 2026-10-28
Apollon Wealth Management, LLC
INCREASED
Shares12,237 from 11,890
Change+347 (+3%)
Value$4.7M (+$1.6M)
Filed 2026-10-23
Clearstead Advisors, LLC
DECREASED
Shares12,120 from 12,438
Change-318 (-3%)
Value$4.7M (+$1.5M)
Filed 2026-11-06
King Luther Capital Management Corp
INCREASED
Shares12,029 from 11,933
Change+96 (+1%)
Value$4.7M (+$1.6M)
Filed 2026-11-05
Independent Solutions Wealth Management, LLC
DECREASED
Shares12,017 from 12,727
Change-710 (-6%)
Value$4.7M (+$1.3M)
Filed 2026-10-28
PKO Investment Management Joint-Stock Co
NEW
Shares11,864
Change+11,864
Value$4.6M
Filed 2026-10-19
SteelPeak Wealth, LLC
INCREASED
Shares11,861 from 1,345
Change+10,516 (+782%)
Value$4.6M (+$4.2M)
Filed 2026-10-16
Courier Capital LLC
DECREASED
Shares11,836 from 11,946
Change-110 (-1%)
Value$4.6M (+$1.5M)
Filed 2026-10-19
Plato Investment Management Ltd
INCREASED
Shares11,783 from 2,888
Change+8,895 (+308%)
Value$4.6M (+$3.8M)
Filed 2026-11-05
Tokio Marine Asset Management Co LTD
INCREASED
Shares11,783 from 11,646
Change+137 (+1%)
Value$4.6M (+$1.5M)
Filed 2026-10-26
Ashton Thomas Private Wealth, LLC
INCREASED
Shares11,765 from 9,803
Change+1,962 (+20%)
Value$4.6M (+$2.0M)
Filed 2026-11-03
First Citizens Bank & Trust Co
INCREASED
Shares11,699 from 7,495
Change+4,204 (+56%)
Value$4.5M (+$2.6M)
Filed 2026-10-14
Caldwell Trust Co
DECREASED
Shares11,496 from 11,862
Change-366 (-3%)
Value$4.5M (+$1.4M)
Filed 2026-10-30
Wedmont Private Capital
INCREASED
Shares11,395 from 8,311
Change+3,084 (+37%)
Value$5.1M (+$2.7M)
Filed 2026-10-09
Daymark Wealth Partners, LLC
INCREASED
Shares11,370 from 9,732
Change+1,638 (+17%)
Value$4.4M (+$1.9M)
Filed 2026-11-04
HUB Investment Partners, LLC
INCREASED
Shares11,154 from 10,135
Change+1,019 (+10%)
Value$4.3M (+$1.7M)
Filed 2026-11-03
StoneX Group Inc.
DECREASED
Shares11,026 from 16,876
Change-5,850 (-35%)
Value$4.3M (-$133.5K)
Filed 2026-11-03
Regions Financial Corp
DECREASED
Shares10,785 from 19,402
Change-8,617 (-44%)
Value$4.2M (-$872.7K)
Filed 2026-11-05
Huntleigh Advisors, Inc.
INCREASED
Shares10,732 from 10,432
Change+300 (+3%)
Value$4.2M (+$1.4M)
Filed 2026-11-03
Parkway Wealth Management Group, LLC
NEW
Shares10,577
Change+10,577
Value$4.1M
Filed 2026-10-20
SVB Wealth LLC
DECREASED
Shares10,516 from 13,958
Change-3,442 (-25%)
Value$4.1M (+$441.0K)
Filed 2026-11-06
Mengis Capital Management, Inc.
DECREASED
Shares10,474 from 10,518
Change-44 (0%)
Value$4.1M (+$1.3M)
Filed 2026-10-13
SeaCrest Wealth Management, LLC
INCREASED
Shares10,447 from 10,303
Change+144 (+1%)
Value$4.0M (+$1.4M)
Filed 2026-10-21
Avidian Wealth Enterprises, LLC
DECREASED
Shares10,278 from 10,373
Change-95 (-1%)
Value$4.0M (+$1.3M)
Filed 2026-10-08
Chesley Taft & Associates LLC
INCREASED
Shares10,154 from 1,736
Change+8,418 (+485%)
Value$3.9M (+$3.5M)
Filed 2026-10-13
Meiji Yasuda America Inc
NEW
Shares10,109
Change+10,109
Value$3.9M
Filed 2026-10-22
Stablepoint Partners, LLC
DECREASED
Shares10,064 from 11,058
Change-994 (-9%)
Value$3.9M (+$1.0M)
Filed 2026-11-03
UMB Bank, n.a.
DECREASED
Shares10,012 from 10,588
Change-576 (-5%)
Value$3.9M (+$1.1M)
Filed 2026-11-06
BCM Advisors, LLC
DECREASED
Shares10,000 from 10,010
Change-10 (0%)
Value$4.0M (+$968.6K)
Filed 2026-11-03
Canal Insurance Co
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$3.9K (-$2.6M)
Filed 2026-10-20
Royal Palms Capital LLC
DECREASED
Shares9,841 from 11,434
Change-1,593 (-14%)
Value$3.8M (+$836.6K)
Filed 2026-10-23
Alps Advisors Inc
INCREASED
Shares9,749 from 9,341
Change+408 (+4%)
Value$3.8M (+$1.3M)
Filed 2026-11-03
Elevation Point Wealth Partners, LLC
INCREASED
Shares9,747 from 5,817
Change+3,930 (+68%)
Value$3.8M (+$2.3M)
Filed 2026-11-05
Profund Advisors LLC
DECREASED
Shares9,741 from 13,136
Change-3,395 (-26%)
Value$3.8M (+$354.6K)
Filed 2026-10-29
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares9,650 from 9,650
Change0 (0%)
Value$2.5M ($0)
Filed 2026-10-15
Great Diamond Partners, LLC
DECREASED
Shares9,637 from 9,744
Change-107 (-1%)
Value$3.7M (+$1.2M)
Filed 2026-10-13
Citizens Financial Group Inc
INCREASED
Shares9,566 from 6,958
Change+2,608 (+37%)
Value$3.7M (+$1.9M)
Filed 2026-10-23
First Merchants Corp
DECREASED
Shares9,561 from 9,982
Change-421 (-4%)
Value$3.7M (+$1.1M)
Filed 2026-10-15
Americana Partners, LLC
INCREASED
Shares9,550 from 2,031
Change+7,519 (+370%)
Value$3.7M (+$3.2M)
Filed 2026-10-28
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
DECREASED
Shares9,507 from 14,968
Change-5,461 (-36%)
Value$3.7M (-$213.3K)
Filed 2026-10-22
Fulton Bank, N.A.
DECREASED
Shares9,472 from 11,486
Change-2,014 (-18%)
Value$3.7M (+$680.0K)
Filed 2026-10-14
Machina Capital S.A.S.
NEW
Shares9,431
Change+9,431
Value$3.7M
Filed 2026-11-05
Coldstream Capital Management Inc
INCREASED
Shares9,431 from 8,378
Change+1,053 (+13%)
Value$3.7M (+$1.5M)
Filed 2026-11-09
Providence Wealth Advisors, LLC
DECREASED
Shares9,428 from 9,531
Change-103 (-1%)
Value$3.8M (+$1.3M)
Filed 2026-10-29
Ascent Group, LLC
DECREASED
Shares9,366 from 9,385
Change-19 (0%)
Value$3.6M (+$1.2M)
Filed 2026-10-30
Legacy Bridge, LLC
INCREASED
Shares9,357 from 9,302
Change+55 (+1%)
Value$3.6M (+$1.2M)
Filed 2026-10-28
Great Valley Advisor Group, Inc.
INCREASED
Shares9,313 from 9,153
Change+160 (+2%)
Value$3.6M (+$1.2M)
Filed 2026-11-09
Donoghue Forlines LLC
NEW
Shares9,113
Change+9,113
Value$3.5M
Filed 2026-11-02
Marino, Stram & Associates LLC
DECREASED
Shares8,940 from 9,036
Change-96 (-1%)
Value$3.5M (+$1.1M)
Filed 2026-10-22
Mader & Shannon Wealth Management, Inc.
DECREASED
Shares8,930 from 20,222
Change-11,292 (-56%)
Value$3.5M (-$1.8M)
Filed 2026-11-02
Legacy Financial Independent Advisors LLC
NEW
Shares8,885
Change+8,885
Value$3.4M
Filed 2026-11-02
Cherokee Insurance Co
DECREASED
Shares8,850 from 11,350
Change-2,500 (-22%)
Value$3.4M (+$474.4K)
Filed 2026-11-05
Inscription Capital, LLC
DECREASED
Shares8,771 from 10,384
Change-1,613 (-16%)
Value$3.4M (+$695.4K)
Filed 2026-11-02
Altfest L J & Co Inc
INCREASED
Shares8,617 from 6,502
Change+2,115 (+33%)
Value$3.3M (+$1.6M)
Filed 2026-10-27
DSG Capital Advisors, LLC
INCREASED
Shares8,599 from 8,235
Change+364 (+4%)
Value$3.3M (+$850.8K)
Filed 2026-11-05
Brighton Jones LLC
INCREASED
Shares8,594 from 7,994
Change+600 (+8%)
Value$3.3M (+$1.2M)
Filed 2026-11-03
Prime Capital Investment Advisors, LLC
DECREASED
Shares8,573 from 9,618
Change-1,045 (-11%)
Value$3.3M (+$818.0K)
Filed 2026-10-20
Citizens National Bank Trust Department
DECREASED
Shares8,510 from 8,628
Change-118 (-1%)
Value$3.3M (+$1.1M)
Filed 2026-11-04
Roman Butler Fullerton & Co
DECREASED
Shares8,487 from 8,674
Change-187 (-2%)
Value$3.7M (+$1.1M)
Filed 2026-10-27
Coastline Trust Co
DECREASED
Shares8,486 from 9,086
Change-600 (-7%)
Value$3.3M (+$922.9K)
Filed 2026-10-01
Peddock Capital Advisors, LLC
DECREASED
Shares8,445 from 8,548
Change-103 (-1%)
Value$3.3M (+$1.0M)
Filed 2026-10-16
Vontobel Holding Ltd.
INCREASED
Shares8,401 from 7,507
Change+894 (+12%)
Value$3.3M (+$1.3M)
Filed 2026-10-16
Catalyst Capital Advisors LLC
UNCHANGED
Shares8,350 from 8,350
Change0 (0%)
Value$3.2M (+$1.1M)
Filed 2026-11-02
Banco Santander, S.A.
DECREASED
Shares8,332 from 9,638
Change-1,306 (-14%)
Value$3.2M (+$719.4K)
Filed 2026-11-10
Valeo Financial Advisors, LLC
INCREASED
Shares8,304 from 8,044
Change+260 (+3%)
Value$3.2M (+$1.1M)
Filed 2026-10-08
Emerald Investment Advisers, LLC
DECREASED
Shares8,280 from 9,006
Change-726 (-8%)
Value$3.2M (+$863.9K)
Filed 2026-11-09
O'Domhnaill Enterprises, Inc.
INCREASED
Shares8,246 from 5,286
Change+2,960 (+56%)
Value$3.2M (+$1.8M)
Filed 2026-10-29
Chicago Partners Investment Group LLC
INCREASED
Shares8,243 from 7,672
Change+571 (+7%)
Value$3.5M (+$1.1M)
Filed 2026-10-27
Spire Wealth Management
INCREASED
Shares8,179 from 2,261
Change+5,918 (+262%)
Value$3.2M (+$2.6M)
Filed 2026-10-30
Compass Financial Management LLC
DECREASED
Shares8,132 from 8,760
Change-628 (-7%)
Value$3.2M (+$805.6K)
Filed 2026-10-30
EverSource Wealth Advisors, LLC
INCREASED
Shares8,116 from 7,819
Change+297 (+4%)
Value$3.1M (+$1.1M)
Filed 2026-11-04
First United Bank & Trust
DECREASED
Shares8,110 from 8,248
Change-138 (-2%)
Value$3.1M (+$995.4K)
Filed 2026-10-22
Signal Advisors Wealth, LLC
INCREASED
Shares8,030 from 2,319
Change+5,711 (+246%)
Value$3.1M (+$2.5M)
Filed 2026-10-13
Cidel Asset Management Inc
DECREASED
Shares8,009 from 9,215
Change-1,206 (-13%)
Value$3.1M (+$704.4K)
Filed 2026-10-29
Arrow Capital Pty Ltd
DECREASED
Shares8,000 from 20,000
Change-12,000 (-60%)
Value$3.1M (-$2.1M)
Filed 2026-11-06
Kornitzer Capital Management Inc
DECREASED
Shares7,989 from 8,989
Change-1,000 (-11%)
Value$3.1M (+$755.5K)
Filed 2026-11-03
Flagship Harbor Advisors, LLC
DECREASED
Shares7,973 from 8,187
Change-214 (-3%)
Value$3.1M (+$958.1K)
Filed 2026-10-26
Smart Wealth LLC
NEW
Shares7,944
Change+7,944
Value$3.1M
Filed 2026-11-04
Diversify Wealth Management, LLC
INCREASED
Shares7,820 from 3,841
Change+3,979 (+104%)
Value$3.5M (+$2.3M)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares7,820 from 3,841
Change+3,979 (+104%)
Value$3.5M (+$2.3M)
Filed 2026-10-20
Larson Financial Group LLC
INCREASED
Shares7,811 from 7,142
Change+669 (+9%)
Value$3.0M (+$1.2M)
Filed 2026-11-05
IFP Advisors, Inc
INCREASED
Shares7,685 from 7,601
Change+84 (+1%)
Value$3.0M (+$999.2K)
Filed 2026-10-16
Fulcrum Asset Management LLP
INCREASED
Shares7,681 from 11
Change+7,670 (+69727%)
Value$3.0M (+$3.0M)
Filed 2026-11-04
Harbor Capital Advisors, Inc.
INCREASED
Shares7,636 from 7,585
Change+51 (+1%)
Value$3.0K (-$2.0M)
Filed 2026-10-22
Kathmere Capital Management, LLC
DECREASED
Shares7,598 from 7,839
Change-241 (-3%)
Value$2.9M (+$903.5K)
Filed 2026-10-20
Smithbridge Asset Management Inc
DECREASED
Shares7,592 from 7,691
Change-99 (-1%)
Value$2.9M (+$939.7K)
Filed 2026-10-19
River Street Advisors LLC
DECREASED
Shares7,483 from 12,385
Change-4,902 (-40%)
Value$2.9M (-$325.1K)
Filed 2026-10-22
Securian Asset Management, Inc
DECREASED
Shares7,479 from 7,890
Change-411 (-5%)
Value$2.9M (+$455.8K)
Filed 2026-11-06
Williams Jones Wealth Management, Llc.
DECREASED
Shares7,369 from 9,177
Change-1,808 (-20%)
Value$2.9M (+$466.2K)
Filed 2026-11-05
Greenfield Savings Bank
DECREASED
Shares7,356 from 7,393
Change-37 (0%)
Value$2.9M (+$925.8K)
Filed 2026-10-07
Cantor Fitzgerald Investment Advisors L.P.
NEW
Shares7,330
Change+7,330
Value$2.8M
Filed 2026-10-21
Financial Synergies Wealth Advisors, Inc.
DECREASED
Shares7,175 from 9,164
Change-1,989 (-22%)
Value$2.8M (+$394.6K)
Filed 2026-10-16
Sigma Planning Corp
INCREASED
Shares7,171 from 7,142
Change+29 (+0%)
Value$2.8M (+$919.3K)
Filed 2026-10-23
Catherine Avery Investment Management LLC
DECREASED
Shares7,105 from 7,196
Change-91 (-1%)
Value$2.8M (+$879.8K)
Filed 2026-10-14
Apella Capital, LLC
INCREASED
Shares7,087 from 6,782
Change+305 (+5%)
Value$3.0M (+$1.2M)
Filed 2026-10-08
Access Financial Services, Inc.
DECREASED
Shares7,032 from 9,268
Change-2,236 (-24%)
Value$2.7M (+$311.9K)
Filed 2026-11-09
Neumann Capital Management, LLC
NEW
Shares6,830
Change+6,830
Value$2.6M
Filed 2026-10-15
New England Research & Management, Inc.
NEW
Shares6,825
Change+6,825
Value$2.6M
Filed 2026-10-16
Myriad Asset Management Advisors LLC
DECREASED
Shares6,815 from 10,869
Change-4,054 (-37%)
Value$2.6M (-$189.0K)
Filed 2026-11-03
Carolina Wealth Advisors, LLC
INCREASED
Shares6,653 from 18
Change+6,635 (+36861%)
Value$2.6M (+$2.6M)
Filed 2026-10-23
Krilogy Financial LLC
INCREASED
Shares6,638 from 6,308
Change+330 (+5%)
Value$2.9M (+$1.3M)
Filed 2026-10-13
Florida Trust Wealth Management Co
INCREASED
Shares6,637 from 6,130
Change+507 (+8%)
Value$2.6M (+$976.1K)
Filed 2026-11-05
Wright Investors Service Inc
DECREASED
Shares6,631 from 6,896
Change-265 (-4%)
Value$2.6M (+$774.2K)
Filed 2026-11-02
Ables, Iannone, Moore & Associates, Inc.
DECREASED
Shares6,604 from 6,763
Change-159 (-2%)
Value$2.6M (+$798.4K)
Filed 2026-10-06
Impact Partnership Wealth, LLC
DECREASED
Shares6,540 from 8,011
Change-1,471 (-18%)
Value$2.5M (+$448.6K)
Filed 2026-11-09
Twin Tree Management, LP
DECREASED
Shares6,522 from 6,624
Change-102 (-2%)
Value$2.5M (+$802.8K)
Filed 2026-11-10
V-Square Quantitative Management LLC
DECREASED
Shares6,514 from 6,708
Change-194 (-3%)
Value$2.5M (+$777.9K)
Filed 2026-10-15
Bryn Mawr Trust Advisors, LLC
INCREASED
Shares6,473 from 6,451
Change+22 (+0%)
Value$2.5M (+$828.7K)
Filed 2026-11-04
Venture Visionary Partners LLC
INCREASED
Shares6,423 from 5,897
Change+526 (+9%)
Value$2.5M (+$953.8K)
Filed 2026-10-07
Delta Financial Advisors LLC
INCREASED
Shares6,404 from 6,214
Change+190 (+3%)
Value$2.5M (+$863.9K)
Filed 2026-10-27
Greenleaf Trust
DECREASED
Shares6,397 from 7,190
Change-793 (-11%)
Value$2.5M (+$607.0K)
Filed 2026-10-29
Legacy Trust
DECREASED
Shares6,389 from 6,694
Change-305 (-5%)
Value$2.6M (+$810.0K)
Filed 2026-11-06
Avior Wealth Management, LLC
DECREASED
Shares6,388 from 7,859
Change-1,471 (-19%)
Value$2.5M (+$429.1K)
Filed 2026-10-13
Wesbanco Bank Inc
DECREASED
Shares6,383 from 7,100
Change-717 (-10%)
Value$2.5M (+$625.0K)
Filed 2026-11-04
Manske Wealth Management
INCREASED
Shares6,314 from 5,918
Change+396 (+7%)
Value$2.4M (+$905.9K)
Filed 2026-10-26
Tema Etfs LLC
INCREASED
Shares6,296 from 6,270
Change+26 (+0%)
Value$2.4M (+$807.4K)
Filed 2026-10-16
FCG Investment Co
INCREASED
Shares6,276 from 5,447
Change+829 (+15%)
Value$2.4M (+$1.0M)
Filed 2026-10-13
Moors & Cabot, Inc.
DECREASED
Shares6,228 from 6,594
Change-366 (-6%)
Value$2.4M (+$696.8K)
Filed 2026-11-06
Azzad Asset Management Inc
DECREASED
Shares6,188 from 6,232
Change-44 (-1%)
Value$2.4M (+$775.3K)
Filed 2026-11-04
KCM Investment Advisors LLC
DECREASED
Shares6,075 from 6,764
Change-689 (-10%)
Value$2.4M (+$593.1K)
Filed 2026-10-27
GoalVest Advisory LLC
DECREASED
Shares6,019 from 6,169
Change-150 (-2%)
Value$2.3M (+$726.4K)
Filed 2026-10-02
Linscomb Wealth, Inc.
UNCHANGED
Shares5,972 from 5,972
Change0 (0%)
Value$2.3M (+$759.4K)
Filed 2026-11-05
Oak Thistle LLC
NEW
Shares5,962
Change+5,962
Value$2.3M
Filed 2026-10-21
Teamwork Financial Advisors, LLC
DECREASED
Shares5,962 from 18,445
Change-12,483 (-68%)
Value$2.3M (-$2.5M)
Filed 2026-10-19
Brookstone Capital Management
DECREASED
Shares5,947 from 7,221
Change-1,274 (-18%)
Value$2.3M (+$424.5K)
Filed 2026-10-22
MFG Wealth Management, Inc.
DECREASED
Shares5,934 from 6,804
Change-870 (-13%)
Value$2.3M (+$528.2K)
Filed 2026-10-09
Parsons Capital Management Inc
INCREASED
Shares5,897 from 5,386
Change+511 (+9%)
Value$2.3M (+$883.0K)
Filed 2026-10-28
Cypress Wealth Services, LLC
INCREASED
Shares5,891 from 5,886
Change+5 (+0%)
Value$2.5M (+$936.6K)
Filed 2026-10-21
Forteris Wealth Management Inc.
UNCHANGED
Shares5,884 from 5,884
Change0 (0%)
Value$2.3M (+$748.3K)
Filed 2026-10-13
Lewis Asset Management, LLC
DECREASED
Shares5,838 from 5,913
Change-75 (-1%)
Value$2.3M (+$723.1K)
Filed 2026-10-14
Kennondale Capital Management LLC
UNCHANGED
Shares5,825 from 5,825
Change0 (0%)
Value$2.3M (+$740.8K)
Filed 2026-11-09
Kestra Investment Management, LLC
INCREASED
Shares5,807 from 890
Change+4,917 (+552%)
Value$2.3M (+$2.0M)
Filed 2026-11-04
Sagespring Wealth Partners, LLC
INCREASED
Shares5,769 from 5,068
Change+701 (+14%)
Value$2.2M (+$916.2K)
Filed 2026-10-22
Archford Capital Strategies, LLC
INCREASED
Shares5,758 from 5,103
Change+655 (+13%)
Value$2.2M (+$902.8K)
Filed 2026-10-19
Sather Financial Group Inc
UNCHANGED
Shares5,755 from 5,755
Change0 (0%)
Value$2.2M (+$731.9K)
Filed 2026-10-30
Ascentis Independent Advisors
INCREASED
Shares5,737 from 11
Change+5,726 (+52055%)
Value$2.2M (+$2.2M)
Filed 2026-11-03
Koshinski Asset Management, Inc.
INCREASED
Shares5,732 from 5,638
Change+94 (+2%)
Value$2.2M (+$753.3K)
Filed 2026-10-29
Moody National Bank Trust Division
DECREASED
Shares5,717 from 7,295
Change-1,578 (-22%)
Value$2.2M (+$316.1K)
Filed 2026-10-06
Westwind Capital
INCREASED
Shares5,706 from 5,529
Change+177 (+3%)
Value$2.2K (+$772)
Filed 2026-10-08
Mccarter Private Wealth Services LLC
DECREASED
Shares5,698 from 5,868
Change-170 (-3%)
Value$2.2M (+$680.3K)
Filed 2026-10-22
Garrett Wealth Advisory Group, LLC
UNCHANGED
Shares5,660 from 5,660
Change0 (0%)
Value$2.2M (+$719.8K)
Filed 2026-10-22
Rockland Trust Co
DECREASED
Shares5,651 from 5,669
Change-18 (0%)
Value$2.2M (+$714.0K)
Filed 2026-10-05
Patton Fund Management, Inc.
DECREASED
Shares5,627 from 10,025
Change-4,398 (-44%)
Value$2.2M (-$429.8K)
Filed 2026-10-13
Leavell Investment Management, Inc.
INCREASED
Shares5,613 from 4,701
Change+912 (+19%)
Value$2.2M (+$951.3K)
Filed 2026-11-09
Pekin Hardy Strauss, Inc.
DECREASED
Shares5,602 from 5,640
Change-38 (-1%)
Value$2.2M (+$702.5K)
Filed 2026-11-02
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares5,598 from 4,658
Change+940 (+20%)
Value$2.2M (+$956.7K)
Filed 2026-10-27
Quadrant Capital Group LLC
DECREASED
Shares5,525 from 5,653
Change-128 (-2%)
Value$2.5M (+$1.0M)
Filed 2026-10-20
Argyle Capital Management, LLC
UNCHANGED
Shares5,500 from 5,500
Change0 (0%)
Value$2.1M (+$699.4K)
Filed 2026-10-28
Atlantic Edge Private Wealth Management, LLC
DECREASED
Shares5,493 from 7,661
Change-2,168 (-28%)
Value$2.1M (+$134.0K)
Filed 2026-10-20
Csenge Advisory Group
DECREASED
Shares5,492 from 5,908
Change-416 (-7%)
Value$2.1M (+$589.9K)
Filed 2026-11-04
Kendall Capital Management
DECREASED
Shares5,350 from 5,445
Change-95 (-2%)
Value$2.1M (+$655.6K)
Filed 2026-10-23
Signaturefd, LLC
INCREASED
Shares5,333 from 4,096
Change+1,237 (+30%)
Value$2.1M (+$1.0M)
Filed 2026-10-23
Bank of Nova Scotia Trust Co
INCREASED
Shares5,318 from 5,299
Change+19 (+0%)
Value$2.1M (+$681.2K)
Filed 2026-11-10
180 Wealth Advisors, LLC
INCREASED
Shares5,317 from 5,289
Change+28 (+1%)
Value$2.1M (+$683.5K)
Filed 2026-11-03
Ballast, Inc.
DECREASED
Shares5,307 from 6,217
Change-910 (-15%)
Value$2.1M (+$437.9K)
Filed 2026-10-20
DMC Group, LLC
INCREASED
Shares5,300 from 5,222
Change+78 (+1%)
Value$2.1M (+$694.3K)
Filed 2026-10-26
Wealthstar Advisors, LLC
DECREASED
Shares5,268 from 6,542
Change-1,274 (-19%)
Value$2.0M (+$338.2K)
Filed 2026-10-19
Turning Point Benefit Group, Inc.
DECREASED
Shares5,258 from 6,455
Change-1,197 (-19%)
Value$2.1M (+$457.8K)
Filed 2026-10-28
LBP AM SA
DECREASED
Shares5,227 from 5,471
Change-244 (-4%)
Value$2.0M (+$601.2K)
Filed 2026-11-06
Point Nemo Capital, LLC
INCREASED
Shares5,224 from 5,134
Change+90 (+2%)
Value$2.0M (+$687.7K)
Filed 2026-11-03
Fearless Solutions, LLC dba Best Invest
DECREASED
Shares5,202 from 5,210
Change-8 (0%)
Value$2.0M (+$659.5K)
Filed 2026-10-14
Nicholas Wealth, Llc.
DECREASED
Shares5,171 from 5,315
Change-144 (-3%)
Value$2.0M (+$620.0K)
Filed 2026-10-26
Purkiss Capital Advisors LLC
INCREASED
Shares5,088 from 5,084
Change+4 (+0%)
Value$2.0M (+$648.2K)
Filed 2026-11-06
Aprio Wealth Management, LLC
INCREASED
Shares5,067 from 4,335
Change+732 (+17%)
Value$2.0M (+$835.0K)
Filed 2026-10-28
E&G Advisors, LLC
UNCHANGED
Shares5,018 from 5,018
Change0 (0%)
Value$1.9M (+$638.1K)
Filed 2026-10-13
Sovran Advisors, LLC
INCREASED
Shares4,979 from 4,928
Change+51 (+1%)
Value$1.9M (+$441.8K)
Filed 2026-11-02
Rosenberg Matthew Hamilton
UNCHANGED
Shares4,932 from 4,932
Change0 (0%)
Value$1.9M (+$627.2K)
Filed 2026-10-05
Quad-Cities Investment Group, LLC
DECREASED
Shares4,928 from 5,289
Change-361 (-7%)
Value$1.9M (+$532.8K)
Filed 2026-10-16
denkapparat Operations GmbH
UNCHANGED
Shares4,914 from 4,914
Change0 (0%)
Value$1.9M (+$624.9K)
Filed 2026-11-09
Personal CFO Solutions, LLC
DECREASED
Shares4,863 from 5,729
Change-866 (-15%)
Value$1.9M (+$392.8K)
Filed 2026-11-06
Farmers & Merchants Trust Co of Chambersburg PA
DECREASED
Shares4,827 from 5,897
Change-1,070 (-18%)
Value$1.9K (-$1.5M)
Filed 2026-10-14
Strategy Asset Managers LLC
INCREASED
Shares4,812 from 4,504
Change+308 (+7%)
Value$1.9M (+$692.2K)
Filed 2026-10-14
Decision Investments, Inc
DECREASED
Shares4,794 from 4,801
Change-7 (0%)
Value$1.9M (+$607.8K)
Filed 2026-10-07
Wedbush Securities Inc
INCREASED
Shares4,793 from 4,159
Change+634 (+15%)
Value$1.9K (-$1.1M)
Filed 2026-10-22
Athena Wealth Management, LLC
INCREASED
Shares4,755 from 4,751
Change+4 (+0%)
Value$1.8M (+$605.7K)
Filed 2026-10-09
Zega Investments, LLC
DECREASED
Shares4,745 from 5,217
Change-472 (-9%)
Value$1.8M (+$480.5K)
Filed 2026-11-04
Verdence Capital Advisors LLC
INCREASED
Shares4,739 from 4,512
Change+227 (+5%)
Value$1.8M (+$661.9K)
Filed 2026-10-26
Realta Investment Advisors
INCREASED
Shares4,710 from 2,756
Change+1,954 (+71%)
Value$1.8M (+$1.1M)
Filed 2026-10-14
VestGen Advisors, LLC
INCREASED
Shares4,701 from 4,267
Change+434 (+10%)
Value$1.8M (+$710.9K)
Filed 2026-10-27
Norden Group LLC
DECREASED
Shares4,666 from 4,833
Change-167 (-3%)
Value$1.8M (+$550.2K)
Filed 2026-10-20
Phoenix Financial Ltd.
DECREASED
Shares4,661 from 6,885
Change-2,224 (-32%)
Value$1.8M (+$16.1K)
Filed 2026-11-09
111 Capital
INCREASED
Shares4,651 from 1,519
Change+3,132 (+206%)
Value$1.8M (+$1.4M)
Filed 2026-11-03
Intesa Sanpaolo Wealth Management
INCREASED
Shares4,632 from 4,572
Change+60 (+1%)
Value$1.8M (+$604.7K)
Filed 2026-10-28
Grimes & Co Wealth Management, LLC
INCREASED
Shares4,614 from 4,560
Change+54 (+1%)
Value$1.8M (+$600.7K)
Filed 2026-10-29
Gradient Investments LLC
DECREASED
Shares4,601 from 4,810
Change-209 (-4%)
Value$1.8M (+$530.7K)
Filed 2026-10-08
Kingswood Wealth Advisors, LLC
DECREASED
Shares4,556 from 4,980
Change-424 (-9%)
Value$1.8M (+$468.7K)
Filed 2026-10-23
Midwest Trust Co
DECREASED
Shares4,553 from 4,558
Change-5 (0%)
Value$1.8M (+$577.7K)
Filed 2026-10-22
Institute for Wealth Management, Llc.
INCREASED
Shares4,531 from 4,417
Change+114 (+3%)
Value$1.8M (+$606.0K)
Filed 2026-11-06
Patrick M Sweeney & Associates, Inc
DECREASED
Shares4,528 from 4,608
Change-80 (-2%)
Value$1.8M (+$555.1K)
Filed 2026-10-22
Investors Research Corp
DECREASED
Shares4,509 from 6,077
Change-1,568 (-26%)
Value$1.7M (+$165.0K)
Filed 2026-10-07
Laraway Financial Advisors Inc
DECREASED
Shares4,488 from 4,538
Change-50 (-1%)
Value$1.7M (+$557.8K)
Filed 2026-11-09
Moody Lynn Lieberson & Walker, LLC
UNCHANGED
Shares4,485 from 4,485
Change0 (0%)
Value$1.7M (+$570.4K)
Filed 2026-10-14
Portside Wealth Group, LLC
INCREASED
Shares4,451 from 4,005
Change+446 (+11%)
Value$1.7M (+$682.2K)
Filed 2026-10-20
Independent Financial Group, LLC
DECREASED
Shares4,433 from 4,730
Change-297 (-6%)
Value$1.7M (+$486.4K)
Filed 2026-10-13
Private Trust Co NA
INCREASED
Shares4,418 from 4,199
Change+219 (+5%)
Value$1.7M (+$618.7K)
Filed 2026-10-20
Symphony Financial, Ltd. Co.
DECREASED
Shares4,415 from 4,612
Change-197 (-4%)
Value$1.7M (+$522.2K)
Filed 2026-10-22
Harbour Investments, Inc.
DECREASED
Shares4,413 from 6,018
Change-1,605 (-27%)
Value$1.7M (+$143.2K)
Filed 2026-11-09
Cornerstone Wealth Management, LLC
INCREASED
Shares4,413 from 4,286
Change+127 (+3%)
Value$1.7M (+$594.2K)
Filed 2026-11-04
Keudell ison Wealth Management
DECREASED
Shares4,410 from 4,630
Change-220 (-5%)
Value$1.7M (+$503.5K)
Filed 2026-10-16
Private Advisory Group LLC
DECREASED
Shares4,400 from 5,406
Change-1,006 (-19%)
Value$1.7M (+$297.7K)
Filed 2026-11-06
Hara Capital LLC
UNCHANGED
Shares4,395 from 4,395
Change0 (0%)
Value$1.7M (+$558.9K)
Filed 2026-10-30
Old Port Advisors
DECREASED
Shares4,391 from 4,605
Change-214 (-5%)
Value$1.7M (+$502.7K)
Filed 2026-10-23
Perigon Wealth Management, LLC
INCREASED
Shares4,342 from 4,228
Change+114 (+3%)
Value$1.7M (+$581.9K)
Filed 2026-10-22
Tectonic Advisors LLC
DECREASED
Shares4,296 from 6,242
Change-1,946 (-31%)
Value$1.7M (+$39.5K)
Filed 2026-10-22
Summa Corp.
DECREASED
Shares4,250 from 5,400
Change-1,150 (-21%)
Value$1.6M (+$241.0K)
Filed 2026-10-30
Patriot Financial Group Insurance Agency, LLC
DECREASED
Shares4,214 from 4,422
Change-208 (-5%)
Value$1.6M (+$481.5K)
Filed 2026-10-14
Brady Martz Wealth Solutions, LLC
DECREASED
Shares4,160 from 4,394
Change-234 (-5%)
Value$1.6M (+$468.1K)
Filed 2026-11-05
Aviance Capital Partners, LLC
UNCHANGED
Shares4,135 from 4,135
Change0 (0%)
Value$1.6M (+$525.8K)
Filed 2026-10-29
B. Riley Wealth Advisors, Inc.
INCREASED
Shares4,109 from 1,747
Change+2,362 (+135%)
Value$1.6M (+$1.1M)
Filed 2026-10-13
MTM Investment Management, LLC
INCREASED
Shares4,101 from 4,100
Change+1 (+0%)
Value$1.6M (+$521.8K)
Filed 2026-10-30
Hennion & Walsh Asset Management, Inc.
DECREASED
Shares4,094 from 5,551
Change-1,457 (-26%)
Value$1.6M (+$141.2K)
Filed 2026-10-13
Axxcess Wealth Management, LLC
INCREASED
Shares4,064 from 2,707
Change+1,357 (+50%)
Value$1.6M (+$870.1K)
Filed 2026-10-21
Bill Few Associates, Inc.
INCREASED
Shares4,022 from 3,999
Change+23 (+1%)
Value$1.6M (+$517.4K)
Filed 2026-10-09
LEE Danner & Bass Inc
DECREASED
Shares4,015 from 4,040
Change-25 (-1%)
Value$1.6M (+$504.1K)
Filed 2026-10-27
Mullaney, Keating & Wright, Inc.
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$1.6M (+$508.7K)
Filed 2026-10-19
Cynosure Group, LLC
INCREASED
Shares3,993 from 2,490
Change+1,503 (+60%)
Value$1.5M (+$899.2K)
Filed 2026-11-03
Adirondack Trust Co
DECREASED
Shares3,993 from 4,136
Change-143 (-3%)
Value$1.5M (+$470.5K)
Filed 2026-10-14
CX Institutional
INCREASED
Shares3,954 from 3,645
Change+309 (+8%)
Value$1.5K (+$584)
Filed 2026-10-02
Parkside Financial Bank & Trust
INCREASED
Shares3,946 from 3,912
Change+34 (+1%)
Value$1.5M (+$510.7K)
Filed 2026-10-27
Romano Brothers and Company
DECREASED
Shares3,939 from 4,289
Change-350 (-8%)
Value$1.5M (+$409.8K)
Filed 2026-10-22
Segment Wealth Management, LLC
UNCHANGED
Shares3,904 from 3,904
Change0 (0%)
Value$1.5M (+$496.5K)
Filed 2026-10-26
Assetmark, Inc
INCREASED
Shares3,888 from 2,952
Change+936 (+32%)
Value$1.5M (+$738.2K)
Filed 2026-10-21
St. Johns Investment Management Company, LLC
INCREASED
Shares3,883 from 3,865
Change+18 (+0%)
Value$1.5M (+$498.5K)
Filed 2026-10-30
Western Wealth Management, LLC
DECREASED
Shares3,834 from 3,903
Change-69 (-2%)
Value$1.5M (+$469.5K)
Filed 2026-11-09
Cooper Financial Group
INCREASED
Shares3,824 from 2,843
Change+981 (+35%)
Value$1.5M (+$741.8K)
Filed 2026-10-07
Prudent Man Advisors, LLC
DECREASED
Shares3,819 from 4,145
Change-326 (-8%)
Value$1.5M (+$400.8K)
Filed 2026-11-03
Loudon Investment Management, LLC
DECREASED
Shares3,794 from 4,219
Change-425 (-10%)
Value$1.5M (+$371.8K)
Filed 2026-11-06
Burke & Herbert Bank & Trust Co
DECREASED
Shares3,775 from 3,920
Change-145 (-4%)
Value$1.5M (+$442.3K)
Filed 2026-11-02
Fortem Financial Group, LLC
DECREASED
Shares3,732 from 3,832
Change-100 (-3%)
Value$1.4M (+$448.6K)
Filed 2026-10-20
Aaron Wealth Advisors LLC
DECREASED
Shares3,732 from 3,774
Change-42 (-1%)
Value$1.4M (+$463.7K)
Filed 2026-10-13
Hilton Head Capital Partners, LLC
DECREASED
Shares3,700 from 4,525
Change-825 (-18%)
Value$1.4M (+$255.7K)
Filed 2026-10-23
Rydar Equities, Inc.
DECREASED
Shares3,693 from 3,835
Change-142 (-4%)
Value$1.6M (+$379.9K)
Filed 2026-10-13
QP Wealth Management, LLC
NEW
Shares3,672
Change+3,672
Value$1.4M
Filed 2026-10-20
Quantum Financial Partners LLC
INCREASED
Shares3,665 from 2,602
Change+1,063 (+41%)
Value$1.4M (+$742.8K)
Filed 2026-10-19
Bangor Savings Bank
INCREASED
Shares3,664 from 3,651
Change+13 (+0%)
Value$1.4M (+$469.3K)
Filed 2026-10-06
West Michigan Advisors, LLC
INCREASED
Shares3,655 from 1,152
Change+2,503 (+217%)
Value$1.4M (+$1.1M)
Filed 2026-11-09
Chesapeake Wealth Management
DECREASED
Shares3,655 from 3,761
Change-106 (-3%)
Value$1.4M (+$437.2K)
Filed 2026-11-09
Perpetual Ltd
DECREASED
Shares3,636 from 4,024
Change-388 (-10%)
Value$1.4M (+$361.3K)
Filed 2026-10-13
Lanark Financial, Inc.
DECREASED
Shares3,606 from 3,975
Change-369 (-9%)
Value$1.4M (+$362.1K)
Filed 2026-10-26
Arista Wealth Management, LLC
DECREASED
Shares3,570 from 5,167
Change-1,597 (-31%)
Value$1.4M (+$38.1K)
Filed 2026-10-29
FIG Financial Advisory Services Inc
NEW
Shares3,553
Change+3,553
Value$1.4M
Filed 2026-10-07
Range Financial Group LLC
NEW
Shares3,538
Change+3,538
Value$1.4M
Filed 2026-10-21
Means Investment Co., Inc.
DECREASED
Shares3,532 from 3,628
Change-96 (-3%)
Value$1.4M (+$424.2K)
Filed 2026-11-03
Carlson Financial, Inc.
INCREASED
Shares3,521 from 3,509
Change+12 (+0%)
Value$1.4M (+$450.0K)
Filed 2026-11-05
True North Advisors, LLC
DECREASED
Shares3,519 from 3,811
Change-292 (-8%)
Value$1.4M (+$371.6K)
Filed 2026-10-22
Parallel Advisors, LLC
INCREASED
Shares3,489 from 3,201
Change+288 (+9%)
Value$1.4M (+$518.3K)
Filed 2026-11-03
KG Capital Management
INCREASED
Shares3,482 from 3,020
Change+462 (+15%)
Value$1.3M (+$563.3K)
Filed 2026-10-15
Embree Financial Group
INCREASED
Shares3,445 from 3,383
Change+62 (+2%)
Value$1.3M (+$454.0K)
Filed 2026-10-22
RFG Advisory, LLC
INCREASED
Shares3,441 from 946
Change+2,495 (+264%)
Value$1.3M (+$1.1M)
Filed 2026-11-03
Vista Investment Partners LLC
DECREASED
Shares3,404 from 3,418
Change-14 (0%)
Value$1.3M (+$429.2K)
Filed 2026-10-08
Bank Julius Baer & Co. Ltd, Zurich
INCREASED
Shares3,396 from 3,020
Change+376 (+12%)
Value$1.3M (+$512.4K)
Filed 2026-10-29
Barden Capital Management, Inc.
INCREASED
Shares3,380 from 3,379
Change+1 (+0%)
Value$1.3M (+$430.1K)
Filed 2026-10-09
Founders Financial Securities LLC
DECREASED
Shares3,376 from 3,410
Change-34 (-1%)
Value$1.3M (+$420.6K)
Filed 2026-10-28
Eads & Heald Wealth Management
DECREASED
Shares3,374 from 4,018
Change-644 (-16%)
Value$1.3M (+$261.3K)
Filed 2026-10-29
Everhart Financial Group, Inc.
INCREASED
Shares3,364 from 3,145
Change+219 (+7%)
Value$1.3M (+$484.8K)
Filed 2026-10-08
Forza Wealth Management, LLC
UNCHANGED
Shares3,364 from 3,364
Change0 (0%)
Value$1.3M (+$427.8K)
Filed 2026-10-20
Bull Harbor Capital LLC
INCREASED
Shares3,354 from 2,911
Change+443 (+15%)
Value$1.3M (+$541.8K)
Filed 2026-11-10
Parcion Private Wealth LLC
INCREASED
Shares3,351 from 2,896
Change+455 (+16%)
Value$1.3M (+$544.6K)
Filed 2026-10-28
Biltmore Wealth Management, LLC
DECREASED
Shares3,350 from 3,569
Change-219 (-6%)
Value$1.3M (+$368.9K)
Filed 2026-10-09
Redhawk Wealth Advisors, Inc.
INCREASED
Shares3,333 from 2,923
Change+410 (+14%)
Value$1.3M (+$530.8K)
Filed 2026-10-14
Sunpointe, LLC
DECREASED
Shares3,315 from 3,893
Change-578 (-15%)
Value$1.3M (+$270.8K)
Filed 2026-10-22
Collective Family Office LLC
DECREASED
Shares3,301 from 3,431
Change-130 (-4%)
Value$1.3M (+$385.9K)
Filed 2026-10-05
Fiduciary Alliance LLC
DECREASED
Shares3,282 from 3,312
Change-30 (-1%)
Value$1.3M (+$409.5K)
Filed 2026-10-13
Mission Wealth Management, LP
DECREASED
Shares3,219 from 4,456
Change-1,237 (-28%)
Value$1.2M (+$87.1K)
Filed 2026-10-15
Baker Avenue Asset Management, LP
INCREASED
Shares3,214 from 2,474
Change+740 (+30%)
Value$1.2M (+$601.6K)
Filed 2026-11-06
Auxano Advisors, LLC
DECREASED
Shares3,208 from 3,249
Change-41 (-1%)
Value$1.2M (+$397.3K)
Filed 2026-11-06
Accel Wealth Management
INCREASED
Shares3,199 from 2,418
Change+781 (+32%)
Value$1.2M (+$610.4K)
Filed 2026-10-13
Tranquility Partners, LLC
INCREASED
Shares3,191 from 2,470
Change+721 (+29%)
Value$1.2M (+$593.6K)
Filed 2026-10-20
Childress Capital Advisors, LLC
INCREASED
Shares3,190 from 3,037
Change+153 (+5%)
Value$1.2M (+$445.5K)
Filed 2026-10-28
Sun Group Wealth Partners
DECREASED
Shares3,187 from 3,273
Change-86 (-3%)
Value$1.2M (+$382.9K)
Filed 2026-10-26
71 West Capital Partners
INCREASED
Shares3,187 from 3,144
Change+43 (+1%)
Value$1.2M (+$416.5K)
Filed 2026-11-04
Mather Group, Llc.
INCREASED
Shares3,166 from 3,137
Change+29 (+1%)
Value$1.2M (+$410.2K)
Filed 2026-10-14
Advisors Preferred, LLC
NEW
Shares3,162
Change+3,162
Value$1.3M
Filed 2026-11-09
Vicus Capital
DECREASED
Shares3,149 from 3,348
Change-199 (-6%)
Value$1.2M (+$348.4K)
Filed 2026-11-05
Magnolia Capital Management LTD
UNCHANGED
Shares3,145 from 3,145
Change0 (0%)
Value$1.2K (+$400)
Filed 2026-10-09
Belpointe Asset Management LLC
DECREASED
Shares3,143 from 5,134
Change-1,991 (-39%)
Value$1.2M (-$118.7K)
Filed 2026-11-09
HBK Sorce Advisory LLC
DECREASED
Shares3,139 from 4,591
Change-1,452 (-32%)
Value$1.1M (-$285.7K)
Filed 2026-11-06
Carnegie Investment Counsel
DECREASED
Shares3,106 from 3,280
Change-174 (-5%)
Value$1.2M (+$349.7K)
Filed 2026-10-20
Founders Capital Management
INCREASED
Shares3,100 from 2,630
Change+470 (+18%)
Value$1.2M (+$516.6K)
Filed 2026-10-13
Pinion Investment Advisors, LLC
DECREASED
Shares3,084 from 3,202
Change-118 (-4%)
Value$1.2M (+$361.5K)
Filed 2026-11-04
BankPlus Wealth Management LLC
DECREASED
Shares3,060 from 3,146
Change-86 (-3%)
Value$1.2M (+$366.0K)
Filed 2026-10-13
Mount Lucas Management LP
NEW
Shares3,053
Change+3,053
Value$1.2M
Filed 2026-11-09
Smith Salley Wealth Management
INCREASED
Shares3,044 from 2,723
Change+321 (+12%)
Value$1.2M (+$470.7K)
Filed 2026-11-03
Heritage Investors Management Corp
DECREASED
Shares3,031 from 3,197
Change-166 (-5%)
Value$1.2K (-$831.8K)
Filed 2026-10-29
Patten Group, Inc.
INCREASED
Shares3,028 from 1,824
Change+1,204 (+66%)
Value$1.2M (+$698.6K)
Filed 2026-10-26
Montecito Bank & Trust
UNCHANGED
Shares3,026 from 3,026
Change0 (0%)
Value$1.2M (+$384.8K)
Filed 2026-10-01
Soltis Investment Advisors LLC
INCREASED
Shares3,021 from 2,282
Change+739 (+32%)
Value$1.2M (+$576.4K)
Filed 2026-10-28
Plancorp, LLC
INCREASED
Shares2,994 from 702
Change+2,292 (+327%)
Value$1.2M (+$989.2K)
Filed 2026-11-03
United Community Bank
DECREASED
Shares2,994 from 3,106
Change-112 (-4%)
Value$1.2M (+$351.6K)
Filed 2026-10-28
Centurion Wealth Management LLC
UNCHANGED
Shares2,983 from 2,983
Change0 (0%)
Value$1.2M (+$379.3K)
Filed 2026-10-13
Essex Investment Management Co LLC
DECREASED
Shares2,972 from 3,138
Change-166 (-5%)
Value$1.2M (+$334.7K)
Filed 2026-10-19
Accurate Wealth Management, LLC
INCREASED
Shares2,961 from 2,175
Change+786 (+36%)
Value$1.4M (+$741.1K)
Filed 2026-10-20
Claro Advisors Inc.
INCREASED
Shares2,956 from 1,947
Change+1,009 (+52%)
Value$1.1M (+$638.7K)
Filed 2026-11-02
First Financial Bankshares Inc
DECREASED
Shares2,948 from 2,950
Change-2 (0%)
Value$1.1M (+$374.4K)
Filed 2026-11-10
Appleton Partners Inc
DECREASED
Shares2,944 from 3,029
Change-85 (-3%)
Value$1.1K (-$787.9K)
Filed 2026-10-30
Silvia Mccoll Wealth Management, LLC
UNCHANGED
Shares2,930 from 2,930
Change0 (0%)
Value$1.1M (+$372.6K)
Filed 2026-10-07
Stackstone Wealth, LLC
NEW
Shares2,926
Change+2,926
Value$1.1M
Filed 2026-10-19
Bosman Wealth Management, LLC
DECREASED
Shares2,904 from 2,906
Change-2 (0%)
Value$1.1M (+$368.8K)
Filed 2026-10-28
North Forty Two & Co.
DECREASED
Shares2,900 from 3,175
Change-275 (-9%)
Value$1.1M (+$297.2K)
Filed 2026-10-19
Focused Alpha, LLC
DECREASED
Shares2,885 from 2,961
Change-76 (-3%)
Value$1.1M (+$347.2K)
Filed 2026-10-20
Morse Asset Management, Inc
DECREASED
Shares2,883 from 3,600
Change-717 (-20%)
Value$1.1M (+$179.9K)
Filed 2026-11-09
Armstrong Advisory Group, Inc
DECREASED
Shares2,878 from 2,978
Change-100 (-3%)
Value$1.1M (+$340.0K)
Filed 2026-10-09
Atlas Capital Advisors Inc.
DECREASED
Shares2,868 from 3,050
Change-182 (-6%)
Value$127.3K (-$667.0K)
Filed 2026-11-09
Curated Wealth Partners LLC
INCREASED
Shares2,862 from 1,014
Change+1,848 (+182%)
Value$1.1M (+$845.3K)
Filed 2026-10-15
Gryphon Financial Partners LLC
INCREASED
Shares2,854 from 2,711
Change+143 (+5%)
Value$1.1M (+$400.3K)
Filed 2026-11-04
Bria Capital Group, LLC
INCREASED
Shares2,834 from 2,780
Change+54 (+2%)
Value$1.1M (+$374.5K)
Filed 2026-10-22
Angeles Wealth Management, LLC
DECREASED
Shares2,821 from 5,964
Change-3,143 (-53%)
Value$1.1M (-$459.8K)
Filed 2026-10-26
Bullock Wealth Management Group
INCREASED
Shares2,805 from 2,746
Change+59 (+2%)
Value$1.1M (+$406.0K)
Filed 2026-10-09
Peregrine Asset Advisers, Inc.
INCREASED
Shares2,800 from 2,706
Change+94 (+3%)
Value$1.1M (+$380.6K)
Filed 2026-11-09
ARS Wealth Advisors Group, LLC
UNCHANGED
Shares2,800 from 2,800
Change0 (0%)
Value$1.1M (+$356.1K)
Filed 2026-10-16
Nfsg Corp
INCREASED
Shares2,791 from 2,733
Change+58 (+2%)
Value$1.1M (+$370.1K)
Filed 2026-10-15
SYM Financial Corp
INCREASED
Shares2,788 from 2,665
Change+123 (+5%)
Value$1.1M (+$386.5K)
Filed 2026-10-26
International Assets Investment Management, LLC
INCREASED
Shares2,763 from 2,650
Change+113 (+4%)
Value$1.1M (+$414.5K)
Filed 2026-11-02
King Wealth Management Group
UNCHANGED
Shares2,742 from 2,742
Change0 (0%)
Value$1.1K (-$712.9K)
Filed 2026-11-09
QTR Family Wealth, LLC
DECREASED
Shares2,730 from 2,800
Change-70 (-2%)
Value$1.1M (+$329.0K)
Filed 2026-11-02
Vaughan & Co Securities, Inc.
DECREASED
Shares2,718 from 4,357
Change-1,639 (-38%)
Value$1.1M (-$81.2K)
Filed 2026-10-23
Frank, Rimerman Advisors LLC
INCREASED
Shares2,710 from 2,647
Change+63 (+2%)
Value$1.1M (+$361.0K)
Filed 2026-10-16
Cigna Investments Inc
DECREASED
Shares2,703 from 2,773
Change-70 (-3%)
Value$1.0K (-$721.0K)
Filed 2026-10-19
Avestar Capital, LLC
INCREASED
Shares2,697 from 2,125
Change+572 (+27%)
Value$1.0M (+$491.9K)
Filed 2026-10-28
Gerber, LLC
UNCHANGED
Shares2,692 from 2,692
Change0 (0%)
Value$1.0M (+$342.3K)
Filed 2026-10-21
Phoenix Wealth Advisors
DECREASED
Shares2,691 from 2,713
Change-22 (-1%)
Value$1.0M (+$336.5K)
Filed 2026-11-03
New Wave Wealth Advisors LLC
NEW
Shares2,683
Change+2,683
Value$1.2M
Filed 2026-10-19
Elyxium Wealth, LLC
INCREASED
Shares2,667 from 2,555
Change+112 (+4%)
Value$1.0M (+$368.3K)
Filed 2026-10-27
Gables Capital Management Inc.
UNCHANGED
Shares2,665 from 2,665
Change0 (0%)
Value$1.0M (+$338.9K)
Filed 2026-11-04
Premier Path Wealth Partners, LLC
INCREASED
Shares2,663 from 2,306
Change+357 (+15%)
Value$1.0M (+$431.6K)
Filed 2026-10-16
Catalyst Financial Partners LLC
INCREASED
Shares2,633 from 2,600
Change+33 (+1%)
Value$1.0M (+$343.4K)
Filed 2026-11-06
Archer Investment Corp
DECREASED
Shares2,632 from 2,735
Change-103 (-4%)
Value$1.0M (+$307.9K)
Filed 2026-11-05
Cache Advisors, LLC
NEW
Shares2,615
Change+2,615
Value$1.0M
Filed 2026-10-16
Mesirow Financial Investment Management, Inc.
INCREASED
Shares2,614 from 1,217
Change+1,397 (+115%)
Value$1.0M (+$696.2K)
Filed 2026-11-05
Marin Bay Wealth Advisors, LLC
DECREASED
Shares2,611 from 2,677
Change-66 (-2%)
Value$1.0M (+$314.9K)
Filed 2026-10-28
Grove Bank & Trust
INCREASED
Shares2,608 from 2,583
Change+25 (+1%)
Value$1.0M (+$338.2K)
Filed 2026-10-08
Blue Trust, Inc.
DECREASED
Shares2,604 from 3,112
Change-508 (-16%)
Value$1.0M (+$198.8K)
Filed 2026-10-15
USA Financial Formulas
NEW
Shares2,603
Change+2,603
Value$1.0M
Filed 2026-10-16
Unique Wealth Strategies, LLC
UNCHANGED
Shares2,580 from 2,580
Change0 (0%)
Value$671.9K ($0)
Filed 2026-10-13
TriaGen Wealth Management LLC
NEW
Shares2,579
Change+2,579
Value$999.6K
Filed 2026-10-14
Capstone Capital Management Ltd
DECREASED
Shares2,578 from 3,122
Change-544 (-17%)
Value$999.3K (+$186.2K)
Filed 2026-10-21
TD Private Client Wealth LLC
INCREASED
Shares2,573 from 2,539
Change+34 (+1%)
Value$997.3K (+$336.0K)
Filed 2026-10-28
MCF Advisors LLC
INCREASED
Shares2,559 from 2,432
Change+127 (+5%)
Value$991.9K (+$358.5K)
Filed 2026-10-28
WBI Investments, LLC
INCREASED
Shares2,544 from 2,202
Change+342 (+16%)
Value$986.0K (+$412.4K)
Filed 2026-11-05
Centennial Wealth Advisory LLC
DECREASED
Shares2,544 from 2,586
Change-42 (-2%)
Value$986.5K (+$312.8K)
Filed 2026-10-16
LVW Advisors, LLC
INCREASED
Shares2,539 from 1,706
Change+833 (+49%)
Value$984.1K (+$539.8K)
Filed 2026-10-19
Financial Management Professionals, Inc.
DECREASED
Shares2,536 from 2,615
Change-79 (-3%)
Value$983.0K (+$301.9K)
Filed 2026-10-23
Moisand Fitzgerald Tamayo, LLC
INCREASED
Shares2,528 from 2,520
Change+8 (+0%)
Value$980.0K (+$323.6K)
Filed 2026-10-15
365 WMG Private Fund I: Primus Fund LLC
NEW
Shares2,508
Change+2,508
Value$972.1K
Filed 2026-10-20
Axecap Investments, LLC
DECREASED
Shares2,508 from 6,510
Change-4,002 (-61%)
Value$972.1K (-$723.3K)
Filed 2026-10-20
WealthPlan Investment Management, LLC
INCREASED
Shares2,499 from 1,529
Change+970 (+63%)
Value$968.6K (+$570.4K)
Filed 2026-10-15
Occidental Asset Management, LLC
DECREASED
Shares2,498 from 2,541
Change-43 (-2%)
Value$968.3K (+$306.5K)
Filed 2026-11-05
Freestone Capital Holdings, LLC
DECREASED
Shares2,489 from 3,364
Change-875 (-26%)
Value$964.8K (+$88.6K)
Filed 2026-11-09
Three Seasons Wealth, LLC
NEW
Shares2,474
Change+2,474
Value$958.9K
Filed 2026-11-03
Edgestream Partners, L.P.
DECREASED
Shares2,473 from 4,800
Change-2,327 (-48%)
Value$958.6K (-$291.6K)
Filed 2026-11-10
WealthBridge Capital Management, LLC
UNCHANGED
Shares2,457 from 2,457
Change0 (0%)
Value$952.4K (+$312.5K)
Filed 2026-10-16
Total Wealth Planning & Management, Inc.
DECREASED
Shares2,453 from 2,505
Change-52 (-2%)
Value$950.8K (+$298.5K)
Filed 2026-10-23
Independence Bank of Kentucky
DECREASED
Shares2,437 from 2,452
Change-15 (-1%)
Value$944.6K (+$306.0K)
Filed 2026-10-26
Essex Bank
UNCHANGED
Shares2,405 from 2,405
Change0 (0%)
Value$932.2K (+$305.8K)
Filed 2026-10-16
Nippon Life Global Investors Americas, Inc.
NEW
Shares2,370
Change+2,370
Value$918.6K
Filed 2026-10-29
Money Concepts Capital Corp
DECREASED
Shares2,334 from 2,439
Change-105 (-4%)
Value$904.7K (+$269.5K)
Filed 2026-11-06
Tctc Holdings, LLC
UNCHANGED
Shares2,334 from 2,334
Change0 (0%)
Value$904.7K (+$296.8K)
Filed 2026-11-02
Root Financial Partners, LLC
INCREASED
Shares2,308 from 1,761
Change+547 (+31%)
Value$894.4K (+$435.9K)
Filed 2026-10-21
Crescent Sterling, Ltd.
DECREASED
Shares2,280 from 2,975
Change-695 (-23%)
Value$883.8K (+$108.9K)
Filed 2026-10-16
Compass Wealth Management LLC
UNCHANGED
Shares2,277 from 2,277
Change0 (0%)
Value$882.6K (+$289.6K)
Filed 2026-10-22
Trust Co of Oklahoma
UNCHANGED
Shares2,275 from 2,275
Change0 (0%)
Value$881.8K (+$289.3K)
Filed 2026-10-15
Trilogy Capital Inc.
INCREASED
Shares2,246 from 2,058
Change+188 (+9%)
Value$870.6K (+$334.5K)
Filed 2026-10-20
Armor Investment Advisors, LLC
INCREASED
Shares2,224 from 2,219
Change+5 (+0%)
Value$862.1K (+$284.2K)
Filed 2026-10-27
Scissortail Wealth Management, LLC
UNCHANGED
Shares2,216 from 2,216
Change0 (0%)
Value$859.0K (+$281.8K)
Filed 2026-11-03
Baker Ellis Asset Management LLC
UNCHANGED
Shares2,214 from 2,214
Change0 (0%)
Value$858.4K (+$281.6K)
Filed 2026-10-14
Northside Capital Management, LLC
DECREASED
Shares2,213 from 2,463
Change-250 (-10%)
Value$857.8K (+$216.3K)
Filed 2026-10-13
TBH Global Asset Management, LLC
UNCHANGED
Shares2,208 from 2,208
Change0 (0%)
Value$855.8K (+$280.8K)
Filed 2026-11-03
M Holdings Securities, Inc.
NEW
Shares2,205
Change+2,205
Value$841
Filed 2026-11-03
Viewpoint Investment Partners Corp
UNCHANGED
Shares2,200 from 2,200
Change0 (0%)
Value$852.7K (+$279.8K)
Filed 2026-10-26
Van Cleef Asset Management,Inc
UNCHANGED
Shares2,200 from 2,200
Change0 (0%)
Value$852.7K (+$279.8K)
Filed 2026-10-20
Pacific Center for Financial Services
DECREASED
Shares2,199 from 2,510
Change-311 (-12%)
Value$852.5K (+$198.7K)
Filed 2026-10-15
Philadelphia Investment Partners, LLC
UNCHANGED
Shares2,193 from 2,193
Change0 (0%)
Value$752.0K ($0)
Filed 2026-11-09
Arkfeld Wealth Strategies, L.L.C.
DECREASED
Shares2,182 from 2,407
Change-225 (-9%)
Value$925.3K (+$274.7K)
Filed 2026-10-19
City Center Advisors, LLC
DECREASED
Shares2,176 from 2,184
Change-8 (0%)
Value$843.4K (+$274.6K)
Filed 2026-10-08
Vanguard Capital Wealth Advisors
INCREASED
Shares2,172 from 1,912
Change+260 (+14%)
Value$841.9K (+$344.0K)
Filed 2026-10-16
Formidable Asset Management, LLC
UNCHANGED
Shares2,167 from 2,167
Change0 (0%)
Value$564.4K (+$29.0K)
Filed 2026-11-03
Alta Advisers Ltd
INCREASED
Shares2,157 from 1,142
Change+1,015 (+89%)
Value$836.1K (+$538.7K)
Filed 2026-11-02
Spectrum Strategic Capital Management, LLC
DECREASED
Shares2,152 from 2,797
Change-645 (-23%)
Value$834.1K (+$105.7K)
Filed 2026-10-22
Wealthcare Advisory Partners LLC
DECREASED
Shares2,107 from 2,214
Change-107 (-5%)
Value$816.7K (+$240.2K)
Filed 2026-10-21
Appalachian Capital Management Ltd
UNCHANGED
Shares2,100 from 2,100
Change0 (0%)
Value$814.0K (+$267.1K)
Filed 2026-10-14
TCI Wealth Advisors, Inc.
INCREASED
Shares2,098 from 2,070
Change+28 (+1%)
Value$813.2K (+$274.1K)
Filed 2026-10-30
West Family Investments, Inc.
DECREASED
Shares2,098 from 2,106
Change-8 (0%)
Value$813.2K (+$264.7K)
Filed 2026-11-09
Silver OAK Securities, Incorporated
DECREASED
Shares2,090 from 2,345
Change-255 (-11%)
Value$724.1K (+$113.4K)
Filed 2026-11-09
First Command Advisory Services, Inc.
INCREASED
Shares2,086 from 655
Change+1,431 (+218%)
Value$808.6K (+$638.0K)
Filed 2026-11-05
Mattern Wealth Management LLC
UNCHANGED
Shares2,083 from 2,083
Change0 (0%)
Value$807.4K (+$264.9K)
Filed 2026-11-04
Uptick Partners, LLC
INCREASED
Shares2,081 from 1,937
Change+144 (+7%)
Value$806.5K (+$302.0K)
Filed 2026-11-04
Laurel OAK Wealth Management, LLC
DECREASED
Shares2,073 from 4,208
Change-2,135 (-51%)
Value$803.5K (-$292.4K)
Filed 2026-10-19
Eagle Harbor Asset Management Inc
DECREASED
Shares2,068 from 2,180
Change-112 (-5%)
Value$801.6K (+$233.7K)
Filed 2026-10-21
State of Wyoming
DECREASED
Shares2,067 from 3,414
Change-1,347 (-39%)
Value$801.2K (-$88.0K)
Filed 2026-10-28
Traynor Capital Management, Inc.
DECREASED
Shares2,065 from 2,100
Change-35 (-2%)
Value$800.3K (+$253.3K)
Filed 2026-10-29
Oakmont Investment Advisors, Inc.
NEW
Shares2,059
Change+2,059
Value$798.1K
Filed 2026-10-21
Acropolis Investment Management, LLC
INCREASED
Shares2,058 from 2,046
Change+12 (+1%)
Value$797.7K (+$264.8K)
Filed 2026-10-08
AUA Capital Management, LLC
UNCHANGED
Shares2,053 from 2,053
Change0 (0%)
Value$795.8K (+$261.1K)
Filed 2026-10-15
Parisi Gray Wealth Management
INCREASED
Shares2,042 from 2,040
Change+2 (+0%)
Value$791.6K (+$260.4K)
Filed 2026-10-16
Hantz Financial Services, Inc.
INCREASED
Shares2,035 from 1,814
Change+221 (+12%)
Value$789 (-$471.2K)
Filed 2026-11-09
Riversedge Advisors, LLC
INCREASED
Shares2,026 from 1,896
Change+130 (+7%)
Value$785.4K (+$291.5K)
Filed 2026-10-09
Good Steward Wealth Advisors,LLC
DECREASED
Shares2,013 from 2,038
Change-25 (-1%)
Value$780.3K (+$249.5K)
Filed 2026-11-06
Credit Capital Investments LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$775.2K (+$254.3K)
Filed 2026-10-22
Deseret Mutual Benefit Administrators
DECREASED
Shares1,996 from 2,441
Change-445 (-18%)
Value$773.7K (+$137.9K)
Filed 2026-11-04
Florida Financial Advisors, LLC
INCREASED
Shares1,994 from 1,505
Change+489 (+32%)
Value$773.0K (+$380.5K)
Filed 2026-11-09
Clearwave Capital, LLC
DECREASED
Shares1,990 from 2,189
Change-199 (-9%)
Value$771.3K (+$201.2K)
Filed 2026-10-27
Howard Capital Management, LLC
DECREASED
Shares1,982 from 25,560
Change-23,578 (-92%)
Value$768.2K (-$5.9M)
Filed 2026-10-16
Uhlmann Price Securities, LLC
DECREASED
Shares1,982 from 2,650
Change-668 (-25%)
Value$768.5K (+$78.8K)
Filed 2026-11-03
AdvisorShares Investments LLC
UNCHANGED
Shares1,980 from 1,980
Change0 (0%)
Value$767.5K (+$251.8K)
Filed 2026-11-09
Dynamic Advisor Solutions LLC
INCREASED
Shares1,957 from 1,772
Change+185 (+10%)
Value$758.4K (+$296.8K)
Filed 2026-10-13
Leonteq Securities AG
DECREASED
Shares1,934 from 3,086
Change-1,152 (-37%)
Value$749.6K (-$54.1K)
Filed 2026-10-29
Versant Capital Management, Inc
DECREASED
Shares1,928 from 1,966
Change-38 (-2%)
Value$747.3K (+$235.3K)
Filed 2026-10-02
MBL Wealth, LLC
INCREASED
Shares1,925 from 825
Change+1,100 (+133%)
Value$746.2K (+$531.3K)
Filed 2026-10-22
Trust Co of Toledo NA
INCREASED
Shares1,915 from 1,850
Change+65 (+4%)
Value$742.3K (+$260.5K)
Filed 2026-10-16
Wespac Advisors, LLC
INCREASED
Shares1,913 from 1,065
Change+848 (+80%)
Value$741.5K (+$464.1K)
Filed 2026-10-26
Sustainable Insight Capital Management, LLC
DECREASED
Shares1,900 from 2,400
Change-500 (-21%)
Value$736.5K (+$111.4K)
Filed 2026-11-06
Curbstone Financial Management Corp
DECREASED
Shares1,890 from 1,940
Change-50 (-3%)
Value$732.6K (+$227.3K)
Filed 2026-10-21
Wealth Alliance Advisory Group, LLC
INCREASED
Shares1,884 from 1,799
Change+85 (+5%)
Value$730.3K (+$261.7K)
Filed 2026-10-14
BIP Wealth, LLC
INCREASED
Shares1,883 from 1,879
Change+4 (+0%)
Value$729.9K (+$240.5K)
Filed 2026-10-22
Providence First Trust Co
DECREASED
Shares1,864 from 3,794
Change-1,930 (-51%)
Value$722.5K (-$265.5K)
Filed 2026-11-02
WIN Advisors, Inc
NEW
Shares1,863
Change+1,863
Value$722.1K
Filed 2026-11-06
Atticus Wealth Management, LLC
UNCHANGED
Shares1,863 from 1,863
Change0 (0%)
Value$722.0K (+$236.9K)
Filed 2026-10-20
LongView Wealth Management
DECREASED
Shares1,861 from 1,877
Change-16 (-1%)
Value$721.3K (+$232.5K)
Filed 2026-10-19
Oakworth Capital, Inc.
UNCHANGED
Shares1,860 from 1,860
Change0 (0%)
Value$721.0K (+$228.8K)
Filed 2026-10-26
Hamilton Capital, LLC
DECREASED
Shares1,827 from 2,315
Change-488 (-21%)
Value$708.3K (+$105.4K)
Filed 2026-10-08
Supplemental Annuity Collective Trust of NJ
DECREASED
Shares1,822 from 1,904
Change-82 (-4%)
Value$706.2K (+$210.3K)
Filed 2026-11-02
Signature Estate & Investment Advisors LLC
INCREASED
Shares1,821 from 1,536
Change+285 (+19%)
Value$705.6K (+$304.1K)
Filed 2026-10-13
PDS Planning, Inc
INCREASED
Shares1,813 from 1,806
Change+7 (+0%)
Value$702.7K (+$232.4K)
Filed 2026-11-03
Berman McAleer LLC
DECREASED
Shares1,810 from 1,815
Change-5 (0%)
Value$701.6K (+$228.9K)
Filed 2026-10-16
Cottage Street Advisors LLC
INCREASED
Shares1,806 from 1,350
Change+456 (+34%)
Value$700.0K (+$348.4K)
Filed 2026-10-19
Tcfg Investment Advisors, LLC
DECREASED
Shares1,804 from 1,857
Change-53 (-3%)
Value$699.2K (+$215.6K)
Filed 2026-10-20
Argentarii, LLC
INCREASED
Shares1,799 from 1,798
Change+1 (+0%)
Value$697.3K (+$114.9K)
Filed 2026-10-28
Diversified Enterprises, LLC
INCREASED
Shares1,795 from 1,563
Change+232 (+15%)
Value$695.8K (+$288.7K)
Filed 2026-10-19
Eddie Patel Inc
INCREASED
Shares1,794 from 1,584
Change+210 (+13%)
Value$695.5K (+$283.0K)
Filed 2026-11-02
PFG Advisors
DECREASED
Shares1,794 from 1,832
Change-38 (-2%)
Value$695.4K (+$218.2K)
Filed 2026-10-16
Obsidian CIO, LLC
INCREASED
Shares1,794 from 1,782
Change+12 (+1%)
Value$695.3K (+$231.0K)
Filed 2026-11-05
Guinness Atkinson Asset Management Inc
DECREASED
Shares1,789 from 2,496
Change-707 (-28%)
Value$693.4K (+$43.4K)
Filed 2026-11-05
55 North Private Wealth, LLC
INCREASED
Shares1,787 from 1,666
Change+121 (+7%)
Value$692.6K (+$258.6K)
Filed 2026-10-20
Guyasuta Investment Advisors Inc
INCREASED
Shares1,785 from 1,781
Change+4 (+0%)
Value$692.1K (+$228.1K)
Filed 2026-10-15
Focus Financial Network, Inc.
DECREASED
Shares1,781 from 1,850
Change-69 (-4%)
Value$690.5K (+$208.8K)
Filed 2026-10-14
LCM Capital Management Inc
UNCHANGED
Shares1,780 from 1,780
Change0 (0%)
Value$690.0K (+$226.4K)
Filed 2026-10-20
Connecticut Wealth Management, LLC
DECREASED
Shares1,769 from 3,546
Change-1,777 (-50%)
Value$685.7K (-$237.8K)
Filed 2026-10-13
Ascentis Wealth Management, LLC
INCREASED
Shares1,759 from 532
Change+1,227 (+231%)
Value$681.8K (+$543.2K)
Filed 2026-11-03
Cyndeo Wealth Partners, LLC
INCREASED
Shares1,750 from 1,734
Change+16 (+1%)
Value$678.3K (+$226.7K)
Filed 2026-10-16
Bingham Private Wealth, LLC
INCREASED
Shares1,745 from 1,673
Change+72 (+4%)
Value$676.4K (+$240.7K)
Filed 2026-11-05
United Advisor Group, LLC
NEW
Shares1,742
Change+1,742
Value$675.2K
Filed 2026-11-03
Able Financial Group, LLC
DECREASED
Shares1,741 from 1,837
Change-96 (-5%)
Value$674.8K (+$196.4K)
Filed 2026-10-14
Resonant Capital Advisors, LLC
INCREASED
Shares1,730 from 1,534
Change+196 (+13%)
Value$670.6K (+$271.1K)
Filed 2026-10-15
Patten & Patten Inc
DECREASED
Shares1,729 from 1,744
Change-15 (-1%)
Value$670.3K (+$216.0K)
Filed 2026-10-26
Family Legacy, Inc.
INCREASED
Shares1,705 from 848
Change+857 (+101%)
Value$660.9K (+$440.0K)
Filed 2026-10-13
Generali Investments Towarzystwo Funduszy Inwestycyjnych
DECREASED
Shares1,700 from 2,000
Change-300 (-15%)
Value$658.9K (+$138.1K)
Filed 2026-11-06
Sava Infond d.o.o.
UNCHANGED
Shares1,700 from 1,700
Change0 (0%)
Value$658.9K (+$216.2K)
Filed 2026-10-28
Intelligence Driven Advisers, LLC
INCREASED
Shares1,699 from 1,625
Change+74 (+5%)
Value$658.4K (+$235.2K)
Filed 2026-10-09
Kozak & Associates, Inc.
INCREASED
Shares1,692 from 1,686
Change+6 (+0%)
Value$657.3K (+$202.9K)
Filed 2026-10-29
HBW Advisory Services LLC
INCREASED
Shares1,691 from 1,443
Change+248 (+17%)
Value$655.6K (+$279.9K)
Filed 2026-10-15
Meridian Wealth Management, LLC
DECREASED
Shares1,687 from 1,754
Change-67 (-4%)
Value$654.0K (+$197.1K)
Filed 2026-11-05
CoreCap Advisors, LLC
DECREASED
Shares1,684 from 1,781
Change-97 (-5%)
Value$653.0K (+$189.1K)
Filed 2026-10-08
Almanack Investment Partners, Llc.
INCREASED
Shares1,662 from 1,491
Change+171 (+11%)
Value$644.2K (+$256.0K)
Filed 2026-11-03
Jeppson Wealth Management, LLC
UNCHANGED
Shares1,656 from 1,656
Change0 (0%)
Value$641.9K (+$210.6K)
Filed 2026-10-20
Oak Asset Management, LLC
UNCHANGED
Shares1,653 from 1,653
Change0 (0%)
Value$640.7K (+$210.2K)
Filed 2026-10-13
Lowe Brockenbrough & Co Inc
INCREASED
Shares1,648 from 1,528
Change+120 (+8%)
Value$638.8K (+$240.8K)
Filed 2026-11-09
Philadelphia Trust Co
UNCHANGED
Shares1,644 from 1,644
Change0 (0%)
Value$637 (-$427.4K)
Filed 2026-11-05
Verus Capital Partners, LLC
DECREASED
Shares1,635 from 1,883
Change-248 (-13%)
Value$633.6K (+$143.0K)
Filed 2026-11-03
Asset Allocation & Management Company, LLC
UNCHANGED
Shares1,634 from 1,634
Change0 (0%)
Value$633 (+$207)
Filed 2026-10-13
Generali Investments, Management Co LLC
DECREASED
Shares1,629 from 1,796
Change-167 (-9%)
Value$631.4K (+$163.7K)
Filed 2026-10-19
Asset One Wealth Management LLC
INCREASED
Shares1,626 from 1,401
Change+225 (+16%)
Value$630.1K (+$220.2K)
Filed 2026-11-02
Kercheville Advisors, LLC
DECREASED
Shares1,622 from 1,798
Change-176 (-10%)
Value$628.6K (+$160.4K)
Filed 2026-10-19
Strategic Blueprint, LLC
DECREASED
Shares1,621 from 1,987
Change-366 (-18%)
Value$628.3K (+$110.9K)
Filed 2026-10-22
City State Bank
INCREASED
Shares1,621 from 1,574
Change+47 (+3%)
Value$628.3K (+$218.4K)
Filed 2026-10-20
Probity Advisors, Inc.
DECREASED
Shares1,619 from 1,642
Change-23 (-1%)
Value$627.7K (+$200.0K)
Filed 2026-10-23
JFS Wealth Advisors, LLC
UNCHANGED
Shares1,618 from 1,618
Change0 (0%)
Value$627.2K (+$205.8K)
Filed 2026-11-03
Rothwell Investment Advisors, LLC
NEW
Shares1,615
Change+1,615
Value$625.9K
Filed 2026-11-06
Facet Wealth, Inc.
INCREASED
Shares1,615 from 1,149
Change+466 (+41%)
Value$626.0K (+$326.7K)
Filed 2026-11-04
Oslo Pensjonsforsikring AS
DECREASED
Shares1,606 from 2,027
Change-421 (-21%)
Value$622.5K (+$94.6K)
Filed 2026-10-15
Cullinan Associates Inc
DECREASED
Shares1,600 from 1,700
Change-100 (-6%)
Value$620.2K (+$177.4K)
Filed 2026-11-03
Thompson Siegel & Walmsley LLC
UNCHANGED
Shares1,600 from 1,600
Change0 (0%)
Value$620 (-$416.4K)
Filed 2026-11-05
Covenant Asset Management, LLC
UNCHANGED
Shares1,590 from 1,590
Change0 (0%)
Value$616.3K (+$202.2K)
Filed 2026-10-14
Silverlake Wealth Management LLC
UNCHANGED
Shares1,587 from 1,587
Change0 (0%)
Value$615.3K (+$202.0K)
Filed 2026-10-21
First Horizon Corp
UNCHANGED
Shares1,586 from 1,586
Change0 (0%)
Value$614.7K (+$201.7K)
Filed 2026-10-26
Golden State Wealth Management, LLC
INCREASED
Shares1,573 from 1,279
Change+294 (+23%)
Value$609.8K (+$276.7K)
Filed 2026-11-02
Peterson Wealth Services
INCREASED
Shares1,573 from 1,399
Change+174 (+12%)
Value$609.6K (+$245.3K)
Filed 2026-10-26
Meadow Creek Wealth Advisors LLC
DECREASED
Shares1,562 from 1,570
Change-8 (-1%)
Value$605.4K (+$196.6K)
Filed 2026-11-02
Searle & Co.
UNCHANGED
Shares1,558 from 1,558
Change0 (0%)
Value$603.9K (+$198.1K)
Filed 2026-11-04
KPP Advisory Services LLC
DECREASED
Shares1,554 from 2,406
Change-852 (-35%)
Value$602.3K (-$24.3K)
Filed 2026-10-26
Waterway Wealth Management, LLC
DECREASED
Shares1,552 from 2,031
Change-479 (-24%)
Value$601.7K (+$72.7K)
Filed 2026-10-28
Bison Wealth, LLC
DECREASED
Shares1,552 from 1,611
Change-59 (-4%)
Value$676.7K (+$241.3K)
Filed 2026-10-13
RHS Financial, LLC
NEW
Shares1,551
Change+1,551
Value$601.2K
Filed 2026-10-13
AMG National Trust Bank
UNCHANGED
Shares1,550 from 1,550
Change0 (0%)
Value$600.8K (+$197.1K)
Filed 2026-11-05
Clifford Swan Investment Counsel LLC
UNCHANGED
Shares1,550 from 1,550
Change0 (0%)
Value$600.8K (+$197.1K)
Filed 2026-11-05
IFG Advisory, LLC
INCREASED
Shares1,530 from 1,330
Change+200 (+15%)
Value$593.2K (+$246.8K)
Filed 2026-11-09
Integrated Advisors Network LLC
INCREASED
Shares1,529 from 1,481
Change+48 (+3%)
Value$592.5K (+$206.7K)
Filed 2026-10-20
Motco
INCREASED
Shares1,527 from 1,287
Change+240 (+19%)
Value$591.9K (+$256.7K)
Filed 2026-11-09
Verum Partners LLC
INCREASED
Shares1,527 from 1,521
Change+6 (+0%)
Value$591.8K (+$195.8K)
Filed 2026-10-21
Tactive Advisors, LLC
NEW
Shares1,519
Change+1,519
Value$588.8K
Filed 2026-10-08
Colonial River Investments, LLC
UNCHANGED
Shares1,518 from 1,518
Change0 (0%)
Value$588.4K (+$193.0K)
Filed 2026-10-19
SAX Wealth Advisors, LLC
DECREASED
Shares1,513 from 1,841
Change-328 (-18%)
Value$586.6K (+$131.8K)
Filed 2026-10-13
1900 Wealth Management LLC
INCREASED
Shares1,505 from 1,204
Change+301 (+25%)
Value$583.5K (+$269.9K)
Filed 2026-10-13
Mindset Wealth Management, LLC
INCREASED
Shares1,500 from 1,400
Change+100 (+7%)
Value$581.4K (+$216.8K)
Filed 2026-10-19
SevenBridge Financial Group, LLC
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$650.1K (+$202.7K)
Filed 2026-10-26
U S Global Investors Inc
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$581.4K (+$190.8K)
Filed 2026-10-22
SmartHarvest Portfolios, LLC
DECREASED
Shares1,498 from 1,909
Change-411 (-22%)
Value$580.5K (+$83.3K)
Filed 2026-10-26
Relyea Zuckerberg Hanson LLC
DECREASED
Shares1,491 from 1,514
Change-23 (-2%)
Value$578.0K (+$183.6K)
Filed 2026-10-20
Emerald Advisors, LLC
DECREASED
Shares1,481 from 2,705
Change-1,224 (-45%)
Value$574.2K (-$130.4K)
Filed 2026-10-13
Security National Bank
UNCHANGED
Shares1,481 from 1,481
Change0 (0%)
Value$574.1K (+$188.3K)
Filed 2026-10-26
Turtle Creek Wealth Advisors, LLC
INCREASED
Shares1,480 from 1,429
Change+51 (+4%)
Value$573.8K (+$201.5K)
Filed 2026-10-15
Gallacher Capital Management LLC
NEW
Shares1,476
Change+1,476
Value$572.2K
Filed 2026-10-30
Legacy Financial Advisors, Inc.
INCREASED
Shares1,472 from 1,358
Change+114 (+8%)
Value$570.7K (+$216.9K)
Filed 2026-11-09
Michels Family Financial, LLC
DECREASED
Shares1,435 from 2,270
Change-835 (-37%)
Value$556.3K (-$34.8K)
Filed 2026-11-02
Lester Murray Antman dba SimplyRich
UNCHANGED
Shares1,435 from 1,435
Change0 (0%)
Value$556.2K (+$183.2K)
Filed 2026-11-06
Ferguson Wellman Capital Management, Inc
UNCHANGED
Shares1,434 from 1,434
Change0 (0%)
Value$555.8K (+$182.4K)
Filed 2026-10-05
Benchmark Financial Wealth Advisors, LLC
INCREASED
Shares1,430 from 1,246
Change+184 (+15%)
Value$554.4K (+$229.9K)
Filed 2026-10-20
Towne Trust Company, N.a
DECREASED
Shares1,430 from 1,500
Change-70 (-5%)
Value$554.3K (+$163.6K)
Filed 2026-10-28
Vigilare Wealth Management
DECREASED
Shares1,426 from 2,739
Change-1,313 (-48%)
Value$552.7K (-$160.6K)
Filed 2026-10-29
Orange Investment Advisors, Inc.
UNCHANGED
Shares1,425 from 1,425
Change0 (0%)
Value$552.3K (+$181.2K)
Filed 2026-10-23
Naples Global Advisors, LLC
INCREASED
Shares1,422 from 1,420
Change+2 (+0%)
Value$551.2K (+$181.3K)
Filed 2026-11-05
Zullo Investment Group, Inc.
INCREASED
Shares1,421 from 1,418
Change+3 (+0%)
Value$551.1K (+$181.7K)
Filed 2026-10-20
Drive Wealth Management, LLC
DECREASED
Shares1,416 from 1,507
Change-91 (-6%)
Value$548.9K (+$156.5K)
Filed 2026-11-09
Robertson Stephens Wealth Management, LLC
INCREASED
Shares1,412 from 1,280
Change+132 (+10%)
Value$547.3K (+$213.9K)
Filed 2026-10-16
Aspiriant, LLC
INCREASED
Shares1,409 from 830
Change+579 (+70%)
Value$546.1K (+$330.0K)
Filed 2026-10-16
Newman Dignan & Sheerar, Inc.
DECREASED
Shares1,406 from 1,445
Change-39 (-3%)
Value$545.0K (+$168.7K)
Filed 2026-10-21
Stockman Wealth Management, Inc.
UNCHANGED
Shares1,400 from 1,400
Change0 (0%)
Value$542.7K (+$178.0K)
Filed 2026-10-27
Syverson Strege & Co
DECREASED
Shares1,398 from 1,400
Change-2 (0%)
Value$541.9K (+$177.3K)
Filed 2026-11-02
Obermeyer Wealth Partners
DECREASED
Shares1,389 from 1,421
Change-32 (-2%)
Value$538.4K (+$168.3K)
Filed 2026-10-21
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares1,381 from 10
Change+1,371 (+13710%)
Value$535.3K (+$532.7K)
Filed 2026-10-16
XXI Wealth, LLC
INCREASED
Shares1,363 from 1,168
Change+195 (+17%)
Value$528.3K (+$224.1K)
Filed 2026-10-22
Fractal Investments LLC
UNCHANGED
Shares1,360 from 1,360
Change0 (0%)
Value$527.2K (+$173.0K)
Filed 2026-10-28
Ledyard National Bank
DECREASED
Shares1,355 from 1,895
Change-540 (-28%)
Value$525.2K (+$31.7K)
Filed 2026-10-21
Southland Equity Partners LLC
DECREASED
Shares1,344 from 1,350
Change-6 (0%)
Value$521.0K (+$169.4K)
Filed 2026-10-14
Commonwealth Financial Services, LLC
DECREASED
Shares1,340 from 1,467
Change-127 (-9%)
Value$519.4K (+$137.4K)
Filed 2026-10-20
Narus Financial Partners, LLC
DECREASED
Shares1,339 from 1,453
Change-114 (-8%)
Value$519.0K (+$140.6K)
Filed 2026-10-19
Galvin, Gaustad & Stein, LLC
DECREASED
Shares1,338 from 1,339
Change-1 (0%)
Value$518.9K (+$170.3K)
Filed 2026-10-08
PUREfi Wealth, LLC
INCREASED
Shares1,329 from 1,324
Change+5 (+0%)
Value$515.1K (+$170.3K)
Filed 2026-10-19
Fortitude Advisory Group L.L.C.
UNCHANGED
Shares1,326 from 1,326
Change0 (0%)
Value$514.0K (+$168.6K)
Filed 2026-10-15
Morton Capital Management LLC
UNCHANGED
Shares1,316 from 1,316
Change0 (0%)
Value$510.1K (+$167.4K)
Filed 2026-10-23
Beacon Financial Advisory LLC
INCREASED
Shares1,312 from 1,217
Change+95 (+8%)
Value$508.7K (+$191.7K)
Filed 2026-10-16
Canopy Partners, LLC
INCREASED
Shares1,312 from 1,300
Change+12 (+1%)
Value$508.5K (+$170.0K)
Filed 2026-10-28
Pine Valley Investments Ltd Liability Co
INCREASED
Shares1,302 from 1,168
Change+134 (+11%)
Value$504.6K (+$200.5K)
Filed 2026-11-09
First Community Trust NA
UNCHANGED
Shares1,300 from 1,300
Change0 (0%)
Value$503.9K (+$165.3K)
Filed 2026-10-07
Fire Capital Management LLC
UNCHANGED
Shares1,300 from 1,300
Change0 (0%)
Value$503.9K (+$165.3K)
Filed 2026-10-27
Optas, LLC
INCREASED
Shares1,280 from 1,232
Change+48 (+4%)
Value$496.1K (+$175.3K)
Filed 2026-11-09
Martel Wealth Advisors LLC
UNCHANGED
Shares1,273 from 1,273
Change0 (0%)
Value$493.4K (+$161.9K)
Filed 2026-10-14
Orrstown Financial Services Inc
DECREASED
Shares1,269 from 1,399
Change-130 (-9%)
Value$491.9K (+$127.5K)
Filed 2026-10-14
Certuity, LLC
INCREASED
Shares1,264 from 1,248
Change+16 (+1%)
Value$489.9K (+$165.0K)
Filed 2026-11-02
Grey Fox Wealth Advisors, LLC
DECREASED
Shares1,256 from 1,418
Change-162 (-11%)
Value$486.8K (+$117.5K)
Filed 2026-11-03
Hurley Capital, LLC
UNCHANGED
Shares1,255 from 1,255
Change0 (0%)
Value$486.5K (+$159.6K)
Filed 2026-11-05
Elevatus Welath Management
NEW
Shares1,252
Change+1,252
Value$485.4K
Filed 2026-10-19
Amarillo National Bank
UNCHANGED
Shares1,250 from 1,250
Change0 (0%)
Value$484.5K (+$159.0K)
Filed 2026-10-23
CFS Investment Advisory Services, LLC
INCREASED
Shares1,244 from 1,236
Change+8 (+1%)
Value$521.5K (+$190.6K)
Filed 2026-10-19
Woodward Financial Advisors, Inc.
INCREASED
Shares1,243 from 1,242
Change+1 (+0%)
Value$481.8K (+$158.3K)
Filed 2026-10-19
Trueblood Wealth Management, LLC
INCREASED
Shares1,241 from 1,240
Change+1 (+0%)
Value$481.1K (+$158.2K)
Filed 2026-10-23
Jackson Square Capital, LLC
DECREASED
Shares1,239 from 2,411
Change-1,172 (-49%)
Value$480.2K (-$147.7K)
Filed 2026-10-19
PFS Partners, LLC
INCREASED
Shares1,239 from 1,237
Change+2 (+0%)
Value$480.3K (+$158.1K)
Filed 2026-10-21
Mascagni Wealth Management, Inc.
INCREASED
Shares1,238 from 1,236
Change+2 (+0%)
Value$479.8K (+$157.9K)
Filed 2026-10-23
Daviman Financial, LLC
UNCHANGED
Shares1,235 from 1,235
Change0 (0%)
Value$478.7K (+$157.1K)
Filed 2026-11-06
Northbridge Financial Group, LLC
INCREASED
Shares1,232 from 971
Change+261 (+27%)
Value$516.5K (+$263.6K)
Filed 2026-11-05
Evergreen Capital Management LLC
INCREASED
Shares1,232 from 1,174
Change+58 (+5%)
Value$477.5K (+$171.8K)
Filed 2026-10-23
Essential Partners LLC
INCREASED
Shares1,230 from 1,184
Change+46 (+4%)
Value$476.8K (+$168.4K)
Filed 2026-10-14
Cultivar Capital, Inc.
UNCHANGED
Shares1,228 from 1,228
Change0 (0%)
Value$476.0K (+$156.2K)
Filed 2026-10-14
Cornerstone Wealth Group, LLC
INCREASED
Shares1,226 from 1,116
Change+110 (+10%)
Value$475.1K (+$184.4K)
Filed 2026-11-02
Granite Harbor Advisors, Inc.
INCREASED
Shares1,224 from 1,175
Change+49 (+4%)
Value$474.4K (+$168.4K)
Filed 2026-11-10
Home Federal Bank of Tennessee
UNCHANGED
Shares1,224 from 1,224
Change0 (0%)
Value$474.4K (+$155.7K)
Filed 2026-10-15
Third View Private Wealth, LLC
DECREASED
Shares1,222 from 1,253
Change-31 (-2%)
Value$473.5K (+$147.0K)
Filed 2026-10-30
Masterinvest Kapitalanlage GmbH
DECREASED
Shares1,216 from 1,442
Change-226 (-16%)
Value$471.3K (+$95.8K)
Filed 2026-11-03
Trust Co of Vermont
INCREASED
Shares1,213 from 1,117
Change+96 (+9%)
Value$470.2K (+$179.3K)
Filed 2026-10-21
Traphagen Investment Advisors LLC
INCREASED
Shares1,211 from 1,203
Change+8 (+1%)
Value$469.5K (+$156.2K)
Filed 2026-10-14
Lighthouse Financial Services Inc
INCREASED
Shares1,211 from 1,207
Change+4 (+0%)
Value$469.3K (+$144.2K)
Filed 2026-11-02
Quent Capital, LLC
INCREASED
Shares1,205 from 958
Change+247 (+26%)
Value$417.7K (+$168.2K)
Filed 2026-11-09
Advisor OS, LLC
INCREASED
Shares1,205 from 1,113
Change+92 (+8%)
Value$467.2K (+$177.2K)
Filed 2026-11-03
Tejara Capital Ltd
NEW
Shares1,200
Change+1,200
Value$465.1K
Filed 2026-11-09
Sierra Summit Advisors LLC
INCREASED
Shares1,200 from 1,000
Change+200 (+20%)
Value$465.1K (+$204.7K)
Filed 2026-10-28
Broadway Wealth Solutions, Inc.
INCREASED
Shares1,193 from 1,190
Change+3 (+0%)
Value$462.6K (+$152.8K)
Filed 2026-10-21
Fulcrum Capital LLC
NEW
Shares1,182
Change+1,182
Value$458.2K
Filed 2026-10-15
McAdam, LLC
INCREASED
Shares1,173 from 1,128
Change+45 (+4%)
Value$454.6K (+$160.9K)
Filed 2026-10-21
Optivise Advisory Services LLC
INCREASED
Shares1,167 from 1,165
Change+2 (+0%)
Value$452.5K (+$149.0K)
Filed 2026-10-19
Cheviot Value Management, LLC
INCREASED
Shares1,167 from 1,165
Change+2 (+0%)
Value$452.3K (+$148.8K)
Filed 2026-11-09
Great Lakes Advisors, LLC
INCREASED
Shares1,161 from 886
Change+275 (+31%)
Value$450.1K (+$219.3K)
Filed 2026-11-06
Equitable Trust Co
DECREASED
Shares1,161 from 1,163
Change-2 (0%)
Value$450.0K (+$147.1K)
Filed 2026-10-13
International Private Wealth Advisors LLC
DECREASED
Shares1,159 from 1,220
Change-61 (-5%)
Value$449.1K (+$131.3K)
Filed 2026-11-05
Cromwell Holdings LLC
UNCHANGED
Shares1,159 from 1,159
Change0 (0%)
Value$449.2K (+$147.4K)
Filed 2026-10-28
First Nebraska Trust Co
UNCHANGED
Shares1,157 from 1,157
Change0 (0%)
Value$448.5K (+$147.1K)
Filed 2026-10-30
Cassaday & Co Wealth Management LLC
INCREASED
Shares1,156 from 1,089
Change+67 (+6%)
Value$448.1K (+$164.5K)
Filed 2026-10-27
Glass Wealth Management Co LLC
UNCHANGED
Shares1,156 from 1,156
Change0 (0%)
Value$448.1K (+$147.0K)
Filed 2026-10-28
Hilltop National Bank
DECREASED
Shares1,155 from 1,260
Change-105 (-8%)
Value$447.7K (+$119.5K)
Filed 2026-10-14
Summit Wealth Group, LLC
UNCHANGED
Shares1,150 from 1,150
Change0 (0%)
Value$445.8K (+$146.2K)
Filed 2026-11-10
Opal Wealth Advisors, LLC
DECREASED
Shares1,144 from 1,489
Change-345 (-23%)
Value$443.4K (+$55.7K)
Filed 2026-10-16
Breakwater Capital Group
DECREASED
Shares1,143 from 1,191
Change-48 (-4%)
Value$442.9K (+$132.8K)
Filed 2026-10-09
Walker Asset Management, LLC
INCREASED
Shares1,142 from 1,139
Change+3 (+0%)
Value$442.5K (+$145.9K)
Filed 2026-10-13
Myriad Asset Management US LP
DECREASED
Shares1,136 from 1,812
Change-676 (-37%)
Value$440.0K (-$32.0K)
Filed 2026-11-03
Associated Banc-Corp
DECREASED
Shares1,136 from 1,486
Change-350 (-24%)
Value$440.3K (+$53.3K)
Filed 2026-10-30
Balboa Wealth Partners
NEW
Shares1,132
Change+1,132
Value$438.7K
Filed 2026-10-20
Beacon Financial Group
INCREASED
Shares1,127 from 1,037
Change+90 (+9%)
Value$436.8K (+$166.8K)
Filed 2026-10-19
Burns Matteson Capital Management, LLC
NEW
Shares1,124
Change+1,124
Value$435.7K
Filed 2026-10-16
Hudock, Inc.
DECREASED
Shares1,119 from 1,176
Change-57 (-5%)
Value$434.0K (+$127.5K)
Filed 2026-10-14
Mechanics Bank Trust Department
UNCHANGED
Shares1,117 from 1,117
Change0 (0%)
Value$433.0K (+$142.0K)
Filed 2026-10-13
Arlington Capital Management Inc
NEW
Shares1,115
Change+1,115
Value$432.2K
Filed 2026-10-30
Vann Equity Management LLC
DECREASED
Shares1,114 from 1,190
Change-76 (-6%)
Value$431.9K (+$122.1K)
Filed 2026-10-08
Moss Adams Wealth Advisors LLC
INCREASED
Shares1,111 from 913
Change+198 (+22%)
Value$430.8K (+$192.9K)
Filed 2026-10-28
Klingman & Associates, LLC
NEW
Shares1,107
Change+1,107
Value$429.1K
Filed 2026-10-20
Symmetry Partners, LLC
INCREASED
Shares1,104 from 915
Change+189 (+21%)
Value$427.9K (+$189.6K)
Filed 2026-10-27
Charles Schwab Trust Co
NEW
Shares1,100
Change+1,100
Value$426.4K
Filed 2026-10-15
Moneco Advisors, LLC
INCREASED
Shares1,100 from 996
Change+104 (+10%)
Value$426.4K (+$167.0K)
Filed 2026-11-05
Heck Capital Advisors, LLC
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$426.4K (+$139.9K)
Filed 2026-10-14
Rossmore Private Capital
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$426.4K (+$139.9K)
Filed 2026-10-27
Capital Investment Advisory Services, LLC
INCREASED
Shares1,092 from 1,084
Change+8 (+1%)
Value$423.3K (+$141.0K)
Filed 2026-10-30
Quantum Financial Advisors, LLC
INCREASED
Shares1,084 from 1,083
Change+1 (+0%)
Value$420.0K (+$138.1K)
Filed 2026-11-03
Secure Asset Management, LLC
DECREASED
Shares1,082 from 1,083
Change-1 (0%)
Value$419.4K (+$137.4K)
Filed 2026-10-19
Ticino Wealth
DECREASED
Shares1,079 from 2,179
Change-1,100 (-50%)
Value$418.2K (-$149.3K)
Filed 2026-10-13
Columbus Macro, LLC
DECREASED
Shares1,078 from 1,146
Change-68 (-6%)
Value$417.7K (+$119.4K)
Filed 2026-10-14
Winch Advisory Services, LLC
INCREASED
Shares1,077 from 1,073
Change+4 (+0%)
Value$417.3K (+$137.8K)
Filed 2026-11-06
True Private Wealth Advisors
INCREASED
Shares1,071 from 1,042
Change+29 (+3%)
Value$415.5K (+$144.1K)
Filed 2026-10-19
Ellis Investment Partners, LLC
INCREASED
Shares1,071 from 1,058
Change+13 (+1%)
Value$415.5K (+$139.9K)
Filed 2026-10-21
Canandaigua National Bank & Trust Co
DECREASED
Shares1,065 from 1,075
Change-10 (-1%)
Value$412.8K (+$132.8K)
Filed 2026-10-07
Plan Group Financial, LLC
INCREASED
Shares1,064 from 1,014
Change+50 (+5%)
Value$461.2K (+$197.1K)
Filed 2026-10-22
Cowa, LLC
UNCHANGED
Shares1,063 from 1,063
Change0 (0%)
Value$412.0K (+$135.2K)
Filed 2026-10-30
Net Worth Advisory Group
DECREASED
Shares1,062 from 1,122
Change-60 (-5%)
Value$434.0K (+$141.7K)
Filed 2026-10-20
1620 Investment Advisors, Inc.
DECREASED
Shares1,060 from 1,070
Change-10 (-1%)
Value$410.9K (+$132.2K)
Filed 2026-11-04
Capstone Wealth Management, LLC
UNCHANGED
Shares1,059 from 1,059
Change0 (0%)
Value$410.5K (+$134.7K)
Filed 2026-11-02
Virtue Capital Management, LLC
INCREASED
Shares1,058 from 922
Change+136 (+15%)
Value$410.1K (+$170.0K)
Filed 2026-10-29
Grey Ledge Advisors, LLC
DECREASED
Shares1,056 from 1,082
Change-26 (-2%)
Value$409.3K (+$127.5K)
Filed 2026-11-02
Washburn Capital Management, Inc.
NEW
Shares1,055
Change+1,055
Value$408.9K
Filed 2026-10-19
Hardin Capital Partners, LLC
INCREASED
Shares1,053 from 1,000
Change+53 (+5%)
Value$408.1K (+$147.6K)
Filed 2026-10-09
Simon Quick Advisors, LLC
DECREASED
Shares1,052 from 1,334
Change-282 (-21%)
Value$407.8K (+$60.3K)
Filed 2026-10-26
Jacobsen Capital Management
DECREASED
Shares1,052 from 1,061
Change-9 (-1%)
Value$407.8K (+$131.4K)
Filed 2026-10-27
Investment Research Partners LLC
INCREASED
Shares1,051 from 1,049
Change+2 (+0%)
Value$407.4K (+$134.2K)
Filed 2026-10-19
Avail Investment Partners, LLC
INCREASED
Shares1,051 from 1,049
Change+2 (+0%)
Value$407.4K (+$134.2K)
Filed 2026-10-16
One Degree Advisors Inc
UNCHANGED
Shares1,048 from 1,048
Change0 (0%)
Value$439.3K (+$439.1K)
Filed 2026-11-06
Diligent Investors, LLC
DECREASED
Shares1,047 from 1,088
Change-41 (-4%)
Value$405.8K (+$122.5K)
Filed 2026-10-21
Hickory Point Bank & Trust
UNCHANGED
Shares1,043 from 1,043
Change0 (0%)
Value$404.3K (+$132.6K)
Filed 2026-10-01
Crescent Grove Advisors, LLC
DECREASED
Shares1,038 from 1,613
Change-575 (-36%)
Value$402.3K (-$17.8K)
Filed 2026-10-21
Exchange Bank
UNCHANGED
Shares1,038 from 1,038
Change0 (0%)
Value$402.3K (+$132.0K)
Filed 2026-10-07
Trust Point Inc.
INCREASED
Shares1,037 from 999
Change+38 (+4%)
Value$402.0K (+$141.8K)
Filed 2026-10-27
Advocate Group LLC
UNCHANGED
Shares1,035 from 1,035
Change0 (0%)
Value$401.2K (+$131.6K)
Filed 2026-10-19
Balefire, LLC
INCREASED
Shares1,033 from 979
Change+54 (+6%)
Value$400.6K (+$145.5K)
Filed 2026-10-09
Olympiad Research LP
NEW
Shares1,030
Change+1,030
Value$399.2K
Filed 2026-11-04
waypoint wealth counsel
INCREASED
Shares1,030 from 979
Change+51 (+5%)
Value$399.2K (+$144.3K)
Filed 2026-10-22
Ridgecrest Wealth Partners, LLC
DECREASED
Shares1,029 from 1,054
Change-25 (-2%)
Value$398.9K (+$124.3K)
Filed 2026-10-19
Blue Zone Wealth Advisors, LLC
INCREASED
Shares1,027 from 1,003
Change+24 (+2%)
Value$398.1K (+$136.9K)
Filed 2026-10-19
Argos Wealth Advisors, LLC
UNCHANGED
Shares1,027 from 1,027
Change0 (0%)
Value$398.1K (+$130.6K)
Filed 2026-11-02
Northwest Wealth Management, LLC
INCREASED
Shares1,022 from 961
Change+61 (+6%)
Value$396.2K (+$145.8K)
Filed 2026-10-30
Woodstock Corp
DECREASED
Shares1,018 from 1,403
Change-385 (-27%)
Value$394.6K (+$29.2K)
Filed 2026-10-13
Dutch Asset Corp
INCREASED
Shares1,018 from 934
Change+84 (+9%)
Value$394.6K (+$151.1K)
Filed 2026-10-20
XML Financial, LLC
UNCHANGED
Shares1,017 from 1,017
Change0 (0%)
Value$394.2K (+$129.3K)
Filed 2026-10-29
Tabr Capital Management, LLC
NEW
Shares1,015
Change+1,015
Value$393.4K
Filed 2026-10-20
RVW Wealth, LLC
INCREASED
Shares1,012 from 862
Change+150 (+17%)
Value$392.3K (+$167.8K)
Filed 2026-10-06
First American Bank
UNCHANGED
Shares1,008 from 1,008
Change0 (0%)
Value$390.7K (+$128.2K)
Filed 2026-10-27
ASK Capital Investment Managers, LLC
NEW
Shares1,000
Change+1,000
Value$387.6K
Filed 2026-10-14
Pavion Blue Capital, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$387.6K (+$127.2K)
Filed 2026-11-05
SBI Okasan Asset Management Co.Ltd.
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$387.7K (+$121.4K)
Filed 2026-11-10
Parr Mcknight Wealth Management Group, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$387.6K (+$127.2K)
Filed 2026-10-30
Flagstone Financial Management
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$387.6K (+$127.2K)
Filed 2026-11-05
Mcdonald Partners LLC
UNCHANGED
Shares999 from 999
Change0 (0%)
Value$387.2K (+$127.0K)
Filed 2026-11-03
Alerus Financial NA
INCREASED
Shares995 from 542
Change+453 (+84%)
Value$385.7K (+$244.5K)
Filed 2026-11-09
Asahi Life Asset Management Co., Ltd.
NEW
Shares993
Change+993
Value$384.9K
Filed 2026-11-06
Gemmer Asset Management LLC
UNCHANGED
Shares993 from 993
Change0 (0%)
Value$384.9K (+$126.3K)
Filed 2026-10-16
ProVise Management Group, LLC
DECREASED
Shares990 from 1,468
Change-478 (-33%)
Value$383.7K (+$1.4K)
Filed 2026-11-06
Shelton Wealth Management, LLC
DECREASED
Shares986 from 1,074
Change-88 (-8%)
Value$382.3K (+$102.5K)
Filed 2026-10-16
San Luis Wealth Advisors LLC
DECREASED
Shares983 from 995
Change-12 (-1%)
Value$381.1K (+$121.9K)
Filed 2026-10-27
Salem Investment Counselors Inc
DECREASED
Shares975 from 1,129
Change-154 (-14%)
Value$377.9K (+$83.9K)
Filed 2026-10-13
Interchange Capital Partners, LLC
INCREASED
Shares974 from 950
Change+24 (+3%)
Value$377.7K (+$130.3K)
Filed 2026-10-28
RKL Wealth Management LLC
INCREASED
Shares968 from 967
Change+1 (+0%)
Value$375.2K (+$123.3K)
Filed 2026-10-16
Anchyra Partners LLC
INCREASED
Shares965 from 843
Change+122 (+14%)
Value$374.0K (+$154.5K)
Filed 2026-10-13
Titleist Asset Management, LLC
INCREASED
Shares965 from 932
Change+33 (+4%)
Value$374.0K (+$131.4K)
Filed 2026-10-08
Bank of New Hampshire
UNCHANGED
Shares964 from 964
Change0 (0%)
Value$373.7K (+$122.6K)
Filed 2026-10-06
Middleton & Co Inc
UNCHANGED
Shares961 from 961
Change0 (0%)
Value$372.5K (+$122.2K)
Filed 2026-10-23
Baker Tilly Wealth Management, LLC
INCREASED
Shares959 from 838
Change+121 (+14%)
Value$371.7K (+$153.5K)
Filed 2026-10-05
Hunter Associates Investment Management LLC
DECREASED
Shares958 from 963
Change-5 (-1%)
Value$371 (-$249.6K)
Filed 2026-10-26
Modera Wealth Management, LLC
INCREASED
Shares956 from 922
Change+34 (+4%)
Value$370.5K (+$130.4K)
Filed 2026-10-28
Veracity Capital LLC
INCREASED
Shares954 from 934
Change+20 (+2%)
Value$369.6K (+$126.3K)
Filed 2026-10-08
GC Wealth Management RIA, LLC
INCREASED
Shares947 from 940
Change+7 (+1%)
Value$367.1K (+$122.3K)
Filed 2026-11-02
Legacy Capital Group California, Inc.
NEW
Shares946
Change+946
Value$366.7K
Filed 2026-11-09
Fiera Capital Corp
UNCHANGED
Shares944 from 944
Change0 (0%)
Value$365.9K (+$120.0K)
Filed 2026-11-06
SC&H Financial Advisors, Inc.
UNCHANGED
Shares940 from 940
Change0 (0%)
Value$364.4K (+$119.5K)
Filed 2026-10-14
Texas Bank & Trust Co
NEW
Shares930
Change+930
Value$360.5K
Filed 2026-11-04
Kingsman Wealth Management, Inc.
NEW
Shares930
Change+930
Value$360.6K
Filed 2026-10-13
KFA Private Wealth Group, LLC
DECREASED
Shares930 from 1,026
Change-96 (-9%)
Value$360.6K (+$93.4K)
Filed 2026-10-07
Cypress Point Wealth Management, LLC
DECREASED
Shares927 from 1,104
Change-177 (-16%)
Value$359.3K (+$71.8K)
Filed 2026-11-03
Valmark Advisers, Inc.
DECREASED
Shares926 from 994
Change-68 (-7%)
Value$358.9K (+$100.1K)
Filed 2026-11-06
Connecticut Capital Management Group, LLC
DECREASED
Shares924 from 925
Change-1 (0%)
Value$358.2K (+$117.2K)
Filed 2026-10-29
Proactive Wealth Strategies LLC
INCREASED
Shares918 from 884
Change+34 (+4%)
Value$355.9K (+$125.9K)
Filed 2026-11-09
Gibbs Wealth Management
INCREASED
Shares917 from 858
Change+59 (+7%)
Value$355.4K (+$132.0K)
Filed 2026-10-22
M.E. Allison & Co., Inc.
INCREASED
Shares917 from 916
Change+1 (+0%)
Value$355.2K (+$116.6K)
Filed 2026-10-09
Calamos Wealth Management LLC
DECREASED
Shares916 from 918
Change-2 (0%)
Value$355.1K (+$116.0K)
Filed 2026-11-02
Income Insurance Ltd
UNCHANGED
Shares916 from 916
Change0 (0%)
Value$355.1K (+$116.5K)
Filed 2026-10-21
Founders Grove Wealth Partners, LLC
NEW
Shares915
Change+915
Value$354.7K
Filed 2026-10-16
Veery Capital, LLC
DECREASED
Shares912 from 1,002
Change-90 (-9%)
Value$353.5K (+$92.5K)
Filed 2026-10-07
Analyst IMS Investment Management Services Ltd.
NEW
Shares908
Change+908
Value$352
Filed 2026-11-05
Hengehold Capital Management LLC
DECREASED
Shares906 from 954
Change-48 (-5%)
Value$351.2K (+$102.7K)
Filed 2026-10-16
Guilbault Capital LLC
UNCHANGED
Shares904 from 904
Change0 (0%)
Value$350.4K (+$115.0K)
Filed 2026-10-28
Cornell Pochily Investment Advisors, Inc.
INCREASED
Shares902 from 901
Change+1 (+0%)
Value$349.6K (+$115.0K)
Filed 2026-10-19
Chung Wu Investment Group, LLC
NEW
Shares900
Change+900
Value$348.8K
Filed 2026-11-03
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED
Shares900 from 908
Change-8 (-1%)
Value$348.8K (+$112.4K)
Filed 2026-11-03
Smithfield Trust Co
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$349 (-$226.7K)
Filed 2026-11-09
Detalus Advisors, LLC
UNCHANGED
Shares899 from 899
Change0 (0%)
Value$348.6K (+$114.6K)
Filed 2026-10-15
Northstar Group, Inc.
UNCHANGED
Shares899 from 899
Change0 (0%)
Value$348.5K (+$114.3K)
Filed 2026-11-10
Grand Wealth Management, LLC
DECREASED
Shares892 from 975
Change-83 (-9%)
Value$345.7K (+$91.8K)
Filed 2026-11-09
Gerber Kawasaki Wealth & Investment Management
NEW
Shares888
Change+888
Value$344.5K
Filed 2026-10-29
Measured Risk Portfolios, Inc.
UNCHANGED
Shares887 from 887
Change0 (0%)
Value$343.6K (+$112.7K)
Filed 2026-10-21
Wealth Architects, LLC
DECREASED
Shares886 from 902
Change-16 (-2%)
Value$343.8K (+$108.6K)
Filed 2026-11-03
Shulman DeMeo Asset Management LLC
INCREASED
Shares884 from 881
Change+3 (+0%)
Value$370.5K (+$141.2K)
Filed 2026-10-09
S.A. Mason LLC
INCREASED
Shares883 from 868
Change+15 (+2%)
Value$342.3K (+$116.2K)
Filed 2026-10-13
Bucket List Wealth Management, LLC
UNCHANGED
Shares883 from 883
Change0 (0%)
Value$342.3K (+$112.3K)
Filed 2026-10-22
Addison Capital Co
UNCHANGED
Shares876 from 876
Change0 (0%)
Value$339.5K (+$111.5K)
Filed 2026-11-09
Allen Capital Group, LLC
INCREASED
Shares875 from 853
Change+22 (+3%)
Value$339.1K (+$117.0K)
Filed 2026-10-27
Total Clarity Wealth Management, Inc.
NEW
Shares871
Change+871
Value$337.6K
Filed 2026-10-26
Regent Peak Wealth Advisors LLC
INCREASED
Shares870 from 787
Change+83 (+11%)
Value$337.2K (+$132.3K)
Filed 2026-10-13
Peak Financial Management, Inc.
INCREASED
Shares870 from 800
Change+70 (+9%)
Value$337.2K (+$128.9K)
Filed 2026-10-16
Hourglass Capital, LLC
UNCHANGED
Shares869 from 869
Change0 (0%)
Value$336.8K (+$110.5K)
Filed 2026-10-26
Whelan Financial
INCREASED
Shares866 from 811
Change+55 (+7%)
Value$335.7K (+$124.5K)
Filed 2026-10-28
Hidden Cove Wealth Management, LLC
DECREASED
Shares866 from 867
Change-1 (0%)
Value$335.7K (+$109.9K)
Filed 2026-10-19
Capital Asset Advisory Services LLC
DECREASED
Shares863 from 1,156
Change-293 (-25%)
Value$368.1K (+$67.1K)
Filed 2026-10-30
Ipswich Investment Management Co., Inc.
UNCHANGED
Shares860 from 860
Change0 (0%)
Value$333.3K (+$109.4K)
Filed 2026-10-13
Caitong International Asset Management Co., Ltd
DECREASED
Shares856 from 4,846
Change-3,990 (-82%)
Value$331.8K (-$930.3K)
Filed 2026-10-29
Evermay Wealth Management LLC
UNCHANGED
Shares850 from 850
Change0 (0%)
Value$329.5K (+$108.1K)
Filed 2026-11-05
Harel Insurance Investments & Financial Services Ltd.
NEW
Shares847
Change+847
Value$328
Filed 2026-11-02
Sentry LLC
UNCHANGED
Shares846 from 846
Change0 (0%)
Value$327.9K (+$107.6K)
Filed 2026-10-30
Howard Financial Services, Ltd.
INCREASED
Shares845 from 788
Change+57 (+7%)
Value$327.5K (+$122.3K)
Filed 2026-10-15
Victory Financial Group, LLC
NEW
Shares842
Change+842
Value$326.4K
Filed 2026-10-27
First National Bank Sioux Falls
UNCHANGED
Shares842 from 842
Change0 (0%)
Value$326.4K (+$122.8K)
Filed 2026-10-13
Montag A & Associates Inc
DECREASED
Shares841 from 876
Change-35 (-4%)
Value$326.0K (+$97.8K)
Filed 2026-10-29
Kennedy Investment Group, Inc.
DECREASED
Shares839 from 938
Change-99 (-11%)
Value$325.3K (+$80.9K)
Filed 2026-10-21
Joel Isaacson & Co., LLC
NEW
Shares838
Change+838
Value$324.8K
Filed 2026-11-05
Berkshire Asset Management LLC
DECREASED
Shares834 from 844
Change-10 (-1%)
Value$323.3K (+$103.5K)
Filed 2026-11-10
Wharton Business Group, LLC
UNCHANGED
Shares834 from 834
Change0 (0%)
Value$323.3K (+$106.1K)
Filed 2026-11-09
One Day In July LLC
DECREASED
Shares832 from 850
Change-18 (-2%)
Value$322.5K (+$101.1K)
Filed 2026-10-30
Acorn Financial Advisory Services Inc
UNCHANGED
Shares830 from 830
Change0 (0%)
Value$321.7K (+$105.6K)
Filed 2026-11-02
Reston Wealth Management LLC
INCREASED
Shares824 from 823
Change+1 (+0%)
Value$319.2K (+$104.8K)
Filed 2026-10-29
Walser Wealth Management Company, A Ltd Liability Co
DECREASED
Shares819 from 820
Change-1 (0%)
Value$317.6K (+$104.0K)
Filed 2026-10-15
Stonebridge Financial Group, LLC
INCREASED
Shares817 from 788
Change+29 (+4%)
Value$316.7K (+$111.5K)
Filed 2026-10-01
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
DECREASED
Shares816 from 889
Change-73 (-8%)
Value$316.3K (+$84.8K)
Filed 2026-10-21
Johnson Financial Group, LLC
DECREASED
Shares814 from 1,458
Change-644 (-44%)
Value$315.5K (-$64.2K)
Filed 2026-11-03
Wilkins Miller Wealth Management, LLC
DECREASED
Shares814 from 824
Change-10 (-1%)
Value$315.6K (+$101.0K)
Filed 2026-10-13
BankChampaign, National Association
DECREASED
Shares810 from 824
Change-14 (-2%)
Value$314.0K (+$99.4K)
Filed 2026-10-19
JBR Co Financial Management Inc
UNCHANGED
Shares806 from 806
Change0 (0%)
Value$217.2K (+$7.3K)
Filed 2026-10-13
D'Orazio & Associates, Inc.
NEW
Shares803
Change+803
Value$311.4K
Filed 2026-11-04
Nwam LLC
NEW
Shares803
Change+803
Value$311.3K
Filed 2026-11-09
Dudley Capital Management, LLC
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$310.1K (+$101.7K)
Filed 2026-10-23
Paladin Advisory Group, LLC
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$310.1K (+$101.7K)
Filed 2026-11-09
Knuff & Co LLC
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$310.1K (+$101.7K)
Filed 2026-11-06
HRC Wealth Management, LLC
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$310.1K (+$101.7K)
Filed 2026-10-16
Sovereign Investment Advisors, LLC
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$310.1K (+$101.7K)
Filed 2026-11-09
B.A. Schrock Wealth Management, Inc.
NEW
Shares797
Change+797
Value$325.5K
Filed 2026-10-15
Matisse Capital
UNCHANGED
Shares796 from 796
Change0 (0%)
Value$308.5K (+$101.2K)
Filed 2026-10-29
HMV Wealth Advisors, LLC
NEW
Shares793
Change+793
Value$307.4K
Filed 2026-10-27
Delta Investment Management, LLC
UNCHANGED
Shares792 from 792
Change0 (0%)
Value$307.0K (+$100.7K)
Filed 2026-11-09
Quadrant Private Wealth Management, LLC
NEW
Shares791
Change+791
Value$306.7K
Filed 2026-11-04
Plante Moran Financial Advisors, LLC
INCREASED
Shares788 from 485
Change+303 (+62%)
Value$305.3K (+$179.0K)
Filed 2026-11-04
Telos Capital Management, Inc.
UNCHANGED
Shares788 from 788
Change0 (0%)
Value$305.4K (+$100.2K)
Filed 2026-11-02
May Hill Capital, LLC
INCREASED
Shares787 from 775
Change+12 (+2%)
Value$305.0K (+$103.2K)
Filed 2026-11-03
Cedarwood Wealth LLC
INCREASED
Shares785 from 774
Change+11 (+1%)
Value$304.3K (+$102.7K)
Filed 2026-11-09
Franklin Street Advisors Inc
NEW
Shares784
Change+784
Value$303.9K
Filed 2026-10-13
Phillips Financial Management, LLC
NEW
Shares779
Change+779
Value$301.9K
Filed 2026-10-19
Dumont & Blake Investment Advisors LLC
DECREASED
Shares779 from 783
Change-4 (-1%)
Value$301.9K (+$98.0K)
Filed 2026-10-28
Main Street Group, LTD
INCREASED
Shares774 from 773
Change+1 (+0%)
Value$299.9K (+$98.5K)
Filed 2026-10-28
Straight Path Wealth Management
NEW
Shares773
Change+773
Value$299.6K
Filed 2026-10-23
LeConte Wealth Management, LLC
INCREASED
Shares773 from 772
Change+1 (+0%)
Value$299.6K (+$98.6K)
Filed 2026-10-20
Nixon Peabody Trust Co
NEW
Shares771
Change+771
Value$298.8K
Filed 2026-10-23
Trek Financial, LLC
DECREASED
Shares771 from 776
Change-5 (-1%)
Value$298.8K (+$96.7K)
Filed 2026-10-29
HF Advisory Group, LLC
DECREASED
Shares768 from 859
Change-91 (-11%)
Value$297.5K (+$73.8K)
Filed 2026-10-09
Tritonpoint Wealth, LLC
NEW
Shares766
Change+766
Value$297.1K
Filed 2026-10-19
NTV Asset Management LLC
NEW
Shares764
Change+764
Value$296.1K
Filed 2026-10-23
Retirement Planning Group, LLC
NEW
Shares763
Change+763
Value$295.7K
Filed 2026-10-19
Heritage Family Offices, LLP
NEW
Shares761
Change+761
Value$295.0K
Filed 2026-11-02
Financial Council, LLC
NEW
Shares761
Change+761
Value$295.0K
Filed 2026-11-02
CNB Bank
DECREASED
Shares758 from 772
Change-14 (-2%)
Value$293.8K (+$92.7K)
Filed 2026-11-09
Atlas Legacy Advisors, LLC
NEW
Shares756
Change+756
Value$293.1K
Filed 2026-11-10
Successful Portfolios LLC
DECREASED
Shares752 from 885
Change-133 (-15%)
Value$314.6K (+$65.9K)
Filed 2026-10-09
Inlet Private Wealth, LLC
NEW
Shares750
Change+750
Value$290.7K
Filed 2026-10-21
Lebenthal Global Advisors, LLC
NEW
Shares750
Change+750
Value$290.7K
Filed 2026-10-28
Piar LLC
NEW
Shares750
Change+750
Value$290.7K
Filed 2026-10-21
Univest Financial Corp
NEW
Shares750
Change+750
Value$290.7K
Filed 2026-11-05
Planned Solutions, Inc.
NEW
Shares743
Change+743
Value$288.0K
Filed 2026-10-19
Integrity Alliance, Llc.
NEW
Shares737
Change+737
Value$285.9K
Filed 2026-10-29
Clark Asset Management, LLC
NEW
Shares734
Change+734
Value$284.5K
Filed 2026-10-19
Midwest Financial Group LLC
NEW
Shares734
Change+734
Value$284.5K
Filed 2026-10-15
Transcendent Capital Group LLC
NEW
Shares731
Change+731
Value$283.3K
Filed 2026-10-28
TCP Asset Management, LLC
NEW
Shares729
Change+729
Value$296.2K
Filed 2026-10-14
Armstrong, Fleming & Moore, Inc
NEW
Shares725
Change+725
Value$281.0K
Filed 2026-10-28
Walkner Condon Financial Advisors LLC
NEW
Shares724
Change+724
Value$280.5K
Filed 2026-11-02
Annis Gardner Whiting Capital Advisors, LLC
NEW
Shares722
Change+722
Value$279.9K
Filed 2026-11-09
RMR Wealth Builders
DECREASED
Shares720 from 1,108
Change-388 (-35%)
Value$279.1K (-$9.4K)
Filed 2026-10-22
Alpha Omega Wealth Management LLC
NEW
Shares717
Change+717
Value$277.9K
Filed 2026-10-23
Investment Insight Wealth Management, LLC
NEW
Shares716
Change+716
Value$277.6K
Filed 2026-10-30
Schnieders Capital Management, Llc.
DECREASED
Shares716 from 1,115
Change-399 (-36%)
Value$277.5K (-$12.9K)
Filed 2026-11-09
Greenfield Seitz Capital Management, LLC
NEW
Shares715
Change+715
Value$277.1K
Filed 2026-10-29
bLong Financial, LLC
DECREASED
Shares715 from 815
Change-100 (-12%)
Value$277.1K (+$64.9K)
Filed 2026-10-29
Royal Fund Management, LLC
NEW
Shares712
Change+712
Value$276.1K
Filed 2026-10-22
Thrive Wealth Management, LLC
NEW
Shares711
Change+711
Value$275.6K
Filed 2026-10-13
3Chopt Investment Partners, LLC
NEW
Shares709
Change+709
Value$274.8K
Filed 2026-10-30
Werba Rubin Papier Wealth Management
DECREASED
Shares708 from 965
Change-257 (-27%)
Value$274.3K (+$23.1K)
Filed 2026-11-06
Summit Wealth Group LLC / Co
NEW
Shares705
Change+705
Value$273.3K
Filed 2026-10-29
Affinity Capital Advisors, LLC
NEW
Shares705
Change+705
Value$305.8K
Filed 2026-10-13
Juncture Wealth Strategies, LLC
NEW
Shares705
Change+705
Value$273.3K
Filed 2026-10-06
SkyOak Wealth, LLC
NEW
Shares704
Change+704
Value$272.9K
Filed 2026-10-28
Dagco, Inc.
NEW
Shares700
Change+700
Value$271.3K
Filed 2026-10-20
Southern Capital Advisors, LLC
NEW
Shares700
Change+700
Value$271.3K
Filed 2026-10-26
Norris Perne & French LLP
NEW
Shares699
Change+699
Value$270.9K
Filed 2026-10-23
Beese Fulmer Investment Management, Inc.
NEW
Shares698
Change+698
Value$270.7K
Filed 2026-10-23
OmniStar Financial Group, Inc.
DECREASED
Shares697 from 2,994
Change-2,297 (-77%)
Value$270.1K (-$509.8K)
Filed 2026-10-26
Hobart Private Capital, LLC
NEW
Shares695
Change+695
Value$269.4K
Filed 2026-10-19
Richards, Merrill & Peterson, Inc.
NEW
Shares695
Change+695
Value$269.4K
Filed 2026-10-19
Tuttle Capital Management, LLC
NEW
Shares693
Change+693
Value$268.6K
Filed 2026-10-21
Eurizon SLJ Capital Ltd
INCREASED
Shares693 from 519
Change+174 (+34%)
Value$268.6K (+$133.4K)
Filed 2026-11-06
GHP Investment Advisors, Inc.
DECREASED
Shares688 from 727
Change-39 (-5%)
Value$266.5K (+$77.3K)
Filed 2026-10-15
Warwick Investment Management, Inc.
DECREASED
Shares687 from 958
Change-271 (-28%)
Value$266.3K (+$16.8K)
Filed 2026-10-19
Abel Hall, LLC
NEW
Shares685
Change+685
Value$265.5K
Filed 2026-10-19
Central Pacific Bank - Trust Division
DECREASED
Shares682 from 1,885
Change-1,203 (-64%)
Value$264.4K (-$226.6K)
Filed 2026-10-06
Ashton Thomas Securities, LLC
NEW
Shares681
Change+681
Value$264.0K
Filed 2026-10-26
KOM Wealth Management Group, LLC
NEW
Shares679
Change+679
Value$263.1K
Filed 2026-10-15
J. Team Financial, Inc.
NEW
Shares678
Change+678
Value$262.8K
Filed 2026-11-03
Traveka Wealth, LLC
NEW
Shares677
Change+677
Value$262.2K
Filed 2026-10-19
Eagle Strategies LLC
NEW
Shares676
Change+676
Value$262.0K
Filed 2026-10-16
Sterling Investment Management, LLC
NEW
Shares675
Change+675
Value$261.7K
Filed 2026-10-16
Essential Investment Partners LLC
INCREASED
Shares675 from 650
Change+25 (+4%)
Value$261.6K (+$92.4K)
Filed 2026-10-27
AA Financial Advisors, LLC
NEW
Shares673
Change+673
Value$260.9K
Filed 2026-10-19
Gaddis Premier Wealth Advisors LLC
NEW
Shares671
Change+671
Value$259.9K
Filed 2026-10-29
Bfsg, LLC
DECREASED
Shares670 from 1,482
Change-812 (-55%)
Value$259.7K (-$126.3K)
Filed 2026-10-30
Canal Capital Management, LLC
DECREASED
Shares670 from 1,324
Change-654 (-49%)
Value$259.7K (-$85.1K)
Filed 2026-11-10
Allen Mooney & Barnes Investment Advisors LLC
NEW
Shares668
Change+668
Value$258.9K
Filed 2026-10-08
MV Capital Management, Inc.
DECREASED
Shares667 from 671
Change-4 (-1%)
Value$258.5K (+$83.8K)
Filed 2026-10-29
Magnus Financial Group LLC
NEW
Shares665
Change+665
Value$257.8K
Filed 2026-10-21
Greenspring Advisors, LLC
NEW
Shares660
Change+660
Value$256.0K
Filed 2026-11-05
Ejmk Ventures LLC
NEW
Shares660
Change+660
Value$255.9K
Filed 2026-10-21
Five Oceans Advisors
NEW
Shares659
Change+659
Value$255.4K
Filed 2026-10-22
Index Fund Advisors, Inc.
NEW
Shares659
Change+659
Value$255.4K
Filed 2026-11-05
Enclave Advisors LLC
NEW
Shares652
Change+652
Value$252.6K
Filed 2026-10-14
Sterling Investment Advisors, Ltd.
NEW
Shares650
Change+650
Value$251.9K
Filed 2026-10-27
WBH Advisory Inc
NEW
Shares648
Change+648
Value$251.2K
Filed 2026-11-05
Miller Wealth Advisors, LLC
UNCHANGED
Shares646 from 646
Change0 (0%)
Value$250.4K (+$82.2K)
Filed 2026-11-02
Oder Investment Management, LLC
DECREASED
Shares643 from 840
Change-197 (-23%)
Value$249.2K (+$30.5K)
Filed 2026-11-09
Canvas Wealth Advisors, LLC
NEW
Shares639
Change+639
Value$245.7K
Filed 2026-11-02
JB Capital LLC
NEW
Shares637
Change+637
Value$247.1K
Filed 2026-10-19
Marathon Strategic Advisors, LLC
NEW
Shares634
Change+634
Value$245.7K
Filed 2026-10-20
Oakwell Private Wealth Management, LLC
NEW
Shares634
Change+634
Value$245.7K
Filed 2026-11-06
MW Advisory, LLC
NEW
Shares633
Change+633
Value$245.4K
Filed 2026-10-19
Bauman Advisory Group, LLC
NEW
Shares632
Change+632
Value$244.9K
Filed 2026-10-29
Meyer Handelman Co
NEW
Shares632
Change+632
Value$245.0K
Filed 2026-10-28
HCR Wealth Advisors
NEW
Shares631
Change+631
Value$244.7K
Filed 2026-10-15
Carrera Capital Advisors
NEW
Shares629
Change+629
Value$243.9K
Filed 2026-11-03
Greenwood Capital Associates LLC
NEW
Shares628
Change+628
Value$243.4K
Filed 2026-10-27
Charter Capital Management, Llc\de
NEW
Shares628
Change+628
Value$243.4K
Filed 2026-10-28
Triasima Portfolio Management inc.
NEW
Shares626
Change+626
Value$242.6K
Filed 2026-10-15
Frontier Asset Management, LLC
NEW
Shares626
Change+626
Value$242.9K
Filed 2026-10-28
Value Investment Professionals, LLC
NEW
Shares626
Change+626
Value$242.8K
Filed 2026-10-13
Focused Wealth Management, Inc
DECREASED
Shares622 from 1,115
Change-493 (-44%)
Value$241.1K (-$49.3K)
Filed 2026-10-30
Penobscot Investment Management Company, Inc.
NEW
Shares620
Change+620
Value$240.3K
Filed 2026-10-26
Diversified Portfolios, Inc.
NEW
Shares619
Change+619
Value$239.9K
Filed 2026-11-04
Aletheian Wealth Advisors LLC
NEW
Shares618
Change+618
Value$239.5K
Filed 2026-10-08
Convergence Financial, LLC
DECREASED
Shares618 from 1,189
Change-571 (-48%)
Value$239.5K (-$70.1K)
Filed 2026-10-27
Garde Capital, Inc.
NEW
Shares615
Change+615
Value$238.4K
Filed 2026-10-29
Enzi Wealth
NEW
Shares613
Change+613
Value$279.8K
Filed 2026-10-14
Demars Financial Group, LLC
NEW
Shares611
Change+611
Value$236.8K
Filed 2026-10-22
Apeiron RIA LLC
NEW
Shares609
Change+609
Value$248.6K
Filed 2026-10-08
Falcon Wealth Planning
NEW
Shares606
Change+606
Value$234.7K
Filed 2026-11-06
Visionary Wealth Advisors
NEW
Shares606
Change+606
Value$234.9K
Filed 2026-11-04
Englebert Financial Advisers, LLC
NEW
Shares606
Change+606
Value$234.9K
Filed 2026-10-20
Provenance Wealth Advisors, LLC
INCREASED
Shares605 from 26
Change+579 (+2227%)
Value$234.5K (+$227.7K)
Filed 2026-10-30
Saxony Capital Management, LLC
NEW
Shares601
Change+601
Value$233.0K
Filed 2026-10-15
Wealth Management Nebraska
NEW
Shares600
Change+600
Value$232.6K
Filed 2026-10-26
Silver Oak Advisory Group, Inc.
NEW
Shares600
Change+600
Value$232.6K
Filed 2026-11-06
Viewpoint Capital Management LLC
NEW
Shares600
Change+600
Value$232.6K
Filed 2026-10-27
Hamilton Point Investment Advisors, LLC
NEW
Shares600
Change+600
Value$232.6K
Filed 2026-11-03
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares599 from 599
Change0 (0%)
Value$232.2K (+$76.2K)
Filed 2026-11-02
Avid Wealth Partners LLC
NEW
Shares597
Change+597
Value$231.4K
Filed 2026-11-03
FSM Wealth Advisors, LLC
NEW
Shares596
Change+596
Value$264.6K
Filed 2026-10-27
Councilmark Asset Management, LLC
NEW
Shares595
Change+595
Value$230.6K
Filed 2026-10-20
NBH Bank
UNCHANGED
Shares594 from 594
Change0 (0%)
Value$230.2K (+$75.5K)
Filed 2026-11-05
ARK & TLK Investments, LLC
NEW
Shares593
Change+593
Value$229.9K
Filed 2026-10-20
Factor Wealth Management LTD
NEW
Shares589
Change+589
Value$228.2K
Filed 2026-10-08
Advisor Resource Council
DECREASED
Shares588 from 887
Change-299 (-34%)
Value$246.6K (+$6.8K)
Filed 2026-11-05
Fragasso Financial Advisors Inc
NEW
Shares587
Change+587
Value$254.7K
Filed 2026-10-13
Brucke Financial, Inc.
NEW
Shares585
Change+585
Value$226.8K
Filed 2026-10-23
First Business Financial Services, Inc.
NEW
Shares584
Change+584
Value$226.4K
Filed 2026-10-29
Moran Wealth Management, LLC
NEW
Shares583
Change+583
Value$226.0K
Filed 2026-10-22
Private Client Services, LLC
NEW
Shares583
Change+583
Value$226.0K
Filed 2026-10-02
Register Financial Advisors LLC
NEW
Shares581
Change+581
Value$225.2K
Filed 2026-10-23
Fidelity D & D Bancorp Inc
NEW
Shares581
Change+581
Value$225.2K
Filed 2026-11-05
Able Wealth Management LLC
NEW
Shares576
Change+576
Value$241.5K
Filed 2026-10-13
First Interstate Bank
NEW
Shares575
Change+575
Value$222.9K
Filed 2026-10-23
Arlington Trust Co LLC
INCREASED
Shares575 from 524
Change+51 (+10%)
Value$222.9K (+$86.4K)
Filed 2026-10-20
Financial Insights, Inc.
NEW
Shares573
Change+573
Value$222.1K
Filed 2026-10-27
Rakuten Securities, Inc.
INCREASED
Shares572 from 65
Change+507 (+780%)
Value$221.7K (+$204.8K)
Filed 2026-11-02
Heritage Wealth Advisors
DECREASED
Shares572 from 573
Change-1 (0%)
Value$221.9K (+$72.8K)
Filed 2026-11-09
Silvant Capital Management LLC
UNCHANGED
Shares571 from 571
Change0 (0%)
Value$221.3K (+$72.6K)
Filed 2026-11-09
Prevail Innovative Wealth Advisors, LLC
NEW
Shares570
Change+570
Value$241.7K
Filed 2026-10-20
Marion Wealth Management
NEW
Shares569
Change+569
Value$220.6K
Filed 2026-10-22
Dividend Assets Capital, LLC
NEW
Shares568
Change+568
Value$220.2K
Filed 2026-11-10
Hennessy Advisors Inc
DECREASED
Shares567 from 1,067
Change-500 (-47%)
Value$219.8K (-$58.1K)
Filed 2026-10-28
Allegiance Financial Group Advisory Services LLC
NEW
Shares566
Change+566
Value$219.4K
Filed 2026-11-02
Pines Wealth Management, LLC
NEW
Shares565
Change+565
Value$218.9K
Filed 2026-10-21
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares565 from 518
Change+47 (+9%)
Value$219.0K (+$84.1K)
Filed 2026-10-27
Journey Retirement Planning & Investment Management LLC
NEW
Shares561
Change+561
Value$217.7K
Filed 2026-10-09
ARS Investment Partners, LLC
NEW
Shares560
Change+560
Value$217.1K
Filed 2026-11-05
Verity & Verity, LLC
NEW
Shares560
Change+560
Value$217.1K
Filed 2026-10-23
SWP Financial LLC
NEW
Shares560
Change+560
Value$217.1K
Filed 2026-10-23
Pittenger & Anderson Inc
INCREASED
Shares560 from 200
Change+360 (+180%)
Value$217.1K (+$165.0K)
Filed 2026-11-02
Black Diamond Financial, LLC
NEW
Shares557
Change+557
Value$215.8K
Filed 2026-10-26
Burkett Financial Services, LLC
DECREASED
Shares557 from 624
Change-67 (-11%)
Value$215.9K (+$53.2K)
Filed 2026-10-01
Verus Financial Partners, Inc.
NEW
Shares556
Change+556
Value$215.3K
Filed 2026-10-29
Uniting Wealth Partners, LLC
DECREASED
Shares556 from 814
Change-258 (-32%)
Value$215.5K (+$3.5K)
Filed 2026-11-06
Laurel Wealth Advisors LLC
NEW
Shares555
Change+555
Value$215.1K
Filed 2026-10-27
Family Investment Center, Inc.
DECREASED
Shares552 from 1,384
Change-832 (-60%)
Value$214.1K (-$146.3K)
Filed 2026-10-19
Miller Financial Services LLC
NEW
Shares550
Change+550
Value$213.2K
Filed 2026-10-20
Sky Investment Group LLC
NEW
Shares547
Change+547
Value$212.0K
Filed 2026-10-30
Cornerstone Advisory, LLC
NEW
Shares546
Change+546
Value$211.6K
Filed 2026-11-06
Ballast Rock Private Wealth LLC
NEW
Shares539
Change+539
Value$209.1K
Filed 2026-10-26
Integrity Advisory Solutions, LLC
NEW
Shares536
Change+536
Value$207.9K
Filed 2026-10-29
SeaBridge Investment Advisors LLC
NEW
Shares535
Change+535
Value$207.4K
Filed 2026-11-02
Sage Rhino Capital LLC
NEW
Shares534
Change+534
Value$207.0K
Filed 2026-10-28
Markowski Investments
UNCHANGED
Shares534 from 534
Change0 (0%)
Value$207.0K (+$67.9K)
Filed 2026-10-30
Heritage Investment Group, Inc.
NEW
Shares533
Change+533
Value$206.5K
Filed 2026-11-03
Invenio Wealth Partners LLC
NEW
Shares532
Change+532
Value$206.2K
Filed 2026-10-20
Ullmann Wealth Partners Group, LLC
NEW
Shares530
Change+530
Value$205.4K
Filed 2026-11-02
Southern Michigan Bank & Trust
UNCHANGED
Shares529 from 529
Change0 (0%)
Value$205.0K (+$67.3K)
Filed 2026-10-19
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
DECREASED
Shares526 from 1,026
Change-500 (-49%)
Value$203.9K (-$63.3K)
Filed 2026-11-06
West Paces Advisors Inc.
INCREASED
Shares526 from 369
Change+157 (+43%)
Value$203.9K (+$107.8K)
Filed 2026-10-13
Enterprise Financial Services Corp
NEW
Shares525
Change+525
Value$203.5K
Filed 2026-11-03
Arbor Wealth Advisors LLC
NEW
Shares522
Change+522
Value$202.3K
Filed 2026-10-09
Asset Dedication, LLC
UNCHANGED
Shares522 from 522
Change0 (0%)
Value$202.3K (+$66.4K)
Filed 2026-11-03
TSA Wealth Managment LLC
NEW
Shares521
Change+521
Value$201.9K
Filed 2026-10-22
Lincoln Capital Corp
NEW
Shares520
Change+520
Value$201.6K
Filed 2026-10-13
Compass Financial Group, Inc
NEW
Shares520
Change+520
Value$201.4K
Filed 2026-10-13
Impact Capital Partners LLC
NEW
Shares520
Change+520
Value$201.6K
Filed 2026-10-22
Integrity Wealth Advisors, Inc.
NEW
Shares520
Change+520
Value$201.6K
Filed 2026-10-29
Certified Advisory Corp
NEW
Shares518
Change+518
Value$200.8K
Filed 2026-10-29
Zions Bancorporation, National Association
DECREASED
Shares517 from 544
Change-27 (-5%)
Value$200.4K (+$58.7K)
Filed 2026-11-06
Oarsman Capital, Inc.
NEW
Shares516
Change+516
Value$200.0K
Filed 2026-11-05
AlphaCentric Advisors LLC
NEW
Shares509
Change+509
Value$197.3K
Filed 2026-11-03
Pilgrim Partners Asia Pte Ltd
DECREASED
Shares500 from 550
Change-50 (-9%)
Value$193.8K (+$50.6K)
Filed 2026-10-29
Chilton Capital Management LLC
DECREASED
Shares500 from 504
Change-4 (-1%)
Value$193.8K (+$62.5K)
Filed 2026-10-28
Flagship Wealth Advisors, LLC
UNCHANGED
Shares499 from 499
Change0 (0%)
Value$193.4K (+$63.5K)
Filed 2026-11-03
Greykasell Wealth Strategies, Inc.
INCREASED
Shares490 from 488
Change+2 (+0%)
Value$189.8K (+$62.7K)
Filed 2026-11-09
Richardson Financial Services Inc.
DECREASED
Shares475 from 485
Change-10 (-2%)
Value$184.1K (+$57.8K)
Filed 2026-10-30
Farmers & Merchants Investments Inc
INCREASED
Shares469 from 408
Change+61 (+15%)
Value$181.8K (+$75.5K)
Filed 2026-10-22
Foguth Wealth Management, Llc.
NEW
Shares465
Change+465
Value$206.8K
Filed 2026-10-19
Waterfront Wealth Inc.
NEW
Shares464
Change+464
Value$201.9K
Filed 2026-11-03
North Capital, Inc.
NEW
Shares464
Change+464
Value$211.8K
Filed 2026-10-16
Rossby Financial, LCC
INCREASED
Shares456 from 83
Change+373 (+449%)
Value$176.7K (+$155.1K)
Filed 2026-11-05
Comprehensive Financial Planning, Inc.
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$174.4K (+$57.2K)
Filed 2026-10-27
Compagnie Lombard Odier SCmA
INCREASED
Shares440 from 250
Change+190 (+76%)
Value$170.5K (+$105.4K)
Filed 2026-11-04
Fortitude Family Office, LLC
INCREASED
Shares436 from 183
Change+253 (+138%)
Value$169.0K (+$121.3K)
Filed 2026-10-14
Adkins Seale Capital Management LLC
DECREASED
Shares431 from 516
Change-85 (-16%)
Value$167.1K (+$32.7K)
Filed 2026-10-27
Westside Investment Management, Inc.
UNCHANGED
Shares430 from 430
Change0 (0%)
Value$166.7K (+$54.7K)
Filed 2026-11-02
Manchester Capital Management LLC
DECREASED
Shares429 from 500
Change-71 (-14%)
Value$166.3K (+$36.1K)
Filed 2026-10-22
Wilmington Savings Fund Society, FSB
DECREASED
Shares426 from 826
Change-400 (-48%)
Value$165.1K (-$50.0K)
Filed 2026-10-23
Covestor Ltd
INCREASED
Shares422 from 204
Change+218 (+107%)
Value$164 (-$52.8K)
Filed 2026-10-30
Reyes Financial Architecture, Inc.
UNCHANGED
Shares422 from 422
Change0 (0%)
Value$163.6K (+$53.7K)
Filed 2026-10-22
Quest 10 Wealth Builders, Inc.
INCREASED
Shares408 from 337
Change+71 (+21%)
Value$158.1K (+$70.4K)
Filed 2026-11-02
Board of the Pension Protection Fund
NEW
Shares400
Change+400
Value$155.0K
Filed 2026-11-09
Eastern Bank
DECREASED
Shares400 from 425
Change-25 (-6%)
Value$155.0K (+$44.4K)
Filed 2026-10-05
Quintet Private Bank (Europe) S.A.
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$155.0K (+$50.9K)
Filed 2026-10-08
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$155.0K (+$50.9K)
Filed 2026-10-23
Kennebec Savings Bank
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$155.0K (+$50.9K)
Filed 2026-10-22
Creative Capital Management Investments LLC
INCREASED
Shares398 from 395
Change+3 (+1%)
Value$154.3K (+$51.4K)
Filed 2026-10-28
Bell Investment Advisors, Inc
INCREASED
Shares375 from 129
Change+246 (+191%)
Value$145.4K (+$111.8K)
Filed 2026-10-29
University of Texas S AM Investment Management Co
DECREASED
Shares365 from 578
Change-213 (-37%)
Value$141.5K (-$9.1K)
Filed 2026-11-03
Concord Wealth Partners
UNCHANGED
Shares364 from 364
Change0 (0%)
Value$141.1K (+$46.3K)
Filed 2026-11-02
Owl Creek Wealth Partners LLC
INCREASED
Shares357 from 307
Change+50 (+16%)
Value$138.4K (+$58.4K)
Filed 2026-10-20
Wilkerson Advisory Group LLC
INCREASED
Shares344 from 231
Change+113 (+49%)
Value$133.3K (+$73.2K)
Filed 2026-10-20
DT Investment Partners, LLC
UNCHANGED
Shares343 from 343
Change0 (0%)
Value$133.0K (+$43.6K)
Filed 2026-10-27
Key FInancial Inc
INCREASED
Shares341 from 333
Change+8 (+2%)
Value$132.0K (+$45.4K)
Filed 2026-11-02
GK Wealth Management LLC
NEW
Shares335
Change+335
Value$129.9K
Filed 2026-10-09
Creative Financial Designs Inc
INCREASED
Shares331 from 326
Change+5 (+2%)
Value$128.4K (+$43.4K)
Filed 2026-11-04
American Capital Advisory, LLC
INCREASED
Shares326 from 325
Change+1 (+0%)
Value$126.4K (+$41.7K)
Filed 2026-10-28
Northstar Asset Management Co
UNCHANGED
Shares325 from 325
Change0 (0%)
Value$141.9K (+$43.6K)
Filed 2026-10-22
Salomon & Ludwin, LLC
DECREASED
Shares316 from 364
Change-48 (-13%)
Value$122.5K (+$24.4K)
Filed 2026-10-29
Elevated Capital Advisors, LLC
DECREASED
Shares312 from 2,417
Change-2,105 (-87%)
Value$120.8K (-$508.5K)
Filed 2026-11-04
Indiana Trust & Investment Management Co
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$116.3K (+$38.2K)
Filed 2026-10-22
Guardian Partners Inc.
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$116.3K (+$38.2K)
Filed 2026-10-21
NBT Bank, N.A.
DECREASED
Shares286 from 597
Change-311 (-52%)
Value$110.9K (-$44.6K)
Filed 2026-10-21
Mosley Wealth Management
DECREASED
Shares286 from 300
Change-14 (-5%)
Value$127.0K (+$48.9K)
Filed 2026-10-16
MeadowBrook Investment Advisors LLC
DECREASED
Shares284 from 344
Change-60 (-17%)
Value$121.1K (+$31.5K)
Filed 2026-10-29
Pathway Financial Advisers, LLC
NEW
Shares281
Change+281
Value$108.8K
Filed 2026-10-27
Silver Grove Financial Group, Inc.
INCREASED
Shares277 from 265
Change+12 (+5%)
Value$107.4K (+$38.4K)
Filed 2026-11-05
Meriwether Wealth & Planning, LLC
NEW
Shares273
Change+273
Value$105.8K
Filed 2026-10-13
Triumph Capital Management
INCREASED
Shares272 from 256
Change+16 (+6%)
Value$105.6K (+$38.8K)
Filed 2026-10-14
Valley National Advisers Inc
INCREASED
Shares267 from 209
Change+58 (+28%)
Value$103.5K (+$49.1K)
Filed 2026-10-23
Highline Wealth Partners LLC
INCREASED
Shares265 from 216
Change+49 (+23%)
Value$102.8K (+$46.5K)
Filed 2026-10-19
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED
Shares261 from 261
Change0 (0%)
Value$101.3K (+$33.2K)
Filed 2026-10-28
Duncker Streett & Co Inc
UNCHANGED
Shares249 from 249
Change0 (0%)
Value$96.5K (+$31.7K)
Filed 2026-10-27
Tradewinds Capital Management, LLC
UNCHANGED
Shares234 from 234
Change0 (0%)
Value$90.7K (+$29.8K)
Filed 2026-10-23
True Wealth Design, LLC
INCREASED
Shares220 from 206
Change+14 (+7%)
Value$85.3K (+$31.6K)
Filed 2026-10-13
Accordant Advisory Group Inc
UNCHANGED
Shares212 from 212
Change0 (0%)
Value$82.2K (+$27.0K)
Filed 2026-10-29
SJS Investment Consulting Inc.
INCREASED
Shares206 from 71
Change+135 (+190%)
Value$79.8K (+$61.4K)
Filed 2026-10-26
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares200 from 1,173
Change-973 (-83%)
Value$77.5K (-$228.0K)
Filed 2026-10-07
Cypress Capital Management LLC (WY)
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$77.5K (+$25.4K)
Filed 2026-11-09
Canton Hathaway, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$77.5K (+$25.4K)
Filed 2026-10-23
Avion Wealth
INCREASED
Shares199 from 194
Change+5 (+3%)
Value$77 (+$27)
Filed 2026-11-04
Ares Financial Consulting, LLC
INCREASED
Shares199 from 198
Change+1 (+1%)
Value$77.1K (+$25.6K)
Filed 2026-10-19
Cedar Mountain Advisors, LLC
UNCHANGED
Shares196 from 196
Change0 (0%)
Value$76.0K (+$24.9K)
Filed 2026-10-15
N.E.W. Advisory Services LLC
DECREASED
Shares193 from 379
Change-186 (-49%)
Value$74.8K (-$23.9K)
Filed 2026-11-09
Wolff Wiese Magana LLC
INCREASED
Shares193 from 133
Change+60 (+45%)
Value$74.8K (+$40.2K)
Filed 2026-10-15
Physician Wealth Advisors, Inc.
INCREASED
Shares193 from 143
Change+50 (+35%)
Value$74.8K (+$37.6K)
Filed 2026-10-20
Hoey Investments, Inc
UNCHANGED
Shares191 from 191
Change0 (0%)
Value$74.0K (+$24.3K)
Filed 2026-10-29
Downshift Financial, LLC
UNCHANGED
Shares176 from 176
Change0 (0%)
Value$68.2K (+$22.4K)
Filed 2026-10-13
Pflug Koory, LLC
UNCHANGED
Shares175 from 175
Change0 (0%)
Value$67.7K (+$22.2K)
Filed 2026-10-26
Deane Retirement Strategies, Inc.
DECREASED
Shares167 from 21,657
Change-21,490 (-99%)
Value$64.7K (-$5.6M)
Filed 2026-10-09
Summit Securities Group LLC
INCREASED
Shares164 from 69
Change+95 (+138%)
Value$63.6K (+$45.6K)
Filed 2026-11-05
Clearstead Trust, LLC
UNCHANGED
Shares163 from 163
Change0 (0%)
Value$63.2K (+$20.7K)
Filed 2026-11-06
Harbor Investment Advisory, LLC
DECREASED
Shares162 from 245
Change-83 (-34%)
Value$62.8K (-$1.0K)
Filed 2026-10-13
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares157 from 157
Change0 (0%)
Value$61 (+$19)
Filed 2026-11-04
WPG Advisers, LLC
DECREASED
Shares151 from 157
Change-6 (-4%)
Value$58.5K (+$17.6K)
Filed 2026-10-27
Trust Co
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$58.1K (+$19.1K)
Filed 2026-10-09
Darwin Wealth Management, LLC
NEW
Shares144
Change+144
Value$55.8K
Filed 2026-11-09
Ashurst Perkins Coie Trust Co
INCREASED
Shares143 from 135
Change+8 (+6%)
Value$55.4K (+$20.3K)
Filed 2026-10-15
Align Financial, LLC
INCREASED
Shares139 from 135
Change+4 (+3%)
Value$53.9K (+$18.7K)
Filed 2026-10-16
Buck Wealth Strategies, LLC
UNCHANGED
Shares138 from 138
Change0 (0%)
Value$53.7K (+$17.6K)
Filed 2026-10-28
PVG Asset Management Corp
UNCHANGED
Shares136 from 136
Change0 (0%)
Value$52.7K (+$17.3K)
Filed 2026-10-19
Valued Wealth Advisors LLC
INCREASED
Shares135 from 128
Change+7 (+5%)
Value$52.4K (+$19.0K)
Filed 2026-11-05
Signature Equity Partners, LLC
INCREASED
Shares127 from 56
Change+71 (+127%)
Value$49.3K (+$34.7K)
Filed 2026-10-29
Private Wealth Management Group, LLC
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$48.5K (+$15.9K)
Filed 2026-10-19
Lloyd Advisory Services, Llc.
INCREASED
Shares119 from 98
Change+21 (+21%)
Value$46.2K (+$20.7K)
Filed 2026-11-02
AXS Investments LLC
INCREASED
Shares116 from 115
Change+1 (+1%)
Value$45.0K (+$15.0K)
Filed 2026-11-04
Strive Financial Group,LLC
INCREASED
Shares115 from 6
Change+109 (+1817%)
Value$44.6K (+$43.0K)
Filed 2026-11-09
Barnes Dennig Private Wealth Management LLC
INCREASED
Shares115 from 80
Change+35 (+44%)
Value$44.6K (+$23.7K)
Filed 2026-10-30
Center for Financial Planning, Inc.
UNCHANGED
Shares112 from 112
Change0 (0%)
Value$43.4K (+$14.2K)
Filed 2026-10-26
DecisionPoint Financial, LLC
INCREASED
Shares109 from 106
Change+3 (+3%)
Value$44.5K (+$16.0K)
Filed 2026-10-27
Evolution Wealth Management Inc.
DECREASED
Shares107 from 147
Change-40 (-27%)
Value$41.5K (+$3.2K)
Filed 2026-10-28
James T. Borello RIA
DECREASED
Shares107 from 108
Change-1 (-1%)
Value$41.5K (+$13.3K)
Filed 2026-10-16
Bayban
UNCHANGED
Shares106 from 106
Change0 (0%)
Value$27.6K ($0)
Filed 2026-11-05
Bare Financial Services, Inc
INCREASED
Shares105 from 79
Change+26 (+33%)
Value$40.7K (+$20.1K)
Filed 2026-11-04
Roble, Belko & Company, Inc
INCREASED
Shares105 from 100
Change+5 (+5%)
Value$41 (-$26.0K)
Filed 2026-11-09
Mascoma Wealth Management LLC
INCREASED
Shares104 from 5
Change+99 (+1980%)
Value$40.3K (+$39.0K)
Filed 2026-10-23
Axxion S.A.
UNCHANGED
Shares103 from 103
Change0 (0%)
Value$39.9K (+$13.1K)
Filed 2026-10-22
Kelleher Financial Advisors
DECREASED
Shares102 from 132
Change-30 (-23%)
Value$39.5K (+$5.2K)
Filed 2026-10-30
Birch Financial Group, LLC
NEW
Shares101
Change+101
Value$39.3K
Filed 2026-10-27
Walsh & Associates, LLC
INCREASED
Shares101 from 100
Change+1 (+1%)
Value$39.1K (+$12.9K)
Filed 2026-11-09
Pinnacle Bancorp, Inc.
UNCHANGED
Shares101 from 101
Change0 (0%)
Value$39.1K (+$12.8K)
Filed 2026-10-21
Joseph Group Capital Management
INCREASED
Shares98 from 84
Change+14 (+17%)
Value$38.0K (+$16.1K)
Filed 2026-11-04
High Note Wealth, LLC
INCREASED
Shares97 from 69
Change+28 (+41%)
Value$37.6K (+$19.6K)
Filed 2026-10-27
Global Trust Asset Management, LLC
INCREASED
Shares95 from 20
Change+75 (+375%)
Value$36.8K (+$31.6K)
Filed 2026-10-19
Key Capital Management, Inc
DECREASED
Shares95 from 106
Change-11 (-10%)
Value$36.8K (+$9.2K)
Filed 2026-11-03
Boyd Watterson Asset Management LLC
UNCHANGED
Shares95 from 95
Change0 (0%)
Value$36.8K (+$12.1K)
Filed 2026-11-06
IAG Wealth Partners, LLC
UNCHANGED
Shares93 from 93
Change0 (0%)
Value$36.0K (+$11.8K)
Filed 2026-11-06
Albion Financial Group
INCREASED
Shares92 from 82
Change+10 (+12%)
Value$35.7K (+$14.3K)
Filed 2026-10-21
Elevation Wealth Partners, LLC
UNCHANGED
Shares88 from 88
Change0 (0%)
Value$34.1K (+$11.2K)
Filed 2026-10-07
Latitude Advisors, LLC
NEW
Shares87
Change+87
Value$33.6K
Filed 2026-10-27
Vestor Capital, LLC
DECREASED
Shares86 from 338
Change-252 (-75%)
Value$149 (+$57)
Filed 2026-11-04
Strengthening Families & Communities, LLC
DECREASED
Shares86 from 87
Change-1 (-1%)
Value$33.5K (+$10.8K)
Filed 2026-10-21
Tidemark, LLC
INCREASED
Shares85 from 78
Change+7 (+9%)
Value$32.9K (+$12.6K)
Filed 2026-11-09
West Branch Capital LLC
UNCHANGED
Shares83 from 83
Change0 (0%)
Value$32.2K (+$10.6K)
Filed 2026-10-20
Balance Wealth Partners LLC
NEW
Shares82
Change+82
Value$31.7K
Filed 2026-10-27
Brown, Lisle Ings, Inc.
UNCHANGED
Shares78 from 78
Change0 (0%)
Value$30.2K (+$9.9K)
Filed 2026-10-16
First Premier Bank
UNCHANGED
Shares77 from 77
Change0 (0%)
Value$30 (+$10)
Filed 2026-10-13
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$29.1K (+$9.5K)
Filed 2026-10-16
Meramec Financial Planners, LLC
UNCHANGED
Shares72 from 72
Change0 (0%)
Value$24.9K (+$3.0K)
Filed 2026-11-09
Kentucky Trust Co
UNCHANGED
Shares71 from 71
Change0 (0%)
Value$27.5K (+$9.0K)
Filed 2026-10-15
Addison Advisors LLC
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$27.1K (+$8.9K)
Filed 2026-11-06
Bay Harbor Wealth Management, LLC
DECREASED
Shares68 from 560
Change-492 (-88%)
Value$26.4K (-$119.5K)
Filed 2026-11-03
General Partner, Inc.
UNCHANGED
Shares66 from 66
Change0 (0%)
Value$25.6K (+$8.4K)
Filed 2026-10-05
Toth Financial Advisory Corp
INCREASED
Shares65 from 62
Change+3 (+5%)
Value$25.2K (+$9.0K)
Filed 2026-10-08
Gleason Group, Inc.
UNCHANGED
Shares65 from 65
Change0 (0%)
Value$25.1K (+$8.3K)
Filed 2026-10-15
DeDora Capital, Inc.
NEW
Shares63
Change+63
Value$24.4K
Filed 2026-10-26
Clark Wealth Partners
INCREASED
Shares63 from 47
Change+16 (+34%)
Value$24.4K (+$12.2K)
Filed 2026-10-19
Burk Holdings LLC
INCREASED
Shares61 from 55
Change+6 (+11%)
Value$23.6K (+$9.3K)
Filed 2026-11-05
Cetera Trust Company, N.a
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$23.3K (+$7.6K)
Filed 2026-11-09
Byrne Asset Management LLC
DECREASED
Shares55 from 75
Change-20 (-27%)
Value$22.5K (+$2.9K)
Filed 2026-10-06
IMG Wealth Management, Inc.
INCREASED
Shares54 from 47
Change+7 (+15%)
Value$20.9K (+$8.7K)
Filed 2026-10-27
United Financial Planning Group LLC
UNCHANGED
Shares52 from 52
Change0 (0%)
Value$20.2K (+$6.6K)
Filed 2026-11-04
West Financial Advisors, LLC
UNCHANGED
Shares52 from 52
Change0 (0%)
Value$20.3K (+$6.7K)
Filed 2026-10-22
Nova Financial LLC
NEW
Shares50
Change+50
Value$19.4K
Filed 2026-11-04
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A.
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$19.4K (+$6.4K)
Filed 2026-10-23
North Star Investment Management Corp.
DECREASED
Shares49 from 67
Change-18 (-27%)
Value$19.0K (+$1.5K)
Filed 2026-10-27
Kingdom Financial Group Llc.
INCREASED
Shares49 from 42
Change+7 (+17%)
Value$19.0K (+$8.1K)
Filed 2026-11-04
Aspect Partners, LLC
UNCHANGED
Shares49 from 49
Change0 (0%)
Value$19.0K (+$6.2K)
Filed 2026-10-20
Proathlete Wealth Management LLC
NEW
Shares46
Change+46
Value$17.8K
Filed 2026-10-15
Kimelman & Baird, LLC
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$17.4K (+$5.7K)
Filed 2026-11-03
PlanVest Financial, Inc
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$16.9K (+$5.6K)
Filed 2026-11-09
Affinity Wealth LLC
UNCHANGED
Shares43 from 43
Change0 (0%)
Value$18.0K (+$6.8K)
Filed 2026-11-03
Financial Consulate, Inc
INCREASED
Shares42 from 34
Change+8 (+24%)
Value$16.3K (+$7.4K)
Filed 2026-10-23
Financial Network Wealth Advisors LLC
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$16.3K (+$5.3K)
Filed 2026-10-28
Prudent Man Investment Management, Inc.
NEW
Shares40
Change+40
Value$15.5K
Filed 2026-11-03
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares40 from 1,193
Change-1,153 (-97%)
Value$15.5K (-$295.2K)
Filed 2026-10-14
Hughes Financial Services, LLC
INCREASED
Shares38 from 25
Change+13 (+52%)
Value$14.6K (+$8.1K)
Filed 2026-10-30
Costello Asset Management, Inc
UNCHANGED
Shares38 from 38
Change0 (0%)
Value$14.9K (+$4.9K)
Filed 2026-10-30
Maseco LLP
NEW
Shares37
Change+37
Value$14.4K
Filed 2026-10-27
Dogwood Wealth Management LLC
DECREASED
Shares35 from 36
Change-1 (-3%)
Value$13.6K (+$4.2K)
Filed 2026-11-09
Acumen Wealth Advisors, LLC
UNCHANGED
Shares34 from 34
Change0 (0%)
Value$13.2K (+$4.3K)
Filed 2026-11-05
Capital Advisors, Ltd. LLC
INCREASED
Shares33 from 17
Change+16 (+94%)
Value$13 (+$9)
Filed 2026-10-27
Sunrise Financial Services, LLC
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$12.8K (+$4.2K)
Filed 2026-10-21
Retirement Wealth Solutions LLC
INCREASED
Shares32 from 27
Change+5 (+19%)
Value$12.4K (+$5.4K)
Filed 2026-10-07
Marquette Asset Management, LLC
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$12.4K (+$4.1K)
Filed 2026-10-09
Polaris Financial Partners
NEW
Shares31
Change+31
Value$12
Filed 2026-10-02
Holos Integrated Wealth LLC
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$13.4K (+$5.2K)
Filed 2026-10-23
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$12.0K (+$3.9K)
Filed 2026-10-07
Abound Wealth Management
INCREASED
Shares30 from 15
Change+15 (+100%)
Value$11.8K (+$7.8K)
Filed 2026-10-26
TFC Financial Management, Inc.
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$11.7K (+$3.8K)
Filed 2026-10-26
Caldwell Sutter Capital, Inc.
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$11.2K (+$3.7K)
Filed 2026-11-09
Chapman Financial Group, LLC
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$11.2K (+$3.7K)
Filed 2026-10-26
KFG LLC
NEW
Shares23
Change+23
Value$8.9K
Filed 2026-11-02
Princeton Global Asset Management LLC
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$8.9K (+$2.9K)
Filed 2026-10-21
Planning Strategies Inc.
INCREASED
Shares22 from 19
Change+3 (+16%)
Value$8.5K (+$3.6K)
Filed 2026-10-02
Luminist Capital LLC
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$8.5K (+$2.8K)
Filed 2026-11-10
Gen-Wealth Partners Inc
NEW
Shares21
Change+21
Value$8.3K
Filed 2026-11-04
Davis Capital Management
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$7.8K (+$2.5K)
Filed 2026-10-08
Torren Management, LLC
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$6.9K (+$2.3K)
Filed 2026-10-29
Roxbury Financial LLC
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$7.0K (+$2.3K)
Filed 2026-10-01
Morton Brown Family Wealth, LLC
INCREASED
Shares17 from 2
Change+15 (+750%)
Value$6.6K (+$6.1K)
Filed 2026-10-23
Atwood & Palmer Inc
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$6.6K (+$2.2K)
Filed 2026-10-08
Tounjian Advisory Partners, LLC
INCREASED
Shares16 from 10
Change+6 (+60%)
Value$6.2K (+$3.5K)
Filed 2026-11-04
Activest Wealth Management
INCREASED
Shares16 from 14
Change+2 (+14%)
Value$6.2K (+$2.6K)
Filed 2026-10-15
New England Capital Financial Advisors LLC
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$6.2K (+$2.1K)
Filed 2026-11-03
RMG Wealth Management LLC
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$6.8K (+$1.5K)
Filed 2026-10-26
City Holding Co
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$6.2K (+$2.0K)
Filed 2026-10-19
J.Safra Asset Management Corp
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$5.8K (+$1.9K)
Filed 2026-11-03
Hager Investment Management Services, LLC
DECREASED
Shares14 from 50
Change-36 (-72%)
Value$5.4K (-$7.6K)
Filed 2026-11-04
Three Bridge Wealth Advisors, LLC
NEW
Shares12
Change+12
Value$4.7K
Filed 2026-11-05
Noble Wealth Management PBC
DECREASED
Shares12 from 13
Change-1 (-8%)
Value$4.7K (+$1.3K)
Filed 2026-10-01
Washington Trust Advisors, Inc.
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$4.7K (+$1.5K)
Filed 2026-10-22
Cape Investment Advisory, Inc.
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$3.9K (+$1.3K)
Filed 2026-10-13
Nvwm, LLC
INCREASED
Shares9 from 8
Change+1 (+13%)
Value$3.5K (+$1.4K)
Filed 2026-10-14
Winthrop Capital Management, LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$3.1K (+$3.1K)
Filed 2026-11-05
Jnba Financial Advisors
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$3.1K (+$1.0K)
Filed 2026-11-03
Highland Investment Advisors LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$3.2K (+$1.1K)
Filed 2026-11-09
William Mack & Associates, Inc.
NEW
Shares7
Change+7
Value$2.7K
Filed 2026-10-27
Signature Resources Capital Management, LLC
NEW
Shares6
Change+6
Value$2.3K
Filed 2026-10-16
PayPay Securities Corp
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$2.3K (+$763)
Filed 2026-10-27
Reap Financial Group, LLC
NEW
Shares5
Change+5
Value$1.9K
Filed 2026-11-02
Community Bank, N.A.
NEW
Shares5
Change+5
Value$1.9K
Filed 2026-11-06
Breakwater Investment Management
INCREASED
Shares5 from 3
Change+2 (+67%)
Value$1.9K (+$1.2K)
Filed 2026-10-20
Three Bearings Fiduciary Advisors, Inc.
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$1.9K (+$636)
Filed 2026-11-10
Quaker Wealth Management, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$1.9K (+$636)
Filed 2026-10-22
Phillip James Consulting Co.
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$1.6K (+$508)
Filed 2026-11-03
NorthAvenue LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$776 (+$255)
Filed 2026-10-29
UMB Private Wealth Management, LLC
NEW
Shares1
Change+1
Value$388
Filed 2026-10-19
Fairscale Capital, LLC
NEW
Shares1
Change+1
Value$400
Filed 2026-11-04
Maryland Capital Advisors Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$388 (+$127)
Filed 2026-10-15
Empire Life Investments Inc.
CLOSED
Shares0 from 152,711
Change-152,711 (-100%)
Value$0 (-$39.8M)
Filed 2026-11-06
Mirae Asset Securities (USA) Inc.
CLOSED
Shares0 from 32,574
Change-32,574 (-100%)
Value$0 (-$8.5M)
Filed 2026-10-15
Intact Investment Management Inc.
CLOSED
Shares0 from 31,400
Change-31,400 (-100%)
Value$0 (-$8.2M)
Filed 2026-11-03
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 16,831
Change-16,831 (-100%)
Value$0 (-$4.4M)
Filed 2026-10-16
Laurion Capital Management LP
CLOSED
Shares0 from 15,786
Change-15,786 (-100%)
Value$0 (-$4.1M)
Filed 2026-10-30
Smith Group Asset Management, LLC
CLOSED
Shares0 from 9,230
Change-9,230 (-100%)
Value$0 (-$2.4M)
Filed 2026-10-27
Ballew Advisors, Inc
CLOSED
Shares0 from 7,274
Change-7,274 (-100%)
Value$0 (-$1.9M)
Filed 2026-10-05
Greenup Street Wealth Management LLC
CLOSED
Shares0 from 5,854
Change-5,854 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-28
Natixis
CLOSED
Shares0 from 5,504
Change-5,504 (-100%)
Value$0 (-$1.4M)
Filed 2026-11-06
AlTi Global, Inc.
CLOSED
Shares0 from 5,007
Change-5,007 (-100%)
Value$0 (-$1.3M)
Filed 2026-11-09
Synergy Asset Management, LLC
CLOSED
Shares0 from 4,990
Change-4,990 (-100%)
Value$0 (-$1.3M)
Filed 2026-11-05
J. Safra Sarasin Holding AG
CLOSED
Shares0 from 3,717
Change-3,717 (-100%)
Value$0 (-$968.3K)
Filed 2026-10-26
Wellington Shields & Co., LLC
CLOSED
Shares0 from 2,840
Change-2,840 (-100%)
Value$0 (-$739.7K)
Filed 2026-11-03
R Squared Ltd
CLOSED
Shares0 from 2,334
Change-2,334 (-100%)
Value$0 (-$607.9K)
Filed 2026-11-06
CenterBook Partners LP
CLOSED
Shares0 from 1,651
Change-1,651 (-100%)
Value$0 (-$430.0K)
Filed 2026-11-02
Grant Private Wealth Management Inc
CLOSED
Shares0 from 1,512
Change-1,512 (-100%)
Value$0 (-$393.8K)
Filed 2026-10-19
Guardian Wealth Advisors, LLC
CLOSED
Shares0 from 1,318
Change-1,318 (-100%)
Value$0 (-$343.3K)
Filed 2026-10-30
Skylands Capital, LLC
CLOSED
Shares0 from 1,300
Change-1,300 (-100%)
Value$0 (-$338.6K)
Filed 2026-10-21
Tobam
CLOSED
Shares0 from 1,148
Change-1,148 (-100%)
Value$0 (-$299.0K)
Filed 2026-11-03
Autumn Glory Partners, LLC
CLOSED
Shares0 from 1,063
Change-1,063 (-100%)
Value$0 (-$276.9K)
Filed 2026-10-26
Shufro Rose & Co LLC
CLOSED
Shares0 from 1,050
Change-1,050 (-100%)
Value$0 (-$273.5K)
Filed 2026-11-10
Sigma Investment Counselors Inc
CLOSED
Shares0 from 977
Change-977 (-100%)
Value$0 (-$254.5K)
Filed 2026-10-27
Legacy Capital Wealth Partners, LLC
CLOSED
Shares0 from 965
Change-965 (-100%)
Value$0 (-$251.4K)
Filed 2026-10-21
Cardinal Point Capital Management ULC
CLOSED
Shares0 from 903
Change-903 (-100%)
Value$0 (-$235.3K)
Filed 2026-10-21
Intrua Financial, LLC
CLOSED
Shares0 from 902
Change-902 (-100%)
Value$0 (-$235.0K)
Filed 2026-10-28
Oppenheimer & Close, LLC
CLOSED
Shares0 from 900
Change-900 (-100%)
Value$0 (-$234.4K)
Filed 2026-11-09
TritonPoint Partners, LLC
CLOSED
Shares0 from 897
Change-897 (-100%)
Value$0 (-$233.7K)
Filed 2026-11-05
MRA Advisory Group
CLOSED
Shares0 from 819
Change-819 (-100%)
Value$0 (-$213.4K)
Filed 2026-10-07
Munich Reinsurance Co Stock Corp in Munich
CLOSED
Shares0 from 473
Change-473 (-100%)
Value$0 (-$123.2K)
Filed 2026-10-30
Stone House Investment Management, LLC
CLOSED
Shares0 from 413
Change-413 (-100%)
Value$0 (-$107.6K)
Filed 2026-10-23
Park Place Capital Corp
CLOSED
Shares0 from 412
Change-412 (-100%)
Value$0 (-$107.4K)
Filed 2026-11-09
Solstein Capital, LLC
CLOSED
Shares0 from 369
Change-369 (-100%)
Value$0 (-$96.1K)
Filed 2026-11-02
AdvisorNet Financial, Inc
CLOSED
Shares0 from 173
Change-173 (-100%)
Value$0 (-$45.1K)
Filed 2026-10-15
Gill Capital Partners, LLC
CLOSED
Shares0 from 120
Change-120 (-100%)
Value$0 (-$31.3K)
Filed 2026-10-13
Axiom Investment Management LLC
CLOSED
Shares0 from 116
Change-116 (-100%)
Value$0 (-$30.2K)
Filed 2026-11-03
Cornerstone Planning Group LLC
CLOSED
Shares0 from 91
Change-91 (-100%)
Value$0 (-$28.4K)
Filed 2026-10-16
LifeSteps Financial, Inc.
CLOSED
Shares0 from 57
Change-57 (-100%)
Value$0 (-$14.8K)
Filed 2026-10-15
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 27
Change-27 (-100%)
Value$0 (-$7.1K)
Filed 2026-10-26
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 21
Change-21 (-100%)
Value$0 (-$5.5K)
Filed 2026-10-26
Tompkins Financial Corp
CLOSED
Shares0 from 15
Change-15 (-100%)
Value$0 (-$3.9K)
Filed 2026-10-05
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$1.3K)
Filed 2026-10-29
Trifecta Capital Advisors, LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$261)
Filed 2026-10-21
Evolution Advisers, Inc.
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 ($0)
Filed 2026-11-06
BlackRock, Inc.
N/A
Shares— from 25,143,225
Change-25,143,225 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 19,393,258
Change-19,393,258 (-100%)
Value—
State Street Corp
N/A
Shares— from 18,903,012
Change-18,903,012 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 14,845,028
Change-14,845,028 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 8,039,331
Change-8,039,331 (-100%)
Value—
Norges Bank
N/A
Shares— from 6,402,941
Change-6,402,941 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 6,328,819
Change-6,328,819 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 5,223,386
Change-5,223,386 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 4,592,012
Change-4,592,012 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 3,924,248
Change-3,924,248 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 3,269,044
Change-3,269,044 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 2,845,727
Change-2,845,727 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 2,748,653
Change-2,748,653 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 2,596,635
Change-2,596,635 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,199,990
Change-2,199,990 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 2,192,092
Change-2,192,092 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 2,058,341
Change-2,058,341 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 2,020,410
Change-2,020,410 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 1,908,575
Change-1,908,575 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 1,671,768
Change-1,671,768 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,650,512
Change-1,650,512 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 1,602,197
Change-1,602,197 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,543,461
Change-1,543,461 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 1,475,090
Change-1,475,090 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,352,331
Change-1,352,331 (-100%)
Value—
Life Cycle Investment Partners Ltd
N/A
Shares— from 1,312,007
Change-1,312,007 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 1,283,485
Change-1,283,485 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,070,875
Change-1,070,875 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 1,039,530
Change-1,039,530 (-100%)
Value—
Jacobs Levy Equity Management, Inc
N/A
Shares— from 913,704
Change-913,704 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 843,300
Change-843,300 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 804,483
Change-804,483 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 795,163
Change-795,163 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 743,997
Change-743,997 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 729,167
Change-729,167 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 694,975
Change-694,975 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 652,857
Change-652,857 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 636,810
Change-636,810 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 634,065
Change-634,065 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 610,241
Change-610,241 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 594,472
Change-594,472 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 572,841
Change-572,841 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 552,205
Change-552,205 (-100%)
Value—
National Pension Service
N/A
Shares— from 549,675
Change-549,675 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 548,666
Change-548,666 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 545,288
Change-545,288 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 513,652
Change-513,652 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 500,074
Change-500,074 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 450,601
Change-450,601 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 440,816
Change-440,816 (-100%)
Value—
Jennison Associates LLC
N/A
Shares— from 432,725
Change-432,725 (-100%)
Value—
Holocene Advisors, LP
N/A
Shares— from 430,579
Change-430,579 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 419,149
Change-419,149 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 383,974
Change-383,974 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 355,884
Change-355,884 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 340,955
Change-340,955 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 339,866
Change-339,866 (-100%)
Value—
Aviva PLC
N/A
Shares— from 314,196
Change-314,196 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 312,289
Change-312,289 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 295,300
Change-295,300 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 285,001
Change-285,001 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 274,721
Change-274,721 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 272,263
Change-272,263 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 267,439
Change-267,439 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 264,524
Change-264,524 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 260,471
Change-260,471 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 258,281
Change-258,281 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 249,600
Change-249,600 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 248,480
Change-248,480 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 248,105
Change-248,105 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 247,846
Change-247,846 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 236,409
Change-236,409 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 235,150
Change-235,150 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 232,795
Change-232,795 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 231,804
Change-231,804 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 229,679
Change-229,679 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 226,463
Change-226,463 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 225,277
Change-225,277 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 225,161
Change-225,161 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 218,161
Change-218,161 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 215,079
Change-215,079 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 209,515
Change-209,515 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 204,792
Change-204,792 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 200,440
Change-200,440 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 197,566
Change-197,566 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 195,842
Change-195,842 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 194,227
Change-194,227 (-100%)
Value—
Solus Alternative Asset Management LP
N/A
Shares— from 189,577
Change-189,577 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 187,185
Change-187,185 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 185,983
Change-185,983 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 185,739
Change-185,739 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 183,928
Change-183,928 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 183,206
Change-183,206 (-100%)
Value—
Freestone Grove Partners LP
N/A
Shares— from 171,632
Change-171,632 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 171,506
Change-171,506 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 161,201
Change-161,201 (-100%)
Value—
Groupama Asset Managment
N/A
Shares— from 161,059
Change-161,059 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 160,800
Change-160,800 (-100%)
Value—
Tortoise Capital Advisors, L.L.C.
N/A
Shares— from 158,847
Change-158,847 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 153,564
Change-153,564 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 151,510
Change-151,510 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 149,897
Change-149,897 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 143,855
Change-143,855 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 143,312
Change-143,312 (-100%)
Value—
Tremblant Capital Group
N/A
Shares— from 139,187
Change-139,187 (-100%)
Value—
Sagefield Capital LP
N/A
Shares— from 138,920
Change-138,920 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 137,126
Change-137,126 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 136,939
Change-136,939 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 135,127
Change-135,127 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 134,960
Change-134,960 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 134,168
Change-134,168 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 132,521
Change-132,521 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 130,988
Change-130,988 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 130,387
Change-130,387 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 128,064
Change-128,064 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 127,156
Change-127,156 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 126,348
Change-126,348 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 126,018
Change-126,018 (-100%)
Value—
Rokos Capital Management LLP
N/A
Shares— from 124,563
Change-124,563 (-100%)
Value—
SIR Capital Management, L.P.
N/A
Shares— from 124,319
Change-124,319 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 122,655
Change-122,655 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 119,405
Change-119,405 (-100%)
Value—
Discovery Capital Management, LLC / CT
N/A
Shares— from 119,400
Change-119,400 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 115,597
Change-115,597 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 113,973
Change-113,973 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 113,303
Change-113,303 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 111,210
Change-111,210 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 107,855
Change-107,855 (-100%)
Value—
Vinva Investment Management Ltd
N/A
Shares— from 101,485
Change-101,485 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 101,329
Change-101,329 (-100%)
Value—
Yaupon Capital Management LP
N/A
Shares— from 101,156
Change-101,156 (-100%)
Value—
Summit Street Capital Management, LLC
N/A
Shares— from 100,073
Change-100,073 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 99,766
Change-99,766 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 97,901
Change-97,901 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 97,713
Change-97,713 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 94,430
Change-94,430 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 92,750
Change-92,750 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 92,736
Change-92,736 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 91,607
Change-91,607 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 89,842
Change-89,842 (-100%)
Value—
Man Group plc
N/A
Shares— from 88,844
Change-88,844 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 87,660
Change-87,660 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 85,581
Change-85,581 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 84,827
Change-84,827 (-100%)
Value—
Paradiem, LLC
N/A
Shares— from 80,466
Change-80,466 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 79,184
Change-79,184 (-100%)
Value—
Hamilton Capital Partners Inc.
N/A
Shares— from 77,705
Change-77,705 (-100%)
Value—
Readystate Asset Management LP
N/A
Shares— from 77,289
Change-77,289 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 76,815
Change-76,815 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 76,683
Change-76,683 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 76,266
Change-76,266 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 75,128
Change-75,128 (-100%)
Value—
Praetorian PR LLC
N/A
Shares— from 75,000
Change-75,000 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 74,928
Change-74,928 (-100%)
Value—
Alyeska Investment Group, L.P.
N/A
Shares— from 74,429
Change-74,429 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 73,567
Change-73,567 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 71,691
Change-71,691 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 71,012
Change-71,012 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 69,422
Change-69,422 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 69,308
Change-69,308 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 67,740
Change-67,740 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 67,092
Change-67,092 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 64,925
Change-64,925 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 63,695
Change-63,695 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 60,240
Change-60,240 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 58,558
Change-58,558 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 58,515
Change-58,515 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 55,303
Change-55,303 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 53,865
Change-53,865 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 53,664
Change-53,664 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 52,218
Change-52,218 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 51,652
Change-51,652 (-100%)
Value—
Auxier Asset Management LLC
N/A
Shares— from 51,483
Change-51,483 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 50,851
Change-50,851 (-100%)
Value—
Moore Capital Management, LP
N/A
Shares— from 50,657
Change-50,657 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 49,353
Change-49,353 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 48,295
Change-48,295 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 47,458
Change-47,458 (-100%)
Value—
Sienna Gestion
N/A
Shares— from 46,818
Change-46,818 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 46,309
Change-46,309 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 46,117
Change-46,117 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 46,047
Change-46,047 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 45,441
Change-45,441 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 45,286
Change-45,286 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 45,248
Change-45,248 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 44,920
Change-44,920 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 44,918
Change-44,918 (-100%)
Value—
Commerce Bank
N/A
Shares— from 41,942
Change-41,942 (-100%)
Value—
Ilmarinen Mutual Pension Insurance Co
N/A
Shares— from 40,500
Change-40,500 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 40,027
Change-40,027 (-100%)
Value—
Catalyst Funds Management Pty Ltd
N/A
Shares— from 39,908
Change-39,908 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 39,690
Change-39,690 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 38,728
Change-38,728 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 38,395
Change-38,395 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 38,277
Change-38,277 (-100%)
Value—
Mediolanum International Funds Ltd
N/A
Shares— from 38,242
Change-38,242 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 38,101
Change-38,101 (-100%)
Value—
Semper Augustus Investments Group LLC
N/A
Shares— from 37,893
Change-37,893 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 37,707
Change-37,707 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 36,896
Change-36,896 (-100%)
Value—
Zurich Insurance Group Ltd
N/A
Shares— from 36,175
Change-36,175 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 35,625
Change-35,625 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 34,986
Change-34,986 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 34,718
Change-34,718 (-100%)
Value—
Cambridge Financial Group, Inc.
N/A
Shares— from 34,484
Change-34,484 (-100%)
Value—
Stephens Inc
N/A
Shares— from 34,482
Change-34,482 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 34,179
Change-34,179 (-100%)
Value—
Allstate Corp
N/A
Shares— from 33,915
Change-33,915 (-100%)
Value—
Elo Mutual Pension Insurance Co
N/A
Shares— from 33,901
Change-33,901 (-100%)
Value—
&partners
N/A
Shares— from 32,750
Change-32,750 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 31,866
Change-31,866 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 30,880
Change-30,880 (-100%)
Value—
Longbow Finance SA
N/A
Shares— from 30,796
Change-30,796 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 28,551
Change-28,551 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 28,368
Change-28,368 (-100%)
Value—
Longaeva Partners L.P.
N/A
Shares— from 27,631
Change-27,631 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 27,597
Change-27,597 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 27,435
Change-27,435 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 27,392
Change-27,392 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 27,186
Change-27,186 (-100%)
Value—
Pinnbrook Capital Management LP
N/A
Shares— from 26,636
Change-26,636 (-100%)
Value—
GQG Partners LLC
N/A
Shares— from 26,587
Change-26,587 (-100%)
Value—
Hite Hedge Asset Management LLC
N/A
Shares— from 26,297
Change-26,297 (-100%)
Value—
Entropy Technologies, LP
N/A
Shares— from 26,288
Change-26,288 (-100%)
Value—
Primecap Management Co
N/A
Shares— from 26,000
Change-26,000 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 25,965
Change-25,965 (-100%)
Value—
Empirical Finance, LLC
N/A
Shares— from 25,476
Change-25,476 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 25,469
Change-25,469 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 25,427
Change-25,427 (-100%)
Value—
Resources Management Corp
N/A
Shares— from 24,360
Change-24,360 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 24,139
Change-24,139 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 23,551
Change-23,551 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 23,524
Change-23,524 (-100%)
Value—
Atalanta Sosnoff Capital, LLC
N/A
Shares— from 23,243
Change-23,243 (-100%)
Value—
Oddo BHF Asset Management SAS
N/A
Shares— from 23,211
Change-23,211 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 23,084
Change-23,084 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 22,262
Change-22,262 (-100%)
Value—
Dockside LLC
N/A
Shares— from 21,726
Change-21,726 (-100%)
Value—
Cinctive Capital Management LP
N/A
Shares— from 21,504
Change-21,504 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 21,211
Change-21,211 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 20,948
Change-20,948 (-100%)
Value—
Saudi Central Bank
N/A
Shares— from 20,927
Change-20,927 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 20,923
Change-20,923 (-100%)
Value—
Dark Forest Capital Management LP
N/A
Shares— from 20,142
Change-20,142 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 19,759
Change-19,759 (-100%)
Value—
Trinity Legacy Partners, LLC
N/A
Shares— from 19,676
Change-19,676 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 19,652
Change-19,652 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 19,650
Change-19,650 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 19,635
Change-19,635 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 19,342
Change-19,342 (-100%)
Value—
Kentucky Retirement Systems
N/A
Shares— from 19,190
Change-19,190 (-100%)
Value—
Energy Income Partners, LLC
N/A
Shares— from 18,888
Change-18,888 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 18,774
Change-18,774 (-100%)
Value—
Uniplan Investment Counsel, Inc.
N/A
Shares— from 18,709
Change-18,709 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 18,665
Change-18,665 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 18,643
Change-18,643 (-100%)
Value—
Mathes Company, Inc.
N/A
Shares— from 18,085
Change-18,085 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 18,023
Change-18,023 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 17,919
Change-17,919 (-100%)
Value—
Groupe la Francaise
N/A
Shares— from 17,238
Change-17,238 (-100%)
Value—
Beacon Investment Advisors LLC
N/A
Shares— from 17,061
Change-17,061 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 16,899
Change-16,899 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 16,744
Change-16,744 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 16,497
Change-16,497 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 16,468
Change-16,468 (-100%)
Value—
Sciencast Management LP
N/A
Shares— from 16,286
Change-16,286 (-100%)
Value—
Navellier & Associates Inc
N/A
Shares— from 16,122
Change-16,122 (-100%)
Value—
GeoSphere Capital Management, LLC
N/A
Shares— from 16,000
Change-16,000 (-100%)
Value—
Prudential PLC
N/A
Shares— from 15,964
Change-15,964 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 15,868
Change-15,868 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 15,734
Change-15,734 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 15,545
Change-15,545 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 15,488
Change-15,488 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 15,338
Change-15,338 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 15,240
Change-15,240 (-100%)
Value—
Siemens Fonds Invest GmbH
N/A
Shares— from 15,162
Change-15,162 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 14,780
Change-14,780 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 14,586
Change-14,586 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 14,365
Change-14,365 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 14,306
Change-14,306 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 14,232
Change-14,232 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 14,178
Change-14,178 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 14,121
Change-14,121 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 14,009
Change-14,009 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 13,963
Change-13,963 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 13,911
Change-13,911 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 13,768
Change-13,768 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 13,670
Change-13,670 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 13,626
Change-13,626 (-100%)
Value—
Banco de Sabadell, S.a
N/A
Shares— from 13,482
Change-13,482 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 13,389
Change-13,389 (-100%)
Value—
Orleans Capital Management Corp
N/A
Shares— from 13,311
Change-13,311 (-100%)
Value—
Cornerstone Select Advisors, LLC
N/A
Shares— from 13,285
Change-13,285 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 13,131
Change-13,131 (-100%)
Value—
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
N/A
Shares— from 12,800
Change-12,800 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 12,702
Change-12,702 (-100%)
Value—
Affinity Investment Advisors, LLC
N/A
Shares— from 12,656
Change-12,656 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 12,627
Change-12,627 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 12,440
Change-12,440 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 12,419
Change-12,419 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 12,089
Change-12,089 (-100%)
Value—
Alphadyne Asset Management LP
N/A
Shares— from 12,064
Change-12,064 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 11,622
Change-11,622 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 11,508
Change-11,508 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 11,441
Change-11,441 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 11,406
Change-11,406 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 10,923
Change-10,923 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 10,825
Change-10,825 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 10,780
Change-10,780 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 10,735
Change-10,735 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 10,731
Change-10,731 (-100%)
Value—
Threadgill Financial, LLC
N/A
Shares— from 10,685
Change-10,685 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 10,674
Change-10,674 (-100%)
Value—
Dauntless Investment Group, LLC
N/A
Shares— from 10,620
Change-10,620 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 10,475
Change-10,475 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 10,457
Change-10,457 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 10,265
Change-10,265 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 10,223
Change-10,223 (-100%)
Value—
Harvest Portfolios Group Inc.
N/A
Shares— from 10,004
Change-10,004 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 9,760
Change-9,760 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 9,541
Change-9,541 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 9,520
Change-9,520 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 9,414
Change-9,414 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 8,969
Change-8,969 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 8,947
Change-8,947 (-100%)
Value—
Mufg Securities Americas Inc.
N/A
Shares— from 8,944
Change-8,944 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 8,830
Change-8,830 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 8,744
Change-8,744 (-100%)
Value—
Ark Wealth Advisors LLC
N/A
Shares— from 8,714
Change-8,714 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 8,673
Change-8,673 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 8,609
Change-8,609 (-100%)
Value—
Stevens Capital Management LP
N/A
Shares— from 8,547
Change-8,547 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 8,521
Change-8,521 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 8,497
Change-8,497 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 8,387
Change-8,387 (-100%)
Value—
BNP Paribas
N/A
Shares— from 8,385
Change-8,385 (-100%)
Value—
SummitTX Capital, L.P.
N/A
Shares— from 8,235
Change-8,235 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 8,214
Change-8,214 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 8,132
Change-8,132 (-100%)
Value—
Osmosis Investment Management UK Ltd
N/A
Shares— from 8,129
Change-8,129 (-100%)
Value—
Kentucky Retirement Systems Insurance Trust Fund
N/A
Shares— from 7,963
Change-7,963 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 7,905
Change-7,905 (-100%)
Value—
SIG Brokerage, LP
N/A
Shares— from 7,889
Change-7,889 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 7,822
Change-7,822 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 7,773
Change-7,773 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 7,744
Change-7,744 (-100%)
Value—
Aigen Investment Management, LP
N/A
Shares— from 7,638
Change-7,638 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 7,538
Change-7,538 (-100%)
Value—
Oceanic Investment Management LTD
N/A
Shares— from 7,417
Change-7,417 (-100%)
Value—
Algert Global LLC
N/A
Shares— from 7,341
Change-7,341 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 7,284
Change-7,284 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 7,268
Change-7,268 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 7,244
Change-7,244 (-100%)
Value—
Godshalk Welsh Capital Management, Inc.
N/A
Shares— from 7,200
Change-7,200 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 7,106
Change-7,106 (-100%)
Value—
Alaethes Wealth, LLC
N/A
Shares— from 7,064
Change-7,064 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 7,057
Change-7,057 (-100%)
Value—
Wahed Invest LLC
N/A
Shares— from 7,040
Change-7,040 (-100%)
Value—
RBF Capital, LLC
N/A
Shares— from 7,000
Change-7,000 (-100%)
Value—
Twin Capital Management Inc
N/A
Shares— from 6,998
Change-6,998 (-100%)
Value—
Rodgers Brothers Inc.
N/A
Shares— from 6,943
Change-6,943 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 6,843
Change-6,843 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 6,842
Change-6,842 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 6,749
Change-6,749 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 6,716
Change-6,716 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 6,691
Change-6,691 (-100%)
Value—
X-Square Capital, LLC
N/A
Shares— from 6,668
Change-6,668 (-100%)
Value—
Castleark Management LLC
N/A
Shares— from 6,600
Change-6,600 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 6,454
Change-6,454 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 6,383
Change-6,383 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 6,315
Change-6,315 (-100%)
Value—
Caxton Associates LLP
N/A
Shares— from 6,312
Change-6,312 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 6,294
Change-6,294 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 6,149
Change-6,149 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 6,086
Change-6,086 (-100%)
Value—
Infrastructure Capital Advisors, LLC
N/A
Shares— from 6,074
Change-6,074 (-100%)
Value—
Buckley Wealth Management, LLC
N/A
Shares— from 6,024
Change-6,024 (-100%)
Value—
Baader Bank Aktiengesellschaft
N/A
Shares— from 5,988
Change-5,988 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 5,985
Change-5,985 (-100%)
Value—
Simmons Bank
N/A
Shares— from 5,968
Change-5,968 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 5,878
Change-5,878 (-100%)
Value—
Quantitative Investment Management, LLC
N/A
Shares— from 5,859
Change-5,859 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 5,456
Change-5,456 (-100%)
Value—
Hillsdale Investment Management Inc.
N/A
Shares— from 5,340
Change-5,340 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 5,300
Change-5,300 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 5,289
Change-5,289 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 5,288
Change-5,288 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 5,164
Change-5,164 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 5,101
Change-5,101 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 4,984
Change-4,984 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 4,982
Change-4,982 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 4,895
Change-4,895 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 4,865
Change-4,865 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 4,841
Change-4,841 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 4,818
Change-4,818 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 4,786
Change-4,786 (-100%)
Value—
Integrated Quantitative Investments LLC
N/A
Shares— from 4,778
Change-4,778 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 4,778
Change-4,778 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 4,665
Change-4,665 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 4,658
Change-4,658 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 4,554
Change-4,554 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 4,489
Change-4,489 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 4,459
Change-4,459 (-100%)
Value—
Silver Coast Investments LLC
N/A
Shares— from 4,363
Change-4,363 (-100%)
Value—
Employees Retirement System of Texas
N/A
Shares— from 4,359
Change-4,359 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 4,346
Change-4,346 (-100%)
Value—
Harvest Fund Management Co., Ltd
N/A
Shares— from 4,342
Change-4,342 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 4,340
Change-4,340 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 4,294
Change-4,294 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 4,291
Change-4,291 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 4,180
Change-4,180 (-100%)
Value—
Fi3 Financial Advisors, LLC
N/A
Shares— from 4,174
Change-4,174 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 4,163
Change-4,163 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 4,036
Change-4,036 (-100%)
Value—
Driehaus Capital Management LLC
N/A
Shares— from 4,008
Change-4,008 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 4,007
Change-4,007 (-100%)
Value—
Bridgefront Capital, LLC
N/A
Shares— from 3,997
Change-3,997 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 3,956
Change-3,956 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 3,893
Change-3,893 (-100%)
Value—
MorganRosel Wealth Management, LLC
N/A
Shares— from 3,873
Change-3,873 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 3,864
Change-3,864 (-100%)
Value—
Ostrum Asset Management
N/A
Shares— from 3,784
Change-3,784 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 3,775
Change-3,775 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 3,768
Change-3,768 (-100%)
Value—
Ruggaard & Associates LLC
N/A
Shares— from 3,703
Change-3,703 (-100%)
Value—
Lombard Odier Asset Management (Switzerland) SA
N/A
Shares— from 3,685
Change-3,685 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 3,616
Change-3,616 (-100%)
Value—
SCP Investment, LP
N/A
Shares— from 3,608
Change-3,608 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 3,584
Change-3,584 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 3,572
Change-3,572 (-100%)
Value—
Brave Asset Management Inc
N/A
Shares— from 3,555
Change-3,555 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 3,531
Change-3,531 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 3,522
Change-3,522 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 3,509
Change-3,509 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 3,504
Change-3,504 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 3,478
Change-3,478 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 3,462
Change-3,462 (-100%)
Value—
Northstar Advisory Group, LLC
N/A
Shares— from 3,446
Change-3,446 (-100%)
Value—
Amova Asset Management Americas, Inc.
N/A
Shares— from 3,440
Change-3,440 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 3,429
Change-3,429 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 3,417
Change-3,417 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 3,363
Change-3,363 (-100%)
Value—
Cladis Investment Advisory, LLC
N/A
Shares— from 3,334
Change-3,334 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 3,289
Change-3,289 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 3,287
Change-3,287 (-100%)
Value—
Beck Mack & Oliver LLC
N/A
Shares— from 3,242
Change-3,242 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 3,228
Change-3,228 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 3,221
Change-3,221 (-100%)
Value—
Chico Wealth RIA
N/A
Shares— from 3,200
Change-3,200 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 3,166
Change-3,166 (-100%)
Value—
Opal Capital LLC
N/A
Shares— from 3,155
Change-3,155 (-100%)
Value—
Daner Wealth Management, LLC
N/A
Shares— from 3,148
Change-3,148 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 3,136
Change-3,136 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 3,129
Change-3,129 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 3,128
Change-3,128 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 3,104
Change-3,104 (-100%)
Value—
CastleKnight Management LP
N/A
Shares— from 3,100
Change-3,100 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 3,067
Change-3,067 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 3,042
Change-3,042 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 3,036
Change-3,036 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 3,032
Change-3,032 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 2,972
Change-2,972 (-100%)
Value—
Bannerstone Capital Management, LLC
N/A
Shares— from 2,958
Change-2,958 (-100%)
Value—
Crestmont Private Wealth LLC
N/A
Shares— from 2,936
Change-2,936 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 2,910
Change-2,910 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 2,887
Change-2,887 (-100%)
Value—
Intrepid Financial Planning Group LLC
N/A
Shares— from 2,874
Change-2,874 (-100%)
Value—
LGT Group Foundation
N/A
Shares— from 2,850
Change-2,850 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 2,815
Change-2,815 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 2,810
Change-2,810 (-100%)
Value—
Denali Advisors LLC
N/A
Shares— from 2,800
Change-2,800 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 2,716
Change-2,716 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 2,708
Change-2,708 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 2,708
Change-2,708 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 2,690
Change-2,690 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 2,683
Change-2,683 (-100%)
Value—
RD Lewis Holdings, Inc.
N/A
Shares— from 2,673
Change-2,673 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 2,655
Change-2,655 (-100%)
Value—
WCM Investment Management, LLC
N/A
Shares— from 2,634
Change-2,634 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 2,633
Change-2,633 (-100%)
Value—
EFG International AG
N/A
Shares— from 2,618
Change-2,618 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 2,618
Change-2,618 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 2,618
Change-2,618 (-100%)
Value—
iSAM Funds (UK) Ltd
N/A
Shares— from 2,600
Change-2,600 (-100%)
Value—
Owlhouse Capital LP
N/A
Shares— from 2,600
Change-2,600 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 2,547
Change-2,547 (-100%)
Value—
Storgate, LLC
N/A
Shares— from 2,517
Change-2,517 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 2,484
Change-2,484 (-100%)
Value—
S Harris Financial Group, LLC
N/A
Shares— from 2,484
Change-2,484 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 2,459
Change-2,459 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 2,456
Change-2,456 (-100%)
Value—
Westpac Banking Corp
N/A
Shares— from 2,456
Change-2,456 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 2,449
Change-2,449 (-100%)
Value—
Old North State Trust, LLC
N/A
Shares— from 2,425
Change-2,425 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 2,409
Change-2,409 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 2,309
Change-2,309 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 2,307
Change-2,307 (-100%)
Value—
Allianz SE
N/A
Shares— from 2,268
Change-2,268 (-100%)
Value—
Recurrent Investment Advisors LLC
N/A
Shares— from 2,251
Change-2,251 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 2,248
Change-2,248 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 2,241
Change-2,241 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 2,197
Change-2,197 (-100%)
Value—
Eventide Asset Management, LLC
N/A
Shares— from 2,188
Change-2,188 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 2,183
Change-2,183 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 2,182
Change-2,182 (-100%)
Value—
CSS LLC
N/A
Shares— from 2,180
Change-2,180 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 2,165
Change-2,165 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 2,147
Change-2,147 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 2,115
Change-2,115 (-100%)
Value—
Weiss Asset Management LP
N/A
Shares— from 2,067
Change-2,067 (-100%)
Value—
Intesa Sanpaolo S.p.A.
N/A
Shares— from 2,061
Change-2,061 (-100%)
Value—
Steadtrust LLC
N/A
Shares— from 2,040
Change-2,040 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 2,014
Change-2,014 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 2,011
Change-2,011 (-100%)
Value—
Financial Sense Advisors, Inc.
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Pinpoint Asset Management (Singapore) Pte. Ltd.
N/A
Shares— from 1,948
Change-1,948 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 1,934
Change-1,934 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 1,898
Change-1,898 (-100%)
Value—
McGowan Group Asset Management, Inc.
N/A
Shares— from 1,838
Change-1,838 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 1,833
Change-1,833 (-100%)
Value—
Gentry Private Wealth, LLC
N/A
Shares— from 1,833
Change-1,833 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 1,824
Change-1,824 (-100%)
Value—
Claret Asset Management Corp
N/A
Shares— from 1,821
Change-1,821 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 1,820
Change-1,820 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 1,816
Change-1,816 (-100%)
Value—
Ducere Wealth Management LLC
N/A
Shares— from 1,796
Change-1,796 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 1,796
Change-1,796 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 1,791
Change-1,791 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 1,783
Change-1,783 (-100%)
Value—
Alvarez & Marsal Private Wealth Partners, LLC
N/A
Shares— from 1,782
Change-1,782 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 1,778
Change-1,778 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 1,768
Change-1,768 (-100%)
Value—
Hurricane Capital Advisors LLC
N/A
Shares— from 1,766
Change-1,766 (-100%)
Value—
Polymer Capital Management (US) LLC
N/A
Shares— from 1,757
Change-1,757 (-100%)
Value—
Fieldview Capital Management, LLC
N/A
Shares— from 1,750
Change-1,750 (-100%)
Value—
Balanced Wealth Group LLC
N/A
Shares— from 1,742
Change-1,742 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 1,741
Change-1,741 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 1,732
Change-1,732 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 1,724
Change-1,724 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 1,715
Change-1,715 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 1,709
Change-1,709 (-100%)
Value—
Bayesian Capital Management, LP
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
CTC Alternative Strategies, Ltd.
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 1,699
Change-1,699 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 1,687
Change-1,687 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 1,685
Change-1,685 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 1,683
Change-1,683 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 1,677
Change-1,677 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 1,664
Change-1,664 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 1,653
Change-1,653 (-100%)
Value—
Goepper Burkhardt LLC
N/A
Shares— from 1,640
Change-1,640 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 1,637
Change-1,637 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 1,634
Change-1,634 (-100%)
Value—
Inceptionr LLC
N/A
Shares— from 1,625
Change-1,625 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 1,585
Change-1,585 (-100%)
Value—
FOX RUN Management, L.L.C.
N/A
Shares— from 1,572
Change-1,572 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 1,550
Change-1,550 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 1,544
Change-1,544 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 1,544
Change-1,544 (-100%)
Value—
Greenland Capital Management LP
N/A
Shares— from 1,530
Change-1,530 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 1,526
Change-1,526 (-100%)
Value—
Beta Wealth Group, Inc.
N/A
Shares— from 1,510
Change-1,510 (-100%)
Value—
EWA, LLC
N/A
Shares— from 1,505
Change-1,505 (-100%)
Value—
Concorde Asset Management, LLC
N/A
Shares— from 1,502
Change-1,502 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 1,502
Change-1,502 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 1,496
Change-1,496 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 1,493
Change-1,493 (-100%)
Value—
Meiji Yasuda Life Insurance Co
N/A
Shares— from 1,490
Change-1,490 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 1,451
Change-1,451 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 1,444
Change-1,444 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 1,442
Change-1,442 (-100%)
Value—
KDT Advisors, LLC
N/A
Shares— from 1,442
Change-1,442 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 1,432
Change-1,432 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 1,430
Change-1,430 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 1,429
Change-1,429 (-100%)
Value—
Pine Harbor Wealth Management, LLC
N/A
Shares— from 1,425
Change-1,425 (-100%)
Value—
Kennedy Capital Management LLC
N/A
Shares— from 1,399
Change-1,399 (-100%)
Value—
Mirabella Financial Services LLP
N/A
Shares— from 1,396
Change-1,396 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 1,350
Change-1,350 (-100%)
Value—
Beck Bode, LLC
N/A
Shares— from 1,337
Change-1,337 (-100%)
Value—
Khazanah Nasional Berhad
N/A
Shares— from 1,317
Change-1,317 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 1,305
Change-1,305 (-100%)
Value—
Crawford Investment Counsel Inc
N/A
Shares— from 1,301
Change-1,301 (-100%)
Value—
City National Bank of Florida
N/A
Shares— from 1,271
Change-1,271 (-100%)
Value—
Commerzbank Aktiengesellschaft
N/A
Shares— from 1,259
Change-1,259 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 1,234
Change-1,234 (-100%)
Value—
Defiance ETFs, LLC
N/A
Shares— from 1,203
Change-1,203 (-100%)
Value—
Wimmer Associates 1, LLC
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
Henrickson Nauta Wealth Advisors, Inc.
N/A
Shares— from 1,167
Change-1,167 (-100%)
Value—
Alexander Labrunerie & Co., Inc.
N/A
Shares— from 1,167
Change-1,167 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 1,133
Change-1,133 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 1,132
Change-1,132 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 1,130
Change-1,130 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 1,130
Change-1,130 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 1,127
Change-1,127 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 1,126
Change-1,126 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 1,125
Change-1,125 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 1,122
Change-1,122 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 1,116
Change-1,116 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 1,107
Change-1,107 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 1,098
Change-1,098 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 1,097
Change-1,097 (-100%)
Value—
OneAscent Investment Solutions LLC
N/A
Shares— from 1,082
Change-1,082 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 1,069
Change-1,069 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 1,057
Change-1,057 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 1,055
Change-1,055 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 1,047
Change-1,047 (-100%)
Value—
Boston Partners
N/A
Shares— from 1,047
Change-1,047 (-100%)
Value—
Sagewood Asset Management LP
N/A
Shares— from 1,041
Change-1,041 (-100%)
Value—
Pursuit Wealth Strategies, LLC
N/A
Shares— from 1,038
Change-1,038 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 1,037
Change-1,037 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 1,031
Change-1,031 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 1,031
Change-1,031 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 1,028
Change-1,028 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 1,027
Change-1,027 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 1,016
Change-1,016 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 1,011
Change-1,011 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 998
Change-998 (-100%)
Value—
New World Advisors LLC
N/A
Shares— from 983
Change-983 (-100%)
Value—
Corus Family Wealth Advisors
N/A
Shares— from 977
Change-977 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 971
Change-971 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 970
Change-970 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 968
Change-968 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 960
Change-960 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 959
Change-959 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 954
Change-954 (-100%)
Value—
Fullerton Fund Management Co Ltd.
N/A
Shares— from 953
Change-953 (-100%)
Value—
Quarry LP
N/A
Shares— from 952
Change-952 (-100%)
Value—
Williamson Legacy Group, LLC
N/A
Shares— from 940
Change-940 (-100%)
Value—
Up Capital Management, Inc.
N/A
Shares— from 938
Change-938 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 935
Change-935 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 924
Change-924 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 895
Change-895 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 876
Change-876 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 874
Change-874 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 873
Change-873 (-100%)
Value—
Northwest & Ethical Investments L.P.
N/A
Shares— from 861
Change-861 (-100%)
Value—
Cannon Wealth Management Services, LLC
N/A
Shares— from 859
Change-859 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 855
Change-855 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 854
Change-854 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 854
Change-854 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 851
Change-851 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 850
Change-850 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 848
Change-848 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 847
Change-847 (-100%)
Value—
SSI Investment Management LLC
N/A
Shares— from 844
Change-844 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 839
Change-839 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 838
Change-838 (-100%)
Value—
Avos Capital Management, LLC
N/A
Shares— from 815
Change-815 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 813
Change-813 (-100%)
Value—
Cyber Hornet ETFs LLC
N/A
Shares— from 811
Change-811 (-100%)
Value—
Sound Capital Solutions LLC
N/A
Shares— from 804
Change-804 (-100%)
Value—
Optimize Financial Inc.
N/A
Shares— from 804
Change-804 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 803
Change-803 (-100%)
Value—
Quantessence Capital LLC
N/A
Shares— from 797
Change-797 (-100%)
Value—
WPWealth LLP
N/A
Shares— from 791
Change-791 (-100%)
Value—
Stembrook Asset Management, LLC
N/A
Shares— from 790
Change-790 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 789
Change-789 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 787
Change-787 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 786
Change-786 (-100%)
Value—
Diametric Capital, LP
N/A
Shares— from 783
Change-783 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 782
Change-782 (-100%)
Value—
Front Street Capital Management, Inc.
N/A
Shares— from 781
Change-781 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 753
Change-753 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 749
Change-749 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 735
Change-735 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 732
Change-732 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 721
Change-721 (-100%)
Value—
Core Alternative Capital
N/A
Shares— from 700
Change-700 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 661
Change-661 (-100%)
Value—
NI Acquisitions Company, LLC
N/A
Shares— from 635
Change-635 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 563
Change-563 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 552
Change-552 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 511
Change-511 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 510
Change-510 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 494
Change-494 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 489
Change-489 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 475
Change-475 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 457
Change-457 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 437
Change-437 (-100%)
Value—
Tacita Capital Inc
N/A
Shares— from 420
Change-420 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 414
Change-414 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 391
Change-391 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 390
Change-390 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 370
Change-370 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 349
Change-349 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 345
Change-345 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 344
Change-344 (-100%)
Value—
Osterweis Capital Management Inc
N/A
Shares— from 341
Change-341 (-100%)
Value—
Core Capital Management & Research, inc.
N/A
Shares— from 306
Change-306 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 275
Change-275 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 265
Change-265 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 264
Change-264 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 261
Change-261 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 255
Change-255 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 255
Change-255 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 254
Change-254 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 242
Change-242 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 230
Change-230 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 219
Change-219 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 205
Change-205 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 203
Change-203 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 177
Change-177 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 177
Change-177 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 156
Change-156 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 126
Change-126 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 125
Change-125 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 120
Change-120 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 120
Change-120 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 118
Change-118 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 114
Change-114 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 114
Change-114 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 108
Change-108 (-100%)
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Cornerstone Financial Management LLC
N/A
Shares— from 104
Change-104 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 100
Change-100 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 99
Change-99 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 91
Change-91 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 90
Change-90 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 86
Change-86 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 83
Change-83 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 60
Change-60 (-100%)
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Harborfront Financial Group LLC
N/A
Shares— from 55
Change-55 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 48
Change-48 (-100%)
Value—
S&T Bank
N/A
Shares— from 46
Change-46 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 45
Change-45 (-100%)
Value—
Persistent Asset Partners Ltd
N/A
Shares— from 43
Change-43 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
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Change-40 (-100%)
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Kilter Group LLC
N/A
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Change-40 (-100%)
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Penserra Capital Management LLC
N/A
Shares— from 27
Change-27 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 23
Change-23 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 23
Change-23 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 21
Change-21 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 17
Change-17 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 15
Change-15 (-100%)
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TD Capital Management LLC
N/A
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Change-14 (-100%)
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C M Bidwell & Associates LTD
N/A
Shares— from 14
Change-14 (-100%)
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Osbon Capital Management LLC
N/A
Shares— from 9
Change-9 (-100%)
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Caitlin John, LLC
N/A
Shares— from 9
Change-9 (-100%)
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McMillan Office, Inc.
N/A
Shares— from 9
Change-9 (-100%)
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Delta Asset Management LLC
N/A
Shares— from 7
Change-7 (-100%)
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Broadwater Capital Management LLC
N/A
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Change-6 (-100%)
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Vanguard Advisers Inc
N/A
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Change-5 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 2
Change-2 (-100%)
Value—
Ross\johnson & Associates LLC
N/A
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Chelsea Counsel Co
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Shares— from 1
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Value—
Status
FMR LLC
DECREASED7,863,2418,504,389-641,148-8%$2.2B$3.0B+$833.0M2026-11-10
Geode Capital Management, LLC
INCREASED7,298,5627,269,612+28,950+0%$1.9B$2.8B+$945.5M2026-11-06
Barclays PLC
INCREASED3,522,5243,380,306+142,218+4%$880.4M$1.4B+$485.0M2026-11-06
Bank of New York Mellon Corp
DECREASED2,555,5772,653,080-97,503-4%$691.0M$990.6M+$299.6M2026-11-05
Dimensional Fund Advisors LP
DECREASED2,440,0062,628,915-188,909-7%$684.8M$945.8M+$260.9M2026-11-04
Amundi
INCREASED2,138,0371,814,886+323,151+18%$472.7M$828.7M+$356.1M2026-11-06
Nuveen, LLC
DECREASED1,944,8012,499,973-555,172-22%$651.1M$753.8M+$102.7M2026-11-10
LSV Asset Management
DECREASED1,175,1201,218,970-43,850-4%$317.5M$455.5K-$317.0M2026-11-06
Deutsche Bank Ag\
INCREASED1,112,893845,326+267,567+32%$220.2M$431.4M+$211.2M2026-11-06
Acadian Asset Management LLC
DECREASED1,099,1111,152,293-53,182-5%$300.1M$426.0K-$299.6M2026-11-09
Allspring Global Investments Holdings, LLC
DECREASED1,097,1671,684,569-587,402-35%$453.9M$448.1M-$5.7M2026-11-04
AustralianSuper Pty Ltd
INCREASED934,228782,449+151,779+19%$203.8M$362.1M+$158.3M2026-11-10
AGF Management LTD
DECREASED876,180924,987-48,807-5%$240.9M$339.6M+$98.7M2026-11-03
Citigroup Inc
INCREASED771,197625,822+145,375+23%$163.0M$298.9M+$135.9M2026-11-04
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED760,342730,284+30,058+4%$190.2M$294.7M+$104.5M2026-11-05
Russell Investments Group, Ltd.
INCREASED709,766670,160+39,606+6%$175.4M$275.1M+$99.8M2026-11-06
Sumitomo Mitsui Trust Group, Inc.
INCREASED659,424639,115+20,309+3%$166.5M$255.6M+$89.1M2026-10-29
LPL Financial LLC
INCREASED656,998582,130+74,868+13%$151.6M$254.7M+$103.0M2026-11-06
Bank of Montreal
DECREASED609,386667,403-58,017-9%$173.8M$236.2M+$62.4M2026-11-09
Robeco Institutional Asset Management B.V.
DECREASED549,996687,021-137,025-20%$178.9M$213.2M+$34.3M2026-10-20
Montrusco Bolton Investments Inc.
DECREASED468,947637,430-168,483-26%$166.0M$181.8M+$15.8M2026-10-13
Cincinnati Financial Corp
DECREASED465,602514,640-49,038-10%$134.0M$180.5M+$46.4M2026-11-03
Amanah Holdings Trust
NEW371,140—+371,140——$143.9M—2026-10-23
Principal Financial Group Inc
DECREASED315,291363,212-47,921-13%$94.6M$122.2M+$27.6M2026-11-02
M&T Bank Corp
DECREASED307,774337,567-29,793-9%$87.9M$119.3M+$31.4M2026-11-10
Bessemer Group Inc
INCREASED244,15220,189+223,963+1109%$5.2M$94.6K-$5.1M2026-11-09
Assenagon Asset Management S.A.
INCREASED240,209130,799+109,410+84%$34.1M$93.1M+$59.0M2026-10-15
Nordea Investment Management AB
INCREASED229,273160,704+68,569+43%$42.0M$90.6M+$48.6M2026-11-09
New York State Teachers Retirement System
DECREASED226,707237,606-10,899-5%$61.9M$87.9K-$61.8M2026-10-22
Cincinnati Insurance Co
DECREASED226,668356,538-129,870-36%$92.9M$87.9M-$5.0M2026-11-03
Squarepoint Ops LLC
DECREASED225,606316,712-91,106-29%$82.5M$87.4M+$5.0M2026-11-09
FIL Ltd
DECREASED223,567546,210-322,643-59%$142.3M$86.7M-$55.6M2026-11-10
Universal- Beteiligungs- und Servicegesellschaft mbH
DECREASED192,622217,616-24,994-11%$56.5M$74.2M+$17.7M2026-11-10
Wealth Enhancement Advisory Services, LLC
INCREASED185,231177,480+7,751+4%$26.9M$46.1M+$19.3M2026-10-13
US Bancorp \de\
INCREASED183,599179,599+4,000+2%$46.8M$71.2M+$24.4M2026-11-05
Ninety One UK Ltd
DECREASED182,963246,978-64,015-26%$64.3M$70.9M+$6.6M2026-10-15
Old Republic International Corp
DECREASED169,900192,800-22,900-12%$50.2K$65.9K+$15.6K2026-10-26
Fort Washington Investment Advisors Inc
DECREASED167,212167,347-1350%$43.6M$64.8M+$21.2M2026-10-15
Storebrand Asset Management AS
DECREASED162,358162,916-5580%$42.4M$62.9M+$20.5M2026-11-10
Pictet Asset Management Holding SA
DECREASED159,267167,218-7,951-5%$43.6M$61.7M+$18.2M2026-11-03
Creative Planning
INCREASED159,047139,348+19,699+14%$36.3M$61.6M+$25.4M2026-11-02
MacKenzie Financial Corp
DECREASED158,875178,788-19,913-11%$46.6M$61.6M+$15.0M2026-11-02
Nisa Investment Advisors, LLC
DECREASED155,825159,573-3,748-2%$41.6M$60.4M+$18.8M2026-10-20
PNC Financial Services Group, Inc.
INCREASED152,307150,606+1,701+1%$39.2M$59.0M+$19.8M2026-11-06
Badgley Phelps Wealth Managers, LLC
DECREASED148,691155,460-6,769-4%$40.5M$57.6M+$17.1M2026-10-22
Eurizon Capital SGR S.p.A.
DECREASED146,568187,143-40,575-22%$48.8M$56.8M+$8.1M2026-11-06
Cullen T Bankers, Inc.
DECREASED146,428163,201-16,773-10%$42.5M$56.8M+$14.3M2026-10-28
Artemis Investment Management LLP
INCREASED142,653138,079+4,574+3%$36.0M$55.3M+$19.3M2026-10-08
DekaBank Deutsche Girozentrale
DECREASED140,123175,852-35,729-20%$44.2K$54.7K+$10.5K2026-10-27
KBC Group NV
DECREASED138,831149,434-10,603-7%$38.9M$53.8K-$38.9M2026-10-22
Asset Management One Co., Ltd.
DECREASED131,240132,902-1,662-1%$34.6M$50.9M+$16.3M2026-10-27
Teachers Retirement System of the State of Kentucky
INCREASED126,527117,567+8,960+8%$30.6M$49.0K-$30.6M2026-11-10
Truist Financial Corp
DECREASED122,607123,627-1,020-1%$32.2M$47.5M+$15.3M2026-10-30
Nykredit A/S
INCREASED120,573109,357+11,216+10%$28.5M$46.7M+$18.3M2026-11-06
Country Trust Bank
DECREASED119,155153,690-34,535-22%$40.0M$46.2M+$6.2M2026-10-30
Commonwealth Equity Services, LLC
DECREASED119,127133,146-14,019-11%$34.7M$46.2M+$11.5M2026-11-02
BI Asset Management Fondsmaeglerselskab A/S
INCREASED115,83833,801+82,037+243%$8.8M$44.9K-$8.8M2026-10-22
SouthState Bank Corp
DECREASED114,263117,635-3,372-3%$30.6M$44.3M+$13.7M2026-11-09
HighTower Advisors, LLC
DECREASED113,337156,631-43,294-28%$40.8M$43.9M+$3.1M2026-11-10
Private Management Group Inc
DECREASED109,997211,196-101,199-48%$55.0M$42.6M-$12.4M2026-11-04
Illinois Municipal Retirement Fund
INCREASED108,547105,195+3,352+3%$27.4M$42.1M+$14.7M2026-11-05
Crossmark Global Holdings, Inc.
DECREASED108,022133,406-25,384-19%$34.7M$41.9M+$7.1M2026-10-21
Conning Inc.
DECREASED107,395139,571-32,176-23%$36.3M$41.6M+$5.3M2026-10-27
Adams Natural Resources Fund, Inc.
DECREASED104,600113,700-9,100-8%$29.6M$40.5M+$10.9M2026-10-21
Todd Asset Management LLC
INCREASED102,31593,275+9,040+10%$24.3M$39.7M+$15.4M2026-10-27
Cookson Peirce & Co Inc
INCREASED100,40699,594+812+1%$25.9M$38.9M+$13.0M2026-10-30
Wealthfront Advisers LLC
INCREASED99,67594,406+5,269+6%$24.6M$38.6M+$14.0M2026-11-09
State of New Jersey Common Pension Fund D
DECREASED95,68397,600-1,917-2%$25.4M$37.1M+$11.7M2026-11-05
Achmea Investment Management B.V.
DECREASED93,798134,590-40,792-30%$35.1M$36.4M+$1.3M2026-10-30
Lido Advisors, LLC
DECREASED89,08590,717-1,632-2%$23.6M$34.5M+$10.9M2026-11-04
Swiss Life Asset Management Ltd
INCREASED83,78857,112+26,676+47%$14.9M$32.5M+$17.6M2026-11-03
Czech National Bank
DECREASED82,72884,519-1,791-2%$22.0M$32.1M+$10.1M2026-10-13
Arizona State Retirement System
DECREASED82,56382,954-3910%$21.6M$32.0M+$10.4M2026-11-03
Pinnacle Associates LTD
DECREASED82,23286,496-4,264-5%$22.5M$31.9M+$9.3M2026-10-20
Adell Harriman & Carpenter Inc
DECREASED81,86286,406-4,544-5%$22.5M$31.7M+$9.2M2026-11-02
CIBC Asset Management Inc
DECREASED81,60085,136-3,536-4%$22.2M$31.6M+$9.5M2026-11-05
PensionDanmark Pensionsforsikringsaktieselskab
INCREASED81,58975,389+6,200+8%$19.6M$31.6M+$12.0M2026-10-19
Richard C. Young & Co., Ltd.
DECREASED81,51482,023-509-1%$21.4M$31.6M+$10.2M2026-11-04
NorthCrest Asset Manangement, LLC
DECREASED81,31281,617-3050%$23.0M$36.1M+$13.1M2026-10-13
Busey Bank
DECREASED81,23782,220-983-1%$21.4M$31.5M+$10.1M2026-10-26
Mirae Asset Global Investments Co., Ltd.
INCREASED81,11468,802+12,312+18%$17.9M$31.4M+$13.5M2026-11-03
Westchester Capital Management, Inc.
DECREASED80,83383,284-2,451-3%$21.7M$31.3M+$9.6M2026-10-23
United Capital Management of KS, Inc.
DECREASED80,76583,521-2,756-3%$21.8M$31.3M+$9.6M2026-11-04
Aware Super Pty Ltd as trustee of Aware Super
DECREASED80,29881,098-800-1%$21.1M$31.1M+$10.0M2026-10-30
Foster Victor Wealth Advisors, LLC
DECREASED80,19891,288-11,090-12%$27.5M$34.8M+$7.2M2026-10-21
State of Michigan Retirement System
DECREASED80,06283,762-3,700-4%$21.8M$31.0M+$9.2M2026-10-27
Strs Ohio
DECREASED79,853103,817-23,964-23%$27.0M$31.0M+$3.9M2026-10-30
William B. Walkup & Associates, Inc.
INCREASED75,06875,038+30+0%$19.5M$29.1M+$9.6M2026-11-05
Fifth Third Bancorp
DECREASED75,02577,402-2,377-3%$20.2M$29.1M+$8.9M2026-11-05
Daiwa Securities Group Inc.
INCREASED70,33260,141+10,191+17%$15.7M$27.3M+$11.6M2026-10-29
OpenArc Corporate Advisory, LLC
DECREASED68,55769,675-1,118-2%$18.1M$26.6M+$8.4M2026-10-21
IFM Investors Pty Ltd
INCREASED67,79254,895+12,897+23%$14.3M$26.3M+$12.0M2026-10-14
Calamos Advisors LLC
INCREASED67,02265,911+1,111+2%$17.2M$26.0M+$8.8M2026-11-02
Union Bancaire Privee, UBP SA
DECREASED66,77291,214-24,442-27%$22.8M$24.5M+$1.7M2026-11-04
Cambridge Investment Research Advisors, Inc.
INCREASED65,88558,154+7,731+13%$15.1M$25.5K-$15.1M2026-11-02
Payden & Rygel
DECREASED65,40065,600-2000%$17.1M$25.4K-$17.1M2026-10-28
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED63,61365,584-1,971-3%$17.1M$24.7M+$7.6M2026-11-03
Adams Asset Advisors, LLC
DECREASED62,42464,384-1,960-3%$16.8M$24.2M+$7.4M2026-10-08
Kwmg, LLC
DECREASED61,14767,782-6,635-10%$17.7M$23.7M+$6.0M2026-10-07
Retirement Systems of Alabama
DECREASED60,38162,379-1,998-3%$16.2M$23.4M+$7.2M2026-11-04
Fideuram Asset Management (Ireland) dac
INCREASED58,03144,566+13,465+30%$10.5M$19.2M+$8.7M2026-10-29
Carmel Capital Management L.L.C.
DECREASED57,49865,933-8,435-13%$17.2M$22.3M+$5.1M2026-10-30
Neos Investment Management LLC
INCREASED55,77950,105+5,674+11%$13.0M$21.6M+$8.6M2026-11-04
AMF Tjanstepension AB
UNCHANGED55,52555,52500%$14.5M$21.5M+$7.1M2026-10-22
Community Bank & Trust, Waco, Texas
DECREASED55,13857,274-2,136-4%$14.9M$21.4K-$14.9M2026-10-19
Xponance LLC
INCREASED54,50653,842+664+1%$14.0M$21.1M+$7.1M2026-11-03
Candriam S.C.A.
DECREASED53,20160,273-7,072-12%$15.7M$20.7M+$5.0M2026-11-03
ProShare Advisors LLC
DECREASED52,96055,574-2,614-5%$14.5M$20.5M+$6.1M2026-10-29
Rakuten Investment Management, Inc.
INCREASED52,26548,682+3,583+7%$13.0M$20.3M+$7.3M2026-10-30
Picton Mahoney Asset Management
DECREASED52,12359,730-7,607-13%$15.6M$20.2M+$4.6M2026-11-09
Applied Finance Capital Management, LLC
DECREASED50,16571,180-21,015-30%$18.5M$19.4M+$905.6K2026-11-03
American National Bank & Trust
DECREASED50,10453,083-2,979-6%$13.8M$19.4M+$5.6M2026-10-07
Amalgamated Bank
DECREASED49,19552,185-2,990-6%$13.6M$19.1K-$13.6M2026-10-23
Willis Investment Counsel
DECREASED49,000104,300-55,300-53%$27.2M$19.0M-$8.2M2026-10-20
Petredis Investment Advisors LLC
INCREASED48,42548,381+44+0%$12.6M$18.8M+$6.2M2026-10-20
Westbourne Investment Advisors, Inc.
DECREASED48,29050,530-2,240-4%$13.2M$18.7M+$5.6M2026-10-20
Glenview Trust Co
DECREASED47,22248,679-1,457-3%$12.7M$18.3M+$5.6M2026-10-28
O'Brien Greene & Co. Inc
DECREASED46,98448,626-1,642-3%$12.7M$18.2M+$5.5M2026-11-05
Bokf, NA
DECREASED46,84656,978-10,132-18%$14.8M$18.2M+$3.3M2026-10-27
Jcic Asset Management Inc.
DECREASED46,79547,125-330-1%$11.6M$18.1M+$6.5M2026-10-30
Blair William & Co
INCREASED46,05743,940+2,117+5%$11.4M$17.9M+$6.4M2026-11-10
Guinness Asset Management LTD
DECREASED46,02364,304-18,281-28%$16.7M$17.8M+$1.1M2026-11-05
OFI Invest Asset Management
INCREASED45,7797,006+38,773+553%$1.8M$15.6M+$13.8M2026-11-06
Bailard, Inc.
DECREASED45,71346,788-1,075-2%$12.2M$17.7M+$5.5M2026-10-13
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED45,69845,675+23+0%$11.9M$17.7M+$5.8M2026-10-20
TD Waterhouse Canada Inc.
INCREASED45,36624,571+20,795+85%$6.6M$18.5M+$11.9M2026-10-16
Intech Investment Management LLC
INCREASED45,29732,016+13,281+41%$8.3M$17.6M+$9.2M2026-11-09
Summit Financial Wealth Advisors, LLC
DECREASED44,93063,697-18,767-29%$16.6M$17.4M+$826.2K2026-10-15
Sterling Capital Management LLC
DECREASED44,82461,676-16,852-27%$16.1M$17.4M+$1.3M2026-10-22
Fusion Capital, LLC
DECREASED44,20845,145-937-2%$11.8M$17.1M+$5.4M2026-10-28
Cincinnati Specialty Underwriters Insurance Co
UNCHANGED44,13344,13300%$11.5M$17.1M+$5.6M2026-11-03
New York Life Investment Management LLC
DECREASED43,10644,299-1,193-3%$11.5M$16.7M+$5.2M2026-11-04
Savant Capital, LLC
INCREASED42,81438,643+4,171+11%$10.1M$16.6M+$6.5M2026-11-06
Police & Firemen's Retirement System of New Jersey
DECREASED42,41744,323-1,906-4%$11.5M$16.4M+$4.9M2026-11-09
Crestwood Advisors Group, LLC
INCREASED42,34939,783+2,566+6%$10.4M$16.4M+$6.1M2026-10-27
Kestra Advisory Services, LLC
INCREASED41,92337,907+4,016+11%$9.9M$16.2M+$6.4M2026-11-02
Lmcg Investments, LLC
DECREASED41,69045,855-4,165-9%$11.9M$16.2M+$4.2M2026-10-21
Spirit of America Management Corp
DECREASED40,78441,284-500-1%$10.8M$15.8M+$5.1M2026-10-14
Hutchinson Capital Management
DECREASED40,77754,587-13,810-25%$14.2M$15.8M+$1.6M2026-11-09
Generali Asset Management SPA SGR
INCREASED40,42339,689+734+2%$10.3M$15.7M+$5.3M2026-10-26
Aberdeen Group plc
DECREASED38,802121,051-82,249-68%$31.5M$1.9M-$29.6M2026-11-06
Burney Co/
INCREASED38,43337,569+864+2%$9.8M$14.9M+$5.1M2026-10-15
Mutual of America Capital Management LLC
DECREASED38,37739,731-1,354-3%$10.3M$14.9M+$4.5M2026-10-23
Yousif Capital Management, LLC
DECREASED38,08539,488-1,403-4%$10.3M$14.8M+$4.5M2026-10-22
Oppenheimer & Co Inc
DECREASED38,01042,419-4,409-10%$11.0M$14.7M+$3.7M2026-10-26
Capital Investment Advisors, LLC
DECREASED37,59538,736-1,141-3%$10.1M$14.6M+$4.5M2026-10-22
Bell & Brown Wealth Advisors, LLC
DECREASED37,14740,713-3,566-9%$10.6M$14.4M+$3.8M2026-10-16
UniSuper Management Pty Ltd
INCREASED37,13233,632+3,500+10%$8.8M$14.4M+$5.6M2026-10-26
S.E.E.D. Planning Group LLC
DECREASED36,86244,572-7,710-17%$11.6M$14.3M+$2.7M2026-10-07
Sound Income Strategies, LLC
DECREASED36,78143,938-7,157-16%$11.4M$16.3M+$4.9M2026-10-09
Ceredex Value Advisors LLC
DECREASED36,53665,712-29,176-44%$17.1M$14.2M-$3.0M2026-11-09
Sapient Capital LLC
DECREASED36,51138,615-2,104-5%$10.1M$14.2M+$4.1M2026-10-08
Avantax Planning Partners, Inc.
DECREASED36,48240,467-3,985-10%$10.5M$14.1M+$3.6M2026-11-03
Hosking Partners LLP
DECREASED36,36940,215-3,846-10%$10.5M$14.1M+$3.6M2026-10-21
Convergence Investment Partners, LLC
INCREASED36,33834,700+1,638+5%$9.0M$14.1M+$5.0M2026-10-28
Narwhal Capital Management
DECREASED36,18438,358-2,174-6%$10.0M$14.0M+$4.0M2026-11-04
Oregon Public Employees Retirement Fund
DECREASED35,44836,460-1,012-3%$9.5M$13.7M+$4.2M2026-10-30
Dymon Asia Capital (Singapore) Pte. Ltd.
DECREASED34,55181,400-46,849-58%$21.2M$13.4M-$7.8M2026-11-04
Ritholtz Wealth Management
INCREASED34,41920,052+14,367+72%$5.2M$13.3M+$8.1M2026-11-05
GF Fund Management Co. Ltd.
DECREASED34,26148,950-14,689-30%$12.7M$13.3M+$531.4K2026-10-26
Patton Albertson Miller Group, LLC
DECREASED33,10734,803-1,696-5%$9.1M$12.8M+$3.8M2026-10-26
Atria Investments, Inc
INCREASED32,21421,792+10,422+48%$5.7M$12.5M+$6.8M2026-10-15
Scotia Capital Inc.
INCREASED32,12421,377+10,747+50%$5.6M$12.5M+$6.9M2026-11-10
Beacon Investment Advisory Services, Inc.
INCREASED31,91731,905+12+0%$8.3M$12.4M+$4.1M2026-10-13
MinichMacGregor Wealth Management, LLC
DECREASED31,86632,297-431-1%$8.4M$12.4M+$3.9M2026-10-14
Forvis Mazars Wealth Advisors, LLC
DECREASED31,64932,672-1,023-3%$8.5M$12.3M+$3.8M2026-10-13
James Investment Research, Inc.
DECREASED31,20231,911-709-2%$8.3M$12.1M+$3.8M2026-10-22
First National Bank of Mount Dora, Trust Investment Services
INCREASED31,08617,743+13,343+75%$4.6M$12.0M+$7.4M2026-10-21
Fisher Asset Management, LLC
DECREASED30,84633,398-2,552-8%$8.7M$12.0M+$3.3M2026-11-06
Allworth Financial LP
INCREASED30,59716,993+13,604+80%$4.4M$8.0M+$3.5M2026-11-06
Lansforsakringar Fondforvaltning AB (publ)
UNCHANGED30,59630,59600%$8.0M$11.9M+$3.9M2026-11-09
Central Bank & Trust Co
DECREASED30,55434,818-4,264-12%$9.1M$11.8M+$2.8M2026-10-09
Prospera Financial Services Inc
INCREASED30,12119,324+10,797+56%$5.0M$12.0M+$7.0M2026-11-04
Montgomery Investment Management Inc
UNCHANGED29,89029,89000%$7.8M$11.6M+$3.8M2026-10-26
ABN Amro Investment Solutions
INCREASED29,85224,087+5,765+24%$6.3M$11.6M+$5.3M2026-10-21
Advisory Resource Group
DECREASED29,43834,657-5,219-15%$9.0M$11.4M+$2.4M2026-10-26
First National Trust Co
DECREASED29,36230,316-954-3%$7.9M$11.4M+$3.5M2026-10-28
Thoroughbred Financial Services, LLC
INCREASED29,07029,052+18+0%$7.6M$11.3K-$7.6M2026-11-09
Chapin Davis, Inc.
INCREASED29,01228,123+889+3%$7.3M$11.2M+$3.9M2026-10-09
Ag2r LA Mondiale Gestion D'actifs
DECREASED28,84742,474-13,627-32%$11.1M$11.2M+$119.5K2026-10-26
NewSquare Capital LLC
INCREASED28,59327,560+1,033+4%$7.2M$11.1M+$3.9M2026-11-06
Procyon Advisors, LLC
INCREASED28,46727,414+1,053+4%$7.1M$11.0M+$3.9M2026-10-21
Goelzer Investment Management, Inc.
DECREASED27,98528,600-615-2%$7.4M$10.8M+$3.4M2026-10-16
Douglas Lane & Associates, LLC
DECREASED27,95730,212-2,255-7%$7.9M$10.8M+$3.0M2026-10-09
Shepherd Financial Partners LLC
DECREASED27,81628,473-657-2%$7.4M$10.8M+$3.4M2026-11-03
Exchange Traded Concepts, LLC
INCREASED27,77612,833+14,943+116%$3.3M$10.8M+$7.4M2026-10-28
Nilsine Partners, LLC
INCREASED27,51425,441+2,073+8%$6.6M$10.7M+$4.0M2026-11-02
One Way Holdings LLC
NEW27,511—+27,511——$10.7M—2026-10-29
State of Alaska, Department of Revenue
DECREASED27,27629,094-1,818-6%$7.6M$10.6K-$7.6M2026-10-15
B. Metzler seel. Sohn & Co. AG
DECREASED27,24434,220-6,976-20%$8.9M$10.6M+$1.6M2026-10-30
MassMutual Private Wealth & Trust, FSB
DECREASED27,02128,821-1,800-6%$7.5M$10.5M+$3.0M2026-10-05
Highland Capital Management, LLC
INCREASED27,00525,381+1,624+6%$6.6M$10.5M+$3.9M2026-10-26
Merit Financial Group, LLC
INCREASED26,97025,063+1,907+8%$6.5M$10.5M+$3.9M2026-11-06
MGO One Seven LLC
INCREASED26,49225,626+866+3%$6.7M$10.3M+$3.6M2026-10-28
AIA Group Ltd
DECREASED26,34954,938-28,589-52%$14.3M$10.2M-$4.1M2026-10-30
Atlatl Advisers LLC
NEW26,332—+26,332——$10.2M—2026-10-22
Journey Advisory Group, LLC
DECREASED25,82126,775-954-4%$7.0M$10.0M+$3.0M2026-11-04
CSU Producer Resources, Inc.
UNCHANGED25,05925,05900%$6.5M$9.7M+$3.2M2026-11-03
WP Advisors, LLC
DECREASED24,65425,879-1,225-5%$6.7M$9.6M+$2.8M2026-10-22
HB Wealth Management, LLC
INCREASED24,59323,147+1,446+6%$6.0M$9.5M+$3.5M2026-10-23
Kestra Private Wealth Services, LLC
DECREASED24,16224,614-452-2%$6.4M$9.4M+$3.0M2026-11-06
Annex Advisory Services, LLC
DECREASED24,12430,652-6,528-21%$8.0M$9.4M+$1.4M2026-10-16
Hudson Capital Management LLC
DECREASED24,02030,523-6,503-21%$7.9M$9.3M+$1.4M2026-10-20
Knights of Columbus Asset Advisors LLC
DECREASED23,93027,391-3,461-13%$7.1M$9.3M+$2.1M2026-11-05
Genus Capital Management Inc.
DECREASED23,59033,490-9,900-30%$8.7M$9.1M+$421.6K2026-11-04
Mizuho Securities USA LLC
INCREASED23,49623,246+250+1%$6.1M$8.4M+$2.4M2026-11-09
Park Avenue Securities LLC
INCREASED23,18718,604+4,583+25%$4.8M$9.0K-$4.8M2026-10-26
Gulf International Bank (UK) Ltd
UNCHANGED23,18623,18600%$6.0M$9.0K-$6.0M2026-10-20
Rice Partnership, LLC
DECREASED22,77228,839-6,067-21%$7.5M$8.8M+$1.3M2026-11-09
Welch & Forbes LLC
DECREASED22,61623,635-1,019-4%$6.2M$8.8M+$2.6M2026-11-04
Central Trust Co
INCREASED22,51421,987+527+2%$5.7M$8.7M+$3.0M2026-11-05
iA Global Asset Management Inc.
DECREASED22,27230,367-8,095-27%$7.9M$8.6K-$7.9M2026-10-29
Fourpath Capital Management, LLC
DECREASED22,05022,477-427-2%$5.9M$8.5M+$2.7M2026-10-19
Argent Trust Co
DECREASED21,95521,966-110%$5.7M$8.5M+$2.8M2026-11-09
Washington Trust Bank
DECREASED21,84425,558-3,714-15%$6.7M$8.5M+$1.8M2026-11-03
Oppenheimer Asset Management Inc.
INCREASED21,71419,894+1,820+9%$5.2M$8.4M+$3.2M2026-10-27
Cypress Capital Group
DECREASED21,65121,726-750%$5.7M$8.4M+$2.7M2026-11-03
Sowell Financial Services LLC
INCREASED20,88520,445+440+2%$5.3M$8.1M+$2.8M2026-10-23
CWA Asset Management Group, LLC
INCREASED20,18618,578+1,608+9%$4.8M$7.8M+$3.0M2026-10-19
Jefferies Financial Group Inc.
DECREASED20,09137,048-16,957-46%$9.6M$7.8M-$1.9M2026-11-05
Inspire Investing, LLC
DECREASED20,02726,000-5,973-23%$6.8M$7.8M+$991.2K2026-10-22
Keybank National Association
INCREASED19,75718,800+957+5%$4.9M$7.7M+$2.8M2026-11-04
CrossGen Wealth, LLC
DECREASED19,43919,854-415-2%$5.2M$7.5M+$2.4M2026-10-30
Miller Howard Investments Inc
DECREASED19,37325,899-6,526-25%$6.7M$7.5M+$764.0K2026-10-26
Virginia Retirement Systems ET Al
INCREASED19,3723,340+16,032+480%$869.9K$7.5M+$6.6M2026-10-28
Gateway Investment Advisers LLC
DECREASED19,26626,926-7,660-28%$7.0M$7.5M+$455.1K2026-10-13
Concurrent Investment Advisors, LLC
INCREASED19,1419,865+9,276+94%$2.6M$7.4M+$4.9M2026-10-16
Geneva Partners, LLC
DECREASED18,41626,122-7,706-29%$6.8M$7.1M+$334.9K2026-10-26
Pinnacle Wealth Management Advisory Group, LLC
INCREASED18,36618,263+103+1%$4.8M$7.1M+$2.4M2026-10-23
Bahl & Gaynor LLC
DECREASED18,21018,294-840%$4.8M$7.1M+$2.3M2026-11-05
Tilia Fiduciary Partners, Inc.
DECREASED18,04818,668-620-3%$4.9M$7.0M+$2.1M2026-10-09
Stiles Financial Services Inc
DECREASED18,00318,899-896-5%$4.9M$7.0M+$2.1M2026-10-30
D.A. Davidson & Co.
DECREASED17,69119,713-2,022-10%$5.1M$6.9M+$1.7M2026-10-28
Stanley-Laman Group, Ltd.
DECREASED17,60821,707-4,099-19%$5.7M$6.8M+$1.2M2026-10-20
J.W. Cole Advisors, Inc.
INCREASED17,57010,490+7,080+67%$2.7M$6.8M+$4.1M2026-11-05
Maryland State Retirement & Pension System
DECREASED17,542155,975-138,433-89%$40.6M$6.8M-$33.8M2026-11-05
Triad Wealth Partners, LLC
INCREASED17,27717,157+120+1%$5.3M$6.7M+$1.4M2026-10-26
Vise Technologies, Inc.
INCREASED17,24712,684+4,563+36%$3.3M$6.7M+$3.4M2026-10-29
Farther Finance Advisors, LLC
INCREASED17,04315,668+1,375+9%$4.1M$6.6M+$2.5M2026-10-08
Simplicity Wealth,LLC
INCREASED17,00115,394+1,607+10%$4.0M$6.6M+$2.6M2026-10-23
Viking Fund Management LLC
DECREASED17,00029,000-12,000-41%$7.6M$6.6M-$963.4K2026-10-14
Ethic Inc.
DECREASED16,83617,191-355-2%$4.5M$6.5M+$2.0M2026-11-03
RED Cedar Investment Management, LLC
DECREASED16,81527,052-10,237-38%$7.0M$6.5M-$527.8K2026-11-04
Barings LLC
DECREASED16,79533,649-16,854-50%$8.8M$6.5M-$2.3M2026-10-22
Heritage Wealth Management, Inc.
DECREASED16,56417,147-583-3%$4.5M$6.4M+$2.0M2026-10-28
Dana Investment Advisors, Inc.
DECREASED16,40317,472-1,069-6%$4.6M$6.4M+$1.8M2026-11-06
Ascent Wealth Partners, LLC
DECREASED16,27216,505-233-1%$4.3M$6.3M+$2.0M2026-10-23
Heritage Trust Co
DECREASED16,13716,193-560%$4.2M$6.3M+$2.0M2026-11-09
Unison Advisors LLC
INCREASED15,98515,918+67+0%$4.1M$6.2M+$2.1M2026-10-29
Thrivent Financial for Lutherans
DECREASED15,95816,528-570-3%$4.3M$6.2K-$4.3M2026-11-05
Raiffeisen Bank International AG
INCREASED15,8535,610+10,243+183%$1.5M$6.1M+$4.7M2026-10-28
Geneos Wealth Management Inc.
DECREASED15,77615,922-146-1%$4.1M$6.1M+$2.0M2026-11-09
Indivisible Partners
INCREASED15,7332,722+13,011+478%$709.0K$6.1M+$5.4M2026-10-26
Diversified Trust Co
INCREASED15,69715,519+178+1%$4.0M$6.1M+$2.0M2026-11-06
AlphaCore Capital LLC
INCREASED15,61111,990+3,621+30%$3.1M$6.1M+$2.9M2026-11-04
Jacobi Capital Management LLC
DECREASED15,54216,686-1,144-7%$4.3M$6.0M+$1.7M2026-11-05
Gamma Investing LLC
INCREASED15,46414,769+695+5%$3.8M$6.0M+$2.1M2026-10-08
Hartford Investment Management Co
DECREASED15,38216,378-996-6%$4.3M$6.0M+$1.7M2026-11-04
Compound Planning, Inc.
INCREASED15,32612,739+2,587+20%$3.3M$5.9M+$2.6M2026-11-09
Donaldson Capital Management, LLC
DECREASED15,28516,262-977-6%$4.2M$5.9M+$1.7M2026-11-09
New Mexico Educational Retirement Board
UNCHANGED15,21615,21600%$4.0M$5.9K-$4.0M2026-11-05
Fruth Investment Management
DECREASED15,20015,250-500%$4.0K$5.9K+$1.9K2026-10-13
Mitchell & Pahl Private Wealth, LLC
DECREASED15,14515,370-225-1%$4.0M$5.9M+$1.9M2026-10-14
Nemes Rush Group LLC
DECREASED14,95615,537-581-4%$4.0M$5.8M+$1.8M2026-11-04
BankPlus Trust Department
INCREASED14,71914,316+403+3%$3.7M$5.7M+$2.0M2026-11-06
Davenport & Co LLC
DECREASED14,70515,802-1,097-7%$4.1M$5.7M+$1.6M2026-10-14
Bank & Trust Co
DECREASED14,20214,249-470%$3.7M$5.5M+$1.8M2026-10-07
Louisiana State Employees Retirement System
DECREASED14,20015,200-1,000-7%$4.0M$5.5M+$1.5M2026-10-20
Level Four Advisory Services, LLC
INCREASED14,19413,586+608+4%$3.5M$5.5M+$2.0M2026-11-06
Canada Post Corp Registered Pension Plan
INCREASED14,10013,558+542+4%$3.5M$5.5M+$1.9M2026-11-09
Hanson & Doremus Investment Management
DECREASED13,97914,256-277-2%$3.7M$5.4K-$3.7M2026-10-16
M3 Wealth Management, LLC
DECREASED13,91916,512-2,593-16%$4.3M$5.4M+$1.1M2026-11-09
MBM Wealth Consultants, LLC
DECREASED13,83814,167-329-2%$3.7M$5.4M+$1.7M2026-10-20
BAR Harbor Wealth Management
INCREASED13,80813,533+275+2%$3.5M$5.4M+$1.8M2026-10-21
AlphaStar Capital Management, LLC
INCREASED13,6642,349+11,315+482%$611.7K$5.3M+$4.7M2026-10-16
Nations Financial Group Inc,
INCREASED13,5447,455+6,089+82%$1.9M$5.3M+$3.3M2026-11-05
Fifth Third Wealth Advisors LLC
INCREASED13,45313,385+68+1%$3.5M$5.2M+$1.7M2026-10-22
Decker Wealth Management LLC
NEW13,350—+13,350——$5.2M—2026-10-09
Danske Bank A/S
DECREASED13,33113,831-500-4%$3.6M$5.2M+$1.6M2026-11-09
Park Capital Management, LLC / WI
INCREASED13,3103,422+9,888+289%$891.2K$5.2M+$4.3M2026-10-13
Community Financial Services Group, LLC
DECREASED13,17513,476-301-2%$3.6M$5.4M+$1.8M2026-10-15
Confluence Wealth Services, Inc.
INCREASED12,9239,564+3,359+35%$2.5M$5.0M+$2.5M2026-11-05
Financiere des Professionnels - Fonds d'investissement inc.
UNCHANGED12,92112,92100%$3.4M$5.0M+$1.6M2026-11-03
Monument Capital Management
INCREASED12,80012,365+435+4%$3.2M$5.0M+$1.7M2026-10-09
North Dakota State Investment Board
INCREASED12,7719,039+3,732+41%$2.4M$5.0M+$2.6M2026-10-27
SBI Securities Co., Ltd.
INCREASED12,6721,794+10,878+606%$467.2K$4.9M+$4.4M2026-10-22
NLB Skladi, upravljanje premozenja, d.o.o.
INCREASED12,5206,748+5,772+86%$1.8M$4.9M+$3.1M2026-10-22
Old Second National Bank of Aurora
DECREASED12,50819,275-6,767-35%$5.0M$4.8M-$171.8K2026-10-22
Old National Bancorp
DECREASED12,48912,627-138-1%$3.3M$4.8M+$1.6M2026-10-20
Community Trust & Investment Co
DECREASED12,36715,328-2,961-19%$4.0M$4.8M+$801.5K2026-10-15
Paradigm Asset Management Co LLC
DECREASED12,30013,700-1,400-10%$3.6M$4.8M+$1.2M2026-11-05
Choreo, LLC
INCREASED12,29711,826+471+4%$3.1M$4.8M+$1.7M2026-10-28
Apollon Wealth Management, LLC
INCREASED12,23711,890+347+3%$3.1M$4.7M+$1.6M2026-10-23
Clearstead Advisors, LLC
DECREASED12,12012,438-318-3%$3.2M$4.7M+$1.5M2026-11-06
King Luther Capital Management Corp
INCREASED12,02911,933+96+1%$3.1M$4.7M+$1.6M2026-11-05
Independent Solutions Wealth Management, LLC
DECREASED12,01712,727-710-6%$3.3M$4.7M+$1.3M2026-10-28
PKO Investment Management Joint-Stock Co
NEW11,864—+11,864——$4.6M—2026-10-19
SteelPeak Wealth, LLC
INCREASED11,8611,345+10,516+782%$350.3K$4.6M+$4.2M2026-10-16
Courier Capital LLC
DECREASED11,83611,946-110-1%$3.1M$4.6M+$1.5M2026-10-19
Plato Investment Management Ltd
INCREASED11,7832,888+8,895+308%$747.8K$4.6M+$3.8M2026-11-05
Tokio Marine Asset Management Co LTD
INCREASED11,78311,646+137+1%$3.0M$4.6M+$1.5M2026-10-26
Ashton Thomas Private Wealth, LLC
INCREASED11,7659,803+1,962+20%$2.6M$4.6M+$2.0M2026-11-03
First Citizens Bank & Trust Co
INCREASED11,6997,495+4,204+56%$2.0M$4.5M+$2.6M2026-10-14
Caldwell Trust Co
DECREASED11,49611,862-366-3%$3.1M$4.5M+$1.4M2026-10-30
Wedmont Private Capital
INCREASED11,3958,311+3,084+37%$2.3M$5.1M+$2.7M2026-10-09
Daymark Wealth Partners, LLC
INCREASED11,3709,732+1,638+17%$2.5M$4.4M+$1.9M2026-11-04
HUB Investment Partners, LLC
INCREASED11,15410,135+1,019+10%$2.6M$4.3M+$1.7M2026-11-03
StoneX Group Inc.
DECREASED11,02616,876-5,850-35%$4.4M$4.3M-$133.5K2026-11-03
Regions Financial Corp
DECREASED10,78519,402-8,617-44%$5.1M$4.2M-$872.7K2026-11-05
Huntleigh Advisors, Inc.
INCREASED10,73210,432+300+3%$2.7M$4.2M+$1.4M2026-11-03
Parkway Wealth Management Group, LLC
NEW10,577—+10,577——$4.1M—2026-10-20
SVB Wealth LLC
DECREASED10,51613,958-3,442-25%$3.6M$4.1M+$441.0K2026-11-06
Mengis Capital Management, Inc.
DECREASED10,47410,518-440%$2.7M$4.1M+$1.3M2026-10-13
SeaCrest Wealth Management, LLC
INCREASED10,44710,303+144+1%$2.7M$4.0M+$1.4M2026-10-21
Avidian Wealth Enterprises, LLC
DECREASED10,27810,373-95-1%$2.7M$4.0M+$1.3M2026-10-08
Chesley Taft & Associates LLC
INCREASED10,1541,736+8,418+485%$452.1K$3.9M+$3.5M2026-10-13
Meiji Yasuda America Inc
NEW10,109—+10,109——$3.9M—2026-10-22
Stablepoint Partners, LLC
DECREASED10,06411,058-994-9%$2.9M$3.9M+$1.0M2026-11-03
UMB Bank, n.a.
DECREASED10,01210,588-576-5%$2.8M$3.9M+$1.1M2026-11-06
BCM Advisors, LLC
DECREASED10,00010,010-100%$3.0M$4.0M+$968.6K2026-11-03
Canal Insurance Co
UNCHANGED10,00010,00000%$2.6M$3.9K-$2.6M2026-10-20
Royal Palms Capital LLC
DECREASED9,84111,434-1,593-14%$3.0M$3.8M+$836.6K2026-10-23
Alps Advisors Inc
INCREASED9,7499,341+408+4%$2.4M$3.8M+$1.3M2026-11-03
Elevation Point Wealth Partners, LLC
INCREASED9,7475,817+3,930+68%$1.5M$3.8M+$2.3M2026-11-05
Profund Advisors LLC
DECREASED9,74113,136-3,395-26%$3.4M$3.8M+$354.6K2026-10-29
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED9,6509,65000%$2.5M$2.5M$02026-10-15
Great Diamond Partners, LLC
DECREASED9,6379,744-107-1%$2.5M$3.7M+$1.2M2026-10-13
Citizens Financial Group Inc
INCREASED9,5666,958+2,608+37%$1.8M$3.7M+$1.9M2026-10-23
First Merchants Corp
DECREASED9,5619,982-421-4%$2.6M$3.7M+$1.1M2026-10-15
Americana Partners, LLC
INCREASED9,5502,031+7,519+370%$529.0K$3.7M+$3.2M2026-10-28
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
DECREASED9,50714,968-5,461-36%$3.9M$3.7M-$213.3K2026-10-22
Fulton Bank, N.A.
DECREASED9,47211,486-2,014-18%$3.0M$3.7M+$680.0K2026-10-14
Machina Capital S.A.S.
NEW9,431—+9,431——$3.7M—2026-11-05
Coldstream Capital Management Inc
INCREASED9,4318,378+1,053+13%$2.2M$3.7M+$1.5M2026-11-09
Providence Wealth Advisors, LLC
DECREASED9,4289,531-103-1%$2.6M$3.8M+$1.3M2026-10-29
Ascent Group, LLC
DECREASED9,3669,385-190%$2.4M$3.6M+$1.2M2026-10-30
Legacy Bridge, LLC
INCREASED9,3579,302+55+1%$2.4M$3.6M+$1.2M2026-10-28
Great Valley Advisor Group, Inc.
INCREASED9,3139,153+160+2%$2.4M$3.6M+$1.2M2026-11-09
Donoghue Forlines LLC
NEW9,113—+9,113——$3.5M—2026-11-02
Marino, Stram & Associates LLC
DECREASED8,9409,036-96-1%$2.4M$3.5M+$1.1M2026-10-22
Mader & Shannon Wealth Management, Inc.
DECREASED8,93020,222-11,292-56%$5.3M$3.5M-$1.8M2026-11-02
Legacy Financial Independent Advisors LLC
NEW8,885—+8,885——$3.4M—2026-11-02
Cherokee Insurance Co
DECREASED8,85011,350-2,500-22%$3.0M$3.4M+$474.4K2026-11-05
Inscription Capital, LLC
DECREASED8,77110,384-1,613-16%$2.7M$3.4M+$695.4K2026-11-02
Altfest L J & Co Inc
INCREASED8,6176,502+2,115+33%$1.7M$3.3M+$1.6M2026-10-27
DSG Capital Advisors, LLC
INCREASED8,5998,235+364+4%$2.5M$3.3M+$850.8K2026-11-05
Brighton Jones LLC
INCREASED8,5947,994+600+8%$2.1M$3.3M+$1.2M2026-11-03
Prime Capital Investment Advisors, LLC
DECREASED8,5739,618-1,045-11%$2.5M$3.3M+$818.0K2026-10-20
Citizens National Bank Trust Department
DECREASED8,5108,628-118-1%$2.2M$3.3M+$1.1M2026-11-04
Roman Butler Fullerton & Co
DECREASED8,4878,674-187-2%$2.6M$3.7M+$1.1M2026-10-27
Coastline Trust Co
DECREASED8,4869,086-600-7%$2.4M$3.3M+$922.9K2026-10-01
Peddock Capital Advisors, LLC
DECREASED8,4458,548-103-1%$2.2M$3.3M+$1.0M2026-10-16
Vontobel Holding Ltd.
INCREASED8,4017,507+894+12%$2.0M$3.3M+$1.3M2026-10-16
Catalyst Capital Advisors LLC
UNCHANGED8,3508,35000%$2.2M$3.2M+$1.1M2026-11-02
Banco Santander, S.A.
DECREASED8,3329,638-1,306-14%$2.5M$3.2M+$719.4K2026-11-10
Valeo Financial Advisors, LLC
INCREASED8,3048,044+260+3%$2.1M$3.2M+$1.1M2026-10-08
Emerald Investment Advisers, LLC
DECREASED8,2809,006-726-8%$2.3M$3.2M+$863.9K2026-11-09
O'Domhnaill Enterprises, Inc.
INCREASED8,2465,286+2,960+56%$1.4M$3.2M+$1.8M2026-10-29
Chicago Partners Investment Group LLC
INCREASED8,2437,672+571+7%$2.3M$3.5M+$1.1M2026-10-27
Spire Wealth Management
INCREASED8,1792,261+5,918+262%$589.3K$3.2M+$2.6M2026-10-30
Compass Financial Management LLC
DECREASED8,1328,760-628-7%$2.3M$3.2M+$805.6K2026-10-30
EverSource Wealth Advisors, LLC
INCREASED8,1167,819+297+4%$2.0M$3.1M+$1.1M2026-11-04
First United Bank & Trust
DECREASED8,1108,248-138-2%$2.1M$3.1M+$995.4K2026-10-22
Signal Advisors Wealth, LLC
INCREASED8,0302,319+5,711+246%$604.0K$3.1M+$2.5M2026-10-13
Cidel Asset Management Inc
DECREASED8,0099,215-1,206-13%$2.4M$3.1M+$704.4K2026-10-29
Arrow Capital Pty Ltd
DECREASED8,00020,000-12,000-60%$5.2M$3.1M-$2.1M2026-11-06
Kornitzer Capital Management Inc
DECREASED7,9898,989-1,000-11%$2.3M$3.1M+$755.5K2026-11-03
Flagship Harbor Advisors, LLC
DECREASED7,9738,187-214-3%$2.1M$3.1M+$958.1K2026-10-26
Smart Wealth LLC
NEW7,944—+7,944——$3.1M—2026-11-04
Diversify Wealth Management, LLC
INCREASED7,8203,841+3,979+104%$1.2M$3.5M+$2.3M2026-10-20
Diversify Advisory Services, LLC
INCREASED7,8203,841+3,979+104%$1.2M$3.5M+$2.3M2026-10-20
Larson Financial Group LLC
INCREASED7,8117,142+669+9%$1.9M$3.0M+$1.2M2026-11-05
IFP Advisors, Inc
INCREASED7,6857,601+84+1%$2.0M$3.0M+$999.2K2026-10-16
Fulcrum Asset Management LLP
INCREASED7,68111+7,670+69727%$2.9K$3.0M+$3.0M2026-11-04
Harbor Capital Advisors, Inc.
INCREASED7,6367,585+51+1%$2.0M$3.0K-$2.0M2026-10-22
Kathmere Capital Management, LLC
DECREASED7,5987,839-241-3%$2.0M$2.9M+$903.5K2026-10-20
Smithbridge Asset Management Inc
DECREASED7,5927,691-99-1%$2.0M$2.9M+$939.7K2026-10-19
River Street Advisors LLC
DECREASED7,48312,385-4,902-40%$3.2M$2.9M-$325.1K2026-10-22
Securian Asset Management, Inc
DECREASED7,4797,890-411-5%$2.4M$2.9M+$455.8K2026-11-06
Williams Jones Wealth Management, Llc.
DECREASED7,3699,177-1,808-20%$2.4M$2.9M+$466.2K2026-11-05
Greenfield Savings Bank
DECREASED7,3567,393-370%$1.9M$2.9M+$925.8K2026-10-07
Cantor Fitzgerald Investment Advisors L.P.
NEW7,330—+7,330——$2.8M—2026-10-21
Financial Synergies Wealth Advisors, Inc.
DECREASED7,1759,164-1,989-22%$2.4M$2.8M+$394.6K2026-10-16
Sigma Planning Corp
INCREASED7,1717,142+29+0%$1.9M$2.8M+$919.3K2026-10-23
Catherine Avery Investment Management LLC
DECREASED7,1057,196-91-1%$1.9M$2.8M+$879.8K2026-10-14
Apella Capital, LLC
INCREASED7,0876,782+305+5%$1.8M$3.0M+$1.2M2026-10-08
Access Financial Services, Inc.
DECREASED7,0329,268-2,236-24%$2.4M$2.7M+$311.9K2026-11-09
Neumann Capital Management, LLC
NEW6,830—+6,830——$2.6M—2026-10-15
New England Research & Management, Inc.
NEW6,825—+6,825——$2.6M—2026-10-16
Myriad Asset Management Advisors LLC
DECREASED6,81510,869-4,054-37%$2.8M$2.6M-$189.0K2026-11-03
Carolina Wealth Advisors, LLC
INCREASED6,65318+6,635+36861%$4.7K$2.6M+$2.6M2026-10-23
Krilogy Financial LLC
INCREASED6,6386,308+330+5%$1.6M$2.9M+$1.3M2026-10-13
Florida Trust Wealth Management Co
INCREASED6,6376,130+507+8%$1.6M$2.6M+$976.1K2026-11-05
Wright Investors Service Inc
DECREASED6,6316,896-265-4%$1.8M$2.6M+$774.2K2026-11-02
Ables, Iannone, Moore & Associates, Inc.
DECREASED6,6046,763-159-2%$1.8M$2.6M+$798.4K2026-10-06
Impact Partnership Wealth, LLC
DECREASED6,5408,011-1,471-18%$2.1M$2.5M+$448.6K2026-11-09
Twin Tree Management, LP
DECREASED6,5226,624-102-2%$1.7M$2.5M+$802.8K2026-11-10
V-Square Quantitative Management LLC
DECREASED6,5146,708-194-3%$1.7M$2.5M+$777.9K2026-10-15
Bryn Mawr Trust Advisors, LLC
INCREASED6,4736,451+22+0%$1.7M$2.5M+$828.7K2026-11-04
Venture Visionary Partners LLC
INCREASED6,4235,897+526+9%$1.5M$2.5M+$953.8K2026-10-07
Delta Financial Advisors LLC
INCREASED6,4046,214+190+3%$1.6M$2.5M+$863.9K2026-10-27
Greenleaf Trust
DECREASED6,3977,190-793-11%$1.9M$2.5M+$607.0K2026-10-29
Legacy Trust
DECREASED6,3896,694-305-5%$1.7M$2.6M+$810.0K2026-11-06
Avior Wealth Management, LLC
DECREASED6,3887,859-1,471-19%$2.0M$2.5M+$429.1K2026-10-13
Wesbanco Bank Inc
DECREASED6,3837,100-717-10%$1.8M$2.5M+$625.0K2026-11-04
Manske Wealth Management
INCREASED6,3145,918+396+7%$1.5M$2.4M+$905.9K2026-10-26
Tema Etfs LLC
INCREASED6,2966,270+26+0%$1.6M$2.4M+$807.4K2026-10-16
FCG Investment Co
INCREASED6,2765,447+829+15%$1.4M$2.4M+$1.0M2026-10-13
Moors & Cabot, Inc.
DECREASED6,2286,594-366-6%$1.7M$2.4M+$696.8K2026-11-06
Azzad Asset Management Inc
DECREASED6,1886,232-44-1%$1.6M$2.4M+$775.3K2026-11-04
KCM Investment Advisors LLC
DECREASED6,0756,764-689-10%$1.8M$2.4M+$593.1K2026-10-27
GoalVest Advisory LLC
DECREASED6,0196,169-150-2%$1.6M$2.3M+$726.4K2026-10-02
Linscomb Wealth, Inc.
UNCHANGED5,9725,97200%$1.6M$2.3M+$759.4K2026-11-05
Oak Thistle LLC
NEW5,962—+5,962——$2.3M—2026-10-21
Teamwork Financial Advisors, LLC
DECREASED5,96218,445-12,483-68%$4.8M$2.3M-$2.5M2026-10-19
Brookstone Capital Management
DECREASED5,9477,221-1,274-18%$1.9M$2.3M+$424.5K2026-10-22
MFG Wealth Management, Inc.
DECREASED5,9346,804-870-13%$1.8M$2.3M+$528.2K2026-10-09
Parsons Capital Management Inc
INCREASED5,8975,386+511+9%$1.4M$2.3M+$883.0K2026-10-28
Cypress Wealth Services, LLC
INCREASED5,8915,886+5+0%$1.5M$2.5M+$936.6K2026-10-21
Forteris Wealth Management Inc.
UNCHANGED5,8845,88400%$1.5M$2.3M+$748.3K2026-10-13
Lewis Asset Management, LLC
DECREASED5,8385,913-75-1%$1.5M$2.3M+$723.1K2026-10-14
Kennondale Capital Management LLC
UNCHANGED5,8255,82500%$1.5M$2.3M+$740.8K2026-11-09
Kestra Investment Management, LLC
INCREASED5,807890+4,917+552%$231.8K$2.3M+$2.0M2026-11-04
Sagespring Wealth Partners, LLC
INCREASED5,7695,068+701+14%$1.3M$2.2M+$916.2K2026-10-22
Archford Capital Strategies, LLC
INCREASED5,7585,103+655+13%$1.3M$2.2M+$902.8K2026-10-19
Sather Financial Group Inc
UNCHANGED5,7555,75500%$1.5M$2.2M+$731.9K2026-10-30
Ascentis Independent Advisors
INCREASED5,73711+5,726+52055%$2.9K$2.2M+$2.2M2026-11-03
Koshinski Asset Management, Inc.
INCREASED5,7325,638+94+2%$1.5M$2.2M+$753.3K2026-10-29
Moody National Bank Trust Division
DECREASED5,7177,295-1,578-22%$1.9M$2.2M+$316.1K2026-10-06
Westwind Capital
INCREASED5,7065,529+177+3%$1.4K$2.2K+$7722026-10-08
Mccarter Private Wealth Services LLC
DECREASED5,6985,868-170-3%$1.5M$2.2M+$680.3K2026-10-22
Garrett Wealth Advisory Group, LLC
UNCHANGED5,6605,66000%$1.5M$2.2M+$719.8K2026-10-22
Rockland Trust Co
DECREASED5,6515,669-180%$1.5M$2.2M+$714.0K2026-10-05
Patton Fund Management, Inc.
DECREASED5,62710,025-4,398-44%$2.6M$2.2M-$429.8K2026-10-13
Leavell Investment Management, Inc.
INCREASED5,6134,701+912+19%$1.2M$2.2M+$951.3K2026-11-09
Pekin Hardy Strauss, Inc.
DECREASED5,6025,640-38-1%$1.5M$2.2M+$702.5K2026-11-02
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED5,5984,658+940+20%$1.2M$2.2M+$956.7K2026-10-27
Quadrant Capital Group LLC
DECREASED5,5255,653-128-2%$1.5M$2.5M+$1.0M2026-10-20
Argyle Capital Management, LLC
UNCHANGED5,5005,50000%$1.4M$2.1M+$699.4K2026-10-28
Atlantic Edge Private Wealth Management, LLC
DECREASED5,4937,661-2,168-28%$2.0M$2.1M+$134.0K2026-10-20
Csenge Advisory Group
DECREASED5,4925,908-416-7%$1.5M$2.1M+$589.9K2026-11-04
Kendall Capital Management
DECREASED5,3505,445-95-2%$1.4M$2.1M+$655.6K2026-10-23
Signaturefd, LLC
INCREASED5,3334,096+1,237+30%$1.1M$2.1M+$1.0M2026-10-23
Bank of Nova Scotia Trust Co
INCREASED5,3185,299+19+0%$1.4M$2.1M+$681.2K2026-11-10
180 Wealth Advisors, LLC
INCREASED5,3175,289+28+1%$1.4M$2.1M+$683.5K2026-11-03
Ballast, Inc.
DECREASED5,3076,217-910-15%$1.6M$2.1M+$437.9K2026-10-20
DMC Group, LLC
INCREASED5,3005,222+78+1%$1.4M$2.1M+$694.3K2026-10-26
Wealthstar Advisors, LLC
DECREASED5,2686,542-1,274-19%$1.7M$2.0M+$338.2K2026-10-19
Turning Point Benefit Group, Inc.
DECREASED5,2586,455-1,197-19%$1.7M$2.1M+$457.8K2026-10-28
LBP AM SA
DECREASED5,2275,471-244-4%$1.4M$2.0M+$601.2K2026-11-06
Point Nemo Capital, LLC
INCREASED5,2245,134+90+2%$1.3M$2.0M+$687.7K2026-11-03
Fearless Solutions, LLC dba Best Invest
DECREASED5,2025,210-80%$1.4M$2.0M+$659.5K2026-10-14
Nicholas Wealth, Llc.
DECREASED5,1715,315-144-3%$1.4M$2.0M+$620.0K2026-10-26
Purkiss Capital Advisors LLC
INCREASED5,0885,084+4+0%$1.3M$2.0M+$648.2K2026-11-06
Aprio Wealth Management, LLC
INCREASED5,0674,335+732+17%$1.1M$2.0M+$835.0K2026-10-28
E&G Advisors, LLC
UNCHANGED5,0185,01800%$1.3M$1.9M+$638.1K2026-10-13
Sovran Advisors, LLC
INCREASED4,9794,928+51+1%$1.5M$1.9M+$441.8K2026-11-02
Rosenberg Matthew Hamilton
UNCHANGED4,9324,93200%$1.3M$1.9M+$627.2K2026-10-05
Quad-Cities Investment Group, LLC
DECREASED4,9285,289-361-7%$1.4M$1.9M+$532.8K2026-10-16
denkapparat Operations GmbH
UNCHANGED4,9144,91400%$1.3M$1.9M+$624.9K2026-11-09
Personal CFO Solutions, LLC
DECREASED4,8635,729-866-15%$1.5M$1.9M+$392.8K2026-11-06
Farmers & Merchants Trust Co of Chambersburg PA
DECREASED4,8275,897-1,070-18%$1.5M$1.9K-$1.5M2026-10-14
Strategy Asset Managers LLC
INCREASED4,8124,504+308+7%$1.2M$1.9M+$692.2K2026-10-14
Decision Investments, Inc
DECREASED4,7944,801-70%$1.3M$1.9M+$607.8K2026-10-07
Wedbush Securities Inc
INCREASED4,7934,159+634+15%$1.1M$1.9K-$1.1M2026-10-22
Athena Wealth Management, LLC
INCREASED4,7554,751+4+0%$1.2M$1.8M+$605.7K2026-10-09
Zega Investments, LLC
DECREASED4,7455,217-472-9%$1.4M$1.8M+$480.5K2026-11-04
Verdence Capital Advisors LLC
INCREASED4,7394,512+227+5%$1.2M$1.8M+$661.9K2026-10-26
Realta Investment Advisors
INCREASED4,7102,756+1,954+71%$717.7K$1.8M+$1.1M2026-10-14
VestGen Advisors, LLC
INCREASED4,7014,267+434+10%$1.1M$1.8M+$710.9K2026-10-27
Norden Group LLC
DECREASED4,6664,833-167-3%$1.3M$1.8M+$550.2K2026-10-20
Phoenix Financial Ltd.
DECREASED4,6616,885-2,224-32%$1.8M$1.8M+$16.1K2026-11-09
111 Capital
INCREASED4,6511,519+3,132+206%$395.6K$1.8M+$1.4M2026-11-03
Intesa Sanpaolo Wealth Management
INCREASED4,6324,572+60+1%$1.2M$1.8M+$604.7K2026-10-28
Grimes & Co Wealth Management, LLC
INCREASED4,6144,560+54+1%$1.2M$1.8M+$600.7K2026-10-29
Gradient Investments LLC
DECREASED4,6014,810-209-4%$1.3M$1.8M+$530.7K2026-10-08
Kingswood Wealth Advisors, LLC
DECREASED4,5564,980-424-9%$1.3M$1.8M+$468.7K2026-10-23
Midwest Trust Co
DECREASED4,5534,558-50%$1.2M$1.8M+$577.7K2026-10-22
Institute for Wealth Management, Llc.
INCREASED4,5314,417+114+3%$1.2M$1.8M+$606.0K2026-11-06
Patrick M Sweeney & Associates, Inc
DECREASED4,5284,608-80-2%$1.2M$1.8M+$555.1K2026-10-22
Investors Research Corp
DECREASED4,5096,077-1,568-26%$1.6M$1.7M+$165.0K2026-10-07
Laraway Financial Advisors Inc
DECREASED4,4884,538-50-1%$1.2M$1.7M+$557.8K2026-11-09
Moody Lynn Lieberson & Walker, LLC
UNCHANGED4,4854,48500%$1.2M$1.7M+$570.4K2026-10-14
Portside Wealth Group, LLC
INCREASED4,4514,005+446+11%$1.0M$1.7M+$682.2K2026-10-20
Independent Financial Group, LLC
DECREASED4,4334,730-297-6%$1.2M$1.7M+$486.4K2026-10-13
Private Trust Co NA
INCREASED4,4184,199+219+5%$1.1M$1.7M+$618.7K2026-10-20
Symphony Financial, Ltd. Co.
DECREASED4,4154,612-197-4%$1.2M$1.7M+$522.2K2026-10-22
Harbour Investments, Inc.
DECREASED4,4136,018-1,605-27%$1.6M$1.7M+$143.2K2026-11-09
Cornerstone Wealth Management, LLC
INCREASED4,4134,286+127+3%$1.1M$1.7M+$594.2K2026-11-04
Keudell ison Wealth Management
DECREASED4,4104,630-220-5%$1.2M$1.7M+$503.5K2026-10-16
Private Advisory Group LLC
DECREASED4,4005,406-1,006-19%$1.4M$1.7M+$297.7K2026-11-06
Hara Capital LLC
UNCHANGED4,3954,39500%$1.1M$1.7M+$558.9K2026-10-30
Old Port Advisors
DECREASED4,3914,605-214-5%$1.2M$1.7M+$502.7K2026-10-23
Perigon Wealth Management, LLC
INCREASED4,3424,228+114+3%$1.1M$1.7M+$581.9K2026-10-22
Tectonic Advisors LLC
DECREASED4,2966,242-1,946-31%$1.6M$1.7M+$39.5K2026-10-22
Summa Corp.
DECREASED4,2505,400-1,150-21%$1.4M$1.6M+$241.0K2026-10-30
Patriot Financial Group Insurance Agency, LLC
DECREASED4,2144,422-208-5%$1.2M$1.6M+$481.5K2026-10-14
Brady Martz Wealth Solutions, LLC
DECREASED4,1604,394-234-5%$1.1M$1.6M+$468.1K2026-11-05
Aviance Capital Partners, LLC
UNCHANGED4,1354,13500%$1.1M$1.6M+$525.8K2026-10-29
B. Riley Wealth Advisors, Inc.
INCREASED4,1091,747+2,362+135%$465.2K$1.6M+$1.1M2026-10-13
MTM Investment Management, LLC
INCREASED4,1014,100+1+0%$1.1M$1.6M+$521.8K2026-10-30
Hennion & Walsh Asset Management, Inc.
DECREASED4,0945,551-1,457-26%$1.4M$1.6M+$141.2K2026-10-13
Axxcess Wealth Management, LLC
INCREASED4,0642,707+1,357+50%$705.1K$1.6M+$870.1K2026-10-21
Bill Few Associates, Inc.
INCREASED4,0223,999+23+1%$1.0M$1.6M+$517.4K2026-10-09
LEE Danner & Bass Inc
DECREASED4,0154,040-25-1%$1.1M$1.6M+$504.1K2026-10-27
Mullaney, Keating & Wright, Inc.
UNCHANGED4,0004,00000%$1.0M$1.6M+$508.7K2026-10-19
Cynosure Group, LLC
INCREASED3,9932,490+1,503+60%$648.5K$1.5M+$899.2K2026-11-03
Adirondack Trust Co
DECREASED3,9934,136-143-3%$1.1M$1.5M+$470.5K2026-10-14
CX Institutional
INCREASED3,9543,645+309+8%$949$1.5K+$5842026-10-02
Parkside Financial Bank & Trust
INCREASED3,9463,912+34+1%$1.0M$1.5M+$510.7K2026-10-27
Romano Brothers and Company
DECREASED3,9394,289-350-8%$1.1M$1.5M+$409.8K2026-10-22
Segment Wealth Management, LLC
UNCHANGED3,9043,90400%$1.0M$1.5M+$496.5K2026-10-26
Assetmark, Inc
INCREASED3,8882,952+936+32%$768.9K$1.5M+$738.2K2026-10-21
St. Johns Investment Management Company, LLC
INCREASED3,8833,865+18+0%$1.0M$1.5M+$498.5K2026-10-30
Western Wealth Management, LLC
DECREASED3,8343,903-69-2%$1.0M$1.5M+$469.5K2026-11-09
Cooper Financial Group
INCREASED3,8242,843+981+35%$740.4K$1.5M+$741.8K2026-10-07
Prudent Man Advisors, LLC
DECREASED3,8194,145-326-8%$1.1M$1.5M+$400.8K2026-11-03
Loudon Investment Management, LLC
DECREASED3,7944,219-425-10%$1.1M$1.5M+$371.8K2026-11-06
Burke & Herbert Bank & Trust Co
DECREASED3,7753,920-145-4%$1.0M$1.5M+$442.3K2026-11-02
Fortem Financial Group, LLC
DECREASED3,7323,832-100-3%$998.0K$1.4M+$448.6K2026-10-20
Aaron Wealth Advisors LLC
DECREASED3,7323,774-42-1%$982.9K$1.4M+$463.7K2026-10-13
Hilton Head Capital Partners, LLC
DECREASED3,7004,525-825-18%$1.2M$1.4M+$255.7K2026-10-23
Rydar Equities, Inc.
DECREASED3,6933,835-142-4%$1.2M$1.6M+$379.9K2026-10-13
QP Wealth Management, LLC
NEW3,672—+3,672——$1.4M—2026-10-20
Quantum Financial Partners LLC
INCREASED3,6652,602+1,063+41%$677.7K$1.4M+$742.8K2026-10-19
Bangor Savings Bank
INCREASED3,6643,651+13+0%$950.9K$1.4M+$469.3K2026-10-06
West Michigan Advisors, LLC
INCREASED3,6551,152+2,503+217%$300.0K$1.4M+$1.1M2026-11-09
Chesapeake Wealth Management
DECREASED3,6553,761-106-3%$979.5K$1.4M+$437.2K2026-11-09
Perpetual Ltd
DECREASED3,6364,024-388-10%$1.0M$1.4M+$361.3K2026-10-13
Lanark Financial, Inc.
DECREASED3,6063,975-369-9%$1.0M$1.4M+$362.1K2026-10-26
Arista Wealth Management, LLC
DECREASED3,5705,167-1,597-31%$1.3M$1.4M+$38.1K2026-10-29
FIG Financial Advisory Services Inc
NEW3,553—+3,553——$1.4M—2026-10-07
Range Financial Group LLC
NEW3,538—+3,538——$1.4M—2026-10-21
Means Investment Co., Inc.
DECREASED3,5323,628-96-3%$944.8K$1.4M+$424.2K2026-11-03
Carlson Financial, Inc.
INCREASED3,5213,509+12+0%$914.9K$1.4M+$450.0K2026-11-05
True North Advisors, LLC
DECREASED3,5193,811-292-8%$992.5K$1.4M+$371.6K2026-10-22
Parallel Advisors, LLC
INCREASED3,4893,201+288+9%$833.9K$1.4M+$518.3K2026-11-03
KG Capital Management
INCREASED3,4823,020+462+15%$786.5K$1.3M+$563.3K2026-10-15
Embree Financial Group
INCREASED3,4453,383+62+2%$881.2K$1.3M+$454.0K2026-10-22
RFG Advisory, LLC
INCREASED3,441946+2,495+264%$246.3K$1.3M+$1.1M2026-11-03
Vista Investment Partners LLC
DECREASED3,4043,418-140%$890.2K$1.3M+$429.2K2026-10-08
Bank Julius Baer & Co. Ltd, Zurich
INCREASED3,3963,020+376+12%$804.3K$1.3M+$512.4K2026-10-29
Barden Capital Management, Inc.
INCREASED3,3803,379+1+0%$880.0K$1.3M+$430.1K2026-10-09
Founders Financial Securities LLC
DECREASED3,3763,410-34-1%$888.0K$1.3M+$420.6K2026-10-28
Eads & Heald Wealth Management
DECREASED3,3744,018-644-16%$1.0M$1.3M+$261.3K2026-10-29
Everhart Financial Group, Inc.
INCREASED3,3643,145+219+7%$819.1K$1.3M+$484.8K2026-10-08
Forza Wealth Management, LLC
UNCHANGED3,3643,36400%$876.1K$1.3M+$427.8K2026-10-20
Bull Harbor Capital LLC
INCREASED3,3542,911+443+15%$758.1K$1.3M+$541.8K2026-11-10
Parcion Private Wealth LLC
INCREASED3,3512,896+455+16%$754.2K$1.3M+$544.6K2026-10-28
Biltmore Wealth Management, LLC
DECREASED3,3503,569-219-6%$929.5K$1.3M+$368.9K2026-10-09
Redhawk Wealth Advisors, Inc.
INCREASED3,3332,923+410+14%$761.3K$1.3M+$530.8K2026-10-14
Sunpointe, LLC
DECREASED3,3153,893-578-15%$1.0M$1.3M+$270.8K2026-10-22
Collective Family Office LLC
DECREASED3,3013,431-130-4%$893.6K$1.3M+$385.9K2026-10-05
Fiduciary Alliance LLC
DECREASED3,2823,312-30-1%$862.5K$1.3M+$409.5K2026-10-13
Mission Wealth Management, LP
DECREASED3,2194,456-1,237-28%$1.2M$1.2M+$87.1K2026-10-15
Baker Avenue Asset Management, LP
INCREASED3,2142,474+740+30%$644.4K$1.2M+$601.6K2026-11-06
Auxano Advisors, LLC
DECREASED3,2083,249-41-1%$846.2K$1.2M+$397.3K2026-11-06
Accel Wealth Management
INCREASED3,1992,418+781+32%$629.7K$1.2M+$610.4K2026-10-13
Tranquility Partners, LLC
INCREASED3,1912,470+721+29%$643.3K$1.2M+$593.6K2026-10-20
Childress Capital Advisors, LLC
INCREASED3,1903,037+153+5%$791.0K$1.2M+$445.5K2026-10-28
Sun Group Wealth Partners
DECREASED3,1873,273-86-3%$852.4K$1.2M+$382.9K2026-10-26
71 West Capital Partners
INCREASED3,1873,144+43+1%$818.8K$1.2M+$416.5K2026-11-04
Mather Group, Llc.
INCREASED3,1663,137+29+1%$816.9K$1.2M+$410.2K2026-10-14
Advisors Preferred, LLC
NEW3,162—+3,162——$1.3M—2026-11-09
Vicus Capital
DECREASED3,1493,348-199-6%$872.1K$1.2M+$348.4K2026-11-05
Magnolia Capital Management LTD
UNCHANGED3,1453,14500%$819$1.2K+$4002026-10-09
Belpointe Asset Management LLC
DECREASED3,1435,134-1,991-39%$1.3M$1.2M-$118.7K2026-11-09
HBK Sorce Advisory LLC
DECREASED3,1394,591-1,452-32%$1.4M$1.1M-$285.7K2026-11-06
Carnegie Investment Counsel
DECREASED3,1063,280-174-5%$854.2K$1.2M+$349.7K2026-10-20
Founders Capital Management
INCREASED3,1002,630+470+18%$685.0K$1.2M+$516.6K2026-10-13
Pinion Investment Advisors, LLC
DECREASED3,0843,202-118-4%$833.9K$1.2M+$361.5K2026-11-04
BankPlus Wealth Management LLC
DECREASED3,0603,146-86-3%$819.8K$1.2M+$366.0K2026-10-13
Mount Lucas Management LP
NEW3,053—+3,053——$1.2M—2026-11-09
Smith Salley Wealth Management
INCREASED3,0442,723+321+12%$709.2K$1.2M+$470.7K2026-11-03
Heritage Investors Management Corp
DECREASED3,0313,197-166-5%$833.0K$1.2K-$831.8K2026-10-29
Patten Group, Inc.
INCREASED3,0281,824+1,204+66%$475.0K$1.2M+$698.6K2026-10-26
Montecito Bank & Trust
UNCHANGED3,0263,02600%$788.1K$1.2M+$384.8K2026-10-01
Soltis Investment Advisors LLC
INCREASED3,0212,282+739+32%$594.4K$1.2M+$576.4K2026-10-28
Plancorp, LLC
INCREASED2,994702+2,292+327%$207.5K$1.2M+$989.2K2026-11-03
United Community Bank
DECREASED2,9943,106-112-4%$808.9K$1.2M+$351.6K2026-10-28
Centurion Wealth Management LLC
UNCHANGED2,9832,98300%$776.8K$1.2M+$379.3K2026-10-13
Essex Investment Management Co LLC
DECREASED2,9723,138-166-5%$817.3K$1.2M+$334.7K2026-10-19
Accurate Wealth Management, LLC
INCREASED2,9612,175+786+36%$610.5K$1.4M+$741.1K2026-10-20
Claro Advisors Inc.
INCREASED2,9561,947+1,009+52%$507.2K$1.1M+$638.7K2026-11-02
First Financial Bankshares Inc
DECREASED2,9482,950-20%$768.3K$1.1M+$374.4K2026-11-10
Appleton Partners Inc
DECREASED2,9443,029-85-3%$789.0K$1.1K-$787.9K2026-10-30
Silvia Mccoll Wealth Management, LLC
UNCHANGED2,9302,93000%$763.1K$1.1M+$372.6K2026-10-07
Stackstone Wealth, LLC
NEW2,926—+2,926——$1.1M—2026-10-19
Bosman Wealth Management, LLC
DECREASED2,9042,906-20%$756.8K$1.1M+$368.8K2026-10-28
North Forty Two & Co.
DECREASED2,9003,175-275-9%$826.9K$1.1M+$297.2K2026-10-19
Focused Alpha, LLC
DECREASED2,8852,961-76-3%$771.1K$1.1M+$347.2K2026-10-20
Morse Asset Management, Inc
DECREASED2,8833,600-717-20%$937.6K$1.1M+$179.9K2026-11-09
Armstrong Advisory Group, Inc
DECREASED2,8782,978-100-3%$775.6K$1.1M+$340.0K2026-10-09
Atlas Capital Advisors Inc.
DECREASED2,8683,050-182-6%$794.3K$127.3K-$667.0K2026-11-09
Curated Wealth Partners LLC
INCREASED2,8621,014+1,848+182%$264.1K$1.1M+$845.3K2026-10-15
Gryphon Financial Partners LLC
INCREASED2,8542,711+143+5%$706.0K$1.1M+$400.3K2026-11-04
Bria Capital Group, LLC
INCREASED2,8342,780+54+2%$724.0K$1.1M+$374.5K2026-10-22
Angeles Wealth Management, LLC
DECREASED2,8215,964-3,143-53%$1.6M$1.1M-$459.8K2026-10-26
Bullock Wealth Management Group
INCREASED2,8052,746+59+2%$739.9K$1.1M+$406.0K2026-10-09
Peregrine Asset Advisers, Inc.
INCREASED2,8002,706+94+3%$704.8K$1.1M+$380.6K2026-11-09
ARS Wealth Advisors Group, LLC
UNCHANGED2,8002,80000%$729.2K$1.1M+$356.1K2026-10-16
Nfsg Corp
INCREASED2,7912,733+58+2%$711.7K$1.1M+$370.1K2026-10-15
SYM Financial Corp
INCREASED2,7882,665+123+5%$694.1K$1.1M+$386.5K2026-10-26
International Assets Investment Management, LLC
INCREASED2,7632,650+113+4%$713.9K$1.1M+$414.5K2026-11-02
King Wealth Management Group
UNCHANGED2,7422,74200%$714.0K$1.1K-$712.9K2026-11-09
QTR Family Wealth, LLC
DECREASED2,7302,800-70-2%$729.3K$1.1M+$329.0K2026-11-02
Vaughan & Co Securities, Inc.
DECREASED2,7184,357-1,639-38%$1.1M$1.1M-$81.2K2026-10-23
Frank, Rimerman Advisors LLC
INCREASED2,7102,647+63+2%$689.4K$1.1M+$361.0K2026-10-16
Cigna Investments Inc
DECREASED2,7032,773-70-3%$722.0K$1.0K-$721.0K2026-10-19
Avestar Capital, LLC
INCREASED2,6972,125+572+27%$553.4K$1.0M+$491.9K2026-10-28
Gerber, LLC
UNCHANGED2,6922,69200%$701.1K$1.0M+$342.3K2026-10-21
Phoenix Wealth Advisors
DECREASED2,6912,713-22-1%$706.6K$1.0M+$336.5K2026-11-03
New Wave Wealth Advisors LLC
NEW2,683—+2,683——$1.2M—2026-10-19
Elyxium Wealth, LLC
INCREASED2,6672,555+112+4%$665.4K$1.0M+$368.3K2026-10-27
Gables Capital Management Inc.
UNCHANGED2,6652,66500%$694.1K$1.0M+$338.9K2026-11-04
Premier Path Wealth Partners, LLC
INCREASED2,6632,306+357+15%$600.5K$1.0M+$431.6K2026-10-16
Catalyst Financial Partners LLC
INCREASED2,6332,600+33+1%$677.1K$1.0M+$343.4K2026-11-06
Archer Investment Corp
DECREASED2,6322,735-103-4%$712.3K$1.0M+$307.9K2026-11-05
Cache Advisors, LLC
NEW2,615—+2,615——$1.0M—2026-10-16
Mesirow Financial Investment Management, Inc.
INCREASED2,6141,217+1,397+115%$316.9K$1.0M+$696.2K2026-11-05
Marin Bay Wealth Advisors, LLC
DECREASED2,6112,677-66-2%$697.4K$1.0M+$314.9K2026-10-28
Grove Bank & Trust
INCREASED2,6082,583+25+1%$672.7K$1.0M+$338.2K2026-10-08
Blue Trust, Inc.
DECREASED2,6043,112-508-16%$810.5K$1.0M+$198.8K2026-10-15
USA Financial Formulas
NEW2,603—+2,603——$1.0M—2026-10-16
Unique Wealth Strategies, LLC
UNCHANGED2,5802,58000%$671.9K$671.9K$02026-10-13
TriaGen Wealth Management LLC
NEW2,579—+2,579——$999.6K—2026-10-14
Capstone Capital Management Ltd
DECREASED2,5783,122-544-17%$813.1K$999.3K+$186.2K2026-10-21
TD Private Client Wealth LLC
INCREASED2,5732,539+34+1%$661.2K$997.3K+$336.0K2026-10-28
MCF Advisors LLC
INCREASED2,5592,432+127+5%$633.4K$991.9K+$358.5K2026-10-28
WBI Investments, LLC
INCREASED2,5442,202+342+16%$573.5K$986.0K+$412.4K2026-11-05
Centennial Wealth Advisory LLC
DECREASED2,5442,586-42-2%$673.7K$986.5K+$312.8K2026-10-16
LVW Advisors, LLC
INCREASED2,5391,706+833+49%$444.3K$984.1K+$539.8K2026-10-19
Financial Management Professionals, Inc.
DECREASED2,5362,615-79-3%$681.1K$983.0K+$301.9K2026-10-23
Moisand Fitzgerald Tamayo, LLC
INCREASED2,5282,520+8+0%$656.4K$980.0K+$323.6K2026-10-15
365 WMG Private Fund I: Primus Fund LLC
NEW2,508—+2,508——$972.1K—2026-10-20
Axecap Investments, LLC
DECREASED2,5086,510-4,002-61%$1.7M$972.1K-$723.3K2026-10-20
WealthPlan Investment Management, LLC
INCREASED2,4991,529+970+63%$398.2K$968.6K+$570.4K2026-10-15
Occidental Asset Management, LLC
DECREASED2,4982,541-43-2%$661.8K$968.3K+$306.5K2026-11-05
Freestone Capital Holdings, LLC
DECREASED2,4893,364-875-26%$876.1K$964.8K+$88.6K2026-11-09
Three Seasons Wealth, LLC
NEW2,474—+2,474——$958.9K—2026-11-03
Edgestream Partners, L.P.
DECREASED2,4734,800-2,327-48%$1.3M$958.6K-$291.6K2026-11-10
WealthBridge Capital Management, LLC
UNCHANGED2,4572,45700%$639.9K$952.4K+$312.5K2026-10-16
Total Wealth Planning & Management, Inc.
DECREASED2,4532,505-52-2%$652.3K$950.8K+$298.5K2026-10-23
Independence Bank of Kentucky
DECREASED2,4372,452-15-1%$638.6K$944.6K+$306.0K2026-10-26
Essex Bank
UNCHANGED2,4052,40500%$626.4K$932.2K+$305.8K2026-10-16
Nippon Life Global Investors Americas, Inc.
NEW2,370—+2,370——$918.6K—2026-10-29
Money Concepts Capital Corp
DECREASED2,3342,439-105-4%$635.2K$904.7K+$269.5K2026-11-06
Tctc Holdings, LLC
UNCHANGED2,3342,33400%$607.9K$904.7K+$296.8K2026-11-02
Root Financial Partners, LLC
INCREASED2,3081,761+547+31%$458.5K$894.4K+$435.9K2026-10-21
Crescent Sterling, Ltd.
DECREASED2,2802,975-695-23%$774.8K$883.8K+$108.9K2026-10-16
Compass Wealth Management LLC
UNCHANGED2,2772,27700%$593.0K$882.6K+$289.6K2026-10-22
Trust Co of Oklahoma
UNCHANGED2,2752,27500%$592.5K$881.8K+$289.3K2026-10-15
Trilogy Capital Inc.
INCREASED2,2462,058+188+9%$536.1K$870.6K+$334.5K2026-10-20
Armor Investment Advisors, LLC
INCREASED2,2242,219+5+0%$578.0K$862.1K+$284.2K2026-10-27
Scissortail Wealth Management, LLC
UNCHANGED2,2162,21600%$577.1K$859.0K+$281.8K2026-11-03
Baker Ellis Asset Management LLC
UNCHANGED2,2142,21400%$576.7K$858.4K+$281.6K2026-10-14
Northside Capital Management, LLC
DECREASED2,2132,463-250-10%$641.5K$857.8K+$216.3K2026-10-13
TBH Global Asset Management, LLC
UNCHANGED2,2082,20800%$575.1K$855.8K+$280.8K2026-11-03
M Holdings Securities, Inc.
NEW2,205—+2,205——$841—2026-11-03
Viewpoint Investment Partners Corp
UNCHANGED2,2002,20000%$573.0K$852.7K+$279.8K2026-10-26
Van Cleef Asset Management,Inc
UNCHANGED2,2002,20000%$573.0K$852.7K+$279.8K2026-10-20
Pacific Center for Financial Services
DECREASED2,1992,510-311-12%$653.8K$852.5K+$198.7K2026-10-15
Philadelphia Investment Partners, LLC
UNCHANGED2,1932,19300%$752.0K$752.0K$02026-11-09
Arkfeld Wealth Strategies, L.L.C.
DECREASED2,1822,407-225-9%$650.7K$925.3K+$274.7K2026-10-19
City Center Advisors, LLC
DECREASED2,1762,184-80%$568.8K$843.4K+$274.6K2026-10-08
Vanguard Capital Wealth Advisors
INCREASED2,1721,912+260+14%$498.0K$841.9K+$344.0K2026-10-16
Formidable Asset Management, LLC
UNCHANGED2,1672,16700%$535.4K$564.4K+$29.0K2026-11-03
Alta Advisers Ltd
INCREASED2,1571,142+1,015+89%$297.4K$836.1K+$538.7K2026-11-02
Spectrum Strategic Capital Management, LLC
DECREASED2,1522,797-645-23%$728.5K$834.1K+$105.7K2026-10-22
Wealthcare Advisory Partners LLC
DECREASED2,1072,214-107-5%$576.5K$816.7K+$240.2K2026-10-21
Appalachian Capital Management Ltd
UNCHANGED2,1002,10000%$546.9K$814.0K+$267.1K2026-10-14
TCI Wealth Advisors, Inc.
INCREASED2,0982,070+28+1%$539.1K$813.2K+$274.1K2026-10-30
West Family Investments, Inc.
DECREASED2,0982,106-80%$548.5K$813.2K+$264.7K2026-11-09
Silver OAK Securities, Incorporated
DECREASED2,0902,345-255-11%$610.7K$724.1K+$113.4K2026-11-09
First Command Advisory Services, Inc.
INCREASED2,086655+1,431+218%$170.6K$808.6K+$638.0K2026-11-05
Mattern Wealth Management LLC
UNCHANGED2,0832,08300%$542.5K$807.4K+$264.9K2026-11-04
Uptick Partners, LLC
INCREASED2,0811,937+144+7%$504.5K$806.5K+$302.0K2026-11-04
Laurel OAK Wealth Management, LLC
DECREASED2,0734,208-2,135-51%$1.1M$803.5K-$292.4K2026-10-19
Eagle Harbor Asset Management Inc
DECREASED2,0682,180-112-5%$567.9K$801.6K+$233.7K2026-10-21
State of Wyoming
DECREASED2,0673,414-1,347-39%$889.1K$801.2K-$88.0K2026-10-28
Traynor Capital Management, Inc.
DECREASED2,0652,100-35-2%$547.0K$800.3K+$253.3K2026-10-29
Oakmont Investment Advisors, Inc.
NEW2,059—+2,059——$798.1K—2026-10-21
Acropolis Investment Management, LLC
INCREASED2,0582,046+12+1%$532.9K$797.7K+$264.8K2026-10-08
AUA Capital Management, LLC
UNCHANGED2,0532,05300%$534.7K$795.8K+$261.1K2026-10-15
Parisi Gray Wealth Management
INCREASED2,0422,040+2+0%$531.2K$791.6K+$260.4K2026-10-16
Hantz Financial Services, Inc.
INCREASED2,0351,814+221+12%$472.0K$789-$471.2K2026-11-09
Riversedge Advisors, LLC
INCREASED2,0261,896+130+7%$493.8K$785.4K+$291.5K2026-10-09
Good Steward Wealth Advisors,LLC
DECREASED2,0132,038-25-1%$530.8K$780.3K+$249.5K2026-11-06
Credit Capital Investments LLC
UNCHANGED2,0002,00000%$520.9K$775.2K+$254.3K2026-10-22
Deseret Mutual Benefit Administrators
DECREASED1,9962,441-445-18%$635.7K$773.7K+$137.9K2026-11-04
Florida Financial Advisors, LLC
INCREASED1,9941,505+489+32%$392.5K$773.0K+$380.5K2026-11-09
Clearwave Capital, LLC
DECREASED1,9902,189-199-9%$570.1K$771.3K+$201.2K2026-10-27
Howard Capital Management, LLC
DECREASED1,98225,560-23,578-92%$6.7M$768.2K-$5.9M2026-10-16
Uhlmann Price Securities, LLC
DECREASED1,9822,650-668-25%$689.7K$768.5K+$78.8K2026-11-03
AdvisorShares Investments LLC
UNCHANGED1,9801,98000%$515.7K$767.5K+$251.8K2026-11-09
Dynamic Advisor Solutions LLC
INCREASED1,9571,772+185+10%$461.6K$758.4K+$296.8K2026-10-13
Leonteq Securities AG
DECREASED1,9343,086-1,152-37%$803.7K$749.6K-$54.1K2026-10-29
Versant Capital Management, Inc
DECREASED1,9281,966-38-2%$512.0K$747.3K+$235.3K2026-10-02
MBL Wealth, LLC
INCREASED1,925825+1,100+133%$214.9K$746.2K+$531.3K2026-10-22
Trust Co of Toledo NA
INCREASED1,9151,850+65+4%$481.8K$742.3K+$260.5K2026-10-16
Wespac Advisors, LLC
INCREASED1,9131,065+848+80%$277.4K$741.5K+$464.1K2026-10-26
Sustainable Insight Capital Management, LLC
DECREASED1,9002,400-500-21%$625.1K$736.5K+$111.4K2026-11-06
Curbstone Financial Management Corp
DECREASED1,8901,940-50-3%$505.3K$732.6K+$227.3K2026-10-21
Wealth Alliance Advisory Group, LLC
INCREASED1,8841,799+85+5%$468.5K$730.3K+$261.7K2026-10-14
BIP Wealth, LLC
INCREASED1,8831,879+4+0%$489.4K$729.9K+$240.5K2026-10-22
Providence First Trust Co
DECREASED1,8643,794-1,930-51%$988.0K$722.5K-$265.5K2026-11-02
WIN Advisors, Inc
NEW1,863—+1,863——$722.1K—2026-11-06
Atticus Wealth Management, LLC
UNCHANGED1,8631,86300%$485.1K$722.0K+$236.9K2026-10-20
LongView Wealth Management
DECREASED1,8611,877-16-1%$488.8K$721.3K+$232.5K2026-10-19
Oakworth Capital, Inc.
UNCHANGED1,8601,86000%$492.2K$721.0K+$228.8K2026-10-26
Hamilton Capital, LLC
DECREASED1,8272,315-488-21%$603.0K$708.3K+$105.4K2026-10-08
Supplemental Annuity Collective Trust of NJ
DECREASED1,8221,904-82-4%$495.9K$706.2K+$210.3K2026-11-02
Signature Estate & Investment Advisors LLC
INCREASED1,8211,536+285+19%$401.5K$705.6K+$304.1K2026-10-13
PDS Planning, Inc
INCREASED1,8131,806+7+0%$470.4K$702.7K+$232.4K2026-11-03
Berman McAleer LLC
DECREASED1,8101,815-50%$472.7K$701.6K+$228.9K2026-10-16
Cottage Street Advisors LLC
INCREASED1,8061,350+456+34%$351.6K$700.0K+$348.4K2026-10-19
Tcfg Investment Advisors, LLC
DECREASED1,8041,857-53-3%$483.6K$699.2K+$215.6K2026-10-20
Argentarii, LLC
INCREASED1,7991,798+1+0%$582.4K$697.3K+$114.9K2026-10-28
Diversified Enterprises, LLC
INCREASED1,7951,563+232+15%$407.1K$695.8K+$288.7K2026-10-19
Eddie Patel Inc
INCREASED1,7941,584+210+13%$412.5K$695.5K+$283.0K2026-11-02
PFG Advisors
DECREASED1,7941,832-38-2%$477.2K$695.4K+$218.2K2026-10-16
Obsidian CIO, LLC
INCREASED1,7941,782+12+1%$464.2K$695.3K+$231.0K2026-11-05
Guinness Atkinson Asset Management Inc
DECREASED1,7892,496-707-28%$650.1K$693.4K+$43.4K2026-11-05
55 North Private Wealth, LLC
INCREASED1,7871,666+121+7%$434.0K$692.6K+$258.6K2026-10-20
Guyasuta Investment Advisors Inc
INCREASED1,7851,781+4+0%$464.0K$692.1K+$228.1K2026-10-15
Focus Financial Network, Inc.
DECREASED1,7811,850-69-4%$481.8K$690.5K+$208.8K2026-10-14
LCM Capital Management Inc
UNCHANGED1,7801,78000%$463.6K$690.0K+$226.4K2026-10-20
Connecticut Wealth Management, LLC
DECREASED1,7693,546-1,777-50%$923.5K$685.7K-$237.8K2026-10-13
Ascentis Wealth Management, LLC
INCREASED1,759532+1,227+231%$138.6K$681.8K+$543.2K2026-11-03
Cyndeo Wealth Partners, LLC
INCREASED1,7501,734+16+1%$451.6K$678.3K+$226.7K2026-10-16
Bingham Private Wealth, LLC
INCREASED1,7451,673+72+4%$435.7K$676.4K+$240.7K2026-11-05
United Advisor Group, LLC
NEW1,742—+1,742——$675.2K—2026-11-03
Able Financial Group, LLC
DECREASED1,7411,837-96-5%$478.4K$674.8K+$196.4K2026-10-14
Resonant Capital Advisors, LLC
INCREASED1,7301,534+196+13%$399.5K$670.6K+$271.1K2026-10-15
Patten & Patten Inc
DECREASED1,7291,744-15-1%$454.3K$670.3K+$216.0K2026-10-26
Family Legacy, Inc.
INCREASED1,705848+857+101%$220.9K$660.9K+$440.0K2026-10-13
Generali Investments Towarzystwo Funduszy Inwestycyjnych
DECREASED1,7002,000-300-15%$520.9K$658.9K+$138.1K2026-11-06
Sava Infond d.o.o.
UNCHANGED1,7001,70000%$442.7K$658.9K+$216.2K2026-10-28
Intelligence Driven Advisers, LLC
INCREASED1,6991,625+74+5%$423.2K$658.4K+$235.2K2026-10-09
Kozak & Associates, Inc.
INCREASED1,6921,686+6+0%$454.3K$657.3K+$202.9K2026-10-29
HBW Advisory Services LLC
INCREASED1,6911,443+248+17%$375.7K$655.6K+$279.9K2026-10-15
Meridian Wealth Management, LLC
DECREASED1,6871,754-67-4%$456.9K$654.0K+$197.1K2026-11-05
CoreCap Advisors, LLC
DECREASED1,6841,781-97-5%$463.9K$653.0K+$189.1K2026-10-08
Almanack Investment Partners, Llc.
INCREASED1,6621,491+171+11%$388.2K$644.2K+$256.0K2026-11-03
Jeppson Wealth Management, LLC
UNCHANGED1,6561,65600%$431.3K$641.9K+$210.6K2026-10-20
Oak Asset Management, LLC
UNCHANGED1,6531,65300%$430.5K$640.7K+$210.2K2026-10-13
Lowe Brockenbrough & Co Inc
INCREASED1,6481,528+120+8%$398.0K$638.8K+$240.8K2026-11-09
Philadelphia Trust Co
UNCHANGED1,6441,64400%$428.0K$637-$427.4K2026-11-05
Verus Capital Partners, LLC
DECREASED1,6351,883-248-13%$490.5K$633.6K+$143.0K2026-11-03
Asset Allocation & Management Company, LLC
UNCHANGED1,6341,63400%$426$633+$2072026-10-13
Generali Investments, Management Co LLC
DECREASED1,6291,796-167-9%$467.8K$631.4K+$163.7K2026-10-19
Asset One Wealth Management LLC
INCREASED1,6261,401+225+16%$409.9K$630.1K+$220.2K2026-11-02
Kercheville Advisors, LLC
DECREASED1,6221,798-176-10%$468.2K$628.6K+$160.4K2026-10-19
Strategic Blueprint, LLC
DECREASED1,6211,987-366-18%$517.4K$628.3K+$110.9K2026-10-22
City State Bank
INCREASED1,6211,574+47+3%$409.9K$628.3K+$218.4K2026-10-20
Probity Advisors, Inc.
DECREASED1,6191,642-23-1%$427.7K$627.7K+$200.0K2026-10-23
JFS Wealth Advisors, LLC
UNCHANGED1,6181,61800%$421.5K$627.2K+$205.8K2026-11-03
Rothwell Investment Advisors, LLC
NEW1,615—+1,615——$625.9K—2026-11-06
Facet Wealth, Inc.
INCREASED1,6151,149+466+41%$299.2K$626.0K+$326.7K2026-11-04
Oslo Pensjonsforsikring AS
DECREASED1,6062,027-421-21%$527.9K$622.5K+$94.6K2026-10-15
Cullinan Associates Inc
DECREASED1,6001,700-100-6%$442.7K$620.2K+$177.4K2026-11-03
Thompson Siegel & Walmsley LLC
UNCHANGED1,6001,60000%$417.0K$620-$416.4K2026-11-05
Covenant Asset Management, LLC
UNCHANGED1,5901,59000%$414.1K$616.3K+$202.2K2026-10-14
Silverlake Wealth Management LLC
UNCHANGED1,5871,58700%$413.3K$615.3K+$202.0K2026-10-21
First Horizon Corp
UNCHANGED1,5861,58600%$413.1K$614.7K+$201.7K2026-10-26
Golden State Wealth Management, LLC
INCREASED1,5731,279+294+23%$333.1K$609.8K+$276.7K2026-11-02
Peterson Wealth Services
INCREASED1,5731,399+174+12%$364.3K$609.6K+$245.3K2026-10-26
Meadow Creek Wealth Advisors LLC
DECREASED1,5621,570-8-1%$408.9K$605.4K+$196.6K2026-11-02
Searle & Co.
UNCHANGED1,5581,55800%$405.8K$603.9K+$198.1K2026-11-04
KPP Advisory Services LLC
DECREASED1,5542,406-852-35%$626.6K$602.3K-$24.3K2026-10-26
Waterway Wealth Management, LLC
DECREASED1,5522,031-479-24%$529.0K$601.7K+$72.7K2026-10-28
Bison Wealth, LLC
DECREASED1,5521,611-59-4%$435.4K$676.7K+$241.3K2026-10-13
RHS Financial, LLC
NEW1,551—+1,551——$601.2K—2026-10-13
AMG National Trust Bank
UNCHANGED1,5501,55000%$403.7K$600.8K+$197.1K2026-11-05
Clifford Swan Investment Counsel LLC
UNCHANGED1,5501,55000%$403.7K$600.8K+$197.1K2026-11-05
IFG Advisory, LLC
INCREASED1,5301,330+200+15%$346.4K$593.2K+$246.8K2026-11-09
Integrated Advisors Network LLC
INCREASED1,5291,481+48+3%$385.8K$592.5K+$206.7K2026-10-20
Motco
INCREASED1,5271,287+240+19%$335.2K$591.9K+$256.7K2026-11-09
Verum Partners LLC
INCREASED1,5271,521+6+0%$396.0K$591.8K+$195.8K2026-10-21
Tactive Advisors, LLC
NEW1,519—+1,519——$588.8K—2026-10-08
Colonial River Investments, LLC
UNCHANGED1,5181,51800%$395.3K$588.4K+$193.0K2026-10-19
SAX Wealth Advisors, LLC
DECREASED1,5131,841-328-18%$454.8K$586.6K+$131.8K2026-10-13
1900 Wealth Management LLC
INCREASED1,5051,204+301+25%$313.6K$583.5K+$269.9K2026-10-13
Mindset Wealth Management, LLC
INCREASED1,5001,400+100+7%$364.6K$581.4K+$216.8K2026-10-19
SevenBridge Financial Group, LLC
UNCHANGED1,5001,50000%$447.5K$650.1K+$202.7K2026-10-26
U S Global Investors Inc
UNCHANGED1,5001,50000%$390.7K$581.4K+$190.8K2026-10-22
SmartHarvest Portfolios, LLC
DECREASED1,4981,909-411-22%$497.2K$580.5K+$83.3K2026-10-26
Relyea Zuckerberg Hanson LLC
DECREASED1,4911,514-23-2%$394.3K$578.0K+$183.6K2026-10-20
Emerald Advisors, LLC
DECREASED1,4812,705-1,224-45%$704.5K$574.2K-$130.4K2026-10-13
Security National Bank
UNCHANGED1,4811,48100%$385.7K$574.1K+$188.3K2026-10-26
Turtle Creek Wealth Advisors, LLC
INCREASED1,4801,429+51+4%$372.2K$573.8K+$201.5K2026-10-15
Gallacher Capital Management LLC
NEW1,476—+1,476——$572.2K—2026-10-30
Legacy Financial Advisors, Inc.
INCREASED1,4721,358+114+8%$353.8K$570.7K+$216.9K2026-11-09
Michels Family Financial, LLC
DECREASED1,4352,270-835-37%$591.1K$556.3K-$34.8K2026-11-02
Lester Murray Antman dba SimplyRich
UNCHANGED1,4351,43500%$373.0K$556.2K+$183.2K2026-11-06
Ferguson Wellman Capital Management, Inc
UNCHANGED1,4341,43400%$373.5K$555.8K+$182.4K2026-10-05
Benchmark Financial Wealth Advisors, LLC
INCREASED1,4301,246+184+15%$324.5K$554.4K+$229.9K2026-10-20
Towne Trust Company, N.a
DECREASED1,4301,500-70-5%$390.7K$554.3K+$163.6K2026-10-28
Vigilare Wealth Management
DECREASED1,4262,739-1,313-48%$713.3K$552.7K-$160.6K2026-10-29
Orange Investment Advisors, Inc.
UNCHANGED1,4251,42500%$371.1K$552.3K+$181.2K2026-10-23
Naples Global Advisors, LLC
INCREASED1,4221,420+2+0%$369.9K$551.2K+$181.3K2026-11-05
Zullo Investment Group, Inc.
INCREASED1,4211,418+3+0%$369.4K$551.1K+$181.7K2026-10-20
Drive Wealth Management, LLC
DECREASED1,4161,507-91-6%$392.5K$548.9K+$156.5K2026-11-09
Robertson Stephens Wealth Management, LLC
INCREASED1,4121,280+132+10%$333.4K$547.3K+$213.9K2026-10-16
Aspiriant, LLC
INCREASED1,409830+579+70%$216.2K$546.1K+$330.0K2026-10-16
Newman Dignan & Sheerar, Inc.
DECREASED1,4061,445-39-3%$376.3K$545.0K+$168.7K2026-10-21
Stockman Wealth Management, Inc.
UNCHANGED1,4001,40000%$364.6K$542.7K+$178.0K2026-10-27
Syverson Strege & Co
DECREASED1,3981,400-20%$364.6K$541.9K+$177.3K2026-11-02
Obermeyer Wealth Partners
DECREASED1,3891,421-32-2%$370.1K$538.4K+$168.3K2026-10-21
Pension & Wealth Management Advisors, Inc.
INCREASED1,38110+1,371+13710%$2.6K$535.3K+$532.7K2026-10-16
XXI Wealth, LLC
INCREASED1,3631,168+195+17%$304.2K$528.3K+$224.1K2026-10-22
Fractal Investments LLC
UNCHANGED1,3601,36000%$354.2K$527.2K+$173.0K2026-10-28
Ledyard National Bank
DECREASED1,3551,895-540-28%$493.5K$525.2K+$31.7K2026-10-21
Southland Equity Partners LLC
DECREASED1,3441,350-60%$351.6K$521.0K+$169.4K2026-10-14
Commonwealth Financial Services, LLC
DECREASED1,3401,467-127-9%$381.9K$519.4K+$137.4K2026-10-20
Narus Financial Partners, LLC
DECREASED1,3391,453-114-8%$378.4K$519.0K+$140.6K2026-10-19
Galvin, Gaustad & Stein, LLC
DECREASED1,3381,339-10%$348.7K$518.9K+$170.3K2026-10-08
PUREfi Wealth, LLC
INCREASED1,3291,324+5+0%$344.8K$515.1K+$170.3K2026-10-19
Fortitude Advisory Group L.L.C.
UNCHANGED1,3261,32600%$345.3K$514.0K+$168.6K2026-10-15
Morton Capital Management LLC
UNCHANGED1,3161,31600%$342.7K$510.1K+$167.4K2026-10-23
Beacon Financial Advisory LLC
INCREASED1,3121,217+95+8%$317.0K$508.7K+$191.7K2026-10-16
Canopy Partners, LLC
INCREASED1,3121,300+12+1%$338.6K$508.5K+$170.0K2026-10-28
Pine Valley Investments Ltd Liability Co
INCREASED1,3021,168+134+11%$304.1K$504.6K+$200.5K2026-11-09
First Community Trust NA
UNCHANGED1,3001,30000%$338.6K$503.9K+$165.3K2026-10-07
Fire Capital Management LLC
UNCHANGED1,3001,30000%$338.6K$503.9K+$165.3K2026-10-27
Optas, LLC
INCREASED1,2801,232+48+4%$320.9K$496.1K+$175.3K2026-11-09
Martel Wealth Advisors LLC
UNCHANGED1,2731,27300%$331.5K$493.4K+$161.9K2026-10-14
Orrstown Financial Services Inc
DECREASED1,2691,399-130-9%$364.4K$491.9K+$127.5K2026-10-14
Certuity, LLC
INCREASED1,2641,248+16+1%$324.9K$489.9K+$165.0K2026-11-02
Grey Fox Wealth Advisors, LLC
DECREASED1,2561,418-162-11%$369.3K$486.8K+$117.5K2026-11-03
Hurley Capital, LLC
UNCHANGED1,2551,25500%$326.9K$486.5K+$159.6K2026-11-05
Elevatus Welath Management
NEW1,252—+1,252——$485.4K—2026-10-19
Amarillo National Bank
UNCHANGED1,2501,25000%$325.6K$484.5K+$159.0K2026-10-23
CFS Investment Advisory Services, LLC
INCREASED1,2441,236+8+1%$331.0K$521.5K+$190.6K2026-10-19
Woodward Financial Advisors, Inc.
INCREASED1,2431,242+1+0%$323.5K$481.8K+$158.3K2026-10-19
Trueblood Wealth Management, LLC
INCREASED1,2411,240+1+0%$322.9K$481.1K+$158.2K2026-10-23
Jackson Square Capital, LLC
DECREASED1,2392,411-1,172-49%$627.9K$480.2K-$147.7K2026-10-19
PFS Partners, LLC
INCREASED1,2391,237+2+0%$322.3K$480.3K+$158.1K2026-10-21
Mascagni Wealth Management, Inc.
INCREASED1,2381,236+2+0%$322.0K$479.8K+$157.9K2026-10-23
Daviman Financial, LLC
UNCHANGED1,2351,23500%$321.6K$478.7K+$157.1K2026-11-06
Northbridge Financial Group, LLC
INCREASED1,232971+261+27%$252.9K$516.5K+$263.6K2026-11-05
Evergreen Capital Management LLC
INCREASED1,2321,174+58+5%$305.8K$477.5K+$171.8K2026-10-23
Essential Partners LLC
INCREASED1,2301,184+46+4%$308.4K$476.8K+$168.4K2026-10-14
Cultivar Capital, Inc.
UNCHANGED1,2281,22800%$319.8K$476.0K+$156.2K2026-10-14
Cornerstone Wealth Group, LLC
INCREASED1,2261,116+110+10%$290.7K$475.1K+$184.4K2026-11-02
Granite Harbor Advisors, Inc.
INCREASED1,2241,175+49+4%$306.0K$474.4K+$168.4K2026-11-10
Home Federal Bank of Tennessee
UNCHANGED1,2241,22400%$318.8K$474.4K+$155.7K2026-10-15
Third View Private Wealth, LLC
DECREASED1,2221,253-31-2%$326.5K$473.5K+$147.0K2026-10-30
Masterinvest Kapitalanlage GmbH
DECREASED1,2161,442-226-16%$375.6K$471.3K+$95.8K2026-11-03
Trust Co of Vermont
INCREASED1,2131,117+96+9%$290.9K$470.2K+$179.3K2026-10-21
Traphagen Investment Advisors LLC
INCREASED1,2111,203+8+1%$313.3K$469.5K+$156.2K2026-10-14
Lighthouse Financial Services Inc
INCREASED1,2111,207+4+0%$325.2K$469.3K+$144.2K2026-11-02
Quent Capital, LLC
INCREASED1,205958+247+26%$249.5K$417.7K+$168.2K2026-11-09
Advisor OS, LLC
INCREASED1,2051,113+92+8%$290.0K$467.2K+$177.2K2026-11-03
Tejara Capital Ltd
NEW1,200—+1,200——$465.1K—2026-11-09
Sierra Summit Advisors LLC
INCREASED1,2001,000+200+20%$260.4K$465.1K+$204.7K2026-10-28
Broadway Wealth Solutions, Inc.
INCREASED1,1931,190+3+0%$309.8K$462.6K+$152.8K2026-10-21
Fulcrum Capital LLC
NEW1,182—+1,182——$458.2K—2026-10-15
McAdam, LLC
INCREASED1,1731,128+45+4%$293.7K$454.6K+$160.9K2026-10-21
Optivise Advisory Services LLC
INCREASED1,1671,165+2+0%$303.5K$452.5K+$149.0K2026-10-19
Cheviot Value Management, LLC
INCREASED1,1671,165+2+0%$303.5K$452.3K+$148.8K2026-11-09
Great Lakes Advisors, LLC
INCREASED1,161886+275+31%$230.8K$450.1K+$219.3K2026-11-06
Equitable Trust Co
DECREASED1,1611,163-20%$302.9K$450.0K+$147.1K2026-10-13
International Private Wealth Advisors LLC
DECREASED1,1591,220-61-5%$317.8K$449.1K+$131.3K2026-11-05
Cromwell Holdings LLC
UNCHANGED1,1591,15900%$301.9K$449.2K+$147.4K2026-10-28
First Nebraska Trust Co
UNCHANGED1,1571,15700%$301.3K$448.5K+$147.1K2026-10-30
Cassaday & Co Wealth Management LLC
INCREASED1,1561,089+67+6%$283.6K$448.1K+$164.5K2026-10-27
Glass Wealth Management Co LLC
UNCHANGED1,1561,15600%$301.1K$448.1K+$147.0K2026-10-28
Hilltop National Bank
DECREASED1,1551,260-105-8%$328.2K$447.7K+$119.5K2026-10-14
Summit Wealth Group, LLC
UNCHANGED1,1501,15000%$299.5K$445.8K+$146.2K2026-11-10
Opal Wealth Advisors, LLC
DECREASED1,1441,489-345-23%$387.7K$443.4K+$55.7K2026-10-16
Breakwater Capital Group
DECREASED1,1431,191-48-4%$310.1K$442.9K+$132.8K2026-10-09
Walker Asset Management, LLC
INCREASED1,1421,139+3+0%$296.6K$442.5K+$145.9K2026-10-13
Myriad Asset Management US LP
DECREASED1,1361,812-676-37%$472.0K$440.0K-$32.0K2026-11-03
Associated Banc-Corp
DECREASED1,1361,486-350-24%$387.0K$440.3K+$53.3K2026-10-30
Balboa Wealth Partners
NEW1,132—+1,132——$438.7K—2026-10-20
Beacon Financial Group
INCREASED1,1271,037+90+9%$270.1K$436.8K+$166.8K2026-10-19
Burns Matteson Capital Management, LLC
NEW1,124—+1,124——$435.7K—2026-10-16
Hudock, Inc.
DECREASED1,1191,176-57-5%$306.5K$434.0K+$127.5K2026-10-14
Mechanics Bank Trust Department
UNCHANGED1,1171,11700%$290.9K$433.0K+$142.0K2026-10-13
Arlington Capital Management Inc
NEW1,115—+1,115——$432.2K—2026-10-30
Vann Equity Management LLC
DECREASED1,1141,190-76-6%$309.9K$431.9K+$122.1K2026-10-08
Moss Adams Wealth Advisors LLC
INCREASED1,111913+198+22%$237.9K$430.8K+$192.9K2026-10-28
Klingman & Associates, LLC
NEW1,107—+1,107——$429.1K—2026-10-20
Symmetry Partners, LLC
INCREASED1,104915+189+21%$238.3K$427.9K+$189.6K2026-10-27
Charles Schwab Trust Co
NEW1,100—+1,100——$426.4K—2026-10-15
Moneco Advisors, LLC
INCREASED1,100996+104+10%$259.4K$426.4K+$167.0K2026-11-05
Heck Capital Advisors, LLC
UNCHANGED1,1001,10000%$286.5K$426.4K+$139.9K2026-10-14
Rossmore Private Capital
UNCHANGED1,1001,10000%$286.5K$426.4K+$139.9K2026-10-27
Capital Investment Advisory Services, LLC
INCREASED1,0921,084+8+1%$282.3K$423.3K+$141.0K2026-10-30
Quantum Financial Advisors, LLC
INCREASED1,0841,083+1+0%$281.9K$420.0K+$138.1K2026-11-03
Secure Asset Management, LLC
DECREASED1,0821,083-10%$282.0K$419.4K+$137.4K2026-10-19
Ticino Wealth
DECREASED1,0792,179-1,100-50%$567.5K$418.2K-$149.3K2026-10-13
Columbus Macro, LLC
DECREASED1,0781,146-68-6%$298.4K$417.7K+$119.4K2026-10-14
Winch Advisory Services, LLC
INCREASED1,0771,073+4+0%$279.5K$417.3K+$137.8K2026-11-06
True Private Wealth Advisors
INCREASED1,0711,042+29+3%$271.4K$415.5K+$144.1K2026-10-19
Ellis Investment Partners, LLC
INCREASED1,0711,058+13+1%$275.6K$415.5K+$139.9K2026-10-21
Canandaigua National Bank & Trust Co
DECREASED1,0651,075-10-1%$280.0K$412.8K+$132.8K2026-10-07
Plan Group Financial, LLC
INCREASED1,0641,014+50+5%$264.1K$461.2K+$197.1K2026-10-22
Cowa, LLC
UNCHANGED1,0631,06300%$276.8K$412.0K+$135.2K2026-10-30
Net Worth Advisory Group
DECREASED1,0621,122-60-5%$292.3K$434.0K+$141.7K2026-10-20
1620 Investment Advisors, Inc.
DECREASED1,0601,070-10-1%$278.7K$410.9K+$132.2K2026-11-04
Capstone Wealth Management, LLC
UNCHANGED1,0591,05900%$275.8K$410.5K+$134.7K2026-11-02
Virtue Capital Management, LLC
INCREASED1,058922+136+15%$240.1K$410.1K+$170.0K2026-10-29
Grey Ledge Advisors, LLC
DECREASED1,0561,082-26-2%$281.8K$409.3K+$127.5K2026-11-02
Washburn Capital Management, Inc.
NEW1,055—+1,055——$408.9K—2026-10-19
Hardin Capital Partners, LLC
INCREASED1,0531,000+53+5%$260.5K$408.1K+$147.6K2026-10-09
Simon Quick Advisors, LLC
DECREASED1,0521,334-282-21%$347.4K$407.8K+$60.3K2026-10-26
Jacobsen Capital Management
DECREASED1,0521,061-9-1%$276.3K$407.8K+$131.4K2026-10-27
Investment Research Partners LLC
INCREASED1,0511,049+2+0%$273.2K$407.4K+$134.2K2026-10-19
Avail Investment Partners, LLC
INCREASED1,0511,049+2+0%$273.2K$407.4K+$134.2K2026-10-16
One Degree Advisors Inc
UNCHANGED1,0481,04800%$282$439.3K+$439.1K2026-11-06
Diligent Investors, LLC
DECREASED1,0471,088-41-4%$283.4K$405.8K+$122.5K2026-10-21
Hickory Point Bank & Trust
UNCHANGED1,0431,04300%$271.6K$404.3K+$132.6K2026-10-01
Crescent Grove Advisors, LLC
DECREASED1,0381,613-575-36%$420.1K$402.3K-$17.8K2026-10-21
Exchange Bank
UNCHANGED1,0381,03800%$270.3K$402.3K+$132.0K2026-10-07
Trust Point Inc.
INCREASED1,037999+38+4%$260.2K$402.0K+$141.8K2026-10-27
Advocate Group LLC
UNCHANGED1,0351,03500%$269.6K$401.2K+$131.6K2026-10-19
Balefire, LLC
INCREASED1,033979+54+6%$255.1K$400.6K+$145.5K2026-10-09
Olympiad Research LP
NEW1,030—+1,030——$399.2K—2026-11-04
waypoint wealth counsel
INCREASED1,030979+51+5%$255.0K$399.2K+$144.3K2026-10-22
Ridgecrest Wealth Partners, LLC
DECREASED1,0291,054-25-2%$274.5K$398.9K+$124.3K2026-10-19
Blue Zone Wealth Advisors, LLC
INCREASED1,0271,003+24+2%$261.2K$398.1K+$136.9K2026-10-19
Argos Wealth Advisors, LLC
UNCHANGED1,0271,02700%$267.5K$398.1K+$130.6K2026-11-02
Northwest Wealth Management, LLC
INCREASED1,022961+61+6%$250.3K$396.2K+$145.8K2026-10-30
Woodstock Corp
DECREASED1,0181,403-385-27%$365.4K$394.6K+$29.2K2026-10-13
Dutch Asset Corp
INCREASED1,018934+84+9%$243.5K$394.6K+$151.1K2026-10-20
XML Financial, LLC
UNCHANGED1,0171,01700%$264.9K$394.2K+$129.3K2026-10-29
Tabr Capital Management, LLC
NEW1,015—+1,015——$393.4K—2026-10-20
RVW Wealth, LLC
INCREASED1,012862+150+17%$224.5K$392.3K+$167.8K2026-10-06
First American Bank
UNCHANGED1,0081,00800%$262.5K$390.7K+$128.2K2026-10-27
ASK Capital Investment Managers, LLC
NEW1,000—+1,000——$387.6K—2026-10-14
Pavion Blue Capital, LLC
UNCHANGED1,0001,00000%$260.4K$387.6K+$127.2K2026-11-05
SBI Okasan Asset Management Co.Ltd.
UNCHANGED1,0001,00000%$266.3K$387.7K+$121.4K2026-11-10
Parr Mcknight Wealth Management Group, LLC
UNCHANGED1,0001,00000%$260.4K$387.6K+$127.2K2026-10-30
Flagstone Financial Management
UNCHANGED1,0001,00000%$260.4K$387.6K+$127.2K2026-11-05
Mcdonald Partners LLC
UNCHANGED99999900%$260.2K$387.2K+$127.0K2026-11-03
Alerus Financial NA
INCREASED995542+453+84%$141.2K$385.7K+$244.5K2026-11-09
Asahi Life Asset Management Co., Ltd.
NEW993—+993——$384.9K—2026-11-06
Gemmer Asset Management LLC
UNCHANGED99399300%$258.6K$384.9K+$126.3K2026-10-16
ProVise Management Group, LLC
DECREASED9901,468-478-33%$382.3K$383.7K+$1.4K2026-11-06
Shelton Wealth Management, LLC
DECREASED9861,074-88-8%$279.7K$382.3K+$102.5K2026-10-16
San Luis Wealth Advisors LLC
DECREASED983995-12-1%$259.2K$381.1K+$121.9K2026-10-27
Salem Investment Counselors Inc
DECREASED9751,129-154-14%$294.0K$377.9K+$83.9K2026-10-13
Interchange Capital Partners, LLC
INCREASED974950+24+3%$247.4K$377.7K+$130.3K2026-10-28
RKL Wealth Management LLC
INCREASED968967+1+0%$251.9K$375.2K+$123.3K2026-10-16
Anchyra Partners LLC
INCREASED965843+122+14%$219.6K$374.0K+$154.5K2026-10-13
Titleist Asset Management, LLC
INCREASED965932+33+4%$242.6K$374.0K+$131.4K2026-10-08
Bank of New Hampshire
UNCHANGED96496400%$251.1K$373.7K+$122.6K2026-10-06
Middleton & Co Inc
UNCHANGED96196100%$250.3K$372.5K+$122.2K2026-10-23
Baker Tilly Wealth Management, LLC
INCREASED959838+121+14%$218.2K$371.7K+$153.5K2026-10-05
Hunter Associates Investment Management LLC
DECREASED958963-5-1%$250.0K$371-$249.6K2026-10-26
Modera Wealth Management, LLC
INCREASED956922+34+4%$240.1K$370.5K+$130.4K2026-10-28
Veracity Capital LLC
INCREASED954934+20+2%$243.4K$369.6K+$126.3K2026-10-08
GC Wealth Management RIA, LLC
INCREASED947940+7+1%$244.8K$367.1K+$122.3K2026-11-02
Legacy Capital Group California, Inc.
NEW946—+946——$366.7K—2026-11-09
Fiera Capital Corp
UNCHANGED94494400%$245.9K$365.9K+$120.0K2026-11-06
SC&H Financial Advisors, Inc.
UNCHANGED94094000%$244.8K$364.4K+$119.5K2026-10-14
Texas Bank & Trust Co
NEW930—+930——$360.5K—2026-11-04
Kingsman Wealth Management, Inc.
NEW930—+930——$360.6K—2026-10-13
KFA Private Wealth Group, LLC
DECREASED9301,026-96-9%$267.2K$360.6K+$93.4K2026-10-07
Cypress Point Wealth Management, LLC
DECREASED9271,104-177-16%$287.5K$359.3K+$71.8K2026-11-03
Valmark Advisers, Inc.
DECREASED926994-68-7%$258.9K$358.9K+$100.1K2026-11-06
Connecticut Capital Management Group, LLC
DECREASED924925-10%$240.9K$358.2K+$117.2K2026-10-29
Proactive Wealth Strategies LLC
INCREASED918884+34+4%$230.0K$355.9K+$125.9K2026-11-09
Gibbs Wealth Management
INCREASED917858+59+7%$223.5K$355.4K+$132.0K2026-10-22
M.E. Allison & Co., Inc.
INCREASED917916+1+0%$238.6K$355.2K+$116.6K2026-10-09
Calamos Wealth Management LLC
DECREASED916918-20%$239.1K$355.1K+$116.0K2026-11-02
Income Insurance Ltd
UNCHANGED91691600%$238.6K$355.1K+$116.5K2026-10-21
Founders Grove Wealth Partners, LLC
NEW915—+915——$354.7K—2026-10-16
Veery Capital, LLC
DECREASED9121,002-90-9%$261.0K$353.5K+$92.5K2026-10-07
Analyst IMS Investment Management Services Ltd.
NEW908—+908——$352—2026-11-05
Hengehold Capital Management LLC
DECREASED906954-48-5%$248.5K$351.2K+$102.7K2026-10-16
Guilbault Capital LLC
UNCHANGED90490400%$235.4K$350.4K+$115.0K2026-10-28
Cornell Pochily Investment Advisors, Inc.
INCREASED902901+1+0%$234.6K$349.6K+$115.0K2026-10-19
Chung Wu Investment Group, LLC
NEW900—+900——$348.8K—2026-11-03
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED900908-8-1%$236.5K$348.8K+$112.4K2026-11-03
Smithfield Trust Co
UNCHANGED90090000%$227.0K$349-$226.7K2026-11-09
Detalus Advisors, LLC
UNCHANGED89989900%$234.0K$348.6K+$114.6K2026-10-15
Northstar Group, Inc.
UNCHANGED89989900%$234.1K$348.5K+$114.3K2026-11-10
Grand Wealth Management, LLC
DECREASED892975-83-9%$253.9K$345.7K+$91.8K2026-11-09
Gerber Kawasaki Wealth & Investment Management
NEW888—+888——$344.5K—2026-10-29
Measured Risk Portfolios, Inc.
UNCHANGED88788700%$230.9K$343.6K+$112.7K2026-10-21
Wealth Architects, LLC
DECREASED886902-16-2%$235.1K$343.8K+$108.6K2026-11-03
Shulman DeMeo Asset Management LLC
INCREASED884881+3+0%$229.3K$370.5K+$141.2K2026-10-09
S.A. Mason LLC
INCREASED883868+15+2%$226.1K$342.3K+$116.2K2026-10-13
Bucket List Wealth Management, LLC
UNCHANGED88388300%$230.0K$342.3K+$112.3K2026-10-22
Addison Capital Co
UNCHANGED87687600%$228.1K$339.5K+$111.5K2026-11-09
Allen Capital Group, LLC
INCREASED875853+22+3%$222.1K$339.1K+$117.0K2026-10-27
Total Clarity Wealth Management, Inc.
NEW871—+871——$337.6K—2026-10-26
Regent Peak Wealth Advisors LLC
INCREASED870787+83+11%$205.0K$337.2K+$132.3K2026-10-13
Peak Financial Management, Inc.
INCREASED870800+70+9%$208.4K$337.2K+$128.9K2026-10-16
Hourglass Capital, LLC
UNCHANGED86986900%$226.3K$336.8K+$110.5K2026-10-26
Whelan Financial
INCREASED866811+55+7%$211.2K$335.7K+$124.5K2026-10-28
Hidden Cove Wealth Management, LLC
DECREASED866867-10%$225.8K$335.7K+$109.9K2026-10-19
Capital Asset Advisory Services LLC
DECREASED8631,156-293-25%$301.0K$368.1K+$67.1K2026-10-30
Ipswich Investment Management Co., Inc.
UNCHANGED86086000%$224.0K$333.3K+$109.4K2026-10-13
Caitong International Asset Management Co., Ltd
DECREASED8564,846-3,990-82%$1.3M$331.8K-$930.3K2026-10-29
Evermay Wealth Management LLC
UNCHANGED85085000%$221.4K$329.5K+$108.1K2026-11-05
Harel Insurance Investments & Financial Services Ltd.
NEW847—+847——$328—2026-11-02
Sentry LLC
UNCHANGED84684600%$220.3K$327.9K+$107.6K2026-10-30
Howard Financial Services, Ltd.
INCREASED845788+57+7%$205.1K$327.5K+$122.3K2026-10-15
Victory Financial Group, LLC
NEW842—+842——$326.4K—2026-10-27
First National Bank Sioux Falls
UNCHANGED84284200%$203.5K$326.4K+$122.8K2026-10-13
Montag A & Associates Inc
DECREASED841876-35-4%$228.1K$326.0K+$97.8K2026-10-29
Kennedy Investment Group, Inc.
DECREASED839938-99-11%$244.3K$325.3K+$80.9K2026-10-21
Joel Isaacson & Co., LLC
NEW838—+838——$324.8K—2026-11-05
Berkshire Asset Management LLC
DECREASED834844-10-1%$219.8K$323.3K+$103.5K2026-11-10
Wharton Business Group, LLC
UNCHANGED83483400%$217.2K$323.3K+$106.1K2026-11-09
One Day In July LLC
DECREASED832850-18-2%$221.4K$322.5K+$101.1K2026-10-30
Acorn Financial Advisory Services Inc
UNCHANGED83083000%$216.2K$321.7K+$105.6K2026-11-02
Reston Wealth Management LLC
INCREASED824823+1+0%$214.5K$319.2K+$104.8K2026-10-29
Walser Wealth Management Company, A Ltd Liability Co
DECREASED819820-10%$213.6K$317.6K+$104.0K2026-10-15
Stonebridge Financial Group, LLC
INCREASED817788+29+4%$205.2K$316.7K+$111.5K2026-10-01
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
DECREASED816889-73-8%$231.5K$316.3K+$84.8K2026-10-21
Johnson Financial Group, LLC
DECREASED8141,458-644-44%$379.7K$315.5K-$64.2K2026-11-03
Wilkins Miller Wealth Management, LLC
DECREASED814824-10-1%$214.5K$315.6K+$101.0K2026-10-13
BankChampaign, National Association
DECREASED810824-14-2%$214.6K$314.0K+$99.4K2026-10-19
JBR Co Financial Management Inc
UNCHANGED80680600%$209.9K$217.2K+$7.3K2026-10-13
D'Orazio & Associates, Inc.
NEW803—+803——$311.4K—2026-11-04
Nwam LLC
NEW803—+803——$311.3K—2026-11-09
Dudley Capital Management, LLC
UNCHANGED80080000%$208.4K$310.1K+$101.7K2026-10-23
Paladin Advisory Group, LLC
UNCHANGED80080000%$208.4K$310.1K+$101.7K2026-11-09
Knuff & Co LLC
UNCHANGED80080000%$208.4K$310.1K+$101.7K2026-11-06
HRC Wealth Management, LLC
UNCHANGED80080000%$208.4K$310.1K+$101.7K2026-10-16
Sovereign Investment Advisors, LLC
UNCHANGED80080000%$208.4K$310.1K+$101.7K2026-11-09
B.A. Schrock Wealth Management, Inc.
NEW797—+797——$325.5K—2026-10-15
Matisse Capital
UNCHANGED79679600%$207.3K$308.5K+$101.2K2026-10-29
HMV Wealth Advisors, LLC
NEW793—+793——$307.4K—2026-10-27
Delta Investment Management, LLC
UNCHANGED79279200%$206.3K$307.0K+$100.7K2026-11-09
Quadrant Private Wealth Management, LLC
NEW791—+791——$306.7K—2026-11-04
Plante Moran Financial Advisors, LLC
INCREASED788485+303+62%$126.3K$305.3K+$179.0K2026-11-04
Telos Capital Management, Inc.
UNCHANGED78878800%$205.2K$305.4K+$100.2K2026-11-02
May Hill Capital, LLC
INCREASED787775+12+2%$201.8K$305.0K+$103.2K2026-11-03
Cedarwood Wealth LLC
INCREASED785774+11+1%$201.6K$304.3K+$102.7K2026-11-09
Franklin Street Advisors Inc
NEW784—+784——$303.9K—2026-10-13
Phillips Financial Management, LLC
NEW779—+779——$301.9K—2026-10-19
Dumont & Blake Investment Advisors LLC
DECREASED779783-4-1%$203.9K$301.9K+$98.0K2026-10-28
Main Street Group, LTD
INCREASED774773+1+0%$201.4K$299.9K+$98.5K2026-10-28
Straight Path Wealth Management
NEW773—+773——$299.6K—2026-10-23
LeConte Wealth Management, LLC
INCREASED773772+1+0%$201.1K$299.6K+$98.6K2026-10-20
Nixon Peabody Trust Co
NEW771—+771——$298.8K—2026-10-23
Trek Financial, LLC
DECREASED771776-5-1%$202.1K$298.8K+$96.7K2026-10-29
HF Advisory Group, LLC
DECREASED768859-91-11%$223.7K$297.5K+$73.8K2026-10-09
Tritonpoint Wealth, LLC
NEW766—+766——$297.1K—2026-10-19
NTV Asset Management LLC
NEW764—+764——$296.1K—2026-10-23
Retirement Planning Group, LLC
NEW763—+763——$295.7K—2026-10-19
Heritage Family Offices, LLP
NEW761—+761——$295.0K—2026-11-02
Financial Council, LLC
NEW761—+761——$295.0K—2026-11-02
CNB Bank
DECREASED758772-14-2%$201.1K$293.8K+$92.7K2026-11-09
Atlas Legacy Advisors, LLC
NEW756—+756——$293.1K—2026-11-10
Successful Portfolios LLC
DECREASED752885-133-15%$248.7K$314.6K+$65.9K2026-10-09
Inlet Private Wealth, LLC
NEW750—+750——$290.7K—2026-10-21
Lebenthal Global Advisors, LLC
NEW750—+750——$290.7K—2026-10-28
Piar LLC
NEW750—+750——$290.7K—2026-10-21
Univest Financial Corp
NEW750—+750——$290.7K—2026-11-05
Planned Solutions, Inc.
NEW743—+743——$288.0K—2026-10-19
Integrity Alliance, Llc.
NEW737—+737——$285.9K—2026-10-29
Clark Asset Management, LLC
NEW734—+734——$284.5K—2026-10-19
Midwest Financial Group LLC
NEW734—+734——$284.5K—2026-10-15
Transcendent Capital Group LLC
NEW731—+731——$283.3K—2026-10-28
TCP Asset Management, LLC
NEW729—+729——$296.2K—2026-10-14
Armstrong, Fleming & Moore, Inc
NEW725—+725——$281.0K—2026-10-28
Walkner Condon Financial Advisors LLC
NEW724—+724——$280.5K—2026-11-02
Annis Gardner Whiting Capital Advisors, LLC
NEW722—+722——$279.9K—2026-11-09
RMR Wealth Builders
DECREASED7201,108-388-35%$288.5K$279.1K-$9.4K2026-10-22
Alpha Omega Wealth Management LLC
NEW717—+717——$277.9K—2026-10-23
Investment Insight Wealth Management, LLC
NEW716—+716——$277.6K—2026-10-30
Schnieders Capital Management, Llc.
DECREASED7161,115-399-36%$290.4K$277.5K-$12.9K2026-11-09
Greenfield Seitz Capital Management, LLC
NEW715—+715——$277.1K—2026-10-29
bLong Financial, LLC
DECREASED715815-100-12%$212.3K$277.1K+$64.9K2026-10-29
Royal Fund Management, LLC
NEW712—+712——$276.1K—2026-10-22
Thrive Wealth Management, LLC
NEW711—+711——$275.6K—2026-10-13
3Chopt Investment Partners, LLC
NEW709—+709——$274.8K—2026-10-30
Werba Rubin Papier Wealth Management
DECREASED708965-257-27%$251.2K$274.3K+$23.1K2026-11-06
Summit Wealth Group LLC / Co
NEW705—+705——$273.3K—2026-10-29
Affinity Capital Advisors, LLC
NEW705—+705——$305.8K—2026-10-13
Juncture Wealth Strategies, LLC
NEW705—+705——$273.3K—2026-10-06
SkyOak Wealth, LLC
NEW704—+704——$272.9K—2026-10-28
Dagco, Inc.
NEW700—+700——$271.3K—2026-10-20
Southern Capital Advisors, LLC
NEW700—+700——$271.3K—2026-10-26
Norris Perne & French LLP
NEW699—+699——$270.9K—2026-10-23
Beese Fulmer Investment Management, Inc.
NEW698—+698——$270.7K—2026-10-23
OmniStar Financial Group, Inc.
DECREASED6972,994-2,297-77%$779.8K$270.1K-$509.8K2026-10-26
Hobart Private Capital, LLC
NEW695—+695——$269.4K—2026-10-19
Richards, Merrill & Peterson, Inc.
NEW695—+695——$269.4K—2026-10-19
Tuttle Capital Management, LLC
NEW693—+693——$268.6K—2026-10-21
Eurizon SLJ Capital Ltd
INCREASED693519+174+34%$135.2K$268.6K+$133.4K2026-11-06
GHP Investment Advisors, Inc.
DECREASED688727-39-5%$189.2K$266.5K+$77.3K2026-10-15
Warwick Investment Management, Inc.
DECREASED687958-271-28%$249.5K$266.3K+$16.8K2026-10-19
Abel Hall, LLC
NEW685—+685——$265.5K—2026-10-19
Central Pacific Bank - Trust Division
DECREASED6821,885-1,203-64%$490.9K$264.4K-$226.6K2026-10-06
Ashton Thomas Securities, LLC
NEW681—+681——$264.0K—2026-10-26
KOM Wealth Management Group, LLC
NEW679—+679——$263.1K—2026-10-15
J. Team Financial, Inc.
NEW678—+678——$262.8K—2026-11-03
Traveka Wealth, LLC
NEW677—+677——$262.2K—2026-10-19
Eagle Strategies LLC
NEW676—+676——$262.0K—2026-10-16
Sterling Investment Management, LLC
NEW675—+675——$261.7K—2026-10-16
Essential Investment Partners LLC
INCREASED675650+25+4%$169.3K$261.6K+$92.4K2026-10-27
AA Financial Advisors, LLC
NEW673—+673——$260.9K—2026-10-19
Gaddis Premier Wealth Advisors LLC
NEW671—+671——$259.9K—2026-10-29
Bfsg, LLC
DECREASED6701,482-812-55%$386.0K$259.7K-$126.3K2026-10-30
Canal Capital Management, LLC
DECREASED6701,324-654-49%$344.7K$259.7K-$85.1K2026-11-10
Allen Mooney & Barnes Investment Advisors LLC
NEW668—+668——$258.9K—2026-10-08
MV Capital Management, Inc.
DECREASED667671-4-1%$174.8K$258.5K+$83.8K2026-10-29
Magnus Financial Group LLC
NEW665—+665——$257.8K—2026-10-21
Greenspring Advisors, LLC
NEW660—+660——$256.0K—2026-11-05
Ejmk Ventures LLC
NEW660—+660——$255.9K—2026-10-21
Five Oceans Advisors
NEW659—+659——$255.4K—2026-10-22
Index Fund Advisors, Inc.
NEW659—+659——$255.4K—2026-11-05
Enclave Advisors LLC
NEW652—+652——$252.6K—2026-10-14
Sterling Investment Advisors, Ltd.
NEW650—+650——$251.9K—2026-10-27
WBH Advisory Inc
NEW648—+648——$251.2K—2026-11-05
Miller Wealth Advisors, LLC
UNCHANGED64664600%$168.2K$250.4K+$82.2K2026-11-02
Oder Investment Management, LLC
DECREASED643840-197-23%$218.8K$249.2K+$30.5K2026-11-09
Canvas Wealth Advisors, LLC
NEW639—+639——$245.7K—2026-11-02
JB Capital LLC
NEW637—+637——$247.1K—2026-10-19
Marathon Strategic Advisors, LLC
NEW634—+634——$245.7K—2026-10-20
Oakwell Private Wealth Management, LLC
NEW634—+634——$245.7K—2026-11-06
MW Advisory, LLC
NEW633—+633——$245.4K—2026-10-19
Bauman Advisory Group, LLC
NEW632—+632——$244.9K—2026-10-29
Meyer Handelman Co
NEW632—+632——$245.0K—2026-10-28
HCR Wealth Advisors
NEW631—+631——$244.7K—2026-10-15
Carrera Capital Advisors
NEW629—+629——$243.9K—2026-11-03
Greenwood Capital Associates LLC
NEW628—+628——$243.4K—2026-10-27
Charter Capital Management, Llc\de
NEW628—+628——$243.4K—2026-10-28
Triasima Portfolio Management inc.
NEW626—+626——$242.6K—2026-10-15
Frontier Asset Management, LLC
NEW626—+626——$242.9K—2026-10-28
Value Investment Professionals, LLC
NEW626—+626——$242.8K—2026-10-13
Focused Wealth Management, Inc
DECREASED6221,115-493-44%$290.4K$241.1K-$49.3K2026-10-30
Penobscot Investment Management Company, Inc.
NEW620—+620——$240.3K—2026-10-26
Diversified Portfolios, Inc.
NEW619—+619——$239.9K—2026-11-04
Aletheian Wealth Advisors LLC
NEW618—+618——$239.5K—2026-10-08
Convergence Financial, LLC
DECREASED6181,189-571-48%$309.7K$239.5K-$70.1K2026-10-27
Garde Capital, Inc.
NEW615—+615——$238.4K—2026-10-29
Enzi Wealth
NEW613—+613——$279.8K—2026-10-14
Demars Financial Group, LLC
NEW611—+611——$236.8K—2026-10-22
Apeiron RIA LLC
NEW609—+609——$248.6K—2026-10-08
Falcon Wealth Planning
NEW606—+606——$234.7K—2026-11-06
Visionary Wealth Advisors
NEW606—+606——$234.9K—2026-11-04
Englebert Financial Advisers, LLC
NEW606—+606——$234.9K—2026-10-20
Provenance Wealth Advisors, LLC
INCREASED60526+579+2227%$6.8K$234.5K+$227.7K2026-10-30
Saxony Capital Management, LLC
NEW601—+601——$233.0K—2026-10-15
Wealth Management Nebraska
NEW600—+600——$232.6K—2026-10-26
Silver Oak Advisory Group, Inc.
NEW600—+600——$232.6K—2026-11-06
Viewpoint Capital Management LLC
NEW600—+600——$232.6K—2026-10-27
Hamilton Point Investment Advisors, LLC
NEW600—+600——$232.6K—2026-11-03
Murphy & Mullick Capital Management Corp
UNCHANGED59959900%$156.0K$232.2K+$76.2K2026-11-02
Avid Wealth Partners LLC
NEW597—+597——$231.4K—2026-11-03
FSM Wealth Advisors, LLC
NEW596—+596——$264.6K—2026-10-27
Councilmark Asset Management, LLC
NEW595—+595——$230.6K—2026-10-20
NBH Bank
UNCHANGED59459400%$154.7K$230.2K+$75.5K2026-11-05
ARK & TLK Investments, LLC
NEW593—+593——$229.9K—2026-10-20
Factor Wealth Management LTD
NEW589—+589——$228.2K—2026-10-08
Advisor Resource Council
DECREASED588887-299-34%$239.8K$246.6K+$6.8K2026-11-05
Fragasso Financial Advisors Inc
NEW587—+587——$254.7K—2026-10-13
Brucke Financial, Inc.
NEW585—+585——$226.8K—2026-10-23
First Business Financial Services, Inc.
NEW584—+584——$226.4K—2026-10-29
Moran Wealth Management, LLC
NEW583—+583——$226.0K—2026-10-22
Private Client Services, LLC
NEW583—+583——$226.0K—2026-10-02
Register Financial Advisors LLC
NEW581—+581——$225.2K—2026-10-23
Fidelity D & D Bancorp Inc
NEW581—+581——$225.2K—2026-11-05
Able Wealth Management LLC
NEW576—+576——$241.5K—2026-10-13
First Interstate Bank
NEW575—+575——$222.9K—2026-10-23
Arlington Trust Co LLC
INCREASED575524+51+10%$136.5K$222.9K+$86.4K2026-10-20
Financial Insights, Inc.
NEW573—+573——$222.1K—2026-10-27
Rakuten Securities, Inc.
INCREASED57265+507+780%$16.9K$221.7K+$204.8K2026-11-02
Heritage Wealth Advisors
DECREASED572573-10%$149.1K$221.9K+$72.8K2026-11-09
Silvant Capital Management LLC
UNCHANGED57157100%$148.7K$221.3K+$72.6K2026-11-09
Prevail Innovative Wealth Advisors, LLC
NEW570—+570——$241.7K—2026-10-20
Marion Wealth Management
NEW569—+569——$220.6K—2026-10-22
Dividend Assets Capital, LLC
NEW568—+568——$220.2K—2026-11-10
Hennessy Advisors Inc
DECREASED5671,067-500-47%$277.9K$219.8K-$58.1K2026-10-28
Allegiance Financial Group Advisory Services LLC
NEW566—+566——$219.4K—2026-11-02
Pines Wealth Management, LLC
NEW565—+565——$218.9K—2026-10-21
Pinnacle Wealth Planning Services, Inc.
INCREASED565518+47+9%$134.9K$219.0K+$84.1K2026-10-27
Journey Retirement Planning & Investment Management LLC
NEW561—+561——$217.7K—2026-10-09
ARS Investment Partners, LLC
NEW560—+560——$217.1K—2026-11-05
Verity & Verity, LLC
NEW560—+560——$217.1K—2026-10-23
SWP Financial LLC
NEW560—+560——$217.1K—2026-10-23
Pittenger & Anderson Inc
INCREASED560200+360+180%$52.1K$217.1K+$165.0K2026-11-02
Black Diamond Financial, LLC
NEW557—+557——$215.8K—2026-10-26
Burkett Financial Services, LLC
DECREASED557624-67-11%$162.8K$215.9K+$53.2K2026-10-01
Verus Financial Partners, Inc.
NEW556—+556——$215.3K—2026-10-29
Uniting Wealth Partners, LLC
DECREASED556814-258-32%$212.0K$215.5K+$3.5K2026-11-06
Laurel Wealth Advisors LLC
NEW555—+555——$215.1K—2026-10-27
Family Investment Center, Inc.
DECREASED5521,384-832-60%$360.4K$214.1K-$146.3K2026-10-19
Miller Financial Services LLC
NEW550—+550——$213.2K—2026-10-20
Sky Investment Group LLC
NEW547—+547——$212.0K—2026-10-30
Cornerstone Advisory, LLC
NEW546—+546——$211.6K—2026-11-06
Ballast Rock Private Wealth LLC
NEW539—+539——$209.1K—2026-10-26
Integrity Advisory Solutions, LLC
NEW536—+536——$207.9K—2026-10-29
SeaBridge Investment Advisors LLC
NEW535—+535——$207.4K—2026-11-02
Sage Rhino Capital LLC
NEW534—+534——$207.0K—2026-10-28
Markowski Investments
UNCHANGED53453400%$139.1K$207.0K+$67.9K2026-10-30
Heritage Investment Group, Inc.
NEW533—+533——$206.5K—2026-11-03
Invenio Wealth Partners LLC
NEW532—+532——$206.2K—2026-10-20
Ullmann Wealth Partners Group, LLC
NEW530—+530——$205.4K—2026-11-02
Southern Michigan Bank & Trust
UNCHANGED52952900%$137.8K$205.0K+$67.3K2026-10-19
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
DECREASED5261,026-500-49%$267.2K$203.9K-$63.3K2026-11-06
West Paces Advisors Inc.
INCREASED526369+157+43%$96.1K$203.9K+$107.8K2026-10-13
Enterprise Financial Services Corp
NEW525—+525——$203.5K—2026-11-03
Arbor Wealth Advisors LLC
NEW522—+522——$202.3K—2026-10-09
Asset Dedication, LLC
UNCHANGED52252200%$136.0K$202.3K+$66.4K2026-11-03
TSA Wealth Managment LLC
NEW521—+521——$201.9K—2026-10-22
Lincoln Capital Corp
NEW520—+520——$201.6K—2026-10-13
Compass Financial Group, Inc
NEW520—+520——$201.4K—2026-10-13
Impact Capital Partners LLC
NEW520—+520——$201.6K—2026-10-22
Integrity Wealth Advisors, Inc.
NEW520—+520——$201.6K—2026-10-29
Certified Advisory Corp
NEW518—+518——$200.8K—2026-10-29
Zions Bancorporation, National Association
DECREASED517544-27-5%$141.7K$200.4K+$58.7K2026-11-06
Oarsman Capital, Inc.
NEW516—+516——$200.0K—2026-11-05
AlphaCentric Advisors LLC
NEW509—+509——$197.3K—2026-11-03
Pilgrim Partners Asia Pte Ltd
DECREASED500550-50-9%$143.2K$193.8K+$50.6K2026-10-29
Chilton Capital Management LLC
DECREASED500504-4-1%$131.3K$193.8K+$62.5K2026-10-28
Flagship Wealth Advisors, LLC
UNCHANGED49949900%$130.0K$193.4K+$63.5K2026-11-03
Greykasell Wealth Strategies, Inc.
INCREASED490488+2+0%$127.1K$189.8K+$62.7K2026-11-09
Richardson Financial Services Inc.
DECREASED475485-10-2%$126.3K$184.1K+$57.8K2026-10-30
Farmers & Merchants Investments Inc
INCREASED469408+61+15%$106.3K$181.8K+$75.5K2026-10-22
Foguth Wealth Management, Llc.
NEW465—+465——$206.8K—2026-10-19
Waterfront Wealth Inc.
NEW464—+464——$201.9K—2026-11-03
North Capital, Inc.
NEW464—+464——$211.8K—2026-10-16
Rossby Financial, LCC
INCREASED45683+373+449%$21.6K$176.7K+$155.1K2026-11-05
Comprehensive Financial Planning, Inc.
UNCHANGED45045000%$117.2K$174.4K+$57.2K2026-10-27
Compagnie Lombard Odier SCmA
INCREASED440250+190+76%$65.1K$170.5K+$105.4K2026-11-04
Fortitude Family Office, LLC
INCREASED436183+253+138%$47.7K$169.0K+$121.3K2026-10-14
Adkins Seale Capital Management LLC
DECREASED431516-85-16%$134.4K$167.1K+$32.7K2026-10-27
Westside Investment Management, Inc.
UNCHANGED43043000%$112.0K$166.7K+$54.7K2026-11-02
Manchester Capital Management LLC
DECREASED429500-71-14%$130.2K$166.3K+$36.1K2026-10-22
Wilmington Savings Fund Society, FSB
DECREASED426826-400-48%$215.1K$165.1K-$50.0K2026-10-23
Covestor Ltd
INCREASED422204+218+107%$53.0K$164-$52.8K2026-10-30
Reyes Financial Architecture, Inc.
UNCHANGED42242200%$109.9K$163.6K+$53.7K2026-10-22
Quest 10 Wealth Builders, Inc.
INCREASED408337+71+21%$87.8K$158.1K+$70.4K2026-11-02
Board of the Pension Protection Fund
NEW400—+400——$155.0K—2026-11-09
Eastern Bank
DECREASED400425-25-6%$110.7K$155.0K+$44.4K2026-10-05
Quintet Private Bank (Europe) S.A.
UNCHANGED40040000%$104.2K$155.0K+$50.9K2026-10-08
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED40040000%$104.2K$155.0K+$50.9K2026-10-23
Kennebec Savings Bank
UNCHANGED40040000%$104.2K$155.0K+$50.9K2026-10-22
Creative Capital Management Investments LLC
INCREASED398395+3+1%$102.9K$154.3K+$51.4K2026-10-28
Bell Investment Advisors, Inc
INCREASED375129+246+191%$33.6K$145.4K+$111.8K2026-10-29
University of Texas S AM Investment Management Co
DECREASED365578-213-37%$150.5K$141.5K-$9.1K2026-11-03
Concord Wealth Partners
UNCHANGED36436400%$94.8K$141.1K+$46.3K2026-11-02
Owl Creek Wealth Partners LLC
INCREASED357307+50+16%$80.0K$138.4K+$58.4K2026-10-20
Wilkerson Advisory Group LLC
INCREASED344231+113+49%$60.2K$133.3K+$73.2K2026-10-20
DT Investment Partners, LLC
UNCHANGED34334300%$89.3K$133.0K+$43.6K2026-10-27
Key FInancial Inc
INCREASED341333+8+2%$86.6K$132.0K+$45.4K2026-11-02
GK Wealth Management LLC
NEW335—+335——$129.9K—2026-10-09
Creative Financial Designs Inc
INCREASED331326+5+2%$85.0K$128.4K+$43.4K2026-11-04
American Capital Advisory, LLC
INCREASED326325+1+0%$84.6K$126.4K+$41.7K2026-10-28
Northstar Asset Management Co
UNCHANGED32532500%$98.3K$141.9K+$43.6K2026-10-22
Salomon & Ludwin, LLC
DECREASED316364-48-13%$98.1K$122.5K+$24.4K2026-10-29
Elevated Capital Advisors, LLC
DECREASED3122,417-2,105-87%$629.4K$120.8K-$508.5K2026-11-04
Indiana Trust & Investment Management Co
UNCHANGED30030000%$78.1K$116.3K+$38.2K2026-10-22
Guardian Partners Inc.
UNCHANGED30030000%$78.1K$116.3K+$38.2K2026-10-21
NBT Bank, N.A.
DECREASED286597-311-52%$155.5K$110.9K-$44.6K2026-10-21
Mosley Wealth Management
DECREASED286300-14-5%$78.0K$127.0K+$48.9K2026-10-16
MeadowBrook Investment Advisors LLC
DECREASED284344-60-17%$89.6K$121.1K+$31.5K2026-10-29
Pathway Financial Advisers, LLC
NEW281—+281——$108.8K—2026-10-27
Silver Grove Financial Group, Inc.
INCREASED277265+12+5%$69.1K$107.4K+$38.4K2026-11-05
Meriwether Wealth & Planning, LLC
NEW273—+273——$105.8K—2026-10-13
Triumph Capital Management
INCREASED272256+16+6%$66.8K$105.6K+$38.8K2026-10-14
Valley National Advisers Inc
INCREASED267209+58+28%$54.4K$103.5K+$49.1K2026-10-23
Highline Wealth Partners LLC
INCREASED265216+49+23%$56.3K$102.8K+$46.5K2026-10-19
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED26126100%$68.0K$101.3K+$33.2K2026-10-28
Duncker Streett & Co Inc
UNCHANGED24924900%$64.9K$96.5K+$31.7K2026-10-27
Tradewinds Capital Management, LLC
UNCHANGED23423400%$60.9K$90.7K+$29.8K2026-10-23
True Wealth Design, LLC
INCREASED220206+14+7%$53.7K$85.3K+$31.6K2026-10-13
Accordant Advisory Group Inc
UNCHANGED21221200%$55.2K$82.2K+$27.0K2026-10-29
SJS Investment Consulting Inc.
INCREASED20671+135+190%$18.5K$79.8K+$61.4K2026-10-26
Wealth Enhancement Trust Services, Inc.
DECREASED2001,173-973-83%$305.5K$77.5K-$228.0K2026-10-07
Cypress Capital Management LLC (WY)
UNCHANGED20020000%$52.1K$77.5K+$25.4K2026-11-09
Canton Hathaway, LLC
UNCHANGED20020000%$52.1K$77.5K+$25.4K2026-10-23
Avion Wealth
INCREASED199194+5+3%$50$77+$272026-11-04
Ares Financial Consulting, LLC
INCREASED199198+1+1%$51.6K$77.1K+$25.6K2026-10-19
Cedar Mountain Advisors, LLC
UNCHANGED19619600%$51.0K$76.0K+$24.9K2026-10-15
N.E.W. Advisory Services LLC
DECREASED193379-186-49%$98.7K$74.8K-$23.9K2026-11-09
Wolff Wiese Magana LLC
INCREASED193133+60+45%$34.6K$74.8K+$40.2K2026-10-15
Physician Wealth Advisors, Inc.
INCREASED193143+50+35%$37.2K$74.8K+$37.6K2026-10-20
Hoey Investments, Inc
UNCHANGED19119100%$49.7K$74.0K+$24.3K2026-10-29
Downshift Financial, LLC
UNCHANGED17617600%$45.8K$68.2K+$22.4K2026-10-13
Pflug Koory, LLC
UNCHANGED17517500%$45.5K$67.7K+$22.2K2026-10-26
Deane Retirement Strategies, Inc.
DECREASED16721,657-21,490-99%$5.6M$64.7K-$5.6M2026-10-09
Summit Securities Group LLC
INCREASED16469+95+138%$18.0K$63.6K+$45.6K2026-11-05
Clearstead Trust, LLC
UNCHANGED16316300%$42.5K$63.2K+$20.7K2026-11-06
Harbor Investment Advisory, LLC
DECREASED162245-83-34%$63.8K$62.8K-$1.0K2026-10-13
Hazlett, Burt & Watson, Inc.
UNCHANGED15715700%$42$61+$192026-11-04
WPG Advisers, LLC
DECREASED151157-6-4%$40.9K$58.5K+$17.6K2026-10-27
Trust Co
UNCHANGED15015000%$39.0K$58.1K+$19.1K2026-10-09
Darwin Wealth Management, LLC
NEW144—+144——$55.8K—2026-11-09
Ashurst Perkins Coie Trust Co
INCREASED143135+8+6%$35.2K$55.4K+$20.3K2026-10-15
Align Financial, LLC
INCREASED139135+4+3%$35.2K$53.9K+$18.7K2026-10-16
Buck Wealth Strategies, LLC
UNCHANGED13813800%$36.0K$53.7K+$17.6K2026-10-28
PVG Asset Management Corp
UNCHANGED13613600%$35.4K$52.7K+$17.3K2026-10-19
Valued Wealth Advisors LLC
INCREASED135128+7+5%$33.4K$52.4K+$19.0K2026-11-05
Signature Equity Partners, LLC
INCREASED12756+71+127%$14.6K$49.3K+$34.7K2026-10-29
Private Wealth Management Group, LLC
UNCHANGED12512500%$32.6K$48.5K+$15.9K2026-10-19
Lloyd Advisory Services, Llc.
INCREASED11998+21+21%$25.5K$46.2K+$20.7K2026-11-02
AXS Investments LLC
INCREASED116115+1+1%$30.0K$45.0K+$15.0K2026-11-04
Strive Financial Group,LLC
INCREASED1156+109+1817%$1.6K$44.6K+$43.0K2026-11-09
Barnes Dennig Private Wealth Management LLC
INCREASED11580+35+44%$20.8K$44.6K+$23.7K2026-10-30
Center for Financial Planning, Inc.
UNCHANGED11211200%$29.2K$43.4K+$14.2K2026-10-26
DecisionPoint Financial, LLC
INCREASED109106+3+3%$28.6K$44.5K+$16.0K2026-10-27
Evolution Wealth Management Inc.
DECREASED107147-40-27%$38.3K$41.5K+$3.2K2026-10-28
James T. Borello RIA
DECREASED107108-1-1%$28.1K$41.5K+$13.3K2026-10-16
Bayban
UNCHANGED10610600%$27.6K$27.6K$02026-11-05
Bare Financial Services, Inc
INCREASED10579+26+33%$20.6K$40.7K+$20.1K2026-11-04
Roble, Belko & Company, Inc
INCREASED105100+5+5%$26.0K$41-$26.0K2026-11-09
Mascoma Wealth Management LLC
INCREASED1045+99+1980%$1.3K$40.3K+$39.0K2026-10-23
Axxion S.A.
UNCHANGED10310300%$26.8K$39.9K+$13.1K2026-10-22
Kelleher Financial Advisors
DECREASED102132-30-23%$34.4K$39.5K+$5.2K2026-10-30
Birch Financial Group, LLC
NEW101—+101——$39.3K—2026-10-27
Walsh & Associates, LLC
INCREASED101100+1+1%$26.2K$39.1K+$12.9K2026-11-09
Pinnacle Bancorp, Inc.
UNCHANGED10110100%$26.3K$39.1K+$12.8K2026-10-21
Joseph Group Capital Management
INCREASED9884+14+17%$21.9K$38.0K+$16.1K2026-11-04
High Note Wealth, LLC
INCREASED9769+28+41%$18.0K$37.6K+$19.6K2026-10-27
Global Trust Asset Management, LLC
INCREASED9520+75+375%$5.2K$36.8K+$31.6K2026-10-19
Key Capital Management, Inc
DECREASED95106-11-10%$27.6K$36.8K+$9.2K2026-11-03
Boyd Watterson Asset Management LLC
UNCHANGED959500%$24.7K$36.8K+$12.1K2026-11-06
IAG Wealth Partners, LLC
UNCHANGED939300%$24.2K$36.0K+$11.8K2026-11-06
Albion Financial Group
INCREASED9282+10+12%$21.4K$35.7K+$14.3K2026-10-21
Elevation Wealth Partners, LLC
UNCHANGED888800%$22.9K$34.1K+$11.2K2026-10-07
Latitude Advisors, LLC
NEW87—+87——$33.6K—2026-10-27
Vestor Capital, LLC
DECREASED86338-252-75%$92$149+$572026-11-04
Strengthening Families & Communities, LLC
DECREASED8687-1-1%$22.7K$33.5K+$10.8K2026-10-21
Tidemark, LLC
INCREASED8578+7+9%$20.3K$32.9K+$12.6K2026-11-09
West Branch Capital LLC
UNCHANGED838300%$21.6K$32.2K+$10.6K2026-10-20
Balance Wealth Partners LLC
NEW82—+82——$31.7K—2026-10-27
Brown, Lisle Ings, Inc.
UNCHANGED787800%$20.3K$30.2K+$9.9K2026-10-16
First Premier Bank
UNCHANGED777700%$20$30+$102026-10-13
DiNuzzo Private Wealth, Inc.
UNCHANGED757500%$19.5K$29.1K+$9.5K2026-10-16
Meramec Financial Planners, LLC
UNCHANGED727200%$22.0K$24.9K+$3.0K2026-11-09
Kentucky Trust Co
UNCHANGED717100%$18.5K$27.5K+$9.0K2026-10-15
Addison Advisors LLC
UNCHANGED707000%$18.2K$27.1K+$8.9K2026-11-06
Bay Harbor Wealth Management, LLC
DECREASED68560-492-88%$145.8K$26.4K-$119.5K2026-11-03
General Partner, Inc.
UNCHANGED666600%$17.2K$25.6K+$8.4K2026-10-05
Toth Financial Advisory Corp
INCREASED6562+3+5%$16.1K$25.2K+$9.0K2026-10-08
Gleason Group, Inc.
UNCHANGED656500%$16.8K$25.1K+$8.3K2026-10-15
DeDora Capital, Inc.
NEW63—+63——$24.4K—2026-10-26
Clark Wealth Partners
INCREASED6347+16+34%$12.2K$24.4K+$12.2K2026-10-19
Burk Holdings LLC
INCREASED6155+6+11%$14.3K$23.6K+$9.3K2026-11-05
Cetera Trust Company, N.a
UNCHANGED606000%$15.6K$23.3K+$7.6K2026-11-09
Byrne Asset Management LLC
DECREASED5575-20-27%$19.5K$22.5K+$2.9K2026-10-06
IMG Wealth Management, Inc.
INCREASED5447+7+15%$12.2K$20.9K+$8.7K2026-10-27
United Financial Planning Group LLC
UNCHANGED525200%$13.5K$20.2K+$6.6K2026-11-04
West Financial Advisors, LLC
UNCHANGED525200%$13.6K$20.3K+$6.7K2026-10-22
Nova Financial LLC
NEW50—+50——$19.4K—2026-11-04
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A.
UNCHANGED505000%$13.0K$19.4K+$6.4K2026-10-23
North Star Investment Management Corp.
DECREASED4967-18-27%$17.4K$19.0K+$1.5K2026-10-27
Kingdom Financial Group Llc.
INCREASED4942+7+17%$10.9K$19.0K+$8.1K2026-11-04
Aspect Partners, LLC
UNCHANGED494900%$12.8K$19.0K+$6.2K2026-10-20
Proathlete Wealth Management LLC
NEW46—+46——$17.8K—2026-10-15
Kimelman & Baird, LLC
UNCHANGED454500%$11.7K$17.4K+$5.7K2026-11-03
PlanVest Financial, Inc
UNCHANGED444400%$11.4K$16.9K+$5.6K2026-11-09
Affinity Wealth LLC
UNCHANGED434300%$11.2K$18.0K+$6.8K2026-11-03
Financial Consulate, Inc
INCREASED4234+8+24%$8.9K$16.3K+$7.4K2026-10-23
Financial Network Wealth Advisors LLC
UNCHANGED424200%$10.9K$16.3K+$5.3K2026-10-28
Prudent Man Investment Management, Inc.
NEW40—+40——$15.5K—2026-11-03
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED401,193-1,153-97%$310.7K$15.5K-$295.2K2026-10-14
Hughes Financial Services, LLC
INCREASED3825+13+52%$6.5K$14.6K+$8.1K2026-10-30
Costello Asset Management, Inc
UNCHANGED383800%$10.0K$14.9K+$4.9K2026-10-30
Maseco LLP
NEW37—+37——$14.4K—2026-10-27
Dogwood Wealth Management LLC
DECREASED3536-1-3%$9.4K$13.6K+$4.2K2026-11-09
Acumen Wealth Advisors, LLC
UNCHANGED343400%$8.9K$13.2K+$4.3K2026-11-05
Capital Advisors, Ltd. LLC
INCREASED3317+16+94%$4$13+$92026-10-27
Sunrise Financial Services, LLC
UNCHANGED333300%$8.6K$12.8K+$4.2K2026-10-21
Retirement Wealth Solutions LLC
INCREASED3227+5+19%$7.0K$12.4K+$5.4K2026-10-07
Marquette Asset Management, LLC
UNCHANGED323200%$8.3K$12.4K+$4.1K2026-10-09
Polaris Financial Partners
NEW31—+31——$12—2026-10-02
Holos Integrated Wealth LLC
UNCHANGED313100%$8.3K$13.4K+$5.2K2026-10-23
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED313100%$8.1K$12.0K+$3.9K2026-10-07
Abound Wealth Management
INCREASED3015+15+100%$4.0K$11.8K+$7.8K2026-10-26
TFC Financial Management, Inc.
UNCHANGED303000%$7.9K$11.7K+$3.8K2026-10-26
Caldwell Sutter Capital, Inc.
UNCHANGED292900%$7.6K$11.2K+$3.7K2026-11-09
Chapman Financial Group, LLC
UNCHANGED292900%$7.6K$11.2K+$3.7K2026-10-26
KFG LLC
NEW23—+23——$8.9K—2026-11-02
Princeton Global Asset Management LLC
UNCHANGED232300%$6.0K$8.9K+$2.9K2026-10-21
Planning Strategies Inc.
INCREASED2219+3+16%$4.9K$8.5K+$3.6K2026-10-02
Luminist Capital LLC
UNCHANGED222200%$5.7K$8.5K+$2.8K2026-11-10
Gen-Wealth Partners Inc
NEW21—+21——$8.3K—2026-11-04
Davis Capital Management
UNCHANGED202000%$5.2K$7.8K+$2.5K2026-10-08
Torren Management, LLC
UNCHANGED181800%$4.6K$6.9K+$2.3K2026-10-29
Roxbury Financial LLC
UNCHANGED181800%$4.7K$7.0K+$2.3K2026-10-01
Morton Brown Family Wealth, LLC
INCREASED172+15+750%$521$6.6K+$6.1K2026-10-23
Atwood & Palmer Inc
UNCHANGED171700%$4.4K$6.6K+$2.2K2026-10-08
Tounjian Advisory Partners, LLC
INCREASED1610+6+60%$2.7K$6.2K+$3.5K2026-11-04
Activest Wealth Management
INCREASED1614+2+14%$3.6K$6.2K+$2.6K2026-10-15
New England Capital Financial Advisors LLC
UNCHANGED161600%$4.2K$6.2K+$2.1K2026-11-03
RMG Wealth Management LLC
UNCHANGED161600%$5.3K$6.8K+$1.5K2026-10-26
City Holding Co
UNCHANGED161600%$4.2K$6.2K+$2.0K2026-10-19
J.Safra Asset Management Corp
UNCHANGED151500%$3.9K$5.8K+$1.9K2026-11-03
Hager Investment Management Services, LLC
DECREASED1450-36-72%$13.0K$5.4K-$7.6K2026-11-04
Three Bridge Wealth Advisors, LLC
NEW12—+12——$4.7K—2026-11-05
Noble Wealth Management PBC
DECREASED1213-1-8%$3.4K$4.7K+$1.3K2026-10-01
Washington Trust Advisors, Inc.
UNCHANGED121200%$3.1K$4.7K+$1.5K2026-10-22
Cape Investment Advisory, Inc.
UNCHANGED101000%$2.6K$3.9K+$1.3K2026-10-13
Nvwm, LLC
INCREASED98+1+13%$2.1K$3.5K+$1.4K2026-10-14
Winthrop Capital Management, LLC
UNCHANGED8800%$2$3.1K+$3.1K2026-11-05
Jnba Financial Advisors
UNCHANGED8800%$2.1K$3.1K+$1.0K2026-11-03
Highland Investment Advisors LLC
UNCHANGED8800%$2.1K$3.2K+$1.1K2026-11-09
William Mack & Associates, Inc.
NEW7—+7——$2.7K—2026-10-27
Signature Resources Capital Management, LLC
NEW6—+6——$2.3K—2026-10-16
PayPay Securities Corp
UNCHANGED6600%$1.6K$2.3K+$7632026-10-27
Reap Financial Group, LLC
NEW5—+5——$1.9K—2026-11-02
Community Bank, N.A.
NEW5—+5——$1.9K—2026-11-06
Breakwater Investment Management
INCREASED53+2+67%$782$1.9K+$1.2K2026-10-20
Three Bearings Fiduciary Advisors, Inc.
UNCHANGED5500%$1.3K$1.9K+$6362026-11-10
Quaker Wealth Management, LLC
UNCHANGED5500%$1.3K$1.9K+$6362026-10-22
Phillip James Consulting Co.
UNCHANGED4400%$1.0K$1.6K+$5082026-11-03
NorthAvenue LLC
UNCHANGED2200%$521$776+$2552026-10-29
UMB Private Wealth Management, LLC
NEW1—+1——$388—2026-10-19
Fairscale Capital, LLC
NEW1—+1——$400—2026-11-04
Maryland Capital Advisors Inc.
UNCHANGED1100%$261$388+$1272026-10-15
Empire Life Investments Inc.
CLOSED0152,711-152,711-100%$39.8M$0-$39.8M2026-11-06
Mirae Asset Securities (USA) Inc.
CLOSED032,574-32,574-100%$8.5M$0-$8.5M2026-10-15
Intact Investment Management Inc.
CLOSED031,400-31,400-100%$8.2M$0-$8.2M2026-11-03
Y-Intercept (Hong Kong) Ltd
CLOSED016,831-16,831-100%$4.4M$0-$4.4M2026-10-16
Laurion Capital Management LP
CLOSED015,786-15,786-100%$4.1M$0-$4.1M2026-10-30
Smith Group Asset Management, LLC
CLOSED09,230-9,230-100%$2.4M$0-$2.4M2026-10-27
Ballew Advisors, Inc
CLOSED07,274-7,274-100%$1.9M$0-$1.9M2026-10-05
Greenup Street Wealth Management LLC
CLOSED05,854-5,854-100%$1.5M$0-$1.5M2026-10-28
Natixis
CLOSED05,504-5,504-100%$1.4M$0-$1.4M2026-11-06
AlTi Global, Inc.
CLOSED05,007-5,007-100%$1.3M$0-$1.3M2026-11-09
Synergy Asset Management, LLC
CLOSED04,990-4,990-100%$1.3M$0-$1.3M2026-11-05
J. Safra Sarasin Holding AG
CLOSED03,717-3,717-100%$968.3K$0-$968.3K2026-10-26
Wellington Shields & Co., LLC
CLOSED02,840-2,840-100%$739.7K$0-$739.7K2026-11-03
R Squared Ltd
CLOSED02,334-2,334-100%$607.9K$0-$607.9K2026-11-06
CenterBook Partners LP
CLOSED01,651-1,651-100%$430.0K$0-$430.0K2026-11-02
Grant Private Wealth Management Inc
CLOSED01,512-1,512-100%$393.8K$0-$393.8K2026-10-19
Guardian Wealth Advisors, LLC
CLOSED01,318-1,318-100%$343.3K$0-$343.3K2026-10-30
Skylands Capital, LLC
CLOSED01,300-1,300-100%$338.6K$0-$338.6K2026-10-21
Tobam
CLOSED01,148-1,148-100%$299.0K$0-$299.0K2026-11-03
Autumn Glory Partners, LLC
CLOSED01,063-1,063-100%$276.9K$0-$276.9K2026-10-26
Shufro Rose & Co LLC
CLOSED01,050-1,050-100%$273.5K$0-$273.5K2026-11-10
Sigma Investment Counselors Inc
CLOSED0977-977-100%$254.5K$0-$254.5K2026-10-27
Legacy Capital Wealth Partners, LLC
CLOSED0965-965-100%$251.4K$0-$251.4K2026-10-21
Cardinal Point Capital Management ULC
CLOSED0903-903-100%$235.3K$0-$235.3K2026-10-21
Intrua Financial, LLC
CLOSED0902-902-100%$235.0K$0-$235.0K2026-10-28
Oppenheimer & Close, LLC
CLOSED0900-900-100%$234.4K$0-$234.4K2026-11-09
TritonPoint Partners, LLC
CLOSED0897-897-100%$233.7K$0-$233.7K2026-11-05
MRA Advisory Group
CLOSED0819-819-100%$213.4K$0-$213.4K2026-10-07
Munich Reinsurance Co Stock Corp in Munich
CLOSED0473-473-100%$123.2K$0-$123.2K2026-10-30
Stone House Investment Management, LLC
CLOSED0413-413-100%$107.6K$0-$107.6K2026-10-23
Park Place Capital Corp
CLOSED0412-412-100%$107.4K$0-$107.4K2026-11-09
Solstein Capital, LLC
CLOSED0369-369-100%$96.1K$0-$96.1K2026-11-02
AdvisorNet Financial, Inc
CLOSED0173-173-100%$45.1K$0-$45.1K2026-10-15
Gill Capital Partners, LLC
CLOSED0120-120-100%$31.3K$0-$31.3K2026-10-13
Axiom Investment Management LLC
CLOSED0116-116-100%$30.2K$0-$30.2K2026-11-03
Cornerstone Planning Group LLC
CLOSED091-91-100%$28.4K$0-$28.4K2026-10-16
LifeSteps Financial, Inc.
CLOSED057-57-100%$14.8K$0-$14.8K2026-10-15
Commonwealth Retirement Investments LLC
CLOSED027-27-100%$7.1K$0-$7.1K2026-10-26
Vermillion Wealth Management, Inc.
CLOSED021-21-100%$5.5K$0-$5.5K2026-10-26
Tompkins Financial Corp
CLOSED015-15-100%$3.9K$0-$3.9K2026-10-05
Spectrum Wealth Advisory Group, LLC
CLOSED05-5-100%$1.3K$0-$1.3K2026-10-29
Trifecta Capital Advisors, LLC
CLOSED01-1-100%$261$0-$2612026-10-21
Evolution Advisers, Inc.
CLOSED01-1-100%$0$0$02026-11-06
BlackRock, Inc.
N/A—25,143,225-25,143,225-100%$6.5B———
Vanguard Capital Management LLC
N/A—19,393,258-19,393,258-100%$5.1B———
State Street Corp
N/A—18,903,012-18,903,012-100%$4.9B———
Vanguard Portfolio Management LLC
N/A—14,845,028-14,845,028-100%$3.9B———
Morgan Stanley
N/A—8,039,331-8,039,331-100%$2.1B———
Norges Bank
N/A—6,402,941-6,402,941-100%$1.7B———
Franklin Resources Inc
N/A—6,328,819-6,328,819-100%$1.6B———
Ameriprise Financial Inc
N/A—5,223,386-5,223,386-100%$1.4B———
Bank of America Corp
N/A—4,592,012-4,592,012-100%$1.2B———
Price T Rowe Associates Inc
N/A—3,924,248-3,924,248-100%$1.0B———
Northern Trust Corp
N/A—3,269,044-3,269,044-100%$851.4M———
Invesco Ltd.
N/A—2,845,727-2,845,727-100%$741.1M———
Charles Schwab Investment Management Inc
N/A—2,748,653-2,748,653-100%$715.9M———
Goldman Sachs Group Inc
N/A—2,596,635-2,596,635-100%$676.3M———
JPMorgan Chase & Co
N/A—2,199,990-2,199,990-100%$585.9M———
Arrowstreet Capital, Limited Partnership
N/A—2,192,092-2,192,092-100%$570.9M———
UBS Asset Management Americas LLC
N/A—2,058,341-2,058,341-100%$536.1M———
AQR Capital Management LLC
N/A—2,020,410-2,020,410-100%$526.2M———
Massachusetts Financial Services Co
N/A—1,908,575-1,908,575-100%$503.7M———
Vanguard Fiduciary Trust Co
N/A—1,671,768-1,671,768-100%$435.4M———
UBS Group AG
N/A—1,650,512-1,650,512-100%$429.9M———
Legal & General Group Plc
N/A—1,602,197-1,602,197-100%$417.3M———
Wells Fargo & Company
N/A—1,543,461-1,543,461-100%$402.0M———
Allianz Asset Management GmbH
N/A—1,475,090-1,475,090-100%$384.2M———
Royal Bank of Canada
N/A—1,352,331-1,352,331-100%$352.2M———
Life Cycle Investment Partners Ltd
N/A—1,312,007-1,312,007-100%$341.7M———
Two Sigma Investments, LP
N/A—1,283,485-1,283,485-100%$334.3M———
Raymond James Financial Inc
N/A—1,070,875-1,070,875-100%$278.9M———
Pacer Advisors, Inc.
N/A—1,039,530-1,039,530-100%$270.7M———
Jacobs Levy Equity Management, Inc
N/A—913,704-913,704-100%$238.0M———
Swiss National Bank
N/A—843,300-843,300-100%$219.6M———
Millennium Management LLC
N/A—804,483-804,483-100%$209.5M———
Voya Investment Management LLC
N/A—795,163-795,163-100%$207.1M———
HSBC Holdings PLC
N/A—743,997-743,997-100%$194.2M———
BNP Paribas Financial Markets
N/A—729,167-729,167-100%$189.9M———
Wellington Management Group LLP
N/A—694,975-694,975-100%$181.0M———
Vanguard Global Advisers, LLC
N/A—652,857-652,857-100%$170.0M———
California Public Employees Retirement System
N/A—636,810-636,810-100%$165.9M———
Vanguard Asset Management, Ltd
N/A—634,065-634,065-100%$165.1M———
Victory Capital Management Inc
N/A—610,241-610,241-100%$158.9M———
Manufacturers Life Insurance Company, the
N/A—594,472-594,472-100%$154.8M———
Rhumbline Advisers
N/A—572,841-572,841-100%$149.2M———
California State Teachers Retirement System
N/A—552,205-552,205-100%$143.8M———
National Pension Service
N/A—549,675-549,675-100%$143.2M———
Stifel Financial Corp
N/A—548,666-548,666-100%$142.9M———
Huntington National Bank
N/A—545,288-545,288-100%$142.0M———
Worldquant Millennium Advisors LLC
N/A—513,652-513,652-100%$133.8M———
SG Americas Securities, LLC
N/A—500,074-500,074-100%$130.2M———
Qube Research & Technologies Ltd
N/A—450,601-450,601-100%$117.4M———
Royal London Asset Management LTD
N/A—440,816-440,816-100%$114.8M———
Jennison Associates LLC
N/A—432,725-432,725-100%$112.7M———
Holocene Advisors, LP
N/A—430,579-430,579-100%$112.1M———
LOS Angeles Capital Management LLC
N/A—419,149-419,149-100%$109.2M———
Empower Advisory Group, LLC
N/A—383,974-383,974-100%$100.0M———
Alliancebernstein L.P.
N/A—355,884-355,884-100%$87.9M———
1832 Asset Management L.P.
N/A—340,955-340,955-100%$88.8M———
Ensign Peak Advisors, Inc
N/A—339,866-339,866-100%$88.5M———
Aviva PLC
N/A—314,196-314,196-100%$81.8M———
SEI Investments Co
N/A—312,289-312,289-100%$81.3M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—295,300-295,300-100%$76.9M———
Bridgewater Associates, LP
N/A—285,001-285,001-100%$74.2M———
Envestnet Asset Management Inc
N/A—274,721-274,721-100%$71.5M———
New York State Common Retirement Fund
N/A—272,263-272,263-100%$70.9M———
Northwestern Mutual Wealth Management Co
N/A—267,439-267,439-100%$69.7M———
Balyasny Asset Management L.P.
N/A—264,524-264,524-100%$68.9M———
Gotham Asset Management, LLC
N/A—260,471-260,471-100%$67.8M———
Jane Street Group, LLC
N/A—258,281-258,281-100%$67.3M———
Adage Capital Partners GP, L.L.C.
N/A—249,600-249,600-100%$65.0M———
State Board of Administration of Florida Retirement System
N/A—248,480-248,480-100%$64.7M———
Quantinno Capital Management LP
N/A—248,105-248,105-100%$64.6M———
Panagora Asset Management Inc
N/A—247,846-247,846-100%$64.5M———
Canada Life Assurance Co
N/A—236,409-236,409-100%$61.5M———
Jones Financial Companies Lllp
N/A—235,150-235,150-100%$61.0M———
Korea Investment Corp
N/A—232,795-232,795-100%$60.6M———
Empowered Funds, LLC
N/A—231,804-231,804-100%$60.4M———
EP Wealth Advisors, LLC
N/A—229,679-229,679-100%$59.8M———
Focus Partners Wealth
N/A—226,463-226,463-100%$59.0M———
American Century Companies Inc
N/A—225,277-225,277-100%$58.7M———
KLP Kapitalforvaltning AS
N/A—225,161-225,161-100%$58.6M———
Natixis Advisors, LLC
N/A—218,161-218,161-100%$56.8M———
O'shaughnessy Asset Management, LLC
N/A—215,079-215,079-100%$56.0M———
Mariner, LLC
N/A—209,515-209,515-100%$54.6M———
First Trust Advisors LP
N/A—204,792-204,792-100%$53.3M———
HRT Financial LP
N/A—200,440-200,440-100%$52.2M———
Cetera Investment Advisers
N/A—197,566-197,566-100%$51.5M———
TD Asset Management Inc
N/A—195,842-195,842-100%$51.0M———
CIBC World Market Inc.
N/A—194,227-194,227-100%$50.6M———
Solus Alternative Asset Management LP
N/A—189,577-189,577-100%$49.4M———
Neuberger Berman Group LLC
N/A—187,185-187,185-100%$48.8M———
Whittier Trust Co
N/A—185,983-185,983-100%$50.3M———
Van Eck Associates Corp
N/A—185,739-185,739-100%$48.4M———
Prudential Financial Inc
N/A—183,928-183,928-100%$47.9M———
State of Wisconsin Investment Board
N/A—183,206-183,206-100%$47.7M———
Freestone Grove Partners LP
N/A—171,632-171,632-100%$44.7M———
Susquehanna International Group, LLP
N/A—171,506-171,506-100%$44.7M———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—161,201-161,201-100%$42.0M———
Groupama Asset Managment
N/A—161,059-161,059-100%$42.8M———
National Bank of Canada
N/A—160,800-160,800-100%$41.9M———
Tortoise Capital Advisors, L.L.C.
N/A—158,847-158,847-100%$41.4M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—153,564-153,564-100%$40.0M———
Canada Pension Plan Investment Board
N/A—151,510-151,510-100%$39.5M———
Pinnacle Financial Partners, Inc.
N/A—149,897-149,897-100%$39.0M———
Chevy Chase Trust Holdings, LLC
N/A—143,855-143,855-100%$37.5M———
Vanguard Investments Australia, Ltd.
N/A—143,312-143,312-100%$37.3M———
Tremblant Capital Group
N/A—139,187-139,187-100%$36.2M———
Sagefield Capital LP
N/A—138,920-138,920-100%$36.2M———
Mitsubishi UFJ Trust & Banking Corp
N/A—137,126-137,126-100%$35.7M———
Sanctuary Advisors, LLC
N/A—136,939-136,939-100%$35.7M———
Jupiter Topco LLC
N/A—135,127-135,127-100%$35.2M———
Captrust Financial Advisors
N/A—134,960-134,960-100%$35.2M———
Cerity Partners LLC
N/A—134,168-134,168-100%$34.9M———
Schroder Investment Management Group
N/A—132,521-132,521-100%$35.3M———
Renaissance Technologies LLC
N/A—130,988-130,988-100%$34.1M———
Nomura Asset Management Co LTD
N/A—130,387-130,387-100%$34.0M———
Citadel Advisors LLC
N/A—128,064-128,064-100%$33.4M———
Public Employees Retirement System of Ohio
N/A—127,156-127,156-100%$33.1M———
Marshall Wace, LLP
N/A—126,348-126,348-100%$32.9M———
Treasurer of the State of North Carolina
N/A—126,018-126,018-100%$32.8M———
Rokos Capital Management LLP
N/A—124,563-124,563-100%$32.4M———
SIR Capital Management, L.P.
N/A—124,319-124,319-100%$32.4M———
Nomura Asset Management International Inc.
N/A—122,655-122,655-100%$31.9M———
Martingale Asset Management L P
N/A—119,405-119,405-100%$31.1M———
Discovery Capital Management, LLC / CT
N/A—119,400-119,400-100%$31.1M———
BNP Paribas Asset Management Holding S.A.
N/A—115,597-115,597-100%$30.2M———
Baird Financial Group, Inc.
N/A—113,973-113,973-100%$29.7M———
AE Wealth Management LLC
N/A—113,303-113,303-100%$29.5M———
Erste Asset Management GmbH
N/A—111,210-111,210-100%$29.6M———
Teacher Retirement System of Texas
N/A—107,855-107,855-100%$28.1M———
Vinva Investment Management Ltd
N/A—101,485-101,485-100%$27.0M———
Beacon Pointe Advisors, LLC
N/A—101,329-101,329-100%$26.4M———
Yaupon Capital Management LP
N/A—101,156-101,156-100%$26.3M———
Summit Street Capital Management, LLC
N/A—100,073-100,073-100%$26.1M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—99,766-99,766-100%$26.0M———
IEQ Capital, LLC
N/A—97,901-97,901-100%$25.5M———
Rockefeller Capital Management L.P.
N/A—97,713-97,713-100%$25.4M———
Cohen & Steers, Inc.
N/A—94,430-94,430-100%$24.6M———
Osaic Holdings, Inc.
N/A—92,750-92,750-100%$24.2M———
State of Tennessee, Department of Treasury
N/A—92,736-92,736-100%$24.2M———
Bank of Nova Scotia
N/A—91,607-91,607-100%$23.9M———
Toronto Dominion Bank
N/A—89,842-89,842-100%$23.4M———
Man Group plc
N/A—88,844-88,844-100%$23.1M———
Resona Asset Management Co.,Ltd.
N/A—87,660-87,660-100%$22.9M———
Pinebridge Investments LLC
N/A—85,581-85,581-100%$22.3M———
Public Sector Pension Investment Board
N/A—84,827-84,827-100%$22.1M———
Paradiem, LLC
N/A—80,466-80,466-100%$21.0M———
CIBC Bancorp USA Inc.
N/A—79,184-79,184-100%$20.6M———
Hamilton Capital Partners Inc.
N/A—77,705-77,705-100%$20.2M———
Readystate Asset Management LP
N/A—77,289-77,289-100%$20.1M———
Janney Montgomery Scott LLC
N/A—76,815-76,815-100%$20.0M———
Gabelli Funds LLC
N/A—76,683-76,683-100%$20.0M———
Federation des caisses Desjardins du Quebec
N/A—76,266-76,266-100%$19.9M———
CSM Advisors, LLC
N/A—75,128-75,128-100%$19.6M———
Praetorian PR LLC
N/A—75,000-75,000-100%$19.5M———
Whittier Trust Co of Nevada Inc
N/A—74,928-74,928-100%$19.9M———
Alyeska Investment Group, L.P.
N/A—74,429-74,429-100%$19.4M———
Bollard Group LLC
N/A—73,567-73,567-100%$19.2M———
DnB Asset Management AS
N/A—71,691-71,691-100%$18.7M———
Rafferty Asset Management, LLC
N/A—71,012-71,012-100%$18.5M———
Mercer Global Advisors Inc
N/A—69,422-69,422-100%$18.1M———
MetLife Investment Management, LLC
N/A—69,308-69,308-100%$18.1M———
Investment Management Corp of Ontario
N/A—67,740-67,740-100%$17.6M———
NewEdge Advisors, LLC
N/A—67,092-67,092-100%$17.5M———
Woodline Partners LP
N/A—64,925-64,925-100%$16.9M———
Credit Agricole S A
N/A—63,695-63,695-100%$16.6M———
Advisors Asset Management, Inc.
N/A—60,240-60,240-100%$15.7M———
QRG Capital Management, Inc.
N/A—58,558-58,558-100%$15.3M———
Winton Group Ltd
N/A—58,515-58,515-100%$15.2M———
Vanguard Personalized Indexing Management, LLC
N/A—55,303-55,303-100%$14.4M———
Jain Global LLC
N/A—53,865-53,865-100%$14.0M———
Pathstone Holdings, LLC
N/A—53,664-53,664-100%$14.0M———
Federated Hermes, Inc.
N/A—52,218-52,218-100%$13.6M———
Tudor Investment Corp ET AL
N/A—51,652-51,652-100%$13.5M———
Auxier Asset Management LLC
N/A—51,483-51,483-100%$13.4M———
Flputnam Investment Management Co
N/A—50,851-50,851-100%$13.2M———
Moore Capital Management, LP
N/A—50,657-50,657-100%$13.2M———
Foundations Investment Advisors, LLC
N/A—49,353-49,353-100%$12.9M———
Texas Yale Capital Corp.
N/A—48,295-48,295-100%$12.6M———
MML Investors Services, LLC
N/A—47,458-47,458-100%$12.4M———
Sienna Gestion
N/A—46,818-46,818-100%$12.6M———
Fiduciary Trust Co
N/A—46,309-46,309-100%$12.1M———
Tidal Investments LLC
N/A—46,117-46,117-100%$12.0M———
Macquarie Group LTD
N/A—46,047-46,047-100%$12.0M———
Hancock Whitney Corp
N/A—45,441-45,441-100%$11.8M———
Cresset Asset Management, LLC
N/A—45,286-45,286-100%$11.8M———
Cambria Investment Management, L.P.
N/A—45,248-45,248-100%$11.8M———
British Columbia Investment Management Corp
N/A—44,920-44,920-100%$11.7M———
Utah Retirement Systems
N/A—44,918-44,918-100%$11.7M———
Commerce Bank
N/A—41,942-41,942-100%$10.9M———
Ilmarinen Mutual Pension Insurance Co
N/A—40,500-40,500-100%$10.5M———
Nissay Asset Management Corp N
N/A—40,027-40,027-100%$10.4M———
Catalyst Funds Management Pty Ltd
N/A—39,908-39,908-100%$10.4M———
Arax Advisory Partners
N/A—39,690-39,690-100%$10.3M———
MAI Capital Management
N/A—38,728-38,728-100%$10.1M———
Steward Partners Investment Advisory, LLC
N/A—38,395-38,395-100%$10.0M———
Public Employees Retirement Association of Colorado
N/A—38,277-38,277-100%$10.0M———
Mediolanum International Funds Ltd
N/A—38,242-38,242-100%$10.2M———
Berger Financial Group, Inc
N/A—38,101-38,101-100%$9.9M———
Semper Augustus Investments Group LLC
N/A—37,893-37,893-100%$9.9M———
L & S Advisors Inc
N/A—37,707-37,707-100%$9.8M———
Advisory Services Network, LLC
N/A—36,896-36,896-100%$9.6M———
Zurich Insurance Group Ltd
N/A—36,175-36,175-100%$9.4M———
Thomasville National Bank
N/A—35,625-35,625-100%$9.3M———
Verition Fund Management LLC
N/A—34,986-34,986-100%$9.1M———
Atlantic Union Bankshares Corp
N/A—34,718-34,718-100%$9.0M———
Cambridge Financial Group, Inc.
N/A—34,484-34,484-100%$9.0M———
Stephens Inc
N/A—34,482-34,482-100%$9.0M———
Private Advisor Group, LLC
N/A—34,179-34,179-100%$8.9M———
Allstate Corp
N/A—33,915-33,915-100%$8.8M———
Elo Mutual Pension Insurance Co
N/A—33,901-33,901-100%$8.8M———
&partners
N/A—32,750-32,750-100%$8.5M———
D. E. Shaw & Co., Inc.
N/A—31,866-31,866-100%$8.3M———
Omers Administration Corp
N/A—30,880-30,880-100%$8.0M———
Longbow Finance SA
N/A—30,796-30,796-100%$8.0M———
Lazard Asset Management LLC
N/A—28,551-28,551-100%$7.4M———
Gladstone Institutional Advisory LLC
N/A—28,368-28,368-100%$7.4M———
Longaeva Partners L.P.
N/A—27,631-27,631-100%$7.2M———
Parallax Volatility Advisers, L.P.
N/A—27,597-27,597-100%$7.2M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—27,435-27,435-100%$7.1M———
Stratos Wealth Partners, Ltd.
N/A—27,392-27,392-100%$7.1M———
Sequoia Financial Advisors, LLC
N/A—27,186-27,186-100%$7.1M———
Pinnbrook Capital Management LP
N/A—26,636-26,636-100%$6.9M———
GQG Partners LLC
N/A—26,587-26,587-100%$6.9M———
Hite Hedge Asset Management LLC
N/A—26,297-26,297-100%$6.8M———
Entropy Technologies, LP
N/A—26,288-26,288-100%$6.8M———
Primecap Management Co
N/A—26,000-26,000-100%$6.8M———
OneDigital Investment Advisors LLC
N/A—25,965-25,965-100%$6.8M———
Empirical Finance, LLC
N/A—25,476-25,476-100%$6.6M———
Nomura Holdings Inc
N/A—25,469-25,469-100%$6.6M———
Glenmede Trust Co NA
N/A—25,427-25,427-100%$6.6M———
Resources Management Corp
N/A—24,360-24,360-100%$6.3M———
BTC Capital Management, Inc.
N/A—24,139-24,139-100%$6.3M———
Engineers Gate Manager LP
N/A—23,551-23,551-100%$6.1M———
one8zero8, LLC
N/A—23,524-23,524-100%$6.1M———
Atalanta Sosnoff Capital, LLC
N/A—23,243-23,243-100%$6.1M———
Oddo BHF Asset Management SAS
N/A—23,211-23,211-100%$6.0M———
Northwest Bancshares, Inc.
N/A—23,084-23,084-100%$6.0M———
Trexquant Investment LP
N/A—22,262-22,262-100%$5.8M———
Dockside LLC
N/A—21,726-21,726-100%$5.7M———
Cinctive Capital Management LP
N/A—21,504-21,504-100%$5.6M———
Family Manage LLC
N/A—21,211-21,211-100%$5.5M———
IMA Advisory Services, Inc.
N/A—20,948-20,948-100%$5.5M———
Saudi Central Bank
N/A—20,927-20,927-100%$5.5M———
Westwood Holdings Group Inc
N/A—20,923-20,923-100%$5.4M———
Dark Forest Capital Management LP
N/A—20,142-20,142-100%$5.2M———
Guggenheim Capital LLC
N/A—19,759-19,759-100%$5.1M———
Trinity Legacy Partners, LLC
N/A—19,676-19,676-100%$5.9M———
Equitable Holdings, Inc.
N/A—19,652-19,652-100%$5.1M———
Norinchukin Bank, The
N/A—19,650-19,650-100%$5.1M———
Smartleaf Asset Management LLC
N/A—19,635-19,635-100%$5.2M———
Caprock Group, LLC
N/A—19,342-19,342-100%$5.0M———
Kentucky Retirement Systems
N/A—19,190-19,190-100%$5.0M———
Energy Income Partners, LLC
N/A—18,888-18,888-100%$4.9M———
Foster & Motley Inc
N/A—18,774-18,774-100%$4.9M———
Uniplan Investment Counsel, Inc.
N/A—18,709-18,709-100%$4.9M———
Orion Porfolio Solutions, LLC
N/A—18,665-18,665-100%$4.9M———
Kingsview Wealth Management, LLC
N/A—18,643-18,643-100%$4.9M———
Mathes Company, Inc.
N/A—18,085-18,085-100%$4.7M———
Benjamin Edwards Inc
N/A—18,023-18,023-100%$4.7M———
CI Investments Inc.
N/A—17,919-17,919-100%$4.7M———
Groupe la Francaise
N/A—17,238-17,238-100%$4.5M———
Beacon Investment Advisors LLC
N/A—17,061-17,061-100%$4.4M———
Evolve Private Wealth, LLC
N/A—16,899-16,899-100%$4.4M———
Bleakley Financial Group, LLC
N/A—16,744-16,744-100%$4.4M———
Prosperity Consulting Group, LLC
N/A—16,497-16,497-100%$4.3M———
Metis Global Partners, LLC
N/A—16,468-16,468-100%$4.3M———
Sciencast Management LP
N/A—16,286-16,286-100%$4.2M———
Navellier & Associates Inc
N/A—16,122-16,122-100%$4.2M———
GeoSphere Capital Management, LLC
N/A—16,000-16,000-100%$4.2M———
Prudential PLC
N/A—15,964-15,964-100%$4.2M———
BFC Planning, Inc.
N/A—15,868-15,868-100%$4.1M———
Zacks Investment Management
N/A—15,734-15,734-100%$4.1M———
Roundview Capital LLC
N/A—15,545-15,545-100%$4.0M———
Kayne Anderson Rudnick Investment Management LLC
N/A—15,488-15,488-100%$4.0M———
Vident Advisory, LLC
N/A—15,338-15,338-100%$4.0M———
Anchor Investment Management, LLC
N/A—15,240-15,240-100%$4.0M———
Siemens Fonds Invest GmbH
N/A—15,162-15,162-100%$3.9M———
Intrust Bank NA
N/A—14,780-14,780-100%$3.8M———
Horizon Investments, LLC
N/A—14,586-14,586-100%$3.8M———
Schonfeld Strategic Advisors LLC
N/A—14,365-14,365-100%$3.7M———
Bragg Financial Advisors, Inc
N/A—14,306-14,306-100%$3.7M———
Syon Capital LLC
N/A—14,232-14,232-100%$3.7M———
Walleye Trading LLC
N/A—14,178-14,178-100%$3.7M———
Tower Research Capital LLC (TRC)
N/A—14,121-14,121-100%$3.7M———
Principal Securities, Inc.
N/A—14,009-14,009-100%$3.6M———
United Capital Financial Advisors, LLC
N/A—13,963-13,963-100%$3.6M———
Independent Advisor Alliance
N/A—13,911-13,911-100%$3.6M———
Waverly Advisors, LLC
N/A—13,768-13,768-100%$3.6M———
Bridgeway Capital Management, LLC
N/A—13,670-13,670-100%$3.6M———
Summit Trail Advisors, LLC
N/A—13,626-13,626-100%$3.5M———
Banco de Sabadell, S.a
N/A—13,482-13,482-100%$3.5M———
Integrated Wealth Concepts LLC
N/A—13,389-13,389-100%$3.5M———
Orleans Capital Management Corp
N/A—13,311-13,311-100%$3.5M———
Cornerstone Select Advisors, LLC
N/A—13,285-13,285-100%$3.5M———
Loomis Sayles & Co L P
N/A—13,131-13,131-100%$3.4M———
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
N/A—12,800-12,800-100%$3.3M———
Rothschild Investment LLC
N/A—12,702-12,702-100%$3.3M———
Affinity Investment Advisors, LLC
N/A—12,656-12,656-100%$3.3M———
Fidelis Capital Partners, LLC
N/A—12,627-12,627-100%$3.3M———
Snowden Capital Advisors LLC
N/A—12,440-12,440-100%$3.2M———
Focus Partners Advisor Solutions, LLC
N/A—12,419-12,419-100%$3.2M———
JT Stratford LLC
N/A—12,089-12,089-100%$3.1M———
Alphadyne Asset Management LP
N/A—12,064-12,064-100%$3.1M———
Mufg Securities Emea plc
N/A—11,622-11,622-100%$3.0M———
PFG Investments, LLC
N/A—11,508-11,508-100%$3.0M———
Meiji Yasuda Asset Management Co Ltd.
N/A—11,441-11,441-100%$3.0M———
Boothbay Fund Management, LLC
N/A—11,406-11,406-100%$3.0M———
Capital Fund Management S.A.
N/A—10,923-10,923-100%$2.8M———
Becker Capital Management Inc
N/A—10,825-10,825-100%$2.8M———
Global Retirement Partners, LLC
N/A—10,780-10,780-100%$2.8M———
Brown Brothers Harriman & Co
N/A—10,735-10,735-100%$2.8M———
Viawealth, LLC
N/A—10,731-10,731-100%$2.8M———
Threadgill Financial, LLC
N/A—10,685-10,685-100%$2.8M———
Brown Advisory Inc
N/A—10,674-10,674-100%$2.8M———
Dauntless Investment Group, LLC
N/A—10,620-10,620-100%$2.8M———
Daiichi Life Insurance Co., Ltd.
N/A—10,475-10,475-100%$2.7M———
Laird Norton Wetherby Trust Company, LLC
N/A—10,457-10,457-100%$2.7M———
Arkadios Wealth Advisors
N/A—10,265-10,265-100%$2.7M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—10,223-10,223-100%$2.7M———
Harvest Portfolios Group Inc.
N/A—10,004-10,004-100%$2.6M———
Johnson Financial Group, Inc.
N/A—9,760-9,760-100%$2.5M———
Peapack Gladstone Financial Corp
N/A—9,541-9,541-100%$2.5M———
Northwestern Mutual Investment Management Company, LLC
N/A—9,520-9,520-100%$2.5M———
Aptus Capital Advisors, LLC
N/A—9,414-9,414-100%$2.5M———
Capital Advisors Inc
N/A—8,969-8,969-100%$2.3M———
Hudson Bay Capital Management LP
N/A—8,947-8,947-100%$2.3M———
Mufg Securities Americas Inc.
N/A—8,944-8,944-100%$2.3M———
Johnson Investment Counsel Inc
N/A—8,830-8,830-100%$2.3M———
Graham Capital Management, L.P.
N/A—8,744-8,744-100%$2.3M———
Ark Wealth Advisors LLC
N/A—8,714-8,714-100%$2.3M———
World Investment Advisors
N/A—8,673-8,673-100%$2.2M———
NewEdge Wealth, LLC
N/A—8,609-8,609-100%$2.2M———
Stevens Capital Management LP
N/A—8,547-8,547-100%$2.2M———
Mutual Advisors, LLC
N/A—8,521-8,521-100%$2.2M———
Vestcor Inc
N/A—8,497-8,497-100%$2.2M———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—8,387-8,387-100%$2.2M———
BNP Paribas
N/A—8,385-8,385-100%$2.2M———
SummitTX Capital, L.P.
N/A—8,235-8,235-100%$2.1M———
MRP Capital Investments, LLC
N/A—8,214-8,214-100%$2.1M———
Corsicana & Co.
N/A—8,132-8,132-100%$2.1M———
Osmosis Investment Management UK Ltd
N/A—8,129-8,129-100%$2.1M———
Kentucky Retirement Systems Insurance Trust Fund
N/A—7,963-7,963-100%$2.1M———
Mitchell Mcleod Pugh & Williams Inc
N/A—7,905-7,905-100%$2.1M———
SIG Brokerage, LP
N/A—7,889-7,889-100%$2.1M———
Brevan Howard Capital Management LP
N/A—7,822-7,822-100%$2.0M———
Tradewinds, Llc.
N/A—7,773-7,773-100%$574.9K———
GeoWealth Management, LLC
N/A—7,744-7,744-100%$2.0M———
Aigen Investment Management, LP
N/A—7,638-7,638-100%$2.0M———
Bluespring Wealth Management, LLC
N/A—7,538-7,538-100%$2.0M———
Oceanic Investment Management LTD
N/A—7,417-7,417-100%$1.9M———
Algert Global LLC
N/A—7,341-7,341-100%$1.9M———
Savvy Advisors, Inc.
N/A—7,284-7,284-100%$1.9M———
RiverFront Investment Group, LLC
N/A—7,268-7,268-100%$1.9M———
Meeder Advisory Services, Inc.
N/A—7,244-7,244-100%$1.9M———
Godshalk Welsh Capital Management, Inc.
N/A—7,200-7,200-100%$1.9M———
Rexford Capital Inc
N/A—7,106-7,106-100%$1.9M———
Alaethes Wealth, LLC
N/A—7,064-7,064-100%$1.8M———
Wealthspire Advisors, LLC
N/A—7,057-7,057-100%$1.8M———
Wahed Invest LLC
N/A—7,040-7,040-100%$1.8M———
RBF Capital, LLC
N/A—7,000-7,000-100%$1.8M———
Twin Capital Management Inc
N/A—6,998-6,998-100%$1.8M———
Rodgers Brothers Inc.
N/A—6,943-6,943-100%$1.8M———
Field & Main Bank
N/A—6,843-6,843-100%$1.8M———
Tocqueville Asset Management L.P.
N/A—6,842-6,842-100%$1.8M———
F/m Investments LLC
N/A—6,749-6,749-100%$1.6M———
Petra Financial Advisors Inc
N/A—6,716-6,716-100%$1.7M———
Vestmark Advisory Solutions, Inc.
N/A—6,691-6,691-100%$1.7M———
X-Square Capital, LLC
N/A—6,668-6,668-100%$1.7M———
Castleark Management LLC
N/A—6,600-6,600-100%$1.7M———
Envestnet Portfolio Solutions, Inc.
N/A—6,454-6,454-100%$1.7M———
IHT Wealth Management, LLC
N/A—6,383-6,383-100%$1.7M———
Nicolet Bankshares Inc
N/A—6,315-6,315-100%$1.7M———
Caxton Associates LLP
N/A—6,312-6,312-100%$1.6M———
Centaurus Financial, Inc.
N/A—6,294-6,294-100%$1.6M———
Centric Wealth Management
N/A—6,149-6,149-100%$1.7M———
Banque Cantonale Vaudoise
N/A—6,086-6,086-100%$1.6M———
Infrastructure Capital Advisors, LLC
N/A—6,074-6,074-100%$1.6M———
Buckley Wealth Management, LLC
N/A—6,024-6,024-100%$1.6M———
Baader Bank Aktiengesellschaft
N/A—5,988-5,988-100%$1.6M———
Qtron Investments LLC
N/A—5,985-5,985-100%$1.6M———
Simmons Bank
N/A—5,968-5,968-100%$1.6M———
Fayez Sarofim & Co
N/A—5,878-5,878-100%$1.5M———
Quantitative Investment Management, LLC
N/A—5,859-5,859-100%$1.5M———
Smith, Moore & Co.
N/A—5,456-5,456-100%$1.4M———
Hillsdale Investment Management Inc.
N/A—5,340-5,340-100%$1.4M———
Advisors Capital Management, LLC
N/A—5,300-5,300-100%$1.4M———
LMR Partners LLP
N/A—5,289-5,289-100%$1.4M———
Hilltop Holdings Inc.
N/A—5,288-5,288-100%$1.4M———
Sovereign Financial Group, Inc.
N/A—5,164-5,164-100%$1.3M———
Frec Markets, Inc.
N/A—5,101-5,101-100%$1.3M———
Owen LaRue, LLC
N/A—5,000-5,000-100%$1.3M———
XTX Topco Ltd
N/A—4,984-4,984-100%$1.3M———
TCW Group Inc
N/A—4,982-4,982-100%$1.3M———
Checchi Capital Advisers, LLC
N/A—4,895-4,895-100%$1.3M———
Pallas Capital Advisors LLC
N/A—4,865-4,865-100%$1.3M———
Brookwood Investment Group LLC
N/A—4,841-4,841-100%$1.3M———
USS Investment Management Ltd
N/A—4,818-4,818-100%$1.3M———
Prelude Capital Management, LLC
N/A—4,786-4,786-100%$1.2M———
Integrated Quantitative Investments LLC
N/A—4,778-4,778-100%$1.2M———
Callan Family Office, LLC
N/A—4,778-4,778-100%$1.2M———
DRW Securities, LLC
N/A—4,665-4,665-100%$1.2M———
Ramirez Asset Management, Inc.
N/A—4,658-4,658-100%$1.2M———
Redwood Investment Management, LLC
N/A—4,554-4,554-100%$1.2M———
SHP Wealth Management
N/A—4,489-4,489-100%$1.2M———
Waterloo Capital, L.P.
N/A—4,459-4,459-100%$1.2M———
Silver Coast Investments LLC
N/A—4,363-4,363-100%$1.1M———
Employees Retirement System of Texas
N/A—4,359-4,359-100%$1.1M———
Dakota Wealth Management
N/A—4,346-4,346-100%$1.1M———
Harvest Fund Management Co., Ltd
N/A—4,342-4,342-100%$1.1M———
Ausdal Financial Partners, Inc.
N/A—4,340-4,340-100%$1.1M———
Sumitomo Life Insurance Co
N/A—4,294-4,294-100%$1.1M———
Chesapeake Asset Management LLC
N/A—4,291-4,291-100%$1.0M———
Evernest Financial Advisors, LLC
N/A—4,180-4,180-100%$1.1M———
Fi3 Financial Advisors, LLC
N/A—4,174-4,174-100%$255.1K———
1ST Source Bank
N/A—4,163-4,163-100%$1.1M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—4,036-4,036-100%$1.1M———
Driehaus Capital Management LLC
N/A—4,008-4,008-100%$1.0M———
Stratos Investment Management, LLC
N/A—4,007-4,007-100%$1.0M———
Bridgefront Capital, LLC
N/A—3,997-3,997-100%$1.0M———
Bank of Hawaii
N/A—3,956-3,956-100%$1.0M———
Hollencrest Capital Management
N/A—3,893-3,893-100%$1.0M———
MorganRosel Wealth Management, LLC
N/A—3,873-3,873-100%$1.0M———
Strait & Sound Wealth Management LLC
N/A—3,864-3,864-100%$1.0M———
Ostrum Asset Management
N/A—3,784-3,784-100%$985.5K———
Ameritas Advisory Services, LLC
N/A—3,775-3,775-100%$983.3K———
Centiva Capital, LP
N/A—3,768-3,768-100%$981.3K———
Ruggaard & Associates LLC
N/A—3,703-3,703-100%$964.4K———
Lombard Odier Asset Management (Switzerland) SA
N/A—3,685-3,685-100%$959.7K———
Waddell & Associates, LLC
N/A—3,616-3,616-100%$941.8K———
SCP Investment, LP
N/A—3,608-3,608-100%$939.7K———
HM Payson & Co
N/A—3,584-3,584-100%$933.4K———
USA Financial Formulas
N/A—3,572-3,572-100%$930.3K———
Brave Asset Management Inc
N/A—3,555-3,555-100%$925.9K———
Red Door Wealth Management, LLC
N/A—3,531-3,531-100%$919.7K———
Palumbo Wealth Management LLC
N/A—3,522-3,522-100%$917.3K———
Proffitt & Goodson Inc
N/A—3,509-3,509-100%$913.9K———
Transamerica Financial Advisors, LLC
N/A—3,504-3,504-100%$912.8K———
Composition Wealth, LLC
N/A—3,478-3,478-100%$905.7K———
Goldstone Financial Group, LLC
N/A—3,462-3,462-100%$901.5K———
Northstar Advisory Group, LLC
N/A—3,446-3,446-100%$897.5K———
Amova Asset Management Americas, Inc.
N/A—3,440-3,440-100%$895.7K———
SageGuard Financial Group, LLC
N/A—3,429-3,429-100%$893.2K———
WealthTrust Axiom LLC
N/A—3,417-3,417-100%$889.8K———
Keating Financial Advisory Services, Inc.
N/A—3,363-3,363-100%$875.9K———
Cladis Investment Advisory, LLC
N/A—3,334-3,334-100%$868.3K———
Empirical Asset Management, LLC
N/A—3,289-3,289-100%$856.5K———
Garden State Investment Advisory Services LLC
N/A—3,287-3,287-100%$856.1K———
Beck Mack & Oliver LLC
N/A—3,242-3,242-100%$844.3K———
Essex Financial Services, Inc.
N/A—3,228-3,228-100%$840.7K———
SageView Advisory Group, LLC
N/A—3,221-3,221-100%$838.9K———
Chico Wealth RIA
N/A—3,200-3,200-100%$833.5K———
Stokes Family Office, LLC
N/A—3,166-3,166-100%$824.6K———
Opal Capital LLC
N/A—3,155-3,155-100%$821.7K———
Daner Wealth Management, LLC
N/A—3,148-3,148-100%$1.1M———
Manning & Napier Advisors LLC
N/A—3,136-3,136-100%$835.2K———
Inspire Advisors, LLC
N/A—3,129-3,129-100%$817.0K———
Aquatic Capital Management LLC
N/A—3,128-3,128-100%$814.7K———
Stonebridge Financial Group, LLC
N/A—3,104-3,104-100%$808.0K———
CastleKnight Management LP
N/A—3,100-3,100-100%$807.4K———
Element Wealth, LLC
N/A—3,067-3,067-100%$798.8K———
Capital Analysts, LLC
N/A—3,042-3,042-100%$792.0K———
Rehmann Capital Advisory Group
N/A—3,036-3,036-100%$790.4K———
Yukon Wealth Management, Inc.
N/A—3,032-3,032-100%$789.7K———
Azimuth Capital Investment Management LLC
N/A—3,000-3,000-100%$781.3K———
Summit Financial, LLC
N/A—2,972-2,972-100%$774.2K———
Bannerstone Capital Management, LLC
N/A—2,958-2,958-100%$770.4K———
Crestmont Private Wealth LLC
N/A—2,936-2,936-100%$764.7K———
Cary Street Partners Financial LLC
N/A—2,910-2,910-100%$757.8K———
Modern Wealth Management, LLC
N/A—2,887-2,887-100%$752.0K———
Intrepid Financial Planning Group LLC
N/A—2,874-2,874-100%$748.5K———
LGT Group Foundation
N/A—2,850-2,850-100%$742.3K———
Choate Investment Advisors
N/A—2,815-2,815-100%$733.1K———
PCM Encore, LLC
N/A—2,810-2,810-100%$731.9K———
Denali Advisors LLC
N/A—2,800-2,800-100%$729.2K———
Gamco Investors, Inc. ET AL
N/A—2,716-2,716-100%$707.4K———
CreativeOne Wealth, LLC
N/A—2,708-2,708-100%$705.2K———
Wealth Management Associates, Inc.
N/A—2,708-2,708-100%$705.2K———
Mosaic Family Wealth Partners, LLC
N/A—2,690-2,690-100%$700.6K———
Financial Advisors Network, Inc.
N/A—2,683-2,683-100%$698.8K———
RD Lewis Holdings, Inc.
N/A—2,673-2,673-100%$851.5K———
OneAscent Financial Services LLC
N/A—2,655-2,655-100%$691.6K———
WCM Investment Management, LLC
N/A—2,634-2,634-100%$701.5K———
Venturi Wealth Management, LLC
N/A—2,633-2,633-100%$685.7K———
EFG International AG
N/A—2,618-2,618-100%$681.8K———
Intellectus Partners, LLC
N/A—2,618-2,618-100%$681.9K———
Trustmark Bank Trust Department
N/A—2,618-2,618-100%$681.8K———
iSAM Funds (UK) Ltd
N/A—2,600-2,600-100%$677.1K———
Owlhouse Capital LP
N/A—2,600-2,600-100%$677.1K———
Ameritas Investment Partners, Inc.
N/A—2,547-2,547-100%$663.3K———
Storgate, LLC
N/A—2,517-2,517-100%$655.5K———
Transcend Capital Advisors, LLC
N/A—2,484-2,484-100%$646.9K———
S Harris Financial Group, LLC
N/A—2,484-2,484-100%$646.9K———
Dorsey & Whitney Trust Co LLC
N/A—2,459-2,459-100%$640.4K———
RWA Wealth Partners, LLC
N/A—2,456-2,456-100%$639.7K———
Westpac Banking Corp
N/A—2,456-2,456-100%$639.6K———
Stratos Wealth Advisors, LLC
N/A—2,449-2,449-100%$637.8K———
Old North State Trust, LLC
N/A—2,425-2,425-100%$632.0K———
PAX Financial Group, LLC
N/A—2,409-2,409-100%$627.4K———
Proficio Capital Partners LLC
N/A—2,309-2,309-100%$601.3K———
Keebeck Wealth Management
N/A—2,307-2,307-100%$600.8K———
Allianz SE
N/A—2,268-2,268-100%$590.7K———
Recurrent Investment Advisors LLC
N/A—2,251-2,251-100%$586.3K———
OneAscent Wealth Management LLC
N/A—2,248-2,248-100%$585.6K———
Edmond de Rothschild Holding S.A.
N/A—2,241-2,241-100%$583.6K———
Pure Financial Advisors, LLC
N/A—2,197-2,197-100%$572.2K———
Eventide Asset Management, LLC
N/A—2,188-2,188-100%$582.7K———
Drucker Wealth 3.0, LLC
N/A—2,183-2,183-100%$568.6K———
Davis R M Inc
N/A—2,182-2,182-100%$568.4K———
CSS LLC
N/A—2,180-2,180-100%$567.8K———
Kovack Advisors, Inc.
N/A—2,165-2,165-100%$574.6K———
Strategies Wealth Advisors, LLC
N/A—2,147-2,147-100%$559.2K———
Silvercrest Asset Management Group LLC
N/A—2,115-2,115-100%$550.8K———
Weiss Asset Management LP
N/A—2,067-2,067-100%$538.3K———
Intesa Sanpaolo S.p.A.
N/A—2,061-2,061-100%$536.8K———
Steadtrust LLC
N/A—2,040-2,040-100%$531.3K———
Ballentine Partners, LLC
N/A—2,014-2,014-100%$524.5K———
Zhang Financial LLC
N/A—2,011-2,011-100%$523.7K———
Financial Sense Advisors, Inc.
N/A—2,000-2,000-100%$520.9K———
ESL Trust Services, LLC
N/A—2,000-2,000-100%$520.9K———
Pinpoint Asset Management (Singapore) Pte. Ltd.
N/A—1,948-1,948-100%$507.3K———
Lifeworks Advisors, LLC
N/A—1,934-1,934-100%$503.7K———
Guardian Wealth Advisors, LLC / NC
N/A—1,898-1,898-100%$494.3K———
McGowan Group Asset Management, Inc.
N/A—1,838-1,838-100%$478.8K———
Maridea Wealth Management LLC
N/A—1,833-1,833-100%$477.5K———
Gentry Private Wealth, LLC
N/A—1,833-1,833-100%$477.4K———
Jackson Thornton Wealth Management, LLC
N/A—1,824-1,824-100%$475.0K———
Claret Asset Management Corp
N/A—1,821-1,821-100%$474.0K———
Elm Partners Management LLC
N/A—1,820-1,820-100%$474.0K———
Barnes Pettey Financial Advisors, LLC
N/A—1,816-1,816-100%$473.0K———
Ducere Wealth Management LLC
N/A—1,796-1,796-100%$467.8K———
Sfmg, LLC
N/A—1,796-1,796-100%$467.8K———
Haverford Trust Co
N/A—1,791-1,791-100%$466.4K———
Ingalls & Snyder LLC
N/A—1,783-1,783-100%$464.0K———
Alvarez & Marsal Private Wealth Partners, LLC
N/A—1,782-1,782-100%$464.1K———
Ethos Financial Group, LLC
N/A—1,778-1,778-100%$535.9K———
Curi Capital, LLC
N/A—1,768-1,768-100%$460.5K———
Hurricane Capital Advisors LLC
N/A—1,766-1,766-100%$459.9K———
Polymer Capital Management (US) LLC
N/A—1,757-1,757-100%$457.6K———
Fieldview Capital Management, LLC
N/A—1,750-1,750-100%$455.8K———
Balanced Wealth Group LLC
N/A—1,742-1,742-100%$453.6K———
Quotient Wealth Partners, LLC
N/A—1,741-1,741-100%$453.3K———
Moneta Group Investment Advisors LLC
N/A—1,732-1,732-100%$451.1K———
Quantum Portfolio Management LLC
N/A—1,724-1,724-100%$449.0K———
Voleon Capital Management LP
N/A—1,715-1,715-100%$446.7K———
Keystone Financial Group
N/A—1,709-1,709-100%$445.2K———
Bayesian Capital Management, LP
N/A—1,700-1,700-100%$442.7K———
CTC Alternative Strategies, Ltd.
N/A—1,700-1,700-100%$442.7K———
L2 Asset Management, LLC
N/A—1,700-1,700-100%$442.7K———
VeraBank, N.A.
N/A—1,699-1,699-100%$442.5K———
One Wealth Advisors, LLC
N/A—1,687-1,687-100%$439.4K———
CFO4Life Group, LLC
N/A—1,685-1,685-100%$438.8K———
LaSalle St. Investment Advisors, LLC
N/A—1,683-1,683-100%$438.3K———
Ameriflex Group, Inc.
N/A—1,677-1,677-100%$436.8K———
Sivia Capital Partners, LLC
N/A—1,664-1,664-100%$433.4K———
Fourth Dimension Wealth, LLC
N/A—1,653-1,653-100%$430.5K———
Goepper Burkhardt LLC
N/A—1,640-1,640-100%$427.2K———
Mayflower Financial Advisors, LLC
N/A—1,637-1,637-100%$426.4K———
Jump Financial, LLC
N/A—1,634-1,634-100%$425.6K———
Inceptionr LLC
N/A—1,625-1,625-100%$423.2K———
PIN OAK Investment Advisors Inc
N/A—1,585-1,585-100%$413.0K———
FOX RUN Management, L.L.C.
N/A—1,572-1,572-100%$409.4K———
Everpar Advisors LLC
N/A—1,550-1,550-100%$403.7K———
Shelton Capital Management
N/A—1,544-1,544-100%$402.1K———
Cannell & Spears LLC
N/A—1,544-1,544-100%$402.1K———
Greenland Capital Management LP
N/A—1,530-1,530-100%$398.5K———
Oxbow Advisors, LLC
N/A—1,526-1,526-100%$397.5K———
Beta Wealth Group, Inc.
N/A—1,510-1,510-100%$393.3K———
EWA, LLC
N/A—1,505-1,505-100%$392.1K———
Concorde Asset Management, LLC
N/A—1,502-1,502-100%$391.1K———
Basecamp Wealth Advisors LLC
N/A—1,502-1,502-100%$391.2K———
Trivium Point Advisory, LLC
N/A—1,496-1,496-100%$389.6K———
Sound View Wealth Advisors Group, LLC
N/A—1,493-1,493-100%$388.8K———
Meiji Yasuda Life Insurance Co
N/A—1,490-1,490-100%$388.1K———
Avalon Trust Co
N/A—1,451-1,451-100%$378.0K———
Capstone Investment Advisors, LLC
N/A—1,444-1,444-100%$376.1K———
OneAscent Family Office, LLC
N/A—1,442-1,442-100%$375.6K———
KDT Advisors, LLC
N/A—1,442-1,442-100%$375.6K———
Calton & Associates, Inc.
N/A—1,432-1,432-100%$373.0K———
Arvest Bank Trust Division
N/A—1,430-1,430-100%$372.4K———
NorthRock Partners, LLC
N/A—1,429-1,429-100%$372.1K———
Pine Harbor Wealth Management, LLC
N/A—1,425-1,425-100%$371.2K———
Kennedy Capital Management LLC
N/A—1,399-1,399-100%$364.4K———
Mirabella Financial Services LLP
N/A—1,396-1,396-100%$363.6K———
Bradley Foster & Sargent Inc
N/A—1,350-1,350-100%$351.6K———
Beck Bode, LLC
N/A—1,337-1,337-100%$348.2K———
Khazanah Nasional Berhad
N/A—1,317-1,317-100%$343.0K———
HHM Wealth Advisors, LLC
N/A—1,305-1,305-100%$339.9K———
Crawford Investment Counsel Inc
N/A—1,301-1,301-100%$338.8K———
City National Bank of Florida
N/A—1,271-1,271-100%$331.0K———
Commerzbank Aktiengesellschaft
N/A—1,259-1,259-100%$328.0K———
Prostatis Group LLC
N/A—1,234-1,234-100%$321.4K———
Defiance ETFs, LLC
N/A—1,203-1,203-100%$324.1K———
Wimmer Associates 1, LLC
N/A—1,200-1,200-100%$312.5K———
Henrickson Nauta Wealth Advisors, Inc.
N/A—1,167-1,167-100%$303.9K———
Alexander Labrunerie & Co., Inc.
N/A—1,167-1,167-100%$303.9K———
Webster Bank, N. A.
N/A—1,133-1,133-100%$295.1K———
Oversea-Chinese Banking Corp Ltd
N/A—1,132-1,132-100%$294.8K———
Colonial Trust Advisors
N/A—1,130-1,130-100%$294.3K———
CVA Family Office, LLC
N/A—1,130-1,130-100%$294.3K———
FourThought Financial Partners, LLC
N/A—1,127-1,127-100%$293.5K———
Evercore Wealth Management, LLC
N/A—1,126-1,126-100%$293.3K———
E Fund Management Co., Ltd.
N/A—1,125-1,125-100%$293.0K———
Fielder Capital Group LLC
N/A—1,122-1,122-100%$292.3K———
1015 Capital Partners, LLC
N/A—1,116-1,116-100%$290.7K———
Ponta Wealth Partners, LLC
N/A—1,107-1,107-100%$288.3K———
Keel Point, LLC
N/A—1,098-1,098-100%$285.9K———
Ancora Advisors LLCA
N/A—1,097-1,097-100%$285.7K———
OneAscent Investment Solutions LLC
N/A—1,082-1,082-100%$281.8K———
Kapstone Financial Advisors LLC
N/A—1,069-1,069-100%$278.4K———
Regal Investment Advisors LLC
N/A—1,057-1,057-100%$275.4K———
Fukoku Mutual Life Insurance Co
N/A—1,055-1,055-100%$274.8K———
Vanguard National Trust Co
N/A—1,047-1,047-100%$272.7K———
Boston Partners
N/A—1,047-1,047-100%$272.7K———
Sagewood Asset Management LP
N/A—1,041-1,041-100%$271.1K———
Pursuit Wealth Strategies, LLC
N/A—1,038-1,038-100%$270.5K———
Advisory Alpha, LLC
N/A—1,037-1,037-100%$270.6K———
Xcelsior Advisor Partners LLC
N/A—1,031-1,031-100%$268.6K———
Optiver Holding B.V.
N/A—1,031-1,031-100%$268.5K———
Flatrock Wealth Partners LLC
N/A—1,028-1,028-100%$267.6K———
Frisch Financial Group, Inc.
N/A—1,027-1,027-100%$267.6K———
Bouchey Financial Group, Ltd.
N/A—1,016-1,016-100%$264.6K———
Campbell & Co Investment Adviser LLC
N/A—1,011-1,011-100%$263.3K———
Delos Wealth Advisors, LLC
N/A—1,000-1,000-100%$260.4K———
Rathbones Group PLC
N/A—1,000-1,000-100%$260.4K———
Monetary Management Group Inc
N/A—1,000-1,000-100%$260.4K———
MJP Associates Inc
N/A—998-998-100%$260.0K———
New World Advisors LLC
N/A—983-983-100%$256.0K———
Corus Family Wealth Advisors
N/A—977-977-100%$254.5K———
SlateStone Wealth, LLC
N/A—971-971-100%$253.0K———
Range Advisory, LLC
N/A—970-970-100%$252.6K———
Cambient Family Office, LLC
N/A—968-968-100%$252.1K———
Baldwin Investment Management, LLC
N/A—960-960-100%$250.0K———
Bogart Wealth, LLC
N/A—959-959-100%$249.6K———
NorthCoast Asset Management LLC
N/A—954-954-100%$248.6K———
Fullerton Fund Management Co Ltd.
N/A—953-953-100%$248.2K———
Quarry LP
N/A—952-952-100%$247.9K———
Williamson Legacy Group, LLC
N/A—940-940-100%$244.8K———
Up Capital Management, Inc.
N/A—938-938-100%$244.3K———
One Capital Management, LLC
N/A—935-935-100%$231.3K———
Rothschild Wealth LLC
N/A—924-924-100%$240.6K———
Advyzon Investment Management, LLC
N/A—895-895-100%$233.0K———
Jaffetilchin Investment Partners, LLC
N/A—876-876-100%$228.1K———
Financial Engines Advisors L.L.C.
N/A—874-874-100%$227.6K———
Perennial Investment Advisors, LLC
N/A—873-873-100%$227.4K———
Northwest & Ethical Investments L.P.
N/A—861-861-100%$229.3K———
Cannon Wealth Management Services, LLC
N/A—859-859-100%$223.7K———
Leigh Baldwin & Co., LLC
N/A—855-855-100%$222.7K———
Townsquare Capital LLC
N/A—854-854-100%$222.5K———
Klcm Advisors, Inc.
N/A—854-854-100%$222.4K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—851-851-100%$221.6K———
KKM Financial LLC
N/A—850-850-100%$221.4K———
Tiaa Wealth Investment Management LLC
N/A—848-848-100%$221.6K———
Kera Capital Partners, Inc.
N/A—847-847-100%$220.6K———
SSI Investment Management LLC
N/A—844-844-100%$219.8K———
Stonebrook Private Inc.
N/A—839-839-100%$218.5K———
Marshall Financial Group, LLC
N/A—838-838-100%$218.2K———
Avos Capital Management, LLC
N/A—815-815-100%$212.2K———
Alteri Wealth LLC
N/A—813-813-100%$211.7K———
Cyber Hornet ETFs LLC
N/A—811-811-100%$211.2K———
Sound Capital Solutions LLC
N/A—804-804-100%$209.4K———
Optimize Financial Inc.
N/A—804-804-100%$209.4K———
Private Wealth Asset Management, LLC
N/A—803-803-100%$209.1K———
Quantessence Capital LLC
N/A—797-797-100%$207.6K———
WPWealth LLP
N/A—791-791-100%$205.9K———
Stembrook Asset Management, LLC
N/A—790-790-100%$205.7K———
GTS Securities LLC
N/A—789-789-100%$205.5K———
Pgim Custom Harvest LLC
N/A—787-787-100%$204.9K———
Truvestments Capital LLC
N/A—786-786-100%$204.7K———
Diametric Capital, LP
N/A—783-783-100%$203.9K———
Clark Capital Management Group, Inc.
N/A—782-782-100%$203.8K———
Front Street Capital Management, Inc.
N/A—781-781-100%$203.4K———
SOA Wealth Advisors, Llc.
N/A—753-753-100%$196.1K———
Continuum Advisory, LLC
N/A—749-749-100%$195.0K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—735-735-100%$191.5K———
Peak Retirement Planning, Inc.
N/A—732-732-100%$190.7K———
Kintra Wealth, LLC
N/A—721-721-100%$247.4K———
Core Alternative Capital
N/A—700-700-100%$182.3K———
Index Technologies Group LLC
N/A—661-661-100%$172.2K———
NI Acquisitions Company, LLC
N/A—635-635-100%$165.4K———
Ogorek Anthony Joseph
N/A—563-563-100%$146.0K———
Westend Capital Management, LLC
N/A—552-552-100%$143.8K———
Bartlett & Co. Wealth Management LLC
N/A—511-511-100%$133.2K———
Cary Street Partners Investment Advisory LLC
N/A—510-510-100%$132.8K———
Elequin Capital, LP
N/A—494-494-100%$128.7K———
Prestige Wealth Management Group LLC
N/A—489-489-100%$127.4K———
HighMark Wealth Management LLC
N/A—475-475-100%$123.8K———
Quantbot Technologies LP
N/A—457-457-100%$119.0K———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—437-437-100%$113.8K———
Tacita Capital Inc
N/A—420-420-100%$109.4K———
Security National Bank of SO DAK
N/A—414-414-100%$107.8K———
Lavaca Capital LLC
N/A—400-400-100%$104.2K———
GW&K Investment Management, LLC
N/A—391-391-100%$102.0K———
Allied Private Wealth LLC
N/A—390-390-100%$110.3K———
Millstone Evans Group, LLC
N/A—370-370-100%$96.4K———
Colonial Trust Co / SC
N/A—349-349-100%$90.9K———
Napier Financial, LLC
N/A—345-345-100%$89.8K———
Fiduciary Financial Advisors
N/A—344-344-100%$88.8K———
Osterweis Capital Management Inc
N/A—341-341-100%$88.8K———
Core Capital Management & Research, inc.
N/A—306-306-100%$106.8K———
Crewe Advisors LLC
N/A—300-300-100%$78.1K———
Walleye Capital LLC
N/A—275-275-100%$71.6K———
Steigerwald, Gordon & Koch Inc.
N/A—265-265-100%$69.0K———
Sachetta, LLC
N/A—264-264-100%$68.8K———
Glen Eagle Advisors, LLC
N/A—261-261-100%$68.0K———
Synergy Investment Management, LLC
N/A—255-255-100%$67.5K———
Prosperity Bancshares Inc
N/A—255-255-100%$66.4K———
FWL Investment Management, LLC
N/A—254-254-100%$66.2K———
Oakmont Advisory Group, LLC
N/A—242-242-100%$63.0K———
Meeder Asset Management Inc
N/A—230-230-100%$59.9K———
Basepoint Wealth LLC
N/A—219-219-100%$57.0K———
JPL Wealth Management, LLC
N/A—205-205-100%$53.4K———
Strategic Wealth Partners, Ltd.
N/A—203-203-100%$52.9K———
LRI Investments, LLC
N/A—177-177-100%$46.1K———
Investors Portfolio Services LLC
N/A—177-177-100%$46.1K———
Bruce G. Allen Investments, LLC
N/A—156-156-100%$40.6K———
ST Germain D J Co Inc
N/A—126-126-100%$32.8K———
Operose Advisors LLC
N/A—125-125-100%$32.6K———
Tiaa Trust, National Association
N/A—120-120-100%$31.3K———
Kemnay Advisory Services Inc.
N/A—120-120-100%$31.3K———
Wellington-Altus USA Inc.
N/A—118-118-100%$29.2K———
Raffa Wealth Management, LLC
N/A—114-114-100%$29.7K———
Financial Life Planners
N/A—114-114-100%$29.6K———
Vision Retirement, LLC
N/A—108-108-100%$28.2K———
Cornerstone Financial Management LLC
N/A—104-104-100%$27.1K———
VSM Wealth Advisory, LLC
N/A—100-100-100%$26.0K———
Pinney & Scofield, Inc.
N/A—100-100-100%$26.0K———
E Fund Management (Hong Kong) Co., Ltd.
N/A—99-99-100%$25.8K———
Stonehage Fleming Financial Services Holdings Ltd
N/A—91-91-100%$23.7K———
Frazier Financial Advisors, LLC
N/A—90-90-100%$23.4K———
South Plains Financial, Inc.
N/A—86-86-100%$22.4K———
BOK Financial Private Wealth, Inc.
N/A—83-83-100%$21.6K———
Front Row Advisors LLC
N/A—60-60-100%$19.4K———
Harborfront Financial Group LLC
N/A—55-55-100%$14.3K———
Rialto Wealth Management, LLC
N/A—50-50-100%$13.0K———
Aventura Private Wealth, LLC
N/A—48-48-100%$12.5K———
S&T Bank
N/A—46-46-100%$12.0K———
Swan Capital LLC
N/A—45-45-100%$11.7K———
Persistent Asset Partners Ltd
N/A—43-43-100%$11.2K———
Ritter Daniher Financial Advisory LLC / de
N/A—40-40-100%$10.5K———
Kilter Group LLC
N/A—40-40-100%$10.4K———
Penserra Capital Management LLC
N/A—27-27-100%$7.0K———
Kerr Financial Planning Corp
N/A—23-23-100%$6.0K———
Medallion Wealth Advisors, LLC
N/A—23-23-100%$6.0K———
HFM Investment Advisors, LLC
N/A—21-21-100%$5.5K———
Dunhill Financial, LLC
N/A—17-17-100%$4.5K———
Ankerstar Wealth, LLC
N/A—15-15-100%$3.9K———
TD Capital Management LLC
N/A—14-14-100%$3.6K———
C M Bidwell & Associates LTD
N/A—14-14-100%$3.6K———
Osbon Capital Management LLC
N/A—9-9-100%$2.3K———
Caitlin John, LLC
N/A—9-9-100%$2.3K———
McMillan Office, Inc.
N/A—9-9-100%$2.3K———
Delta Asset Management LLC
N/A—7-7-100%$1.8K———
Broadwater Capital Management LLC
N/A—6-6-100%$1.6K———
Vanguard Advisers Inc
N/A—5-5-100%$1.3K———
Seneschal Advisors, LLC
N/A—4-4-100%$1.0K———
Sittner & Nelson, LLC
N/A—4-4-100%$1.0K———
Game Plan Financial Advisors, LLC
N/A—3-3-100%$781———
MidFirst Bank
N/A—2-2-100%$521———
Ross\johnson & Associates LLC
N/A—2-2-100%$521———
Chelsea Counsel Co
N/A—1-1-100%$261———
Showing 2214 of 2214 institutions