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Vanguard Info Tech ETF (VGT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares10,312,064 from 10,335,429
Change-23,365 (0%)
Value$1.3B (+$60.6M)
Filed 2026-11-06
Vantagepoint Investment Advisers LLC
INCREASED
Shares3,489,842 from 3,327,214
Change+162,628 (+5%)
Value$438.6M (+$40.9M)
Filed 2026-10-26
Harel Insurance Investments & Financial Services Ltd.
DECREASED
Shares2,415,622 from 2,421,267
Change-5,645 (0%)
Value$303.6K (-$289.1M)
Filed 2026-11-02
PNC Financial Services Group, Inc.
DECREASED
Shares2,294,746 from 2,338,976
Change-44,230 (-2%)
Value$288.4M (+$8.8M)
Filed 2026-11-06
Timothy G. Youngquist 2020 Irrevocable Trust
INCREASED
Shares2,187,320 from 2,172,703
Change+14,617 (+1%)
Value$274.9M (+$15.2M)
Filed 2026-10-13
Lido Advisors, LLC
INCREASED
Shares1,799,129 from 1,746,873
Change+52,256 (+3%)
Value$226.1M (+$17.3M)
Filed 2026-11-04
Russell Investments Group, Ltd.
DECREASED
Shares1,712,223 from 1,791,427
Change-79,204 (-4%)
Value$215.2M (+$1.1M)
Filed 2026-11-06
Commonwealth Equity Services, LLC
DECREASED
Shares1,493,908 from 1,534,304
Change-40,396 (-3%)
Value$187.7M (+$4.4M)
Filed 2026-11-02
Compass Financial Group, Inc
INCREASED
Shares1,491,320 from 1,389,983
Change+101,337 (+7%)
Value$187.4M (+$21.3M)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares1,461,265 from 1,379,203
Change+82,062 (+6%)
Value$183.6K (-$164.7M)
Filed 2026-11-02
Taiyo Life Insurance Co
UNCHANGED
Shares1,352,000 from 1,352,000
Change0 (0%)
Value$169.9K (-$161.4M)
Filed 2026-10-20
Creative Planning
INCREASED
Shares1,330,609 from 1,330,391
Change+218 (+0%)
Value$167.2M (+$8.2M)
Filed 2026-11-02
Truist Financial Corp
DECREASED
Shares1,314,456 from 1,364,127
Change-49,671 (-4%)
Value$165.2M (+$2.1M)
Filed 2026-10-30
Folger Nolan Fleming Douglas Capital Management, Inc
DECREASED
Shares1,292,914 from 1,378,210
Change-85,296 (-6%)
Value$162.5M (-$2.2M)
Filed 2026-10-13
Assetmark, Inc
INCREASED
Shares1,174,114 from 1,095,198
Change+78,916 (+7%)
Value$147.6M (+$16.7M)
Filed 2026-10-21
Principal Financial Group Inc
NEW
Shares1,150,150
Change+1,150,150
Value$144.5M
Filed 2026-11-02
71 West Capital Partners
DECREASED
Shares1,076,771 from 1,085,047
Change-8,276 (-1%)
Value$135.3M (+$5.6M)
Filed 2026-11-04
Armstrong Advisory Group, Inc
INCREASED
Shares1,029,699 from 1,027,235
Change+2,464 (+0%)
Value$129.4M (+$6.6M)
Filed 2026-10-09
Fifth Third Bancorp
DECREASED
Shares913,444 from 969,149
Change-55,705 (-6%)
Value$114.8M (-$1.0M)
Filed 2026-11-05
Bailard, Inc.
DECREASED
Shares877,429 from 912,145
Change-34,716 (-4%)
Value$110.3M (+$1.2M)
Filed 2026-10-13
Northstar Asset Management Co
DECREASED
Shares855,279 from 870,728
Change-15,449 (-2%)
Value$104.6M (+$5.9M)
Filed 2026-10-22
Kestra Advisory Services, LLC
INCREASED
Shares806,163 from 712,922
Change+93,241 (+13%)
Value$101.3M (+$16.1M)
Filed 2026-11-02
Beacon Capital Management, Inc.
DECREASED
Shares799,230 from 849,662
Change-50,432 (-6%)
Value$100.4M (-$1.1M)
Filed 2026-10-13
Concurrent Investment Advisors, LLC
INCREASED
Shares763,152 from 226,984
Change+536,168 (+236%)
Value$95.9M (+$68.8M)
Filed 2026-10-16
Yarbrough Capital, LLC
UNCHANGED
Shares712,463 from 712,463
Change0 (0%)
Value$89.5M (+$4.4M)
Filed 2026-10-19
AGF Management LTD
DECREASED
Shares643,969 from 689,855
Change-45,886 (-7%)
Value$80.9M (-$1.5M)
Filed 2026-11-03
WBH Advisory Inc
DECREASED
Shares627,236 from 637,972
Change-10,736 (-2%)
Value$78.8M (+$2.6M)
Filed 2026-11-05
KCM Investment Advisors LLC
DECREASED
Shares617,237 from 617,483
Change-246 (0%)
Value$77.6M (+$3.8M)
Filed 2026-10-27
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares614,272 from 560,526
Change+53,746 (+10%)
Value$68.3M (+$11.4M)
Filed 2026-10-13
Apollon Wealth Management, LLC
INCREASED
Shares582,047 from 580,586
Change+1,461 (+0%)
Value$73.1M (+$3.8M)
Filed 2026-10-23
Spire Wealth Management
DECREASED
Shares555,249 from 575,609
Change-20,360 (-4%)
Value$69.8M (+$989.1K)
Filed 2026-10-30
AMI Investment Management Inc
DECREASED
Shares501,137 from 502,036
Change-899 (0%)
Value$63.0M (+$3.0M)
Filed 2026-10-27
Fisher Asset Management, LLC
DECREASED
Shares485,854 from 498,063
Change-12,209 (-2%)
Value$61.1M (+$1.5M)
Filed 2026-11-06
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED
Shares476,945 from 446,871
Change+30,074 (+7%)
Value$59.9M (+$6.5M)
Filed 2026-10-28
Trust Co of Oklahoma
DECREASED
Shares456,423 from 483,407
Change-26,984 (-6%)
Value$57.4M (-$418.1K)
Filed 2026-10-15
Pinnacle Associates LTD
DECREASED
Shares446,428 from 449,691
Change-3,263 (-1%)
Value$56.1M (+$2.4M)
Filed 2026-10-20
Park National Corp
DECREASED
Shares418,794 from 429,410
Change-10,616 (-2%)
Value$52.6M (+$1.3M)
Filed 2026-10-05
SBI Securities Co., Ltd.
DECREASED
Shares373,706 from 377,925
Change-4,219 (-1%)
Value$47.0M (+$1.8M)
Filed 2026-10-22
Winthrop Capital Management, LLC
DECREASED
Shares349,317 from 365,715
Change-16,398 (-4%)
Value$43.9M (+$188.6K)
Filed 2026-11-05
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares347,000 from 351,436
Change-4,436 (-1%)
Value$43.6M (+$1.6M)
Filed 2026-10-05
First Merchants Corp
DECREASED
Shares319,642 from 331,585
Change-11,943 (-4%)
Value$40.2M (+$538.4K)
Filed 2026-10-15
Mokosak Advisory Group, LLC
DECREASED
Shares319,642 from 322,029
Change-2,387 (-1%)
Value$40.2M (+$1.7M)
Filed 2026-10-20
Portfolio Strategies, Inc.
DECREASED
Shares298,548 from 306,389
Change-7,841 (-3%)
Value$37.5M (+$898.9K)
Filed 2026-11-06
Wiser Wealth Management, Inc
DECREASED
Shares294,326 from 304,688
Change-10,362 (-3%)
Value$37.0M (+$571.6K)
Filed 2026-10-14
Shah Wealth Advisors, LLC
INCREASED
Shares292,512 from 277,415
Change+15,097 (+5%)
Value$36.8M (+$3.6M)
Filed 2026-11-06
XML Financial, LLC
DECREASED
Shares290,885 from 292,783
Change-1,898 (-1%)
Value$36.6M (+$1.6M)
Filed 2026-10-29
IFP Advisors, Inc
INCREASED
Shares287,049 from 275,462
Change+11,587 (+4%)
Value$36.1M (+$3.2M)
Filed 2026-10-16
Cornerstone Advisory, LLC
INCREASED
Shares284,595 from 237,662
Change+46,933 (+20%)
Value$35.8M (+$7.4M)
Filed 2026-11-06
Barclays PLC
INCREASED
Shares269,599 from 134,842
Change+134,757 (+100%)
Value$33.9M (+$17.8M)
Filed 2026-11-06
Gratus Wealth Advisors, LLC
DECREASED
Shares267,718 from 271,486
Change-3,768 (-1%)
Value$33.6M (+$1.2M)
Filed 2026-10-26
Marotta Asset Management
DECREASED
Shares265,444 from 297,077
Change-31,633 (-11%)
Value$33.4M (-$1.5M)
Filed 2026-10-02
Wealth Group Ltd
DECREASED
Shares264,455 from 266,045
Change-1,590 (-1%)
Value$33.9M (+$2.1M)
Filed 2026-10-07
Enclave Advisors LLC
DECREASED
Shares260,147 from 271,246
Change-11,099 (-4%)
Value$32.7M (+$273.3K)
Filed 2026-10-14
Baker Ellis Asset Management LLC
INCREASED
Shares253,539 from 253,459
Change+80 (+0%)
Value$31.9M (+$1.6M)
Filed 2026-10-14
Capital Advisors Wealth Management, LLC
INCREASED
Shares248,225 from 247,167
Change+1,058 (+0%)
Value$31.2M (+$1.7M)
Filed 2026-10-09
White Lighthouse Investment Management Inc.
DECREASED
Shares246,375 from 253,028
Change-6,653 (-3%)
Value$31.0M (+$720.0K)
Filed 2026-10-21
Barings LLC
DECREASED
Shares243,811 from 284,064
Change-40,253 (-14%)
Value$30.6M (-$3.3M)
Filed 2026-10-22
Markowski Investments
INCREASED
Shares241,295 from 240,132
Change+1,163 (+0%)
Value$30.3M (+$1.6M)
Filed 2026-10-30
J.W. Cole Advisors, Inc.
INCREASED
Shares235,376 from 233,082
Change+2,294 (+1%)
Value$29.6M (+$1.7M)
Filed 2026-11-05
Oppenheimer & Co Inc
INCREASED
Shares228,091 from 225,217
Change+2,874 (+1%)
Value$28.7M (+$1.7M)
Filed 2026-10-26
HB Wealth Management, LLC
DECREASED
Shares222,596 from 223,842
Change-1,246 (-1%)
Value$28.0M (+$1.2M)
Filed 2026-10-23
Citigroup Inc
INCREASED
Shares222,323 from 214,615
Change+7,708 (+4%)
Value$27.9M (+$2.3M)
Filed 2026-11-04
Financial Perspectives, Inc
DECREASED
Shares222,054 from 223,584
Change-1,530 (-1%)
Value$27.9M (+$1.2M)
Filed 2026-11-03
Pioneer Family Office, LLC
INCREASED
Shares221,087 from 212,483
Change+8,604 (+4%)
Value$27.8M (+$2.4M)
Filed 2026-10-30
Perigon Wealth Management, LLC
DECREASED
Shares212,505 from 224,450
Change-11,945 (-5%)
Value$26.7M (-$120.7K)
Filed 2026-10-22
Brandywine OAK Private Wealth LLC
DECREASED
Shares210,782 from 210,995
Change-213 (0%)
Value$26.5M (+$1.3M)
Filed 2026-10-23
Robertson Stephens Wealth Management, LLC
DECREASED
Shares206,090 from 217,178
Change-11,088 (-5%)
Value$25.9M (-$57.8K)
Filed 2026-10-16
Annex Advisory Services, LLC
DECREASED
Shares204,008 from 208,680
Change-4,672 (-2%)
Value$25.6M (+$696.3K)
Filed 2026-10-16
Junk Investment Group, LLC
INCREASED
Shares199,997 from 193,838
Change+6,159 (+3%)
Value$25.1M (+$2.0M)
Filed 2026-10-19
Redstone Wealth Management, LLC
INCREASED
Shares198,175 from 193,882
Change+4,293 (+2%)
Value$24.9M (+$1.7M)
Filed 2026-10-20
Hartford Financial Management Inc.
INCREASED
Shares195,376 from 193,254
Change+2,122 (+1%)
Value$24.6M (+$1.5M)
Filed 2026-10-21
Wheelhouse Advisory Group LLC
INCREASED
Shares192,812 from 188,828
Change+3,984 (+2%)
Value$24.2M (+$1.7M)
Filed 2026-10-20
Kwmg, LLC
INCREASED
Shares191,540 from 188,807
Change+2,733 (+1%)
Value$24.1M (+$1.5M)
Filed 2026-10-07
AlphaCore Capital LLC
DECREASED
Shares186,034 from 202,066
Change-16,032 (-8%)
Value$23.4M (-$772.0K)
Filed 2026-11-04
Curtis Advisory Group, LLC
UNCHANGED
Shares184,664 from 184,664
Change0 (0%)
Value$23.2M (+$1.1M)
Filed 2026-10-28
Kestra Private Wealth Services, LLC
DECREASED
Shares182,486 from 192,313
Change-9,827 (-5%)
Value$22.9M (-$52.3K)
Filed 2026-11-06
Foronjy Financial LLC
INCREASED
Shares182,228 from 180,863
Change+1,365 (+1%)
Value$22.9M (+$1.3M)
Filed 2026-10-14
Founders Grove Wealth Partners, LLC
INCREASED
Shares181,757 from 179,907
Change+1,850 (+1%)
Value$22.8M (+$1.3M)
Filed 2026-10-16
Gibraltar Capital Management, Inc.
DECREASED
Shares175,640 from 177,612
Change-1,972 (-1%)
Value$22.1M (+$844.5K)
Filed 2026-10-27
Merit Financial Group, LLC
INCREASED
Shares174,516 from 173,991
Change+525 (+0%)
Value$21.9M (+$1.1M)
Filed 2026-11-06
Farther Finance Advisors, LLC
INCREASED
Shares174,513 from 165,459
Change+9,054 (+5%)
Value$21.9M (+$2.2M)
Filed 2026-10-08
MGO One Seven LLC
DECREASED
Shares174,016 from 185,737
Change-11,721 (-6%)
Value$21.9M (-$330.8K)
Filed 2026-10-28
Atria Investments, Inc
INCREASED
Shares172,632 from 171,937
Change+695 (+0%)
Value$21.7M (+$1.1M)
Filed 2026-10-15
Evergreen Capital Management LLC
DECREASED
Shares170,125 from 170,231
Change-106 (0%)
Value$21.4M (+$1.0M)
Filed 2026-10-23
KTF Investments, LLC
DECREASED
Shares168,916 from 180,594
Change-11,678 (-6%)
Value$21.2M (-$356.9K)
Filed 2026-10-23
Praetorian Wealth Management, Inc.
DECREASED
Shares168,782 from 169,610
Change-828 (0%)
Value$21.2M (+$939.0K)
Filed 2026-10-16
Simon Quick Advisors, LLC
DECREASED
Shares165,698 from 197,992
Change-32,294 (-16%)
Value$20.8M (-$2.8M)
Filed 2026-10-26
Fifth Third Wealth Advisors LLC
DECREASED
Shares163,146 from 165,448
Change-2,302 (-1%)
Value$20.5M (+$728.2K)
Filed 2026-10-22
Parallel Advisors, LLC
INCREASED
Shares162,236 from 98,549
Change+63,687 (+65%)
Value$20.4M (+$8.6M)
Filed 2026-11-03
SteelPeak Wealth, LLC
INCREASED
Shares158,861 from 20,394
Change+138,467 (+679%)
Value$20.0M (+$17.5M)
Filed 2026-10-16
Leeward Financial Partners, LLC
DECREASED
Shares158,372 from 159,986
Change-1,614 (-1%)
Value$19.9M (+$781.0K)
Filed 2026-10-23
Arkansas Financial Group, Inc.
INCREASED
Shares155,202 from 155,103
Change+99 (+0%)
Value$19.5M (+$966.3K)
Filed 2026-10-26
US Bancorp \de\
INCREASED
Shares154,817 from 149,229
Change+5,588 (+4%)
Value$19.5M (+$1.6M)
Filed 2026-11-05
Sage Mountain Advisors LLC
UNCHANGED
Shares154,016 from 154,016
Change0 (0%)
Value$19.4M (+$947.2K)
Filed 2026-11-02
Jmac Enterprises LLC
INCREASED
Shares153,103 from 152,962
Change+141 (+0%)
Value$19.2M (+$958.4K)
Filed 2026-10-30
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares152,810 from 130,167
Change+22,643 (+17%)
Value$19.2M (+$3.6M)
Filed 2026-10-20
CoreCap Advisors, LLC
DECREASED
Shares152,404 from 154,381
Change-1,977 (-1%)
Value$19.2M (+$701.1K)
Filed 2026-10-08
Triangle Securities Wealth Management
DECREASED
Shares152,375 from 156,663
Change-4,288 (-3%)
Value$19.1M (+$424.6K)
Filed 2026-10-14
Chatham Capital Group, Inc.
DECREASED
Shares146,972 from 147,008
Change-36 (0%)
Value$18.5M (+$899.6K)
Filed 2026-10-16
True Private Wealth Advisors
INCREASED
Shares146,138 from 139,665
Change+6,473 (+5%)
Value$18.4M (+$1.7M)
Filed 2026-10-19
JBR Co Financial Management Inc
DECREASED
Shares144,480 from 147,030
Change-2,550 (-2%)
Value$16.9M (-$637.1K)
Filed 2026-10-13
Curran Financial Partners, LLC
DECREASED
Shares144,385 from 157,913
Change-13,528 (-9%)
Value$18.1M (-$728.9K)
Filed 2026-11-04
First Financial Corp
DECREASED
Shares143,891 from 154,898
Change-11,007 (-7%)
Value$18.1M (-$430.6K)
Filed 2026-10-13
Certified Advisory Corp
DECREASED
Shares139,146 from 145,441
Change-6,295 (-4%)
Value$17.5M (+$103.3K)
Filed 2026-10-29
Principle Wealth Partners LLC
DECREASED
Shares137,547 from 138,294
Change-747 (-1%)
Value$17.3M (+$756.7K)
Filed 2026-11-02
Thryve Wealth Management LLC
INCREASED
Shares135,693 from 118,926
Change+16,767 (+14%)
Value$17.1M (+$2.8M)
Filed 2026-10-09
Wedmont Private Capital
INCREASED
Shares135,352 from 117,506
Change+17,846 (+15%)
Value$17.2M (+$3.3M)
Filed 2026-10-09
Independent Financial Group, LLC
INCREASED
Shares133,809 from 128,008
Change+5,801 (+5%)
Value$16.8M (+$1.5M)
Filed 2026-10-13
First Premier Bank
DECREASED
Shares132,614 from 134,242
Change-1,628 (-1%)
Value$16.7K (+$620)
Filed 2026-10-13
John Boyer, Inc.
INCREASED
Shares132,267 from 130,456
Change+1,811 (+1%)
Value$16.6M (+$1.0M)
Filed 2026-10-27
BIP Wealth, LLC
DECREASED
Shares131,035 from 132,219
Change-1,184 (-1%)
Value$16.5M (+$664.4K)
Filed 2026-10-22
Hobart Private Capital, LLC
INCREASED
Shares129,319 from 129,044
Change+275 (+0%)
Value$16.3M (+$828.2K)
Filed 2026-10-19
Royal Fund Management, LLC
INCREASED
Shares126,910 from 125,058
Change+1,852 (+1%)
Value$15.9M (+$1.0M)
Filed 2026-10-22
Bokf, NA
DECREASED
Shares126,731 from 128,916
Change-2,185 (-2%)
Value$15.9M (+$518.2K)
Filed 2026-10-27
Kesler, Norman & Wride, LLC
INCREASED
Shares125,259 from 86,355
Change+38,904 (+45%)
Value$15.7M (+$5.4M)
Filed 2026-11-06
B. Riley Wealth Advisors, Inc.
INCREASED
Shares125,064 from 25,496
Change+99,568 (+391%)
Value$15.7M (+$12.7M)
Filed 2026-10-13
D.A. Davidson & Co.
DECREASED
Shares122,999 from 123,759
Change-760 (-1%)
Value$15.5M (+$665.6K)
Filed 2026-10-28
NWF Advisory Services Inc.
DECREASED
Shares122,265 from 123,009
Change-744 (-1%)
Value$15.4M (+$663.0K)
Filed 2026-10-19
Magnolia Wealth Management, LLC
INCREASED
Shares121,237 from 120,389
Change+848 (+1%)
Value$15.2M (+$847.0K)
Filed 2026-10-16
Patton Albertson Miller Group, LLC
DECREASED
Shares120,565 from 120,686
Change-121 (0%)
Value$15.2M (+$727.0K)
Filed 2026-10-26
Titleist Asset Management, LLC
DECREASED
Shares119,078 from 130,427
Change-11,349 (-9%)
Value$15.0M (-$624.1K)
Filed 2026-10-08
Focused Wealth Management, Inc
DECREASED
Shares118,352 from 118,825
Change-473 (0%)
Value$14.9M (+$671.4K)
Filed 2026-10-30
Altura Wealth Advisors Inc.
INCREASED
Shares117,778 from 112,944
Change+4,834 (+4%)
Value$14.8M (+$1.3M)
Filed 2026-10-22
Brookstone Capital Management
DECREASED
Shares117,548 from 131,984
Change-14,436 (-11%)
Value$14.8M (-$1.0M)
Filed 2026-10-22
Fifth Third Securities, Inc.
INCREASED
Shares116,810 from 115,548
Change+1,262 (+1%)
Value$14.7M (+$869.3K)
Filed 2026-10-21
Beacon Capital Management, LLC
DECREASED
Shares116,743 from 136,652
Change-19,909 (-15%)
Value$14.7M (-$1.7M)
Filed 2026-10-23
Strengthening Families & Communities, LLC
DECREASED
Shares116,228 from 116,557
Change-329 (0%)
Value$14.6M (+$675.6K)
Filed 2026-10-21
Olistico Wealth, LLC
DECREASED
Shares115,564 from 568,514
Change-452,950 (-80%)
Value$14.5M (+$403.0K)
Filed 2026-10-05
Diversify Advisory Services, LLC
INCREASED
Shares115,383 from 107,116
Change+8,267 (+8%)
Value$14.1M (+$2.1M)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares115,383 from 107,116
Change+8,267 (+8%)
Value$14.1M (+$2.1M)
Filed 2026-10-20
Financial Freedom, LLC
DECREASED
Shares114,014 from 115,421
Change-1,407 (-1%)
Value$14.3M (+$533.0K)
Filed 2026-11-06
Quaker Wealth Management, LLC
INCREASED
Shares114,012 from 111,949
Change+2,063 (+2%)
Value$14.3M (+$947.8K)
Filed 2026-10-22
Retirement Planning Group, LLC
INCREASED
Shares113,842 from 77,983
Change+35,859 (+46%)
Value$14.3M (+$5.0M)
Filed 2026-10-19
Naples Global Advisors, LLC
DECREASED
Shares112,227 from 112,742
Change-515 (0%)
Value$14.1M (+$628.6K)
Filed 2026-11-05
Capital Planning LLC
DECREASED
Shares111,740 from 114,400
Change-2,660 (-2%)
Value$14.0M (+$369.3K)
Filed 2026-10-09
MY Wealth Management Inc.
INCREASED
Shares111,506 from 85,555
Change+25,951 (+30%)
Value$14.0M (+$3.8M)
Filed 2026-10-21
Compass Financial Management LLC
INCREASED
Shares111,277 from 79,360
Change+31,917 (+40%)
Value$14.0M (+$4.5M)
Filed 2026-10-30
Penobscot Wealth Management
INCREASED
Shares110,719 from 110,659
Change+60 (+0%)
Value$13.9M (+$688.1K)
Filed 2026-10-21
Wilmington Savings Fund Society, FSB
DECREASED
Shares110,475 from 120,683
Change-10,208 (-8%)
Value$13.9M (-$540.6K)
Filed 2026-10-23
Prospera Financial Services Inc
INCREASED
Shares110,250 from 102,093
Change+8,157 (+8%)
Value$12.9M (+$692.3K)
Filed 2026-11-04
Summitas Investment Management LLC
DECREASED
Shares106,331 from 109,709
Change-3,378 (-3%)
Value$13.4M (+$250.2K)
Filed 2026-10-16
Cornerstone Advisors Asset Management, LLC
DECREASED
Shares104,410 from 106,471
Change-2,061 (-2%)
Value$13.1M (+$395.8K)
Filed 2026-11-06
Laurel OAK Wealth Management, LLC
INCREASED
Shares103,428 from 103,220
Change+208 (+0%)
Value$13.0M (+$661.0K)
Filed 2026-10-19
Sigma Planning Corp
INCREASED
Shares103,123 from 93,680
Change+9,443 (+10%)
Value$14.5M (+$3.3M)
Filed 2026-10-23
Aspiriant, LLC
DECREASED
Shares102,679 from 102,831
Change-152 (0%)
Value$12.9M (+$613.3K)
Filed 2026-10-16
Allworth Financial LP
INCREASED
Shares101,176 from 96,606
Change+4,570 (+5%)
Value$12.1M (+$546.2K)
Filed 2026-11-06
Madrona Financial Services, LLC
NEW
Shares100,836
Change+100,836
Value$12.7M
Filed 2026-10-23
E&G Advisors, LLC
DECREASED
Shares98,799 from 99,404
Change-605 (-1%)
Value$12.4M (+$535.3K)
Filed 2026-10-13
Williams Jones Wealth Management, Llc.
DECREASED
Shares97,431 from 98,930
Change-1,499 (-2%)
Value$12.2M (+$420.0K)
Filed 2026-11-05
Dagco, Inc.
INCREASED
Shares96,489 from 94,349
Change+2,140 (+2%)
Value$12.1M (+$849.2K)
Filed 2026-10-20
Creative Financial Designs Inc
INCREASED
Shares96,113 from 95,436
Change+677 (+1%)
Value$12.1M (+$672.0K)
Filed 2026-11-04
Choreo, LLC
INCREASED
Shares95,184 from 78,188
Change+16,996 (+22%)
Value$12.4M (+$2.6M)
Filed 2026-10-28
Elevation Point Wealth Partners, LLC
INCREASED
Shares94,029 from 88,247
Change+5,782 (+7%)
Value$11.8M (+$1.3M)
Filed 2026-11-05
Bank of New York Mellon Corp
DECREASED
Shares93,804 from 108,132
Change-14,328 (-13%)
Value$11.8M (-$1.1M)
Filed 2026-11-05
Neville Rodie & Shaw Inc
UNCHANGED
Shares90,276 from 90,276
Change0 (0%)
Value$11.3K (+$555)
Filed 2026-10-05
Security Financial Services, Inc.
UNCHANGED
Shares88,080 from 88,080
Change0 (0%)
Value$11.1M (+$541.7K)
Filed 2026-10-29
Mission Wealth Management, LP
DECREASED
Shares84,827 from 115,086
Change-30,259 (-26%)
Value$10.7M (-$3.1M)
Filed 2026-10-15
TD Private Client Wealth LLC
DECREASED
Shares84,771 from 106,448
Change-21,677 (-20%)
Value$10.7M (-$2.1M)
Filed 2026-10-28
Financial Advisory Partners, LLC
DECREASED
Shares80,416 from 80,673
Change-257 (0%)
Value$10.1M (+$463.8K)
Filed 2026-10-23
Cabot Wealth Management Inc
INCREASED
Shares79,518 from 78,766
Change+752 (+1%)
Value$10.0M (+$578.9K)
Filed 2026-11-05
Joel Isaacson & Co., LLC
INCREASED
Shares78,514 from 78,390
Change+124 (+0%)
Value$9.9M (+$497.6K)
Filed 2026-11-05
S&A Financial Services, Inc.
DECREASED
Shares78,182 from 82,055
Change-3,873 (-5%)
Value$9.8M (+$18.0K)
Filed 2026-11-03
NorthCrest Asset Manangement, LLC
DECREASED
Shares77,606 from 79,084
Change-1,478 (-2%)
Value$9.9M (+$566.4K)
Filed 2026-10-13
Magnus Financial Group LLC
DECREASED
Shares77,345 from 77,453
Change-108 (0%)
Value$9.7M (+$462.8K)
Filed 2026-10-21
Culbertson A N & Co Inc
DECREASED
Shares76,451 from 84,082
Change-7,631 (-9%)
Value$9.6M (-$441.9K)
Filed 2026-10-21
Savant Capital, LLC
DECREASED
Shares76,090 from 78,936
Change-2,846 (-4%)
Value$9.6M (-$4.0M)
Filed 2026-11-06
OpenArc Corporate Advisory, LLC
INCREASED
Shares75,875 from 70,075
Change+5,800 (+8%)
Value$9.5M (+$1.2M)
Filed 2026-10-21
Flagship Private Wealth, LLC
DECREASED
Shares75,671 from 79,614
Change-3,943 (-5%)
Value$9.5M (-$5.9K)
Filed 2026-11-05
Diversified Enterprises, LLC
DECREASED
Shares74,800 from 75,080
Change-280 (0%)
Value$9.4M (+$426.5K)
Filed 2026-10-19
Asset One Wealth Management LLC
INCREASED
Shares74,788 from 68,877
Change+5,911 (+9%)
Value$9.4M (+$1.4M)
Filed 2026-11-02
Advantage Trust Co
DECREASED
Shares74,440 from 74,912
Change-472 (-1%)
Value$9.4M (+$401.4K)
Filed 2026-10-19
Wealthcare Advisory Partners LLC
DECREASED
Shares74,111 from 74,308
Change-197 (0%)
Value$9.3M (+$432.2K)
Filed 2026-10-21
Oak Harvest Investment Services
DECREASED
Shares72,627 from 73,505
Change-878 (-1%)
Value$9.1M (+$341.7K)
Filed 2026-10-20
Go Invest LLC
INCREASED
Shares72,352 from 60,130
Change+12,222 (+20%)
Value$9.1M (+$1.9M)
Filed 2026-10-09
Strategic Blueprint, LLC
INCREASED
Shares71,976 from 68,454
Change+3,522 (+5%)
Value$9.0M (+$863.6K)
Filed 2026-10-22
Sarasin & Partners LLP
INCREASED
Shares70,866 from 68,882
Change+1,984 (+3%)
Value$8.9M (+$673.0K)
Filed 2026-10-13
Bank of New Hampshire
DECREASED
Shares70,594 from 71,872
Change-1,278 (-2%)
Value$8.9M (+$281.4K)
Filed 2026-10-06
Valley National Advisers Inc
DECREASED
Shares70,098 from 71,769
Change-1,671 (-2%)
Value$8.8M (+$231.4K)
Filed 2026-10-23
RCW Management, LLC
DECREASED
Shares69,677 from 71,034
Change-1,357 (-2%)
Value$8.8M (+$266.3K)
Filed 2026-10-30
Modera Wealth Management, LLC
INCREASED
Shares69,650 from 64,939
Change+4,711 (+7%)
Value$8.8M (+$991.4K)
Filed 2026-10-28
PW Nova Financial Services LLC
DECREASED
Shares69,375 from 72,438
Change-3,063 (-4%)
Value$8.7M (+$60.6K)
Filed 2026-10-15
International Assets Investment Management, LLC
INCREASED
Shares68,955 from 68,559
Change+396 (+1%)
Value$8.8M (+$721.0K)
Filed 2026-11-02
Signature Estate & Investment Advisors LLC
INCREASED
Shares68,549 from 67,237
Change+1,312 (+2%)
Value$8.6M (+$578.5K)
Filed 2026-10-13
Raab & Moskowitz Asset Management LLC
DECREASED
Shares68,433 from 73,376
Change-4,943 (-7%)
Value$8.6M (-$169.9K)
Filed 2026-11-02
Greenwood Gearhart LLC
UNCHANGED
Shares68,430 from 68,430
Change0 (0%)
Value$8.6M (+$420.8K)
Filed 2026-11-02
SeaCrest Wealth Management, LLC
INCREASED
Shares67,825 from 67,386
Change+439 (+1%)
Value$8.5M (+$469.5K)
Filed 2026-10-21
Prime Capital Investment Advisors, LLC
INCREASED
Shares66,590 from 65,470
Change+1,120 (+2%)
Value$8.4M (+$543.5K)
Filed 2026-10-20
Kingswood Wealth Advisors, LLC
INCREASED
Shares65,876 from 65,270
Change+606 (+1%)
Value$8.3M (+$477.6K)
Filed 2026-10-23
Quadrant Capital Group LLC
DECREASED
Shares64,607 from 65,340
Change-733 (-1%)
Value$8.2M (+$362.0K)
Filed 2026-10-20
Vise Technologies, Inc.
INCREASED
Shares64,242 from 42,757
Change+21,485 (+50%)
Value$8.1M (+$3.0M)
Filed 2026-10-29
Ignite Planners, LLC
INCREASED
Shares63,808 from 59,470
Change+4,338 (+7%)
Value$8.0M (+$910.9K)
Filed 2026-10-14
WMG Financial Advisors, LLC
UNCHANGED
Shares63,118 from 63,118
Change0 (0%)
Value$7.5M ($0)
Filed 2026-10-28
Avidian Wealth Enterprises, LLC
INCREASED
Shares62,600 from 55,457
Change+7,143 (+13%)
Value$7.9M (+$1.2M)
Filed 2026-10-08
Sound Stewardship, LLC
DECREASED
Shares61,470 from 63,518
Change-2,048 (-3%)
Value$7.7M (+$133.3K)
Filed 2026-10-14
Davenport & Co LLC
INCREASED
Shares61,432 from 59,950
Change+1,482 (+2%)
Value$7.7M (+$555.0K)
Filed 2026-10-14
Waldron Private Wealth LLC
DECREASED
Shares61,191 from 61,225
Change-34 (0%)
Value$7.7M (+$372.3K)
Filed 2026-11-02
Mather Group, Llc.
DECREASED
Shares60,686 from 65,557
Change-4,871 (-7%)
Value$7.6M (-$209.0K)
Filed 2026-10-14
Orser Capital Management, LLC
DECREASED
Shares60,561 from 60,781
Change-220 (0%)
Value$7.6M (+$346.2K)
Filed 2026-10-13
Realta Investment Advisors
INCREASED
Shares59,727 from 58,525
Change+1,202 (+2%)
Value$7.5M (+$511.0K)
Filed 2026-10-14
Marion Wealth Management
DECREASED
Shares58,994 from 59,151
Change-157 (0%)
Value$7.4M (+$344.1K)
Filed 2026-10-22
StoneX Group Inc.
INCREASED
Shares58,891 from 53,667
Change+5,224 (+10%)
Value$7.3M (+$928.2K)
Filed 2026-11-03
Bulwark Capital Corp
DECREASED
Shares57,897 from 58,384
Change-487 (-1%)
Value$7.3M (+$297.9K)
Filed 2026-10-13
Avantax Planning Partners, Inc.
INCREASED
Shares56,666 from 55,364
Change+1,302 (+2%)
Value$7.1M (+$504.1K)
Filed 2026-11-03
Manchester Capital Management LLC
DECREASED
Shares56,284 from 61,675
Change-5,391 (-9%)
Value$7.1M (-$298.2K)
Filed 2026-10-22
Fingerlakes Wealth Management, Inc.
DECREASED
Shares55,957 from 56,264
Change-307 (-1%)
Value$7.0M (+$307.5K)
Filed 2026-11-04
Evolution Wealth Advisors, LLC
INCREASED
Shares55,559 from 51,267
Change+4,292 (+8%)
Value$7.0M (+$854.6K)
Filed 2026-11-03
Connecticut Wealth Management, LLC
DECREASED
Shares55,175 from 57,026
Change-1,851 (-3%)
Value$6.9M (+$118.1K)
Filed 2026-10-13
TD Waterhouse Canada Inc.
INCREASED
Shares55,109 from 51,495
Change+3,614 (+7%)
Value$7.0M (+$968.1K)
Filed 2026-10-16
Innovative Wealth Building LLC
DECREASED
Shares55,028 from 58,592
Change-3,564 (-6%)
Value$6.9M (-$87.6K)
Filed 2026-10-14
Acorn Creek Capital LLC
DECREASED
Shares53,522 from 54,826
Change-1,304 (-2%)
Value$6.7M (+$173.3K)
Filed 2026-11-05
Cardinal Point Capital Management ULC
INCREASED
Shares53,384 from 52,872
Change+512 (+1%)
Value$6.7M (+$389.5K)
Filed 2026-10-21
Jm2 Capital Inc.
DECREASED
Shares53,202 from 53,233
Change-31 (0%)
Value$6.7M (+$323.5K)
Filed 2026-10-14
Trust Co of Vermont
INCREASED
Shares53,013 from 50,314
Change+2,699 (+5%)
Value$6.7M (+$648.6K)
Filed 2026-10-21
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares52,700 from 51,638
Change+1,062 (+2%)
Value$6.6M (+$451.0K)
Filed 2026-10-13
Clearstead Advisors, LLC
INCREASED
Shares52,681 from 36,095
Change+16,586 (+46%)
Value$6.6M (+$2.3M)
Filed 2026-11-06
Clearstead Trust, LLC
INCREASED
Shares52,633 from 544
Change+52,089 (+9575%)
Value$6.6M (+$6.5M)
Filed 2026-11-06
Index Fund Advisors, Inc.
INCREASED
Shares52,264 from 52,262
Change+2 (0%)
Value$6.6M (+$321.8K)
Filed 2026-11-05
Eley Financial Management, Inc
DECREASED
Shares52,176 from 53,667
Change-1,491 (-3%)
Value$6.6M (+$142.7K)
Filed 2026-11-03
Meitav Investment House LTD
DECREASED
Shares51,824 from 89,934
Change-38,110 (-42%)
Value$6.5M (-$4.2M)
Filed 2026-10-28
Stackstone Wealth, LLC
NEW
Shares51,813
Change+51,813
Value$6.5M
Filed 2026-10-19
Busey Bank
INCREASED
Shares51,231 from 51,195
Change+36 (+0%)
Value$6.4M (+$319.4K)
Filed 2026-10-26
Fischer Financial Services, Inc.
DECREASED
Shares50,396 from 51,033
Change-637 (-1%)
Value$6.3M (+$233.8K)
Filed 2026-10-30
Smith Salley Wealth Management
DECREASED
Shares50,215 from 50,353
Change-138 (0%)
Value$6.3M (+$292.3K)
Filed 2026-11-03
Steel Grove Capital Advisors, LLC
INCREASED
Shares49,773 from 48,925
Change+848 (+2%)
Value$6.3M (+$407.5K)
Filed 2026-10-13
MontVue Capital Management, Inc.
UNCHANGED
Shares49,280 from 49,280
Change0 (0%)
Value$6.2M (+$303.1K)
Filed 2026-10-19
Sun Group Wealth Partners
DECREASED
Shares49,240 from 49,984
Change-744 (-1%)
Value$6.2M (+$213.8K)
Filed 2026-10-26
Central Trust Co
DECREASED
Shares49,084 from 51,532
Change-2,448 (-5%)
Value$6.2M (+$9.3K)
Filed 2026-11-05
Park Avenue Securities LLC
DECREASED
Shares48,283 from 49,937
Change-1,654 (-3%)
Value$6.1K (-$6.0M)
Filed 2026-10-26
Tandem Investment Partners LLC
DECREASED
Shares48,190 from 48,735
Change-545 (-1%)
Value$6.1M (+$231.2K)
Filed 2026-10-16
Ballast, Inc.
DECREASED
Shares47,536 from 50,009
Change-2,473 (-5%)
Value$6.0M (-$3.2K)
Filed 2026-10-20
Wedbush Securities Inc
DECREASED
Shares47,274 from 51,266
Change-3,992 (-8%)
Value$5.9K (-$6.1M)
Filed 2026-10-22
Brighton Jones LLC
INCREASED
Shares47,125 from 43,824
Change+3,301 (+8%)
Value$5.9M (+$684.3K)
Filed 2026-11-03
Everest Financial Group LLC
INCREASED
Shares47,095 from 45,413
Change+1,682 (+4%)
Value$5.9M (+$490.7K)
Filed 2026-11-06
Cathy Pareto & Associates, Inc
DECREASED
Shares47,040 from 48,431
Change-1,391 (-3%)
Value$5.9M (+$124.0K)
Filed 2026-10-15
Certior Financial Group, LLC
INCREASED
Shares47,016 from 46,851
Change+165 (+0%)
Value$5.9M (+$308.8K)
Filed 2026-10-19
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED
Shares46,788 from 48,282
Change-1,494 (-3%)
Value$5.9M (+$109.1K)
Filed 2026-10-14
Certuity, LLC
INCREASED
Shares46,155 from 45,315
Change+840 (+2%)
Value$5.8M (+$384.2K)
Filed 2026-11-02
Physician Wealth Advisors, Inc.
INCREASED
Shares46,107 from 45,963
Change+144 (+0%)
Value$5.8M (+$300.7K)
Filed 2026-10-20
Smith Asset Management Co., LLC
INCREASED
Shares46,070 from 45,680
Change+390 (+1%)
Value$5.8M (+$330.0K)
Filed 2026-10-16
Marshall & Sterling Wealth Advisors Inc.
DECREASED
Shares45,747 from 47,930
Change-2,183 (-5%)
Value$5.7M (+$20.5K)
Filed 2026-10-28
RFG Advisory, LLC
INCREASED
Shares45,717 from 42,249
Change+3,468 (+8%)
Value$5.7M (+$695.7K)
Filed 2026-11-03
Highline Wealth Partners LLC
DECREASED
Shares45,503 from 46,125
Change-622 (-1%)
Value$5.7M (+$205.5K)
Filed 2026-10-19
High Net Worth Advisory Group LLC
DECREASED
Shares45,478 from 46,038
Change-560 (-1%)
Value$5.7M (+$212.8K)
Filed 2026-10-26
Ashton Thomas Private Wealth, LLC
DECREASED
Shares44,984 from 46,666
Change-1,682 (-4%)
Value$5.7M (+$75.6K)
Filed 2026-11-03
Patriot Investment Management Group, Inc.
DECREASED
Shares44,957 from 47,027
Change-2,070 (-4%)
Value$5.6M (+$29.0K)
Filed 2026-10-15
Jacobi Capital Management LLC
INCREASED
Shares44,945 from 44,805
Change+140 (+0%)
Value$5.6M (+$293.2K)
Filed 2026-11-05
Daymark Wealth Partners, LLC
INCREASED
Shares43,981 from 39,759
Change+4,222 (+11%)
Value$5.5M (+$775.1K)
Filed 2026-11-04
New England Private Wealth Advisors LLC
INCREASED
Shares43,677 from 43,636
Change+41 (+0%)
Value$5.5M (+$545.0K)
Filed 2026-10-19
Wolff Financial Management LLC
INCREASED
Shares43,573 from 43,547
Change+26 (+0%)
Value$5.5M (+$271.1K)
Filed 2026-10-23
Chicago Partners Investment Group LLC
INCREASED
Shares43,397 from 43,083
Change+314 (+1%)
Value$5.2M (+$243.3K)
Filed 2026-10-27
Compound Planning, Inc.
INCREASED
Shares42,889 from 42,429
Change+460 (+1%)
Value$5.4M (+$318.7K)
Filed 2026-11-05
Idaho Trust Co
DECREASED
Shares42,661 from 45,843
Change-3,182 (-7%)
Value$5.4M (-$117.9K)
Filed 2026-11-04
Insight Advisors, LLC/ PA
INCREASED
Shares42,427 from 41,406
Change+1,021 (+2%)
Value$5.3M (+$382.9K)
Filed 2026-10-22
Keybank National Association
DECREASED
Shares42,096 from 45,173
Change-3,077 (-7%)
Value$5.3M (-$108.9K)
Filed 2026-11-04
Capital Management Associates, Inc
INCREASED
Shares42,079 from 38,870
Change+3,209 (+8%)
Value$5.3M (+$642.2K)
Filed 2026-10-20
Associated Banc-Corp
DECREASED
Shares41,748 from 48,157
Change-6,409 (-13%)
Value$5.2M (-$509.3K)
Filed 2026-10-30
Sagespring Wealth Partners, LLC
INCREASED
Shares41,564 from 25,064
Change+16,500 (+66%)
Value$5.2M (+$2.2M)
Filed 2026-10-22
First Horizon Corp
UNCHANGED
Shares41,327 from 41,327
Change0 (0%)
Value$5.2M (+$254.2K)
Filed 2026-10-26
Integrity Alliance, Llc.
INCREASED
Shares41,318 from 36,520
Change+4,798 (+13%)
Value$5.2M (+$827.5K)
Filed 2026-10-29
CWA Asset Management Group, LLC
INCREASED
Shares40,849 from 40,253
Change+596 (+1%)
Value$5.1M (+$322.4K)
Filed 2026-10-19
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares40,688 from 37,551
Change+3,137 (+8%)
Value$5.1M (+$625.2K)
Filed 2026-10-27
Apollon Financial, LLC
DECREASED
Shares40,095 from 43,271
Change-3,176 (-7%)
Value$5.0M (-$133.0K)
Filed 2026-10-23
First Bancorp, Inc
DECREASED
Shares40,092 from 42,384
Change-2,292 (-5%)
Value$5.0M (-$27.4K)
Filed 2026-10-26
Garde Capital, Inc.
INCREASED
Shares40,025 from 37,546
Change+2,479 (+7%)
Value$5.0M (+$542.3K)
Filed 2026-10-29
Shira Ridge Wealth Management
DECREASED
Shares39,996 from 40,216
Change-220 (-1%)
Value$5.0M (+$219.7K)
Filed 2026-10-09
McAdam, LLC
INCREASED
Shares39,931 from 37,159
Change+2,772 (+7%)
Value$5.0M (+$576.9K)
Filed 2026-10-21
BLB&B Advisors, LLC
INCREASED
Shares39,906 from 34,661
Change+5,245 (+15%)
Value$5.0M (+$872.3K)
Filed 2026-10-27
Kachkovsky & Fisher, Inc.
DECREASED
Shares39,509 from 40,000
Change-491 (-1%)
Value$5.0M (+$184.3K)
Filed 2026-10-21
Ayalon Insurance Comp Ltd.
INCREASED
Shares39,168 from 35,168
Change+4,000 (+11%)
Value$4.9K (+$719)
Filed 2026-10-08
Old National Bancorp
DECREASED
Shares39,043 from 43,259
Change-4,216 (-10%)
Value$4.9M (-$263.8K)
Filed 2026-10-20
Schwallier Wealth Management LLC
INCREASED
Shares38,727 from 36,985
Change+1,742 (+5%)
Value$4.9M (+$446.4K)
Filed 2026-11-05
LAM Group, Inc.
DECREASED
Shares38,181 from 39,756
Change-1,575 (-4%)
Value$4.8M (+$46.6K)
Filed 2026-10-26
Valeo Financial Advisors, LLC
DECREASED
Shares37,909 from 38,085
Change-176 (0%)
Value$4.8M (+$212.2K)
Filed 2026-10-08
RBA Wealth Management, LLC
INCREASED
Shares37,767 from 36,856
Change+911 (+2%)
Value$4.7M (+$341.1K)
Filed 2026-10-28
Citizens Financial Group Inc
INCREASED
Shares37,648 from 32,315
Change+5,333 (+17%)
Value$4.7M (+$868.9K)
Filed 2026-10-23
VestGen Advisors, LLC
DECREASED
Shares37,549 from 86,399
Change-48,850 (-57%)
Value$4.7M (-$5.6M)
Filed 2026-10-27
Davis Investment Partners, LLC
DECREASED
Shares37,450 from 40,648
Change-3,198 (-8%)
Value$4.7M (-$151.8K)
Filed 2026-11-05
Odyssey Capital Advisors, Inc.
DECREASED
Shares37,129 from 40,677
Change-3,548 (-9%)
Value$4.7M (-$195.7K)
Filed 2026-10-26
Mainsail Asset Management, LLC
INCREASED
Shares36,783 from 36,765
Change+18 (+0%)
Value$4.8M (+$616.3K)
Filed 2026-10-14
Thrivent Financial for Lutherans
DECREASED
Shares36,533 from 36,939
Change-406 (-1%)
Value$4.6K (-$4.4M)
Filed 2026-11-05
Jnba Financial Advisors
INCREASED
Shares36,515 from 36,349
Change+166 (+0%)
Value$4.6M (+$244.4K)
Filed 2026-11-03
Salomon & Ludwin, LLC
DECREASED
Shares36,314 from 36,510
Change-196 (-1%)
Value$4.6M (+$283.9K)
Filed 2026-10-29
Mitchell Sinkler & Starr
INCREASED
Shares35,008 from 34,924
Change+84 (+0%)
Value$4.4M (+$225.3K)
Filed 2026-10-13
L. Roy Papp & Associates, LLP
UNCHANGED
Shares34,992 from 34,992
Change0 (0%)
Value$4.4M (+$215.2K)
Filed 2026-10-21
Todd Wealth Management, LLC
DECREASED
Shares34,633 from 35,727
Change-1,094 (-3%)
Value$4.4M (+$82.3K)
Filed 2026-10-19
Signal Advisors Wealth, LLC
INCREASED
Shares34,571 from 26,887
Change+7,684 (+29%)
Value$4.3M (+$1.1M)
Filed 2026-10-13
Ascent Group, LLC
DECREASED
Shares34,152 from 37,398
Change-3,246 (-9%)
Value$4.3M (-$177.9K)
Filed 2026-10-30
Verus Capital Partners, LLC
INCREASED
Shares33,621 from 9,412
Change+24,209 (+257%)
Value$4.2M (+$3.1M)
Filed 2026-11-03
Curated Wealth Partners LLC
DECREASED
Shares33,088 from 34,168
Change-1,080 (-3%)
Value$4.2M (+$74.4K)
Filed 2026-10-15
Strategic Family Wealth Counselors, L.L.C.
DECREASED
Shares33,082 from 34,869
Change-1,787 (-5%)
Value$4.2M (-$10.2K)
Filed 2026-10-29
Archford Capital Strategies, LLC
INCREASED
Shares32,978 from 32,960
Change+18 (+0%)
Value$4.1M (+$205.0K)
Filed 2026-10-19
Hopwood Financial Services, Inc.
DECREASED
Shares32,965 from 33,667
Change-702 (-2%)
Value$4.1M (+$118.8K)
Filed 2026-10-29
Affinity Capital Advisors, LLC
INCREASED
Shares32,794 from 28,057
Change+4,737 (+17%)
Value$4.2M (+$932.0K)
Filed 2026-10-13
Lpwm LLC
INCREASED
Shares32,792 from 32,672
Change+120 (+0%)
Value$4.1M (+$216.0K)
Filed 2026-10-20
Center for Financial Planning, Inc.
UNCHANGED
Shares32,791 from 32,791
Change0 (0%)
Value$4.1M (+$201.7K)
Filed 2026-10-26
Badgley Phelps Wealth Managers, LLC
INCREASED
Shares32,505 from 32,330
Change+175 (+1%)
Value$4.1M (+$220.9K)
Filed 2026-10-22
John A. Wolfe & Associates, Inc.
DECREASED
Shares32,399 from 34,815
Change-2,416 (-7%)
Value$4.1M (-$89.5K)
Filed 2026-11-06
Compass Ion Advisors, LLC
DECREASED
Shares32,328 from 33,403
Change-1,075 (-3%)
Value$4.1M (+$70.3K)
Filed 2026-10-23
Lanark Financial, Inc.
DECREASED
Shares32,125 from 34,581
Change-2,456 (-7%)
Value$4.0M (-$96.0K)
Filed 2026-10-26
Atlatl Advisers LLC
NEW
Shares32,000
Change+32,000
Value$4.0M
Filed 2026-10-22
National Wealth Management Group, LLC
DECREASED
Shares31,942 from 31,991
Change-49 (0%)
Value$4.0M (+$190.5K)
Filed 2026-10-26
Polaris Financial Partners
NEW
Shares31,781
Change+31,781
Value$4.0K
Filed 2026-10-02
Bison Wealth, LLC
INCREASED
Shares31,596 from 29,188
Change+2,408 (+8%)
Value$4.0M (+$600.6K)
Filed 2026-10-13
HUB Investment Partners, LLC
INCREASED
Shares31,520 from 29,881
Change+1,639 (+5%)
Value$4.0M (+$389.7K)
Filed 2026-11-03
Trilogy Capital Inc.
DECREASED
Shares30,935 from 34,666
Change-3,731 (-11%)
Value$3.9M (-$255.7K)
Filed 2026-10-20
Bright Financial Advisors, Inc.
INCREASED
Shares30,622 from 30,619
Change+3 (+0%)
Value$3.8M (+$188.7K)
Filed 2026-10-23
Guardian Asset Advisors, LLC
INCREASED
Shares30,479 from 28,498
Change+1,981 (+7%)
Value$3.8M (+$424.3K)
Filed 2026-10-16
Christensen, King & Associates Investment Services, Inc.
INCREASED
Shares30,364 from 3,559
Change+26,805 (+753%)
Value$3.8M (+$3.4M)
Filed 2026-10-22
City State Bank
INCREASED
Shares30,110 from 28,215
Change+1,895 (+7%)
Value$3.8M (+$411.7K)
Filed 2026-10-20
PFG Advisors
DECREASED
Shares29,868 from 30,173
Change-305 (-1%)
Value$3.8M (+$147.2K)
Filed 2026-10-16
W Advisors, LLC
INCREASED
Shares29,712 from 29,065
Change+647 (+2%)
Value$3.7M (+$260.1K)
Filed 2026-11-02
Ritholtz Wealth Management
INCREASED
Shares29,529 from 18,969
Change+10,560 (+56%)
Value$3.7M (+$1.4M)
Filed 2026-11-05
Heritage Investment Group, Inc.
UNCHANGED
Shares29,528 from 29,528
Change0 (0%)
Value$3.7M (+$181.6K)
Filed 2026-11-03
Stonebridge Financial Planning Group, LLC
DECREASED
Shares29,296 from 29,625
Change-329 (-1%)
Value$3.7M (+$140.9K)
Filed 2026-11-06
Leelyn Smith, LLC
UNCHANGED
Shares29,240 from 29,240
Change0 (0%)
Value$3.7M (+$179.8K)
Filed 2026-11-03
Crestwood Advisors Group, LLC
UNCHANGED
Shares29,013 from 29,013
Change0 (0%)
Value$3.6M (+$178.4K)
Filed 2026-10-27
Global Wealth Management, LLC
DECREASED
Shares28,920 from 29,508
Change-588 (-2%)
Value$3.6M (+$107.6K)
Filed 2026-10-15
Lodestar Private Asset Management LLC
INCREASED
Shares28,887 from 28,864
Change+23 (+0%)
Value$3.6M (+$180.4K)
Filed 2026-10-26
Fiduciary Alliance LLC
INCREASED
Shares28,826 from 27,955
Change+871 (+3%)
Value$3.6M (+$281.4K)
Filed 2026-10-13
Signature Equity Partners, LLC
INCREASED
Shares28,647 from 21,598
Change+7,049 (+33%)
Value$3.6M (+$1.0M)
Filed 2026-10-29
Harbor Asset Planning, Inc.
DECREASED
Shares28,482 from 28,589
Change-107 (0%)
Value$3.6M (+$162.1K)
Filed 2026-10-23
GPM Growth Investors, Inc.
DECREASED
Shares28,400 from 28,756
Change-356 (-1%)
Value$3.6M (+$132.1K)
Filed 2026-10-30
CMG Global Holdings, LLC
DECREASED
Shares28,302 from 31,097
Change-2,795 (-9%)
Value$3.6M (-$160.1K)
Filed 2026-10-14
HBW Advisory Services LLC
INCREASED
Shares28,084 from 24,278
Change+3,806 (+16%)
Value$3.5M (+$627.5K)
Filed 2026-10-15
Apella Capital, LLC
DECREASED
Shares27,971 from 28,054
Change-83 (0%)
Value$3.6M (+$418.8K)
Filed 2026-10-08
Larson Financial Group LLC
INCREASED
Shares27,871 from 24,137
Change+3,734 (+15%)
Value$3.5M (+$617.8K)
Filed 2026-11-05
New York Life Investment Management LLC
DECREASED
Shares27,857 from 30,537
Change-2,680 (-9%)
Value$3.5M (-$149.0K)
Filed 2026-11-04
Darrow Company, Inc.
UNCHANGED
Shares27,725 from 27,725
Change0 (0%)
Value$3.5M (+$229.7K)
Filed 2026-10-22
Synergy Asset Management, LLC
INCREASED
Shares27,710 from 1,681
Change+26,029 (+1548%)
Value$3.5M (+$3.3M)
Filed 2026-11-05
NorthLanding Financial Partners, LLC
INCREASED
Shares27,637 from 27,633
Change+4 (+0%)
Value$3.5M (+$170.5K)
Filed 2026-10-15
Tower View Wealth Management LLC
DECREASED
Shares27,524 from 27,988
Change-464 (-2%)
Value$3.5M (+$113.8K)
Filed 2026-10-23
Flagship Harbor Advisors, LLC
DECREASED
Shares27,520 from 27,570
Change-50 (0%)
Value$3.5M (+$163.3K)
Filed 2026-10-26
Retireful, LLC
INCREASED
Shares27,162 from 24,342
Change+2,820 (+12%)
Value$3.4M (+$504.1K)
Filed 2026-10-09
Tucker Asset Management LLC
INCREASED
Shares26,879 from 25,539
Change+1,340 (+5%)
Value$3.4M (+$325.5K)
Filed 2026-10-29
Florida Trust Wealth Management Co
INCREASED
Shares26,747 from 21,736
Change+5,011 (+23%)
Value$3.4M (+$763.4K)
Filed 2026-11-05
Clifford Swan Investment Counsel LLC
UNCHANGED
Shares26,568 from 26,568
Change0 (0%)
Value$3.3M (+$163.4K)
Filed 2026-11-05
Soltis Investment Advisors LLC
INCREASED
Shares26,534 from 26,107
Change+427 (+2%)
Value$3.3M (+$214.2K)
Filed 2026-10-28
Hazlett, Burt & Watson, Inc.
DECREASED
Shares26,464 from 26,605
Change-141 (-1%)
Value$3.3K (-$3.1M)
Filed 2026-11-04
Black Diamond Financial, LLC
INCREASED
Shares26,447 from 25,363
Change+1,084 (+4%)
Value$3.3M (+$292.1K)
Filed 2026-10-26
Cassaday & Co Wealth Management LLC
INCREASED
Shares26,374 from 16,224
Change+10,150 (+63%)
Value$3.3M (+$1.4M)
Filed 2026-10-27
Deutsche Bank Ag\
UNCHANGED
Shares26,200 from 26,200
Change0 (0%)
Value$3.3M (+$161.1K)
Filed 2026-11-06
Phillip James Consulting Co.
UNCHANGED
Shares26,080 from 26,080
Change0 (0%)
Value$3.3M (+$160.4K)
Filed 2026-11-03
tru Independence LLC
INCREASED
Shares26,018 from 25,996
Change+22 (+0%)
Value$3.3M (+$162.7K)
Filed 2026-10-20
Diversified Portfolios, Inc.
INCREASED
Shares26,004 from 4,165
Change+21,839 (+524%)
Value$3.3M (+$2.8M)
Filed 2026-11-04
Sowell Financial Services LLC
INCREASED
Shares25,894 from 25,609
Change+285 (+1%)
Value$3.3M (+$193.3K)
Filed 2026-10-23
Meridian Wealth Management, LLC
INCREASED
Shares25,795 from 25,391
Change+404 (+2%)
Value$3.2M (+$206.9K)
Filed 2026-11-05
Visionary Wealth Advisors
INCREASED
Shares25,567 from 25,050
Change+517 (+2%)
Value$3.2M (+$219.0K)
Filed 2026-11-04
Simplicity Wealth,LLC
DECREASED
Shares25,275 from 28,626
Change-3,351 (-12%)
Value$3.2M (-$245.1K)
Filed 2026-10-23
First National Trust Co
INCREASED
Shares25,169 from 24,548
Change+621 (+3%)
Value$3.2M (+$229.0K)
Filed 2026-10-28
Cora Capital Advisors LLC
UNCHANGED
Shares25,088 from 25,088
Change0 (0%)
Value$3.2M (+$154.3K)
Filed 2026-11-02
MBL Wealth, LLC
DECREASED
Shares24,912 from 25,692
Change-780 (-3%)
Value$3.1M (+$60.0K)
Filed 2026-10-22
15 Wealth Advisors LLC
NEW
Shares24,911
Change+24,911
Value$3.1M
Filed 2026-10-14
Calamos Wealth Management LLC
INCREASED
Shares24,804 from 22,236
Change+2,568 (+12%)
Value$3.1M (+$459.5K)
Filed 2026-11-02
Dynamic Advisor Solutions LLC
DECREASED
Shares24,780 from 26,507
Change-1,727 (-7%)
Value$3.1M (-$54.0K)
Filed 2026-10-13
Tritonpoint Wealth, LLC
INCREASED
Shares24,536 from 24,535
Change+1 (0%)
Value$3.1M (+$151.0K)
Filed 2026-10-19
Traynor Capital Management, Inc.
INCREASED
Shares24,361 from 24,201
Change+160 (+1%)
Value$3.1M (+$169.0K)
Filed 2026-10-29
Atticus Wealth Management, LLC
DECREASED
Shares24,275 from 24,673
Change-398 (-2%)
Value$3.1M (+$101.8K)
Filed 2026-10-20
Sovran Advisors, LLC
DECREASED
Shares24,272 from 25,720
Change-1,448 (-6%)
Value$3.0M (+$115.5K)
Filed 2026-11-02
Blue Trust, Inc.
DECREASED
Shares24,244 from 24,462
Change-218 (-1%)
Value$3.0M (+$123.1K)
Filed 2026-10-15
Peachtree Investment Partners, LLC
INCREASED
Shares23,733 from 22,304
Change+1,429 (+6%)
Value$3.0M (+$316.8K)
Filed 2026-11-05
Premier Path Wealth Partners, LLC
UNCHANGED
Shares23,716 from 23,716
Change0 (0%)
Value$3.0M (+$145.9K)
Filed 2026-10-16
Y-Intercept (Hong Kong) Ltd
INCREASED
Shares23,628 from 6,524
Change+17,104 (+262%)
Value$3.0M (+$2.2M)
Filed 2026-10-16
Indiana Trust & Investment Management Co
UNCHANGED
Shares23,424 from 23,424
Change0 (0%)
Value$2.9M (+$144.1K)
Filed 2026-10-22
CWS Financial Advisors, LLC
DECREASED
Shares23,413 from 23,453
Change-40 (0%)
Value$2.9M (+$139.3K)
Filed 2026-10-16
Childress Capital Advisors, LLC
UNCHANGED
Shares23,384 from 23,384
Change0 (0%)
Value$2.9M (+$143.8K)
Filed 2026-10-28
Discipline Wealth Solutions, LLC
INCREASED
Shares23,314 from 19,960
Change+3,354 (+17%)
Value$2.9M (+$544.3K)
Filed 2026-10-14
Meridian Investment Counsel Inc.
DECREASED
Shares23,288 from 23,368
Change-80 (0%)
Value$2.9M (+$133.7K)
Filed 2026-10-14
CRA Financial Services, LLC
DECREASED
Shares23,198 from 23,500
Change-302 (-1%)
Value$2.9M (+$106.5K)
Filed 2026-10-16
Valmark Advisers, Inc.
DECREASED
Shares23,182 from 23,630
Change-448 (-2%)
Value$2.9M (+$89.0K)
Filed 2026-11-06
Focus Financial Network, Inc.
DECREASED
Shares23,178 from 23,788
Change-610 (-3%)
Value$2.9M (+$69.7K)
Filed 2026-10-14
Axxcess Wealth Management, LLC
DECREASED
Shares23,122 from 152,073
Change-128,951 (-85%)
Value$2.9M (-$15.3M)
Filed 2026-10-21
Riverbend Wealth Management, LLC
INCREASED
Shares23,003 from 18,485
Change+4,518 (+24%)
Value$2.9M (+$681.5K)
Filed 2026-10-15
Rinkey Investments
INCREASED
Shares22,655 from 19,935
Change+2,720 (+14%)
Value$2.8M (+$464.4K)
Filed 2026-10-28
Entrewealth, LLC
INCREASED
Shares22,558 from 22,033
Change+525 (+2%)
Value$2.8M (+$199.7K)
Filed 2026-10-14
Affiance Financial, LLC
INCREASED
Shares22,468 from 22,449
Change+19 (+0%)
Value$2.8M (+$140.4K)
Filed 2026-10-15
Money Concepts Capital Corp
INCREASED
Shares22,463 from 21,163
Change+1,300 (+6%)
Value$2.8M (+$293.6K)
Filed 2026-11-06
HF Advisory Group, LLC
DECREASED
Shares22,376 from 23,056
Change-680 (-3%)
Value$2.8M (+$56.4K)
Filed 2026-10-09
Midwest Trust Co
DECREASED
Shares22,305 from 23,342
Change-1,037 (-4%)
Value$2.8M (+$13.2K)
Filed 2026-10-22
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares22,263 from 23,995
Change-1,732 (-7%)
Value$2.8M (-$70.1K)
Filed 2026-11-04
KDK Private Wealth Management, LLC
DECREASED
Shares22,134 from 22,159
Change-25 (0%)
Value$2.8M (+$133.1K)
Filed 2026-11-03
One Day In July LLC
DECREASED
Shares21,924 from 22,658
Change-734 (-3%)
Value$2.8M (+$47.2K)
Filed 2026-10-30
Bayshore Capital Advisors, LLC
DECREASED
Shares21,544 from 22,352
Change-808 (-4%)
Value$2.7M (+$35.9K)
Filed 2026-11-02
Regions Financial Corp
INCREASED
Shares21,527 from 19,889
Change+1,638 (+8%)
Value$2.7M (+$328.2K)
Filed 2026-11-05
Blackston Financial Advisory Group, LLC
DECREASED
Shares21,507 from 24,853
Change-3,346 (-13%)
Value$2.7M (-$267.6K)
Filed 2026-11-04
Institute for Wealth Management, Llc.
DECREASED
Shares21,352 from 22,459
Change-1,107 (-5%)
Value$2.7M (-$1.1K)
Filed 2026-11-06
Cdkv Holdings LLC
DECREASED
Shares21,040 from 21,580
Change-540 (-2%)
Value$2.6M (+$64.9K)
Filed 2026-10-28
JB Capital LLC
INCREASED
Shares20,927 from 20,640
Change+287 (+1%)
Value$2.6M (+$163.0K)
Filed 2026-10-19
Baker Avenue Asset Management, LP
DECREASED
Shares20,921 from 21,507
Change-586 (-3%)
Value$2.6M (+$58.7K)
Filed 2026-11-06
Finward Bancorp
DECREASED
Shares20,735 from 22,796
Change-2,061 (-9%)
Value$2.6M (-$118.8K)
Filed 2026-10-14
Venture Visionary Partners LLC
INCREASED
Shares20,725 from 20,171
Change+554 (+3%)
Value$2.6M (+$193.7K)
Filed 2026-10-07
Simplex Trading, LLC
DECREASED
Shares20,657 from 28,287
Change-7,630 (-27%)
Value$2.6M (-$784.9K)
Filed 2026-11-04
Krilogy Financial LLC
INCREASED
Shares20,634 from 18,489
Change+2,145 (+12%)
Value$2.6M (+$400.6K)
Filed 2026-10-13
Gryphon Financial Partners LLC
UNCHANGED
Shares20,624 from 20,624
Change0 (0%)
Value$2.6M (+$126.8K)
Filed 2026-11-04
Mesirow Financial Investment Management, Inc.
INCREASED
Shares20,538 from 19,058
Change+1,480 (+8%)
Value$2.6M (+$303.1K)
Filed 2026-11-05
Union Savings Bank
DECREASED
Shares20,262 from 20,304
Change-42 (0%)
Value$2.5M (+$119.6K)
Filed 2026-10-14
Citizens National Bank Trust Department
INCREASED
Shares20,170 from 20,004
Change+166 (+1%)
Value$2.5M (+$143.9K)
Filed 2026-11-04
Grimes & Co Wealth Management, LLC
INCREASED
Shares20,146 from 19,163
Change+983 (+5%)
Value$2.5M (+$241.3K)
Filed 2026-10-29
Bay Harbor Wealth Management, LLC
INCREASED
Shares20,007 from 19,984
Change+23 (+0%)
Value$2.5M (+$125.8K)
Filed 2026-11-03
Community Bank, N.A.
DECREASED
Shares19,920 from 20,270
Change-350 (-2%)
Value$2.5M (+$80.7K)
Filed 2026-11-06
Cornerstone Wealth Management, LLC
DECREASED
Shares19,902 from 19,935
Change-33 (0%)
Value$2.5M (+$118.4K)
Filed 2026-11-04
Griffin Asset Management, Inc.
DECREASED
Shares19,822 from 32,876
Change-13,054 (-40%)
Value$2.5M (-$1.4M)
Filed 2026-10-22
Beacon Financial Advisory LLC
INCREASED
Shares19,804 from 19,763
Change+41 (+0%)
Value$2.5M (+$126.6K)
Filed 2026-10-16
Vermillion Wealth Management, Inc.
DECREASED
Shares19,778 from 108,590
Change-88,812 (-82%)
Value$2.5M (-$10.5M)
Filed 2026-10-26
Pines Wealth Management, LLC
INCREASED
Shares19,776 from 18,805
Change+971 (+5%)
Value$2.5M (+$237.7K)
Filed 2026-10-21
Wespac Advisors, LLC
DECREASED
Shares19,427 from 28,350
Change-8,923 (-31%)
Value$2.4M (-$947.0K)
Filed 2026-10-26
Kathmere Capital Management, LLC
DECREASED
Shares19,371 from 19,424
Change-53 (0%)
Value$2.4M (+$112.8K)
Filed 2026-10-20
Plancorp, LLC
INCREASED
Shares19,364 from 12,124
Change+7,240 (+60%)
Value$2.3M (+$863.5K)
Filed 2026-11-03
Trust Point Inc.
DECREASED
Shares19,315 from 19,369
Change-54 (0%)
Value$2.4M (+$112.3K)
Filed 2026-10-27
RM Financial Services, LLC
INCREASED
Shares19,237 from 17,180
Change+2,057 (+12%)
Value$2.4M (+$364.2K)
Filed 2026-11-03
PDS Planning, Inc
INCREASED
Shares19,192 from 15,606
Change+3,586 (+23%)
Value$2.4M (+$546.5K)
Filed 2026-11-03
Secure Asset Management, LLC
INCREASED
Shares19,185 from 18,398
Change+787 (+4%)
Value$2.4M (+$212.0K)
Filed 2026-10-19
Capital Investment Advisors, LLC
DECREASED
Shares19,137 from 20,411
Change-1,274 (-6%)
Value$2.4M (-$34.6K)
Filed 2026-10-22
VVR Holdings LLC
DECREASED
Shares19,132 from 22,954
Change-3,822 (-17%)
Value$2.4M (-$339.2K)
Filed 2026-10-19
Carnegie Investment Counsel
INCREASED
Shares18,885 from 18,436
Change+449 (+2%)
Value$2.4M (+$169.8K)
Filed 2026-10-20
Wesbanco Bank Inc
DECREASED
Shares18,798 from 27,928
Change-9,130 (-33%)
Value$2.4M (-$975.6K)
Filed 2026-11-04
Willow Creek Wealth Management Inc.
DECREASED
Shares18,680 from 18,707
Change-27 (0%)
Value$2.3M (+$111.6K)
Filed 2026-10-26
Rockwood Wealth Management, LLC
UNCHANGED
Shares18,627 from 18,627
Change0 (0%)
Value$2.3M (+$114.6K)
Filed 2026-10-27
Zullo Investment Group, Inc.
DECREASED
Shares18,601 from 18,692
Change-91 (0%)
Value$2.3M (+$103.5K)
Filed 2026-10-20
Retirement Guys Formula LLC
DECREASED
Shares18,309 from 18,706
Change-397 (-2%)
Value$2.3M (+$65.2K)
Filed 2026-10-26
Ascent Wealth Partners, LLC
INCREASED
Shares18,232 from 17,832
Change+400 (+2%)
Value$2.3M (+$159.9K)
Filed 2026-10-23
Blue Fin Capital, Inc.
INCREASED
Shares18,101 from 16,755
Change+1,346 (+8%)
Value$2.3M (+$272.2K)
Filed 2026-10-28
Elevatus Welath Management
INCREASED
Shares18,085 from 17,551
Change+534 (+3%)
Value$2.3M (+$175.1K)
Filed 2026-10-19
GC Wealth Management RIA, LLC
DECREASED
Shares18,047 from 20,346
Change-2,299 (-11%)
Value$2.3M (-$163.8K)
Filed 2026-11-02
Regent Peak Wealth Advisors LLC
DECREASED
Shares17,985 from 18,107
Change-122 (-1%)
Value$2.3M (+$96.0K)
Filed 2026-10-13
Rolek Wealth Management LLC
DECREASED
Shares17,943 from 19,850
Change-1,907 (-10%)
Value$2.3M (-$117.6K)
Filed 2026-10-21
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares17,929 from 15,282
Change+2,647 (+17%)
Value$2.3M (+$426.8K)
Filed 2026-10-14
Archer Investment Management, LLC
INCREASED
Shares17,841 from 16,957
Change+884 (+5%)
Value$2.2M (+$215.4K)
Filed 2026-10-13
Fairway Financial, LLC
DECREASED
Shares17,768 from 68,415
Change-50,647 (-74%)
Value$2.2M (-$5.9M)
Filed 2026-10-20
Kellett Wealth Advisors, LLC
INCREASED
Shares17,702 from 17,492
Change+210 (+1%)
Value$2.2M (+$134.0K)
Filed 2026-10-15
American Institute for Advanced Investment Management, LLP
INCREASED
Shares17,674 from 17,408
Change+266 (+2%)
Value$2.2M (+$140.5K)
Filed 2026-11-03
Birch Hill Investment Advisors LLC
INCREASED
Shares17,542 from 16,944
Change+598 (+4%)
Value$2.2M (+$179.4K)
Filed 2026-10-16
McNaughton Wealth Management, LLC
DECREASED
Shares17,513 from 18,072
Change-559 (-3%)
Value$2.2M (+$40.9K)
Filed 2026-10-09
Flagship Wealth Advisors, LLC
DECREASED
Shares17,456 from 17,744
Change-288 (-2%)
Value$2.2M (+$72.9K)
Filed 2026-11-03
Long Island Wealth Management, Inc.
DECREASED
Shares17,454 from 18,117
Change-663 (-4%)
Value$2.2M (+$28.2K)
Filed 2026-10-20
AlphaStar Capital Management, LLC
DECREASED
Shares17,364 from 18,939
Change-1,575 (-8%)
Value$2.2M (-$81.4K)
Filed 2026-10-16
Capital Square, LLC
INCREASED
Shares17,330 from 17,222
Change+108 (+1%)
Value$2.2M (+$144.2K)
Filed 2026-10-19
Advocate Investing Services LLC
DECREASED
Shares17,324 from 17,694
Change-370 (-2%)
Value$2.2M (+$62.4K)
Filed 2026-10-26
Csenge Advisory Group
INCREASED
Shares17,306 from 12,450
Change+4,856 (+39%)
Value$2.2M (+$686.8K)
Filed 2026-11-04
Triad Wealth Partners, LLC
INCREASED
Shares16,915 from 15,690
Change+1,225 (+8%)
Value$2.1M (+$319.1K)
Filed 2026-10-26
Embree Financial Group
INCREASED
Shares16,708 from 15,988
Change+720 (+5%)
Value$2.1M (+$188.8K)
Filed 2026-10-22
Evanson Financial, LLC
DECREASED
Shares16,664 from 24,658
Change-7,994 (-32%)
Value$2.1M (-$852.9K)
Filed 2026-10-23
Falcon Wealth Planning
INCREASED
Shares16,631 from 16,227
Change+404 (+2%)
Value$2.1M (+$150.6K)
Filed 2026-11-06
Level Four Advisory Services, LLC
DECREASED
Shares16,601 from 16,656
Change-55 (0%)
Value$2.1M (+$95.5K)
Filed 2026-11-06
Absolute Capital Management, LLC
DECREASED
Shares16,460 from 19,211
Change-2,751 (-14%)
Value$2.1M (-$227.5K)
Filed 2026-10-16
Ascentis Independent Advisors
NEW
Shares16,412
Change+16,412
Value$2.1M
Filed 2026-11-03
Gill Capital Partners, LLC
UNCHANGED
Shares16,400 from 16,400
Change0 (0%)
Value$2.1M (+$100.9K)
Filed 2026-10-13
PCA Investment Advisory Services Inc.
INCREASED
Shares16,316 from 16,309
Change+7 (+0%)
Value$2.1M (+$101.2K)
Filed 2026-10-13
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares16,196 from 15,387
Change+809 (+5%)
Value$2.0M (+$196.3K)
Filed 2026-10-29
Nilsine Partners, LLC
INCREASED
Shares16,152 from 8,152
Change+8,000 (+98%)
Value$2.0M (+$1.1M)
Filed 2026-11-02
Pinnacle Wealth Management Advisory Group, LLC
DECREASED
Shares15,943 from 16,071
Change-128 (-1%)
Value$2.0M (+$82.8K)
Filed 2026-10-23
Riversedge Advisors, LLC
DECREASED
Shares15,881 from 16,003
Change-122 (-1%)
Value$2.0M (+$83.1K)
Filed 2026-10-09
North Star Investment Management Corp.
DECREASED
Shares15,832 from 18,035
Change-2,203 (-12%)
Value$2.0M (-$166.0K)
Filed 2026-10-27
First Security Investment Management, Inc.
INCREASED
Shares15,786 from 1,928
Change+13,858 (+719%)
Value$2.0M (+$1.8M)
Filed 2026-11-05
Unique Wealth, LLC
DECREASED
Shares15,763 from 17,543
Change-1,780 (-10%)
Value$2.0M (-$115.8K)
Filed 2026-10-16
Warwick Investment Management, Inc.
INCREASED
Shares15,617 from 15,535
Change+82 (+1%)
Value$2.0M (+$105.8K)
Filed 2026-10-19
Highland Financial Advisors, LLC
INCREASED
Shares15,539 from 12,532
Change+3,007 (+24%)
Value$2.0M (+$455.0K)
Filed 2026-10-19
Retirement Planning Co of New England, Inc.
INCREASED
Shares15,486 from 15,461
Change+25 (+0%)
Value$1.9M (+$98.3K)
Filed 2026-10-15
Unique Wealth Strategies, LLC
UNCHANGED
Shares15,478 from 15,478
Change0 (0%)
Value$1.8M ($0)
Filed 2026-10-13
Allied Investment Advisors, LLC
INCREASED
Shares15,419 from 15,392
Change+27 (+0%)
Value$1.9M (+$98.1K)
Filed 2026-10-13
SAX Wealth Advisors, LLC
INCREASED
Shares15,412 from 1,819
Change+13,593 (+747%)
Value$1.9M (+$667.7K)
Filed 2026-10-13
Americana Partners, LLC
INCREASED
Shares15,396 from 15,395
Change+1 (+0%)
Value$1.9M (+$94.7K)
Filed 2026-10-28
Aventus Investment Advisors, Inc.
DECREASED
Shares15,184 from 15,200
Change-16 (0%)
Value$1.9M (+$91.5K)
Filed 2026-10-09
Sigma Investment Counselors Inc
INCREASED
Shares15,180 from 10,602
Change+4,578 (+43%)
Value$1.9M (+$640.5K)
Filed 2026-10-27
Key FInancial Inc
DECREASED
Shares15,096 from 15,992
Change-896 (-6%)
Value$1.9M (-$14.3K)
Filed 2026-11-02
Compass Financial Group, Inc. (Ohio)
DECREASED
Shares15,052 from 15,936
Change-884 (-6%)
Value$1.9M (-$13.1K)
Filed 2026-10-19
Financial Consulate, Inc
DECREASED
Shares15,049 from 16,492
Change-1,443 (-9%)
Value$1.9M (-$79.9K)
Filed 2026-10-23
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares14,975 from 14,839
Change+136 (+1%)
Value$1.9M (+$108.4K)
Filed 2026-10-14
HCR Wealth Advisors
INCREASED
Shares14,905 from 14,903
Change+2 (+0%)
Value$1.9M (+$91.9K)
Filed 2026-10-15
Signaturefd, LLC
INCREASED
Shares14,884 from 14,883
Change+1 (+0%)
Value$1.9M (+$91.7K)
Filed 2026-10-23
Advisory Advocates, LLC
DECREASED
Shares14,781 from 16,614
Change-1,833 (-11%)
Value$1.9M (-$128.2K)
Filed 2026-11-05
Relyea Zuckerberg Hanson LLC
UNCHANGED
Shares14,748 from 14,748
Change0 (0%)
Value$1.9M (+$90.7K)
Filed 2026-10-20
Towerpoint Wealth, LLC
DECREASED
Shares14,729 from 14,784
Change-55 (0%)
Value$1.9M (+$83.9K)
Filed 2026-10-13
Main Street Group, LTD
INCREASED
Shares14,659 from 14,648
Change+11 (+0%)
Value$1.8M (+$91.5K)
Filed 2026-10-28
Telos Capital Management, Inc.
DECREASED
Shares14,634 from 15,160
Change-526 (-3%)
Value$1.8M (+$27.1K)
Filed 2026-11-02
BOS Asset Management, LLC
UNCHANGED
Shares14,552 from 14,552
Change0 (0%)
Value$1.8M (+$89.5K)
Filed 2026-10-09
Bluedoor Private Wealth, LLC
INCREASED
Shares14,498 from 14,476
Change+22 (+0%)
Value$1.8M (+$91.8K)
Filed 2026-11-05
Rockland Trust Co
UNCHANGED
Shares14,464 from 14,464
Change0 (0%)
Value$1.8M (+$89.0K)
Filed 2026-10-05
Miramontes Capital, LLC
DECREASED
Shares14,340 from 14,562
Change-222 (-2%)
Value$1.8M (+$61.7K)
Filed 2026-10-19
Brown, Lisle Ings, Inc.
INCREASED
Shares14,285 from 13,990
Change+295 (+2%)
Value$1.8M (+$123.1K)
Filed 2026-10-16
Accurate Wealth Management, LLC
INCREASED
Shares14,240 from 12,550
Change+1,690 (+13%)
Value$1.8M (+$319.1K)
Filed 2026-10-20
XY Planning Network, Inc.
INCREASED
Shares14,211 from 14,203
Change+8 (+0%)
Value$1.8M (+$88.4K)
Filed 2026-10-14
Moors & Cabot, Inc.
INCREASED
Shares14,201 from 13,960
Change+241 (+2%)
Value$1.8M (+$116.1K)
Filed 2026-11-06
Noesis Capital Mangement Corp
INCREASED
Shares14,096 from 11,742
Change+2,354 (+20%)
Value$1.8M (+$368.0K)
Filed 2026-10-26
ATX Financial Planning, LLC
DECREASED
Shares14,084 from 14,357
Change-273 (-2%)
Value$1.8M (+$54.0K)
Filed 2026-10-14
Valley Wealth Managers, Inc.
INCREASED
Shares13,982 from 12,845
Change+1,137 (+9%)
Value$1.8M (+$221.9K)
Filed 2026-10-09
Parsons Capital Management Inc
INCREASED
Shares13,972 from 13,328
Change+644 (+5%)
Value$1.8M (+$162.9K)
Filed 2026-10-28
Level Wealth Management LLC
INCREASED
Shares13,916 from 12,554
Change+1,362 (+11%)
Value$1.7M (+$248.3K)
Filed 2026-10-23
Confluence Wealth Services, Inc.
DECREASED
Shares13,796 from 14,395
Change-599 (-4%)
Value$1.7M (+$13.2K)
Filed 2026-11-05
Ramsay, Stattman, Vela & Price, Inc.
UNCHANGED
Shares13,712 from 13,712
Change0 (0%)
Value$1.7M (+$84.3K)
Filed 2026-10-19
Quantum Financial Advisors, LLC
DECREASED
Shares13,704 from 14,832
Change-1,128 (-8%)
Value$1.7M (-$50.5K)
Filed 2026-11-03
Woodward Diversified Capital, LLC
DECREASED
Shares13,633 from 14,211
Change-578 (-4%)
Value$1.7M (+$14.8K)
Filed 2026-10-21
McGuire Investment Group, LLC
INCREASED
Shares13,576 from 12,749
Change+827 (+6%)
Value$1.7M (+$182.3K)
Filed 2026-10-23
Welch Group, LLC
INCREASED
Shares13,571 from 7,384
Change+6,187 (+84%)
Value$1.7M (+$822.9K)
Filed 2026-10-29
Sunrise Financial Services, LLC
UNCHANGED
Shares13,489 from 13,489
Change0 (0%)
Value$1.7M (+$83.0K)
Filed 2026-10-21
Autumn Glory Partners, LLC
UNCHANGED
Shares13,451 from 13,451
Change0 (0%)
Value$1.7M (+$82.7K)
Filed 2026-10-26
Guardian Capital, LLC
DECREASED
Shares13,436 from 16,178
Change-2,742 (-17%)
Value$1.7M (-$245.1K)
Filed 2026-11-06
Beacon Investment Advisory Services, Inc.
DECREASED
Shares13,426 from 13,476
Change-50 (0%)
Value$1.7M (+$76.6K)
Filed 2026-10-13
Cresta Advisors, Ltd.
INCREASED
Shares13,382 from 2,827
Change+10,555 (+373%)
Value$1.7M (+$1.3M)
Filed 2026-10-14
Bedel Financial Consulting, Inc.
INCREASED
Shares13,381 from 13,082
Change+299 (+2%)
Value$1.7M (+$118.1K)
Filed 2026-11-06
Aviso Wealth Management
DECREASED
Shares13,360 from 13,939
Change-579 (-4%)
Value$1.7M (+$12.8K)
Filed 2026-11-04
Cookson Peirce & Co Inc
INCREASED
Shares13,297 from 13,250
Change+47 (+0%)
Value$1.7M (+$87.4K)
Filed 2026-10-30
Northwest Wealth Advisors, LLC
DECREASED
Shares13,231 from 13,732
Change-501 (-4%)
Value$1.7M (+$21.4K)
Filed 2026-11-02
SYM Financial Corp
UNCHANGED
Shares13,226 from 13,226
Change0 (0%)
Value$1.7M (+$81.3K)
Filed 2026-10-26
Inspirion Wealth Advisors, LLC
INCREASED
Shares13,207 from 12,373
Change+834 (+7%)
Value$1.7M (+$209.4K)
Filed 2026-10-09
WealthCare Investment Partners, LLC
DECREASED
Shares13,080 from 13,608
Change-528 (-4%)
Value$1.6M (+$17.4K)
Filed 2026-11-05
RED Lighthouse Investment Management, LLC
INCREASED
Shares12,961 from 12,424
Change+537 (+4%)
Value$1.6M (+$143.9K)
Filed 2026-11-02
AA Financial Advisors, LLC
INCREASED
Shares12,836 from 12,826
Change+10 (+0%)
Value$1.6M (+$80.1K)
Filed 2026-10-19
HRC Wealth Management, LLC
INCREASED
Shares12,723 from 11,775
Change+948 (+8%)
Value$1.6M (+$191.5K)
Filed 2026-10-16
McKinley Carter Wealth Services, Inc.
INCREASED
Shares12,648 from 12,645
Change+3 (+0%)
Value$1.6M (+$78.1K)
Filed 2026-10-16
J. Derek Lewis & Associates Inc.
INCREASED
Shares12,626 from 10,595
Change+2,031 (+19%)
Value$1.6M (+$333.2K)
Filed 2026-11-03
Plante Moran Financial Advisors, LLC
DECREASED
Shares12,606 from 12,809
Change-203 (-2%)
Value$1.6M (+$53.2K)
Filed 2026-11-04
Lauer Wealth, LLC
INCREASED
Shares12,447 from 11,655
Change+792 (+7%)
Value$1.6M (+$219.0K)
Filed 2026-10-13
Capital Squared Financial LLC
DECREASED
Shares12,446 from 13,588
Change-1,142 (-8%)
Value$1.6M (-$59.9K)
Filed 2026-10-30
Succession Financial, Inc.
UNCHANGED
Shares12,440 from 12,440
Change0 (0%)
Value$1.6M (+$76.5K)
Filed 2026-10-14
Family Office Research LLC
DECREASED
Shares12,436 from 12,757
Change-321 (-3%)
Value$1.6M (+$38.1K)
Filed 2026-10-14
Forum Financial Management, LP
INCREASED
Shares12,333 from 11,546
Change+787 (+7%)
Value$1.5M (+$170.0K)
Filed 2026-10-16
Sherry Group, Inc.
INCREASED
Shares12,306 from 12,216
Change+90 (+1%)
Value$1.5M (+$123.3K)
Filed 2026-10-09
Journey Advisory Group, LLC
DECREASED
Shares12,234 from 12,504
Change-270 (-2%)
Value$1.5M (+$43.0K)
Filed 2026-11-04
Aegis Wealth Management, Inc.
INCREASED
Shares12,203 from 11,238
Change+965 (+9%)
Value$1.5M (+$190.4K)
Filed 2026-10-26
Concord Wealth Partners
DECREASED
Shares12,199 from 22,107
Change-9,908 (-45%)
Value$1.5M (-$1.1M)
Filed 2026-11-02
Bensler, LLC
DECREASED
Shares12,144 from 12,240
Change-96 (-1%)
Value$1.5M (+$63.2K)
Filed 2026-11-05
McClarren Financial Advisors, Inc.
DECREASED
Shares12,108 from 12,607
Change-499 (-4%)
Value$1.5M (+$14.9K)
Filed 2026-10-15
Market Street Wealth Management Advisors LLC
DECREASED
Shares12,101 from 12,587
Change-486 (-4%)
Value$1.5M (+$16.3K)
Filed 2026-10-09
Adkins Seale Capital Management LLC
INCREASED
Shares12,094 from 9,301
Change+2,793 (+30%)
Value$1.5M (+$408.2K)
Filed 2026-10-27
KFG Wealth Management, LLC
INCREASED
Shares11,974 from 11,952
Change+22 (+0%)
Value$1.5M (+$76.3K)
Filed 2026-10-16
Acropolis Investment Management, LLC
INCREASED
Shares11,779 from 11,777
Change+2 (+0%)
Value$1.5M (+$72.6K)
Filed 2026-10-08
Greenleaf Trust
DECREASED
Shares11,777 from 15,313
Change-3,536 (-23%)
Value$1.5M (-$350.2K)
Filed 2026-10-29
GenTrust, LLC
INCREASED
Shares11,666 from 11,184
Change+482 (+4%)
Value$1.5M (+$129.3K)
Filed 2026-11-06
Narus Financial Partners, LLC
INCREASED
Shares11,661 from 11,657
Change+4 (+0%)
Value$1.5M (+$72.2K)
Filed 2026-10-19
Carolina Wealth Management Inc
DECREASED
Shares11,657 from 11,704
Change-47 (0%)
Value$1.5M (+$66.1K)
Filed 2026-10-29
M Holdings Securities, Inc.
DECREASED
Shares11,600 from 11,815
Change-215 (-2%)
Value$1.3K (-$54)
Filed 2026-11-03
Facet Wealth, Inc.
INCREASED
Shares11,570 from 10,809
Change+761 (+7%)
Value$1.5M (+$162.2K)
Filed 2026-11-04
Latitude Advisors, LLC
INCREASED
Shares11,556 from 11,542
Change+14 (+0%)
Value$1.5M (+$72.7K)
Filed 2026-10-27
HBK Sorce Advisory LLC
INCREASED
Shares11,550 from 10,144
Change+1,406 (+14%)
Value$1.2M (+$22.2K)
Filed 2026-11-06
Gallacher Capital Management LLC
DECREASED
Shares11,497 from 13,356
Change-1,859 (-14%)
Value$1.4M (-$151.5K)
Filed 2026-10-30
Mainstream Capital Management LLC
DECREASED
Shares11,483 from 16,107
Change-4,624 (-29%)
Value$1.4M (-$482.1K)
Filed 2026-10-23
North Forty Two & Co.
DECREASED
Shares11,456 from 11,756
Change-300 (-3%)
Value$1.4M (+$34.6K)
Filed 2026-10-19
Grove Street Fiduciary, LLC
UNCHANGED
Shares11,424 from 11,424
Change0 (0%)
Value$1.4M (+$70.3K)
Filed 2026-10-13
Cypress Wealth Services, LLC
UNCHANGED
Shares11,414 from 11,414
Change0 (0%)
Value$1.5M (+$117.3K)
Filed 2026-10-21
Legacy Edge Advisors, LLC
DECREASED
Shares11,370 from 11,371
Change-1 (0%)
Value$1.4M (+$69.8K)
Filed 2026-11-06
May Hill Capital, LLC
UNCHANGED
Shares11,304 from 11,304
Change0 (0%)
Value$1.4M (+$69.5K)
Filed 2026-11-03
Sageworth Trust Co
UNCHANGED
Shares11,280 from 11,280
Change0 (0%)
Value$1.4M (+$69.4K)
Filed 2026-10-30
Comprehensive Financial Planning, Inc.
INCREASED
Shares11,122 from 11,101
Change+21 (+0%)
Value$1.4M (+$70.9K)
Filed 2026-10-27
First Pacific Financial
DECREASED
Shares11,115 from 13,228
Change-2,113 (-16%)
Value$1.4M (-$184.1K)
Filed 2026-10-14
Ferguson Wellman Capital Management, Inc
INCREASED
Shares11,088 from 8,543
Change+2,545 (+30%)
Value$1.4M (+$372.4K)
Filed 2026-10-05
Union Bancaire Privee, UBP SA
UNCHANGED
Shares11,048 from 11,048
Change0 (0%)
Value$1.4M (+$92.3K)
Filed 2026-11-04
EverSource Wealth Advisors, LLC
INCREASED
Shares11,036 from 6,267
Change+4,769 (+76%)
Value$1.4M (+$637.8K)
Filed 2026-11-04
Altus Wealth Management, LLC
UNCHANGED
Shares11,004 from 11,004
Change0 (0%)
Value$1.4M (+$67.7K)
Filed 2026-10-13
Shepherd Financial Partners LLC
INCREASED
Shares10,985 from 10,981
Change+4 (+0%)
Value$1.4M (+$68.0K)
Filed 2026-11-03
Cutler Investment Counsel LLC
DECREASED
Shares10,897 from 11,047
Change-150 (-1%)
Value$1.4M (+$49.1K)
Filed 2026-10-28
NBH Bank
DECREASED
Shares10,889 from 11,140
Change-251 (-2%)
Value$1.4M (+$37.0K)
Filed 2026-11-05
Eagle Strategies LLC
INCREASED
Shares10,829 from 10,757
Change+72 (+1%)
Value$1.4M (+$75.1K)
Filed 2026-10-16
LFA - Lugano Financial Advisors SA
UNCHANGED
Shares10,800 from 10,800
Change0 (0%)
Value$1.4M (+$66.4K)
Filed 2026-11-03
Trust Co of Toledo NA
DECREASED
Shares10,792 from 15,432
Change-4,640 (-30%)
Value$1.4M (-$488.2K)
Filed 2026-10-16
Provenance Wealth Advisors, LLC
NEW
Shares10,758
Change+10,758
Value$1.4M
Filed 2026-10-30
Maia Wealth LLC
DECREASED
Shares10,681 from 12,251
Change-1,570 (-13%)
Value$1.3M (-$122.0K)
Filed 2026-10-19
Arwa LLC
DECREASED
Shares10,681 from 12,139
Change-1,458 (-12%)
Value$1.4M (-$35.8K)
Filed 2026-10-21
Guardsman Private Capital Management, Inc.
INCREASED
Shares10,625 from 10,613
Change+12 (+0%)
Value$1.3M (+$66.8K)
Filed 2026-10-19
Appleton Partners Inc
DECREASED
Shares10,607 from 11,407
Change-800 (-7%)
Value$1.3K (-$1.4M)
Filed 2026-10-30
Southland Equity Partners LLC
INCREASED
Shares10,607 from 10,552
Change+55 (+1%)
Value$1.3M (+$71.8K)
Filed 2026-10-14
Southern Capital Advisors, LLC
INCREASED
Shares10,588 from 10,583
Change+5 (+0%)
Value$1.3M (+$65.7K)
Filed 2026-10-26
Legacy Advisors, LLC
DECREASED
Shares10,547 from 10,729
Change-182 (-2%)
Value$1.3M (+$43.2K)
Filed 2026-10-19
Oak Barrel Wealth Advisory LLC
DECREASED
Shares10,543 from 11,139
Change-596 (-5%)
Value$1.3M (-$6.4K)
Filed 2026-11-05
Schear Investment Advisers, LLC
NEW
Shares10,519
Change+10,519
Value$1.3M
Filed 2026-10-14
Tempo Wealth, LLC
INCREASED
Shares10,519 from 10,213
Change+306 (+3%)
Value$1.3M (+$101.3K)
Filed 2026-10-14
Merkkuri Wealth Advisors LLC
INCREASED
Shares10,480 from 10,469
Change+11 (+0%)
Value$1.3M (+$65.8K)
Filed 2026-11-03
United Advisor Group, LLC
INCREASED
Shares10,408 from 9,602
Change+806 (+8%)
Value$1.3M (+$160.3K)
Filed 2026-11-03
Nations Financial Group Inc,
DECREASED
Shares10,407 from 10,711
Change-304 (-3%)
Value$1.3M (+$27.7K)
Filed 2026-11-05
Capital Investment Advisory Services, LLC
INCREASED
Shares10,298 from 10,058
Change+240 (+2%)
Value$1.3M (+$91.7K)
Filed 2026-10-30
Greenhouse Wealth Management, LLC
UNCHANGED
Shares10,289 from 10,289
Change0 (0%)
Value$1.3M (+$63.3K)
Filed 2026-10-20
Bell Bank
UNCHANGED
Shares10,248 from 10,248
Change0 (0%)
Value$1.3M (+$63.0K)
Filed 2026-10-21
Patrick M Sweeney & Associates, Inc
INCREASED
Shares10,189 from 10,188
Change+1 (+0%)
Value$1.3M (+$62.7K)
Filed 2026-10-22
Sonata Capital Group Inc
INCREASED
Shares10,180 from 9,580
Change+600 (+6%)
Value$1.3M (+$134.3K)
Filed 2026-10-19
SeaBridge Investment Advisors LLC
INCREASED
Shares10,144 from 6,693
Change+3,451 (+52%)
Value$1.3M (+$474.9K)
Filed 2026-11-02
Convergence Financial, LLC
DECREASED
Shares10,136 from 20,072
Change-9,936 (-49%)
Value$1.3M (-$1.1M)
Filed 2026-10-27
Biltmore Family Office, LLC
INCREASED
Shares10,039 from 9,731
Change+308 (+3%)
Value$1.3M (+$98.6K)
Filed 2026-11-03
Heartwood Wealth Advisors LLC
UNCHANGED
Shares10,008 from 10,008
Change0 (0%)
Value$1.3M (+$61.5K)
Filed 2026-10-05
Selective Wealth Management, Inc.
DECREASED
Shares9,995 from 10,020
Change-25 (0%)
Value$1.2M (+$89.4K)
Filed 2026-10-16
Private Wealth Partners, LLC
UNCHANGED
Shares9,960 from 9,960
Change0 (0%)
Value$1.3M (+$61.3K)
Filed 2026-10-22
Chapin Davis, Inc.
UNCHANGED
Shares9,943 from 9,943
Change0 (0%)
Value$1.2M (+$61.3K)
Filed 2026-10-09
MFA Wealth Advisors, LLC
DECREASED
Shares9,932 from 10,578
Change-646 (-6%)
Value$1.2M (-$16.1K)
Filed 2026-10-07
Mirae Asset Global Investments Co., Ltd.
NEW
Shares9,900
Change+9,900
Value$1.2M
Filed 2026-11-03
M.E. Allison & Co., Inc.
DECREASED
Shares9,859 from 9,909
Change-50 (0%)
Value$1.2M (+$54.7K)
Filed 2026-10-09
FSM Wealth Advisors, LLC
DECREASED
Shares9,837 from 10,664
Change-827 (-8%)
Value$1.3M (-$22.8K)
Filed 2026-10-27
Albion Financial Group
DECREASED
Shares9,832 from 10,438
Change-606 (-6%)
Value$1.2M (-$12.0K)
Filed 2026-10-21
Avior Wealth Management, LLC
INCREASED
Shares9,809 from 9,424
Change+385 (+4%)
Value$1.2M (+$106.4K)
Filed 2026-10-13
Diversified Trust Co
INCREASED
Shares9,789 from 9,288
Change+501 (+5%)
Value$1.2M (+$120.1K)
Filed 2026-11-06
Bonfire Financial
INCREASED
Shares9,757 from 9,746
Change+11 (+0%)
Value$1.2M (+$61.3K)
Filed 2026-11-06
Avalon Capital Management
INCREASED
Shares9,755 from 4,880
Change+4,875 (+100%)
Value$1.2M (+$642.7K)
Filed 2026-11-04
R. W. Roge & Company, Inc.
UNCHANGED
Shares9,720 from 9,720
Change0 (0%)
Value$1.2K (-$1.2M)
Filed 2026-11-04
Waters Parkerson & Co., LLC
UNCHANGED
Shares9,690 from 9,690
Change0 (0%)
Value$1.2M (+$59.6K)
Filed 2026-11-04
Fulton Bank, N.A.
DECREASED
Shares9,680 from 11,280
Change-1,600 (-14%)
Value$1.2M (-$131.7K)
Filed 2026-10-14
APS Management Group, Inc.
DECREASED
Shares9,655 from 14,707
Change-5,052 (-34%)
Value$1.2M (-$544.4K)
Filed 2026-10-14
Wingate Wealth Advisors, Inc.
INCREASED
Shares9,640 from 9,604
Change+36 (+0%)
Value$1.2M (+$63.5K)
Filed 2026-10-26
Collaborative Wealth Managment Inc.
INCREASED
Shares9,632 from 8,608
Change+1,024 (+12%)
Value$1.2M (+$181.6K)
Filed 2026-11-06
Verdence Capital Advisors LLC
INCREASED
Shares9,357 from 6,698
Change+2,659 (+40%)
Value$1.2M (+$375.2K)
Filed 2026-10-26
Accretive Wealth Partners, LLC
DECREASED
Shares9,268 from 9,688
Change-420 (-4%)
Value$1.2M (+$6.8K)
Filed 2026-11-06
Luts & Greenleigh Group, Inc.
INCREASED
Shares9,265 from 8,913
Change+352 (+4%)
Value$1.2M (+$99.0K)
Filed 2026-11-05
SmartHarvest Portfolios, LLC
DECREASED
Shares9,231 from 15,431
Change-6,200 (-40%)
Value$1.2M (-$684.2K)
Filed 2026-10-26
Rare Wolf Capital LLC
UNCHANGED
Shares9,208 from 9,208
Change0 (0%)
Value$1.2M (+$56.6K)
Filed 2026-10-20
Canvas Wealth Advisors, LLC
INCREASED
Shares9,200 from 8,168
Change+1,032 (+13%)
Value$1.1M (+$148.4K)
Filed 2026-11-02
Balefire, LLC
INCREASED
Shares9,185 from 5,956
Change+3,229 (+54%)
Value$1.2M (+$442.4K)
Filed 2026-10-09
Banque Pictet & CIE SA
INCREASED
Shares9,174 from 8,264
Change+910 (+11%)
Value$1.2M (+$165.2K)
Filed 2026-10-16
Outlook Wealth Advisors, LLC
INCREASED
Shares9,169 from 9,008
Change+161 (+2%)
Value$1.2M (+$75.6K)
Filed 2026-10-28
Center For Asset Management LLC
INCREASED
Shares9,159 from 3,729
Change+5,430 (+146%)
Value$1.2M (+$705.3K)
Filed 2026-10-16
Woodmont Investment Counsel LLC
UNCHANGED
Shares9,113 from 9,113
Change0 (0%)
Value$1.1M (+$56.1K)
Filed 2026-10-29
Physicians Financial Services, Inc.
UNCHANGED
Shares9,077 from 9,077
Change0 (0%)
Value$1.1K (-$1.1M)
Filed 2026-11-04
RAM Investment Partners, LLC
DECREASED
Shares8,997 from 9,066
Change-69 (-1%)
Value$1.1M (+$47.1K)
Filed 2026-10-21
Clear Retirement Advice LLC
UNCHANGED
Shares8,992 from 8,992
Change0 (0%)
Value$1.1M (+$55.3K)
Filed 2026-10-22
First Growth Capital LLC
UNCHANGED
Shares8,984 from 8,984
Change0 (0%)
Value$1.1M (+$55.3K)
Filed 2026-10-15
Bestgate Wealth Advisors, LLC
INCREASED
Shares8,968 from 5,336
Change+3,632 (+68%)
Value$1.1M (+$489.3K)
Filed 2026-10-13
TritonPoint Partners, LLC
DECREASED
Shares8,964 from 24,535
Change-15,571 (-63%)
Value$1.1M (-$1.8M)
Filed 2026-11-05
Everhart Financial Group, Inc.
INCREASED
Shares8,901 from 8,898
Change+3 (+0%)
Value$1.1M (+$55.1K)
Filed 2026-10-08
MPS Loria Financial Planners, LLC
INCREASED
Shares8,897 from 8,886
Change+11 (+0%)
Value$1.1M (+$56.0K)
Filed 2026-10-14
Ethos Capital Management, Inc.
DECREASED
Shares8,885 from 10,214
Change-1,329 (-13%)
Value$1.1M (-$104.2K)
Filed 2026-11-03
Salem Investment Counselors Inc
DECREASED
Shares8,882 from 9,192
Change-310 (-3%)
Value$1.1M (+$17.6K)
Filed 2026-10-13
Bayban
UNCHANGED
Shares8,840 from 8,840
Change0 (0%)
Value$1.1M ($0)
Filed 2026-11-05
Scissortail Wealth Management, LLC
DECREASED
Shares8,818 from 9,408
Change-590 (-6%)
Value$1.1M (-$16.3K)
Filed 2026-11-03
Gateway Investment Advisers LLC
INCREASED
Shares8,797 from 4,671
Change+4,126 (+88%)
Value$1.1M (+$547.3K)
Filed 2026-10-13
High Note Wealth, LLC
UNCHANGED
Shares8,768 from 8,768
Change0 (0%)
Value$1.1M (+$53.9K)
Filed 2026-10-27
Ledyard National Bank
DECREASED
Shares8,760 from 11,760
Change-3,000 (-26%)
Value$1.1M (-$304.7K)
Filed 2026-10-21
IPG Investment Advisors LLC
INCREASED
Shares8,734 from 6,026
Change+2,708 (+45%)
Value$1.1M (+$377.4K)
Filed 2026-10-30
Wealth Effects LLC
UNCHANGED
Shares8,719 from 8,719
Change0 (0%)
Value$1.1M (+$53.6K)
Filed 2026-10-23
Councilor Wealth, LLC
UNCHANGED
Shares8,702 from 8,702
Change0 (0%)
Value$1.1M (+$53.5K)
Filed 2026-10-09
Aspen Investment Management Inc
DECREASED
Shares8,696 from 9,085
Change-389 (-4%)
Value$1.1K (+$7)
Filed 2026-11-05
Delta Financial Advisors LLC
INCREASED
Shares8,688 from 8,096
Change+592 (+7%)
Value$1.1M (+$124.2K)
Filed 2026-10-27
Calder Financial LLC
DECREASED
Shares8,642 from 9,235
Change-593 (-6%)
Value$1.1M (-$17.8K)
Filed 2026-10-13
Lake Street Private Wealth, LLC
DECREASED
Shares8,611 from 10,882
Change-2,271 (-21%)
Value$1.1M (-$218.5K)
Filed 2026-10-22
Destiny Wealth Partners, LLC
NEW
Shares8,592
Change+8,592
Value$978.0K
Filed 2026-11-05
Goelzer Investment Management, Inc.
DECREASED
Shares8,590 from 10,045
Change-1,455 (-14%)
Value$1.1M (-$121.1K)
Filed 2026-10-16
Segment Wealth Management, LLC
UNCHANGED
Shares8,512 from 8,512
Change0 (0%)
Value$1.1M (+$52.3K)
Filed 2026-10-26
Kraematon Investment Advisors, Inc
INCREASED
Shares8,498 from 8,429
Change+69 (+1%)
Value$1.1M (+$60.5K)
Filed 2026-11-02
Norden Group LLC
INCREASED
Shares8,497 from 8,448
Change+49 (+1%)
Value$1.1M (+$58.1K)
Filed 2026-10-20
Uptick Partners, LLC
INCREASED
Shares8,477 from 5,798
Change+2,679 (+46%)
Value$1.1M (+$372.4K)
Filed 2026-11-04
Concord Asset Management, LLC
DECREASED
Shares8,455 from 18,027
Change-9,572 (-53%)
Value$1.1M (-$1.1M)
Filed 2026-11-02
Heffernan Advisory, Inc
INCREASED
Shares8,400 from 4,000
Change+4,400 (+110%)
Value$1.1M (+$577.5K)
Filed 2026-10-13
Quad-Cities Investment Group, LLC
INCREASED
Shares8,391 from 5,278
Change+3,113 (+59%)
Value$1.1M (+$423.7K)
Filed 2026-10-16
KMG Fiduciary Partners, LLC
DECREASED
Shares8,345 from 8,675
Change-330 (-4%)
Value$1.0M (+$11.9K)
Filed 2026-10-14
Root Financial Partners, LLC
DECREASED
Shares8,337 from 8,940
Change-603 (-7%)
Value$1.0M (-$20.8K)
Filed 2026-10-21
Advisory Resource Group
INCREASED
Shares8,320 from 8,168
Change+152 (+2%)
Value$1.0M (+$69.3K)
Filed 2026-10-26
Sather Financial Group Inc
UNCHANGED
Shares8,305 from 8,305
Change0 (0%)
Value$1.0M (+$51.1K)
Filed 2026-10-30
Soundwatch Capital LLC
UNCHANGED
Shares8,304 from 8,304
Change0 (0%)
Value$1.1M (+$73.1K)
Filed 2026-11-04
Earned Wealth Advisors, LLC
INCREASED
Shares8,295 from 8,258
Change+37 (+0%)
Value$1.0M (+$55.4K)
Filed 2026-11-06
Prairiewood Capital, LLC
UNCHANGED
Shares8,272 from 8,272
Change0 (0%)
Value$1.0M (+$50.9K)
Filed 2026-10-16
Partners Wealth Management, LLC
NEW
Shares8,250
Change+8,250
Value$1.0M
Filed 2026-10-28
Cadent Capital Advisors, LLC
DECREASED
Shares8,247 from 17,467
Change-9,220 (-53%)
Value$1.0M (-$1.1M)
Filed 2026-10-09
Chris Bulman Inc
UNCHANGED
Shares8,240 from 8,240
Change0 (0%)
Value$1.0M (+$50.7K)
Filed 2026-10-20
American Capital Advisory, LLC
INCREASED
Shares8,217 from 8,216
Change+1 (+0%)
Value$1.0M (+$50.7K)
Filed 2026-10-28
Howard Wealth Management, LLC
DECREASED
Shares8,209 from 8,292
Change-83 (-1%)
Value$1.0M (+$40.6K)
Filed 2026-10-28
Hoxton Planning & Management, LLC
DECREASED
Shares8,192 from 8,449
Change-257 (-3%)
Value$1.0M (+$19.7K)
Filed 2026-10-15
Financial Council, LLC
UNCHANGED
Shares8,192 from 8,192
Change0 (0%)
Value$1.0M (+$50.4K)
Filed 2026-11-02
Donalies Financial Planning, LLC
DECREASED
Shares8,183 from 8,252
Change-69 (-1%)
Value$1.0M (+$42.1K)
Filed 2026-10-19
HighRoad Wealth Advisors, LLC
UNCHANGED
Shares8,161 from 8,161
Change0 (0%)
Value$1.0M (+$50.2K)
Filed 2026-10-14
Gilman Hill Asset Management, LLC
INCREASED
Shares8,151 from 8,000
Change+151 (+2%)
Value$1.0M (+$68.2K)
Filed 2026-10-13
Cooper Financial Group
INCREASED
Shares8,141 from 3,667
Change+4,474 (+122%)
Value$1.0M (+$584.9K)
Filed 2026-10-07
Mascagni Wealth Management, Inc.
DECREASED
Shares8,109 from 8,138
Change-29 (0%)
Value$1.0M (+$46.4K)
Filed 2026-10-23
Quintet Private Bank (Europe) S.A.
UNCHANGED
Shares8,000 from 8,000
Change0 (0%)
Value$1.0M (+$49.2K)
Filed 2026-10-08
Redwood Financial Network Corp
INCREASED
Shares7,989 from 7,983
Change+6 (+0%)
Value$1.0M (+$49.9K)
Filed 2026-11-03
Silverlake Wealth Management LLC
DECREASED
Shares7,972 from 8,014
Change-42 (-1%)
Value$1.0M (+$44.0K)
Filed 2026-10-21
Myecfo, LLC
INCREASED
Shares7,892 from 7,584
Change+308 (+4%)
Value$991.8K (+$85.3K)
Filed 2026-10-14
Blue Bell Private Wealth Management, LLC
INCREASED
Shares7,879 from 4,120
Change+3,759 (+91%)
Value$990.2K (+$497.7K)
Filed 2026-10-29
King Luther Capital Management Corp
INCREASED
Shares7,874 from 3,848
Change+4,026 (+105%)
Value$989.5K (+$529.6K)
Filed 2026-11-05
Patten & Patten Inc
UNCHANGED
Shares7,872 from 7,872
Change0 (0%)
Value$989.3K (+$48.4K)
Filed 2026-10-26
PKS Advisory Services, LLC
UNCHANGED
Shares7,854 from 7,854
Change0 (0%)
Value$938.9K ($0)
Filed 2026-10-26
Private Trust Co NA
INCREASED
Shares7,844 from 7,385
Change+459 (+6%)
Value$985.7K (+$103.1K)
Filed 2026-10-20
Alchemi Wealth, LLC
DECREASED
Shares7,807 from 8,162
Change-355 (-4%)
Value$981.2K (+$5.6K)
Filed 2026-11-04
Financial Insights, Inc.
INCREASED
Shares7,754 from 7,668
Change+86 (+1%)
Value$974.4K (+$58.0K)
Filed 2026-10-27
Financial Life Advisors
UNCHANGED
Shares7,697 from 7,697
Change0 (0%)
Value$967.3K (+$47.3K)
Filed 2026-10-14
October Effect Ltd
DECREASED
Shares7,689 from 7,954
Change-265 (-3%)
Value$966.3K (+$15.6K)
Filed 2026-10-20
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares7,689 from 7,774
Change-85 (-1%)
Value$966.2K (+$37.1K)
Filed 2026-10-13
Cornerstone National Bank & Trust Co
DECREASED
Shares7,688 from 7,768
Change-80 (-1%)
Value$976.5K (+$65.9K)
Filed 2026-10-20
Squire Investment Management Company, LLC
UNCHANGED
Shares7,685 from 7,685
Change0 (0%)
Value$965.7K (+$47.3K)
Filed 2026-11-03
Hillcrest Wealth Advisors - NY, LLC
DECREASED
Shares7,675 from 9,850
Change-2,175 (-22%)
Value$964.5K (-$212.8K)
Filed 2026-10-22
Onyx Bridge Wealth Group LLC
INCREASED
Shares7,665 from 7,527
Change+138 (+2%)
Value$963.3K (+$63.7K)
Filed 2026-10-16
Fragasso Financial Advisors Inc
INCREASED
Shares7,614 from 6,420
Change+1,194 (+19%)
Value$974.4K (+$207.2K)
Filed 2026-10-13
Burney Co/
INCREASED
Shares7,612 from 6,729
Change+883 (+13%)
Value$956.6K (+$152.4K)
Filed 2026-10-15
Balance Wealth Partners LLC
DECREASED
Shares7,548 from 7,948
Change-400 (-5%)
Value$948.5K (-$1.4K)
Filed 2026-10-27
Hudock, Inc.
DECREASED
Shares7,519 from 7,710
Change-191 (-2%)
Value$944.9K (+$23.4K)
Filed 2026-10-14
Rossby Financial, LCC
INCREASED
Shares7,490 from 6,233
Change+1,257 (+20%)
Value$941.3K (+$196.3K)
Filed 2026-11-05
LightSquare Wealth Management, LLC
DECREASED
Shares7,489 from 7,941
Change-452 (-6%)
Value$941.2K (-$7.9K)
Filed 2026-11-03
Financial Guidance Group, Inc.
UNCHANGED
Shares7,488 from 7,488
Change0 (0%)
Value$941.0K (+$46.1K)
Filed 2026-10-21
Bare Financial Services, Inc
DECREASED
Shares7,455 from 7,841
Change-386 (-5%)
Value$936.9K (-$302)
Filed 2026-11-04
Eastern Bank
INCREASED
Shares7,446 from 7,122
Change+324 (+5%)
Value$935.7K (+$84.5K)
Filed 2026-10-05
Stevens Capital Partners
INCREASED
Shares7,432 from 6,309
Change+1,123 (+18%)
Value$934.0K (+$179.9K)
Filed 2026-10-29
Quantum Private Wealth, LLC
UNCHANGED
Shares7,410 from 7,410
Change0 (0%)
Value$931.2K (+$45.6K)
Filed 2026-10-20
Marble Harbor Investment Counsel, LLC
UNCHANGED
Shares7,400 from 7,400
Change0 (0%)
Value$930.0K (+$45.5K)
Filed 2026-11-06
Grey Fox Wealth Advisors, LLC
INCREASED
Shares7,393 from 5,046
Change+2,347 (+47%)
Value$929.1K (+$326.0K)
Filed 2026-11-03
Integral Investment Advisors, Inc.
UNCHANGED
Shares7,390 from 7,390
Change0 (0%)
Value$928.7K (+$45.5K)
Filed 2026-11-03
Chemung Canal Trust Co
DECREASED
Shares7,378 from 7,632
Change-254 (-3%)
Value$927.2K (+$15.0K)
Filed 2026-11-04
Farmers & Merchants Investments Inc
UNCHANGED
Shares7,378 from 7,378
Change0 (0%)
Value$927.2K (+$45.4K)
Filed 2026-10-22
Timonier Family Office, Ltd.
UNCHANGED
Shares7,360 from 7,360
Change0 (0%)
Value$924.9K (+$45.3K)
Filed 2026-11-03
Peoples Bank
DECREASED
Shares7,354 from 7,372
Change-18 (0%)
Value$924.2K (+$43.1K)
Filed 2026-10-26
Everett Harris & Co
UNCHANGED
Shares7,350 from 7,350
Change0 (0%)
Value$923.7K (+$45.2K)
Filed 2026-10-28
Allspring Global Investments Holdings, LLC
INCREASED
Shares7,322 from 5,309
Change+2,013 (+38%)
Value$930.0K (+$307.6K)
Filed 2026-11-04
Lunt Capital Management, Inc.
UNCHANGED
Shares7,320 from 7,320
Change0 (0%)
Value$919.9K (+$45.0K)
Filed 2026-10-30
Cyndeo Wealth Partners, LLC
INCREASED
Shares7,308 from 2,917
Change+4,391 (+151%)
Value$918.4K (+$569.8K)
Filed 2026-10-16
Plan Group Financial, LLC
DECREASED
Shares7,305 from 8,556
Change-1,251 (-15%)
Value$878.0K (-$144.6K)
Filed 2026-10-22
D'Orazio & Associates, Inc.
UNCHANGED
Shares7,288 from 7,288
Change0 (0%)
Value$915.9K (+$44.8K)
Filed 2026-11-04
Private Client Services, LLC
INCREASED
Shares7,278 from 6,759
Change+519 (+8%)
Value$914.7K (+$106.8K)
Filed 2026-10-02
LMG Wealth Partners, LLC
UNCHANGED
Shares7,272 from 7,272
Change0 (0%)
Value$913.9K (+$44.7K)
Filed 2026-11-05
Univest Financial Corp
DECREASED
Shares7,256 from 7,928
Change-672 (-8%)
Value$911.9K (-$35.7K)
Filed 2026-11-05
SP Asset Management LLC
DECREASED
Shares7,206 from 7,211
Change-5 (0%)
Value$905.6K (+$43.8K)
Filed 2026-11-05
Montis Financial, LLC
DECREASED
Shares7,205 from 7,282
Change-77 (-1%)
Value$905.5K (+$35.1K)
Filed 2026-11-04
IVC Wealth Advisors LLC
DECREASED
Shares7,153 from 7,423
Change-270 (-4%)
Value$898.9K (+$11.7K)
Filed 2026-10-23
Aprio Wealth Management, LLC
INCREASED
Shares7,134 from 7,083
Change+51 (+1%)
Value$896.6K (+$50.0K)
Filed 2026-10-28
FWG Investments, Llc.
INCREASED
Shares7,073 from 6,240
Change+833 (+13%)
Value$888.8K (+$143.0K)
Filed 2026-11-03
Ridgeline Wealth, LLC
INCREASED
Shares7,013 from 6,472
Change+541 (+8%)
Value$887.0K (+$113.5K)
Filed 2026-10-14
Keudell ison Wealth Management
INCREASED
Shares6,984 from 6,440
Change+544 (+8%)
Value$877.7K (+$108.0K)
Filed 2026-10-16
Nadler Financial Group, Inc.
UNCHANGED
Shares6,968 from 6,968
Change0 (0%)
Value$875.7K (+$42.9K)
Filed 2026-10-23
Mengis Capital Management, Inc.
DECREASED
Shares6,964 from 7,064
Change-100 (-1%)
Value$875.2K (+$30.9K)
Filed 2026-10-13
West Wealth Group, LLC
INCREASED
Shares6,937 from 5,008
Change+1,929 (+39%)
Value$871.7K (+$273.1K)
Filed 2026-10-14
AdvisorNet Financial, Inc
INCREASED
Shares6,933 from 6,474
Change+459 (+7%)
Value$851.7K (+$78.0K)
Filed 2026-10-15
DT Investment Partners, LLC
INCREASED
Shares6,921 from 5,727
Change+1,194 (+21%)
Value$869.8K (+$185.3K)
Filed 2026-10-27
Eubel Brady & Suttman Asset Management Inc
UNCHANGED
Shares6,912 from 6,912
Change0 (0%)
Value$869 (-$825.1K)
Filed 2026-11-04
Encompass Wealth Advisors, LLC
INCREASED
Shares6,844 from 3,375
Change+3,469 (+103%)
Value$860.2K (+$456.8K)
Filed 2026-10-15
Arthur M. Cohen & Associates, LLC
INCREASED
Shares6,815 from 5,176
Change+1,639 (+32%)
Value$856.5K (+$237.8K)
Filed 2026-10-26
Hilton Head Capital Partners, LLC
DECREASED
Shares6,813 from 7,127
Change-314 (-4%)
Value$856.2K (+$4.4K)
Filed 2026-10-23
Dorato Capital Management
DECREASED
Shares6,791 from 7,468
Change-677 (-9%)
Value$878.6K (-$3.3K)
Filed 2026-10-08
Penobscot Investment Management Company, Inc.
INCREASED
Shares6,788 from 6,344
Change+444 (+7%)
Value$853.0K (+$94.8K)
Filed 2026-10-26
Moneco Advisors, LLC
DECREASED
Shares6,737 from 6,890
Change-153 (-2%)
Value$846.6K (+$23.1K)
Filed 2026-11-05
Abound Wealth Management
INCREASED
Shares6,726 from 5,103
Change+1,623 (+32%)
Value$845.3K (+$235.4K)
Filed 2026-10-26
J. L. Bainbridge & Co., Inc.
UNCHANGED
Shares6,664 from 6,664
Change0 (0%)
Value$837.5K (+$41.0K)
Filed 2026-10-20
Procyon Advisors, LLC
INCREASED
Shares6,627 from 6,605
Change+22 (+0%)
Value$832.9K (+$43.4K)
Filed 2026-10-21
Sepio Capital, LP
INCREASED
Shares6,626 from 6,625
Change+1 (+0%)
Value$832.7K (+$40.9K)
Filed 2026-10-22
Clearwater Capital Advisors, LLC
DECREASED
Shares6,621 from 6,968
Change-347 (-5%)
Value$832.1K (-$754)
Filed 2026-11-06
Fairvoy Private Wealth, LLC
DECREASED
Shares6,605 from 6,688
Change-83 (-1%)
Value$830.1K (+$30.7K)
Filed 2026-10-19
Curbstone Financial Management Corp
DECREASED
Shares6,572 from 7,472
Change-900 (-12%)
Value$825.9K (-$67.2K)
Filed 2026-10-21
Red Mountain Financial, LLC
DECREASED
Shares6,570 from 7,201
Change-631 (-9%)
Value$825.7K (-$34.9K)
Filed 2026-11-03
Werba Rubin Papier Wealth Management
INCREASED
Shares6,561 from 6,560
Change+1 (+0%)
Value$824.6K (+$40.5K)
Filed 2026-11-06
JFS Wealth Advisors, LLC
UNCHANGED
Shares6,520 from 6,520
Change0 (0%)
Value$819.4K (+$40.1K)
Filed 2026-11-03
Exchange Traded Concepts, LLC
DECREASED
Shares6,493 from 38,945
Change-32,452 (-83%)
Value$816.0K (-$3.8M)
Filed 2026-10-28
Nearside Advisors, LLC
NEW
Shares6,480
Change+6,480
Value$814.3K
Filed 2026-10-20
Sterling Investment Counsel, LLC
INCREASED
Shares6,476 from 6,472
Change+4 (+0%)
Value$813.8K (+$40.3K)
Filed 2026-10-19
Tred Avon Family Wealth, LLC
INCREASED
Shares6,450 from 6,400
Change+50 (+1%)
Value$810.6K (+$45.6K)
Filed 2026-10-20
Bank Pictet & Cie (Europe) AG
DECREASED
Shares6,442 from 11,923
Change-5,481 (-46%)
Value$809.6K (-$615.5K)
Filed 2026-10-20
Legacy Wealth Management, LLC / MS
UNCHANGED
Shares6,428 from 6,428
Change0 (0%)
Value$807.9K (+$39.6K)
Filed 2026-10-30
Grantvest Financial Group LLC
DECREASED
Shares6,424 from 6,525
Change-101 (-2%)
Value$807.3K (+$27.4K)
Filed 2026-10-21
CFS Investment Advisory Services, LLC
UNCHANGED
Shares6,392 from 6,392
Change0 (0%)
Value$829.7K (+$96.9K)
Filed 2026-10-19
Chilton Capital Management LLC
UNCHANGED
Shares6,368 from 6,368
Change0 (0%)
Value$800.3K (+$39.2K)
Filed 2026-10-28
WealthBridge Capital Management, LLC
INCREASED
Shares6,302 from 6,298
Change+4 (+0%)
Value$792.0K (+$39.2K)
Filed 2026-10-16
Wealth Dimensions Group, Ltd.
INCREASED
Shares6,292 from 3,828
Change+2,464 (+64%)
Value$790.7K (+$333.2K)
Filed 2026-11-02
Independent Wealth Network Inc.
INCREASED
Shares6,291 from 5,846
Change+445 (+8%)
Value$790.6K (+$91.9K)
Filed 2026-10-19
Integris Wealth Management, LLC
INCREASED
Shares6,260 from 6,254
Change+6 (+0%)
Value$786.7K (+$39.3K)
Filed 2026-10-14
Atala Financial Inc
INCREASED
Shares6,203 from 6,069
Change+134 (+2%)
Value$779.6K (+$54.2K)
Filed 2026-10-22
Interchange Capital Partners, LLC
UNCHANGED
Shares6,170 from 6,170
Change0 (0%)
Value$775.3K (+$37.9K)
Filed 2026-10-28
Clear Creek Financial Management, LLC
DECREASED
Shares6,152 from 6,201
Change-49 (-1%)
Value$773.1K (+$32.0K)
Filed 2026-10-28
Hamilton Point Investment Advisors, LLC
UNCHANGED
Shares6,144 from 6,144
Change0 (0%)
Value$772.1K (+$37.8K)
Filed 2026-11-03
Wealth Advisors Northwest LLC
UNCHANGED
Shares6,144 from 6,144
Change0 (0%)
Value$772.1K (+$37.8K)
Filed 2026-10-29
United Community Bank
UNCHANGED
Shares6,120 from 6,120
Change0 (0%)
Value$769.1K (+$37.6K)
Filed 2026-10-28
Nicholas Hoffman & Company, Llc.
INCREASED
Shares6,118 from 5,568
Change+550 (+10%)
Value$768.9K (+$103.4K)
Filed 2026-10-30
Saxony Capital Management, LLC
INCREASED
Shares6,102 from 4,734
Change+1,368 (+29%)
Value$766.8K (+$201.0K)
Filed 2026-10-15
Millennium Capital Advisors, LLC
INCREASED
Shares6,086 from 6,079
Change+7 (+0%)
Value$764.9K (+$38.3K)
Filed 2026-10-16
Aaron Wealth Advisors LLC
UNCHANGED
Shares6,080 from 6,080
Change0 (0%)
Value$764.1K (+$37.4K)
Filed 2026-10-13
Madson Wealth Advisors Inc
INCREASED
Shares6,066 from 4,189
Change+1,877 (+45%)
Value$762.3K (+$261.6K)
Filed 2026-10-13
J. Safra Sarasin Holding AG
DECREASED
Shares6,064 from 6,683
Change-619 (-9%)
Value$762.1K (-$36.9K)
Filed 2026-10-26
1834 Investment Advisors Co
UNCHANGED
Shares6,044 from 6,044
Change0 (0%)
Value$759.6K (+$37.2K)
Filed 2026-10-16
McCollum Christoferson Group LLC
DECREASED
Shares6,042 from 6,472
Change-430 (-7%)
Value$759.3K (-$14.2K)
Filed 2026-10-13
Correct Capital Wealth Management
UNCHANGED
Shares6,008 from 6,008
Change0 (0%)
Value$755.0K (+$36.9K)
Filed 2026-11-02
Chemistry Wealth Management LLC
INCREASED
Shares6,004 from 6,002
Change+2 (+0%)
Value$754.5K (+$37.1K)
Filed 2026-10-16
Indivisible Partners
DECREASED
Shares6,003 from 6,104
Change-101 (-2%)
Value$754.4K (+$24.8K)
Filed 2026-10-26
My Personal CFO, LLC
INCREASED
Shares5,990 from 5,987
Change+3 (+0%)
Value$752.8K (+$37.3K)
Filed 2026-10-14
LexAurum Advisors, LLC
DECREASED
Shares5,983 from 6,644
Change-661 (-10%)
Value$751.9K (-$42.2K)
Filed 2026-10-19
RFG Holdings, Inc.
INCREASED
Shares5,963 from 5,959
Change+4 (+0%)
Value$749.4K (+$37.1K)
Filed 2026-10-30
GSG Advisors LLC
UNCHANGED
Shares5,957 from 5,957
Change0 (0%)
Value$748.6K (+$36.7K)
Filed 2026-11-03
Stephenson & Company, Inc.
NEW
Shares5,949
Change+5,949
Value$747.6K
Filed 2026-10-30
Optivise Advisory Services LLC
DECREASED
Shares5,940 from 6,123
Change-183 (-3%)
Value$746.5K (+$14.7K)
Filed 2026-10-19
Legacy Financial Group, Inc.
UNCHANGED
Shares5,921 from 5,921
Change0 (0%)
Value$744.1K (+$36.5K)
Filed 2026-10-21
Rakuten Securities, Inc.
INCREASED
Shares5,904 from 5,411
Change+493 (+9%)
Value$742.0K (+$95.2K)
Filed 2026-11-02
Ellis Investment Partners, LLC
INCREASED
Shares5,899 from 5,893
Change+6 (+0%)
Value$741.4K (+$37.0K)
Filed 2026-10-21
Essex Bank
INCREASED
Shares5,889 from 5,312
Change+577 (+11%)
Value$740.1K (+$105.2K)
Filed 2026-10-16
Coquina Private Wealth LLC
DECREASED
Shares5,880 from 7,213
Change-1,333 (-18%)
Value$738.9K (-$123.2K)
Filed 2026-10-27
Caliber Wealth Management, LLC / KS
DECREASED
Shares5,880 from 5,947
Change-67 (-1%)
Value$739.0K (+$28.2K)
Filed 2026-11-04
Sharper & Granite LLC
DECREASED
Shares5,861 from 44,424
Change-38,563 (-87%)
Value$4.1M (-$1.2M)
Filed 2026-11-02
Fortitude Advisory Group L.L.C.
DECREASED
Shares5,799 from 6,829
Change-1,030 (-15%)
Value$728.8K (-$87.4K)
Filed 2026-10-15
Graves Light Lenhart Wealth, Inc.
DECREASED
Shares5,758 from 7,838
Change-2,080 (-27%)
Value$723.6K (-$213.2K)
Filed 2026-10-09
Grey Ledge Advisors, LLC
DECREASED
Shares5,700 from 5,723
Change-23 (0%)
Value$716.3K (+$32.3K)
Filed 2026-11-02
Ashton Thomas Securities, LLC
DECREASED
Shares5,647 from 5,688
Change-41 (-1%)
Value$709.6K (+$29.8K)
Filed 2026-10-26
Tannin Capital LLC
DECREASED
Shares5,632 from 5,638
Change-6 (0%)
Value$707.8K (+$33.9K)
Filed 2026-11-05
Fermata Advisors, LLC
INCREASED
Shares5,601 from 5,370
Change+231 (+4%)
Value$703.8K (+$62.0K)
Filed 2026-10-13
Van Cleef Asset Management,Inc
UNCHANGED
Shares5,600 from 5,600
Change0 (0%)
Value$703.8K (+$34.4K)
Filed 2026-10-20
Progressive Investment Management Corp
UNCHANGED
Shares5,600 from 5,600
Change0 (0%)
Value$703.8K (+$34.4K)
Filed 2026-10-26
Sweeney & Michel, LLC
INCREASED
Shares5,583 from 5,578
Change+5 (+0%)
Value$701.7K (+$24.3K)
Filed 2026-10-16
Archer Investment Corp
DECREASED
Shares5,582 from 6,602
Change-1,020 (-15%)
Value$701.5K (-$87.6K)
Filed 2026-11-05
Smith Chas P & Associates PA Cpas
UNCHANGED
Shares5,576 from 5,576
Change0 (0%)
Value$662.6K (-$3.8K)
Filed 2026-10-22
Solutions 4 Wealth, Ltd
UNCHANGED
Shares5,576 from 5,576
Change0 (0%)
Value$700.7K (+$34.3K)
Filed 2026-11-03
Garrett Wealth Advisory Group, LLC
UNCHANGED
Shares5,552 from 5,552
Change0 (0%)
Value$697.7K (+$34.1K)
Filed 2026-10-22
Asset Planning Services Inc
DECREASED
Shares5,546 from 5,748
Change-202 (-4%)
Value$697 (-$686.3K)
Filed 2026-10-15
Elser Financial Planning, Inc
INCREASED
Shares5,535 from 5,512
Change+23 (+0%)
Value$695.6K (+$36.8K)
Filed 2026-10-16
Veery Capital, LLC
NEW
Shares5,529
Change+5,529
Value$694.8K
Filed 2026-10-07
CGN Advisors LLC
INCREASED
Shares5,523 from 5,472
Change+51 (+1%)
Value$694.1K (+$40.0K)
Filed 2026-10-21
Lauterbach Financial Advisors, LLC
UNCHANGED
Shares5,518 from 5,518
Change0 (0%)
Value$693.5K (+$34.0K)
Filed 2026-10-21
Friday Financial
UNCHANGED
Shares5,512 from 5,512
Change0 (0%)
Value$700.1K (+$71.4K)
Filed 2026-10-09
Mustard Seed Financial, LLC
INCREASED
Shares5,497 from 4,845
Change+652 (+13%)
Value$690.8K (+$111.8K)
Filed 2026-10-30
InTrack Investment Management Inc
UNCHANGED
Shares5,494 from 5,494
Change0 (0%)
Value$690.4K (+$33.8K)
Filed 2026-10-15
Home Federal Bank of Tennessee
UNCHANGED
Shares5,480 from 5,480
Change0 (0%)
Value$688.7K (+$33.7K)
Filed 2026-10-15
Accel Wealth Management
DECREASED
Shares5,471 from 6,103
Change-632 (-10%)
Value$687.5K (-$41.9K)
Filed 2026-10-13
Obsidian CIO, LLC
INCREASED
Shares5,469 from 2,160
Change+3,309 (+153%)
Value$687.3K (+$429.2K)
Filed 2026-11-05
Mcdaniel Terry & Co
INCREASED
Shares5,460 from 3,670
Change+1,790 (+49%)
Value$686.2K (+$247.5K)
Filed 2026-11-05
Caldwell Trust Co
DECREASED
Shares5,460 from 6,060
Change-600 (-10%)
Value$686.2K (-$38.1K)
Filed 2026-10-30
Founders Financial Securities LLC
DECREASED
Shares5,440 from 5,444
Change-4 (0%)
Value$683.6K (+$32.9K)
Filed 2026-10-28
Westside Investment Management, Inc.
DECREASED
Shares5,438 from 5,688
Change-250 (-4%)
Value$686.1K (+$6.3K)
Filed 2026-11-02
Sound Income Strategies, LLC
INCREASED
Shares5,426 from 4,671
Change+755 (+16%)
Value$690.5K (+$132.2K)
Filed 2026-10-09
Retirement Solution LLC
INCREASED
Shares5,384 from 5,298
Change+86 (+2%)
Value$676.6K (+$43.4K)
Filed 2026-10-27
Welch & Forbes LLC
UNCHANGED
Shares5,360 from 5,360
Change0 (0%)
Value$673.6K (+$33.0K)
Filed 2026-11-04
Atlas Private Wealth Advisors
INCREASED
Shares5,321 from 4,677
Change+644 (+14%)
Value$668.7K (+$109.6K)
Filed 2026-10-23
Clark Asset Management, LLC
DECREASED
Shares5,310 from 5,513
Change-203 (-4%)
Value$667.3K (+$8.4K)
Filed 2026-10-19
Missouri Trust & Investment Co
DECREASED
Shares5,300 from 5,400
Change-100 (-2%)
Value$666.1K (+$55.0K)
Filed 2026-11-04
Purkiss Capital Advisors LLC
UNCHANGED
Shares5,280 from 5,280
Change0 (0%)
Value$663.5K (+$32.5K)
Filed 2026-11-06
TCI Wealth Advisors, Inc.
DECREASED
Shares5,266 from 5,699
Change-433 (-8%)
Value$661.7K (-$19.4K)
Filed 2026-10-30
Bay Capital Advisors, LLC
DECREASED
Shares5,266 from 5,306
Change-40 (-1%)
Value$661.8K (+$27.6K)
Filed 2026-10-16
SJS Investment Consulting Inc.
INCREASED
Shares5,266 from 5,251
Change+15 (+0%)
Value$661.8K (+$34.2K)
Filed 2026-10-26
Chicago Capital, LLC
INCREASED
Shares5,259 from 3,040
Change+2,219 (+73%)
Value$660.9K (+$297.6K)
Filed 2026-10-13
Eclectic Associates Inc
DECREASED
Shares5,256 from 5,269
Change-13 (0%)
Value$660.6K (+$30.8K)
Filed 2026-10-09
Key Client Fiduciary Advisors, LLC
INCREASED
Shares5,221 from 5,219
Change+2 (+0%)
Value$656.1K (+$32.3K)
Filed 2026-10-19
Fjell Capital, LLC
DECREASED
Shares5,180 from 5,232
Change-52 (-1%)
Value$651.0K (+$25.6K)
Filed 2026-10-13
SilverOak Wealth Management LLC
INCREASED
Shares5,148 from 4,952
Change+196 (+4%)
Value$646.9K (+$55.1K)
Filed 2026-10-29
Brady Martz Wealth Solutions, LLC
INCREASED
Shares5,144 from 4,624
Change+520 (+11%)
Value$646.4K (+$93.8K)
Filed 2026-11-05
Catalyst Financial Partners LLC
INCREASED
Shares5,135 from 4,222
Change+913 (+22%)
Value$645.3K (+$140.6K)
Filed 2026-11-06
Milestones Private Investment Advisors LLC
UNCHANGED
Shares5,104 from 5,104
Change0 (0%)
Value$641.4K (+$31.4K)
Filed 2026-10-19
Crown Wealth Group, LLC
UNCHANGED
Shares5,088 from 5,088
Change0 (0%)
Value$639.4K (+$31.3K)
Filed 2026-10-19
Flywheel Private Wealth LLC
UNCHANGED
Shares5,087 from 5,087
Change0 (0%)
Value$639.3K (+$31.3K)
Filed 2026-11-02
High Point Wealth Management, LLC
DECREASED
Shares5,065 from 5,180
Change-115 (-2%)
Value$636.5K (+$17.4K)
Filed 2026-11-05
Cape Investment Advisory, Inc.
INCREASED
Shares5,056 from 4,081
Change+975 (+24%)
Value$635.3K (+$147.5K)
Filed 2026-10-13
M. Kraus & Co
DECREASED
Shares5,047 from 5,397
Change-350 (-6%)
Value$502.2K (-$5.3K)
Filed 2026-10-20
Baron Financial Group, LLC
UNCHANGED
Shares5,024 from 5,024
Change0 (0%)
Value$631.4K (+$30.9K)
Filed 2026-10-09
Sims Investment Management, LLC
DECREASED
Shares5,000 from 5,600
Change-600 (-11%)
Value$628.4K (-$41.0K)
Filed 2026-10-13
Mezzasalma Advisors, LLC
DECREASED
Shares5,000 from 5,431
Change-431 (-8%)
Value$628.4K (-$20.8K)
Filed 2026-10-14
Koshinski Asset Management, Inc.
DECREASED
Shares4,992 from 5,000
Change-8 (0%)
Value$627.4K (+$29.7K)
Filed 2026-10-29
PUREfi Wealth, LLC
UNCHANGED
Shares4,972 from 4,972
Change0 (0%)
Value$624.8K (+$30.6K)
Filed 2026-10-19
Roman Butler Fullerton & Co
INCREASED
Shares4,954 from 4,949
Change+5 (+0%)
Value$596.1K (+$24.1K)
Filed 2026-10-27
Woodley Farra Manion Portfolio Management Inc
INCREASED
Shares4,933 from 4,929
Change+4 (+0%)
Value$620.0K (+$30.9K)
Filed 2026-11-05
Terra Nova Asset Management LLC
UNCHANGED
Shares4,920 from 4,920
Change0 (0%)
Value$618.3K (+$30.3K)
Filed 2026-10-13
Members Wealth LLC
INCREASED
Shares4,917 from 4,733
Change+184 (+4%)
Value$636.1K (+$70.4K)
Filed 2026-10-20
MCF Advisors LLC
DECREASED
Shares4,886 from 5,034
Change-148 (-3%)
Value$614.1K (+$12.4K)
Filed 2026-10-28
TFB Advisors LLC
INCREASED
Shares4,874 from 4,685
Change+189 (+4%)
Value$612.5K (+$52.6K)
Filed 2026-11-02
Sapient Capital LLC
DECREASED
Shares4,856 from 5,136
Change-280 (-5%)
Value$610.3K (-$3.6K)
Filed 2026-10-08
Collective Family Office LLC
INCREASED
Shares4,829 from 4,704
Change+125 (+3%)
Value$606.9K (+$44.6K)
Filed 2026-10-05
Aspect Partners, LLC
UNCHANGED
Shares4,826 from 4,826
Change0 (0%)
Value$606.5K (+$29.7K)
Filed 2026-10-20
Townsend & Associates, Inc
UNCHANGED
Shares4,825 from 4,825
Change0 (0%)
Value$573.3K (+$27.0K)
Filed 2026-10-23
Liberty Capital Management, Inc.
DECREASED
Shares4,800 from 5,115
Change-315 (-6%)
Value$603.2K (-$8.2K)
Filed 2026-11-02
Investment Advisory Services Inc
UNCHANGED
Shares4,800 from 4,800
Change0 (0%)
Value$603.2K (+$29.5K)
Filed 2026-10-27
Tempus Wealth Planning, LLC
DECREASED
Shares4,799 from 4,819
Change-20 (0%)
Value$603.1K (+$27.2K)
Filed 2026-10-14
True Link Financial Advisors, LLC
INCREASED
Shares4,798 from 4,056
Change+742 (+18%)
Value$603.0K (+$118.2K)
Filed 2026-10-27
Summa Corp.
UNCHANGED
Shares4,796 from 4,796
Change0 (0%)
Value$602.7K (+$29.5K)
Filed 2026-10-30
Lyell Wealth Management, LP
INCREASED
Shares4,751 from 4,478
Change+273 (+6%)
Value$597.0K (+$61.8K)
Filed 2026-10-30
Hamilton Capital, LLC
UNCHANGED
Shares4,744 from 4,744
Change0 (0%)
Value$596.2K (+$29.2K)
Filed 2026-10-08
Moss Adams Wealth Advisors LLC
INCREASED
Shares4,729 from 4,597
Change+132 (+3%)
Value$594.3K (+$44.8K)
Filed 2026-10-28
RDA Financial Network
UNCHANGED
Shares4,724 from 4,724
Change0 (0%)
Value$593.7K (+$29.1K)
Filed 2026-10-15
WealthPlan Investment Management, LLC
INCREASED
Shares4,716 from 4,706
Change+10 (+0%)
Value$592.7K (+$30.2K)
Filed 2026-10-15
Klingman & Associates, LLC
DECREASED
Shares4,672 from 4,735
Change-63 (-1%)
Value$587.1K (+$21.2K)
Filed 2026-10-20
Astra Wealth Partners LLC
UNCHANGED
Shares4,648 from 4,648
Change0 (0%)
Value$584.1K (+$28.6K)
Filed 2026-11-06
Lynx Investment Advisory
DECREASED
Shares4,638 from 7,593
Change-2,955 (-39%)
Value$582.9K (-$324.6K)
Filed 2026-10-27
Tsfg, LLC
DECREASED
Shares4,623 from 29,416
Change-24,793 (-84%)
Value$581 (-$3.5M)
Filed 2026-10-23
Mayfair Advisory Group, LLC
UNCHANGED
Shares4,619 from 4,619
Change0 (0%)
Value$580.5K (+$57.1K)
Filed 2026-10-20
Barnes Dennig Private Wealth Management LLC
INCREASED
Shares4,602 from 4,064
Change+538 (+13%)
Value$578.3K (+$92.6K)
Filed 2026-10-30
Mystic Asset Management, Inc.
INCREASED
Shares4,585 from 4,456
Change+129 (+3%)
Value$576.2K (+$43.6K)
Filed 2026-10-15
Advisor Resource Council
DECREASED
Shares4,575 from 5,346
Change-771 (-14%)
Value$591.1K (-$31.0K)
Filed 2026-11-05
BridgePort Financial Solutions, LLC
NEW
Shares4,568
Change+4,568
Value$574.1K
Filed 2026-11-02
Yoder Wealth Management, Inc.
UNCHANGED
Shares4,568 from 4,568
Change0 (0%)
Value$574.1K (+$28.1K)
Filed 2026-10-13
One Way Holdings LLC
DECREASED
Shares4,556 from 4,679
Change-123 (-3%)
Value$572.6K (+$13.3K)
Filed 2026-10-29
VAN Strum & Towne Inc.
UNCHANGED
Shares4,544 from 4,544
Change0 (0%)
Value$571.0K (+$27.9K)
Filed 2026-11-06
Syntegra Private Wealth Group, LLC
UNCHANGED
Shares4,536 from 4,536
Change0 (0%)
Value$570.1K (+$28.0K)
Filed 2026-10-13
MBE Wealth Management, LLC
DECREASED
Shares4,522 from 4,547
Change-25 (-1%)
Value$568.3K (+$24.8K)
Filed 2026-10-26
DWM Financial Group, Inc.
INCREASED
Shares4,514 from 563
Change+3,951 (+702%)
Value$567.2K (+$143.2K)
Filed 2026-10-28
Walkner Condon Financial Advisors LLC
DECREASED
Shares4,514 from 4,659
Change-145 (-3%)
Value$567.3K (+$10.4K)
Filed 2026-11-02
Piedmont Capital Management, LLC
DECREASED
Shares4,512 from 5,698
Change-1,186 (-21%)
Value$567.0K (-$114.0K)
Filed 2026-10-21
LJI Wealth Management, LLC
INCREASED
Shares4,510 from 4,500
Change+10 (+0%)
Value$566.8K (+$28.9K)
Filed 2026-10-28
Sheets Smith Wealth Management
DECREASED
Shares4,507 from 4,705
Change-198 (-4%)
Value$566.5K (+$4.1K)
Filed 2026-10-16
RVW Wealth, LLC
DECREASED
Shares4,504 from 4,560
Change-56 (-1%)
Value$566.0K (+$21.0K)
Filed 2026-10-06
Armor Investment Advisors, LLC
UNCHANGED
Shares4,496 from 4,496
Change0 (0%)
Value$565.0K (+$27.7K)
Filed 2026-10-27
Greenfield Seitz Capital Management, LLC
UNCHANGED
Shares4,480 from 4,480
Change0 (0%)
Value$563.0K (+$27.6K)
Filed 2026-10-29
Signature Wealth Management Partners, LLC
UNCHANGED
Shares4,456 from 4,456
Change0 (0%)
Value$560.0K (+$27.4K)
Filed 2026-10-21
Strategic Point Investment Advisors, LLC
UNCHANGED
Shares4,454 from 4,454
Change0 (0%)
Value$559.7K (+$27.4K)
Filed 2026-10-29
Sterling Wealth Management, Inc.
DECREASED
Shares4,445 from 4,532
Change-87 (-2%)
Value$558.6K (+$16.9K)
Filed 2026-10-23
Gradient Investments LLC
DECREASED
Shares4,439 from 5,352
Change-913 (-17%)
Value$557.9K (-$81.8K)
Filed 2026-10-08
Commonwealth Financial Services, LLC
UNCHANGED
Shares4,430 from 4,430
Change0 (0%)
Value$556.7K (+$27.2K)
Filed 2026-10-20
Capital Asset Advisory Services LLC
UNCHANGED
Shares4,392 from 4,392
Change0 (0%)
Value$520.9K (-$4.0K)
Filed 2026-10-30
Security National Bank
UNCHANGED
Shares4,368 from 4,368
Change0 (0%)
Value$548.9K (+$26.9K)
Filed 2026-10-26
Ironwood Financial, llc
INCREASED
Shares4,366 from 4,321
Change+45 (+1%)
Value$548.7K (+$49.3K)
Filed 2026-10-20
Accelerate Investment Advisors LLC
UNCHANGED
Shares4,360 from 4,360
Change0 (0%)
Value$547.9K (+$26.8K)
Filed 2026-11-02
Semus Wealth Partners LLC
INCREASED
Shares4,354 from 4,352
Change+2 (+0%)
Value$547.2K (+$27.1K)
Filed 2026-10-22
Wealth Alliance Advisory Group, LLC
INCREASED
Shares4,352 from 4,266
Change+86 (+2%)
Value$546.9K (+$36.9K)
Filed 2026-10-14
Berman McAleer LLC
UNCHANGED
Shares4,352 from 4,352
Change0 (0%)
Value$546.9K (+$26.8K)
Filed 2026-10-16
CX Institutional
DECREASED
Shares4,342 from 93,227
Change-88,885 (-95%)
Value$546 (-$10.6K)
Filed 2026-10-02
Boltwood Capital Management
UNCHANGED
Shares4,341 from 4,341
Change0 (0%)
Value$545.5K (+$26.7K)
Filed 2026-10-02
Parisi Gray Wealth Management
DECREASED
Shares4,300 from 4,379
Change-79 (-2%)
Value$540.4K (+$17.0K)
Filed 2026-10-16
Argonautica Private Wealth Management, Inc
DECREASED
Shares4,291 from 14,998
Change-10,707 (-71%)
Value$539.3K (-$1.3M)
Filed 2026-11-02
Fonville Wealth Management LLC
DECREASED
Shares4,271 from 5,249
Change-978 (-19%)
Value$536.7K (-$90.6K)
Filed 2026-10-28
Carl P. Sherr & Co., LLC
DECREASED
Shares4,269 from 4,302
Change-33 (-1%)
Value$536.5K (+$22.3K)
Filed 2026-11-06
Allen Mooney & Barnes Investment Advisors LLC
UNCHANGED
Shares4,264 from 4,264
Change0 (0%)
Value$535.9K (+$26.2K)
Filed 2026-10-08
Ibex Wealth Advisors
DECREASED
Shares4,255 from 4,406
Change-151 (-3%)
Value$534.8K (+$8.2K)
Filed 2026-11-06
Richmond Investment Services, LLC
INCREASED
Shares4,254 from 2,262
Change+1,992 (+88%)
Value$534.6K (+$264.3K)
Filed 2026-10-29
Glenview Trust Co
INCREASED
Shares4,253 from 4,248
Change+5 (+0%)
Value$534.5K (+$26.8K)
Filed 2026-10-28
Monetary Solutions, Ltd
UNCHANGED
Shares4,248 from 4,248
Change0 (0%)
Value$533.8K (+$26.1K)
Filed 2026-10-22
Tanager Wealth Management LLP
UNCHANGED
Shares4,232 from 4,232
Change0 (0%)
Value$531.8K (+$26.0K)
Filed 2026-10-19
Howard Capital Management, LLC
UNCHANGED
Shares4,216 from 4,216
Change0 (0%)
Value$529.8K (+$25.9K)
Filed 2026-10-16
Harbor Investment Advisory, LLC
INCREASED
Shares4,209 from 3,432
Change+777 (+23%)
Value$528.9K (+$118.8K)
Filed 2026-10-13
F&V Capital Management, LLC
UNCHANGED
Shares4,205 from 4,205
Change0 (0%)
Value$528 (-$502.5K)
Filed 2026-10-19
Grove Bank & Trust
UNCHANGED
Shares4,200 from 4,200
Change0 (0%)
Value$527.8K (+$25.8K)
Filed 2026-10-08
TrueWealth Advisors, LLC
UNCHANGED
Shares4,192 from 4,192
Change0 (0%)
Value$526.8K (+$25.8K)
Filed 2026-10-09
Next Level Private LLC
DECREASED
Shares4,188 from 4,273
Change-85 (-2%)
Value$526.2K (+$15.6K)
Filed 2026-10-20
Meredith Wealth Planning
INCREASED
Shares4,175 from 4,170
Change+5 (+0%)
Value$524.6K (+$26.3K)
Filed 2026-10-14
Farrell Financial LLC
DECREASED
Shares4,165 from 4,173
Change-8 (0%)
Value$523.4K (+$24.7K)
Filed 2026-10-16
Activest Wealth Management
INCREASED
Shares4,162 from 2,722
Change+1,440 (+53%)
Value$523.0K (+$197.7K)
Filed 2026-10-15
First Business Financial Services, Inc.
UNCHANGED
Shares4,152 from 4,152
Change0 (0%)
Value$521.8K (+$25.5K)
Filed 2026-10-29
Taylor & Morgan Wealth Management, LLC
UNCHANGED
Shares4,120 from 4,120
Change0 (0%)
Value$517.8K (+$25.3K)
Filed 2026-10-09
Boston Trust Walden Corp
UNCHANGED
Shares4,120 from 4,120
Change0 (0%)
Value$517.8K (+$25.3K)
Filed 2026-10-30
Orba Wealth Advisors, L.L.C.
INCREASED
Shares4,114 from 4,034
Change+80 (+2%)
Value$517.1K (+$34.9K)
Filed 2026-10-23
Foguth Wealth Management, Llc.
INCREASED
Shares4,108 from 3,421
Change+687 (+20%)
Value$488.1K (+$100.7K)
Filed 2026-10-19
Greenspring Advisors, LLC
UNCHANGED
Shares4,104 from 4,104
Change0 (0%)
Value$515.8K (+$25.2K)
Filed 2026-11-05
Guidance Point Advisors, LLC
INCREASED
Shares4,099 from 4,094
Change+5 (+0%)
Value$515.4K (+$25.8K)
Filed 2026-10-15
Uptown Financial Advisors LLC
UNCHANGED
Shares4,097 from 4,097
Change0 (0%)
Value$514.9K (+$25.2K)
Filed 2026-10-15
Summit Financial Strategies, Inc.
UNCHANGED
Shares4,097 from 4,097
Change0 (0%)
Value$514.8K (+$25.2K)
Filed 2026-10-14
Midwest Financial Group LLC
DECREASED
Shares4,096 from 4,108
Change-12 (0%)
Value$514.7K (+$23.7K)
Filed 2026-10-15
Frank, Rimerman Advisors LLC
UNCHANGED
Shares4,096 from 4,096
Change0 (0%)
Value$514.7K (+$25.2K)
Filed 2026-10-16
Foster Victor Wealth Advisors, LLC
INCREASED
Shares4,089 from 2,514
Change+1,575 (+63%)
Value$492.0K (+$197.6K)
Filed 2026-10-21
Jamison Private Wealth Management, Inc.
UNCHANGED
Shares4,073 from 4,073
Change0 (0%)
Value$511.9K (+$25.1K)
Filed 2026-10-14
Northwest Financial Advisors
UNCHANGED
Shares4,063 from 4,063
Change0 (0%)
Value$510.6K (+$25.0K)
Filed 2026-10-27
Wolff Wiese Magana LLC
INCREASED
Shares4,061 from 2,544
Change+1,517 (+60%)
Value$510.3K (+$206.3K)
Filed 2026-10-15
Rosenberg Matthew Hamilton
INCREASED
Shares4,056 from 4,000
Change+56 (+1%)
Value$509.7K (+$31.6K)
Filed 2026-10-05
Colonial River Investments, LLC
DECREASED
Shares4,029 from 4,066
Change-37 (-1%)
Value$506.3K (+$20.4K)
Filed 2026-10-19
Angeles Wealth Management, LLC
INCREASED
Shares4,025 from 3,745
Change+280 (+7%)
Value$505.8K (+$58.2K)
Filed 2026-10-26
Parkside Financial Bank & Trust
INCREASED
Shares4,017 from 3,960
Change+57 (+1%)
Value$504.9K (+$31.6K)
Filed 2026-10-27
Bullock Wealth Management Group
INCREASED
Shares4,011 from 4,006
Change+5 (+0%)
Value$509.4K (+$39.8K)
Filed 2026-10-09
Pioneer Trust Bank N A
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$502.7K (+$24.6K)
Filed 2026-11-06
Keystone Wealth Services, LLC
DECREASED
Shares3,996 from 4,132
Change-136 (-3%)
Value$498.9K (+$5.0K)
Filed 2026-11-03
Traphagen Investment Advisors LLC
INCREASED
Shares3,994 from 3,904
Change+90 (+2%)
Value$501.9K (+$35.3K)
Filed 2026-10-14
Schneider Downs Wealth Management Advisors, LP
DECREASED
Shares3,988 from 4,158
Change-170 (-4%)
Value$501.2K (+$4.3K)
Filed 2026-10-27
Lotus Asset Management LLC
INCREASED
Shares3,967 from 3,365
Change+602 (+18%)
Value$498.4K (+$96.3K)
Filed 2026-10-14
Skyline Advisors, Inc.
INCREASED
Shares3,953 from 3,291
Change+662 (+20%)
Value$496.8K (+$103.5K)
Filed 2026-11-03
SC&H Financial Advisors, Inc.
DECREASED
Shares3,952 from 4,594
Change-642 (-14%)
Value$496.6K (-$52.4K)
Filed 2026-10-14
Herold Advisors, Inc.
INCREASED
Shares3,943 from 3,844
Change+99 (+3%)
Value$495.6K (+$36.6K)
Filed 2026-10-19
Gamma Investing LLC
INCREASED
Shares3,929 from 3,896
Change+33 (+1%)
Value$493.8K (+$28.1K)
Filed 2026-10-08
TriaGen Wealth Management LLC
INCREASED
Shares3,928 from 3,920
Change+8 (+0%)
Value$493.6K (+$25.1K)
Filed 2026-10-14
Creekside Partners
DECREASED
Shares3,908 from 3,909
Change-1 (0%)
Value$491.1K (+$23.9K)
Filed 2026-11-04
John G Ullman & Associates Inc
DECREASED
Shares3,904 from 4,598
Change-694 (-15%)
Value$490.6K (-$58.9K)
Filed 2026-11-04
Financial Solutions Advisory Group, Inc.
UNCHANGED
Shares3,864 from 3,864
Change0 (0%)
Value$459.2K (+$4.3K)
Filed 2026-10-28
Cornerstone Wealth Group, LLC
DECREASED
Shares3,858 from 3,976
Change-118 (-3%)
Value$484.8K (+$9.6K)
Filed 2026-11-02
Channel Wealth LLC
INCREASED
Shares3,850 from 3,702
Change+148 (+4%)
Value$483.8K (+$41.3K)
Filed 2026-11-06
Hendershot Investments Inc.
NEW
Shares3,848
Change+3,848
Value$483.6K
Filed 2026-11-05
Vaquero Private Wealth, LTD
UNCHANGED
Shares3,848 from 3,848
Change0 (0%)
Value$483.6K (+$23.7K)
Filed 2026-10-27
Glass Jacobson Investment Advisors llc
INCREASED
Shares3,828 from 3,824
Change+4 (+0%)
Value$481.1K (+$24.1K)
Filed 2026-10-26
Nfsg Corp
INCREASED
Shares3,825 from 2,387
Change+1,438 (+60%)
Value$480.7K (+$195.4K)
Filed 2026-10-15
Courier Capital LLC
DECREASED
Shares3,812 from 3,897
Change-85 (-2%)
Value$479.1K (+$13.3K)
Filed 2026-10-19
Stonebridge Financial Group, LLC
INCREASED
Shares3,803 from 3,788
Change+15 (+0%)
Value$478.0K (+$25.3K)
Filed 2026-10-01
MKT Advisors LLC
INCREASED
Shares3,787 from 3,727
Change+60 (+2%)
Value$482.0K (+$56.8K)
Filed 2026-10-20
Thayer Financial, L.L.C.
NEW
Shares3,768
Change+3,768
Value$478.6K
Filed 2026-10-21
World Equity Group, Inc.
DECREASED
Shares3,768 from 4,324
Change-556 (-13%)
Value$473.5K (-$43.3K)
Filed 2026-10-14
Vaughan David Investments LLC
INCREASED
Shares3,763 from 2,298
Change+1,465 (+64%)
Value$473 (-$274.5K)
Filed 2026-11-05
Retirement Investment Advisors, Inc.
UNCHANGED
Shares3,752 from 3,752
Change0 (0%)
Value$471.5K (+$37.9K)
Filed 2026-10-22
PFW Advisors LLC
INCREASED
Shares3,736 from 3,732
Change+4 (+0%)
Value$469.5K (+$23.4K)
Filed 2026-10-07
Jeppson Wealth Management, LLC
INCREASED
Shares3,732 from 3,728
Change+4 (+0%)
Value$469.0K (+$23.4K)
Filed 2026-10-20
Rubicon Advisors, GP
INCREASED
Shares3,730 from 3,684
Change+46 (+1%)
Value$468.7K (+$28.4K)
Filed 2026-10-23
Tilia Fiduciary Partners, Inc.
UNCHANGED
Shares3,710 from 3,710
Change0 (0%)
Value$466.2K (+$22.8K)
Filed 2026-10-09
Matisse Capital
INCREASED
Shares3,694 from 3,633
Change+61 (+2%)
Value$464.2K (+$30.0K)
Filed 2026-10-29
Redhawk Wealth Advisors, Inc.
DECREASED
Shares3,693 from 8,002
Change-4,309 (-54%)
Value$464.1K (-$492.3K)
Filed 2026-10-14
BCS Wealth Management
DECREASED
Shares3,693 from 4,133
Change-440 (-11%)
Value$464.1K (-$29.9K)
Filed 2026-11-03
Vested Financial Planning, LLC
UNCHANGED
Shares3,688 from 3,688
Change0 (0%)
Value$463.5K (+$22.7K)
Filed 2026-10-28
Adamsbrown Wealth Consultants LLC
INCREASED
Shares3,685 from 3,490
Change+195 (+6%)
Value$463.1K (+$46.0K)
Filed 2026-10-20
Infinity Wealth Counsel, LLC
UNCHANGED
Shares3,667 from 3,667
Change0 (0%)
Value$460.8K (+$22.6K)
Filed 2026-10-15
Golden State Wealth Management, LLC
INCREASED
Shares3,661 from 3,132
Change+529 (+17%)
Value$460.2K (+$85.8K)
Filed 2026-11-02
Define Financial, LLC
INCREASED
Shares3,657 from 3,653
Change+4 (+0%)
Value$459.6K (+$23.0K)
Filed 2026-10-14
Emerald Advisors, LLC
UNCHANGED
Shares3,632 from 3,632
Change0 (0%)
Value$456.5K (+$22.3K)
Filed 2026-10-13
KW Wealth Management LLC
NEW
Shares3,624
Change+3,624
Value$455.4K
Filed 2026-10-28
Alliance Wealth Advisors, LLC
INCREASED
Shares3,624 from 3,416
Change+208 (+6%)
Value$455.4K (+$47.1K)
Filed 2026-10-28
Apeiron RIA LLC
UNCHANGED
Shares3,610 from 3,610
Change0 (0%)
Value$458.5K (+$27.0K)
Filed 2026-10-08
Atlas Brown,Inc.
INCREASED
Shares3,609 from 3,606
Change+3 (+0%)
Value$453.6K (+$22.6K)
Filed 2026-10-09
Investment Research Partners LLC
UNCHANGED
Shares3,605 from 3,605
Change0 (0%)
Value$453.0K (+$22.2K)
Filed 2026-10-19
Avail Investment Partners, LLC
UNCHANGED
Shares3,605 from 3,605
Change0 (0%)
Value$453.0K (+$22.2K)
Filed 2026-10-16
Obermeyer Wealth Partners
INCREASED
Shares3,584 from 3,488
Change+96 (+3%)
Value$450.4K (+$33.5K)
Filed 2026-10-21
Private Management Group Inc
DECREASED
Shares3,568 from 3,750
Change-182 (-5%)
Value$448.4K (+$191)
Filed 2026-11-04
Fiscal Wisdom Wealth Management, LLC
UNCHANGED
Shares3,552 from 3,552
Change0 (0%)
Value$446.4K (+$21.8K)
Filed 2026-10-16
NBT Bank, N.A.
DECREASED
Shares3,548 from 11,607
Change-8,059 (-69%)
Value$445.9K (-$941.3K)
Filed 2026-10-21
Acorn Wealth Advisors, LLC
INCREASED
Shares3,541 from 3,537
Change+4 (+0%)
Value$445.0K (+$22.2K)
Filed 2026-10-19
Avion Wealth
INCREASED
Shares3,522 from 3,521
Change+1 (+0%)
Value$442 (-$419.6K)
Filed 2026-11-04
Huntleigh Advisors, Inc.
UNCHANGED
Shares3,520 from 3,520
Change0 (0%)
Value$442.4K (+$21.6K)
Filed 2026-11-03
Fearless Solutions, LLC dba Best Invest
DECREASED
Shares3,513 from 3,546
Change-33 (-1%)
Value$441.5K (+$17.7K)
Filed 2026-10-14
Peterson Wealth Advisors, LLC
INCREASED
Shares3,500 from 3,496
Change+4 (+0%)
Value$439.8K (+$22.0K)
Filed 2026-10-08
Stegent Equity Advisors, Inc.
DECREASED
Shares3,498 from 4,110
Change-612 (-15%)
Value$439.6K (-$51.6K)
Filed 2026-10-13
Bluesphere Advisors LLC
DECREASED
Shares3,497 from 3,549
Change-52 (-1%)
Value$439.5K (+$15.3K)
Filed 2026-10-19
Hill Island Financial LLC
UNCHANGED
Shares3,496 from 3,496
Change0 (0%)
Value$439.3K (+$21.5K)
Filed 2026-10-20
Mattern Wealth Management LLC
UNCHANGED
Shares3,488 from 3,488
Change0 (0%)
Value$438.3K (+$21.5K)
Filed 2026-11-04
Ipsen Advisor Group LLC
DECREASED
Shares3,470 from 3,499
Change-29 (-1%)
Value$436.0K (+$17.8K)
Filed 2026-10-29
Kelly Financial Services LLC
DECREASED
Shares3,466 from 3,539
Change-73 (-2%)
Value$435.6K (+$12.5K)
Filed 2026-10-20
D.B. Root & Company, LLC
UNCHANGED
Shares3,456 from 3,456
Change0 (0%)
Value$434.3K (+$21.3K)
Filed 2026-11-04
Laurel Wealth Advisors LLC
DECREASED
Shares3,432 from 3,532
Change-100 (-3%)
Value$431.3K (+$9.2K)
Filed 2026-10-27
Endeavor Private Wealth, Inc.
UNCHANGED
Shares3,432 from 3,432
Change0 (0%)
Value$431.3K (+$21.1K)
Filed 2026-11-05
Cornerstone Enterprises, LLC
INCREASED
Shares3,410 from 2,040
Change+1,370 (+67%)
Value$428.5K (+$184.7K)
Filed 2026-10-15
Pathway Financial Advisors LLC
DECREASED
Shares3,406 from 23,112
Change-19,706 (-85%)
Value$428.0K (-$2.2M)
Filed 2026-10-07
Marquette Asset Management, LLC
UNCHANGED
Shares3,399 from 3,399
Change0 (0%)
Value$427.2K (+$20.9K)
Filed 2026-10-09
InvesTrust
DECREASED
Shares3,398 from 3,818
Change-420 (-11%)
Value$427.0K (-$29.3K)
Filed 2026-10-14
Vontobel Holding Ltd.
INCREASED
Shares3,391 from 2,986
Change+405 (+14%)
Value$426.1K (+$69.3K)
Filed 2026-10-16
Independent Wealth Advisors LLC
INCREASED
Shares3,386 from 3,385
Change+1 (+0%)
Value$425.5K (+$20.9K)
Filed 2026-10-27
Goldstein Advisors, LLC
UNCHANGED
Shares3,383 from 3,383
Change0 (0%)
Value$425.1K (+$20.8K)
Filed 2026-10-15
JHP Wealth Management, LLC
INCREASED
Shares3,380 from 2,786
Change+594 (+21%)
Value$424.8K (+$91.8K)
Filed 2026-11-06
Sanchez Gaunt Capital Management, LLC
DECREASED
Shares3,378 from 3,431
Change-53 (-2%)
Value$424.5K (+$14.4K)
Filed 2026-11-03
Prosperity Advisers, LLC
INCREASED
Shares3,362 from 3,274
Change+88 (+3%)
Value$422.5K (+$31.2K)
Filed 2026-10-28
Hurlow Wealth Management Group, Inc.
INCREASED
Shares3,362 from 3,360
Change+2 (+0%)
Value$422.6K (+$21.0K)
Filed 2026-10-29
Elevate Wealth Advisory, Inc
INCREASED
Shares3,350 from 3,241
Change+109 (+3%)
Value$421.0K (+$33.6K)
Filed 2026-10-29
Bigelow Investment Advisors, LLC
DECREASED
Shares3,342 from 4,142
Change-800 (-19%)
Value$420.0K (-$75.1K)
Filed 2026-10-13
Parr Mcknight Wealth Management Group, LLC
DECREASED
Shares3,336 from 3,928
Change-592 (-15%)
Value$419.3K (-$50.2K)
Filed 2026-10-30
Heritage Investors Management Corp
DECREASED
Shares3,335 from 4,140
Change-805 (-19%)
Value$419 (-$494.6K)
Filed 2026-10-29
Contravisory Investment Management, Inc.
NEW
Shares3,334
Change+3,334
Value$419.0K
Filed 2026-10-13
Quadcap Wealth Management, LLC
DECREASED
Shares3,332 from 4,080
Change-748 (-18%)
Value$418.7K (-$68.9K)
Filed 2026-11-02
Wespac Advisors SoCal, LLC
UNCHANGED
Shares3,312 from 3,312
Change0 (0%)
Value$416.2K (+$20.4K)
Filed 2026-10-13
PPS&V Asset Management Consultants, Inc.
UNCHANGED
Shares3,306 from 3,306
Change0 (0%)
Value$415.5K (+$20.3K)
Filed 2026-10-06
SFM, LLC d/b/a Sweeney Financial Advisors
UNCHANGED
Shares3,304 from 3,304
Change0 (0%)
Value$415.2K (+$20.3K)
Filed 2026-10-14
Occidental Asset Management, LLC
UNCHANGED
Shares3,298 from 3,298
Change0 (0%)
Value$414.4K (+$20.3K)
Filed 2026-11-05
JIM Saulnier & Associates, LLC
INCREASED
Shares3,290 from 3,264
Change+26 (+1%)
Value$413.4K (+$23.3K)
Filed 2026-11-04
Northbridge Financial Group, LLC
UNCHANGED
Shares3,280 from 3,280
Change0 (0%)
Value$425.7K (+$33.7K)
Filed 2026-11-05
Madison Park Capital Advisors, LLC
DECREASED
Shares3,278 from 20,000
Change-16,722 (-84%)
Value$412.0K (+$96.6K)
Filed 2026-10-28
City Holding Co
UNCHANGED
Shares3,276 from 3,276
Change0 (0%)
Value$411.7K (+$20.1K)
Filed 2026-10-19
Foundation Wealth Management, Llc\pa
DECREASED
Shares3,264 from 3,994
Change-730 (-18%)
Value$410.2K (-$67.2K)
Filed 2026-10-14
MB, Levis & Associates, LLC
INCREASED
Shares3,253 from 3,250
Change+3 (+0%)
Value$408.9K (+$20.5K)
Filed 2026-10-16
Tranquility Partners, LLC
INCREASED
Shares3,251 from 3,249
Change+2 (+0%)
Value$408.6K (+$20.3K)
Filed 2026-10-20
Equity Wealth Partners, LLC
DECREASED
Shares3,239 from 3,457
Change-218 (-6%)
Value$407.1K (-$6.1K)
Filed 2026-10-26
Altus Wealth Group LLC
UNCHANGED
Shares3,232 from 3,232
Change0 (0%)
Value$406.2K (+$19.9K)
Filed 2026-10-20
Rise Advisors, LLC
INCREASED
Shares3,225 from 3,221
Change+4 (+0%)
Value$405.3K (+$20.3K)
Filed 2026-10-16
GFG Capital, LLC
INCREASED
Shares3,219 from 3,216
Change+3 (+0%)
Value$404.6K (+$20.2K)
Filed 2026-10-16
Legacy Financial Strategies, LLC
UNCHANGED
Shares3,216 from 3,216
Change0 (0%)
Value$404.2K (+$19.8K)
Filed 2026-10-15
Morangie Management LLC
UNCHANGED
Shares3,200 from 3,200
Change0 (0%)
Value$402.1K (+$19.7K)
Filed 2026-10-15
Echo45 Advisors LLC
NEW
Shares3,198
Change+3,198
Value$401.9K
Filed 2026-10-07
180 Wealth Advisors, LLC
DECREASED
Shares3,183 from 3,241
Change-58 (-2%)
Value$400.0K (+$12.7K)
Filed 2026-11-03
Crumly & Associates Inc.
INCREASED
Shares3,172 from 2,896
Change+276 (+10%)
Value$398.6K (+$52.5K)
Filed 2026-10-07
YHB Investment Advisors, Inc.
DECREASED
Shares3,152 from 3,202
Change-50 (-2%)
Value$396.2K (+$13.4K)
Filed 2026-10-08
Frederick Financial Consultants, LLC
UNCHANGED
Shares3,128 from 3,128
Change0 (0%)
Value$393.1K (+$19.2K)
Filed 2026-10-29
Spectrum Wealth Advisory Group, LLC
INCREASED
Shares3,120 from 3,116
Change+4 (+0%)
Value$392.1K (+$19.6K)
Filed 2026-10-29
Quadrant Private Wealth Management, LLC
INCREASED
Shares3,119 from 3,107
Change+12 (+0%)
Value$392.0K (+$20.6K)
Filed 2026-11-04
Pioneer Wealth Management Group
INCREASED
Shares3,112 from 2,934
Change+178 (+6%)
Value$391.1K (+$40.4K)
Filed 2026-10-09
Gaddis Premier Wealth Advisors LLC
UNCHANGED
Shares3,112 from 3,112
Change0 (0%)
Value$391.1K (+$19.2K)
Filed 2026-10-29
IMPACTfolio, LLC
UNCHANGED
Shares3,087 from 3,087
Change0 (0%)
Value$387.9K (+$19.0K)
Filed 2026-10-28
Gerald Baker Financial Group LLC
INCREASED
Shares3,065 from 3,061
Change+4 (+0%)
Value$385.1K (+$19.3K)
Filed 2026-10-09
Collaborative Capital Advisors LLC
UNCHANGED
Shares3,048 from 3,048
Change0 (0%)
Value$383.0K (+$18.7K)
Filed 2026-11-06
Carrera Capital Advisors
INCREASED
Shares3,039 from 3,038
Change+1 (+0%)
Value$381.9K (+$18.7K)
Filed 2026-11-03
O'Keefe Stevens Advisory, Inc.
NEW
Shares3,023
Change+3,023
Value$379.9K
Filed 2026-10-09
Viewpoint Capital Management LLC
UNCHANGED
Shares3,016 from 3,016
Change0 (0%)
Value$379.0K (+$18.5K)
Filed 2026-10-27
Rebalance, LLC
INCREASED
Shares3,012 from 2,867
Change+145 (+5%)
Value$378.5K (+$35.9K)
Filed 2026-10-22
Ring Mountain Capital, LLC
DECREASED
Shares3,010 from 3,013
Change-3 (0%)
Value$378.3K (+$18.2K)
Filed 2026-10-13
Galvin, Gaustad & Stein, LLC
DECREASED
Shares3,009 from 6,517
Change-3,508 (-54%)
Value$378.2K (-$400.7K)
Filed 2026-10-08
Matauro, LLC
NEW
Shares3,008
Change+3,008
Value$378.0K
Filed 2026-11-03
Strategy Asset Managers LLC
DECREASED
Shares3,002 from 3,099
Change-97 (-3%)
Value$377.3K (+$6.9K)
Filed 2026-10-14
CMH Wealth Management LLC
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$377.0K (+$18.5K)
Filed 2026-10-22
Evolution Wealth Management Inc.
DECREASED
Shares2,997 from 3,008
Change-11 (0%)
Value$376.6K (+$17.1K)
Filed 2026-10-28
NTV Asset Management LLC
UNCHANGED
Shares2,988 from 2,988
Change0 (0%)
Value$375.5K (+$18.4K)
Filed 2026-10-23
Morton Capital Management LLC
UNCHANGED
Shares2,984 from 2,984
Change0 (0%)
Value$375.0K (+$18.4K)
Filed 2026-10-23
Beacon Wealthcare LLC
UNCHANGED
Shares2,984 from 2,984
Change0 (0%)
Value$375.0K (+$18.4K)
Filed 2026-10-02
Private Advisory Group LLC
INCREASED
Shares2,983 from 2,900
Change+83 (+3%)
Value$374.8K (+$28.2K)
Filed 2026-11-06
Manske Wealth Management
DECREASED
Shares2,960 from 3,120
Change-160 (-5%)
Value$372.0K (-$919)
Filed 2026-10-26
Williams & Novak Wealth Management, LLC
UNCHANGED
Shares2,953 from 2,953
Change0 (0%)
Value$371.1K (+$18.2K)
Filed 2026-10-09
MMA Asset Management LLC
UNCHANGED
Shares2,951 from 2,951
Change0 (0%)
Value$370.9K (+$18.2K)
Filed 2026-11-02
Sky Investment Group LLC
UNCHANGED
Shares2,950 from 2,950
Change0 (0%)
Value$370.7K (+$18.1K)
Filed 2026-10-30
Castle Rock Wealth Management, LLC
INCREASED
Shares2,946 from 2,939
Change+7 (+0%)
Value$382.4K (+$37.9K)
Filed 2026-10-09
Fiera Capital Corp
UNCHANGED
Shares2,928 from 2,928
Change0 (0%)
Value$368.0K (+$18.0K)
Filed 2026-11-06
Values First Advisors, Inc.
UNCHANGED
Shares2,928 from 2,928
Change0 (0%)
Value$368.0K (+$18.0K)
Filed 2026-10-23
Planned Solutions, Inc.
UNCHANGED
Shares2,907 from 2,907
Change0 (0%)
Value$365.3K (+$17.9K)
Filed 2026-10-19
Fiduciary Family Office, LLC
UNCHANGED
Shares2,904 from 2,904
Change0 (0%)
Value$364.9K (+$17.9K)
Filed 2026-11-04
Abacus Planning Group, Inc.
INCREASED
Shares2,885 from 2,333
Change+552 (+24%)
Value$362.6K (+$83.7K)
Filed 2026-11-02
Clarus Wealth Advisors
INCREASED
Shares2,885 from 2,884
Change+1 (+0%)
Value$369.3K (+$36.2K)
Filed 2026-10-13
TruNorth Capital Management, LLC
UNCHANGED
Shares2,881 from 2,881
Change0 (0%)
Value$362.1K (+$17.7K)
Filed 2026-10-14
AF Advisors, Inc.
INCREASED
Shares2,879 from 2,876
Change+3 (+0%)
Value$361.8K (+$18.1K)
Filed 2026-11-06
Cerro Pacific Wealth Advisors LLC
DECREASED
Shares2,873 from 3,456
Change-583 (-17%)
Value$361.0K (-$52.1K)
Filed 2026-10-22
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares2,866 from 1,265
Change+1,601 (+127%)
Value$360.2K (+$209.0K)
Filed 2026-10-16
Spectrum Planning & Advisory Services Inc.
NEW
Shares2,854
Change+2,854
Value$358.7K
Filed 2026-11-05
Financial Security Advisor, Inc.
INCREASED
Shares2,848 from 2,845
Change+3 (+0%)
Value$357.9K (+$17.9K)
Filed 2026-11-03
KFA Private Wealth Group, LLC
NEW
Shares2,842
Change+2,842
Value$357.3K
Filed 2026-10-07
Heck Capital Advisors, LLC
NEW
Shares2,837
Change+2,837
Value$356.5K
Filed 2026-10-14
Dumont & Blake Investment Advisors LLC
UNCHANGED
Shares2,811 from 2,811
Change0 (0%)
Value$353.3K (+$17.3K)
Filed 2026-10-28
Diversified Management Inc
UNCHANGED
Shares2,808 from 2,808
Change0 (0%)
Value$352.9K (+$17.3K)
Filed 2026-10-08
Jericho Financial, LLP
INCREASED
Shares2,807 from 2,805
Change+2 (+0%)
Value$352.8K (+$17.5K)
Filed 2026-10-13
KRM Wealth Management L.L.C.
INCREASED
Shares2,803 from 2,800
Change+3 (+0%)
Value$352.3K (+$17.6K)
Filed 2026-11-02
Fulton Breakefield Broenniman LLC
DECREASED
Shares2,802 from 3,022
Change-220 (-7%)
Value$352.1K (-$9.1K)
Filed 2026-11-03
Neumann Capital Management, LLC
NEW
Shares2,800
Change+2,800
Value$351.9K
Filed 2026-10-15
Warner Financial, Inc
INCREASED
Shares2,795 from 2,792
Change+3 (+0%)
Value$351.2K (+$17.5K)
Filed 2026-11-06
BCM Advisors, LLC
INCREASED
Shares2,790 from 2,728
Change+62 (+2%)
Value$326.3K (+$17.2K)
Filed 2026-11-03
Plan A Wealth LLC
NEW
Shares2,787
Change+2,787
Value$350.3K
Filed 2026-10-08
SVB Wealth LLC
DECREASED
Shares2,784 from 10,240
Change-7,456 (-73%)
Value$349.9K (-$874.0K)
Filed 2026-11-06
Great Lakes Advisors, LLC
DECREASED
Shares2,777 from 2,910
Change-133 (-5%)
Value$349.0K (+$1.2K)
Filed 2026-11-06
Lane Brothers & Co Inc
DECREASED
Shares2,776 from 3,912
Change-1,136 (-29%)
Value$348.9K (-$118.7K)
Filed 2026-11-02
Verus Financial Partners, Inc.
UNCHANGED
Shares2,770 from 2,770
Change0 (0%)
Value$348.1K (+$17.1K)
Filed 2026-10-29
LBJ Family Wealth Advisors, Ltd.
UNCHANGED
Shares2,761 from 2,761
Change0 (0%)
Value$347 (+$25)
Filed 2026-10-01
Next Level Wealth Planning, LLC
INCREASED
Shares2,741 from 2,728
Change+13 (+0%)
Value$344.5K (+$18.4K)
Filed 2026-10-29
Clarity Capital Advisors, LLC
INCREASED
Shares2,737 from 2,734
Change+3 (+0%)
Value$344.0K (+$17.2K)
Filed 2026-10-27
Weaver Consulting Group
UNCHANGED
Shares2,715 from 2,715
Change0 (0%)
Value$341.3K (+$16.7K)
Filed 2026-10-07
OFS Enterprise LLC
INCREASED
Shares2,706 from 2,695
Change+11 (+0%)
Value$340.0K (+$17.9K)
Filed 2026-10-16
Horizon Financial Services, LLC
DECREASED
Shares2,694 from 2,992
Change-298 (-10%)
Value$338.6K (-$19.0K)
Filed 2026-11-04
First Citizens Bank & Trust Co
NEW
Shares2,688
Change+2,688
Value$337.8K
Filed 2026-10-14
Cottage Street Advisors LLC
UNCHANGED
Shares2,672 from 2,672
Change0 (0%)
Value$335.8K (+$16.4K)
Filed 2026-10-19
Chapman Financial Group, LLC
UNCHANGED
Shares2,672 from 2,672
Change0 (0%)
Value$335.8K (+$16.4K)
Filed 2026-10-26
Axos Invest Inc.
UNCHANGED
Shares2,666 from 2,666
Change0 (0%)
Value$335.0K (+$16.4K)
Filed 2026-10-21
Burton Enright Welch
UNCHANGED
Shares2,646 from 2,646
Change0 (0%)
Value$332.5K (+$16.3K)
Filed 2026-11-04
Davis Capital Management
INCREASED
Shares2,643 from 2,199
Change+444 (+20%)
Value$332.1K (+$69.3K)
Filed 2026-10-08
Mills Wealth Advisors LLC
INCREASED
Shares2,636 from 2,517
Change+119 (+5%)
Value$331.2K (+$30.4K)
Filed 2026-10-22
Pacific Center for Financial Services
UNCHANGED
Shares2,632 from 2,632
Change0 (0%)
Value$330.8K (+$16.2K)
Filed 2026-10-15
Pacific Park Financial, Inc.
UNCHANGED
Shares2,632 from 2,632
Change0 (0%)
Value$330.8K (+$16.2K)
Filed 2026-10-13
Colton Groome Financial Advisors, LLC
DECREASED
Shares2,628 from 3,202
Change-574 (-18%)
Value$330.3K (-$52.4K)
Filed 2026-10-06
SWP Financial LLC
DECREASED
Shares2,616 from 2,800
Change-184 (-7%)
Value$328.8K (-$5.9K)
Filed 2026-10-23
Essex LLC
UNCHANGED
Shares2,616 from 2,616
Change0 (0%)
Value$328.8K (+$16.1K)
Filed 2026-10-14
Marin Bay Wealth Advisors, LLC
UNCHANGED
Shares2,606 from 2,606
Change0 (0%)
Value$327.5K (+$16.0K)
Filed 2026-10-28
Athena Wealth Management, LLC
INCREASED
Shares2,599 from 2,596
Change+3 (+0%)
Value$326.6K (+$16.3K)
Filed 2026-10-09
Asset Allocation Strategies LLC
INCREASED
Shares2,589 from 2,167
Change+422 (+19%)
Value$325.4K (+$66.3K)
Filed 2026-10-20
Linscomb Wealth, Inc.
DECREASED
Shares2,586 from 3,202
Change-616 (-19%)
Value$325.0K (-$57.7K)
Filed 2026-11-05
Objective Capital Management, LLC
UNCHANGED
Shares2,560 from 2,560
Change0 (0%)
Value$321.7K (+$15.7K)
Filed 2026-10-13
Washington Trust Bank
DECREASED
Shares2,557 from 2,927
Change-370 (-13%)
Value$321.3K (-$28.5K)
Filed 2026-11-03
Stanich Group LLC
UNCHANGED
Shares2,547 from 2,547
Change0 (0%)
Value$320.1K (+$15.7K)
Filed 2026-10-16
Avestar Capital, LLC
DECREASED
Shares2,544 from 6,198
Change-3,654 (-59%)
Value$319.7K (-$421.0K)
Filed 2026-10-28
IMZ Advisory Inc
INCREASED
Shares2,540 from 2,537
Change+3 (+0%)
Value$319.2K (+$16.0K)
Filed 2026-11-03
GenWealth Group, Inc.
UNCHANGED
Shares2,539 from 2,539
Change0 (0%)
Value$319.1K (+$15.6K)
Filed 2026-10-16
Briggs Wealth Management, Inc
DECREASED
Shares2,524 from 3,797
Change-1,273 (-34%)
Value$317.2K (-$136.6K)
Filed 2026-10-26
Kraft, Davis & Associates, LLC
INCREASED
Shares2,523 from 1,873
Change+650 (+35%)
Value$304.7K (+$89.7K)
Filed 2026-10-21
Asset Dedication, LLC
DECREASED
Shares2,520 from 2,848
Change-328 (-12%)
Value$316.7K (-$23.7K)
Filed 2026-11-03
Fusion Family Wealth, LLC
UNCHANGED
Shares2,512 from 2,512
Change0 (0%)
Value$315.7K (+$15.4K)
Filed 2026-11-02
Palacios Wealth Management, LLC
DECREASED
Shares2,506 from 3,808
Change-1,302 (-34%)
Value$314.9K (-$140.2K)
Filed 2026-11-04
Philadelphia Trust Co
UNCHANGED
Shares2,496 from 2,496
Change0 (0%)
Value$314 (-$297.7K)
Filed 2026-11-05
Pacific Sage Partners, LLC
UNCHANGED
Shares2,496 from 2,496
Change0 (0%)
Value$313.7K (+$15.4K)
Filed 2026-10-21
LifeGoal Investments, LLC
NEW
Shares2,486
Change+2,486
Value$312.4K
Filed 2026-10-09
Corbyn Investment Management Inc
DECREASED
Shares2,486 from 2,504
Change-18 (-1%)
Value$312.4K (+$13.1K)
Filed 2026-10-30
JSF Financial, LLC
INCREASED
Shares2,477 from 2,475
Change+2 (+0%)
Value$311.3K (+$15.5K)
Filed 2026-10-22
Tctc Holdings, LLC
NEW
Shares2,472
Change+2,472
Value$310.7K
Filed 2026-11-02
Burns J W & Co Inc
DECREASED
Shares2,469 from 2,479
Change-10 (0%)
Value$310.3K (+$14.0K)
Filed 2026-10-20
Johnson Financial Group, LLC
DECREASED
Shares2,466 from 2,512
Change-46 (-2%)
Value$309.9K (+$9.7K)
Filed 2026-11-03
Perryman Financial Advisory Inc
DECREASED
Shares2,453 from 2,461
Change-8 (0%)
Value$308.3K (+$14.1K)
Filed 2026-10-16
Mountain Capital Investment Advisors Inc.
INCREASED
Shares2,442 from 2,440
Change+2 (+0%)
Value$306.9K (+$15.2K)
Filed 2026-11-06
ZWJ Investment Counsel Inc
UNCHANGED
Shares2,432 from 2,432
Change0 (0%)
Value$305.6K (+$15.0K)
Filed 2026-10-15
Fairfield Financial Advisors, LTD
NEW
Shares2,420
Change+2,420
Value$304.1K
Filed 2026-10-14
Commerce Advisors, LLC
DECREASED
Shares2,407 from 2,602
Change-195 (-7%)
Value$302.5K (-$8.5K)
Filed 2026-10-19
Insight 2811, Inc.
UNCHANGED
Shares2,400 from 2,400
Change0 (0%)
Value$301.6K (+$14.8K)
Filed 2026-11-06
Aries Wealth Management
UNCHANGED
Shares2,400 from 2,400
Change0 (0%)
Value$301.6K (+$14.8K)
Filed 2026-10-23
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares2,400 from 2,400
Change0 (0%)
Value$301.6K (+$14.8K)
Filed 2026-11-02
Stage Harbor Financial, LLC
UNCHANGED
Shares2,400 from 2,400
Change0 (0%)
Value$301.6K (+$14.8K)
Filed 2026-11-03
Walser Wealth Management Company, A Ltd Liability Co
DECREASED
Shares2,389 from 2,665
Change-276 (-10%)
Value$300.2K (-$18.3K)
Filed 2026-10-15
Sachem Hill LLC
UNCHANGED
Shares2,376 from 2,376
Change0 (0%)
Value$298.6K (+$14.6K)
Filed 2026-10-14
Strategic Wealth Investment Group, LLC
DECREASED
Shares2,368 from 2,488
Change-120 (-5%)
Value$297.6K (+$221)
Filed 2026-10-29
Cranbrook Wealth Management, LLC
UNCHANGED
Shares2,368 from 2,368
Change0 (0%)
Value$297.6K (+$14.6K)
Filed 2026-10-28
Independence Bank of Kentucky
INCREASED
Shares2,360 from 2,328
Change+32 (+1%)
Value$296.6K (+$18.3K)
Filed 2026-10-26
Woodward Financial Advisors, Inc.
INCREASED
Shares2,344 from 1,992
Change+352 (+18%)
Value$294.6K (+$56.5K)
Filed 2026-10-19
Advisor OS, LLC
DECREASED
Shares2,337 from 4,331
Change-1,994 (-46%)
Value$293.7K (-$224.0K)
Filed 2026-11-03
Align Financial, LLC
UNCHANGED
Shares2,336 from 2,336
Change0 (0%)
Value$293.6K (+$14.4K)
Filed 2026-10-16
Boyer Financial Services, Inc.
UNCHANGED
Shares2,330 from 2,330
Change0 (0%)
Value$292.8K (+$25.7K)
Filed 2026-10-23
Opus Capital Group, LLC
UNCHANGED
Shares2,328 from 2,328
Change0 (0%)
Value$293 (-$277.7K)
Filed 2026-10-30
Wellington Grp LLC
INCREASED
Shares2,325 from 2,158
Change+167 (+8%)
Value$292.1K (+$34.2K)
Filed 2026-11-06
Juno Financial Group LLC
INCREASED
Shares2,323 from 2,320
Change+3 (+0%)
Value$291.9K (+$14.6K)
Filed 2026-10-27
Heritage Wealth Management, Inc.
DECREASED
Shares2,322 from 2,446
Change-124 (-5%)
Value$291.8K (-$540)
Filed 2026-10-27
Lmcg Investments, LLC
UNCHANGED
Shares2,320 from 2,320
Change0 (0%)
Value$291.6K (+$14.3K)
Filed 2026-10-21
Private Wealth Group, LLC
UNCHANGED
Shares2,312 from 2,312
Change0 (0%)
Value$290.5K (+$14.2K)
Filed 2026-10-19
5th Street Advisors, LLC
UNCHANGED
Shares2,308 from 2,308
Change0 (0%)
Value$290.0K (+$14.2K)
Filed 2026-11-04
Summit Wealth Group LLC / Co
NEW
Shares2,305
Change+2,305
Value$289.7K
Filed 2026-10-29
Hippocratic Financial Advisors, LLC
NEW
Shares2,302
Change+2,302
Value$289.3K
Filed 2026-10-13
Fiduciary Financial Group, LLC
UNCHANGED
Shares2,288 from 2,288
Change0 (0%)
Value$287.6K (+$14.1K)
Filed 2026-10-13
Epiq Partners, LLC
UNCHANGED
Shares2,288 from 2,288
Change0 (0%)
Value$287.5K (+$14.1K)
Filed 2026-10-07
Trifecta Capital Advisors, LLC
UNCHANGED
Shares2,288 from 2,288
Change0 (0%)
Value$287.5K (+$14.1K)
Filed 2026-10-21
Tortoise Investment Management, LLC
UNCHANGED
Shares2,281 from 2,281
Change0 (0%)
Value$286.7K (+$14.0K)
Filed 2026-11-06
Advisory Solutions Group, LLC
NEW
Shares2,280
Change+2,280
Value$286.5K
Filed 2026-10-14
Cadinha & Co LLC
UNCHANGED
Shares2,280 from 2,280
Change0 (0%)
Value$286.5K (+$14.0K)
Filed 2026-10-22
Koenig Investment Advisory, LLC
DECREASED
Shares2,279 from 2,330
Change-51 (-2%)
Value$286.4K (+$7.9K)
Filed 2026-10-09
CPC Advisors, LLC
INCREASED
Shares2,267 from 2,224
Change+43 (+2%)
Value$284.9K (+$19.1K)
Filed 2026-10-21
Johnson & White Wealth Management, LLC
DECREASED
Shares2,262 from 2,720
Change-458 (-17%)
Value$284.3K (-$40.8K)
Filed 2026-11-03
Tennessee Valley Asset Management Partners
DECREASED
Shares2,258 from 2,807
Change-549 (-20%)
Value$283.8K (-$51.8K)
Filed 2026-11-03
Cushing Capital Partners, LLC
NEW
Shares2,250
Change+2,250
Value$282.8K
Filed 2026-10-20
Oak Asset Management, LLC
UNCHANGED
Shares2,240 from 2,240
Change0 (0%)
Value$281.5K (+$13.8K)
Filed 2026-10-13
Pinnacle Bancorp, Inc.
UNCHANGED
Shares2,216 from 2,216
Change0 (0%)
Value$278.5K (+$13.6K)
Filed 2026-10-21
55 North Private Wealth, LLC
INCREASED
Shares2,215 from 1,744
Change+471 (+27%)
Value$278.4K (+$70.0K)
Filed 2026-10-20
Wealth Architects, LLC
DECREASED
Shares2,215 from 2,686
Change-471 (-18%)
Value$278.4K (-$42.6K)
Filed 2026-11-03
Grant Private Wealth Management Inc
DECREASED
Shares2,192 from 3,392
Change-1,200 (-35%)
Value$275.5K (-$129.9K)
Filed 2026-10-19
Raub Brock Capital Management LP
DECREASED
Shares2,192 from 2,226
Change-34 (-2%)
Value$275.5K (+$9.4K)
Filed 2026-10-21
Highland Capital Management, LLC
UNCHANGED
Shares2,192 from 2,192
Change0 (0%)
Value$275.5K (+$13.5K)
Filed 2026-10-26
Ballew Advisors, Inc
UNCHANGED
Shares2,192 from 2,192
Change0 (0%)
Value$281.3K (+$30.0K)
Filed 2026-10-05
Oliver Luxxe Assets LLC
DECREASED
Shares2,188 from 2,278
Change-90 (-4%)
Value$275.0K (+$2.7K)
Filed 2026-10-14
Bull Oak Capital, LLC
UNCHANGED
Shares2,184 from 2,184
Change0 (0%)
Value$274.5K (+$13.4K)
Filed 2026-10-23
Private Capital Advisors, Inc.
UNCHANGED
Shares2,180 from 2,180
Change0 (0%)
Value$274.0K (+$13.4K)
Filed 2026-10-06
Northwest Wealth Management, LLC
INCREASED
Shares2,179 from 2,170
Change+9 (+0%)
Value$273.8K (+$14.5K)
Filed 2026-10-30
Fire Capital Management LLC
UNCHANGED
Shares2,176 from 2,176
Change0 (0%)
Value$273.5K (+$13.4K)
Filed 2026-10-27
James J. Burns & Company, LLC
INCREASED
Shares2,170 from 2,160
Change+10 (+0%)
Value$272.7K (+$14.5K)
Filed 2026-10-22
Novem Group
INCREASED
Shares2,169 from 2,112
Change+57 (+3%)
Value$272.6K (+$20.2K)
Filed 2026-10-19
Kane Co Wealth Management, Inc.
UNCHANGED
Shares2,163 from 2,163
Change0 (0%)
Value$271.9K (+$13.3K)
Filed 2026-11-04
Prevail Innovative Wealth Advisors, LLC
UNCHANGED
Shares2,152 from 2,152
Change0 (0%)
Value$278.4K (+$21.2K)
Filed 2026-10-20
TKG Advisors, LLC
DECREASED
Shares2,146 from 2,736
Change-590 (-22%)
Value$269.7K (-$57.3K)
Filed 2026-11-02
MV Capital Management, Inc.
UNCHANGED
Shares2,144 from 2,144
Change0 (0%)
Value$269.4K (+$13.2K)
Filed 2026-10-29
Able Wealth Management LLC
INCREASED
Shares2,142 from 2,141
Change+1 (+0%)
Value$276.8K (+$20.9K)
Filed 2026-10-13
Camden National Bank
DECREASED
Shares2,141 from 2,149
Change-8 (0%)
Value$269.1K (+$12.2K)
Filed 2026-11-02
Equita Financial Network, Inc.
UNCHANGED
Shares2,136 from 2,136
Change0 (0%)
Value$268.4K (+$13.1K)
Filed 2026-10-19
Johnson Bixby & Associates, LLC
INCREASED
Shares2,129 from 2,128
Change+1 (+0%)
Value$267.5K (+$13.1K)
Filed 2026-10-14
Family CFO Inc
UNCHANGED
Shares2,128 from 2,128
Change0 (0%)
Value$267.4K (+$13.1K)
Filed 2026-10-30
Miller Financial Services LLC
UNCHANGED
Shares2,128 from 2,128
Change0 (0%)
Value$267.4K (+$13.1K)
Filed 2026-10-20
Waycross Investment Management Co
UNCHANGED
Shares2,117 from 2,117
Change0 (0%)
Value$266.0K (+$13.0K)
Filed 2026-10-14
Arlington Trust Co LLC
UNCHANGED
Shares2,104 from 2,104
Change0 (0%)
Value$264.4K (+$12.9K)
Filed 2026-10-20
Charles Schwab Trust Co
NEW
Shares2,089
Change+2,089
Value$262.5K
Filed 2026-10-15
Victory Financial Group, LLC
INCREASED
Shares2,088 from 1,687
Change+401 (+24%)
Value$262.4K (+$60.8K)
Filed 2026-10-27
Tableaux LLC
INCREASED
Shares2,081 from 1,840
Change+241 (+13%)
Value$261.6K (+$41.7K)
Filed 2026-10-23
Sentry LLC
UNCHANGED
Shares2,080 from 2,080
Change0 (0%)
Value$261.4K (+$12.8K)
Filed 2026-10-30
Bath Savings Trust Co
UNCHANGED
Shares2,078 from 2,078
Change0 (0%)
Value$261.1K (+$12.8K)
Filed 2026-10-07
Fort Washington Investment Advisors Inc
DECREASED
Shares2,064 from 2,264
Change-200 (-9%)
Value$259.4K (-$11.2K)
Filed 2026-10-15
BXM Wealth LLC
DECREASED
Shares2,056 from 2,176
Change-120 (-6%)
Value$258.4K (-$1.7K)
Filed 2026-11-03
Shrier Wealth Management, LLC
UNCHANGED
Shares2,056 from 2,056
Change0 (0%)
Value$258.4K (+$12.6K)
Filed 2026-10-20
Able Financial Group, LLC
NEW
Shares2,053
Change+2,053
Value$258.0K
Filed 2026-10-14
Hengehold Capital Management LLC
INCREASED
Shares2,051 from 1,953
Change+98 (+5%)
Value$257.7K (+$24.4K)
Filed 2026-10-16
Kestra Investment Management, LLC
DECREASED
Shares2,049 from 3,527
Change-1,478 (-42%)
Value$257.5K (-$164.1K)
Filed 2026-11-04
Sentinel Pension Advisors, LLC
UNCHANGED
Shares2,047 from 2,047
Change0 (0%)
Value$257.2K (+$25.7K)
Filed 2026-11-02
Nemes Rush Group LLC
INCREASED
Shares2,040 from 2,038
Change+2 (+0%)
Value$256.3K (+$12.7K)
Filed 2026-11-04
Kennedy Investment Group, Inc.
UNCHANGED
Shares2,040 from 2,040
Change0 (0%)
Value$256.4K (+$12.5K)
Filed 2026-10-21
Garner Asset Management Corp
UNCHANGED
Shares2,032 from 2,032
Change0 (0%)
Value$245.8K (+$2.9K)
Filed 2026-10-30
Higgins & Schmidt Wealth Strategies LLC
UNCHANGED
Shares2,032 from 2,032
Change0 (0%)
Value$255.4K (+$12.5K)
Filed 2026-10-26
First Affirmative Financial Network
NEW
Shares2,016
Change+2,016
Value$253.4K
Filed 2026-10-21
Tenon Financial LLC
UNCHANGED
Shares2,016 from 2,016
Change0 (0%)
Value$253.4K (+$12.4K)
Filed 2026-10-14
Seelaus Asset Management LLC
INCREASED
Shares2,013 from 2,012
Change+1 (+0%)
Value$253.0K (+$12.5K)
Filed 2026-10-14
Edgemoor Investment Advisors, Inc.
INCREASED
Shares2,004 from 2,003
Change+1 (+0%)
Value$251.8K (+$12.3K)
Filed 2026-11-03
apricus wealth, LLC
DECREASED
Shares2,000 from 4,500
Change-2,500 (-56%)
Value$251.3K (-$286.5K)
Filed 2026-10-26
DeDora Capital, Inc.
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$251.3K (+$12.3K)
Filed 2026-10-26
Moisand Fitzgerald Tamayo, LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$251.3K (+$12.3K)
Filed 2026-10-15
Montecito Bank & Trust
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$251.3K (+$12.3K)
Filed 2026-10-01
Stone Summit Wealth LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$251.3K (+$12.3K)
Filed 2026-10-14
Encompass More Asset Management
NEW
Shares1,992
Change+1,992
Value$250.3K
Filed 2026-10-16
Trinity Financial Advisors LLC
INCREASED
Shares1,991 from 1,990
Change+1 (+0%)
Value$250.2K (+$12.4K)
Filed 2026-10-09
Eagle Bluffs Wealth Management LLC
DECREASED
Shares1,990 from 2,086
Change-96 (-5%)
Value$250.1K (+$749)
Filed 2026-10-20
Paragon Private Wealth Management, LLC
DECREASED
Shares1,985 from 2,112
Change-127 (-6%)
Value$249.5K (-$3.0K)
Filed 2026-10-20
AM Investment Strategies LLC
INCREASED
Shares1,984 from 1,983
Change+1 (+0%)
Value$249 (+$12)
Filed 2026-11-05
LVM Capital Management LTD
DECREASED
Shares1,980 from 2,002
Change-22 (-1%)
Value$248.9K (+$248.6K)
Filed 2026-10-20
Shuttleworth & Co
UNCHANGED
Shares1,980 from 1,980
Change0 (0%)
Value$248.8K (+$12.2K)
Filed 2026-10-30
Winthrop Advisory Group LLC
DECREASED
Shares1,972 from 1,982
Change-10 (0%)
Value$247.8K (+$10.9K)
Filed 2026-10-22
Heritage Family Offices, LLP
INCREASED
Shares1,967 from 1,912
Change+55 (+3%)
Value$247.2K (+$18.7K)
Filed 2026-11-02
Private Wealth Management Group, LLC
UNCHANGED
Shares1,965 from 1,965
Change0 (0%)
Value$246.9K (+$12.1K)
Filed 2026-10-19
Good Steward Wealth Advisors,LLC
INCREASED
Shares1,963 from 1,961
Change+2 (+0%)
Value$246.7K (+$12.3K)
Filed 2026-11-06
Dominguez Wealth Management Solutions, Inc.
DECREASED
Shares1,952 from 1,976
Change-24 (-1%)
Value$245.3K (+$9.1K)
Filed 2026-10-07
Aquire Wealth Advisors, LLC
INCREASED
Shares1,947 from 1,917
Change+30 (+2%)
Value$244.7K (+$15.6K)
Filed 2026-10-23
Cordgrass Capital Advisors, LLC
UNCHANGED
Shares1,944 from 1,944
Change0 (0%)
Value$244.3K (+$12.0K)
Filed 2026-10-30
Richwood Investment Advisors, LLC
UNCHANGED
Shares1,939 from 1,939
Change0 (0%)
Value$243.8K (+$12.1K)
Filed 2026-10-30
Guild Investment Management, Inc.
DECREASED
Shares1,928 from 7,266
Change-5,338 (-73%)
Value$242.3K (-$626.1K)
Filed 2026-11-03
Optimist Retirement Group LLC
INCREASED
Shares1,918 from 1,917
Change+1 (+0%)
Value$241.1K (+$12.0K)
Filed 2026-10-30
Cahaba Wealth Management, Inc.
DECREASED
Shares1,912 from 4,164
Change-2,252 (-54%)
Value$240.3K (-$257.3K)
Filed 2026-10-26
Breakwater Investment Management
DECREASED
Shares1,896 from 4,776
Change-2,880 (-60%)
Value$238.3K (-$332.6K)
Filed 2026-10-20
Downshift Financial, LLC
DECREASED
Shares1,896 from 2,447
Change-551 (-23%)
Value$238.2K (-$54.3K)
Filed 2026-10-13
Michels Family Financial, LLC
INCREASED
Shares1,889 from 1,887
Change+2 (+0%)
Value$237.4K (+$11.9K)
Filed 2026-11-02
Kaizen Financial Strategies
UNCHANGED
Shares1,872 from 1,872
Change0 (0%)
Value$235.3K (+$15.8K)
Filed 2026-10-09
Cantor Fitzgerald Investment Advisors L.P.
DECREASED
Shares1,871 from 1,873
Change-2 (0%)
Value$235.1K (+$11.3K)
Filed 2026-10-21
David J Yvars Group
UNCHANGED
Shares1,868 from 1,868
Change0 (0%)
Value$234.8K (+$11.6K)
Filed 2026-10-09
Tounjian Advisory Partners, LLC
DECREASED
Shares1,864 from 3,524
Change-1,660 (-47%)
Value$234.3K (-$186.8K)
Filed 2026-11-04
QTR Family Wealth, LLC
INCREASED
Shares1,861 from 1,830
Change+31 (+2%)
Value$233.9K (+$15.1K)
Filed 2026-11-02
Integrated Advisors Network LLC
DECREASED
Shares1,858 from 2,233
Change-375 (-17%)
Value$233.5K (-$33.4K)
Filed 2026-10-20
Samalin Investment Counsel, LLC
INCREASED
Shares1,855 from 1,854
Change+1 (+0%)
Value$233.2K (+$11.5K)
Filed 2026-10-23
Fogel Capital Management, Inc.
UNCHANGED
Shares1,851 from 1,851
Change0 (0%)
Value$232.6K (+$11.4K)
Filed 2026-11-04
Washburn Capital Management, Inc.
INCREASED
Shares1,848 from 1,847
Change+1 (+0%)
Value$232.3K (+$11.6K)
Filed 2026-10-19
Symphony Financial, Ltd. Co.
DECREASED
Shares1,841 from 1,950
Change-109 (-6%)
Value$232.1K (+$4.2K)
Filed 2026-10-22
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares1,840 from 1,840
Change0 (0%)
Value$231.2K (+$11.3K)
Filed 2026-10-23
Cane Capital Partners, LLC
INCREASED
Shares1,834 from 1,762
Change+72 (+4%)
Value$230.5K (+$19.9K)
Filed 2026-10-23
Unison Advisors LLC
UNCHANGED
Shares1,832 from 1,832
Change0 (0%)
Value$230.2K (+$11.3K)
Filed 2026-10-29
DecisionPoint Financial, LLC
INCREASED
Shares1,821 from 1,696
Change+125 (+7%)
Value$231.3K (+$32.5K)
Filed 2026-10-27
Integrity Advisory Solutions, LLC
NEW
Shares1,819
Change+1,819
Value$228.6K
Filed 2026-10-29
Boston Standard Wealth Management, LLC
UNCHANGED
Shares1,800 from 1,800
Change0 (0%)
Value$226.2K (+$14.1K)
Filed 2026-10-07
LongView Wealth Management
NEW
Shares1,790
Change+1,790
Value$225.0K
Filed 2026-10-19
Spinnaker Investment Group, LLC
NEW
Shares1,783
Change+1,783
Value$224.1K
Filed 2026-10-13
Petersen Hastings Wealth Advisors Inc.
DECREASED
Shares1,778 from 1,808
Change-30 (-2%)
Value$223.4K (+$7.3K)
Filed 2026-10-27
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares1,776 from 1,776
Change0 (0%)
Value$212.3K ($0)
Filed 2026-11-03
Landaas & Co
UNCHANGED
Shares1,774 from 1,774
Change0 (0%)
Value$222.9K (+$10.9K)
Filed 2026-10-29
Milestone Asset Management, LLC
DECREASED
Shares1,773 from 2,432
Change-659 (-27%)
Value$222.8K (-$67.9K)
Filed 2026-10-15
Ballast Rock Private Wealth LLC
INCREASED
Shares1,770 from 1,731
Change+39 (+2%)
Value$222.5K (+$15.5K)
Filed 2026-10-26
San Luis Wealth Advisors LLC
INCREASED
Shares1,770 from 1,768
Change+2 (+0%)
Value$222.4K (+$11.1K)
Filed 2026-10-27
Tcfg Investment Advisors, LLC
NEW
Shares1,767
Change+1,767
Value$222.1K
Filed 2026-10-20
S.A. Mason LLC
INCREASED
Shares1,765 from 1,615
Change+150 (+9%)
Value$221.8K (+$28.8K)
Filed 2026-10-13
Wincap Financial LLC
UNCHANGED
Shares1,763 from 1,763
Change0 (0%)
Value$221.6K (+$10.8K)
Filed 2026-10-20
AWM Capital, LLC
UNCHANGED
Shares1,758 from 1,758
Change0 (0%)
Value$221.0K (+$10.9K)
Filed 2026-10-16
Total Clarity Wealth Management, Inc.
DECREASED
Shares1,757 from 1,838
Change-81 (-4%)
Value$220.8K (+$1.1K)
Filed 2026-10-26
Beaumont Asset Management, L.L.C.
INCREASED
Shares1,744 from 1,728
Change+16 (+1%)
Value$219.2K (+$12.6K)
Filed 2026-10-16
Hanson & Doremus Investment Management
UNCHANGED
Shares1,744 from 1,744
Change0 (0%)
Value$219 (-$207.8K)
Filed 2026-10-16
New England Professional Planning Group Inc.
UNCHANGED
Shares1,736 from 1,736
Change0 (0%)
Value$218.2K (+$10.7K)
Filed 2026-10-29
Parkway Wealth Management Group, LLC
UNCHANGED
Shares1,736 from 1,736
Change0 (0%)
Value$218.2K (+$10.7K)
Filed 2026-10-20
Austin Asset Management Co Inc
INCREASED
Shares1,730 from 1,728
Change+2 (+0%)
Value$217.4K (+$10.9K)
Filed 2026-10-29
Platform Technology Partners
NEW
Shares1,729
Change+1,729
Value$217.3K
Filed 2026-11-02
Wealth Management Partners, LLC
DECREASED
Shares1,729 from 1,816
Change-87 (-5%)
Value$217.3K (+$235)
Filed 2026-10-21
RMR Wealth Builders
DECREASED
Shares1,727 from 2,046
Change-319 (-16%)
Value$217.1K (-$27.5K)
Filed 2026-10-22
Acorn Financial Advisory Services Inc
INCREASED
Shares1,723 from 1,720
Change+3 (+0%)
Value$216.5K (+$11.0K)
Filed 2026-11-02
46 Peaks LLC
DECREASED
Shares1,723 from 1,724
Change-1 (0%)
Value$216.6K (+$10.6K)
Filed 2026-11-03
Symmetry Partners, LLC
NEW
Shares1,720
Change+1,720
Value$216.2K
Filed 2026-10-27
Human Investing LLC
DECREASED
Shares1,712 from 1,715
Change-3 (0%)
Value$215.1K (+$10.2K)
Filed 2026-10-19
Cache Advisors, LLC
UNCHANGED
Shares1,707 from 1,707
Change0 (0%)
Value$214.5K (+$10.5K)
Filed 2026-10-16
Capstone Wealth Management Group, LLC
DECREASED
Shares1,706 from 13,652
Change-11,946 (-87%)
Value$1.3M (-$357.7K)
Filed 2026-11-05
Intrua Financial, LLC
INCREASED
Shares1,700 from 1,697
Change+3 (+0%)
Value$213.6K (+$10.7K)
Filed 2026-10-28
Rockline Wealth Management, LLC
UNCHANGED
Shares1,688 from 1,688
Change0 (0%)
Value$212.1K (+$10.4K)
Filed 2026-10-26
Gerber, LLC
UNCHANGED
Shares1,684 from 1,684
Change0 (0%)
Value$211.6K (+$10.4K)
Filed 2026-10-21
Petros Family Wealth, LLC
UNCHANGED
Shares1,682 from 1,682
Change0 (0%)
Value$211.4K (+$10.3K)
Filed 2026-10-28
Investment Partners, Ltd.
NEW
Shares1,680
Change+1,680
Value$211.1K
Filed 2026-10-29
Murphy, Middleton, Hinkle & Parker, Inc.
UNCHANGED
Shares1,680 from 1,680
Change0 (0%)
Value$211.1K (+$10.3K)
Filed 2026-10-15
Midwest Financial Partners Investments, Inc.
NEW
Shares1,664
Change+1,664
Value$209.1K
Filed 2026-10-08
Lee, Kelleher & Klein Wealth Management
DECREASED
Shares1,664 from 2,016
Change-352 (-17%)
Value$209.1K (-$31.8K)
Filed 2026-10-08
Prospera Capital Management, LLC
NEW
Shares1,659
Change+1,659
Value$208.4K
Filed 2026-10-19
Pittenger & Anderson Inc
UNCHANGED
Shares1,656 from 1,656
Change0 (0%)
Value$208.1K (+$10.2K)
Filed 2026-11-02
Benchmark Financial Wealth Advisors, LLC
NEW
Shares1,654
Change+1,654
Value$207.8K
Filed 2026-10-20
Stonehaven Wealth & TAX Solutions, LLC
NEW
Shares1,648
Change+1,648
Value$207.1K
Filed 2026-10-22
Gibbs Wealth Management
NEW
Shares1,647
Change+1,647
Value$207.0K
Filed 2026-10-22
DDD Partners, LLC
NEW
Shares1,641
Change+1,641
Value$206.3K
Filed 2026-11-02
Sugar Maple Asset Management, LLC
NEW
Shares1,640
Change+1,640
Value$206.1K
Filed 2026-10-13
Blue Zone Wealth Advisors, LLC
NEW
Shares1,632
Change+1,632
Value$205.1K
Filed 2026-10-19
Thompson Investment Management, Inc.
UNCHANGED
Shares1,628 from 1,628
Change0 (0%)
Value$204.6K (+$10.0K)
Filed 2026-10-14
Sterling Group Wealth Management, LLC
NEW
Shares1,620
Change+1,620
Value$203.6K
Filed 2026-11-03
Koesten, Hirschmann & Crabtree, Inc.
NEW
Shares1,608
Change+1,608
Value$202.1K
Filed 2026-10-13
Nicholas Wealth, Llc.
NEW
Shares1,607
Change+1,607
Value$201.9K
Filed 2026-10-26
Legacy Private Trust Co.
NEW
Shares1,605
Change+1,605
Value$201.7K
Filed 2026-10-06
Lighthouse Financial LLC
NEW
Shares1,603
Change+1,603
Value$201.5K
Filed 2026-10-23
RFG - Bristol Wealth Advisors, LLC
NEW
Shares1,602
Change+1,602
Value$201.3K
Filed 2026-10-09
Powers Advisory Group, LLC
NEW
Shares1,601
Change+1,601
Value$201.2K
Filed 2026-10-14
Howland Capital Management LLC
NEW
Shares1,600
Change+1,600
Value$201.1K
Filed 2026-10-22
Courage Miller Partners, LLC
NEW
Shares1,600
Change+1,600
Value$201.1K
Filed 2026-10-21
Portus Wealth Advisors, LLC
NEW
Shares1,600
Change+1,600
Value$201.1K
Filed 2026-10-13
Tufton Capital Management
NEW
Shares1,600
Change+1,600
Value$201
Filed 2026-10-20
Thrive Wealth Management, LLC
NEW
Shares1,600
Change+1,600
Value$201.1K
Filed 2026-10-13
Solstein Capital, LLC
UNCHANGED
Shares1,600 from 1,600
Change0 (0%)
Value$201.1K (+$9.8K)
Filed 2026-11-02
Mogy Joel R Investment Counsel Inc
UNCHANGED
Shares1,592 from 1,592
Change0 (0%)
Value$200.1K (+$9.8K)
Filed 2026-10-13
Peoples Financial Services Corp.
UNCHANGED
Shares1,584 from 1,584
Change0 (0%)
Value$199.1K (+$9.7K)
Filed 2026-10-20
Cherry Tree Wealth Management, LLC
DECREASED
Shares1,574 from 1,720
Change-146 (-8%)
Value$197.8K (-$7.8K)
Filed 2026-10-15
Tower Trust & Investment Co
UNCHANGED
Shares1,536 from 1,536
Change0 (0%)
Value$193.0K (+$9.4K)
Filed 2026-10-28
RHL Group, LLC
INCREASED
Shares1,482 from 617
Change+865 (+140%)
Value$186.2K (+$112.2K)
Filed 2026-11-04
Byrne Asset Management LLC
INCREASED
Shares1,455 from 1,454
Change+1 (+0%)
Value$184.9K (+$11.1K)
Filed 2026-10-06
Buck Wealth Strategies, LLC
INCREASED
Shares1,444 from 1,443
Change+1 (+0%)
Value$181.5K (+$9.0K)
Filed 2026-10-28
Lodestone Wealth Management LLC
DECREASED
Shares1,398 from 1,588
Change-190 (-12%)
Value$175.7K (-$14.1K)
Filed 2026-10-14
Bochk Asset Management Ltd
NEW
Shares1,350
Change+1,350
Value$169.7K
Filed 2026-10-29
Register Financial Advisors LLC
UNCHANGED
Shares1,328 from 1,328
Change0 (0%)
Value$166.9K (+$8.2K)
Filed 2026-10-23
Elevation Wealth Partners, LLC
INCREASED
Shares1,289 from 1,240
Change+49 (+4%)
Value$161.9K (+$13.7K)
Filed 2026-10-07
Roxbury Financial LLC
UNCHANGED
Shares1,281 from 1,281
Change0 (0%)
Value$161.0K (+$7.9K)
Filed 2026-10-01
GGM Financial LLC
INCREASED
Shares1,258 from 1,257
Change+1 (+0%)
Value$158.0K (+$7.8K)
Filed 2026-11-05
Advanced Asset Management Advisors Inc
INCREASED
Shares1,246 from 809
Change+437 (+54%)
Value$156.5K (+$59.8K)
Filed 2026-10-20
Triumph Capital Management
INCREASED
Shares1,245 from 1,232
Change+13 (+1%)
Value$156.5K (+$9.2K)
Filed 2026-10-14
Sherman Asset Management, Inc.
DECREASED
Shares1,234 from 1,288
Change-54 (-4%)
Value$155.1K (+$1.1K)
Filed 2026-11-05
GHP Investment Advisors, Inc.
INCREASED
Shares1,228 from 1,158
Change+70 (+6%)
Value$154.3K (+$15.9K)
Filed 2026-10-15
Maryland Capital Advisors Inc.
UNCHANGED
Shares1,216 from 1,216
Change0 (0%)
Value$152.8K (+$7.5K)
Filed 2026-10-15
West Branch Capital LLC
UNCHANGED
Shares1,196 from 1,196
Change0 (0%)
Value$150.3K (+$7.4K)
Filed 2026-10-20
Clark Wealth Partners
UNCHANGED
Shares1,192 from 1,192
Change0 (0%)
Value$149.8K (+$7.3K)
Filed 2026-10-19
Montag A & Associates Inc
UNCHANGED
Shares1,176 from 1,176
Change0 (0%)
Value$147.8K (+$7.2K)
Filed 2026-10-29
UMB Bank, n.a.
DECREASED
Shares1,160 from 8,624
Change-7,464 (-87%)
Value$145.8K (-$885.0K)
Filed 2026-11-06
Evermay Wealth Management LLC
INCREASED
Shares1,148 from 760
Change+388 (+51%)
Value$144.3K (+$53.4K)
Filed 2026-11-05
Mascoma Wealth Management LLC
INCREASED
Shares1,088 from 688
Change+400 (+58%)
Value$136.7K (+$54.5K)
Filed 2026-10-23
Barrett & Company, Inc.
UNCHANGED
Shares1,067 from 1,067
Change0 (0%)
Value$134.1K (+$6.6K)
Filed 2026-10-22
Halbert Hargrove Global Advisors, LLC
UNCHANGED
Shares1,038 from 1,038
Change0 (0%)
Value$130.4K (+$6.4K)
Filed 2026-10-16
Vestor Capital, LLC
INCREASED
Shares1,024 from 395
Change+629 (+159%)
Value$137 (+$19)
Filed 2026-11-04
Stone House Investment Management, LLC
NEW
Shares1,016
Change+1,016
Value$127.7K
Filed 2026-10-23
Silver Grove Financial Group, Inc.
INCREASED
Shares1,004 from 16
Change+988 (+6175%)
Value$126.2K (+$124.3K)
Filed 2026-11-05
Fairway Wealth LLC
DECREASED
Shares1,001 from 1,120
Change-119 (-11%)
Value$125.7K (-$8.1K)
Filed 2026-10-30
Redwood Park Advisors LLC
DECREASED
Shares1,000 from 1,232
Change-232 (-19%)
Value$125.7K (-$21.6K)
Filed 2026-11-02
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$125.7K (+$6.2K)
Filed 2026-10-16
Piscataqua Savings Bank
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$125.7K (+$6.2K)
Filed 2026-10-21
Global Trust Asset Management, LLC
INCREASED
Shares982 from 61
Change+921 (+1510%)
Value$123.4K (+$116.1K)
Filed 2026-10-19
Transce3nd, LLC
NEW
Shares975
Change+975
Value$119.2K
Filed 2026-10-26
Versant Capital Management, Inc
UNCHANGED
Shares925 from 925
Change0 (0%)
Value$116.3K (+$5.7K)
Filed 2026-10-02
Alpine Bank Wealth Management
UNCHANGED
Shares896 from 896
Change0 (0%)
Value$112.6K (+$5.5K)
Filed 2026-10-16
Rossmore Private Capital
INCREASED
Shares871 from 436
Change+435 (+100%)
Value$109.5K (+$57.3K)
Filed 2026-10-27
William Mack & Associates, Inc.
NEW
Shares864
Change+864
Value$108.6K
Filed 2026-10-27
IFS Advisors, LLC
INCREASED
Shares816 from 774
Change+42 (+5%)
Value$102.6K (+$10.1K)
Filed 2026-10-14
NorthAvenue LLC
UNCHANGED
Shares816 from 816
Change0 (0%)
Value$102.5K (+$5.0K)
Filed 2026-10-29
IAG Wealth Partners, LLC
UNCHANGED
Shares808 from 808
Change0 (0%)
Value$101.5K (+$5.0K)
Filed 2026-11-06
American National Bank & Trust
DECREASED
Shares803 from 823
Change-20 (-2%)
Value$100.9K (+$2.6K)
Filed 2026-10-07
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares800 from 880
Change-80 (-9%)
Value$100.5K (-$4.6K)
Filed 2026-10-27
New England Capital Financial Advisors LLC
INCREASED
Shares792 from 771
Change+21 (+3%)
Value$99.5K (+$7.4K)
Filed 2026-11-03
Retirement Wealth Solutions LLC
UNCHANGED
Shares752 from 752
Change0 (0%)
Value$94.5K (+$4.6K)
Filed 2026-10-07
Key Capital Management, Inc
UNCHANGED
Shares744 from 744
Change0 (0%)
Value$93.5K (+$4.6K)
Filed 2026-11-03
Pathway Financial Advisers, LLC
NEW
Shares741
Change+741
Value$93.1K
Filed 2026-10-27
Tompkins Financial Corp
UNCHANGED
Shares726 from 726
Change0 (0%)
Value$91.2K (+$4.5K)
Filed 2026-10-05
First Community Trust NA
DECREASED
Shares700 from 752
Change-52 (-7%)
Value$88.0K (-$1.9K)
Filed 2026-10-07
Planning Strategies Inc.
UNCHANGED
Shares696 from 696
Change0 (0%)
Value$87.5K (+$4.3K)
Filed 2026-10-02
Bfsg, LLC
DECREASED
Shares684 from 729
Change-45 (-6%)
Value$86.0K (-$1.2K)
Filed 2026-10-30
Birchbrook, Inc.
DECREASED
Shares677 from 698
Change-21 (-3%)
Value$85.0K (+$1.6K)
Filed 2026-10-14
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares656 from 656
Change0 (0%)
Value$82.4K (+$4.0K)
Filed 2026-11-02
KFG LLC
NEW
Shares640
Change+640
Value$80.4K
Filed 2026-11-02
Owl Creek Wealth Partners LLC
INCREASED
Shares624 from 288
Change+336 (+117%)
Value$78.4K (+$44.0K)
Filed 2026-10-20
Horizons Wealth Management
NEW
Shares616
Change+616
Value$77.4K
Filed 2026-10-05
Towne Trust Company, N.a
UNCHANGED
Shares616 from 616
Change0 (0%)
Value$77.4K (+$3.8K)
Filed 2026-10-28
Washington Trust Advisors, Inc.
UNCHANGED
Shares568 from 568
Change0 (0%)
Value$71.4K (+$3.5K)
Filed 2026-10-22
Vima LLC
UNCHANGED
Shares557 from 557
Change0 (0%)
Value$70.0K (+$3.4K)
Filed 2026-10-23
Valued Wealth Advisors LLC
DECREASED
Shares537 from 539
Change-2 (0%)
Value$67.4K (+$3.1K)
Filed 2026-11-05
Gables Capital Management Inc.
INCREASED
Shares526 from 376
Change+150 (+40%)
Value$66.1K (+$21.2K)
Filed 2026-11-04
Yankcom Partnership
DECREASED
Shares504 from 728
Change-224 (-31%)
Value$63.3K (-$23.7K)
Filed 2026-10-15
Old Second National Bank of Aurora
UNCHANGED
Shares480 from 480
Change0 (0%)
Value$60.3K (+$3.0K)
Filed 2026-10-22
Fiduciary Advisors, Inc.
UNCHANGED
Shares478 from 478
Change0 (0%)
Value$60.1K (+$3.0K)
Filed 2026-10-16
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares472 from 472
Change0 (0%)
Value$59.3K (+$2.9K)
Filed 2026-10-20
Bell Investment Advisors, Inc
INCREASED
Shares469 from 468
Change+1 (+0%)
Value$58.9K (+$2.9K)
Filed 2026-10-29
EPG Wealth Management LLC
UNCHANGED
Shares464 from 464
Change0 (0%)
Value$58.3K (+$2.9K)
Filed 2026-11-03
Sawyer & Company, Inc
UNCHANGED
Shares464 from 464
Change0 (0%)
Value$58.3K (+$2.9K)
Filed 2026-10-21
Duncker Streett & Co Inc
UNCHANGED
Shares456 from 456
Change0 (0%)
Value$57.3K (+$2.8K)
Filed 2026-10-27
Toth Financial Advisory Corp
INCREASED
Shares440 from 432
Change+8 (+2%)
Value$55.3K (+$3.7K)
Filed 2026-10-08
United Financial Planning Group LLC
UNCHANGED
Shares440 from 440
Change0 (0%)
Value$55.3K (+$2.7K)
Filed 2026-11-04
Princeton Global Asset Management LLC
UNCHANGED
Shares416 from 416
Change0 (0%)
Value$52.3K (+$2.6K)
Filed 2026-10-21
Investment Research & Advisory Group, Inc.
NEW
Shares415
Change+415
Value$52.2K
Filed 2026-10-19
Smallwood Wealth Investment Management, LLC
DECREASED
Shares407 from 459
Change-52 (-11%)
Value$51.1K (-$3.7K)
Filed 2026-10-30
Kentucky Trust Co
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$50.3K (+$2.5K)
Filed 2026-10-15
CrossGen Wealth, LLC
UNCHANGED
Shares392 from 392
Change0 (0%)
Value$49.3K (+$2.4K)
Filed 2026-10-30
Rydar Equities, Inc.
NEW
Shares385
Change+385
Value$49.8K
Filed 2026-10-13
Carolina Wealth Advisors, LLC
DECREASED
Shares378 from 428
Change-50 (-12%)
Value$47.5K (-$3.7K)
Filed 2026-10-23
Winch Advisory Services, LLC
UNCHANGED
Shares375 from 375
Change0 (0%)
Value$47.2K (+$2.4K)
Filed 2026-11-06
Richardson Capital Management LLC
INCREASED
Shares353 from 342
Change+11 (+3%)
Value$44.4K (+$3.5K)
Filed 2026-10-23
Creative Capital Management Investments LLC
UNCHANGED
Shares352 from 352
Change0 (0%)
Value$44.2K (+$2.2K)
Filed 2026-10-28
Rothwell Investment Advisors, LLC
NEW
Shares344
Change+344
Value$43.2K
Filed 2026-11-06
Ascentis Wealth Management, LLC
NEW
Shares338
Change+338
Value$42.5K
Filed 2026-11-03
True Wealth Design, LLC
DECREASED
Shares331 from 416
Change-85 (-20%)
Value$41.6K (-$8.1K)
Filed 2026-10-13
Atwood & Palmer Inc
UNCHANGED
Shares325 from 325
Change0 (0%)
Value$40.8K (+$2.0K)
Filed 2026-10-08
Lynch Investment Planning, LLC
NEW
Shares321
Change+321
Value$40.3K
Filed 2026-10-27
Strategic Advocates LLC
UNCHANGED
Shares321 from 321
Change0 (0%)
Value$40.4K (+$2.0K)
Filed 2026-11-03
Morton Brown Family Wealth, LLC
UNCHANGED
Shares320 from 320
Change0 (0%)
Value$40.2K (+$2.0K)
Filed 2026-10-23
GK Wealth Management LLC
NEW
Shares315
Change+315
Value$39.6K
Filed 2026-10-09
Mosley Wealth Management
INCREASED
Shares305 from 304
Change+1 (+0%)
Value$37.3K (+$902)
Filed 2026-10-16
Beacon Financial Strategies Corp
NEW
Shares300
Change+300
Value$37.7K
Filed 2026-10-14
Financial Network Wealth Advisors LLC
UNCHANGED
Shares296 from 296
Change0 (0%)
Value$37.2K (+$1.8K)
Filed 2026-10-28
WPG Advisers, LLC
UNCHANGED
Shares290 from 290
Change0 (0%)
Value$36.4K (+$1.8K)
Filed 2026-10-27
Phillips Financial Management, LLC
UNCHANGED
Shares288 from 288
Change0 (0%)
Value$36.2K (+$1.8K)
Filed 2026-10-19
Madden Securities Corp
NEW
Shares285
Change+285
Value$35.8K
Filed 2026-10-27
Kingdom Financial Group Llc.
DECREASED
Shares283 from 389
Change-106 (-27%)
Value$35.6K (-$10.9K)
Filed 2026-11-04
Kings Path Partners LLC
UNCHANGED
Shares272 from 272
Change0 (0%)
Value$34.2K (+$1.7K)
Filed 2026-10-21
StrongBox Wealth, LLC
UNCHANGED
Shares256 from 256
Change0 (0%)
Value$32.2K (+$1.6K)
Filed 2026-11-02
Gilpin Wealth Management, LLC
UNCHANGED
Shares232 from 232
Change0 (0%)
Value$29.2K (+$1.4K)
Filed 2026-10-09
Y.D. More Investments Ltd
UNCHANGED
Shares216 from 216
Change0 (0%)
Value$27.1K (+$1.3K)
Filed 2026-11-02
Coston, McIsaac & Partners
UNCHANGED
Shares207 from 207
Change0 (0%)
Value$26.0K (+$26.0K)
Filed 2026-11-06
Chung Wu Investment Group, LLC
NEW
Shares200
Change+200
Value$25.1K
Filed 2026-11-03
Birchwood Financial Partners, Inc.
UNCHANGED
Shares195 from 195
Change0 (0%)
Value$24.5K (+$1.2K)
Filed 2026-11-02
POM Investment Strategies, LLC
NEW
Shares192
Change+192
Value$24.1K
Filed 2026-10-20
Zions Bancorporation, National Association
UNCHANGED
Shares192 from 192
Change0 (0%)
Value$24.1K (+$1.2K)
Filed 2026-11-06
Central Pacific Bank - Trust Division
UNCHANGED
Shares192 from 192
Change0 (0%)
Value$24.1K (+$1.2K)
Filed 2026-10-06
Blume Capital Management, Inc.
UNCHANGED
Shares184 from 184
Change0 (0%)
Value$23.1K (+$1.1K)
Filed 2026-10-26
Rachor Investment Advisory Services, LLC
NEW
Shares179
Change+179
Value$22.5K
Filed 2026-10-29
MTM Investment Management, LLC
UNCHANGED
Shares168 from 168
Change0 (0%)
Value$21.1K (+$1.0K)
Filed 2026-10-30
Gen-Wealth Partners Inc
UNCHANGED
Shares160 from 160
Change0 (0%)
Value$20.1K (+$984)
Filed 2026-11-04
Montgomery Financial Services LLC
UNCHANGED
Shares152 from 152
Change0 (0%)
Value$19.1K (+$935)
Filed 2026-11-03
Maseco LLP
DECREASED
Shares144 from 168
Change-24 (-14%)
Value$18.1K (-$2.0K)
Filed 2026-10-27
Investors Research Corp
DECREASED
Shares120 from 200
Change-80 (-40%)
Value$15.1K (-$8.8K)
Filed 2026-10-07
Turtle Creek Wealth Advisors, LLC
UNCHANGED
Shares120 from 120
Change0 (0%)
Value$15.1K (+$738)
Filed 2026-10-15
TFC Financial Management, Inc.
NEW
Shares107
Change+107
Value$13.4K
Filed 2026-10-26
Tradewinds Capital Management, LLC
NEW
Shares97
Change+97
Value$12.2K
Filed 2026-10-23
Mechanics Financial Corp
UNCHANGED
Shares88 from 88
Change0 (0%)
Value$11.1K (+$541)
Filed 2026-11-05
Hickory Point Bank & Trust
DECREASED
Shares80 from 144
Change-64 (-44%)
Value$10.1K (-$7.2K)
Filed 2026-10-01
Wilkerson Advisory Group LLC
INCREASED
Shares76 from 72
Change+4 (+6%)
Value$9.6K (+$947)
Filed 2026-10-20
Entrust Financial LLC
NEW
Shares75
Change+75
Value$9.4K
Filed 2026-11-04
Cullen T Bankers, Inc.
UNCHANGED
Shares72 from 72
Change0 (0%)
Value$9.0K (+$443)
Filed 2026-10-28
Signature Resources Capital Management, LLC
DECREASED
Shares64 from 120
Change-56 (-47%)
Value$8.0K (-$6.3K)
Filed 2026-10-16
Arcadia Investment Advisors LLC
NEW
Shares42
Change+42
Value$5.3K
Filed 2026-10-13
Clayton Financial Group LLC
NEW
Shares41
Change+41
Value$5.2K
Filed 2026-10-13
Addison Advisors LLC
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$5.0K (+$246)
Filed 2026-11-06
Oakworth Capital, Inc.
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$5.0K (+$338)
Filed 2026-10-26
Sarver Vrooman Wealth Advisors
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$5.0K (+$312)
Filed 2026-10-01
Ashurst Perkins Coie Trust Co
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$4.5K (+$222)
Filed 2026-10-15
Canton Hathaway, LLC
NEW
Shares31
Change+31
Value$3.9K
Filed 2026-10-23
Clean Yield Group
NEW
Shares24
Change+24
Value$3.0K
Filed 2026-10-28
Proathlete Wealth Management LLC
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$3.0K (+$151)
Filed 2026-10-15
Elevated Capital Advisors, LLC
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$2.0K (+$99)
Filed 2026-11-04
Raleigh Capital Management Inc.
NEW
Shares8
Change+8
Value$1.0K
Filed 2026-10-28
Nova Financial LLC
NEW
Shares8
Change+8
Value$1.0K
Filed 2026-11-04
University of Texas S AM Investment Management Co
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$666 (+$33)
Filed 2026-11-03
Sterling Capital Management LLC
DECREASED
Shares3 from 8,123
Change-8,120 (-100%)
Value$377 (-$970.5K)
Filed 2026-10-22
Marks Wealth, LLC
CLOSED
Shares0 from 469,868
Change-469,868 (-100%)
Value$0 (-$56.2M)
Filed 2026-10-30
PCG Asset Management, LLC
CLOSED
Shares0 from 47,404
Change-47,404 (-100%)
Value$0 (-$5.7M)
Filed 2026-11-05
Doliver Advisors, LP
CLOSED
Shares0 from 15,416
Change-15,416 (-100%)
Value$0 (-$1.8M)
Filed 2026-10-01
Imc-Chicago, LLC
CLOSED
Shares0 from 14,732
Change-14,732 (-100%)
Value$0 (-$1.8M)
Filed 2026-11-05
Sentinel Trust Co LBA
CLOSED
Shares0 from 10,104
Change-10,104 (-100%)
Value$0 (-$1.2K)
Filed 2026-11-03
Belvedere Trading LLC
CLOSED
Shares0 from 9,208
Change-9,208 (-100%)
Value$0 (-$1.1M)
Filed 2026-11-05
Wealth Group, Ltd.
CLOSED
Shares0 from 9,077
Change-9,077 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-30
Central Valley Advisors, LLC
CLOSED
Shares0 from 5,090
Change-5,090 (-100%)
Value$0 (-$608.2K)
Filed 2026-10-27
Precedent Wealth Partners, LLC
CLOSED
Shares0 from 4,376
Change-4,376 (-100%)
Value$0 (-$523.0K)
Filed 2026-10-21
Financial & Tax Architects, LLC
CLOSED
Shares0 from 4,104
Change-4,104 (-100%)
Value$0 (-$490.5K)
Filed 2026-10-15
Dmkc Advisory Services, LLC
CLOSED
Shares0 from 3,874
Change-3,874 (-100%)
Value$0 (-$463.1K)
Filed 2026-11-04
ProVise Management Group, LLC
CLOSED
Shares0 from 3,800
Change-3,800 (-100%)
Value$0 (-$454.2K)
Filed 2026-11-06
Howard Financial Services, Ltd.
CLOSED
Shares0 from 3,446
Change-3,446 (-100%)
Value$0 (-$411.9K)
Filed 2026-10-15
Summit Financial Consulting LLC
CLOSED
Shares0 from 3,297
Change-3,297 (-100%)
Value$0 (-$394.1K)
Filed 2026-10-15
Jefferies Financial Group Inc.
CLOSED
Shares0 from 3,015
Change-3,015 (-100%)
Value$0 (-$360.4K)
Filed 2026-11-05
Aafmaa Wealth Management & Trust LLC
CLOSED
Shares0 from 2,904
Change-2,904 (-100%)
Value$0 (-$347.1K)
Filed 2026-10-14
Dana Investment Advisors, Inc.
CLOSED
Shares0 from 2,827
Change-2,827 (-100%)
Value$0 (-$337.9K)
Filed 2026-11-06
Oceanside Advisors LLC
CLOSED
Shares0 from 2,807
Change-2,807 (-100%)
Value$0 (-$335.5K)
Filed 2026-11-03
B.O.S.S. Retirement Advisors, LLC
CLOSED
Shares0 from 2,778
Change-2,778 (-100%)
Value$0 (-$332.0K)
Filed 2026-10-26
Inscription Capital, LLC
CLOSED
Shares0 from 2,759
Change-2,759 (-100%)
Value$0 (-$329.7K)
Filed 2026-11-02
Cowa, LLC
CLOSED
Shares0 from 2,696
Change-2,696 (-100%)
Value$0 (-$322.2K)
Filed 2026-10-30
Pictet Bank & Trust Ltd
CLOSED
Shares0 from 2,592
Change-2,592 (-100%)
Value$0 (-$309.8K)
Filed 2026-10-21
GreatBanc Trust Co
CLOSED
Shares0 from 2,584
Change-2,584 (-100%)
Value$0 (-$308.8K)
Filed 2026-11-04
Harmony Asset Management LLC
CLOSED
Shares0 from 2,475
Change-2,475 (-100%)
Value$0 (-$295.8K)
Filed 2026-10-20
Teamwork Financial Advisors, LLC
CLOSED
Shares0 from 2,160
Change-2,160 (-100%)
Value$0 (-$258.1K)
Filed 2026-10-19
Urban Wealth Management, LLC
CLOSED
Shares0 from 2,104
Change-2,104 (-100%)
Value$0 (-$251.5K)
Filed 2026-10-21
Ethic Inc.
CLOSED
Shares0 from 2,072
Change-2,072 (-100%)
Value$0 (-$247.7K)
Filed 2026-11-03
DLK Investment Management, LLC
CLOSED
Shares0 from 2,030
Change-2,030 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-09
CPR Investments Inc.
CLOSED
Shares0 from 2,024
Change-2,024 (-100%)
Value$0 (-$242.0K)
Filed 2026-10-26
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 1,912
Change-1,912 (-100%)
Value$0 (-$228.5K)
Filed 2026-10-27
Fell Capital Management
CLOSED
Shares0 from 1,888
Change-1,888 (-100%)
Value$0 (-$225.7K)
Filed 2026-10-09
First Financial Bank - Trust Division
CLOSED
Shares0 from 1,808
Change-1,808 (-100%)
Value$0 (-$216.1K)
Filed 2026-10-01
Excalibur Management Corp
CLOSED
Shares0 from 1,776
Change-1,776 (-100%)
Value$0 (-$212.3K)
Filed 2026-11-02
KPP Advisory Services LLC
CLOSED
Shares0 from 1,763
Change-1,763 (-100%)
Value$0 (-$210.7K)
Filed 2026-10-26
Summit Financial Wealth Advisors, LLC
CLOSED
Shares0 from 1,728
Change-1,728 (-100%)
Value$0 (-$206.5K)
Filed 2026-10-15
Momentous Wealth Management, Inc.
CLOSED
Shares0 from 1,720
Change-1,720 (-100%)
Value$0 (-$205.6K)
Filed 2026-10-21
Argyle Capital Partners, LLC
CLOSED
Shares0 from 1,692
Change-1,692 (-100%)
Value$0 (-$202.2K)
Filed 2026-10-23
Coastline Trust Co
CLOSED
Shares0 from 1,232
Change-1,232 (-100%)
Value$0 (-$147.2K)
Filed 2026-10-01
Peterson Wealth Services
CLOSED
Shares0 from 1,080
Change-1,080 (-100%)
Value$0 (-$129.1K)
Filed 2026-10-26
Hilltop National Bank
CLOSED
Shares0 from 888
Change-888 (-100%)
Value$0 (-$106.1K)
Filed 2026-10-14
Robinswood Financial LLC
CLOSED
Shares0 from 880
Change-880 (-100%)
Value$0 (-$105.2K)
Filed 2026-10-20
GFS Advisors, LLC
CLOSED
Shares0 from 808
Change-808 (-100%)
Value$0 (-$270.2K)
Filed 2026-11-03
Boyd Watterson Asset Management LLC
CLOSED
Shares0 from 568
Change-568 (-100%)
Value$0 (-$67.9K)
Filed 2026-11-06
BankPlus Trust Department
CLOSED
Shares0 from 560
Change-560 (-100%)
Value$0 (-$66.9K)
Filed 2026-11-06
First Command Advisory Services, Inc.
CLOSED
Shares0 from 328
Change-328 (-100%)
Value$0 (-$39.2K)
Filed 2026-11-05
Wealth Enhancement Trust Services, Inc.
CLOSED
Shares0 from 304
Change-304 (-100%)
Value$0 (-$36.3K)
Filed 2026-10-07
Brooklyn FI, LLC
CLOSED
Shares0 from 296
Change-296 (-100%)
Value$0 (-$34.2K)
Filed 2026-11-05
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 233
Change-233 (-100%)
Value$0 (-$27.9K)
Filed 2026-10-14
Founders Capital Management
CLOSED
Shares0 from 216
Change-216 (-100%)
Value$0 (-$25.8K)
Filed 2026-10-13
LifeSteps Financial, Inc.
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$23.9K)
Filed 2026-10-15
Bangor Savings Bank
CLOSED
Shares0 from 184
Change-184 (-100%)
Value$0 (-$22.0K)
Filed 2026-10-06
Midwest Capital Advisors, LLC
CLOSED
Shares0 from 104
Change-104 (-100%)
Value$0 (-$12.4K)
Filed 2026-11-04
Cornerstone Planning Group LLC
CLOSED
Shares0 from 104
Change-104 (-100%)
Value$0 (-$12.0K)
Filed 2026-10-16
Arvest Investments, Inc.
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-10-21
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$7.8M (+$1.2M)
Filed 2026-10-29
Bank of America Corp
N/A
Shares— from 115,992,557
Change-115,992,557 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 46,534,933
Change-46,534,933 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 17,388,472
Change-17,388,472 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 12,326,837
Change-12,326,837 (-100%)
Value—
UBS Group AG
N/A
Shares— from 11,841,166
Change-11,841,166 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 6,813,664
Change-6,813,664 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 6,683,406
Change-6,683,406 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 6,003,836
Change-6,003,836 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 5,070,432
Change-5,070,432 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 4,852,350
Change-4,852,350 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 4,731,562
Change-4,731,562 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 3,651,091
Change-3,651,091 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 3,330,327
Change-3,330,327 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 3,247,737
Change-3,247,737 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 2,787,472
Change-2,787,472 (-100%)
Value—
Copos Capital B.V.
N/A
Shares— from 2,668,098
Change-2,668,098 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 2,376,374
Change-2,376,374 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 2,335,977
Change-2,335,977 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,190,521
Change-2,190,521 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 2,082,247
Change-2,082,247 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 2,005,312
Change-2,005,312 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 1,646,288
Change-1,646,288 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 1,637,816
Change-1,637,816 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 1,382,213
Change-1,382,213 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 1,174,833
Change-1,174,833 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 1,034,424
Change-1,034,424 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 957,077
Change-957,077 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 934,244
Change-934,244 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 870,044
Change-870,044 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 743,368
Change-743,368 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 728,486
Change-728,486 (-100%)
Value—
FMR LLC
N/A
Shares— from 679,952
Change-679,952 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 676,214
Change-676,214 (-100%)
Value—
Systematic Alpha Investments, LLC
N/A
Shares— from 658,400
Change-658,400 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 651,104
Change-651,104 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 646,089
Change-646,089 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 644,542
Change-644,542 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 574,522
Change-574,522 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 571,960
Change-571,960 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 492,797
Change-492,797 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 483,603
Change-483,603 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 481,712
Change-481,712 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 481,000
Change-481,000 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 424,608
Change-424,608 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 410,374
Change-410,374 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 404,951
Change-404,951 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 387,549
Change-387,549 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 387,394
Change-387,394 (-100%)
Value—
&partners
N/A
Shares— from 368,011
Change-368,011 (-100%)
Value—
Clal Insurance Enterprises Holdings Ltd
N/A
Shares— from 359,136
Change-359,136 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 356,204
Change-356,204 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 349,907
Change-349,907 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 343,949
Change-343,949 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 343,516
Change-343,516 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 339,197
Change-339,197 (-100%)
Value—
FIL Ltd
N/A
Shares— from 307,314
Change-307,314 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 302,309
Change-302,309 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 294,221
Change-294,221 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 284,640
Change-284,640 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 276,052
Change-276,052 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 270,953
Change-270,953 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 261,190
Change-261,190 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 260,456
Change-260,456 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 256,515
Change-256,515 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 255,848
Change-255,848 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 241,401
Change-241,401 (-100%)
Value—
Kinloch Capital, LLC
N/A
Shares— from 236,514
Change-236,514 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 236,352
Change-236,352 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 234,464
Change-234,464 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 226,742
Change-226,742 (-100%)
Value—
Welch Capital Partners LLC
N/A
Shares— from 218,480
Change-218,480 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 213,636
Change-213,636 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 213,443
Change-213,443 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 212,382
Change-212,382 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 206,955
Change-206,955 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 203,386
Change-203,386 (-100%)
Value—
Colter Lewis Investment Partners LLC
N/A
Shares— from 203,251
Change-203,251 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 198,798
Change-198,798 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 197,243
Change-197,243 (-100%)
Value—
Main Management LLC
N/A
Shares— from 195,191
Change-195,191 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 194,680
Change-194,680 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 193,280
Change-193,280 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 191,433
Change-191,433 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 183,754
Change-183,754 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 179,282
Change-179,282 (-100%)
Value—
FCA Corp
N/A
Shares— from 171,896
Change-171,896 (-100%)
Value—
Madden Advisory Services, Inc.
N/A
Shares— from 169,988
Change-169,988 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 168,022
Change-168,022 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 167,193
Change-167,193 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 165,024
Change-165,024 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 164,416
Change-164,416 (-100%)
Value—
Karpus Management, Inc.
N/A
Shares— from 161,378
Change-161,378 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 153,785
Change-153,785 (-100%)
Value—
Wall Street Financial Group, Inc.
N/A
Shares— from 151,829
Change-151,829 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 151,059
Change-151,059 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 150,205
Change-150,205 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 147,000
Change-147,000 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 145,966
Change-145,966 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 139,555
Change-139,555 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 133,586
Change-133,586 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 133,308
Change-133,308 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 125,375
Change-125,375 (-100%)
Value—
Blair William & Co
N/A
Shares— from 125,123
Change-125,123 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 124,990
Change-124,990 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 123,361
Change-123,361 (-100%)
Value—
New Insight Wealth Advisors
N/A
Shares— from 122,345
Change-122,345 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 119,879
Change-119,879 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 116,495
Change-116,495 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 114,957
Change-114,957 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 114,850
Change-114,850 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 113,963
Change-113,963 (-100%)
Value—
Alexander Labrunerie & Co., Inc.
N/A
Shares— from 111,148
Change-111,148 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 109,110
Change-109,110 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 108,890
Change-108,890 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 107,159
Change-107,159 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 106,610
Change-106,610 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 106,026
Change-106,026 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 104,651
Change-104,651 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 104,042
Change-104,042 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 102,858
Change-102,858 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 102,695
Change-102,695 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 102,247
Change-102,247 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 101,885
Change-101,885 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 100,115
Change-100,115 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 99,992
Change-99,992 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 94,321
Change-94,321 (-100%)
Value—
Bravias Capital Group, LLC
N/A
Shares— from 93,648
Change-93,648 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 92,874
Change-92,874 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 91,364
Change-91,364 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 90,531
Change-90,531 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 89,157
Change-89,157 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 88,809
Change-88,809 (-100%)
Value—
Advisors Preferred, LLC
N/A
Shares— from 88,342
Change-88,342 (-100%)
Value—
Dougherty & Associates, LLC
N/A
Shares— from 83,721
Change-83,721 (-100%)
Value—
FPC Investment Advisory, Inc.
N/A
Shares— from 82,652
Change-82,652 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 82,634
Change-82,634 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 80,726
Change-80,726 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 79,859
Change-79,859 (-100%)
Value—
Commerce Bank
N/A
Shares— from 78,776
Change-78,776 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 77,037
Change-77,037 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 74,466
Change-74,466 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 74,342
Change-74,342 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 74,237
Change-74,237 (-100%)
Value—
Goepper Burkhardt LLC
N/A
Shares— from 73,880
Change-73,880 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 71,853
Change-71,853 (-100%)
Value—
Ridge Creek Global, Inc
N/A
Shares— from 71,453
Change-71,453 (-100%)
Value—
Wulff, Hansen & Co.
N/A
Shares— from 69,347
Change-69,347 (-100%)
Value—
Atlantic Family Wealth, LLC
N/A
Shares— from 69,066
Change-69,066 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 68,837
Change-68,837 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 68,347
Change-68,347 (-100%)
Value—
Argo Wealth Advisory, LLC
N/A
Shares— from 66,813
Change-66,813 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 66,791
Change-66,791 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 66,744
Change-66,744 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 66,667
Change-66,667 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 66,649
Change-66,649 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 66,507
Change-66,507 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 65,928
Change-65,928 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 65,861
Change-65,861 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 65,722
Change-65,722 (-100%)
Value—
Sheridan Capital Management, LLC
N/A
Shares— from 65,475
Change-65,475 (-100%)
Value—
Trinity Legacy Partners, LLC
N/A
Shares— from 65,097
Change-65,097 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 64,502
Change-64,502 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 63,908
Change-63,908 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 63,478
Change-63,478 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 63,210
Change-63,210 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 62,818
Change-62,818 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 62,704
Change-62,704 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 62,687
Change-62,687 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 62,639
Change-62,639 (-100%)
Value—
Tandem Wealth Advisors LLC
N/A
Shares— from 62,550
Change-62,550 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 61,499
Change-61,499 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 59,883
Change-59,883 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 59,365
Change-59,365 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 57,800
Change-57,800 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 57,229
Change-57,229 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 56,136
Change-56,136 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 55,695
Change-55,695 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 54,732
Change-54,732 (-100%)
Value—
Theory Financial LLC
N/A
Shares— from 53,392
Change-53,392 (-100%)
Value—
Joule Financial, LLC
N/A
Shares— from 53,143
Change-53,143 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 53,087
Change-53,087 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 52,881
Change-52,881 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 52,766
Change-52,766 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 52,732
Change-52,732 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 52,422
Change-52,422 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 52,376
Change-52,376 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 51,957
Change-51,957 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 51,898
Change-51,898 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 51,300
Change-51,300 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 51,190
Change-51,190 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 51,149
Change-51,149 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 51,061
Change-51,061 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 51,058
Change-51,058 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 51,011
Change-51,011 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 50,831
Change-50,831 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 50,821
Change-50,821 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 50,628
Change-50,628 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 49,253
Change-49,253 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 48,737
Change-48,737 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 48,581
Change-48,581 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 48,296
Change-48,296 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 47,865
Change-47,865 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 47,688
Change-47,688 (-100%)
Value—
Stephens Inc
N/A
Shares— from 47,610
Change-47,610 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 46,384
Change-46,384 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 46,309
Change-46,309 (-100%)
Value—
Latko Wealth Management, Ltd.
N/A
Shares— from 45,942
Change-45,942 (-100%)
Value—
PeakShares LLC
N/A
Shares— from 45,916
Change-45,916 (-100%)
Value—
Clifford Group, LLC
N/A
Shares— from 45,472
Change-45,472 (-100%)
Value—
Ciovacco Capital Management LLC
N/A
Shares— from 45,214
Change-45,214 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 44,940
Change-44,940 (-100%)
Value—
Concentrum Wealth Management
N/A
Shares— from 44,722
Change-44,722 (-100%)
Value—
Orographic Financial Advisors, LLC
N/A
Shares— from 44,123
Change-44,123 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 44,066
Change-44,066 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 43,176
Change-43,176 (-100%)
Value—
Simmons Bank
N/A
Shares— from 42,901
Change-42,901 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 42,110
Change-42,110 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 41,627
Change-41,627 (-100%)
Value—
Parker Investment Management, LLC
N/A
Shares— from 40,842
Change-40,842 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 40,611
Change-40,611 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 40,198
Change-40,198 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 40,184
Change-40,184 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 40,122
Change-40,122 (-100%)
Value—
Houlihan Financial Resource Group, Ltd.
N/A
Shares— from 39,746
Change-39,746 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 38,461
Change-38,461 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 38,070
Change-38,070 (-100%)
Value—
St. Nicholas Private Asset Management, Inc
N/A
Shares— from 37,844
Change-37,844 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 37,299
Change-37,299 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 36,304
Change-36,304 (-100%)
Value—
Symphony Financial Services, Inc.
N/A
Shares— from 35,680
Change-35,680 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 34,432
Change-34,432 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 34,150
Change-34,150 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 34,142
Change-34,142 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 33,999
Change-33,999 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 33,776
Change-33,776 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 33,440
Change-33,440 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 32,931
Change-32,931 (-100%)
Value—
Richmond Brothers, Inc.
N/A
Shares— from 32,345
Change-32,345 (-100%)
Value—
Synergy Financial Group, LTD
N/A
Shares— from 31,496
Change-31,496 (-100%)
Value—
NWM Advisors, LLC
N/A
Shares— from 31,150
Change-31,150 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 31,118
Change-31,118 (-100%)
Value—
Kirtland Hills Capital Management, LLC
N/A
Shares— from 30,529
Change-30,529 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 29,569
Change-29,569 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 29,497
Change-29,497 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 29,489
Change-29,489 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 29,380
Change-29,380 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 29,314
Change-29,314 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 29,136
Change-29,136 (-100%)
Value—
Tranquilli Financial Advisor LLC
N/A
Shares— from 29,061
Change-29,061 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 27,986
Change-27,986 (-100%)
Value—
Gross & Hartman Investments LLC
N/A
Shares— from 27,463
Change-27,463 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 27,211
Change-27,211 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 26,816
Change-26,816 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 26,738
Change-26,738 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 26,657
Change-26,657 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 26,656
Change-26,656 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 26,364
Change-26,364 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 26,334
Change-26,334 (-100%)
Value—
Snowwater Investment Partners, LLC
N/A
Shares— from 26,122
Change-26,122 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 26,106
Change-26,106 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 25,778
Change-25,778 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 25,640
Change-25,640 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 25,501
Change-25,501 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 25,400
Change-25,400 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 24,560
Change-24,560 (-100%)
Value—
Nwam LLC
N/A
Shares— from 24,526
Change-24,526 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 24,336
Change-24,336 (-100%)
Value—
Hanover Advisors Inc
N/A
Shares— from 23,883
Change-23,883 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 23,702
Change-23,702 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 23,653
Change-23,653 (-100%)
Value—
Betterment LLC
N/A
Shares— from 23,630
Change-23,630 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 23,522
Change-23,522 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 23,483
Change-23,483 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 23,324
Change-23,324 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 23,142
Change-23,142 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 23,113
Change-23,113 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 23,082
Change-23,082 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 22,870
Change-22,870 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 22,689
Change-22,689 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 22,658
Change-22,658 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 22,593
Change-22,593 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 22,368
Change-22,368 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 22,359
Change-22,359 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 22,341
Change-22,341 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 22,263
Change-22,263 (-100%)
Value—
Next Capital Management LLC
N/A
Shares— from 22,184
Change-22,184 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 21,752
Change-21,752 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 21,393
Change-21,393 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 21,041
Change-21,041 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 20,976
Change-20,976 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 20,908
Change-20,908 (-100%)
Value—
Jacobs Equity LLC
N/A
Shares— from 20,487
Change-20,487 (-100%)
Value—
Safe Harbor Family Capital, LLC
N/A
Shares— from 20,485
Change-20,485 (-100%)
Value—
American Trust
N/A
Shares— from 20,313
Change-20,313 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 20,036
Change-20,036 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 19,783
Change-19,783 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 19,696
Change-19,696 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 19,613
Change-19,613 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 19,470
Change-19,470 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 19,287
Change-19,287 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 19,108
Change-19,108 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 19,024
Change-19,024 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 18,916
Change-18,916 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 18,840
Change-18,840 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 18,163
Change-18,163 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 17,978
Change-17,978 (-100%)
Value—
Resolute Advisors LLC
N/A
Shares— from 17,749
Change-17,749 (-100%)
Value—
WJ Financial Advisors LLC
N/A
Shares— from 17,670
Change-17,670 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 17,511
Change-17,511 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 17,432
Change-17,432 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 17,296
Change-17,296 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 17,240
Change-17,240 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 17,185
Change-17,185 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 17,153
Change-17,153 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 17,075
Change-17,075 (-100%)
Value—
Orleans Capital Management Corp
N/A
Shares— from 16,984
Change-16,984 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 16,832
Change-16,832 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 16,826
Change-16,826 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 16,245
Change-16,245 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 16,224
Change-16,224 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 16,131
Change-16,131 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 16,054
Change-16,054 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 16,054
Change-16,054 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 15,941
Change-15,941 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 15,757
Change-15,757 (-100%)
Value—
Private Wealth Advisors, LLC
N/A
Shares— from 15,729
Change-15,729 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 15,648
Change-15,648 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 15,637
Change-15,637 (-100%)
Value—
Hershey Financial Advisers, LLC
N/A
Shares— from 15,599
Change-15,599 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 15,581
Change-15,581 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 15,544
Change-15,544 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 15,493
Change-15,493 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 15,429
Change-15,429 (-100%)
Value—
Riverpoint Wealth Management Holdings, LLC
N/A
Shares— from 15,365
Change-15,365 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 15,252
Change-15,252 (-100%)
Value—
Christine Messmer PC
N/A
Shares— from 15,149
Change-15,149 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 15,142
Change-15,142 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 14,893
Change-14,893 (-100%)
Value—
TAGStone Capital, Inc.
N/A
Shares— from 14,804
Change-14,804 (-100%)
Value—
Conservest Capital Advisors, Inc.
N/A
Shares— from 14,782
Change-14,782 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 14,580
Change-14,580 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 14,264
Change-14,264 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 14,176
Change-14,176 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 13,979
Change-13,979 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 13,939
Change-13,939 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 13,880
Change-13,880 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 13,753
Change-13,753 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 13,704
Change-13,704 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 13,448
Change-13,448 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 13,424
Change-13,424 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 13,292
Change-13,292 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 13,253
Change-13,253 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 13,152
Change-13,152 (-100%)
Value—
Applied Capital LLC
N/A
Shares— from 12,986
Change-12,986 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 12,894
Change-12,894 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 12,768
Change-12,768 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 12,644
Change-12,644 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 12,551
Change-12,551 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 12,505
Change-12,505 (-100%)
Value—
MOR Wealth Management, LLC
N/A
Shares— from 12,487
Change-12,487 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 12,477
Change-12,477 (-100%)
Value—
Moment Partners, LLC
N/A
Shares— from 12,440
Change-12,440 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 12,343
Change-12,343 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 12,248
Change-12,248 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 12,160
Change-12,160 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 12,022
Change-12,022 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 11,855
Change-11,855 (-100%)
Value—
Kropog Financial Group, LLC
N/A
Shares— from 11,846
Change-11,846 (-100%)
Value—
Chesapeake Wealth Management
N/A
Shares— from 11,830
Change-11,830 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 11,678
Change-11,678 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 11,544
Change-11,544 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 11,536
Change-11,536 (-100%)
Value—
Trivant Custom Portfolio Group, LLC
N/A
Shares— from 11,482
Change-11,482 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 11,438
Change-11,438 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 11,102
Change-11,102 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 11,100
Change-11,100 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 11,059
Change-11,059 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 11,043
Change-11,043 (-100%)
Value—
Wilson & Boucher Capital Management, LLC
N/A
Shares— from 11,000
Change-11,000 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 10,911
Change-10,911 (-100%)
Value—
Clare Market Investments LLC
N/A
Shares— from 10,761
Change-10,761 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 10,487
Change-10,487 (-100%)
Value—
Chokshi & Queen Wealth Advisors, Inc
N/A
Shares— from 10,428
Change-10,428 (-100%)
Value—
Mosaic Advisors LLC
N/A
Shares— from 10,424
Change-10,424 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 10,406
Change-10,406 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 10,391
Change-10,391 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 10,214
Change-10,214 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 10,197
Change-10,197 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 10,136
Change-10,136 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 10,123
Change-10,123 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 10,116
Change-10,116 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 10,093
Change-10,093 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 10,092
Change-10,092 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 10,040
Change-10,040 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 10,008
Change-10,008 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 10,002
Change-10,002 (-100%)
Value—
Midwestern Financial, LLC
N/A
Shares— from 9,861
Change-9,861 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 9,801
Change-9,801 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 9,778
Change-9,778 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 9,754
Change-9,754 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 9,697
Change-9,697 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 9,616
Change-9,616 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 9,415
Change-9,415 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 9,218
Change-9,218 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 9,148
Change-9,148 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 9,054
Change-9,054 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 9,043
Change-9,043 (-100%)
Value—
Alpha Financial Partners LLC
N/A
Shares— from 8,867
Change-8,867 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 8,776
Change-8,776 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 8,715
Change-8,715 (-100%)
Value—
Claret Asset Management Corp
N/A
Shares— from 8,704
Change-8,704 (-100%)
Value—
Vickerman Investment Advisors, Inc.
N/A
Shares— from 8,592
Change-8,592 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 8,467
Change-8,467 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 8,452
Change-8,452 (-100%)
Value—
Sunflower Bank, N.A.
N/A
Shares— from 8,383
Change-8,383 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 8,359
Change-8,359 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 8,336
Change-8,336 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 8,276
Change-8,276 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 8,172
Change-8,172 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 8,128
Change-8,128 (-100%)
Value—
Bawa N Mallick Trust
N/A
Shares— from 8,080
Change-8,080 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 8,040
Change-8,040 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 8,033
Change-8,033 (-100%)
Value—
Orcam Financial Group
N/A
Shares— from 8,007
Change-8,007 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 7,993
Change-7,993 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 7,943
Change-7,943 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 7,904
Change-7,904 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 7,902
Change-7,902 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 7,881
Change-7,881 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 7,697
Change-7,697 (-100%)
Value—
Charter Research & Investment Group, Inc.
N/A
Shares— from 7,600
Change-7,600 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 7,563
Change-7,563 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 7,512
Change-7,512 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 7,479
Change-7,479 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 7,429
Change-7,429 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 7,421
Change-7,421 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 7,350
Change-7,350 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 7,342
Change-7,342 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 7,322
Change-7,322 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 7,309
Change-7,309 (-100%)
Value—
Warner Group LLC
N/A
Shares— from 7,248
Change-7,248 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 7,224
Change-7,224 (-100%)
Value—
Kane Investment Management, Inc.
N/A
Shares— from 7,217
Change-7,217 (-100%)
Value—
Planning Directions Inc
N/A
Shares— from 7,208
Change-7,208 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 7,176
Change-7,176 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 7,140
Change-7,140 (-100%)
Value—
Riverview Capital Advisers, LLC
N/A
Shares— from 7,097
Change-7,097 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 7,088
Change-7,088 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 6,960
Change-6,960 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 6,890
Change-6,890 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 6,869
Change-6,869 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 6,866
Change-6,866 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 6,864
Change-6,864 (-100%)
Value—
Monograph Wealth Advisors, LLC
N/A
Shares— from 6,856
Change-6,856 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 6,855
Change-6,855 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 6,808
Change-6,808 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 6,792
Change-6,792 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 6,772
Change-6,772 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 6,757
Change-6,757 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 6,719
Change-6,719 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 6,646
Change-6,646 (-100%)
Value—
Schrum Private Wealth Management LLC
N/A
Shares— from 6,639
Change-6,639 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 6,632
Change-6,632 (-100%)
Value—
Henrickson Nauta Wealth Advisors, Inc.
N/A
Shares— from 6,613
Change-6,613 (-100%)
Value—
State Street Corp
N/A
Shares— from 6,587
Change-6,587 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 6,565
Change-6,565 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 6,499
Change-6,499 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 6,451
Change-6,451 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 6,415
Change-6,415 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 6,377
Change-6,377 (-100%)
Value—
Mokan Wealth Management Inc.
N/A
Shares— from 6,360
Change-6,360 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 6,346
Change-6,346 (-100%)
Value—
Slagle Financial, LLC
N/A
Shares— from 6,299
Change-6,299 (-100%)
Value—
Meridian Wealth Partners, LLC
N/A
Shares— from 6,296
Change-6,296 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 6,286
Change-6,286 (-100%)
Value—
Beckerman Institutional, LLC
N/A
Shares— from 6,178
Change-6,178 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 6,083
Change-6,083 (-100%)
Value—
Legacy Wealth Advisors, LLC
N/A
Shares— from 6,048
Change-6,048 (-100%)
Value—
Hamilton Wealth, LLC
N/A
Shares— from 6,037
Change-6,037 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 6,022
Change-6,022 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 5,986
Change-5,986 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 5,975
Change-5,975 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 5,969
Change-5,969 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 5,958
Change-5,958 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 5,920
Change-5,920 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 5,912
Change-5,912 (-100%)
Value—
Bank of Marin
N/A
Shares— from 5,904
Change-5,904 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 5,837
Change-5,837 (-100%)
Value—
Fischer Investment Strategies, LLC
N/A
Shares— from 5,826
Change-5,826 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 5,816
Change-5,816 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 5,802
Change-5,802 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 5,768
Change-5,768 (-100%)
Value—
Francis Financial, Inc.
N/A
Shares— from 5,751
Change-5,751 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 5,740
Change-5,740 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 5,716
Change-5,716 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 5,714
Change-5,714 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 5,714
Change-5,714 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 5,699
Change-5,699 (-100%)
Value—
Alpine Woods Capital Investors, LLC
N/A
Shares— from 5,680
Change-5,680 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 5,666
Change-5,666 (-100%)
Value—
Golden Road Advisors LLC
N/A
Shares— from 5,665
Change-5,665 (-100%)
Value—
Banco BTG Pactual S.A.
N/A
Shares— from 5,653
Change-5,653 (-100%)
Value—
Maimon Wealth Management Ltd.
N/A
Shares— from 5,600
Change-5,600 (-100%)
Value—
Triton Financial Group Inc
N/A
Shares— from 5,600
Change-5,600 (-100%)
Value—
Paragon Financial Partners, Inc.
N/A
Shares— from 5,597
Change-5,597 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 5,597
Change-5,597 (-100%)
Value—
Chaney Capital Management, Inc.
N/A
Shares— from 5,395
Change-5,395 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 5,394
Change-5,394 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 5,184
Change-5,184 (-100%)
Value—
Payne Capital Management, LLC
N/A
Shares— from 5,104
Change-5,104 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 5,033
Change-5,033 (-100%)
Value—
Arcus Capital Partners, LLC
N/A
Shares— from 5,016
Change-5,016 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 5,012
Change-5,012 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 4,960
Change-4,960 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 4,920
Change-4,920 (-100%)
Value—
Legacy Capital Wealth Management, LLC
N/A
Shares— from 4,864
Change-4,864 (-100%)
Value—
360 Financial, Inc.
N/A
Shares— from 4,851
Change-4,851 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 4,843
Change-4,843 (-100%)
Value—
EWA, LLC
N/A
Shares— from 4,797
Change-4,797 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 4,764
Change-4,764 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 4,739
Change-4,739 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 4,715
Change-4,715 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 4,710
Change-4,710 (-100%)
Value—
Cura Wealth Advisors, LLC
N/A
Shares— from 4,704
Change-4,704 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 4,693
Change-4,693 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 4,689
Change-4,689 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 4,671
Change-4,671 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 4,657
Change-4,657 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 4,632
Change-4,632 (-100%)
Value—
Signet Private Wealth LLC
N/A
Shares— from 4,613
Change-4,613 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 4,589
Change-4,589 (-100%)
Value—
Invst, LLC
N/A
Shares— from 4,589
Change-4,589 (-100%)
Value—
DF Dent & Co Inc
N/A
Shares— from 4,576
Change-4,576 (-100%)
Value—
RPg Family Wealth Advisory, LLC
N/A
Shares— from 4,560
Change-4,560 (-100%)
Value—
Compass Advisory Group LLC
N/A
Shares— from 4,547
Change-4,547 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 4,536
Change-4,536 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 4,519
Change-4,519 (-100%)
Value—
Sykon Capital LLC
N/A
Shares— from 4,480
Change-4,480 (-100%)
Value—
Permanent Capital Management, LP
N/A
Shares— from 4,458
Change-4,458 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 4,360
Change-4,360 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 4,352
Change-4,352 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 4,312
Change-4,312 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 4,304
Change-4,304 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 4,273
Change-4,273 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 4,272
Change-4,272 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 4,271
Change-4,271 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 4,259
Change-4,259 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 4,256
Change-4,256 (-100%)
Value—
Balanced Wealth Group LLC
N/A
Shares— from 4,245
Change-4,245 (-100%)
Value—
Financial Plan, Inc.
N/A
Shares— from 4,224
Change-4,224 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 4,223
Change-4,223 (-100%)
Value—
Pursue Wealth Partners LLC
N/A
Shares— from 4,169
Change-4,169 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 4,129
Change-4,129 (-100%)
Value—
URS Advisory LLC
N/A
Shares— from 4,102
Change-4,102 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 4,083
Change-4,083 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 4,069
Change-4,069 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 4,056
Change-4,056 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Campbell Capital Management Inc
N/A
Shares— from 3,992
Change-3,992 (-100%)
Value—
KEB Asset Management, LLC
N/A
Shares— from 3,988
Change-3,988 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 3,959
Change-3,959 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 3,952
Change-3,952 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 3,933
Change-3,933 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 3,816
Change-3,816 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 3,812
Change-3,812 (-100%)
Value—
Exit Wealth Advisors, Llc.
N/A
Shares— from 3,795
Change-3,795 (-100%)
Value—
Everest Private Wealth
N/A
Shares— from 3,776
Change-3,776 (-100%)
Value—
ATLas Financial Planning LLC
N/A
Shares— from 3,776
Change-3,776 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 3,720
Change-3,720 (-100%)
Value—
Allium Financial Advisors, LLC
N/A
Shares— from 3,696
Change-3,696 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 3,688
Change-3,688 (-100%)
Value—
Valtrion Capital Management, LLC
N/A
Shares— from 3,665
Change-3,665 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 3,658
Change-3,658 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 3,651
Change-3,651 (-100%)
Value—
Panoramic Capital Partners, LLC
N/A
Shares— from 3,648
Change-3,648 (-100%)
Value—
GatePass Capital, LLC
N/A
Shares— from 3,631
Change-3,631 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 3,625
Change-3,625 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 3,616
Change-3,616 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 3,604
Change-3,604 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 3,600
Change-3,600 (-100%)
Value—
Resolute Capital, LLC
N/A
Shares— from 3,596
Change-3,596 (-100%)
Value—
MWA Asset Management
N/A
Shares— from 3,553
Change-3,553 (-100%)
Value—
Cornerstone Financial Group, LLC
N/A
Shares— from 3,544
Change-3,544 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 3,536
Change-3,536 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 3,496
Change-3,496 (-100%)
Value—
First National Advisers, LLC
N/A
Shares— from 3,480
Change-3,480 (-100%)
Value—
Ruggiero Investments, Inc.
N/A
Shares— from 3,454
Change-3,454 (-100%)
Value—
Godshalk Welsh Capital Management, Inc.
N/A
Shares— from 3,440
Change-3,440 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 3,392
Change-3,392 (-100%)
Value—
Wimmer Associates 1, LLC
N/A
Shares— from 3,387
Change-3,387 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 3,352
Change-3,352 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 3,340
Change-3,340 (-100%)
Value—
Conscious Wealth Investments, LLC
N/A
Shares— from 3,320
Change-3,320 (-100%)
Value—
Seaside Wealth Management, Inc.
N/A
Shares— from 3,307
Change-3,307 (-100%)
Value—
Wealthspan Partners, LLC
N/A
Shares— from 3,297
Change-3,297 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 3,280
Change-3,280 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 3,265
Change-3,265 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 3,263
Change-3,263 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 3,215
Change-3,215 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 3,201
Change-3,201 (-100%)
Value—
Resources Management Corp
N/A
Shares— from 3,196
Change-3,196 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 3,194
Change-3,194 (-100%)
Value—
Henson-Edgewater Management, LLC
N/A
Shares— from 3,160
Change-3,160 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 3,136
Change-3,136 (-100%)
Value—
Beacon Investment Advisors LLC
N/A
Shares— from 3,115
Change-3,115 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 3,107
Change-3,107 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 3,106
Change-3,106 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 3,079
Change-3,079 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 3,049
Change-3,049 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 3,027
Change-3,027 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 3,026
Change-3,026 (-100%)
Value—
X-Square Capital, LLC
N/A
Shares— from 3,022
Change-3,022 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 3,017
Change-3,017 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 3,016
Change-3,016 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 2,997
Change-2,997 (-100%)
Value—
Battery Global Advisors, LLC
N/A
Shares— from 2,968
Change-2,968 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 2,949
Change-2,949 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 2,904
Change-2,904 (-100%)
Value—
HTG Investment Advisors, Inc.
N/A
Shares— from 2,901
Change-2,901 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 2,882
Change-2,882 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 2,880
Change-2,880 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 2,872
Change-2,872 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 2,872
Change-2,872 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 2,856
Change-2,856 (-100%)
Value—
Emissary Wealth LLC
N/A
Shares— from 2,840
Change-2,840 (-100%)
Value—
Spreng Capital Management, Inc.
N/A
Shares— from 2,827
Change-2,827 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 2,797
Change-2,797 (-100%)
Value—
Denver Wealth Management, Inc.
N/A
Shares— from 2,786
Change-2,786 (-100%)
Value—
Pitti Group Wealth Management, LLC
N/A
Shares— from 2,736
Change-2,736 (-100%)
Value—
EFG International AG
N/A
Shares— from 2,729
Change-2,729 (-100%)
Value—
Trevian Wealth Management LLC
N/A
Shares— from 2,728
Change-2,728 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 2,704
Change-2,704 (-100%)
Value—
Intellus Advisors LLC
N/A
Shares— from 2,696
Change-2,696 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 2,690
Change-2,690 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 2,667
Change-2,667 (-100%)
Value—
Cedar Wealth Management, LLC
N/A
Shares— from 2,664
Change-2,664 (-100%)
Value—
McGowan Group Asset Management, Inc.
N/A
Shares— from 2,658
Change-2,658 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 2,648
Change-2,648 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 2,647
Change-2,647 (-100%)
Value—
Resolute Wealth Strategies, LLC
N/A
Shares— from 2,638
Change-2,638 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 2,624
Change-2,624 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 2,620
Change-2,620 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 2,617
Change-2,617 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 2,584
Change-2,584 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 2,560
Change-2,560 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 2,527
Change-2,527 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 2,525
Change-2,525 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 2,504
Change-2,504 (-100%)
Value—
Ally Invest Advisors Inc.
N/A
Shares— from 2,497
Change-2,497 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 2,471
Change-2,471 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 2,469
Change-2,469 (-100%)
Value—
Cedarwood Wealth LLC
N/A
Shares— from 2,454
Change-2,454 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 2,449
Change-2,449 (-100%)
Value—
Unconventional Investor, LLC
N/A
Shares— from 2,446
Change-2,446 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 2,434
Change-2,434 (-100%)
Value—
HFG Advisors, Inc.
N/A
Shares— from 2,432
Change-2,432 (-100%)
Value—
Callahan Advisors, LLC
N/A
Shares— from 2,432
Change-2,432 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 2,432
Change-2,432 (-100%)
Value—
Ranch Capital Advisors Inc.
N/A
Shares— from 2,427
Change-2,427 (-100%)
Value—
Consilio Wealth Advisors, LLC
N/A
Shares— from 2,421
Change-2,421 (-100%)
Value—
Pincus Capital Management, LP
N/A
Shares— from 2,400
Change-2,400 (-100%)
Value—
Blue Edge Capital, LLC
N/A
Shares— from 2,400
Change-2,400 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 2,400
Change-2,400 (-100%)
Value—
Motco
N/A
Shares— from 2,392
Change-2,392 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 2,392
Change-2,392 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 2,378
Change-2,378 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 2,378
Change-2,378 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 2,360
Change-2,360 (-100%)
Value—
Cornerstone Capital, Inc.
N/A
Shares— from 2,360
Change-2,360 (-100%)
Value—
Nelson Capital Management, LLC
N/A
Shares— from 2,357
Change-2,357 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 2,320
Change-2,320 (-100%)
Value—
Bank Hapoalim BM
N/A
Shares— from 2,304
Change-2,304 (-100%)
Value—
Greenline Wealth Management LLC
N/A
Shares— from 2,284
Change-2,284 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 2,275
Change-2,275 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 2,273
Change-2,273 (-100%)
Value—
Trillium Asset Management, LLC
N/A
Shares— from 2,248
Change-2,248 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 2,245
Change-2,245 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 2,234
Change-2,234 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 2,218
Change-2,218 (-100%)
Value—
ArborFi Advisors, LLC
N/A
Shares— from 2,192
Change-2,192 (-100%)
Value—
Indie Asset Partners, LLC
N/A
Shares— from 2,176
Change-2,176 (-100%)
Value—
Bellars Harris Wealth Management, LLC
N/A
Shares— from 2,168
Change-2,168 (-100%)
Value—
Readystate Asset Management LP
N/A
Shares— from 2,144
Change-2,144 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 2,144
Change-2,144 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 2,134
Change-2,134 (-100%)
Value—
McLaughlin Asset Management, Inc.
N/A
Shares— from 2,128
Change-2,128 (-100%)
Value—
New England Asset Management Inc
N/A
Shares— from 2,120
Change-2,120 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 2,112
Change-2,112 (-100%)
Value—
Vines Capital Management, LLC
N/A
Shares— from 2,099
Change-2,099 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 2,086
Change-2,086 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 2,072
Change-2,072 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 2,066
Change-2,066 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 2,047
Change-2,047 (-100%)
Value—
Ark Wealth Advisors LLC
N/A
Shares— from 2,040
Change-2,040 (-100%)
Value—
Taylor Hoffman Capital Management LLC
N/A
Shares— from 2,024
Change-2,024 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 2,010
Change-2,010 (-100%)
Value—
Cornerstone Select Advisors, LLC
N/A
Shares— from 2,008
Change-2,008 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Members Trust Co
N/A
Shares— from 1,968
Change-1,968 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 1,932
Change-1,932 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 1,912
Change-1,912 (-100%)
Value—
Strategic Financial Partners, Ltd.
N/A
Shares— from 1,908
Change-1,908 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 1,896
Change-1,896 (-100%)
Value—
Plum Street Advisors, LLC
N/A
Shares— from 1,896
Change-1,896 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 1,888
Change-1,888 (-100%)
Value—
Northstar Asset Management Inc
N/A
Shares— from 1,880
Change-1,880 (-100%)
Value—
Custos Family Office, LLC
N/A
Shares— from 1,874
Change-1,874 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 1,872
Change-1,872 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 1,869
Change-1,869 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 1,856
Change-1,856 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 1,848
Change-1,848 (-100%)
Value—
Clarion Wealth Managment Partners, LLC
N/A
Shares— from 1,848
Change-1,848 (-100%)
Value—
Bellwether Advisors, LLC
N/A
Shares— from 1,848
Change-1,848 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 1,794
Change-1,794 (-100%)
Value—
McGinn Penninger Investment Management, Inc.
N/A
Shares— from 1,776
Change-1,776 (-100%)
Value—
Ames National Corp
N/A
Shares— from 1,776
Change-1,776 (-100%)
Value—
Cadia Private Client LLC
N/A
Shares— from 1,769
Change-1,769 (-100%)
Value—
Cassady Wealth & Retirement Planning, LLC
N/A
Shares— from 1,768
Change-1,768 (-100%)
Value—
Summit Wealth & Retirement Planning, Inc.
N/A
Shares— from 1,755
Change-1,755 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 1,753
Change-1,753 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 1,732
Change-1,732 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 1,720
Change-1,720 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 1,704
Change-1,704 (-100%)
Value—
Tolleson Wealth Management, Inc.
N/A
Shares— from 1,704
Change-1,704 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 1,688
Change-1,688 (-100%)
Value—
Revere Asset Management, Inc
N/A
Shares— from 1,688
Change-1,688 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 1,683
Change-1,683 (-100%)
Value—
Seneca House Advisors
N/A
Shares— from 1,680
Change-1,680 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 1,638
Change-1,638 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 1,461
Change-1,461 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 1,424
Change-1,424 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 1,320
Change-1,320 (-100%)
Value—
Passive Capital Management, Llc.
N/A
Shares— from 1,281
Change-1,281 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 1,272
Change-1,272 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 1,248
Change-1,248 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 1,216
Change-1,216 (-100%)
Value—
CNB Bank
N/A
Shares— from 1,184
Change-1,184 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 1,184
Change-1,184 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 1,144
Change-1,144 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 1,120
Change-1,120 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 1,094
Change-1,094 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 1,073
Change-1,073 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,062
Change-1,062 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 1,040
Change-1,040 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 992
Change-992 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 976
Change-976 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 964
Change-964 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 944
Change-944 (-100%)
Value—
NI Acquisitions Company, LLC
N/A
Shares— from 921
Change-921 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 920
Change-920 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 808
Change-808 (-100%)
Value—
Twin Lakes Capital Management, LLC
N/A
Shares— from 801
Change-801 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 736
Change-736 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 728
Change-728 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 717
Change-717 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 712
Change-712 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 640
Change-640 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 600
Change-600 (-100%)
Value—
VAN DEN Berg Management I, Inc
N/A
Shares— from 600
Change-600 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 599
Change-599 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 545
Change-545 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 521
Change-521 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 512
Change-512 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 512
Change-512 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 480
Change-480 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 432
Change-432 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 425
Change-425 (-100%)
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Smithfield Trust Co
N/A
Shares— from 416
Change-416 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 416
Change-416 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 416
Change-416 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 400
Change-400 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 400
Change-400 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 400
Change-400 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 384
Change-384 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 384
Change-384 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 360
Change-360 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 322
Change-322 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 301
Change-301 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 264
Change-264 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 252
Change-252 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 245
Change-245 (-100%)
Value—
Windsor Advisory Group, LLC
N/A
Shares— from 240
Change-240 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 219
Change-219 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 214
Change-214 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 192
Change-192 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 164
Change-164 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 160
Change-160 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 160
Change-160 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 146
Change-146 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 144
Change-144 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 144
Change-144 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 125
Change-125 (-100%)
Value—
Financial Avengers, Inc.
N/A
Shares— from 113
Change-113 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 104
Change-104 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 104
Change-104 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 88
Change-88 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 83
Change-83 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 80
Change-80 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 57
Change-57 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 48
Change-48 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 45
Change-45 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 40
Change-40 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 24
Change-24 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 16
Change-16 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Status
LPL Financial LLC
DECREASED10,312,06410,335,429-23,3650%$1.2B$1.3B+$60.6M2026-11-06
Vantagepoint Investment Advisers LLC
INCREASED3,489,8423,327,214+162,628+5%$397.7M$438.6M+$40.9M2026-10-26
Harel Insurance Investments & Financial Services Ltd.
DECREASED2,415,6222,421,267-5,6450%$289.4M$303.6K-$289.1M2026-11-02
PNC Financial Services Group, Inc.
DECREASED2,294,7462,338,976-44,230-2%$279.6M$288.4M+$8.8M2026-11-06
Timothy G. Youngquist 2020 Irrevocable Trust
INCREASED2,187,3202,172,703+14,617+1%$259.7M$274.9M+$15.2M2026-10-13
Lido Advisors, LLC
INCREASED1,799,1291,746,873+52,256+3%$208.8M$226.1M+$17.3M2026-11-04
Russell Investments Group, Ltd.
DECREASED1,712,2231,791,427-79,204-4%$214.1M$215.2M+$1.1M2026-11-06
Commonwealth Equity Services, LLC
DECREASED1,493,9081,534,304-40,396-3%$183.4M$187.7M+$4.4M2026-11-02
Compass Financial Group, Inc
INCREASED1,491,3201,389,983+101,337+7%$166.1M$187.4M+$21.3M2026-10-13
Cambridge Investment Research Advisors, Inc.
INCREASED1,461,2651,379,203+82,062+6%$164.8M$183.6K-$164.7M2026-11-02
Taiyo Life Insurance Co
UNCHANGED1,352,0001,352,00000%$161.6M$169.9K-$161.4M2026-10-20
Creative Planning
INCREASED1,330,6091,330,391+218+0%$159.0M$167.2M+$8.2M2026-11-02
Truist Financial Corp
DECREASED1,314,4561,364,127-49,671-4%$163.0M$165.2M+$2.1M2026-10-30
Folger Nolan Fleming Douglas Capital Management, Inc
DECREASED1,292,9141,378,210-85,296-6%$164.7M$162.5M-$2.2M2026-10-13
Assetmark, Inc
INCREASED1,174,1141,095,198+78,916+7%$130.9M$147.6M+$16.7M2026-10-21
Principal Financial Group Inc
NEW1,150,150—+1,150,150——$144.5M—2026-11-02
71 West Capital Partners
DECREASED1,076,7711,085,047-8,276-1%$129.7M$135.3M+$5.6M2026-11-04
Armstrong Advisory Group, Inc
INCREASED1,029,6991,027,235+2,464+0%$122.8M$129.4M+$6.6M2026-10-09
Fifth Third Bancorp
DECREASED913,444969,149-55,705-6%$115.8M$114.8M-$1.0M2026-11-05
Bailard, Inc.
DECREASED877,429912,145-34,716-4%$109.0M$110.3M+$1.2M2026-10-13
Northstar Asset Management Co
DECREASED855,279870,728-15,449-2%$98.7M$104.6M+$5.9M2026-10-22
Kestra Advisory Services, LLC
INCREASED806,163712,922+93,241+13%$85.2M$101.3M+$16.1M2026-11-02
Beacon Capital Management, Inc.
DECREASED799,230849,662-50,432-6%$101.6M$100.4M-$1.1M2026-10-13
Concurrent Investment Advisors, LLC
INCREASED763,152226,984+536,168+236%$27.1M$95.9M+$68.8M2026-10-16
Yarbrough Capital, LLC
UNCHANGED712,463712,46300%$85.2M$89.5M+$4.4M2026-10-19
AGF Management LTD
DECREASED643,969689,855-45,886-7%$82.5M$80.9M-$1.5M2026-11-03
WBH Advisory Inc
DECREASED627,236637,972-10,736-2%$76.3M$78.8M+$2.6M2026-11-05
KCM Investment Advisors LLC
DECREASED617,237617,483-2460%$73.8M$77.6M+$3.8M2026-10-27
Wealth Enhancement Advisory Services, LLC
INCREASED614,272560,526+53,746+10%$56.9M$68.3M+$11.4M2026-10-13
Apollon Wealth Management, LLC
INCREASED582,047580,586+1,461+0%$69.4M$73.1M+$3.8M2026-10-23
Spire Wealth Management
DECREASED555,249575,609-20,360-4%$68.8M$69.8M+$989.1K2026-10-30
AMI Investment Management Inc
DECREASED501,137502,036-8990%$60.0M$63.0M+$3.0M2026-10-27
Fisher Asset Management, LLC
DECREASED485,854498,063-12,209-2%$59.5M$61.1M+$1.5M2026-11-06
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED476,945446,871+30,074+7%$53.4M$59.9M+$6.5M2026-10-28
Trust Co of Oklahoma
DECREASED456,423483,407-26,984-6%$57.8M$57.4M-$418.1K2026-10-15
Pinnacle Associates LTD
DECREASED446,428449,691-3,263-1%$53.7M$56.1M+$2.4M2026-10-20
Park National Corp
DECREASED418,794429,410-10,616-2%$51.3M$52.6M+$1.3M2026-10-05
SBI Securities Co., Ltd.
DECREASED373,706377,925-4,219-1%$45.2M$47.0M+$1.8M2026-10-22
Winthrop Capital Management, LLC
DECREASED349,317365,715-16,398-4%$43.7M$43.9M+$188.6K2026-11-05
MassMutual Private Wealth & Trust, FSB
DECREASED347,000351,436-4,436-1%$42.0M$43.6M+$1.6M2026-10-05
First Merchants Corp
DECREASED319,642331,585-11,943-4%$39.6M$40.2M+$538.4K2026-10-15
Mokosak Advisory Group, LLC
DECREASED319,642322,029-2,387-1%$38.5M$40.2M+$1.7M2026-10-20
Portfolio Strategies, Inc.
DECREASED298,548306,389-7,841-3%$36.6M$37.5M+$898.9K2026-11-06
Wiser Wealth Management, Inc
DECREASED294,326304,688-10,362-3%$36.4M$37.0M+$571.6K2026-10-14
Shah Wealth Advisors, LLC
INCREASED292,512277,415+15,097+5%$33.2M$36.8M+$3.6M2026-11-06
XML Financial, LLC
DECREASED290,885292,783-1,898-1%$35.0M$36.6M+$1.6M2026-10-29
IFP Advisors, Inc
INCREASED287,049275,462+11,587+4%$32.9M$36.1M+$3.2M2026-10-16
Cornerstone Advisory, LLC
INCREASED284,595237,662+46,933+20%$28.4M$35.8M+$7.4M2026-11-06
Barclays PLC
INCREASED269,599134,842+134,757+100%$16.1M$33.9M+$17.8M2026-11-06
Gratus Wealth Advisors, LLC
DECREASED267,718271,486-3,768-1%$32.4M$33.6M+$1.2M2026-10-26
Marotta Asset Management
DECREASED265,444297,077-31,633-11%$34.8M$33.4M-$1.5M2026-10-02
Wealth Group Ltd
DECREASED264,455266,045-1,590-1%$31.8M$33.9M+$2.1M2026-10-07
Enclave Advisors LLC
DECREASED260,147271,246-11,099-4%$32.4M$32.7M+$273.3K2026-10-14
Baker Ellis Asset Management LLC
INCREASED253,539253,459+80+0%$30.3M$31.9M+$1.6M2026-10-14
Capital Advisors Wealth Management, LLC
INCREASED248,225247,167+1,058+0%$29.5M$31.2M+$1.7M2026-10-09
White Lighthouse Investment Management Inc.
DECREASED246,375253,028-6,653-3%$30.2M$31.0M+$720.0K2026-10-21
Barings LLC
DECREASED243,811284,064-40,253-14%$34.0M$30.6M-$3.3M2026-10-22
Markowski Investments
INCREASED241,295240,132+1,163+0%$28.7M$30.3M+$1.6M2026-10-30
J.W. Cole Advisors, Inc.
INCREASED235,376233,082+2,294+1%$27.9M$29.6M+$1.7M2026-11-05
Oppenheimer & Co Inc
INCREASED228,091225,217+2,874+1%$26.9M$28.7M+$1.7M2026-10-26
HB Wealth Management, LLC
DECREASED222,596223,842-1,246-1%$26.8M$28.0M+$1.2M2026-10-23
Citigroup Inc
INCREASED222,323214,615+7,708+4%$25.7M$27.9M+$2.3M2026-11-04
Financial Perspectives, Inc
DECREASED222,054223,584-1,530-1%$26.7M$27.9M+$1.2M2026-11-03
Pioneer Family Office, LLC
INCREASED221,087212,483+8,604+4%$25.4M$27.8M+$2.4M2026-10-30
Perigon Wealth Management, LLC
DECREASED212,505224,450-11,945-5%$26.8M$26.7M-$120.7K2026-10-22
Brandywine OAK Private Wealth LLC
DECREASED210,782210,995-2130%$25.2M$26.5M+$1.3M2026-10-23
Robertson Stephens Wealth Management, LLC
DECREASED206,090217,178-11,088-5%$26.0M$25.9M-$57.8K2026-10-16
Annex Advisory Services, LLC
DECREASED204,008208,680-4,672-2%$24.9M$25.6M+$696.3K2026-10-16
Junk Investment Group, LLC
INCREASED199,997193,838+6,159+3%$23.2M$25.1M+$2.0M2026-10-19
Redstone Wealth Management, LLC
INCREASED198,175193,882+4,293+2%$23.2M$24.9M+$1.7M2026-10-20
Hartford Financial Management Inc.
INCREASED195,376193,254+2,122+1%$23.1M$24.6M+$1.5M2026-10-21
Wheelhouse Advisory Group LLC
INCREASED192,812188,828+3,984+2%$22.6M$24.2M+$1.7M2026-10-20
Kwmg, LLC
INCREASED191,540188,807+2,733+1%$22.6M$24.1M+$1.5M2026-10-07
AlphaCore Capital LLC
DECREASED186,034202,066-16,032-8%$24.2M$23.4M-$772.0K2026-11-04
Curtis Advisory Group, LLC
UNCHANGED184,664184,66400%$22.1M$23.2M+$1.1M2026-10-28
Kestra Private Wealth Services, LLC
DECREASED182,486192,313-9,827-5%$23.0M$22.9M-$52.3K2026-11-06
Foronjy Financial LLC
INCREASED182,228180,863+1,365+1%$21.6M$22.9M+$1.3M2026-10-14
Founders Grove Wealth Partners, LLC
INCREASED181,757179,907+1,850+1%$21.5M$22.8M+$1.3M2026-10-16
Gibraltar Capital Management, Inc.
DECREASED175,640177,612-1,972-1%$21.2M$22.1M+$844.5K2026-10-27
Merit Financial Group, LLC
INCREASED174,516173,991+525+0%$20.8M$21.9M+$1.1M2026-11-06
Farther Finance Advisors, LLC
INCREASED174,513165,459+9,054+5%$19.8M$21.9M+$2.2M2026-10-08
MGO One Seven LLC
DECREASED174,016185,737-11,721-6%$22.2M$21.9M-$330.8K2026-10-28
Atria Investments, Inc
INCREASED172,632171,937+695+0%$20.5M$21.7M+$1.1M2026-10-15
Evergreen Capital Management LLC
DECREASED170,125170,231-1060%$20.3M$21.4M+$1.0M2026-10-23
KTF Investments, LLC
DECREASED168,916180,594-11,678-6%$21.6M$21.2M-$356.9K2026-10-23
Praetorian Wealth Management, Inc.
DECREASED168,782169,610-8280%$20.3M$21.2M+$939.0K2026-10-16
Simon Quick Advisors, LLC
DECREASED165,698197,992-32,294-16%$23.7M$20.8M-$2.8M2026-10-26
Fifth Third Wealth Advisors LLC
DECREASED163,146165,448-2,302-1%$19.8M$20.5M+$728.2K2026-10-22
Parallel Advisors, LLC
INCREASED162,23698,549+63,687+65%$11.8M$20.4M+$8.6M2026-11-03
SteelPeak Wealth, LLC
INCREASED158,86120,394+138,467+679%$2.4M$20.0M+$17.5M2026-10-16
Leeward Financial Partners, LLC
DECREASED158,372159,986-1,614-1%$19.1M$19.9M+$781.0K2026-10-23
Arkansas Financial Group, Inc.
INCREASED155,202155,103+99+0%$18.5M$19.5M+$966.3K2026-10-26
US Bancorp \de\
INCREASED154,817149,229+5,588+4%$17.8M$19.5M+$1.6M2026-11-05
Sage Mountain Advisors LLC
UNCHANGED154,016154,01600%$18.4M$19.4M+$947.2K2026-11-02
Jmac Enterprises LLC
INCREASED153,103152,962+141+0%$18.3M$19.2M+$958.4K2026-10-30
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED152,810130,167+22,643+17%$15.6M$19.2M+$3.6M2026-10-20
CoreCap Advisors, LLC
DECREASED152,404154,381-1,977-1%$18.5M$19.2M+$701.1K2026-10-08
Triangle Securities Wealth Management
DECREASED152,375156,663-4,288-3%$18.7M$19.1M+$424.6K2026-10-14
Chatham Capital Group, Inc.
DECREASED146,972147,008-360%$17.6M$18.5M+$899.6K2026-10-16
True Private Wealth Advisors
INCREASED146,138139,665+6,473+5%$16.7M$18.4M+$1.7M2026-10-19
JBR Co Financial Management Inc
DECREASED144,480147,030-2,550-2%$17.6M$16.9M-$637.1K2026-10-13
Curran Financial Partners, LLC
DECREASED144,385157,913-13,528-9%$18.9M$18.1M-$728.9K2026-11-04
First Financial Corp
DECREASED143,891154,898-11,007-7%$18.5M$18.1M-$430.6K2026-10-13
Certified Advisory Corp
DECREASED139,146145,441-6,295-4%$17.4M$17.5M+$103.3K2026-10-29
Principle Wealth Partners LLC
DECREASED137,547138,294-747-1%$16.5M$17.3M+$756.7K2026-11-02
Thryve Wealth Management LLC
INCREASED135,693118,926+16,767+14%$14.2M$17.1M+$2.8M2026-10-09
Wedmont Private Capital
INCREASED135,352117,506+17,846+15%$13.9M$17.2M+$3.3M2026-10-09
Independent Financial Group, LLC
INCREASED133,809128,008+5,801+5%$15.3M$16.8M+$1.5M2026-10-13
First Premier Bank
DECREASED132,614134,242-1,628-1%$16.0K$16.7K+$6202026-10-13
John Boyer, Inc.
INCREASED132,267130,456+1,811+1%$15.6M$16.6M+$1.0M2026-10-27
BIP Wealth, LLC
DECREASED131,035132,219-1,184-1%$15.8M$16.5M+$664.4K2026-10-22
Hobart Private Capital, LLC
INCREASED129,319129,044+275+0%$15.4M$16.3M+$828.2K2026-10-19
Royal Fund Management, LLC
INCREASED126,910125,058+1,852+1%$14.9M$15.9M+$1.0M2026-10-22
Bokf, NA
DECREASED126,731128,916-2,185-2%$15.4M$15.9M+$518.2K2026-10-27
Kesler, Norman & Wride, LLC
INCREASED125,25986,355+38,904+45%$10.3M$15.7M+$5.4M2026-11-06
B. Riley Wealth Advisors, Inc.
INCREASED125,06425,496+99,568+391%$3.0M$15.7M+$12.7M2026-10-13
D.A. Davidson & Co.
DECREASED122,999123,759-760-1%$14.8M$15.5M+$665.6K2026-10-28
NWF Advisory Services Inc.
DECREASED122,265123,009-744-1%$14.7M$15.4M+$663.0K2026-10-19
Magnolia Wealth Management, LLC
INCREASED121,237120,389+848+1%$14.4M$15.2M+$847.0K2026-10-16
Patton Albertson Miller Group, LLC
DECREASED120,565120,686-1210%$14.4M$15.2M+$727.0K2026-10-26
Titleist Asset Management, LLC
DECREASED119,078130,427-11,349-9%$15.6M$15.0M-$624.1K2026-10-08
Focused Wealth Management, Inc
DECREASED118,352118,825-4730%$14.2M$14.9M+$671.4K2026-10-30
Altura Wealth Advisors Inc.
INCREASED117,778112,944+4,834+4%$13.5M$14.8M+$1.3M2026-10-22
Brookstone Capital Management
DECREASED117,548131,984-14,436-11%$15.8M$14.8M-$1.0M2026-10-22
Fifth Third Securities, Inc.
INCREASED116,810115,548+1,262+1%$13.8M$14.7M+$869.3K2026-10-21
Beacon Capital Management, LLC
DECREASED116,743136,652-19,909-15%$16.3M$14.7M-$1.7M2026-10-23
Strengthening Families & Communities, LLC
DECREASED116,228116,557-3290%$13.9M$14.6M+$675.6K2026-10-21
Olistico Wealth, LLC
DECREASED115,564568,514-452,950-80%$14.1M$14.5M+$403.0K2026-10-05
Diversify Advisory Services, LLC
INCREASED115,383107,116+8,267+8%$12.0M$14.1M+$2.1M2026-10-20
Diversify Wealth Management, LLC
INCREASED115,383107,116+8,267+8%$12.0M$14.1M+$2.1M2026-10-20
Financial Freedom, LLC
DECREASED114,014115,421-1,407-1%$13.8M$14.3M+$533.0K2026-11-06
Quaker Wealth Management, LLC
INCREASED114,012111,949+2,063+2%$13.4M$14.3M+$947.8K2026-10-22
Retirement Planning Group, LLC
INCREASED113,84277,983+35,859+46%$9.3M$14.3M+$5.0M2026-10-19
Naples Global Advisors, LLC
DECREASED112,227112,742-5150%$13.5M$14.1M+$628.6K2026-11-05
Capital Planning LLC
DECREASED111,740114,400-2,660-2%$13.7M$14.0M+$369.3K2026-10-09
MY Wealth Management Inc.
INCREASED111,50685,555+25,951+30%$10.2M$14.0M+$3.8M2026-10-21
Compass Financial Management LLC
INCREASED111,27779,360+31,917+40%$9.5M$14.0M+$4.5M2026-10-30
Penobscot Wealth Management
INCREASED110,719110,659+60+0%$13.2M$13.9M+$688.1K2026-10-21
Wilmington Savings Fund Society, FSB
DECREASED110,475120,683-10,208-8%$14.4M$13.9M-$540.6K2026-10-23
Prospera Financial Services Inc
INCREASED110,250102,093+8,157+8%$12.2M$12.9M+$692.3K2026-11-04
Summitas Investment Management LLC
DECREASED106,331109,709-3,378-3%$13.1M$13.4M+$250.2K2026-10-16
Cornerstone Advisors Asset Management, LLC
DECREASED104,410106,471-2,061-2%$12.7M$13.1M+$395.8K2026-11-06
Laurel OAK Wealth Management, LLC
INCREASED103,428103,220+208+0%$12.3M$13.0M+$661.0K2026-10-19
Sigma Planning Corp
INCREASED103,12393,680+9,443+10%$11.2M$14.5M+$3.3M2026-10-23
Aspiriant, LLC
DECREASED102,679102,831-1520%$12.3M$12.9M+$613.3K2026-10-16
Allworth Financial LP
INCREASED101,17696,606+4,570+5%$11.5M$12.1M+$546.2K2026-11-06
Madrona Financial Services, LLC
NEW100,836—+100,836——$12.7M—2026-10-23
E&G Advisors, LLC
DECREASED98,79999,404-605-1%$11.9M$12.4M+$535.3K2026-10-13
Williams Jones Wealth Management, Llc.
DECREASED97,43198,930-1,499-2%$11.8M$12.2M+$420.0K2026-11-05
Dagco, Inc.
INCREASED96,48994,349+2,140+2%$11.3M$12.1M+$849.2K2026-10-20
Creative Financial Designs Inc
INCREASED96,11395,436+677+1%$11.4M$12.1M+$672.0K2026-11-04
Choreo, LLC
INCREASED95,18478,188+16,996+22%$9.7M$12.4M+$2.6M2026-10-28
Elevation Point Wealth Partners, LLC
INCREASED94,02988,247+5,782+7%$10.5M$11.8M+$1.3M2026-11-05
Bank of New York Mellon Corp
DECREASED93,804108,132-14,328-13%$12.9M$11.8M-$1.1M2026-11-05
Neville Rodie & Shaw Inc
UNCHANGED90,27690,27600%$10.8K$11.3K+$5552026-10-05
Security Financial Services, Inc.
UNCHANGED88,08088,08000%$10.5M$11.1M+$541.7K2026-10-29
Mission Wealth Management, LP
DECREASED84,827115,086-30,259-26%$13.8M$10.7M-$3.1M2026-10-15
TD Private Client Wealth LLC
DECREASED84,771106,448-21,677-20%$12.7M$10.7M-$2.1M2026-10-28
Financial Advisory Partners, LLC
DECREASED80,41680,673-2570%$9.6M$10.1M+$463.8K2026-10-23
Cabot Wealth Management Inc
INCREASED79,51878,766+752+1%$9.4M$10.0M+$578.9K2026-11-05
Joel Isaacson & Co., LLC
INCREASED78,51478,390+124+0%$9.4M$9.9M+$497.6K2026-11-05
S&A Financial Services, Inc.
DECREASED78,18282,055-3,873-5%$9.8M$9.8M+$18.0K2026-11-03
NorthCrest Asset Manangement, LLC
DECREASED77,60679,084-1,478-2%$9.3M$9.9M+$566.4K2026-10-13
Magnus Financial Group LLC
DECREASED77,34577,453-1080%$9.3M$9.7M+$462.8K2026-10-21
Culbertson A N & Co Inc
DECREASED76,45184,082-7,631-9%$10.0M$9.6M-$441.9K2026-10-21
Savant Capital, LLC
DECREASED76,09078,936-2,846-4%$13.5M$9.6M-$4.0M2026-11-06
OpenArc Corporate Advisory, LLC
INCREASED75,87570,075+5,800+8%$8.4M$9.5M+$1.2M2026-10-21
Flagship Private Wealth, LLC
DECREASED75,67179,614-3,943-5%$9.5M$9.5M-$5.9K2026-11-05
Diversified Enterprises, LLC
DECREASED74,80075,080-2800%$9.0M$9.4M+$426.5K2026-10-19
Asset One Wealth Management LLC
INCREASED74,78868,877+5,911+9%$8.0M$9.4M+$1.4M2026-11-02
Advantage Trust Co
DECREASED74,44074,912-472-1%$9.0M$9.4M+$401.4K2026-10-19
Wealthcare Advisory Partners LLC
DECREASED74,11174,308-1970%$8.9M$9.3M+$432.2K2026-10-21
Oak Harvest Investment Services
DECREASED72,62773,505-878-1%$8.8M$9.1M+$341.7K2026-10-20
Go Invest LLC
INCREASED72,35260,130+12,222+20%$7.2M$9.1M+$1.9M2026-10-09
Strategic Blueprint, LLC
INCREASED71,97668,454+3,522+5%$8.2M$9.0M+$863.6K2026-10-22
Sarasin & Partners LLP
INCREASED70,86668,882+1,984+3%$8.2M$8.9M+$673.0K2026-10-13
Bank of New Hampshire
DECREASED70,59471,872-1,278-2%$8.6M$8.9M+$281.4K2026-10-06
Valley National Advisers Inc
DECREASED70,09871,769-1,671-2%$8.6M$8.8M+$231.4K2026-10-23
RCW Management, LLC
DECREASED69,67771,034-1,357-2%$8.5M$8.8M+$266.3K2026-10-30
Modera Wealth Management, LLC
INCREASED69,65064,939+4,711+7%$7.8M$8.8M+$991.4K2026-10-28
PW Nova Financial Services LLC
DECREASED69,37572,438-3,063-4%$8.7M$8.7M+$60.6K2026-10-15
International Assets Investment Management, LLC
INCREASED68,95568,559+396+1%$8.0M$8.8M+$721.0K2026-11-02
Signature Estate & Investment Advisors LLC
INCREASED68,54967,237+1,312+2%$8.0M$8.6M+$578.5K2026-10-13
Raab & Moskowitz Asset Management LLC
DECREASED68,43373,376-4,943-7%$8.8M$8.6M-$169.9K2026-11-02
Greenwood Gearhart LLC
UNCHANGED68,43068,43000%$8.2M$8.6M+$420.8K2026-11-02
SeaCrest Wealth Management, LLC
INCREASED67,82567,386+439+1%$8.1M$8.5M+$469.5K2026-10-21
Prime Capital Investment Advisors, LLC
INCREASED66,59065,470+1,120+2%$7.8M$8.4M+$543.5K2026-10-20
Kingswood Wealth Advisors, LLC
INCREASED65,87665,270+606+1%$7.8M$8.3M+$477.6K2026-10-23
Quadrant Capital Group LLC
DECREASED64,60765,340-733-1%$7.8M$8.2M+$362.0K2026-10-20
Vise Technologies, Inc.
INCREASED64,24242,757+21,485+50%$5.1M$8.1M+$3.0M2026-10-29
Ignite Planners, LLC
INCREASED63,80859,470+4,338+7%$7.1M$8.0M+$910.9K2026-10-14
WMG Financial Advisors, LLC
UNCHANGED63,11863,11800%$7.5M$7.5M$02026-10-28
Avidian Wealth Enterprises, LLC
INCREASED62,60055,457+7,143+13%$6.6M$7.9M+$1.2M2026-10-08
Sound Stewardship, LLC
DECREASED61,47063,518-2,048-3%$7.6M$7.7M+$133.3K2026-10-14
Davenport & Co LLC
INCREASED61,43259,950+1,482+2%$7.2M$7.7M+$555.0K2026-10-14
Waldron Private Wealth LLC
DECREASED61,19161,225-340%$7.3M$7.7M+$372.3K2026-11-02
Mather Group, Llc.
DECREASED60,68665,557-4,871-7%$7.8M$7.6M-$209.0K2026-10-14
Orser Capital Management, LLC
DECREASED60,56160,781-2200%$7.3M$7.6M+$346.2K2026-10-13
Realta Investment Advisors
INCREASED59,72758,525+1,202+2%$7.0M$7.5M+$511.0K2026-10-14
Marion Wealth Management
DECREASED58,99459,151-1570%$7.1M$7.4M+$344.1K2026-10-22
StoneX Group Inc.
INCREASED58,89153,667+5,224+10%$6.4M$7.3M+$928.2K2026-11-03
Bulwark Capital Corp
DECREASED57,89758,384-487-1%$7.0M$7.3M+$297.9K2026-10-13
Avantax Planning Partners, Inc.
INCREASED56,66655,364+1,302+2%$6.6M$7.1M+$504.1K2026-11-03
Manchester Capital Management LLC
DECREASED56,28461,675-5,391-9%$7.4M$7.1M-$298.2K2026-10-22
Fingerlakes Wealth Management, Inc.
DECREASED55,95756,264-307-1%$6.7M$7.0M+$307.5K2026-11-04
Evolution Wealth Advisors, LLC
INCREASED55,55951,267+4,292+8%$6.1M$7.0M+$854.6K2026-11-03
Connecticut Wealth Management, LLC
DECREASED55,17557,026-1,851-3%$6.8M$6.9M+$118.1K2026-10-13
TD Waterhouse Canada Inc.
INCREASED55,10951,495+3,614+7%$6.0M$7.0M+$968.1K2026-10-16
Innovative Wealth Building LLC
DECREASED55,02858,592-3,564-6%$7.0M$6.9M-$87.6K2026-10-14
Acorn Creek Capital LLC
DECREASED53,52254,826-1,304-2%$6.6M$6.7M+$173.3K2026-11-05
Cardinal Point Capital Management ULC
INCREASED53,38452,872+512+1%$6.3M$6.7M+$389.5K2026-10-21
Jm2 Capital Inc.
DECREASED53,20253,233-310%$6.4M$6.7M+$323.5K2026-10-14
Trust Co of Vermont
INCREASED53,01350,314+2,699+5%$6.0M$6.7M+$648.6K2026-10-21
Hennion & Walsh Asset Management, Inc.
INCREASED52,70051,638+1,062+2%$6.2M$6.6M+$451.0K2026-10-13
Clearstead Advisors, LLC
INCREASED52,68136,095+16,586+46%$4.3M$6.6M+$2.3M2026-11-06
Clearstead Trust, LLC
INCREASED52,633544+52,089+9575%$65.0K$6.6M+$6.5M2026-11-06
Index Fund Advisors, Inc.
INCREASED52,26452,262+20%$6.2M$6.6M+$321.8K2026-11-05
Eley Financial Management, Inc
DECREASED52,17653,667-1,491-3%$6.4M$6.6M+$142.7K2026-11-03
Meitav Investment House LTD
DECREASED51,82489,934-38,110-42%$10.7M$6.5M-$4.2M2026-10-28
Stackstone Wealth, LLC
NEW51,813—+51,813——$6.5M—2026-10-19
Busey Bank
INCREASED51,23151,195+36+0%$6.1M$6.4M+$319.4K2026-10-26
Fischer Financial Services, Inc.
DECREASED50,39651,033-637-1%$6.1M$6.3M+$233.8K2026-10-30
Smith Salley Wealth Management
DECREASED50,21550,353-1380%$6.0M$6.3M+$292.3K2026-11-03
Steel Grove Capital Advisors, LLC
INCREASED49,77348,925+848+2%$5.8M$6.3M+$407.5K2026-10-13
MontVue Capital Management, Inc.
UNCHANGED49,28049,28000%$5.9M$6.2M+$303.1K2026-10-19
Sun Group Wealth Partners
DECREASED49,24049,984-744-1%$6.0M$6.2M+$213.8K2026-10-26
Central Trust Co
DECREASED49,08451,532-2,448-5%$6.2M$6.2M+$9.3K2026-11-05
Park Avenue Securities LLC
DECREASED48,28349,937-1,654-3%$6.0M$6.1K-$6.0M2026-10-26
Tandem Investment Partners LLC
DECREASED48,19048,735-545-1%$5.8M$6.1M+$231.2K2026-10-16
Ballast, Inc.
DECREASED47,53650,009-2,473-5%$6.0M$6.0M-$3.2K2026-10-20
Wedbush Securities Inc
DECREASED47,27451,266-3,992-8%$6.1M$5.9K-$6.1M2026-10-22
Brighton Jones LLC
INCREASED47,12543,824+3,301+8%$5.2M$5.9M+$684.3K2026-11-03
Everest Financial Group LLC
INCREASED47,09545,413+1,682+4%$5.4M$5.9M+$490.7K2026-11-06
Cathy Pareto & Associates, Inc
DECREASED47,04048,431-1,391-3%$5.8M$5.9M+$124.0K2026-10-15
Certior Financial Group, LLC
INCREASED47,01646,851+165+0%$5.6M$5.9M+$308.8K2026-10-19
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED46,78848,282-1,494-3%$5.8M$5.9M+$109.1K2026-10-14
Certuity, LLC
INCREASED46,15545,315+840+2%$5.4M$5.8M+$384.2K2026-11-02
Physician Wealth Advisors, Inc.
INCREASED46,10745,963+144+0%$5.5M$5.8M+$300.7K2026-10-20
Smith Asset Management Co., LLC
INCREASED46,07045,680+390+1%$5.5M$5.8M+$330.0K2026-10-16
Marshall & Sterling Wealth Advisors Inc.
DECREASED45,74747,930-2,183-5%$5.7M$5.7M+$20.5K2026-10-28
RFG Advisory, LLC
INCREASED45,71742,249+3,468+8%$5.0M$5.7M+$695.7K2026-11-03
Highline Wealth Partners LLC
DECREASED45,50346,125-622-1%$5.5M$5.7M+$205.5K2026-10-19
High Net Worth Advisory Group LLC
DECREASED45,47846,038-560-1%$5.5M$5.7M+$212.8K2026-10-26
Ashton Thomas Private Wealth, LLC
DECREASED44,98446,666-1,682-4%$5.6M$5.7M+$75.6K2026-11-03
Patriot Investment Management Group, Inc.
DECREASED44,95747,027-2,070-4%$5.6M$5.6M+$29.0K2026-10-15
Jacobi Capital Management LLC
INCREASED44,94544,805+140+0%$5.4M$5.6M+$293.2K2026-11-05
Daymark Wealth Partners, LLC
INCREASED43,98139,759+4,222+11%$4.8M$5.5M+$775.1K2026-11-04
New England Private Wealth Advisors LLC
INCREASED43,67743,636+41+0%$4.9M$5.5M+$545.0K2026-10-19
Wolff Financial Management LLC
INCREASED43,57343,547+26+0%$5.2M$5.5M+$271.1K2026-10-23
Chicago Partners Investment Group LLC
INCREASED43,39743,083+314+1%$4.9M$5.2M+$243.3K2026-10-27
Compound Planning, Inc.
INCREASED42,88942,429+460+1%$5.1M$5.4M+$318.7K2026-11-05
Idaho Trust Co
DECREASED42,66145,843-3,182-7%$5.5M$5.4M-$117.9K2026-11-04
Insight Advisors, LLC/ PA
INCREASED42,42741,406+1,021+2%$4.9M$5.3M+$382.9K2026-10-22
Keybank National Association
DECREASED42,09645,173-3,077-7%$5.4M$5.3M-$108.9K2026-11-04
Capital Management Associates, Inc
INCREASED42,07938,870+3,209+8%$4.6M$5.3M+$642.2K2026-10-20
Associated Banc-Corp
DECREASED41,74848,157-6,409-13%$5.8M$5.2M-$509.3K2026-10-30
Sagespring Wealth Partners, LLC
INCREASED41,56425,064+16,500+66%$3.0M$5.2M+$2.2M2026-10-22
First Horizon Corp
UNCHANGED41,32741,32700%$4.9M$5.2M+$254.2K2026-10-26
Integrity Alliance, Llc.
INCREASED41,31836,520+4,798+13%$4.4M$5.2M+$827.5K2026-10-29
CWA Asset Management Group, LLC
INCREASED40,84940,253+596+1%$4.8M$5.1M+$322.4K2026-10-19
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED40,68837,551+3,137+8%$4.5M$5.1M+$625.2K2026-10-27
Apollon Financial, LLC
DECREASED40,09543,271-3,176-7%$5.2M$5.0M-$133.0K2026-10-23
First Bancorp, Inc
DECREASED40,09242,384-2,292-5%$5.1M$5.0M-$27.4K2026-10-26
Garde Capital, Inc.
INCREASED40,02537,546+2,479+7%$4.5M$5.0M+$542.3K2026-10-29
Shira Ridge Wealth Management
DECREASED39,99640,216-220-1%$4.8M$5.0M+$219.7K2026-10-09
McAdam, LLC
INCREASED39,93137,159+2,772+7%$4.4M$5.0M+$576.9K2026-10-21
BLB&B Advisors, LLC
INCREASED39,90634,661+5,245+15%$4.1M$5.0M+$872.3K2026-10-27
Kachkovsky & Fisher, Inc.
DECREASED39,50940,000-491-1%$4.8M$5.0M+$184.3K2026-10-21
Ayalon Insurance Comp Ltd.
INCREASED39,16835,168+4,000+11%$4.2K$4.9K+$7192026-10-08
Old National Bancorp
DECREASED39,04343,259-4,216-10%$5.2M$4.9M-$263.8K2026-10-20
Schwallier Wealth Management LLC
INCREASED38,72736,985+1,742+5%$4.4M$4.9M+$446.4K2026-11-05
LAM Group, Inc.
DECREASED38,18139,756-1,575-4%$4.8M$4.8M+$46.6K2026-10-26
Valeo Financial Advisors, LLC
DECREASED37,90938,085-1760%$4.6M$4.8M+$212.2K2026-10-08
RBA Wealth Management, LLC
INCREASED37,76736,856+911+2%$4.4M$4.7M+$341.1K2026-10-28
Citizens Financial Group Inc
INCREASED37,64832,315+5,333+17%$3.9M$4.7M+$868.9K2026-10-23
VestGen Advisors, LLC
DECREASED37,54986,399-48,850-57%$10.3M$4.7M-$5.6M2026-10-27
Davis Investment Partners, LLC
DECREASED37,45040,648-3,198-8%$4.9M$4.7M-$151.8K2026-11-05
Odyssey Capital Advisors, Inc.
DECREASED37,12940,677-3,548-9%$4.9M$4.7M-$195.7K2026-10-26
Mainsail Asset Management, LLC
INCREASED36,78336,765+18+0%$4.2M$4.8M+$616.3K2026-10-14
Thrivent Financial for Lutherans
DECREASED36,53336,939-406-1%$4.4M$4.6K-$4.4M2026-11-05
Jnba Financial Advisors
INCREASED36,51536,349+166+0%$4.3M$4.6M+$244.4K2026-11-03
Salomon & Ludwin, LLC
DECREASED36,31436,510-196-1%$4.3M$4.6M+$283.9K2026-10-29
Mitchell Sinkler & Starr
INCREASED35,00834,924+84+0%$4.2M$4.4M+$225.3K2026-10-13
L. Roy Papp & Associates, LLP
UNCHANGED34,99234,99200%$4.2M$4.4M+$215.2K2026-10-21
Todd Wealth Management, LLC
DECREASED34,63335,727-1,094-3%$4.3M$4.4M+$82.3K2026-10-19
Signal Advisors Wealth, LLC
INCREASED34,57126,887+7,684+29%$3.2M$4.3M+$1.1M2026-10-13
Ascent Group, LLC
DECREASED34,15237,398-3,246-9%$4.5M$4.3M-$177.9K2026-10-30
Verus Capital Partners, LLC
INCREASED33,6219,412+24,209+257%$1.1M$4.2M+$3.1M2026-11-03
Curated Wealth Partners LLC
DECREASED33,08834,168-1,080-3%$4.1M$4.2M+$74.4K2026-10-15
Strategic Family Wealth Counselors, L.L.C.
DECREASED33,08234,869-1,787-5%$4.2M$4.2M-$10.2K2026-10-29
Archford Capital Strategies, LLC
INCREASED32,97832,960+18+0%$3.9M$4.1M+$205.0K2026-10-19
Hopwood Financial Services, Inc.
DECREASED32,96533,667-702-2%$4.0M$4.1M+$118.8K2026-10-29
Affinity Capital Advisors, LLC
INCREASED32,79428,057+4,737+17%$3.3M$4.2M+$932.0K2026-10-13
Lpwm LLC
INCREASED32,79232,672+120+0%$3.9M$4.1M+$216.0K2026-10-20
Center for Financial Planning, Inc.
UNCHANGED32,79132,79100%$3.9M$4.1M+$201.7K2026-10-26
Badgley Phelps Wealth Managers, LLC
INCREASED32,50532,330+175+1%$3.9M$4.1M+$220.9K2026-10-22
John A. Wolfe & Associates, Inc.
DECREASED32,39934,815-2,416-7%$4.2M$4.1M-$89.5K2026-11-06
Compass Ion Advisors, LLC
DECREASED32,32833,403-1,075-3%$4.0M$4.1M+$70.3K2026-10-23
Lanark Financial, Inc.
DECREASED32,12534,581-2,456-7%$4.1M$4.0M-$96.0K2026-10-26
Atlatl Advisers LLC
NEW32,000—+32,000——$4.0M—2026-10-22
National Wealth Management Group, LLC
DECREASED31,94231,991-490%$3.8M$4.0M+$190.5K2026-10-26
Polaris Financial Partners
NEW31,781—+31,781——$4.0K—2026-10-02
Bison Wealth, LLC
INCREASED31,59629,188+2,408+8%$3.4M$4.0M+$600.6K2026-10-13
HUB Investment Partners, LLC
INCREASED31,52029,881+1,639+5%$3.6M$4.0M+$389.7K2026-11-03
Trilogy Capital Inc.
DECREASED30,93534,666-3,731-11%$4.1M$3.9M-$255.7K2026-10-20
Bright Financial Advisors, Inc.
INCREASED30,62230,619+3+0%$3.7M$3.8M+$188.7K2026-10-23
Guardian Asset Advisors, LLC
INCREASED30,47928,498+1,981+7%$3.4M$3.8M+$424.3K2026-10-16
Christensen, King & Associates Investment Services, Inc.
INCREASED30,3643,559+26,805+753%$425.3K$3.8M+$3.4M2026-10-22
City State Bank
INCREASED30,11028,215+1,895+7%$3.4M$3.8M+$411.7K2026-10-20
PFG Advisors
DECREASED29,86830,173-305-1%$3.6M$3.8M+$147.2K2026-10-16
W Advisors, LLC
INCREASED29,71229,065+647+2%$3.5M$3.7M+$260.1K2026-11-02
Ritholtz Wealth Management
INCREASED29,52918,969+10,560+56%$2.3M$3.7M+$1.4M2026-11-05
Heritage Investment Group, Inc.
UNCHANGED29,52829,52800%$3.5M$3.7M+$181.6K2026-11-03
Stonebridge Financial Planning Group, LLC
DECREASED29,29629,625-329-1%$3.5M$3.7M+$140.9K2026-11-06
Leelyn Smith, LLC
UNCHANGED29,24029,24000%$3.5M$3.7M+$179.8K2026-11-03
Crestwood Advisors Group, LLC
UNCHANGED29,01329,01300%$3.5M$3.6M+$178.4K2026-10-27
Global Wealth Management, LLC
DECREASED28,92029,508-588-2%$3.5M$3.6M+$107.6K2026-10-15
Lodestar Private Asset Management LLC
INCREASED28,88728,864+23+0%$3.4M$3.6M+$180.4K2026-10-26
Fiduciary Alliance LLC
INCREASED28,82627,955+871+3%$3.3M$3.6M+$281.4K2026-10-13
Signature Equity Partners, LLC
INCREASED28,64721,598+7,049+33%$2.6M$3.6M+$1.0M2026-10-29
Harbor Asset Planning, Inc.
DECREASED28,48228,589-1070%$3.4M$3.6M+$162.1K2026-10-23
GPM Growth Investors, Inc.
DECREASED28,40028,756-356-1%$3.4M$3.6M+$132.1K2026-10-30
CMG Global Holdings, LLC
DECREASED28,30231,097-2,795-9%$3.7M$3.6M-$160.1K2026-10-14
HBW Advisory Services LLC
INCREASED28,08424,278+3,806+16%$2.9M$3.5M+$627.5K2026-10-15
Apella Capital, LLC
DECREASED27,97128,054-830%$3.2M$3.6M+$418.8K2026-10-08
Larson Financial Group LLC
INCREASED27,87124,137+3,734+15%$2.9M$3.5M+$617.8K2026-11-05
New York Life Investment Management LLC
DECREASED27,85730,537-2,680-9%$3.6M$3.5M-$149.0K2026-11-04
Darrow Company, Inc.
UNCHANGED27,72527,72500%$3.2M$3.5M+$229.7K2026-10-22
Synergy Asset Management, LLC
INCREASED27,7101,681+26,029+1548%$200.9K$3.5M+$3.3M2026-11-05
NorthLanding Financial Partners, LLC
INCREASED27,63727,633+4+0%$3.3M$3.5M+$170.5K2026-10-15
Tower View Wealth Management LLC
DECREASED27,52427,988-464-2%$3.3M$3.5M+$113.8K2026-10-23
Flagship Harbor Advisors, LLC
DECREASED27,52027,570-500%$3.3M$3.5M+$163.3K2026-10-26
Retireful, LLC
INCREASED27,16224,342+2,820+12%$2.9M$3.4M+$504.1K2026-10-09
Tucker Asset Management LLC
INCREASED26,87925,539+1,340+5%$3.1M$3.4M+$325.5K2026-10-29
Florida Trust Wealth Management Co
INCREASED26,74721,736+5,011+23%$2.6M$3.4M+$763.4K2026-11-05
Clifford Swan Investment Counsel LLC
UNCHANGED26,56826,56800%$3.2M$3.3M+$163.4K2026-11-05
Soltis Investment Advisors LLC
INCREASED26,53426,107+427+2%$3.1M$3.3M+$214.2K2026-10-28
Hazlett, Burt & Watson, Inc.
DECREASED26,46426,605-141-1%$3.1M$3.3K-$3.1M2026-11-04
Black Diamond Financial, LLC
INCREASED26,44725,363+1,084+4%$3.0M$3.3M+$292.1K2026-10-26
Cassaday & Co Wealth Management LLC
INCREASED26,37416,224+10,150+63%$1.9M$3.3M+$1.4M2026-10-27
Deutsche Bank Ag\
UNCHANGED26,20026,20000%$3.1M$3.3M+$161.1K2026-11-06
Phillip James Consulting Co.
UNCHANGED26,08026,08000%$3.1M$3.3M+$160.4K2026-11-03
tru Independence LLC
INCREASED26,01825,996+22+0%$3.1M$3.3M+$162.7K2026-10-20
Diversified Portfolios, Inc.
INCREASED26,0044,165+21,839+524%$497.8K$3.3M+$2.8M2026-11-04
Sowell Financial Services LLC
INCREASED25,89425,609+285+1%$3.1M$3.3M+$193.3K2026-10-23
Meridian Wealth Management, LLC
INCREASED25,79525,391+404+2%$3.0M$3.2M+$206.9K2026-11-05
Visionary Wealth Advisors
INCREASED25,56725,050+517+2%$3.0M$3.2M+$219.0K2026-11-04
Simplicity Wealth,LLC
DECREASED25,27528,626-3,351-12%$3.4M$3.2M-$245.1K2026-10-23
First National Trust Co
INCREASED25,16924,548+621+3%$2.9M$3.2M+$229.0K2026-10-28
Cora Capital Advisors LLC
UNCHANGED25,08825,08800%$3.0M$3.2M+$154.3K2026-11-02
MBL Wealth, LLC
DECREASED24,91225,692-780-3%$3.1M$3.1M+$60.0K2026-10-22
15 Wealth Advisors LLC
NEW24,911—+24,911——$3.1M—2026-10-14
Calamos Wealth Management LLC
INCREASED24,80422,236+2,568+12%$2.7M$3.1M+$459.5K2026-11-02
Dynamic Advisor Solutions LLC
DECREASED24,78026,507-1,727-7%$3.2M$3.1M-$54.0K2026-10-13
Tritonpoint Wealth, LLC
INCREASED24,53624,535+10%$2.9M$3.1M+$151.0K2026-10-19
Traynor Capital Management, Inc.
INCREASED24,36124,201+160+1%$2.9M$3.1M+$169.0K2026-10-29
Atticus Wealth Management, LLC
DECREASED24,27524,673-398-2%$2.9M$3.1M+$101.8K2026-10-20
Sovran Advisors, LLC
DECREASED24,27225,720-1,448-6%$2.9M$3.0M+$115.5K2026-11-02
Blue Trust, Inc.
DECREASED24,24424,462-218-1%$2.9M$3.0M+$123.1K2026-10-15
Peachtree Investment Partners, LLC
INCREASED23,73322,304+1,429+6%$2.7M$3.0M+$316.8K2026-11-05
Premier Path Wealth Partners, LLC
UNCHANGED23,71623,71600%$2.8M$3.0M+$145.9K2026-10-16
Y-Intercept (Hong Kong) Ltd
INCREASED23,6286,524+17,104+262%$779.7K$3.0M+$2.2M2026-10-16
Indiana Trust & Investment Management Co
UNCHANGED23,42423,42400%$2.8M$2.9M+$144.1K2026-10-22
CWS Financial Advisors, LLC
DECREASED23,41323,453-400%$2.8M$2.9M+$139.3K2026-10-16
Childress Capital Advisors, LLC
UNCHANGED23,38423,38400%$2.8M$2.9M+$143.8K2026-10-28
Discipline Wealth Solutions, LLC
INCREASED23,31419,960+3,354+17%$2.4M$2.9M+$544.3K2026-10-14
Meridian Investment Counsel Inc.
DECREASED23,28823,368-800%$2.8M$2.9M+$133.7K2026-10-14
CRA Financial Services, LLC
DECREASED23,19823,500-302-1%$2.8M$2.9M+$106.5K2026-10-16
Valmark Advisers, Inc.
DECREASED23,18223,630-448-2%$2.8M$2.9M+$89.0K2026-11-06
Focus Financial Network, Inc.
DECREASED23,17823,788-610-3%$2.8M$2.9M+$69.7K2026-10-14
Axxcess Wealth Management, LLC
DECREASED23,122152,073-128,951-85%$18.2M$2.9M-$15.3M2026-10-21
Riverbend Wealth Management, LLC
INCREASED23,00318,485+4,518+24%$2.2M$2.9M+$681.5K2026-10-15
Rinkey Investments
INCREASED22,65519,935+2,720+14%$2.4M$2.8M+$464.4K2026-10-28
Entrewealth, LLC
INCREASED22,55822,033+525+2%$2.6M$2.8M+$199.7K2026-10-14
Affiance Financial, LLC
INCREASED22,46822,449+19+0%$2.7M$2.8M+$140.4K2026-10-15
Money Concepts Capital Corp
INCREASED22,46321,163+1,300+6%$2.5M$2.8M+$293.6K2026-11-06
HF Advisory Group, LLC
DECREASED22,37623,056-680-3%$2.8M$2.8M+$56.4K2026-10-09
Midwest Trust Co
DECREASED22,30523,342-1,037-4%$2.8M$2.8M+$13.2K2026-10-22
Bryn Mawr Trust Advisors, LLC
DECREASED22,26323,995-1,732-7%$2.9M$2.8M-$70.1K2026-11-04
KDK Private Wealth Management, LLC
DECREASED22,13422,159-250%$2.6M$2.8M+$133.1K2026-11-03
One Day In July LLC
DECREASED21,92422,658-734-3%$2.7M$2.8M+$47.2K2026-10-30
Bayshore Capital Advisors, LLC
DECREASED21,54422,352-808-4%$2.7M$2.7M+$35.9K2026-11-02
Regions Financial Corp
INCREASED21,52719,889+1,638+8%$2.4M$2.7M+$328.2K2026-11-05
Blackston Financial Advisory Group, LLC
DECREASED21,50724,853-3,346-13%$3.0M$2.7M-$267.6K2026-11-04
Institute for Wealth Management, Llc.
DECREASED21,35222,459-1,107-5%$2.7M$2.7M-$1.1K2026-11-06
Cdkv Holdings LLC
DECREASED21,04021,580-540-2%$2.6M$2.6M+$64.9K2026-10-28
JB Capital LLC
INCREASED20,92720,640+287+1%$2.5M$2.6M+$163.0K2026-10-19
Baker Avenue Asset Management, LP
DECREASED20,92121,507-586-3%$2.6M$2.6M+$58.7K2026-11-06
Finward Bancorp
DECREASED20,73522,796-2,061-9%$2.7M$2.6M-$118.8K2026-10-14
Venture Visionary Partners LLC
INCREASED20,72520,171+554+3%$2.4M$2.6M+$193.7K2026-10-07
Simplex Trading, LLC
DECREASED20,65728,287-7,630-27%$3.4M$2.6M-$784.9K2026-11-04
Krilogy Financial LLC
INCREASED20,63418,489+2,145+12%$2.2M$2.6M+$400.6K2026-10-13
Gryphon Financial Partners LLC
UNCHANGED20,62420,62400%$2.5M$2.6M+$126.8K2026-11-04
Mesirow Financial Investment Management, Inc.
INCREASED20,53819,058+1,480+8%$2.3M$2.6M+$303.1K2026-11-05
Union Savings Bank
DECREASED20,26220,304-420%$2.4M$2.5M+$119.6K2026-10-14
Citizens National Bank Trust Department
INCREASED20,17020,004+166+1%$2.4M$2.5M+$143.9K2026-11-04
Grimes & Co Wealth Management, LLC
INCREASED20,14619,163+983+5%$2.3M$2.5M+$241.3K2026-10-29
Bay Harbor Wealth Management, LLC
INCREASED20,00719,984+23+0%$2.4M$2.5M+$125.8K2026-11-03
Community Bank, N.A.
DECREASED19,92020,270-350-2%$2.4M$2.5M+$80.7K2026-11-06
Cornerstone Wealth Management, LLC
DECREASED19,90219,935-330%$2.4M$2.5M+$118.4K2026-11-04
Griffin Asset Management, Inc.
DECREASED19,82232,876-13,054-40%$3.9M$2.5M-$1.4M2026-10-22
Beacon Financial Advisory LLC
INCREASED19,80419,763+41+0%$2.4M$2.5M+$126.6K2026-10-16
Vermillion Wealth Management, Inc.
DECREASED19,778108,590-88,812-82%$13.0M$2.5M-$10.5M2026-10-26
Pines Wealth Management, LLC
INCREASED19,77618,805+971+5%$2.2M$2.5M+$237.7K2026-10-21
Wespac Advisors, LLC
DECREASED19,42728,350-8,923-31%$3.4M$2.4M-$947.0K2026-10-26
Kathmere Capital Management, LLC
DECREASED19,37119,424-530%$2.3M$2.4M+$112.8K2026-10-20
Plancorp, LLC
INCREASED19,36412,124+7,240+60%$1.4M$2.3M+$863.5K2026-11-03
Trust Point Inc.
DECREASED19,31519,369-540%$2.3M$2.4M+$112.3K2026-10-27
RM Financial Services, LLC
INCREASED19,23717,180+2,057+12%$2.1M$2.4M+$364.2K2026-11-03
PDS Planning, Inc
INCREASED19,19215,606+3,586+23%$1.9M$2.4M+$546.5K2026-11-03
Secure Asset Management, LLC
INCREASED19,18518,398+787+4%$2.2M$2.4M+$212.0K2026-10-19
Capital Investment Advisors, LLC
DECREASED19,13720,411-1,274-6%$2.4M$2.4M-$34.6K2026-10-22
VVR Holdings LLC
DECREASED19,13222,954-3,822-17%$2.7M$2.4M-$339.2K2026-10-19
Carnegie Investment Counsel
INCREASED18,88518,436+449+2%$2.2M$2.4M+$169.8K2026-10-20
Wesbanco Bank Inc
DECREASED18,79827,928-9,130-33%$3.3M$2.4M-$975.6K2026-11-04
Willow Creek Wealth Management Inc.
DECREASED18,68018,707-270%$2.2M$2.3M+$111.6K2026-10-26
Rockwood Wealth Management, LLC
UNCHANGED18,62718,62700%$2.2M$2.3M+$114.6K2026-10-27
Zullo Investment Group, Inc.
DECREASED18,60118,692-910%$2.2M$2.3M+$103.5K2026-10-20
Retirement Guys Formula LLC
DECREASED18,30918,706-397-2%$2.2M$2.3M+$65.2K2026-10-26
Ascent Wealth Partners, LLC
INCREASED18,23217,832+400+2%$2.1M$2.3M+$159.9K2026-10-23
Blue Fin Capital, Inc.
INCREASED18,10116,755+1,346+8%$2.0M$2.3M+$272.2K2026-10-28
Elevatus Welath Management
INCREASED18,08517,551+534+3%$2.1M$2.3M+$175.1K2026-10-19
GC Wealth Management RIA, LLC
DECREASED18,04720,346-2,299-11%$2.4M$2.3M-$163.8K2026-11-02
Regent Peak Wealth Advisors LLC
DECREASED17,98518,107-122-1%$2.2M$2.3M+$96.0K2026-10-13
Rolek Wealth Management LLC
DECREASED17,94319,850-1,907-10%$2.4M$2.3M-$117.6K2026-10-21
Patriot Financial Group Insurance Agency, LLC
INCREASED17,92915,282+2,647+17%$1.8M$2.3M+$426.8K2026-10-14
Archer Investment Management, LLC
INCREASED17,84116,957+884+5%$2.0M$2.2M+$215.4K2026-10-13
Fairway Financial, LLC
DECREASED17,76868,415-50,647-74%$8.2M$2.2M-$5.9M2026-10-20
Kellett Wealth Advisors, LLC
INCREASED17,70217,492+210+1%$2.1M$2.2M+$134.0K2026-10-15
American Institute for Advanced Investment Management, LLP
INCREASED17,67417,408+266+2%$2.1M$2.2M+$140.5K2026-11-03
Birch Hill Investment Advisors LLC
INCREASED17,54216,944+598+4%$2.0M$2.2M+$179.4K2026-10-16
McNaughton Wealth Management, LLC
DECREASED17,51318,072-559-3%$2.2M$2.2M+$40.9K2026-10-09
Flagship Wealth Advisors, LLC
DECREASED17,45617,744-288-2%$2.1M$2.2M+$72.9K2026-11-03
Long Island Wealth Management, Inc.
DECREASED17,45418,117-663-4%$2.2M$2.2M+$28.2K2026-10-20
AlphaStar Capital Management, LLC
DECREASED17,36418,939-1,575-8%$2.3M$2.2M-$81.4K2026-10-16
Capital Square, LLC
INCREASED17,33017,222+108+1%$2.0M$2.2M+$144.2K2026-10-19
Advocate Investing Services LLC
DECREASED17,32417,694-370-2%$2.1M$2.2M+$62.4K2026-10-26
Csenge Advisory Group
INCREASED17,30612,450+4,856+39%$1.5M$2.2M+$686.8K2026-11-04
Triad Wealth Partners, LLC
INCREASED16,91515,690+1,225+8%$1.8M$2.1M+$319.1K2026-10-26
Embree Financial Group
INCREASED16,70815,988+720+5%$1.9M$2.1M+$188.8K2026-10-22
Evanson Financial, LLC
DECREASED16,66424,658-7,994-32%$2.9M$2.1M-$852.9K2026-10-23
Falcon Wealth Planning
INCREASED16,63116,227+404+2%$1.9M$2.1M+$150.6K2026-11-06
Level Four Advisory Services, LLC
DECREASED16,60116,656-550%$2.0M$2.1M+$95.5K2026-11-06
Absolute Capital Management, LLC
DECREASED16,46019,211-2,751-14%$2.3M$2.1M-$227.5K2026-10-16
Ascentis Independent Advisors
NEW16,412—+16,412——$2.1M—2026-11-03
Gill Capital Partners, LLC
UNCHANGED16,40016,40000%$2.0M$2.1M+$100.9K2026-10-13
PCA Investment Advisory Services Inc.
INCREASED16,31616,309+7+0%$1.9M$2.1M+$101.2K2026-10-13
Gerber Kawasaki Wealth & Investment Management
INCREASED16,19615,387+809+5%$1.8M$2.0M+$196.3K2026-10-29
Nilsine Partners, LLC
INCREASED16,1528,152+8,000+98%$974.3K$2.0M+$1.1M2026-11-02
Pinnacle Wealth Management Advisory Group, LLC
DECREASED15,94316,071-128-1%$1.9M$2.0M+$82.8K2026-10-23
Riversedge Advisors, LLC
DECREASED15,88116,003-122-1%$1.9M$2.0M+$83.1K2026-10-09
North Star Investment Management Corp.
DECREASED15,83218,035-2,203-12%$2.2M$2.0M-$166.0K2026-10-27
First Security Investment Management, Inc.
INCREASED15,7861,928+13,858+719%$230.4K$2.0M+$1.8M2026-11-05
Unique Wealth, LLC
DECREASED15,76317,543-1,780-10%$2.1M$2.0M-$115.8K2026-10-16
Warwick Investment Management, Inc.
INCREASED15,61715,535+82+1%$1.9M$2.0M+$105.8K2026-10-19
Highland Financial Advisors, LLC
INCREASED15,53912,532+3,007+24%$1.5M$2.0M+$455.0K2026-10-19
Retirement Planning Co of New England, Inc.
INCREASED15,48615,461+25+0%$1.8M$1.9M+$98.3K2026-10-15
Unique Wealth Strategies, LLC
UNCHANGED15,47815,47800%$1.8M$1.8M$02026-10-13
Allied Investment Advisors, LLC
INCREASED15,41915,392+27+0%$1.8M$1.9M+$98.1K2026-10-13
SAX Wealth Advisors, LLC
INCREASED15,4121,819+13,593+747%$1.3M$1.9M+$667.7K2026-10-13
Americana Partners, LLC
INCREASED15,39615,395+1+0%$1.8M$1.9M+$94.7K2026-10-28
Aventus Investment Advisors, Inc.
DECREASED15,18415,200-160%$1.8M$1.9M+$91.5K2026-10-09
Sigma Investment Counselors Inc
INCREASED15,18010,602+4,578+43%$1.3M$1.9M+$640.5K2026-10-27
Key FInancial Inc
DECREASED15,09615,992-896-6%$1.9M$1.9M-$14.3K2026-11-02
Compass Financial Group, Inc. (Ohio)
DECREASED15,05215,936-884-6%$1.9M$1.9M-$13.1K2026-10-19
Financial Consulate, Inc
DECREASED15,04916,492-1,443-9%$2.0M$1.9M-$79.9K2026-10-23
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED14,97514,839+136+1%$1.8M$1.9M+$108.4K2026-10-14
HCR Wealth Advisors
INCREASED14,90514,903+2+0%$1.8M$1.9M+$91.9K2026-10-15
Signaturefd, LLC
INCREASED14,88414,883+1+0%$1.8M$1.9M+$91.7K2026-10-23
Advisory Advocates, LLC
DECREASED14,78116,614-1,833-11%$2.0M$1.9M-$128.2K2026-11-05
Relyea Zuckerberg Hanson LLC
UNCHANGED14,74814,74800%$1.8M$1.9M+$90.7K2026-10-20
Towerpoint Wealth, LLC
DECREASED14,72914,784-550%$1.8M$1.9M+$83.9K2026-10-13
Main Street Group, LTD
INCREASED14,65914,648+11+0%$1.8M$1.8M+$91.5K2026-10-28
Telos Capital Management, Inc.
DECREASED14,63415,160-526-3%$1.8M$1.8M+$27.1K2026-11-02
BOS Asset Management, LLC
UNCHANGED14,55214,55200%$1.7M$1.8M+$89.5K2026-10-09
Bluedoor Private Wealth, LLC
INCREASED14,49814,476+22+0%$1.7M$1.8M+$91.8K2026-11-05
Rockland Trust Co
UNCHANGED14,46414,46400%$1.7M$1.8M+$89.0K2026-10-05
Miramontes Capital, LLC
DECREASED14,34014,562-222-2%$1.7M$1.8M+$61.7K2026-10-19
Brown, Lisle Ings, Inc.
INCREASED14,28513,990+295+2%$1.7M$1.8M+$123.1K2026-10-16
Accurate Wealth Management, LLC
INCREASED14,24012,550+1,690+13%$1.5M$1.8M+$319.1K2026-10-20
XY Planning Network, Inc.
INCREASED14,21114,203+8+0%$1.7M$1.8M+$88.4K2026-10-14
Moors & Cabot, Inc.
INCREASED14,20113,960+241+2%$1.7M$1.8M+$116.1K2026-11-06
Noesis Capital Mangement Corp
INCREASED14,09611,742+2,354+20%$1.4M$1.8M+$368.0K2026-10-26
ATX Financial Planning, LLC
DECREASED14,08414,357-273-2%$1.7M$1.8M+$54.0K2026-10-14
Valley Wealth Managers, Inc.
INCREASED13,98212,845+1,137+9%$1.5M$1.8M+$221.9K2026-10-09
Parsons Capital Management Inc
INCREASED13,97213,328+644+5%$1.6M$1.8M+$162.9K2026-10-28
Level Wealth Management LLC
INCREASED13,91612,554+1,362+11%$1.5M$1.7M+$248.3K2026-10-23
Confluence Wealth Services, Inc.
DECREASED13,79614,395-599-4%$1.7M$1.7M+$13.2K2026-11-05
Ramsay, Stattman, Vela & Price, Inc.
UNCHANGED13,71213,71200%$1.6M$1.7M+$84.3K2026-10-19
Quantum Financial Advisors, LLC
DECREASED13,70414,832-1,128-8%$1.8M$1.7M-$50.5K2026-11-03
Woodward Diversified Capital, LLC
DECREASED13,63314,211-578-4%$1.7M$1.7M+$14.8K2026-10-21
McGuire Investment Group, LLC
INCREASED13,57612,749+827+6%$1.5M$1.7M+$182.3K2026-10-23
Welch Group, LLC
INCREASED13,5717,384+6,187+84%$882.6K$1.7M+$822.9K2026-10-29
Sunrise Financial Services, LLC
UNCHANGED13,48913,48900%$1.6M$1.7M+$83.0K2026-10-21
Autumn Glory Partners, LLC
UNCHANGED13,45113,45100%$1.6M$1.7M+$82.7K2026-10-26
Guardian Capital, LLC
DECREASED13,43616,178-2,742-17%$1.9M$1.7M-$245.1K2026-11-06
Beacon Investment Advisory Services, Inc.
DECREASED13,42613,476-500%$1.6M$1.7M+$76.6K2026-10-13
Cresta Advisors, Ltd.
INCREASED13,3822,827+10,555+373%$337.8K$1.7M+$1.3M2026-10-14
Bedel Financial Consulting, Inc.
INCREASED13,38113,082+299+2%$1.6M$1.7M+$118.1K2026-11-06
Aviso Wealth Management
DECREASED13,36013,939-579-4%$1.7M$1.7M+$12.8K2026-11-04
Cookson Peirce & Co Inc
INCREASED13,29713,250+47+0%$1.6M$1.7M+$87.4K2026-10-30
Northwest Wealth Advisors, LLC
DECREASED13,23113,732-501-4%$1.6M$1.7M+$21.4K2026-11-02
SYM Financial Corp
UNCHANGED13,22613,22600%$1.6M$1.7M+$81.3K2026-10-26
Inspirion Wealth Advisors, LLC
INCREASED13,20712,373+834+7%$1.5M$1.7M+$209.4K2026-10-09
WealthCare Investment Partners, LLC
DECREASED13,08013,608-528-4%$1.6M$1.6M+$17.4K2026-11-05
RED Lighthouse Investment Management, LLC
INCREASED12,96112,424+537+4%$1.5M$1.6M+$143.9K2026-11-02
AA Financial Advisors, LLC
INCREASED12,83612,826+10+0%$1.5M$1.6M+$80.1K2026-10-19
HRC Wealth Management, LLC
INCREASED12,72311,775+948+8%$1.4M$1.6M+$191.5K2026-10-16
McKinley Carter Wealth Services, Inc.
INCREASED12,64812,645+3+0%$1.5M$1.6M+$78.1K2026-10-16
J. Derek Lewis & Associates Inc.
INCREASED12,62610,595+2,031+19%$1.3M$1.6M+$333.2K2026-11-03
Plante Moran Financial Advisors, LLC
DECREASED12,60612,809-203-2%$1.5M$1.6M+$53.2K2026-11-04
Lauer Wealth, LLC
INCREASED12,44711,655+792+7%$1.4M$1.6M+$219.0K2026-10-13
Capital Squared Financial LLC
DECREASED12,44613,588-1,142-8%$1.6M$1.6M-$59.9K2026-10-30
Succession Financial, Inc.
UNCHANGED12,44012,44000%$1.5M$1.6M+$76.5K2026-10-14
Family Office Research LLC
DECREASED12,43612,757-321-3%$1.5M$1.6M+$38.1K2026-10-14
Forum Financial Management, LP
INCREASED12,33311,546+787+7%$1.4M$1.5M+$170.0K2026-10-16
Sherry Group, Inc.
INCREASED12,30612,216+90+1%$1.4M$1.5M+$123.3K2026-10-09
Journey Advisory Group, LLC
DECREASED12,23412,504-270-2%$1.5M$1.5M+$43.0K2026-11-04
Aegis Wealth Management, Inc.
INCREASED12,20311,238+965+9%$1.3M$1.5M+$190.4K2026-10-26
Concord Wealth Partners
DECREASED12,19922,107-9,908-45%$2.6M$1.5M-$1.1M2026-11-02
Bensler, LLC
DECREASED12,14412,240-96-1%$1.5M$1.5M+$63.2K2026-11-05
McClarren Financial Advisors, Inc.
DECREASED12,10812,607-499-4%$1.5M$1.5M+$14.9K2026-10-15
Market Street Wealth Management Advisors LLC
DECREASED12,10112,587-486-4%$1.5M$1.5M+$16.3K2026-10-09
Adkins Seale Capital Management LLC
INCREASED12,0949,301+2,793+30%$1.1M$1.5M+$408.2K2026-10-27
KFG Wealth Management, LLC
INCREASED11,97411,952+22+0%$1.4M$1.5M+$76.3K2026-10-16
Acropolis Investment Management, LLC
INCREASED11,77911,777+2+0%$1.4M$1.5M+$72.6K2026-10-08
Greenleaf Trust
DECREASED11,77715,313-3,536-23%$1.8M$1.5M-$350.2K2026-10-29
GenTrust, LLC
INCREASED11,66611,184+482+4%$1.3M$1.5M+$129.3K2026-11-06
Narus Financial Partners, LLC
INCREASED11,66111,657+4+0%$1.4M$1.5M+$72.2K2026-10-19
Carolina Wealth Management Inc
DECREASED11,65711,704-470%$1.4M$1.5M+$66.1K2026-10-29
M Holdings Securities, Inc.
DECREASED11,60011,815-215-2%$1.4K$1.3K-$542026-11-03
Facet Wealth, Inc.
INCREASED11,57010,809+761+7%$1.3M$1.5M+$162.2K2026-11-04
Latitude Advisors, LLC
INCREASED11,55611,542+14+0%$1.4M$1.5M+$72.7K2026-10-27
HBK Sorce Advisory LLC
INCREASED11,55010,144+1,406+14%$1.2M$1.2M+$22.2K2026-11-06
Gallacher Capital Management LLC
DECREASED11,49713,356-1,859-14%$1.6M$1.4M-$151.5K2026-10-30
Mainstream Capital Management LLC
DECREASED11,48316,107-4,624-29%$1.9M$1.4M-$482.1K2026-10-23
North Forty Two & Co.
DECREASED11,45611,756-300-3%$1.4M$1.4M+$34.6K2026-10-19
Grove Street Fiduciary, LLC
UNCHANGED11,42411,42400%$1.4M$1.4M+$70.3K2026-10-13
Cypress Wealth Services, LLC
UNCHANGED11,41411,41400%$1.4M$1.5M+$117.3K2026-10-21
Legacy Edge Advisors, LLC
DECREASED11,37011,371-10%$1.4M$1.4M+$69.8K2026-11-06
May Hill Capital, LLC
UNCHANGED11,30411,30400%$1.4M$1.4M+$69.5K2026-11-03
Sageworth Trust Co
UNCHANGED11,28011,28000%$1.3M$1.4M+$69.4K2026-10-30
Comprehensive Financial Planning, Inc.
INCREASED11,12211,101+21+0%$1.3M$1.4M+$70.9K2026-10-27
First Pacific Financial
DECREASED11,11513,228-2,113-16%$1.6M$1.4M-$184.1K2026-10-14
Ferguson Wellman Capital Management, Inc
INCREASED11,0888,543+2,545+30%$1.0M$1.4M+$372.4K2026-10-05
Union Bancaire Privee, UBP SA
UNCHANGED11,04811,04800%$1.3M$1.4M+$92.3K2026-11-04
EverSource Wealth Advisors, LLC
INCREASED11,0366,267+4,769+76%$749.1K$1.4M+$637.8K2026-11-04
Altus Wealth Management, LLC
UNCHANGED11,00411,00400%$1.3M$1.4M+$67.7K2026-10-13
Shepherd Financial Partners LLC
INCREASED10,98510,981+4+0%$1.3M$1.4M+$68.0K2026-11-03
Cutler Investment Counsel LLC
DECREASED10,89711,047-150-1%$1.3M$1.4M+$49.1K2026-10-28
NBH Bank
DECREASED10,88911,140-251-2%$1.3M$1.4M+$37.0K2026-11-05
Eagle Strategies LLC
INCREASED10,82910,757+72+1%$1.3M$1.4M+$75.1K2026-10-16
LFA - Lugano Financial Advisors SA
UNCHANGED10,80010,80000%$1.3M$1.4M+$66.4K2026-11-03
Trust Co of Toledo NA
DECREASED10,79215,432-4,640-30%$1.8M$1.4M-$488.2K2026-10-16
Provenance Wealth Advisors, LLC
NEW10,758—+10,758——$1.4M—2026-10-30
Maia Wealth LLC
DECREASED10,68112,251-1,570-13%$1.5M$1.3M-$122.0K2026-10-19
Arwa LLC
DECREASED10,68112,139-1,458-12%$1.4M$1.4M-$35.8K2026-10-21
Guardsman Private Capital Management, Inc.
INCREASED10,62510,613+12+0%$1.3M$1.3M+$66.8K2026-10-19
Appleton Partners Inc
DECREASED10,60711,407-800-7%$1.4M$1.3K-$1.4M2026-10-30
Southland Equity Partners LLC
INCREASED10,60710,552+55+1%$1.3M$1.3M+$71.8K2026-10-14
Southern Capital Advisors, LLC
INCREASED10,58810,583+5+0%$1.3M$1.3M+$65.7K2026-10-26
Legacy Advisors, LLC
DECREASED10,54710,729-182-2%$1.3M$1.3M+$43.2K2026-10-19
Oak Barrel Wealth Advisory LLC
DECREASED10,54311,139-596-5%$1.3M$1.3M-$6.4K2026-11-05
Schear Investment Advisers, LLC
NEW10,519—+10,519——$1.3M—2026-10-14
Tempo Wealth, LLC
INCREASED10,51910,213+306+3%$1.2M$1.3M+$101.3K2026-10-14
Merkkuri Wealth Advisors LLC
INCREASED10,48010,469+11+0%$1.3M$1.3M+$65.8K2026-11-03
United Advisor Group, LLC
INCREASED10,4089,602+806+8%$1.1M$1.3M+$160.3K2026-11-03
Nations Financial Group Inc,
DECREASED10,40710,711-304-3%$1.3M$1.3M+$27.7K2026-11-05
Capital Investment Advisory Services, LLC
INCREASED10,29810,058+240+2%$1.2M$1.3M+$91.7K2026-10-30
Greenhouse Wealth Management, LLC
UNCHANGED10,28910,28900%$1.2M$1.3M+$63.3K2026-10-20
Bell Bank
UNCHANGED10,24810,24800%$1.2M$1.3M+$63.0K2026-10-21
Patrick M Sweeney & Associates, Inc
INCREASED10,18910,188+1+0%$1.2M$1.3M+$62.7K2026-10-22
Sonata Capital Group Inc
INCREASED10,1809,580+600+6%$1.1M$1.3M+$134.3K2026-10-19
SeaBridge Investment Advisors LLC
INCREASED10,1446,693+3,451+52%$799.9K$1.3M+$474.9K2026-11-02
Convergence Financial, LLC
DECREASED10,13620,072-9,936-49%$2.4M$1.3M-$1.1M2026-10-27
Biltmore Family Office, LLC
INCREASED10,0399,731+308+3%$1.2M$1.3M+$98.6K2026-11-03
Heartwood Wealth Advisors LLC
UNCHANGED10,00810,00800%$1.2M$1.3M+$61.5K2026-10-05
Selective Wealth Management, Inc.
DECREASED9,99510,020-250%$1.1M$1.2M+$89.4K2026-10-16
Private Wealth Partners, LLC
UNCHANGED9,9609,96000%$1.2M$1.3M+$61.3K2026-10-22
Chapin Davis, Inc.
UNCHANGED9,9439,94300%$1.2M$1.2M+$61.3K2026-10-09
MFA Wealth Advisors, LLC
DECREASED9,93210,578-646-6%$1.3M$1.2M-$16.1K2026-10-07
Mirae Asset Global Investments Co., Ltd.
NEW9,900—+9,900——$1.2M—2026-11-03
M.E. Allison & Co., Inc.
DECREASED9,8599,909-500%$1.2M$1.2M+$54.7K2026-10-09
FSM Wealth Advisors, LLC
DECREASED9,83710,664-827-8%$1.3M$1.3M-$22.8K2026-10-27
Albion Financial Group
DECREASED9,83210,438-606-6%$1.2M$1.2M-$12.0K2026-10-21
Avior Wealth Management, LLC
INCREASED9,8099,424+385+4%$1.1M$1.2M+$106.4K2026-10-13
Diversified Trust Co
INCREASED9,7899,288+501+5%$1.1M$1.2M+$120.1K2026-11-06
Bonfire Financial
INCREASED9,7579,746+11+0%$1.2M$1.2M+$61.3K2026-11-06
Avalon Capital Management
INCREASED9,7554,880+4,875+100%$583.3K$1.2M+$642.7K2026-11-04
R. W. Roge & Company, Inc.
UNCHANGED9,7209,72000%$1.2M$1.2K-$1.2M2026-11-04
Waters Parkerson & Co., LLC
UNCHANGED9,6909,69000%$1.2M$1.2M+$59.6K2026-11-04
Fulton Bank, N.A.
DECREASED9,68011,280-1,600-14%$1.3M$1.2M-$131.7K2026-10-14
APS Management Group, Inc.
DECREASED9,65514,707-5,052-34%$1.8M$1.2M-$544.4K2026-10-14
Wingate Wealth Advisors, Inc.
INCREASED9,6409,604+36+0%$1.1M$1.2M+$63.5K2026-10-26
Collaborative Wealth Managment Inc.
INCREASED9,6328,608+1,024+12%$1.0M$1.2M+$181.6K2026-11-06
Verdence Capital Advisors LLC
INCREASED9,3576,698+2,659+40%$800.6K$1.2M+$375.2K2026-10-26
Accretive Wealth Partners, LLC
DECREASED9,2689,688-420-4%$1.2M$1.2M+$6.8K2026-11-06
Luts & Greenleigh Group, Inc.
INCREASED9,2658,913+352+4%$1.1M$1.2M+$99.0K2026-11-05
SmartHarvest Portfolios, LLC
DECREASED9,23115,431-6,200-40%$1.8M$1.2M-$684.2K2026-10-26
Rare Wolf Capital LLC
UNCHANGED9,2089,20800%$1.1M$1.2M+$56.6K2026-10-20
Canvas Wealth Advisors, LLC
INCREASED9,2008,168+1,032+13%$976.2K$1.1M+$148.4K2026-11-02
Balefire, LLC
INCREASED9,1855,956+3,229+54%$711.9K$1.2M+$442.4K2026-10-09
Banque Pictet & CIE SA
INCREASED9,1748,264+910+11%$987.7K$1.2M+$165.2K2026-10-16
Outlook Wealth Advisors, LLC
INCREASED9,1699,008+161+2%$1.1M$1.2M+$75.6K2026-10-28
Center For Asset Management LLC
INCREASED9,1593,729+5,430+146%$445.7K$1.2M+$705.3K2026-10-16
Woodmont Investment Counsel LLC
UNCHANGED9,1139,11300%$1.1M$1.1M+$56.1K2026-10-29
Physicians Financial Services, Inc.
UNCHANGED9,0779,07700%$1.1M$1.1K-$1.1M2026-11-04
RAM Investment Partners, LLC
DECREASED8,9979,066-69-1%$1.1M$1.1M+$47.1K2026-10-21
Clear Retirement Advice LLC
UNCHANGED8,9928,99200%$1.1M$1.1M+$55.3K2026-10-22
First Growth Capital LLC
UNCHANGED8,9848,98400%$1.1M$1.1M+$55.3K2026-10-15
Bestgate Wealth Advisors, LLC
INCREASED8,9685,336+3,632+68%$637.8K$1.1M+$489.3K2026-10-13
TritonPoint Partners, LLC
DECREASED8,96424,535-15,571-63%$2.9M$1.1M-$1.8M2026-11-05
Everhart Financial Group, Inc.
INCREASED8,9018,898+3+0%$1.1M$1.1M+$55.1K2026-10-08
MPS Loria Financial Planners, LLC
INCREASED8,8978,886+11+0%$1.1M$1.1M+$56.0K2026-10-14
Ethos Capital Management, Inc.
DECREASED8,88510,214-1,329-13%$1.2M$1.1M-$104.2K2026-11-03
Salem Investment Counselors Inc
DECREASED8,8829,192-310-3%$1.1M$1.1M+$17.6K2026-10-13
Bayban
UNCHANGED8,8408,84000%$1.1M$1.1M$02026-11-05
Scissortail Wealth Management, LLC
DECREASED8,8189,408-590-6%$1.1M$1.1M-$16.3K2026-11-03
Gateway Investment Advisers LLC
INCREASED8,7974,671+4,126+88%$558.3K$1.1M+$547.3K2026-10-13
High Note Wealth, LLC
UNCHANGED8,7688,76800%$1.0M$1.1M+$53.9K2026-10-27
Ledyard National Bank
DECREASED8,76011,760-3,000-26%$1.4M$1.1M-$304.7K2026-10-21
IPG Investment Advisors LLC
INCREASED8,7346,026+2,708+45%$720.2K$1.1M+$377.4K2026-10-30
Wealth Effects LLC
UNCHANGED8,7198,71900%$1.0M$1.1M+$53.6K2026-10-23
Councilor Wealth, LLC
UNCHANGED8,7028,70200%$1.0M$1.1M+$53.5K2026-10-09
Aspen Investment Management Inc
DECREASED8,6969,085-389-4%$1.1K$1.1K+$72026-11-05
Delta Financial Advisors LLC
INCREASED8,6888,096+592+7%$967.6K$1.1M+$124.2K2026-10-27
Calder Financial LLC
DECREASED8,6429,235-593-6%$1.1M$1.1M-$17.8K2026-10-13
Lake Street Private Wealth, LLC
DECREASED8,61110,882-2,271-21%$1.3M$1.1M-$218.5K2026-10-22
Destiny Wealth Partners, LLC
NEW8,592—+8,592——$978.0K—2026-11-05
Goelzer Investment Management, Inc.
DECREASED8,59010,045-1,455-14%$1.2M$1.1M-$121.1K2026-10-16
Segment Wealth Management, LLC
UNCHANGED8,5128,51200%$1.0M$1.1M+$52.3K2026-10-26
Kraematon Investment Advisors, Inc
INCREASED8,4988,429+69+1%$1.0M$1.1M+$60.5K2026-11-02
Norden Group LLC
INCREASED8,4978,448+49+1%$1.0M$1.1M+$58.1K2026-10-20
Uptick Partners, LLC
INCREASED8,4775,798+2,679+46%$693.0K$1.1M+$372.4K2026-11-04
Concord Asset Management, LLC
DECREASED8,45518,027-9,572-53%$2.2M$1.1M-$1.1M2026-11-02
Heffernan Advisory, Inc
INCREASED8,4004,000+4,400+110%$478.1K$1.1M+$577.5K2026-10-13
Quad-Cities Investment Group, LLC
INCREASED8,3915,278+3,113+59%$630.8K$1.1M+$423.7K2026-10-16
KMG Fiduciary Partners, LLC
DECREASED8,3458,675-330-4%$1.0M$1.0M+$11.9K2026-10-14
Root Financial Partners, LLC
DECREASED8,3378,940-603-7%$1.1M$1.0M-$20.8K2026-10-21
Advisory Resource Group
INCREASED8,3208,168+152+2%$976.3K$1.0M+$69.3K2026-10-26
Sather Financial Group Inc
UNCHANGED8,3058,30500%$992.6K$1.0M+$51.1K2026-10-30
Soundwatch Capital LLC
UNCHANGED8,3048,30400%$992.5K$1.1M+$73.1K2026-11-04
Earned Wealth Advisors, LLC
INCREASED8,2958,258+37+0%$987.0K$1.0M+$55.4K2026-11-06
Prairiewood Capital, LLC
UNCHANGED8,2728,27200%$988.7K$1.0M+$50.9K2026-10-16
Partners Wealth Management, LLC
NEW8,250—+8,250——$1.0M—2026-10-28
Cadent Capital Advisors, LLC
DECREASED8,24717,467-9,220-53%$2.1M$1.0M-$1.1M2026-10-09
Chris Bulman Inc
UNCHANGED8,2408,24000%$984.8K$1.0M+$50.7K2026-10-20
American Capital Advisory, LLC
INCREASED8,2178,216+1+0%$981.9K$1.0M+$50.7K2026-10-28
Howard Wealth Management, LLC
DECREASED8,2098,292-83-1%$991.1K$1.0M+$40.6K2026-10-28
Hoxton Planning & Management, LLC
DECREASED8,1928,449-257-3%$1.0M$1.0M+$19.7K2026-10-15
Financial Council, LLC
UNCHANGED8,1928,19200%$979.1K$1.0M+$50.4K2026-11-02
Donalies Financial Planning, LLC
DECREASED8,1838,252-69-1%$986.3K$1.0M+$42.1K2026-10-19
HighRoad Wealth Advisors, LLC
UNCHANGED8,1618,16100%$975.4K$1.0M+$50.2K2026-10-14
Gilman Hill Asset Management, LLC
INCREASED8,1518,000+151+2%$956.2K$1.0M+$68.2K2026-10-13
Cooper Financial Group
INCREASED8,1413,667+4,474+122%$438.3K$1.0M+$584.9K2026-10-07
Mascagni Wealth Management, Inc.
DECREASED8,1098,138-290%$972.7K$1.0M+$46.4K2026-10-23
Quintet Private Bank (Europe) S.A.
UNCHANGED8,0008,00000%$956.2K$1.0M+$49.2K2026-10-08
Redwood Financial Network Corp
INCREASED7,9897,983+6+0%$954.1K$1.0M+$49.9K2026-11-03
Silverlake Wealth Management LLC
DECREASED7,9728,014-42-1%$957.9K$1.0M+$44.0K2026-10-21
Myecfo, LLC
INCREASED7,8927,584+308+4%$906.4K$991.8K+$85.3K2026-10-14
Blue Bell Private Wealth Management, LLC
INCREASED7,8794,120+3,759+91%$492.4K$990.2K+$497.7K2026-10-29
King Luther Capital Management Corp
INCREASED7,8743,848+4,026+105%$459.9K$989.5K+$529.6K2026-11-05
Patten & Patten Inc
UNCHANGED7,8727,87200%$940.9K$989.3K+$48.4K2026-10-26
PKS Advisory Services, LLC
UNCHANGED7,8547,85400%$938.9K$938.9K$02026-10-26
Private Trust Co NA
INCREASED7,8447,385+459+6%$882.6K$985.7K+$103.1K2026-10-20
Alchemi Wealth, LLC
DECREASED7,8078,162-355-4%$975.6K$981.2K+$5.6K2026-11-04
Financial Insights, Inc.
INCREASED7,7547,668+86+1%$916.5K$974.4K+$58.0K2026-10-27
Financial Life Advisors
UNCHANGED7,6977,69700%$919.9K$967.3K+$47.3K2026-10-14
October Effect Ltd
DECREASED7,6897,954-265-3%$950.7K$966.3K+$15.6K2026-10-20
Forvis Mazars Wealth Advisors, LLC
DECREASED7,6897,774-85-1%$929.1K$966.2K+$37.1K2026-10-13
Cornerstone National Bank & Trust Co
DECREASED7,6887,768-80-1%$910.6K$976.5K+$65.9K2026-10-20
Squire Investment Management Company, LLC
UNCHANGED7,6857,68500%$918.5K$965.7K+$47.3K2026-11-03
Hillcrest Wealth Advisors - NY, LLC
DECREASED7,6759,850-2,175-22%$1.2M$964.5K-$212.8K2026-10-22
Onyx Bridge Wealth Group LLC
INCREASED7,6657,527+138+2%$899.7K$963.3K+$63.7K2026-10-16
Fragasso Financial Advisors Inc
INCREASED7,6146,420+1,194+19%$767.3K$974.4K+$207.2K2026-10-13
Burney Co/
INCREASED7,6126,729+883+13%$804.3K$956.6K+$152.4K2026-10-15
Balance Wealth Partners LLC
DECREASED7,5487,948-400-5%$949.9K$948.5K-$1.4K2026-10-27
Hudock, Inc.
DECREASED7,5197,710-191-2%$921.5K$944.9K+$23.4K2026-10-14
Rossby Financial, LCC
INCREASED7,4906,233+1,257+20%$745.0K$941.3K+$196.3K2026-11-05
LightSquare Wealth Management, LLC
DECREASED7,4897,941-452-6%$949.1K$941.2K-$7.9K2026-11-03
Financial Guidance Group, Inc.
UNCHANGED7,4887,48800%$895.0K$941.0K+$46.1K2026-10-21
Bare Financial Services, Inc
DECREASED7,4557,841-386-5%$937.2K$936.9K-$3022026-11-04
Eastern Bank
INCREASED7,4467,122+324+5%$851.2K$935.7K+$84.5K2026-10-05
Stevens Capital Partners
INCREASED7,4326,309+1,123+18%$754.1K$934.0K+$179.9K2026-10-29
Quantum Private Wealth, LLC
UNCHANGED7,4107,41000%$885.6K$931.2K+$45.6K2026-10-20
Marble Harbor Investment Counsel, LLC
UNCHANGED7,4007,40000%$884.4K$930.0K+$45.5K2026-11-06
Grey Fox Wealth Advisors, LLC
INCREASED7,3935,046+2,347+47%$603.0K$929.1K+$326.0K2026-11-03
Integral Investment Advisors, Inc.
UNCHANGED7,3907,39000%$883.3K$928.7K+$45.5K2026-11-03
Chemung Canal Trust Co
DECREASED7,3787,632-254-3%$912.2K$927.2K+$15.0K2026-11-04
Farmers & Merchants Investments Inc
UNCHANGED7,3787,37800%$881.8K$927.2K+$45.4K2026-10-22
Timonier Family Office, Ltd.
UNCHANGED7,3607,36000%$879.7K$924.9K+$45.3K2026-11-03
Peoples Bank
DECREASED7,3547,372-180%$881.1K$924.2K+$43.1K2026-10-26
Everett Harris & Co
UNCHANGED7,3507,35000%$878.5K$923.7K+$45.2K2026-10-28
Allspring Global Investments Holdings, LLC
INCREASED7,3225,309+2,013+38%$622.3K$930.0K+$307.6K2026-11-04
Lunt Capital Management, Inc.
UNCHANGED7,3207,32000%$874.9K$919.9K+$45.0K2026-10-30
Cyndeo Wealth Partners, LLC
INCREASED7,3082,917+4,391+151%$348.6K$918.4K+$569.8K2026-10-16
Plan Group Financial, LLC
DECREASED7,3058,556-1,251-15%$1.0M$878.0K-$144.6K2026-10-22
D'Orazio & Associates, Inc.
UNCHANGED7,2887,28800%$871.0K$915.9K+$44.8K2026-11-04
Private Client Services, LLC
INCREASED7,2786,759+519+8%$807.9K$914.7K+$106.8K2026-10-02
LMG Wealth Partners, LLC
UNCHANGED7,2727,27200%$869.1K$913.9K+$44.7K2026-11-05
Univest Financial Corp
DECREASED7,2567,928-672-8%$947.6K$911.9K-$35.7K2026-11-05
SP Asset Management LLC
DECREASED7,2067,211-50%$861.8K$905.6K+$43.8K2026-11-05
Montis Financial, LLC
DECREASED7,2057,282-77-1%$870.4K$905.5K+$35.1K2026-11-04
IVC Wealth Advisors LLC
DECREASED7,1537,423-270-4%$887.2K$898.9K+$11.7K2026-10-23
Aprio Wealth Management, LLC
INCREASED7,1347,083+51+1%$846.6K$896.6K+$50.0K2026-10-28
FWG Investments, Llc.
INCREASED7,0736,240+833+13%$745.8K$888.8K+$143.0K2026-11-03
Ridgeline Wealth, LLC
INCREASED7,0136,472+541+8%$773.5K$887.0K+$113.5K2026-10-14
Keudell ison Wealth Management
INCREASED6,9846,440+544+8%$769.7K$877.7K+$108.0K2026-10-16
Nadler Financial Group, Inc.
UNCHANGED6,9686,96800%$832.8K$875.7K+$42.9K2026-10-23
Mengis Capital Management, Inc.
DECREASED6,9647,064-100-1%$844.3K$875.2K+$30.9K2026-10-13
West Wealth Group, LLC
INCREASED6,9375,008+1,929+39%$598.6K$871.7K+$273.1K2026-10-14
AdvisorNet Financial, Inc
INCREASED6,9336,474+459+7%$773.7K$851.7K+$78.0K2026-10-15
DT Investment Partners, LLC
INCREASED6,9215,727+1,194+21%$684.5K$869.8K+$185.3K2026-10-27
Eubel Brady & Suttman Asset Management Inc
UNCHANGED6,9126,91200%$826.0K$869-$825.1K2026-11-04
Encompass Wealth Advisors, LLC
INCREASED6,8443,375+3,469+103%$403.4K$860.2K+$456.8K2026-10-15
Arthur M. Cohen & Associates, LLC
INCREASED6,8155,176+1,639+32%$618.6K$856.5K+$237.8K2026-10-26
Hilton Head Capital Partners, LLC
DECREASED6,8137,127-314-4%$851.8K$856.2K+$4.4K2026-10-23
Dorato Capital Management
DECREASED6,7917,468-677-9%$881.8K$878.6K-$3.3K2026-10-08
Penobscot Investment Management Company, Inc.
INCREASED6,7886,344+444+7%$758.2K$853.0K+$94.8K2026-10-26
Moneco Advisors, LLC
DECREASED6,7376,890-153-2%$823.5K$846.6K+$23.1K2026-11-05
Abound Wealth Management
INCREASED6,7265,103+1,623+32%$609.9K$845.3K+$235.4K2026-10-26
J. L. Bainbridge & Co., Inc.
UNCHANGED6,6646,66400%$796.5K$837.5K+$41.0K2026-10-20
Procyon Advisors, LLC
INCREASED6,6276,605+22+0%$789.4K$832.9K+$43.4K2026-10-21
Sepio Capital, LP
INCREASED6,6266,625+1+0%$791.8K$832.7K+$40.9K2026-10-22
Clearwater Capital Advisors, LLC
DECREASED6,6216,968-347-5%$832.8K$832.1K-$7542026-11-06
Fairvoy Private Wealth, LLC
DECREASED6,6056,688-83-1%$799.4K$830.1K+$30.7K2026-10-19
Curbstone Financial Management Corp
DECREASED6,5727,472-900-12%$893.1K$825.9K-$67.2K2026-10-21
Red Mountain Financial, LLC
DECREASED6,5707,201-631-9%$860.6K$825.7K-$34.9K2026-11-03
Werba Rubin Papier Wealth Management
INCREASED6,5616,560+1+0%$784.1K$824.6K+$40.5K2026-11-06
JFS Wealth Advisors, LLC
UNCHANGED6,5206,52000%$779.3K$819.4K+$40.1K2026-11-03
Exchange Traded Concepts, LLC
DECREASED6,49338,945-32,452-83%$4.7M$816.0K-$3.8M2026-10-28
Nearside Advisors, LLC
NEW6,480—+6,480——$814.3K—2026-10-20
Sterling Investment Counsel, LLC
INCREASED6,4766,472+4+0%$773.5K$813.8K+$40.3K2026-10-19
Tred Avon Family Wealth, LLC
INCREASED6,4506,400+50+1%$764.9K$810.6K+$45.6K2026-10-20
Bank Pictet & Cie (Europe) AG
DECREASED6,44211,923-5,481-46%$1.4M$809.6K-$615.5K2026-10-20
Legacy Wealth Management, LLC / MS
UNCHANGED6,4286,42800%$768.3K$807.9K+$39.6K2026-10-30
Grantvest Financial Group LLC
DECREASED6,4246,525-101-2%$779.9K$807.3K+$27.4K2026-10-21
CFS Investment Advisory Services, LLC
UNCHANGED6,3926,39200%$732.8K$829.7K+$96.9K2026-10-19
Chilton Capital Management LLC
UNCHANGED6,3686,36800%$761.1K$800.3K+$39.2K2026-10-28
WealthBridge Capital Management, LLC
INCREASED6,3026,298+4+0%$752.7K$792.0K+$39.2K2026-10-16
Wealth Dimensions Group, Ltd.
INCREASED6,2923,828+2,464+64%$457.6K$790.7K+$333.2K2026-11-02
Independent Wealth Network Inc.
INCREASED6,2915,846+445+8%$698.7K$790.6K+$91.9K2026-10-19
Integris Wealth Management, LLC
INCREASED6,2606,254+6+0%$747.4K$786.7K+$39.3K2026-10-14
Atala Financial Inc
INCREASED6,2036,069+134+2%$725.3K$779.6K+$54.2K2026-10-22
Interchange Capital Partners, LLC
UNCHANGED6,1706,17000%$737.3K$775.3K+$37.9K2026-10-28
Clear Creek Financial Management, LLC
DECREASED6,1526,201-49-1%$741.2K$773.1K+$32.0K2026-10-28
Hamilton Point Investment Advisors, LLC
UNCHANGED6,1446,14400%$734.3K$772.1K+$37.8K2026-11-03
Wealth Advisors Northwest LLC
UNCHANGED6,1446,14400%$734.3K$772.1K+$37.8K2026-10-29
United Community Bank
UNCHANGED6,1206,12000%$731.5K$769.1K+$37.6K2026-10-28
Nicholas Hoffman & Company, Llc.
INCREASED6,1185,568+550+10%$665.5K$768.9K+$103.4K2026-10-30
Saxony Capital Management, LLC
INCREASED6,1024,734+1,368+29%$565.8K$766.8K+$201.0K2026-10-15
Millennium Capital Advisors, LLC
INCREASED6,0866,079+7+0%$726.6K$764.9K+$38.3K2026-10-16
Aaron Wealth Advisors LLC
UNCHANGED6,0806,08000%$726.7K$764.1K+$37.4K2026-10-13
Madson Wealth Advisors Inc
INCREASED6,0664,189+1,877+45%$500.7K$762.3K+$261.6K2026-10-13
J. Safra Sarasin Holding AG
DECREASED6,0646,683-619-9%$799.0K$762.1K-$36.9K2026-10-26
1834 Investment Advisors Co
UNCHANGED6,0446,04400%$722.4K$759.6K+$37.2K2026-10-16
McCollum Christoferson Group LLC
DECREASED6,0426,472-430-7%$773.5K$759.3K-$14.2K2026-10-13
Correct Capital Wealth Management
UNCHANGED6,0086,00800%$718.1K$755.0K+$36.9K2026-11-02
Chemistry Wealth Management LLC
INCREASED6,0046,002+2+0%$717.3K$754.5K+$37.1K2026-10-16
Indivisible Partners
DECREASED6,0036,104-101-2%$729.6K$754.4K+$24.8K2026-10-26
My Personal CFO, LLC
INCREASED5,9905,987+3+0%$715.5K$752.8K+$37.3K2026-10-14
LexAurum Advisors, LLC
DECREASED5,9836,644-661-10%$794.1K$751.9K-$42.2K2026-10-19
RFG Holdings, Inc.
INCREASED5,9635,959+4+0%$712.3K$749.4K+$37.1K2026-10-30
GSG Advisors LLC
UNCHANGED5,9575,95700%$712.0K$748.6K+$36.7K2026-11-03
Stephenson & Company, Inc.
NEW5,949—+5,949——$747.6K—2026-10-30
Optivise Advisory Services LLC
DECREASED5,9406,123-183-3%$731.9K$746.5K+$14.7K2026-10-19
Legacy Financial Group, Inc.
UNCHANGED5,9215,92100%$707.7K$744.1K+$36.5K2026-10-21
Rakuten Securities, Inc.
INCREASED5,9045,411+493+9%$646.7K$742.0K+$95.2K2026-11-02
Ellis Investment Partners, LLC
INCREASED5,8995,893+6+0%$704.4K$741.4K+$37.0K2026-10-21
Essex Bank
INCREASED5,8895,312+577+11%$634.9K$740.1K+$105.2K2026-10-16
Coquina Private Wealth LLC
DECREASED5,8807,213-1,333-18%$862.1K$738.9K-$123.2K2026-10-27
Caliber Wealth Management, LLC / KS
DECREASED5,8805,947-67-1%$710.8K$739.0K+$28.2K2026-11-04
Sharper & Granite LLC
DECREASED5,86144,424-38,563-87%$5.3M$4.1M-$1.2M2026-11-02
Fortitude Advisory Group L.L.C.
DECREASED5,7996,829-1,030-15%$816.2K$728.8K-$87.4K2026-10-15
Graves Light Lenhart Wealth, Inc.
DECREASED5,7587,838-2,080-27%$936.8K$723.6K-$213.2K2026-10-09
Grey Ledge Advisors, LLC
DECREASED5,7005,723-230%$684.0K$716.3K+$32.3K2026-11-02
Ashton Thomas Securities, LLC
DECREASED5,6475,688-41-1%$679.8K$709.6K+$29.8K2026-10-26
Tannin Capital LLC
DECREASED5,6325,638-60%$673.9K$707.8K+$33.9K2026-11-05
Fermata Advisors, LLC
INCREASED5,6015,370+231+4%$641.8K$703.8K+$62.0K2026-10-13
Van Cleef Asset Management,Inc
UNCHANGED5,6005,60000%$669.3K$703.8K+$34.4K2026-10-20
Progressive Investment Management Corp
UNCHANGED5,6005,60000%$669.3K$703.8K+$34.4K2026-10-26
Sweeney & Michel, LLC
INCREASED5,5835,578+5+0%$677.4K$701.7K+$24.3K2026-10-16
Archer Investment Corp
DECREASED5,5826,602-1,020-15%$789.1K$701.5K-$87.6K2026-11-05
Smith Chas P & Associates PA Cpas
UNCHANGED5,5765,57600%$666.4K$662.6K-$3.8K2026-10-22
Solutions 4 Wealth, Ltd
UNCHANGED5,5765,57600%$666.4K$700.7K+$34.3K2026-11-03
Garrett Wealth Advisory Group, LLC
UNCHANGED5,5525,55200%$663.6K$697.7K+$34.1K2026-10-22
Asset Planning Services Inc
DECREASED5,5465,748-202-4%$687.0K$697-$686.3K2026-10-15
Elser Financial Planning, Inc
INCREASED5,5355,512+23+0%$658.8K$695.6K+$36.8K2026-10-16
Veery Capital, LLC
NEW5,529—+5,529——$694.8K—2026-10-07
CGN Advisors LLC
INCREASED5,5235,472+51+1%$654.0K$694.1K+$40.0K2026-10-21
Lauterbach Financial Advisors, LLC
UNCHANGED5,5185,51800%$659.5K$693.5K+$34.0K2026-10-21
Friday Financial
UNCHANGED5,5125,51200%$628.7K$700.1K+$71.4K2026-10-09
Mustard Seed Financial, LLC
INCREASED5,4974,845+652+13%$579.0K$690.8K+$111.8K2026-10-30
InTrack Investment Management Inc
UNCHANGED5,4945,49400%$656.6K$690.4K+$33.8K2026-10-15
Home Federal Bank of Tennessee
UNCHANGED5,4805,48000%$655.0K$688.7K+$33.7K2026-10-15
Accel Wealth Management
DECREASED5,4716,103-632-10%$729.4K$687.5K-$41.9K2026-10-13
Obsidian CIO, LLC
INCREASED5,4692,160+3,309+153%$258.1K$687.3K+$429.2K2026-11-05
Mcdaniel Terry & Co
INCREASED5,4603,670+1,790+49%$438.6K$686.2K+$247.5K2026-11-05
Caldwell Trust Co
DECREASED5,4606,060-600-10%$724.3K$686.2K-$38.1K2026-10-30
Founders Financial Securities LLC
DECREASED5,4405,444-40%$650.7K$683.6K+$32.9K2026-10-28
Westside Investment Management, Inc.
DECREASED5,4385,688-250-4%$679.8K$686.1K+$6.3K2026-11-02
Sound Income Strategies, LLC
INCREASED5,4264,671+755+16%$558.3K$690.5K+$132.2K2026-10-09
Retirement Solution LLC
INCREASED5,3845,298+86+2%$633.2K$676.6K+$43.4K2026-10-27
Welch & Forbes LLC
UNCHANGED5,3605,36000%$640.6K$673.6K+$33.0K2026-11-04
Atlas Private Wealth Advisors
INCREASED5,3214,677+644+14%$559.0K$668.7K+$109.6K2026-10-23
Clark Asset Management, LLC
DECREASED5,3105,513-203-4%$658.9K$667.3K+$8.4K2026-10-19
Missouri Trust & Investment Co
DECREASED5,3005,400-100-2%$611.0K$666.1K+$55.0K2026-11-04
Purkiss Capital Advisors LLC
UNCHANGED5,2805,28000%$631.1K$663.5K+$32.5K2026-11-06
TCI Wealth Advisors, Inc.
DECREASED5,2665,699-433-8%$681.1K$661.7K-$19.4K2026-10-30
Bay Capital Advisors, LLC
DECREASED5,2665,306-40-1%$634.2K$661.8K+$27.6K2026-10-16
SJS Investment Consulting Inc.
INCREASED5,2665,251+15+0%$627.6K$661.8K+$34.2K2026-10-26
Chicago Capital, LLC
INCREASED5,2593,040+2,219+73%$363.3K$660.9K+$297.6K2026-10-13
Eclectic Associates Inc
DECREASED5,2565,269-130%$629.7K$660.6K+$30.8K2026-10-09
Key Client Fiduciary Advisors, LLC
INCREASED5,2215,219+2+0%$623.8K$656.1K+$32.3K2026-10-19
Fjell Capital, LLC
DECREASED5,1805,232-52-1%$625.3K$651.0K+$25.6K2026-10-13
SilverOak Wealth Management LLC
INCREASED5,1484,952+196+4%$591.9K$646.9K+$55.1K2026-10-29
Brady Martz Wealth Solutions, LLC
INCREASED5,1444,624+520+11%$552.7K$646.4K+$93.8K2026-11-05
Catalyst Financial Partners LLC
INCREASED5,1354,222+913+22%$504.6K$645.3K+$140.6K2026-11-06
Milestones Private Investment Advisors LLC
UNCHANGED5,1045,10400%$610.0K$641.4K+$31.4K2026-10-19
Crown Wealth Group, LLC
UNCHANGED5,0885,08800%$608.1K$639.4K+$31.3K2026-10-19
Flywheel Private Wealth LLC
UNCHANGED5,0875,08700%$608.0K$639.3K+$31.3K2026-11-02
High Point Wealth Management, LLC
DECREASED5,0655,180-115-2%$619.1K$636.5K+$17.4K2026-11-05
Cape Investment Advisory, Inc.
INCREASED5,0564,081+975+24%$487.8K$635.3K+$147.5K2026-10-13
M. Kraus & Co
DECREASED5,0475,397-350-6%$507.5K$502.2K-$5.3K2026-10-20
Baron Financial Group, LLC
UNCHANGED5,0245,02400%$600.5K$631.4K+$30.9K2026-10-09
Sims Investment Management, LLC
DECREASED5,0005,600-600-11%$669.3K$628.4K-$41.0K2026-10-13
Mezzasalma Advisors, LLC
DECREASED5,0005,431-431-8%$649.1K$628.4K-$20.8K2026-10-14
Koshinski Asset Management, Inc.
DECREASED4,9925,000-80%$597.6K$627.4K+$29.7K2026-10-29
PUREfi Wealth, LLC
UNCHANGED4,9724,97200%$594.2K$624.8K+$30.6K2026-10-19
Roman Butler Fullerton & Co
INCREASED4,9544,949+5+0%$572.0K$596.1K+$24.1K2026-10-27
Woodley Farra Manion Portfolio Management Inc
INCREASED4,9334,929+4+0%$589.1K$620.0K+$30.9K2026-11-05
Terra Nova Asset Management LLC
UNCHANGED4,9204,92000%$588.0K$618.3K+$30.3K2026-10-13
Members Wealth LLC
INCREASED4,9174,733+184+4%$565.7K$636.1K+$70.4K2026-10-20
MCF Advisors LLC
DECREASED4,8865,034-148-3%$601.6K$614.1K+$12.4K2026-10-28
TFB Advisors LLC
INCREASED4,8744,685+189+4%$560.0K$612.5K+$52.6K2026-11-02
Sapient Capital LLC
DECREASED4,8565,136-280-5%$613.9K$610.3K-$3.6K2026-10-08
Collective Family Office LLC
INCREASED4,8294,704+125+3%$562.2K$606.9K+$44.6K2026-10-05
Aspect Partners, LLC
UNCHANGED4,8264,82600%$576.8K$606.5K+$29.7K2026-10-20
Townsend & Associates, Inc
UNCHANGED4,8254,82500%$546.3K$573.3K+$27.0K2026-10-23
Liberty Capital Management, Inc.
DECREASED4,8005,115-315-6%$611.4K$603.2K-$8.2K2026-11-02
Investment Advisory Services Inc
UNCHANGED4,8004,80000%$573.7K$603.2K+$29.5K2026-10-27
Tempus Wealth Planning, LLC
DECREASED4,7994,819-200%$576.0K$603.1K+$27.2K2026-10-14
True Link Financial Advisors, LLC
INCREASED4,7984,056+742+18%$484.8K$603.0K+$118.2K2026-10-27
Summa Corp.
UNCHANGED4,7964,79600%$573.2K$602.7K+$29.5K2026-10-30
Lyell Wealth Management, LP
INCREASED4,7514,478+273+6%$535.2K$597.0K+$61.8K2026-10-30
Hamilton Capital, LLC
UNCHANGED4,7444,74400%$567.0K$596.2K+$29.2K2026-10-08
Moss Adams Wealth Advisors LLC
INCREASED4,7294,597+132+3%$549.5K$594.3K+$44.8K2026-10-28
RDA Financial Network
UNCHANGED4,7244,72400%$564.6K$593.7K+$29.1K2026-10-15
WealthPlan Investment Management, LLC
INCREASED4,7164,706+10+0%$562.5K$592.7K+$30.2K2026-10-15
Klingman & Associates, LLC
DECREASED4,6724,735-63-1%$565.9K$587.1K+$21.2K2026-10-20
Astra Wealth Partners LLC
UNCHANGED4,6484,64800%$555.5K$584.1K+$28.6K2026-11-06
Lynx Investment Advisory
DECREASED4,6387,593-2,955-39%$907.5K$582.9K-$324.6K2026-10-27
Tsfg, LLC
DECREASED4,62329,416-24,793-84%$3.5M$581-$3.5M2026-10-23
Mayfair Advisory Group, LLC
UNCHANGED4,6194,61900%$523.3K$580.5K+$57.1K2026-10-20
Barnes Dennig Private Wealth Management LLC
INCREASED4,6024,064+538+13%$485.7K$578.3K+$92.6K2026-10-30
Mystic Asset Management, Inc.
INCREASED4,5854,456+129+3%$532.6K$576.2K+$43.6K2026-10-15
Advisor Resource Council
DECREASED4,5755,346-771-14%$622.1K$591.1K-$31.0K2026-11-05
BridgePort Financial Solutions, LLC
NEW4,568—+4,568——$574.1K—2026-11-02
Yoder Wealth Management, Inc.
UNCHANGED4,5684,56800%$546.0K$574.1K+$28.1K2026-10-13
One Way Holdings LLC
DECREASED4,5564,679-123-3%$559.2K$572.6K+$13.3K2026-10-29
VAN Strum & Towne Inc.
UNCHANGED4,5444,54400%$543.1K$571.0K+$27.9K2026-11-06
Syntegra Private Wealth Group, LLC
UNCHANGED4,5364,53600%$542.1K$570.1K+$28.0K2026-10-13
MBE Wealth Management, LLC
DECREASED4,5224,547-25-1%$543.5K$568.3K+$24.8K2026-10-26
DWM Financial Group, Inc.
INCREASED4,514563+3,951+702%$424.0K$567.2K+$143.2K2026-10-28
Walkner Condon Financial Advisors LLC
DECREASED4,5144,659-145-3%$556.9K$567.3K+$10.4K2026-11-02
Piedmont Capital Management, LLC
DECREASED4,5125,698-1,186-21%$681.1K$567.0K-$114.0K2026-10-21
LJI Wealth Management, LLC
INCREASED4,5104,500+10+0%$537.8K$566.8K+$28.9K2026-10-28
Sheets Smith Wealth Management
DECREASED4,5074,705-198-4%$562.3K$566.5K+$4.1K2026-10-16
RVW Wealth, LLC
DECREASED4,5044,560-56-1%$545.0K$566.0K+$21.0K2026-10-06
Armor Investment Advisors, LLC
UNCHANGED4,4964,49600%$537.4K$565.0K+$27.7K2026-10-27
Greenfield Seitz Capital Management, LLC
UNCHANGED4,4804,48000%$535.5K$563.0K+$27.6K2026-10-29
Signature Wealth Management Partners, LLC
UNCHANGED4,4564,45600%$532.6K$560.0K+$27.4K2026-10-21
Strategic Point Investment Advisors, LLC
UNCHANGED4,4544,45400%$532.3K$559.7K+$27.4K2026-10-29
Sterling Wealth Management, Inc.
DECREASED4,4454,532-87-2%$541.7K$558.6K+$16.9K2026-10-23
Gradient Investments LLC
DECREASED4,4395,352-913-17%$639.7K$557.9K-$81.8K2026-10-08
Commonwealth Financial Services, LLC
UNCHANGED4,4304,43000%$529.4K$556.7K+$27.2K2026-10-20
Capital Asset Advisory Services LLC
UNCHANGED4,3924,39200%$524.9K$520.9K-$4.0K2026-10-30
Security National Bank
UNCHANGED4,3684,36800%$522.1K$548.9K+$26.9K2026-10-26
Ironwood Financial, llc
INCREASED4,3664,321+45+1%$499.4K$548.7K+$49.3K2026-10-20
Accelerate Investment Advisors LLC
UNCHANGED4,3604,36000%$521.1K$547.9K+$26.8K2026-11-02
Semus Wealth Partners LLC
INCREASED4,3544,352+2+0%$520.1K$547.2K+$27.1K2026-10-22
Wealth Alliance Advisory Group, LLC
INCREASED4,3524,266+86+2%$509.9K$546.9K+$36.9K2026-10-14
Berman McAleer LLC
UNCHANGED4,3524,35200%$520.2K$546.9K+$26.8K2026-10-16
CX Institutional
DECREASED4,34293,227-88,885-95%$11.1K$546-$10.6K2026-10-02
Boltwood Capital Management
UNCHANGED4,3414,34100%$518.8K$545.5K+$26.7K2026-10-02
Parisi Gray Wealth Management
DECREASED4,3004,379-79-2%$523.4K$540.4K+$17.0K2026-10-16
Argonautica Private Wealth Management, Inc
DECREASED4,29114,998-10,707-71%$1.8M$539.3K-$1.3M2026-11-02
Fonville Wealth Management LLC
DECREASED4,2715,249-978-19%$627.4K$536.7K-$90.6K2026-10-28
Carl P. Sherr & Co., LLC
DECREASED4,2694,302-33-1%$514.2K$536.5K+$22.3K2026-11-06
Allen Mooney & Barnes Investment Advisors LLC
UNCHANGED4,2644,26400%$509.6K$535.9K+$26.2K2026-10-08
Ibex Wealth Advisors
DECREASED4,2554,406-151-3%$526.6K$534.8K+$8.2K2026-11-06
Richmond Investment Services, LLC
INCREASED4,2542,262+1,992+88%$270.3K$534.6K+$264.3K2026-10-29
Glenview Trust Co
INCREASED4,2534,248+5+0%$507.7K$534.5K+$26.8K2026-10-28
Monetary Solutions, Ltd
UNCHANGED4,2484,24800%$507.7K$533.8K+$26.1K2026-10-22
Tanager Wealth Management LLP
UNCHANGED4,2324,23200%$505.8K$531.8K+$26.0K2026-10-19
Howard Capital Management, LLC
UNCHANGED4,2164,21600%$503.9K$529.8K+$25.9K2026-10-16
Harbor Investment Advisory, LLC
INCREASED4,2093,432+777+23%$410.2K$528.9K+$118.8K2026-10-13
F&V Capital Management, LLC
UNCHANGED4,2054,20500%$503.0K$528-$502.5K2026-10-19
Grove Bank & Trust
UNCHANGED4,2004,20000%$502.0K$527.8K+$25.8K2026-10-08
TrueWealth Advisors, LLC
UNCHANGED4,1924,19200%$501.0K$526.8K+$25.8K2026-10-09
Next Level Private LLC
DECREASED4,1884,273-85-2%$510.7K$526.2K+$15.6K2026-10-20
Meredith Wealth Planning
INCREASED4,1754,170+5+0%$498.4K$524.6K+$26.3K2026-10-14
Farrell Financial LLC
DECREASED4,1654,173-80%$498.7K$523.4K+$24.7K2026-10-16
Activest Wealth Management
INCREASED4,1622,722+1,440+53%$325.3K$523.0K+$197.7K2026-10-15
First Business Financial Services, Inc.
UNCHANGED4,1524,15200%$496.2K$521.8K+$25.5K2026-10-29
Taylor & Morgan Wealth Management, LLC
UNCHANGED4,1204,12000%$492.4K$517.8K+$25.3K2026-10-09
Boston Trust Walden Corp
UNCHANGED4,1204,12000%$492.4K$517.8K+$25.3K2026-10-30
Orba Wealth Advisors, L.L.C.
INCREASED4,1144,034+80+2%$482.2K$517.1K+$34.9K2026-10-23
Foguth Wealth Management, Llc.
INCREASED4,1083,421+687+20%$387.4K$488.1K+$100.7K2026-10-19
Greenspring Advisors, LLC
UNCHANGED4,1044,10400%$490.5K$515.8K+$25.2K2026-11-05
Guidance Point Advisors, LLC
INCREASED4,0994,094+5+0%$489.6K$515.4K+$25.8K2026-10-15
Uptown Financial Advisors LLC
UNCHANGED4,0974,09700%$489.7K$514.9K+$25.2K2026-10-15
Summit Financial Strategies, Inc.
UNCHANGED4,0974,09700%$489.6K$514.8K+$25.2K2026-10-14
Midwest Financial Group LLC
DECREASED4,0964,108-120%$491.0K$514.7K+$23.7K2026-10-15
Frank, Rimerman Advisors LLC
UNCHANGED4,0964,09600%$489.6K$514.7K+$25.2K2026-10-16
Foster Victor Wealth Advisors, LLC
INCREASED4,0892,514+1,575+63%$294.5K$492.0K+$197.6K2026-10-21
Jamison Private Wealth Management, Inc.
UNCHANGED4,0734,07300%$486.8K$511.9K+$25.1K2026-10-14
Northwest Financial Advisors
UNCHANGED4,0634,06300%$485.6K$510.6K+$25.0K2026-10-27
Wolff Wiese Magana LLC
INCREASED4,0612,544+1,517+60%$304.1K$510.3K+$206.3K2026-10-15
Rosenberg Matthew Hamilton
INCREASED4,0564,000+56+1%$478.1K$509.7K+$31.6K2026-10-05
Colonial River Investments, LLC
DECREASED4,0294,066-37-1%$486.0K$506.3K+$20.4K2026-10-19
Angeles Wealth Management, LLC
INCREASED4,0253,745+280+7%$447.6K$505.8K+$58.2K2026-10-26
Parkside Financial Bank & Trust
INCREASED4,0173,960+57+1%$473.3K$504.9K+$31.6K2026-10-27
Bullock Wealth Management Group
INCREASED4,0114,006+5+0%$469.6K$509.4K+$39.8K2026-10-09
Pioneer Trust Bank N A
UNCHANGED4,0004,00000%$478.1K$502.7K+$24.6K2026-11-06
Keystone Wealth Services, LLC
DECREASED3,9964,132-136-3%$493.9K$498.9K+$5.0K2026-11-03
Traphagen Investment Advisors LLC
INCREASED3,9943,904+90+2%$466.6K$501.9K+$35.3K2026-10-14
Schneider Downs Wealth Management Advisors, LP
DECREASED3,9884,158-170-4%$496.9K$501.2K+$4.3K2026-10-27
Lotus Asset Management LLC
INCREASED3,9673,365+602+18%$402.1K$498.4K+$96.3K2026-10-14
Skyline Advisors, Inc.
INCREASED3,9533,291+662+20%$393.3K$496.8K+$103.5K2026-11-03
SC&H Financial Advisors, Inc.
DECREASED3,9524,594-642-14%$549.0K$496.6K-$52.4K2026-10-14
Herold Advisors, Inc.
INCREASED3,9433,844+99+3%$459.0K$495.6K+$36.6K2026-10-19
Gamma Investing LLC
INCREASED3,9293,896+33+1%$465.7K$493.8K+$28.1K2026-10-08
TriaGen Wealth Management LLC
INCREASED3,9283,920+8+0%$468.5K$493.6K+$25.1K2026-10-14
Creekside Partners
DECREASED3,9083,909-10%$467.2K$491.1K+$23.9K2026-11-04
John G Ullman & Associates Inc
DECREASED3,9044,598-694-15%$549.6K$490.6K-$58.9K2026-11-04
Financial Solutions Advisory Group, Inc.
UNCHANGED3,8643,86400%$454.8K$459.2K+$4.3K2026-10-28
Cornerstone Wealth Group, LLC
DECREASED3,8583,976-118-3%$475.2K$484.8K+$9.6K2026-11-02
Channel Wealth LLC
INCREASED3,8503,702+148+4%$442.4K$483.8K+$41.3K2026-11-06
Hendershot Investments Inc.
NEW3,848—+3,848——$483.6K—2026-11-05
Vaquero Private Wealth, LTD
UNCHANGED3,8483,84800%$459.9K$483.6K+$23.7K2026-10-27
Glass Jacobson Investment Advisors llc
INCREASED3,8283,824+4+0%$457.0K$481.1K+$24.1K2026-10-26
Nfsg Corp
INCREASED3,8252,387+1,438+60%$285.3K$480.7K+$195.4K2026-10-15
Courier Capital LLC
DECREASED3,8123,897-85-2%$465.8K$479.1K+$13.3K2026-10-19
Stonebridge Financial Group, LLC
INCREASED3,8033,788+15+0%$452.7K$478.0K+$25.3K2026-10-01
MKT Advisors LLC
INCREASED3,7873,727+60+2%$425.1K$482.0K+$56.8K2026-10-20
Thayer Financial, L.L.C.
NEW3,768—+3,768——$478.6K—2026-10-21
World Equity Group, Inc.
DECREASED3,7684,324-556-13%$516.8K$473.5K-$43.3K2026-10-14
Vaughan David Investments LLC
INCREASED3,7632,298+1,465+64%$275.0K$473-$274.5K2026-11-05
Retirement Investment Advisors, Inc.
UNCHANGED3,7523,75200%$433.7K$471.5K+$37.9K2026-10-22
PFW Advisors LLC
INCREASED3,7363,732+4+0%$446.1K$469.5K+$23.4K2026-10-07
Jeppson Wealth Management, LLC
INCREASED3,7323,728+4+0%$445.5K$469.0K+$23.4K2026-10-20
Rubicon Advisors, GP
INCREASED3,7303,684+46+1%$440.3K$468.7K+$28.4K2026-10-23
Tilia Fiduciary Partners, Inc.
UNCHANGED3,7103,71000%$443.4K$466.2K+$22.8K2026-10-09
Matisse Capital
INCREASED3,6943,633+61+2%$434.3K$464.2K+$30.0K2026-10-29
Redhawk Wealth Advisors, Inc.
DECREASED3,6938,002-4,309-54%$956.4K$464.1K-$492.3K2026-10-14
BCS Wealth Management
DECREASED3,6934,133-440-11%$493.9K$464.1K-$29.9K2026-11-03
Vested Financial Planning, LLC
UNCHANGED3,6883,68800%$440.8K$463.5K+$22.7K2026-10-28
Adamsbrown Wealth Consultants LLC
INCREASED3,6853,490+195+6%$417.1K$463.1K+$46.0K2026-10-20
Infinity Wealth Counsel, LLC
UNCHANGED3,6673,66700%$438.3K$460.8K+$22.6K2026-10-15
Golden State Wealth Management, LLC
INCREASED3,6613,132+529+17%$374.4K$460.2K+$85.8K2026-11-02
Define Financial, LLC
INCREASED3,6573,653+4+0%$436.6K$459.6K+$23.0K2026-10-14
Emerald Advisors, LLC
UNCHANGED3,6323,63200%$434.1K$456.5K+$22.3K2026-10-13
KW Wealth Management LLC
NEW3,624—+3,624——$455.4K—2026-10-28
Alliance Wealth Advisors, LLC
INCREASED3,6243,416+208+6%$408.3K$455.4K+$47.1K2026-10-28
Apeiron RIA LLC
UNCHANGED3,6103,61000%$431.5K$458.5K+$27.0K2026-10-08
Atlas Brown,Inc.
INCREASED3,6093,606+3+0%$430.9K$453.6K+$22.6K2026-10-09
Investment Research Partners LLC
UNCHANGED3,6053,60500%$430.9K$453.0K+$22.2K2026-10-19
Avail Investment Partners, LLC
UNCHANGED3,6053,60500%$430.9K$453.0K+$22.2K2026-10-16
Obermeyer Wealth Partners
INCREASED3,5843,488+96+3%$416.9K$450.4K+$33.5K2026-10-21
Private Management Group Inc
DECREASED3,5683,750-182-5%$448.2K$448.4K+$1912026-11-04
Fiscal Wisdom Wealth Management, LLC
UNCHANGED3,5523,55200%$424.5K$446.4K+$21.8K2026-10-16
NBT Bank, N.A.
DECREASED3,54811,607-8,059-69%$1.4M$445.9K-$941.3K2026-10-21
Acorn Wealth Advisors, LLC
INCREASED3,5413,537+4+0%$422.8K$445.0K+$22.2K2026-10-19
Avion Wealth
INCREASED3,5223,521+1+0%$420.0K$442-$419.6K2026-11-04
Huntleigh Advisors, Inc.
UNCHANGED3,5203,52000%$420.7K$442.4K+$21.6K2026-11-03
Fearless Solutions, LLC dba Best Invest
DECREASED3,5133,546-33-1%$423.8K$441.5K+$17.7K2026-10-14
Peterson Wealth Advisors, LLC
INCREASED3,5003,496+4+0%$417.8K$439.8K+$22.0K2026-10-08
Stegent Equity Advisors, Inc.
DECREASED3,4984,110-612-15%$491.2K$439.6K-$51.6K2026-10-13
Bluesphere Advisors LLC
DECREASED3,4973,549-52-1%$424.1K$439.5K+$15.3K2026-10-19
Hill Island Financial LLC
UNCHANGED3,4963,49600%$417.8K$439.3K+$21.5K2026-10-20
Mattern Wealth Management LLC
UNCHANGED3,4883,48800%$416.9K$438.3K+$21.5K2026-11-04
Ipsen Advisor Group LLC
DECREASED3,4703,499-29-1%$418.2K$436.0K+$17.8K2026-10-29
Kelly Financial Services LLC
DECREASED3,4663,539-73-2%$423.0K$435.6K+$12.5K2026-10-20
D.B. Root & Company, LLC
UNCHANGED3,4563,45600%$413.1K$434.3K+$21.3K2026-11-04
Laurel Wealth Advisors LLC
DECREASED3,4323,532-100-3%$422.1K$431.3K+$9.2K2026-10-27
Endeavor Private Wealth, Inc.
UNCHANGED3,4323,43200%$410.2K$431.3K+$21.1K2026-11-05
Cornerstone Enterprises, LLC
INCREASED3,4102,040+1,370+67%$243.8K$428.5K+$184.7K2026-10-15
Pathway Financial Advisors LLC
DECREASED3,40623,112-19,706-85%$2.6M$428.0K-$2.2M2026-10-07
Marquette Asset Management, LLC
UNCHANGED3,3993,39900%$406.3K$427.2K+$20.9K2026-10-09
InvesTrust
DECREASED3,3983,818-420-11%$456.3K$427.0K-$29.3K2026-10-14
Vontobel Holding Ltd.
INCREASED3,3912,986+405+14%$356.9K$426.1K+$69.3K2026-10-16
Independent Wealth Advisors LLC
INCREASED3,3863,385+1+0%$404.6K$425.5K+$20.9K2026-10-27
Goldstein Advisors, LLC
UNCHANGED3,3833,38300%$404.3K$425.1K+$20.8K2026-10-15
JHP Wealth Management, LLC
INCREASED3,3802,786+594+21%$333.0K$424.8K+$91.8K2026-11-06
Sanchez Gaunt Capital Management, LLC
DECREASED3,3783,431-53-2%$410.1K$424.5K+$14.4K2026-11-03
Prosperity Advisers, LLC
INCREASED3,3623,274+88+3%$391.3K$422.5K+$31.2K2026-10-28
Hurlow Wealth Management Group, Inc.
INCREASED3,3623,360+2+0%$401.5K$422.6K+$21.0K2026-10-29
Elevate Wealth Advisory, Inc
INCREASED3,3503,241+109+3%$387.4K$421.0K+$33.6K2026-10-29
Bigelow Investment Advisors, LLC
DECREASED3,3424,142-800-19%$495.1K$420.0K-$75.1K2026-10-13
Parr Mcknight Wealth Management Group, LLC
DECREASED3,3363,928-592-15%$469.5K$419.3K-$50.2K2026-10-30
Heritage Investors Management Corp
DECREASED3,3354,140-805-19%$495.0K$419-$494.6K2026-10-29
Contravisory Investment Management, Inc.
NEW3,334—+3,334——$419.0K—2026-10-13
Quadcap Wealth Management, LLC
DECREASED3,3324,080-748-18%$487.6K$418.7K-$68.9K2026-11-02
Wespac Advisors SoCal, LLC
UNCHANGED3,3123,31200%$395.9K$416.2K+$20.4K2026-10-13
PPS&V Asset Management Consultants, Inc.
UNCHANGED3,3063,30600%$395.2K$415.5K+$20.3K2026-10-06
SFM, LLC d/b/a Sweeney Financial Advisors
UNCHANGED3,3043,30400%$394.9K$415.2K+$20.3K2026-10-14
Occidental Asset Management, LLC
UNCHANGED3,2983,29800%$394.1K$414.4K+$20.3K2026-11-05
JIM Saulnier & Associates, LLC
INCREASED3,2903,264+26+1%$390.1K$413.4K+$23.3K2026-11-04
Northbridge Financial Group, LLC
UNCHANGED3,2803,28000%$392.0K$425.7K+$33.7K2026-11-05
Madison Park Capital Advisors, LLC
DECREASED3,27820,000-16,722-84%$315.4K$412.0K+$96.6K2026-10-28
City Holding Co
UNCHANGED3,2763,27600%$391.5K$411.7K+$20.1K2026-10-19
Foundation Wealth Management, Llc\pa
DECREASED3,2643,994-730-18%$477.4K$410.2K-$67.2K2026-10-14
MB, Levis & Associates, LLC
INCREASED3,2533,250+3+0%$388.4K$408.9K+$20.5K2026-10-16
Tranquility Partners, LLC
INCREASED3,2513,249+2+0%$388.3K$408.6K+$20.3K2026-10-20
Equity Wealth Partners, LLC
DECREASED3,2393,457-218-6%$413.2K$407.1K-$6.1K2026-10-26
Altus Wealth Group LLC
UNCHANGED3,2323,23200%$386.3K$406.2K+$19.9K2026-10-20
Rise Advisors, LLC
INCREASED3,2253,221+4+0%$385.0K$405.3K+$20.3K2026-10-16
GFG Capital, LLC
INCREASED3,2193,216+3+0%$384.3K$404.6K+$20.2K2026-10-16
Legacy Financial Strategies, LLC
UNCHANGED3,2163,21600%$384.4K$404.2K+$19.8K2026-10-15
Morangie Management LLC
UNCHANGED3,2003,20000%$382.5K$402.1K+$19.7K2026-10-15
Echo45 Advisors LLC
NEW3,198—+3,198——$401.9K—2026-10-07
180 Wealth Advisors, LLC
DECREASED3,1833,241-58-2%$387.4K$400.0K+$12.7K2026-11-03
Crumly & Associates Inc.
INCREASED3,1722,896+276+10%$346.1K$398.6K+$52.5K2026-10-07
YHB Investment Advisors, Inc.
DECREASED3,1523,202-50-2%$382.7K$396.2K+$13.4K2026-10-08
Frederick Financial Consultants, LLC
UNCHANGED3,1283,12800%$373.9K$393.1K+$19.2K2026-10-29
Spectrum Wealth Advisory Group, LLC
INCREASED3,1203,116+4+0%$372.5K$392.1K+$19.6K2026-10-29
Quadrant Private Wealth Management, LLC
INCREASED3,1193,107+12+0%$371.4K$392.0K+$20.6K2026-11-04
Pioneer Wealth Management Group
INCREASED3,1122,934+178+6%$350.7K$391.1K+$40.4K2026-10-09
Gaddis Premier Wealth Advisors LLC
UNCHANGED3,1123,11200%$372.0K$391.1K+$19.2K2026-10-29
IMPACTfolio, LLC
UNCHANGED3,0873,08700%$368.9K$387.9K+$19.0K2026-10-28
Gerald Baker Financial Group LLC
INCREASED3,0653,061+4+0%$365.8K$385.1K+$19.3K2026-10-09
Collaborative Capital Advisors LLC
UNCHANGED3,0483,04800%$364.3K$383.0K+$18.7K2026-11-06
Carrera Capital Advisors
INCREASED3,0393,038+1+0%$363.2K$381.9K+$18.7K2026-11-03
O'Keefe Stevens Advisory, Inc.
NEW3,023—+3,023——$379.9K—2026-10-09
Viewpoint Capital Management LLC
UNCHANGED3,0163,01600%$360.5K$379.0K+$18.5K2026-10-27
Rebalance, LLC
INCREASED3,0122,867+145+5%$342.6K$378.5K+$35.9K2026-10-22
Ring Mountain Capital, LLC
DECREASED3,0103,013-30%$360.1K$378.3K+$18.2K2026-10-13
Galvin, Gaustad & Stein, LLC
DECREASED3,0096,517-3,508-54%$778.9K$378.2K-$400.7K2026-10-08
Matauro, LLC
NEW3,008—+3,008——$378.0K—2026-11-03
Strategy Asset Managers LLC
DECREASED3,0023,099-97-3%$370.4K$377.3K+$6.9K2026-10-14
CMH Wealth Management LLC
UNCHANGED3,0003,00000%$358.6K$377.0K+$18.5K2026-10-22
Evolution Wealth Management Inc.
DECREASED2,9973,008-110%$359.5K$376.6K+$17.1K2026-10-28
NTV Asset Management LLC
UNCHANGED2,9882,98800%$357.1K$375.5K+$18.4K2026-10-23
Morton Capital Management LLC
UNCHANGED2,9842,98400%$356.7K$375.0K+$18.4K2026-10-23
Beacon Wealthcare LLC
UNCHANGED2,9842,98400%$356.6K$375.0K+$18.4K2026-10-02
Private Advisory Group LLC
INCREASED2,9832,900+83+3%$346.6K$374.8K+$28.2K2026-11-06
Manske Wealth Management
DECREASED2,9603,120-160-5%$372.9K$372.0K-$9192026-10-26
Williams & Novak Wealth Management, LLC
UNCHANGED2,9532,95300%$353.0K$371.1K+$18.2K2026-10-09
MMA Asset Management LLC
UNCHANGED2,9512,95100%$352.7K$370.9K+$18.2K2026-11-02
Sky Investment Group LLC
UNCHANGED2,9502,95000%$352.6K$370.7K+$18.1K2026-10-30
Castle Rock Wealth Management, LLC
INCREASED2,9462,939+7+0%$344.5K$382.4K+$37.9K2026-10-09
Fiera Capital Corp
UNCHANGED2,9282,92800%$350.0K$368.0K+$18.0K2026-11-06
Values First Advisors, Inc.
UNCHANGED2,9282,92800%$350.0K$368.0K+$18.0K2026-10-23
Planned Solutions, Inc.
UNCHANGED2,9072,90700%$347.4K$365.3K+$17.9K2026-10-19
Fiduciary Family Office, LLC
UNCHANGED2,9042,90400%$347.1K$364.9K+$17.9K2026-11-04
Abacus Planning Group, Inc.
INCREASED2,8852,333+552+24%$278.8K$362.6K+$83.7K2026-11-02
Clarus Wealth Advisors
INCREASED2,8852,884+1+0%$333.1K$369.3K+$36.2K2026-10-13
TruNorth Capital Management, LLC
UNCHANGED2,8812,88100%$344.4K$362.1K+$17.7K2026-10-14
AF Advisors, Inc.
INCREASED2,8792,876+3+0%$343.8K$361.8K+$18.1K2026-11-06
Cerro Pacific Wealth Advisors LLC
DECREASED2,8733,456-583-17%$413.1K$361.0K-$52.1K2026-10-22
Pension & Wealth Management Advisors, Inc.
INCREASED2,8661,265+1,601+127%$151.3K$360.2K+$209.0K2026-10-16
Spectrum Planning & Advisory Services Inc.
NEW2,854—+2,854——$358.7K—2026-11-05
Financial Security Advisor, Inc.
INCREASED2,8482,845+3+0%$340.0K$357.9K+$17.9K2026-11-03
KFA Private Wealth Group, LLC
NEW2,842—+2,842——$357.3K—2026-10-07
Heck Capital Advisors, LLC
NEW2,837—+2,837——$356.5K—2026-10-14
Dumont & Blake Investment Advisors LLC
UNCHANGED2,8112,81100%$336.0K$353.3K+$17.3K2026-10-28
Diversified Management Inc
UNCHANGED2,8082,80800%$335.6K$352.9K+$17.3K2026-10-08
Jericho Financial, LLP
INCREASED2,8072,805+2+0%$335.3K$352.8K+$17.5K2026-10-13
KRM Wealth Management L.L.C.
INCREASED2,8032,800+3+0%$334.7K$352.3K+$17.6K2026-11-02
Fulton Breakefield Broenniman LLC
DECREASED2,8023,022-220-7%$361.2K$352.1K-$9.1K2026-11-03
Neumann Capital Management, LLC
NEW2,800—+2,800——$351.9K—2026-10-15
Warner Financial, Inc
INCREASED2,7952,792+3+0%$333.8K$351.2K+$17.5K2026-11-06
BCM Advisors, LLC
INCREASED2,7902,728+62+2%$309.1K$326.3K+$17.2K2026-11-03
Plan A Wealth LLC
NEW2,787—+2,787——$350.3K—2026-10-08
SVB Wealth LLC
DECREASED2,78410,240-7,456-73%$1.2M$349.9K-$874.0K2026-11-06
Great Lakes Advisors, LLC
DECREASED2,7772,910-133-5%$347.8K$349.0K+$1.2K2026-11-06
Lane Brothers & Co Inc
DECREASED2,7763,912-1,136-29%$467.6K$348.9K-$118.7K2026-11-02
Verus Financial Partners, Inc.
UNCHANGED2,7702,77000%$331.0K$348.1K+$17.1K2026-10-29
LBJ Family Wealth Advisors, Ltd.
UNCHANGED2,7612,76100%$322$347+$252026-10-01
Next Level Wealth Planning, LLC
INCREASED2,7412,728+13+0%$326.1K$344.5K+$18.4K2026-10-29
Clarity Capital Advisors, LLC
INCREASED2,7372,734+3+0%$326.7K$344.0K+$17.2K2026-10-27
Weaver Consulting Group
UNCHANGED2,7152,71500%$324.5K$341.3K+$16.7K2026-10-07
OFS Enterprise LLC
INCREASED2,7062,695+11+0%$322.1K$340.0K+$17.9K2026-10-16
Horizon Financial Services, LLC
DECREASED2,6942,992-298-10%$357.6K$338.6K-$19.0K2026-11-04
First Citizens Bank & Trust Co
NEW2,688—+2,688——$337.8K—2026-10-14
Cottage Street Advisors LLC
UNCHANGED2,6722,67200%$319.4K$335.8K+$16.4K2026-10-19
Chapman Financial Group, LLC
UNCHANGED2,6722,67200%$319.4K$335.8K+$16.4K2026-10-26
Axos Invest Inc.
UNCHANGED2,6662,66600%$318.6K$335.0K+$16.4K2026-10-21
Burton Enright Welch
UNCHANGED2,6462,64600%$316.2K$332.5K+$16.3K2026-11-04
Davis Capital Management
INCREASED2,6432,199+444+20%$262.8K$332.1K+$69.3K2026-10-08
Mills Wealth Advisors LLC
INCREASED2,6362,517+119+5%$300.8K$331.2K+$30.4K2026-10-22
Pacific Center for Financial Services
UNCHANGED2,6322,63200%$314.6K$330.8K+$16.2K2026-10-15
Pacific Park Financial, Inc.
UNCHANGED2,6322,63200%$314.6K$330.8K+$16.2K2026-10-13
Colton Groome Financial Advisors, LLC
DECREASED2,6283,202-574-18%$382.7K$330.3K-$52.4K2026-10-06
SWP Financial LLC
DECREASED2,6162,800-184-7%$334.7K$328.8K-$5.9K2026-10-23
Essex LLC
UNCHANGED2,6162,61600%$312.7K$328.8K+$16.1K2026-10-14
Marin Bay Wealth Advisors, LLC
UNCHANGED2,6062,60600%$311.5K$327.5K+$16.0K2026-10-28
Athena Wealth Management, LLC
INCREASED2,5992,596+3+0%$310.3K$326.6K+$16.3K2026-10-09
Asset Allocation Strategies LLC
INCREASED2,5892,167+422+19%$259.0K$325.4K+$66.3K2026-10-20
Linscomb Wealth, Inc.
DECREASED2,5863,202-616-19%$382.7K$325.0K-$57.7K2026-11-05
Objective Capital Management, LLC
UNCHANGED2,5602,56000%$306.0K$321.7K+$15.7K2026-10-13
Washington Trust Bank
DECREASED2,5572,927-370-13%$349.8K$321.3K-$28.5K2026-11-03
Stanich Group LLC
UNCHANGED2,5472,54700%$304.5K$320.1K+$15.7K2026-10-16
Avestar Capital, LLC
DECREASED2,5446,198-3,654-59%$740.7K$319.7K-$421.0K2026-10-28
IMZ Advisory Inc
INCREASED2,5402,537+3+0%$303.2K$319.2K+$16.0K2026-11-03
GenWealth Group, Inc.
UNCHANGED2,5392,53900%$303.5K$319.1K+$15.6K2026-10-16
Briggs Wealth Management, Inc
DECREASED2,5243,797-1,273-34%$453.8K$317.2K-$136.6K2026-10-26
Kraft, Davis & Associates, LLC
INCREASED2,5231,873+650+35%$215.0K$304.7K+$89.7K2026-10-21
Asset Dedication, LLC
DECREASED2,5202,848-328-12%$340.4K$316.7K-$23.7K2026-11-03
Fusion Family Wealth, LLC
UNCHANGED2,5122,51200%$300.2K$315.7K+$15.4K2026-11-02
Palacios Wealth Management, LLC
DECREASED2,5063,808-1,302-34%$455.1K$314.9K-$140.2K2026-11-04
Philadelphia Trust Co
UNCHANGED2,4962,49600%$298.0K$314-$297.7K2026-11-05
Pacific Sage Partners, LLC
UNCHANGED2,4962,49600%$298.3K$313.7K+$15.4K2026-10-21
LifeGoal Investments, LLC
NEW2,486—+2,486——$312.4K—2026-10-09
Corbyn Investment Management Inc
DECREASED2,4862,504-18-1%$299.3K$312.4K+$13.1K2026-10-30
JSF Financial, LLC
INCREASED2,4772,475+2+0%$295.8K$311.3K+$15.5K2026-10-22
Tctc Holdings, LLC
NEW2,472—+2,472——$310.7K—2026-11-02
Burns J W & Co Inc
DECREASED2,4692,479-100%$296.3K$310.3K+$14.0K2026-10-20
Johnson Financial Group, LLC
DECREASED2,4662,512-46-2%$300.2K$309.9K+$9.7K2026-11-03
Perryman Financial Advisory Inc
DECREASED2,4532,461-80%$294.1K$308.3K+$14.1K2026-10-16
Mountain Capital Investment Advisors Inc.
INCREASED2,4422,440+2+0%$291.7K$306.9K+$15.2K2026-11-06
ZWJ Investment Counsel Inc
UNCHANGED2,4322,43200%$290.7K$305.6K+$15.0K2026-10-15
Fairfield Financial Advisors, LTD
NEW2,420—+2,420——$304.1K—2026-10-14
Commerce Advisors, LLC
DECREASED2,4072,602-195-7%$311.0K$302.5K-$8.5K2026-10-19
Insight 2811, Inc.
UNCHANGED2,4002,40000%$286.8K$301.6K+$14.8K2026-11-06
Aries Wealth Management
UNCHANGED2,4002,40000%$286.8K$301.6K+$14.8K2026-10-23
Quest 10 Wealth Builders, Inc.
UNCHANGED2,4002,40000%$286.8K$301.6K+$14.8K2026-11-02
Stage Harbor Financial, LLC
UNCHANGED2,4002,40000%$286.8K$301.6K+$14.8K2026-11-03
Walser Wealth Management Company, A Ltd Liability Co
DECREASED2,3892,665-276-10%$318.5K$300.2K-$18.3K2026-10-15
Sachem Hill LLC
UNCHANGED2,3762,37600%$284.0K$298.6K+$14.6K2026-10-14
Strategic Wealth Investment Group, LLC
DECREASED2,3682,488-120-5%$297.4K$297.6K+$2212026-10-29
Cranbrook Wealth Management, LLC
UNCHANGED2,3682,36800%$283.0K$297.6K+$14.6K2026-10-28
Independence Bank of Kentucky
INCREASED2,3602,328+32+1%$278.2K$296.6K+$18.3K2026-10-26
Woodward Financial Advisors, Inc.
INCREASED2,3441,992+352+18%$238.1K$294.6K+$56.5K2026-10-19
Advisor OS, LLC
DECREASED2,3374,331-1,994-46%$517.7K$293.7K-$224.0K2026-11-03
Align Financial, LLC
UNCHANGED2,3362,33600%$279.2K$293.6K+$14.4K2026-10-16
Boyer Financial Services, Inc.
UNCHANGED2,3302,33000%$267.1K$292.8K+$25.7K2026-10-23
Opus Capital Group, LLC
UNCHANGED2,3282,32800%$278.0K$293-$277.7K2026-10-30
Wellington Grp LLC
INCREASED2,3252,158+167+8%$257.9K$292.1K+$34.2K2026-11-06
Juno Financial Group LLC
INCREASED2,3232,320+3+0%$277.3K$291.9K+$14.6K2026-10-27
Heritage Wealth Management, Inc.
DECREASED2,3222,446-124-5%$292.3K$291.8K-$5402026-10-27
Lmcg Investments, LLC
UNCHANGED2,3202,32000%$277.3K$291.6K+$14.3K2026-10-21
Private Wealth Group, LLC
UNCHANGED2,3122,31200%$276.3K$290.5K+$14.2K2026-10-19
5th Street Advisors, LLC
UNCHANGED2,3082,30800%$275.9K$290.0K+$14.2K2026-11-04
Summit Wealth Group LLC / Co
NEW2,305—+2,305——$289.7K—2026-10-29
Hippocratic Financial Advisors, LLC
NEW2,302—+2,302——$289.3K—2026-10-13
Fiduciary Financial Group, LLC
UNCHANGED2,2882,28800%$273.5K$287.6K+$14.1K2026-10-13
Epiq Partners, LLC
UNCHANGED2,2882,28800%$273.5K$287.5K+$14.1K2026-10-07
Trifecta Capital Advisors, LLC
UNCHANGED2,2882,28800%$273.5K$287.5K+$14.1K2026-10-21
Tortoise Investment Management, LLC
UNCHANGED2,2812,28100%$272.6K$286.7K+$14.0K2026-11-06
Advisory Solutions Group, LLC
NEW2,280—+2,280——$286.5K—2026-10-14
Cadinha & Co LLC
UNCHANGED2,2802,28000%$272.5K$286.5K+$14.0K2026-10-22
Koenig Investment Advisory, LLC
DECREASED2,2792,330-51-2%$278.5K$286.4K+$7.9K2026-10-09
CPC Advisors, LLC
INCREASED2,2672,224+43+2%$265.8K$284.9K+$19.1K2026-10-21
Johnson & White Wealth Management, LLC
DECREASED2,2622,720-458-17%$325.1K$284.3K-$40.8K2026-11-03
Tennessee Valley Asset Management Partners
DECREASED2,2582,807-549-20%$335.5K$283.8K-$51.8K2026-11-03
Cushing Capital Partners, LLC
NEW2,250—+2,250——$282.8K—2026-10-20
Oak Asset Management, LLC
UNCHANGED2,2402,24000%$267.7K$281.5K+$13.8K2026-10-13
Pinnacle Bancorp, Inc.
UNCHANGED2,2162,21600%$264.9K$278.5K+$13.6K2026-10-21
55 North Private Wealth, LLC
INCREASED2,2151,744+471+27%$208.4K$278.4K+$70.0K2026-10-20
Wealth Architects, LLC
DECREASED2,2152,686-471-18%$321.0K$278.4K-$42.6K2026-11-03
Grant Private Wealth Management Inc
DECREASED2,1923,392-1,200-35%$405.4K$275.5K-$129.9K2026-10-19
Raub Brock Capital Management LP
DECREASED2,1922,226-34-2%$266.0K$275.5K+$9.4K2026-10-21
Highland Capital Management, LLC
UNCHANGED2,1922,19200%$262.0K$275.5K+$13.5K2026-10-26
Ballew Advisors, Inc
UNCHANGED2,1922,19200%$251.3K$281.3K+$30.0K2026-10-05
Oliver Luxxe Assets LLC
DECREASED2,1882,278-90-4%$272.3K$275.0K+$2.7K2026-10-14
Bull Oak Capital, LLC
UNCHANGED2,1842,18400%$261.0K$274.5K+$13.4K2026-10-23
Private Capital Advisors, Inc.
UNCHANGED2,1802,18000%$260.6K$274.0K+$13.4K2026-10-06
Northwest Wealth Management, LLC
INCREASED2,1792,170+9+0%$259.4K$273.8K+$14.5K2026-10-30
Fire Capital Management LLC
UNCHANGED2,1762,17600%$260.1K$273.5K+$13.4K2026-10-27
James J. Burns & Company, LLC
INCREASED2,1702,160+10+0%$258.2K$272.7K+$14.5K2026-10-22
Novem Group
INCREASED2,1692,112+57+3%$252.4K$272.6K+$20.2K2026-10-19
Kane Co Wealth Management, Inc.
UNCHANGED2,1632,16300%$258.6K$271.9K+$13.3K2026-11-04
Prevail Innovative Wealth Advisors, LLC
UNCHANGED2,1522,15200%$257.2K$278.4K+$21.2K2026-10-20
TKG Advisors, LLC
DECREASED2,1462,736-590-22%$327.0K$269.7K-$57.3K2026-11-02
MV Capital Management, Inc.
UNCHANGED2,1442,14400%$256.3K$269.4K+$13.2K2026-10-29
Able Wealth Management LLC
INCREASED2,1422,141+1+0%$255.9K$276.8K+$20.9K2026-10-13
Camden National Bank
DECREASED2,1412,149-80%$256.8K$269.1K+$12.2K2026-11-02
Equita Financial Network, Inc.
UNCHANGED2,1362,13600%$255.3K$268.4K+$13.1K2026-10-19
Johnson Bixby & Associates, LLC
INCREASED2,1292,128+1+0%$254.4K$267.5K+$13.1K2026-10-14
Family CFO Inc
UNCHANGED2,1282,12800%$254.3K$267.4K+$13.1K2026-10-30
Miller Financial Services LLC
UNCHANGED2,1282,12800%$254.3K$267.4K+$13.1K2026-10-20
Waycross Investment Management Co
UNCHANGED2,1172,11700%$253.0K$266.0K+$13.0K2026-10-14
Arlington Trust Co LLC
UNCHANGED2,1042,10400%$251.5K$264.4K+$12.9K2026-10-20
Charles Schwab Trust Co
NEW2,089—+2,089——$262.5K—2026-10-15
Victory Financial Group, LLC
INCREASED2,0881,687+401+24%$201.6K$262.4K+$60.8K2026-10-27
Tableaux LLC
INCREASED2,0811,840+241+13%$219.9K$261.6K+$41.7K2026-10-23
Sentry LLC
UNCHANGED2,0802,08000%$248.6K$261.4K+$12.8K2026-10-30
Bath Savings Trust Co
UNCHANGED2,0782,07800%$248.4K$261.1K+$12.8K2026-10-07
Fort Washington Investment Advisors Inc
DECREASED2,0642,264-200-9%$270.6K$259.4K-$11.2K2026-10-15
BXM Wealth LLC
DECREASED2,0562,176-120-6%$260.1K$258.4K-$1.7K2026-11-03
Shrier Wealth Management, LLC
UNCHANGED2,0562,05600%$245.7K$258.4K+$12.6K2026-10-20
Able Financial Group, LLC
NEW2,053—+2,053——$258.0K—2026-10-14
Hengehold Capital Management LLC
INCREASED2,0511,953+98+5%$233.4K$257.7K+$24.4K2026-10-16
Kestra Investment Management, LLC
DECREASED2,0493,527-1,478-42%$421.6K$257.5K-$164.1K2026-11-04
Sentinel Pension Advisors, LLC
UNCHANGED2,0472,04700%$231.5K$257.2K+$25.7K2026-11-02
Nemes Rush Group LLC
INCREASED2,0402,038+2+0%$243.6K$256.3K+$12.7K2026-11-04
Kennedy Investment Group, Inc.
UNCHANGED2,0402,04000%$243.8K$256.4K+$12.5K2026-10-21
Garner Asset Management Corp
UNCHANGED2,0322,03200%$242.9K$245.8K+$2.9K2026-10-30
Higgins & Schmidt Wealth Strategies LLC
UNCHANGED2,0322,03200%$242.9K$255.4K+$12.5K2026-10-26
First Affirmative Financial Network
NEW2,016—+2,016——$253.4K—2026-10-21
Tenon Financial LLC
UNCHANGED2,0162,01600%$241.0K$253.4K+$12.4K2026-10-14
Seelaus Asset Management LLC
INCREASED2,0132,012+1+0%$240.5K$253.0K+$12.5K2026-10-14
Edgemoor Investment Advisors, Inc.
INCREASED2,0042,003+1+0%$239.5K$251.8K+$12.3K2026-11-03
apricus wealth, LLC
DECREASED2,0004,500-2,500-56%$537.8K$251.3K-$286.5K2026-10-26
DeDora Capital, Inc.
UNCHANGED2,0002,00000%$239.0K$251.3K+$12.3K2026-10-26
Moisand Fitzgerald Tamayo, LLC
UNCHANGED2,0002,00000%$239.0K$251.3K+$12.3K2026-10-15
Montecito Bank & Trust
UNCHANGED2,0002,00000%$239.0K$251.3K+$12.3K2026-10-01
Stone Summit Wealth LLC
UNCHANGED2,0002,00000%$239.0K$251.3K+$12.3K2026-10-14
Encompass More Asset Management
NEW1,992—+1,992——$250.3K—2026-10-16
Trinity Financial Advisors LLC
INCREASED1,9911,990+1+0%$237.8K$250.2K+$12.4K2026-10-09
Eagle Bluffs Wealth Management LLC
DECREASED1,9902,086-96-5%$249.3K$250.1K+$7492026-10-20
Paragon Private Wealth Management, LLC
DECREASED1,9852,112-127-6%$252.4K$249.5K-$3.0K2026-10-20
AM Investment Strategies LLC
INCREASED1,9841,983+1+0%$237$249+$122026-11-05
LVM Capital Management LTD
DECREASED1,9802,002-22-1%$239$248.9K+$248.6K2026-10-20
Shuttleworth & Co
UNCHANGED1,9801,98000%$236.7K$248.8K+$12.2K2026-10-30
Winthrop Advisory Group LLC
DECREASED1,9721,982-100%$236.9K$247.8K+$10.9K2026-10-22
Heritage Family Offices, LLP
INCREASED1,9671,912+55+3%$228.5K$247.2K+$18.7K2026-11-02
Private Wealth Management Group, LLC
UNCHANGED1,9651,96500%$234.8K$246.9K+$12.1K2026-10-19
Good Steward Wealth Advisors,LLC
INCREASED1,9631,961+2+0%$234.4K$246.7K+$12.3K2026-11-06
Dominguez Wealth Management Solutions, Inc.
DECREASED1,9521,976-24-1%$236.2K$245.3K+$9.1K2026-10-07
Aquire Wealth Advisors, LLC
INCREASED1,9471,917+30+2%$229.1K$244.7K+$15.6K2026-10-23
Cordgrass Capital Advisors, LLC
UNCHANGED1,9441,94400%$232.3K$244.3K+$12.0K2026-10-30
Richwood Investment Advisors, LLC
UNCHANGED1,9391,93900%$231.7K$243.8K+$12.1K2026-10-30
Guild Investment Management, Inc.
DECREASED1,9287,266-5,338-73%$868.4K$242.3K-$626.1K2026-11-03
Optimist Retirement Group LLC
INCREASED1,9181,917+1+0%$229.1K$241.1K+$12.0K2026-10-30
Cahaba Wealth Management, Inc.
DECREASED1,9124,164-2,252-54%$497.6K$240.3K-$257.3K2026-10-26
Breakwater Investment Management
DECREASED1,8964,776-2,880-60%$570.8K$238.3K-$332.6K2026-10-20
Downshift Financial, LLC
DECREASED1,8962,447-551-23%$292.5K$238.2K-$54.3K2026-10-13
Michels Family Financial, LLC
INCREASED1,8891,887+2+0%$225.5K$237.4K+$11.9K2026-11-02
Kaizen Financial Strategies
UNCHANGED1,8721,87200%$219.4K$235.3K+$15.8K2026-10-09
Cantor Fitzgerald Investment Advisors L.P.
DECREASED1,8711,873-20%$223.9K$235.1K+$11.3K2026-10-21
David J Yvars Group
UNCHANGED1,8681,86800%$223.2K$234.8K+$11.6K2026-10-09
Tounjian Advisory Partners, LLC
DECREASED1,8643,524-1,660-47%$421.2K$234.3K-$186.8K2026-11-04
QTR Family Wealth, LLC
INCREASED1,8611,830+31+2%$218.8K$233.9K+$15.1K2026-11-02
Integrated Advisors Network LLC
DECREASED1,8582,233-375-17%$266.9K$233.5K-$33.4K2026-10-20
Samalin Investment Counsel, LLC
INCREASED1,8551,854+1+0%$221.6K$233.2K+$11.5K2026-10-23
Fogel Capital Management, Inc.
UNCHANGED1,8511,85100%$221.2K$232.6K+$11.4K2026-11-04
Washburn Capital Management, Inc.
INCREASED1,8481,847+1+0%$220.7K$232.3K+$11.6K2026-10-19
Symphony Financial, Ltd. Co.
DECREASED1,8411,950-109-6%$227.9K$232.1K+$4.2K2026-10-22
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED1,8401,84000%$219.9K$231.2K+$11.3K2026-10-23
Cane Capital Partners, LLC
INCREASED1,8341,762+72+4%$210.6K$230.5K+$19.9K2026-10-23
Unison Advisors LLC
UNCHANGED1,8321,83200%$219.0K$230.2K+$11.3K2026-10-29
DecisionPoint Financial, LLC
INCREASED1,8211,696+125+7%$198.8K$231.3K+$32.5K2026-10-27
Integrity Advisory Solutions, LLC
NEW1,819—+1,819——$228.6K—2026-10-29
Boston Standard Wealth Management, LLC
UNCHANGED1,8001,80000%$212.1K$226.2K+$14.1K2026-10-07
LongView Wealth Management
NEW1,790—+1,790——$225.0K—2026-10-19
Spinnaker Investment Group, LLC
NEW1,783—+1,783——$224.1K—2026-10-13
Petersen Hastings Wealth Advisors Inc.
DECREASED1,7781,808-30-2%$216.1K$223.4K+$7.3K2026-10-27
Rooted Wealth Advisors, Inc.
UNCHANGED1,7761,77600%$212.3K$212.3K$02026-11-03
Landaas & Co
UNCHANGED1,7741,77400%$212.0K$222.9K+$10.9K2026-10-29
Milestone Asset Management, LLC
DECREASED1,7732,432-659-27%$290.7K$222.8K-$67.9K2026-10-15
Ballast Rock Private Wealth LLC
INCREASED1,7701,731+39+2%$206.9K$222.5K+$15.5K2026-10-26
San Luis Wealth Advisors LLC
INCREASED1,7701,768+2+0%$211.3K$222.4K+$11.1K2026-10-27
Tcfg Investment Advisors, LLC
NEW1,767—+1,767——$222.1K—2026-10-20
S.A. Mason LLC
INCREASED1,7651,615+150+9%$193.0K$221.8K+$28.8K2026-10-13
Wincap Financial LLC
UNCHANGED1,7631,76300%$210.7K$221.6K+$10.8K2026-10-20
AWM Capital, LLC
UNCHANGED1,7581,75800%$210.1K$221.0K+$10.9K2026-10-16
Total Clarity Wealth Management, Inc.
DECREASED1,7571,838-81-4%$219.7K$220.8K+$1.1K2026-10-26
Beaumont Asset Management, L.L.C.
INCREASED1,7441,728+16+1%$206.5K$219.2K+$12.6K2026-10-16
Hanson & Doremus Investment Management
UNCHANGED1,7441,74400%$208.0K$219-$207.8K2026-10-16
New England Professional Planning Group Inc.
UNCHANGED1,7361,73600%$207.5K$218.2K+$10.7K2026-10-29
Parkway Wealth Management Group, LLC
UNCHANGED1,7361,73600%$207.5K$218.2K+$10.7K2026-10-20
Austin Asset Management Co Inc
INCREASED1,7301,728+2+0%$206.5K$217.4K+$10.9K2026-10-29
Platform Technology Partners
NEW1,729—+1,729——$217.3K—2026-11-02
Wealth Management Partners, LLC
DECREASED1,7291,816-87-5%$217.0K$217.3K+$2352026-10-21
RMR Wealth Builders
DECREASED1,7272,046-319-16%$244.5K$217.1K-$27.5K2026-10-22
Acorn Financial Advisory Services Inc
INCREASED1,7231,720+3+0%$205.6K$216.5K+$11.0K2026-11-02
46 Peaks LLC
DECREASED1,7231,724-10%$206.0K$216.6K+$10.6K2026-11-03
Symmetry Partners, LLC
NEW1,720—+1,720——$216.2K—2026-10-27
Human Investing LLC
DECREASED1,7121,715-30%$205.0K$215.1K+$10.2K2026-10-19
Cache Advisors, LLC
UNCHANGED1,7071,70700%$204.0K$214.5K+$10.5K2026-10-16
Capstone Wealth Management Group, LLC
DECREASED1,70613,652-11,946-87%$1.6M$1.3M-$357.7K2026-11-05
Intrua Financial, LLC
INCREASED1,7001,697+3+0%$202.9K$213.6K+$10.7K2026-10-28
Rockline Wealth Management, LLC
UNCHANGED1,6881,68800%$201.8K$212.1K+$10.4K2026-10-26
Gerber, LLC
UNCHANGED1,6841,68400%$201.2K$211.6K+$10.4K2026-10-21
Petros Family Wealth, LLC
UNCHANGED1,6821,68200%$201.0K$211.4K+$10.3K2026-10-28
Investment Partners, Ltd.
NEW1,680—+1,680——$211.1K—2026-10-29
Murphy, Middleton, Hinkle & Parker, Inc.
UNCHANGED1,6801,68000%$200.8K$211.1K+$10.3K2026-10-15
Midwest Financial Partners Investments, Inc.
NEW1,664—+1,664——$209.1K—2026-10-08
Lee, Kelleher & Klein Wealth Management
DECREASED1,6642,016-352-17%$241.0K$209.1K-$31.8K2026-10-08
Prospera Capital Management, LLC
NEW1,659—+1,659——$208.4K—2026-10-19
Pittenger & Anderson Inc
UNCHANGED1,6561,65600%$197.9K$208.1K+$10.2K2026-11-02
Benchmark Financial Wealth Advisors, LLC
NEW1,654—+1,654——$207.8K—2026-10-20
Stonehaven Wealth & TAX Solutions, LLC
NEW1,648—+1,648——$207.1K—2026-10-22
Gibbs Wealth Management
NEW1,647—+1,647——$207.0K—2026-10-22
DDD Partners, LLC
NEW1,641—+1,641——$206.3K—2026-11-02
Sugar Maple Asset Management, LLC
NEW1,640—+1,640——$206.1K—2026-10-13
Blue Zone Wealth Advisors, LLC
NEW1,632—+1,632——$205.1K—2026-10-19
Thompson Investment Management, Inc.
UNCHANGED1,6281,62800%$194.6K$204.6K+$10.0K2026-10-14
Sterling Group Wealth Management, LLC
NEW1,620—+1,620——$203.6K—2026-11-03
Koesten, Hirschmann & Crabtree, Inc.
NEW1,608—+1,608——$202.1K—2026-10-13
Nicholas Wealth, Llc.
NEW1,607—+1,607——$201.9K—2026-10-26
Legacy Private Trust Co.
NEW1,605—+1,605——$201.7K—2026-10-06
Lighthouse Financial LLC
NEW1,603—+1,603——$201.5K—2026-10-23
RFG - Bristol Wealth Advisors, LLC
NEW1,602—+1,602——$201.3K—2026-10-09
Powers Advisory Group, LLC
NEW1,601—+1,601——$201.2K—2026-10-14
Howland Capital Management LLC
NEW1,600—+1,600——$201.1K—2026-10-22
Courage Miller Partners, LLC
NEW1,600—+1,600——$201.1K—2026-10-21
Portus Wealth Advisors, LLC
NEW1,600—+1,600——$201.1K—2026-10-13
Tufton Capital Management
NEW1,600—+1,600——$201—2026-10-20
Thrive Wealth Management, LLC
NEW1,600—+1,600——$201.1K—2026-10-13
Solstein Capital, LLC
UNCHANGED1,6001,60000%$191.2K$201.1K+$9.8K2026-11-02
Mogy Joel R Investment Counsel Inc
UNCHANGED1,5921,59200%$190.3K$200.1K+$9.8K2026-10-13
Peoples Financial Services Corp.
UNCHANGED1,5841,58400%$189.3K$199.1K+$9.7K2026-10-20
Cherry Tree Wealth Management, LLC
DECREASED1,5741,720-146-8%$205.6K$197.8K-$7.8K2026-10-15
Tower Trust & Investment Co
UNCHANGED1,5361,53600%$183.6K$193.0K+$9.4K2026-10-28
RHL Group, LLC
INCREASED1,482617+865+140%$74.0K$186.2K+$112.2K2026-11-04
Byrne Asset Management LLC
INCREASED1,4551,454+1+0%$173.8K$184.9K+$11.1K2026-10-06
Buck Wealth Strategies, LLC
INCREASED1,4441,443+1+0%$172.5K$181.5K+$9.0K2026-10-28
Lodestone Wealth Management LLC
DECREASED1,3981,588-190-12%$189.8K$175.7K-$14.1K2026-10-14
Bochk Asset Management Ltd
NEW1,350—+1,350——$169.7K—2026-10-29
Register Financial Advisors LLC
UNCHANGED1,3281,32800%$158.7K$166.9K+$8.2K2026-10-23
Elevation Wealth Partners, LLC
INCREASED1,2891,240+49+4%$148.2K$161.9K+$13.7K2026-10-07
Roxbury Financial LLC
UNCHANGED1,2811,28100%$153.1K$161.0K+$7.9K2026-10-01
GGM Financial LLC
INCREASED1,2581,257+1+0%$150.2K$158.0K+$7.8K2026-11-05
Advanced Asset Management Advisors Inc
INCREASED1,246809+437+54%$96.7K$156.5K+$59.8K2026-10-20
Triumph Capital Management
INCREASED1,2451,232+13+1%$147.2K$156.5K+$9.2K2026-10-14
Sherman Asset Management, Inc.
DECREASED1,2341,288-54-4%$153.9K$155.1K+$1.1K2026-11-05
GHP Investment Advisors, Inc.
INCREASED1,2281,158+70+6%$138.4K$154.3K+$15.9K2026-10-15
Maryland Capital Advisors Inc.
UNCHANGED1,2161,21600%$145.3K$152.8K+$7.5K2026-10-15
West Branch Capital LLC
UNCHANGED1,1961,19600%$142.9K$150.3K+$7.4K2026-10-20
Clark Wealth Partners
UNCHANGED1,1921,19200%$142.5K$149.8K+$7.3K2026-10-19
Montag A & Associates Inc
UNCHANGED1,1761,17600%$140.6K$147.8K+$7.2K2026-10-29
UMB Bank, n.a.
DECREASED1,1608,624-7,464-87%$1.0M$145.8K-$885.0K2026-11-06
Evermay Wealth Management LLC
INCREASED1,148760+388+51%$90.8K$144.3K+$53.4K2026-11-05
Mascoma Wealth Management LLC
INCREASED1,088688+400+58%$82.2K$136.7K+$54.5K2026-10-23
Barrett & Company, Inc.
UNCHANGED1,0671,06700%$127.5K$134.1K+$6.6K2026-10-22
Halbert Hargrove Global Advisors, LLC
UNCHANGED1,0381,03800%$124.0K$130.4K+$6.4K2026-10-16
Vestor Capital, LLC
INCREASED1,024395+629+159%$118$137+$192026-11-04
Stone House Investment Management, LLC
NEW1,016—+1,016——$127.7K—2026-10-23
Silver Grove Financial Group, Inc.
INCREASED1,00416+988+6175%$1.9K$126.2K+$124.3K2026-11-05
Fairway Wealth LLC
DECREASED1,0011,120-119-11%$133.9K$125.7K-$8.1K2026-10-30
Redwood Park Advisors LLC
DECREASED1,0001,232-232-19%$147.3K$125.7K-$21.6K2026-11-02
DiNuzzo Private Wealth, Inc.
UNCHANGED1,0001,00000%$119.5K$125.7K+$6.2K2026-10-16
Piscataqua Savings Bank
UNCHANGED1,0001,00000%$119.5K$125.7K+$6.2K2026-10-21
Global Trust Asset Management, LLC
INCREASED98261+921+1510%$7.3K$123.4K+$116.1K2026-10-19
Transce3nd, LLC
NEW975—+975——$119.2K—2026-10-26
Versant Capital Management, Inc
UNCHANGED92592500%$110.6K$116.3K+$5.7K2026-10-02
Alpine Bank Wealth Management
UNCHANGED89689600%$107.1K$112.6K+$5.5K2026-10-16
Rossmore Private Capital
INCREASED871436+435+100%$52.1K$109.5K+$57.3K2026-10-27
William Mack & Associates, Inc.
NEW864—+864——$108.6K—2026-10-27
IFS Advisors, LLC
INCREASED816774+42+5%$92.6K$102.6K+$10.1K2026-10-14
NorthAvenue LLC
UNCHANGED81681600%$97.5K$102.5K+$5.0K2026-10-29
IAG Wealth Partners, LLC
UNCHANGED80880800%$96.6K$101.5K+$5.0K2026-11-06
American National Bank & Trust
DECREASED803823-20-2%$98.4K$100.9K+$2.6K2026-10-07
Pinnacle Wealth Planning Services, Inc.
DECREASED800880-80-9%$105.2K$100.5K-$4.6K2026-10-27
New England Capital Financial Advisors LLC
INCREASED792771+21+3%$92.2K$99.5K+$7.4K2026-11-03
Retirement Wealth Solutions LLC
UNCHANGED75275200%$89.9K$94.5K+$4.6K2026-10-07
Key Capital Management, Inc
UNCHANGED74474400%$88.9K$93.5K+$4.6K2026-11-03
Pathway Financial Advisers, LLC
NEW741—+741——$93.1K—2026-10-27
Tompkins Financial Corp
UNCHANGED72672600%$86.8K$91.2K+$4.5K2026-10-05
First Community Trust NA
DECREASED700752-52-7%$89.9K$88.0K-$1.9K2026-10-07
Planning Strategies Inc.
UNCHANGED69669600%$83.2K$87.5K+$4.3K2026-10-02
Bfsg, LLC
DECREASED684729-45-6%$87.1K$86.0K-$1.2K2026-10-30
Birchbrook, Inc.
DECREASED677698-21-3%$83.4K$85.0K+$1.6K2026-10-14
Murphy & Mullick Capital Management Corp
UNCHANGED65665600%$78.4K$82.4K+$4.0K2026-11-02
KFG LLC
NEW640—+640——$80.4K—2026-11-02
Owl Creek Wealth Partners LLC
INCREASED624288+336+117%$34.4K$78.4K+$44.0K2026-10-20
Horizons Wealth Management
NEW616—+616——$77.4K—2026-10-05
Towne Trust Company, N.a
UNCHANGED61661600%$73.6K$77.4K+$3.8K2026-10-28
Washington Trust Advisors, Inc.
UNCHANGED56856800%$67.9K$71.4K+$3.5K2026-10-22
Vima LLC
UNCHANGED55755700%$66.6K$70.0K+$3.4K2026-10-23
Valued Wealth Advisors LLC
DECREASED537539-20%$64.4K$67.4K+$3.1K2026-11-05
Gables Capital Management Inc.
INCREASED526376+150+40%$44.9K$66.1K+$21.2K2026-11-04
Yankcom Partnership
DECREASED504728-224-31%$87.0K$63.3K-$23.7K2026-10-15
Old Second National Bank of Aurora
UNCHANGED48048000%$57.4K$60.3K+$3.0K2026-10-22
Fiduciary Advisors, Inc.
UNCHANGED47847800%$57.1K$60.1K+$3.0K2026-10-16
Atlantic Edge Private Wealth Management, LLC
UNCHANGED47247200%$56.4K$59.3K+$2.9K2026-10-20
Bell Investment Advisors, Inc
INCREASED469468+1+0%$56.0K$58.9K+$2.9K2026-10-29
EPG Wealth Management LLC
UNCHANGED46446400%$55.5K$58.3K+$2.9K2026-11-03
Sawyer & Company, Inc
UNCHANGED46446400%$55.5K$58.3K+$2.9K2026-10-21
Duncker Streett & Co Inc
UNCHANGED45645600%$54.5K$57.3K+$2.8K2026-10-27
Toth Financial Advisory Corp
INCREASED440432+8+2%$51.6K$55.3K+$3.7K2026-10-08
United Financial Planning Group LLC
UNCHANGED44044000%$52.6K$55.3K+$2.7K2026-11-04
Princeton Global Asset Management LLC
UNCHANGED41641600%$49.7K$52.3K+$2.6K2026-10-21
Investment Research & Advisory Group, Inc.
NEW415—+415——$52.2K—2026-10-19
Smallwood Wealth Investment Management, LLC
DECREASED407459-52-11%$54.9K$51.1K-$3.7K2026-10-30
Kentucky Trust Co
UNCHANGED40040000%$47.8K$50.3K+$2.5K2026-10-15
CrossGen Wealth, LLC
UNCHANGED39239200%$46.9K$49.3K+$2.4K2026-10-30
Rydar Equities, Inc.
NEW385—+385——$49.8K—2026-10-13
Carolina Wealth Advisors, LLC
DECREASED378428-50-12%$51.2K$47.5K-$3.7K2026-10-23
Winch Advisory Services, LLC
UNCHANGED37537500%$44.8K$47.2K+$2.4K2026-11-06
Richardson Capital Management LLC
INCREASED353342+11+3%$40.9K$44.4K+$3.5K2026-10-23
Creative Capital Management Investments LLC
UNCHANGED35235200%$42.1K$44.2K+$2.2K2026-10-28
Rothwell Investment Advisors, LLC
NEW344—+344——$43.2K—2026-11-06
Ascentis Wealth Management, LLC
NEW338—+338——$42.5K—2026-11-03
True Wealth Design, LLC
DECREASED331416-85-20%$49.7K$41.6K-$8.1K2026-10-13
Atwood & Palmer Inc
UNCHANGED32532500%$38.8K$40.8K+$2.0K2026-10-08
Lynch Investment Planning, LLC
NEW321—+321——$40.3K—2026-10-27
Strategic Advocates LLC
UNCHANGED32132100%$38.4K$40.4K+$2.0K2026-11-03
Morton Brown Family Wealth, LLC
UNCHANGED32032000%$38.2K$40.2K+$2.0K2026-10-23
GK Wealth Management LLC
NEW315—+315——$39.6K—2026-10-09
Mosley Wealth Management
INCREASED305304+1+0%$36.4K$37.3K+$9022026-10-16
Beacon Financial Strategies Corp
NEW300—+300——$37.7K—2026-10-14
Financial Network Wealth Advisors LLC
UNCHANGED29629600%$35.4K$37.2K+$1.8K2026-10-28
WPG Advisers, LLC
UNCHANGED29029000%$34.7K$36.4K+$1.8K2026-10-27
Phillips Financial Management, LLC
UNCHANGED28828800%$34.4K$36.2K+$1.8K2026-10-19
Madden Securities Corp
NEW285—+285——$35.8K—2026-10-27
Kingdom Financial Group Llc.
DECREASED283389-106-27%$46.5K$35.6K-$10.9K2026-11-04
Kings Path Partners LLC
UNCHANGED27227200%$32.5K$34.2K+$1.7K2026-10-21
StrongBox Wealth, LLC
UNCHANGED25625600%$30.6K$32.2K+$1.6K2026-11-02
Gilpin Wealth Management, LLC
UNCHANGED23223200%$27.7K$29.2K+$1.4K2026-10-09
Y.D. More Investments Ltd
UNCHANGED21621600%$25.8K$27.1K+$1.3K2026-11-02
Coston, McIsaac & Partners
UNCHANGED20720700%$24$26.0K+$26.0K2026-11-06
Chung Wu Investment Group, LLC
NEW200—+200——$25.1K—2026-11-03
Birchwood Financial Partners, Inc.
UNCHANGED19519500%$23.3K$24.5K+$1.2K2026-11-02
POM Investment Strategies, LLC
NEW192—+192——$24.1K—2026-10-20
Zions Bancorporation, National Association
UNCHANGED19219200%$22.9K$24.1K+$1.2K2026-11-06
Central Pacific Bank - Trust Division
UNCHANGED19219200%$22.9K$24.1K+$1.2K2026-10-06
Blume Capital Management, Inc.
UNCHANGED18418400%$22.0K$23.1K+$1.1K2026-10-26
Rachor Investment Advisory Services, LLC
NEW179—+179——$22.5K—2026-10-29
MTM Investment Management, LLC
UNCHANGED16816800%$20.1K$21.1K+$1.0K2026-10-30
Gen-Wealth Partners Inc
UNCHANGED16016000%$19.1K$20.1K+$9842026-11-04
Montgomery Financial Services LLC
UNCHANGED15215200%$18.2K$19.1K+$9352026-11-03
Maseco LLP
DECREASED144168-24-14%$20.1K$18.1K-$2.0K2026-10-27
Investors Research Corp
DECREASED120200-80-40%$23.9K$15.1K-$8.8K2026-10-07
Turtle Creek Wealth Advisors, LLC
UNCHANGED12012000%$14.3K$15.1K+$7382026-10-15
TFC Financial Management, Inc.
NEW107—+107——$13.4K—2026-10-26
Tradewinds Capital Management, LLC
NEW97—+97——$12.2K—2026-10-23
Mechanics Financial Corp
UNCHANGED888800%$10.5K$11.1K+$5412026-11-05
Hickory Point Bank & Trust
DECREASED80144-64-44%$17.2K$10.1K-$7.2K2026-10-01
Wilkerson Advisory Group LLC
INCREASED7672+4+6%$8.6K$9.6K+$9472026-10-20
Entrust Financial LLC
NEW75—+75——$9.4K—2026-11-04
Cullen T Bankers, Inc.
UNCHANGED727200%$8.6K$9.0K+$4432026-10-28
Signature Resources Capital Management, LLC
DECREASED64120-56-47%$14.3K$8.0K-$6.3K2026-10-16
Arcadia Investment Advisors LLC
NEW42—+42——$5.3K—2026-10-13
Clayton Financial Group LLC
NEW41—+41——$5.2K—2026-10-13
Addison Advisors LLC
UNCHANGED404000%$4.8K$5.0K+$2462026-11-06
Oakworth Capital, Inc.
UNCHANGED404000%$4.7K$5.0K+$3382026-10-26
Sarver Vrooman Wealth Advisors
UNCHANGED404000%$4.7K$5.0K+$3122026-10-01
Ashurst Perkins Coie Trust Co
UNCHANGED363600%$4.3K$4.5K+$2222026-10-15
Canton Hathaway, LLC
NEW31—+31——$3.9K—2026-10-23
Clean Yield Group
NEW24—+24——$3.0K—2026-10-28
Proathlete Wealth Management LLC
UNCHANGED242400%$2.9K$3.0K+$1512026-10-15
Elevated Capital Advisors, LLC
UNCHANGED161600%$1.9K$2.0K+$992026-11-04
Raleigh Capital Management Inc.
NEW8—+8——$1.0K—2026-10-28
Nova Financial LLC
NEW8—+8——$1.0K—2026-11-04
University of Texas S AM Investment Management Co
UNCHANGED5500%$633$666+$332026-11-03
Sterling Capital Management LLC
DECREASED38,123-8,120-100%$970.9K$377-$970.5K2026-10-22
Marks Wealth, LLC
CLOSED0469,868-469,868-100%$56.2M$0-$56.2M2026-10-30
PCG Asset Management, LLC
CLOSED047,404-47,404-100%$5.7M$0-$5.7M2026-11-05
Doliver Advisors, LP
CLOSED015,416-15,416-100%$1.8M$0-$1.8M2026-10-01
Imc-Chicago, LLC
CLOSED014,732-14,732-100%$1.8M$0-$1.8M2026-11-05
Sentinel Trust Co LBA
CLOSED010,104-10,104-100%$1.2K$0-$1.2K2026-11-03
Belvedere Trading LLC
CLOSED09,208-9,208-100%$1.1M$0-$1.1M2026-11-05
Wealth Group, Ltd.
CLOSED09,077-9,077-100%$1.1M$0-$1.1M2026-10-30
Central Valley Advisors, LLC
CLOSED05,090-5,090-100%$608.2K$0-$608.2K2026-10-27
Precedent Wealth Partners, LLC
CLOSED04,376-4,376-100%$523.0K$0-$523.0K2026-10-21
Financial & Tax Architects, LLC
CLOSED04,104-4,104-100%$490.5K$0-$490.5K2026-10-15
Dmkc Advisory Services, LLC
CLOSED03,874-3,874-100%$463.1K$0-$463.1K2026-11-04
ProVise Management Group, LLC
CLOSED03,800-3,800-100%$454.2K$0-$454.2K2026-11-06
Howard Financial Services, Ltd.
CLOSED03,446-3,446-100%$411.9K$0-$411.9K2026-10-15
Summit Financial Consulting LLC
CLOSED03,297-3,297-100%$394.1K$0-$394.1K2026-10-15
Jefferies Financial Group Inc.
CLOSED03,015-3,015-100%$360.4K$0-$360.4K2026-11-05
Aafmaa Wealth Management & Trust LLC
CLOSED02,904-2,904-100%$347.1K$0-$347.1K2026-10-14
Dana Investment Advisors, Inc.
CLOSED02,827-2,827-100%$337.9K$0-$337.9K2026-11-06
Oceanside Advisors LLC
CLOSED02,807-2,807-100%$335.5K$0-$335.5K2026-11-03
B.O.S.S. Retirement Advisors, LLC
CLOSED02,778-2,778-100%$332.0K$0-$332.0K2026-10-26
Inscription Capital, LLC
CLOSED02,759-2,759-100%$329.7K$0-$329.7K2026-11-02
Cowa, LLC
CLOSED02,696-2,696-100%$322.2K$0-$322.2K2026-10-30
Pictet Bank & Trust Ltd
CLOSED02,592-2,592-100%$309.8K$0-$309.8K2026-10-21
GreatBanc Trust Co
CLOSED02,584-2,584-100%$308.8K$0-$308.8K2026-11-04
Harmony Asset Management LLC
CLOSED02,475-2,475-100%$295.8K$0-$295.8K2026-10-20
Teamwork Financial Advisors, LLC
CLOSED02,160-2,160-100%$258.1K$0-$258.1K2026-10-19
Urban Wealth Management, LLC
CLOSED02,104-2,104-100%$251.5K$0-$251.5K2026-10-21
Ethic Inc.
CLOSED02,072-2,072-100%$247.7K$0-$247.7K2026-11-03
DLK Investment Management, LLC
CLOSED02,030-2,030-100%$1.2M$0-$1.2M2026-10-09
CPR Investments Inc.
CLOSED02,024-2,024-100%$242.0K$0-$242.0K2026-10-26
Pacific Excel Wealth Advisors, Inc.
CLOSED01,912-1,912-100%$228.5K$0-$228.5K2026-10-27
Fell Capital Management
CLOSED01,888-1,888-100%$225.7K$0-$225.7K2026-10-09
First Financial Bank - Trust Division
CLOSED01,808-1,808-100%$216.1K$0-$216.1K2026-10-01
Excalibur Management Corp
CLOSED01,776-1,776-100%$212.3K$0-$212.3K2026-11-02
KPP Advisory Services LLC
CLOSED01,763-1,763-100%$210.7K$0-$210.7K2026-10-26
Summit Financial Wealth Advisors, LLC
CLOSED01,728-1,728-100%$206.5K$0-$206.5K2026-10-15
Momentous Wealth Management, Inc.
CLOSED01,720-1,720-100%$205.6K$0-$205.6K2026-10-21
Argyle Capital Partners, LLC
CLOSED01,692-1,692-100%$202.2K$0-$202.2K2026-10-23
Coastline Trust Co
CLOSED01,232-1,232-100%$147.2K$0-$147.2K2026-10-01
Peterson Wealth Services
CLOSED01,080-1,080-100%$129.1K$0-$129.1K2026-10-26
Hilltop National Bank
CLOSED0888-888-100%$106.1K$0-$106.1K2026-10-14
Robinswood Financial LLC
CLOSED0880-880-100%$105.2K$0-$105.2K2026-10-20
GFS Advisors, LLC
CLOSED0808-808-100%$270.2K$0-$270.2K2026-11-03
Boyd Watterson Asset Management LLC
CLOSED0568-568-100%$67.9K$0-$67.9K2026-11-06
BankPlus Trust Department
CLOSED0560-560-100%$66.9K$0-$66.9K2026-11-06
First Command Advisory Services, Inc.
CLOSED0328-328-100%$39.2K$0-$39.2K2026-11-05
Wealth Enhancement Trust Services, Inc.
CLOSED0304-304-100%$36.3K$0-$36.3K2026-10-07
Brooklyn FI, LLC
CLOSED0296-296-100%$34.2K$0-$34.2K2026-11-05
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED0233-233-100%$27.9K$0-$27.9K2026-10-14
Founders Capital Management
CLOSED0216-216-100%$25.8K$0-$25.8K2026-10-13
LifeSteps Financial, Inc.
CLOSED0200-200-100%$23.9K$0-$23.9K2026-10-15
Bangor Savings Bank
CLOSED0184-184-100%$22.0K$0-$22.0K2026-10-06
Midwest Capital Advisors, LLC
CLOSED0104-104-100%$12.4K$0-$12.4K2026-11-04
Cornerstone Planning Group LLC
CLOSED0104-104-100%$12.0K$0-$12.0K2026-10-16
Arvest Investments, Inc.
CLOSED000—$0$0$02026-10-21
Prairie Wealth Advisors, Inc.
UNCHANGED000—$6.6M$7.8M+$1.2M2026-10-29
Bank of America Corp
N/A—115,992,557-115,992,557-100%$13.9B———
JPMorgan Chase & Co
N/A—46,534,933-46,534,933-100%$5.4B———
Morgan Stanley
N/A—17,388,472-17,388,472-100%$2.1B———
Wells Fargo & Company
N/A—12,326,837-12,326,837-100%$1.5B———
UBS Group AG
N/A—11,841,166-11,841,166-100%$1.4B———
Pgim Custom Harvest LLC
N/A—6,813,664-6,813,664-100%$814.4M———
Raymond James Financial Inc
N/A—6,683,406-6,683,406-100%$798.8M———
Royal Bank of Canada
N/A—6,003,836-6,003,836-100%$717.6M———
Focus Partners Wealth
N/A—5,070,432-5,070,432-100%$606.0M———
Ameriprise Financial Inc
N/A—4,852,350-4,852,350-100%$580.2M———
Northwestern Mutual Wealth Management Co
N/A—4,731,562-4,731,562-100%$565.5M———
HighTower Advisors, LLC
N/A—3,651,091-3,651,091-100%$436.4M———
Envestnet Asset Management Inc
N/A—3,330,327-3,330,327-100%$398.0M———
Stifel Financial Corp
N/A—3,247,737-3,247,737-100%$388.2M———
Cetera Investment Advisers
N/A—2,787,472-2,787,472-100%$333.2M———
Copos Capital B.V.
N/A—2,668,098-2,668,098-100%$318.9M———
Rockefeller Capital Management L.P.
N/A—2,376,374-2,376,374-100%$284.0M———
Janney Montgomery Scott LLC
N/A—2,335,977-2,335,977-100%$279.2M———
Osaic Holdings, Inc.
N/A—2,190,521-2,190,521-100%$261.9M———
Northern Trust Corp
N/A—2,082,247-2,082,247-100%$248.9M———
Cerity Partners LLC
N/A—2,005,312-2,005,312-100%$239.7M———
Equitable Holdings, Inc.
N/A—1,646,288-1,646,288-100%$188.8M———
Nissay Asset Management Corp N
N/A—1,637,816-1,637,816-100%$195.8M———
Mercer Global Advisors Inc
N/A—1,382,213-1,382,213-100%$165.2M———
Goldman Sachs Group Inc
N/A—1,174,833-1,174,833-100%$140.4M———
M&T Bank Corp
N/A—1,034,424-1,034,424-100%$123.6M———
MML Investors Services, LLC
N/A—957,077-957,077-100%$114.4M———
Brown Advisory Inc
N/A—934,244-934,244-100%$111.7M———
Jones Financial Companies Lllp
N/A—870,044-870,044-100%$99.2M———
Silicon Valley Capital Partners
N/A—743,368-743,368-100%$88.8M———
Sanctuary Advisors, LLC
N/A—728,486-728,486-100%$87.1M———
FMR LLC
N/A—679,952-679,952-100%$81.3M———
Mariner, LLC
N/A—676,214-676,214-100%$80.8M———
Systematic Alpha Investments, LLC
N/A—658,400-658,400-100%$78.7M———
AQR Capital Management LLC
N/A—651,104-651,104-100%$77.8M———
MAI Capital Management
N/A—646,089-646,089-100%$77.2M———
Bank of Montreal
N/A—644,542-644,542-100%$77.0M———
Peapack Gladstone Financial Corp
N/A—574,522-574,522-100%$68.7M———
Quantinno Capital Management LP
N/A—571,960-571,960-100%$68.4M———
Steward Partners Investment Advisory, LLC
N/A—492,797-492,797-100%$58.9M———
Private Advisor Group, LLC
N/A—483,603-483,603-100%$57.8M———
Manufacturers Life Insurance Company, the
N/A—481,712-481,712-100%$57.6M———
Ameritas Advisory Services, LLC
N/A—481,000-481,000-100%$57.5M———
CVA Family Office, LLC
N/A—424,608-424,608-100%$50.7M———
Johnson Investment Counsel Inc
N/A—410,374-410,374-100%$49.0M———
IEQ Capital, LLC
N/A—404,951-404,951-100%$48.4M———
EP Wealth Advisors, LLC
N/A—387,549-387,549-100%$46.3M———
NewEdge Advisors, LLC
N/A—387,394-387,394-100%$46.3M———
&partners
N/A—368,011-368,011-100%$44.0M———
Clal Insurance Enterprises Holdings Ltd
N/A—359,136-359,136-100%$42.9M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—356,204-356,204-100%$42.6M———
Madison Asset Management, LLC
N/A—349,907-349,907-100%$41.8M———
Circle Wealth Management, LLC
N/A—343,949-343,949-100%$41.1M———
Harbour Investments, Inc.
N/A—343,516-343,516-100%$41.1M———
Baird Financial Group, Inc.
N/A—339,197-339,197-100%$40.5M———
FIL Ltd
N/A—307,314-307,314-100%$36.7M———
Pathstone Holdings, LLC
N/A—302,309-302,309-100%$36.1M———
Keebeck Wealth Management
N/A—294,221-294,221-100%$35.2M———
Wealthfront Advisers LLC
N/A—284,640-284,640-100%$34.0M———
Bank of the Bluegrass & Trust Co.
N/A—276,052-276,052-100%$34.7M———
Captrust Financial Advisors
N/A—270,953-270,953-100%$32.4M———
Cresset Asset Management, LLC
N/A—261,190-261,190-100%$31.2M———
Stratos Wealth Partners, Ltd.
N/A—260,456-260,456-100%$31.1M———
Sumitomo Mitsui Financial Group, Inc.
N/A—256,515-256,515-100%$30.7M———
BBR Partners, LLC
N/A—255,848-255,848-100%$30.6M———
Gotham Asset Management, LLC
N/A—241,401-241,401-100%$28.9M———
Kinloch Capital, LLC
N/A—236,514-236,514-100%$28.3M———
SCS Capital Management LLC
N/A—236,352-236,352-100%$28.2M———
Lowe Brockenbrough & Co Inc
N/A—234,464-234,464-100%$28.0M———
Victory Capital Management Inc
N/A—226,742-226,742-100%$27.1M———
Welch Capital Partners LLC
N/A—218,480-218,480-100%$26.1M———
Anchor Investment Management, LLC
N/A—213,636-213,636-100%$25.5M———
BlackRock, Inc.
N/A—213,443-213,443-100%$25.5M———
Arax Advisory Partners
N/A—212,382-212,382-100%$25.4M———
Integrated Wealth Concepts LLC
N/A—206,955-206,955-100%$24.7M———
Fiduciary Trust Co
N/A—203,386-203,386-100%$24.3M———
Colter Lewis Investment Partners LLC
N/A—203,251-203,251-100%$24.3M———
Natixis Advisors, LLC
N/A—198,798-198,798-100%$23.8M———
Sound View Wealth Advisors Group, LLC
N/A—197,243-197,243-100%$23.6M———
Main Management LLC
N/A—195,191-195,191-100%$23.3M———
Savvy Advisors, Inc.
N/A—194,680-194,680-100%$23.3M———
Curi Capital, LLC
N/A—193,280-193,280-100%$23.1M———
Scotia Capital Inc.
N/A—191,433-191,433-100%$22.9M———
Beacon Pointe Advisors, LLC
N/A—183,754-183,754-100%$22.0M———
Foundations Investment Advisors, LLC
N/A—179,282-179,282-100%$21.4M———
FCA Corp
N/A—171,896-171,896-100%$20.5M———
Madden Advisory Services, Inc.
N/A—169,988-169,988-100%$20.3M———
Western Wealth Management, LLC
N/A—168,022-168,022-100%$20.1M———
O'shaughnessy Asset Management, LLC
N/A—167,193-167,193-100%$20.0M———
Snowden Capital Advisors LLC
N/A—165,024-165,024-100%$19.7M———
Crewe Advisors LLC
N/A—164,416-164,416-100%$19.7M———
Karpus Management, Inc.
N/A—161,378-161,378-100%$19.3M———
Dorsey & Whitney Trust Co LLC
N/A—153,785-153,785-100%$18.4M———
Wall Street Financial Group, Inc.
N/A—151,829-151,829-100%$18.1M———
Mutual Advisors, LLC
N/A—151,059-151,059-100%$18.1M———
Advisory Services Network, LLC
N/A—150,205-150,205-100%$18.0M———
Atlas Legacy Advisors, LLC
N/A—147,000-147,000-100%$17.7M———
Waverly Advisors, LLC
N/A—145,966-145,966-100%$17.4M———
Glenmede Trust Co NA
N/A—139,555-139,555-100%$16.7M———
Osbon Capital Management LLC
N/A—133,586-133,586-100%$16.0M———
IFG Advisory, LLC
N/A—133,308-133,308-100%$15.9M———
SouthState Bank Corp
N/A—125,375-125,375-100%$15.0M———
Blair William & Co
N/A—125,123-125,123-100%$15.0M———
CIBC World Market Inc.
N/A—124,990-124,990-100%$14.9M———
Pinnacle Financial Partners, Inc.
N/A—123,361-123,361-100%$14.7M———
New Insight Wealth Advisors
N/A—122,345-122,345-100%$14.6M———
D. E. Shaw & Co., Inc.
N/A—119,879-119,879-100%$14.3M———
Leavell Investment Management, Inc.
N/A—116,495-116,495-100%$13.9M———
AE Wealth Management LLC
N/A—114,957-114,957-100%$13.7M———
Moneta Group Investment Advisors LLC
N/A—114,850-114,850-100%$13.7M———
Perennial Investment Advisors, LLC
N/A—113,963-113,963-100%$13.6M———
Alexander Labrunerie & Co., Inc.
N/A—111,148-111,148-100%$13.3M———
World Investment Advisors
N/A—109,110-109,110-100%$19.7M———
Neuberger Berman Group LLC
N/A—108,890-108,890-100%$13.0M———
Haverford Trust Co
N/A—107,159-107,159-100%$12.8M———
Chevy Chase Trust Holdings, LLC
N/A—106,610-106,610-100%$12.7M———
Bouchey Financial Group, Ltd.
N/A—106,026-106,026-100%$12.7M———
Vista Investment Management
N/A—104,651-104,651-100%$12.5M———
CIBC Bancorp USA Inc.
N/A—104,042-104,042-100%$12.5M———
Advisors Capital Management, LLC
N/A—102,858-102,858-100%$12.3M———
Summit Financial, LLC
N/A—102,695-102,695-100%$12.3M———
NorthRock Partners, LLC
N/A—102,247-102,247-100%$12.2M———
United Capital Financial Advisors, LLC
N/A—101,885-101,885-100%$12.2M———
Freestone Capital Holdings, LLC
N/A—100,115-100,115-100%$12.0M———
Atlas Capital Advisors Inc.
N/A—99,992-99,992-100%$12.0M———
Kingsview Wealth Management, LLC
N/A—94,321-94,321-100%$11.3M———
Bravias Capital Group, LLC
N/A—93,648-93,648-100%$11.2M———
Vestmark Advisory Solutions, Inc.
N/A—92,874-92,874-100%$11.1M———
Tudor Investment Corp ET AL
N/A—91,364-91,364-100%$10.9M———
Banco Santander, S.A.
N/A—90,531-90,531-100%$10.8M———
Swan Capital LLC
N/A—89,157-89,157-100%$10.7M———
Gladstone Institutional Advisory LLC
N/A—88,809-88,809-100%$10.6M———
Advisors Preferred, LLC
N/A—88,342-88,342-100%$10.1M———
Dougherty & Associates, LLC
N/A—83,721-83,721-100%$10.0M———
FPC Investment Advisory, Inc.
N/A—82,652-82,652-100%$9.3M———
BNP Paribas Financial Markets
N/A—82,634-82,634-100%$9.9M———
Smith, Moore & Co.
N/A—80,726-80,726-100%$9.6M———
Hancock Whitney Corp
N/A—79,859-79,859-100%$9.5M———
Commerce Bank
N/A—78,776-78,776-100%$9.4M———
Rothschild Wealth LLC
N/A—77,037-77,037-100%$9.2M———
Flputnam Investment Management Co
N/A—74,466-74,466-100%$8.9M———
Focus Partners Advisor Solutions, LLC
N/A—74,342-74,342-100%$8.9M———
Ausdal Financial Partners, Inc.
N/A—74,237-74,237-100%$8.9M———
Goepper Burkhardt LLC
N/A—73,880-73,880-100%$8.8M———
NewEdge Wealth, LLC
N/A—71,853-71,853-100%$8.6M———
Ridge Creek Global, Inc
N/A—71,453-71,453-100%$8.5M———
Wulff, Hansen & Co.
N/A—69,347-69,347-100%$8.3M———
Atlantic Family Wealth, LLC
N/A—69,066-69,066-100%$8.3M———
Pallas Capital Advisors LLC
N/A—68,837-68,837-100%$8.2M———
CreativeOne Wealth, LLC
N/A—68,347-68,347-100%$8.2M———
Argo Wealth Advisory, LLC
N/A—66,813-66,813-100%$8.0M———
Huntington National Bank
N/A—66,791-66,791-100%$8.0M———
Sequoia Financial Advisors, LLC
N/A—66,744-66,744-100%$8.0M———
Belpointe Asset Management LLC
N/A—66,667-66,667-100%$8.0M———
Empower Advisory Group, LLC
N/A—66,649-66,649-100%$8.0M———
Main Street Financial Solutions, LLC
N/A—66,507-66,507-100%$7.9M———
Wealthspire Advisors, LLC
N/A—65,928-65,928-100%$7.9M———
Global Retirement Partners, LLC
N/A—65,861-65,861-100%$7.9M———
Bartlett & Co. Wealth Management LLC
N/A—65,722-65,722-100%$7.9M———
Sheridan Capital Management, LLC
N/A—65,475-65,475-100%$7.8M———
Trinity Legacy Partners, LLC
N/A—65,097-65,097-100%$7.4M———
Wealthspire Retirement, LLC
N/A—64,502-64,502-100%$7.7M———
One Charles Private Wealth Services, LLC
N/A—63,908-63,908-100%$7.6M———
GWN Securities Inc.
N/A—63,478-63,478-100%$7.6M———
Elm Partners Management LLC
N/A—63,210-63,210-100%$7.6M———
Syon Capital LLC
N/A—62,818-62,818-100%$7.5M———
Atlantic Union Bankshares Corp
N/A—62,704-62,704-100%$7.5M———
Drucker Wealth 3.0, LLC
N/A—62,687-62,687-100%$7.5M———
BTG Pactual Asset Management US LLC
N/A—62,639-62,639-100%$7.5M———
Tandem Wealth Advisors LLC
N/A—62,550-62,550-100%$7.5M———
IHT Wealth Management, LLC
N/A—61,499-61,499-100%$7.4M———
Summit Trail Advisors, LLC
N/A—59,883-59,883-100%$7.2M———
Hilltop Holdings Inc.
N/A—59,365-59,365-100%$7.1M———
Mmbg Investment Advisors Co.
N/A—57,800-57,800-100%$6.9M———
Clark Capital Management Group, Inc.
N/A—57,229-57,229-100%$6.8M———
Caprock Group, LLC
N/A—56,136-56,136-100%$6.7M———
Zhang Financial LLC
N/A—55,695-55,695-100%$6.7M———
Sierra Capital LLC
N/A—54,732-54,732-100%$6.5M———
Theory Financial LLC
N/A—53,392-53,392-100%$6.4M———
Joule Financial, LLC
N/A—53,143-53,143-100%$6.4M———
BFC Planning, Inc.
N/A—53,087-53,087-100%$6.3M———
Principal Securities, Inc.
N/A—52,881-52,881-100%$6.3M———
N.E.W. Advisory Services LLC
N/A—52,766-52,766-100%$6.3M———
Tradition Wealth Management, LLC
N/A—52,732-52,732-100%$6.3M———
HighPoint Advisor Group LLC
N/A—52,422-52,422-100%$6.3M———
Schnieders Capital Management, Llc.
N/A—52,376-52,376-100%$6.3M———
Aptus Capital Advisors, LLC
N/A—51,957-51,957-100%$6.2M———
Asset Management Group, Inc.
N/A—51,898-51,898-100%$6.2M———
Allianz Asset Management GmbH
N/A—51,300-51,300-100%$6.1M———
Rehmann Capital Advisory Group
N/A—51,190-51,190-100%$6.1M———
SageGuard Financial Group, LLC
N/A—51,149-51,149-100%$6.1M———
Arkadios Wealth Advisors
N/A—51,061-51,061-100%$6.1M———
Bellevue Asset Management, LLC
N/A—51,058-51,058-100%$6.1M———
Federation des caisses Desjardins du Quebec
N/A—51,011-51,011-100%$6.1M———
Capital Advisors Inc
N/A—50,831-50,831-100%$6.1M———
Kovack Advisors, Inc.
N/A—50,821-50,821-100%$6.0M———
Bessemer Group Inc
N/A—50,628-50,628-100%$6.1M———
Vision Retirement, LLC
N/A—49,253-49,253-100%$5.9M———
Franklin Resources Inc
N/A—48,737-48,737-100%$5.8M———
Farmers National Bank
N/A—48,581-48,581-100%$5.8M———
Vanguard National Trust Co
N/A—48,296-48,296-100%$5.8M———
Dakota Wealth Management
N/A—47,865-47,865-100%$5.7M———
Proficio Capital Partners LLC
N/A—47,688-47,688-100%$5.7M———
Stephens Inc
N/A—47,610-47,610-100%$5.7M———
Thomasville National Bank
N/A—46,384-46,384-100%$5.5M———
Renaissance Technologies LLC
N/A—46,309-46,309-100%$5.5M———
Latko Wealth Management, Ltd.
N/A—45,942-45,942-100%$5.5M———
PeakShares LLC
N/A—45,916-45,916-100%$5.5M———
Clifford Group, LLC
N/A—45,472-45,472-100%$5.4M———
Ciovacco Capital Management LLC
N/A—45,214-45,214-100%$5.4M———
Insigneo Advisory Services, LLC
N/A—44,940-44,940-100%$5.4M———
Concentrum Wealth Management
N/A—44,722-44,722-100%$5.3M———
Orographic Financial Advisors, LLC
N/A—44,123-44,123-100%$5.4K———
Davis R M Inc
N/A—44,066-44,066-100%$5.3M———
Stratos Wealth Advisors, LLC
N/A—43,176-43,176-100%$5.2M———
Simmons Bank
N/A—42,901-42,901-100%$5.1M———
RWA Wealth Partners, LLC
N/A—42,110-42,110-100%$5.0M———
Peregrine Asset Advisers, Inc.
N/A—41,627-41,627-100%$5.0M———
Parker Investment Management, LLC
N/A—40,842-40,842-100%$4.9M———
Essex Financial Services, Inc.
N/A—40,611-40,611-100%$4.9M———
Tower Research Capital LLC (TRC)
N/A—40,198-40,198-100%$4.8M———
Cozad Asset Management Inc
N/A—40,184-40,184-100%$4.8M———
Centaurus Financial, Inc.
N/A—40,122-40,122-100%$4.8M———
Houlihan Financial Resource Group, Ltd.
N/A—39,746-39,746-100%$4.8M———
Nuveen, LLC
N/A—38,461-38,461-100%$4.6M———
Jane Street Group, LLC
N/A—38,070-38,070-100%$4.6M———
St. Nicholas Private Asset Management, Inc
N/A—37,844-37,844-100%$4.5M———
Composition Wealth, LLC
N/A—37,299-37,299-100%$4.5M———
Transcend Capital Advisors, LLC
N/A—36,304-36,304-100%$4.3M———
Symphony Financial Services, Inc.
N/A—35,680-35,680-100%$4.3M———
Truepoint, Inc.
N/A—34,432-34,432-100%$4.1M———
Bradley Foster & Sargent Inc
N/A—34,150-34,150-100%$4.1M———
Rathbones Group PLC
N/A—34,142-34,142-100%$4.1M———
Hollencrest Capital Management
N/A—33,999-33,999-100%$4.1M———
First Trust Advisors LP
N/A—33,776-33,776-100%$4.0M———
Argent Trust Co
N/A—33,440-33,440-100%$4.0M———
Great Valley Advisor Group, Inc.
N/A—32,931-32,931-100%$3.9M———
Richmond Brothers, Inc.
N/A—32,345-32,345-100%$3.9M———
Synergy Financial Group, LTD
N/A—31,496-31,496-100%$3.8M———
NWM Advisors, LLC
N/A—31,150-31,150-100%$3.7M———
Lbmc Investment Advisors, LLC
N/A—31,118-31,118-100%$3.7M———
Kirtland Hills Capital Management, LLC
N/A—30,529-30,529-100%$3.6M———
Financial Engines Advisors L.L.C.
N/A—29,569-29,569-100%$3.5M———
Atomic Invest LLC
N/A—29,497-29,497-100%$3.4M———
OneDigital Investment Advisors LLC
N/A—29,489-29,489-100%$3.5M———
Brookwood Investment Group LLC
N/A—29,380-29,380-100%$3.5M———
Checchi Capital Advisers, LLC
N/A—29,314-29,314-100%$3.5M———
Ethos Financial Group, LLC
N/A—29,136-29,136-100%$3.2M———
Tranquilli Financial Advisor LLC
N/A—29,061-29,061-100%$3.5M———
Goldstone Financial Group, LLC
N/A—27,986-27,986-100%$3.3M———
Gross & Hartman Investments LLC
N/A—27,463-27,463-100%$3.3M———
Bridgewater Advisors Inc.
N/A—27,211-27,211-100%$3.1M———
LOM Asset Management Ltd
N/A—26,816-26,816-100%$3.2M———
Strategic Investment Solutions, Inc.
N/A—26,738-26,738-100%$3.2M———
FourThought Financial Partners, LLC
N/A—26,657-26,657-100%$3.2M———
Modern Wealth Management, LLC
N/A—26,656-26,656-100%$3.2M———
Timbuktu Capital Management, LLC
N/A—26,364-26,364-100%$3.2M———
Wealth Management Associates, Inc.
N/A—26,334-26,334-100%$3.1M———
Snowwater Investment Partners, LLC
N/A—26,122-26,122-100%$3.1M———
PFG Investments, LLC
N/A—26,106-26,106-100%$3.1M———
Bragg Financial Advisors, Inc
N/A—25,778-25,778-100%$3.1M———
Ballentine Partners, LLC
N/A—25,640-25,640-100%$3.1M———
Whittier Trust Co
N/A—25,501-25,501-100%$3.0M———
Evercore Wealth Management, LLC
N/A—25,400-25,400-100%$3.0M———
Douglass Winthrop Advisors, LLC
N/A—24,560-24,560-100%$2.9M———
Nwam LLC
N/A—24,526-24,526-100%$2.9M———
Marex Group Ltd
N/A—24,336-24,336-100%$2.9M———
Hanover Advisors Inc
N/A—23,883-23,883-100%$2.9M———
Two Sigma Securities, LLC
N/A—23,702-23,702-100%$2.8M———
Lazard Asset Management LLC
N/A—23,653-23,653-100%$2.8M———
Betterment LLC
N/A—23,630-23,630-100%$2.8M———
Birchcreek Wealth Management, LLC
N/A—23,522-23,522-100%$2.8M———
National Philanthropic Trust
N/A—23,483-23,483-100%$2.8M———
Benjamin Edwards Inc
N/A—23,324-23,324-100%$2.8M———
Qube Research & Technologies Ltd
N/A—23,142-23,142-100%$2.8M———
Charles Schwab Investment Management Inc
N/A—23,113-23,113-100%$2.8M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—23,082-23,082-100%$2.8M———
RiverFront Investment Group, LLC
N/A—22,870-22,870-100%$2.7M———
Panoramic Investment Advisors, LLC
N/A—22,689-22,689-100%$2.7M———
Cannell & Spears LLC
N/A—22,658-22,658-100%$2.7M———
SOA Wealth Advisors, Llc.
N/A—22,593-22,593-100%$2.7M———
HRT Financial LP
N/A—22,368-22,368-100%$2.7M———
Guardian Wealth Advisors, LLC / NC
N/A—22,359-22,359-100%$2.7M———
Sovereign Financial Group, Inc.
N/A—22,341-22,341-100%$2.7M———
Envestnet Portfolio Solutions, Inc.
N/A—22,263-22,263-100%$2.7M———
Next Capital Management LLC
N/A—22,184-22,184-100%$2.7M———
Dunhill Financial, LLC
N/A—21,752-21,752-100%$2.6M———
AlTi Global, Inc.
N/A—21,393-21,393-100%$2.6M———
Cardiff Park Advisors, LLC
N/A—21,041-21,041-100%$2.5M———
Security National Bank of Sioux City Iowa
N/A—20,976-20,976-100%$2.5M———
Pacific SUN Financial Corp
N/A—20,908-20,908-100%$2.5M———
Jacobs Equity LLC
N/A—20,487-20,487-100%$2.4M———
Safe Harbor Family Capital, LLC
N/A—20,485-20,485-100%$2.4M———
American Trust
N/A—20,313-20,313-100%$2.4M———
Cahill Financial Advisors Inc
N/A—20,036-20,036-100%$2.4M———
Bearing Point Capital, LLC
N/A—19,783-19,783-100%$2.4M———
Gateway Wealth Partners, LLC
N/A—19,696-19,696-100%$2.4M———
Madison Wealth Partners, Inc
N/A—19,613-19,613-100%$2.3M———
Round Rock Advisors LLC
N/A—19,470-19,470-100%$2.3M———
Security National Bank of SO DAK
N/A—19,287-19,287-100%$2.3M———
Stonebridge Financial Group, LLC
N/A—19,108-19,108-100%$2.3M———
Brown Brothers Harriman & Co
N/A—19,024-19,024-100%$2.3M———
Pure Financial Advisors, LLC
N/A—18,916-18,916-100%$2.3M———
Maripau Wealth Management LLC
N/A—18,840-18,840-100%$2.3M———
Keystone Financial Group
N/A—18,163-18,163-100%$2.2M———
QRG Capital Management, Inc.
N/A—17,978-17,978-100%$2.1M———
Resolute Advisors LLC
N/A—17,749-17,749-100%$2.1M———
WJ Financial Advisors LLC
N/A—17,670-17,670-100%$2.1M———
Independent Advisor Alliance
N/A—17,511-17,511-100%$2.1M———
J. M. Brown & Associates Inc.
N/A—17,432-17,432-100%$2.1M———
Cary Street Partners Financial LLC
N/A—17,296-17,296-100%$2.1M———
Choate Investment Advisors
N/A—17,240-17,240-100%$2.1M———
Cascades Capital Asset Management, LLC
N/A—17,185-17,185-100%$2.1M———
BOK Financial Private Wealth, Inc.
N/A—17,153-17,153-100%$2.1M———
LM Advisors LLC
N/A—17,075-17,075-100%$2.0M———
Orleans Capital Management Corp
N/A—16,984-16,984-100%$2.0M———
Stock Yards Bank & Trust Co
N/A—16,832-16,832-100%$2.0M———
Innovative Asset Advisors Group, LLC
N/A—16,826-16,826-100%$2.0M———
Berger Financial Group, Inc
N/A—16,245-16,245-100%$1.9M———
JTC Employer Solutions Trustee Ltd
N/A—16,224-16,224-100%$1.9M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—16,131-16,131-100%$1.9M———
Empowered Funds, LLC
N/A—16,054-16,054-100%$1.9M———
Cambria Investment Management, L.P.
N/A—16,054-16,054-100%$1.9M———
Regal Investment Advisors LLC
N/A—15,941-15,941-100%$1.9M———
Bogart Wealth, LLC
N/A—15,757-15,757-100%$1.9M———
Private Wealth Advisors, LLC
N/A—15,729-15,729-100%$1.9M———
Pine Valley Investments Ltd Liability Co
N/A—15,648-15,648-100%$1.9M———
Manning & Napier Advisors LLC
N/A—15,637-15,637-100%$1.9M———
Hershey Financial Advisers, LLC
N/A—15,599-15,599-100%$1.9M———
Anchor Bay Capital, Inc.
N/A—15,581-15,581-100%$1.9M———
Nicolet Bankshares Inc
N/A—15,544-15,544-100%$1.8M———
OneAscent Financial Services LLC
N/A—15,493-15,493-100%$1.9M———
Coldstream Capital Management Inc
N/A—15,429-15,429-100%$1.8M———
Riverpoint Wealth Management Holdings, LLC
N/A—15,365-15,365-100%$1.8M———
17 Capital Partners, LLC
N/A—15,252-15,252-100%$1.8M———
Christine Messmer PC
N/A—15,149-15,149-100%$1.8M———
Castle Wealth Management LLC
N/A—15,142-15,142-100%$1.8M———
Leo H. Evart, Inc.
N/A—14,893-14,893-100%$1.8M———
TAGStone Capital, Inc.
N/A—14,804-14,804-100%$1.8M———
Conservest Capital Advisors, Inc.
N/A—14,782-14,782-100%$1.8M———
Bleakley Financial Group, LLC
N/A—14,580-14,580-100%$1.7M———
Squarepoint Ops LLC
N/A—14,264-14,264-100%$1.7M———
Kiley Juergens Wealth Management, LLC
N/A—14,176-14,176-100%$1.7M———
Fortis Capital Advisors, LLC
N/A—13,979-13,979-100%$1.7M———
Sandy Cove Advisors, LLC
N/A—13,939-13,939-100%$1.7M———
Heritage Trust Co
N/A—13,880-13,880-100%$1.7M———
Per Stirling Capital Management, Llc.
N/A—13,753-13,753-100%$1.6M———
Oxford Financial Group, Ltd. LLC
N/A—13,704-13,704-100%$1.6M———
Addison Capital Co
N/A—13,448-13,448-100%$1.6M———
Redwood Investment Management, LLC
N/A—13,424-13,424-100%$1.6M———
Arete Wealth Advisors, LLC
N/A—13,292-13,292-100%$1.6M———
Rothschild Investment LLC
N/A—13,253-13,253-100%$1.6M———
Garrison Point Advisors, LLC
N/A—13,152-13,152-100%$1.6M———
Applied Capital LLC
N/A—12,986-12,986-100%$1.6M———
UBS Asset Management Americas LLC
N/A—12,894-12,894-100%$1.5M———
Advisory Alpha, LLC
N/A—12,768-12,768-100%$1.5M———
Daybright Advisory Services, Inc.
N/A—12,644-12,644-100%$1.4M———
VSM Wealth Advisory, LLC
N/A—12,551-12,551-100%$1.5M———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—12,505-12,505-100%$1.5M———
MOR Wealth Management, LLC
N/A—12,487-12,487-100%$1.5M———
Range Advisory, LLC
N/A—12,477-12,477-100%$1.5M———
Moment Partners, LLC
N/A—12,440-12,440-100%$1.5M———
Kayne Anderson Rudnick Investment Management LLC
N/A—12,343-12,343-100%$1.5M———
Berkeley Capital Partners, LLC
N/A—12,248-12,248-100%$1.5M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—12,160-12,160-100%$1.4M———
Strategies Wealth Advisors, LLC
N/A—12,022-12,022-100%$1.4M———
Kintra Wealth, LLC
N/A—11,855-11,855-100%$1.5M———
Kropog Financial Group, LLC
N/A—11,846-11,846-100%$1.4M———
Chesapeake Wealth Management
N/A—11,830-11,830-100%$1.4M———
Liberty Square Wealth Partners LLC
N/A—11,678-11,678-100%$1.4M———
WNY Asset Management, LLC
N/A—11,544-11,544-100%$1.4M———
Fairview Capital Investment Management, LLC
N/A—11,536-11,536-100%$1.4M———
Trivant Custom Portfolio Group, LLC
N/A—11,482-11,482-100%$1.4M———
Coastal Bridge Advisors, LLC
N/A—11,438-11,438-100%$1.4M———
Wellspring Financial Advisors, LLC
N/A—11,102-11,102-100%$1.3M———
Topsail Wealth Management, LLC
N/A—11,100-11,100-100%$1.3M———
Alteri Wealth LLC
N/A—11,059-11,059-100%$1.3M———
Sequent Planning LLC
N/A—11,043-11,043-100%$1.3M———
Wilson & Boucher Capital Management, LLC
N/A—11,000-11,000-100%$1.3M———
Heritage Wealth Advisors
N/A—10,911-10,911-100%$1.3M———
Clare Market Investments LLC
N/A—10,761-10,761-100%$1.3M———
Ancora Advisors LLCA
N/A—10,487-10,487-100%$1.3M———
Chokshi & Queen Wealth Advisors, Inc
N/A—10,428-10,428-100%$1.2M———
Mosaic Advisors LLC
N/A—10,424-10,424-100%$1.2M———
Red Door Wealth Management, LLC
N/A—10,406-10,406-100%$1.2M———
Orion Porfolio Solutions, LLC
N/A—10,391-10,391-100%$1.2M———
Baltimore-Washington Financial Advisors, Inc.
N/A—10,214-10,214-100%$1.2M———
Westmount Partners, LLC
N/A—10,197-10,197-100%$1.2M———
Xcelsior Advisor Partners LLC
N/A—10,136-10,136-100%$1.2M———
Performance Wealth Partners, LLC
N/A—10,123-10,123-100%$1.2M———
Geneos Wealth Management Inc.
N/A—10,116-10,116-100%$1.2M———
Jackson, Grant Investment Advisers, Inc.
N/A—10,093-10,093-100%$1.2M———
First American Trust, FSB
N/A—10,092-10,092-100%$1.2M———
Holderness Investments Co
N/A—10,040-10,040-100%$1.2M———
Allied Private Wealth LLC
N/A—10,008-10,008-100%$1.2M———
CCG Wealth Management, LLC
N/A—10,002-10,002-100%$1.2M———
Midwestern Financial, LLC
N/A—9,861-9,861-100%$1.2M———
North Star Asset Management Inc
N/A—9,801-9,801-100%$1.2M———
Tidemark, LLC
N/A—9,778-9,778-100%$1.2M———
First Manhattan Co. Llc.
N/A—9,754-9,754-100%$1.2M———
Empirical Asset Management, LLC
N/A—9,697-9,697-100%$1.2M———
Peak Retirement Planning, Inc.
N/A—9,616-9,616-100%$1.1M———
Texas Capital Bank Wealth Management Services Inc
N/A—9,415-9,415-100%$1.1M———
Canal Capital Management, LLC
N/A—9,218-9,218-100%$1.1M———
Nova Wealth Management, Inc.
N/A—9,148-9,148-100%$1.1M———
Mission Creek Capital Partners, Inc.
N/A—9,054-9,054-100%$1.1M———
Meridian Wealth Advisors, LLC
N/A—9,043-9,043-100%$1.1M———
Alpha Financial Partners LLC
N/A—8,867-8,867-100%$1.1M———
Becker Capital Management Inc
N/A—8,776-8,776-100%$1.0M———
Parallax Volatility Advisers, L.P.
N/A—8,715-8,715-100%$1.0M———
Claret Asset Management Corp
N/A—8,704-8,704-100%$1.0M———
Vickerman Investment Advisors, Inc.
N/A—8,592-8,592-100%$1.0M———
Matrix Private Capital Group LLC
N/A—8,467-8,467-100%$1.0M———
Headinvest, LLC
N/A—8,452-8,452-100%$1.0M———
Sunflower Bank, N.A.
N/A—8,383-8,383-100%$1.0M———
RB Capital Management, LLC
N/A—8,359-8,359-100%$999.1K———
Roble, Belko & Company, Inc
N/A—8,336-8,336-100%$996.0K———
Inspire Advisors, LLC
N/A—8,276-8,276-100%$989.1K———
Thoroughbred Financial Services, LLC
N/A—8,172-8,172-100%$976.0K———
Twin Peaks Wealth Advisors, LLC
N/A—8,128-8,128-100%$971.5K———
Bawa N Mallick Trust
N/A—8,080-8,080-100%$965.7K———
Ingalls & Snyder LLC
N/A—8,040-8,040-100%$961.0K———
Meeder Advisory Services, Inc.
N/A—8,033-8,033-100%$960.1K———
Orcam Financial Group
N/A—8,007-8,007-100%$957.0K———
Founders Financial Alliance, LLC
N/A—7,993-7,993-100%$955.4K———
Keel Point, LLC
N/A—7,943-7,943-100%$949.4K———
Prosperity Consulting Group, LLC
N/A—7,904-7,904-100%$944.7K———
Stratos Investment Management, LLC
N/A—7,902-7,902-100%$944.5K———
Consultiva Wealth Management, Corp.
N/A—7,881-7,881-100%$941.9K———
Capital Analysts, LLC
N/A—7,697-7,697-100%$920.0K———
Charter Research & Investment Group, Inc.
N/A—7,600-7,600-100%$908.4K———
Hilltop Partners LLC
N/A—7,563-7,563-100%$904.0K———
Crews Bank & Trust
N/A—7,512-7,512-100%$897.8K———
Everpar Advisors LLC
N/A—7,479-7,479-100%$893.9K———
Laird Norton Wetherby Trust Company, LLC
N/A—7,429-7,429-100%$888.0K———
FAS Wealth Partners, Inc.
N/A—7,421-7,421-100%$886.9K———
Stonebridge Capital Advisors LLC
N/A—7,350-7,350-100%$878.5K———
ST Germain D J Co Inc
N/A—7,342-7,342-100%$877.5K———
Zacks Investment Management
N/A—7,322-7,322-100%$875.2K———
Caitlin John, LLC
N/A—7,309-7,309-100%$873.5K———
Warner Group LLC
N/A—7,248-7,248-100%$866.3K———
Johnson Financial Group, Inc.
N/A—7,224-7,224-100%$863.4K———
Kane Investment Management, Inc.
N/A—7,217-7,217-100%$862.6K———
Planning Directions Inc
N/A—7,208-7,208-100%$861.5K———
Bcgm Wealth Management, LLC
N/A—7,176-7,176-100%$857.7K———
National Bank of Canada
N/A—7,140-7,140-100%$852.9K———
Riverview Capital Advisers, LLC
N/A—7,097-7,097-100%$848.2K———
Optiver Holding B.V.
N/A—7,088-7,088-100%$847.2K———
Twin Focus Capital Partners, LLC
N/A—6,960-6,960-100%$831.9K———
Quadrature Capital Ltd
N/A—6,890-6,890-100%$823.5K———
Integrity Financial Corp
N/A—6,869-6,869-100%$821.0K———
Advyzon Investment Management, LLC
N/A—6,866-6,866-100%$820.6K———
Fidelis Capital Partners, LLC
N/A—6,864-6,864-100%$820.4K———
Monograph Wealth Advisors, LLC
N/A—6,856-6,856-100%$819.5K———
Fiduciary Financial Advisors
N/A—6,855-6,855-100%$819.2K———
Ellevest, Inc.
N/A—6,808-6,808-100%$813.7K———
American Investment Services, Inc.
N/A—6,792-6,792-100%$811.8K———
Continuum Advisory, LLC
N/A—6,772-6,772-100%$809.4K———
Howe & Rusling Inc
N/A—6,757-6,757-100%$807.6K———
Bluespring Wealth Management, LLC
N/A—6,719-6,719-100%$803.1K———
Manhattan West Asset Management, LLC
N/A—6,646-6,646-100%$794.4K———
Schrum Private Wealth Management LLC
N/A—6,639-6,639-100%$1.9M———
Silvercrest Asset Management Group LLC
N/A—6,632-6,632-100%$792.7K———
Henrickson Nauta Wealth Advisors, Inc.
N/A—6,613-6,613-100%$790.4K———
State Street Corp
N/A—6,587-6,587-100%$787.3K———
Strait & Sound Wealth Management LLC
N/A—6,565-6,565-100%$784.7K———
Vanguard Personalized Indexing Management, LLC
N/A—6,499-6,499-100%$776.8K———
Invesco Ltd.
N/A—6,451-6,451-100%$771.0K———
Safeguard Investment Advisory Group, LLC
N/A—6,415-6,415-100%$766.8K———
Garden State Investment Advisory Services LLC
N/A—6,377-6,377-100%$762.2K———
Mokan Wealth Management Inc.
N/A—6,360-6,360-100%$760.3K———
Silver OAK Securities, Incorporated
N/A—6,346-6,346-100%$758.5K———
Slagle Financial, LLC
N/A—6,299-6,299-100%$752.8K———
Meridian Wealth Partners, LLC
N/A—6,296-6,296-100%$752.5K———
Kickstand Ventures, Llc.
N/A—6,286-6,286-100%$751.3K———
Beckerman Institutional, LLC
N/A—6,178-6,178-100%$738.4K———
Nvest Financial, LLC
N/A—6,083-6,083-100%$727.1K———
Legacy Wealth Advisors, LLC
N/A—6,048-6,048-100%$722.9K———
Hamilton Wealth, LLC
N/A—6,037-6,037-100%$721.5K———
Fourth Dimension Wealth, LLC
N/A—6,022-6,022-100%$719.8K———
Arrowroot Family Office, LLC
N/A—5,986-5,986-100%$715.5K———
Mitchell Mcleod Pugh & Williams Inc
N/A—5,975-5,975-100%$714.2K———
Delta Investment Management, LLC
N/A—5,969-5,969-100%$713.4K———
Walleye Trading LLC
N/A—5,958-5,958-100%$712.1K———
Spirepoint Private Client, LLC
N/A—5,920-5,920-100%$707.6K———
Glassman Wealth Services
N/A—5,912-5,912-100%$706.6K———
Bank of Marin
N/A—5,904-5,904-100%$705.6K———
W1m Asset Management Ltd
N/A—5,837-5,837-100%$697.4K———
Fischer Investment Strategies, LLC
N/A—5,826-5,826-100%$696.4K———
Magnolia Capital Advisors LLC
N/A—5,816-5,816-100%$695.2K———
Susquehanna International Group, LLP
N/A—5,802-5,802-100%$693.5K———
Northstar Group, Inc.
N/A—5,768-5,768-100%$689.4K———
Francis Financial, Inc.
N/A—5,751-5,751-100%$687.4K———
Frisch Financial Group, Inc.
N/A—5,740-5,740-100%$686.0K———
Wescott Financial Advisory Group, LLC
N/A—5,716-5,716-100%$683.2K———
FWL Investment Management, LLC
N/A—5,714-5,714-100%$682.9K———
Ameriflex Group, Inc.
N/A—5,714-5,714-100%$682.9K———
Boreal Capital Management LLC
N/A—5,699-5,699-100%$681.2K———
Alpine Woods Capital Investors, LLC
N/A—5,680-5,680-100%$678.9K———
Sankala Group LLC
N/A—5,666-5,666-100%$677.9K———
Golden Road Advisors LLC
N/A—5,665-5,665-100%$677.1K———
Banco BTG Pactual S.A.
N/A—5,653-5,653-100%$675.6K———
Maimon Wealth Management Ltd.
N/A—5,600-5,600-100%$669.3K———
Triton Financial Group Inc
N/A—5,600-5,600-100%$669.3K———
Paragon Financial Partners, Inc.
N/A—5,597-5,597-100%$633.3K———
Sfmg, LLC
N/A—5,597-5,597-100%$669.0K———
Chaney Capital Management, Inc.
N/A—5,395-5,395-100%$644.8K———
Octavia Wealth Advisors, LLC
N/A—5,394-5,394-100%$644.7K———
Destination Wealth Management
N/A—5,184-5,184-100%$619.6K———
Payne Capital Management, LLC
N/A—5,104-5,104-100%$610.0K———
Hantz Financial Services, Inc.
N/A—5,033-5,033-100%$602.0K———
Arcus Capital Partners, LLC
N/A—5,016-5,016-100%$599.5K———
Capstone Financial Advisors, Inc.
N/A—5,012-5,012-100%$599.1K———
XTX Topco Ltd
N/A—4,960-4,960-100%$592.8K———
Bridges Investment Management Inc
N/A—4,920-4,920-100%$588.0K———
Legacy Capital Wealth Management, LLC
N/A—4,864-4,864-100%$581.3K———
360 Financial, Inc.
N/A—4,851-4,851-100%$579.8K———
Wealth Alliance, LLC
N/A—4,843-4,843-100%$578.8K———
EWA, LLC
N/A—4,797-4,797-100%$573.3K———
Jaffetilchin Investment Partners, LLC
N/A—4,764-4,764-100%$569.4K———
Petix & Botte Co
N/A—4,739-4,739-100%$566.5K———
Coppell Advisory Solutions LLC
N/A—4,715-4,715-100%$376.1K———
Ironwood Investment Counsel, LLC
N/A—4,710-4,710-100%$563.1K———
Cura Wealth Advisors, LLC
N/A—4,704-4,704-100%$562.2K———
Yarger Wealth Strategies, LLC
N/A—4,693-4,693-100%$554.1K———
Spartan Wealth Advisory Services LLC
N/A—4,689-4,689-100%$560.4K———
Cofg Advisors, LLC
N/A—4,671-4,671-100%$558.3K———
Second Line Capital, LLC
N/A—4,657-4,657-100%$556.6K———
Rollins Financial Advisors, LLC
N/A—4,632-4,632-100%$553.6K———
Signet Private Wealth LLC
N/A—4,613-4,613-100%$551.3K———
Liberty Wealth Management LLC
N/A—4,589-4,589-100%$3.2M———
Invst, LLC
N/A—4,589-4,589-100%$548.5K———
DF Dent & Co Inc
N/A—4,576-4,576-100%$546.9K———
RPg Family Wealth Advisory, LLC
N/A—4,560-4,560-100%$545.0K———
Compass Advisory Group LLC
N/A—4,547-4,547-100%$543.5K———
NorthCoast Asset Management LLC
N/A—4,536-4,536-100%$542.2K———
Vertex Planning Partners, LLC
N/A—4,519-4,519-100%$540.1K———
Sykon Capital LLC
N/A—4,480-4,480-100%$535.5K———
Permanent Capital Management, LP
N/A—4,458-4,458-100%$532.8K———
LRI Investments, LLC
N/A—4,360-4,360-100%$521.1K———
First Financial Bankshares Inc
N/A—4,352-4,352-100%$520.2K———
Barnes Pettey Financial Advisors, LLC
N/A—4,312-4,312-100%$515.3K———
Florida Financial Advisors, LLC
N/A—4,304-4,304-100%$514.4K———
Novare Capital Management LLC
N/A—4,273-4,273-100%$510.7K———
PCM Encore, LLC
N/A—4,272-4,272-100%$510.6K———
DV Trading LLC
N/A—4,271-4,271-100%$510.5K———
LaSalle St. Investment Advisors, LLC
N/A—4,259-4,259-100%$509.0K———
Seeds Investor LLC
N/A—4,256-4,256-100%$508.7K———
Balanced Wealth Group LLC
N/A—4,245-4,245-100%$507.4K———
Financial Plan, Inc.
N/A—4,224-4,224-100%$504.9K———
River Wealth Advisors LLC
N/A—4,223-4,223-100%$504.7K———
Pursue Wealth Partners LLC
N/A—4,169-4,169-100%$498.3K———
Quantbot Technologies LP
N/A—4,129-4,129-100%$493.5K———
URS Advisory LLC
N/A—4,102-4,102-100%$490.3K———
SHP Wealth Management
N/A—4,083-4,083-100%$488.0K———
Fortress Private Ledger, LLC
N/A—4,069-4,069-100%$486.4K———
Whittier Trust Co of Nevada Inc
N/A—4,056-4,056-100%$462.6K———
V2 Financial group LLC
N/A—4,000-4,000-100%$478.1K———
Campbell Capital Management Inc
N/A—3,992-3,992-100%$477.1K———
KEB Asset Management, LLC
N/A—3,988-3,988-100%$476.6K———
Glen Eagle Advisors, LLC
N/A—3,959-3,959-100%$473.2K———
Faithward Advisors, LLC
N/A—3,952-3,952-100%$472.4K———
Calton & Associates, Inc.
N/A—3,933-3,933-100%$470.1K———
Group One Trading LLC
N/A—3,816-3,816-100%$456.1K———
Sand Hill Global Advisors, LLC
N/A—3,812-3,812-100%$455.6K———
Exit Wealth Advisors, Llc.
N/A—3,795-3,795-100%$453.5K———
Everest Private Wealth
N/A—3,776-3,776-100%$451.3K———
ATLas Financial Planning LLC
N/A—3,776-3,776-100%$451.3K———
Tocqueville Asset Management L.P.
N/A—3,720-3,720-100%$444.6K———
Allium Financial Advisors, LLC
N/A—3,696-3,696-100%$441.7K———
Cheviot Value Management, LLC
N/A—3,688-3,688-100%$440.8K———
Valtrion Capital Management, LLC
N/A—3,665-3,665-100%$438.0K———
Greenwich Wealth Management LLC
N/A—3,658-3,658-100%$437.0K———
Foster & Motley Inc
N/A—3,651-3,651-100%$436.0K———
Panoramic Capital Partners, LLC
N/A—3,648-3,648-100%$436.0K———
GatePass Capital, LLC
N/A—3,631-3,631-100%$434.0K———
One Capital Management, LLC
N/A—3,625-3,625-100%$2.5M———
Baron Silver Stevens Financial Advisors, LLC
N/A—3,616-3,616-100%$432.2K———
Waddell & Associates, LLC
N/A—3,604-3,604-100%$430.8K———
Knightsbridge Asset Management, LLC
N/A—3,600-3,600-100%$430.3K———
Resolute Capital, LLC
N/A—3,596-3,596-100%$429.7K———
MWA Asset Management
N/A—3,553-3,553-100%$424.6K———
Cornerstone Financial Group, LLC
N/A—3,544-3,544-100%$423.6K———
Quent Capital, LLC
N/A—3,536-3,536-100%$422.6K———
BlackDiamond Wealth Management, LLC
N/A—3,496-3,496-100%$420.4K———
First National Advisers, LLC
N/A—3,480-3,480-100%$415.9K———
Ruggiero Investments, Inc.
N/A—3,454-3,454-100%$412.8K———
Godshalk Welsh Capital Management, Inc.
N/A—3,440-3,440-100%$411.1K———
BSW Wealth Partners
N/A—3,392-3,392-100%$405.4K———
Wimmer Associates 1, LLC
N/A—3,387-3,387-100%$404.8K———
Fort Point Capital Partners LLC
N/A—3,352-3,352-100%$400.6K———
FSB Premier Wealth Management, Inc.
N/A—3,340-3,340-100%$399.2K———
Conscious Wealth Investments, LLC
N/A—3,320-3,320-100%$385.2K———
Seaside Wealth Management, Inc.
N/A—3,307-3,307-100%$395.3K———
Wealthspan Partners, LLC
N/A—3,297-3,297-100%$394.0K———
Morse Asset Management, Inc
N/A—3,280-3,280-100%$392.0K———
Lakeridge Wealth Management LLC
N/A—3,265-3,265-100%$390.2K———
Quotient Wealth Partners, LLC
N/A—3,263-3,263-100%$390.0K———
Novak & Powell Financial Services, Inc.
N/A—3,215-3,215-100%$384.3K———
Cary Street Partners Investment Advisory LLC
N/A—3,201-3,201-100%$382.6K———
Resources Management Corp
N/A—3,196-3,196-100%$382.0K———
Disciplined Investors, L.L.C.
N/A—3,194-3,194-100%$381.8K———
Henson-Edgewater Management, LLC
N/A—3,160-3,160-100%$384.3K———
Westwood Holdings Group Inc
N/A—3,136-3,136-100%$374.8K———
Beacon Investment Advisors LLC
N/A—3,115-3,115-100%$372.4K———
Advance Capital Management, Inc.
N/A—3,107-3,107-100%$371.4K———
Fortis Capital Management LLC
N/A—3,106-3,106-100%$371.3K———
American Financial Advisors, LLC
N/A—3,079-3,079-100%$368.0K———
Financial Advisors Network, Inc.
N/A—3,049-3,049-100%$364.4K———
Compass Capital Corp
N/A—3,027-3,027-100%$369.1K———
Koss-Olinger Consulting, LLC
N/A—3,026-3,026-100%$361.7K———
X-Square Capital, LLC
N/A—3,022-3,022-100%$361.0K———
First Foundation Advisors
N/A—3,017-3,017-100%$360.5K———
Ogorek Anthony Joseph
N/A—3,016-3,016-100%$360.0K———
Apriem Advisors
N/A—2,997-2,997-100%$358.3K———
Battery Global Advisors, LLC
N/A—2,968-2,968-100%$354.7K———
Tiaa Wealth Investment Management LLC
N/A—2,949-2,949-100%$350.5K———
Cascade Financial Partners, LLC
N/A—2,904-2,904-100%$347.1K———
HTG Investment Advisors, Inc.
N/A—2,901-2,901-100%$346.7K———
Investor's Fiduciary Advisor Network, LLC
N/A—2,882-2,882-100%$344.0K———
Miller Capital Partners, Inc.
N/A—2,880-2,880-100%$344.2K———
Webster Bank, N. A.
N/A—2,872-2,872-100%$343.3K———
Thompson David Blair
N/A—2,872-2,872-100%$343.3K———
Mosaic Family Wealth Partners, LLC
N/A—2,856-2,856-100%$341.4K———
Emissary Wealth LLC
N/A—2,840-2,840-100%$339.4K———
Spreng Capital Management, Inc.
N/A—2,827-2,827-100%$337.9K———
Maridea Wealth Management LLC
N/A—2,797-2,797-100%$334.3K———
Denver Wealth Management, Inc.
N/A—2,786-2,786-100%$333.0K———
Pitti Group Wealth Management, LLC
N/A—2,736-2,736-100%$327.0K———
EFG International AG
N/A—2,729-2,729-100%$326.2K———
Trevian Wealth Management LLC
N/A—2,728-2,728-100%$326.0K———
Cambient Family Office, LLC
N/A—2,704-2,704-100%$323.2K———
Intellus Advisors LLC
N/A—2,696-2,696-100%$322.2K———
Mairs & Power Inc
N/A—2,690-2,690-100%$321.5K———
MJP Associates Inc
N/A—2,667-2,667-100%$318.8K———
Cedar Wealth Management, LLC
N/A—2,664-2,664-100%$318.4K———
McGowan Group Asset Management, Inc.
N/A—2,658-2,658-100%$317.7K———
Core Wealth Advisors, Inc.
N/A—2,648-2,648-100%$316.5K———
Evolve Private Wealth, LLC
N/A—2,647-2,647-100%$316.4K———
Resolute Wealth Strategies, LLC
N/A—2,638-2,638-100%$315.3K———
Chilton Investment Co Inc.
N/A—2,624-2,624-100%$313.6K———
Harborfront Financial Group LLC
N/A—2,620-2,620-100%$313.2K———
Hopwood Nicholas Hunter
N/A—2,617-2,617-100%$312.7K———
New Republic Capital, LLC
N/A—2,584-2,584-100%$308.8K———
Berkshire Asset Management LLC
N/A—2,560-2,560-100%$306.0K———
Colonial Trust Co / SC
N/A—2,527-2,527-100%$302.0K———
Medallion Wealth Advisors, LLC
N/A—2,525-2,525-100%$301.8K———
HM Payson & Co
N/A—2,504-2,504-100%$299.3K———
Ally Invest Advisors Inc.
N/A—2,497-2,497-100%$298.4K———
Strategic Investment Advisors / MI
N/A—2,471-2,471-100%$295.3K———
AssuredPartners Investment Advisors, LLC
N/A—2,469-2,469-100%$295.1K———
Cedarwood Wealth LLC
N/A—2,454-2,454-100%$293.3K———
FSA Advisors, Inc.
N/A—2,449-2,449-100%$292.1K———
Unconventional Investor, LLC
N/A—2,446-2,446-100%$292.4K———
M3 Advisory Group, LLC
N/A—2,434-2,434-100%$290.9K———
HFG Advisors, Inc.
N/A—2,432-2,432-100%$290.7K———
Callahan Advisors, LLC
N/A—2,432-2,432-100%$290.7K———
Alliancebernstein L.P.
N/A—2,432-2,432-100%$1.7M———
Ranch Capital Advisors Inc.
N/A—2,427-2,427-100%$290.1K———
Consilio Wealth Advisors, LLC
N/A—2,421-2,421-100%$289.3K———
Pincus Capital Management, LP
N/A—2,400-2,400-100%$286.8K———
Blue Edge Capital, LLC
N/A—2,400-2,400-100%$286.8K———
Yukon Wealth Management, Inc.
N/A—2,400-2,400-100%$286.8K———
Motco
N/A—2,392-2,392-100%$285.9K———
Whalerock Point Partners, LLC
N/A—2,392-2,392-100%$285.9K———
Drive Wealth Management, LLC
N/A—2,378-2,378-100%$284.2K———
Gilbert & Cook, Inc.
N/A—2,378-2,378-100%$284.3K———
BlueStem Wealth Partners, LLC
N/A—2,360-2,360-100%$282.0K———
Cornerstone Capital, Inc.
N/A—2,360-2,360-100%$282.1K———
Nelson Capital Management, LLC
N/A—2,357-2,357-100%$281.7K———
JT Stratford LLC
N/A—2,320-2,320-100%$277.3K———
Bank Hapoalim BM
N/A—2,304-2,304-100%$275.0K———
Greenline Wealth Management LLC
N/A—2,284-2,284-100%$272.9K———
Tyche Wealth Partners LLC
N/A—2,275-2,275-100%$271.9K———
Evernest Financial Advisors, LLC
N/A—2,273-2,273-100%$271.7K———
Trillium Asset Management, LLC
N/A—2,248-2,248-100%$268.7K———
HHM Wealth Advisors, LLC
N/A—2,245-2,245-100%$268.3K———
Vantage Point Financial LLC
N/A—2,234-2,234-100%$267.1K———
Hills Bank & Trust Co
N/A—2,218-2,218-100%$265.1K———
ArborFi Advisors, LLC
N/A—2,192-2,192-100%$262.0K———
Indie Asset Partners, LLC
N/A—2,176-2,176-100%$260.1K———
Bellars Harris Wealth Management, LLC
N/A—2,168-2,168-100%$259.1K———
Readystate Asset Management LP
N/A—2,144-2,144-100%$256.3K———
Steigerwald, Gordon & Koch Inc.
N/A—2,144-2,144-100%$256.3K———
Trivium Point Advisory, LLC
N/A—2,134-2,134-100%$255.1K———
McLaughlin Asset Management, Inc.
N/A—2,128-2,128-100%$254.3K———
New England Asset Management Inc
N/A—2,120-2,120-100%$253.4K———
Tobias Financial Advisors, Inc.
N/A—2,112-2,112-100%$252.4K———
Vines Capital Management, LLC
N/A—2,099-2,099-100%$250.9K———
Ellenbecker Investment Group
N/A—2,086-2,086-100%$249.4K———
PSI Advisors, LLC
N/A—2,072-2,072-100%$247.6K———
Integrated Investment Consultants, LLC
N/A—2,066-2,066-100%$246.9K———
Proffitt & Goodson Inc
N/A—2,047-2,047-100%$244.7K———
Ark Wealth Advisors LLC
N/A—2,040-2,040-100%$243.8K———
Taylor Hoffman Capital Management LLC
N/A—2,024-2,024-100%$241.9K———
Stonebrook Private Inc.
N/A—2,010-2,010-100%$240.2K———
Cornerstone Select Advisors, LLC
N/A—2,008-2,008-100%$240.0K———
Minot DeBlois Advisors LLC
N/A—2,000-2,000-100%$239.0K———
Private Wealth Asset Management, LLC
N/A—2,000-2,000-100%$239.0K———
Members Trust Co
N/A—1,968-1,968-100%$235.2K———
Coastwise Capital Group, LLC
N/A—1,932-1,932-100%$230.9K———
Fielder Capital Group LLC
N/A—1,912-1,912-100%$228.5K———
Strategic Financial Partners, Ltd.
N/A—1,908-1,908-100%$228.1K———
Providence Capital Advisors, LLC
N/A—1,896-1,896-100%$226.6K———
Plum Street Advisors, LLC
N/A—1,896-1,896-100%$226.6K———
Lifeworks Advisors, LLC
N/A—1,888-1,888-100%$225.7K———
Northstar Asset Management Inc
N/A—1,880-1,880-100%$224.7K———
Custos Family Office, LLC
N/A—1,874-1,874-100%$224.0K———
Sivia Capital Partners, LLC
N/A—1,872-1,872-100%$223.7K———
WealthTrust Axiom LLC
N/A—1,869-1,869-100%$223.4K———
Shelton Capital Management
N/A—1,856-1,856-100%$221.8K———
1ST Source Bank
N/A—1,848-1,848-100%$220.9K———
Clarion Wealth Managment Partners, LLC
N/A—1,848-1,848-100%$220.9K———
Bellwether Advisors, LLC
N/A—1,848-1,848-100%$220.9K———
Mayflower Financial Advisors, LLC
N/A—1,794-1,794-100%$214.4K———
McGinn Penninger Investment Management, Inc.
N/A—1,776-1,776-100%$212.0K———
Ames National Corp
N/A—1,776-1,776-100%$212.3K———
Cadia Private Client LLC
N/A—1,769-1,769-100%$211.5K———
Cassady Wealth & Retirement Planning, LLC
N/A—1,768-1,768-100%$211.3K———
Summit Wealth & Retirement Planning, Inc.
N/A—1,755-1,755-100%$209.8K———
Park Place Capital Corp
N/A—1,753-1,753-100%$209.5K———
Alesco Advisors, LLC, An ESL Co
N/A—1,732-1,732-100%$207.0K———
Klcm Advisors, Inc.
N/A—1,720-1,720-100%$205.6K———
Pointe Capital Management LLC
N/A—1,704-1,704-100%$203.7K———
Tolleson Wealth Management, Inc.
N/A—1,704-1,704-100%$203.7K———
Oxinas Partners, LLC
N/A—1,688-1,688-100%$201.8K———
Revere Asset Management, Inc
N/A—1,688-1,688-100%$201.8K———
Prasad Wealth Partners, LLC
N/A—1,683-1,683-100%$201.1K———
Seneca House Advisors
N/A—1,680-1,680-100%$200.8K———
Westfuller Advisors, LLC
N/A—1,638-1,638-100%$195.8K———
Cloud Capital Management, LLC
N/A—1,461-1,461-100%$222———
Millstone Evans Group, LLC
N/A—1,424-1,424-100%$170.2K———
Greykasell Wealth Strategies, Inc.
N/A—1,320-1,320-100%$157.8K———
Passive Capital Management, Llc.
N/A—1,281-1,281-100%$965.6K———
Copia Wealth Management
N/A—1,272-1,272-100%$152.0K———
Keating Financial Advisory Services, Inc.
N/A—1,248-1,248-100%$149.2K———
Aventura Private Wealth, LLC
N/A—1,216-1,216-100%$145.3K———
CNB Bank
N/A—1,184-1,184-100%$141.5K———
PlanVest Financial, Inc
N/A—1,184-1,184-100%$141.5K———
Schroder Investment Management Group
N/A—1,144-1,144-100%$136.7K———
Avalon Trust Co
N/A—1,120-1,120-100%$133.9K———
Rialto Wealth Management, LLC
N/A—1,094-1,094-100%$130.7K———
Operose Advisors LLC
N/A—1,073-1,073-100%$128.2K———
Smartleaf Asset Management LLC
N/A—1,062-1,062-100%$123.7K———
Beaird Harris Wealth Management, LLC
N/A—1,040-1,040-100%$124.3K———
Strategic Wealth Partners, Ltd.
N/A—992-992-100%$118.6K———
Strive Financial Group,LLC
N/A—976-976-100%$116.7K———
Godfrey Financial Associates, Inc.
N/A—964-964-100%$115.2K———
Burnham & Co LLC
N/A—944-944-100%$112.8K———
NI Acquisitions Company, LLC
N/A—921-921-100%$110.1K———
Raffa Wealth Management, LLC
N/A—920-920-100%$110.0K———
Ameritas Investment Partners, Inc.
N/A—808-808-100%$96.6K———
Twin Lakes Capital Management, LLC
N/A—801-801-100%$95.7K———
Synergy Investment Management, LLC
N/A—736-736-100%$88.0K———
Colonial Trust Advisors
N/A—728-728-100%$87.0K———
Delta Asset Management LLC
N/A—717-717-100%$85.7K———
Orion Capital Management LLC
N/A—712-712-100%$85.1K———
Mpwm Advisory Solutions, LLC
N/A—640-640-100%$76.5K———
Financial Gravity Companies, Inc.
N/A—600-600-100%$71.7K———
VAN DEN Berg Management I, Inc
N/A—600-600-100%$71.7K———
Paladin Advisory Group, LLC
N/A—599-599-100%$71.6K———
Game Plan Financial Advisors, LLC
N/A—545-545-100%$65.2K———
Bollard Group LLC
N/A—521-521-100%$62.0K———
1 North Wealth Services LLC
N/A—512-512-100%$61.2K———
WealthCollab, LLC
N/A—512-512-100%$61.2K———
Rice Partnership, LLC
N/A—480-480-100%$57.4K———
Napier Financial, LLC
N/A—432-432-100%$51.6K———
TD Capital Management LLC
N/A—425-425-100%$50.8K———
Smithfield Trust Co
N/A—416-416-100%$50.0K———
Tripletail Wealth Management, LLC
N/A—416-416-100%$47.7K———
Ramirez Asset Management, Inc.
N/A—416-416-100%$49.7K———
Tiaa Trust, National Association
N/A—400-400-100%$47.8K———
Monetary Management Group Inc
N/A—400-400-100%$47.8K———
Horizon Bancorp Inc
N/A—400-400-100%$48.0K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—384-384-100%$45.9K———
Kerr Financial Planning Corp
N/A—384-384-100%$45.9K———
Horizon Investments, LLC
N/A—360-360-100%$43.0K———
HighMark Wealth Management LLC
N/A—322-322-100%$38.5K———
Aberdeen Wealth Management LLC
N/A—301-301-100%$36.0K———
Rexford Capital Inc
N/A—264-264-100%$31.6K———
Frazier Financial Advisors, LLC
N/A—252-252-100%$30.2K———
Cbiz Investment Advisory Services, LLC
N/A—245-245-100%$171.0K———
Windsor Advisory Group, LLC
N/A—240-240-100%$28.7K———
Logan Capital Management Inc
N/A—219-219-100%$26.2K———
Graney & King, LLC
N/A—214-214-100%$25.6K———
Kilter Group LLC
N/A—192-192-100%$22.9K———
Vanguard Advisers Inc
N/A—164-164-100%$19.6K———
Migdal Insurance & Financial Holdings Ltd.
N/A—160-160-100%$19.1K———
Transamerica Financial Advisors, LLC
N/A—160-160-100%$19.1K———
Luminist Capital LLC
N/A—146-146-100%$0———
Purpose Unlimited Inc.
N/A—144-144-100%$17.5K———
Abound Financial, LLC
N/A—144-144-100%$17.2K———
Morris Financial Concepts, Inc.
N/A—125-125-100%$15.0K———
Financial Avengers, Inc.
N/A—113-113-100%$13.5K———
Chesapeake Asset Management LLC
N/A—104-104-100%$12.4K———
Meramec Financial Planners, LLC
N/A—104-104-100%$11.7K———
MidFirst Bank
N/A—88-88-100%$10.5K———
Mark Sheptoff Financial Planning, LLC
N/A—83-83-100%$10.0K———
Cordant, Inc.
N/A—80-80-100%$9.6K———
Financial Life Planners
N/A—57-57-100%$6.8K———
Caldwell Sutter Capital, Inc.
N/A—48-48-100%$5.7K———
Ankerstar Wealth, LLC
N/A—45-45-100%$5.4K———
Truvestments Capital LLC
N/A—40-40-100%$4.8K———
Bernard Wealth Management Corp.
N/A—24-24-100%$2.9K———
Prestige Wealth Management Group LLC
N/A—16-16-100%$1.9K———
GW&K Investment Management, LLC
N/A—7-7-100%$1———
Showing 2302 of 2302 institutions