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Vanguard Ftse Emerging Marke (VWO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Creative Planning
DECREASED
Shares17,760,149 from 17,840,334
Change-80,185 (0%)
Value$1.1B (-$11.5M)
Filed 2026-11-02
WealthNavi Inc.
INCREASED
Shares17,717,789 from 16,623,315
Change+1,094,474 (+7%)
Value$1.1M (-$991.2M)
Filed 2026-10-27
LPL Financial LLC
DECREASED
Shares16,780,684 from 16,888,649
Change-107,965 (-1%)
Value$995.3M (-$12.8M)
Filed 2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares15,967,792 from 14,600,410
Change+1,367,382 (+9%)
Value$936.9M (+$68.8M)
Filed 2026-10-13
Bank of New York Mellon Corp
DECREASED
Shares11,220,209 from 11,294,205
Change-73,996 (-1%)
Value$665.5M (-$8.7M)
Filed 2026-11-05
PNC Financial Services Group, Inc.
INCREASED
Shares10,667,748 from 10,476,666
Change+191,082 (+2%)
Value$632.7M (+$7.4M)
Filed 2026-11-06
Millburn Ridgefield LLC
INCREASED
Shares7,413,352 from 7,055,219
Change+358,133 (+5%)
Value$439.7M (+$18.6M)
Filed 2026-11-06
Catalyst Capital Advisors LLC
INCREASED
Shares7,413,352 from 7,055,219
Change+358,133 (+5%)
Value$439.7M (+$18.6M)
Filed 2026-11-02
Nicholas Hoffman & Company, Llc.
INCREASED
Shares6,702,930 from 6,665,501
Change+37,429 (+1%)
Value$397.6M (-$313.0K)
Filed 2026-10-30
US Bancorp \de\
INCREASED
Shares6,360,732 from 6,358,797
Change+1,935 (+0%)
Value$377.3M (-$2.3M)
Filed 2026-11-05
Regions Financial Corp
INCREASED
Shares6,276,980 from 6,156,984
Change+119,996 (+2%)
Value$372.3M (+$4.8M)
Filed 2026-11-05
Commonwealth Equity Services, LLC
DECREASED
Shares5,810,897 from 5,908,901
Change-98,004 (-2%)
Value$344.6M (-$8.1M)
Filed 2026-11-02
Signaturefd, LLC
INCREASED
Shares5,278,749 from 4,836,001
Change+442,748 (+9%)
Value$313.1M (+$24.4M)
Filed 2026-10-23
Facet Wealth, Inc.
INCREASED
Shares5,045,301 from 4,214,912
Change+830,389 (+20%)
Value$299.2M (+$47.6M)
Filed 2026-11-04
Valmark Advisers, Inc.
INCREASED
Shares4,715,277 from 4,626,634
Change+88,643 (+2%)
Value$279.7M (+$3.5M)
Filed 2026-11-06
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED
Shares4,480,430 from 4,224,614
Change+255,816 (+6%)
Value$265.7M (+$13.6M)
Filed 2026-10-14
Wedmont Private Capital
INCREASED
Shares3,851,859 from 3,571,670
Change+280,189 (+8%)
Value$227.6M (+$13.7M)
Filed 2026-10-09
Bokf, NA
DECREASED
Shares3,393,123 from 3,409,622
Change-16,499 (0%)
Value$201.2M (-$2.3M)
Filed 2026-10-27
Choreo, LLC
DECREASED
Shares3,048,900 from 3,059,881
Change-10,981 (0%)
Value$180.8M (-$1.8M)
Filed 2026-10-28
BLB&B Advisors, LLC
INCREASED
Shares2,897,327 from 2,807,353
Change+89,974 (+3%)
Value$171.8M (+$4.3M)
Filed 2026-10-27
Fifth Third Bancorp
DECREASED
Shares2,887,708 from 2,934,142
Change-46,434 (-2%)
Value$171.3M (-$3.9M)
Filed 2026-11-05
Johnson Financial Group, LLC
INCREASED
Shares2,693,346 from 2,337,550
Change+355,796 (+15%)
Value$159.7M (+$20.2M)
Filed 2026-11-03
Badgley Phelps Wealth Managers, LLC
INCREASED
Shares2,586,011 from 2,538,203
Change+47,808 (+2%)
Value$153.4M (+$1.9M)
Filed 2026-10-22
Keybank National Association
DECREASED
Shares2,509,358 from 2,648,421
Change-139,063 (-5%)
Value$148.8M (-$9.3M)
Filed 2026-11-04
TD Waterhouse Canada Inc.
INCREASED
Shares2,489,152 from 2,350,597
Change+138,555 (+6%)
Value$146.8M (+$7.5M)
Filed 2026-10-16
Sofi Wealth, LLC
DECREASED
Shares2,201,148 from 2,623,074
Change-421,926 (-16%)
Value$130.6M (-$26.0M)
Filed 2026-10-27
Vantagepoint Investment Advisers LLC
DECREASED
Shares2,175,982 from 2,781,483
Change-605,501 (-22%)
Value$129.1M (-$37.0M)
Filed 2026-10-26
Fusion Family Wealth, LLC
INCREASED
Shares2,130,903 from 1,996,345
Change+134,558 (+7%)
Value$126.4M (+$7.2M)
Filed 2026-11-02
D.A. Davidson & Co.
INCREASED
Shares2,057,168 from 1,981,139
Change+76,029 (+4%)
Value$122.0M (+$3.8M)
Filed 2026-10-28
Apella Capital, LLC
DECREASED
Shares2,002,811 from 2,010,728
Change-7,917 (0%)
Value$119.9M (+$1.5M)
Filed 2026-10-08
Steele Capital Management, Inc.
INCREASED
Shares1,981,401 from 1,972,443
Change+8,958 (+0%)
Value$117.5M (-$218.2K)
Filed 2026-11-02
Willis Johnson Wealth, Inc.
INCREASED
Shares1,914,028 from 1,863,216
Change+50,812 (+3%)
Value$113.5M (+$2.3M)
Filed 2026-11-03
Citigroup Inc
DECREASED
Shares1,801,160 from 1,831,710
Change-30,550 (-2%)
Value$106.8M (-$2.5M)
Filed 2026-11-04
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares1,779,538 from 1,127,499
Change+652,039 (+58%)
Value$105.5K (-$67.2M)
Filed 2026-11-02
Mather Group, Llc.
INCREASED
Shares1,746,674 from 1,733,161
Change+13,513 (+1%)
Value$103.6M (+$142.9K)
Filed 2026-10-14
Country Trust Bank
DECREASED
Shares1,729,248 from 1,801,963
Change-72,715 (-4%)
Value$102.6M (-$5.0M)
Filed 2026-10-30
Truist Financial Corp
DECREASED
Shares1,727,337 from 1,742,815
Change-15,478 (-1%)
Value$102.4M (-$1.6M)
Filed 2026-10-30
Assetmark, Inc
INCREASED
Shares1,597,944 from 1,585,390
Change+12,554 (+1%)
Value$94.8M (+$142.1K)
Filed 2026-10-21
Modera Wealth Management, LLC
DECREASED
Shares1,597,794 from 1,616,141
Change-18,347 (-1%)
Value$94.8M (-$1.7M)
Filed 2026-10-28
Farmers & Merchants Investments Inc
INCREASED
Shares1,336,568 from 1,326,765
Change+9,803 (+1%)
Value$79.3M (+$77.2K)
Filed 2026-10-22
GenTrust, LLC
INCREASED
Shares1,331,562 from 1,177,223
Change+154,339 (+13%)
Value$79.0M (+$8.7M)
Filed 2026-11-06
Sage Financial Group Inc
DECREASED
Shares1,301,758 from 1,306,682
Change-4,924 (0%)
Value$77.2M (-$788.5K)
Filed 2026-10-27
Earned Wealth Advisors, LLC
INCREASED
Shares1,213,362 from 1,159,646
Change+53,716 (+5%)
Value$72.0M (+$2.7M)
Filed 2026-11-06
Clark Asset Management, LLC
INCREASED
Shares1,194,287 from 1,124,283
Change+70,004 (+6%)
Value$70.8M (+$3.7M)
Filed 2026-10-19
Vise Technologies, Inc.
INCREASED
Shares1,179,305 from 1,000,292
Change+179,013 (+18%)
Value$69.9M (+$10.2M)
Filed 2026-10-29
Strid Group, LLC
INCREASED
Shares1,158,150 from 1,137,468
Change+20,682 (+2%)
Value$68.7M (+$796.6K)
Filed 2026-10-28
Savant Capital, LLC
DECREASED
Shares1,151,440 from 1,185,286
Change-33,846 (-3%)
Value$68.3M (-$22.6K)
Filed 2026-11-06
Analyst IMS Investment Management Services Ltd.
DECREASED
Shares1,139,525 from 1,139,643
Change-118 (0%)
Value$67.6K (-$68.0M)
Filed 2026-11-05
Concurrent Investment Advisors, LLC
INCREASED
Shares1,108,627 from 1,092,938
Change+15,689 (+1%)
Value$65.8M (+$515.2K)
Filed 2026-10-16
PDS Planning, Inc
INCREASED
Shares1,090,807 from 1,068,327
Change+22,480 (+2%)
Value$64.7M (+$927.3K)
Filed 2026-11-03
Kestra Advisory Services, LLC
INCREASED
Shares1,030,545 from 837,164
Change+193,381 (+23%)
Value$61.1M (+$11.2M)
Filed 2026-11-02
Davenport & Co LLC
INCREASED
Shares1,025,897 from 884,056
Change+141,841 (+16%)
Value$60.8M (+$8.1M)
Filed 2026-10-14
Klingman & Associates, LLC
DECREASED
Shares982,750 from 984,338
Change-1,588 (0%)
Value$58.3M (-$468.2K)
Filed 2026-10-20
Allen Investment Management, LLC
INCREASED
Shares968,261 from 885,250
Change+83,011 (+9%)
Value$57.4M (+$4.6M)
Filed 2026-11-03
Patriot Investment Management Group, Inc.
INCREASED
Shares945,343 from 935,099
Change+10,244 (+1%)
Value$56.1M (+$252.3K)
Filed 2026-10-15
Rakuten Investment Management, Inc.
INCREASED
Shares944,836 from 911,706
Change+33,130 (+4%)
Value$56.3M (+$2.4M)
Filed 2026-10-30
Allworth Financial LP
INCREASED
Shares902,473 from 708,994
Change+193,479 (+27%)
Value$53.9M (+$11.5M)
Filed 2026-11-06
Sigma Investment Counselors Inc
INCREASED
Shares850,586 from 812,502
Change+38,084 (+5%)
Value$50.4M (+$2.0M)
Filed 2026-10-27
Old National Bancorp
INCREASED
Shares823,629 from 711,781
Change+111,848 (+16%)
Value$48.8M (+$6.4M)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares815,894 from 749,936
Change+65,958 (+9%)
Value$48.0M (+$4.3M)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares815,894 from 749,936
Change+65,958 (+9%)
Value$48.0M (+$4.3M)
Filed 2026-10-20
Cullen T Bankers, Inc.
DECREASED
Shares811,398 from 833,272
Change-21,874 (-3%)
Value$48.1M (-$1.6M)
Filed 2026-10-28
Lido Advisors, LLC
INCREASED
Shares787,345 from 548,839
Change+238,506 (+43%)
Value$46.7M (+$13.9M)
Filed 2026-11-04
Compound Planning, Inc.
INCREASED
Shares773,400 from 752,006
Change+21,394 (+3%)
Value$45.9M (+$983.1K)
Filed 2026-11-05
Matrix Trust Co
DECREASED
Shares755,238 from 756,063
Change-825 (0%)
Value$44.8K (-$336)
Filed 2026-10-07
Acropolis Investment Management, LLC
DECREASED
Shares752,964 from 1,015,754
Change-262,790 (-26%)
Value$44.7M (-$16.0M)
Filed 2026-10-08
Vontobel Holding Ltd.
DECREASED
Shares751,907 from 777,807
Change-25,900 (-3%)
Value$44.6M (-$1.8M)
Filed 2026-10-16
Presilium Private Wealth, LLC
INCREASED
Shares750,459 from 700,470
Change+49,989 (+7%)
Value$44.5M (+$2.7M)
Filed 2026-10-26
TSG Advice Partners, LLC
NEW
Shares730,225
Change+730,225
Value$43.6M
Filed 2026-10-29
Capital Asset Advisory Services LLC
INCREASED
Shares713,315 from 697,980
Change+15,335 (+2%)
Value$40.6M (-$1.1M)
Filed 2026-10-30
Rebalance, LLC
INCREASED
Shares706,562 from 699,190
Change+7,372 (+1%)
Value$41.9M (+$171.5K)
Filed 2026-10-22
FSM Wealth Advisors, LLC
INCREASED
Shares701,677 from 642,882
Change+58,795 (+9%)
Value$41.5M (+$3.1M)
Filed 2026-10-27
Brandywine OAK Private Wealth LLC
DECREASED
Shares689,634 from 692,546
Change-2,912 (0%)
Value$40.9M (-$435.7K)
Filed 2026-10-23
Farther Finance Advisors, LLC
INCREASED
Shares680,585 from 654,631
Change+25,954 (+4%)
Value$40.4M (+$1.3M)
Filed 2026-10-08
OpenArc Corporate Advisory, LLC
INCREASED
Shares680,064 from 679,916
Change+148 (+0%)
Value$40.3M (-$249.6K)
Filed 2026-10-21
Vision Capital Management, Inc.
INCREASED
Shares666,450 from 646,823
Change+19,627 (+3%)
Value$39.5M (+$918.3K)
Filed 2026-10-20
Baker Avenue Asset Management, LP
DECREASED
Shares662,663 from 668,253
Change-5,590 (-1%)
Value$39.3M (-$585.5K)
Filed 2026-11-06
Sepio Capital, LP
INCREASED
Shares659,549 from 649,410
Change+10,139 (+2%)
Value$39.1M (+$354.6K)
Filed 2026-10-22
Kathmere Capital Management, LLC
INCREASED
Shares616,495 from 564,046
Change+52,449 (+9%)
Value$36.6M (+$2.9M)
Filed 2026-10-20
AlphaCore Capital LLC
DECREASED
Shares611,954 from 641,497
Change-29,543 (-5%)
Value$36.3M (-$2.0M)
Filed 2026-11-04
Focused Wealth Management, Inc
INCREASED
Shares608,587 from 590,250
Change+18,337 (+3%)
Value$36.1M (+$863.3K)
Filed 2026-10-30
Center for Financial Planning, Inc.
INCREASED
Shares604,383 from 592,187
Change+12,196 (+2%)
Value$35.8M (+$498.3K)
Filed 2026-10-26
Hudock, Inc.
INCREASED
Shares603,799 from 602,481
Change+1,318 (+0%)
Value$35.8M (-$150.8K)
Filed 2026-10-14
Valeo Financial Advisors, LLC
DECREASED
Shares601,589 from 627,523
Change-25,934 (-4%)
Value$35.7M (-$1.8M)
Filed 2026-10-08
Moody National Bank Trust Division
INCREASED
Shares595,152 from 548,916
Change+46,236 (+8%)
Value$35.3M (+$2.5M)
Filed 2026-10-06
BIP Wealth, LLC
INCREASED
Shares586,400 from 568,711
Change+17,689 (+3%)
Value$34.8M (+$833.0K)
Filed 2026-10-22
Staley Capital Advisers Inc
INCREASED
Shares579,155 from 573,135
Change+6,020 (+1%)
Value$34.3M (+$139.3K)
Filed 2026-11-06
Atria Investments, Inc
INCREASED
Shares569,124 from 567,695
Change+1,429 (+0%)
Value$33.8M (-$131.0K)
Filed 2026-10-15
Tanager Wealth Management LLP
INCREASED
Shares568,095 from 538,659
Change+29,436 (+5%)
Value$33.7M (+$1.5M)
Filed 2026-10-19
WoodTrust Financial Corp
INCREASED
Shares557,800 from 556,067
Change+1,733 (+0%)
Value$33.1K (-$33.2M)
Filed 2026-10-09
Brookstone Capital Management
INCREASED
Shares552,411 from 534,422
Change+17,989 (+3%)
Value$32.8M (+$863.8K)
Filed 2026-10-22
Alps Advisors Inc
DECREASED
Shares547,461 from 562,686
Change-15,225 (-3%)
Value$32.5M (-$1.1M)
Filed 2026-11-03
Garde Capital, Inc.
INCREASED
Shares546,939 from 535,023
Change+11,916 (+2%)
Value$32.4M (+$503.4K)
Filed 2026-10-29
Kwmg, LLC
INCREASED
Shares545,164 from 519,852
Change+25,312 (+5%)
Value$32.3M (+$1.3M)
Filed 2026-10-07
Arbor Investment Advisors, LLC
INCREASED
Shares542,802 from 501,227
Change+41,575 (+8%)
Value$32.2M (+$2.3M)
Filed 2026-10-26
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares534,145 from 323,727
Change+210,418 (+65%)
Value$31.7M (+$12.4M)
Filed 2026-10-20
Hanson & Doremus Investment Management
INCREASED
Shares525,635 from 505,810
Change+19,825 (+4%)
Value$31.2K (-$30.2M)
Filed 2026-10-16
Procyon Advisors, LLC
INCREASED
Shares516,929 from 507,757
Change+9,172 (+2%)
Value$30.7M (+$351.0K)
Filed 2026-10-21
Auto-Owners Insurance Co
DECREASED
Shares505,216 from 1,310,716
Change-805,500 (-61%)
Value$30.0M (-$48.3M)
Filed 2026-10-15
Mutual of America Capital Management LLC
DECREASED
Shares502,570 from 507,672
Change-5,102 (-1%)
Value$29.8M (-$495.5K)
Filed 2026-10-23
Globalt Investments LLC / GA
DECREASED
Shares484,887 from 495,238
Change-10,351 (-2%)
Value$28.8M (-$802.1K)
Filed 2026-10-27
GFS Advisors, LLC
INCREASED
Shares481,509 from 467,147
Change+14,362 (+3%)
Value$28.6M (+$28.4M)
Filed 2026-11-03
UMB Bank, n.a.
DECREASED
Shares475,708 from 507,725
Change-32,017 (-6%)
Value$28.2M (-$2.1M)
Filed 2026-11-06
Legacy Private Trust Co.
INCREASED
Shares463,723 from 463,013
Change+710 (+0%)
Value$27.5M (-$133.8K)
Filed 2026-10-06
Kestra Private Wealth Services, LLC
INCREASED
Shares463,469 from 411,322
Change+52,147 (+13%)
Value$27.5M (+$2.9M)
Filed 2026-11-06
AdvisorNet Financial, Inc
INCREASED
Shares463,413 from 438,347
Change+25,066 (+6%)
Value$27.3M (+$1.1M)
Filed 2026-10-15
Citizens Financial Group Inc
INCREASED
Shares458,576 from 390,325
Change+68,251 (+17%)
Value$27.2M (+$3.9M)
Filed 2026-10-23
Signal Advisors Wealth, LLC
INCREASED
Shares444,696 from 433,722
Change+10,974 (+3%)
Value$26.4M (+$486.0K)
Filed 2026-10-13
Kopp Family Office, LLC
INCREASED
Shares444,624 from 224,815
Change+219,809 (+98%)
Value$13.5M (+$54.9K)
Filed 2026-10-21
Warwick Investment Management, Inc.
INCREASED
Shares442,385 from 211,535
Change+230,850 (+109%)
Value$26.2M (+$13.6M)
Filed 2026-10-19
Jordan Park Group LLC
DECREASED
Shares441,482 from 463,876
Change-22,394 (-5%)
Value$26.2M (-$1.5M)
Filed 2026-11-06
First Bank & Trust
UNCHANGED
Shares430,933 from 430,933
Change0 (0%)
Value$25.6M (-$163.8K)
Filed 2026-10-19
Van Cleef Asset Management,Inc
DECREASED
Shares430,547 from 431,534
Change-987 (0%)
Value$25.5M (-$222.6K)
Filed 2026-10-20
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares415,468 from 395,627
Change+19,841 (+5%)
Value$24.6M (+$1.0M)
Filed 2026-10-14
Aspen Wealth Management LLC
INCREASED
Shares413,000 from 374,483
Change+38,517 (+10%)
Value$24.5M (+$2.1M)
Filed 2026-10-14
EverSource Wealth Advisors, LLC
DECREASED
Shares409,751 from 414,758
Change-5,007 (-1%)
Value$24.3M (-$454.6K)
Filed 2026-11-04
Deutsche Bank Ag\
INCREASED
Shares409,348 from 408,799
Change+549 (+0%)
Value$24.3M (-$122.8K)
Filed 2026-11-06
Beacon Investment Advisory Services, Inc.
INCREASED
Shares407,290 from 372,181
Change+35,109 (+9%)
Value$24.2M (+$1.9M)
Filed 2026-10-13
Foster Group, Inc.
INCREASED
Shares403,075 from 377,917
Change+25,158 (+7%)
Value$23.9M (+$1.3M)
Filed 2026-10-13
Arvest Investments, Inc.
INCREASED
Shares399,855 from 383,621
Change+16,234 (+4%)
Value$23.7M (+$817.1K)
Filed 2026-10-21
Brooklyn FI, LLC
INCREASED
Shares395,327 from 358,719
Change+36,608 (+10%)
Value$22.2M (+$1.2M)
Filed 2026-11-05
Marble Harbor Investment Counsel, LLC
INCREASED
Shares394,052 from 389,924
Change+4,128 (+1%)
Value$23.4M (+$96.7K)
Filed 2026-11-06
AGF Management LTD
INCREASED
Shares391,841 from 382,141
Change+9,700 (+3%)
Value$23.2M (+$430.1K)
Filed 2026-11-03
Simon Quick Advisors, LLC
DECREASED
Shares390,043 from 538,936
Change-148,893 (-28%)
Value$23.1M (-$9.0M)
Filed 2026-10-26
Boston Standard Wealth Management, LLC
INCREASED
Shares387,977 from 382,829
Change+5,148 (+1%)
Value$23.0M (+$265.4K)
Filed 2026-10-07
Nisa Investment Advisors, LLC
UNCHANGED
Shares387,500 from 387,500
Change0 (0%)
Value$23.0M (-$147.3K)
Filed 2026-10-20
SilverOak Wealth Management LLC
INCREASED
Shares385,808 from 375,224
Change+10,584 (+3%)
Value$22.9M (+$485.2K)
Filed 2026-10-29
Kohmann Bosshard Financial Services, LLC
INCREASED
Shares385,135 from 374,418
Change+10,717 (+3%)
Value$22.8M (+$493.3K)
Filed 2026-11-04
MacKenzie Financial Corp
INCREASED
Shares382,423 from 358,898
Change+23,525 (+7%)
Value$22.7M (+$1.3M)
Filed 2026-11-02
Bangor Savings Bank
DECREASED
Shares378,252 from 410,543
Change-32,291 (-8%)
Value$22.4M (-$2.1M)
Filed 2026-10-06
Whitcomb & Hess, Inc.
INCREASED
Shares374,645 from 368,778
Change+5,867 (+2%)
Value$22.2M (+$207.9K)
Filed 2026-10-07
Dorval Corp
INCREASED
Shares369,727 from 355,634
Change+14,093 (+4%)
Value$21.9M (+$700.7K)
Filed 2026-10-29
GP Brinson Investments LLC
UNCHANGED
Shares369,320 from 369,320
Change0 (0%)
Value$21.9M (-$140.3K)
Filed 2026-10-01
Idaho Trust Co
DECREASED
Shares361,847 from 402,658
Change-40,811 (-10%)
Value$21.5M (-$2.6M)
Filed 2026-11-04
Patton Fund Management, Inc.
DECREASED
Shares359,897 from 362,178
Change-2,281 (-1%)
Value$21.3M (-$272.9K)
Filed 2026-10-13
Colony Family Offices, LLC
DECREASED
Shares357,172 from 458,147
Change-100,975 (-22%)
Value$21.2M (-$6.2M)
Filed 2026-10-22
Human Investing LLC
INCREASED
Shares357,128 from 347,177
Change+9,951 (+3%)
Value$21.2M (+$458.2K)
Filed 2026-10-19
Midwest Trust Co
INCREASED
Shares356,897 from 352,764
Change+4,133 (+1%)
Value$21.2M (+$111.1K)
Filed 2026-10-22
Wilmington Savings Fund Society, FSB
DECREASED
Shares353,986 from 370,831
Change-16,845 (-5%)
Value$21.0M (-$1.1M)
Filed 2026-10-23
Stash Investments, LLC
INCREASED
Shares353,974 from 330,293
Change+23,681 (+7%)
Value$21.0M (+$1.3M)
Filed 2026-10-26
Parallel Advisors, LLC
INCREASED
Shares352,813 from 352,547
Change+266 (+0%)
Value$20.9M (-$118.2K)
Filed 2026-11-03
WealthBridge Investment Counsel Inc.
DECREASED
Shares349,750 from 350,860
Change-1,110 (0%)
Value$20.7K (-$199)
Filed 2026-10-13
Mission Wealth Management, LP
DECREASED
Shares345,627 from 379,673
Change-34,046 (-9%)
Value$20.5M (-$2.2M)
Filed 2026-10-15
Bailard, Inc.
INCREASED
Shares344,964 from 325,238
Change+19,726 (+6%)
Value$20.5M (+$1.0M)
Filed 2026-10-13
Praetorian Wealth Management, Inc.
INCREASED
Shares344,221 from 340,814
Change+3,407 (+1%)
Value$20.4M (+$72.7K)
Filed 2026-10-16
Marotta Asset Management
INCREASED
Shares341,384 from 337,606
Change+3,778 (+1%)
Value$20.2M (+$254.5K)
Filed 2026-10-02
Bear Mountain Capital, Inc.
INCREASED
Shares340,675 from 333,463
Change+7,212 (+2%)
Value$19.8M (+$68.4K)
Filed 2026-11-04
Avior Wealth Management, LLC
INCREASED
Shares336,667 from 333,795
Change+2,872 (+1%)
Value$20.0M (+$43.5K)
Filed 2026-10-13
Focus Financial Network, Inc.
INCREASED
Shares333,293 from 327,999
Change+5,294 (+2%)
Value$19.8M (+$189.4K)
Filed 2026-10-14
Parker Financial LLC
INCREASED
Shares332,607 from 321,406
Change+11,201 (+3%)
Value$19.7M (+$475.4K)
Filed 2026-11-05
Asset Management One Co., Ltd.
INCREASED
Shares332,515 from 330,841
Change+1,674 (+1%)
Value$19.7M (-$26.4K)
Filed 2026-10-27
Cantor Fitzgerald Investment Advisors L.P.
INCREASED
Shares331,640 from 328,394
Change+3,246 (+1%)
Value$19.7M (+$67.7K)
Filed 2026-10-21
Lodestar Private Asset Management LLC
INCREASED
Shares330,102 from 317,691
Change+12,411 (+4%)
Value$19.6M (+$615.4K)
Filed 2026-10-26
Investment Partners, Ltd.
INCREASED
Shares327,580 from 160,300
Change+167,280 (+104%)
Value$19.4M (+$9.9M)
Filed 2026-10-29
Shrier Wealth Management, LLC
DECREASED
Shares316,889 from 316,985
Change-96 (0%)
Value$18.8M (-$126.2K)
Filed 2026-10-20
Blankinship & Foster, LLC
DECREASED
Shares311,482 from 311,830
Change-348 (0%)
Value$18.5M (-$139.1K)
Filed 2026-10-19
Petredis Investment Advisors LLC
INCREASED
Shares309,904 from 309,371
Change+533 (+0%)
Value$18.4M (-$85.9K)
Filed 2026-10-20
Oppenheimer & Co Inc
DECREASED
Shares305,739 from 310,532
Change-4,793 (-2%)
Value$18.1M (-$402.3K)
Filed 2026-10-26
Nations Financial Group Inc,
DECREASED
Shares305,370 from 305,790
Change-420 (0%)
Value$18.1M (-$141.1K)
Filed 2026-11-05
Robinswood Financial LLC
DECREASED
Shares304,337 from 317,066
Change-12,729 (-4%)
Value$17.7M (-$1.3M)
Filed 2026-10-20
J.W. Cole Advisors, Inc.
INCREASED
Shares302,854 from 292,530
Change+10,324 (+4%)
Value$18.0M (+$501.1K)
Filed 2026-11-05
Meridian Management Co
DECREASED
Shares301,972 from 304,758
Change-2,786 (-1%)
Value$17.9M (-$281.0K)
Filed 2026-11-06
Jnba Financial Advisors
DECREASED
Shares300,454 from 303,085
Change-2,631 (-1%)
Value$17.8M (-$271.2K)
Filed 2026-11-03
MinichMacGregor Wealth Management, LLC
DECREASED
Shares300,422 from 388,350
Change-87,928 (-23%)
Value$17.8M (-$5.4M)
Filed 2026-10-14
Partners in Financial Planning
DECREASED
Shares296,690 from 302,899
Change-6,209 (-2%)
Value$17.6M (-$483.4K)
Filed 2026-11-06
Thrivent Financial for Lutherans
DECREASED
Shares295,943 from 323,092
Change-27,149 (-8%)
Value$17.5K (-$19.2M)
Filed 2026-11-05
Gleason Group, Inc.
INCREASED
Shares291,510 from 290,977
Change+533 (+0%)
Value$17.3M (-$78.9K)
Filed 2026-10-15
Evolution Advisers, Inc.
INCREASED
Shares290,209 from 280,908
Change+9,301 (+3%)
Value$17.1M (+$327.2K)
Filed 2026-11-06
JFS Wealth Advisors, LLC
INCREASED
Shares289,813 from 284,308
Change+5,505 (+2%)
Value$17.2M (+$218.4K)
Filed 2026-11-03
Rochester Wealth Strategies, LLC
INCREASED
Shares289,689 from 282,436
Change+7,253 (+3%)
Value$17.2M (+$322.9K)
Filed 2026-11-03
Stonehearth Capital Management, LLC
INCREASED
Shares288,902 from 287,905
Change+997 (+0%)
Value$17.1M (-$50.3K)
Filed 2026-10-13
Tectonic Advisors LLC
INCREASED
Shares288,576 from 281,539
Change+7,037 (+3%)
Value$17.1M (+$310.4K)
Filed 2026-10-22
WestHill Financial Advisors, Inc.
INCREASED
Shares287,900 from 283,550
Change+4,350 (+2%)
Value$17.1M (+$150.3K)
Filed 2026-10-14
Midwest Financial Partners Investments, Inc.
INCREASED
Shares287,813 from 269,821
Change+17,992 (+7%)
Value$17.1M (+$964.6K)
Filed 2026-10-08
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED
Shares285,928 from 288,101
Change-2,173 (-1%)
Value$17.0M (-$238.3K)
Filed 2026-10-27
Park Avenue Securities LLC
INCREASED
Shares284,544 from 257,279
Change+27,265 (+11%)
Value$16.9K (-$15.3M)
Filed 2026-10-26
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares281,612 from 291,559
Change-9,947 (-3%)
Value$16.7M (-$700.7K)
Filed 2026-10-05
Keener Financial Planning LLC
INCREASED
Shares281,226 from 268,016
Change+13,210 (+5%)
Value$16.7M (+$682.5K)
Filed 2026-11-06
Wrenne Financial Planning LLC
INCREASED
Shares279,742 from 265,063
Change+14,679 (+6%)
Value$16.6M (+$769.9K)
Filed 2026-10-30
Associated Banc-Corp
DECREASED
Shares279,077 from 280,219
Change-1,142 (0%)
Value$16.6M (-$174.2K)
Filed 2026-10-30
Conrad Siegel Investment Advisors, Inc.
INCREASED
Shares278,987 from 260,890
Change+18,097 (+7%)
Value$16.5M (+$974.2K)
Filed 2026-10-08
Mirae Asset Global Investments Co., Ltd.
DECREASED
Shares278,326 from 307,741
Change-29,415 (-10%)
Value$16.5M (-$1.9M)
Filed 2026-11-03
Barry Investment Advisors, LLC
INCREASED
Shares277,757 from 236,886
Change+40,871 (+17%)
Value$16.5M (+$2.3M)
Filed 2026-10-14
Financial Life Advisors
INCREASED
Shares271,002 from 261,862
Change+9,140 (+3%)
Value$16.1M (+$442.6K)
Filed 2026-10-14
Moller Wealth Partners
INCREASED
Shares269,622 from 269,212
Change+410 (+0%)
Value$16.0M (-$78.0K)
Filed 2026-10-15
Charles Schwab Trust Co
INCREASED
Shares267,482 from 252,490
Change+14,992 (+6%)
Value$15.9M (+$793.2K)
Filed 2026-10-15
Dynamic Advisor Solutions LLC
DECREASED
Shares261,919 from 261,973
Change-54 (0%)
Value$15.5M (-$102.8K)
Filed 2026-10-13
RTD Financial Advisors, Inc.
DECREASED
Shares261,193 from 262,377
Change-1,184 (0%)
Value$15.5M (-$170.0K)
Filed 2026-10-09
Kings Path Partners LLC
INCREASED
Shares258,750 from 257,588
Change+1,162 (+0%)
Value$15.3M (-$28.9K)
Filed 2026-10-21
LCW Services, LLC
INCREASED
Shares257,783 from 240,516
Change+17,267 (+7%)
Value$15.3M (+$932.7K)
Filed 2026-10-21
Arcataur Capital Management LLC
DECREASED
Shares256,785 from 256,968
Change-183 (0%)
Value$15.2M (-$108.5K)
Filed 2026-10-21
Tamar Securities, LLC
INCREASED
Shares256,260 from 226,885
Change+29,375 (+13%)
Value$15.2M (+$1.7M)
Filed 2026-11-03
Sarasin & Partners LLP
INCREASED
Shares255,446 from 250,863
Change+4,583 (+2%)
Value$15.2M (+$176.5K)
Filed 2026-10-13
Kendall Capital Management
INCREASED
Shares254,923 from 246,028
Change+8,895 (+4%)
Value$15.1M (+$434.1K)
Filed 2026-10-23
Twele Capital Management, Inc.
INCREASED
Shares254,540 from 253,446
Change+1,094 (+0%)
Value$15.1M (-$31.4K)
Filed 2026-10-13
SigFig Wealth Management, LLC
DECREASED
Shares250,698 from 252,981
Change-2,283 (-1%)
Value$14.9M (-$102.6K)
Filed 2026-10-07
Penobscot Wealth Management
INCREASED
Shares248,230 from 236,983
Change+11,247 (+5%)
Value$14.7M (+$577.0K)
Filed 2026-10-21
Ferguson Wellman Capital Management, Inc
DECREASED
Shares247,766 from 251,642
Change-3,876 (-2%)
Value$14.7M (-$325.5K)
Filed 2026-10-05
SBI Securities Co., Ltd.
INCREASED
Shares246,479 from 243,770
Change+2,709 (+1%)
Value$14.6M (+$68.0K)
Filed 2026-10-22
Magnus Financial Group LLC
INCREASED
Shares245,869 from 242,918
Change+2,951 (+1%)
Value$14.6M (+$82.7K)
Filed 2026-10-21
Fluent Financial, LLC
INCREASED
Shares244,445 from 171,441
Change+73,004 (+43%)
Value$14.5M (+$4.3M)
Filed 2026-10-13
CFS Investment Advisory Services, LLC
INCREASED
Shares244,390 from 231,939
Change+12,451 (+5%)
Value$14.8M (+$1.1M)
Filed 2026-10-19
BAR Harbor Wealth Management
INCREASED
Shares243,595 from 242,348
Change+1,247 (+1%)
Value$14.4M (-$18.1K)
Filed 2026-10-21
Certuity, LLC
INCREASED
Shares243,019 from 191,106
Change+51,913 (+27%)
Value$14.4M (+$3.0M)
Filed 2026-11-02
Frontier Asset Management, LLC
DECREASED
Shares242,580 from 245,071
Change-2,491 (-1%)
Value$14.4M (-$240.9K)
Filed 2026-10-28
Signature Estate & Investment Advisors LLC
INCREASED
Shares241,152 from 239,633
Change+1,519 (+1%)
Value$14.3M (-$1.0K)
Filed 2026-10-13
Brindle & Bay Financial Advisors, LLC
INCREASED
Shares239,528 from 195,316
Change+44,212 (+23%)
Value$14.2M (+$2.5M)
Filed 2026-10-15
Bishop & Co Investment Management, LLC
INCREASED
Shares238,210 from 236,869
Change+1,341 (+1%)
Value$14.1M (-$10.5K)
Filed 2026-11-05
Merit Financial Group, LLC
INCREASED
Shares237,572 from 215,425
Change+22,147 (+10%)
Value$14.1M (+$1.2M)
Filed 2026-11-06
Mesirow Financial Investment Management, Inc.
INCREASED
Shares237,354 from 236,093
Change+1,261 (+1%)
Value$14.1M (-$15.0K)
Filed 2026-11-05
Riversedge Advisors, LLC
DECREASED
Shares235,719 from 391,831
Change-156,112 (-40%)
Value$14.0M (-$9.4M)
Filed 2026-10-09
Define Financial, LLC
INCREASED
Shares232,542 from 215,803
Change+16,739 (+8%)
Value$13.8M (+$910.8K)
Filed 2026-10-14
Coastline Trust Co
DECREASED
Shares232,157 from 235,694
Change-3,537 (-1%)
Value$13.8M (-$299.3K)
Filed 2026-10-01
Larson Financial Group LLC
DECREASED
Shares231,820 from 238,737
Change-6,917 (-3%)
Value$13.7M (-$500.9K)
Filed 2026-11-05
Retirement Financial Solutions, LLC
DECREASED
Shares230,622 from 314,873
Change-84,251 (-27%)
Value$13.7M (-$5.1M)
Filed 2026-10-20
Summit Global Investments
INCREASED
Shares230,160 from 209,959
Change+20,201 (+10%)
Value$13.7K (-$12.5M)
Filed 2026-10-28
Grove Bank & Trust
INCREASED
Shares229,334 from 227,564
Change+1,770 (+1%)
Value$13.6M (+$18.5K)
Filed 2026-10-08
Anderson Hoagland & Co
INCREASED
Shares227,701 from 226,105
Change+1,596 (+1%)
Value$12.9M (-$551.4K)
Filed 2026-10-23
Money Concepts Capital Corp
INCREASED
Shares227,426 from 216,777
Change+10,649 (+5%)
Value$13.5M (+$549.3K)
Filed 2026-11-06
Reap Financial Group, LLC
INCREASED
Shares224,726 from 219,799
Change+4,927 (+2%)
Value$13.3M (+$208.7K)
Filed 2026-11-02
Northeast Investment Management
INCREASED
Shares222,570 from 212,960
Change+9,610 (+5%)
Value$13.2M (+$489.0K)
Filed 2026-10-30
180 Wealth Advisors, LLC
INCREASED
Shares220,479 from 217,753
Change+2,726 (+1%)
Value$13.1M (+$78.9K)
Filed 2026-11-03
Three Bridge Wealth Advisors, LLC
INCREASED
Shares220,385 from 214,422
Change+5,963 (+3%)
Value$13.1M (+$272.2K)
Filed 2026-11-05
IFG Advisors, LLC
DECREASED
Shares220,350 from 222,382
Change-2,032 (-1%)
Value$13.1M (-$205.1K)
Filed 2026-10-15
Arcadia Wealth Management, LLC
DECREASED
Shares218,043 from 240,645
Change-22,602 (-9%)
Value$12.9M (-$1.4M)
Filed 2026-10-22
Old Mission Investment Co LLC
INCREASED
Shares217,981 from 217,902
Change+79 (+0%)
Value$12.9M (-$78.1K)
Filed 2026-10-22
eCIO, Inc.
NEW
Shares216,367
Change+216,367
Value$13.1M
Filed 2026-11-02
Cairn Investment Group, Inc.
DECREASED
Shares215,482 from 217,342
Change-1,860 (-1%)
Value$12.8K (-$13.0M)
Filed 2026-11-04
FF Advisors,LLC
INCREASED
Shares215,237 from 212,872
Change+2,365 (+1%)
Value$12.8M (+$59.4K)
Filed 2026-10-21
Soltis Investment Advisors LLC
INCREASED
Shares215,177 from 204,645
Change+10,532 (+5%)
Value$12.8M (+$546.8K)
Filed 2026-10-28
Affiance Financial, LLC
INCREASED
Shares213,762 from 212,407
Change+1,355 (+1%)
Value$12.7M (-$335)
Filed 2026-10-15
Roberts Wealth Advisors, LLC
INCREASED
Shares210,902 from 209,105
Change+1,797 (+1%)
Value$12.5M (+$27.1K)
Filed 2026-10-14
VCI Wealth Management LLC
INCREASED
Shares209,935 from 200,329
Change+9,606 (+5%)
Value$12.5M (+$493.7K)
Filed 2026-10-29
Hurlow Wealth Management Group, Inc.
INCREASED
Shares208,764 from 208,177
Change+587 (+0%)
Value$12.4M (-$44.3K)
Filed 2026-10-29
Serenity Investment Advisors
DECREASED
Shares207,320 from 208,575
Change-1,255 (-1%)
Value$12.3M (-$222.6K)
Filed 2026-10-30
Tarbox Family Office, Inc.
DECREASED
Shares206,443 from 206,982
Change-539 (0%)
Value$12.2M (-$110.6K)
Filed 2026-10-23
MGO One Seven LLC
DECREASED
Shares206,089 from 211,752
Change-5,663 (-3%)
Value$12.2M (-$416.3K)
Filed 2026-10-28
Central Trust Co
DECREASED
Shares205,552 from 211,512
Change-5,960 (-3%)
Value$12.2M (-$433.9K)
Filed 2026-11-05
Private Client Services, LLC
DECREASED
Shares205,012 from 205,611
Change-599 (0%)
Value$12.2M (-$113.7K)
Filed 2026-10-02
CoreCap Advisors, LLC
INCREASED
Shares203,475 from 194,896
Change+8,579 (+4%)
Value$12.1M (+$434.8K)
Filed 2026-10-08
Fairway Wealth LLC
INCREASED
Shares203,054 from 174,419
Change+28,635 (+16%)
Value$12.0M (+$1.6M)
Filed 2026-10-30
Watershed Private Wealth LLC
INCREASED
Shares201,723 from 177,470
Change+24,253 (+14%)
Value$12.0M (+$1.4M)
Filed 2026-10-30
Everhart Financial Group, Inc.
DECREASED
Shares201,314 from 210,158
Change-8,844 (-4%)
Value$11.9M (-$604.4K)
Filed 2026-10-08
St. Louis Trust Co
INCREASED
Shares198,578 from 197,689
Change+889 (+0%)
Value$11.8M (+$1.7M)
Filed 2026-11-03
Brown Wealth Management, LLC
INCREASED
Shares197,179 from 191,994
Change+5,185 (+3%)
Value$11.7M (+$234.6K)
Filed 2026-10-20
Freedom Financial Partners LLC
INCREASED
Shares196,932 from 188,385
Change+8,547 (+5%)
Value$11.7M (+$435.3K)
Filed 2026-10-19
Creative Financial Designs Inc
INCREASED
Shares196,715 from 187,174
Change+9,541 (+5%)
Value$11.7M (+$494.7K)
Filed 2026-11-04
Ariston Services Group
INCREASED
Shares196,465 from 196,446
Change+19 (+0%)
Value$11.7M (-$73.5K)
Filed 2026-10-16
Cypress Financial Planning LLC
INCREASED
Shares195,168 from 194,151
Change+1,017 (+1%)
Value$11.6M (-$13.5K)
Filed 2026-10-09
Fifth Third Wealth Advisors LLC
DECREASED
Shares194,977 from 194,987
Change-10 (0%)
Value$11.6M (-$74.7K)
Filed 2026-10-22
Ashton Thomas Private Wealth, LLC
INCREASED
Shares194,784 from 180,176
Change+14,608 (+8%)
Value$11.6M (+$797.9K)
Filed 2026-11-03
Cordoba Advisory Partners LLC
INCREASED
Shares194,622 from 187,121
Change+7,501 (+4%)
Value$11.5M (+$373.8K)
Filed 2026-10-19
Cambridge Advisors Inc.
INCREASED
Shares194,552 from 193,518
Change+1,034 (+1%)
Value$11.5M (-$12.2K)
Filed 2026-10-19
Allspring Global Investments Holdings, LLC
DECREASED
Shares191,386 from 204,062
Change-12,676 (-6%)
Value$11.3M (-$787.0K)
Filed 2026-11-04
Sterling Wealth Management, Inc.
DECREASED
Shares191,192 from 191,948
Change-756 (0%)
Value$11.3M (-$117.8K)
Filed 2026-10-23
Pachira Investments Inc.
INCREASED
Shares189,104 from 162,264
Change+26,840 (+17%)
Value$11.2M (+$1.5M)
Filed 2026-10-14
Myecfo, LLC
INCREASED
Shares187,703 from 182,620
Change+5,083 (+3%)
Value$11.1M (+$232.1K)
Filed 2026-10-14
Thrive Capital Management, LLC
DECREASED
Shares184,469 from 207,936
Change-23,467 (-11%)
Value$10.9M (-$1.5M)
Filed 2026-10-28
VestGen Advisors, LLC
DECREASED
Shares184,196 from 210,390
Change-26,194 (-12%)
Value$10.9M (-$1.6M)
Filed 2026-10-27
Wesbanco Bank Inc
DECREASED
Shares183,819 from 255,838
Change-72,019 (-28%)
Value$10.9M (-$4.4M)
Filed 2026-11-04
Legacies Wealth LLC
INCREASED
Shares183,347 from 181,522
Change+1,825 (+1%)
Value$10.9M (+$39.3K)
Filed 2026-11-02
Newton One Investments LLC
INCREASED
Shares182,446 from 180,916
Change+1,530 (+1%)
Value$10.8M (+$22.0K)
Filed 2026-10-14
Sage Rhino Capital LLC
INCREASED
Shares182,424 from 178,578
Change+3,846 (+2%)
Value$10.8M (+$160.2K)
Filed 2026-10-28
Rareview Capital LLC
INCREASED
Shares181,540 from 158,809
Change+22,731 (+14%)
Value$10.8M (+$2.9M)
Filed 2026-11-05
Old Second National Bank of Aurora
DECREASED
Shares181,299 from 183,240
Change-1,941 (-1%)
Value$10.8M (-$184.8K)
Filed 2026-10-22
Tortoise Investment Management, LLC
DECREASED
Shares181,002 from 181,484
Change-482 (0%)
Value$10.7M (-$97.5K)
Filed 2026-11-06
Avantax Planning Partners, Inc.
DECREASED
Shares180,708 from 192,975
Change-12,267 (-6%)
Value$10.7M (-$800.9K)
Filed 2026-11-03
Proathlete Wealth Management LLC
INCREASED
Shares180,362 from 165,953
Change+14,409 (+9%)
Value$10.7M (+$791.0K)
Filed 2026-10-15
Echo45 Advisors LLC
INCREASED
Shares179,451 from 179,178
Change+273 (+0%)
Value$10.6M (-$51.9K)
Filed 2026-10-07
Beacon Advisors Holdings, LLC
DECREASED
Shares178,966 from 179,552
Change-586 (0%)
Value$10.6M (-$102.9K)
Filed 2026-10-27
Cranbrook Wealth Management, LLC
DECREASED
Shares178,691 from 180,178
Change-1,487 (-1%)
Value$10.6M (-$156.7K)
Filed 2026-10-28
Aurelius Family Office LLC
INCREASED
Shares178,617 from 173,692
Change+4,925 (+3%)
Value$10.6M (+$226.1K)
Filed 2026-10-23
Mechanics Bank Trust Department
INCREASED
Shares178,511 from 157,733
Change+20,778 (+13%)
Value$10.6M (+$1.2M)
Filed 2026-10-13
Advocate Group LLC
INCREASED
Shares178,192 from 168,611
Change+9,581 (+6%)
Value$10.6M (+$504.2K)
Filed 2026-10-19
Trust Co of Vermont
INCREASED
Shares177,698 from 167,562
Change+10,136 (+6%)
Value$10.5M (+$537.5K)
Filed 2026-10-21
TMB Capital Partners, LLC
INCREASED
Shares176,677 from 167,068
Change+9,609 (+6%)
Value$10.5M (+$506.4K)
Filed 2026-10-20
Aspiriant, LLC
INCREASED
Shares175,811 from 162,170
Change+13,641 (+8%)
Value$10.4M (+$747.2K)
Filed 2026-10-16
Smith & Howard Wealth Management, LLC
INCREASED
Shares175,738 from 175,132
Change+606 (+0%)
Value$10.4M (-$30.6K)
Filed 2026-10-27
Plancorp, LLC
INCREASED
Shares173,633 from 170,724
Change+2,909 (+2%)
Value$9.6M (-$398.5K)
Filed 2026-11-03
Atmos Advisory, LLC
INCREASED
Shares173,000 from 171,801
Change+1,199 (+1%)
Value$10.3M (+$5.8K)
Filed 2026-10-06
Claro Advisors Inc.
INCREASED
Shares172,824 from 168,361
Change+4,463 (+3%)
Value$10.3M (+$200.7K)
Filed 2026-11-02
Aletheian Wealth Advisors LLC
INCREASED
Shares170,057 from 164,003
Change+6,054 (+4%)
Value$10.1M (+$296.8K)
Filed 2026-10-08
IFP Advisors, Inc
DECREASED
Shares168,872 from 169,501
Change-629 (0%)
Value$10.0M (-$101.7K)
Filed 2026-10-16
Integrated Advisors Network LLC
DECREASED
Shares167,444 from 168,859
Change-1,415 (-1%)
Value$9.9M (-$148.1K)
Filed 2026-10-20
Stonekeep Investments, LLC
INCREASED
Shares167,379 from 160,433
Change+6,946 (+4%)
Value$9.9M (+$9.9M)
Filed 2026-10-15
XY Planning Network, Inc.
INCREASED
Shares165,992 from 163,066
Change+2,926 (+2%)
Value$9.8M (+$111.5K)
Filed 2026-10-14
Robertson Stephens Wealth Management, LLC
DECREASED
Shares164,043 from 167,853
Change-3,810 (-2%)
Value$9.7M (-$289.8K)
Filed 2026-10-16
Jefferies Financial Group Inc.
INCREASED
Shares163,321 from 161,488
Change+1,833 (+1%)
Value$9.7M (+$47.4K)
Filed 2026-11-05
Courier Capital LLC
DECREASED
Shares163,183 from 164,500
Change-1,317 (-1%)
Value$9.7M (-$140.6K)
Filed 2026-10-19
PFW Advisors LLC
DECREASED
Shares162,905 from 165,149
Change-2,244 (-1%)
Value$9.7M (-$195.8K)
Filed 2026-10-07
NLB Skladi, upravljanje premozenja, d.o.o.
INCREASED
Shares162,777 from 157,845
Change+4,932 (+3%)
Value$9.7M (+$232.5K)
Filed 2026-10-22
Abacus Planning Group, Inc.
INCREASED
Shares161,475 from 159,639
Change+1,836 (+1%)
Value$9.6M (+$48.2K)
Filed 2026-11-02
Principal Financial Group Inc
DECREASED
Shares161,199 from 162,972
Change-1,773 (-1%)
Value$9.6M (-$167.1K)
Filed 2026-11-02
Clearstead Advisors, LLC
INCREASED
Shares160,882 from 149,458
Change+11,424 (+8%)
Value$9.5M (+$620.8K)
Filed 2026-11-06
BlueSky Wealth Advisors, LLC
DECREASED
Shares160,258 from 163,505
Change-3,247 (-2%)
Value$9.5M (-$254.7K)
Filed 2026-10-29
4Thought Financial Group Inc.
DECREASED
Shares159,033 from 160,051
Change-1,018 (-1%)
Value$9.4M (-$121.2K)
Filed 2026-11-02
HUB Investment Partners, LLC
INCREASED
Shares158,712 from 156,359
Change+2,353 (+2%)
Value$9.4M (+$80.2K)
Filed 2026-11-03
Perigon Wealth Management, LLC
INCREASED
Shares158,635 from 151,626
Change+7,009 (+5%)
Value$9.4M (+$358.1K)
Filed 2026-10-22
James J. Burns & Company, LLC
INCREASED
Shares157,875 from 146,149
Change+11,726 (+8%)
Value$9.4M (+$640.0K)
Filed 2026-10-22
Hiley Hunt Wealth Management
INCREASED
Shares157,449 from 152,521
Change+4,928 (+3%)
Value$9.3M (+$234.3K)
Filed 2026-10-08
Capital Investment Advisors, LLC
DECREASED
Shares156,358 from 380,198
Change-223,840 (-59%)
Value$9.3M (-$13.4M)
Filed 2026-10-22
Wallington Asset Management, LLC
DECREASED
Shares155,404 from 155,651
Change-247 (0%)
Value$9.2M (-$73.8K)
Filed 2026-11-04
Level Wealth Management LLC
INCREASED
Shares155,148 from 150,938
Change+4,210 (+3%)
Value$9.2M (+$192.3K)
Filed 2026-10-23
SkyOak Wealth, LLC
INCREASED
Shares154,751 from 147,895
Change+6,856 (+5%)
Value$9.2M (+$350.4K)
Filed 2026-10-28
Courage Miller Partners, LLC
INCREASED
Shares154,560 from 152,857
Change+1,703 (+1%)
Value$9.2M (+$42.9K)
Filed 2026-10-21
Founders Grove Wealth Partners, LLC
INCREASED
Shares153,335 from 152,127
Change+1,208 (+1%)
Value$9.1M (+$13.8K)
Filed 2026-10-16
Prosperity Advisers, LLC
INCREASED
Shares151,889 from 141,646
Change+10,243 (+7%)
Value$9.0M (+$553.7K)
Filed 2026-10-28
Seneca Financial Advisors LLC
INCREASED
Shares151,518 from 145,091
Change+6,427 (+4%)
Value$9.0M (+$326.1K)
Filed 2026-10-28
Beacon Financial Group
DECREASED
Shares151,349 from 214,183
Change-62,834 (-29%)
Value$9.0M (-$3.8M)
Filed 2026-10-19
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares151,267 from 161,637
Change-10,370 (-6%)
Value$9.0M (-$676.4K)
Filed 2026-10-13
Ritholtz Wealth Management
DECREASED
Shares151,049 from 158,248
Change-7,199 (-5%)
Value$9.0M (-$487.1K)
Filed 2026-11-05
Kitching Partners, LLC
INCREASED
Shares150,247 from 116,117
Change+34,130 (+29%)
Value$8.9M (+$2.0M)
Filed 2026-11-02
Henshaw Capital LLC
UNCHANGED
Shares150,000 from 150,000
Change0 (0%)
Value$8.9M (-$57.0K)
Filed 2026-11-03
HB Wealth Management, LLC
INCREASED
Shares149,976 from 121,465
Change+28,511 (+23%)
Value$8.9M (+$1.6M)
Filed 2026-10-23
Zeit Capital LLC
DECREASED
Shares149,160 from 150,703
Change-1,543 (-1%)
Value$8.8M (-$148.7K)
Filed 2026-10-19
Parr Mcknight Wealth Management Group, LLC
DECREASED
Shares147,092 from 152,499
Change-5,407 (-4%)
Value$8.7M (-$378.6K)
Filed 2026-10-30
Ocean Park Asset Management, LLC
DECREASED
Shares146,760 from 148,752
Change-1,992 (-1%)
Value$8.7M (-$174.7K)
Filed 2026-10-21
First Premier Bank
INCREASED
Shares146,744 from 139,827
Change+6,917 (+5%)
Value$8.7K (+$357)
Filed 2026-10-13
Hillcrest Wealth Advisors - NY, LLC
INCREASED
Shares145,791 from 143,416
Change+2,375 (+2%)
Value$8.6M (+$86.4K)
Filed 2026-10-22
Guardian Wealth Advisors, LLC
INCREASED
Shares145,318 from 141,280
Change+4,038 (+3%)
Value$8.3M (-$174.6K)
Filed 2026-10-30
Discipline Wealth Solutions, LLC
INCREASED
Shares144,755 from 138,366
Change+6,389 (+5%)
Value$8.6M (+$326.3K)
Filed 2026-10-14
1834 Investment Advisors Co
INCREASED
Shares141,709 from 130,197
Change+11,512 (+9%)
Value$8.4M (+$633.3K)
Filed 2026-10-16
Bay Harbor Wealth Management, LLC
INCREASED
Shares141,109 from 137,466
Change+3,643 (+3%)
Value$8.4M (+$163.8K)
Filed 2026-11-03
Fifth Third Securities, Inc.
INCREASED
Shares138,732 from 111,573
Change+27,159 (+24%)
Value$8.2M (+$1.6M)
Filed 2026-10-21
Pinnacle Associates LTD
INCREASED
Shares138,044 from 137,454
Change+590 (+0%)
Value$8.2M (-$17.2K)
Filed 2026-10-20
Central Bank & Trust Co
DECREASED
Shares137,752 from 138,052
Change-300 (0%)
Value$8.2M (-$70.3K)
Filed 2026-10-09
Venture Visionary Partners LLC
INCREASED
Shares135,800 from 104,638
Change+31,162 (+30%)
Value$8.1M (+$1.8M)
Filed 2026-10-07
Birch Hill Investment Advisors LLC
INCREASED
Shares134,231 from 133,272
Change+959 (+1%)
Value$8.0M (+$6.2K)
Filed 2026-10-16
Walkner Condon Financial Advisors LLC
INCREASED
Shares134,049 from 127,359
Change+6,690 (+5%)
Value$8.0M (+$348.4K)
Filed 2026-11-02
Rodgers & Associates, LTD
INCREASED
Shares133,799 from 132,163
Change+1,636 (+1%)
Value$7.9M (+$46.8K)
Filed 2026-10-20
Schwallier Wealth Management LLC
INCREASED
Shares133,630 from 125,922
Change+7,708 (+6%)
Value$7.9M (+$409.3K)
Filed 2026-11-05
Apollon Wealth Management, LLC
DECREASED
Shares131,939 from 136,213
Change-4,274 (-3%)
Value$7.8M (-$305.2K)
Filed 2026-10-23
Addis & Hill, Inc
UNCHANGED
Shares131,101 from 131,101
Change0 (0%)
Value$7.8M ($0)
Filed 2026-10-19
Global Wealth Strategies & Associates
INCREASED
Shares129,873 from 121,502
Change+8,371 (+7%)
Value$7.7M (+$450.3K)
Filed 2026-10-02
Abound Wealth Management
DECREASED
Shares129,845 from 130,464
Change-619 (0%)
Value$7.7M (-$86.3K)
Filed 2026-10-26
Auour Investments LLC
DECREASED
Shares129,713 from 130,096
Change-383 (0%)
Value$7.7M (-$72.2K)
Filed 2026-10-28
Stephenson & Company, Inc.
INCREASED
Shares129,398 from 125,603
Change+3,795 (+3%)
Value$7.7M (+$177.4K)
Filed 2026-10-30
Angeles Investment Advisors, LLC
INCREASED
Shares129,140 from 92,081
Change+37,059 (+40%)
Value$7.7M (+$2.2M)
Filed 2026-10-22
Hilltop National Bank
INCREASED
Shares127,321 from 115,122
Change+12,199 (+11%)
Value$7.6M (+$679.8K)
Filed 2026-10-14
Kearns & Associates LLC
INCREASED
Shares127,173 from 125,038
Change+2,135 (+2%)
Value$7.5M (+$79.1K)
Filed 2026-10-09
Ameraudi Asset Management, Inc.
DECREASED
Shares127,043 from 130,723
Change-3,680 (-3%)
Value$7.5M (-$267.9K)
Filed 2026-11-05
Frank, Rimerman Advisors LLC
UNCHANGED
Shares127,007 from 127,007
Change0 (0%)
Value$7.5M (-$48.3K)
Filed 2026-10-16
Parkside Financial Bank & Trust
DECREASED
Shares126,727 from 129,255
Change-2,528 (-2%)
Value$7.5M (-$199.0K)
Filed 2026-10-27
Tenret Co LLC
NEW
Shares126,422
Change+126,422
Value$7.5M
Filed 2026-11-02
Pinnacle Wealth Management Advisory Group, LLC
DECREASED
Shares124,964 from 125,042
Change-78 (0%)
Value$7.4M (-$52.1K)
Filed 2026-10-23
LVW Advisors, LLC
DECREASED
Shares123,502 from 148,363
Change-24,861 (-17%)
Value$7.3M (-$1.5M)
Filed 2026-10-19
HT Partners LLC
DECREASED
Shares123,408 from 123,457
Change-49 (0%)
Value$7.3M (-$49.8K)
Filed 2026-10-20
Gladwyn Financial Advisors, Inc.
DECREASED
Shares123,240 from 123,477
Change-237 (0%)
Value$7.3M (-$60.9K)
Filed 2026-10-05
Strategic Blueprint, LLC
DECREASED
Shares122,765 from 123,606
Change-841 (-1%)
Value$7.3M (-$96.9K)
Filed 2026-10-22
Cherry Tree Wealth Management, LLC
DECREASED
Shares122,199 from 128,061
Change-5,862 (-5%)
Value$7.2M (-$396.3K)
Filed 2026-10-15
Waters Parkerson & Co., LLC
INCREASED
Shares121,682 from 121,270
Change+412 (+0%)
Value$7.2M (-$21.6K)
Filed 2026-11-04
Seven Bridges Advisors LLC
INCREASED
Shares121,582 from 121,356
Change+226 (+0%)
Value$7.2M (-$32.7K)
Filed 2026-10-07
Level Financial Advisors
INCREASED
Shares121,231 from 118,209
Change+3,022 (+3%)
Value$7.2M (+$134.3K)
Filed 2026-10-13
Cornerstone Wealth Advisors, Inc.
INCREASED
Shares119,865 from 119,197
Change+668 (+1%)
Value$7.1M (-$5.7K)
Filed 2026-10-16
Atlantic Edge Private Wealth Management, LLC
INCREASED
Shares119,644 from 113,403
Change+6,241 (+6%)
Value$7.1M (+$327.1K)
Filed 2026-10-20
Zions Bancorporation, National Association
DECREASED
Shares119,295 from 124,106
Change-4,811 (-4%)
Value$7.1M (-$332.5K)
Filed 2026-11-06
Woodstock Corp
DECREASED
Shares119,217 from 119,292
Change-75 (0%)
Value$7.1M (-$49.8K)
Filed 2026-10-13
Brighton Jones LLC
INCREASED
Shares118,906 from 86,820
Change+32,086 (+37%)
Value$7.1M (+$1.9M)
Filed 2026-11-03
Rose Capital Advisors LLC
INCREASED
Shares118,183 from 116,148
Change+2,035 (+2%)
Value$7.0M (+$76.6K)
Filed 2026-11-04
1900 Wealth Management LLC
INCREASED
Shares117,992 from 117,531
Change+461 (+0%)
Value$7.0M (-$17.3K)
Filed 2026-10-13
Aspire Private Capital, LLC
DECREASED
Shares117,911 from 123,177
Change-5,266 (-4%)
Value$7.0M (-$359.1K)
Filed 2026-11-05
First Citizens Bank & Trust Co
INCREASED
Shares117,024 from 107,502
Change+9,522 (+9%)
Value$6.9M (+$523.9K)
Filed 2026-10-14
NorthCrest Asset Manangement, LLC
INCREASED
Shares115,049 from 105,579
Change+9,470 (+9%)
Value$6.8M (+$518.5K)
Filed 2026-10-13
Warner Financial, Inc
INCREASED
Shares114,886 from 110,483
Change+4,403 (+4%)
Value$6.8M (+$219.2K)
Filed 2026-11-06
Motive Wealth Advisors
INCREASED
Shares114,249 from 111,824
Change+2,425 (+2%)
Value$6.8M (+$101.3K)
Filed 2026-10-26
Oliver Luxxe Assets LLC
DECREASED
Shares114,111 from 119,138
Change-5,027 (-4%)
Value$6.8M (-$343.4K)
Filed 2026-10-14
Landmark Wealth Management, LLC
INCREASED
Shares113,696 from 111,203
Change+2,493 (+2%)
Value$6.7M (+$105.6K)
Filed 2026-11-03
Parthenon LLC
INCREASED
Shares113,506 from 112,336
Change+1,170 (+1%)
Value$6.7M (+$26.7K)
Filed 2026-10-22
Trust Co
INCREASED
Shares113,279 from 108,515
Change+4,764 (+4%)
Value$6.7M (+$241.3K)
Filed 2026-10-09
LBJ Family Wealth Advisors, Ltd.
INCREASED
Shares113,274 from 111,715
Change+1,559 (+1%)
Value$6.7K (+$107)
Filed 2026-10-01
Schaper Benz & Wise Investment Counsel Inc
INCREASED
Shares113,213 from 111,277
Change+1,936 (+2%)
Value$6.7M (+$72.5K)
Filed 2026-10-09
River Street Advisors LLC
INCREASED
Shares112,729 from 105,475
Change+7,254 (+7%)
Value$6.7M (+$390.2K)
Filed 2026-10-22
GoalFusion Wealth Management, LLC
INCREASED
Shares112,651 from 110,044
Change+2,607 (+2%)
Value$6.7M (+$112.8K)
Filed 2026-10-06
MCF Advisors LLC
DECREASED
Shares112,391 from 114,250
Change-1,859 (-2%)
Value$6.7M (-$153.7K)
Filed 2026-10-28
HCR Wealth Advisors
DECREASED
Shares112,166 from 113,909
Change-1,743 (-2%)
Value$6.7M (-$146.6K)
Filed 2026-10-15
Kanawha Capital Management LLC
INCREASED
Shares111,929 from 111,533
Change+396 (+0%)
Value$6.6M (-$18.9K)
Filed 2026-10-19
Prospera Financial Services Inc
INCREASED
Shares111,196 from 58,765
Change+52,431 (+89%)
Value$6.2M (+$2.7M)
Filed 2026-11-04
Sapient Capital LLC
INCREASED
Shares111,076 from 94,877
Change+16,199 (+17%)
Value$6.6M (+$924.7K)
Filed 2026-10-08
Kagan Cocozza Asset Management
INCREASED
Shares111,033 from 106,055
Change+4,978 (+5%)
Value$6.6M (+$254.9K)
Filed 2026-10-19
Compton Wealth Advisory Group, LLC
INCREASED
Shares109,812 from 109,312
Change+500 (+0%)
Value$6.5M (+$8.7K)
Filed 2026-10-13
Winthrop Advisory Group LLC
DECREASED
Shares109,791 from 110,790
Change-999 (-1%)
Value$6.5M (-$101.3K)
Filed 2026-10-22
Ascent Group, LLC
DECREASED
Shares109,456 from 111,200
Change-1,744 (-2%)
Value$6.5M (-$145.7K)
Filed 2026-10-30
SWS Partners
INCREASED
Shares109,154 from 101,985
Change+7,169 (+7%)
Value$6.5M (+$386.4K)
Filed 2026-10-26
Ackerman Capital Advisors, LLC
DECREASED
Shares108,418 from 109,461
Change-1,043 (-1%)
Value$6.4M (-$103.5K)
Filed 2026-10-30
Joel Isaacson & Co., LLC
INCREASED
Shares107,885 from 86,763
Change+21,122 (+24%)
Value$6.4M (+$1.2M)
Filed 2026-11-05
Parsons Capital Management Inc
INCREASED
Shares107,802 from 105,852
Change+1,950 (+2%)
Value$6.4M (+$75.4K)
Filed 2026-10-28
Allstreet Capital Advisors LLC
INCREASED
Shares107,552 from 106,767
Change+785 (+1%)
Value$6.4M (+$5.9K)
Filed 2026-11-04
One Degree Advisors Inc
INCREASED
Shares107,379 from 106,332
Change+1,047 (+1%)
Value$6.5M (+$213.3K)
Filed 2026-11-06
Heritage Investors Management Corp
DECREASED
Shares107,372 from 113,642
Change-6,270 (-6%)
Value$6.4K (-$6.8M)
Filed 2026-10-29
Upper Left Wealth Management, LLC
INCREASED
Shares106,703 from 66,590
Change+40,113 (+60%)
Value$6.3M (+$2.4M)
Filed 2026-10-14
Clear Retirement Advice LLC
INCREASED
Shares106,547 from 105,818
Change+729 (+1%)
Value$6.3M (+$3.0K)
Filed 2026-10-22
Yankcom Partnership
INCREASED
Shares106,184 from 100,691
Change+5,493 (+5%)
Value$6.3M (+$287.4K)
Filed 2026-10-15
Wedbush Securities Inc
DECREASED
Shares106,012 from 135,686
Change-29,674 (-22%)
Value$6.3K (-$8.1M)
Filed 2026-10-22
Compass Wealth Management, LLC
INCREASED
Shares105,958 from 102,026
Change+3,932 (+4%)
Value$6.3M (+$194.5K)
Filed 2026-10-30
Arch Global Advisors, LLC
INCREASED
Shares105,482 from 98,745
Change+6,737 (+7%)
Value$6.3M (+$362.0K)
Filed 2026-10-23
Thrive Wealth Management, LLC
INCREASED
Shares105,235 from 104,475
Change+760 (+1%)
Value$6.2M (+$5.4K)
Filed 2026-10-13
Flywheel Private Wealth LLC
INCREASED
Shares105,214 from 86,952
Change+18,262 (+21%)
Value$6.2M (+$1.1M)
Filed 2026-11-02
RFG Advisory, LLC
INCREASED
Shares104,637 from 81,075
Change+23,562 (+29%)
Value$6.2M (+$1.4M)
Filed 2026-11-03
Trust Co of the South
UNCHANGED
Shares104,479 from 104,479
Change0 (0%)
Value$6.2M (-$39.7K)
Filed 2026-10-21
Martel Wealth Advisors LLC
DECREASED
Shares104,375 from 108,318
Change-3,943 (-4%)
Value$6.2M (-$275.0K)
Filed 2026-10-14
Naples Global Advisors, LLC
INCREASED
Shares104,254 from 103,619
Change+635 (+1%)
Value$6.2M (-$1.7K)
Filed 2026-11-05
Employees' Retirement Fund of the City of Fort Worth
UNCHANGED
Shares103,000 from 103,000
Change0 (0%)
Value$6.1M (-$39.1K)
Filed 2026-11-02
Retirement Wealth Solutions LLC
DECREASED
Shares102,768 from 104,413
Change-1,645 (-2%)
Value$6.1M (-$137.2K)
Filed 2026-10-07
Opus Capital Group, LLC
INCREASED
Shares102,447 from 102,224
Change+223 (+0%)
Value$6.1K (-$6.1M)
Filed 2026-10-30
CGN Advisors LLC
DECREASED
Shares102,305 from 105,337
Change-3,032 (-3%)
Value$6.1M (-$219.8K)
Filed 2026-10-21
Oakwell Private Wealth Management, LLC
DECREASED
Shares101,959 from 102,044
Change-85 (0%)
Value$6.0M (-$43.8K)
Filed 2026-11-06
NewSquare Capital LLC
DECREASED
Shares101,876 from 101,975
Change-99 (0%)
Value$6.0M (-$44.6K)
Filed 2026-11-06
Triangle Securities Wealth Management
DECREASED
Shares101,542 from 101,607
Change-65 (0%)
Value$6.0M (-$42.4K)
Filed 2026-10-14
Strong Retirement Solutions LLC
DECREASED
Shares101,478 from 126,049
Change-24,571 (-19%)
Value$6.0M (-$1.5M)
Filed 2026-10-07
Krane Financial Solutions LLC
DECREASED
Shares100,083 from 100,521
Change-438 (0%)
Value$5.9M (-$64.2K)
Filed 2026-10-30
Financial Synergies Wealth Advisors, Inc.
INCREASED
Shares99,439 from 99,074
Change+365 (+0%)
Value$5.9M (-$16.0K)
Filed 2026-10-16
Western Reserve Capital Management, LLC
INCREASED
Shares99,267 from 97,117
Change+2,150 (+2%)
Value$5.9M (+$90.6K)
Filed 2026-10-14
Heartwood Wealth Advisors LLC
INCREASED
Shares97,964 from 97,586
Change+378 (+0%)
Value$5.8M (-$14.7K)
Filed 2026-10-05
Wealth Advisory Team LLC
INCREASED
Shares97,308 from 97,012
Change+296 (+0%)
Value$5.8M (-$19.3K)
Filed 2026-11-05
Sigma Planning Corp
DECREASED
Shares97,201 from 103,437
Change-6,236 (-6%)
Value$5.8M (-$415.1K)
Filed 2026-10-23
Waldron Private Wealth LLC
INCREASED
Shares96,395 from 95,385
Change+1,010 (+1%)
Value$5.7M (+$23.7K)
Filed 2026-11-02
Vilga Financial Planning LLC
INCREASED
Shares96,381 from 95,814
Change+567 (+1%)
Value$5.7M (-$2.8K)
Filed 2026-10-09
Root Financial Partners, LLC
DECREASED
Shares96,111 from 100,804
Change-4,693 (-5%)
Value$5.7M (-$316.7K)
Filed 2026-10-21
Journey Beyond Wealth, LLC
INCREASED
Shares95,454 from 90,658
Change+4,796 (+5%)
Value$5.7M (+$250.0K)
Filed 2026-11-04
BKM Wealth Management, LLC
INCREASED
Shares93,616 from 80,565
Change+13,051 (+16%)
Value$5.6M (+$743.5K)
Filed 2026-10-22
Thayer Partners, LLC / MA
DECREASED
Shares92,934 from 93,407
Change-473 (-1%)
Value$5.5M (-$63.5K)
Filed 2026-11-06
Cooksen Wealth, LLC
INCREASED
Shares92,687 from 91,387
Change+1,300 (+1%)
Value$5.5M (+$84.1K)
Filed 2026-10-13
KRM Wealth Management L.L.C.
INCREASED
Shares92,428 from 91,096
Change+1,332 (+1%)
Value$5.5M (+$44.4K)
Filed 2026-11-02
Greenspring Advisors, LLC
INCREASED
Shares92,306 from 46,379
Change+45,927 (+99%)
Value$5.5M (+$2.7M)
Filed 2026-11-05
Nipun Capital, L.P.
UNCHANGED
Shares92,200 from 92,200
Change0 (0%)
Value$5.5M (-$35.0K)
Filed 2026-10-08
Hardy Reed LLC
INCREASED
Shares92,167 from 92,125
Change+42 (+0%)
Value$5.5M (-$32.5K)
Filed 2026-11-06
Brown Miller Wealth Management, LLC
INCREASED
Shares92,131 from 84,782
Change+7,349 (+9%)
Value$5.5M (+$403.6K)
Filed 2026-11-02
Accelerate Investment Advisors LLC
INCREASED
Shares91,571 from 86,459
Change+5,112 (+6%)
Value$5.4M (+$270.3K)
Filed 2026-11-02
Breakwater Investment Management
DECREASED
Shares91,264 from 97,327
Change-6,063 (-6%)
Value$5.4M (-$396.6K)
Filed 2026-10-20
SAX Wealth Advisors, LLC
DECREASED
Shares90,644 from 138,328
Change-47,684 (-34%)
Value$5.4M (-$2.1M)
Filed 2026-10-13
Elmwood Wealth Management, Inc.
INCREASED
Shares90,595 from 83,728
Change+6,867 (+8%)
Value$5.4M (+$375.5K)
Filed 2026-10-14
Peterson Wealth Advisors, LLC
INCREASED
Shares90,538 from 90,489
Change+49 (+0%)
Value$5.4M (-$31.5K)
Filed 2026-10-08
Bank of New Hampshire
INCREASED
Shares89,577 from 88,537
Change+1,040 (+1%)
Value$5.3M (+$28.0K)
Filed 2026-10-06
Northern Lights Advisors, Inc.
INCREASED
Shares88,337 from 85,133
Change+3,204 (+4%)
Value$5.2M (+$157.7K)
Filed 2026-10-21
Columbus Macro, LLC
INCREASED
Shares88,175 from 87,481
Change+694 (+1%)
Value$5.2M (+$7.9K)
Filed 2026-10-14
Advisors Management Group Inc
DECREASED
Shares87,966 from 88,169
Change-203 (0%)
Value$5.2K (-$5.3M)
Filed 2026-11-05
Howland Capital Management LLC
INCREASED
Shares87,891 from 74,331
Change+13,560 (+18%)
Value$5.2M (+$776.0K)
Filed 2026-10-22
Marathon Strategic Advisors, LLC
DECREASED
Shares87,429 from 88,304
Change-875 (-1%)
Value$5.2M (-$85.5K)
Filed 2026-10-20
LEE Danner & Bass Inc
DECREASED
Shares87,354 from 87,479
Change-125 (0%)
Value$5.2M (-$40.7K)
Filed 2026-10-27
FMA Wealth Management, LLC
INCREASED
Shares86,652 from 86,554
Change+98 (+0%)
Value$5.1M (-$27.1K)
Filed 2026-10-21
Ascent Wealth Partners, LLC
DECREASED
Shares85,509 from 85,527
Change-18 (0%)
Value$5.1M (-$33.6K)
Filed 2026-10-23
CIBC Asset Management Inc
INCREASED
Shares85,195 from 74,965
Change+10,230 (+14%)
Value$5.1M (+$578.3K)
Filed 2026-11-05
Woodmont Investment Counsel LLC
DECREASED
Shares85,147 from 85,294
Change-147 (0%)
Value$5.1M (-$41.1K)
Filed 2026-10-29
Vavra Capital Management, LLC
INCREASED
Shares84,954 from 81,922
Change+3,032 (+4%)
Value$5.0M (+$148.7K)
Filed 2026-10-14
Galvin, Gaustad & Stein, LLC
DECREASED
Shares84,379 from 88,004
Change-3,625 (-4%)
Value$5.0M (-$248.4K)
Filed 2026-10-08
Altura Wealth Advisors Inc.
INCREASED
Shares83,824 from 71,481
Change+12,343 (+17%)
Value$5.0M (+$704.9K)
Filed 2026-10-22
Glenview Trust Co
DECREASED
Shares81,736 from 81,890
Change-154 (0%)
Value$4.8M (-$40.3K)
Filed 2026-10-28
Fullerton Advisors, LLC
INCREASED
Shares81,734 from 78,599
Change+3,135 (+4%)
Value$4.8M (+$156.1K)
Filed 2026-10-14
Brucke Financial, Inc.
INCREASED
Shares81,677 from 76,784
Change+4,893 (+6%)
Value$4.8M (+$261.0K)
Filed 2026-10-23
Werba Rubin Papier Wealth Management
INCREASED
Shares81,493 from 79,267
Change+2,226 (+3%)
Value$4.8M (+$101.9K)
Filed 2026-11-06
Gutierrez Wealth Advisory, LLC
INCREASED
Shares81,469 from 79,261
Change+2,208 (+3%)
Value$4.8M (+$100.8K)
Filed 2026-11-02
K2 Financial Inc.
DECREASED
Shares81,145 from 87,234
Change-6,089 (-7%)
Value$4.8M (-$393.4K)
Filed 2026-10-26
TD Private Client Wealth LLC
INCREASED
Shares81,034 from 77,856
Change+3,178 (+4%)
Value$4.8M (+$158.9K)
Filed 2026-10-28
Fourpath Capital Management, LLC
DECREASED
Shares80,503 from 81,703
Change-1,200 (-1%)
Value$4.8M (-$102.2K)
Filed 2026-10-19
Clear Harbor Asset Management, LLC
DECREASED
Shares80,448 from 81,999
Change-1,551 (-2%)
Value$4.8M (-$123.1K)
Filed 2026-11-05
Rinkey Investments
DECREASED
Shares80,158 from 115,190
Change-35,032 (-30%)
Value$4.8M (-$2.1M)
Filed 2026-10-28
Gordian Advisors LLC
INCREASED
Shares79,686 from 78,953
Change+733 (+1%)
Value$4.7M (+$13.4K)
Filed 2026-10-30
Cutler Investment Counsel LLC
DECREASED
Shares79,165 from 81,337
Change-2,172 (-3%)
Value$4.7M (-$159.8K)
Filed 2026-10-28
Grey Fox Wealth Advisors, LLC
INCREASED
Shares79,071 from 73,658
Change+5,413 (+7%)
Value$4.7M (+$293.1K)
Filed 2026-11-03
Elevated Capital Advisors, LLC
INCREASED
Shares78,804 from 75,231
Change+3,573 (+5%)
Value$4.7M (+$183.3K)
Filed 2026-11-04
Bricktown Capital, LLC
UNCHANGED
Shares78,603 from 78,603
Change0 (0%)
Value$4.7M (-$29.9K)
Filed 2026-10-13
Fiera Capital Corp
UNCHANGED
Shares78,510 from 78,510
Change0 (0%)
Value$4.7M (-$29.8K)
Filed 2026-11-06
Independent Financial Group, LLC
INCREASED
Shares78,359 from 65,080
Change+13,279 (+20%)
Value$4.6M (+$762.8K)
Filed 2026-10-13
Hudson Oak Wealth Advisory LLC
INCREASED
Shares78,254 from 76,239
Change+2,015 (+3%)
Value$4.6M (+$90.5K)
Filed 2026-10-16
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares78,131 from 82,533
Change-4,402 (-5%)
Value$4.6M (-$292.4K)
Filed 2026-11-04
E&G Advisors, LLC
INCREASED
Shares77,978 from 77,902
Change+76 (+0%)
Value$4.6M (-$25.0K)
Filed 2026-10-13
Defined Wealth Management, LLC
INCREASED
Shares77,588 from 77,506
Change+82 (+0%)
Value$4.6M (-$24.6K)
Filed 2026-10-19
Lutz Financial Services LLC
DECREASED
Shares77,371 from 77,894
Change-523 (-1%)
Value$4.6M (-$60.6K)
Filed 2026-11-06
Louisbourg Investments Inc.
DECREASED
Shares77,261 from 77,276
Change-15 (0%)
Value$4.6M (-$30.3K)
Filed 2026-10-20
WBH Advisory Inc
DECREASED
Shares77,193 from 78,491
Change-1,298 (-2%)
Value$4.6M (-$106.8K)
Filed 2026-11-05
First Heartland Consultants, Inc.
DECREASED
Shares77,097 from 78,766
Change-1,669 (-2%)
Value$4.6M (-$128.9K)
Filed 2026-10-08
VAN Strum & Towne Inc.
INCREASED
Shares76,645 from 76,520
Change+125 (+0%)
Value$4.5M (-$21.7K)
Filed 2026-11-06
Hohimer Wealth Management, LLC
DECREASED
Shares76,084 from 76,497
Change-413 (-1%)
Value$4.5M (-$53.5K)
Filed 2026-11-04
Chesley Taft & Associates LLC
INCREASED
Shares75,544 from 73,294
Change+2,250 (+3%)
Value$4.5M (+$105.6K)
Filed 2026-10-13
McAdam, LLC
DECREASED
Shares74,946 from 82,274
Change-7,328 (-9%)
Value$4.4M (-$465.9K)
Filed 2026-10-21
Fortitude Family Office, LLC
DECREASED
Shares74,492 from 74,695
Change-203 (0%)
Value$4.4M (-$40.4K)
Filed 2026-10-14
Lmcg Investments, LLC
INCREASED
Shares73,854 from 73,630
Change+224 (+0%)
Value$4.4M (-$14.7K)
Filed 2026-10-21
Wealth Enhancement Trust Services, Inc.
INCREASED
Shares73,770 from 49,588
Change+24,182 (+49%)
Value$4.4M (+$1.4M)
Filed 2026-10-07
Lanark Financial, Inc.
INCREASED
Shares73,661 from 72,277
Change+1,384 (+2%)
Value$4.4M (+$54.6K)
Filed 2026-10-26
Tred Avon Family Wealth, LLC
INCREASED
Shares73,162 from 68,506
Change+4,656 (+7%)
Value$4.3M (+$250.1K)
Filed 2026-10-20
Evanson Financial, LLC
INCREASED
Shares73,027 from 52,250
Change+20,777 (+40%)
Value$4.3M (+$1.2M)
Filed 2026-10-23
PFC Capital Group, Inc.
INCREASED
Shares72,399 from 70,808
Change+1,591 (+2%)
Value$4.3M (+$68.0K)
Filed 2026-11-06
Clear Creek Financial Management, LLC
INCREASED
Shares71,896 from 69,460
Change+2,436 (+4%)
Value$4.3M (+$118.1K)
Filed 2026-10-28
GC Wealth Management RIA, LLC
INCREASED
Shares71,832 from 70,020
Change+1,812 (+3%)
Value$4.3M (+$80.9K)
Filed 2026-11-02
Orin Green Financial, LLC
DECREASED
Shares71,810 from 74,155
Change-2,345 (-3%)
Value$4.3M (-$167.3K)
Filed 2026-10-19
CWA Asset Management Group, LLC
DECREASED
Shares71,462 from 71,941
Change-479 (-1%)
Value$4.2M (-$55.7K)
Filed 2026-10-19
Summitas Investment Management LLC
DECREASED
Shares71,317 from 71,554
Change-237 (0%)
Value$4.2M (-$41.2K)
Filed 2026-10-16
New England Private Wealth Advisors LLC
INCREASED
Shares70,768 from 70,420
Change+348 (+0%)
Value$4.2M (+$127.0K)
Filed 2026-10-19
Private Advisory Group LLC
INCREASED
Shares70,738 from 68,974
Change+1,764 (+3%)
Value$4.2M (+$78.4K)
Filed 2026-11-06
Connecticut Wealth Management, LLC
INCREASED
Shares70,620 from 67,746
Change+2,874 (+4%)
Value$4.2M (+$144.7K)
Filed 2026-10-13
Daymark Wealth Partners, LLC
INCREASED
Shares70,356 from 66,032
Change+4,324 (+7%)
Value$4.2M (+$231.3K)
Filed 2026-11-04
6th Street Advisors, LLC
INCREASED
Shares70,239 from 70,059
Change+180 (+0%)
Value$4.2M (-$15.9K)
Filed 2026-10-14
Avity Investment Management Inc.
INCREASED
Shares70,232 from 68,168
Change+2,064 (+3%)
Value$4.2M (+$96.5K)
Filed 2026-10-09
Maltin Wealth Management, Inc.
DECREASED
Shares70,182 from 108,812
Change-38,630 (-35%)
Value$4.2M (-$2.3M)
Filed 2026-10-13
Inlight Wealth Management, LLC
DECREASED
Shares70,160 from 70,163
Change-3 (0%)
Value$456.2K (-$2.7K)
Filed 2026-10-21
Creekside Partners
DECREASED
Shares70,156 from 70,169
Change-13 (0%)
Value$4.2M (-$27.4K)
Filed 2026-11-04
Avidian Wealth Enterprises, LLC
INCREASED
Shares70,037 from 42,715
Change+27,322 (+64%)
Value$4.2M (+$1.6M)
Filed 2026-10-08
General Partner, Inc.
INCREASED
Shares69,998 from 36,998
Change+33,000 (+89%)
Value$4.2M (+$1.9M)
Filed 2026-10-05
Carroll Advisory Group, LLC
INCREASED
Shares69,706 from 63,963
Change+5,743 (+9%)
Value$4.1M (+$316.3K)
Filed 2026-10-16
Welch & Forbes LLC
INCREASED
Shares69,557 from 66,937
Change+2,620 (+4%)
Value$4.1M (+$130.0K)
Filed 2026-11-04
Symmetry Partners, LLC
DECREASED
Shares69,191 from 70,283
Change-1,092 (-2%)
Value$4.1M (-$91.5K)
Filed 2026-10-27
Wealth Advisory Solutions, LLC
DECREASED
Shares69,118 from 69,496
Change-378 (-1%)
Value$4.1M (-$48.8K)
Filed 2026-10-20
Financial Guidance Group, Inc.
INCREASED
Shares68,275 from 63,137
Change+5,138 (+8%)
Value$4.0M (+$280.7K)
Filed 2026-10-21
Arta Finance Wealth Management LLC
INCREASED
Shares68,214 from 62,985
Change+5,229 (+8%)
Value$4.0M (+$286.2K)
Filed 2026-10-28
Values Added Financial LLC
INCREASED
Shares67,718 from 67,246
Change+472 (+1%)
Value$4.0M (+$2.4K)
Filed 2026-10-28
Ddfg, Inc
INCREASED
Shares67,688 from 67,658
Change+30 (+0%)
Value$4.0M (-$23.9K)
Filed 2026-10-15
E&R Wealth Management, LLC
INCREASED
Shares67,686 from 67,143
Change+543 (+1%)
Value$4.0M (+$6.7K)
Filed 2026-10-20
Retirement Planning Group, LLC
INCREASED
Shares67,580 from 66,550
Change+1,030 (+2%)
Value$4.0M (+$35.8K)
Filed 2026-10-19
DWR Wealth Management, LLC
DECREASED
Shares67,186 from 68,493
Change-1,307 (-2%)
Value$4.0M (-$47.8K)
Filed 2026-10-13
Pathway Financial Advisors LLC
INCREASED
Shares67,026 from 65,257
Change+1,769 (+3%)
Value$4.0M (+$122.6K)
Filed 2026-10-07
Family CFO Inc
INCREASED
Shares66,842 from 65,553
Change+1,289 (+2%)
Value$4.0M (+$51.5K)
Filed 2026-10-30
Rockland Trust Co
INCREASED
Shares66,556 from 65,940
Change+616 (+1%)
Value$3.9M (+$11.5K)
Filed 2026-10-05
Cedar Mountain Advisors, LLC
DECREASED
Shares66,485 from 114,285
Change-47,800 (-42%)
Value$3.9M (-$2.9M)
Filed 2026-10-15
Collaborative Capital Advisors LLC
INCREASED
Shares65,656 from 65,257
Change+399 (+1%)
Value$3.9M (-$1.1K)
Filed 2026-11-06
Cassilly Financial Group LLC
INCREASED
Shares65,603 from 62,481
Change+3,122 (+5%)
Value$3.9M (+$161.4K)
Filed 2026-10-07
City Holding Co
INCREASED
Shares65,547 from 57,204
Change+8,343 (+15%)
Value$3.9M (+$473.6K)
Filed 2026-10-19
Angeles Wealth Management, LLC
DECREASED
Shares65,362 from 72,572
Change-7,210 (-10%)
Value$3.9M (-$455.2K)
Filed 2026-10-26
Balboa Wealth Partners
DECREASED
Shares64,720 from 66,340
Change-1,620 (-2%)
Value$3.8M (-$121.3K)
Filed 2026-10-20
Rossmore Private Capital
INCREASED
Shares64,492 from 33,274
Change+31,218 (+94%)
Value$3.8M (+$1.8M)
Filed 2026-10-27
Blueprint Investment Partners LLC
DECREASED
Shares64,427 from 66,225
Change-1,798 (-3%)
Value$3.8M (-$131.8K)
Filed 2026-10-28
Gilman Hill Asset Management, LLC
INCREASED
Shares64,224 from 48,554
Change+15,670 (+32%)
Value$3.8M (+$910.9K)
Filed 2026-10-13
Grimes & Co Wealth Management, LLC
DECREASED
Shares64,116 from 65,982
Change-1,866 (-3%)
Value$3.8M (-$135.8K)
Filed 2026-10-29
Sageworth Trust Co
INCREASED
Shares64,108 from 64,066
Change+42 (+0%)
Value$3.8M (-$21.9K)
Filed 2026-10-30
Manchester Capital Management LLC
INCREASED
Shares63,908 from 62,956
Change+952 (+2%)
Value$3.8M (+$32.5K)
Filed 2026-10-22
Johnson Bixby & Associates, LLC
INCREASED
Shares63,720 from 63,235
Change+485 (+1%)
Value$3.8M (+$4.7K)
Filed 2026-10-14
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
INCREASED
Shares63,313 from 59,567
Change+3,746 (+6%)
Value$3.8M (+$199.5K)
Filed 2026-10-27
Integrated Capital Management, LLC
DECREASED
Shares63,197 from 63,377
Change-180 (0%)
Value$3.7M (-$34.8K)
Filed 2026-10-23
HighRoad Wealth Advisors, LLC
INCREASED
Shares63,168 from 62,115
Change+1,053 (+2%)
Value$3.7M (+$38.8K)
Filed 2026-10-14
Cornerstone Wealth Management, LLC
INCREASED
Shares63,074 from 62,882
Change+192 (+0%)
Value$3.7M (-$12.5K)
Filed 2026-11-04
Security Financial Services, Inc.
DECREASED
Shares62,608 from 71,068
Change-8,460 (-12%)
Value$3.7M (-$528.8K)
Filed 2026-10-29
Diversified Trust Co
DECREASED
Shares62,532 from 63,962
Change-1,430 (-2%)
Value$3.7M (-$109.3K)
Filed 2026-11-06
Winter & Associates, Inc.
INCREASED
Shares62,311 from 57,882
Change+4,429 (+8%)
Value$3.6M (+$174.7K)
Filed 2026-10-23
Congress Asset Management Co
DECREASED
Shares62,269 from 63,590
Change-1,321 (-2%)
Value$3.7M (-$102.5K)
Filed 2026-10-06
Manuka Financial, LLC
INCREASED
Shares61,747 from 61,565
Change+182 (+0%)
Value$3.7M (-$3.7K)
Filed 2026-10-16
B. Riley Wealth Advisors, Inc.
DECREASED
Shares61,694 from 71,987
Change-10,293 (-14%)
Value$3.7M (-$601.1K)
Filed 2026-10-13
Asset Dedication, LLC
DECREASED
Shares61,407 from 62,126
Change-719 (-1%)
Value$3.6M (-$66.3K)
Filed 2026-11-03
Aerodigm Wealth, LLC
DECREASED
Shares61,387 from 61,852
Change-465 (-1%)
Value$3.6M (-$51.1K)
Filed 2026-10-16
Linscomb Wealth, Inc.
DECREASED
Shares61,077 from 62,511
Change-1,434 (-2%)
Value$3.6M (-$108.8K)
Filed 2026-11-05
Seven Post Investment Office LP
DECREASED
Shares61,052 from 61,114
Change-62 (0%)
Value$3.6M (-$26.9K)
Filed 2026-10-26
Spire Wealth Management
DECREASED
Shares61,019 from 62,867
Change-1,848 (-3%)
Value$3.6M (-$133.5K)
Filed 2026-10-30
Ti-Trust, Inc
DECREASED
Shares60,975 from 61,201
Change-226 (0%)
Value$3.6M (-$36.7K)
Filed 2026-10-21
Burney Co/
DECREASED
Shares60,599 from 60,693
Change-94 (0%)
Value$3.6M (-$28.6K)
Filed 2026-10-15
Gridiron Partners, LLC
INCREASED
Shares60,477 from 30,866
Change+29,611 (+96%)
Value$3.6M (+$1.7M)
Filed 2026-10-08
PFG Advisors
DECREASED
Shares60,439 from 61,217
Change-778 (-1%)
Value$3.6M (-$69.4K)
Filed 2026-10-16
NavPoint Financial, Inc.
INCREASED
Shares60,434 from 60,322
Change+112 (+0%)
Value$3.6M (-$16.3K)
Filed 2026-10-21
Redw Wealth LLC
DECREASED
Shares59,303 from 70,687
Change-11,384 (-16%)
Value$3.5M (-$702.0K)
Filed 2026-11-02
Salomon & Ludwin, LLC
DECREASED
Shares58,989 from 59,601
Change-612 (-1%)
Value$3.5M (-$30.6K)
Filed 2026-10-29
Diversified Enterprises, LLC
INCREASED
Shares58,970 from 48,869
Change+10,101 (+21%)
Value$3.5M (+$580.5K)
Filed 2026-10-19
Brickley Wealth Management
INCREASED
Shares58,945 from 58,627
Change+318 (+1%)
Value$3.5M (-$3.4K)
Filed 2026-11-04
Summit Wealth Group LLC / Co
INCREASED
Shares58,898 from 30,277
Change+28,621 (+95%)
Value$3.5M (+$1.7M)
Filed 2026-10-29
Petros Family Wealth, LLC
INCREASED
Shares58,729 from 56,648
Change+2,081 (+4%)
Value$3.5M (+$101.9K)
Filed 2026-10-28
Institute for Wealth Management, Llc.
DECREASED
Shares58,323 from 58,595
Change-272 (0%)
Value$3.5M (-$38.4K)
Filed 2026-11-06
SVB Wealth LLC
DECREASED
Shares58,321 from 76,331
Change-18,010 (-24%)
Value$3.5M (-$1.1M)
Filed 2026-11-06
Murphy, Middleton, Hinkle & Parker, Inc.
INCREASED
Shares58,152 from 47,924
Change+10,228 (+21%)
Value$3.4M (+$588.4K)
Filed 2026-10-15
Falcon Wealth Planning
INCREASED
Shares57,960 from 54,943
Change+3,017 (+5%)
Value$3.4M (+$158.1K)
Filed 2026-11-06
Silverlake Wealth Management LLC
INCREASED
Shares57,848 from 55,388
Change+2,460 (+4%)
Value$3.4M (+$124.9K)
Filed 2026-10-21
Legacy Wealth Partners, LLC
INCREASED
Shares57,775 from 57,486
Change+289 (+1%)
Value$3.4M (-$4.7K)
Filed 2026-10-15
Junk Investment Group, LLC
INCREASED
Shares57,469 from 51,736
Change+5,733 (+11%)
Value$3.4M (+$320.3K)
Filed 2026-10-19
First Bancorp, Inc
DECREASED
Shares57,414 from 59,083
Change-1,669 (-3%)
Value$3.4M (-$121.4K)
Filed 2026-10-26
Ticino Wealth
INCREASED
Shares56,955 from 55,640
Change+1,315 (+2%)
Value$3.4M (+$56.9K)
Filed 2026-10-13
Chicago Partners Investment Group LLC
INCREASED
Shares56,850 from 42,879
Change+13,971 (+33%)
Value$3.2M (+$740.1K)
Filed 2026-10-27
Meridian Wealth Management, LLC
INCREASED
Shares56,573 from 54,598
Change+1,975 (+4%)
Value$3.3M (+$97.2K)
Filed 2026-11-05
Lexington Hill Partners, LLC
INCREASED
Shares56,339 from 49,940
Change+6,399 (+13%)
Value$3.3M (+$360.5K)
Filed 2026-10-13
Blueprint Financial Advisors LLC
INCREASED
Shares55,947 from 40,953
Change+14,994 (+37%)
Value$3.3M (+$873.7K)
Filed 2026-10-28
Pinnacle Bancorp, Inc.
DECREASED
Shares55,519 from 55,536
Change-17 (0%)
Value$3.3M (-$22.1K)
Filed 2026-10-21
Encompass Wealth Advisors, LLC
INCREASED
Shares55,014 from 27,386
Change+27,628 (+101%)
Value$3.3M (+$1.6M)
Filed 2026-10-15
Stackstone Wealth, LLC
NEW
Shares54,782
Change+54,782
Value$3.2M
Filed 2026-10-19
D'Orazio & Associates, Inc.
DECREASED
Shares54,687 from 55,603
Change-916 (-2%)
Value$3.2M (-$75.5K)
Filed 2026-11-04
Canandaigua National Bank & Trust Co
INCREASED
Shares54,273 from 54,100
Change+173 (+0%)
Value$3.2M (-$10.3K)
Filed 2026-10-07
OAK Family Advisors, LLC
DECREASED
Shares53,957 from 54,287
Change-330 (-1%)
Value$3.2M (-$40.2K)
Filed 2026-10-19
Hardin Capital Partners, LLC
DECREASED
Shares53,436 from 54,274
Change-838 (-2%)
Value$3.2M (-$71.2K)
Filed 2026-10-09
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares53,086 from 53,086
Change0 (0%)
Value$3.2M ($0)
Filed 2026-11-03
Brady Martz Wealth Solutions, LLC
INCREASED
Shares52,729 from 52,162
Change+567 (+1%)
Value$3.1M (+$13.8K)
Filed 2026-11-05
Fire Capital Management LLC
INCREASED
Shares52,657 from 49,418
Change+3,239 (+7%)
Value$3.1M (+$173.3K)
Filed 2026-10-27
Avestar Capital, LLC
DECREASED
Shares52,642 from 64,086
Change-11,444 (-18%)
Value$3.1M (-$703.1K)
Filed 2026-10-28
Certior Financial Group, LLC
INCREASED
Shares52,402 from 49,464
Change+2,938 (+6%)
Value$3.1M (+$155.5K)
Filed 2026-10-19
Vaquero Private Wealth, LTD
UNCHANGED
Shares52,309 from 52,309
Change0 (0%)
Value$3.1M (-$19.9K)
Filed 2026-10-27
Prentice Wealth Management LLC
DECREASED
Shares52,073 from 53,756
Change-1,683 (-3%)
Value$3.1M (-$120.2K)
Filed 2026-10-20
Monarch Capital Management Inc
DECREASED
Shares51,900 from 52,656
Change-756 (-1%)
Value$3.1M (-$64.8K)
Filed 2026-10-19
Carter Financial Group, Inc.
INCREASED
Shares51,675 from 49,782
Change+1,893 (+4%)
Value$3.1M (+$93.4K)
Filed 2026-10-21
Global Trust Wealth Management LLC
DECREASED
Shares51,635 from 51,986
Change-351 (-1%)
Value$3.1M (-$40.6K)
Filed 2026-10-14
JIM Saulnier & Associates, LLC
INCREASED
Shares51,367 from 42,433
Change+8,934 (+21%)
Value$3.0M (+$513.8K)
Filed 2026-11-04
LMG Wealth Partners, LLC
INCREASED
Shares50,637 from 50,439
Change+198 (+0%)
Value$3.0M (-$7.4K)
Filed 2026-11-05
Noble Family Wealth, LLC
INCREASED
Shares50,430 from 45,539
Change+4,891 (+11%)
Value$3.0M (+$272.8K)
Filed 2026-10-26
SWP Financial LLC
INCREASED
Shares50,146 from 46,545
Change+3,601 (+8%)
Value$3.0M (+$195.9K)
Filed 2026-10-23
Bedminster, LLC
DECREASED
Shares50,139 from 52,215
Change-2,076 (-4%)
Value$3.0M (-$143.0K)
Filed 2026-11-04
BigSur Wealth Management LLC
UNCHANGED
Shares50,100 from 50,100
Change0 (0%)
Value$3.0M (-$19.0K)
Filed 2026-10-13
Stone Summit Wealth LLC
DECREASED
Shares50,028 from 51,880
Change-1,852 (-4%)
Value$3.0M (-$129.5K)
Filed 2026-10-14
Northstar Asset Management Co
DECREASED
Shares50,003 from 51,633
Change-1,630 (-3%)
Value$2.9M (-$75.2K)
Filed 2026-10-22
MBL Wealth, LLC
DECREASED
Shares49,783 from 50,206
Change-423 (-1%)
Value$3.0M (-$44.2K)
Filed 2026-10-22
Capital Investment Advisory Services, LLC
INCREASED
Shares49,660 from 48,582
Change+1,078 (+2%)
Value$3.0M (+$58.4K)
Filed 2026-10-30
Clarity Capital Advisors, LLC
INCREASED
Shares49,586 from 49,011
Change+575 (+1%)
Value$2.9M (+$15.5K)
Filed 2026-10-27
Avion Wealth
DECREASED
Shares49,317 from 51,314
Change-1,997 (-4%)
Value$2.9K (-$3.1M)
Filed 2026-11-04
King Luther Capital Management Corp
DECREASED
Shares49,013 from 49,481
Change-468 (-1%)
Value$2.9M (-$46.6K)
Filed 2026-11-05
Occidental Asset Management, LLC
INCREASED
Shares48,922 from 37,602
Change+11,320 (+30%)
Value$2.9M (+$657.1K)
Filed 2026-11-05
Powell Investment Advisors, LLC
DECREASED
Shares48,255 from 49,233
Change-978 (-2%)
Value$2.9M (-$76.7K)
Filed 2026-10-22
Lynx Investment Advisory
INCREASED
Shares47,968 from 47,737
Change+231 (+0%)
Value$2.8M (-$4.4K)
Filed 2026-10-27
Krilogy Financial LLC
DECREASED
Shares47,659 from 49,257
Change-1,598 (-3%)
Value$2.8M (-$93.5K)
Filed 2026-10-13
Delta Financial Advisors LLC
INCREASED
Shares47,632 from 46,590
Change+1,042 (+2%)
Value$2.8M (+$44.1K)
Filed 2026-10-27
Smithbridge Asset Management Inc
INCREASED
Shares47,293 from 25,673
Change+21,620 (+84%)
Value$2.8M (+$1.3M)
Filed 2026-10-19
Matrix Asset Advisors Inc
INCREASED
Shares47,247 from 45,534
Change+1,713 (+4%)
Value$2.8M (+$84.4K)
Filed 2026-10-13
Csenge Advisory Group
DECREASED
Shares47,086 from 48,495
Change-1,409 (-3%)
Value$2.8M (-$102.0K)
Filed 2026-11-04
Waterfront Wealth Inc.
DECREASED
Shares47,026 from 48,036
Change-1,010 (-2%)
Value$2.7M (-$137.6K)
Filed 2026-11-03
Amicus Financial Advisors, LLC
DECREASED
Shares46,976 from 47,074
Change-98 (0%)
Value$2.8M (-$23.6K)
Filed 2026-11-03
Karnit Road Accident Victims Compensation Fund
INCREASED
Shares46,420 from 38,350
Change+8,070 (+21%)
Value$2.8M (+$464.1K)
Filed 2026-11-04
Great Lakes Advisors, LLC
INCREASED
Shares46,184 from 37,511
Change+8,673 (+23%)
Value$2.7M (+$500.1K)
Filed 2026-11-06
Park National Corp
DECREASED
Shares46,124 from 48,752
Change-2,628 (-5%)
Value$2.7M (-$174.0K)
Filed 2026-10-05
DBK Financial Counsel, LLC
INCREASED
Shares45,559 from 45,534
Change+25 (+0%)
Value$2.7M (-$15.8K)
Filed 2026-10-13
TME Financial, Inc.
DECREASED
Shares45,496 from 58,406
Change-12,910 (-22%)
Value$2.7M (-$787.9K)
Filed 2026-10-14
Graetz Wealth LLC
DECREASED
Shares45,492 from 68,285
Change-22,793 (-33%)
Value$2.7M (-$1.4M)
Filed 2026-10-27
Cassaday & Co Wealth Management LLC
DECREASED
Shares45,413 from 45,853
Change-440 (-1%)
Value$2.7M (-$43.5K)
Filed 2026-10-27
Eclectic Associates Inc
DECREASED
Shares45,411 from 46,493
Change-1,082 (-2%)
Value$2.7M (-$81.9K)
Filed 2026-10-09
Norris Perne & French LLP
DECREASED
Shares45,327 from 50,305
Change-4,978 (-10%)
Value$2.7M (-$314.3K)
Filed 2026-10-23
Clifford Swan Investment Counsel LLC
INCREASED
Shares45,302 from 40,624
Change+4,678 (+12%)
Value$2.7M (+$262.0K)
Filed 2026-11-05
Single Point Partners, LLC
INCREASED
Shares45,181 from 44,097
Change+1,084 (+2%)
Value$2.7M (+$47.5K)
Filed 2026-10-19
Hassell Wealth Management, LLC
INCREASED
Shares44,450 from 39,886
Change+4,564 (+11%)
Value$2.6M (+$276.3K)
Filed 2026-10-19
Cyndeo Wealth Partners, LLC
DECREASED
Shares44,357 from 45,344
Change-987 (-2%)
Value$2.6M (-$75.7K)
Filed 2026-10-16
Moors & Cabot, Inc.
INCREASED
Shares44,232 from 35,854
Change+8,378 (+23%)
Value$2.6M (+$483.3K)
Filed 2026-11-06
Asset Allocation & Management Company, LLC
UNCHANGED
Shares44,203 from 44,203
Change0 (0%)
Value$2.6K (-$17)
Filed 2026-10-13
Rockingstone Advisors LLC
INCREASED
Shares44,057 from 42,435
Change+1,622 (+4%)
Value$2.6M (+$80.1K)
Filed 2026-10-16
Russell Investments Group, Ltd.
DECREASED
Shares44,049 from 218,623
Change-174,574 (-80%)
Value$2.6M (-$10.4M)
Filed 2026-11-06
Sound Stewardship, LLC
DECREASED
Shares44,037 from 45,005
Change-968 (-2%)
Value$2.6M (-$74.5K)
Filed 2026-10-14
Climber Capital SA
INCREASED
Shares44,036 from 41,974
Change+2,062 (+5%)
Value$2.4M (-$20.2K)
Filed 2026-10-20
Sagace Wealth Management LLC
INCREASED
Shares44,017 from 43,106
Change+911 (+2%)
Value$2.6M (+$37.7K)
Filed 2026-10-28
Aries Wealth Management
INCREASED
Shares43,922 from 42,906
Change+1,016 (+2%)
Value$2.6M (+$44.0K)
Filed 2026-10-23
Evergreen Capital Management LLC
INCREASED
Shares43,800 from 38,924
Change+4,876 (+13%)
Value$2.6M (+$274.4K)
Filed 2026-10-23
Life Planning Partners, Inc
DECREASED
Shares43,710 from 46,606
Change-2,896 (-6%)
Value$2.6M (-$189.5K)
Filed 2026-10-28
HBK Sorce Advisory LLC
DECREASED
Shares43,641 from 48,264
Change-4,623 (-10%)
Value$2.4M (-$529.2K)
Filed 2026-11-06
Private Trust Co NA
DECREASED
Shares43,638 from 45,485
Change-1,847 (-4%)
Value$2.6M (-$126.8K)
Filed 2026-10-20
Covestor Ltd
INCREASED
Shares43,436 from 42,056
Change+1,380 (+3%)
Value$2.6K (-$2.5M)
Filed 2026-10-30
Southland Equity Partners LLC
INCREASED
Shares43,413 from 9,809
Change+33,604 (+343%)
Value$2.6M (+$2.0M)
Filed 2026-10-14
Cohen Klingenstein LLC
UNCHANGED
Shares43,329 from 43,329
Change0 (0%)
Value$2.6M (-$16.5K)
Filed 2026-10-15
Foundation Wealth Management, Llc\pa
DECREASED
Shares42,933 from 49,369
Change-6,436 (-13%)
Value$2.5M (-$400.5K)
Filed 2026-10-14
Summit Financial Strategies, Inc.
DECREASED
Shares42,923 from 54,857
Change-11,934 (-22%)
Value$2.5M (-$728.6K)
Filed 2026-10-14
Ballast, Inc.
INCREASED
Shares42,911 from 41,198
Change+1,713 (+4%)
Value$2.5M (+$85.9K)
Filed 2026-10-20
Prime Capital Investment Advisors, LLC
INCREASED
Shares42,823 from 38,106
Change+4,717 (+12%)
Value$2.5M (+$265.3K)
Filed 2026-10-20
Financial Advisory Corp
DECREASED
Shares42,694 from 43,021
Change-327 (-1%)
Value$2.5M (-$35.7K)
Filed 2026-10-14
Dynamic Wealth Strategies, LLC
INCREASED
Shares42,598 from 27,477
Change+15,121 (+55%)
Value$2.5M (+$886.4K)
Filed 2026-10-16
Shaker Investments LLC
DECREASED
Shares42,574 from 42,705
Change-131 (0%)
Value$2.5M (-$24.0K)
Filed 2026-11-05
Maseco LLP
INCREASED
Shares42,523 from 41,318
Change+1,205 (+3%)
Value$2.5M (+$54.8K)
Filed 2026-10-27
Topel & Distasi Wealth Management, LLC
INCREASED
Shares42,509 from 42,004
Change+505 (+1%)
Value$2.5M (+$14.0K)
Filed 2026-11-05
Wealthcare Advisory Partners LLC
INCREASED
Shares42,478 from 34,338
Change+8,140 (+24%)
Value$2.5M (+$469.8K)
Filed 2026-10-21
Nordwand Advisors, LLC
DECREASED
Shares42,451 from 43,301
Change-850 (-2%)
Value$2.5M (-$66.9K)
Filed 2026-11-05
WealthSpring Partners, LLC
DECREASED
Shares42,322 from 72,464
Change-30,142 (-42%)
Value$2.5M (-$1.8M)
Filed 2026-10-14
Westside Investment Management, Inc.
INCREASED
Shares42,100 from 42,099
Change+1 (0%)
Value$2.5M (-$14.8K)
Filed 2026-11-02
Absolute Capital Management, LLC
INCREASED
Shares42,076 from 34,110
Change+7,966 (+23%)
Value$2.5M (+$459.5K)
Filed 2026-10-16
Friday Financial
INCREASED
Shares41,872 from 29,898
Change+11,974 (+40%)
Value$2.5M (+$711.3K)
Filed 2026-10-09
Gemmer Asset Management LLC
DECREASED
Shares41,758 from 54,554
Change-12,796 (-23%)
Value$2.5M (-$779.6K)
Filed 2026-10-16
A&I Financial Services, LLC
INCREASED
Shares41,607 from 41,339
Change+268 (+1%)
Value$2.5M (+$186)
Filed 2026-10-15
Victory Financial Group, LLC
INCREASED
Shares41,542 from 41,516
Change+26 (+0%)
Value$2.5M (-$14.2K)
Filed 2026-10-27
Nova R Wealth, Inc.
DECREASED
Shares41,539 from 43,130
Change-1,591 (-4%)
Value$2.5M (-$110.8K)
Filed 2026-10-26
West Financial Advisors, LLC
INCREASED
Shares41,430 from 41,309
Change+121 (+0%)
Value$2.5M (-$8.5K)
Filed 2026-10-22
Indivisible Partners
INCREASED
Shares41,334 from 37,039
Change+4,295 (+12%)
Value$2.5M (+$240.7K)
Filed 2026-10-26
Trust Point Inc.
INCREASED
Shares41,243 from 24,519
Change+16,724 (+68%)
Value$2.4M (+$982.6K)
Filed 2026-10-27
Central Pacific Bank - Trust Division
INCREASED
Shares41,223 from 7,026
Change+34,197 (+487%)
Value$2.4M (+$2.0M)
Filed 2026-10-06
Innealta Capital, LLC
INCREASED
Shares41,048 from 31,633
Change+9,415 (+30%)
Value$2.4M (+$546.4K)
Filed 2026-11-02
Compass Ion Advisors, LLC
INCREASED
Shares40,884 from 36,809
Change+4,075 (+11%)
Value$2.4M (+$227.7K)
Filed 2026-10-23
Integrity Alliance, Llc.
INCREASED
Shares40,853 from 31,616
Change+9,237 (+29%)
Value$2.4M (+$535.8K)
Filed 2026-10-29
Glaxis Capital Management, LLC
INCREASED
Shares40,767 from 25,842
Change+14,925 (+58%)
Value$2.4M (+$875.4K)
Filed 2026-11-02
Global Strategic Investment Solutions, LLC
INCREASED
Shares40,558 from 40,553
Change+5 (+0%)
Value$2.4M (-$15.1K)
Filed 2026-10-16
Stonebridge Financial Planning Group, LLC
INCREASED
Shares40,534 from 32,447
Change+8,087 (+25%)
Value$2.4M (+$467.3K)
Filed 2026-11-06
United Advisor Group, LLC
DECREASED
Shares40,486 from 40,857
Change-371 (-1%)
Value$2.4M (-$37.5K)
Filed 2026-11-03
FAI Advisors, Inc.
DECREASED
Shares40,195 from 42,431
Change-2,236 (-5%)
Value$2.4M (-$148.7K)
Filed 2026-10-27
Chilton Capital Management LLC
DECREASED
Shares40,016 from 112,874
Change-72,858 (-65%)
Value$2.4M (-$4.4M)
Filed 2026-10-28
Titleist Asset Management, LLC
INCREASED
Shares39,736 from 39,372
Change+364 (+1%)
Value$2.4M (+$6.7K)
Filed 2026-10-08
Family Wealth Partners, LLC
DECREASED
Shares39,695 from 40,351
Change-656 (-2%)
Value$2.4M (-$54.2K)
Filed 2026-10-20
Greenleaf Trust
DECREASED
Shares39,660 from 41,751
Change-2,091 (-5%)
Value$2.4M (-$139.9K)
Filed 2026-10-29
White Lighthouse Investment Management Inc.
DECREASED
Shares39,563 from 42,452
Change-2,889 (-7%)
Value$2.3M (-$187.5K)
Filed 2026-10-21
Revisor Wealth Management LLC
INCREASED
Shares39,463 from 37,461
Change+2,002 (+5%)
Value$2.3M (+$60.3K)
Filed 2026-10-20
Summa Corp.
NEW
Shares39,441
Change+39,441
Value$2.3M
Filed 2026-10-30
Gill Capital Partners, LLC
DECREASED
Shares39,130 from 39,142
Change-12 (0%)
Value$2.3M (-$15.6K)
Filed 2026-10-13
First Horizon Corp
INCREASED
Shares39,041 from 35,441
Change+3,600 (+10%)
Value$2.3M (+$200.0K)
Filed 2026-10-26
Monument Group Wealth Advisors, LLC
INCREASED
Shares39,001 from 38,807
Change+194 (+1%)
Value$2.3M (-$3.2K)
Filed 2026-10-21
Eastern Bank
DECREASED
Shares38,920 from 42,713
Change-3,793 (-9%)
Value$2.3M (-$241.2K)
Filed 2026-10-05
Fell Capital Management
DECREASED
Shares38,806 from 39,181
Change-375 (-1%)
Value$2.3M (-$37.1K)
Filed 2026-10-09
Legacy Edge Advisors, LLC
INCREASED
Shares38,525 from 37,524
Change+1,001 (+3%)
Value$2.3M (+$45.1K)
Filed 2026-11-06
Renasant Bank
DECREASED
Shares38,174 from 40,124
Change-1,950 (-5%)
Value$2.3M (-$130.9K)
Filed 2026-11-05
M Holdings Securities, Inc.
NEW
Shares37,498
Change+37,498
Value$2.1K
Filed 2026-11-03
United Community Bank
DECREASED
Shares37,311 from 38,055
Change-744 (-2%)
Value$2.2M (-$58.6K)
Filed 2026-10-28
Olio Financial Planning
DECREASED
Shares37,254 from 37,510
Change-256 (-1%)
Value$2.2M (-$29.4K)
Filed 2026-10-22
Crescent Grove Advisors, LLC
DECREASED
Shares37,154 from 37,721
Change-567 (-1%)
Value$2.2M (-$48.0K)
Filed 2026-10-21
Verum Partners LLC
DECREASED
Shares37,099 from 43,674
Change-6,575 (-15%)
Value$2.2M (-$406.6K)
Filed 2026-10-21
City State Bank
DECREASED
Shares37,011 from 37,879
Change-868 (-2%)
Value$2.2M (-$65.9K)
Filed 2026-10-20
Union Bancaire Privee, UBP SA
DECREASED
Shares37,002 from 296,186
Change-259,184 (-88%)
Value$1.9M (-$15.5M)
Filed 2026-11-04
LifeGuide Financial Advisors, LLC
DECREASED
Shares36,859 from 38,388
Change-1,529 (-4%)
Value$2.2M (-$105.2K)
Filed 2026-10-20
Community Bank, N.A.
DECREASED
Shares36,852 from 38,217
Change-1,365 (-4%)
Value$2.2M (-$95.1K)
Filed 2026-11-06
Schear Investment Advisers, LLC
NEW
Shares36,782
Change+36,782
Value$2.2M
Filed 2026-10-14
Tempo Wealth, LLC
INCREASED
Shares36,782 from 34,337
Change+2,445 (+7%)
Value$2.2M (+$132.0K)
Filed 2026-10-14
Davidson Trust Co
DECREASED
Shares36,770 from 36,787
Change-17 (0%)
Value$2.2M (-$14.9K)
Filed 2026-10-09
Koshinski Asset Management, Inc.
INCREASED
Shares36,722 from 35,933
Change+789 (+2%)
Value$2.2M (+$33.1K)
Filed 2026-10-29
Simplicity Wealth,LLC
INCREASED
Shares36,692 from 23,070
Change+13,622 (+59%)
Value$2.2M (+$799.2K)
Filed 2026-10-23
Global Financial Private Client, LLC
DECREASED
Shares36,633 from 36,988
Change-355 (-1%)
Value$2.2M (-$35.1K)
Filed 2026-10-15
Entrust Financial LLC
INCREASED
Shares36,386 from 33,156
Change+3,230 (+10%)
Value$2.2M (+$178.9K)
Filed 2026-11-04
Granite Islands Private Wealth, LLC
NEW
Shares36,380
Change+36,380
Value$2.2M
Filed 2026-10-16
Vaughan & Co Securities, Inc.
DECREASED
Shares36,315 from 38,391
Change-2,076 (-5%)
Value$2.2M (-$137.7K)
Filed 2026-10-23
RED Lighthouse Investment Management, LLC
UNCHANGED
Shares36,195 from 36,195
Change0 (0%)
Value$2.1M (-$13.8K)
Filed 2026-11-02
Avant Financial Advisors LLC
DECREASED
Shares36,148 from 36,268
Change-120 (0%)
Value$2.1M (-$20.9K)
Filed 2026-11-02
Lake Street Private Wealth, LLC
INCREASED
Shares36,013 from 35,673
Change+340 (+1%)
Value$2.1M (+$6.6K)
Filed 2026-10-22
Exchange Bank
INCREASED
Shares35,646 from 31,175
Change+4,471 (+14%)
Value$2.1M (+$253.3K)
Filed 2026-10-07
Blue Trust, Inc.
DECREASED
Shares35,440 from 38,071
Change-2,631 (-7%)
Value$2.1M (-$170.5K)
Filed 2026-10-15
RS Crum Inc.
DECREASED
Shares35,135 from 35,230
Change-95 (0%)
Value$2.1M (-$19.0K)
Filed 2026-10-19
Viewpoint Investment Partners Corp
DECREASED
Shares35,120 from 35,720
Change-600 (-2%)
Value$2.1M (-$49.9K)
Filed 2026-10-26
North Star Investment Management Corp.
DECREASED
Shares34,832 from 36,050
Change-1,218 (-3%)
Value$2.1M (-$86.0K)
Filed 2026-10-27
International Assets Investment Management, LLC
INCREASED
Shares34,788 from 34,250
Change+538 (+2%)
Value$2.1M (+$25.3K)
Filed 2026-11-02
Hubbell Strickland Wealth Management, LLC
INCREASED
Shares34,687 from 29,878
Change+4,809 (+16%)
Value$2.1M (+$273.9K)
Filed 2026-10-29
Archford Capital Strategies, LLC
INCREASED
Shares34,678 from 34,327
Change+351 (+1%)
Value$2.1M (+$7.8K)
Filed 2026-10-19
Infinity Wealth Counsel, LLC
INCREASED
Shares34,556 from 33,495
Change+1,061 (+3%)
Value$2.0M (+$50.2K)
Filed 2026-10-15
Shepherd Street Advisors LLC
INCREASED
Shares34,499 from 34,459
Change+40 (+0%)
Value$2.1M (+$12.0K)
Filed 2026-10-21
Allegiance Financial Group Advisory Services LLC
DECREASED
Shares34,455 from 35,939
Change-1,484 (-4%)
Value$2.0M (-$101.7K)
Filed 2026-11-02
Argyle Capital Partners, LLC
DECREASED
Shares34,366 from 35,092
Change-726 (-2%)
Value$2.0M (-$56.4K)
Filed 2026-10-23
Financial Enhancement Group LLC
DECREASED
Shares34,316 from 34,660
Change-344 (-1%)
Value$2.1M (-$15.0K)
Filed 2026-10-08
Innova Wealth Partners
DECREASED
Shares34,098 from 36,361
Change-2,263 (-6%)
Value$2.0M (-$148.0K)
Filed 2026-10-21
AMG National Trust Bank
DECREASED
Shares34,020 from 34,399
Change-379 (-1%)
Value$2.0M (-$35.5K)
Filed 2026-11-05
Liberty Capital Management, Inc.
INCREASED
Shares33,997 from 32,901
Change+1,096 (+3%)
Value$2.0M (+$52.5K)
Filed 2026-11-02
Rockwood Wealth Management, LLC
INCREASED
Shares33,793 from 28,146
Change+5,647 (+20%)
Value$2.0M (+$324.3K)
Filed 2026-10-27
Armbruster Capital Management, Inc.
DECREASED
Shares33,756 from 34,731
Change-975 (-3%)
Value$2.0M (-$71.0K)
Filed 2026-10-19
My Personal CFO, LLC
INCREASED
Shares33,561 from 27,256
Change+6,305 (+23%)
Value$2.0M (+$363.6K)
Filed 2026-10-14
Copper Harbor Investment Advisors, LLC
INCREASED
Shares33,559 from 33,546
Change+13 (+0%)
Value$2.0M (-$12.0K)
Filed 2026-10-16
Cypress Wealth Services, LLC
DECREASED
Shares33,540 from 34,427
Change-887 (-3%)
Value$2.0M (-$21.8K)
Filed 2026-10-21
Nabity-Jensen Investment Management Inc
DECREASED
Shares33,474 from 34,456
Change-982 (-3%)
Value$2.0M (-$71.4K)
Filed 2026-10-23
Northland Capital Management LLC
INCREASED
Shares33,411 from 32,602
Change+809 (+2%)
Value$2.0M (+$35.6K)
Filed 2026-10-15
Shepherd Financial Partners LLC
DECREASED
Shares33,376 from 33,510
Change-134 (0%)
Value$2.0M (-$20.7K)
Filed 2026-11-03
Bahl & Gaynor LLC
INCREASED
Shares33,296 from 31,480
Change+1,816 (+6%)
Value$2.0M (+$95.7K)
Filed 2026-11-05
Hegarty Advisors, LLC
DECREASED
Shares33,135 from 34,469
Change-1,334 (-4%)
Value$2.0M (-$92.3K)
Filed 2026-10-20
Retirement Investment Advisors, Inc.
DECREASED
Shares32,941 from 32,946
Change-5 (0%)
Value$2.0M (+$16.8K)
Filed 2026-10-22
Aire Advisors, LLC
DECREASED
Shares32,921 from 33,707
Change-786 (-2%)
Value$2.0M (-$59.5K)
Filed 2026-10-22
Quadrant Capital Group LLC
INCREASED
Shares32,882 from 32,868
Change+14 (+0%)
Value$2.0M (+$507)
Filed 2026-10-20
Northwest Wealth Management, LLC
INCREASED
Shares32,780 from 32,722
Change+58 (+0%)
Value$1.9M (-$9.0K)
Filed 2026-10-30
Cooke Wealth Management, LLC
DECREASED
Shares32,651 from 34,286
Change-1,635 (-5%)
Value$1.9M (-$110.0K)
Filed 2026-10-13
GreatBanc Trust Co
INCREASED
Shares32,380 from 32,287
Change+93 (+0%)
Value$1.9M (-$6.8K)
Filed 2026-11-04
Sterling Investment Management, LLC
INCREASED
Shares32,353 from 30,575
Change+1,778 (+6%)
Value$1.9M (+$93.8K)
Filed 2026-10-16
DB Fitzpatrick & Co, Inc
DECREASED
Shares32,225 from 32,822
Change-597 (-2%)
Value$1.9M (-$47.9K)
Filed 2026-10-19
Sowell Financial Services LLC
INCREASED
Shares32,220 from 31,496
Change+724 (+2%)
Value$1.9M (+$31.0K)
Filed 2026-10-23
Frederick Financial Consultants, LLC
INCREASED
Shares32,210 from 32,120
Change+90 (+0%)
Value$1.9M (-$6.9K)
Filed 2026-10-29
Fiduciary Financial Group, LLC
INCREASED
Shares32,149 from 32,027
Change+122 (+0%)
Value$1.9M (-$4.9K)
Filed 2026-10-13
Catalyst Financial Partners LLC
INCREASED
Shares31,976 from 30,865
Change+1,111 (+4%)
Value$1.9M (+$54.1K)
Filed 2026-11-06
Coyle Financial Counsel LLC
DECREASED
Shares31,691 from 33,469
Change-1,778 (-5%)
Value$1.9M (-$118.1K)
Filed 2026-10-28
Market Street Wealth Management Advisors LLC
DECREASED
Shares31,676 from 32,738
Change-1,062 (-3%)
Value$1.9M (-$75.5K)
Filed 2026-10-09
Lpwm LLC
INCREASED
Shares31,572 from 28,913
Change+2,659 (+9%)
Value$1.9M (+$146.7K)
Filed 2026-10-20
First Citizens Financial Corp
DECREASED
Shares31,494 from 32,961
Change-1,467 (-4%)
Value$1.9M (-$99.5K)
Filed 2026-10-02
Park Edge Advisors, LLC
INCREASED
Shares31,384 from 29,964
Change+1,420 (+5%)
Value$1.9M (+$72.8K)
Filed 2026-10-28
Financial Insights, Inc.
DECREASED
Shares31,275 from 31,571
Change-296 (-1%)
Value$1.9M (-$29.6K)
Filed 2026-10-27
Steinberganna Wealth Management
INCREASED
Shares31,262 from 31,256
Change+6 (+0%)
Value$1.9M (-$11.5K)
Filed 2026-10-23
One Day In July LLC
DECREASED
Shares31,261 from 31,647
Change-386 (-1%)
Value$1.9M (-$34.9K)
Filed 2026-10-30
Global Assets Advisory, LLC
INCREASED
Shares31,197 from 30,580
Change+617 (+2%)
Value$1.9M (+$78.2K)
Filed 2026-10-28
Bedel Financial Consulting, Inc.
DECREASED
Shares31,176 from 31,326
Change-150 (0%)
Value$1.8M (-$20.8K)
Filed 2026-11-06
James Investment Research, Inc.
UNCHANGED
Shares30,980 from 30,980
Change0 (0%)
Value$1.8M (-$11.8K)
Filed 2026-10-22
rebel Financial LLC
DECREASED
Shares30,961 from 107,495
Change-76,534 (-71%)
Value$1.8M (-$4.6M)
Filed 2026-11-04
Crusonia Wealth Advisors LLC
INCREASED
Shares30,779 from 30,672
Change+107 (+0%)
Value$1.8M (-$5.3K)
Filed 2026-10-26
Princeton Global Asset Management LLC
DECREASED
Shares30,734 from 31,059
Change-325 (-1%)
Value$1.8M (-$31.1K)
Filed 2026-10-21
Ramsay, Stattman, Vela & Price, Inc.
INCREASED
Shares30,512 from 30,162
Change+350 (+1%)
Value$1.8M (+$9.3K)
Filed 2026-10-19
Tufton Capital Management
INCREASED
Shares30,456 from 27,528
Change+2,928 (+11%)
Value$1.8K (-$1.6M)
Filed 2026-10-20
National Wealth Management Group, LLC
INCREASED
Shares30,398 from 17,378
Change+13,020 (+75%)
Value$1.8M (+$765.6K)
Filed 2026-10-26
Palatine Hill Wealth Management, LLC
INCREASED
Shares30,209 from 29,883
Change+326 (+1%)
Value$1.8M (+$8.0K)
Filed 2026-11-03
Madrid Wealth Management, LLC
DECREASED
Shares30,121 from 31,352
Change-1,231 (-4%)
Value$1.8M (-$84.9K)
Filed 2026-10-23
Hourglass Capital, LLC
DECREASED
Shares30,045 from 34,345
Change-4,300 (-13%)
Value$1.8M (-$268.1K)
Filed 2026-10-26
Roth Financial Partners LLC
DECREASED
Shares29,918 from 31,138
Change-1,220 (-4%)
Value$1.8M (-$84.2K)
Filed 2026-10-06
Hughes Financial Services, LLC
DECREASED
Shares29,907 from 30,095
Change-188 (-1%)
Value$1.7M (-$103.6K)
Filed 2026-10-30
May Hill Capital, LLC
DECREASED
Shares29,773 from 30,041
Change-268 (-1%)
Value$1.8M (-$27.3K)
Filed 2026-11-03
Whipplewood Advisors, LLC
INCREASED
Shares29,475 from 28,031
Change+1,444 (+5%)
Value$1.7M (+$75.0K)
Filed 2026-10-20
Rosenberg Matthew Hamilton
INCREASED
Shares29,300 from 29,180
Change+120 (+0%)
Value$1.7M (-$4.0K)
Filed 2026-10-05
Level Four Advisory Services, LLC
INCREASED
Shares29,194 from 26,579
Change+2,615 (+10%)
Value$1.7M (+$145.0K)
Filed 2026-11-06
Cushing Capital Partners, LLC
DECREASED
Shares29,184 from 31,998
Change-2,814 (-9%)
Value$1.7M (-$179.1K)
Filed 2026-10-20
Bfsg, LLC
DECREASED
Shares29,147 from 32,927
Change-3,780 (-11%)
Value$1.7M (-$236.7K)
Filed 2026-10-30
OFC Financial Planning, LLC
INCREASED
Shares29,139 from 29,120
Change+19 (+0%)
Value$1.7M (-$9.9K)
Filed 2026-11-06
McClarren Financial Advisors, Inc.
INCREASED
Shares29,045 from 25,997
Change+3,048 (+12%)
Value$1.7M (+$170.9K)
Filed 2026-10-15
Braun-Bostich & Associates Inc.
INCREASED
Shares29,018 from 28,991
Change+27 (+0%)
Value$1.7M (-$9.4K)
Filed 2026-10-20
Valpey Financial Services, LLC
INCREASED
Shares28,945 from 26,145
Change+2,800 (+11%)
Value$1.7M (+$156.1K)
Filed 2026-10-30
Trust Co of Toledo NA
INCREASED
Shares28,942 from 28,725
Change+217 (+1%)
Value$1.7M (+$2.0K)
Filed 2026-10-16
Andina Capital Management, LLC
DECREASED
Shares28,911 from 39,373
Change-10,462 (-27%)
Value$1.7M (-$635.5K)
Filed 2026-10-21
Mechanics Financial Corp
DECREASED
Shares28,887 from 29,037
Change-150 (-1%)
Value$1.7M (-$19.9K)
Filed 2026-11-05
Axos Invest Inc.
DECREASED
Shares28,876 from 30,930
Change-2,054 (-7%)
Value$1.7M (-$133.6K)
Filed 2026-10-21
Allen Capital Group, LLC
DECREASED
Shares28,731 from 29,131
Change-400 (-1%)
Value$1.7M (-$34.8K)
Filed 2026-10-27
Retirement Guys Formula LLC
INCREASED
Shares28,582 from 25,108
Change+3,474 (+14%)
Value$1.7M (+$197.3K)
Filed 2026-10-26
Elevation Point Wealth Partners, LLC
INCREASED
Shares28,274 from 27,020
Change+1,254 (+5%)
Value$1.7M (+$64.1K)
Filed 2026-11-05
Certified Advisory Corp
DECREASED
Shares28,252 from 28,782
Change-530 (-2%)
Value$1.7M (-$42.4K)
Filed 2026-10-29
C2c Wealth Management, LLC
DECREASED
Shares28,116 from 30,177
Change-2,061 (-7%)
Value$1.7M (-$133.7K)
Filed 2026-10-20
Old Peak Finance LLC
INCREASED
Shares28,058 from 28,056
Change+2 (+0%)
Value$1.7M (-$10.6K)
Filed 2026-11-02
Barclays PLC
INCREASED
Shares27,988 from 20,953
Change+7,035 (+34%)
Value$1.7M (+$409.3K)
Filed 2026-11-06
Sachem Hill LLC
DECREASED
Shares27,975 from 35,243
Change-7,268 (-21%)
Value$1.7M (-$444.4K)
Filed 2026-10-14
Carret Asset Management, LLC
INCREASED
Shares27,943 from 27,868
Change+75 (+0%)
Value$1.7M (-$6.1K)
Filed 2026-11-04
Black Diamond Financial, LLC
INCREASED
Shares27,922 from 26,726
Change+1,196 (+4%)
Value$1.7M (+$60.8K)
Filed 2026-10-26
Endeavor Private Wealth, Inc.
INCREASED
Shares27,922 from 27,259
Change+663 (+2%)
Value$1.7M (+$28.9K)
Filed 2026-11-05
Swmg, LLC
INCREASED
Shares27,851 from 27,649
Change+202 (+1%)
Value$1.6M (-$50.2K)
Filed 2026-10-23
Cambridge Capital Management, LLC
DECREASED
Shares27,812 from 27,931
Change-119 (0%)
Value$1.6M (-$17.7K)
Filed 2026-10-19
Inscription Capital, LLC
INCREASED
Shares27,762 from 24,886
Change+2,876 (+12%)
Value$1.6M (+$161.2K)
Filed 2026-11-02
Founders Financial Securities LLC
INCREASED
Shares27,687 from 27,481
Change+206 (+1%)
Value$1.6M (+$1.8K)
Filed 2026-10-28
United Financial Planning Group LLC
DECREASED
Shares27,603 from 27,787
Change-184 (-1%)
Value$1.6M (-$21.5K)
Filed 2026-11-04
First Nebraska Trust Co
DECREASED
Shares27,599 from 27,821
Change-222 (-1%)
Value$1.6M (-$23.8K)
Filed 2026-10-30
Chapin Davis, Inc.
INCREASED
Shares27,534 from 27,405
Change+129 (+0%)
Value$1.6M (-$2.8K)
Filed 2026-10-09
BCS Wealth Management
DECREASED
Shares27,490 from 27,632
Change-142 (-1%)
Value$1.6M (-$18.9K)
Filed 2026-11-03
Granite Investment Partners, LLC
UNCHANGED
Shares27,336 from 27,336
Change0 (0%)
Value$1.6M (-$10.4K)
Filed 2026-11-04
Morton Brown Family Wealth, LLC
INCREASED
Shares27,284 from 26,659
Change+625 (+2%)
Value$1.6M (+$26.9K)
Filed 2026-10-23
Equity Wealth Partners, LLC
INCREASED
Shares27,255 from 27,012
Change+243 (+1%)
Value$1.6M (+$4.1K)
Filed 2026-10-26
Flagship Harbor Advisors, LLC
DECREASED
Shares27,241 from 30,041
Change-2,800 (-9%)
Value$1.6M (-$177.5K)
Filed 2026-10-26
Viewpoint Capital Management LLC
INCREASED
Shares27,129 from 26,741
Change+388 (+1%)
Value$1.6M (+$12.8K)
Filed 2026-10-27
Stevens Capital Partners
INCREASED
Shares27,112 from 20,651
Change+6,461 (+31%)
Value$1.6M (+$375.4K)
Filed 2026-10-29
Verus Capital Partners, LLC
DECREASED
Shares27,104 from 27,462
Change-358 (-1%)
Value$1.6M (-$31.6K)
Filed 2026-11-03
Aspen Investment Management Inc
INCREASED
Shares27,050 from 26,421
Change+629 (+2%)
Value$1.6K (+$27)
Filed 2026-11-05
Elevate Capital Advisors, LLC
INCREASED
Shares27,033 from 4,849
Change+22,184 (+458%)
Value$1.6M (+$1.3M)
Filed 2026-11-02
Crestwood Advisors Group, LLC
DECREASED
Shares27,026 from 27,759
Change-733 (-3%)
Value$1.6M (-$54.0K)
Filed 2026-10-27
Valley Forge Investment Consultants Inc ADV
INCREASED
Shares26,980 from 26,938
Change+42 (+0%)
Value$1.6M (-$7.7K)
Filed 2026-11-03
Smith Partners Wealth Management, LLC
DECREASED
Shares26,901 from 44,341
Change-17,440 (-39%)
Value$1.6M (-$1.1M)
Filed 2026-11-05
Lord & Richards Wealth Management, LLC
DECREASED
Shares26,836 from 32,055
Change-5,219 (-16%)
Value$1.6M (-$321.7K)
Filed 2026-10-14
Lebenthal Global Advisors, LLC
INCREASED
Shares26,835 from 26,761
Change+74 (+0%)
Value$1.6M (-$5.8K)
Filed 2026-10-28
FC Advisory LLC
INCREASED
Shares26,815 from 25,997
Change+818 (+3%)
Value$1.6M (+$38.7K)
Filed 2026-10-05
Petersen Hastings Wealth Advisors Inc.
INCREASED
Shares26,775 from 26,509
Change+266 (+1%)
Value$1.6M (+$5.7K)
Filed 2026-10-27
Acorn Wealth Advisors, LLC
DECREASED
Shares26,628 from 28,206
Change-1,578 (-6%)
Value$1.6M (-$104.3K)
Filed 2026-10-19
SP Asset Management LLC
INCREASED
Shares26,530 from 26,481
Change+49 (+0%)
Value$1.6M (-$7.2K)
Filed 2026-11-05
Greenfield Savings Bank
INCREASED
Shares26,389 from 25,536
Change+853 (+3%)
Value$1.6M (+$40.9K)
Filed 2026-10-07
Bank Julius Baer & Co. Ltd, Zurich
UNCHANGED
Shares26,357 from 26,357
Change0 (0%)
Value$1.6M (-$10.0K)
Filed 2026-10-29
Highland Capital Management, LLC
UNCHANGED
Shares25,948 from 25,948
Change0 (0%)
Value$1.5M (-$9.9K)
Filed 2026-10-26
Squire Investment Management Company, LLC
DECREASED
Shares25,918 from 28,176
Change-2,258 (-8%)
Value$1.5M (-$144.6K)
Filed 2026-11-03
Saxon Interests, Inc.
DECREASED
Shares25,863 from 26,720
Change-857 (-3%)
Value$1.5M (-$61.0K)
Filed 2026-10-26
Willow Creek Wealth Management Inc.
INCREASED
Shares25,705 from 20,909
Change+4,796 (+23%)
Value$1.5M (+$276.5K)
Filed 2026-10-26
Factory Mutual Insurance Co
DECREASED
Shares25,600 from 28,100
Change-2,500 (-9%)
Value$1.5M (-$159.0K)
Filed 2026-10-30
Novem Group
DECREASED
Shares25,565 from 25,574
Change-9 (0%)
Value$1.5M (-$10.2K)
Filed 2026-10-19
Alamar Capital Management, LLC
INCREASED
Shares25,527 from 23,717
Change+1,810 (+8%)
Value$1.5M (+$98.3K)
Filed 2026-11-02
Donalies Financial Planning, LLC
INCREASED
Shares25,380 from 25,096
Change+284 (+1%)
Value$1.5M (+$7.3K)
Filed 2026-10-19
Aaron Wealth Advisors LLC
INCREASED
Shares25,342 from 14,542
Change+10,800 (+74%)
Value$1.5M (+$635.0K)
Filed 2026-10-13
Stablepoint Partners, LLC
INCREASED
Shares25,223 from 23,184
Change+2,039 (+9%)
Value$1.5M (+$112.1K)
Filed 2026-11-03
Axxcess Wealth Management, LLC
DECREASED
Shares25,007 from 760,785
Change-735,778 (-97%)
Value$1.5M (-$43.9M)
Filed 2026-10-21
GAM Holding AG
UNCHANGED
Shares25,000 from 25,000
Change0 (0%)
Value$1.5M (-$9.5K)
Filed 2026-11-03
NBT Bank, N.A.
INCREASED
Shares24,574 from 24,484
Change+90 (+0%)
Value$1.5M (-$4.0K)
Filed 2026-10-21
Obsidian CIO, LLC
INCREASED
Shares24,549 from 23,133
Change+1,416 (+6%)
Value$1.5M (+$75.2K)
Filed 2026-11-05
Narus Financial Partners, LLC
DECREASED
Shares24,527 from 24,732
Change-205 (-1%)
Value$1.5M (-$21.5K)
Filed 2026-10-19
Autumn Glory Partners, LLC
UNCHANGED
Shares24,481 from 24,481
Change0 (0%)
Value$1.5M (-$9.3K)
Filed 2026-10-26
Chemistry Wealth Management LLC
INCREASED
Shares24,356 from 23,839
Change+517 (+2%)
Value$1.4M (+$21.6K)
Filed 2026-10-16
Mcdonald Partners LLC
INCREASED
Shares24,053 from 22,551
Change+1,502 (+7%)
Value$1.4M (+$80.5K)
Filed 2026-11-03
DeLarme Wealth Management, Inc.
DECREASED
Shares24,029 from 24,154
Change-125 (-1%)
Value$1.4M (-$16.6K)
Filed 2026-10-30
Studio Investment Management LLC
DECREASED
Shares24,005 from 25,899
Change-1,894 (-7%)
Value$1.4M (-$122.2K)
Filed 2026-10-22
Carnegie Investment Counsel
INCREASED
Shares23,946 from 7,023
Change+16,923 (+241%)
Value$1.4M (+$1.0M)
Filed 2026-10-20
Roof Eidam Maycock Peralta, LLC
INCREASED
Shares23,939 from 23,600
Change+339 (+1%)
Value$1.4M (+$11.2K)
Filed 2026-10-15
Windsor Capital Management, LLC
DECREASED
Shares23,897 from 24,077
Change-180 (-1%)
Value$1.4M (-$19.9K)
Filed 2026-10-13
Hazlett, Burt & Watson, Inc.
INCREASED
Shares23,854 from 15,526
Change+8,328 (+54%)
Value$1.4K (-$719.8K)
Filed 2026-11-04
LongView Wealth Management
INCREASED
Shares23,720 from 22,669
Change+1,051 (+5%)
Value$1.4M (+$53.7K)
Filed 2026-10-19
F&V Capital Management, LLC
UNCHANGED
Shares23,658 from 23,658
Change0 (0%)
Value$1.4K (-$1.4M)
Filed 2026-10-19
SBK Financial, Inc.
UNCHANGED
Shares23,599 from 23,599
Change0 (0%)
Value$1.4M (-$8.9K)
Filed 2026-11-02
Arbor Wealth Advisors LLC
INCREASED
Shares23,495 from 23,492
Change+3 (+0%)
Value$1.4M (-$8.7K)
Filed 2026-10-09
J2 Capital Management Inc
INCREASED
Shares23,289 from 22,556
Change+733 (+3%)
Value$1.4M (+$34.9K)
Filed 2026-10-19
Sightline Wealth Advisors, LLC
DECREASED
Shares23,286 from 27,738
Change-4,452 (-16%)
Value$1.4M (-$274.6K)
Filed 2026-10-21
Washington Trust Co
INCREASED
Shares23,282 from 23,013
Change+269 (+1%)
Value$1.4M (+$7.2K)
Filed 2026-10-22
McHugh Group, LLC
UNCHANGED
Shares23,269 from 23,269
Change0 (0%)
Value$1.4M (-$8.8K)
Filed 2026-10-19
Busey Bank
DECREASED
Shares23,214 from 23,325
Change-111 (0%)
Value$1.4M (-$15.4K)
Filed 2026-10-26
Boston Trust Walden Corp
INCREASED
Shares23,204 from 22,889
Change+315 (+1%)
Value$1.4M (+$10.0K)
Filed 2026-10-30
John G Ullman & Associates Inc
DECREASED
Shares22,850 from 23,150
Change-300 (-1%)
Value$1.4M (-$26.6K)
Filed 2026-11-04
CWC Advisors, Llc.
INCREASED
Shares22,799 from 22,083
Change+716 (+3%)
Value$1.4M (+$34.1K)
Filed 2026-10-15
Finley Financial, LLC
UNCHANGED
Shares22,645 from 22,645
Change0 (0%)
Value$1.3M (-$14.9K)
Filed 2026-10-28
Topor & Co. Korea
UNCHANGED
Shares22,641 from 22,641
Change0 (0%)
Value$1.3M (-$8.6K)
Filed 2026-10-22
Phillips Financial Management, LLC
DECREASED
Shares22,564 from 23,359
Change-795 (-3%)
Value$1.3M (-$56.0K)
Filed 2026-10-19
Pictet North America Advisors SA
INCREASED
Shares22,510 from 19,530
Change+2,980 (+15%)
Value$1.3M (+$169.3K)
Filed 2026-10-21
Keudell ison Wealth Management
INCREASED
Shares22,505 from 21,395
Change+1,110 (+5%)
Value$1.3M (+$57.7K)
Filed 2026-10-16
Cadent Capital Advisors, LLC
DECREASED
Shares22,486 from 23,059
Change-573 (-2%)
Value$1.3M (-$42.7K)
Filed 2026-10-09
Diversified Portfolios, Inc.
DECREASED
Shares22,447 from 23,369
Change-922 (-4%)
Value$1.3M (-$63.6K)
Filed 2026-11-04
Legacy Bridge, LLC
DECREASED
Shares22,433 from 23,138
Change-705 (-3%)
Value$1.3M (-$50.6K)
Filed 2026-10-28
Florida Trust Wealth Management Co
INCREASED
Shares22,304 from 19,865
Change+2,439 (+12%)
Value$1.3M (+$137.1K)
Filed 2026-11-05
Trilogy Capital Inc.
INCREASED
Shares22,249 from 21,406
Change+843 (+4%)
Value$1.3M (+$41.9K)
Filed 2026-10-20
Valley Wealth Managers, Inc.
DECREASED
Shares22,173 from 23,588
Change-1,415 (-6%)
Value$1.3M (-$92.9K)
Filed 2026-10-09
Keeler Thomas Management LLC
INCREASED
Shares22,063 from 18,015
Change+4,048 (+22%)
Value$1.3M (+$233.2K)
Filed 2026-10-29
Intrua Financial, LLC
DECREASED
Shares22,007 from 26,207
Change-4,200 (-16%)
Value$1.3M (-$259.1K)
Filed 2026-10-28
Appleton Partners Inc
DECREASED
Shares22,007 from 22,327
Change-320 (-1%)
Value$1.3K (-$1.3M)
Filed 2026-10-30
Hickory Point Bank & Trust
UNCHANGED
Shares21,994 from 21,994
Change0 (0%)
Value$1.3M (-$8.4K)
Filed 2026-10-01
Turtle Creek Wealth Advisors, LLC
DECREASED
Shares21,972 from 32,777
Change-10,805 (-33%)
Value$1.3M (-$642.8K)
Filed 2026-10-15
Fulton Bank, N.A.
INCREASED
Shares21,835 from 15,853
Change+5,982 (+38%)
Value$1.3M (+$348.8K)
Filed 2026-10-14
Meridian Investment Counsel Inc.
INCREASED
Shares21,834 from 21,766
Change+68 (+0%)
Value$1.3M (-$4.2K)
Filed 2026-10-14
Burke & Herbert Bank & Trust Co
DECREASED
Shares21,756 from 22,056
Change-300 (-1%)
Value$1.3M (-$26.2K)
Filed 2026-11-02
Interchange Capital Partners, LLC
DECREASED
Shares21,732 from 23,372
Change-1,640 (-7%)
Value$1.3M (-$106.1K)
Filed 2026-10-28
Rydar Equities, Inc.
NEW
Shares21,654
Change+21,654
Value$1.3M
Filed 2026-10-13
Beam Wealth Advisors, Inc.
DECREASED
Shares21,649 from 23,396
Change-1,747 (-7%)
Value$1.3M (-$112.5K)
Filed 2026-11-03
Curated Wealth Partners LLC
DECREASED
Shares21,581 from 21,705
Change-124 (-1%)
Value$1.3M (-$15.6K)
Filed 2026-10-15
First Financial Corp
DECREASED
Shares21,507 from 21,663
Change-156 (-1%)
Value$1.3M (-$17.5K)
Filed 2026-10-13
StoneX Group Inc.
INCREASED
Shares21,474 from 20,792
Change+682 (+3%)
Value$1.3M (+$32.8K)
Filed 2026-11-03
Gryphon Financial Partners LLC
INCREASED
Shares21,410 from 19,773
Change+1,637 (+8%)
Value$1.3M (+$89.6K)
Filed 2026-11-04
Curry Webb Wealth Management LLC
UNCHANGED
Shares21,263 from 21,263
Change0 (0%)
Value$1.3M ($0)
Filed 2026-10-22
Trace Wealth Advisors, LLC
UNCHANGED
Shares21,245 from 21,245
Change0 (0%)
Value$1.3M (-$8.1K)
Filed 2026-10-30
Evermay Wealth Management LLC
DECREASED
Shares21,026 from 21,550
Change-524 (-2%)
Value$1.2M (-$39.3K)
Filed 2026-11-05
First American Bank
INCREASED
Shares21,026 from 20,964
Change+62 (+0%)
Value$1.2M (-$4.3K)
Filed 2026-10-27
Essex Bank
INCREASED
Shares20,988 from 12,588
Change+8,400 (+67%)
Value$1.2M (+$493.5K)
Filed 2026-10-16
Balentine LLC
DECREASED
Shares20,943 from 21,826
Change-883 (-4%)
Value$1.2M (-$60.6K)
Filed 2026-11-03
Trek Financial, LLC
INCREASED
Shares20,896 from 20,535
Change+361 (+2%)
Value$1.2M (+$13.6K)
Filed 2026-10-29
Sumitomo Mitsui Trust Group, Inc.
INCREASED
Shares20,756 from 20,328
Change+428 (+2%)
Value$1.2M (+$17.7K)
Filed 2026-10-29
Gibbs Wealth Management
INCREASED
Shares20,731 from 17,739
Change+2,992 (+17%)
Value$1.2M (+$170.7K)
Filed 2026-10-22
Platform Technology Partners
INCREASED
Shares20,517 from 17,604
Change+2,913 (+17%)
Value$1.2M (+$166.1K)
Filed 2026-11-02
Affinity Capital Advisors, LLC
INCREASED
Shares20,471 from 14,927
Change+5,544 (+37%)
Value$1.2M (+$326.7K)
Filed 2026-10-13
Voisard Asset Management Group, Inc.
DECREASED
Shares20,419 from 20,572
Change-153 (-1%)
Value$1.2M (-$16.9K)
Filed 2026-10-13
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares20,418 from 18,187
Change+2,231 (+12%)
Value$1.2M (+$125.5K)
Filed 2026-10-14
Veery Capital, LLC
INCREASED
Shares20,347 from 19,062
Change+1,285 (+7%)
Value$1.2M (+$69.0K)
Filed 2026-10-07
Bison Wealth, LLC
INCREASED
Shares20,225 from 19,473
Change+752 (+4%)
Value$1.2M (+$38.3K)
Filed 2026-10-13
MSH Capital Advisors LLC
INCREASED
Shares20,224 from 17,900
Change+2,324 (+13%)
Value$1.2M (+$131.1K)
Filed 2026-11-03
Hutchens & Kramer Investment Management Group, LLC
DECREASED
Shares20,168 from 20,296
Change-128 (-1%)
Value$1.2M (-$15.3K)
Filed 2026-10-16
Value Investment Professionals, LLC
DECREASED
Shares20,159 from 20,188
Change-29 (0%)
Value$1.2M (-$9.4K)
Filed 2026-10-13
First Interstate Bank
DECREASED
Shares20,086 from 21,516
Change-1,430 (-7%)
Value$1.2M (-$93.0K)
Filed 2026-10-23
Baldwin Wealth Partners LLC
DECREASED
Shares19,875 from 20,137
Change-262 (-1%)
Value$1.2M (-$23.2K)
Filed 2026-10-13
Jacobi Capital Management LLC
INCREASED
Shares19,837 from 18,953
Change+884 (+5%)
Value$1.2M (+$45.2K)
Filed 2026-11-05
Eukles Asset Management
INCREASED
Shares19,814 from 17,630
Change+2,184 (+12%)
Value$1.2M (+$122.8K)
Filed 2026-11-04
Portside Wealth Group, LLC
DECREASED
Shares19,703 from 21,034
Change-1,331 (-6%)
Value$1.2M (-$86.9K)
Filed 2026-10-20
D.B. Root & Company, LLC
UNCHANGED
Shares19,594 from 19,594
Change0 (0%)
Value$1.2M (-$7.4K)
Filed 2026-11-04
Key FInancial Inc
INCREASED
Shares19,549 from 16,155
Change+3,394 (+21%)
Value$1.2M (+$195.2K)
Filed 2026-11-02
Peoples Financial Services Corp.
INCREASED
Shares19,454 from 18,930
Change+524 (+3%)
Value$1.2M (+$24.1K)
Filed 2026-10-20
Astra Wealth Partners LLC
DECREASED
Shares19,423 from 19,449
Change-26 (0%)
Value$1.2M (-$8.9K)
Filed 2026-11-06
Triad Wealth Partners, LLC
INCREASED
Shares19,307 from 18,460
Change+847 (+5%)
Value$1.1M (+$54.9K)
Filed 2026-10-26
Advisory Solutions Group, LLC
INCREASED
Shares19,302 from 18,642
Change+660 (+4%)
Value$1.1M (+$32.1K)
Filed 2026-10-14
55 North Private Wealth, LLC
INCREASED
Shares19,289 from 18,052
Change+1,237 (+7%)
Value$1.1M (+$66.5K)
Filed 2026-10-20
LVM Capital Management LTD
INCREASED
Shares19,041 from 18,941
Change+100 (+1%)
Value$1.1M (+$1.1M)
Filed 2026-10-20
Barrett & Company, Inc.
INCREASED
Shares18,987 from 18,569
Change+418 (+2%)
Value$1.1M (+$17.7K)
Filed 2026-10-22
Integrity Investment Advisors, LLC
INCREASED
Shares18,967 from 16,882
Change+2,085 (+12%)
Value$1.1M (+$117.2K)
Filed 2026-11-03
Eagle Bay Advisors LLC
DECREASED
Shares18,836 from 25,791
Change-6,955 (-27%)
Value$1.1M (-$422.3K)
Filed 2026-10-16
Gold Investment Management Ltd.
INCREASED
Shares18,799 from 18,656
Change+143 (+1%)
Value$1.1M (+$1.1K)
Filed 2026-10-19
RF&L Wealth Management, LLC
DECREASED
Shares18,765 from 18,859
Change-94 (0%)
Value$1.1M (-$12.7K)
Filed 2026-10-20
Nilsine Partners, LLC
NEW
Shares18,726
Change+18,726
Value$1.1M
Filed 2026-11-02
Cannon Financial Strategists, Inc.
INCREASED
Shares18,721 from 18,689
Change+32 (+0%)
Value$1.1M (-$5.2K)
Filed 2026-10-19
Ifrah Financial Services, Inc.
DECREASED
Shares18,713 from 19,114
Change-401 (-2%)
Value$1.1M (-$31.0K)
Filed 2026-10-13
Palisade Asset Management, LLC
DECREASED
Shares18,634 from 20,693
Change-2,059 (-10%)
Value$1.1M (-$130.0K)
Filed 2026-11-03
Visionary Wealth Advisors
INCREASED
Shares18,605 from 17,507
Change+1,098 (+6%)
Value$1.1M (+$58.4K)
Filed 2026-11-04
NBH Bank
INCREASED
Shares18,501 from 17,644
Change+857 (+5%)
Value$1.1M (+$44.1K)
Filed 2026-11-05
Riverbridge Partners LLC
UNCHANGED
Shares18,480 from 18,480
Change0 (0%)
Value$1.1M (-$7.0K)
Filed 2026-11-05
Phillip James Consulting Co.
DECREASED
Shares18,294 from 19,127
Change-833 (-4%)
Value$1.1M (-$56.7K)
Filed 2026-11-03
Downshift Financial, LLC
DECREASED
Shares18,280 from 18,282
Change-2 (0%)
Value$1.1M (-$7.1K)
Filed 2026-10-13
Golden State Wealth Management, LLC
INCREASED
Shares18,279 from 15,833
Change+2,446 (+15%)
Value$1.1M (+$139.0K)
Filed 2026-11-02
High Net Worth Advisory Group LLC
INCREASED
Shares18,262 from 18,125
Change+137 (+1%)
Value$1.1M (+$1.3K)
Filed 2026-10-26
Whitegate Investment Counselors, Inc.
INCREASED
Shares18,236 from 15,469
Change+2,767 (+18%)
Value$1.1M (+$158.2K)
Filed 2026-11-02
Fisher Asset Management, LLC
INCREASED
Shares18,226 from 17,904
Change+322 (+2%)
Value$1.1M (+$12.3K)
Filed 2026-11-06
Rossby Financial, LCC
INCREASED
Shares18,190 from 14,913
Change+3,277 (+22%)
Value$1.1M (+$199.7K)
Filed 2026-11-05
Cohen Investment Advisors LLC
INCREASED
Shares18,181 from 18,078
Change+103 (+1%)
Value$1.1M (-$761)
Filed 2026-10-20
Duncker Streett & Co Inc
INCREASED
Shares18,175 from 11,059
Change+7,116 (+64%)
Value$1.1M (+$417.9K)
Filed 2026-10-27
Sidoxia Capital Management, LLC
INCREASED
Shares18,173 from 17,270
Change+903 (+5%)
Value$1.1M (+$47.0K)
Filed 2026-10-28
Blue Bell Private Wealth Management, LLC
INCREASED
Shares18,108 from 5,994
Change+12,114 (+202%)
Value$1.1M (+$716.2K)
Filed 2026-10-29
Long Road Investment Counsel, LLC
DECREASED
Shares18,100 from 19,500
Change-1,400 (-7%)
Value$1.1M (-$90.4K)
Filed 2026-11-04
Aureum Wealth Management, LLC
DECREASED
Shares18,065 from 18,183
Change-118 (-1%)
Value$1.1M (-$13.9K)
Filed 2026-10-15
Archer Investment Corp
DECREASED
Shares18,039 from 18,323
Change-284 (-2%)
Value$1.1M (-$23.8K)
Filed 2026-11-05
Grove Street Fiduciary, LLC
DECREASED
Shares18,028 from 18,911
Change-883 (-5%)
Value$1.1M (-$59.6K)
Filed 2026-10-13
J. Derek Lewis & Associates Inc.
INCREASED
Shares17,918 from 17,106
Change+812 (+5%)
Value$1.1M (+$58.1K)
Filed 2026-11-03
Golden Bell Financial Planning LLC
INCREASED
Shares17,912 from 17,877
Change+35 (+0%)
Value$1.1M (-$4.7K)
Filed 2026-11-02
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
UNCHANGED
Shares17,900 from 17,900
Change0 (0%)
Value$1.1M (-$6.8K)
Filed 2026-10-29
KFG LLC
NEW
Shares17,870
Change+17,870
Value$1.1M
Filed 2026-11-02
LexAurum Advisors, LLC
INCREASED
Shares17,864 from 12,491
Change+5,373 (+43%)
Value$1.1M (+$313.9K)
Filed 2026-10-19
Darden Wealth Group Inc
INCREASED
Shares17,849 from 16,884
Change+965 (+6%)
Value$1.1M (+$50.8K)
Filed 2026-11-06
Richardson Financial Services Inc.
INCREASED
Shares17,835 from 16,917
Change+918 (+5%)
Value$1.1M (+$48.0K)
Filed 2026-10-30
Wernau Asset Management Inc.
INCREASED
Shares17,833 from 17,816
Change+17 (+0%)
Value$1.1M (-$5.8K)
Filed 2026-10-19
BridgePort Financial Solutions, LLC
INCREASED
Shares17,625 from 16,959
Change+666 (+4%)
Value$1.0M (+$33.1K)
Filed 2026-11-02
Peak Financial Management, Inc.
INCREASED
Shares17,607 from 17,542
Change+65 (+0%)
Value$1.0M (-$2.8K)
Filed 2026-10-16
Kaizen Financial Strategies
DECREASED
Shares17,542 from 17,563
Change-21 (0%)
Value$1.0M (+$341)
Filed 2026-10-09
Destiny Wealth Partners, LLC
NEW
Shares17,419
Change+17,419
Value$970.2K
Filed 2026-11-05
Parkside Investments, LLC
UNCHANGED
Shares17,410 from 17,410
Change0 (0%)
Value$1.0M (-$6.6K)
Filed 2026-10-20
Washington Trust Advisors, Inc.
DECREASED
Shares17,359 from 17,548
Change-189 (-1%)
Value$1.0M (-$17.9K)
Filed 2026-10-22
Montecito Bank & Trust
INCREASED
Shares17,332 from 17,289
Change+43 (+0%)
Value$1.0M (-$4.0K)
Filed 2026-10-01
Kingswood Wealth Advisors, LLC
INCREASED
Shares17,205 from 17,093
Change+112 (+1%)
Value$1.0M (+$157)
Filed 2026-10-23
Global Wealth Management Investment Advisory, Inc.
DECREASED
Shares17,033 from 17,350
Change-317 (-2%)
Value$1.0M (-$25.4K)
Filed 2026-11-04
BOS Asset Management, LLC
INCREASED
Shares17,002 from 16,141
Change+861 (+5%)
Value$1.0M (+$44.9K)
Filed 2026-10-09
Disciplina Capital Management LLC
DECREASED
Shares16,822 from 16,834
Change-12 (0%)
Value$997.7K (-$7.1K)
Filed 2026-11-06
Baxter Bros Inc
INCREASED
Shares16,803 from 16,719
Change+84 (+1%)
Value$996.6K (-$1.4K)
Filed 2026-11-04
Shakespeare Wealth Management, LLC
NEW
Shares16,729
Change+16,729
Value$992.2K
Filed 2026-10-28
Putney Financial Group LLC
INCREASED
Shares16,725 from 16,010
Change+715 (+4%)
Value$992.0K (+$36.3K)
Filed 2026-10-30
Well Done, LLC
INCREASED
Shares16,630 from 14,040
Change+2,590 (+18%)
Value$986.3K (+$148.3K)
Filed 2026-10-20
Ashton Thomas Securities, LLC
DECREASED
Shares16,621 from 16,667
Change-46 (0%)
Value$985.8K (-$9.7K)
Filed 2026-10-26
RCS Financial Planning, LLC
DECREASED
Shares16,517 from 16,731
Change-214 (-1%)
Value$979.6K (-$19.0K)
Filed 2026-10-14
McLean Asset Management Corp
INCREASED
Shares16,505 from 14,334
Change+2,171 (+15%)
Value$895.2K (+$53.1K)
Filed 2026-11-06
Prosperity Planning, Inc.
DECREASED
Shares16,417 from 16,441
Change-24 (0%)
Value$973.7K (-$7.6K)
Filed 2026-10-09
LAM Group, Inc.
UNCHANGED
Shares16,417 from 16,417
Change0 (0%)
Value$973.7K (-$6.2K)
Filed 2026-10-26
Great Point Wealth Advisors, LLC
DECREASED
Shares16,407 from 17,313
Change-906 (-5%)
Value$973.1K (-$60.3K)
Filed 2026-10-15
Mustard Seed Financial, LLC
INCREASED
Shares16,397 from 15,880
Change+517 (+3%)
Value$972.5K (+$24.6K)
Filed 2026-10-30
Synergy Asset Management, LLC
INCREASED
Shares16,340 from 13,955
Change+2,385 (+17%)
Value$969.1K (+$136.2K)
Filed 2026-11-05
Matthew Goff Investment Advisor, LLC
NEW
Shares16,153
Change+16,153
Value$958.0K
Filed 2026-10-13
Beirne Wealth Consulting Services, LLC
DECREASED
Shares16,132 from 150,453
Change-134,321 (-89%)
Value$956.8K (-$8.0M)
Filed 2026-10-19
Sherman Wealth Management LLC
DECREASED
Shares16,103 from 16,126
Change-23 (0%)
Value$955.1K (-$7.5K)
Filed 2026-10-16
Buck Wealth Strategies, LLC
INCREASED
Shares15,935 from 11,283
Change+4,652 (+41%)
Value$945.1K (+$271.6K)
Filed 2026-10-28
Hurley Capital, LLC
INCREASED
Shares15,910 from 15,832
Change+78 (+0%)
Value$943.7K (-$1.3K)
Filed 2026-11-05
CogentBlue Wealth Advisors, LLC
DECREASED
Shares15,847 from 18,423
Change-2,576 (-14%)
Value$939.9K (-$159.8K)
Filed 2026-10-09
Sovran Advisors, LLC
DECREASED
Shares15,810 from 17,782
Change-1,972 (-11%)
Value$894.9K (-$131.9K)
Filed 2026-11-02
AFG Fiduciary Services Limited Partnership
DECREASED
Shares15,726 from 15,749
Change-23 (0%)
Value$938.5K (+$8.7K)
Filed 2026-10-21
Jeter Robert S II
NEW
Shares15,721
Change+15,721
Value$938.2K
Filed 2026-10-16
Stewardship Advisors, LLC
DECREASED
Shares15,647 from 16,246
Change-599 (-4%)
Value$928.0K (-$41.7K)
Filed 2026-10-20
L.K. Benson & Company, P.C.
INCREASED
Shares15,614 from 15,603
Change+11 (+0%)
Value$926.0K (-$5.3K)
Filed 2026-10-23
Wiregrass Investment Management LLC
UNCHANGED
Shares15,603 from 15,603
Change0 (0%)
Value$925.4K (-$5.9K)
Filed 2026-11-05
Pillar Financial Advisors, LLC
DECREASED
Shares15,537 from 15,705
Change-168 (-1%)
Value$921.5K (-$15.9K)
Filed 2026-10-21
Revolve Wealth Partners, LLC
UNCHANGED
Shares15,513 from 15,513
Change0 (0%)
Value$920.1K (-$5.9K)
Filed 2026-10-23
Cordgrass Capital Advisors, LLC
DECREASED
Shares15,490 from 18,568
Change-3,078 (-17%)
Value$918.7K (-$189.6K)
Filed 2026-10-30
Bayban
UNCHANGED
Shares15,458 from 15,458
Change0 (0%)
Value$922.7K ($0)
Filed 2026-11-05
Moneco Advisors, LLC
INCREASED
Shares15,415 from 12,850
Change+2,565 (+20%)
Value$914.3K (+$147.3K)
Filed 2026-11-05
Waller Financial Planning Group, Inc
UNCHANGED
Shares15,403 from 15,403
Change0 (0%)
Value$913.5K (-$5.9K)
Filed 2026-10-07
Marks Group Wealth Management, Inc
DECREASED
Shares15,334 from 27,160
Change-11,826 (-44%)
Value$909.5K (-$711.7K)
Filed 2026-11-05
Total Clarity Wealth Management, Inc.
INCREASED
Shares15,293 from 12,629
Change+2,664 (+21%)
Value$907.1K (+$153.2K)
Filed 2026-10-26
Sterling Investment Advisors, Ltd.
DECREASED
Shares15,292 from 15,609
Change-317 (-2%)
Value$906.9K (-$24.7K)
Filed 2026-10-27
Aquire Wealth Advisors, LLC
DECREASED
Shares15,218 from 15,224
Change-6 (0%)
Value$902.6K (-$6.1K)
Filed 2026-10-23
World Equity Group, Inc.
DECREASED
Shares15,199 from 23,382
Change-8,183 (-35%)
Value$901.5K (-$494.2K)
Filed 2026-10-14
Obermeyer Wealth Partners
INCREASED
Shares14,996 from 14,955
Change+41 (+0%)
Value$889.4K (-$3.3K)
Filed 2026-10-21
Rainey & Randall Wealth Advisors Inc.
DECREASED
Shares14,994 from 14,995
Change-1 (0%)
Value$889.3K (-$5.8K)
Filed 2026-10-26
Factor Wealth Management LTD
DECREASED
Shares14,847 from 15,276
Change-429 (-3%)
Value$880.6K (-$31.2K)
Filed 2026-10-08
Folger Nolan Fleming Douglas Capital Management, Inc
INCREASED
Shares14,797 from 13,116
Change+1,681 (+13%)
Value$877.6K (+$94.7K)
Filed 2026-10-13
NTV Asset Management LLC
INCREASED
Shares14,741 from 5,576
Change+9,165 (+164%)
Value$874.3K (+$541.5K)
Filed 2026-10-23
Bigelow Investment Advisors, LLC
DECREASED
Shares14,727 from 15,243
Change-516 (-3%)
Value$873.5K (-$36.4K)
Filed 2026-10-13
CX Institutional
DECREASED
Shares14,724 from 14,866
Change-142 (-1%)
Value$873 (-$14)
Filed 2026-10-02
Net Worth Advisory Group
INCREASED
Shares14,640 from 13,790
Change+850 (+6%)
Value$864.2K (+$41.0K)
Filed 2026-10-20
Wealth Architects, LLC
INCREASED
Shares14,628 from 12,519
Change+2,109 (+17%)
Value$867.6K (+$120.3K)
Filed 2026-11-03
Entrewealth, LLC
INCREASED
Shares14,572 from 13,749
Change+823 (+6%)
Value$864.2K (+$39.8K)
Filed 2026-10-14
Liberty Atlantic Advisors LLC
INCREASED
Shares14,518 from 11,936
Change+2,582 (+22%)
Value$861.0K (+$148.6K)
Filed 2026-10-14
Grandfield & Dodd, LLC
UNCHANGED
Shares14,516 from 14,516
Change0 (0%)
Value$861.1K (-$5.5K)
Filed 2026-10-29
DecisionPoint Financial, LLC
INCREASED
Shares14,408 from 14,205
Change+203 (+1%)
Value$850.5K (+$9.3K)
Filed 2026-10-27
Beacon Financial Advisory LLC
DECREASED
Shares14,299 from 20,981
Change-6,682 (-32%)
Value$848.1K (-$404.3K)
Filed 2026-10-16
Forum Financial Management, LP
INCREASED
Shares14,297 from 13,945
Change+352 (+3%)
Value$847.9K (+$15.5K)
Filed 2026-10-16
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares14,292 from 14,513
Change-221 (-2%)
Value$847.7K (-$18.6K)
Filed 2026-10-16
Cohen Capital Management, Inc.
INCREASED
Shares14,288 from 14,283
Change+5 (+0%)
Value$847.4K (-$5.1K)
Filed 2026-10-14
TCI Wealth Advisors, Inc.
INCREASED
Shares14,190 from 9,447
Change+4,743 (+50%)
Value$841.6K (+$277.7K)
Filed 2026-10-30
Prudent Man Advisors, LLC
DECREASED
Shares14,119 from 14,128
Change-9 (0%)
Value$983.6K (-$6.8K)
Filed 2026-11-03
Montag A & Associates Inc
INCREASED
Shares14,113 from 13,852
Change+261 (+2%)
Value$837.0K (+$10.2K)
Filed 2026-10-29
Goldstein Advisors, LLC
INCREASED
Shares14,105 from 13,763
Change+342 (+2%)
Value$836.6K (+$15.1K)
Filed 2026-10-15
ADE, LLC
INCREASED
Shares14,101 from 13,786
Change+315 (+2%)
Value$836.3K (+$13.5K)
Filed 2026-10-29
Opinicus Capital, Inc.
DECREASED
Shares14,011 from 14,025
Change-14 (0%)
Value$831.0K (-$6.2K)
Filed 2026-10-28
Carrera Capital Advisors
INCREASED
Shares13,978 from 13,328
Change+650 (+5%)
Value$829.0K (+$33.5K)
Filed 2026-11-03
Caldwell Trust Co
INCREASED
Shares13,976 from 13,024
Change+952 (+7%)
Value$828.9K (+$51.5K)
Filed 2026-10-30
Missouri Trust & Investment Co
DECREASED
Shares13,928 from 13,953
Change-25 (0%)
Value$826.1K (+$6.3K)
Filed 2026-11-04
Austin Asset Management Co Inc
DECREASED
Shares13,897 from 14,115
Change-218 (-2%)
Value$824.2K (-$18.3K)
Filed 2026-10-29
Columbia Asset Management
INCREASED
Shares13,876 from 13,850
Change+26 (+0%)
Value$823.0K (-$3.7K)
Filed 2026-10-19
Canandaigua National Trust Co of Florida
NEW
Shares13,857
Change+13,857
Value$821.9K
Filed 2026-10-07
Somerset Trust Co
INCREASED
Shares13,830 from 12,858
Change+972 (+8%)
Value$820.3K (+$52.8K)
Filed 2026-10-13
City Center Advisors, LLC
INCREASED
Shares13,727 from 13,024
Change+703 (+5%)
Value$814.1K (+$36.7K)
Filed 2026-10-08
PKS Advisory Services, LLC
UNCHANGED
Shares13,718 from 13,718
Change0 (0%)
Value$818.8K ($0)
Filed 2026-10-26
Equita Financial Network, Inc.
INCREASED
Shares13,715 from 13,512
Change+203 (+2%)
Value$813.4K (+$6.9K)
Filed 2026-10-19
Gilpin Wealth Management, LLC
INCREASED
Shares13,704 from 13,650
Change+54 (+0%)
Value$812.8K (-$2.0K)
Filed 2026-10-09
Silver Grove Financial Group, Inc.
INCREASED
Shares13,612 from 12,740
Change+872 (+7%)
Value$807.4K (+$46.9K)
Filed 2026-11-05
Firestone Capital Management
INCREASED
Shares13,473 from 13,039
Change+434 (+3%)
Value$799.1K (+$20.8K)
Filed 2026-11-03
Relyea Zuckerberg Hanson LLC
INCREASED
Shares13,445 from 13,222
Change+223 (+2%)
Value$797.4K (+$8.2K)
Filed 2026-10-20
Richard P Slaughter Associates Inc
DECREASED
Shares13,426 from 13,651
Change-225 (-2%)
Value$796.3K (-$18.5K)
Filed 2026-10-13
HBW Advisory Services LLC
DECREASED
Shares13,417 from 14,038
Change-621 (-4%)
Value$795.8K (-$42.2K)
Filed 2026-10-15
Nautilus Advisors LLC
UNCHANGED
Shares13,384 from 13,384
Change0 (0%)
Value$793.8K (-$7.8K)
Filed 2026-10-07
Goelzer Investment Management, Inc.
DECREASED
Shares13,362 from 13,676
Change-314 (-2%)
Value$792.5K (-$23.8K)
Filed 2026-10-16
Morling Financial Advisors, LLC
DECREASED
Shares13,348 from 13,411
Change-63 (0%)
Value$791.6K (-$8.8K)
Filed 2026-10-28
IAG Wealth Partners, LLC
UNCHANGED
Shares13,313 from 13,313
Change0 (0%)
Value$789.6K (-$5.1K)
Filed 2026-11-06
Cambridge Financial Group, LLC
UNCHANGED
Shares13,301 from 13,301
Change0 (0%)
Value$793.9K ($0)
Filed 2026-10-06
Atlas Brown,Inc.
INCREASED
Shares13,280 from 13,265
Change+15 (+0%)
Value$787.6K (-$4.2K)
Filed 2026-10-09
Foguth Wealth Management, Llc.
INCREASED
Shares13,279 from 10,187
Change+3,092 (+30%)
Value$770.6K (+$180.5K)
Filed 2026-10-19
NorthLanding Financial Partners, LLC
DECREASED
Shares13,157 from 13,175
Change-18 (0%)
Value$780.3K (-$6.1K)
Filed 2026-10-15
Milestone Asset Management Group, LLC
INCREASED
Shares13,049 from 10,901
Change+2,148 (+20%)
Value$773.9K (+$123.3K)
Filed 2026-10-20
American Financial & TAX Strategies Inc
UNCHANGED
Shares13,035 from 13,035
Change0 (0%)
Value$773.1K (-$4.9K)
Filed 2026-10-16
Sage Capital Advisors,llc
INCREASED
Shares12,987 from 12,571
Change+416 (+3%)
Value$770.3K (+$19.9K)
Filed 2026-10-13
Glass Jacobson Investment Advisors llc
INCREASED
Shares12,985 from 12,848
Change+137 (+1%)
Value$770.2K (+$3.3K)
Filed 2026-10-26
Gould Asset Management LLC
DECREASED
Shares12,896 from 13,396
Change-500 (-4%)
Value$764.8K (-$34.7K)
Filed 2026-11-06
Quantum Financial Advisors, LLC
DECREASED
Shares12,892 from 13,968
Change-1,076 (-8%)
Value$764.6K (-$69.1K)
Filed 2026-11-03
Schwartz Investment Counsel Inc
INCREASED
Shares12,828 from 12,806
Change+22 (+0%)
Value$760.8K (-$3.6K)
Filed 2026-10-26
North Capital, Inc.
INCREASED
Shares12,799 from 12,779
Change+20 (+0%)
Value$763.8K (+$1.0K)
Filed 2026-10-16
Americana Partners, LLC
INCREASED
Shares12,797 from 12,787
Change+10 (+0%)
Value$759.0K (-$4.3K)
Filed 2026-10-28
Lincoln Capital LLC
DECREASED
Shares12,693 from 12,704
Change-11 (0%)
Value$753.4K (-$4.9K)
Filed 2026-10-09
Arwa LLC
DECREASED
Shares12,672 from 33,945
Change-21,273 (-63%)
Value$756.2K (-$1.2M)
Filed 2026-10-21
Essex LLC
DECREASED
Shares12,626 from 12,832
Change-206 (-2%)
Value$748.8K (-$17.1K)
Filed 2026-10-14
Fort Washington Investment Advisors Inc
DECREASED
Shares12,550 from 12,854
Change-304 (-2%)
Value$744.3K (-$22.9K)
Filed 2026-10-15
Collective Family Office LLC
INCREASED
Shares12,488 from 12,320
Change+168 (+1%)
Value$740.7K (+$5.3K)
Filed 2026-10-05
Tenon Financial LLC
INCREASED
Shares12,452 from 11,620
Change+832 (+7%)
Value$738.5K (+$44.9K)
Filed 2026-10-14
Citrine Capital LLC
INCREASED
Shares12,424 from 11,391
Change+1,033 (+9%)
Value$736.9K (+$56.9K)
Filed 2026-10-14
Nikulski Financial, Inc.
INCREASED
Shares12,376 from 12,243
Change+133 (+1%)
Value$734.0K (+$3.2K)
Filed 2026-11-06
Radnor Capital Management, LLC
UNCHANGED
Shares12,360 from 12,360
Change0 (0%)
Value$733.1K (-$4.7K)
Filed 2026-10-23
Integrity Advisory Solutions, LLC
INCREASED
Shares12,356 from 7,655
Change+4,701 (+61%)
Value$732.9K (+$275.9K)
Filed 2026-10-29
First Hawaiian Bank
DECREASED
Shares12,267 from 12,388
Change-121 (-1%)
Value$727.6K (-$11.9K)
Filed 2026-10-14
McKinley Carter Wealth Services, Inc.
UNCHANGED
Shares12,243 from 12,243
Change0 (0%)
Value$726.2K (-$4.7K)
Filed 2026-10-16
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED
Shares12,238 from 11,932
Change+306 (+3%)
Value$725.8K (+$13.6K)
Filed 2026-10-28
Capital Management Associates, Inc
DECREASED
Shares12,236 from 12,914
Change-678 (-5%)
Value$725.7K (-$45.2K)
Filed 2026-10-20
Freestate Advisors LLC
INCREASED
Shares12,214 from 10,554
Change+1,660 (+16%)
Value$724.4K (+$94.5K)
Filed 2026-10-09
Stordahl Capital Management, Inc.
DECREASED
Shares12,200 from 12,634
Change-434 (-3%)
Value$723.6K (-$30.6K)
Filed 2026-10-22
Vista Capital Partners, Inc.
INCREASED
Shares12,198 from 10,772
Change+1,426 (+13%)
Value$723.5K (+$80.5K)
Filed 2026-11-06
Ascentis Independent Advisors
INCREASED
Shares12,196 from 191
Change+12,005 (+6285%)
Value$723.6K (+$712.2K)
Filed 2026-11-03
Sagespring Wealth Partners, LLC
INCREASED
Shares12,077 from 11,809
Change+268 (+2%)
Value$716.3K (+$11.5K)
Filed 2026-10-22
West Paces Advisors Inc.
UNCHANGED
Shares12,049 from 12,049
Change0 (0%)
Value$714.6K (-$4.6K)
Filed 2026-10-13
Investmark Advisory Group LLC
INCREASED
Shares12,042 from 6,579
Change+5,463 (+83%)
Value$714.2K (+$321.6K)
Filed 2026-10-27
Richmond Investment Services, LLC
NEW
Shares11,973
Change+11,973
Value$710.1K
Filed 2026-10-29
Verdence Capital Advisors LLC
INCREASED
Shares11,954 from 3,426
Change+8,528 (+249%)
Value$709.0K (+$504.5K)
Filed 2026-10-26
Sawgrass Asset Management LLC
UNCHANGED
Shares11,954 from 11,954
Change0 (0%)
Value$709.0K (-$4.5K)
Filed 2026-11-03
Cora Capital Advisors LLC
DECREASED
Shares11,875 from 11,902
Change-27 (0%)
Value$704.3K (-$6.1K)
Filed 2026-11-02
Syverson Strege & Co
INCREASED
Shares11,788 from 9,807
Change+1,981 (+20%)
Value$699.1K (+$113.7K)
Filed 2026-11-02
Warren Street Wealth Advisors, LLC
DECREASED
Shares11,763 from 11,840
Change-77 (-1%)
Value$697.6K (-$9.1K)
Filed 2026-11-04
Arista Wealth Management, LLC
DECREASED
Shares11,735 from 12,531
Change-796 (-6%)
Value$696.0K (-$52.0K)
Filed 2026-10-29
Romano Brothers and Company
INCREASED
Shares11,726 from 11,161
Change+565 (+5%)
Value$695.5K (+$29.3K)
Filed 2026-10-22
Harbour Capital Advisors, LLC
UNCHANGED
Shares11,712 from 11,712
Change0 (0%)
Value$694.6K (-$6.8K)
Filed 2026-10-13
Five Oceans Advisors
DECREASED
Shares11,669 from 12,605
Change-936 (-7%)
Value$692.1K (-$60.3K)
Filed 2026-10-22
Capital Squared Financial LLC
INCREASED
Shares11,624 from 10,864
Change+760 (+7%)
Value$689.4K (+$41.0K)
Filed 2026-10-30
Emerald Advisors, LLC
DECREASED
Shares11,573 from 11,820
Change-247 (-2%)
Value$686.4K (-$19.1K)
Filed 2026-10-13
Pekin Hardy Strauss, Inc.
INCREASED
Shares11,562 from 10,421
Change+1,141 (+11%)
Value$685.7K (+$63.7K)
Filed 2026-11-02
GEN Financial Management, Inc.
NEW
Shares11,500
Change+11,500
Value$682.1K
Filed 2026-10-13
3Chopt Investment Partners, LLC
INCREASED
Shares11,498 from 11,372
Change+126 (+1%)
Value$681.9K (+$3.2K)
Filed 2026-10-30
Greenwood Gearhart LLC
DECREASED
Shares11,442 from 11,523
Change-81 (-1%)
Value$678.6K (-$9.2K)
Filed 2026-11-02
Clientfirst Wealth Management, LLC
UNCHANGED
Shares11,430 from 11,430
Change0 (0%)
Value$677.9K (-$4.3K)
Filed 2026-11-04
Asset One Wealth Management LLC
DECREASED
Shares11,424 from 12,105
Change-681 (-6%)
Value$677.6K (-$42.5K)
Filed 2026-11-02
Private Wealth Management Group, LLC
DECREASED
Shares11,417 from 11,772
Change-355 (-3%)
Value$677.1K (-$25.5K)
Filed 2026-10-19
S.A. Mason LLC
INCREASED
Shares11,317 from 11,307
Change+10 (+0%)
Value$671.2K (-$3.7K)
Filed 2026-10-13
Sound Income Strategies, LLC
INCREASED
Shares11,290 from 10,162
Change+1,128 (+11%)
Value$667.2K (+$60.7K)
Filed 2026-10-09
Torrey Growth & Income Advisors
INCREASED
Shares11,278 from 10,476
Change+802 (+8%)
Value$670.9K (+$46.3K)
Filed 2026-11-04
Nicholas Wealth, Llc.
INCREASED
Shares11,274 from 8,753
Change+2,521 (+29%)
Value$668.6K (+$146.2K)
Filed 2026-10-26
Impact Capital Partners LLC
DECREASED
Shares11,232 from 12,149
Change-917 (-8%)
Value$666.2K (-$59.0K)
Filed 2026-10-22
71 West Capital Partners
DECREASED
Shares11,155 from 11,224
Change-69 (-1%)
Value$661.6K (-$8.4K)
Filed 2026-11-04
Sharper & Granite LLC
DECREASED
Shares11,115 from 11,370
Change-255 (-2%)
Value$600.8K (-$77.9K)
Filed 2026-11-02
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares11,074 from 11,065
Change+9 (+0%)
Value$656.8K (-$3.7K)
Filed 2026-10-29
Baker Boyer National Bank
UNCHANGED
Shares11,017 from 11,017
Change0 (0%)
Value$653.4K (-$4.2K)
Filed 2026-11-05
Michels Family Financial, LLC
DECREASED
Shares11,004 from 11,051
Change-47 (0%)
Value$652.7K (-$7.0K)
Filed 2026-11-02
IPG Investment Advisors LLC
INCREASED
Shares10,963 from 8,548
Change+2,415 (+28%)
Value$650.2K (+$140.0K)
Filed 2026-10-30
Apollon Financial, LLC
DECREASED
Shares10,909 from 11,002
Change-93 (-1%)
Value$647.0K (-$9.7K)
Filed 2026-10-23
Boltwood Capital Management
UNCHANGED
Shares10,900 from 10,900
Change0 (0%)
Value$646.5K (-$4.1K)
Filed 2026-10-02
Archer Investment Management, LLC
DECREASED
Shares10,880 from 12,455
Change-1,575 (-13%)
Value$645.3K (-$98.1K)
Filed 2026-10-13
Spectrum Strategic Capital Management, LLC
DECREASED
Shares10,864 from 11,165
Change-301 (-3%)
Value$644.3K (-$22.1K)
Filed 2026-10-22
Portland Financial Advisors Inc
INCREASED
Shares10,834 from 10,094
Change+740 (+7%)
Value$642.6K (+$40.1K)
Filed 2026-10-26
William Mack & Associates, Inc.
INCREASED
Shares10,730 from 10,727
Change+3 (+0%)
Value$636.4K (-$3.9K)
Filed 2026-10-27
Atlatl Advisers LLC
DECREASED
Shares10,709 from 14,990
Change-4,281 (-29%)
Value$635.2K (-$259.6K)
Filed 2026-10-22
Alliance Wealth Advisors, LLC
UNCHANGED
Shares10,707 from 10,707
Change0 (0%)
Value$635.0K (-$4.1K)
Filed 2026-10-14
Peirce Capital Management, LLC
UNCHANGED
Shares10,454 from 10,454
Change0 (0%)
Value$620.1K (-$4.0K)
Filed 2026-10-19
Mendel Money Management
INCREASED
Shares10,419 from 9,040
Change+1,379 (+15%)
Value$618.0K (+$78.4K)
Filed 2026-11-02
Woodward Financial Advisors, Inc.
DECREASED
Shares10,402 from 10,509
Change-107 (-1%)
Value$616.9K (-$10.3K)
Filed 2026-10-19
Cornerstone Planning Group LLC
DECREASED
Shares10,382 from 10,511
Change-129 (-1%)
Value$620.4K (+$2.3K)
Filed 2026-10-16
Carmel Capital Partners, LLC
INCREASED
Shares10,368 from 10,301
Change+67 (+1%)
Value$614.9K (+$51)
Filed 2026-11-03
Optimist Retirement Group LLC
INCREASED
Shares10,273 from 10,263
Change+10 (+0%)
Value$609.3K (-$3.3K)
Filed 2026-10-30
ETF Portfolio Partners, Inc.
DECREASED
Shares10,248 from 10,485
Change-237 (-2%)
Value$607.8K (-$18.0K)
Filed 2026-10-22
SeaBridge Investment Advisors LLC
INCREASED
Shares10,240 from 7,608
Change+2,632 (+35%)
Value$607.3K (+$153.2K)
Filed 2026-11-02
Welch Group, LLC
INCREASED
Shares10,193 from 10,178
Change+15 (+0%)
Value$604.5K (-$3.0K)
Filed 2026-10-29
Indiana Trust & Investment Management Co
DECREASED
Shares10,185 from 10,204
Change-19 (0%)
Value$604.1K (-$5.0K)
Filed 2026-10-22
Sentinel Advisory Group, LLC
UNCHANGED
Shares10,160 from 10,160
Change0 (0%)
Value$602.6K (-$3.9K)
Filed 2026-10-20
MBA Advisors LLC
UNCHANGED
Shares10,090 from 10,090
Change0 (0%)
Value$598.4K (-$3.8K)
Filed 2026-10-29
Fermata Advisors, LLC
NEW
Shares10,087
Change+10,087
Value$598.2K
Filed 2026-10-13
ETF Store, Inc.
DECREASED
Shares10,055 from 10,079
Change-24 (0%)
Value$596.4K (-$5.2K)
Filed 2026-10-19
ASO Group Ltd
DECREASED
Shares10,049 from 14,366
Change-4,317 (-30%)
Value$596 (-$857.4K)
Filed 2026-11-05
Align Financial, LLC
INCREASED
Shares9,971 from 9,776
Change+195 (+2%)
Value$591.4K (+$7.8K)
Filed 2026-10-16
Morton Capital Management LLC
DECREASED
Shares9,936 from 10,787
Change-851 (-8%)
Value$589.3K (-$54.6K)
Filed 2026-10-23
Sun Group Wealth Partners
DECREASED
Shares9,930 from 10,135
Change-205 (-2%)
Value$588.9K (-$16.1K)
Filed 2026-10-26
Luminvest Wealth Management LLC
DECREASED
Shares9,874 from 10,086
Change-212 (-2%)
Value$585.6K (-$16.5K)
Filed 2026-10-14
J.Safra Asset Management Corp
INCREASED
Shares9,850 from 9,844
Change+6 (+0%)
Value$584.2K (-$3.4K)
Filed 2026-11-03
Benchmark Financial, LLC
INCREASED
Shares9,849 from 9,449
Change+400 (+4%)
Value$584.2K (+$20.2K)
Filed 2026-10-16
McMill Wealth Management
INCREASED
Shares9,834 from 3,572
Change+6,262 (+175%)
Value$583.2K (+$367.5K)
Filed 2026-11-05
Nixon Peabody Trust Co
DECREASED
Shares9,791 from 9,882
Change-91 (-1%)
Value$580.7K (-$9.2K)
Filed 2026-10-23
KG Capital Management
INCREASED
Shares9,780 from 8,761
Change+1,019 (+12%)
Value$580.1K (+$57.1K)
Filed 2026-10-15
Quantify Chaos Advisors, LLC
INCREASED
Shares9,697 from 8,324
Change+1,373 (+16%)
Value$575.1K (+$78.3K)
Filed 2026-11-04
Buckhead Capital Management LLC
DECREASED
Shares9,670 from 9,752
Change-82 (-1%)
Value$573.5K (-$8.6K)
Filed 2026-11-03
Peoples Bank
DECREASED
Shares9,638 from 32,116
Change-22,478 (-70%)
Value$571.6K (-$1.3M)
Filed 2026-10-26
Gradient Capital Advisors, LLC
DECREASED
Shares9,619 from 11,014
Change-1,395 (-13%)
Value$570.5K (-$86.9K)
Filed 2026-10-21
Pioneer Wealth Management Group
DECREASED
Shares9,602 from 9,630
Change-28 (0%)
Value$569.5K (-$5.3K)
Filed 2026-10-09
MMA Asset Management LLC
DECREASED
Shares9,554 from 9,572
Change-18 (0%)
Value$566.6K (-$4.7K)
Filed 2026-11-02
Client 1ST Advisory Group, LLC
UNCHANGED
Shares9,517 from 9,517
Change0 (0%)
Value$564.5K (-$3.6K)
Filed 2026-10-19
Baker Ellis Asset Management LLC
DECREASED
Shares9,472 from 9,722
Change-250 (-3%)
Value$561.8K (-$18.5K)
Filed 2026-10-14
Guardian Financial Partners, LLC
INCREASED
Shares9,463 from 9,446
Change+17 (+0%)
Value$561.3K (-$2.5K)
Filed 2026-11-04
Ethic Inc.
DECREASED
Shares9,450 from 15,503
Change-6,053 (-39%)
Value$560.5K (-$364.9K)
Filed 2026-11-03
American Institute for Advanced Investment Management, LLP
INCREASED
Shares9,448 from 9,308
Change+140 (+2%)
Value$560.4K (+$4.8K)
Filed 2026-11-03
Meredith Wealth Planning
INCREASED
Shares9,382 from 9,354
Change+28 (+0%)
Value$556.4K (-$1.9K)
Filed 2026-10-14
Evolution Wealth Advisors, LLC
INCREASED
Shares9,350 from 9,319
Change+31 (+0%)
Value$554.5K (-$1.7K)
Filed 2026-11-03
Segment Wealth Management, LLC
DECREASED
Shares9,340 from 9,470
Change-130 (-1%)
Value$554.0K (-$11.3K)
Filed 2026-10-26
Probity Advisors, Inc.
DECREASED
Shares9,279 from 9,386
Change-107 (-1%)
Value$550.4K (-$9.9K)
Filed 2026-10-23
SeaCrest Wealth Management, LLC
INCREASED
Shares9,214 from 8,723
Change+491 (+6%)
Value$546.5K (+$25.8K)
Filed 2026-10-21
Plan A Wealth LLC
DECREASED
Shares9,184 from 9,187
Change-3 (0%)
Value$544.7K (-$3.7K)
Filed 2026-10-08
Clearstead Trust, LLC
INCREASED
Shares9,174 from 8,088
Change+1,086 (+13%)
Value$544.1K (+$61.3K)
Filed 2026-11-06
ARK & TLK Investments, LLC
UNCHANGED
Shares9,156 from 9,156
Change0 (0%)
Value$543.1K (-$3.5K)
Filed 2026-10-20
Holos Integrated Wealth LLC
DECREASED
Shares9,149 from 9,276
Change-127 (-1%)
Value$530.9K (-$15.3K)
Filed 2026-10-23
Evergreen Wealth Management, LLC
DECREASED
Shares9,148 from 9,296
Change-148 (-2%)
Value$542.6K (-$12.3K)
Filed 2026-11-06
Zenith Solutions, Inc.
INCREASED
Shares9,140 from 8,540
Change+600 (+7%)
Value$542.1K (+$32.3K)
Filed 2026-10-19
Sendero Wealth Management, LLC
DECREASED
Shares9,132 from 10,476
Change-1,344 (-13%)
Value$541.6K (-$83.7K)
Filed 2026-10-14
Smith Shellnut Wilson LLC
UNCHANGED
Shares9,128 from 9,128
Change0 (0%)
Value$541.4K (-$3.5K)
Filed 2026-10-21
Burton Enright Welch
DECREASED
Shares9,091 from 9,232
Change-141 (-2%)
Value$539.2K (-$11.8K)
Filed 2026-11-04
Seven Mile Advisory
INCREASED
Shares9,035 from 9,030
Change+5 (+0%)
Value$535.9K (-$3.1K)
Filed 2026-10-22
Etesian Wealth Advisors, Inc.
DECREASED
Shares8,960 from 9,397
Change-437 (-5%)
Value$531.4K (-$29.5K)
Filed 2026-10-27
Ridgewood Investments LLC
INCREASED
Shares8,959 from 8,929
Change+30 (+0%)
Value$531.4K (-$1.6K)
Filed 2026-10-05
MeadowBrook Investment Advisors LLC
DECREASED
Shares8,926 from 9,551
Change-625 (-7%)
Value$507.4K (-$62.7K)
Filed 2026-10-29
Fairman Group, LLC
INCREASED
Shares8,901 from 5,581
Change+3,320 (+59%)
Value$527.9K (+$194.8K)
Filed 2026-10-26
Councilmark Asset Management, LLC
UNCHANGED
Shares8,840 from 8,840
Change0 (0%)
Value$524.3K (-$3.4K)
Filed 2026-10-20
Gateway Investment Advisers LLC
DECREASED
Shares8,818 from 9,055
Change-237 (-3%)
Value$523.0K (-$17.5K)
Filed 2026-10-13
Cape Investment Advisory, Inc.
DECREASED
Shares8,794 from 8,935
Change-141 (-2%)
Value$521.6K (-$11.8K)
Filed 2026-10-13
True North Advisors, LLC
UNCHANGED
Shares8,794 from 8,794
Change0 (0%)
Value$521.6K (-$3.3K)
Filed 2026-10-22
Advisor Resource Council
INCREASED
Shares8,728 from 8,467
Change+261 (+3%)
Value$529.0K (+$20.4K)
Filed 2026-11-05
FSA Investment Group, LLC
INCREASED
Shares8,709 from 8,693
Change+16 (+0%)
Value$516.5K (-$2.3K)
Filed 2026-10-07
Sloy Dahl & Holst, LLC
INCREASED
Shares8,701 from 8,632
Change+69 (+1%)
Value$516.0K (+$764)
Filed 2026-10-14
First National Trust Co
DECREASED
Shares8,694 from 9,526
Change-832 (-9%)
Value$515.6K (-$53.0K)
Filed 2026-10-28
PUREfi Wealth, LLC
DECREASED
Shares8,676 from 8,966
Change-290 (-3%)
Value$514.6K (-$20.6K)
Filed 2026-10-19
Y-Intercept (Hong Kong) Ltd
NEW
Shares8,675
Change+8,675
Value$514.5K
Filed 2026-10-16
Powers Advisory Group, LLC
INCREASED
Shares8,643 from 4,372
Change+4,271 (+98%)
Value$512.6K (+$251.6K)
Filed 2026-10-14
Financial Perspectives, Inc
INCREASED
Shares8,637 from 8,565
Change+72 (+1%)
Value$512.3K (+$1.0K)
Filed 2026-11-03
Mayfair Advisory Group, LLC
INCREASED
Shares8,603 from 8,437
Change+166 (+2%)
Value$510.3K (+$22.6K)
Filed 2026-10-20
Cooper S Advisors, LLC
INCREASED
Shares8,599 from 8,598
Change+1 (+0%)
Value$510.0K (-$3.2K)
Filed 2026-11-03
Town Capital LLC
INCREASED
Shares8,585 from 8,492
Change+93 (+1%)
Value$509.2K (+$2.3K)
Filed 2026-11-03
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares8,573 from 8,573
Change0 (0%)
Value$508.5K (-$3.3K)
Filed 2026-11-02
TriaGen Wealth Management LLC
UNCHANGED
Shares8,558 from 8,558
Change0 (0%)
Value$507.6K (-$3.3K)
Filed 2026-10-14
Enclave Advisors LLC
NEW
Shares8,557
Change+8,557
Value$507.5K
Filed 2026-10-14
Bourgeon Capital Management LLC
DECREASED
Shares8,492 from 8,498
Change-6 (0%)
Value$503.7K (-$3.6K)
Filed 2026-10-19
First Community Trust NA
INCREASED
Shares8,467 from 2,249
Change+6,218 (+276%)
Value$502.2K (+$367.9K)
Filed 2026-10-07
Fonville Wealth Management LLC
INCREASED
Shares8,432 from 5,109
Change+3,323 (+65%)
Value$500.1K (+$195.1K)
Filed 2026-10-28
Emprise Bank
UNCHANGED
Shares8,430 from 8,430
Change0 (0%)
Value$500.0K (-$3.2K)
Filed 2026-10-07
Sage Investment Counsel LLC
DECREASED
Shares8,408 from 8,415
Change-7 (0%)
Value$498.7K (-$3.6K)
Filed 2026-10-26
Independent Wealth Network Inc.
INCREASED
Shares8,354 from 8,121
Change+233 (+3%)
Value$495.5K (+$10.8K)
Filed 2026-10-19
Guyasuta Investment Advisors Inc
UNCHANGED
Shares8,343 from 8,343
Change0 (0%)
Value$494.8K (-$3.2K)
Filed 2026-10-15
Quadrant Private Wealth Management, LLC
NEW
Shares8,331
Change+8,331
Value$494.1K
Filed 2026-11-04
Hill Island Financial LLC
UNCHANGED
Shares8,327 from 8,327
Change0 (0%)
Value$493.9K (-$3.2K)
Filed 2026-10-20
AUA Capital Management, LLC
DECREASED
Shares8,299 from 8,546
Change-247 (-3%)
Value$492.2K (-$17.9K)
Filed 2026-10-15
American Capital Advisory, LLC
DECREASED
Shares8,247 from 8,343
Change-96 (-1%)
Value$489.1K (-$8.9K)
Filed 2026-10-28
Kestra Investment Management, LLC
DECREASED
Shares8,246 from 8,539
Change-293 (-3%)
Value$489.1K (-$20.6K)
Filed 2026-11-04
Great Hill Capital LLC
UNCHANGED
Shares8,241 from 8,241
Change0 (0%)
Value$488.8K (-$3.1K)
Filed 2026-10-20
Community Bank & Trust, Waco, Texas
INCREASED
Shares8,227 from 5,022
Change+3,205 (+64%)
Value$488 (-$299.5K)
Filed 2026-10-19
Macroview Investment Management LLC
INCREASED
Shares8,195 from 7,357
Change+838 (+11%)
Value$486.1K (+$46.9K)
Filed 2026-10-26
Charis Legacy Partners, LLC
DECREASED
Shares8,172 from 8,188
Change-16 (0%)
Value$484.7K (-$4.1K)
Filed 2026-10-22
Forza Wealth Management, LLC
DECREASED
Shares8,161 from 8,397
Change-236 (-3%)
Value$484.0K (-$17.2K)
Filed 2026-10-20
Genesis Private Wealth, LLC
INCREASED
Shares8,158 from 7,439
Change+719 (+10%)
Value$483.8K (+$39.8K)
Filed 2026-11-02
Curran Financial Partners, LLC
INCREASED
Shares8,138 from 7,655
Change+483 (+6%)
Value$482.7K (+$25.7K)
Filed 2026-11-04
Capstone Wealth Management Group, Inc.
INCREASED
Shares8,134 from 8,132
Change+2 (+0%)
Value$482.4K (-$3.0K)
Filed 2026-10-19
Mirador Capital Partners LP
INCREASED
Shares8,092 from 8,082
Change+10 (+0%)
Value$479.9K (-$2.5K)
Filed 2026-10-09
Oarsman Capital, Inc.
DECREASED
Shares8,075 from 8,198
Change-123 (-1%)
Value$478.9K (-$10.4K)
Filed 2026-11-05
Uptown Financial Advisors LLC
INCREASED
Shares8,054 from 7,964
Change+90 (+1%)
Value$477.7K (+$2.3K)
Filed 2026-10-15
Pinnacle Financial Group, LLC / IL
INCREASED
Shares8,049 from 7,909
Change+140 (+2%)
Value$477.4K (+$5.3K)
Filed 2026-10-29
Washington Trust Bank
INCREASED
Shares8,030 from 3,627
Change+4,403 (+121%)
Value$476.3K (+$259.8K)
Filed 2026-11-03
Brown Financial Advisory
UNCHANGED
Shares7,990 from 7,990
Change0 (0%)
Value$473.9K (-$3.0K)
Filed 2026-11-05
Spinnaker Investment Group, LLC
DECREASED
Shares7,948 from 8,033
Change-85 (-1%)
Value$471.4K (-$8.1K)
Filed 2026-10-13
Horizons Wealth Management
NEW
Shares7,943
Change+7,943
Value$471.1K
Filed 2026-10-05
Able Financial Group, LLC
UNCHANGED
Shares7,938 from 7,938
Change0 (0%)
Value$470.8K (-$3.0K)
Filed 2026-10-14
Maryland Capital Advisors Inc.
UNCHANGED
Shares7,911 from 7,911
Change0 (0%)
Value$469.2K (-$3.0K)
Filed 2026-10-15
Stirlingshire Investments, Inc.
DECREASED
Shares7,865 from 7,868
Change-3 (0%)
Value$466.5K (-$3.2K)
Filed 2026-11-05
Summit Financial Wealth Advisors, LLC
DECREASED
Shares7,859 from 8,875
Change-1,016 (-11%)
Value$466.1K (-$63.6K)
Filed 2026-10-15
Abacus Wealth Partners, LLC
DECREASED
Shares7,828 from 7,978
Change-150 (-2%)
Value$464.3K (-$11.9K)
Filed 2026-11-03
Thompson Siegel & Walmsley LLC
UNCHANGED
Shares7,818 from 7,818
Change0 (0%)
Value$464 (-$466.5K)
Filed 2026-11-05
Compass Financial Management LLC
INCREASED
Shares7,812 from 7,130
Change+682 (+10%)
Value$463.3K (+$37.0K)
Filed 2026-10-30
Legacy Wealth Asset Management, LLC
DECREASED
Shares7,788 from 8,034
Change-246 (-3%)
Value$461.9K (-$17.6K)
Filed 2026-10-09
St. Clair Advisors, LLC
INCREASED
Shares7,754 from 7,734
Change+20 (+0%)
Value$459.9K (-$1.8K)
Filed 2026-10-13
RAM Investment Partners, LLC
INCREASED
Shares7,720 from 5,812
Change+1,908 (+33%)
Value$457.9K (+$111.0K)
Filed 2026-10-21
Belleair Asset Management, LLC
DECREASED
Shares7,707 from 7,826
Change-119 (-2%)
Value$457.1K (-$10.0K)
Filed 2026-11-03
SMH Capital Advisors Inc
INCREASED
Shares7,692 from 7,688
Change+4 (+0%)
Value$456.2K (-$2.7K)
Filed 2026-10-29
Intergy Private Wealth, LLC
UNCHANGED
Shares7,681 from 7,681
Change0 (0%)
Value$455.6K (-$2.9K)
Filed 2026-10-16
Latitude Advisors, LLC
INCREASED
Shares7,676 from 5,337
Change+2,339 (+44%)
Value$455.3K (+$136.7K)
Filed 2026-10-27
Heirloom Wealth Management
INCREASED
Shares7,659 from 7,158
Change+501 (+7%)
Value$454.3K (+$27.0K)
Filed 2026-10-14
Fee-Only Financial Planning, L.C.
UNCHANGED
Shares7,640 from 7,640
Change0 (0%)
Value$453.1K (-$2.9K)
Filed 2026-10-23
Rare Wolf Capital LLC
UNCHANGED
Shares7,621 from 7,621
Change0 (0%)
Value$452.0K (-$2.9K)
Filed 2026-10-20
TPG Advisors LLC
INCREASED
Shares7,610 from 7,568
Change+42 (+1%)
Value$451.4K (-$369)
Filed 2026-10-16
Colton Groome Financial Advisors, LLC
UNCHANGED
Shares7,602 from 7,602
Change0 (0%)
Value$450.9K (-$2.9K)
Filed 2026-10-06
Ameliora Wealth Management Ltd.
UNCHANGED
Shares7,600 from 7,600
Change0 (0%)
Value$450.8K (-$2.9K)
Filed 2026-10-23
Jeppson Wealth Management, LLC
INCREASED
Shares7,599 from 7,595
Change+4 (+0%)
Value$450.7K (-$2.7K)
Filed 2026-10-20
OFS Enterprise LLC
INCREASED
Shares7,578 from 7,539
Change+39 (+1%)
Value$449.5K (-$552)
Filed 2026-10-16
Approach Retirement Advisors, LLC
INCREASED
Shares7,575 from 7,414
Change+161 (+2%)
Value$449.2K (+$6.7K)
Filed 2026-10-22
American State Bank (Iowa)
INCREASED
Shares7,558 from 6,914
Change+644 (+9%)
Value$448.3K (+$35.6K)
Filed 2026-11-03
Silver Oak Advisory Group, Inc.
INCREASED
Shares7,551 from 7,209
Change+342 (+5%)
Value$447.8K (+$17.8K)
Filed 2026-11-06
Secure Asset Management, LLC
INCREASED
Shares7,483 from 5,465
Change+2,018 (+37%)
Value$443.8K (+$117.7K)
Filed 2026-10-19
True Link Financial Advisors, LLC
INCREASED
Shares7,449 from 6,666
Change+783 (+12%)
Value$441.8K (+$43.9K)
Filed 2026-10-27
DKM Wealth Management, Inc.
UNCHANGED
Shares7,446 from 7,446
Change0 (0%)
Value$441.6K (-$2.8K)
Filed 2026-10-09
Integris Wealth Management, LLC
DECREASED
Shares7,433 from 7,573
Change-140 (-2%)
Value$440.9K (-$11.2K)
Filed 2026-10-14
Marino, Stram & Associates LLC
INCREASED
Shares7,428 from 7,395
Change+33 (+0%)
Value$440.6K (-$846)
Filed 2026-10-22
Castleview Partners, LLC
INCREASED
Shares7,418 from 5,711
Change+1,707 (+30%)
Value$440.0K (+$99.1K)
Filed 2026-10-09
LCM Capital Management Inc
DECREASED
Shares7,367 from 7,368
Change-1 (0%)
Value$436.9K (-$2.9K)
Filed 2026-10-20
Optima Capital LLC
DECREASED
Shares7,346 from 7,397
Change-51 (-1%)
Value$435.7K (-$5.9K)
Filed 2026-10-29
Arsenal Capital Advisors LLC
DECREASED
Shares7,327 from 7,463
Change-136 (-2%)
Value$434.5K (-$10.9K)
Filed 2026-11-02
Cogent Private Wealth, Inc.
UNCHANGED
Shares7,327 from 7,327
Change0 (0%)
Value$434.6K (-$2.8K)
Filed 2026-11-06
Livet Wealth, LLC
INCREASED
Shares7,314 from 7,305
Change+9 (+0%)
Value$433.8K (-$2.2K)
Filed 2026-10-27
Confluence Wealth Services, Inc.
DECREASED
Shares7,310 from 7,342
Change-32 (0%)
Value$433.5K (-$4.7K)
Filed 2026-11-05
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED
Shares7,299 from 7,228
Change+71 (+1%)
Value$432.9K (+$1.5K)
Filed 2026-10-13
Post Resch Tallon Group Inc.
INCREASED
Shares7,271 from 6,864
Change+407 (+6%)
Value$431.2K (+$21.5K)
Filed 2026-10-09
Moody Lynn Lieberson & Walker, LLC
DECREASED
Shares7,247 from 78,551
Change-71,304 (-91%)
Value$429.8K (-$4.3M)
Filed 2026-10-14
Telos Capital Management, Inc.
DECREASED
Shares7,231 from 7,481
Change-250 (-3%)
Value$428.9K (-$17.7K)
Filed 2026-11-02
Mystic Asset Management, Inc.
INCREASED
Shares7,197 from 7,081
Change+116 (+2%)
Value$426.9K (+$4.2K)
Filed 2026-10-15
Traynor Capital Management, Inc.
DECREASED
Shares7,183 from 8,215
Change-1,032 (-13%)
Value$426.0K (-$64.3K)
Filed 2026-10-29
Shaker Financial Services, LLC
INCREASED
Shares7,159 from 7,145
Change+14 (+0%)
Value$424.6K (-$1.9K)
Filed 2026-10-14
True Freedom Investing, LLC
NEW
Shares7,130
Change+7,130
Value$422.9K
Filed 2026-10-29
Pinkerton Wealth, LLC
NEW
Shares7,130
Change+7,130
Value$422.9K
Filed 2026-10-29
Clarity Wealth Advisors, LLC
DECREASED
Shares7,125 from 7,158
Change-33 (0%)
Value$422.6K (-$4.7K)
Filed 2026-10-21
Matisse Capital
UNCHANGED
Shares7,107 from 7,107
Change0 (0%)
Value$421.5K (-$2.7K)
Filed 2026-10-29
Lodestone Wealth Management LLC
UNCHANGED
Shares7,054 from 7,054
Change0 (0%)
Value$418.4K (-$2.7K)
Filed 2026-10-14
Clearwave Capital, LLC
DECREASED
Shares7,041 from 7,735
Change-694 (-9%)
Value$417.6K (-$44.1K)
Filed 2026-10-27
Accel Wealth Management
INCREASED
Shares7,016 from 6,700
Change+316 (+5%)
Value$416.1K (+$16.2K)
Filed 2026-10-13
EnRich Financial Partners LLC
INCREASED
Shares7,009 from 6,957
Change+52 (+1%)
Value$415.7K (+$475)
Filed 2026-10-21
Capital Planning LLC
UNCHANGED
Shares6,955 from 6,955
Change0 (0%)
Value$412.5K (-$2.6K)
Filed 2026-10-09
Farmers & Merchants Trust Co of Long Beach
INCREASED
Shares6,946 from 6,820
Change+126 (+2%)
Value$412.0K (+$4.9K)
Filed 2026-10-22
Vaughan David Investments LLC
INCREASED
Shares6,927 from 6,912
Change+15 (+0%)
Value$411 (-$412.6K)
Filed 2026-11-05
Ironwood Wealth Management, Llc.
INCREASED
Shares6,926 from 289
Change+6,637 (+2297%)
Value$410.8K (+$393.5K)
Filed 2026-10-28
Ascentis Wealth Management, LLC
INCREASED
Shares6,916 from 6,915
Change+1 (+0%)
Value$410.2K (-$2.6K)
Filed 2026-11-03
Elser Financial Planning, Inc
INCREASED
Shares6,890 from 6,885
Change+5 (+0%)
Value$408.7K (-$2.3K)
Filed 2026-10-16
Natixis
INCREASED
Shares6,872 from 5,622
Change+1,250 (+22%)
Value$407.6K (+$72.0K)
Filed 2026-11-06
Fidelity D & D Bancorp Inc
UNCHANGED
Shares6,815 from 6,815
Change0 (0%)
Value$404.2K (-$2.6K)
Filed 2026-11-05
Patton Albertson Miller Group, LLC
UNCHANGED
Shares6,810 from 6,810
Change0 (0%)
Value$403.9K (-$2.6K)
Filed 2026-10-26
First Financial Bank - Trust Division
UNCHANGED
Shares6,780 from 6,780
Change0 (0%)
Value$402.1K (-$2.6K)
Filed 2026-10-01
Almanack Investment Partners, Llc.
DECREASED
Shares6,771 from 6,985
Change-214 (-3%)
Value$401.6K (-$15.3K)
Filed 2026-11-03
Melfa Wealth Management, Inc.
INCREASED
Shares6,757 from 6,745
Change+12 (+0%)
Value$400.7K (-$1.8K)
Filed 2026-11-06
Forthright Family Wealth Advisory LLC
INCREASED
Shares6,748 from 4,722
Change+2,026 (+43%)
Value$400.2K (+$118.4K)
Filed 2026-11-03
Asset Advisory Group, Inc.
INCREASED
Shares6,684 from 6,615
Change+69 (+1%)
Value$396.4K (+$1.5K)
Filed 2026-10-20
Wealth Management Nebraska
INCREASED
Shares6,585 from 6,455
Change+130 (+2%)
Value$390.6K (+$5.3K)
Filed 2026-10-26
Fortune Financial Group, Inc.
DECREASED
Shares6,551 from 6,952
Change-401 (-6%)
Value$388.5K (-$26.5K)
Filed 2026-10-22
RKL Wealth Management LLC
INCREASED
Shares6,545 from 4,599
Change+1,946 (+42%)
Value$388.2K (+$113.6K)
Filed 2026-10-16
Stanley-Laman Group, Ltd.
INCREASED
Shares6,513 from 6,489
Change+24 (+0%)
Value$386.3K (-$1.0K)
Filed 2026-10-20
RDA Financial Network
INCREASED
Shares6,505 from 6,220
Change+285 (+5%)
Value$385.8K (+$14.5K)
Filed 2026-10-15
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED
Shares6,461 from 6,461
Change0 (0%)
Value$383.2K (-$2.5K)
Filed 2026-10-07
Mission Financial Group, LLC
INCREASED
Shares6,453 from 6,446
Change+7 (+0%)
Value$382.7K (-$2.0K)
Filed 2026-10-21
Caliber Wealth Management, LLC / KS
INCREASED
Shares6,432 from 6,430
Change+2 (+0%)
Value$381.5K (-$2.3K)
Filed 2026-11-04
Independent Wealth Advisors LLC
DECREASED
Shares6,413 from 6,475
Change-62 (-1%)
Value$380.4K (-$6.1K)
Filed 2026-10-27
Laurel OAK Wealth Management, LLC
DECREASED
Shares6,407 from 6,419
Change-12 (0%)
Value$380.0K (-$3.1K)
Filed 2026-10-19
Eagle Strategies LLC
DECREASED
Shares6,373 from 7,031
Change-658 (-9%)
Value$378.0K (-$41.7K)
Filed 2026-10-16
Montis Financial, LLC
INCREASED
Shares6,363 from 6,358
Change+5 (+0%)
Value$377.4K (-$2.1K)
Filed 2026-11-04
Beese Fulmer Investment Management, Inc.
UNCHANGED
Shares6,358 from 6,358
Change0 (0%)
Value$377.1K (-$2.4K)
Filed 2026-10-23
Sterling Financial Planning, Inc.
DECREASED
Shares6,343 from 6,387
Change-44 (-1%)
Value$376.2K (-$5.0K)
Filed 2026-10-28
Cromwell Holdings LLC
UNCHANGED
Shares6,310 from 6,310
Change0 (0%)
Value$374.2K (-$2.4K)
Filed 2026-10-28
Empire Life Investments Inc.
DECREASED
Shares6,263 from 6,363
Change-100 (-2%)
Value$371.5K (-$8.3K)
Filed 2026-11-06
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares6,242 from 6,241
Change+1 (+0%)
Value$370.3K (-$2.4K)
Filed 2026-10-16
Hippocratic Financial Advisors, LLC
UNCHANGED
Shares6,217 from 6,217
Change0 (0%)
Value$368.7K (-$2.4K)
Filed 2026-10-13
Sage Mountain Advisors LLC
UNCHANGED
Shares6,204 from 6,204
Change0 (0%)
Value$368.0K (-$2.4K)
Filed 2026-11-02
Montgomery Investment Management Inc
UNCHANGED
Shares6,200 from 6,200
Change0 (0%)
Value$367.7K (-$2.4K)
Filed 2026-10-26
Cypress Point Wealth Management, LLC
INCREASED
Shares6,178 from 6,054
Change+124 (+2%)
Value$366.4K (+$5.0K)
Filed 2026-11-03
Cottage Street Advisors LLC
INCREASED
Shares6,163 from 6,157
Change+6 (+0%)
Value$365.6K (-$2.0K)
Filed 2026-10-19
Robinson Smith Wealth Advisors LLC
UNCHANGED
Shares6,156 from 6,156
Change0 (0%)
Value$365.1K (-$2.3K)
Filed 2026-10-22
Flagstar Securities, Inc
DECREASED
Shares6,145 from 7,138
Change-993 (-14%)
Value$364.5K (-$61.6K)
Filed 2026-10-15
Chicago Capital, LLC
INCREASED
Shares6,124 from 4,376
Change+1,748 (+40%)
Value$363.2K (+$102.0K)
Filed 2026-10-13
Patten & Patten Inc
UNCHANGED
Shares6,120 from 6,120
Change0 (0%)
Value$363.0K (-$2.3K)
Filed 2026-10-26
IVC Wealth Advisors LLC
INCREASED
Shares6,117 from 6,088
Change+29 (+0%)
Value$362.8K (-$594)
Filed 2026-10-23
Gamma Investing LLC
DECREASED
Shares6,054 from 6,577
Change-523 (-8%)
Value$359.1K (-$33.5K)
Filed 2026-10-08
Evergreen Private Wealth LLC
INCREASED
Shares6,042 from 5,566
Change+476 (+9%)
Value$358.4K (+$26.1K)
Filed 2026-10-30
Plan Group Financial, LLC
DECREASED
Shares5,995 from 63,207
Change-57,212 (-91%)
Value$349.2K (-$3.4M)
Filed 2026-10-22
Colorado Capital Management, Inc.
DECREASED
Shares5,994 from 9,145
Change-3,151 (-34%)
Value$355 (-$191)
Filed 2026-10-15
Alpha Omega Wealth Management LLC
DECREASED
Shares5,988 from 11,736
Change-5,748 (-49%)
Value$355.2K (-$345.4K)
Filed 2026-10-23
Norway Savings Bank
DECREASED
Shares5,976 from 6,794
Change-818 (-12%)
Value$354.4K (-$51.1K)
Filed 2026-10-20
Bond & Devick Financial Network, Inc.
UNCHANGED
Shares5,965 from 5,965
Change0 (0%)
Value$353.8K (-$2.3K)
Filed 2026-10-23
Bell Investment Advisors, Inc
INCREASED
Shares5,940 from 4,734
Change+1,206 (+25%)
Value$352.3K (+$69.8K)
Filed 2026-10-29
Orgel Wealth Management, LLC
DECREASED
Shares5,939 from 6,792
Change-853 (-13%)
Value$352.3K (-$53.2K)
Filed 2026-10-14
Arlington Trust Co LLC
INCREASED
Shares5,924 from 5,724
Change+200 (+3%)
Value$351.4K (+$9.7K)
Filed 2026-10-20
Embree Financial Group
INCREASED
Shares5,914 from 3,666
Change+2,248 (+61%)
Value$350.8K (+$132.0K)
Filed 2026-10-22
Private Wealth Group, LLC
UNCHANGED
Shares5,849 from 5,849
Change0 (0%)
Value$346.9K (-$2.2K)
Filed 2026-10-19
Asset Allocation Strategies LLC
INCREASED
Shares5,848 from 5,796
Change+52 (+1%)
Value$346.8K (+$892)
Filed 2026-10-20
Fortitude Advisory Group L.L.C.
DECREASED
Shares5,805 from 7,087
Change-1,282 (-18%)
Value$344.3K (-$78.7K)
Filed 2026-10-15
Stage Harbor Financial, LLC
INCREASED
Shares5,802 from 5,695
Change+107 (+2%)
Value$344.1K (+$4.2K)
Filed 2026-11-03
Finward Bancorp
DECREASED
Shares5,795 from 5,910
Change-115 (-2%)
Value$343.7K (-$9.1K)
Filed 2026-10-14
Neumann Capital Management, LLC
INCREASED
Shares5,764 from 5,700
Change+64 (+1%)
Value$341.9K (+$1.6K)
Filed 2026-10-15
Index Fund Advisors, Inc.
DECREASED
Shares5,729 from 5,784
Change-55 (-1%)
Value$339.8K (-$5.5K)
Filed 2026-11-05
New Harbor Financial Group, LLC
DECREASED
Shares5,684 from 5,770
Change-86 (-1%)
Value$337.1K (-$7.3K)
Filed 2026-10-22
Primoris Wealth Advisors, LLC
INCREASED
Shares5,657 from 5,627
Change+30 (+1%)
Value$335.5K (-$358)
Filed 2026-10-28
Live Oak Private Wealth LLC
UNCHANGED
Shares5,655 from 5,655
Change0 (0%)
Value$335.4K (-$2.1K)
Filed 2026-11-02
Wealth Dimensions Group, Ltd.
INCREASED
Shares5,646 from 5,643
Change+3 (+0%)
Value$334.8K (-$2.0K)
Filed 2026-11-02
LFA - Lugano Financial Advisors SA
UNCHANGED
Shares5,621 from 5,621
Change0 (0%)
Value$333.4K (-$2.1K)
Filed 2026-11-03
Rainier Family Wealth Inc
INCREASED
Shares5,617 from 5,308
Change+309 (+6%)
Value$333.1K (+$16.3K)
Filed 2026-11-02
UMB Private Wealth Management, LLC
NEW
Shares5,597
Change+5,597
Value$332.0K
Filed 2026-10-19
William Howard & Co Financial Advisors Inc
INCREASED
Shares5,584 from 5,580
Change+4 (+0%)
Value$331.2K (-$1.9K)
Filed 2026-11-04
Lighthouse Financial LLC
INCREASED
Shares5,567 from 4,450
Change+1,117 (+25%)
Value$330.2K (+$64.6K)
Filed 2026-10-23
Transcendent Capital Group LLC
INCREASED
Shares5,554 from 5,548
Change+6 (+0%)
Value$329.4K (-$1.8K)
Filed 2026-10-28
Yoffe Investment Management, LLC
UNCHANGED
Shares5,529 from 5,529
Change0 (0%)
Value$327.9K (-$2.1K)
Filed 2026-11-02
Strategic Advisory Partners, LLC
DECREASED
Shares5,525 from 5,590
Change-65 (-1%)
Value$327.7K (-$6.0K)
Filed 2026-11-06
Gradient Investments LLC
NEW
Shares5,519
Change+5,519
Value$327.3K
Filed 2026-10-08
YHB Investment Advisors, Inc.
UNCHANGED
Shares5,506 from 5,506
Change0 (0%)
Value$326.6K (-$2.1K)
Filed 2026-10-08
Cornerstone Advisors Asset Management, LLC
INCREASED
Shares5,488 from 5,469
Change+19 (+0%)
Value$325.5K (-$991)
Filed 2026-11-06
Burk Holdings LLC
INCREASED
Shares5,487 from 2,363
Change+3,124 (+132%)
Value$325.4K (+$184.4K)
Filed 2026-11-05
Aprio Wealth Management, LLC
INCREASED
Shares5,478 from 4,972
Change+506 (+10%)
Value$324.9K (+$28.1K)
Filed 2026-10-28
Sincerus Advisory, LLC
INCREASED
Shares5,462 from 5,367
Change+95 (+2%)
Value$324.0K (+$3.6K)
Filed 2026-10-09
GSG Advisors LLC
NEW
Shares5,456
Change+5,456
Value$323.6K
Filed 2026-11-03
Prospera Capital Management, LLC
DECREASED
Shares5,447 from 5,634
Change-187 (-3%)
Value$323.1K (-$15.3K)
Filed 2026-10-19
Sharkey, Howes & Javer
DECREASED
Shares5,446 from 6,148
Change-702 (-11%)
Value$323.0K (-$44.0K)
Filed 2026-10-22
Thayer Financial, L.L.C.
DECREASED
Shares5,420 from 5,422
Change-2 (0%)
Value$319.9K (-$3.7K)
Filed 2026-10-21
Belvedere Trading LLC
INCREASED
Shares5,318 from 4,654
Change+664 (+14%)
Value$315.4K (+$37.6K)
Filed 2026-11-05
McCarley & Cook Financial Planners
DECREASED
Shares5,316 from 5,378
Change-62 (-1%)
Value$315.3K (-$5.7K)
Filed 2026-10-21
Navigation Wealth Management, Inc.
INCREASED
Shares5,283 from 5,095
Change+188 (+4%)
Value$315.6K (+$11.4K)
Filed 2026-11-03
Forbes J M & Co LLP
UNCHANGED
Shares5,277 from 5,277
Change0 (0%)
Value$313.0K (-$2.0K)
Filed 2026-10-16
DT Investment Partners, LLC
UNCHANGED
Shares5,276 from 5,276
Change0 (0%)
Value$312.9K (-$2.0K)
Filed 2026-10-27
Smart Wealth LLC
INCREASED
Shares5,255 from 4,683
Change+572 (+12%)
Value$311.7K (+$32.2K)
Filed 2026-11-04
Biltmore Family Office, LLC
UNCHANGED
Shares5,245 from 5,245
Change0 (0%)
Value$311.1K (-$2.0K)
Filed 2026-11-03
Activest Wealth Management
DECREASED
Shares5,225 from 5,348
Change-123 (-2%)
Value$309.9K (-$9.3K)
Filed 2026-10-15
Insight Advisors, LLC/ PA
DECREASED
Shares5,220 from 5,455
Change-235 (-4%)
Value$309.6K (-$16.0K)
Filed 2026-10-22
Stanich Group LLC
DECREASED
Shares5,213 from 5,216
Change-3 (0%)
Value$309.2K (-$2.2K)
Filed 2026-10-16
Accredited Investors Inc.
DECREASED
Shares5,176 from 5,185
Change-9 (0%)
Value$307.0K (-$2.5K)
Filed 2026-11-03
TFB Advisors LLC
UNCHANGED
Shares5,153 from 5,153
Change0 (0%)
Value$305.6K (-$2.0K)
Filed 2026-11-02
Villere ST Denis J & Co LLC
UNCHANGED
Shares5,153 from 5,153
Change0 (0%)
Value$305.6K (-$2.0K)
Filed 2026-11-04
Beaumont Financial Advisors, LLC
NEW
Shares5,137
Change+5,137
Value$304.7K
Filed 2026-10-22
Capital Advisors, Ltd. LLC
DECREASED
Shares5,129 from 5,508
Change-379 (-7%)
Value$304 (-$25)
Filed 2026-10-27
Weitzel Financial Services, Inc.
INCREASED
Shares5,125 from 5,069
Change+56 (+1%)
Value$304.3K (+$5.6K)
Filed 2026-10-16
Riverbend Wealth Management, LLC
INCREASED
Shares5,123 from 5,098
Change+25 (+0%)
Value$303.9K (-$444)
Filed 2026-10-15
Dudley Capital Management, LLC
UNCHANGED
Shares5,111 from 5,111
Change0 (0%)
Value$303.1K (-$1.9K)
Filed 2026-10-23
Breachway Investments LLC
UNCHANGED
Shares5,111 from 5,111
Change0 (0%)
Value$303.1K (-$1.9K)
Filed 2026-10-19
Landaas & Co
NEW
Shares5,109
Change+5,109
Value$303.0K
Filed 2026-10-29
EagleClaw Capital Managment, LLC
UNCHANGED
Shares5,084 from 5,084
Change0 (0%)
Value$301.5K (-$1.9K)
Filed 2026-11-06
Tenet Wealth Partners, LLC
INCREASED
Shares5,081 from 4,800
Change+281 (+6%)
Value$301.4K (+$21.9K)
Filed 2026-10-19
Ballast Financial Advisors LLC
DECREASED
Shares5,057 from 5,412
Change-355 (-7%)
Value$300.0K (-$23.1K)
Filed 2026-10-26
Ejmk Ventures LLC
DECREASED
Shares5,044 from 5,297
Change-253 (-5%)
Value$299.2K (-$17.0K)
Filed 2026-10-21
Essential Partners LLC
INCREASED
Shares5,027 from 5,018
Change+9 (+0%)
Value$298.2K (-$1.4K)
Filed 2026-10-14
Capital Advisors Wealth Management, LLC
INCREASED
Shares5,003 from 5,001
Change+2 (+0%)
Value$296.7K (-$1.8K)
Filed 2026-10-09
Trifecta Capital Advisors, LLC
DECREASED
Shares5,000 from 5,848
Change-848 (-14%)
Value$296.6K (-$52.5K)
Filed 2026-10-21
Advisor OS, LLC
INCREASED
Shares4,997 from 4,416
Change+581 (+13%)
Value$296.3K (+$32.8K)
Filed 2026-11-03
Stokes Capital Advisors, LLC
NEW
Shares4,996
Change+4,996
Value$296.3K
Filed 2026-10-09
Orca Wealth Management, LLC
DECREASED
Shares4,975 from 5,173
Change-198 (-4%)
Value$295.1K (-$13.7K)
Filed 2026-10-14
JSF Financial, LLC
INCREASED
Shares4,961 from 4,617
Change+344 (+7%)
Value$294.2K (+$18.7K)
Filed 2026-10-22
PW Nova Financial Services LLC
DECREASED
Shares4,959 from 6,025
Change-1,066 (-18%)
Value$294.1K (-$65.5K)
Filed 2026-10-15
Haven Private, LLC
INCREASED
Shares4,959 from 4,449
Change+510 (+11%)
Value$294.1K (+$28.6K)
Filed 2026-10-27
Bulwark Capital Corp
INCREASED
Shares4,957 from 833
Change+4,124 (+495%)
Value$294.0K (+$244.3K)
Filed 2026-10-13
Woodside Wealth Management LLC
UNCHANGED
Shares4,936 from 4,936
Change0 (0%)
Value$292.8K (-$1.9K)
Filed 2026-10-16
Retirement Planning Co of New England, Inc.
DECREASED
Shares4,921 from 5,020
Change-99 (-2%)
Value$291.9K (-$7.8K)
Filed 2026-10-15
Cooper Financial Group
DECREASED
Shares4,915 from 5,002
Change-87 (-2%)
Value$291.5K (-$7.1K)
Filed 2026-10-07
Harbor Investment Advisory, LLC
DECREASED
Shares4,909 from 5,594
Change-685 (-12%)
Value$291.2K (-$42.8K)
Filed 2026-10-13
RHS Financial, LLC
DECREASED
Shares4,863 from 5,677
Change-814 (-14%)
Value$288.4K (-$50.4K)
Filed 2026-10-13
Camden National Bank
INCREASED
Shares4,859 from 4,771
Change+88 (+2%)
Value$288.2K (+$3.4K)
Filed 2026-11-02
Quartz Partners, LLC
INCREASED
Shares4,855 from 4,567
Change+288 (+6%)
Value$288.0K (+$15.3K)
Filed 2026-11-03
Raleigh Capital Management Inc.
INCREASED
Shares4,852 from 4,845
Change+7 (+0%)
Value$287.8K (-$1.4K)
Filed 2026-10-28
AAF Wealth Management, LLC
UNCHANGED
Shares4,840 from 4,840
Change0 (0%)
Value$287.1K (-$1.8K)
Filed 2026-10-28
Ceera Investments, LLC
DECREASED
Shares4,835 from 9,265
Change-4,430 (-48%)
Value$286.8K (-$266.3K)
Filed 2026-11-02
Vestia Personal Wealth Advisors
INCREASED
Shares4,808 from 4,523
Change+285 (+6%)
Value$285.2K (+$15.2K)
Filed 2026-10-20
LJI Wealth Management, LLC
DECREASED
Shares4,798 from 5,819
Change-1,021 (-18%)
Value$284.5K (-$62.8K)
Filed 2026-10-28
Shayne & Jacobs, LLC
UNCHANGED
Shares4,776 from 4,776
Change0 (0%)
Value$283.3K (-$1.8K)
Filed 2026-10-21
Alkeme Wealth, LLC
INCREASED
Shares4,761 from 3,584
Change+1,177 (+33%)
Value$282.4K (+$68.4K)
Filed 2026-10-08
Equitable Trust Co
INCREASED
Shares4,744 from 4,680
Change+64 (+1%)
Value$281.4K (+$2.0K)
Filed 2026-10-13
Verus Financial Partners, Inc.
NEW
Shares4,738
Change+4,738
Value$281.0K
Filed 2026-10-29
John W. Brooker & Co., CPAs
INCREASED
Shares4,732 from 4,680
Change+52 (+1%)
Value$280.7K (+$1.3K)
Filed 2026-10-21
Oakworth Capital, Inc.
DECREASED
Shares4,721 from 5,699
Change-978 (-17%)
Value$280.0K (-$59.9K)
Filed 2026-10-26
Oak Barrel Wealth Advisory LLC
UNCHANGED
Shares4,702 from 4,702
Change0 (0%)
Value$278.9K (-$1.8K)
Filed 2026-11-05
SteelPeak Wealth, LLC
NEW
Shares4,694
Change+4,694
Value$278.4K
Filed 2026-10-16
Corundum Group, Inc.
NEW
Shares4,683
Change+4,683
Value$277.7K
Filed 2026-10-28
First Merchants Corp
INCREASED
Shares4,681 from 4,164
Change+517 (+12%)
Value$277.6K (+$29.1K)
Filed 2026-10-15
Peterson Wealth Services
INCREASED
Shares4,673 from 3,181
Change+1,492 (+47%)
Value$277.1K (+$87.2K)
Filed 2026-10-26
Wealthcare Capital Management LLC
INCREASED
Shares4,646 from 3,458
Change+1,188 (+34%)
Value$275.6K (+$69.1K)
Filed 2026-10-21
AMG Asset Management Group, Inc.
DECREASED
Shares4,619 from 8,209
Change-3,590 (-44%)
Value$274.0K (-$216.0K)
Filed 2026-10-21
Good Harbor Advisors, Inc.
UNCHANGED
Shares4,612 from 4,612
Change0 (0%)
Value$273.5K (-$1.8K)
Filed 2026-10-20
Pine Haven Investment Counsel, Inc
UNCHANGED
Shares4,609 from 4,609
Change0 (0%)
Value$273.4K (-$1.8K)
Filed 2026-11-02
Seed Wealth Management, Inc.
DECREASED
Shares4,600 from 5,550
Change-950 (-17%)
Value$272.8K (-$58.5K)
Filed 2026-10-20
W Advisors, LLC
INCREASED
Shares4,588 from 4,419
Change+169 (+4%)
Value$272.1K (+$8.3K)
Filed 2026-11-02
Northbridge Financial Group, LLC
UNCHANGED
Shares4,580 from 4,580
Change0 (0%)
Value$277.7K (+$4.3K)
Filed 2026-11-05
Pacific Sage Partners, LLC
UNCHANGED
Shares4,570 from 4,570
Change0 (0%)
Value$271.0K (-$1.7K)
Filed 2026-10-21
JAG Capital Management, LLC
DECREASED
Shares4,551 from 5,432
Change-881 (-16%)
Value$269.9K (-$54.3K)
Filed 2026-11-06
Adirondack Trust Co
DECREASED
Shares4,547 from 4,559
Change-12 (0%)
Value$269.7K (-$2.4K)
Filed 2026-10-14
Tennessee Valley Asset Management Partners
DECREASED
Shares4,546 from 8,593
Change-4,047 (-47%)
Value$269.6K (-$243.3K)
Filed 2026-11-03
Fiduciary Alliance LLC
DECREASED
Shares4,546 from 7,386
Change-2,840 (-38%)
Value$269.6K (-$171.2K)
Filed 2026-10-13
Anson Capital, Inc.
INCREASED
Shares4,533 from 4,530
Change+3 (+0%)
Value$268.9K (-$1.5K)
Filed 2026-10-23
Fortress Financial Group, LLC
INCREASED
Shares4,524 from 3,640
Change+884 (+24%)
Value$268.3K (+$51.1K)
Filed 2026-10-21
Fiduciary Family Office, LLC
UNCHANGED
Shares4,517 from 4,517
Change0 (0%)
Value$267.9K (-$1.7K)
Filed 2026-11-04
Innovative Wealth Building LLC
NEW
Shares4,512
Change+4,512
Value$267.6K
Filed 2026-10-14
Burkett Financial Services, LLC
INCREASED
Shares4,506 from 4,497
Change+9 (+0%)
Value$267.3K (-$1.2K)
Filed 2026-10-01
Intesa Sanpaolo Wealth Management
INCREASED
Shares4,501 from 438
Change+4,063 (+928%)
Value$267.0K (+$240.8K)
Filed 2026-10-28
Physician Wealth Advisors, Inc.
INCREASED
Shares4,490 from 4,444
Change+46 (+1%)
Value$266.3K (+$1.1K)
Filed 2026-10-20
TFC Financial Management, Inc.
DECREASED
Shares4,475 from 4,655
Change-180 (-4%)
Value$265.4K (-$12.4K)
Filed 2026-10-26
Hengehold Capital Management LLC
INCREASED
Shares4,463 from 4,429
Change+34 (+1%)
Value$264.7K (+$331)
Filed 2026-10-16
Realta Investment Advisors
DECREASED
Shares4,455 from 4,747
Change-292 (-6%)
Value$264.2K (-$19.1K)
Filed 2026-10-14
JBR Co Financial Management Inc
DECREASED
Shares4,448 from 4,733
Change-285 (-6%)
Value$263.4K (-$19.1K)
Filed 2026-10-13
Worth Financial Advisory Group, LLC
INCREASED
Shares4,415 from 4,407
Change+8 (+0%)
Value$261.9K (-$1.2K)
Filed 2026-10-19
Archvest Wealth Advisors, Inc.
INCREASED
Shares4,405 from 4,353
Change+52 (+1%)
Value$261.3K (+$1.4K)
Filed 2026-10-29
Markowski Investments
DECREASED
Shares4,403 from 4,449
Change-46 (-1%)
Value$261.1K (-$4.4K)
Filed 2026-10-30
Fragasso Financial Advisors Inc
INCREASED
Shares4,391 from 4,197
Change+194 (+5%)
Value$262.4K (+$11.9K)
Filed 2026-10-13
Instrumental Wealth, LLC
INCREASED
Shares4,367 from 4,362
Change+5 (+0%)
Value$259.0K (-$1.3K)
Filed 2026-10-20
Lyell Wealth Management, LP
INCREASED
Shares4,362 from 4,347
Change+15 (+0%)
Value$258.7K (-$762)
Filed 2026-10-30
Birchbrook, Inc.
UNCHANGED
Shares4,360 from 4,360
Change0 (0%)
Value$258.6K (-$1.7K)
Filed 2026-10-14
Avalon Capital Management
UNCHANGED
Shares4,336 from 4,336
Change0 (0%)
Value$257.2K (-$1.6K)
Filed 2026-11-04
Leo Wealth, LLC
NEW
Shares4,316
Change+4,316
Value$256.0K
Filed 2026-10-26
First County Bank
INCREASED
Shares4,313 from 3,525
Change+788 (+22%)
Value$255.8K (+$45.4K)
Filed 2026-10-13
Texas Bank & Trust Co
UNCHANGED
Shares4,311 from 4,311
Change0 (0%)
Value$255.7K (-$1.6K)
Filed 2026-11-04
Deroy & Devereaux Private Investment Counsel Inc
UNCHANGED
Shares4,300 from 4,300
Change0 (0%)
Value$255 (-$256.7K)
Filed 2026-10-26
Droms Strauss Advisors Inc
UNCHANGED
Shares4,280 from 4,280
Change0 (0%)
Value$253.8K (-$1.6K)
Filed 2026-11-03
Five Pine Wealth Management
INCREASED
Shares4,266 from 4,256
Change+10 (+0%)
Value$253.0K (-$1.0K)
Filed 2026-10-20
WealthCare Investment Partners, LLC
NEW
Shares4,263
Change+4,263
Value$252.9K
Filed 2026-11-05
Cynosure Group, LLC
UNCHANGED
Shares4,260 from 4,260
Change0 (0%)
Value$252.7K (-$1.6K)
Filed 2026-11-03
Adamsbrown Wealth Consultants LLC
INCREASED
Shares4,251 from 3,828
Change+423 (+11%)
Value$252.1K (+$23.6K)
Filed 2026-10-20
SC&H Financial Advisors, Inc.
INCREASED
Shares4,243 from 4,240
Change+3 (+0%)
Value$251.7K (-$1.4K)
Filed 2026-10-14
Uhlmann Price Securities, LLC
NEW
Shares4,225
Change+4,225
Value$250.6K
Filed 2026-11-03
Ahara Advisors LLC
INCREASED
Shares4,225 from 4,008
Change+217 (+5%)
Value$250.6K (+$11.4K)
Filed 2026-10-29
Navigate Wealth Management, LLC
INCREASED
Shares4,221 from 4,155
Change+66 (+2%)
Value$252.3K (+$11.9K)
Filed 2026-10-14
Byrne Asset Management LLC
UNCHANGED
Shares4,210 from 4,210
Change0 (0%)
Value$248.5K (-$2.8K)
Filed 2026-10-06
Semitam Bonam LLC
INCREASED
Shares4,209 from 4,171
Change+38 (+1%)
Value$249.6K (+$669)
Filed 2026-10-27
First Pacific Financial
INCREASED
Shares4,194 from 4,187
Change+7 (+0%)
Value$248.8K (-$1.2K)
Filed 2026-10-14
Whalen Wealth Management Inc.
DECREASED
Shares4,185 from 4,586
Change-401 (-9%)
Value$248.2K (-$25.6K)
Filed 2026-10-08
Valtinson Bruner Financial Planning LLC
DECREASED
Shares4,183 from 5,301
Change-1,118 (-21%)
Value$248.1K (-$68.3K)
Filed 2026-11-02
Essential Planning, Llc.
DECREASED
Shares4,180 from 4,536
Change-356 (-8%)
Value$247.9K (-$22.9K)
Filed 2026-10-21
BankPlus Trust Department
UNCHANGED
Shares4,173 from 4,173
Change0 (0%)
Value$247.5K (-$1.6K)
Filed 2026-11-06
WPG Advisers, LLC
DECREASED
Shares4,164 from 4,492
Change-328 (-7%)
Value$247.0K (-$21.2K)
Filed 2026-10-27
Gibraltar Capital Management, Inc.
DECREASED
Shares4,155 from 5,455
Change-1,300 (-24%)
Value$246.4K (-$79.2K)
Filed 2026-10-27
Midland Wealth Advisors, LLC
DECREASED
Shares4,143 from 7,253
Change-3,110 (-43%)
Value$245.7K (-$187.2K)
Filed 2026-10-26
Marathon Wealth Advisors LLC
INCREASED
Shares4,121 from 4,067
Change+54 (+1%)
Value$244.4K (+$1.6K)
Filed 2026-11-04
Mascoma Wealth Management LLC
INCREASED
Shares4,105 from 3,766
Change+339 (+9%)
Value$243.5K (+$18.7K)
Filed 2026-10-23
Great Waters Wealth Management
INCREASED
Shares4,090 from 3,690
Change+400 (+11%)
Value$242.6K (+$22.3K)
Filed 2026-10-07
Peak Wealth Management LLC
UNCHANGED
Shares4,073 from 4,073
Change0 (0%)
Value$237.3K (-$5.9K)
Filed 2026-10-26
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares4,066 from 4,251
Change-185 (-4%)
Value$241.2K (-$12.6K)
Filed 2026-10-27
Invariant Investment Management
UNCHANGED
Shares4,064 from 4,064
Change0 (0%)
Value$242.1K (-$2.1K)
Filed 2026-10-08
TrustBank
INCREASED
Shares4,057 from 3,189
Change+868 (+27%)
Value$240.6K (+$50.3K)
Filed 2026-10-20
Verity & Verity, LLC
NEW
Shares4,041
Change+4,041
Value$239.7K
Filed 2026-10-23
tru Independence LLC
NEW
Shares4,018
Change+4,018
Value$238.3K
Filed 2026-10-20
Onyx Bridge Wealth Group LLC
NEW
Shares4,004
Change+4,004
Value$237.5K
Filed 2026-10-16
VVR Holdings LLC
DECREASED
Shares3,959 from 56,684
Change-52,725 (-93%)
Value$234.8K (-$3.1M)
Filed 2026-10-19
Cypress Capital Group
UNCHANGED
Shares3,944 from 3,944
Change0 (0%)
Value$233.9K (-$1.5K)
Filed 2026-11-03
Redhawk Wealth Advisors, Inc.
DECREASED
Shares3,943 from 4,046
Change-103 (-3%)
Value$233.9K (-$7.6K)
Filed 2026-10-14
Camelot Technology Advisors, Inc.
INCREASED
Shares3,941 from 3,940
Change+1 (+0%)
Value$233.7K (-$1.4K)
Filed 2026-10-09
Asempa Wealth Advisors
DECREASED
Shares3,940 from 4,599
Change-659 (-14%)
Value$232.6K (-$42.0K)
Filed 2026-10-07
Planning Strategies Inc.
INCREASED
Shares3,935 from 3,875
Change+60 (+2%)
Value$233.4K (+$2.1K)
Filed 2026-10-02
Cornerstone Wealth Group, LLC
INCREASED
Shares3,932 from 3,548
Change+384 (+11%)
Value$233.2K (+$21.4K)
Filed 2026-11-02
Ehrlich Financial Group
UNCHANGED
Shares3,901 from 3,901
Change0 (0%)
Value$231.4K (-$1.5K)
Filed 2026-10-20
Bath Savings Trust Co
NEW
Shares3,895
Change+3,895
Value$231.0K
Filed 2026-10-07
Nottingham Advisors, Inc.
DECREASED
Shares3,888 from 6,224
Change-2,336 (-38%)
Value$229.5K (-$131.0K)
Filed 2026-10-29
Integrated Wealth Management
DECREASED
Shares3,875 from 3,950
Change-75 (-2%)
Value$229.9K (-$5.9K)
Filed 2026-10-19
WP Advisors, LLC
INCREASED
Shares3,874 from 3,869
Change+5 (+0%)
Value$229.8K (-$1.1K)
Filed 2026-10-22
Iams Wealth Management, LLC
INCREASED
Shares3,863 from 3,782
Change+81 (+2%)
Value$229.1K (+$3.4K)
Filed 2026-10-15
M Wealth Management, LLC
INCREASED
Shares3,857 from 3,850
Change+7 (+0%)
Value$228.8K (-$1.0K)
Filed 2026-10-14
Center For Asset Management LLC
DECREASED
Shares3,854 from 4,016
Change-162 (-4%)
Value$228.6K (-$11.1K)
Filed 2026-10-16
TCV Trust & Wealth Management, Inc.
DECREASED
Shares3,841 from 7,911
Change-4,070 (-51%)
Value$227.8K (-$244.4K)
Filed 2026-10-16
Security National Bank
INCREASED
Shares3,830 from 3,004
Change+826 (+28%)
Value$227.2K (+$47.8K)
Filed 2026-10-26
Independence Bank of Kentucky
UNCHANGED
Shares3,807 from 3,807
Change0 (0%)
Value$225.8K (-$1.4K)
Filed 2026-10-26
XXI Wealth, LLC
INCREASED
Shares3,800 from 3,765
Change+35 (+1%)
Value$225.4K (+$645)
Filed 2026-10-22
Base Wealth Management LLC
NEW
Shares3,772
Change+3,772
Value$223.7K
Filed 2026-10-21
Canvas Wealth Advisors, LLC
DECREASED
Shares3,749 from 3,827
Change-78 (-2%)
Value$212.2K (-$16.2K)
Filed 2026-11-02
NWF Advisory Services Inc.
DECREASED
Shares3,743 from 4,383
Change-640 (-15%)
Value$222.0K (-$39.6K)
Filed 2026-10-19
Sensible Money, LLC
DECREASED
Shares3,739 from 6,190
Change-2,451 (-40%)
Value$221.7K (-$147.8K)
Filed 2026-10-20
Cordatus Wealth Management LLC
UNCHANGED
Shares3,739 from 3,739
Change0 (0%)
Value$221.8K (-$1.4K)
Filed 2026-10-19
Skyline Advisors, Inc.
INCREASED
Shares3,738 from 3,731
Change+7 (+0%)
Value$221.7K (-$1.0K)
Filed 2026-11-03
Tompkins Financial Corp
UNCHANGED
Shares3,725 from 3,725
Change0 (0%)
Value$220.9K (-$1.4K)
Filed 2026-10-05
Richards, Merrill & Peterson, Inc.
INCREASED
Shares3,724 from 3,484
Change+240 (+7%)
Value$220.9K (+$12.9K)
Filed 2026-10-19
Principle Wealth Partners LLC
INCREASED
Shares3,717 from 3,409
Change+308 (+9%)
Value$220.5K (+$17.0K)
Filed 2026-11-02
Blodgett Wealth Advisors, LLC
INCREASED
Shares3,704 from 3,703
Change+1 (+0%)
Value$219.7K (-$1.3K)
Filed 2026-10-23
Tactive Advisors, LLC
DECREASED
Shares3,700 from 4,105
Change-405 (-10%)
Value$219.5K (-$25.6K)
Filed 2026-10-08
Curtis Advisory Group, LLC
UNCHANGED
Shares3,696 from 3,696
Change0 (0%)
Value$219.2K (-$1.4K)
Filed 2026-10-28
Parisi Gray Wealth Management
DECREASED
Shares3,694 from 3,782
Change-88 (-2%)
Value$219.1K (-$6.7K)
Filed 2026-10-16
Shum Financial Group, Inc.
INCREASED
Shares3,674 from 3,641
Change+33 (+1%)
Value$217.9K (+$574)
Filed 2026-10-13
SwitchPoint Financial Planning, LLC
UNCHANGED
Shares3,674 from 3,674
Change0 (0%)
Value$217.9K (-$1.4K)
Filed 2026-11-02
Piscataqua Savings Bank
UNCHANGED
Shares3,674 from 3,674
Change0 (0%)
Value$217.9K (-$1.4K)
Filed 2026-10-21
Weaver Consulting Group
INCREASED
Shares3,655 from 3,477
Change+178 (+5%)
Value$216.8K (+$9.2K)
Filed 2026-10-07
Independent Investors Inc
UNCHANGED
Shares3,650 from 3,650
Change0 (0%)
Value$216.5K (-$1.4K)
Filed 2026-10-30
Christensen, King & Associates Investment Services, Inc.
DECREASED
Shares3,646 from 3,684
Change-38 (-1%)
Value$216.2K (-$3.7K)
Filed 2026-10-22
Sterling Investment Advisors LLC
INCREASED
Shares3,630 from 3,629
Change+1 (+0%)
Value$215.3K (-$1.3K)
Filed 2026-10-27
Parcion Private Wealth LLC
INCREASED
Shares3,626 from 3,588
Change+38 (+1%)
Value$215.1K (+$890)
Filed 2026-10-28
Culbertson A N & Co Inc
DECREASED
Shares3,622 from 3,722
Change-100 (-3%)
Value$214.8K (-$7.3K)
Filed 2026-10-21
Cardinal Point Capital Management ULC
DECREASED
Shares3,621 from 4,295
Change-674 (-16%)
Value$214.8K (-$41.6K)
Filed 2026-10-21
Hardworking Capital Advisors, LLC
NEW
Shares3,619
Change+3,619
Value$214.6K
Filed 2026-10-20
Cove Private Wealth, LLC
NEW
Shares3,609
Change+3,609
Value$214.1K
Filed 2026-10-28
Collaborative Wealth Managment Inc.
DECREASED
Shares3,600 from 3,787
Change-187 (-5%)
Value$213.5K (-$12.5K)
Filed 2026-11-06
MPS Loria Financial Planners, LLC
INCREASED
Shares3,581 from 3,574
Change+7 (+0%)
Value$212.4K (-$963)
Filed 2026-10-14
Amundi
UNCHANGED
Shares3,565 from 3,565
Change0 (0%)
Value$211.4K (-$1.4K)
Filed 2026-11-06
Evolution Wealth Management Inc.
INCREASED
Shares3,555 from 2,305
Change+1,250 (+54%)
Value$210.8K (+$73.3K)
Filed 2026-10-28
Financial Partners Group, Inc
NEW
Shares3,548
Change+3,548
Value$210.4K
Filed 2026-10-19
Mccarter Private Wealth Services LLC
NEW
Shares3,536
Change+3,536
Value$209.7K
Filed 2026-10-22
Coquina Private Wealth LLC
DECREASED
Shares3,524 from 4,549
Change-1,025 (-23%)
Value$209.0K (-$62.5K)
Filed 2026-10-27
Beacon Bank & Trust
UNCHANGED
Shares3,507 from 3,507
Change0 (0%)
Value$208.0K (-$1.3K)
Filed 2026-10-27
Freedom Day Solutions, LLC
UNCHANGED
Shares3,504 from 3,504
Change0 (0%)
Value$207.8K (-$1.3K)
Filed 2026-10-20
Acorn Financial Advisory Services Inc
NEW
Shares3,499
Change+3,499
Value$207.5K
Filed 2026-11-02
Sentinel Pension Advisors, LLC
NEW
Shares3,498
Change+3,498
Value$207.5K
Filed 2026-11-02
BostonPremier Wealth LLC
NEW
Shares3,498
Change+3,498
Value$207.5K
Filed 2026-10-16
Ignite Planners, LLC
DECREASED
Shares3,498 from 3,748
Change-250 (-7%)
Value$207.5K (-$16.2K)
Filed 2026-10-14
XML Financial, LLC
NEW
Shares3,496
Change+3,496
Value$207.4K
Filed 2026-10-29
Sunburst Financial Group, LLC
DECREASED
Shares3,494 from 3,756
Change-262 (-7%)
Value$207.2K (-$17.0K)
Filed 2026-10-09
Uptick Partners, LLC
NEW
Shares3,492
Change+3,492
Value$207.1K
Filed 2026-11-04
Eagle Global Advisors LLC
UNCHANGED
Shares3,475 from 3,475
Change0 (0%)
Value$206.1K (-$1.3K)
Filed 2026-11-02
Integral Investment Advisors, Inc.
DECREASED
Shares3,462 from 5,862
Change-2,400 (-41%)
Value$205.3K (-$144.6K)
Filed 2026-11-03
Virtue Capital Management, LLC
DECREASED
Shares3,461 from 4,669
Change-1,208 (-26%)
Value$205.3K (-$73.4K)
Filed 2026-10-29
Barnes Dennig Private Wealth Management LLC
INCREASED
Shares3,454 from 3,206
Change+248 (+8%)
Value$204.8K (+$13.5K)
Filed 2026-10-30
Wincap Financial LLC
DECREASED
Shares3,454 from 3,661
Change-207 (-6%)
Value$204.8K (-$13.7K)
Filed 2026-10-20
Cpwa, LLC
NEW
Shares3,453
Change+3,453
Value$206.3K
Filed 2026-11-04
Lewis Asset Management, LLC
NEW
Shares3,445
Change+3,445
Value$204.3K
Filed 2026-10-14
Integrity Wealth Partners, LLC
NEW
Shares3,437
Change+3,437
Value$203.8K
Filed 2026-10-14
Allegheny Financial Group
INCREASED
Shares3,420 from 3,369
Change+51 (+2%)
Value$202.9K (+$1.8K)
Filed 2026-11-05
Elevatus Welath Management
NEW
Shares3,413
Change+3,413
Value$202.4K
Filed 2026-10-19
ARQ Wealth Advisors, LLC
DECREASED
Shares3,408 from 3,432
Change-24 (-1%)
Value$202.1K (+$289)
Filed 2026-10-29
Bennett Selby Investments LP
NEW
Shares3,396
Change+3,396
Value$201.4K
Filed 2026-10-19
Tucker Asset Management LLC
INCREASED
Shares3,385 from 3,140
Change+245 (+8%)
Value$200.8K (+$13.3K)
Filed 2026-10-29
Omega Financial Group, LLC
DECREASED
Shares3,384 from 3,389
Change-5 (0%)
Value$200.7K (-$1.6K)
Filed 2026-10-29
JGP Wealth Management, LLC
DECREASED
Shares3,374 from 3,385
Change-11 (0%)
Value$200.1K (-$2.0K)
Filed 2026-10-13
Focused Alpha, LLC
UNCHANGED
Shares3,372 from 3,372
Change0 (0%)
Value$200.0K (-$1.3K)
Filed 2026-10-20
USA Financial Formulas
NEW
Shares3,371
Change+3,371
Value$199.9K
Filed 2026-10-16
Kennebec Savings Bank
UNCHANGED
Shares3,269 from 3,269
Change0 (0%)
Value$193.9K (-$1.2K)
Filed 2026-10-22
Security Benefit Life Insurance Co
DECREASED
Shares3,200 from 19,600
Change-16,400 (-84%)
Value$189.8K (-$980.1K)
Filed 2026-11-05
Addison Advisors LLC
DECREASED
Shares2,931 from 2,984
Change-53 (-2%)
Value$173.8K (-$4.3K)
Filed 2026-11-06
Go Invest LLC
INCREASED
Shares2,818 from 1,737
Change+1,081 (+62%)
Value$167.1K (+$63.5K)
Filed 2026-10-09
Winch Advisory Services, LLC
INCREASED
Shares2,787 from 2,785
Change+2 (+0%)
Value$165.3K (-$898)
Filed 2026-11-06
Financial Freedom, LLC
NEW
Shares2,768
Change+2,768
Value$164.1K
Filed 2026-11-06
CKW Financial Group
UNCHANGED
Shares2,756 from 2,756
Change0 (0%)
Value$163 (-$162.8K)
Filed 2026-10-29
Evensky & Katz LLC
INCREASED
Shares2,743 from 2,485
Change+258 (+10%)
Value$163 (-$147.8K)
Filed 2026-10-27
Triumph Capital Management
INCREASED
Shares2,685 from 2,684
Change+1 (+0%)
Value$159.2K (-$961)
Filed 2026-10-14
Versant Capital Management, Inc
INCREASED
Shares2,635 from 2,634
Change+1 (+0%)
Value$156.3K (-$952)
Filed 2026-10-02
Ashurst Perkins Coie Trust Co
UNCHANGED
Shares2,588 from 2,588
Change0 (0%)
Value$153.5K (-$958)
Filed 2026-10-15
Noble Wealth Management PBC
DECREASED
Shares2,572 from 2,972
Change-400 (-13%)
Value$152.5K (-$24.9K)
Filed 2026-10-01
Armstrong Advisory Group, Inc
UNCHANGED
Shares2,556 from 2,556
Change0 (0%)
Value$151.6K (-$971)
Filed 2026-10-09
Coston, McIsaac & Partners
UNCHANGED
Shares2,448 from 2,448
Change0 (0%)
Value$145.2K (-$810)
Filed 2026-11-06
Signature Equity Partners, LLC
INCREASED
Shares2,406 from 601
Change+1,805 (+300%)
Value$142.7K (+$106.8K)
Filed 2026-10-29
GK Wealth Management LLC
DECREASED
Shares2,369 from 5,857
Change-3,488 (-60%)
Value$140.5K (-$209.2K)
Filed 2026-10-09
Prudent Man Investment Management, Inc.
INCREASED
Shares2,336 from 38
Change+2,298 (+6047%)
Value$138.5K (+$136.5K)
Filed 2026-11-03
Dhjj Financial Advisors, Ltd.
DECREASED
Shares2,308 from 2,416
Change-108 (-4%)
Value$136.9K (-$7.3K)
Filed 2026-10-23
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares2,303 from 2,303
Change0 (0%)
Value$136.6K (-$875)
Filed 2026-10-30
Key Capital Management, Inc
INCREASED
Shares2,279 from 160
Change+2,119 (+1324%)
Value$135.2K (+$125.6K)
Filed 2026-11-03
Signature Resources Capital Management, LLC
INCREASED
Shares2,242 from 1,802
Change+440 (+24%)
Value$133.0K (+$25.4K)
Filed 2026-10-16
10Elms LLP
INCREASED
Shares2,216 from 2,033
Change+183 (+9%)
Value$131.5K (+$10.1K)
Filed 2026-11-06
Loring Wolcott & Coolidge Fiduciary Advisors LLP
INCREASED
Shares2,111 from 1,986
Change+125 (+6%)
Value$125.2K (+$6.7K)
Filed 2026-10-23
Moisand Fitzgerald Tamayo, LLC
INCREASED
Shares2,087 from 1,966
Change+121 (+6%)
Value$123.8K (+$6.4K)
Filed 2026-10-15
Owl Creek Wealth Partners LLC
INCREASED
Shares2,080 from 2,077
Change+3 (+0%)
Value$123.4K (-$559)
Filed 2026-10-20
Cdkv Holdings LLC
UNCHANGED
Shares2,040 from 2,040
Change0 (0%)
Value$121.0K (-$775)
Filed 2026-10-28
Pioneer Family Office, LLC
UNCHANGED
Shares2,007 from 2,007
Change0 (0%)
Value$119.0K (-$763)
Filed 2026-10-30
Pacifica Partners Inc.
INCREASED
Shares1,993 from 1,992
Change+1 (+0%)
Value$117.7K (+$75)
Filed 2026-10-09
Provenance Wealth Advisors, LLC
INCREASED
Shares1,955 from 1,083
Change+872 (+81%)
Value$115.9K (+$51.3K)
Filed 2026-10-30
Robbins Farley
DECREASED
Shares1,954 from 2,004
Change-50 (-2%)
Value$115.9K (-$3.7K)
Filed 2026-10-21
Main Street Group, LTD
INCREASED
Shares1,945 from 1,943
Change+2 (+0%)
Value$115.4K (-$575)
Filed 2026-10-28
Investors Research Corp
DECREASED
Shares1,822 from 2,344
Change-522 (-22%)
Value$108.1K (-$31.9K)
Filed 2026-10-07
Global Trust Asset Management, LLC
UNCHANGED
Shares1,818 from 1,818
Change0 (0%)
Value$107.8K (-$690)
Filed 2026-10-19
Hoey Investments, Inc
DECREASED
Shares1,812 from 1,848
Change-36 (-2%)
Value$107.5K (-$2.8K)
Filed 2026-10-29
Valley National Advisers Inc
UNCHANGED
Shares1,742 from 1,742
Change0 (0%)
Value$103.3K (-$661)
Filed 2026-10-23
Financial Network Wealth Advisors LLC
INCREASED
Shares1,583 from 1,582
Change+1 (+0%)
Value$93.9K (-$516)
Filed 2026-10-28
High Note Wealth, LLC
UNCHANGED
Shares1,534 from 1,534
Change0 (0%)
Value$91.0K (-$582)
Filed 2026-10-27
Register Financial Advisors LLC
INCREASED
Shares1,516 from 1,493
Change+23 (+2%)
Value$89.9K (+$823)
Filed 2026-10-23
Adkins Seale Capital Management LLC
INCREASED
Shares1,501 from 1,474
Change+27 (+2%)
Value$89.0K (+$1.0K)
Filed 2026-10-27
Barings LLC
NEW
Shares1,500
Change+1,500
Value$89.4K
Filed 2026-10-22
Pittenger & Anderson Inc
DECREASED
Shares1,500 from 1,524
Change-24 (-2%)
Value$89.0K (-$2.0K)
Filed 2026-11-02
First Command Advisory Services, Inc.
INCREASED
Shares1,452 from 110
Change+1,342 (+1220%)
Value$86.1K (+$79.6K)
Filed 2026-11-05
Mainstream Capital Management LLC
NEW
Shares1,451
Change+1,451
Value$86.1K
Filed 2026-10-23
Western Pacific Wealth Management, LP
UNCHANGED
Shares1,427 from 1,427
Change0 (0%)
Value$84.7K (-$543)
Filed 2026-10-16
Balance Wealth Partners LLC
NEW
Shares1,354
Change+1,354
Value$80.3K
Filed 2026-10-27
Concord Wealth Partners
UNCHANGED
Shares1,351 from 1,351
Change0 (0%)
Value$80.2K (-$505)
Filed 2026-11-02
Kroeger Financial Partners
UNCHANGED
Shares1,292 from 1,292
Change0 (0%)
Value$76.6K (-$490)
Filed 2026-10-19
Sima Wealth Partners, LLC
UNCHANGED
Shares1,273 from 1,273
Change0 (0%)
Value$75.5K (-$484)
Filed 2026-10-19
Cornerstone National Bank & Trust Co
INCREASED
Shares1,269 from 977
Change+292 (+30%)
Value$74.9K (+$17.1K)
Filed 2026-10-20
MidAtlantic Capital Management, Inc.
NEW
Shares1,238
Change+1,238
Value$73.4K
Filed 2026-11-05
MTM Investment Management, LLC
INCREASED
Shares1,190 from 1,158
Change+32 (+3%)
Value$70.6K (+$1.5K)
Filed 2026-10-30
Guardian Partners Inc.
DECREASED
Shares1,186 from 1,386
Change-200 (-14%)
Value$70.3K (-$12.4K)
Filed 2026-10-21
MilWealth Group LLC
INCREASED
Shares1,172 from 1,032
Change+140 (+14%)
Value$69.5K (+$7.9K)
Filed 2026-11-02
Thompson Investment Management, Inc.
UNCHANGED
Shares1,144 from 1,144
Change0 (0%)
Value$67.9K (-$434)
Filed 2026-10-14
Sunrise Financial Services, LLC
DECREASED
Shares1,095 from 1,204
Change-109 (-9%)
Value$64.9K (-$6.9K)
Filed 2026-10-21
RMG Wealth Management LLC
UNCHANGED
Shares1,093 from 1,093
Change0 (0%)
Value$62.1K (-$4.0K)
Filed 2026-10-26
Heritage Family Offices, LLP
NEW
Shares1,068
Change+1,068
Value$63.3K
Filed 2026-11-02
Birch Financial Group, LLC
NEW
Shares1,067
Change+1,067
Value$63.3K
Filed 2026-10-27
Financial Consulate, Inc
DECREASED
Shares1,047 from 1,088
Change-41 (-4%)
Value$62.1K (-$2.9K)
Filed 2026-10-23
Nova Financial LLC
NEW
Shares1,029
Change+1,029
Value$61.0K
Filed 2026-11-04
Mycio Wealth Partners, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$59.3K (-$380)
Filed 2026-11-04
Plante Moran Financial Advisors, LLC
DECREASED
Shares963 from 1,999
Change-1,036 (-52%)
Value$57.1K (-$62.2K)
Filed 2026-11-04
Rudd Co d/b/a Styre Wealth
NEW
Shares950
Change+950
Value$55.1K
Filed 2026-10-29
Mowery & Schoenfeld Wealth Management, LLC
INCREASED
Shares931 from 930
Change+1 (+0%)
Value$55.2K (-$304)
Filed 2026-10-28
Financial Management Professionals, Inc.
UNCHANGED
Shares901 from 901
Change0 (0%)
Value$53.4K (-$343)
Filed 2026-10-23
Kingdom Financial Group Llc.
INCREASED
Shares868 from 269
Change+599 (+223%)
Value$51.5K (+$35.4K)
Filed 2026-11-04
Ares Financial Consulting, LLC
INCREASED
Shares840 from 839
Change+1 (+0%)
Value$49.8K (-$259)
Filed 2026-10-19
North Point Portfolio Managers Corp
NEW
Shares835
Change+835
Value$49.5K
Filed 2026-10-07
Bullock Wealth Management Group
UNCHANGED
Shares831 from 831
Change0 (0%)
Value$49.1K (-$158)
Filed 2026-10-09
Polaris Financial Partners
NEW
Shares828
Change+828
Value$49
Filed 2026-10-02
Advantage Trust Co
UNCHANGED
Shares820 from 820
Change0 (0%)
Value$48.6K (-$312)
Filed 2026-10-19
Clark Wealth Partners
UNCHANGED
Shares816 from 816
Change0 (0%)
Value$48.4K (-$311)
Filed 2026-10-19
Mosley Wealth Management
DECREASED
Shares800 from 807
Change-7 (-1%)
Value$47.0K (-$1.2K)
Filed 2026-10-16
Tsfg, LLC
DECREASED
Shares789 from 1,507
Change-718 (-48%)
Value$47 (-$90.0K)
Filed 2026-10-23
First United Bank & Trust
UNCHANGED
Shares787 from 787
Change0 (0%)
Value$46.7K (-$299)
Filed 2026-10-22
Fairscale Capital, LLC
UNCHANGED
Shares767 from 767
Change0 (0%)
Value$42.6K (-$3.2K)
Filed 2026-11-04
Transce3nd, LLC
INCREASED
Shares756 from 157
Change+599 (+382%)
Value$44.0K (+$34.6K)
Filed 2026-10-26
Beacon Financial Strategies Corp
INCREASED
Shares747 from 59
Change+688 (+1166%)
Value$44.3K (+$40.8K)
Filed 2026-10-14
Tradewinds Capital Management, LLC
DECREASED
Shares713 from 845
Change-132 (-16%)
Value$42.3K (-$8.2K)
Filed 2026-10-23
Boyd Watterson Asset Management LLC
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$41.5K (-$266)
Filed 2026-11-06
Mondrian Investment Partners LTD
DECREASED
Shares680 from 3,014
Change-2,334 (-77%)
Value$39.5K (-$140.4K)
Filed 2026-10-23
SYM Financial Corp
DECREASED
Shares680 from 692
Change-12 (-2%)
Value$40.3K (-$974)
Filed 2026-10-26
Clayton Financial Group LLC
NEW
Shares653
Change+653
Value$38.7K
Filed 2026-10-13
Nemes Rush Group LLC
INCREASED
Shares647 from 580
Change+67 (+12%)
Value$38.4K (+$3.7K)
Filed 2026-11-04
Frisco Financial Planning LLC
INCREASED
Shares647 from 646
Change+1 (+0%)
Value$38.4K (-$174)
Filed 2026-10-05
Investment Research & Advisory Group, Inc.
UNCHANGED
Shares633 from 633
Change0 (0%)
Value$37.5K (-$241)
Filed 2026-10-19
Edgemoor Investment Advisors, Inc.
NEW
Shares632
Change+632
Value$37.5K
Filed 2026-11-03
Blueline Advisors LLC
DECREASED
Shares618 from 676
Change-58 (-9%)
Value$36.6K (-$3.7K)
Filed 2026-10-15
Kozak & Associates, Inc.
DECREASED
Shares618 from 653
Change-35 (-5%)
Value$35.2K (-$3.4K)
Filed 2026-10-29
Atwood & Palmer Inc
UNCHANGED
Shares617 from 617
Change0 (0%)
Value$36.6K (-$234)
Filed 2026-10-08
Harbor Asset Planning, Inc.
INCREASED
Shares586 from 583
Change+3 (+1%)
Value$34.7K (-$157)
Filed 2026-10-23
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares583 from 3,341
Change-2,758 (-83%)
Value$34.6K (-$164.8K)
Filed 2026-10-14
Smallwood Wealth Investment Management, LLC
DECREASED
Shares578 from 599
Change-21 (-4%)
Value$34.3K (-$1.5K)
Filed 2026-10-30
GHP Investment Advisors, Inc.
UNCHANGED
Shares566 from 566
Change0 (0%)
Value$33.5K (-$212)
Filed 2026-10-15
GGM Financial LLC
INCREASED
Shares546 from 416
Change+130 (+31%)
Value$32.4K (+$7.6K)
Filed 2026-11-05
Elevate Wealth Advisory, Inc
INCREASED
Shares532 from 516
Change+16 (+3%)
Value$31.6K (+$753)
Filed 2026-10-29
Pacific Center for Financial Services
UNCHANGED
Shares526 from 526
Change0 (0%)
Value$31.2K (-$199)
Filed 2026-10-15
Hara Capital LLC
UNCHANGED
Shares480 from 480
Change0 (0%)
Value$28.5K (-$182)
Filed 2026-10-30
Hager Investment Management Services, LLC
INCREASED
Shares477 from 475
Change+2 (+0%)
Value$28.3K (-$62)
Filed 2026-11-04
Ulland Investment Advisors, LLC
UNCHANGED
Shares466 from 466
Change0 (0%)
Value$28 ($0)
Filed 2026-10-13
Wilkerson Advisory Group LLC
INCREASED
Shares457 from 398
Change+59 (+15%)
Value$27.1K (+$3.3K)
Filed 2026-10-20
Southern Michigan Bank & Trust
UNCHANGED
Shares452 from 452
Change0 (0%)
Value$26.8K (-$172)
Filed 2026-10-19
SJS Investment Consulting Inc.
INCREASED
Shares450 from 66
Change+384 (+582%)
Value$26.7K (+$22.7K)
Filed 2026-10-26
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares435 from 435
Change0 (0%)
Value$25.8K (-$165)
Filed 2026-11-02
Nexus Investment Management ULC
UNCHANGED
Shares425 from 425
Change0 (0%)
Value$25.2K (-$161)
Filed 2026-10-27
Elevation Wealth Partners, LLC
UNCHANGED
Shares414 from 414
Change0 (0%)
Value$24.6K (-$157)
Filed 2026-10-07
Frankly Finances, LLC
UNCHANGED
Shares411 from 411
Change0 (0%)
Value$24.4K (-$157)
Filed 2026-10-28
Elyxium Wealth, LLC
NEW
Shares400
Change+400
Value$23.7K
Filed 2026-10-27
Acima Private Wealth, LLC
UNCHANGED
Shares365 from 365
Change0 (0%)
Value$21.6K (-$139)
Filed 2026-10-05
Collier Financial
UNCHANGED
Shares360 from 360
Change0 (0%)
Value$21.4K (-$123)
Filed 2026-11-06
Valued Wealth Advisors LLC
NEW
Shares323
Change+323
Value$19.2K
Filed 2026-11-05
Friedenthal Financial
INCREASED
Shares315 from 64
Change+251 (+392%)
Value$18.7K (+$14.9K)
Filed 2026-10-27
Godsey & Gibb, Inc
DECREASED
Shares311 from 351
Change-40 (-11%)
Value$18.4K (-$2.5K)
Filed 2026-10-14
Nfsg Corp
DECREASED
Shares311 from 344
Change-33 (-10%)
Value$18.5K (-$2.1K)
Filed 2026-10-15
Sfam, LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$17.8K (-$114)
Filed 2026-11-03
Community Financial Services Group, LLC
INCREASED
Shares299 from 126
Change+173 (+137%)
Value$17.7K (+$10.2K)
Filed 2026-10-15
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares290 from 290
Change0 (0%)
Value$17.2K (-$111)
Filed 2026-10-16
Toth Financial Advisory Corp
UNCHANGED
Shares269 from 269
Change0 (0%)
Value$16.0K (-$102)
Filed 2026-10-08
True Wealth Design, LLC
UNCHANGED
Shares260 from 260
Change0 (0%)
Value$15.4K (-$99)
Filed 2026-10-13
Roxbury Financial LLC
UNCHANGED
Shares249 from 249
Change0 (0%)
Value$14.8K (-$79)
Filed 2026-10-01
Rakuten Securities, Inc.
DECREASED
Shares248 from 256
Change-8 (-3%)
Value$14.7K (-$572)
Filed 2026-11-02
POM Investment Strategies, LLC
NEW
Shares241
Change+241
Value$14.3K
Filed 2026-10-20
Creative Capital Management Investments LLC
UNCHANGED
Shares238 from 238
Change0 (0%)
Value$14.1K (-$90)
Filed 2026-10-28
Costello Asset Management, Inc
DECREASED
Shares236 from 815
Change-579 (-71%)
Value$14.0K (-$34.6K)
Filed 2026-10-30
Grey Ledge Advisors, LLC
INCREASED
Shares224 from 207
Change+17 (+8%)
Value$13.3K (+$944)
Filed 2026-11-02
Strengthening Families & Communities, LLC
INCREASED
Shares222 from 221
Change+1 (+0%)
Value$13.1K (-$59)
Filed 2026-10-21
Brown, Lisle Ings, Inc.
INCREASED
Shares209 from 173
Change+36 (+21%)
Value$12.4K (+$2.1K)
Filed 2026-10-16
Laurel Wealth Advisors LLC
NEW
Shares193
Change+193
Value$11.4K
Filed 2026-10-27
Kelleher Financial Advisors
INCREASED
Shares155 from 148
Change+7 (+5%)
Value$9.2K (+$345)
Filed 2026-10-30
Dorato Capital Management
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$9.0K (-$6)
Filed 2026-10-08
Bare Financial Services, Inc
UNCHANGED
Shares149 from 149
Change0 (0%)
Value$8.8K (-$57)
Filed 2026-11-04
Winthrop Capital Management, LLC
UNCHANGED
Shares148 from 148
Change0 (0%)
Value$8.8K (+$8.8K)
Filed 2026-11-05
Montgomery Financial Services LLC
INCREASED
Shares134 from 108
Change+26 (+24%)
Value$7.9K (+$1.5K)
Filed 2026-11-03
PFS Partners, LLC
UNCHANGED
Shares126 from 126
Change0 (0%)
Value$7.5K (-$37)
Filed 2026-10-21
Richardson Capital Management LLC
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$7.4K (-$47)
Filed 2026-10-23
Blume Capital Management, Inc.
UNCHANGED
Shares124 from 124
Change0 (0%)
Value$7.4K (-$47)
Filed 2026-10-26
1620 Investment Advisors, Inc.
DECREASED
Shares119 from 169
Change-50 (-30%)
Value$7.1K (-$3.0K)
Filed 2026-11-04
Contravisory Investment Management, Inc.
NEW
Shares103
Change+103
Value$6.1K
Filed 2026-10-13
Comprehensive Financial Planning, Inc.
UNCHANGED
Shares99 from 99
Change0 (0%)
Value$5.9K (-$38)
Filed 2026-10-27
Advocate Investing Services LLC
UNCHANGED
Shares96 from 96
Change0 (0%)
Value$5.7K (-$36)
Filed 2026-10-26
Navigoe, LLC
INCREASED
Shares95 from 94
Change+1 (+1%)
Value$5 ($0)
Filed 2026-11-04
Portfolio Resources Advisor Group, Inc.
UNCHANGED
Shares95 from 95
Change0 (0%)
Value$5.6K (-$37)
Filed 2026-10-20
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED
Shares92 from 92
Change0 (0%)
Value$5.5K (-$34)
Filed 2026-10-28
Tounjian Advisory Partners, LLC
NEW
Shares90
Change+90
Value$5.3K
Filed 2026-11-04
GoalVest Advisory LLC
NEW
Shares84
Change+84
Value$5.0K
Filed 2026-10-02
Highline Wealth Partners LLC
INCREASED
Shares64 from 63
Change+1 (+2%)
Value$3.8K (-$17)
Filed 2026-10-19
Chapman Financial Group, LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$3.0K (-$19)
Filed 2026-10-26
Gables Capital Management Inc.
UNCHANGED
Shares46 from 46
Change0 (0%)
Value$2.7K (-$18)
Filed 2026-11-04
Hilton Head Capital Partners, LLC
UNCHANGED
Shares46 from 46
Change0 (0%)
Value$2.7K (-$18)
Filed 2026-10-23
Birchwood Financial Partners, Inc.
DECREASED
Shares44 from 70
Change-26 (-37%)
Value$2.6K (-$1.6K)
Filed 2026-11-02
Horizon Financial Services, LLC
DECREASED
Shares37 from 85
Change-48 (-56%)
Value$2.2K (-$2.9K)
Filed 2026-11-04
Networth Advisors, LLC
DECREASED
Shares36 from 169
Change-133 (-79%)
Value$2.1K (-$8.0K)
Filed 2026-11-03
Family Capital Trust Co
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$2.1K (-$13)
Filed 2026-10-22
Bradley & Co. Private Wealth Management, LLC
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$2.1K (-$13)
Filed 2026-10-23
Daiwa Securities Group Inc.
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$2.0K (-$13)
Filed 2026-10-29
Wolff Wiese Magana LLC
INCREASED
Shares27 from 20
Change+7 (+35%)
Value$1.6K (+$408)
Filed 2026-10-15
West Branch Capital LLC
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$1.4K (-$8)
Filed 2026-10-20
Vermillion Wealth Management, Inc.
DECREASED
Shares22 from 752
Change-730 (-97%)
Value$1.3K (-$43.6K)
Filed 2026-10-26
Quaker Wealth Management, LLC
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$1.3K (-$9)
Filed 2026-10-22
Citizens National Bank Trust Department
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$1.1K (-$6)
Filed 2026-11-04
Lloyd Advisory Services, Llc.
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$935 (-$6)
Filed 2026-11-02
Essential Investment Partners LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$890 (-$5)
Filed 2026-10-27
RHL Group, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$593 (-$7)
Filed 2026-11-04
Monetary Solutions, Ltd
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$474 (-$4)
Filed 2026-10-22
Wealth Analytics Partners, LLC
NEW
Shares0
Change0
Value$3
Filed 2026-10-19
Prairie Wealth Advisors, Inc.
NEW
Shares0
Change0
Value$230.1K
Filed 2026-10-29
Foresight Capital Management Advisors, Inc.
NEW
Shares0
Change0
Value$28
Filed 2026-10-27
Cedar Point Capital Partners, LLC
CLOSED
Shares0 from 128,631
Change-128,631 (-100%)
Value$0 (-$7.7M)
Filed 2026-10-29
Newport Capital Group, LLC
CLOSED
Shares0 from 85,296
Change-85,296 (-100%)
Value$0 (-$5.1M)
Filed 2026-10-16
Green Ridge Wealth Planning LLC
CLOSED
Shares0 from 67,463
Change-67,463 (-100%)
Value$0 (-$4.0M)
Filed 2026-10-08
TBH Global Asset Management, LLC
CLOSED
Shares0 from 35,910
Change-35,910 (-100%)
Value$0 (-$2.1M)
Filed 2026-11-03
Fiduciary Advisors, Inc.
CLOSED
Shares0 from 31,700
Change-31,700 (-100%)
Value$0 (-$1.9M)
Filed 2026-10-16
Sunesis Advisors, LLC
CLOSED
Shares0 from 25,195
Change-25,195 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-26
Everett Harris & Co
CLOSED
Shares0 from 16,100
Change-16,100 (-100%)
Value$0 (-$961.0K)
Filed 2026-10-28
Advisortrust Partners, LLC
CLOSED
Shares0 from 11,010
Change-11,010 (-100%)
Value$0 (-$657.2K)
Filed 2026-11-02
Sterling Capital Management LLC
CLOSED
Shares0 from 10,709
Change-10,709 (-100%)
Value$0 (-$639.2K)
Filed 2026-10-22
Smith Salley Wealth Management
CLOSED
Shares0 from 9,274
Change-9,274 (-100%)
Value$0 (-$553.6K)
Filed 2026-11-03
Harmony Asset Management LLC
CLOSED
Shares0 from 8,641
Change-8,641 (-100%)
Value$0 (-$515.8K)
Filed 2026-10-20
Capital City Trust Co
CLOSED
Shares0 from 8,250
Change-8,250 (-100%)
Value$0 (-$492.4K)
Filed 2026-10-22
OceanIQ Capital, LLC
CLOSED
Shares0 from 8,000
Change-8,000 (-100%)
Value$0 (-$481.0K)
Filed 2026-10-19
Dana Investment Advisors, Inc.
CLOSED
Shares0 from 7,606
Change-7,606 (-100%)
Value$0 (-$454.0K)
Filed 2026-11-06
Madrona Financial Services, LLC
CLOSED
Shares0 from 6,442
Change-6,442 (-100%)
Value$0 (-$384.5K)
Filed 2026-10-23
Lee Financial Co
CLOSED
Shares0 from 6,146
Change-6,146 (-100%)
Value$0 (-$366.9K)
Filed 2026-10-16
Harpswell Capital Advisors, LLC
CLOSED
Shares0 from 5,884
Change-5,884 (-100%)
Value$0 (-$351.2K)
Filed 2026-10-09
Calamos Wealth Management LLC
CLOSED
Shares0 from 5,574
Change-5,574 (-100%)
Value$0 (-$332.7K)
Filed 2026-11-02
BluePrint Investing LLC
CLOSED
Shares0 from 5,431
Change-5,431 (-100%)
Value$0 (-$324.2K)
Filed 2026-10-14
PCG Asset Management, LLC
CLOSED
Shares0 from 5,015
Change-5,015 (-100%)
Value$0 (-$299.3K)
Filed 2026-11-05
Sunpointe, LLC
CLOSED
Shares0 from 4,939
Change-4,939 (-100%)
Value$0 (-$294.8K)
Filed 2026-10-22
Amplius Wealth Advisors, LLC
CLOSED
Shares0 from 4,924
Change-4,924 (-100%)
Value$0 (-$293.9K)
Filed 2026-10-20
Redmond Asset Management, LLC
CLOSED
Shares0 from 4,773
Change-4,773 (-100%)
Value$0 (-$284.9K)
Filed 2026-10-27
FDx Advisors, Inc.
CLOSED
Shares0 from 4,417
Change-4,417 (-100%)
Value$0 (-$264.0K)
Filed 2026-11-05
Smith Chas P & Associates PA Cpas
CLOSED
Shares0 from 3,784
Change-3,784 (-100%)
Value$0 (-$225.9K)
Filed 2026-10-22
LS Investment Advisors, LLC
CLOSED
Shares0 from 3,777
Change-3,777 (-100%)
Value$0 (-$225.4K)
Filed 2026-10-13
Retirement Solution LLC
CLOSED
Shares0 from 3,618
Change-3,618 (-100%)
Value$0 (-$216.0K)
Filed 2026-10-27
JB Capital LLC
CLOSED
Shares0 from 3,424
Change-3,424 (-100%)
Value$0 (-$204.4K)
Filed 2026-10-19
Inman Jager Wealth Management, LLC
CLOSED
Shares0 from 3,408
Change-3,408 (-100%)
Value$0 (-$203.4K)
Filed 2026-11-05
Power Wealth Management LLC
CLOSED
Shares0 from 3,401
Change-3,401 (-100%)
Value$0 (-$203.0K)
Filed 2026-10-27
Tull Financial Group, Inc.
CLOSED
Shares0 from 3,371
Change-3,371 (-100%)
Value$0 (-$201.2K)
Filed 2026-11-05
Salem Investment Counselors Inc
CLOSED
Shares0 from 2,752
Change-2,752 (-100%)
Value$0 (-$164.3K)
Filed 2026-10-13
Strategic Wealth Advisors LLC
CLOSED
Shares0 from 2,285
Change-2,285 (-100%)
Value$0 (-$122)
Filed 2026-11-06
Wellington Grp LLC
CLOSED
Shares0 from 2,238
Change-2,238 (-100%)
Value$0 (-$121.0K)
Filed 2026-11-06
LifeSteps Financial, Inc.
CLOSED
Shares0 from 1,757
Change-1,757 (-100%)
Value$0 (-$104.9K)
Filed 2026-10-15
Y.D. More Investments Ltd
CLOSED
Shares0 from 896
Change-896 (-100%)
Value$0 (-$53.4K)
Filed 2026-11-02
Merrithew & Thorsten Inc
CLOSED
Shares0 from 362
Change-362 (-100%)
Value$0 (-$21)
Filed 2026-11-06
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 317
Change-317 (-100%)
Value$0 (-$18.9K)
Filed 2026-10-29
Provident Wealth Management, LLC
CLOSED
Shares0 from 177
Change-177 (-100%)
Value$0 (-$10.6K)
Filed 2026-10-20
American National Bank & Trust
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$6.0K)
Filed 2026-10-07
Founders Capital Management
CLOSED
Shares0 from 74
Change-74 (-100%)
Value$0 (-$4.4K)
Filed 2026-10-13
CGC Financial Services, LLC
CLOSED
Shares0 from 61
Change-61 (-100%)
Value$0 (-$3.6K)
Filed 2026-10-13
NorthAvenue LLC
CLOSED
Shares0 from 54
Change-54 (-100%)
Value$0 (-$3.2K)
Filed 2026-10-29
Solstein Capital, LLC
CLOSED
Shares0 from 12
Change-12 (-100%)
Value$0 (-$733)
Filed 2026-11-02
Bank of America Corp
N/A
Shares— from 154,196,277
Change-154,196,277 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 77,649,601
Change-77,649,601 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 56,892,979
Change-56,892,979 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 55,839,057
Change-55,839,057 (-100%)
Value—
Betterment LLC
N/A
Shares— from 53,881,853
Change-53,881,853 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 48,574,319
Change-48,574,319 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 46,521,161
Change-46,521,161 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 41,004,690
Change-41,004,690 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 40,194,652
Change-40,194,652 (-100%)
Value—
WIT, LLC
N/A
Shares— from 38,637,529
Change-38,637,529 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 35,767,193
Change-35,767,193 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 34,713,916
Change-34,713,916 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 23,275,557
Change-23,275,557 (-100%)
Value—
UBS Group AG
N/A
Shares— from 21,424,092
Change-21,424,092 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 16,554,553
Change-16,554,553 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 15,727,077
Change-15,727,077 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 15,178,994
Change-15,178,994 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 14,493,736
Change-14,493,736 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 14,143,575
Change-14,143,575 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 12,893,649
Change-12,893,649 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 12,737,296
Change-12,737,296 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 11,412,104
Change-11,412,104 (-100%)
Value—
South Dakota Investment Council
N/A
Shares— from 10,336,538
Change-10,336,538 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 7,814,885
Change-7,814,885 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 7,517,951
Change-7,517,951 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 7,237,742
Change-7,237,742 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 6,857,688
Change-6,857,688 (-100%)
Value—
Jasper Ridge Partners, L.P.
N/A
Shares— from 6,296,257
Change-6,296,257 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 6,231,229
Change-6,231,229 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 5,797,638
Change-5,797,638 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 5,784,057
Change-5,784,057 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 5,347,891
Change-5,347,891 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 5,276,639
Change-5,276,639 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 5,198,174
Change-5,198,174 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 5,010,389
Change-5,010,389 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 4,827,719
Change-4,827,719 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 4,661,139
Change-4,661,139 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 4,559,712
Change-4,559,712 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 3,809,821
Change-3,809,821 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 3,800,283
Change-3,800,283 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 3,598,204
Change-3,598,204 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 3,479,278
Change-3,479,278 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 3,455,905
Change-3,455,905 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 3,384,214
Change-3,384,214 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 3,268,636
Change-3,268,636 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 3,121,015
Change-3,121,015 (-100%)
Value—
Cambridge Associates LLC
N/A
Shares— from 3,083,657
Change-3,083,657 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 3,050,055
Change-3,050,055 (-100%)
Value—
Nepc LLC
N/A
Shares— from 3,017,415
Change-3,017,415 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 2,956,906
Change-2,956,906 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 2,898,490
Change-2,898,490 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 2,831,907
Change-2,831,907 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 2,746,819
Change-2,746,819 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 2,442,871
Change-2,442,871 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 2,420,043
Change-2,420,043 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 2,419,156
Change-2,419,156 (-100%)
Value—
SBI Okasan Asset Management Co.Ltd.
N/A
Shares— from 2,390,940
Change-2,390,940 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 2,358,858
Change-2,358,858 (-100%)
Value—
Lincoln National Corp
N/A
Shares— from 2,244,009
Change-2,244,009 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 2,115,465
Change-2,115,465 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 1,993,405
Change-1,993,405 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,983,265
Change-1,983,265 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 1,975,017
Change-1,975,017 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 1,944,050
Change-1,944,050 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 1,882,546
Change-1,882,546 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 1,867,688
Change-1,867,688 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 1,783,878
Change-1,783,878 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 1,778,058
Change-1,778,058 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 1,772,775
Change-1,772,775 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 1,744,133
Change-1,744,133 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 1,730,730
Change-1,730,730 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 1,633,040
Change-1,633,040 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 1,554,566
Change-1,554,566 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 1,537,403
Change-1,537,403 (-100%)
Value—
Westerkirk Capital Inc.
N/A
Shares— from 1,476,133
Change-1,476,133 (-100%)
Value—
Ally Invest Advisors Inc.
N/A
Shares— from 1,429,618
Change-1,429,618 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 1,374,566
Change-1,374,566 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 1,346,359
Change-1,346,359 (-100%)
Value—
Hirtle & Co., LLC
N/A
Shares— from 1,331,530
Change-1,331,530 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1,330,928
Change-1,330,928 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 1,306,498
Change-1,306,498 (-100%)
Value—
Karpus Management, Inc.
N/A
Shares— from 1,294,280
Change-1,294,280 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 1,248,023
Change-1,248,023 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 1,219,031
Change-1,219,031 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 1,213,432
Change-1,213,432 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 1,191,535
Change-1,191,535 (-100%)
Value—
Parkwood LLC
N/A
Shares— from 1,190,229
Change-1,190,229 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 1,186,805
Change-1,186,805 (-100%)
Value—
&partners
N/A
Shares— from 1,185,271
Change-1,185,271 (-100%)
Value—
Invictus Private Wealth, LLC
N/A
Shares— from 1,184,770
Change-1,184,770 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 1,161,929
Change-1,161,929 (-100%)
Value—
Commerce Bank
N/A
Shares— from 1,161,053
Change-1,161,053 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 1,154,238
Change-1,154,238 (-100%)
Value—
West Virginia University Foundation, Inc
N/A
Shares— from 1,086,021
Change-1,086,021 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,077,278
Change-1,077,278 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 1,073,753
Change-1,073,753 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 1,060,302
Change-1,060,302 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 1,049,178
Change-1,049,178 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 1,022,858
Change-1,022,858 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 1,017,379
Change-1,017,379 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 969,922
Change-969,922 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 967,446
Change-967,446 (-100%)
Value—
Blair William & Co
N/A
Shares— from 963,167
Change-963,167 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 909,418
Change-909,418 (-100%)
Value—
Chandler Asset Management, Inc.
N/A
Shares— from 892,707
Change-892,707 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 867,508
Change-867,508 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 852,893
Change-852,893 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 851,262
Change-851,262 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 798,122
Change-798,122 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 750,676
Change-750,676 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 739,312
Change-739,312 (-100%)
Value—
Allianz SE
N/A
Shares— from 722,131
Change-722,131 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 717,713
Change-717,713 (-100%)
Value—
Stephens Greth Foundation
N/A
Shares— from 702,525
Change-702,525 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 690,696
Change-690,696 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 682,576
Change-682,576 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 636,758
Change-636,758 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 634,147
Change-634,147 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 620,095
Change-620,095 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 617,367
Change-617,367 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 593,841
Change-593,841 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 585,643
Change-585,643 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 584,710
Change-584,710 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 576,953
Change-576,953 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 575,570
Change-575,570 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 562,212
Change-562,212 (-100%)
Value—
Keewaydin Investments LLC
N/A
Shares— from 546,363
Change-546,363 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 545,701
Change-545,701 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 544,825
Change-544,825 (-100%)
Value—
Zuckerman Investment Group, LLC
N/A
Shares— from 533,604
Change-533,604 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 512,590
Change-512,590 (-100%)
Value—
Pack Private Wealth, LLC
N/A
Shares— from 509,140
Change-509,140 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 499,242
Change-499,242 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 483,415
Change-483,415 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 480,584
Change-480,584 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 469,525
Change-469,525 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 451,469
Change-451,469 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 449,589
Change-449,589 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 447,429
Change-447,429 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 445,583
Change-445,583 (-100%)
Value—
TLT Family Holdco ULC
N/A
Shares— from 433,150
Change-433,150 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 428,052
Change-428,052 (-100%)
Value—
Prudent Investors Network, Inc.
N/A
Shares— from 427,991
Change-427,991 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 427,673
Change-427,673 (-100%)
Value—
Payne Capital Management, LLC
N/A
Shares— from 424,274
Change-424,274 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 417,168
Change-417,168 (-100%)
Value—
Cerity Partners Retirement Plan Advisors LLC
N/A
Shares— from 407,830
Change-407,830 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 406,824
Change-406,824 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 405,252
Change-405,252 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 403,971
Change-403,971 (-100%)
Value—
Wharton Business Group, LLC
N/A
Shares— from 388,891
Change-388,891 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 379,782
Change-379,782 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 379,398
Change-379,398 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 371,955
Change-371,955 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 366,818
Change-366,818 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 360,282
Change-360,282 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 359,880
Change-359,880 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 345,344
Change-345,344 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 343,520
Change-343,520 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 330,529
Change-330,529 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 320,533
Change-320,533 (-100%)
Value—
New Vernon Capital Holdings II LLC
N/A
Shares— from 319,003
Change-319,003 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 317,385
Change-317,385 (-100%)
Value—
Martin & Co Inc
N/A
Shares— from 315,992
Change-315,992 (-100%)
Value—
Strategic Financial Planning, Inc.
N/A
Shares— from 315,363
Change-315,363 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 311,179
Change-311,179 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 309,859
Change-309,859 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 306,135
Change-306,135 (-100%)
Value—
Okabena Investment Services Inc
N/A
Shares— from 306,049
Change-306,049 (-100%)
Value—
Crestmont Private Wealth LLC
N/A
Shares— from 302,361
Change-302,361 (-100%)
Value—
Global Endowment Management, LP
N/A
Shares— from 298,000
Change-298,000 (-100%)
Value—
Cavalier Investments, LLC
N/A
Shares— from 296,581
Change-296,581 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 294,513
Change-294,513 (-100%)
Value—
Permanent Capital Management, LP
N/A
Shares— from 292,236
Change-292,236 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 292,056
Change-292,056 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 285,266
Change-285,266 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 282,762
Change-282,762 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 279,891
Change-279,891 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 279,601
Change-279,601 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 278,874
Change-278,874 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 277,373
Change-277,373 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 276,275
Change-276,275 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 274,346
Change-274,346 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 272,808
Change-272,808 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 271,382
Change-271,382 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 270,263
Change-270,263 (-100%)
Value—
TrueWealth Financial Partners
N/A
Shares— from 267,558
Change-267,558 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 266,053
Change-266,053 (-100%)
Value—
Schwerin Boyle Capital Management Inc
N/A
Shares— from 264,964
Change-264,964 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 263,466
Change-263,466 (-100%)
Value—
Aperture Investors, LLC
N/A
Shares— from 263,332
Change-263,332 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 262,182
Change-262,182 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 262,096
Change-262,096 (-100%)
Value—
Raelipskie Partnership
N/A
Shares— from 260,394
Change-260,394 (-100%)
Value—
Chai Trust Co LLC
N/A
Shares— from 254,821
Change-254,821 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 253,217
Change-253,217 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 253,059
Change-253,059 (-100%)
Value—
Windward Private Wealth Management Inc.
N/A
Shares— from 252,376
Change-252,376 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 252,161
Change-252,161 (-100%)
Value—
Harbor Advisory Corp
N/A
Shares— from 250,530
Change-250,530 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 249,567
Change-249,567 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 246,856
Change-246,856 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 245,938
Change-245,938 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 244,178
Change-244,178 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 240,716
Change-240,716 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 239,795
Change-239,795 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 237,510
Change-237,510 (-100%)
Value—
Silver Coast Investments LLC
N/A
Shares— from 236,207
Change-236,207 (-100%)
Value—
Prime Buchholz LLC
N/A
Shares— from 233,290
Change-233,290 (-100%)
Value—
Custos Family Office, LLC
N/A
Shares— from 228,717
Change-228,717 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 225,770
Change-225,770 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 223,969
Change-223,969 (-100%)
Value—
Pine Ridge Advisers LLC
N/A
Shares— from 221,067
Change-221,067 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 219,215
Change-219,215 (-100%)
Value—
Simmons Bank
N/A
Shares— from 219,076
Change-219,076 (-100%)
Value—
Rptc Inc.
N/A
Shares— from 218,423
Change-218,423 (-100%)
Value—
Titan Global Capital Management USA LLC
N/A
Shares— from 217,903
Change-217,903 (-100%)
Value—
TriCert Investment Counsel Inc.
N/A
Shares— from 215,348
Change-215,348 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 214,877
Change-214,877 (-100%)
Value—
Blue Edge Capital, LLC
N/A
Shares— from 214,497
Change-214,497 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 213,795
Change-213,795 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 213,221
Change-213,221 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 212,232
Change-212,232 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 211,898
Change-211,898 (-100%)
Value—
Waterford Advisors, LLC
N/A
Shares— from 211,867
Change-211,867 (-100%)
Value—
Nelson Capital Management, LLC
N/A
Shares— from 210,736
Change-210,736 (-100%)
Value—
Polianta Ltd
N/A
Shares— from 209,500
Change-209,500 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 209,096
Change-209,096 (-100%)
Value—
Cliffwater LLC
N/A
Shares— from 208,320
Change-208,320 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 208,277
Change-208,277 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 206,985
Change-206,985 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 206,771
Change-206,771 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 205,733
Change-205,733 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 205,362
Change-205,362 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 203,635
Change-203,635 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 203,206
Change-203,206 (-100%)
Value—
Obsido Oy
N/A
Shares— from 200,316
Change-200,316 (-100%)
Value—
Standard Family Office LLC
N/A
Shares— from 199,747
Change-199,747 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 199,187
Change-199,187 (-100%)
Value—
American Trust
N/A
Shares— from 197,956
Change-197,956 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 196,400
Change-196,400 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 196,206
Change-196,206 (-100%)
Value—
Menora Mivtachim Holdings Ltd.
N/A
Shares— from 192,000
Change-192,000 (-100%)
Value—
Regimen Wealth, LLC
N/A
Shares— from 189,253
Change-189,253 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 186,905
Change-186,905 (-100%)
Value—
MainStreet Investment Advisors LLC
N/A
Shares— from 186,625
Change-186,625 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 185,290
Change-185,290 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 182,142
Change-182,142 (-100%)
Value—
Finhabits Advisors LLC
N/A
Shares— from 180,536
Change-180,536 (-100%)
Value—
Forefront Analytics, LLC
N/A
Shares— from 180,376
Change-180,376 (-100%)
Value—
Steelhead Wealth Management LLC
N/A
Shares— from 179,975
Change-179,975 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 178,439
Change-178,439 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 178,293
Change-178,293 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 176,075
Change-176,075 (-100%)
Value—
Applied Capital LLC
N/A
Shares— from 172,430
Change-172,430 (-100%)
Value—
Canada Post Corp Registered Pension Plan
N/A
Shares— from 170,000
Change-170,000 (-100%)
Value—
Tribridge Partners Financial LLC
N/A
Shares— from 169,415
Change-169,415 (-100%)
Value—
Battery Global Advisors, LLC
N/A
Shares— from 168,815
Change-168,815 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 167,995
Change-167,995 (-100%)
Value—
Stephens Inc
N/A
Shares— from 166,867
Change-166,867 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 165,192
Change-165,192 (-100%)
Value—
Omnia Family Wealth, LLC
N/A
Shares— from 160,681
Change-160,681 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 160,267
Change-160,267 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 159,679
Change-159,679 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 155,690
Change-155,690 (-100%)
Value—
Private Wealth Advisors, LLC
N/A
Shares— from 155,178
Change-155,178 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 154,655
Change-154,655 (-100%)
Value—
RiverGlades Family Offices LLC
N/A
Shares— from 150,013
Change-150,013 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 148,229
Change-148,229 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 145,375
Change-145,375 (-100%)
Value—
Joule Financial, LLC
N/A
Shares— from 144,763
Change-144,763 (-100%)
Value—
Seven Springs Wealth Group, LLC
N/A
Shares— from 142,154
Change-142,154 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 140,306
Change-140,306 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 139,607
Change-139,607 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 139,606
Change-139,606 (-100%)
Value—
Dravo BAY LLC
N/A
Shares— from 139,344
Change-139,344 (-100%)
Value—
IF Advisors, LLC
N/A
Shares— from 138,230
Change-138,230 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 137,678
Change-137,678 (-100%)
Value—
Alley Investment Management Company, LLC
N/A
Shares— from 135,724
Change-135,724 (-100%)
Value—
Odyssey Group, LLC
N/A
Shares— from 135,087
Change-135,087 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 134,176
Change-134,176 (-100%)
Value—
DiPaolo Financial Group, Inc.
N/A
Shares— from 133,754
Change-133,754 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 133,526
Change-133,526 (-100%)
Value—
Invst, LLC
N/A
Shares— from 133,151
Change-133,151 (-100%)
Value—
S&CO Inc
N/A
Shares— from 132,538
Change-132,538 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 132,232
Change-132,232 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 132,222
Change-132,222 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 129,754
Change-129,754 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 129,401
Change-129,401 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 128,852
Change-128,852 (-100%)
Value—
Michelson Medical Research Foundation, Inc.
N/A
Shares— from 127,630
Change-127,630 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 127,189
Change-127,189 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 126,199
Change-126,199 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 125,606
Change-125,606 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 122,473
Change-122,473 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 122,299
Change-122,299 (-100%)
Value—
NerdWallet Wealth Partners, LLC
N/A
Shares— from 122,146
Change-122,146 (-100%)
Value—
Perissos Private Wealth Management, LLC
N/A
Shares— from 121,524
Change-121,524 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 121,090
Change-121,090 (-100%)
Value—
Sunflower Bank, N.A.
N/A
Shares— from 120,768
Change-120,768 (-100%)
Value—
Summit Wealth Group, LLC
N/A
Shares— from 118,862
Change-118,862 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 118,566
Change-118,566 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 117,311
Change-117,311 (-100%)
Value—
Genesis Wealth Advisors, LLC
N/A
Shares— from 116,486
Change-116,486 (-100%)
Value—
Genesis Financial Group, LLC
N/A
Shares— from 116,387
Change-116,387 (-100%)
Value—
Connors Investor Services Inc
N/A
Shares— from 116,373
Change-116,373 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 116,306
Change-116,306 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 115,634
Change-115,634 (-100%)
Value—
Hilltop Wealth Advisors, LLC
N/A
Shares— from 113,991
Change-113,991 (-100%)
Value—
NI Acquisitions Company, LLC
N/A
Shares— from 110,878
Change-110,878 (-100%)
Value—
Trevian Wealth Management LLC
N/A
Shares— from 110,175
Change-110,175 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 109,493
Change-109,493 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 109,434
Change-109,434 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 107,407
Change-107,407 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 103,944
Change-103,944 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 103,168
Change-103,168 (-100%)
Value—
Harvest Investment Advisors, LLC
N/A
Shares— from 102,845
Change-102,845 (-100%)
Value—
BHK Investment Advisors, LLC
N/A
Shares— from 102,779
Change-102,779 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 102,335
Change-102,335 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 102,148
Change-102,148 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 101,129
Change-101,129 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 101,014
Change-101,014 (-100%)
Value—
Sanchez Levi Garrett
N/A
Shares— from 100,884
Change-100,884 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 100,493
Change-100,493 (-100%)
Value—
Tikvah Management LLC
N/A
Shares— from 100,400
Change-100,400 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 100,382
Change-100,382 (-100%)
Value—
Marino Management, LLC
N/A
Shares— from 100,287
Change-100,287 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 99,963
Change-99,963 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 99,374
Change-99,374 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 99,114
Change-99,114 (-100%)
Value—
Tandem Financial, LLC
N/A
Shares— from 97,845
Change-97,845 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 97,673
Change-97,673 (-100%)
Value—
Twin Tree Management, LP
N/A
Shares— from 97,473
Change-97,473 (-100%)
Value—
Nwam LLC
N/A
Shares— from 97,196
Change-97,196 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 96,699
Change-96,699 (-100%)
Value—
J.E. Simmons & Co., P.C.
N/A
Shares— from 96,696
Change-96,696 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 96,284
Change-96,284 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 95,779
Change-95,779 (-100%)
Value—
Wealth Management Strategies, Inc.
N/A
Shares— from 95,572
Change-95,572 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 95,200
Change-95,200 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 94,914
Change-94,914 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 94,424
Change-94,424 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 94,353
Change-94,353 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 94,313
Change-94,313 (-100%)
Value—
McNamara Financial Services, Inc.
N/A
Shares— from 93,210
Change-93,210 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 91,691
Change-91,691 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 91,637
Change-91,637 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 91,267
Change-91,267 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 90,738
Change-90,738 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 89,903
Change-89,903 (-100%)
Value—
Signal Tree Financial Partners LLC
N/A
Shares— from 85,839
Change-85,839 (-100%)
Value—
Verity Wealth Advisors
N/A
Shares— from 84,936
Change-84,936 (-100%)
Value—
Allie Family Office LLC
N/A
Shares— from 84,507
Change-84,507 (-100%)
Value—
Bridgewealth Advisory Group, LLC
N/A
Shares— from 84,090
Change-84,090 (-100%)
Value—
Centennial Bank
N/A
Shares— from 82,369
Change-82,369 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 82,243
Change-82,243 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 81,463
Change-81,463 (-100%)
Value—
Campion Asset Management
N/A
Shares— from 81,332
Change-81,332 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 77,840
Change-77,840 (-100%)
Value—
Emerald Investment Advisers, LLC
N/A
Shares— from 77,618
Change-77,618 (-100%)
Value—
TPG Financial Advisors, LLC
N/A
Shares— from 77,167
Change-77,167 (-100%)
Value—
American Alpha Advisors, LLC
N/A
Shares— from 76,294
Change-76,294 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 75,055
Change-75,055 (-100%)
Value—
Meadowbrook Advisors Group, LLC
N/A
Shares— from 74,825
Change-74,825 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 73,467
Change-73,467 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 73,029
Change-73,029 (-100%)
Value—
Ironwood Investment Management LLC
N/A
Shares— from 72,554
Change-72,554 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 71,576
Change-71,576 (-100%)
Value—
TFO Wealth Partners, LLC
N/A
Shares— from 70,551
Change-70,551 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 70,418
Change-70,418 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 70,015
Change-70,015 (-100%)
Value—
Strategic Financial Partners, Ltd.
N/A
Shares— from 69,598
Change-69,598 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 69,542
Change-69,542 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 69,329
Change-69,329 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 69,187
Change-69,187 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 68,603
Change-68,603 (-100%)
Value—
Cadence Wealth Management LLC
N/A
Shares— from 67,595
Change-67,595 (-100%)
Value—
Vestwell Advisors, LLC
N/A
Shares— from 67,307
Change-67,307 (-100%)
Value—
Arbor Trust Wealth Advisors, LLC
N/A
Shares— from 66,972
Change-66,972 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 66,863
Change-66,863 (-100%)
Value—
Granite Harbor Advisors, Inc.
N/A
Shares— from 66,717
Change-66,717 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 66,253
Change-66,253 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 65,771
Change-65,771 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 65,201
Change-65,201 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 64,510
Change-64,510 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 63,759
Change-63,759 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 63,698
Change-63,698 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 63,304
Change-63,304 (-100%)
Value—
Astoria Strategic Wealth, Inc.
N/A
Shares— from 62,287
Change-62,287 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 61,047
Change-61,047 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 61,033
Change-61,033 (-100%)
Value—
Brandes Investment Partners, LP
N/A
Shares— from 59,946
Change-59,946 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 59,807
Change-59,807 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 58,442
Change-58,442 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 58,036
Change-58,036 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 57,926
Change-57,926 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 57,400
Change-57,400 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 56,716
Change-56,716 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 55,969
Change-55,969 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 55,733
Change-55,733 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 55,127
Change-55,127 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 54,654
Change-54,654 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 54,646
Change-54,646 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 53,918
Change-53,918 (-100%)
Value—
Brightwater Advisory LLC
N/A
Shares— from 53,787
Change-53,787 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 53,174
Change-53,174 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 52,871
Change-52,871 (-100%)
Value—
Voya Financial Advisors, Inc.
N/A
Shares— from 52,467
Change-52,467 (-100%)
Value—
Main Management LLC
N/A
Shares— from 51,961
Change-51,961 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 51,840
Change-51,840 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 51,390
Change-51,390 (-100%)
Value—
Burling Wealth Partners, LLC
N/A
Shares— from 51,357
Change-51,357 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 51,182
Change-51,182 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 51,008
Change-51,008 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 50,756
Change-50,756 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 50,629
Change-50,629 (-100%)
Value—
MorganRosel Wealth Management, LLC
N/A
Shares— from 49,705
Change-49,705 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 49,548
Change-49,548 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 49,506
Change-49,506 (-100%)
Value—
Red Wave Investments LLC
N/A
Shares— from 49,500
Change-49,500 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 49,054
Change-49,054 (-100%)
Value—
Fiduciary Wealth Partners, LLC
N/A
Shares— from 48,909
Change-48,909 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 48,793
Change-48,793 (-100%)
Value—
FFT Wealth Management LLC
N/A
Shares— from 48,634
Change-48,634 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 47,814
Change-47,814 (-100%)
Value—
Cerity Partners Ocio LLC
N/A
Shares— from 47,575
Change-47,575 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 47,458
Change-47,458 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 46,908
Change-46,908 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 46,393
Change-46,393 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 46,258
Change-46,258 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 46,223
Change-46,223 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 46,199
Change-46,199 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 45,962
Change-45,962 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 45,949
Change-45,949 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 45,032
Change-45,032 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 44,777
Change-44,777 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 44,751
Change-44,751 (-100%)
Value—
Tailwinds Wealth, LLC
N/A
Shares— from 44,447
Change-44,447 (-100%)
Value—
Tiff Advisory Services, LLC
N/A
Shares— from 44,398
Change-44,398 (-100%)
Value—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A
Shares— from 43,878
Change-43,878 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 43,604
Change-43,604 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 43,521
Change-43,521 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 43,424
Change-43,424 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 42,923
Change-42,923 (-100%)
Value—
Golden Road Advisors LLC
N/A
Shares— from 42,857
Change-42,857 (-100%)
Value—
Wescap Management Group, Inc.
N/A
Shares— from 42,410
Change-42,410 (-100%)
Value—
Francis Financial, Inc.
N/A
Shares— from 41,917
Change-41,917 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 41,339
Change-41,339 (-100%)
Value—
Columbia River Financial Group, LLC
N/A
Shares— from 40,985
Change-40,985 (-100%)
Value—
Mittelman Wealth Management
N/A
Shares— from 40,913
Change-40,913 (-100%)
Value—
Windsor Advisory Group, LLC
N/A
Shares— from 40,583
Change-40,583 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 40,459
Change-40,459 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 40,342
Change-40,342 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 40,284
Change-40,284 (-100%)
Value—
Vista Cima Wealth Management LLC
N/A
Shares— from 40,255
Change-40,255 (-100%)
Value—
Jacobs Equity LLC
N/A
Shares— from 39,867
Change-39,867 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 39,866
Change-39,866 (-100%)
Value—
Ascent Advisors, LLC
N/A
Shares— from 39,640
Change-39,640 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 39,448
Change-39,448 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 39,003
Change-39,003 (-100%)
Value—
Consolidated Portfolio Review Corp
N/A
Shares— from 39,000
Change-39,000 (-100%)
Value—
Bluebird Wealth Management LLC
N/A
Shares— from 38,917
Change-38,917 (-100%)
Value—
Daniel Investment Group, Inc.
N/A
Shares— from 38,501
Change-38,501 (-100%)
Value—
Sharp Wealth Advisory, LLC
N/A
Shares— from 38,394
Change-38,394 (-100%)
Value—
Orcam Financial Group
N/A
Shares— from 38,236
Change-38,236 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 38,211
Change-38,211 (-100%)
Value—
Scharf Investments, LLC
N/A
Shares— from 38,131
Change-38,131 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 37,900
Change-37,900 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 37,778
Change-37,778 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 37,718
Change-37,718 (-100%)
Value—
VPR Management LLC
N/A
Shares— from 37,700
Change-37,700 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 37,560
Change-37,560 (-100%)
Value—
Fairlight Advisors
N/A
Shares— from 37,530
Change-37,530 (-100%)
Value—
Navalign, LLC
N/A
Shares— from 37,455
Change-37,455 (-100%)
Value—
Cornerstone Financial Group, LLC
N/A
Shares— from 37,364
Change-37,364 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 37,141
Change-37,141 (-100%)
Value—
Severin Investments, LLC
N/A
Shares— from 37,121
Change-37,121 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 37,110
Change-37,110 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 36,770
Change-36,770 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 36,638
Change-36,638 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 36,635
Change-36,635 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 36,607
Change-36,607 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 36,494
Change-36,494 (-100%)
Value—
Colter Lewis Investment Partners LLC
N/A
Shares— from 36,387
Change-36,387 (-100%)
Value—
Rock Creek Group LLC
N/A
Shares— from 36,342
Change-36,342 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 36,026
Change-36,026 (-100%)
Value—
Riverpoint Wealth Management Holdings, LLC
N/A
Shares— from 36,003
Change-36,003 (-100%)
Value—
Causeway Capital Management LLC
N/A
Shares— from 35,556
Change-35,556 (-100%)
Value—
Compass Advisory Group LLC
N/A
Shares— from 35,524
Change-35,524 (-100%)
Value—
Bakala Capital LLC
N/A
Shares— from 35,009
Change-35,009 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 34,915
Change-34,915 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 34,827
Change-34,827 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 34,708
Change-34,708 (-100%)
Value—
Financial Strategies Group, Inc.
N/A
Shares— from 34,688
Change-34,688 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 34,630
Change-34,630 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 33,827
Change-33,827 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 33,505
Change-33,505 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 32,579
Change-32,579 (-100%)
Value—
Wilson & Boucher Capital Management, LLC
N/A
Shares— from 32,501
Change-32,501 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 32,377
Change-32,377 (-100%)
Value—
Pacific Financial Group Inc
N/A
Shares— from 32,296
Change-32,296 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 32,273
Change-32,273 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 32,127
Change-32,127 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 32,112
Change-32,112 (-100%)
Value—
Synergy Financial Group, LTD
N/A
Shares— from 31,742
Change-31,742 (-100%)
Value—
FCA Corp
N/A
Shares— from 31,573
Change-31,573 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 31,366
Change-31,366 (-100%)
Value—
Resolute Advisors LLC
N/A
Shares— from 31,323
Change-31,323 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 31,229
Change-31,229 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 31,040
Change-31,040 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 30,989
Change-30,989 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 30,302
Change-30,302 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 30,123
Change-30,123 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 30,011
Change-30,011 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 29,883
Change-29,883 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 29,700
Change-29,700 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 29,453
Change-29,453 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 29,408
Change-29,408 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 29,406
Change-29,406 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 29,293
Change-29,293 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 28,963
Change-28,963 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 28,827
Change-28,827 (-100%)
Value—
Winthrop Partners - WNY, LLC
N/A
Shares— from 28,804
Change-28,804 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 28,727
Change-28,727 (-100%)
Value—
Sovereign Investment Advisors, LLC
N/A
Shares— from 28,704
Change-28,704 (-100%)
Value—
Conservest Capital Advisors, Inc.
N/A
Shares— from 28,657
Change-28,657 (-100%)
Value—
Holistic Financial Partners
N/A
Shares— from 28,185
Change-28,185 (-100%)
Value—
First National Bank & Trust Co of Newtown
N/A
Shares— from 27,595
Change-27,595 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 27,584
Change-27,584 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 27,341
Change-27,341 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 27,255
Change-27,255 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 27,179
Change-27,179 (-100%)
Value—
Seldon Capital LP
N/A
Shares— from 27,148
Change-27,148 (-100%)
Value—
Vernal Point Advisors, LLC
N/A
Shares— from 27,023
Change-27,023 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 26,901
Change-26,901 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 26,846
Change-26,846 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 26,839
Change-26,839 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 26,834
Change-26,834 (-100%)
Value—
Marquette Associates, Inc.
N/A
Shares— from 26,549
Change-26,549 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 26,471
Change-26,471 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 26,457
Change-26,457 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 26,128
Change-26,128 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 25,684
Change-25,684 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 25,221
Change-25,221 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 25,127
Change-25,127 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 25,104
Change-25,104 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 24,650
Change-24,650 (-100%)
Value—
Noble Wealth Partners LLC
N/A
Shares— from 24,595
Change-24,595 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 24,561
Change-24,561 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 24,269
Change-24,269 (-100%)
Value—
Madden Advisory Services, Inc.
N/A
Shares— from 24,261
Change-24,261 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 23,411
Change-23,411 (-100%)
Value—
Stembrook Asset Management, LLC
N/A
Shares— from 23,373
Change-23,373 (-100%)
Value—
North Dallas Bank & Trust Co
N/A
Shares— from 23,330
Change-23,330 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 22,795
Change-22,795 (-100%)
Value—
Seaside Wealth Management, Inc.
N/A
Shares— from 22,268
Change-22,268 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 22,260
Change-22,260 (-100%)
Value—
Sky-Mountain Capital Management, Inc.
N/A
Shares— from 22,017
Change-22,017 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 22,000
Change-22,000 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 21,732
Change-21,732 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 21,722
Change-21,722 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 21,554
Change-21,554 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 21,478
Change-21,478 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 21,455
Change-21,455 (-100%)
Value—
Saranac Partners Ltd
N/A
Shares— from 21,350
Change-21,350 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 21,117
Change-21,117 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 21,098
Change-21,098 (-100%)
Value—
City National Bank of Florida
N/A
Shares— from 20,742
Change-20,742 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 20,679
Change-20,679 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 20,587
Change-20,587 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 20,475
Change-20,475 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 20,412
Change-20,412 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 20,253
Change-20,253 (-100%)
Value—
DF Dent & Co Inc
N/A
Shares— from 19,896
Change-19,896 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 19,712
Change-19,712 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 19,471
Change-19,471 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 19,447
Change-19,447 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 19,423
Change-19,423 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 19,361
Change-19,361 (-100%)
Value—
Midwestern Financial, LLC
N/A
Shares— from 19,192
Change-19,192 (-100%)
Value—
ATLas Financial Planning LLC
N/A
Shares— from 19,104
Change-19,104 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 18,869
Change-18,869 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 18,831
Change-18,831 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 18,804
Change-18,804 (-100%)
Value—
NorthStar Asset Management LLC
N/A
Shares— from 18,521
Change-18,521 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 18,367
Change-18,367 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 17,874
Change-17,874 (-100%)
Value—
Clarion Wealth Managment Partners, LLC
N/A
Shares— from 17,837
Change-17,837 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 17,707
Change-17,707 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 17,706
Change-17,706 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 17,655
Change-17,655 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 17,632
Change-17,632 (-100%)
Value—
SGL Investment Advisors, Inc.
N/A
Shares— from 17,630
Change-17,630 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 17,501
Change-17,501 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 17,355
Change-17,355 (-100%)
Value—
Twin Lakes Capital Management, LLC
N/A
Shares— from 17,342
Change-17,342 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 17,139
Change-17,139 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 16,903
Change-16,903 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 16,903
Change-16,903 (-100%)
Value—
Causey Wealth LLC
N/A
Shares— from 16,858
Change-16,858 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 16,738
Change-16,738 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 16,588
Change-16,588 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 16,478
Change-16,478 (-100%)
Value—
Plum Street Advisors, LLC
N/A
Shares— from 16,456
Change-16,456 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 16,401
Change-16,401 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 16,319
Change-16,319 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 16,240
Change-16,240 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 16,214
Change-16,214 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 16,175
Change-16,175 (-100%)
Value—
Alvarez & Marsal Private Wealth Partners, LLC
N/A
Shares— from 15,953
Change-15,953 (-100%)
Value—
Requisite Capital Management, LLC
N/A
Shares— from 15,937
Change-15,937 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 15,794
Change-15,794 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 15,766
Change-15,766 (-100%)
Value—
Hikari Tsushin, Inc.
N/A
Shares— from 15,745
Change-15,745 (-100%)
Value—
Wealth Care LLC
N/A
Shares— from 15,624
Change-15,624 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 15,614
Change-15,614 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 15,550
Change-15,550 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 15,424
Change-15,424 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 14,912
Change-14,912 (-100%)
Value—
Monograph Wealth Advisors, LLC
N/A
Shares— from 14,856
Change-14,856 (-100%)
Value—
Dimension Capital Management LLC
N/A
Shares— from 14,799
Change-14,799 (-100%)
Value—
a16z Perennial Management, L.P.
N/A
Shares— from 14,768
Change-14,768 (-100%)
Value—
Rothschild Capital Partners, LLC
N/A
Shares— from 14,711
Change-14,711 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 14,650
Change-14,650 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 14,640
Change-14,640 (-100%)
Value—
Tilson Financial Group, Inc.
N/A
Shares— from 14,611
Change-14,611 (-100%)
Value—
Cassady Wealth & Retirement Planning, LLC
N/A
Shares— from 14,544
Change-14,544 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 14,539
Change-14,539 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 14,461
Change-14,461 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 14,352
Change-14,352 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 14,274
Change-14,274 (-100%)
Value—
Urban Financial Advisory Corp
N/A
Shares— from 14,233
Change-14,233 (-100%)
Value—
Cape ANN Savings Bank
N/A
Shares— from 14,216
Change-14,216 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 14,191
Change-14,191 (-100%)
Value—
JMN Financial LLC
N/A
Shares— from 14,135
Change-14,135 (-100%)
Value—
WFA of San Diego, LLC
N/A
Shares— from 14,067
Change-14,067 (-100%)
Value—
Cura Wealth Advisors, LLC
N/A
Shares— from 14,019
Change-14,019 (-100%)
Value—
Boston Research & Management Inc
N/A
Shares— from 13,964
Change-13,964 (-100%)
Value—
Banco BTG Pactual S.A.
N/A
Shares— from 13,946
Change-13,946 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 13,911
Change-13,911 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 13,669
Change-13,669 (-100%)
Value—
Weik Capital Management
N/A
Shares— from 13,625
Change-13,625 (-100%)
Value—
Planning Project LLC
N/A
Shares— from 13,605
Change-13,605 (-100%)
Value—
Wealthspan Partners, LLC
N/A
Shares— from 13,522
Change-13,522 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 13,451
Change-13,451 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 13,415
Change-13,415 (-100%)
Value—
Summit Wealth & Retirement Planning, Inc.
N/A
Shares— from 13,391
Change-13,391 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 13,370
Change-13,370 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 13,364
Change-13,364 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 13,268
Change-13,268 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 13,222
Change-13,222 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 13,194
Change-13,194 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 13,072
Change-13,072 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 13,000
Change-13,000 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 12,897
Change-12,897 (-100%)
Value—
Maxele Advisors, LLC
N/A
Shares— from 12,865
Change-12,865 (-100%)
Value—
Kirtland Hills Capital Management, LLC
N/A
Shares— from 12,795
Change-12,795 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 12,695
Change-12,695 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 12,675
Change-12,675 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 12,381
Change-12,381 (-100%)
Value—
Perspective Wealth Advisors LLC
N/A
Shares— from 12,316
Change-12,316 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 12,116
Change-12,116 (-100%)
Value—
White Pine Capital LLC
N/A
Shares— from 12,084
Change-12,084 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 12,040
Change-12,040 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 12,037
Change-12,037 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 12,036
Change-12,036 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 11,999
Change-11,999 (-100%)
Value—
Galilei Investment Office LLP
N/A
Shares— from 11,825
Change-11,825 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 11,778
Change-11,778 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 11,775
Change-11,775 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 11,696
Change-11,696 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 11,648
Change-11,648 (-100%)
Value—
Gross & Hartman Investments LLC
N/A
Shares— from 11,543
Change-11,543 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 11,417
Change-11,417 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 11,384
Change-11,384 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 11,348
Change-11,348 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 11,312
Change-11,312 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 11,288
Change-11,288 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 11,167
Change-11,167 (-100%)
Value—
Legacy PCG, LLC
N/A
Shares— from 11,006
Change-11,006 (-100%)
Value—
Next Capital Management LLC
N/A
Shares— from 10,919
Change-10,919 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 10,899
Change-10,899 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 10,895
Change-10,895 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 10,876
Change-10,876 (-100%)
Value—
Gambit Capital Management, LLC
N/A
Shares— from 10,772
Change-10,772 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 10,738
Change-10,738 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 10,725
Change-10,725 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 10,680
Change-10,680 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 10,591
Change-10,591 (-100%)
Value—
Note Advisors, LLC
N/A
Shares— from 10,571
Change-10,571 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 10,548
Change-10,548 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 10,525
Change-10,525 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 10,434
Change-10,434 (-100%)
Value—
Black Cypress Capital Management, LLC
N/A
Shares— from 10,242
Change-10,242 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 10,155
Change-10,155 (-100%)
Value—
Systematic Alpha Investments, LLC
N/A
Shares— from 10,115
Change-10,115 (-100%)
Value—
Ariel Investments, LLC
N/A
Shares— from 10,065
Change-10,065 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 10,060
Change-10,060 (-100%)
Value—
Athena Investment Management
N/A
Shares— from 9,874
Change-9,874 (-100%)
Value—
Balanced Rock Investment Advisors LLC
N/A
Shares— from 9,807
Change-9,807 (-100%)
Value—
HTG Investment Advisors, Inc.
N/A
Shares— from 9,781
Change-9,781 (-100%)
Value—
Pitti Group Wealth Management, LLC
N/A
Shares— from 9,747
Change-9,747 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 9,710
Change-9,710 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 9,706
Change-9,706 (-100%)
Value—
Motco
N/A
Shares— from 9,626
Change-9,626 (-100%)
Value—
Larch Capital Partners LLC
N/A
Shares— from 9,604
Change-9,604 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 9,532
Change-9,532 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 9,310
Change-9,310 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 9,081
Change-9,081 (-100%)
Value—
State Street Corp
N/A
Shares— from 8,995
Change-8,995 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 8,991
Change-8,991 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 8,984
Change-8,984 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 8,955
Change-8,955 (-100%)
Value—
Sonoma Private Wealth LLC
N/A
Shares— from 8,912
Change-8,912 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 8,900
Change-8,900 (-100%)
Value—
Bank of Marin
N/A
Shares— from 8,845
Change-8,845 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 8,801
Change-8,801 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 8,796
Change-8,796 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 8,774
Change-8,774 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 8,740
Change-8,740 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 8,700
Change-8,700 (-100%)
Value—
Planning Directions Inc
N/A
Shares— from 8,673
Change-8,673 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 8,649
Change-8,649 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 8,603
Change-8,603 (-100%)
Value—
Select Asset Management & Trust
N/A
Shares— from 8,600
Change-8,600 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 8,592
Change-8,592 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 8,579
Change-8,579 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 8,548
Change-8,548 (-100%)
Value—
Vawter Financial, Ltd.
N/A
Shares— from 8,519
Change-8,519 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 8,493
Change-8,493 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 8,461
Change-8,461 (-100%)
Value—
BWM Planning, LLC
N/A
Shares— from 8,303
Change-8,303 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 8,294
Change-8,294 (-100%)
Value—
Orleans Capital Management Corp
N/A
Shares— from 8,267
Change-8,267 (-100%)
Value—
Wallace Advisory Group, LLC
N/A
Shares— from 8,083
Change-8,083 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 8,051
Change-8,051 (-100%)
Value—
Partners Capital Investment Group, LLP
N/A
Shares— from 8,026
Change-8,026 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 8,020
Change-8,020 (-100%)
Value—
Fi3 Financial Advisors, LLC
N/A
Shares— from 8,017
Change-8,017 (-100%)
Value—
Ketron Financial
N/A
Shares— from 7,998
Change-7,998 (-100%)
Value—
Clarendon Private LLC
N/A
Shares— from 7,781
Change-7,781 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 7,770
Change-7,770 (-100%)
Value—
East Coast Asset Management, Llc.
N/A
Shares— from 7,734
Change-7,734 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 7,714
Change-7,714 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 7,533
Change-7,533 (-100%)
Value—
Financial Alternatives, Inc
N/A
Shares— from 7,492
Change-7,492 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 7,395
Change-7,395 (-100%)
Value—
Hamilton Wealth, LLC
N/A
Shares— from 7,321
Change-7,321 (-100%)
Value—
Twin City Private Wealth, LLC
N/A
Shares— from 7,246
Change-7,246 (-100%)
Value—
EWA, LLC
N/A
Shares— from 7,242
Change-7,242 (-100%)
Value—
Geometric Wealth Advisors
N/A
Shares— from 7,224
Change-7,224 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 7,134
Change-7,134 (-100%)
Value—
Cedarwood Wealth LLC
N/A
Shares— from 7,074
Change-7,074 (-100%)
Value—
Private Capital Management, LLC
N/A
Shares— from 7,060
Change-7,060 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 6,914
Change-6,914 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 6,884
Change-6,884 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 6,866
Change-6,866 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 6,856
Change-6,856 (-100%)
Value—
Safe Harbor Family Capital, LLC
N/A
Shares— from 6,671
Change-6,671 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 6,666
Change-6,666 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 6,554
Change-6,554 (-100%)
Value—
Libra Wealth LLC
N/A
Shares— from 6,539
Change-6,539 (-100%)
Value—
Teachers Insurance & Annuity Association of America
N/A
Shares— from 6,426
Change-6,426 (-100%)
Value—
Laffer Tengler Investments, Inc.
N/A
Shares— from 6,397
Change-6,397 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 6,329
Change-6,329 (-100%)
Value—
Resources Management Corp
N/A
Shares— from 6,320
Change-6,320 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 6,309
Change-6,309 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 6,271
Change-6,271 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 6,270
Change-6,270 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 6,248
Change-6,248 (-100%)
Value—
Broadleaf Partners, LLC
N/A
Shares— from 6,131
Change-6,131 (-100%)
Value—
Goepper Burkhardt LLC
N/A
Shares— from 6,063
Change-6,063 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 6,057
Change-6,057 (-100%)
Value—
Potomac Fund Management Inc
N/A
Shares— from 5,982
Change-5,982 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 5,970
Change-5,970 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 5,969
Change-5,969 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 5,909
Change-5,909 (-100%)
Value—
Ruedi Wealth Management, Inc.
N/A
Shares— from 5,904
Change-5,904 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 5,891
Change-5,891 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 5,891
Change-5,891 (-100%)
Value—
Riverview Capital Advisers, LLC
N/A
Shares— from 5,853
Change-5,853 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 5,851
Change-5,851 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 5,835
Change-5,835 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 5,795
Change-5,795 (-100%)
Value—
Robinhood Asset Management, LLC
N/A
Shares— from 5,770
Change-5,770 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 5,730
Change-5,730 (-100%)
Value—
Forum Private Client Group LLC
N/A
Shares— from 5,534
Change-5,534 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 5,484
Change-5,484 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 5,468
Change-5,468 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 5,462
Change-5,462 (-100%)
Value—
Common Fund for Nonprofit Organizations
N/A
Shares— from 5,437
Change-5,437 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 5,387
Change-5,387 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 5,371
Change-5,371 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 5,367
Change-5,367 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 5,354
Change-5,354 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 5,336
Change-5,336 (-100%)
Value—
Olde Wealth Management, LLC
N/A
Shares— from 5,320
Change-5,320 (-100%)
Value—
Bellwether Advisors, LLC
N/A
Shares— from 5,283
Change-5,283 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 5,271
Change-5,271 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 5,202
Change-5,202 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 5,155
Change-5,155 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 5,085
Change-5,085 (-100%)
Value—
Team Hewins, LLC
N/A
Shares— from 5,067
Change-5,067 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 5,024
Change-5,024 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 5,018
Change-5,018 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 4,986
Change-4,986 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 4,914
Change-4,914 (-100%)
Value—
Northstar Asset Management Inc
N/A
Shares— from 4,912
Change-4,912 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 4,900
Change-4,900 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 4,877
Change-4,877 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 4,858
Change-4,858 (-100%)
Value—
KilterHowling LLC
N/A
Shares— from 4,850
Change-4,850 (-100%)
Value—
WJ Financial Advisors LLC
N/A
Shares— from 4,804
Change-4,804 (-100%)
Value—
EQ LLC
N/A
Shares— from 4,736
Change-4,736 (-100%)
Value—
Vickerman Investment Advisors, Inc.
N/A
Shares— from 4,733
Change-4,733 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 4,709
Change-4,709 (-100%)
Value—
Brave Asset Management Inc
N/A
Shares— from 4,709
Change-4,709 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 4,648
Change-4,648 (-100%)
Value—
Chico Wealth RIA
N/A
Shares— from 4,646
Change-4,646 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 4,612
Change-4,612 (-100%)
Value—
BCS Private Wealth Management, Inc.
N/A
Shares— from 4,574
Change-4,574 (-100%)
Value—
Millington Financial Advisors, LLC
N/A
Shares— from 4,563
Change-4,563 (-100%)
Value—
Benningfield Financial Advisors, LLC
N/A
Shares— from 4,549
Change-4,549 (-100%)
Value—
Caerus Investment Advisors, LLC
N/A
Shares— from 4,540
Change-4,540 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 4,527
Change-4,527 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 4,503
Change-4,503 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 4,474
Change-4,474 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 4,457
Change-4,457 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 4,419
Change-4,419 (-100%)
Value—
FMB Wealth Management
N/A
Shares— from 4,396
Change-4,396 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 4,348
Change-4,348 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 4,344
Change-4,344 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 4,300
Change-4,300 (-100%)
Value—
Stillwater Private Wealth, LLC
N/A
Shares— from 4,257
Change-4,257 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 4,249
Change-4,249 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 4,241
Change-4,241 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 4,219
Change-4,219 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 4,181
Change-4,181 (-100%)
Value—
Fund Advisors of America Inc
N/A
Shares— from 4,168
Change-4,168 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 4,162
Change-4,162 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 4,088
Change-4,088 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 3,976
Change-3,976 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 3,973
Change-3,973 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 3,972
Change-3,972 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 3,924
Change-3,924 (-100%)
Value—
Trustco Bank Corp N Y
N/A
Shares— from 3,892
Change-3,892 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 3,877
Change-3,877 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 3,872
Change-3,872 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 3,831
Change-3,831 (-100%)
Value—
Capasso Planning Partners LLC
N/A
Shares— from 3,798
Change-3,798 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 3,796
Change-3,796 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 3,794
Change-3,794 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 3,744
Change-3,744 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 3,734
Change-3,734 (-100%)
Value—
Warner Group LLC
N/A
Shares— from 3,690
Change-3,690 (-100%)
Value—
Star Financial Bank
N/A
Shares— from 3,659
Change-3,659 (-100%)
Value—
Capital Asset Managemnet, LLC
N/A
Shares— from 3,626
Change-3,626 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 3,600
Change-3,600 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 3,593
Change-3,593 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 3,561
Change-3,561 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 3,555
Change-3,555 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 3,511
Change-3,511 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 3,485
Change-3,485 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 3,422
Change-3,422 (-100%)
Value—
Freedom Investment Management, Inc.
N/A
Shares— from 3,393
Change-3,393 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 3,379
Change-3,379 (-100%)
Value—
Exit Wealth Advisors, Llc.
N/A
Shares— from 3,376
Change-3,376 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 3,289
Change-3,289 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 3,052
Change-3,052 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 3,051
Change-3,051 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 3,020
Change-3,020 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 2,906
Change-2,906 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 2,759
Change-2,759 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 2,667
Change-2,667 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 2,609
Change-2,609 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 2,606
Change-2,606 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 2,471
Change-2,471 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 2,454
Change-2,454 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 2,428
Change-2,428 (-100%)
Value—
Tacita Capital Inc
N/A
Shares— from 2,402
Change-2,402 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 2,334
Change-2,334 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 2,022
Change-2,022 (-100%)
Value—
Swisher Financial Concepts, Inc.
N/A
Shares— from 1,924
Change-1,924 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 1,912
Change-1,912 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 1,856
Change-1,856 (-100%)
Value—
Bitterroot Capital Advisors LLC
N/A
Shares— from 1,845
Change-1,845 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 1,828
Change-1,828 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 1,787
Change-1,787 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 1,767
Change-1,767 (-100%)
Value—
CNB Bank
N/A
Shares— from 1,705
Change-1,705 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 1,688
Change-1,688 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 1,662
Change-1,662 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 1,584
Change-1,584 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 1,568
Change-1,568 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Outlook Capital Management, LLC
N/A
Shares— from 1,498
Change-1,498 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 1,435
Change-1,435 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 1,344
Change-1,344 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 1,289
Change-1,289 (-100%)
Value—
Rogco, LP
N/A
Shares— from 1,181
Change-1,181 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 1,155
Change-1,155 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 1,111
Change-1,111 (-100%)
Value—
Timmons Wealth Management, LLC
N/A
Shares— from 1,032
Change-1,032 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 932
Change-932 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 875
Change-875 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 785
Change-785 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 684
Change-684 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 676
Change-676 (-100%)
Value—
Toews Corp
N/A
Shares— from 644
Change-644 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 644
Change-644 (-100%)
Value—
State Farm Mutual Automobile Insurance Co
N/A
Shares— from 642
Change-642 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 618
Change-618 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 617
Change-617 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 616
Change-616 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 590
Change-590 (-100%)
Value—
Valor Advisors LLC
N/A
Shares— from 589
Change-589 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 575
Change-575 (-100%)
Value—
Protective Life Corp
N/A
Shares— from 569
Change-569 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 544
Change-544 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 543
Change-543 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 542
Change-542 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 528
Change-528 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 525
Change-525 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 490
Change-490 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 466
Change-466 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 452
Change-452 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 450
Change-450 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 447
Change-447 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 427
Change-427 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 412
Change-412 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 403
Change-403 (-100%)
Value—
Morgan Dempsey Capital Management LLC
N/A
Shares— from 396
Change-396 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 298
Change-298 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 298
Change-298 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 258
Change-258 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 239
Change-239 (-100%)
Value—
S&T Bank
N/A
Shares— from 230
Change-230 (-100%)
Value—
Lummis Asset Management, LP
N/A
Shares— from 217
Change-217 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 213
Change-213 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 205
Change-205 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 196
Change-196 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 195
Change-195 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 195
Change-195 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 194
Change-194 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 194
Change-194 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 163
Change-163 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 151
Change-151 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 116
Change-116 (-100%)
Value—
Broadwater Capital Management LLC
N/A
Shares— from 112
Change-112 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 103
Change-103 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 103
Change-103 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 84
Change-84 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 77
Change-77 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 75
Change-75 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 58
Change-58 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 45
Change-45 (-100%)
Value—
EFG International AG
N/A
Shares— from 43
Change-43 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 43
Change-43 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 42
Change-42 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 21
Change-21 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 14
Change-14 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 8
Change-8 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 0
Change0
Value—
Status
Creative Planning
DECREASED17,760,14917,840,334-80,1850%$1.1B$1.1B-$11.5M2026-11-02
WealthNavi Inc.
INCREASED17,717,78916,623,315+1,094,474+7%$992.2M$1.1M-$991.2M2026-10-27
LPL Financial LLC
DECREASED16,780,68416,888,649-107,965-1%$1.0B$995.3M-$12.8M2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED15,967,79214,600,410+1,367,382+9%$868.1M$936.9M+$68.8M2026-10-13
Bank of New York Mellon Corp
DECREASED11,220,20911,294,205-73,996-1%$674.2M$665.5M-$8.7M2026-11-05
PNC Financial Services Group, Inc.
INCREASED10,667,74810,476,666+191,082+2%$625.4M$632.7M+$7.4M2026-11-06
Millburn Ridgefield LLC
INCREASED7,413,3527,055,219+358,133+5%$421.1M$439.7M+$18.6M2026-11-06
Catalyst Capital Advisors LLC
INCREASED7,413,3527,055,219+358,133+5%$421.1M$439.7M+$18.6M2026-11-02
Nicholas Hoffman & Company, Llc.
INCREASED6,702,9306,665,501+37,429+1%$397.9M$397.6M-$313.0K2026-10-30
US Bancorp \de\
INCREASED6,360,7326,358,797+1,935+0%$379.6M$377.3M-$2.3M2026-11-05
Regions Financial Corp
INCREASED6,276,9806,156,984+119,996+2%$367.5M$372.3M+$4.8M2026-11-05
Commonwealth Equity Services, LLC
DECREASED5,810,8975,908,901-98,004-2%$352.7M$344.6M-$8.1M2026-11-02
Signaturefd, LLC
INCREASED5,278,7494,836,001+442,748+9%$288.7M$313.1M+$24.4M2026-10-23
Facet Wealth, Inc.
INCREASED5,045,3014,214,912+830,389+20%$251.6M$299.2M+$47.6M2026-11-04
Valmark Advisers, Inc.
INCREASED4,715,2774,626,634+88,643+2%$276.2M$279.7M+$3.5M2026-11-06
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED4,480,4304,224,614+255,816+6%$252.2M$265.7M+$13.6M2026-10-14
Wedmont Private Capital
INCREASED3,851,8593,571,670+280,189+8%$213.9M$227.6M+$13.7M2026-10-09
Bokf, NA
DECREASED3,393,1233,409,622-16,4990%$203.5M$201.2M-$2.3M2026-10-27
Choreo, LLC
DECREASED3,048,9003,059,881-10,9810%$182.6M$180.8M-$1.8M2026-10-28
BLB&B Advisors, LLC
INCREASED2,897,3272,807,353+89,974+3%$167.6M$171.8M+$4.3M2026-10-27
Fifth Third Bancorp
DECREASED2,887,7082,934,142-46,434-2%$175.1M$171.3M-$3.9M2026-11-05
Johnson Financial Group, LLC
INCREASED2,693,3462,337,550+355,796+15%$139.5M$159.7M+$20.2M2026-11-03
Badgley Phelps Wealth Managers, LLC
INCREASED2,586,0112,538,203+47,808+2%$151.5M$153.4M+$1.9M2026-10-22
Keybank National Association
DECREASED2,509,3582,648,421-139,063-5%$158.1M$148.8M-$9.3M2026-11-04
TD Waterhouse Canada Inc.
INCREASED2,489,1522,350,597+138,555+6%$139.3M$146.8M+$7.5M2026-10-16
Sofi Wealth, LLC
DECREASED2,201,1482,623,074-421,926-16%$156.6M$130.6M-$26.0M2026-10-27
Vantagepoint Investment Advisers LLC
DECREASED2,175,9822,781,483-605,501-22%$166.0M$129.1M-$37.0M2026-10-26
Fusion Family Wealth, LLC
INCREASED2,130,9031,996,345+134,558+7%$119.2M$126.4M+$7.2M2026-11-02
D.A. Davidson & Co.
INCREASED2,057,1681,981,139+76,029+4%$118.3M$122.0M+$3.8M2026-10-28
Apella Capital, LLC
DECREASED2,002,8112,010,728-7,9170%$118.4M$119.9M+$1.5M2026-10-08
Steele Capital Management, Inc.
INCREASED1,981,4011,972,443+8,958+0%$117.7M$117.5M-$218.2K2026-11-02
Willis Johnson Wealth, Inc.
INCREASED1,914,0281,863,216+50,812+3%$111.2M$113.5M+$2.3M2026-11-03
Citigroup Inc
DECREASED1,801,1601,831,710-30,550-2%$109.3M$106.8M-$2.5M2026-11-04
Cambridge Investment Research Advisors, Inc.
INCREASED1,779,5381,127,499+652,039+58%$67.3M$105.5K-$67.2M2026-11-02
Mather Group, Llc.
INCREASED1,746,6741,733,161+13,513+1%$103.5M$103.6M+$142.9K2026-10-14
Country Trust Bank
DECREASED1,729,2481,801,963-72,715-4%$107.6M$102.6M-$5.0M2026-10-30
Truist Financial Corp
DECREASED1,727,3371,742,815-15,478-1%$104.0M$102.4M-$1.6M2026-10-30
Assetmark, Inc
INCREASED1,597,9441,585,390+12,554+1%$94.6M$94.8M+$142.1K2026-10-21
Modera Wealth Management, LLC
DECREASED1,597,7941,616,141-18,347-1%$96.5M$94.8M-$1.7M2026-10-28
Farmers & Merchants Investments Inc
INCREASED1,336,5681,326,765+9,803+1%$79.2M$79.3M+$77.2K2026-10-22
GenTrust, LLC
INCREASED1,331,5621,177,223+154,339+13%$70.3M$79.0M+$8.7M2026-11-06
Sage Financial Group Inc
DECREASED1,301,7581,306,682-4,9240%$78.0M$77.2M-$788.5K2026-10-27
Earned Wealth Advisors, LLC
INCREASED1,213,3621,159,646+53,716+5%$69.2M$72.0M+$2.7M2026-11-06
Clark Asset Management, LLC
INCREASED1,194,2871,124,283+70,004+6%$67.1M$70.8M+$3.7M2026-10-19
Vise Technologies, Inc.
INCREASED1,179,3051,000,292+179,013+18%$59.7M$69.9M+$10.2M2026-10-29
Strid Group, LLC
INCREASED1,158,1501,137,468+20,682+2%$67.9M$68.7M+$796.6K2026-10-28
Savant Capital, LLC
DECREASED1,151,4401,185,286-33,846-3%$68.3M$68.3M-$22.6K2026-11-06
Analyst IMS Investment Management Services Ltd.
DECREASED1,139,5251,139,643-1180%$68.0M$67.6K-$68.0M2026-11-05
Concurrent Investment Advisors, LLC
INCREASED1,108,6271,092,938+15,689+1%$65.2M$65.8M+$515.2K2026-10-16
PDS Planning, Inc
INCREASED1,090,8071,068,327+22,480+2%$63.8M$64.7M+$927.3K2026-11-03
Kestra Advisory Services, LLC
INCREASED1,030,545837,164+193,381+23%$50.0M$61.1M+$11.2M2026-11-02
Davenport & Co LLC
INCREASED1,025,897884,056+141,841+16%$52.8M$60.8M+$8.1M2026-10-14
Klingman & Associates, LLC
DECREASED982,750984,338-1,5880%$58.8M$58.3M-$468.2K2026-10-20
Allen Investment Management, LLC
INCREASED968,261885,250+83,011+9%$52.8M$57.4M+$4.6M2026-11-03
Patriot Investment Management Group, Inc.
INCREASED945,343935,099+10,244+1%$55.8M$56.1M+$252.3K2026-10-15
Rakuten Investment Management, Inc.
INCREASED944,836911,706+33,130+4%$54.0M$56.3M+$2.4M2026-10-30
Allworth Financial LP
INCREASED902,473708,994+193,479+27%$42.3M$53.9M+$11.5M2026-11-06
Sigma Investment Counselors Inc
INCREASED850,586812,502+38,084+5%$48.5M$50.4M+$2.0M2026-10-27
Old National Bancorp
INCREASED823,629711,781+111,848+16%$42.5M$48.8M+$6.4M2026-10-20
Diversify Advisory Services, LLC
INCREASED815,894749,936+65,958+9%$43.7M$48.0M+$4.3M2026-10-20
Diversify Wealth Management, LLC
INCREASED815,894749,936+65,958+9%$43.7M$48.0M+$4.3M2026-10-20
Cullen T Bankers, Inc.
DECREASED811,398833,272-21,874-3%$49.7M$48.1M-$1.6M2026-10-28
Lido Advisors, LLC
INCREASED787,345548,839+238,506+43%$32.8M$46.7M+$13.9M2026-11-04
Compound Planning, Inc.
INCREASED773,400752,006+21,394+3%$44.9M$45.9M+$983.1K2026-11-05
Matrix Trust Co
DECREASED755,238756,063-8250%$45.1K$44.8K-$3362026-10-07
Acropolis Investment Management, LLC
DECREASED752,9641,015,754-262,790-26%$60.6M$44.7M-$16.0M2026-10-08
Vontobel Holding Ltd.
DECREASED751,907777,807-25,900-3%$46.4M$44.6M-$1.8M2026-10-16
Presilium Private Wealth, LLC
INCREASED750,459700,470+49,989+7%$41.8M$44.5M+$2.7M2026-10-26
TSG Advice Partners, LLC
NEW730,225—+730,225——$43.6M—2026-10-29
Capital Asset Advisory Services LLC
INCREASED713,315697,980+15,335+2%$41.7M$40.6M-$1.1M2026-10-30
Rebalance, LLC
INCREASED706,562699,190+7,372+1%$41.7M$41.9M+$171.5K2026-10-22
FSM Wealth Advisors, LLC
INCREASED701,677642,882+58,795+9%$38.4M$41.5M+$3.1M2026-10-27
Brandywine OAK Private Wealth LLC
DECREASED689,634692,546-2,9120%$41.3M$40.9M-$435.7K2026-10-23
Farther Finance Advisors, LLC
INCREASED680,585654,631+25,954+4%$39.1M$40.4M+$1.3M2026-10-08
OpenArc Corporate Advisory, LLC
INCREASED680,064679,916+148+0%$40.6M$40.3M-$249.6K2026-10-21
Vision Capital Management, Inc.
INCREASED666,450646,823+19,627+3%$38.6M$39.5M+$918.3K2026-10-20
Baker Avenue Asset Management, LP
DECREASED662,663668,253-5,590-1%$39.9M$39.3M-$585.5K2026-11-06
Sepio Capital, LP
INCREASED659,549649,410+10,139+2%$38.8M$39.1M+$354.6K2026-10-22
Kathmere Capital Management, LLC
INCREASED616,495564,046+52,449+9%$33.7M$36.6M+$2.9M2026-10-20
AlphaCore Capital LLC
DECREASED611,954641,497-29,543-5%$38.3M$36.3M-$2.0M2026-11-04
Focused Wealth Management, Inc
INCREASED608,587590,250+18,337+3%$35.2M$36.1M+$863.3K2026-10-30
Center for Financial Planning, Inc.
INCREASED604,383592,187+12,196+2%$35.3M$35.8M+$498.3K2026-10-26
Hudock, Inc.
INCREASED603,799602,481+1,318+0%$36.0M$35.8M-$150.8K2026-10-14
Valeo Financial Advisors, LLC
DECREASED601,589627,523-25,934-4%$37.5M$35.7M-$1.8M2026-10-08
Moody National Bank Trust Division
INCREASED595,152548,916+46,236+8%$32.8M$35.3M+$2.5M2026-10-06
BIP Wealth, LLC
INCREASED586,400568,711+17,689+3%$33.9M$34.8M+$833.0K2026-10-22
Staley Capital Advisers Inc
INCREASED579,155573,135+6,020+1%$34.2M$34.3M+$139.3K2026-11-06
Atria Investments, Inc
INCREASED569,124567,695+1,429+0%$33.9M$33.8M-$131.0K2026-10-15
Tanager Wealth Management LLP
INCREASED568,095538,659+29,436+5%$32.2M$33.7M+$1.5M2026-10-19
WoodTrust Financial Corp
INCREASED557,800556,067+1,733+0%$33.2M$33.1K-$33.2M2026-10-09
Brookstone Capital Management
INCREASED552,411534,422+17,989+3%$31.9M$32.8M+$863.8K2026-10-22
Alps Advisors Inc
DECREASED547,461562,686-15,225-3%$33.6M$32.5M-$1.1M2026-11-03
Garde Capital, Inc.
INCREASED546,939535,023+11,916+2%$31.9M$32.4M+$503.4K2026-10-29
Kwmg, LLC
INCREASED545,164519,852+25,312+5%$31.0M$32.3M+$1.3M2026-10-07
Arbor Investment Advisors, LLC
INCREASED542,802501,227+41,575+8%$29.9M$32.2M+$2.3M2026-10-26
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED534,145323,727+210,418+65%$19.3M$31.7M+$12.4M2026-10-20
Hanson & Doremus Investment Management
INCREASED525,635505,810+19,825+4%$30.2M$31.2K-$30.2M2026-10-16
Procyon Advisors, LLC
INCREASED516,929507,757+9,172+2%$30.3M$30.7M+$351.0K2026-10-21
Auto-Owners Insurance Co
DECREASED505,2161,310,716-805,500-61%$78.2M$30.0M-$48.3M2026-10-15
Mutual of America Capital Management LLC
DECREASED502,570507,672-5,102-1%$30.3M$29.8M-$495.5K2026-10-23
Globalt Investments LLC / GA
DECREASED484,887495,238-10,351-2%$29.6M$28.8M-$802.1K2026-10-27
GFS Advisors, LLC
INCREASED481,509467,147+14,362+3%$196.1K$28.6M+$28.4M2026-11-03
UMB Bank, n.a.
DECREASED475,708507,725-32,017-6%$30.3M$28.2M-$2.1M2026-11-06
Legacy Private Trust Co.
INCREASED463,723463,013+710+0%$27.6M$27.5M-$133.8K2026-10-06
Kestra Private Wealth Services, LLC
INCREASED463,469411,322+52,147+13%$24.6M$27.5M+$2.9M2026-11-06
AdvisorNet Financial, Inc
INCREASED463,413438,347+25,066+6%$26.2M$27.3M+$1.1M2026-10-15
Citizens Financial Group Inc
INCREASED458,576390,325+68,251+17%$23.3M$27.2M+$3.9M2026-10-23
Signal Advisors Wealth, LLC
INCREASED444,696433,722+10,974+3%$25.9M$26.4M+$486.0K2026-10-13
Kopp Family Office, LLC
INCREASED444,624224,815+219,809+98%$13.4M$13.5M+$54.9K2026-10-21
Warwick Investment Management, Inc.
INCREASED442,385211,535+230,850+109%$12.6M$26.2M+$13.6M2026-10-19
Jordan Park Group LLC
DECREASED441,482463,876-22,394-5%$27.7M$26.2M-$1.5M2026-11-06
First Bank & Trust
UNCHANGED430,933430,93300%$25.7M$25.6M-$163.8K2026-10-19
Van Cleef Asset Management,Inc
DECREASED430,547431,534-9870%$25.8M$25.5M-$222.6K2026-10-20
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED415,468395,627+19,841+5%$23.6M$24.6M+$1.0M2026-10-14
Aspen Wealth Management LLC
INCREASED413,000374,483+38,517+10%$22.4M$24.5M+$2.1M2026-10-14
EverSource Wealth Advisors, LLC
DECREASED409,751414,758-5,007-1%$24.8M$24.3M-$454.6K2026-11-04
Deutsche Bank Ag\
INCREASED409,348408,799+549+0%$24.4M$24.3M-$122.8K2026-11-06
Beacon Investment Advisory Services, Inc.
INCREASED407,290372,181+35,109+9%$22.2M$24.2M+$1.9M2026-10-13
Foster Group, Inc.
INCREASED403,075377,917+25,158+7%$22.6M$23.9M+$1.3M2026-10-13
Arvest Investments, Inc.
INCREASED399,855383,621+16,234+4%$22.9M$23.7M+$817.1K2026-10-21
Brooklyn FI, LLC
INCREASED395,327358,719+36,608+10%$21.1M$22.2M+$1.2M2026-11-05
Marble Harbor Investment Counsel, LLC
INCREASED394,052389,924+4,128+1%$23.3M$23.4M+$96.7K2026-11-06
AGF Management LTD
INCREASED391,841382,141+9,700+3%$22.8M$23.2M+$430.1K2026-11-03
Simon Quick Advisors, LLC
DECREASED390,043538,936-148,893-28%$32.2M$23.1M-$9.0M2026-10-26
Boston Standard Wealth Management, LLC
INCREASED387,977382,829+5,148+1%$22.7M$23.0M+$265.4K2026-10-07
Nisa Investment Advisors, LLC
UNCHANGED387,500387,50000%$23.1M$23.0M-$147.3K2026-10-20
SilverOak Wealth Management LLC
INCREASED385,808375,224+10,584+3%$22.4M$22.9M+$485.2K2026-10-29
Kohmann Bosshard Financial Services, LLC
INCREASED385,135374,418+10,717+3%$22.3M$22.8M+$493.3K2026-11-04
MacKenzie Financial Corp
INCREASED382,423358,898+23,525+7%$21.4M$22.7M+$1.3M2026-11-02
Bangor Savings Bank
DECREASED378,252410,543-32,291-8%$24.5M$22.4M-$2.1M2026-10-06
Whitcomb & Hess, Inc.
INCREASED374,645368,778+5,867+2%$22.0M$22.2M+$207.9K2026-10-07
Dorval Corp
INCREASED369,727355,634+14,093+4%$21.2M$21.9M+$700.7K2026-10-29
GP Brinson Investments LLC
UNCHANGED369,320369,32000%$22.0M$21.9M-$140.3K2026-10-01
Idaho Trust Co
DECREASED361,847402,658-40,811-10%$24.0M$21.5M-$2.6M2026-11-04
Patton Fund Management, Inc.
DECREASED359,897362,178-2,281-1%$21.6M$21.3M-$272.9K2026-10-13
Colony Family Offices, LLC
DECREASED357,172458,147-100,975-22%$27.3M$21.2M-$6.2M2026-10-22
Human Investing LLC
INCREASED357,128347,177+9,951+3%$20.7M$21.2M+$458.2K2026-10-19
Midwest Trust Co
INCREASED356,897352,764+4,133+1%$21.1M$21.2M+$111.1K2026-10-22
Wilmington Savings Fund Society, FSB
DECREASED353,986370,831-16,845-5%$22.1M$21.0M-$1.1M2026-10-23
Stash Investments, LLC
INCREASED353,974330,293+23,681+7%$19.7M$21.0M+$1.3M2026-10-26
Parallel Advisors, LLC
INCREASED352,813352,547+266+0%$21.0M$20.9M-$118.2K2026-11-03
WealthBridge Investment Counsel Inc.
DECREASED349,750350,860-1,1100%$20.9K$20.7K-$1992026-10-13
Mission Wealth Management, LP
DECREASED345,627379,673-34,046-9%$22.7M$20.5M-$2.2M2026-10-15
Bailard, Inc.
INCREASED344,964325,238+19,726+6%$19.4M$20.5M+$1.0M2026-10-13
Praetorian Wealth Management, Inc.
INCREASED344,221340,814+3,407+1%$20.3M$20.4M+$72.7K2026-10-16
Marotta Asset Management
INCREASED341,384337,606+3,778+1%$20.0M$20.2M+$254.5K2026-10-02
Bear Mountain Capital, Inc.
INCREASED340,675333,463+7,212+2%$19.7M$19.8M+$68.4K2026-11-04
Avior Wealth Management, LLC
INCREASED336,667333,795+2,872+1%$19.9M$20.0M+$43.5K2026-10-13
Focus Financial Network, Inc.
INCREASED333,293327,999+5,294+2%$19.6M$19.8M+$189.4K2026-10-14
Parker Financial LLC
INCREASED332,607321,406+11,201+3%$19.2M$19.7M+$475.4K2026-11-05
Asset Management One Co., Ltd.
INCREASED332,515330,841+1,674+1%$19.7M$19.7M-$26.4K2026-10-27
Cantor Fitzgerald Investment Advisors L.P.
INCREASED331,640328,394+3,246+1%$19.6M$19.7M+$67.7K2026-10-21
Lodestar Private Asset Management LLC
INCREASED330,102317,691+12,411+4%$19.0M$19.6M+$615.4K2026-10-26
Investment Partners, Ltd.
INCREASED327,580160,300+167,280+104%$9.6M$19.4M+$9.9M2026-10-29
Shrier Wealth Management, LLC
DECREASED316,889316,985-960%$18.9M$18.8M-$126.2K2026-10-20
Blankinship & Foster, LLC
DECREASED311,482311,830-3480%$18.6M$18.5M-$139.1K2026-10-19
Petredis Investment Advisors LLC
INCREASED309,904309,371+533+0%$18.5M$18.4M-$85.9K2026-10-20
Oppenheimer & Co Inc
DECREASED305,739310,532-4,793-2%$18.5M$18.1M-$402.3K2026-10-26
Nations Financial Group Inc,
DECREASED305,370305,790-4200%$18.3M$18.1M-$141.1K2026-11-05
Robinswood Financial LLC
DECREASED304,337317,066-12,729-4%$18.9M$17.7M-$1.3M2026-10-20
J.W. Cole Advisors, Inc.
INCREASED302,854292,530+10,324+4%$17.5M$18.0M+$501.1K2026-11-05
Meridian Management Co
DECREASED301,972304,758-2,786-1%$18.2M$17.9M-$281.0K2026-11-06
Jnba Financial Advisors
DECREASED300,454303,085-2,631-1%$18.1M$17.8M-$271.2K2026-11-03
MinichMacGregor Wealth Management, LLC
DECREASED300,422388,350-87,928-23%$23.2M$17.8M-$5.4M2026-10-14
Partners in Financial Planning
DECREASED296,690302,899-6,209-2%$18.1M$17.6M-$483.4K2026-11-06
Thrivent Financial for Lutherans
DECREASED295,943323,092-27,149-8%$19.3M$17.5K-$19.2M2026-11-05
Gleason Group, Inc.
INCREASED291,510290,977+533+0%$17.4M$17.3M-$78.9K2026-10-15
Evolution Advisers, Inc.
INCREASED290,209280,908+9,301+3%$16.8M$17.1M+$327.2K2026-11-06
JFS Wealth Advisors, LLC
INCREASED289,813284,308+5,505+2%$17.0M$17.2M+$218.4K2026-11-03
Rochester Wealth Strategies, LLC
INCREASED289,689282,436+7,253+3%$16.9M$17.2M+$322.9K2026-11-03
Stonehearth Capital Management, LLC
INCREASED288,902287,905+997+0%$17.2M$17.1M-$50.3K2026-10-13
Tectonic Advisors LLC
INCREASED288,576281,539+7,037+3%$16.8M$17.1M+$310.4K2026-10-22
WestHill Financial Advisors, Inc.
INCREASED287,900283,550+4,350+2%$16.9M$17.1M+$150.3K2026-10-14
Midwest Financial Partners Investments, Inc.
INCREASED287,813269,821+17,992+7%$16.1M$17.1M+$964.6K2026-10-08
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED285,928288,101-2,173-1%$17.2M$17.0M-$238.3K2026-10-27
Park Avenue Securities LLC
INCREASED284,544257,279+27,265+11%$15.4M$16.9K-$15.3M2026-10-26
MassMutual Private Wealth & Trust, FSB
DECREASED281,612291,559-9,947-3%$17.4M$16.7M-$700.7K2026-10-05
Keener Financial Planning LLC
INCREASED281,226268,016+13,210+5%$16.0M$16.7M+$682.5K2026-11-06
Wrenne Financial Planning LLC
INCREASED279,742265,063+14,679+6%$15.8M$16.6M+$769.9K2026-10-30
Associated Banc-Corp
DECREASED279,077280,219-1,1420%$16.7M$16.6M-$174.2K2026-10-30
Conrad Siegel Investment Advisors, Inc.
INCREASED278,987260,890+18,097+7%$15.6M$16.5M+$974.2K2026-10-08
Mirae Asset Global Investments Co., Ltd.
DECREASED278,326307,741-29,415-10%$18.4M$16.5M-$1.9M2026-11-03
Barry Investment Advisors, LLC
INCREASED277,757236,886+40,871+17%$14.1M$16.5M+$2.3M2026-10-14
Financial Life Advisors
INCREASED271,002261,862+9,140+3%$15.6M$16.1M+$442.6K2026-10-14
Moller Wealth Partners
INCREASED269,622269,212+410+0%$16.1M$16.0M-$78.0K2026-10-15
Charles Schwab Trust Co
INCREASED267,482252,490+14,992+6%$15.1M$15.9M+$793.2K2026-10-15
Dynamic Advisor Solutions LLC
DECREASED261,919261,973-540%$15.6M$15.5M-$102.8K2026-10-13
RTD Financial Advisors, Inc.
DECREASED261,193262,377-1,1840%$15.7M$15.5M-$170.0K2026-10-09
Kings Path Partners LLC
INCREASED258,750257,588+1,162+0%$15.4M$15.3M-$28.9K2026-10-21
LCW Services, LLC
INCREASED257,783240,516+17,267+7%$14.4M$15.3M+$932.7K2026-10-21
Arcataur Capital Management LLC
DECREASED256,785256,968-1830%$15.3M$15.2M-$108.5K2026-10-21
Tamar Securities, LLC
INCREASED256,260226,885+29,375+13%$13.5M$15.2M+$1.7M2026-11-03
Sarasin & Partners LLP
INCREASED255,446250,863+4,583+2%$15.0M$15.2M+$176.5K2026-10-13
Kendall Capital Management
INCREASED254,923246,028+8,895+4%$14.7M$15.1M+$434.1K2026-10-23
Twele Capital Management, Inc.
INCREASED254,540253,446+1,094+0%$15.1M$15.1M-$31.4K2026-10-13
SigFig Wealth Management, LLC
DECREASED250,698252,981-2,283-1%$15.0M$14.9M-$102.6K2026-10-07
Penobscot Wealth Management
INCREASED248,230236,983+11,247+5%$14.1M$14.7M+$577.0K2026-10-21
Ferguson Wellman Capital Management, Inc
DECREASED247,766251,642-3,876-2%$15.0M$14.7M-$325.5K2026-10-05
SBI Securities Co., Ltd.
INCREASED246,479243,770+2,709+1%$14.6M$14.6M+$68.0K2026-10-22
Magnus Financial Group LLC
INCREASED245,869242,918+2,951+1%$14.5M$14.6M+$82.7K2026-10-21
Fluent Financial, LLC
INCREASED244,445171,441+73,004+43%$10.2M$14.5M+$4.3M2026-10-13
CFS Investment Advisory Services, LLC
INCREASED244,390231,939+12,451+5%$13.7M$14.8M+$1.1M2026-10-19
BAR Harbor Wealth Management
INCREASED243,595242,348+1,247+1%$14.5M$14.4M-$18.1K2026-10-21
Certuity, LLC
INCREASED243,019191,106+51,913+27%$11.4M$14.4M+$3.0M2026-11-02
Frontier Asset Management, LLC
DECREASED242,580245,071-2,491-1%$14.6M$14.4M-$240.9K2026-10-28
Signature Estate & Investment Advisors LLC
INCREASED241,152239,633+1,519+1%$14.3M$14.3M-$1.0K2026-10-13
Brindle & Bay Financial Advisors, LLC
INCREASED239,528195,316+44,212+23%$11.7M$14.2M+$2.5M2026-10-15
Bishop & Co Investment Management, LLC
INCREASED238,210236,869+1,341+1%$14.1M$14.1M-$10.5K2026-11-05
Merit Financial Group, LLC
INCREASED237,572215,425+22,147+10%$12.9M$14.1M+$1.2M2026-11-06
Mesirow Financial Investment Management, Inc.
INCREASED237,354236,093+1,261+1%$14.1M$14.1M-$15.0K2026-11-05
Riversedge Advisors, LLC
DECREASED235,719391,831-156,112-40%$23.4M$14.0M-$9.4M2026-10-09
Define Financial, LLC
INCREASED232,542215,803+16,739+8%$12.9M$13.8M+$910.8K2026-10-14
Coastline Trust Co
DECREASED232,157235,694-3,537-1%$14.1M$13.8M-$299.3K2026-10-01
Larson Financial Group LLC
DECREASED231,820238,737-6,917-3%$14.3M$13.7M-$500.9K2026-11-05
Retirement Financial Solutions, LLC
DECREASED230,622314,873-84,251-27%$18.8M$13.7M-$5.1M2026-10-20
Summit Global Investments
INCREASED230,160209,959+20,201+10%$12.5M$13.7K-$12.5M2026-10-28
Grove Bank & Trust
INCREASED229,334227,564+1,770+1%$13.6M$13.6M+$18.5K2026-10-08
Anderson Hoagland & Co
INCREASED227,701226,105+1,596+1%$13.5M$12.9M-$551.4K2026-10-23
Money Concepts Capital Corp
INCREASED227,426216,777+10,649+5%$12.9M$13.5M+$549.3K2026-11-06
Reap Financial Group, LLC
INCREASED224,726219,799+4,927+2%$13.1M$13.3M+$208.7K2026-11-02
Northeast Investment Management
INCREASED222,570212,960+9,610+5%$12.7M$13.2M+$489.0K2026-10-30
180 Wealth Advisors, LLC
INCREASED220,479217,753+2,726+1%$13.0M$13.1M+$78.9K2026-11-03
Three Bridge Wealth Advisors, LLC
INCREASED220,385214,422+5,963+3%$12.8M$13.1M+$272.2K2026-11-05
IFG Advisors, LLC
DECREASED220,350222,382-2,032-1%$13.3M$13.1M-$205.1K2026-10-15
Arcadia Wealth Management, LLC
DECREASED218,043240,645-22,602-9%$14.4M$12.9M-$1.4M2026-10-22
Old Mission Investment Co LLC
INCREASED217,981217,902+79+0%$13.0M$12.9M-$78.1K2026-10-22
eCIO, Inc.
NEW216,367—+216,367——$13.1M—2026-11-02
Cairn Investment Group, Inc.
DECREASED215,482217,342-1,860-1%$13.0M$12.8K-$13.0M2026-11-04
FF Advisors,LLC
INCREASED215,237212,872+2,365+1%$12.7M$12.8M+$59.4K2026-10-21
Soltis Investment Advisors LLC
INCREASED215,177204,645+10,532+5%$12.2M$12.8M+$546.8K2026-10-28
Affiance Financial, LLC
INCREASED213,762212,407+1,355+1%$12.7M$12.7M-$3352026-10-15
Roberts Wealth Advisors, LLC
INCREASED210,902209,105+1,797+1%$12.5M$12.5M+$27.1K2026-10-14
VCI Wealth Management LLC
INCREASED209,935200,329+9,606+5%$12.0M$12.5M+$493.7K2026-10-29
Hurlow Wealth Management Group, Inc.
INCREASED208,764208,177+587+0%$12.4M$12.4M-$44.3K2026-10-29
Serenity Investment Advisors
DECREASED207,320208,575-1,255-1%$12.5M$12.3M-$222.6K2026-10-30
Tarbox Family Office, Inc.
DECREASED206,443206,982-5390%$12.4M$12.2M-$110.6K2026-10-23
MGO One Seven LLC
DECREASED206,089211,752-5,663-3%$12.6M$12.2M-$416.3K2026-10-28
Central Trust Co
DECREASED205,552211,512-5,960-3%$12.6M$12.2M-$433.9K2026-11-05
Private Client Services, LLC
DECREASED205,012205,611-5990%$12.3M$12.2M-$113.7K2026-10-02
CoreCap Advisors, LLC
INCREASED203,475194,896+8,579+4%$11.6M$12.1M+$434.8K2026-10-08
Fairway Wealth LLC
INCREASED203,054174,419+28,635+16%$10.4M$12.0M+$1.6M2026-10-30
Watershed Private Wealth LLC
INCREASED201,723177,470+24,253+14%$10.6M$12.0M+$1.4M2026-10-30
Everhart Financial Group, Inc.
DECREASED201,314210,158-8,844-4%$12.5M$11.9M-$604.4K2026-10-08
St. Louis Trust Co
INCREASED198,578197,689+889+0%$10.0M$11.8M+$1.7M2026-11-03
Brown Wealth Management, LLC
INCREASED197,179191,994+5,185+3%$11.5M$11.7M+$234.6K2026-10-20
Freedom Financial Partners LLC
INCREASED196,932188,385+8,547+5%$11.2M$11.7M+$435.3K2026-10-19
Creative Financial Designs Inc
INCREASED196,715187,174+9,541+5%$11.2M$11.7M+$494.7K2026-11-04
Ariston Services Group
INCREASED196,465196,446+19+0%$11.7M$11.7M-$73.5K2026-10-16
Cypress Financial Planning LLC
INCREASED195,168194,151+1,017+1%$11.6M$11.6M-$13.5K2026-10-09
Fifth Third Wealth Advisors LLC
DECREASED194,977194,987-100%$11.6M$11.6M-$74.7K2026-10-22
Ashton Thomas Private Wealth, LLC
INCREASED194,784180,176+14,608+8%$10.8M$11.6M+$797.9K2026-11-03
Cordoba Advisory Partners LLC
INCREASED194,622187,121+7,501+4%$11.2M$11.5M+$373.8K2026-10-19
Cambridge Advisors Inc.
INCREASED194,552193,518+1,034+1%$11.6M$11.5M-$12.2K2026-10-19
Allspring Global Investments Holdings, LLC
DECREASED191,386204,062-12,676-6%$12.1M$11.3M-$787.0K2026-11-04
Sterling Wealth Management, Inc.
DECREASED191,192191,948-7560%$11.5M$11.3M-$117.8K2026-10-23
Pachira Investments Inc.
INCREASED189,104162,264+26,840+17%$9.7M$11.2M+$1.5M2026-10-14
Myecfo, LLC
INCREASED187,703182,620+5,083+3%$10.9M$11.1M+$232.1K2026-10-14
Thrive Capital Management, LLC
DECREASED184,469207,936-23,467-11%$12.4M$10.9M-$1.5M2026-10-28
VestGen Advisors, LLC
DECREASED184,196210,390-26,194-12%$12.6M$10.9M-$1.6M2026-10-27
Wesbanco Bank Inc
DECREASED183,819255,838-72,019-28%$15.3M$10.9M-$4.4M2026-11-04
Legacies Wealth LLC
INCREASED183,347181,522+1,825+1%$10.8M$10.9M+$39.3K2026-11-02
Newton One Investments LLC
INCREASED182,446180,916+1,530+1%$10.8M$10.8M+$22.0K2026-10-14
Sage Rhino Capital LLC
INCREASED182,424178,578+3,846+2%$10.7M$10.8M+$160.2K2026-10-28
Rareview Capital LLC
INCREASED181,540158,809+22,731+14%$7.9M$10.8M+$2.9M2026-11-05
Old Second National Bank of Aurora
DECREASED181,299183,240-1,941-1%$10.9M$10.8M-$184.8K2026-10-22
Tortoise Investment Management, LLC
DECREASED181,002181,484-4820%$10.8M$10.7M-$97.5K2026-11-06
Avantax Planning Partners, Inc.
DECREASED180,708192,975-12,267-6%$11.5M$10.7M-$800.9K2026-11-03
Proathlete Wealth Management LLC
INCREASED180,362165,953+14,409+9%$9.9M$10.7M+$791.0K2026-10-15
Echo45 Advisors LLC
INCREASED179,451179,178+273+0%$10.7M$10.6M-$51.9K2026-10-07
Beacon Advisors Holdings, LLC
DECREASED178,966179,552-5860%$10.7M$10.6M-$102.9K2026-10-27
Cranbrook Wealth Management, LLC
DECREASED178,691180,178-1,487-1%$10.8M$10.6M-$156.7K2026-10-28
Aurelius Family Office LLC
INCREASED178,617173,692+4,925+3%$10.4M$10.6M+$226.1K2026-10-23
Mechanics Bank Trust Department
INCREASED178,511157,733+20,778+13%$9.4M$10.6M+$1.2M2026-10-13
Advocate Group LLC
INCREASED178,192168,611+9,581+6%$10.1M$10.6M+$504.2K2026-10-19
Trust Co of Vermont
INCREASED177,698167,562+10,136+6%$10.0M$10.5M+$537.5K2026-10-21
TMB Capital Partners, LLC
INCREASED176,677167,068+9,609+6%$10.0M$10.5M+$506.4K2026-10-20
Aspiriant, LLC
INCREASED175,811162,170+13,641+8%$9.7M$10.4M+$747.2K2026-10-16
Smith & Howard Wealth Management, LLC
INCREASED175,738175,132+606+0%$10.5M$10.4M-$30.6K2026-10-27
Plancorp, LLC
INCREASED173,633170,724+2,909+2%$10.0M$9.6M-$398.5K2026-11-03
Atmos Advisory, LLC
INCREASED173,000171,801+1,199+1%$10.3M$10.3M+$5.8K2026-10-06
Claro Advisors Inc.
INCREASED172,824168,361+4,463+3%$10.0M$10.3M+$200.7K2026-11-02
Aletheian Wealth Advisors LLC
INCREASED170,057164,003+6,054+4%$9.8M$10.1M+$296.8K2026-10-08
IFP Advisors, Inc
DECREASED168,872169,501-6290%$10.1M$10.0M-$101.7K2026-10-16
Integrated Advisors Network LLC
DECREASED167,444168,859-1,415-1%$10.1M$9.9M-$148.1K2026-10-20
Stonekeep Investments, LLC
INCREASED167,379160,433+6,946+4%$9.6K$9.9M+$9.9M2026-10-15
XY Planning Network, Inc.
INCREASED165,992163,066+2,926+2%$9.7M$9.8M+$111.5K2026-10-14
Robertson Stephens Wealth Management, LLC
DECREASED164,043167,853-3,810-2%$10.0M$9.7M-$289.8K2026-10-16
Jefferies Financial Group Inc.
INCREASED163,321161,488+1,833+1%$9.6M$9.7M+$47.4K2026-11-05
Courier Capital LLC
DECREASED163,183164,500-1,317-1%$9.8M$9.7M-$140.6K2026-10-19
PFW Advisors LLC
DECREASED162,905165,149-2,244-1%$9.9M$9.7M-$195.8K2026-10-07
NLB Skladi, upravljanje premozenja, d.o.o.
INCREASED162,777157,845+4,932+3%$9.4M$9.7M+$232.5K2026-10-22
Abacus Planning Group, Inc.
INCREASED161,475159,639+1,836+1%$9.5M$9.6M+$48.2K2026-11-02
Principal Financial Group Inc
DECREASED161,199162,972-1,773-1%$9.7M$9.6M-$167.1K2026-11-02
Clearstead Advisors, LLC
INCREASED160,882149,458+11,424+8%$8.9M$9.5M+$620.8K2026-11-06
BlueSky Wealth Advisors, LLC
DECREASED160,258163,505-3,247-2%$9.8M$9.5M-$254.7K2026-10-29
4Thought Financial Group Inc.
DECREASED159,033160,051-1,018-1%$9.6M$9.4M-$121.2K2026-11-02
HUB Investment Partners, LLC
INCREASED158,712156,359+2,353+2%$9.3M$9.4M+$80.2K2026-11-03
Perigon Wealth Management, LLC
INCREASED158,635151,626+7,009+5%$9.1M$9.4M+$358.1K2026-10-22
James J. Burns & Company, LLC
INCREASED157,875146,149+11,726+8%$8.7M$9.4M+$640.0K2026-10-22
Hiley Hunt Wealth Management
INCREASED157,449152,521+4,928+3%$9.1M$9.3M+$234.3K2026-10-08
Capital Investment Advisors, LLC
DECREASED156,358380,198-223,840-59%$22.7M$9.3M-$13.4M2026-10-22
Wallington Asset Management, LLC
DECREASED155,404155,651-2470%$9.3M$9.2M-$73.8K2026-11-04
Level Wealth Management LLC
INCREASED155,148150,938+4,210+3%$9.0M$9.2M+$192.3K2026-10-23
SkyOak Wealth, LLC
INCREASED154,751147,895+6,856+5%$8.8M$9.2M+$350.4K2026-10-28
Courage Miller Partners, LLC
INCREASED154,560152,857+1,703+1%$9.1M$9.2M+$42.9K2026-10-21
Founders Grove Wealth Partners, LLC
INCREASED153,335152,127+1,208+1%$9.1M$9.1M+$13.8K2026-10-16
Prosperity Advisers, LLC
INCREASED151,889141,646+10,243+7%$8.5M$9.0M+$553.7K2026-10-28
Seneca Financial Advisors LLC
INCREASED151,518145,091+6,427+4%$8.7M$9.0M+$326.1K2026-10-28
Beacon Financial Group
DECREASED151,349214,183-62,834-29%$12.8M$9.0M-$3.8M2026-10-19
Forvis Mazars Wealth Advisors, LLC
DECREASED151,267161,637-10,370-6%$9.6M$9.0M-$676.4K2026-10-13
Ritholtz Wealth Management
DECREASED151,049158,248-7,199-5%$9.4M$9.0M-$487.1K2026-11-05
Kitching Partners, LLC
INCREASED150,247116,117+34,130+29%$6.9M$8.9M+$2.0M2026-11-02
Henshaw Capital LLC
UNCHANGED150,000150,00000%$9.0M$8.9M-$57.0K2026-11-03
HB Wealth Management, LLC
INCREASED149,976121,465+28,511+23%$7.3M$8.9M+$1.6M2026-10-23
Zeit Capital LLC
DECREASED149,160150,703-1,543-1%$9.0M$8.8M-$148.7K2026-10-19
Parr Mcknight Wealth Management Group, LLC
DECREASED147,092152,499-5,407-4%$9.1M$8.7M-$378.6K2026-10-30
Ocean Park Asset Management, LLC
DECREASED146,760148,752-1,992-1%$8.9M$8.7M-$174.7K2026-10-21
First Premier Bank
INCREASED146,744139,827+6,917+5%$8.3K$8.7K+$3572026-10-13
Hillcrest Wealth Advisors - NY, LLC
INCREASED145,791143,416+2,375+2%$8.6M$8.6M+$86.4K2026-10-22
Guardian Wealth Advisors, LLC
INCREASED145,318141,280+4,038+3%$8.4M$8.3M-$174.6K2026-10-30
Discipline Wealth Solutions, LLC
INCREASED144,755138,366+6,389+5%$8.3M$8.6M+$326.3K2026-10-14
1834 Investment Advisors Co
INCREASED141,709130,197+11,512+9%$7.8M$8.4M+$633.3K2026-10-16
Bay Harbor Wealth Management, LLC
INCREASED141,109137,466+3,643+3%$8.2M$8.4M+$163.8K2026-11-03
Fifth Third Securities, Inc.
INCREASED138,732111,573+27,159+24%$6.7M$8.2M+$1.6M2026-10-21
Pinnacle Associates LTD
INCREASED138,044137,454+590+0%$8.2M$8.2M-$17.2K2026-10-20
Central Bank & Trust Co
DECREASED137,752138,052-3000%$8.2M$8.2M-$70.3K2026-10-09
Venture Visionary Partners LLC
INCREASED135,800104,638+31,162+30%$6.2M$8.1M+$1.8M2026-10-07
Birch Hill Investment Advisors LLC
INCREASED134,231133,272+959+1%$8.0M$8.0M+$6.2K2026-10-16
Walkner Condon Financial Advisors LLC
INCREASED134,049127,359+6,690+5%$7.6M$8.0M+$348.4K2026-11-02
Rodgers & Associates, LTD
INCREASED133,799132,163+1,636+1%$7.9M$7.9M+$46.8K2026-10-20
Schwallier Wealth Management LLC
INCREASED133,630125,922+7,708+6%$7.5M$7.9M+$409.3K2026-11-05
Apollon Wealth Management, LLC
DECREASED131,939136,213-4,274-3%$8.1M$7.8M-$305.2K2026-10-23
Addis & Hill, Inc
UNCHANGED131,101131,10100%$7.8M$7.8M$02026-10-19
Global Wealth Strategies & Associates
INCREASED129,873121,502+8,371+7%$7.3M$7.7M+$450.3K2026-10-02
Abound Wealth Management
DECREASED129,845130,464-6190%$7.8M$7.7M-$86.3K2026-10-26
Auour Investments LLC
DECREASED129,713130,096-3830%$7.8M$7.7M-$72.2K2026-10-28
Stephenson & Company, Inc.
INCREASED129,398125,603+3,795+3%$7.5M$7.7M+$177.4K2026-10-30
Angeles Investment Advisors, LLC
INCREASED129,14092,081+37,059+40%$5.5M$7.7M+$2.2M2026-10-22
Hilltop National Bank
INCREASED127,321115,122+12,199+11%$6.9M$7.6M+$679.8K2026-10-14
Kearns & Associates LLC
INCREASED127,173125,038+2,135+2%$7.5M$7.5M+$79.1K2026-10-09
Ameraudi Asset Management, Inc.
DECREASED127,043130,723-3,680-3%$7.8M$7.5M-$267.9K2026-11-05
Frank, Rimerman Advisors LLC
UNCHANGED127,007127,00700%$7.6M$7.5M-$48.3K2026-10-16
Parkside Financial Bank & Trust
DECREASED126,727129,255-2,528-2%$7.7M$7.5M-$199.0K2026-10-27
Tenret Co LLC
NEW126,422—+126,422——$7.5M—2026-11-02
Pinnacle Wealth Management Advisory Group, LLC
DECREASED124,964125,042-780%$7.5M$7.4M-$52.1K2026-10-23
LVW Advisors, LLC
DECREASED123,502148,363-24,861-17%$8.9M$7.3M-$1.5M2026-10-19
HT Partners LLC
DECREASED123,408123,457-490%$7.4M$7.3M-$49.8K2026-10-20
Gladwyn Financial Advisors, Inc.
DECREASED123,240123,477-2370%$7.4M$7.3M-$60.9K2026-10-05
Strategic Blueprint, LLC
DECREASED122,765123,606-841-1%$7.4M$7.3M-$96.9K2026-10-22
Cherry Tree Wealth Management, LLC
DECREASED122,199128,061-5,862-5%$7.6M$7.2M-$396.3K2026-10-15
Waters Parkerson & Co., LLC
INCREASED121,682121,270+412+0%$7.2M$7.2M-$21.6K2026-11-04
Seven Bridges Advisors LLC
INCREASED121,582121,356+226+0%$7.2M$7.2M-$32.7K2026-10-07
Level Financial Advisors
INCREASED121,231118,209+3,022+3%$7.1M$7.2M+$134.3K2026-10-13
Cornerstone Wealth Advisors, Inc.
INCREASED119,865119,197+668+1%$7.1M$7.1M-$5.7K2026-10-16
Atlantic Edge Private Wealth Management, LLC
INCREASED119,644113,403+6,241+6%$6.8M$7.1M+$327.1K2026-10-20
Zions Bancorporation, National Association
DECREASED119,295124,106-4,811-4%$7.4M$7.1M-$332.5K2026-11-06
Woodstock Corp
DECREASED119,217119,292-750%$7.1M$7.1M-$49.8K2026-10-13
Brighton Jones LLC
INCREASED118,90686,820+32,086+37%$5.2M$7.1M+$1.9M2026-11-03
Rose Capital Advisors LLC
INCREASED118,183116,148+2,035+2%$6.9M$7.0M+$76.6K2026-11-04
1900 Wealth Management LLC
INCREASED117,992117,531+461+0%$7.0M$7.0M-$17.3K2026-10-13
Aspire Private Capital, LLC
DECREASED117,911123,177-5,266-4%$7.4M$7.0M-$359.1K2026-11-05
First Citizens Bank & Trust Co
INCREASED117,024107,502+9,522+9%$6.4M$6.9M+$523.9K2026-10-14
NorthCrest Asset Manangement, LLC
INCREASED115,049105,579+9,470+9%$6.3M$6.8M+$518.5K2026-10-13
Warner Financial, Inc
INCREASED114,886110,483+4,403+4%$6.6M$6.8M+$219.2K2026-11-06
Motive Wealth Advisors
INCREASED114,249111,824+2,425+2%$6.7M$6.8M+$101.3K2026-10-26
Oliver Luxxe Assets LLC
DECREASED114,111119,138-5,027-4%$7.1M$6.8M-$343.4K2026-10-14
Landmark Wealth Management, LLC
INCREASED113,696111,203+2,493+2%$6.6M$6.7M+$105.6K2026-11-03
Parthenon LLC
INCREASED113,506112,336+1,170+1%$6.7M$6.7M+$26.7K2026-10-22
Trust Co
INCREASED113,279108,515+4,764+4%$6.5M$6.7M+$241.3K2026-10-09
LBJ Family Wealth Advisors, Ltd.
INCREASED113,274111,715+1,559+1%$6.6K$6.7K+$1072026-10-01
Schaper Benz & Wise Investment Counsel Inc
INCREASED113,213111,277+1,936+2%$6.6M$6.7M+$72.5K2026-10-09
River Street Advisors LLC
INCREASED112,729105,475+7,254+7%$6.3M$6.7M+$390.2K2026-10-22
GoalFusion Wealth Management, LLC
INCREASED112,651110,044+2,607+2%$6.6M$6.7M+$112.8K2026-10-06
MCF Advisors LLC
DECREASED112,391114,250-1,859-2%$6.8M$6.7M-$153.7K2026-10-28
HCR Wealth Advisors
DECREASED112,166113,909-1,743-2%$6.8M$6.7M-$146.6K2026-10-15
Kanawha Capital Management LLC
INCREASED111,929111,533+396+0%$6.7M$6.6M-$18.9K2026-10-19
Prospera Financial Services Inc
INCREASED111,19658,765+52,431+89%$3.5M$6.2M+$2.7M2026-11-04
Sapient Capital LLC
INCREASED111,07694,877+16,199+17%$5.7M$6.6M+$924.7K2026-10-08
Kagan Cocozza Asset Management
INCREASED111,033106,055+4,978+5%$6.3M$6.6M+$254.9K2026-10-19
Compton Wealth Advisory Group, LLC
INCREASED109,812109,312+500+0%$6.5M$6.5M+$8.7K2026-10-13
Winthrop Advisory Group LLC
DECREASED109,791110,790-999-1%$6.6M$6.5M-$101.3K2026-10-22
Ascent Group, LLC
DECREASED109,456111,200-1,744-2%$6.6M$6.5M-$145.7K2026-10-30
SWS Partners
INCREASED109,154101,985+7,169+7%$6.1M$6.5M+$386.4K2026-10-26
Ackerman Capital Advisors, LLC
DECREASED108,418109,461-1,043-1%$6.5M$6.4M-$103.5K2026-10-30
Joel Isaacson & Co., LLC
INCREASED107,88586,763+21,122+24%$5.2M$6.4M+$1.2M2026-11-05
Parsons Capital Management Inc
INCREASED107,802105,852+1,950+2%$6.3M$6.4M+$75.4K2026-10-28
Allstreet Capital Advisors LLC
INCREASED107,552106,767+785+1%$6.4M$6.4M+$5.9K2026-11-04
One Degree Advisors Inc
INCREASED107,379106,332+1,047+1%$6.3M$6.5M+$213.3K2026-11-06
Heritage Investors Management Corp
DECREASED107,372113,642-6,270-6%$6.8M$6.4K-$6.8M2026-10-29
Upper Left Wealth Management, LLC
INCREASED106,70366,590+40,113+60%$4.0M$6.3M+$2.4M2026-10-14
Clear Retirement Advice LLC
INCREASED106,547105,818+729+1%$6.3M$6.3M+$3.0K2026-10-22
Yankcom Partnership
INCREASED106,184100,691+5,493+5%$6.0M$6.3M+$287.4K2026-10-15
Wedbush Securities Inc
DECREASED106,012135,686-29,674-22%$8.1M$6.3K-$8.1M2026-10-22
Compass Wealth Management, LLC
INCREASED105,958102,026+3,932+4%$6.1M$6.3M+$194.5K2026-10-30
Arch Global Advisors, LLC
INCREASED105,48298,745+6,737+7%$5.9M$6.3M+$362.0K2026-10-23
Thrive Wealth Management, LLC
INCREASED105,235104,475+760+1%$6.2M$6.2M+$5.4K2026-10-13
Flywheel Private Wealth LLC
INCREASED105,21486,952+18,262+21%$5.2M$6.2M+$1.1M2026-11-02
RFG Advisory, LLC
INCREASED104,63781,075+23,562+29%$4.8M$6.2M+$1.4M2026-11-03
Trust Co of the South
UNCHANGED104,479104,47900%$6.2M$6.2M-$39.7K2026-10-21
Martel Wealth Advisors LLC
DECREASED104,375108,318-3,943-4%$6.5M$6.2M-$275.0K2026-10-14
Naples Global Advisors, LLC
INCREASED104,254103,619+635+1%$6.2M$6.2M-$1.7K2026-11-05
Employees' Retirement Fund of the City of Fort Worth
UNCHANGED103,000103,00000%$6.1M$6.1M-$39.1K2026-11-02
Retirement Wealth Solutions LLC
DECREASED102,768104,413-1,645-2%$6.2M$6.1M-$137.2K2026-10-07
Opus Capital Group, LLC
INCREASED102,447102,224+223+0%$6.1M$6.1K-$6.1M2026-10-30
CGN Advisors LLC
DECREASED102,305105,337-3,032-3%$6.3M$6.1M-$219.8K2026-10-21
Oakwell Private Wealth Management, LLC
DECREASED101,959102,044-850%$6.1M$6.0M-$43.8K2026-11-06
NewSquare Capital LLC
DECREASED101,876101,975-990%$6.1M$6.0M-$44.6K2026-11-06
Triangle Securities Wealth Management
DECREASED101,542101,607-650%$6.1M$6.0M-$42.4K2026-10-14
Strong Retirement Solutions LLC
DECREASED101,478126,049-24,571-19%$7.5M$6.0M-$1.5M2026-10-07
Krane Financial Solutions LLC
DECREASED100,083100,521-4380%$6.0M$5.9M-$64.2K2026-10-30
Financial Synergies Wealth Advisors, Inc.
INCREASED99,43999,074+365+0%$5.9M$5.9M-$16.0K2026-10-16
Western Reserve Capital Management, LLC
INCREASED99,26797,117+2,150+2%$5.8M$5.9M+$90.6K2026-10-14
Heartwood Wealth Advisors LLC
INCREASED97,96497,586+378+0%$5.8M$5.8M-$14.7K2026-10-05
Wealth Advisory Team LLC
INCREASED97,30897,012+296+0%$5.8M$5.8M-$19.3K2026-11-05
Sigma Planning Corp
DECREASED97,201103,437-6,236-6%$6.2M$5.8M-$415.1K2026-10-23
Waldron Private Wealth LLC
INCREASED96,39595,385+1,010+1%$5.7M$5.7M+$23.7K2026-11-02
Vilga Financial Planning LLC
INCREASED96,38195,814+567+1%$5.7M$5.7M-$2.8K2026-10-09
Root Financial Partners, LLC
DECREASED96,111100,804-4,693-5%$6.0M$5.7M-$316.7K2026-10-21
Journey Beyond Wealth, LLC
INCREASED95,45490,658+4,796+5%$5.4M$5.7M+$250.0K2026-11-04
BKM Wealth Management, LLC
INCREASED93,61680,565+13,051+16%$4.8M$5.6M+$743.5K2026-10-22
Thayer Partners, LLC / MA
DECREASED92,93493,407-473-1%$5.6M$5.5M-$63.5K2026-11-06
Cooksen Wealth, LLC
INCREASED92,68791,387+1,300+1%$5.5M$5.5M+$84.1K2026-10-13
KRM Wealth Management L.L.C.
INCREASED92,42891,096+1,332+1%$5.4M$5.5M+$44.4K2026-11-02
Greenspring Advisors, LLC
INCREASED92,30646,379+45,927+99%$2.8M$5.5M+$2.7M2026-11-05
Nipun Capital, L.P.
UNCHANGED92,20092,20000%$5.5M$5.5M-$35.0K2026-10-08
Hardy Reed LLC
INCREASED92,16792,125+42+0%$5.5M$5.5M-$32.5K2026-11-06
Brown Miller Wealth Management, LLC
INCREASED92,13184,782+7,349+9%$5.1M$5.5M+$403.6K2026-11-02
Accelerate Investment Advisors LLC
INCREASED91,57186,459+5,112+6%$5.2M$5.4M+$270.3K2026-11-02
Breakwater Investment Management
DECREASED91,26497,327-6,063-6%$5.8M$5.4M-$396.6K2026-10-20
SAX Wealth Advisors, LLC
DECREASED90,644138,328-47,684-34%$7.5M$5.4M-$2.1M2026-10-13
Elmwood Wealth Management, Inc.
INCREASED90,59583,728+6,867+8%$5.0M$5.4M+$375.5K2026-10-14
Peterson Wealth Advisors, LLC
INCREASED90,53890,489+49+0%$5.4M$5.4M-$31.5K2026-10-08
Bank of New Hampshire
INCREASED89,57788,537+1,040+1%$5.3M$5.3M+$28.0K2026-10-06
Northern Lights Advisors, Inc.
INCREASED88,33785,133+3,204+4%$5.1M$5.2M+$157.7K2026-10-21
Columbus Macro, LLC
INCREASED88,17587,481+694+1%$5.2M$5.2M+$7.9K2026-10-14
Advisors Management Group Inc
DECREASED87,96688,169-2030%$5.3M$5.2K-$5.3M2026-11-05
Howland Capital Management LLC
INCREASED87,89174,331+13,560+18%$4.4M$5.2M+$776.0K2026-10-22
Marathon Strategic Advisors, LLC
DECREASED87,42988,304-875-1%$5.3M$5.2M-$85.5K2026-10-20
LEE Danner & Bass Inc
DECREASED87,35487,479-1250%$5.2M$5.2M-$40.7K2026-10-27
FMA Wealth Management, LLC
INCREASED86,65286,554+98+0%$5.2M$5.1M-$27.1K2026-10-21
Ascent Wealth Partners, LLC
DECREASED85,50985,527-180%$5.1M$5.1M-$33.6K2026-10-23
CIBC Asset Management Inc
INCREASED85,19574,965+10,230+14%$4.5M$5.1M+$578.3K2026-11-05
Woodmont Investment Counsel LLC
DECREASED85,14785,294-1470%$5.1M$5.1M-$41.1K2026-10-29
Vavra Capital Management, LLC
INCREASED84,95481,922+3,032+4%$4.9M$5.0M+$148.7K2026-10-14
Galvin, Gaustad & Stein, LLC
DECREASED84,37988,004-3,625-4%$5.3M$5.0M-$248.4K2026-10-08
Altura Wealth Advisors Inc.
INCREASED83,82471,481+12,343+17%$4.3M$5.0M+$704.9K2026-10-22
Glenview Trust Co
DECREASED81,73681,890-1540%$4.9M$4.8M-$40.3K2026-10-28
Fullerton Advisors, LLC
INCREASED81,73478,599+3,135+4%$4.7M$4.8M+$156.1K2026-10-14
Brucke Financial, Inc.
INCREASED81,67776,784+4,893+6%$4.6M$4.8M+$261.0K2026-10-23
Werba Rubin Papier Wealth Management
INCREASED81,49379,267+2,226+3%$4.7M$4.8M+$101.9K2026-11-06
Gutierrez Wealth Advisory, LLC
INCREASED81,46979,261+2,208+3%$4.7M$4.8M+$100.8K2026-11-02
K2 Financial Inc.
DECREASED81,14587,234-6,089-7%$5.2M$4.8M-$393.4K2026-10-26
TD Private Client Wealth LLC
INCREASED81,03477,856+3,178+4%$4.6M$4.8M+$158.9K2026-10-28
Fourpath Capital Management, LLC
DECREASED80,50381,703-1,200-1%$4.9M$4.8M-$102.2K2026-10-19
Clear Harbor Asset Management, LLC
DECREASED80,44881,999-1,551-2%$4.9M$4.8M-$123.1K2026-11-05
Rinkey Investments
DECREASED80,158115,190-35,032-30%$6.9M$4.8M-$2.1M2026-10-28
Gordian Advisors LLC
INCREASED79,68678,953+733+1%$4.7M$4.7M+$13.4K2026-10-30
Cutler Investment Counsel LLC
DECREASED79,16581,337-2,172-3%$4.9M$4.7M-$159.8K2026-10-28
Grey Fox Wealth Advisors, LLC
INCREASED79,07173,658+5,413+7%$4.4M$4.7M+$293.1K2026-11-03
Elevated Capital Advisors, LLC
INCREASED78,80475,231+3,573+5%$4.5M$4.7M+$183.3K2026-11-04
Bricktown Capital, LLC
UNCHANGED78,60378,60300%$4.7M$4.7M-$29.9K2026-10-13
Fiera Capital Corp
UNCHANGED78,51078,51000%$4.7M$4.7M-$29.8K2026-11-06
Independent Financial Group, LLC
INCREASED78,35965,080+13,279+20%$3.9M$4.6M+$762.8K2026-10-13
Hudson Oak Wealth Advisory LLC
INCREASED78,25476,239+2,015+3%$4.6M$4.6M+$90.5K2026-10-16
Bryn Mawr Trust Advisors, LLC
DECREASED78,13182,533-4,402-5%$4.9M$4.6M-$292.4K2026-11-04
E&G Advisors, LLC
INCREASED77,97877,902+76+0%$4.6M$4.6M-$25.0K2026-10-13
Defined Wealth Management, LLC
INCREASED77,58877,506+82+0%$4.6M$4.6M-$24.6K2026-10-19
Lutz Financial Services LLC
DECREASED77,37177,894-523-1%$4.6M$4.6M-$60.6K2026-11-06
Louisbourg Investments Inc.
DECREASED77,26177,276-150%$4.6M$4.6M-$30.3K2026-10-20
WBH Advisory Inc
DECREASED77,19378,491-1,298-2%$4.7M$4.6M-$106.8K2026-11-05
First Heartland Consultants, Inc.
DECREASED77,09778,766-1,669-2%$4.7M$4.6M-$128.9K2026-10-08
VAN Strum & Towne Inc.
INCREASED76,64576,520+125+0%$4.6M$4.5M-$21.7K2026-11-06
Hohimer Wealth Management, LLC
DECREASED76,08476,497-413-1%$4.6M$4.5M-$53.5K2026-11-04
Chesley Taft & Associates LLC
INCREASED75,54473,294+2,250+3%$4.4M$4.5M+$105.6K2026-10-13
McAdam, LLC
DECREASED74,94682,274-7,328-9%$4.9M$4.4M-$465.9K2026-10-21
Fortitude Family Office, LLC
DECREASED74,49274,695-2030%$4.5M$4.4M-$40.4K2026-10-14
Lmcg Investments, LLC
INCREASED73,85473,630+224+0%$4.4M$4.4M-$14.7K2026-10-21
Wealth Enhancement Trust Services, Inc.
INCREASED73,77049,588+24,182+49%$3.0M$4.4M+$1.4M2026-10-07
Lanark Financial, Inc.
INCREASED73,66172,277+1,384+2%$4.3M$4.4M+$54.6K2026-10-26
Tred Avon Family Wealth, LLC
INCREASED73,16268,506+4,656+7%$4.1M$4.3M+$250.1K2026-10-20
Evanson Financial, LLC
INCREASED73,02752,250+20,777+40%$3.1M$4.3M+$1.2M2026-10-23
PFC Capital Group, Inc.
INCREASED72,39970,808+1,591+2%$4.2M$4.3M+$68.0K2026-11-06
Clear Creek Financial Management, LLC
INCREASED71,89669,460+2,436+4%$4.1M$4.3M+$118.1K2026-10-28
GC Wealth Management RIA, LLC
INCREASED71,83270,020+1,812+3%$4.2M$4.3M+$80.9K2026-11-02
Orin Green Financial, LLC
DECREASED71,81074,155-2,345-3%$4.4M$4.3M-$167.3K2026-10-19
CWA Asset Management Group, LLC
DECREASED71,46271,941-479-1%$4.3M$4.2M-$55.7K2026-10-19
Summitas Investment Management LLC
DECREASED71,31771,554-2370%$4.3M$4.2M-$41.2K2026-10-16
New England Private Wealth Advisors LLC
INCREASED70,76870,420+348+0%$4.1M$4.2M+$127.0K2026-10-19
Private Advisory Group LLC
INCREASED70,73868,974+1,764+3%$4.1M$4.2M+$78.4K2026-11-06
Connecticut Wealth Management, LLC
INCREASED70,62067,746+2,874+4%$4.0M$4.2M+$144.7K2026-10-13
Daymark Wealth Partners, LLC
INCREASED70,35666,032+4,324+7%$3.9M$4.2M+$231.3K2026-11-04
6th Street Advisors, LLC
INCREASED70,23970,059+180+0%$4.2M$4.2M-$15.9K2026-10-14
Avity Investment Management Inc.
INCREASED70,23268,168+2,064+3%$4.1M$4.2M+$96.5K2026-10-09
Maltin Wealth Management, Inc.
DECREASED70,182108,812-38,630-35%$6.5M$4.2M-$2.3M2026-10-13
Inlight Wealth Management, LLC
DECREASED70,16070,163-30%$458.9K$456.2K-$2.7K2026-10-21
Creekside Partners
DECREASED70,15670,169-130%$4.2M$4.2M-$27.4K2026-11-04
Avidian Wealth Enterprises, LLC
INCREASED70,03742,715+27,322+64%$2.5M$4.2M+$1.6M2026-10-08
General Partner, Inc.
INCREASED69,99836,998+33,000+89%$2.2M$4.2M+$1.9M2026-10-05
Carroll Advisory Group, LLC
INCREASED69,70663,963+5,743+9%$3.8M$4.1M+$316.3K2026-10-16
Welch & Forbes LLC
INCREASED69,55766,937+2,620+4%$4.0M$4.1M+$130.0K2026-11-04
Symmetry Partners, LLC
DECREASED69,19170,283-1,092-2%$4.2M$4.1M-$91.5K2026-10-27
Wealth Advisory Solutions, LLC
DECREASED69,11869,496-378-1%$4.1M$4.1M-$48.8K2026-10-20
Financial Guidance Group, Inc.
INCREASED68,27563,137+5,138+8%$3.8M$4.0M+$280.7K2026-10-21
Arta Finance Wealth Management LLC
INCREASED68,21462,985+5,229+8%$3.8M$4.0M+$286.2K2026-10-28
Values Added Financial LLC
INCREASED67,71867,246+472+1%$4.0M$4.0M+$2.4K2026-10-28
Ddfg, Inc
INCREASED67,68867,658+30+0%$4.0M$4.0M-$23.9K2026-10-15
E&R Wealth Management, LLC
INCREASED67,68667,143+543+1%$4.0M$4.0M+$6.7K2026-10-20
Retirement Planning Group, LLC
INCREASED67,58066,550+1,030+2%$4.0M$4.0M+$35.8K2026-10-19
DWR Wealth Management, LLC
DECREASED67,18668,493-1,307-2%$4.1M$4.0M-$47.8K2026-10-13
Pathway Financial Advisors LLC
INCREASED67,02665,257+1,769+3%$3.9M$4.0M+$122.6K2026-10-07
Family CFO Inc
INCREASED66,84265,553+1,289+2%$3.9M$4.0M+$51.5K2026-10-30
Rockland Trust Co
INCREASED66,55665,940+616+1%$3.9M$3.9M+$11.5K2026-10-05
Cedar Mountain Advisors, LLC
DECREASED66,485114,285-47,800-42%$6.8M$3.9M-$2.9M2026-10-15
Collaborative Capital Advisors LLC
INCREASED65,65665,257+399+1%$3.9M$3.9M-$1.1K2026-11-06
Cassilly Financial Group LLC
INCREASED65,60362,481+3,122+5%$3.7M$3.9M+$161.4K2026-10-07
City Holding Co
INCREASED65,54757,204+8,343+15%$3.4M$3.9M+$473.6K2026-10-19
Angeles Wealth Management, LLC
DECREASED65,36272,572-7,210-10%$4.3M$3.9M-$455.2K2026-10-26
Balboa Wealth Partners
DECREASED64,72066,340-1,620-2%$4.0M$3.8M-$121.3K2026-10-20
Rossmore Private Capital
INCREASED64,49233,274+31,218+94%$2.0M$3.8M+$1.8M2026-10-27
Blueprint Investment Partners LLC
DECREASED64,42766,225-1,798-3%$4.0M$3.8M-$131.8K2026-10-28
Gilman Hill Asset Management, LLC
INCREASED64,22448,554+15,670+32%$2.9M$3.8M+$910.9K2026-10-13
Grimes & Co Wealth Management, LLC
DECREASED64,11665,982-1,866-3%$3.9M$3.8M-$135.8K2026-10-29
Sageworth Trust Co
INCREASED64,10864,066+42+0%$3.8M$3.8M-$21.9K2026-10-30
Manchester Capital Management LLC
INCREASED63,90862,956+952+2%$3.8M$3.8M+$32.5K2026-10-22
Johnson Bixby & Associates, LLC
INCREASED63,72063,235+485+1%$3.8M$3.8M+$4.7K2026-10-14
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
INCREASED63,31359,567+3,746+6%$3.6M$3.8M+$199.5K2026-10-27
Integrated Capital Management, LLC
DECREASED63,19763,377-1800%$3.8M$3.7M-$34.8K2026-10-23
HighRoad Wealth Advisors, LLC
INCREASED63,16862,115+1,053+2%$3.7M$3.7M+$38.8K2026-10-14
Cornerstone Wealth Management, LLC
INCREASED63,07462,882+192+0%$3.8M$3.7M-$12.5K2026-11-04
Security Financial Services, Inc.
DECREASED62,60871,068-8,460-12%$4.2M$3.7M-$528.8K2026-10-29
Diversified Trust Co
DECREASED62,53263,962-1,430-2%$3.8M$3.7M-$109.3K2026-11-06
Winter & Associates, Inc.
INCREASED62,31157,882+4,429+8%$3.5M$3.6M+$174.7K2026-10-23
Congress Asset Management Co
DECREASED62,26963,590-1,321-2%$3.8M$3.7M-$102.5K2026-10-06
Manuka Financial, LLC
INCREASED61,74761,565+182+0%$3.7M$3.7M-$3.7K2026-10-16
B. Riley Wealth Advisors, Inc.
DECREASED61,69471,987-10,293-14%$4.3M$3.7M-$601.1K2026-10-13
Asset Dedication, LLC
DECREASED61,40762,126-719-1%$3.7M$3.6M-$66.3K2026-11-03
Aerodigm Wealth, LLC
DECREASED61,38761,852-465-1%$3.7M$3.6M-$51.1K2026-10-16
Linscomb Wealth, Inc.
DECREASED61,07762,511-1,434-2%$3.7M$3.6M-$108.8K2026-11-05
Seven Post Investment Office LP
DECREASED61,05261,114-620%$3.6M$3.6M-$26.9K2026-10-26
Spire Wealth Management
DECREASED61,01962,867-1,848-3%$3.8M$3.6M-$133.5K2026-10-30
Ti-Trust, Inc
DECREASED60,97561,201-2260%$3.7M$3.6M-$36.7K2026-10-21
Burney Co/
DECREASED60,59960,693-940%$3.6M$3.6M-$28.6K2026-10-15
Gridiron Partners, LLC
INCREASED60,47730,866+29,611+96%$1.8M$3.6M+$1.7M2026-10-08
PFG Advisors
DECREASED60,43961,217-778-1%$3.7M$3.6M-$69.4K2026-10-16
NavPoint Financial, Inc.
INCREASED60,43460,322+112+0%$3.6M$3.6M-$16.3K2026-10-21
Redw Wealth LLC
DECREASED59,30370,687-11,384-16%$4.2M$3.5M-$702.0K2026-11-02
Salomon & Ludwin, LLC
DECREASED58,98959,601-612-1%$3.5M$3.5M-$30.6K2026-10-29
Diversified Enterprises, LLC
INCREASED58,97048,869+10,101+21%$2.9M$3.5M+$580.5K2026-10-19
Brickley Wealth Management
INCREASED58,94558,627+318+1%$3.5M$3.5M-$3.4K2026-11-04
Summit Wealth Group LLC / Co
INCREASED58,89830,277+28,621+95%$1.8M$3.5M+$1.7M2026-10-29
Petros Family Wealth, LLC
INCREASED58,72956,648+2,081+4%$3.4M$3.5M+$101.9K2026-10-28
Institute for Wealth Management, Llc.
DECREASED58,32358,595-2720%$3.5M$3.5M-$38.4K2026-11-06
SVB Wealth LLC
DECREASED58,32176,331-18,010-24%$4.6M$3.5M-$1.1M2026-11-06
Murphy, Middleton, Hinkle & Parker, Inc.
INCREASED58,15247,924+10,228+21%$2.9M$3.4M+$588.4K2026-10-15
Falcon Wealth Planning
INCREASED57,96054,943+3,017+5%$3.3M$3.4M+$158.1K2026-11-06
Silverlake Wealth Management LLC
INCREASED57,84855,388+2,460+4%$3.3M$3.4M+$124.9K2026-10-21
Legacy Wealth Partners, LLC
INCREASED57,77557,486+289+1%$3.4M$3.4M-$4.7K2026-10-15
Junk Investment Group, LLC
INCREASED57,46951,736+5,733+11%$3.1M$3.4M+$320.3K2026-10-19
First Bancorp, Inc
DECREASED57,41459,083-1,669-3%$3.5M$3.4M-$121.4K2026-10-26
Ticino Wealth
INCREASED56,95555,640+1,315+2%$3.3M$3.4M+$56.9K2026-10-13
Chicago Partners Investment Group LLC
INCREASED56,85042,879+13,971+33%$2.5M$3.2M+$740.1K2026-10-27
Meridian Wealth Management, LLC
INCREASED56,57354,598+1,975+4%$3.2M$3.3M+$97.2K2026-11-05
Lexington Hill Partners, LLC
INCREASED56,33949,940+6,399+13%$3.0M$3.3M+$360.5K2026-10-13
Blueprint Financial Advisors LLC
INCREASED55,94740,953+14,994+37%$2.4M$3.3M+$873.7K2026-10-28
Pinnacle Bancorp, Inc.
DECREASED55,51955,536-170%$3.3M$3.3M-$22.1K2026-10-21
Encompass Wealth Advisors, LLC
INCREASED55,01427,386+27,628+101%$1.6M$3.3M+$1.6M2026-10-15
Stackstone Wealth, LLC
NEW54,782—+54,782——$3.2M—2026-10-19
D'Orazio & Associates, Inc.
DECREASED54,68755,603-916-2%$3.3M$3.2M-$75.5K2026-11-04
Canandaigua National Bank & Trust Co
INCREASED54,27354,100+173+0%$3.2M$3.2M-$10.3K2026-10-07
OAK Family Advisors, LLC
DECREASED53,95754,287-330-1%$3.2M$3.2M-$40.2K2026-10-19
Hardin Capital Partners, LLC
DECREASED53,43654,274-838-2%$3.2M$3.2M-$71.2K2026-10-09
Rooted Wealth Advisors, Inc.
UNCHANGED53,08653,08600%$3.2M$3.2M$02026-11-03
Brady Martz Wealth Solutions, LLC
INCREASED52,72952,162+567+1%$3.1M$3.1M+$13.8K2026-11-05
Fire Capital Management LLC
INCREASED52,65749,418+3,239+7%$2.9M$3.1M+$173.3K2026-10-27
Avestar Capital, LLC
DECREASED52,64264,086-11,444-18%$3.8M$3.1M-$703.1K2026-10-28
Certior Financial Group, LLC
INCREASED52,40249,464+2,938+6%$3.0M$3.1M+$155.5K2026-10-19
Vaquero Private Wealth, LTD
UNCHANGED52,30952,30900%$3.1M$3.1M-$19.9K2026-10-27
Prentice Wealth Management LLC
DECREASED52,07353,756-1,683-3%$3.2M$3.1M-$120.2K2026-10-20
Monarch Capital Management Inc
DECREASED51,90052,656-756-1%$3.1M$3.1M-$64.8K2026-10-19
Carter Financial Group, Inc.
INCREASED51,67549,782+1,893+4%$3.0M$3.1M+$93.4K2026-10-21
Global Trust Wealth Management LLC
DECREASED51,63551,986-351-1%$3.1M$3.1M-$40.6K2026-10-14
JIM Saulnier & Associates, LLC
INCREASED51,36742,433+8,934+21%$2.5M$3.0M+$513.8K2026-11-04
LMG Wealth Partners, LLC
INCREASED50,63750,439+198+0%$3.0M$3.0M-$7.4K2026-11-05
Noble Family Wealth, LLC
INCREASED50,43045,539+4,891+11%$2.7M$3.0M+$272.8K2026-10-26
SWP Financial LLC
INCREASED50,14646,545+3,601+8%$2.8M$3.0M+$195.9K2026-10-23
Bedminster, LLC
DECREASED50,13952,215-2,076-4%$3.1M$3.0M-$143.0K2026-11-04
BigSur Wealth Management LLC
UNCHANGED50,10050,10000%$3.0M$3.0M-$19.0K2026-10-13
Stone Summit Wealth LLC
DECREASED50,02851,880-1,852-4%$3.1M$3.0M-$129.5K2026-10-14
Northstar Asset Management Co
DECREASED50,00351,633-1,630-3%$3.0M$2.9M-$75.2K2026-10-22
MBL Wealth, LLC
DECREASED49,78350,206-423-1%$3.0M$3.0M-$44.2K2026-10-22
Capital Investment Advisory Services, LLC
INCREASED49,66048,582+1,078+2%$2.9M$3.0M+$58.4K2026-10-30
Clarity Capital Advisors, LLC
INCREASED49,58649,011+575+1%$2.9M$2.9M+$15.5K2026-10-27
Avion Wealth
DECREASED49,31751,314-1,997-4%$3.1M$2.9K-$3.1M2026-11-04
King Luther Capital Management Corp
DECREASED49,01349,481-468-1%$3.0M$2.9M-$46.6K2026-11-05
Occidental Asset Management, LLC
INCREASED48,92237,602+11,320+30%$2.2M$2.9M+$657.1K2026-11-05
Powell Investment Advisors, LLC
DECREASED48,25549,233-978-2%$2.9M$2.9M-$76.7K2026-10-22
Lynx Investment Advisory
INCREASED47,96847,737+231+0%$2.8M$2.8M-$4.4K2026-10-27
Krilogy Financial LLC
DECREASED47,65949,257-1,598-3%$2.9M$2.8M-$93.5K2026-10-13
Delta Financial Advisors LLC
INCREASED47,63246,590+1,042+2%$2.8M$2.8M+$44.1K2026-10-27
Smithbridge Asset Management Inc
INCREASED47,29325,673+21,620+84%$1.5M$2.8M+$1.3M2026-10-19
Matrix Asset Advisors Inc
INCREASED47,24745,534+1,713+4%$2.7M$2.8M+$84.4K2026-10-13
Csenge Advisory Group
DECREASED47,08648,495-1,409-3%$2.9M$2.8M-$102.0K2026-11-04
Waterfront Wealth Inc.
DECREASED47,02648,036-1,010-2%$2.9M$2.7M-$137.6K2026-11-03
Amicus Financial Advisors, LLC
DECREASED46,97647,074-980%$2.8M$2.8M-$23.6K2026-11-03
Karnit Road Accident Victims Compensation Fund
INCREASED46,42038,350+8,070+21%$2.3M$2.8M+$464.1K2026-11-04
Great Lakes Advisors, LLC
INCREASED46,18437,511+8,673+23%$2.2M$2.7M+$500.1K2026-11-06
Park National Corp
DECREASED46,12448,752-2,628-5%$2.9M$2.7M-$174.0K2026-10-05
DBK Financial Counsel, LLC
INCREASED45,55945,534+25+0%$2.7M$2.7M-$15.8K2026-10-13
TME Financial, Inc.
DECREASED45,49658,406-12,910-22%$3.5M$2.7M-$787.9K2026-10-14
Graetz Wealth LLC
DECREASED45,49268,285-22,793-33%$4.1M$2.7M-$1.4M2026-10-27
Cassaday & Co Wealth Management LLC
DECREASED45,41345,853-440-1%$2.7M$2.7M-$43.5K2026-10-27
Eclectic Associates Inc
DECREASED45,41146,493-1,082-2%$2.8M$2.7M-$81.9K2026-10-09
Norris Perne & French LLP
DECREASED45,32750,305-4,978-10%$3.0M$2.7M-$314.3K2026-10-23
Clifford Swan Investment Counsel LLC
INCREASED45,30240,624+4,678+12%$2.4M$2.7M+$262.0K2026-11-05
Single Point Partners, LLC
INCREASED45,18144,097+1,084+2%$2.6M$2.7M+$47.5K2026-10-19
Hassell Wealth Management, LLC
INCREASED44,45039,886+4,564+11%$2.4M$2.6M+$276.3K2026-10-19
Cyndeo Wealth Partners, LLC
DECREASED44,35745,344-987-2%$2.7M$2.6M-$75.7K2026-10-16
Moors & Cabot, Inc.
INCREASED44,23235,854+8,378+23%$2.1M$2.6M+$483.3K2026-11-06
Asset Allocation & Management Company, LLC
UNCHANGED44,20344,20300%$2.6K$2.6K-$172026-10-13
Rockingstone Advisors LLC
INCREASED44,05742,435+1,622+4%$2.5M$2.6M+$80.1K2026-10-16
Russell Investments Group, Ltd.
DECREASED44,049218,623-174,574-80%$13.0M$2.6M-$10.4M2026-11-06
Sound Stewardship, LLC
DECREASED44,03745,005-968-2%$2.7M$2.6M-$74.5K2026-10-14
Climber Capital SA
INCREASED44,03641,974+2,062+5%$2.4M$2.4M-$20.2K2026-10-20
Sagace Wealth Management LLC
INCREASED44,01743,106+911+2%$2.6M$2.6M+$37.7K2026-10-28
Aries Wealth Management
INCREASED43,92242,906+1,016+2%$2.6M$2.6M+$44.0K2026-10-23
Evergreen Capital Management LLC
INCREASED43,80038,924+4,876+13%$2.3M$2.6M+$274.4K2026-10-23
Life Planning Partners, Inc
DECREASED43,71046,606-2,896-6%$2.8M$2.6M-$189.5K2026-10-28
HBK Sorce Advisory LLC
DECREASED43,64148,264-4,623-10%$2.9M$2.4M-$529.2K2026-11-06
Private Trust Co NA
DECREASED43,63845,485-1,847-4%$2.7M$2.6M-$126.8K2026-10-20
Covestor Ltd
INCREASED43,43642,056+1,380+3%$2.5M$2.6K-$2.5M2026-10-30
Southland Equity Partners LLC
INCREASED43,4139,809+33,604+343%$585.5K$2.6M+$2.0M2026-10-14
Cohen Klingenstein LLC
UNCHANGED43,32943,32900%$2.6M$2.6M-$16.5K2026-10-15
Foundation Wealth Management, Llc\pa
DECREASED42,93349,369-6,436-13%$2.9M$2.5M-$400.5K2026-10-14
Summit Financial Strategies, Inc.
DECREASED42,92354,857-11,934-22%$3.3M$2.5M-$728.6K2026-10-14
Ballast, Inc.
INCREASED42,91141,198+1,713+4%$2.5M$2.5M+$85.9K2026-10-20
Prime Capital Investment Advisors, LLC
INCREASED42,82338,106+4,717+12%$2.3M$2.5M+$265.3K2026-10-20
Financial Advisory Corp
DECREASED42,69443,021-327-1%$2.6M$2.5M-$35.7K2026-10-14
Dynamic Wealth Strategies, LLC
INCREASED42,59827,477+15,121+55%$1.6M$2.5M+$886.4K2026-10-16
Shaker Investments LLC
DECREASED42,57442,705-1310%$2.5M$2.5M-$24.0K2026-11-05
Maseco LLP
INCREASED42,52341,318+1,205+3%$2.5M$2.5M+$54.8K2026-10-27
Topel & Distasi Wealth Management, LLC
INCREASED42,50942,004+505+1%$2.5M$2.5M+$14.0K2026-11-05
Wealthcare Advisory Partners LLC
INCREASED42,47834,338+8,140+24%$2.0M$2.5M+$469.8K2026-10-21
Nordwand Advisors, LLC
DECREASED42,45143,301-850-2%$2.6M$2.5M-$66.9K2026-11-05
WealthSpring Partners, LLC
DECREASED42,32272,464-30,142-42%$4.3M$2.5M-$1.8M2026-10-14
Westside Investment Management, Inc.
INCREASED42,10042,099+10%$2.5M$2.5M-$14.8K2026-11-02
Absolute Capital Management, LLC
INCREASED42,07634,110+7,966+23%$2.0M$2.5M+$459.5K2026-10-16
Friday Financial
INCREASED41,87229,898+11,974+40%$1.8M$2.5M+$711.3K2026-10-09
Gemmer Asset Management LLC
DECREASED41,75854,554-12,796-23%$3.3M$2.5M-$779.6K2026-10-16
A&I Financial Services, LLC
INCREASED41,60741,339+268+1%$2.5M$2.5M+$1862026-10-15
Victory Financial Group, LLC
INCREASED41,54241,516+26+0%$2.5M$2.5M-$14.2K2026-10-27
Nova R Wealth, Inc.
DECREASED41,53943,130-1,591-4%$2.6M$2.5M-$110.8K2026-10-26
West Financial Advisors, LLC
INCREASED41,43041,309+121+0%$2.5M$2.5M-$8.5K2026-10-22
Indivisible Partners
INCREASED41,33437,039+4,295+12%$2.2M$2.5M+$240.7K2026-10-26
Trust Point Inc.
INCREASED41,24324,519+16,724+68%$1.5M$2.4M+$982.6K2026-10-27
Central Pacific Bank - Trust Division
INCREASED41,2237,026+34,197+487%$419.4K$2.4M+$2.0M2026-10-06
Innealta Capital, LLC
INCREASED41,04831,633+9,415+30%$1.9M$2.4M+$546.4K2026-11-02
Compass Ion Advisors, LLC
INCREASED40,88436,809+4,075+11%$2.2M$2.4M+$227.7K2026-10-23
Integrity Alliance, Llc.
INCREASED40,85331,616+9,237+29%$1.9M$2.4M+$535.8K2026-10-29
Glaxis Capital Management, LLC
INCREASED40,76725,842+14,925+58%$1.5M$2.4M+$875.4K2026-11-02
Global Strategic Investment Solutions, LLC
INCREASED40,55840,553+5+0%$2.4M$2.4M-$15.1K2026-10-16
Stonebridge Financial Planning Group, LLC
INCREASED40,53432,447+8,087+25%$1.9M$2.4M+$467.3K2026-11-06
United Advisor Group, LLC
DECREASED40,48640,857-371-1%$2.4M$2.4M-$37.5K2026-11-03
FAI Advisors, Inc.
DECREASED40,19542,431-2,236-5%$2.5M$2.4M-$148.7K2026-10-27
Chilton Capital Management LLC
DECREASED40,016112,874-72,858-65%$6.7M$2.4M-$4.4M2026-10-28
Titleist Asset Management, LLC
INCREASED39,73639,372+364+1%$2.4M$2.4M+$6.7K2026-10-08
Family Wealth Partners, LLC
DECREASED39,69540,351-656-2%$2.4M$2.4M-$54.2K2026-10-20
Greenleaf Trust
DECREASED39,66041,751-2,091-5%$2.5M$2.4M-$139.9K2026-10-29
White Lighthouse Investment Management Inc.
DECREASED39,56342,452-2,889-7%$2.5M$2.3M-$187.5K2026-10-21
Revisor Wealth Management LLC
INCREASED39,46337,461+2,002+5%$2.2M$2.3M+$60.3K2026-10-20
Summa Corp.
NEW39,441—+39,441——$2.3M—2026-10-30
Gill Capital Partners, LLC
DECREASED39,13039,142-120%$2.3M$2.3M-$15.6K2026-10-13
First Horizon Corp
INCREASED39,04135,441+3,600+10%$2.1M$2.3M+$200.0K2026-10-26
Monument Group Wealth Advisors, LLC
INCREASED39,00138,807+194+1%$2.3M$2.3M-$3.2K2026-10-21
Eastern Bank
DECREASED38,92042,713-3,793-9%$2.5M$2.3M-$241.2K2026-10-05
Fell Capital Management
DECREASED38,80639,181-375-1%$2.3M$2.3M-$37.1K2026-10-09
Legacy Edge Advisors, LLC
INCREASED38,52537,524+1,001+3%$2.2M$2.3M+$45.1K2026-11-06
Renasant Bank
DECREASED38,17440,124-1,950-5%$2.4M$2.3M-$130.9K2026-11-05
M Holdings Securities, Inc.
NEW37,498—+37,498——$2.1K—2026-11-03
United Community Bank
DECREASED37,31138,055-744-2%$2.3M$2.2M-$58.6K2026-10-28
Olio Financial Planning
DECREASED37,25437,510-256-1%$2.2M$2.2M-$29.4K2026-10-22
Crescent Grove Advisors, LLC
DECREASED37,15437,721-567-1%$2.3M$2.2M-$48.0K2026-10-21
Verum Partners LLC
DECREASED37,09943,674-6,575-15%$2.6M$2.2M-$406.6K2026-10-21
City State Bank
DECREASED37,01137,879-868-2%$2.3M$2.2M-$65.9K2026-10-20
Union Bancaire Privee, UBP SA
DECREASED37,002296,186-259,184-88%$17.4M$1.9M-$15.5M2026-11-04
LifeGuide Financial Advisors, LLC
DECREASED36,85938,388-1,529-4%$2.3M$2.2M-$105.2K2026-10-20
Community Bank, N.A.
DECREASED36,85238,217-1,365-4%$2.3M$2.2M-$95.1K2026-11-06
Schear Investment Advisers, LLC
NEW36,782—+36,782——$2.2M—2026-10-14
Tempo Wealth, LLC
INCREASED36,78234,337+2,445+7%$2.0M$2.2M+$132.0K2026-10-14
Davidson Trust Co
DECREASED36,77036,787-170%$2.2M$2.2M-$14.9K2026-10-09
Koshinski Asset Management, Inc.
INCREASED36,72235,933+789+2%$2.1M$2.2M+$33.1K2026-10-29
Simplicity Wealth,LLC
INCREASED36,69223,070+13,622+59%$1.4M$2.2M+$799.2K2026-10-23
Global Financial Private Client, LLC
DECREASED36,63336,988-355-1%$2.2M$2.2M-$35.1K2026-10-15
Entrust Financial LLC
INCREASED36,38633,156+3,230+10%$2.0M$2.2M+$178.9K2026-11-04
Granite Islands Private Wealth, LLC
NEW36,380—+36,380——$2.2M—2026-10-16
Vaughan & Co Securities, Inc.
DECREASED36,31538,391-2,076-5%$2.3M$2.2M-$137.7K2026-10-23
RED Lighthouse Investment Management, LLC
UNCHANGED36,19536,19500%$2.2M$2.1M-$13.8K2026-11-02
Avant Financial Advisors LLC
DECREASED36,14836,268-1200%$2.2M$2.1M-$20.9K2026-11-02
Lake Street Private Wealth, LLC
INCREASED36,01335,673+340+1%$2.1M$2.1M+$6.6K2026-10-22
Exchange Bank
INCREASED35,64631,175+4,471+14%$1.9M$2.1M+$253.3K2026-10-07
Blue Trust, Inc.
DECREASED35,44038,071-2,631-7%$2.3M$2.1M-$170.5K2026-10-15
RS Crum Inc.
DECREASED35,13535,230-950%$2.1M$2.1M-$19.0K2026-10-19
Viewpoint Investment Partners Corp
DECREASED35,12035,720-600-2%$2.1M$2.1M-$49.9K2026-10-26
North Star Investment Management Corp.
DECREASED34,83236,050-1,218-3%$2.2M$2.1M-$86.0K2026-10-27
International Assets Investment Management, LLC
INCREASED34,78834,250+538+2%$2.0M$2.1M+$25.3K2026-11-02
Hubbell Strickland Wealth Management, LLC
INCREASED34,68729,878+4,809+16%$1.8M$2.1M+$273.9K2026-10-29
Archford Capital Strategies, LLC
INCREASED34,67834,327+351+1%$2.0M$2.1M+$7.8K2026-10-19
Infinity Wealth Counsel, LLC
INCREASED34,55633,495+1,061+3%$2.0M$2.0M+$50.2K2026-10-15
Shepherd Street Advisors LLC
INCREASED34,49934,459+40+0%$2.0M$2.1M+$12.0K2026-10-21
Allegiance Financial Group Advisory Services LLC
DECREASED34,45535,939-1,484-4%$2.1M$2.0M-$101.7K2026-11-02
Argyle Capital Partners, LLC
DECREASED34,36635,092-726-2%$2.1M$2.0M-$56.4K2026-10-23
Financial Enhancement Group LLC
DECREASED34,31634,660-344-1%$2.1M$2.1M-$15.0K2026-10-08
Innova Wealth Partners
DECREASED34,09836,361-2,263-6%$2.2M$2.0M-$148.0K2026-10-21
AMG National Trust Bank
DECREASED34,02034,399-379-1%$2.1M$2.0M-$35.5K2026-11-05
Liberty Capital Management, Inc.
INCREASED33,99732,901+1,096+3%$2.0M$2.0M+$52.5K2026-11-02
Rockwood Wealth Management, LLC
INCREASED33,79328,146+5,647+20%$1.7M$2.0M+$324.3K2026-10-27
Armbruster Capital Management, Inc.
DECREASED33,75634,731-975-3%$2.1M$2.0M-$71.0K2026-10-19
My Personal CFO, LLC
INCREASED33,56127,256+6,305+23%$1.6M$2.0M+$363.6K2026-10-14
Copper Harbor Investment Advisors, LLC
INCREASED33,55933,546+13+0%$2.0M$2.0M-$12.0K2026-10-16
Cypress Wealth Services, LLC
DECREASED33,54034,427-887-3%$2.1M$2.0M-$21.8K2026-10-21
Nabity-Jensen Investment Management Inc
DECREASED33,47434,456-982-3%$2.1M$2.0M-$71.4K2026-10-23
Northland Capital Management LLC
INCREASED33,41132,602+809+2%$1.9M$2.0M+$35.6K2026-10-15
Shepherd Financial Partners LLC
DECREASED33,37633,510-1340%$2.0M$2.0M-$20.7K2026-11-03
Bahl & Gaynor LLC
INCREASED33,29631,480+1,816+6%$1.9M$2.0M+$95.7K2026-11-05
Hegarty Advisors, LLC
DECREASED33,13534,469-1,334-4%$2.1M$2.0M-$92.3K2026-10-20
Retirement Investment Advisors, Inc.
DECREASED32,94132,946-50%$1.9M$2.0M+$16.8K2026-10-22
Aire Advisors, LLC
DECREASED32,92133,707-786-2%$2.0M$2.0M-$59.5K2026-10-22
Quadrant Capital Group LLC
INCREASED32,88232,868+14+0%$2.0M$2.0M+$5072026-10-20
Northwest Wealth Management, LLC
INCREASED32,78032,722+58+0%$2.0M$1.9M-$9.0K2026-10-30
Cooke Wealth Management, LLC
DECREASED32,65134,286-1,635-5%$2.0M$1.9M-$110.0K2026-10-13
GreatBanc Trust Co
INCREASED32,38032,287+93+0%$1.9M$1.9M-$6.8K2026-11-04
Sterling Investment Management, LLC
INCREASED32,35330,575+1,778+6%$1.8M$1.9M+$93.8K2026-10-16
DB Fitzpatrick & Co, Inc
DECREASED32,22532,822-597-2%$2.0M$1.9M-$47.9K2026-10-19
Sowell Financial Services LLC
INCREASED32,22031,496+724+2%$1.9M$1.9M+$31.0K2026-10-23
Frederick Financial Consultants, LLC
INCREASED32,21032,120+90+0%$1.9M$1.9M-$6.9K2026-10-29
Fiduciary Financial Group, LLC
INCREASED32,14932,027+122+0%$1.9M$1.9M-$4.9K2026-10-13
Catalyst Financial Partners LLC
INCREASED31,97630,865+1,111+4%$1.8M$1.9M+$54.1K2026-11-06
Coyle Financial Counsel LLC
DECREASED31,69133,469-1,778-5%$2.0M$1.9M-$118.1K2026-10-28
Market Street Wealth Management Advisors LLC
DECREASED31,67632,738-1,062-3%$2.0M$1.9M-$75.5K2026-10-09
Lpwm LLC
INCREASED31,57228,913+2,659+9%$1.7M$1.9M+$146.7K2026-10-20
First Citizens Financial Corp
DECREASED31,49432,961-1,467-4%$2.0M$1.9M-$99.5K2026-10-02
Park Edge Advisors, LLC
INCREASED31,38429,964+1,420+5%$1.8M$1.9M+$72.8K2026-10-28
Financial Insights, Inc.
DECREASED31,27531,571-296-1%$1.9M$1.9M-$29.6K2026-10-27
Steinberganna Wealth Management
INCREASED31,26231,256+6+0%$1.9M$1.9M-$11.5K2026-10-23
One Day In July LLC
DECREASED31,26131,647-386-1%$1.9M$1.9M-$34.9K2026-10-30
Global Assets Advisory, LLC
INCREASED31,19730,580+617+2%$1.8M$1.9M+$78.2K2026-10-28
Bedel Financial Consulting, Inc.
DECREASED31,17631,326-1500%$1.9M$1.8M-$20.8K2026-11-06
James Investment Research, Inc.
UNCHANGED30,98030,98000%$1.8M$1.8M-$11.8K2026-10-22
rebel Financial LLC
DECREASED30,961107,495-76,534-71%$6.4M$1.8M-$4.6M2026-11-04
Crusonia Wealth Advisors LLC
INCREASED30,77930,672+107+0%$1.8M$1.8M-$5.3K2026-10-26
Princeton Global Asset Management LLC
DECREASED30,73431,059-325-1%$1.9M$1.8M-$31.1K2026-10-21
Ramsay, Stattman, Vela & Price, Inc.
INCREASED30,51230,162+350+1%$1.8M$1.8M+$9.3K2026-10-19
Tufton Capital Management
INCREASED30,45627,528+2,928+11%$1.6M$1.8K-$1.6M2026-10-20
National Wealth Management Group, LLC
INCREASED30,39817,378+13,020+75%$1.0M$1.8M+$765.6K2026-10-26
Palatine Hill Wealth Management, LLC
INCREASED30,20929,883+326+1%$1.8M$1.8M+$8.0K2026-11-03
Madrid Wealth Management, LLC
DECREASED30,12131,352-1,231-4%$1.9M$1.8M-$84.9K2026-10-23
Hourglass Capital, LLC
DECREASED30,04534,345-4,300-13%$2.1M$1.8M-$268.1K2026-10-26
Roth Financial Partners LLC
DECREASED29,91831,138-1,220-4%$1.9M$1.8M-$84.2K2026-10-06
Hughes Financial Services, LLC
DECREASED29,90730,095-188-1%$1.8M$1.7M-$103.6K2026-10-30
May Hill Capital, LLC
DECREASED29,77330,041-268-1%$1.8M$1.8M-$27.3K2026-11-03
Whipplewood Advisors, LLC
INCREASED29,47528,031+1,444+5%$1.7M$1.7M+$75.0K2026-10-20
Rosenberg Matthew Hamilton
INCREASED29,30029,180+120+0%$1.7M$1.7M-$4.0K2026-10-05
Level Four Advisory Services, LLC
INCREASED29,19426,579+2,615+10%$1.6M$1.7M+$145.0K2026-11-06
Cushing Capital Partners, LLC
DECREASED29,18431,998-2,814-9%$1.9M$1.7M-$179.1K2026-10-20
Bfsg, LLC
DECREASED29,14732,927-3,780-11%$2.0M$1.7M-$236.7K2026-10-30
OFC Financial Planning, LLC
INCREASED29,13929,120+19+0%$1.7M$1.7M-$9.9K2026-11-06
McClarren Financial Advisors, Inc.
INCREASED29,04525,997+3,048+12%$1.6M$1.7M+$170.9K2026-10-15
Braun-Bostich & Associates Inc.
INCREASED29,01828,991+27+0%$1.7M$1.7M-$9.4K2026-10-20
Valpey Financial Services, LLC
INCREASED28,94526,145+2,800+11%$1.6M$1.7M+$156.1K2026-10-30
Trust Co of Toledo NA
INCREASED28,94228,725+217+1%$1.7M$1.7M+$2.0K2026-10-16
Andina Capital Management, LLC
DECREASED28,91139,373-10,462-27%$2.4M$1.7M-$635.5K2026-10-21
Mechanics Financial Corp
DECREASED28,88729,037-150-1%$1.7M$1.7M-$19.9K2026-11-05
Axos Invest Inc.
DECREASED28,87630,930-2,054-7%$1.8M$1.7M-$133.6K2026-10-21
Allen Capital Group, LLC
DECREASED28,73129,131-400-1%$1.7M$1.7M-$34.8K2026-10-27
Retirement Guys Formula LLC
INCREASED28,58225,108+3,474+14%$1.5M$1.7M+$197.3K2026-10-26
Elevation Point Wealth Partners, LLC
INCREASED28,27427,020+1,254+5%$1.6M$1.7M+$64.1K2026-11-05
Certified Advisory Corp
DECREASED28,25228,782-530-2%$1.7M$1.7M-$42.4K2026-10-29
C2c Wealth Management, LLC
DECREASED28,11630,177-2,061-7%$1.8M$1.7M-$133.7K2026-10-20
Old Peak Finance LLC
INCREASED28,05828,056+2+0%$1.7M$1.7M-$10.6K2026-11-02
Barclays PLC
INCREASED27,98820,953+7,035+34%$1.3M$1.7M+$409.3K2026-11-06
Sachem Hill LLC
DECREASED27,97535,243-7,268-21%$2.1M$1.7M-$444.4K2026-10-14
Carret Asset Management, LLC
INCREASED27,94327,868+75+0%$1.7M$1.7M-$6.1K2026-11-04
Black Diamond Financial, LLC
INCREASED27,92226,726+1,196+4%$1.6M$1.7M+$60.8K2026-10-26
Endeavor Private Wealth, Inc.
INCREASED27,92227,259+663+2%$1.6M$1.7M+$28.9K2026-11-05
Swmg, LLC
INCREASED27,85127,649+202+1%$1.6M$1.6M-$50.2K2026-10-23
Cambridge Capital Management, LLC
DECREASED27,81227,931-1190%$1.7M$1.6M-$17.7K2026-10-19
Inscription Capital, LLC
INCREASED27,76224,886+2,876+12%$1.5M$1.6M+$161.2K2026-11-02
Founders Financial Securities LLC
INCREASED27,68727,481+206+1%$1.6M$1.6M+$1.8K2026-10-28
United Financial Planning Group LLC
DECREASED27,60327,787-184-1%$1.7M$1.6M-$21.5K2026-11-04
First Nebraska Trust Co
DECREASED27,59927,821-222-1%$1.7M$1.6M-$23.8K2026-10-30
Chapin Davis, Inc.
INCREASED27,53427,405+129+0%$1.6M$1.6M-$2.8K2026-10-09
BCS Wealth Management
DECREASED27,49027,632-142-1%$1.6M$1.6M-$18.9K2026-11-03
Granite Investment Partners, LLC
UNCHANGED27,33627,33600%$1.6M$1.6M-$10.4K2026-11-04
Morton Brown Family Wealth, LLC
INCREASED27,28426,659+625+2%$1.6M$1.6M+$26.9K2026-10-23
Equity Wealth Partners, LLC
INCREASED27,25527,012+243+1%$1.6M$1.6M+$4.1K2026-10-26
Flagship Harbor Advisors, LLC
DECREASED27,24130,041-2,800-9%$1.8M$1.6M-$177.5K2026-10-26
Viewpoint Capital Management LLC
INCREASED27,12926,741+388+1%$1.6M$1.6M+$12.8K2026-10-27
Stevens Capital Partners
INCREASED27,11220,651+6,461+31%$1.2M$1.6M+$375.4K2026-10-29
Verus Capital Partners, LLC
DECREASED27,10427,462-358-1%$1.6M$1.6M-$31.6K2026-11-03
Aspen Investment Management Inc
INCREASED27,05026,421+629+2%$1.6K$1.6K+$272026-11-05
Elevate Capital Advisors, LLC
INCREASED27,0334,849+22,184+458%$289.4K$1.6M+$1.3M2026-11-02
Crestwood Advisors Group, LLC
DECREASED27,02627,759-733-3%$1.7M$1.6M-$54.0K2026-10-27
Valley Forge Investment Consultants Inc ADV
INCREASED26,98026,938+42+0%$1.6M$1.6M-$7.7K2026-11-03
Smith Partners Wealth Management, LLC
DECREASED26,90144,341-17,440-39%$2.6M$1.6M-$1.1M2026-11-05
Lord & Richards Wealth Management, LLC
DECREASED26,83632,055-5,219-16%$1.9M$1.6M-$321.7K2026-10-14
Lebenthal Global Advisors, LLC
INCREASED26,83526,761+74+0%$1.6M$1.6M-$5.8K2026-10-28
FC Advisory LLC
INCREASED26,81525,997+818+3%$1.6M$1.6M+$38.7K2026-10-05
Petersen Hastings Wealth Advisors Inc.
INCREASED26,77526,509+266+1%$1.6M$1.6M+$5.7K2026-10-27
Acorn Wealth Advisors, LLC
DECREASED26,62828,206-1,578-6%$1.7M$1.6M-$104.3K2026-10-19
SP Asset Management LLC
INCREASED26,53026,481+49+0%$1.6M$1.6M-$7.2K2026-11-05
Greenfield Savings Bank
INCREASED26,38925,536+853+3%$1.5M$1.6M+$40.9K2026-10-07
Bank Julius Baer & Co. Ltd, Zurich
UNCHANGED26,35726,35700%$1.6M$1.6M-$10.0K2026-10-29
Highland Capital Management, LLC
UNCHANGED25,94825,94800%$1.5M$1.5M-$9.9K2026-10-26
Squire Investment Management Company, LLC
DECREASED25,91828,176-2,258-8%$1.7M$1.5M-$144.6K2026-11-03
Saxon Interests, Inc.
DECREASED25,86326,720-857-3%$1.6M$1.5M-$61.0K2026-10-26
Willow Creek Wealth Management Inc.
INCREASED25,70520,909+4,796+23%$1.2M$1.5M+$276.5K2026-10-26
Factory Mutual Insurance Co
DECREASED25,60028,100-2,500-9%$1.7M$1.5M-$159.0K2026-10-30
Novem Group
DECREASED25,56525,574-90%$1.5M$1.5M-$10.2K2026-10-19
Alamar Capital Management, LLC
INCREASED25,52723,717+1,810+8%$1.4M$1.5M+$98.3K2026-11-02
Donalies Financial Planning, LLC
INCREASED25,38025,096+284+1%$1.5M$1.5M+$7.3K2026-10-19
Aaron Wealth Advisors LLC
INCREASED25,34214,542+10,800+74%$868.0K$1.5M+$635.0K2026-10-13
Stablepoint Partners, LLC
INCREASED25,22323,184+2,039+9%$1.4M$1.5M+$112.1K2026-11-03
Axxcess Wealth Management, LLC
DECREASED25,007760,785-735,778-97%$45.4M$1.5M-$43.9M2026-10-21
GAM Holding AG
UNCHANGED25,00025,00000%$1.5M$1.5M-$9.5K2026-11-03
NBT Bank, N.A.
INCREASED24,57424,484+90+0%$1.5M$1.5M-$4.0K2026-10-21
Obsidian CIO, LLC
INCREASED24,54923,133+1,416+6%$1.4M$1.5M+$75.2K2026-11-05
Narus Financial Partners, LLC
DECREASED24,52724,732-205-1%$1.5M$1.5M-$21.5K2026-10-19
Autumn Glory Partners, LLC
UNCHANGED24,48124,48100%$1.5M$1.5M-$9.3K2026-10-26
Chemistry Wealth Management LLC
INCREASED24,35623,839+517+2%$1.4M$1.4M+$21.6K2026-10-16
Mcdonald Partners LLC
INCREASED24,05322,551+1,502+7%$1.3M$1.4M+$80.5K2026-11-03
DeLarme Wealth Management, Inc.
DECREASED24,02924,154-125-1%$1.4M$1.4M-$16.6K2026-10-30
Studio Investment Management LLC
DECREASED24,00525,899-1,894-7%$1.5M$1.4M-$122.2K2026-10-22
Carnegie Investment Counsel
INCREASED23,9467,023+16,923+241%$419.2K$1.4M+$1.0M2026-10-20
Roof Eidam Maycock Peralta, LLC
INCREASED23,93923,600+339+1%$1.4M$1.4M+$11.2K2026-10-15
Windsor Capital Management, LLC
DECREASED23,89724,077-180-1%$1.4M$1.4M-$19.9K2026-10-13
Hazlett, Burt & Watson, Inc.
INCREASED23,85415,526+8,328+54%$721.2K$1.4K-$719.8K2026-11-04
LongView Wealth Management
INCREASED23,72022,669+1,051+5%$1.4M$1.4M+$53.7K2026-10-19
F&V Capital Management, LLC
UNCHANGED23,65823,65800%$1.4M$1.4K-$1.4M2026-10-19
SBK Financial, Inc.
UNCHANGED23,59923,59900%$1.4M$1.4M-$8.9K2026-11-02
Arbor Wealth Advisors LLC
INCREASED23,49523,492+3+0%$1.4M$1.4M-$8.7K2026-10-09
J2 Capital Management Inc
INCREASED23,28922,556+733+3%$1.3M$1.4M+$34.9K2026-10-19
Sightline Wealth Advisors, LLC
DECREASED23,28627,738-4,452-16%$1.7M$1.4M-$274.6K2026-10-21
Washington Trust Co
INCREASED23,28223,013+269+1%$1.4M$1.4M+$7.2K2026-10-22
McHugh Group, LLC
UNCHANGED23,26923,26900%$1.4M$1.4M-$8.8K2026-10-19
Busey Bank
DECREASED23,21423,325-1110%$1.4M$1.4M-$15.4K2026-10-26
Boston Trust Walden Corp
INCREASED23,20422,889+315+1%$1.4M$1.4M+$10.0K2026-10-30
John G Ullman & Associates Inc
DECREASED22,85023,150-300-1%$1.4M$1.4M-$26.6K2026-11-04
CWC Advisors, Llc.
INCREASED22,79922,083+716+3%$1.3M$1.4M+$34.1K2026-10-15
Finley Financial, LLC
UNCHANGED22,64522,64500%$1.4M$1.3M-$14.9K2026-10-28
Topor & Co. Korea
UNCHANGED22,64122,64100%$1.4M$1.3M-$8.6K2026-10-22
Phillips Financial Management, LLC
DECREASED22,56423,359-795-3%$1.4M$1.3M-$56.0K2026-10-19
Pictet North America Advisors SA
INCREASED22,51019,530+2,980+15%$1.2M$1.3M+$169.3K2026-10-21
Keudell ison Wealth Management
INCREASED22,50521,395+1,110+5%$1.3M$1.3M+$57.7K2026-10-16
Cadent Capital Advisors, LLC
DECREASED22,48623,059-573-2%$1.4M$1.3M-$42.7K2026-10-09
Diversified Portfolios, Inc.
DECREASED22,44723,369-922-4%$1.4M$1.3M-$63.6K2026-11-04
Legacy Bridge, LLC
DECREASED22,43323,138-705-3%$1.4M$1.3M-$50.6K2026-10-28
Florida Trust Wealth Management Co
INCREASED22,30419,865+2,439+12%$1.2M$1.3M+$137.1K2026-11-05
Trilogy Capital Inc.
INCREASED22,24921,406+843+4%$1.3M$1.3M+$41.9K2026-10-20
Valley Wealth Managers, Inc.
DECREASED22,17323,588-1,415-6%$1.4M$1.3M-$92.9K2026-10-09
Keeler Thomas Management LLC
INCREASED22,06318,015+4,048+22%$1.1M$1.3M+$233.2K2026-10-29
Intrua Financial, LLC
DECREASED22,00726,207-4,200-16%$1.6M$1.3M-$259.1K2026-10-28
Appleton Partners Inc
DECREASED22,00722,327-320-1%$1.3M$1.3K-$1.3M2026-10-30
Hickory Point Bank & Trust
UNCHANGED21,99421,99400%$1.3M$1.3M-$8.4K2026-10-01
Turtle Creek Wealth Advisors, LLC
DECREASED21,97232,777-10,805-33%$1.9M$1.3M-$642.8K2026-10-15
Fulton Bank, N.A.
INCREASED21,83515,853+5,982+38%$946.3K$1.3M+$348.8K2026-10-14
Meridian Investment Counsel Inc.
INCREASED21,83421,766+68+0%$1.3M$1.3M-$4.2K2026-10-14
Burke & Herbert Bank & Trust Co
DECREASED21,75622,056-300-1%$1.3M$1.3M-$26.2K2026-11-02
Interchange Capital Partners, LLC
DECREASED21,73223,372-1,640-7%$1.4M$1.3M-$106.1K2026-10-28
Rydar Equities, Inc.
NEW21,654—+21,654——$1.3M—2026-10-13
Beam Wealth Advisors, Inc.
DECREASED21,64923,396-1,747-7%$1.4M$1.3M-$112.5K2026-11-03
Curated Wealth Partners LLC
DECREASED21,58121,705-124-1%$1.3M$1.3M-$15.6K2026-10-15
First Financial Corp
DECREASED21,50721,663-156-1%$1.3M$1.3M-$17.5K2026-10-13
StoneX Group Inc.
INCREASED21,47420,792+682+3%$1.2M$1.3M+$32.8K2026-11-03
Gryphon Financial Partners LLC
INCREASED21,41019,773+1,637+8%$1.2M$1.3M+$89.6K2026-11-04
Curry Webb Wealth Management LLC
UNCHANGED21,26321,26300%$1.3M$1.3M$02026-10-22
Trace Wealth Advisors, LLC
UNCHANGED21,24521,24500%$1.3M$1.3M-$8.1K2026-10-30
Evermay Wealth Management LLC
DECREASED21,02621,550-524-2%$1.3M$1.2M-$39.3K2026-11-05
First American Bank
INCREASED21,02620,964+62+0%$1.3M$1.2M-$4.3K2026-10-27
Essex Bank
INCREASED20,98812,588+8,400+67%$751.2K$1.2M+$493.5K2026-10-16
Balentine LLC
DECREASED20,94321,826-883-4%$1.3M$1.2M-$60.6K2026-11-03
Trek Financial, LLC
INCREASED20,89620,535+361+2%$1.2M$1.2M+$13.6K2026-10-29
Sumitomo Mitsui Trust Group, Inc.
INCREASED20,75620,328+428+2%$1.2M$1.2M+$17.7K2026-10-29
Gibbs Wealth Management
INCREASED20,73117,739+2,992+17%$1.1M$1.2M+$170.7K2026-10-22
Platform Technology Partners
INCREASED20,51717,604+2,913+17%$1.1M$1.2M+$166.1K2026-11-02
Affinity Capital Advisors, LLC
INCREASED20,47114,927+5,544+37%$896.6K$1.2M+$326.7K2026-10-13
Voisard Asset Management Group, Inc.
DECREASED20,41920,572-153-1%$1.2M$1.2M-$16.9K2026-10-13
Patriot Financial Group Insurance Agency, LLC
INCREASED20,41818,187+2,231+12%$1.1M$1.2M+$125.5K2026-10-14
Veery Capital, LLC
INCREASED20,34719,062+1,285+7%$1.1M$1.2M+$69.0K2026-10-07
Bison Wealth, LLC
INCREASED20,22519,473+752+4%$1.2M$1.2M+$38.3K2026-10-13
MSH Capital Advisors LLC
INCREASED20,22417,900+2,324+13%$1.1M$1.2M+$131.1K2026-11-03
Hutchens & Kramer Investment Management Group, LLC
DECREASED20,16820,296-128-1%$1.2M$1.2M-$15.3K2026-10-16
Value Investment Professionals, LLC
DECREASED20,15920,188-290%$1.2M$1.2M-$9.4K2026-10-13
First Interstate Bank
DECREASED20,08621,516-1,430-7%$1.3M$1.2M-$93.0K2026-10-23
Baldwin Wealth Partners LLC
DECREASED19,87520,137-262-1%$1.2M$1.2M-$23.2K2026-10-13
Jacobi Capital Management LLC
INCREASED19,83718,953+884+5%$1.1M$1.2M+$45.2K2026-11-05
Eukles Asset Management
INCREASED19,81417,630+2,184+12%$1.1M$1.2M+$122.8K2026-11-04
Portside Wealth Group, LLC
DECREASED19,70321,034-1,331-6%$1.3M$1.2M-$86.9K2026-10-20
D.B. Root & Company, LLC
UNCHANGED19,59419,59400%$1.2M$1.2M-$7.4K2026-11-04
Key FInancial Inc
INCREASED19,54916,155+3,394+21%$964.3K$1.2M+$195.2K2026-11-02
Peoples Financial Services Corp.
INCREASED19,45418,930+524+3%$1.1M$1.2M+$24.1K2026-10-20
Astra Wealth Partners LLC
DECREASED19,42319,449-260%$1.2M$1.2M-$8.9K2026-11-06
Triad Wealth Partners, LLC
INCREASED19,30718,460+847+5%$1.1M$1.1M+$54.9K2026-10-26
Advisory Solutions Group, LLC
INCREASED19,30218,642+660+4%$1.1M$1.1M+$32.1K2026-10-14
55 North Private Wealth, LLC
INCREASED19,28918,052+1,237+7%$1.1M$1.1M+$66.5K2026-10-20
LVM Capital Management LTD
INCREASED19,04118,941+100+1%$1.1K$1.1M+$1.1M2026-10-20
Barrett & Company, Inc.
INCREASED18,98718,569+418+2%$1.1M$1.1M+$17.7K2026-10-22
Integrity Investment Advisors, LLC
INCREASED18,96716,882+2,085+12%$1.0M$1.1M+$117.2K2026-11-03
Eagle Bay Advisors LLC
DECREASED18,83625,791-6,955-27%$1.5M$1.1M-$422.3K2026-10-16
Gold Investment Management Ltd.
INCREASED18,79918,656+143+1%$1.1M$1.1M+$1.1K2026-10-19
RF&L Wealth Management, LLC
DECREASED18,76518,859-940%$1.1M$1.1M-$12.7K2026-10-20
Nilsine Partners, LLC
NEW18,726—+18,726——$1.1M—2026-11-02
Cannon Financial Strategists, Inc.
INCREASED18,72118,689+32+0%$1.1M$1.1M-$5.2K2026-10-19
Ifrah Financial Services, Inc.
DECREASED18,71319,114-401-2%$1.1M$1.1M-$31.0K2026-10-13
Palisade Asset Management, LLC
DECREASED18,63420,693-2,059-10%$1.2M$1.1M-$130.0K2026-11-03
Visionary Wealth Advisors
INCREASED18,60517,507+1,098+6%$1.0M$1.1M+$58.4K2026-11-04
NBH Bank
INCREASED18,50117,644+857+5%$1.1M$1.1M+$44.1K2026-11-05
Riverbridge Partners LLC
UNCHANGED18,48018,48000%$1.1M$1.1M-$7.0K2026-11-05
Phillip James Consulting Co.
DECREASED18,29419,127-833-4%$1.1M$1.1M-$56.7K2026-11-03
Downshift Financial, LLC
DECREASED18,28018,282-20%$1.1M$1.1M-$7.1K2026-10-13
Golden State Wealth Management, LLC
INCREASED18,27915,833+2,446+15%$945.1K$1.1M+$139.0K2026-11-02
High Net Worth Advisory Group LLC
INCREASED18,26218,125+137+1%$1.1M$1.1M+$1.3K2026-10-26
Whitegate Investment Counselors, Inc.
INCREASED18,23615,469+2,767+18%$923.4K$1.1M+$158.2K2026-11-02
Fisher Asset Management, LLC
INCREASED18,22617,904+322+2%$1.1M$1.1M+$12.3K2026-11-06
Rossby Financial, LCC
INCREASED18,19014,913+3,277+22%$879.2K$1.1M+$199.7K2026-11-05
Cohen Investment Advisors LLC
INCREASED18,18118,078+103+1%$1.1M$1.1M-$7612026-10-20
Duncker Streett & Co Inc
INCREASED18,17511,059+7,116+64%$660.1K$1.1M+$417.9K2026-10-27
Sidoxia Capital Management, LLC
INCREASED18,17317,270+903+5%$1.0M$1.1M+$47.0K2026-10-28
Blue Bell Private Wealth Management, LLC
INCREASED18,1085,994+12,114+202%$357.8K$1.1M+$716.2K2026-10-29
Long Road Investment Counsel, LLC
DECREASED18,10019,500-1,400-7%$1.2M$1.1M-$90.4K2026-11-04
Aureum Wealth Management, LLC
DECREASED18,06518,183-118-1%$1.1M$1.1M-$13.9K2026-10-15
Archer Investment Corp
DECREASED18,03918,323-284-2%$1.1M$1.1M-$23.8K2026-11-05
Grove Street Fiduciary, LLC
DECREASED18,02818,911-883-5%$1.1M$1.1M-$59.6K2026-10-13
J. Derek Lewis & Associates Inc.
INCREASED17,91817,106+812+5%$1.0M$1.1M+$58.1K2026-11-03
Golden Bell Financial Planning LLC
INCREASED17,91217,877+35+0%$1.1M$1.1M-$4.7K2026-11-02
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
UNCHANGED17,90017,90000%$1.1M$1.1M-$6.8K2026-10-29
KFG LLC
NEW17,870—+17,870——$1.1M—2026-11-02
LexAurum Advisors, LLC
INCREASED17,86412,491+5,373+43%$745.6K$1.1M+$313.9K2026-10-19
Darden Wealth Group Inc
INCREASED17,84916,884+965+6%$1.0M$1.1M+$50.8K2026-11-06
Richardson Financial Services Inc.
INCREASED17,83516,917+918+5%$1.0M$1.1M+$48.0K2026-10-30
Wernau Asset Management Inc.
INCREASED17,83317,816+17+0%$1.1M$1.1M-$5.8K2026-10-19
BridgePort Financial Solutions, LLC
INCREASED17,62516,959+666+4%$1.0M$1.0M+$33.1K2026-11-02
Peak Financial Management, Inc.
INCREASED17,60717,542+65+0%$1.0M$1.0M-$2.8K2026-10-16
Kaizen Financial Strategies
DECREASED17,54217,563-210%$1.0M$1.0M+$3412026-10-09
Destiny Wealth Partners, LLC
NEW17,419—+17,419——$970.2K—2026-11-05
Parkside Investments, LLC
UNCHANGED17,41017,41000%$1.0M$1.0M-$6.6K2026-10-20
Washington Trust Advisors, Inc.
DECREASED17,35917,548-189-1%$1.0M$1.0M-$17.9K2026-10-22
Montecito Bank & Trust
INCREASED17,33217,289+43+0%$1.0M$1.0M-$4.0K2026-10-01
Kingswood Wealth Advisors, LLC
INCREASED17,20517,093+112+1%$1.0M$1.0M+$1572026-10-23
Global Wealth Management Investment Advisory, Inc.
DECREASED17,03317,350-317-2%$1.0M$1.0M-$25.4K2026-11-04
BOS Asset Management, LLC
INCREASED17,00216,141+861+5%$963.4K$1.0M+$44.9K2026-10-09
Disciplina Capital Management LLC
DECREASED16,82216,834-120%$1.0M$997.7K-$7.1K2026-11-06
Baxter Bros Inc
INCREASED16,80316,719+84+1%$998.0K$996.6K-$1.4K2026-11-04
Shakespeare Wealth Management, LLC
NEW16,729—+16,729——$992.2K—2026-10-28
Putney Financial Group LLC
INCREASED16,72516,010+715+4%$955.6K$992.0K+$36.3K2026-10-30
Well Done, LLC
INCREASED16,63014,040+2,590+18%$838.0K$986.3K+$148.3K2026-10-20
Ashton Thomas Securities, LLC
DECREASED16,62116,667-460%$995.5K$985.8K-$9.7K2026-10-26
RCS Financial Planning, LLC
DECREASED16,51716,731-214-1%$998.7K$979.6K-$19.0K2026-10-14
McLean Asset Management Corp
INCREASED16,50514,334+2,171+15%$842.1K$895.2K+$53.1K2026-11-06
Prosperity Planning, Inc.
DECREASED16,41716,441-240%$981.3K$973.7K-$7.6K2026-10-09
LAM Group, Inc.
UNCHANGED16,41716,41700%$979.9K$973.7K-$6.2K2026-10-26
Great Point Wealth Advisors, LLC
DECREASED16,40717,313-906-5%$1.0M$973.1K-$60.3K2026-10-15
Mustard Seed Financial, LLC
INCREASED16,39715,880+517+3%$947.9K$972.5K+$24.6K2026-10-30
Synergy Asset Management, LLC
INCREASED16,34013,955+2,385+17%$833.0K$969.1K+$136.2K2026-11-05
Matthew Goff Investment Advisor, LLC
NEW16,153—+16,153——$958.0K—2026-10-13
Beirne Wealth Consulting Services, LLC
DECREASED16,132150,453-134,321-89%$9.0M$956.8K-$8.0M2026-10-19
Sherman Wealth Management LLC
DECREASED16,10316,126-230%$962.6K$955.1K-$7.5K2026-10-16
Buck Wealth Strategies, LLC
INCREASED15,93511,283+4,652+41%$673.5K$945.1K+$271.6K2026-10-28
Hurley Capital, LLC
INCREASED15,91015,832+78+0%$945.0K$943.7K-$1.3K2026-11-05
CogentBlue Wealth Advisors, LLC
DECREASED15,84718,423-2,576-14%$1.1M$939.9K-$159.8K2026-10-09
Sovran Advisors, LLC
DECREASED15,81017,782-1,972-11%$1.0M$894.9K-$131.9K2026-11-02
AFG Fiduciary Services Limited Partnership
DECREASED15,72615,749-230%$929.8K$938.5K+$8.7K2026-10-21
Jeter Robert S II
NEW15,721—+15,721——$938.2K—2026-10-16
Stewardship Advisors, LLC
DECREASED15,64716,246-599-4%$969.7K$928.0K-$41.7K2026-10-20
L.K. Benson & Company, P.C.
INCREASED15,61415,603+11+0%$931.4K$926.0K-$5.3K2026-10-23
Wiregrass Investment Management LLC
UNCHANGED15,60315,60300%$931.3K$925.4K-$5.9K2026-11-05
Pillar Financial Advisors, LLC
DECREASED15,53715,705-168-1%$937.4K$921.5K-$15.9K2026-10-21
Revolve Wealth Partners, LLC
UNCHANGED15,51315,51300%$926.0K$920.1K-$5.9K2026-10-23
Cordgrass Capital Advisors, LLC
DECREASED15,49018,568-3,078-17%$1.1M$918.7K-$189.6K2026-10-30
Bayban
UNCHANGED15,45815,45800%$922.7K$922.7K$02026-11-05
Moneco Advisors, LLC
INCREASED15,41512,850+2,565+20%$767.0K$914.3K+$147.3K2026-11-05
Waller Financial Planning Group, Inc
UNCHANGED15,40315,40300%$919.4K$913.5K-$5.9K2026-10-07
Marks Group Wealth Management, Inc
DECREASED15,33427,160-11,826-44%$1.6M$909.5K-$711.7K2026-11-05
Total Clarity Wealth Management, Inc.
INCREASED15,29312,629+2,664+21%$753.8K$907.1K+$153.2K2026-10-26
Sterling Investment Advisors, Ltd.
DECREASED15,29215,609-317-2%$931.7K$906.9K-$24.7K2026-10-27
Aquire Wealth Advisors, LLC
DECREASED15,21815,224-60%$908.7K$902.6K-$6.1K2026-10-23
World Equity Group, Inc.
DECREASED15,19923,382-8,183-35%$1.4M$901.5K-$494.2K2026-10-14
Obermeyer Wealth Partners
INCREASED14,99614,955+41+0%$892.7K$889.4K-$3.3K2026-10-21
Rainey & Randall Wealth Advisors Inc.
DECREASED14,99414,995-10%$895.1K$889.3K-$5.8K2026-10-26
Factor Wealth Management LTD
DECREASED14,84715,276-429-3%$911.8K$880.6K-$31.2K2026-10-08
Folger Nolan Fleming Douglas Capital Management, Inc
INCREASED14,79713,116+1,681+13%$782.9K$877.6K+$94.7K2026-10-13
NTV Asset Management LLC
INCREASED14,7415,576+9,165+164%$332.8K$874.3K+$541.5K2026-10-23
Bigelow Investment Advisors, LLC
DECREASED14,72715,243-516-3%$909.9K$873.5K-$36.4K2026-10-13
CX Institutional
DECREASED14,72414,866-142-1%$887$873-$142026-10-02
Net Worth Advisory Group
INCREASED14,64013,790+850+6%$823.1K$864.2K+$41.0K2026-10-20
Wealth Architects, LLC
INCREASED14,62812,519+2,109+17%$747.3K$867.6K+$120.3K2026-11-03
Entrewealth, LLC
INCREASED14,57213,749+823+6%$824.4K$864.2K+$39.8K2026-10-14
Liberty Atlantic Advisors LLC
INCREASED14,51811,936+2,582+22%$712.4K$861.0K+$148.6K2026-10-14
Grandfield & Dodd, LLC
UNCHANGED14,51614,51600%$866.6K$861.1K-$5.5K2026-10-29
DecisionPoint Financial, LLC
INCREASED14,40814,205+203+1%$841.2K$850.5K+$9.3K2026-10-27
Beacon Financial Advisory LLC
DECREASED14,29920,981-6,682-32%$1.3M$848.1K-$404.3K2026-10-16
Forum Financial Management, LP
INCREASED14,29713,945+352+3%$832.4K$847.9K+$15.5K2026-10-16
Halbert Hargrove Global Advisors, LLC
DECREASED14,29214,513-221-2%$866.3K$847.7K-$18.6K2026-10-16
Cohen Capital Management, Inc.
INCREASED14,28814,283+5+0%$852.5K$847.4K-$5.1K2026-10-14
TCI Wealth Advisors, Inc.
INCREASED14,1909,447+4,743+50%$563.9K$841.6K+$277.7K2026-10-30
Prudent Man Advisors, LLC
DECREASED14,11914,128-90%$990.5K$983.6K-$6.8K2026-11-03
Montag A & Associates Inc
INCREASED14,11313,852+261+2%$826.8K$837.0K+$10.2K2026-10-29
Goldstein Advisors, LLC
INCREASED14,10513,763+342+2%$821.5K$836.6K+$15.1K2026-10-15
ADE, LLC
INCREASED14,10113,786+315+2%$822.9K$836.3K+$13.5K2026-10-29
Opinicus Capital, Inc.
DECREASED14,01114,025-140%$837.2K$831.0K-$6.2K2026-10-28
Carrera Capital Advisors
INCREASED13,97813,328+650+5%$795.5K$829.0K+$33.5K2026-11-03
Caldwell Trust Co
INCREASED13,97613,024+952+7%$777.4K$828.9K+$51.5K2026-10-30
Missouri Trust & Investment Co
DECREASED13,92813,953-250%$819.7K$826.1K+$6.3K2026-11-04
Austin Asset Management Co Inc
DECREASED13,89714,115-218-2%$842.5K$824.2K-$18.3K2026-10-29
Columbia Asset Management
INCREASED13,87613,850+26+0%$826.7K$823.0K-$3.7K2026-10-19
Canandaigua National Trust Co of Florida
NEW13,857—+13,857——$821.9K—2026-10-07
Somerset Trust Co
INCREASED13,83012,858+972+8%$767.5K$820.3K+$52.8K2026-10-13
City Center Advisors, LLC
INCREASED13,72713,024+703+5%$777.4K$814.1K+$36.7K2026-10-08
PKS Advisory Services, LLC
UNCHANGED13,71813,71800%$818.8K$818.8K$02026-10-26
Equita Financial Network, Inc.
INCREASED13,71513,512+203+2%$806.5K$813.4K+$6.9K2026-10-19
Gilpin Wealth Management, LLC
INCREASED13,70413,650+54+0%$814.8K$812.8K-$2.0K2026-10-09
Silver Grove Financial Group, Inc.
INCREASED13,61212,740+872+7%$760.5K$807.4K+$46.9K2026-11-05
Firestone Capital Management
INCREASED13,47313,039+434+3%$778.3K$799.1K+$20.8K2026-11-03
Relyea Zuckerberg Hanson LLC
INCREASED13,44513,222+223+2%$789.2K$797.4K+$8.2K2026-10-20
Richard P Slaughter Associates Inc
DECREASED13,42613,651-225-2%$814.8K$796.3K-$18.5K2026-10-13
HBW Advisory Services LLC
DECREASED13,41714,038-621-4%$837.9K$795.8K-$42.2K2026-10-15
Nautilus Advisors LLC
UNCHANGED13,38413,38400%$801.6K$793.8K-$7.8K2026-10-07
Goelzer Investment Management, Inc.
DECREASED13,36213,676-314-2%$816.3K$792.5K-$23.8K2026-10-16
Morling Financial Advisors, LLC
DECREASED13,34813,411-630%$800.5K$791.6K-$8.8K2026-10-28
IAG Wealth Partners, LLC
UNCHANGED13,31313,31300%$794.7K$789.6K-$5.1K2026-11-06
Cambridge Financial Group, LLC
UNCHANGED13,30113,30100%$793.9K$793.9K$02026-10-06
Atlas Brown,Inc.
INCREASED13,28013,265+15+0%$791.8K$787.6K-$4.2K2026-10-09
Foguth Wealth Management, Llc.
INCREASED13,27910,187+3,092+30%$590.1K$770.6K+$180.5K2026-10-19
NorthLanding Financial Partners, LLC
DECREASED13,15713,175-180%$786.4K$780.3K-$6.1K2026-10-15
Milestone Asset Management Group, LLC
INCREASED13,04910,901+2,148+20%$650.7K$773.9K+$123.3K2026-10-20
American Financial & TAX Strategies Inc
UNCHANGED13,03513,03500%$778.1K$773.1K-$4.9K2026-10-16
Sage Capital Advisors,llc
INCREASED12,98712,571+416+3%$750.4K$770.3K+$19.9K2026-10-13
Glass Jacobson Investment Advisors llc
INCREASED12,98512,848+137+1%$766.9K$770.2K+$3.3K2026-10-26
Gould Asset Management LLC
DECREASED12,89613,396-500-4%$799.6K$764.8K-$34.7K2026-11-06
Quantum Financial Advisors, LLC
DECREASED12,89213,968-1,076-8%$833.8K$764.6K-$69.1K2026-11-03
Schwartz Investment Counsel Inc
INCREASED12,82812,806+22+0%$764.4K$760.8K-$3.6K2026-10-26
North Capital, Inc.
INCREASED12,79912,779+20+0%$762.8K$763.8K+$1.0K2026-10-16
Americana Partners, LLC
INCREASED12,79712,787+10+0%$763.3K$759.0K-$4.3K2026-10-28
Lincoln Capital LLC
DECREASED12,69312,704-110%$758.3K$753.4K-$4.9K2026-10-09
Arwa LLC
DECREASED12,67233,945-21,273-63%$2.0M$756.2K-$1.2M2026-10-21
Essex LLC
DECREASED12,62612,832-206-2%$765.9K$748.8K-$17.1K2026-10-14
Fort Washington Investment Advisors Inc
DECREASED12,55012,854-304-2%$767.3K$744.3K-$22.9K2026-10-15
Collective Family Office LLC
INCREASED12,48812,320+168+1%$735.4K$740.7K+$5.3K2026-10-05
Tenon Financial LLC
INCREASED12,45211,620+832+7%$693.6K$738.5K+$44.9K2026-10-14
Citrine Capital LLC
INCREASED12,42411,391+1,033+9%$679.9K$736.9K+$56.9K2026-10-14
Nikulski Financial, Inc.
INCREASED12,37612,243+133+1%$730.8K$734.0K+$3.2K2026-11-06
Radnor Capital Management, LLC
UNCHANGED12,36012,36000%$737.8K$733.1K-$4.7K2026-10-23
Integrity Advisory Solutions, LLC
INCREASED12,3567,655+4,701+61%$456.9K$732.9K+$275.9K2026-10-29
First Hawaiian Bank
DECREASED12,26712,388-121-1%$739.4K$727.6K-$11.9K2026-10-14
McKinley Carter Wealth Services, Inc.
UNCHANGED12,24312,24300%$730.8K$726.2K-$4.7K2026-10-16
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED12,23811,932+306+3%$712.2K$725.8K+$13.6K2026-10-28
Capital Management Associates, Inc
DECREASED12,23612,914-678-5%$770.9K$725.7K-$45.2K2026-10-20
Freestate Advisors LLC
INCREASED12,21410,554+1,660+16%$630.0K$724.4K+$94.5K2026-10-09
Stordahl Capital Management, Inc.
DECREASED12,20012,634-434-3%$754.1K$723.6K-$30.6K2026-10-22
Vista Capital Partners, Inc.
INCREASED12,19810,772+1,426+13%$643.0K$723.5K+$80.5K2026-11-06
Ascentis Independent Advisors
INCREASED12,196191+12,005+6285%$11.4K$723.6K+$712.2K2026-11-03
Sagespring Wealth Partners, LLC
INCREASED12,07711,809+268+2%$704.8K$716.3K+$11.5K2026-10-22
West Paces Advisors Inc.
UNCHANGED12,04912,04900%$719.2K$714.6K-$4.6K2026-10-13
Investmark Advisory Group LLC
INCREASED12,0426,579+5,463+83%$392.7K$714.2K+$321.6K2026-10-27
Richmond Investment Services, LLC
NEW11,973—+11,973——$710.1K—2026-10-29
Verdence Capital Advisors LLC
INCREASED11,9543,426+8,528+249%$204.5K$709.0K+$504.5K2026-10-26
Sawgrass Asset Management LLC
UNCHANGED11,95411,95400%$713.5K$709.0K-$4.5K2026-11-03
Cora Capital Advisors LLC
DECREASED11,87511,902-270%$710.4K$704.3K-$6.1K2026-11-02
Syverson Strege & Co
INCREASED11,7889,807+1,981+20%$585.4K$699.1K+$113.7K2026-11-02
Warren Street Wealth Advisors, LLC
DECREASED11,76311,840-77-1%$706.7K$697.6K-$9.1K2026-11-04
Arista Wealth Management, LLC
DECREASED11,73512,531-796-6%$748.0K$696.0K-$52.0K2026-10-29
Romano Brothers and Company
INCREASED11,72611,161+565+5%$666.2K$695.5K+$29.3K2026-10-22
Harbour Capital Advisors, LLC
UNCHANGED11,71211,71200%$701.4K$694.6K-$6.8K2026-10-13
Five Oceans Advisors
DECREASED11,66912,605-936-7%$752.4K$692.1K-$60.3K2026-10-22
Capital Squared Financial LLC
INCREASED11,62410,864+760+7%$648.4K$689.4K+$41.0K2026-10-30
Emerald Advisors, LLC
DECREASED11,57311,820-247-2%$705.5K$686.4K-$19.1K2026-10-13
Pekin Hardy Strauss, Inc.
INCREASED11,56210,421+1,141+11%$622.0K$685.7K+$63.7K2026-11-02
GEN Financial Management, Inc.
NEW11,500—+11,500——$682.1K—2026-10-13
3Chopt Investment Partners, LLC
INCREASED11,49811,372+126+1%$678.8K$681.9K+$3.2K2026-10-30
Greenwood Gearhart LLC
DECREASED11,44211,523-81-1%$687.8K$678.6K-$9.2K2026-11-02
Clientfirst Wealth Management, LLC
UNCHANGED11,43011,43000%$682.3K$677.9K-$4.3K2026-11-04
Asset One Wealth Management LLC
DECREASED11,42412,105-681-6%$720.0K$677.6K-$42.5K2026-11-02
Private Wealth Management Group, LLC
DECREASED11,41711,772-355-3%$702.7K$677.1K-$25.5K2026-10-19
S.A. Mason LLC
INCREASED11,31711,307+10+0%$674.9K$671.2K-$3.7K2026-10-13
Sound Income Strategies, LLC
INCREASED11,29010,162+1,128+11%$606.6K$667.2K+$60.7K2026-10-09
Torrey Growth & Income Advisors
INCREASED11,27810,476+802+8%$624.5K$670.9K+$46.3K2026-11-04
Nicholas Wealth, Llc.
INCREASED11,2748,753+2,521+29%$522.5K$668.6K+$146.2K2026-10-26
Impact Capital Partners LLC
DECREASED11,23212,149-917-8%$725.2K$666.2K-$59.0K2026-10-22
71 West Capital Partners
DECREASED11,15511,224-69-1%$670.0K$661.6K-$8.4K2026-11-04
Sharper & Granite LLC
DECREASED11,11511,370-255-2%$678.7K$600.8K-$77.9K2026-11-02
Gerber Kawasaki Wealth & Investment Management
INCREASED11,07411,065+9+0%$660.5K$656.8K-$3.7K2026-10-29
Baker Boyer National Bank
UNCHANGED11,01711,01700%$657.6K$653.4K-$4.2K2026-11-05
Michels Family Financial, LLC
DECREASED11,00411,051-470%$659.7K$652.7K-$7.0K2026-11-02
IPG Investment Advisors LLC
INCREASED10,9638,548+2,415+28%$510.2K$650.2K+$140.0K2026-10-30
Apollon Financial, LLC
DECREASED10,90911,002-93-1%$656.7K$647.0K-$9.7K2026-10-23
Boltwood Capital Management
UNCHANGED10,90010,90000%$650.6K$646.5K-$4.1K2026-10-02
Archer Investment Management, LLC
DECREASED10,88012,455-1,575-13%$743.4K$645.3K-$98.1K2026-10-13
Spectrum Strategic Capital Management, LLC
DECREASED10,86411,165-301-3%$666.4K$644.3K-$22.1K2026-10-22
Portland Financial Advisors Inc
INCREASED10,83410,094+740+7%$602.5K$642.6K+$40.1K2026-10-26
William Mack & Associates, Inc.
INCREASED10,73010,727+3+0%$640.3K$636.4K-$3.9K2026-10-27
Atlatl Advisers LLC
DECREASED10,70914,990-4,281-29%$894.8K$635.2K-$259.6K2026-10-22
Alliance Wealth Advisors, LLC
UNCHANGED10,70710,70700%$639.1K$635.0K-$4.1K2026-10-14
Peirce Capital Management, LLC
UNCHANGED10,45410,45400%$624.0K$620.1K-$4.0K2026-10-19
Mendel Money Management
INCREASED10,4199,040+1,379+15%$539.6K$618.0K+$78.4K2026-11-02
Woodward Financial Advisors, Inc.
DECREASED10,40210,509-107-1%$627.3K$616.9K-$10.3K2026-10-19
Cornerstone Planning Group LLC
DECREASED10,38210,511-129-1%$618.1K$620.4K+$2.3K2026-10-16
Carmel Capital Partners, LLC
INCREASED10,36810,301+67+1%$614.8K$614.9K+$512026-11-03
Optimist Retirement Group LLC
INCREASED10,27310,263+10+0%$612.6K$609.3K-$3.3K2026-10-30
ETF Portfolio Partners, Inc.
DECREASED10,24810,485-237-2%$625.8K$607.8K-$18.0K2026-10-22
SeaBridge Investment Advisors LLC
INCREASED10,2407,608+2,632+35%$454.1K$607.3K+$153.2K2026-11-02
Welch Group, LLC
INCREASED10,19310,178+15+0%$607.5K$604.5K-$3.0K2026-10-29
Indiana Trust & Investment Management Co
DECREASED10,18510,204-190%$609.1K$604.1K-$5.0K2026-10-22
Sentinel Advisory Group, LLC
UNCHANGED10,16010,16000%$606.5K$602.6K-$3.9K2026-10-20
MBA Advisors LLC
UNCHANGED10,09010,09000%$602.3K$598.4K-$3.8K2026-10-29
Fermata Advisors, LLC
NEW10,087—+10,087——$598.2K—2026-10-13
ETF Store, Inc.
DECREASED10,05510,079-240%$601.6K$596.4K-$5.2K2026-10-19
ASO Group Ltd
DECREASED10,04914,366-4,317-30%$858.0K$596-$857.4K2026-11-05
Align Financial, LLC
INCREASED9,9719,776+195+2%$583.5K$591.4K+$7.8K2026-10-16
Morton Capital Management LLC
DECREASED9,93610,787-851-8%$643.9K$589.3K-$54.6K2026-10-23
Sun Group Wealth Partners
DECREASED9,93010,135-205-2%$605.0K$588.9K-$16.1K2026-10-26
Luminvest Wealth Management LLC
DECREASED9,87410,086-212-2%$602.1K$585.6K-$16.5K2026-10-14
J.Safra Asset Management Corp
INCREASED9,8509,844+6+0%$587.6K$584.2K-$3.4K2026-11-03
Benchmark Financial, LLC
INCREASED9,8499,449+400+4%$564.0K$584.2K+$20.2K2026-10-16
McMill Wealth Management
INCREASED9,8343,572+6,262+175%$215.7K$583.2K+$367.5K2026-11-05
Nixon Peabody Trust Co
DECREASED9,7919,882-91-1%$589.9K$580.7K-$9.2K2026-10-23
KG Capital Management
INCREASED9,7808,761+1,019+12%$522.9K$580.1K+$57.1K2026-10-15
Quantify Chaos Advisors, LLC
INCREASED9,6978,324+1,373+16%$496.9K$575.1K+$78.3K2026-11-04
Buckhead Capital Management LLC
DECREASED9,6709,752-82-1%$582.1K$573.5K-$8.6K2026-11-03
Peoples Bank
DECREASED9,63832,116-22,478-70%$1.9M$571.6K-$1.3M2026-10-26
Gradient Capital Advisors, LLC
DECREASED9,61911,014-1,395-13%$657.4K$570.5K-$86.9K2026-10-21
Pioneer Wealth Management Group
DECREASED9,6029,630-280%$574.8K$569.5K-$5.3K2026-10-09
MMA Asset Management LLC
DECREASED9,5549,572-180%$571.4K$566.6K-$4.7K2026-11-02
Client 1ST Advisory Group, LLC
UNCHANGED9,5179,51700%$568.1K$564.5K-$3.6K2026-10-19
Baker Ellis Asset Management LLC
DECREASED9,4729,722-250-3%$580.3K$561.8K-$18.5K2026-10-14
Guardian Financial Partners, LLC
INCREASED9,4639,446+17+0%$563.8K$561.3K-$2.5K2026-11-04
Ethic Inc.
DECREASED9,45015,503-6,053-39%$925.4K$560.5K-$364.9K2026-11-03
American Institute for Advanced Investment Management, LLP
INCREASED9,4489,308+140+2%$555.6K$560.4K+$4.8K2026-11-03
Meredith Wealth Planning
INCREASED9,3829,354+28+0%$558.3K$556.4K-$1.9K2026-10-14
Evolution Wealth Advisors, LLC
INCREASED9,3509,319+31+0%$556.2K$554.5K-$1.7K2026-11-03
Segment Wealth Management, LLC
DECREASED9,3409,470-130-1%$565.3K$554.0K-$11.3K2026-10-26
Probity Advisors, Inc.
DECREASED9,2799,386-107-1%$560.3K$550.4K-$9.9K2026-10-23
SeaCrest Wealth Management, LLC
INCREASED9,2148,723+491+6%$520.7K$546.5K+$25.8K2026-10-21
Plan A Wealth LLC
DECREASED9,1849,187-30%$548.4K$544.7K-$3.7K2026-10-08
Clearstead Trust, LLC
INCREASED9,1748,088+1,086+13%$482.8K$544.1K+$61.3K2026-11-06
ARK & TLK Investments, LLC
UNCHANGED9,1569,15600%$546.5K$543.1K-$3.5K2026-10-20
Holos Integrated Wealth LLC
DECREASED9,1499,276-127-1%$546.2K$530.9K-$15.3K2026-10-23
Evergreen Wealth Management, LLC
DECREASED9,1489,296-148-2%$554.9K$542.6K-$12.3K2026-11-06
Zenith Solutions, Inc.
INCREASED9,1408,540+600+7%$509.8K$542.1K+$32.3K2026-10-19
Sendero Wealth Management, LLC
DECREASED9,13210,476-1,344-13%$625.3K$541.6K-$83.7K2026-10-14
Smith Shellnut Wilson LLC
UNCHANGED9,1289,12800%$544.9K$541.4K-$3.5K2026-10-21
Burton Enright Welch
DECREASED9,0919,232-141-2%$551.1K$539.2K-$11.8K2026-11-04
Seven Mile Advisory
INCREASED9,0359,030+5+0%$539.0K$535.9K-$3.1K2026-10-22
Etesian Wealth Advisors, Inc.
DECREASED8,9609,397-437-5%$560.9K$531.4K-$29.5K2026-10-27
Ridgewood Investments LLC
INCREASED8,9598,929+30+0%$533.0K$531.4K-$1.6K2026-10-05
MeadowBrook Investment Advisors LLC
DECREASED8,9269,551-625-7%$570.1K$507.4K-$62.7K2026-10-29
Fairman Group, LLC
INCREASED8,9015,581+3,320+59%$333.1K$527.9K+$194.8K2026-10-26
Councilmark Asset Management, LLC
UNCHANGED8,8408,84000%$527.7K$524.3K-$3.4K2026-10-20
Gateway Investment Advisers LLC
DECREASED8,8189,055-237-3%$540.5K$523.0K-$17.5K2026-10-13
Cape Investment Advisory, Inc.
DECREASED8,7948,935-141-2%$533.3K$521.6K-$11.8K2026-10-13
True North Advisors, LLC
UNCHANGED8,7948,79400%$524.9K$521.6K-$3.3K2026-10-22
Advisor Resource Council
INCREASED8,7288,467+261+3%$508.6K$529.0K+$20.4K2026-11-05
FSA Investment Group, LLC
INCREASED8,7098,693+16+0%$518.9K$516.5K-$2.3K2026-10-07
Sloy Dahl & Holst, LLC
INCREASED8,7018,632+69+1%$515.2K$516.0K+$7642026-10-14
First National Trust Co
DECREASED8,6949,526-832-9%$568.6K$515.6K-$53.0K2026-10-28
PUREfi Wealth, LLC
DECREASED8,6768,966-290-3%$535.2K$514.6K-$20.6K2026-10-19
Y-Intercept (Hong Kong) Ltd
NEW8,675—+8,675——$514.5K—2026-10-16
Powers Advisory Group, LLC
INCREASED8,6434,372+4,271+98%$261.0K$512.6K+$251.6K2026-10-14
Financial Perspectives, Inc
INCREASED8,6378,565+72+1%$511.3K$512.3K+$1.0K2026-11-03
Mayfair Advisory Group, LLC
INCREASED8,6038,437+166+2%$487.7K$510.3K+$22.6K2026-10-20
Cooper S Advisors, LLC
INCREASED8,5998,598+1+0%$513.2K$510.0K-$3.2K2026-11-03
Town Capital LLC
INCREASED8,5858,492+93+1%$506.9K$509.2K+$2.3K2026-11-03
Murphy & Mullick Capital Management Corp
UNCHANGED8,5738,57300%$511.7K$508.5K-$3.3K2026-11-02
TriaGen Wealth Management LLC
UNCHANGED8,5588,55800%$510.8K$507.6K-$3.3K2026-10-14
Enclave Advisors LLC
NEW8,557—+8,557——$507.5K—2026-10-14
Bourgeon Capital Management LLC
DECREASED8,4928,498-60%$507.2K$503.7K-$3.6K2026-10-19
First Community Trust NA
INCREASED8,4672,249+6,218+276%$134.2K$502.2K+$367.9K2026-10-07
Fonville Wealth Management LLC
INCREASED8,4325,109+3,323+65%$305.0K$500.1K+$195.1K2026-10-28
Emprise Bank
UNCHANGED8,4308,43000%$503.2K$500.0K-$3.2K2026-10-07
Sage Investment Counsel LLC
DECREASED8,4088,415-70%$502.3K$498.7K-$3.6K2026-10-26
Independent Wealth Network Inc.
INCREASED8,3548,121+233+3%$484.7K$495.5K+$10.8K2026-10-19
Guyasuta Investment Advisors Inc
UNCHANGED8,3438,34300%$498.0K$494.8K-$3.2K2026-10-15
Quadrant Private Wealth Management, LLC
NEW8,331—+8,331——$494.1K—2026-11-04
Hill Island Financial LLC
UNCHANGED8,3278,32700%$497.0K$493.9K-$3.2K2026-10-20
AUA Capital Management, LLC
DECREASED8,2998,546-247-3%$510.1K$492.2K-$17.9K2026-10-15
American Capital Advisory, LLC
DECREASED8,2478,343-96-1%$498.0K$489.1K-$8.9K2026-10-28
Kestra Investment Management, LLC
DECREASED8,2468,539-293-3%$509.7K$489.1K-$20.6K2026-11-04
Great Hill Capital LLC
UNCHANGED8,2418,24100%$491.9K$488.8K-$3.1K2026-10-20
Community Bank & Trust, Waco, Texas
INCREASED8,2275,022+3,205+64%$300.0K$488-$299.5K2026-10-19
Macroview Investment Management LLC
INCREASED8,1957,357+838+11%$439.2K$486.1K+$46.9K2026-10-26
Charis Legacy Partners, LLC
DECREASED8,1728,188-160%$488.8K$484.7K-$4.1K2026-10-22
Forza Wealth Management, LLC
DECREASED8,1618,397-236-3%$501.2K$484.0K-$17.2K2026-10-20
Genesis Private Wealth, LLC
INCREASED8,1587,439+719+10%$444.0K$483.8K+$39.8K2026-11-02
Curran Financial Partners, LLC
INCREASED8,1387,655+483+6%$456.9K$482.7K+$25.7K2026-11-04
Capstone Wealth Management Group, Inc.
INCREASED8,1348,132+2+0%$485.4K$482.4K-$3.0K2026-10-19
Mirador Capital Partners LP
INCREASED8,0928,082+10+0%$482.4K$479.9K-$2.5K2026-10-09
Oarsman Capital, Inc.
DECREASED8,0758,198-123-1%$489.4K$478.9K-$10.4K2026-11-05
Uptown Financial Advisors LLC
INCREASED8,0547,964+90+1%$475.4K$477.7K+$2.3K2026-10-15
Pinnacle Financial Group, LLC / IL
INCREASED8,0497,909+140+2%$472.1K$477.4K+$5.3K2026-10-29
Washington Trust Bank
INCREASED8,0303,627+4,403+121%$216.5K$476.3K+$259.8K2026-11-03
Brown Financial Advisory
UNCHANGED7,9907,99000%$476.9K$473.9K-$3.0K2026-11-05
Spinnaker Investment Group, LLC
DECREASED7,9488,033-85-1%$479.5K$471.4K-$8.1K2026-10-13
Horizons Wealth Management
NEW7,943—+7,943——$471.1K—2026-10-05
Able Financial Group, LLC
UNCHANGED7,9387,93800%$473.8K$470.8K-$3.0K2026-10-14
Maryland Capital Advisors Inc.
UNCHANGED7,9117,91100%$472.2K$469.2K-$3.0K2026-10-15
Stirlingshire Investments, Inc.
DECREASED7,8657,868-30%$469.6K$466.5K-$3.2K2026-11-05
Summit Financial Wealth Advisors, LLC
DECREASED7,8598,875-1,016-11%$529.7K$466.1K-$63.6K2026-10-15
Abacus Wealth Partners, LLC
DECREASED7,8287,978-150-2%$476.2K$464.3K-$11.9K2026-11-03
Thompson Siegel & Walmsley LLC
UNCHANGED7,8187,81800%$467.0K$464-$466.5K2026-11-05
Compass Financial Management LLC
INCREASED7,8127,130+682+10%$426.3K$463.3K+$37.0K2026-10-30
Legacy Wealth Asset Management, LLC
DECREASED7,7888,034-246-3%$479.5K$461.9K-$17.6K2026-10-09
St. Clair Advisors, LLC
INCREASED7,7547,734+20+0%$461.7K$459.9K-$1.8K2026-10-13
RAM Investment Partners, LLC
INCREASED7,7205,812+1,908+33%$346.9K$457.9K+$111.0K2026-10-21
Belleair Asset Management, LLC
DECREASED7,7077,826-119-2%$467.1K$457.1K-$10.0K2026-11-03
SMH Capital Advisors Inc
INCREASED7,6927,688+4+0%$458.9K$456.2K-$2.7K2026-10-29
Intergy Private Wealth, LLC
UNCHANGED7,6817,68100%$458.5K$455.6K-$2.9K2026-10-16
Latitude Advisors, LLC
INCREASED7,6765,337+2,339+44%$318.6K$455.3K+$136.7K2026-10-27
Heirloom Wealth Management
INCREASED7,6597,158+501+7%$427.3K$454.3K+$27.0K2026-10-14
Fee-Only Financial Planning, L.C.
UNCHANGED7,6407,64000%$456.0K$453.1K-$2.9K2026-10-23
Rare Wolf Capital LLC
UNCHANGED7,6217,62100%$454.9K$452.0K-$2.9K2026-10-20
TPG Advisors LLC
INCREASED7,6107,568+42+1%$451.7K$451.4K-$3692026-10-16
Colton Groome Financial Advisors, LLC
UNCHANGED7,6027,60200%$453.8K$450.9K-$2.9K2026-10-06
Ameliora Wealth Management Ltd.
UNCHANGED7,6007,60000%$453.6K$450.8K-$2.9K2026-10-23
Jeppson Wealth Management, LLC
INCREASED7,5997,595+4+0%$453.3K$450.7K-$2.7K2026-10-20
OFS Enterprise LLC
INCREASED7,5787,539+39+1%$450.0K$449.5K-$5522026-10-16
Approach Retirement Advisors, LLC
INCREASED7,5757,414+161+2%$442.6K$449.2K+$6.7K2026-10-22
American State Bank (Iowa)
INCREASED7,5586,914+644+9%$412.7K$448.3K+$35.6K2026-11-03
Silver Oak Advisory Group, Inc.
INCREASED7,5517,209+342+5%$430.0K$447.8K+$17.8K2026-11-06
Secure Asset Management, LLC
INCREASED7,4835,465+2,018+37%$326.2K$443.8K+$117.7K2026-10-19
True Link Financial Advisors, LLC
INCREASED7,4496,666+783+12%$397.9K$441.8K+$43.9K2026-10-27
DKM Wealth Management, Inc.
UNCHANGED7,4467,44600%$444.5K$441.6K-$2.8K2026-10-09
Integris Wealth Management, LLC
DECREASED7,4337,573-140-2%$452.0K$440.9K-$11.2K2026-10-14
Marino, Stram & Associates LLC
INCREASED7,4287,395+33+0%$441.4K$440.6K-$8462026-10-22
Castleview Partners, LLC
INCREASED7,4185,711+1,707+30%$340.9K$440.0K+$99.1K2026-10-09
LCM Capital Management Inc
DECREASED7,3677,368-10%$439.8K$436.9K-$2.9K2026-10-20
Optima Capital LLC
DECREASED7,3467,397-51-1%$441.6K$435.7K-$5.9K2026-10-29
Arsenal Capital Advisors LLC
DECREASED7,3277,463-136-2%$445.5K$434.5K-$10.9K2026-11-02
Cogent Private Wealth, Inc.
UNCHANGED7,3277,32700%$437.3K$434.6K-$2.8K2026-11-06
Livet Wealth, LLC
INCREASED7,3147,305+9+0%$436.0K$433.8K-$2.2K2026-10-27
Confluence Wealth Services, Inc.
DECREASED7,3107,342-320%$438.2K$433.5K-$4.7K2026-11-05
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED7,2997,228+71+1%$431.4K$432.9K+$1.5K2026-10-13
Post Resch Tallon Group Inc.
INCREASED7,2716,864+407+6%$409.7K$431.2K+$21.5K2026-10-09
Moody Lynn Lieberson & Walker, LLC
DECREASED7,24778,551-71,304-91%$4.7M$429.8K-$4.3M2026-10-14
Telos Capital Management, Inc.
DECREASED7,2317,481-250-3%$446.6K$428.9K-$17.7K2026-11-02
Mystic Asset Management, Inc.
INCREASED7,1977,081+116+2%$422.7K$426.9K+$4.2K2026-10-15
Traynor Capital Management, Inc.
DECREASED7,1838,215-1,032-13%$490.3K$426.0K-$64.3K2026-10-29
Shaker Financial Services, LLC
INCREASED7,1597,145+14+0%$426.5K$424.6K-$1.9K2026-10-14
True Freedom Investing, LLC
NEW7,130—+7,130——$422.9K—2026-10-29
Pinkerton Wealth, LLC
NEW7,130—+7,130——$422.9K—2026-10-29
Clarity Wealth Advisors, LLC
DECREASED7,1257,158-330%$427.2K$422.6K-$4.7K2026-10-21
Matisse Capital
UNCHANGED7,1077,10700%$424.2K$421.5K-$2.7K2026-10-29
Lodestone Wealth Management LLC
UNCHANGED7,0547,05400%$421.1K$418.4K-$2.7K2026-10-14
Clearwave Capital, LLC
DECREASED7,0417,735-694-9%$461.7K$417.6K-$44.1K2026-10-27
Accel Wealth Management
INCREASED7,0166,700+316+5%$399.9K$416.1K+$16.2K2026-10-13
EnRich Financial Partners LLC
INCREASED7,0096,957+52+1%$415.2K$415.7K+$4752026-10-21
Capital Planning LLC
UNCHANGED6,9556,95500%$415.1K$412.5K-$2.6K2026-10-09
Farmers & Merchants Trust Co of Long Beach
INCREASED6,9466,820+126+2%$407.1K$412.0K+$4.9K2026-10-22
Vaughan David Investments LLC
INCREASED6,9276,912+15+0%$413.0K$411-$412.6K2026-11-05
Ironwood Wealth Management, Llc.
INCREASED6,926289+6,637+2297%$17.3K$410.8K+$393.5K2026-10-28
Ascentis Wealth Management, LLC
INCREASED6,9166,915+1+0%$412.9K$410.2K-$2.6K2026-11-03
Elser Financial Planning, Inc
INCREASED6,8906,885+5+0%$410.9K$408.7K-$2.3K2026-10-16
Natixis
INCREASED6,8725,622+1,250+22%$335.6K$407.6K+$72.0K2026-11-06
Fidelity D & D Bancorp Inc
UNCHANGED6,8156,81500%$406.8K$404.2K-$2.6K2026-11-05
Patton Albertson Miller Group, LLC
UNCHANGED6,8106,81000%$406.5K$403.9K-$2.6K2026-10-26
First Financial Bank - Trust Division
UNCHANGED6,7806,78000%$404.7K$402.1K-$2.6K2026-10-01
Almanack Investment Partners, Llc.
DECREASED6,7716,985-214-3%$416.9K$401.6K-$15.3K2026-11-03
Melfa Wealth Management, Inc.
INCREASED6,7576,745+12+0%$402.6K$400.7K-$1.8K2026-11-06
Forthright Family Wealth Advisory LLC
INCREASED6,7484,722+2,026+43%$281.8K$400.2K+$118.4K2026-11-03
Asset Advisory Group, Inc.
INCREASED6,6846,615+69+1%$394.9K$396.4K+$1.5K2026-10-20
Wealth Management Nebraska
INCREASED6,5856,455+130+2%$385.3K$390.6K+$5.3K2026-10-26
Fortune Financial Group, Inc.
DECREASED6,5516,952-401-6%$415.0K$388.5K-$26.5K2026-10-22
RKL Wealth Management LLC
INCREASED6,5454,599+1,946+42%$274.5K$388.2K+$113.6K2026-10-16
Stanley-Laman Group, Ltd.
INCREASED6,5136,489+24+0%$387.3K$386.3K-$1.0K2026-10-20
RDA Financial Network
INCREASED6,5056,220+285+5%$371.3K$385.8K+$14.5K2026-10-15
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED6,4616,46100%$385.6K$383.2K-$2.5K2026-10-07
Mission Financial Group, LLC
INCREASED6,4536,446+7+0%$384.8K$382.7K-$2.0K2026-10-21
Caliber Wealth Management, LLC / KS
INCREASED6,4326,430+2+0%$383.8K$381.5K-$2.3K2026-11-04
Independent Wealth Advisors LLC
DECREASED6,4136,475-62-1%$386.5K$380.4K-$6.1K2026-10-27
Laurel OAK Wealth Management, LLC
DECREASED6,4076,419-120%$383.1K$380.0K-$3.1K2026-10-19
Eagle Strategies LLC
DECREASED6,3737,031-658-9%$419.7K$378.0K-$41.7K2026-10-16
Montis Financial, LLC
INCREASED6,3636,358+5+0%$379.5K$377.4K-$2.1K2026-11-04
Beese Fulmer Investment Management, Inc.
UNCHANGED6,3586,35800%$379.5K$377.1K-$2.4K2026-10-23
Sterling Financial Planning, Inc.
DECREASED6,3436,387-44-1%$381.2K$376.2K-$5.0K2026-10-28
Cromwell Holdings LLC
UNCHANGED6,3106,31000%$376.6K$374.2K-$2.4K2026-10-28
Empire Life Investments Inc.
DECREASED6,2636,363-100-2%$379.8K$371.5K-$8.3K2026-11-06
Pension & Wealth Management Advisors, Inc.
INCREASED6,2426,241+1+0%$372.6K$370.3K-$2.4K2026-10-16
Hippocratic Financial Advisors, LLC
UNCHANGED6,2176,21700%$371.1K$368.7K-$2.4K2026-10-13
Sage Mountain Advisors LLC
UNCHANGED6,2046,20400%$370.3K$368.0K-$2.4K2026-11-02
Montgomery Investment Management Inc
UNCHANGED6,2006,20000%$370.1K$367.7K-$2.4K2026-10-26
Cypress Point Wealth Management, LLC
INCREASED6,1786,054+124+2%$361.4K$366.4K+$5.0K2026-11-03
Cottage Street Advisors LLC
INCREASED6,1636,157+6+0%$367.5K$365.6K-$2.0K2026-10-19
Robinson Smith Wealth Advisors LLC
UNCHANGED6,1566,15600%$367.5K$365.1K-$2.3K2026-10-22
Flagstar Securities, Inc
DECREASED6,1457,138-993-14%$426.1K$364.5K-$61.6K2026-10-15
Chicago Capital, LLC
INCREASED6,1244,376+1,748+40%$261.2K$363.2K+$102.0K2026-10-13
Patten & Patten Inc
UNCHANGED6,1206,12000%$365.3K$363.0K-$2.3K2026-10-26
IVC Wealth Advisors LLC
INCREASED6,1176,088+29+0%$363.4K$362.8K-$5942026-10-23
Gamma Investing LLC
DECREASED6,0546,577-523-8%$392.6K$359.1K-$33.5K2026-10-08
Evergreen Private Wealth LLC
INCREASED6,0425,566+476+9%$332.2K$358.4K+$26.1K2026-10-30
Plan Group Financial, LLC
DECREASED5,99563,207-57,212-91%$3.8M$349.2K-$3.4M2026-10-22
Colorado Capital Management, Inc.
DECREASED5,9949,145-3,151-34%$546$355-$1912026-10-15
Alpha Omega Wealth Management LLC
DECREASED5,98811,736-5,748-49%$700.5K$355.2K-$345.4K2026-10-23
Norway Savings Bank
DECREASED5,9766,794-818-12%$405.5K$354.4K-$51.1K2026-10-20
Bond & Devick Financial Network, Inc.
UNCHANGED5,9655,96500%$356.1K$353.8K-$2.3K2026-10-23
Bell Investment Advisors, Inc
INCREASED5,9404,734+1,206+25%$282.5K$352.3K+$69.8K2026-10-29
Orgel Wealth Management, LLC
DECREASED5,9396,792-853-13%$405.4K$352.3K-$53.2K2026-10-14
Arlington Trust Co LLC
INCREASED5,9245,724+200+3%$341.7K$351.4K+$9.7K2026-10-20
Embree Financial Group
INCREASED5,9143,666+2,248+61%$218.8K$350.8K+$132.0K2026-10-22
Private Wealth Group, LLC
UNCHANGED5,8495,84900%$349.1K$346.9K-$2.2K2026-10-19
Asset Allocation Strategies LLC
INCREASED5,8485,796+52+1%$345.9K$346.8K+$8922026-10-20
Fortitude Advisory Group L.L.C.
DECREASED5,8057,087-1,282-18%$423.0K$344.3K-$78.7K2026-10-15
Stage Harbor Financial, LLC
INCREASED5,8025,695+107+2%$339.9K$344.1K+$4.2K2026-11-03
Finward Bancorp
DECREASED5,7955,910-115-2%$352.8K$343.7K-$9.1K2026-10-14
Neumann Capital Management, LLC
INCREASED5,7645,700+64+1%$340.2K$341.9K+$1.6K2026-10-15
Index Fund Advisors, Inc.
DECREASED5,7295,784-55-1%$345.3K$339.8K-$5.5K2026-11-05
New Harbor Financial Group, LLC
DECREASED5,6845,770-86-1%$344.4K$337.1K-$7.3K2026-10-22
Primoris Wealth Advisors, LLC
INCREASED5,6575,627+30+1%$335.9K$335.5K-$3582026-10-28
Live Oak Private Wealth LLC
UNCHANGED5,6555,65500%$337.5K$335.4K-$2.1K2026-11-02
Wealth Dimensions Group, Ltd.
INCREASED5,6465,643+3+0%$336.8K$334.8K-$2.0K2026-11-02
LFA - Lugano Financial Advisors SA
UNCHANGED5,6215,62100%$335.5K$333.4K-$2.1K2026-11-03
Rainier Family Wealth Inc
INCREASED5,6175,308+309+6%$316.8K$333.1K+$16.3K2026-11-02
UMB Private Wealth Management, LLC
NEW5,597—+5,597——$332.0K—2026-10-19
William Howard & Co Financial Advisors Inc
INCREASED5,5845,580+4+0%$333.1K$331.2K-$1.9K2026-11-04
Lighthouse Financial LLC
INCREASED5,5674,450+1,117+25%$265.6K$330.2K+$64.6K2026-10-23
Transcendent Capital Group LLC
INCREASED5,5545,548+6+0%$331.2K$329.4K-$1.8K2026-10-28
Yoffe Investment Management, LLC
UNCHANGED5,5295,52900%$330.0K$327.9K-$2.1K2026-11-02
Strategic Advisory Partners, LLC
DECREASED5,5255,590-65-1%$333.7K$327.7K-$6.0K2026-11-06
Gradient Investments LLC
NEW5,519—+5,519——$327.3K—2026-10-08
YHB Investment Advisors, Inc.
UNCHANGED5,5065,50600%$328.7K$326.6K-$2.1K2026-10-08
Cornerstone Advisors Asset Management, LLC
INCREASED5,4885,469+19+0%$326.5K$325.5K-$9912026-11-06
Burk Holdings LLC
INCREASED5,4872,363+3,124+132%$141.0K$325.4K+$184.4K2026-11-05
Aprio Wealth Management, LLC
INCREASED5,4784,972+506+10%$296.8K$324.9K+$28.1K2026-10-28
Sincerus Advisory, LLC
INCREASED5,4625,367+95+2%$320.4K$324.0K+$3.6K2026-10-09
GSG Advisors LLC
NEW5,456—+5,456——$323.6K—2026-11-03
Prospera Capital Management, LLC
DECREASED5,4475,634-187-3%$338.4K$323.1K-$15.3K2026-10-19
Sharkey, Howes & Javer
DECREASED5,4466,148-702-11%$366.9K$323.0K-$44.0K2026-10-22
Thayer Financial, L.L.C.
DECREASED5,4205,422-20%$323.6K$319.9K-$3.7K2026-10-21
Belvedere Trading LLC
INCREASED5,3184,654+664+14%$277.8K$315.4K+$37.6K2026-11-05
McCarley & Cook Financial Planners
DECREASED5,3165,378-62-1%$321.0K$315.3K-$5.7K2026-10-21
Navigation Wealth Management, Inc.
INCREASED5,2835,095+188+4%$304.1K$315.6K+$11.4K2026-11-03
Forbes J M & Co LLP
UNCHANGED5,2775,27700%$315.0K$313.0K-$2.0K2026-10-16
DT Investment Partners, LLC
UNCHANGED5,2765,27600%$314.9K$312.9K-$2.0K2026-10-27
Smart Wealth LLC
INCREASED5,2554,683+572+12%$279.5K$311.7K+$32.2K2026-11-04
Biltmore Family Office, LLC
UNCHANGED5,2455,24500%$313.1K$311.1K-$2.0K2026-11-03
Activest Wealth Management
DECREASED5,2255,348-123-2%$319.2K$309.9K-$9.3K2026-10-15
Insight Advisors, LLC/ PA
DECREASED5,2205,455-235-4%$325.6K$309.6K-$16.0K2026-10-22
Stanich Group LLC
DECREASED5,2135,216-30%$311.3K$309.2K-$2.2K2026-10-16
Accredited Investors Inc.
DECREASED5,1765,185-90%$309.5K$307.0K-$2.5K2026-11-03
TFB Advisors LLC
UNCHANGED5,1535,15300%$307.6K$305.6K-$2.0K2026-11-02
Villere ST Denis J & Co LLC
UNCHANGED5,1535,15300%$307.6K$305.6K-$2.0K2026-11-04
Beaumont Financial Advisors, LLC
NEW5,137—+5,137——$304.7K—2026-10-22
Capital Advisors, Ltd. LLC
DECREASED5,1295,508-379-7%$329$304-$252026-10-27
Weitzel Financial Services, Inc.
INCREASED5,1255,069+56+1%$298.8K$304.3K+$5.6K2026-10-16
Riverbend Wealth Management, LLC
INCREASED5,1235,098+25+0%$304.3K$303.9K-$4442026-10-15
Dudley Capital Management, LLC
UNCHANGED5,1115,11100%$305.1K$303.1K-$1.9K2026-10-23
Breachway Investments LLC
UNCHANGED5,1115,11100%$305.1K$303.1K-$1.9K2026-10-19
Landaas & Co
NEW5,109—+5,109——$303.0K—2026-10-29
EagleClaw Capital Managment, LLC
UNCHANGED5,0845,08400%$303.5K$301.5K-$1.9K2026-11-06
Tenet Wealth Partners, LLC
INCREASED5,0814,800+281+6%$279.5K$301.4K+$21.9K2026-10-19
Ballast Financial Advisors LLC
DECREASED5,0575,412-355-7%$323.1K$300.0K-$23.1K2026-10-26
Ejmk Ventures LLC
DECREASED5,0445,297-253-5%$316.2K$299.2K-$17.0K2026-10-21
Essential Partners LLC
INCREASED5,0275,018+9+0%$299.5K$298.2K-$1.4K2026-10-14
Capital Advisors Wealth Management, LLC
INCREASED5,0035,001+2+0%$298.5K$296.7K-$1.8K2026-10-09
Trifecta Capital Advisors, LLC
DECREASED5,0005,848-848-14%$349.1K$296.6K-$52.5K2026-10-21
Advisor OS, LLC
INCREASED4,9974,416+581+13%$263.6K$296.3K+$32.8K2026-11-03
Stokes Capital Advisors, LLC
NEW4,996—+4,996——$296.3K—2026-10-09
Orca Wealth Management, LLC
DECREASED4,9755,173-198-4%$308.8K$295.1K-$13.7K2026-10-14
JSF Financial, LLC
INCREASED4,9614,617+344+7%$275.6K$294.2K+$18.7K2026-10-22
PW Nova Financial Services LLC
DECREASED4,9596,025-1,066-18%$359.6K$294.1K-$65.5K2026-10-15
Haven Private, LLC
INCREASED4,9594,449+510+11%$265.6K$294.1K+$28.6K2026-10-27
Bulwark Capital Corp
INCREASED4,957833+4,124+495%$49.7K$294.0K+$244.3K2026-10-13
Woodside Wealth Management LLC
UNCHANGED4,9364,93600%$294.6K$292.8K-$1.9K2026-10-16
Retirement Planning Co of New England, Inc.
DECREASED4,9215,020-99-2%$299.6K$291.9K-$7.8K2026-10-15
Cooper Financial Group
DECREASED4,9155,002-87-2%$298.6K$291.5K-$7.1K2026-10-07
Harbor Investment Advisory, LLC
DECREASED4,9095,594-685-12%$333.9K$291.2K-$42.8K2026-10-13
RHS Financial, LLC
DECREASED4,8635,677-814-14%$338.9K$288.4K-$50.4K2026-10-13
Camden National Bank
INCREASED4,8594,771+88+2%$284.8K$288.2K+$3.4K2026-11-02
Quartz Partners, LLC
INCREASED4,8554,567+288+6%$272.6K$288.0K+$15.3K2026-11-03
Raleigh Capital Management Inc.
INCREASED4,8524,845+7+0%$289.2K$287.8K-$1.4K2026-10-28
AAF Wealth Management, LLC
UNCHANGED4,8404,84000%$288.9K$287.1K-$1.8K2026-10-28
Ceera Investments, LLC
DECREASED4,8359,265-4,430-48%$553.0K$286.8K-$266.3K2026-11-02
Vestia Personal Wealth Advisors
INCREASED4,8084,523+285+6%$270.0K$285.2K+$15.2K2026-10-20
LJI Wealth Management, LLC
DECREASED4,7985,819-1,021-18%$347.4K$284.5K-$62.8K2026-10-28
Shayne & Jacobs, LLC
UNCHANGED4,7764,77600%$285.1K$283.3K-$1.8K2026-10-21
Alkeme Wealth, LLC
INCREASED4,7613,584+1,177+33%$213.9K$282.4K+$68.4K2026-10-08
Equitable Trust Co
INCREASED4,7444,680+64+1%$279.3K$281.4K+$2.0K2026-10-13
Verus Financial Partners, Inc.
NEW4,738—+4,738——$281.0K—2026-10-29
John W. Brooker & Co., CPAs
INCREASED4,7324,680+52+1%$279.4K$280.7K+$1.3K2026-10-21
Oakworth Capital, Inc.
DECREASED4,7215,699-978-17%$339.9K$280.0K-$59.9K2026-10-26
Oak Barrel Wealth Advisory LLC
UNCHANGED4,7024,70200%$280.7K$278.9K-$1.8K2026-11-05
SteelPeak Wealth, LLC
NEW4,694—+4,694——$278.4K—2026-10-16
Corundum Group, Inc.
NEW4,683—+4,683——$277.7K—2026-10-28
First Merchants Corp
INCREASED4,6814,164+517+12%$248.5K$277.6K+$29.1K2026-10-15
Peterson Wealth Services
INCREASED4,6733,181+1,492+47%$189.9K$277.1K+$87.2K2026-10-26
Wealthcare Capital Management LLC
INCREASED4,6463,458+1,188+34%$206.4K$275.6K+$69.1K2026-10-21
AMG Asset Management Group, Inc.
DECREASED4,6198,209-3,590-44%$490.0K$274.0K-$216.0K2026-10-21
Good Harbor Advisors, Inc.
UNCHANGED4,6124,61200%$275.3K$273.5K-$1.8K2026-10-20
Pine Haven Investment Counsel, Inc
UNCHANGED4,6094,60900%$275.1K$273.4K-$1.8K2026-11-02
Seed Wealth Management, Inc.
DECREASED4,6005,550-950-17%$331.3K$272.8K-$58.5K2026-10-20
W Advisors, LLC
INCREASED4,5884,419+169+4%$263.8K$272.1K+$8.3K2026-11-02
Northbridge Financial Group, LLC
UNCHANGED4,5804,58000%$273.4K$277.7K+$4.3K2026-11-05
Pacific Sage Partners, LLC
UNCHANGED4,5704,57000%$272.8K$271.0K-$1.7K2026-10-21
JAG Capital Management, LLC
DECREASED4,5515,432-881-16%$324.2K$269.9K-$54.3K2026-11-06
Adirondack Trust Co
DECREASED4,5474,559-120%$272.1K$269.7K-$2.4K2026-10-14
Tennessee Valley Asset Management Partners
DECREASED4,5468,593-4,047-47%$513.0K$269.6K-$243.3K2026-11-03
Fiduciary Alliance LLC
DECREASED4,5467,386-2,840-38%$440.9K$269.6K-$171.2K2026-10-13
Anson Capital, Inc.
INCREASED4,5334,530+3+0%$270.4K$268.9K-$1.5K2026-10-23
Fortress Financial Group, LLC
INCREASED4,5243,640+884+24%$217.3K$268.3K+$51.1K2026-10-21
Fiduciary Family Office, LLC
UNCHANGED4,5174,51700%$269.6K$267.9K-$1.7K2026-11-04
Innovative Wealth Building LLC
NEW4,512—+4,512——$267.6K—2026-10-14
Burkett Financial Services, LLC
INCREASED4,5064,497+9+0%$268.5K$267.3K-$1.2K2026-10-01
Intesa Sanpaolo Wealth Management
INCREASED4,501438+4,063+928%$26.1K$267.0K+$240.8K2026-10-28
Physician Wealth Advisors, Inc.
INCREASED4,4904,444+46+1%$265.2K$266.3K+$1.1K2026-10-20
TFC Financial Management, Inc.
DECREASED4,4754,655-180-4%$277.8K$265.4K-$12.4K2026-10-26
Hengehold Capital Management LLC
INCREASED4,4634,429+34+1%$264.4K$264.7K+$3312026-10-16
Realta Investment Advisors
DECREASED4,4554,747-292-6%$283.3K$264.2K-$19.1K2026-10-14
JBR Co Financial Management Inc
DECREASED4,4484,733-285-6%$282.5K$263.4K-$19.1K2026-10-13
Worth Financial Advisory Group, LLC
INCREASED4,4154,407+8+0%$263.1K$261.9K-$1.2K2026-10-19
Archvest Wealth Advisors, Inc.
INCREASED4,4054,353+52+1%$259.8K$261.3K+$1.4K2026-10-29
Markowski Investments
DECREASED4,4034,449-46-1%$265.5K$261.1K-$4.4K2026-10-30
Fragasso Financial Advisors Inc
INCREASED4,3914,197+194+5%$250.5K$262.4K+$11.9K2026-10-13
Instrumental Wealth, LLC
INCREASED4,3674,362+5+0%$260.4K$259.0K-$1.3K2026-10-20
Lyell Wealth Management, LP
INCREASED4,3624,347+15+0%$259.5K$258.7K-$7622026-10-30
Birchbrook, Inc.
UNCHANGED4,3604,36000%$260.2K$258.6K-$1.7K2026-10-14
Avalon Capital Management
UNCHANGED4,3364,33600%$258.8K$257.2K-$1.6K2026-11-04
Leo Wealth, LLC
NEW4,316—+4,316——$256.0K—2026-10-26
First County Bank
INCREASED4,3133,525+788+22%$210.4K$255.8K+$45.4K2026-10-13
Texas Bank & Trust Co
UNCHANGED4,3114,31100%$257.3K$255.7K-$1.6K2026-11-04
Deroy & Devereaux Private Investment Counsel Inc
UNCHANGED4,3004,30000%$257.0K$255-$256.7K2026-10-26
Droms Strauss Advisors Inc
UNCHANGED4,2804,28000%$255.5K$253.8K-$1.6K2026-11-03
Five Pine Wealth Management
INCREASED4,2664,256+10+0%$254.0K$253.0K-$1.0K2026-10-20
WealthCare Investment Partners, LLC
NEW4,263—+4,263——$252.9K—2026-11-05
Cynosure Group, LLC
UNCHANGED4,2604,26000%$254.3K$252.7K-$1.6K2026-11-03
Adamsbrown Wealth Consultants LLC
INCREASED4,2513,828+423+11%$228.5K$252.1K+$23.6K2026-10-20
SC&H Financial Advisors, Inc.
INCREASED4,2434,240+3+0%$253.1K$251.7K-$1.4K2026-10-14
Uhlmann Price Securities, LLC
NEW4,225—+4,225——$250.6K—2026-11-03
Ahara Advisors LLC
INCREASED4,2254,008+217+5%$239.2K$250.6K+$11.4K2026-10-29
Navigate Wealth Management, LLC
INCREASED4,2214,155+66+2%$240.3K$252.3K+$11.9K2026-10-14
Byrne Asset Management LLC
UNCHANGED4,2104,21000%$251.3K$248.5K-$2.8K2026-10-06
Semitam Bonam LLC
INCREASED4,2094,171+38+1%$249.0K$249.6K+$6692026-10-27
First Pacific Financial
INCREASED4,1944,187+7+0%$249.9K$248.8K-$1.2K2026-10-14
Whalen Wealth Management Inc.
DECREASED4,1854,586-401-9%$273.7K$248.2K-$25.6K2026-10-08
Valtinson Bruner Financial Planning LLC
DECREASED4,1835,301-1,118-21%$316.4K$248.1K-$68.3K2026-11-02
Essential Planning, Llc.
DECREASED4,1804,536-356-8%$270.8K$247.9K-$22.9K2026-10-21
BankPlus Trust Department
UNCHANGED4,1734,17300%$249.1K$247.5K-$1.6K2026-11-06
WPG Advisers, LLC
DECREASED4,1644,492-328-7%$268.1K$247.0K-$21.2K2026-10-27
Gibraltar Capital Management, Inc.
DECREASED4,1555,455-1,300-24%$325.6K$246.4K-$79.2K2026-10-27
Midland Wealth Advisors, LLC
DECREASED4,1437,253-3,110-43%$432.9K$245.7K-$187.2K2026-10-26
Marathon Wealth Advisors LLC
INCREASED4,1214,067+54+1%$242.8K$244.4K+$1.6K2026-11-04
Mascoma Wealth Management LLC
INCREASED4,1053,766+339+9%$224.8K$243.5K+$18.7K2026-10-23
Great Waters Wealth Management
INCREASED4,0903,690+400+11%$220.3K$242.6K+$22.3K2026-10-07
Peak Wealth Management LLC
UNCHANGED4,0734,07300%$243.1K$237.3K-$5.9K2026-10-26
Pinnacle Wealth Planning Services, Inc.
DECREASED4,0664,251-185-4%$253.7K$241.2K-$12.6K2026-10-27
Invariant Investment Management
UNCHANGED4,0644,06400%$244.1K$242.1K-$2.1K2026-10-08
TrustBank
INCREASED4,0573,189+868+27%$190.4K$240.6K+$50.3K2026-10-20
Verity & Verity, LLC
NEW4,041—+4,041——$239.7K—2026-10-23
tru Independence LLC
NEW4,018—+4,018——$238.3K—2026-10-20
Onyx Bridge Wealth Group LLC
NEW4,004—+4,004——$237.5K—2026-10-16
VVR Holdings LLC
DECREASED3,95956,684-52,725-93%$3.4M$234.8K-$3.1M2026-10-19
Cypress Capital Group
UNCHANGED3,9443,94400%$235.4K$233.9K-$1.5K2026-11-03
Redhawk Wealth Advisors, Inc.
DECREASED3,9434,046-103-3%$241.5K$233.9K-$7.6K2026-10-14
Camelot Technology Advisors, Inc.
INCREASED3,9413,940+1+0%$235.2K$233.7K-$1.4K2026-10-09
Asempa Wealth Advisors
DECREASED3,9404,599-659-14%$274.5K$232.6K-$42.0K2026-10-07
Planning Strategies Inc.
INCREASED3,9353,875+60+2%$231.3K$233.4K+$2.1K2026-10-02
Cornerstone Wealth Group, LLC
INCREASED3,9323,548+384+11%$211.8K$233.2K+$21.4K2026-11-02
Ehrlich Financial Group
UNCHANGED3,9013,90100%$232.9K$231.4K-$1.5K2026-10-20
Bath Savings Trust Co
NEW3,895—+3,895——$231.0K—2026-10-07
Nottingham Advisors, Inc.
DECREASED3,8886,224-2,336-38%$360.6K$229.5K-$131.0K2026-10-29
Integrated Wealth Management
DECREASED3,8753,950-75-2%$235.8K$229.9K-$5.9K2026-10-19
WP Advisors, LLC
INCREASED3,8743,869+5+0%$230.9K$229.8K-$1.1K2026-10-22
Iams Wealth Management, LLC
INCREASED3,8633,782+81+2%$225.7K$229.1K+$3.4K2026-10-15
M Wealth Management, LLC
INCREASED3,8573,850+7+0%$229.8K$228.8K-$1.0K2026-10-14
Center For Asset Management LLC
DECREASED3,8544,016-162-4%$239.7K$228.6K-$11.1K2026-10-16
TCV Trust & Wealth Management, Inc.
DECREASED3,8417,911-4,070-51%$472.2K$227.8K-$244.4K2026-10-16
Security National Bank
INCREASED3,8303,004+826+28%$179.3K$227.2K+$47.8K2026-10-26
Independence Bank of Kentucky
UNCHANGED3,8073,80700%$227.2K$225.8K-$1.4K2026-10-26
XXI Wealth, LLC
INCREASED3,8003,765+35+1%$224.7K$225.4K+$6452026-10-22
Base Wealth Management LLC
NEW3,772—+3,772——$223.7K—2026-10-21
Canvas Wealth Advisors, LLC
DECREASED3,7493,827-78-2%$228.4K$212.2K-$16.2K2026-11-02
NWF Advisory Services Inc.
DECREASED3,7434,383-640-15%$261.6K$222.0K-$39.6K2026-10-19
Sensible Money, LLC
DECREASED3,7396,190-2,451-40%$369.5K$221.7K-$147.8K2026-10-20
Cordatus Wealth Management LLC
UNCHANGED3,7393,73900%$223.2K$221.8K-$1.4K2026-10-19
Skyline Advisors, Inc.
INCREASED3,7383,731+7+0%$222.7K$221.7K-$1.0K2026-11-03
Tompkins Financial Corp
UNCHANGED3,7253,72500%$222.3K$220.9K-$1.4K2026-10-05
Richards, Merrill & Peterson, Inc.
INCREASED3,7243,484+240+7%$208.0K$220.9K+$12.9K2026-10-19
Principle Wealth Partners LLC
INCREASED3,7173,409+308+9%$203.5K$220.5K+$17.0K2026-11-02
Blodgett Wealth Advisors, LLC
INCREASED3,7043,703+1+0%$221.0K$219.7K-$1.3K2026-10-23
Tactive Advisors, LLC
DECREASED3,7004,105-405-10%$245.1K$219.5K-$25.6K2026-10-08
Curtis Advisory Group, LLC
UNCHANGED3,6963,69600%$220.6K$219.2K-$1.4K2026-10-28
Parisi Gray Wealth Management
DECREASED3,6943,782-88-2%$225.8K$219.1K-$6.7K2026-10-16
Shum Financial Group, Inc.
INCREASED3,6743,641+33+1%$217.3K$217.9K+$5742026-10-13
SwitchPoint Financial Planning, LLC
UNCHANGED3,6743,67400%$219.3K$217.9K-$1.4K2026-11-02
Piscataqua Savings Bank
UNCHANGED3,6743,67400%$219.3K$217.9K-$1.4K2026-10-21
Weaver Consulting Group
INCREASED3,6553,477+178+5%$207.5K$216.8K+$9.2K2026-10-07
Independent Investors Inc
UNCHANGED3,6503,65000%$217.9K$216.5K-$1.4K2026-10-30
Christensen, King & Associates Investment Services, Inc.
DECREASED3,6463,684-38-1%$219.9K$216.2K-$3.7K2026-10-22
Sterling Investment Advisors LLC
INCREASED3,6303,629+1+0%$216.6K$215.3K-$1.3K2026-10-27
Parcion Private Wealth LLC
INCREASED3,6263,588+38+1%$214.2K$215.1K+$8902026-10-28
Culbertson A N & Co Inc
DECREASED3,6223,722-100-3%$222.2K$214.8K-$7.3K2026-10-21
Cardinal Point Capital Management ULC
DECREASED3,6214,295-674-16%$256.4K$214.8K-$41.6K2026-10-21
Hardworking Capital Advisors, LLC
NEW3,619—+3,619——$214.6K—2026-10-20
Cove Private Wealth, LLC
NEW3,609—+3,609——$214.1K—2026-10-28
Collaborative Wealth Managment Inc.
DECREASED3,6003,787-187-5%$226.0K$213.5K-$12.5K2026-11-06
MPS Loria Financial Planners, LLC
INCREASED3,5813,574+7+0%$213.3K$212.4K-$9632026-10-14
Amundi
UNCHANGED3,5653,56500%$212.8K$211.4K-$1.4K2026-11-06
Evolution Wealth Management Inc.
INCREASED3,5552,305+1,250+54%$137.6K$210.8K+$73.3K2026-10-28
Financial Partners Group, Inc
NEW3,548—+3,548——$210.4K—2026-10-19
Mccarter Private Wealth Services LLC
NEW3,536—+3,536——$209.7K—2026-10-22
Coquina Private Wealth LLC
DECREASED3,5244,549-1,025-23%$271.5K$209.0K-$62.5K2026-10-27
Beacon Bank & Trust
UNCHANGED3,5073,50700%$209.3K$208.0K-$1.3K2026-10-27
Freedom Day Solutions, LLC
UNCHANGED3,5043,50400%$209.1K$207.8K-$1.3K2026-10-20
Acorn Financial Advisory Services Inc
NEW3,499—+3,499——$207.5K—2026-11-02
Sentinel Pension Advisors, LLC
NEW3,498—+3,498——$207.5K—2026-11-02
BostonPremier Wealth LLC
NEW3,498—+3,498——$207.5K—2026-10-16
Ignite Planners, LLC
DECREASED3,4983,748-250-7%$223.7K$207.5K-$16.2K2026-10-14
XML Financial, LLC
NEW3,496—+3,496——$207.4K—2026-10-29
Sunburst Financial Group, LLC
DECREASED3,4943,756-262-7%$224.2K$207.2K-$17.0K2026-10-09
Uptick Partners, LLC
NEW3,492—+3,492——$207.1K—2026-11-04
Eagle Global Advisors LLC
UNCHANGED3,4753,47500%$207.4K$206.1K-$1.3K2026-11-02
Integral Investment Advisors, Inc.
DECREASED3,4625,862-2,400-41%$349.9K$205.3K-$144.6K2026-11-03
Virtue Capital Management, LLC
DECREASED3,4614,669-1,208-26%$278.7K$205.3K-$73.4K2026-10-29
Barnes Dennig Private Wealth Management LLC
INCREASED3,4543,206+248+8%$191.4K$204.8K+$13.5K2026-10-30
Wincap Financial LLC
DECREASED3,4543,661-207-6%$218.5K$204.8K-$13.7K2026-10-20
Cpwa, LLC
NEW3,453—+3,453——$206.3K—2026-11-04
Lewis Asset Management, LLC
NEW3,445—+3,445——$204.3K—2026-10-14
Integrity Wealth Partners, LLC
NEW3,437—+3,437——$203.8K—2026-10-14
Allegheny Financial Group
INCREASED3,4203,369+51+2%$201.1K$202.9K+$1.8K2026-11-05
Elevatus Welath Management
NEW3,413—+3,413——$202.4K—2026-10-19
ARQ Wealth Advisors, LLC
DECREASED3,4083,432-24-1%$201.9K$202.1K+$2892026-10-29
Bennett Selby Investments LP
NEW3,396—+3,396——$201.4K—2026-10-19
Tucker Asset Management LLC
INCREASED3,3853,140+245+8%$187.4K$200.8K+$13.3K2026-10-29
Omega Financial Group, LLC
DECREASED3,3843,389-50%$202.3K$200.7K-$1.6K2026-10-29
JGP Wealth Management, LLC
DECREASED3,3743,385-110%$202.0K$200.1K-$2.0K2026-10-13
Focused Alpha, LLC
UNCHANGED3,3723,37200%$201.3K$200.0K-$1.3K2026-10-20
USA Financial Formulas
NEW3,371—+3,371——$199.9K—2026-10-16
Kennebec Savings Bank
UNCHANGED3,2693,26900%$195.1K$193.9K-$1.2K2026-10-22
Security Benefit Life Insurance Co
DECREASED3,20019,600-16,400-84%$1.2M$189.8K-$980.1K2026-11-05
Addison Advisors LLC
DECREASED2,9312,984-53-2%$178.1K$173.8K-$4.3K2026-11-06
Go Invest LLC
INCREASED2,8181,737+1,081+62%$103.7K$167.1K+$63.5K2026-10-09
Winch Advisory Services, LLC
INCREASED2,7872,785+2+0%$166.2K$165.3K-$8982026-11-06
Financial Freedom, LLC
NEW2,768—+2,768——$164.1K—2026-11-06
CKW Financial Group
UNCHANGED2,7562,75600%$163.0K$163-$162.8K2026-10-29
Evensky & Katz LLC
INCREASED2,7432,485+258+10%$148.0K$163-$147.8K2026-10-27
Triumph Capital Management
INCREASED2,6852,684+1+0%$160.2K$159.2K-$9612026-10-14
Versant Capital Management, Inc
INCREASED2,6352,634+1+0%$157.2K$156.3K-$9522026-10-02
Ashurst Perkins Coie Trust Co
UNCHANGED2,5882,58800%$154.5K$153.5K-$9582026-10-15
Noble Wealth Management PBC
DECREASED2,5722,972-400-13%$177.4K$152.5K-$24.9K2026-10-01
Armstrong Advisory Group, Inc
UNCHANGED2,5562,55600%$152.6K$151.6K-$9712026-10-09
Coston, McIsaac & Partners
UNCHANGED2,4482,44800%$146.0K$145.2K-$8102026-11-06
Signature Equity Partners, LLC
INCREASED2,406601+1,805+300%$35.9K$142.7K+$106.8K2026-10-29
GK Wealth Management LLC
DECREASED2,3695,857-3,488-60%$349.6K$140.5K-$209.2K2026-10-09
Prudent Man Investment Management, Inc.
INCREASED2,33638+2,298+6047%$2.0K$138.5K+$136.5K2026-11-03
Dhjj Financial Advisors, Ltd.
DECREASED2,3082,416-108-4%$144.2K$136.9K-$7.3K2026-10-23
Foster Dykema Cabot & Partners, LLC
UNCHANGED2,3032,30300%$137.5K$136.6K-$8752026-10-30
Key Capital Management, Inc
INCREASED2,279160+2,119+1324%$9.6K$135.2K+$125.6K2026-11-03
Signature Resources Capital Management, LLC
INCREASED2,2421,802+440+24%$107.6K$133.0K+$25.4K2026-10-16
10Elms LLP
INCREASED2,2162,033+183+9%$121.4K$131.5K+$10.1K2026-11-06
Loring Wolcott & Coolidge Fiduciary Advisors LLP
INCREASED2,1111,986+125+6%$118.5K$125.2K+$6.7K2026-10-23
Moisand Fitzgerald Tamayo, LLC
INCREASED2,0871,966+121+6%$117.4K$123.8K+$6.4K2026-10-15
Owl Creek Wealth Partners LLC
INCREASED2,0802,077+3+0%$124.0K$123.4K-$5592026-10-20
Cdkv Holdings LLC
UNCHANGED2,0402,04000%$121.8K$121.0K-$7752026-10-28
Pioneer Family Office, LLC
UNCHANGED2,0072,00700%$119.8K$119.0K-$7632026-10-30
Pacifica Partners Inc.
INCREASED1,9931,992+1+0%$117.6K$117.7K+$752026-10-09
Provenance Wealth Advisors, LLC
INCREASED1,9551,083+872+81%$64.6K$115.9K+$51.3K2026-10-30
Robbins Farley
DECREASED1,9542,004-50-2%$119.6K$115.9K-$3.7K2026-10-21
Main Street Group, LTD
INCREASED1,9451,943+2+0%$116.0K$115.4K-$5752026-10-28
Investors Research Corp
DECREASED1,8222,344-522-22%$139.9K$108.1K-$31.9K2026-10-07
Global Trust Asset Management, LLC
UNCHANGED1,8181,81800%$108.5K$107.8K-$6902026-10-19
Hoey Investments, Inc
DECREASED1,8121,848-36-2%$110.3K$107.5K-$2.8K2026-10-29
Valley National Advisers Inc
UNCHANGED1,7421,74200%$104.0K$103.3K-$6612026-10-23
Financial Network Wealth Advisors LLC
INCREASED1,5831,582+1+0%$94.4K$93.9K-$5162026-10-28
High Note Wealth, LLC
UNCHANGED1,5341,53400%$91.6K$91.0K-$5822026-10-27
Register Financial Advisors LLC
INCREASED1,5161,493+23+2%$89.1K$89.9K+$8232026-10-23
Adkins Seale Capital Management LLC
INCREASED1,5011,474+27+2%$88.0K$89.0K+$1.0K2026-10-27
Barings LLC
NEW1,500—+1,500——$89.4K—2026-10-22
Pittenger & Anderson Inc
DECREASED1,5001,524-24-2%$91.0K$89.0K-$2.0K2026-11-02
First Command Advisory Services, Inc.
INCREASED1,452110+1,342+1220%$6.6K$86.1K+$79.6K2026-11-05
Mainstream Capital Management LLC
NEW1,451—+1,451——$86.1K—2026-10-23
Western Pacific Wealth Management, LP
UNCHANGED1,4271,42700%$85.2K$84.7K-$5432026-10-16
Balance Wealth Partners LLC
NEW1,354—+1,354——$80.3K—2026-10-27
Concord Wealth Partners
UNCHANGED1,3511,35100%$80.7K$80.2K-$5052026-11-02
Kroeger Financial Partners
UNCHANGED1,2921,29200%$77.1K$76.6K-$4902026-10-19
Sima Wealth Partners, LLC
UNCHANGED1,2731,27300%$76.0K$75.5K-$4842026-10-19
Cornerstone National Bank & Trust Co
INCREASED1,269977+292+30%$57.9K$74.9K+$17.1K2026-10-20
MidAtlantic Capital Management, Inc.
NEW1,238—+1,238——$73.4K—2026-11-05
MTM Investment Management, LLC
INCREASED1,1901,158+32+3%$69.1K$70.6K+$1.5K2026-10-30
Guardian Partners Inc.
DECREASED1,1861,386-200-14%$82.7K$70.3K-$12.4K2026-10-21
MilWealth Group LLC
INCREASED1,1721,032+140+14%$61.6K$69.5K+$7.9K2026-11-02
Thompson Investment Management, Inc.
UNCHANGED1,1441,14400%$68.3K$67.9K-$4342026-10-14
Sunrise Financial Services, LLC
DECREASED1,0951,204-109-9%$71.9K$64.9K-$6.9K2026-10-21
RMG Wealth Management LLC
UNCHANGED1,0931,09300%$66.0K$62.1K-$4.0K2026-10-26
Heritage Family Offices, LLP
NEW1,068—+1,068——$63.3K—2026-11-02
Birch Financial Group, LLC
NEW1,067—+1,067——$63.3K—2026-10-27
Financial Consulate, Inc
DECREASED1,0471,088-41-4%$64.9K$62.1K-$2.9K2026-10-23
Nova Financial LLC
NEW1,029—+1,029——$61.0K—2026-11-04
Mycio Wealth Partners, LLC
UNCHANGED1,0001,00000%$59.7K$59.3K-$3802026-11-04
Plante Moran Financial Advisors, LLC
DECREASED9631,999-1,036-52%$119.3K$57.1K-$62.2K2026-11-04
Rudd Co d/b/a Styre Wealth
NEW950—+950——$55.1K—2026-10-29
Mowery & Schoenfeld Wealth Management, LLC
INCREASED931930+1+0%$55.5K$55.2K-$3042026-10-28
Financial Management Professionals, Inc.
UNCHANGED90190100%$53.8K$53.4K-$3432026-10-23
Kingdom Financial Group Llc.
INCREASED868269+599+223%$16.0K$51.5K+$35.4K2026-11-04
Ares Financial Consulting, LLC
INCREASED840839+1+0%$50.1K$49.8K-$2592026-10-19
North Point Portfolio Managers Corp
NEW835—+835——$49.5K—2026-10-07
Bullock Wealth Management Group
UNCHANGED83183100%$49.2K$49.1K-$1582026-10-09
Polaris Financial Partners
NEW828—+828——$49—2026-10-02
Advantage Trust Co
UNCHANGED82082000%$48.9K$48.6K-$3122026-10-19
Clark Wealth Partners
UNCHANGED81681600%$48.7K$48.4K-$3112026-10-19
Mosley Wealth Management
DECREASED800807-7-1%$48.2K$47.0K-$1.2K2026-10-16
Tsfg, LLC
DECREASED7891,507-718-48%$90.0K$47-$90.0K2026-10-23
First United Bank & Trust
UNCHANGED78778700%$47.0K$46.7K-$2992026-10-22
Fairscale Capital, LLC
UNCHANGED76776700%$45.8K$42.6K-$3.2K2026-11-04
Transce3nd, LLC
INCREASED756157+599+382%$9.4K$44.0K+$34.6K2026-10-26
Beacon Financial Strategies Corp
INCREASED74759+688+1166%$3.5K$44.3K+$40.8K2026-10-14
Tradewinds Capital Management, LLC
DECREASED713845-132-16%$50.5K$42.3K-$8.2K2026-10-23
Boyd Watterson Asset Management LLC
UNCHANGED70070000%$41.8K$41.5K-$2662026-11-06
Mondrian Investment Partners LTD
DECREASED6803,014-2,334-77%$179.9K$39.5K-$140.4K2026-10-23
SYM Financial Corp
DECREASED680692-12-2%$41.3K$40.3K-$9742026-10-26
Clayton Financial Group LLC
NEW653—+653——$38.7K—2026-10-13
Nemes Rush Group LLC
INCREASED647580+67+12%$34.6K$38.4K+$3.7K2026-11-04
Frisco Financial Planning LLC
INCREASED647646+1+0%$38.6K$38.4K-$1742026-10-05
Investment Research & Advisory Group, Inc.
UNCHANGED63363300%$37.8K$37.5K-$2412026-10-19
Edgemoor Investment Advisors, Inc.
NEW632—+632——$37.5K—2026-11-03
Blueline Advisors LLC
DECREASED618676-58-9%$40.4K$36.6K-$3.7K2026-10-15
Kozak & Associates, Inc.
DECREASED618653-35-5%$38.6K$35.2K-$3.4K2026-10-29
Atwood & Palmer Inc
UNCHANGED61761700%$36.8K$36.6K-$2342026-10-08
Harbor Asset Planning, Inc.
INCREASED586583+3+1%$34.8K$34.7K-$1572026-10-23
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED5833,341-2,758-83%$199.4K$34.6K-$164.8K2026-10-14
Smallwood Wealth Investment Management, LLC
DECREASED578599-21-4%$35.8K$34.3K-$1.5K2026-10-30
GHP Investment Advisors, Inc.
UNCHANGED56656600%$33.8K$33.5K-$2122026-10-15
GGM Financial LLC
INCREASED546416+130+31%$24.8K$32.4K+$7.6K2026-11-05
Elevate Wealth Advisory, Inc
INCREASED532516+16+3%$30.8K$31.6K+$7532026-10-29
Pacific Center for Financial Services
UNCHANGED52652600%$31.4K$31.2K-$1992026-10-15
Hara Capital LLC
UNCHANGED48048000%$28.7K$28.5K-$1822026-10-30
Hager Investment Management Services, LLC
INCREASED477475+2+0%$28.4K$28.3K-$622026-11-04
Ulland Investment Advisors, LLC
UNCHANGED46646600%$28$28$02026-10-13
Wilkerson Advisory Group LLC
INCREASED457398+59+15%$23.8K$27.1K+$3.3K2026-10-20
Southern Michigan Bank & Trust
UNCHANGED45245200%$27.0K$26.8K-$1722026-10-19
SJS Investment Consulting Inc.
INCREASED45066+384+582%$3.9K$26.7K+$22.7K2026-10-26
Quest 10 Wealth Builders, Inc.
UNCHANGED43543500%$26.0K$25.8K-$1652026-11-02
Nexus Investment Management ULC
UNCHANGED42542500%$25.4K$25.2K-$1612026-10-27
Elevation Wealth Partners, LLC
UNCHANGED41441400%$24.7K$24.6K-$1572026-10-07
Frankly Finances, LLC
UNCHANGED41141100%$24.5K$24.4K-$1572026-10-28
Elyxium Wealth, LLC
NEW400—+400——$23.7K—2026-10-27
Acima Private Wealth, LLC
UNCHANGED36536500%$21.8K$21.6K-$1392026-10-05
Collier Financial
UNCHANGED36036000%$21.5K$21.4K-$1232026-11-06
Valued Wealth Advisors LLC
NEW323—+323——$19.2K—2026-11-05
Friedenthal Financial
INCREASED31564+251+392%$3.8K$18.7K+$14.9K2026-10-27
Godsey & Gibb, Inc
DECREASED311351-40-11%$21.0K$18.4K-$2.5K2026-10-14
Nfsg Corp
DECREASED311344-33-10%$20.5K$18.5K-$2.1K2026-10-15
Sfam, LLC
UNCHANGED30030000%$17.9K$17.8K-$1142026-11-03
Community Financial Services Group, LLC
INCREASED299126+173+137%$7.5K$17.7K+$10.2K2026-10-15
DiNuzzo Private Wealth, Inc.
UNCHANGED29029000%$17.3K$17.2K-$1112026-10-16
Toth Financial Advisory Corp
UNCHANGED26926900%$16.1K$16.0K-$1022026-10-08
True Wealth Design, LLC
UNCHANGED26026000%$15.5K$15.4K-$992026-10-13
Roxbury Financial LLC
UNCHANGED24924900%$14.9K$14.8K-$792026-10-01
Rakuten Securities, Inc.
DECREASED248256-8-3%$15.3K$14.7K-$5722026-11-02
POM Investment Strategies, LLC
NEW241—+241——$14.3K—2026-10-20
Creative Capital Management Investments LLC
UNCHANGED23823800%$14.2K$14.1K-$902026-10-28
Costello Asset Management, Inc
DECREASED236815-579-71%$48.7K$14.0K-$34.6K2026-10-30
Grey Ledge Advisors, LLC
INCREASED224207+17+8%$12.3K$13.3K+$9442026-11-02
Strengthening Families & Communities, LLC
INCREASED222221+1+0%$13.2K$13.1K-$592026-10-21
Brown, Lisle Ings, Inc.
INCREASED209173+36+21%$10.3K$12.4K+$2.1K2026-10-16
Laurel Wealth Advisors LLC
NEW193—+193——$11.4K—2026-10-27
Kelleher Financial Advisors
INCREASED155148+7+5%$8.8K$9.2K+$3452026-10-30
Dorato Capital Management
UNCHANGED15015000%$9.0K$9.0K-$62026-10-08
Bare Financial Services, Inc
UNCHANGED14914900%$8.9K$8.8K-$572026-11-04
Winthrop Capital Management, LLC
UNCHANGED14814800%$9$8.8K+$8.8K2026-11-05
Montgomery Financial Services LLC
INCREASED134108+26+24%$6.4K$7.9K+$1.5K2026-11-03
PFS Partners, LLC
UNCHANGED12612600%$7.5K$7.5K-$372026-10-21
Richardson Capital Management LLC
UNCHANGED12512500%$7.5K$7.4K-$472026-10-23
Blume Capital Management, Inc.
UNCHANGED12412400%$7.4K$7.4K-$472026-10-26
1620 Investment Advisors, Inc.
DECREASED119169-50-30%$10.1K$7.1K-$3.0K2026-11-04
Contravisory Investment Management, Inc.
NEW103—+103——$6.1K—2026-10-13
Comprehensive Financial Planning, Inc.
UNCHANGED999900%$5.9K$5.9K-$382026-10-27
Advocate Investing Services LLC
UNCHANGED969600%$5.7K$5.7K-$362026-10-26
Navigoe, LLC
INCREASED9594+1+1%$5$5$02026-11-04
Portfolio Resources Advisor Group, Inc.
UNCHANGED959500%$5.7K$5.6K-$372026-10-20
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED929200%$5.5K$5.5K-$342026-10-28
Tounjian Advisory Partners, LLC
NEW90—+90——$5.3K—2026-11-04
GoalVest Advisory LLC
NEW84—+84——$5.0K—2026-10-02
Highline Wealth Partners LLC
INCREASED6463+1+2%$3.8K$3.8K-$172026-10-19
Chapman Financial Group, LLC
UNCHANGED505000%$3.0K$3.0K-$192026-10-26
Gables Capital Management Inc.
UNCHANGED464600%$2.7K$2.7K-$182026-11-04
Hilton Head Capital Partners, LLC
UNCHANGED464600%$2.7K$2.7K-$182026-10-23
Birchwood Financial Partners, Inc.
DECREASED4470-26-37%$4.2K$2.6K-$1.6K2026-11-02
Horizon Financial Services, LLC
DECREASED3785-48-56%$5.1K$2.2K-$2.9K2026-11-04
Networth Advisors, LLC
DECREASED36169-133-79%$10.1K$2.1K-$8.0K2026-11-03
Family Capital Trust Co
UNCHANGED363600%$2.1K$2.1K-$132026-10-22
Bradley & Co. Private Wealth Management, LLC
UNCHANGED363600%$2.1K$2.1K-$132026-10-23
Daiwa Securities Group Inc.
UNCHANGED333300%$2.0K$2.0K-$132026-10-29
Wolff Wiese Magana LLC
INCREASED2720+7+35%$1.2K$1.6K+$4082026-10-15
West Branch Capital LLC
UNCHANGED232300%$1.4K$1.4K-$82026-10-20
Vermillion Wealth Management, Inc.
DECREASED22752-730-97%$44.9K$1.3K-$43.6K2026-10-26
Quaker Wealth Management, LLC
UNCHANGED222200%$1.3K$1.3K-$92026-10-22
Citizens National Bank Trust Department
UNCHANGED181800%$1.1K$1.1K-$62026-11-04
Lloyd Advisory Services, Llc.
UNCHANGED161600%$941$935-$62026-11-02
Essential Investment Partners LLC
UNCHANGED151500%$895$890-$52026-10-27
RHL Group, LLC
UNCHANGED101000%$600$593-$72026-11-04
Monetary Solutions, Ltd
UNCHANGED8800%$478$474-$42026-10-22
Wealth Analytics Partners, LLC
NEW0—0——$3—2026-10-19
Prairie Wealth Advisors, Inc.
NEW0—0——$230.1K—2026-10-29
Foresight Capital Management Advisors, Inc.
NEW0—0——$28—2026-10-27
Cedar Point Capital Partners, LLC
CLOSED0128,631-128,631-100%$7.7M$0-$7.7M2026-10-29
Newport Capital Group, LLC
CLOSED085,296-85,296-100%$5.1M$0-$5.1M2026-10-16
Green Ridge Wealth Planning LLC
CLOSED067,463-67,463-100%$4.0M$0-$4.0M2026-10-08
TBH Global Asset Management, LLC
CLOSED035,910-35,910-100%$2.1M$0-$2.1M2026-11-03
Fiduciary Advisors, Inc.
CLOSED031,700-31,700-100%$1.9M$0-$1.9M2026-10-16
Sunesis Advisors, LLC
CLOSED025,195-25,195-100%$1.5M$0-$1.5M2026-10-26
Everett Harris & Co
CLOSED016,100-16,100-100%$961.0K$0-$961.0K2026-10-28
Advisortrust Partners, LLC
CLOSED011,010-11,010-100%$657.2K$0-$657.2K2026-11-02
Sterling Capital Management LLC
CLOSED010,709-10,709-100%$639.2K$0-$639.2K2026-10-22
Smith Salley Wealth Management
CLOSED09,274-9,274-100%$553.6K$0-$553.6K2026-11-03
Harmony Asset Management LLC
CLOSED08,641-8,641-100%$515.8K$0-$515.8K2026-10-20
Capital City Trust Co
CLOSED08,250-8,250-100%$492.4K$0-$492.4K2026-10-22
OceanIQ Capital, LLC
CLOSED08,000-8,000-100%$481.0K$0-$481.0K2026-10-19
Dana Investment Advisors, Inc.
CLOSED07,606-7,606-100%$454.0K$0-$454.0K2026-11-06
Madrona Financial Services, LLC
CLOSED06,442-6,442-100%$384.5K$0-$384.5K2026-10-23
Lee Financial Co
CLOSED06,146-6,146-100%$366.9K$0-$366.9K2026-10-16
Harpswell Capital Advisors, LLC
CLOSED05,884-5,884-100%$351.2K$0-$351.2K2026-10-09
Calamos Wealth Management LLC
CLOSED05,574-5,574-100%$332.7K$0-$332.7K2026-11-02
BluePrint Investing LLC
CLOSED05,431-5,431-100%$324.2K$0-$324.2K2026-10-14
PCG Asset Management, LLC
CLOSED05,015-5,015-100%$299.3K$0-$299.3K2026-11-05
Sunpointe, LLC
CLOSED04,939-4,939-100%$294.8K$0-$294.8K2026-10-22
Amplius Wealth Advisors, LLC
CLOSED04,924-4,924-100%$293.9K$0-$293.9K2026-10-20
Redmond Asset Management, LLC
CLOSED04,773-4,773-100%$284.9K$0-$284.9K2026-10-27
FDx Advisors, Inc.
CLOSED04,417-4,417-100%$264.0K$0-$264.0K2026-11-05
Smith Chas P & Associates PA Cpas
CLOSED03,784-3,784-100%$225.9K$0-$225.9K2026-10-22
LS Investment Advisors, LLC
CLOSED03,777-3,777-100%$225.4K$0-$225.4K2026-10-13
Retirement Solution LLC
CLOSED03,618-3,618-100%$216.0K$0-$216.0K2026-10-27
JB Capital LLC
CLOSED03,424-3,424-100%$204.4K$0-$204.4K2026-10-19
Inman Jager Wealth Management, LLC
CLOSED03,408-3,408-100%$203.4K$0-$203.4K2026-11-05
Power Wealth Management LLC
CLOSED03,401-3,401-100%$203.0K$0-$203.0K2026-10-27
Tull Financial Group, Inc.
CLOSED03,371-3,371-100%$201.2K$0-$201.2K2026-11-05
Salem Investment Counselors Inc
CLOSED02,752-2,752-100%$164.3K$0-$164.3K2026-10-13
Strategic Wealth Advisors LLC
CLOSED02,285-2,285-100%$122$0-$1222026-11-06
Wellington Grp LLC
CLOSED02,238-2,238-100%$121.0K$0-$121.0K2026-11-06
LifeSteps Financial, Inc.
CLOSED01,757-1,757-100%$104.9K$0-$104.9K2026-10-15
Y.D. More Investments Ltd
CLOSED0896-896-100%$53.4K$0-$53.4K2026-11-02
Merrithew & Thorsten Inc
CLOSED0362-362-100%$21$0-$212026-11-06
Spectrum Wealth Advisory Group, LLC
CLOSED0317-317-100%$18.9K$0-$18.9K2026-10-29
Provident Wealth Management, LLC
CLOSED0177-177-100%$10.6K$0-$10.6K2026-10-20
American National Bank & Trust
CLOSED0100-100-100%$6.0K$0-$6.0K2026-10-07
Founders Capital Management
CLOSED074-74-100%$4.4K$0-$4.4K2026-10-13
CGC Financial Services, LLC
CLOSED061-61-100%$3.6K$0-$3.6K2026-10-13
NorthAvenue LLC
CLOSED054-54-100%$3.2K$0-$3.2K2026-10-29
Solstein Capital, LLC
CLOSED012-12-100%$733$0-$7332026-11-02
Bank of America Corp
N/A—154,196,277-154,196,277-100%$9.2B———
Northwestern Mutual Wealth Management Co
N/A—77,649,601-77,649,601-100%$4.6B———
Vanguard Global Advisers, LLC
N/A—56,892,979-56,892,979-100%$3.4B———
Morgan Stanley
N/A—55,839,057-55,839,057-100%$3.3B———
Betterment LLC
N/A—53,881,853-53,881,853-100%$3.2B———
Northern Trust Corp
N/A—48,574,319-48,574,319-100%$2.9B———
Wealthfront Advisers LLC
N/A—46,521,161-46,521,161-100%$2.8B———
Wells Fargo & Company
N/A—41,004,690-41,004,690-100%$2.4B———
Envestnet Asset Management Inc
N/A—40,194,652-40,194,652-100%$2.4B———
WIT, LLC
N/A—38,637,529-38,637,529-100%$2.3B———
Empower Advisory Group, LLC
N/A—35,767,193-35,767,193-100%$2.1B———
Financial Engines Advisors L.L.C.
N/A—34,713,916-34,713,916-100%$2.1B———
Vanguard Investments Australia, Ltd.
N/A—23,275,557-23,275,557-100%$1.4B———
UBS Group AG
N/A—21,424,092-21,424,092-100%$1.3B———
Mercer Global Advisors Inc
N/A—16,554,553-16,554,553-100%$988.1M———
Royal Bank of Canada
N/A—15,727,077-15,727,077-100%$938.7M———
JPMorgan Chase & Co
N/A—15,178,994-15,178,994-100%$898.3M———
Goldman Sachs Group Inc
N/A—14,493,736-14,493,736-100%$865.1M———
Mariner, LLC
N/A—14,143,575-14,143,575-100%$844.1M———
Ameriprise Financial Inc
N/A—12,893,649-12,893,649-100%$775.7M———
Vanguard Capital Management LLC
N/A—12,737,296-12,737,296-100%$760.3M———
SEI Investments Co
N/A—11,412,104-11,412,104-100%$681.2M———
South Dakota Investment Council
N/A—10,336,538-10,336,538-100%$617.0M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—7,814,885-7,814,885-100%$466.5M———
Baird Financial Group, Inc.
N/A—7,517,951-7,517,951-100%$448.7M———
Raymond James Financial Inc
N/A—7,237,742-7,237,742-100%$432.0M———
HighTower Advisors, LLC
N/A—6,857,688-6,857,688-100%$409.3M———
Jasper Ridge Partners, L.P.
N/A—6,296,257-6,296,257-100%$375.8M———
EP Wealth Advisors, LLC
N/A—6,231,229-6,231,229-100%$371.9M———
MAI Capital Management
N/A—5,797,638-5,797,638-100%$346.1M———
Elm Partners Management LLC
N/A—5,784,057-5,784,057-100%$345.3M———
Stifel Financial Corp
N/A—5,347,891-5,347,891-100%$319.2M———
Jones Financial Companies Lllp
N/A—5,276,639-5,276,639-100%$311.6M———
Wealthspire Advisors, LLC
N/A—5,198,174-5,198,174-100%$310.3M———
Cetera Investment Advisers
N/A—5,010,389-5,010,389-100%$299.1M———
Cerity Partners LLC
N/A—4,827,719-4,827,719-100%$273.0M———
RWA Wealth Partners, LLC
N/A—4,661,139-4,661,139-100%$278.2M———
BlackRock, Inc.
N/A—4,559,712-4,559,712-100%$272.2M———
CIBC Bancorp USA Inc.
N/A—3,809,821-3,809,821-100%$227.3M———
Focus Partners Wealth
N/A—3,800,283-3,800,283-100%$226.8M———
SCS Capital Management LLC
N/A—3,598,204-3,598,204-100%$214.8M———
Bridges Investment Management Inc
N/A—3,479,278-3,479,278-100%$207.7M———
MML Investors Services, LLC
N/A—3,455,905-3,455,905-100%$206.3M———
Bank of Montreal
N/A—3,384,214-3,384,214-100%$202.0M———
Osaic Holdings, Inc.
N/A—3,268,636-3,268,636-100%$195.2M———
Rockefeller Capital Management L.P.
N/A—3,121,015-3,121,015-100%$186.3M———
Cambridge Associates LLC
N/A—3,083,657-3,083,657-100%$184.1M———
Manufacturers Life Insurance Company, the
N/A—3,050,055-3,050,055-100%$171.1M———
Nepc LLC
N/A—3,017,415-3,017,415-100%$180.1M———
Huntington National Bank
N/A—2,956,906-2,956,906-100%$176.5M———
JMG Financial Group, Ltd.
N/A—2,898,490-2,898,490-100%$173.0M———
Ballentine Partners, LLC
N/A—2,831,907-2,831,907-100%$169.0M———
Bridgewater Associates, LP
N/A—2,746,819-2,746,819-100%$164.0M———
M&T Bank Corp
N/A—2,442,871-2,442,871-100%$145.8M———
Pure Financial Advisors, LLC
N/A—2,420,043-2,420,043-100%$144.5M———
Sand Hill Global Advisors, LLC
N/A—2,419,156-2,419,156-100%$144.4M———
SBI Okasan Asset Management Co.Ltd.
N/A—2,390,940-2,390,940-100%$141.5M———
Alliancebernstein L.P.
N/A—2,358,858-2,358,858-100%$127.5M———
Lincoln National Corp
N/A—2,244,009-2,244,009-100%$133.9M———
Janney Montgomery Scott LLC
N/A—2,115,465-2,115,465-100%$126.3M———
Pathstone Holdings, LLC
N/A—1,993,405-1,993,405-100%$119.0M———
FMR LLC
N/A—1,983,265-1,983,265-100%$118.4M———
Cbiz Investment Advisory Services, LLC
N/A—1,975,017-1,975,017-100%$106.7M———
Beacon Pointe Advisors, LLC
N/A—1,944,050-1,944,050-100%$116.0M———
Laird Norton Wetherby Trust Company, LLC
N/A—1,882,546-1,882,546-100%$112.4M———
Summit Trail Advisors, LLC
N/A—1,867,688-1,867,688-100%$111.5M———
Bessemer Group Inc
N/A—1,783,878-1,783,878-100%$106.5M———
Composition Wealth, LLC
N/A—1,778,058-1,778,058-100%$106.1M———
Freestone Capital Holdings, LLC
N/A—1,772,775-1,772,775-100%$105.8M———
Voya Investment Management LLC
N/A—1,744,133-1,744,133-100%$104.1M———
Cresset Asset Management, LLC
N/A—1,730,730-1,730,730-100%$103.3M———
Peapack Gladstone Financial Corp
N/A—1,633,040-1,633,040-100%$97.5M———
Sumitomo Life Insurance Co
N/A—1,554,566-1,554,566-100%$92.8M———
Empowered Funds, LLC
N/A—1,537,403-1,537,403-100%$91.8M———
Westerkirk Capital Inc.
N/A—1,476,133-1,476,133-100%$88.1M———
Ally Invest Advisors Inc.
N/A—1,429,618-1,429,618-100%$85.3M———
Brown Advisory Inc
N/A—1,374,566-1,374,566-100%$82.0M———
Captrust Financial Advisors
N/A—1,346,359-1,346,359-100%$80.4M———
Hirtle & Co., LLC
N/A—1,331,530-1,331,530-100%$79.5M———
Aptus Capital Advisors, LLC
N/A—1,330,928-1,330,928-100%$79.4M———
Orion Porfolio Solutions, LLC
N/A—1,306,498-1,306,498-100%$78.0M———
Karpus Management, Inc.
N/A—1,294,280-1,294,280-100%$77.3M———
Arrowstreet Capital, Limited Partnership
N/A—1,248,023-1,248,023-100%$74.5M———
Hills Bank & Trust Co
N/A—1,219,031-1,219,031-100%$72.8M———
NewEdge Advisors, LLC
N/A—1,213,432-1,213,432-100%$72.4M———
Schroder Investment Management Group
N/A—1,191,535-1,191,535-100%$70.5M———
Parkwood LLC
N/A—1,190,229-1,190,229-100%$71.0M———
Osborne Partners Capital Management, LLC
N/A—1,186,805-1,186,805-100%$70.8M———
&partners
N/A—1,185,271-1,185,271-100%$70.7M———
Invictus Private Wealth, LLC
N/A—1,184,770-1,184,770-100%$70.7M———
Whittier Trust Co of Nevada Inc
N/A—1,161,929-1,161,929-100%$68.4M———
Commerce Bank
N/A—1,161,053-1,161,053-100%$69.3M———
Whittier Trust Co
N/A—1,154,238-1,154,238-100%$69.3M———
West Virginia University Foundation, Inc
N/A—1,086,021-1,086,021-100%$64.8M———
Smartleaf Asset Management LLC
N/A—1,077,278-1,077,278-100%$63.8M———
Nuveen, LLC
N/A—1,073,753-1,073,753-100%$64.1M———
Envestnet Portfolio Solutions, Inc.
N/A—1,060,302-1,060,302-100%$63.3M———
Integrated Wealth Concepts LLC
N/A—1,049,178-1,049,178-100%$62.6M———
Capital Advisors Inc
N/A—1,022,858-1,022,858-100%$61.1M———
Smithfield Trust Co
N/A—1,017,379-1,017,379-100%$60.7M———
First Financial Bankshares Inc
N/A—969,922-969,922-100%$57.9M———
Victory Capital Management Inc
N/A—967,446-967,446-100%$57.7M———
Blair William & Co
N/A—963,167-963,167-100%$57.5M———
Equitable Holdings, Inc.
N/A—909,418-909,418-100%$54.3M———
Chandler Asset Management, Inc.
N/A—892,707-892,707-100%$53.3M———
Vanguard Advisers Inc
N/A—867,508-867,508-100%$51.8M———
Moneta Group Investment Advisors LLC
N/A—852,893-852,893-100%$50.9M———
Waverly Advisors, LLC
N/A—851,262-851,262-100%$50.8M———
Tidal Investments LLC
N/A—798,122-798,122-100%$47.6M———
Sanctuary Advisors, LLC
N/A—750,676-750,676-100%$44.8M———
Banco Santander, S.A.
N/A—739,312-739,312-100%$44.1M———
Allianz SE
N/A—722,131-722,131-100%$43.1M———
Steward Partners Investment Advisory, LLC
N/A—717,713-717,713-100%$42.8M———
Stephens Greth Foundation
N/A—702,525-702,525-100%$41.9M———
Trustmark Bank Trust Department
N/A—690,696-690,696-100%$41.2M———
Apriem Advisors
N/A—682,576-682,576-100%$40.7M———
Mutual Advisors, LLC
N/A—636,758-636,758-100%$38.0M———
Coldstream Capital Management Inc
N/A—634,147-634,147-100%$37.9M———
Arax Advisory Partners
N/A—620,095-620,095-100%$37.0M———
Bluespring Wealth Management, LLC
N/A—617,367-617,367-100%$36.9M———
Manning & Napier Advisors LLC
N/A—593,841-593,841-100%$35.4M———
AQR Capital Management LLC
N/A—585,643-585,643-100%$35.0M———
Bank of Hawaii
N/A—584,710-584,710-100%$34.9M———
CreativeOne Wealth, LLC
N/A—576,953-576,953-100%$34.4M———
Ellenbecker Investment Group
N/A—575,570-575,570-100%$34.4M———
Pinnacle Financial Partners, Inc.
N/A—562,212-562,212-100%$33.6M———
Keewaydin Investments LLC
N/A—546,363-546,363-100%$32.6M———
Financial Advisors Network, Inc.
N/A—545,701-545,701-100%$32.6M———
Proffitt & Goodson Inc
N/A—544,825-544,825-100%$32.5M———
Zuckerman Investment Group, LLC
N/A—533,604-533,604-100%$31.9M———
Caprock Group, LLC
N/A—512,590-512,590-100%$30.6M———
Pack Private Wealth, LLC
N/A—509,140-509,140-100%$30.4M———
National Bank of Canada
N/A—499,242-499,242-100%$29.8M———
Quantinno Capital Management LP
N/A—483,415-483,415-100%$28.9M———
NewEdge Wealth, LLC
N/A—480,584-480,584-100%$28.7M———
Natixis Advisors, LLC
N/A—469,525-469,525-100%$28.0M———
Strategic Investment Advisors / MI
N/A—451,469-451,469-100%$26.9M———
Alesco Advisors, LLC, An ESL Co
N/A—449,589-449,589-100%$26.8M———
Greenline Partners, LLC
N/A—447,429-447,429-100%$26.7M———
Summit Financial, LLC
N/A—445,583-445,583-100%$26.6M———
TLT Family Holdco ULC
N/A—433,150-433,150-100%$25.9M———
Silvercrest Asset Management Group LLC
N/A—428,052-428,052-100%$25.6M———
Prudent Investors Network, Inc.
N/A—427,991-427,991-100%$25.5M———
Portland Global Advisors LLC
N/A—427,673-427,673-100%$25.5M———
Payne Capital Management, LLC
N/A—424,274-424,274-100%$25.3M———
Franklin Resources Inc
N/A—417,168-417,168-100%$24.9M———
Cerity Partners Retirement Plan Advisors LLC
N/A—407,830-407,830-100%$24.1M———
Gotham Asset Management, LLC
N/A—406,824-406,824-100%$24.3M———
Arvest Bank Trust Division
N/A—405,252-405,252-100%$24.2M———
Tobias Financial Advisors, Inc.
N/A—403,971-403,971-100%$24.1M———
Wharton Business Group, LLC
N/A—388,891-388,891-100%$23.2M———
Focus Partners Advisor Solutions, LLC
N/A—379,782-379,782-100%$22.7M———
Global Retirement Partners, LLC
N/A—379,398-379,398-100%$22.6M———
BTC Capital Management, Inc.
N/A—371,955-371,955-100%$22.2M———
Ellevest, Inc.
N/A—366,818-366,818-100%$21.7M———
Fiduciary Trust Co
N/A—360,282-360,282-100%$21.5M———
Harbour Investments, Inc.
N/A—359,880-359,880-100%$21.5M———
Tiaa Trust, National Association
N/A—345,344-345,344-100%$20.6M———
NorthRock Partners, LLC
N/A—343,520-343,520-100%$20.5M———
CIBC World Market Inc.
N/A—330,529-330,529-100%$19.7M———
Cordant, Inc.
N/A—320,533-320,533-100%$19.1M———
New Vernon Capital Holdings II LLC
N/A—319,003-319,003-100%$19.0M———
Peak Retirement Planning, Inc.
N/A—317,385-317,385-100%$18.9M———
Martin & Co Inc
N/A—315,992-315,992-100%$18.9M———
Strategic Financial Planning, Inc.
N/A—315,363-315,363-100%$18.8M———
GW&K Investment Management, LLC
N/A—311,179-311,179-100%$18.6M———
Checchi Capital Advisers, LLC
N/A—309,859-309,859-100%$18.5M———
Tocqueville Asset Management L.P.
N/A—306,135-306,135-100%$18.3M———
Okabena Investment Services Inc
N/A—306,049-306,049-100%$18.3M———
Crestmont Private Wealth LLC
N/A—302,361-302,361-100%$18.0M———
Global Endowment Management, LP
N/A—298,000-298,000-100%$17.8M———
Cavalier Investments, LLC
N/A—296,581-296,581-100%$17.7M———
Venturi Wealth Management, LLC
N/A—294,513-294,513-100%$17.6M———
Permanent Capital Management, LP
N/A—292,236-292,236-100%$17.4M———
Ancora Advisors LLCA
N/A—292,056-292,056-100%$17.4M———
Leavell Investment Management, Inc.
N/A—285,266-285,266-100%$17.0M———
Raffa Wealth Management, LLC
N/A—282,762-282,762-100%$16.9M———
Fairview Capital Investment Management, LLC
N/A—279,891-279,891-100%$16.7M———
Private Advisor Group, LLC
N/A—279,601-279,601-100%$16.7M———
Argent Trust Co
N/A—278,874-278,874-100%$16.6M———
Advisors Capital Management, LLC
N/A—277,373-277,373-100%$16.6M———
Howe & Rusling Inc
N/A—276,275-276,275-100%$16.5M———
Stratos Wealth Partners, Ltd.
N/A—274,346-274,346-100%$16.4M———
Range Advisory, LLC
N/A—272,808-272,808-100%$16.3M———
Sequoia Financial Advisors, LLC
N/A—271,382-271,382-100%$16.2M———
Savvy Advisors, Inc.
N/A—270,263-270,263-100%$16.1M———
TrueWealth Financial Partners
N/A—267,558-267,558-100%$16.0M———
Wealthspire Retirement, LLC
N/A—266,053-266,053-100%$15.9M———
Schwerin Boyle Capital Management Inc
N/A—264,964-264,964-100%$15.8M———
Advisory Services Network, LLC
N/A—263,466-263,466-100%$15.7M———
Aperture Investors, LLC
N/A—263,332-263,332-100%$15.7M———
Principal Securities, Inc.
N/A—262,182-262,182-100%$15.6M———
Meeder Advisory Services, Inc.
N/A—262,096-262,096-100%$15.6M———
Raelipskie Partnership
N/A—260,394-260,394-100%$15.5M———
Chai Trust Co LLC
N/A—254,821-254,821-100%$15.2M———
United Capital Financial Advisors, LLC
N/A—253,217-253,217-100%$15.1M———
Ameritas Investment Partners, Inc.
N/A—253,059-253,059-100%$15.1M———
Windward Private Wealth Management Inc.
N/A—252,376-252,376-100%$15.1M———
Zhang Financial LLC
N/A—252,161-252,161-100%$15.1M———
Harbor Advisory Corp
N/A—250,530-250,530-100%$15.0M———
Drive Wealth Management, LLC
N/A—249,567-249,567-100%$14.9M———
Bleakley Financial Group, LLC
N/A—246,856-246,856-100%$14.7M———
Twin Focus Capital Partners, LLC
N/A—245,938-245,938-100%$14.7M———
Regal Investment Advisors LLC
N/A—244,178-244,178-100%$14.6M———
Callan Family Office, LLC
N/A—240,716-240,716-100%$14.4M———
Rathbones Group PLC
N/A—239,795-239,795-100%$14.3M———
Sovereign Financial Group, Inc.
N/A—237,510-237,510-100%$14.2M———
Silver Coast Investments LLC
N/A—236,207-236,207-100%$14.1M———
Prime Buchholz LLC
N/A—233,290-233,290-100%$13.9M———
Custos Family Office, LLC
N/A—228,717-228,717-100%$13.7M———
Susquehanna International Group, LLP
N/A—225,770-225,770-100%$13.5M———
Park Place Capital Corp
N/A—223,969-223,969-100%$13.4M———
Pine Ridge Advisers LLC
N/A—221,067-221,067-100%$13.2M———
Segall Bryant & Hamill, LLC
N/A—219,215-219,215-100%$13.1M———
Simmons Bank
N/A—219,076-219,076-100%$13.1M———
Rptc Inc.
N/A—218,423-218,423-100%$13.0M———
Titan Global Capital Management USA LLC
N/A—217,903-217,903-100%$13.0M———
TriCert Investment Counsel Inc.
N/A—215,348-215,348-100%$12.9M———
Evercore Wealth Management, LLC
N/A—214,877-214,877-100%$12.8M———
Blue Edge Capital, LLC
N/A—214,497-214,497-100%$12.8M———
Geneos Wealth Management Inc.
N/A—213,795-213,795-100%$12.8M———
Basecamp Wealth Advisors LLC
N/A—213,221-213,221-100%$12.7M———
UBS Asset Management Americas LLC
N/A—212,232-212,232-100%$12.7M———
Fort Point Capital Partners LLC
N/A—211,898-211,898-100%$12.6M———
Waterford Advisors, LLC
N/A—211,867-211,867-100%$12.6M———
Nelson Capital Management, LLC
N/A—210,736-210,736-100%$12.6M———
Polianta Ltd
N/A—209,500-209,500-100%$12.5K———
O'shaughnessy Asset Management, LLC
N/A—209,096-209,096-100%$12.5M———
Cliffwater LLC
N/A—208,320-208,320-100%$12.4M———
BTG Pactual Asset Management US LLC
N/A—208,277-208,277-100%$12.4M———
Mosaic Family Wealth Partners, LLC
N/A—206,985-206,985-100%$12.4M———
Arrowroot Family Office, LLC
N/A—206,771-206,771-100%$12.3M———
Roble, Belko & Company, Inc
N/A—205,733-205,733-100%$12.3M———
First Manhattan Co. Llc.
N/A—205,362-205,362-100%$12.3M———
Arkadios Wealth Advisors
N/A—203,635-203,635-100%$12.2M———
Cardiff Park Advisors, LLC
N/A—203,206-203,206-100%$12.1M———
Obsido Oy
N/A—200,316-200,316-100%$12.0M———
Standard Family Office LLC
N/A—199,747-199,747-100%$11.9M———
Vanguard National Trust Co
N/A—199,187-199,187-100%$11.9M———
American Trust
N/A—197,956-197,956-100%$11.8M———
Panagora Asset Management Inc
N/A—196,400-196,400-100%$11.7M———
Atlantic Union Bankshares Corp
N/A—196,206-196,206-100%$11.7M———
Menora Mivtachim Holdings Ltd.
N/A—192,000-192,000-100%$11.5M———
Regimen Wealth, LLC
N/A—189,253-189,253-100%$11.3M———
Smith, Moore & Co.
N/A—186,905-186,905-100%$11.2M———
MainStreet Investment Advisors LLC
N/A—186,625-186,625-100%$11.1M———
Bartlett & Co. Wealth Management LLC
N/A—185,290-185,290-100%$11.1M———
Vestmark Advisory Solutions, Inc.
N/A—182,142-182,142-100%$10.9M———
Finhabits Advisors LLC
N/A—180,536-180,536-100%$10.8M———
Forefront Analytics, LLC
N/A—180,376-180,376-100%$10.8M———
Steelhead Wealth Management LLC
N/A—179,975-179,975-100%$10.7M———
Benjamin Edwards Inc
N/A—178,439-178,439-100%$10.7M———
Waterloo Capital, L.P.
N/A—178,293-178,293-100%$10.6M———
Sierra Capital LLC
N/A—176,075-176,075-100%$10.5M———
Applied Capital LLC
N/A—172,430-172,430-100%$10.3M———
Canada Post Corp Registered Pension Plan
N/A—170,000-170,000-100%$10.1M———
Tribridge Partners Financial LLC
N/A—169,415-169,415-100%$9.9M———
Battery Global Advisors, LLC
N/A—168,815-168,815-100%$10.1M———
Roundview Capital LLC
N/A—167,995-167,995-100%$10.0M———
Stephens Inc
N/A—166,867-166,867-100%$10.0M———
Fiduciary Group, LLC
N/A—165,192-165,192-100%$9.9M———
Omnia Family Wealth, LLC
N/A—160,681-160,681-100%$9.6M———
World Investment Advisors
N/A—160,267-160,267-100%$9.1M———
Bradley Foster & Sargent Inc
N/A—159,679-159,679-100%$9.5M———
HM Payson & Co
N/A—155,690-155,690-100%$9.3M———
Private Wealth Advisors, LLC
N/A—155,178-155,178-100%$9.3M———
Matrix Private Capital Group LLC
N/A—154,655-154,655-100%$9.2M———
RiverGlades Family Offices LLC
N/A—150,013-150,013-100%$9.0M———
North Star Asset Management Inc
N/A—148,229-148,229-100%$8.8M———
Lbmc Investment Advisors, LLC
N/A—145,375-145,375-100%$8.7M———
Joule Financial, LLC
N/A—144,763-144,763-100%$8.6M———
Seven Springs Wealth Group, LLC
N/A—142,154-142,154-100%$8.5M———
Hamrick Investment Counsel, llc
N/A—140,306-140,306-100%$8.4M———
Heritage Trust Co
N/A—139,607-139,607-100%$8.3M———
Vident Advisory, LLC
N/A—139,606-139,606-100%$8.3M———
Dravo BAY LLC
N/A—139,344-139,344-100%$8.3M———
IF Advisors, LLC
N/A—138,230-138,230-100%$8.3M———
Duncan Williams Asset Management, LLC
N/A—137,678-137,678-100%$8.2M———
Alley Investment Management Company, LLC
N/A—135,724-135,724-100%$8.1M———
Odyssey Group, LLC
N/A—135,087-135,087-100%$8.1M———
Ethos Financial Group, LLC
N/A—134,176-134,176-100%$7.6M———
DiPaolo Financial Group, Inc.
N/A—133,754-133,754-100%$8.0M———
BOK Financial Private Wealth, Inc.
N/A—133,526-133,526-100%$8.0M———
Invst, LLC
N/A—133,151-133,151-100%$7.9M———
S&CO Inc
N/A—132,538-132,538-100%$7.9M———
Gould Capital, LLC
N/A—132,232-132,232-100%$7.9M———
Vanguard Personalized Indexing Management, LLC
N/A—132,222-132,222-100%$7.9M———
Main Street Financial Solutions, LLC
N/A—129,754-129,754-100%$7.7M———
Hopwood Nicholas Hunter
N/A—129,401-129,401-100%$7.7M———
Dorsey & Whitney Trust Co LLC
N/A—128,852-128,852-100%$7.7M———
Michelson Medical Research Foundation, Inc.
N/A—127,630-127,630-100%$7.6M———
Rockbridge Investment Management, LCC
N/A—127,189-127,189-100%$7.6M———
Talon Private Wealth, LLC
N/A—126,199-126,199-100%$7.5M———
Texas Yale Capital Corp.
N/A—125,606-125,606-100%$7.5M———
Modern Wealth Management, LLC
N/A—122,473-122,473-100%$7.3M———
One Capital Management, LLC
N/A—122,299-122,299-100%$6.6M———
NerdWallet Wealth Partners, LLC
N/A—122,146-122,146-100%$7.3M———
Perissos Private Wealth Management, LLC
N/A—121,524-121,524-100%$7.3M———
Crewe Advisors LLC
N/A—121,090-121,090-100%$7.2M———
Sunflower Bank, N.A.
N/A—120,768-120,768-100%$7.2M———
Summit Wealth Group, LLC
N/A—118,862-118,862-100%$7.1M———
Great Valley Advisor Group, Inc.
N/A—118,566-118,566-100%$7.1M———
OneDigital Investment Advisors LLC
N/A—117,311-117,311-100%$7.0M———
Genesis Wealth Advisors, LLC
N/A—116,486-116,486-100%$7.0M———
Genesis Financial Group, LLC
N/A—116,387-116,387-100%$6.9M———
Connors Investor Services Inc
N/A—116,373-116,373-100%$6.9M———
Syon Capital LLC
N/A—116,306-116,306-100%$6.9M———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—115,634-115,634-100%$6.9M———
Hilltop Wealth Advisors, LLC
N/A—113,991-113,991-100%$6.8M———
NI Acquisitions Company, LLC
N/A—110,878-110,878-100%$4.8M———
Trevian Wealth Management LLC
N/A—110,175-110,175-100%$6.6M———
Haverford Trust Co
N/A—109,493-109,493-100%$6.5M———
AE Wealth Management LLC
N/A—109,434-109,434-100%$6.5M———
Becker Capital Management Inc
N/A—107,407-107,407-100%$6.4M———
Proficio Capital Partners LLC
N/A—103,944-103,944-100%$6.2M———
Headinvest, LLC
N/A—103,168-103,168-100%$6.2M———
Harvest Investment Advisors, LLC
N/A—102,845-102,845-100%$6.1M———
BHK Investment Advisors, LLC
N/A—102,779-102,779-100%$6.1M———
Atlas Capital Advisors Inc.
N/A—102,335-102,335-100%$6.1M———
ST Germain D J Co Inc
N/A—102,148-102,148-100%$6.1M———
Koss-Olinger Consulting, LLC
N/A—101,129-101,129-100%$6.0M———
Kickstand Ventures, Llc.
N/A—101,014-101,014-100%$6.0M———
Sanchez Levi Garrett
N/A—100,884-100,884-100%$6.0M———
Lazard Asset Management LLC
N/A—100,493-100,493-100%$6.0M———
Tikvah Management LLC
N/A—100,400-100,400-100%$6.0M———
Pine Valley Investments Ltd Liability Co
N/A—100,382-100,382-100%$6.0M———
Marino Management, LLC
N/A—100,287-100,287-100%$5.9M———
Capital Group Private Client Services, Inc.
N/A—99,963-99,963-100%$6.0M———
Lowe Brockenbrough & Co Inc
N/A—99,374-99,374-100%$5.9M———
IEQ Capital, LLC
N/A—99,114-99,114-100%$5.9M———
Tandem Financial, LLC
N/A—97,845-97,845-100%$5.8M———
Hancock Whitney Corp
N/A—97,673-97,673-100%$5.8M———
Twin Tree Management, LP
N/A—97,473-97,473-100%$5.8M———
Nwam LLC
N/A—97,196-97,196-100%$5.8M———
Kayne Anderson Rudnick Investment Management LLC
N/A—96,699-96,699-100%$5.8M———
J.E. Simmons & Co., P.C.
N/A—96,696-96,696-100%$5.8M———
Berkshire Asset Management LLC
N/A—96,284-96,284-100%$5.7M———
Ameritas Advisory Services, LLC
N/A—95,779-95,779-100%$5.7M———
Wealth Management Strategies, Inc.
N/A—95,572-95,572-100%$5.7M———
Fiducient Advisors LLC
N/A—95,200-95,200-100%$5.7M———
Allianz Asset Management GmbH
N/A—94,914-94,914-100%$5.7M———
Davis R M Inc
N/A—94,424-94,424-100%$5.6M———
Phoenix Financial Ltd.
N/A—94,353-94,353-100%$5.6M———
1ST Source Bank
N/A—94,313-94,313-100%$5.6M———
McNamara Financial Services, Inc.
N/A—93,210-93,210-100%$5.6M———
Westwood Holdings Group Inc
N/A—91,691-91,691-100%$5.5M———
Arete Wealth Advisors, LLC
N/A—91,637-91,637-100%$5.5M———
Brown Brothers Harriman & Co
N/A—91,267-91,267-100%$5.4M———
Wellington Management Group LLP
N/A—90,738-90,738-100%$5.4M———
Johnson Financial Group, Inc.
N/A—89,903-89,903-100%$5.4M———
Signal Tree Financial Partners LLC
N/A—85,839-85,839-100%$5.1M———
Verity Wealth Advisors
N/A—84,936-84,936-100%$5.1M———
Allie Family Office LLC
N/A—84,507-84,507-100%$5.0M———
Bridgewealth Advisory Group, LLC
N/A—84,090-84,090-100%$5.0M———
Centennial Bank
N/A—82,369-82,369-100%$4.9M———
First Western Trust Bank
N/A—82,243-82,243-100%$4.9M———
Cahill Financial Advisors Inc
N/A—81,463-81,463-100%$4.9M———
Campion Asset Management
N/A—81,332-81,332-100%$4.9M———
Gladstone Institutional Advisory LLC
N/A—77,840-77,840-100%$4.6M———
Emerald Investment Advisers, LLC
N/A—77,618-77,618-100%$4.6M———
TPG Financial Advisors, LLC
N/A—77,167-77,167-100%$4.6M———
American Alpha Advisors, LLC
N/A—76,294-76,294-100%$4.6M———
Drucker Wealth 3.0, LLC
N/A—75,055-75,055-100%$4.5M———
Meadowbrook Advisors Group, LLC
N/A—74,825-74,825-100%$4.5M———
Hexagon Capital Partners LLC
N/A—73,467-73,467-100%$4.4M———
Two Sigma Securities, LLC
N/A—73,029-73,029-100%$4.4M———
Ironwood Investment Management LLC
N/A—72,554-72,554-100%$4.3M———
Aspen Grove Capital, LLC
N/A—71,576-71,576-100%$4.3M———
TFO Wealth Partners, LLC
N/A—70,551-70,551-100%$4.2M———
Ensign Peak Advisors, Inc
N/A—70,418-70,418-100%$4.2M———
Oakmont Advisory Group, LLC
N/A—70,015-70,015-100%$4.2M———
Strategic Financial Partners, Ltd.
N/A—69,598-69,598-100%$4.2M———
Aureus Asset Management, LLC
N/A—69,542-69,542-100%$4.2M———
Fidelis Capital Partners, LLC
N/A—69,329-69,329-100%$4.1M———
Garden State Investment Advisory Services LLC
N/A—69,187-69,187-100%$4.1M———
CFO4Life Group, LLC
N/A—68,603-68,603-100%$4.1M———
Cadence Wealth Management LLC
N/A—67,595-67,595-100%$4.0M———
Vestwell Advisors, LLC
N/A—67,307-67,307-100%$4.0M———
Arbor Trust Wealth Advisors, LLC
N/A—66,972-66,972-100%$4.0M———
LM Advisors LLC
N/A—66,863-66,863-100%$4.0M———
Granite Harbor Advisors, Inc.
N/A—66,717-66,717-100%$4.0M———
Dynasty Wealth Management, LLC
N/A—66,253-66,253-100%$4.0M———
American Investment Services, Inc.
N/A—65,771-65,771-100%$3.9M———
Fort Sheridan Advisors LLC
N/A—65,201-65,201-100%$3.9M———
VSM Wealth Advisory, LLC
N/A—64,510-64,510-100%$3.9M———
Rothschild Wealth LLC
N/A—63,759-63,759-100%$3.8M———
First National Bank of Omaha
N/A—63,698-63,698-100%$3.8M———
AlTi Global, Inc.
N/A—63,304-63,304-100%$3.8M———
Astoria Strategic Wealth, Inc.
N/A—62,287-62,287-100%$3.7M———
Capital Analysts, LLC
N/A—61,047-61,047-100%$3.6M———
Truepoint, Inc.
N/A—61,033-61,033-100%$3.6M———
Brandes Investment Partners, LP
N/A—59,946-59,946-100%$3.6M———
Gallagher Fiduciary Advisors, LLC
N/A—59,807-59,807-100%$3.6M———
Disciplined Investments, LLC
N/A—58,442-58,442-100%$3.5M———
Maripau Wealth Management LLC
N/A—58,036-58,036-100%$3.5M———
Vista Investment Management
N/A—57,926-57,926-100%$3.5M———
LifePlan Investment Advisors, Inc.
N/A—57,400-57,400-100%$3.4M———
J. M. Brown & Associates Inc.
N/A—56,716-56,716-100%$3.4M———
Annis Gardner Whiting Capital Advisors, LLC
N/A—55,969-55,969-100%$3.3M———
Foster & Motley Inc
N/A—55,733-55,733-100%$3.3M———
American Financial Advisors, LLC
N/A—55,127-55,127-100%$3.3M———
Integrity Wealth Solutions LLC
N/A—54,654-54,654-100%$3.3M———
Kingsview Wealth Management, LLC
N/A—54,646-54,646-100%$3.3M———
Brand Asset Management Group, Inc.
N/A—53,918-53,918-100%$3.2M———
Brightwater Advisory LLC
N/A—53,787-53,787-100%$3.2M———
FSB Premier Wealth Management, Inc.
N/A—53,174-53,174-100%$3.2M———
Silver OAK Securities, Incorporated
N/A—52,871-52,871-100%$3.2M———
Voya Financial Advisors, Inc.
N/A—52,467-52,467-100%$3.1M———
Main Management LLC
N/A—51,961-51,961-100%$3.1M———
HighPoint Advisor Group LLC
N/A—51,840-51,840-100%$3.1M———
MetLife Investment Management, LLC
N/A—51,390-51,390-100%$3.1M———
Burling Wealth Partners, LLC
N/A—51,357-51,357-100%$3.1M———
BFC Planning, Inc.
N/A—51,182-51,182-100%$3.1M———
AssuredPartners Investment Advisors, LLC
N/A—51,008-51,008-100%$3.0M———
Xcelsior Advisor Partners LLC
N/A—50,756-50,756-100%$3.0M———
Cary Street Partners Financial LLC
N/A—50,629-50,629-100%$3.0M———
MorganRosel Wealth Management, LLC
N/A—49,705-49,705-100%$3.0M———
Atlas Legacy Advisors, LLC
N/A—49,548-49,548-100%$3.0M———
Mitchell Mcleod Pugh & Williams Inc
N/A—49,506-49,506-100%$3.0M———
Red Wave Investments LLC
N/A—49,500-49,500-100%$3.0M———
Greykasell Wealth Strategies, Inc.
N/A—49,054-49,054-100%$2.9M———
Fiduciary Wealth Partners, LLC
N/A—48,909-48,909-100%$2.9M———
BlackDiamond Wealth Management, LLC
N/A—48,793-48,793-100%$2.9M———
FFT Wealth Management LLC
N/A—48,634-48,634-100%$2.9M———
Tudor Investment Corp ET AL
N/A—47,814-47,814-100%$2.9M———
Cerity Partners Ocio LLC
N/A—47,575-47,575-100%$2.8M———
Quantum Portfolio Management LLC
N/A—47,458-47,458-100%$2.8M———
Baron Silver Stevens Financial Advisors, LLC
N/A—46,908-46,908-100%$2.8M———
Goldstone Financial Group, LLC
N/A—46,393-46,393-100%$2.8M———
SouthState Bank Corp
N/A—46,258-46,258-100%$2.8M———
Ausdal Financial Partners, Inc.
N/A—46,223-46,223-100%$2.8M———
Cascade Financial Partners, LLC
N/A—46,199-46,199-100%$2.8M———
BSW Wealth Partners
N/A—45,962-45,962-100%$2.7M———
First Trust Advisors LP
N/A—45,949-45,949-100%$2.7M———
Johnson Investment Counsel Inc
N/A—45,032-45,032-100%$2.7M———
PlanVest Financial, Inc
N/A—44,777-44,777-100%$2.7M———
Belpointe Asset Management LLC
N/A—44,751-44,751-100%$2.7M———
Tailwinds Wealth, LLC
N/A—44,447-44,447-100%$2.7M———
Tiff Advisory Services, LLC
N/A—44,398-44,398-100%$2.7M———
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A—43,878-43,878-100%$2.6M———
Bravera Wealth
N/A—43,604-43,604-100%$2.6M———
Summit Wealth Partners, LLC
N/A—43,521-43,521-100%$2.6M———
Federation des caisses Desjardins du Quebec
N/A—43,424-43,424-100%$2.6M———
Pitcairn Wealth Advisors LLC
N/A—42,923-42,923-100%$2.6M———
Golden Road Advisors LLC
N/A—42,857-42,857-100%$2.6M———
Wescap Management Group, Inc.
N/A—42,410-42,410-100%$2.5M———
Francis Financial, Inc.
N/A—41,917-41,917-100%$2.5M———
Nicolet Bankshares Inc
N/A—41,339-41,339-100%$2.5M———
Columbia River Financial Group, LLC
N/A—40,985-40,985-100%$2.4M———
Mittelman Wealth Management
N/A—40,913-40,913-100%$12.1M———
Windsor Advisory Group, LLC
N/A—40,583-40,583-100%$2.4M———
Stonebridge Capital Advisors LLC
N/A—40,459-40,459-100%$2.4M———
Family Manage LLC
N/A—40,342-40,342-100%$2.4M———
Private Wealth Asset Management, LLC
N/A—40,284-40,284-100%$2.4M———
Vista Cima Wealth Management LLC
N/A—40,255-40,255-100%$2.4M———
Jacobs Equity LLC
N/A—39,867-39,867-100%$2.4M———
Dakota Wealth Management
N/A—39,866-39,866-100%$2.4M———
Ascent Advisors, LLC
N/A—39,640-39,640-100%$2.3M———
Chilton Investment Co Inc.
N/A—39,448-39,448-100%$2.4M———
Mayport, LLC
N/A—39,003-39,003-100%$2.3M———
Consolidated Portfolio Review Corp
N/A—39,000-39,000-100%$2.3M———
Bluebird Wealth Management LLC
N/A—38,917-38,917-100%$2.3M———
Daniel Investment Group, Inc.
N/A—38,501-38,501-100%$2.3M———
Sharp Wealth Advisory, LLC
N/A—38,394-38,394-100%$2.3M———
Orcam Financial Group
N/A—38,236-38,236-100%$2.3M———
QRG Capital Management, Inc.
N/A—38,211-38,211-100%$2.3M———
Scharf Investments, LLC
N/A—38,131-38,131-100%$2.3M———
Renaissance Technologies LLC
N/A—37,900-37,900-100%$2.3M———
Foundations Investment Advisors, LLC
N/A—37,778-37,778-100%$2.3M———
Rialto Wealth Management, LLC
N/A—37,718-37,718-100%$2.3M———
VPR Management LLC
N/A—37,700-37,700-100%$2.3M———
Greenwich Wealth Management LLC
N/A—37,560-37,560-100%$2.2M———
Fairlight Advisors
N/A—37,530-37,530-100%$2.2M———
Navalign, LLC
N/A—37,455-37,455-100%$2.2M———
Cornerstone Financial Group, LLC
N/A—37,364-37,364-100%$2.2M———
Bridgewater Advisors Inc.
N/A—37,141-37,141-100%$2.2M———
Severin Investments, LLC
N/A—37,121-37,121-100%$2.2M———
Hantz Financial Services, Inc.
N/A—37,110-37,110-100%$2.2M———
Independent Advisor Alliance
N/A—36,770-36,770-100%$2.2M———
Kovack Advisors, Inc.
N/A—36,638-36,638-100%$2.2M———
Snowden Capital Advisors LLC
N/A—36,635-36,635-100%$2.2M———
Aegis Wealth Management LLC
N/A—36,607-36,607-100%$2.2M———
South Plains Financial, Inc.
N/A—36,494-36,494-100%$2.2M———
Colter Lewis Investment Partners LLC
N/A—36,387-36,387-100%$2.2M———
Rock Creek Group LLC
N/A—36,342-36,342-100%$2.2M———
Three Bearings Fiduciary Advisors, Inc.
N/A—36,026-36,026-100%$2.2M———
Riverpoint Wealth Management Holdings, LLC
N/A—36,003-36,003-100%$2.1M———
Causeway Capital Management LLC
N/A—35,556-35,556-100%$2.1M———
Compass Advisory Group LLC
N/A—35,524-35,524-100%$2.1M———
Bakala Capital LLC
N/A—35,009-35,009-100%$2.1M———
Scotia Capital Inc.
N/A—34,915-34,915-100%$2.1M———
Roehl & Yi Investment Advisors, LLC
N/A—34,827-34,827-100%$127.1K———
Centaurus Financial, Inc.
N/A—34,708-34,708-100%$2.1M———
Financial Strategies Group, Inc.
N/A—34,688-34,688-100%$2.0M———
JDM Financial Group LLC
N/A—34,630-34,630-100%$2.1M———
Berger Financial Group, Inc
N/A—33,827-33,827-100%$2.0M———
Canada Life Assurance Co
N/A—33,505-33,505-100%$2.0M———
N.E.W. Advisory Services LLC
N/A—32,579-32,579-100%$1.9M———
Wilson & Boucher Capital Management, LLC
N/A—32,501-32,501-100%$1.9M———
Per Stirling Capital Management, Llc.
N/A—32,377-32,377-100%$1.9M———
Pacific Financial Group Inc
N/A—32,296-32,296-100%$1.9M———
Fiduciary Financial Advisors
N/A—32,273-32,273-100%$1.9M———
Novak & Powell Financial Services, Inc.
N/A—32,127-32,127-100%$1.9M———
Anchor Bay Capital, Inc.
N/A—32,112-32,112-100%$1.9M———
Synergy Financial Group, LTD
N/A—31,742-31,742-100%$1.9M———
FCA Corp
N/A—31,573-31,573-100%$1.9M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—31,366-31,366-100%$1.9M———
Resolute Advisors LLC
N/A—31,323-31,323-100%$1.9M———
Stock Yards Bank & Trust Co
N/A—31,229-31,229-100%$1.9M———
Comprehensive Money Management Services LLC
N/A—31,040-31,040-100%$1.9M———
Advyzon Investment Management, LLC
N/A—30,989-30,989-100%$1.8M———
MidFirst Bank
N/A—30,302-30,302-100%$1.8M———
IHT Wealth Management, LLC
N/A—30,123-30,123-100%$1.8M———
SOA Wealth Advisors, Llc.
N/A—30,011-30,011-100%$30.7K———
Transamerica Financial Advisors, LLC
N/A—29,883-29,883-100%$1.8M———
ESL Trust Services, LLC
N/A—29,700-29,700-100%$1.8M———
Argent Advisors, Inc.
N/A—29,453-29,453-100%$1.8M———
JT Stratford LLC
N/A—29,408-29,408-100%$1.8M———
Cape COD Five Cents Savings Bank
N/A—29,406-29,406-100%$1.8M———
Stonehage Fleming Financial Services Holdings Ltd
N/A—29,293-29,293-100%$1.7M———
Spartan Wealth Advisory Services LLC
N/A—28,963-28,963-100%$1.7M———
Keel Point, LLC
N/A—28,827-28,827-100%$1.7M———
Winthrop Partners - WNY, LLC
N/A—28,804-28,804-100%$1.7M———
HSBC Holdings PLC
N/A—28,727-28,727-100%$1.7M———
Sovereign Investment Advisors, LLC
N/A—28,704-28,704-100%$1.7M———
Conservest Capital Advisors, Inc.
N/A—28,657-28,657-100%$1.7M———
Holistic Financial Partners
N/A—28,185-28,185-100%$1.7M———
First National Bank & Trust Co of Newtown
N/A—27,595-27,595-100%$1.6M———
Elgethun Capital Management
N/A—27,584-27,584-100%$1.6M———
OneAscent Financial Services LLC
N/A—27,341-27,341-100%$1.6M———
Choate Investment Advisors
N/A—27,255-27,255-100%$1.6M———
Disciplined Investors, L.L.C.
N/A—27,179-27,179-100%$1.6M———
Seldon Capital LP
N/A—27,148-27,148-100%$1.6M———
Vernal Point Advisors, LLC
N/A—27,023-27,023-100%$1.6M———
Trivium Point Advisory, LLC
N/A—26,901-26,901-100%$1.6M———
C M Bidwell & Associates LTD
N/A—26,846-26,846-100%$1.6M———
Compass Capital Corp
N/A—26,839-26,839-100%$1.6M———
Granite Bay Wealth Management, LLC
N/A—26,834-26,834-100%$1.6M———
Marquette Associates, Inc.
N/A—26,549-26,549-100%$1.6M———
Index Technologies Group LLC
N/A—26,471-26,471-100%$1.6M———
Cornerstone Financial Management LLC
N/A—26,457-26,457-100%$1.6M———
Topsail Wealth Management, LLC
N/A—26,128-26,128-100%$1.6M———
Continuum Advisory, LLC
N/A—25,684-25,684-100%$1.5M———
Asset Management Group, Inc.
N/A—25,221-25,221-100%$1.5M———
1015 Capital Partners, LLC
N/A—25,127-25,127-100%$1.5M———
XTX Topco Ltd
N/A—25,104-25,104-100%$1.5M———
Red Door Wealth Management, LLC
N/A—24,650-24,650-100%$1.5M———
Noble Wealth Partners LLC
N/A—24,595-24,595-100%$1.5M———
Highland Investment Advisors LLC
N/A—24,561-24,561-100%$1.5M———
Mayflower Financial Advisors, LLC
N/A—24,269-24,269-100%$1.4M———
Madden Advisory Services, Inc.
N/A—24,261-24,261-100%$1.4M———
Pennington Partners & Co., LLC
N/A—23,411-23,411-100%$1.4M———
Stembrook Asset Management, LLC
N/A—23,373-23,373-100%$1.4M———
North Dallas Bank & Trust Co
N/A—23,330-23,330-100%$1.4M———
Kiley Juergens Wealth Management, LLC
N/A—22,795-22,795-100%$1.4M———
Seaside Wealth Management, Inc.
N/A—22,268-22,268-100%$1.3M———
Sound View Wealth Advisors Group, LLC
N/A—22,260-22,260-100%$1.3M———
Sky-Mountain Capital Management, Inc.
N/A—22,017-22,017-100%$1.3M———
Bragg Financial Advisors, Inc
N/A—22,000-22,000-100%$1.3M———
Sequent Planning LLC
N/A—21,732-21,732-100%$1.3M———
Oxford Financial Group, Ltd. LLC
N/A—21,722-21,722-100%$1.3M———
LaSalle St. Investment Advisors, LLC
N/A—21,554-21,554-100%$1.3M———
Twin Peaks Wealth Advisors, LLC
N/A—21,478-21,478-100%$1.3M———
Tiaa Wealth Investment Management LLC
N/A—21,455-21,455-100%$1.3M———
Saranac Partners Ltd
N/A—21,350-21,350-100%$1.3M———
Seeds Investor LLC
N/A—21,117-21,117-100%$1.3M———
SageView Advisory Group, LLC
N/A—21,098-21,098-100%$1.3M———
City National Bank of Florida
N/A—20,742-20,742-100%$1.2M———
WCG Wealth Advisors LLC
N/A—20,679-20,679-100%$1.2M———
Flputnam Investment Management Co
N/A—20,587-20,587-100%$1.2M———
Spinnaker Trust
N/A—20,475-20,475-100%$1.2M———
Integrated Investment Consultants, LLC
N/A—20,412-20,412-100%$1.2M———
W1m Asset Management Ltd
N/A—20,253-20,253-100%$1.2M———
DF Dent & Co Inc
N/A—19,896-19,896-100%$1.2M———
Boston Family Office LLC
N/A—19,712-19,712-100%$1.2M———
Tower Bridge Advisors
N/A—19,471-19,471-100%$1.2M———
Wick Capital Partners, LLC
N/A—19,447-19,447-100%$1.2M———
Gateway Wealth Partners, LLC
N/A—19,423-19,423-100%$1.2M———
Wellspring Financial Advisors, LLC
N/A—19,361-19,361-100%$1.2M———
Midwestern Financial, LLC
N/A—19,192-19,192-100%$1.1M———
ATLas Financial Planning LLC
N/A—19,104-19,104-100%$1.1M———
Roberts Glore & Co Inc
N/A—18,869-18,869-100%$1.1M———
Chevy Chase Trust Holdings, LLC
N/A—18,831-18,831-100%$1.1M———
Glassman Wealth Services
N/A—18,804-18,804-100%$1.1M———
NorthStar Asset Management LLC
N/A—18,521-18,521-100%$1.1M———
Investment Advisory Group, LLC
N/A—18,367-18,367-100%$1.1M———
Western Wealth Management, LLC
N/A—17,874-17,874-100%$1.1M———
Clarion Wealth Managment Partners, LLC
N/A—17,837-17,837-100%$1.1M———
National Philanthropic Trust
N/A—17,707-17,707-100%$1.1M———
Stokes Family Office, LLC
N/A—17,706-17,706-100%$1.1M———
Westmount Partners, LLC
N/A—17,655-17,655-100%$1.1M———
Fortis Capital Advisors, LLC
N/A—17,632-17,632-100%$1.1M———
SGL Investment Advisors, Inc.
N/A—17,630-17,630-100%$1.1M———
Neuberger Berman Group LLC
N/A—17,501-17,501-100%$1.0M———
Mairs & Power Inc
N/A—17,355-17,355-100%$1.0M———
Twin Lakes Capital Management, LLC
N/A—17,342-17,342-100%$1.0M———
Essex Financial Services, Inc.
N/A—17,139-17,139-100%$1.0M———
49 Wealth Management, LLC
N/A—16,903-16,903-100%$1.0M———
Alongside, LLC
N/A—16,903-16,903-100%$1.0M———
Causey Wealth LLC
N/A—16,858-16,858-100%$1.0M———
Hilltop Holdings Inc.
N/A—16,738-16,738-100%$999.1K———
Petix & Botte Co
N/A—16,588-16,588-100%$990.1K———
OneAscent Family Office, LLC
N/A—16,478-16,478-100%$983.6K———
Plum Street Advisors, LLC
N/A—16,456-16,456-100%$982.3K———
PFG Investments, LLC
N/A—16,401-16,401-100%$979.0K———
Redwood Investment Management, LLC
N/A—16,319-16,319-100%$974.0K———
Kintra Wealth, LLC
N/A—16,240-16,240-100%$979.9K———
Cloud Capital Management, LLC
N/A—16,214-16,214-100%$966.0K———
Dearborn Partners LLC
N/A—16,175-16,175-100%$965.5K———
Alvarez & Marsal Private Wealth Partners, LLC
N/A—15,953-15,953-100%$952.2K———
Requisite Capital Management, LLC
N/A—15,937-15,937-100%$951.3K———
Clear Street Group Inc.
N/A—15,794-15,794-100%$942.7K———
WealthShield Partners, LLC
N/A—15,766-15,766-100%$941.1K———
Hikari Tsushin, Inc.
N/A—15,745-15,745-100%$939.8K———
Wealth Care LLC
N/A—15,624-15,624-100%$932.6K———
Glen Eagle Advisors, LLC
N/A—15,614-15,614-100%$932.0K———
Strategic Financial Services, Inc.
N/A—15,550-15,550-100%$928.2K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—15,424-15,424-100%$920.6K———
Quent Capital, LLC
N/A—14,912-14,912-100%$890.1K———
Monograph Wealth Advisors, LLC
N/A—14,856-14,856-100%$886.8K———
Dimension Capital Management LLC
N/A—14,799-14,799-100%$883.4K———
a16z Perennial Management, L.P.
N/A—14,768-14,768-100%$881.5K———
Rothschild Capital Partners, LLC
N/A—14,711-14,711-100%$878.1K———
Parkwoods Wealth Partners, LLC
N/A—14,650-14,650-100%$874.4K———
Medallion Wealth Advisors, LLC
N/A—14,640-14,640-100%$874.6K———
Tilson Financial Group, Inc.
N/A—14,611-14,611-100%$872.1K———
Cassady Wealth & Retirement Planning, LLC
N/A—14,544-14,544-100%$868.1K———
Centric Wealth Management
N/A—14,539-14,539-100%$873.1K———
Insigneo Advisory Services, LLC
N/A—14,461-14,461-100%$863.2K———
L & S Advisors Inc
N/A—14,352-14,352-100%$856.7K———
FSA Advisors, Inc.
N/A—14,274-14,274-100%$850.9K———
Urban Financial Advisory Corp
N/A—14,233-14,233-100%$849.6K———
Cape ANN Savings Bank
N/A—14,216-14,216-100%$848.6K———
River Wealth Advisors LLC
N/A—14,191-14,191-100%$847.1K———
JMN Financial LLC
N/A—14,135-14,135-100%$843.7K———
WFA of San Diego, LLC
N/A—14,067-14,067-100%$848.8K———
Cura Wealth Advisors, LLC
N/A—14,019-14,019-100%$836.8K———
Boston Research & Management Inc
N/A—13,964-13,964-100%$833.5K———
Banco BTG Pactual S.A.
N/A—13,946-13,946-100%$832.4K———
Ironwood Investment Counsel, LLC
N/A—13,911-13,911-100%$830.4K———
RED Reef Advisors LLC
N/A—13,669-13,669-100%$815.9K———
Weik Capital Management
N/A—13,625-13,625-100%$813.3K———
Planning Project LLC
N/A—13,605-13,605-100%$823.4K———
Wealthspan Partners, LLC
N/A—13,522-13,522-100%$807.1K———
Timbuktu Capital Management, LLC
N/A—13,451-13,451-100%$802.9K———
Marshall Financial Group, LLC
N/A—13,415-13,415-100%$800.7K———
Summit Wealth & Retirement Planning, Inc.
N/A—13,391-13,391-100%$799.3K———
BBR Partners, LLC
N/A—13,370-13,370-100%$798.1K———
Liberty Wealth Management LLC
N/A—13,364-13,364-100%$722.3K———
Petra Financial Advisors Inc
N/A—13,268-13,268-100%$792.0K———
CVA Family Office, LLC
N/A—13,222-13,222-100%$789.2K———
Invesco Ltd.
N/A—13,194-13,194-100%$787.6K———
Keystone Financial Group
N/A—13,072-13,072-100%$780.3K———
West Michigan Advisors, LLC
N/A—13,000-13,000-100%$256.3K———
Zacks Investment Management
N/A—12,897-12,897-100%$769.8K———
Maxele Advisors, LLC
N/A—12,865-12,865-100%$767.9K———
Kirtland Hills Capital Management, LLC
N/A—12,795-12,795-100%$763.8K———
Stratos Wealth Advisors, LLC
N/A—12,695-12,695-100%$757.8K———
VestGen Investment Management
N/A—12,675-12,675-100%$756.6K———
Lakeridge Wealth Management LLC
N/A—12,381-12,381-100%$739.0K———
Perspective Wealth Advisors LLC
N/A—12,316-12,316-100%$735.1K———
Rehmann Capital Advisory Group
N/A—12,116-12,116-100%$723.3K———
White Pine Capital LLC
N/A—12,084-12,084-100%$721.3K———
Tradition Wealth Management, LLC
N/A—12,040-12,040-100%$718.6K———
Forefront Wealth Partners, LLC
N/A—12,037-12,037-100%$718.5K———
Cozad Asset Management Inc
N/A—12,036-12,036-100%$718.5K———
Jaffetilchin Investment Partners, LLC
N/A—11,999-11,999-100%$716.2K———
Galilei Investment Office LLP
N/A—11,825-11,825-100%$705.8K———
Icon Wealth Advisors, LLC
N/A—11,778-11,778-100%$703.0K———
Cambria Investment Management, L.P.
N/A—11,775-11,775-100%$702.9K———
Axis Wealth Partners, LLC
N/A—11,696-11,696-100%$698.1K———
RiverFront Investment Group, LLC
N/A—11,648-11,648-100%$695.2K———
Gross & Hartman Investments LLC
N/A—11,543-11,543-100%$689.0K———
PAX Financial Group, LLC
N/A—11,417-11,417-100%$681.5K———
Klcm Advisors, Inc.
N/A—11,384-11,384-100%$679.5K———
Berkeley Capital Partners, LLC
N/A—11,348-11,348-100%$677.4K———
New Republic Capital, LLC
N/A—11,312-11,312-100%$675.2K———
GWN Securities Inc.
N/A—11,288-11,288-100%$673.8K———
IFG Advisory, LLC
N/A—11,167-11,167-100%$666.5K———
Legacy PCG, LLC
N/A—11,006-11,006-100%$664.0K———
Next Capital Management LLC
N/A—10,919-10,919-100%$651.8K———
Inspire Advisors, LLC
N/A—10,899-10,899-100%$649.6K———
Webster Bank, N. A.
N/A—10,895-10,895-100%$650.3K———
WealthCollab, LLC
N/A—10,876-10,876-100%$649.2K———
Gambit Capital Management, LLC
N/A—10,772-10,772-100%$643.0K———
Stratos Investment Management, LLC
N/A—10,738-10,738-100%$641.0K———
Owen LaRue, LLC
N/A—10,725-10,725-100%$640.2K———
Mmbg Investment Advisors Co.
N/A—10,680-10,680-100%$637.5K———
Peak Asset Management, LLC
N/A—10,591-10,591-100%$632.2K———
Note Advisors, LLC
N/A—10,571-10,571-100%$631.0K———
LRI Investments, LLC
N/A—10,548-10,548-100%$629.6K———
Daybright Advisory Services, Inc.
N/A—10,525-10,525-100%$618.3K———
IMA Advisory Services, Inc.
N/A—10,434-10,434-100%$622.8K———
Black Cypress Capital Management, LLC
N/A—10,242-10,242-100%$611.3K———
M3 Advisory Group, LLC
N/A—10,155-10,155-100%$606.2K———
Systematic Alpha Investments, LLC
N/A—10,115-10,115-100%$603.8K———
Ariel Investments, LLC
N/A—10,065-10,065-100%$600.8K———
5T Wealth, LLC
N/A—10,060-10,060-100%$600.5K———
Athena Investment Management
N/A—9,874-9,874-100%$589.4K———
Balanced Rock Investment Advisors LLC
N/A—9,807-9,807-100%$585.4K———
HTG Investment Advisors, Inc.
N/A—9,781-9,781-100%$583.8K———
Pitti Group Wealth Management, LLC
N/A—9,747-9,747-100%$581.8K———
One Wealth Advisors, LLC
N/A—9,710-9,710-100%$579.6K———
Prosperity Consulting Group, LLC
N/A—9,706-9,706-100%$579.3K———
Motco
N/A—9,626-9,626-100%$574.6K———
Larch Capital Partners LLC
N/A—9,604-9,604-100%$573.3K———
Founders Financial Alliance, LLC
N/A—9,532-9,532-100%$568.9K———
Beaird Harris Wealth Management, LLC
N/A—9,310-9,310-100%$555.7K———
Evernest Financial Advisors, LLC
N/A—9,081-9,081-100%$542.0K———
State Street Corp
N/A—8,995-8,995-100%$536.9K———
Cannell & Spears LLC
N/A—8,991-8,991-100%$536.7K———
PCM Encore, LLC
N/A—8,984-8,984-100%$536.3K———
Tiemann Investment Advisors, LLC
N/A—8,955-8,955-100%$534.5K———
Sonoma Private Wealth LLC
N/A—8,912-8,912-100%$532.0K———
LOM Asset Management Ltd
N/A—8,900-8,900-100%$531.2K———
Bank of Marin
N/A—8,845-8,845-100%$528.0K———
GeoWealth Management, LLC
N/A—8,801-8,801-100%$525.3K———
Security National Bank of SO DAK
N/A—8,796-8,796-100%$525.0K———
Atlanta Consulting Group Advisors, LLC
N/A—8,774-8,774-100%$523.7K———
Pallas Capital Advisors LLC
N/A—8,740-8,740-100%$521.7K———
Nomura Asset Management Co LTD
N/A—8,700-8,700-100%$519.3K———
Planning Directions Inc
N/A—8,673-8,673-100%$517.7K———
Baldwin Investment Management, LLC
N/A—8,649-8,649-100%$516.3K———
Klingenstein Fields & Co LP
N/A—8,603-8,603-100%$513.5K———
Select Asset Management & Trust
N/A—8,600-8,600-100%$513.0K———
Townsquare Capital LLC
N/A—8,592-8,592-100%$512.9K———
DV Trading LLC
N/A—8,579-8,579-100%$512.1K———
Security National Bank of Sioux City Iowa
N/A—8,548-8,548-100%$510.2K———
Vawter Financial, Ltd.
N/A—8,519-8,519-100%$508.5K———
Wescott Financial Advisory Group, LLC
N/A—8,493-8,493-100%$507.0K———
Proactive Wealth Strategies LLC
N/A—8,461-8,461-100%$505.1K———
BWM Planning, LLC
N/A—8,303-8,303-100%$495.6K———
Quotient Wealth Partners, LLC
N/A—8,294-8,294-100%$495.1K———
Orleans Capital Management Corp
N/A—8,267-8,267-100%$493.5K———
Wallace Advisory Group, LLC
N/A—8,083-8,083-100%$482.5K———
Westfuller Advisors, LLC
N/A—8,051-8,051-100%$480.6K———
Partners Capital Investment Group, LLP
N/A—8,026-8,026-100%$479.1K———
JTC Employer Solutions Trustee Ltd
N/A—8,020-8,020-100%$479.0K———
Fi3 Financial Advisors, LLC
N/A—8,017-8,017-100%$588.5K———
Ketron Financial
N/A—7,998-7,998-100%$477.4K———
Clarendon Private LLC
N/A—7,781-7,781-100%$464.4K———
Stelac Advisory Services LLC
N/A—7,770-7,770-100%$463.8K———
East Coast Asset Management, Llc.
N/A—7,734-7,734-100%$461.6K———
Canal Capital Management, LLC
N/A—7,714-7,714-100%$460.5K———
Atomic Invest LLC
N/A—7,533-7,533-100%$445.7K———
Financial Alternatives, Inc
N/A—7,492-7,492-100%$447.2K———
VeraBank, N.A.
N/A—7,395-7,395-100%$441.4K———
Hamilton Wealth, LLC
N/A—7,321-7,321-100%$437.0K———
Twin City Private Wealth, LLC
N/A—7,246-7,246-100%$432.5K———
EWA, LLC
N/A—7,242-7,242-100%$432.3K———
Geometric Wealth Advisors
N/A—7,224-7,224-100%$431.2K———
Lcnb Corp
N/A—7,134-7,134-100%$425.8K———
Cedarwood Wealth LLC
N/A—7,074-7,074-100%$422.3K———
Private Capital Management, LLC
N/A—7,060-7,060-100%$421.4K———
Edgestream Partners, L.P.
N/A—6,914-6,914-100%$412.7K———
Millstone Evans Group, LLC
N/A—6,884-6,884-100%$410.9K———
Fortis Capital Management LLC
N/A—6,866-6,866-100%$409.9K———
Sankala Group LLC
N/A—6,856-6,856-100%$408.8K———
Safe Harbor Family Capital, LLC
N/A—6,671-6,671-100%$398.2K———
Lifeworks Advisors, LLC
N/A—6,666-6,666-100%$397.9K———
Legacy Wealth Managment, LLC
N/A—6,554-6,554-100%$391.2K———
Libra Wealth LLC
N/A—6,539-6,539-100%$390.3K———
Teachers Insurance & Annuity Association of America
N/A—6,426-6,426-100%$383.6K———
Laffer Tengler Investments, Inc.
N/A—6,397-6,397-100%$381.8K———
Curi Capital, LLC
N/A—6,329-6,329-100%$377.8K———
Resources Management Corp
N/A—6,320-6,320-100%$377.3K———
Legacy Financial Group LLC
N/A—6,309-6,309-100%$376.6K———
FAS Wealth Partners, Inc.
N/A—6,271-6,271-100%$374.3K———
Evelyn Partners Group Ltd
N/A—6,270-6,270-100%$547.5K———
Perennial Investment Advisors, LLC
N/A—6,248-6,248-100%$372.9K———
Broadleaf Partners, LLC
N/A—6,131-6,131-100%$366.0K———
Goepper Burkhardt LLC
N/A—6,063-6,063-100%$361.9K———
KKM Financial LLC
N/A—6,057-6,057-100%$361.5K———
Potomac Fund Management Inc
N/A—5,982-5,982-100%$357.1K———
Destination Wealth Management
N/A—5,970-5,970-100%$356.3K———
Strait & Sound Wealth Management LLC
N/A—5,969-5,969-100%$356.3K———
Longview Financial Advisors LLC
N/A—5,909-5,909-100%$352.7K———
Ruedi Wealth Management, Inc.
N/A—5,904-5,904-100%$352.4K———
Liberty Square Wealth Partners LLC
N/A—5,891-5,891-100%$351.6K———
SHP Wealth Management
N/A—5,891-5,891-100%$351.6K———
Riverview Capital Advisers, LLC
N/A—5,853-5,853-100%$349.4K———
Madison Asset Management, LLC
N/A—5,851-5,851-100%$349.2K———
Florida Financial Advisors, LLC
N/A—5,835-5,835-100%$348.3K———
SlateStone Wealth, LLC
N/A—5,795-5,795-100%$346.0K———
Robinhood Asset Management, LLC
N/A—5,770-5,770-100%$344.4K———
Strategic Wealth Partners, Ltd.
N/A—5,730-5,730-100%$342.0K———
Forum Private Client Group LLC
N/A—5,534-5,534-100%$330.3K———
Lavaca Capital LLC
N/A—5,484-5,484-100%$327.3K———
Bouchey Financial Group, Ltd.
N/A—5,468-5,468-100%$326.4K———
Shufro Rose & Co LLC
N/A—5,462-5,462-100%$326.0K———
Common Fund for Nonprofit Organizations
N/A—5,437-5,437-100%$324.5K———
1832 Asset Management L.P.
N/A—5,387-5,387-100%$321.6K———
TRB Wealth Management, LLC
N/A—5,371-5,371-100%$320.6K———
Clark Capital Management Group, Inc.
N/A—5,367-5,367-100%$320.4K———
Front Row Advisors LLC
N/A—5,354-5,354-100%$321.9K———
Crux Wealth Advisors
N/A—5,336-5,336-100%$318.5K———
Olde Wealth Management, LLC
N/A—5,320-5,320-100%$317.0K———
Bellwether Advisors, LLC
N/A—5,283-5,283-100%$315.3K———
Godfrey Financial Associates, Inc.
N/A—5,271-5,271-100%$316.4K———
Fielder Capital Group LLC
N/A—5,202-5,202-100%$310.5K———
WealthTrust Axiom LLC
N/A—5,155-5,155-100%$307.7K———
Keebeck Wealth Management
N/A—5,085-5,085-100%$303.6K———
Team Hewins, LLC
N/A—5,067-5,067-100%$302.5K———
Impact Partnership Wealth, LLC
N/A—5,024-5,024-100%$299.9K———
Investor's Fiduciary Advisor Network, LLC
N/A—5,018-5,018-100%$299.0K———
Walter & Keenan Wealth Management LLC
N/A—4,986-4,986-100%$297.6K———
Coastal Bridge Advisors, LLC
N/A—4,914-4,914-100%$293.3K———
Northstar Asset Management Inc
N/A—4,912-4,912-100%$293.2K———
First Foundation Advisors
N/A—4,900-4,900-100%$292.5K———
Transcend Capital Advisors, LLC
N/A—4,877-4,877-100%$291.1K———
Vantage Point Financial LLC
N/A—4,858-4,858-100%$290.0K———
KilterHowling LLC
N/A—4,850-4,850-100%$289.5K———
WJ Financial Advisors LLC
N/A—4,804-4,804-100%$286.7K———
EQ LLC
N/A—4,736-4,736-100%$282.7K———
Vickerman Investment Advisors, Inc.
N/A—4,733-4,733-100%$282.5K———
Bogart Wealth, LLC
N/A—4,709-4,709-100%$281.1K———
Brave Asset Management Inc
N/A—4,709-4,709-100%$281.1K———
Hobbs Group Advisors, LLC
N/A—4,648-4,648-100%$277.5K———
Chico Wealth RIA
N/A—4,646-4,646-100%$277.3K———
Heartland Bank & Trust Co
N/A—4,612-4,612-100%$275.3K———
BCS Private Wealth Management, Inc.
N/A—4,574-4,574-100%$273.0K———
Millington Financial Advisors, LLC
N/A—4,563-4,563-100%$263.9K———
Benningfield Financial Advisors, LLC
N/A—4,549-4,549-100%$271.5K———
Caerus Investment Advisors, LLC
N/A—4,540-4,540-100%$271.0K———
Dunhill Financial, LLC
N/A—4,527-4,527-100%$270.3K———
Meramec Financial Planners, LLC
N/A—4,503-4,503-100%$262.2K———
Richard W. Paul & Associates, LLC
N/A—4,474-4,474-100%$267.1K———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—4,457-4,457-100%$266.1K———
Meridian Wealth Advisors, LLC
N/A—4,419-4,419-100%$263.8K———
FMB Wealth Management
N/A—4,396-4,396-100%$262.4K———
Calton & Associates, Inc.
N/A—4,348-4,348-100%$259.5K———
WNY Asset Management, LLC
N/A—4,344-4,344-100%$259.3K———
Maridea Wealth Management LLC
N/A—4,300-4,300-100%$256.7K———
Stillwater Private Wealth, LLC
N/A—4,257-4,257-100%$257———
Peregrine Asset Advisers, Inc.
N/A—4,249-4,249-100%$253.6K———
Basepoint Wealth LLC
N/A—4,241-4,241-100%$253.1K———
Madison Wealth Partners, Inc
N/A—4,219-4,219-100%$251.8K———
Retirement Income Solutions, Inc
N/A—4,181-4,181-100%$226.0K———
Fund Advisors of America Inc
N/A—4,168-4,168-100%$248.8K———
Jane Street Group, LLC
N/A—4,162-4,162-100%$248.4K———
Waddell & Associates, LLC
N/A—4,088-4,088-100%$244.0K———
Caitlin John, LLC
N/A—3,976-3,976-100%$237.3K———
Hollencrest Capital Management
N/A—3,973-3,973-100%$237.1K———
Wealthquest Corp
N/A—3,972-3,972-100%$237.1K———
Strategic Financial Concepts, LLC
N/A—3,924-3,924-100%$217.9K———
Trustco Bank Corp N Y
N/A—3,892-3,892-100%$232.3K———
Seneschal Advisors, LLC
N/A—3,877-3,877-100%$231.4K———
Anchor Investment Management, LLC
N/A—3,872-3,872-100%$231.1K———
Kapstone Financial Advisors LLC
N/A—3,831-3,831-100%$228.7K———
Capasso Planning Partners LLC
N/A—3,798-3,798-100%$226.7K———
Intellectus Partners, LLC
N/A—3,796-3,796-100%$226.6K———
Performance Wealth Partners, LLC
N/A—3,794-3,794-100%$226.5K———
HHM Wealth Advisors, LLC
N/A—3,744-3,744-100%$223.5K———
Caldwell Sutter Capital, Inc.
N/A—3,734-3,734-100%$222.9K———
Warner Group LLC
N/A—3,690-3,690-100%$220.3K———
Star Financial Bank
N/A—3,659-3,659-100%$218.4K———
Capital Asset Managemnet, LLC
N/A—3,626-3,626-100%$216.4K———
Brookwood Investment Group LLC
N/A—3,600-3,600-100%$214.9K———
Wealth Alliance, LLC
N/A—3,593-3,593-100%$214.5K———
Empirical Asset Management, LLC
N/A—3,561-3,561-100%$212.6K———
Capstone Financial Advisors, Inc.
N/A—3,555-3,555-100%$212.2K———
Guardian Wealth Advisors, LLC / NC
N/A—3,511-3,511-100%$209.6K———
PIN OAK Investment Advisors Inc
N/A—3,485-3,485-100%$208.0K———
Brio Consultants, LLC
N/A—3,422-3,422-100%$204.3K———
Freedom Investment Management, Inc.
N/A—3,393-3,393-100%$202.5K———
Jump Financial, LLC
N/A—3,379-3,379-100%$201.7K———
Exit Wealth Advisors, Llc.
N/A—3,376-3,376-100%$201.5K———
Colonial Trust Advisors
N/A—3,289-3,289-100%$196.3K———
Rothschild Investment LLC
N/A—3,052-3,052-100%$182.2K———
Forum Finance Group S.A.
N/A—3,051-3,051-100%$147———
Delos Wealth Advisors, LLC
N/A—3,020-3,020-100%$180.3K———
Colonial Trust Co / SC
N/A—2,906-2,906-100%$173.5K———
Keating Financial Advisory Services, Inc.
N/A—2,759-2,759-100%$164.7K———
BNP Paribas Financial Markets
N/A—2,667-2,667-100%$159.2K———
Strategic Investment Solutions, Inc.
N/A—2,609-2,609-100%$155.7K———
Sachetta, LLC
N/A—2,606-2,606-100%$155.6K———
Ramirez Asset Management, Inc.
N/A—2,471-2,471-100%$147.5K———
USA Financial Formulas
N/A—2,454-2,454-100%$146.5K———
Synergy Investment Management, LLC
N/A—2,428-2,428-100%$141.3K———
Tacita Capital Inc
N/A—2,402-2,402-100%$143.4K———
Ameriflex Group, Inc.
N/A—2,334-2,334-100%$139.3K———
Ankerstar Wealth, LLC
N/A—2,022-2,022-100%$120.7K———
Swisher Financial Concepts, Inc.
N/A—1,924-1,924-100%$114.8K———
Strive Financial Group,LLC
N/A—1,912-1,912-100%$114.1K———
Truvestments Capital LLC
N/A—1,856-1,856-100%$88.7K———
Bitterroot Capital Advisors LLC
N/A—1,845-1,845-100%$110.1K———
Chesapeake Asset Management LLC
N/A—1,828-1,828-100%$109.1K———
Operose Advisors LLC
N/A—1,787-1,787-100%$106.6K———
Aberdeen Wealth Management LLC
N/A—1,767-1,767-100%$105.4K———
CNB Bank
N/A—1,705-1,705-100%$101.8K———
Providence Capital Advisors, LLC
N/A—1,688-1,688-100%$100.8K———
Tidemark, LLC
N/A—1,662-1,662-100%$99.2K———
Cambient Family Office, LLC
N/A—1,584-1,584-100%$94.5K———
Heritage Wealth Advisors
N/A—1,568-1,568-100%$93.6K———
Monetary Management Group Inc
N/A—1,500-1,500-100%$89.5K———
Outlook Capital Management, LLC
N/A—1,498-1,498-100%$89.4K———
Investment Counsel Co of Nevada
N/A—1,435-1,435-100%$85.7K———
Kilter Group LLC
N/A—1,344-1,344-100%$80.2K———
Crews Bank & Trust
N/A—1,289-1,289-100%$76.9K———
Rogco, LP
N/A—1,181-1,181-100%$70.5K———
Banque Transatlantique SA
N/A—1,155-1,155-100%$68.9K———
Group One Trading LLC
N/A—1,111-1,111-100%$66.3K———
Timmons Wealth Management, LLC
N/A—1,032-1,032-100%$61.6K———
Imprint Wealth LLC
N/A—932-932-100%$55.6K———
Walsh & Associates, LLC
N/A—875-875-100%$52.3K———
Field & Main Bank
N/A—785-785-100%$46.9K———
Ritter Daniher Financial Advisory LLC / de
N/A—684-684-100%$40.8K———
Vision Retirement, LLC
N/A—676-676-100%$40.3K———
Toews Corp
N/A—644-644-100%$38.4K———
Dogwood Wealth Management LLC
N/A—644-644-100%$38.4K———
State Farm Mutual Automobile Insurance Co
N/A—642-642-100%$38.3K———
Orion Capital Management LLC
N/A—618-618-100%$36.9K———
HighMark Wealth Management LLC
N/A—617-617-100%$36.8K———
Cary Street Partners Investment Advisory LLC
N/A—616-616-100%$36.8K———
Bernard Wealth Management Corp.
N/A—590-590-100%$35.2K———
Valor Advisors LLC
N/A—589-589-100%$35.2K———
Harborfront Financial Group LLC
N/A—575-575-100%$34.3K———
Protective Life Corp
N/A—569-569-100%$34.0K———
Copia Wealth Management
N/A—544-544-100%$32.5K———
Leo H. Evart, Inc.
N/A—543-543-100%$32.4K———
Frazier Financial Advisors, LLC
N/A—542-542-100%$32.4K———
Avalon Trust Co
N/A—528-528-100%$31.5K———
Miller Capital Partners, Inc.
N/A—525-525-100%$31.3K———
Swan Capital LLC
N/A—490-490-100%$29.2K———
TD Capital Management LLC
N/A—466-466-100%$27.8K———
HFM Investment Advisors, LLC
N/A—452-452-100%$27.0K———
Migdal Insurance & Financial Holdings Ltd.
N/A—450-450-100%$26.9K———
Alerus Financial NA
N/A—447-447-100%$26.7K———
Banque Cantonale Vaudoise
N/A—427-427-100%$25———
Top Private Wealth Llc.
N/A—412-412-100%$24.6K———
Mpwm Advisory Solutions, LLC
N/A—403-403-100%$24.1K———
Morgan Dempsey Capital Management LLC
N/A—396-396-100%$23.6K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—298-298-100%$17.8K———
Darwin Wealth Management, LLC
N/A—298-298-100%$17.8K———
Wellington-Altus USA Inc.
N/A—258-258-100%$13.9K———
Sittner & Nelson, LLC
N/A—239-239-100%$14.3K———
S&T Bank
N/A—230-230-100%$13.7K———
Lummis Asset Management, LP
N/A—217-217-100%$13.0K———
Wiser Advisor Group LLC
N/A—213-213-100%$12.7K———
Jackson, Grant Investment Advisers, Inc.
N/A—205-205-100%$12.2K———
Delta Asset Management LLC
N/A—200-200-100%$11.9K———
Bruce G. Allen Investments, LLC
N/A—196-196-100%$11.7K———
Osbon Capital Management LLC
N/A—195-195-100%$11.6K———
FWL Investment Management, LLC
N/A—195-195-100%$11.6K———
Capital Advisor Network LLC
N/A—194-194-100%$11.6K———
Horizon Investments, LLC
N/A—194-194-100%$11.6K———
Consultiva Wealth Management, Corp.
N/A—163-163-100%$9.7K———
Prestige Wealth Management Group LLC
N/A—151-151-100%$9.0K———
CoreFirst Bank & Trust
N/A—116-116-100%$6.9K———
Broadwater Capital Management LLC
N/A—112-112-100%$6.7K———
Fourth Dimension Wealth, LLC
N/A—103-103-100%$6.1K———
Nova Wealth Management, Inc.
N/A—103-103-100%$6.1K———
Abound Financial, LLC
N/A—84-84-100%$5.0K———
Cheviot Value Management, LLC
N/A—77-77-100%$4.6K———
Pinney & Scofield, Inc.
N/A—75-75-100%$4.5K———
1 North Wealth Services LLC
N/A—58-58-100%$3.5K———
Mark Sheptoff Financial Planning, LLC
N/A—50-50-100%$3.0K———
Bellevue Asset Management, LLC
N/A—50-50-100%$3.0K———
JPL Wealth Management, LLC
N/A—45-45-100%$2.7K———
EFG International AG
N/A—43-43-100%$2.6K———
Paladin Advisory Group, LLC
N/A—43-43-100%$2.6K———
Napier Financial, LLC
N/A—42-42-100%$2.5K———
Game Plan Financial Advisors, LLC
N/A—21-21-100%$1.3K———
Kerr Financial Planning Corp
N/A—14-14-100%$836———
Mcguire Capital Advisors Inc
N/A—8-8-100%$478———
Luminist Capital LLC
N/A—00—$3.4K———
Showing 2708 of 2708 institutions