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Vaneck Gold Miners ETF (GDX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares3,849,413 from 3,565,654
Change+283,759 (+8%)
Value$338.0M (+$68.9M)
Filed 2026-11-06
Citigroup Inc
DECREASED
Shares3,431,135 from 4,159,466
Change-728,331 (-18%)
Value$301.3M (-$12.6M)
Filed 2026-11-04
Barclays PLC
DECREASED
Shares1,208,486 from 2,259,588
Change-1,051,102 (-47%)
Value$106.1M (-$64.4M)
Filed 2026-11-06
Temasek Holdings (Private) Ltd
INCREASED
Shares1,180,796 from 906,800
Change+273,996 (+30%)
Value$103.7M (+$35.3M)
Filed 2026-10-28
Vanderbilt University
UNCHANGED
Shares1,030,200 from 1,030,200
Change0 (0%)
Value$90.5M (+$12.7M)
Filed 2026-11-02
Jefferies Financial Group Inc.
INCREASED
Shares794,497 from 611,961
Change+182,536 (+30%)
Value$69.8M (+$23.6M)
Filed 2026-11-05
Commonwealth Equity Services, LLC
DECREASED
Shares751,568 from 869,037
Change-117,469 (-14%)
Value$66.0M (+$418.8K)
Filed 2026-11-02
Imc-Chicago, LLC
INCREASED
Shares723,951 from 374,157
Change+349,794 (+93%)
Value$63.6M (+$35.3M)
Filed 2026-11-05
RIT Capital Partners PLC
UNCHANGED
Shares700,000 from 700,000
Change0 (0%)
Value$61.5M (+$8.7M)
Filed 2026-11-05
Globalt Investments LLC / GA
INCREASED
Shares695,510 from 483,983
Change+211,527 (+44%)
Value$61.1M (+$24.5M)
Filed 2026-10-27
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares668,102 from 331,720
Change+336,382 (+101%)
Value$58.7K (-$25.0M)
Filed 2026-11-02
MKP Capital Management, L.L.C.
DECREASED
Shares659,000 from 712,500
Change-53,500 (-8%)
Value$57.9M (+$4.1M)
Filed 2026-11-04
Meitav Investment House LTD
DECREASED
Shares643,250 from 958,200
Change-314,950 (-33%)
Value$56.5M (-$15.8M)
Filed 2026-10-28
New Harbor Financial Group, LLC
INCREASED
Shares585,790 from 410,104
Change+175,686 (+43%)
Value$51.4M (+$20.5M)
Filed 2026-10-22
Staley Capital Advisers Inc
INCREASED
Shares520,799 from 515,714
Change+5,085 (+1%)
Value$45.7M (+$6.8M)
Filed 2026-11-06
Truist Financial Corp
INCREASED
Shares507,922 from 504,110
Change+3,812 (+1%)
Value$44.6M (+$6.6M)
Filed 2026-10-30
Mirae Asset Securities (USA) Inc.
INCREASED
Shares502,573 from 100,979
Change+401,594 (+398%)
Value$44.1M (+$36.5M)
Filed 2026-10-15
Avalon Capital Management
INCREASED
Shares346,212 from 331,077
Change+15,135 (+5%)
Value$30.4M (+$5.4M)
Filed 2026-11-04
Clearwater Capital Advisors, LLC
INCREASED
Shares315,690 from 292,105
Change+23,585 (+8%)
Value$27.7M (+$5.7M)
Filed 2026-11-06
Armstrong Advisory Group, Inc
INCREASED
Shares287,930 from 5,985
Change+281,945 (+4711%)
Value$25.3M (+$24.8M)
Filed 2026-10-09
Versant Capital Management, Inc
INCREASED
Shares285,604 from 281,661
Change+3,943 (+1%)
Value$25.1M (+$3.8M)
Filed 2026-10-02
Forest Hill Capital, LLC
UNCHANGED
Shares277,500 from 277,500
Change0 (0%)
Value$24.4M (+$3.4M)
Filed 2026-11-05
Carrhae Capital LLP
NEW
Shares252,819
Change+252,819
Value$22.2M
Filed 2026-10-20
Barry Investment Advisors, LLC
INCREASED
Shares239,058 from 236,269
Change+2,789 (+1%)
Value$21.0M (+$3.2M)
Filed 2026-10-14
Kestra Private Wealth Services, LLC
DECREASED
Shares237,186 from 248,231
Change-11,045 (-4%)
Value$20.8M (+$2.1M)
Filed 2026-11-06
Q3 Asset Management
NEW
Shares236,093
Change+236,093
Value$23.1K
Filed 2026-11-06
RED Cedar Investment Management, LLC
UNCHANGED
Shares208,380 from 208,380
Change0 (0%)
Value$18.3M (+$2.6M)
Filed 2026-11-04
Kestra Advisory Services, LLC
INCREASED
Shares198,646 from 189,849
Change+8,797 (+5%)
Value$17.4M (+$3.1M)
Filed 2026-11-02
TD Waterhouse Canada Inc.
DECREASED
Shares195,758 from 220,002
Change-24,244 (-11%)
Value$17.0M (+$459.2K)
Filed 2026-10-16
Ashton Thomas Private Wealth, LLC
DECREASED
Shares190,457 from 214,437
Change-23,980 (-11%)
Value$16.7M (+$542.9K)
Filed 2026-11-03
Lido Advisors, LLC
DECREASED
Shares169,978 from 173,939
Change-3,961 (-2%)
Value$14.9M (+$1.8M)
Filed 2026-11-04
Prospera Financial Services Inc
DECREASED
Shares168,080 from 204,070
Change-35,990 (-18%)
Value$13.0M (-$2.4M)
Filed 2026-11-04
White Pine Investment Co
INCREASED
Shares166,477 from 161,208
Change+5,269 (+3%)
Value$14.6K (-$12.1M)
Filed 2026-10-15
Whitcomb & Hess, Inc.
INCREASED
Shares160,171 from 155,854
Change+4,317 (+3%)
Value$14.1M (+$2.3M)
Filed 2026-10-07
BFI Infinity Ltd.
INCREASED
Shares160,104 from 73,205
Change+86,899 (+119%)
Value$14.1M (+$8.5M)
Filed 2026-10-16
Welch & Forbes LLC
DECREASED
Shares154,872 from 169,404
Change-14,532 (-9%)
Value$13.6M (+$816.1K)
Filed 2026-11-04
Independent Financial Group, LLC
INCREASED
Shares153,208 from 151,131
Change+2,077 (+1%)
Value$13.5M (+$2.0M)
Filed 2026-10-13
IronBridge Private Wealth, LLC
INCREASED
Shares152,397 from 110,233
Change+42,164 (+38%)
Value$13.4M (+$5.1M)
Filed 2026-11-03
Pekin Hardy Strauss, Inc.
DECREASED
Shares152,383 from 152,514
Change-131 (0%)
Value$13.4M (+$1.9M)
Filed 2026-11-02
Cardinal Point Capital Management ULC
DECREASED
Shares147,421 from 148,581
Change-1,160 (-1%)
Value$12.9M (+$1.7M)
Filed 2026-10-21
Parsons Capital Management Inc
INCREASED
Shares146,638 from 145,280
Change+1,358 (+1%)
Value$12.9M (+$1.9M)
Filed 2026-10-28
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares144,270 from 159,112
Change-14,842 (-9%)
Value$12.7M (+$661.9K)
Filed 2026-10-05
Sterling Investment Advisors, Ltd.
DECREASED
Shares135,018 from 135,538
Change-520 (0%)
Value$11.9M (+$1.6M)
Filed 2026-10-27
Farther Finance Advisors, LLC
INCREASED
Shares130,570 from 126,918
Change+3,652 (+3%)
Value$11.5M (+$1.9M)
Filed 2026-10-08
Associated Banc-Corp
DECREASED
Shares128,606 from 136,697
Change-8,091 (-6%)
Value$11.3M (+$977.8K)
Filed 2026-10-30
Richmond Investment Services, LLC
DECREASED
Shares128,254 from 132,416
Change-4,162 (-3%)
Value$11.3M (+$1.3M)
Filed 2026-10-29
Mirador Capital Partners LP
NEW
Shares126,965
Change+126,965
Value$11.1M
Filed 2026-10-09
Acorn Financial Advisory Services Inc
NEW
Shares123,916
Change+123,916
Value$10.9M
Filed 2026-11-02
Meridian Wealth Management, LLC
DECREASED
Shares123,218 from 129,245
Change-6,027 (-5%)
Value$10.8M (+$1.1M)
Filed 2026-11-05
IFP Advisors, Inc
DECREASED
Shares115,979 from 216,648
Change-100,669 (-46%)
Value$10.2M (-$6.2M)
Filed 2026-10-16
180 Wealth Advisors, LLC
INCREASED
Shares114,190 from 113,806
Change+384 (+0%)
Value$10.0M (+$1.4M)
Filed 2026-11-03
Grand Central Investment Group
INCREASED
Shares110,414 from 108,332
Change+2,082 (+2%)
Value$9.7M (+$1.5M)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares110,315 from 98,158
Change+12,157 (+12%)
Value$9.3M (+$2.1M)
Filed 2026-10-13
Y-Intercept (Hong Kong) Ltd
INCREASED
Shares109,684 from 56,762
Change+52,922 (+93%)
Value$9.6M (+$5.3M)
Filed 2026-10-16
Fifth Third Bancorp
INCREASED
Shares109,309 from 106,476
Change+2,833 (+3%)
Value$9.6M (+$1.6M)
Filed 2026-11-05
Elevation Point Wealth Partners, LLC
DECREASED
Shares104,049 from 104,611
Change-562 (-1%)
Value$9.1M (+$1.2M)
Filed 2026-11-05
Merit Financial Group, LLC
INCREASED
Shares103,656 from 99,041
Change+4,615 (+5%)
Value$9.1M (+$1.6M)
Filed 2026-11-06
Lingotto Investment Management LLP
NEW
Shares103,092
Change+103,092
Value$9.1M
Filed 2026-10-27
Kercheville Advisors, LLC
DECREASED
Shares100,530 from 103,776
Change-3,246 (-3%)
Value$8.8M (+$996.6K)
Filed 2026-10-19
Creative Planning
DECREASED
Shares98,280 from 100,040
Change-1,760 (-2%)
Value$8.6M (+$1.1M)
Filed 2026-11-02
Money Concepts Capital Corp
INCREASED
Shares96,771 from 94,556
Change+2,215 (+2%)
Value$8.5M (+$1.4M)
Filed 2026-11-06
Principal Financial Group Inc
INCREASED
Shares94,341 from 71,758
Change+22,583 (+31%)
Value$8.3M (+$2.9M)
Filed 2026-11-02
Mader & Shannon Wealth Management, Inc.
INCREASED
Shares92,272 from 89,239
Change+3,033 (+3%)
Value$8.1M (+$1.4M)
Filed 2026-11-02
Cultivar Capital, Inc.
DECREASED
Shares90,419 from 93,034
Change-2,615 (-3%)
Value$7.9M (+$919.4K)
Filed 2026-10-14
Pinnacle Wealth Management Group, Inc.
INCREASED
Shares88,766 from 86,889
Change+1,877 (+2%)
Value$7.8M (+$1.2M)
Filed 2026-10-15
Rockport Wealth LLC
INCREASED
Shares88,230 from 60,042
Change+28,188 (+47%)
Value$7.7M (+$3.2M)
Filed 2026-11-03
J.W. Cole Advisors, Inc.
INCREASED
Shares87,837 from 78,211
Change+9,626 (+12%)
Value$7.7M (+$1.8M)
Filed 2026-11-05
Asset One Wealth Management LLC
INCREASED
Shares85,269 from 85,159
Change+110 (+0%)
Value$7.5M (+$1.2M)
Filed 2026-11-02
Bank Julius Baer & Co. Ltd, Zurich
UNCHANGED
Shares84,917 from 84,917
Change0 (0%)
Value$7.5M (+$1.0M)
Filed 2026-10-29
Hohimer Wealth Management, LLC
INCREASED
Shares84,265 from 81,404
Change+2,861 (+4%)
Value$7.4M (+$1.3M)
Filed 2026-11-04
Assetmark, Inc
DECREASED
Shares81,006 from 81,030
Change-24 (0%)
Value$7.1M (+$998.6K)
Filed 2026-10-21
TBH Global Asset Management, LLC
INCREASED
Shares80,207 from 53,957
Change+26,250 (+49%)
Value$5.9M (+$1.8M)
Filed 2026-11-03
Sumitomo Mitsui Trust Group, Inc.
INCREASED
Shares78,734 from 58,812
Change+19,922 (+34%)
Value$6.9M (+$2.5M)
Filed 2026-10-29
Valen Private Capital, LLC
NEW
Shares78,173
Change+78,173
Value$6.9M
Filed 2026-10-23
CLG LLC
INCREASED
Shares76,351 from 52,674
Change+23,677 (+45%)
Value$6.7M (+$2.7M)
Filed 2026-10-13
Thrivent Financial for Lutherans
INCREASED
Shares74,042 from 70,899
Change+3,143 (+4%)
Value$6.5K (-$5.3M)
Filed 2026-11-05
Comprehensive Wealth Management, LLC
DECREASED
Shares73,928 from 81,699
Change-7,771 (-10%)
Value$6.5M (+$326.7K)
Filed 2026-11-02
Steel Grove Capital Advisors, LLC
INCREASED
Shares73,731 from 72,973
Change+758 (+1%)
Value$6.5M (+$967.8K)
Filed 2026-10-13
Beverly Hills Private Wealth, LLC
INCREASED
Shares73,079 from 71,296
Change+1,783 (+3%)
Value$6.4M (+$1.0M)
Filed 2026-11-04
SBI Securities Co., Ltd.
INCREASED
Shares72,858 from 70,345
Change+2,513 (+4%)
Value$6.4M (+$1.1M)
Filed 2026-10-22
Beirne Wealth Consulting Services, LLC
INCREASED
Shares72,849 from 67,078
Change+5,771 (+9%)
Value$6.4M (+$1.3M)
Filed 2026-10-19
Level Four Advisory Services, LLC
DECREASED
Shares72,548 from 79,563
Change-7,015 (-9%)
Value$6.4M (+$366.7K)
Filed 2026-11-06
Oppenheimer & Co Inc
INCREASED
Shares70,560 from 59,889
Change+10,671 (+18%)
Value$6.2M (+$1.7M)
Filed 2026-10-26
Drum Hill Capital, LLC
INCREASED
Shares70,420 from 70,077
Change+343 (+0%)
Value$6.2M (+$895.6K)
Filed 2026-10-20
Banque Pictet & CIE SA
DECREASED
Shares70,404 from 94,700
Change-24,296 (-26%)
Value$6.2M (-$963.6K)
Filed 2026-10-16
Vontobel Holding Ltd.
DECREASED
Shares69,830 from 107,486
Change-37,656 (-35%)
Value$6.1M (-$2.0M)
Filed 2026-10-16
Morton Capital Management LLC
INCREASED
Shares67,556 from 62,550
Change+5,006 (+8%)
Value$5.9M (+$1.2M)
Filed 2026-10-23
Blume Capital Management, Inc.
DECREASED
Shares65,209 from 65,269
Change-60 (0%)
Value$5.7M (+$800.8K)
Filed 2026-10-26
Natixis
DECREASED
Shares64,441 from 70,135
Change-5,694 (-8%)
Value$5.7M (+$366.2K)
Filed 2026-11-06
Guild Investment Management, Inc.
INCREASED
Shares63,888 from 60,858
Change+3,030 (+5%)
Value$5.6M (+$1.0M)
Filed 2026-11-03
SBE LLC DBA Cedar Cove Wealth Partners
INCREASED
Shares63,430 from 61,949
Change+1,481 (+2%)
Value$5.6M (+$895.1K)
Filed 2026-10-15
DCF Advisers, LLC
UNCHANGED
Shares62,500 from 62,500
Change0 (0%)
Value$5.5M (+$771.9K)
Filed 2026-11-04
Valence8 US LP
UNCHANGED
Shares61,239 from 61,239
Change0 (0%)
Value$5.4M (+$756.3K)
Filed 2026-11-03
Davenport & Co LLC
INCREASED
Shares59,412 from 55,755
Change+3,657 (+7%)
Value$5.2M (+$1.0M)
Filed 2026-10-14
Barings LLC
DECREASED
Shares59,318 from 71,078
Change-11,760 (-17%)
Value$5.2M (-$154.7K)
Filed 2026-10-22
Neville Rodie & Shaw Inc
DECREASED
Shares58,672 from 64,697
Change-6,025 (-9%)
Value$5.2K (+$270)
Filed 2026-10-05
Brookstone Capital Management
DECREASED
Shares58,241 from 59,067
Change-826 (-1%)
Value$5.1M (+$656.9K)
Filed 2026-10-22
Mcrae Capital Management Inc
NEW
Shares58,134
Change+58,134
Value$5.1M
Filed 2026-10-15
Index Fund Advisors, Inc.
INCREASED
Shares57,676 from 57,675
Change+1 (0%)
Value$5.1M (+$712.4K)
Filed 2026-11-05
D.A. Davidson & Co.
DECREASED
Shares56,817 from 59,314
Change-2,497 (-4%)
Value$5.0M (+$513.4K)
Filed 2026-10-28
Magnus Financial Group LLC
INCREASED
Shares56,770 from 45,957
Change+10,813 (+24%)
Value$5.0M (+$1.5M)
Filed 2026-10-21
Wealthcare Advisory Partners LLC
INCREASED
Shares55,199 from 14,288
Change+40,911 (+286%)
Value$4.8M (+$3.8M)
Filed 2026-10-21
Point Nemo Capital, LLC
INCREASED
Shares55,035 from 12,344
Change+42,691 (+346%)
Value$4.8M (+$3.9M)
Filed 2026-11-03
Titleist Asset Management, LLC
INCREASED
Shares55,017 from 53,453
Change+1,564 (+3%)
Value$4.8M (+$797.4K)
Filed 2026-10-08
Concurrent Investment Advisors, LLC
INCREASED
Shares54,598 from 44,524
Change+10,074 (+23%)
Value$4.8M (+$1.4M)
Filed 2026-10-16
Crescent Grove Advisors, LLC
INCREASED
Shares54,043 from 25,420
Change+28,623 (+113%)
Value$4.7M (+$2.8M)
Filed 2026-10-21
Canoe Financial LP
NEW
Shares53,576
Change+53,576
Value$4.6M
Filed 2026-10-21
Capital Wealth Alliance, LLC
DECREASED
Shares52,840 from 53,144
Change-304 (-1%)
Value$4.6M (+$634.8K)
Filed 2026-10-20
Mesirow Financial Investment Management, Inc.
INCREASED
Shares50,385 from 49,991
Change+394 (+1%)
Value$4.4M (+$652.0K)
Filed 2026-11-05
J. Safra Sarasin Holding AG
INCREASED
Shares50,358 from 42,260
Change+8,098 (+19%)
Value$4.5M (+$921.3K)
Filed 2026-10-26
Encompass More Asset Management
INCREASED
Shares49,584 from 3,270
Change+46,314 (+1416%)
Value$4.4M (+$4.1M)
Filed 2026-10-16
Axxcess Wealth Management, LLC
INCREASED
Shares48,308 from 43,000
Change+5,308 (+12%)
Value$4.2M (+$997.1K)
Filed 2026-10-21
Vima LLC
INCREASED
Shares48,063 from 47,770
Change+293 (+1%)
Value$4.2M (+$615.7K)
Filed 2026-10-23
RIA Advisory Group LLC
INCREASED
Shares47,642 from 46,965
Change+677 (+1%)
Value$4.2M (+$639.5K)
Filed 2026-10-15
Capstone Wealth Management Group, Inc.
DECREASED
Shares47,321 from 49,121
Change-1,800 (-4%)
Value$4.2M (+$448.6K)
Filed 2026-10-19
Ameliora Wealth Management Ltd.
INCREASED
Shares46,758 from 25,402
Change+21,356 (+84%)
Value$4.1M (+$2.2M)
Filed 2026-10-23
Sapient Capital LLC
INCREASED
Shares45,893 from 42,994
Change+2,899 (+7%)
Value$4.0M (+$785.5K)
Filed 2026-10-08
EverSource Wealth Advisors, LLC
INCREASED
Shares45,663 from 43,483
Change+2,180 (+5%)
Value$4.0M (+$728.4K)
Filed 2026-11-04
Rahlfs Capital, LLC
UNCHANGED
Shares44,255 from 44,255
Change0 (0%)
Value$3.9M (+$546.5K)
Filed 2026-10-23
Krilogy Financial LLC
INCREASED
Shares43,873 from 42,708
Change+1,165 (+3%)
Value$3.9M (+$661.8K)
Filed 2026-10-13
Rhodes Investment Advisors Inc
DECREASED
Shares43,745 from 44,420
Change-675 (-2%)
Value$3.8M (+$489.3K)
Filed 2026-10-07
Quadrant Private Wealth Management, LLC
DECREASED
Shares43,510 from 43,635
Change-125 (0%)
Value$3.8M (+$527.9K)
Filed 2026-11-04
Robertson Stephens Wealth Management, LLC
DECREASED
Shares43,006 from 47,381
Change-4,375 (-9%)
Value$3.8M (+$201.0K)
Filed 2026-10-16
Juncture Wealth Strategies, LLC
INCREASED
Shares42,409 from 37,452
Change+4,957 (+13%)
Value$3.7M (+$897.8K)
Filed 2026-10-06
Cyndeo Wealth Partners, LLC
DECREASED
Shares41,360 from 41,370
Change-10 (0%)
Value$3.6M (+$510.0K)
Filed 2026-10-16
E&G Advisors, LLC
DECREASED
Shares40,995 from 41,125
Change-130 (0%)
Value$3.6M (+$495.2K)
Filed 2026-10-13
Moneco Advisors, LLC
INCREASED
Shares40,938 from 34,720
Change+6,218 (+18%)
Value$3.6M (+$974.7K)
Filed 2026-11-05
MGO One Seven LLC
DECREASED
Shares40,893 from 43,275
Change-2,382 (-5%)
Value$3.6M (+$325.3K)
Filed 2026-10-28
Aries Wealth Management
INCREASED
Shares40,151 from 38,609
Change+1,542 (+4%)
Value$3.5M (+$612.2K)
Filed 2026-10-23
Evergreen Capital Management LLC
INCREASED
Shares39,478 from 38,858
Change+620 (+2%)
Value$3.5M (+$534.3K)
Filed 2026-10-23
Abbington Investment Group
UNCHANGED
Shares39,260 from 39,260
Change0 (0%)
Value$3.4M (+$484.9K)
Filed 2026-11-03
Dana Investment Advisors, Inc.
DECREASED
Shares39,053 from 39,073
Change-20 (0%)
Value$3.4M (+$480.8K)
Filed 2026-11-06
Cairn Investment Group, Inc.
DECREASED
Shares38,795 from 39,330
Change-535 (-1%)
Value$3.4K (-$3.0M)
Filed 2026-11-04
Innovative Advisory Group, LLC
DECREASED
Shares38,694 from 38,864
Change-170 (0%)
Value$3.4M (+$465.0K)
Filed 2026-10-13
Kurv Investment Management LLC
INCREASED
Shares38,184 from 30,340
Change+7,844 (+26%)
Value$3.4M (+$1.1M)
Filed 2026-10-28
Uniting Wealth Partners, LLC
DECREASED
Shares37,762 from 66,163
Change-28,401 (-43%)
Value$3.3M (-$1.7M)
Filed 2026-11-06
One Plus One Wealth Management, LLC
INCREASED
Shares37,602 from 33,624
Change+3,978 (+12%)
Value$3.3M (+$764.5K)
Filed 2026-10-16
Park National Corp
UNCHANGED
Shares37,083 from 37,083
Change0 (0%)
Value$3.3M (+$458.0K)
Filed 2026-10-05
Hedges Asset Management LLC
DECREASED
Shares36,350 from 36,550
Change-200 (-1%)
Value$3.2M (+$433.8K)
Filed 2026-10-29
Integrated Advisors Network LLC
INCREASED
Shares35,841 from 34,642
Change+1,199 (+3%)
Value$3.1M (+$533.1K)
Filed 2026-10-20
Blue Line Capital, LLC / IL
INCREASED
Shares35,287 from 21,475
Change+13,812 (+64%)
Value$3.1M (+$1.5M)
Filed 2026-11-04
Centurion Wealth Management LLC
INCREASED
Shares35,200 from 35,000
Change+200 (+1%)
Value$3.1M (+$449.8K)
Filed 2026-10-13
NBT Bank, N.A.
DECREASED
Shares35,166 from 52,089
Change-16,923 (-32%)
Value$3.1M (-$842.5K)
Filed 2026-10-21
Integrity Alliance, Llc.
INCREASED
Shares34,279 from 33,729
Change+550 (+2%)
Value$3.0M (+$464.8K)
Filed 2026-10-29
Moulton Wealth Management, Inc
INCREASED
Shares33,641 from 29,576
Change+4,065 (+14%)
Value$2.9M (+$663.8K)
Filed 2026-10-13
Apollon Wealth Management, LLC
DECREASED
Shares33,620 from 34,591
Change-971 (-3%)
Value$3.0M (+$342.0K)
Filed 2026-10-23
Equitable Trust Co
UNCHANGED
Shares33,614 from 33,614
Change0 (0%)
Value$3.0M (+$415.1K)
Filed 2026-10-13
MH & Associates Securities Management Corp
UNCHANGED
Shares33,238 from 33,238
Change0 (0%)
Value$2.9M (+$410.5K)
Filed 2026-10-30
Sigma Planning Corp
DECREASED
Shares32,799 from 36,778
Change-3,979 (-11%)
Value$2.9M (+$79.2K)
Filed 2026-10-23
Verger Capital Management LLC
INCREASED
Shares32,737 from 32,696
Change+41 (+0%)
Value$2.9M (+$407.4K)
Filed 2026-10-22
PNC Financial Services Group, Inc.
DECREASED
Shares31,947 from 34,746
Change-2,799 (-8%)
Value$2.8M (+$183.4K)
Filed 2026-11-06
Moors & Cabot, Inc.
DECREASED
Shares31,846 from 31,901
Change-55 (0%)
Value$2.8M (+$389.1K)
Filed 2026-11-06
Montis Financial, LLC
DECREASED
Shares31,214 from 32,895
Change-1,681 (-5%)
Value$2.7M (+$258.7K)
Filed 2026-11-04
Anson Capital, Inc.
INCREASED
Shares30,310 from 27,662
Change+2,648 (+10%)
Value$2.7M (+$574.1K)
Filed 2026-10-23
Wedbush Securities Inc
DECREASED
Shares30,219 from 35,269
Change-5,050 (-14%)
Value$2.7K (-$2.7M)
Filed 2026-10-22
Trademark Financial Management, LLC
INCREASED
Shares30,053 from 29,902
Change+151 (+1%)
Value$2.6M (+$382.5K)
Filed 2026-10-23
Freemont Management S.A.
UNCHANGED
Shares30,000 from 30,000
Change0 (0%)
Value$2.6M (+$370.5K)
Filed 2026-11-02
Nations Financial Group Inc,
INCREASED
Shares29,540 from 29,205
Change+335 (+1%)
Value$2.6M (+$390.1K)
Filed 2026-11-05
Great Diamond Partners, LLC
NEW
Shares29,495
Change+29,495
Value$2.6M
Filed 2026-10-13
Icici Prudential Asset Management Co Ltd
UNCHANGED
Shares29,060 from 29,060
Change0 (0%)
Value$2.6M (+$360.8K)
Filed 2026-11-06
BigSur Wealth Management LLC
DECREASED
Shares28,600 from 35,400
Change-6,800 (-19%)
Value$2.5M (-$159.9K)
Filed 2026-10-13
Asset Management One Co., Ltd.
UNCHANGED
Shares28,523 from 28,523
Change0 (0%)
Value$2.5M (+$352.3K)
Filed 2026-10-27
Dynamic Wealth Strategies, LLC
DECREASED
Shares28,392 from 31,278
Change-2,886 (-9%)
Value$2.5M (+$132.9K)
Filed 2026-10-16
Hollow Brook Wealth Management LLC
DECREASED
Shares28,353 from 30,583
Change-2,230 (-7%)
Value$2.5M (+$181.9K)
Filed 2026-10-29
Thor Investment Management Inc
DECREASED
Shares28,175 from 28,500
Change-325 (-1%)
Value$2.5M (+$323.4K)
Filed 2026-10-13
Kraematon Investment Advisors, Inc
INCREASED
Shares27,975 from 27,910
Change+65 (+0%)
Value$2.5M (+$350.4K)
Filed 2026-11-02
Realta Investment Advisors
INCREASED
Shares27,802 from 27,728
Change+74 (+0%)
Value$2.4M (+$348.9K)
Filed 2026-10-14
Echo45 Advisors LLC
INCREASED
Shares27,709 from 27,370
Change+339 (+1%)
Value$2.4M (+$367.8K)
Filed 2026-10-07
Simplex Trading, LLC
DECREASED
Shares26,784 from 133,483
Change-106,699 (-80%)
Value$2.4M (-$7.7M)
Filed 2026-11-04
Professional Financial Advisors, LLC
INCREASED
Shares26,387 from 26,143
Change+244 (+1%)
Value$2.3M (+$344.3K)
Filed 2026-10-13
Keybank National Association
DECREASED
Shares26,194 from 26,789
Change-595 (-2%)
Value$2.3M (+$278.6K)
Filed 2026-11-04
Hanson & Doremus Investment Management
UNCHANGED
Shares26,144 from 26,144
Change0 (0%)
Value$2.3K (-$2.0M)
Filed 2026-10-16
Capricorn Fund Managers Ltd
NEW
Shares26,000
Change+26,000
Value$2.3M
Filed 2026-11-03
Central Trust Co
INCREASED
Shares25,859 from 24,049
Change+1,810 (+8%)
Value$2.3M (+$455.9K)
Filed 2026-11-05
Sowell Financial Services LLC
INCREASED
Shares25,682 from 25,391
Change+291 (+1%)
Value$2.3M (+$339.2K)
Filed 2026-10-23
Ethic Inc.
NEW
Shares25,591
Change+25,591
Value$2.2M
Filed 2026-11-03
Beacon Advisors Holdings, LLC
UNCHANGED
Shares24,813 from 24,813
Change0 (0%)
Value$2.2M (+$306.4K)
Filed 2026-10-27
VestGen Advisors, LLC
DECREASED
Shares24,578 from 28,729
Change-4,151 (-14%)
Value$2.2M (-$9.7K)
Filed 2026-10-27
Evermay Wealth Management LLC
DECREASED
Shares24,342 from 25,838
Change-1,496 (-6%)
Value$2.1M (+$187.7K)
Filed 2026-11-05
Trueblood Wealth Management, LLC
DECREASED
Shares24,030 from 24,286
Change-256 (-1%)
Value$2.1M (+$277.4K)
Filed 2026-10-23
Maseco LLP
DECREASED
Shares23,957 from 25,909
Change-1,952 (-8%)
Value$2.1M (+$150.0K)
Filed 2026-10-27
GFS Advisors, LLC
INCREASED
Shares23,699 from 22,995
Change+704 (+3%)
Value$2.1M (+$2.0M)
Filed 2026-11-03
Baldwin Wealth Partners LLC
DECREASED
Shares23,637 from 23,937
Change-300 (-1%)
Value$2.1M (+$269.3K)
Filed 2026-10-13
Kingswood Wealth Advisors, LLC
DECREASED
Shares23,624 from 24,941
Change-1,317 (-5%)
Value$2.1M (+$192.4K)
Filed 2026-10-23
Balefire, LLC
DECREASED
Shares23,607 from 25,266
Change-1,659 (-7%)
Value$2.1M (+$166.4K)
Filed 2026-10-09
Clifford Swan Investment Counsel LLC
DECREASED
Shares23,493 from 23,546
Change-53 (0%)
Value$2.1M (+$286.1K)
Filed 2026-11-05
Patriot Investment Management Group, Inc.
UNCHANGED
Shares23,413 from 23,413
Change0 (0%)
Value$2.1M (+$289.2K)
Filed 2026-10-15
Koa Wealth Management, LLC
DECREASED
Shares23,392 from 23,628
Change-236 (-1%)
Value$2.1M (+$271.1K)
Filed 2026-10-14
Cornerstone Planning, LLC
INCREASED
Shares23,211 from 23,016
Change+195 (+1%)
Value$1.8M (+$93.3K)
Filed 2026-10-27
Leuthold Group, LLC
DECREASED
Shares23,180 from 25,329
Change-2,149 (-8%)
Value$2.0M (+$124.1K)
Filed 2026-11-04
Citizens National Bank Trust Department
INCREASED
Shares23,053 from 19,514
Change+3,539 (+18%)
Value$2.0M (+$551.7K)
Filed 2026-11-04
Lake Hills Wealth Management, LLC
NEW
Shares22,464
Change+22,464
Value$2.0M
Filed 2026-10-07
Spire Wealth Management
INCREASED
Shares22,435 from 21,339
Change+1,096 (+5%)
Value$2.0M (+$359.7K)
Filed 2026-10-30
Enclave Advisors LLC
NEW
Shares22,404
Change+22,404
Value$2.0M
Filed 2026-10-14
Smart Wealth LLC
DECREASED
Shares21,765 from 24,012
Change-2,247 (-9%)
Value$1.9M (+$99.2K)
Filed 2026-11-04
Allworth Financial LP
INCREASED
Shares21,746 from 7,674
Change+14,072 (+183%)
Value$1.6M (+$1.1M)
Filed 2026-11-06
Secure Asset Management, LLC
INCREASED
Shares20,840 from 12,526
Change+8,314 (+66%)
Value$1.8M (+$884.6K)
Filed 2026-10-19
Key Capital Management, Inc
INCREASED
Shares20,228 from 580
Change+19,648 (+3388%)
Value$1.7M (+$1.7M)
Filed 2026-11-03
Cidel Asset Management Inc
INCREASED
Shares20,111 from 19,618
Change+493 (+3%)
Value$1.8M (+$285.6K)
Filed 2026-10-29
Community Bank, N.A.
UNCHANGED
Shares20,000 from 20,000
Change0 (0%)
Value$1.8M (+$247.0K)
Filed 2026-11-06
Amitell Capital Pte Ltd
DECREASED
Shares19,988 from 39,975
Change-19,987 (-50%)
Value$1.8M (-$1.3M)
Filed 2026-11-02
Athena Wealth Management, LLC
INCREASED
Shares19,898 from 16,025
Change+3,873 (+24%)
Value$1.7M (+$538.0K)
Filed 2026-10-09
Westover Capital Advisors, LLC
DECREASED
Shares19,588 from 72,262
Change-52,674 (-73%)
Value$1.7M (-$3.7M)
Filed 2026-10-26
Schwartz Investment Counsel Inc
DECREASED
Shares19,375 from 23,075
Change-3,700 (-16%)
Value$1.7M (-$39.9K)
Filed 2026-10-26
Williams & Novak Wealth Management, LLC
UNCHANGED
Shares19,070 from 19,070
Change0 (0%)
Value$1.7M (+$235.5K)
Filed 2026-10-09
Wakefield Asset Management Lllp
INCREASED
Shares18,996 from 18,128
Change+868 (+5%)
Value$1.7M (+$300.1K)
Filed 2026-11-05
American Capital Advisory, LLC
INCREASED
Shares18,931 from 18,912
Change+19 (+0%)
Value$1.7M (+$235.2K)
Filed 2026-10-28
LFA - Lugano Financial Advisors SA
DECREASED
Shares18,668 from 20,112
Change-1,444 (-7%)
Value$1.6M (+$154.7K)
Filed 2026-11-03
Simplicity Wealth,LLC
INCREASED
Shares18,435 from 12,809
Change+5,626 (+44%)
Value$1.6M (+$652.2K)
Filed 2026-10-23
Americana Partners, LLC
DECREASED
Shares18,128 from 19,002
Change-874 (-5%)
Value$1.6M (+$157.9K)
Filed 2026-10-28
Marathon Capital Management
DECREASED
Shares18,093 from 18,181
Change-88 (0%)
Value$1.6M (+$216.8K)
Filed 2026-10-23
Keating Investment Counselors Inc
UNCHANGED
Shares18,083 from 18,083
Change0 (0%)
Value$1.6M (+$223.3K)
Filed 2026-10-14
Guyasuta Investment Advisors Inc
UNCHANGED
Shares17,415 from 17,415
Change0 (0%)
Value$1.5M (+$215.1K)
Filed 2026-10-15
Allegheny Financial Group
UNCHANGED
Shares17,273 from 17,273
Change0 (0%)
Value$1.5M (+$213.3K)
Filed 2026-11-05
AlphaCore Capital LLC
INCREASED
Shares17,095 from 2,965
Change+14,130 (+477%)
Value$1.5M (+$1.3M)
Filed 2026-11-04
Compound Planning, Inc.
INCREASED
Shares17,090 from 7,210
Change+9,880 (+137%)
Value$1.5M (+$956.5K)
Filed 2026-11-05
SFG Wealth Management, Llc.
DECREASED
Shares17,013 from 21,770
Change-4,757 (-22%)
Value$1.5M (-$148.8K)
Filed 2026-10-23
Sterling Capital Management LLC
UNCHANGED
Shares16,993 from 16,993
Change0 (0%)
Value$1.5M (+$209.9K)
Filed 2026-10-22
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares16,900 from 16,800
Change+100 (+1%)
Value$1.5M (+$216.3K)
Filed 2026-11-03
Meridian Investment Counsel Inc.
INCREASED
Shares16,894 from 16,094
Change+800 (+5%)
Value$1.5M (+$269.0K)
Filed 2026-10-14
MSH Capital Advisors LLC
UNCHANGED
Shares16,875 from 16,875
Change0 (0%)
Value$1.5M (+$208.4K)
Filed 2026-11-03
Everest Financial Group LLC
NEW
Shares16,745
Change+16,745
Value$1.5M
Filed 2026-11-06
Union Bancaire Privee, UBP SA
INCREASED
Shares16,647 from 16,013
Change+634 (+4%)
Value$1.4M (+$254.4K)
Filed 2026-11-04
Maltin Wealth Management, Inc.
INCREASED
Shares16,622 from 16,345
Change+277 (+2%)
Value$1.5M (+$226.2K)
Filed 2026-10-13
Verity Asset Management, Inc.
INCREASED
Shares16,462 from 16,366
Change+96 (+1%)
Value$1.4M (+$210.5K)
Filed 2026-10-30
Lionsbridge Wealth Management LLC
DECREASED
Shares16,435 from 17,913
Change-1,478 (-8%)
Value$1.4M (+$91.5K)
Filed 2026-10-26
Pettinga Financial Advisors LLC
DECREASED
Shares16,340 from 16,615
Change-275 (-2%)
Value$1.4M (+$181.1K)
Filed 2026-10-13
Patriot Financial Group Insurance Agency, LLC
DECREASED
Shares16,270 from 16,298
Change-28 (0%)
Value$1.4M (+$198.8K)
Filed 2026-10-14
HUB Investment Partners, LLC
INCREASED
Shares16,188 from 15,412
Change+776 (+5%)
Value$1.4M (+$258.5K)
Filed 2026-11-03
Hennion & Walsh Asset Management, Inc.
DECREASED
Shares15,638 from 21,667
Change-6,029 (-28%)
Value$1.4M (-$261.8K)
Filed 2026-10-13
Crusonia Wealth Advisors LLC
DECREASED
Shares15,628 from 15,867
Change-239 (-2%)
Value$1.4M (+$175.0K)
Filed 2026-10-26
Wedmont Private Capital
UNCHANGED
Shares15,574 from 15,574
Change0 (0%)
Value$1.4M (+$174.3K)
Filed 2026-10-09
Carl P. Sherr & Co., LLC
DECREASED
Shares15,500 from 20,000
Change-4,500 (-22%)
Value$1.4M (-$148.1K)
Filed 2026-11-06
Virginia Estate & Retirement Planning Advisors Inc.
INCREASED
Shares15,483 from 10,580
Change+4,903 (+46%)
Value$1.4M (+$563.4K)
Filed 2026-10-14
Belvedere Trading LLC
DECREASED
Shares15,239 from 18,835
Change-3,596 (-19%)
Value$1.3M (-$83.1K)
Filed 2026-11-05
Argyle Capital Partners, LLC
INCREASED
Shares15,162 from 14,445
Change+717 (+5%)
Value$1.3M (+$241.3K)
Filed 2026-10-23
Advisor Resource Council
INCREASED
Shares15,147 from 4,001
Change+11,146 (+279%)
Value$1.3M (+$1.0M)
Filed 2026-11-05
Duff & Phelps Investment Management Co
INCREASED
Shares14,980 from 10,180
Change+4,800 (+47%)
Value$1.3M (+$547.2K)
Filed 2026-11-06
Schneider Downs Wealth Management Advisors, LP
DECREASED
Shares14,645 from 15,320
Change-675 (-4%)
Value$1.3M (+$129.9K)
Filed 2026-10-27
Jnba Financial Advisors
UNCHANGED
Shares14,539 from 14,539
Change0 (0%)
Value$1.3M (+$179.6K)
Filed 2026-11-03
AdvisorNet Financial, Inc
INCREASED
Shares14,277 from 13,464
Change+813 (+6%)
Value$1.2M (+$174.8K)
Filed 2026-10-15
Vise Technologies, Inc.
INCREASED
Shares14,239 from 13,514
Change+725 (+5%)
Value$1.3M (+$230.5K)
Filed 2026-10-29
Seneca Financial Advisors LLC
UNCHANGED
Shares14,209 from 14,209
Change0 (0%)
Value$1.2M (+$175.5K)
Filed 2026-10-28
Cadent Capital Advisors, LLC
NEW
Shares14,192
Change+14,192
Value$1.2M
Filed 2026-10-09
GenTrust, LLC
INCREASED
Shares14,117 from 12,772
Change+1,345 (+11%)
Value$1.2M (+$275.8K)
Filed 2026-11-06
Atria Investments, Inc
INCREASED
Shares14,115 from 6,678
Change+7,437 (+111%)
Value$1.2M (+$735.4K)
Filed 2026-10-15
Phraction Management LLC
UNCHANGED
Shares13,770 from 13,770
Change0 (0%)
Value$1.2M (+$170.1K)
Filed 2026-10-14
Formidable Asset Management, LLC
UNCHANGED
Shares13,748 from 13,748
Change0 (0%)
Value$1.0M (-$224.4K)
Filed 2026-11-03
Chemistry Wealth Management LLC
INCREASED
Shares13,721 from 13,663
Change+58 (+0%)
Value$1.2M (+$173.8K)
Filed 2026-10-16
Deutsche Bank Ag\
UNCHANGED
Shares13,622 from 13,622
Change0 (0%)
Value$1.2M (+$168.2K)
Filed 2026-11-06
Capital Investment Advisors, LLC
DECREASED
Shares13,452 from 15,132
Change-1,680 (-11%)
Value$1.2M (+$39.4K)
Filed 2026-10-22
Mccarter Private Wealth Services LLC
DECREASED
Shares13,451 from 13,884
Change-433 (-3%)
Value$1.2M (+$133.5K)
Filed 2026-10-22
Intesa Sanpaolo Wealth Management
UNCHANGED
Shares13,425 from 13,425
Change0 (0%)
Value$1.2M (+$165.8K)
Filed 2026-10-28
ARS Wealth Advisors Group, LLC
INCREASED
Shares13,165 from 9,037
Change+4,128 (+46%)
Value$1.2M (+$474.0K)
Filed 2026-10-16
Bank of New York Mellon Corp
DECREASED
Shares12,996 from 30,816
Change-17,820 (-58%)
Value$1.1M (-$1.2M)
Filed 2026-11-05
Oakmont Investment Advisors, Inc.
UNCHANGED
Shares12,972 from 12,972
Change0 (0%)
Value$1.1M (+$160.2K)
Filed 2026-10-21
Clear Creek Financial Management, LLC
DECREASED
Shares12,970 from 15,791
Change-2,821 (-18%)
Value$1.1M (-$52.7K)
Filed 2026-10-28
Lexington Hill Partners, LLC
UNCHANGED
Shares12,950 from 12,950
Change0 (0%)
Value$1.1M (+$159.9K)
Filed 2026-10-13
Mezzasalma Advisors, LLC
DECREASED
Shares12,785 from 13,680
Change-895 (-7%)
Value$1.1M (+$90.3K)
Filed 2026-10-14
Synergy Asset Management, LLC
INCREASED
Shares12,688 from 10,875
Change+1,813 (+17%)
Value$1.1M (+$293.5K)
Filed 2026-11-05
Fortis Group Advisors, LLC
DECREASED
Shares12,455 from 31,431
Change-18,976 (-60%)
Value$960.1K (-$1.4M)
Filed 2026-11-06
Plancorp, LLC
DECREASED
Shares12,431 from 13,086
Change-655 (-5%)
Value$958.3K (-$1.8K)
Filed 2026-11-03
Citizens Financial Group Inc
INCREASED
Shares12,155 from 11,160
Change+995 (+9%)
Value$1.1M (+$225.2K)
Filed 2026-10-23
US Bancorp \de\
INCREASED
Shares12,130 from 12,025
Change+105 (+1%)
Value$1.1M (+$157.7K)
Filed 2026-11-05
Southland Equity Partners LLC
NEW
Shares12,006
Change+12,006
Value$1.1M
Filed 2026-10-14
4Wealth Advisors, Inc.
DECREASED
Shares11,756 from 13,250
Change-1,494 (-11%)
Value$1.0M (+$44.4K)
Filed 2026-10-13
Wespac Advisors SoCal, LLC
INCREASED
Shares11,675 from 11,095
Change+580 (+5%)
Value$1.0M (+$187.9K)
Filed 2026-10-13
Euro Pacific Asset Management, LLC
UNCHANGED
Shares11,655 from 11,655
Change0 (0%)
Value$1.0M (+$1.0M)
Filed 2026-11-03
Angeles Wealth Management, LLC
INCREASED
Shares11,450 from 9,500
Change+1,950 (+21%)
Value$1.0M (+$288.5K)
Filed 2026-10-26
Autumn Glory Partners, LLC
UNCHANGED
Shares11,252 from 11,252
Change0 (0%)
Value$987.9K (+$139.0K)
Filed 2026-10-26
Carnegie Lake Advisors LLC
DECREASED
Shares11,150 from 11,500
Change-350 (-3%)
Value$979.0K (+$111.3K)
Filed 2026-11-06
Northbridge Financial Group, LLC
DECREASED
Shares11,145 from 12,736
Change-1,591 (-12%)
Value$983.3K (+$22.3K)
Filed 2026-11-05
D.B. Root & Company, LLC
INCREASED
Shares10,721 from 10,024
Change+697 (+7%)
Value$941.3K (+$185.0K)
Filed 2026-11-04
Werba Rubin Papier Wealth Management
INCREASED
Shares10,667 from 10,300
Change+367 (+4%)
Value$936.6K (+$159.4K)
Filed 2026-11-06
GK Wealth Management LLC
DECREASED
Shares10,630 from 11,820
Change-1,190 (-10%)
Value$933.3K (+$41.5K)
Filed 2026-10-09
Solstein Capital, LLC
UNCHANGED
Shares10,520 from 10,520
Change0 (0%)
Value$923.7K (+$129.9K)
Filed 2026-11-02
Corecam Pte. Ltd.
DECREASED
Shares10,460 from 12,310
Change-1,850 (-15%)
Value$918.4K (-$10.4K)
Filed 2026-10-23
Courage Miller Partners, LLC
NEW
Shares10,450
Change+10,450
Value$917.5K
Filed 2026-10-21
Gainplan LLC
INCREASED
Shares10,271 from 8,372
Change+1,899 (+23%)
Value$901.8K (+$270.1K)
Filed 2026-10-09
Axiom Investment Management LLC
DECREASED
Shares10,109 from 10,184
Change-75 (-1%)
Value$887.5K (+$119.2K)
Filed 2026-11-03
Gilpin Wealth Management, LLC
INCREASED
Shares10,085 from 8,045
Change+2,040 (+25%)
Value$885.5K (+$278.5K)
Filed 2026-10-09
Fulcrum Asset Management LLP
NEW
Shares10,000
Change+10,000
Value$890.7K
Filed 2026-11-04
CoreCap Advisors, LLC
INCREASED
Shares9,788 from 8,897
Change+891 (+10%)
Value$859.4K (+$188.1K)
Filed 2026-10-08
S.A. Mason LLC
INCREASED
Shares9,768 from 5,065
Change+4,703 (+93%)
Value$857.6K (+$475.5K)
Filed 2026-10-13
Visionary Wealth Advisors
DECREASED
Shares9,701 from 13,821
Change-4,120 (-30%)
Value$851.8K (-$191.0K)
Filed 2026-11-04
Blue Trust, Inc.
DECREASED
Shares9,677 from 10,719
Change-1,042 (-10%)
Value$849.7K (+$40.9K)
Filed 2026-10-15
Harmony Asset Management LLC
INCREASED
Shares9,441 from 9,290
Change+151 (+2%)
Value$828.9K (+$128.0K)
Filed 2026-10-20
McAlvany Wealth Management LLC
INCREASED
Shares9,436 from 8,325
Change+1,111 (+13%)
Value$828.5K (+$200.4K)
Filed 2026-10-29
HB Wealth Management, LLC
INCREASED
Shares9,373 from 7,098
Change+2,275 (+32%)
Value$822.9K (+$287.4K)
Filed 2026-10-23
CWC Advisors, Llc.
INCREASED
Shares9,266 from 8,407
Change+859 (+10%)
Value$813.6K (+$179.2K)
Filed 2026-10-15
Cornerstone Wealth Management, LLC
DECREASED
Shares9,255 from 14,330
Change-5,075 (-35%)
Value$812.6K (-$268.6K)
Filed 2026-11-04
Columbus Macro, LLC
UNCHANGED
Shares9,221 from 9,221
Change0 (0%)
Value$809.6K (+$113.9K)
Filed 2026-10-14
PKS Advisory Services, LLC
UNCHANGED
Shares9,111 from 9,111
Change0 (0%)
Value$687.5K ($0)
Filed 2026-10-26
Savior LLC
NEW
Shares9,098
Change+9,098
Value$798.8K
Filed 2026-10-13
HBW Advisory Services LLC
DECREASED
Shares8,981 from 10,184
Change-1,203 (-12%)
Value$788.5K (+$20.1K)
Filed 2026-10-15
Seelaus Asset Management LLC
DECREASED
Shares8,920 from 9,339
Change-419 (-4%)
Value$783.2K (+$78.5K)
Filed 2026-10-14
Altfest L J & Co Inc
DECREASED
Shares8,809 from 9,009
Change-200 (-2%)
Value$773.4K (+$93.7K)
Filed 2026-10-27
Choreo, LLC
INCREASED
Shares8,737 from 8,098
Change+639 (+8%)
Value$767.1K (+$156.1K)
Filed 2026-10-28
AlphaStar Capital Management, LLC
DECREASED
Shares8,604 from 9,019
Change-415 (-5%)
Value$755.4K (+$74.9K)
Filed 2026-10-16
Lanark Financial, Inc.
DECREASED
Shares8,586 from 8,590
Change-4 (0%)
Value$753.8K (+$105.7K)
Filed 2026-10-26
Darden Wealth Group Inc
INCREASED
Shares8,578 from 3,944
Change+4,634 (+117%)
Value$753.2K (+$455.7K)
Filed 2026-11-06
SS&H Financial Advisors, Inc.
UNCHANGED
Shares8,500 from 8,500
Change0 (0%)
Value$746 (-$640.3K)
Filed 2026-10-28
Stack Financial Management, Inc
DECREASED
Shares8,422 from 8,445
Change-23 (0%)
Value$739.5K (+$102.3K)
Filed 2026-11-02
Moody Lynn Lieberson & Walker, LLC
DECREASED
Shares8,400 from 8,700
Change-300 (-3%)
Value$737.5K (+$81.1K)
Filed 2026-10-14
Confluence Wealth Services, Inc.
DECREASED
Shares8,383 from 9,430
Change-1,047 (-11%)
Value$736.0K (+$24.5K)
Filed 2026-11-05
Radnor Capital Management, LLC
UNCHANGED
Shares8,370 from 8,370
Change0 (0%)
Value$734.9K (+$103.4K)
Filed 2026-10-23
Miller Financial Services LLC
INCREASED
Shares8,352 from 8,207
Change+145 (+2%)
Value$733.3K (+$114.1K)
Filed 2026-10-20
White Lighthouse Investment Management Inc.
DECREASED
Shares8,317 from 8,976
Change-659 (-7%)
Value$730.2K (+$53.0K)
Filed 2026-10-21
Portfolio Strategies, Inc.
DECREASED
Shares8,187 from 8,789
Change-602 (-7%)
Value$718.8K (+$55.7K)
Filed 2026-11-06
Stableford Capital II LLC
UNCHANGED
Shares8,146 from 8,146
Change0 (0%)
Value$715.2K (+$100.6K)
Filed 2026-10-09
OpenArc Corporate Advisory, LLC
INCREASED
Shares8,112 from 6,720
Change+1,392 (+21%)
Value$712.3K (+$205.2K)
Filed 2026-10-21
Sunbeam Capital Management, LLC
DECREASED
Shares8,067 from 8,500
Change-433 (-5%)
Value$708.3K (+$67.0K)
Filed 2026-11-05
Roman Butler Fullerton & Co
NEW
Shares8,056
Change+8,056
Value$696.7K
Filed 2026-10-27
Vanguard Capital Wealth Advisors
DECREASED
Shares7,900 from 9,900
Change-2,000 (-20%)
Value$693.6K (-$53.3K)
Filed 2026-10-16
JBGlobal.com LLC
DECREASED
Shares7,873 from 7,893
Change-20 (0%)
Value$691.2K (+$95.7K)
Filed 2026-10-13
National Wealth Management Group, LLC
DECREASED
Shares7,825 from 7,951
Change-126 (-2%)
Value$687.1K (+$87.2K)
Filed 2026-10-26
Centennial Wealth Advisory LLC
DECREASED
Shares7,747 from 7,903
Change-156 (-2%)
Value$680.2K (+$83.9K)
Filed 2026-10-16
Flagship Harbor Advisors, LLC
DECREASED
Shares7,720 from 7,770
Change-50 (-1%)
Value$677.8K (+$91.6K)
Filed 2026-10-26
Parkway Wealth Management Group, LLC
UNCHANGED
Shares7,706 from 7,706
Change0 (0%)
Value$676.6K (+$95.2K)
Filed 2026-10-20
Hara Capital LLC
INCREASED
Shares7,637 from 6,857
Change+780 (+11%)
Value$670.5K (+$153.2K)
Filed 2026-10-30
Verus Capital Partners, LLC
INCREASED
Shares7,562 from 4,658
Change+2,904 (+62%)
Value$663.9K (+$312.5K)
Filed 2026-11-03
Northwest Wealth Management, LLC
UNCHANGED
Shares7,558 from 7,558
Change0 (0%)
Value$663.6K (+$93.3K)
Filed 2026-10-30
Ironsides Asset Advisors, LLC
DECREASED
Shares7,505 from 7,530
Change-25 (0%)
Value$659.0K (+$90.8K)
Filed 2026-10-20
Ballew Advisors, Inc
INCREASED
Shares7,503 from 7,340
Change+163 (+2%)
Value$658.7K (+$82.9K)
Filed 2026-10-05
Flagstar Securities, Inc
UNCHANGED
Shares7,404 from 7,404
Change0 (0%)
Value$650.1K (+$91.4K)
Filed 2026-10-15
Viewpoint Investment Partners Corp
DECREASED
Shares7,245 from 7,985
Change-740 (-9%)
Value$636.1K (+$34.1K)
Filed 2026-10-26
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares7,170 from 7,170
Change0 (0%)
Value$629.5K (+$88.5K)
Filed 2026-10-23
Park Avenue Securities LLC
INCREASED
Shares7,151 from 6,262
Change+889 (+14%)
Value$628 (-$471.4K)
Filed 2026-10-26
B. Riley Wealth Advisors, Inc.
DECREASED
Shares7,099 from 13,922
Change-6,823 (-49%)
Value$623.3K (-$430.3K)
Filed 2026-10-13
Moody Aldrich Partners LLC
NEW
Shares7,058
Change+7,058
Value$619.7K
Filed 2026-10-27
Nova Financial LLC
NEW
Shares7,055
Change+7,055
Value$619.4K
Filed 2026-11-04
CWA Asset Management Group, LLC
INCREASED
Shares7,027 from 6,894
Change+133 (+2%)
Value$617.0K (+$96.8K)
Filed 2026-10-19
Clientfirst Wealth Management, LLC
UNCHANGED
Shares7,000 from 7,000
Change0 (0%)
Value$614.6K (+$86.5K)
Filed 2026-11-04
Stirlingshire Investments, Inc.
INCREASED
Shares6,987 from 5,939
Change+1,048 (+18%)
Value$613.4K (+$165.4K)
Filed 2026-11-05
Brighton Jones LLC
INCREASED
Shares6,963 from 6,172
Change+791 (+13%)
Value$611.3K (+$145.6K)
Filed 2026-11-03
Prime Capital Investment Advisors, LLC
INCREASED
Shares6,962 from 6,747
Change+215 (+3%)
Value$611.3K (+$102.2K)
Filed 2026-10-20
Simon Quick Advisors, LLC
DECREASED
Shares6,952 from 7,452
Change-500 (-7%)
Value$610.4K (+$48.1K)
Filed 2026-10-26
Onyx Bridge Wealth Group LLC
INCREASED
Shares6,863 from 6,713
Change+150 (+2%)
Value$602.6K (+$96.1K)
Filed 2026-10-16
CMG Global Holdings, LLC
UNCHANGED
Shares6,825 from 6,825
Change0 (0%)
Value$599.2K (+$84.3K)
Filed 2026-10-14
Schaper Benz & Wise Investment Counsel Inc
UNCHANGED
Shares6,815 from 6,815
Change0 (0%)
Value$598.4K (+$84.2K)
Filed 2026-10-09
Bright Futures Wealth Management, Llc.
NEW
Shares6,804
Change+6,804
Value$597.4K
Filed 2026-10-23
American Financial & TAX Strategies Inc
UNCHANGED
Shares6,796 from 6,796
Change0 (0%)
Value$596.7K (+$83.9K)
Filed 2026-10-16
Baker Tilly Wealth Management, LLC
UNCHANGED
Shares6,792 from 6,792
Change0 (0%)
Value$596.3K (+$83.9K)
Filed 2026-10-05
Larson Financial Group LLC
DECREASED
Shares6,760 from 7,219
Change-459 (-6%)
Value$593.5K (+$48.9K)
Filed 2026-11-05
Fifth Third Securities, Inc.
DECREASED
Shares6,705 from 11,473
Change-4,768 (-42%)
Value$588.7K (-$276.9K)
Filed 2026-10-21
Cooper Financial Group
DECREASED
Shares6,704 from 11,214
Change-4,510 (-40%)
Value$588.6K (-$257.4K)
Filed 2026-10-07
Regions Financial Corp
DECREASED
Shares6,670 from 7,896
Change-1,226 (-16%)
Value$585.6K (-$10.1K)
Filed 2026-11-05
Apella Capital, LLC
INCREASED
Shares6,660 from 6,432
Change+228 (+4%)
Value$569.2K (+$81.9K)
Filed 2026-10-08
Lunt Capital Management, Inc.
INCREASED
Shares6,545 from 6,457
Change+88 (+1%)
Value$574.7K (+$87.5K)
Filed 2026-10-30
Sunpointe, LLC
NEW
Shares6,464
Change+6,464
Value$567.6K
Filed 2026-10-22
Harbor Investment Advisory, LLC
DECREASED
Shares6,418 from 9,041
Change-2,623 (-29%)
Value$563.5K (-$118.6K)
Filed 2026-10-13
Edge Wealth Management LLC
DECREASED
Shares6,409 from 6,484
Change-75 (-1%)
Value$565.0K (+$75.7K)
Filed 2026-10-13
Redhawk Wealth Advisors, Inc.
DECREASED
Shares6,400 from 7,862
Change-1,462 (-19%)
Value$561.9K (-$31.3K)
Filed 2026-10-14
Revisor Wealth Management LLC
INCREASED
Shares6,273 from 5,390
Change+883 (+16%)
Value$550.5K (+$143.9K)
Filed 2026-10-20
MFA Wealth Services
DECREASED
Shares6,273 from 6,612
Change-339 (-5%)
Value$550.8K (+$51.9K)
Filed 2026-10-14
Successful Portfolios LLC
UNCHANGED
Shares6,166 from 6,166
Change0 (0%)
Value$539.5K (+$73.0K)
Filed 2026-10-09
Perigon Wealth Management, LLC
INCREASED
Shares6,158 from 5,823
Change+335 (+6%)
Value$540.6K (+$101.3K)
Filed 2026-10-22
Sheets Smith Wealth Management
DECREASED
Shares6,073 from 13,214
Change-7,141 (-54%)
Value$533.2K (-$463.7K)
Filed 2026-10-16
Taylor & Morgan Wealth Management, LLC
UNCHANGED
Shares6,018 from 6,018
Change0 (0%)
Value$528.4K (+$74.3K)
Filed 2026-10-09
Beese Fulmer Investment Management, Inc.
INCREASED
Shares5,899 from 5,674
Change+225 (+4%)
Value$517.9K (+$89.8K)
Filed 2026-10-23
Rockland Trust Co
DECREASED
Shares5,868 from 6,078
Change-210 (-3%)
Value$515.2K (+$56.6K)
Filed 2026-10-05
Castleview Partners, LLC
INCREASED
Shares5,815 from 5,429
Change+386 (+7%)
Value$510.6K (+$100.9K)
Filed 2026-10-09
Ulrich Consultants & Investment Group, LLC
NEW
Shares5,750
Change+5,750
Value$504.9K
Filed 2026-10-13
Shrier Wealth Management, LLC
UNCHANGED
Shares5,735 from 5,735
Change0 (0%)
Value$503.6K (+$70.8K)
Filed 2026-10-20
Modera Wealth Management, LLC
UNCHANGED
Shares5,722 from 5,722
Change0 (0%)
Value$502.4K (+$70.7K)
Filed 2026-10-28
First City Capital Management, Inc.
DECREASED
Shares5,707 from 6,207
Change-500 (-8%)
Value$501.1K (+$32.8K)
Filed 2026-10-27
Independent Wealth Advisors LLC
DECREASED
Shares5,706 from 6,099
Change-393 (-6%)
Value$500.9K (+$40.8K)
Filed 2026-10-27
Clear Harbor Asset Management, LLC
UNCHANGED
Shares5,700 from 5,700
Change0 (0%)
Value$500.5K (+$70.4K)
Filed 2026-11-05
Inspirion Wealth Advisors, LLC
INCREASED
Shares5,595 from 5,549
Change+46 (+1%)
Value$491.2K (+$74.7K)
Filed 2026-10-09
Cypress Capital Group
NEW
Shares5,575
Change+5,575
Value$489.5K
Filed 2026-11-03
Geneva Partners, LLC
INCREASED
Shares5,556 from 5,540
Change+16 (+0%)
Value$487.8K (+$69.8K)
Filed 2026-10-26
Chung Wu Investment Group, LLC
NEW
Shares5,460
Change+5,460
Value$479.4K
Filed 2026-11-03
Howland Capital Management LLC
UNCHANGED
Shares5,446 from 5,446
Change0 (0%)
Value$478.1K (+$67.3K)
Filed 2026-10-22
North Forty Two & Co.
DECREASED
Shares5,400 from 5,450
Change-50 (-1%)
Value$474.1K (+$62.9K)
Filed 2026-10-19
Fund Evaluation Group, LLC
UNCHANGED
Shares5,365 from 5,365
Change0 (0%)
Value$471.0K (+$66.3K)
Filed 2026-11-05
J.Safra Asset Management Corp
UNCHANGED
Shares5,365 from 5,365
Change0 (0%)
Value$471.0K (+$66.3K)
Filed 2026-11-03
Kavar Capital Partners Group, LLC
UNCHANGED
Shares5,349 from 5,349
Change0 (0%)
Value$469.6K (+$66.1K)
Filed 2026-11-06
M Holdings Securities, Inc.
NEW
Shares5,226
Change+5,226
Value$417
Filed 2026-11-03
XML Financial, LLC
INCREASED
Shares5,195 from 5,095
Change+100 (+2%)
Value$456.1K (+$71.7K)
Filed 2026-10-29
Capital Investment Advisory Services, LLC
INCREASED
Shares5,185 from 4,397
Change+788 (+18%)
Value$455.2K (+$123.5K)
Filed 2026-10-30
Jeppson Wealth Management, LLC
DECREASED
Shares5,124 from 5,724
Change-600 (-10%)
Value$449.9K (+$18.0K)
Filed 2026-10-20
City Holding Co
UNCHANGED
Shares5,100 from 5,100
Change0 (0%)
Value$447.8K (+$63.0K)
Filed 2026-10-19
Avidian Wealth Enterprises, LLC
DECREASED
Shares5,049 from 5,278
Change-229 (-4%)
Value$443.3K (+$45.1K)
Filed 2026-10-08
Focus Financial Network, Inc.
DECREASED
Shares5,037 from 5,350
Change-313 (-6%)
Value$442.3K (+$38.6K)
Filed 2026-10-14
Cathy Pareto & Associates, Inc
INCREASED
Shares5,030 from 4,799
Change+231 (+5%)
Value$441.6K (+$79.5K)
Filed 2026-10-15
Rose Capital Advisors LLC
NEW
Shares5,009
Change+5,009
Value$439.9K
Filed 2026-11-04
Wesbanco Bank Inc
DECREASED
Shares5,001 from 7,557
Change-2,556 (-34%)
Value$439.1K (-$131.1K)
Filed 2026-11-04
CVS Health Corp
NEW
Shares5,000
Change+5,000
Value$439.0K
Filed 2026-11-05
Sculati Wealth Management, LLC
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$442.7K (+$86.1K)
Filed 2026-10-19
Security National Bank
INCREASED
Shares4,965 from 4,781
Change+184 (+4%)
Value$435.9K (+$75.2K)
Filed 2026-10-26
Veracity Capital LLC
INCREASED
Shares4,953 from 4,934
Change+19 (+0%)
Value$434.9K (+$62.6K)
Filed 2026-10-08
Badgley Phelps Wealth Managers, LLC
NEW
Shares4,947
Change+4,947
Value$434.3K
Filed 2026-10-22
TrustWell Financial Advisors, LLC
UNCHANGED
Shares4,924 from 4,924
Change0 (0%)
Value$432.4K (+$60.8K)
Filed 2026-10-15
LifeGoal Investments, LLC
UNCHANGED
Shares4,917 from 4,917
Change0 (0%)
Value$431.7K (+$60.7K)
Filed 2026-10-09
Whalen Wealth Management Inc.
NEW
Shares4,911
Change+4,911
Value$431.2K
Filed 2026-10-08
Westside Investment Management, Inc.
INCREASED
Shares4,884 from 3,319
Change+1,565 (+47%)
Value$428.9K (+$178.4K)
Filed 2026-11-02
Fourpath Capital Management, LLC
DECREASED
Shares4,836 from 73,911
Change-69,075 (-93%)
Value$424.6K (-$5.2M)
Filed 2026-10-19
American Institute for Advanced Investment Management, LLP
UNCHANGED
Shares4,785 from 4,785
Change0 (0%)
Value$420.1K (+$59.1K)
Filed 2026-11-03
Elm3 Financial Group, LLC
NEW
Shares4,782
Change+4,782
Value$419.9K
Filed 2026-10-07
Certuity, LLC
NEW
Shares4,715
Change+4,715
Value$414.0K
Filed 2026-11-02
Cordgrass Capital Advisors, LLC
INCREASED
Shares4,688 from 4,602
Change+86 (+2%)
Value$411.6K (+$64.4K)
Filed 2026-10-30
Hazlett, Burt & Watson, Inc.
INCREASED
Shares4,656 from 18
Change+4,638 (+25767%)
Value$409 (+$408)
Filed 2026-11-04
Signaturefd, LLC
DECREASED
Shares4,640 from 4,710
Change-70 (-1%)
Value$407.4K (+$52.0K)
Filed 2026-10-23
Dynamic Advisor Solutions LLC
UNCHANGED
Shares4,635 from 4,635
Change0 (0%)
Value$407.0K (+$57.2K)
Filed 2026-10-13
SFI Advisors, LLC
NEW
Shares4,594
Change+4,594
Value$403.4K
Filed 2026-10-30
Providence First Trust Co
NEW
Shares4,578
Change+4,578
Value$401.9K
Filed 2026-11-02
Sovran Advisors, LLC
DECREASED
Shares4,528 from 4,829
Change-301 (-6%)
Value$368.3K (+$13.0K)
Filed 2026-11-02
Howard Financial Services, Ltd.
DECREASED
Shares4,520 from 4,600
Change-80 (-2%)
Value$396.8K (+$49.8K)
Filed 2026-10-15
StoneX Group Inc.
DECREASED
Shares4,456 from 42,283
Change-37,827 (-89%)
Value$391.2K (-$3.0M)
Filed 2026-11-03
Quartz Partners, LLC
NEW
Shares4,422
Change+4,422
Value$388.2K
Filed 2026-11-03
Willner & Heller, LLC
DECREASED
Shares4,369 from 4,474
Change-105 (-2%)
Value$383.6K (+$46.0K)
Filed 2026-10-28
Cushing Capital Partners, LLC
DECREASED
Shares4,359 from 8,247
Change-3,888 (-47%)
Value$382.7K (-$239.5K)
Filed 2026-10-20
Penobscot Investment Management Company, Inc.
UNCHANGED
Shares4,280 from 4,280
Change0 (0%)
Value$375.8K (+$52.9K)
Filed 2026-10-26
Miramontes Capital, LLC
UNCHANGED
Shares4,268 from 4,268
Change0 (0%)
Value$374.7K (+$52.7K)
Filed 2026-10-19
Comprehensive Financial Planning, Inc.
NEW
Shares4,238
Change+4,238
Value$372.2K
Filed 2026-10-27
Pathway Financial Advisors LLC
DECREASED
Shares4,229 from 4,329
Change-100 (-2%)
Value$371.3K (+$31.8K)
Filed 2026-10-07
Grantvest Financial Group LLC
UNCHANGED
Shares4,187 from 4,187
Change0 (0%)
Value$367.6K (+$51.7K)
Filed 2026-10-21
Well Done, LLC
DECREASED
Shares4,173 from 5,224
Change-1,051 (-20%)
Value$366.4K (-$27.8K)
Filed 2026-10-20
Bath Savings Trust Co
UNCHANGED
Shares4,150 from 4,150
Change0 (0%)
Value$364.4K (+$51.3K)
Filed 2026-10-07
Annex Advisory Services, LLC
DECREASED
Shares4,143 from 4,287
Change-144 (-3%)
Value$363.8K (+$40.3K)
Filed 2026-10-16
Retirement Planning Group, LLC
UNCHANGED
Shares4,134 from 4,134
Change0 (0%)
Value$363.0K (+$51.1K)
Filed 2026-10-19
BNC Wealth Management, LLC
UNCHANGED
Shares4,095 from 4,095
Change0 (0%)
Value$359.5K (+$50.6K)
Filed 2026-10-19
Cornerstone Advisory, LLC
UNCHANGED
Shares4,020 from 4,020
Change0 (0%)
Value$353.0K (+$49.6K)
Filed 2026-11-06
Clear Point Advisors Inc.
INCREASED
Shares4,002 from 3,702
Change+300 (+8%)
Value$351.4K (+$72.1K)
Filed 2026-10-30
Turtle Creek Wealth Advisors, LLC
DECREASED
Shares4,000 from 5,000
Change-1,000 (-20%)
Value$351.2K (-$26.1K)
Filed 2026-10-15
Gruss & Co., LLC
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$351.2K (+$49.4K)
Filed 2026-11-02
Atlas Brown,Inc.
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$351.2K (+$49.4K)
Filed 2026-10-09
Twelve Points Wealth Management LLC
INCREASED
Shares3,989 from 3,589
Change+400 (+11%)
Value$307.5K (+$36.7K)
Filed 2026-11-03
LexAurum Advisors, LLC
INCREASED
Shares3,951 from 3,856
Change+95 (+2%)
Value$346.9K (+$56.0K)
Filed 2026-10-19
HCR Wealth Advisors
UNCHANGED
Shares3,948 from 3,948
Change0 (0%)
Value$346.6K (+$48.8K)
Filed 2026-10-15
Heartwood Wealth Advisors LLC
UNCHANGED
Shares3,909 from 3,909
Change0 (0%)
Value$343.2K (+$48.3K)
Filed 2026-10-05
Opal Wealth Advisors, LLC
UNCHANGED
Shares3,873 from 3,873
Change0 (0%)
Value$340.1K (+$47.8K)
Filed 2026-10-16
Waycross Investment Management Co
DECREASED
Shares3,848 from 7,047
Change-3,199 (-45%)
Value$337.9K (-$193.8K)
Filed 2026-10-14
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares3,836 from 3,781
Change+55 (+1%)
Value$336.9K (+$51.6K)
Filed 2026-10-14
Cora Capital Advisors LLC
UNCHANGED
Shares3,785 from 3,785
Change0 (0%)
Value$332.3K (+$46.7K)
Filed 2026-11-02
Rakuten Securities, Inc.
INCREASED
Shares3,766 from 1,254
Change+2,512 (+200%)
Value$330.7K (+$236.0K)
Filed 2026-11-02
Inscription Capital, LLC
DECREASED
Shares3,747 from 4,647
Change-900 (-19%)
Value$329.0K (-$21.6K)
Filed 2026-11-02
Savant Capital, LLC
DECREASED
Shares3,707 from 4,879
Change-1,172 (-24%)
Value$325.4K (-$81.9K)
Filed 2026-11-06
Daiwa Securities Group Inc.
DECREASED
Shares3,700 from 9,700
Change-6,000 (-62%)
Value$324.9K (-$407.0K)
Filed 2026-10-29
MCF Advisors LLC
UNCHANGED
Shares3,690 from 3,690
Change0 (0%)
Value$324.0K (+$45.6K)
Filed 2026-10-28
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED
Shares3,686 from 3,705
Change-19 (-1%)
Value$323.6K (+$44.1K)
Filed 2026-10-27
Lincoln Capital LLC
UNCHANGED
Shares3,686 from 3,686
Change0 (0%)
Value$323.6K (+$45.5K)
Filed 2026-10-09
Midwest Trust Co
NEW
Shares3,652
Change+3,652
Value$320.6K
Filed 2026-10-22
Clean Yield Group
DECREASED
Shares3,637 from 4,430
Change-793 (-18%)
Value$319.3K (-$14.9K)
Filed 2026-10-28
Arcataur Capital Management LLC
UNCHANGED
Shares3,623 from 3,623
Change0 (0%)
Value$318.1K (+$44.7K)
Filed 2026-10-21
Boyum Wealth Architects LLC
DECREASED
Shares3,621 from 5,512
Change-1,891 (-34%)
Value$317.9K (-$86.6K)
Filed 2026-10-06
Global Trust Asset Management, LLC
INCREASED
Shares3,600 from 3,000
Change+600 (+20%)
Value$316.1K (+$89.7K)
Filed 2026-10-19
Private Trust Co NA
INCREASED
Shares3,596 from 3,245
Change+351 (+11%)
Value$315.7K (+$70.9K)
Filed 2026-10-20
Visionary Horizons, LLC
UNCHANGED
Shares3,595 from 3,595
Change0 (0%)
Value$315.6K (+$44.4K)
Filed 2026-10-22
Mission Wealth Management, LP
DECREASED
Shares3,579 from 5,479
Change-1,900 (-35%)
Value$314.2K (-$99.2K)
Filed 2026-10-15
Journey Advisory Group, LLC
INCREASED
Shares3,577 from 3,575
Change+2 (+0%)
Value$314.1K (+$44.3K)
Filed 2026-11-04
Fisher Asset Management, LLC
INCREASED
Shares3,553 from 3,364
Change+189 (+6%)
Value$312.0K (+$58.1K)
Filed 2026-11-06
Fiduciary Alliance LLC
DECREASED
Shares3,536 from 3,788
Change-252 (-7%)
Value$310.4K (+$24.7K)
Filed 2026-10-13
Mascagni Wealth Management, Inc.
DECREASED
Shares3,530 from 3,540
Change-10 (0%)
Value$309.9K (+$42.8K)
Filed 2026-10-23
Helium Advisors LLC
UNCHANGED
Shares3,524 from 3,524
Change0 (0%)
Value$309.4K (+$43.5K)
Filed 2026-10-23
Investment Management Associates Inc
UNCHANGED
Shares3,500 from 3,500
Change0 (0%)
Value$307.3K (+$43.2K)
Filed 2026-10-29
KG Capital Management
DECREASED
Shares3,487 from 3,852
Change-365 (-9%)
Value$306.2K (+$15.5K)
Filed 2026-10-15
Integrity Advisory Solutions, LLC
NEW
Shares3,486
Change+3,486
Value$306.1K
Filed 2026-10-29
Fearless Solutions, LLC dba Best Invest
DECREASED
Shares3,451 from 3,551
Change-100 (-3%)
Value$303.0K (+$35.1K)
Filed 2026-10-14
Aspect Partners, LLC
INCREASED
Shares3,448 from 3,344
Change+104 (+3%)
Value$302.7K (+$50.4K)
Filed 2026-10-20
CX Institutional
INCREASED
Shares3,444 from 1,209
Change+2,235 (+185%)
Value$302 (+$211)
Filed 2026-10-02
CPR Investments Inc.
NEW
Shares3,432
Change+3,432
Value$301.4K
Filed 2026-10-26
RM Financial Services, LLC
UNCHANGED
Shares3,420 from 3,420
Change0 (0%)
Value$300.3K (+$42.2K)
Filed 2026-11-03
Global Assets Advisory, LLC
DECREASED
Shares3,351 from 3,440
Change-89 (-3%)
Value$293.3K (+$31.1K)
Filed 2026-10-28
Quantum Financial Partners LLC
NEW
Shares3,345
Change+3,345
Value$293.7K
Filed 2026-10-19
Ridgepath Capital Management LLC
UNCHANGED
Shares3,324 from 3,324
Change0 (0%)
Value$291.9K (+$41.1K)
Filed 2026-10-29
Welch Group, LLC
DECREASED
Shares3,295 from 3,585
Change-290 (-8%)
Value$289.3K (+$18.8K)
Filed 2026-10-29
Rinkey Investments
NEW
Shares3,290
Change+3,290
Value$288.9K
Filed 2026-10-28
Able Financial Group, LLC
NEW
Shares3,283
Change+3,283
Value$288.2K
Filed 2026-10-14
Founders Financial Securities LLC
DECREASED
Shares3,256 from 3,724
Change-468 (-13%)
Value$285.9K (+$4.9K)
Filed 2026-10-28
55 North Private Wealth, LLC
UNCHANGED
Shares3,237 from 3,237
Change0 (0%)
Value$284.2K (+$40.0K)
Filed 2026-10-20
Worth Asset Management, LLC
NEW
Shares3,219
Change+3,219
Value$282.6K
Filed 2026-10-07
Morling Financial Advisors, LLC
UNCHANGED
Shares3,209 from 3,209
Change0 (0%)
Value$281.7K (+$39.6K)
Filed 2026-10-28
Quattro Financial Advisors LLC
DECREASED
Shares3,200 from 21,069
Change-17,869 (-85%)
Value$281.0K (-$1.3M)
Filed 2026-10-15
Joseph P. Lucia & Associates, LLC
DECREASED
Shares3,190 from 3,252
Change-62 (-2%)
Value$280.1K (+$34.7K)
Filed 2026-10-30
World Equity Group, Inc.
DECREASED
Shares3,168 from 3,417
Change-249 (-7%)
Value$278.2K (+$20.3K)
Filed 2026-10-14
Alchemi Wealth, LLC
DECREASED
Shares3,133 from 3,312
Change-179 (-5%)
Value$275.1K (+$25.2K)
Filed 2026-11-04
Arbor Investment Advisors, LLC
DECREASED
Shares3,126 from 3,726
Change-600 (-16%)
Value$274.5K (-$6.7K)
Filed 2026-10-26
International Assets Investment Management, LLC
INCREASED
Shares3,109 from 2,845
Change+264 (+9%)
Value$269.7K (+$56.1K)
Filed 2026-11-02
NorthCrest Asset Manangement, LLC
UNCHANGED
Shares3,057 from 3,057
Change0 (0%)
Value$265.1K (+$33.4K)
Filed 2026-10-13
Pinnacle Associates LTD
DECREASED
Shares3,037 from 3,750
Change-713 (-19%)
Value$266.6K (-$16.3K)
Filed 2026-10-20
Wespac Advisors, LLC
DECREASED
Shares3,024 from 3,056
Change-32 (-1%)
Value$265.5K (+$34.9K)
Filed 2026-10-26
Rossby Financial, LCC
DECREASED
Shares3,020 from 3,095
Change-75 (-2%)
Value$265.2K (+$31.6K)
Filed 2026-11-05
IPG Investment Advisors LLC
DECREASED
Shares3,011 from 4,031
Change-1,020 (-25%)
Value$264.4K (-$39.8K)
Filed 2026-10-30
Integris Wealth Management, LLC
NEW
Shares3,000
Change+3,000
Value$263.4K
Filed 2026-10-14
Cottage Street Advisors LLC
NEW
Shares3,000
Change+3,000
Value$263.4K
Filed 2026-10-19
Montag A & Associates Inc
DECREASED
Shares3,000 from 5,700
Change-2,700 (-47%)
Value$263.4K (-$166.7K)
Filed 2026-10-29
Mitsubishi UFJ Asset Management (UK) Ltd.
DECREASED
Shares3,000 from 5,000
Change-2,000 (-40%)
Value$263 (-$376.7K)
Filed 2026-10-22
Valmark Advisers, Inc.
NEW
Shares2,957
Change+2,957
Value$259.6K
Filed 2026-11-06
Sentry LLC
UNCHANGED
Shares2,954 from 2,954
Change0 (0%)
Value$259.4K (+$36.5K)
Filed 2026-10-30
Avior Wealth Management, LLC
UNCHANGED
Shares2,949 from 2,949
Change0 (0%)
Value$258.9K (+$36.4K)
Filed 2026-10-13
LifeWealth Investments, LLC
UNCHANGED
Shares2,915 from 2,915
Change0 (0%)
Value$255.9K (+$36.0K)
Filed 2026-10-21
apricus wealth, LLC
NEW
Shares2,900
Change+2,900
Value$254.6K
Filed 2026-10-26
Pacifica Partners Inc.
UNCHANGED
Shares2,895 from 2,895
Change0 (0%)
Value$251.1K (+$24.1K)
Filed 2026-10-09
KWB Wealth
INCREASED
Shares2,886 from 2,880
Change+6 (+0%)
Value$253.4K (+$36.1K)
Filed 2026-10-16
Bedel Financial Consulting, Inc.
UNCHANGED
Shares2,876 from 2,876
Change0 (0%)
Value$252.5K (+$35.5K)
Filed 2026-11-06
Verdence Capital Advisors LLC
UNCHANGED
Shares2,858 from 2,858
Change0 (0%)
Value$251.0K (+$35.3K)
Filed 2026-10-26
Trek Financial, LLC
UNCHANGED
Shares2,847 from 2,847
Change0 (0%)
Value$250.0K (+$35.2K)
Filed 2026-10-29
Almanack Investment Partners, Llc.
UNCHANGED
Shares2,830 from 2,830
Change0 (0%)
Value$248.5K (+$35.0K)
Filed 2026-11-03
Essex Bank
NEW
Shares2,792
Change+2,792
Value$245.1K
Filed 2026-10-16
Odyssey Capital Advisors, Inc.
INCREASED
Shares2,742 from 2,734
Change+8 (+0%)
Value$240.7K (+$34.5K)
Filed 2026-10-26
LaFleur & Godfrey LLC
DECREASED
Shares2,704 from 2,826
Change-122 (-4%)
Value$237.4K (+$24.2K)
Filed 2026-10-27
Birch Hill Investment Advisors LLC
NEW
Shares2,695
Change+2,695
Value$236.6K
Filed 2026-10-16
Joel Isaacson & Co., LLC
DECREASED
Shares2,693 from 2,792
Change-99 (-4%)
Value$236.4K (+$25.8K)
Filed 2026-11-05
Wealthcare Capital Partners, LLC
UNCHANGED
Shares2,680 from 2,680
Change0 (0%)
Value$235.3K (+$33.1K)
Filed 2026-10-21
Flagship Private Wealth, LLC
DECREASED
Shares2,674 from 3,175
Change-501 (-16%)
Value$234.8K (-$4.8K)
Filed 2026-11-05
Stonebridge Financial Group, LLC
NEW
Shares2,647
Change+2,647
Value$232.4K
Filed 2026-10-01
Hidden Cove Wealth Management, LLC
NEW
Shares2,627
Change+2,627
Value$230.7K
Filed 2026-10-19
Soltis Investment Advisors LLC
NEW
Shares2,605
Change+2,605
Value$228.7K
Filed 2026-10-28
L.K. Benson & Company, P.C.
NEW
Shares2,562
Change+2,562
Value$225.0K
Filed 2026-10-23
Virginia Wealth Management Group, Inc.
NEW
Shares2,550
Change+2,550
Value$223.9K
Filed 2026-10-14
1900 Wealth Management LLC
NEW
Shares2,540
Change+2,540
Value$223.0K
Filed 2026-10-13
Arlington Trust Co LLC
UNCHANGED
Shares2,520 from 2,520
Change0 (0%)
Value$221.3K (+$31.1K)
Filed 2026-10-20
Sepio Capital, LP
NEW
Shares2,504
Change+2,504
Value$219.9K
Filed 2026-10-22
IvyRock Asset Management (HK) Ltd
NEW
Shares2,500
Change+2,500
Value$219.5K
Filed 2026-11-06
Post Resch Tallon Group Inc.
NEW
Shares2,500
Change+2,500
Value$219.5K
Filed 2026-10-09
Valicenti Advisory Services Inc
NEW
Shares2,500
Change+2,500
Value$220
Filed 2026-10-23
New Hampshire Trust
NEW
Shares2,500
Change+2,500
Value$219.5K
Filed 2026-10-20
Bensler, LLC
NEW
Shares2,500
Change+2,500
Value$219.5K
Filed 2026-11-05
Salomon & Ludwin, LLC
UNCHANGED
Shares2,492 from 2,492
Change0 (0%)
Value$218.8K (+$31.7K)
Filed 2026-10-29
Diversified Trust Co
NEW
Shares2,489
Change+2,489
Value$218.5K
Filed 2026-11-06
Accurate Wealth Management, LLC
DECREASED
Shares2,478 from 2,770
Change-292 (-11%)
Value$216.2K (+$7.0K)
Filed 2026-10-20
Braeburn Wealth Management LLC
NEW
Shares2,462
Change+2,462
Value$216.2K
Filed 2026-10-15
Trust Co of Vermont
DECREASED
Shares2,449 from 2,642
Change-193 (-7%)
Value$215.0K (+$15.7K)
Filed 2026-10-21
Old Port Advisors
DECREASED
Shares2,447 from 2,898
Change-451 (-16%)
Value$214.8K (-$3.8K)
Filed 2026-10-23
Peak Financial Management, Inc.
NEW
Shares2,429
Change+2,429
Value$213.3K
Filed 2026-10-16
SFM, LLC d/b/a Sweeney Financial Advisors
NEW
Shares2,423
Change+2,423
Value$212.7K
Filed 2026-10-14
Tempo Wealth, LLC
NEW
Shares2,422
Change+2,422
Value$212.7K
Filed 2026-10-14
Schear Investment Advisers, LLC
NEW
Shares2,422
Change+2,422
Value$212.7K
Filed 2026-10-14
Calamos Wealth Management LLC
NEW
Shares2,417
Change+2,417
Value$212.2K
Filed 2026-11-02
Sanchez Gaunt Capital Management, LLC
NEW
Shares2,408
Change+2,408
Value$211.4K
Filed 2026-11-03
Lederer & Associates Investment Counsel
NEW
Shares2,405
Change+2,405
Value$211
Filed 2026-10-23
Sicart Associates LLC
NEW
Shares2,405
Change+2,405
Value$210.9K
Filed 2026-10-29
Golden State Wealth Management, LLC
UNCHANGED
Shares2,366 from 2,366
Change0 (0%)
Value$207.8K (+$29.2K)
Filed 2026-11-02
Pinion Investment Advisors, LLC
NEW
Shares2,358
Change+2,358
Value$207.0K
Filed 2026-11-04
Parkshore Wealth Management, Inc.
NEW
Shares2,346
Change+2,346
Value$206.0K
Filed 2026-10-13
Valeo Financial Advisors, LLC
DECREASED
Shares2,336 from 3,368
Change-1,032 (-31%)
Value$205.1K (-$49.0K)
Filed 2026-10-08
Private Wealth Group, LLC
NEW
Shares2,329
Change+2,329
Value$204.5K
Filed 2026-10-19
Daymark Wealth Partners, LLC
NEW
Shares2,305
Change+2,305
Value$202.4K
Filed 2026-11-04
United Capital Management of KS, Inc.
DECREASED
Shares2,299 from 3,039
Change-740 (-24%)
Value$201.9K (-$27.4K)
Filed 2026-11-04
Diligent Investors, LLC
NEW
Shares2,297
Change+2,297
Value$201.7K
Filed 2026-10-21
Equity Investment Corp
NEW
Shares2,285
Change+2,285
Value$200.6K
Filed 2026-11-04
MTM Investment Management, LLC
UNCHANGED
Shares2,216 from 2,216
Change0 (0%)
Value$194.5K (+$27.4K)
Filed 2026-10-30
Guardian Partners Inc.
INCREASED
Shares2,200 from 1,750
Change+450 (+26%)
Value$193.2K (+$61.1K)
Filed 2026-10-21
Jacobi Capital Management LLC
NEW
Shares2,197
Change+2,197
Value$192.9K
Filed 2026-11-05
Stone House Investment Management, LLC
UNCHANGED
Shares2,150 from 2,150
Change0 (0%)
Value$188.8K (+$26.6K)
Filed 2026-10-23
Transce3nd, LLC
NEW
Shares2,122
Change+2,122
Value$184.0K
Filed 2026-10-26
SJS Investment Consulting Inc.
NEW
Shares1,930
Change+1,930
Value$169.5K
Filed 2026-10-26
John A. Wolfe & Associates, Inc.
UNCHANGED
Shares1,874 from 1,874
Change0 (0%)
Value$164.6K (+$23.1K)
Filed 2026-11-06
Ulland Investment Advisors, LLC
NEW
Shares1,852
Change+1,852
Value$163
Filed 2026-10-13
Silver Grove Financial Group, Inc.
INCREASED
Shares1,850 from 1,750
Change+100 (+6%)
Value$162.4K (+$30.4K)
Filed 2026-11-05
Parkside Financial Bank & Trust
DECREASED
Shares1,847 from 2,956
Change-1,109 (-38%)
Value$162.2K (-$60.9K)
Filed 2026-10-27
Parallel Advisors, LLC
INCREASED
Shares1,754 from 1,354
Change+400 (+30%)
Value$154.0K (+$51.8K)
Filed 2026-11-03
Root Financial Partners, LLC
NEW
Shares1,718
Change+1,718
Value$150.8K
Filed 2026-10-21
Friedenthal Financial
NEW
Shares1,689
Change+1,689
Value$148.3K
Filed 2026-10-27
Compass Financial Management LLC
DECREASED
Shares1,561 from 1,776
Change-215 (-12%)
Value$137.1K (+$2.7K)
Filed 2026-10-30
Quintet Private Bank (Europe) S.A.
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$131.7K (+$18.5K)
Filed 2026-10-08
Accordant Advisory Group Inc
DECREASED
Shares1,477 from 1,535
Change-58 (-4%)
Value$129.7K (+$13.9K)
Filed 2026-10-29
American National Bank & Trust
UNCHANGED
Shares1,427 from 1,427
Change0 (0%)
Value$125.3K (+$17.6K)
Filed 2026-10-07
Caldwell Trust Co
UNCHANGED
Shares1,425 from 1,425
Change0 (0%)
Value$125.1K (+$17.6K)
Filed 2026-10-30
Latitude Advisors, LLC
NEW
Shares1,407
Change+1,407
Value$123.5K
Filed 2026-10-27
Peoples Financial Services Corp.
UNCHANGED
Shares1,400 from 1,400
Change0 (0%)
Value$122.9K (+$17.3K)
Filed 2026-10-20
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares1,370 from 1,370
Change0 (0%)
Value$120.3K (+$16.9K)
Filed 2026-10-29
Mather Group, Llc.
UNCHANGED
Shares1,366 from 1,366
Change0 (0%)
Value$119.9K (+$16.9K)
Filed 2026-10-14
Financial Management Professionals, Inc.
UNCHANGED
Shares1,277 from 1,277
Change0 (0%)
Value$112.1K (+$15.8K)
Filed 2026-10-23
United Community Bank
INCREASED
Shares1,255 from 500
Change+755 (+151%)
Value$110.2K (+$72.5K)
Filed 2026-10-28
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares1,230 from 1,230
Change0 (0%)
Value$108.0K (+$15.2K)
Filed 2026-10-20
EPG Wealth Management LLC
UNCHANGED
Shares1,186 from 1,186
Change0 (0%)
Value$104.2K (+$14.7K)
Filed 2026-11-03
Bank of New Hampshire
DECREASED
Shares1,170 from 1,500
Change-330 (-22%)
Value$102.7K (-$10.4K)
Filed 2026-10-06
Triumph Capital Management
INCREASED
Shares1,099 from 1,094
Change+5 (+0%)
Value$96.5K (+$14.0K)
Filed 2026-10-14
Nfsg Corp
UNCHANGED
Shares1,086 from 1,086
Change0 (0%)
Value$95.4K (+$13.4K)
Filed 2026-10-15
Bochk Asset Management Ltd
NEW
Shares1,000
Change+1,000
Value$87.8K
Filed 2026-10-29
Grove Bank & Trust
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$87.8K (+$12.4K)
Filed 2026-10-08
Creative Financial Designs Inc
INCREASED
Shares991 from 869
Change+122 (+14%)
Value$87.0K (+$21.4K)
Filed 2026-11-04
MJT & Associates Financial Advisory Group, Inc.
NEW
Shares983
Change+983
Value$86.3K
Filed 2026-10-07
Lloyd Advisory Services, Llc.
INCREASED
Shares977 from 815
Change+162 (+20%)
Value$85.8K (+$24.3K)
Filed 2026-11-02
Russell Investments Group, Ltd.
INCREASED
Shares919 from 914
Change+5 (+1%)
Value$80.7K (+$11.7K)
Filed 2026-11-06
James T. Borello RIA
UNCHANGED
Shares886 from 886
Change0 (0%)
Value$77.8K (+$10.9K)
Filed 2026-10-16
Roxbury Financial LLC
UNCHANGED
Shares876 from 876
Change0 (0%)
Value$76.9K (+$10.8K)
Filed 2026-10-01
Ascentis Independent Advisors
NEW
Shares827
Change+827
Value$72.9K
Filed 2026-11-03
Advocate Investing Services LLC
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$70.2K (+$9.9K)
Filed 2026-10-26
Hurley Capital, LLC
DECREASED
Shares773 from 774
Change-1 (0%)
Value$67.9K (+$9.6K)
Filed 2026-11-05
Flagship Wealth Advisors, LLC
UNCHANGED
Shares716 from 716
Change0 (0%)
Value$62.9K (+$8.8K)
Filed 2026-11-03
Gables Capital Management Inc.
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$61.5K (+$8.6K)
Filed 2026-11-04
Investors Research Corp
UNCHANGED
Shares692 from 692
Change0 (0%)
Value$60.8K (+$8.5K)
Filed 2026-10-07
Register Financial Advisors LLC
UNCHANGED
Shares679 from 679
Change0 (0%)
Value$59.6K (+$8.4K)
Filed 2026-10-23
RMG Wealth Management LLC
UNCHANGED
Shares671 from 671
Change0 (0%)
Value$54.9K (-$6.2K)
Filed 2026-10-26
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares652 from 652
Change0 (0%)
Value$57.2K (+$8.1K)
Filed 2026-10-27
Physician Wealth Advisors, Inc.
UNCHANGED
Shares645 from 645
Change0 (0%)
Value$56.6K (+$8.0K)
Filed 2026-10-20
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares627 from 2,293
Change-1,666 (-73%)
Value$55.1K (-$118.0K)
Filed 2026-10-14
Eastern Bank
UNCHANGED
Shares608 from 608
Change0 (0%)
Value$53.4K (+$7.5K)
Filed 2026-10-05
Berbice Capital Management LLC
NEW
Shares600
Change+600
Value$52.7K
Filed 2026-10-13
DeDora Capital, Inc.
NEW
Shares533
Change+533
Value$46.8K
Filed 2026-10-26
Capital Investment Counsel, Inc
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$43.9K (+$6.2K)
Filed 2026-10-20
Decker Retirement Planning Inc.
INCREASED
Shares482 from 415
Change+67 (+16%)
Value$42.3K (+$11.0K)
Filed 2026-10-19
IMG Wealth Management, Inc.
NEW
Shares477
Change+477
Value$41.9K
Filed 2026-10-27
Lodestone Wealth Management LLC
UNCHANGED
Shares475 from 475
Change0 (0%)
Value$41.7K (+$5.9K)
Filed 2026-10-14
Nvwm, LLC
DECREASED
Shares460 from 468
Change-8 (-2%)
Value$40.4K (+$5.1K)
Filed 2026-10-14
Meriwether Wealth & Planning, LLC
NEW
Shares450
Change+450
Value$39.5K
Filed 2026-10-13
Goodman Advisory Group, LLC
NEW
Shares440
Change+440
Value$38.6K
Filed 2026-11-02
Morton Brown Family Wealth, LLC
UNCHANGED
Shares424 from 424
Change0 (0%)
Value$37.2K (+$5.2K)
Filed 2026-10-23
Redwood Park Advisors LLC
UNCHANGED
Shares417 from 417
Change0 (0%)
Value$36.6K (+$5.1K)
Filed 2026-11-02
Tradewinds Capital Management, LLC
DECREASED
Shares390 from 402
Change-12 (-3%)
Value$34.2K (+$3.9K)
Filed 2026-10-23
IAG Wealth Partners, LLC
UNCHANGED
Shares375 from 375
Change0 (0%)
Value$32.9K (+$4.6K)
Filed 2026-11-06
Signature Equity Partners, LLC
NEW
Shares374
Change+374
Value$32.8K
Filed 2026-10-29
GoalVest Advisory LLC
UNCHANGED
Shares358 from 358
Change0 (0%)
Value$31.4K (+$4.4K)
Filed 2026-10-02
KFG LLC
NEW
Shares355
Change+355
Value$31.2K
Filed 2026-11-02
Clearstead Advisors, LLC
DECREASED
Shares349 from 411
Change-62 (-15%)
Value$30.6K (-$394)
Filed 2026-11-06
Hickory Point Bank & Trust
NEW
Shares345
Change+345
Value$30.3K
Filed 2026-10-01
Activest Wealth Management
DECREASED
Shares332 from 986
Change-654 (-66%)
Value$29.1K (-$45.3K)
Filed 2026-10-15
Cape Investment Advisory, Inc.
UNCHANGED
Shares330 from 330
Change0 (0%)
Value$29.0K (+$4.1K)
Filed 2026-10-13
Eukles Asset Management
UNCHANGED
Shares320 from 320
Change0 (0%)
Value$28.1K (+$4.0K)
Filed 2026-11-04
Markowski Investments
UNCHANGED
Shares314 from 314
Change0 (0%)
Value$27.6K (+$3.9K)
Filed 2026-10-30
Duncker Streett & Co Inc
UNCHANGED
Shares304 from 304
Change0 (0%)
Value$26.7K (+$3.8K)
Filed 2026-10-27
Pinnacle Bancorp, Inc.
DECREASED
Shares301 from 489
Change-188 (-38%)
Value$26.4K (-$10.5K)
Filed 2026-10-21
Bayban
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$22.6K ($0)
Filed 2026-11-05
Quaker Wealth Management, LLC
UNCHANGED
Shares293 from 293
Change0 (0%)
Value$25.8K (+$3.6K)
Filed 2026-10-22
Princeton Global Asset Management LLC
UNCHANGED
Shares290 from 290
Change0 (0%)
Value$25.5K (+$3.6K)
Filed 2026-10-21
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares279 from 279
Change0 (0%)
Value$24.5K (+$3.4K)
Filed 2026-10-27
Financial Consulate, Inc
UNCHANGED
Shares278 from 278
Change0 (0%)
Value$24.4K (+$3.4K)
Filed 2026-10-23
North Star Investment Management Corp.
UNCHANGED
Shares275 from 275
Change0 (0%)
Value$24.1K (+$3.4K)
Filed 2026-10-27
Allspring Global Investments Holdings, LLC
UNCHANGED
Shares269 from 269
Change0 (0%)
Value$23.3K (+$2.2K)
Filed 2026-11-04
Farmers & Merchants Investments Inc
UNCHANGED
Shares267 from 267
Change0 (0%)
Value$23.4K (+$3.3K)
Filed 2026-10-22
Center for Financial Planning, Inc.
UNCHANGED
Shares229 from 229
Change0 (0%)
Value$20.1K (+$2.8K)
Filed 2026-10-26
Trust Co of Toledo NA
UNCHANGED
Shares225 from 225
Change0 (0%)
Value$19.8K (+$2.8K)
Filed 2026-10-16
Evolution Wealth Management Inc.
DECREASED
Shares223 from 362
Change-139 (-38%)
Value$19.6K (-$7.7K)
Filed 2026-10-28
Proathlete Wealth Management LLC
NEW
Shares209
Change+209
Value$18.4K
Filed 2026-10-15
Wealth Enhancement Trust Services, Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$17.6K (+$2.5K)
Filed 2026-10-07
Sfam, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$17.6K (+$2.5K)
Filed 2026-11-03
Archer Investment Corp
UNCHANGED
Shares183 from 183
Change0 (0%)
Value$16.1K (+$2.3K)
Filed 2026-11-05
William Mack & Associates, Inc.
NEW
Shares182
Change+182
Value$16.0K
Filed 2026-10-27
Syntax Research, Inc.
UNCHANGED
Shares182 from 182
Change0 (0%)
Value$16.0K (+$2.2K)
Filed 2026-11-04
Mascoma Wealth Management LLC
UNCHANGED
Shares175 from 175
Change0 (0%)
Value$15.4K (+$2.2K)
Filed 2026-10-23
Adirondack Trust Co
UNCHANGED
Shares173 from 173
Change0 (0%)
Value$15.2K (+$2.1K)
Filed 2026-10-14
True Wealth Design, LLC
UNCHANGED
Shares172 from 172
Change0 (0%)
Value$15.1K (+$2.1K)
Filed 2026-10-13
MV Capital Management, Inc.
NEW
Shares171
Change+171
Value$15.0K
Filed 2026-10-29
Bangor Savings Bank
INCREASED
Shares161 from 15
Change+146 (+973%)
Value$14.1K (+$13.0K)
Filed 2026-10-06
Highline Wealth Partners LLC
UNCHANGED
Shares160 from 160
Change0 (0%)
Value$14.0K (+$2.0K)
Filed 2026-10-19
Laurel Wealth Advisors LLC
NEW
Shares158
Change+158
Value$13.9K
Filed 2026-10-27
Kingdom Financial Group Llc.
UNCHANGED
Shares151 from 151
Change0 (0%)
Value$13.3K (+$1.9K)
Filed 2026-11-04
Bokf, NA
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$13.2K (+$1.9K)
Filed 2026-10-27
Godsey & Gibb, Inc
UNCHANGED
Shares119 from 119
Change0 (0%)
Value$10.4K (+$1.5K)
Filed 2026-10-14
Balance Wealth Partners LLC
NEW
Shares118
Change+118
Value$10.4K
Filed 2026-10-27
Carota Wealth Management
NEW
Shares107
Change+107
Value$9.4K
Filed 2026-11-03
Cullen T Bankers, Inc.
INCREASED
Shares107 from 46
Change+61 (+133%)
Value$9.4K (+$5.9K)
Filed 2026-10-28
Hughes Financial Services, LLC
NEW
Shares103
Change+103
Value$8.4K
Filed 2026-10-30
Alpine Bank Wealth Management
NEW
Shares102
Change+102
Value$9.0K
Filed 2026-10-16
Bfsg, LLC
UNCHANGED
Shares102 from 102
Change0 (0%)
Value$9.0K (+$1.3K)
Filed 2026-10-30
UMB Bank, n.a.
NEW
Shares100
Change+100
Value$8.8K
Filed 2026-11-06
Birch Capital Management, LLC
NEW
Shares94
Change+94
Value$8.3K
Filed 2026-10-27
Ascentis Wealth Management, LLC
NEW
Shares82
Change+82
Value$7.2K
Filed 2026-11-03
Abound Wealth Management
INCREASED
Shares79 from 68
Change+11 (+16%)
Value$6.9K (+$1.8K)
Filed 2026-10-26
Creative Capital Management Investments LLC
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$6.6K (+$926)
Filed 2026-10-28
Financial Network Wealth Advisors LLC
UNCHANGED
Shares72 from 72
Change0 (0%)
Value$6.3K (+$890)
Filed 2026-10-28
Toth Financial Advisory Corp
UNCHANGED
Shares65 from 65
Change0 (0%)
Value$5.7K (+$802)
Filed 2026-10-08
Winch Advisory Services, LLC
UNCHANGED
Shares59 from 59
Change0 (0%)
Value$5.2K (+$728)
Filed 2026-11-06
Barrett & Company, Inc.
DECREASED
Shares57 from 60
Change-3 (-5%)
Value$5.0K (+$478)
Filed 2026-10-22
Reyes Financial Architecture, Inc.
UNCHANGED
Shares53 from 53
Change0 (0%)
Value$4.7K (+$654)
Filed 2026-10-22
Nemes Rush Group LLC
NEW
Shares51
Change+51
Value$4.5K
Filed 2026-11-04
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$4.4K (+$617)
Filed 2026-11-02
Milestone Investment Advisors LLC
UNCHANGED
Shares49 from 49
Change0 (0%)
Value$4.3K (+$605)
Filed 2026-11-05
High Point Wealth Management, LLC
NEW
Shares45
Change+45
Value$4.0K
Filed 2026-11-05
Valley National Advisers Inc
INCREASED
Shares45 from 4
Change+41 (+1025%)
Value$4.0K (+$3.7K)
Filed 2026-10-23
Ashurst Perkins Coie Trust Co
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$3.5K (+$494)
Filed 2026-10-15
Elevated Capital Advisors, LLC
NEW
Shares33
Change+33
Value$2.9K
Filed 2026-11-04
Align Financial, LLC
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$2.9K (+$407)
Filed 2026-10-16
Hager Investment Management Services, LLC
DECREASED
Shares31 from 38
Change-7 (-18%)
Value$2.7K (-$145)
Filed 2026-11-04
DecisionPoint Financial, LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$2.2K (+$292)
Filed 2026-10-27
McCarley & Cook Financial Planners
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$1.9K (+$272)
Filed 2026-10-21
Manchester Capital Management LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$878 (+$123)
Filed 2026-10-22
Sunrise Financial Services, LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$527 (+$74)
Filed 2026-10-21
Brown, Lisle Ings, Inc.
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$527 (+$74)
Filed 2026-10-16
Go Invest LLC
NEW
Shares1
Change+1
Value$64
Filed 2026-10-09
Madrid Financial Services
CLOSED
Shares0 from 158,703
Change-158,703 (-100%)
Value$0 (-$12.0M)
Filed 2026-11-03
Confluence Investment Management LLC
CLOSED
Shares0 from 70,315
Change-70,315 (-100%)
Value$0 (-$5.3M)
Filed 2026-10-01
Indivisible Partners
CLOSED
Shares0 from 39,025
Change-39,025 (-100%)
Value$0 (-$2.9M)
Filed 2026-10-26
Forte Asset Management LLC
CLOSED
Shares0 from 24,195
Change-24,195 (-100%)
Value$0 (-$1.8M)
Filed 2026-10-13
Capital Management Associates
CLOSED
Shares0 from 24,000
Change-24,000 (-100%)
Value$0 (-$1.8M)
Filed 2026-11-03
PW Nova Financial Services LLC
CLOSED
Shares0 from 13,867
Change-13,867 (-100%)
Value$0 (-$1.0M)
Filed 2026-10-15
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 11,400
Change-11,400 (-100%)
Value$0 (-$860.1K)
Filed 2026-11-03
Insight Wealth Partners, LLC
CLOSED
Shares0 from 9,859
Change-9,859 (-100%)
Value$0 (-$743.9K)
Filed 2026-10-26
Surience Private Wealth LLC
CLOSED
Shares0 from 7,542
Change-7,542 (-100%)
Value$0 (-$569.0K)
Filed 2026-10-16
Verde Servicos Internacionais S.A.
CLOSED
Shares0 from 7,500
Change-7,500 (-100%)
Value$0 (-$566.0K)
Filed 2026-10-26
Park Edge Advisors, LLC
CLOSED
Shares0 from 7,181
Change-7,181 (-100%)
Value$0 (-$541.8K)
Filed 2026-10-28
Broussard Financial Group LLC
CLOSED
Shares0 from 6,868
Change-6,868 (-100%)
Value$0 (-$518.2K)
Filed 2026-10-26
Cane Capital Partners, LLC
CLOSED
Shares0 from 5,564
Change-5,564 (-100%)
Value$0 (-$419.8K)
Filed 2026-10-23
LVW Advisors, LLC
CLOSED
Shares0 from 4,764
Change-4,764 (-100%)
Value$0 (-$359.4K)
Filed 2026-10-19
Florida Trust Wealth Management Co
CLOSED
Shares0 from 3,432
Change-3,432 (-100%)
Value$0 (-$258.9K)
Filed 2026-11-05
Convergence Financial, LLC
CLOSED
Shares0 from 3,084
Change-3,084 (-100%)
Value$0 (-$232.7K)
Filed 2026-10-27
BOS Asset Management, LLC
CLOSED
Shares0 from 3,051
Change-3,051 (-100%)
Value$0 (-$230.2K)
Filed 2026-10-09
Vestor Capital, LLC
CLOSED
Shares0 from 3,045
Change-3,045 (-100%)
Value$0 (-$264)
Filed 2026-11-04
Dymon Asia Capital (Singapore) Pte. Ltd.
CLOSED
Shares0 from 2,900
Change-2,900 (-100%)
Value$0 (-$218.8K)
Filed 2026-11-04
Bison Wealth, LLC
CLOSED
Shares0 from 2,837
Change-2,837 (-100%)
Value$0 (-$223.4K)
Filed 2026-10-13
Demars Financial Group, LLC
CLOSED
Shares0 from 2,725
Change-2,725 (-100%)
Value$0 (-$205.6K)
Filed 2026-10-22
Summer Road LLC
CLOSED
Shares0 from 2,678
Change-2,678 (-100%)
Value$0 (-$202.1K)
Filed 2026-11-05
Cherry Tree Wealth Management, LLC
CLOSED
Shares0 from 2,330
Change-2,330 (-100%)
Value$0 (-$175.8K)
Filed 2026-10-15
G&S Capital LLC
CLOSED
Shares0 from 1,646
Change-1,646 (-100%)
Value$0 (-$124.2K)
Filed 2026-10-23
Tucker Asset Management LLC
CLOSED
Shares0 from 1,596
Change-1,596 (-100%)
Value$0 (-$120.4K)
Filed 2026-10-29
Founders Capital Management
CLOSED
Shares0 from 735
Change-735 (-100%)
Value$0 (-$55.5K)
Filed 2026-10-13
First Command Advisory Services, Inc.
CLOSED
Shares0 from 680
Change-680 (-100%)
Value$0 (-$51.3K)
Filed 2026-11-05
BankPlus Trust Department
CLOSED
Shares0 from 496
Change-496 (-100%)
Value$0 (-$37.4K)
Filed 2026-11-06
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 254
Change-254 (-100%)
Value$0 (-$19.1K)
Filed 2026-11-06
Hoey Investments, Inc
CLOSED
Shares0 from 230
Change-230 (-100%)
Value$0 (-$17.4K)
Filed 2026-10-29
Tsfg, LLC
CLOSED
Shares0 from 80
Change-80 (-100%)
Value$0 (-$6.0K)
Filed 2026-10-23
Groesbeck Investment Management Corp
CLOSED
Shares0 from 38
Change-38 (-100%)
Value$0 (-$3)
Filed 2026-10-26
Key FInancial Inc
CLOSED
Shares0 from 37
Change-37 (-100%)
Value$0 (-$2.8K)
Filed 2026-11-02
Atwood & Palmer Inc
UNCHANGED
Shares0 from 0
Change0
Value$42 (+$6)
Filed 2026-10-08
Albion Financial Group
UNCHANGED
Shares0 from 0
Change0
Value$1 ($0)
Filed 2026-10-21
Bank of Montreal
N/A
Shares— from 24,332,431
Change-24,332,431 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 16,420,795
Change-16,420,795 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 9,039,170
Change-9,039,170 (-100%)
Value—
UBS Group AG
N/A
Shares— from 8,266,445
Change-8,266,445 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 6,960,342
Change-6,960,342 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 5,655,338
Change-5,655,338 (-100%)
Value—
Blue Sparrow, LLC
N/A
Shares— from 3,901,700
Change-3,901,700 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 3,715,926
Change-3,715,926 (-100%)
Value—
Nearwater Capital Markets, Ltd
N/A
Shares— from 3,551,500
Change-3,551,500 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 3,085,882
Change-3,085,882 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 2,764,107
Change-2,764,107 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,584,391
Change-2,584,391 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 2,317,941
Change-2,317,941 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,988,529
Change-1,988,529 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 1,774,066
Change-1,774,066 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 1,487,777
Change-1,487,777 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 1,480,000
Change-1,480,000 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 1,452,459
Change-1,452,459 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 1,427,370
Change-1,427,370 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 1,405,199
Change-1,405,199 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,374,302
Change-1,374,302 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 1,211,809
Change-1,211,809 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 1,076,600
Change-1,076,600 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 1,052,042
Change-1,052,042 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 845,394
Change-845,394 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 819,656
Change-819,656 (-100%)
Value—
FIL Ltd
N/A
Shares— from 788,936
Change-788,936 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 781,711
Change-781,711 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 774,475
Change-774,475 (-100%)
Value—
Gemsstock Ltd.
N/A
Shares— from 767,100
Change-767,100 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 726,169
Change-726,169 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 712,777
Change-712,777 (-100%)
Value—
Cable Car Capital, LPA
N/A
Shares— from 688,700
Change-688,700 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 658,676
Change-658,676 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 642,480
Change-642,480 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 607,054
Change-607,054 (-100%)
Value—
Panview Capital Ltd
N/A
Shares— from 602,946
Change-602,946 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 575,635
Change-575,635 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 505,413
Change-505,413 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 499,478
Change-499,478 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 484,424
Change-484,424 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 474,907
Change-474,907 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 468,700
Change-468,700 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 466,189
Change-466,189 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 457,015
Change-457,015 (-100%)
Value—
WS Management Lllp
N/A
Shares— from 432,304
Change-432,304 (-100%)
Value—
Valiant Capital Management, L.P.
N/A
Shares— from 425,204
Change-425,204 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 409,800
Change-409,800 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 388,226
Change-388,226 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 375,019
Change-375,019 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 371,412
Change-371,412 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 369,784
Change-369,784 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 335,014
Change-335,014 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 330,823
Change-330,823 (-100%)
Value—
Blair William & Co
N/A
Shares— from 320,783
Change-320,783 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 315,738
Change-315,738 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 309,450
Change-309,450 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 303,184
Change-303,184 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 292,179
Change-292,179 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 290,439
Change-290,439 (-100%)
Value—
Capitolis Liquid Global Markets LLC
N/A
Shares— from 280,000
Change-280,000 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 264,210
Change-264,210 (-100%)
Value—
Susquehanna Advisors Group, Inc.
N/A
Shares— from 254,300
Change-254,300 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 247,531
Change-247,531 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 240,755
Change-240,755 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 230,834
Change-230,834 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 226,219
Change-226,219 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 222,208
Change-222,208 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 221,738
Change-221,738 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 220,903
Change-220,903 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 215,738
Change-215,738 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 212,664
Change-212,664 (-100%)
Value—
Mainstay Capital Management LLC
N/A
Shares— from 205,108
Change-205,108 (-100%)
Value—
Marco Investment Management LLC
N/A
Shares— from 204,721
Change-204,721 (-100%)
Value—
Marathon Trading Investment Management LLC
N/A
Shares— from 202,219
Change-202,219 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 187,282
Change-187,282 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 182,820
Change-182,820 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 180,662
Change-180,662 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 179,104
Change-179,104 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 178,863
Change-178,863 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 174,185
Change-174,185 (-100%)
Value—
Cantor Fitzgerald, L. P.
N/A
Shares— from 171,212
Change-171,212 (-100%)
Value—
Tandem Financial, LLC
N/A
Shares— from 170,681
Change-170,681 (-100%)
Value—
Menlo Advisors LLC
N/A
Shares— from 165,992
Change-165,992 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 165,971
Change-165,971 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 162,943
Change-162,943 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 162,718
Change-162,718 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 159,319
Change-159,319 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 159,280
Change-159,280 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 158,087
Change-158,087 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 156,345
Change-156,345 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 156,309
Change-156,309 (-100%)
Value—
Polar Asset Management Partners Inc.
N/A
Shares— from 152,970
Change-152,970 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 149,434
Change-149,434 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 149,236
Change-149,236 (-100%)
Value—
&partners
N/A
Shares— from 142,005
Change-142,005 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 140,379
Change-140,379 (-100%)
Value—
FMR LLC
N/A
Shares— from 138,931
Change-138,931 (-100%)
Value—
First Washington Corp
N/A
Shares— from 134,882
Change-134,882 (-100%)
Value—
Twin Tree Management, LP
N/A
Shares— from 133,964
Change-133,964 (-100%)
Value—
Allianz SE
N/A
Shares— from 131,007
Change-131,007 (-100%)
Value—
Quantitative Investment Management, LLC
N/A
Shares— from 129,137
Change-129,137 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 128,906
Change-128,906 (-100%)
Value—
Nwam LLC
N/A
Shares— from 127,229
Change-127,229 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 122,186
Change-122,186 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 121,722
Change-121,722 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 120,433
Change-120,433 (-100%)
Value—
Fore Capital, LLC
N/A
Shares— from 120,000
Change-120,000 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 116,861
Change-116,861 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 116,526
Change-116,526 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 113,842
Change-113,842 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 113,023
Change-113,023 (-100%)
Value—
Prudential PLC
N/A
Shares— from 112,839
Change-112,839 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 112,237
Change-112,237 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 110,627
Change-110,627 (-100%)
Value—
Northeast Planning Associates, Inc. / NH /
N/A
Shares— from 107,936
Change-107,936 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 106,785
Change-106,785 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 106,607
Change-106,607 (-100%)
Value—
Glenorchy Capital Ltd
N/A
Shares— from 106,062
Change-106,062 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 104,757
Change-104,757 (-100%)
Value—
Yong Rong (HK) Asset Management Ltd
N/A
Shares— from 100,000
Change-100,000 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 97,114
Change-97,114 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 95,652
Change-95,652 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 93,070
Change-93,070 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 92,610
Change-92,610 (-100%)
Value—
Moore Capital Management, LP
N/A
Shares— from 92,188
Change-92,188 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 92,188
Change-92,188 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 91,675
Change-91,675 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 86,034
Change-86,034 (-100%)
Value—
EFG International AG
N/A
Shares— from 81,427
Change-81,427 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 81,074
Change-81,074 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 80,168
Change-80,168 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 80,000
Change-80,000 (-100%)
Value—
Lonestar Capital Management LLC
N/A
Shares— from 80,000
Change-80,000 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 78,679
Change-78,679 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 78,048
Change-78,048 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 77,340
Change-77,340 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 75,559
Change-75,559 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 75,490
Change-75,490 (-100%)
Value—
Nan Shan Life Insurance Co., Ltd.
N/A
Shares— from 74,528
Change-74,528 (-100%)
Value—
SIH Partners, Lllp
N/A
Shares— from 71,949
Change-71,949 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 68,042
Change-68,042 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 67,774
Change-67,774 (-100%)
Value—
Sava Penzisko Drushtvo A.D. Skopje
N/A
Shares— from 66,850
Change-66,850 (-100%)
Value—
Sprott Inc.
N/A
Shares— from 66,759
Change-66,759 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 65,427
Change-65,427 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 65,047
Change-65,047 (-100%)
Value—
Stephens Inc
N/A
Shares— from 64,707
Change-64,707 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 63,327
Change-63,327 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 61,862
Change-61,862 (-100%)
Value—
Keystone Investors PTE LTD
N/A
Shares— from 60,310
Change-60,310 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 59,928
Change-59,928 (-100%)
Value—
Moon Capital Management LP
N/A
Shares— from 59,123
Change-59,123 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 59,110
Change-59,110 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 58,747
Change-58,747 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 58,639
Change-58,639 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 58,161
Change-58,161 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 57,517
Change-57,517 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 57,264
Change-57,264 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 57,130
Change-57,130 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 57,005
Change-57,005 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 53,036
Change-53,036 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 52,253
Change-52,253 (-100%)
Value—
LSP Investment Advisors, LLC
N/A
Shares— from 51,832
Change-51,832 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 46,415
Change-46,415 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 46,153
Change-46,153 (-100%)
Value—
CMC Financial Group
N/A
Shares— from 46,000
Change-46,000 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 45,497
Change-45,497 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 44,122
Change-44,122 (-100%)
Value—
Lane Generational LLC
N/A
Shares— from 43,561
Change-43,561 (-100%)
Value—
Fosun International Ltd
N/A
Shares— from 43,304
Change-43,304 (-100%)
Value—
S&CO Inc
N/A
Shares— from 42,589
Change-42,589 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 42,395
Change-42,395 (-100%)
Value—
Capital Markets Trading UK LLP
N/A
Shares— from 42,323
Change-42,323 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 42,125
Change-42,125 (-100%)
Value—
Volterra Technologies LP
N/A
Shares— from 41,721
Change-41,721 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 41,679
Change-41,679 (-100%)
Value—
BCS Private Wealth Management, Inc.
N/A
Shares— from 41,284
Change-41,284 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 40,302
Change-40,302 (-100%)
Value—
Global Endowment Management, LP
N/A
Shares— from 40,000
Change-40,000 (-100%)
Value—
Banco BTG Pactual S.A.
N/A
Shares— from 40,000
Change-40,000 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 39,700
Change-39,700 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 39,348
Change-39,348 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 38,939
Change-38,939 (-100%)
Value—
IAM Advisory, LLC
N/A
Shares— from 38,456
Change-38,456 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 38,374
Change-38,374 (-100%)
Value—
Cavalier Investments, LLC
N/A
Shares— from 37,901
Change-37,901 (-100%)
Value—
Fortis Advisors, LLC
N/A
Shares— from 36,956
Change-36,956 (-100%)
Value—
Norris Financial Group, LLC
N/A
Shares— from 36,841
Change-36,841 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 36,673
Change-36,673 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 35,829
Change-35,829 (-100%)
Value—
Benchmark Investment Advisors LLC
N/A
Shares— from 35,689
Change-35,689 (-100%)
Value—
Cassady Wealth & Retirement Planning, LLC
N/A
Shares— from 35,635
Change-35,635 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 35,000
Change-35,000 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 34,608
Change-34,608 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 33,745
Change-33,745 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 32,612
Change-32,612 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 32,520
Change-32,520 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 32,500
Change-32,500 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 32,003
Change-32,003 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 31,651
Change-31,651 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 31,165
Change-31,165 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 30,042
Change-30,042 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 30,000
Change-30,000 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 29,935
Change-29,935 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 29,896
Change-29,896 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 28,001
Change-28,001 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 27,840
Change-27,840 (-100%)
Value—
CastleKnight Management LP
N/A
Shares— from 27,200
Change-27,200 (-100%)
Value—
Beck Capital Management, LLC
N/A
Shares— from 26,528
Change-26,528 (-100%)
Value—
Independent Family Office, LLC
N/A
Shares— from 26,520
Change-26,520 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 26,190
Change-26,190 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 25,840
Change-25,840 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 25,631
Change-25,631 (-100%)
Value—
K.J. Harrison & Partners Inc
N/A
Shares— from 25,595
Change-25,595 (-100%)
Value—
Abbot Financial Management, Inc.
N/A
Shares— from 25,450
Change-25,450 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 25,235
Change-25,235 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 25,178
Change-25,178 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 25,058
Change-25,058 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 24,876
Change-24,876 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 24,212
Change-24,212 (-100%)
Value—
Stansberry Asset Management, LLC
N/A
Shares— from 24,175
Change-24,175 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 24,115
Change-24,115 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 23,556
Change-23,556 (-100%)
Value—
Spruce Point Capital Management, LLC
N/A
Shares— from 23,530
Change-23,530 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 23,483
Change-23,483 (-100%)
Value—
Cutler Capital Management, LLC
N/A
Shares— from 23,142
Change-23,142 (-100%)
Value—
Caption Management, LLC
N/A
Shares— from 23,100
Change-23,100 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 22,949
Change-22,949 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 22,902
Change-22,902 (-100%)
Value—
Credit Industriel ET Commercial
N/A
Shares— from 22,443
Change-22,443 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 22,175
Change-22,175 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 21,914
Change-21,914 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 21,885
Change-21,885 (-100%)
Value—
Bard Associates Inc
N/A
Shares— from 21,676
Change-21,676 (-100%)
Value—
Alexis Investment Partners, LLC
N/A
Shares— from 20,784
Change-20,784 (-100%)
Value—
Mizuho Markets Cayman LP
N/A
Shares— from 20,139
Change-20,139 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 20,098
Change-20,098 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 20,056
Change-20,056 (-100%)
Value—
Select Asset Management & Trust
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 19,995
Change-19,995 (-100%)
Value—
Stamos Capital Partners, L.P.
N/A
Shares— from 19,849
Change-19,849 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 19,832
Change-19,832 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 19,205
Change-19,205 (-100%)
Value—
Titan Global Capital Management USA LLC
N/A
Shares— from 19,157
Change-19,157 (-100%)
Value—
Dynamic Technology Lab Private Ltd
N/A
Shares— from 18,846
Change-18,846 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 18,637
Change-18,637 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 18,503
Change-18,503 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 18,474
Change-18,474 (-100%)
Value—
Sender Co & Partners, Inc.
N/A
Shares— from 18,010
Change-18,010 (-100%)
Value—
Fund Advisors of America Inc
N/A
Shares— from 17,897
Change-17,897 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 17,787
Change-17,787 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 17,624
Change-17,624 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 17,611
Change-17,611 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 17,558
Change-17,558 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 17,341
Change-17,341 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 17,234
Change-17,234 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 17,019
Change-17,019 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 17,000
Change-17,000 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 16,927
Change-16,927 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 16,828
Change-16,828 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 16,815
Change-16,815 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 16,750
Change-16,750 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 16,653
Change-16,653 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 16,396
Change-16,396 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 16,200
Change-16,200 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 16,150
Change-16,150 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 16,113
Change-16,113 (-100%)
Value—
Trans-Canada Capital Inc.
N/A
Shares— from 16,050
Change-16,050 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 15,873
Change-15,873 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 15,654
Change-15,654 (-100%)
Value—
Piedmont Capital Management, LLC
N/A
Shares— from 15,624
Change-15,624 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 15,097
Change-15,097 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 15,053
Change-15,053 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 14,523
Change-14,523 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 14,466
Change-14,466 (-100%)
Value—
Stevens Capital Management LP
N/A
Shares— from 14,446
Change-14,446 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 14,267
Change-14,267 (-100%)
Value—
Indie Asset Partners, LLC
N/A
Shares— from 14,238
Change-14,238 (-100%)
Value—
Rock Point Advisors, LLC
N/A
Shares— from 14,232
Change-14,232 (-100%)
Value—
Rather & Kittrell, Inc.
N/A
Shares— from 14,165
Change-14,165 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 13,806
Change-13,806 (-100%)
Value—
Copley Financial Group, Inc.
N/A
Shares— from 13,653
Change-13,653 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 13,331
Change-13,331 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 13,309
Change-13,309 (-100%)
Value—
Cura Wealth Advisors, LLC
N/A
Shares— from 13,300
Change-13,300 (-100%)
Value—
Alphadyne Asset Management LP
N/A
Shares— from 13,139
Change-13,139 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 12,993
Change-12,993 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 12,902
Change-12,902 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 12,799
Change-12,799 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 12,716
Change-12,716 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 12,421
Change-12,421 (-100%)
Value—
RiverGlades Family Offices LLC
N/A
Shares— from 12,344
Change-12,344 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 12,259
Change-12,259 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 12,058
Change-12,058 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 12,045
Change-12,045 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 11,955
Change-11,955 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 11,832
Change-11,832 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 11,810
Change-11,810 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 11,798
Change-11,798 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 11,300
Change-11,300 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 11,246
Change-11,246 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 11,061
Change-11,061 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 11,056
Change-11,056 (-100%)
Value—
Allred Capital Management, LLC
N/A
Shares— from 11,051
Change-11,051 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 11,015
Change-11,015 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 11,000
Change-11,000 (-100%)
Value—
Noble Wealth Partners LLC
N/A
Shares— from 10,979
Change-10,979 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 10,905
Change-10,905 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 10,814
Change-10,814 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 10,792
Change-10,792 (-100%)
Value—
Lumbard & Kellner, LLC
N/A
Shares— from 10,684
Change-10,684 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 10,431
Change-10,431 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 10,350
Change-10,350 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 10,331
Change-10,331 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 10,316
Change-10,316 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 10,014
Change-10,014 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 9,900
Change-9,900 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 9,839
Change-9,839 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 9,771
Change-9,771 (-100%)
Value—
Kiker Wealth Management, LLC
N/A
Shares— from 9,757
Change-9,757 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 9,705
Change-9,705 (-100%)
Value—
Ionic Capital Management LLC
N/A
Shares— from 9,542
Change-9,542 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 9,511
Change-9,511 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 9,496
Change-9,496 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 9,345
Change-9,345 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 9,328
Change-9,328 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 9,269
Change-9,269 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 9,266
Change-9,266 (-100%)
Value—
Three Cord True Wealth Management, LLC
N/A
Shares— from 9,140
Change-9,140 (-100%)
Value—
Oppenheimer & Close, LLC
N/A
Shares— from 9,114
Change-9,114 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 9,098
Change-9,098 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 9,051
Change-9,051 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 8,988
Change-8,988 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 8,961
Change-8,961 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 8,665
Change-8,665 (-100%)
Value—
Hudson Value Partners, LLC
N/A
Shares— from 8,548
Change-8,548 (-100%)
Value—
Next Capital Management LLC
N/A
Shares— from 8,522
Change-8,522 (-100%)
Value—
Black Maple Capital Management LP
N/A
Shares— from 8,500
Change-8,500 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 8,481
Change-8,481 (-100%)
Value—
Camarda Financial Advisors, LLC
N/A
Shares— from 8,169
Change-8,169 (-100%)
Value—
Connective Capital Management, LLC
N/A
Shares— from 8,043
Change-8,043 (-100%)
Value—
Crestmont Private Wealth LLC
N/A
Shares— from 8,030
Change-8,030 (-100%)
Value—
Harvest Fund Management Co., Ltd
N/A
Shares— from 7,684
Change-7,684 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 7,681
Change-7,681 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 7,606
Change-7,606 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 7,443
Change-7,443 (-100%)
Value—
Ketron Financial
N/A
Shares— from 7,396
Change-7,396 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 7,376
Change-7,376 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 7,227
Change-7,227 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 7,220
Change-7,220 (-100%)
Value—
Commerce Bank
N/A
Shares— from 7,182
Change-7,182 (-100%)
Value—
Custos Family Office, LLC
N/A
Shares— from 7,160
Change-7,160 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 7,152
Change-7,152 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 7,100
Change-7,100 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 6,995
Change-6,995 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 6,936
Change-6,936 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 6,916
Change-6,916 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 6,907
Change-6,907 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 6,846
Change-6,846 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 6,789
Change-6,789 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 6,723
Change-6,723 (-100%)
Value—
Tolleson Wealth Management, Inc.
N/A
Shares— from 6,650
Change-6,650 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 6,623
Change-6,623 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 6,606
Change-6,606 (-100%)
Value—
LGL Partners, LLC
N/A
Shares— from 6,511
Change-6,511 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 6,369
Change-6,369 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 6,317
Change-6,317 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 6,288
Change-6,288 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 6,257
Change-6,257 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 6,216
Change-6,216 (-100%)
Value—
CapitalatWork S.A.
N/A
Shares— from 6,205
Change-6,205 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 6,162
Change-6,162 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 5,893
Change-5,893 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 5,826
Change-5,826 (-100%)
Value—
Bellevue Group AG
N/A
Shares— from 5,750
Change-5,750 (-100%)
Value—
Crabel Capital Management, LLC
N/A
Shares— from 5,607
Change-5,607 (-100%)
Value—
Hutchinson Capital Management
N/A
Shares— from 5,416
Change-5,416 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 5,391
Change-5,391 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 5,330
Change-5,330 (-100%)
Value—
Logan Stone Capital, LLC
N/A
Shares— from 5,325
Change-5,325 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 5,318
Change-5,318 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 5,232
Change-5,232 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 5,215
Change-5,215 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 5,204
Change-5,204 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 5,178
Change-5,178 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 5,132
Change-5,132 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 5,103
Change-5,103 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 5,064
Change-5,064 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 5,004
Change-5,004 (-100%)
Value—
Riverview Capital Advisers, LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 4,975
Change-4,975 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 4,975
Change-4,975 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 4,941
Change-4,941 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 4,817
Change-4,817 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 4,735
Change-4,735 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 4,735
Change-4,735 (-100%)
Value—
Quarry LP
N/A
Shares— from 4,729
Change-4,729 (-100%)
Value—
Foresight Global Investors, Inc.
N/A
Shares— from 4,423
Change-4,423 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 4,336
Change-4,336 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 4,284
Change-4,284 (-100%)
Value—
Galilei Investment Office LLP
N/A
Shares— from 4,277
Change-4,277 (-100%)
Value—
Vawter Financial, Ltd.
N/A
Shares— from 4,275
Change-4,275 (-100%)
Value—
Bluefin Capital Management, LLC
N/A
Shares— from 4,200
Change-4,200 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 4,061
Change-4,061 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 4,033
Change-4,033 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 4,018
Change-4,018 (-100%)
Value—
Twin Lakes Capital Management, LLC
N/A
Shares— from 4,014
Change-4,014 (-100%)
Value—
Main Management LLC
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 3,923
Change-3,923 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 3,900
Change-3,900 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 3,888
Change-3,888 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 3,858
Change-3,858 (-100%)
Value—
Sharp Wealth Advisory, LLC
N/A
Shares— from 3,846
Change-3,846 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 3,687
Change-3,687 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 3,684
Change-3,684 (-100%)
Value—
Wexford Capital LP
N/A
Shares— from 3,625
Change-3,625 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 3,599
Change-3,599 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 3,584
Change-3,584 (-100%)
Value—
Caxton Associates LLP
N/A
Shares— from 3,577
Change-3,577 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 3,557
Change-3,557 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 3,495
Change-3,495 (-100%)
Value—
Ranch Capital Advisors Inc.
N/A
Shares— from 3,464
Change-3,464 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 3,448
Change-3,448 (-100%)
Value—
Exit Wealth Advisors, Llc.
N/A
Shares— from 3,442
Change-3,442 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 3,413
Change-3,413 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 3,402
Change-3,402 (-100%)
Value—
Cornerstone Select Advisors, LLC
N/A
Shares— from 3,397
Change-3,397 (-100%)
Value—
Saranac Partners Ltd
N/A
Shares— from 3,360
Change-3,360 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 3,351
Change-3,351 (-100%)
Value—
Wimmer Associates 1, LLC
N/A
Shares— from 3,313
Change-3,313 (-100%)
Value—
Adapt Wealth Advisors, LLC
N/A
Shares— from 3,313
Change-3,313 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 3,312
Change-3,312 (-100%)
Value—
Peak Planning Group, LLC
N/A
Shares— from 3,301
Change-3,301 (-100%)
Value—
Allium Financial Advisors, LLC
N/A
Shares— from 3,300
Change-3,300 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 3,282
Change-3,282 (-100%)
Value—
X-Square Capital, LLC
N/A
Shares— from 3,224
Change-3,224 (-100%)
Value—
JMN Financial LLC
N/A
Shares— from 3,180
Change-3,180 (-100%)
Value—
Conservest Capital Advisors, Inc.
N/A
Shares— from 3,126
Change-3,126 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 3,110
Change-3,110 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 3,082
Change-3,082 (-100%)
Value—
Fairfield, Bush & Co.
N/A
Shares— from 3,055
Change-3,055 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 3,045
Change-3,045 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 3,036
Change-3,036 (-100%)
Value—
Connable Office Inc
N/A
Shares— from 3,032
Change-3,032 (-100%)
Value—
Betterment LLC
N/A
Shares— from 3,014
Change-3,014 (-100%)
Value—
WJ Financial Advisors LLC
N/A
Shares— from 3,005
Change-3,005 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 2,992
Change-2,992 (-100%)
Value—
Alpine Global Management, LLC
N/A
Shares— from 2,986
Change-2,986 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 2,980
Change-2,980 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 2,978
Change-2,978 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 2,953
Change-2,953 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 2,953
Change-2,953 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 2,950
Change-2,950 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 2,880
Change-2,880 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 2,796
Change-2,796 (-100%)
Value—
CMT Capital Markets Trading GmbH
N/A
Shares— from 2,767
Change-2,767 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 2,668
Change-2,668 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 2,610
Change-2,610 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 2,547
Change-2,547 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 2,463
Change-2,463 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 2,349
Change-2,349 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 2,346
Change-2,346 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 2,328
Change-2,328 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 2,287
Change-2,287 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 2,282
Change-2,282 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 2,250
Change-2,250 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 2,211
Change-2,211 (-100%)
Value—
Cypress Capital Management LLC (WY)
N/A
Shares— from 2,203
Change-2,203 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 2,010
Change-2,010 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
L1 Global Manager Pty Ltd
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 1,975
Change-1,975 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 1,955
Change-1,955 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 1,900
Change-1,900 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 1,850
Change-1,850 (-100%)
Value—
VAN DEN Berg Management I, Inc
N/A
Shares— from 1,590
Change-1,590 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 1,558
Change-1,558 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 1,557
Change-1,557 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 1,470
Change-1,470 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 1,453
Change-1,453 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 1,442
Change-1,442 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 1,442
Change-1,442 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 1,353
Change-1,353 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 1,163
Change-1,163 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 1,150
Change-1,150 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 900
Change-900 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 748
Change-748 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 736
Change-736 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 650
Change-650 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 646
Change-646 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 604
Change-604 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 595
Change-595 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 538
Change-538 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 524
Change-524 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 500
Change-500 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 452
Change-452 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 448
Change-448 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 400
Change-400 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 385
Change-385 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 354
Change-354 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 318
Change-318 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 292
Change-292 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 285
Change-285 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 268
Change-268 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 250
Change-250 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 210
Change-210 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 210
Change-210 (-100%)
Value—
Broadwater Capital Management LLC
N/A
Shares— from 206
Change-206 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 205
Change-205 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 201
Change-201 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 157
Change-157 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 153
Change-153 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 148
Change-148 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 132
Change-132 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 130
Change-130 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 116
Change-116 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 98
Change-98 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 56
Change-56 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 52
Change-52 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 39
Change-39 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 35
Change-35 (-100%)
Value—
IQ EQ Fund Management (Singapore) Private Ltd
N/A
Shares— from 20
Change-20 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 0
Change0
Value—
Status
LPL Financial LLC
INCREASED3,849,4133,565,654+283,759+8%$269.0M$338.0M+$68.9M2026-11-06
Citigroup Inc
DECREASED3,431,1354,159,466-728,331-18%$313.8M$301.3M-$12.6M2026-11-04
Barclays PLC
DECREASED1,208,4862,259,588-1,051,102-47%$170.5M$106.1M-$64.4M2026-11-06
Temasek Holdings (Private) Ltd
INCREASED1,180,796906,800+273,996+30%$68.4M$103.7M+$35.3M2026-10-28
Vanderbilt University
UNCHANGED1,030,2001,030,20000%$77.7M$90.5M+$12.7M2026-11-02
Jefferies Financial Group Inc.
INCREASED794,497611,961+182,536+30%$46.2M$69.8M+$23.6M2026-11-05
Commonwealth Equity Services, LLC
DECREASED751,568869,037-117,469-14%$65.6M$66.0M+$418.8K2026-11-02
Imc-Chicago, LLC
INCREASED723,951374,157+349,794+93%$28.2M$63.6M+$35.3M2026-11-05
RIT Capital Partners PLC
UNCHANGED700,000700,00000%$52.8M$61.5M+$8.7M2026-11-05
Globalt Investments LLC / GA
INCREASED695,510483,983+211,527+44%$36.5M$61.1M+$24.5M2026-10-27
Cambridge Investment Research Advisors, Inc.
INCREASED668,102331,720+336,382+101%$25.0M$58.7K-$25.0M2026-11-02
MKP Capital Management, L.L.C.
DECREASED659,000712,500-53,500-8%$53.8M$57.9M+$4.1M2026-11-04
Meitav Investment House LTD
DECREASED643,250958,200-314,950-33%$72.3M$56.5M-$15.8M2026-10-28
New Harbor Financial Group, LLC
INCREASED585,790410,104+175,686+43%$30.9M$51.4M+$20.5M2026-10-22
Staley Capital Advisers Inc
INCREASED520,799515,714+5,085+1%$38.9M$45.7M+$6.8M2026-11-06
Truist Financial Corp
INCREASED507,922504,110+3,812+1%$38.0M$44.6M+$6.6M2026-10-30
Mirae Asset Securities (USA) Inc.
INCREASED502,573100,979+401,594+398%$7.6M$44.1M+$36.5M2026-10-15
Avalon Capital Management
INCREASED346,212331,077+15,135+5%$25.0M$30.4M+$5.4M2026-11-04
Clearwater Capital Advisors, LLC
INCREASED315,690292,105+23,585+8%$22.0M$27.7M+$5.7M2026-11-06
Armstrong Advisory Group, Inc
INCREASED287,9305,985+281,945+4711%$451.6K$25.3M+$24.8M2026-10-09
Versant Capital Management, Inc
INCREASED285,604281,661+3,943+1%$21.3M$25.1M+$3.8M2026-10-02
Forest Hill Capital, LLC
UNCHANGED277,500277,50000%$20.9M$24.4M+$3.4M2026-11-05
Carrhae Capital LLP
NEW252,819—+252,819——$22.2M—2026-10-20
Barry Investment Advisors, LLC
INCREASED239,058236,269+2,789+1%$17.8M$21.0M+$3.2M2026-10-14
Kestra Private Wealth Services, LLC
DECREASED237,186248,231-11,045-4%$18.7M$20.8M+$2.1M2026-11-06
Q3 Asset Management
NEW236,093—+236,093——$23.1K—2026-11-06
RED Cedar Investment Management, LLC
UNCHANGED208,380208,38000%$15.7M$18.3M+$2.6M2026-11-04
Kestra Advisory Services, LLC
INCREASED198,646189,849+8,797+5%$14.3M$17.4M+$3.1M2026-11-02
TD Waterhouse Canada Inc.
DECREASED195,758220,002-24,244-11%$16.5M$17.0M+$459.2K2026-10-16
Ashton Thomas Private Wealth, LLC
DECREASED190,457214,437-23,980-11%$16.2M$16.7M+$542.9K2026-11-03
Lido Advisors, LLC
DECREASED169,978173,939-3,961-2%$13.1M$14.9M+$1.8M2026-11-04
Prospera Financial Services Inc
DECREASED168,080204,070-35,990-18%$15.4M$13.0M-$2.4M2026-11-04
White Pine Investment Co
INCREASED166,477161,208+5,269+3%$12.2M$14.6K-$12.1M2026-10-15
Whitcomb & Hess, Inc.
INCREASED160,171155,854+4,317+3%$11.8M$14.1M+$2.3M2026-10-07
BFI Infinity Ltd.
INCREASED160,10473,205+86,899+119%$5.5M$14.1M+$8.5M2026-10-16
Welch & Forbes LLC
DECREASED154,872169,404-14,532-9%$12.8M$13.6M+$816.1K2026-11-04
Independent Financial Group, LLC
INCREASED153,208151,131+2,077+1%$11.4M$13.5M+$2.0M2026-10-13
IronBridge Private Wealth, LLC
INCREASED152,397110,233+42,164+38%$8.3M$13.4M+$5.1M2026-11-03
Pekin Hardy Strauss, Inc.
DECREASED152,383152,514-1310%$11.5M$13.4M+$1.9M2026-11-02
Cardinal Point Capital Management ULC
DECREASED147,421148,581-1,160-1%$11.2M$12.9M+$1.7M2026-10-21
Parsons Capital Management Inc
INCREASED146,638145,280+1,358+1%$11.0M$12.9M+$1.9M2026-10-28
MassMutual Private Wealth & Trust, FSB
DECREASED144,270159,112-14,842-9%$12.0M$12.7M+$661.9K2026-10-05
Sterling Investment Advisors, Ltd.
DECREASED135,018135,538-5200%$10.2M$11.9M+$1.6M2026-10-27
Farther Finance Advisors, LLC
INCREASED130,570126,918+3,652+3%$9.6M$11.5M+$1.9M2026-10-08
Associated Banc-Corp
DECREASED128,606136,697-8,091-6%$10.3M$11.3M+$977.8K2026-10-30
Richmond Investment Services, LLC
DECREASED128,254132,416-4,162-3%$10.0M$11.3M+$1.3M2026-10-29
Mirador Capital Partners LP
NEW126,965—+126,965——$11.1M—2026-10-09
Acorn Financial Advisory Services Inc
NEW123,916—+123,916——$10.9M—2026-11-02
Meridian Wealth Management, LLC
DECREASED123,218129,245-6,027-5%$9.8M$10.8M+$1.1M2026-11-05
IFP Advisors, Inc
DECREASED115,979216,648-100,669-46%$16.3M$10.2M-$6.2M2026-10-16
180 Wealth Advisors, LLC
INCREASED114,190113,806+384+0%$8.6M$10.0M+$1.4M2026-11-03
Grand Central Investment Group
INCREASED110,414108,332+2,082+2%$8.2M$9.7M+$1.5M2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED110,31598,158+12,157+12%$7.2M$9.3M+$2.1M2026-10-13
Y-Intercept (Hong Kong) Ltd
INCREASED109,68456,762+52,922+93%$4.3M$9.6M+$5.3M2026-10-16
Fifth Third Bancorp
INCREASED109,309106,476+2,833+3%$8.0M$9.6M+$1.6M2026-11-05
Elevation Point Wealth Partners, LLC
DECREASED104,049104,611-562-1%$7.9M$9.1M+$1.2M2026-11-05
Merit Financial Group, LLC
INCREASED103,65699,041+4,615+5%$7.5M$9.1M+$1.6M2026-11-06
Lingotto Investment Management LLP
NEW103,092—+103,092——$9.1M—2026-10-27
Kercheville Advisors, LLC
DECREASED100,530103,776-3,246-3%$7.8M$8.8M+$996.6K2026-10-19
Creative Planning
DECREASED98,280100,040-1,760-2%$7.5M$8.6M+$1.1M2026-11-02
Money Concepts Capital Corp
INCREASED96,77194,556+2,215+2%$7.1M$8.5M+$1.4M2026-11-06
Principal Financial Group Inc
INCREASED94,34171,758+22,583+31%$5.4M$8.3M+$2.9M2026-11-02
Mader & Shannon Wealth Management, Inc.
INCREASED92,27289,239+3,033+3%$6.7M$8.1M+$1.4M2026-11-02
Cultivar Capital, Inc.
DECREASED90,41993,034-2,615-3%$7.0M$7.9M+$919.4K2026-10-14
Pinnacle Wealth Management Group, Inc.
INCREASED88,76686,889+1,877+2%$6.6M$7.8M+$1.2M2026-10-15
Rockport Wealth LLC
INCREASED88,23060,042+28,188+47%$4.5M$7.7M+$3.2M2026-11-03
J.W. Cole Advisors, Inc.
INCREASED87,83778,211+9,626+12%$5.9M$7.7M+$1.8M2026-11-05
Asset One Wealth Management LLC
INCREASED85,26985,159+110+0%$6.3M$7.5M+$1.2M2026-11-02
Bank Julius Baer & Co. Ltd, Zurich
UNCHANGED84,91784,91700%$6.4M$7.5M+$1.0M2026-10-29
Hohimer Wealth Management, LLC
INCREASED84,26581,404+2,861+4%$6.1M$7.4M+$1.3M2026-11-04
Assetmark, Inc
DECREASED81,00681,030-240%$6.1M$7.1M+$998.6K2026-10-21
TBH Global Asset Management, LLC
INCREASED80,20753,957+26,250+49%$4.1M$5.9M+$1.8M2026-11-03
Sumitomo Mitsui Trust Group, Inc.
INCREASED78,73458,812+19,922+34%$4.4M$6.9M+$2.5M2026-10-29
Valen Private Capital, LLC
NEW78,173—+78,173——$6.9M—2026-10-23
CLG LLC
INCREASED76,35152,674+23,677+45%$4.0M$6.7M+$2.7M2026-10-13
Thrivent Financial for Lutherans
INCREASED74,04270,899+3,143+4%$5.4M$6.5K-$5.3M2026-11-05
Comprehensive Wealth Management, LLC
DECREASED73,92881,699-7,771-10%$6.2M$6.5M+$326.7K2026-11-02
Steel Grove Capital Advisors, LLC
INCREASED73,73172,973+758+1%$5.5M$6.5M+$967.8K2026-10-13
Beverly Hills Private Wealth, LLC
INCREASED73,07971,296+1,783+3%$5.4M$6.4M+$1.0M2026-11-04
SBI Securities Co., Ltd.
INCREASED72,85870,345+2,513+4%$5.3M$6.4M+$1.1M2026-10-22
Beirne Wealth Consulting Services, LLC
INCREASED72,84967,078+5,771+9%$5.1M$6.4M+$1.3M2026-10-19
Level Four Advisory Services, LLC
DECREASED72,54879,563-7,015-9%$6.0M$6.4M+$366.7K2026-11-06
Oppenheimer & Co Inc
INCREASED70,56059,889+10,671+18%$4.5M$6.2M+$1.7M2026-10-26
Drum Hill Capital, LLC
INCREASED70,42070,077+343+0%$5.3M$6.2M+$895.6K2026-10-20
Banque Pictet & CIE SA
DECREASED70,40494,700-24,296-26%$7.1M$6.2M-$963.6K2026-10-16
Vontobel Holding Ltd.
DECREASED69,830107,486-37,656-35%$8.1M$6.1M-$2.0M2026-10-16
Morton Capital Management LLC
INCREASED67,55662,550+5,006+8%$4.7M$5.9M+$1.2M2026-10-23
Blume Capital Management, Inc.
DECREASED65,20965,269-600%$4.9M$5.7M+$800.8K2026-10-26
Natixis
DECREASED64,44170,135-5,694-8%$5.3M$5.7M+$366.2K2026-11-06
Guild Investment Management, Inc.
INCREASED63,88860,858+3,030+5%$4.6M$5.6M+$1.0M2026-11-03
SBE LLC DBA Cedar Cove Wealth Partners
INCREASED63,43061,949+1,481+2%$4.7M$5.6M+$895.1K2026-10-15
DCF Advisers, LLC
UNCHANGED62,50062,50000%$4.7M$5.5M+$771.9K2026-11-04
Valence8 US LP
UNCHANGED61,23961,23900%$4.6M$5.4M+$756.3K2026-11-03
Davenport & Co LLC
INCREASED59,41255,755+3,657+7%$4.2M$5.2M+$1.0M2026-10-14
Barings LLC
DECREASED59,31871,078-11,760-17%$5.4M$5.2M-$154.7K2026-10-22
Neville Rodie & Shaw Inc
DECREASED58,67264,697-6,025-9%$4.9K$5.2K+$2702026-10-05
Brookstone Capital Management
DECREASED58,24159,067-826-1%$4.5M$5.1M+$656.9K2026-10-22
Mcrae Capital Management Inc
NEW58,134—+58,134——$5.1M—2026-10-15
Index Fund Advisors, Inc.
INCREASED57,67657,675+10%$4.4M$5.1M+$712.4K2026-11-05
D.A. Davidson & Co.
DECREASED56,81759,314-2,497-4%$4.5M$5.0M+$513.4K2026-10-28
Magnus Financial Group LLC
INCREASED56,77045,957+10,813+24%$3.5M$5.0M+$1.5M2026-10-21
Wealthcare Advisory Partners LLC
INCREASED55,19914,288+40,911+286%$1.1M$4.8M+$3.8M2026-10-21
Point Nemo Capital, LLC
INCREASED55,03512,344+42,691+346%$931.4K$4.8M+$3.9M2026-11-03
Titleist Asset Management, LLC
INCREASED55,01753,453+1,564+3%$4.0M$4.8M+$797.4K2026-10-08
Concurrent Investment Advisors, LLC
INCREASED54,59844,524+10,074+23%$3.4M$4.8M+$1.4M2026-10-16
Crescent Grove Advisors, LLC
INCREASED54,04325,420+28,623+113%$1.9M$4.7M+$2.8M2026-10-21
Canoe Financial LP
NEW53,576—+53,576——$4.6M—2026-10-21
Capital Wealth Alliance, LLC
DECREASED52,84053,144-304-1%$4.0M$4.6M+$634.8K2026-10-20
Mesirow Financial Investment Management, Inc.
INCREASED50,38549,991+394+1%$3.8M$4.4M+$652.0K2026-11-05
J. Safra Sarasin Holding AG
INCREASED50,35842,260+8,098+19%$3.6M$4.5M+$921.3K2026-10-26
Encompass More Asset Management
INCREASED49,5843,270+46,314+1416%$246.7K$4.4M+$4.1M2026-10-16
Axxcess Wealth Management, LLC
INCREASED48,30843,000+5,308+12%$3.2M$4.2M+$997.1K2026-10-21
Vima LLC
INCREASED48,06347,770+293+1%$3.6M$4.2M+$615.7K2026-10-23
RIA Advisory Group LLC
INCREASED47,64246,965+677+1%$3.5M$4.2M+$639.5K2026-10-15
Capstone Wealth Management Group, Inc.
DECREASED47,32149,121-1,800-4%$3.7M$4.2M+$448.6K2026-10-19
Ameliora Wealth Management Ltd.
INCREASED46,75825,402+21,356+84%$1.9M$4.1M+$2.2M2026-10-23
Sapient Capital LLC
INCREASED45,89342,994+2,899+7%$3.2M$4.0M+$785.5K2026-10-08
EverSource Wealth Advisors, LLC
INCREASED45,66343,483+2,180+5%$3.3M$4.0M+$728.4K2026-11-04
Rahlfs Capital, LLC
UNCHANGED44,25544,25500%$3.3M$3.9M+$546.5K2026-10-23
Krilogy Financial LLC
INCREASED43,87342,708+1,165+3%$3.2M$3.9M+$661.8K2026-10-13
Rhodes Investment Advisors Inc
DECREASED43,74544,420-675-2%$3.4M$3.8M+$489.3K2026-10-07
Quadrant Private Wealth Management, LLC
DECREASED43,51043,635-1250%$3.3M$3.8M+$527.9K2026-11-04
Robertson Stephens Wealth Management, LLC
DECREASED43,00647,381-4,375-9%$3.6M$3.8M+$201.0K2026-10-16
Juncture Wealth Strategies, LLC
INCREASED42,40937,452+4,957+13%$2.8M$3.7M+$897.8K2026-10-06
Cyndeo Wealth Partners, LLC
DECREASED41,36041,370-100%$3.1M$3.6M+$510.0K2026-10-16
E&G Advisors, LLC
DECREASED40,99541,125-1300%$3.1M$3.6M+$495.2K2026-10-13
Moneco Advisors, LLC
INCREASED40,93834,720+6,218+18%$2.6M$3.6M+$974.7K2026-11-05
MGO One Seven LLC
DECREASED40,89343,275-2,382-5%$3.3M$3.6M+$325.3K2026-10-28
Aries Wealth Management
INCREASED40,15138,609+1,542+4%$2.9M$3.5M+$612.2K2026-10-23
Evergreen Capital Management LLC
INCREASED39,47838,858+620+2%$2.9M$3.5M+$534.3K2026-10-23
Abbington Investment Group
UNCHANGED39,26039,26000%$3.0M$3.4M+$484.9K2026-11-03
Dana Investment Advisors, Inc.
DECREASED39,05339,073-200%$2.9M$3.4M+$480.8K2026-11-06
Cairn Investment Group, Inc.
DECREASED38,79539,330-535-1%$3.0M$3.4K-$3.0M2026-11-04
Innovative Advisory Group, LLC
DECREASED38,69438,864-1700%$2.9M$3.4M+$465.0K2026-10-13
Kurv Investment Management LLC
INCREASED38,18430,340+7,844+26%$2.3M$3.4M+$1.1M2026-10-28
Uniting Wealth Partners, LLC
DECREASED37,76266,163-28,401-43%$5.0M$3.3M-$1.7M2026-11-06
One Plus One Wealth Management, LLC
INCREASED37,60233,624+3,978+12%$2.5M$3.3M+$764.5K2026-10-16
Park National Corp
UNCHANGED37,08337,08300%$2.8M$3.3M+$458.0K2026-10-05
Hedges Asset Management LLC
DECREASED36,35036,550-200-1%$2.8M$3.2M+$433.8K2026-10-29
Integrated Advisors Network LLC
INCREASED35,84134,642+1,199+3%$2.6M$3.1M+$533.1K2026-10-20
Blue Line Capital, LLC / IL
INCREASED35,28721,475+13,812+64%$1.6M$3.1M+$1.5M2026-11-04
Centurion Wealth Management LLC
INCREASED35,20035,000+200+1%$2.6M$3.1M+$449.8K2026-10-13
NBT Bank, N.A.
DECREASED35,16652,089-16,923-32%$3.9M$3.1M-$842.5K2026-10-21
Integrity Alliance, Llc.
INCREASED34,27933,729+550+2%$2.5M$3.0M+$464.8K2026-10-29
Moulton Wealth Management, Inc
INCREASED33,64129,576+4,065+14%$2.3M$2.9M+$663.8K2026-10-13
Apollon Wealth Management, LLC
DECREASED33,62034,591-971-3%$2.6M$3.0M+$342.0K2026-10-23
Equitable Trust Co
UNCHANGED33,61433,61400%$2.5M$3.0M+$415.1K2026-10-13
MH & Associates Securities Management Corp
UNCHANGED33,23833,23800%$2.5M$2.9M+$410.5K2026-10-30
Sigma Planning Corp
DECREASED32,79936,778-3,979-11%$2.8M$2.9M+$79.2K2026-10-23
Verger Capital Management LLC
INCREASED32,73732,696+41+0%$2.5M$2.9M+$407.4K2026-10-22
PNC Financial Services Group, Inc.
DECREASED31,94734,746-2,799-8%$2.6M$2.8M+$183.4K2026-11-06
Moors & Cabot, Inc.
DECREASED31,84631,901-550%$2.4M$2.8M+$389.1K2026-11-06
Montis Financial, LLC
DECREASED31,21432,895-1,681-5%$2.5M$2.7M+$258.7K2026-11-04
Anson Capital, Inc.
INCREASED30,31027,662+2,648+10%$2.1M$2.7M+$574.1K2026-10-23
Wedbush Securities Inc
DECREASED30,21935,269-5,050-14%$2.7M$2.7K-$2.7M2026-10-22
Trademark Financial Management, LLC
INCREASED30,05329,902+151+1%$2.3M$2.6M+$382.5K2026-10-23
Freemont Management S.A.
UNCHANGED30,00030,00000%$2.3M$2.6M+$370.5K2026-11-02
Nations Financial Group Inc,
INCREASED29,54029,205+335+1%$2.2M$2.6M+$390.1K2026-11-05
Great Diamond Partners, LLC
NEW29,495—+29,495——$2.6M—2026-10-13
Icici Prudential Asset Management Co Ltd
UNCHANGED29,06029,06000%$2.2M$2.6M+$360.8K2026-11-06
BigSur Wealth Management LLC
DECREASED28,60035,400-6,800-19%$2.7M$2.5M-$159.9K2026-10-13
Asset Management One Co., Ltd.
UNCHANGED28,52328,52300%$2.2M$2.5M+$352.3K2026-10-27
Dynamic Wealth Strategies, LLC
DECREASED28,39231,278-2,886-9%$2.4M$2.5M+$132.9K2026-10-16
Hollow Brook Wealth Management LLC
DECREASED28,35330,583-2,230-7%$2.3M$2.5M+$181.9K2026-10-29
Thor Investment Management Inc
DECREASED28,17528,500-325-1%$2.2M$2.5M+$323.4K2026-10-13
Kraematon Investment Advisors, Inc
INCREASED27,97527,910+65+0%$2.1M$2.5M+$350.4K2026-11-02
Realta Investment Advisors
INCREASED27,80227,728+74+0%$2.1M$2.4M+$348.9K2026-10-14
Echo45 Advisors LLC
INCREASED27,70927,370+339+1%$2.1M$2.4M+$367.8K2026-10-07
Simplex Trading, LLC
DECREASED26,784133,483-106,699-80%$10.1M$2.4M-$7.7M2026-11-04
Professional Financial Advisors, LLC
INCREASED26,38726,143+244+1%$2.0M$2.3M+$344.3K2026-10-13
Keybank National Association
DECREASED26,19426,789-595-2%$2.0M$2.3M+$278.6K2026-11-04
Hanson & Doremus Investment Management
UNCHANGED26,14426,14400%$2.0M$2.3K-$2.0M2026-10-16
Capricorn Fund Managers Ltd
NEW26,000—+26,000——$2.3M—2026-11-03
Central Trust Co
INCREASED25,85924,049+1,810+8%$1.8M$2.3M+$455.9K2026-11-05
Sowell Financial Services LLC
INCREASED25,68225,391+291+1%$1.9M$2.3M+$339.2K2026-10-23
Ethic Inc.
NEW25,591—+25,591——$2.2M—2026-11-03
Beacon Advisors Holdings, LLC
UNCHANGED24,81324,81300%$1.9M$2.2M+$306.4K2026-10-27
VestGen Advisors, LLC
DECREASED24,57828,729-4,151-14%$2.2M$2.2M-$9.7K2026-10-27
Evermay Wealth Management LLC
DECREASED24,34225,838-1,496-6%$1.9M$2.1M+$187.7K2026-11-05
Trueblood Wealth Management, LLC
DECREASED24,03024,286-256-1%$1.8M$2.1M+$277.4K2026-10-23
Maseco LLP
DECREASED23,95725,909-1,952-8%$2.0M$2.1M+$150.0K2026-10-27
GFS Advisors, LLC
INCREASED23,69922,995+704+3%$104.5K$2.1M+$2.0M2026-11-03
Baldwin Wealth Partners LLC
DECREASED23,63723,937-300-1%$1.8M$2.1M+$269.3K2026-10-13
Kingswood Wealth Advisors, LLC
DECREASED23,62424,941-1,317-5%$1.9M$2.1M+$192.4K2026-10-23
Balefire, LLC
DECREASED23,60725,266-1,659-7%$1.9M$2.1M+$166.4K2026-10-09
Clifford Swan Investment Counsel LLC
DECREASED23,49323,546-530%$1.8M$2.1M+$286.1K2026-11-05
Patriot Investment Management Group, Inc.
UNCHANGED23,41323,41300%$1.8M$2.1M+$289.2K2026-10-15
Koa Wealth Management, LLC
DECREASED23,39223,628-236-1%$1.8M$2.1M+$271.1K2026-10-14
Cornerstone Planning, LLC
INCREASED23,21123,016+195+1%$1.7M$1.8M+$93.3K2026-10-27
Leuthold Group, LLC
DECREASED23,18025,329-2,149-8%$1.9M$2.0M+$124.1K2026-11-04
Citizens National Bank Trust Department
INCREASED23,05319,514+3,539+18%$1.5M$2.0M+$551.7K2026-11-04
Lake Hills Wealth Management, LLC
NEW22,464—+22,464——$2.0M—2026-10-07
Spire Wealth Management
INCREASED22,43521,339+1,096+5%$1.6M$2.0M+$359.7K2026-10-30
Enclave Advisors LLC
NEW22,404—+22,404——$2.0M—2026-10-14
Smart Wealth LLC
DECREASED21,76524,012-2,247-9%$1.8M$1.9M+$99.2K2026-11-04
Allworth Financial LP
INCREASED21,7467,674+14,072+183%$579.0K$1.6M+$1.1M2026-11-06
Secure Asset Management, LLC
INCREASED20,84012,526+8,314+66%$945.1K$1.8M+$884.6K2026-10-19
Key Capital Management, Inc
INCREASED20,228580+19,648+3388%$43.8K$1.7M+$1.7M2026-11-03
Cidel Asset Management Inc
INCREASED20,11119,618+493+3%$1.5M$1.8M+$285.6K2026-10-29
Community Bank, N.A.
UNCHANGED20,00020,00000%$1.5M$1.8M+$247.0K2026-11-06
Amitell Capital Pte Ltd
DECREASED19,98839,975-19,987-50%$3.0M$1.8M-$1.3M2026-11-02
Athena Wealth Management, LLC
INCREASED19,89816,025+3,873+24%$1.2M$1.7M+$538.0K2026-10-09
Westover Capital Advisors, LLC
DECREASED19,58872,262-52,674-73%$5.5M$1.7M-$3.7M2026-10-26
Schwartz Investment Counsel Inc
DECREASED19,37523,075-3,700-16%$1.7M$1.7M-$39.9K2026-10-26
Williams & Novak Wealth Management, LLC
UNCHANGED19,07019,07000%$1.4M$1.7M+$235.5K2026-10-09
Wakefield Asset Management Lllp
INCREASED18,99618,128+868+5%$1.4M$1.7M+$300.1K2026-11-05
American Capital Advisory, LLC
INCREASED18,93118,912+19+0%$1.4M$1.7M+$235.2K2026-10-28
LFA - Lugano Financial Advisors SA
DECREASED18,66820,112-1,444-7%$1.5M$1.6M+$154.7K2026-11-03
Simplicity Wealth,LLC
INCREASED18,43512,809+5,626+44%$966.5K$1.6M+$652.2K2026-10-23
Americana Partners, LLC
DECREASED18,12819,002-874-5%$1.4M$1.6M+$157.9K2026-10-28
Marathon Capital Management
DECREASED18,09318,181-880%$1.4M$1.6M+$216.8K2026-10-23
Keating Investment Counselors Inc
UNCHANGED18,08318,08300%$1.4M$1.6M+$223.3K2026-10-14
Guyasuta Investment Advisors Inc
UNCHANGED17,41517,41500%$1.3M$1.5M+$215.1K2026-10-15
Allegheny Financial Group
UNCHANGED17,27317,27300%$1.3M$1.5M+$213.3K2026-11-05
AlphaCore Capital LLC
INCREASED17,0952,965+14,130+477%$223.7K$1.5M+$1.3M2026-11-04
Compound Planning, Inc.
INCREASED17,0907,210+9,880+137%$544.0K$1.5M+$956.5K2026-11-05
SFG Wealth Management, Llc.
DECREASED17,01321,770-4,757-22%$1.6M$1.5M-$148.8K2026-10-23
Sterling Capital Management LLC
UNCHANGED16,99316,99300%$1.3M$1.5M+$209.9K2026-10-22
Mirae Asset Global Investments Co., Ltd.
INCREASED16,90016,800+100+1%$1.3M$1.5M+$216.3K2026-11-03
Meridian Investment Counsel Inc.
INCREASED16,89416,094+800+5%$1.2M$1.5M+$269.0K2026-10-14
MSH Capital Advisors LLC
UNCHANGED16,87516,87500%$1.3M$1.5M+$208.4K2026-11-03
Everest Financial Group LLC
NEW16,745—+16,745——$1.5M—2026-11-06
Union Bancaire Privee, UBP SA
INCREASED16,64716,013+634+4%$1.2M$1.4M+$254.4K2026-11-04
Maltin Wealth Management, Inc.
INCREASED16,62216,345+277+2%$1.2M$1.5M+$226.2K2026-10-13
Verity Asset Management, Inc.
INCREASED16,46216,366+96+1%$1.2M$1.4M+$210.5K2026-10-30
Lionsbridge Wealth Management LLC
DECREASED16,43517,913-1,478-8%$1.4M$1.4M+$91.5K2026-10-26
Pettinga Financial Advisors LLC
DECREASED16,34016,615-275-2%$1.3M$1.4M+$181.1K2026-10-13
Patriot Financial Group Insurance Agency, LLC
DECREASED16,27016,298-280%$1.2M$1.4M+$198.8K2026-10-14
HUB Investment Partners, LLC
INCREASED16,18815,412+776+5%$1.2M$1.4M+$258.5K2026-11-03
Hennion & Walsh Asset Management, Inc.
DECREASED15,63821,667-6,029-28%$1.6M$1.4M-$261.8K2026-10-13
Crusonia Wealth Advisors LLC
DECREASED15,62815,867-239-2%$1.2M$1.4M+$175.0K2026-10-26
Wedmont Private Capital
UNCHANGED15,57415,57400%$1.2M$1.4M+$174.3K2026-10-09
Carl P. Sherr & Co., LLC
DECREASED15,50020,000-4,500-22%$1.5M$1.4M-$148.1K2026-11-06
Virginia Estate & Retirement Planning Advisors Inc.
INCREASED15,48310,580+4,903+46%$798.6K$1.4M+$563.4K2026-10-14
Belvedere Trading LLC
DECREASED15,23918,835-3,596-19%$1.4M$1.3M-$83.1K2026-11-05
Argyle Capital Partners, LLC
INCREASED15,16214,445+717+5%$1.1M$1.3M+$241.3K2026-10-23
Advisor Resource Council
INCREASED15,1474,001+11,146+279%$314.6K$1.3M+$1.0M2026-11-05
Duff & Phelps Investment Management Co
INCREASED14,98010,180+4,800+47%$768.1K$1.3M+$547.2K2026-11-06
Schneider Downs Wealth Management Advisors, LP
DECREASED14,64515,320-675-4%$1.2M$1.3M+$129.9K2026-10-27
Jnba Financial Advisors
UNCHANGED14,53914,53900%$1.1M$1.3M+$179.6K2026-11-03
AdvisorNet Financial, Inc
INCREASED14,27713,464+813+6%$1.0M$1.2M+$174.8K2026-10-15
Vise Technologies, Inc.
INCREASED14,23913,514+725+5%$1.0M$1.3M+$230.5K2026-10-29
Seneca Financial Advisors LLC
UNCHANGED14,20914,20900%$1.1M$1.2M+$175.5K2026-10-28
Cadent Capital Advisors, LLC
NEW14,192—+14,192——$1.2M—2026-10-09
GenTrust, LLC
INCREASED14,11712,772+1,345+11%$963.6K$1.2M+$275.8K2026-11-06
Atria Investments, Inc
INCREASED14,1156,678+7,437+111%$503.9K$1.2M+$735.4K2026-10-15
Phraction Management LLC
UNCHANGED13,77013,77000%$1.0M$1.2M+$170.1K2026-10-14
Formidable Asset Management, LLC
UNCHANGED13,74813,74800%$1.3M$1.0M-$224.4K2026-11-03
Chemistry Wealth Management LLC
INCREASED13,72113,663+58+0%$1.0M$1.2M+$173.8K2026-10-16
Deutsche Bank Ag\
UNCHANGED13,62213,62200%$1.0M$1.2M+$168.2K2026-11-06
Capital Investment Advisors, LLC
DECREASED13,45215,132-1,680-11%$1.1M$1.2M+$39.4K2026-10-22
Mccarter Private Wealth Services LLC
DECREASED13,45113,884-433-3%$1.0M$1.2M+$133.5K2026-10-22
Intesa Sanpaolo Wealth Management
UNCHANGED13,42513,42500%$1.0M$1.2M+$165.8K2026-10-28
ARS Wealth Advisors Group, LLC
INCREASED13,1659,037+4,128+46%$681.8K$1.2M+$474.0K2026-10-16
Bank of New York Mellon Corp
DECREASED12,99630,816-17,820-58%$2.3M$1.1M-$1.2M2026-11-05
Oakmont Investment Advisors, Inc.
UNCHANGED12,97212,97200%$978.7K$1.1M+$160.2K2026-10-21
Clear Creek Financial Management, LLC
DECREASED12,97015,791-2,821-18%$1.2M$1.1M-$52.7K2026-10-28
Lexington Hill Partners, LLC
UNCHANGED12,95012,95000%$977.1K$1.1M+$159.9K2026-10-13
Mezzasalma Advisors, LLC
DECREASED12,78513,680-895-7%$1.0M$1.1M+$90.3K2026-10-14
Synergy Asset Management, LLC
INCREASED12,68810,875+1,813+17%$820.5K$1.1M+$293.5K2026-11-05
Fortis Group Advisors, LLC
DECREASED12,45531,431-18,976-60%$2.4M$960.1K-$1.4M2026-11-06
Plancorp, LLC
DECREASED12,43113,086-655-5%$960.1K$958.3K-$1.8K2026-11-03
Citizens Financial Group Inc
INCREASED12,15511,160+995+9%$842.0K$1.1M+$225.2K2026-10-23
US Bancorp \de\
INCREASED12,13012,025+105+1%$907.3K$1.1M+$157.7K2026-11-05
Southland Equity Partners LLC
NEW12,006—+12,006——$1.1M—2026-10-14
4Wealth Advisors, Inc.
DECREASED11,75613,250-1,494-11%$1.0M$1.0M+$44.4K2026-10-13
Wespac Advisors SoCal, LLC
INCREASED11,67511,095+580+5%$837.1K$1.0M+$187.9K2026-10-13
Euro Pacific Asset Management, LLC
UNCHANGED11,65511,65500%$337$1.0M+$1.0M2026-11-03
Angeles Wealth Management, LLC
INCREASED11,4509,500+1,950+21%$716.8K$1.0M+$288.5K2026-10-26
Autumn Glory Partners, LLC
UNCHANGED11,25211,25200%$849.0K$987.9K+$139.0K2026-10-26
Carnegie Lake Advisors LLC
DECREASED11,15011,500-350-3%$867.7K$979.0K+$111.3K2026-11-06
Northbridge Financial Group, LLC
DECREASED11,14512,736-1,591-12%$961.0K$983.3K+$22.3K2026-11-05
D.B. Root & Company, LLC
INCREASED10,72110,024+697+7%$756.3K$941.3K+$185.0K2026-11-04
Werba Rubin Papier Wealth Management
INCREASED10,66710,300+367+4%$777.1K$936.6K+$159.4K2026-11-06
GK Wealth Management LLC
DECREASED10,63011,820-1,190-10%$891.8K$933.3K+$41.5K2026-10-09
Solstein Capital, LLC
UNCHANGED10,52010,52000%$793.7K$923.7K+$129.9K2026-11-02
Corecam Pte. Ltd.
DECREASED10,46012,310-1,850-15%$928.8K$918.4K-$10.4K2026-10-23
Courage Miller Partners, LLC
NEW10,450—+10,450——$917.5K—2026-10-21
Gainplan LLC
INCREASED10,2718,372+1,899+23%$631.7K$901.8K+$270.1K2026-10-09
Axiom Investment Management LLC
DECREASED10,10910,184-75-1%$768.3K$887.5K+$119.2K2026-11-03
Gilpin Wealth Management, LLC
INCREASED10,0858,045+2,040+25%$607.0K$885.5K+$278.5K2026-10-09
Fulcrum Asset Management LLP
NEW10,000—+10,000——$890.7K—2026-11-04
CoreCap Advisors, LLC
INCREASED9,7888,897+891+10%$671.3K$859.4K+$188.1K2026-10-08
S.A. Mason LLC
INCREASED9,7685,065+4,703+93%$382.2K$857.6K+$475.5K2026-10-13
Visionary Wealth Advisors
DECREASED9,70113,821-4,120-30%$1.0M$851.8K-$191.0K2026-11-04
Blue Trust, Inc.
DECREASED9,67710,719-1,042-10%$808.7K$849.7K+$40.9K2026-10-15
Harmony Asset Management LLC
INCREASED9,4419,290+151+2%$700.9K$828.9K+$128.0K2026-10-20
McAlvany Wealth Management LLC
INCREASED9,4368,325+1,111+13%$628.1K$828.5K+$200.4K2026-10-29
HB Wealth Management, LLC
INCREASED9,3737,098+2,275+32%$535.6K$822.9K+$287.4K2026-10-23
CWC Advisors, Llc.
INCREASED9,2668,407+859+10%$634.3K$813.6K+$179.2K2026-10-15
Cornerstone Wealth Management, LLC
DECREASED9,25514,330-5,075-35%$1.1M$812.6K-$268.6K2026-11-04
Columbus Macro, LLC
UNCHANGED9,2219,22100%$695.8K$809.6K+$113.9K2026-10-14
PKS Advisory Services, LLC
UNCHANGED9,1119,11100%$687.5K$687.5K$02026-10-26
Savior LLC
NEW9,098—+9,098——$798.8K—2026-10-13
HBW Advisory Services LLC
DECREASED8,98110,184-1,203-12%$768.4K$788.5K+$20.1K2026-10-15
Seelaus Asset Management LLC
DECREASED8,9209,339-419-4%$704.6K$783.2K+$78.5K2026-10-14
Altfest L J & Co Inc
DECREASED8,8099,009-200-2%$679.7K$773.4K+$93.7K2026-10-27
Choreo, LLC
INCREASED8,7378,098+639+8%$611.0K$767.1K+$156.1K2026-10-28
AlphaStar Capital Management, LLC
DECREASED8,6049,019-415-5%$680.5K$755.4K+$74.9K2026-10-16
Lanark Financial, Inc.
DECREASED8,5868,590-40%$648.2K$753.8K+$105.7K2026-10-26
Darden Wealth Group Inc
INCREASED8,5783,944+4,634+117%$297.6K$753.2K+$455.7K2026-11-06
SS&H Financial Advisors, Inc.
UNCHANGED8,5008,50000%$641.0K$746-$640.3K2026-10-28
Stack Financial Management, Inc
DECREASED8,4228,445-230%$637.2K$739.5K+$102.3K2026-11-02
Moody Lynn Lieberson & Walker, LLC
DECREASED8,4008,700-300-3%$656.4K$737.5K+$81.1K2026-10-14
Confluence Wealth Services, Inc.
DECREASED8,3839,430-1,047-11%$711.5K$736.0K+$24.5K2026-11-05
Radnor Capital Management, LLC
UNCHANGED8,3708,37000%$631.5K$734.9K+$103.4K2026-10-23
Miller Financial Services LLC
INCREASED8,3528,207+145+2%$619.2K$733.3K+$114.1K2026-10-20
White Lighthouse Investment Management Inc.
DECREASED8,3178,976-659-7%$677.2K$730.2K+$53.0K2026-10-21
Portfolio Strategies, Inc.
DECREASED8,1878,789-602-7%$663.1K$718.8K+$55.7K2026-11-06
Stableford Capital II LLC
UNCHANGED8,1468,14600%$614.6K$715.2K+$100.6K2026-10-09
OpenArc Corporate Advisory, LLC
INCREASED8,1126,720+1,392+21%$507.1K$712.3K+$205.2K2026-10-21
Sunbeam Capital Management, LLC
DECREASED8,0678,500-433-5%$641.3K$708.3K+$67.0K2026-11-05
Roman Butler Fullerton & Co
NEW8,056—+8,056——$696.7K—2026-10-27
Vanguard Capital Wealth Advisors
DECREASED7,9009,900-2,000-20%$747.0K$693.6K-$53.3K2026-10-16
JBGlobal.com LLC
DECREASED7,8737,893-200%$595.5K$691.2K+$95.7K2026-10-13
National Wealth Management Group, LLC
DECREASED7,8257,951-126-2%$599.9K$687.1K+$87.2K2026-10-26
Centennial Wealth Advisory LLC
DECREASED7,7477,903-156-2%$596.3K$680.2K+$83.9K2026-10-16
Flagship Harbor Advisors, LLC
DECREASED7,7207,770-50-1%$586.2K$677.8K+$91.6K2026-10-26
Parkway Wealth Management Group, LLC
UNCHANGED7,7067,70600%$581.4K$676.6K+$95.2K2026-10-20
Hara Capital LLC
INCREASED7,6376,857+780+11%$517.4K$670.5K+$153.2K2026-10-30
Verus Capital Partners, LLC
INCREASED7,5624,658+2,904+62%$351.4K$663.9K+$312.5K2026-11-03
Northwest Wealth Management, LLC
UNCHANGED7,5587,55800%$570.3K$663.6K+$93.3K2026-10-30
Ironsides Asset Advisors, LLC
DECREASED7,5057,530-250%$568.2K$659.0K+$90.8K2026-10-20
Ballew Advisors, Inc
INCREASED7,5037,340+163+2%$575.7K$658.7K+$82.9K2026-10-05
Flagstar Securities, Inc
UNCHANGED7,4047,40400%$558.6K$650.1K+$91.4K2026-10-15
Viewpoint Investment Partners Corp
DECREASED7,2457,985-740-9%$602.0K$636.1K+$34.1K2026-10-26
Wilmington Savings Fund Society, FSB
UNCHANGED7,1707,17000%$541.0K$629.5K+$88.5K2026-10-23
Park Avenue Securities LLC
INCREASED7,1516,262+889+14%$472.0K$628-$471.4K2026-10-26
B. Riley Wealth Advisors, Inc.
DECREASED7,09913,922-6,823-49%$1.1M$623.3K-$430.3K2026-10-13
Moody Aldrich Partners LLC
NEW7,058—+7,058——$619.7K—2026-10-27
Nova Financial LLC
NEW7,055—+7,055——$619.4K—2026-11-04
CWA Asset Management Group, LLC
INCREASED7,0276,894+133+2%$520.2K$617.0K+$96.8K2026-10-19
Clientfirst Wealth Management, LLC
UNCHANGED7,0007,00000%$528.2K$614.6K+$86.5K2026-11-04
Stirlingshire Investments, Inc.
INCREASED6,9875,939+1,048+18%$448.1K$613.4K+$165.4K2026-11-05
Brighton Jones LLC
INCREASED6,9636,172+791+13%$465.7K$611.3K+$145.6K2026-11-03
Prime Capital Investment Advisors, LLC
INCREASED6,9626,747+215+3%$509.1K$611.3K+$102.2K2026-10-20
Simon Quick Advisors, LLC
DECREASED6,9527,452-500-7%$562.3K$610.4K+$48.1K2026-10-26
Onyx Bridge Wealth Group LLC
INCREASED6,8636,713+150+2%$506.5K$602.6K+$96.1K2026-10-16
CMG Global Holdings, LLC
UNCHANGED6,8256,82500%$514.9K$599.2K+$84.3K2026-10-14
Schaper Benz & Wise Investment Counsel Inc
UNCHANGED6,8156,81500%$514.2K$598.4K+$84.2K2026-10-09
Bright Futures Wealth Management, Llc.
NEW6,804—+6,804——$597.4K—2026-10-23
American Financial & TAX Strategies Inc
UNCHANGED6,7966,79600%$512.8K$596.7K+$83.9K2026-10-16
Baker Tilly Wealth Management, LLC
UNCHANGED6,7926,79200%$512.5K$596.3K+$83.9K2026-10-05
Larson Financial Group LLC
DECREASED6,7607,219-459-6%$544.7K$593.5K+$48.9K2026-11-05
Fifth Third Securities, Inc.
DECREASED6,70511,473-4,768-42%$865.6K$588.7K-$276.9K2026-10-21
Cooper Financial Group
DECREASED6,70411,214-4,510-40%$846.1K$588.6K-$257.4K2026-10-07
Regions Financial Corp
DECREASED6,6707,896-1,226-16%$595.8K$585.6K-$10.1K2026-11-05
Apella Capital, LLC
INCREASED6,6606,432+228+4%$487.3K$569.2K+$81.9K2026-10-08
Lunt Capital Management, Inc.
INCREASED6,5456,457+88+1%$487.2K$574.7K+$87.5K2026-10-30
Sunpointe, LLC
NEW6,464—+6,464——$567.6K—2026-10-22
Harbor Investment Advisory, LLC
DECREASED6,4189,041-2,623-29%$682.1K$563.5K-$118.6K2026-10-13
Edge Wealth Management LLC
DECREASED6,4096,484-75-1%$489.2K$565.0K+$75.7K2026-10-13
Redhawk Wealth Advisors, Inc.
DECREASED6,4007,862-1,462-19%$593.2K$561.9K-$31.3K2026-10-14
Revisor Wealth Management LLC
INCREASED6,2735,390+883+16%$406.6K$550.5K+$143.9K2026-10-20
MFA Wealth Services
DECREASED6,2736,612-339-5%$498.8K$550.8K+$51.9K2026-10-14
Successful Portfolios LLC
UNCHANGED6,1666,16600%$466.5K$539.5K+$73.0K2026-10-09
Perigon Wealth Management, LLC
INCREASED6,1585,823+335+6%$439.3K$540.6K+$101.3K2026-10-22
Sheets Smith Wealth Management
DECREASED6,07313,214-7,141-54%$997.0K$533.2K-$463.7K2026-10-16
Taylor & Morgan Wealth Management, LLC
UNCHANGED6,0186,01800%$454.1K$528.4K+$74.3K2026-10-09
Beese Fulmer Investment Management, Inc.
INCREASED5,8995,674+225+4%$428.1K$517.9K+$89.8K2026-10-23
Rockland Trust Co
DECREASED5,8686,078-210-3%$458.6K$515.2K+$56.6K2026-10-05
Castleview Partners, LLC
INCREASED5,8155,429+386+7%$409.6K$510.6K+$100.9K2026-10-09
Ulrich Consultants & Investment Group, LLC
NEW5,750—+5,750——$504.9K—2026-10-13
Shrier Wealth Management, LLC
UNCHANGED5,7355,73500%$432.7K$503.6K+$70.8K2026-10-20
Modera Wealth Management, LLC
UNCHANGED5,7225,72200%$431.8K$502.4K+$70.7K2026-10-28
First City Capital Management, Inc.
DECREASED5,7076,207-500-8%$468.3K$501.1K+$32.8K2026-10-27
Independent Wealth Advisors LLC
DECREASED5,7066,099-393-6%$460.1K$500.9K+$40.8K2026-10-27
Clear Harbor Asset Management, LLC
UNCHANGED5,7005,70000%$430.1K$500.5K+$70.4K2026-11-05
Inspirion Wealth Advisors, LLC
INCREASED5,5955,549+46+1%$416.6K$491.2K+$74.7K2026-10-09
Cypress Capital Group
NEW5,575—+5,575——$489.5K—2026-11-03
Geneva Partners, LLC
INCREASED5,5565,540+16+0%$418.0K$487.8K+$69.8K2026-10-26
Chung Wu Investment Group, LLC
NEW5,460—+5,460——$479.4K—2026-11-03
Howland Capital Management LLC
UNCHANGED5,4465,44600%$410.9K$478.1K+$67.3K2026-10-22
North Forty Two & Co.
DECREASED5,4005,450-50-1%$411.2K$474.1K+$62.9K2026-10-19
Fund Evaluation Group, LLC
UNCHANGED5,3655,36500%$404.8K$471.0K+$66.3K2026-11-05
J.Safra Asset Management Corp
UNCHANGED5,3655,36500%$404.8K$471.0K+$66.3K2026-11-03
Kavar Capital Partners Group, LLC
UNCHANGED5,3495,34900%$403.6K$469.6K+$66.1K2026-11-06
M Holdings Securities, Inc.
NEW5,226—+5,226——$417—2026-11-03
XML Financial, LLC
INCREASED5,1955,095+100+2%$384.4K$456.1K+$71.7K2026-10-29
Capital Investment Advisory Services, LLC
INCREASED5,1854,397+788+18%$331.8K$455.2K+$123.5K2026-10-30
Jeppson Wealth Management, LLC
DECREASED5,1245,724-600-10%$431.9K$449.9K+$18.0K2026-10-20
City Holding Co
UNCHANGED5,1005,10000%$384.8K$447.8K+$63.0K2026-10-19
Avidian Wealth Enterprises, LLC
DECREASED5,0495,278-229-4%$398.2K$443.3K+$45.1K2026-10-08
Focus Financial Network, Inc.
DECREASED5,0375,350-313-6%$403.7K$442.3K+$38.6K2026-10-14
Cathy Pareto & Associates, Inc
INCREASED5,0304,799+231+5%$362.1K$441.6K+$79.5K2026-10-15
Rose Capital Advisors LLC
NEW5,009—+5,009——$439.9K—2026-11-04
Wesbanco Bank Inc
DECREASED5,0017,557-2,556-34%$570.2K$439.1K-$131.1K2026-11-04
CVS Health Corp
NEW5,000—+5,000——$439.0K—2026-11-05
Sculati Wealth Management, LLC
UNCHANGED5,0005,00000%$356.6K$442.7K+$86.1K2026-10-19
Security National Bank
INCREASED4,9654,781+184+4%$360.7K$435.9K+$75.2K2026-10-26
Veracity Capital LLC
INCREASED4,9534,934+19+0%$372.3K$434.9K+$62.6K2026-10-08
Badgley Phelps Wealth Managers, LLC
NEW4,947—+4,947——$434.3K—2026-10-22
TrustWell Financial Advisors, LLC
UNCHANGED4,9244,92400%$371.5K$432.4K+$60.8K2026-10-15
LifeGoal Investments, LLC
UNCHANGED4,9174,91700%$371.0K$431.7K+$60.7K2026-10-09
Whalen Wealth Management Inc.
NEW4,911—+4,911——$431.2K—2026-10-08
Westside Investment Management, Inc.
INCREASED4,8843,319+1,565+47%$250.5K$428.9K+$178.4K2026-11-02
Fourpath Capital Management, LLC
DECREASED4,83673,911-69,075-93%$5.6M$424.6K-$5.2M2026-10-19
American Institute for Advanced Investment Management, LLP
UNCHANGED4,7854,78500%$361.0K$420.1K+$59.1K2026-11-03
Elm3 Financial Group, LLC
NEW4,782—+4,782——$419.9K—2026-10-07
Certuity, LLC
NEW4,715—+4,715——$414.0K—2026-11-02
Cordgrass Capital Advisors, LLC
INCREASED4,6884,602+86+2%$347.2K$411.6K+$64.4K2026-10-30
Hazlett, Burt & Watson, Inc.
INCREASED4,65618+4,638+25767%$1$409+$4082026-11-04
Signaturefd, LLC
DECREASED4,6404,710-70-1%$355.3K$407.4K+$52.0K2026-10-23
Dynamic Advisor Solutions LLC
UNCHANGED4,6354,63500%$349.7K$407.0K+$57.2K2026-10-13
SFI Advisors, LLC
NEW4,594—+4,594——$403.4K—2026-10-30
Providence First Trust Co
NEW4,578—+4,578——$401.9K—2026-11-02
Sovran Advisors, LLC
DECREASED4,5284,829-301-6%$355.3K$368.3K+$13.0K2026-11-02
Howard Financial Services, Ltd.
DECREASED4,5204,600-80-2%$347.0K$396.8K+$49.8K2026-10-15
StoneX Group Inc.
DECREASED4,45642,283-37,827-89%$3.4M$391.2K-$3.0M2026-11-03
Quartz Partners, LLC
NEW4,422—+4,422——$388.2K—2026-11-03
Willner & Heller, LLC
DECREASED4,3694,474-105-2%$337.6K$383.6K+$46.0K2026-10-28
Cushing Capital Partners, LLC
DECREASED4,3598,247-3,888-47%$622.2K$382.7K-$239.5K2026-10-20
Penobscot Investment Management Company, Inc.
UNCHANGED4,2804,28000%$322.9K$375.8K+$52.9K2026-10-26
Miramontes Capital, LLC
UNCHANGED4,2684,26800%$322.0K$374.7K+$52.7K2026-10-19
Comprehensive Financial Planning, Inc.
NEW4,238—+4,238——$372.2K—2026-10-27
Pathway Financial Advisors LLC
DECREASED4,2294,329-100-2%$339.5K$371.3K+$31.8K2026-10-07
Grantvest Financial Group LLC
UNCHANGED4,1874,18700%$315.9K$367.6K+$51.7K2026-10-21
Well Done, LLC
DECREASED4,1735,224-1,051-20%$394.2K$366.4K-$27.8K2026-10-20
Bath Savings Trust Co
UNCHANGED4,1504,15000%$313.1K$364.4K+$51.3K2026-10-07
Annex Advisory Services, LLC
DECREASED4,1434,287-144-3%$323.4K$363.8K+$40.3K2026-10-16
Retirement Planning Group, LLC
UNCHANGED4,1344,13400%$311.9K$363.0K+$51.1K2026-10-19
BNC Wealth Management, LLC
UNCHANGED4,0954,09500%$309.0K$359.5K+$50.6K2026-10-19
Cornerstone Advisory, LLC
UNCHANGED4,0204,02000%$303.3K$353.0K+$49.6K2026-11-06
Clear Point Advisors Inc.
INCREASED4,0023,702+300+8%$279.3K$351.4K+$72.1K2026-10-30
Turtle Creek Wealth Advisors, LLC
DECREASED4,0005,000-1,000-20%$377.3K$351.2K-$26.1K2026-10-15
Gruss & Co., LLC
UNCHANGED4,0004,00000%$301.8K$351.2K+$49.4K2026-11-02
Atlas Brown,Inc.
UNCHANGED4,0004,00000%$301.8K$351.2K+$49.4K2026-10-09
Twelve Points Wealth Management LLC
INCREASED3,9893,589+400+11%$270.8K$307.5K+$36.7K2026-11-03
LexAurum Advisors, LLC
INCREASED3,9513,856+95+2%$291.0K$346.9K+$56.0K2026-10-19
HCR Wealth Advisors
UNCHANGED3,9483,94800%$297.9K$346.6K+$48.8K2026-10-15
Heartwood Wealth Advisors LLC
UNCHANGED3,9093,90900%$294.9K$343.2K+$48.3K2026-10-05
Opal Wealth Advisors, LLC
UNCHANGED3,8733,87300%$292.2K$340.1K+$47.8K2026-10-16
Waycross Investment Management Co
DECREASED3,8487,047-3,199-45%$531.7K$337.9K-$193.8K2026-10-14
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED3,8363,781+55+1%$285.3K$336.9K+$51.6K2026-10-14
Cora Capital Advisors LLC
UNCHANGED3,7853,78500%$285.6K$332.3K+$46.7K2026-11-02
Rakuten Securities, Inc.
INCREASED3,7661,254+2,512+200%$94.6K$330.7K+$236.0K2026-11-02
Inscription Capital, LLC
DECREASED3,7474,647-900-19%$350.6K$329.0K-$21.6K2026-11-02
Savant Capital, LLC
DECREASED3,7074,879-1,172-24%$407.3K$325.4K-$81.9K2026-11-06
Daiwa Securities Group Inc.
DECREASED3,7009,700-6,000-62%$731.9K$324.9K-$407.0K2026-10-29
MCF Advisors LLC
UNCHANGED3,6903,69000%$278.4K$324.0K+$45.6K2026-10-28
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED3,6863,705-19-1%$279.5K$323.6K+$44.1K2026-10-27
Lincoln Capital LLC
UNCHANGED3,6863,68600%$278.1K$323.6K+$45.5K2026-10-09
Midwest Trust Co
NEW3,652—+3,652——$320.6K—2026-10-22
Clean Yield Group
DECREASED3,6374,430-793-18%$334.2K$319.3K-$14.9K2026-10-28
Arcataur Capital Management LLC
UNCHANGED3,6233,62300%$273.4K$318.1K+$44.7K2026-10-21
Boyum Wealth Architects LLC
DECREASED3,6215,512-1,891-34%$404.4K$317.9K-$86.6K2026-10-06
Global Trust Asset Management, LLC
INCREASED3,6003,000+600+20%$226.4K$316.1K+$89.7K2026-10-19
Private Trust Co NA
INCREASED3,5963,245+351+11%$244.8K$315.7K+$70.9K2026-10-20
Visionary Horizons, LLC
UNCHANGED3,5953,59500%$271.2K$315.6K+$44.4K2026-10-22
Mission Wealth Management, LP
DECREASED3,5795,479-1,900-35%$413.4K$314.2K-$99.2K2026-10-15
Journey Advisory Group, LLC
INCREASED3,5773,575+2+0%$269.7K$314.1K+$44.3K2026-11-04
Fisher Asset Management, LLC
INCREASED3,5533,364+189+6%$253.9K$312.0K+$58.1K2026-11-06
Fiduciary Alliance LLC
DECREASED3,5363,788-252-7%$285.8K$310.4K+$24.7K2026-10-13
Mascagni Wealth Management, Inc.
DECREASED3,5303,540-100%$267.1K$309.9K+$42.8K2026-10-23
Helium Advisors LLC
UNCHANGED3,5243,52400%$265.9K$309.4K+$43.5K2026-10-23
Investment Management Associates Inc
UNCHANGED3,5003,50000%$264.1K$307.3K+$43.2K2026-10-29
KG Capital Management
DECREASED3,4873,852-365-9%$290.6K$306.2K+$15.5K2026-10-15
Integrity Advisory Solutions, LLC
NEW3,486—+3,486——$306.1K—2026-10-29
Fearless Solutions, LLC dba Best Invest
DECREASED3,4513,551-100-3%$267.9K$303.0K+$35.1K2026-10-14
Aspect Partners, LLC
INCREASED3,4483,344+104+3%$252.3K$302.7K+$50.4K2026-10-20
CX Institutional
INCREASED3,4441,209+2,235+185%$91$302+$2112026-10-02
CPR Investments Inc.
NEW3,432—+3,432——$301.4K—2026-10-26
RM Financial Services, LLC
UNCHANGED3,4203,42000%$258.0K$300.3K+$42.2K2026-11-03
Global Assets Advisory, LLC
DECREASED3,3513,440-89-3%$262.2K$293.3K+$31.1K2026-10-28
Quantum Financial Partners LLC
NEW3,345—+3,345——$293.7K—2026-10-19
Ridgepath Capital Management LLC
UNCHANGED3,3243,32400%$250.8K$291.9K+$41.1K2026-10-29
Welch Group, LLC
DECREASED3,2953,585-290-8%$270.5K$289.3K+$18.8K2026-10-29
Rinkey Investments
NEW3,290—+3,290——$288.9K—2026-10-28
Able Financial Group, LLC
NEW3,283—+3,283——$288.2K—2026-10-14
Founders Financial Securities LLC
DECREASED3,2563,724-468-13%$281.0K$285.9K+$4.9K2026-10-28
55 North Private Wealth, LLC
UNCHANGED3,2373,23700%$244.2K$284.2K+$40.0K2026-10-20
Worth Asset Management, LLC
NEW3,219—+3,219——$282.6K—2026-10-07
Morling Financial Advisors, LLC
UNCHANGED3,2093,20900%$242.1K$281.7K+$39.6K2026-10-28
Quattro Financial Advisors LLC
DECREASED3,20021,069-17,869-85%$1.6M$281.0K-$1.3M2026-10-15
Joseph P. Lucia & Associates, LLC
DECREASED3,1903,252-62-2%$245.4K$280.1K+$34.7K2026-10-30
World Equity Group, Inc.
DECREASED3,1683,417-249-7%$257.8K$278.2K+$20.3K2026-10-14
Alchemi Wealth, LLC
DECREASED3,1333,312-179-5%$249.9K$275.1K+$25.2K2026-11-04
Arbor Investment Advisors, LLC
DECREASED3,1263,726-600-16%$281.1K$274.5K-$6.7K2026-10-26
International Assets Investment Management, LLC
INCREASED3,1092,845+264+9%$213.6K$269.7K+$56.1K2026-11-02
NorthCrest Asset Manangement, LLC
UNCHANGED3,0573,05700%$231.7K$265.1K+$33.4K2026-10-13
Pinnacle Associates LTD
DECREASED3,0373,750-713-19%$282.9K$266.6K-$16.3K2026-10-20
Wespac Advisors, LLC
DECREASED3,0243,056-32-1%$230.6K$265.5K+$34.9K2026-10-26
Rossby Financial, LCC
DECREASED3,0203,095-75-2%$233.5K$265.2K+$31.6K2026-11-05
IPG Investment Advisors LLC
DECREASED3,0114,031-1,020-25%$304.1K$264.4K-$39.8K2026-10-30
Integris Wealth Management, LLC
NEW3,000—+3,000——$263.4K—2026-10-14
Cottage Street Advisors LLC
NEW3,000—+3,000——$263.4K—2026-10-19
Montag A & Associates Inc
DECREASED3,0005,700-2,700-47%$430.1K$263.4K-$166.7K2026-10-29
Mitsubishi UFJ Asset Management (UK) Ltd.
DECREASED3,0005,000-2,000-40%$377.0K$263-$376.7K2026-10-22
Valmark Advisers, Inc.
NEW2,957—+2,957——$259.6K—2026-11-06
Sentry LLC
UNCHANGED2,9542,95400%$222.9K$259.4K+$36.5K2026-10-30
Avior Wealth Management, LLC
UNCHANGED2,9492,94900%$222.5K$258.9K+$36.4K2026-10-13
LifeWealth Investments, LLC
UNCHANGED2,9152,91500%$219.9K$255.9K+$36.0K2026-10-21
apricus wealth, LLC
NEW2,900—+2,900——$254.6K—2026-10-26
Pacifica Partners Inc.
UNCHANGED2,8952,89500%$227.0K$251.1K+$24.1K2026-10-09
KWB Wealth
INCREASED2,8862,880+6+0%$217.3K$253.4K+$36.1K2026-10-16
Bedel Financial Consulting, Inc.
UNCHANGED2,8762,87600%$217.0K$252.5K+$35.5K2026-11-06
Verdence Capital Advisors LLC
UNCHANGED2,8582,85800%$215.7K$251.0K+$35.3K2026-10-26
Trek Financial, LLC
UNCHANGED2,8472,84700%$214.8K$250.0K+$35.2K2026-10-29
Almanack Investment Partners, Llc.
UNCHANGED2,8302,83000%$213.5K$248.5K+$35.0K2026-11-03
Essex Bank
NEW2,792—+2,792——$245.1K—2026-10-16
Odyssey Capital Advisors, Inc.
INCREASED2,7422,734+8+0%$206.3K$240.7K+$34.5K2026-10-26
LaFleur & Godfrey LLC
DECREASED2,7042,826-122-4%$213.2K$237.4K+$24.2K2026-10-27
Birch Hill Investment Advisors LLC
NEW2,695—+2,695——$236.6K—2026-10-16
Joel Isaacson & Co., LLC
DECREASED2,6932,792-99-4%$210.6K$236.4K+$25.8K2026-11-05
Wealthcare Capital Partners, LLC
UNCHANGED2,6802,68000%$202.2K$235.3K+$33.1K2026-10-21
Flagship Private Wealth, LLC
DECREASED2,6743,175-501-16%$239.6K$234.8K-$4.8K2026-11-05
Stonebridge Financial Group, LLC
NEW2,647—+2,647——$232.4K—2026-10-01
Hidden Cove Wealth Management, LLC
NEW2,627—+2,627——$230.7K—2026-10-19
Soltis Investment Advisors LLC
NEW2,605—+2,605——$228.7K—2026-10-28
L.K. Benson & Company, P.C.
NEW2,562—+2,562——$225.0K—2026-10-23
Virginia Wealth Management Group, Inc.
NEW2,550—+2,550——$223.9K—2026-10-14
1900 Wealth Management LLC
NEW2,540—+2,540——$223.0K—2026-10-13
Arlington Trust Co LLC
UNCHANGED2,5202,52000%$190.1K$221.3K+$31.1K2026-10-20
Sepio Capital, LP
NEW2,504—+2,504——$219.9K—2026-10-22
IvyRock Asset Management (HK) Ltd
NEW2,500—+2,500——$219.5K—2026-11-06
Post Resch Tallon Group Inc.
NEW2,500—+2,500——$219.5K—2026-10-09
Valicenti Advisory Services Inc
NEW2,500—+2,500——$220—2026-10-23
New Hampshire Trust
NEW2,500—+2,500——$219.5K—2026-10-20
Bensler, LLC
NEW2,500—+2,500——$219.5K—2026-11-05
Salomon & Ludwin, LLC
UNCHANGED2,4922,49200%$187.1K$218.8K+$31.7K2026-10-29
Diversified Trust Co
NEW2,489—+2,489——$218.5K—2026-11-06
Accurate Wealth Management, LLC
DECREASED2,4782,770-292-11%$209.2K$216.2K+$7.0K2026-10-20
Braeburn Wealth Management LLC
NEW2,462—+2,462——$216.2K—2026-10-15
Trust Co of Vermont
DECREASED2,4492,642-193-7%$199.3K$215.0K+$15.7K2026-10-21
Old Port Advisors
DECREASED2,4472,898-451-16%$218.7K$214.8K-$3.8K2026-10-23
Peak Financial Management, Inc.
NEW2,429—+2,429——$213.3K—2026-10-16
SFM, LLC d/b/a Sweeney Financial Advisors
NEW2,423—+2,423——$212.7K—2026-10-14
Tempo Wealth, LLC
NEW2,422—+2,422——$212.7K—2026-10-14
Schear Investment Advisers, LLC
NEW2,422—+2,422——$212.7K—2026-10-14
Calamos Wealth Management LLC
NEW2,417—+2,417——$212.2K—2026-11-02
Sanchez Gaunt Capital Management, LLC
NEW2,408—+2,408——$211.4K—2026-11-03
Lederer & Associates Investment Counsel
NEW2,405—+2,405——$211—2026-10-23
Sicart Associates LLC
NEW2,405—+2,405——$210.9K—2026-10-29
Golden State Wealth Management, LLC
UNCHANGED2,3662,36600%$178.6K$207.8K+$29.2K2026-11-02
Pinion Investment Advisors, LLC
NEW2,358—+2,358——$207.0K—2026-11-04
Parkshore Wealth Management, Inc.
NEW2,346—+2,346——$206.0K—2026-10-13
Valeo Financial Advisors, LLC
DECREASED2,3363,368-1,032-31%$254.1K$205.1K-$49.0K2026-10-08
Private Wealth Group, LLC
NEW2,329—+2,329——$204.5K—2026-10-19
Daymark Wealth Partners, LLC
NEW2,305—+2,305——$202.4K—2026-11-04
United Capital Management of KS, Inc.
DECREASED2,2993,039-740-24%$229.3K$201.9K-$27.4K2026-11-04
Diligent Investors, LLC
NEW2,297—+2,297——$201.7K—2026-10-21
Equity Investment Corp
NEW2,285—+2,285——$200.6K—2026-11-04
MTM Investment Management, LLC
UNCHANGED2,2162,21600%$167.2K$194.5K+$27.4K2026-10-30
Guardian Partners Inc.
INCREASED2,2001,750+450+26%$132.0K$193.2K+$61.1K2026-10-21
Jacobi Capital Management LLC
NEW2,197—+2,197——$192.9K—2026-11-05
Stone House Investment Management, LLC
UNCHANGED2,1502,15000%$162.2K$188.8K+$26.6K2026-10-23
Transce3nd, LLC
NEW2,122—+2,122——$184.0K—2026-10-26
SJS Investment Consulting Inc.
NEW1,930—+1,930——$169.5K—2026-10-26
John A. Wolfe & Associates, Inc.
UNCHANGED1,8741,87400%$141.4K$164.6K+$23.1K2026-11-06
Ulland Investment Advisors, LLC
NEW1,852—+1,852——$163—2026-10-13
Silver Grove Financial Group, Inc.
INCREASED1,8501,750+100+6%$132.0K$162.4K+$30.4K2026-11-05
Parkside Financial Bank & Trust
DECREASED1,8472,956-1,109-38%$223.0K$162.2K-$60.9K2026-10-27
Parallel Advisors, LLC
INCREASED1,7541,354+400+30%$102.2K$154.0K+$51.8K2026-11-03
Root Financial Partners, LLC
NEW1,718—+1,718——$150.8K—2026-10-21
Friedenthal Financial
NEW1,689—+1,689——$148.3K—2026-10-27
Compass Financial Management LLC
DECREASED1,5611,776-215-12%$134.3K$137.1K+$2.7K2026-10-30
Quintet Private Bank (Europe) S.A.
UNCHANGED1,5001,50000%$113.2K$131.7K+$18.5K2026-10-08
Accordant Advisory Group Inc
DECREASED1,4771,535-58-4%$115.8K$129.7K+$13.9K2026-10-29
American National Bank & Trust
UNCHANGED1,4271,42700%$107.7K$125.3K+$17.6K2026-10-07
Caldwell Trust Co
UNCHANGED1,4251,42500%$107.5K$125.1K+$17.6K2026-10-30
Latitude Advisors, LLC
NEW1,407—+1,407——$123.5K—2026-10-27
Peoples Financial Services Corp.
UNCHANGED1,4001,40000%$105.6K$122.9K+$17.3K2026-10-20
Blue Bell Private Wealth Management, LLC
UNCHANGED1,3701,37000%$103.4K$120.3K+$16.9K2026-10-29
Mather Group, Llc.
UNCHANGED1,3661,36600%$103.1K$119.9K+$16.9K2026-10-14
Financial Management Professionals, Inc.
UNCHANGED1,2771,27700%$96.4K$112.1K+$15.8K2026-10-23
United Community Bank
INCREASED1,255500+755+151%$37.7K$110.2K+$72.5K2026-10-28
Atlantic Edge Private Wealth Management, LLC
UNCHANGED1,2301,23000%$92.8K$108.0K+$15.2K2026-10-20
EPG Wealth Management LLC
UNCHANGED1,1861,18600%$89.5K$104.2K+$14.7K2026-11-03
Bank of New Hampshire
DECREASED1,1701,500-330-22%$113.2K$102.7K-$10.4K2026-10-06
Triumph Capital Management
INCREASED1,0991,094+5+0%$82.5K$96.5K+$14.0K2026-10-14
Nfsg Corp
UNCHANGED1,0861,08600%$82.0K$95.4K+$13.4K2026-10-15
Bochk Asset Management Ltd
NEW1,000—+1,000——$87.8K—2026-10-29
Grove Bank & Trust
UNCHANGED1,0001,00000%$75.5K$87.8K+$12.4K2026-10-08
Creative Financial Designs Inc
INCREASED991869+122+14%$65.6K$87.0K+$21.4K2026-11-04
MJT & Associates Financial Advisory Group, Inc.
NEW983—+983——$86.3K—2026-10-07
Lloyd Advisory Services, Llc.
INCREASED977815+162+20%$61.5K$85.8K+$24.3K2026-11-02
Russell Investments Group, Ltd.
INCREASED919914+5+1%$69.0K$80.7K+$11.7K2026-11-06
James T. Borello RIA
UNCHANGED88688600%$66.8K$77.8K+$10.9K2026-10-16
Roxbury Financial LLC
UNCHANGED87687600%$66.1K$76.9K+$10.8K2026-10-01
Ascentis Independent Advisors
NEW827—+827——$72.9K—2026-11-03
Advocate Investing Services LLC
UNCHANGED80080000%$60.4K$70.2K+$9.9K2026-10-26
Hurley Capital, LLC
DECREASED773774-10%$58.4K$67.9K+$9.6K2026-11-05
Flagship Wealth Advisors, LLC
UNCHANGED71671600%$54.0K$62.9K+$8.8K2026-11-03
Gables Capital Management Inc.
UNCHANGED70070000%$52.8K$61.5K+$8.6K2026-11-04
Investors Research Corp
UNCHANGED69269200%$52.2K$60.8K+$8.5K2026-10-07
Register Financial Advisors LLC
UNCHANGED67967900%$51.2K$59.6K+$8.4K2026-10-23
RMG Wealth Management LLC
UNCHANGED67167100%$61.0K$54.9K-$6.2K2026-10-26
Cassaday & Co Wealth Management LLC
UNCHANGED65265200%$49.2K$57.2K+$8.1K2026-10-27
Physician Wealth Advisors, Inc.
UNCHANGED64564500%$48.7K$56.6K+$8.0K2026-10-20
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED6272,293-1,666-73%$173.0K$55.1K-$118.0K2026-10-14
Eastern Bank
UNCHANGED60860800%$45.9K$53.4K+$7.5K2026-10-05
Berbice Capital Management LLC
NEW600—+600——$52.7K—2026-10-13
DeDora Capital, Inc.
NEW533—+533——$46.8K—2026-10-26
Capital Investment Counsel, Inc
UNCHANGED50050000%$37.7K$43.9K+$6.2K2026-10-20
Decker Retirement Planning Inc.
INCREASED482415+67+16%$31.3K$42.3K+$11.0K2026-10-19
IMG Wealth Management, Inc.
NEW477—+477——$41.9K—2026-10-27
Lodestone Wealth Management LLC
UNCHANGED47547500%$35.9K$41.7K+$5.9K2026-10-14
Nvwm, LLC
DECREASED460468-8-2%$35.3K$40.4K+$5.1K2026-10-14
Meriwether Wealth & Planning, LLC
NEW450—+450——$39.5K—2026-10-13
Goodman Advisory Group, LLC
NEW440—+440——$38.6K—2026-11-02
Morton Brown Family Wealth, LLC
UNCHANGED42442400%$32.0K$37.2K+$5.2K2026-10-23
Redwood Park Advisors LLC
UNCHANGED41741700%$31.5K$36.6K+$5.1K2026-11-02
Tradewinds Capital Management, LLC
DECREASED390402-12-3%$30.3K$34.2K+$3.9K2026-10-23
IAG Wealth Partners, LLC
UNCHANGED37537500%$28.3K$32.9K+$4.6K2026-11-06
Signature Equity Partners, LLC
NEW374—+374——$32.8K—2026-10-29
GoalVest Advisory LLC
UNCHANGED35835800%$27.0K$31.4K+$4.4K2026-10-02
KFG LLC
NEW355—+355——$31.2K—2026-11-02
Clearstead Advisors, LLC
DECREASED349411-62-15%$31.0K$30.6K-$3942026-11-06
Hickory Point Bank & Trust
NEW345—+345——$30.3K—2026-10-01
Activest Wealth Management
DECREASED332986-654-66%$74.4K$29.1K-$45.3K2026-10-15
Cape Investment Advisory, Inc.
UNCHANGED33033000%$24.9K$29.0K+$4.1K2026-10-13
Eukles Asset Management
UNCHANGED32032000%$24.1K$28.1K+$4.0K2026-11-04
Markowski Investments
UNCHANGED31431400%$23.7K$27.6K+$3.9K2026-10-30
Duncker Streett & Co Inc
UNCHANGED30430400%$22.9K$26.7K+$3.8K2026-10-27
Pinnacle Bancorp, Inc.
DECREASED301489-188-38%$36.9K$26.4K-$10.5K2026-10-21
Bayban
UNCHANGED30030000%$22.6K$22.6K$02026-11-05
Quaker Wealth Management, LLC
UNCHANGED29329300%$22.1K$25.8K+$3.6K2026-10-22
Princeton Global Asset Management LLC
UNCHANGED29029000%$21.9K$25.5K+$3.6K2026-10-21
Pinnacle Wealth Planning Services, Inc.
UNCHANGED27927900%$21.1K$24.5K+$3.4K2026-10-27
Financial Consulate, Inc
UNCHANGED27827800%$21.0K$24.4K+$3.4K2026-10-23
North Star Investment Management Corp.
UNCHANGED27527500%$20.7K$24.1K+$3.4K2026-10-27
Allspring Global Investments Holdings, LLC
UNCHANGED26926900%$21.1K$23.3K+$2.2K2026-11-04
Farmers & Merchants Investments Inc
UNCHANGED26726700%$20.1K$23.4K+$3.3K2026-10-22
Center for Financial Planning, Inc.
UNCHANGED22922900%$17.3K$20.1K+$2.8K2026-10-26
Trust Co of Toledo NA
UNCHANGED22522500%$17.0K$19.8K+$2.8K2026-10-16
Evolution Wealth Management Inc.
DECREASED223362-139-38%$27.3K$19.6K-$7.7K2026-10-28
Proathlete Wealth Management LLC
NEW209—+209——$18.4K—2026-10-15
Wealth Enhancement Trust Services, Inc.
UNCHANGED20020000%$15.1K$17.6K+$2.5K2026-10-07
Sfam, LLC
UNCHANGED20020000%$15.1K$17.6K+$2.5K2026-11-03
Archer Investment Corp
UNCHANGED18318300%$13.8K$16.1K+$2.3K2026-11-05
William Mack & Associates, Inc.
NEW182—+182——$16.0K—2026-10-27
Syntax Research, Inc.
UNCHANGED18218200%$13.7K$16.0K+$2.2K2026-11-04
Mascoma Wealth Management LLC
UNCHANGED17517500%$13.2K$15.4K+$2.2K2026-10-23
Adirondack Trust Co
UNCHANGED17317300%$13.1K$15.2K+$2.1K2026-10-14
True Wealth Design, LLC
UNCHANGED17217200%$13.0K$15.1K+$2.1K2026-10-13
MV Capital Management, Inc.
NEW171—+171——$15.0K—2026-10-29
Bangor Savings Bank
INCREASED16115+146+973%$1.1K$14.1K+$13.0K2026-10-06
Highline Wealth Partners LLC
UNCHANGED16016000%$12.1K$14.0K+$2.0K2026-10-19
Laurel Wealth Advisors LLC
NEW158—+158——$13.9K—2026-10-27
Kingdom Financial Group Llc.
UNCHANGED15115100%$11.4K$13.3K+$1.9K2026-11-04
Bokf, NA
UNCHANGED15015000%$11.3K$13.2K+$1.9K2026-10-27
Godsey & Gibb, Inc
UNCHANGED11911900%$9.0K$10.4K+$1.5K2026-10-14
Balance Wealth Partners LLC
NEW118—+118——$10.4K—2026-10-27
Carota Wealth Management
NEW107—+107——$9.4K—2026-11-03
Cullen T Bankers, Inc.
INCREASED10746+61+133%$3.5K$9.4K+$5.9K2026-10-28
Hughes Financial Services, LLC
NEW103—+103——$8.4K—2026-10-30
Alpine Bank Wealth Management
NEW102—+102——$9.0K—2026-10-16
Bfsg, LLC
UNCHANGED10210200%$7.7K$9.0K+$1.3K2026-10-30
UMB Bank, n.a.
NEW100—+100——$8.8K—2026-11-06
Birch Capital Management, LLC
NEW94—+94——$8.3K—2026-10-27
Ascentis Wealth Management, LLC
NEW82—+82——$7.2K—2026-11-03
Abound Wealth Management
INCREASED7968+11+16%$5.1K$6.9K+$1.8K2026-10-26
Creative Capital Management Investments LLC
UNCHANGED757500%$5.7K$6.6K+$9262026-10-28
Financial Network Wealth Advisors LLC
UNCHANGED727200%$5.4K$6.3K+$8902026-10-28
Toth Financial Advisory Corp
UNCHANGED656500%$4.9K$5.7K+$8022026-10-08
Winch Advisory Services, LLC
UNCHANGED595900%$4.4K$5.2K+$7282026-11-06
Barrett & Company, Inc.
DECREASED5760-3-5%$4.5K$5.0K+$4782026-10-22
Reyes Financial Architecture, Inc.
UNCHANGED535300%$4.0K$4.7K+$6542026-10-22
Nemes Rush Group LLC
NEW51—+51——$4.5K—2026-11-04
Murphy & Mullick Capital Management Corp
UNCHANGED505000%$3.8K$4.4K+$6172026-11-02
Milestone Investment Advisors LLC
UNCHANGED494900%$3.7K$4.3K+$6052026-11-05
High Point Wealth Management, LLC
NEW45—+45——$4.0K—2026-11-05
Valley National Advisers Inc
INCREASED454+41+1025%$302$4.0K+$3.7K2026-10-23
Ashurst Perkins Coie Trust Co
UNCHANGED404000%$3.0K$3.5K+$4942026-10-15
Elevated Capital Advisors, LLC
NEW33—+33——$2.9K—2026-11-04
Align Financial, LLC
UNCHANGED333300%$2.5K$2.9K+$4072026-10-16
Hager Investment Management Services, LLC
DECREASED3138-7-18%$2.9K$2.7K-$1452026-11-04
DecisionPoint Financial, LLC
UNCHANGED252500%$1.9K$2.2K+$2922026-10-27
McCarley & Cook Financial Planners
UNCHANGED222200%$1.7K$1.9K+$2722026-10-21
Manchester Capital Management LLC
UNCHANGED101000%$755$878+$1232026-10-22
Sunrise Financial Services, LLC
UNCHANGED6600%$453$527+$742026-10-21
Brown, Lisle Ings, Inc.
UNCHANGED6600%$453$527+$742026-10-16
Go Invest LLC
NEW1—+1——$64—2026-10-09
Madrid Financial Services
CLOSED0158,703-158,703-100%$12.0M$0-$12.0M2026-11-03
Confluence Investment Management LLC
CLOSED070,315-70,315-100%$5.3M$0-$5.3M2026-10-01
Indivisible Partners
CLOSED039,025-39,025-100%$2.9M$0-$2.9M2026-10-26
Forte Asset Management LLC
CLOSED024,195-24,195-100%$1.8M$0-$1.8M2026-10-13
Capital Management Associates
CLOSED024,000-24,000-100%$1.8M$0-$1.8M2026-11-03
PW Nova Financial Services LLC
CLOSED013,867-13,867-100%$1.0M$0-$1.0M2026-10-15
Wellington Shields Capital Management, LLC
CLOSED011,400-11,400-100%$860.1K$0-$860.1K2026-11-03
Insight Wealth Partners, LLC
CLOSED09,859-9,859-100%$743.9K$0-$743.9K2026-10-26
Surience Private Wealth LLC
CLOSED07,542-7,542-100%$569.0K$0-$569.0K2026-10-16
Verde Servicos Internacionais S.A.
CLOSED07,500-7,500-100%$566.0K$0-$566.0K2026-10-26
Park Edge Advisors, LLC
CLOSED07,181-7,181-100%$541.8K$0-$541.8K2026-10-28
Broussard Financial Group LLC
CLOSED06,868-6,868-100%$518.2K$0-$518.2K2026-10-26
Cane Capital Partners, LLC
CLOSED05,564-5,564-100%$419.8K$0-$419.8K2026-10-23
LVW Advisors, LLC
CLOSED04,764-4,764-100%$359.4K$0-$359.4K2026-10-19
Florida Trust Wealth Management Co
CLOSED03,432-3,432-100%$258.9K$0-$258.9K2026-11-05
Convergence Financial, LLC
CLOSED03,084-3,084-100%$232.7K$0-$232.7K2026-10-27
BOS Asset Management, LLC
CLOSED03,051-3,051-100%$230.2K$0-$230.2K2026-10-09
Vestor Capital, LLC
CLOSED03,045-3,045-100%$264$0-$2642026-11-04
Dymon Asia Capital (Singapore) Pte. Ltd.
CLOSED02,900-2,900-100%$218.8K$0-$218.8K2026-11-04
Bison Wealth, LLC
CLOSED02,837-2,837-100%$223.4K$0-$223.4K2026-10-13
Demars Financial Group, LLC
CLOSED02,725-2,725-100%$205.6K$0-$205.6K2026-10-22
Summer Road LLC
CLOSED02,678-2,678-100%$202.1K$0-$202.1K2026-11-05
Cherry Tree Wealth Management, LLC
CLOSED02,330-2,330-100%$175.8K$0-$175.8K2026-10-15
G&S Capital LLC
CLOSED01,646-1,646-100%$124.2K$0-$124.2K2026-10-23
Tucker Asset Management LLC
CLOSED01,596-1,596-100%$120.4K$0-$120.4K2026-10-29
Founders Capital Management
CLOSED0735-735-100%$55.5K$0-$55.5K2026-10-13
First Command Advisory Services, Inc.
CLOSED0680-680-100%$51.3K$0-$51.3K2026-11-05
BankPlus Trust Department
CLOSED0496-496-100%$37.4K$0-$37.4K2026-11-06
Institute for Wealth Management, Llc.
CLOSED0254-254-100%$19.1K$0-$19.1K2026-11-06
Hoey Investments, Inc
CLOSED0230-230-100%$17.4K$0-$17.4K2026-10-29
Tsfg, LLC
CLOSED080-80-100%$6.0K$0-$6.0K2026-10-23
Groesbeck Investment Management Corp
CLOSED038-38-100%$3$0-$32026-10-26
Key FInancial Inc
CLOSED037-37-100%$2.8K$0-$2.8K2026-11-02
Atwood & Palmer Inc
UNCHANGED000—$36$42+$62026-10-08
Albion Financial Group
UNCHANGED000—$1$1$02026-10-21
Bank of Montreal
N/A—24,332,431-24,332,431-100%$1.8B———
Morgan Stanley
N/A—16,420,795-16,420,795-100%$1.2B———
Bank of America Corp
N/A—9,039,170-9,039,170-100%$682.0M———
UBS Group AG
N/A—8,266,445-8,266,445-100%$623.7M———
Rafferty Asset Management, LLC
N/A—6,960,342-6,960,342-100%$525.2M———
Goldman Sachs Group Inc
N/A—5,655,338-5,655,338-100%$426.7M———
Blue Sparrow, LLC
N/A—3,901,700-3,901,700-100%$294.4M———
D. E. Shaw & Co., Inc.
N/A—3,715,926-3,715,926-100%$280.4M———
Nearwater Capital Markets, Ltd
N/A—3,551,500-3,551,500-100%$268.0M———
Royal Bank of Canada
N/A—3,085,882-3,085,882-100%$232.8M———
Two Sigma Investments, LP
N/A—2,764,107-2,764,107-100%$208.6M———
Wells Fargo & Company
N/A—2,584,391-2,584,391-100%$195.0M———
Jane Street Group, LLC
N/A—2,317,941-2,317,941-100%$174.9M———
JPMorgan Chase & Co
N/A—1,988,529-1,988,529-100%$150.5M———
Susquehanna International Group, LLP
N/A—1,774,066-1,774,066-100%$133.9M———
Jain Global LLC
N/A—1,487,777-1,487,777-100%$112.3M———
Migdal Insurance & Financial Holdings Ltd.
N/A—1,480,000-1,480,000-100%$111.7M———
BNP Paribas Financial Markets
N/A—1,452,459-1,452,459-100%$109.6M———
Bank of Nova Scotia
N/A—1,427,370-1,427,370-100%$107.7M———
Renaissance Technologies LLC
N/A—1,405,199-1,405,199-100%$106.0M———
Raymond James Financial Inc
N/A—1,374,302-1,374,302-100%$103.7M———
National Bank of Canada
N/A—1,211,809-1,211,809-100%$91.4M———
GTS Securities LLC
N/A—1,076,600-1,076,600-100%$81.2M———
Stifel Financial Corp
N/A—1,052,042-1,052,042-100%$79.4M———
Toronto Dominion Bank
N/A—845,394-845,394-100%$63.8M———
Quadrature Capital Ltd
N/A—819,656-819,656-100%$61.8M———
FIL Ltd
N/A—788,936-788,936-100%$59.5M———
Rockefeller Capital Management L.P.
N/A—781,711-781,711-100%$59.0M———
Ameriprise Financial Inc
N/A—774,475-774,475-100%$58.4M———
Gemsstock Ltd.
N/A—767,100-767,100-100%$57.9M———
Cetera Investment Advisers
N/A—726,169-726,169-100%$54.8M———
LMR Partners LLP
N/A—712,777-712,777-100%$53.8M———
Cable Car Capital, LPA
N/A—688,700-688,700-100%$52.0M———
Qube Research & Technologies Ltd
N/A—658,676-658,676-100%$49.7M———
W1m Asset Management Ltd
N/A—642,480-642,480-100%$48.5M———
Federation des caisses Desjardins du Quebec
N/A—607,054-607,054-100%$45.8M———
Panview Capital Ltd
N/A—602,946-602,946-100%$45.5M———
Osaic Holdings, Inc.
N/A—575,635-575,635-100%$43.4M———
Schroder Investment Management Group
N/A—505,413-505,413-100%$38.2M———
HighTower Advisors, LLC
N/A—499,478-499,478-100%$37.7M———
Millennium Management LLC
N/A—484,424-484,424-100%$36.5M———
Tocqueville Asset Management L.P.
N/A—474,907-474,907-100%$35.8M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—468,700-468,700-100%$35.4M———
Envestnet Asset Management Inc
N/A—466,189-466,189-100%$35.2M———
Woodline Partners LP
N/A—457,015-457,015-100%$34.5M———
WS Management Lllp
N/A—432,304-432,304-100%$32.6M———
Valiant Capital Management, L.P.
N/A—425,204-425,204-100%$32.1M———
Phoenix Financial Ltd.
N/A—409,800-409,800-100%$30.9M———
Bradley Foster & Sargent Inc
N/A—388,226-388,226-100%$29.3M———
Northwestern Mutual Wealth Management Co
N/A—375,019-375,019-100%$28.3M———
Jump Financial, LLC
N/A—371,412-371,412-100%$28.0M———
Walleye Trading LLC
N/A—369,784-369,784-100%$27.9M———
Marshall Wace, LLP
N/A—335,014-335,014-100%$25.3M———
Tidal Investments LLC
N/A—330,823-330,823-100%$25.0M———
Blair William & Co
N/A—320,783-320,783-100%$24.2M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—315,738-315,738-100%$23.7M———
Point72 Asset Management, L.P.
N/A—309,450-309,450-100%$23.3M———
Citadel Advisors LLC
N/A—303,184-303,184-100%$22.9M———
Balyasny Asset Management L.P.
N/A—292,179-292,179-100%$22.0M———
Jones Financial Companies Lllp
N/A—290,439-290,439-100%$22.4M———
Capitolis Liquid Global Markets LLC
N/A—280,000-280,000-100%$21.1M———
Evelyn Partners Group Ltd
N/A—264,210-264,210-100%$20.1M———
Susquehanna Advisors Group, Inc.
N/A—254,300-254,300-100%$19.2M———
Janney Montgomery Scott LLC
N/A—247,531-247,531-100%$18.7M———
Shufro Rose & Co LLC
N/A—240,755-240,755-100%$18.2M———
NewEdge Advisors, LLC
N/A—230,834-230,834-100%$17.4M———
Beacon Pointe Advisors, LLC
N/A—226,219-226,219-100%$17.1M———
HSBC Holdings PLC
N/A—222,208-222,208-100%$16.7M———
Johnson Investment Counsel Inc
N/A—221,738-221,738-100%$16.7M———
Fielder Capital Group LLC
N/A—220,903-220,903-100%$16.7M———
SG Americas Securities, LLC
N/A—215,738-215,738-100%$16.3M———
Syon Capital LLC
N/A—212,664-212,664-100%$16.0M———
Mainstay Capital Management LLC
N/A—205,108-205,108-100%$15.5M———
Marco Investment Management LLC
N/A—204,721-204,721-100%$15.4M———
Marathon Trading Investment Management LLC
N/A—202,219-202,219-100%$15.3M———
Arax Advisory Partners
N/A—187,282-187,282-100%$14.1M———
Captrust Financial Advisors
N/A—182,820-182,820-100%$13.8M———
Omers Administration Corp
N/A—180,662-180,662-100%$13.6M———
Benjamin Edwards Inc
N/A—179,104-179,104-100%$13.5M———
Sanctuary Advisors, LLC
N/A—178,863-178,863-100%$13.5M———
CIBC World Market Inc.
N/A—174,185-174,185-100%$13.1M———
Cantor Fitzgerald, L. P.
N/A—171,212-171,212-100%$12.9M———
Tandem Financial, LLC
N/A—170,681-170,681-100%$12.9M———
Menlo Advisors LLC
N/A—165,992-165,992-100%$12.5M———
AE Wealth Management LLC
N/A—165,971-165,971-100%$12.5M———
FWL Investment Management, LLC
N/A—162,943-162,943-100%$12.3M———
Baird Financial Group, Inc.
N/A—162,718-162,718-100%$12.3M———
Waverly Advisors, LLC
N/A—159,319-159,319-100%$12.0M———
Tudor Investment Corp ET AL
N/A—159,280-159,280-100%$12.0M———
MAI Capital Management
N/A—158,087-158,087-100%$11.9M———
Private Advisor Group, LLC
N/A—156,345-156,345-100%$11.8M———
Harbour Investments, Inc.
N/A—156,309-156,309-100%$11.8M———
Polar Asset Management Partners Inc.
N/A—152,970-152,970-100%$11.5M———
Alliancebernstein L.P.
N/A—149,434-149,434-100%$13.7M———
Victory Capital Management Inc
N/A—149,236-149,236-100%$11.3M———
&partners
N/A—142,005-142,005-100%$10.7M———
Smith, Moore & Co.
N/A—140,379-140,379-100%$10.6M———
FMR LLC
N/A—138,931-138,931-100%$10.5M———
First Washington Corp
N/A—134,882-134,882-100%$10.2M———
Twin Tree Management, LP
N/A—133,964-133,964-100%$10.1M———
Allianz SE
N/A—131,007-131,007-100%$9.9M———
Quantitative Investment Management, LLC
N/A—129,137-129,137-100%$9.7M———
Van Eck Associates Corp
N/A—128,906-128,906-100%$9.7M———
Nwam LLC
N/A—127,229-127,229-100%$9.6M———
Cerity Partners LLC
N/A—122,186-122,186-100%$9.2M———
Advisory Services Network, LLC
N/A—121,722-121,722-100%$9.2M———
MML Investors Services, LLC
N/A—120,433-120,433-100%$9.1M———
Fore Capital, LLC
N/A—120,000-120,000-100%$9.1M———
Pinnacle Financial Partners, Inc.
N/A—116,861-116,861-100%$8.8M———
Marex Group Ltd
N/A—116,526-116,526-100%$8.8M———
Bleakley Financial Group, LLC
N/A—113,842-113,842-100%$8.6M———
Trivium Point Advisory, LLC
N/A—113,023-113,023-100%$8.5M———
Prudential PLC
N/A—112,839-112,839-100%$8.5M———
Wealthfront Advisers LLC
N/A—112,237-112,237-100%$8.5M———
Group One Trading LLC
N/A—110,627-110,627-100%$8.3M———
Northeast Planning Associates, Inc. / NH /
N/A—107,936-107,936-100%$7.5M———
AQR Capital Management LLC
N/A—106,785-106,785-100%$8.1M———
Franklin Resources Inc
N/A—106,607-106,607-100%$8.0M———
Glenorchy Capital Ltd
N/A—106,062-106,062-100%$8.0M———
Flow Traders U.S. LLC
N/A—104,757-104,757-100%$7.9M———
Yong Rong (HK) Asset Management Ltd
N/A—100,000-100,000-100%$7.5M———
Capstone Investment Advisors, LLC
N/A—97,114-97,114-100%$7.3M———
Steward Partners Investment Advisory, LLC
N/A—95,652-95,652-100%$7.2M———
Apriem Advisors
N/A—93,070-93,070-100%$7.0M———
Summit Financial, LLC
N/A—92,610-92,610-100%$7.0M———
Moore Capital Management, LP
N/A—92,188-92,188-100%$7.0M———
XTX Topco Ltd
N/A—92,188-92,188-100%$7.0M———
Mercer Global Advisors Inc
N/A—91,675-91,675-100%$6.9M———
Credit Agricole S A
N/A—86,034-86,034-100%$6.5M———
EFG International AG
N/A—81,427-81,427-100%$6.1M———
NewEdge Wealth, LLC
N/A—81,074-81,074-100%$6.1M———
Kingsview Wealth Management, LLC
N/A—80,168-80,168-100%$6.0M———
Invesco Ltd.
N/A—80,000-80,000-100%$6.0M———
Lonestar Capital Management LLC
N/A—80,000-80,000-100%$6.0M———
Stratos Wealth Partners, Ltd.
N/A—78,679-78,679-100%$5.9M———
Cambria Investment Management, L.P.
N/A—78,048-78,048-100%$5.9M———
Proficio Capital Partners LLC
N/A—77,340-77,340-100%$5.8M———
PCG Wealth Advisors, LLC
N/A—75,559-75,559-100%$5.7M———
Oversea-Chinese Banking Corp Ltd
N/A—75,490-75,490-100%$5.7M———
Nan Shan Life Insurance Co., Ltd.
N/A—74,528-74,528-100%$5.6M———
SIH Partners, Lllp
N/A—71,949-71,949-100%$5.4M———
Hollencrest Capital Management
N/A—68,042-68,042-100%$5.1M———
Focus Partners Wealth
N/A—67,774-67,774-100%$5.1M———
Sava Penzisko Drushtvo A.D. Skopje
N/A—66,850-66,850-100%$5.1M———
Sprott Inc.
N/A—66,759-66,759-100%$5.0M———
Strategic Financial Concepts, LLC
N/A—65,427-65,427-100%$4.9M———
Brown Advisory Inc
N/A—65,047-65,047-100%$4.9M———
Stephens Inc
N/A—64,707-64,707-100%$5.0M———
Tower Research Capital LLC (TRC)
N/A—63,327-63,327-100%$4.8M———
Cresset Asset Management, LLC
N/A—61,862-61,862-100%$4.7M———
Keystone Investors PTE LTD
N/A—60,310-60,310-100%$4.6M———
Mariner, LLC
N/A—59,928-59,928-100%$4.5M———
Moon Capital Management LP
N/A—59,123-59,123-100%$4.5M———
Vestmark Advisory Solutions, Inc.
N/A—59,110-59,110-100%$4.5M———
LaSalle St. Investment Advisors, LLC
N/A—58,747-58,747-100%$4.4M———
Scotia Capital Inc.
N/A—58,639-58,639-100%$4.4M———
EP Wealth Advisors, LLC
N/A—58,161-58,161-100%$4.4M———
Pathstone Holdings, LLC
N/A—57,517-57,517-100%$4.3M———
Oxbow Advisors, LLC
N/A—57,264-57,264-100%$4.3M———
Cheviot Value Management, LLC
N/A—57,130-57,130-100%$4.3M———
Moneta Group Investment Advisors LLC
N/A—57,005-57,005-100%$4.3M———
Berkeley Capital Partners, LLC
N/A—53,036-53,036-100%$4.0M———
Rothschild Wealth LLC
N/A—52,253-52,253-100%$3.9M———
LSP Investment Advisors, LLC
N/A—51,832-51,832-100%$3.9M———
Gamco Investors, Inc. ET AL
N/A—46,415-46,415-100%$3.5M———
Main Street Financial Solutions, LLC
N/A—46,153-46,153-100%$3.5M———
CMC Financial Group
N/A—46,000-46,000-100%$3.5M———
Equitable Holdings, Inc.
N/A—45,497-45,497-100%$3.4M———
IHT Wealth Management, LLC
N/A—44,122-44,122-100%$3.3M———
Lane Generational LLC
N/A—43,561-43,561-100%$3.3M———
Fosun International Ltd
N/A—43,304-43,304-100%$3.3M———
S&CO Inc
N/A—42,589-42,589-100%$3.2M———
CI Investments Inc.
N/A—42,395-42,395-100%$3.2M———
Capital Markets Trading UK LLP
N/A—42,323-42,323-100%$3.2M———
NCM Capital Management, LLC
N/A—42,125-42,125-100%$3.2M———
Volterra Technologies LP
N/A—41,721-41,721-100%$3.1M———
CIBC Bancorp USA Inc.
N/A—41,679-41,679-100%$3.1M———
BCS Private Wealth Management, Inc.
N/A—41,284-41,284-100%$3.1M———
CreativeOne Wealth, LLC
N/A—40,302-40,302-100%$3.0M———
Global Endowment Management, LP
N/A—40,000-40,000-100%$3.0M———
Banco BTG Pactual S.A.
N/A—40,000-40,000-100%$3.0M———
DV Trading LLC
N/A—39,700-39,700-100%$3.0M———
Geneos Wealth Management Inc.
N/A—39,348-39,348-100%$3.0M———
Wealthspire Advisors, LLC
N/A—38,939-38,939-100%$2.9M———
IAM Advisory, LLC
N/A—38,456-38,456-100%$2.9M———
Quantinno Capital Management LP
N/A—38,374-38,374-100%$2.9M———
Cavalier Investments, LLC
N/A—37,901-37,901-100%$2.9M———
Fortis Advisors, LLC
N/A—36,956-36,956-100%$2.8M———
Norris Financial Group, LLC
N/A—36,841-36,841-100%$2.8M———
Arkos Global Advisors
N/A—36,673-36,673-100%$2.8M———
Castle Wealth Management LLC
N/A—35,829-35,829-100%$2.7M———
Benchmark Investment Advisors LLC
N/A—35,689-35,689-100%$2.7M———
Cassady Wealth & Retirement Planning, LLC
N/A—35,635-35,635-100%$2.7M———
Graham Capital Management, L.P.
N/A—35,000-35,000-100%$2.6M———
Peapack Gladstone Financial Corp
N/A—34,608-34,608-100%$2.6M———
Squarepoint Ops LLC
N/A—33,745-33,745-100%$2.5M———
Regal Investment Advisors LLC
N/A—32,612-32,612-100%$2.5M———
One Capital Management, LLC
N/A—32,520-32,520-100%$3.0M———
Banque Cantonale Vaudoise
N/A—32,500-32,500-100%$2.5M———
Fiduciary Trust Co
N/A—32,003-32,003-100%$2.4M———
Arete Wealth Advisors, LLC
N/A—31,651-31,651-100%$2.4M———
Insigneo Advisory Services, LLC
N/A—31,165-31,165-100%$2.4M———
Xcelsior Advisor Partners LLC
N/A—30,042-30,042-100%$2.3M———
Keebeck Wealth Management
N/A—30,000-30,000-100%$2.3M———
Sumitomo Mitsui Financial Group, Inc.
N/A—29,935-29,935-100%$2.3M———
Pine Valley Investments Ltd Liability Co
N/A—29,896-29,896-100%$2.3M———
M&T Bank Corp
N/A—28,001-28,001-100%$2.1M———
Headlands Technologies LLC
N/A—27,840-27,840-100%$2.1M———
CastleKnight Management LP
N/A—27,200-27,200-100%$2.1M———
Beck Capital Management, LLC
N/A—26,528-26,528-100%$2.0M———
Independent Family Office, LLC
N/A—26,520-26,520-100%$2.0M———
Fairview Capital Investment Management, LLC
N/A—26,190-26,190-100%$2.0M———
Cary Street Partners Financial LLC
N/A—25,840-25,840-100%$1.9M———
Fiduciary Financial Advisors
N/A—25,631-25,631-100%$1.9M———
K.J. Harrison & Partners Inc
N/A—25,595-25,595-100%$1.9M———
Abbot Financial Management, Inc.
N/A—25,450-25,450-100%$1.9M———
Curi Capital, LLC
N/A—25,235-25,235-100%$1.9M———
Continuum Advisory, LLC
N/A—25,178-25,178-100%$1.9M———
Stratos Wealth Advisors, LLC
N/A—25,058-25,058-100%$1.9M———
Kovack Advisors, Inc.
N/A—24,876-24,876-100%$1.9M———
Boothbay Fund Management, LLC
N/A—24,212-24,212-100%$1.8M———
Stansberry Asset Management, LLC
N/A—24,175-24,175-100%$1.8M———
Walleye Capital LLC
N/A—24,115-24,115-100%$1.8M———
Global Retirement Partners, LLC
N/A—23,556-23,556-100%$1.8M———
Spruce Point Capital Management, LLC
N/A—23,530-23,530-100%$1.8M———
Thompson David Blair
N/A—23,483-23,483-100%$1.8M———
Cutler Capital Management, LLC
N/A—23,142-23,142-100%$1.7M———
Caption Management, LLC
N/A—23,100-23,100-100%$1.7M———
Waterloo Capital, L.P.
N/A—22,949-22,949-100%$1.7M———
O'shaughnessy Asset Management, LLC
N/A—22,902-22,902-100%$1.7M———
Credit Industriel ET Commercial
N/A—22,443-22,443-100%$1.7M———
United Capital Financial Advisors, LLC
N/A—22,175-22,175-100%$1.7M———
Sequoia Financial Advisors, LLC
N/A—21,914-21,914-100%$1.7M———
Foundations Investment Advisors, LLC
N/A—21,885-21,885-100%$1.7M———
Bard Associates Inc
N/A—21,676-21,676-100%$1.6M———
Alexis Investment Partners, LLC
N/A—20,784-20,784-100%$1.6M———
Mizuho Markets Cayman LP
N/A—20,139-20,139-100%$1.5M———
Transcend Capital Advisors, LLC
N/A—20,098-20,098-100%$1.5M———
Calton & Associates, Inc.
N/A—20,056-20,056-100%$1.5M———
Select Asset Management & Trust
N/A—20,000-20,000-100%$1.5M———
Belpointe Asset Management LLC
N/A—19,995-19,995-100%$1.5M———
Stamos Capital Partners, L.P.
N/A—19,849-19,849-100%$1.5M———
Integrated Wealth Concepts LLC
N/A—19,832-19,832-100%$1.5M———
Ameritas Advisory Services, LLC
N/A—19,205-19,205-100%$1.4M———
Titan Global Capital Management USA LLC
N/A—19,157-19,157-100%$1.4M———
Dynamic Technology Lab Private Ltd
N/A—18,846-18,846-100%$1.4M———
Advyzon Investment Management, LLC
N/A—18,637-18,637-100%$1.4M———
IEQ Capital, LLC
N/A—18,503-18,503-100%$1.4M———
Independent Advisor Alliance
N/A—18,474-18,474-100%$1.4M———
Sender Co & Partners, Inc.
N/A—18,010-18,010-100%$1.4M———
Fund Advisors of America Inc
N/A—17,897-17,897-100%$1.4M———
Mutual Advisors, LLC
N/A—17,787-17,787-100%$1.3M———
PFG Investments, LLC
N/A—17,624-17,624-100%$1.3M———
First National Bank of Omaha
N/A—17,611-17,611-100%$1.3M———
Stonebridge Financial Group, LLC
N/A—17,558-17,558-100%$1.3M———
Optiver Holding B.V.
N/A—17,341-17,341-100%$1.3M———
Ausdal Financial Partners, Inc.
N/A—17,234-17,234-100%$1.3M———
BlackRock, Inc.
N/A—17,019-17,019-100%$1.3M———
Banque Transatlantique SA
N/A—17,000-17,000-100%$1.3M———
Fort Sheridan Advisors LLC
N/A—16,927-16,927-100%$1.3M———
Knightsbridge Asset Management, LLC
N/A—16,828-16,828-100%$1.3M———
Mmbg Investment Advisors Co.
N/A—16,815-16,815-100%$1.3M———
Banco Santander, S.A.
N/A—16,750-16,750-100%$1.3M———
First American Trust, FSB
N/A—16,653-16,653-100%$1.3M———
Gotham Asset Management, LLC
N/A—16,396-16,396-100%$1.2M———
Argent Trust Co
N/A—16,200-16,200-100%$1.2M———
SEI Investments Co
N/A—16,150-16,150-100%$1.2M———
Fortis Capital Advisors, LLC
N/A—16,113-16,113-100%$1.2M———
Trans-Canada Capital Inc.
N/A—16,050-16,050-100%$1.2M———
Principal Securities, Inc.
N/A—15,873-15,873-100%$1.2M———
Natixis Advisors, LLC
N/A—15,654-15,654-100%$1.2M———
Piedmont Capital Management, LLC
N/A—15,624-15,624-100%$1.2M———
Bluespring Wealth Management, LLC
N/A—15,097-15,097-100%$1.1M———
Western Wealth Management, LLC
N/A—15,053-15,053-100%$1.1M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—14,523-14,523-100%$1.1M———
Savvy Advisors, Inc.
N/A—14,466-14,466-100%$1.1M———
Stevens Capital Management LP
N/A—14,446-14,446-100%$1.1M———
HighPoint Advisor Group LLC
N/A—14,267-14,267-100%$1.1M———
Indie Asset Partners, LLC
N/A—14,238-14,238-100%$1.1M———
Rock Point Advisors, LLC
N/A—14,232-14,232-100%$1.1M———
Rather & Kittrell, Inc.
N/A—14,165-14,165-100%$1.1M———
Prosperity Consulting Group, LLC
N/A—13,806-13,806-100%$1.0M———
Copley Financial Group, Inc.
N/A—13,653-13,653-100%$1.0M———
Glenmede Trust Co NA
N/A—13,331-13,331-100%$1.0M———
Snowden Capital Advisors LLC
N/A—13,309-13,309-100%$1.0M———
Cura Wealth Advisors, LLC
N/A—13,300-13,300-100%$1.0M———
Alphadyne Asset Management LP
N/A—13,139-13,139-100%$991.3K———
Ancora Advisors LLCA
N/A—12,993-12,993-100%$980.3K———
Gladstone Institutional Advisory LLC
N/A—12,902-12,902-100%$973.5K———
Freestone Capital Holdings, LLC
N/A—12,799-12,799-100%$965.7K———
Fortis Capital Management LLC
N/A—12,716-12,716-100%$959.4K———
Focus Partners Advisor Solutions, LLC
N/A—12,421-12,421-100%$937.2K———
RiverGlades Family Offices LLC
N/A—12,344-12,344-100%$931.3K———
Edgestream Partners, L.P.
N/A—12,259-12,259-100%$924.9K———
Silver OAK Securities, Incorporated
N/A—12,058-12,058-100%$909.8K———
Centaurus Financial, Inc.
N/A—12,045-12,045-100%$909.0K———
Meridian Wealth Advisors, LLC
N/A—11,955-11,955-100%$902.0K———
Arkadios Wealth Advisors
N/A—11,832-11,832-100%$892.7K———
Ballentine Partners, LLC
N/A—11,810-11,810-100%$891.1K———
Transamerica Financial Advisors, LLC
N/A—11,798-11,798-100%$890.2K———
Clearbridge Investments, LLC
N/A—11,300-11,300-100%$852.6K———
Petra Financial Advisors Inc
N/A—11,246-11,246-100%$848.5K———
Strait & Sound Wealth Management LLC
N/A—11,061-11,061-100%$834.6K———
Whittier Trust Co
N/A—11,056-11,056-100%$870.5K———
Allred Capital Management, LLC
N/A—11,051-11,051-100%$833.8K———
Garrison Point Advisors, LLC
N/A—11,015-11,015-100%$831.1K———
First Trust Advisors LP
N/A—11,000-11,000-100%$830.0K———
Noble Wealth Partners LLC
N/A—10,979-10,979-100%$828.4K———
IMA Advisory Services, Inc.
N/A—10,905-10,905-100%$822.8K———
Morse Asset Management, Inc
N/A—10,814-10,814-100%$815.9K———
Composition Wealth, LLC
N/A—10,792-10,792-100%$814.3K———
Lumbard & Kellner, LLC
N/A—10,684-10,684-100%$806.1K———
Rathbones Group PLC
N/A—10,431-10,431-100%$787.0K———
Douglass Winthrop Advisors, LLC
N/A—10,350-10,350-100%$780.9K———
Legacy Wealth Managment, LLC
N/A—10,331-10,331-100%$779.5K———
Neuberger Berman Group LLC
N/A—10,316-10,316-100%$778.3K———
Dakota Wealth Management
N/A—10,014-10,014-100%$755.6K———
Prelude Capital Management, LLC
N/A—9,900-9,900-100%$747.0K———
First Manhattan Co. Llc.
N/A—9,839-9,839-100%$742.4K———
Dorsey & Whitney Trust Co LLC
N/A—9,771-9,771-100%$737.2K———
Kiker Wealth Management, LLC
N/A—9,757-9,757-100%$736.2K———
Magnolia Capital Advisors LLC
N/A—9,705-9,705-100%$732.2K———
Ionic Capital Management LLC
N/A—9,542-9,542-100%$719.9K———
Northern Trust Corp
N/A—9,511-9,511-100%$717.6K———
IFG Advisory, LLC
N/A—9,496-9,496-100%$716.5K———
BFC Planning, Inc.
N/A—9,345-9,345-100%$705.1K———
Hilltop Holdings Inc.
N/A—9,328-9,328-100%$703.8K———
Brookwood Investment Group LLC
N/A—9,269-9,269-100%$699.3K———
National Philanthropic Trust
N/A—9,266-9,266-100%$699.1K———
Three Cord True Wealth Management, LLC
N/A—9,140-9,140-100%$689.6K———
Oppenheimer & Close, LLC
N/A—9,114-9,114-100%$687.7K———
Orion Porfolio Solutions, LLC
N/A—9,098-9,098-100%$686.4K———
Strategic Wealth Partners, Ltd.
N/A—9,051-9,051-100%$682.9K———
RWA Wealth Partners, LLC
N/A—8,988-8,988-100%$678.1K———
Essex Financial Services, Inc.
N/A—8,961-8,961-100%$676.1K———
Coastal Bridge Advisors, LLC
N/A—8,665-8,665-100%$653.8K———
Hudson Value Partners, LLC
N/A—8,548-8,548-100%$645.0K———
Next Capital Management LLC
N/A—8,522-8,522-100%$643.0K———
Black Maple Capital Management LP
N/A—8,500-8,500-100%$641.3K———
Peregrine Asset Advisers, Inc.
N/A—8,481-8,481-100%$639.9K———
Camarda Financial Advisors, LLC
N/A—8,169-8,169-100%$616.4K———
Connective Capital Management, LLC
N/A—8,043-8,043-100%$606.8K———
Crestmont Private Wealth LLC
N/A—8,030-8,030-100%$605.9K———
Harvest Fund Management Co., Ltd
N/A—7,684-7,684-100%$579.0K———
Advisory Alpha, LLC
N/A—7,681-7,681-100%$579.6K———
Strategic Investment Solutions, Inc.
N/A—7,606-7,606-100%$573.9K———
Mosaic Family Wealth Partners, LLC
N/A—7,443-7,443-100%$561.6K———
Ketron Financial
N/A—7,396-7,396-100%$558.0K———
Foster & Motley Inc
N/A—7,376-7,376-100%$557.0K———
Round Rock Advisors LLC
N/A—7,227-7,227-100%$545.3K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—7,220-7,220-100%$544.7K———
Commerce Bank
N/A—7,182-7,182-100%$541.9K———
Custos Family Office, LLC
N/A—7,160-7,160-100%$540.2K———
Jupiter Topco LLC
N/A—7,152-7,152-100%$539.6K———
Financial Gravity Companies, Inc.
N/A—7,100-7,100-100%$535.7K———
Anchor Investment Management, LLC
N/A—6,995-6,995-100%$527.8K———
Perennial Investment Advisors, LLC
N/A—6,936-6,936-100%$523.3K———
Trexquant Investment LP
N/A—6,916-6,916-100%$521.8K———
OneAscent Financial Services LLC
N/A—6,907-6,907-100%$521.1K———
Gateway Wealth Partners, LLC
N/A—6,846-6,846-100%$516.5K———
Two Sigma Securities, LLC
N/A—6,789-6,789-100%$512.2K———
Twin Focus Capital Partners, LLC
N/A—6,723-6,723-100%$507.3K———
Tolleson Wealth Management, Inc.
N/A—6,650-6,650-100%$501.7K———
Cardiff Park Advisors, LLC
N/A—6,623-6,623-100%$499.7K———
Vanguard National Trust Co
N/A—6,606-6,606-100%$498.4K———
LGL Partners, LLC
N/A—6,511-6,511-100%$491.2K———
Cascade Financial Partners, LLC
N/A—6,369-6,369-100%$480.5K———
Bogart Wealth, LLC
N/A—6,317-6,317-100%$476.6K———
Sequent Planning LLC
N/A—6,288-6,288-100%$474.4K———
Brown Brothers Harriman & Co
N/A—6,257-6,257-100%$472.1K———
WNY Asset Management, LLC
N/A—6,216-6,216-100%$469.0K———
CapitalatWork S.A.
N/A—6,205-6,205-100%$468.0K———
Copia Wealth Management
N/A—6,162-6,162-100%$464.9K———
Tyche Wealth Partners LLC
N/A—5,893-5,893-100%$444.6K———
WealthTrust Axiom LLC
N/A—5,826-5,826-100%$439.6K———
Bellevue Group AG
N/A—5,750-5,750-100%$433.8K———
Crabel Capital Management, LLC
N/A—5,607-5,607-100%$423.0K———
Hutchinson Capital Management
N/A—5,416-5,416-100%$408.6K———
Barnes Pettey Financial Advisors, LLC
N/A—5,391-5,391-100%$406.8K———
Forum Finance Group S.A.
N/A—5,330-5,330-100%$325———
Logan Stone Capital, LLC
N/A—5,325-5,325-100%$401.8K———
Great Valley Advisor Group, Inc.
N/A—5,318-5,318-100%$400.8K———
Evercore Wealth Management, LLC
N/A—5,232-5,232-100%$394.8K———
Annis Gardner Whiting Capital Advisors, LLC
N/A—5,215-5,215-100%$393.5K———
Garden State Investment Advisory Services LLC
N/A—5,204-5,204-100%$392.7K———
Flputnam Investment Management Co
N/A—5,178-5,178-100%$390.7K———
Thoroughbred Financial Services, LLC
N/A—5,132-5,132-100%$387.0K———
Ethos Financial Group, LLC
N/A—5,103-5,103-100%$375.4K———
World Investment Advisors
N/A—5,064-5,064-100%$446.4K———
Maridea Wealth Management LLC
N/A—5,004-5,004-100%$377.5K———
Riverview Capital Advisers, LLC
N/A—5,000-5,000-100%$377.3K———
DRW Securities, LLC
N/A—5,000-5,000-100%$377.3K———
49 Wealth Management, LLC
N/A—4,975-4,975-100%$375.4K———
Alongside, LLC
N/A—4,975-4,975-100%$375.4K———
Mayflower Financial Advisors, LLC
N/A—4,941-4,941-100%$372.8K———
Atlantic Union Bankshares Corp
N/A—4,817-4,817-100%$363.4K———
Jaffetilchin Investment Partners, LLC
N/A—4,735-4,735-100%$357.2K———
Retirement Income Solutions, Inc
N/A—4,735-4,735-100%$434.5K———
Quarry LP
N/A—4,729-4,729-100%$356.8K———
Foresight Global Investors, Inc.
N/A—4,423-4,423-100%$333.7K———
Horizon Kinetics Asset Management LLC
N/A—4,336-4,336-100%$327.2K———
Capital Advisors Inc
N/A—4,284-4,284-100%$323.2K———
Galilei Investment Office LLP
N/A—4,277-4,277-100%$322.7K———
Vawter Financial, Ltd.
N/A—4,275-4,275-100%$322.5K———
Bluefin Capital Management, LLC
N/A—4,200-4,200-100%$316.9K———
Per Stirling Capital Management, Llc.
N/A—4,061-4,061-100%$306.4K———
OneDigital Investment Advisors LLC
N/A—4,033-4,033-100%$304.3K———
Van Hulzen Asset Management, LLC
N/A—4,018-4,018-100%$303.2K———
Twin Lakes Capital Management, LLC
N/A—4,014-4,014-100%$302.9K———
Main Management LLC
N/A—4,000-4,000-100%$302.0K———
LM Advisors LLC
N/A—3,923-3,923-100%$296.0K———
Centiva Capital, LP
N/A—3,900-3,900-100%$294.3K———
Berger Financial Group, Inc
N/A—3,888-3,888-100%$293.3K———
Huntington National Bank
N/A—3,858-3,858-100%$291.1K———
Sharp Wealth Advisory, LLC
N/A—3,846-3,846-100%$290.2K———
Rehmann Capital Advisory Group
N/A—3,687-3,687-100%$278.2K———
Crewe Advisors LLC
N/A—3,684-3,684-100%$278.0K———
Wexford Capital LP
N/A—3,625-3,625-100%$273.5K———
VestGen Investment Management
N/A—3,599-3,599-100%$271.5K———
UBS Asset Management Americas LLC
N/A—3,584-3,584-100%$270.4K———
Caxton Associates LLP
N/A—3,577-3,577-100%$269.9K———
Ingalls & Snyder LLC
N/A—3,557-3,557-100%$268.0K———
ST Germain D J Co Inc
N/A—3,495-3,495-100%$263.7K———
Ranch Capital Advisors Inc.
N/A—3,464-3,464-100%$261.4K———
Prostatis Group LLC
N/A—3,448-3,448-100%$260.2K———
Exit Wealth Advisors, Llc.
N/A—3,442-3,442-100%$259.7K———
Financial Engines Advisors L.L.C.
N/A—3,413-3,413-100%$257.5K———
Schonfeld Strategic Advisors LLC
N/A—3,402-3,402-100%$256.7K———
Cornerstone Select Advisors, LLC
N/A—3,397-3,397-100%$256.3K———
Saranac Partners Ltd
N/A—3,360-3,360-100%$253.4K———
Tradition Wealth Management, LLC
N/A—3,351-3,351-100%$252.8K———
Wimmer Associates 1, LLC
N/A—3,313-3,313-100%$250.0K———
Adapt Wealth Advisors, LLC
N/A—3,313-3,313-100%$250.0K———
American Money Management, LLC
N/A—3,312-3,312-100%$249.9K———
Peak Planning Group, LLC
N/A—3,301-3,301-100%$249.0K———
Allium Financial Advisors, LLC
N/A—3,300-3,300-100%$249.0K———
Berkshire Asset Management LLC
N/A—3,282-3,282-100%$247.6K———
X-Square Capital, LLC
N/A—3,224-3,224-100%$243.0K———
JMN Financial LLC
N/A—3,180-3,180-100%$239.9K———
Conservest Capital Advisors, Inc.
N/A—3,126-3,126-100%$235.8K———
Bessemer Group Inc
N/A—3,110-3,110-100%$235.0K———
Highland Investment Advisors LLC
N/A—3,082-3,082-100%$232.5K———
Fairfield, Bush & Co.
N/A—3,055-3,055-100%$230.5K———
Stratos Investment Management, LLC
N/A—3,045-3,045-100%$229.8K———
Ellevest, Inc.
N/A—3,036-3,036-100%$229.0K———
Connable Office Inc
N/A—3,032-3,032-100%$228.8K———
Betterment LLC
N/A—3,014-3,014-100%$227.0K———
WJ Financial Advisors LLC
N/A—3,005-3,005-100%$226.7K———
Cannell & Spears LLC
N/A—3,000-3,000-100%$226.4K———
Florida Financial Advisors, LLC
N/A—2,992-2,992-100%$225.8K———
Alpine Global Management, LLC
N/A—2,986-2,986-100%$225.3K———
Delos Wealth Advisors, LLC
N/A—2,980-2,980-100%$224.8K———
Regatta Research & Money Management
N/A—2,978-2,978-100%$224.7K———
Elgethun Capital Management
N/A—2,953-2,953-100%$222.8K———
Stock Yards Bank & Trust Co
N/A—2,953-2,953-100%$222.8K———
Panoramic Investment Advisors, LLC
N/A—2,950-2,950-100%$222.5K———
Azimuth Capital Investment Management LLC
N/A—2,880-2,880-100%$217.3K———
Aptus Capital Advisors, LLC
N/A—2,796-2,796-100%$211.0K———
CMT Capital Markets Trading GmbH
N/A—2,767-2,767-100%$209.0K———
SlateStone Wealth, LLC
N/A—2,668-2,668-100%$201.0K———
Rothschild Investment LLC
N/A—2,610-2,610-100%$196.9K———
Allied Private Wealth LLC
N/A—2,547-2,547-100%$187.3K———
Carr Financial Group Corp
N/A—2,463-2,463-100%$185.9K———
SOA Wealth Advisors, Llc.
N/A—2,349-2,349-100%$177.2K———
Smithfield Trust Co
N/A—2,346-2,346-100%$177.0K———
Colonial Trust Advisors
N/A—2,328-2,328-100%$175.6K———
Caldwell Sutter Capital, Inc.
N/A—2,287-2,287-100%$172.6K———
Howe & Rusling Inc
N/A—2,282-2,282-100%$172.2K———
Aberdeen Wealth Management LLC
N/A—2,250-2,250-100%$169.8K———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—2,211-2,211-100%$167.4K———
Cypress Capital Management LLC (WY)
N/A—2,203-2,203-100%$166.2K———
Ameritas Investment Partners, Inc.
N/A—2,010-2,010-100%$151.7K———
JTC Employer Solutions Trustee Ltd
N/A—2,000-2,000-100%$151.0K———
L1 Global Manager Pty Ltd
N/A—2,000-2,000-100%$150.9K———
SHP Wealth Management
N/A—1,975-1,975-100%$149.0K———
Cary Street Partners Investment Advisory LLC
N/A—1,955-1,955-100%$147.5K———
Bravera Wealth
N/A—1,900-1,900-100%$143.4K———
Atlas Capital Advisors Inc.
N/A—1,850-1,850-100%$139.6K———
VAN DEN Berg Management I, Inc
N/A—1,590-1,590-100%$120.0K———
Mark Sheptoff Financial Planning, LLC
N/A—1,558-1,558-100%$117.5K———
SouthState Bank Corp
N/A—1,557-1,557-100%$117.5K———
Boreal Capital Management LLC
N/A—1,500-1,500-100%$113.2K———
Whittier Trust Co of Nevada Inc
N/A—1,470-1,470-100%$111.4K———
Caitlin John, LLC
N/A—1,453-1,453-100%$109.6K———
Glassman Wealth Services
N/A—1,442-1,442-100%$108.8K———
Purpose Unlimited Inc.
N/A—1,442-1,442-100%$110.6K———
Capital Analysts, LLC
N/A—1,353-1,353-100%$98.0K———
Bartlett & Co. Wealth Management LLC
N/A—1,200-1,200-100%$90.5K———
Mpwm Advisory Solutions, LLC
N/A—1,163-1,163-100%$87.7K———
Innovative Asset Advisors Group, LLC
N/A—1,150-1,150-100%$86.8K———
Picton Mahoney Asset Management
N/A—1,100-1,100-100%$83.0K———
Millstone Evans Group, LLC
N/A—1,000-1,000-100%$75.5K———
LRI Investments, LLC
N/A—900-900-100%$67.9K———
Medallion Wealth Advisors, LLC
N/A—748-748-100%$56.4K———
Luminist Capital LLC
N/A—736-736-100%$55.5K———
Keating Financial Advisory Services, Inc.
N/A—650-650-100%$49.0K———
MidFirst Bank
N/A—646-646-100%$48.7K———
Smartleaf Asset Management LLC
N/A—604-604-100%$45.8K———
Greykasell Wealth Strategies, Inc.
N/A—595-595-100%$44.9K———
PlanVest Financial, Inc
N/A—538-538-100%$40.6K———
Tradewinds, Llc.
N/A—524-524-100%$807.7K———
Monetary Management Group Inc
N/A—500-500-100%$37.7K———
Roble, Belko & Company, Inc
N/A—452-452-100%$34.0K———
Hantz Financial Services, Inc.
N/A—448-448-100%$34.0K———
Consultiva Wealth Management, Corp.
N/A—400-400-100%$30.2K———
New Republic Capital, LLC
N/A—385-385-100%$29.0K———
FAS Wealth Partners, Inc.
N/A—354-354-100%$26.7K———
Front Row Advisors LLC
N/A—318-318-100%$28.7K———
Colonial Trust Co / SC
N/A—300-300-100%$22.6K———
Sankala Group LLC
N/A—292-292-100%$26.1K———
Avalon Trust Co
N/A—285-285-100%$21.5K———
Tidemark, LLC
N/A—268-268-100%$20.3K———
Burnham & Co LLC
N/A—250-250-100%$18.9K———
TD Capital Management LLC
N/A—210-210-100%$15.8K———
Integrity Financial Corp
N/A—210-210-100%$15.8K———
Broadwater Capital Management LLC
N/A—206-206-100%$15.5K———
Dunhill Financial, LLC
N/A—205-205-100%$15.5K———
Hamrick Investment Counsel, llc
N/A—201-201-100%$15.2K———
Bellevue Asset Management, LLC
N/A—157-157-100%$11.9K———
Founders Financial Alliance, LLC
N/A—153-153-100%$11.5K———
Cbiz Investment Advisory Services, LLC
N/A—148-148-100%$13.6K———
HHM Wealth Advisors, LLC
N/A—132-132-100%$10.0K———
Measured Wealth Private Client Group, LLC
N/A—130-130-100%$9.8K———
Alerus Financial NA
N/A—116-116-100%$8.8K———
Graney & King, LLC
N/A—98-98-100%$7.4K———
Aventura Private Wealth, LLC
N/A—56-56-100%$4.2K———
Game Plan Financial Advisors, LLC
N/A—52-52-100%$3.9K———
Darwin Wealth Management, LLC
N/A—39-39-100%$2.9K———
Operose Advisors LLC
N/A—35-35-100%$2.6K———
IQ EQ Fund Management (Singapore) Private Ltd
N/A—20-20-100%$1.5K———
Strive Financial Group,LLC
N/A—10-10-100%$755———
Parallax Volatility Advisers, L.P.
N/A—1-1-100%$75———
Oakmont Advisory Group, LLC
N/A—00—$2———
Showing 1241 of 1241 institutions