IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Visa Inc-Class A Shares (V)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Bank of New York Mellon Corp
DECREASED
Shares11,247,458 from 11,373,238
Change-125,780 (-1%)
Value$4.0B (+$139.5M)
Filed 2026-11-05
Dimensional Fund Advisors LP
INCREASED
Shares9,276,745 from 9,052,248
Change+224,497 (+2%)
Value$3.3B (+$228.1M)
Filed 2026-11-04
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares7,115,058 from 7,050,013
Change+65,045 (+1%)
Value$2.6B (+$137.8M)
Filed 2026-11-05
Temasek Holdings (Private) Ltd
DECREASED
Shares6,106,751 from 6,597,214
Change-490,463 (-7%)
Value$2.2B (-$69.1M)
Filed 2026-10-28
Ninety One UK Ltd
DECREASED
Shares5,561,522 from 6,095,626
Change-534,104 (-9%)
Value$2.0B (-$92.9M)
Filed 2026-10-15
Sanders Capital, LLC
DECREASED
Shares4,783,872 from 4,796,303
Change-12,431 (0%)
Value$1.7B (+$73.4M)
Filed 2026-11-02
Principal Financial Group Inc
DECREASED
Shares4,416,033 from 4,693,213
Change-277,180 (-6%)
Value$1.6B (-$23.4M)
Filed 2026-11-02
Citigroup Inc
INCREASED
Shares4,371,083 from 3,763,669
Change+607,414 (+16%)
Value$1.6B (+$279.4M)
Filed 2026-11-04
Egerton Capital (UK) LLP
DECREASED
Shares4,079,226 from 4,264,651
Change-185,425 (-4%)
Value$1.5B (+$2.6M)
Filed 2026-10-20
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares3,948,776 from 4,080,445
Change-131,669 (-3%)
Value$1.4B (+$19.0M)
Filed 2026-10-29
Swedbank AB
INCREASED
Shares2,629,650 from 2,571,840
Change+57,810 (+2%)
Value$944.9M (+$62.5M)
Filed 2026-10-27
Pictet Asset Management Holding SA
DECREASED
Shares2,135,050 from 2,729,112
Change-594,062 (-22%)
Value$767.2M (-$169.1M)
Filed 2026-11-03
Robeco Institutional Asset Management B.V.
INCREASED
Shares2,012,704 from 1,833,793
Change+178,911 (+10%)
Value$723.2M (+$94.1M)
Filed 2026-10-20
MacKenzie Financial Corp
INCREASED
Shares1,987,972 from 1,882,250
Change+105,722 (+6%)
Value$714.3M (+$68.6M)
Filed 2026-11-02
DekaBank Deutsche Girozentrale
DECREASED
Shares1,889,339 from 1,908,755
Change-19,416 (-1%)
Value$690.2K (+$122.1K)
Filed 2026-10-27
Bank Julius Baer & Co. Ltd, Zurich
DECREASED
Shares1,735,366 from 1,754,598
Change-19,232 (-1%)
Value$625.8M (+$23.9M)
Filed 2026-10-29
Troy Asset Management Ltd
INCREASED
Shares1,632,979 from 1,632,408
Change+571 (+0%)
Value$586.8M (+$26.7M)
Filed 2026-10-28
Truist Financial Corp
DECREASED
Shares1,542,738 from 1,558,525
Change-15,787 (-1%)
Value$554.4M (+$19.6M)
Filed 2026-10-30
AMF Tjanstepension AB
UNCHANGED
Shares1,423,049 from 1,423,049
Change0 (0%)
Value$511.3M (+$23.1M)
Filed 2026-10-22
Flossbach VON Storch SE
DECREASED
Shares1,344,306 from 1,516,328
Change-172,022 (-11%)
Value$483.0M (-$37.2M)
Filed 2026-10-28
Alecta Tjanstepension Omsesidigt
DECREASED
Shares1,323,400 from 1,489,000
Change-165,600 (-11%)
Value$475.7M (-$34.5M)
Filed 2026-11-02
Thrivent Financial for Lutherans
INCREASED
Shares1,242,233 from 1,192,382
Change+49,851 (+4%)
Value$446.4K (-$408.6M)
Filed 2026-11-05
New York State Teachers Retirement System
DECREASED
Shares1,208,527 from 1,244,978
Change-36,451 (-3%)
Value$434.3K (-$426.7M)
Filed 2026-10-22
TD Waterhouse Canada Inc.
INCREASED
Shares1,203,973 from 1,182,750
Change+21,223 (+2%)
Value$433.7M (+$18.4M)
Filed 2026-10-16
Sustainable Growth Advisers, LP
DECREASED
Shares1,183,233 from 1,442,706
Change-259,473 (-18%)
Value$425.2M (-$69.8M)
Filed 2026-10-15
Local Pensions Partnership Investment Ltd
UNCHANGED
Shares1,071,979 from 1,071,979
Change0 (0%)
Value$385.3M (+$18.0M)
Filed 2026-10-26
Williams Jones Wealth Management, Llc.
DECREASED
Shares1,037,920 from 1,045,853
Change-7,933 (-1%)
Value$373.0M (+$14.1M)
Filed 2026-11-05
Markel Group Inc.
UNCHANGED
Shares1,013,912 from 1,013,912
Change0 (0%)
Value$364.3M (+$16.5M)
Filed 2026-10-30
Cardano Risk Management B.V.
INCREASED
Shares985,760 from 804,973
Change+180,787 (+22%)
Value$354.2K (+$78.0K)
Filed 2026-10-20
Creative Planning
INCREASED
Shares977,248 from 893,823
Change+83,425 (+9%)
Value$351.2M (+$44.5M)
Filed 2026-11-02
Compagnie Lombard Odier SCmA
INCREASED
Shares933,780 from 923,752
Change+10,028 (+1%)
Value$335.5M (+$18.6M)
Filed 2026-11-04
US Bancorp \de\
DECREASED
Shares899,589 from 907,180
Change-7,591 (-1%)
Value$323.2M (+$12.0M)
Filed 2026-11-05
Asset Management One Co., Ltd.
DECREASED
Shares899,158 from 899,673
Change-515 (0%)
Value$323.1M (+$14.4M)
Filed 2026-10-27
Allen Investment Management, LLC
DECREASED
Shares884,521 from 914,620
Change-30,099 (-3%)
Value$317.8M (+$4.0M)
Filed 2026-11-03
Fort Washington Investment Advisors Inc
DECREASED
Shares876,124 from 882,492
Change-6,368 (-1%)
Value$314.8M (+$12.0M)
Filed 2026-10-15
King Luther Capital Management Corp
DECREASED
Shares874,933 from 912,700
Change-37,767 (-4%)
Value$314.4M (+$1.3M)
Filed 2026-11-05
Fifth Third Bancorp
DECREASED
Shares870,050 from 872,572
Change-2,522 (0%)
Value$312.6M (+$13.3M)
Filed 2026-11-05
UniSuper Management Pty Ltd
INCREASED
Shares842,258 from 830,003
Change+12,255 (+1%)
Value$302.6M (+$17.9M)
Filed 2026-10-26
Provident Trust Co
DECREASED
Shares840,466 from 1,183,146
Change-342,680 (-29%)
Value$302.0M (-$103.9M)
Filed 2026-10-29
Quilter Plc
DECREASED
Shares818,222 from 824,560
Change-6,338 (-1%)
Value$294.0M (+$11.1M)
Filed 2026-10-21
Allspring Global Investments Holdings, LLC
DECREASED
Shares811,611 from 828,569
Change-16,958 (-2%)
Value$292.1M (+$1.2M)
Filed 2026-11-04
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED
Shares764,625 from 833,530
Change-68,905 (-8%)
Value$274.8M (-$11.2M)
Filed 2026-10-15
Swiss Life Asset Management Ltd
INCREASED
Shares760,656 from 653,472
Change+107,184 (+16%)
Value$273.3M (+$49.1M)
Filed 2026-11-03
AGF Management LTD
INCREASED
Shares756,906 from 382,872
Change+374,034 (+98%)
Value$272.0M (+$140.6M)
Filed 2026-11-03
Lazard Freres Gestion S.A.S.
DECREASED
Shares746,876 from 771,906
Change-25,030 (-3%)
Value$268.4K (-$264.6M)
Filed 2026-11-03
C WorldWide Group Holding A/S
DECREASED
Shares744,012 from 799,358
Change-55,346 (-7%)
Value$267.3K (-$274.0M)
Filed 2026-11-04
Retirement Systems of Alabama
INCREASED
Shares736,352 from 727,656
Change+8,696 (+1%)
Value$264.6M (+$14.9M)
Filed 2026-11-04
M&G Plc
DECREASED
Shares731,272 from 843,989
Change-112,717 (-13%)
Value$262.5M (-$27.0M)
Filed 2026-11-04
B. Metzler seel. Sohn & Co. AG
INCREASED
Shares722,263 from 702,654
Change+19,609 (+3%)
Value$259.5M (+$18.5M)
Filed 2026-10-30
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares715,209 from 611,261
Change+103,948 (+17%)
Value$242.0M (+$52.7M)
Filed 2026-10-13
Welch & Forbes LLC
DECREASED
Shares698,473 from 705,106
Change-6,633 (-1%)
Value$251.0M (+$9.1M)
Filed 2026-11-04
KBC Group NV
DECREASED
Shares689,732 from 774,932
Change-85,200 (-11%)
Value$247.8K (-$265.6M)
Filed 2026-10-22
Candriam S.C.A.
INCREASED
Shares679,710 from 643,551
Change+36,159 (+6%)
Value$245.1M (+$24.5M)
Filed 2026-11-03
Calamos Advisors LLC
INCREASED
Shares669,367 from 661,467
Change+7,900 (+1%)
Value$240.5M (+$13.6M)
Filed 2026-11-02
Canoe Financial LP
DECREASED
Shares657,372 from 663,320
Change-5,948 (-1%)
Value$236.6M (+$9.0M)
Filed 2026-10-21
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares656,983 from 579,904
Change+77,079 (+13%)
Value$236.1M (+$37.1M)
Filed 2026-11-03
SEB Asset Management AB
INCREASED
Shares631,364 from 600,994
Change+30,370 (+5%)
Value$226.9M (+$20.7M)
Filed 2026-11-04
Loring Wolcott & Coolidge Fiduciary Advisors LLP
INCREASED
Shares625,694 from 606,481
Change+19,213 (+3%)
Value$224.8M (+$16.8M)
Filed 2026-10-23
Meitav Investment House LTD
INCREASED
Shares611,720 from 454,559
Change+157,161 (+35%)
Value$220.0M (+$64.0M)
Filed 2026-10-28
Bank Pictet & Cie (Europe) AG
INCREASED
Shares606,500 from 600,932
Change+5,568 (+1%)
Value$217.9M (+$11.8M)
Filed 2026-10-20
Commonwealth Equity Services, LLC
DECREASED
Shares578,379 from 585,985
Change-7,606 (-1%)
Value$207.8M (+$6.8M)
Filed 2026-11-02
Locust Wood Capital Advisers, LLC
DECREASED
Shares577,566 from 643,853
Change-66,287 (-10%)
Value$207.5M (-$13.4M)
Filed 2026-11-03
Strs Ohio
DECREASED
Shares569,951 from 593,257
Change-23,306 (-4%)
Value$204.8M (+$1.3M)
Filed 2026-10-30
ABN Amro Investment Solutions
INCREASED
Shares565,608 from 554,740
Change+10,868 (+2%)
Value$203.2M (+$12.9M)
Filed 2026-10-21
Vontobel Holding Ltd.
INCREASED
Shares554,964 from 463,186
Change+91,778 (+20%)
Value$199.4M (+$40.5M)
Filed 2026-10-16
State of New Jersey Common Pension Fund D
DECREASED
Shares536,397 from 544,663
Change-8,266 (-2%)
Value$192.7M (+$5.9M)
Filed 2026-11-05
CIBC Asset Management Inc
INCREASED
Shares525,067 from 516,282
Change+8,785 (+2%)
Value$188.6M (+$11.6M)
Filed 2026-11-05
Congress Asset Management Co
DECREASED
Shares522,219 from 663,519
Change-141,300 (-21%)
Value$187.6M (-$40.0M)
Filed 2026-10-06
Union Bancaire Privee, UBP SA
DECREASED
Shares504,709 from 535,972
Change-31,263 (-6%)
Value$188.9M (+$1.5M)
Filed 2026-11-04
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares496,034 from 491,657
Change+4,377 (+1%)
Value$178.2M (+$9.6M)
Filed 2026-10-20
Mn Services Vermogensbeheer B.V.
INCREASED
Shares495,796 from 489,896
Change+5,900 (+1%)
Value$178.2K (-$167.9M)
Filed 2026-10-08
MFF Capital Investments Ltd
UNCHANGED
Shares494,902 from 494,902
Change0 (0%)
Value$177.8M (+$8.0M)
Filed 2026-11-05
Xponance LLC
INCREASED
Shares493,817 from 466,935
Change+26,882 (+6%)
Value$177.4M (+$17.2M)
Filed 2026-11-03
Virginia Retirement Systems ET Al
DECREASED
Shares492,286 from 512,918
Change-20,632 (-4%)
Value$176.9M (+$916.1K)
Filed 2026-10-28
Czech National Bank
INCREASED
Shares489,633 from 472,417
Change+17,216 (+4%)
Value$175.9M (+$13.9M)
Filed 2026-10-13
ProShare Advisors LLC
DECREASED
Shares471,958 from 473,142
Change-1,184 (0%)
Value$169.6M (+$7.3M)
Filed 2026-10-29
Arizona State Retirement System
INCREASED
Shares471,803 from 466,471
Change+5,332 (+1%)
Value$169.5M (+$9.5M)
Filed 2026-11-03
James Hambro & Partners LLP
INCREASED
Shares470,061 from 469,059
Change+1,002 (+0%)
Value$169.0M (+$8.2M)
Filed 2026-10-19
Davenport & Co LLC
DECREASED
Shares469,444 from 475,629
Change-6,185 (-1%)
Value$169.2M (+$6.2M)
Filed 2026-10-14
Nisa Investment Advisors, LLC
DECREASED
Shares459,239 from 459,599
Change-360 (0%)
Value$165.0M (+$7.3M)
Filed 2026-10-20
State of Michigan Retirement System
INCREASED
Shares456,223 from 453,023
Change+3,200 (+1%)
Value$163.9M (+$8.5M)
Filed 2026-10-27
Daiwa Securities Group Inc.
INCREASED
Shares447,867 from 432,735
Change+15,132 (+4%)
Value$160.9M (+$12.5M)
Filed 2026-10-29
Boston Trust Walden Corp
DECREASED
Shares431,531 from 466,632
Change-35,101 (-8%)
Value$155.1M (-$5.0M)
Filed 2026-10-30
BI Asset Management Fondsmaeglerselskab A/S
DECREASED
Shares424,717 from 538,733
Change-114,016 (-21%)
Value$150.6K (-$31.9K)
Filed 2026-10-22
Gateway Investment Advisers LLC
INCREASED
Shares407,408 from 393,831
Change+13,577 (+3%)
Value$146.4M (+$11.3M)
Filed 2026-10-13
Ninety One North America, Inc.
DECREASED
Shares401,096 from 428,570
Change-27,474 (-6%)
Value$144.1M (-$2.9M)
Filed 2026-10-15
Aegon Asset Management UK PLC
INCREASED
Shares399,895 from 347,302
Change+52,593 (+15%)
Value$143.7M (+$24.5M)
Filed 2026-11-04
Cryder Capital Partners LLP
UNCHANGED
Shares396,017 from 396,017
Change0 (0%)
Value$142.3M (+$6.4M)
Filed 2026-11-03
IFM Investors Pty Ltd
INCREASED
Shares394,127 from 386,751
Change+7,376 (+2%)
Value$141.6M (+$8.9M)
Filed 2026-10-14
Chicago Capital, LLC
DECREASED
Shares387,973 from 397,080
Change-9,107 (-2%)
Value$139.4M (+$3.2M)
Filed 2026-10-13
Metropolis Capital Ltd
DECREASED
Shares379,451 from 436,604
Change-57,153 (-13%)
Value$136.3M (+$4.4M)
Filed 2026-10-20
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
NEW
Shares376,497
Change+376,497
Value$135.3M
Filed 2026-11-03
ASR Vermogensbeheer N.V.
INCREASED
Shares372,432 from 349,012
Change+23,420 (+7%)
Value$133.8M (+$14.1M)
Filed 2026-10-16
Factory Mutual Insurance Co
DECREASED
Shares372,416 from 373,516
Change-1,100 (0%)
Value$133.8M (+$5.7M)
Filed 2026-10-30
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares365,642 from 379,555
Change-13,913 (-4%)
Value$131.4K (-$130.1M)
Filed 2026-11-02
D.A. Davidson & Co.
INCREASED
Shares362,355 from 362,245
Change+110 (+0%)
Value$130.2M (+$5.9M)
Filed 2026-10-28
Ferguson Wellman Capital Management, Inc
INCREASED
Shares361,614 from 360,504
Change+1,110 (+0%)
Value$129.9M (+$6.3M)
Filed 2026-10-05
Amalgamated Bank
INCREASED
Shares355,156 from 353,468
Change+1,688 (+0%)
Value$127.6K (-$121.1M)
Filed 2026-10-23
Assetmark, Inc
INCREASED
Shares354,518 from 338,325
Change+16,193 (+5%)
Value$127.4M (+$11.3M)
Filed 2026-10-21
Banque Pictet & CIE SA
INCREASED
Shares352,527 from 339,330
Change+13,197 (+4%)
Value$126.7M (+$10.3M)
Filed 2026-10-16
OP Asset Management Ltd
INCREASED
Shares349,987 from 285,442
Change+64,545 (+23%)
Value$125.8M (+$27.8M)
Filed 2026-11-05
Cullen T Bankers, Inc.
DECREASED
Shares338,124 from 344,057
Change-5,933 (-2%)
Value$121.5M (+$3.5M)
Filed 2026-10-28
Douglas Lane & Associates, LLC
DECREASED
Shares332,461 from 343,701
Change-11,240 (-3%)
Value$119.5M (+$1.5M)
Filed 2026-10-09
Kestra Advisory Services, LLC
INCREASED
Shares327,905 from 301,198
Change+26,707 (+9%)
Value$117.8M (+$14.5M)
Filed 2026-11-02
PensionDanmark Pensionsforsikringsaktieselskab
INCREASED
Shares318,384 from 311,868
Change+6,516 (+2%)
Value$114.4M (+$7.4M)
Filed 2026-10-19
Eastern Bank
INCREASED
Shares317,425 from 311,733
Change+5,692 (+2%)
Value$114.1M (+$7.1M)
Filed 2026-10-05
Crestwood Advisors Group, LLC
DECREASED
Shares313,388 from 319,578
Change-6,190 (-2%)
Value$112.6M (+$3.0M)
Filed 2026-10-27
Neos Investment Management LLC
INCREASED
Shares309,610 from 273,079
Change+36,531 (+13%)
Value$111.3M (+$17.6M)
Filed 2026-11-04
Rakuten Investment Management, Inc.
INCREASED
Shares302,982 from 272,694
Change+30,288 (+11%)
Value$110.9M (+$17.7M)
Filed 2026-10-30
Waters Parkerson & Co., LLC
DECREASED
Shares292,576 from 296,428
Change-3,852 (-1%)
Value$105.1M (+$3.4M)
Filed 2026-11-04
Quintet Private Bank (Europe) S.A.
INCREASED
Shares287,505 from 219,601
Change+67,904 (+31%)
Value$103.3M (+$28.0M)
Filed 2026-10-08
E. Ohman J:or Asset Management AB
DECREASED
Shares285,394 from 292,835
Change-7,441 (-3%)
Value$102.6M (+$2.1M)
Filed 2026-10-22
Mirova US LLC
DECREASED
Shares276,250 from 293,703
Change-17,453 (-6%)
Value$99.3M (-$1.5M)
Filed 2026-11-05
Country Trust Bank
DECREASED
Shares275,448 from 288,895
Change-13,447 (-5%)
Value$99.0M (-$140.3K)
Filed 2026-10-30
Lido Advisors, LLC
INCREASED
Shares275,201 from 265,941
Change+9,260 (+3%)
Value$98.8M (+$7.6M)
Filed 2026-11-04
AIA Group Ltd
INCREASED
Shares261,646 from 243,162
Change+18,484 (+8%)
Value$94.0M (+$10.6M)
Filed 2026-10-30
Oppenheimer Asset Management Inc.
DECREASED
Shares261,644 from 273,382
Change-11,738 (-4%)
Value$94.0M (+$221.9K)
Filed 2026-10-27
Midwest Trust Co
INCREASED
Shares261,283 from 260,271
Change+1,012 (+0%)
Value$93.9M (+$4.6M)
Filed 2026-10-22
Aware Super Pty Ltd as trustee of Aware Super
DECREASED
Shares258,703 from 285,870
Change-27,167 (-9%)
Value$93.0M (-$5.1M)
Filed 2026-10-30
New York Life Investment Management LLC
INCREASED
Shares253,183 from 247,610
Change+5,573 (+2%)
Value$91.0M (+$6.0M)
Filed 2026-11-04
iA Global Asset Management Inc.
DECREASED
Shares253,010 from 350,628
Change-97,618 (-28%)
Value$90.9K (-$120.2M)
Filed 2026-10-29
Vest Financial, LLC
INCREASED
Shares251,667 from 228,074
Change+23,593 (+10%)
Value$90.4M (+$12.2M)
Filed 2026-10-21
Florida Trust Wealth Management Co
DECREASED
Shares245,631 from 248,992
Change-3,361 (-1%)
Value$88.3M (+$2.8M)
Filed 2026-11-05
Border to Coast Pensions Partnership Ltd
INCREASED
Shares240,926 from 126,459
Change+114,467 (+91%)
Value$86.4K (-$43.3M)
Filed 2026-10-09
Northeast Investment Management
DECREASED
Shares235,610 from 237,816
Change-2,206 (-1%)
Value$84.7M (+$3.1M)
Filed 2026-10-30
Greenleaf Trust
DECREASED
Shares234,527 from 239,919
Change-5,392 (-2%)
Value$84.3M (+$2.0M)
Filed 2026-10-29
Hyperion Asset Management Ltd
DECREASED
Shares234,149 from 257,309
Change-23,160 (-9%)
Value$84.1M (-$4.1M)
Filed 2026-10-20
Annex Advisory Services, LLC
DECREASED
Shares222,827 from 228,947
Change-6,120 (-3%)
Value$80.1M (+$1.5M)
Filed 2026-10-16
Washington Trust Co
INCREASED
Shares221,728 from 214,147
Change+7,581 (+4%)
Value$79.7M (+$6.2M)
Filed 2026-10-22
Sather Financial Group Inc
DECREASED
Shares221,500 from 221,780
Change-280 (0%)
Value$79.6M (+$3.5M)
Filed 2026-10-30
ZWJ Investment Counsel Inc
INCREASED
Shares215,554 from 208,026
Change+7,528 (+4%)
Value$77.5M (+$6.1M)
Filed 2026-10-15
Ethic Inc.
INCREASED
Shares215,091 from 205,832
Change+9,259 (+5%)
Value$77.3M (+$6.7M)
Filed 2026-11-03
Achmea Investment Management B.V.
INCREASED
Shares211,710 from 129,071
Change+82,639 (+64%)
Value$76.1M (+$31.9M)
Filed 2026-10-30
Provident Investment Management, Inc.
DECREASED
Shares211,356 from 229,103
Change-17,747 (-8%)
Value$75.9M (-$2.7M)
Filed 2026-10-23
Oregon Public Employees Retirement Fund
INCREASED
Shares209,494 from 204,113
Change+5,381 (+3%)
Value$75.3M (+$5.2M)
Filed 2026-10-30
Crossmark Global Holdings, Inc.
DECREASED
Shares206,711 from 211,260
Change-4,549 (-2%)
Value$74.3M (+$1.8M)
Filed 2026-10-21
Keybank National Association
DECREASED
Shares204,019 from 214,631
Change-10,612 (-5%)
Value$73.3M (-$327.6K)
Filed 2026-11-04
HB Wealth Management, LLC
INCREASED
Shares203,411 from 197,131
Change+6,280 (+3%)
Value$73.1M (+$5.5M)
Filed 2026-10-23
Badgley Phelps Wealth Managers, LLC
DECREASED
Shares202,561 from 202,780
Change-219 (0%)
Value$72.8M (+$3.2M)
Filed 2026-10-22
Parnassus Investments, LLC
DECREASED
Shares202,081 from 311,736
Change-109,655 (-35%)
Value$72.6M (-$34.3M)
Filed 2026-10-22
Raiffeisen Bank International AG
DECREASED
Shares200,485 from 252,749
Change-52,264 (-21%)
Value$73.2M (-$13.2M)
Filed 2026-10-28
Nicholas Company, Inc.
DECREASED
Shares195,830 from 195,945
Change-115 (0%)
Value$70.4M (+$3.1M)
Filed 2026-11-05
Mill Capital Management, LLC
INCREASED
Shares195,239 from 194,893
Change+346 (+0%)
Value$70.2M (+$3.3M)
Filed 2026-10-26
Kestra Private Wealth Services, LLC
INCREASED
Shares195,204 from 193,900
Change+1,304 (+1%)
Value$70.1M (+$3.6M)
Filed 2026-10-30
Value Partners Investments Inc.
DECREASED
Shares193,162 from 193,666
Change-504 (0%)
Value$69.5M (+$3.1M)
Filed 2026-10-19
Mutual of America Capital Management LLC
INCREASED
Shares192,185 from 189,076
Change+3,109 (+2%)
Value$69.1M (+$4.2M)
Filed 2026-10-23
Oppenheimer & Co Inc
INCREASED
Shares190,976 from 178,239
Change+12,737 (+7%)
Value$68.6M (+$7.5M)
Filed 2026-10-26
Mogy Joel R Investment Counsel Inc
DECREASED
Shares184,146 from 184,802
Change-656 (0%)
Value$66.2M (+$2.8M)
Filed 2026-10-13
Howland Capital Management LLC
DECREASED
Shares175,993 from 177,386
Change-1,393 (-1%)
Value$63.2M (+$2.4M)
Filed 2026-10-22
Pinnacle Associates LTD
DECREASED
Shares175,835 from 177,218
Change-1,383 (-1%)
Value$63.2M (+$2.4M)
Filed 2026-10-20
Munich Reinsurance Co Stock Corp in Munich
DECREASED
Shares172,420 from 207,639
Change-35,219 (-17%)
Value$62.0M (-$9.3M)
Filed 2026-10-30
Yousif Capital Management, LLC
INCREASED
Shares170,787 from 167,487
Change+3,300 (+2%)
Value$61.4M (+$3.9M)
Filed 2026-10-22
Avanza Fonder AB
INCREASED
Shares170,751 from 148,719
Change+22,032 (+15%)
Value$61.4M (+$10.3M)
Filed 2026-10-13
State of Alaska, Department of Revenue
DECREASED
Shares164,423 from 165,621
Change-1,198 (-1%)
Value$59.1K (-$56.8M)
Filed 2026-10-15
Baskin Financial Services Inc.
DECREASED
Shares162,731 from 166,630
Change-3,899 (-2%)
Value$58.5K (+$1.3K)
Filed 2026-10-19
Covea Finance
DECREASED
Shares161,783 from 162,583
Change-800 (0%)
Value$58.1M (+$2.4M)
Filed 2026-10-21
Carnegie Investment Counsel
INCREASED
Shares161,689 from 160,515
Change+1,174 (+1%)
Value$58.1M (+$3.0M)
Filed 2026-10-20
Atria Investments, Inc
INCREASED
Shares158,431 from 146,810
Change+11,621 (+8%)
Value$56.9M (+$6.6M)
Filed 2026-10-15
Concurrent Investment Advisors, LLC
INCREASED
Shares156,550 from 119,124
Change+37,426 (+31%)
Value$56.3M (+$15.4M)
Filed 2026-10-16
Bailard, Inc.
INCREASED
Shares154,974 from 151,620
Change+3,354 (+2%)
Value$55.7M (+$3.7M)
Filed 2026-10-13
Formuepleje A/S
DECREASED
Shares154,839 from 185,158
Change-30,319 (-16%)
Value$55.6M (-$7.9M)
Filed 2026-10-15
Generali Asset Management SPA SGR
INCREASED
Shares153,455 from 147,084
Change+6,371 (+4%)
Value$55.1M (+$4.7M)
Filed 2026-10-26
Cortland Associates Inc
DECREASED
Shares153,366 from 158,392
Change-5,026 (-3%)
Value$55.1M (+$766.0K)
Filed 2026-10-29
Daymark Wealth Partners, LLC
INCREASED
Shares152,840 from 140,198
Change+12,642 (+9%)
Value$54.9M (+$6.8M)
Filed 2026-11-04
Smith Chas P & Associates PA Cpas
DECREASED
Shares152,154 from 153,292
Change-1,138 (-1%)
Value$61.3M (+$8.7M)
Filed 2026-10-22
KCM Investment Advisors LLC
DECREASED
Shares149,103 from 150,051
Change-948 (-1%)
Value$53.6M (+$2.1M)
Filed 2026-10-27
Tokio Marine Asset Management Co LTD
DECREASED
Shares146,282 from 150,079
Change-3,797 (-3%)
Value$52.6M (+$1.1M)
Filed 2026-10-26
Norris Perne & French LLP
INCREASED
Shares143,546 from 135,653
Change+7,893 (+6%)
Value$51.6M (+$5.0M)
Filed 2026-10-23
Nippon Life Global Investors Americas, Inc.
DECREASED
Shares143,340 from 145,330
Change-1,990 (-1%)
Value$51.5M (+$1.6M)
Filed 2026-10-29
Saratoga Research & Investment Management
DECREASED
Shares142,986 from 147,779
Change-4,793 (-3%)
Value$51.4M (+$677.7K)
Filed 2026-10-16
Generate Investment Management Ltd
DECREASED
Shares141,930 from 195,561
Change-53,631 (-27%)
Value$51.0M (-$16.1M)
Filed 2026-10-14
Fisher Funds Management LTD
INCREASED
Shares141,297 from 118,511
Change+22,786 (+19%)
Value$50.8M (+$10.1M)
Filed 2026-10-13
Adams Diversified Equity Fund, Inc.
INCREASED
Shares140,361 from 113,261
Change+27,100 (+24%)
Value$50.4M (+$11.6M)
Filed 2026-10-21
Illinois Municipal Retirement Fund
DECREASED
Shares140,103 from 150,242
Change-10,139 (-7%)
Value$50.3M (-$1.2M)
Filed 2026-11-05
Motley Fool Asset Management LLC
DECREASED
Shares139,647 from 142,296
Change-2,649 (-2%)
Value$50.2M (+$1.4M)
Filed 2026-10-27
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares139,037 from 145,648
Change-6,611 (-5%)
Value$50.0M (-$10.2K)
Filed 2026-10-05
Vise Technologies, Inc.
INCREASED
Shares137,962 from 119,693
Change+18,269 (+15%)
Value$49.6M (+$8.5M)
Filed 2026-10-29
Rockland Trust Co
DECREASED
Shares136,157 from 165,299
Change-29,142 (-18%)
Value$48.9M (-$7.8M)
Filed 2026-10-05
Guinness Asset Management LTD
INCREASED
Shares135,300 from 135,291
Change+9 (+0%)
Value$48.6M (+$2.2M)
Filed 2026-11-05
Citizens Financial Group Inc
DECREASED
Shares134,409 from 134,534
Change-125 (0%)
Value$48.3M (+$2.1M)
Filed 2026-10-23
Private Wealth Partners, LLC
DECREASED
Shares134,387 from 134,690
Change-303 (0%)
Value$48.3M (+$2.1M)
Filed 2026-10-22
Coronation Fund Managers Ltd.
INCREASED
Shares134,185 from 133,316
Change+869 (+1%)
Value$48.2M (+$2.5M)
Filed 2026-10-27
Smith Salley Wealth Management
INCREASED
Shares132,289 from 120,349
Change+11,940 (+10%)
Value$47.5M (+$6.2M)
Filed 2026-11-03
Prospera Financial Services Inc
INCREASED
Shares131,951 from 94,580
Change+37,371 (+40%)
Value$54.6M (+$22.1M)
Filed 2026-11-04
Violich Capital Management, Inc.
DECREASED
Shares131,877 from 134,460
Change-2,583 (-2%)
Value$47.4M (+$1.3M)
Filed 2026-10-05
Avity Investment Management Inc.
INCREASED
Shares131,689 from 131,402
Change+287 (+0%)
Value$47.3M (+$2.2M)
Filed 2026-10-09
Gulf International Bank (UK) Ltd
UNCHANGED
Shares129,314 from 129,314
Change0 (0%)
Value$46.5K (-$44.3M)
Filed 2026-10-20
Washington Trust Advisors, Inc.
DECREASED
Shares128,980 from 129,395
Change-415 (0%)
Value$46.3M (+$2.0M)
Filed 2026-10-22
Oslo Pensjonsforsikring AS
UNCHANGED
Shares127,964 from 127,964
Change0 (0%)
Value$46.0M (+$2.1M)
Filed 2026-10-15
Regions Financial Corp
DECREASED
Shares127,560 from 131,473
Change-3,913 (-3%)
Value$45.8M (+$729.1K)
Filed 2026-11-05
Cidel Asset Management Inc
DECREASED
Shares127,307 from 128,445
Change-1,138 (-1%)
Value$45.7M (+$1.7M)
Filed 2026-10-29
Modera Wealth Management, LLC
DECREASED
Shares124,758 from 126,886
Change-2,128 (-2%)
Value$44.8M (+$1.3M)
Filed 2026-10-28
Roffman Miller Associates Inc
INCREASED
Shares124,492 from 122,175
Change+2,317 (+2%)
Value$44.7M (+$2.8M)
Filed 2026-10-19
Suncoast Equity Management
DECREASED
Shares123,858 from 127,766
Change-3,908 (-3%)
Value$44.5M (+$670.4K)
Filed 2026-11-03
Brookstone Capital Management
INCREASED
Shares123,418 from 113,437
Change+9,981 (+9%)
Value$44.3M (+$5.4M)
Filed 2026-10-22
Chesley Taft & Associates LLC
DECREASED
Shares121,436 from 122,542
Change-1,106 (-1%)
Value$43.6M (+$1.6M)
Filed 2026-10-13
First American Bank
DECREASED
Shares120,803 from 121,064
Change-261 (0%)
Value$43.4M (+$1.9M)
Filed 2026-10-27
Cardinal Capital Management, Inc.
INCREASED
Shares120,294 from 118,305
Change+1,989 (+2%)
Value$43.2M (+$2.6M)
Filed 2026-10-16
Riverbridge Partners LLC
DECREASED
Shares120,129 from 126,874
Change-6,745 (-5%)
Value$43.2M (-$363.3K)
Filed 2026-11-05
Marathon Asset Management Ltd
DECREASED
Shares118,834 from 157,956
Change-39,122 (-25%)
Value$42.7M (-$11.5M)
Filed 2026-10-26
Woodley Farra Manion Portfolio Management Inc
DECREASED
Shares118,193 from 118,871
Change-678 (-1%)
Value$42.5M (+$1.7M)
Filed 2026-11-05
Dillon & Associates Inc
INCREASED
Shares117,662 from 117,613
Change+49 (+0%)
Value$42.2K (-$40.3M)
Filed 2026-10-22
Chilton Capital Management LLC
DECREASED
Shares117,457 from 119,897
Change-2,440 (-2%)
Value$42.2M (+$1.1M)
Filed 2026-10-28
Sterling Capital Management LLC
DECREASED
Shares116,874 from 130,677
Change-13,803 (-11%)
Value$42.0M (-$2.8M)
Filed 2026-10-22
Community Trust & Investment Co
INCREASED
Shares116,644 from 116,422
Change+222 (+0%)
Value$41.9M (+$2.0M)
Filed 2026-10-15
Adell Harriman & Carpenter Inc
INCREASED
Shares116,267 from 115,770
Change+497 (+0%)
Value$41.8M (+$2.1M)
Filed 2026-11-02
Perigon Wealth Management, LLC
DECREASED
Shares115,688 from 122,717
Change-7,029 (-6%)
Value$41.6M (-$532.9K)
Filed 2026-10-22
Farther Finance Advisors, LLC
INCREASED
Shares115,647 from 95,097
Change+20,550 (+22%)
Value$41.6M (+$8.9M)
Filed 2026-10-08
Alps Advisors Inc
DECREASED
Shares115,230 from 121,761
Change-6,531 (-5%)
Value$41.4M (-$369.4K)
Filed 2026-11-03
Gradient Investments LLC
DECREASED
Shares113,339 from 136,912
Change-23,573 (-17%)
Value$40.7M (-$6.2M)
Filed 2026-10-08
Venture Visionary Partners LLC
INCREASED
Shares113,196 from 110,706
Change+2,490 (+2%)
Value$40.7M (+$2.7M)
Filed 2026-10-07
Meyer Handelman Co
INCREASED
Shares112,200 from 109,944
Change+2,256 (+2%)
Value$40.3M (+$2.6M)
Filed 2026-10-28
Barlow Wealth Partners, LLC
INCREASED
Shares110,867 from 109,392
Change+1,475 (+1%)
Value$41.1M (+$3.1M)
Filed 2026-10-15
Baldwin Wealth Partners LLC
DECREASED
Shares110,477 from 110,919
Change-442 (0%)
Value$39.7M (+$1.6M)
Filed 2026-10-13
Tandem Investment Advisors, Inc.
DECREASED
Shares110,267 from 135,323
Change-25,056 (-19%)
Value$39.6M (-$6.8M)
Filed 2026-11-04
First Citizens Bank & Trust Co
INCREASED
Shares108,385 from 105,849
Change+2,536 (+2%)
Value$38.9M (+$2.6M)
Filed 2026-10-14
Heirloom Wealth Management
INCREASED
Shares107,891 from 106,547
Change+1,344 (+1%)
Value$38.8M (+$2.2M)
Filed 2026-10-14
Old National Bancorp
DECREASED
Shares106,770 from 108,609
Change-1,839 (-2%)
Value$38.4M (+$1.1M)
Filed 2026-10-20
JIA Investment Alliance Pte. Ltd.
UNCHANGED
Shares106,700 from 106,700
Change0 (0%)
Value$38.3M (+$1.7M)
Filed 2026-10-06
Howard Capital Management Group, LLC
INCREASED
Shares105,649 from 105,137
Change+512 (+0%)
Value$38.0M (+$1.9M)
Filed 2026-10-16
Absher Wealth Management, LLC
DECREASED
Shares105,431 from 128,617
Change-23,186 (-18%)
Value$37.9M (-$6.2M)
Filed 2026-11-02
Pittenger & Anderson Inc
DECREASED
Shares104,080 from 104,277
Change-197 (0%)
Value$37.4M (+$1.6M)
Filed 2026-11-02
Maryland State Retirement & Pension System
INCREASED
Shares103,724 from 88,893
Change+14,831 (+17%)
Value$37.3M (+$6.8M)
Filed 2026-11-05
Burns J W & Co Inc
INCREASED
Shares103,160 from 103,140
Change+20 (+0%)
Value$37.1M (+$1.7M)
Filed 2026-10-20
L. Roy Papp & Associates, LLP
DECREASED
Shares102,758 from 103,237
Change-479 (0%)
Value$36.9M (+$1.5M)
Filed 2026-10-21
Addenda Capital Inc.
INCREASED
Shares101,936 from 97,680
Change+4,256 (+4%)
Value$36.6M (+$3.1M)
Filed 2026-10-13
Kimelman & Baird, LLC
DECREASED
Shares101,268 from 102,034
Change-766 (-1%)
Value$36.4M (+$1.4M)
Filed 2026-11-03
Davidson Investment Advisors
DECREASED
Shares100,581 from 102,129
Change-1,548 (-2%)
Value$36.1M (+$1.1M)
Filed 2026-10-20
Blue Grotto Capital, LLC
DECREASED
Shares100,000 from 134,030
Change-34,030 (-25%)
Value$35.9M (-$10.1M)
Filed 2026-11-04
Pacific Heights Asset Management LLC
UNCHANGED
Shares100,000 from 100,000
Change0 (0%)
Value$35.9M (+$1.6M)
Filed 2026-11-03
Americana Partners, LLC
INCREASED
Shares99,673 from 88,989
Change+10,684 (+12%)
Value$35.8M (+$5.3M)
Filed 2026-10-28
Archon Partners LLC
UNCHANGED
Shares99,000 from 99,000
Change0 (0%)
Value$35.6M (+$1.6M)
Filed 2026-10-26
Fishman JAY A LTD
DECREASED
Shares98,019 from 103,189
Change-5,170 (-5%)
Value$35.2M (-$181.9K)
Filed 2026-10-26
Bokf, NA
DECREASED
Shares97,570 from 98,542
Change-972 (-1%)
Value$35.1M (+$1.3M)
Filed 2026-10-27
Rothschild & Co Wealth Management UK Ltd
INCREASED
Shares97,012 from 90,119
Change+6,893 (+8%)
Value$34.9M (+$3.9M)
Filed 2026-10-20
Patten & Patten Inc
DECREASED
Shares96,534 from 97,925
Change-1,391 (-1%)
Value$34.7M (+$1.1M)
Filed 2026-10-26
Villere ST Denis J & Co LLC
DECREASED
Shares94,529 from 99,938
Change-5,409 (-5%)
Value$34.0M (-$320.6K)
Filed 2026-11-04
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED
Shares94,217 from 95,757
Change-1,540 (-2%)
Value$33.9M (+$1.0M)
Filed 2026-10-21
Park National Corp
DECREASED
Shares93,933 from 96,282
Change-2,349 (-2%)
Value$33.8M (+$719.6K)
Filed 2026-10-05
Park Avenue Securities LLC
INCREASED
Shares93,645 from 90,012
Change+3,633 (+4%)
Value$33.7K (-$30.8M)
Filed 2026-10-26
SBI Securities Co., Ltd.
INCREASED
Shares93,188 from 83,830
Change+9,358 (+11%)
Value$33.5M (+$4.7M)
Filed 2026-10-22
Norman Fields, Gottscho Capital Management, LLC
DECREASED
Shares92,517 from 92,533
Change-16 (0%)
Value$33.2M (+$1.5M)
Filed 2026-10-05
Synergy Asset Management, LLC
INCREASED
Shares92,455 from 91,511
Change+944 (+1%)
Value$33.2M (+$1.8M)
Filed 2026-11-05
Boston Common Asset Management, LLC
INCREASED
Shares91,514 from 88,822
Change+2,692 (+3%)
Value$32.9M (+$2.4M)
Filed 2026-10-13
Hartford Investment Management Co
DECREASED
Shares91,265 from 91,787
Change-522 (-1%)
Value$32.8M (+$1.3M)
Filed 2026-11-04
Baxter Bros Inc
DECREASED
Shares91,105 from 94,147
Change-3,042 (-3%)
Value$32.7M (+$435.9K)
Filed 2026-11-04
Mesirow Financial Investment Management, Inc.
INCREASED
Shares89,966 from 89,042
Change+924 (+1%)
Value$32.3M (+$1.8M)
Filed 2026-11-05
Coerente Capital Management
DECREASED
Shares89,915 from 90,133
Change-218 (0%)
Value$32.3M (+$1.4M)
Filed 2026-10-29
Prime Capital Investment Advisors, LLC
INCREASED
Shares89,909 from 89,684
Change+225 (+0%)
Value$32.3M (+$1.5M)
Filed 2026-10-20
Exchange Traded Concepts, LLC
INCREASED
Shares89,773 from 78,248
Change+11,525 (+15%)
Value$32.3M (+$5.4M)
Filed 2026-10-28
Calamos Wealth Management LLC
DECREASED
Shares89,193 from 90,662
Change-1,469 (-2%)
Value$32.0M (+$944.5K)
Filed 2026-11-02
Neville Rodie & Shaw Inc
DECREASED
Shares89,073 from 95,210
Change-6,137 (-6%)
Value$32.0K (-$659)
Filed 2026-10-05
Salem Investment Counselors Inc
INCREASED
Shares87,923 from 84,026
Change+3,897 (+5%)
Value$31.6M (+$2.8M)
Filed 2026-10-13
Parallel Advisors, LLC
INCREASED
Shares85,825 from 81,735
Change+4,090 (+5%)
Value$30.8M (+$2.8M)
Filed 2026-11-03
Milestones Administradora de Recursos Ltda.
DECREASED
Shares85,786 from 112,769
Change-26,983 (-24%)
Value$30.8M (-$7.9M)
Filed 2026-10-21
Dudley & Shanley, Inc.
DECREASED
Shares84,419 from 96,971
Change-12,552 (-13%)
Value$30.3M (-$2.9M)
Filed 2026-10-06
Randolph Co Inc
INCREASED
Shares83,998 from 83,879
Change+119 (+0%)
Value$30.2M (+$1.4M)
Filed 2026-10-23
Capital Investment Advisors, LLC
INCREASED
Shares83,825 from 81,596
Change+2,229 (+3%)
Value$30.1M (+$2.1M)
Filed 2026-10-22
Louisiana State Employees Retirement System
DECREASED
Shares83,800 from 84,800
Change-1,000 (-1%)
Value$30.1M (+$1.0M)
Filed 2026-10-20
Richard C. Young & Co., Ltd.
DECREASED
Shares83,730 from 84,886
Change-1,156 (-1%)
Value$30.1M (+$962.9K)
Filed 2026-11-04
New Mexico Educational Retirement Board
UNCHANGED
Shares83,634 from 83,634
Change0 (0%)
Value$30.1K (-$28.7M)
Filed 2026-11-05
YHB Investment Advisors, Inc.
INCREASED
Shares82,693 from 82,599
Change+94 (+0%)
Value$29.7M (+$1.4M)
Filed 2026-10-08
McCollum Christoferson Group LLC
DECREASED
Shares82,119 from 82,542
Change-423 (-1%)
Value$11.6M (+$375.3K)
Filed 2026-10-13
Ag2r LA Mondiale Gestion D'actifs
INCREASED
Shares82,112 from 73,816
Change+8,296 (+11%)
Value$29.5M (+$4.2M)
Filed 2026-10-26
Jacobs & Co
DECREASED
Shares81,833 from 82,368
Change-535 (-1%)
Value$29.4K (+$1.1K)
Filed 2026-10-09
Godsey & Gibb, Inc
DECREASED
Shares81,086 from 81,515
Change-429 (-1%)
Value$29.1M (+$1.2M)
Filed 2026-10-14
Moran Wealth Management, LLC
INCREASED
Shares80,793 from 79,975
Change+818 (+1%)
Value$29.0M (+$1.6M)
Filed 2026-10-22
Glenview Trust Co
DECREASED
Shares80,657 from 81,697
Change-1,040 (-1%)
Value$29.0M (+$953.1K)
Filed 2026-10-28
OAK Ridge Investments LLC
DECREASED
Shares79,819 from 83,606
Change-3,787 (-5%)
Value$28.7M (-$3.0K)
Filed 2026-10-30
Appleton Partners Inc
DECREASED
Shares79,394 from 79,657
Change-263 (0%)
Value$28.5K (-$27.3M)
Filed 2026-10-30
Tamar Securities, LLC
DECREASED
Shares78,735 from 80,432
Change-1,697 (-2%)
Value$28.3M (+$696.4K)
Filed 2026-11-03
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
INCREASED
Shares78,222 from 46,589
Change+31,633 (+68%)
Value$28.1M (+$12.1M)
Filed 2026-10-22
Choreo, LLC
INCREASED
Shares78,021 from 75,573
Change+2,448 (+3%)
Value$28.0M (+$2.1M)
Filed 2026-10-28
Trust Co of Vermont
INCREASED
Shares77,683 from 75,217
Change+2,466 (+3%)
Value$27.9M (+$2.1M)
Filed 2026-10-21
HUB Investment Partners, LLC
INCREASED
Shares77,089 from 73,903
Change+3,186 (+4%)
Value$27.7M (+$2.3M)
Filed 2026-11-03
Campbell Newman Asset Management Inc
INCREASED
Shares76,987 from 76,833
Change+154 (+0%)
Value$27.7M (+$1.3M)
Filed 2026-10-22
Zevenbergen Capital Investments LLC
INCREASED
Shares76,398 from 76,348
Change+50 (+0%)
Value$27.5M (+$1.3M)
Filed 2026-10-08
Global X Japan Co., Ltd.
DECREASED
Shares75,688 from 89,713
Change-14,025 (-16%)
Value$27.2M (-$3.6M)
Filed 2026-10-21
National Mutual Insurance Federation of Agricultural Cooperatives
DECREASED
Shares75,300 from 110,300
Change-35,000 (-32%)
Value$27.1M (-$10.8M)
Filed 2026-10-28
Hendershot Investments Inc.
DECREASED
Shares74,492 from 76,005
Change-1,513 (-2%)
Value$26.8M (+$690.7K)
Filed 2026-11-05
Fulton Breakefield Broenniman LLC
DECREASED
Shares74,026 from 75,535
Change-1,509 (-2%)
Value$26.6M (+$684.7K)
Filed 2026-11-03
Kornitzer Capital Management Inc
DECREASED
Shares74,007 from 75,253
Change-1,246 (-2%)
Value$26.6M (+$774.4K)
Filed 2026-11-03
Equitable Trust Co
DECREASED
Shares73,996 from 75,262
Change-1,266 (-2%)
Value$26.6M (+$767.3K)
Filed 2026-10-13
Apollon Wealth Management, LLC
INCREASED
Shares73,920 from 73,044
Change+876 (+1%)
Value$26.6M (+$1.5M)
Filed 2026-10-23
Ritholtz Wealth Management
INCREASED
Shares73,879 from 71,598
Change+2,281 (+3%)
Value$26.5M (+$2.0M)
Filed 2026-11-05
Central Trust Co
DECREASED
Shares73,371 from 74,543
Change-1,172 (-2%)
Value$26.4M (+$789.3K)
Filed 2026-11-05
GW Henssler & Associates LTD
DECREASED
Shares73,335 from 74,379
Change-1,044 (-1%)
Value$26.4M (+$832.8K)
Filed 2026-10-26
Montag A & Associates Inc
INCREASED
Shares73,148 from 69,913
Change+3,235 (+5%)
Value$26.3M (+$2.3M)
Filed 2026-10-29
Granite Investment Partners, LLC
INCREASED
Shares72,986 from 71,162
Change+1,824 (+3%)
Value$26.2M (+$1.8M)
Filed 2026-11-04
Lmcg Investments, LLC
DECREASED
Shares72,958 from 74,631
Change-1,673 (-2%)
Value$26.2M (+$610.9K)
Filed 2026-10-21
NorthCrest Asset Manangement, LLC
INCREASED
Shares70,176 from 69,171
Change+1,005 (+1%)
Value$26.3M (+$2.2M)
Filed 2026-10-13
Henshaw Capital LLC
UNCHANGED
Shares69,467 from 69,467
Change0 (0%)
Value$25.0M (+$1.1M)
Filed 2026-11-03
Talbot Financial, LLC
INCREASED
Shares69,218 from 69,147
Change+71 (+0%)
Value$24.9M (+$1.1M)
Filed 2026-10-19
NLB Skladi, upravljanje premozenja, d.o.o.
DECREASED
Shares69,049 from 72,168
Change-3,119 (-4%)
Value$24.8M (+$51.3K)
Filed 2026-10-22
Segment Wealth Management, LLC
INCREASED
Shares69,043 from 68,283
Change+760 (+1%)
Value$24.8M (+$1.4M)
Filed 2026-10-26
MGO One Seven LLC
DECREASED
Shares68,738 from 69,275
Change-537 (-1%)
Value$24.7M (+$932.3K)
Filed 2026-10-28
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED
Shares68,625 from 68,900
Change-275 (0%)
Value$24.7M (+$1.0M)
Filed 2026-11-03
Penobscot Investment Management Company, Inc.
DECREASED
Shares68,299 from 72,132
Change-3,833 (-5%)
Value$24.5M (-$205.9K)
Filed 2026-10-26
Hendley & Co Inc
INCREASED
Shares68,168 from 68,057
Change+111 (+0%)
Value$24.5K (+$1.1K)
Filed 2026-10-29
Middleton & Co Inc
DECREASED
Shares67,834 from 69,437
Change-1,603 (-2%)
Value$24.4M (+$551.7K)
Filed 2026-10-23
Albion Financial Group
DECREASED
Shares67,622 from 67,769
Change-147 (0%)
Value$24.3M (+$1.0M)
Filed 2026-10-21
Forbes J M & Co LLP
INCREASED
Shares67,367 from 66,993
Change+374 (+1%)
Value$24.2M (+$1.2M)
Filed 2026-10-16
Farmers & Merchants Investments Inc
DECREASED
Shares67,149 from 67,906
Change-757 (-1%)
Value$24.1M (+$830.8K)
Filed 2026-10-22
Arbejdsmarkedets Tillaegspension
DECREASED
Shares66,880 from 86,760
Change-19,880 (-23%)
Value$24.0M (-$5.7M)
Filed 2026-10-30
North Point Portfolio Managers Corp
DECREASED
Shares66,561 from 68,651
Change-2,090 (-3%)
Value$23.9M (+$363.9K)
Filed 2026-10-07
Gamma Investing LLC
INCREASED
Shares66,520 from 60,455
Change+6,065 (+10%)
Value$23.9M (+$3.2M)
Filed 2026-10-08
Schaper Benz & Wise Investment Counsel Inc
DECREASED
Shares66,468 from 66,672
Change-204 (0%)
Value$23.9M (+$1.0M)
Filed 2026-10-09
One Way Holdings LLC
INCREASED
Shares66,466 from 62,201
Change+4,265 (+7%)
Value$23.9M (+$2.5M)
Filed 2026-10-29
Professional Advisory Services Inc
DECREASED
Shares66,272 from 70,879
Change-4,607 (-6%)
Value$23.8K (-$504)
Filed 2026-10-08
First Merchants Corp
DECREASED
Shares66,272 from 69,102
Change-2,830 (-4%)
Value$23.8M (+$105.3K)
Filed 2026-10-15
Univest Financial Corp
DECREASED
Shares66,232 from 76,949
Change-10,717 (-14%)
Value$23.8M (-$2.6M)
Filed 2026-11-05
Hingham Institution for Savings
UNCHANGED
Shares66,150 from 66,150
Change0 (0%)
Value$23.8M (+$1.1M)
Filed 2026-10-20
Cypress Capital Group
DECREASED
Shares65,215 from 65,835
Change-620 (-1%)
Value$23.4M (+$846.4K)
Filed 2026-11-03
Matthew Goff Investment Advisor, LLC
DECREASED
Shares65,134 from 65,687
Change-553 (-1%)
Value$23.4M (+$868.0K)
Filed 2026-10-13
Fideuram Asset Management (Ireland) dac
INCREASED
Shares65,108 from 43,688
Change+21,420 (+49%)
Value$23.7M (+$9.5M)
Filed 2026-10-29
Rempart Asset Management Inc.
UNCHANGED
Shares64,982 from 64,982
Change0 (0%)
Value$22.3M ($0)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares64,696 from 60,289
Change+4,407 (+7%)
Value$25.9M (+$4.0M)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares64,696 from 60,289
Change+4,407 (+7%)
Value$25.9M (+$4.0M)
Filed 2026-10-20
LEE Danner & Bass Inc
DECREASED
Shares64,498 from 65,033
Change-535 (-1%)
Value$23.2M (+$863.9K)
Filed 2026-10-27
Crown Oak Advisors, LLC
DECREASED
Shares64,286 from 65,145
Change-859 (-1%)
Value$23.1M (+$749.4K)
Filed 2026-10-16
TCV Trust & Wealth Management, Inc.
DECREASED
Shares63,929 from 65,459
Change-1,530 (-2%)
Value$23.0M (+$513.3K)
Filed 2026-10-16
Wallington Asset Management, LLC
DECREASED
Shares63,852 from 63,967
Change-115 (0%)
Value$22.9M (+$997.5K)
Filed 2026-11-04
Verdence Capital Advisors LLC
INCREASED
Shares63,809 from 46,314
Change+17,495 (+38%)
Value$22.9M (+$7.0M)
Filed 2026-10-26
Wilmington Savings Fund Society, FSB
DECREASED
Shares63,536 from 64,163
Change-627 (-1%)
Value$22.8M (+$816.7K)
Filed 2026-10-23
Ninety One SA (PTY) Ltd
DECREASED
Shares63,511 from 74,316
Change-10,805 (-15%)
Value$23.0M (-$2.5M)
Filed 2026-10-15
Saybrook Capital
DECREASED
Shares63,488 from 63,658
Change-170 (0%)
Value$22.8M (+$972.7K)
Filed 2026-10-27
Kinsale Capital Group, Inc.
INCREASED
Shares63,294 from 49,282
Change+14,012 (+28%)
Value$22.7M (+$5.8M)
Filed 2026-11-04
First National Trust Co
DECREASED
Shares63,282 from 65,642
Change-2,360 (-4%)
Value$22.7M (+$218.0K)
Filed 2026-10-28
Overbrook Management Corp
DECREASED
Shares63,227 from 63,921
Change-694 (-1%)
Value$22.7M (+$788.7K)
Filed 2026-10-08
Eagle Global Advisors LLC
DECREASED
Shares63,130 from 63,304
Change-174 (0%)
Value$22.7M (+$965.5K)
Filed 2026-11-02
Wedbush Securities Inc
INCREASED
Shares62,874 from 62,598
Change+276 (+0%)
Value$22.6K (-$21.5M)
Filed 2026-10-22
J.P. Marvel Investment Advisors, LLC
DECREASED
Shares62,480 from 62,485
Change-5 (0%)
Value$22.5M (+$1.0M)
Filed 2026-11-02
Third View Private Wealth, LLC
INCREASED
Shares62,150 from 60,991
Change+1,159 (+2%)
Value$22.3M (+$1.4M)
Filed 2026-10-30
Telos Capital Management, Inc.
DECREASED
Shares61,840 from 62,524
Change-684 (-1%)
Value$22.2M (+$769.7K)
Filed 2026-11-02
Noesis Capital Mangement Corp
INCREASED
Shares61,600 from 61,004
Change+596 (+1%)
Value$22.1M (+$1.2M)
Filed 2026-10-26
Premier Fund Managers Ltd
DECREASED
Shares61,544 from 68,205
Change-6,661 (-10%)
Value$22.5K (-$23.3M)
Filed 2026-11-02
Edgemoor Investment Advisors, Inc.
DECREASED
Shares61,529 from 61,800
Change-271 (0%)
Value$22.1M (+$906.0K)
Filed 2026-11-03
Bennett Selby Investments LP
INCREASED
Shares61,437 from 61,429
Change+8 (+0%)
Value$22.1M (+$1.0M)
Filed 2026-10-19
Beaumont Financial Advisors, LLC
DECREASED
Shares60,664 from 61,574
Change-910 (-1%)
Value$21.8M (+$673.1K)
Filed 2026-10-22
Pictet North America Advisors SA
INCREASED
Shares60,403 from 58,368
Change+2,035 (+3%)
Value$21.7M (+$1.7M)
Filed 2026-10-21
Nexus Investment Management ULC
DECREASED
Shares60,363 from 60,393
Change-30 (0%)
Value$21.7M (+$970.0K)
Filed 2026-10-27
Ashton Thomas Private Wealth, LLC
INCREASED
Shares60,308 from 57,273
Change+3,035 (+5%)
Value$21.7M (+$2.0M)
Filed 2026-11-03
Isthmus Partners, LLC
DECREASED
Shares60,231 from 60,795
Change-564 (-1%)
Value$21.6M (+$784.6K)
Filed 2026-10-21
CWA Asset Management Group, LLC
INCREASED
Shares60,085 from 59,923
Change+162 (+0%)
Value$21.6M (+$1.0M)
Filed 2026-10-19
Copeland Capital Management, LLC
INCREASED
Shares58,570 from 57,105
Change+1,465 (+3%)
Value$21.0M (+$1.5M)
Filed 2026-10-13
Westwind Capital
DECREASED
Shares58,146 from 62,852
Change-4,706 (-7%)
Value$20.9K (-$670)
Filed 2026-10-08
Fifth Third Wealth Advisors LLC
INCREASED
Shares57,916 from 56,177
Change+1,739 (+3%)
Value$20.8M (+$1.5M)
Filed 2026-10-22
Mission Wealth Management, LP
DECREASED
Shares57,661 from 80,647
Change-22,986 (-28%)
Value$20.7M (-$6.9M)
Filed 2026-10-15
LS Investment Advisors, LLC
DECREASED
Shares57,610 from 59,888
Change-2,278 (-4%)
Value$20.7M (+$154.0K)
Filed 2026-10-13
Solidarity Wealth, LLC
DECREASED
Shares55,133 from 55,809
Change-676 (-1%)
Value$19.8M (+$663.4K)
Filed 2026-10-15
Galvin, Gaustad & Stein, LLC
DECREASED
Shares54,979 from 56,757
Change-1,778 (-3%)
Value$19.8M (+$283.1K)
Filed 2026-10-08
Simplicity Wealth,LLC
INCREASED
Shares54,733 from 24,936
Change+29,797 (+119%)
Value$19.7M (+$11.1M)
Filed 2026-10-23
Anchor Capital Advisors LLC
DECREASED
Shares54,589 from 55,382
Change-793 (-1%)
Value$19.6M (+$614.7K)
Filed 2026-11-05
Traynor Capital Management, Inc.
INCREASED
Shares54,189 from 52,932
Change+1,257 (+2%)
Value$19.5M (+$1.3M)
Filed 2026-10-29
Turtle Creek Wealth Advisors, LLC
DECREASED
Shares54,072 from 54,434
Change-362 (-1%)
Value$19.4M (+$754.8K)
Filed 2026-10-15
Knights of Columbus Asset Advisors LLC
INCREASED
Shares54,023 from 38,011
Change+16,012 (+42%)
Value$19.4M (+$6.4M)
Filed 2026-11-05
Valeo Financial Advisors, LLC
INCREASED
Shares53,982 from 53,524
Change+458 (+1%)
Value$19.4M (+$1.0M)
Filed 2026-10-08
Assenagon Asset Management S.A.
DECREASED
Shares53,928 from 54,196
Change-268 (0%)
Value$19.4M (+$783.8K)
Filed 2026-10-15
Ramsay, Stattman, Vela & Price, Inc.
UNCHANGED
Shares53,799 from 53,799
Change0 (0%)
Value$19.3M (+$873.7K)
Filed 2026-10-19
GC Wealth Management RIA, LLC
INCREASED
Shares53,487 from 52,659
Change+828 (+2%)
Value$19.2M (+$1.2M)
Filed 2026-11-02
Northside Capital Management, LLC
INCREASED
Shares53,406 from 53,200
Change+206 (+0%)
Value$19.2M (+$938.0K)
Filed 2026-10-13
Letson Investment Management, Inc.
DECREASED
Shares53,341 from 53,983
Change-642 (-1%)
Value$19.2M (+$646.0K)
Filed 2026-11-05
Lyell Wealth Management, LP
INCREASED
Shares53,145 from 53,002
Change+143 (+0%)
Value$19.1M (+$912.2K)
Filed 2026-10-30
Weatherly Asset Management L. P.
DECREASED
Shares53,092 from 53,251
Change-159 (0%)
Value$19.1M (+$807.7K)
Filed 2026-10-20
Berkeley, Inc
DECREASED
Shares52,592 from 52,823
Change-231 (0%)
Value$18.9M (+$774.5K)
Filed 2026-10-20
Folger Nolan Fleming Douglas Capital Management, Inc
DECREASED
Shares52,499 from 55,731
Change-3,232 (-6%)
Value$18.9M (-$256.4K)
Filed 2026-10-13
Eagle Rock Investment Company, LLC
INCREASED
Shares51,972 from 51,318
Change+654 (+1%)
Value$18.7M (+$1.1M)
Filed 2026-10-21
GAM Holding AG
DECREASED
Shares51,681 from 54,977
Change-3,296 (-6%)
Value$18.6M (-$291.5K)
Filed 2026-11-03
Foster Dykema Cabot & Partners, LLC
INCREASED
Shares51,511 from 3,876
Change+47,635 (+1229%)
Value$18.5M (+$17.2M)
Filed 2026-10-30
Ascent Group, LLC
INCREASED
Shares51,473 from 48,362
Change+3,111 (+6%)
Value$18.5M (+$1.9M)
Filed 2026-10-30
Griffin Asset Management, Inc.
DECREASED
Shares51,436 from 51,629
Change-193 (0%)
Value$18.5M (+$769.1K)
Filed 2026-10-22
Highland Capital Management, LLC
DECREASED
Shares51,349 from 55,848
Change-4,499 (-8%)
Value$18.5M (-$709.5K)
Filed 2026-10-26
Grimes & Co Wealth Management, LLC
INCREASED
Shares51,196 from 50,625
Change+571 (+1%)
Value$18.4M (+$1.0M)
Filed 2026-10-29
Toth Financial Advisory Corp
DECREASED
Shares51,146 from 51,196
Change-50 (0%)
Value$18.4M (+$813.6K)
Filed 2026-10-08
North Dakota State Investment Board
INCREASED
Shares51,022 from 48,684
Change+2,338 (+5%)
Value$18.3M (+$1.6M)
Filed 2026-10-27
BLB&B Advisors, LLC
DECREASED
Shares50,940 from 53,224
Change-2,284 (-4%)
Value$18.3M (+$43.8K)
Filed 2026-10-27
J. Safra Sarasin Holding AG
DECREASED
Shares50,912 from 53,622
Change-2,710 (-5%)
Value$17.7M (-$135.7K)
Filed 2026-10-26
Quadrant Capital Group LLC
INCREASED
Shares50,792 from 50,140
Change+652 (+1%)
Value$20.1M (+$2.9M)
Filed 2026-10-20
IFP Advisors, Inc
INCREASED
Shares50,696 from 46,449
Change+4,247 (+9%)
Value$18.2M (+$2.3M)
Filed 2026-10-16
Perryman Financial Advisory Inc
INCREASED
Shares50,305 from 49,855
Change+450 (+1%)
Value$18.1M (+$971.5K)
Filed 2026-10-16
Verde Servicos Internacionais S.A.
INCREASED
Shares50,266 from 28,700
Change+21,566 (+75%)
Value$18.1K (-$9.8M)
Filed 2026-10-26
Thomas Story & SON LLC
DECREASED
Shares49,576 from 49,858
Change-282 (-1%)
Value$17.8M (+$708.4K)
Filed 2026-10-13
Tritonpoint Wealth, LLC
DECREASED
Shares49,343 from 51,275
Change-1,932 (-4%)
Value$17.7M (+$138.5K)
Filed 2026-10-19
Columbia Asset Management
DECREASED
Shares48,332 from 50,030
Change-1,698 (-3%)
Value$17.4M (+$202.5K)
Filed 2026-10-19
American National Bank & Trust
DECREASED
Shares48,166 from 50,898
Change-2,732 (-5%)
Value$17.3M (-$154.7K)
Filed 2026-10-07
Archford Capital Strategies, LLC
DECREASED
Shares47,680 from 51,737
Change-4,057 (-8%)
Value$17.1M (-$617.6K)
Filed 2026-10-19
Hennion & Walsh Asset Management, Inc.
DECREASED
Shares47,517 from 48,843
Change-1,326 (-3%)
Value$17.1M (+$316.7K)
Filed 2026-10-13
OpenArc Corporate Advisory, LLC
INCREASED
Shares47,068 from 42,066
Change+5,002 (+12%)
Value$16.9M (+$2.5M)
Filed 2026-10-21
Yarbrough Capital, LLC
UNCHANGED
Shares46,990 from 46,990
Change0 (0%)
Value$16.9M (+$763.1K)
Filed 2026-10-19
Parsons Capital Management Inc
DECREASED
Shares46,790 from 47,811
Change-1,021 (-2%)
Value$16.8M (+$409.6K)
Filed 2026-10-28
Welch Group, LLC
INCREASED
Shares46,743 from 44,021
Change+2,722 (+6%)
Value$16.8M (+$1.7M)
Filed 2026-10-29
Signaturefd, LLC
INCREASED
Shares46,574 from 44,161
Change+2,413 (+5%)
Value$16.7M (+$1.6M)
Filed 2026-10-23
Vision Capital Management, Inc.
DECREASED
Shares46,321 from 46,628
Change-307 (-1%)
Value$16.6M (+$646.9K)
Filed 2026-10-20
Signal Advisors Wealth, LLC
DECREASED
Shares46,232 from 46,486
Change-254 (-1%)
Value$16.6M (+$663.6K)
Filed 2026-10-13
Cabot Wealth Management Inc
DECREASED
Shares46,119 from 48,107
Change-1,988 (-4%)
Value$16.6M (+$67.0K)
Filed 2026-11-05
Benin Management Corp
DECREASED
Shares45,747 from 46,250
Change-503 (-1%)
Value$16.4M (+$570.4K)
Filed 2026-10-22
Sagespring Wealth Partners, LLC
INCREASED
Shares45,440 from 38,884
Change+6,556 (+17%)
Value$16.3M (+$3.0M)
Filed 2026-10-22
Plato Investment Management Ltd
DECREASED
Shares45,126 from 45,340
Change-214 (0%)
Value$16.3M (+$813.3K)
Filed 2026-11-05
Narwhal Capital Management
DECREASED
Shares45,042 from 46,402
Change-1,360 (-3%)
Value$16.2M (+$264.9K)
Filed 2026-11-04
Security National Bank
INCREASED
Shares44,633 from 43,714
Change+919 (+2%)
Value$16.0M (+$1.0M)
Filed 2026-10-26
Anderson Hoagland & Co
INCREASED
Shares44,479 from 44,097
Change+382 (+1%)
Value$18.4M (+$3.3M)
Filed 2026-10-23
Deltec Asset Management LLC
DECREASED
Shares44,382 from 45,403
Change-1,021 (-2%)
Value$15.9M (+$370.5K)
Filed 2026-10-26
Masterinvest Kapitalanlage GmbH
INCREASED
Shares44,292 from 43,768
Change+524 (+1%)
Value$15.9M (+$899.1K)
Filed 2026-11-03
Eulav Asset Management
UNCHANGED
Shares44,027 from 44,027
Change0 (0%)
Value$15.8M (+$715.0K)
Filed 2026-10-23
J.W. Cole Advisors, Inc.
INCREASED
Shares43,723 from 42,509
Change+1,214 (+3%)
Value$15.7M (+$1.1M)
Filed 2026-11-05
Heritage Investors Management Corp
DECREASED
Shares43,637 from 43,987
Change-350 (-1%)
Value$15.7K (-$15.1M)
Filed 2026-10-29
Community Financial Services Group, LLC
DECREASED
Shares43,258 from 43,899
Change-641 (-1%)
Value$15.6M (+$154.3K)
Filed 2026-10-15
Sheets Smith Wealth Management
DECREASED
Shares43,155 from 46,343
Change-3,188 (-7%)
Value$15.5M (-$392.8K)
Filed 2026-10-16
Kintegral Advisory, LLC
INCREASED
Shares43,092 from 42,849
Change+243 (+1%)
Value$15.5M (+$783.2K)
Filed 2026-10-16
Wedmont Private Capital
INCREASED
Shares43,032 from 34,628
Change+8,404 (+24%)
Value$16.1M (+$4.1M)
Filed 2026-10-09
CFM Wealth Partners LLC
DECREASED
Shares42,939 from 43,424
Change-485 (-1%)
Value$15.4M (+$530.9K)
Filed 2026-11-05
Palisade Asset Management, LLC
DECREASED
Shares42,764 from 44,093
Change-1,329 (-3%)
Value$15.4M (+$238.5K)
Filed 2026-11-03
Financial Enhancement Group LLC
INCREASED
Shares42,564 from 42,304
Change+260 (+1%)
Value$15.8M (+$1.3M)
Filed 2026-10-08
Ledyard National Bank
DECREASED
Shares42,446 from 43,361
Change-915 (-2%)
Value$15.3M (+$375.4K)
Filed 2026-10-21
Buck Wealth Strategies, LLC
DECREASED
Shares42,111 from 42,756
Change-645 (-2%)
Value$15.1M (+$462.6K)
Filed 2026-10-28
Peachtree Investment Partners, LLC
DECREASED
Shares41,457 from 42,656
Change-1,199 (-3%)
Value$14.9M (+$261.7K)
Filed 2026-11-05
Sowell Financial Services LLC
DECREASED
Shares41,223 from 42,782
Change-1,559 (-4%)
Value$14.8M (+$134.5K)
Filed 2026-10-23
Progressive Investment Management Corp
DECREASED
Shares40,998 from 41,395
Change-397 (-1%)
Value$14.7M (+$529.6K)
Filed 2026-10-26
University of Texas S AM Investment Management Co
INCREASED
Shares40,886 from 1,883
Change+39,003 (+2071%)
Value$14.7M (+$14.0M)
Filed 2026-11-03
DSG Capital Advisors, LLC
DECREASED
Shares40,272 from 41,235
Change-963 (-2%)
Value$14.5M (-$209.9K)
Filed 2026-11-05
Camden National Bank
DECREASED
Shares39,872 from 40,891
Change-1,019 (-2%)
Value$14.3M (+$297.9K)
Filed 2026-11-02
WealthBridge Investment Counsel Inc.
DECREASED
Shares39,687 from 40,152
Change-465 (-1%)
Value$14.3K (+$485)
Filed 2026-10-13
Nepsis Inc.
INCREASED
Shares39,541 from 38,742
Change+799 (+2%)
Value$14.2M (+$916.3K)
Filed 2026-10-13
Harbor Investment Advisory, LLC
DECREASED
Shares39,442 from 40,154
Change-712 (-2%)
Value$14.2M (+$396.2K)
Filed 2026-10-13
Woodstock Corp
INCREASED
Shares39,364 from 39,179
Change+185 (+0%)
Value$14.1M (+$702.7K)
Filed 2026-10-13
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares39,143 from 40,829
Change-1,686 (-4%)
Value$14.1M (+$57.2K)
Filed 2026-10-07
Payden & Rygel
DECREASED
Shares39,100 from 39,200
Change-100 (0%)
Value$14.1K (-$13.4M)
Filed 2026-10-28
Blue Fin Capital, Inc.
DECREASED
Shares38,919 from 38,970
Change-51 (0%)
Value$14.0M (+$614.6K)
Filed 2026-10-28
NWF Advisory Services Inc.
DECREASED
Shares38,685 from 38,771
Change-86 (0%)
Value$13.9M (+$598.8K)
Filed 2026-10-19
AlphaCore Capital LLC
INCREASED
Shares38,608 from 35,236
Change+3,372 (+10%)
Value$13.9M (+$1.8M)
Filed 2026-11-04
GHP Investment Advisors, Inc.
INCREASED
Shares38,594 from 37,935
Change+659 (+2%)
Value$13.9M (+$852.6K)
Filed 2026-10-15
Tctc Holdings, LLC
INCREASED
Shares38,575 from 38,417
Change+158 (+0%)
Value$13.9M (+$680.7K)
Filed 2026-11-02
Flagship Harbor Advisors, LLC
DECREASED
Shares38,548 from 38,723
Change-175 (0%)
Value$13.9M (+$565.9K)
Filed 2026-10-26
Principle Wealth Partners LLC
DECREASED
Shares38,321 from 38,387
Change-66 (0%)
Value$13.8M (+$599.8K)
Filed 2026-11-02
Central Bank & Trust Co
INCREASED
Shares38,283 from 37,552
Change+731 (+2%)
Value$13.8M (+$872.5K)
Filed 2026-10-09
Spire Wealth Management
DECREASED
Shares38,231 from 40,035
Change-1,804 (-5%)
Value$13.7M (+$1.3K)
Filed 2026-10-30
Patten Group, Inc.
DECREASED
Shares38,113 from 38,345
Change-232 (-1%)
Value$13.7M (+$539.3K)
Filed 2026-10-26
First Financial Bank - Trust Division
INCREASED
Shares38,111 from 37,454
Change+657 (+2%)
Value$13.7M (+$844.3K)
Filed 2026-10-01
Mather Group, Llc.
DECREASED
Shares38,056 from 38,092
Change-36 (0%)
Value$13.7M (+$605.6K)
Filed 2026-10-14
Cohen Capital Management, Inc.
UNCHANGED
Shares37,906 from 37,906
Change0 (0%)
Value$13.6M (+$615.6K)
Filed 2026-10-14
Praxis Investment Management Inc
UNCHANGED
Shares37,706 from 37,706
Change0 (0%)
Value$13.5K (-$12.9M)
Filed 2026-11-03
Moody Lynn Lieberson & Walker, LLC
DECREASED
Shares37,628 from 37,796
Change-168 (0%)
Value$13.5M (+$553.4K)
Filed 2026-10-14
Y.D. More Investments Ltd
INCREASED
Shares37,372 from 20,986
Change+16,386 (+78%)
Value$13.4M (+$6.2M)
Filed 2026-11-02
Meiji Yasuda America Inc
INCREASED
Shares37,281 from 29,797
Change+7,484 (+25%)
Value$13.4M (+$3.2M)
Filed 2026-10-22
Mezzasalma Advisors, LLC
DECREASED
Shares36,920 from 38,092
Change-1,172 (-3%)
Value$13.3M (+$197.5K)
Filed 2026-10-14
Rossmore Private Capital
DECREASED
Shares36,811 from 37,011
Change-200 (-1%)
Value$13.2M (+$529.2K)
Filed 2026-10-27
Perennial Advisors, LLC
DECREASED
Shares36,802 from 37,842
Change-1,040 (-3%)
Value$13.2M (+$241.0K)
Filed 2026-10-13
Axxcess Wealth Management, LLC
DECREASED
Shares36,586 from 60,408
Change-23,822 (-39%)
Value$13.1M (-$7.6M)
Filed 2026-10-21
Sawgrass Asset Management LLC
DECREASED
Shares36,207 from 53,217
Change-17,010 (-32%)
Value$13.0M (-$5.2M)
Filed 2026-11-03
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED
Shares36,103 from 39,521
Change-3,418 (-9%)
Value$13.0M (-$586.5K)
Filed 2026-10-27
Fagan Associates, Inc.
INCREASED
Shares36,085 from 35,520
Change+565 (+2%)
Value$13.0M (+$779.7K)
Filed 2026-10-13
Cohen Klingenstein LLC
UNCHANGED
Shares36,000 from 36,000
Change0 (0%)
Value$12.9M (+$584.6K)
Filed 2026-10-15
Chicago Partners Investment Group LLC
DECREASED
Shares35,988 from 36,344
Change-356 (-1%)
Value$14.7M (+$1.9M)
Filed 2026-10-27
Renaissance Investment Group LLC
DECREASED
Shares35,962 from 36,193
Change-231 (-1%)
Value$12.9M (+$504.8K)
Filed 2026-10-28
Jamison Private Wealth Management, Inc.
INCREASED
Shares35,936 from 35,336
Change+600 (+2%)
Value$12.9M (+$789.6K)
Filed 2026-10-14
Skylands Capital, LLC
DECREASED
Shares35,935 from 37,735
Change-1,800 (-5%)
Value$12.9M (-$34.0K)
Filed 2026-10-21
Cassaday & Co Wealth Management LLC
DECREASED
Shares35,821 from 36,033
Change-212 (-1%)
Value$12.9M (+$508.9K)
Filed 2026-10-27
Axxion S.A.
UNCHANGED
Shares35,675 from 35,675
Change0 (0%)
Value$12.8M (+$579.4K)
Filed 2026-10-22
Marietta Wealth Management, LLC
DECREASED
Shares35,415 from 35,785
Change-370 (-1%)
Value$13.9M (+$1.6M)
Filed 2026-10-22
V-Square Quantitative Management LLC
INCREASED
Shares35,340 from 34,610
Change+730 (+2%)
Value$12.7M (+$824.4K)
Filed 2026-10-15
Townsend Asset Management Corp
INCREASED
Shares35,205 from 34,984
Change+221 (+1%)
Value$12.7M (+$647.3K)
Filed 2026-10-29
CenterBook Partners LP
DECREASED
Shares35,157 from 97,160
Change-62,003 (-64%)
Value$12.6M (-$20.7M)
Filed 2026-11-02
Clio Asset Management LLC
INCREASED
Shares35,080 from 33,250
Change+1,830 (+6%)
Value$12.6M (+$1.2M)
Filed 2026-10-13
Financiere des Professionnels - Fonds d'investissement inc.
DECREASED
Shares35,064 from 36,333
Change-1,269 (-3%)
Value$12.6M (+$134.1K)
Filed 2026-11-03
Tema Etfs LLC
DECREASED
Shares35,052 from 36,045
Change-993 (-3%)
Value$12.6M (+$228.6K)
Filed 2026-10-16
Inspire Trust Co, N.A.
DECREASED
Shares35,000 from 37,000
Change-2,000 (-5%)
Value$12.6M (-$117.8K)
Filed 2026-11-05
Larson Financial Group LLC
INCREASED
Shares34,899 from 30,515
Change+4,384 (+14%)
Value$12.5M (+$2.1M)
Filed 2026-11-05
Bright Rock Capital Management, LLC
UNCHANGED
Shares34,750 from 34,750
Change0 (0%)
Value$12.5M (+$564.3K)
Filed 2026-10-05
Greenwood Gearhart LLC
INCREASED
Shares34,749 from 33,449
Change+1,300 (+4%)
Value$12.5M (+$1.0M)
Filed 2026-11-02
Capital Management Corp
DECREASED
Shares34,741 from 35,378
Change-637 (-2%)
Value$12.5M (+$345.7K)
Filed 2026-10-29
LRZ Capital LLC
UNCHANGED
Shares34,652 from 34,652
Change0 (0%)
Value$12.5M (+$562.7K)
Filed 2026-11-05
Clear Harbor Asset Management, LLC
INCREASED
Shares34,638 from 34,319
Change+319 (+1%)
Value$12.4M (+$672.0K)
Filed 2026-11-05
Dynamic Advisor Solutions LLC
INCREASED
Shares34,631 from 34,476
Change+155 (+0%)
Value$12.4M (+$615.5K)
Filed 2026-10-13
Nilsine Partners, LLC
DECREASED
Shares34,507 from 34,998
Change-491 (-1%)
Value$12.4M (+$391.7K)
Filed 2026-11-02
Sigma Planning Corp
DECREASED
Shares34,140 from 34,832
Change-692 (-2%)
Value$12.2M (+$296.7K)
Filed 2026-10-23
Liberty Capital Management, Inc.
DECREASED
Shares34,056 from 34,701
Change-645 (-2%)
Value$12.2M (+$331.8K)
Filed 2026-11-02
Luma Capital S.A. - SPF
UNCHANGED
Shares34,000 from 34,000
Change0 (0%)
Value$12.2M (+$552.2K)
Filed 2026-10-21
Independent Financial Group, LLC
INCREASED
Shares33,989 from 32,793
Change+1,196 (+4%)
Value$12.2M (+$962.1K)
Filed 2026-10-13
Running Oak Capital LLC
INCREASED
Shares33,916 from 33,088
Change+828 (+3%)
Value$12.2M (+$834.9K)
Filed 2026-11-04
Strategic Wealth Investment Group, LLC
DECREASED
Shares33,883 from 36,394
Change-2,511 (-7%)
Value$12.2M (-$311.2K)
Filed 2026-10-29
Princeton Global Asset Management LLC
DECREASED
Shares33,725 from 33,827
Change-102 (0%)
Value$12.1M (+$512.5K)
Filed 2026-10-21
Applied Finance Capital Management, LLC
DECREASED
Shares33,540 from 35,674
Change-2,134 (-6%)
Value$12.1M (-$187.5K)
Filed 2026-11-03
Gouws Capital LLC
INCREASED
Shares33,477 from 33,303
Change+174 (+1%)
Value$12.0M (+$603.4K)
Filed 2026-10-09
Strategic Advisors LLC
DECREASED
Shares33,447 from 33,801
Change-354 (-1%)
Value$12.0M (+$421.7K)
Filed 2026-10-13
Whitener Capital Management, Inc.
DECREASED
Shares33,404 from 33,425
Change-21 (0%)
Value$12.0M (+$535.3K)
Filed 2026-10-15
CX Institutional
DECREASED
Shares33,349 from 93,869
Change-60,520 (-64%)
Value$12.0K (-$20.2K)
Filed 2026-10-02
Nicollet Investment Management, Inc.
DECREASED
Shares33,167 from 34,273
Change-1,106 (-3%)
Value$11.9K (-$11.7M)
Filed 2026-10-14
HCR Wealth Advisors
DECREASED
Shares32,919 from 33,412
Change-493 (-1%)
Value$11.8M (+$365.5K)
Filed 2026-10-15
Fulton Bank, N.A.
DECREASED
Shares32,902 from 33,279
Change-377 (-1%)
Value$11.8M (+$405.0K)
Filed 2026-10-14
Robertson Stephens Wealth Management, LLC
INCREASED
Shares32,879 from 30,755
Change+2,124 (+7%)
Value$11.8M (+$1.3M)
Filed 2026-10-16
Cullen Investment Group, Ltd.
INCREASED
Shares32,841 from 32,148
Change+693 (+2%)
Value$12.8M (+$1.8M)
Filed 2026-10-13
Ldic Inc.
INCREASED
Shares32,782 from 29,302
Change+3,480 (+12%)
Value$11.8M (+$1.7M)
Filed 2026-10-14
Stokes Capital Advisors, LLC
DECREASED
Shares32,753 from 32,937
Change-184 (-1%)
Value$11.8M (+$468.8K)
Filed 2026-10-09
Confluence Wealth Services, Inc.
DECREASED
Shares32,699 from 33,441
Change-742 (-2%)
Value$11.7M (+$276.6K)
Filed 2026-11-05
SteelPeak Wealth, LLC
DECREASED
Shares32,481 from 34,369
Change-1,888 (-5%)
Value$11.7M (-$120.3K)
Filed 2026-10-16
TritonPoint Partners, LLC
DECREASED
Shares32,301 from 58,071
Change-25,770 (-44%)
Value$11.6M (-$8.3M)
Filed 2026-11-05
GFG Capital, LLC
INCREASED
Shares32,273 from 28,989
Change+3,284 (+11%)
Value$11.6M (+$1.7M)
Filed 2026-10-16
Cullinan Associates Inc
INCREASED
Shares32,120 from 31,575
Change+545 (+2%)
Value$11.5M (+$708.6K)
Filed 2026-11-03
Nemes Rush Group LLC
INCREASED
Shares32,112 from 32,101
Change+11 (+0%)
Value$11.5M (+$525.4K)
Filed 2026-11-04
Coastline Trust Co
DECREASED
Shares32,026 from 33,290
Change-1,264 (-4%)
Value$11.5M (+$86.4K)
Filed 2026-10-01
Advanced Asset Management Advisors Inc
UNCHANGED
Shares32,000 from 32,000
Change0 (0%)
Value$11.5M (+$519.7K)
Filed 2026-10-20
HS Management Partners, LLC
DECREASED
Shares31,821 from 41,229
Change-9,408 (-23%)
Value$11.4M (-$2.7M)
Filed 2026-11-05
Schmidt P J Investment Management Inc
DECREASED
Shares31,756 from 32,290
Change-534 (-2%)
Value$11.4M (+$332.5K)
Filed 2026-11-02
Linscomb Wealth, Inc.
DECREASED
Shares31,710 from 31,892
Change-182 (-1%)
Value$11.4M (+$452.4K)
Filed 2026-11-05
Banque de Luxembourg S.A.
DECREASED
Shares31,313 from 33,311
Change-1,998 (-6%)
Value$11.3M (-$177.0K)
Filed 2026-10-14
DLK Investment Management, LLC
DECREASED
Shares31,283 from 31,906
Change-623 (-2%)
Value$11.2M (+$2.9M)
Filed 2026-10-09
Wormser Freres Gestion
DECREASED
Shares31,281 from 31,374
Change-93 (0%)
Value$11.2M (+$132.2K)
Filed 2026-10-21
Angeles Wealth Management, LLC
DECREASED
Shares31,048 from 31,305
Change-257 (-1%)
Value$11.2M (+$416.1K)
Filed 2026-10-26
Independence Bank of Kentucky
DECREASED
Shares30,749 from 31,033
Change-284 (-1%)
Value$11.0M (+$401.9K)
Filed 2026-10-26
Sapient Capital LLC
DECREASED
Shares30,611 from 31,074
Change-463 (-1%)
Value$11.0M (+$337.9K)
Filed 2026-10-08
Chronos Wealth Management, LLC
DECREASED
Shares30,467 from 30,473
Change-6 (0%)
Value$10.9M (+$492.7K)
Filed 2026-10-20
Montaka Global Pty Ltd
INCREASED
Shares30,369 from 28,323
Change+2,046 (+7%)
Value$10.9M (+$1.2M)
Filed 2026-11-05
Meridian Wealth Management, LLC
INCREASED
Shares30,231 from 28,615
Change+1,616 (+6%)
Value$10.9M (+$1.0M)
Filed 2026-11-05
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares30,091 from 30,091
Change0 (0%)
Value$10.3M ($0)
Filed 2026-10-15
Cyndeo Wealth Partners, LLC
DECREASED
Shares30,067 from 32,813
Change-2,746 (-8%)
Value$10.8M (-$453.6K)
Filed 2026-10-16
Beverly Hills Private Wealth, LLC
INCREASED
Shares29,931 from 29,361
Change+570 (+2%)
Value$10.8M (+$681.6K)
Filed 2026-11-04
Bourgeon Capital Management LLC
DECREASED
Shares29,891 from 30,024
Change-133 (0%)
Value$10.7M (+$439.8K)
Filed 2026-10-19
Caldwell Trust Co
DECREASED
Shares29,634 from 30,516
Change-882 (-3%)
Value$10.6M (+$178.7K)
Filed 2026-10-30
Strong Tower Advisory Services
DECREASED
Shares29,521 from 29,728
Change-207 (-1%)
Value$10.6M (+$408.5K)
Filed 2026-10-13
Ashton Thomas Securities, LLC
NEW
Shares29,400
Change+29,400
Value$10.6M
Filed 2026-10-26
Lanark Financial, Inc.
INCREASED
Shares29,360 from 29,351
Change+9 (+0%)
Value$10.5M (+$479.7K)
Filed 2026-10-26
Wilson Asset Management (International) PTY LTD
DECREASED
Shares29,286 from 44,927
Change-15,641 (-35%)
Value$10.5M (-$4.9M)
Filed 2026-10-26
Asio Capital, LLC
INCREASED
Shares29,260 from 28,761
Change+499 (+2%)
Value$10.5M (+$646.4K)
Filed 2026-10-19
Phraction Management LLC
DECREASED
Shares29,224 from 29,298
Change-74 (0%)
Value$10.5M (+$449.2K)
Filed 2026-10-14
Lorne Steinberg Wealth Management Inc.
DECREASED
Shares29,148 from 29,287
Change-139 (0%)
Value$10.5M (+$425.7K)
Filed 2026-10-23
Integrity Alliance, Llc.
INCREASED
Shares28,999 from 28,711
Change+288 (+1%)
Value$10.4M (+$570.0K)
Filed 2026-10-29
Ascent Wealth Partners, LLC
DECREASED
Shares28,999 from 29,176
Change-177 (-1%)
Value$10.4M (+$410.2K)
Filed 2026-10-23
Investment House LLC
DECREASED
Shares28,958 from 42,224
Change-13,266 (-31%)
Value$10.4M (-$4.1M)
Filed 2026-10-21
Ashurst Perkins Coie Trust Co
DECREASED
Shares28,911 from 29,013
Change-102 (0%)
Value$10.4M (+$434.5K)
Filed 2026-10-15
Frank, Rimerman Advisors LLC
INCREASED
Shares28,754 from 28,750
Change+4 (+0%)
Value$10.3M (+$468.3K)
Filed 2026-10-16
Chickasaw Capital Management LLC
DECREASED
Shares28,718 from 28,731
Change-13 (0%)
Value$10.3M (+$10.3M)
Filed 2026-10-08
Bdf-Gestion
DECREASED
Shares28,507 from 32,123
Change-3,616 (-11%)
Value$10.2M (+$6.1M)
Filed 2026-10-19
Postrock Partners LLC
UNCHANGED
Shares28,506 from 28,506
Change0 (0%)
Value$10.2M (+$462.9K)
Filed 2026-11-02
Valicenti Advisory Services Inc
INCREASED
Shares28,502 from 28,375
Change+127 (+0%)
Value$10.2K (+$507)
Filed 2026-10-23
Trifecta Capital Advisors, LLC
INCREASED
Shares28,417 from 27,732
Change+685 (+2%)
Value$10.2M (+$696.5K)
Filed 2026-10-21
Consolidated Capital Management, LLC
DECREASED
Shares28,407 from 28,600
Change-193 (-1%)
Value$10.2M (+$395.2K)
Filed 2026-10-13
Brighton Jones LLC
INCREASED
Shares28,381 from 26,979
Change+1,402 (+5%)
Value$10.2M (+$942.1K)
Filed 2026-11-03
Hartline Investment Corp/
DECREASED
Shares28,357 from 33,685
Change-5,328 (-16%)
Value$10.2M (-$1.4M)
Filed 2026-10-29
Laurion Capital Management LP
INCREASED
Shares28,335 from 2,443
Change+25,892 (+1060%)
Value$10.2M (+$9.3M)
Filed 2026-10-30
Harbour Capital Advisors, LLC
INCREASED
Shares28,228 from 28,116
Change+112 (+0%)
Value$10.1M (+$331.5K)
Filed 2026-10-13
Park State Asset Management
DECREASED
Shares28,126 from 29,902
Change-1,776 (-6%)
Value$10.1M (-$152.6K)
Filed 2026-11-02
Mattern Capital Management, LLC
DECREASED
Shares28,118 from 29,508
Change-1,390 (-5%)
Value$10.1M (-$20.3K)
Filed 2026-11-02
Builder Investment Group Inc
UNCHANGED
Shares28,065 from 28,065
Change0 (0%)
Value$10.1M (+$455.8K)
Filed 2026-10-22
Aaron Wealth Advisors LLC
INCREASED
Shares27,981 from 26,947
Change+1,034 (+4%)
Value$10.1M (+$809.2K)
Filed 2026-10-13
Chapman Investment Management, LLC
NEW
Shares27,940
Change+27,940
Value$10.0M
Filed 2026-11-03
Nations Financial Group Inc,
DECREASED
Shares27,892 from 28,232
Change-340 (-1%)
Value$10.0M (+$336.4K)
Filed 2026-11-05
Family Capital Trust Co
DECREASED
Shares27,765 from 27,807
Change-42 (0%)
Value$10.0M (+$436.5K)
Filed 2026-10-22
Brown Shipley& Co Ltd
DECREASED
Shares27,749 from 28,384
Change-635 (-2%)
Value$10.0M (+$232.8K)
Filed 2026-10-09
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares27,543 from 28,618
Change-1,075 (-4%)
Value$9.9M (+$78.7K)
Filed 2026-11-04
Moody National Bank Trust Division
INCREASED
Shares27,509 from 25,199
Change+2,310 (+9%)
Value$9.9M (+$1.2M)
Filed 2026-10-06
Courier Capital LLC
DECREASED
Shares27,506 from 32,414
Change-4,908 (-15%)
Value$9.9M (-$1.2M)
Filed 2026-10-19
Wealthcare Advisory Partners LLC
DECREASED
Shares27,446 from 27,851
Change-405 (-1%)
Value$9.9M (+$306.8K)
Filed 2026-10-21
Franklin, Parlapiano, Turner & Welch, LLC
DECREASED
Shares27,283 from 27,975
Change-692 (-2%)
Value$9.8M (+$205.3K)
Filed 2026-10-30
International Assets Investment Management, LLC
DECREASED
Shares27,145 from 29,910
Change-2,765 (-9%)
Value$9.8M (-$732.6K)
Filed 2026-11-02
McHugh Group, LLC
DECREASED
Shares27,112 from 27,216
Change-104 (0%)
Value$9.7M (+$403.6K)
Filed 2026-10-19
Thompson Investment Management, Inc.
DECREASED
Shares26,961 from 27,042
Change-81 (0%)
Value$9.7M (+$410.1K)
Filed 2026-10-14
Goodman Advisory Group, LLC
INCREASED
Shares26,892 from 11,694
Change+15,198 (+130%)
Value$9.7M (+$5.7M)
Filed 2026-11-02
Mechanics Bank Trust Department
DECREASED
Shares26,843 from 29,500
Change-2,657 (-9%)
Value$9.6M (-$475.7K)
Filed 2026-10-13
RDA Financial Network
DECREASED
Shares26,814 from 27,605
Change-791 (-3%)
Value$9.6M (+$164.2K)
Filed 2026-10-15
Compound Planning, Inc.
INCREASED
Shares26,781 from 25,346
Change+1,435 (+6%)
Value$9.6M (+$927.5K)
Filed 2026-11-05
Boit C F David
INCREASED
Shares26,710 from 26,630
Change+80 (+0%)
Value$9.6M (+$461.2K)
Filed 2026-10-29
Cornerstone Wealth Group, LLC
INCREASED
Shares26,536 from 26,168
Change+368 (+1%)
Value$9.5M (+$557.2K)
Filed 2026-11-02
GPM Growth Investors, Inc.
DECREASED
Shares26,459 from 26,747
Change-288 (-1%)
Value$9.5M (+$330.9K)
Filed 2026-10-30
Intesa Sanpaolo Wealth Management
DECREASED
Shares26,305 from 26,358
Change-53 (0%)
Value$9.5M (+$409.0K)
Filed 2026-10-28
Orange Investment Advisors, Inc.
DECREASED
Shares26,167 from 28,649
Change-2,482 (-9%)
Value$9.4M (-$426.6K)
Filed 2026-10-23
Sarasin & Partners LLP
INCREASED
Shares26,016 from 11,536
Change+14,480 (+126%)
Value$9.3M (+$5.4M)
Filed 2026-10-13
Myriad Asset Management Advisors LLC
INCREASED
Shares26,013 from 19,794
Change+6,219 (+31%)
Value$9.3M (+$2.6M)
Filed 2026-11-03
OMC Financial Services LTD
DECREASED
Shares25,939 from 50,986
Change-25,047 (-49%)
Value$9.3M (-$8.2M)
Filed 2026-10-19
Cypress Asset Management Inc
DECREASED
Shares25,826 from 26,452
Change-626 (-2%)
Value$9.3M (+$204.6K)
Filed 2026-10-09
City Holding Co
INCREASED
Shares25,790 from 25,525
Change+265 (+1%)
Value$9.3M (+$509.7K)
Filed 2026-10-19
GoalVest Advisory LLC
INCREASED
Shares25,770 from 8,850
Change+16,920 (+191%)
Value$3.3M (+$301.5K)
Filed 2026-10-02
Goelzer Investment Management, Inc.
DECREASED
Shares25,724 from 25,824
Change-100 (0%)
Value$9.2M (+$383.5K)
Filed 2026-10-16
WP Advisors, LLC
INCREASED
Shares25,693 from 25,379
Change+314 (+1%)
Value$9.2M (+$525.2K)
Filed 2026-10-22
Ipswich Investment Management Co., Inc.
DECREASED
Shares25,549 from 25,615
Change-66 (0%)
Value$9.2M (+$392.3K)
Filed 2026-10-13
Delta Financial Advisors LLC
INCREASED
Shares25,360 from 25,220
Change+140 (+1%)
Value$9.1M (+$459.9K)
Filed 2026-10-27
Hikari Power Ltd
DECREASED
Shares25,270 from 124,270
Change-99,000 (-80%)
Value$9.1K (-$42.6M)
Filed 2026-10-30
Costello Asset Management, Inc
DECREASED
Shares25,245 from 25,255
Change-10 (0%)
Value$9.1M (+$406.8K)
Filed 2026-10-30
Provenance Wealth Advisors, LLC
INCREASED
Shares25,140 from 2,555
Change+22,585 (+884%)
Value$9.0M (+$8.2M)
Filed 2026-10-30
Prairie Advisory, LLC
INCREASED
Shares24,970 from 12,633
Change+12,337 (+98%)
Value$9.0M (+$4.6M)
Filed 2026-10-19
Evergreen Capital Management LLC
INCREASED
Shares24,950 from 23,287
Change+1,663 (+7%)
Value$9.0M (+$975.9K)
Filed 2026-10-23
Morguard Lincluden Global Investments Ltd
DECREASED
Shares24,923 from 25,560
Change-637 (-2%)
Value$9.0K (-$8.8M)
Filed 2026-10-28
Shepherd Financial Partners LLC
DECREASED
Shares24,916 from 24,977
Change-61 (0%)
Value$9.0M (+$383.8K)
Filed 2026-11-03
Resonant Capital Advisors, LLC
INCREASED
Shares24,914 from 24,257
Change+657 (+3%)
Value$9.0M (+$630.0K)
Filed 2026-10-15
Jcic Asset Management Inc.
INCREASED
Shares24,886 from 24,526
Change+360 (+1%)
Value$8.9M (+$1.5M)
Filed 2026-10-30
WealthPlan Investment Management, LLC
INCREASED
Shares24,835 from 22,517
Change+2,318 (+10%)
Value$8.9M (+$1.2M)
Filed 2026-10-15
Clarity Wealth Advisors, LLC
INCREASED
Shares24,808 from 24,401
Change+407 (+2%)
Value$8.9M (+$542.3K)
Filed 2026-10-21
Portside Wealth Group, LLC
DECREASED
Shares24,566 from 26,094
Change-1,528 (-6%)
Value$8.8M (-$125.2K)
Filed 2026-10-20
Hamilton Point Investment Advisors, LLC
DECREASED
Shares24,306 from 24,313
Change-7 (0%)
Value$8.7M (+$392.3K)
Filed 2026-11-03
Redmond Asset Management, LLC
INCREASED
Shares24,272 from 22,139
Change+2,133 (+10%)
Value$8.7M (+$1.1M)
Filed 2026-10-27
China Universal Asset Management Co., Ltd.
INCREASED
Shares24,244 from 19,020
Change+5,224 (+27%)
Value$8.9M (+$2.3M)
Filed 2026-10-28
Harel Insurance Investments & Financial Services Ltd.
DECREASED
Shares24,232 from 27,207
Change-2,975 (-11%)
Value$8.7K (-$9.3M)
Filed 2026-11-02
Vantage Investment Partners, LLC
UNCHANGED
Shares24,115 from 24,115
Change0 (0%)
Value$8.7M (+$391.6K)
Filed 2026-10-27
Spring Capital Management, LLC
UNCHANGED
Shares24,101 from 24,101
Change0 (0%)
Value$8.7M (+$391.4K)
Filed 2026-10-09
RFG Advisory, LLC
INCREASED
Shares24,079 from 20,227
Change+3,852 (+19%)
Value$8.7M (+$1.7M)
Filed 2026-11-03
Consolidated Investment Group LLC
UNCHANGED
Shares24,070 from 24,070
Change0 (0%)
Value$8.6M (+$390.9K)
Filed 2026-11-04
Culbertson A N & Co Inc
DECREASED
Shares24,069 from 24,086
Change-17 (0%)
Value$8.6M (+$385.0K)
Filed 2026-10-21
Trust Co of Toledo NA
INCREASED
Shares23,935 from 23,641
Change+294 (+1%)
Value$8.6M (+$489.6K)
Filed 2026-10-16
Joseph Group Capital Management
INCREASED
Shares23,805 from 23,166
Change+639 (+3%)
Value$8.6M (+$605.8K)
Filed 2026-11-04
Ascentis Independent Advisors
INCREASED
Shares23,771 from 136
Change+23,635 (+17379%)
Value$8.5M (+$8.5M)
Filed 2026-11-03
Citizens National Bank Trust Department
INCREASED
Shares23,753 from 23,572
Change+181 (+1%)
Value$8.5M (+$447.8K)
Filed 2026-11-04
Occidental Asset Management, LLC
INCREASED
Shares23,674 from 21,922
Change+1,752 (+8%)
Value$8.5M (+$985.6K)
Filed 2026-11-05
Stackstone Wealth, LLC
NEW
Shares23,655
Change+23,655
Value$8.5M
Filed 2026-10-19
Alta Capital Management LLC/
DECREASED
Shares23,476 from 64,812
Change-41,336 (-64%)
Value$8.4M (-$13.8M)
Filed 2026-10-26
Trust Co of Oklahoma
DECREASED
Shares23,464 from 25,380
Change-1,916 (-8%)
Value$8.4M (-$276.3K)
Filed 2026-10-15
Greg Jennings, LLC
NEW
Shares23,395
Change+23,395
Value$8.4M
Filed 2026-10-19
Live Oak Private Wealth LLC
DECREASED
Shares23,367 from 25,621
Change-2,254 (-9%)
Value$8.4M (-$394.1K)
Filed 2026-11-02
StrongBox Wealth, LLC
DECREASED
Shares23,313 from 24,060
Change-747 (-3%)
Value$8.4M (+$122.3K)
Filed 2026-11-02
Capital City Trust Co
DECREASED
Shares23,206 from 23,355
Change-149 (-1%)
Value$8.3M (+$325.7K)
Filed 2026-10-22
Sepio Capital, LP
DECREASED
Shares23,192 from 27,662
Change-4,470 (-16%)
Value$8.3M (-$1.2M)
Filed 2026-10-22
Vanderbilt University
INCREASED
Shares23,113 from 21,790
Change+1,323 (+6%)
Value$8.3M (+$829.3K)
Filed 2026-11-02
Purus Wealth Management, LLC
DECREASED
Shares23,003 from 23,131
Change-128 (-1%)
Value$8.3M (+$329.7K)
Filed 2026-10-15
Peterson Wealth Services
INCREASED
Shares22,914 from 22,232
Change+682 (+3%)
Value$8.2M (+$606.1K)
Filed 2026-10-26
DE Burlo Group Inc
INCREASED
Shares22,888 from 22,738
Change+150 (+1%)
Value$8.2M (+$423.2K)
Filed 2026-11-05
Pacifica Partners Inc.
DECREASED
Shares22,884 from 23,154
Change-270 (-1%)
Value$8.2M (-$138.5K)
Filed 2026-10-09
Krilogy Financial LLC
INCREASED
Shares22,725 from 21,251
Change+1,474 (+7%)
Value$8.8M (+$1.6M)
Filed 2026-10-13
CMH Wealth Management LLC
INCREASED
Shares22,706 from 21,954
Change+752 (+3%)
Value$8.2M (+$626.7K)
Filed 2026-10-22
Chicago Trust Co NA
DECREASED
Shares22,521 from 23,775
Change-1,254 (-5%)
Value$8.1M (-$64.5K)
Filed 2026-10-28
Integrated Advisors Network LLC
DECREASED
Shares22,434 from 22,842
Change-408 (-2%)
Value$8.1M (+$224.2K)
Filed 2026-10-20
Flagship Capital Management Inc.
INCREASED
Shares22,312 from 22,202
Change+110 (+1%)
Value$8.0M (+$400.1K)
Filed 2026-10-20
West Branch Capital LLC
INCREASED
Shares22,294 from 22,041
Change+253 (+1%)
Value$8.0M (+$448.7K)
Filed 2026-10-20
Gibbs Wealth Management
INCREASED
Shares22,293 from 19,511
Change+2,782 (+14%)
Value$8.0M (+$1.3M)
Filed 2026-10-22
Brady Family Wealth, LLC
DECREASED
Shares22,273 from 23,265
Change-992 (-4%)
Value$8.0M (+$21.1K)
Filed 2026-11-02
Eastover Investment Advisors LLC
INCREASED
Shares22,221 from 22,014
Change+207 (+1%)
Value$8.0M (+$431.9K)
Filed 2026-10-05
Cardinal Point Capital Management ULC
INCREASED
Shares22,219 from 22,017
Change+202 (+1%)
Value$8.0M (+$430.3K)
Filed 2026-10-21
Farmers & Merchants Trust Co of Long Beach
DECREASED
Shares22,067 from 22,342
Change-275 (-1%)
Value$7.9M (+$264.0K)
Filed 2026-10-22
Herold Advisors, Inc.
DECREASED
Shares22,048 from 22,213
Change-165 (-1%)
Value$7.9M (+$303.5K)
Filed 2026-10-19
Beacon Financial Group
DECREASED
Shares21,992 from 22,211
Change-219 (-1%)
Value$7.9M (+$281.8K)
Filed 2026-10-19
Petredis Investment Advisors LLC
INCREASED
Shares21,987 from 21,946
Change+41 (+0%)
Value$7.9M (+$371.1K)
Filed 2026-10-20
Carret Asset Management, LLC
INCREASED
Shares21,932 from 21,458
Change+474 (+2%)
Value$7.9M (+$518.8K)
Filed 2026-11-04
Poehling Capital Management, Inc.
DECREASED
Shares21,928 from 22,114
Change-186 (-1%)
Value$7.9M (+$292.3K)
Filed 2026-10-20
Hanson & Doremus Investment Management
INCREASED
Shares21,916 from 21,710
Change+206 (+1%)
Value$7.9K (-$7.4M)
Filed 2026-10-16
B. Riley Wealth Advisors, Inc.
INCREASED
Shares21,900 from 17,356
Change+4,544 (+26%)
Value$7.9M (+$1.9M)
Filed 2026-10-13
Jericho Financial, LLP
INCREASED
Shares21,645 from 21,412
Change+233 (+1%)
Value$7.8M (+$431.6K)
Filed 2026-10-13
Ables, Iannone, Moore & Associates, Inc.
DECREASED
Shares21,272 from 22,264
Change-992 (-4%)
Value$7.6M (+$5.1K)
Filed 2026-10-06
Windmill Hill Asset Management Ltd
INCREASED
Shares21,267 from 20,075
Change+1,192 (+6%)
Value$7.6M (+$754.3K)
Filed 2026-10-28
Conning Inc.
DECREASED
Shares21,240 from 23,062
Change-1,822 (-8%)
Value$7.6M (-$280.2K)
Filed 2026-10-27
Strategic Blueprint, LLC
DECREASED
Shares21,209 from 21,380
Change-171 (-1%)
Value$7.6M (+$285.8K)
Filed 2026-10-22
Apella Capital, LLC
INCREASED
Shares21,173 from 21,034
Change+139 (+1%)
Value$7.9M (+$470.5K)
Filed 2026-10-08
Marks Group Wealth Management, Inc
DECREASED
Shares21,154 from 23,658
Change-2,504 (-11%)
Value$7.6M (-$515.5K)
Filed 2026-11-05
Searle & Co.
DECREASED
Shares21,135 from 23,535
Change-2,400 (-10%)
Value$7.6M (-$480.2K)
Filed 2026-11-04
Torray Investment Partners LLC
DECREASED
Shares20,839 from 22,017
Change-1,178 (-5%)
Value$7.5M (-$65.7K)
Filed 2026-10-30
Journey Advisory Group, LLC
DECREASED
Shares20,816 from 21,110
Change-294 (-1%)
Value$7.5M (+$237.2K)
Filed 2026-11-04
Harold Davidson & Associates Inc.
DECREASED
Shares20,703 from 20,828
Change-125 (-1%)
Value$7.4M (+$293.5K)
Filed 2026-10-29
Sterling Investment Advisors, Ltd.
INCREASED
Shares20,694 from 20,668
Change+26 (+0%)
Value$7.4M (+$345.2K)
Filed 2026-10-27
Benedict Financial Advisors Inc
DECREASED
Shares20,634 from 21,298
Change-664 (-3%)
Value$7.4M (+$107.2K)
Filed 2026-10-07
Decker Wealth Management LLC
INCREASED
Shares20,594 from 18,051
Change+2,543 (+14%)
Value$7.4M (+$1.2M)
Filed 2026-10-09
Profund Advisors LLC
INCREASED
Shares20,548 from 18,399
Change+2,149 (+12%)
Value$7.4M (+$1.1M)
Filed 2026-10-29
PFG Advisors
NEW
Shares20,529
Change+20,529
Value$7.4M
Filed 2026-10-16
Harmony Asset Management LLC
DECREASED
Shares20,445 from 20,779
Change-334 (-2%)
Value$7.3M (+$217.2K)
Filed 2026-10-20
LVW Advisors, LLC
DECREASED
Shares20,413 from 20,704
Change-291 (-1%)
Value$7.3M (+$231.8K)
Filed 2026-10-19
Capital Investment Advisory Services, LLC
INCREASED
Shares20,217 from 19,892
Change+325 (+2%)
Value$7.3M (+$448.4K)
Filed 2026-10-30
Hosking Partners LLP
DECREASED
Shares20,183 from 21,632
Change-1,449 (-7%)
Value$7.3M (-$169.4K)
Filed 2026-10-21
SeaCrest Wealth Management, LLC
DECREASED
Shares20,084 from 20,811
Change-727 (-3%)
Value$7.2M (+$77.0K)
Filed 2026-10-21
Oliver Luxxe Assets LLC
DECREASED
Shares19,972 from 20,270
Change-298 (-1%)
Value$7.2M (+$222.1K)
Filed 2026-10-14
Mendel Money Management
DECREASED
Shares19,951 from 20,088
Change-137 (-1%)
Value$7.2M (+$277.3K)
Filed 2026-11-02
Aviance Capital Partners, LLC
INCREASED
Shares19,932 from 19,597
Change+335 (+2%)
Value$7.2M (+$438.6K)
Filed 2026-10-29
Soltis Investment Advisors LLC
INCREASED
Shares19,916 from 19,297
Change+619 (+3%)
Value$7.2M (+$535.9K)
Filed 2026-10-28
Sitrin Capital Management LLC
DECREASED
Shares19,798 from 19,972
Change-174 (-1%)
Value$7.1M (+$261.9K)
Filed 2026-10-19
Lakehouse Capital Pty Ltd
UNCHANGED
Shares19,791 from 19,791
Change0 (0%)
Value$7.1K (-$6.8M)
Filed 2026-10-06
Tower View Wealth Management LLC
INCREASED
Shares19,753 from 18,494
Change+1,259 (+7%)
Value$7.1M (+$752.9K)
Filed 2026-10-23
Sterling Investment Management, LLC
DECREASED
Shares19,713 from 20,608
Change-895 (-4%)
Value$7.1M (+$13.1K)
Filed 2026-10-16
Symphony Financial, Ltd. Co.
DECREASED
Shares19,708 from 21,517
Change-1,809 (-8%)
Value$7.1M (-$231.7K)
Filed 2026-10-22
Investment Research & Advisory Group, Inc.
DECREASED
Shares19,687 from 19,810
Change-123 (-1%)
Value$7.1M (+$292.6K)
Filed 2026-10-19
Plimoth Trust Co LLC
INCREASED
Shares19,686 from 19,544
Change+142 (+1%)
Value$7.1M (+$368.4K)
Filed 2026-10-26
Eagle Capital Management, LLC
DECREASED
Shares19,681 from 20,434
Change-753 (-4%)
Value$7.1K (+$61)
Filed 2026-10-19
Sawyer & Company, Inc
DECREASED
Shares19,589 from 20,218
Change-629 (-3%)
Value$7.0M (+$102.3K)
Filed 2026-10-21
Burney Co/
DECREASED
Shares19,574 from 19,738
Change-164 (-1%)
Value$7.0M (+$261.9K)
Filed 2026-10-15
TD Private Client Wealth LLC
DECREASED
Shares19,542 from 19,732
Change-190 (-1%)
Value$7.0M (+$252.2K)
Filed 2026-10-28
Mitchell Capital Management Co
DECREASED
Shares19,486 from 19,769
Change-283 (-1%)
Value$7.0M (+$219.4K)
Filed 2026-10-29
Blue Zone Wealth Advisors, LLC
DECREASED
Shares19,459 from 28,218
Change-8,759 (-31%)
Value$7.0M (-$2.7M)
Filed 2026-10-19
Asset One Wealth Management LLC
INCREASED
Shares19,390 from 17,201
Change+2,189 (+13%)
Value$7.0M (+$858.7K)
Filed 2026-11-02
Guinness Atkinson Asset Management Inc
DECREASED
Shares19,262 from 19,542
Change-280 (-1%)
Value$6.9M (+$216.7K)
Filed 2026-11-05
Portfolio Design Labs, LLC
INCREASED
Shares19,219 from 17,756
Change+1,463 (+8%)
Value$6.9M (+$814.1K)
Filed 2026-11-04
RBA Wealth Management, LLC
INCREASED
Shares19,158 from 17,969
Change+1,189 (+7%)
Value$6.9M (+$719.1K)
Filed 2026-10-28
SP Asset Management LLC
INCREASED
Shares19,082 from 19,050
Change+32 (+0%)
Value$6.9M (+$320.8K)
Filed 2026-11-05
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares19,015 from 18,553
Change+462 (+2%)
Value$6.8M (+$467.8K)
Filed 2026-10-14
Secure Asset Management, LLC
DECREASED
Shares18,988 from 19,053
Change-65 (0%)
Value$6.8M (+$286.1K)
Filed 2026-10-19
Kathmere Capital Management, LLC
INCREASED
Shares18,955 from 17,375
Change+1,580 (+9%)
Value$6.8M (+$849.9K)
Filed 2026-10-20
First National Bank of Mount Dora, Trust Investment Services
INCREASED
Shares18,937 from 15,520
Change+3,417 (+22%)
Value$6.8M (+$1.5M)
Filed 2026-10-21
Obermeyer Wealth Partners
DECREASED
Shares18,930 from 22,822
Change-3,892 (-17%)
Value$6.8M (-$1.0M)
Filed 2026-10-21
Hunter Associates Investment Management LLC
INCREASED
Shares18,910 from 18,857
Change+53 (+0%)
Value$6.8K (-$6.5M)
Filed 2026-10-26
Marathon Wealth Advisors LLC
INCREASED
Shares18,810 from 18,744
Change+66 (+0%)
Value$6.8M (+$328.0K)
Filed 2026-11-04
M Holdings Securities, Inc.
INCREASED
Shares18,765 from 18,746
Change+19 (+0%)
Value$7.7K (+$1.4K)
Filed 2026-11-03
Kingswood Wealth Advisors, LLC
INCREASED
Shares18,762 from 18,319
Change+443 (+2%)
Value$6.7M (+$456.7K)
Filed 2026-10-23
First Nebraska Trust Co
DECREASED
Shares18,754 from 19,377
Change-623 (-3%)
Value$6.7M (+$90.5K)
Filed 2026-10-30
Trust Asset Management LLC
DECREASED
Shares18,722 from 18,760
Change-38 (0%)
Value$6.7M (+$291.0K)
Filed 2026-11-03
Birch Hill Investment Advisors LLC
INCREASED
Shares18,623 from 17,459
Change+1,164 (+7%)
Value$6.7M (+$701.8K)
Filed 2026-10-16
Lighthouse Financial Services Inc
INCREASED
Shares18,580 from 17,640
Change+940 (+5%)
Value$6.7M (+$483.5K)
Filed 2026-11-02
Bochk Asset Management Ltd
INCREASED
Shares18,500 from 13,000
Change+5,500 (+42%)
Value$6.6M (+$2.2M)
Filed 2026-10-29
MCF Advisors LLC
DECREASED
Shares18,459 from 18,607
Change-148 (-1%)
Value$6.6M (+$248.7K)
Filed 2026-10-28
KMG Fiduciary Partners, LLC
DECREASED
Shares18,448 from 19,526
Change-1,078 (-6%)
Value$6.6M (-$70.1K)
Filed 2026-10-14
Linden Thomas Advisory Services, LLC
INCREASED
Shares18,424 from 18,352
Change+72 (+0%)
Value$6.6M (+$323.9K)
Filed 2026-10-19
JLB & Associates Inc
UNCHANGED
Shares18,403 from 18,403
Change0 (0%)
Value$6.3M ($0)
Filed 2026-10-27
Avidian Wealth Enterprises, LLC
DECREASED
Shares18,356 from 18,359
Change-3 (0%)
Value$6.6M (+$296.9K)
Filed 2026-10-08
Norden Group LLC
DECREASED
Shares18,347 from 18,639
Change-292 (-2%)
Value$6.6M (+$198.4K)
Filed 2026-10-20
Mirador Capital Partners LP
DECREASED
Shares18,326 from 18,333
Change-7 (0%)
Value$6.6M (+$295.1K)
Filed 2026-10-09
Sigma Investment Counselors Inc
INCREASED
Shares18,295 from 16,378
Change+1,917 (+12%)
Value$6.6M (+$954.8K)
Filed 2026-10-27
Vista Investment Partners LLC
DECREASED
Shares18,101 from 18,343
Change-242 (-1%)
Value$6.5M (+$212.2K)
Filed 2026-10-08
Azzad Asset Management Inc
INCREASED
Shares18,076 from 17,967
Change+109 (+1%)
Value$6.5M (+$330.8K)
Filed 2026-11-04
Butensky & Cohen Financial Security, Inc
INCREASED
Shares17,964 from 17,845
Change+119 (+1%)
Value$6.5M (+$332.6K)
Filed 2026-10-13
First Fiduciary Investment Counsel, Inc.
INCREASED
Shares17,957 from 16,485
Change+1,472 (+9%)
Value$6.5K (-$5.6M)
Filed 2026-10-27
Sky Investment Group LLC
INCREASED
Shares17,955 from 8,187
Change+9,768 (+119%)
Value$6.5M (+$3.6M)
Filed 2026-10-30
Commonwealth Retirement Investments LLC
INCREASED
Shares17,854 from 17,747
Change+107 (+1%)
Value$6.4M (+$326.7K)
Filed 2026-10-26
Beacon Bank & Trust
DECREASED
Shares17,800 from 18,541
Change-741 (-4%)
Value$6.4M (+$34.8K)
Filed 2026-10-27
Bretton Capital Management, LLC
UNCHANGED
Shares17,800 from 17,800
Change0 (0%)
Value$6.4M (+$289.1K)
Filed 2026-10-22
Codex Capital Asset Management L.L.C.
UNCHANGED
Shares17,779 from 17,779
Change0 (0%)
Value$6.4M (+$288.7K)
Filed 2026-10-30
Parkside Financial Bank & Trust
DECREASED
Shares17,770 from 18,015
Change-245 (-1%)
Value$6.4M (+$204.7K)
Filed 2026-10-27
Signet Investment Advisory Group, Inc.
INCREASED
Shares17,700 from 17,518
Change+182 (+1%)
Value$6.4M (+$349.9K)
Filed 2026-10-30
Bahl & Gaynor LLC
DECREASED
Shares17,649 from 17,882
Change-233 (-1%)
Value$6.3M (+$206.7K)
Filed 2026-11-05
Connecticut Wealth Management, LLC
DECREASED
Shares17,609 from 17,849
Change-240 (-1%)
Value$6.3M (+$203.7K)
Filed 2026-10-13
Shelter Rock Management, LLC
DECREASED
Shares17,576 from 17,754
Change-178 (-1%)
Value$6.3M (+$222.6K)
Filed 2026-10-09
Davis-Rea Ltd.
DECREASED
Shares17,478 from 18,026
Change-548 (-3%)
Value$6.3M (+$95.8K)
Filed 2026-10-13
Harrell Investment Partners, LLC
DECREASED
Shares17,316 from 17,429
Change-113 (-1%)
Value$6.2M (+$242.6K)
Filed 2026-10-15
Wendell David Associates Inc
DECREASED
Shares17,307 from 18,178
Change-871 (-5%)
Value$6.2K (-$6.2M)
Filed 2026-10-27
Victrix Investment Advisors
INCREASED
Shares17,306 from 16,018
Change+1,288 (+8%)
Value$6.2M (+$723.0K)
Filed 2026-10-13
Family Legacy, Inc.
INCREASED
Shares17,260 from 17,017
Change+243 (+1%)
Value$6.2M (+$363.7K)
Filed 2026-10-13
Kenora Financial, LLC
INCREASED
Shares17,237 from 17,133
Change+104 (+1%)
Value$6.2M (+$315.6K)
Filed 2026-10-20
Premier Path Wealth Partners, LLC
INCREASED
Shares17,142 from 16,294
Change+848 (+5%)
Value$6.2M (+$569.5K)
Filed 2026-10-16
Legacy CG, LLC
DECREASED
Shares17,126 from 18,512
Change-1,386 (-7%)
Value$6.2M (-$197.4K)
Filed 2026-10-30
New England Research & Management, Inc.
INCREASED
Shares17,095 from 15,495
Change+1,600 (+10%)
Value$6.1M (+$826.6K)
Filed 2026-10-16
Allen Mooney & Barnes Investment Advisors LLC
DECREASED
Shares17,072 from 17,504
Change-432 (-2%)
Value$6.1M (+$129.0K)
Filed 2026-10-08
True North Advisors, LLC
DECREASED
Shares16,965 from 19,506
Change-2,541 (-13%)
Value$6.1M (-$596.3K)
Filed 2026-10-22
ICW Investment Advisors LLC
DECREASED
Shares16,937 from 17,129
Change-192 (-1%)
Value$6.1M (+$209.3K)
Filed 2026-10-27
ROI Financial Advisors, LLC
DECREASED
Shares16,932 from 17,312
Change-380 (-2%)
Value$6.1M (+$144.8K)
Filed 2026-10-19
Globalt Investments LLC / GA
DECREASED
Shares16,931 from 17,435
Change-504 (-3%)
Value$6.1M (+$102.0K)
Filed 2026-10-27
Berbice Capital Management LLC
DECREASED
Shares16,902 from 16,912
Change-10 (0%)
Value$6.1M (+$271.1K)
Filed 2026-10-13
BG Investment Services, LLC
NEW
Shares16,874
Change+16,874
Value$6.1M
Filed 2026-10-23
Leelyn Smith, LLC
INCREASED
Shares16,863 from 16,840
Change+23 (+0%)
Value$6.1M (+$281.7K)
Filed 2026-11-03
Financial Management Network Inc
DECREASED
Shares16,818 from 16,941
Change-123 (-1%)
Value$6.1M (-$8.9K)
Filed 2026-10-09
Great Lakes Retirement, Inc.
INCREASED
Shares16,783 from 16,165
Change+618 (+4%)
Value$6.0M (+$484.8K)
Filed 2026-10-26
Diversified Enterprises, LLC
INCREASED
Shares16,782 from 15,402
Change+1,380 (+9%)
Value$6.0M (+$745.9K)
Filed 2026-10-19
SevenBridge Financial Group, LLC
INCREASED
Shares16,712 from 16,651
Change+61 (+0%)
Value$6.8M (+$758.5K)
Filed 2026-10-26
NBT Bank, N.A.
INCREASED
Shares16,702 from 16,678
Change+24 (+0%)
Value$6.0M (+$279.5K)
Filed 2026-10-21
Means Investment Co., Inc.
DECREASED
Shares16,626 from 17,035
Change-409 (-2%)
Value$6.0M (+$129.8K)
Filed 2026-11-03
Fragasso Financial Advisors Inc
INCREASED
Shares16,569 from 16,401
Change+168 (+1%)
Value$6.4M (+$759.5K)
Filed 2026-10-13
Brick & Kyle, Associates
DECREASED
Shares16,562 from 16,593
Change-31 (0%)
Value$6.0M (+$936.2K)
Filed 2026-11-05
Mine & Arao Wealth Creation & Management, Llc.
INCREASED
Shares16,470 from 15,999
Change+471 (+3%)
Value$5.9M (+$428.8K)
Filed 2026-10-29
Iowa State Bank
DECREASED
Shares16,439 from 16,996
Change-557 (-3%)
Value$5.9M (+$75.9K)
Filed 2026-10-06
Kerusso Capital Management LLC
INCREASED
Shares16,437 from 14,911
Change+1,526 (+10%)
Value$5.9M (+$790.5K)
Filed 2026-10-27
Physicians Financial Services, Inc.
DECREASED
Shares16,437 from 16,663
Change-226 (-1%)
Value$5.9K (-$5.7M)
Filed 2026-11-04
Jacobi Capital Management LLC
INCREASED
Shares16,432 from 16,387
Change+45 (+0%)
Value$5.9M (+$282.5K)
Filed 2026-11-05
Cottage Street Advisors LLC
DECREASED
Shares16,387 from 16,473
Change-86 (-1%)
Value$5.9M (+$200.2K)
Filed 2026-10-19
Rockline Wealth Management, LLC
INCREASED
Shares16,338 from 16,237
Change+101 (+1%)
Value$5.9M (+$300.0K)
Filed 2026-10-26
Magnus Financial Group LLC
INCREASED
Shares16,312 from 16,119
Change+193 (+1%)
Value$5.9M (+$331.0K)
Filed 2026-10-21
Canton Hathaway, LLC
UNCHANGED
Shares16,276 from 16,276
Change0 (0%)
Value$5.8M (+$264.3K)
Filed 2026-10-23
Davidson Capital Management Inc.
INCREASED
Shares16,269 from 15,896
Change+373 (+2%)
Value$5.8M (+$392.2K)
Filed 2026-10-15
Roberts Wealth Advisors, LLC
INCREASED
Shares16,253 from 16,175
Change+78 (+0%)
Value$5.8M (+$290.7K)
Filed 2026-10-14
Robbins Farley
DECREASED
Shares16,232 from 18,277
Change-2,045 (-11%)
Value$5.8M (-$438.0K)
Filed 2026-10-21
Reynders McVeigh Capital Management, LLC
DECREASED
Shares16,229 from 16,677
Change-448 (-3%)
Value$5.8M (+$109.6K)
Filed 2026-10-30
Leuthold Group, LLC
DECREASED
Shares16,200 from 16,544
Change-344 (-2%)
Value$5.8M (+$145.1K)
Filed 2026-11-04
71 West Capital Partners
INCREASED
Shares16,193 from 15,644
Change+549 (+4%)
Value$5.8M (+$451.3K)
Filed 2026-11-04
Diligent Investors, LLC
DECREASED
Shares16,191 from 16,347
Change-156 (-1%)
Value$5.8M (+$209.2K)
Filed 2026-10-21
CRA Financial Services, LLC
INCREASED
Shares16,186 from 16,161
Change+25 (+0%)
Value$5.8M (+$271.5K)
Filed 2026-10-16
ANB Bank
DECREASED
Shares16,130 from 16,212
Change-82 (-1%)
Value$5.8M (+$233.8K)
Filed 2026-10-09
Foyston, Gordon & Payne Inc
DECREASED
Shares16,107 from 18,995
Change-2,888 (-15%)
Value$5.8M (-$729.3K)
Filed 2026-11-02
Maia Wealth LLC
INCREASED
Shares16,106 from 14,770
Change+1,336 (+9%)
Value$5.8M (+$720.2K)
Filed 2026-10-19
Capricorn Fund Managers Ltd
DECREASED
Shares16,079 from 20,555
Change-4,476 (-22%)
Value$5.8M (-$1.3M)
Filed 2026-11-03
Grove Bank & Trust
DECREASED
Shares15,997 from 16,173
Change-176 (-1%)
Value$5.7M (+$199.4K)
Filed 2026-10-08
Legacy Wealth Management, LLC / MS
DECREASED
Shares15,954 from 17,730
Change-1,776 (-10%)
Value$5.7M (-$350.2K)
Filed 2026-10-30
AMI Investment Management Inc
DECREASED
Shares15,915 from 16,733
Change-818 (-5%)
Value$5.7M (-$22.2K)
Filed 2026-10-27
Cigna Investments Inc
INCREASED
Shares15,811 from 15,623
Change+188 (+1%)
Value$5.7K (-$5.4M)
Filed 2026-10-19
VestGen Advisors, LLC
DECREASED
Shares15,735 from 16,688
Change-953 (-6%)
Value$5.7M (-$71.5K)
Filed 2026-10-27
Cove Private Wealth, LLC
INCREASED
Shares15,729 from 14,379
Change+1,350 (+9%)
Value$5.7M (+$718.6K)
Filed 2026-10-28
Fulcrum Asset Management LLP
INCREASED
Shares15,708 from 14,554
Change+1,154 (+8%)
Value$5.7M (+$774.9K)
Filed 2026-11-04
Sage Investment Advisers LLC
DECREASED
Shares15,681 from 15,787
Change-106 (-1%)
Value$5.6M (+$218.2K)
Filed 2026-10-21
Founders Financial Securities LLC
INCREASED
Shares15,626 from 15,190
Change+436 (+3%)
Value$5.6M (+$403.3K)
Filed 2026-10-28
Capital Asset Advisory Services LLC
INCREASED
Shares15,619 from 11,091
Change+4,528 (+41%)
Value$6.5M (+$2.7M)
Filed 2026-10-30
Independent Solutions Wealth Management, LLC
INCREASED
Shares15,612 from 15,570
Change+42 (+0%)
Value$5.6M (+$268.0K)
Filed 2026-10-28
Cherry Creek Investment Advisors, Inc.
DECREASED
Shares15,573 from 15,611
Change-38 (0%)
Value$5.6M (+$240.1K)
Filed 2026-10-14
Csenge Advisory Group
INCREASED
Shares15,569 from 10,723
Change+4,846 (+45%)
Value$5.6M (+$1.9M)
Filed 2026-11-04
Procyon Advisors, LLC
DECREASED
Shares15,566 from 16,086
Change-520 (-3%)
Value$5.6M (+$74.3K)
Filed 2026-10-21
Deane Retirement Strategies, Inc.
DECREASED
Shares15,558 from 15,716
Change-158 (-1%)
Value$5.6M (+$203.1K)
Filed 2026-10-09
Aprio Wealth Management, LLC
INCREASED
Shares15,526 from 14,249
Change+1,277 (+9%)
Value$5.6M (+$690.1K)
Filed 2026-10-28
William Allan Corp
INCREASED
Shares15,398 from 15,351
Change+47 (+0%)
Value$5.5M (+$266.4K)
Filed 2026-10-14
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares15,385 from 15,302
Change+83 (+1%)
Value$5.5M (+$278.3K)
Filed 2026-10-23
Triad Investment Management
INCREASED
Shares15,379 from 15,189
Change+190 (+1%)
Value$5.5M (+$314.9K)
Filed 2026-10-13
First Horizon Corp
DECREASED
Shares15,345 from 15,587
Change-242 (-2%)
Value$5.5M (+$166.2K)
Filed 2026-10-26
Hartford Financial Management Inc.
INCREASED
Shares15,345 from 15,340
Change+5 (+0%)
Value$5.5M (+$251.0K)
Filed 2026-10-21
Oak Asset Management, LLC
DECREASED
Shares15,313 from 15,337
Change-24 (0%)
Value$5.5M (+$240.4K)
Filed 2026-10-13
Avestar Capital, LLC
DECREASED
Shares15,289 from 17,120
Change-1,831 (-11%)
Value$5.5M (-$379.9K)
Filed 2026-10-28
AMG National Trust Bank
INCREASED
Shares15,199 from 14,573
Change+626 (+4%)
Value$5.5M (+$461.7K)
Filed 2026-11-05
Wright Investors Service Inc
INCREASED
Shares15,185 from 15,175
Change+10 (+0%)
Value$5.5M (+$250.0K)
Filed 2026-11-02
Left Brain Wealth Management, LLC
DECREASED
Shares15,175 from 15,207
Change-32 (0%)
Value$5.5M (+$235.5K)
Filed 2026-10-28
Private Trust Co NA
INCREASED
Shares15,168 from 14,256
Change+912 (+6%)
Value$5.5M (+$559.5K)
Filed 2026-10-20
EverSource Wealth Advisors, LLC
INCREASED
Shares15,106 from 14,656
Change+450 (+3%)
Value$5.4M (+$399.7K)
Filed 2026-11-04
Certuity, LLC
DECREASED
Shares15,099 from 15,123
Change-24 (0%)
Value$5.4M (+$236.7K)
Filed 2026-11-02
Prevail Innovative Wealth Advisors, LLC
INCREASED
Shares15,094 from 12,251
Change+2,843 (+23%)
Value$5.6M (+$1.4M)
Filed 2026-10-20
Viking Fund Management LLC
UNCHANGED
Shares15,000 from 15,000
Change0 (0%)
Value$5.4M (+$243.6K)
Filed 2026-10-14
Clear Trail Advisors, LLC
INCREASED
Shares14,991 from 11,736
Change+3,255 (+28%)
Value$5.4M (+$1.4M)
Filed 2026-10-20
Watchman Group, Inc.
DECREASED
Shares14,953 from 14,968
Change-15 (0%)
Value$5.4M (+$237.7K)
Filed 2026-10-16
Greenwood Capital Associates LLC
INCREASED
Shares14,938 from 14,724
Change+214 (+1%)
Value$5.4M (+$316.0K)
Filed 2026-10-27
Trust Point Inc.
INCREASED
Shares14,917 from 13,347
Change+1,570 (+12%)
Value$5.4M (+$780.9K)
Filed 2026-10-27
Legacy Private Trust Co.
DECREASED
Shares14,901 from 14,961
Change-60 (0%)
Value$5.4M (+$221.4K)
Filed 2026-10-06
Lockheed Martin Investment Management Co
DECREASED
Shares14,880 from 21,700
Change-6,820 (-31%)
Value$5.3M (-$2.1M)
Filed 2026-11-04
RIA Advisory Group LLC
DECREASED
Shares14,850 from 21,582
Change-6,732 (-31%)
Value$5.3M (-$2.1M)
Filed 2026-10-15
Platform Technology Partners
INCREASED
Shares14,825 from 14,633
Change+192 (+1%)
Value$5.3M (+$306.8K)
Filed 2026-11-02
Asset Dedication, LLC
DECREASED
Shares14,800 from 14,974
Change-174 (-1%)
Value$5.3M (+$180.6K)
Filed 2026-11-03
Brooklands Fund Management Ltd
NEW
Shares14,725
Change+14,725
Value$5.3M
Filed 2026-10-28
Buckhead Capital Management LLC
DECREASED
Shares14,672 from 14,706
Change-34 (0%)
Value$5.3M (+$226.6K)
Filed 2026-11-03
Cordgrass Capital Advisors, LLC
DECREASED
Shares14,607 from 14,637
Change-30 (0%)
Value$5.2M (+$226.9K)
Filed 2026-10-30
Bath Savings Trust Co
DECREASED
Shares14,579 from 16,047
Change-1,468 (-9%)
Value$5.2M (-$266.9K)
Filed 2026-10-07
Hohimer Wealth Management, LLC
DECREASED
Shares14,578 from 16,837
Change-2,259 (-13%)
Value$5.2M (-$538.3K)
Filed 2026-11-04
NTV Asset Management LLC
INCREASED
Shares14,563 from 12,550
Change+2,013 (+16%)
Value$5.2M (+$927.2K)
Filed 2026-10-23
Cooper Financial Group
INCREASED
Shares14,543 from 12,767
Change+1,776 (+14%)
Value$5.2M (+$845.7K)
Filed 2026-10-07
AlphaStar Capital Management, LLC
INCREASED
Shares14,414 from 12,674
Change+1,740 (+14%)
Value$5.2M (+$831.2K)
Filed 2026-10-16
MV Capital Management, Inc.
DECREASED
Shares14,403 from 14,579
Change-176 (-1%)
Value$5.2M (+$173.5K)
Filed 2026-10-29
Montecito Bank & Trust
INCREASED
Shares14,361 from 14,275
Change+86 (+1%)
Value$5.2M (+$262.7K)
Filed 2026-10-01
Buttonwood Financial Advisors Inc.
DECREASED
Shares14,301 from 14,501
Change-200 (-1%)
Value$5.1M (+$163.6K)
Filed 2026-10-13
Acumen Wealth Advisors, LLC
INCREASED
Shares14,264 from 13,764
Change+500 (+4%)
Value$5.1M (+$403.2K)
Filed 2026-11-05
Aljian Capital Management, LLC
DECREASED
Shares14,243 from 14,606
Change-363 (-2%)
Value$5.1M (+$106.6K)
Filed 2026-10-28
New Hampshire Trust
DECREASED
Shares14,167 from 14,411
Change-244 (-2%)
Value$5.1M (+$146.4K)
Filed 2026-10-20
WD Rutherford LLC
DECREASED
Shares14,110 from 14,720
Change-610 (-4%)
Value$5.1M (+$19.9K)
Filed 2026-10-26
Old Mission Investment Co LLC
DECREASED
Shares14,038 from 14,182
Change-144 (-1%)
Value$5.0M (+$178.6K)
Filed 2026-10-22
Moneco Advisors, LLC
INCREASED
Shares14,003 from 13,088
Change+915 (+7%)
Value$5.0M (+$541.3K)
Filed 2026-11-05
Channing Global Advisors, LLC
INCREASED
Shares13,949 from 13,291
Change+658 (+5%)
Value$5.0M (+$452.3K)
Filed 2026-11-03
Northcape Wealth Management, LLC
DECREASED
Shares13,868 from 14,304
Change-436 (-3%)
Value$5.0M (+$75.7K)
Filed 2026-11-04
Huntleigh Advisors, Inc.
INCREASED
Shares13,847 from 13,788
Change+59 (+0%)
Value$5.0M (+$245.2K)
Filed 2026-11-03
Everhart Financial Group, Inc.
INCREASED
Shares13,842 from 13,148
Change+694 (+5%)
Value$5.0M (+$462.9K)
Filed 2026-10-08
Essex Bank
DECREASED
Shares13,834 from 14,123
Change-289 (-2%)
Value$5.0M (+$125.5K)
Filed 2026-10-16
Kingdom Financial Group Llc.
DECREASED
Shares13,808 from 13,835
Change-27 (0%)
Value$2.5M (+$96.5K)
Filed 2026-11-04
GS Investments, Inc.
DECREASED
Shares13,800 from 13,822
Change-22 (0%)
Value$5.0M (+$216.6K)
Filed 2026-11-05
Biltmore Family Office, LLC
DECREASED
Shares13,780 from 14,118
Change-338 (-2%)
Value$5.0M (+$107.8K)
Filed 2026-11-03
Curbstone Financial Management Corp
DECREASED
Shares13,762 from 13,772
Change-10 (0%)
Value$4.9M (+$220.1K)
Filed 2026-10-21
Xxec, Inc.
DECREASED
Shares13,716 from 126,672
Change-112,956 (-89%)
Value$4.9M (-$36.4M)
Filed 2026-11-05
Gryphon Financial Partners LLC
INCREASED
Shares13,708 from 13,410
Change+298 (+2%)
Value$4.9M (+$324.9K)
Filed 2026-11-04
Howard Capital Management, LLC
DECREASED
Shares13,695 from 13,865
Change-170 (-1%)
Value$4.9M (+$164.2K)
Filed 2026-10-16
Everett Harris & Co
INCREASED
Shares13,673 from 13,574
Change+99 (+1%)
Value$4.9M (+$256.1K)
Filed 2026-10-28
Bell Bank
DECREASED
Shares13,665 from 17,513
Change-3,848 (-22%)
Value$4.9M (-$1.1M)
Filed 2026-10-21
Acropolis Investment Management, LLC
DECREASED
Shares13,564 from 13,756
Change-192 (-1%)
Value$4.9M (+$154.3K)
Filed 2026-10-08
Cohen Investment Advisors LLC
DECREASED
Shares13,523 from 14,226
Change-703 (-5%)
Value$4.9M (-$21.6K)
Filed 2026-10-20
Busey Bank
DECREASED
Shares13,516 from 13,966
Change-450 (-3%)
Value$4.9M (+$65.1K)
Filed 2026-10-26
Clear Creek Financial Management, LLC
DECREASED
Shares13,516 from 13,625
Change-109 (-1%)
Value$4.9M (+$182.3K)
Filed 2026-10-28
Avior Wealth Management, LLC
DECREASED
Shares13,500 from 14,520
Change-1,020 (-7%)
Value$4.9M (-$130.7K)
Filed 2026-10-13
Argentarii, LLC
DECREASED
Shares13,443 from 13,473
Change-30 (0%)
Value$4.8M (-$57.8K)
Filed 2026-10-28
S.E.E.D. Planning Group LLC
DECREASED
Shares13,374 from 14,005
Change-631 (-5%)
Value$4.8M (+$427)
Filed 2026-10-07
Thrive Capital Management, LLC
DECREASED
Shares13,334 from 14,233
Change-899 (-6%)
Value$4.8M (-$91.8K)
Filed 2026-10-28
Stenger Family Office, LLC
INCREASED
Shares13,320 from 12,287
Change+1,033 (+8%)
Value$5.3M (+$1.1M)
Filed 2026-10-22
CFC Planning Co LLC
INCREASED
Shares13,305 from 11,698
Change+1,607 (+14%)
Value$4.8M (+$767.8K)
Filed 2026-10-28
Indivisible Partners
INCREASED
Shares13,297 from 10,761
Change+2,536 (+24%)
Value$4.8M (+$1.1M)
Filed 2026-10-26
Katamaran Capital LLP
DECREASED
Shares13,269 from 35,777
Change-22,508 (-63%)
Value$4.8M (-$7.5M)
Filed 2026-10-27
Lynch Asset Management, Inc.
UNCHANGED
Shares13,250 from 13,250
Change0 (0%)
Value$4.8M (+$215.2K)
Filed 2026-10-28
Midwest Professional Planners, Ltd.
INCREASED
Shares13,242 from 13,142
Change+100 (+1%)
Value$4.8M (+$249.5K)
Filed 2026-10-29
Aries Wealth Management
INCREASED
Shares13,130 from 13,021
Change+109 (+1%)
Value$4.7M (+$250.6K)
Filed 2026-10-23
Associated Banc-Corp
DECREASED
Shares13,107 from 14,427
Change-1,320 (-9%)
Value$4.7M (-$240.0K)
Filed 2026-10-30
Cornerstone Wealth Management, LLC
INCREASED
Shares13,081 from 12,809
Change+272 (+2%)
Value$4.7M (+$305.9K)
Filed 2026-11-04
J.Safra Asset Management Corp
INCREASED
Shares13,029 from 12,148
Change+881 (+7%)
Value$4.7M (+$513.8K)
Filed 2026-11-03
VCI Wealth Management LLC
INCREASED
Shares12,970 from 12,741
Change+229 (+2%)
Value$4.7M (+$289.2K)
Filed 2026-10-29
Louisbourg Investments Inc.
INCREASED
Shares12,961 from 12,869
Change+92 (+1%)
Value$3.6M (+$196.4K)
Filed 2026-10-20
Tilia Fiduciary Partners, Inc.
INCREASED
Shares12,951 from 12,816
Change+135 (+1%)
Value$4.7M (+$256.4K)
Filed 2026-10-09
Oxler Private Wealth LLC
DECREASED
Shares12,941 from 13,012
Change-71 (-1%)
Value$4.7M (+$185.9K)
Filed 2026-10-21
Strong Retirement Solutions LLC
DECREASED
Shares12,924 from 13,524
Change-600 (-4%)
Value$4.6M (+$4.0K)
Filed 2026-10-07
Weaver Capital Management LLC
INCREASED
Shares12,827 from 12,628
Change+199 (+2%)
Value$4.6M (+$792.2K)
Filed 2026-10-15
Excalibur Management Corp
INCREASED
Shares12,780 from 12,753
Change+27 (+0%)
Value$4.6M (+$217.2K)
Filed 2026-11-02
PDS Planning, Inc
INCREASED
Shares12,756 from 12,513
Change+243 (+2%)
Value$4.6M (+$290.4K)
Filed 2026-11-03
Wolff Wiese Magana LLC
DECREASED
Shares12,743 from 12,786
Change-43 (0%)
Value$4.6M (+$192.3K)
Filed 2026-10-15
Quadcap Wealth Management, LLC
DECREASED
Shares12,690 from 12,986
Change-296 (-2%)
Value$4.6M (+$104.5K)
Filed 2026-11-02
Nvwm, LLC
DECREASED
Shares12,655 from 12,660
Change-5 (0%)
Value$4.5M (+$203.8K)
Filed 2026-10-14
Wesbanco Bank Inc
DECREASED
Shares12,632 from 17,039
Change-4,407 (-26%)
Value$4.5M (-$1.3M)
Filed 2026-11-04
Bank of Stockton
DECREASED
Shares12,533 from 12,961
Change-428 (-3%)
Value$4.5M (+$56.7K)
Filed 2026-10-20
First National Bank Sioux Falls
DECREASED
Shares12,529 from 12,642
Change-113 (-1%)
Value$4.5M (+$518.6K)
Filed 2026-10-13
Arrow Financial Corp
DECREASED
Shares12,385 from 13,478
Change-1,093 (-8%)
Value$4.5M (-$173.9K)
Filed 2026-10-26
Glass Wealth Management Co LLC
INCREASED
Shares12,293 from 11,481
Change+812 (+7%)
Value$4.4M (+$478.2K)
Filed 2026-10-28
Central Pacific Bank - Trust Division
DECREASED
Shares12,243 from 12,604
Change-361 (-3%)
Value$4.4M (+$75.0K)
Filed 2026-10-06
Lake Street Private Wealth, LLC
DECREASED
Shares12,223 from 12,354
Change-131 (-1%)
Value$4.4M (+$153.4K)
Filed 2026-10-22
Milestone Asset Management, LLC
INCREASED
Shares12,176 from 11,378
Change+798 (+7%)
Value$4.4M (+$471.7K)
Filed 2026-10-15
Blue Trust, Inc.
DECREASED
Shares12,174 from 12,713
Change-539 (-4%)
Value$4.4M (+$12.8K)
Filed 2026-10-15
Relyea Zuckerberg Hanson LLC
DECREASED
Shares12,171 from 13,525
Change-1,354 (-10%)
Value$4.4M (-$266.9K)
Filed 2026-10-20
Capital Advisors Wealth Management, LLC
INCREASED
Shares12,158 from 12,062
Change+96 (+1%)
Value$4.4M (+$230.4K)
Filed 2026-10-09
Global Wealth Strategies & Associates
INCREASED
Shares12,151 from 11,682
Change+469 (+4%)
Value$4.4M (+$358.2K)
Filed 2026-10-02
Radnor Capital Management, LLC
INCREASED
Shares12,141 from 11,829
Change+312 (+3%)
Value$4.4M (+$304.2K)
Filed 2026-10-23
Doliver Advisors, LP
DECREASED
Shares12,107 from 12,195
Change-88 (-1%)
Value$4.4M (+$166.4K)
Filed 2026-10-01
Wespac Advisors SoCal, LLC
DECREASED
Shares12,082 from 12,218
Change-136 (-1%)
Value$4.3M (+$149.8K)
Filed 2026-10-13
Shaker Investments LLC
NEW
Shares12,079
Change+12,079
Value$4.3M
Filed 2026-11-05
Regatta Capital Group, LLC
INCREASED
Shares12,062 from 12,048
Change+14 (+0%)
Value$4.3M (+$200.5K)
Filed 2026-10-23
Cordatus Wealth Management LLC
DECREASED
Shares12,061 from 12,376
Change-315 (-3%)
Value$4.3M (+$87.8K)
Filed 2026-10-19
Columbia Bank
INCREASED
Shares12,007 from 11,139
Change+868 (+8%)
Value$4.3M (+$492.8K)
Filed 2026-10-29
SJS Investment Consulting Inc.
INCREASED
Shares11,993 from 11,046
Change+947 (+9%)
Value$4.3M (+$519.6K)
Filed 2026-10-26
Farmers & Merchants Trust Co of Chambersburg PA
DECREASED
Shares11,979 from 12,562
Change-583 (-5%)
Value$4.3K (-$4.3M)
Filed 2026-10-14
Bell Asset Management Ltd
DECREASED
Shares11,932 from 26,226
Change-14,294 (-54%)
Value$4.3M (-$4.7M)
Filed 2026-10-08
Brown Miller Wealth Management, LLC
DECREASED
Shares11,911 from 11,930
Change-19 (0%)
Value$4.3M (+$187.0K)
Filed 2026-11-02
Martin Capital Advisors, LLP
DECREASED
Shares11,901 from 11,909
Change-8 (0%)
Value$4.3M (+$190.5K)
Filed 2026-10-15
Compton Wealth Advisory Group, LLC
INCREASED
Shares11,867 from 11,498
Change+369 (+3%)
Value$4.3M (+$233.7K)
Filed 2026-10-13
Corbyn Investment Management Inc
DECREASED
Shares11,859 from 12,258
Change-399 (-3%)
Value$4.3M (+$55.7K)
Filed 2026-10-30
Alta Advisers Ltd
INCREASED
Shares11,798 from 6,632
Change+5,166 (+78%)
Value$4.2M (+$2.0M)
Filed 2026-11-02
Formidable Asset Management, LLC
DECREASED
Shares11,750 from 11,880
Change-130 (-1%)
Value$4.0M (+$440.6K)
Filed 2026-11-03
Roxbury Financial LLC
INCREASED
Shares11,681 from 11,108
Change+573 (+5%)
Value$4.2M (+$386.3K)
Filed 2026-10-01
Snider Financial Group
INCREASED
Shares11,671 from 11,522
Change+149 (+1%)
Value$4.2M (+$240.8K)
Filed 2026-10-16
Allen Operations LLC
UNCHANGED
Shares11,668 from 11,668
Change0 (0%)
Value$4.2M (+$189.5K)
Filed 2026-11-03
Duncker Streett & Co Inc
INCREASED
Shares11,657 from 11,649
Change+8 (+0%)
Value$4.2M (+$192.0K)
Filed 2026-10-27
Financial Advisory Partners, LLC
DECREASED
Shares11,646 from 11,775
Change-129 (-1%)
Value$4.2M (+$144.9K)
Filed 2026-10-23
Souders Financial Advisors
INCREASED
Shares11,636 from 10,624
Change+1,012 (+10%)
Value$4.2M (+$536.1K)
Filed 2026-11-03
Mattern Wealth Management LLC
INCREASED
Shares11,627 from 11,491
Change+136 (+1%)
Value$4.2M (+$235.5K)
Filed 2026-11-04
Scheeler Financial LLC
NEW
Shares11,595
Change+11,595
Value$4.2M
Filed 2026-10-13
ASK Capital Investment Managers, LLC
NEW
Shares11,573
Change+11,573
Value$4.2M
Filed 2026-10-14
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares11,454 from 11,282
Change+172 (+2%)
Value$4.1M (+$245.0K)
Filed 2026-10-27
RMR Wealth Builders
DECREASED
Shares11,436 from 13,850
Change-2,414 (-17%)
Value$4.1M (-$642.5K)
Filed 2026-10-22
Concord Wealth Partners
DECREASED
Shares11,397 from 11,623
Change-226 (-2%)
Value$4.1M (+$107.4K)
Filed 2026-11-02
AK Global Asset Management, LLC
UNCHANGED
Shares11,350 from 11,350
Change0 (0%)
Value$4.1M (+$184.3K)
Filed 2026-10-27
HF Advisory Group, LLC
DECREASED
Shares11,339 from 11,433
Change-94 (-1%)
Value$4.1M (+$151.7K)
Filed 2026-10-09
Nicholas Hoffman & Company, Llc.
INCREASED
Shares11,337 from 11,203
Change+134 (+1%)
Value$4.1M (+$230.2K)
Filed 2026-10-30
Koa Wealth Management, LLC
DECREASED
Shares11,296 from 11,528
Change-232 (-2%)
Value$4.1M (+$103.9K)
Filed 2026-10-14
Gables Capital Management Inc.
UNCHANGED
Shares11,290 from 11,290
Change0 (0%)
Value$4.1M (+$183.4K)
Filed 2026-11-04
United Asset Strategies, Inc.
DECREASED
Shares11,287 from 13,363
Change-2,076 (-16%)
Value$4.1M (-$529.0K)
Filed 2026-10-28
Elevation Point Wealth Partners, LLC
DECREASED
Shares11,279 from 41,866
Change-30,587 (-73%)
Value$4.1M (-$10.3M)
Filed 2026-11-05
Perpetual Ltd
DECREASED
Shares11,260 from 12,269
Change-1,009 (-8%)
Value$4.0M (-$163.3K)
Filed 2026-10-13
Mystic Asset Management, Inc.
DECREASED
Shares11,255 from 11,284
Change-29 (0%)
Value$4.0M (+$172.9K)
Filed 2026-10-15
Arjuna Capital
INCREASED
Shares11,243 from 11,238
Change+5 (+0%)
Value$4.0M (+$184.3K)
Filed 2026-11-03
Keudell ison Wealth Management
DECREASED
Shares11,121 from 11,238
Change-117 (-1%)
Value$4.0M (+$140.6K)
Filed 2026-10-16
Avantax Planning Partners, Inc.
DECREASED
Shares11,101 from 12,585
Change-1,484 (-12%)
Value$4.0M (-$328.9K)
Filed 2026-11-03
Joel Isaacson & Co., LLC
INCREASED
Shares11,094 from 10,799
Change+295 (+3%)
Value$4.0M (+$281.4K)
Filed 2026-11-05
180 Wealth Advisors, LLC
DECREASED
Shares11,087 from 11,257
Change-170 (-2%)
Value$4.0M (+$121.7K)
Filed 2026-11-03
Focus Financial Network, Inc.
INCREASED
Shares11,078 from 10,961
Change+117 (+1%)
Value$4.0M (+$220.2K)
Filed 2026-10-14
Sterling Investment Counsel, LLC
DECREASED
Shares11,072 from 11,359
Change-287 (-3%)
Value$4.0M (+$81.3K)
Filed 2026-10-19
Gallagher Capital Advisors, LLC
DECREASED
Shares11,049 from 11,061
Change-12 (0%)
Value$4.0M (+$175.1K)
Filed 2026-10-09
GF Fund Management Co. Ltd.
UNCHANGED
Shares11,018 from 11,018
Change0 (0%)
Value$4.0M (+$178.9K)
Filed 2026-10-26
Visionary Wealth Advisors
DECREASED
Shares10,987 from 11,093
Change-106 (-1%)
Value$3.9M (+$142.2K)
Filed 2026-11-04
Gilliland Jeter Wealth Management LLC
DECREASED
Shares10,980 from 11,075
Change-95 (-1%)
Value$3.9M (+$145.8K)
Filed 2026-10-28
Focused Alpha, LLC
INCREASED
Shares10,971 from 10,621
Change+350 (+3%)
Value$3.9M (+$298.3K)
Filed 2026-10-20
DDD Partners, LLC
INCREASED
Shares10,929 from 5,962
Change+4,967 (+83%)
Value$3.9M (+$1.9M)
Filed 2026-11-02
Baker Tilly Wealth Management, LLC
DECREASED
Shares10,793 from 10,956
Change-163 (-1%)
Value$3.9M (+$119.4K)
Filed 2026-10-05
Supplemental Annuity Collective Trust of NJ
INCREASED
Shares10,782 from 10,645
Change+137 (+1%)
Value$3.9M (+$222.1K)
Filed 2026-11-02
Castle Rock Wealth Management, LLC
DECREASED
Shares10,686 from 11,467
Change-781 (-7%)
Value$4.0M (-$65.3K)
Filed 2026-10-09
Revolve Wealth Partners, LLC
DECREASED
Shares10,667 from 11,556
Change-889 (-8%)
Value$3.8M (-$131.9K)
Filed 2026-10-23
South Shore Capital Advisors
DECREASED
Shares10,588 from 10,824
Change-236 (-2%)
Value$3.8M (+$90.8K)
Filed 2026-10-20
Fairfield Financial Advisors, LTD
DECREASED
Shares10,579 from 11,367
Change-788 (-7%)
Value$3.8M (-$98.5K)
Filed 2026-10-14
Impact Capital Partners LLC
DECREASED
Shares10,568 from 10,770
Change-202 (-2%)
Value$3.8M (+$102.3K)
Filed 2026-10-22
Cornerstone Planning, LLC
INCREASED
Shares10,501 from 10,452
Change+49 (+0%)
Value$3.7M (+$64.2K)
Filed 2026-10-27
Lindsell Train Ltd
UNCHANGED
Shares10,500 from 10,500
Change0 (0%)
Value$3.8M (+$170.5K)
Filed 2026-11-02
Solstein Capital, LLC
UNCHANGED
Shares10,477 from 10,477
Change0 (0%)
Value$3.8M (+$170.1K)
Filed 2026-11-02
R2 Capital Strategies, LLC
DECREASED
Shares10,456 from 10,481
Change-25 (0%)
Value$3.8M (+$161.2K)
Filed 2026-10-15
United Advisor Group, LLC
INCREASED
Shares10,441 from 9,143
Change+1,298 (+14%)
Value$3.8M (+$614.8K)
Filed 2026-11-03
StoneX Group Inc.
DECREASED
Shares10,419 from 11,966
Change-1,547 (-13%)
Value$3.7M (-$355.4K)
Filed 2026-11-03
Wealth Alliance Advisory Group, LLC
INCREASED
Shares10,408 from 7,124
Change+3,284 (+46%)
Value$3.7M (+$1.3M)
Filed 2026-10-14
Clark Asset Management, LLC
DECREASED
Shares10,393 from 10,563
Change-170 (-2%)
Value$3.7M (+$110.6K)
Filed 2026-10-19
Towne Trust Company, N.a
INCREASED
Shares10,366 from 10,273
Change+93 (+1%)
Value$3.7M (+$200.3K)
Filed 2026-10-28
Richwood Investment Advisors, LLC
INCREASED
Shares10,358 from 10,231
Change+127 (+1%)
Value$3.7M (+$212.1K)
Filed 2026-10-30
Winthrop Advisory Group LLC
INCREASED
Shares10,312 from 10,289
Change+23 (+0%)
Value$3.7M (+$175.1K)
Filed 2026-10-22
AGP Franklin, LLC
INCREASED
Shares10,295 from 10,041
Change+254 (+3%)
Value$3.7M (+$254.3K)
Filed 2026-11-04
St. Louis Financial Planners Asset Management, LLC
INCREASED
Shares10,280 from 10,176
Change+104 (+1%)
Value$3.9M (+$176.1K)
Filed 2026-10-16
Sowa Financial Group, Inc.
DECREASED
Shares10,260 from 10,953
Change-693 (-6%)
Value$3.7K (-$3.8M)
Filed 2026-10-26
Philadelphia Trust Co
DECREASED
Shares10,258 from 15,494
Change-5,236 (-34%)
Value$3.7K (-$5.3M)
Filed 2026-11-05
BAR Harbor Wealth Management
DECREASED
Shares10,210 from 10,296
Change-86 (-1%)
Value$3.7M (+$136.3K)
Filed 2026-10-21
Summit Place Financial Advisors, LLC
DECREASED
Shares10,177 from 11,063
Change-886 (-8%)
Value$3.7M (-$138.7K)
Filed 2026-10-23
Kestra Investment Management, LLC
INCREASED
Shares10,173 from 7,568
Change+2,605 (+34%)
Value$3.7M (+$1.1M)
Filed 2026-11-04
MSH Capital Advisors LLC
INCREASED
Shares10,153 from 9,625
Change+528 (+5%)
Value$3.6M (+$346.4K)
Filed 2026-11-03
Lynx Capital Group LTD
DECREASED
Shares10,135 from 10,138
Change-3 (0%)
Value$3.6M (+$163.2K)
Filed 2026-11-04
Heck Capital Advisors, LLC
INCREASED
Shares10,047 from 1,901
Change+8,146 (+429%)
Value$3.6M (+$3.0M)
Filed 2026-10-14
Boomfish Wealth Group, LLC
INCREASED
Shares10,028 from 9,937
Change+91 (+1%)
Value$3.6M (+$194.1K)
Filed 2026-10-22
Scott & Selber, Inc.
DECREASED
Shares10,009 from 10,020
Change-11 (0%)
Value$3.6M (+$158.8K)
Filed 2026-10-21
Facet Wealth, Inc.
INCREASED
Shares10,004 from 7,064
Change+2,940 (+42%)
Value$3.6M (+$1.2M)
Filed 2026-11-04
Roof Eidam Maycock Peralta, LLC
INCREASED
Shares9,943 from 9,795
Change+148 (+2%)
Value$3.6M (+$211.9K)
Filed 2026-10-15
Patton Albertson Miller Group, LLC
INCREASED
Shares9,939 from 9,540
Change+399 (+4%)
Value$3.6M (+$298.0K)
Filed 2026-10-26
Meridian Financial Partners LLC
DECREASED
Shares9,874 from 9,910
Change-36 (0%)
Value$3.9M (+$427.8K)
Filed 2026-10-23
Texas Bank & Trust Co
DECREASED
Shares9,839 from 9,937
Change-98 (-1%)
Value$3.5M (+$126.2K)
Filed 2026-11-04
Triangle Securities Wealth Management
DECREASED
Shares9,827 from 10,002
Change-175 (-2%)
Value$3.5M (+$99.6K)
Filed 2026-10-14
Legal Advantage Investments, Inc.
INCREASED
Shares9,800 from 6,800
Change+3,000 (+44%)
Value$3.5M (+$1.2M)
Filed 2026-10-13
Inscription Capital, LLC
DECREASED
Shares9,774 from 14,410
Change-4,636 (-32%)
Value$3.5M (-$1.4M)
Filed 2026-11-02
Ameliora Wealth Management Ltd.
DECREASED
Shares9,773 from 10,604
Change-831 (-8%)
Value$3.5M (-$126.4K)
Filed 2026-10-23
EPG Wealth Management LLC
INCREASED
Shares9,736 from 8,543
Change+1,193 (+14%)
Value$3.5M (+$567.2K)
Filed 2026-11-03
Crusonia Wealth Advisors LLC
DECREASED
Shares9,728 from 9,779
Change-51 (-1%)
Value$3.5M (+$140.5K)
Filed 2026-10-26
Accurate Wealth Management, LLC
INCREASED
Shares9,721 from 8,648
Change+1,073 (+12%)
Value$3.8M (+$829.7K)
Filed 2026-10-20
Advisory Solutions Group, LLC
INCREASED
Shares9,713 from 8,531
Change+1,182 (+14%)
Value$3.5M (+$563.3K)
Filed 2026-10-14
Alpha Omega Wealth Management LLC
UNCHANGED
Shares9,705 from 9,705
Change0 (0%)
Value$3.5M (+$157.6K)
Filed 2026-10-23
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
INCREASED
Shares9,700 from 9,569
Change+131 (+1%)
Value$3.5M (+$202.5K)
Filed 2026-10-21
Waldron Private Wealth LLC
INCREASED
Shares9,668 from 9,396
Change+272 (+3%)
Value$3.5M (+$250.3K)
Filed 2026-11-02
Syntegra Private Wealth Group, LLC
DECREASED
Shares9,639 from 9,723
Change-84 (-1%)
Value$3.5M (+$127.5K)
Filed 2026-10-13
Summit Global Investments
INCREASED
Shares9,612 from 5,042
Change+4,570 (+91%)
Value$3.5K (-$1.7M)
Filed 2026-10-28
Stableford Capital II LLC
DECREASED
Shares9,561 from 9,831
Change-270 (-3%)
Value$3.4M (+$62.6K)
Filed 2026-10-09
Malaga Cove Capital, LLC
INCREASED
Shares9,538 from 9,525
Change+13 (+0%)
Value$3.4M (+$159.4K)
Filed 2026-10-23
Ellsworth Advisors, LLC
INCREASED
Shares9,490 from 9,344
Change+146 (+2%)
Value$3.4M (+$91.4K)
Filed 2026-10-15
Global Trust Asset Management, LLC
INCREASED
Shares9,457 from 9,332
Change+125 (+1%)
Value$3.4M (+$196.4K)
Filed 2026-10-19
Concord Asset Management, LLC
INCREASED
Shares9,451 from 9,071
Change+380 (+4%)
Value$3.4M (+$284.0K)
Filed 2026-11-02
TBH Global Asset Management, LLC
INCREASED
Shares9,429 from 8,758
Change+671 (+8%)
Value$3.4M (+$383.2K)
Filed 2026-11-03
Applied Capital LLC
INCREASED
Shares9,428 from 9,392
Change+36 (+0%)
Value$3.4M (+$165.5K)
Filed 2026-10-07
Sanders Morris Harris LLC
NEW
Shares9,402
Change+9,402
Value$3.4M
Filed 2026-10-14
Naples Global Advisors, LLC
INCREASED
Shares9,400 from 9,313
Change+87 (+1%)
Value$3.4M (+$182.5K)
Filed 2026-11-05
Fiduciary Family Office, LLC
INCREASED
Shares9,348 from 9,179
Change+169 (+2%)
Value$3.4M (+$209.7K)
Filed 2026-11-04
SAX Wealth Advisors, LLC
INCREASED
Shares9,328 from 6,323
Change+3,005 (+48%)
Value$3.4M (+$1.4M)
Filed 2026-10-13
Tobam
DECREASED
Shares9,328 from 10,318
Change-990 (-10%)
Value$3.4K (-$3.5M)
Filed 2026-11-03
Accredited Investors Inc.
INCREASED
Shares9,288 from 8,322
Change+966 (+12%)
Value$3.3M (+$482.3K)
Filed 2026-11-03
Harfst & Associates, Inc.
INCREASED
Shares9,254 from 9,041
Change+213 (+2%)
Value$3.3M (+$223.6K)
Filed 2026-10-20
Raab & Moskowitz Asset Management LLC
DECREASED
Shares9,238 from 9,564
Change-326 (-3%)
Value$3.3M (+$38.2K)
Filed 2026-11-02
DeDora Capital, Inc.
DECREASED
Shares9,231 from 9,317
Change-86 (-1%)
Value$3.3M (+$120.4K)
Filed 2026-10-26
Lederer & Associates Investment Counsel
DECREASED
Shares9,216 from 9,527
Change-311 (-3%)
Value$3.3K (+$43)
Filed 2026-10-23
Altura Wealth Advisors Inc.
INCREASED
Shares9,182 from 8,499
Change+683 (+8%)
Value$3.3M (+$383.6K)
Filed 2026-10-22
Beacon Financial Advisory LLC
INCREASED
Shares9,181 from 9,159
Change+22 (+0%)
Value$3.3M (+$156.6K)
Filed 2026-10-16
Chemung Canal Trust Co
DECREASED
Shares9,167 from 9,604
Change-437 (-5%)
Value$3.3M (-$1.1K)
Filed 2026-11-04
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares9,147 from 8,557
Change+590 (+7%)
Value$3.3M (+$350.8K)
Filed 2026-10-29
SS&H Financial Advisors, Inc.
UNCHANGED
Shares9,146 from 9,146
Change0 (0%)
Value$3.3K (-$3.1M)
Filed 2026-10-28
Schear Investment Advisers, LLC
DECREASED
Shares9,143 from 10,107
Change-964 (-10%)
Value$3.3M (-$182.3K)
Filed 2026-10-14
Tempo Wealth, LLC
INCREASED
Shares9,143 from 8,388
Change+755 (+9%)
Value$3.3M (+$407.6K)
Filed 2026-10-14
Flavin Financial Services, Inc.
DECREASED
Shares9,134 from 9,223
Change-89 (-1%)
Value$3.3M (+$117.7K)
Filed 2026-10-21
Mirabaud & Cie SA
DECREASED
Shares9,101 from 9,391
Change-290 (-3%)
Value$3.3M (+$48.3K)
Filed 2026-10-27
Warm Springs Advisors Inc.
INCREASED
Shares9,031 from 8,996
Change+35 (+0%)
Value$3.2M (+$158.7K)
Filed 2026-10-28
Klingman & Associates, LLC
INCREASED
Shares9,012 from 8,812
Change+200 (+2%)
Value$3.2M (+$215.0K)
Filed 2026-10-20
Fogel Capital Management, Inc.
INCREASED
Shares9,005 from 8,492
Change+513 (+6%)
Value$3.2M (+$322.3K)
Filed 2026-11-04
Brown, Lisle Ings, Inc.
DECREASED
Shares8,951 from 9,024
Change-73 (-1%)
Value$3.2M (+$120.3K)
Filed 2026-10-16
Tred Avon Family Wealth, LLC
INCREASED
Shares8,948 from 8,929
Change+19 (+0%)
Value$3.2M (+$151.8K)
Filed 2026-10-20
Tranquility Partners, LLC
DECREASED
Shares8,924 from 9,040
Change-116 (-1%)
Value$3.2M (+$105.1K)
Filed 2026-10-20
Vista Investment Partners II, LLC
INCREASED
Shares8,900 from 8,623
Change+277 (+3%)
Value$3.2M (+$239.6K)
Filed 2026-10-15
Evermay Wealth Management LLC
INCREASED
Shares8,873 from 8,240
Change+633 (+8%)
Value$3.2M (+$361.3K)
Filed 2026-11-05
Pacific Capital Partners Ltd
UNCHANGED
Shares8,820 from 8,820
Change0 (0%)
Value$3.2M (+$143.2K)
Filed 2026-10-28
Nichols & Pratt Advisers LLP
INCREASED
Shares8,787 from 8,767
Change+20 (+0%)
Value$3.2M (+$154.1K)
Filed 2026-10-13
HBW Advisory Services LLC
DECREASED
Shares8,776 from 11,288
Change-2,512 (-22%)
Value$3.2M (-$719.3K)
Filed 2026-10-15
Colton Groome Financial Advisors, LLC
DECREASED
Shares8,748 from 8,963
Change-215 (-2%)
Value$3.1M (+$68.3K)
Filed 2026-10-06
Novem Group
DECREASED
Shares8,724 from 8,736
Change-12 (0%)
Value$3.1M (+$137.4K)
Filed 2026-10-19
S.A. Mason LLC
INCREASED
Shares8,702 from 8,156
Change+546 (+7%)
Value$3.1M (+$328.6K)
Filed 2026-10-13
Canopy Partners, LLC
INCREASED
Shares8,641 from 8,559
Change+82 (+1%)
Value$3.1M (+$168.5K)
Filed 2026-10-28
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares8,634 from 9,029
Change-395 (-4%)
Value$3.1M (+$4.8K)
Filed 2026-10-13
GLR Partners, LLC
DECREASED
Shares8,613 from 8,728
Change-115 (-1%)
Value$3.1M (+$100.4K)
Filed 2026-11-04
Oakworth Capital, Inc.
DECREASED
Shares8,589 from 8,625
Change-36 (0%)
Value$3.1M (+$113.1K)
Filed 2026-10-26
Washburn Capital Management, Inc.
INCREASED
Shares8,588 from 8,504
Change+84 (+1%)
Value$3.1M (+$168.4K)
Filed 2026-10-19
Kingsman Wealth Management, Inc.
INCREASED
Shares8,582 from 1,900
Change+6,682 (+352%)
Value$3.1M (+$2.4M)
Filed 2026-10-13
Lineweaver Wealth Advisors, LLC
DECREASED
Shares8,568 from 9,451
Change-883 (-9%)
Value$3.1M (-$163.8K)
Filed 2026-10-13
Sander Capital Advisors Inc
INCREASED
Shares8,556 from 8,555
Change+1 (+0%)
Value$3.1K (+$139)
Filed 2026-10-20
Pinnacle Bancorp, Inc.
DECREASED
Shares8,547 from 13,128
Change-4,581 (-35%)
Value$3.1M (-$1.4M)
Filed 2026-10-21
Abundance Wealth Counselors
DECREASED
Shares8,546 from 8,709
Change-163 (-2%)
Value$3.1M (+$82.9K)
Filed 2026-10-26
Koshinski Asset Management, Inc.
INCREASED
Shares8,534 from 8,459
Change+75 (+1%)
Value$3.1M (+$164.3K)
Filed 2026-10-29
Tcfg Investment Advisors, LLC
DECREASED
Shares8,516 from 8,860
Change-344 (-4%)
Value$3.1M (+$19.2K)
Filed 2026-10-20
Compass Ion Advisors, LLC
DECREASED
Shares8,502 from 8,553
Change-51 (-1%)
Value$3.1M (+$120.6K)
Filed 2026-10-23
Paragon Private Wealth Management, LLC
DECREASED
Shares8,464 from 10,358
Change-1,894 (-18%)
Value$3.0M (-$512.4K)
Filed 2026-10-20
First Affirmative Financial Network
NEW
Shares8,448
Change+8,448
Value$3.0M
Filed 2026-10-21
Churchill Financial Advisors, LLC
DECREASED
Shares8,444 from 8,844
Change-400 (-5%)
Value$3.0M (-$105)
Filed 2026-10-20
Dudley Capital Management, LLC
UNCHANGED
Shares8,442 from 8,442
Change0 (0%)
Value$3.0M (+$137.1K)
Filed 2026-10-23
Cox Capital Mgt LLC
INCREASED
Shares8,436 from 8,427
Change+9 (+0%)
Value$3.0M (+$140.1K)
Filed 2026-10-07
Gen-Wealth Partners Inc
INCREASED
Shares8,433 from 8,409
Change+24 (+0%)
Value$3.0M (+$145.2K)
Filed 2026-11-04
PFW Advisors LLC
INCREASED
Shares8,402 from 8,365
Change+37 (+0%)
Value$3.0M (+$149.1K)
Filed 2026-10-07
Arthur M. Cohen & Associates, LLC
UNCHANGED
Shares8,393 from 8,393
Change0 (0%)
Value$3.0M (+$136.3K)
Filed 2026-10-26
Stiles Financial Services Inc
DECREASED
Shares8,343 from 8,476
Change-133 (-2%)
Value$3.0M (+$89.9K)
Filed 2026-10-30
Advisor OS, LLC
DECREASED
Shares8,317 from 10,533
Change-2,216 (-21%)
Value$3.0M (-$625.4K)
Filed 2026-11-03
Integral Investment Advisors, Inc.
UNCHANGED
Shares8,298 from 8,298
Change0 (0%)
Value$3.0M (+$134.9K)
Filed 2026-11-03
Teamwork Financial Advisors, LLC
DECREASED
Shares8,285 from 23,900
Change-15,615 (-65%)
Value$3.0M (-$5.2M)
Filed 2026-10-19
Prudent Man Advisors, LLC
DECREASED
Shares8,271 from 8,477
Change-206 (-2%)
Value$3.0M (+$63.6K)
Filed 2026-11-03
TSG Advice Partners, LLC
NEW
Shares8,254
Change+8,254
Value$2.8M
Filed 2026-10-29
Argonautica Private Wealth Management, Inc
INCREASED
Shares8,246 from 8,214
Change+32 (+0%)
Value$3.0M (+$144.9K)
Filed 2026-11-02
Bluedoor Private Wealth, LLC
DECREASED
Shares8,245 from 8,356
Change-111 (-1%)
Value$3.0M (+$97.4K)
Filed 2026-11-05
Romano Brothers and Company
DECREASED
Shares8,238 from 8,279
Change-41 (0%)
Value$3.0M (+$119.7K)
Filed 2026-10-22
Selective Wealth Management, Inc.
INCREASED
Shares8,228 from 8,037
Change+191 (+2%)
Value$3.3M (+$407.5K)
Filed 2026-10-16
Quadrant Private Wealth Management, LLC
DECREASED
Shares8,222 from 8,291
Change-69 (-1%)
Value$3.0M (+$109.7K)
Filed 2026-11-04
Sage Investment Counsel LLC
INCREASED
Shares8,153 from 8,028
Change+125 (+2%)
Value$2.9M (+$175.3K)
Filed 2026-10-26
Peak Financial Advisors LLC
INCREASED
Shares8,104 from 7,854
Change+250 (+3%)
Value$2.9M (+$217.4K)
Filed 2026-10-28
Thrive Wealth Management, LLC
DECREASED
Shares8,102 from 8,230
Change-128 (-2%)
Value$2.9M (+$87.7K)
Filed 2026-10-13
Retirement Planning Co of New England, Inc.
DECREASED
Shares8,098 from 8,262
Change-164 (-2%)
Value$2.9M (+$75.3K)
Filed 2026-10-15
Interchange Capital Partners, LLC
DECREASED
Shares8,087 from 8,230
Change-143 (-2%)
Value$2.9M (+$84.8K)
Filed 2026-10-28
Terra Nova Asset Management LLC
INCREASED
Shares8,064 from 7,997
Change+67 (+1%)
Value$2.9M (+$153.6K)
Filed 2026-10-13
RFG - Bristol Wealth Advisors, LLC
DECREASED
Shares8,012 from 8,101
Change-89 (-1%)
Value$2.9M (+$99.6K)
Filed 2026-10-09
Verus Capital Partners, LLC
DECREASED
Shares7,990 from 8,010
Change-20 (0%)
Value$2.9M (+$123.2K)
Filed 2026-11-03
Unique Wealth Strategies, LLC
UNCHANGED
Shares7,984 from 7,984
Change0 (0%)
Value$2.7M ($0)
Filed 2026-10-13
BIP Wealth, LLC
INCREASED
Shares7,975 from 6,308
Change+1,667 (+26%)
Value$2.9M (+$701.5K)
Filed 2026-10-22
Sun Group Wealth Partners
DECREASED
Shares7,973 from 8,043
Change-70 (-1%)
Value$2.9M (+$105.1K)
Filed 2026-10-26
Cypress Capital, LLC
INCREASED
Shares7,971 from 7,842
Change+129 (+2%)
Value$2.9M (+$173.7K)
Filed 2026-10-20
Lynch & Associates
UNCHANGED
Shares7,948 from 7,948
Change0 (0%)
Value$2.9M (+$129.1K)
Filed 2026-10-13
Autumn Glory Partners, LLC
INCREASED
Shares7,941 from 7,935
Change+6 (+0%)
Value$2.9M (+$131.1K)
Filed 2026-10-26
Sovran Advisors, LLC
INCREASED
Shares7,908 from 7,797
Change+111 (+1%)
Value$3.2M (+$388.0K)
Filed 2026-11-02
Fairscale Capital, LLC
INCREASED
Shares7,901 from 7,856
Change+45 (+1%)
Value$3.3M (+$572.4K)
Filed 2026-11-04
Onyx Bridge Wealth Group LLC
INCREASED
Shares7,867 from 7,459
Change+408 (+5%)
Value$2.8M (+$267.7K)
Filed 2026-10-16
Sculati Wealth Management, LLC
INCREASED
Shares7,836 from 7,798
Change+38 (+0%)
Value$3.1M (+$254.3K)
Filed 2026-10-19
Valley Brook Capital Group, Inc.
UNCHANGED
Shares7,816 from 7,816
Change0 (0%)
Value$2.8M (+$127.1K)
Filed 2026-10-26
SkyOak Wealth, LLC
UNCHANGED
Shares7,765 from 7,765
Change0 (0%)
Value$2.8M (+$126.1K)
Filed 2026-10-28
Kennon-Green & Company, LLC
DECREASED
Shares7,756 from 9,263
Change-1,507 (-16%)
Value$2.8M (-$391.1K)
Filed 2026-10-05
Cookson Peirce & Co Inc
INCREASED
Shares7,756 from 6,581
Change+1,175 (+18%)
Value$2.8M (+$529.1K)
Filed 2026-10-30
Argus Investors' Counsel, Inc.
DECREASED
Shares7,755 from 7,810
Change-55 (-1%)
Value$2.8M (+$107.1K)
Filed 2026-10-09
Simon Quick Advisors, LLC
INCREASED
Shares7,735 from 3,120
Change+4,615 (+148%)
Value$2.8M (+$1.7M)
Filed 2026-10-26
Jm2 Capital Inc.
DECREASED
Shares7,644 from 7,649
Change-5 (0%)
Value$2.7M (+$122.3K)
Filed 2026-10-14
Brady Martz Wealth Solutions, LLC
INCREASED
Shares7,633 from 7,321
Change+312 (+4%)
Value$2.7M (+$231.0K)
Filed 2026-11-05
Dutch Asset Corp
DECREASED
Shares7,595 from 11,495
Change-3,900 (-34%)
Value$2.7M (-$1.2M)
Filed 2026-10-20
Lebenthal Global Advisors, LLC
INCREASED
Shares7,592 from 7,505
Change+87 (+1%)
Value$2.7M (+$153.0K)
Filed 2026-10-28
Jackson Square Capital, LLC
INCREASED
Shares7,587 from 7,553
Change+34 (+0%)
Value$2.7M (+$134.9K)
Filed 2026-10-19
Byrne Asset Management LLC
INCREASED
Shares7,544 from 7,331
Change+213 (+3%)
Value$2.7M (+$199.5K)
Filed 2026-10-06
AdvisorNet Financial, Inc
INCREASED
Shares7,534 from 7,196
Change+338 (+5%)
Value$2.9M (+$480.0K)
Filed 2026-10-15
Golden State Wealth Management, LLC
INCREASED
Shares7,518 from 7,479
Change+39 (+1%)
Value$2.7M (+$135.4K)
Filed 2026-11-02
Eads & Heald Wealth Management
DECREASED
Shares7,500 from 7,758
Change-258 (-3%)
Value$2.7M (+$33.3K)
Filed 2026-10-29
Strategy Asset Managers LLC
DECREASED
Shares7,497 from 7,522
Change-25 (0%)
Value$2.7M (+$113.1K)
Filed 2026-10-14
WT Wealth Management
DECREASED
Shares7,482 from 9,354
Change-1,872 (-20%)
Value$2.7M (-$520.8K)
Filed 2026-10-13
Barings LLC
INCREASED
Shares7,464 from 6,995
Change+469 (+7%)
Value$2.7M (+$282.1K)
Filed 2026-10-22
Aspen Investment Management Inc
INCREASED
Shares7,450 from 7,431
Change+19 (+0%)
Value$2.7K (+$127)
Filed 2026-11-05
Spirit of America Management Corp
UNCHANGED
Shares7,450 from 7,450
Change0 (0%)
Value$2.7M (+$121.0K)
Filed 2026-10-14
Orrstown Financial Services Inc
DECREASED
Shares7,445 from 7,487
Change-42 (-1%)
Value$2.7M (+$106.5K)
Filed 2026-10-14
Tempus Wealth Planning, LLC
INCREASED
Shares7,431 from 4,811
Change+2,620 (+54%)
Value$2.7M (+$1.0M)
Filed 2026-10-14
Childress Capital Advisors, LLC
INCREASED
Shares7,411 from 7,343
Change+68 (+1%)
Value$2.7M (+$143.7K)
Filed 2026-10-28
Marin Bay Wealth Advisors, LLC
INCREASED
Shares7,385 from 7,310
Change+75 (+1%)
Value$2.7M (+$145.7K)
Filed 2026-10-28
Zullo Investment Group, Inc.
INCREASED
Shares7,358 from 7,338
Change+20 (+0%)
Value$2.6M (+$126.4K)
Filed 2026-10-20
Triad Wealth Partners, LLC
INCREASED
Shares7,348 from 7,129
Change+219 (+3%)
Value$2.6M (+$33.5K)
Filed 2026-10-26
PW Nova Financial Services LLC
INCREASED
Shares7,345 from 5,297
Change+2,048 (+39%)
Value$2.6M (+$821.9K)
Filed 2026-10-15
Nordwand Advisors, LLC
DECREASED
Shares7,332 from 7,382
Change-50 (-1%)
Value$2.6M (+$101.9K)
Filed 2026-11-05
Titan Investment Management LLC
DECREASED
Shares7,320 from 7,839
Change-519 (-7%)
Value$2.6M (-$59.2K)
Filed 2026-10-22
Deseret Mutual Benefit Administrators
DECREASED
Shares7,319 from 7,368
Change-49 (-1%)
Value$2.6M (+$102.0K)
Filed 2026-11-04
Ticino Wealth
INCREASED
Shares7,301 from 7,050
Change+251 (+4%)
Value$2.6M (+$204.7K)
Filed 2026-10-13
Harvey Investment Co LLC
UNCHANGED
Shares7,299 from 7,299
Change0 (0%)
Value$2.6K (-$2.5M)
Filed 2026-10-20
MBL Wealth, LLC
INCREASED
Shares7,273 from 7,030
Change+243 (+3%)
Value$2.6M (+$201.5K)
Filed 2026-10-22
Davis Capital Management
DECREASED
Shares7,269 from 7,469
Change-200 (-3%)
Value$2.6M (+$49.4K)
Filed 2026-10-08
Claro Advisors Inc.
INCREASED
Shares7,264 from 6,689
Change+575 (+9%)
Value$2.6M (+$315.1K)
Filed 2026-11-02
Focus Wealth Advisors, LLC
DECREASED
Shares7,245 from 7,396
Change-151 (-2%)
Value$2.6M (+$65.7K)
Filed 2026-10-14
Altman Advisors, Inc.
DECREASED
Shares7,223 from 7,264
Change-41 (-1%)
Value$2.6M (+$103.3K)
Filed 2026-11-05
TenCore Partners, LP
DECREASED
Shares7,219 from 8,619
Change-1,400 (-16%)
Value$2.6M (-$363.1K)
Filed 2026-11-05
NBH Bank
INCREASED
Shares7,219 from 7,083
Change+136 (+2%)
Value$2.6M (+$163.9K)
Filed 2026-11-05
Whalen Wealth Management Inc.
INCREASED
Shares7,206 from 6,985
Change+221 (+3%)
Value$2.6M (+$192.8K)
Filed 2026-10-08
Stablepoint Partners, LLC
DECREASED
Shares7,206 from 7,264
Change-58 (-1%)
Value$2.6M (+$96.9K)
Filed 2026-11-03
DT Investment Partners, LLC
DECREASED
Shares7,198 from 7,216
Change-18 (0%)
Value$2.6M (+$110.7K)
Filed 2026-10-27
Generali Investments, Management Co LLC
INCREASED
Shares7,193 from 5,526
Change+1,667 (+30%)
Value$2.6M (+$688.7K)
Filed 2026-10-19
Crew Capital Management, Ltd
INCREASED
Shares7,162 from 7,103
Change+59 (+1%)
Value$2.6M (+$136.3K)
Filed 2026-10-28
Live Oak Investment Partners
INCREASED
Shares7,137 from 7,127
Change+10 (+0%)
Value$2.6M (+$119.3K)
Filed 2026-10-23
Elyxium Wealth, LLC
INCREASED
Shares7,136 from 6,906
Change+230 (+3%)
Value$2.6M (+$194.7K)
Filed 2026-10-27
Richards, Merrill & Peterson, Inc.
DECREASED
Shares7,113 from 7,147
Change-34 (0%)
Value$2.6M (+$104.0K)
Filed 2026-10-19
Ebert Capital Management Inc.
DECREASED
Shares7,102 from 7,173
Change-71 (-1%)
Value$2.6M (+$91.0K)
Filed 2026-10-08
Archer Investment Corp
INCREASED
Shares7,099 from 6,685
Change+414 (+6%)
Value$2.6M (+$257.4K)
Filed 2026-11-05
Adelphi Trust Co
DECREASED
Shares7,097 from 7,737
Change-640 (-8%)
Value$2.6M (-$104.3K)
Filed 2026-10-05
Patrick M Sweeney & Associates, Inc
INCREASED
Shares7,092 from 7,079
Change+13 (+0%)
Value$2.5M (+$119.7K)
Filed 2026-10-22
Northstar Asset Management Co
DECREASED
Shares7,091 from 7,107
Change-16 (0%)
Value$2.9M (+$363.8K)
Filed 2026-10-22
Canandaigua National Bank & Trust Co
INCREASED
Shares7,076 from 6,376
Change+700 (+11%)
Value$2.5M (+$355.1K)
Filed 2026-10-07
Caliber Wealth Management, LLC / KS
DECREASED
Shares7,073 from 7,459
Change-386 (-5%)
Value$2.5M (-$17.7K)
Filed 2026-11-04
Valley Wealth Managers, Inc.
INCREASED
Shares7,073 from 6,972
Change+101 (+1%)
Value$2.5M (+$149.5K)
Filed 2026-10-09
CoreCap Advisors, LLC
INCREASED
Shares7,071 from 6,268
Change+803 (+13%)
Value$2.5M (+$390.7K)
Filed 2026-10-08
Retirement Guys Formula LLC
INCREASED
Shares7,069 from 6,758
Change+311 (+5%)
Value$2.5M (+$221.4K)
Filed 2026-10-26
Bourne Lent Asset Management Inc
UNCHANGED
Shares7,050 from 7,050
Change0 (0%)
Value$2.5M (+$114.5K)
Filed 2026-11-05
Ulland Investment Advisors, LLC
DECREASED
Shares7,029 from 7,124
Change-95 (-1%)
Value$2.5K (+$82)
Filed 2026-10-13
WoodTrust Financial Corp
DECREASED
Shares7,026 from 7,038
Change-12 (0%)
Value$2.5K (-$2.4M)
Filed 2026-10-09
Manchester Capital Management LLC
DECREASED
Shares7,003 from 7,435
Change-432 (-6%)
Value$2.5M (-$34.5K)
Filed 2026-10-22
Shuttleworth & Co
DECREASED
Shares6,991 from 7,144
Change-153 (-2%)
Value$2.5M (+$61.0K)
Filed 2026-10-30
Pavion Blue Capital, LLC
UNCHANGED
Shares6,961 from 6,961
Change0 (0%)
Value$2.5M (+$113.0K)
Filed 2026-11-05
Altus Wealth Group LLC
DECREASED
Shares6,941 from 7,035
Change-94 (-1%)
Value$2.5M (+$80.5K)
Filed 2026-10-20
XML Financial, LLC
INCREASED
Shares6,923 from 6,690
Change+233 (+3%)
Value$2.5M (+$192.5K)
Filed 2026-10-29
Compass Wealth Management LLC
DECREASED
Shares6,921 from 7,411
Change-490 (-7%)
Value$2.5M (-$55.7K)
Filed 2026-10-22
Navigation Group, LLC
INCREASED
Shares6,919 from 6,872
Change+47 (+1%)
Value$2.5M (+$128.4K)
Filed 2026-10-28
Armor Investment Advisors, LLC
DECREASED
Shares6,883 from 7,076
Change-193 (-3%)
Value$2.5M (+$45.6K)
Filed 2026-10-27
Arlington Trust Co LLC
INCREASED
Shares6,875 from 4,408
Change+2,467 (+56%)
Value$2.5M (+$958.1K)
Filed 2026-10-20
Investment Insight Wealth Management, LLC
DECREASED
Shares6,869 from 6,872
Change-3 (0%)
Value$2.5M (+$110.4K)
Filed 2026-10-30
Partners Wealth Management, LLC
INCREASED
Shares6,841 from 741
Change+6,100 (+823%)
Value$2.5M (+$2.2M)
Filed 2026-10-28
E&G Advisors, LLC
UNCHANGED
Shares6,841 from 6,841
Change0 (0%)
Value$2.5M (+$111.1K)
Filed 2026-10-13
Mindset Wealth Management, LLC
INCREASED
Shares6,804 from 6,780
Change+24 (+0%)
Value$2.4M (+$118.8K)
Filed 2026-10-19
Wealth Intelligence, LLC
INCREASED
Shares6,799 from 6,698
Change+101 (+2%)
Value$2.4M (+$145.1K)
Filed 2026-10-16
Arista Wealth Management, LLC
DECREASED
Shares6,766 from 7,790
Change-1,024 (-13%)
Value$2.4M (-$241.4K)
Filed 2026-10-29
Amarillo National Bank
DECREASED
Shares6,739 from 6,913
Change-174 (-3%)
Value$2.4M (+$49.7K)
Filed 2026-10-23
Hudson Canyon Capital Management
DECREASED
Shares6,719 from 7,120
Change-401 (-6%)
Value$2.4M (-$28.5K)
Filed 2026-11-04
Covenant Asset Management, LLC
UNCHANGED
Shares6,719 from 6,719
Change0 (0%)
Value$2.4M (+$109.1K)
Filed 2026-10-14
Cross Staff Investments Inc
INCREASED
Shares6,715 from 6,711
Change+4 (+0%)
Value$2.4M (+$110.3K)
Filed 2026-10-22
Stone Summit Wealth LLC
DECREASED
Shares6,706 from 7,643
Change-937 (-12%)
Value$2.4M (-$212.6K)
Filed 2026-10-14
Meadowbrook Wealth Management, LLC
INCREASED
Shares6,682 from 6,657
Change+25 (+0%)
Value$2.4M (+$117.1K)
Filed 2026-10-08
Invera Wealth Advisors, LLC
DECREASED
Shares6,681 from 6,793
Change-112 (-2%)
Value$2.4M (+$70.1K)
Filed 2026-10-28
SC&H Financial Advisors, Inc.
DECREASED
Shares6,649 from 6,654
Change-5 (0%)
Value$2.4M (+$106.6K)
Filed 2026-10-14
Correct Capital Wealth Management
DECREASED
Shares6,643 from 6,679
Change-36 (-1%)
Value$2.4M (+$95.8K)
Filed 2026-11-02
Stillwater Wealth Management Group
INCREASED
Shares6,639 from 6,521
Change+118 (+2%)
Value$2.4M (+$148.3K)
Filed 2026-10-21
Journey Retirement Planning & Investment Management LLC
DECREASED
Shares6,627 from 7,773
Change-1,146 (-15%)
Value$2.4M (-$285.1K)
Filed 2026-10-09
McAdam, LLC
INCREASED
Shares6,620 from 6,228
Change+392 (+6%)
Value$2.4M (+$242.0K)
Filed 2026-10-21
Monument Capital Management
INCREASED
Shares6,612 from 6,217
Change+395 (+6%)
Value$2.4M (+$242.9K)
Filed 2026-10-09
Dagco, Inc.
INCREASED
Shares6,590 from 6,491
Change+99 (+2%)
Value$2.4M (+$141.1K)
Filed 2026-10-20
3Chopt Investment Partners, LLC
INCREASED
Shares6,585 from 6,053
Change+532 (+9%)
Value$2.4M (+$289.5K)
Filed 2026-10-30
D'Orazio & Associates, Inc.
INCREASED
Shares6,584 from 6,468
Change+116 (+2%)
Value$2.4M (+$146.7K)
Filed 2026-11-04
Woodmont Investment Counsel LLC
INCREASED
Shares6,533 from 6,078
Change+455 (+7%)
Value$2.3M (+$262.2K)
Filed 2026-10-29
Abel Hall, LLC
INCREASED
Shares6,526 from 6,409
Change+117 (+2%)
Value$2.3M (+$146.1K)
Filed 2026-10-19
Mechanics Financial Corp
INCREASED
Shares6,513 from 6,484
Change+29 (+0%)
Value$2.3M (+$115.7K)
Filed 2026-11-05
WBI Investments, LLC
INCREASED
Shares6,497 from 1,821
Change+4,676 (+257%)
Value$2.3M (+$1.7M)
Filed 2026-11-05
Summit Wealth Group LLC / Co
INCREASED
Shares6,486 from 2,843
Change+3,643 (+128%)
Value$2.3M (+$1.4M)
Filed 2026-10-29
Trust Co of the South
DECREASED
Shares6,476 from 6,557
Change-81 (-1%)
Value$2.3M (+$77.4K)
Filed 2026-10-21
Legacy Capital Wealth Partners, LLC
INCREASED
Shares6,468 from 6,412
Change+56 (+1%)
Value$2.3M (+$124.3K)
Filed 2026-10-21
TriaGen Wealth Management LLC
DECREASED
Shares6,458 from 12,698
Change-6,240 (-49%)
Value$2.3M (-$2.0M)
Filed 2026-10-14
Aviso Wealth Management
INCREASED
Shares6,451 from 6,369
Change+82 (+1%)
Value$2.3M (+$132.6K)
Filed 2026-11-04
VUB Generali dochodkova spravcovska spolocnost, a.s.
UNCHANGED
Shares6,433 from 6,433
Change0 (0%)
Value$2.3M (+$104.5K)
Filed 2026-10-26
Taylor Securities Services, Inc.
INCREASED
Shares6,430 from 6,416
Change+14 (+0%)
Value$2.3M (+$109.3K)
Filed 2026-10-20
Strategic Family Wealth Counselors, L.L.C.
DECREASED
Shares6,422 from 6,428
Change-6 (0%)
Value$2.3M (+$102.2K)
Filed 2026-10-29
Nautilus Advisors LLC
INCREASED
Shares6,418 from 6,400
Change+18 (+0%)
Value$2.3M (+$72.8K)
Filed 2026-10-07
Cascade Investment Group, Inc.
DECREASED
Shares6,370 from 6,392
Change-22 (0%)
Value$2.3M (+$95.9K)
Filed 2026-10-13
Lipe & Dalton
DECREASED
Shares6,363 from 6,463
Change-100 (-2%)
Value$2.3K (+$69)
Filed 2026-10-15
FSM Wealth Advisors, LLC
DECREASED
Shares6,345 from 6,357
Change-12 (0%)
Value$2.4M (+$199.0K)
Filed 2026-10-27
Great Diamond Partners, LLC
INCREASED
Shares6,333 from 6,149
Change+184 (+3%)
Value$2.3M (+$166.0K)
Filed 2026-10-13
Kuhn & Co Investment Counsel
INCREASED
Shares6,326 from 6,273
Change+53 (+1%)
Value$2.3M (+$120.9K)
Filed 2026-10-29
Versant Capital Management, Inc
INCREASED
Shares6,311 from 6,107
Change+204 (+3%)
Value$2.3M (+$172.5K)
Filed 2026-10-02
Signature Estate & Investment Advisors LLC
INCREASED
Shares6,285 from 4,207
Change+2,078 (+49%)
Value$2.3M (+$811.3K)
Filed 2026-10-13
Aspiriant, LLC
INCREASED
Shares6,277 from 5,742
Change+535 (+9%)
Value$2.3M (+$285.0K)
Filed 2026-10-16
DB&C Advisors, LLC
INCREASED
Shares6,277 from 6,274
Change+3 (+0%)
Value$2.3M (+$103.1K)
Filed 2026-10-26
Armstrong Henry H Associates Inc
UNCHANGED
Shares6,257 from 6,257
Change0 (0%)
Value$2.2M (+$101.6K)
Filed 2026-10-07
Greenfield Savings Bank
INCREASED
Shares6,254 from 6,228
Change+26 (+0%)
Value$2.2M (+$110.5K)
Filed 2026-10-07
Fairvoy Private Wealth, LLC
INCREASED
Shares6,246 from 2,861
Change+3,385 (+118%)
Value$2.2M (+$1.3M)
Filed 2026-10-19
Indiana Trust & Investment Management Co
DECREASED
Shares6,238 from 6,683
Change-445 (-7%)
Value$2.2M (-$51.4K)
Filed 2026-10-22
Monte Financial Group, LLC
DECREASED
Shares6,238 from 6,340
Change-102 (-2%)
Value$2.2M (-$80.0K)
Filed 2026-11-02
Independent Wealth Network Inc.
INCREASED
Shares6,224 from 6,053
Change+171 (+3%)
Value$2.2M (+$159.5K)
Filed 2026-10-19
Corundum Group, Inc.
INCREASED
Shares6,223 from 5,950
Change+273 (+5%)
Value$2.2M (+$194.7K)
Filed 2026-10-28
Balefire, LLC
INCREASED
Shares6,222 from 2,623
Change+3,599 (+137%)
Value$2.2M (+$1.3M)
Filed 2026-10-09
First Heartland Consultants, Inc.
DECREASED
Shares6,222 from 6,448
Change-226 (-3%)
Value$2.2M (+$23.4K)
Filed 2026-10-08
Ballast, Inc.
DECREASED
Shares6,210 from 6,234
Change-24 (0%)
Value$2.2M (+$92.6K)
Filed 2026-10-20
GFS Advisors, LLC
DECREASED
Shares6,193 from 36,848
Change-30,655 (-83%)
Value$2.2M (+$345.2K)
Filed 2026-11-03
Baker Ellis Asset Management LLC
UNCHANGED
Shares6,152 from 6,152
Change0 (0%)
Value$2.2M (+$99.9K)
Filed 2026-10-14
Trust Investment Advisors
INCREASED
Shares6,150 from 5,120
Change+1,030 (+20%)
Value$2.2M (+$453.3K)
Filed 2026-10-20
RKL Wealth Management LLC
INCREASED
Shares6,150 from 5,747
Change+403 (+7%)
Value$2.2M (+$238.0K)
Filed 2026-10-16
Curtis Advisory Group, LLC
UNCHANGED
Shares6,130 from 6,130
Change0 (0%)
Value$2.2M (+$99.6K)
Filed 2026-10-28
MW Advisory, LLC
INCREASED
Shares6,120 from 5,161
Change+959 (+19%)
Value$2.2M (+$428.1K)
Filed 2026-10-19
Hazlett, Burt & Watson, Inc.
INCREASED
Shares6,085 from 6,061
Change+24 (+0%)
Value$2.2K (-$1.6M)
Filed 2026-11-04
Riggs Asset Managment Co. Inc.
DECREASED
Shares6,082 from 6,197
Change-115 (-2%)
Value$2.2M (+$59.3K)
Filed 2026-11-05
Victory Financial Group, LLC
INCREASED
Shares6,072 from 4,411
Change+1,661 (+38%)
Value$2.2M (+$668.4K)
Filed 2026-10-27
Northern Financial Advisors Inc
INCREASED
Shares6,071 from 5,963
Change+108 (+2%)
Value$2.2M (+$135.7K)
Filed 2026-10-29
Berman McAleer LLC
INCREASED
Shares6,051 from 6,050
Change+1 (+0%)
Value$2.2M (+$98.6K)
Filed 2026-10-16
Retirement Planning Group, LLC
INCREASED
Shares6,039 from 5,648
Change+391 (+7%)
Value$2.2M (+$232.5K)
Filed 2026-10-19
IPG Investment Advisors LLC
INCREASED
Shares6,029 from 647
Change+5,382 (+832%)
Value$2.2M (+$1.9M)
Filed 2026-10-30
Bradyco, Inc.
UNCHANGED
Shares5,990 from 5,990
Change0 (0%)
Value$2.2M (+$97.3K)
Filed 2026-11-03
Westco Advisory Services Inc
DECREASED
Shares5,982 from 6,082
Change-100 (-2%)
Value$2.1M (+$62.8K)
Filed 2026-10-14
Wilkins Investment Counsel Inc
UNCHANGED
Shares5,966 from 5,966
Change0 (0%)
Value$2.1M (+$96.9K)
Filed 2026-11-03
Bill Few Associates, Inc.
INCREASED
Shares5,926 from 4,356
Change+1,570 (+36%)
Value$2.1M (+$634.9K)
Filed 2026-10-09
WBH Advisory Inc
DECREASED
Shares5,926 from 6,126
Change-200 (-3%)
Value$2.1M (+$27.4K)
Filed 2026-11-05
Cornell Pochily Investment Advisors, Inc.
DECREASED
Shares5,909 from 5,982
Change-73 (-1%)
Value$2.1M (+$70.8K)
Filed 2026-10-19
Pathway Financial Advisers, LLC
INCREASED
Shares5,904 from 5,847
Change+57 (+1%)
Value$2.1M (+$115.4K)
Filed 2026-10-27
Clark Financial Services Group Inc
INCREASED
Shares5,899 from 5,720
Change+179 (+3%)
Value$2.1M (+$157.2K)
Filed 2026-10-19
Congress Park Capital LLC
DECREASED
Shares5,895 from 6,420
Change-525 (-8%)
Value$2.1M (-$84.4K)
Filed 2026-10-13
Curated Wealth Partners LLC
INCREASED
Shares5,866 from 3,614
Change+2,252 (+62%)
Value$2.1M (+$867.9K)
Filed 2026-10-15
Laurel OAK Wealth Management, LLC
DECREASED
Shares5,854 from 6,076
Change-222 (-4%)
Value$2.1M (+$18.6K)
Filed 2026-10-19
Fiduciary Alliance LLC
DECREASED
Shares5,843 from 7,199
Change-1,356 (-19%)
Value$2.1M (-$370.3K)
Filed 2026-10-13
Pacific Wealth Strategies Group, Inc.
DECREASED
Shares5,838 from 5,954
Change-116 (-2%)
Value$2.1M (+$55.0K)
Filed 2026-11-02
Pines Wealth Management, LLC
DECREASED
Shares5,833 from 5,978
Change-145 (-2%)
Value$2.1M (+$45.0K)
Filed 2026-10-21
Yankcom Partnership
INCREASED
Shares5,833 from 5,792
Change+41 (+1%)
Value$2.1M (+$108.8K)
Filed 2026-10-15
Professional Financial Advisors, LLC
DECREASED
Shares5,829 from 5,991
Change-162 (-3%)
Value$2.1M (+$38.8K)
Filed 2026-10-13
Core Wealth Partners LLC
DECREASED
Shares5,821 from 6,407
Change-586 (-9%)
Value$2.1M (-$106.6K)
Filed 2026-11-02
Chatham Capital Group, Inc.
DECREASED
Shares5,809 from 5,852
Change-43 (-1%)
Value$2.1M (+$79.6K)
Filed 2026-10-16
Guerra PAN Advisors, LLC
INCREASED
Shares5,791 from 5,689
Change+102 (+2%)
Value$2.3M (+$381.5K)
Filed 2026-10-26
1900 Wealth Management LLC
INCREASED
Shares5,790 from 5,595
Change+195 (+3%)
Value$2.1M (+$160.9K)
Filed 2026-10-13
Affinity Capital Advisors, LLC
INCREASED
Shares5,741 from 3,729
Change+2,012 (+54%)
Value$2.2M (+$880.7K)
Filed 2026-10-13
Balboa Wealth Partners
DECREASED
Shares5,740 from 6,039
Change-299 (-5%)
Value$2.1M (-$9.5K)
Filed 2026-10-20
1834 Investment Advisors Co
INCREASED
Shares5,739 from 4,983
Change+756 (+15%)
Value$2.1M (+$352.6K)
Filed 2026-10-16
Central Valley Advisors, LLC
DECREASED
Shares5,734 from 5,958
Change-224 (-4%)
Value$2.1M (+$15.9K)
Filed 2026-10-27
Accuvest Global Advisors
DECREASED
Shares5,733 from 11,287
Change-5,554 (-49%)
Value$2.1M (-$1.8M)
Filed 2026-11-04
Three Seasons Wealth, LLC
DECREASED
Shares5,732 from 5,887
Change-155 (-3%)
Value$2.1M (+$39.9K)
Filed 2026-11-03
Black Diamond Financial, LLC
INCREASED
Shares5,688 from 5,417
Change+271 (+5%)
Value$2.0M (+$185.4K)
Filed 2026-10-26
St. Johns Investment Management Company, LLC
DECREASED
Shares5,673 from 5,804
Change-131 (-2%)
Value$2.0M (+$47.2K)
Filed 2026-10-30
Greenspring Advisors, LLC
INCREASED
Shares5,661 from 5,265
Change+396 (+8%)
Value$2.0M (+$227.6K)
Filed 2026-11-05
Catalyst Capital Advisors LLC
DECREASED
Shares5,640 from 6,108
Change-468 (-8%)
Value$2.0M (-$69.0K)
Filed 2026-11-02
Tlwm
DECREASED
Shares5,633 from 5,686
Change-53 (-1%)
Value$2.0M (+$73.3K)
Filed 2026-10-09
Plancorp, LLC
INCREASED
Shares5,620 from 4,922
Change+698 (+14%)
Value$2.3M (+$563.4K)
Filed 2026-11-03
Alliance Wealth Advisors, LLC
DECREASED
Shares5,606 from 6,706
Change-1,100 (-16%)
Value$2.0M (-$286.1K)
Filed 2026-10-28
Grandview Asset Management LLC
DECREASED
Shares5,603 from 6,827
Change-1,224 (-18%)
Value$2.0M (-$324.0K)
Filed 2026-10-19
Agate Pass Investment Management, LLC
DECREASED
Shares5,602 from 5,607
Change-5 (0%)
Value$2.0M (+$89.3K)
Filed 2026-10-20
DB Fitzpatrick & Co, Inc
DECREASED
Shares5,601 from 5,699
Change-98 (-2%)
Value$2.0M (+$57.3K)
Filed 2026-10-19
Rose Capital Advisors LLC
INCREASED
Shares5,598 from 713
Change+4,885 (+685%)
Value$2.0M (+$1.8M)
Filed 2026-11-04
WealthBridge Capital Management, LLC
INCREASED
Shares5,598 from 5,506
Change+92 (+2%)
Value$2.0M (+$122.5K)
Filed 2026-10-16
Certified Advisory Corp
DECREASED
Shares5,583 from 5,931
Change-348 (-6%)
Value$2.0M (-$28.6K)
Filed 2026-10-29
Pictet Bank & Trust Ltd
DECREASED
Shares5,564 from 7,514
Change-1,950 (-26%)
Value$2.0M (-$578.7K)
Filed 2026-10-21
CV Advisors LLC
UNCHANGED
Shares5,558 from 5,558
Change0 (0%)
Value$2.0M (+$90.3K)
Filed 2026-10-13
Pinion Investment Advisors, LLC
INCREASED
Shares5,540 from 5,470
Change+70 (+1%)
Value$2.0M (+$114.0K)
Filed 2026-11-04
Haven Capital Group, Inc.
INCREASED
Shares5,522 from 5,283
Change+239 (+5%)
Value$2.0M (+$171.7K)
Filed 2026-10-13
Bangor Savings Bank
DECREASED
Shares5,517 from 5,694
Change-177 (-3%)
Value$2.0M (+$28.9K)
Filed 2026-10-06
Chemistry Wealth Management LLC
INCREASED
Shares5,515 from 5,272
Change+243 (+5%)
Value$2.0M (+$172.8K)
Filed 2026-10-16
Enhancing Capital LLC
INCREASED
Shares5,506 from 5,500
Change+6 (+0%)
Value$2.0M (+$91.5K)
Filed 2026-10-26
Miramontes Capital, LLC
INCREASED
Shares5,503 from 5,453
Change+50 (+1%)
Value$2.0M (+$106.6K)
Filed 2026-10-19
LVZ, Inc.
INCREASED
Shares5,496 from 5,263
Change+233 (+4%)
Value$2.0M (+$169.2K)
Filed 2026-10-20
Lewis Asset Management, LLC
INCREASED
Shares5,492 from 5,300
Change+192 (+4%)
Value$2.0M (+$155.1K)
Filed 2026-10-14
Level Wealth Management LLC
INCREASED
Shares5,477 from 5,141
Change+336 (+7%)
Value$2.0M (+$204.2K)
Filed 2026-10-23
Regent Peak Wealth Advisors LLC
INCREASED
Shares5,457 from 5,336
Change+121 (+2%)
Value$2.0M (+$130.1K)
Filed 2026-10-13
Leisure Capital Management
DECREASED
Shares5,440 from 5,535
Change-95 (-2%)
Value$2.0M (+$55.8K)
Filed 2026-11-03
WealthPLAN Partners, LLC
INCREASED
Shares5,429 from 4,206
Change+1,223 (+29%)
Value$2.0M (+$507.8K)
Filed 2026-10-15
Breakwater Capital Group
INCREASED
Shares5,421 from 5,337
Change+84 (+2%)
Value$1.9M (+$116.9K)
Filed 2026-10-09
Summit Asset Management, LLC
INCREASED
Shares5,398 from 5,379
Change+19 (+0%)
Value$1.9M (+$94.2K)
Filed 2026-11-05
Twelve Points Wealth Management LLC
INCREASED
Shares5,396 from 5,353
Change+43 (+1%)
Value$2.2M (+$395.2K)
Filed 2026-11-03
B.A. Schrock Wealth Management, Inc.
NEW
Shares5,386
Change+5,386
Value$1.9M
Filed 2026-10-15
Aafmaa Wealth Management & Trust LLC
DECREASED
Shares5,373 from 5,638
Change-265 (-5%)
Value$1.9M (-$3.7K)
Filed 2026-10-14
Legacy Advisors, LLC
DECREASED
Shares5,370 from 6,090
Change-720 (-12%)
Value$1.9M (-$159.9K)
Filed 2026-10-19
Trueblood Wealth Management, LLC
DECREASED
Shares5,368 from 5,396
Change-28 (-1%)
Value$1.9M (+$77.5K)
Filed 2026-10-23
Aspire Private Capital, LLC
INCREASED
Shares5,361 from 4,428
Change+933 (+21%)
Value$1.9M (+$407.3K)
Filed 2026-11-05
CDM Financial Counseling Services, Inc.
INCREASED
Shares5,348 from 5,306
Change+42 (+1%)
Value$1.9M (+$101.0K)
Filed 2026-10-15
Argos Wealth Advisors, LLC
DECREASED
Shares5,345 from 6,012
Change-667 (-11%)
Value$1.9M (-$142.0K)
Filed 2026-11-02
Tealwood Asset Management Inc
DECREASED
Shares5,334 from 5,536
Change-202 (-4%)
Value$1.9K (+$18)
Filed 2026-10-13
Tannin Capital LLC
DECREASED
Shares5,323 from 5,519
Change-196 (-4%)
Value$1.9M (+$19.2K)
Filed 2026-11-05
RM Financial Services, LLC
DECREASED
Shares5,322 from 5,605
Change-283 (-5%)
Value$1.9M (-$10.6K)
Filed 2026-11-03
Lodestone Wealth Management LLC
DECREASED
Shares5,303 from 5,375
Change-72 (-1%)
Value$1.9M (+$61.4K)
Filed 2026-10-14
Fire Capital Management LLC
INCREASED
Shares5,300 from 3,574
Change+1,726 (+48%)
Value$1.9M (+$678.2K)
Filed 2026-10-27
JFS Wealth Advisors, LLC
INCREASED
Shares5,297 from 5,192
Change+105 (+2%)
Value$1.9M (+$122.1K)
Filed 2026-11-03
Augustine Asset Management Inc
INCREASED
Shares5,296 from 4,767
Change+529 (+11%)
Value$1.9M (+$267.5K)
Filed 2026-10-13
Guyasuta Investment Advisors Inc
DECREASED
Shares5,295 from 5,352
Change-57 (-1%)
Value$1.9M (+$66.4K)
Filed 2026-10-15
Islay Capital Management, LLC
INCREASED
Shares5,294 from 4,752
Change+542 (+11%)
Value$1.9M (+$271.9K)
Filed 2026-10-20
IVC Wealth Advisors LLC
DECREASED
Shares5,281 from 5,569
Change-288 (-5%)
Value$1.9M (-$12.9K)
Filed 2026-10-23
McKinley Carter Wealth Services, Inc.
DECREASED
Shares5,272 from 5,289
Change-17 (0%)
Value$1.9M (+$79.7K)
Filed 2026-10-16
Cape Investment Advisory, Inc.
DECREASED
Shares5,267 from 5,788
Change-521 (-9%)
Value$1.9M (-$93.3K)
Filed 2026-10-13
Absolute Capital Management, LLC
INCREASED
Shares5,241 from 4,933
Change+308 (+6%)
Value$1.9M (+$190.8K)
Filed 2026-10-16
KPP Advisory Services LLC
DECREASED
Shares5,241 from 5,266
Change-25 (0%)
Value$1.9M (+$76.6K)
Filed 2026-10-26
Millennium Capital Advisors, LLC
INCREASED
Shares5,239 from 5,238
Change+1 (+0%)
Value$1.9M (+$85.1K)
Filed 2026-10-16
Net Worth Advisory Group
DECREASED
Shares5,230 from 7,161
Change-1,931 (-27%)
Value$1.9M (-$574.9K)
Filed 2026-10-20
Genus Capital Management Inc.
INCREASED
Shares5,205 from 2,517
Change+2,688 (+107%)
Value$1.9M (+$1.0M)
Filed 2026-11-04
Cooper Investors PTY LTD
DECREASED
Shares5,195 from 16,466
Change-11,271 (-68%)
Value$1.9M (-$3.8M)
Filed 2026-10-13
Jacobsen Capital Management
INCREASED
Shares5,193 from 5,179
Change+14 (+0%)
Value$1.9M (+$89.1K)
Filed 2026-10-27
Cromwell Holdings LLC
DECREASED
Shares5,180 from 5,560
Change-380 (-7%)
Value$1.9M (-$46.3K)
Filed 2026-10-28
SmartHarvest Portfolios, LLC
DECREASED
Shares5,178 from 5,996
Change-818 (-14%)
Value$1.9M (-$196.8K)
Filed 2026-10-26
Income Insurance Ltd
UNCHANGED
Shares5,175 from 5,175
Change0 (0%)
Value$1.9M (+$84.0K)
Filed 2026-10-21
Prentice Wealth Management LLC
INCREASED
Shares5,159 from 4,890
Change+269 (+6%)
Value$1.9M (+$176.1K)
Filed 2026-10-20
Renasant Bank
DECREASED
Shares5,151 from 5,213
Change-62 (-1%)
Value$1.9M (+$62.4K)
Filed 2026-11-05
AXS Investments LLC
INCREASED
Shares5,150 from 3,227
Change+1,923 (+60%)
Value$1.9M (+$743.4K)
Filed 2026-11-04
Foundation Wealth Management, Llc\pa
INCREASED
Shares5,150 from 5,117
Change+33 (+1%)
Value$1.9M (+$95.0K)
Filed 2026-10-14
Traphagen Investment Advisors LLC
INCREASED
Shares5,134 from 5,110
Change+24 (+0%)
Value$1.8M (+$91.6K)
Filed 2026-10-14
Barden Capital Management, Inc.
DECREASED
Shares5,115 from 5,137
Change-22 (0%)
Value$1.8M (+$75.5K)
Filed 2026-10-09
Roman Butler Fullerton & Co
INCREASED
Shares5,113 from 5,034
Change+79 (+2%)
Value$2.1M (+$259.4K)
Filed 2026-10-27
Marino, Stram & Associates LLC
INCREASED
Shares5,097 from 4,309
Change+788 (+18%)
Value$1.8M (+$353.1K)
Filed 2026-10-22
Revisor Wealth Management LLC
DECREASED
Shares5,077 from 5,155
Change-78 (-2%)
Value$2.0M (+$206.8K)
Filed 2026-10-20
Cypress Wealth Services, LLC
INCREASED
Shares5,071 from 5,034
Change+37 (+1%)
Value$1.9M (+$152.1K)
Filed 2026-10-21
Moss Adams Wealth Advisors LLC
DECREASED
Shares5,065 from 6,133
Change-1,068 (-17%)
Value$1.8M (-$284.1K)
Filed 2026-10-28
Comprehensive Financial Consultants Institutional, Inc.
DECREASED
Shares5,054 from 5,059
Change-5 (0%)
Value$1.8M (+$80.4K)
Filed 2026-10-15
Piscataqua Savings Bank
DECREASED
Shares5,050 from 5,115
Change-65 (-1%)
Value$1.8M (+$59.7K)
Filed 2026-10-21
Northbridge Financial Group, LLC
DECREASED
Shares5,035 from 5,306
Change-271 (-5%)
Value$1.9M (+$45.8K)
Filed 2026-11-05
Winthrop Capital Management, LLC
DECREASED
Shares5,034 from 5,040
Change-6 (0%)
Value$1.8M (+$80.0K)
Filed 2026-11-05
Atlas Brown,Inc.
INCREASED
Shares5,026 from 5,023
Change+3 (+0%)
Value$1.8M (+$82.4K)
Filed 2026-10-09
Emprise Bank
DECREASED
Shares5,014 from 5,094
Change-80 (-2%)
Value$1.8M (+$54.0K)
Filed 2026-10-07
Atticus Wealth Management, LLC
INCREASED
Shares5,007 from 4,892
Change+115 (+2%)
Value$1.8M (+$120.9K)
Filed 2026-10-20
Integrity Advisory Solutions, LLC
INCREASED
Shares5,005 from 3,931
Change+1,074 (+27%)
Value$1.8M (+$449.9K)
Filed 2026-10-29
Putney Financial Group LLC
INCREASED
Shares4,997 from 4,963
Change+34 (+1%)
Value$1.8M (+$92.8K)
Filed 2026-10-30
Dumont & Blake Investment Advisors LLC
DECREASED
Shares4,985 from 5,161
Change-176 (-3%)
Value$1.8M (+$20.6K)
Filed 2026-10-28
Challenger Wealth Management
DECREASED
Shares4,955 from 5,082
Change-127 (-2%)
Value$1.8M (+$36.9K)
Filed 2026-10-30
Elevated Private Wealth, LLC
DECREASED
Shares4,954 from 5,163
Change-209 (-4%)
Value$1.8M (+$8.8K)
Filed 2026-10-15
Investment Partners, Ltd.
INCREASED
Shares4,944 from 3,105
Change+1,839 (+59%)
Value$1.8M (+$711.2K)
Filed 2026-10-29
Thompson Siegel & Walmsley LLC
DECREASED
Shares4,916 from 4,918
Change-2 (0%)
Value$1.8K (-$1.7M)
Filed 2026-11-05
Parcion Private Wealth LLC
INCREASED
Shares4,908 from 4,644
Change+264 (+6%)
Value$1.8M (+$170.3K)
Filed 2026-10-28
First Bank & Trust
DECREASED
Shares4,888 from 5,043
Change-155 (-3%)
Value$1.8M (+$26.2K)
Filed 2026-10-19
XXI Wealth, LLC
INCREASED
Shares4,867 from 2,893
Change+1,974 (+68%)
Value$1.7M (+$756.3K)
Filed 2026-10-22
Beese Fulmer Investment Management, Inc.
INCREASED
Shares4,859 from 4,731
Change+128 (+3%)
Value$1.7M (+$122.9K)
Filed 2026-10-23
Cadinha & Co LLC
DECREASED
Shares4,858 from 5,313
Change-455 (-9%)
Value$1.7M (-$77.2K)
Filed 2026-10-22
Constitution Capital LLC
INCREASED
Shares4,835 from 4,645
Change+190 (+4%)
Value$1.7M (+$143.7K)
Filed 2026-10-23
Newman Dignan & Sheerar, Inc.
INCREASED
Shares4,826 from 4,776
Change+50 (+1%)
Value$1.7M (+$95.6K)
Filed 2026-10-21
Client 1ST Advisory Group, LLC
INCREASED
Shares4,812 from 2,637
Change+2,175 (+82%)
Value$1.7M (+$824.3K)
Filed 2026-10-19
Alhambra Investment Management LLC
INCREASED
Shares4,803 from 4,793
Change+10 (+0%)
Value$1.7M (+$81.4K)
Filed 2026-10-15
ASO Group Ltd
INCREASED
Shares4,793 from 4,767
Change+26 (+1%)
Value$1.7K (-$1.6M)
Filed 2026-11-05
Prosperity Financial Group, Inc.
INCREASED
Shares4,785 from 4,444
Change+341 (+8%)
Value$1.7M (+$194.7K)
Filed 2026-10-29
Willow Creek Wealth Management Inc.
DECREASED
Shares4,773 from 4,790
Change-17 (0%)
Value$1.7M (+$71.7K)
Filed 2026-10-26
Markowski Investments
DECREASED
Shares4,763 from 5,617
Change-854 (-15%)
Value$1.7M (-$215.5K)
Filed 2026-10-30
Lazari Capital Management, Inc.
DECREASED
Shares4,750 from 4,871
Change-121 (-2%)
Value$1.7M (+$35.4K)
Filed 2026-10-20
JGP Wealth Management, LLC
INCREASED
Shares4,745 from 4,738
Change+7 (+0%)
Value$1.7M (+$79.5K)
Filed 2026-10-13
Seilern Investment Management Ltd
DECREASED
Shares4,737 from 5,621
Change-884 (-16%)
Value$1.7M (-$226.4K)
Filed 2026-10-13
SYM Financial Corp
INCREASED
Shares4,731 from 4,467
Change+264 (+6%)
Value$1.7M (+$167.4K)
Filed 2026-10-26
Bingham Private Wealth, LLC
DECREASED
Shares4,718 from 4,970
Change-252 (-5%)
Value$1.7M (-$9.8K)
Filed 2026-11-05
Enterprise Financial Services Corp
INCREASED
Shares4,711 from 4,692
Change+19 (+0%)
Value$1.7M (+$83.0K)
Filed 2026-11-03
One Day In July LLC
DECREASED
Shares4,696 from 4,732
Change-36 (-1%)
Value$1.7M (+$63.9K)
Filed 2026-10-30
Worth Financial Advisory Group, LLC
INCREASED
Shares4,695 from 4,627
Change+68 (+1%)
Value$1.7M (+$99.6K)
Filed 2026-10-19
Nixon Peabody Trust Co
INCREASED
Shares4,693 from 4,338
Change+355 (+8%)
Value$1.7M (+$198.0K)
Filed 2026-10-23
Titleist Asset Management, LLC
INCREASED
Shares4,692 from 4,001
Change+691 (+17%)
Value$1.7M (+$313.2K)
Filed 2026-10-08
Shelton Wealth Management, LLC
INCREASED
Shares4,687 from 4,609
Change+78 (+2%)
Value$1.7M (+$103.0K)
Filed 2026-10-16
Braun Stacey Associates Inc
INCREASED
Shares4,650 from 4,500
Change+150 (+3%)
Value$1.7M (+$127.0K)
Filed 2026-10-19
CFS Investment Advisory Services, LLC
INCREASED
Shares4,643 from 4,620
Change+23 (+1%)
Value$1.7M (+$47.8K)
Filed 2026-10-19
Paradigm Asset Management Co LLC
DECREASED
Shares4,640 from 4,940
Change-300 (-6%)
Value$1.7M (-$27.6K)
Filed 2026-11-05
Baron Wealth Management LLC
INCREASED
Shares4,640 from 4,416
Change+224 (+5%)
Value$1.7M (+$152.4K)
Filed 2026-10-27
General Partner, Inc.
UNCHANGED
Shares4,634 from 4,634
Change0 (0%)
Value$1.7M (+$75.3K)
Filed 2026-10-05
Collaborative Fund Advisors, LLC
INCREASED
Shares4,593 from 3,928
Change+665 (+17%)
Value$1.7M (+$302.7K)
Filed 2026-11-02
Root Financial Partners, LLC
INCREASED
Shares4,591 from 4,081
Change+510 (+13%)
Value$1.6M (+$249.6K)
Filed 2026-10-21
Corda Investment Management, Llc.
INCREASED
Shares4,571 from 4,485
Change+86 (+2%)
Value$1.6M (+$103.5K)
Filed 2026-10-22
Waterway Wealth Management, LLC
INCREASED
Shares4,562 from 4,383
Change+179 (+4%)
Value$1.6M (+$135.5K)
Filed 2026-10-28
Elmwood Wealth Management, Inc.
INCREASED
Shares4,550 from 4,545
Change+5 (+0%)
Value$1.6M (+$75.5K)
Filed 2026-10-14
Kepler Cheuvreux (Suisse) SA
DECREASED
Shares4,548 from 7,352
Change-2,804 (-38%)
Value$1.6M (-$888.2K)
Filed 2026-10-20
Omega Financial Group, LLC
INCREASED
Shares4,547 from 4,545
Change+2 (+0%)
Value$1.6M (+$74.6K)
Filed 2026-10-29
First Bancorp, Inc
INCREASED
Shares4,534 from 4,516
Change+18 (+0%)
Value$1.6M (+$79.8K)
Filed 2026-10-26
Golden Reserve Retirement LLC
INCREASED
Shares4,525 from 3,469
Change+1,056 (+30%)
Value$1.6M (+$435.9K)
Filed 2026-11-02
Morton Capital Management LLC
DECREASED
Shares4,510 from 4,702
Change-192 (-4%)
Value$1.6M (+$7.4K)
Filed 2026-10-23
North Star Investment Management Corp.
DECREASED
Shares4,501 from 4,555
Change-54 (-1%)
Value$1.6M (+$54.3K)
Filed 2026-10-27
JSF Financial, LLC
INCREASED
Shares4,494 from 4,480
Change+14 (+0%)
Value$1.6M (+$77.8K)
Filed 2026-10-22
Anchyra Partners LLC
INCREASED
Shares4,476 from 3,759
Change+717 (+19%)
Value$1.6M (+$318.7K)
Filed 2026-10-13
Analyst IMS Investment Management Services Ltd.
INCREASED
Shares4,472 from 3,271
Change+1,201 (+37%)
Value$1.6K (-$1.1M)
Filed 2026-11-05
AA Financial Advisors, LLC
INCREASED
Shares4,471 from 4,323
Change+148 (+3%)
Value$1.6M (+$123.4K)
Filed 2026-10-19
Kennedy Investment Group, Inc.
DECREASED
Shares4,470 from 4,552
Change-82 (-2%)
Value$1.6M (+$44.3K)
Filed 2026-10-21
Elwood & Goetz Wealth Advisory Group, LLC
DECREASED
Shares4,467 from 4,671
Change-204 (-4%)
Value$1.6M (+$2.6K)
Filed 2026-10-28
HMV Wealth Advisors, LLC
INCREASED
Shares4,465 from 4,139
Change+326 (+8%)
Value$1.6M (+$184.4K)
Filed 2026-10-27
Etesian Wealth Advisors, Inc.
DECREASED
Shares4,465 from 4,470
Change-5 (0%)
Value$1.6M (+$70.8K)
Filed 2026-10-27
Shum Financial Group, Inc.
INCREASED
Shares4,455 from 4,437
Change+18 (+0%)
Value$1.6M (+$78.5K)
Filed 2026-10-13
Gold Investment Management Ltd.
DECREASED
Shares4,449 from 4,601
Change-152 (-3%)
Value$1.6M (+$20.1K)
Filed 2026-10-19
Trek Financial, LLC
DECREASED
Shares4,432 from 10,025
Change-5,593 (-56%)
Value$1.6M (-$1.8M)
Filed 2026-10-29
Shepherd Street Advisors LLC
INCREASED
Shares4,427 from 4,262
Change+165 (+4%)
Value$1.7M (+$192.8K)
Filed 2026-10-21
Bison Wealth, LLC
INCREASED
Shares4,416 from 4,135
Change+281 (+7%)
Value$1.7M (+$241.6K)
Filed 2026-10-13
Mitchell Sinkler & Starr
INCREASED
Shares4,408 from 4,328
Change+80 (+2%)
Value$1.6M (+$99.0K)
Filed 2026-10-13
Cache Advisors, LLC
DECREASED
Shares4,405 from 7,093
Change-2,688 (-38%)
Value$1.6M (-$850.7K)
Filed 2026-10-16
Watershed Private Wealth LLC
DECREASED
Shares4,400 from 4,852
Change-452 (-9%)
Value$1.6M (-$83.6K)
Filed 2026-10-30
Pacific Center for Financial Services
INCREASED
Shares4,400 from 4,103
Change+297 (+7%)
Value$1.6M (+$173.3K)
Filed 2026-10-15
Centerpoint Advisors, LLC
DECREASED
Shares4,400 from 4,463
Change-63 (-1%)
Value$1.6K (-$1.5M)
Filed 2026-11-05
PUREfi Wealth, LLC
INCREASED
Shares4,389 from 3,501
Change+888 (+25%)
Value$1.6M (+$375.9K)
Filed 2026-10-19
Aire Advisors, LLC
INCREASED
Shares4,374 from 4,138
Change+236 (+6%)
Value$1.6M (+$152.1K)
Filed 2026-10-22
RMR Capital Management, LLC
UNCHANGED
Shares4,362 from 4,362
Change0 (0%)
Value$1.6M (+$70.8K)
Filed 2026-10-23
Birch Capital Management, LLC
INCREASED
Shares4,359 from 4,322
Change+37 (+1%)
Value$1.6M (+$83.5K)
Filed 2026-10-27
Rossby Financial, LCC
INCREASED
Shares4,356 from 3,302
Change+1,054 (+32%)
Value$1.6M (+$432.4K)
Filed 2026-11-05
Argent Capital Management LLC
DECREASED
Shares4,344 from 4,519
Change-175 (-4%)
Value$1.6M (+$10.6K)
Filed 2026-10-05
Myriad Asset Management US LP
INCREASED
Shares4,339 from 3,302
Change+1,037 (+31%)
Value$1.6M (+$426.0K)
Filed 2026-11-03
Fiduciary Financial Group, LLC
DECREASED
Shares4,337 from 4,373
Change-36 (-1%)
Value$1.6M (+$58.1K)
Filed 2026-10-13
Chung Wu Investment Group, LLC
UNCHANGED
Shares4,330 from 4,330
Change0 (0%)
Value$1.6M (+$70.3K)
Filed 2026-11-03
Southern Michigan Bank & Trust
DECREASED
Shares4,327 from 4,485
Change-158 (-4%)
Value$1.6M (+$16.1K)
Filed 2026-10-19
Kennebec Savings Bank
INCREASED
Shares4,323 from 4,295
Change+28 (+1%)
Value$1.6M (+$79.8K)
Filed 2026-10-22
Alpha Advisors, LLC
INCREASED
Shares4,316 from 4,305
Change+11 (+0%)
Value$1.6M (+$73.7K)
Filed 2026-10-19
Avalon Capital Management
DECREASED
Shares4,313 from 4,425
Change-112 (-3%)
Value$1.5M (+$31.6K)
Filed 2026-11-04
BigSur Wealth Management LLC
UNCHANGED
Shares4,310 from 4,310
Change0 (0%)
Value$1.5M (+$70.0K)
Filed 2026-10-13
Arwa LLC
DECREASED
Shares4,307 from 4,871
Change-564 (-12%)
Value$1.7M (-$72.7K)
Filed 2026-10-21
Lantz Financial LLC
INCREASED
Shares4,288 from 4,128
Change+160 (+4%)
Value$1.5M (+$124.5K)
Filed 2026-10-15
Cassia Capital Partners, LLC
INCREASED
Shares4,278 from 4,268
Change+10 (+0%)
Value$1.5M (+$72.9K)
Filed 2026-11-04
Quantum Financial Advisors, LLC
INCREASED
Shares4,252 from 4,051
Change+201 (+5%)
Value$1.5M (+$138.0K)
Filed 2026-11-03
Capital Investment Counsel, Inc
DECREASED
Shares4,242 from 4,283
Change-41 (-1%)
Value$1.5M (+$54.8K)
Filed 2026-10-20
First Financial Corp
DECREASED
Shares4,240 from 4,392
Change-152 (-3%)
Value$1.5M (+$16.7K)
Filed 2026-10-13
W.H. Cornerstone Investments Inc.
DECREASED
Shares4,230 from 4,417
Change-187 (-4%)
Value$1.5M (+$4.6K)
Filed 2026-11-03
Miller Financial Services LLC
INCREASED
Shares4,223 from 4,174
Change+49 (+1%)
Value$1.5M (+$85.4K)
Filed 2026-10-20
Pacific Sage Partners, LLC
INCREASED
Shares4,220 from 4,219
Change+1 (+0%)
Value$1.5M (+$68.8K)
Filed 2026-10-21
Vigilare Wealth Management
UNCHANGED
Shares4,216 from 4,216
Change0 (0%)
Value$1.5M (+$68.5K)
Filed 2026-10-29
KW Wealth Management LLC
NEW
Shares4,211
Change+4,211
Value$1.5M
Filed 2026-10-28
Pinnacle Wealth Management Group, Inc.
INCREASED
Shares4,204 from 3,914
Change+290 (+7%)
Value$1.5M (+$167.8K)
Filed 2026-10-15
Capital Advantage, Inc.
INCREASED
Shares4,195 from 3,322
Change+873 (+26%)
Value$1.5M (+$367.5K)
Filed 2026-10-14
Intelligent Financial Strategies
DECREASED
Shares4,194 from 4,419
Change-225 (-5%)
Value$1.5M (-$9.1K)
Filed 2026-10-16
PKS Advisory Services, LLC
UNCHANGED
Shares4,194 from 4,194
Change0 (0%)
Value$1.4M ($0)
Filed 2026-10-26
Alpha Family Trust
UNCHANGED
Shares4,190 from 4,190
Change0 (0%)
Value$1.4M ($0)
Filed 2026-11-04
Oarsman Capital, Inc.
DECREASED
Shares4,181 from 4,472
Change-291 (-7%)
Value$1.5M (-$31.9K)
Filed 2026-11-05
BAM Wealth Management, LLC
DECREASED
Shares4,180 from 4,293
Change-113 (-3%)
Value$1.5M (+$29.1K)
Filed 2026-10-15
True Private Wealth Advisors
DECREASED
Shares4,175 from 4,209
Change-34 (-1%)
Value$1.5M (+$56.2K)
Filed 2026-10-19
Midwest Financial Group LLC
INCREASED
Shares4,174 from 4,092
Change+82 (+2%)
Value$1.5M (+$96.0K)
Filed 2026-10-15
Rayburn West Financial Services LLC
INCREASED
Shares4,172 from 3,525
Change+647 (+18%)
Value$1.5M (+$289.7K)
Filed 2026-11-03
Karras Company, Inc.
DECREASED
Shares4,166 from 4,216
Change-50 (-1%)
Value$1.5M (+$50.6K)
Filed 2026-10-16
Kozak & Associates, Inc.
DECREASED
Shares4,161 from 4,697
Change-536 (-11%)
Value$1.7M (+$17.9K)
Filed 2026-10-29
Pflug Koory, LLC
INCREASED
Shares4,158 from 4,021
Change+137 (+3%)
Value$1.5M (+$114.5K)
Filed 2026-10-26
Hobart Private Capital, LLC
INCREASED
Shares4,149 from 3,353
Change+796 (+24%)
Value$1.5M (+$340.5K)
Filed 2026-10-19
Allen Capital Group, LLC
INCREASED
Shares4,149 from 3,974
Change+175 (+4%)
Value$1.5M (+$127.4K)
Filed 2026-10-27
Wealth Management Partners, LLC
INCREASED
Shares4,138 from 4,137
Change+1 (+0%)
Value$1.5M (+$67.4K)
Filed 2026-10-21
TigerOak Management, L.L.C.
INCREASED
Shares4,137 from 4,064
Change+73 (+2%)
Value$1.5M (+$92.2K)
Filed 2026-10-23
Cantor Fitzgerald Investment Advisors L.P.
DECREASED
Shares4,121 from 4,279
Change-158 (-4%)
Value$1.5M (+$12.7K)
Filed 2026-10-21
Paulson Wealth Management Inc.
DECREASED
Shares4,117 from 4,130
Change-13 (0%)
Value$1.5M (+$62.4K)
Filed 2026-11-02
Sound Income Strategies, LLC
INCREASED
Shares4,106 from 4,045
Change+61 (+2%)
Value$1.5M (+$152.2K)
Filed 2026-10-09
Prentiss Smith & Co Inc
UNCHANGED
Shares4,094 from 4,094
Change0 (0%)
Value$1.5M (+$66.5K)
Filed 2026-10-27
Ignite Planners, LLC
INCREASED
Shares4,089 from 3,367
Change+722 (+21%)
Value$1.5M (+$318.7K)
Filed 2026-10-14
Whelan Financial
INCREASED
Shares4,073 from 3,637
Change+436 (+12%)
Value$1.5M (+$215.8K)
Filed 2026-10-28
American State Bank (Iowa)
INCREASED
Shares4,049 from 3,794
Change+255 (+7%)
Value$1.5M (+$153.2K)
Filed 2026-11-03
Centurion Wealth Management LLC
DECREASED
Shares4,049 from 4,187
Change-138 (-3%)
Value$1.5M (+$18.5K)
Filed 2026-10-13
Benchmark Financial Wealth Advisors, LLC
INCREASED
Shares4,048 from 3,785
Change+263 (+7%)
Value$1.5M (+$155.9K)
Filed 2026-10-20
First Command Advisory Services, Inc.
INCREASED
Shares4,032 from 3,565
Change+467 (+13%)
Value$1.4M (+$225.7K)
Filed 2026-11-05
Lakeshore Capital Group, Inc.
INCREASED
Shares4,030 from 3,708
Change+322 (+9%)
Value$1.4M (+$175.9K)
Filed 2026-10-20
Opal Wealth Advisors, LLC
DECREASED
Shares4,028 from 4,402
Change-374 (-8%)
Value$1.4M (-$62.9K)
Filed 2026-10-16
Hager Investment Management Services, LLC
DECREASED
Shares4,025 from 4,035
Change-10 (0%)
Value$1.4M (+$62.1K)
Filed 2026-11-04
BankPlus Wealth Management LLC
DECREASED
Shares4,014 from 4,172
Change-158 (-4%)
Value$1.4M (+$11.9K)
Filed 2026-10-13
Jefferies Financial Group Inc.
DECREASED
Shares4,000 from 49,683
Change-45,683 (-92%)
Value$1.4M (-$15.6M)
Filed 2026-11-05
Rudd Co d/b/a Styre Wealth
NEW
Shares3,982
Change+3,982
Value$1.6M
Filed 2026-10-29
Able Financial Group, LLC
INCREASED
Shares3,979 from 3,587
Change+392 (+11%)
Value$1.4M (+$199.1K)
Filed 2026-10-14
Smith Group Asset Management, LLC
DECREASED
Shares3,978 from 4,250
Change-272 (-6%)
Value$1.4M (-$28.7K)
Filed 2026-10-27
Andrews Advisory Associates, LLC
DECREASED
Shares3,976 from 4,128
Change-152 (-4%)
Value$1.4M (+$12.7K)
Filed 2026-10-15
Grant Private Wealth Management Inc
DECREASED
Shares3,970 from 5,011
Change-1,041 (-21%)
Value$1.4M (-$292.7K)
Filed 2026-10-19
Jessup Wealth Management, Inc
DECREASED
Shares3,970 from 4,041
Change-71 (-2%)
Value$1.4M (+$39.9K)
Filed 2026-10-20
Uptick Partners, LLC
INCREASED
Shares3,969 from 3,952
Change+17 (+0%)
Value$1.4M (+$70.1K)
Filed 2026-11-04
Manitou Investment Management Ltd.
DECREASED
Shares3,966 from 8,412
Change-4,446 (-53%)
Value$1.4M (-$1.5M)
Filed 2026-10-15
Independence Wealth Advisors, LLC
DECREASED
Shares3,958 from 3,968
Change-10 (0%)
Value$1.4M (+$60.9K)
Filed 2026-10-29
Willow Creek Capital Management, Inc.
UNCHANGED
Shares3,957 from 3,957
Change0 (0%)
Value$1.4M ($0)
Filed 2026-10-16
Walled Lake Planning & Wealth Management, LLC
DECREASED
Shares3,955 from 3,958
Change-3 (0%)
Value$1.4M (+$63.2K)
Filed 2026-10-29
Summit Financial Wealth Advisors, LLC
UNCHANGED
Shares3,951 from 3,951
Change0 (0%)
Value$1.4M (+$64.2K)
Filed 2026-10-15
Parisi Gray Wealth Management
UNCHANGED
Shares3,943 from 3,943
Change0 (0%)
Value$1.4M (+$64.0K)
Filed 2026-10-16
Crown Wealth Group, LLC
DECREASED
Shares3,932 from 4,057
Change-125 (-3%)
Value$1.4M (+$21.1K)
Filed 2026-10-19
Creative Financial Designs Inc
INCREASED
Shares3,923 from 3,649
Change+274 (+8%)
Value$1.4M (+$158.0K)
Filed 2026-11-04
Raleigh Capital Management Inc.
INCREASED
Shares3,916 from 3,754
Change+162 (+4%)
Value$1.4M (+$119.0K)
Filed 2026-10-28
Argyle Capital Partners, LLC
INCREASED
Shares3,912 from 3,885
Change+27 (+1%)
Value$1.4M (+$72.5K)
Filed 2026-10-23
Norway Savings Bank
INCREASED
Shares3,905 from 3,666
Change+239 (+7%)
Value$1.4M (+$145.4K)
Filed 2026-10-20
CPC Advisors, LLC
INCREASED
Shares3,904 from 3,044
Change+860 (+28%)
Value$1.4M (+$358.5K)
Filed 2026-10-21
May Hill Capital, LLC
INCREASED
Shares3,896 from 3,578
Change+318 (+9%)
Value$1.4M (+$172.4K)
Filed 2026-11-03
Peoples Bank
DECREASED
Shares3,895 from 3,910
Change-15 (0%)
Value$1.4M (+$58.1K)
Filed 2026-10-09
Pekin Hardy Strauss, Inc.
DECREASED
Shares3,894 from 3,945
Change-51 (-1%)
Value$1.4M (+$45.7K)
Filed 2026-11-02
Hilltop National Bank
INCREASED
Shares3,891 from 3,750
Change+141 (+4%)
Value$1.4M (+$111.6K)
Filed 2026-10-14
Foster Group, Inc.
INCREASED
Shares3,888 from 3,852
Change+36 (+1%)
Value$1.4M (+$75.5K)
Filed 2026-10-13
St. Louis Trust Co
UNCHANGED
Shares3,885 from 3,885
Change0 (0%)
Value$1.4M (-$689.2K)
Filed 2026-11-03
Trust Co
INCREASED
Shares3,877 from 3,690
Change+187 (+5%)
Value$1.4M (+$127.1K)
Filed 2026-10-09
Barnes Dennig Private Wealth Management LLC
DECREASED
Shares3,877 from 4,053
Change-176 (-4%)
Value$1.4M (+$2.6K)
Filed 2026-10-30
Worthington Financial Partners, LLC
INCREASED
Shares3,866 from 3,855
Change+11 (+0%)
Value$1.4M (+$66.3K)
Filed 2026-10-13
Capital Advisors, Ltd. LLC
INCREASED
Shares3,859 from 3,781
Change+78 (+2%)
Value$1.4K (+$90)
Filed 2026-10-27
Sage Private Wealth Group, LLC
INCREASED
Shares3,852 from 3,599
Change+253 (+7%)
Value$1.4M (+$149.5K)
Filed 2026-10-21
Mccarter Private Wealth Services LLC
INCREASED
Shares3,850 from 3,831
Change+19 (+1%)
Value$1.4M (+$69.0K)
Filed 2026-10-22
Spectrum Asset Management, Inc. (NB )
INCREASED
Shares3,840 from 3,836
Change+4 (+0%)
Value$1.4M (+$63.5K)
Filed 2026-10-19
Private Management Group Inc
INCREASED
Shares3,832 from 3,796
Change+36 (+1%)
Value$1.4M (+$74.6K)
Filed 2026-11-04
JB Capital LLC
DECREASED
Shares3,826 from 5,117
Change-1,291 (-25%)
Value$1.4M (-$380.7K)
Filed 2026-10-19
Truefg, LLC
UNCHANGED
Shares3,819 from 3,819
Change0 (0%)
Value$1.4M (+$62.0K)
Filed 2026-10-15
Hennessy Advisors Inc
INCREASED
Shares3,800 from 3,500
Change+300 (+9%)
Value$1.4M (+$164.6K)
Filed 2026-10-28
William John Sempolinski
INCREASED
Shares3,800 from 3,600
Change+200 (+6%)
Value$1.4M (+$130.3K)
Filed 2026-10-20
Eagle Strategies LLC
INCREASED
Shares3,800 from 3,762
Change+38 (+1%)
Value$1.4M (+$74.6K)
Filed 2026-10-16
Willner & Heller, LLC
DECREASED
Shares3,789 from 3,846
Change-57 (-1%)
Value$1.4M (+$41.9K)
Filed 2026-10-28
FAI Advisors, Inc.
INCREASED
Shares3,785 from 3,728
Change+57 (+2%)
Value$1.4M (+$81.0K)
Filed 2026-10-27
Meadow Creek Wealth Advisors LLC
INCREASED
Shares3,778 from 3,456
Change+322 (+9%)
Value$1.4M (+$171.8K)
Filed 2026-11-02
Groesbeck Investment Management Corp
INCREASED
Shares3,774 from 3,409
Change+365 (+11%)
Value$1.4K (+$186)
Filed 2026-10-26
Ackerman Capital Advisors, LLC
INCREASED
Shares3,767 from 3,565
Change+202 (+6%)
Value$1.4M (+$130.5K)
Filed 2026-10-30
United Community Bank
DECREASED
Shares3,758 from 3,762
Change-4 (0%)
Value$1.4M (+$59.7K)
Filed 2026-10-28
Waterfront Wealth Inc.
UNCHANGED
Shares3,742 from 3,742
Change0 (0%)
Value$1.5M (+$215.9K)
Filed 2026-11-03
StoryOne LLC
INCREASED
Shares3,734 from 1,836
Change+1,898 (+103%)
Value$1.3M (+$711.8K)
Filed 2026-10-13
One Wealth Capital Management, LLC
DECREASED
Shares3,718 from 10,842
Change-7,124 (-66%)
Value$1.3M (-$2.4M)
Filed 2026-10-23
Convergence Financial, LLC
DECREASED
Shares3,715 from 7,231
Change-3,516 (-49%)
Value$1.3M (-$1.1M)
Filed 2026-10-27
Vann Equity Management LLC
INCREASED
Shares3,714 from 3,705
Change+9 (+0%)
Value$1.3M (+$63.3K)
Filed 2026-10-08
Elevate Capital Advisors, LLC
DECREASED
Shares3,705 from 7,248
Change-3,543 (-49%)
Value$1.3M (-$1.2M)
Filed 2026-11-02
Burton Enright Welch
DECREASED
Shares3,704 from 3,797
Change-93 (-2%)
Value$1.3M (+$28.2K)
Filed 2026-11-04
Focused Wealth Management, Inc
DECREASED
Shares3,700 from 3,859
Change-159 (-4%)
Value$1.3M (+$5.6K)
Filed 2026-10-30
Next Level Private LLC
INCREASED
Shares3,699 from 3,457
Change+242 (+7%)
Value$1.3M (+$142.9K)
Filed 2026-10-20
Advisor Resource Council
DECREASED
Shares3,694 from 3,843
Change-149 (-4%)
Value$1.4M (-$5.1K)
Filed 2026-11-05
Invariant Investment Management
INCREASED
Shares3,689 from 3,669
Change+20 (+1%)
Value$1.3M (+$19.5K)
Filed 2026-10-08
Old Port Advisors
DECREASED
Shares3,667 from 3,682
Change-15 (0%)
Value$1.3M (+$54.4K)
Filed 2026-10-23
Cynosure Group, LLC
UNCHANGED
Shares3,664 from 3,664
Change0 (0%)
Value$1.3M (+$59.5K)
Filed 2026-11-03
Heartwood Wealth Advisors LLC
DECREASED
Shares3,658 from 3,714
Change-56 (-2%)
Value$1.3M (+$40.2K)
Filed 2026-10-05
Kentucky Trust Co
INCREASED
Shares3,654 from 3,583
Change+71 (+2%)
Value$1.3M (+$83.7K)
Filed 2026-10-15
Wealth Architects, LLC
INCREASED
Shares3,650 from 2,895
Change+755 (+26%)
Value$1.3M (+$318.4K)
Filed 2026-11-03
Cora Capital Advisors LLC
INCREASED
Shares3,650 from 3,647
Change+3 (+0%)
Value$1.3M (+$60.3K)
Filed 2026-11-02
O'Domhnaill Enterprises, Inc.
DECREASED
Shares3,649 from 3,994
Change-345 (-9%)
Value$1.3M (-$59.1K)
Filed 2026-10-29
Granite Islands Private Wealth, LLC
NEW
Shares3,633
Change+3,633
Value$1.3M
Filed 2026-10-16
Arcataur Capital Management LLC
DECREASED
Shares3,606 from 3,630
Change-24 (-1%)
Value$1.3M (+$50.3K)
Filed 2026-10-21
Bigelow Investment Advisors, LLC
DECREASED
Shares3,605 from 3,707
Change-102 (-3%)
Value$1.3M (+$23.6K)
Filed 2026-10-13
TCI Wealth Advisors, Inc.
DECREASED
Shares3,604 from 3,688
Change-84 (-2%)
Value$1.3M (+$29.7K)
Filed 2026-10-30
Elevatus Welath Management
INCREASED
Shares3,596 from 2,574
Change+1,022 (+40%)
Value$1.3M (+$408.8K)
Filed 2026-10-19
First County Bank
INCREASED
Shares3,591 from 3,451
Change+140 (+4%)
Value$1.3M (+$106.4K)
Filed 2026-10-13
Garrett Wealth Advisory Group, LLC
INCREASED
Shares3,585 from 3,512
Change+73 (+2%)
Value$1.3M (+$83.3K)
Filed 2026-10-22
Pine Haven Investment Counsel, Inc
DECREASED
Shares3,582 from 3,607
Change-25 (-1%)
Value$1.3M (+$49.6K)
Filed 2026-11-02
Unique Wealth, LLC
DECREASED
Shares3,579 from 4,089
Change-510 (-12%)
Value$1.3M (-$116.8K)
Filed 2026-10-16
Davidson Trust Co
UNCHANGED
Shares3,566 from 3,566
Change0 (0%)
Value$1.3M (+$57.9K)
Filed 2026-10-09
First Citizens Financial Corp
DECREASED
Shares3,540 from 3,555
Change-15 (0%)
Value$1.3M (+$52.3K)
Filed 2026-10-02
Founders Grove Wealth Partners, LLC
INCREASED
Shares3,530 from 3,398
Change+132 (+4%)
Value$1.3M (+$102.6K)
Filed 2026-10-16
Forum Financial Management, LP
DECREASED
Shares3,517 from 3,547
Change-30 (-1%)
Value$1.3M (+$47.0K)
Filed 2026-10-16
Adirondack Trust Co
DECREASED
Shares3,517 from 3,530
Change-13 (0%)
Value$1.3M (+$52.7K)
Filed 2026-10-14
Acima Private Wealth, LLC
DECREASED
Shares3,512 from 3,810
Change-298 (-8%)
Value$1.3M (-$45.2K)
Filed 2026-10-05
Outlook Wealth Advisors, LLC
DECREASED
Shares3,495 from 3,679
Change-184 (-5%)
Value$1.3M (-$7.1K)
Filed 2026-10-28
Commonwealth Financial Services, LLC
DECREASED
Shares3,487 from 5,180
Change-1,693 (-33%)
Value$1.3M (-$54.1K)
Filed 2026-10-20
Rockingstone Advisors LLC
UNCHANGED
Shares3,485 from 3,485
Change0 (0%)
Value$1.3M (+$56.6K)
Filed 2026-10-16
Lynx Investment Advisory
DECREASED
Shares3,474 from 4,397
Change-923 (-21%)
Value$1.2M (-$260.0K)
Filed 2026-10-27
Sunburst Financial Group, LLC
DECREASED
Shares3,474 from 3,487
Change-13 (0%)
Value$1.2M (+$52.0K)
Filed 2026-10-09
Clifford Swan Investment Counsel LLC
DECREASED
Shares3,473 from 3,703
Change-230 (-6%)
Value$1.2M (-$22.5K)
Filed 2026-11-05
Canandaigua National Trust Co of Florida
NEW
Shares3,464
Change+3,464
Value$1.2M
Filed 2026-10-07
Investment Research Partners LLC
INCREASED
Shares3,464 from 3,460
Change+4 (+0%)
Value$1.2M (+$57.6K)
Filed 2026-10-19
Sage Rhino Capital LLC
DECREASED
Shares3,450 from 3,476
Change-26 (-1%)
Value$1.2M (+$47.1K)
Filed 2026-10-28
Consilium Wealth Advisory, LLC
INCREASED
Shares3,449 from 3,309
Change+140 (+4%)
Value$1.2M (+$104.2K)
Filed 2026-10-14
MTM Investment Management, LLC
INCREASED
Shares3,446 from 3,445
Change+1 (+0%)
Value$1.2M (+$56.0K)
Filed 2026-10-30
QTR Family Wealth, LLC
DECREASED
Shares3,441 from 3,578
Change-137 (-4%)
Value$1.2M (+$8.9K)
Filed 2026-11-02
Schneider Downs Wealth Management Advisors, LP
INCREASED
Shares3,430 from 3,031
Change+399 (+13%)
Value$1.2M (+$192.6K)
Filed 2026-10-27
Heritage Family Offices, LLP
DECREASED
Shares3,424 from 3,565
Change-141 (-4%)
Value$1.2M (+$7.2K)
Filed 2026-11-02
New Covenant Trust Company, N.A.
INCREASED
Shares3,386 from 2,649
Change+737 (+28%)
Value$1.2M (+$307.8K)
Filed 2026-10-08
Global Assets Advisory, LLC
DECREASED
Shares3,378 from 3,434
Change-56 (-2%)
Value$1.2M (+$38.0K)
Filed 2026-10-28
Almanack Investment Partners, Llc.
DECREASED
Shares3,374 from 4,224
Change-850 (-20%)
Value$1.2M (-$236.9K)
Filed 2026-11-03
Grandfield & Dodd, LLC
DECREASED
Shares3,368 from 3,378
Change-10 (0%)
Value$1.2M (+$51.3K)
Filed 2026-10-29
Three Bridge Wealth Advisors, LLC
INCREASED
Shares3,359 from 3,349
Change+10 (+0%)
Value$1.2M (+$58.0K)
Filed 2026-11-05
Stone Wealth Partners
INCREASED
Shares3,357 from 1,686
Change+1,671 (+99%)
Value$1.2M (+$638.1K)
Filed 2026-11-05
Trilogy Capital Inc.
INCREASED
Shares3,356 from 3,130
Change+226 (+7%)
Value$1.2M (+$132.1K)
Filed 2026-10-20
Wedgewood Investors Inc
DECREASED
Shares3,335 from 3,435
Change-100 (-3%)
Value$1.2M (+$19.9K)
Filed 2026-10-28
Cadent Capital Advisors, LLC
DECREASED
Shares3,330 from 3,331
Change-1 (0%)
Value$1.2M (+$53.8K)
Filed 2026-10-09
4Wealth Advisors, Inc.
DECREASED
Shares3,327 from 4,212
Change-885 (-21%)
Value$1.2M (-$221.5K)
Filed 2026-10-13
Meriwether Wealth & Planning, LLC
DECREASED
Shares3,323 from 3,412
Change-89 (-3%)
Value$1.2M (+$23.4K)
Filed 2026-10-13
AGH Wealth Advisors, LLC
INCREASED
Shares3,323 from 3,271
Change+52 (+2%)
Value$1.2M (+$71.8K)
Filed 2026-10-26
Cambridge Advisors Inc.
DECREASED
Shares3,321 from 3,591
Change-270 (-8%)
Value$1.2M (-$38.7K)
Filed 2026-10-19
Carlton Hofferkamp & Jenks Wealth Management, LLC
UNCHANGED
Shares3,321 from 3,321
Change0 (0%)
Value$1.4M (+$176.5K)
Filed 2026-10-21
Nfsg Corp
INCREASED
Shares3,320 from 3,081
Change+239 (+8%)
Value$1.2M (+$135.8K)
Filed 2026-10-15
Bullock Wealth Management Group
INCREASED
Shares3,319 from 3,288
Change+31 (+1%)
Value$1.2M (+$40.1K)
Filed 2026-10-09
Investment Partners Asset Management, Inc.
DECREASED
Shares3,304 from 3,307
Change-3 (0%)
Value$1.2M (+$52.6K)
Filed 2026-10-09
Madden Securities Corp
UNCHANGED
Shares3,299 from 3,299
Change0 (0%)
Value$1.2M (+$53.6K)
Filed 2026-10-27
Goldstein Advisors, LLC
DECREASED
Shares3,298 from 3,672
Change-374 (-10%)
Value$1.2M (-$74.8K)
Filed 2026-10-15
Saxon Interests, Inc.
DECREASED
Shares3,295 from 4,909
Change-1,614 (-33%)
Value$1.2M (-$500.2K)
Filed 2026-10-26
Quantum Private Wealth, LLC
DECREASED
Shares3,294 from 3,369
Change-75 (-2%)
Value$1.2M (+$27.7K)
Filed 2026-10-20
Alchemi Wealth, LLC
INCREASED
Shares3,291 from 3,275
Change+16 (+0%)
Value$1.2M (+$59.2K)
Filed 2026-11-04
Ceera Investments, LLC
DECREASED
Shares3,289 from 3,341
Change-52 (-2%)
Value$1.2M (+$35.6K)
Filed 2026-11-02
Steel Grove Capital Advisors, LLC
INCREASED
Shares3,272 from 3,093
Change+179 (+6%)
Value$1.2M (+$114.5K)
Filed 2026-10-13
Windsor Capital Management, LLC
DECREASED
Shares3,270 from 3,307
Change-37 (-1%)
Value$1.2M (+$40.1K)
Filed 2026-10-13
Hengehold Capital Management LLC
DECREASED
Shares3,267 from 4,382
Change-1,115 (-25%)
Value$1.2M (-$329.2K)
Filed 2026-10-16
Inspirion Wealth Advisors, LLC
UNCHANGED
Shares3,267 from 3,267
Change0 (0%)
Value$1.2M (+$27.0K)
Filed 2026-10-09
CJM Wealth Advisers, Ltd.
DECREASED
Shares3,259 from 3,537
Change-278 (-8%)
Value$1.2M (-$42.2K)
Filed 2026-10-27
Howard Financial Services, Ltd.
INCREASED
Shares3,252 from 2,841
Change+411 (+14%)
Value$1.2M (+$193.9K)
Filed 2026-10-15
Ascentis Wealth Management, LLC
INCREASED
Shares3,243 from 3,029
Change+214 (+7%)
Value$1.2M (+$126.1K)
Filed 2026-11-03
Pacific Capital Wealth Advisors, Inc.
INCREASED
Shares3,243 from 3,057
Change+186 (+6%)
Value$1.2M (+$116.5K)
Filed 2026-10-22
Key Client Fiduciary Advisors, LLC
INCREASED
Shares3,241 from 2,942
Change+299 (+10%)
Value$1.2M (+$155.2K)
Filed 2026-10-19
Cornerstone National Bank & Trust Co
DECREASED
Shares3,241 from 3,337
Change-96 (-3%)
Value$1.2M (-$5.3K)
Filed 2026-10-20
Blue Bell Private Wealth Management, LLC
INCREASED
Shares3,228 from 2,748
Change+480 (+17%)
Value$1.2M (+$217.1K)
Filed 2026-10-29
Mitchell & Pahl Private Wealth, LLC
DECREASED
Shares3,219 from 3,238
Change-19 (-1%)
Value$1.2M (+$45.8K)
Filed 2026-10-14
SFM, LLC d/b/a Sweeney Financial Advisors
DECREASED
Shares3,217 from 5,509
Change-2,292 (-42%)
Value$1.2M (-$733.8K)
Filed 2026-10-14
Riversedge Advisors, LLC
INCREASED
Shares3,213 from 2,872
Change+341 (+12%)
Value$1.2M (+$169.2K)
Filed 2026-10-09
Verum Partners LLC
INCREASED
Shares3,208 from 3,136
Change+72 (+2%)
Value$1.2M (+$76.8K)
Filed 2026-10-21
Ejmk Ventures LLC
DECREASED
Shares3,207 from 3,391
Change-184 (-5%)
Value$1.2M (-$11.0K)
Filed 2026-10-21
Elevated Capital Advisors, LLC
DECREASED
Shares3,205 from 5,133
Change-1,928 (-38%)
Value$1.2M (-$609.2K)
Filed 2026-11-04
Virtue Capital Management, LLC
DECREASED
Shares3,200 from 5,571
Change-2,371 (-43%)
Value$1.1M (-$761.4K)
Filed 2026-10-29
Kearns & Associates LLC
UNCHANGED
Shares3,200 from 3,200
Change0 (0%)
Value$1.1M (+$52.0K)
Filed 2026-10-09
Index Fund Advisors, Inc.
DECREASED
Shares3,198 from 3,880
Change-682 (-18%)
Value$1.1M (-$182.0K)
Filed 2026-11-05
Unified Investment Management
INCREASED
Shares3,198 from 3,175
Change+23 (+1%)
Value$1.1M (+$59.9K)
Filed 2026-10-14
Harbor Group, Inc.
INCREASED
Shares3,198 from 3,193
Change+5 (+0%)
Value$1.1M (+$53.8K)
Filed 2026-10-14
Howard Wealth Management, LLC
DECREASED
Shares3,182 from 3,231
Change-49 (-2%)
Value$1.1M (+$34.9K)
Filed 2026-10-28
Clearwave Capital, LLC
INCREASED
Shares3,180 from 2,996
Change+184 (+6%)
Value$1.1M (+$114.9K)
Filed 2026-10-27
DecisionMap Wealth Management, LLC
DECREASED
Shares3,180 from 3,248
Change-68 (-2%)
Value$1.1M (+$28.4K)
Filed 2026-10-29
Bay Capital Advisors, LLC
DECREASED
Shares3,179 from 3,254
Change-75 (-2%)
Value$1.1M (+$25.9K)
Filed 2026-10-16
Global Trust Wealth Management LLC
INCREASED
Shares3,175 from 3,078
Change+97 (+3%)
Value$1.1M (+$84.8K)
Filed 2026-10-14
Values Added Financial LLC
INCREASED
Shares3,166 from 3,097
Change+69 (+2%)
Value$1.1M (+$75.1K)
Filed 2026-10-28
Semus Wealth Partners LLC
DECREASED
Shares3,163 from 3,289
Change-126 (-4%)
Value$1.1M (+$7.9K)
Filed 2026-10-22
Sage Mountain Advisors LLC
DECREASED
Shares3,158 from 4,455
Change-1,297 (-29%)
Value$1.1M (-$393.7K)
Filed 2026-11-02
Manchester Financial Inc
DECREASED
Shares3,149 from 3,219
Change-70 (-2%)
Value$1.1M (+$27.1K)
Filed 2026-10-15
Hidden Cove Wealth Management, LLC
INCREASED
Shares3,148 from 3,104
Change+44 (+1%)
Value$1.1M (+$66.3K)
Filed 2026-10-19
Flynn Zito Capital Management, LLC
INCREASED
Shares3,142 from 3,127
Change+15 (+0%)
Value$1.1M (+$56.0K)
Filed 2026-11-04
KRS Capital Management, LLC
UNCHANGED
Shares3,142 from 3,142
Change0 (0%)
Value$1.1M (+$51.2K)
Filed 2026-10-16
Traveka Wealth, LLC
INCREASED
Shares3,140 from 2,616
Change+524 (+20%)
Value$1.1M (+$230.8K)
Filed 2026-10-19
Mainstream Capital Management LLC
DECREASED
Shares3,140 from 3,210
Change-70 (-2%)
Value$1.1M (+$27.0K)
Filed 2026-10-23
Olistico Wealth, LLC
DECREASED
Shares3,134 from 3,142
Change-8 (0%)
Value$1.1M (+$48.2K)
Filed 2026-10-05
Westbourne Investment Advisors, Inc.
DECREASED
Shares3,130 from 3,260
Change-130 (-4%)
Value$1.1M (+$6.2K)
Filed 2026-10-20
Fortitude Family Office, LLC
INCREASED
Shares3,127 from 2,767
Change+360 (+13%)
Value$1.1M (+$174.3K)
Filed 2026-10-14
TruNorth Capital Management, LLC
INCREASED
Shares3,127 from 2,866
Change+261 (+9%)
Value$1.1M (+$140.3K)
Filed 2026-10-14
Charles Schwab Trust Co
INCREASED
Shares3,125 from 2,854
Change+271 (+10%)
Value$1.1M (+$143.7K)
Filed 2026-10-15
Adirondack Capital Advisors, LLC
UNCHANGED
Shares3,125 from 3,125
Change0 (0%)
Value$1.1M (+$50.8K)
Filed 2026-10-09
Split Creek LLC DBA Split Creek Capital LLC
INCREASED
Shares3,121 from 3,114
Change+7 (+0%)
Value$1.1M (+$53.1K)
Filed 2026-11-02
Altfest L J & Co Inc
DECREASED
Shares3,116 from 3,310
Change-194 (-6%)
Value$1.1M (-$16.1K)
Filed 2026-10-27
Floyd Financial Group LLC
DECREASED
Shares3,114 from 3,179
Change-65 (-2%)
Value$1.2M (+$101.5K)
Filed 2026-10-28
Crumly & Associates Inc.
INCREASED
Shares3,110 from 2,811
Change+299 (+11%)
Value$1.1M (+$153.1K)
Filed 2026-10-07
Red Spruce Capital, LLC
DECREASED
Shares3,105 from 3,193
Change-88 (-3%)
Value$1.1M (+$20.2K)
Filed 2026-10-07
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares3,085 from 2,040
Change+1,045 (+51%)
Value$1.1M (+$408.4K)
Filed 2026-10-16
Tandem Investment Partners LLC
INCREASED
Shares3,083 from 3,080
Change+3 (+0%)
Value$1.1M (+$51.1K)
Filed 2026-10-16
Xcel Wealth Management, LLC
DECREASED
Shares3,059 from 3,396
Change-337 (-10%)
Value$1.1M (-$65.9K)
Filed 2026-10-26
Wolff Financial Management LLC
INCREASED
Shares3,051 from 3,050
Change+1 (+0%)
Value$1.1M (+$49.6K)
Filed 2026-10-23
Penn Davis Mcfarland Inc
UNCHANGED
Shares3,050 from 3,050
Change0 (0%)
Value$1.1M (+$49.5K)
Filed 2026-10-23
Clearview Wealth Management LLC
DECREASED
Shares3,044 from 3,297
Change-253 (-8%)
Value$1.2M (+$74.3K)
Filed 2026-10-16
Proathlete Wealth Management LLC
INCREASED
Shares3,040 from 2,650
Change+390 (+15%)
Value$1.1M (+$183.3K)
Filed 2026-10-15
Leeward Financial Partners, LLC
DECREASED
Shares3,037 from 3,469
Change-432 (-12%)
Value$1.1M (-$98.9K)
Filed 2026-10-23
Keystone Wealth Services, LLC
INCREASED
Shares3,036 from 2,879
Change+157 (+5%)
Value$1.1M (+$122.8K)
Filed 2026-11-03
Kanawha Capital Management LLC
DECREASED
Shares3,034 from 3,085
Change-51 (-2%)
Value$1.1M (+$31.8K)
Filed 2026-10-19
Towercrest Capital Management
INCREASED
Shares3,017 from 2,797
Change+220 (+8%)
Value$1.1M (+$124.5K)
Filed 2026-10-23
Sherman Asset Management, Inc.
INCREASED
Shares3,005 from 755
Change+2,250 (+298%)
Value$1.1M (+$820.8K)
Filed 2026-11-05
First Pacific Financial
DECREASED
Shares3,004 from 3,191
Change-187 (-6%)
Value$1.1M (-$15.6K)
Filed 2026-10-14
Chapman Financial Group, LLC
DECREASED
Shares2,996 from 3,071
Change-75 (-2%)
Value$1.1M (+$22.9K)
Filed 2026-10-26
Paladin Wealth, LLC
DECREASED
Shares2,985 from 3,398
Change-413 (-12%)
Value$1.1M (-$93.4K)
Filed 2026-10-23
Howard Bailey Securities, LLC
DECREASED
Shares2,974 from 2,979
Change-5 (0%)
Value$1.1M (+$46.6K)
Filed 2026-10-27
Wealth Group, Ltd.
DECREASED
Shares2,971 from 16,663
Change-13,692 (-82%)
Value$1.1K (-$5.7M)
Filed 2026-10-30
United Capital Management of KS, Inc.
DECREASED
Shares2,964 from 3,285
Change-321 (-10%)
Value$1.1M (-$62.1K)
Filed 2026-11-04
Leonard Rickey Investment Advisors P.L.L.C.
INCREASED
Shares2,955 from 2,884
Change+71 (+2%)
Value$1.1M (+$72.4K)
Filed 2026-10-29
Key FInancial Inc
INCREASED
Shares2,951 from 2,867
Change+84 (+3%)
Value$1.1M (+$76.7K)
Filed 2026-11-02
BlueChip Wealth Advisors LLC
INCREASED
Shares2,932 from 1,990
Change+942 (+47%)
Value$1.1M (+$371.0K)
Filed 2026-11-03
RED Lighthouse Investment Management, LLC
INCREASED
Shares2,929 from 2,928
Change+1 (+0%)
Value$1.1M (+$47.9K)
Filed 2026-11-02
First Premier Bank
DECREASED
Shares2,927 from 2,990
Change-63 (-2%)
Value$1.1K (+$26)
Filed 2026-10-13
Physician Wealth Advisors, Inc.
INCREASED
Shares2,926 from 2,667
Change+259 (+10%)
Value$1.1M (+$136.7K)
Filed 2026-10-20
PCG Asset Management, LLC
DECREASED
Shares2,923 from 3,991
Change-1,068 (-27%)
Value$1.1M (-$319.0K)
Filed 2026-11-05
Finivi Inc.
DECREASED
Shares2,919 from 2,943
Change-24 (-1%)
Value$1.0M (+$39.0K)
Filed 2026-10-13
West Paces Advisors Inc.
DECREASED
Shares2,918 from 2,969
Change-51 (-2%)
Value$1.0M (+$30.0K)
Filed 2026-10-13
Goldenstone Wealth Management LLC
DECREASED
Shares2,912 from 2,920
Change-8 (0%)
Value$1.0M (+$44.6K)
Filed 2026-11-04
Compass Financial Management LLC
INCREASED
Shares2,900 from 2,745
Change+155 (+6%)
Value$1.0M (+$68.8K)
Filed 2026-10-30
Five Oceans Advisors
DECREASED
Shares2,892 from 3,069
Change-177 (-6%)
Value$1.0M (-$13.8K)
Filed 2026-10-22
Align Financial, LLC
INCREASED
Shares2,890 from 2,875
Change+15 (+1%)
Value$1.0M (+$52.1K)
Filed 2026-10-16
ARS Wealth Advisors Group, LLC
INCREASED
Shares2,885 from 2,787
Change+98 (+4%)
Value$1.0M (+$80.5K)
Filed 2026-10-16
55 North Private Wealth, LLC
INCREASED
Shares2,881 from 2,716
Change+165 (+6%)
Value$1.0M (+$103.4K)
Filed 2026-10-20
Symmetry Partners, LLC
INCREASED
Shares2,873 from 1,431
Change+1,442 (+101%)
Value$1.0M (+$541.3K)
Filed 2026-10-27
Bria Capital Group, LLC
INCREASED
Shares2,871 from 2,755
Change+116 (+4%)
Value$1.0M (+$86.4K)
Filed 2026-10-22
Burke & Herbert Bank & Trust Co
INCREASED
Shares2,867 from 2,817
Change+50 (+2%)
Value$1.0M (+$63.7K)
Filed 2026-11-02
Chapin Davis, Inc.
DECREASED
Shares2,866 from 2,935
Change-69 (-2%)
Value$1.0M (+$23.1K)
Filed 2026-10-09
Cannon Advisors, Inc.
INCREASED
Shares2,851 from 2,820
Change+31 (+1%)
Value$1.1M (+$125.2K)
Filed 2026-10-14
Arlington Financial Advisors, LLC
INCREASED
Shares2,850 from 2,742
Change+108 (+4%)
Value$1.0M (+$83.3K)
Filed 2026-10-19
Blossom Wealth Management
INCREASED
Shares2,830 from 2,714
Change+116 (+4%)
Value$1.0M (+$85.8K)
Filed 2026-11-03
Hutchens & Kramer Investment Management Group, LLC
INCREASED
Shares2,829 from 2,708
Change+121 (+4%)
Value$1.0M (+$87.5K)
Filed 2026-10-16
Intrua Financial, LLC
DECREASED
Shares2,820 from 2,841
Change-21 (-1%)
Value$1.0M (+$38.9K)
Filed 2026-10-28
Brucke Financial, Inc.
DECREASED
Shares2,819 from 2,822
Change-3 (0%)
Value$1.0M (+$44.8K)
Filed 2026-10-23
Heritage Wealth Management, Inc.
DECREASED
Shares2,818 from 2,826
Change-8 (0%)
Value$1.0M (+$43.0K)
Filed 2026-10-28
Seek First Inc.
INCREASED
Shares2,815 from 2,811
Change+4 (+0%)
Value$1.0M (+$47.1K)
Filed 2026-10-27
Family Capital Management, Inc.
INCREASED
Shares2,812 from 2,638
Change+174 (+7%)
Value$1.0M (+$105.2K)
Filed 2026-11-03
Bank of New Hampshire
DECREASED
Shares2,810 from 2,857
Change-47 (-2%)
Value$1.0M (+$29.5K)
Filed 2026-10-06
Lord & Richards Wealth Management, LLC
DECREASED
Shares2,806 from 3,963
Change-1,157 (-29%)
Value$1.0M (-$351.4K)
Filed 2026-10-14
Persium Advisors, LLC
INCREASED
Shares2,796 from 2,648
Change+148 (+6%)
Value$1.0M (+$96.2K)
Filed 2026-10-07
Acorn Wealth Advisors, LLC
INCREASED
Shares2,796 from 2,711
Change+85 (+3%)
Value$1.0M (+$74.8K)
Filed 2026-10-19
Tandem Capital Management Corp
INCREASED
Shares2,777 from 2,757
Change+20 (+1%)
Value$997.9K (+$52.0K)
Filed 2026-10-22
Reflection Asset Management
UNCHANGED
Shares2,773 from 2,773
Change0 (0%)
Value$996.4K (+$45.0K)
Filed 2026-10-28
Cushing Capital Partners, LLC
INCREASED
Shares2,772 from 2,467
Change+305 (+12%)
Value$995.9K (+$149.5K)
Filed 2026-10-20
Samalin Investment Counsel, LLC
INCREASED
Shares2,752 from 2,748
Change+4 (+0%)
Value$988.7K (+$45.7K)
Filed 2026-10-23
Seven Mile Advisory
DECREASED
Shares2,747 from 2,789
Change-42 (-2%)
Value$987.1K (+$30.2K)
Filed 2026-10-22
MFA Wealth Advisors, LLC
INCREASED
Shares2,735 from 665
Change+2,070 (+311%)
Value$982.8K (+$754.7K)
Filed 2026-10-07
Gilpin Wealth Management, LLC
DECREASED
Shares2,732 from 2,745
Change-13 (0%)
Value$981.8K (+$39.9K)
Filed 2026-10-09
Allegheny Financial Group
DECREASED
Shares2,729 from 2,746
Change-17 (-1%)
Value$980.6K (+$38.4K)
Filed 2026-11-05
Washington Trust Bank
INCREASED
Shares2,725 from 2,682
Change+43 (+2%)
Value$979.2K (+$59.0K)
Filed 2026-11-03
Iams Wealth Management, LLC
INCREASED
Shares2,718 from 2,538
Change+180 (+7%)
Value$976.8K (+$105.9K)
Filed 2026-10-15
Lee Financial Co
INCREASED
Shares2,713 from 2,679
Change+34 (+1%)
Value$974.9K (+$55.7K)
Filed 2026-10-16
XY Planning Network, Inc.
INCREASED
Shares2,710 from 2,195
Change+515 (+23%)
Value$973.8K (+$220.7K)
Filed 2026-10-14
Warren Street Wealth Advisors, LLC
INCREASED
Shares2,710 from 2,652
Change+58 (+2%)
Value$973.6K (+$63.9K)
Filed 2026-11-04
Kelleher Financial Advisors
DECREASED
Shares2,697 from 4,449
Change-1,752 (-39%)
Value$969.1K (-$557.3K)
Filed 2026-10-30
Brandywine OAK Private Wealth LLC
UNCHANGED
Shares2,697 from 2,697
Change0 (0%)
Value$969.1K (+$43.8K)
Filed 2026-10-23
Yoffe Investment Management, LLC
UNCHANGED
Shares2,697 from 2,697
Change0 (0%)
Value$969.0K (+$43.8K)
Filed 2026-11-02
Walkner Condon Financial Advisors LLC
INCREASED
Shares2,690 from 2,519
Change+171 (+7%)
Value$966.7K (+$102.5K)
Filed 2026-11-02
Discipline Wealth Solutions, LLC
DECREASED
Shares2,686 from 2,789
Change-103 (-4%)
Value$965.3K (+$8.3K)
Filed 2026-10-14
Emerald Advisors, LLC
INCREASED
Shares2,677 from 2,645
Change+32 (+1%)
Value$961.9K (+$54.6K)
Filed 2026-10-13
Clear Wave Wealth Management LLC
INCREASED
Shares2,675 from 2,559
Change+116 (+5%)
Value$961.2K (+$83.2K)
Filed 2026-11-04
Tufton Capital Management
UNCHANGED
Shares2,674 from 2,674
Change0 (0%)
Value$960 (-$916.0K)
Filed 2026-10-20
Burford Brothers, Inc.
DECREASED
Shares2,670 from 2,789
Change-119 (-4%)
Value$959.5K (+$2.6K)
Filed 2026-10-21
ARS Investment Partners, LLC
UNCHANGED
Shares2,670 from 2,670
Change0 (0%)
Value$959.5K (+$43.4K)
Filed 2026-11-05
Bernardo Wealth Planning LLC
INCREASED
Shares2,668 from 1,182
Change+1,486 (+126%)
Value$958.7K (+$553.2K)
Filed 2026-10-23
Integrity Wealth Partners, LLC
NEW
Shares2,661
Change+2,661
Value$956.1K
Filed 2026-10-14
Riverwater Partners LLC
INCREASED
Shares2,653 from 2,608
Change+45 (+2%)
Value$953.3K (+$58.5K)
Filed 2026-11-03
EdgeRock Capital LLC
INCREASED
Shares2,650 from 2,532
Change+118 (+5%)
Value$952.1K (+$83.6K)
Filed 2026-11-03
Gratus Wealth Advisors, LLC
UNCHANGED
Shares2,647 from 2,647
Change0 (0%)
Value$951.2K (+$43.0K)
Filed 2026-10-26
Wedge Capital Management L L P
UNCHANGED
Shares2,644 from 2,644
Change0 (0%)
Value$950.1K (+$42.9K)
Filed 2026-10-13
Salvus Wealth Management, LLC
DECREASED
Shares2,635 from 2,676
Change-41 (-2%)
Value$946.8K (+$28.7K)
Filed 2026-10-13
Atala Financial Inc
UNCHANGED
Shares2,635 from 2,635
Change0 (0%)
Value$946.8K (+$42.8K)
Filed 2026-10-22
Vaughan David Investments LLC
DECREASED
Shares2,634 from 2,737
Change-103 (-4%)
Value$947 (-$938.1K)
Filed 2026-11-05
Greatmark Investment Partners, Inc.
INCREASED
Shares2,624 from 2,484
Change+140 (+6%)
Value$942.9K (+$90.6K)
Filed 2026-10-28
Total Clarity Wealth Management, Inc.
DECREASED
Shares2,621 from 2,727
Change-106 (-4%)
Value$941.8K (+$6.2K)
Filed 2026-10-26
Sunpointe, LLC
DECREASED
Shares2,617 from 3,064
Change-447 (-15%)
Value$940.4K (-$110.9K)
Filed 2026-10-22
Spartan Planning & Wealth Management
INCREASED
Shares2,614 from 1,636
Change+978 (+60%)
Value$939.3K (+$378.0K)
Filed 2026-10-13
Hamilton Capital, LLC
DECREASED
Shares2,604 from 2,626
Change-22 (-1%)
Value$935.9K (+$34.9K)
Filed 2026-10-08
AM Investment Strategies LLC
DECREASED
Shares2,581 from 2,701
Change-120 (-4%)
Value$927 ($0)
Filed 2026-11-05
Harbour Trust & Investment Management Co
UNCHANGED
Shares2,576 from 2,576
Change0 (0%)
Value$925.6K (+$41.8K)
Filed 2026-10-28
Primoris Wealth Advisors, LLC
UNCHANGED
Shares2,576 from 2,576
Change0 (0%)
Value$925.6K (+$41.8K)
Filed 2026-10-28
RAM Investment Partners, LLC
INCREASED
Shares2,573 from 2,529
Change+44 (+2%)
Value$924.7K (+$56.9K)
Filed 2026-10-21
Eagle Wealth Advisors LLC
INCREASED
Shares2,568 from 2,557
Change+11 (+0%)
Value$922.8K (+$45.5K)
Filed 2026-10-20
Power Wealth Management LLC
DECREASED
Shares2,557 from 2,569
Change-12 (0%)
Value$918.8K (+$37.4K)
Filed 2026-10-27
Investment Management Trust, LLC
INCREASED
Shares2,557 from 2,552
Change+5 (+0%)
Value$918.8K (+$43.1K)
Filed 2026-11-05
Veracity Capital LLC
INCREASED
Shares2,554 from 2,445
Change+109 (+4%)
Value$917.6K (+$78.9K)
Filed 2026-10-08
Midland Wealth Advisors, LLC
INCREASED
Shares2,547 from 2,453
Change+94 (+4%)
Value$915.2K (+$73.6K)
Filed 2026-10-26
Promethium Advisors,llc
DECREASED
Shares2,538 from 2,561
Change-23 (-1%)
Value$911.8K (+$33.3K)
Filed 2026-10-19
Castleview Partners, LLC
DECREASED
Shares2,530 from 3,609
Change-1,079 (-30%)
Value$909.1K (-$329.1K)
Filed 2026-10-09
Madson Wealth Advisors Inc
INCREASED
Shares2,529 from 2,521
Change+8 (+0%)
Value$908.8K (+$43.8K)
Filed 2026-10-13
Silver Grove Financial Group, Inc.
INCREASED
Shares2,524 from 2,278
Change+246 (+11%)
Value$907.0K (+$125.5K)
Filed 2026-11-05
Center for Financial Planning, Inc.
INCREASED
Shares2,523 from 2,035
Change+488 (+24%)
Value$906.8K (+$208.8K)
Filed 2026-10-26
Nadler Financial Group, Inc.
INCREASED
Shares2,511 from 2,451
Change+60 (+2%)
Value$902.2K (+$61.4K)
Filed 2026-10-23
Academy Capital Management
DECREASED
Shares2,504 from 2,519
Change-15 (-1%)
Value$899.8K (+$35.5K)
Filed 2026-11-05
Investment Advisory Services Inc
INCREASED
Shares2,499 from 2,371
Change+128 (+5%)
Value$897.8K (+$84.5K)
Filed 2026-10-27
Vilga Financial Planning LLC
DECREASED
Shares2,499 from 2,516
Change-17 (-1%)
Value$898.0K (+$34.8K)
Filed 2026-10-09
Oak Barrel Wealth Advisory LLC
INCREASED
Shares2,494 from 2,449
Change+45 (+2%)
Value$896.3K (+$56.2K)
Filed 2026-11-05
LVM Capital Management LTD
INCREASED
Shares2,493 from 2,357
Change+136 (+6%)
Value$895.8K (+$895.0K)
Filed 2026-10-20
Landmark Wealth Management, LLC
UNCHANGED
Shares2,485 from 2,485
Change0 (0%)
Value$892.9K (+$40.4K)
Filed 2026-11-03
Gradient Capital Advisors, LLC
DECREASED
Shares2,482 from 2,535
Change-53 (-2%)
Value$892.0K (+$22.2K)
Filed 2026-10-21
Legacy Wealth Asset Management, LLC
DECREASED
Shares2,479 from 6,411
Change-3,932 (-61%)
Value$890.8K (-$1.3M)
Filed 2026-10-09
Detalus Advisors, LLC
INCREASED
Shares2,479 from 2,478
Change+1 (+0%)
Value$890.9K (+$40.6K)
Filed 2026-10-15
Wealth Effects LLC
DECREASED
Shares2,476 from 3,226
Change-750 (-23%)
Value$889.9K (-$217.1K)
Filed 2026-10-23
Finward Bancorp
DECREASED
Shares2,470 from 2,525
Change-55 (-2%)
Value$887.5K (+$21.2K)
Filed 2026-10-14
Bosman Wealth Management, LLC
INCREASED
Shares2,466 from 600
Change+1,866 (+311%)
Value$886.1K (+$680.3K)
Filed 2026-10-28
Cap Partners, LLC
INCREASED
Shares2,466 from 2,456
Change+10 (+0%)
Value$886.0K (+$43.5K)
Filed 2026-10-19
BridgePort Financial Solutions, LLC
INCREASED
Shares2,463 from 2,396
Change+67 (+3%)
Value$885.0K (+$62.9K)
Filed 2026-11-02
TFB Advisors LLC
INCREASED
Shares2,463 from 2,427
Change+36 (+1%)
Value$885.0K (+$52.4K)
Filed 2026-11-02
Rainier Family Wealth Inc
DECREASED
Shares2,460 from 2,483
Change-23 (-1%)
Value$884.0K (+$32.1K)
Filed 2026-11-02
Stonebridge Financial Group, LLC
INCREASED
Shares2,459 from 2,339
Change+120 (+5%)
Value$883.6K (+$81.1K)
Filed 2026-10-01
Climber Capital SA
INCREASED
Shares2,447 from 690
Change+1,757 (+255%)
Value$833.7K (+$597.4K)
Filed 2026-10-20
Realta Investment Advisors
INCREASED
Shares2,444 from 2,265
Change+179 (+8%)
Value$878.3K (+$101.2K)
Filed 2026-10-14
Johnson Financial Group, LLC
DECREASED
Shares2,441 from 4,942
Change-2,501 (-51%)
Value$877.1K (-$818.4K)
Filed 2026-11-03
Wealth Dimensions Group, Ltd.
INCREASED
Shares2,441 from 2,111
Change+330 (+16%)
Value$877.0K (+$152.6K)
Filed 2026-11-02
Michels Family Financial, LLC
DECREASED
Shares2,440 from 2,518
Change-78 (-3%)
Value$876.6K (+$12.7K)
Filed 2026-11-02
BankChampaign, National Association
INCREASED
Shares2,437 from 654
Change+1,783 (+273%)
Value$875.7K (+$651.3K)
Filed 2026-10-19
KFG Wealth Management, LLC
DECREASED
Shares2,424 from 3,216
Change-792 (-25%)
Value$871.1K (-$232.2K)
Filed 2026-10-16
Missouri Trust & Investment Co
DECREASED
Shares2,420 from 2,501
Change-81 (-3%)
Value$869.2K (-$46.3K)
Filed 2026-11-04
MontVue Capital Management, Inc.
DECREASED
Shares2,417 from 2,817
Change-400 (-14%)
Value$868.5K (-$98.0K)
Filed 2026-10-19
Phillips Financial Management, LLC
INCREASED
Shares2,409 from 2,374
Change+35 (+1%)
Value$865.6K (+$51.1K)
Filed 2026-10-19
Ullmann Wealth Partners Group, LLC
INCREASED
Shares2,403 from 2,284
Change+119 (+5%)
Value$863.6K (+$79.8K)
Filed 2026-11-02
Torrey Growth & Income Advisors
INCREASED
Shares2,401 from 2,400
Change+1 (+0%)
Value$868.3K (+$44.3K)
Filed 2026-11-04
Metatron Capital Sicav plc - Metatron Long Term Equity Fund
UNCHANGED
Shares2,400 from 2,400
Change0 (0%)
Value$862.4K (+$39.0K)
Filed 2026-11-04
Cerro Pacific Wealth Advisors LLC
INCREASED
Shares2,395 from 2,343
Change+52 (+2%)
Value$860.5K (+$56.6K)
Filed 2026-10-22
Verity & Verity, LLC
DECREASED
Shares2,391 from 2,745
Change-354 (-13%)
Value$859.2K (-$82.5K)
Filed 2026-10-23
Entrewealth, LLC
INCREASED
Shares2,373 from 2,271
Change+102 (+4%)
Value$852.7K (+$11.4K)
Filed 2026-10-14
Exchange Bank
DECREASED
Shares2,364 from 2,409
Change-45 (-2%)
Value$849.5K (+$23.0K)
Filed 2026-10-07
Nabity-Jensen Investment Management Inc
INCREASED
Shares2,350 from 2,203
Change+147 (+7%)
Value$844.4K (+$88.6K)
Filed 2026-10-23
Sendero Wealth Management, LLC
DECREASED
Shares2,350 from 2,377
Change-27 (-1%)
Value$844.4K (+$28.9K)
Filed 2026-10-14
Hilton Head Capital Partners, LLC
DECREASED
Shares2,349 from 2,599
Change-250 (-10%)
Value$844.1K (-$47.6K)
Filed 2026-10-23
Walser Wealth Management Company, A Ltd Liability Co
INCREASED
Shares2,349 from 2,325
Change+24 (+1%)
Value$844.0K (+$46.4K)
Filed 2026-10-15
Matrix Trust Co
DECREASED
Shares2,342 from 2,406
Change-64 (-3%)
Value$842 (+$17)
Filed 2026-10-07
Mountain Pacific Investment Advisers LLC
INCREASED
Shares2,341 from 2,191
Change+150 (+7%)
Value$841.2K (+$89.5K)
Filed 2026-10-29
SeaBridge Investment Advisors LLC
INCREASED
Shares2,331 from 1,730
Change+601 (+35%)
Value$837.6K (+$244.1K)
Filed 2026-11-02
Worth Asset Management, LLC
INCREASED
Shares2,331 from 1,923
Change+408 (+21%)
Value$837.7K (+$177.9K)
Filed 2026-10-07
Foster Victor Wealth Advisors, LLC
INCREASED
Shares2,331 from 2,260
Change+71 (+3%)
Value$939.1K (+$134.6K)
Filed 2026-10-21
Endeavor Private Wealth, Inc.
DECREASED
Shares2,329 from 2,345
Change-16 (-1%)
Value$837.0K (+$32.6K)
Filed 2026-11-05
Westover Capital Advisors, LLC
INCREASED
Shares2,327 from 2,027
Change+300 (+15%)
Value$836.2K (+$140.7K)
Filed 2026-10-26
Latitude Advisors, LLC
INCREASED
Shares2,315 from 2,274
Change+41 (+2%)
Value$831.8K (+$51.8K)
Filed 2026-10-27
Apollon Financial, LLC
INCREASED
Shares2,311 from 2,256
Change+55 (+2%)
Value$830.4K (+$56.5K)
Filed 2026-10-23
Sage Capital Advisors,llc
DECREASED
Shares2,311 from 2,327
Change-16 (-1%)
Value$830.3K (+$31.9K)
Filed 2026-10-13
Laurel Wealth Advisors LLC
INCREASED
Shares2,305 from 2,036
Change+269 (+13%)
Value$828.3K (+$129.7K)
Filed 2026-10-27
Cahaba Wealth Management, Inc.
INCREASED
Shares2,303 from 2,271
Change+32 (+1%)
Value$827.5K (+$48.4K)
Filed 2026-10-26
St. Clair Advisors, LLC
DECREASED
Shares2,302 from 2,583
Change-281 (-11%)
Value$827.2K (-$59.0K)
Filed 2026-10-13
Cpwa, LLC
INCREASED
Shares2,300 from 2,268
Change+32 (+1%)
Value$895.2K (+$117.0K)
Filed 2026-11-04
Register Financial Advisors LLC
INCREASED
Shares2,293 from 2,285
Change+8 (+0%)
Value$823.8K (+$39.7K)
Filed 2026-10-23
Stockman Wealth Management, Inc.
DECREASED
Shares2,291 from 2,320
Change-29 (-1%)
Value$823.2K (+$27.3K)
Filed 2026-10-27
Fell Capital Management
UNCHANGED
Shares2,289 from 2,289
Change0 (0%)
Value$822.5K (+$37.2K)
Filed 2026-10-09
Cypress Point Wealth Management, LLC
INCREASED
Shares2,285 from 2,257
Change+28 (+1%)
Value$821.1K (+$46.8K)
Filed 2026-11-03
Evanson Financial, LLC
INCREASED
Shares2,282 from 2,006
Change+276 (+14%)
Value$819.9K (+$131.7K)
Filed 2026-10-23
James J. Burns & Company, LLC
DECREASED
Shares2,278 from 2,337
Change-59 (-3%)
Value$818.4K (+$16.9K)
Filed 2026-10-22
D.B. Root & Company, LLC
INCREASED
Shares2,255 from 2,230
Change+25 (+1%)
Value$810.3K (+$45.2K)
Filed 2026-11-04
Insight Wealth Strategies, LLC
INCREASED
Shares2,253 from 2,219
Change+34 (+2%)
Value$809.6K (+$30.5K)
Filed 2026-10-09
Private Client Services, LLC
DECREASED
Shares2,251 from 2,291
Change-40 (-2%)
Value$808.9K (+$22.9K)
Filed 2026-10-02
Armstrong Advisory Group, Inc
INCREASED
Shares2,244 from 2,236
Change+8 (+0%)
Value$806.3K (+$39.2K)
Filed 2026-10-09
GK Wealth Management LLC
DECREASED
Shares2,225 from 2,631
Change-406 (-15%)
Value$799.5K (-$103.3K)
Filed 2026-10-09
Innova Wealth Partners
INCREASED
Shares2,222 from 1,835
Change+387 (+21%)
Value$798.5K (+$168.9K)
Filed 2026-10-21
Yelin Lapidot Holdings Management Ltd.
INCREASED
Shares2,221 from 2,220
Change+1 (+0%)
Value$798.1K (+$36.4K)
Filed 2026-10-26
Total Wealth Planning & Management, Inc.
INCREASED
Shares2,208 from 2,188
Change+20 (+1%)
Value$793.4K (+$42.7K)
Filed 2026-10-23
Birinyi Associates Inc
DECREASED
Shares2,203 from 2,477
Change-274 (-11%)
Value$791 (-$849.2K)
Filed 2026-10-28
Veery Capital, LLC
UNCHANGED
Shares2,203 from 2,203
Change0 (0%)
Value$791.6K (+$35.8K)
Filed 2026-10-07
Piedmont Capital Management, LLC
UNCHANGED
Shares2,201 from 2,201
Change0 (0%)
Value$790.9K (+$35.7K)
Filed 2026-10-21
Financial Insights, Inc.
DECREASED
Shares2,188 from 2,255
Change-67 (-3%)
Value$786.2K (+$12.5K)
Filed 2026-10-27
ACT Wealth Management, LLC
DECREASED
Shares2,185 from 2,235
Change-50 (-2%)
Value$785.1K (+$18.3K)
Filed 2026-10-09
TFC Financial Management, Inc.
UNCHANGED
Shares2,184 from 2,184
Change0 (0%)
Value$784.6K (+$35.5K)
Filed 2026-10-26
Amplius Wealth Advisors, LLC
INCREASED
Shares2,179 from 1,637
Change+542 (+33%)
Value$783.2K (+$221.4K)
Filed 2026-10-20
Juno Financial Group LLC
INCREASED
Shares2,176 from 2,055
Change+121 (+6%)
Value$782.0K (+$76.9K)
Filed 2026-10-27
Narus Financial Partners, LLC
INCREASED
Shares2,175 from 2,103
Change+72 (+3%)
Value$781.5K (+$60.0K)
Filed 2026-10-19
Tennessee Valley Asset Management Partners
INCREASED
Shares2,168 from 2,164
Change+4 (+0%)
Value$779.1K (+$36.5K)
Filed 2026-11-03
Leonteq Securities AG
DECREASED
Shares2,162 from 9,415
Change-7,253 (-77%)
Value$776.9K (-$2.5M)
Filed 2026-10-29
Stronghold Wealth Management L.L.C.
DECREASED
Shares2,161 from 2,257
Change-96 (-4%)
Value$776.5K (+$2.2K)
Filed 2026-10-16
Fermata Advisors, LLC
INCREASED
Shares2,160 from 2,056
Change+104 (+5%)
Value$776.1K (+$70.8K)
Filed 2026-10-13
Fourpath Capital Management, LLC
DECREASED
Shares2,160 from 2,181
Change-21 (-1%)
Value$776.2K (+$27.9K)
Filed 2026-10-19
6th Street Advisors, LLC
UNCHANGED
Shares2,158 from 2,158
Change0 (0%)
Value$775.3K (+$35.1K)
Filed 2026-10-14
Well Done, LLC
DECREASED
Shares2,152 from 2,165
Change-13 (-1%)
Value$773.3K (+$30.5K)
Filed 2026-10-20
Encompass Wealth Advisors, LLC
INCREASED
Shares2,150 from 1,035
Change+1,115 (+108%)
Value$772.2K (+$416.9K)
Filed 2026-10-15
ARQ Wealth Advisors, LLC
INCREASED
Shares2,143 from 1,764
Change+379 (+21%)
Value$770.1K (+$146.6K)
Filed 2026-10-29
Fearless Solutions, LLC dba Best Invest
INCREASED
Shares2,143 from 2,139
Change+4 (+0%)
Value$770.0K (+$36.2K)
Filed 2026-10-14
Jeppson Wealth Management, LLC
DECREASED
Shares2,142 from 2,179
Change-37 (-2%)
Value$769.7K (+$22.1K)
Filed 2026-10-20
Monarch Capital Management Inc
UNCHANGED
Shares2,134 from 2,134
Change0 (0%)
Value$766.8K (+$34.7K)
Filed 2026-10-19
Fonville Wealth Management LLC
INCREASED
Shares2,133 from 1,804
Change+329 (+18%)
Value$766.6K (+$147.5K)
Filed 2026-10-28
Prota Financial, LLC
DECREASED
Shares2,133 from 2,175
Change-42 (-2%)
Value$767.6K (+$4.0K)
Filed 2026-10-08
High Net Worth Advisory Group LLC
DECREASED
Shares2,133 from 2,138
Change-5 (0%)
Value$766.6K (+$32.9K)
Filed 2026-10-26
Gilman Hill Asset Management, LLC
INCREASED
Shares2,130 from 1,993
Change+137 (+7%)
Value$765.3K (+$81.4K)
Filed 2026-10-13
Charter Capital Management, Llc\de
UNCHANGED
Shares2,125 from 2,125
Change0 (0%)
Value$763.6K (+$34.6K)
Filed 2026-10-28
Legacies Wealth LLC
INCREASED
Shares2,120 from 1,872
Change+248 (+13%)
Value$761.8K (+$119.5K)
Filed 2026-11-02
RVW Wealth, LLC
DECREASED
Shares2,120 from 2,188
Change-68 (-3%)
Value$761.8K (+$11.1K)
Filed 2026-10-06
Grey Fox Wealth Advisors, LLC
DECREASED
Shares2,118 from 2,215
Change-97 (-4%)
Value$761.1K (+$1.1K)
Filed 2026-11-03
Kellett Wealth Advisors, LLC
INCREASED
Shares2,114 from 2,068
Change+46 (+2%)
Value$759.6K (+$50.2K)
Filed 2026-10-15
LeConte Wealth Management, LLC
INCREASED
Shares2,113 from 1,882
Change+231 (+12%)
Value$759.3K (+$113.6K)
Filed 2026-10-20
Leo Wealth, LLC
NEW
Shares2,109
Change+2,109
Value$757.8K
Filed 2026-10-26
Tanager Wealth Management LLP
INCREASED
Shares2,109 from 1,849
Change+260 (+14%)
Value$757.8K (+$123.5K)
Filed 2026-10-19
Jnba Financial Advisors
INCREASED
Shares2,109 from 2,002
Change+107 (+5%)
Value$757.8K (+$71.0K)
Filed 2026-11-03
Deroy & Devereaux Private Investment Counsel Inc
INCREASED
Shares2,102 from 1,437
Change+665 (+46%)
Value$755 (-$492.2K)
Filed 2026-10-26
Mission Financial Group, LLC
INCREASED
Shares2,095 from 2,089
Change+6 (+0%)
Value$752.6K (+$35.8K)
Filed 2026-10-21
LexAurum Advisors, LLC
DECREASED
Shares2,087 from 2,167
Change-80 (-4%)
Value$750.1K (+$6.4K)
Filed 2026-10-19
J. Derek Lewis & Associates Inc.
INCREASED
Shares2,072 from 1,960
Change+112 (+6%)
Value$744.4K (+$71.9K)
Filed 2026-11-03
BXM Wealth LLC
DECREASED
Shares2,058 from 2,067
Change-9 (0%)
Value$739.6K (+$30.4K)
Filed 2026-11-03
Investmark Advisory Group LLC
INCREASED
Shares2,055 from 1,809
Change+246 (+14%)
Value$738.7K (+$118.2K)
Filed 2026-10-27
Invenio Wealth Partners LLC
INCREASED
Shares2,051 from 2,050
Change+1 (+0%)
Value$737.0K (+$33.7K)
Filed 2026-10-20
Financial Consulate, Inc
DECREASED
Shares2,040 from 2,250
Change-210 (-9%)
Value$733.0K (-$38.9K)
Filed 2026-10-23
Intergy Private Wealth, LLC
INCREASED
Shares2,039 from 1,959
Change+80 (+4%)
Value$732.7K (+$60.6K)
Filed 2026-10-16
Gemmer Asset Management LLC
DECREASED
Shares2,036 from 2,849
Change-813 (-29%)
Value$731.5K (-$245.9K)
Filed 2026-10-16
Westhampton Capital, LLC
DECREASED
Shares2,031 from 2,039
Change-8 (0%)
Value$729.8K (+$30.2K)
Filed 2026-10-30
American National Bank of Texas
DECREASED
Shares2,029 from 2,033
Change-4 (0%)
Value$729.1K (+$31.6K)
Filed 2026-10-07
Clear Retirement Advice LLC
INCREASED
Shares2,017 from 2,003
Change+14 (+1%)
Value$724.8K (+$37.6K)
Filed 2026-10-22
Kaizen Financial Strategies
DECREASED
Shares2,012 from 2,209
Change-197 (-9%)
Value$723.1K (-$52.5K)
Filed 2026-10-09
Ring Mountain Capital, LLC
UNCHANGED
Shares2,005 from 2,005
Change0 (0%)
Value$720.4K (+$32.6K)
Filed 2026-10-13
City State Bank
UNCHANGED
Shares2,004 from 2,004
Change0 (0%)
Value$720.1K (+$32.5K)
Filed 2026-10-20
Murphy, Middleton, Hinkle & Parker, Inc.
UNCHANGED
Shares2,004 from 2,004
Change0 (0%)
Value$720.1K (+$32.5K)
Filed 2026-10-15
Lodestar Private Asset Management LLC
DECREASED
Shares1,999 from 2,294
Change-295 (-13%)
Value$718.3K (-$68.7K)
Filed 2026-10-26
Cypress Financial Planning LLC
UNCHANGED
Shares1,998 from 1,998
Change0 (0%)
Value$718.0K (+$32.5K)
Filed 2026-10-09
High Point Wealth Management, LLC
INCREASED
Shares1,991 from 1,989
Change+2 (+0%)
Value$715.6K (+$33.1K)
Filed 2026-11-05
Smith Shellnut Wilson LLC
UNCHANGED
Shares1,991 from 1,991
Change0 (0%)
Value$715.4K (+$32.3K)
Filed 2026-10-21
Diversified Management Inc
INCREASED
Shares1,990 from 1,423
Change+567 (+40%)
Value$715.1K (+$226.9K)
Filed 2026-10-08
Peck Wealth Management, LLC
DECREASED
Shares1,988 from 2,003
Change-15 (-1%)
Value$714.3K (+$27.1K)
Filed 2026-10-29
Lincoln Capital LLC
UNCHANGED
Shares1,988 from 1,988
Change0 (0%)
Value$714.6K (+$32.5K)
Filed 2026-10-09
Global Strategic Investment Solutions, LLC
INCREASED
Shares1,985 from 1,957
Change+28 (+1%)
Value$713.4K (+$41.8K)
Filed 2026-10-16
Oregon Pacific Wealth Management, LLC
DECREASED
Shares1,979 from 2,214
Change-235 (-11%)
Value$711.1K (-$48.5K)
Filed 2026-10-20
Western Pacific Wealth Management, LP
UNCHANGED
Shares1,979 from 1,979
Change0 (0%)
Value$711.1K (+$32.1K)
Filed 2026-10-16
Defined Wealth Management, LLC
INCREASED
Shares1,977 from 1,909
Change+68 (+4%)
Value$710.4K (+$55.4K)
Filed 2026-10-19
Clarus Wealth Advisors
DECREASED
Shares1,972 from 2,103
Change-131 (-6%)
Value$760.3K (+$29.4K)
Filed 2026-10-13
Maple Capital Management, Inc.
INCREASED
Shares1,971 from 1,913
Change+58 (+3%)
Value$708.4K (+$51.9K)
Filed 2026-11-02
Cooper S Advisors, LLC
DECREASED
Shares1,969 from 1,992
Change-23 (-1%)
Value$707.6K (+$24.1K)
Filed 2026-11-03
Providence First Trust Co
NEW
Shares1,968
Change+1,968
Value$707.2K
Filed 2026-11-02
Presilium Private Wealth, LLC
INCREASED
Shares1,964 from 1,637
Change+327 (+20%)
Value$705.7K (+$144.1K)
Filed 2026-10-26
Coyle Financial Counsel LLC
DECREASED
Shares1,959 from 2,089
Change-130 (-6%)
Value$704.0K (-$12.7K)
Filed 2026-10-28
Berkshire Money Management, Inc.
NEW
Shares1,954
Change+1,954
Value$702.1K
Filed 2026-10-21
Precedent Wealth Partners, LLC
INCREASED
Shares1,954 from 1,704
Change+250 (+15%)
Value$702.1K (+$117.3K)
Filed 2026-10-21
Fulcrum Capital LLC
INCREASED
Shares1,952 from 1,863
Change+89 (+5%)
Value$701.5K (+$62.4K)
Filed 2026-10-15
Embree Financial Group
INCREASED
Shares1,946 from 1,792
Change+154 (+9%)
Value$699.4K (+$84.6K)
Filed 2026-10-22
Garde Capital, Inc.
INCREASED
Shares1,946 from 1,935
Change+11 (+1%)
Value$699.2K (+$35.4K)
Filed 2026-10-29
Financial Planning Hawaii, Inc.
DECREASED
Shares1,943 from 1,964
Change-21 (-1%)
Value$698.1K (+$24.1K)
Filed 2026-10-13
Hixon Zuercher, LLC
UNCHANGED
Shares1,941 from 1,941
Change0 (0%)
Value$697.5K (+$31.5K)
Filed 2026-10-13
Eagle Bay Advisors LLC
INCREASED
Shares1,939 from 1,712
Change+227 (+13%)
Value$696.7K (+$109.4K)
Filed 2026-10-16
Pullen Investment Management, LLC
INCREASED
Shares1,939 from 1,892
Change+47 (+2%)
Value$696.7K (+$47.6K)
Filed 2026-10-23
ERn Financial, LLC
INCREASED
Shares1,937 from 1,902
Change+35 (+2%)
Value$696.0K (+$43.5K)
Filed 2026-10-28
WealthSpring Partners, LLC
DECREASED
Shares1,929 from 2,023
Change-94 (-5%)
Value$693.2K (-$999)
Filed 2026-10-14
Motive Wealth Advisors
INCREASED
Shares1,927 from 1,868
Change+59 (+3%)
Value$692.4K (+$51.5K)
Filed 2026-10-26
Stevens Capital Partners
INCREASED
Shares1,925 from 1,624
Change+301 (+19%)
Value$691.9K (+$134.7K)
Filed 2026-10-29
Manske Wealth Management
DECREASED
Shares1,922 from 1,982
Change-60 (-3%)
Value$690.6K (+$10.6K)
Filed 2026-10-26
Diversified Portfolios, Inc.
INCREASED
Shares1,920 from 1,860
Change+60 (+3%)
Value$689.9K (+$51.8K)
Filed 2026-11-04
Hoxton Planning & Management, LLC
INCREASED
Shares1,916 from 1,905
Change+11 (+1%)
Value$688.5K (+$34.9K)
Filed 2026-10-15
Mowery & Schoenfeld Wealth Management, LLC
INCREASED
Shares1,915 from 1,913
Change+2 (+0%)
Value$688.2K (+$31.8K)
Filed 2026-10-28
Invested Advisors
INCREASED
Shares1,908 from 1,857
Change+51 (+3%)
Value$685.6K (+$48.5K)
Filed 2026-10-23
Abacus Planning Group, Inc.
INCREASED
Shares1,908 from 1,891
Change+17 (+1%)
Value$685.5K (+$36.8K)
Filed 2026-11-02
Mainsail Asset Management, LLC
DECREASED
Shares1,903 from 1,913
Change-10 (-1%)
Value$705.3K (+$19.3K)
Filed 2026-10-14
NovaPoint Capital, LLC
UNCHANGED
Shares1,899 from 1,899
Change0 (0%)
Value$682.2K (+$30.8K)
Filed 2026-10-22
LifeWealth Investments, LLC
INCREASED
Shares1,888 from 1,868
Change+20 (+1%)
Value$678.3K (+$37.4K)
Filed 2026-10-21
Ipsen Advisor Group LLC
DECREASED
Shares1,885 from 1,915
Change-30 (-2%)
Value$677.4K (+$20.3K)
Filed 2026-10-29
Legacy Financial Strategies, LLC
INCREASED
Shares1,875 from 1,756
Change+119 (+7%)
Value$673.6K (+$71.3K)
Filed 2026-10-15
Haven Private, LLC
DECREASED
Shares1,875 from 1,913
Change-38 (-2%)
Value$673.7K (+$17.4K)
Filed 2026-10-27
Warwick Investment Management, Inc.
DECREASED
Shares1,867 from 1,988
Change-121 (-6%)
Value$671.0K (-$11.2K)
Filed 2026-10-19
World Equity Group, Inc.
DECREASED
Shares1,866 from 3,906
Change-2,040 (-52%)
Value$670.6K (-$663.8K)
Filed 2026-10-14
Quad-Cities Investment Group, LLC
DECREASED
Shares1,865 from 1,873
Change-8 (0%)
Value$670.3K (+$27.8K)
Filed 2026-10-16
Canvas Wealth Advisors, LLC
INCREASED
Shares1,864 from 1,845
Change+19 (+1%)
Value$765.3K (+$132.2K)
Filed 2026-11-02
Verity Asset Management, Inc.
DECREASED
Shares1,860 from 1,932
Change-72 (-4%)
Value$668.4K (+$5.6K)
Filed 2026-10-30
Clark Wealth Partners
INCREASED
Shares1,856 from 318
Change+1,538 (+484%)
Value$666.9K (+$557.9K)
Filed 2026-10-19
McGuire Investment Group, LLC
UNCHANGED
Shares1,850 from 1,850
Change0 (0%)
Value$664.8K (+$30.0K)
Filed 2026-10-23
Lavelle Capital LP
UNCHANGED
Shares1,844 from 1,844
Change0 (0%)
Value$662.6K (+$30.0K)
Filed 2026-11-03
Vestor Capital, LLC
DECREASED
Shares1,841 from 208,800
Change-206,959 (-99%)
Value$106 (-$8.7K)
Filed 2026-11-04
Puff Wealth Management, LLC
DECREASED
Shares1,839 from 1,852
Change-13 (-1%)
Value$660.9K (+$25.7K)
Filed 2026-10-07
Clarus Group, Inc.
DECREASED
Shares1,835 from 2,549
Change-714 (-28%)
Value$659.5K (-$214.9K)
Filed 2026-10-21
Blodgett Wealth Advisors, LLC
UNCHANGED
Shares1,835 from 1,835
Change0 (0%)
Value$659.4K (+$29.8K)
Filed 2026-10-23
Grant Street Asset Management, Inc.
DECREASED
Shares1,830 from 1,861
Change-31 (-2%)
Value$657.6K (+$19.1K)
Filed 2026-10-26
Arch Global Advisors, LLC
INCREASED
Shares1,821 from 1,806
Change+15 (+1%)
Value$654.4K (+$34.7K)
Filed 2026-10-23
Freedom Day Solutions, LLC
INCREASED
Shares1,819 from 1,455
Change+364 (+25%)
Value$653.8K (+$154.4K)
Filed 2026-10-20
Hardworking Capital Advisors, LLC
DECREASED
Shares1,816 from 1,842
Change-26 (-1%)
Value$652.6K (+$20.6K)
Filed 2026-10-20
Birch Financial Group, LLC
DECREASED
Shares1,809 from 1,875
Change-66 (-4%)
Value$650.0K (+$6.8K)
Filed 2026-10-27
Owl Creek Wealth Partners LLC
DECREASED
Shares1,800 from 1,804
Change-4 (0%)
Value$646.6K (+$27.9K)
Filed 2026-10-20
GEM Asset Management, LLC
UNCHANGED
Shares1,793 from 1,793
Change0 (0%)
Value$644.3K (+$29.1K)
Filed 2026-10-13
Obsidian CIO, LLC
INCREASED
Shares1,791 from 1,656
Change+135 (+8%)
Value$643.5K (+$75.4K)
Filed 2026-11-05
Teza Capital Management LLC
NEW
Shares1,790
Change+1,790
Value$643.2K
Filed 2026-10-23
Centennial Wealth Advisory LLC
INCREASED
Shares1,789 from 1,633
Change+156 (+10%)
Value$643.7K (+$83.3K)
Filed 2026-10-16
Seamount Financial Group Inc
UNCHANGED
Shares1,784 from 1,784
Change0 (0%)
Value$640.9K (+$29.0K)
Filed 2026-10-21
AMG Asset Management Group, Inc.
DECREASED
Shares1,782 from 2,711
Change-929 (-34%)
Value$640.3K (-$289.8K)
Filed 2026-10-21
Carrera Capital Advisors
INCREASED
Shares1,781 from 1,740
Change+41 (+2%)
Value$640.0K (+$42.8K)
Filed 2026-11-03
Trail Ridge Investment Advisors, LLC
DECREASED
Shares1,775 from 1,779
Change-4 (0%)
Value$637.8K (+$27.5K)
Filed 2026-10-16
Firethorn Wealth Partners, LLC
DECREASED
Shares1,768 from 1,800
Change-32 (-2%)
Value$635.5K (+$17.8K)
Filed 2026-10-14
Rosenberg Matthew Hamilton
UNCHANGED
Shares1,767 from 1,767
Change0 (0%)
Value$634.9K (+$28.7K)
Filed 2026-10-05
Global Financial Private Client, LLC
INCREASED
Shares1,765 from 1,704
Change+61 (+4%)
Value$634.2K (+$49.6K)
Filed 2026-10-15
Princeton Capital Management LLC
DECREASED
Shares1,764 from 2,108
Change-344 (-16%)
Value$634.0K (-$89.4K)
Filed 2026-10-27
Powers Advisory Group, LLC
INCREASED
Shares1,764 from 1,622
Change+142 (+9%)
Value$633.9K (+$77.4K)
Filed 2026-10-14
Luts & Greenleigh Group, Inc.
INCREASED
Shares1,762 from 1,676
Change+86 (+5%)
Value$633.2K (+$58.2K)
Filed 2026-11-05
BCS Wealth Management
DECREASED
Shares1,754 from 1,965
Change-211 (-11%)
Value$630.3K (-$43.9K)
Filed 2026-11-03
Livet Wealth, LLC
DECREASED
Shares1,750 from 1,811
Change-61 (-3%)
Value$628.8K (+$7.5K)
Filed 2026-10-27
Vaquero Private Wealth, LTD
UNCHANGED
Shares1,743 from 1,743
Change0 (0%)
Value$626.3K (+$28.3K)
Filed 2026-10-27
Flagship Wealth Advisors, LLC
INCREASED
Shares1,740 from 1,700
Change+40 (+2%)
Value$625.2K (+$42.0K)
Filed 2026-11-03
BNC Wealth Management, LLC
UNCHANGED
Shares1,736 from 1,736
Change0 (0%)
Value$623.8K (+$28.2K)
Filed 2026-10-19
M. Kraus & Co
DECREASED
Shares1,731 from 1,741
Change-10 (-1%)
Value$621.9K (+$24.7K)
Filed 2026-10-20
Clear Point Advisors Inc.
INCREASED
Shares1,725 from 1,723
Change+2 (+0%)
Value$619.8K (+$28.6K)
Filed 2026-10-30
Eagle Wealth Strategies LLC
DECREASED
Shares1,720 from 1,750
Change-30 (-2%)
Value$617.9K (+$17.7K)
Filed 2026-10-20
Sweeney & Michel, LLC
INCREASED
Shares1,717 from 1,641
Change+76 (+5%)
Value$616.8K (+$22.0K)
Filed 2026-10-16
Morey & Quinn Wealth Partners, LLC
UNCHANGED
Shares1,717 from 1,717
Change0 (0%)
Value$617.0K (+$27.9K)
Filed 2026-10-28
Avail Investment Partners, LLC
INCREASED
Shares1,711 from 1,692
Change+19 (+1%)
Value$614.8K (+$34.3K)
Filed 2026-10-16
Geneva Partners, LLC
INCREASED
Shares1,709 from 1,317
Change+392 (+30%)
Value$613.9K (+$162.0K)
Filed 2026-10-26
SBK Financial, Inc.
UNCHANGED
Shares1,702 from 1,702
Change0 (0%)
Value$611.6K (+$27.6K)
Filed 2026-11-02
Evolution Wealth Advisors, LLC
INCREASED
Shares1,695 from 820
Change+875 (+107%)
Value$609.1K (+$327.8K)
Filed 2026-11-03
Tactive Advisors, LLC
DECREASED
Shares1,694 from 1,819
Change-125 (-7%)
Value$608.7K (-$15.3K)
Filed 2026-10-08
Wiser Wealth Management, Inc
DECREASED
Shares1,694 from 1,704
Change-10 (-1%)
Value$608.7K (+$24.1K)
Filed 2026-10-14
Redwood Financial Network Corp
DECREASED
Shares1,691 from 1,719
Change-28 (-2%)
Value$607.7K (+$18.0K)
Filed 2026-11-03
Financial Solutions Advisory Group, Inc.
INCREASED
Shares1,667 from 1,659
Change+8 (+0%)
Value$671.0K (+$93.3K)
Filed 2026-10-28
Yoder Wealth Management, Inc.
INCREASED
Shares1,664 from 1,629
Change+35 (+2%)
Value$597.9K (+$39.0K)
Filed 2026-10-13
Investment Management Corp
INCREASED
Shares1,663 from 1,549
Change+114 (+7%)
Value$597.7K (+$66.5K)
Filed 2026-11-03
AWM Capital, LLC
INCREASED
Shares1,662 from 1,167
Change+495 (+42%)
Value$597.3K (+$197.0K)
Filed 2026-10-16
Fortitude Advisory Group L.L.C.
DECREASED
Shares1,658 from 1,711
Change-53 (-3%)
Value$595.8K (+$8.7K)
Filed 2026-10-15
Frederick Financial Consultants, LLC
INCREASED
Shares1,655 from 992
Change+663 (+67%)
Value$594.8K (+$254.6K)
Filed 2026-10-29
Allen Wealth Management, LLC
DECREASED
Shares1,647 from 2,272
Change-625 (-28%)
Value$591.8K (-$187.7K)
Filed 2026-10-29
River Street Advisors LLC
DECREASED
Shares1,647 from 1,752
Change-105 (-6%)
Value$591.8K (-$9.3K)
Filed 2026-10-22
Montis Financial, LLC
INCREASED
Shares1,645 from 1,640
Change+5 (+0%)
Value$591.0K (+$28.2K)
Filed 2026-11-04
Prescott Group Capital Management, L.L.C.
UNCHANGED
Shares1,645 from 1,645
Change0 (0%)
Value$591.1K (+$26.7K)
Filed 2026-10-30
Investment Planning Advisors, Inc.
INCREASED
Shares1,642 from 1,371
Change+271 (+20%)
Value$590.2K (+$119.7K)
Filed 2026-10-14
Cairn Investment Group, Inc.
UNCHANGED
Shares1,640 from 1,640
Change0 (0%)
Value$589 (-$562.4K)
Filed 2026-11-04
First Interstate Bank
INCREASED
Shares1,635 from 1,612
Change+23 (+1%)
Value$587.5K (+$34.4K)
Filed 2026-10-23
AJ Advisors, LLC
INCREASED
Shares1,631 from 1,624
Change+7 (+0%)
Value$586.0K (+$28.8K)
Filed 2026-10-29
Destiny Wealth Partners, LLC
INCREASED
Shares1,627 from 1,222
Change+405 (+33%)
Value$692.5K (+$245.0K)
Filed 2026-11-05
Wise Wealth Partners
INCREASED
Shares1,622 from 1,594
Change+28 (+2%)
Value$582.7K (+$35.9K)
Filed 2026-10-14
Insight Advisors, LLC/ PA
DECREASED
Shares1,621 from 1,826
Change-205 (-11%)
Value$582.9K (-$43.6K)
Filed 2026-10-22
MBE Wealth Management, LLC
DECREASED
Shares1,619 from 1,656
Change-37 (-2%)
Value$581.8K (+$13.5K)
Filed 2026-10-26
Parthenon LLC
UNCHANGED
Shares1,617 from 1,617
Change0 (0%)
Value$581.0K (+$26.3K)
Filed 2026-10-22
TMB Capital Partners, LLC
DECREASED
Shares1,616 from 1,639
Change-23 (-1%)
Value$580.7K (+$18.4K)
Filed 2026-10-20
Pacific Excel Wealth Advisors, Inc.
DECREASED
Shares1,615 from 3,565
Change-1,950 (-55%)
Value$586.4K (-$636.6K)
Filed 2026-10-27
Aletheian Wealth Advisors LLC
DECREASED
Shares1,615 from 1,674
Change-59 (-4%)
Value$580.3K (+$6.0K)
Filed 2026-10-08
Baring Financial LLC
INCREASED
Shares1,612 from 1,580
Change+32 (+2%)
Value$579.2K (+$37.0K)
Filed 2026-10-07
Redhawk Wealth Advisors, Inc.
DECREASED
Shares1,608 from 1,639
Change-31 (-2%)
Value$577.7K (+$15.2K)
Filed 2026-10-14
Avion Wealth
INCREASED
Shares1,606 from 1,578
Change+28 (+2%)
Value$577 (-$540.4K)
Filed 2026-11-04
Reyes Financial Architecture, Inc.
INCREASED
Shares1,605 from 1,395
Change+210 (+15%)
Value$576.7K (+$98.2K)
Filed 2026-10-22
Hall Laurie J Trustee
DECREASED
Shares1,602 from 1,621
Change-19 (-1%)
Value$575.6K (+$19.5K)
Filed 2026-10-06
Fulcrum Wealth Advisors, LLC
DECREASED
Shares1,595 from 1,680
Change-85 (-5%)
Value$573.2K (-$3.1K)
Filed 2026-10-16
Wilkerson Advisory Group LLC
INCREASED
Shares1,594 from 1,584
Change+10 (+1%)
Value$572.6K (+$29.0K)
Filed 2026-10-20
WestHill Financial Advisors, Inc.
INCREASED
Shares1,594 from 1,593
Change+1 (+0%)
Value$572.7K (+$26.2K)
Filed 2026-10-14
Future Financial Wealth Managment LLC
DECREASED
Shares1,593 from 1,601
Change-8 (0%)
Value$572.4K (+$9.5K)
Filed 2026-10-15
Rydar Equities, Inc.
INCREASED
Shares1,593 from 1,590
Change+3 (+0%)
Value$592.8K (+$24.2K)
Filed 2026-10-13
FDx Advisors, Inc.
DECREASED
Shares1,590 from 1,595
Change-5 (0%)
Value$571 (-$546.4K)
Filed 2026-11-05
San Luis Wealth Advisors LLC
DECREASED
Shares1,589 from 17,750
Change-16,161 (-91%)
Value$571.1K (-$5.5M)
Filed 2026-10-27
Park Capital Management, LLC / WI
INCREASED
Shares1,589 from 1,467
Change+122 (+8%)
Value$571.0K (+$67.7K)
Filed 2026-10-13
Alliance Wealth Management Group
INCREASED
Shares1,586 from 1,366
Change+220 (+16%)
Value$569.9K (+$101.2K)
Filed 2026-10-29
Salomon & Ludwin, LLC
INCREASED
Shares1,586 from 1,559
Change+27 (+2%)
Value$569.9K (+$22.6K)
Filed 2026-10-29
Sippican Capital Advisors
UNCHANGED
Shares1,580 from 1,580
Change0 (0%)
Value$567.7K (+$25.7K)
Filed 2026-10-23
Planned Solutions, Inc.
DECREASED
Shares1,576 from 1,585
Change-9 (-1%)
Value$566.2K (+$22.5K)
Filed 2026-10-19
Guardian Partners Inc.
DECREASED
Shares1,575 from 1,945
Change-370 (-19%)
Value$565.9K (-$101.4K)
Filed 2026-10-21
Main Street Group, LTD
INCREASED
Shares1,572 from 1,522
Change+50 (+3%)
Value$564.7K (+$42.6K)
Filed 2026-10-28
Investors Research Corp
DECREASED
Shares1,568 from 1,595
Change-27 (-2%)
Value$563.4K (+$16.2K)
Filed 2026-10-07
Arsenal Capital Advisors LLC
INCREASED
Shares1,565 from 1,549
Change+16 (+1%)
Value$562.5K (+$31.0K)
Filed 2026-11-02
Sunbeam Capital Management, LLC
DECREASED
Shares1,559 from 1,922
Change-363 (-19%)
Value$560.4K (-$99.0K)
Filed 2026-11-05
Abacus Wealth Partners, LLC
INCREASED
Shares1,556 from 1,540
Change+16 (+1%)
Value$559.1K (+$30.8K)
Filed 2026-11-03
First City Capital Management, Inc.
INCREASED
Shares1,554 from 1,453
Change+101 (+7%)
Value$558.3K (+$59.6K)
Filed 2026-10-27
Hudock, Inc.
DECREASED
Shares1,552 from 1,892
Change-340 (-18%)
Value$557.9K (-$91.5K)
Filed 2026-10-14
Cambridge Financial Group, LLC
UNCHANGED
Shares1,547 from 1,547
Change0 (0%)
Value$530.9K ($0)
Filed 2026-10-06
Peoples Financial Services Corp.
DECREASED
Shares1,539 from 1,596
Change-57 (-4%)
Value$553.0K (+$5.4K)
Filed 2026-10-20
Marathon Capital Management
INCREASED
Shares1,533 from 1,512
Change+21 (+1%)
Value$550.9K (+$32.1K)
Filed 2026-10-23
TrustBank
DECREASED
Shares1,528 from 1,566
Change-38 (-2%)
Value$549.1K (+$11.8K)
Filed 2026-10-20
Spectrum Planning & Advisory Services Inc.
INCREASED
Shares1,519 from 1,342
Change+177 (+13%)
Value$545.8K (+$85.3K)
Filed 2026-11-05
Convergence Investment Partners, LLC
INCREASED
Shares1,518 from 1,501
Change+17 (+1%)
Value$545.4K (+$30.5K)
Filed 2026-10-28
Cogent Strategic Wealth LLC
DECREASED
Shares1,516 from 1,532
Change-16 (-1%)
Value$544.7K (+$19.1K)
Filed 2026-10-22
Acorn Creek Capital LLC
DECREASED
Shares1,513 from 1,625
Change-112 (-7%)
Value$543.8K (-$13.9K)
Filed 2026-11-05
Hyposwiss Advisors SA
UNCHANGED
Shares1,513 from 1,513
Change0 (0%)
Value$543.7K (+$24.6K)
Filed 2026-10-26
Jeter Robert S II
NEW
Shares1,512
Change+1,512
Value$598.7K
Filed 2026-10-16
Sulzberger Capital Advisors, Inc.
INCREASED
Shares1,511 from 1,317
Change+194 (+15%)
Value$542.9K (+$91.1K)
Filed 2026-10-20
Randall & Associates Wealth Management
INCREASED
Shares1,509 from 1,176
Change+333 (+28%)
Value$542.2K (+$138.8K)
Filed 2026-10-20
Westside Investment Management, Inc.
INCREASED
Shares1,505 from 1,467
Change+38 (+3%)
Value$541.8K (+$38.5K)
Filed 2026-11-02
Mosley Wealth Management
INCREASED
Shares1,502 from 1,369
Change+133 (+10%)
Value$600.3K (+$130.4K)
Filed 2026-10-16
Rakuten Securities, Inc.
INCREASED
Shares1,501 from 697
Change+804 (+115%)
Value$539.4K (+$300.2K)
Filed 2026-11-02
Womack Financial LLC
UNCHANGED
Shares1,499 from 1,499
Change0 (0%)
Value$538.6K (+$24.3K)
Filed 2026-10-14
Insight Inv LLC
UNCHANGED
Shares1,495 from 1,495
Change0 (0%)
Value$537.2K (+$24.3K)
Filed 2026-10-27
First Business Financial Services, Inc.
INCREASED
Shares1,494 from 1,374
Change+120 (+9%)
Value$536.8K (+$65.4K)
Filed 2026-10-29
Richard P Slaughter Associates Inc
INCREASED
Shares1,491 from 1,197
Change+294 (+25%)
Value$535.9K (+$125.2K)
Filed 2026-10-13
Scissortail Wealth Management, LLC
INCREASED
Shares1,491 from 1,382
Change+109 (+8%)
Value$535.9K (+$61.6K)
Filed 2026-11-03
Long Road Investment Counsel, LLC
UNCHANGED
Shares1,487 from 1,487
Change0 (0%)
Value$534.3K (+$24.1K)
Filed 2026-11-04
National Wealth Management Group, LLC
DECREASED
Shares1,486 from 1,775
Change-289 (-16%)
Value$534.0K (-$74.9K)
Filed 2026-10-26
Wynn Capital, LLC
INCREASED
Shares1,486 from 1,411
Change+75 (+5%)
Value$534.0K (+$49.9K)
Filed 2026-10-13
Verde Capital Management
DECREASED
Shares1,477 from 4,441
Change-2,964 (-67%)
Value$531.0K (-$992.9K)
Filed 2026-10-28
Advisors Management Group Inc
DECREASED
Shares1,477 from 1,480
Change-3 (0%)
Value$530 (-$506.5K)
Filed 2026-11-05
Enzi Wealth
INCREASED
Shares1,474 from 814
Change+660 (+81%)
Value$584.0K (+$294.1K)
Filed 2026-10-14
Greenup Street Wealth Management LLC
DECREASED
Shares1,471 from 14,418
Change-12,947 (-90%)
Value$528.6K (-$4.4M)
Filed 2026-10-28
KWB Wealth
DECREASED
Shares1,470 from 1,488
Change-18 (-1%)
Value$528.2K (+$17.7K)
Filed 2026-10-16
Cherrydale Wealth Management, LLC
INCREASED
Shares1,467 from 1,461
Change+6 (+0%)
Value$527.6K (+$26.2K)
Filed 2026-10-20
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares1,464 from 1,560
Change-96 (-6%)
Value$526.4K (-$8.7K)
Filed 2026-10-14
Studio Investment Management LLC
DECREASED
Shares1,461 from 1,572
Change-111 (-7%)
Value$525.0K (-$14.4K)
Filed 2026-10-22
Heffernan Advisory, Inc
INCREASED
Shares1,458 from 1,041
Change+417 (+40%)
Value$523.9K (+$166.7K)
Filed 2026-10-13
Pioneer Family Office, LLC
UNCHANGED
Shares1,450 from 1,450
Change0 (0%)
Value$521.0K (+$23.5K)
Filed 2026-10-30
Peddock Capital Advisors, LLC
DECREASED
Shares1,445 from 1,465
Change-20 (-1%)
Value$519.4K (+$16.6K)
Filed 2026-10-16
Community Bank & Trust, Waco, Texas
DECREASED
Shares1,441 from 1,471
Change-30 (-2%)
Value$518 (-$504.5K)
Filed 2026-10-19
MFA Wealth Services
DECREASED
Shares1,437 from 1,578
Change-141 (-9%)
Value$516.3K (-$25.2K)
Filed 2026-10-14
UMB Private Wealth Management, LLC
NEW
Shares1,436
Change+1,436
Value$516.0K
Filed 2026-10-19
Austin Asset Management Co Inc
DECREASED
Shares1,436 from 1,546
Change-110 (-7%)
Value$516.0K (-$14.4K)
Filed 2026-10-29
Members Wealth LLC
DECREASED
Shares1,435 from 1,496
Change-61 (-4%)
Value$533.8K (+$20.5K)
Filed 2026-10-20
Bell Investment Advisors, Inc
INCREASED
Shares1,434 from 1,398
Change+36 (+3%)
Value$515.3K (+$35.6K)
Filed 2026-10-29
M.E. Allison & Co., Inc.
DECREASED
Shares1,432 from 1,461
Change-29 (-2%)
Value$514.4K (+$13.4K)
Filed 2026-10-09
Sutton Place Investors LLC
INCREASED
Shares1,430 from 1,384
Change+46 (+3%)
Value$513.8K (+$39.0K)
Filed 2026-10-20
Syntax Research, Inc.
INCREASED
Shares1,425 from 1,424
Change+1 (+0%)
Value$512.1K (+$23.6K)
Filed 2026-11-04
Probity Advisors, Inc.
DECREASED
Shares1,423 from 1,430
Change-7 (0%)
Value$511.3K (+$20.7K)
Filed 2026-10-23
Evansbrook LLC
INCREASED
Shares1,419 from 1,308
Change+111 (+8%)
Value$510.0K (+$61.2K)
Filed 2026-10-16
Echo45 Advisors LLC
INCREASED
Shares1,417 from 1,317
Change+100 (+8%)
Value$509.1K (+$57.2K)
Filed 2026-10-07
J.M. Arbour, LLC
INCREASED
Shares1,411 from 1,370
Change+41 (+3%)
Value$507.0K (+$37.0K)
Filed 2026-11-05
Corps Capital Advisors, LLC
UNCHANGED
Shares1,411 from 1,411
Change0 (0%)
Value$507.0K (+$22.9K)
Filed 2026-11-05
Collective Family Office LLC
DECREASED
Shares1,410 from 1,474
Change-64 (-4%)
Value$506.7K (+$940)
Filed 2026-10-05
C2c Wealth Management, LLC
UNCHANGED
Shares1,402 from 1,402
Change0 (0%)
Value$503.8K (+$22.8K)
Filed 2026-10-20
GSG Advisors LLC
INCREASED
Shares1,399 from 1,220
Change+179 (+15%)
Value$502.7K (+$84.1K)
Filed 2026-11-03
Quantum Financial Partners LLC
INCREASED
Shares1,392 from 1,245
Change+147 (+12%)
Value$500.1K (+$72.8K)
Filed 2026-10-19
Baker Boyer National Bank
INCREASED
Shares1,380 from 1,360
Change+20 (+1%)
Value$495.9K (+$29.3K)
Filed 2026-11-05
Independent Investors Inc
UNCHANGED
Shares1,380 from 1,380
Change0 (0%)
Value$495.9K (+$22.4K)
Filed 2026-10-30
Copper Harbor Investment Advisors, LLC
DECREASED
Shares1,375 from 1,417
Change-42 (-3%)
Value$494.1K (+$7.9K)
Filed 2026-10-16
MBM Wealth Consultants, LLC
DECREASED
Shares1,375 from 1,388
Change-13 (-1%)
Value$494.1K (+$17.9K)
Filed 2026-10-20
Rede Wealth, LLC
INCREASED
Shares1,372 from 1,297
Change+75 (+6%)
Value$492.9K (+$48.1K)
Filed 2026-10-22
Blume Capital Management, Inc.
UNCHANGED
Shares1,371 from 1,371
Change0 (0%)
Value$492.5K (+$22.3K)
Filed 2026-10-26
Schwartz Investment Counsel Inc
DECREASED
Shares1,370 from 1,470
Change-100 (-7%)
Value$492.3K (-$12.1K)
Filed 2026-10-26
Financial Perspectives, Inc
INCREASED
Shares1,369 from 1,368
Change+1 (+0%)
Value$491.7K (+$22.2K)
Filed 2026-11-03
Langley Wealth Management, LLC
DECREASED
Shares1,364 from 1,408
Change-44 (-3%)
Value$490.0K (+$7.0K)
Filed 2026-11-04
Ellis Investment Partners, LLC
INCREASED
Shares1,363 from 1,335
Change+28 (+2%)
Value$489.9K (+$31.9K)
Filed 2026-10-21
Sterling Group Wealth Management, LLC
UNCHANGED
Shares1,361 from 1,361
Change0 (0%)
Value$489.0K (+$22.1K)
Filed 2026-11-03
Parr Mcknight Wealth Management Group, LLC
DECREASED
Shares1,360 from 1,482
Change-122 (-8%)
Value$488.7K (-$19.8K)
Filed 2026-10-30
Ballast Rock Private Wealth LLC
INCREASED
Shares1,358 from 1,357
Change+1 (+0%)
Value$487.8K (+$22.1K)
Filed 2026-10-26
Syverson Strege & Co
INCREASED
Shares1,357 from 1,320
Change+37 (+3%)
Value$487.6K (+$34.7K)
Filed 2026-11-02
Signature Equity Partners, LLC
INCREASED
Shares1,356 from 1,153
Change+203 (+18%)
Value$487.2K (+$91.5K)
Filed 2026-10-29
Wagner Wealth Management, LLC
DECREASED
Shares1,355 from 1,376
Change-21 (-2%)
Value$486.9K (+$14.8K)
Filed 2026-10-21
TSA Wealth Managment LLC
INCREASED
Shares1,350 from 1,221
Change+129 (+11%)
Value$485.1K (+$66.2K)
Filed 2026-10-22
Financial Council, LLC
UNCHANGED
Shares1,347 from 1,347
Change0 (0%)
Value$484.0K (+$21.9K)
Filed 2026-11-02
Turning Point Benefit Group, Inc.
DECREASED
Shares1,346 from 1,365
Change-19 (-1%)
Value$484.4K (+$15.0K)
Filed 2026-10-28
Keyes, Stange & Wooten Wealth Management, LLC
DECREASED
Shares1,338 from 1,383
Change-45 (-3%)
Value$480.8K (+$6.3K)
Filed 2026-11-03
Arkfeld Wealth Strategies, L.L.C.
DECREASED
Shares1,338 from 1,340
Change-2 (0%)
Value$497.7K (+$18.9K)
Filed 2026-10-19
Box Hill Private Wealth LLC
DECREASED
Shares1,336 from 1,413
Change-77 (-5%)
Value$480.2K (-$4.7K)
Filed 2026-10-05
Rise Advisors, LLC
DECREASED
Shares1,335 from 1,341
Change-6 (0%)
Value$479.6K (+$19.6K)
Filed 2026-10-16
Gibson Capital, LLC
DECREASED
Shares1,328 from 1,368
Change-40 (-3%)
Value$477.2K (+$7.8K)
Filed 2026-10-23
LJI Wealth Management, LLC
DECREASED
Shares1,314 from 1,647
Change-333 (-20%)
Value$472.2K (-$92.9K)
Filed 2026-10-28
Artemis Wealth Advisors, LLC
UNCHANGED
Shares1,309 from 1,309
Change0 (0%)
Value$470.4K (+$21.3K)
Filed 2026-11-05
State of Wyoming
DECREASED
Shares1,305 from 2,355
Change-1,050 (-45%)
Value$468.9K (-$339.1K)
Filed 2026-10-28
Quartz Partners, LLC
INCREASED
Shares1,303 from 1,236
Change+67 (+5%)
Value$468.2K (+$44.1K)
Filed 2026-11-03
BNB Wealth Management, LLC
UNCHANGED
Shares1,300 from 1,300
Change0 (0%)
Value$467.1K (+$21.1K)
Filed 2026-10-28
Alpine Bank Wealth Management
INCREASED
Shares1,298 from 1,206
Change+92 (+8%)
Value$466.4K (+$52.6K)
Filed 2026-10-16
CLG LLC
INCREASED
Shares1,297 from 1,239
Change+58 (+5%)
Value$466.2K (+$41.0K)
Filed 2026-10-13
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares1,295 from 1,295
Change0 (0%)
Value$444.4K ($0)
Filed 2026-11-03
N10 Wealth, LLC
NEW
Shares1,290
Change+1,290
Value$463.5K
Filed 2026-10-14
Guardian Investment Management
INCREASED
Shares1,290 from 1,193
Change+97 (+8%)
Value$463.5K (+$54.2K)
Filed 2026-10-23
Advisory Advocates, LLC
UNCHANGED
Shares1,286 from 1,286
Change0 (0%)
Value$462.0K (+$20.8K)
Filed 2026-11-05
North Capital, Inc.
DECREASED
Shares1,284 from 1,344
Change-60 (-4%)
Value$508.5K (+$47.4K)
Filed 2026-10-16
MRA Advisory Group
INCREASED
Shares1,284 from 1,283
Change+1 (+0%)
Value$461.5K (+$21.4K)
Filed 2026-10-07
Optivise Advisory Services LLC
INCREASED
Shares1,283 from 1,220
Change+63 (+5%)
Value$460.9K (+$42.4K)
Filed 2026-10-19
Beacon Capital Management, LLC
INCREASED
Shares1,283 from 1,258
Change+25 (+2%)
Value$460.9K (+$29.4K)
Filed 2026-10-23
WPG Advisers, LLC
INCREASED
Shares1,282 from 1,227
Change+55 (+4%)
Value$460.7K (+$39.7K)
Filed 2026-10-27
SBE LLC DBA Cedar Cove Wealth Partners
INCREASED
Shares1,279 from 1,269
Change+10 (+1%)
Value$459.7K (+$24.3K)
Filed 2026-10-15
Tsfg, LLC
INCREASED
Shares1,277 from 775
Change+502 (+65%)
Value$459 (-$265.5K)
Filed 2026-10-23
Petros Family Wealth, LLC
INCREASED
Shares1,274 from 1,236
Change+38 (+3%)
Value$457.8K (+$33.7K)
Filed 2026-10-28
Highland Financial Advisors, LLC
INCREASED
Shares1,271 from 1,034
Change+237 (+23%)
Value$456.9K (+$102.1K)
Filed 2026-10-19
Alliance Wealth Advisors, LLC
INCREASED
Shares1,271 from 1,252
Change+19 (+2%)
Value$456.7K (+$27.2K)
Filed 2026-10-14
KTF Investments, LLC
DECREASED
Shares1,270 from 1,445
Change-175 (-12%)
Value$456.3K (-$39.4K)
Filed 2026-10-23
Crescent Grove Advisors, LLC
UNCHANGED
Shares1,269 from 1,269
Change0 (0%)
Value$456.1K (+$20.9K)
Filed 2026-10-21
Accel Wealth Management
INCREASED
Shares1,268 from 1,250
Change+18 (+1%)
Value$455.6K (+$26.8K)
Filed 2026-10-13
Wealthcare Capital Partners, LLC
INCREASED
Shares1,268 from 1,267
Change+1 (+0%)
Value$455.5K (+$20.8K)
Filed 2026-10-21
Lexington Hill Partners, LLC
INCREASED
Shares1,267 from 1,169
Change+98 (+8%)
Value$455.3K (+$54.2K)
Filed 2026-10-13
Grey Ledge Advisors, LLC
DECREASED
Shares1,267 from 1,296
Change-29 (-2%)
Value$455.4K (+$10.6K)
Filed 2026-11-02
Cornerstone Planning Group LLC
INCREASED
Shares1,266 from 1,237
Change+29 (+2%)
Value$488.0K (+$50.8K)
Filed 2026-10-16
Orser Capital Management, LLC
UNCHANGED
Shares1,262 from 1,262
Change0 (0%)
Value$453.5K (+$20.5K)
Filed 2026-10-13
Arbor Investment Advisors, LLC
DECREASED
Shares1,261 from 1,307
Change-46 (-4%)
Value$453.0K (+$4.7K)
Filed 2026-10-26
Instrumental Wealth, LLC
INCREASED
Shares1,260 from 1,251
Change+9 (+1%)
Value$452.7K (+$23.3K)
Filed 2026-10-20
Advisortrust Partners, LLC
INCREASED
Shares1,259 from 1,233
Change+26 (+2%)
Value$452.4K (+$29.4K)
Filed 2026-11-02
Wealth Management Nebraska
DECREASED
Shares1,256 from 1,758
Change-502 (-29%)
Value$451.4K (-$151.8K)
Filed 2026-10-26
Spinnaker Investment Group, LLC
INCREASED
Shares1,255 from 1,222
Change+33 (+3%)
Value$450.8K (+$31.4K)
Filed 2026-10-13
Fusion Capital, LLC
INCREASED
Shares1,253 from 1,203
Change+50 (+4%)
Value$450.1K (+$37.5K)
Filed 2026-10-28
Define Financial, LLC
DECREASED
Shares1,252 from 1,291
Change-39 (-3%)
Value$450.0K (+$7.0K)
Filed 2026-10-14
LFG Wealth Partners, LLC
INCREASED
Shares1,252 from 1,227
Change+25 (+2%)
Value$450.0K (+$29.1K)
Filed 2026-10-28
AmeriServ Wealth Advisors
DECREASED
Shares1,251 from 1,745
Change-494 (-28%)
Value$449.5K (-$149.2K)
Filed 2026-10-21
Turn8 Private Wealth Inc.
DECREASED
Shares1,250 from 6,351
Change-5,101 (-80%)
Value$449.2K (-$1.8M)
Filed 2026-11-05
Allegiance Financial Group Advisory Services LLC
DECREASED
Shares1,247 from 1,833
Change-586 (-32%)
Value$448.1K (-$180.8K)
Filed 2026-11-02
Sonata Capital Group Inc
UNCHANGED
Shares1,247 from 1,247
Change0 (0%)
Value$448.1K (+$20.3K)
Filed 2026-10-19
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares1,247 from 1,247
Change0 (0%)
Value$448.1K (+$20.3K)
Filed 2026-10-13
Veratis Advisors, Inc.
DECREASED
Shares1,244 from 2,510
Change-1,266 (-50%)
Value$447.0K (-$362.5K)
Filed 2026-11-03
Patriot Investment Management Group, Inc.
INCREASED
Shares1,244 from 1,187
Change+57 (+5%)
Value$447.0K (+$39.8K)
Filed 2026-10-15
Connecticut Capital Management Group, LLC
INCREASED
Shares1,241 from 1,214
Change+27 (+2%)
Value$445.9K (+$29.4K)
Filed 2026-10-29
Forza Wealth Management, LLC
INCREASED
Shares1,240 from 1,008
Change+232 (+23%)
Value$445.6K (+$99.7K)
Filed 2026-10-20
Financial Security Advisor, Inc.
DECREASED
Shares1,238 from 1,770
Change-532 (-30%)
Value$444.8K (-$162.6K)
Filed 2026-11-03
Timonier Family Office, Ltd.
UNCHANGED
Shares1,231 from 1,231
Change0 (0%)
Value$442.3K (+$20.0K)
Filed 2026-11-03
Aegis Wealth Management, Inc.
INCREASED
Shares1,230 from 1,227
Change+3 (+0%)
Value$442.0K (+$21.0K)
Filed 2026-10-26
Mascoma Wealth Management LLC
DECREASED
Shares1,228 from 1,229
Change-1 (0%)
Value$441.3K (+$19.6K)
Filed 2026-10-23
Oakmont Investment Advisors, Inc.
INCREASED
Shares1,227 from 1,203
Change+24 (+2%)
Value$440.3K (+$28.3K)
Filed 2026-10-21
Alterna Wealth Management, Inc
DECREASED
Shares1,226 from 1,233
Change-7 (-1%)
Value$440.5K (+$17.5K)
Filed 2026-10-27
Next Level Wealth Planning, LLC
DECREASED
Shares1,225 from 1,234
Change-9 (-1%)
Value$440.2K (+$16.8K)
Filed 2026-10-29
Heritage Investment Group, Inc.
INCREASED
Shares1,224 from 1,199
Change+25 (+2%)
Value$439.9K (+$28.5K)
Filed 2026-11-03
United Financial Planning Group LLC
UNCHANGED
Shares1,224 from 1,224
Change0 (0%)
Value$439.9K (+$20.1K)
Filed 2026-11-04
Richardson Financial Services Inc.
INCREASED
Shares1,216 from 1,185
Change+31 (+3%)
Value$436.9K (+$30.4K)
Filed 2026-10-30
Rainey & Randall Wealth Advisors Inc.
INCREASED
Shares1,213 from 1,173
Change+40 (+3%)
Value$436.0K (+$33.5K)
Filed 2026-10-26
Nova R Wealth, Inc.
UNCHANGED
Shares1,202 from 1,202
Change0 (0%)
Value$432.0K (+$19.6K)
Filed 2026-10-26
KFA Private Wealth Group, LLC
DECREASED
Shares1,198 from 1,211
Change-13 (-1%)
Value$430.8K (+$15.3K)
Filed 2026-10-07
KG Capital Management
DECREASED
Shares1,192 from 1,233
Change-41 (-3%)
Value$428.3K (+$5.3K)
Filed 2026-10-15
Integris Wealth Management, LLC
INCREASED
Shares1,186 from 1,172
Change+14 (+1%)
Value$426.2K (+$24.1K)
Filed 2026-10-14
Holos Integrated Wealth LLC
DECREASED
Shares1,185 from 1,260
Change-75 (-6%)
Value$477.6K (+$33.7K)
Filed 2026-10-23
Atlas Private Wealth Advisors
UNCHANGED
Shares1,185 from 1,185
Change0 (0%)
Value$425.7K (+$19.3K)
Filed 2026-10-23
Bellecapital International Ltd.
INCREASED
Shares1,184 from 1,155
Change+29 (+3%)
Value$425.4K (+$29.2K)
Filed 2026-10-21
Stage Harbor Financial, LLC
INCREASED
Shares1,179 from 1,076
Change+103 (+10%)
Value$423.7K (+$54.5K)
Filed 2026-11-03
Fulcrum Equity Management
INCREASED
Shares1,177 from 1,131
Change+46 (+4%)
Value$423.0K (+$34.9K)
Filed 2026-10-21
Genesis Private Wealth, LLC
DECREASED
Shares1,175 from 1,178
Change-3 (0%)
Value$422.2K (+$18.1K)
Filed 2026-11-02
Dala Group, LLC
DECREASED
Shares1,173 from 1,245
Change-72 (-6%)
Value$421.3K (-$5.8K)
Filed 2026-10-29
ProCore Advisors, LLC
DECREASED
Shares1,173 from 1,224
Change-51 (-4%)
Value$421.5K (+$1.6K)
Filed 2026-10-14
Neumann Capital Management, LLC
NEW
Shares1,170
Change+1,170
Value$420.4K
Filed 2026-10-15
August Group Capital Ltd
INCREASED
Shares1,164 from 1,143
Change+21 (+2%)
Value$418.3K (+$26.1K)
Filed 2026-10-14
Peoples Bank
DECREASED
Shares1,163 from 1,328
Change-165 (-12%)
Value$417.9K (-$37.7K)
Filed 2026-10-26
Balentine LLC
DECREASED
Shares1,158 from 3,799
Change-2,641 (-70%)
Value$416.2K (-$887.2K)
Filed 2026-11-03
MPS Loria Financial Planners, LLC
INCREASED
Shares1,156 from 1,154
Change+2 (+0%)
Value$415.4K (+$19.3K)
Filed 2026-10-14
Broadway Wealth Solutions, Inc.
DECREASED
Shares1,155 from 1,179
Change-24 (-2%)
Value$415.1K (+$10.6K)
Filed 2026-10-21
Bond & Devick Financial Network, Inc.
INCREASED
Shares1,154 from 1,094
Change+60 (+5%)
Value$414.7K (+$39.3K)
Filed 2026-10-23
Midwest Financial Partners Investments, Inc.
DECREASED
Shares1,153 from 1,164
Change-11 (-1%)
Value$414.3K (+$15.0K)
Filed 2026-10-08
Legacy Wealth Partners, LLC
INCREASED
Shares1,152 from 1,109
Change+43 (+4%)
Value$413.9K (+$33.5K)
Filed 2026-10-15
Fortem Financial Group, LLC
INCREASED
Shares1,150 from 1,098
Change+52 (+5%)
Value$413.2K (+$36.5K)
Filed 2026-10-20
Center For Asset Management LLC
INCREASED
Shares1,146 from 732
Change+414 (+57%)
Value$412.0K (+$160.7K)
Filed 2026-10-16
McGlone Suttner Wealth Management, Inc.
INCREASED
Shares1,140 from 1,119
Change+21 (+2%)
Value$409.7K (+$25.6K)
Filed 2026-10-13
True Link Financial Advisors, LLC
DECREASED
Shares1,138 from 1,495
Change-357 (-24%)
Value$408.9K (-$104.0K)
Filed 2026-10-27
Smithbridge Asset Management Inc
DECREASED
Shares1,138 from 1,368
Change-230 (-17%)
Value$408.9K (-$60.4K)
Filed 2026-10-19
Hill Island Financial LLC
INCREASED
Shares1,138 from 1,036
Change+102 (+10%)
Value$408.8K (+$53.5K)
Filed 2026-10-20
Pachira Investments Inc.
INCREASED
Shares1,138 from 1,056
Change+82 (+8%)
Value$408.9K (+$46.5K)
Filed 2026-10-14
Hardin Capital Partners, LLC
INCREASED
Shares1,127 from 1,072
Change+55 (+5%)
Value$404.8K (+$36.3K)
Filed 2026-10-09
Cutler Investment Counsel LLC
INCREASED
Shares1,127 from 1,099
Change+28 (+3%)
Value$405.0K (+$27.9K)
Filed 2026-10-28
Shrier Wealth Management, LLC
INCREASED
Shares1,127 from 1,126
Change+1 (+0%)
Value$405.0K (+$18.8K)
Filed 2026-10-20
Weaver Consulting Group
INCREASED
Shares1,123 from 1,013
Change+110 (+11%)
Value$403.4K (+$55.7K)
Filed 2026-10-07
Thompson Davis & Co., Inc.
INCREASED
Shares1,122 from 1,072
Change+50 (+5%)
Value$403.2K (+$35.4K)
Filed 2026-11-05
Landaas & Co
INCREASED
Shares1,121 from 1,091
Change+30 (+3%)
Value$402.9K (+$28.5K)
Filed 2026-10-29
Adkins Seale Capital Management LLC
UNCHANGED
Shares1,120 from 1,120
Change0 (0%)
Value$402.5K (+$18.2K)
Filed 2026-10-27
Marion Wealth Management
INCREASED
Shares1,118 from 1,106
Change+12 (+1%)
Value$401.8K (+$22.3K)
Filed 2026-10-22
Ethos Capital Management, Inc.
DECREASED
Shares1,115 from 1,507
Change-392 (-26%)
Value$400.6K (-$116.5K)
Filed 2026-11-03
Hurlow Wealth Management Group, Inc.
DECREASED
Shares1,110 from 1,120
Change-10 (-1%)
Value$398.9K (+$14.6K)
Filed 2026-10-29
Matrix Asset Advisors Inc
DECREASED
Shares1,106 from 1,120
Change-14 (-1%)
Value$397.4K (+$13.3K)
Filed 2026-10-13
One Plus One Wealth Management, LLC
DECREASED
Shares1,104 from 1,126
Change-22 (-2%)
Value$396.7K (+$10.4K)
Filed 2026-10-16
Essex LLC
UNCHANGED
Shares1,104 from 1,104
Change0 (0%)
Value$396.7K (+$17.9K)
Filed 2026-10-14
JBR Co Financial Management Inc
UNCHANGED
Shares1,104 from 1,104
Change0 (0%)
Value$387.6K (+$8.8K)
Filed 2026-10-13
Nolet Wealth Management, LLC
INCREASED
Shares1,103 from 1,023
Change+80 (+8%)
Value$396.4K (+$45.4K)
Filed 2026-10-15
LongView Wealth Management
DECREASED
Shares1,103 from 1,126
Change-23 (-2%)
Value$396.4K (+$10.2K)
Filed 2026-10-19
TT Capital Management LLC
INCREASED
Shares1,101 from 772
Change+329 (+43%)
Value$395.7K (+$130.9K)
Filed 2026-10-15
Sfam, LLC
DECREASED
Shares1,101 from 1,136
Change-35 (-3%)
Value$395.6K (+$5.9K)
Filed 2026-11-03
Intelligence Driven Advisers, LLC
INCREASED
Shares1,100 from 965
Change+135 (+14%)
Value$395.4K (+$64.3K)
Filed 2026-10-09
Legacy Solutions, LLC
DECREASED
Shares1,100 from 1,144
Change-44 (-4%)
Value$395.1K (+$2.6K)
Filed 2026-10-07
Advus Financial Partners, LLC
INCREASED
Shares1,099 from 877
Change+222 (+25%)
Value$394.8K (+$93.9K)
Filed 2026-10-20
Zega Investments, LLC
DECREASED
Shares1,096 from 10,821
Change-9,725 (-90%)
Value$394.0K (-$3.3M)
Filed 2026-11-04
LFA - Lugano Financial Advisors SA
UNCHANGED
Shares1,091 from 1,091
Change0 (0%)
Value$392.0K (+$17.7K)
Filed 2026-11-03
Capstone Capital Management Ltd
NEW
Shares1,090
Change+1,090
Value$391.7K
Filed 2026-10-21
Private Wealth Management Group, LLC
INCREASED
Shares1,088 from 888
Change+200 (+23%)
Value$391.0K (+$86.3K)
Filed 2026-10-19
Three Arch Wealth Management LLC
INCREASED
Shares1,086 from 1,017
Change+69 (+7%)
Value$390.2K (+$41.3K)
Filed 2026-10-20
Encompass More Asset Management
INCREASED
Shares1,086 from 1,057
Change+29 (+3%)
Value$390.4K (+$27.5K)
Filed 2026-10-16
LifeSteps Financial, Inc.
DECREASED
Shares1,084 from 1,106
Change-22 (-2%)
Value$389.7K (+$10.2K)
Filed 2026-10-15
Gallacher Capital Management LLC
INCREASED
Shares1,082 from 870
Change+212 (+24%)
Value$388.6K (+$90.3K)
Filed 2026-10-30
William Howard & Co Financial Advisors Inc
UNCHANGED
Shares1,082 from 1,082
Change0 (0%)
Value$388.8K (+$17.6K)
Filed 2026-11-04
Alkeme Wealth, LLC
INCREASED
Shares1,080 from 1,078
Change+2 (+0%)
Value$387.9K (+$18.0K)
Filed 2026-10-08
Enclave Advisors LLC
INCREASED
Shares1,078 from 1,052
Change+26 (+2%)
Value$387.5K (+$26.5K)
Filed 2026-10-14
Momentous Wealth Management, Inc.
INCREASED
Shares1,077 from 942
Change+135 (+14%)
Value$387.0K (+$63.8K)
Filed 2026-10-21
West Wealth Group, LLC
INCREASED
Shares1,077 from 963
Change+114 (+12%)
Value$387.1K (+$56.7K)
Filed 2026-10-14
Capital Investment Counsel, LLC
INCREASED
Shares1,076 from 1,073
Change+3 (+0%)
Value$386.6K (+$18.5K)
Filed 2026-10-14
Councilor Wealth, LLC
DECREASED
Shares1,073 from 1,115
Change-42 (-4%)
Value$385.7K (+$3.1K)
Filed 2026-10-09
Carmel Capital Partners, LLC
INCREASED
Shares1,067 from 1,051
Change+16 (+2%)
Value$383.4K (+$22.8K)
Filed 2026-11-03
First Financial Group Corp
INCREASED
Shares1,060 from 1,051
Change+9 (+1%)
Value$380.9K (+$20.3K)
Filed 2026-10-22
Sentinel Trust Co LBA
NEW
Shares1,058
Change+1,058
Value$380
Filed 2026-11-03
Axiom Investment Management LLC
INCREASED
Shares1,057 from 1,015
Change+42 (+4%)
Value$379.8K (+$31.6K)
Filed 2026-11-03
Sylvest Advisors, LLC
DECREASED
Shares1,051 from 1,101
Change-50 (-5%)
Value$377.7K (-$57)
Filed 2026-10-26
Meridian Financial Advisors, LLC
INCREASED
Shares1,048 from 788
Change+260 (+33%)
Value$376.6K (+$106.2K)
Filed 2026-10-14
Green Ridge Wealth Planning LLC
INCREASED
Shares1,047 from 779
Change+268 (+34%)
Value$376.2K (+$109.0K)
Filed 2026-10-08
Elevation Wealth Partners, LLC
DECREASED
Shares1,046 from 1,068
Change-22 (-2%)
Value$375.9K (+$9.4K)
Filed 2026-10-07
jvl associates llc
INCREASED
Shares1,045 from 1,022
Change+23 (+2%)
Value$375.5K (+$24.9K)
Filed 2026-10-09
Avantra Family Wealth, Inc.
DECREASED
Shares1,041 from 1,439
Change-398 (-28%)
Value$374.2K (-$119.5K)
Filed 2026-10-20
Vision Financial Markets LLC
UNCHANGED
Shares1,036 from 1,036
Change0 (0%)
Value$372.3K (+$13.5K)
Filed 2026-10-22
Beirne Wealth Consulting Services, LLC
INCREASED
Shares1,035 from 800
Change+235 (+29%)
Value$371.9K (+$97.4K)
Filed 2026-10-19
Arvest Investments, Inc.
INCREASED
Shares1,027 from 990
Change+37 (+4%)
Value$369.0K (+$29.4K)
Filed 2026-10-21
Helium Advisors LLC
DECREASED
Shares1,026 from 1,036
Change-10 (-1%)
Value$368.6K (+$13.0K)
Filed 2026-10-23
Carter Financial Group, Inc.
INCREASED
Shares1,023 from 897
Change+126 (+14%)
Value$367.6K (+$59.9K)
Filed 2026-10-21
Murphy & Mullick Capital Management Corp
INCREASED
Shares1,023 from 1,020
Change+3 (+0%)
Value$367.6K (+$17.6K)
Filed 2026-11-02
Iron Financial LLC
UNCHANGED
Shares1,022 from 1,022
Change0 (0%)
Value$367.3K (+$16.6K)
Filed 2026-10-23
Braun-Bostich & Associates Inc.
INCREASED
Shares1,021 from 955
Change+66 (+7%)
Value$366.9K (+$39.2K)
Filed 2026-10-20
4J Wealth Management LLC
DECREASED
Shares1,016 from 1,055
Change-39 (-4%)
Value$365.2K (+$3.1K)
Filed 2026-11-02
Voisard Asset Management Group, Inc.
INCREASED
Shares1,015 from 876
Change+139 (+16%)
Value$364.7K (+$64.2K)
Filed 2026-10-13
Client First Investment Management LLC
UNCHANGED
Shares1,015 from 1,015
Change0 (0%)
Value$364.7K (+$16.5K)
Filed 2026-10-09
Triton Wealth Management, Pllc
DECREASED
Shares1,013 from 1,043
Change-30 (-3%)
Value$428.5K (+$66.0K)
Filed 2026-11-04
USAdvisors Wealth Management, LLC
DECREASED
Shares1,009 from 1,045
Change-36 (-3%)
Value$362 (-$357.6K)
Filed 2026-10-21
Tiller Private Wealth, Inc.
INCREASED
Shares1,009 from 980
Change+29 (+3%)
Value$362.4K (+$26.3K)
Filed 2026-10-26
Atwood & Palmer Inc
UNCHANGED
Shares1,005 from 1,005
Change0 (0%)
Value$361.1K (+$16.3K)
Filed 2026-10-08
Northern Capital Management, Inc.
INCREASED
Shares1,004 from 1,003
Change+1 (+0%)
Value$360.9K (+$16.4K)
Filed 2026-11-05
Impact Investors, Inc
DECREASED
Shares1,003 from 2,741
Change-1,738 (-63%)
Value$360.4K (-$580.0K)
Filed 2026-11-02
Merrion Investment Management Co, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$359.3K (+$16.2K)
Filed 2026-10-16
Capital Management Associates, Inc
UNCHANGED
Shares999 from 999
Change0 (0%)
Value$359.1K (+$16.4K)
Filed 2026-10-20
ACT Advisors, Llc.
INCREASED
Shares997 from 878
Change+119 (+14%)
Value$358.2K (+$57.1K)
Filed 2026-10-15
Kelly Financial Services LLC
INCREASED
Shares997 from 932
Change+65 (+7%)
Value$358.3K (+$38.7K)
Filed 2026-10-20
CGN Advisors LLC
DECREASED
Shares996 from 1,211
Change-215 (-18%)
Value$357.9K (-$57.6K)
Filed 2026-10-21
Blue Square Asset Management, LLC
UNCHANGED
Shares993 from 993
Change0 (0%)
Value$356.8K (+$16.1K)
Filed 2026-11-02
Pegasus Asset Management, Inc.
DECREASED
Shares992 from 1,012
Change-20 (-2%)
Value$356.5K (+$9.3K)
Filed 2026-11-03
Kercheville Advisors, LLC
DECREASED
Shares991 from 1,031
Change-40 (-4%)
Value$356.1K (+$2.4K)
Filed 2026-10-19
Athena Wealth Management, LLC
INCREASED
Shares990 from 965
Change+25 (+3%)
Value$355.6K (+$24.4K)
Filed 2026-10-09
Woodard & Co Asset Management Group Inc
DECREASED
Shares987 from 1,085
Change-98 (-9%)
Value$354.7K (-$17.6K)
Filed 2026-11-03
Horizon Wealth Management, LLC
UNCHANGED
Shares986 from 986
Change0 (0%)
Value$354.4K (+$16.2K)
Filed 2026-11-02
RS Crum Inc.
UNCHANGED
Shares986 from 986
Change0 (0%)
Value$354.3K (+$16.0K)
Filed 2026-10-19
Transcendent Capital Group LLC
UNCHANGED
Shares984 from 984
Change0 (0%)
Value$353.6K (+$16.0K)
Filed 2026-10-28
Apeiron RIA LLC
DECREASED
Shares981 from 2,033
Change-1,052 (-52%)
Value$353.0K (-$344.5K)
Filed 2026-10-08
Capstone Wealth Management, LLC
DECREASED
Shares981 from 991
Change-10 (-1%)
Value$352.5K (+$12.5K)
Filed 2026-11-02
McAlister, Sweet & Associates, Inc.
UNCHANGED
Shares979 from 979
Change0 (0%)
Value$351.8K (+$15.9K)
Filed 2026-10-07
Adamsbrown Wealth Consultants LLC
INCREASED
Shares978 from 962
Change+16 (+2%)
Value$351.6K (+$21.6K)
Filed 2026-10-20
OceanIQ Capital, LLC
INCREASED
Shares977 from 974
Change+3 (+0%)
Value$387.0K (+$33.6K)
Filed 2026-10-19
Bensler, LLC
INCREASED
Shares976 from 903
Change+73 (+8%)
Value$350.8K (+$41.0K)
Filed 2026-11-05
Silverlake Wealth Management LLC
DECREASED
Shares975 from 2,003
Change-1,028 (-51%)
Value$350.4K (-$337.0K)
Filed 2026-10-21
Apex Wealth Management, LLC
INCREASED
Shares974 from 945
Change+29 (+3%)
Value$350.1K (+$25.9K)
Filed 2026-10-20
Avid Wealth Partners LLC
INCREASED
Shares972 from 947
Change+25 (+3%)
Value$349.3K (+$24.4K)
Filed 2026-11-03
Stanley-Laman Group, Ltd.
DECREASED
Shares963 from 1,175
Change-212 (-18%)
Value$346.0K (-$57.1K)
Filed 2026-10-20
Summa Corp.
UNCHANGED
Shares963 from 963
Change0 (0%)
Value$346.0K (+$15.6K)
Filed 2026-10-30
Highline Wealth Partners LLC
INCREASED
Shares960 from 550
Change+410 (+75%)
Value$344.8K (+$156.0K)
Filed 2026-10-19
Founders Capital Management, LLC
DECREASED
Shares960 from 980
Change-20 (-2%)
Value$345.0K (+$8.7K)
Filed 2026-10-23
Prodigy Asset Management LLC
UNCHANGED
Shares959 from 959
Change0 (0%)
Value$344.5K (+$15.6K)
Filed 2026-10-28
Yacktman Asset Management LP
INCREASED
Shares958 from 732
Change+226 (+31%)
Value$344.2K (+$93.1K)
Filed 2026-11-02
Ayrshire Capital Management LLC
NEW
Shares956
Change+956
Value$343.6K
Filed 2026-10-20
Grantvest Financial Group LLC
INCREASED
Shares955 from 954
Change+1 (+0%)
Value$343.3K (+$16.1K)
Filed 2026-10-21
Harrington Investments, Inc
UNCHANGED
Shares954 from 954
Change0 (0%)
Value$342.8K (+$15.5K)
Filed 2026-10-14
Foguth Wealth Management, Llc.
INCREASED
Shares952 from 905
Change+47 (+5%)
Value$383.1K (+$56.8K)
Filed 2026-10-19
Asset Advisory Group, Inc.
UNCHANGED
Shares949 from 949
Change0 (0%)
Value$340.9K (+$15.4K)
Filed 2026-10-20
Orin Green Financial, LLC
UNCHANGED
Shares949 from 949
Change0 (0%)
Value$341.0K (+$15.4K)
Filed 2026-10-19
Human Investing LLC
INCREASED
Shares945 from 646
Change+299 (+46%)
Value$339.4K (+$117.9K)
Filed 2026-10-19
21 West Wealth Management LLC
DECREASED
Shares945 from 999
Change-54 (-5%)
Value$339.6K (-$3.2K)
Filed 2026-10-13
Sanchez Gaunt Capital Management, LLC
INCREASED
Shares945 from 938
Change+7 (+1%)
Value$339.6K (+$17.8K)
Filed 2026-11-03
Winter & Associates, Inc.
INCREASED
Shares942 from 870
Change+72 (+8%)
Value$382.9K (+$84.5K)
Filed 2026-10-23
Affiance Financial, LLC
INCREASED
Shares937 from 837
Change+100 (+12%)
Value$336.7K (+$49.6K)
Filed 2026-10-15
Colonial River Investments, LLC
DECREASED
Shares937 from 941
Change-4 (0%)
Value$336.7K (+$13.8K)
Filed 2026-10-19
Ti-Trust, Inc
UNCHANGED
Shares935 from 935
Change0 (0%)
Value$336.0K (+$15.2K)
Filed 2026-10-21
Courage Miller Partners, LLC
UNCHANGED
Shares932 from 932
Change0 (0%)
Value$334.9K (+$15.1K)
Filed 2026-10-21
E6 Portfolios, LLC
DECREASED
Shares930 from 1,080
Change-150 (-14%)
Value$334.1K (-$36.6K)
Filed 2026-10-26
Financial Network Wealth Advisors LLC
INCREASED
Shares930 from 920
Change+10 (+1%)
Value$334.2K (+$18.5K)
Filed 2026-10-28
SWS Partners
INCREASED
Shares930 from 929
Change+1 (+0%)
Value$334.3K (+$15.6K)
Filed 2026-10-26
Financial Planning Navigators Corp
INCREASED
Shares928 from 863
Change+65 (+8%)
Value$333.5K (+$37.4K)
Filed 2026-10-14
Horst & Graben Wealth Management LLC
DECREASED
Shares928 from 957
Change-29 (-3%)
Value$333.3K (-$2.7K)
Filed 2026-11-02
SLT Holdings LLC
DECREASED
Shares928 from 933
Change-5 (-1%)
Value$333.5K (+$13.4K)
Filed 2026-10-15
Ares Financial Consulting, LLC
INCREASED
Shares926 from 915
Change+11 (+1%)
Value$332.8K (+$18.9K)
Filed 2026-10-19
Christensen, King & Associates Investment Services, Inc.
INCREASED
Shares925 from 824
Change+101 (+12%)
Value$332.4K (+$49.5K)
Filed 2026-10-22
Northwest Wealth Management, LLC
NEW
Shares924
Change+924
Value$332.0K
Filed 2026-10-30
Blake Schutter Theil Wealth Advisors, LLC
DECREASED
Shares924 from 925
Change-1 (0%)
Value$332.0K (+$14.7K)
Filed 2026-11-02
tru Independence LLC
DECREASED
Shares922 from 926
Change-4 (0%)
Value$331.4K (+$13.6K)
Filed 2026-10-20
Lpwm LLC
UNCHANGED
Shares920 from 920
Change0 (0%)
Value$330.5K (+$14.9K)
Filed 2026-10-20
Burr Financial Services, LLC
UNCHANGED
Shares918 from 918
Change0 (0%)
Value$329.9K (+$14.9K)
Filed 2026-10-08
Ardent Capital Management, Inc.
UNCHANGED
Shares917 from 917
Change0 (0%)
Value$329.5K (+$14.9K)
Filed 2026-10-16
Saxony Capital Management, LLC
NEW
Shares913
Change+913
Value$328.1K
Filed 2026-10-15
Aspen Wealth Management LLC
NEW
Shares905
Change+905
Value$325.0K
Filed 2026-10-14
PFS Partners, LLC
DECREASED
Shares905 from 931
Change-26 (-3%)
Value$325.4K (+$6.0K)
Filed 2026-10-21
Forbes Financial Planning, Inc.
UNCHANGED
Shares904 from 904
Change0 (0%)
Value$324.8K (+$14.7K)
Filed 2026-10-23
Endowment Wealth Management, Inc.
INCREASED
Shares903 from 900
Change+3 (+0%)
Value$324.4K (+$15.5K)
Filed 2026-11-03
Lakeshore Financial Planning, Inc.
INCREASED
Shares900 from 810
Change+90 (+11%)
Value$323.4K (+$45.5K)
Filed 2026-10-13
William Mack & Associates, Inc.
INCREASED
Shares899 from 898
Change+1 (+0%)
Value$323.1K (+$14.9K)
Filed 2026-10-27
Optima Capital LLC
DECREASED
Shares897 from 928
Change-31 (-3%)
Value$322.6K (+$4.0K)
Filed 2026-10-29
Mid-American Wealth Advisory Group, Inc.
NEW
Shares896
Change+896
Value$321.9K
Filed 2026-10-21
Noble Wealth Management PBC
DECREASED
Shares896 from 942
Change-46 (-5%)
Value$322.1K (-$1.2K)
Filed 2026-10-01
Johnson & White Wealth Management, LLC
UNCHANGED
Shares896 from 896
Change0 (0%)
Value$322.0K (+$14.6K)
Filed 2026-11-03
Wealth Preservation Advisors, LLC
NEW
Shares894
Change+894
Value$321.2K
Filed 2026-11-05
Tenzing Financial LLC
UNCHANGED
Shares893 from 893
Change0 (0%)
Value$360.0K (+$40.8K)
Filed 2026-11-03
Vicus Capital
DECREASED
Shares891 from 918
Change-27 (-3%)
Value$320.2K (+$5.3K)
Filed 2026-11-05
High Note Wealth, LLC
INCREASED
Shares890 from 725
Change+165 (+23%)
Value$319.8K (+$71.1K)
Filed 2026-10-27
Financial Partners Group, Inc
DECREASED
Shares890 from 915
Change-25 (-3%)
Value$320.0K (+$6.0K)
Filed 2026-10-19
StoneCrest Wealth Management, Inc.
UNCHANGED
Shares890 from 890
Change0 (0%)
Value$319.8K (+$14.5K)
Filed 2026-11-03
Tortuga Wealth Management, Inc
INCREASED
Shares889 from 848
Change+41 (+5%)
Value$319.5K (+$28.7K)
Filed 2026-10-27
Atlatl Advisers LLC
INCREASED
Shares887 from 852
Change+35 (+4%)
Value$318.7K (+$26.4K)
Filed 2026-10-22
Armstrong, Fleming & Moore, Inc
UNCHANGED
Shares886 from 886
Change0 (0%)
Value$318.3K (+$14.4K)
Filed 2026-10-28
Mengis Capital Management, Inc.
INCREASED
Shares882 from 833
Change+49 (+6%)
Value$317.0K (+$31.1K)
Filed 2026-10-13
Sierra Ocean, LLC
DECREASED
Shares879 from 885
Change-6 (-1%)
Value$315.8K (+$12.2K)
Filed 2026-11-03
West Bancorporation Inc
UNCHANGED
Shares878 from 878
Change0 (0%)
Value$315.5K (+$14.3K)
Filed 2026-10-29
Market Street Wealth Management Advisors LLC
INCREASED
Shares876 from 601
Change+275 (+46%)
Value$314.9K (+$108.7K)
Filed 2026-10-09
GreatBanc Trust Co
UNCHANGED
Shares875 from 875
Change0 (0%)
Value$314.4K (+$14.2K)
Filed 2026-11-04
Northern Lights Advisors, Inc.
DECREASED
Shares870 from 1,010
Change-140 (-14%)
Value$312.6K (-$34.0K)
Filed 2026-10-21
Pathway Financial Advisors LLC
INCREASED
Shares867 from 862
Change+5 (+1%)
Value$311.6K (-$579)
Filed 2026-10-07
Heritage Wealth Management, Inc.
INCREASED
Shares866 from 858
Change+8 (+1%)
Value$311.2K (+$16.8K)
Filed 2026-10-27
Seven Hills Financial, LLC
NEW
Shares864
Change+864
Value$310.5K
Filed 2026-10-13
CapWealth Advisors, LLC
INCREASED
Shares862 from 840
Change+22 (+3%)
Value$309.7K (+$21.5K)
Filed 2026-10-05
Redstone Wealth Management, LLC
INCREASED
Shares861 from 809
Change+52 (+6%)
Value$309.4K (+$31.8K)
Filed 2026-10-20
Ehrlich Financial Group
INCREASED
Shares859 from 846
Change+13 (+2%)
Value$308.6K (+$18.4K)
Filed 2026-10-20
Ballew Advisors, Inc
UNCHANGED
Shares857 from 857
Change0 (0%)
Value$309.0K (-$1.3K)
Filed 2026-10-05
Kaufman Rossin Wealth, LLC
NEW
Shares855
Change+855
Value$307.2K
Filed 2026-10-19
Wealth Advisors Northwest LLC
DECREASED
Shares853 from 1,097
Change-244 (-22%)
Value$306.6K (-$69.8K)
Filed 2026-10-29
Aurora Private Wealth, Inc.
INCREASED
Shares849 from 763
Change+86 (+11%)
Value$305 (-$261.7K)
Filed 2026-10-20
Wrenne Financial Planning LLC
UNCHANGED
Shares849 from 849
Change0 (0%)
Value$305.2K (+$13.8K)
Filed 2026-10-30
Asset Planning,Inc
UNCHANGED
Shares849 from 849
Change0 (0%)
Value$305.2K (+$14.1K)
Filed 2026-10-26
Kohmann Bosshard Financial Services, LLC
INCREASED
Shares847 from 609
Change+238 (+39%)
Value$304.2K (+$95.4K)
Filed 2026-11-04
Southern Financial Group, LLC
DECREASED
Shares843 from 851
Change-8 (-1%)
Value$303.3K (+$11.0K)
Filed 2026-10-30
Wheelhouse Advisory Group LLC
INCREASED
Shares842 from 777
Change+65 (+8%)
Value$302.6K (+$35.9K)
Filed 2026-10-20
Tenet Wealth Partners, LLC
DECREASED
Shares842 from 845
Change-3 (0%)
Value$302.6K (-$3.8K)
Filed 2026-10-19
DMC Group, LLC
UNCHANGED
Shares839 from 839
Change0 (0%)
Value$301.5K (+$13.6K)
Filed 2026-10-26
Innovative Wealth Building LLC
UNCHANGED
Shares839 from 839
Change0 (0%)
Value$301.6K (+$13.7K)
Filed 2026-10-14
Arta Finance Wealth Management LLC
INCREASED
Shares836 from 743
Change+93 (+13%)
Value$300.4K (+$45.5K)
Filed 2026-10-28
Greenfield Seitz Capital Management, LLC
UNCHANGED
Shares835 from 835
Change0 (0%)
Value$300.0K (+$13.6K)
Filed 2026-10-29
Sensible Money, LLC
DECREASED
Shares834 from 852
Change-18 (-2%)
Value$299.7K (+$7.4K)
Filed 2026-10-20
Wagner Wealth Management, Corp
DECREASED
Shares833 from 1,022
Change-189 (-18%)
Value$299.3K (-$51.3K)
Filed 2026-10-20
Polaris Financial Partners
NEW
Shares830
Change+830
Value$299
Filed 2026-10-02
Acorn Financial Advisory Services Inc
DECREASED
Shares830 from 887
Change-57 (-6%)
Value$298.4K (-$6.1K)
Filed 2026-11-02
Tableaux LLC
INCREASED
Shares829 from 679
Change+150 (+22%)
Value$297.9K (+$64.9K)
Filed 2026-10-23
High Probability Advisors, LLC
UNCHANGED
Shares828 from 828
Change0 (0%)
Value$297.5K (+$13.4K)
Filed 2026-10-19
Rational Advisors, Inc.
DECREASED
Shares826 from 8,100
Change-7,274 (-90%)
Value$296.8K (-$2.5M)
Filed 2026-11-02
Brooklyn FI, LLC
INCREASED
Shares824 from 137
Change+687 (+501%)
Value$359.7K (+$311.3K)
Filed 2026-11-05
Fruth Investment Management
INCREASED
Shares823 from 798
Change+25 (+3%)
Value$295 (+$22)
Filed 2026-10-13
Valley National Advisers Inc
INCREASED
Shares823 from 818
Change+5 (+1%)
Value$295.7K (+$15.1K)
Filed 2026-10-23
Lountzis Asset Management, LLC
UNCHANGED
Shares820 from 820
Change0 (0%)
Value$294.7K (+$13.3K)
Filed 2026-10-30
Elco Management Co., LLC
UNCHANGED
Shares818 from 818
Change0 (0%)
Value$293.9K (+$13.3K)
Filed 2026-10-14
Grange Capital, LLC
DECREASED
Shares817 from 964
Change-147 (-15%)
Value$293.6K (-$37.2K)
Filed 2026-10-20
Phoenix Wealth Advisors
UNCHANGED
Shares817 from 817
Change0 (0%)
Value$293.7K (+$13.3K)
Filed 2026-11-03
Trinity Financial Advisors LLC
UNCHANGED
Shares813 from 813
Change0 (0%)
Value$292.1K (+$13.2K)
Filed 2026-10-09
Foundry Financial LLC
NEW
Shares812
Change+812
Value$291.7K
Filed 2026-10-16
Holland Advisory Services, Inc.
DECREASED
Shares810 from 906
Change-96 (-11%)
Value$291.1K (-$19.6K)
Filed 2026-10-26
Sava Infond d.o.o.
UNCHANGED
Shares810 from 810
Change0 (0%)
Value$291.1K (+$13.2K)
Filed 2026-10-28
Global Wealth Management Investment Advisory, Inc.
DECREASED
Shares807 from 1,053
Change-246 (-23%)
Value$290.1K (-$71.2K)
Filed 2026-11-04
Collar Capital Management, LLC
UNCHANGED
Shares807 from 807
Change0 (0%)
Value$290.0K (+$13.1K)
Filed 2026-10-28
SilverOak Wealth Management LLC
INCREASED
Shares806 from 801
Change+5 (+1%)
Value$289.6K (+$14.8K)
Filed 2026-10-29
Bell & Brown Wealth Advisors, LLC
DECREASED
Shares805 from 970
Change-165 (-17%)
Value$289.2K (-$43.5K)
Filed 2026-10-16
Milestone Asset Management Group, LLC
INCREASED
Shares805 from 762
Change+43 (+6%)
Value$289.4K (+$27.8K)
Filed 2026-10-20
Hibernia Wealth Partners, LLC
NEW
Shares803
Change+803
Value$288.6K
Filed 2026-10-29
Abner Herrman & Brock LLC
INCREASED
Shares803 from 605
Change+198 (+33%)
Value$289 (+$81)
Filed 2026-10-20
Madrona Financial Services, LLC
INCREASED
Shares803 from 792
Change+11 (+1%)
Value$288.5K (+$16.8K)
Filed 2026-10-23
Leslie Global Wealth, LLC
DECREASED
Shares803 from 812
Change-9 (-1%)
Value$288.6K (+$10.0K)
Filed 2026-10-26
IFS Advisors, LLC
INCREASED
Shares802 from 563
Change+239 (+42%)
Value$288.5K (+$95.2K)
Filed 2026-10-14
Praxis Capital Management LLC
INCREASED
Shares801 from 800
Change+1 (+0%)
Value$287.8K (+$13.4K)
Filed 2026-10-16
GuidedMoney, LLC
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$287.5K (+$13.0K)
Filed 2026-10-29
Salzhauer Michael
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$287.5K (+$13.0K)
Filed 2026-10-28
Massachusetts Wealth Management
UNCHANGED
Shares799 from 799
Change0 (0%)
Value$287.1K (+$13.0K)
Filed 2026-10-21
Broussard Financial Group LLC
NEW
Shares798
Change+798
Value$286.7K
Filed 2026-10-26
Gutierrez Wealth Advisory, LLC
NEW
Shares797
Change+797
Value$286.5K
Filed 2026-11-02
Bluesphere Advisors LLC
UNCHANGED
Shares797 from 797
Change0 (0%)
Value$286.4K (+$12.9K)
Filed 2026-10-19
Dakota Community Bank & Trust NA
INCREASED
Shares795 from 661
Change+134 (+20%)
Value$285.7K (+$58.9K)
Filed 2026-10-09
Oak Harvest Investment Services
INCREASED
Shares795 from 704
Change+91 (+13%)
Value$285.5K (+$44.1K)
Filed 2026-10-20
Wiregrass Investment Management LLC
INCREASED
Shares794 from 755
Change+39 (+5%)
Value$285.3K (+$26.3K)
Filed 2026-11-05
Southland Equity Partners LLC
DECREASED
Shares794 from 800
Change-6 (-1%)
Value$285.3K (+$10.8K)
Filed 2026-10-14
Marathon Mission, Inc.
INCREASED
Shares788 from 616
Change+172 (+28%)
Value$283.2K (+$71.8K)
Filed 2026-10-01
HMS Capital Management, LLC
UNCHANGED
Shares788 from 788
Change0 (0%)
Value$283.2K (+$12.8K)
Filed 2026-10-20
Factor Wealth Management LTD
DECREASED
Shares787 from 1,530
Change-743 (-49%)
Value$283.0K (-$242.1K)
Filed 2026-10-08
JDH Wealth Management, LLC
NEW
Shares786
Change+786
Value$282.4K
Filed 2026-10-20
MMA Asset Management LLC
INCREASED
Shares786 from 722
Change+64 (+9%)
Value$282.4K (+$34.7K)
Filed 2026-11-02
Ridgecrest Wealth Partners, LLC
INCREASED
Shares786 from 728
Change+58 (+8%)
Value$282.4K (+$32.7K)
Filed 2026-10-19
Flywheel Private Wealth LLC
UNCHANGED
Shares786 from 786
Change0 (0%)
Value$282.4K (+$12.8K)
Filed 2026-11-02
Hoge Financial Services, LLC
INCREASED
Shares785 from 709
Change+76 (+11%)
Value$282.0K (+$38.9K)
Filed 2026-11-05
ASL Financial, LLC
UNCHANGED
Shares784 from 784
Change0 (0%)
Value$281.7K (+$12.7K)
Filed 2026-10-15
Somerset Trust Co
UNCHANGED
Shares783 from 783
Change0 (0%)
Value$281.4K (+$12.7K)
Filed 2026-10-13
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares783 from 783
Change0 (0%)
Value$281.4K (+$12.7K)
Filed 2026-10-20
Triumph Capital Management
INCREASED
Shares782 from 708
Change+74 (+10%)
Value$281.0K (+$38.1K)
Filed 2026-10-14
Eclectic Associates Inc
DECREASED
Shares779 from 822
Change-43 (-5%)
Value$280.0K (-$2.0K)
Filed 2026-10-09
Targeted Financial Services LLC
UNCHANGED
Shares779 from 779
Change0 (0%)
Value$280.3K (+$12.8K)
Filed 2026-10-19
Dickmeyer Boyce Financial Management, Inc.
UNCHANGED
Shares778 from 778
Change0 (0%)
Value$279.5K (+$12.6K)
Filed 2026-10-08
25 LLC
INCREASED
Shares777 from 636
Change+141 (+22%)
Value$279.2K (+$61.0K)
Filed 2026-10-13
Willis Johnson Wealth, Inc.
NEW
Shares776
Change+776
Value$278.8K
Filed 2026-11-03
Sara-Bay Financial
DECREASED
Shares776 from 876
Change-100 (-11%)
Value$278.8K (-$21.7K)
Filed 2026-10-21
Financial Synergies Wealth Advisors, Inc.
INCREASED
Shares773 from 629
Change+144 (+23%)
Value$277.9K (+$62.0K)
Filed 2026-10-16
Keeler & Nadler Financial Planning & Wealth Management
DECREASED
Shares773 from 775
Change-2 (0%)
Value$277.6K (+$11.8K)
Filed 2026-10-28
Wespac Advisors, LLC
UNCHANGED
Shares773 from 773
Change0 (0%)
Value$277.8K (+$12.6K)
Filed 2026-10-26
Kwmg, LLC
INCREASED
Shares770 from 610
Change+160 (+26%)
Value$276.8K (+$67.4K)
Filed 2026-10-07
Curran Financial Partners, LLC
INCREASED
Shares770 from 728
Change+42 (+6%)
Value$276.7K (+$26.9K)
Filed 2026-11-04
Chartist Inc
UNCHANGED
Shares770 from 770
Change0 (0%)
Value$276.7K (+$12.5K)
Filed 2026-11-04
Plante Moran Financial Advisors, LLC
DECREASED
Shares769 from 829
Change-60 (-7%)
Value$276.4K (-$8.1K)
Filed 2026-11-04
Legacy Financial Group, Inc.
INCREASED
Shares769 from 741
Change+28 (+4%)
Value$276.5K (+$22.1K)
Filed 2026-10-21
Retirement Investment Advisors, Inc.
NEW
Shares768
Change+768
Value$276.0K
Filed 2026-10-22
Michael Brady & Co., LLC
DECREASED
Shares768 from 774
Change-6 (-1%)
Value$276.0K (+$10.4K)
Filed 2026-10-23
Durante & Waters, LLC
DECREASED
Shares766 from 813
Change-47 (-6%)
Value$275.2K (-$3.7K)
Filed 2026-10-28
Lantern Wealth Advisors, LLC
NEW
Shares763
Change+763
Value$274.3K
Filed 2026-10-22
Kendall Capital Management
UNCHANGED
Shares763 from 763
Change0 (0%)
Value$274.2K (+$12.4K)
Filed 2026-10-23
Bridgelight Financial Advisors, Inc.
DECREASED
Shares762 from 783
Change-21 (-3%)
Value$273.7K (+$4.9K)
Filed 2026-10-20
Mcdonald Partners LLC
UNCHANGED
Shares762 from 762
Change0 (0%)
Value$273.8K (+$12.4K)
Filed 2026-11-03
G&S Capital LLC
UNCHANGED
Shares761 from 761
Change0 (0%)
Value$273.5K (+$12.4K)
Filed 2026-10-23
Able Wealth Management LLC
DECREASED
Shares760 from 977
Change-217 (-22%)
Value$280.9K (-$32.9K)
Filed 2026-10-13
Boltwood Capital Management
INCREASED
Shares760 from 705
Change+55 (+8%)
Value$273.1K (+$31.2K)
Filed 2026-10-02
Valtinson Bruner Financial Planning LLC
DECREASED
Shares759 from 816
Change-57 (-7%)
Value$272.9K (-$7.2K)
Filed 2026-11-02
Security Financial Services, Inc.
DECREASED
Shares758 from 804
Change-46 (-6%)
Value$272.4K (-$3.5K)
Filed 2026-10-29
Madison Park Capital Advisors, LLC
NEW
Shares757
Change+757
Value$271.9K
Filed 2026-10-28
Clarity Wealth Development LLC
DECREASED
Shares757 from 1,450
Change-693 (-48%)
Value$272.2K (-$225.5K)
Filed 2026-10-22
Redw Wealth LLC
INCREASED
Shares756 from 747
Change+9 (+1%)
Value$271.7K (+$15.4K)
Filed 2026-11-02
Ironwood Financial, llc
UNCHANGED
Shares756 from 756
Change0 (0%)
Value$271.7K (+$1.2K)
Filed 2026-10-20
Weil Company, Inc.
NEW
Shares755
Change+755
Value$271.3K
Filed 2026-10-14
Reliant Investment Management, LLC
INCREASED
Shares754 from 680
Change+74 (+11%)
Value$270.9K (+$37.6K)
Filed 2026-10-14
James T. Borello RIA
INCREASED
Shares754 from 741
Change+13 (+2%)
Value$270.9K (+$16.7K)
Filed 2026-10-16
Wetzel Investment Advisors, Inc.
INCREASED
Shares754 from 745
Change+9 (+1%)
Value$270.9K (+$15.3K)
Filed 2026-10-13
Verus Financial Partners, Inc.
INCREASED
Shares752 from 725
Change+27 (+4%)
Value$270.2K (+$21.5K)
Filed 2026-10-29
Smallwood Wealth Investment Management, LLC
INCREASED
Shares751 from 730
Change+21 (+3%)
Value$270.1K (+$19.5K)
Filed 2026-10-30
Rinkey Investments
UNCHANGED
Shares751 from 751
Change0 (0%)
Value$269.9K (+$12.2K)
Filed 2026-10-28
Abound Wealth Management
INCREASED
Shares749 from 745
Change+4 (+1%)
Value$269.3K (+$13.6K)
Filed 2026-10-26
Lotus Asset Management LLC
INCREASED
Shares746 from 594
Change+152 (+26%)
Value$268.0K (+$64.3K)
Filed 2026-10-14
Union Savings Bank
UNCHANGED
Shares746 from 746
Change0 (0%)
Value$268.1K (+$12.1K)
Filed 2026-10-14
Three Magnolias Financial Advisors, LLC
DECREASED
Shares745 from 1,147
Change-402 (-35%)
Value$267.7K (-$125.8K)
Filed 2026-10-14
Edge Wealth Management LLC
UNCHANGED
Shares745 from 745
Change0 (0%)
Value$268.7K (+$13.1K)
Filed 2026-10-13
Sentinel Pension Advisors, LLC
NEW
Shares744
Change+744
Value$267.3K
Filed 2026-11-02
Wealth Advisory Solutions, LLC
NEW
Shares743
Change+743
Value$267.0K
Filed 2026-10-20
Financial Symmetry Inc
DECREASED
Shares743 from 851
Change-108 (-13%)
Value$267.0K (-$25.0K)
Filed 2026-10-06
Colorado Capital Management, Inc.
INCREASED
Shares743 from 686
Change+57 (+8%)
Value$267 (+$32)
Filed 2026-10-15
Bender Robert & Associates
NEW
Shares742
Change+742
Value$266.7K
Filed 2026-10-21
Strata Wealth Advisors, LLC
INCREASED
Shares741 from 625
Change+116 (+19%)
Value$266.4K (+$51.8K)
Filed 2026-10-16
Prospect Financial Group LLC
DECREASED
Shares740 from 924
Change-184 (-20%)
Value$265.9K (-$51.1K)
Filed 2026-11-05
Elser Financial Planning, Inc
INCREASED
Shares739 from 700
Change+39 (+6%)
Value$265.5K (+$25.4K)
Filed 2026-10-16
LiftPoint Family Wealth Advisors LLC
UNCHANGED
Shares738 from 738
Change0 (0%)
Value$265.2K (+$12.0K)
Filed 2026-11-03
MinichMacGregor Wealth Management, LLC
UNCHANGED
Shares738 from 738
Change0 (0%)
Value$265.2K (+$12.0K)
Filed 2026-10-14
Capital Square, LLC
INCREASED
Shares737 from 601
Change+136 (+23%)
Value$264.9K (+$54.9K)
Filed 2026-10-19
Fidelity D & D Bancorp Inc
UNCHANGED
Shares736 from 736
Change0 (0%)
Value$264.5K (+$12.0K)
Filed 2026-11-05
Ariston Services Group
UNCHANGED
Shares736 from 736
Change0 (0%)
Value$264.5K (+$12.0K)
Filed 2026-10-16
Foronjy Financial LLC
NEW
Shares734
Change+734
Value$263.8K
Filed 2026-10-14
First Community Trust NA
UNCHANGED
Shares731 from 731
Change0 (0%)
Value$262.7K (+$11.9K)
Filed 2026-10-07
RHS Financial, LLC
NEW
Shares730
Change+730
Value$262.3K
Filed 2026-10-13
Alternative Investment Advisors, Llc.
DECREASED
Shares730 from 750
Change-20 (-3%)
Value$263.2K (+$5.7K)
Filed 2026-11-03
Asset Advisors Investment Management, LLC
UNCHANGED
Shares727 from 727
Change0 (0%)
Value$261.2K (+$11.8K)
Filed 2026-10-19
Smith & Howard Wealth Management, LLC
NEW
Shares719
Change+719
Value$258.5K
Filed 2026-10-27
Strid Group, LLC
DECREASED
Shares716 from 800
Change-84 (-10%)
Value$257.4K (-$17.2K)
Filed 2026-10-28
Bayban
UNCHANGED
Shares715 from 715
Change0 (0%)
Value$245.3K ($0)
Filed 2026-11-05
Albert D Mason Inc
UNCHANGED
Shares715 from 715
Change0 (0%)
Value$256.9K (+$11.6K)
Filed 2026-10-27
Lakewood Asset Management LLC
DECREASED
Shares714 from 718
Change-4 (-1%)
Value$256.6K (+$10.2K)
Filed 2026-10-26
Serenity Investment Advisors
UNCHANGED
Shares706 from 706
Change0 (0%)
Value$253.7K (-$4.5K)
Filed 2026-10-30
J. L. Bainbridge & Co., Inc.
INCREASED
Shares704 from 703
Change+1 (+0%)
Value$252.8K (+$11.5K)
Filed 2026-10-20
Brighton Securities Corp.
DECREASED
Shares701 from 702
Change-1 (0%)
Value$251.9K (+$11.0K)
Filed 2026-10-08
Parkside Investments, LLC
INCREASED
Shares700 from 699
Change+1 (+0%)
Value$251.7K (+$11.7K)
Filed 2026-10-20
Smart Wealth LLC
INCREASED
Shares698 from 677
Change+21 (+3%)
Value$250.8K (+$18.4K)
Filed 2026-11-04
Schorn Wealth LLC
INCREASED
Shares697 from 696
Change+1 (+0%)
Value$250.5K (+$11.5K)
Filed 2026-10-14
Councilmark Asset Management, LLC
UNCHANGED
Shares697 from 697
Change0 (0%)
Value$250.5K (+$11.3K)
Filed 2026-10-20
Johnson Bixby & Associates, LLC
NEW
Shares695
Change+695
Value$249.7K
Filed 2026-10-14
Walleye Partners, LLC
UNCHANGED
Shares694 from 694
Change0 (0%)
Value$249.4K (+$11.3K)
Filed 2026-10-13
Breachway Investments LLC
INCREASED
Shares692 from 592
Change+100 (+17%)
Value$248.7K (+$45.5K)
Filed 2026-10-19
Asset Allocation & Management Company, LLC
UNCHANGED
Shares690 from 690
Change0 (0%)
Value$248 (+$11)
Filed 2026-10-13
Hartmann Taylor Wealth Management, LLC
DECREASED
Shares689 from 697
Change-8 (-1%)
Value$247.6K (+$36.9K)
Filed 2026-10-14
Darrow Company, Inc.
UNCHANGED
Shares687 from 687
Change0 (0%)
Value$246.9K (+$11.2K)
Filed 2026-10-22
Gray Private Wealth, LLC
UNCHANGED
Shares687 from 687
Change0 (0%)
Value$246.9K (+$11.2K)
Filed 2026-10-28
Franklin Street Advisors Inc
DECREASED
Shares686 from 786
Change-100 (-13%)
Value$246.5K (-$23.2K)
Filed 2026-10-13
WealthCare Investment Partners, LLC
INCREASED
Shares686 from 685
Change+1 (+0%)
Value$246.6K (+$11.6K)
Filed 2026-11-05
Ddfg, Inc
UNCHANGED
Shares686 from 686
Change0 (0%)
Value$246.5K (+$11.2K)
Filed 2026-10-15
Gibraltar Capital Management, Inc.
NEW
Shares685
Change+685
Value$246.1K
Filed 2026-10-27
Capital Investment Services of America, Inc.
UNCHANGED
Shares685 from 685
Change0 (0%)
Value$246.1K (+$11.1K)
Filed 2026-11-02
Catalyst Private Wealth, LLC
NEW
Shares684
Change+684
Value$245.8K
Filed 2026-10-13
Parkway Wealth Management Group, LLC
INCREASED
Shares683 from 612
Change+71 (+12%)
Value$245.3K (+$35.2K)
Filed 2026-10-20
Heritage OAK Wealth Advisors LLC
INCREASED
Shares682 from 626
Change+56 (+9%)
Value$245.1K (+$30.2K)
Filed 2026-10-14
Inlight Wealth Management, LLC
NEW
Shares679
Change+679
Value$244.0K
Filed 2026-10-21
Kaydan Wealth Management, Inc.
DECREASED
Shares679 from 769
Change-90 (-12%)
Value$244.0K (-$19.9K)
Filed 2026-10-08
International Private Wealth Advisors LLC
DECREASED
Shares679 from 745
Change-66 (-9%)
Value$244.2K (-$11.6K)
Filed 2026-11-05
Total Investment Management Inc
UNCHANGED
Shares679 from 679
Change0 (0%)
Value$244.0K (-$4.6K)
Filed 2026-10-22
Townsend & Associates, Inc
INCREASED
Shares676 from 600
Change+76 (+13%)
Value$272.2K (+$55.8K)
Filed 2026-10-23
Financial Management Professionals, Inc.
INCREASED
Shares673 from 661
Change+12 (+2%)
Value$241.9K (+$15.1K)
Filed 2026-10-23
Financial Harvest, LLC
NEW
Shares671
Change+671
Value$241.1K
Filed 2026-10-15
OFS Enterprise LLC
INCREASED
Shares671 from 664
Change+7 (+1%)
Value$241.1K (+$13.3K)
Filed 2026-10-16
Lauterbach Financial Advisors, LLC
UNCHANGED
Shares671 from 671
Change0 (0%)
Value$241.1K (+$10.9K)
Filed 2026-10-21
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED
Shares669 from 846
Change-177 (-21%)
Value$240.4K (-$49.9K)
Filed 2026-10-13
Mayfair Advisory Group, LLC
INCREASED
Shares668 from 655
Change+13 (+2%)
Value$240.2K (+$7.1K)
Filed 2026-10-20
Catalyst Investment Management LLC
UNCHANGED
Shares668 from 668
Change0 (0%)
Value$239.9K (+$10.8K)
Filed 2026-10-21
Brindle & Bay Financial Advisors, LLC
DECREASED
Shares667 from 675
Change-8 (-1%)
Value$239.5K (+$8.0K)
Filed 2026-10-15
Integrated Wealth Management
DECREASED
Shares666 from 672
Change-6 (-1%)
Value$239.2K (+$8.8K)
Filed 2026-10-19
Philip James Wealth Mangement, LLC
NEW
Shares665
Change+665
Value$238.9K
Filed 2026-10-27
DeLarme Wealth Management, Inc.
NEW
Shares665
Change+665
Value$239.0K
Filed 2026-10-30
IMG Wealth Management, Inc.
INCREASED
Shares664 from 619
Change+45 (+7%)
Value$238.6K (+$26.2K)
Filed 2026-10-27
Elevation Wealth Management LLC
INCREASED
Shares663 from 603
Change+60 (+10%)
Value$238.4K (+$31.5K)
Filed 2026-11-02
Redwood Family Wealth LLC
INCREASED
Shares662 from 626
Change+36 (+6%)
Value$237.8K (+$22.8K)
Filed 2026-10-20
Summit Financial Consulting LLC
UNCHANGED
Shares662 from 662
Change0 (0%)
Value$237.9K (+$10.8K)
Filed 2026-10-15
Wealth Quarterback LLC
DECREASED
Shares661 from 738
Change-77 (-10%)
Value$237.6K (-$15.6K)
Filed 2026-10-20
TopTier Wealth Management, LLC
INCREASED
Shares661 from 654
Change+7 (+1%)
Value$237.6K (+$13.1K)
Filed 2026-10-16
Van Cleef Asset Management,Inc
DECREASED
Shares660 from 695
Change-35 (-5%)
Value$237.2K (-$1.3K)
Filed 2026-10-20
Slow Capital, Inc.
UNCHANGED
Shares660 from 660
Change0 (0%)
Value$237.2K (+$10.7K)
Filed 2026-10-23
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares657 from 671
Change-14 (-2%)
Value$236.1K (+$5.9K)
Filed 2026-10-16
Code Waechter LLC
DECREASED
Shares657 from 666
Change-9 (-1%)
Value$236.1K (+$7.6K)
Filed 2026-10-23
1620 Investment Advisors, Inc.
INCREASED
Shares657 from 652
Change+5 (+1%)
Value$236.1K (+$12.0K)
Filed 2026-11-04
Strengthening Families & Communities, LLC
DECREASED
Shares654 from 673
Change-19 (-3%)
Value$235.0K (+$4.1K)
Filed 2026-10-21
David J Yvars Group
UNCHANGED
Shares653 from 653
Change0 (0%)
Value$234.7K (+$10.6K)
Filed 2026-10-09
Thoma Capital Management LLC
DECREASED
Shares652 from 654
Change-2 (0%)
Value$234.3K (+$9.9K)
Filed 2026-10-19
Provident Living Financial Services, Inc.
NEW
Shares651
Change+651
Value$269.2K
Filed 2026-11-03
Cumberland Advisors Inc
INCREASED
Shares650 from 640
Change+10 (+2%)
Value$233.6K (+$14.0K)
Filed 2026-10-30
RW Investment Management LLC
NEW
Shares649
Change+649
Value$233.2K
Filed 2026-11-03
Dynamic Wealth Strategies, LLC
DECREASED
Shares649 from 826
Change-177 (-21%)
Value$233.2K (-$50.2K)
Filed 2026-10-16
Penney Financial, LLC
INCREASED
Shares648 from 645
Change+3 (+0%)
Value$232.8K (+$11.6K)
Filed 2026-10-20
Accelerate Investment Advisors LLC
DECREASED
Shares647 from 702
Change-55 (-8%)
Value$232.5K (-$8.5K)
Filed 2026-11-02
Flagstone Financial Management
UNCHANGED
Shares646 from 646
Change0 (0%)
Value$232.2K (+$10.5K)
Filed 2026-11-05
Bestgate Wealth Advisors, LLC
NEW
Shares645
Change+645
Value$231.8K
Filed 2026-10-13
Aerodigm Wealth, LLC
DECREASED
Shares642 from 753
Change-111 (-15%)
Value$230.7K (-$27.5K)
Filed 2026-10-16
Maltin Wealth Management, Inc.
INCREASED
Shares641 from 640
Change+1 (+0%)
Value$230.2K (+$10.7K)
Filed 2026-10-13
Cosner Financial Group, LLC
UNCHANGED
Shares640 from 640
Change0 (0%)
Value$230.0K (+$10.4K)
Filed 2026-11-03
Reality Financial Planning Services, LLC
NEW
Shares638
Change+638
Value$229.3K
Filed 2026-11-03
Bryant Woods Investment Advisors, LLC
DECREASED
Shares637 from 660
Change-23 (-3%)
Value$228.9K (+$2.5K)
Filed 2026-10-26
Opus Capital Group, LLC
UNCHANGED
Shares637 from 637
Change0 (0%)
Value$229 (-$218.8K)
Filed 2026-10-30
Quantify Chaos Advisors, LLC
NEW
Shares636
Change+636
Value$228.5K
Filed 2026-11-04
Miller Global Investments, LLC
UNCHANGED
Shares633 from 633
Change0 (0%)
Value$227.5K (+$10.3K)
Filed 2026-10-02
Capstone Wealth Management Group, LLC
DECREASED
Shares631 from 633
Change-2 (0%)
Value$215.5K (-$1.5K)
Filed 2026-11-05
LifeGoal Investments, LLC
INCREASED
Shares630 from 589
Change+41 (+7%)
Value$226.4K (+$24.4K)
Filed 2026-10-09
Bay Harbor Wealth Management, LLC
INCREASED
Shares629 from 608
Change+21 (+3%)
Value$226.0K (+$17.4K)
Filed 2026-11-03
Woodward Diversified Capital, LLC
INCREASED
Shares629 from 622
Change+7 (+1%)
Value$226.1K (+$12.6K)
Filed 2026-10-21
Rubicon Advisors, GP
NEW
Shares628
Change+628
Value$225.7K
Filed 2026-10-23
Sincerus Advisory, LLC
NEW
Shares623
Change+623
Value$223.7K
Filed 2026-10-09
WealthTrust Asset Management, LLC
INCREASED
Shares623 from 585
Change+38 (+7%)
Value$223.9K (+$23.2K)
Filed 2026-10-22
Decision Investments, Inc
UNCHANGED
Shares622 from 622
Change0 (0%)
Value$223.5K (+$10.1K)
Filed 2026-10-07
Covestor Ltd
INCREASED
Shares621 from 551
Change+70 (+13%)
Value$223 (-$188.8K)
Filed 2026-10-30
Defender Capital, Llc.
UNCHANGED
Shares620 from 620
Change0 (0%)
Value$222.8K (+$10.1K)
Filed 2026-10-01
Parrish Capital LLC
INCREASED
Shares619 from 617
Change+2 (+0%)
Value$222.4K (+$10.7K)
Filed 2026-10-01
Reston Wealth Management LLC
INCREASED
Shares618 from 606
Change+12 (+2%)
Value$221.9K (+$14.0K)
Filed 2026-10-29
Penobscot Wealth Management
INCREASED
Shares616 from 600
Change+16 (+3%)
Value$221.4K (+$15.5K)
Filed 2026-10-21
Reicon Wealth Advisors, LLC
UNCHANGED
Shares616 from 616
Change0 (0%)
Value$221.3K (+$10.0K)
Filed 2026-11-04
Rodgers & Associates, LTD
DECREASED
Shares613 from 636
Change-23 (-4%)
Value$220.2K (+$2.1K)
Filed 2026-10-20
Pettinga Financial Advisors LLC
INCREASED
Shares613 from 599
Change+14 (+2%)
Value$220.3K (+$14.8K)
Filed 2026-10-13
Bucket List Wealth Management, LLC
INCREASED
Shares613 from 612
Change+1 (+0%)
Value$220.1K (+$10.2K)
Filed 2026-10-22
Bfsg, LLC
INCREASED
Shares607 from 504
Change+103 (+20%)
Value$218.2K (+$45.2K)
Filed 2026-10-30
Stonekeep Investments, LLC
DECREASED
Shares607 from 608
Change-1 (0%)
Value$218.2K (+$218.0K)
Filed 2026-10-15
Single Point Partners, LLC
DECREASED
Shares606 from 759
Change-153 (-20%)
Value$217.9K (-$42.6K)
Filed 2026-10-19
Stirlingshire Investments, Inc.
DECREASED
Shares605 from 699
Change-94 (-13%)
Value$217.5K (-$22.4K)
Filed 2026-11-05
Finer Wealth Management, Inc.
DECREASED
Shares605 from 685
Change-80 (-12%)
Value$217.5K (-$17.6K)
Filed 2026-10-16
FWG Investments, Llc.
INCREASED
Shares604 from 597
Change+7 (+1%)
Value$217.0K (+$12.0K)
Filed 2026-11-03
Cane Capital Partners, LLC
DECREASED
Shares603 from 4,469
Change-3,866 (-87%)
Value$216.7K (-$1.3M)
Filed 2026-10-23
BlueSky Wealth Advisors, LLC
INCREASED
Shares602 from 591
Change+11 (+2%)
Value$216.4K (+$13.6K)
Filed 2026-10-29
IronBridge Private Wealth, LLC
UNCHANGED
Shares602 from 602
Change0 (0%)
Value$216.3K (+$9.8K)
Filed 2026-11-03
Founders Capital Management
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$215.6K (+$9.7K)
Filed 2026-10-13
Wilsey Asset Management Inc
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$215.6K (+$9.7K)
Filed 2026-10-21
Opulen Financial Group LLC
NEW
Shares599
Change+599
Value$215.2K
Filed 2026-10-22
Clean Yield Group
DECREASED
Shares598 from 618
Change-20 (-3%)
Value$214.9K (+$2.8K)
Filed 2026-10-28
Stonehaven Wealth & TAX Solutions, LLC
DECREASED
Shares597 from 652
Change-55 (-8%)
Value$214.5K (-$9.2K)
Filed 2026-10-22
TrueWealth Advisors, LLC
UNCHANGED
Shares597 from 597
Change0 (0%)
Value$214.4K (+$9.7K)
Filed 2026-10-09
Stonebridge Wealth Management, LLC
UNCHANGED
Shares595 from 595
Change0 (0%)
Value$213.8K (+$9.7K)
Filed 2026-10-09
Odyssey Capital Advisors, Inc.
DECREASED
Shares591 from 740
Change-149 (-20%)
Value$212.3K (-$41.8K)
Filed 2026-10-26
Layline Advisors, LLC
DECREASED
Shares591 from 634
Change-43 (-7%)
Value$212.5K (-$5.1K)
Filed 2026-11-02
Wisconsin Wealth Advisors, LLC
DECREASED
Shares590 from 640
Change-50 (-8%)
Value$212.0K (-$7.6K)
Filed 2026-10-08
O'Connor Financial Group LLC
INCREASED
Shares589 from 583
Change+6 (+1%)
Value$211.6K (+$11.6K)
Filed 2026-10-26
Wincap Financial LLC
DECREASED
Shares588 from 612
Change-24 (-4%)
Value$211.1K (+$1.2K)
Filed 2026-10-20
Essential Investment Partners LLC
INCREASED
Shares587 from 551
Change+36 (+7%)
Value$210.9K (+$21.9K)
Filed 2026-10-27
Wilkins Miller Wealth Management, LLC
DECREASED
Shares583 from 594
Change-11 (-2%)
Value$209.6K (+$5.8K)
Filed 2026-10-13
BKM Wealth Management, LLC
DECREASED
Shares580 from 611
Change-31 (-5%)
Value$208.4K (-$1.2K)
Filed 2026-10-22
White Pine Investment Co
NEW
Shares578
Change+578
Value$208
Filed 2026-10-15
Elevated Financial Group LLC
NEW
Shares578
Change+578
Value$207.7K
Filed 2026-10-16
W Advisors, LLC
NEW
Shares578
Change+578
Value$207.7K
Filed 2026-11-02
Richmond Investment Services, LLC
NEW
Shares578
Change+578
Value$207.6K
Filed 2026-10-29
ShankerValleau Wealth Advisors, Inc.
NEW
Shares576
Change+576
Value$207.0K
Filed 2026-10-16
Great Waters Wealth Management
NEW
Shares574
Change+574
Value$206.1K
Filed 2026-10-07
Burkett Financial Services, LLC
INCREASED
Shares574 from 304
Change+270 (+89%)
Value$206.5K (+$102.1K)
Filed 2026-10-01
marrick wealth, LLC
DECREASED
Shares573 from 585
Change-12 (-2%)
Value$205.9K (+$5.2K)
Filed 2026-10-20
Stewardship Concepts Financial Services LLC
NEW
Shares571
Change+571
Value$205.1K
Filed 2026-10-06
McMill Wealth Management
NEW
Shares570
Change+570
Value$204.8K
Filed 2026-11-05
Liberty Atlantic Advisors LLC
NEW
Shares568
Change+568
Value$204.1K
Filed 2026-10-14
Brown Wealth Management, LLC
NEW
Shares568
Change+568
Value$204.1K
Filed 2026-10-20
Confluence Investment Management LLC
NEW
Shares567
Change+567
Value$203.7K
Filed 2026-10-01
Tucker Asset Management LLC
NEW
Shares567
Change+567
Value$203.8K
Filed 2026-10-29
Larry Mathis Financial Planning, LLC
DECREASED
Shares566 from 2,519
Change-1,953 (-78%)
Value$203.4K (-$660.9K)
Filed 2026-10-26
Alliance Private Wealth, LLC
NEW
Shares564
Change+564
Value$202.7K
Filed 2026-10-20
Capital Squared Financial LLC
DECREASED
Shares564 from 810
Change-246 (-30%)
Value$202.6K (-$75.2K)
Filed 2026-10-30
Rare Wolf Capital LLC
NEW
Shares561
Change+561
Value$201.6K
Filed 2026-10-20
New Capital Management LP
NEW
Shares559
Change+559
Value$201.0K
Filed 2026-10-29
Conrad Siegel Investment Advisors, Inc.
NEW
Shares557
Change+557
Value$200.1K
Filed 2026-10-08
A4 Wealth Advisors LLC
NEW
Shares557
Change+557
Value$200.1K
Filed 2026-10-20
Evergreen Private Wealth LLC
INCREASED
Shares554 from 520
Change+34 (+7%)
Value$199.2K (+$20.7K)
Filed 2026-10-30
Balance Wealth Partners LLC
DECREASED
Shares536 from 583
Change-47 (-8%)
Value$192.5K (-$7.5K)
Filed 2026-10-27
Comprehensive Financial Planning, Inc.
DECREASED
Shares517 from 713
Change-196 (-27%)
Value$185.8K (-$58.8K)
Filed 2026-10-27
Creative Capital Management Investments LLC
INCREASED
Shares511 from 436
Change+75 (+17%)
Value$183.7K (+$34.0K)
Filed 2026-10-28
New England Capital Financial Advisors LLC
INCREASED
Shares510 from 509
Change+1 (+0%)
Value$183.1K (+$8.4K)
Filed 2026-11-03
Essential Partners LLC
DECREASED
Shares508 from 510
Change-2 (0%)
Value$182.5K (+$7.6K)
Filed 2026-10-14
Maseco LLP
INCREASED
Shares504 from 483
Change+21 (+4%)
Value$181.2K (+$15.7K)
Filed 2026-10-27
Valued Wealth Advisors LLC
INCREASED
Shares503 from 437
Change+66 (+15%)
Value$180.9K (+$31.1K)
Filed 2026-11-05
Activest Wealth Management
INCREASED
Shares485 from 300
Change+185 (+62%)
Value$174.3K (+$71.5K)
Filed 2026-10-15
Hughes Financial Services, LLC
INCREASED
Shares485 from 417
Change+68 (+16%)
Value$199.3K (+$56.1K)
Filed 2026-10-30
Entrust Financial LLC
INCREASED
Shares481 from 458
Change+23 (+5%)
Value$172.8K (+$15.8K)
Filed 2026-11-04
Quest 10 Wealth Builders, Inc.
INCREASED
Shares479 from 431
Change+48 (+11%)
Value$172.0K (+$24.3K)
Filed 2026-11-02
MB, Levis & Associates, LLC
DECREASED
Shares471 from 482
Change-11 (-2%)
Value$169.4K (+$3.9K)
Filed 2026-10-16
Hurley Capital, LLC
INCREASED
Shares465 from 464
Change+1 (+0%)
Value$167.2K (+$8.1K)
Filed 2026-11-05
CGC Financial Services, LLC
UNCHANGED
Shares465 from 465
Change0 (0%)
Value$167.1K (+$7.6K)
Filed 2026-10-13
Hara Capital LLC
UNCHANGED
Shares460 from 460
Change0 (0%)
Value$165.3K (+$7.5K)
Filed 2026-10-30
Maj Invest Holding A/S
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$162 (+$8)
Filed 2026-10-27
Barrett & Company, Inc.
DECREASED
Shares445 from 801
Change-356 (-44%)
Value$159.9K (-$114.9K)
Filed 2026-10-22
CrossGen Wealth, LLC
INCREASED
Shares443 from 428
Change+15 (+4%)
Value$159.1K (+$12.4K)
Filed 2026-10-30
Phillip James Consulting Co.
UNCHANGED
Shares435 from 435
Change0 (0%)
Value$156.3K (+$7.1K)
Filed 2026-11-03
Tompkins Financial Corp
UNCHANGED
Shares407 from 407
Change0 (0%)
Value$146.2K (+$6.6K)
Filed 2026-10-05
Horizon Financial Services, LLC
INCREASED
Shares405 from 382
Change+23 (+6%)
Value$145.5K (+$14.5K)
Filed 2026-11-04
Glass Jacobson Investment Advisors llc
DECREASED
Shares379 from 380
Change-1 (0%)
Value$136.2K (+$5.8K)
Filed 2026-10-26
Aspect Partners, LLC
INCREASED
Shares362 from 244
Change+118 (+48%)
Value$130.2K (+$46.4K)
Filed 2026-10-20
True Wealth Design, LLC
INCREASED
Shares357 from 318
Change+39 (+12%)
Value$128.3K (+$19.2K)
Filed 2026-10-13
Tower Trust & Investment Co
INCREASED
Shares340 from 246
Change+94 (+38%)
Value$122.2K (+$37.8K)
Filed 2026-10-28
American Capital Advisory, LLC
DECREASED
Shares332 from 339
Change-7 (-2%)
Value$119.3K (+$3.0K)
Filed 2026-10-28
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares331 from 331
Change0 (0%)
Value$118.9K (+$5.4K)
Filed 2026-10-16
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares322 from 1,593
Change-1,271 (-80%)
Value$115.7K (-$431.1K)
Filed 2026-10-14
Gleason Group, Inc.
DECREASED
Shares320 from 513
Change-193 (-38%)
Value$115.2K (-$61.0K)
Filed 2026-10-15
Bank & Trust Co
UNCHANGED
Shares306 from 306
Change0 (0%)
Value$110.0K (+$5.0K)
Filed 2026-10-07
3 Factor Indexing, LLC
UNCHANGED
Shares304 from 304
Change0 (0%)
Value$109.2K (+$4.9K)
Filed 2026-10-15
Cherry Tree Wealth Management, LLC
INCREASED
Shares302 from 300
Change+2 (+1%)
Value$108.3K (+$5.6K)
Filed 2026-10-15
LAM Group, Inc.
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$107.8K (+$4.9K)
Filed 2026-10-26
Hoey Investments, Inc
INCREASED
Shares297 from 197
Change+100 (+51%)
Value$106.7K (+$39.1K)
Filed 2026-10-29
First United Bank & Trust
UNCHANGED
Shares287 from 287
Change0 (0%)
Value$103.1K (+$4.7K)
Filed 2026-10-22
MidAtlantic Capital Management, Inc.
NEW
Shares273
Change+273
Value$98.1K
Filed 2026-11-05
Maryland Capital Advisors Inc.
UNCHANGED
Shares268 from 268
Change0 (0%)
Value$96.3K (+$4.4K)
Filed 2026-10-15
Compound Global Advisors, LLC
DECREASED
Shares250 from 500
Change-250 (-50%)
Value$89.8K (-$81.7K)
Filed 2026-10-20
RMG Wealth Management LLC
UNCHANGED
Shares246 from 246
Change0 (0%)
Value$101.8K (+$13.4K)
Filed 2026-10-26
Kings Path Partners LLC
UNCHANGED
Shares240 from 240
Change0 (0%)
Value$86.2K (+$3.9K)
Filed 2026-10-21
Downshift Financial, LLC
INCREASED
Shares234 from 227
Change+7 (+3%)
Value$84.0K (+$6.2K)
Filed 2026-10-13
Cedar Mountain Advisors, LLC
DECREASED
Shares233 from 361
Change-128 (-35%)
Value$83.9K (-$40.1K)
Filed 2026-10-15
Redwood Park Advisors LLC
INCREASED
Shares233 from 232
Change+1 (+0%)
Value$83.6K (+$3.9K)
Filed 2026-11-02
Tradewinds Capital Management, LLC
INCREASED
Shares230 from 229
Change+1 (+0%)
Value$82.5K (+$3.8K)
Filed 2026-10-23
Dhjj Financial Advisors, Ltd.
INCREASED
Shares228 from 216
Change+12 (+6%)
Value$82.0K (+$7.9K)
Filed 2026-10-23
Hoese & Co LLP
UNCHANGED
Shares225 from 225
Change0 (0%)
Value$80.8K (+$3.7K)
Filed 2026-10-21
Burk Holdings LLC
INCREASED
Shares224 from 203
Change+21 (+10%)
Value$80.5K (+$10.8K)
Filed 2026-11-05
USA Financial Formulas
NEW
Shares221
Change+221
Value$79.4K
Filed 2026-10-16
Birchwood Financial Partners, Inc.
INCREASED
Shares221 from 199
Change+22 (+11%)
Value$79.4K (+$11.1K)
Filed 2026-11-02
Bare Financial Services, Inc
INCREASED
Shares217 from 197
Change+20 (+10%)
Value$78.0K (+$10.4K)
Filed 2026-11-04
Hickory Point Bank & Trust
UNCHANGED
Shares217 from 217
Change0 (0%)
Value$78.0K (+$3.5K)
Filed 2026-10-01
Harbor Capital Advisors, Inc.
DECREASED
Shares207 from 408
Change-201 (-49%)
Value$74 (-$139.9K)
Filed 2026-10-22
RHL Group, LLC
INCREASED
Shares203 from 88
Change+115 (+131%)
Value$73.0K (+$42.8K)
Filed 2026-11-04
Nova Financial LLC
NEW
Shares201
Change+201
Value$72.2K
Filed 2026-11-04
Catherine Avery Investment Management LLC
UNCHANGED
Shares197 from 197
Change0 (0%)
Value$70.8K (+$3.2K)
Filed 2026-10-14
Retirement Wealth Solutions LLC
INCREASED
Shares196 from 38
Change+158 (+416%)
Value$70.4K (+$57.4K)
Filed 2026-10-07
Marquette Asset Management, LLC
INCREASED
Shares190 from 148
Change+42 (+28%)
Value$68.3K (+$17.5K)
Filed 2026-10-09
Vima LLC
INCREASED
Shares189 from 188
Change+1 (+1%)
Value$67.8K (+$3.2K)
Filed 2026-10-23
Navigoe, LLC
UNCHANGED
Shares188 from 188
Change0 (0%)
Value$67 (-$63.9K)
Filed 2026-11-04
Access Investment Management LLC
UNCHANGED
Shares178 from 178
Change0 (0%)
Value$64.0K (+$2.9K)
Filed 2026-10-23
CKW Financial Group
INCREASED
Shares168 from 112
Change+56 (+50%)
Value$60 (+$21)
Filed 2026-10-29
Tounjian Advisory Partners, LLC
DECREASED
Shares168 from 188
Change-20 (-11%)
Value$60.3K (-$4.2K)
Filed 2026-11-04
Moisand Fitzgerald Tamayo, LLC
INCREASED
Shares164 from 128
Change+36 (+28%)
Value$58.9K (+$15.0K)
Filed 2026-10-15
Eukles Asset Management
UNCHANGED
Shares164 from 164
Change0 (0%)
Value$58.9K (+$2.7K)
Filed 2026-11-04
Beutel, Goodman & Co Ltd.
UNCHANGED
Shares157 from 157
Change0 (0%)
Value$56 (+$3)
Filed 2026-11-04
Accordant Advisory Group Inc
UNCHANGED
Shares155 from 155
Change0 (0%)
Value$55.7K (+$2.5K)
Filed 2026-10-29
Foresight Capital Management Advisors, Inc.
NEW
Shares153
Change+153
Value$55.0K
Filed 2026-10-27
KFG LLC
NEW
Shares150
Change+150
Value$53.9K
Filed 2026-11-02
Beacon Financial Strategies Corp
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$53.9K (+$2.4K)
Filed 2026-10-14
West Financial Advisors, LLC
UNCHANGED
Shares145 from 145
Change0 (0%)
Value$52.1K (+$2.4K)
Filed 2026-10-22
Key Capital Management, Inc
INCREASED
Shares143 from 122
Change+21 (+17%)
Value$51.4K (+$9.5K)
Filed 2026-11-03
Trellis Wealth Advisors LLC
NEW
Shares132
Change+132
Value$47.4K
Filed 2026-10-19
Paladin Partners, LLC
UNCHANGED
Shares124 from 124
Change0 (0%)
Value$44.6K (+$2.0K)
Filed 2026-10-06
Midwest Capital Advisors, LLC
UNCHANGED
Shares124 from 124
Change0 (0%)
Value$44.6K (+$2.0K)
Filed 2026-11-04
Mountain Hill Investment Partners Corp.
UNCHANGED
Shares120 from 120
Change0 (0%)
Value$43.1K (+$1.9K)
Filed 2026-10-23
Planning Strategies Inc.
INCREASED
Shares110 from 96
Change+14 (+15%)
Value$39.5K (+$6.6K)
Filed 2026-10-02
Aventus Investment Advisors, Inc.
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$39.5K (+$1.8K)
Filed 2026-10-09
Advantage Trust Co
UNCHANGED
Shares108 from 108
Change0 (0%)
Value$38.8K (+$1.8K)
Filed 2026-10-19
DecisionPoint Financial, LLC
INCREASED
Shares106 from 26
Change+80 (+308%)
Value$38.1K (+$29.0K)
Filed 2026-10-27
Old Second National Bank of Aurora
UNCHANGED
Shares103 from 103
Change0 (0%)
Value$37.0K (+$1.7K)
Filed 2026-10-22
Sima Wealth Partners, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$35.9K (+$1.6K)
Filed 2026-10-19
Cdkv Holdings LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$35.9K (+$1.6K)
Filed 2026-10-28
Portfolio Resources Advisor Group, Inc.
NEW
Shares97
Change+97
Value$34.9K
Filed 2026-10-20
Essex Investment Management Co LLC
UNCHANGED
Shares92 from 92
Change0 (0%)
Value$33.1K (+$1.5K)
Filed 2026-10-19
Sellwood Investment Partners LLC
UNCHANGED
Shares91 from 91
Change0 (0%)
Value$32.7K (+$1.5K)
Filed 2026-11-03
Dorato Capital Management
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$33.5K (+$2.1K)
Filed 2026-10-08
Curat Global, LLC
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$32.3K (+$5.1K)
Filed 2026-10-26
Friedenthal Financial
NEW
Shares89
Change+89
Value$32.0K
Filed 2026-10-27
Lloyd Advisory Services, Llc.
DECREASED
Shares86 from 96
Change-10 (-10%)
Value$30.9K (-$2.1K)
Filed 2026-11-02
Fairman Group, LLC
INCREASED
Shares84 from 74
Change+10 (+14%)
Value$30.0K (+$4.8K)
Filed 2026-10-26
Bradley & Co. Private Wealth Management, LLC
UNCHANGED
Shares84 from 84
Change0 (0%)
Value$30.2K (+$1.4K)
Filed 2026-10-23
Harbor Asset Planning, Inc.
UNCHANGED
Shares81 from 81
Change0 (0%)
Value$29.2K (+$1.3K)
Filed 2026-10-23
Carolina Wealth Advisors, LLC
INCREASED
Shares76 from 71
Change+5 (+7%)
Value$27.3K (+$3.0K)
Filed 2026-10-23
John Boyer, Inc.
NEW
Shares75
Change+75
Value$27.1K
Filed 2026-10-27
Sunrise Financial Services, LLC
UNCHANGED
Shares68 from 68
Change0 (0%)
Value$24.4K (+$1.1K)
Filed 2026-10-21
Cranbrook Wealth Management, LLC
INCREASED
Shares66 from 40
Change+26 (+65%)
Value$23.7K (+$10.0K)
Filed 2026-10-28
Torren Management, LLC
UNCHANGED
Shares66 from 66
Change0 (0%)
Value$23.8K (+$1.1K)
Filed 2026-10-29
WestEnd Advisors, LLC
DECREASED
Shares63 from 107
Change-44 (-41%)
Value$22.5K (-$14.2K)
Filed 2026-10-27
Evolution Wealth Management Inc.
DECREASED
Shares61 from 318
Change-257 (-81%)
Value$21.9K (-$87.2K)
Filed 2026-10-28
Virginia Estate & Retirement Planning Advisors Inc.
UNCHANGED
Shares56 from 56
Change0 (0%)
Value$20.1K (+$909)
Filed 2026-10-14
Monetary Solutions, Ltd
INCREASED
Shares54 from 52
Change+2 (+4%)
Value$19.4K (+$1.6K)
Filed 2026-10-22
Quaker Wealth Management, LLC
UNCHANGED
Shares54 from 54
Change0 (0%)
Value$19.4K (+$877)
Filed 2026-10-22
Reap Financial Group, LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$18.1K (+$847)
Filed 2026-11-02
MilWealth Group LLC
UNCHANGED
Shares48 from 48
Change0 (0%)
Value$17.2K (+$779)
Filed 2026-11-02
MJT & Associates Financial Advisory Group, Inc.
INCREASED
Shares47 from 42
Change+5 (+12%)
Value$16.9K (+$2.5K)
Filed 2026-10-07
Hoertkorn Richard Charles
UNCHANGED
Shares46 from 46
Change0 (0%)
Value$16.5K (+$747)
Filed 2026-11-04
Prudent Man Investment Management, Inc.
DECREASED
Shares40 from 63
Change-23 (-37%)
Value$14.5K (-$7.6K)
Filed 2026-11-03
McCarley & Cook Financial Planners
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$14.4K (+$649)
Filed 2026-10-21
PayPay Securities Corp
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$12.9K (+$585)
Filed 2026-10-27
Signature Resources Capital Management, LLC
DECREASED
Shares32 from 56
Change-24 (-43%)
Value$11.5K (-$7.7K)
Filed 2026-10-16
Breakwater Investment Management
INCREASED
Shares32 from 16
Change+16 (+100%)
Value$11.5K (+$6.0K)
Filed 2026-10-20
Richardson Capital Management LLC
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$11.5K (+$520)
Filed 2026-10-23
NorthAvenue LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$10.8K (+$487)
Filed 2026-10-29
Morton Brown Family Wealth, LLC
DECREASED
Shares29 from 31
Change-2 (-6%)
Value$10.4K (-$215)
Filed 2026-10-23
SRH Advisors, LLC
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$10.1K (+$454)
Filed 2026-10-22
Fiduciary Advisors, Inc.
INCREASED
Shares27 from 10
Change+17 (+170%)
Value$9.7K (+$6.3K)
Filed 2026-10-16
Montgomery Financial Services LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$9.0K (+$406)
Filed 2026-11-03
Steph & Co
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$8.6K (+$390)
Filed 2026-10-07
Granite FO LLC
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$8.3K (+$374)
Filed 2026-10-14
POM Investment Strategies, LLC
DECREASED
Shares22 from 25
Change-3 (-12%)
Value$7.9K (-$667)
Filed 2026-10-20
Contravisory Investment Management, Inc.
INCREASED
Shares19 from 8
Change+11 (+138%)
Value$6.8K (+$4.1K)
Filed 2026-10-13
Team Financial Group, LLC
NEW
Shares17
Change+17
Value$6.2K
Filed 2026-10-30
Bernzott Capital Advisors
NEW
Shares17
Change+17
Value$6.1K
Filed 2026-10-29
Advocate Investing Services LLC
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$5.7K (+$260)
Filed 2026-10-26
Nvest Wealth Strategies, Inc.
DECREASED
Shares12 from 35
Change-23 (-66%)
Value$4.3K (-$7.7K)
Filed 2026-10-14
Decker Retirement Planning Inc.
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$3.6K (+$162)
Filed 2026-10-19
Marshall & Sterling Wealth Advisors Inc.
NEW
Shares9
Change+9
Value$3.2K
Filed 2026-10-28
Rachor Investment Advisory Services, LLC
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$2.5K (+$114)
Filed 2026-10-29
Capital CS Group, LLC
NEW
Shares6
Change+6
Value$2.2K
Filed 2026-10-29
Caitong International Asset Management Co., Ltd
DECREASED
Shares5 from 899
Change-894 (-99%)
Value$1.8K (-$306.6K)
Filed 2026-10-29
Fairway Wealth LLC
DECREASED
Shares5 from 10
Change-5 (-50%)
Value$1.8K (-$1.6K)
Filed 2026-10-30
Networth Advisors, LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$1.4K (+$68)
Filed 2026-11-03
Miller Wealth Advisors, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$719 (+$33)
Filed 2026-11-02
Imc-Chicago, LLC
CLOSED
Shares0 from 35,518
Change-35,518 (-100%)
Value$0 (-$12.2M)
Filed 2026-11-05
Two Creeks Capital Management, LP
CLOSED
Shares0 from 21,377
Change-21,377 (-100%)
Value$0 (-$7.3M)
Filed 2026-10-08
Wellington Shields & Co., LLC
CLOSED
Shares0 from 12,418
Change-12,418 (-100%)
Value$0 (-$4.3M)
Filed 2026-11-03
Econ Financial Services Corp
CLOSED
Shares0 from 9,462
Change-9,462 (-100%)
Value$0 (-$3.2M)
Filed 2026-10-19
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 8,860
Change-8,860 (-100%)
Value$0 (-$3.0M)
Filed 2026-11-03
Machina Capital S.A.S.
CLOSED
Shares0 from 6,169
Change-6,169 (-100%)
Value$0 (-$2.1M)
Filed 2026-11-05
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 5,484
Change-5,484 (-100%)
Value$0 (-$1.9M)
Filed 2026-10-16
Kapitalo Investimentos Ltda
CLOSED
Shares0 from 4,952
Change-4,952 (-100%)
Value$0 (-$1.7M)
Filed 2026-10-20
111 Capital
CLOSED
Shares0 from 3,802
Change-3,802 (-100%)
Value$0 (-$1.3M)
Filed 2026-11-03
FNY Investment Advisers, LLC
CLOSED
Shares0 from 2,863
Change-2,863 (-100%)
Value$0 (-$982)
Filed 2026-10-16
Hofer & Associates. Inc
CLOSED
Shares0 from 2,518
Change-2,518 (-100%)
Value$0 (-$864.1K)
Filed 2026-10-13
Tuttle Capital Management, LLC
CLOSED
Shares0 from 2,175
Change-2,175 (-100%)
Value$0 (-$746.2K)
Filed 2026-10-21
Counterpoint Mutual Funds LLC
CLOSED
Shares0 from 1,870
Change-1,870 (-100%)
Value$0 (-$641.6K)
Filed 2026-10-16
Unify Financial Advisors
CLOSED
Shares0 from 1,567
Change-1,567 (-100%)
Value$0 (-$537.6K)
Filed 2026-11-03
Newport Capital Group, LLC
CLOSED
Shares0 from 1,354
Change-1,354 (-100%)
Value$0 (-$464.5K)
Filed 2026-10-16
Sagace Wealth Management LLC
CLOSED
Shares0 from 1,352
Change-1,352 (-100%)
Value$0 (-$463.9K)
Filed 2026-10-28
Scarborough Advisors, LLC
CLOSED
Shares0 from 1,304
Change-1,304 (-100%)
Value$0 (-$420.5K)
Filed 2026-10-16
CogentBlue Wealth Advisors, LLC
CLOSED
Shares0 from 1,253
Change-1,253 (-100%)
Value$0 (-$429.9K)
Filed 2026-10-09
MKT Advisors LLC
CLOSED
Shares0 from 939
Change-939 (-100%)
Value$0 (-$330.6K)
Filed 2026-10-20
AdviceOne Advisory Services, LLC
CLOSED
Shares0 from 864
Change-864 (-100%)
Value$0 (-$296.5K)
Filed 2026-10-19
Raub Brock Capital Management LP
CLOSED
Shares0 from 855
Change-855 (-100%)
Value$0 (-$293.5K)
Filed 2026-10-21
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 829
Change-829 (-100%)
Value$0 (-$284.4K)
Filed 2026-10-26
Arlington Partners LLC
CLOSED
Shares0 from 806
Change-806 (-100%)
Value$0 (-$276.5K)
Filed 2026-10-20
B.O.S.S. Retirement Advisors, LLC
CLOSED
Shares0 from 774
Change-774 (-100%)
Value$0 (-$265.5K)
Filed 2026-10-26
Meridian Investment Counsel Inc.
CLOSED
Shares0 from 751
Change-751 (-100%)
Value$0 (-$257.7K)
Filed 2026-10-14
Dynamic Financial Group
CLOSED
Shares0 from 727
Change-727 (-100%)
Value$0 (-$249.4K)
Filed 2026-10-28
Commons Capital, LLC
CLOSED
Shares0 from 659
Change-659 (-100%)
Value$0 (-$226.1K)
Filed 2026-11-05
Provident Wealth Management, LLC
CLOSED
Shares0 from 634
Change-634 (-100%)
Value$0 (-$217.5K)
Filed 2026-10-20
Summit Financial Strategies, Inc.
CLOSED
Shares0 from 599
Change-599 (-100%)
Value$0 (-$205.6K)
Filed 2026-10-14
Element Pointe Advisors, LLC
CLOSED
Shares0 from 594
Change-594 (-100%)
Value$0 (-$203.8K)
Filed 2026-10-21
Verus Wealth Management, LLC
CLOSED
Shares0 from 588
Change-588 (-100%)
Value$0 (-$201.7K)
Filed 2026-10-13
Ramsey Quantitative Systems
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$171.5K)
Filed 2026-10-22
Gill Capital Partners, LLC
CLOSED
Shares0 from 339
Change-339 (-100%)
Value$0 (-$116.4K)
Filed 2026-10-13
Midway Capital Research & Management
CLOSED
Shares0 from 305
Change-305 (-100%)
Value$0 (-$104.6K)
Filed 2026-10-20
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 199
Change-199 (-100%)
Value$0 (-$68.3K)
Filed 2026-10-29
Robinswood Financial LLC
CLOSED
Shares0 from 116
Change-116 (-100%)
Value$0 (-$40.0K)
Filed 2026-10-20
Whipplewood Advisors, LLC
CLOSED
Shares0 from 115
Change-115 (-100%)
Value$0 (-$39.5K)
Filed 2026-10-20
Bullseye Investment Management, LLC
CLOSED
Shares0 from 60
Change-60 (-100%)
Value$0 (-$20.6K)
Filed 2026-10-29
Stone House Investment Management, LLC
CLOSED
Shares0 from 31
Change-31 (-100%)
Value$0 (-$10.6K)
Filed 2026-10-23
Intact Investment Management Inc.
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-11-03
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$4.5M (+$520.9K)
Filed 2026-10-29
BlackRock, Inc.
N/A
Shares— from 137,669,061
Change-137,669,061 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 106,150,500
Change-106,150,500 (-100%)
Value—
State Street Corp
N/A
Shares— from 82,872,209
Change-82,872,209 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 45,960,354
Change-45,960,354 (-100%)
Value—
Geode Capital Management, LLC
N/A
Shares— from 45,285,275
Change-45,285,275 (-100%)
Value—
FMR LLC
N/A
Shares— from 42,929,995
Change-42,929,995 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 36,844,619
Change-36,844,619 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 35,472,043
Change-35,472,043 (-100%)
Value—
TCI Fund Management LtdA
N/A
Shares— from 30,494,133
Change-30,494,133 (-100%)
Value—
Capital World Investors
N/A
Shares— from 28,269,307
Change-28,269,307 (-100%)
Value—
Capital International Investors
N/A
Shares— from 24,443,349
Change-24,443,349 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 23,172,097
Change-23,172,097 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 17,606,937
Change-17,606,937 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 17,462,827
Change-17,462,827 (-100%)
Value—
Norges Bank
N/A
Shares— from 16,215,161
Change-16,215,161 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 15,837,579
Change-15,837,579 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 15,720,068
Change-15,720,068 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 14,503,812
Change-14,503,812 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 13,864,137
Change-13,864,137 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 13,151,058
Change-13,151,058 (-100%)
Value—
UBS Group AG
N/A
Shares— from 12,696,659
Change-12,696,659 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 12,404,729
Change-12,404,729 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 12,349,842
Change-12,349,842 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 11,896,313
Change-11,896,313 (-100%)
Value—
Barclays PLC
N/A
Shares— from 10,730,363
Change-10,730,363 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 10,486,449
Change-10,486,449 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 9,958,366
Change-9,958,366 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 9,863,282
Change-9,863,282 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 9,535,367
Change-9,535,367 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 9,110,773
Change-9,110,773 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 8,889,958
Change-8,889,958 (-100%)
Value—
Amundi
N/A
Shares— from 7,714,919
Change-7,714,919 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 7,649,303
Change-7,649,303 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 7,633,949
Change-7,633,949 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 7,238,366
Change-7,238,366 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 7,101,455
Change-7,101,455 (-100%)
Value—
Jennison Associates LLC
N/A
Shares— from 6,931,833
Change-6,931,833 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 6,844,824
Change-6,844,824 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 6,456,710
Change-6,456,710 (-100%)
Value—
Viking Global Investors LP
N/A
Shares— from 6,393,604
Change-6,393,604 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 5,518,170
Change-5,518,170 (-100%)
Value—
Dodge & COX
N/A
Shares— from 5,417,326
Change-5,417,326 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 5,072,479
Change-5,072,479 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 4,741,440
Change-4,741,440 (-100%)
Value—
Primecap Management Co
N/A
Shares— from 4,268,491
Change-4,268,491 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 4,253,298
Change-4,253,298 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 4,183,906
Change-4,183,906 (-100%)
Value—
Capital Research Global Investors
N/A
Shares— from 4,077,194
Change-4,077,194 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 3,920,611
Change-3,920,611 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 3,743,063
Change-3,743,063 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 3,607,126
Change-3,607,126 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 3,580,028
Change-3,580,028 (-100%)
Value—
National Pension Service
N/A
Shares— from 3,456,128
Change-3,456,128 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 3,347,005
Change-3,347,005 (-100%)
Value—
T. Rowe Price Investment Management, Inc.
N/A
Shares— from 3,342,886
Change-3,342,886 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 3,318,194
Change-3,318,194 (-100%)
Value—
Soroban Capital Partners LP
N/A
Shares— from 3,289,580
Change-3,289,580 (-100%)
Value—
Pershing Square Inc.
N/A
Shares— from 3,270,470
Change-3,270,470 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 3,233,520
Change-3,233,520 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 3,173,435
Change-3,173,435 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 3,146,348
Change-3,146,348 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 3,133,700
Change-3,133,700 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 3,080,395
Change-3,080,395 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 3,071,081
Change-3,071,081 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 3,000,800
Change-3,000,800 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 2,996,401
Change-2,996,401 (-100%)
Value—
Starlite Capital Inc
N/A
Shares— from 2,990,876
Change-2,990,876 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 2,969,149
Change-2,969,149 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 2,943,788
Change-2,943,788 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 2,779,790
Change-2,779,790 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 2,676,476
Change-2,676,476 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 2,582,817
Change-2,582,817 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 2,562,944
Change-2,562,944 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 2,550,065
Change-2,550,065 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 2,475,339
Change-2,475,339 (-100%)
Value—
Boston Partners
N/A
Shares— from 2,467,765
Change-2,467,765 (-100%)
Value—
Nordea Investment Management AB
N/A
Shares— from 2,419,503
Change-2,419,503 (-100%)
Value—
Wellcome Trust LTD (the) as trustee of the Wellcome Trust
N/A
Shares— from 2,400,000
Change-2,400,000 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 2,381,223
Change-2,381,223 (-100%)
Value—
Sands Capital Management, LLC
N/A
Shares— from 2,377,099
Change-2,377,099 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 2,343,195
Change-2,343,195 (-100%)
Value—
ValueAct Holdings, L.P.A
N/A
Shares— from 2,316,250
Change-2,316,250 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 2,251,536
Change-2,251,536 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 2,229,928
Change-2,229,928 (-100%)
Value—
Aviva PLC
N/A
Shares— from 2,177,568
Change-2,177,568 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 2,159,245
Change-2,159,245 (-100%)
Value—
WCM Investment Management, LLC
N/A
Shares— from 2,122,570
Change-2,122,570 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 2,090,099
Change-2,090,099 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 2,025,535
Change-2,025,535 (-100%)
Value—
Fundsmith LLP
N/A
Shares— from 2,019,810
Change-2,019,810 (-100%)
Value—
Holocene Advisors, LP
N/A
Shares— from 1,948,740
Change-1,948,740 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 1,908,127
Change-1,908,127 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 1,886,718
Change-1,886,718 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 1,870,589
Change-1,870,589 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 1,865,696
Change-1,865,696 (-100%)
Value—
Blair William & Co
N/A
Shares— from 1,841,604
Change-1,841,604 (-100%)
Value—
Capital Wealth Planning, LLC
N/A
Shares— from 1,836,280
Change-1,836,280 (-100%)
Value—
Polen Capital Management LLC
N/A
Shares— from 1,805,617
Change-1,805,617 (-100%)
Value—
Storebrand Asset Management AS
N/A
Shares— from 1,792,907
Change-1,792,907 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 1,751,830
Change-1,751,830 (-100%)
Value—
Danske Bank A/S
N/A
Shares— from 1,742,585
Change-1,742,585 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 1,730,615
Change-1,730,615 (-100%)
Value—
Mawer Investment Management Ltd.
N/A
Shares— from 1,730,185
Change-1,730,185 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 1,718,240
Change-1,718,240 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 1,682,548
Change-1,682,548 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 1,607,924
Change-1,607,924 (-100%)
Value—
APG Asset Management N.V.
N/A
Shares— from 1,604,485
Change-1,604,485 (-100%)
Value—
Edgewood Management LLC
N/A
Shares— from 1,588,921
Change-1,588,921 (-100%)
Value—
Life Cycle Investment Partners Ltd
N/A
Shares— from 1,554,682
Change-1,554,682 (-100%)
Value—
Generation Investment Management LLP
N/A
Shares— from 1,526,992
Change-1,526,992 (-100%)
Value—
Aberdeen Group plc
N/A
Shares— from 1,523,008
Change-1,523,008 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 1,519,492
Change-1,519,492 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 1,508,398
Change-1,508,398 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 1,483,966
Change-1,483,966 (-100%)
Value—
Winslow Capital Management, LLC
N/A
Shares— from 1,472,227
Change-1,472,227 (-100%)
Value—
Alkeon Capital Management LLC
N/A
Shares— from 1,468,618
Change-1,468,618 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 1,466,020
Change-1,466,020 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 1,445,412
Change-1,445,412 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 1,437,297
Change-1,437,297 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 1,409,463
Change-1,409,463 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,393,950
Change-1,393,950 (-100%)
Value—
Skye Global Management LP
N/A
Shares— from 1,391,718
Change-1,391,718 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 1,391,300
Change-1,391,300 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 1,346,283
Change-1,346,283 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 1,338,826
Change-1,338,826 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 1,336,266
Change-1,336,266 (-100%)
Value—
Eurizon Capital SGR S.p.A.
N/A
Shares— from 1,283,733
Change-1,283,733 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 1,258,240
Change-1,258,240 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 1,220,502
Change-1,220,502 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 1,202,681
Change-1,202,681 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 1,173,343
Change-1,173,343 (-100%)
Value—
State Farm Mutual Automobile Insurance Co
N/A
Shares— from 1,158,711
Change-1,158,711 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 1,151,707
Change-1,151,707 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 1,150,234
Change-1,150,234 (-100%)
Value—
Akre Capital Management LLC
N/A
Shares— from 1,110,881
Change-1,110,881 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 1,086,194
Change-1,086,194 (-100%)
Value—
Man Group plc
N/A
Shares— from 1,079,526
Change-1,079,526 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 1,055,840
Change-1,055,840 (-100%)
Value—
PFA Pension, Forsikringsaktieselskab
N/A
Shares— from 1,038,666
Change-1,038,666 (-100%)
Value—
Select Equity Group, L.P.
N/A
Shares— from 1,037,159
Change-1,037,159 (-100%)
Value—
Marshfield Associates
N/A
Shares— from 1,034,433
Change-1,034,433 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 1,030,032
Change-1,030,032 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 1,010,873
Change-1,010,873 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 1,001,398
Change-1,001,398 (-100%)
Value—
AKO Capital LLP
N/A
Shares— from 985,126
Change-985,126 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 974,591
Change-974,591 (-100%)
Value—
Unisphere Establishment
N/A
Shares— from 960,000
Change-960,000 (-100%)
Value—
Kensico Capital Management Corp
N/A
Shares— from 946,600
Change-946,600 (-100%)
Value—
Comgest Global Investors S.A.S.
N/A
Shares— from 922,397
Change-922,397 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 921,703
Change-921,703 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 896,404
Change-896,404 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 887,627
Change-887,627 (-100%)
Value—
Foxhaven Asset Management, LP
N/A
Shares— from 864,596
Change-864,596 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 857,035
Change-857,035 (-100%)
Value—
Nykredit A/S
N/A
Shares— from 855,954
Change-855,954 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 853,450
Change-853,450 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 852,050
Change-852,050 (-100%)
Value—
VAN Lanschot Kempen Investment Management N.V.
N/A
Shares— from 849,805
Change-849,805 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 847,478
Change-847,478 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 839,642
Change-839,642 (-100%)
Value—
Altarock Partners LP
N/A
Shares— from 836,470
Change-836,470 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 828,882
Change-828,882 (-100%)
Value—
Longview Partners (Guernsey) LTD
N/A
Shares— from 817,595
Change-817,595 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 812,942
Change-812,942 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 804,446
Change-804,446 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 802,260
Change-802,260 (-100%)
Value—
FIL Ltd
N/A
Shares— from 801,631
Change-801,631 (-100%)
Value—
Consulta Ltd
N/A
Shares— from 800,000
Change-800,000 (-100%)
Value—
Avantyr Capital Partners, LP
N/A
Shares— from 798,902
Change-798,902 (-100%)
Value—
Tiger Global Management LLC
N/A
Shares— from 798,697
Change-798,697 (-100%)
Value—
Lansforsakringar Fondforvaltning AB (publ)
N/A
Shares— from 797,518
Change-797,518 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 784,375
Change-784,375 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 779,276
Change-779,276 (-100%)
Value—
Westfield Capital Management Co LP
N/A
Shares— from 762,403
Change-762,403 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 760,691
Change-760,691 (-100%)
Value—
Maverick Capital LTD
N/A
Shares— from 752,252
Change-752,252 (-100%)
Value—
LBP AM SA
N/A
Shares— from 744,671
Change-744,671 (-100%)
Value—
Capital Counsel LLC
N/A
Shares— from 727,439
Change-727,439 (-100%)
Value—
Anomaly Capital Management, LP
N/A
Shares— from 717,707
Change-717,707 (-100%)
Value—
Harris Associates L P
N/A
Shares— from 711,659
Change-711,659 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 707,768
Change-707,768 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 707,677
Change-707,677 (-100%)
Value—
Baupost Group LLC
N/A
Shares— from 701,355
Change-701,355 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 687,438
Change-687,438 (-100%)
Value—
Commerce Bank
N/A
Shares— from 684,312
Change-684,312 (-100%)
Value—
Fundsmith Investment Services Ltd.
N/A
Shares— from 680,492
Change-680,492 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 674,304
Change-674,304 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 661,989
Change-661,989 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 655,623
Change-655,623 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 650,316
Change-650,316 (-100%)
Value—
Handelsbanken Fonder AB
N/A
Shares— from 649,345
Change-649,345 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 649,134
Change-649,134 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 637,166
Change-637,166 (-100%)
Value—
Jupiter Asset Management LTD
N/A
Shares— from 632,706
Change-632,706 (-100%)
Value—
Railway Pension Investments Ltd
N/A
Shares— from 628,679
Change-628,679 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 615,756
Change-615,756 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 613,770
Change-613,770 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 611,908
Change-611,908 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 592,502
Change-592,502 (-100%)
Value—
SurgoCap Partners LP
N/A
Shares— from 564,207
Change-564,207 (-100%)
Value—
Tredje Ap-fonden
N/A
Shares— from 557,405
Change-557,405 (-100%)
Value—
Stockbridge Partners LLC
N/A
Shares— from 557,138
Change-557,138 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 556,011
Change-556,011 (-100%)
Value—
DF Dent & Co Inc
N/A
Shares— from 554,092
Change-554,092 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 546,556
Change-546,556 (-100%)
Value—
Capital International, Inc.
N/A
Shares— from 537,830
Change-537,830 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 524,040
Change-524,040 (-100%)
Value—
BLS Capital Fondsmaeglerselskab A/S
N/A
Shares— from 522,552
Change-522,552 (-100%)
Value—
Artisan Partners Limited Partnership
N/A
Shares— from 517,659
Change-517,659 (-100%)
Value—
ABN Amro Bank N.V.
N/A
Shares— from 510,192
Change-510,192 (-100%)
Value—
Commerzbank Aktiengesellschaft
N/A
Shares— from 509,225
Change-509,225 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 509,067
Change-509,067 (-100%)
Value—
Vinva Investment Management Ltd
N/A
Shares— from 493,943
Change-493,943 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 483,477
Change-483,477 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 480,885
Change-480,885 (-100%)
Value—
Hengistbury Investment Partners LLP
N/A
Shares— from 475,021
Change-475,021 (-100%)
Value—
Liontrust Investment Partners LLP
N/A
Shares— from 474,452
Change-474,452 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 474,388
Change-474,388 (-100%)
Value—
Alberta Investment Management Corp
N/A
Shares— from 473,000
Change-473,000 (-100%)
Value—
Groupe la Francaise
N/A
Shares— from 470,563
Change-470,563 (-100%)
Value—
Vulcan Value Partners, LLC
N/A
Shares— from 463,268
Change-463,268 (-100%)
Value—
Valley Forge Capital Management, LP
N/A
Shares— from 462,978
Change-462,978 (-100%)
Value—
Junto Capital Management LP
N/A
Shares— from 461,921
Change-461,921 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 456,758
Change-456,758 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 454,297
Change-454,297 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 451,402
Change-451,402 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 450,119
Change-450,119 (-100%)
Value—
Epoch Investment Partners, Inc.
N/A
Shares— from 447,275
Change-447,275 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 444,424
Change-444,424 (-100%)
Value—
Employees Retirement System of Texas
N/A
Shares— from 440,354
Change-440,354 (-100%)
Value—
Diamond Hill Capital Management, LLC (Investment Advisor)
N/A
Shares— from 437,724
Change-437,724 (-100%)
Value—
Summitry LLC
N/A
Shares— from 435,853
Change-435,853 (-100%)
Value—
&partners
N/A
Shares— from 434,725
Change-434,725 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 432,713
Change-432,713 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 428,844
Change-428,844 (-100%)
Value—
Fernbridge Capital Management LP
N/A
Shares— from 413,310
Change-413,310 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 405,537
Change-405,537 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 404,286
Change-404,286 (-100%)
Value—
Dixon Mitchell Investment Counsel Inc.
N/A
Shares— from 401,205
Change-401,205 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 391,180
Change-391,180 (-100%)
Value—
Giverny Capital Inc.
N/A
Shares— from 389,900
Change-389,900 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 382,662
Change-382,662 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 381,864
Change-381,864 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 381,407
Change-381,407 (-100%)
Value—
Mediolanum International Funds Ltd
N/A
Shares— from 373,555
Change-373,555 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 370,512
Change-370,512 (-100%)
Value—
Fiera Capital Corp
N/A
Shares— from 367,662
Change-367,662 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 363,474
Change-363,474 (-100%)
Value—
Cornerstone Investment Partners, LLC
N/A
Shares— from 362,532
Change-362,532 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 361,918
Change-361,918 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 359,913
Change-359,913 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 355,304
Change-355,304 (-100%)
Value—
Vaughan Nelson Investment Management, L.P.
N/A
Shares— from 354,070
Change-354,070 (-100%)
Value—
Zurich Insurance Group Ltd
N/A
Shares— from 352,415
Change-352,415 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 343,572
Change-343,572 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 340,138
Change-340,138 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 338,127
Change-338,127 (-100%)
Value—
Crawford Investment Counsel Inc
N/A
Shares— from 337,020
Change-337,020 (-100%)
Value—
Alfreton Capital LLP
N/A
Shares— from 336,000
Change-336,000 (-100%)
Value—
Scharf Investments, LLC
N/A
Shares— from 335,988
Change-335,988 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 333,396
Change-333,396 (-100%)
Value—
Hudson Way Capital Management LLC
N/A
Shares— from 331,381
Change-331,381 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 330,772
Change-330,772 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 326,822
Change-326,822 (-100%)
Value—
Palestra Capital Management LLC
N/A
Shares— from 324,572
Change-324,572 (-100%)
Value—
Davis Asset Management, L.P.
N/A
Shares— from 320,000
Change-320,000 (-100%)
Value—
L1 Capital International Pty Ltd
N/A
Shares— from 319,699
Change-319,699 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 319,231
Change-319,231 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 318,611
Change-318,611 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 316,085
Change-316,085 (-100%)
Value—
Senator Investment Group LP
N/A
Shares— from 315,788
Change-315,788 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 315,173
Change-315,173 (-100%)
Value—
LGT Group Foundation
N/A
Shares— from 314,348
Change-314,348 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 310,501
Change-310,501 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 306,861
Change-306,861 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 301,775
Change-301,775 (-100%)
Value—
Varma Mutual Pension Insurance Co
N/A
Shares— from 300,341
Change-300,341 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 299,747
Change-299,747 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 297,597
Change-297,597 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 297,581
Change-297,581 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 295,647
Change-295,647 (-100%)
Value—
Aviso Financial Inc.
N/A
Shares— from 288,711
Change-288,711 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 286,676
Change-286,676 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 284,044
Change-284,044 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 283,047
Change-283,047 (-100%)
Value—
Ilmarinen Mutual Pension Insurance Co
N/A
Shares— from 278,077
Change-278,077 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 277,453
Change-277,453 (-100%)
Value—
Gladstone Capital Management LLP
N/A
Shares— from 277,412
Change-277,412 (-100%)
Value—
BLI - Banque de Luxembourg Investments
N/A
Shares— from 276,590
Change-276,590 (-100%)
Value—
Silvant Capital Management LLC
N/A
Shares— from 275,048
Change-275,048 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 272,975
Change-272,975 (-100%)
Value—
Capital International Sarl
N/A
Shares— from 271,310
Change-271,310 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 271,191
Change-271,191 (-100%)
Value—
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
N/A
Shares— from 268,638
Change-268,638 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 268,488
Change-268,488 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 265,743
Change-265,743 (-100%)
Value—
Weitz Investment Management, Inc.
N/A
Shares— from 265,330
Change-265,330 (-100%)
Value—
Harding Loevner LP
N/A
Shares— from 261,330
Change-261,330 (-100%)
Value—
London Co of Virginia
N/A
Shares— from 259,057
Change-259,057 (-100%)
Value—
Homestead Advisers Corp
N/A
Shares— from 257,446
Change-257,446 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 252,031
Change-252,031 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 250,703
Change-250,703 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 250,198
Change-250,198 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 248,962
Change-248,962 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 247,782
Change-247,782 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 247,328
Change-247,328 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 244,188
Change-244,188 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 241,478
Change-241,478 (-100%)
Value—
PBU - The Pension Fund of Early Childhood & Youth Educators
N/A
Shares— from 240,816
Change-240,816 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 238,733
Change-238,733 (-100%)
Value—
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
N/A
Shares— from 237,134
Change-237,134 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 236,653
Change-236,653 (-100%)
Value—
Castleark Management LLC
N/A
Shares— from 236,166
Change-236,166 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 236,110
Change-236,110 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 235,473
Change-235,473 (-100%)
Value—
Pggm Investments
N/A
Shares— from 232,432
Change-232,432 (-100%)
Value—
Oddo BHF Asset Management SAS
N/A
Shares— from 226,061
Change-226,061 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 225,654
Change-225,654 (-100%)
Value—
Susquehanna Fundamental Investments, LLC
N/A
Shares— from 223,075
Change-223,075 (-100%)
Value—
Prudential PLC
N/A
Shares— from 222,582
Change-222,582 (-100%)
Value—
GCQ Funds Management PTY Ltd
N/A
Shares— from 221,954
Change-221,954 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 221,234
Change-221,234 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 220,967
Change-220,967 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 215,041
Change-215,041 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 212,540
Change-212,540 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 211,637
Change-211,637 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 211,408
Change-211,408 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 209,428
Change-209,428 (-100%)
Value—
Bowen Hanes & Co Inc
N/A
Shares— from 209,327
Change-209,327 (-100%)
Value—
CapitalatWork S.A.
N/A
Shares— from 209,157
Change-209,157 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 206,145
Change-206,145 (-100%)
Value—
BCV Asset Management Inc.
N/A
Shares— from 205,889
Change-205,889 (-100%)
Value—
Dundas Partners LLP
N/A
Shares— from 203,458
Change-203,458 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 202,559
Change-202,559 (-100%)
Value—
Clal Insurance Enterprises Holdings Ltd
N/A
Shares— from 200,127
Change-200,127 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 199,654
Change-199,654 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 199,580
Change-199,580 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 198,613
Change-198,613 (-100%)
Value—
Meridiem Capital Partners LP
N/A
Shares— from 198,553
Change-198,553 (-100%)
Value—
Bowie Capital Management, LLC
N/A
Shares— from 198,480
Change-198,480 (-100%)
Value—
Elo Mutual Pension Insurance Co
N/A
Shares— from 197,827
Change-197,827 (-100%)
Value—
Andra Ap-fonden
N/A
Shares— from 196,174
Change-196,174 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 195,929
Change-195,929 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 195,446
Change-195,446 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 195,291
Change-195,291 (-100%)
Value—
GFI Investment Counsel Ltd.
N/A
Shares— from 188,200
Change-188,200 (-100%)
Value—
Bristol Gate Capital Partners Inc.
N/A
Shares— from 187,072
Change-187,072 (-100%)
Value—
Blacksheep Fund Management Ltd
N/A
Shares— from 186,550
Change-186,550 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 186,535
Change-186,535 (-100%)
Value—
Allstate Corp
N/A
Shares— from 185,266
Change-185,266 (-100%)
Value—
LGT Fund Management Co Ltd.
N/A
Shares— from 185,235
Change-185,235 (-100%)
Value—
Caisse DES Depots ET Consignations
N/A
Shares— from 184,704
Change-184,704 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 184,441
Change-184,441 (-100%)
Value—
Snyder Capital Management L P
N/A
Shares— from 183,020
Change-183,020 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 181,592
Change-181,592 (-100%)
Value—
Canada Post Corp Registered Pension Plan
N/A
Shares— from 180,780
Change-180,780 (-100%)
Value—
Bamco Inc
N/A
Shares— from 180,071
Change-180,071 (-100%)
Value—
Nan Shan Life Insurance Co., Ltd.
N/A
Shares— from 179,254
Change-179,254 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 175,220
Change-175,220 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 172,597
Change-172,597 (-100%)
Value—
OFI Invest Asset Management
N/A
Shares— from 172,169
Change-172,169 (-100%)
Value—
Scopus Asset Management, L.P.
N/A
Shares— from 171,500
Change-171,500 (-100%)
Value—
Compass Capital Management, Inc
N/A
Shares— from 170,303
Change-170,303 (-100%)
Value—
BNP Paribas
N/A
Shares— from 169,724
Change-169,724 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 169,102
Change-169,102 (-100%)
Value—
Marsico Capital Management LLC
N/A
Shares— from 168,701
Change-168,701 (-100%)
Value—
Milford Funds LTD
N/A
Shares— from 167,308
Change-167,308 (-100%)
Value—
HughesLittle Investment Management Ltd.
N/A
Shares— from 167,238
Change-167,238 (-100%)
Value—
Ironvine Capital Partners, LLC
N/A
Shares— from 166,436
Change-166,436 (-100%)
Value—
Lone Pine Capital LLC
N/A
Shares— from 165,960
Change-165,960 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 162,785
Change-162,785 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 162,749
Change-162,749 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 162,039
Change-162,039 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 161,468
Change-161,468 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 161,024
Change-161,024 (-100%)
Value—
Castle Hook Partners LP
N/A
Shares— from 160,386
Change-160,386 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 157,055
Change-157,055 (-100%)
Value—
Maplelane Capital, LLC
N/A
Shares— from 157,000
Change-157,000 (-100%)
Value—
OAK Associates LTD
N/A
Shares— from 156,397
Change-156,397 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 154,908
Change-154,908 (-100%)
Value—
Venator Management LLC
N/A
Shares— from 154,760
Change-154,760 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 154,519
Change-154,519 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 153,745
Change-153,745 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 153,432
Change-153,432 (-100%)
Value—
Aristotle Atlantic Partners, LLC
N/A
Shares— from 153,015
Change-153,015 (-100%)
Value—
Freestone Grove Partners LP
N/A
Shares— from 151,411
Change-151,411 (-100%)
Value—
Dock Street Asset Management Inc
N/A
Shares— from 149,430
Change-149,430 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 149,247
Change-149,247 (-100%)
Value—
Wilkinson Global Asset Management LLC
N/A
Shares— from 148,758
Change-148,758 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 148,061
Change-148,061 (-100%)
Value—
Soma Equity Partners LP
N/A
Shares— from 145,955
Change-145,955 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 145,943
Change-145,943 (-100%)
Value—
Polar Capital Holdings Plc
N/A
Shares— from 143,536
Change-143,536 (-100%)
Value—
NS Partners Ltd
N/A
Shares— from 143,029
Change-143,029 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 142,933
Change-142,933 (-100%)
Value—
Osterweis Capital Management Inc
N/A
Shares— from 142,213
Change-142,213 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 141,145
Change-141,145 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 141,136
Change-141,136 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 140,163
Change-140,163 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 140,088
Change-140,088 (-100%)
Value—
Peregrine Capital Management LLC
N/A
Shares— from 139,458
Change-139,458 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 139,246
Change-139,246 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 136,896
Change-136,896 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 136,468
Change-136,468 (-100%)
Value—
First Long Island Investors, LLC
N/A
Shares— from 135,745
Change-135,745 (-100%)
Value—
Dana Investment Advisors, Inc.
N/A
Shares— from 135,405
Change-135,405 (-100%)
Value—
Cornerstone Capital, Inc.
N/A
Shares— from 133,400
Change-133,400 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 133,247
Change-133,247 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 132,000
Change-132,000 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 131,573
Change-131,573 (-100%)
Value—
Mizuho Securities USA LLC
N/A
Shares— from 129,936
Change-129,936 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 128,235
Change-128,235 (-100%)
Value—
PAR Capital Management Inc
N/A
Shares— from 127,600
Change-127,600 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 127,191
Change-127,191 (-100%)
Value—
Northwest & Ethical Investments L.P.
N/A
Shares— from 127,005
Change-127,005 (-100%)
Value—
MAR Vista Investment Partners LLC
N/A
Shares— from 126,493
Change-126,493 (-100%)
Value—
Dnca Finance
N/A
Shares— from 125,200
Change-125,200 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 124,080
Change-124,080 (-100%)
Value—
Fred Alger Management, LLC
N/A
Shares— from 124,068
Change-124,068 (-100%)
Value—
Trajan Wealth LLC
N/A
Shares— from 123,644
Change-123,644 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 123,291
Change-123,291 (-100%)
Value—
Port Capital LLC
N/A
Shares— from 122,593
Change-122,593 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 122,518
Change-122,518 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 121,242
Change-121,242 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 120,881
Change-120,881 (-100%)
Value—
Lakewood Capital Management, LP
N/A
Shares— from 120,578
Change-120,578 (-100%)
Value—
Ostrum Asset Management
N/A
Shares— from 120,532
Change-120,532 (-100%)
Value—
Mizuho Markets Americas LLC
N/A
Shares— from 120,030
Change-120,030 (-100%)
Value—
Rheos Capital Works Inc.
N/A
Shares— from 120,000
Change-120,000 (-100%)
Value—
Stephens Inc
N/A
Shares— from 119,952
Change-119,952 (-100%)
Value—
Capital International LTD
N/A
Shares— from 119,666
Change-119,666 (-100%)
Value—
Blackstone Inc.
N/A
Shares— from 118,345
Change-118,345 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 118,280
Change-118,280 (-100%)
Value—
Saudi Central Bank
N/A
Shares— from 117,677
Change-117,677 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 117,521
Change-117,521 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 115,811
Change-115,811 (-100%)
Value—
Hamilton Capital Partners Inc.
N/A
Shares— from 114,196
Change-114,196 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 110,108
Change-110,108 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 108,877
Change-108,877 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 106,828
Change-106,828 (-100%)
Value—
Route One Investment Company, L.P.
N/A
Shares— from 106,700
Change-106,700 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 106,436
Change-106,436 (-100%)
Value—
Kentucky Retirement Systems
N/A
Shares— from 106,271
Change-106,271 (-100%)
Value—
Leith Wheeler Investment Counsel Ltd.
N/A
Shares— from 105,448
Change-105,448 (-100%)
Value—
Act Two Investors LLC
N/A
Shares— from 104,310
Change-104,310 (-100%)
Value—
Longaeva Partners L.P.
N/A
Shares— from 103,310
Change-103,310 (-100%)
Value—
KR Capital LP
N/A
Shares— from 103,034
Change-103,034 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 102,812
Change-102,812 (-100%)
Value—
Hikari Tsushin, Inc.
N/A
Shares— from 102,555
Change-102,555 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 102,208
Change-102,208 (-100%)
Value—
Interval Partners, LP
N/A
Shares— from 100,464
Change-100,464 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 100,324
Change-100,324 (-100%)
Value—
Lombard Odier Asset Management (Switzerland) SA
N/A
Shares— from 98,269
Change-98,269 (-100%)
Value—
Danica Pension, Livsforsikringsaktieselskab
N/A
Shares— from 97,426
Change-97,426 (-100%)
Value—
Night Owl Capital Management, LLC
N/A
Shares— from 96,957
Change-96,957 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 96,608
Change-96,608 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 96,378
Change-96,378 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 96,153
Change-96,153 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 96,054
Change-96,054 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 96,047
Change-96,047 (-100%)
Value—
South Dakota Investment Council
N/A
Shares— from 95,912
Change-95,912 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 95,571
Change-95,571 (-100%)
Value—
RBF Capital, LLC
N/A
Shares— from 95,000
Change-95,000 (-100%)
Value—
Renaissance Group LLC
N/A
Shares— from 94,170
Change-94,170 (-100%)
Value—
Manchester Global Management (UK) Ltd
N/A
Shares— from 92,913
Change-92,913 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 92,814
Change-92,814 (-100%)
Value—
Allianz SE
N/A
Shares— from 92,547
Change-92,547 (-100%)
Value—
Regal Partners Ltd
N/A
Shares— from 92,000
Change-92,000 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 91,532
Change-91,532 (-100%)
Value—
Makena Capital Management LLC
N/A
Shares— from 90,249
Change-90,249 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 90,119
Change-90,119 (-100%)
Value—
Axiom Investors LLC
N/A
Shares— from 89,593
Change-89,593 (-100%)
Value—
Wedgewood Partners Inc
N/A
Shares— from 89,188
Change-89,188 (-100%)
Value—
Alvarez & Marsal Private Wealth Partners, LLC
N/A
Shares— from 87,378
Change-87,378 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 87,371
Change-87,371 (-100%)
Value—
Gardner Russo & Quinn LLC
N/A
Shares— from 87,256
Change-87,256 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 87,154
Change-87,154 (-100%)
Value—
Oribel Capital Management, LP
N/A
Shares— from 86,200
Change-86,200 (-100%)
Value—
Cornerstone Advisors, LLC
N/A
Shares— from 86,015
Change-86,015 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 85,468
Change-85,468 (-100%)
Value—
Palisade Capital Management, LP
N/A
Shares— from 85,051
Change-85,051 (-100%)
Value—
Empire Life Investments Inc.
N/A
Shares— from 85,044
Change-85,044 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 84,617
Change-84,617 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 84,253
Change-84,253 (-100%)
Value—
Cantillon Capital Management LLC
N/A
Shares— from 83,643
Change-83,643 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 82,180
Change-82,180 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 82,078
Change-82,078 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 82,065
Change-82,065 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 81,537
Change-81,537 (-100%)
Value—
Trillium Asset Management, LLC
N/A
Shares— from 81,502
Change-81,502 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 81,262
Change-81,262 (-100%)
Value—
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
N/A
Shares— from 81,188
Change-81,188 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 81,135
Change-81,135 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 80,425
Change-80,425 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 80,407
Change-80,407 (-100%)
Value—
Triglav Investments, D.O.O.
N/A
Shares— from 80,018
Change-80,018 (-100%)
Value—
Wesleyan Assurance Society
N/A
Shares— from 79,895
Change-79,895 (-100%)
Value—
Dash Acquisitions Inc.
N/A
Shares— from 79,623
Change-79,623 (-100%)
Value—
TriCert Investment Counsel Inc.
N/A
Shares— from 79,475
Change-79,475 (-100%)
Value—
Mirova
N/A
Shares— from 78,691
Change-78,691 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 78,282
Change-78,282 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 77,584
Change-77,584 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 77,515
Change-77,515 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 77,362
Change-77,362 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 77,191
Change-77,191 (-100%)
Value—
Zweig-DiMenna Associates LLC
N/A
Shares— from 77,150
Change-77,150 (-100%)
Value—
Gillson Capital LP
N/A
Shares— from 77,132
Change-77,132 (-100%)
Value—
Woodbridge Co LTD
N/A
Shares— from 75,250
Change-75,250 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 75,033
Change-75,033 (-100%)
Value—
Central Securities Corp
N/A
Shares— from 75,000
Change-75,000 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 74,657
Change-74,657 (-100%)
Value—
Intesa Sanpaolo S.p.A.
N/A
Shares— from 74,612
Change-74,612 (-100%)
Value—
Iron Gate Global Advisors LLC
N/A
Shares— from 74,346
Change-74,346 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 73,988
Change-73,988 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 73,914
Change-73,914 (-100%)
Value—
America First Investment Advisors, LLC
N/A
Shares— from 73,704
Change-73,704 (-100%)
Value—
Zevin Asset Management LLC
N/A
Shares— from 73,331
Change-73,331 (-100%)
Value—
Maytus Capital Management, LLC
N/A
Shares— from 73,088
Change-73,088 (-100%)
Value—
King Wealth Management Group
N/A
Shares— from 72,465
Change-72,465 (-100%)
Value—
Titan Investment Solutions Ltd
N/A
Shares— from 72,397
Change-72,397 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 71,541
Change-71,541 (-100%)
Value—
Parus Finance (UK) Ltd
N/A
Shares— from 71,238
Change-71,238 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 71,235
Change-71,235 (-100%)
Value—
Nicola Wealth Management Ltd.
N/A
Shares— from 71,000
Change-71,000 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 70,634
Change-70,634 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 70,607
Change-70,607 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 70,368
Change-70,368 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 70,119
Change-70,119 (-100%)
Value—
Coleford Investment Management Ltd.
N/A
Shares— from 70,083
Change-70,083 (-100%)
Value—
Headwater Capital Co Ltd
N/A
Shares— from 70,000
Change-70,000 (-100%)
Value—
Goodnow Investment Group, LLC
N/A
Shares— from 69,990
Change-69,990 (-100%)
Value—
Taikang Asset Management (Hong Kong) Co Ltd
N/A
Shares— from 69,890
Change-69,890 (-100%)
Value—
Harvest Portfolios Group Inc.
N/A
Shares— from 69,759
Change-69,759 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 68,477
Change-68,477 (-100%)
Value—
Cumberland Partners Ltd
N/A
Shares— from 68,418
Change-68,418 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 68,273
Change-68,273 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 68,238
Change-68,238 (-100%)
Value—
11 Capital Partners LP
N/A
Shares— from 67,514
Change-67,514 (-100%)
Value—
Petrus Trust Company, LTA
N/A
Shares— from 67,100
Change-67,100 (-100%)
Value—
Managed Asset Portfolios, LLC
N/A
Shares— from 66,846
Change-66,846 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 66,638
Change-66,638 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 66,488
Change-66,488 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 65,908
Change-65,908 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 65,887
Change-65,887 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 65,696
Change-65,696 (-100%)
Value—
Delta Global Management LP
N/A
Shares— from 65,668
Change-65,668 (-100%)
Value—
Impax Asset Management Group plc
N/A
Shares— from 65,587
Change-65,587 (-100%)
Value—
Generali Powszechne Towarzystwo Emerytalne
N/A
Shares— from 65,118
Change-65,118 (-100%)
Value—
Prevatt Capital Ltd
N/A
Shares— from 65,000
Change-65,000 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 64,963
Change-64,963 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 64,693
Change-64,693 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 64,283
Change-64,283 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 64,122
Change-64,122 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 63,461
Change-63,461 (-100%)
Value—
Ossiam
N/A
Shares— from 63,261
Change-63,261 (-100%)
Value—
Jasper Ridge Partners, L.P.
N/A
Shares— from 63,189
Change-63,189 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 63,128
Change-63,128 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 63,062
Change-63,062 (-100%)
Value—
Gavilan Investment Partners LLC
N/A
Shares— from 63,000
Change-63,000 (-100%)
Value—
Fidelity National Financial, Inc.
N/A
Shares— from 63,000
Change-63,000 (-100%)
Value—
Employees Provident Fund Board
N/A
Shares— from 62,845
Change-62,845 (-100%)
Value—
Groupama Asset Managment
N/A
Shares— from 62,623
Change-62,623 (-100%)
Value—
Stansberry Asset Management, LLC
N/A
Shares— from 61,067
Change-61,067 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 60,859
Change-60,859 (-100%)
Value—
Magellan Asset Management Ltd
N/A
Shares— from 60,505
Change-60,505 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 60,352
Change-60,352 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 60,270
Change-60,270 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 60,132
Change-60,132 (-100%)
Value—
Stillwater Capital Advisors, LLC
N/A
Shares— from 59,970
Change-59,970 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 59,084
Change-59,084 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 59,073
Change-59,073 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 58,742
Change-58,742 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 57,671
Change-57,671 (-100%)
Value—
South Street Advisors LLC
N/A
Shares— from 57,534
Change-57,534 (-100%)
Value—
Bank of Nova Scotia Trust Co
N/A
Shares— from 57,477
Change-57,477 (-100%)
Value—
Positano Wealth Management Ltd
N/A
Shares— from 57,425
Change-57,425 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 57,412
Change-57,412 (-100%)
Value—
Cander Asset Management LP
N/A
Shares— from 57,300
Change-57,300 (-100%)
Value—
Saraza Management, LP
N/A
Shares— from 57,160
Change-57,160 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 56,867
Change-56,867 (-100%)
Value—
Rosenblum Silverman Sutton S F Inc
N/A
Shares— from 56,807
Change-56,807 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 56,651
Change-56,651 (-100%)
Value—
Knollwood Investment Advisory, LLC
N/A
Shares— from 56,580
Change-56,580 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 56,482
Change-56,482 (-100%)
Value—
YCG, LLC
N/A
Shares— from 56,204
Change-56,204 (-100%)
Value—
Osmosis Investment Management UK Ltd
N/A
Shares— from 55,770
Change-55,770 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 55,462
Change-55,462 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 55,412
Change-55,412 (-100%)
Value—
Siemens Fonds Invest GmbH
N/A
Shares— from 55,067
Change-55,067 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 54,845
Change-54,845 (-100%)
Value—
R.m.sincerbeaux Capital Management LLC
N/A
Shares— from 54,389
Change-54,389 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 53,928
Change-53,928 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 53,885
Change-53,885 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 53,694
Change-53,694 (-100%)
Value—
Covington Investment Advisors Inc.
N/A
Shares— from 53,375
Change-53,375 (-100%)
Value—
Advocacy Wealth Management, LLC
N/A
Shares— from 53,274
Change-53,274 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 53,213
Change-53,213 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 52,693
Change-52,693 (-100%)
Value—
Connors Investor Services Inc
N/A
Shares— from 52,251
Change-52,251 (-100%)
Value—
Miramar Capital, LLC
N/A
Shares— from 51,594
Change-51,594 (-100%)
Value—
M. Kulyk & Associates, LLC
N/A
Shares— from 51,514
Change-51,514 (-100%)
Value—
Ravenstone Capital Management Inc.
N/A
Shares— from 51,468
Change-51,468 (-100%)
Value—
Threadgill Financial, LLC
N/A
Shares— from 51,460
Change-51,460 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 51,422
Change-51,422 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 51,300
Change-51,300 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 50,852
Change-50,852 (-100%)
Value—
Investidor Profissional Gestao de Recursos Ltda.
N/A
Shares— from 50,574
Change-50,574 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 50,503
Change-50,503 (-100%)
Value—
Kerrisdale Advisers, LLC
N/A
Shares— from 50,031
Change-50,031 (-100%)
Value—
Rovida Investment Management Ltd
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Mufg Securities Americas Inc.
N/A
Shares— from 49,988
Change-49,988 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 49,600
Change-49,600 (-100%)
Value—
ProVise Management Group, LLC
N/A
Shares— from 49,212
Change-49,212 (-100%)
Value—
Columbus Hill Capital Management, L.P.
N/A
Shares— from 49,072
Change-49,072 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 49,014
Change-49,014 (-100%)
Value—
Amica Mutual Insurance Co
N/A
Shares— from 48,844
Change-48,844 (-100%)
Value—
CCM Investment Advisers LLC
N/A
Shares— from 48,529
Change-48,529 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 48,495
Change-48,495 (-100%)
Value—
SVB Wealth LLC
N/A
Shares— from 48,196
Change-48,196 (-100%)
Value—
Dividend Assets Capital, LLC
N/A
Shares— from 47,930
Change-47,930 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 47,886
Change-47,886 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 47,002
Change-47,002 (-100%)
Value—
AMS Capital Ltda
N/A
Shares— from 46,857
Change-46,857 (-100%)
Value—
Itau Unibanco Holding S.A.
N/A
Shares— from 46,295
Change-46,295 (-100%)
Value—
Thames Capital Management LLC
N/A
Shares— from 45,662
Change-45,662 (-100%)
Value—
SPX Gestao de Recursos Ltda
N/A
Shares— from 45,517
Change-45,517 (-100%)
Value—
Moore Capital Management, LP
N/A
Shares— from 45,506
Change-45,506 (-100%)
Value—
Empirical Finance, LLC
N/A
Shares— from 45,436
Change-45,436 (-100%)
Value—
Osprey Private Wealth LLC
N/A
Shares— from 45,362
Change-45,362 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 45,282
Change-45,282 (-100%)
Value—
Timber Creek Capital Management LLC
N/A
Shares— from 44,959
Change-44,959 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 44,760
Change-44,760 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 44,748
Change-44,748 (-100%)
Value—
HFR Wealth Management, LLC
N/A
Shares— from 44,666
Change-44,666 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 44,644
Change-44,644 (-100%)
Value—
Securian Asset Management, Inc
N/A
Shares— from 44,103
Change-44,103 (-100%)
Value—
Kentucky Retirement Systems Insurance Trust Fund
N/A
Shares— from 44,101
Change-44,101 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 43,732
Change-43,732 (-100%)
Value—
Westerkirk Capital Inc.
N/A
Shares— from 43,607
Change-43,607 (-100%)
Value—
Morningstar Investment Management LLC
N/A
Shares— from 43,563
Change-43,563 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 43,018
Change-43,018 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 42,614
Change-42,614 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 42,112
Change-42,112 (-100%)
Value—
Capital & Planning, LLC
N/A
Shares— from 42,000
Change-42,000 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 41,960
Change-41,960 (-100%)
Value—
S&CO Inc
N/A
Shares— from 41,890
Change-41,890 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 41,770
Change-41,770 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 41,765
Change-41,765 (-100%)
Value—
Kelly Lawrence W & Associates Inc
N/A
Shares— from 41,578
Change-41,578 (-100%)
Value—
DJE Kapital AG
N/A
Shares— from 41,383
Change-41,383 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 41,307
Change-41,307 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 40,948
Change-40,948 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 40,855
Change-40,855 (-100%)
Value—
Shelter Mutual Insurance Co
N/A
Shares— from 40,610
Change-40,610 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 40,403
Change-40,403 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 40,330
Change-40,330 (-100%)
Value—
Avenir Corp
N/A
Shares— from 40,207
Change-40,207 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 40,190
Change-40,190 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 39,850
Change-39,850 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 39,487
Change-39,487 (-100%)
Value—
IQ EQ Fund Management (Ireland) Ltd
N/A
Shares— from 39,235
Change-39,235 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 39,076
Change-39,076 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 38,601
Change-38,601 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 38,519
Change-38,519 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 38,117
Change-38,117 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 37,982
Change-37,982 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 37,620
Change-37,620 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 36,384
Change-36,384 (-100%)
Value—
Motco
N/A
Shares— from 36,235
Change-36,235 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 36,231
Change-36,231 (-100%)
Value—
Ibex Wealth Advisors
N/A
Shares— from 36,146
Change-36,146 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 35,951
Change-35,951 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 35,806
Change-35,806 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 35,800
Change-35,800 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 35,647
Change-35,647 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 35,457
Change-35,457 (-100%)
Value—
Legacy Trust
N/A
Shares— from 35,430
Change-35,430 (-100%)
Value—
Te Ahumairangi Investment Management Ltd
N/A
Shares— from 35,378
Change-35,378 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 35,315
Change-35,315 (-100%)
Value—
EFG International AG
N/A
Shares— from 35,146
Change-35,146 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 35,112
Change-35,112 (-100%)
Value—
Jacobson & Schmitt Advisors, LLC
N/A
Shares— from 35,067
Change-35,067 (-100%)
Value—
Rothschild Capital Partners, LLC
N/A
Shares— from 34,744
Change-34,744 (-100%)
Value—
Coalescence Partners Investment Management, LP
N/A
Shares— from 34,515
Change-34,515 (-100%)
Value—
Auxier Asset Management LLC
N/A
Shares— from 34,487
Change-34,487 (-100%)
Value—
Sompo Asset Management Co., Ltd.
N/A
Shares— from 34,330
Change-34,330 (-100%)
Value—
Iyo Bank, Ltd.
N/A
Shares— from 34,176
Change-34,176 (-100%)
Value—
Ally Financial Inc.
N/A
Shares— from 34,000
Change-34,000 (-100%)
Value—
Galaxy Digital Capital Management GP LLC
N/A
Shares— from 33,912
Change-33,912 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 33,898
Change-33,898 (-100%)
Value—
Sienna Gestion
N/A
Shares— from 33,812
Change-33,812 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 33,672
Change-33,672 (-100%)
Value—
Robinhood Asset Management, LLC
N/A
Shares— from 33,621
Change-33,621 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 33,596
Change-33,596 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 33,440
Change-33,440 (-100%)
Value—
Triveni Capital Investments LP
N/A
Shares— from 33,381
Change-33,381 (-100%)
Value—
Everest Financial Group LLC
N/A
Shares— from 33,367
Change-33,367 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 33,240
Change-33,240 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 33,198
Change-33,198 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 33,052
Change-33,052 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 32,969
Change-32,969 (-100%)
Value—
Spinecap SAS
N/A
Shares— from 32,857
Change-32,857 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 32,845
Change-32,845 (-100%)
Value—
Unison Asset Management LLC
N/A
Shares— from 32,677
Change-32,677 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 32,675
Change-32,675 (-100%)
Value—
Eurizon SLJ Capital Ltd
N/A
Shares— from 32,595
Change-32,595 (-100%)
Value—
Westpac Banking Corp
N/A
Shares— from 32,331
Change-32,331 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 31,908
Change-31,908 (-100%)
Value—
Catalyst Funds Management Pty Ltd
N/A
Shares— from 31,800
Change-31,800 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 31,744
Change-31,744 (-100%)
Value—
Zuckerman Investment Group, LLC
N/A
Shares— from 31,701
Change-31,701 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 31,551
Change-31,551 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 31,492
Change-31,492 (-100%)
Value—
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
N/A
Shares— from 31,182
Change-31,182 (-100%)
Value—
TB Capital Gestao de Recursos Ltda.
N/A
Shares— from 30,693
Change-30,693 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 30,636
Change-30,636 (-100%)
Value—
Emerald Investment Advisers, LLC
N/A
Shares— from 30,635
Change-30,635 (-100%)
Value—
Skandinaviska Enskilda Banken AB (publ)
N/A
Shares— from 30,470
Change-30,470 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 30,433
Change-30,433 (-100%)
Value—
Lynwood Price Capital Management LP
N/A
Shares— from 30,400
Change-30,400 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 30,358
Change-30,358 (-100%)
Value—
Nelson Capital Management, LLC
N/A
Shares— from 30,226
Change-30,226 (-100%)
Value—
Naman Capital Ltda
N/A
Shares— from 30,212
Change-30,212 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 30,177
Change-30,177 (-100%)
Value—
NatWest Group plc
N/A
Shares— from 29,480
Change-29,480 (-100%)
Value—
Stamos Capital Partners, L.P.
N/A
Shares— from 29,351
Change-29,351 (-100%)
Value—
Infusive Asset Management Inc.
N/A
Shares— from 29,345
Change-29,345 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 29,338
Change-29,338 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 29,242
Change-29,242 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 29,194
Change-29,194 (-100%)
Value—
Pragma Gestao de Patrimonio LTD
N/A
Shares— from 29,150
Change-29,150 (-100%)
Value—
Pioneer Trust Bank N A
N/A
Shares— from 29,105
Change-29,105 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 28,885
Change-28,885 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 28,630
Change-28,630 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 28,419
Change-28,419 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 28,406
Change-28,406 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 28,157
Change-28,157 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 28,144
Change-28,144 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 28,097
Change-28,097 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 27,858
Change-27,858 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 27,768
Change-27,768 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 27,623
Change-27,623 (-100%)
Value—
Mayar Capital Ltd.
N/A
Shares— from 27,600
Change-27,600 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 27,365
Change-27,365 (-100%)
Value—
United Bank
N/A
Shares— from 27,318
Change-27,318 (-100%)
Value—
Glassy Mountain Advisors, Inc.
N/A
Shares— from 27,170
Change-27,170 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 27,075
Change-27,075 (-100%)
Value—
Grafton Street Partners Management Company, LLC
N/A
Shares— from 26,762
Change-26,762 (-100%)
Value—
Settian Capital LP
N/A
Shares— from 26,700
Change-26,700 (-100%)
Value—
Northstar Financial Companies, Inc.
N/A
Shares— from 26,647
Change-26,647 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 26,643
Change-26,643 (-100%)
Value—
Twin Capital Management Inc
N/A
Shares— from 26,626
Change-26,626 (-100%)
Value—
Great Lakes Advisors, LLC
N/A
Shares— from 26,517
Change-26,517 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 26,373
Change-26,373 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 26,312
Change-26,312 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 26,229
Change-26,229 (-100%)
Value—
Sender Co & Partners, Inc.
N/A
Shares— from 26,115
Change-26,115 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 26,037
Change-26,037 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 26,014
Change-26,014 (-100%)
Value—
Wisconsin Capital Management LLC
N/A
Shares— from 26,010
Change-26,010 (-100%)
Value—
Capital Group Investment Management Pte. Ltd.
N/A
Shares— from 25,916
Change-25,916 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 25,845
Change-25,845 (-100%)
Value—
Harber Asset Management LLC
N/A
Shares— from 25,750
Change-25,750 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 25,624
Change-25,624 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 25,614
Change-25,614 (-100%)
Value—
Concentric Capital Strategies, LP
N/A
Shares— from 25,458
Change-25,458 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 25,423
Change-25,423 (-100%)
Value—
Cinctive Capital Management LP
N/A
Shares— from 25,383
Change-25,383 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 25,332
Change-25,332 (-100%)
Value—
Fremen Capital Management LP
N/A
Shares— from 25,224
Change-25,224 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 25,208
Change-25,208 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 25,208
Change-25,208 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 25,179
Change-25,179 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 25,167
Change-25,167 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 25,073
Change-25,073 (-100%)
Value—
Charles-Lim Capital Ltd
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
McGowan Group Asset Management, Inc.
N/A
Shares— from 24,988
Change-24,988 (-100%)
Value—
Hudson Value Partners, LLC
N/A
Shares— from 24,902
Change-24,902 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 24,630
Change-24,630 (-100%)
Value—
Zeno Equity Partners LLP
N/A
Shares— from 24,557
Change-24,557 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 24,478
Change-24,478 (-100%)
Value—
Diamant Asset Management, Inc.
N/A
Shares— from 24,357
Change-24,357 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 24,113
Change-24,113 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 23,968
Change-23,968 (-100%)
Value—
EagleClaw Capital Managment, LLC
N/A
Shares— from 23,949
Change-23,949 (-100%)
Value—
Algebris (UK) LTD
N/A
Shares— from 23,906
Change-23,906 (-100%)
Value—
Explore Capital Management, LLC
N/A
Shares— from 23,900
Change-23,900 (-100%)
Value—
Hillsdale Investment Management Inc.
N/A
Shares— from 23,885
Change-23,885 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 23,856
Change-23,856 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 23,628
Change-23,628 (-100%)
Value—
Clearstead Trust, LLC
N/A
Shares— from 23,583
Change-23,583 (-100%)
Value—
Lester Murray Antman dba SimplyRich
N/A
Shares— from 23,551
Change-23,551 (-100%)
Value—
McDonough Capital Management, Inc
N/A
Shares— from 23,352
Change-23,352 (-100%)
Value—
Condor Capital Management
N/A
Shares— from 23,351
Change-23,351 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 23,255
Change-23,255 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 23,218
Change-23,218 (-100%)
Value—
Harvey Capital Management Inc
N/A
Shares— from 23,170
Change-23,170 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 23,146
Change-23,146 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 22,847
Change-22,847 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 22,761
Change-22,761 (-100%)
Value—
Lord, Abbett & Co. LLC
N/A
Shares— from 22,747
Change-22,747 (-100%)
Value—
Borer Denton & Associates, Inc.
N/A
Shares— from 22,714
Change-22,714 (-100%)
Value—
Claar Advisors LLC
N/A
Shares— from 22,662
Change-22,662 (-100%)
Value—
Concord Investment Counsel Inc.
N/A
Shares— from 22,642
Change-22,642 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 22,417
Change-22,417 (-100%)
Value—
Kavar Capital Partners Group, LLC
N/A
Shares— from 22,391
Change-22,391 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 22,350
Change-22,350 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 22,301
Change-22,301 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 22,202
Change-22,202 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 22,188
Change-22,188 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 22,149
Change-22,149 (-100%)
Value—
Erste Towarzystwo Funduszy Inwestycyjnych S.A.
N/A
Shares— from 21,986
Change-21,986 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 21,960
Change-21,960 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 21,924
Change-21,924 (-100%)
Value—
NWK Group, Inc.
N/A
Shares— from 21,892
Change-21,892 (-100%)
Value—
Rockbridge Asset Management LLC
N/A
Shares— from 21,876
Change-21,876 (-100%)
Value—
Hayek Kallen Investment Management
N/A
Shares— from 21,711
Change-21,711 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 21,544
Change-21,544 (-100%)
Value—
Quest Investment Management LLC
N/A
Shares— from 21,465
Change-21,465 (-100%)
Value—
BW Gestao de Investimentos Ltda.
N/A
Shares— from 21,390
Change-21,390 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 21,355
Change-21,355 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 21,134
Change-21,134 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 21,131
Change-21,131 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 21,039
Change-21,039 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 20,879
Change-20,879 (-100%)
Value—
Karl Kapital LLC
N/A
Shares— from 20,877
Change-20,877 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 20,806
Change-20,806 (-100%)
Value—
Cornerstone Advisory, LLC
N/A
Shares— from 20,732
Change-20,732 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 20,643
Change-20,643 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 20,446
Change-20,446 (-100%)
Value—
Scholtz & Company, LLC
N/A
Shares— from 20,358
Change-20,358 (-100%)
Value—
Abacus FCF Advisors LLC
N/A
Shares— from 20,150
Change-20,150 (-100%)
Value—
Meiji Yasuda Life Insurance Co
N/A
Shares— from 20,067
Change-20,067 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 20,065
Change-20,065 (-100%)
Value—
Intrinsic Edge Capital Management LLC
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Blue Edge Capital, LLC
N/A
Shares— from 19,991
Change-19,991 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 19,789
Change-19,789 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 19,788
Change-19,788 (-100%)
Value—
Bitwise Funds Trust
N/A
Shares— from 19,774
Change-19,774 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 19,761
Change-19,761 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 19,718
Change-19,718 (-100%)
Value—
Castlefield Investment Partners LLP
N/A
Shares— from 19,562
Change-19,562 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 19,473
Change-19,473 (-100%)
Value—
Painted Porch Advisors LLC
N/A
Shares— from 19,265
Change-19,265 (-100%)
Value—
Liberty One Investment Management, LLC
N/A
Shares— from 19,181
Change-19,181 (-100%)
Value—
Baader Bank Aktiengesellschaft
N/A
Shares— from 19,147
Change-19,147 (-100%)
Value—
East Coast Asset Management, Llc.
N/A
Shares— from 19,134
Change-19,134 (-100%)
Value—
KP Management LLC
N/A
Shares— from 19,000
Change-19,000 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 18,932
Change-18,932 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 18,888
Change-18,888 (-100%)
Value—
Onex Canada Asset Management Inc.
N/A
Shares— from 18,842
Change-18,842 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 18,773
Change-18,773 (-100%)
Value—
Wimmer Associates 1, LLC
N/A
Shares— from 18,747
Change-18,747 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 18,747
Change-18,747 (-100%)
Value—
Sandhill Capital Partners LLC
N/A
Shares— from 18,746
Change-18,746 (-100%)
Value—
Graybill Wealth Management, Ltd.
N/A
Shares— from 18,641
Change-18,641 (-100%)
Value—
Trinity Legacy Partners, LLC
N/A
Shares— from 18,562
Change-18,562 (-100%)
Value—
Mandatum Life Insurance Co Ltd
N/A
Shares— from 18,551
Change-18,551 (-100%)
Value—
Trust Co of Kansas
N/A
Shares— from 18,521
Change-18,521 (-100%)
Value—
Guardian Capital LP
N/A
Shares— from 18,370
Change-18,370 (-100%)
Value—
Baker Avenue Asset Management, LP
N/A
Shares— from 18,182
Change-18,182 (-100%)
Value—
Winch Advisory Services, LLC
N/A
Shares— from 18,147
Change-18,147 (-100%)
Value—
Tenere Capital LLC
N/A
Shares— from 18,104
Change-18,104 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 18,080
Change-18,080 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 18,069
Change-18,069 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 17,961
Change-17,961 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 17,862
Change-17,862 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 17,795
Change-17,795 (-100%)
Value—
B & T Capital Management DBA Alpha Capital Management
N/A
Shares— from 17,697
Change-17,697 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 17,662
Change-17,662 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 17,593
Change-17,593 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 17,545
Change-17,545 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 17,503
Change-17,503 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 17,470
Change-17,470 (-100%)
Value—
Royal Capital Wealth Management, LLC
N/A
Shares— from 17,453
Change-17,453 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 17,398
Change-17,398 (-100%)
Value—
Ceeto Capital Group, LLC
N/A
Shares— from 17,388
Change-17,388 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 17,210
Change-17,210 (-100%)
Value—
Bridger Management, LLC
N/A
Shares— from 17,200
Change-17,200 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 17,118
Change-17,118 (-100%)
Value—
GKV Capital Management Co., Inc.
N/A
Shares— from 16,972
Change-16,972 (-100%)
Value—
Brentview Investment Management LLC
N/A
Shares— from 16,968
Change-16,968 (-100%)
Value—
Horizon Investment Services, LLC
N/A
Shares— from 16,943
Change-16,943 (-100%)
Value—
Dark Forest Capital Management LP
N/A
Shares— from 16,912
Change-16,912 (-100%)
Value—
Seascape Capital Management
N/A
Shares— from 16,895
Change-16,895 (-100%)
Value—
Kentucky Farm Bureau Mutual Insurance Co
N/A
Shares— from 16,804
Change-16,804 (-100%)
Value—
Walsky Investment Management, Inc.
N/A
Shares— from 16,686
Change-16,686 (-100%)
Value—
Fairbanks Capital Management, Inc.
N/A
Shares— from 16,682
Change-16,682 (-100%)
Value—
Sculptor Capital LP
N/A
Shares— from 16,572
Change-16,572 (-100%)
Value—
Kesler, Norman & Wride, LLC
N/A
Shares— from 16,446
Change-16,446 (-100%)
Value—
AFT, Forsyth & Company, Inc.
N/A
Shares— from 16,290
Change-16,290 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 16,219
Change-16,219 (-100%)
Value—
Kirtland Hills Capital Management, LLC
N/A
Shares— from 16,120
Change-16,120 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 16,111
Change-16,111 (-100%)
Value—
S-Bank Fund Management Ltd
N/A
Shares— from 16,101
Change-16,101 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 16,039
Change-16,039 (-100%)
Value—
Seneca House Advisors
N/A
Shares— from 15,991
Change-15,991 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 15,980
Change-15,980 (-100%)
Value—
Highview Capital Management LLC
N/A
Shares— from 15,932
Change-15,932 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 15,930
Change-15,930 (-100%)
Value—
Saber Capital Managment, LLC
N/A
Shares— from 15,820
Change-15,820 (-100%)
Value—
Cloverfields Capital Group, LP
N/A
Shares— from 15,817
Change-15,817 (-100%)
Value—
Gilder Gagnon Howe & Co LLC
N/A
Shares— from 15,768
Change-15,768 (-100%)
Value—
Core Alternative Capital
N/A
Shares— from 15,746
Change-15,746 (-100%)
Value—
Parsonex Advisory Services, Inc.
N/A
Shares— from 15,720
Change-15,720 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 15,698
Change-15,698 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 15,663
Change-15,663 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 15,657
Change-15,657 (-100%)
Value—
Simmons Bank
N/A
Shares— from 15,605
Change-15,605 (-100%)
Value—
Watershed Asset Management, L.L.C.
N/A
Shares— from 15,600
Change-15,600 (-100%)
Value—
MainStreet Investment Advisors LLC
N/A
Shares— from 15,586
Change-15,586 (-100%)
Value—
Community Bank, N.A.
N/A
Shares— from 15,484
Change-15,484 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 15,437
Change-15,437 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 15,378
Change-15,378 (-100%)
Value—
Brasada Capital Management, LP
N/A
Shares— from 15,344
Change-15,344 (-100%)
Value—
Soros Capital Management LLC
N/A
Shares— from 15,308
Change-15,308 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 15,238
Change-15,238 (-100%)
Value—
Boyd Watterson Asset Management LLC
N/A
Shares— from 15,177
Change-15,177 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 15,068
Change-15,068 (-100%)
Value—
RNC Capital Management LLC
N/A
Shares— from 15,060
Change-15,060 (-100%)
Value—
SSA Swiss Advisors AG
N/A
Shares— from 14,990
Change-14,990 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 14,953
Change-14,953 (-100%)
Value—
Nikulski Financial, Inc.
N/A
Shares— from 14,905
Change-14,905 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 14,858
Change-14,858 (-100%)
Value—
AustralianSuper Pty Ltd
N/A
Shares— from 14,823
Change-14,823 (-100%)
Value—
White Pine Capital LLC
N/A
Shares— from 14,798
Change-14,798 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 14,791
Change-14,791 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 14,778
Change-14,778 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 14,606
Change-14,606 (-100%)
Value—
Annandale Capital, LLC
N/A
Shares— from 14,568
Change-14,568 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 14,498
Change-14,498 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 14,479
Change-14,479 (-100%)
Value—
Meridian Management Co
N/A
Shares— from 14,421
Change-14,421 (-100%)
Value—
Landscape Capital Management, L.L.C.
N/A
Shares— from 14,414
Change-14,414 (-100%)
Value—
Meadowbrook Advisors Group, LLC
N/A
Shares— from 14,404
Change-14,404 (-100%)
Value—
Vickerman Investment Advisors, Inc.
N/A
Shares— from 14,385
Change-14,385 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 14,268
Change-14,268 (-100%)
Value—
Owlhouse Capital LP
N/A
Shares— from 14,142
Change-14,142 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 14,069
Change-14,069 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 14,042
Change-14,042 (-100%)
Value—
Hardy Reed LLC
N/A
Shares— from 14,012
Change-14,012 (-100%)
Value—
Platinum Investment Management LTD
N/A
Shares— from 14,000
Change-14,000 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 13,994
Change-13,994 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 13,979
Change-13,979 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 13,946
Change-13,946 (-100%)
Value—
Papamarkou Wellner Asset Management inc.
N/A
Shares— from 13,865
Change-13,865 (-100%)
Value—
NWM Advisors, LLC
N/A
Shares— from 13,821
Change-13,821 (-100%)
Value—
Fairtree Asset Management (Pty) Ltd
N/A
Shares— from 13,780
Change-13,780 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 13,738
Change-13,738 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 13,737
Change-13,737 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 13,732
Change-13,732 (-100%)
Value—
JAG Capital Management, LLC
N/A
Shares— from 13,731
Change-13,731 (-100%)
Value—
DSM Capital Partners LLC
N/A
Shares— from 13,688
Change-13,688 (-100%)
Value—
Camarda Financial Advisors, LLC
N/A
Shares— from 13,499
Change-13,499 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 13,443
Change-13,443 (-100%)
Value—
American Trust
N/A
Shares— from 13,390
Change-13,390 (-100%)
Value—
Catalyst Financial Partners LLC
N/A
Shares— from 13,326
Change-13,326 (-100%)
Value—
Bulltick Wealth Management, LLC
N/A
Shares— from 13,304
Change-13,304 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 13,080
Change-13,080 (-100%)
Value—
K.J. Harrison & Partners Inc
N/A
Shares— from 13,063
Change-13,063 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 12,917
Change-12,917 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 12,850
Change-12,850 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 12,803
Change-12,803 (-100%)
Value—
Next Century Growth Investors LLC
N/A
Shares— from 12,553
Change-12,553 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 12,513
Change-12,513 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 12,488
Change-12,488 (-100%)
Value—
Benchmark Investment Advisors LLC
N/A
Shares— from 12,484
Change-12,484 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 12,426
Change-12,426 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 12,388
Change-12,388 (-100%)
Value—
Chokshi & Queen Wealth Advisors, Inc
N/A
Shares— from 12,374
Change-12,374 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 12,298
Change-12,298 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 12,253
Change-12,253 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 12,221
Change-12,221 (-100%)
Value—
Pincus Capital Management, LP
N/A
Shares— from 12,148
Change-12,148 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 12,089
Change-12,089 (-100%)
Value—
William Blair Investment Management, LLC
N/A
Shares— from 12,056
Change-12,056 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 12,043
Change-12,043 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 11,857
Change-11,857 (-100%)
Value—
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A
Shares— from 11,776
Change-11,776 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 11,774
Change-11,774 (-100%)
Value—
Alcosta Capital Management, Inc.
N/A
Shares— from 11,753
Change-11,753 (-100%)
Value—
Edentree Asset Management Ltd
N/A
Shares— from 11,746
Change-11,746 (-100%)
Value—
Channel Wealth LLC
N/A
Shares— from 11,738
Change-11,738 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 11,721
Change-11,721 (-100%)
Value—
Beck Mack & Oliver LLC
N/A
Shares— from 11,693
Change-11,693 (-100%)
Value—
Sciencast Management LP
N/A
Shares— from 11,637
Change-11,637 (-100%)
Value—
Nwam LLC
N/A
Shares— from 11,631
Change-11,631 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 11,400
Change-11,400 (-100%)
Value—
Evergreen Wealth Management, LLC
N/A
Shares— from 11,396
Change-11,396 (-100%)
Value—
Accent Capital Management, LLC
N/A
Shares— from 11,345
Change-11,345 (-100%)
Value—
Voya Financial Advisors, Inc.
N/A
Shares— from 11,338
Change-11,338 (-100%)
Value—
SummitTX Capital, L.P.
N/A
Shares— from 11,227
Change-11,227 (-100%)
Value—
BankPlus Trust Department
N/A
Shares— from 11,206
Change-11,206 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 11,201
Change-11,201 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 11,169
Change-11,169 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 11,154
Change-11,154 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 11,153
Change-11,153 (-100%)
Value—
Personal CFO Solutions, LLC
N/A
Shares— from 11,091
Change-11,091 (-100%)
Value—
CNB Bank
N/A
Shares— from 11,071
Change-11,071 (-100%)
Value—
Houlihan Financial Resource Group, Ltd.
N/A
Shares— from 11,019
Change-11,019 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 10,954
Change-10,954 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 10,894
Change-10,894 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 10,841
Change-10,841 (-100%)
Value—
Navalign, LLC
N/A
Shares— from 10,841
Change-10,841 (-100%)
Value—
Riverview Capital Advisers, LLC
N/A
Shares— from 10,805
Change-10,805 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 10,775
Change-10,775 (-100%)
Value—
Zions Bancorporation, National Association
N/A
Shares— from 10,765
Change-10,765 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 10,757
Change-10,757 (-100%)
Value—
Figure 8 Investment Strategies LLC
N/A
Shares— from 10,736
Change-10,736 (-100%)
Value—
Laffer Tengler Investments, Inc.
N/A
Shares— from 10,688
Change-10,688 (-100%)
Value—
RD Lewis Holdings, Inc.
N/A
Shares— from 10,627
Change-10,627 (-100%)
Value—
J. Stern & Co. LLP
N/A
Shares— from 10,621
Change-10,621 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 10,533
Change-10,533 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 10,491
Change-10,491 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 10,439
Change-10,439 (-100%)
Value—
Counterweight Ventures, LLC
N/A
Shares— from 10,437
Change-10,437 (-100%)
Value—
Symphony Financial Services, Inc.
N/A
Shares— from 10,435
Change-10,435 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 10,435
Change-10,435 (-100%)
Value—
Martin & Co Inc
N/A
Shares— from 10,431
Change-10,431 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 10,412
Change-10,412 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 10,405
Change-10,405 (-100%)
Value—
Tsai Capital Corp
N/A
Shares— from 10,317
Change-10,317 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 10,162
Change-10,162 (-100%)
Value—
Emissary Wealth LLC
N/A
Shares— from 10,154
Change-10,154 (-100%)
Value—
Westbourne Investments, Inc.
N/A
Shares— from 10,105
Change-10,105 (-100%)
Value—
Hall Capital Management Co Inc
N/A
Shares— from 10,081
Change-10,081 (-100%)
Value—
Advisors Preferred, LLC
N/A
Shares— from 9,969
Change-9,969 (-100%)
Value—
Intrepid Financial Planning Group LLC
N/A
Shares— from 9,954
Change-9,954 (-100%)
Value—
Sandro Wealth Management LLC
N/A
Shares— from 9,936
Change-9,936 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 9,933
Change-9,933 (-100%)
Value—
Aristides Capital LLC
N/A
Shares— from 9,928
Change-9,928 (-100%)
Value—
Militia Capital Management LLC
N/A
Shares— from 9,903
Change-9,903 (-100%)
Value—
Auxano Advisors, LLC
N/A
Shares— from 9,880
Change-9,880 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 9,874
Change-9,874 (-100%)
Value—
Arbor Trust Wealth Advisors, LLC
N/A
Shares— from 9,852
Change-9,852 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 9,845
Change-9,845 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 9,826
Change-9,826 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 9,825
Change-9,825 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 9,822
Change-9,822 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 9,774
Change-9,774 (-100%)
Value—
Okabena Investment Services Inc
N/A
Shares— from 9,770
Change-9,770 (-100%)
Value—
M3 Wealth Management, LLC
N/A
Shares— from 9,757
Change-9,757 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 9,745
Change-9,745 (-100%)
Value—
Global Frontier Investments LLC
N/A
Shares— from 9,706
Change-9,706 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 9,691
Change-9,691 (-100%)
Value—
Chancellor Financial Group WB LP
N/A
Shares— from 9,672
Change-9,672 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 9,665
Change-9,665 (-100%)
Value—
Cetera Trust Company, N.a
N/A
Shares— from 9,645
Change-9,645 (-100%)
Value—
Pinnacle Holdings, LLC
N/A
Shares— from 9,636
Change-9,636 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 9,618
Change-9,618 (-100%)
Value—
RiverPark Advisors, LLC
N/A
Shares— from 9,593
Change-9,593 (-100%)
Value—
Point Windward Advisors Inc.
N/A
Shares— from 9,589
Change-9,589 (-100%)
Value—
Trivant Custom Portfolio Group, LLC
N/A
Shares— from 9,588
Change-9,588 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 9,506
Change-9,506 (-100%)
Value—
MWA Asset Management
N/A
Shares— from 9,464
Change-9,464 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 9,425
Change-9,425 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 9,382
Change-9,382 (-100%)
Value—
Asahi Life Asset Management Co., Ltd.
N/A
Shares— from 9,373
Change-9,373 (-100%)
Value—
Main Street Research LLC
N/A
Shares— from 9,369
Change-9,369 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 9,350
Change-9,350 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 9,287
Change-9,287 (-100%)
Value—
Alaethes Wealth, LLC
N/A
Shares— from 9,274
Change-9,274 (-100%)
Value—
CIM Investment Management Inc
N/A
Shares— from 9,235
Change-9,235 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 9,192
Change-9,192 (-100%)
Value—
Callahan Advisors, LLC
N/A
Shares— from 9,167
Change-9,167 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 9,160
Change-9,160 (-100%)
Value—
Partners Capital Investment Group, LLP
N/A
Shares— from 9,139
Change-9,139 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 9,120
Change-9,120 (-100%)
Value—
Lafayette Investments, Inc.
N/A
Shares— from 9,092
Change-9,092 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 9,031
Change-9,031 (-100%)
Value—
Avanda Investment Management Pte. Ltd.
N/A
Shares— from 9,000
Change-9,000 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 8,992
Change-8,992 (-100%)
Value—
Claret Asset Management Corp
N/A
Shares— from 8,921
Change-8,921 (-100%)
Value—
Harvest Fund Management Co., Ltd
N/A
Shares— from 8,920
Change-8,920 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 8,914
Change-8,914 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 8,903
Change-8,903 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 8,871
Change-8,871 (-100%)
Value—
Odyssean, LLC
N/A
Shares— from 8,866
Change-8,866 (-100%)
Value—
U S Wealth Group, Llc.
N/A
Shares— from 8,866
Change-8,866 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 8,854
Change-8,854 (-100%)
Value—
Sierra Legacy Group
N/A
Shares— from 8,837
Change-8,837 (-100%)
Value—
Burling Wealth Partners, LLC
N/A
Shares— from 8,795
Change-8,795 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 8,780
Change-8,780 (-100%)
Value—
Systematic Alpha Investments, LLC
N/A
Shares— from 8,673
Change-8,673 (-100%)
Value—
ForthRight Wealth Management, LLC
N/A
Shares— from 8,669
Change-8,669 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 8,646
Change-8,646 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 8,634
Change-8,634 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 8,606
Change-8,606 (-100%)
Value—
Algert Global LLC
N/A
Shares— from 8,593
Change-8,593 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 8,558
Change-8,558 (-100%)
Value—
Hutner Capital Management Inc
N/A
Shares— from 8,478
Change-8,478 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 8,429
Change-8,429 (-100%)
Value—
Little House Capital LLC
N/A
Shares— from 8,387
Change-8,387 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 8,381
Change-8,381 (-100%)
Value—
Bernicke Wealth Management, Ltd.
N/A
Shares— from 8,371
Change-8,371 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 8,315
Change-8,315 (-100%)
Value—
Systematic Financial Management LP
N/A
Shares— from 8,300
Change-8,300 (-100%)
Value—
Bolthouse Investments, LLC
N/A
Shares— from 8,299
Change-8,299 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 8,270
Change-8,270 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 8,241
Change-8,241 (-100%)
Value—
Wealthedge Investment Advisors, LLC
N/A
Shares— from 8,172
Change-8,172 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 8,159
Change-8,159 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 8,128
Change-8,128 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 8,122
Change-8,122 (-100%)
Value—
Twin City Private Wealth, LLC
N/A
Shares— from 8,108
Change-8,108 (-100%)
Value—
Paragon Capital Management LLC
N/A
Shares— from 8,094
Change-8,094 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 8,061
Change-8,061 (-100%)
Value—
Argo Wealth Advisory, LLC
N/A
Shares— from 8,049
Change-8,049 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 8,019
Change-8,019 (-100%)
Value—
Littlejohn Financial Services, Inc.
N/A
Shares— from 8,019
Change-8,019 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 8,010
Change-8,010 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 8,007
Change-8,007 (-100%)
Value—
1776 Wealth LLC
N/A
Shares— from 8,003
Change-8,003 (-100%)
Value—
Haverford Financial Services, Inc.
N/A
Shares— from 7,977
Change-7,977 (-100%)
Value—
Purkiss Capital Advisors LLC
N/A
Shares— from 7,958
Change-7,958 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 7,912
Change-7,912 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 7,903
Change-7,903 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 7,875
Change-7,875 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 7,840
Change-7,840 (-100%)
Value—
Fortune Financial Advisors, LLC
N/A
Shares— from 7,828
Change-7,828 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 7,807
Change-7,807 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 7,784
Change-7,784 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 7,775
Change-7,775 (-100%)
Value—
Opal Capital LLC
N/A
Shares— from 7,762
Change-7,762 (-100%)
Value—
Optas, LLC
N/A
Shares— from 7,707
Change-7,707 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 7,672
Change-7,672 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 7,643
Change-7,643 (-100%)
Value—
Titan Global Capital Management USA LLC
N/A
Shares— from 7,639
Change-7,639 (-100%)
Value—
North Dallas Bank & Trust Co
N/A
Shares— from 7,607
Change-7,607 (-100%)
Value—
Natural Investments, LLC
N/A
Shares— from 7,586
Change-7,586 (-100%)
Value—
Provident Co of the Employees of the Hebrew University LTD
N/A
Shares— from 7,582
Change-7,582 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 7,568
Change-7,568 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 7,548
Change-7,548 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 7,421
Change-7,421 (-100%)
Value—
LSV Asset Management
N/A
Shares— from 7,404
Change-7,404 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 7,363
Change-7,363 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 7,334
Change-7,334 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 7,319
Change-7,319 (-100%)
Value—
Stonebridge Financial Planning Group, LLC
N/A
Shares— from 7,314
Change-7,314 (-100%)
Value—
Connable Office Inc
N/A
Shares— from 7,311
Change-7,311 (-100%)
Value—
Sunstone Asset Management, LP
N/A
Shares— from 7,300
Change-7,300 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 7,285
Change-7,285 (-100%)
Value—
Dempze Nancy E
N/A
Shares— from 7,249
Change-7,249 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 7,237
Change-7,237 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 7,233
Change-7,233 (-100%)
Value—
Dockside LLC
N/A
Shares— from 7,232
Change-7,232 (-100%)
Value—
Everest Private Wealth
N/A
Shares— from 7,223
Change-7,223 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 7,200
Change-7,200 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 7,198
Change-7,198 (-100%)
Value—
Werba Rubin Papier Wealth Management
N/A
Shares— from 7,194
Change-7,194 (-100%)
Value—
J. Goldman & Co LP
N/A
Shares— from 7,179
Change-7,179 (-100%)
Value—
Resources Management Corp
N/A
Shares— from 7,167
Change-7,167 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 7,151
Change-7,151 (-100%)
Value—
Wills Financial Group LLC
N/A
Shares— from 7,144
Change-7,144 (-100%)
Value—
Wealth Advisors of Tampa Bay, LLC
N/A
Shares— from 7,113
Change-7,113 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 7,084
Change-7,084 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 7,083
Change-7,083 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 7,070
Change-7,070 (-100%)
Value—
Mcintyre Freedman & Flynn Investment Advisers Inc
N/A
Shares— from 7,053
Change-7,053 (-100%)
Value—
FFT Wealth Management LLC
N/A
Shares— from 7,022
Change-7,022 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 7,001
Change-7,001 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 6,987
Change-6,987 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 6,951
Change-6,951 (-100%)
Value—
Storgate, LLC
N/A
Shares— from 6,903
Change-6,903 (-100%)
Value—
Defiance ETFs, LLC
N/A
Shares— from 6,891
Change-6,891 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 6,889
Change-6,889 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 6,845
Change-6,845 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 6,822
Change-6,822 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 6,820
Change-6,820 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 6,808
Change-6,808 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 6,775
Change-6,775 (-100%)
Value—
Menard Financial Group LLC
N/A
Shares— from 6,757
Change-6,757 (-100%)
Value—
Evergreen Wealth Partners LLC
N/A
Shares— from 6,750
Change-6,750 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 6,749
Change-6,749 (-100%)
Value—
Denali Advisors LLC
N/A
Shares— from 6,739
Change-6,739 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 6,694
Change-6,694 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 6,657
Change-6,657 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 6,631
Change-6,631 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 6,615
Change-6,615 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 6,558
Change-6,558 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 6,515
Change-6,515 (-100%)
Value—
US Asset Management LLC
N/A
Shares— from 6,500
Change-6,500 (-100%)
Value—
Saiph Capital, LLC
N/A
Shares— from 6,489
Change-6,489 (-100%)
Value—
German American Bancorp, Inc.
N/A
Shares— from 6,466
Change-6,466 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 6,455
Change-6,455 (-100%)
Value—
Greenland Capital Management LP
N/A
Shares— from 6,449
Change-6,449 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 6,445
Change-6,445 (-100%)
Value—
Wellington Grp LLC
N/A
Shares— from 6,419
Change-6,419 (-100%)
Value—
Peak Planning Group, LLC
N/A
Shares— from 6,410
Change-6,410 (-100%)
Value—
Paces Ferry Wealth Advisors, LLC
N/A
Shares— from 6,404
Change-6,404 (-100%)
Value—
Mainstay Capital Management LLC
N/A
Shares— from 6,395
Change-6,395 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 6,381
Change-6,381 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 6,375
Change-6,375 (-100%)
Value—
Conway Capital Management, Inc.
N/A
Shares— from 6,358
Change-6,358 (-100%)
Value—
TFR Capital, Llc.
N/A
Shares— from 6,338
Change-6,338 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 6,337
Change-6,337 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 6,325
Change-6,325 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 6,306
Change-6,306 (-100%)
Value—
Bridgefront Capital, LLC
N/A
Shares— from 6,234
Change-6,234 (-100%)
Value—
Nicholson Wealth Management Group, LLC
N/A
Shares— from 6,206
Change-6,206 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 6,195
Change-6,195 (-100%)
Value—
Harbor Advisory Corp
N/A
Shares— from 6,175
Change-6,175 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 6,174
Change-6,174 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 6,157
Change-6,157 (-100%)
Value—
Cape ANN Savings Bank
N/A
Shares— from 6,141
Change-6,141 (-100%)
Value—
Buckley Wealth Management, LLC
N/A
Shares— from 6,114
Change-6,114 (-100%)
Value—
Polymer Capital Management (HK) LTD
N/A
Shares— from 6,077
Change-6,077 (-100%)
Value—
IKE Capital, LLC
N/A
Shares— from 6,073
Change-6,073 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 6,059
Change-6,059 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 6,027
Change-6,027 (-100%)
Value—
Lionhunter Capital Management, LLC
N/A
Shares— from 6,026
Change-6,026 (-100%)
Value—
Encore Global Management, LP
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
HighVista Strategies LLC
N/A
Shares— from 5,961
Change-5,961 (-100%)
Value—
Allred Capital Management, LLC
N/A
Shares— from 5,937
Change-5,937 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 5,928
Change-5,928 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 5,887
Change-5,887 (-100%)
Value—
Shay Capital LLC
N/A
Shares— from 5,850
Change-5,850 (-100%)
Value—
Hamel Associates, Inc.
N/A
Shares— from 5,788
Change-5,788 (-100%)
Value—
Twin Lakes Capital Management, LLC
N/A
Shares— from 5,770
Change-5,770 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 5,748
Change-5,748 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 5,697
Change-5,697 (-100%)
Value—
Ketron Financial
N/A
Shares— from 5,687
Change-5,687 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 5,684
Change-5,684 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 5,671
Change-5,671 (-100%)
Value—
First National Advisers, LLC
N/A
Shares— from 5,666
Change-5,666 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 5,656
Change-5,656 (-100%)
Value—
Requisite Capital Management, LLC
N/A
Shares— from 5,638
Change-5,638 (-100%)
Value—
Lombard Odier Asset Management (Europe) Ltd
N/A
Shares— from 5,607
Change-5,607 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 5,599
Change-5,599 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 5,585
Change-5,585 (-100%)
Value—
Cypress Capital Management LLC (WY)
N/A
Shares— from 5,578
Change-5,578 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 5,570
Change-5,570 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 5,566
Change-5,566 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 5,564
Change-5,564 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 5,552
Change-5,552 (-100%)
Value—
Private Harbour Investment Management & Counsel, LLC
N/A
Shares— from 5,546
Change-5,546 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 5,456
Change-5,456 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 5,448
Change-5,448 (-100%)
Value—
Barr E S & Co
N/A
Shares— from 5,388
Change-5,388 (-100%)
Value—
Ithaka Group LLC
N/A
Shares— from 5,343
Change-5,343 (-100%)
Value—
Carl P. Sherr & Co., LLC
N/A
Shares— from 5,332
Change-5,332 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 5,323
Change-5,323 (-100%)
Value—
Mirabaud Asset Management Ltd
N/A
Shares— from 5,317
Change-5,317 (-100%)
Value—
Stance Capital LLC
N/A
Shares— from 5,313
Change-5,313 (-100%)
Value—
Alpine Woods Capital Investors, LLC
N/A
Shares— from 5,284
Change-5,284 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 5,270
Change-5,270 (-100%)
Value—
Tevis Investment Management
N/A
Shares— from 5,262
Change-5,262 (-100%)
Value—
Geneva Capital Management LLC
N/A
Shares— from 5,256
Change-5,256 (-100%)
Value—
Ariadne Wealth Management, LP
N/A
Shares— from 5,248
Change-5,248 (-100%)
Value—
Beaton Management Co. Inc.
N/A
Shares— from 5,214
Change-5,214 (-100%)
Value—
PFC Capital Group, Inc.
N/A
Shares— from 5,207
Change-5,207 (-100%)
Value—
RBO & Co LLC
N/A
Shares— from 5,187
Change-5,187 (-100%)
Value—
Accretive Wealth Partners, LLC
N/A
Shares— from 5,159
Change-5,159 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 5,153
Change-5,153 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 5,136
Change-5,136 (-100%)
Value—
Wulff, Hansen & Co.
N/A
Shares— from 5,110
Change-5,110 (-100%)
Value—
Caldwell Investment Management Ltd.
N/A
Shares— from 5,100
Change-5,100 (-100%)
Value—
Aft, Forsyth & Sober, LLC
N/A
Shares— from 5,100
Change-5,100 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 5,048
Change-5,048 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 5,021
Change-5,021 (-100%)
Value—
Pinnacle West Asset Management, Inc.
N/A
Shares— from 5,020
Change-5,020 (-100%)
Value—
Earned Wealth Advisors, LLC
N/A
Shares— from 5,011
Change-5,011 (-100%)
Value—
Aigen Investment Management, LP
N/A
Shares— from 5,009
Change-5,009 (-100%)
Value—
Menora Mivtachim Holdings Ltd.
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Sentinel Dome Partners, LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 4,980
Change-4,980 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 4,950
Change-4,950 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 4,940
Change-4,940 (-100%)
Value—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A
Shares— from 4,914
Change-4,914 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 4,913
Change-4,913 (-100%)
Value—
Secured Retirement Advisors, LLC
N/A
Shares— from 4,872
Change-4,872 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 4,839
Change-4,839 (-100%)
Value—
Sagewood Asset Management LP
N/A
Shares— from 4,821
Change-4,821 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 4,816
Change-4,816 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 4,814
Change-4,814 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 4,810
Change-4,810 (-100%)
Value—
Knuff & Co LLC
N/A
Shares— from 4,797
Change-4,797 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 4,786
Change-4,786 (-100%)
Value—
Perissos Private Wealth Management, LLC
N/A
Shares— from 4,768
Change-4,768 (-100%)
Value—
Icon Advisers Inc
N/A
Shares— from 4,750
Change-4,750 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 4,709
Change-4,709 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 4,706
Change-4,706 (-100%)
Value—
Reyl & Cie S.A.
N/A
Shares— from 4,701
Change-4,701 (-100%)
Value—
Easterly Investment Partners LLC
N/A
Shares— from 4,700
Change-4,700 (-100%)
Value—
Twin Tree Management, LP
N/A
Shares— from 4,678
Change-4,678 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 4,676
Change-4,676 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 4,667
Change-4,667 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 4,666
Change-4,666 (-100%)
Value—
Bank of Marin
N/A
Shares— from 4,634
Change-4,634 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 4,629
Change-4,629 (-100%)
Value—
Harbour Investment Management LLC
N/A
Shares— from 4,618
Change-4,618 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 4,615
Change-4,615 (-100%)
Value—
CastleKnight Management LP
N/A
Shares— from 4,600
Change-4,600 (-100%)
Value—
Legato Capital Management LLC
N/A
Shares— from 4,583
Change-4,583 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 4,579
Change-4,579 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 4,568
Change-4,568 (-100%)
Value—
Kane Investment Management, Inc.
N/A
Shares— from 4,557
Change-4,557 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 4,555
Change-4,555 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 4,546
Change-4,546 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 4,542
Change-4,542 (-100%)
Value—
Landing Point Financial Group, LLC
N/A
Shares— from 4,541
Change-4,541 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 4,529
Change-4,529 (-100%)
Value—
Sunflower Bank, N.A.
N/A
Shares— from 4,524
Change-4,524 (-100%)
Value—
Cyber Hornet ETFs LLC
N/A
Shares— from 4,523
Change-4,523 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 4,517
Change-4,517 (-100%)
Value—
Dougherty & Associates, LLC
N/A
Shares— from 4,504
Change-4,504 (-100%)
Value—
Mountain Capital Investment Advisors Inc.
N/A
Shares— from 4,502
Change-4,502 (-100%)
Value—
Calydon Capital
N/A
Shares— from 4,474
Change-4,474 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 4,470
Change-4,470 (-100%)
Value—
Aspire Growth Partners LLC
N/A
Shares— from 4,456
Change-4,456 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 4,413
Change-4,413 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 4,411
Change-4,411 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 4,391
Change-4,391 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 4,388
Change-4,388 (-100%)
Value—
Clarion Wealth Managment Partners, LLC
N/A
Shares— from 4,382
Change-4,382 (-100%)
Value—
White Knight Strategic Wealth Advisors, LLC
N/A
Shares— from 4,358
Change-4,358 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 4,355
Change-4,355 (-100%)
Value—
Galilei Investment Office LLP
N/A
Shares— from 4,351
Change-4,351 (-100%)
Value—
Limestone Investment Advisors LP
N/A
Shares— from 4,314
Change-4,314 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 4,310
Change-4,310 (-100%)
Value—
Titiun Yejiel
N/A
Shares— from 4,300
Change-4,300 (-100%)
Value—
KilterHowling LLC
N/A
Shares— from 4,297
Change-4,297 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 4,284
Change-4,284 (-100%)
Value—
SkyView Investment Advisors, LLC
N/A
Shares— from 4,275
Change-4,275 (-100%)
Value—
Estabrook Capital Management
N/A
Shares— from 4,271
Change-4,271 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 4,268
Change-4,268 (-100%)
Value—
Olde Wealth Management, LLC
N/A
Shares— from 4,259
Change-4,259 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 4,233
Change-4,233 (-100%)
Value—
Vela Investment Management, LLC
N/A
Shares— from 4,225
Change-4,225 (-100%)
Value—
Wallace Capital Management Inc.
N/A
Shares— from 4,222
Change-4,222 (-100%)
Value—
SBI Okasan Asset Management Co.Ltd.
N/A
Shares— from 4,195
Change-4,195 (-100%)
Value—
Evolutionary Tree Capital Management, LLC
N/A
Shares— from 4,192
Change-4,192 (-100%)
Value—
AR Asset Management Inc
N/A
Shares— from 4,185
Change-4,185 (-100%)
Value—
Thornburg Investment Management Inc
N/A
Shares— from 4,166
Change-4,166 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 4,148
Change-4,148 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 4,144
Change-4,144 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 4,131
Change-4,131 (-100%)
Value—
Swiss RE LTD
N/A
Shares— from 4,126
Change-4,126 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 4,123
Change-4,123 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 4,121
Change-4,121 (-100%)
Value—
Staley Capital Advisers Inc
N/A
Shares— from 4,114
Change-4,114 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 4,108
Change-4,108 (-100%)
Value—
Triton Financial Group Inc
N/A
Shares— from 4,103
Change-4,103 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 4,096
Change-4,096 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 4,093
Change-4,093 (-100%)
Value—
X-Square Capital, LLC
N/A
Shares— from 4,073
Change-4,073 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 4,037
Change-4,037 (-100%)
Value—
Genesis Financial Group, LLC
N/A
Shares— from 4,021
Change-4,021 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 4,021
Change-4,021 (-100%)
Value—
Bank Hapoalim BM
N/A
Shares— from 4,011
Change-4,011 (-100%)
Value—
Harbor Advisors LLC
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
City National Bank of Florida
N/A
Shares— from 3,977
Change-3,977 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 3,970
Change-3,970 (-100%)
Value—
Tailwinds Wealth, LLC
N/A
Shares— from 3,908
Change-3,908 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 3,893
Change-3,893 (-100%)
Value—
Satovsky Asset Management LLC
N/A
Shares— from 3,881
Change-3,881 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 3,865
Change-3,865 (-100%)
Value—
Spwm Advisors LLC
N/A
Shares— from 3,858
Change-3,858 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 3,848
Change-3,848 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 3,823
Change-3,823 (-100%)
Value—
Resolute Wealth Strategies, LLC
N/A
Shares— from 3,786
Change-3,786 (-100%)
Value—
Cornerstone Select Advisors, LLC
N/A
Shares— from 3,783
Change-3,783 (-100%)
Value—
Members Trust Co
N/A
Shares— from 3,760
Change-3,760 (-100%)
Value—
Godshalk Welsh Capital Management, Inc.
N/A
Shares— from 3,745
Change-3,745 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 3,722
Change-3,722 (-100%)
Value—
AXA S.A.
N/A
Shares— from 3,718
Change-3,718 (-100%)
Value—
SMA Capital LLC
N/A
Shares— from 3,712
Change-3,712 (-100%)
Value—
Caxton Associates LLP
N/A
Shares— from 3,708
Change-3,708 (-100%)
Value—
Mendel Capital Management LLC
N/A
Shares— from 3,683
Change-3,683 (-100%)
Value—
Dean Investment Associates, LLC
N/A
Shares— from 3,682
Change-3,682 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 3,675
Change-3,675 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 3,672
Change-3,672 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 3,660
Change-3,660 (-100%)
Value—
Spreng Capital Management, Inc.
N/A
Shares— from 3,657
Change-3,657 (-100%)
Value—
Granite Harbor Advisors, Inc.
N/A
Shares— from 3,650
Change-3,650 (-100%)
Value—
Richmond Brothers, Inc.
N/A
Shares— from 3,634
Change-3,634 (-100%)
Value—
Beck Bode, LLC
N/A
Shares— from 3,625
Change-3,625 (-100%)
Value—
Round Hill Asset Management
N/A
Shares— from 3,611
Change-3,611 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 3,595
Change-3,595 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 3,591
Change-3,591 (-100%)
Value—
Gould Asset Management LLC
N/A
Shares— from 3,574
Change-3,574 (-100%)
Value—
FWG Holdings, LLC
N/A
Shares— from 3,572
Change-3,572 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 3,559
Change-3,559 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 3,550
Change-3,550 (-100%)
Value—
Private Advisory Group LLC
N/A
Shares— from 3,543
Change-3,543 (-100%)
Value—
Khazanah Nasional Berhad
N/A
Shares— from 3,524
Change-3,524 (-100%)
Value—
EWA, LLC
N/A
Shares— from 3,523
Change-3,523 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 3,510
Change-3,510 (-100%)
Value—
Hartford Funds Management Co LLC
N/A
Shares— from 3,503
Change-3,503 (-100%)
Value—
McLaughlin Asset Management, Inc.
N/A
Shares— from 3,503
Change-3,503 (-100%)
Value—
Rogco, LP
N/A
Shares— from 3,502
Change-3,502 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 3,491
Change-3,491 (-100%)
Value—
McLean Asset Management Corp
N/A
Shares— from 3,473
Change-3,473 (-100%)
Value—
Citizens Business Bank
N/A
Shares— from 3,470
Change-3,470 (-100%)
Value—
Intellus Advisors LLC
N/A
Shares— from 3,465
Change-3,465 (-100%)
Value—
Signet Private Wealth LLC
N/A
Shares— from 3,454
Change-3,454 (-100%)
Value—
TAGStone Capital, Inc.
N/A
Shares— from 3,452
Change-3,452 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 3,449
Change-3,449 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 3,436
Change-3,436 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 3,425
Change-3,425 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 3,419
Change-3,419 (-100%)
Value—
Generali Investments Towarzystwo Funduszy Inwestycyjnych
N/A
Shares— from 3,400
Change-3,400 (-100%)
Value—
Somerville Kurt F
N/A
Shares— from 3,400
Change-3,400 (-100%)
Value—
Harbour Wealth Management Group, Inc.
N/A
Shares— from 3,377
Change-3,377 (-100%)
Value—
Barbara Oil Co.
N/A
Shares— from 3,350
Change-3,350 (-100%)
Value—
Hodges Capital Management Inc.
N/A
Shares— from 3,344
Change-3,344 (-100%)
Value—
Quattro Advisors LLC
N/A
Shares— from 3,338
Change-3,338 (-100%)
Value—
Keystone Financial Services
N/A
Shares— from 3,334
Change-3,334 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 3,311
Change-3,311 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 3,298
Change-3,298 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 3,293
Change-3,293 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 3,286
Change-3,286 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 3,280
Change-3,280 (-100%)
Value—
First National Bank of Hutchinson
N/A
Shares— from 3,264
Change-3,264 (-100%)
Value—
Maren Capital LLC
N/A
Shares— from 3,242
Change-3,242 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 3,238
Change-3,238 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 3,204
Change-3,204 (-100%)
Value—
Hansen & Associates Financial Group, Inc.
N/A
Shares— from 3,199
Change-3,199 (-100%)
Value—
Mrwm Advisors, LLC
N/A
Shares— from 3,191
Change-3,191 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 3,189
Change-3,189 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 3,170
Change-3,170 (-100%)
Value—
Legacy Wealth Advisors, LLC
N/A
Shares— from 3,169
Change-3,169 (-100%)
Value—
Z3 Capital Partners, LLC
N/A
Shares— from 3,160
Change-3,160 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 3,152
Change-3,152 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 3,151
Change-3,151 (-100%)
Value—
Bedel Financial Consulting, Inc.
N/A
Shares— from 3,136
Change-3,136 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 3,117
Change-3,117 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 3,076
Change-3,076 (-100%)
Value—
Future Fund LLC
N/A
Shares— from 3,072
Change-3,072 (-100%)
Value—
Dover Advisors, LLC
N/A
Shares— from 3,055
Change-3,055 (-100%)
Value—
Hutchinson Capital Management
N/A
Shares— from 3,033
Change-3,033 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 3,033
Change-3,033 (-100%)
Value—
Paradigm Capital Management, LLC
N/A
Shares— from 3,026
Change-3,026 (-100%)
Value—
New World Advisors LLC
N/A
Shares— from 3,005
Change-3,005 (-100%)
Value—
Runnymede Capital Advisors, Inc.
N/A
Shares— from 3,003
Change-3,003 (-100%)
Value—
Campion Asset Management
N/A
Shares— from 2,994
Change-2,994 (-100%)
Value—
Aster Capital Management (Difc) Ltd
N/A
Shares— from 2,974
Change-2,974 (-100%)
Value—
TCM Advisors, LLC
N/A
Shares— from 2,972
Change-2,972 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 2,971
Change-2,971 (-100%)
Value—
1248 Management, LLC
N/A
Shares— from 2,963
Change-2,963 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 2,961
Change-2,961 (-100%)
Value—
Marietta Investment Partners LLC
N/A
Shares— from 2,929
Change-2,929 (-100%)
Value—
LeClair Wealth Partners LLC
N/A
Shares— from 2,925
Change-2,925 (-100%)
Value—
Drake & Associates, LLC
N/A
Shares— from 2,925
Change-2,925 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 2,925
Change-2,925 (-100%)
Value—
Dimension Capital Management LLC
N/A
Shares— from 2,919
Change-2,919 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 2,913
Change-2,913 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 2,886
Change-2,886 (-100%)
Value—
44 Wealth Management LLC
N/A
Shares— from 2,885
Change-2,885 (-100%)
Value—
Capital Financial Group Inc\co\
N/A
Shares— from 2,884
Change-2,884 (-100%)
Value—
Palisades Hudson Asset Management, L.P.
N/A
Shares— from 2,873
Change-2,873 (-100%)
Value—
Saturna Capital Corp
N/A
Shares— from 2,869
Change-2,869 (-100%)
Value—
Coign Capital Advisors LLC
N/A
Shares— from 2,866
Change-2,866 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 2,864
Change-2,864 (-100%)
Value—
Sharp Wealth Advisory, LLC
N/A
Shares— from 2,853
Change-2,853 (-100%)
Value—
Tranquilli Financial Advisor LLC
N/A
Shares— from 2,847
Change-2,847 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 2,846
Change-2,846 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 2,840
Change-2,840 (-100%)
Value—
Ironwood Investment Management LLC
N/A
Shares— from 2,834
Change-2,834 (-100%)
Value—
KDT Advisors, LLC
N/A
Shares— from 2,829
Change-2,829 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 2,803
Change-2,803 (-100%)
Value—
S Harris Financial Group, LLC
N/A
Shares— from 2,802
Change-2,802 (-100%)
Value—
GenTrust, LLC
N/A
Shares— from 2,778
Change-2,778 (-100%)
Value—
Orleans Capital Management Corp
N/A
Shares— from 2,774
Change-2,774 (-100%)
Value—
Red Wave Investments LLC
N/A
Shares— from 2,767
Change-2,767 (-100%)
Value—
Omnia Family Wealth, LLC
N/A
Shares— from 2,744
Change-2,744 (-100%)
Value—
Wealth Advisors of Iowa, LLC
N/A
Shares— from 2,741
Change-2,741 (-100%)
Value—
Alexander Labrunerie & Co., Inc.
N/A
Shares— from 2,738
Change-2,738 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 2,738
Change-2,738 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 2,738
Change-2,738 (-100%)
Value—
Elk River Wealth Management LLC
N/A
Shares— from 2,728
Change-2,728 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 2,722
Change-2,722 (-100%)
Value—
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.
N/A
Shares— from 2,720
Change-2,720 (-100%)
Value—
Avise Financial Cooperative, Inc.
N/A
Shares— from 2,716
Change-2,716 (-100%)
Value—
Aspen Wealth Strategies, LLC
N/A
Shares— from 2,709
Change-2,709 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 2,704
Change-2,704 (-100%)
Value—
Gentry Private Wealth, LLC
N/A
Shares— from 2,696
Change-2,696 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 2,684
Change-2,684 (-100%)
Value—
Planning Alternatives LTD
N/A
Shares— from 2,663
Change-2,663 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 2,659
Change-2,659 (-100%)
Value—
NorthStar Asset Management LLC
N/A
Shares— from 2,659
Change-2,659 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 2,652
Change-2,652 (-100%)
Value—
UP Strategic Wealth Investment Advisors LLC
N/A
Shares— from 2,642
Change-2,642 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 2,631
Change-2,631 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 2,628
Change-2,628 (-100%)
Value—
SGL Investment Advisors, Inc.
N/A
Shares— from 2,624
Change-2,624 (-100%)
Value—
Clarendon Private LLC
N/A
Shares— from 2,623
Change-2,623 (-100%)
Value—
One Wealth Map LLC
N/A
Shares— from 2,579
Change-2,579 (-100%)
Value—
Mach-1 Financial Group, LLC
N/A
Shares— from 2,553
Change-2,553 (-100%)
Value—
Elefante Mark B
N/A
Shares— from 2,550
Change-2,550 (-100%)
Value—
Invictus Private Wealth, LLC
N/A
Shares— from 2,545
Change-2,545 (-100%)
Value—
Charter Research & Investment Group, Inc.
N/A
Shares— from 2,520
Change-2,520 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 2,490
Change-2,490 (-100%)
Value—
OneAscent Investment Solutions LLC
N/A
Shares— from 2,490
Change-2,490 (-100%)
Value—
Invst, LLC
N/A
Shares— from 2,489
Change-2,489 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 2,475
Change-2,475 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 2,470
Change-2,470 (-100%)
Value—
Alexis Investment Partners, LLC
N/A
Shares— from 2,444
Change-2,444 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 2,434
Change-2,434 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 2,434
Change-2,434 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 2,431
Change-2,431 (-100%)
Value—
Falcon Wealth Planning
N/A
Shares— from 2,428
Change-2,428 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 2,426
Change-2,426 (-100%)
Value—
Vega Investment Solutions
N/A
Shares— from 2,417
Change-2,417 (-100%)
Value—
Palogic Value Management, L.P.
N/A
Shares— from 2,417
Change-2,417 (-100%)
Value—
Fi3 Financial Advisors, LLC
N/A
Shares— from 2,413
Change-2,413 (-100%)
Value—
Wall Street Financial Group, Inc.
N/A
Shares— from 2,413
Change-2,413 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 2,410
Change-2,410 (-100%)
Value—
Eaton Financial Holdings Company, LLC
N/A
Shares— from 2,403
Change-2,403 (-100%)
Value—
Moment Partners, LLC
N/A
Shares— from 2,399
Change-2,399 (-100%)
Value—
Shepherd Wealth Management Ltd Liability Co
N/A
Shares— from 2,393
Change-2,393 (-100%)
Value—
EntryPoint Capital, LLC
N/A
Shares— from 2,386
Change-2,386 (-100%)
Value—
Gator Capital Management, LLC
N/A
Shares— from 2,385
Change-2,385 (-100%)
Value—
Sonoma Private Wealth LLC
N/A
Shares— from 2,383
Change-2,383 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 2,380
Change-2,380 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 2,372
Change-2,372 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 2,364
Change-2,364 (-100%)
Value—
Warner Group LLC
N/A
Shares— from 2,339
Change-2,339 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 2,328
Change-2,328 (-100%)
Value—
Snowwater Investment Partners, LLC
N/A
Shares— from 2,324
Change-2,324 (-100%)
Value—
Hemenway Trust Co LLC
N/A
Shares— from 2,311
Change-2,311 (-100%)
Value—
Matters Capital LLC
N/A
Shares— from 2,306
Change-2,306 (-100%)
Value—
Indie Asset Partners, LLC
N/A
Shares— from 2,305
Change-2,305 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 2,304
Change-2,304 (-100%)
Value—
Fairfield, Bush & Co.
N/A
Shares— from 2,279
Change-2,279 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 2,274
Change-2,274 (-100%)
Value—
ArrowMark Colorado Holdings LLC
N/A
Shares— from 2,268
Change-2,268 (-100%)
Value—
Severin Investments, LLC
N/A
Shares— from 2,264
Change-2,264 (-100%)
Value—
Uniting Wealth Partners, LLC
N/A
Shares— from 2,255
Change-2,255 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 2,235
Change-2,235 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 2,232
Change-2,232 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 2,231
Change-2,231 (-100%)
Value—
Schrum Private Wealth Management LLC
N/A
Shares— from 2,230
Change-2,230 (-100%)
Value—
Trevian Wealth Management LLC
N/A
Shares— from 2,218
Change-2,218 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 2,190
Change-2,190 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 2,180
Change-2,180 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 2,175
Change-2,175 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 2,172
Change-2,172 (-100%)
Value—
Laraway Financial Advisors Inc
N/A
Shares— from 2,160
Change-2,160 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 2,160
Change-2,160 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 2,159
Change-2,159 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 2,157
Change-2,157 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 2,153
Change-2,153 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 2,152
Change-2,152 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 2,151
Change-2,151 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 2,147
Change-2,147 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 2,139
Change-2,139 (-100%)
Value—
Elite Life Management LLC
N/A
Shares— from 2,133
Change-2,133 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 2,115
Change-2,115 (-100%)
Value—
Vista Capital Partners, Inc.
N/A
Shares— from 2,115
Change-2,115 (-100%)
Value—
RiverGlades Family Offices LLC
N/A
Shares— from 2,111
Change-2,111 (-100%)
Value—
Emerald Advisers, LLC
N/A
Shares— from 2,095
Change-2,095 (-100%)
Value—
Guardian Capital, LLC
N/A
Shares— from 2,094
Change-2,094 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 2,087
Change-2,087 (-100%)
Value—
CTC Alternative Strategies, Ltd.
N/A
Shares— from 2,080
Change-2,080 (-100%)
Value—
BlueSpruce Investments, LP
N/A
Shares— from 2,077
Change-2,077 (-100%)
Value—
Mane Global Capital Management LP
N/A
Shares— from 2,075
Change-2,075 (-100%)
Value—
Quantessence Capital LLC
N/A
Shares— from 2,073
Change-2,073 (-100%)
Value—
FreeGulliver LLC
N/A
Shares— from 2,069
Change-2,069 (-100%)
Value—
Alpha Zero LLC
N/A
Shares— from 2,053
Change-2,053 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 2,041
Change-2,041 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 2,022
Change-2,022 (-100%)
Value—
FJ Capital Management LLC
N/A
Shares— from 2,020
Change-2,020 (-100%)
Value—
Sonoma Allocations LLC
N/A
Shares— from 2,015
Change-2,015 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 2,011
Change-2,011 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Birnam Oak Advisors, LP
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Warther Private Wealth, LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Lombard Odier Asset Management (USA) Corp
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 1,999
Change-1,999 (-100%)
Value—
Banco BTG Pactual S.A.
N/A
Shares— from 1,993
Change-1,993 (-100%)
Value—
Consilio Wealth Advisors, LLC
N/A
Shares— from 1,966
Change-1,966 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 1,958
Change-1,958 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 1,950
Change-1,950 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 1,941
Change-1,941 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 1,938
Change-1,938 (-100%)
Value—
Caerus Investment Advisors, LLC
N/A
Shares— from 1,932
Change-1,932 (-100%)
Value—
Permanent Capital Management, LP
N/A
Shares— from 1,913
Change-1,913 (-100%)
Value—
Volterra Technologies LP
N/A
Shares— from 1,912
Change-1,912 (-100%)
Value—
Heartland Advisors Inc
N/A
Shares— from 1,905
Change-1,905 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 1,898
Change-1,898 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 1,889
Change-1,889 (-100%)
Value—
Clifford Group, LLC
N/A
Shares— from 1,878
Change-1,878 (-100%)
Value—
Aristotle Capital Management, LLC
N/A
Shares— from 1,865
Change-1,865 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 1,863
Change-1,863 (-100%)
Value—
Wallace Advisory Group, LLC
N/A
Shares— from 1,861
Change-1,861 (-100%)
Value—
Legend Financial Advisors, Inc.
N/A
Shares— from 1,859
Change-1,859 (-100%)
Value—
Winslow Asset Management Inc
N/A
Shares— from 1,856
Change-1,856 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 1,846
Change-1,846 (-100%)
Value—
iSAM Funds (UK) Ltd
N/A
Shares— from 1,840
Change-1,840 (-100%)
Value—
Planning Center, Inc.
N/A
Shares— from 1,834
Change-1,834 (-100%)
Value—
Oder Investment Management, LLC
N/A
Shares— from 1,829
Change-1,829 (-100%)
Value—
Rodgers Brothers Inc.
N/A
Shares— from 1,823
Change-1,823 (-100%)
Value—
NewSquare Capital LLC
N/A
Shares— from 1,822
Change-1,822 (-100%)
Value—
New Insight Wealth Advisors
N/A
Shares— from 1,817
Change-1,817 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 1,806
Change-1,806 (-100%)
Value—
FCA Corp
N/A
Shares— from 1,799
Change-1,799 (-100%)
Value—
Cercano Management LLC
N/A
Shares— from 1,787
Change-1,787 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 1,787
Change-1,787 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 1,778
Change-1,778 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 1,766
Change-1,766 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 1,766
Change-1,766 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 1,763
Change-1,763 (-100%)
Value—
Wexford Capital LP
N/A
Shares— from 1,763
Change-1,763 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 1,757
Change-1,757 (-100%)
Value—
Precision Wealth Strategies, LLC
N/A
Shares— from 1,757
Change-1,757 (-100%)
Value—
Talisman Wealth Advisors LLC
N/A
Shares— from 1,746
Change-1,746 (-100%)
Value—
Carter Financial, LLC
N/A
Shares— from 1,739
Change-1,739 (-100%)
Value—
Pine Harbor Wealth Management, LLC
N/A
Shares— from 1,722
Change-1,722 (-100%)
Value—
Carmignac Gestion
N/A
Shares— from 1,721
Change-1,721 (-100%)
Value—
Sollinda Capital Management LLC
N/A
Shares— from 1,720
Change-1,720 (-100%)
Value—
Bantamac Capital, LLC
N/A
Shares— from 1,710
Change-1,710 (-100%)
Value—
St. Nicholas Private Asset Management, Inc
N/A
Shares— from 1,704
Change-1,704 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 1,686
Change-1,686 (-100%)
Value—
Tower Wealth Partners, Inc.
N/A
Shares— from 1,686
Change-1,686 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 1,681
Change-1,681 (-100%)
Value—
Tandem Wealth Advisors LLC
N/A
Shares— from 1,681
Change-1,681 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 1,680
Change-1,680 (-100%)
Value—
Holistic Financial Partners
N/A
Shares— from 1,678
Change-1,678 (-100%)
Value—
Acorns Advisers, LLC
N/A
Shares— from 1,676
Change-1,676 (-100%)
Value—
Financial Alternatives, Inc
N/A
Shares— from 1,676
Change-1,676 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 1,670
Change-1,670 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 1,670
Change-1,670 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 1,664
Change-1,664 (-100%)
Value—
Ruggaard & Associates LLC
N/A
Shares— from 1,662
Change-1,662 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 1,650
Change-1,650 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 1,649
Change-1,649 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 1,646
Change-1,646 (-100%)
Value—
Potentia Wealth
N/A
Shares— from 1,646
Change-1,646 (-100%)
Value—
George Kaiser Family Foundation
N/A
Shares— from 1,645
Change-1,645 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 1,643
Change-1,643 (-100%)
Value—
Daner Wealth Management, LLC
N/A
Shares— from 1,643
Change-1,643 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 1,643
Change-1,643 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 1,640
Change-1,640 (-100%)
Value—
Ames National Corp
N/A
Shares— from 1,619
Change-1,619 (-100%)
Value—
Tolleson Wealth Management, Inc.
N/A
Shares— from 1,615
Change-1,615 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 1,612
Change-1,612 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 1,610
Change-1,610 (-100%)
Value—
Broyhill Asset Management, LLC
N/A
Shares— from 1,606
Change-1,606 (-100%)
Value—
CMT Capital Markets Trading GmbH
N/A
Shares— from 1,602
Change-1,602 (-100%)
Value—
Bayview Asset Management, LLC
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 1,599
Change-1,599 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 1,573
Change-1,573 (-100%)
Value—
Darden Wealth Group Inc
N/A
Shares— from 1,558
Change-1,558 (-100%)
Value—
Blackhawk Capital Partners, LLC
N/A
Shares— from 1,553
Change-1,553 (-100%)
Value—
Fosun International Ltd
N/A
Shares— from 1,550
Change-1,550 (-100%)
Value—
AdvisorShares Investments LLC
N/A
Shares— from 1,550
Change-1,550 (-100%)
Value—
Potomac Fund Management Inc
N/A
Shares— from 1,550
Change-1,550 (-100%)
Value—
Tribridge Partners Financial LLC
N/A
Shares— from 1,542
Change-1,542 (-100%)
Value—
denkapparat Operations GmbH
N/A
Shares— from 1,532
Change-1,532 (-100%)
Value—
GatePass Capital, LLC
N/A
Shares— from 1,526
Change-1,526 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 1,506
Change-1,506 (-100%)
Value—
Muirfield Wealth Advisors LLC
N/A
Shares— from 1,504
Change-1,504 (-100%)
Value—
Sound Capital Solutions LLC
N/A
Shares— from 1,496
Change-1,496 (-100%)
Value—
Seldon Capital LP
N/A
Shares— from 1,496
Change-1,496 (-100%)
Value—
Optimize Financial Inc.
N/A
Shares— from 1,496
Change-1,496 (-100%)
Value—
RFP Financial Group LLC
N/A
Shares— from 1,493
Change-1,493 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 1,483
Change-1,483 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 1,477
Change-1,477 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 1,471
Change-1,471 (-100%)
Value—
Biondo Investment Advisors, LLC
N/A
Shares— from 1,468
Change-1,468 (-100%)
Value—
Cannon Wealth Management Services, LLC
N/A
Shares— from 1,458
Change-1,458 (-100%)
Value—
Cladis Investment Advisory, LLC
N/A
Shares— from 1,456
Change-1,456 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 1,452
Change-1,452 (-100%)
Value—
Wealth Care LLC
N/A
Shares— from 1,446
Change-1,446 (-100%)
Value—
Meridian Wealth Partners, LLC
N/A
Shares— from 1,435
Change-1,435 (-100%)
Value—
Traub Capital Management LLC
N/A
Shares— from 1,422
Change-1,422 (-100%)
Value—
Perseverance Asset Management International
N/A
Shares— from 1,419
Change-1,419 (-100%)
Value—
Plotkin Financial Advisors, LLC
N/A
Shares— from 1,414
Change-1,414 (-100%)
Value—
Marco Investment Management LLC
N/A
Shares— from 1,412
Change-1,412 (-100%)
Value—
Chesapeake Wealth Management
N/A
Shares— from 1,405
Change-1,405 (-100%)
Value—
Ackerman Asset Management, LLC
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
Fieldview Capital Management, LLC
N/A
Shares— from 1,395
Change-1,395 (-100%)
Value—
Cedarwood Wealth LLC
N/A
Shares— from 1,378
Change-1,378 (-100%)
Value—
Riverstone Advisors, LLC
N/A
Shares— from 1,373
Change-1,373 (-100%)
Value—
Templeton & Phillips Capital Management, LLC
N/A
Shares— from 1,371
Change-1,371 (-100%)
Value—
Spectrum Investment Advisors, Inc.
N/A
Shares— from 1,368
Change-1,368 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 1,364
Change-1,364 (-100%)
Value—
Audent Global Asset Management, LLC
N/A
Shares— from 1,362
Change-1,362 (-100%)
Value—
LWM Advisory Services, LLC
N/A
Shares— from 1,358
Change-1,358 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 1,357
Change-1,357 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 1,356
Change-1,356 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 1,352
Change-1,352 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 1,348
Change-1,348 (-100%)
Value—
Custos Family Office, LLC
N/A
Shares— from 1,342
Change-1,342 (-100%)
Value—
Jackson Wealth Management, LLC
N/A
Shares— from 1,339
Change-1,339 (-100%)
Value—
Clarity Financial LLC
N/A
Shares— from 1,331
Change-1,331 (-100%)
Value—
Entelevest, LLC
N/A
Shares— from 1,330
Change-1,330 (-100%)
Value—
Chaney Capital Management, Inc.
N/A
Shares— from 1,320
Change-1,320 (-100%)
Value—
Gambit Capital Management, LLC
N/A
Shares— from 1,316
Change-1,316 (-100%)
Value—
Panoramic Capital Partners, LLC
N/A
Shares— from 1,316
Change-1,316 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 1,314
Change-1,314 (-100%)
Value—
Swan Global Investments, LLC
N/A
Shares— from 1,306
Change-1,306 (-100%)
Value—
Waterford Advisors, LLC
N/A
Shares— from 1,306
Change-1,306 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 1,305
Change-1,305 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 1,304
Change-1,304 (-100%)
Value—
Westshore Wealth, LLC
N/A
Shares— from 1,303
Change-1,303 (-100%)
Value—
Betterment LLC
N/A
Shares— from 1,301
Change-1,301 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 1,299
Change-1,299 (-100%)
Value—
SSI Investment Management LLC
N/A
Shares— from 1,287
Change-1,287 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 1,286
Change-1,286 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 1,282
Change-1,282 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 1,277
Change-1,277 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 1,269
Change-1,269 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 1,268
Change-1,268 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 1,267
Change-1,267 (-100%)
Value—
Aimz Investment Advisors, LLC
N/A
Shares— from 1,257
Change-1,257 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 1,257
Change-1,257 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 1,253
Change-1,253 (-100%)
Value—
Valtrion Capital Management, LLC
N/A
Shares— from 1,253
Change-1,253 (-100%)
Value—
Solano Wealth Investment Advisors LLC
N/A
Shares— from 1,242
Change-1,242 (-100%)
Value—
Retirement Planning Group, LLC / NY
N/A
Shares— from 1,237
Change-1,237 (-100%)
Value—
Berry Wealth Group, LP
N/A
Shares— from 1,236
Change-1,236 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 1,222
Change-1,222 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 1,204
Change-1,204 (-100%)
Value—
KEB Asset Management, LLC
N/A
Shares— from 1,204
Change-1,204 (-100%)
Value—
Dopkins Wealth Management, LLC
N/A
Shares— from 1,191
Change-1,191 (-100%)
Value—
United Bank
N/A
Shares— from 1,187
Change-1,187 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 1,183
Change-1,183 (-100%)
Value—
Cura Wealth Advisors, LLC
N/A
Shares— from 1,177
Change-1,177 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 1,174
Change-1,174 (-100%)
Value—
Prudent Investors Network, Inc.
N/A
Shares— from 1,172
Change-1,172 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 1,169
Change-1,169 (-100%)
Value—
M1 Capital Management LLC
N/A
Shares— from 1,166
Change-1,166 (-100%)
Value—
Neo Ivy Capital Management
N/A
Shares— from 1,164
Change-1,164 (-100%)
Value—
Eagle Capital Management LLC
N/A
Shares— from 1,160
Change-1,160 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 1,159
Change-1,159 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 1,155
Change-1,155 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 1,155
Change-1,155 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 1,154
Change-1,154 (-100%)
Value—
Hilltop Wealth Advisors, LLC
N/A
Shares— from 1,152
Change-1,152 (-100%)
Value—
Puzo Michael J
N/A
Shares— from 1,150
Change-1,150 (-100%)
Value—
Cedar Wealth Management, LLC
N/A
Shares— from 1,149
Change-1,149 (-100%)
Value—
Beacon Bridge Wealth Partners, LLC
N/A
Shares— from 1,145
Change-1,145 (-100%)
Value—
Fortis Advisors, LLC
N/A
Shares— from 1,140
Change-1,140 (-100%)
Value—
Francis Financial, Inc.
N/A
Shares— from 1,139
Change-1,139 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 1,132
Change-1,132 (-100%)
Value—
RPS Advisory Solutions LLC
N/A
Shares— from 1,127
Change-1,127 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 1,120
Change-1,120 (-100%)
Value—
Golden Road Advisors LLC
N/A
Shares— from 1,115
Change-1,115 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 1,104
Change-1,104 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 1,104
Change-1,104 (-100%)
Value—
Kidder Stephen W
N/A
Shares— from 1,090
Change-1,090 (-100%)
Value—
Tortoise Investment Management, LLC
N/A
Shares— from 1,087
Change-1,087 (-100%)
Value—
Summit Wealth & Retirement Planning, Inc.
N/A
Shares— from 1,085
Change-1,085 (-100%)
Value—
JMN Financial LLC
N/A
Shares— from 1,078
Change-1,078 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 1,076
Change-1,076 (-100%)
Value—
BCS Private Wealth Management, Inc.
N/A
Shares— from 1,075
Change-1,075 (-100%)
Value—
Oxford Wealth Group, LLC
N/A
Shares— from 1,072
Change-1,072 (-100%)
Value—
Brogan Financial, Inc.
N/A
Shares— from 1,071
Change-1,071 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 1,060
Change-1,060 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 1,060
Change-1,060 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 1,054
Change-1,054 (-100%)
Value—
TrueWealth Financial Partners
N/A
Shares— from 1,053
Change-1,053 (-100%)
Value—
Atom Investors LP
N/A
Shares— from 1,049
Change-1,049 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 1,042
Change-1,042 (-100%)
Value—
Unconventional Investor, LLC
N/A
Shares— from 1,035
Change-1,035 (-100%)
Value—
Widmann Financial Services, Inc.
N/A
Shares— from 1,035
Change-1,035 (-100%)
Value—
Select Asset Management & Trust
N/A
Shares— from 1,028
Change-1,028 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 1,026
Change-1,026 (-100%)
Value—
Wealth Watch Advisors, Inc
N/A
Shares— from 1,026
Change-1,026 (-100%)
Value—
Beckerman Institutional, LLC
N/A
Shares— from 1,024
Change-1,024 (-100%)
Value—
Brooks, Moore & Associates, Inc.
N/A
Shares— from 1,023
Change-1,023 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 1,020
Change-1,020 (-100%)
Value—
Delaney Dennis R
N/A
Shares— from 1,017
Change-1,017 (-100%)
Value—
Causey Wealth LLC
N/A
Shares— from 1,013
Change-1,013 (-100%)
Value—
Cadia Private Client LLC
N/A
Shares— from 1,012
Change-1,012 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 1,010
Change-1,010 (-100%)
Value—
Warburton Capital Management, LLC
N/A
Shares— from 1,009
Change-1,009 (-100%)
Value—
ArchPoint Investors
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Northstar Advisory Group, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 999
Change-999 (-100%)
Value—
Curio Wealth, LLC
N/A
Shares— from 998
Change-998 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 996
Change-996 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 992
Change-992 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 989
Change-989 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 988
Change-988 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 988
Change-988 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 985
Change-985 (-100%)
Value—
Marble Harbor Investment Counsel, LLC
N/A
Shares— from 979
Change-979 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 975
Change-975 (-100%)
Value—
Alaska Wealth Advisors, LLC
N/A
Shares— from 974
Change-974 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 970
Change-970 (-100%)
Value—
Melfa Wealth Management, Inc.
N/A
Shares— from 966
Change-966 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 963
Change-963 (-100%)
Value—
Tacita Capital Inc
N/A
Shares— from 955
Change-955 (-100%)
Value—
Headland Capital, LLC
N/A
Shares— from 954
Change-954 (-100%)
Value—
Geometric Wealth Advisors
N/A
Shares— from 953
Change-953 (-100%)
Value—
ODonnell Financial Services, LLC
N/A
Shares— from 953
Change-953 (-100%)
Value—
Independent Family Office, LLC
N/A
Shares— from 952
Change-952 (-100%)
Value—
Legend Capital Advisors LLC
N/A
Shares— from 951
Change-951 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 947
Change-947 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 940
Change-940 (-100%)
Value—
Foresight Global Investors, Inc.
N/A
Shares— from 933
Change-933 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 932
Change-932 (-100%)
Value—
Atalanta Sosnoff Capital, LLC
N/A
Shares— from 930
Change-930 (-100%)
Value—
Qsemble Capital Management, LP
N/A
Shares— from 918
Change-918 (-100%)
Value—
Star Financial Bank
N/A
Shares— from 917
Change-917 (-100%)
Value—
IFS Group,LLC
N/A
Shares— from 915
Change-915 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 914
Change-914 (-100%)
Value—
Greenline Wealth Management LLC
N/A
Shares— from 910
Change-910 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 908
Change-908 (-100%)
Value—
Synergy Financial Group, LTD
N/A
Shares— from 904
Change-904 (-100%)
Value—
WMS Group LLC
N/A
Shares— from 900
Change-900 (-100%)
Value—
Schulhoff & Co Inc
N/A
Shares— from 900
Change-900 (-100%)
Value—
Goepper Burkhardt LLC
N/A
Shares— from 900
Change-900 (-100%)
Value—
Windsor Advisory Group, LLC
N/A
Shares— from 898
Change-898 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 898
Change-898 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 896
Change-896 (-100%)
Value—
Paul R. Ried Financial Group, LLC
N/A
Shares— from 888
Change-888 (-100%)
Value—
Eaton-Cambridge Inc.
N/A
Shares— from 882
Change-882 (-100%)
Value—
Orcam Financial Group
N/A
Shares— from 878
Change-878 (-100%)
Value—
Earnest Partners LLC
N/A
Shares— from 876
Change-876 (-100%)
Value—
Bridgewealth Advisory Group, LLC
N/A
Shares— from 875
Change-875 (-100%)
Value—
Taylor Hoffman Capital Management LLC
N/A
Shares— from 870
Change-870 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 859
Change-859 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 858
Change-858 (-100%)
Value—
MQS Management LLC
N/A
Shares— from 858
Change-858 (-100%)
Value—
Capula Management Ltd
N/A
Shares— from 855
Change-855 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 846
Change-846 (-100%)
Value—
Summit Wealth Group, LLC
N/A
Shares— from 841
Change-841 (-100%)
Value—
AMJ Financial Wealth Management
N/A
Shares— from 836
Change-836 (-100%)
Value—
Fullerton Fund Management Co Ltd.
N/A
Shares— from 826
Change-826 (-100%)
Value—
Bellwether Advisors, LLC
N/A
Shares— from 824
Change-824 (-100%)
Value—
Alley Investment Management Company, LLC
N/A
Shares— from 820
Change-820 (-100%)
Value—
Ehrenkranz Partners L.P.
N/A
Shares— from 819
Change-819 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 816
Change-816 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 813
Change-813 (-100%)
Value—
Keynote Financial Services LLC
N/A
Shares— from 808
Change-808 (-100%)
Value—
Swisher Financial Concepts, Inc.
N/A
Shares— from 804
Change-804 (-100%)
Value—
Lathrop Investment Management Co
N/A
Shares— from 802
Change-802 (-100%)
Value—
Kanen Wealth Management LLCA
N/A
Shares— from 800
Change-800 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 788
Change-788 (-100%)
Value—
Sovereign Investment Advisors, LLC
N/A
Shares— from 777
Change-777 (-100%)
Value—
Caden Capital Partners, LP
N/A
Shares— from 775
Change-775 (-100%)
Value—
Integrated Quantitative Investments LLC
N/A
Shares— from 773
Change-773 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 771
Change-771 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 770
Change-770 (-100%)
Value—
Altar Rock LLC
N/A
Shares— from 770
Change-770 (-100%)
Value—
Valued Retirements, Inc.
N/A
Shares— from 758
Change-758 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 756
Change-756 (-100%)
Value—
Astra Wealth Partners LLC
N/A
Shares— from 752
Change-752 (-100%)
Value—
Bank OZK
N/A
Shares— from 749
Change-749 (-100%)
Value—
Cogent Private Wealth, Inc.
N/A
Shares— from 747
Change-747 (-100%)
Value—
Pacific Point Advisors, LLC
N/A
Shares— from 745
Change-745 (-100%)
Value—
Presper Financial Architects, LLC
N/A
Shares— from 738
Change-738 (-100%)
Value—
Slagle Financial, LLC
N/A
Shares— from 734
Change-734 (-100%)
Value—
Mokan Wealth Management Inc.
N/A
Shares— from 734
Change-734 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 732
Change-732 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 732
Change-732 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 730
Change-730 (-100%)
Value—
WJ Financial Advisors LLC
N/A
Shares— from 730
Change-730 (-100%)
Value—
First National Bank & Trust Co of Newtown
N/A
Shares— from 729
Change-729 (-100%)
Value—
Concorde Asset Management, LLC
N/A
Shares— from 728
Change-728 (-100%)
Value—
Mason Investment Advisory Services, Inc.
N/A
Shares— from 727
Change-727 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 726
Change-726 (-100%)
Value—
Carson Advisory Inc.
N/A
Shares— from 723
Change-723 (-100%)
Value—
Hurricane Capital Advisors LLC
N/A
Shares— from 720
Change-720 (-100%)
Value—
Henrickson Nauta Wealth Advisors, Inc.
N/A
Shares— from 720
Change-720 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 720
Change-720 (-100%)
Value—
Private Capital Management, LLC
N/A
Shares— from 715
Change-715 (-100%)
Value—
Monograph Wealth Advisors, LLC
N/A
Shares— from 704
Change-704 (-100%)
Value—
Rowlandmiller & Partners.adv
N/A
Shares— from 703
Change-703 (-100%)
Value—
Highlander Partners, L.P.
N/A
Shares— from 700
Change-700 (-100%)
Value—
Pitti Group Wealth Management, LLC
N/A
Shares— from 700
Change-700 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 696
Change-696 (-100%)
Value—
NerdWallet Wealth Partners, LLC
N/A
Shares— from 695
Change-695 (-100%)
Value—
Wealthspan Partners, LLC
N/A
Shares— from 694
Change-694 (-100%)
Value—
Old North State Trust, LLC
N/A
Shares— from 693
Change-693 (-100%)
Value—
Financial Avengers, Inc.
N/A
Shares— from 686
Change-686 (-100%)
Value—
Henson-Edgewater Management, LLC
N/A
Shares— from 682
Change-682 (-100%)
Value—
Austin Wealth Management, LLC
N/A
Shares— from 680
Change-680 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 680
Change-680 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 676
Change-676 (-100%)
Value—
Phil A. Younker & Associates, Ltd.
N/A
Shares— from 675
Change-675 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 674
Change-674 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 672
Change-672 (-100%)
Value—
Polymer Capital Management (US) LLC
N/A
Shares— from 671
Change-671 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 668
Change-668 (-100%)
Value—
S&T Bank
N/A
Shares— from 668
Change-668 (-100%)
Value—
Palladiem, LLC
N/A
Shares— from 665
Change-665 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 665
Change-665 (-100%)
Value—
Lumbard & Kellner, LLC
N/A
Shares— from 662
Change-662 (-100%)
Value—
Copley Financial Group, Inc.
N/A
Shares— from 662
Change-662 (-100%)
Value—
CIM, LLC
N/A
Shares— from 662
Change-662 (-100%)
Value—
Alpha Financial Partners LLC
N/A
Shares— from 652
Change-652 (-100%)
Value—
Wharton Business Group, LLC
N/A
Shares— from 652
Change-652 (-100%)
Value—
Mizuho Markets Cayman LP
N/A
Shares— from 650
Change-650 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 642
Change-642 (-100%)
Value—
GQG Partners LLC
N/A
Shares— from 639
Change-639 (-100%)
Value—
Doheny Asset Management
N/A
Shares— from 635
Change-635 (-100%)
Value—
Lutz Financial Services LLC
N/A
Shares— from 634
Change-634 (-100%)
Value—
Exit Wealth Advisors, Llc.
N/A
Shares— from 633
Change-633 (-100%)
Value—
Veridan Wealth LLC
N/A
Shares— from 631
Change-631 (-100%)
Value—
Allium Financial Advisors, LLC
N/A
Shares— from 631
Change-631 (-100%)
Value—
truNorth Financial Services, Inc.
N/A
Shares— from 629
Change-629 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 626
Change-626 (-100%)
Value—
Bannerstone Capital Management, LLC
N/A
Shares— from 621
Change-621 (-100%)
Value—
Ducere Wealth Management LLC
N/A
Shares— from 619
Change-619 (-100%)
Value—
Brave Warrior Advisors, LLC
N/A
Shares— from 618
Change-618 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 615
Change-615 (-100%)
Value—
Storen Legacy Partners, LLC
N/A
Shares— from 614
Change-614 (-100%)
Value—
Standard Family Office LLC
N/A
Shares— from 612
Change-612 (-100%)
Value—
Compass Financial Group, Inc.
N/A
Shares— from 610
Change-610 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 609
Change-609 (-100%)
Value—
Gross & Hartman Investments LLC
N/A
Shares— from 608
Change-608 (-100%)
Value—
Arcadia Wealth Management, Inc.
N/A
Shares— from 605
Change-605 (-100%)
Value—
McElhenny Sheffield Capital Management, LLC
N/A
Shares— from 600
Change-600 (-100%)
Value—
Prospect Financial Services LLC
N/A
Shares— from 600
Change-600 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 598
Change-598 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 597
Change-597 (-100%)
Value—
Atlas Wealth LLC
N/A
Shares— from 597
Change-597 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 596
Change-596 (-100%)
Value—
Cedrus Wealth Group LLC
N/A
Shares— from 595
Change-595 (-100%)
Value—
MOR Wealth Management, LLC
N/A
Shares— from 594
Change-594 (-100%)
Value—
Colter Lewis Investment Partners LLC
N/A
Shares— from 594
Change-594 (-100%)
Value—
Serenus Wealth Advisors, LLC
N/A
Shares— from 593
Change-593 (-100%)
Value—
Sanchez Levi Garrett
N/A
Shares— from 593
Change-593 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 592
Change-592 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 590
Change-590 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 590
Change-590 (-100%)
Value—
Legacy Capital Group California, Inc.
N/A
Shares— from 589
Change-589 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 589
Change-589 (-100%)
Value—
Concentrum Wealth Management
N/A
Shares— from 589
Change-589 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 587
Change-587 (-100%)
Value—
Mars Jewett Financial Group, Inc.
N/A
Shares— from 587
Change-587 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 586
Change-586 (-100%)
Value—
Adams Wealth Management
N/A
Shares— from 586
Change-586 (-100%)
Value—
All Terrain Financial Advisors, LLC
N/A
Shares— from 584
Change-584 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 574
Change-574 (-100%)
Value—
Orographic Financial Advisors, LLC
N/A
Shares— from 572
Change-572 (-100%)
Value—
Centennial Bank
N/A
Shares— from 570
Change-570 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 566
Change-566 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 565
Change-565 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 536
Change-536 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 518
Change-518 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 493
Change-493 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 474
Change-474 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 467
Change-467 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 456
Change-456 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 436
Change-436 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 432
Change-432 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 430
Change-430 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 425
Change-425 (-100%)
Value—
Globeflex Capital L P
N/A
Shares— from 410
Change-410 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 400
Change-400 (-100%)
Value—
Evolution Advisers, Inc.
N/A
Shares— from 388
Change-388 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 352
Change-352 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 352
Change-352 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 348
Change-348 (-100%)
Value—
ABS Investment Management LLC
N/A
Shares— from 343
Change-343 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 334
Change-334 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 320
Change-320 (-100%)
Value—
NCP Inc.
N/A
Shares— from 313
Change-313 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 280
Change-280 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 268
Change-268 (-100%)
Value—
OV Management LLC
N/A
Shares— from 254
Change-254 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 250
Change-250 (-100%)
Value—
Navera Investment Management Ltd.
N/A
Shares— from 250
Change-250 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 248
Change-248 (-100%)
Value—
IQ EQ Fund Management (Singapore) Private Ltd
N/A
Shares— from 244
Change-244 (-100%)
Value—
Lummis Asset Management, LP
N/A
Shares— from 243
Change-243 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 240
Change-240 (-100%)
Value—
Pingora Partners LLC
N/A
Shares— from 235
Change-235 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 224
Change-224 (-100%)
Value—
Toews Corp
N/A
Shares— from 219
Change-219 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 214
Change-214 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 206
Change-206 (-100%)
Value—
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
N/A
Shares— from 199
Change-199 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 199
Change-199 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 197
Change-197 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 194
Change-194 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 182
Change-182 (-100%)
Value—
Battery Global Advisors, LLC
N/A
Shares— from 176
Change-176 (-100%)
Value—
Philadelphia Investment Partners, LLC
N/A
Shares— from 171
Change-171 (-100%)
Value—
10Elms LLP
N/A
Shares— from 165
Change-165 (-100%)
Value—
Disciplina Capital Management LLC
N/A
Shares— from 160
Change-160 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 157
Change-157 (-100%)
Value—
Premier Financial Group
N/A
Shares— from 153
Change-153 (-100%)
Value—
WHI Trust Co LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 142
Change-142 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 141
Change-141 (-100%)
Value—
Morgan Dempsey Capital Management LLC
N/A
Shares— from 140
Change-140 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 134
Change-134 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 126
Change-126 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 124
Change-124 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 115
Change-115 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 112
Change-112 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 109
Change-109 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 108
Change-108 (-100%)
Value—
XP Advisory US, Inc.
N/A
Shares— from 105
Change-105 (-100%)
Value—
Copos Capital B.V.
N/A
Shares— from 101
Change-101 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Virtus Advisers, LLC
N/A
Shares— from 95
Change-95 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 94
Change-94 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 93
Change-93 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 92
Change-92 (-100%)
Value—
Luken Investment Analytics, LLC
N/A
Shares— from 91
Change-91 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 83
Change-83 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 83
Change-83 (-100%)
Value—
Peterson Wealth Management
N/A
Shares— from 59
Change-59 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 57
Change-57 (-100%)
Value—
Strategic Wealth Advisors LLC
N/A
Shares— from 56
Change-56 (-100%)
Value—
Bard Associates Inc
N/A
Shares— from 55
Change-55 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 52
Change-52 (-100%)
Value—
Merrithew & Thorsten Inc
N/A
Shares— from 43
Change-43 (-100%)
Value—
Broadwater Capital Management LLC
N/A
Shares— from 40
Change-40 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 40
Change-40 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 36
Change-36 (-100%)
Value—
Longfellow Investment Management Co LLC
N/A
Shares— from 34
Change-34 (-100%)
Value—
Riverview Trust Co
N/A
Shares— from 27
Change-27 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 26
Change-26 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 26
Change-26 (-100%)
Value—
Parvin Asset Management, LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 17
Change-17 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 17
Change-17 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 15
Change-15 (-100%)
Value—
Ross\johnson & Associates LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
Conquis Financial LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
Altshuler Shaham Ltd
N/A
Shares— from 13
Change-13 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 9
Change-9 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 5
Change-5 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 4
Change-4 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Bank of New York Mellon Corp
DECREASED11,247,45811,373,238-125,780-1%$3.9B$4.0B+$139.5M2026-11-05
Dimensional Fund Advisors LP
INCREASED9,276,7459,052,248+224,497+2%$3.1B$3.3B+$228.1M2026-11-04
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED7,115,0587,050,013+65,045+1%$2.4B$2.6B+$137.8M2026-11-05
Temasek Holdings (Private) Ltd
DECREASED6,106,7516,597,214-490,463-7%$2.3B$2.2B-$69.1M2026-10-28
Ninety One UK Ltd
DECREASED5,561,5226,095,626-534,104-9%$2.1B$2.0B-$92.9M2026-10-15
Sanders Capital, LLC
DECREASED4,783,8724,796,303-12,4310%$1.6B$1.7B+$73.4M2026-11-02
Principal Financial Group Inc
DECREASED4,416,0334,693,213-277,180-6%$1.6B$1.6B-$23.4M2026-11-02
Citigroup Inc
INCREASED4,371,0833,763,669+607,414+16%$1.3B$1.6B+$279.4M2026-11-04
Egerton Capital (UK) LLP
DECREASED4,079,2264,264,651-185,425-4%$1.5B$1.5B+$2.6M2026-10-20
Sumitomo Mitsui Trust Group, Inc.
DECREASED3,948,7764,080,445-131,669-3%$1.4B$1.4B+$19.0M2026-10-29
Swedbank AB
INCREASED2,629,6502,571,840+57,810+2%$882.4M$944.9M+$62.5M2026-10-27
Pictet Asset Management Holding SA
DECREASED2,135,0502,729,112-594,062-22%$936.3M$767.2M-$169.1M2026-11-03
Robeco Institutional Asset Management B.V.
INCREASED2,012,7041,833,793+178,911+10%$629.2M$723.2M+$94.1M2026-10-20
MacKenzie Financial Corp
INCREASED1,987,9721,882,250+105,722+6%$645.8M$714.3M+$68.6M2026-11-02
DekaBank Deutsche Girozentrale
DECREASED1,889,3391,908,755-19,416-1%$568.1K$690.2K+$122.1K2026-10-27
Bank Julius Baer & Co. Ltd, Zurich
DECREASED1,735,3661,754,598-19,232-1%$601.9M$625.8M+$23.9M2026-10-29
Troy Asset Management Ltd
INCREASED1,632,9791,632,408+571+0%$560.1M$586.8M+$26.7M2026-10-28
Truist Financial Corp
DECREASED1,542,7381,558,525-15,787-1%$534.7M$554.4M+$19.6M2026-10-30
AMF Tjanstepension AB
UNCHANGED1,423,0491,423,04900%$488.2M$511.3M+$23.1M2026-10-22
Flossbach VON Storch SE
DECREASED1,344,3061,516,328-172,022-11%$520.2M$483.0M-$37.2M2026-10-28
Alecta Tjanstepension Omsesidigt
DECREASED1,323,4001,489,000-165,600-11%$510.1M$475.7M-$34.5M2026-11-02
Thrivent Financial for Lutherans
INCREASED1,242,2331,192,382+49,851+4%$409.1M$446.4K-$408.6M2026-11-05
New York State Teachers Retirement System
DECREASED1,208,5271,244,978-36,451-3%$427.1M$434.3K-$426.7M2026-10-22
TD Waterhouse Canada Inc.
INCREASED1,203,9731,182,750+21,223+2%$415.3M$433.7M+$18.4M2026-10-16
Sustainable Growth Advisers, LP
DECREASED1,183,2331,442,706-259,473-18%$495.0M$425.2M-$69.8M2026-10-15
Local Pensions Partnership Investment Ltd
UNCHANGED1,071,9791,071,97900%$367.3M$385.3M+$18.0M2026-10-26
Williams Jones Wealth Management, Llc.
DECREASED1,037,9201,045,853-7,933-1%$358.8M$373.0M+$14.1M2026-11-05
Markel Group Inc.
UNCHANGED1,013,9121,013,91200%$347.9M$364.3M+$16.5M2026-10-30
Cardano Risk Management B.V.
INCREASED985,760804,973+180,787+22%$276.2K$354.2K+$78.0K2026-10-20
Creative Planning
INCREASED977,248893,823+83,425+9%$306.7M$351.2M+$44.5M2026-11-02
Compagnie Lombard Odier SCmA
INCREASED933,780923,752+10,028+1%$316.9M$335.5M+$18.6M2026-11-04
US Bancorp \de\
DECREASED899,589907,180-7,591-1%$311.3M$323.2M+$12.0M2026-11-05
Asset Management One Co., Ltd.
DECREASED899,158899,673-5150%$308.7M$323.1M+$14.4M2026-10-27
Allen Investment Management, LLC
DECREASED884,521914,620-30,099-3%$313.8M$317.8M+$4.0M2026-11-03
Fort Washington Investment Advisors Inc
DECREASED876,124882,492-6,368-1%$302.8M$314.8M+$12.0M2026-10-15
King Luther Capital Management Corp
DECREASED874,933912,700-37,767-4%$313.1M$314.4M+$1.3M2026-11-05
Fifth Third Bancorp
DECREASED870,050872,572-2,5220%$299.4M$312.6M+$13.3M2026-11-05
UniSuper Management Pty Ltd
INCREASED842,258830,003+12,255+1%$284.8M$302.6M+$17.9M2026-10-26
Provident Trust Co
DECREASED840,4661,183,146-342,680-29%$405.9M$302.0M-$103.9M2026-10-29
Quilter Plc
DECREASED818,222824,560-6,338-1%$282.9M$294.0M+$11.1M2026-10-21
Allspring Global Investments Holdings, LLC
DECREASED811,611828,569-16,958-2%$290.9M$292.1M+$1.2M2026-11-04
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED764,625833,530-68,905-8%$286.0M$274.8M-$11.2M2026-10-15
Swiss Life Asset Management Ltd
INCREASED760,656653,472+107,184+16%$224.2M$273.3M+$49.1M2026-11-03
AGF Management LTD
INCREASED756,906382,872+374,034+98%$131.4M$272.0M+$140.6M2026-11-03
Lazard Freres Gestion S.A.S.
DECREASED746,876771,906-25,030-3%$264.8M$268.4K-$264.6M2026-11-03
C WorldWide Group Holding A/S
DECREASED744,012799,358-55,346-7%$274.3M$267.3K-$274.0M2026-11-04
Retirement Systems of Alabama
INCREASED736,352727,656+8,696+1%$249.7M$264.6M+$14.9M2026-11-04
M&G Plc
DECREASED731,272843,989-112,717-13%$289.5M$262.5M-$27.0M2026-11-04
B. Metzler seel. Sohn & Co. AG
INCREASED722,263702,654+19,609+3%$241.1M$259.5M+$18.5M2026-10-30
Wealth Enhancement Advisory Services, LLC
INCREASED715,209611,261+103,948+17%$189.2M$242.0M+$52.7M2026-10-13
Welch & Forbes LLC
DECREASED698,473705,106-6,633-1%$241.9M$251.0M+$9.1M2026-11-04
KBC Group NV
DECREASED689,732774,932-85,200-11%$265.9M$247.8K-$265.6M2026-10-22
Candriam S.C.A.
INCREASED679,710643,551+36,159+6%$220.6M$245.1M+$24.5M2026-11-03
Calamos Advisors LLC
INCREASED669,367661,467+7,900+1%$226.9M$240.5M+$13.6M2026-11-02
Canoe Financial LP
DECREASED657,372663,320-5,948-1%$227.6M$236.6M+$9.0M2026-10-21
Mirae Asset Global Investments Co., Ltd.
INCREASED656,983579,904+77,079+13%$199.0M$236.1M+$37.1M2026-11-03
SEB Asset Management AB
INCREASED631,364600,994+30,370+5%$206.2M$226.9M+$20.7M2026-11-04
Loring Wolcott & Coolidge Fiduciary Advisors LLP
INCREASED625,694606,481+19,213+3%$208.1M$224.8M+$16.8M2026-10-23
Meitav Investment House LTD
INCREASED611,720454,559+157,161+35%$155.9M$220.0M+$64.0M2026-10-28
Bank Pictet & Cie (Europe) AG
INCREASED606,500600,932+5,568+1%$206.2M$217.9M+$11.8M2026-10-20
Commonwealth Equity Services, LLC
DECREASED578,379585,985-7,606-1%$201.0M$207.8M+$6.8M2026-11-02
Locust Wood Capital Advisers, LLC
DECREASED577,566643,853-66,287-10%$220.9M$207.5M-$13.4M2026-11-03
Strs Ohio
DECREASED569,951593,257-23,306-4%$203.5M$204.8M+$1.3M2026-10-30
ABN Amro Investment Solutions
INCREASED565,608554,740+10,868+2%$190.3M$203.2M+$12.9M2026-10-21
Vontobel Holding Ltd.
INCREASED554,964463,186+91,778+20%$158.9M$199.4M+$40.5M2026-10-16
State of New Jersey Common Pension Fund D
DECREASED536,397544,663-8,266-2%$186.9M$192.7M+$5.9M2026-11-05
CIBC Asset Management Inc
INCREASED525,067516,282+8,785+2%$177.0M$188.6M+$11.6M2026-11-05
Congress Asset Management Co
DECREASED522,219663,519-141,300-21%$227.6M$187.6M-$40.0M2026-10-06
Union Bancaire Privee, UBP SA
DECREASED504,709535,972-31,263-6%$187.3M$188.9M+$1.5M2026-11-04
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED496,034491,657+4,377+1%$168.7M$178.2M+$9.6M2026-10-20
Mn Services Vermogensbeheer B.V.
INCREASED495,796489,896+5,900+1%$168.1M$178.2K-$167.9M2026-10-08
MFF Capital Investments Ltd
UNCHANGED494,902494,90200%$169.8M$177.8M+$8.0M2026-11-05
Xponance LLC
INCREASED493,817466,935+26,882+6%$160.2M$177.4M+$17.2M2026-11-03
Virginia Retirement Systems ET Al
DECREASED492,286512,918-20,632-4%$176.0M$176.9M+$916.1K2026-10-28
Czech National Bank
INCREASED489,633472,417+17,216+4%$162.1M$175.9M+$13.9M2026-10-13
ProShare Advisors LLC
DECREASED471,958473,142-1,1840%$162.3M$169.6M+$7.3M2026-10-29
Arizona State Retirement System
INCREASED471,803466,471+5,332+1%$160.0M$169.5M+$9.5M2026-11-03
James Hambro & Partners LLP
INCREASED470,061469,059+1,002+0%$160.7M$169.0M+$8.2M2026-10-19
Davenport & Co LLC
DECREASED469,444475,629-6,185-1%$163.1M$169.2M+$6.2M2026-10-14
Nisa Investment Advisors, LLC
DECREASED459,239459,599-3600%$157.7M$165.0M+$7.3M2026-10-20
State of Michigan Retirement System
INCREASED456,223453,023+3,200+1%$155.4M$163.9M+$8.5M2026-10-27
Daiwa Securities Group Inc.
INCREASED447,867432,735+15,132+4%$148.5M$160.9M+$12.5M2026-10-29
Boston Trust Walden Corp
DECREASED431,531466,632-35,101-8%$160.1M$155.1M-$5.0M2026-10-30
BI Asset Management Fondsmaeglerselskab A/S
DECREASED424,717538,733-114,016-21%$182.6K$150.6K-$31.9K2026-10-22
Gateway Investment Advisers LLC
INCREASED407,408393,831+13,577+3%$135.1M$146.4M+$11.3M2026-10-13
Ninety One North America, Inc.
DECREASED401,096428,570-27,474-6%$147.0M$144.1M-$2.9M2026-10-15
Aegon Asset Management UK PLC
INCREASED399,895347,302+52,593+15%$119.2M$143.7M+$24.5M2026-11-04
Cryder Capital Partners LLP
UNCHANGED396,017396,01700%$135.9M$142.3M+$6.4M2026-11-03
IFM Investors Pty Ltd
INCREASED394,127386,751+7,376+2%$132.7M$141.6M+$8.9M2026-10-14
Chicago Capital, LLC
DECREASED387,973397,080-9,107-2%$136.2M$139.4M+$3.2M2026-10-13
Metropolis Capital Ltd
DECREASED379,451436,604-57,153-13%$132.0M$136.3M+$4.4M2026-10-20
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
NEW376,497—+376,497——$135.3M—2026-11-03
ASR Vermogensbeheer N.V.
INCREASED372,432349,012+23,420+7%$119.7M$133.8M+$14.1M2026-10-16
Factory Mutual Insurance Co
DECREASED372,416373,516-1,1000%$128.1M$133.8M+$5.7M2026-10-30
Cambridge Investment Research Advisors, Inc.
DECREASED365,642379,555-13,913-4%$130.2M$131.4K-$130.1M2026-11-02
D.A. Davidson & Co.
INCREASED362,355362,245+110+0%$124.3M$130.2M+$5.9M2026-10-28
Ferguson Wellman Capital Management, Inc
INCREASED361,614360,504+1,110+0%$123.7M$129.9M+$6.3M2026-10-05
Amalgamated Bank
INCREASED355,156353,468+1,688+0%$121.3M$127.6K-$121.1M2026-10-23
Assetmark, Inc
INCREASED354,518338,325+16,193+5%$116.1M$127.4M+$11.3M2026-10-21
Banque Pictet & CIE SA
INCREASED352,527339,330+13,197+4%$116.4M$126.7M+$10.3M2026-10-16
OP Asset Management Ltd
INCREASED349,987285,442+64,545+23%$97.9M$125.8M+$27.8M2026-11-05
Cullen T Bankers, Inc.
DECREASED338,124344,057-5,933-2%$118.0M$121.5M+$3.5M2026-10-28
Douglas Lane & Associates, LLC
DECREASED332,461343,701-11,240-3%$117.9M$119.5M+$1.5M2026-10-09
Kestra Advisory Services, LLC
INCREASED327,905301,198+26,707+9%$103.3M$117.8M+$14.5M2026-11-02
PensionDanmark Pensionsforsikringsaktieselskab
INCREASED318,384311,868+6,516+2%$107.0M$114.4M+$7.4M2026-10-19
Eastern Bank
INCREASED317,425311,733+5,692+2%$107.0M$114.1M+$7.1M2026-10-05
Crestwood Advisors Group, LLC
DECREASED313,388319,578-6,190-2%$109.6M$112.6M+$3.0M2026-10-27
Neos Investment Management LLC
INCREASED309,610273,079+36,531+13%$93.7M$111.3M+$17.6M2026-11-04
Rakuten Investment Management, Inc.
INCREASED302,982272,694+30,288+11%$93.2M$110.9M+$17.7M2026-10-30
Waters Parkerson & Co., LLC
DECREASED292,576296,428-3,852-1%$101.7M$105.1M+$3.4M2026-11-04
Quintet Private Bank (Europe) S.A.
INCREASED287,505219,601+67,904+31%$75.3M$103.3M+$28.0M2026-10-08
E. Ohman J:or Asset Management AB
DECREASED285,394292,835-7,441-3%$100.5M$102.6M+$2.1M2026-10-22
Mirova US LLC
DECREASED276,250293,703-17,453-6%$100.8M$99.3M-$1.5M2026-11-05
Country Trust Bank
DECREASED275,448288,895-13,447-5%$99.1M$99.0M-$140.3K2026-10-30
Lido Advisors, LLC
INCREASED275,201265,941+9,260+3%$91.2M$98.8M+$7.6M2026-11-04
AIA Group Ltd
INCREASED261,646243,162+18,484+8%$83.4M$94.0M+$10.6M2026-10-30
Oppenheimer Asset Management Inc.
DECREASED261,644273,382-11,738-4%$93.8M$94.0M+$221.9K2026-10-27
Midwest Trust Co
INCREASED261,283260,271+1,012+0%$89.3M$93.9M+$4.6M2026-10-22
Aware Super Pty Ltd as trustee of Aware Super
DECREASED258,703285,870-27,167-9%$98.1M$93.0M-$5.1M2026-10-30
New York Life Investment Management LLC
INCREASED253,183247,610+5,573+2%$85.0M$91.0M+$6.0M2026-11-04
iA Global Asset Management Inc.
DECREASED253,010350,628-97,618-28%$120.3M$90.9K-$120.2M2026-10-29
Vest Financial, LLC
INCREASED251,667228,074+23,593+10%$78.2M$90.4M+$12.2M2026-10-21
Florida Trust Wealth Management Co
DECREASED245,631248,992-3,361-1%$85.4M$88.3M+$2.8M2026-11-05
Border to Coast Pensions Partnership Ltd
INCREASED240,926126,459+114,467+91%$43.4M$86.4K-$43.3M2026-10-09
Northeast Investment Management
DECREASED235,610237,816-2,206-1%$81.6M$84.7M+$3.1M2026-10-30
Greenleaf Trust
DECREASED234,527239,919-5,392-2%$82.3M$84.3M+$2.0M2026-10-29
Hyperion Asset Management Ltd
DECREASED234,149257,309-23,160-9%$88.3M$84.1M-$4.1M2026-10-20
Annex Advisory Services, LLC
DECREASED222,827228,947-6,120-3%$78.5M$80.1M+$1.5M2026-10-16
Washington Trust Co
INCREASED221,728214,147+7,581+4%$73.5M$79.7M+$6.2M2026-10-22
Sather Financial Group Inc
DECREASED221,500221,780-2800%$76.1M$79.6M+$3.5M2026-10-30
ZWJ Investment Counsel Inc
INCREASED215,554208,026+7,528+4%$71.4M$77.5M+$6.1M2026-10-15
Ethic Inc.
INCREASED215,091205,832+9,259+5%$70.6M$77.3M+$6.7M2026-11-03
Achmea Investment Management B.V.
INCREASED211,710129,071+82,639+64%$44.3M$76.1M+$31.9M2026-10-30
Provident Investment Management, Inc.
DECREASED211,356229,103-17,747-8%$78.6M$75.9M-$2.7M2026-10-23
Oregon Public Employees Retirement Fund
INCREASED209,494204,113+5,381+3%$70.0M$75.3M+$5.2M2026-10-30
Crossmark Global Holdings, Inc.
DECREASED206,711211,260-4,549-2%$72.5M$74.3M+$1.8M2026-10-21
Keybank National Association
DECREASED204,019214,631-10,612-5%$73.6M$73.3M-$327.6K2026-11-04
HB Wealth Management, LLC
INCREASED203,411197,131+6,280+3%$67.6M$73.1M+$5.5M2026-10-23
Badgley Phelps Wealth Managers, LLC
DECREASED202,561202,780-2190%$69.6M$72.8M+$3.2M2026-10-22
Parnassus Investments, LLC
DECREASED202,081311,736-109,655-35%$107.0M$72.6M-$34.3M2026-10-22
Raiffeisen Bank International AG
DECREASED200,485252,749-52,264-21%$86.4M$73.2M-$13.2M2026-10-28
Nicholas Company, Inc.
DECREASED195,830195,945-1150%$67.2M$70.4M+$3.1M2026-11-05
Mill Capital Management, LLC
INCREASED195,239194,893+346+0%$66.9M$70.2M+$3.3M2026-10-26
Kestra Private Wealth Services, LLC
INCREASED195,204193,900+1,304+1%$66.5M$70.1M+$3.6M2026-10-30
Value Partners Investments Inc.
DECREASED193,162193,666-5040%$66.3M$69.5M+$3.1M2026-10-19
Mutual of America Capital Management LLC
INCREASED192,185189,076+3,109+2%$64.9M$69.1M+$4.2M2026-10-23
Oppenheimer & Co Inc
INCREASED190,976178,239+12,737+7%$61.2M$68.6M+$7.5M2026-10-26
Mogy Joel R Investment Counsel Inc
DECREASED184,146184,802-6560%$63.4M$66.2M+$2.8M2026-10-13
Howland Capital Management LLC
DECREASED175,993177,386-1,393-1%$60.9M$63.2M+$2.4M2026-10-22
Pinnacle Associates LTD
DECREASED175,835177,218-1,383-1%$60.8M$63.2M+$2.4M2026-10-20
Munich Reinsurance Co Stock Corp in Munich
DECREASED172,420207,639-35,219-17%$71.2M$62.0M-$9.3M2026-10-30
Yousif Capital Management, LLC
INCREASED170,787167,487+3,300+2%$57.5M$61.4M+$3.9M2026-10-22
Avanza Fonder AB
INCREASED170,751148,719+22,032+15%$51.0M$61.4M+$10.3M2026-10-13
State of Alaska, Department of Revenue
DECREASED164,423165,621-1,198-1%$56.8M$59.1K-$56.8M2026-10-15
Baskin Financial Services Inc.
DECREASED162,731166,630-3,899-2%$57.2K$58.5K+$1.3K2026-10-19
Covea Finance
DECREASED161,783162,583-8000%$55.8M$58.1M+$2.4M2026-10-21
Carnegie Investment Counsel
INCREASED161,689160,515+1,174+1%$55.1M$58.1M+$3.0M2026-10-20
Atria Investments, Inc
INCREASED158,431146,810+11,621+8%$50.4M$56.9M+$6.6M2026-10-15
Concurrent Investment Advisors, LLC
INCREASED156,550119,124+37,426+31%$40.9M$56.3M+$15.4M2026-10-16
Bailard, Inc.
INCREASED154,974151,620+3,354+2%$52.0M$55.7M+$3.7M2026-10-13
Formuepleje A/S
DECREASED154,839185,158-30,319-16%$63.5M$55.6M-$7.9M2026-10-15
Generali Asset Management SPA SGR
INCREASED153,455147,084+6,371+4%$50.5M$55.1M+$4.7M2026-10-26
Cortland Associates Inc
DECREASED153,366158,392-5,026-3%$54.3M$55.1M+$766.0K2026-10-29
Daymark Wealth Partners, LLC
INCREASED152,840140,198+12,642+9%$48.1M$54.9M+$6.8M2026-11-04
Smith Chas P & Associates PA Cpas
DECREASED152,154153,292-1,138-1%$52.6M$61.3M+$8.7M2026-10-22
KCM Investment Advisors LLC
DECREASED149,103150,051-948-1%$51.5M$53.6M+$2.1M2026-10-27
Tokio Marine Asset Management Co LTD
DECREASED146,282150,079-3,797-3%$51.5M$52.6M+$1.1M2026-10-26
Norris Perne & French LLP
INCREASED143,546135,653+7,893+6%$46.5M$51.6M+$5.0M2026-10-23
Nippon Life Global Investors Americas, Inc.
DECREASED143,340145,330-1,990-1%$49.9M$51.5M+$1.6M2026-10-29
Saratoga Research & Investment Management
DECREASED142,986147,779-4,793-3%$50.7M$51.4M+$677.7K2026-10-16
Generate Investment Management Ltd
DECREASED141,930195,561-53,631-27%$67.1M$51.0M-$16.1M2026-10-14
Fisher Funds Management LTD
INCREASED141,297118,511+22,786+19%$40.7M$50.8M+$10.1M2026-10-13
Adams Diversified Equity Fund, Inc.
INCREASED140,361113,261+27,100+24%$38.9M$50.4M+$11.6M2026-10-21
Illinois Municipal Retirement Fund
DECREASED140,103150,242-10,139-7%$51.5M$50.3M-$1.2M2026-11-05
Motley Fool Asset Management LLC
DECREASED139,647142,296-2,649-2%$48.8M$50.2M+$1.4M2026-10-27
MassMutual Private Wealth & Trust, FSB
DECREASED139,037145,648-6,611-5%$50.0M$50.0M-$10.2K2026-10-05
Vise Technologies, Inc.
INCREASED137,962119,693+18,269+15%$41.1M$49.6M+$8.5M2026-10-29
Rockland Trust Co
DECREASED136,157165,299-29,142-18%$56.7M$48.9M-$7.8M2026-10-05
Guinness Asset Management LTD
INCREASED135,300135,291+9+0%$46.4M$48.6M+$2.2M2026-11-05
Citizens Financial Group Inc
DECREASED134,409134,534-1250%$46.2M$48.3M+$2.1M2026-10-23
Private Wealth Partners, LLC
DECREASED134,387134,690-3030%$46.2M$48.3M+$2.1M2026-10-22
Coronation Fund Managers Ltd.
INCREASED134,185133,316+869+1%$45.7M$48.2M+$2.5M2026-10-27
Smith Salley Wealth Management
INCREASED132,289120,349+11,940+10%$41.3M$47.5M+$6.2M2026-11-03
Prospera Financial Services Inc
INCREASED131,95194,580+37,371+40%$32.5M$54.6M+$22.1M2026-11-04
Violich Capital Management, Inc.
DECREASED131,877134,460-2,583-2%$46.1M$47.4M+$1.3M2026-10-05
Avity Investment Management Inc.
INCREASED131,689131,402+287+0%$45.1M$47.3M+$2.2M2026-10-09
Gulf International Bank (UK) Ltd
UNCHANGED129,314129,31400%$44.4M$46.5K-$44.3M2026-10-20
Washington Trust Advisors, Inc.
DECREASED128,980129,395-4150%$44.4M$46.3M+$2.0M2026-10-22
Oslo Pensjonsforsikring AS
UNCHANGED127,964127,96400%$43.9M$46.0M+$2.1M2026-10-15
Regions Financial Corp
DECREASED127,560131,473-3,913-3%$45.1M$45.8M+$729.1K2026-11-05
Cidel Asset Management Inc
DECREASED127,307128,445-1,138-1%$44.1M$45.7M+$1.7M2026-10-29
Modera Wealth Management, LLC
DECREASED124,758126,886-2,128-2%$43.5M$44.8M+$1.3M2026-10-28
Roffman Miller Associates Inc
INCREASED124,492122,175+2,317+2%$41.9M$44.7M+$2.8M2026-10-19
Suncoast Equity Management
DECREASED123,858127,766-3,908-3%$43.8M$44.5M+$670.4K2026-11-03
Brookstone Capital Management
INCREASED123,418113,437+9,981+9%$38.9M$44.3M+$5.4M2026-10-22
Chesley Taft & Associates LLC
DECREASED121,436122,542-1,106-1%$42.0M$43.6M+$1.6M2026-10-13
First American Bank
DECREASED120,803121,064-2610%$41.5M$43.4M+$1.9M2026-10-27
Cardinal Capital Management, Inc.
INCREASED120,294118,305+1,989+2%$40.6M$43.2M+$2.6M2026-10-16
Riverbridge Partners LLC
DECREASED120,129126,874-6,745-5%$43.5M$43.2M-$363.3K2026-11-05
Marathon Asset Management Ltd
DECREASED118,834157,956-39,122-25%$54.2M$42.7M-$11.5M2026-10-26
Woodley Farra Manion Portfolio Management Inc
DECREASED118,193118,871-678-1%$40.8M$42.5M+$1.7M2026-11-05
Dillon & Associates Inc
INCREASED117,662117,613+49+0%$40.3M$42.2K-$40.3M2026-10-22
Chilton Capital Management LLC
DECREASED117,457119,897-2,440-2%$41.1M$42.2M+$1.1M2026-10-28
Sterling Capital Management LLC
DECREASED116,874130,677-13,803-11%$44.8M$42.0M-$2.8M2026-10-22
Community Trust & Investment Co
INCREASED116,644116,422+222+0%$39.9M$41.9M+$2.0M2026-10-15
Adell Harriman & Carpenter Inc
INCREASED116,267115,770+497+0%$39.7M$41.8M+$2.1M2026-11-02
Perigon Wealth Management, LLC
DECREASED115,688122,717-7,029-6%$42.1M$41.6M-$532.9K2026-10-22
Farther Finance Advisors, LLC
INCREASED115,64795,097+20,550+22%$32.6M$41.6M+$8.9M2026-10-08
Alps Advisors Inc
DECREASED115,230121,761-6,531-5%$41.8M$41.4M-$369.4K2026-11-03
Gradient Investments LLC
DECREASED113,339136,912-23,573-17%$47.0M$40.7M-$6.2M2026-10-08
Venture Visionary Partners LLC
INCREASED113,196110,706+2,490+2%$38.0M$40.7M+$2.7M2026-10-07
Meyer Handelman Co
INCREASED112,200109,944+2,256+2%$37.7M$40.3M+$2.6M2026-10-28
Barlow Wealth Partners, LLC
INCREASED110,867109,392+1,475+1%$38.0M$41.1M+$3.1M2026-10-15
Baldwin Wealth Partners LLC
DECREASED110,477110,919-4420%$38.1M$39.7M+$1.6M2026-10-13
Tandem Investment Advisors, Inc.
DECREASED110,267135,323-25,056-19%$46.4M$39.6M-$6.8M2026-11-04
First Citizens Bank & Trust Co
INCREASED108,385105,849+2,536+2%$36.3M$38.9M+$2.6M2026-10-14
Heirloom Wealth Management
INCREASED107,891106,547+1,344+1%$36.6M$38.8M+$2.2M2026-10-14
Old National Bancorp
DECREASED106,770108,609-1,839-2%$37.3M$38.4M+$1.1M2026-10-20
JIA Investment Alliance Pte. Ltd.
UNCHANGED106,700106,70000%$36.6M$38.3M+$1.7M2026-10-06
Howard Capital Management Group, LLC
INCREASED105,649105,137+512+0%$36.1M$38.0M+$1.9M2026-10-16
Absher Wealth Management, LLC
DECREASED105,431128,617-23,186-18%$44.1M$37.9M-$6.2M2026-11-02
Pittenger & Anderson Inc
DECREASED104,080104,277-1970%$35.8M$37.4M+$1.6M2026-11-02
Maryland State Retirement & Pension System
INCREASED103,72488,893+14,831+17%$30.5M$37.3M+$6.8M2026-11-05
Burns J W & Co Inc
INCREASED103,160103,140+20+0%$35.4M$37.1M+$1.7M2026-10-20
L. Roy Papp & Associates, LLP
DECREASED102,758103,237-4790%$35.4M$36.9M+$1.5M2026-10-21
Addenda Capital Inc.
INCREASED101,93697,680+4,256+4%$33.5M$36.6M+$3.1M2026-10-13
Kimelman & Baird, LLC
DECREASED101,268102,034-766-1%$35.0M$36.4M+$1.4M2026-11-03
Davidson Investment Advisors
DECREASED100,581102,129-1,548-2%$35.0M$36.1M+$1.1M2026-10-20
Blue Grotto Capital, LLC
DECREASED100,000134,030-34,030-25%$46.0M$35.9M-$10.1M2026-11-04
Pacific Heights Asset Management LLC
UNCHANGED100,000100,00000%$34.3M$35.9M+$1.6M2026-11-03
Americana Partners, LLC
INCREASED99,67388,989+10,684+12%$30.5M$35.8M+$5.3M2026-10-28
Archon Partners LLC
UNCHANGED99,00099,00000%$34.0M$35.6M+$1.6M2026-10-26
Fishman JAY A LTD
DECREASED98,019103,189-5,170-5%$35.4M$35.2M-$181.9K2026-10-26
Bokf, NA
DECREASED97,57098,542-972-1%$33.8M$35.1M+$1.3M2026-10-27
Rothschild & Co Wealth Management UK Ltd
INCREASED97,01290,119+6,893+8%$30.9M$34.9M+$3.9M2026-10-20
Patten & Patten Inc
DECREASED96,53497,925-1,391-1%$33.6M$34.7M+$1.1M2026-10-26
Villere ST Denis J & Co LLC
DECREASED94,52999,938-5,409-5%$34.3M$34.0M-$320.6K2026-11-04
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED94,21795,757-1,540-2%$32.8M$33.9M+$1.0M2026-10-21
Park National Corp
DECREASED93,93396,282-2,349-2%$33.0M$33.8M+$719.6K2026-10-05
Park Avenue Securities LLC
INCREASED93,64590,012+3,633+4%$30.9M$33.7K-$30.8M2026-10-26
SBI Securities Co., Ltd.
INCREASED93,18883,830+9,358+11%$28.8M$33.5M+$4.7M2026-10-22
Norman Fields, Gottscho Capital Management, LLC
DECREASED92,51792,533-160%$31.7M$33.2M+$1.5M2026-10-05
Synergy Asset Management, LLC
INCREASED92,45591,511+944+1%$31.4M$33.2M+$1.8M2026-11-05
Boston Common Asset Management, LLC
INCREASED91,51488,822+2,692+3%$30.5M$32.9M+$2.4M2026-10-13
Hartford Investment Management Co
DECREASED91,26591,787-522-1%$31.5M$32.8M+$1.3M2026-11-04
Baxter Bros Inc
DECREASED91,10594,147-3,042-3%$32.3M$32.7M+$435.9K2026-11-04
Mesirow Financial Investment Management, Inc.
INCREASED89,96689,042+924+1%$30.6M$32.3M+$1.8M2026-11-05
Coerente Capital Management
DECREASED89,91590,133-2180%$30.9M$32.3M+$1.4M2026-10-29
Prime Capital Investment Advisors, LLC
INCREASED89,90989,684+225+0%$30.8M$32.3M+$1.5M2026-10-20
Exchange Traded Concepts, LLC
INCREASED89,77378,248+11,525+15%$26.8M$32.3M+$5.4M2026-10-28
Calamos Wealth Management LLC
DECREASED89,19390,662-1,469-2%$31.1M$32.0M+$944.5K2026-11-02
Neville Rodie & Shaw Inc
DECREASED89,07395,210-6,137-6%$32.7K$32.0K-$6592026-10-05
Salem Investment Counselors Inc
INCREASED87,92384,026+3,897+5%$28.8M$31.6M+$2.8M2026-10-13
Parallel Advisors, LLC
INCREASED85,82581,735+4,090+5%$28.0M$30.8M+$2.8M2026-11-03
Milestones Administradora de Recursos Ltda.
DECREASED85,786112,769-26,983-24%$38.7M$30.8M-$7.9M2026-10-21
Dudley & Shanley, Inc.
DECREASED84,41996,971-12,552-13%$33.3M$30.3M-$2.9M2026-10-06
Randolph Co Inc
INCREASED83,99883,879+119+0%$28.8M$30.2M+$1.4M2026-10-23
Capital Investment Advisors, LLC
INCREASED83,82581,596+2,229+3%$28.0M$30.1M+$2.1M2026-10-22
Louisiana State Employees Retirement System
DECREASED83,80084,800-1,000-1%$29.1M$30.1M+$1.0M2026-10-20
Richard C. Young & Co., Ltd.
DECREASED83,73084,886-1,156-1%$29.1M$30.1M+$962.9K2026-11-04
New Mexico Educational Retirement Board
UNCHANGED83,63483,63400%$28.7M$30.1K-$28.7M2026-11-05
YHB Investment Advisors, Inc.
INCREASED82,69382,599+94+0%$28.3M$29.7M+$1.4M2026-10-08
McCollum Christoferson Group LLC
DECREASED82,11982,542-423-1%$11.2M$11.6M+$375.3K2026-10-13
Ag2r LA Mondiale Gestion D'actifs
INCREASED82,11273,816+8,296+11%$25.3M$29.5M+$4.2M2026-10-26
Jacobs & Co
DECREASED81,83382,368-535-1%$28.3K$29.4K+$1.1K2026-10-09
Godsey & Gibb, Inc
DECREASED81,08681,515-429-1%$28.0M$29.1M+$1.2M2026-10-14
Moran Wealth Management, LLC
INCREASED80,79379,975+818+1%$27.4M$29.0M+$1.6M2026-10-22
Glenview Trust Co
DECREASED80,65781,697-1,040-1%$28.0M$29.0M+$953.1K2026-10-28
OAK Ridge Investments LLC
DECREASED79,81983,606-3,787-5%$28.7M$28.7M-$3.0K2026-10-30
Appleton Partners Inc
DECREASED79,39479,657-2630%$27.3M$28.5K-$27.3M2026-10-30
Tamar Securities, LLC
DECREASED78,73580,432-1,697-2%$27.6M$28.3M+$696.4K2026-11-03
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
INCREASED78,22246,589+31,633+68%$16.0M$28.1M+$12.1M2026-10-22
Choreo, LLC
INCREASED78,02175,573+2,448+3%$25.9M$28.0M+$2.1M2026-10-28
Trust Co of Vermont
INCREASED77,68375,217+2,466+3%$25.8M$27.9M+$2.1M2026-10-21
HUB Investment Partners, LLC
INCREASED77,08973,903+3,186+4%$25.4M$27.7M+$2.3M2026-11-03
Campbell Newman Asset Management Inc
INCREASED76,98776,833+154+0%$26.4M$27.7M+$1.3M2026-10-22
Zevenbergen Capital Investments LLC
INCREASED76,39876,348+50+0%$26.2M$27.5M+$1.3M2026-10-08
Global X Japan Co., Ltd.
DECREASED75,68889,713-14,025-16%$30.8M$27.2M-$3.6M2026-10-21
National Mutual Insurance Federation of Agricultural Cooperatives
DECREASED75,300110,300-35,000-32%$37.8M$27.1M-$10.8M2026-10-28
Hendershot Investments Inc.
DECREASED74,49276,005-1,513-2%$26.1M$26.8M+$690.7K2026-11-05
Fulton Breakefield Broenniman LLC
DECREASED74,02675,535-1,509-2%$25.9M$26.6M+$684.7K2026-11-03
Kornitzer Capital Management Inc
DECREASED74,00775,253-1,246-2%$25.8M$26.6M+$774.4K2026-11-03
Equitable Trust Co
DECREASED73,99675,262-1,266-2%$25.8M$26.6M+$767.3K2026-10-13
Apollon Wealth Management, LLC
INCREASED73,92073,044+876+1%$25.1M$26.6M+$1.5M2026-10-23
Ritholtz Wealth Management
INCREASED73,87971,598+2,281+3%$24.6M$26.5M+$2.0M2026-11-05
Central Trust Co
DECREASED73,37174,543-1,172-2%$25.6M$26.4M+$789.3K2026-11-05
GW Henssler & Associates LTD
DECREASED73,33574,379-1,044-1%$25.5M$26.4M+$832.8K2026-10-26
Montag A & Associates Inc
INCREASED73,14869,913+3,235+5%$24.0M$26.3M+$2.3M2026-10-29
Granite Investment Partners, LLC
INCREASED72,98671,162+1,824+3%$24.4M$26.2M+$1.8M2026-11-04
Lmcg Investments, LLC
DECREASED72,95874,631-1,673-2%$25.6M$26.2M+$610.9K2026-10-21
NorthCrest Asset Manangement, LLC
INCREASED70,17669,171+1,005+1%$24.1M$26.3M+$2.2M2026-10-13
Henshaw Capital LLC
UNCHANGED69,46769,46700%$23.8M$25.0M+$1.1M2026-11-03
Talbot Financial, LLC
INCREASED69,21869,147+71+0%$23.7M$24.9M+$1.1M2026-10-19
NLB Skladi, upravljanje premozenja, d.o.o.
DECREASED69,04972,168-3,119-4%$24.8M$24.8M+$51.3K2026-10-22
Segment Wealth Management, LLC
INCREASED69,04368,283+760+1%$23.4M$24.8M+$1.4M2026-10-26
MGO One Seven LLC
DECREASED68,73869,275-537-1%$23.8M$24.7M+$932.3K2026-10-28
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED68,62568,900-2750%$23.6M$24.7M+$1.0M2026-11-03
Penobscot Investment Management Company, Inc.
DECREASED68,29972,132-3,833-5%$24.7M$24.5M-$205.9K2026-10-26
Hendley & Co Inc
INCREASED68,16868,057+111+0%$23.4K$24.5K+$1.1K2026-10-29
Middleton & Co Inc
DECREASED67,83469,437-1,603-2%$23.8M$24.4M+$551.7K2026-10-23
Albion Financial Group
DECREASED67,62267,769-1470%$23.3M$24.3M+$1.0M2026-10-21
Forbes J M & Co LLP
INCREASED67,36766,993+374+1%$23.0M$24.2M+$1.2M2026-10-16
Farmers & Merchants Investments Inc
DECREASED67,14967,906-757-1%$23.3M$24.1M+$830.8K2026-10-22
Arbejdsmarkedets Tillaegspension
DECREASED66,88086,760-19,880-23%$29.8M$24.0M-$5.7M2026-10-30
North Point Portfolio Managers Corp
DECREASED66,56168,651-2,090-3%$23.6M$23.9M+$363.9K2026-10-07
Gamma Investing LLC
INCREASED66,52060,455+6,065+10%$20.7M$23.9M+$3.2M2026-10-08
Schaper Benz & Wise Investment Counsel Inc
DECREASED66,46866,672-2040%$22.9M$23.9M+$1.0M2026-10-09
One Way Holdings LLC
INCREASED66,46662,201+4,265+7%$21.3M$23.9M+$2.5M2026-10-29
Professional Advisory Services Inc
DECREASED66,27270,879-4,607-6%$24.3K$23.8K-$5042026-10-08
First Merchants Corp
DECREASED66,27269,102-2,830-4%$23.7M$23.8M+$105.3K2026-10-15
Univest Financial Corp
DECREASED66,23276,949-10,717-14%$26.4M$23.8M-$2.6M2026-11-05
Hingham Institution for Savings
UNCHANGED66,15066,15000%$22.7M$23.8M+$1.1M2026-10-20
Cypress Capital Group
DECREASED65,21565,835-620-1%$22.6M$23.4M+$846.4K2026-11-03
Matthew Goff Investment Advisor, LLC
DECREASED65,13465,687-553-1%$22.5M$23.4M+$868.0K2026-10-13
Fideuram Asset Management (Ireland) dac
INCREASED65,10843,688+21,420+49%$14.2M$23.7M+$9.5M2026-10-29
Rempart Asset Management Inc.
UNCHANGED64,98264,98200%$22.3M$22.3M$02026-10-20
Diversify Advisory Services, LLC
INCREASED64,69660,289+4,407+7%$21.9M$25.9M+$4.0M2026-10-20
Diversify Wealth Management, LLC
INCREASED64,69660,289+4,407+7%$21.9M$25.9M+$4.0M2026-10-20
LEE Danner & Bass Inc
DECREASED64,49865,033-535-1%$22.3M$23.2M+$863.9K2026-10-27
Crown Oak Advisors, LLC
DECREASED64,28665,145-859-1%$22.4M$23.1M+$749.4K2026-10-16
TCV Trust & Wealth Management, Inc.
DECREASED63,92965,459-1,530-2%$22.5M$23.0M+$513.3K2026-10-16
Wallington Asset Management, LLC
DECREASED63,85263,967-1150%$21.9M$22.9M+$997.5K2026-11-04
Verdence Capital Advisors LLC
INCREASED63,80946,314+17,495+38%$15.9M$22.9M+$7.0M2026-10-26
Wilmington Savings Fund Society, FSB
DECREASED63,53664,163-627-1%$22.0M$22.8M+$816.7K2026-10-23
Ninety One SA (PTY) Ltd
DECREASED63,51174,316-10,805-15%$25.5M$23.0M-$2.5M2026-10-15
Saybrook Capital
DECREASED63,48863,658-1700%$21.8M$22.8M+$972.7K2026-10-27
Kinsale Capital Group, Inc.
INCREASED63,29449,282+14,012+28%$16.9M$22.7M+$5.8M2026-11-04
First National Trust Co
DECREASED63,28265,642-2,360-4%$22.5M$22.7M+$218.0K2026-10-28
Overbrook Management Corp
DECREASED63,22763,921-694-1%$21.9M$22.7M+$788.7K2026-10-08
Eagle Global Advisors LLC
DECREASED63,13063,304-1740%$21.7M$22.7M+$965.5K2026-11-02
Wedbush Securities Inc
INCREASED62,87462,598+276+0%$21.5M$22.6K-$21.5M2026-10-22
J.P. Marvel Investment Advisors, LLC
DECREASED62,48062,485-50%$21.4M$22.5M+$1.0M2026-11-02
Third View Private Wealth, LLC
INCREASED62,15060,991+1,159+2%$20.9M$22.3M+$1.4M2026-10-30
Telos Capital Management, Inc.
DECREASED61,84062,524-684-1%$21.5M$22.2M+$769.7K2026-11-02
Noesis Capital Mangement Corp
INCREASED61,60061,004+596+1%$20.9M$22.1M+$1.2M2026-10-26
Premier Fund Managers Ltd
DECREASED61,54468,205-6,661-10%$23.3M$22.5K-$23.3M2026-11-02
Edgemoor Investment Advisors, Inc.
DECREASED61,52961,800-2710%$21.2M$22.1M+$906.0K2026-11-03
Bennett Selby Investments LP
INCREASED61,43761,429+8+0%$21.1M$22.1M+$1.0M2026-10-19
Beaumont Financial Advisors, LLC
DECREASED60,66461,574-910-1%$21.1M$21.8M+$673.1K2026-10-22
Pictet North America Advisors SA
INCREASED60,40358,368+2,035+3%$20.0M$21.7M+$1.7M2026-10-21
Nexus Investment Management ULC
DECREASED60,36360,393-300%$20.7M$21.7M+$970.0K2026-10-27
Ashton Thomas Private Wealth, LLC
INCREASED60,30857,273+3,035+5%$19.6M$21.7M+$2.0M2026-11-03
Isthmus Partners, LLC
DECREASED60,23160,795-564-1%$20.9M$21.6M+$784.6K2026-10-21
CWA Asset Management Group, LLC
INCREASED60,08559,923+162+0%$20.6M$21.6M+$1.0M2026-10-19
Copeland Capital Management, LLC
INCREASED58,57057,105+1,465+3%$19.6M$21.0M+$1.5M2026-10-13
Westwind Capital
DECREASED58,14662,852-4,706-7%$21.6K$20.9K-$6702026-10-08
Fifth Third Wealth Advisors LLC
INCREASED57,91656,177+1,739+3%$19.3M$20.8M+$1.5M2026-10-22
Mission Wealth Management, LP
DECREASED57,66180,647-22,986-28%$27.7M$20.7M-$6.9M2026-10-15
LS Investment Advisors, LLC
DECREASED57,61059,888-2,278-4%$20.5M$20.7M+$154.0K2026-10-13
Solidarity Wealth, LLC
DECREASED55,13355,809-676-1%$19.1M$19.8M+$663.4K2026-10-15
Galvin, Gaustad & Stein, LLC
DECREASED54,97956,757-1,778-3%$19.5M$19.8M+$283.1K2026-10-08
Simplicity Wealth,LLC
INCREASED54,73324,936+29,797+119%$8.6M$19.7M+$11.1M2026-10-23
Anchor Capital Advisors LLC
DECREASED54,58955,382-793-1%$19.0M$19.6M+$614.7K2026-11-05
Traynor Capital Management, Inc.
INCREASED54,18952,932+1,257+2%$18.2M$19.5M+$1.3M2026-10-29
Turtle Creek Wealth Advisors, LLC
DECREASED54,07254,434-362-1%$18.7M$19.4M+$754.8K2026-10-15
Knights of Columbus Asset Advisors LLC
INCREASED54,02338,011+16,012+42%$13.0M$19.4M+$6.4M2026-11-05
Valeo Financial Advisors, LLC
INCREASED53,98253,524+458+1%$18.4M$19.4M+$1.0M2026-10-08
Assenagon Asset Management S.A.
DECREASED53,92854,196-2680%$18.6M$19.4M+$783.8K2026-10-15
Ramsay, Stattman, Vela & Price, Inc.
UNCHANGED53,79953,79900%$18.5M$19.3M+$873.7K2026-10-19
GC Wealth Management RIA, LLC
INCREASED53,48752,659+828+2%$18.1M$19.2M+$1.2M2026-11-02
Northside Capital Management, LLC
INCREASED53,40653,200+206+0%$18.3M$19.2M+$938.0K2026-10-13
Letson Investment Management, Inc.
DECREASED53,34153,983-642-1%$18.5M$19.2M+$646.0K2026-11-05
Lyell Wealth Management, LP
INCREASED53,14553,002+143+0%$18.2M$19.1M+$912.2K2026-10-30
Weatherly Asset Management L. P.
DECREASED53,09253,251-1590%$18.3M$19.1M+$807.7K2026-10-20
Berkeley, Inc
DECREASED52,59252,823-2310%$18.1M$18.9M+$774.5K2026-10-20
Folger Nolan Fleming Douglas Capital Management, Inc
DECREASED52,49955,731-3,232-6%$19.1M$18.9M-$256.4K2026-10-13
Eagle Rock Investment Company, LLC
INCREASED51,97251,318+654+1%$17.6M$18.7M+$1.1M2026-10-21
GAM Holding AG
DECREASED51,68154,977-3,296-6%$18.9M$18.6M-$291.5K2026-11-03
Foster Dykema Cabot & Partners, LLC
INCREASED51,5113,876+47,635+1229%$1.3M$18.5M+$17.2M2026-10-30
Ascent Group, LLC
INCREASED51,47348,362+3,111+6%$16.6M$18.5M+$1.9M2026-10-30
Griffin Asset Management, Inc.
DECREASED51,43651,629-1930%$17.7M$18.5M+$769.1K2026-10-22
Highland Capital Management, LLC
DECREASED51,34955,848-4,499-8%$19.2M$18.5M-$709.5K2026-10-26
Grimes & Co Wealth Management, LLC
INCREASED51,19650,625+571+1%$17.4M$18.4M+$1.0M2026-10-29
Toth Financial Advisory Corp
DECREASED51,14651,196-500%$17.6M$18.4M+$813.6K2026-10-08
North Dakota State Investment Board
INCREASED51,02248,684+2,338+5%$16.7M$18.3M+$1.6M2026-10-27
BLB&B Advisors, LLC
DECREASED50,94053,224-2,284-4%$18.3M$18.3M+$43.8K2026-10-27
J. Safra Sarasin Holding AG
DECREASED50,91253,622-2,710-5%$17.8M$17.7M-$135.7K2026-10-26
Quadrant Capital Group LLC
INCREASED50,79250,140+652+1%$17.2M$20.1M+$2.9M2026-10-20
IFP Advisors, Inc
INCREASED50,69646,449+4,247+9%$15.9M$18.2M+$2.3M2026-10-16
Perryman Financial Advisory Inc
INCREASED50,30549,855+450+1%$17.1M$18.1M+$971.5K2026-10-16
Verde Servicos Internacionais S.A.
INCREASED50,26628,700+21,566+75%$9.8M$18.1K-$9.8M2026-10-26
Thomas Story & SON LLC
DECREASED49,57649,858-282-1%$17.1M$17.8M+$708.4K2026-10-13
Tritonpoint Wealth, LLC
DECREASED49,34351,275-1,932-4%$17.6M$17.7M+$138.5K2026-10-19
Columbia Asset Management
DECREASED48,33250,030-1,698-3%$17.2M$17.4M+$202.5K2026-10-19
American National Bank & Trust
DECREASED48,16650,898-2,732-5%$17.5M$17.3M-$154.7K2026-10-07
Archford Capital Strategies, LLC
DECREASED47,68051,737-4,057-8%$17.8M$17.1M-$617.6K2026-10-19
Hennion & Walsh Asset Management, Inc.
DECREASED47,51748,843-1,326-3%$16.8M$17.1M+$316.7K2026-10-13
OpenArc Corporate Advisory, LLC
INCREASED47,06842,066+5,002+12%$14.4M$16.9M+$2.5M2026-10-21
Yarbrough Capital, LLC
UNCHANGED46,99046,99000%$16.1M$16.9M+$763.1K2026-10-19
Parsons Capital Management Inc
DECREASED46,79047,811-1,021-2%$16.4M$16.8M+$409.6K2026-10-28
Welch Group, LLC
INCREASED46,74344,021+2,722+6%$15.1M$16.8M+$1.7M2026-10-29
Signaturefd, LLC
INCREASED46,57444,161+2,413+5%$15.2M$16.7M+$1.6M2026-10-23
Vision Capital Management, Inc.
DECREASED46,32146,628-307-1%$16.0M$16.6M+$646.9K2026-10-20
Signal Advisors Wealth, LLC
DECREASED46,23246,486-254-1%$15.9M$16.6M+$663.6K2026-10-13
Cabot Wealth Management Inc
DECREASED46,11948,107-1,988-4%$16.5M$16.6M+$67.0K2026-11-05
Benin Management Corp
DECREASED45,74746,250-503-1%$15.9M$16.4M+$570.4K2026-10-22
Sagespring Wealth Partners, LLC
INCREASED45,44038,884+6,556+17%$13.3M$16.3M+$3.0M2026-10-22
Plato Investment Management Ltd
DECREASED45,12645,340-2140%$15.5M$16.3M+$813.3K2026-11-05
Narwhal Capital Management
DECREASED45,04246,402-1,360-3%$15.9M$16.2M+$264.9K2026-11-04
Security National Bank
INCREASED44,63343,714+919+2%$15.0M$16.0M+$1.0M2026-10-26
Anderson Hoagland & Co
INCREASED44,47944,097+382+1%$15.1M$18.4M+$3.3M2026-10-23
Deltec Asset Management LLC
DECREASED44,38245,403-1,021-2%$15.6M$15.9M+$370.5K2026-10-26
Masterinvest Kapitalanlage GmbH
INCREASED44,29243,768+524+1%$15.0M$15.9M+$899.1K2026-11-03
Eulav Asset Management
UNCHANGED44,02744,02700%$15.1M$15.8M+$715.0K2026-10-23
J.W. Cole Advisors, Inc.
INCREASED43,72342,509+1,214+3%$14.6M$15.7M+$1.1M2026-11-05
Heritage Investors Management Corp
DECREASED43,63743,987-350-1%$15.1M$15.7K-$15.1M2026-10-29
Community Financial Services Group, LLC
DECREASED43,25843,899-641-1%$15.4M$15.6M+$154.3K2026-10-15
Sheets Smith Wealth Management
DECREASED43,15546,343-3,188-7%$15.9M$15.5M-$392.8K2026-10-16
Kintegral Advisory, LLC
INCREASED43,09242,849+243+1%$14.7M$15.5M+$783.2K2026-10-16
Wedmont Private Capital
INCREASED43,03234,628+8,404+24%$12.1M$16.1M+$4.1M2026-10-09
CFM Wealth Partners LLC
DECREASED42,93943,424-485-1%$14.9M$15.4M+$530.9K2026-11-05
Palisade Asset Management, LLC
DECREASED42,76444,093-1,329-3%$15.1M$15.4M+$238.5K2026-11-03
Financial Enhancement Group LLC
INCREASED42,56442,304+260+1%$14.5M$15.8M+$1.3M2026-10-08
Ledyard National Bank
DECREASED42,44643,361-915-2%$14.9M$15.3M+$375.4K2026-10-21
Buck Wealth Strategies, LLC
DECREASED42,11142,756-645-2%$14.7M$15.1M+$462.6K2026-10-28
Peachtree Investment Partners, LLC
DECREASED41,45742,656-1,199-3%$14.6M$14.9M+$261.7K2026-11-05
Sowell Financial Services LLC
DECREASED41,22342,782-1,559-4%$14.7M$14.8M+$134.5K2026-10-23
Progressive Investment Management Corp
DECREASED40,99841,395-397-1%$14.2M$14.7M+$529.6K2026-10-26
University of Texas S AM Investment Management Co
INCREASED40,8861,883+39,003+2071%$646.0K$14.7M+$14.0M2026-11-03
DSG Capital Advisors, LLC
DECREASED40,27241,235-963-2%$14.7M$14.5M-$209.9K2026-11-05
Camden National Bank
DECREASED39,87240,891-1,019-2%$14.0M$14.3M+$297.9K2026-11-02
WealthBridge Investment Counsel Inc.
DECREASED39,68740,152-465-1%$13.8K$14.3K+$4852026-10-13
Nepsis Inc.
INCREASED39,54138,742+799+2%$13.3M$14.2M+$916.3K2026-10-13
Harbor Investment Advisory, LLC
DECREASED39,44240,154-712-2%$13.8M$14.2M+$396.2K2026-10-13
Woodstock Corp
INCREASED39,36439,179+185+0%$13.4M$14.1M+$702.7K2026-10-13
Wealth Enhancement Trust Services, Inc.
DECREASED39,14340,829-1,686-4%$14.0M$14.1M+$57.2K2026-10-07
Payden & Rygel
DECREASED39,10039,200-1000%$13.4M$14.1K-$13.4M2026-10-28
Blue Fin Capital, Inc.
DECREASED38,91938,970-510%$13.4M$14.0M+$614.6K2026-10-28
NWF Advisory Services Inc.
DECREASED38,68538,771-860%$13.3M$13.9M+$598.8K2026-10-19
AlphaCore Capital LLC
INCREASED38,60835,236+3,372+10%$12.1M$13.9M+$1.8M2026-11-04
GHP Investment Advisors, Inc.
INCREASED38,59437,935+659+2%$13.0M$13.9M+$852.6K2026-10-15
Tctc Holdings, LLC
INCREASED38,57538,417+158+0%$13.2M$13.9M+$680.7K2026-11-02
Flagship Harbor Advisors, LLC
DECREASED38,54838,723-1750%$13.3M$13.9M+$565.9K2026-10-26
Principle Wealth Partners LLC
DECREASED38,32138,387-660%$13.2M$13.8M+$599.8K2026-11-02
Central Bank & Trust Co
INCREASED38,28337,552+731+2%$12.9M$13.8M+$872.5K2026-10-09
Spire Wealth Management
DECREASED38,23140,035-1,804-5%$13.7M$13.7M+$1.3K2026-10-30
Patten Group, Inc.
DECREASED38,11338,345-232-1%$13.2M$13.7M+$539.3K2026-10-26
First Financial Bank - Trust Division
INCREASED38,11137,454+657+2%$12.9M$13.7M+$844.3K2026-10-01
Mather Group, Llc.
DECREASED38,05638,092-360%$13.1M$13.7M+$605.6K2026-10-14
Cohen Capital Management, Inc.
UNCHANGED37,90637,90600%$13.0M$13.6M+$615.6K2026-10-14
Praxis Investment Management Inc
UNCHANGED37,70637,70600%$12.9M$13.5K-$12.9M2026-11-03
Moody Lynn Lieberson & Walker, LLC
DECREASED37,62837,796-1680%$13.0M$13.5M+$553.4K2026-10-14
Y.D. More Investments Ltd
INCREASED37,37220,986+16,386+78%$7.2M$13.4M+$6.2M2026-11-02
Meiji Yasuda America Inc
INCREASED37,28129,797+7,484+25%$10.2M$13.4M+$3.2M2026-10-22
Mezzasalma Advisors, LLC
DECREASED36,92038,092-1,172-3%$13.1M$13.3M+$197.5K2026-10-14
Rossmore Private Capital
DECREASED36,81137,011-200-1%$12.7M$13.2M+$529.2K2026-10-27
Perennial Advisors, LLC
DECREASED36,80237,842-1,040-3%$13.0M$13.2M+$241.0K2026-10-13
Axxcess Wealth Management, LLC
DECREASED36,58660,408-23,822-39%$20.7M$13.1M-$7.6M2026-10-21
Sawgrass Asset Management LLC
DECREASED36,20753,217-17,010-32%$18.3M$13.0M-$5.2M2026-11-03
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED36,10339,521-3,418-9%$13.6M$13.0M-$586.5K2026-10-27
Fagan Associates, Inc.
INCREASED36,08535,520+565+2%$12.2M$13.0M+$779.7K2026-10-13
Cohen Klingenstein LLC
UNCHANGED36,00036,00000%$12.4M$12.9M+$584.6K2026-10-15
Chicago Partners Investment Group LLC
DECREASED35,98836,344-356-1%$12.8M$14.7M+$1.9M2026-10-27
Renaissance Investment Group LLC
DECREASED35,96236,193-231-1%$12.4M$12.9M+$504.8K2026-10-28
Jamison Private Wealth Management, Inc.
INCREASED35,93635,336+600+2%$12.1M$12.9M+$789.6K2026-10-14
Skylands Capital, LLC
DECREASED35,93537,735-1,800-5%$12.9M$12.9M-$34.0K2026-10-21
Cassaday & Co Wealth Management LLC
DECREASED35,82136,033-212-1%$12.4M$12.9M+$508.9K2026-10-27
Axxion S.A.
UNCHANGED35,67535,67500%$12.2M$12.8M+$579.4K2026-10-22
Marietta Wealth Management, LLC
DECREASED35,41535,785-370-1%$12.3M$13.9M+$1.6M2026-10-22
V-Square Quantitative Management LLC
INCREASED35,34034,610+730+2%$11.9M$12.7M+$824.4K2026-10-15
Townsend Asset Management Corp
INCREASED35,20534,984+221+1%$12.0M$12.7M+$647.3K2026-10-29
CenterBook Partners LP
DECREASED35,15797,160-62,003-64%$33.3M$12.6M-$20.7M2026-11-02
Clio Asset Management LLC
INCREASED35,08033,250+1,830+6%$11.4M$12.6M+$1.2M2026-10-13
Financiere des Professionnels - Fonds d'investissement inc.
DECREASED35,06436,333-1,269-3%$12.5M$12.6M+$134.1K2026-11-03
Tema Etfs LLC
DECREASED35,05236,045-993-3%$12.4M$12.6M+$228.6K2026-10-16
Inspire Trust Co, N.A.
DECREASED35,00037,000-2,000-5%$12.7M$12.6M-$117.8K2026-11-05
Larson Financial Group LLC
INCREASED34,89930,515+4,384+14%$10.5M$12.5M+$2.1M2026-11-05
Bright Rock Capital Management, LLC
UNCHANGED34,75034,75000%$11.9M$12.5M+$564.3K2026-10-05
Greenwood Gearhart LLC
INCREASED34,74933,449+1,300+4%$11.5M$12.5M+$1.0M2026-11-02
Capital Management Corp
DECREASED34,74135,378-637-2%$12.1M$12.5M+$345.7K2026-10-29
LRZ Capital LLC
UNCHANGED34,65234,65200%$11.9M$12.5M+$562.7K2026-11-05
Clear Harbor Asset Management, LLC
INCREASED34,63834,319+319+1%$11.8M$12.4M+$672.0K2026-11-05
Dynamic Advisor Solutions LLC
INCREASED34,63134,476+155+0%$11.8M$12.4M+$615.5K2026-10-13
Nilsine Partners, LLC
DECREASED34,50734,998-491-1%$12.0M$12.4M+$391.7K2026-11-02
Sigma Planning Corp
DECREASED34,14034,832-692-2%$12.0M$12.2M+$296.7K2026-10-23
Liberty Capital Management, Inc.
DECREASED34,05634,701-645-2%$11.9M$12.2M+$331.8K2026-11-02
Luma Capital S.A. - SPF
UNCHANGED34,00034,00000%$11.7M$12.2M+$552.2K2026-10-21
Independent Financial Group, LLC
INCREASED33,98932,793+1,196+4%$11.3M$12.2M+$962.1K2026-10-13
Running Oak Capital LLC
INCREASED33,91633,088+828+3%$11.4M$12.2M+$834.9K2026-11-04
Strategic Wealth Investment Group, LLC
DECREASED33,88336,394-2,511-7%$12.5M$12.2M-$311.2K2026-10-29
Princeton Global Asset Management LLC
DECREASED33,72533,827-1020%$11.6M$12.1M+$512.5K2026-10-21
Applied Finance Capital Management, LLC
DECREASED33,54035,674-2,134-6%$12.2M$12.1M-$187.5K2026-11-03
Gouws Capital LLC
INCREASED33,47733,303+174+1%$11.4M$12.0M+$603.4K2026-10-09
Strategic Advisors LLC
DECREASED33,44733,801-354-1%$11.6M$12.0M+$421.7K2026-10-13
Whitener Capital Management, Inc.
DECREASED33,40433,425-210%$11.5M$12.0M+$535.3K2026-10-15
CX Institutional
DECREASED33,34993,869-60,520-64%$32.2K$12.0K-$20.2K2026-10-02
Nicollet Investment Management, Inc.
DECREASED33,16734,273-1,106-3%$11.8M$11.9K-$11.7M2026-10-14
HCR Wealth Advisors
DECREASED32,91933,412-493-1%$11.5M$11.8M+$365.5K2026-10-15
Fulton Bank, N.A.
DECREASED32,90233,279-377-1%$11.4M$11.8M+$405.0K2026-10-14
Robertson Stephens Wealth Management, LLC
INCREASED32,87930,755+2,124+7%$10.6M$11.8M+$1.3M2026-10-16
Cullen Investment Group, Ltd.
INCREASED32,84132,148+693+2%$11.0M$12.8M+$1.8M2026-10-13
Ldic Inc.
INCREASED32,78229,302+3,480+12%$10.1M$11.8M+$1.7M2026-10-14
Stokes Capital Advisors, LLC
DECREASED32,75332,937-184-1%$11.3M$11.8M+$468.8K2026-10-09
Confluence Wealth Services, Inc.
DECREASED32,69933,441-742-2%$11.5M$11.7M+$276.6K2026-11-05
SteelPeak Wealth, LLC
DECREASED32,48134,369-1,888-5%$11.8M$11.7M-$120.3K2026-10-16
TritonPoint Partners, LLC
DECREASED32,30158,071-25,770-44%$19.9M$11.6M-$8.3M2026-11-05
GFG Capital, LLC
INCREASED32,27328,989+3,284+11%$9.9M$11.6M+$1.7M2026-10-16
Cullinan Associates Inc
INCREASED32,12031,575+545+2%$10.8M$11.5M+$708.6K2026-11-03
Nemes Rush Group LLC
INCREASED32,11232,101+11+0%$11.0M$11.5M+$525.4K2026-11-04
Coastline Trust Co
DECREASED32,02633,290-1,264-4%$11.4M$11.5M+$86.4K2026-10-01
Advanced Asset Management Advisors Inc
UNCHANGED32,00032,00000%$11.0M$11.5M+$519.7K2026-10-20
HS Management Partners, LLC
DECREASED31,82141,229-9,408-23%$14.1M$11.4M-$2.7M2026-11-05
Schmidt P J Investment Management Inc
DECREASED31,75632,290-534-2%$11.1M$11.4M+$332.5K2026-11-02
Linscomb Wealth, Inc.
DECREASED31,71031,892-182-1%$10.9M$11.4M+$452.4K2026-11-05
Banque de Luxembourg S.A.
DECREASED31,31333,311-1,998-6%$11.4M$11.3M-$177.0K2026-10-14
DLK Investment Management, LLC
DECREASED31,28331,906-623-2%$8.4M$11.2M+$2.9M2026-10-09
Wormser Freres Gestion
DECREASED31,28131,374-930%$11.1M$11.2M+$132.2K2026-10-21
Angeles Wealth Management, LLC
DECREASED31,04831,305-257-1%$10.7M$11.2M+$416.1K2026-10-26
Independence Bank of Kentucky
DECREASED30,74931,033-284-1%$10.6M$11.0M+$401.9K2026-10-26
Sapient Capital LLC
DECREASED30,61131,074-463-1%$10.7M$11.0M+$337.9K2026-10-08
Chronos Wealth Management, LLC
DECREASED30,46730,473-60%$10.5M$10.9M+$492.7K2026-10-20
Montaka Global Pty Ltd
INCREASED30,36928,323+2,046+7%$9.7M$10.9M+$1.2M2026-11-05
Meridian Wealth Management, LLC
INCREASED30,23128,615+1,616+6%$9.8M$10.9M+$1.0M2026-11-05
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED30,09130,09100%$10.3M$10.3M$02026-10-15
Cyndeo Wealth Partners, LLC
DECREASED30,06732,813-2,746-8%$11.3M$10.8M-$453.6K2026-10-16
Beverly Hills Private Wealth, LLC
INCREASED29,93129,361+570+2%$10.1M$10.8M+$681.6K2026-11-04
Bourgeon Capital Management LLC
DECREASED29,89130,024-1330%$10.3M$10.7M+$439.8K2026-10-19
Caldwell Trust Co
DECREASED29,63430,516-882-3%$10.5M$10.6M+$178.7K2026-10-30
Strong Tower Advisory Services
DECREASED29,52129,728-207-1%$10.2M$10.6M+$408.5K2026-10-13
Ashton Thomas Securities, LLC
NEW29,400—+29,400——$10.6M—2026-10-26
Lanark Financial, Inc.
INCREASED29,36029,351+9+0%$10.1M$10.5M+$479.7K2026-10-26
Wilson Asset Management (International) PTY LTD
DECREASED29,28644,927-15,641-35%$15.4M$10.5M-$4.9M2026-10-26
Asio Capital, LLC
INCREASED29,26028,761+499+2%$9.9M$10.5M+$646.4K2026-10-19
Phraction Management LLC
DECREASED29,22429,298-740%$10.1M$10.5M+$449.2K2026-10-14
Lorne Steinberg Wealth Management Inc.
DECREASED29,14829,287-1390%$10.0M$10.5M+$425.7K2026-10-23
Integrity Alliance, Llc.
INCREASED28,99928,711+288+1%$9.9M$10.4M+$570.0K2026-10-29
Ascent Wealth Partners, LLC
DECREASED28,99929,176-177-1%$10.0M$10.4M+$410.2K2026-10-23
Investment House LLC
DECREASED28,95842,224-13,266-31%$14.5M$10.4M-$4.1M2026-10-21
Ashurst Perkins Coie Trust Co
DECREASED28,91129,013-1020%$10.0M$10.4M+$434.5K2026-10-15
Frank, Rimerman Advisors LLC
INCREASED28,75428,750+4+0%$9.9M$10.3M+$468.3K2026-10-16
Chickasaw Capital Management LLC
DECREASED28,71828,731-130%$9.9K$10.3M+$10.3M2026-10-08
Bdf-Gestion
DECREASED28,50732,123-3,616-11%$4.1M$10.2M+$6.1M2026-10-19
Postrock Partners LLC
UNCHANGED28,50628,50600%$9.8M$10.2M+$462.9K2026-11-02
Valicenti Advisory Services Inc
INCREASED28,50228,375+127+0%$9.7K$10.2K+$5072026-10-23
Trifecta Capital Advisors, LLC
INCREASED28,41727,732+685+2%$9.5M$10.2M+$696.5K2026-10-21
Consolidated Capital Management, LLC
DECREASED28,40728,600-193-1%$9.8M$10.2M+$395.2K2026-10-13
Brighton Jones LLC
INCREASED28,38126,979+1,402+5%$9.3M$10.2M+$942.1K2026-11-03
Hartline Investment Corp/
DECREASED28,35733,685-5,328-16%$11.6M$10.2M-$1.4M2026-10-29
Laurion Capital Management LP
INCREASED28,3352,443+25,892+1060%$838.2K$10.2M+$9.3M2026-10-30
Harbour Capital Advisors, LLC
INCREASED28,22828,116+112+0%$9.8M$10.1M+$331.5K2026-10-13
Park State Asset Management
DECREASED28,12629,902-1,776-6%$10.3M$10.1M-$152.6K2026-11-02
Mattern Capital Management, LLC
DECREASED28,11829,508-1,390-5%$10.1M$10.1M-$20.3K2026-11-02
Builder Investment Group Inc
UNCHANGED28,06528,06500%$9.6M$10.1M+$455.8K2026-10-22
Aaron Wealth Advisors LLC
INCREASED27,98126,947+1,034+4%$9.2M$10.1M+$809.2K2026-10-13
Chapman Investment Management, LLC
NEW27,940—+27,940——$10.0M—2026-11-03
Nations Financial Group Inc,
DECREASED27,89228,232-340-1%$9.7M$10.0M+$336.4K2026-11-05
Family Capital Trust Co
DECREASED27,76527,807-420%$9.5M$10.0M+$436.5K2026-10-22
Brown Shipley& Co Ltd
DECREASED27,74928,384-635-2%$9.7M$10.0M+$232.8K2026-10-09
Bryn Mawr Trust Advisors, LLC
DECREASED27,54328,618-1,075-4%$9.8M$9.9M+$78.7K2026-11-04
Moody National Bank Trust Division
INCREASED27,50925,199+2,310+9%$8.6M$9.9M+$1.2M2026-10-06
Courier Capital LLC
DECREASED27,50632,414-4,908-15%$11.1M$9.9M-$1.2M2026-10-19
Wealthcare Advisory Partners LLC
DECREASED27,44627,851-405-1%$9.6M$9.9M+$306.8K2026-10-21
Franklin, Parlapiano, Turner & Welch, LLC
DECREASED27,28327,975-692-2%$9.6M$9.8M+$205.3K2026-10-30
International Assets Investment Management, LLC
DECREASED27,14529,910-2,765-9%$10.5M$9.8M-$732.6K2026-11-02
McHugh Group, LLC
DECREASED27,11227,216-1040%$9.3M$9.7M+$403.6K2026-10-19
Thompson Investment Management, Inc.
DECREASED26,96127,042-810%$9.3M$9.7M+$410.1K2026-10-14
Goodman Advisory Group, LLC
INCREASED26,89211,694+15,198+130%$4.0M$9.7M+$5.7M2026-11-02
Mechanics Bank Trust Department
DECREASED26,84329,500-2,657-9%$10.1M$9.6M-$475.7K2026-10-13
RDA Financial Network
DECREASED26,81427,605-791-3%$9.5M$9.6M+$164.2K2026-10-15
Compound Planning, Inc.
INCREASED26,78125,346+1,435+6%$8.7M$9.6M+$927.5K2026-11-05
Boit C F David
INCREASED26,71026,630+80+0%$9.1M$9.6M+$461.2K2026-10-29
Cornerstone Wealth Group, LLC
INCREASED26,53626,168+368+1%$9.0M$9.5M+$557.2K2026-11-02
GPM Growth Investors, Inc.
DECREASED26,45926,747-288-1%$9.2M$9.5M+$330.9K2026-10-30
Intesa Sanpaolo Wealth Management
DECREASED26,30526,358-530%$9.0M$9.5M+$409.0K2026-10-28
Orange Investment Advisors, Inc.
DECREASED26,16728,649-2,482-9%$9.8M$9.4M-$426.6K2026-10-23
Sarasin & Partners LLP
INCREASED26,01611,536+14,480+126%$4.0M$9.3M+$5.4M2026-10-13
Myriad Asset Management Advisors LLC
INCREASED26,01319,794+6,219+31%$6.8M$9.3M+$2.6M2026-11-03
OMC Financial Services LTD
DECREASED25,93950,986-25,047-49%$17.5M$9.3M-$8.2M2026-10-19
Cypress Asset Management Inc
DECREASED25,82626,452-626-2%$9.1M$9.3M+$204.6K2026-10-09
City Holding Co
INCREASED25,79025,525+265+1%$8.8M$9.3M+$509.7K2026-10-19
GoalVest Advisory LLC
INCREASED25,7708,850+16,920+191%$3.0M$3.3M+$301.5K2026-10-02
Goelzer Investment Management, Inc.
DECREASED25,72425,824-1000%$8.9M$9.2M+$383.5K2026-10-16
WP Advisors, LLC
INCREASED25,69325,379+314+1%$8.7M$9.2M+$525.2K2026-10-22
Ipswich Investment Management Co., Inc.
DECREASED25,54925,615-660%$8.8M$9.2M+$392.3K2026-10-13
Delta Financial Advisors LLC
INCREASED25,36025,220+140+1%$8.7M$9.1M+$459.9K2026-10-27
Hikari Power Ltd
DECREASED25,270124,270-99,000-80%$42.6M$9.1K-$42.6M2026-10-30
Costello Asset Management, Inc
DECREASED25,24525,255-100%$8.7M$9.1M+$406.8K2026-10-30
Provenance Wealth Advisors, LLC
INCREASED25,1402,555+22,585+884%$876.6K$9.0M+$8.2M2026-10-30
Prairie Advisory, LLC
INCREASED24,97012,633+12,337+98%$4.3M$9.0M+$4.6M2026-10-19
Evergreen Capital Management LLC
INCREASED24,95023,287+1,663+7%$8.0M$9.0M+$975.9K2026-10-23
Morguard Lincluden Global Investments Ltd
DECREASED24,92325,560-637-2%$8.8M$9.0K-$8.8M2026-10-28
Shepherd Financial Partners LLC
DECREASED24,91624,977-610%$8.6M$9.0M+$383.8K2026-11-03
Resonant Capital Advisors, LLC
INCREASED24,91424,257+657+3%$8.3M$9.0M+$630.0K2026-10-15
Jcic Asset Management Inc.
INCREASED24,88624,526+360+1%$7.4M$8.9M+$1.5M2026-10-30
WealthPlan Investment Management, LLC
INCREASED24,83522,517+2,318+10%$7.7M$8.9M+$1.2M2026-10-15
Clarity Wealth Advisors, LLC
INCREASED24,80824,401+407+2%$8.4M$8.9M+$542.3K2026-10-21
Portside Wealth Group, LLC
DECREASED24,56626,094-1,528-6%$9.0M$8.8M-$125.2K2026-10-20
Hamilton Point Investment Advisors, LLC
DECREASED24,30624,313-70%$8.3M$8.7M+$392.3K2026-11-03
Redmond Asset Management, LLC
INCREASED24,27222,139+2,133+10%$7.6M$8.7M+$1.1M2026-10-27
China Universal Asset Management Co., Ltd.
INCREASED24,24419,020+5,224+27%$6.5M$8.9M+$2.3M2026-10-28
Harel Insurance Investments & Financial Services Ltd.
DECREASED24,23227,207-2,975-11%$9.3M$8.7K-$9.3M2026-11-02
Vantage Investment Partners, LLC
UNCHANGED24,11524,11500%$8.3M$8.7M+$391.6K2026-10-27
Spring Capital Management, LLC
UNCHANGED24,10124,10100%$8.3M$8.7M+$391.4K2026-10-09
RFG Advisory, LLC
INCREASED24,07920,227+3,852+19%$6.9M$8.7M+$1.7M2026-11-03
Consolidated Investment Group LLC
UNCHANGED24,07024,07000%$8.3M$8.6M+$390.9K2026-11-04
Culbertson A N & Co Inc
DECREASED24,06924,086-170%$8.3M$8.6M+$385.0K2026-10-21
Trust Co of Toledo NA
INCREASED23,93523,641+294+1%$8.1M$8.6M+$489.6K2026-10-16
Joseph Group Capital Management
INCREASED23,80523,166+639+3%$7.9M$8.6M+$605.8K2026-11-04
Ascentis Independent Advisors
INCREASED23,771136+23,635+17379%$46.7K$8.5M+$8.5M2026-11-03
Citizens National Bank Trust Department
INCREASED23,75323,572+181+1%$8.1M$8.5M+$447.8K2026-11-04
Occidental Asset Management, LLC
INCREASED23,67421,922+1,752+8%$7.5M$8.5M+$985.6K2026-11-05
Stackstone Wealth, LLC
NEW23,655—+23,655——$8.5M—2026-10-19
Alta Capital Management LLC/
DECREASED23,47664,812-41,336-64%$22.2M$8.4M-$13.8M2026-10-26
Trust Co of Oklahoma
DECREASED23,46425,380-1,916-8%$8.7M$8.4M-$276.3K2026-10-15
Greg Jennings, LLC
NEW23,395—+23,395——$8.4M—2026-10-19
Live Oak Private Wealth LLC
DECREASED23,36725,621-2,254-9%$8.8M$8.4M-$394.1K2026-11-02
StrongBox Wealth, LLC
DECREASED23,31324,060-747-3%$8.3M$8.4M+$122.3K2026-11-02
Capital City Trust Co
DECREASED23,20623,355-149-1%$8.0M$8.3M+$325.7K2026-10-22
Sepio Capital, LP
DECREASED23,19227,662-4,470-16%$9.5M$8.3M-$1.2M2026-10-22
Vanderbilt University
INCREASED23,11321,790+1,323+6%$7.5M$8.3M+$829.3K2026-11-02
Purus Wealth Management, LLC
DECREASED23,00323,131-128-1%$7.9M$8.3M+$329.7K2026-10-15
Peterson Wealth Services
INCREASED22,91422,232+682+3%$7.6M$8.2M+$606.1K2026-10-26
DE Burlo Group Inc
INCREASED22,88822,738+150+1%$7.8M$8.2M+$423.2K2026-11-05
Pacifica Partners Inc.
DECREASED22,88423,154-270-1%$8.4M$8.2M-$138.5K2026-10-09
Krilogy Financial LLC
INCREASED22,72521,251+1,474+7%$7.3M$8.8M+$1.6M2026-10-13
CMH Wealth Management LLC
INCREASED22,70621,954+752+3%$7.5M$8.2M+$626.7K2026-10-22
Chicago Trust Co NA
DECREASED22,52123,775-1,254-5%$8.2M$8.1M-$64.5K2026-10-28
Integrated Advisors Network LLC
DECREASED22,43422,842-408-2%$7.8M$8.1M+$224.2K2026-10-20
Flagship Capital Management Inc.
INCREASED22,31222,202+110+1%$7.6M$8.0M+$400.1K2026-10-20
West Branch Capital LLC
INCREASED22,29422,041+253+1%$7.6M$8.0M+$448.7K2026-10-20
Gibbs Wealth Management
INCREASED22,29319,511+2,782+14%$6.7M$8.0M+$1.3M2026-10-22
Brady Family Wealth, LLC
DECREASED22,27323,265-992-4%$8.0M$8.0M+$21.1K2026-11-02
Eastover Investment Advisors LLC
INCREASED22,22122,014+207+1%$7.6M$8.0M+$431.9K2026-10-05
Cardinal Point Capital Management ULC
INCREASED22,21922,017+202+1%$7.6M$8.0M+$430.3K2026-10-21
Farmers & Merchants Trust Co of Long Beach
DECREASED22,06722,342-275-1%$7.7M$7.9M+$264.0K2026-10-22
Herold Advisors, Inc.
DECREASED22,04822,213-165-1%$7.6M$7.9M+$303.5K2026-10-19
Beacon Financial Group
DECREASED21,99222,211-219-1%$7.6M$7.9M+$281.8K2026-10-19
Petredis Investment Advisors LLC
INCREASED21,98721,946+41+0%$7.5M$7.9M+$371.1K2026-10-20
Carret Asset Management, LLC
INCREASED21,93221,458+474+2%$7.4M$7.9M+$518.8K2026-11-04
Poehling Capital Management, Inc.
DECREASED21,92822,114-186-1%$7.6M$7.9M+$292.3K2026-10-20
Hanson & Doremus Investment Management
INCREASED21,91621,710+206+1%$7.4M$7.9K-$7.4M2026-10-16
B. Riley Wealth Advisors, Inc.
INCREASED21,90017,356+4,544+26%$5.9M$7.9M+$1.9M2026-10-13
Jericho Financial, LLP
INCREASED21,64521,412+233+1%$7.3M$7.8M+$431.6K2026-10-13
Ables, Iannone, Moore & Associates, Inc.
DECREASED21,27222,264-992-4%$7.6M$7.6M+$5.1K2026-10-06
Windmill Hill Asset Management Ltd
INCREASED21,26720,075+1,192+6%$6.9M$7.6M+$754.3K2026-10-28
Conning Inc.
DECREASED21,24023,062-1,822-8%$7.9M$7.6M-$280.2K2026-10-27
Strategic Blueprint, LLC
DECREASED21,20921,380-171-1%$7.3M$7.6M+$285.8K2026-10-22
Apella Capital, LLC
INCREASED21,17321,034+139+1%$7.4M$7.9M+$470.5K2026-10-08
Marks Group Wealth Management, Inc
DECREASED21,15423,658-2,504-11%$8.1M$7.6M-$515.5K2026-11-05
Searle & Co.
DECREASED21,13523,535-2,400-10%$8.1M$7.6M-$480.2K2026-11-04
Torray Investment Partners LLC
DECREASED20,83922,017-1,178-5%$7.6M$7.5M-$65.7K2026-10-30
Journey Advisory Group, LLC
DECREASED20,81621,110-294-1%$7.2M$7.5M+$237.2K2026-11-04
Harold Davidson & Associates Inc.
DECREASED20,70320,828-125-1%$7.1M$7.4M+$293.5K2026-10-29
Sterling Investment Advisors, Ltd.
INCREASED20,69420,668+26+0%$7.1M$7.4M+$345.2K2026-10-27
Benedict Financial Advisors Inc
DECREASED20,63421,298-664-3%$7.3M$7.4M+$107.2K2026-10-07
Decker Wealth Management LLC
INCREASED20,59418,051+2,543+14%$6.2M$7.4M+$1.2M2026-10-09
Profund Advisors LLC
INCREASED20,54818,399+2,149+12%$6.3M$7.4M+$1.1M2026-10-29
PFG Advisors
NEW20,529—+20,529——$7.4M—2026-10-16
Harmony Asset Management LLC
DECREASED20,44520,779-334-2%$7.1M$7.3M+$217.2K2026-10-20
LVW Advisors, LLC
DECREASED20,41320,704-291-1%$7.1M$7.3M+$231.8K2026-10-19
Capital Investment Advisory Services, LLC
INCREASED20,21719,892+325+2%$6.8M$7.3M+$448.4K2026-10-30
Hosking Partners LLP
DECREASED20,18321,632-1,449-7%$7.4M$7.3M-$169.4K2026-10-21
SeaCrest Wealth Management, LLC
DECREASED20,08420,811-727-3%$7.1M$7.2M+$77.0K2026-10-21
Oliver Luxxe Assets LLC
DECREASED19,97220,270-298-1%$7.0M$7.2M+$222.1K2026-10-14
Mendel Money Management
DECREASED19,95120,088-137-1%$6.9M$7.2M+$277.3K2026-11-02
Aviance Capital Partners, LLC
INCREASED19,93219,597+335+2%$6.7M$7.2M+$438.6K2026-10-29
Soltis Investment Advisors LLC
INCREASED19,91619,297+619+3%$6.6M$7.2M+$535.9K2026-10-28
Sitrin Capital Management LLC
DECREASED19,79819,972-174-1%$6.9M$7.1M+$261.9K2026-10-19
Lakehouse Capital Pty Ltd
UNCHANGED19,79119,79100%$6.8M$7.1K-$6.8M2026-10-06
Tower View Wealth Management LLC
INCREASED19,75318,494+1,259+7%$6.3M$7.1M+$752.9K2026-10-23
Sterling Investment Management, LLC
DECREASED19,71320,608-895-4%$7.1M$7.1M+$13.1K2026-10-16
Symphony Financial, Ltd. Co.
DECREASED19,70821,517-1,809-8%$7.4M$7.1M-$231.7K2026-10-22
Investment Research & Advisory Group, Inc.
DECREASED19,68719,810-123-1%$6.8M$7.1M+$292.6K2026-10-19
Plimoth Trust Co LLC
INCREASED19,68619,544+142+1%$6.7M$7.1M+$368.4K2026-10-26
Eagle Capital Management, LLC
DECREASED19,68120,434-753-4%$7.0K$7.1K+$612026-10-19
Sawyer & Company, Inc
DECREASED19,58920,218-629-3%$6.9M$7.0M+$102.3K2026-10-21
Burney Co/
DECREASED19,57419,738-164-1%$6.8M$7.0M+$261.9K2026-10-15
TD Private Client Wealth LLC
DECREASED19,54219,732-190-1%$6.8M$7.0M+$252.2K2026-10-28
Mitchell Capital Management Co
DECREASED19,48619,769-283-1%$6.8M$7.0M+$219.4K2026-10-29
Blue Zone Wealth Advisors, LLC
DECREASED19,45928,218-8,759-31%$9.7M$7.0M-$2.7M2026-10-19
Asset One Wealth Management LLC
INCREASED19,39017,201+2,189+13%$6.1M$7.0M+$858.7K2026-11-02
Guinness Atkinson Asset Management Inc
DECREASED19,26219,542-280-1%$6.7M$6.9M+$216.7K2026-11-05
Portfolio Design Labs, LLC
INCREASED19,21917,756+1,463+8%$6.1M$6.9M+$814.1K2026-11-04
RBA Wealth Management, LLC
INCREASED19,15817,969+1,189+7%$6.2M$6.9M+$719.1K2026-10-28
SP Asset Management LLC
INCREASED19,08219,050+32+0%$6.5M$6.9M+$320.8K2026-11-05
Patriot Financial Group Insurance Agency, LLC
INCREASED19,01518,553+462+2%$6.4M$6.8M+$467.8K2026-10-14
Secure Asset Management, LLC
DECREASED18,98819,053-650%$6.5M$6.8M+$286.1K2026-10-19
Kathmere Capital Management, LLC
INCREASED18,95517,375+1,580+9%$6.0M$6.8M+$849.9K2026-10-20
First National Bank of Mount Dora, Trust Investment Services
INCREASED18,93715,520+3,417+22%$5.3M$6.8M+$1.5M2026-10-21
Obermeyer Wealth Partners
DECREASED18,93022,822-3,892-17%$7.8M$6.8M-$1.0M2026-10-21
Hunter Associates Investment Management LLC
INCREASED18,91018,857+53+0%$6.5M$6.8K-$6.5M2026-10-26
Marathon Wealth Advisors LLC
INCREASED18,81018,744+66+0%$6.4M$6.8M+$328.0K2026-11-04
M Holdings Securities, Inc.
INCREASED18,76518,746+19+0%$6.3K$7.7K+$1.4K2026-11-03
Kingswood Wealth Advisors, LLC
INCREASED18,76218,319+443+2%$6.3M$6.7M+$456.7K2026-10-23
First Nebraska Trust Co
DECREASED18,75419,377-623-3%$6.6M$6.7M+$90.5K2026-10-30
Trust Asset Management LLC
DECREASED18,72218,760-380%$6.4M$6.7M+$291.0K2026-11-03
Birch Hill Investment Advisors LLC
INCREASED18,62317,459+1,164+7%$6.0M$6.7M+$701.8K2026-10-16
Lighthouse Financial Services Inc
INCREASED18,58017,640+940+5%$6.2M$6.7M+$483.5K2026-11-02
Bochk Asset Management Ltd
INCREASED18,50013,000+5,500+42%$4.5M$6.6M+$2.2M2026-10-29
MCF Advisors LLC
DECREASED18,45918,607-148-1%$6.4M$6.6M+$248.7K2026-10-28
KMG Fiduciary Partners, LLC
DECREASED18,44819,526-1,078-6%$6.7M$6.6M-$70.1K2026-10-14
Linden Thomas Advisory Services, LLC
INCREASED18,42418,352+72+0%$6.3M$6.6M+$323.9K2026-10-19
JLB & Associates Inc
UNCHANGED18,40318,40300%$6.3M$6.3M$02026-10-27
Avidian Wealth Enterprises, LLC
DECREASED18,35618,359-30%$6.3M$6.6M+$296.9K2026-10-08
Norden Group LLC
DECREASED18,34718,639-292-2%$6.4M$6.6M+$198.4K2026-10-20
Mirador Capital Partners LP
DECREASED18,32618,333-70%$6.3M$6.6M+$295.1K2026-10-09
Sigma Investment Counselors Inc
INCREASED18,29516,378+1,917+12%$5.6M$6.6M+$954.8K2026-10-27
Vista Investment Partners LLC
DECREASED18,10118,343-242-1%$6.3M$6.5M+$212.2K2026-10-08
Azzad Asset Management Inc
INCREASED18,07617,967+109+1%$6.2M$6.5M+$330.8K2026-11-04
Butensky & Cohen Financial Security, Inc
INCREASED17,96417,845+119+1%$6.1M$6.5M+$332.6K2026-10-13
First Fiduciary Investment Counsel, Inc.
INCREASED17,95716,485+1,472+9%$5.7M$6.5K-$5.6M2026-10-27
Sky Investment Group LLC
INCREASED17,9558,187+9,768+119%$2.8M$6.5M+$3.6M2026-10-30
Commonwealth Retirement Investments LLC
INCREASED17,85417,747+107+1%$6.1M$6.4M+$326.7K2026-10-26
Beacon Bank & Trust
DECREASED17,80018,541-741-4%$6.4M$6.4M+$34.8K2026-10-27
Bretton Capital Management, LLC
UNCHANGED17,80017,80000%$6.1M$6.4M+$289.1K2026-10-22
Codex Capital Asset Management L.L.C.
UNCHANGED17,77917,77900%$6.1M$6.4M+$288.7K2026-10-30
Parkside Financial Bank & Trust
DECREASED17,77018,015-245-1%$6.2M$6.4M+$204.7K2026-10-27
Signet Investment Advisory Group, Inc.
INCREASED17,70017,518+182+1%$6.0M$6.4M+$349.9K2026-10-30
Bahl & Gaynor LLC
DECREASED17,64917,882-233-1%$6.1M$6.3M+$206.7K2026-11-05
Connecticut Wealth Management, LLC
DECREASED17,60917,849-240-1%$6.1M$6.3M+$203.7K2026-10-13
Shelter Rock Management, LLC
DECREASED17,57617,754-178-1%$6.1M$6.3M+$222.6K2026-10-09
Davis-Rea Ltd.
DECREASED17,47818,026-548-3%$6.2M$6.3M+$95.8K2026-10-13
Harrell Investment Partners, LLC
DECREASED17,31617,429-113-1%$6.0M$6.2M+$242.6K2026-10-15
Wendell David Associates Inc
DECREASED17,30718,178-871-5%$6.2M$6.2K-$6.2M2026-10-27
Victrix Investment Advisors
INCREASED17,30616,018+1,288+8%$5.5M$6.2M+$723.0K2026-10-13
Family Legacy, Inc.
INCREASED17,26017,017+243+1%$5.8M$6.2M+$363.7K2026-10-13
Kenora Financial, LLC
INCREASED17,23717,133+104+1%$5.9M$6.2M+$315.6K2026-10-20
Premier Path Wealth Partners, LLC
INCREASED17,14216,294+848+5%$5.6M$6.2M+$569.5K2026-10-16
Legacy CG, LLC
DECREASED17,12618,512-1,386-7%$6.4M$6.2M-$197.4K2026-10-30
New England Research & Management, Inc.
INCREASED17,09515,495+1,600+10%$5.3M$6.1M+$826.6K2026-10-16
Allen Mooney & Barnes Investment Advisors LLC
DECREASED17,07217,504-432-2%$6.0M$6.1M+$129.0K2026-10-08
True North Advisors, LLC
DECREASED16,96519,506-2,541-13%$6.7M$6.1M-$596.3K2026-10-22
ICW Investment Advisors LLC
DECREASED16,93717,129-192-1%$5.9M$6.1M+$209.3K2026-10-27
ROI Financial Advisors, LLC
DECREASED16,93217,312-380-2%$5.9M$6.1M+$144.8K2026-10-19
Globalt Investments LLC / GA
DECREASED16,93117,435-504-3%$6.0M$6.1M+$102.0K2026-10-27
Berbice Capital Management LLC
DECREASED16,90216,912-100%$5.8M$6.1M+$271.1K2026-10-13
BG Investment Services, LLC
NEW16,874—+16,874——$6.1M—2026-10-23
Leelyn Smith, LLC
INCREASED16,86316,840+23+0%$5.8M$6.1M+$281.7K2026-11-03
Financial Management Network Inc
DECREASED16,81816,941-123-1%$6.1M$6.1M-$8.9K2026-10-09
Great Lakes Retirement, Inc.
INCREASED16,78316,165+618+4%$5.5M$6.0M+$484.8K2026-10-26
Diversified Enterprises, LLC
INCREASED16,78215,402+1,380+9%$5.3M$6.0M+$745.9K2026-10-19
SevenBridge Financial Group, LLC
INCREASED16,71216,651+61+0%$6.0M$6.8M+$758.5K2026-10-26
NBT Bank, N.A.
INCREASED16,70216,678+24+0%$5.7M$6.0M+$279.5K2026-10-21
Means Investment Co., Inc.
DECREASED16,62617,035-409-2%$5.8M$6.0M+$129.8K2026-11-03
Fragasso Financial Advisors Inc
INCREASED16,56916,401+168+1%$5.6M$6.4M+$759.5K2026-10-13
Brick & Kyle, Associates
DECREASED16,56216,593-310%$5.0M$6.0M+$936.2K2026-11-05
Mine & Arao Wealth Creation & Management, Llc.
INCREASED16,47015,999+471+3%$5.5M$5.9M+$428.8K2026-10-29
Iowa State Bank
DECREASED16,43916,996-557-3%$5.8M$5.9M+$75.9K2026-10-06
Kerusso Capital Management LLC
INCREASED16,43714,911+1,526+10%$5.1M$5.9M+$790.5K2026-10-27
Physicians Financial Services, Inc.
DECREASED16,43716,663-226-1%$5.7M$5.9K-$5.7M2026-11-04
Jacobi Capital Management LLC
INCREASED16,43216,387+45+0%$5.6M$5.9M+$282.5K2026-11-05
Cottage Street Advisors LLC
DECREASED16,38716,473-86-1%$5.7M$5.9M+$200.2K2026-10-19
Rockline Wealth Management, LLC
INCREASED16,33816,237+101+1%$5.6M$5.9M+$300.0K2026-10-26
Magnus Financial Group LLC
INCREASED16,31216,119+193+1%$5.5M$5.9M+$331.0K2026-10-21
Canton Hathaway, LLC
UNCHANGED16,27616,27600%$5.6M$5.8M+$264.3K2026-10-23
Davidson Capital Management Inc.
INCREASED16,26915,896+373+2%$5.5M$5.8M+$392.2K2026-10-15
Roberts Wealth Advisors, LLC
INCREASED16,25316,175+78+0%$5.5M$5.8M+$290.7K2026-10-14
Robbins Farley
DECREASED16,23218,277-2,045-11%$6.3M$5.8M-$438.0K2026-10-21
Reynders McVeigh Capital Management, LLC
DECREASED16,22916,677-448-3%$5.7M$5.8M+$109.6K2026-10-30
Leuthold Group, LLC
DECREASED16,20016,544-344-2%$5.7M$5.8M+$145.1K2026-11-04
71 West Capital Partners
INCREASED16,19315,644+549+4%$5.4M$5.8M+$451.3K2026-11-04
Diligent Investors, LLC
DECREASED16,19116,347-156-1%$5.6M$5.8M+$209.2K2026-10-21
CRA Financial Services, LLC
INCREASED16,18616,161+25+0%$5.5M$5.8M+$271.5K2026-10-16
ANB Bank
DECREASED16,13016,212-82-1%$5.6M$5.8M+$233.8K2026-10-09
Foyston, Gordon & Payne Inc
DECREASED16,10718,995-2,888-15%$6.5M$5.8M-$729.3K2026-11-02
Maia Wealth LLC
INCREASED16,10614,770+1,336+9%$5.1M$5.8M+$720.2K2026-10-19
Capricorn Fund Managers Ltd
DECREASED16,07920,555-4,476-22%$7.1M$5.8M-$1.3M2026-11-03
Grove Bank & Trust
DECREASED15,99716,173-176-1%$5.5M$5.7M+$199.4K2026-10-08
Legacy Wealth Management, LLC / MS
DECREASED15,95417,730-1,776-10%$6.1M$5.7M-$350.2K2026-10-30
AMI Investment Management Inc
DECREASED15,91516,733-818-5%$5.7M$5.7M-$22.2K2026-10-27
Cigna Investments Inc
INCREASED15,81115,623+188+1%$5.4M$5.7K-$5.4M2026-10-19
VestGen Advisors, LLC
DECREASED15,73516,688-953-6%$5.7M$5.7M-$71.5K2026-10-27
Cove Private Wealth, LLC
INCREASED15,72914,379+1,350+9%$4.9M$5.7M+$718.6K2026-10-28
Fulcrum Asset Management LLP
INCREASED15,70814,554+1,154+8%$5.0M$5.7M+$774.9K2026-11-04
Sage Investment Advisers LLC
DECREASED15,68115,787-106-1%$5.4M$5.6M+$218.2K2026-10-21
Founders Financial Securities LLC
INCREASED15,62615,190+436+3%$5.2M$5.6M+$403.3K2026-10-28
Capital Asset Advisory Services LLC
INCREASED15,61911,091+4,528+41%$3.8M$6.5M+$2.7M2026-10-30
Independent Solutions Wealth Management, LLC
INCREASED15,61215,570+42+0%$5.3M$5.6M+$268.0K2026-10-28
Cherry Creek Investment Advisors, Inc.
DECREASED15,57315,611-380%$5.4M$5.6M+$240.1K2026-10-14
Csenge Advisory Group
INCREASED15,56910,723+4,846+45%$3.7M$5.6M+$1.9M2026-11-04
Procyon Advisors, LLC
DECREASED15,56616,086-520-3%$5.5M$5.6M+$74.3K2026-10-21
Deane Retirement Strategies, Inc.
DECREASED15,55815,716-158-1%$5.4M$5.6M+$203.1K2026-10-09
Aprio Wealth Management, LLC
INCREASED15,52614,249+1,277+9%$4.9M$5.6M+$690.1K2026-10-28
William Allan Corp
INCREASED15,39815,351+47+0%$5.3M$5.5M+$266.4K2026-10-14
Pinnacle Wealth Management Advisory Group, LLC
INCREASED15,38515,302+83+1%$5.3M$5.5M+$278.3K2026-10-23
Triad Investment Management
INCREASED15,37915,189+190+1%$5.2M$5.5M+$314.9K2026-10-13
First Horizon Corp
DECREASED15,34515,587-242-2%$5.3M$5.5M+$166.2K2026-10-26
Hartford Financial Management Inc.
INCREASED15,34515,340+5+0%$5.3M$5.5M+$251.0K2026-10-21
Oak Asset Management, LLC
DECREASED15,31315,337-240%$5.3M$5.5M+$240.4K2026-10-13
Avestar Capital, LLC
DECREASED15,28917,120-1,831-11%$5.9M$5.5M-$379.9K2026-10-28
AMG National Trust Bank
INCREASED15,19914,573+626+4%$5.0M$5.5M+$461.7K2026-11-05
Wright Investors Service Inc
INCREASED15,18515,175+10+0%$5.2M$5.5M+$250.0K2026-11-02
Left Brain Wealth Management, LLC
DECREASED15,17515,207-320%$5.2M$5.5M+$235.5K2026-10-28
Private Trust Co NA
INCREASED15,16814,256+912+6%$4.9M$5.5M+$559.5K2026-10-20
EverSource Wealth Advisors, LLC
INCREASED15,10614,656+450+3%$5.0M$5.4M+$399.7K2026-11-04
Certuity, LLC
DECREASED15,09915,123-240%$5.2M$5.4M+$236.7K2026-11-02
Prevail Innovative Wealth Advisors, LLC
INCREASED15,09412,251+2,843+23%$4.2M$5.6M+$1.4M2026-10-20
Viking Fund Management LLC
UNCHANGED15,00015,00000%$5.1M$5.4M+$243.6K2026-10-14
Clear Trail Advisors, LLC
INCREASED14,99111,736+3,255+28%$4.0M$5.4M+$1.4M2026-10-20
Watchman Group, Inc.
DECREASED14,95314,968-150%$5.1M$5.4M+$237.7K2026-10-16
Greenwood Capital Associates LLC
INCREASED14,93814,724+214+1%$5.1M$5.4M+$316.0K2026-10-27
Trust Point Inc.
INCREASED14,91713,347+1,570+12%$4.6M$5.4M+$780.9K2026-10-27
Legacy Private Trust Co.
DECREASED14,90114,961-600%$5.1M$5.4M+$221.4K2026-10-06
Lockheed Martin Investment Management Co
DECREASED14,88021,700-6,820-31%$7.4M$5.3M-$2.1M2026-11-04
RIA Advisory Group LLC
DECREASED14,85021,582-6,732-31%$7.4M$5.3M-$2.1M2026-10-15
Platform Technology Partners
INCREASED14,82514,633+192+1%$5.0M$5.3M+$306.8K2026-11-02
Asset Dedication, LLC
DECREASED14,80014,974-174-1%$5.1M$5.3M+$180.6K2026-11-03
Brooklands Fund Management Ltd
NEW14,725—+14,725——$5.3M—2026-10-28
Buckhead Capital Management LLC
DECREASED14,67214,706-340%$5.0M$5.3M+$226.6K2026-11-03
Cordgrass Capital Advisors, LLC
DECREASED14,60714,637-300%$5.0M$5.2M+$226.9K2026-10-30
Bath Savings Trust Co
DECREASED14,57916,047-1,468-9%$5.5M$5.2M-$266.9K2026-10-07
Hohimer Wealth Management, LLC
DECREASED14,57816,837-2,259-13%$5.8M$5.2M-$538.3K2026-11-04
NTV Asset Management LLC
INCREASED14,56312,550+2,013+16%$4.3M$5.2M+$927.2K2026-10-23
Cooper Financial Group
INCREASED14,54312,767+1,776+14%$4.4M$5.2M+$845.7K2026-10-07
AlphaStar Capital Management, LLC
INCREASED14,41412,674+1,740+14%$4.3M$5.2M+$831.2K2026-10-16
MV Capital Management, Inc.
DECREASED14,40314,579-176-1%$5.0M$5.2M+$173.5K2026-10-29
Montecito Bank & Trust
INCREASED14,36114,275+86+1%$4.9M$5.2M+$262.7K2026-10-01
Buttonwood Financial Advisors Inc.
DECREASED14,30114,501-200-1%$5.0M$5.1M+$163.6K2026-10-13
Acumen Wealth Advisors, LLC
INCREASED14,26413,764+500+4%$4.7M$5.1M+$403.2K2026-11-05
Aljian Capital Management, LLC
DECREASED14,24314,606-363-2%$5.0M$5.1M+$106.6K2026-10-28
New Hampshire Trust
DECREASED14,16714,411-244-2%$4.9M$5.1M+$146.4K2026-10-20
WD Rutherford LLC
DECREASED14,11014,720-610-4%$5.1M$5.1M+$19.9K2026-10-26
Old Mission Investment Co LLC
DECREASED14,03814,182-144-1%$4.9M$5.0M+$178.6K2026-10-22
Moneco Advisors, LLC
INCREASED14,00313,088+915+7%$4.5M$5.0M+$541.3K2026-11-05
Channing Global Advisors, LLC
INCREASED13,94913,291+658+5%$4.6M$5.0M+$452.3K2026-11-03
Northcape Wealth Management, LLC
DECREASED13,86814,304-436-3%$4.9M$5.0M+$75.7K2026-11-04
Huntleigh Advisors, Inc.
INCREASED13,84713,788+59+0%$4.7M$5.0M+$245.2K2026-11-03
Everhart Financial Group, Inc.
INCREASED13,84213,148+694+5%$4.5M$5.0M+$462.9K2026-10-08
Essex Bank
DECREASED13,83414,123-289-2%$4.8M$5.0M+$125.5K2026-10-16
Kingdom Financial Group Llc.
DECREASED13,80813,835-270%$2.4M$2.5M+$96.5K2026-11-04
GS Investments, Inc.
DECREASED13,80013,822-220%$4.7M$5.0M+$216.6K2026-11-05
Biltmore Family Office, LLC
DECREASED13,78014,118-338-2%$4.8M$5.0M+$107.8K2026-11-03
Curbstone Financial Management Corp
DECREASED13,76213,772-100%$4.7M$4.9M+$220.1K2026-10-21
Xxec, Inc.
DECREASED13,716126,672-112,956-89%$41.4M$4.9M-$36.4M2026-11-05
Gryphon Financial Partners LLC
INCREASED13,70813,410+298+2%$4.6M$4.9M+$324.9K2026-11-04
Howard Capital Management, LLC
DECREASED13,69513,865-170-1%$4.8M$4.9M+$164.2K2026-10-16
Everett Harris & Co
INCREASED13,67313,574+99+1%$4.7M$4.9M+$256.1K2026-10-28
Bell Bank
DECREASED13,66517,513-3,848-22%$6.0M$4.9M-$1.1M2026-10-21
Acropolis Investment Management, LLC
DECREASED13,56413,756-192-1%$4.7M$4.9M+$154.3K2026-10-08
Cohen Investment Advisors LLC
DECREASED13,52314,226-703-5%$4.9M$4.9M-$21.6K2026-10-20
Busey Bank
DECREASED13,51613,966-450-3%$4.8M$4.9M+$65.1K2026-10-26
Clear Creek Financial Management, LLC
DECREASED13,51613,625-109-1%$4.7M$4.9M+$182.3K2026-10-28
Avior Wealth Management, LLC
DECREASED13,50014,520-1,020-7%$5.0M$4.9M-$130.7K2026-10-13
Argentarii, LLC
DECREASED13,44313,473-300%$4.9M$4.8M-$57.8K2026-10-28
S.E.E.D. Planning Group LLC
DECREASED13,37414,005-631-5%$4.8M$4.8M+$4272026-10-07
Thrive Capital Management, LLC
DECREASED13,33414,233-899-6%$4.9M$4.8M-$91.8K2026-10-28
Stenger Family Office, LLC
INCREASED13,32012,287+1,033+8%$4.2M$5.3M+$1.1M2026-10-22
CFC Planning Co LLC
INCREASED13,30511,698+1,607+14%$4.0M$4.8M+$767.8K2026-10-28
Indivisible Partners
INCREASED13,29710,761+2,536+24%$3.7M$4.8M+$1.1M2026-10-26
Katamaran Capital LLP
DECREASED13,26935,777-22,508-63%$12.3M$4.8M-$7.5M2026-10-27
Lynch Asset Management, Inc.
UNCHANGED13,25013,25000%$4.5M$4.8M+$215.2K2026-10-28
Midwest Professional Planners, Ltd.
INCREASED13,24213,142+100+1%$4.5M$4.8M+$249.5K2026-10-29
Aries Wealth Management
INCREASED13,13013,021+109+1%$4.5M$4.7M+$250.6K2026-10-23
Associated Banc-Corp
DECREASED13,10714,427-1,320-9%$4.9M$4.7M-$240.0K2026-10-30
Cornerstone Wealth Management, LLC
INCREASED13,08112,809+272+2%$4.4M$4.7M+$305.9K2026-11-04
J.Safra Asset Management Corp
INCREASED13,02912,148+881+7%$4.2M$4.7M+$513.8K2026-11-03
VCI Wealth Management LLC
INCREASED12,97012,741+229+2%$4.4M$4.7M+$289.2K2026-10-29
Louisbourg Investments Inc.
INCREASED12,96112,869+92+1%$3.4M$3.6M+$196.4K2026-10-20
Tilia Fiduciary Partners, Inc.
INCREASED12,95112,816+135+1%$4.4M$4.7M+$256.4K2026-10-09
Oxler Private Wealth LLC
DECREASED12,94113,012-71-1%$4.5M$4.7M+$185.9K2026-10-21
Strong Retirement Solutions LLC
DECREASED12,92413,524-600-4%$4.6M$4.6M+$4.0K2026-10-07
Weaver Capital Management LLC
INCREASED12,82712,628+199+2%$3.8M$4.6M+$792.2K2026-10-15
Excalibur Management Corp
INCREASED12,78012,753+27+0%$4.4M$4.6M+$217.2K2026-11-02
PDS Planning, Inc
INCREASED12,75612,513+243+2%$4.3M$4.6M+$290.4K2026-11-03
Wolff Wiese Magana LLC
DECREASED12,74312,786-430%$4.4M$4.6M+$192.3K2026-10-15
Quadcap Wealth Management, LLC
DECREASED12,69012,986-296-2%$4.5M$4.6M+$104.5K2026-11-02
Nvwm, LLC
DECREASED12,65512,660-50%$4.3M$4.5M+$203.8K2026-10-14
Wesbanco Bank Inc
DECREASED12,63217,039-4,407-26%$5.8M$4.5M-$1.3M2026-11-04
Bank of Stockton
DECREASED12,53312,961-428-3%$4.4M$4.5M+$56.7K2026-10-20
First National Bank Sioux Falls
DECREASED12,52912,642-113-1%$4.0M$4.5M+$518.6K2026-10-13
Arrow Financial Corp
DECREASED12,38513,478-1,093-8%$4.6M$4.5M-$173.9K2026-10-26
Glass Wealth Management Co LLC
INCREASED12,29311,481+812+7%$3.9M$4.4M+$478.2K2026-10-28
Central Pacific Bank - Trust Division
DECREASED12,24312,604-361-3%$4.3M$4.4M+$75.0K2026-10-06
Lake Street Private Wealth, LLC
DECREASED12,22312,354-131-1%$4.2M$4.4M+$153.4K2026-10-22
Milestone Asset Management, LLC
INCREASED12,17611,378+798+7%$3.9M$4.4M+$471.7K2026-10-15
Blue Trust, Inc.
DECREASED12,17412,713-539-4%$4.4M$4.4M+$12.8K2026-10-15
Relyea Zuckerberg Hanson LLC
DECREASED12,17113,525-1,354-10%$4.6M$4.4M-$266.9K2026-10-20
Capital Advisors Wealth Management, LLC
INCREASED12,15812,062+96+1%$4.1M$4.4M+$230.4K2026-10-09
Global Wealth Strategies & Associates
INCREASED12,15111,682+469+4%$4.0M$4.4M+$358.2K2026-10-02
Radnor Capital Management, LLC
INCREASED12,14111,829+312+3%$4.1M$4.4M+$304.2K2026-10-23
Doliver Advisors, LP
DECREASED12,10712,195-88-1%$4.2M$4.4M+$166.4K2026-10-01
Wespac Advisors SoCal, LLC
DECREASED12,08212,218-136-1%$4.2M$4.3M+$149.8K2026-10-13
Shaker Investments LLC
NEW12,079—+12,079——$4.3M—2026-11-05
Regatta Capital Group, LLC
INCREASED12,06212,048+14+0%$4.1M$4.3M+$200.5K2026-10-23
Cordatus Wealth Management LLC
DECREASED12,06112,376-315-3%$4.2M$4.3M+$87.8K2026-10-19
Columbia Bank
INCREASED12,00711,139+868+8%$3.8M$4.3M+$492.8K2026-10-29
SJS Investment Consulting Inc.
INCREASED11,99311,046+947+9%$3.8M$4.3M+$519.6K2026-10-26
Farmers & Merchants Trust Co of Chambersburg PA
DECREASED11,97912,562-583-5%$4.3M$4.3K-$4.3M2026-10-14
Bell Asset Management Ltd
DECREASED11,93226,226-14,294-54%$9.0M$4.3M-$4.7M2026-10-08
Brown Miller Wealth Management, LLC
DECREASED11,91111,930-190%$4.1M$4.3M+$187.0K2026-11-02
Martin Capital Advisors, LLP
DECREASED11,90111,909-80%$4.1M$4.3M+$190.5K2026-10-15
Compton Wealth Advisory Group, LLC
INCREASED11,86711,498+369+3%$4.0M$4.3M+$233.7K2026-10-13
Corbyn Investment Management Inc
DECREASED11,85912,258-399-3%$4.2M$4.3M+$55.7K2026-10-30
Alta Advisers Ltd
INCREASED11,7986,632+5,166+78%$2.3M$4.2M+$2.0M2026-11-02
Formidable Asset Management, LLC
DECREASED11,75011,880-130-1%$3.6M$4.0M+$440.6K2026-11-03
Roxbury Financial LLC
INCREASED11,68111,108+573+5%$3.8M$4.2M+$386.3K2026-10-01
Snider Financial Group
INCREASED11,67111,522+149+1%$4.0M$4.2M+$240.8K2026-10-16
Allen Operations LLC
UNCHANGED11,66811,66800%$4.0M$4.2M+$189.5K2026-11-03
Duncker Streett & Co Inc
INCREASED11,65711,649+8+0%$4.0M$4.2M+$192.0K2026-10-27
Financial Advisory Partners, LLC
DECREASED11,64611,775-129-1%$4.0M$4.2M+$144.9K2026-10-23
Souders Financial Advisors
INCREASED11,63610,624+1,012+10%$3.6M$4.2M+$536.1K2026-11-03
Mattern Wealth Management LLC
INCREASED11,62711,491+136+1%$3.9M$4.2M+$235.5K2026-11-04
Scheeler Financial LLC
NEW11,595—+11,595——$4.2M—2026-10-13
ASK Capital Investment Managers, LLC
NEW11,573—+11,573——$4.2M—2026-10-14
Pinnacle Wealth Planning Services, Inc.
INCREASED11,45411,282+172+2%$3.9M$4.1M+$245.0K2026-10-27
RMR Wealth Builders
DECREASED11,43613,850-2,414-17%$4.8M$4.1M-$642.5K2026-10-22
Concord Wealth Partners
DECREASED11,39711,623-226-2%$4.0M$4.1M+$107.4K2026-11-02
AK Global Asset Management, LLC
UNCHANGED11,35011,35000%$3.9M$4.1M+$184.3K2026-10-27
HF Advisory Group, LLC
DECREASED11,33911,433-94-1%$3.9M$4.1M+$151.7K2026-10-09
Nicholas Hoffman & Company, Llc.
INCREASED11,33711,203+134+1%$3.8M$4.1M+$230.2K2026-10-30
Koa Wealth Management, LLC
DECREASED11,29611,528-232-2%$4.0M$4.1M+$103.9K2026-10-14
Gables Capital Management Inc.
UNCHANGED11,29011,29000%$3.9M$4.1M+$183.4K2026-11-04
United Asset Strategies, Inc.
DECREASED11,28713,363-2,076-16%$4.6M$4.1M-$529.0K2026-10-28
Elevation Point Wealth Partners, LLC
DECREASED11,27941,866-30,587-73%$14.4M$4.1M-$10.3M2026-11-05
Perpetual Ltd
DECREASED11,26012,269-1,009-8%$4.2M$4.0M-$163.3K2026-10-13
Mystic Asset Management, Inc.
DECREASED11,25511,284-290%$3.9M$4.0M+$172.9K2026-10-15
Arjuna Capital
INCREASED11,24311,238+5+0%$3.9M$4.0M+$184.3K2026-11-03
Keudell ison Wealth Management
DECREASED11,12111,238-117-1%$3.9M$4.0M+$140.6K2026-10-16
Avantax Planning Partners, Inc.
DECREASED11,10112,585-1,484-12%$4.3M$4.0M-$328.9K2026-11-03
Joel Isaacson & Co., LLC
INCREASED11,09410,799+295+3%$3.7M$4.0M+$281.4K2026-11-05
180 Wealth Advisors, LLC
DECREASED11,08711,257-170-2%$3.9M$4.0M+$121.7K2026-11-03
Focus Financial Network, Inc.
INCREASED11,07810,961+117+1%$3.8M$4.0M+$220.2K2026-10-14
Sterling Investment Counsel, LLC
DECREASED11,07211,359-287-3%$3.9M$4.0M+$81.3K2026-10-19
Gallagher Capital Advisors, LLC
DECREASED11,04911,061-120%$3.8M$4.0M+$175.1K2026-10-09
GF Fund Management Co. Ltd.
UNCHANGED11,01811,01800%$3.8M$4.0M+$178.9K2026-10-26
Visionary Wealth Advisors
DECREASED10,98711,093-106-1%$3.8M$3.9M+$142.2K2026-11-04
Gilliland Jeter Wealth Management LLC
DECREASED10,98011,075-95-1%$3.8M$3.9M+$145.8K2026-10-28
Focused Alpha, LLC
INCREASED10,97110,621+350+3%$3.6M$3.9M+$298.3K2026-10-20
DDD Partners, LLC
INCREASED10,9295,962+4,967+83%$2.0M$3.9M+$1.9M2026-11-02
Baker Tilly Wealth Management, LLC
DECREASED10,79310,956-163-1%$3.8M$3.9M+$119.4K2026-10-05
Supplemental Annuity Collective Trust of NJ
INCREASED10,78210,645+137+1%$3.7M$3.9M+$222.1K2026-11-02
Castle Rock Wealth Management, LLC
DECREASED10,68611,467-781-7%$4.0M$4.0M-$65.3K2026-10-09
Revolve Wealth Partners, LLC
DECREASED10,66711,556-889-8%$4.0M$3.8M-$131.9K2026-10-23
South Shore Capital Advisors
DECREASED10,58810,824-236-2%$3.7M$3.8M+$90.8K2026-10-20
Fairfield Financial Advisors, LTD
DECREASED10,57911,367-788-7%$3.9M$3.8M-$98.5K2026-10-14
Impact Capital Partners LLC
DECREASED10,56810,770-202-2%$3.7M$3.8M+$102.3K2026-10-22
Cornerstone Planning, LLC
INCREASED10,50110,452+49+0%$3.6M$3.7M+$64.2K2026-10-27
Lindsell Train Ltd
UNCHANGED10,50010,50000%$3.6M$3.8M+$170.5K2026-11-02
Solstein Capital, LLC
UNCHANGED10,47710,47700%$3.6M$3.8M+$170.1K2026-11-02
R2 Capital Strategies, LLC
DECREASED10,45610,481-250%$3.6M$3.8M+$161.2K2026-10-15
United Advisor Group, LLC
INCREASED10,4419,143+1,298+14%$3.1M$3.8M+$614.8K2026-11-03
StoneX Group Inc.
DECREASED10,41911,966-1,547-13%$4.1M$3.7M-$355.4K2026-11-03
Wealth Alliance Advisory Group, LLC
INCREASED10,4087,124+3,284+46%$2.4M$3.7M+$1.3M2026-10-14
Clark Asset Management, LLC
DECREASED10,39310,563-170-2%$3.6M$3.7M+$110.6K2026-10-19
Towne Trust Company, N.a
INCREASED10,36610,273+93+1%$3.5M$3.7M+$200.3K2026-10-28
Richwood Investment Advisors, LLC
INCREASED10,35810,231+127+1%$3.5M$3.7M+$212.1K2026-10-30
Winthrop Advisory Group LLC
INCREASED10,31210,289+23+0%$3.5M$3.7M+$175.1K2026-10-22
AGP Franklin, LLC
INCREASED10,29510,041+254+3%$3.4M$3.7M+$254.3K2026-11-04
St. Louis Financial Planners Asset Management, LLC
INCREASED10,28010,176+104+1%$3.7M$3.9M+$176.1K2026-10-16
Sowa Financial Group, Inc.
DECREASED10,26010,953-693-6%$3.8M$3.7K-$3.8M2026-10-26
Philadelphia Trust Co
DECREASED10,25815,494-5,236-34%$5.3M$3.7K-$5.3M2026-11-05
BAR Harbor Wealth Management
DECREASED10,21010,296-86-1%$3.5M$3.7M+$136.3K2026-10-21
Summit Place Financial Advisors, LLC
DECREASED10,17711,063-886-8%$3.8M$3.7M-$138.7K2026-10-23
Kestra Investment Management, LLC
INCREASED10,1737,568+2,605+34%$2.6M$3.7M+$1.1M2026-11-04
MSH Capital Advisors LLC
INCREASED10,1539,625+528+5%$3.3M$3.6M+$346.4K2026-11-03
Lynx Capital Group LTD
DECREASED10,13510,138-30%$3.5M$3.6M+$163.2K2026-11-04
Heck Capital Advisors, LLC
INCREASED10,0471,901+8,146+429%$652.2K$3.6M+$3.0M2026-10-14
Boomfish Wealth Group, LLC
INCREASED10,0289,937+91+1%$3.4M$3.6M+$194.1K2026-10-22
Scott & Selber, Inc.
DECREASED10,00910,020-110%$3.4M$3.6M+$158.8K2026-10-21
Facet Wealth, Inc.
INCREASED10,0047,064+2,940+42%$2.4M$3.6M+$1.2M2026-11-04
Roof Eidam Maycock Peralta, LLC
INCREASED9,9439,795+148+2%$3.4M$3.6M+$211.9K2026-10-15
Patton Albertson Miller Group, LLC
INCREASED9,9399,540+399+4%$3.3M$3.6M+$298.0K2026-10-26
Meridian Financial Partners LLC
DECREASED9,8749,910-360%$3.5M$3.9M+$427.8K2026-10-23
Texas Bank & Trust Co
DECREASED9,8399,937-98-1%$3.4M$3.5M+$126.2K2026-11-04
Triangle Securities Wealth Management
DECREASED9,82710,002-175-2%$3.4M$3.5M+$99.6K2026-10-14
Legal Advantage Investments, Inc.
INCREASED9,8006,800+3,000+44%$2.3M$3.5M+$1.2M2026-10-13
Inscription Capital, LLC
DECREASED9,77414,410-4,636-32%$4.9M$3.5M-$1.4M2026-11-02
Ameliora Wealth Management Ltd.
DECREASED9,77310,604-831-8%$3.6M$3.5M-$126.4K2026-10-23
EPG Wealth Management LLC
INCREASED9,7368,543+1,193+14%$2.9M$3.5M+$567.2K2026-11-03
Crusonia Wealth Advisors LLC
DECREASED9,7289,779-51-1%$3.4M$3.5M+$140.5K2026-10-26
Accurate Wealth Management, LLC
INCREASED9,7218,648+1,073+12%$3.0M$3.8M+$829.7K2026-10-20
Advisory Solutions Group, LLC
INCREASED9,7138,531+1,182+14%$2.9M$3.5M+$563.3K2026-10-14
Alpha Omega Wealth Management LLC
UNCHANGED9,7059,70500%$3.3M$3.5M+$157.6K2026-10-23
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
INCREASED9,7009,569+131+1%$3.3M$3.5M+$202.5K2026-10-21
Waldron Private Wealth LLC
INCREASED9,6689,396+272+3%$3.2M$3.5M+$250.3K2026-11-02
Syntegra Private Wealth Group, LLC
DECREASED9,6399,723-84-1%$3.3M$3.5M+$127.5K2026-10-13
Summit Global Investments
INCREASED9,6125,042+4,570+91%$1.7M$3.5K-$1.7M2026-10-28
Stableford Capital II LLC
DECREASED9,5619,831-270-3%$3.4M$3.4M+$62.6K2026-10-09
Malaga Cove Capital, LLC
INCREASED9,5389,525+13+0%$3.3M$3.4M+$159.4K2026-10-23
Ellsworth Advisors, LLC
INCREASED9,4909,344+146+2%$3.3M$3.4M+$91.4K2026-10-15
Global Trust Asset Management, LLC
INCREASED9,4579,332+125+1%$3.2M$3.4M+$196.4K2026-10-19
Concord Asset Management, LLC
INCREASED9,4519,071+380+4%$3.1M$3.4M+$284.0K2026-11-02
TBH Global Asset Management, LLC
INCREASED9,4298,758+671+8%$3.0M$3.4M+$383.2K2026-11-03
Applied Capital LLC
INCREASED9,4289,392+36+0%$3.2M$3.4M+$165.5K2026-10-07
Sanders Morris Harris LLC
NEW9,402—+9,402——$3.4M—2026-10-14
Naples Global Advisors, LLC
INCREASED9,4009,313+87+1%$3.2M$3.4M+$182.5K2026-11-05
Fiduciary Family Office, LLC
INCREASED9,3489,179+169+2%$3.1M$3.4M+$209.7K2026-11-04
SAX Wealth Advisors, LLC
INCREASED9,3286,323+3,005+48%$1.9M$3.4M+$1.4M2026-10-13
Tobam
DECREASED9,32810,318-990-10%$3.5M$3.4K-$3.5M2026-11-03
Accredited Investors Inc.
INCREASED9,2888,322+966+12%$2.9M$3.3M+$482.3K2026-11-03
Harfst & Associates, Inc.
INCREASED9,2549,041+213+2%$3.1M$3.3M+$223.6K2026-10-20
Raab & Moskowitz Asset Management LLC
DECREASED9,2389,564-326-3%$3.3M$3.3M+$38.2K2026-11-02
DeDora Capital, Inc.
DECREASED9,2319,317-86-1%$3.2M$3.3M+$120.4K2026-10-26
Lederer & Associates Investment Counsel
DECREASED9,2169,527-311-3%$3.3K$3.3K+$432026-10-23
Altura Wealth Advisors Inc.
INCREASED9,1828,499+683+8%$2.9M$3.3M+$383.6K2026-10-22
Beacon Financial Advisory LLC
INCREASED9,1819,159+22+0%$3.1M$3.3M+$156.6K2026-10-16
Chemung Canal Trust Co
DECREASED9,1679,604-437-5%$3.3M$3.3M-$1.1K2026-11-04
Gerber Kawasaki Wealth & Investment Management
INCREASED9,1478,557+590+7%$2.9M$3.3M+$350.8K2026-10-29
SS&H Financial Advisors, Inc.
UNCHANGED9,1469,14600%$3.1M$3.3K-$3.1M2026-10-28
Schear Investment Advisers, LLC
DECREASED9,14310,107-964-10%$3.5M$3.3M-$182.3K2026-10-14
Tempo Wealth, LLC
INCREASED9,1438,388+755+9%$2.9M$3.3M+$407.6K2026-10-14
Flavin Financial Services, Inc.
DECREASED9,1349,223-89-1%$3.2M$3.3M+$117.7K2026-10-21
Mirabaud & Cie SA
DECREASED9,1019,391-290-3%$3.2M$3.3M+$48.3K2026-10-27
Warm Springs Advisors Inc.
INCREASED9,0318,996+35+0%$3.1M$3.2M+$158.7K2026-10-28
Klingman & Associates, LLC
INCREASED9,0128,812+200+2%$3.0M$3.2M+$215.0K2026-10-20
Fogel Capital Management, Inc.
INCREASED9,0058,492+513+6%$2.9M$3.2M+$322.3K2026-11-04
Brown, Lisle Ings, Inc.
DECREASED8,9519,024-73-1%$3.1M$3.2M+$120.3K2026-10-16
Tred Avon Family Wealth, LLC
INCREASED8,9488,929+19+0%$3.1M$3.2M+$151.8K2026-10-20
Tranquility Partners, LLC
DECREASED8,9249,040-116-1%$3.1M$3.2M+$105.1K2026-10-20
Vista Investment Partners II, LLC
INCREASED8,9008,623+277+3%$3.0M$3.2M+$239.6K2026-10-15
Evermay Wealth Management LLC
INCREASED8,8738,240+633+8%$2.8M$3.2M+$361.3K2026-11-05
Pacific Capital Partners Ltd
UNCHANGED8,8208,82000%$3.0M$3.2M+$143.2K2026-10-28
Nichols & Pratt Advisers LLP
INCREASED8,7878,767+20+0%$3.0M$3.2M+$154.1K2026-10-13
HBW Advisory Services LLC
DECREASED8,77611,288-2,512-22%$3.9M$3.2M-$719.3K2026-10-15
Colton Groome Financial Advisors, LLC
DECREASED8,7488,963-215-2%$3.1M$3.1M+$68.3K2026-10-06
Novem Group
DECREASED8,7248,736-120%$3.0M$3.1M+$137.4K2026-10-19
S.A. Mason LLC
INCREASED8,7028,156+546+7%$2.8M$3.1M+$328.6K2026-10-13
Canopy Partners, LLC
INCREASED8,6418,559+82+1%$2.9M$3.1M+$168.5K2026-10-28
Forvis Mazars Wealth Advisors, LLC
DECREASED8,6349,029-395-4%$3.1M$3.1M+$4.8K2026-10-13
GLR Partners, LLC
DECREASED8,6138,728-115-1%$3.0M$3.1M+$100.4K2026-11-04
Oakworth Capital, Inc.
DECREASED8,5898,625-360%$3.0M$3.1M+$113.1K2026-10-26
Washburn Capital Management, Inc.
INCREASED8,5888,504+84+1%$2.9M$3.1M+$168.4K2026-10-19
Kingsman Wealth Management, Inc.
INCREASED8,5821,900+6,682+352%$652.0K$3.1M+$2.4M2026-10-13
Lineweaver Wealth Advisors, LLC
DECREASED8,5689,451-883-9%$3.2M$3.1M-$163.8K2026-10-13
Sander Capital Advisors Inc
INCREASED8,5568,555+1+0%$2.9K$3.1K+$1392026-10-20
Pinnacle Bancorp, Inc.
DECREASED8,54713,128-4,581-35%$4.5M$3.1M-$1.4M2026-10-21
Abundance Wealth Counselors
DECREASED8,5468,709-163-2%$3.0M$3.1M+$82.9K2026-10-26
Koshinski Asset Management, Inc.
INCREASED8,5348,459+75+1%$2.9M$3.1M+$164.3K2026-10-29
Tcfg Investment Advisors, LLC
DECREASED8,5168,860-344-4%$3.0M$3.1M+$19.2K2026-10-20
Compass Ion Advisors, LLC
DECREASED8,5028,553-51-1%$2.9M$3.1M+$120.6K2026-10-23
Paragon Private Wealth Management, LLC
DECREASED8,46410,358-1,894-18%$3.6M$3.0M-$512.4K2026-10-20
First Affirmative Financial Network
NEW8,448—+8,448——$3.0M—2026-10-21
Churchill Financial Advisors, LLC
DECREASED8,4448,844-400-5%$3.0M$3.0M-$1052026-10-20
Dudley Capital Management, LLC
UNCHANGED8,4428,44200%$2.9M$3.0M+$137.1K2026-10-23
Cox Capital Mgt LLC
INCREASED8,4368,427+9+0%$2.9M$3.0M+$140.1K2026-10-07
Gen-Wealth Partners Inc
INCREASED8,4338,409+24+0%$2.9M$3.0M+$145.2K2026-11-04
PFW Advisors LLC
INCREASED8,4028,365+37+0%$2.9M$3.0M+$149.1K2026-10-07
Arthur M. Cohen & Associates, LLC
UNCHANGED8,3938,39300%$2.9M$3.0M+$136.3K2026-10-26
Stiles Financial Services Inc
DECREASED8,3438,476-133-2%$2.9M$3.0M+$89.9K2026-10-30
Advisor OS, LLC
DECREASED8,31710,533-2,216-21%$3.6M$3.0M-$625.4K2026-11-03
Integral Investment Advisors, Inc.
UNCHANGED8,2988,29800%$2.8M$3.0M+$134.9K2026-11-03
Teamwork Financial Advisors, LLC
DECREASED8,28523,900-15,615-65%$8.2M$3.0M-$5.2M2026-10-19
Prudent Man Advisors, LLC
DECREASED8,2718,477-206-2%$2.9M$3.0M+$63.6K2026-11-03
TSG Advice Partners, LLC
NEW8,254—+8,254——$2.8M—2026-10-29
Argonautica Private Wealth Management, Inc
INCREASED8,2468,214+32+0%$2.8M$3.0M+$144.9K2026-11-02
Bluedoor Private Wealth, LLC
DECREASED8,2458,356-111-1%$2.9M$3.0M+$97.4K2026-11-05
Romano Brothers and Company
DECREASED8,2388,279-410%$2.8M$3.0M+$119.7K2026-10-22
Selective Wealth Management, Inc.
INCREASED8,2288,037+191+2%$2.9M$3.3M+$407.5K2026-10-16
Quadrant Private Wealth Management, LLC
DECREASED8,2228,291-69-1%$2.8M$3.0M+$109.7K2026-11-04
Sage Investment Counsel LLC
INCREASED8,1538,028+125+2%$2.8M$2.9M+$175.3K2026-10-26
Peak Financial Advisors LLC
INCREASED8,1047,854+250+3%$2.7M$2.9M+$217.4K2026-10-28
Thrive Wealth Management, LLC
DECREASED8,1028,230-128-2%$2.8M$2.9M+$87.7K2026-10-13
Retirement Planning Co of New England, Inc.
DECREASED8,0988,262-164-2%$2.8M$2.9M+$75.3K2026-10-15
Interchange Capital Partners, LLC
DECREASED8,0878,230-143-2%$2.8M$2.9M+$84.8K2026-10-28
Terra Nova Asset Management LLC
INCREASED8,0647,997+67+1%$2.7M$2.9M+$153.6K2026-10-13
RFG - Bristol Wealth Advisors, LLC
DECREASED8,0128,101-89-1%$2.8M$2.9M+$99.6K2026-10-09
Verus Capital Partners, LLC
DECREASED7,9908,010-200%$2.7M$2.9M+$123.2K2026-11-03
Unique Wealth Strategies, LLC
UNCHANGED7,9847,98400%$2.7M$2.7M$02026-10-13
BIP Wealth, LLC
INCREASED7,9756,308+1,667+26%$2.2M$2.9M+$701.5K2026-10-22
Sun Group Wealth Partners
DECREASED7,9738,043-70-1%$2.8M$2.9M+$105.1K2026-10-26
Cypress Capital, LLC
INCREASED7,9717,842+129+2%$2.7M$2.9M+$173.7K2026-10-20
Lynch & Associates
UNCHANGED7,9487,94800%$2.7M$2.9M+$129.1K2026-10-13
Autumn Glory Partners, LLC
INCREASED7,9417,935+6+0%$2.7M$2.9M+$131.1K2026-10-26
Sovran Advisors, LLC
INCREASED7,9087,797+111+1%$2.9M$3.2M+$388.0K2026-11-02
Fairscale Capital, LLC
INCREASED7,9017,856+45+1%$2.7M$3.3M+$572.4K2026-11-04
Onyx Bridge Wealth Group LLC
INCREASED7,8677,459+408+5%$2.6M$2.8M+$267.7K2026-10-16
Sculati Wealth Management, LLC
INCREASED7,8367,798+38+0%$2.8M$3.1M+$254.3K2026-10-19
Valley Brook Capital Group, Inc.
UNCHANGED7,8167,81600%$2.7M$2.8M+$127.1K2026-10-26
SkyOak Wealth, LLC
UNCHANGED7,7657,76500%$2.7M$2.8M+$126.1K2026-10-28
Kennon-Green & Company, LLC
DECREASED7,7569,263-1,507-16%$3.2M$2.8M-$391.1K2026-10-05
Cookson Peirce & Co Inc
INCREASED7,7566,581+1,175+18%$2.3M$2.8M+$529.1K2026-10-30
Argus Investors' Counsel, Inc.
DECREASED7,7557,810-55-1%$2.7M$2.8M+$107.1K2026-10-09
Simon Quick Advisors, LLC
INCREASED7,7353,120+4,615+148%$1.1M$2.8M+$1.7M2026-10-26
Jm2 Capital Inc.
DECREASED7,6447,649-50%$2.6M$2.7M+$122.3K2026-10-14
Brady Martz Wealth Solutions, LLC
INCREASED7,6337,321+312+4%$2.5M$2.7M+$231.0K2026-11-05
Dutch Asset Corp
DECREASED7,59511,495-3,900-34%$3.9M$2.7M-$1.2M2026-10-20
Lebenthal Global Advisors, LLC
INCREASED7,5927,505+87+1%$2.6M$2.7M+$153.0K2026-10-28
Jackson Square Capital, LLC
INCREASED7,5877,553+34+0%$2.6M$2.7M+$134.9K2026-10-19
Byrne Asset Management LLC
INCREASED7,5447,331+213+3%$2.5M$2.7M+$199.5K2026-10-06
AdvisorNet Financial, Inc
INCREASED7,5347,196+338+5%$2.5M$2.9M+$480.0K2026-10-15
Golden State Wealth Management, LLC
INCREASED7,5187,479+39+1%$2.6M$2.7M+$135.4K2026-11-02
Eads & Heald Wealth Management
DECREASED7,5007,758-258-3%$2.7M$2.7M+$33.3K2026-10-29
Strategy Asset Managers LLC
DECREASED7,4977,522-250%$2.6M$2.7M+$113.1K2026-10-14
WT Wealth Management
DECREASED7,4829,354-1,872-20%$3.2M$2.7M-$520.8K2026-10-13
Barings LLC
INCREASED7,4646,995+469+7%$2.4M$2.7M+$282.1K2026-10-22
Aspen Investment Management Inc
INCREASED7,4507,431+19+0%$2.6K$2.7K+$1272026-11-05
Spirit of America Management Corp
UNCHANGED7,4507,45000%$2.6M$2.7M+$121.0K2026-10-14
Orrstown Financial Services Inc
DECREASED7,4457,487-42-1%$2.6M$2.7M+$106.5K2026-10-14
Tempus Wealth Planning, LLC
INCREASED7,4314,811+2,620+54%$1.7M$2.7M+$1.0M2026-10-14
Childress Capital Advisors, LLC
INCREASED7,4117,343+68+1%$2.5M$2.7M+$143.7K2026-10-28
Marin Bay Wealth Advisors, LLC
INCREASED7,3857,310+75+1%$2.5M$2.7M+$145.7K2026-10-28
Zullo Investment Group, Inc.
INCREASED7,3587,338+20+0%$2.5M$2.6M+$126.4K2026-10-20
Triad Wealth Partners, LLC
INCREASED7,3487,129+219+3%$2.6M$2.6M+$33.5K2026-10-26
PW Nova Financial Services LLC
INCREASED7,3455,297+2,048+39%$1.8M$2.6M+$821.9K2026-10-15
Nordwand Advisors, LLC
DECREASED7,3327,382-50-1%$2.5M$2.6M+$101.9K2026-11-05
Titan Investment Management LLC
DECREASED7,3207,839-519-7%$2.7M$2.6M-$59.2K2026-10-22
Deseret Mutual Benefit Administrators
DECREASED7,3197,368-49-1%$2.5M$2.6M+$102.0K2026-11-04
Ticino Wealth
INCREASED7,3017,050+251+4%$2.4M$2.6M+$204.7K2026-10-13
Harvey Investment Co LLC
UNCHANGED7,2997,29900%$2.5M$2.6K-$2.5M2026-10-20
MBL Wealth, LLC
INCREASED7,2737,030+243+3%$2.4M$2.6M+$201.5K2026-10-22
Davis Capital Management
DECREASED7,2697,469-200-3%$2.6M$2.6M+$49.4K2026-10-08
Claro Advisors Inc.
INCREASED7,2646,689+575+9%$2.3M$2.6M+$315.1K2026-11-02
Focus Wealth Advisors, LLC
DECREASED7,2457,396-151-2%$2.5M$2.6M+$65.7K2026-10-14
Altman Advisors, Inc.
DECREASED7,2237,264-41-1%$2.5M$2.6M+$103.3K2026-11-05
TenCore Partners, LP
DECREASED7,2198,619-1,400-16%$3.0M$2.6M-$363.1K2026-11-05
NBH Bank
INCREASED7,2197,083+136+2%$2.4M$2.6M+$163.9K2026-11-05
Whalen Wealth Management Inc.
INCREASED7,2066,985+221+3%$2.4M$2.6M+$192.8K2026-10-08
Stablepoint Partners, LLC
DECREASED7,2067,264-58-1%$2.5M$2.6M+$96.9K2026-11-03
DT Investment Partners, LLC
DECREASED7,1987,216-180%$2.5M$2.6M+$110.7K2026-10-27
Generali Investments, Management Co LLC
INCREASED7,1935,526+1,667+30%$1.9M$2.6M+$688.7K2026-10-19
Crew Capital Management, Ltd
INCREASED7,1627,103+59+1%$2.4M$2.6M+$136.3K2026-10-28
Live Oak Investment Partners
INCREASED7,1377,127+10+0%$2.4M$2.6M+$119.3K2026-10-23
Elyxium Wealth, LLC
INCREASED7,1366,906+230+3%$2.4M$2.6M+$194.7K2026-10-27
Richards, Merrill & Peterson, Inc.
DECREASED7,1137,147-340%$2.5M$2.6M+$104.0K2026-10-19
Ebert Capital Management Inc.
DECREASED7,1027,173-71-1%$2.5M$2.6M+$91.0K2026-10-08
Archer Investment Corp
INCREASED7,0996,685+414+6%$2.3M$2.6M+$257.4K2026-11-05
Adelphi Trust Co
DECREASED7,0977,737-640-8%$2.7M$2.6M-$104.3K2026-10-05
Patrick M Sweeney & Associates, Inc
INCREASED7,0927,079+13+0%$2.4M$2.5M+$119.7K2026-10-22
Northstar Asset Management Co
DECREASED7,0917,107-160%$2.5M$2.9M+$363.8K2026-10-22
Canandaigua National Bank & Trust Co
INCREASED7,0766,376+700+11%$2.2M$2.5M+$355.1K2026-10-07
Caliber Wealth Management, LLC / KS
DECREASED7,0737,459-386-5%$2.6M$2.5M-$17.7K2026-11-04
Valley Wealth Managers, Inc.
INCREASED7,0736,972+101+1%$2.4M$2.5M+$149.5K2026-10-09
CoreCap Advisors, LLC
INCREASED7,0716,268+803+13%$2.2M$2.5M+$390.7K2026-10-08
Retirement Guys Formula LLC
INCREASED7,0696,758+311+5%$2.3M$2.5M+$221.4K2026-10-26
Bourne Lent Asset Management Inc
UNCHANGED7,0507,05000%$2.4M$2.5M+$114.5K2026-11-05
Ulland Investment Advisors, LLC
DECREASED7,0297,124-95-1%$2.4K$2.5K+$822026-10-13
WoodTrust Financial Corp
DECREASED7,0267,038-120%$2.4M$2.5K-$2.4M2026-10-09
Manchester Capital Management LLC
DECREASED7,0037,435-432-6%$2.6M$2.5M-$34.5K2026-10-22
Shuttleworth & Co
DECREASED6,9917,144-153-2%$2.5M$2.5M+$61.0K2026-10-30
Pavion Blue Capital, LLC
UNCHANGED6,9616,96100%$2.4M$2.5M+$113.0K2026-11-05
Altus Wealth Group LLC
DECREASED6,9417,035-94-1%$2.4M$2.5M+$80.5K2026-10-20
XML Financial, LLC
INCREASED6,9236,690+233+3%$2.3M$2.5M+$192.5K2026-10-29
Compass Wealth Management LLC
DECREASED6,9217,411-490-7%$2.5M$2.5M-$55.7K2026-10-22
Navigation Group, LLC
INCREASED6,9196,872+47+1%$2.4M$2.5M+$128.4K2026-10-28
Armor Investment Advisors, LLC
DECREASED6,8837,076-193-3%$2.4M$2.5M+$45.6K2026-10-27
Arlington Trust Co LLC
INCREASED6,8754,408+2,467+56%$1.5M$2.5M+$958.1K2026-10-20
Investment Insight Wealth Management, LLC
DECREASED6,8696,872-30%$2.4M$2.5M+$110.4K2026-10-30
Partners Wealth Management, LLC
INCREASED6,841741+6,100+823%$254.4K$2.5M+$2.2M2026-10-28
E&G Advisors, LLC
UNCHANGED6,8416,84100%$2.3M$2.5M+$111.1K2026-10-13
Mindset Wealth Management, LLC
INCREASED6,8046,780+24+0%$2.3M$2.4M+$118.8K2026-10-19
Wealth Intelligence, LLC
INCREASED6,7996,698+101+2%$2.3M$2.4M+$145.1K2026-10-16
Arista Wealth Management, LLC
DECREASED6,7667,790-1,024-13%$2.7M$2.4M-$241.4K2026-10-29
Amarillo National Bank
DECREASED6,7396,913-174-3%$2.4M$2.4M+$49.7K2026-10-23
Hudson Canyon Capital Management
DECREASED6,7197,120-401-6%$2.4M$2.4M-$28.5K2026-11-04
Covenant Asset Management, LLC
UNCHANGED6,7196,71900%$2.3M$2.4M+$109.1K2026-10-14
Cross Staff Investments Inc
INCREASED6,7156,711+4+0%$2.3M$2.4M+$110.3K2026-10-22
Stone Summit Wealth LLC
DECREASED6,7067,643-937-12%$2.6M$2.4M-$212.6K2026-10-14
Meadowbrook Wealth Management, LLC
INCREASED6,6826,657+25+0%$2.3M$2.4M+$117.1K2026-10-08
Invera Wealth Advisors, LLC
DECREASED6,6816,793-112-2%$2.3M$2.4M+$70.1K2026-10-28
SC&H Financial Advisors, Inc.
DECREASED6,6496,654-50%$2.3M$2.4M+$106.6K2026-10-14
Correct Capital Wealth Management
DECREASED6,6436,679-36-1%$2.3M$2.4M+$95.8K2026-11-02
Stillwater Wealth Management Group
INCREASED6,6396,521+118+2%$2.2M$2.4M+$148.3K2026-10-21
Journey Retirement Planning & Investment Management LLC
DECREASED6,6277,773-1,146-15%$2.7M$2.4M-$285.1K2026-10-09
McAdam, LLC
INCREASED6,6206,228+392+6%$2.1M$2.4M+$242.0K2026-10-21
Monument Capital Management
INCREASED6,6126,217+395+6%$2.1M$2.4M+$242.9K2026-10-09
Dagco, Inc.
INCREASED6,5906,491+99+2%$2.2M$2.4M+$141.1K2026-10-20
3Chopt Investment Partners, LLC
INCREASED6,5856,053+532+9%$2.1M$2.4M+$289.5K2026-10-30
D'Orazio & Associates, Inc.
INCREASED6,5846,468+116+2%$2.2M$2.4M+$146.7K2026-11-04
Woodmont Investment Counsel LLC
INCREASED6,5336,078+455+7%$2.1M$2.3M+$262.2K2026-10-29
Abel Hall, LLC
INCREASED6,5266,409+117+2%$2.2M$2.3M+$146.1K2026-10-19
Mechanics Financial Corp
INCREASED6,5136,484+29+0%$2.2M$2.3M+$115.7K2026-11-05
WBI Investments, LLC
INCREASED6,4971,821+4,676+257%$624.7K$2.3M+$1.7M2026-11-05
Summit Wealth Group LLC / Co
INCREASED6,4862,843+3,643+128%$975.3K$2.3M+$1.4M2026-10-29
Trust Co of the South
DECREASED6,4766,557-81-1%$2.2M$2.3M+$77.4K2026-10-21
Legacy Capital Wealth Partners, LLC
INCREASED6,4686,412+56+1%$2.2M$2.3M+$124.3K2026-10-21
TriaGen Wealth Management LLC
DECREASED6,45812,698-6,240-49%$4.4M$2.3M-$2.0M2026-10-14
Aviso Wealth Management
INCREASED6,4516,369+82+1%$2.2M$2.3M+$132.6K2026-11-04
VUB Generali dochodkova spravcovska spolocnost, a.s.
UNCHANGED6,4336,43300%$2.2M$2.3M+$104.5K2026-10-26
Taylor Securities Services, Inc.
INCREASED6,4306,416+14+0%$2.2M$2.3M+$109.3K2026-10-20
Strategic Family Wealth Counselors, L.L.C.
DECREASED6,4226,428-60%$2.2M$2.3M+$102.2K2026-10-29
Nautilus Advisors LLC
INCREASED6,4186,400+18+0%$2.2M$2.3M+$72.8K2026-10-07
Cascade Investment Group, Inc.
DECREASED6,3706,392-220%$2.2M$2.3M+$95.9K2026-10-13
Lipe & Dalton
DECREASED6,3636,463-100-2%$2.2K$2.3K+$692026-10-15
FSM Wealth Advisors, LLC
DECREASED6,3456,357-120%$2.2M$2.4M+$199.0K2026-10-27
Great Diamond Partners, LLC
INCREASED6,3336,149+184+3%$2.1M$2.3M+$166.0K2026-10-13
Kuhn & Co Investment Counsel
INCREASED6,3266,273+53+1%$2.2M$2.3M+$120.9K2026-10-29
Versant Capital Management, Inc
INCREASED6,3116,107+204+3%$2.1M$2.3M+$172.5K2026-10-02
Signature Estate & Investment Advisors LLC
INCREASED6,2854,207+2,078+49%$1.4M$2.3M+$811.3K2026-10-13
Aspiriant, LLC
INCREASED6,2775,742+535+9%$2.0M$2.3M+$285.0K2026-10-16
DB&C Advisors, LLC
INCREASED6,2776,274+3+0%$2.2M$2.3M+$103.1K2026-10-26
Armstrong Henry H Associates Inc
UNCHANGED6,2576,25700%$2.1M$2.2M+$101.6K2026-10-07
Greenfield Savings Bank
INCREASED6,2546,228+26+0%$2.1M$2.2M+$110.5K2026-10-07
Fairvoy Private Wealth, LLC
INCREASED6,2462,861+3,385+118%$981.6K$2.2M+$1.3M2026-10-19
Indiana Trust & Investment Management Co
DECREASED6,2386,683-445-7%$2.3M$2.2M-$51.4K2026-10-22
Monte Financial Group, LLC
DECREASED6,2386,340-102-2%$2.3M$2.2M-$80.0K2026-11-02
Independent Wealth Network Inc.
INCREASED6,2246,053+171+3%$2.1M$2.2M+$159.5K2026-10-19
Corundum Group, Inc.
INCREASED6,2235,950+273+5%$2.0M$2.2M+$194.7K2026-10-28
Balefire, LLC
INCREASED6,2222,623+3,599+137%$900.0K$2.2M+$1.3M2026-10-09
First Heartland Consultants, Inc.
DECREASED6,2226,448-226-3%$2.2M$2.2M+$23.4K2026-10-08
Ballast, Inc.
DECREASED6,2106,234-240%$2.1M$2.2M+$92.6K2026-10-20
GFS Advisors, LLC
DECREASED6,19336,848-30,655-83%$1.9M$2.2M+$345.2K2026-11-03
Baker Ellis Asset Management LLC
UNCHANGED6,1526,15200%$2.1M$2.2M+$99.9K2026-10-14
Trust Investment Advisors
INCREASED6,1505,120+1,030+20%$1.8M$2.2M+$453.3K2026-10-20
RKL Wealth Management LLC
INCREASED6,1505,747+403+7%$2.0M$2.2M+$238.0K2026-10-16
Curtis Advisory Group, LLC
UNCHANGED6,1306,13000%$2.1M$2.2M+$99.6K2026-10-28
MW Advisory, LLC
INCREASED6,1205,161+959+19%$1.8M$2.2M+$428.1K2026-10-19
Hazlett, Burt & Watson, Inc.
INCREASED6,0856,061+24+0%$1.6M$2.2K-$1.6M2026-11-04
Riggs Asset Managment Co. Inc.
DECREASED6,0826,197-115-2%$2.1M$2.2M+$59.3K2026-11-05
Victory Financial Group, LLC
INCREASED6,0724,411+1,661+38%$1.5M$2.2M+$668.4K2026-10-27
Northern Financial Advisors Inc
INCREASED6,0715,963+108+2%$2.0M$2.2M+$135.7K2026-10-29
Berman McAleer LLC
INCREASED6,0516,050+1+0%$2.1M$2.2M+$98.6K2026-10-16
Retirement Planning Group, LLC
INCREASED6,0395,648+391+7%$1.9M$2.2M+$232.5K2026-10-19
IPG Investment Advisors LLC
INCREASED6,029647+5,382+832%$222.0K$2.2M+$1.9M2026-10-30
Bradyco, Inc.
UNCHANGED5,9905,99000%$2.1M$2.2M+$97.3K2026-11-03
Westco Advisory Services Inc
DECREASED5,9826,082-100-2%$2.1M$2.1M+$62.8K2026-10-14
Wilkins Investment Counsel Inc
UNCHANGED5,9665,96600%$2.0M$2.1M+$96.9K2026-11-03
Bill Few Associates, Inc.
INCREASED5,9264,356+1,570+36%$1.5M$2.1M+$634.9K2026-10-09
WBH Advisory Inc
DECREASED5,9266,126-200-3%$2.1M$2.1M+$27.4K2026-11-05
Cornell Pochily Investment Advisors, Inc.
DECREASED5,9095,982-73-1%$2.1M$2.1M+$70.8K2026-10-19
Pathway Financial Advisers, LLC
INCREASED5,9045,847+57+1%$2.0M$2.1M+$115.4K2026-10-27
Clark Financial Services Group Inc
INCREASED5,8995,720+179+3%$2.0M$2.1M+$157.2K2026-10-19
Congress Park Capital LLC
DECREASED5,8956,420-525-8%$2.2M$2.1M-$84.4K2026-10-13
Curated Wealth Partners LLC
INCREASED5,8663,614+2,252+62%$1.2M$2.1M+$867.9K2026-10-15
Laurel OAK Wealth Management, LLC
DECREASED5,8546,076-222-4%$2.1M$2.1M+$18.6K2026-10-19
Fiduciary Alliance LLC
DECREASED5,8437,199-1,356-19%$2.5M$2.1M-$370.3K2026-10-13
Pacific Wealth Strategies Group, Inc.
DECREASED5,8385,954-116-2%$2.0M$2.1M+$55.0K2026-11-02
Pines Wealth Management, LLC
DECREASED5,8335,978-145-2%$2.1M$2.1M+$45.0K2026-10-21
Yankcom Partnership
INCREASED5,8335,792+41+1%$2.0M$2.1M+$108.8K2026-10-15
Professional Financial Advisors, LLC
DECREASED5,8295,991-162-3%$2.1M$2.1M+$38.8K2026-10-13
Core Wealth Partners LLC
DECREASED5,8216,407-586-9%$2.2M$2.1M-$106.6K2026-11-02
Chatham Capital Group, Inc.
DECREASED5,8095,852-43-1%$2.0M$2.1M+$79.6K2026-10-16
Guerra PAN Advisors, LLC
INCREASED5,7915,689+102+2%$2.0M$2.3M+$381.5K2026-10-26
1900 Wealth Management LLC
INCREASED5,7905,595+195+3%$1.9M$2.1M+$160.9K2026-10-13
Affinity Capital Advisors, LLC
INCREASED5,7413,729+2,012+54%$1.3M$2.2M+$880.7K2026-10-13
Balboa Wealth Partners
DECREASED5,7406,039-299-5%$2.1M$2.1M-$9.5K2026-10-20
1834 Investment Advisors Co
INCREASED5,7394,983+756+15%$1.7M$2.1M+$352.6K2026-10-16
Central Valley Advisors, LLC
DECREASED5,7345,958-224-4%$2.0M$2.1M+$15.9K2026-10-27
Accuvest Global Advisors
DECREASED5,73311,287-5,554-49%$3.9M$2.1M-$1.8M2026-11-04
Three Seasons Wealth, LLC
DECREASED5,7325,887-155-3%$2.0M$2.1M+$39.9K2026-11-03
Black Diamond Financial, LLC
INCREASED5,6885,417+271+5%$1.9M$2.0M+$185.4K2026-10-26
St. Johns Investment Management Company, LLC
DECREASED5,6735,804-131-2%$2.0M$2.0M+$47.2K2026-10-30
Greenspring Advisors, LLC
INCREASED5,6615,265+396+8%$1.8M$2.0M+$227.6K2026-11-05
Catalyst Capital Advisors LLC
DECREASED5,6406,108-468-8%$2.1M$2.0M-$69.0K2026-11-02
Tlwm
DECREASED5,6335,686-53-1%$2.0M$2.0M+$73.3K2026-10-09
Plancorp, LLC
INCREASED5,6204,922+698+14%$1.8M$2.3M+$563.4K2026-11-03
Alliance Wealth Advisors, LLC
DECREASED5,6066,706-1,100-16%$2.3M$2.0M-$286.1K2026-10-28
Grandview Asset Management LLC
DECREASED5,6036,827-1,224-18%$2.3M$2.0M-$324.0K2026-10-19
Agate Pass Investment Management, LLC
DECREASED5,6025,607-50%$1.9M$2.0M+$89.3K2026-10-20
DB Fitzpatrick & Co, Inc
DECREASED5,6015,699-98-2%$2.0M$2.0M+$57.3K2026-10-19
Rose Capital Advisors LLC
INCREASED5,598713+4,885+685%$244.7K$2.0M+$1.8M2026-11-04
WealthBridge Capital Management, LLC
INCREASED5,5985,506+92+2%$1.9M$2.0M+$122.5K2026-10-16
Certified Advisory Corp
DECREASED5,5835,931-348-6%$2.0M$2.0M-$28.6K2026-10-29
Pictet Bank & Trust Ltd
DECREASED5,5647,514-1,950-26%$2.6M$2.0M-$578.7K2026-10-21
CV Advisors LLC
UNCHANGED5,5585,55800%$1.9M$2.0M+$90.3K2026-10-13
Pinion Investment Advisors, LLC
INCREASED5,5405,470+70+1%$1.9M$2.0M+$114.0K2026-11-04
Haven Capital Group, Inc.
INCREASED5,5225,283+239+5%$1.8M$2.0M+$171.7K2026-10-13
Bangor Savings Bank
DECREASED5,5175,694-177-3%$2.0M$2.0M+$28.9K2026-10-06
Chemistry Wealth Management LLC
INCREASED5,5155,272+243+5%$1.8M$2.0M+$172.8K2026-10-16
Enhancing Capital LLC
INCREASED5,5065,500+6+0%$1.9M$2.0M+$91.5K2026-10-26
Miramontes Capital, LLC
INCREASED5,5035,453+50+1%$1.9M$2.0M+$106.6K2026-10-19
LVZ, Inc.
INCREASED5,4965,263+233+4%$1.8M$2.0M+$169.2K2026-10-20
Lewis Asset Management, LLC
INCREASED5,4925,300+192+4%$1.8M$2.0M+$155.1K2026-10-14
Level Wealth Management LLC
INCREASED5,4775,141+336+7%$1.8M$2.0M+$204.2K2026-10-23
Regent Peak Wealth Advisors LLC
INCREASED5,4575,336+121+2%$1.8M$2.0M+$130.1K2026-10-13
Leisure Capital Management
DECREASED5,4405,535-95-2%$1.9M$2.0M+$55.8K2026-11-03
WealthPLAN Partners, LLC
INCREASED5,4294,206+1,223+29%$1.4M$2.0M+$507.8K2026-10-15
Breakwater Capital Group
INCREASED5,4215,337+84+2%$1.8M$1.9M+$116.9K2026-10-09
Summit Asset Management, LLC
INCREASED5,3985,379+19+0%$1.8M$1.9M+$94.2K2026-11-05
Twelve Points Wealth Management LLC
INCREASED5,3965,353+43+1%$1.8M$2.2M+$395.2K2026-11-03
B.A. Schrock Wealth Management, Inc.
NEW5,386—+5,386——$1.9M—2026-10-15
Aafmaa Wealth Management & Trust LLC
DECREASED5,3735,638-265-5%$1.9M$1.9M-$3.7K2026-10-14
Legacy Advisors, LLC
DECREASED5,3706,090-720-12%$2.1M$1.9M-$159.9K2026-10-19
Trueblood Wealth Management, LLC
DECREASED5,3685,396-28-1%$1.9M$1.9M+$77.5K2026-10-23
Aspire Private Capital, LLC
INCREASED5,3614,428+933+21%$1.5M$1.9M+$407.3K2026-11-05
CDM Financial Counseling Services, Inc.
INCREASED5,3485,306+42+1%$1.8M$1.9M+$101.0K2026-10-15
Argos Wealth Advisors, LLC
DECREASED5,3456,012-667-11%$2.1M$1.9M-$142.0K2026-11-02
Tealwood Asset Management Inc
DECREASED5,3345,536-202-4%$1.9K$1.9K+$182026-10-13
Tannin Capital LLC
DECREASED5,3235,519-196-4%$1.9M$1.9M+$19.2K2026-11-05
RM Financial Services, LLC
DECREASED5,3225,605-283-5%$1.9M$1.9M-$10.6K2026-11-03
Lodestone Wealth Management LLC
DECREASED5,3035,375-72-1%$1.8M$1.9M+$61.4K2026-10-14
Fire Capital Management LLC
INCREASED5,3003,574+1,726+48%$1.2M$1.9M+$678.2K2026-10-27
JFS Wealth Advisors, LLC
INCREASED5,2975,192+105+2%$1.8M$1.9M+$122.1K2026-11-03
Augustine Asset Management Inc
INCREASED5,2964,767+529+11%$1.6M$1.9M+$267.5K2026-10-13
Guyasuta Investment Advisors Inc
DECREASED5,2955,352-57-1%$1.8M$1.9M+$66.4K2026-10-15
Islay Capital Management, LLC
INCREASED5,2944,752+542+11%$1.6M$1.9M+$271.9K2026-10-20
IVC Wealth Advisors LLC
DECREASED5,2815,569-288-5%$1.9M$1.9M-$12.9K2026-10-23
McKinley Carter Wealth Services, Inc.
DECREASED5,2725,289-170%$1.8M$1.9M+$79.7K2026-10-16
Cape Investment Advisory, Inc.
DECREASED5,2675,788-521-9%$2.0M$1.9M-$93.3K2026-10-13
Absolute Capital Management, LLC
INCREASED5,2414,933+308+6%$1.7M$1.9M+$190.8K2026-10-16
KPP Advisory Services LLC
DECREASED5,2415,266-250%$1.8M$1.9M+$76.6K2026-10-26
Millennium Capital Advisors, LLC
INCREASED5,2395,238+1+0%$1.8M$1.9M+$85.1K2026-10-16
Net Worth Advisory Group
DECREASED5,2307,161-1,931-27%$2.5M$1.9M-$574.9K2026-10-20
Genus Capital Management Inc.
INCREASED5,2052,517+2,688+107%$863.6K$1.9M+$1.0M2026-11-04
Cooper Investors PTY LTD
DECREASED5,19516,466-11,271-68%$5.6M$1.9M-$3.8M2026-10-13
Jacobsen Capital Management
INCREASED5,1935,179+14+0%$1.8M$1.9M+$89.1K2026-10-27
Cromwell Holdings LLC
DECREASED5,1805,560-380-7%$1.9M$1.9M-$46.3K2026-10-28
SmartHarvest Portfolios, LLC
DECREASED5,1785,996-818-14%$2.1M$1.9M-$196.8K2026-10-26
Income Insurance Ltd
UNCHANGED5,1755,17500%$1.8M$1.9M+$84.0K2026-10-21
Prentice Wealth Management LLC
INCREASED5,1594,890+269+6%$1.7M$1.9M+$176.1K2026-10-20
Renasant Bank
DECREASED5,1515,213-62-1%$1.8M$1.9M+$62.4K2026-11-05
AXS Investments LLC
INCREASED5,1503,227+1,923+60%$1.1M$1.9M+$743.4K2026-11-04
Foundation Wealth Management, Llc\pa
INCREASED5,1505,117+33+1%$1.8M$1.9M+$95.0K2026-10-14
Traphagen Investment Advisors LLC
INCREASED5,1345,110+24+0%$1.8M$1.8M+$91.6K2026-10-14
Barden Capital Management, Inc.
DECREASED5,1155,137-220%$1.8M$1.8M+$75.5K2026-10-09
Roman Butler Fullerton & Co
INCREASED5,1135,034+79+2%$1.8M$2.1M+$259.4K2026-10-27
Marino, Stram & Associates LLC
INCREASED5,0974,309+788+18%$1.5M$1.8M+$353.1K2026-10-22
Revisor Wealth Management LLC
DECREASED5,0775,155-78-2%$1.8M$2.0M+$206.8K2026-10-20
Cypress Wealth Services, LLC
INCREASED5,0715,034+37+1%$1.7M$1.9M+$152.1K2026-10-21
Moss Adams Wealth Advisors LLC
DECREASED5,0656,133-1,068-17%$2.1M$1.8M-$284.1K2026-10-28
Comprehensive Financial Consultants Institutional, Inc.
DECREASED5,0545,059-50%$1.7M$1.8M+$80.4K2026-10-15
Piscataqua Savings Bank
DECREASED5,0505,115-65-1%$1.8M$1.8M+$59.7K2026-10-21
Northbridge Financial Group, LLC
DECREASED5,0355,306-271-5%$1.8M$1.9M+$45.8K2026-11-05
Winthrop Capital Management, LLC
DECREASED5,0345,040-60%$1.7M$1.8M+$80.0K2026-11-05
Atlas Brown,Inc.
INCREASED5,0265,023+3+0%$1.7M$1.8M+$82.4K2026-10-09
Emprise Bank
DECREASED5,0145,094-80-2%$1.7M$1.8M+$54.0K2026-10-07
Atticus Wealth Management, LLC
INCREASED5,0074,892+115+2%$1.7M$1.8M+$120.9K2026-10-20
Integrity Advisory Solutions, LLC
INCREASED5,0053,931+1,074+27%$1.3M$1.8M+$449.9K2026-10-29
Putney Financial Group LLC
INCREASED4,9974,963+34+1%$1.7M$1.8M+$92.8K2026-10-30
Dumont & Blake Investment Advisors LLC
DECREASED4,9855,161-176-3%$1.8M$1.8M+$20.6K2026-10-28
Challenger Wealth Management
DECREASED4,9555,082-127-2%$1.7M$1.8M+$36.9K2026-10-30
Elevated Private Wealth, LLC
DECREASED4,9545,163-209-4%$1.8M$1.8M+$8.8K2026-10-15
Investment Partners, Ltd.
INCREASED4,9443,105+1,839+59%$1.1M$1.8M+$711.2K2026-10-29
Thompson Siegel & Walmsley LLC
DECREASED4,9164,918-20%$1.7M$1.8K-$1.7M2026-11-05
Parcion Private Wealth LLC
INCREASED4,9084,644+264+6%$1.6M$1.8M+$170.3K2026-10-28
First Bank & Trust
DECREASED4,8885,043-155-3%$1.7M$1.8M+$26.2K2026-10-19
XXI Wealth, LLC
INCREASED4,8672,893+1,974+68%$992.6K$1.7M+$756.3K2026-10-22
Beese Fulmer Investment Management, Inc.
INCREASED4,8594,731+128+3%$1.6M$1.7M+$122.9K2026-10-23
Cadinha & Co LLC
DECREASED4,8585,313-455-9%$1.8M$1.7M-$77.2K2026-10-22
Constitution Capital LLC
INCREASED4,8354,645+190+4%$1.6M$1.7M+$143.7K2026-10-23
Newman Dignan & Sheerar, Inc.
INCREASED4,8264,776+50+1%$1.6M$1.7M+$95.6K2026-10-21
Client 1ST Advisory Group, LLC
INCREASED4,8122,637+2,175+82%$904.9K$1.7M+$824.3K2026-10-19
Alhambra Investment Management LLC
INCREASED4,8034,793+10+0%$1.6M$1.7M+$81.4K2026-10-15
ASO Group Ltd
INCREASED4,7934,767+26+1%$1.6M$1.7K-$1.6M2026-11-05
Prosperity Financial Group, Inc.
INCREASED4,7854,444+341+8%$1.5M$1.7M+$194.7K2026-10-29
Willow Creek Wealth Management Inc.
DECREASED4,7734,790-170%$1.6M$1.7M+$71.7K2026-10-26
Markowski Investments
DECREASED4,7635,617-854-15%$1.9M$1.7M-$215.5K2026-10-30
Lazari Capital Management, Inc.
DECREASED4,7504,871-121-2%$1.7M$1.7M+$35.4K2026-10-20
JGP Wealth Management, LLC
INCREASED4,7454,738+7+0%$1.6M$1.7M+$79.5K2026-10-13
Seilern Investment Management Ltd
DECREASED4,7375,621-884-16%$1.9M$1.7M-$226.4K2026-10-13
SYM Financial Corp
INCREASED4,7314,467+264+6%$1.5M$1.7M+$167.4K2026-10-26
Bingham Private Wealth, LLC
DECREASED4,7184,970-252-5%$1.7M$1.7M-$9.8K2026-11-05
Enterprise Financial Services Corp
INCREASED4,7114,692+19+0%$1.6M$1.7M+$83.0K2026-11-03
One Day In July LLC
DECREASED4,6964,732-36-1%$1.6M$1.7M+$63.9K2026-10-30
Worth Financial Advisory Group, LLC
INCREASED4,6954,627+68+1%$1.6M$1.7M+$99.6K2026-10-19
Nixon Peabody Trust Co
INCREASED4,6934,338+355+8%$1.5M$1.7M+$198.0K2026-10-23
Titleist Asset Management, LLC
INCREASED4,6924,001+691+17%$1.4M$1.7M+$313.2K2026-10-08
Shelton Wealth Management, LLC
INCREASED4,6874,609+78+2%$1.6M$1.7M+$103.0K2026-10-16
Braun Stacey Associates Inc
INCREASED4,6504,500+150+3%$1.5M$1.7M+$127.0K2026-10-19
CFS Investment Advisory Services, LLC
INCREASED4,6434,620+23+1%$1.7M$1.7M+$47.8K2026-10-19
Paradigm Asset Management Co LLC
DECREASED4,6404,940-300-6%$1.7M$1.7M-$27.6K2026-11-05
Baron Wealth Management LLC
INCREASED4,6404,416+224+5%$1.5M$1.7M+$152.4K2026-10-27
General Partner, Inc.
UNCHANGED4,6344,63400%$1.6M$1.7M+$75.3K2026-10-05
Collaborative Fund Advisors, LLC
INCREASED4,5933,928+665+17%$1.3M$1.7M+$302.7K2026-11-02
Root Financial Partners, LLC
INCREASED4,5914,081+510+13%$1.4M$1.6M+$249.6K2026-10-21
Corda Investment Management, Llc.
INCREASED4,5714,485+86+2%$1.5M$1.6M+$103.5K2026-10-22
Waterway Wealth Management, LLC
INCREASED4,5624,383+179+4%$1.5M$1.6M+$135.5K2026-10-28
Elmwood Wealth Management, Inc.
INCREASED4,5504,545+5+0%$1.6M$1.6M+$75.5K2026-10-14
Kepler Cheuvreux (Suisse) SA
DECREASED4,5487,352-2,804-38%$2.5M$1.6M-$888.2K2026-10-20
Omega Financial Group, LLC
INCREASED4,5474,545+2+0%$1.6M$1.6M+$74.6K2026-10-29
First Bancorp, Inc
INCREASED4,5344,516+18+0%$1.5M$1.6M+$79.8K2026-10-26
Golden Reserve Retirement LLC
INCREASED4,5253,469+1,056+30%$1.2M$1.6M+$435.9K2026-11-02
Morton Capital Management LLC
DECREASED4,5104,702-192-4%$1.6M$1.6M+$7.4K2026-10-23
North Star Investment Management Corp.
DECREASED4,5014,555-54-1%$1.6M$1.6M+$54.3K2026-10-27
JSF Financial, LLC
INCREASED4,4944,480+14+0%$1.5M$1.6M+$77.8K2026-10-22
Anchyra Partners LLC
INCREASED4,4763,759+717+19%$1.3M$1.6M+$318.7K2026-10-13
Analyst IMS Investment Management Services Ltd.
INCREASED4,4723,271+1,201+37%$1.1M$1.6K-$1.1M2026-11-05
AA Financial Advisors, LLC
INCREASED4,4714,323+148+3%$1.5M$1.6M+$123.4K2026-10-19
Kennedy Investment Group, Inc.
DECREASED4,4704,552-82-2%$1.6M$1.6M+$44.3K2026-10-21
Elwood & Goetz Wealth Advisory Group, LLC
DECREASED4,4674,671-204-4%$1.6M$1.6M+$2.6K2026-10-28
HMV Wealth Advisors, LLC
INCREASED4,4654,139+326+8%$1.4M$1.6M+$184.4K2026-10-27
Etesian Wealth Advisors, Inc.
DECREASED4,4654,470-50%$1.5M$1.6M+$70.8K2026-10-27
Shum Financial Group, Inc.
INCREASED4,4554,437+18+0%$1.5M$1.6M+$78.5K2026-10-13
Gold Investment Management Ltd.
DECREASED4,4494,601-152-3%$1.6M$1.6M+$20.1K2026-10-19
Trek Financial, LLC
DECREASED4,43210,025-5,593-56%$3.4M$1.6M-$1.8M2026-10-29
Shepherd Street Advisors LLC
INCREASED4,4274,262+165+4%$1.5M$1.7M+$192.8K2026-10-21
Bison Wealth, LLC
INCREASED4,4164,135+281+7%$1.5M$1.7M+$241.6K2026-10-13
Mitchell Sinkler & Starr
INCREASED4,4084,328+80+2%$1.5M$1.6M+$99.0K2026-10-13
Cache Advisors, LLC
DECREASED4,4057,093-2,688-38%$2.4M$1.6M-$850.7K2026-10-16
Watershed Private Wealth LLC
DECREASED4,4004,852-452-9%$1.7M$1.6M-$83.6K2026-10-30
Pacific Center for Financial Services
INCREASED4,4004,103+297+7%$1.4M$1.6M+$173.3K2026-10-15
Centerpoint Advisors, LLC
DECREASED4,4004,463-63-1%$1.5M$1.6K-$1.5M2026-11-05
PUREfi Wealth, LLC
INCREASED4,3893,501+888+25%$1.2M$1.6M+$375.9K2026-10-19
Aire Advisors, LLC
INCREASED4,3744,138+236+6%$1.4M$1.6M+$152.1K2026-10-22
RMR Capital Management, LLC
UNCHANGED4,3624,36200%$1.5M$1.6M+$70.8K2026-10-23
Birch Capital Management, LLC
INCREASED4,3594,322+37+1%$1.5M$1.6M+$83.5K2026-10-27
Rossby Financial, LCC
INCREASED4,3563,302+1,054+32%$1.1M$1.6M+$432.4K2026-11-05
Argent Capital Management LLC
DECREASED4,3444,519-175-4%$1.6M$1.6M+$10.6K2026-10-05
Myriad Asset Management US LP
INCREASED4,3393,302+1,037+31%$1.1M$1.6M+$426.0K2026-11-03
Fiduciary Financial Group, LLC
DECREASED4,3374,373-36-1%$1.5M$1.6M+$58.1K2026-10-13
Chung Wu Investment Group, LLC
UNCHANGED4,3304,33000%$1.5M$1.6M+$70.3K2026-11-03
Southern Michigan Bank & Trust
DECREASED4,3274,485-158-4%$1.5M$1.6M+$16.1K2026-10-19
Kennebec Savings Bank
INCREASED4,3234,295+28+1%$1.5M$1.6M+$79.8K2026-10-22
Alpha Advisors, LLC
INCREASED4,3164,305+11+0%$1.5M$1.6M+$73.7K2026-10-19
Avalon Capital Management
DECREASED4,3134,425-112-3%$1.5M$1.5M+$31.6K2026-11-04
BigSur Wealth Management LLC
UNCHANGED4,3104,31000%$1.5M$1.5M+$70.0K2026-10-13
Arwa LLC
DECREASED4,3074,871-564-12%$1.8M$1.7M-$72.7K2026-10-21
Lantz Financial LLC
INCREASED4,2884,128+160+4%$1.4M$1.5M+$124.5K2026-10-15
Cassia Capital Partners, LLC
INCREASED4,2784,268+10+0%$1.5M$1.5M+$72.9K2026-11-04
Quantum Financial Advisors, LLC
INCREASED4,2524,051+201+5%$1.4M$1.5M+$138.0K2026-11-03
Capital Investment Counsel, Inc
DECREASED4,2424,283-41-1%$1.5M$1.5M+$54.8K2026-10-20
First Financial Corp
DECREASED4,2404,392-152-3%$1.5M$1.5M+$16.7K2026-10-13
W.H. Cornerstone Investments Inc.
DECREASED4,2304,417-187-4%$1.5M$1.5M+$4.6K2026-11-03
Miller Financial Services LLC
INCREASED4,2234,174+49+1%$1.4M$1.5M+$85.4K2026-10-20
Pacific Sage Partners, LLC
INCREASED4,2204,219+1+0%$1.4M$1.5M+$68.8K2026-10-21
Vigilare Wealth Management
UNCHANGED4,2164,21600%$1.4M$1.5M+$68.5K2026-10-29
KW Wealth Management LLC
NEW4,211—+4,211——$1.5M—2026-10-28
Pinnacle Wealth Management Group, Inc.
INCREASED4,2043,914+290+7%$1.3M$1.5M+$167.8K2026-10-15
Capital Advantage, Inc.
INCREASED4,1953,322+873+26%$1.1M$1.5M+$367.5K2026-10-14
Intelligent Financial Strategies
DECREASED4,1944,419-225-5%$1.5M$1.5M-$9.1K2026-10-16
PKS Advisory Services, LLC
UNCHANGED4,1944,19400%$1.4M$1.4M$02026-10-26
Alpha Family Trust
UNCHANGED4,1904,19000%$1.4M$1.4M$02026-11-04
Oarsman Capital, Inc.
DECREASED4,1814,472-291-7%$1.5M$1.5M-$31.9K2026-11-05
BAM Wealth Management, LLC
DECREASED4,1804,293-113-3%$1.5M$1.5M+$29.1K2026-10-15
True Private Wealth Advisors
DECREASED4,1754,209-34-1%$1.4M$1.5M+$56.2K2026-10-19
Midwest Financial Group LLC
INCREASED4,1744,092+82+2%$1.4M$1.5M+$96.0K2026-10-15
Rayburn West Financial Services LLC
INCREASED4,1723,525+647+18%$1.2M$1.5M+$289.7K2026-11-03
Karras Company, Inc.
DECREASED4,1664,216-50-1%$1.4M$1.5M+$50.6K2026-10-16
Kozak & Associates, Inc.
DECREASED4,1614,697-536-11%$1.6M$1.7M+$17.9K2026-10-29
Pflug Koory, LLC
INCREASED4,1584,021+137+3%$1.4M$1.5M+$114.5K2026-10-26
Hobart Private Capital, LLC
INCREASED4,1493,353+796+24%$1.2M$1.5M+$340.5K2026-10-19
Allen Capital Group, LLC
INCREASED4,1493,974+175+4%$1.4M$1.5M+$127.4K2026-10-27
Wealth Management Partners, LLC
INCREASED4,1384,137+1+0%$1.4M$1.5M+$67.4K2026-10-21
TigerOak Management, L.L.C.
INCREASED4,1374,064+73+2%$1.4M$1.5M+$92.2K2026-10-23
Cantor Fitzgerald Investment Advisors L.P.
DECREASED4,1214,279-158-4%$1.5M$1.5M+$12.7K2026-10-21
Paulson Wealth Management Inc.
DECREASED4,1174,130-130%$1.4M$1.5M+$62.4K2026-11-02
Sound Income Strategies, LLC
INCREASED4,1064,045+61+2%$1.4M$1.5M+$152.2K2026-10-09
Prentiss Smith & Co Inc
UNCHANGED4,0944,09400%$1.4M$1.5M+$66.5K2026-10-27
Ignite Planners, LLC
INCREASED4,0893,367+722+21%$1.2M$1.5M+$318.7K2026-10-14
Whelan Financial
INCREASED4,0733,637+436+12%$1.2M$1.5M+$215.8K2026-10-28
American State Bank (Iowa)
INCREASED4,0493,794+255+7%$1.3M$1.5M+$153.2K2026-11-03
Centurion Wealth Management LLC
DECREASED4,0494,187-138-3%$1.4M$1.5M+$18.5K2026-10-13
Benchmark Financial Wealth Advisors, LLC
INCREASED4,0483,785+263+7%$1.3M$1.5M+$155.9K2026-10-20
First Command Advisory Services, Inc.
INCREASED4,0323,565+467+13%$1.2M$1.4M+$225.7K2026-11-05
Lakeshore Capital Group, Inc.
INCREASED4,0303,708+322+9%$1.3M$1.4M+$175.9K2026-10-20
Opal Wealth Advisors, LLC
DECREASED4,0284,402-374-8%$1.5M$1.4M-$62.9K2026-10-16
Hager Investment Management Services, LLC
DECREASED4,0254,035-100%$1.4M$1.4M+$62.1K2026-11-04
BankPlus Wealth Management LLC
DECREASED4,0144,172-158-4%$1.4M$1.4M+$11.9K2026-10-13
Jefferies Financial Group Inc.
DECREASED4,00049,683-45,683-92%$17.0M$1.4M-$15.6M2026-11-05
Rudd Co d/b/a Styre Wealth
NEW3,982—+3,982——$1.6M—2026-10-29
Able Financial Group, LLC
INCREASED3,9793,587+392+11%$1.2M$1.4M+$199.1K2026-10-14
Smith Group Asset Management, LLC
DECREASED3,9784,250-272-6%$1.5M$1.4M-$28.7K2026-10-27
Andrews Advisory Associates, LLC
DECREASED3,9764,128-152-4%$1.4M$1.4M+$12.7K2026-10-15
Grant Private Wealth Management Inc
DECREASED3,9705,011-1,041-21%$1.7M$1.4M-$292.7K2026-10-19
Jessup Wealth Management, Inc
DECREASED3,9704,041-71-2%$1.4M$1.4M+$39.9K2026-10-20
Uptick Partners, LLC
INCREASED3,9693,952+17+0%$1.4M$1.4M+$70.1K2026-11-04
Manitou Investment Management Ltd.
DECREASED3,9668,412-4,446-53%$2.9M$1.4M-$1.5M2026-10-15
Independence Wealth Advisors, LLC
DECREASED3,9583,968-100%$1.4M$1.4M+$60.9K2026-10-29
Willow Creek Capital Management, Inc.
UNCHANGED3,9573,95700%$1.4M$1.4M$02026-10-16
Walled Lake Planning & Wealth Management, LLC
DECREASED3,9553,958-30%$1.4M$1.4M+$63.2K2026-10-29
Summit Financial Wealth Advisors, LLC
UNCHANGED3,9513,95100%$1.4M$1.4M+$64.2K2026-10-15
Parisi Gray Wealth Management
UNCHANGED3,9433,94300%$1.4M$1.4M+$64.0K2026-10-16
Crown Wealth Group, LLC
DECREASED3,9324,057-125-3%$1.4M$1.4M+$21.1K2026-10-19
Creative Financial Designs Inc
INCREASED3,9233,649+274+8%$1.3M$1.4M+$158.0K2026-11-04
Raleigh Capital Management Inc.
INCREASED3,9163,754+162+4%$1.3M$1.4M+$119.0K2026-10-28
Argyle Capital Partners, LLC
INCREASED3,9123,885+27+1%$1.3M$1.4M+$72.5K2026-10-23
Norway Savings Bank
INCREASED3,9053,666+239+7%$1.3M$1.4M+$145.4K2026-10-20
CPC Advisors, LLC
INCREASED3,9043,044+860+28%$1.0M$1.4M+$358.5K2026-10-21
May Hill Capital, LLC
INCREASED3,8963,578+318+9%$1.2M$1.4M+$172.4K2026-11-03
Peoples Bank
DECREASED3,8953,910-150%$1.3M$1.4M+$58.1K2026-10-09
Pekin Hardy Strauss, Inc.
DECREASED3,8943,945-51-1%$1.4M$1.4M+$45.7K2026-11-02
Hilltop National Bank
INCREASED3,8913,750+141+4%$1.3M$1.4M+$111.6K2026-10-14
Foster Group, Inc.
INCREASED3,8883,852+36+1%$1.3M$1.4M+$75.5K2026-10-13
St. Louis Trust Co
UNCHANGED3,8853,88500%$2.1M$1.4M-$689.2K2026-11-03
Trust Co
INCREASED3,8773,690+187+5%$1.3M$1.4M+$127.1K2026-10-09
Barnes Dennig Private Wealth Management LLC
DECREASED3,8774,053-176-4%$1.4M$1.4M+$2.6K2026-10-30
Worthington Financial Partners, LLC
INCREASED3,8663,855+11+0%$1.3M$1.4M+$66.3K2026-10-13
Capital Advisors, Ltd. LLC
INCREASED3,8593,781+78+2%$1.3K$1.4K+$902026-10-27
Sage Private Wealth Group, LLC
INCREASED3,8523,599+253+7%$1.2M$1.4M+$149.5K2026-10-21
Mccarter Private Wealth Services LLC
INCREASED3,8503,831+19+1%$1.3M$1.4M+$69.0K2026-10-22
Spectrum Asset Management, Inc. (NB )
INCREASED3,8403,836+4+0%$1.3M$1.4M+$63.5K2026-10-19
Private Management Group Inc
INCREASED3,8323,796+36+1%$1.3M$1.4M+$74.6K2026-11-04
JB Capital LLC
DECREASED3,8265,117-1,291-25%$1.8M$1.4M-$380.7K2026-10-19
Truefg, LLC
UNCHANGED3,8193,81900%$1.3M$1.4M+$62.0K2026-10-15
Hennessy Advisors Inc
INCREASED3,8003,500+300+9%$1.2M$1.4M+$164.6K2026-10-28
William John Sempolinski
INCREASED3,8003,600+200+6%$1.2M$1.4M+$130.3K2026-10-20
Eagle Strategies LLC
INCREASED3,8003,762+38+1%$1.3M$1.4M+$74.6K2026-10-16
Willner & Heller, LLC
DECREASED3,7893,846-57-1%$1.3M$1.4M+$41.9K2026-10-28
FAI Advisors, Inc.
INCREASED3,7853,728+57+2%$1.3M$1.4M+$81.0K2026-10-27
Meadow Creek Wealth Advisors LLC
INCREASED3,7783,456+322+9%$1.2M$1.4M+$171.8K2026-11-02
Groesbeck Investment Management Corp
INCREASED3,7743,409+365+11%$1.2K$1.4K+$1862026-10-26
Ackerman Capital Advisors, LLC
INCREASED3,7673,565+202+6%$1.2M$1.4M+$130.5K2026-10-30
United Community Bank
DECREASED3,7583,762-40%$1.3M$1.4M+$59.7K2026-10-28
Waterfront Wealth Inc.
UNCHANGED3,7423,74200%$1.3M$1.5M+$215.9K2026-11-03
StoryOne LLC
INCREASED3,7341,836+1,898+103%$629.9K$1.3M+$711.8K2026-10-13
One Wealth Capital Management, LLC
DECREASED3,71810,842-7,124-66%$3.7M$1.3M-$2.4M2026-10-23
Convergence Financial, LLC
DECREASED3,7157,231-3,516-49%$2.5M$1.3M-$1.1M2026-10-27
Vann Equity Management LLC
INCREASED3,7143,705+9+0%$1.3M$1.3M+$63.3K2026-10-08
Elevate Capital Advisors, LLC
DECREASED3,7057,248-3,543-49%$2.5M$1.3M-$1.2M2026-11-02
Burton Enright Welch
DECREASED3,7043,797-93-2%$1.3M$1.3M+$28.2K2026-11-04
Focused Wealth Management, Inc
DECREASED3,7003,859-159-4%$1.3M$1.3M+$5.6K2026-10-30
Next Level Private LLC
INCREASED3,6993,457+242+7%$1.2M$1.3M+$142.9K2026-10-20
Advisor Resource Council
DECREASED3,6943,843-149-4%$1.4M$1.4M-$5.1K2026-11-05
Invariant Investment Management
INCREASED3,6893,669+20+1%$1.3M$1.3M+$19.5K2026-10-08
Old Port Advisors
DECREASED3,6673,682-150%$1.3M$1.3M+$54.4K2026-10-23
Cynosure Group, LLC
UNCHANGED3,6643,66400%$1.3M$1.3M+$59.5K2026-11-03
Heartwood Wealth Advisors LLC
DECREASED3,6583,714-56-2%$1.3M$1.3M+$40.2K2026-10-05
Kentucky Trust Co
INCREASED3,6543,583+71+2%$1.2M$1.3M+$83.7K2026-10-15
Wealth Architects, LLC
INCREASED3,6502,895+755+26%$993.3K$1.3M+$318.4K2026-11-03
Cora Capital Advisors LLC
INCREASED3,6503,647+3+0%$1.3M$1.3M+$60.3K2026-11-02
O'Domhnaill Enterprises, Inc.
DECREASED3,6493,994-345-9%$1.4M$1.3M-$59.1K2026-10-29
Granite Islands Private Wealth, LLC
NEW3,633—+3,633——$1.3M—2026-10-16
Arcataur Capital Management LLC
DECREASED3,6063,630-24-1%$1.2M$1.3M+$50.3K2026-10-21
Bigelow Investment Advisors, LLC
DECREASED3,6053,707-102-3%$1.3M$1.3M+$23.6K2026-10-13
TCI Wealth Advisors, Inc.
DECREASED3,6043,688-84-2%$1.3M$1.3M+$29.7K2026-10-30
Elevatus Welath Management
INCREASED3,5962,574+1,022+40%$883.2K$1.3M+$408.8K2026-10-19
First County Bank
INCREASED3,5913,451+140+4%$1.2M$1.3M+$106.4K2026-10-13
Garrett Wealth Advisory Group, LLC
INCREASED3,5853,512+73+2%$1.2M$1.3M+$83.3K2026-10-22
Pine Haven Investment Counsel, Inc
DECREASED3,5823,607-25-1%$1.2M$1.3M+$49.6K2026-11-02
Unique Wealth, LLC
DECREASED3,5794,089-510-12%$1.4M$1.3M-$116.8K2026-10-16
Davidson Trust Co
UNCHANGED3,5663,56600%$1.2M$1.3M+$57.9K2026-10-09
First Citizens Financial Corp
DECREASED3,5403,555-150%$1.2M$1.3M+$52.3K2026-10-02
Founders Grove Wealth Partners, LLC
INCREASED3,5303,398+132+4%$1.2M$1.3M+$102.6K2026-10-16
Forum Financial Management, LP
DECREASED3,5173,547-30-1%$1.2M$1.3M+$47.0K2026-10-16
Adirondack Trust Co
DECREASED3,5173,530-130%$1.2M$1.3M+$52.7K2026-10-14
Acima Private Wealth, LLC
DECREASED3,5123,810-298-8%$1.3M$1.3M-$45.2K2026-10-05
Outlook Wealth Advisors, LLC
DECREASED3,4953,679-184-5%$1.3M$1.3M-$7.1K2026-10-28
Commonwealth Financial Services, LLC
DECREASED3,4875,180-1,693-33%$1.3M$1.3M-$54.1K2026-10-20
Rockingstone Advisors LLC
UNCHANGED3,4853,48500%$1.2M$1.3M+$56.6K2026-10-16
Lynx Investment Advisory
DECREASED3,4744,397-923-21%$1.5M$1.2M-$260.0K2026-10-27
Sunburst Financial Group, LLC
DECREASED3,4743,487-130%$1.2M$1.2M+$52.0K2026-10-09
Clifford Swan Investment Counsel LLC
DECREASED3,4733,703-230-6%$1.3M$1.2M-$22.5K2026-11-05
Canandaigua National Trust Co of Florida
NEW3,464—+3,464——$1.2M—2026-10-07
Investment Research Partners LLC
INCREASED3,4643,460+4+0%$1.2M$1.2M+$57.6K2026-10-19
Sage Rhino Capital LLC
DECREASED3,4503,476-26-1%$1.2M$1.2M+$47.1K2026-10-28
Consilium Wealth Advisory, LLC
INCREASED3,4493,309+140+4%$1.1M$1.2M+$104.2K2026-10-14
MTM Investment Management, LLC
INCREASED3,4463,445+1+0%$1.2M$1.2M+$56.0K2026-10-30
QTR Family Wealth, LLC
DECREASED3,4413,578-137-4%$1.2M$1.2M+$8.9K2026-11-02
Schneider Downs Wealth Management Advisors, LP
INCREASED3,4303,031+399+13%$1.0M$1.2M+$192.6K2026-10-27
Heritage Family Offices, LLP
DECREASED3,4243,565-141-4%$1.2M$1.2M+$7.2K2026-11-02
New Covenant Trust Company, N.A.
INCREASED3,3862,649+737+28%$908.8K$1.2M+$307.8K2026-10-08
Global Assets Advisory, LLC
DECREASED3,3783,434-56-2%$1.2M$1.2M+$38.0K2026-10-28
Almanack Investment Partners, Llc.
DECREASED3,3744,224-850-20%$1.4M$1.2M-$236.9K2026-11-03
Grandfield & Dodd, LLC
DECREASED3,3683,378-100%$1.2M$1.2M+$51.3K2026-10-29
Three Bridge Wealth Advisors, LLC
INCREASED3,3593,349+10+0%$1.1M$1.2M+$58.0K2026-11-05
Stone Wealth Partners
INCREASED3,3571,686+1,671+99%$579.0K$1.2M+$638.1K2026-11-05
Trilogy Capital Inc.
INCREASED3,3563,130+226+7%$1.1M$1.2M+$132.1K2026-10-20
Wedgewood Investors Inc
DECREASED3,3353,435-100-3%$1.2M$1.2M+$19.9K2026-10-28
Cadent Capital Advisors, LLC
DECREASED3,3303,331-10%$1.1M$1.2M+$53.8K2026-10-09
4Wealth Advisors, Inc.
DECREASED3,3274,212-885-21%$1.4M$1.2M-$221.5K2026-10-13
Meriwether Wealth & Planning, LLC
DECREASED3,3233,412-89-3%$1.2M$1.2M+$23.4K2026-10-13
AGH Wealth Advisors, LLC
INCREASED3,3233,271+52+2%$1.1M$1.2M+$71.8K2026-10-26
Cambridge Advisors Inc.
DECREASED3,3213,591-270-8%$1.2M$1.2M-$38.7K2026-10-19
Carlton Hofferkamp & Jenks Wealth Management, LLC
UNCHANGED3,3213,32100%$1.2M$1.4M+$176.5K2026-10-21
Nfsg Corp
INCREASED3,3203,081+239+8%$1.1M$1.2M+$135.8K2026-10-15
Bullock Wealth Management Group
INCREASED3,3193,288+31+1%$1.2M$1.2M+$40.1K2026-10-09
Investment Partners Asset Management, Inc.
DECREASED3,3043,307-30%$1.1M$1.2M+$52.6K2026-10-09
Madden Securities Corp
UNCHANGED3,2993,29900%$1.1M$1.2M+$53.6K2026-10-27
Goldstein Advisors, LLC
DECREASED3,2983,672-374-10%$1.3M$1.2M-$74.8K2026-10-15
Saxon Interests, Inc.
DECREASED3,2954,909-1,614-33%$1.7M$1.2M-$500.2K2026-10-26
Quantum Private Wealth, LLC
DECREASED3,2943,369-75-2%$1.2M$1.2M+$27.7K2026-10-20
Alchemi Wealth, LLC
INCREASED3,2913,275+16+0%$1.1M$1.2M+$59.2K2026-11-04
Ceera Investments, LLC
DECREASED3,2893,341-52-2%$1.1M$1.2M+$35.6K2026-11-02
Steel Grove Capital Advisors, LLC
INCREASED3,2723,093+179+6%$1.1M$1.2M+$114.5K2026-10-13
Windsor Capital Management, LLC
DECREASED3,2703,307-37-1%$1.1M$1.2M+$40.1K2026-10-13
Hengehold Capital Management LLC
DECREASED3,2674,382-1,115-25%$1.5M$1.2M-$329.2K2026-10-16
Inspirion Wealth Advisors, LLC
UNCHANGED3,2673,26700%$1.1M$1.2M+$27.0K2026-10-09
CJM Wealth Advisers, Ltd.
DECREASED3,2593,537-278-8%$1.2M$1.2M-$42.2K2026-10-27
Howard Financial Services, Ltd.
INCREASED3,2522,841+411+14%$974.6K$1.2M+$193.9K2026-10-15
Ascentis Wealth Management, LLC
INCREASED3,2433,029+214+7%$1.0M$1.2M+$126.1K2026-11-03
Pacific Capital Wealth Advisors, Inc.
INCREASED3,2433,057+186+6%$1.0M$1.2M+$116.5K2026-10-22
Key Client Fiduciary Advisors, LLC
INCREASED3,2412,942+299+10%$1.0M$1.2M+$155.2K2026-10-19
Cornerstone National Bank & Trust Co
DECREASED3,2413,337-96-3%$1.2M$1.2M-$5.3K2026-10-20
Blue Bell Private Wealth Management, LLC
INCREASED3,2282,748+480+17%$942.8K$1.2M+$217.1K2026-10-29
Mitchell & Pahl Private Wealth, LLC
DECREASED3,2193,238-19-1%$1.1M$1.2M+$45.8K2026-10-14
SFM, LLC d/b/a Sweeney Financial Advisors
DECREASED3,2175,509-2,292-42%$1.9M$1.2M-$733.8K2026-10-14
Riversedge Advisors, LLC
INCREASED3,2132,872+341+12%$985.4K$1.2M+$169.2K2026-10-09
Verum Partners LLC
INCREASED3,2083,136+72+2%$1.1M$1.2M+$76.8K2026-10-21
Ejmk Ventures LLC
DECREASED3,2073,391-184-5%$1.2M$1.2M-$11.0K2026-10-21
Elevated Capital Advisors, LLC
DECREASED3,2055,133-1,928-38%$1.8M$1.2M-$609.2K2026-11-04
Virtue Capital Management, LLC
DECREASED3,2005,571-2,371-43%$1.9M$1.1M-$761.4K2026-10-29
Kearns & Associates LLC
UNCHANGED3,2003,20000%$1.1M$1.1M+$52.0K2026-10-09
Index Fund Advisors, Inc.
DECREASED3,1983,880-682-18%$1.3M$1.1M-$182.0K2026-11-05
Unified Investment Management
INCREASED3,1983,175+23+1%$1.1M$1.1M+$59.9K2026-10-14
Harbor Group, Inc.
INCREASED3,1983,193+5+0%$1.1M$1.1M+$53.8K2026-10-14
Howard Wealth Management, LLC
DECREASED3,1823,231-49-2%$1.1M$1.1M+$34.9K2026-10-28
Clearwave Capital, LLC
INCREASED3,1802,996+184+6%$1.0M$1.1M+$114.9K2026-10-27
DecisionMap Wealth Management, LLC
DECREASED3,1803,248-68-2%$1.1M$1.1M+$28.4K2026-10-29
Bay Capital Advisors, LLC
DECREASED3,1793,254-75-2%$1.1M$1.1M+$25.9K2026-10-16
Global Trust Wealth Management LLC
INCREASED3,1753,078+97+3%$1.1M$1.1M+$84.8K2026-10-14
Values Added Financial LLC
INCREASED3,1663,097+69+2%$1.1M$1.1M+$75.1K2026-10-28
Semus Wealth Partners LLC
DECREASED3,1633,289-126-4%$1.1M$1.1M+$7.9K2026-10-22
Sage Mountain Advisors LLC
DECREASED3,1584,455-1,297-29%$1.5M$1.1M-$393.7K2026-11-02
Manchester Financial Inc
DECREASED3,1493,219-70-2%$1.1M$1.1M+$27.1K2026-10-15
Hidden Cove Wealth Management, LLC
INCREASED3,1483,104+44+1%$1.1M$1.1M+$66.3K2026-10-19
Flynn Zito Capital Management, LLC
INCREASED3,1423,127+15+0%$1.1M$1.1M+$56.0K2026-11-04
KRS Capital Management, LLC
UNCHANGED3,1423,14200%$1.1M$1.1M+$51.2K2026-10-16
Traveka Wealth, LLC
INCREASED3,1402,616+524+20%$897.4K$1.1M+$230.8K2026-10-19
Mainstream Capital Management LLC
DECREASED3,1403,210-70-2%$1.1M$1.1M+$27.0K2026-10-23
Olistico Wealth, LLC
DECREASED3,1343,142-80%$1.1M$1.1M+$48.2K2026-10-05
Westbourne Investment Advisors, Inc.
DECREASED3,1303,260-130-4%$1.1M$1.1M+$6.2K2026-10-20
Fortitude Family Office, LLC
INCREASED3,1272,767+360+13%$949.3K$1.1M+$174.3K2026-10-14
TruNorth Capital Management, LLC
INCREASED3,1272,866+261+9%$983.3K$1.1M+$140.3K2026-10-14
Charles Schwab Trust Co
INCREASED3,1252,854+271+10%$979.2K$1.1M+$143.7K2026-10-15
Adirondack Capital Advisors, LLC
UNCHANGED3,1253,12500%$1.1M$1.1M+$50.8K2026-10-09
Split Creek LLC DBA Split Creek Capital LLC
INCREASED3,1213,114+7+0%$1.1M$1.1M+$53.1K2026-11-02
Altfest L J & Co Inc
DECREASED3,1163,310-194-6%$1.1M$1.1M-$16.1K2026-10-27
Floyd Financial Group LLC
DECREASED3,1143,179-65-2%$1.1M$1.2M+$101.5K2026-10-28
Crumly & Associates Inc.
INCREASED3,1102,811+299+11%$964.5K$1.1M+$153.1K2026-10-07
Red Spruce Capital, LLC
DECREASED3,1053,193-88-3%$1.1M$1.1M+$20.2K2026-10-07
Pension & Wealth Management Advisors, Inc.
INCREASED3,0852,040+1,045+51%$700.3K$1.1M+$408.4K2026-10-16
Tandem Investment Partners LLC
INCREASED3,0833,080+3+0%$1.1M$1.1M+$51.1K2026-10-16
Xcel Wealth Management, LLC
DECREASED3,0593,396-337-10%$1.2M$1.1M-$65.9K2026-10-26
Wolff Financial Management LLC
INCREASED3,0513,050+1+0%$1.0M$1.1M+$49.6K2026-10-23
Penn Davis Mcfarland Inc
UNCHANGED3,0503,05000%$1.0M$1.1M+$49.5K2026-10-23
Clearview Wealth Management LLC
DECREASED3,0443,297-253-8%$1.1M$1.2M+$74.3K2026-10-16
Proathlete Wealth Management LLC
INCREASED3,0402,650+390+15%$909.5K$1.1M+$183.3K2026-10-15
Leeward Financial Partners, LLC
DECREASED3,0373,469-432-12%$1.2M$1.1M-$98.9K2026-10-23
Keystone Wealth Services, LLC
INCREASED3,0362,879+157+5%$987.9K$1.1M+$122.8K2026-11-03
Kanawha Capital Management LLC
DECREASED3,0343,085-51-2%$1.1M$1.1M+$31.8K2026-10-19
Towercrest Capital Management
INCREASED3,0172,797+220+8%$959.6K$1.1M+$124.5K2026-10-23
Sherman Asset Management, Inc.
INCREASED3,005755+2,250+298%$259.2K$1.1M+$820.8K2026-11-05
First Pacific Financial
DECREASED3,0043,191-187-6%$1.1M$1.1M-$15.6K2026-10-14
Chapman Financial Group, LLC
DECREASED2,9963,071-75-2%$1.1M$1.1M+$22.9K2026-10-26
Paladin Wealth, LLC
DECREASED2,9853,398-413-12%$1.2M$1.1M-$93.4K2026-10-23
Howard Bailey Securities, LLC
DECREASED2,9742,979-50%$1.0M$1.1M+$46.6K2026-10-27
Wealth Group, Ltd.
DECREASED2,97116,663-13,692-82%$5.7M$1.1K-$5.7M2026-10-30
United Capital Management of KS, Inc.
DECREASED2,9643,285-321-10%$1.1M$1.1M-$62.1K2026-11-04
Leonard Rickey Investment Advisors P.L.L.C.
INCREASED2,9552,884+71+2%$989.6K$1.1M+$72.4K2026-10-29
Key FInancial Inc
INCREASED2,9512,867+84+3%$983.6K$1.1M+$76.7K2026-11-02
BlueChip Wealth Advisors LLC
INCREASED2,9321,990+942+47%$682.7K$1.1M+$371.0K2026-11-03
RED Lighthouse Investment Management, LLC
INCREASED2,9292,928+1+0%$1.0M$1.1M+$47.9K2026-11-02
First Premier Bank
DECREASED2,9272,990-63-2%$1.0K$1.1K+$262026-10-13
Physician Wealth Advisors, Inc.
INCREASED2,9262,667+259+10%$914.9K$1.1M+$136.7K2026-10-20
PCG Asset Management, LLC
DECREASED2,9233,991-1,068-27%$1.4M$1.1M-$319.0K2026-11-05
Finivi Inc.
DECREASED2,9192,943-24-1%$1.0M$1.0M+$39.0K2026-10-13
West Paces Advisors Inc.
DECREASED2,9182,969-51-2%$1.0M$1.0M+$30.0K2026-10-13
Goldenstone Wealth Management LLC
DECREASED2,9122,920-80%$1.0M$1.0M+$44.6K2026-11-04
Compass Financial Management LLC
INCREASED2,9002,745+155+6%$973.5K$1.0M+$68.8K2026-10-30
Five Oceans Advisors
DECREASED2,8923,069-177-6%$1.1M$1.0M-$13.8K2026-10-22
Align Financial, LLC
INCREASED2,8902,875+15+1%$986.4K$1.0M+$52.1K2026-10-16
ARS Wealth Advisors Group, LLC
INCREASED2,8852,787+98+4%$956.2K$1.0M+$80.5K2026-10-16
55 North Private Wealth, LLC
INCREASED2,8812,716+165+6%$931.8K$1.0M+$103.4K2026-10-20
Symmetry Partners, LLC
INCREASED2,8731,431+1,442+101%$491.0K$1.0M+$541.3K2026-10-27
Bria Capital Group, LLC
INCREASED2,8712,755+116+4%$945.2K$1.0M+$86.4K2026-10-22
Burke & Herbert Bank & Trust Co
INCREASED2,8672,817+50+2%$966.5K$1.0M+$63.7K2026-11-02
Chapin Davis, Inc.
DECREASED2,8662,935-69-2%$1.0M$1.0M+$23.1K2026-10-09
Cannon Advisors, Inc.
INCREASED2,8512,820+31+1%$1.0M$1.1M+$125.2K2026-10-14
Arlington Financial Advisors, LLC
INCREASED2,8502,742+108+4%$940.8K$1.0M+$83.3K2026-10-19
Blossom Wealth Management
INCREASED2,8302,714+116+4%$931.2K$1.0M+$85.8K2026-11-03
Hutchens & Kramer Investment Management Group, LLC
INCREASED2,8292,708+121+4%$929.1K$1.0M+$87.5K2026-10-16
Intrua Financial, LLC
DECREASED2,8202,841-21-1%$974.6K$1.0M+$38.9K2026-10-28
Brucke Financial, Inc.
DECREASED2,8192,822-30%$968.1K$1.0M+$44.8K2026-10-23
Heritage Wealth Management, Inc.
DECREASED2,8182,826-80%$969.6K$1.0M+$43.0K2026-10-28
Seek First Inc.
INCREASED2,8152,811+4+0%$964.4K$1.0M+$47.1K2026-10-27
Family Capital Management, Inc.
INCREASED2,8122,638+174+7%$905.1K$1.0M+$105.2K2026-11-03
Bank of New Hampshire
DECREASED2,8102,857-47-2%$980.2K$1.0M+$29.5K2026-10-06
Lord & Richards Wealth Management, LLC
DECREASED2,8063,963-1,157-29%$1.4M$1.0M-$351.4K2026-10-14
Persium Advisors, LLC
INCREASED2,7962,648+148+6%$908.5K$1.0M+$96.2K2026-10-07
Acorn Wealth Advisors, LLC
INCREASED2,7962,711+85+3%$930.0K$1.0M+$74.8K2026-10-19
Tandem Capital Management Corp
INCREASED2,7772,757+20+1%$945.9K$997.9K+$52.0K2026-10-22
Reflection Asset Management
UNCHANGED2,7732,77300%$951.4K$996.4K+$45.0K2026-10-28
Cushing Capital Partners, LLC
INCREASED2,7722,467+305+12%$846.4K$995.9K+$149.5K2026-10-20
Samalin Investment Counsel, LLC
INCREASED2,7522,748+4+0%$943.0K$988.7K+$45.7K2026-10-23
Seven Mile Advisory
DECREASED2,7472,789-42-2%$956.9K$987.1K+$30.2K2026-10-22
MFA Wealth Advisors, LLC
INCREASED2,735665+2,070+311%$228.1K$982.8K+$754.7K2026-10-07
Gilpin Wealth Management, LLC
DECREASED2,7322,745-130%$941.9K$981.8K+$39.9K2026-10-09
Allegheny Financial Group
DECREASED2,7292,746-17-1%$942.2K$980.6K+$38.4K2026-11-05
Washington Trust Bank
INCREASED2,7252,682+43+2%$920.2K$979.2K+$59.0K2026-11-03
Iams Wealth Management, LLC
INCREASED2,7182,538+180+7%$870.9K$976.8K+$105.9K2026-10-15
Lee Financial Co
INCREASED2,7132,679+34+1%$919.1K$974.9K+$55.7K2026-10-16
XY Planning Network, Inc.
INCREASED2,7102,195+515+23%$753.0K$973.8K+$220.7K2026-10-14
Warren Street Wealth Advisors, LLC
INCREASED2,7102,652+58+2%$909.7K$973.6K+$63.9K2026-11-04
Kelleher Financial Advisors
DECREASED2,6974,449-1,752-39%$1.5M$969.1K-$557.3K2026-10-30
Brandywine OAK Private Wealth LLC
UNCHANGED2,6972,69700%$925.3K$969.1K+$43.8K2026-10-23
Yoffe Investment Management, LLC
UNCHANGED2,6972,69700%$925.2K$969.0K+$43.8K2026-11-02
Walkner Condon Financial Advisors LLC
INCREASED2,6902,519+171+7%$864.2K$966.7K+$102.5K2026-11-02
Discipline Wealth Solutions, LLC
DECREASED2,6862,789-103-4%$957.0K$965.3K+$8.3K2026-10-14
Emerald Advisors, LLC
INCREASED2,6772,645+32+1%$907.3K$961.9K+$54.6K2026-10-13
Clear Wave Wealth Management LLC
INCREASED2,6752,559+116+5%$878.0K$961.2K+$83.2K2026-11-04
Tufton Capital Management
UNCHANGED2,6742,67400%$917.0K$960-$916.0K2026-10-20
Burford Brothers, Inc.
DECREASED2,6702,789-119-4%$956.9K$959.5K+$2.6K2026-10-21
ARS Investment Partners, LLC
UNCHANGED2,6702,67000%$916.1K$959.5K+$43.4K2026-11-05
Bernardo Wealth Planning LLC
INCREASED2,6681,182+1,486+126%$405.5K$958.7K+$553.2K2026-10-23
Integrity Wealth Partners, LLC
NEW2,661—+2,661——$956.1K—2026-10-14
Riverwater Partners LLC
INCREASED2,6532,608+45+2%$894.8K$953.3K+$58.5K2026-11-03
EdgeRock Capital LLC
INCREASED2,6502,532+118+5%$868.6K$952.1K+$83.6K2026-11-03
Gratus Wealth Advisors, LLC
UNCHANGED2,6472,64700%$908.2K$951.2K+$43.0K2026-10-26
Wedge Capital Management L L P
UNCHANGED2,6442,64400%$907.1K$950.1K+$42.9K2026-10-13
Salvus Wealth Management, LLC
DECREASED2,6352,676-41-2%$918.1K$946.8K+$28.7K2026-10-13
Atala Financial Inc
UNCHANGED2,6352,63500%$904.0K$946.8K+$42.8K2026-10-22
Vaughan David Investments LLC
DECREASED2,6342,737-103-4%$939.0K$947-$938.1K2026-11-05
Greatmark Investment Partners, Inc.
INCREASED2,6242,484+140+6%$852.2K$942.9K+$90.6K2026-10-28
Total Clarity Wealth Management, Inc.
DECREASED2,6212,727-106-4%$935.6K$941.8K+$6.2K2026-10-26
Sunpointe, LLC
DECREASED2,6173,064-447-15%$1.1M$940.4K-$110.9K2026-10-22
Spartan Planning & Wealth Management
INCREASED2,6141,636+978+60%$561.3K$939.3K+$378.0K2026-10-13
Hamilton Capital, LLC
DECREASED2,6042,626-22-1%$901.0K$935.9K+$34.9K2026-10-08
AM Investment Strategies LLC
DECREASED2,5812,701-120-4%$927$927$02026-11-05
Harbour Trust & Investment Management Co
UNCHANGED2,5762,57600%$883.8K$925.6K+$41.8K2026-10-28
Primoris Wealth Advisors, LLC
UNCHANGED2,5762,57600%$883.8K$925.6K+$41.8K2026-10-28
RAM Investment Partners, LLC
INCREASED2,5732,529+44+2%$867.8K$924.7K+$56.9K2026-10-21
Eagle Wealth Advisors LLC
INCREASED2,5682,557+11+0%$877.3K$922.8K+$45.5K2026-10-20
Power Wealth Management LLC
DECREASED2,5572,569-120%$881.4K$918.8K+$37.4K2026-10-27
Investment Management Trust, LLC
INCREASED2,5572,552+5+0%$875.7K$918.8K+$43.1K2026-11-05
Veracity Capital LLC
INCREASED2,5542,445+109+4%$838.7K$917.6K+$78.9K2026-10-08
Midland Wealth Advisors, LLC
INCREASED2,5472,453+94+4%$841.6K$915.2K+$73.6K2026-10-26
Promethium Advisors,llc
DECREASED2,5382,561-23-1%$878.5K$911.8K+$33.3K2026-10-19
Castleview Partners, LLC
DECREASED2,5303,609-1,079-30%$1.2M$909.1K-$329.1K2026-10-09
Madson Wealth Advisors Inc
INCREASED2,5292,521+8+0%$865.1K$908.8K+$43.8K2026-10-13
Silver Grove Financial Group, Inc.
INCREASED2,5242,278+246+11%$781.5K$907.0K+$125.5K2026-11-05
Center for Financial Planning, Inc.
INCREASED2,5232,035+488+24%$698.0K$906.8K+$208.8K2026-10-26
Nadler Financial Group, Inc.
INCREASED2,5112,451+60+2%$840.8K$902.2K+$61.4K2026-10-23
Academy Capital Management
DECREASED2,5042,519-15-1%$864.2K$899.8K+$35.5K2026-11-05
Investment Advisory Services Inc
INCREASED2,4992,371+128+5%$813.3K$897.8K+$84.5K2026-10-27
Vilga Financial Planning LLC
DECREASED2,4992,516-17-1%$863.2K$898.0K+$34.8K2026-10-09
Oak Barrel Wealth Advisory LLC
INCREASED2,4942,449+45+2%$840.1K$896.3K+$56.2K2026-11-05
LVM Capital Management LTD
INCREASED2,4932,357+136+6%$809$895.8K+$895.0K2026-10-20
Landmark Wealth Management, LLC
UNCHANGED2,4852,48500%$852.6K$892.9K+$40.4K2026-11-03
Gradient Capital Advisors, LLC
DECREASED2,4822,535-53-2%$869.8K$892.0K+$22.2K2026-10-21
Legacy Wealth Asset Management, LLC
DECREASED2,4796,411-3,932-61%$2.2M$890.8K-$1.3M2026-10-09
Detalus Advisors, LLC
INCREASED2,4792,478+1+0%$850.3K$890.9K+$40.6K2026-10-15
Wealth Effects LLC
DECREASED2,4763,226-750-23%$1.1M$889.9K-$217.1K2026-10-23
Finward Bancorp
DECREASED2,4702,525-55-2%$866.3K$887.5K+$21.2K2026-10-14
Bosman Wealth Management, LLC
INCREASED2,466600+1,866+311%$205.9K$886.1K+$680.3K2026-10-28
Cap Partners, LLC
INCREASED2,4662,456+10+0%$842.5K$886.0K+$43.5K2026-10-19
BridgePort Financial Solutions, LLC
INCREASED2,4632,396+67+3%$822.1K$885.0K+$62.9K2026-11-02
TFB Advisors LLC
INCREASED2,4632,427+36+1%$832.7K$885.0K+$52.4K2026-11-02
Rainier Family Wealth Inc
DECREASED2,4602,483-23-1%$851.9K$884.0K+$32.1K2026-11-02
Stonebridge Financial Group, LLC
INCREASED2,4592,339+120+5%$802.5K$883.6K+$81.1K2026-10-01
Climber Capital SA
INCREASED2,447690+1,757+255%$236.3K$833.7K+$597.4K2026-10-20
Realta Investment Advisors
INCREASED2,4442,265+179+8%$777.1K$878.3K+$101.2K2026-10-14
Johnson Financial Group, LLC
DECREASED2,4414,942-2,501-51%$1.7M$877.1K-$818.4K2026-11-03
Wealth Dimensions Group, Ltd.
INCREASED2,4412,111+330+16%$724.4K$877.0K+$152.6K2026-11-02
Michels Family Financial, LLC
DECREASED2,4402,518-78-3%$864.0K$876.6K+$12.7K2026-11-02
BankChampaign, National Association
INCREASED2,437654+1,783+273%$224.4K$875.7K+$651.3K2026-10-19
KFG Wealth Management, LLC
DECREASED2,4243,216-792-25%$1.1M$871.1K-$232.2K2026-10-16
Missouri Trust & Investment Co
DECREASED2,4202,501-81-3%$915.5K$869.2K-$46.3K2026-11-04
MontVue Capital Management, Inc.
DECREASED2,4172,817-400-14%$966.5K$868.5K-$98.0K2026-10-19
Phillips Financial Management, LLC
INCREASED2,4092,374+35+1%$814.5K$865.6K+$51.1K2026-10-19
Ullmann Wealth Partners Group, LLC
INCREASED2,4032,284+119+5%$783.8K$863.6K+$79.8K2026-11-02
Torrey Growth & Income Advisors
INCREASED2,4012,400+1+0%$824.0K$868.3K+$44.3K2026-11-04
Metatron Capital Sicav plc - Metatron Long Term Equity Fund
UNCHANGED2,4002,40000%$823.4K$862.4K+$39.0K2026-11-04
Cerro Pacific Wealth Advisors LLC
INCREASED2,3952,343+52+2%$804.0K$860.5K+$56.6K2026-10-22
Verity & Verity, LLC
DECREASED2,3912,745-354-13%$941.6K$859.2K-$82.5K2026-10-23
Entrewealth, LLC
INCREASED2,3732,271+102+4%$841.3K$852.7K+$11.4K2026-10-14
Exchange Bank
DECREASED2,3642,409-45-2%$826.5K$849.5K+$23.0K2026-10-07
Nabity-Jensen Investment Management Inc
INCREASED2,3502,203+147+7%$755.8K$844.4K+$88.6K2026-10-23
Sendero Wealth Management, LLC
DECREASED2,3502,377-27-1%$815.5K$844.4K+$28.9K2026-10-14
Hilton Head Capital Partners, LLC
DECREASED2,3492,599-250-10%$891.7K$844.1K-$47.6K2026-10-23
Walser Wealth Management Company, A Ltd Liability Co
INCREASED2,3492,325+24+1%$797.6K$844.0K+$46.4K2026-10-15
Matrix Trust Co
DECREASED2,3422,406-64-3%$825$842+$172026-10-07
Mountain Pacific Investment Advisers LLC
INCREASED2,3412,191+150+7%$751.7K$841.2K+$89.5K2026-10-29
SeaBridge Investment Advisors LLC
INCREASED2,3311,730+601+35%$593.5K$837.6K+$244.1K2026-11-02
Worth Asset Management, LLC
INCREASED2,3311,923+408+21%$659.8K$837.7K+$177.9K2026-10-07
Foster Victor Wealth Advisors, LLC
INCREASED2,3312,260+71+3%$804.5K$939.1K+$134.6K2026-10-21
Endeavor Private Wealth, Inc.
DECREASED2,3292,345-16-1%$804.5K$837.0K+$32.6K2026-11-05
Westover Capital Advisors, LLC
INCREASED2,3272,027+300+15%$695.4K$836.2K+$140.7K2026-10-26
Latitude Advisors, LLC
INCREASED2,3152,274+41+2%$780.1K$831.8K+$51.8K2026-10-27
Apollon Financial, LLC
INCREASED2,3112,256+55+2%$773.9K$830.4K+$56.5K2026-10-23
Sage Capital Advisors,llc
DECREASED2,3112,327-16-1%$798.4K$830.3K+$31.9K2026-10-13
Laurel Wealth Advisors LLC
INCREASED2,3052,036+269+13%$698.5K$828.3K+$129.7K2026-10-27
Cahaba Wealth Management, Inc.
INCREASED2,3032,271+32+1%$779.1K$827.5K+$48.4K2026-10-26
St. Clair Advisors, LLC
DECREASED2,3022,583-281-11%$886.2K$827.2K-$59.0K2026-10-13
Cpwa, LLC
INCREASED2,3002,268+32+1%$778.1K$895.2K+$117.0K2026-11-04
Register Financial Advisors LLC
INCREASED2,2932,285+8+0%$784.1K$823.8K+$39.7K2026-10-23
Stockman Wealth Management, Inc.
DECREASED2,2912,320-29-1%$796.0K$823.2K+$27.3K2026-10-27
Fell Capital Management
UNCHANGED2,2892,28900%$785.3K$822.5K+$37.2K2026-10-09
Cypress Point Wealth Management, LLC
INCREASED2,2852,257+28+1%$774.2K$821.1K+$46.8K2026-11-03
Evanson Financial, LLC
INCREASED2,2822,006+276+14%$688.2K$819.9K+$131.7K2026-10-23
James J. Burns & Company, LLC
DECREASED2,2782,337-59-3%$801.5K$818.4K+$16.9K2026-10-22
D.B. Root & Company, LLC
INCREASED2,2552,230+25+1%$765.1K$810.3K+$45.2K2026-11-04
Insight Wealth Strategies, LLC
INCREASED2,2532,219+34+2%$779.1K$809.6K+$30.5K2026-10-09
Private Client Services, LLC
DECREASED2,2512,291-40-2%$786.0K$808.9K+$22.9K2026-10-02
Armstrong Advisory Group, Inc
INCREASED2,2442,236+8+0%$767.2K$806.3K+$39.2K2026-10-09
GK Wealth Management LLC
DECREASED2,2252,631-406-15%$902.7K$799.5K-$103.3K2026-10-09
Innova Wealth Partners
INCREASED2,2221,835+387+21%$629.7K$798.5K+$168.9K2026-10-21
Yelin Lapidot Holdings Management Ltd.
INCREASED2,2212,220+1+0%$761.7K$798.1K+$36.4K2026-10-26
Total Wealth Planning & Management, Inc.
INCREASED2,2082,188+20+1%$750.7K$793.4K+$42.7K2026-10-23
Birinyi Associates Inc
DECREASED2,2032,477-274-11%$850.0K$791-$849.2K2026-10-28
Veery Capital, LLC
UNCHANGED2,2032,20300%$755.8K$791.6K+$35.8K2026-10-07
Piedmont Capital Management, LLC
UNCHANGED2,2012,20100%$755.1K$790.9K+$35.7K2026-10-21
Financial Insights, Inc.
DECREASED2,1882,255-67-3%$773.7K$786.2K+$12.5K2026-10-27
ACT Wealth Management, LLC
DECREASED2,1852,235-50-2%$766.8K$785.1K+$18.3K2026-10-09
TFC Financial Management, Inc.
UNCHANGED2,1842,18400%$749.1K$784.6K+$35.5K2026-10-26
Amplius Wealth Advisors, LLC
INCREASED2,1791,637+542+33%$561.8K$783.2K+$221.4K2026-10-20
Juno Financial Group LLC
INCREASED2,1762,055+121+6%$705.1K$782.0K+$76.9K2026-10-27
Narus Financial Partners, LLC
INCREASED2,1752,103+72+3%$721.6K$781.5K+$60.0K2026-10-19
Tennessee Valley Asset Management Partners
INCREASED2,1682,164+4+0%$742.6K$779.1K+$36.5K2026-11-03
Leonteq Securities AG
DECREASED2,1629,415-7,253-77%$3.2M$776.9K-$2.5M2026-10-29
Stronghold Wealth Management L.L.C.
DECREASED2,1612,257-96-4%$774.4K$776.5K+$2.2K2026-10-16
Fermata Advisors, LLC
INCREASED2,1602,056+104+5%$705.3K$776.1K+$70.8K2026-10-13
Fourpath Capital Management, LLC
DECREASED2,1602,181-21-1%$748.3K$776.2K+$27.9K2026-10-19
6th Street Advisors, LLC
UNCHANGED2,1582,15800%$740.3K$775.3K+$35.1K2026-10-14
Well Done, LLC
DECREASED2,1522,165-13-1%$742.8K$773.3K+$30.5K2026-10-20
Encompass Wealth Advisors, LLC
INCREASED2,1501,035+1,115+108%$355.3K$772.2K+$416.9K2026-10-15
ARQ Wealth Advisors, LLC
INCREASED2,1431,764+379+21%$623.4K$770.1K+$146.6K2026-10-29
Fearless Solutions, LLC dba Best Invest
INCREASED2,1432,139+4+0%$733.9K$770.0K+$36.2K2026-10-14
Jeppson Wealth Management, LLC
DECREASED2,1422,179-37-2%$747.6K$769.7K+$22.1K2026-10-20
Monarch Capital Management Inc
UNCHANGED2,1342,13400%$732.2K$766.8K+$34.7K2026-10-19
Fonville Wealth Management LLC
INCREASED2,1331,804+329+18%$619.1K$766.6K+$147.5K2026-10-28
Prota Financial, LLC
DECREASED2,1332,175-42-2%$763.6K$767.6K+$4.0K2026-10-08
High Net Worth Advisory Group LLC
DECREASED2,1332,138-50%$733.7K$766.6K+$32.9K2026-10-26
Gilman Hill Asset Management, LLC
INCREASED2,1301,993+137+7%$683.9K$765.3K+$81.4K2026-10-13
Charter Capital Management, Llc\de
UNCHANGED2,1252,12500%$729.0K$763.6K+$34.6K2026-10-28
Legacies Wealth LLC
INCREASED2,1201,872+248+13%$642.3K$761.8K+$119.5K2026-11-02
RVW Wealth, LLC
DECREASED2,1202,188-68-3%$750.7K$761.8K+$11.1K2026-10-06
Grey Fox Wealth Advisors, LLC
DECREASED2,1182,215-97-4%$760.0K$761.1K+$1.1K2026-11-03
Kellett Wealth Advisors, LLC
INCREASED2,1142,068+46+2%$709.5K$759.6K+$50.2K2026-10-15
LeConte Wealth Management, LLC
INCREASED2,1131,882+231+12%$645.7K$759.3K+$113.6K2026-10-20
Leo Wealth, LLC
NEW2,109—+2,109——$757.8K—2026-10-26
Tanager Wealth Management LLP
INCREASED2,1091,849+260+14%$634.4K$757.8K+$123.5K2026-10-19
Jnba Financial Advisors
INCREASED2,1092,002+107+5%$686.9K$757.8K+$71.0K2026-11-03
Deroy & Devereaux Private Investment Counsel Inc
INCREASED2,1021,437+665+46%$493.0K$755-$492.2K2026-10-26
Mission Financial Group, LLC
INCREASED2,0952,089+6+0%$716.8K$752.6K+$35.8K2026-10-21
LexAurum Advisors, LLC
DECREASED2,0872,167-80-4%$743.6K$750.1K+$6.4K2026-10-19
J. Derek Lewis & Associates Inc.
INCREASED2,0721,960+112+6%$672.5K$744.4K+$71.9K2026-11-03
BXM Wealth LLC
DECREASED2,0582,067-90%$709.2K$739.6K+$30.4K2026-11-03
Investmark Advisory Group LLC
INCREASED2,0551,809+246+14%$620.5K$738.7K+$118.2K2026-10-27
Invenio Wealth Partners LLC
INCREASED2,0512,050+1+0%$703.3K$737.0K+$33.7K2026-10-20
Financial Consulate, Inc
DECREASED2,0402,250-210-9%$771.9K$733.0K-$38.9K2026-10-23
Intergy Private Wealth, LLC
INCREASED2,0391,959+80+4%$672.2K$732.7K+$60.6K2026-10-16
Gemmer Asset Management LLC
DECREASED2,0362,849-813-29%$977.4K$731.5K-$245.9K2026-10-16
Westhampton Capital, LLC
DECREASED2,0312,039-80%$699.6K$729.8K+$30.2K2026-10-30
American National Bank of Texas
DECREASED2,0292,033-40%$697.5K$729.1K+$31.6K2026-10-07
Clear Retirement Advice LLC
INCREASED2,0172,003+14+1%$687.2K$724.8K+$37.6K2026-10-22
Kaizen Financial Strategies
DECREASED2,0122,209-197-9%$775.6K$723.1K-$52.5K2026-10-09
Ring Mountain Capital, LLC
UNCHANGED2,0052,00500%$687.8K$720.4K+$32.6K2026-10-13
City State Bank
UNCHANGED2,0042,00400%$687.6K$720.1K+$32.5K2026-10-20
Murphy, Middleton, Hinkle & Parker, Inc.
UNCHANGED2,0042,00400%$687.6K$720.1K+$32.5K2026-10-15
Lodestar Private Asset Management LLC
DECREASED1,9992,294-295-13%$787.0K$718.3K-$68.7K2026-10-26
Cypress Financial Planning LLC
UNCHANGED1,9981,99800%$685.5K$718.0K+$32.5K2026-10-09
High Point Wealth Management, LLC
INCREASED1,9911,989+2+0%$682.5K$715.6K+$33.1K2026-11-05
Smith Shellnut Wilson LLC
UNCHANGED1,9911,99100%$683.1K$715.4K+$32.3K2026-10-21
Diversified Management Inc
INCREASED1,9901,423+567+40%$488.2K$715.1K+$226.9K2026-10-08
Peck Wealth Management, LLC
DECREASED1,9882,003-15-1%$687.2K$714.3K+$27.1K2026-10-29
Lincoln Capital LLC
UNCHANGED1,9881,98800%$682.1K$714.6K+$32.5K2026-10-09
Global Strategic Investment Solutions, LLC
INCREASED1,9851,957+28+1%$671.6K$713.4K+$41.8K2026-10-16
Oregon Pacific Wealth Management, LLC
DECREASED1,9792,214-235-11%$759.6K$711.1K-$48.5K2026-10-20
Western Pacific Wealth Management, LP
UNCHANGED1,9791,97900%$679.0K$711.1K+$32.1K2026-10-16
Defined Wealth Management, LLC
INCREASED1,9771,909+68+4%$655.0K$710.4K+$55.4K2026-10-19
Clarus Wealth Advisors
DECREASED1,9722,103-131-6%$730.9K$760.3K+$29.4K2026-10-13
Maple Capital Management, Inc.
INCREASED1,9711,913+58+3%$656.5K$708.4K+$51.9K2026-11-02
Cooper S Advisors, LLC
DECREASED1,9691,992-23-1%$683.5K$707.6K+$24.1K2026-11-03
Providence First Trust Co
NEW1,968—+1,968——$707.2K—2026-11-02
Presilium Private Wealth, LLC
INCREASED1,9641,637+327+20%$561.6K$705.7K+$144.1K2026-10-26
Coyle Financial Counsel LLC
DECREASED1,9592,089-130-6%$716.7K$704.0K-$12.7K2026-10-28
Berkshire Money Management, Inc.
NEW1,954—+1,954——$702.1K—2026-10-21
Precedent Wealth Partners, LLC
INCREASED1,9541,704+250+15%$584.8K$702.1K+$117.3K2026-10-21
Fulcrum Capital LLC
INCREASED1,9521,863+89+5%$639.1K$701.5K+$62.4K2026-10-15
Embree Financial Group
INCREASED1,9461,792+154+9%$614.8K$699.4K+$84.6K2026-10-22
Garde Capital, Inc.
INCREASED1,9461,935+11+1%$663.7K$699.2K+$35.4K2026-10-29
Financial Planning Hawaii, Inc.
DECREASED1,9431,964-21-1%$674.0K$698.1K+$24.1K2026-10-13
Hixon Zuercher, LLC
UNCHANGED1,9411,94100%$665.9K$697.5K+$31.5K2026-10-13
Eagle Bay Advisors LLC
INCREASED1,9391,712+227+13%$587.4K$696.7K+$109.4K2026-10-16
Pullen Investment Management, LLC
INCREASED1,9391,892+47+2%$649.1K$696.7K+$47.6K2026-10-23
ERn Financial, LLC
INCREASED1,9371,902+35+2%$652.5K$696.0K+$43.5K2026-10-28
WealthSpring Partners, LLC
DECREASED1,9292,023-94-5%$694.2K$693.2K-$9992026-10-14
Motive Wealth Advisors
INCREASED1,9271,868+59+3%$640.9K$692.4K+$51.5K2026-10-26
Stevens Capital Partners
INCREASED1,9251,624+301+19%$557.2K$691.9K+$134.7K2026-10-29
Manske Wealth Management
DECREASED1,9221,982-60-3%$680.0K$690.6K+$10.6K2026-10-26
Diversified Portfolios, Inc.
INCREASED1,9201,860+60+3%$638.1K$689.9K+$51.8K2026-11-04
Hoxton Planning & Management, LLC
INCREASED1,9161,905+11+1%$653.6K$688.5K+$34.9K2026-10-15
Mowery & Schoenfeld Wealth Management, LLC
INCREASED1,9151,913+2+0%$656.5K$688.2K+$31.8K2026-10-28
Invested Advisors
INCREASED1,9081,857+51+3%$637.1K$685.6K+$48.5K2026-10-23
Abacus Planning Group, Inc.
INCREASED1,9081,891+17+1%$648.7K$685.5K+$36.8K2026-11-02
Mainsail Asset Management, LLC
DECREASED1,9031,913-10-1%$686.0K$705.3K+$19.3K2026-10-14
NovaPoint Capital, LLC
UNCHANGED1,8991,89900%$651.4K$682.2K+$30.8K2026-10-22
LifeWealth Investments, LLC
INCREASED1,8881,868+20+1%$640.9K$678.3K+$37.4K2026-10-21
Ipsen Advisor Group LLC
DECREASED1,8851,915-30-2%$657.1K$677.4K+$20.3K2026-10-29
Legacy Financial Strategies, LLC
INCREASED1,8751,756+119+7%$602.3K$673.6K+$71.3K2026-10-15
Haven Private, LLC
DECREASED1,8751,913-38-2%$656.3K$673.7K+$17.4K2026-10-27
Warwick Investment Management, Inc.
DECREASED1,8671,988-121-6%$682.2K$671.0K-$11.2K2026-10-19
World Equity Group, Inc.
DECREASED1,8663,906-2,040-52%$1.3M$670.6K-$663.8K2026-10-14
Quad-Cities Investment Group, LLC
DECREASED1,8651,873-80%$642.5K$670.3K+$27.8K2026-10-16
Canvas Wealth Advisors, LLC
INCREASED1,8641,845+19+1%$633.0K$765.3K+$132.2K2026-11-02
Verity Asset Management, Inc.
DECREASED1,8601,932-72-4%$662.9K$668.4K+$5.6K2026-10-30
Clark Wealth Partners
INCREASED1,856318+1,538+484%$109.0K$666.9K+$557.9K2026-10-19
McGuire Investment Group, LLC
UNCHANGED1,8501,85000%$634.7K$664.8K+$30.0K2026-10-23
Lavelle Capital LP
UNCHANGED1,8441,84400%$632.6K$662.6K+$30.0K2026-11-03
Vestor Capital, LLC
DECREASED1,841208,800-206,959-99%$8.8K$106-$8.7K2026-11-04
Puff Wealth Management, LLC
DECREASED1,8391,852-13-1%$635.2K$660.9K+$25.7K2026-10-07
Clarus Group, Inc.
DECREASED1,8352,549-714-28%$874.4K$659.5K-$214.9K2026-10-21
Blodgett Wealth Advisors, LLC
UNCHANGED1,8351,83500%$629.6K$659.4K+$29.8K2026-10-23
Grant Street Asset Management, Inc.
DECREASED1,8301,861-31-2%$638.5K$657.6K+$19.1K2026-10-26
Arch Global Advisors, LLC
INCREASED1,8211,806+15+1%$619.7K$654.4K+$34.7K2026-10-23
Freedom Day Solutions, LLC
INCREASED1,8191,455+364+25%$499.3K$653.8K+$154.4K2026-10-20
Hardworking Capital Advisors, LLC
DECREASED1,8161,842-26-1%$632.1K$652.6K+$20.6K2026-10-20
Birch Financial Group, LLC
DECREASED1,8091,875-66-4%$643.2K$650.0K+$6.8K2026-10-27
Owl Creek Wealth Partners LLC
DECREASED1,8001,804-40%$618.8K$646.6K+$27.9K2026-10-20
GEM Asset Management, LLC
UNCHANGED1,7931,79300%$615.2K$644.3K+$29.1K2026-10-13
Obsidian CIO, LLC
INCREASED1,7911,656+135+8%$568.1K$643.5K+$75.4K2026-11-05
Teza Capital Management LLC
NEW1,790—+1,790——$643.2K—2026-10-23
Centennial Wealth Advisory LLC
INCREASED1,7891,633+156+10%$560.3K$643.7K+$83.3K2026-10-16
Seamount Financial Group Inc
UNCHANGED1,7841,78400%$611.9K$640.9K+$29.0K2026-10-21
AMG Asset Management Group, Inc.
DECREASED1,7822,711-929-34%$930.1K$640.3K-$289.8K2026-10-21
Carrera Capital Advisors
INCREASED1,7811,740+41+2%$597.1K$640.0K+$42.8K2026-11-03
Trail Ridge Investment Advisors, LLC
DECREASED1,7751,779-40%$610.4K$637.8K+$27.5K2026-10-16
Firethorn Wealth Partners, LLC
DECREASED1,7681,800-32-2%$617.6K$635.5K+$17.8K2026-10-14
Rosenberg Matthew Hamilton
UNCHANGED1,7671,76700%$606.2K$634.9K+$28.7K2026-10-05
Global Financial Private Client, LLC
INCREASED1,7651,704+61+4%$584.6K$634.2K+$49.6K2026-10-15
Princeton Capital Management LLC
DECREASED1,7642,108-344-16%$723.3K$634.0K-$89.4K2026-10-27
Powers Advisory Group, LLC
INCREASED1,7641,622+142+9%$556.6K$633.9K+$77.4K2026-10-14
Luts & Greenleigh Group, Inc.
INCREASED1,7621,676+86+5%$575.0K$633.2K+$58.2K2026-11-05
BCS Wealth Management
DECREASED1,7541,965-211-11%$674.2K$630.3K-$43.9K2026-11-03
Livet Wealth, LLC
DECREASED1,7501,811-61-3%$621.3K$628.8K+$7.5K2026-10-27
Vaquero Private Wealth, LTD
UNCHANGED1,7431,74300%$598.0K$626.3K+$28.3K2026-10-27
Flagship Wealth Advisors, LLC
INCREASED1,7401,700+40+2%$583.3K$625.2K+$42.0K2026-11-03
BNC Wealth Management, LLC
UNCHANGED1,7361,73600%$595.6K$623.8K+$28.2K2026-10-19
M. Kraus & Co
DECREASED1,7311,741-10-1%$597.3K$621.9K+$24.7K2026-10-20
Clear Point Advisors Inc.
INCREASED1,7251,723+2+0%$591.1K$619.8K+$28.6K2026-10-30
Eagle Wealth Strategies LLC
DECREASED1,7201,750-30-2%$600.3K$617.9K+$17.7K2026-10-20
Sweeney & Michel, LLC
INCREASED1,7171,641+76+5%$594.8K$616.8K+$22.0K2026-10-16
Morey & Quinn Wealth Partners, LLC
UNCHANGED1,7171,71700%$589.1K$617.0K+$27.9K2026-10-28
Avail Investment Partners, LLC
INCREASED1,7111,692+19+1%$580.5K$614.8K+$34.3K2026-10-16
Geneva Partners, LLC
INCREASED1,7091,317+392+30%$452.0K$613.9K+$162.0K2026-10-26
SBK Financial, Inc.
UNCHANGED1,7021,70200%$583.9K$611.6K+$27.6K2026-11-02
Evolution Wealth Advisors, LLC
INCREASED1,695820+875+107%$281.3K$609.1K+$327.8K2026-11-03
Tactive Advisors, LLC
DECREASED1,6941,819-125-7%$624.0K$608.7K-$15.3K2026-10-08
Wiser Wealth Management, Inc
DECREASED1,6941,704-10-1%$584.6K$608.7K+$24.1K2026-10-14
Redwood Financial Network Corp
DECREASED1,6911,719-28-2%$589.7K$607.7K+$18.0K2026-11-03
Financial Solutions Advisory Group, Inc.
INCREASED1,6671,659+8+0%$577.6K$671.0K+$93.3K2026-10-28
Yoder Wealth Management, Inc.
INCREASED1,6641,629+35+2%$558.9K$597.9K+$39.0K2026-10-13
Investment Management Corp
INCREASED1,6631,549+114+7%$531.3K$597.7K+$66.5K2026-11-03
AWM Capital, LLC
INCREASED1,6621,167+495+42%$400.4K$597.3K+$197.0K2026-10-16
Fortitude Advisory Group L.L.C.
DECREASED1,6581,711-53-3%$587.1K$595.8K+$8.7K2026-10-15
Frederick Financial Consultants, LLC
INCREASED1,655992+663+67%$340.2K$594.8K+$254.6K2026-10-29
Allen Wealth Management, LLC
DECREASED1,6472,272-625-28%$779.5K$591.8K-$187.7K2026-10-29
River Street Advisors LLC
DECREASED1,6471,752-105-6%$601.1K$591.8K-$9.3K2026-10-22
Montis Financial, LLC
INCREASED1,6451,640+5+0%$562.7K$591.0K+$28.2K2026-11-04
Prescott Group Capital Management, L.L.C.
UNCHANGED1,6451,64500%$564.4K$591.1K+$26.7K2026-10-30
Investment Planning Advisors, Inc.
INCREASED1,6421,371+271+20%$470.4K$590.2K+$119.7K2026-10-14
Cairn Investment Group, Inc.
UNCHANGED1,6401,64000%$563.0K$589-$562.4K2026-11-04
First Interstate Bank
INCREASED1,6351,612+23+1%$553.1K$587.5K+$34.4K2026-10-23
AJ Advisors, LLC
INCREASED1,6311,624+7+0%$557.1K$586.0K+$28.8K2026-10-29
Destiny Wealth Partners, LLC
INCREASED1,6271,222+405+33%$447.4K$692.5K+$245.0K2026-11-05
Wise Wealth Partners
INCREASED1,6221,594+28+2%$546.7K$582.7K+$35.9K2026-10-14
Insight Advisors, LLC/ PA
DECREASED1,6211,826-205-11%$626.6K$582.9K-$43.6K2026-10-22
MBE Wealth Management, LLC
DECREASED1,6191,656-37-2%$568.3K$581.8K+$13.5K2026-10-26
Parthenon LLC
UNCHANGED1,6171,61700%$554.8K$581.0K+$26.3K2026-10-22
TMB Capital Partners, LLC
DECREASED1,6161,639-23-1%$562.3K$580.7K+$18.4K2026-10-20
Pacific Excel Wealth Advisors, Inc.
DECREASED1,6153,565-1,950-55%$1.2M$586.4K-$636.6K2026-10-27
Aletheian Wealth Advisors LLC
DECREASED1,6151,674-59-4%$574.3K$580.3K+$6.0K2026-10-08
Baring Financial LLC
INCREASED1,6121,580+32+2%$542.2K$579.2K+$37.0K2026-10-07
Redhawk Wealth Advisors, Inc.
DECREASED1,6081,639-31-2%$562.5K$577.7K+$15.2K2026-10-14
Avion Wealth
INCREASED1,6061,578+28+2%$541.0K$577-$540.4K2026-11-04
Reyes Financial Architecture, Inc.
INCREASED1,6051,395+210+15%$478.5K$576.7K+$98.2K2026-10-22
Hall Laurie J Trustee
DECREASED1,6021,621-19-1%$556.1K$575.6K+$19.5K2026-10-06
Fulcrum Wealth Advisors, LLC
DECREASED1,5951,680-85-5%$576.3K$573.2K-$3.1K2026-10-16
Wilkerson Advisory Group LLC
INCREASED1,5941,584+10+1%$543.7K$572.6K+$29.0K2026-10-20
WestHill Financial Advisors, Inc.
INCREASED1,5941,593+1+0%$546.5K$572.7K+$26.2K2026-10-14
Future Financial Wealth Managment LLC
DECREASED1,5931,601-80%$562.9K$572.4K+$9.5K2026-10-15
Rydar Equities, Inc.
INCREASED1,5931,590+3+0%$568.6K$592.8K+$24.2K2026-10-13
FDx Advisors, Inc.
DECREASED1,5901,595-50%$547.0K$571-$546.4K2026-11-05
San Luis Wealth Advisors LLC
DECREASED1,58917,750-16,161-91%$6.1M$571.1K-$5.5M2026-10-27
Park Capital Management, LLC / WI
INCREASED1,5891,467+122+8%$503.3K$571.0K+$67.7K2026-10-13
Alliance Wealth Management Group
INCREASED1,5861,366+220+16%$468.7K$569.9K+$101.2K2026-10-29
Salomon & Ludwin, LLC
INCREASED1,5861,559+27+2%$547.3K$569.9K+$22.6K2026-10-29
Sippican Capital Advisors
UNCHANGED1,5801,58000%$542.1K$567.7K+$25.7K2026-10-23
Planned Solutions, Inc.
DECREASED1,5761,585-9-1%$543.7K$566.2K+$22.5K2026-10-19
Guardian Partners Inc.
DECREASED1,5751,945-370-19%$667.3K$565.9K-$101.4K2026-10-21
Main Street Group, LTD
INCREASED1,5721,522+50+3%$522.1K$564.7K+$42.6K2026-10-28
Investors Research Corp
DECREASED1,5681,595-27-2%$547.2K$563.4K+$16.2K2026-10-07
Arsenal Capital Advisors LLC
INCREASED1,5651,549+16+1%$531.6K$562.5K+$31.0K2026-11-02
Sunbeam Capital Management, LLC
DECREASED1,5591,922-363-19%$659.3K$560.4K-$99.0K2026-11-05
Abacus Wealth Partners, LLC
INCREASED1,5561,540+16+1%$528.4K$559.1K+$30.8K2026-11-03
First City Capital Management, Inc.
INCREASED1,5541,453+101+7%$498.6K$558.3K+$59.6K2026-10-27
Hudock, Inc.
DECREASED1,5521,892-340-18%$649.4K$557.9K-$91.5K2026-10-14
Cambridge Financial Group, LLC
UNCHANGED1,5471,54700%$530.9K$530.9K$02026-10-06
Peoples Financial Services Corp.
DECREASED1,5391,596-57-4%$547.5K$553.0K+$5.4K2026-10-20
Marathon Capital Management
INCREASED1,5331,512+21+1%$518.8K$550.9K+$32.1K2026-10-23
TrustBank
DECREASED1,5281,566-38-2%$537.3K$549.1K+$11.8K2026-10-20
Spectrum Planning & Advisory Services Inc.
INCREASED1,5191,342+177+13%$460.5K$545.8K+$85.3K2026-11-05
Convergence Investment Partners, LLC
INCREASED1,5181,501+17+1%$514.9K$545.4K+$30.5K2026-10-28
Cogent Strategic Wealth LLC
DECREASED1,5161,532-16-1%$525.6K$544.7K+$19.1K2026-10-22
Acorn Creek Capital LLC
DECREASED1,5131,625-112-7%$557.6K$543.8K-$13.9K2026-11-05
Hyposwiss Advisors SA
UNCHANGED1,5131,51300%$519.1K$543.7K+$24.6K2026-10-26
Jeter Robert S II
NEW1,512—+1,512——$598.7K—2026-10-16
Sulzberger Capital Advisors, Inc.
INCREASED1,5111,317+194+15%$451.9K$542.9K+$91.1K2026-10-20
Randall & Associates Wealth Management
INCREASED1,5091,176+333+28%$403.5K$542.2K+$138.8K2026-10-20
Westside Investment Management, Inc.
INCREASED1,5051,467+38+3%$503.3K$541.8K+$38.5K2026-11-02
Mosley Wealth Management
INCREASED1,5021,369+133+10%$469.8K$600.3K+$130.4K2026-10-16
Rakuten Securities, Inc.
INCREASED1,501697+804+115%$239.1K$539.4K+$300.2K2026-11-02
Womack Financial LLC
UNCHANGED1,4991,49900%$514.3K$538.6K+$24.3K2026-10-14
Insight Inv LLC
UNCHANGED1,4951,49500%$512.9K$537.2K+$24.3K2026-10-27
First Business Financial Services, Inc.
INCREASED1,4941,374+120+9%$471.4K$536.8K+$65.4K2026-10-29
Richard P Slaughter Associates Inc
INCREASED1,4911,197+294+25%$410.7K$535.9K+$125.2K2026-10-13
Scissortail Wealth Management, LLC
INCREASED1,4911,382+109+8%$474.2K$535.9K+$61.6K2026-11-03
Long Road Investment Counsel, LLC
UNCHANGED1,4871,48700%$510.2K$534.3K+$24.1K2026-11-04
National Wealth Management Group, LLC
DECREASED1,4861,775-289-16%$608.8K$534.0K-$74.9K2026-10-26
Wynn Capital, LLC
INCREASED1,4861,411+75+5%$484.2K$534.0K+$49.9K2026-10-13
Verde Capital Management
DECREASED1,4774,441-2,964-67%$1.5M$531.0K-$992.9K2026-10-28
Advisors Management Group Inc
DECREASED1,4771,480-30%$507.0K$530-$506.5K2026-11-05
Enzi Wealth
INCREASED1,474814+660+81%$289.8K$584.0K+$294.1K2026-10-14
Greenup Street Wealth Management LLC
DECREASED1,47114,418-12,947-90%$4.9M$528.6K-$4.4M2026-10-28
KWB Wealth
DECREASED1,4701,488-18-1%$510.5K$528.2K+$17.7K2026-10-16
Cherrydale Wealth Management, LLC
INCREASED1,4671,461+6+0%$501.4K$527.6K+$26.2K2026-10-20
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED1,4641,560-96-6%$535.1K$526.4K-$8.7K2026-10-14
Studio Investment Management LLC
DECREASED1,4611,572-111-7%$539.3K$525.0K-$14.4K2026-10-22
Heffernan Advisory, Inc
INCREASED1,4581,041+417+40%$357.2K$523.9K+$166.7K2026-10-13
Pioneer Family Office, LLC
UNCHANGED1,4501,45000%$497.5K$521.0K+$23.5K2026-10-30
Peddock Capital Advisors, LLC
DECREASED1,4451,465-20-1%$502.7K$519.4K+$16.6K2026-10-16
Community Bank & Trust, Waco, Texas
DECREASED1,4411,471-30-2%$505.0K$518-$504.5K2026-10-19
MFA Wealth Services
DECREASED1,4371,578-141-9%$541.5K$516.3K-$25.2K2026-10-14
UMB Private Wealth Management, LLC
NEW1,436—+1,436——$516.0K—2026-10-19
Austin Asset Management Co Inc
DECREASED1,4361,546-110-7%$530.5K$516.0K-$14.4K2026-10-29
Members Wealth LLC
DECREASED1,4351,496-61-4%$513.4K$533.8K+$20.5K2026-10-20
Bell Investment Advisors, Inc
INCREASED1,4341,398+36+3%$479.6K$515.3K+$35.6K2026-10-29
M.E. Allison & Co., Inc.
DECREASED1,4321,461-29-2%$501.0K$514.4K+$13.4K2026-10-09
Sutton Place Investors LLC
INCREASED1,4301,384+46+3%$474.8K$513.8K+$39.0K2026-10-20
Syntax Research, Inc.
INCREASED1,4251,424+1+0%$488.6K$512.1K+$23.6K2026-11-04
Probity Advisors, Inc.
DECREASED1,4231,430-70%$490.6K$511.3K+$20.7K2026-10-23
Evansbrook LLC
INCREASED1,4191,308+111+8%$448.9K$510.0K+$61.2K2026-10-16
Echo45 Advisors LLC
INCREASED1,4171,317+100+8%$451.9K$509.1K+$57.2K2026-10-07
J.M. Arbour, LLC
INCREASED1,4111,370+41+3%$470.0K$507.0K+$37.0K2026-11-05
Corps Capital Advisors, LLC
UNCHANGED1,4111,41100%$484.1K$507.0K+$22.9K2026-11-05
Collective Family Office LLC
DECREASED1,4101,474-64-4%$505.7K$506.7K+$9402026-10-05
C2c Wealth Management, LLC
UNCHANGED1,4021,40200%$481.0K$503.8K+$22.8K2026-10-20
GSG Advisors LLC
INCREASED1,3991,220+179+15%$418.6K$502.7K+$84.1K2026-11-03
Quantum Financial Partners LLC
INCREASED1,3921,245+147+12%$427.3K$500.1K+$72.8K2026-10-19
Baker Boyer National Bank
INCREASED1,3801,360+20+1%$466.6K$495.9K+$29.3K2026-11-05
Independent Investors Inc
UNCHANGED1,3801,38000%$473.5K$495.9K+$22.4K2026-10-30
Copper Harbor Investment Advisors, LLC
DECREASED1,3751,417-42-3%$486.2K$494.1K+$7.9K2026-10-16
MBM Wealth Consultants, LLC
DECREASED1,3751,388-13-1%$476.2K$494.1K+$17.9K2026-10-20
Rede Wealth, LLC
INCREASED1,3721,297+75+6%$444.8K$492.9K+$48.1K2026-10-22
Blume Capital Management, Inc.
UNCHANGED1,3711,37100%$470.2K$492.5K+$22.3K2026-10-26
Schwartz Investment Counsel Inc
DECREASED1,3701,470-100-7%$504.3K$492.3K-$12.1K2026-10-26
Financial Perspectives, Inc
INCREASED1,3691,368+1+0%$469.5K$491.7K+$22.2K2026-11-03
Langley Wealth Management, LLC
DECREASED1,3641,408-44-3%$483.0K$490.0K+$7.0K2026-11-04
Ellis Investment Partners, LLC
INCREASED1,3631,335+28+2%$458.0K$489.9K+$31.9K2026-10-21
Sterling Group Wealth Management, LLC
UNCHANGED1,3611,36100%$466.9K$489.0K+$22.1K2026-11-03
Parr Mcknight Wealth Management Group, LLC
DECREASED1,3601,482-122-8%$508.5K$488.7K-$19.8K2026-10-30
Ballast Rock Private Wealth LLC
INCREASED1,3581,357+1+0%$465.7K$487.8K+$22.1K2026-10-26
Syverson Strege & Co
INCREASED1,3571,320+37+3%$452.9K$487.6K+$34.7K2026-11-02
Signature Equity Partners, LLC
INCREASED1,3561,153+203+18%$395.7K$487.2K+$91.5K2026-10-29
Wagner Wealth Management, LLC
DECREASED1,3551,376-21-2%$472.1K$486.9K+$14.8K2026-10-21
TSA Wealth Managment LLC
INCREASED1,3501,221+129+11%$418.9K$485.1K+$66.2K2026-10-22
Financial Council, LLC
UNCHANGED1,3471,34700%$462.1K$484.0K+$21.9K2026-11-02
Turning Point Benefit Group, Inc.
DECREASED1,3461,365-19-1%$469.3K$484.4K+$15.0K2026-10-28
Keyes, Stange & Wooten Wealth Management, LLC
DECREASED1,3381,383-45-3%$474.5K$480.8K+$6.3K2026-11-03
Arkfeld Wealth Strategies, L.L.C.
DECREASED1,3381,340-20%$478.8K$497.7K+$18.9K2026-10-19
Box Hill Private Wealth LLC
DECREASED1,3361,413-77-5%$484.9K$480.2K-$4.7K2026-10-05
Rise Advisors, LLC
DECREASED1,3351,341-60%$460.0K$479.6K+$19.6K2026-10-16
Gibson Capital, LLC
DECREASED1,3281,368-40-3%$469.3K$477.2K+$7.8K2026-10-23
LJI Wealth Management, LLC
DECREASED1,3141,647-333-20%$565.2K$472.2K-$92.9K2026-10-28
Artemis Wealth Advisors, LLC
UNCHANGED1,3091,30900%$449.1K$470.4K+$21.3K2026-11-05
State of Wyoming
DECREASED1,3052,355-1,050-45%$808.0K$468.9K-$339.1K2026-10-28
Quartz Partners, LLC
INCREASED1,3031,236+67+5%$424.1K$468.2K+$44.1K2026-11-03
BNB Wealth Management, LLC
UNCHANGED1,3001,30000%$446.0K$467.1K+$21.1K2026-10-28
Alpine Bank Wealth Management
INCREASED1,2981,206+92+8%$413.8K$466.4K+$52.6K2026-10-16
CLG LLC
INCREASED1,2971,239+58+5%$425.2K$466.2K+$41.0K2026-10-13
Rooted Wealth Advisors, Inc.
UNCHANGED1,2951,29500%$444.4K$444.4K$02026-11-03
N10 Wealth, LLC
NEW1,290—+1,290——$463.5K—2026-10-14
Guardian Investment Management
INCREASED1,2901,193+97+8%$409.3K$463.5K+$54.2K2026-10-23
Advisory Advocates, LLC
UNCHANGED1,2861,28600%$441.2K$462.0K+$20.8K2026-11-05
North Capital, Inc.
DECREASED1,2841,344-60-4%$461.1K$508.5K+$47.4K2026-10-16
MRA Advisory Group
INCREASED1,2841,283+1+0%$440.2K$461.5K+$21.4K2026-10-07
Optivise Advisory Services LLC
INCREASED1,2831,220+63+5%$418.5K$460.9K+$42.4K2026-10-19
Beacon Capital Management, LLC
INCREASED1,2831,258+25+2%$431.5K$460.9K+$29.4K2026-10-23
WPG Advisers, LLC
INCREASED1,2821,227+55+4%$421.0K$460.7K+$39.7K2026-10-27
SBE LLC DBA Cedar Cove Wealth Partners
INCREASED1,2791,269+10+1%$435.4K$459.7K+$24.3K2026-10-15
Tsfg, LLC
INCREASED1,277775+502+65%$266.0K$459-$265.5K2026-10-23
Petros Family Wealth, LLC
INCREASED1,2741,236+38+3%$424.1K$457.8K+$33.7K2026-10-28
Highland Financial Advisors, LLC
INCREASED1,2711,034+237+23%$354.8K$456.9K+$102.1K2026-10-19
Alliance Wealth Advisors, LLC
INCREASED1,2711,252+19+2%$429.5K$456.7K+$27.2K2026-10-14
KTF Investments, LLC
DECREASED1,2701,445-175-12%$495.8K$456.3K-$39.4K2026-10-23
Crescent Grove Advisors, LLC
UNCHANGED1,2691,26900%$435.2K$456.1K+$20.9K2026-10-21
Accel Wealth Management
INCREASED1,2681,250+18+1%$428.8K$455.6K+$26.8K2026-10-13
Wealthcare Capital Partners, LLC
INCREASED1,2681,267+1+0%$434.7K$455.5K+$20.8K2026-10-21
Lexington Hill Partners, LLC
INCREASED1,2671,169+98+8%$401.1K$455.3K+$54.2K2026-10-13
Grey Ledge Advisors, LLC
DECREASED1,2671,296-29-2%$444.8K$455.4K+$10.6K2026-11-02
Cornerstone Planning Group LLC
INCREASED1,2661,237+29+2%$437.1K$488.0K+$50.8K2026-10-16
Orser Capital Management, LLC
UNCHANGED1,2621,26200%$433.0K$453.5K+$20.5K2026-10-13
Arbor Investment Advisors, LLC
DECREASED1,2611,307-46-4%$448.3K$453.0K+$4.7K2026-10-26
Instrumental Wealth, LLC
INCREASED1,2601,251+9+1%$429.3K$452.7K+$23.3K2026-10-20
Advisortrust Partners, LLC
INCREASED1,2591,233+26+2%$423.0K$452.4K+$29.4K2026-11-02
Wealth Management Nebraska
DECREASED1,2561,758-502-29%$603.3K$451.4K-$151.8K2026-10-26
Spinnaker Investment Group, LLC
INCREASED1,2551,222+33+3%$419.4K$450.8K+$31.4K2026-10-13
Fusion Capital, LLC
INCREASED1,2531,203+50+4%$412.6K$450.1K+$37.5K2026-10-28
Define Financial, LLC
DECREASED1,2521,291-39-3%$443.0K$450.0K+$7.0K2026-10-14
LFG Wealth Partners, LLC
INCREASED1,2521,227+25+2%$420.9K$450.0K+$29.1K2026-10-28
AmeriServ Wealth Advisors
DECREASED1,2511,745-494-28%$598.7K$449.5K-$149.2K2026-10-21
Turn8 Private Wealth Inc.
DECREASED1,2506,351-5,101-80%$2.2M$449.2K-$1.8M2026-11-05
Allegiance Financial Group Advisory Services LLC
DECREASED1,2471,833-586-32%$628.9K$448.1K-$180.8K2026-11-02
Sonata Capital Group Inc
UNCHANGED1,2471,24700%$427.8K$448.1K+$20.3K2026-10-19
Beacon Investment Advisory Services, Inc.
UNCHANGED1,2471,24700%$427.8K$448.1K+$20.3K2026-10-13
Veratis Advisors, Inc.
DECREASED1,2442,510-1,266-50%$809.5K$447.0K-$362.5K2026-11-03
Patriot Investment Management Group, Inc.
INCREASED1,2441,187+57+5%$407.2K$447.0K+$39.8K2026-10-15
Connecticut Capital Management Group, LLC
INCREASED1,2411,214+27+2%$416.5K$445.9K+$29.4K2026-10-29
Forza Wealth Management, LLC
INCREASED1,2401,008+232+23%$345.8K$445.6K+$99.7K2026-10-20
Financial Security Advisor, Inc.
DECREASED1,2381,770-532-30%$607.4K$444.8K-$162.6K2026-11-03
Timonier Family Office, Ltd.
UNCHANGED1,2311,23100%$422.3K$442.3K+$20.0K2026-11-03
Aegis Wealth Management, Inc.
INCREASED1,2301,227+3+0%$421.0K$442.0K+$21.0K2026-10-26
Mascoma Wealth Management LLC
DECREASED1,2281,229-10%$421.7K$441.3K+$19.6K2026-10-23
Oakmont Investment Advisors, Inc.
INCREASED1,2271,203+24+2%$412.0K$440.3K+$28.3K2026-10-21
Alterna Wealth Management, Inc
DECREASED1,2261,233-7-1%$423.0K$440.5K+$17.5K2026-10-27
Next Level Wealth Planning, LLC
DECREASED1,2251,234-9-1%$423.4K$440.2K+$16.8K2026-10-29
Heritage Investment Group, Inc.
INCREASED1,2241,199+25+2%$411.4K$439.9K+$28.5K2026-11-03
United Financial Planning Group LLC
UNCHANGED1,2241,22400%$419.9K$439.9K+$20.1K2026-11-04
Richardson Financial Services Inc.
INCREASED1,2161,185+31+3%$406.6K$436.9K+$30.4K2026-10-30
Rainey & Randall Wealth Advisors Inc.
INCREASED1,2131,173+40+3%$402.6K$436.0K+$33.5K2026-10-26
Nova R Wealth, Inc.
UNCHANGED1,2021,20200%$412.3K$432.0K+$19.6K2026-10-26
KFA Private Wealth Group, LLC
DECREASED1,1981,211-13-1%$415.5K$430.8K+$15.3K2026-10-07
KG Capital Management
DECREASED1,1921,233-41-3%$423.1K$428.3K+$5.3K2026-10-15
Integris Wealth Management, LLC
INCREASED1,1861,172+14+1%$402.1K$426.2K+$24.1K2026-10-14
Holos Integrated Wealth LLC
DECREASED1,1851,260-75-6%$443.9K$477.6K+$33.7K2026-10-23
Atlas Private Wealth Advisors
UNCHANGED1,1851,18500%$406.4K$425.7K+$19.3K2026-10-23
Bellecapital International Ltd.
INCREASED1,1841,155+29+3%$396.3K$425.4K+$29.2K2026-10-21
Stage Harbor Financial, LLC
INCREASED1,1791,076+103+10%$369.2K$423.7K+$54.5K2026-11-03
Fulcrum Equity Management
INCREASED1,1771,131+46+4%$388.1K$423.0K+$34.9K2026-10-21
Genesis Private Wealth, LLC
DECREASED1,1751,178-30%$404.2K$422.2K+$18.1K2026-11-02
Dala Group, LLC
DECREASED1,1731,245-72-6%$427.1K$421.3K-$5.8K2026-10-29
ProCore Advisors, LLC
DECREASED1,1731,224-51-4%$419.9K$421.5K+$1.6K2026-10-14
Neumann Capital Management, LLC
NEW1,170—+1,170——$420.4K—2026-10-15
August Group Capital Ltd
INCREASED1,1641,143+21+2%$392.2K$418.3K+$26.1K2026-10-14
Peoples Bank
DECREASED1,1631,328-165-12%$455.6K$417.9K-$37.7K2026-10-26
Balentine LLC
DECREASED1,1583,799-2,641-70%$1.3M$416.2K-$887.2K2026-11-03
MPS Loria Financial Planners, LLC
INCREASED1,1561,154+2+0%$396.1K$415.4K+$19.3K2026-10-14
Broadway Wealth Solutions, Inc.
DECREASED1,1551,179-24-2%$404.5K$415.1K+$10.6K2026-10-21
Bond & Devick Financial Network, Inc.
INCREASED1,1541,094+60+5%$375.3K$414.7K+$39.3K2026-10-23
Midwest Financial Partners Investments, Inc.
DECREASED1,1531,164-11-1%$399.4K$414.3K+$15.0K2026-10-08
Legacy Wealth Partners, LLC
INCREASED1,1521,109+43+4%$380.5K$413.9K+$33.5K2026-10-15
Fortem Financial Group, LLC
INCREASED1,1501,098+52+5%$376.7K$413.2K+$36.5K2026-10-20
Center For Asset Management LLC
INCREASED1,146732+414+57%$251.3K$412.0K+$160.7K2026-10-16
McGlone Suttner Wealth Management, Inc.
INCREASED1,1401,119+21+2%$384.1K$409.7K+$25.6K2026-10-13
True Link Financial Advisors, LLC
DECREASED1,1381,495-357-24%$512.9K$408.9K-$104.0K2026-10-27
Smithbridge Asset Management Inc
DECREASED1,1381,368-230-17%$469.3K$408.9K-$60.4K2026-10-19
Hill Island Financial LLC
INCREASED1,1381,036+102+10%$355.3K$408.8K+$53.5K2026-10-20
Pachira Investments Inc.
INCREASED1,1381,056+82+8%$362.3K$408.9K+$46.5K2026-10-14
Hardin Capital Partners, LLC
INCREASED1,1271,072+55+5%$368.5K$404.8K+$36.3K2026-10-09
Cutler Investment Counsel LLC
INCREASED1,1271,099+28+3%$377.1K$405.0K+$27.9K2026-10-28
Shrier Wealth Management, LLC
INCREASED1,1271,126+1+0%$386.3K$405.0K+$18.8K2026-10-20
Weaver Consulting Group
INCREASED1,1231,013+110+11%$347.7K$403.4K+$55.7K2026-10-07
Thompson Davis & Co., Inc.
INCREASED1,1221,072+50+5%$367.8K$403.2K+$35.4K2026-11-05
Landaas & Co
INCREASED1,1211,091+30+3%$374.3K$402.9K+$28.5K2026-10-29
Adkins Seale Capital Management LLC
UNCHANGED1,1201,12000%$384.3K$402.5K+$18.2K2026-10-27
Marion Wealth Management
INCREASED1,1181,106+12+1%$379.5K$401.8K+$22.3K2026-10-22
Ethos Capital Management, Inc.
DECREASED1,1151,507-392-26%$517.2K$400.6K-$116.5K2026-11-03
Hurlow Wealth Management Group, Inc.
DECREASED1,1101,120-10-1%$384.3K$398.9K+$14.6K2026-10-29
Matrix Asset Advisors Inc
DECREASED1,1061,120-14-1%$384.1K$397.4K+$13.3K2026-10-13
One Plus One Wealth Management, LLC
DECREASED1,1041,126-22-2%$386.3K$396.7K+$10.4K2026-10-16
Essex LLC
UNCHANGED1,1041,10400%$378.8K$396.7K+$17.9K2026-10-14
JBR Co Financial Management Inc
UNCHANGED1,1041,10400%$378.8K$387.6K+$8.8K2026-10-13
Nolet Wealth Management, LLC
INCREASED1,1031,023+80+8%$351.0K$396.4K+$45.4K2026-10-15
LongView Wealth Management
DECREASED1,1031,126-23-2%$386.2K$396.4K+$10.2K2026-10-19
TT Capital Management LLC
INCREASED1,101772+329+43%$264.9K$395.7K+$130.9K2026-10-15
Sfam, LLC
DECREASED1,1011,136-35-3%$389.8K$395.6K+$5.9K2026-11-03
Intelligence Driven Advisers, LLC
INCREASED1,100965+135+14%$331.1K$395.4K+$64.3K2026-10-09
Legacy Solutions, LLC
DECREASED1,1001,144-44-4%$392.5K$395.1K+$2.6K2026-10-07
Advus Financial Partners, LLC
INCREASED1,099877+222+25%$300.9K$394.8K+$93.9K2026-10-20
Zega Investments, LLC
DECREASED1,09610,821-9,725-90%$3.7M$394.0K-$3.3M2026-11-04
LFA - Lugano Financial Advisors SA
UNCHANGED1,0911,09100%$374.3K$392.0K+$17.7K2026-11-03
Capstone Capital Management Ltd
NEW1,090—+1,090——$391.7K—2026-10-21
Private Wealth Management Group, LLC
INCREASED1,088888+200+23%$304.7K$391.0K+$86.3K2026-10-19
Three Arch Wealth Management LLC
INCREASED1,0861,017+69+7%$348.9K$390.2K+$41.3K2026-10-20
Encompass More Asset Management
INCREASED1,0861,057+29+3%$362.8K$390.4K+$27.5K2026-10-16
LifeSteps Financial, Inc.
DECREASED1,0841,106-22-2%$379.5K$389.7K+$10.2K2026-10-15
Gallacher Capital Management LLC
INCREASED1,082870+212+24%$298.3K$388.6K+$90.3K2026-10-30
William Howard & Co Financial Advisors Inc
UNCHANGED1,0821,08200%$371.2K$388.8K+$17.6K2026-11-04
Alkeme Wealth, LLC
INCREASED1,0801,078+2+0%$369.9K$387.9K+$18.0K2026-10-08
Enclave Advisors LLC
INCREASED1,0781,052+26+2%$361.0K$387.5K+$26.5K2026-10-14
Momentous Wealth Management, Inc.
INCREASED1,077942+135+14%$323.2K$387.0K+$63.8K2026-10-21
West Wealth Group, LLC
INCREASED1,077963+114+12%$330.4K$387.1K+$56.7K2026-10-14
Capital Investment Counsel, LLC
INCREASED1,0761,073+3+0%$368.1K$386.6K+$18.5K2026-10-14
Councilor Wealth, LLC
DECREASED1,0731,115-42-4%$382.6K$385.7K+$3.1K2026-10-09
Carmel Capital Partners, LLC
INCREASED1,0671,051+16+2%$360.6K$383.4K+$22.8K2026-11-03
First Financial Group Corp
INCREASED1,0601,051+9+1%$360.6K$380.9K+$20.3K2026-10-22
Sentinel Trust Co LBA
NEW1,058—+1,058——$380—2026-11-03
Axiom Investment Management LLC
INCREASED1,0571,015+42+4%$348.2K$379.8K+$31.6K2026-11-03
Sylvest Advisors, LLC
DECREASED1,0511,101-50-5%$377.7K$377.7K-$572026-10-26
Meridian Financial Advisors, LLC
INCREASED1,048788+260+33%$270.4K$376.6K+$106.2K2026-10-14
Green Ridge Wealth Planning LLC
INCREASED1,047779+268+34%$267.3K$376.2K+$109.0K2026-10-08
Elevation Wealth Partners, LLC
DECREASED1,0461,068-22-2%$366.4K$375.9K+$9.4K2026-10-07
jvl associates llc
INCREASED1,0451,022+23+2%$350.7K$375.5K+$24.9K2026-10-09
Avantra Family Wealth, Inc.
DECREASED1,0411,439-398-28%$493.7K$374.2K-$119.5K2026-10-20
Vision Financial Markets LLC
UNCHANGED1,0361,03600%$358.9K$372.3K+$13.5K2026-10-22
Beirne Wealth Consulting Services, LLC
INCREASED1,035800+235+29%$274.5K$371.9K+$97.4K2026-10-19
Arvest Investments, Inc.
INCREASED1,027990+37+4%$339.7K$369.0K+$29.4K2026-10-21
Helium Advisors LLC
DECREASED1,0261,036-10-1%$355.6K$368.6K+$13.0K2026-10-23
Carter Financial Group, Inc.
INCREASED1,023897+126+14%$307.7K$367.6K+$59.9K2026-10-21
Murphy & Mullick Capital Management Corp
INCREASED1,0231,020+3+0%$350.0K$367.6K+$17.6K2026-11-02
Iron Financial LLC
UNCHANGED1,0221,02200%$350.6K$367.3K+$16.6K2026-10-23
Braun-Bostich & Associates Inc.
INCREASED1,021955+66+7%$327.7K$366.9K+$39.2K2026-10-20
4J Wealth Management LLC
DECREASED1,0161,055-39-4%$362.1K$365.2K+$3.1K2026-11-02
Voisard Asset Management Group, Inc.
INCREASED1,015876+139+16%$300.5K$364.7K+$64.2K2026-10-13
Client First Investment Management LLC
UNCHANGED1,0151,01500%$348.2K$364.7K+$16.5K2026-10-09
Triton Wealth Management, Pllc
DECREASED1,0131,043-30-3%$362.5K$428.5K+$66.0K2026-11-04
USAdvisors Wealth Management, LLC
DECREASED1,0091,045-36-3%$358.0K$362-$357.6K2026-10-21
Tiller Private Wealth, Inc.
INCREASED1,009980+29+3%$336.1K$362.4K+$26.3K2026-10-26
Atwood & Palmer Inc
UNCHANGED1,0051,00500%$344.8K$361.1K+$16.3K2026-10-08
Northern Capital Management, Inc.
INCREASED1,0041,003+1+0%$344.4K$360.9K+$16.4K2026-11-05
Impact Investors, Inc
DECREASED1,0032,741-1,738-63%$940.4K$360.4K-$580.0K2026-11-02
Merrion Investment Management Co, LLC
UNCHANGED1,0001,00000%$343.1K$359.3K+$16.2K2026-10-16
Capital Management Associates, Inc
UNCHANGED99999900%$342.6K$359.1K+$16.4K2026-10-20
ACT Advisors, Llc.
INCREASED997878+119+14%$301.2K$358.2K+$57.1K2026-10-15
Kelly Financial Services LLC
INCREASED997932+65+7%$319.6K$358.3K+$38.7K2026-10-20
CGN Advisors LLC
DECREASED9961,211-215-18%$415.5K$357.9K-$57.6K2026-10-21
Blue Square Asset Management, LLC
UNCHANGED99399300%$340.7K$356.8K+$16.1K2026-11-02
Pegasus Asset Management, Inc.
DECREASED9921,012-20-2%$347.2K$356.5K+$9.3K2026-11-03
Kercheville Advisors, LLC
DECREASED9911,031-40-4%$353.7K$356.1K+$2.4K2026-10-19
Athena Wealth Management, LLC
INCREASED990965+25+3%$331.2K$355.6K+$24.4K2026-10-09
Woodard & Co Asset Management Group Inc
DECREASED9871,085-98-9%$372.3K$354.7K-$17.6K2026-11-03
Horizon Wealth Management, LLC
UNCHANGED98698600%$338.2K$354.4K+$16.2K2026-11-02
RS Crum Inc.
UNCHANGED98698600%$338.3K$354.3K+$16.0K2026-10-19
Transcendent Capital Group LLC
UNCHANGED98498400%$337.6K$353.6K+$16.0K2026-10-28
Apeiron RIA LLC
DECREASED9812,033-1,052-52%$697.5K$353.0K-$344.5K2026-10-08
Capstone Wealth Management, LLC
DECREASED981991-10-1%$340.0K$352.5K+$12.5K2026-11-02
McAlister, Sweet & Associates, Inc.
UNCHANGED97997900%$335.9K$351.8K+$15.9K2026-10-07
Adamsbrown Wealth Consultants LLC
INCREASED978962+16+2%$330.0K$351.6K+$21.6K2026-10-20
OceanIQ Capital, LLC
INCREASED977974+3+0%$353.4K$387.0K+$33.6K2026-10-19
Bensler, LLC
INCREASED976903+73+8%$309.9K$350.8K+$41.0K2026-11-05
Silverlake Wealth Management LLC
DECREASED9752,003-1,028-51%$687.3K$350.4K-$337.0K2026-10-21
Apex Wealth Management, LLC
INCREASED974945+29+3%$324.2K$350.1K+$25.9K2026-10-20
Avid Wealth Partners LLC
INCREASED972947+25+3%$324.9K$349.3K+$24.4K2026-11-03
Stanley-Laman Group, Ltd.
DECREASED9631,175-212-18%$403.1K$346.0K-$57.1K2026-10-20
Summa Corp.
UNCHANGED96396300%$330.4K$346.0K+$15.6K2026-10-30
Highline Wealth Partners LLC
INCREASED960550+410+75%$188.9K$344.8K+$156.0K2026-10-19
Founders Capital Management, LLC
DECREASED960980-20-2%$336.2K$345.0K+$8.7K2026-10-23
Prodigy Asset Management LLC
UNCHANGED95995900%$328.9K$344.5K+$15.6K2026-10-28
Yacktman Asset Management LP
INCREASED958732+226+31%$251.1K$344.2K+$93.1K2026-11-02
Ayrshire Capital Management LLC
NEW956—+956——$343.6K—2026-10-20
Grantvest Financial Group LLC
INCREASED955954+1+0%$327.2K$343.3K+$16.1K2026-10-21
Harrington Investments, Inc
UNCHANGED95495400%$327.3K$342.8K+$15.5K2026-10-14
Foguth Wealth Management, Llc.
INCREASED952905+47+5%$326.4K$383.1K+$56.8K2026-10-19
Asset Advisory Group, Inc.
UNCHANGED94994900%$325.5K$340.9K+$15.4K2026-10-20
Orin Green Financial, LLC
UNCHANGED94994900%$325.6K$341.0K+$15.4K2026-10-19
Human Investing LLC
INCREASED945646+299+46%$221.5K$339.4K+$117.9K2026-10-19
21 West Wealth Management LLC
DECREASED945999-54-5%$342.7K$339.6K-$3.2K2026-10-13
Sanchez Gaunt Capital Management, LLC
INCREASED945938+7+1%$321.8K$339.6K+$17.8K2026-11-03
Winter & Associates, Inc.
INCREASED942870+72+8%$298.4K$382.9K+$84.5K2026-10-23
Affiance Financial, LLC
INCREASED937837+100+12%$287.2K$336.7K+$49.6K2026-10-15
Colonial River Investments, LLC
DECREASED937941-40%$322.8K$336.7K+$13.8K2026-10-19
Ti-Trust, Inc
UNCHANGED93593500%$320.8K$336.0K+$15.2K2026-10-21
Courage Miller Partners, LLC
UNCHANGED93293200%$319.8K$334.9K+$15.1K2026-10-21
E6 Portfolios, LLC
DECREASED9301,080-150-14%$370.7K$334.1K-$36.6K2026-10-26
Financial Network Wealth Advisors LLC
INCREASED930920+10+1%$315.6K$334.2K+$18.5K2026-10-28
SWS Partners
INCREASED930929+1+0%$318.7K$334.3K+$15.6K2026-10-26
Financial Planning Navigators Corp
INCREASED928863+65+8%$296.1K$333.5K+$37.4K2026-10-14
Horst & Graben Wealth Management LLC
DECREASED928957-29-3%$336.0K$333.3K-$2.7K2026-11-02
SLT Holdings LLC
DECREASED928933-5-1%$320.1K$333.5K+$13.4K2026-10-15
Ares Financial Consulting, LLC
INCREASED926915+11+1%$314.0K$332.8K+$18.9K2026-10-19
Christensen, King & Associates Investment Services, Inc.
INCREASED925824+101+12%$282.9K$332.4K+$49.5K2026-10-22
Northwest Wealth Management, LLC
NEW924—+924——$332.0K—2026-10-30
Blake Schutter Theil Wealth Advisors, LLC
DECREASED924925-10%$317.4K$332.0K+$14.7K2026-11-02
tru Independence LLC
DECREASED922926-40%$317.8K$331.4K+$13.6K2026-10-20
Lpwm LLC
UNCHANGED92092000%$315.5K$330.5K+$14.9K2026-10-20
Burr Financial Services, LLC
UNCHANGED91891800%$315.0K$329.9K+$14.9K2026-10-08
Ardent Capital Management, Inc.
UNCHANGED91791700%$314.6K$329.5K+$14.9K2026-10-16
Saxony Capital Management, LLC
NEW913—+913——$328.1K—2026-10-15
Aspen Wealth Management LLC
NEW905—+905——$325.0K—2026-10-14
PFS Partners, LLC
DECREASED905931-26-3%$319.3K$325.4K+$6.0K2026-10-21
Forbes Financial Planning, Inc.
UNCHANGED90490400%$310.2K$324.8K+$14.7K2026-10-23
Endowment Wealth Management, Inc.
INCREASED903900+3+0%$308.9K$324.4K+$15.5K2026-11-03
Lakeshore Financial Planning, Inc.
INCREASED900810+90+11%$277.9K$323.4K+$45.5K2026-10-13
William Mack & Associates, Inc.
INCREASED899898+1+0%$308.2K$323.1K+$14.9K2026-10-27
Optima Capital LLC
DECREASED897928-31-3%$318.7K$322.6K+$4.0K2026-10-29
Mid-American Wealth Advisory Group, Inc.
NEW896—+896——$321.9K—2026-10-21
Noble Wealth Management PBC
DECREASED896942-46-5%$323.3K$322.1K-$1.2K2026-10-01
Johnson & White Wealth Management, LLC
UNCHANGED89689600%$307.4K$322.0K+$14.6K2026-11-03
Wealth Preservation Advisors, LLC
NEW894—+894——$321.2K—2026-11-05
Tenzing Financial LLC
UNCHANGED89389300%$319.1K$360.0K+$40.8K2026-11-03
Vicus Capital
DECREASED891918-27-3%$314.9K$320.2K+$5.3K2026-11-05
High Note Wealth, LLC
INCREASED890725+165+23%$248.7K$319.8K+$71.1K2026-10-27
Financial Partners Group, Inc
DECREASED890915-25-3%$314.0K$320.0K+$6.0K2026-10-19
StoneCrest Wealth Management, Inc.
UNCHANGED89089000%$305.4K$319.8K+$14.5K2026-11-03
Tortuga Wealth Management, Inc
INCREASED889848+41+5%$290.8K$319.5K+$28.7K2026-10-27
Atlatl Advisers LLC
INCREASED887852+35+4%$292.3K$318.7K+$26.4K2026-10-22
Armstrong, Fleming & Moore, Inc
UNCHANGED88688600%$304.0K$318.3K+$14.4K2026-10-28
Mengis Capital Management, Inc.
INCREASED882833+49+6%$285.8K$317.0K+$31.1K2026-10-13
Sierra Ocean, LLC
DECREASED879885-6-1%$303.5K$315.8K+$12.2K2026-11-03
West Bancorporation Inc
UNCHANGED87887800%$301.2K$315.5K+$14.3K2026-10-29
Market Street Wealth Management Advisors LLC
INCREASED876601+275+46%$206.2K$314.9K+$108.7K2026-10-09
GreatBanc Trust Co
UNCHANGED87587500%$300.2K$314.4K+$14.2K2026-11-04
Northern Lights Advisors, Inc.
DECREASED8701,010-140-14%$346.6K$312.6K-$34.0K2026-10-21
Pathway Financial Advisors LLC
INCREASED867862+5+1%$312.2K$311.6K-$5792026-10-07
Heritage Wealth Management, Inc.
INCREASED866858+8+1%$294.4K$311.2K+$16.8K2026-10-27
Seven Hills Financial, LLC
NEW864—+864——$310.5K—2026-10-13
CapWealth Advisors, LLC
INCREASED862840+22+3%$288.2K$309.7K+$21.5K2026-10-05
Redstone Wealth Management, LLC
INCREASED861809+52+6%$277.6K$309.4K+$31.8K2026-10-20
Ehrlich Financial Group
INCREASED859846+13+2%$290.2K$308.6K+$18.4K2026-10-20
Ballew Advisors, Inc
UNCHANGED85785700%$310.3K$309.0K-$1.3K2026-10-05
Kaufman Rossin Wealth, LLC
NEW855—+855——$307.2K—2026-10-19
Wealth Advisors Northwest LLC
DECREASED8531,097-244-22%$376.4K$306.6K-$69.8K2026-10-29
Aurora Private Wealth, Inc.
INCREASED849763+86+11%$262.0K$305-$261.7K2026-10-20
Wrenne Financial Planning LLC
UNCHANGED84984900%$291.5K$305.2K+$13.8K2026-10-30
Asset Planning,Inc
UNCHANGED84984900%$291.2K$305.2K+$14.1K2026-10-26
Kohmann Bosshard Financial Services, LLC
INCREASED847609+238+39%$208.8K$304.2K+$95.4K2026-11-04
Southern Financial Group, LLC
DECREASED843851-8-1%$292.2K$303.3K+$11.0K2026-10-30
Wheelhouse Advisory Group LLC
INCREASED842777+65+8%$266.7K$302.6K+$35.9K2026-10-20
Tenet Wealth Partners, LLC
DECREASED842845-30%$306.3K$302.6K-$3.8K2026-10-19
DMC Group, LLC
UNCHANGED83983900%$287.9K$301.5K+$13.6K2026-10-26
Innovative Wealth Building LLC
UNCHANGED83983900%$287.8K$301.6K+$13.7K2026-10-14
Arta Finance Wealth Management LLC
INCREASED836743+93+13%$254.9K$300.4K+$45.5K2026-10-28
Greenfield Seitz Capital Management, LLC
UNCHANGED83583500%$286.5K$300.0K+$13.6K2026-10-29
Sensible Money, LLC
DECREASED834852-18-2%$292.3K$299.7K+$7.4K2026-10-20
Wagner Wealth Management, Corp
DECREASED8331,022-189-18%$350.6K$299.3K-$51.3K2026-10-20
Polaris Financial Partners
NEW830—+830——$299—2026-10-02
Acorn Financial Advisory Services Inc
DECREASED830887-57-6%$304.5K$298.4K-$6.1K2026-11-02
Tableaux LLC
INCREASED829679+150+22%$233.0K$297.9K+$64.9K2026-10-23
High Probability Advisors, LLC
UNCHANGED82882800%$284.1K$297.5K+$13.4K2026-10-19
Rational Advisors, Inc.
DECREASED8268,100-7,274-90%$2.8M$296.8K-$2.5M2026-11-02
Brooklyn FI, LLC
INCREASED824137+687+501%$48.4K$359.7K+$311.3K2026-11-05
Fruth Investment Management
INCREASED823798+25+3%$273$295+$222026-10-13
Valley National Advisers Inc
INCREASED823818+5+1%$280.7K$295.7K+$15.1K2026-10-23
Lountzis Asset Management, LLC
UNCHANGED82082000%$281.4K$294.7K+$13.3K2026-10-30
Elco Management Co., LLC
UNCHANGED81881800%$280.6K$293.9K+$13.3K2026-10-14
Grange Capital, LLC
DECREASED817964-147-15%$330.7K$293.6K-$37.2K2026-10-20
Phoenix Wealth Advisors
UNCHANGED81781700%$280.4K$293.7K+$13.3K2026-11-03
Trinity Financial Advisors LLC
UNCHANGED81381300%$278.9K$292.1K+$13.2K2026-10-09
Foundry Financial LLC
NEW812—+812——$291.7K—2026-10-16
Holland Advisory Services, Inc.
DECREASED810906-96-11%$310.7K$291.1K-$19.6K2026-10-26
Sava Infond d.o.o.
UNCHANGED81081000%$277.9K$291.1K+$13.2K2026-10-28
Global Wealth Management Investment Advisory, Inc.
DECREASED8071,053-246-23%$361.3K$290.1K-$71.2K2026-11-04
Collar Capital Management, LLC
UNCHANGED80780700%$276.9K$290.0K+$13.1K2026-10-28
SilverOak Wealth Management LLC
INCREASED806801+5+1%$274.8K$289.6K+$14.8K2026-10-29
Bell & Brown Wealth Advisors, LLC
DECREASED805970-165-17%$332.7K$289.2K-$43.5K2026-10-16
Milestone Asset Management Group, LLC
INCREASED805762+43+6%$261.6K$289.4K+$27.8K2026-10-20
Hibernia Wealth Partners, LLC
NEW803—+803——$288.6K—2026-10-29
Abner Herrman & Brock LLC
INCREASED803605+198+33%$208$289+$812026-10-20
Madrona Financial Services, LLC
INCREASED803792+11+1%$271.7K$288.5K+$16.8K2026-10-23
Leslie Global Wealth, LLC
DECREASED803812-9-1%$278.6K$288.6K+$10.0K2026-10-26
IFS Advisors, LLC
INCREASED802563+239+42%$193.3K$288.5K+$95.2K2026-10-14
Praxis Capital Management LLC
INCREASED801800+1+0%$274.5K$287.8K+$13.4K2026-10-16
GuidedMoney, LLC
UNCHANGED80080000%$274.5K$287.5K+$13.0K2026-10-29
Salzhauer Michael
UNCHANGED80080000%$274.5K$287.5K+$13.0K2026-10-28
Massachusetts Wealth Management
UNCHANGED79979900%$274.1K$287.1K+$13.0K2026-10-21
Broussard Financial Group LLC
NEW798—+798——$286.7K—2026-10-26
Gutierrez Wealth Advisory, LLC
NEW797—+797——$286.5K—2026-11-02
Bluesphere Advisors LLC
UNCHANGED79779700%$273.4K$286.4K+$12.9K2026-10-19
Dakota Community Bank & Trust NA
INCREASED795661+134+20%$226.8K$285.7K+$58.9K2026-10-09
Oak Harvest Investment Services
INCREASED795704+91+13%$241.5K$285.5K+$44.1K2026-10-20
Wiregrass Investment Management LLC
INCREASED794755+39+5%$259.0K$285.3K+$26.3K2026-11-05
Southland Equity Partners LLC
DECREASED794800-6-1%$274.4K$285.3K+$10.8K2026-10-14
Marathon Mission, Inc.
INCREASED788616+172+28%$211.3K$283.2K+$71.8K2026-10-01
HMS Capital Management, LLC
UNCHANGED78878800%$270.4K$283.2K+$12.8K2026-10-20
Factor Wealth Management LTD
DECREASED7871,530-743-49%$525.1K$283.0K-$242.1K2026-10-08
JDH Wealth Management, LLC
NEW786—+786——$282.4K—2026-10-20
MMA Asset Management LLC
INCREASED786722+64+9%$247.7K$282.4K+$34.7K2026-11-02
Ridgecrest Wealth Partners, LLC
INCREASED786728+58+8%$249.8K$282.4K+$32.7K2026-10-19
Flywheel Private Wealth LLC
UNCHANGED78678600%$269.7K$282.4K+$12.8K2026-11-02
Hoge Financial Services, LLC
INCREASED785709+76+11%$243.1K$282.0K+$38.9K2026-11-05
ASL Financial, LLC
UNCHANGED78478400%$269.0K$281.7K+$12.7K2026-10-15
Somerset Trust Co
UNCHANGED78378300%$268.6K$281.4K+$12.7K2026-10-13
Atlantic Edge Private Wealth Management, LLC
UNCHANGED78378300%$268.6K$281.4K+$12.7K2026-10-20
Triumph Capital Management
INCREASED782708+74+10%$242.9K$281.0K+$38.1K2026-10-14
Eclectic Associates Inc
DECREASED779822-43-5%$282.0K$280.0K-$2.0K2026-10-09
Targeted Financial Services LLC
UNCHANGED77977900%$267.5K$280.3K+$12.8K2026-10-19
Dickmeyer Boyce Financial Management, Inc.
UNCHANGED77877800%$266.9K$279.5K+$12.6K2026-10-08
25 LLC
INCREASED777636+141+22%$218.2K$279.2K+$61.0K2026-10-13
Willis Johnson Wealth, Inc.
NEW776—+776——$278.8K—2026-11-03
Sara-Bay Financial
DECREASED776876-100-11%$300.5K$278.8K-$21.7K2026-10-21
Financial Synergies Wealth Advisors, Inc.
INCREASED773629+144+23%$216.0K$277.9K+$62.0K2026-10-16
Keeler & Nadler Financial Planning & Wealth Management
DECREASED773775-20%$265.7K$277.6K+$11.8K2026-10-28
Wespac Advisors, LLC
UNCHANGED77377300%$265.2K$277.8K+$12.6K2026-10-26
Kwmg, LLC
INCREASED770610+160+26%$209.3K$276.8K+$67.4K2026-10-07
Curran Financial Partners, LLC
INCREASED770728+42+6%$249.8K$276.7K+$26.9K2026-11-04
Chartist Inc
UNCHANGED77077000%$264.2K$276.7K+$12.5K2026-11-04
Plante Moran Financial Advisors, LLC
DECREASED769829-60-7%$284.5K$276.4K-$8.1K2026-11-04
Legacy Financial Group, Inc.
INCREASED769741+28+4%$254.4K$276.5K+$22.1K2026-10-21
Retirement Investment Advisors, Inc.
NEW768—+768——$276.0K—2026-10-22
Michael Brady & Co., LLC
DECREASED768774-6-1%$265.6K$276.0K+$10.4K2026-10-23
Durante & Waters, LLC
DECREASED766813-47-6%$278.8K$275.2K-$3.7K2026-10-28
Lantern Wealth Advisors, LLC
NEW763—+763——$274.3K—2026-10-22
Kendall Capital Management
UNCHANGED76376300%$261.8K$274.2K+$12.4K2026-10-23
Bridgelight Financial Advisors, Inc.
DECREASED762783-21-3%$268.8K$273.7K+$4.9K2026-10-20
Mcdonald Partners LLC
UNCHANGED76276200%$261.4K$273.8K+$12.4K2026-11-03
G&S Capital LLC
UNCHANGED76176100%$261.1K$273.5K+$12.4K2026-10-23
Able Wealth Management LLC
DECREASED760977-217-22%$313.8K$280.9K-$32.9K2026-10-13
Boltwood Capital Management
INCREASED760705+55+8%$241.9K$273.1K+$31.2K2026-10-02
Valtinson Bruner Financial Planning LLC
DECREASED759816-57-7%$280.1K$272.9K-$7.2K2026-11-02
Security Financial Services, Inc.
DECREASED758804-46-6%$275.8K$272.4K-$3.5K2026-10-29
Madison Park Capital Advisors, LLC
NEW757—+757——$271.9K—2026-10-28
Clarity Wealth Development LLC
DECREASED7571,450-693-48%$497.6K$272.2K-$225.5K2026-10-22
Redw Wealth LLC
INCREASED756747+9+1%$256.3K$271.7K+$15.4K2026-11-02
Ironwood Financial, llc
UNCHANGED75675600%$270.5K$271.7K+$1.2K2026-10-20
Weil Company, Inc.
NEW755—+755——$271.3K—2026-10-14
Reliant Investment Management, LLC
INCREASED754680+74+11%$233.3K$270.9K+$37.6K2026-10-14
James T. Borello RIA
INCREASED754741+13+2%$254.2K$270.9K+$16.7K2026-10-16
Wetzel Investment Advisors, Inc.
INCREASED754745+9+1%$255.6K$270.9K+$15.3K2026-10-13
Verus Financial Partners, Inc.
INCREASED752725+27+4%$248.7K$270.2K+$21.5K2026-10-29
Smallwood Wealth Investment Management, LLC
INCREASED751730+21+3%$250.6K$270.1K+$19.5K2026-10-30
Rinkey Investments
UNCHANGED75175100%$257.7K$269.9K+$12.2K2026-10-28
Abound Wealth Management
INCREASED749745+4+1%$255.7K$269.3K+$13.6K2026-10-26
Lotus Asset Management LLC
INCREASED746594+152+26%$203.8K$268.0K+$64.3K2026-10-14
Union Savings Bank
UNCHANGED74674600%$255.9K$268.1K+$12.1K2026-10-14
Three Magnolias Financial Advisors, LLC
DECREASED7451,147-402-35%$393.5K$267.7K-$125.8K2026-10-14
Edge Wealth Management LLC
UNCHANGED74574500%$255.6K$268.7K+$13.1K2026-10-13
Sentinel Pension Advisors, LLC
NEW744—+744——$267.3K—2026-11-02
Wealth Advisory Solutions, LLC
NEW743—+743——$267.0K—2026-10-20
Financial Symmetry Inc
DECREASED743851-108-13%$292.0K$267.0K-$25.0K2026-10-06
Colorado Capital Management, Inc.
INCREASED743686+57+8%$235$267+$322026-10-15
Bender Robert & Associates
NEW742—+742——$266.7K—2026-10-21
Strata Wealth Advisors, LLC
INCREASED741625+116+19%$214.5K$266.4K+$51.8K2026-10-16
Prospect Financial Group LLC
DECREASED740924-184-20%$317.0K$265.9K-$51.1K2026-11-05
Elser Financial Planning, Inc
INCREASED739700+39+6%$240.2K$265.5K+$25.4K2026-10-16
LiftPoint Family Wealth Advisors LLC
UNCHANGED73873800%$253.2K$265.2K+$12.0K2026-11-03
MinichMacGregor Wealth Management, LLC
UNCHANGED73873800%$253.2K$265.2K+$12.0K2026-10-14
Capital Square, LLC
INCREASED737601+136+23%$210.0K$264.9K+$54.9K2026-10-19
Fidelity D & D Bancorp Inc
UNCHANGED73673600%$252.5K$264.5K+$12.0K2026-11-05
Ariston Services Group
UNCHANGED73673600%$252.5K$264.5K+$12.0K2026-10-16
Foronjy Financial LLC
NEW734—+734——$263.8K—2026-10-14
First Community Trust NA
UNCHANGED73173100%$250.8K$262.7K+$11.9K2026-10-07
RHS Financial, LLC
NEW730—+730——$262.3K—2026-10-13
Alternative Investment Advisors, Llc.
DECREASED730750-20-3%$257.5K$263.2K+$5.7K2026-11-03
Asset Advisors Investment Management, LLC
UNCHANGED72772700%$249.4K$261.2K+$11.8K2026-10-19
Smith & Howard Wealth Management, LLC
NEW719—+719——$258.5K—2026-10-27
Strid Group, LLC
DECREASED716800-84-10%$274.5K$257.4K-$17.2K2026-10-28
Bayban
UNCHANGED71571500%$245.3K$245.3K$02026-11-05
Albert D Mason Inc
UNCHANGED71571500%$245.3K$256.9K+$11.6K2026-10-27
Lakewood Asset Management LLC
DECREASED714718-4-1%$246.4K$256.6K+$10.2K2026-10-26
Serenity Investment Advisors
UNCHANGED70670600%$258.3K$253.7K-$4.5K2026-10-30
J. L. Bainbridge & Co., Inc.
INCREASED704703+1+0%$241.3K$252.8K+$11.5K2026-10-20
Brighton Securities Corp.
DECREASED701702-10%$240.9K$251.9K+$11.0K2026-10-08
Parkside Investments, LLC
INCREASED700699+1+0%$240.0K$251.7K+$11.7K2026-10-20
Smart Wealth LLC
INCREASED698677+21+3%$232.4K$250.8K+$18.4K2026-11-04
Schorn Wealth LLC
INCREASED697696+1+0%$238.9K$250.5K+$11.5K2026-10-14
Councilmark Asset Management, LLC
UNCHANGED69769700%$239.1K$250.5K+$11.3K2026-10-20
Johnson Bixby & Associates, LLC
NEW695—+695——$249.7K—2026-10-14
Walleye Partners, LLC
UNCHANGED69469400%$238.1K$249.4K+$11.3K2026-10-13
Breachway Investments LLC
INCREASED692592+100+17%$203.1K$248.7K+$45.5K2026-10-19
Asset Allocation & Management Company, LLC
UNCHANGED69069000%$237$248+$112026-10-13
Hartmann Taylor Wealth Management, LLC
DECREASED689697-8-1%$210.7K$247.6K+$36.9K2026-10-14
Darrow Company, Inc.
UNCHANGED68768700%$235.7K$246.9K+$11.2K2026-10-22
Gray Private Wealth, LLC
UNCHANGED68768700%$235.7K$246.9K+$11.2K2026-10-28
Franklin Street Advisors Inc
DECREASED686786-100-13%$269.7K$246.5K-$23.2K2026-10-13
WealthCare Investment Partners, LLC
INCREASED686685+1+0%$235.1K$246.6K+$11.6K2026-11-05
Ddfg, Inc
UNCHANGED68668600%$235.3K$246.5K+$11.2K2026-10-15
Gibraltar Capital Management, Inc.
NEW685—+685——$246.1K—2026-10-27
Capital Investment Services of America, Inc.
UNCHANGED68568500%$235.0K$246.1K+$11.1K2026-11-02
Catalyst Private Wealth, LLC
NEW684—+684——$245.8K—2026-10-13
Parkway Wealth Management Group, LLC
INCREASED683612+71+12%$210.1K$245.3K+$35.2K2026-10-20
Heritage OAK Wealth Advisors LLC
INCREASED682626+56+9%$214.9K$245.1K+$30.2K2026-10-14
Inlight Wealth Management, LLC
NEW679—+679——$244.0K—2026-10-21
Kaydan Wealth Management, Inc.
DECREASED679769-90-12%$263.8K$244.0K-$19.9K2026-10-08
International Private Wealth Advisors LLC
DECREASED679745-66-9%$255.8K$244.2K-$11.6K2026-11-05
Total Investment Management Inc
UNCHANGED67967900%$248.6K$244.0K-$4.6K2026-10-22
Townsend & Associates, Inc
INCREASED676600+76+13%$216.4K$272.2K+$55.8K2026-10-23
Financial Management Professionals, Inc.
INCREASED673661+12+2%$226.8K$241.9K+$15.1K2026-10-23
Financial Harvest, LLC
NEW671—+671——$241.1K—2026-10-15
OFS Enterprise LLC
INCREASED671664+7+1%$227.8K$241.1K+$13.3K2026-10-16
Lauterbach Financial Advisors, LLC
UNCHANGED67167100%$230.2K$241.1K+$10.9K2026-10-21
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED669846-177-21%$290.3K$240.4K-$49.9K2026-10-13
Mayfair Advisory Group, LLC
INCREASED668655+13+2%$233.1K$240.2K+$7.1K2026-10-20
Catalyst Investment Management LLC
UNCHANGED66866800%$229.1K$239.9K+$10.8K2026-10-21
Brindle & Bay Financial Advisors, LLC
DECREASED667675-8-1%$231.5K$239.5K+$8.0K2026-10-15
Integrated Wealth Management
DECREASED666672-6-1%$230.4K$239.2K+$8.8K2026-10-19
Philip James Wealth Mangement, LLC
NEW665—+665——$238.9K—2026-10-27
DeLarme Wealth Management, Inc.
NEW665—+665——$239.0K—2026-10-30
IMG Wealth Management, Inc.
INCREASED664619+45+7%$212.4K$238.6K+$26.2K2026-10-27
Elevation Wealth Management LLC
INCREASED663603+60+10%$206.9K$238.4K+$31.5K2026-11-02
Redwood Family Wealth LLC
INCREASED662626+36+6%$215.0K$237.8K+$22.8K2026-10-20
Summit Financial Consulting LLC
UNCHANGED66266200%$227.1K$237.9K+$10.8K2026-10-15
Wealth Quarterback LLC
DECREASED661738-77-10%$253.2K$237.6K-$15.6K2026-10-20
TopTier Wealth Management, LLC
INCREASED661654+7+1%$224.5K$237.6K+$13.1K2026-10-16
Van Cleef Asset Management,Inc
DECREASED660695-35-5%$238.4K$237.2K-$1.3K2026-10-20
Slow Capital, Inc.
UNCHANGED66066000%$226.4K$237.2K+$10.7K2026-10-23
Halbert Hargrove Global Advisors, LLC
DECREASED657671-14-2%$230.2K$236.1K+$5.9K2026-10-16
Code Waechter LLC
DECREASED657666-9-1%$228.5K$236.1K+$7.6K2026-10-23
1620 Investment Advisors, Inc.
INCREASED657652+5+1%$224.0K$236.1K+$12.0K2026-11-04
Strengthening Families & Communities, LLC
DECREASED654673-19-3%$231.0K$235.0K+$4.1K2026-10-21
David J Yvars Group
UNCHANGED65365300%$224.1K$234.7K+$10.6K2026-10-09
Thoma Capital Management LLC
DECREASED652654-20%$224.4K$234.3K+$9.9K2026-10-19
Provident Living Financial Services, Inc.
NEW651—+651——$269.2K—2026-11-03
Cumberland Advisors Inc
INCREASED650640+10+2%$219.6K$233.6K+$14.0K2026-10-30
RW Investment Management LLC
NEW649—+649——$233.2K—2026-11-03
Dynamic Wealth Strategies, LLC
DECREASED649826-177-21%$283.4K$233.2K-$50.2K2026-10-16
Penney Financial, LLC
INCREASED648645+3+0%$221.3K$232.8K+$11.6K2026-10-20
Accelerate Investment Advisors LLC
DECREASED647702-55-8%$241.0K$232.5K-$8.5K2026-11-02
Flagstone Financial Management
UNCHANGED64664600%$221.7K$232.2K+$10.5K2026-11-05
Bestgate Wealth Advisors, LLC
NEW645—+645——$231.8K—2026-10-13
Aerodigm Wealth, LLC
DECREASED642753-111-15%$258.2K$230.7K-$27.5K2026-10-16
Maltin Wealth Management, Inc.
INCREASED641640+1+0%$219.5K$230.2K+$10.7K2026-10-13
Cosner Financial Group, LLC
UNCHANGED64064000%$219.6K$230.0K+$10.4K2026-11-03
Reality Financial Planning Services, LLC
NEW638—+638——$229.3K—2026-11-03
Bryant Woods Investment Advisors, LLC
DECREASED637660-23-3%$226.4K$228.9K+$2.5K2026-10-26
Opus Capital Group, LLC
UNCHANGED63763700%$219.0K$229-$218.8K2026-10-30
Quantify Chaos Advisors, LLC
NEW636—+636——$228.5K—2026-11-04
Miller Global Investments, LLC
UNCHANGED63363300%$217.2K$227.5K+$10.3K2026-10-02
Capstone Wealth Management Group, LLC
DECREASED631633-20%$217.1K$215.5K-$1.5K2026-11-05
LifeGoal Investments, LLC
INCREASED630589+41+7%$202.0K$226.4K+$24.4K2026-10-09
Bay Harbor Wealth Management, LLC
INCREASED629608+21+3%$208.6K$226.0K+$17.4K2026-11-03
Woodward Diversified Capital, LLC
INCREASED629622+7+1%$213.4K$226.1K+$12.6K2026-10-21
Rubicon Advisors, GP
NEW628—+628——$225.7K—2026-10-23
Sincerus Advisory, LLC
NEW623—+623——$223.7K—2026-10-09
WealthTrust Asset Management, LLC
INCREASED623585+38+7%$200.7K$223.9K+$23.2K2026-10-22
Decision Investments, Inc
UNCHANGED62262200%$213.4K$223.5K+$10.1K2026-10-07
Covestor Ltd
INCREASED621551+70+13%$189.0K$223-$188.8K2026-10-30
Defender Capital, Llc.
UNCHANGED62062000%$212.7K$222.8K+$10.1K2026-10-01
Parrish Capital LLC
INCREASED619617+2+0%$211.7K$222.4K+$10.7K2026-10-01
Reston Wealth Management LLC
INCREASED618606+12+2%$207.9K$221.9K+$14.0K2026-10-29
Penobscot Wealth Management
INCREASED616600+16+3%$205.9K$221.4K+$15.5K2026-10-21
Reicon Wealth Advisors, LLC
UNCHANGED61661600%$211.3K$221.3K+$10.0K2026-11-04
Rodgers & Associates, LTD
DECREASED613636-23-4%$218.2K$220.2K+$2.1K2026-10-20
Pettinga Financial Advisors LLC
INCREASED613599+14+2%$205.5K$220.3K+$14.8K2026-10-13
Bucket List Wealth Management, LLC
INCREASED613612+1+0%$209.9K$220.1K+$10.2K2026-10-22
Bfsg, LLC
INCREASED607504+103+20%$173.0K$218.2K+$45.2K2026-10-30
Stonekeep Investments, LLC
DECREASED607608-10%$209$218.2K+$218.0K2026-10-15
Single Point Partners, LLC
DECREASED606759-153-20%$260.5K$217.9K-$42.6K2026-10-19
Stirlingshire Investments, Inc.
DECREASED605699-94-13%$239.9K$217.5K-$22.4K2026-11-05
Finer Wealth Management, Inc.
DECREASED605685-80-12%$235.1K$217.5K-$17.6K2026-10-16
FWG Investments, Llc.
INCREASED604597+7+1%$204.9K$217.0K+$12.0K2026-11-03
Cane Capital Partners, LLC
DECREASED6034,469-3,866-87%$1.5M$216.7K-$1.3M2026-10-23
BlueSky Wealth Advisors, LLC
INCREASED602591+11+2%$202.8K$216.4K+$13.6K2026-10-29
IronBridge Private Wealth, LLC
UNCHANGED60260200%$206.5K$216.3K+$9.8K2026-11-03
Founders Capital Management
UNCHANGED60060000%$205.9K$215.6K+$9.7K2026-10-13
Wilsey Asset Management Inc
UNCHANGED60060000%$205.9K$215.6K+$9.7K2026-10-21
Opulen Financial Group LLC
NEW599—+599——$215.2K—2026-10-22
Clean Yield Group
DECREASED598618-20-3%$212.0K$214.9K+$2.8K2026-10-28
Stonehaven Wealth & TAX Solutions, LLC
DECREASED597652-55-8%$223.7K$214.5K-$9.2K2026-10-22
TrueWealth Advisors, LLC
UNCHANGED59759700%$204.7K$214.4K+$9.7K2026-10-09
Stonebridge Wealth Management, LLC
UNCHANGED59559500%$204.1K$213.8K+$9.7K2026-10-09
Odyssey Capital Advisors, Inc.
DECREASED591740-149-20%$254.0K$212.3K-$41.8K2026-10-26
Layline Advisors, LLC
DECREASED591634-43-7%$217.5K$212.5K-$5.1K2026-11-02
Wisconsin Wealth Advisors, LLC
DECREASED590640-50-8%$219.6K$212.0K-$7.6K2026-10-08
O'Connor Financial Group LLC
INCREASED589583+6+1%$200.0K$211.6K+$11.6K2026-10-26
Wincap Financial LLC
DECREASED588612-24-4%$209.9K$211.1K+$1.2K2026-10-20
Essential Investment Partners LLC
INCREASED587551+36+7%$189.0K$210.9K+$21.9K2026-10-27
Wilkins Miller Wealth Management, LLC
DECREASED583594-11-2%$203.8K$209.6K+$5.8K2026-10-13
BKM Wealth Management, LLC
DECREASED580611-31-5%$209.6K$208.4K-$1.2K2026-10-22
White Pine Investment Co
NEW578—+578——$208—2026-10-15
Elevated Financial Group LLC
NEW578—+578——$207.7K—2026-10-16
W Advisors, LLC
NEW578—+578——$207.7K—2026-11-02
Richmond Investment Services, LLC
NEW578—+578——$207.6K—2026-10-29
ShankerValleau Wealth Advisors, Inc.
NEW576—+576——$207.0K—2026-10-16
Great Waters Wealth Management
NEW574—+574——$206.1K—2026-10-07
Burkett Financial Services, LLC
INCREASED574304+270+89%$104.4K$206.5K+$102.1K2026-10-01
marrick wealth, LLC
DECREASED573585-12-2%$200.7K$205.9K+$5.2K2026-10-20
Stewardship Concepts Financial Services LLC
NEW571—+571——$205.1K—2026-10-06
McMill Wealth Management
NEW570—+570——$204.8K—2026-11-05
Liberty Atlantic Advisors LLC
NEW568—+568——$204.1K—2026-10-14
Brown Wealth Management, LLC
NEW568—+568——$204.1K—2026-10-20
Confluence Investment Management LLC
NEW567—+567——$203.7K—2026-10-01
Tucker Asset Management LLC
NEW567—+567——$203.8K—2026-10-29
Larry Mathis Financial Planning, LLC
DECREASED5662,519-1,953-78%$864.2K$203.4K-$660.9K2026-10-26
Alliance Private Wealth, LLC
NEW564—+564——$202.7K—2026-10-20
Capital Squared Financial LLC
DECREASED564810-246-30%$277.8K$202.6K-$75.2K2026-10-30
Rare Wolf Capital LLC
NEW561—+561——$201.6K—2026-10-20
New Capital Management LP
NEW559—+559——$201.0K—2026-10-29
Conrad Siegel Investment Advisors, Inc.
NEW557—+557——$200.1K—2026-10-08
A4 Wealth Advisors LLC
NEW557—+557——$200.1K—2026-10-20
Evergreen Private Wealth LLC
INCREASED554520+34+7%$178.6K$199.2K+$20.7K2026-10-30
Balance Wealth Partners LLC
DECREASED536583-47-8%$200.0K$192.5K-$7.5K2026-10-27
Comprehensive Financial Planning, Inc.
DECREASED517713-196-27%$244.6K$185.8K-$58.8K2026-10-27
Creative Capital Management Investments LLC
INCREASED511436+75+17%$149.6K$183.7K+$34.0K2026-10-28
New England Capital Financial Advisors LLC
INCREASED510509+1+0%$174.8K$183.1K+$8.4K2026-11-03
Essential Partners LLC
DECREASED508510-20%$175.0K$182.5K+$7.6K2026-10-14
Maseco LLP
INCREASED504483+21+4%$165.5K$181.2K+$15.7K2026-10-27
Valued Wealth Advisors LLC
INCREASED503437+66+15%$149.9K$180.9K+$31.1K2026-11-05
Activest Wealth Management
INCREASED485300+185+62%$102.8K$174.3K+$71.5K2026-10-15
Hughes Financial Services, LLC
INCREASED485417+68+16%$143.2K$199.3K+$56.1K2026-10-30
Entrust Financial LLC
INCREASED481458+23+5%$157.1K$172.8K+$15.8K2026-11-04
Quest 10 Wealth Builders, Inc.
INCREASED479431+48+11%$147.7K$172.0K+$24.3K2026-11-02
MB, Levis & Associates, LLC
DECREASED471482-11-2%$165.5K$169.4K+$3.9K2026-10-16
Hurley Capital, LLC
INCREASED465464+1+0%$159.0K$167.2K+$8.1K2026-11-05
CGC Financial Services, LLC
UNCHANGED46546500%$159.5K$167.1K+$7.6K2026-10-13
Hara Capital LLC
UNCHANGED46046000%$157.8K$165.3K+$7.5K2026-10-30
Maj Invest Holding A/S
UNCHANGED45045000%$154$162+$82026-10-27
Barrett & Company, Inc.
DECREASED445801-356-44%$274.8K$159.9K-$114.9K2026-10-22
CrossGen Wealth, LLC
INCREASED443428+15+4%$146.7K$159.1K+$12.4K2026-10-30
Phillip James Consulting Co.
UNCHANGED43543500%$149.2K$156.3K+$7.1K2026-11-03
Tompkins Financial Corp
UNCHANGED40740700%$139.6K$146.2K+$6.6K2026-10-05
Horizon Financial Services, LLC
INCREASED405382+23+6%$131.1K$145.5K+$14.5K2026-11-04
Glass Jacobson Investment Advisors llc
DECREASED379380-10%$130.4K$136.2K+$5.8K2026-10-26
Aspect Partners, LLC
INCREASED362244+118+48%$83.8K$130.2K+$46.4K2026-10-20
True Wealth Design, LLC
INCREASED357318+39+12%$109.1K$128.3K+$19.2K2026-10-13
Tower Trust & Investment Co
INCREASED340246+94+38%$84.4K$122.2K+$37.8K2026-10-28
American Capital Advisory, LLC
DECREASED332339-7-2%$116.3K$119.3K+$3.0K2026-10-28
DiNuzzo Private Wealth, Inc.
UNCHANGED33133100%$113.6K$118.9K+$5.4K2026-10-16
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED3221,593-1,271-80%$546.8K$115.7K-$431.1K2026-10-14
Gleason Group, Inc.
DECREASED320513-193-38%$176.2K$115.2K-$61.0K2026-10-15
Bank & Trust Co
UNCHANGED30630600%$105.0K$110.0K+$5.0K2026-10-07
3 Factor Indexing, LLC
UNCHANGED30430400%$104.3K$109.2K+$4.9K2026-10-15
Cherry Tree Wealth Management, LLC
INCREASED302300+2+1%$102.8K$108.3K+$5.6K2026-10-15
LAM Group, Inc.
UNCHANGED30030000%$102.9K$107.8K+$4.9K2026-10-26
Hoey Investments, Inc
INCREASED297197+100+51%$67.6K$106.7K+$39.1K2026-10-29
First United Bank & Trust
UNCHANGED28728700%$98.5K$103.1K+$4.7K2026-10-22
MidAtlantic Capital Management, Inc.
NEW273—+273——$98.1K—2026-11-05
Maryland Capital Advisors Inc.
UNCHANGED26826800%$91.9K$96.3K+$4.4K2026-10-15
Compound Global Advisors, LLC
DECREASED250500-250-50%$171.5K$89.8K-$81.7K2026-10-20
RMG Wealth Management LLC
UNCHANGED24624600%$88.4K$101.8K+$13.4K2026-10-26
Kings Path Partners LLC
UNCHANGED24024000%$82.3K$86.2K+$3.9K2026-10-21
Downshift Financial, LLC
INCREASED234227+7+3%$77.8K$84.0K+$6.2K2026-10-13
Cedar Mountain Advisors, LLC
DECREASED233361-128-35%$124.0K$83.9K-$40.1K2026-10-15
Redwood Park Advisors LLC
INCREASED233232+1+0%$79.7K$83.6K+$3.9K2026-11-02
Tradewinds Capital Management, LLC
INCREASED230229+1+0%$78.6K$82.5K+$3.8K2026-10-23
Dhjj Financial Advisors, Ltd.
INCREASED228216+12+6%$74.0K$82.0K+$7.9K2026-10-23
Hoese & Co LLP
UNCHANGED22522500%$77.2K$80.8K+$3.7K2026-10-21
Burk Holdings LLC
INCREASED224203+21+10%$69.6K$80.5K+$10.8K2026-11-05
USA Financial Formulas
NEW221—+221——$79.4K—2026-10-16
Birchwood Financial Partners, Inc.
INCREASED221199+22+11%$68.3K$79.4K+$11.1K2026-11-02
Bare Financial Services, Inc
INCREASED217197+20+10%$67.6K$78.0K+$10.4K2026-11-04
Hickory Point Bank & Trust
UNCHANGED21721700%$74.5K$78.0K+$3.5K2026-10-01
Harbor Capital Advisors, Inc.
DECREASED207408-201-49%$140.0K$74-$139.9K2026-10-22
RHL Group, LLC
INCREASED20388+115+131%$30.2K$73.0K+$42.8K2026-11-04
Nova Financial LLC
NEW201—+201——$72.2K—2026-11-04
Catherine Avery Investment Management LLC
UNCHANGED19719700%$67.6K$70.8K+$3.2K2026-10-14
Retirement Wealth Solutions LLC
INCREASED19638+158+416%$13.0K$70.4K+$57.4K2026-10-07
Marquette Asset Management, LLC
INCREASED190148+42+28%$50.8K$68.3K+$17.5K2026-10-09
Vima LLC
INCREASED189188+1+1%$64.6K$67.8K+$3.2K2026-10-23
Navigoe, LLC
UNCHANGED18818800%$64.0K$67-$63.9K2026-11-04
Access Investment Management LLC
UNCHANGED17817800%$61.1K$64.0K+$2.9K2026-10-23
CKW Financial Group
INCREASED168112+56+50%$39$60+$212026-10-29
Tounjian Advisory Partners, LLC
DECREASED168188-20-11%$64.5K$60.3K-$4.2K2026-11-04
Moisand Fitzgerald Tamayo, LLC
INCREASED164128+36+28%$43.9K$58.9K+$15.0K2026-10-15
Eukles Asset Management
UNCHANGED16416400%$56.3K$58.9K+$2.7K2026-11-04
Beutel, Goodman & Co Ltd.
UNCHANGED15715700%$53$56+$32026-11-04
Accordant Advisory Group Inc
UNCHANGED15515500%$53.2K$55.7K+$2.5K2026-10-29
Foresight Capital Management Advisors, Inc.
NEW153—+153——$55.0K—2026-10-27
KFG LLC
NEW150—+150——$53.9K—2026-11-02
Beacon Financial Strategies Corp
UNCHANGED15015000%$51.5K$53.9K+$2.4K2026-10-14
West Financial Advisors, LLC
UNCHANGED14514500%$49.7K$52.1K+$2.4K2026-10-22
Key Capital Management, Inc
INCREASED143122+21+17%$41.9K$51.4K+$9.5K2026-11-03
Trellis Wealth Advisors LLC
NEW132—+132——$47.4K—2026-10-19
Paladin Partners, LLC
UNCHANGED12412400%$42.5K$44.6K+$2.0K2026-10-06
Midwest Capital Advisors, LLC
UNCHANGED12412400%$42.5K$44.6K+$2.0K2026-11-04
Mountain Hill Investment Partners Corp.
UNCHANGED12012000%$41.2K$43.1K+$1.9K2026-10-23
Planning Strategies Inc.
INCREASED11096+14+15%$32.9K$39.5K+$6.6K2026-10-02
Aventus Investment Advisors, Inc.
UNCHANGED11011000%$37.7K$39.5K+$1.8K2026-10-09
Advantage Trust Co
UNCHANGED10810800%$37.1K$38.8K+$1.8K2026-10-19
DecisionPoint Financial, LLC
INCREASED10626+80+308%$9.1K$38.1K+$29.0K2026-10-27
Old Second National Bank of Aurora
UNCHANGED10310300%$35.3K$37.0K+$1.7K2026-10-22
Sima Wealth Partners, LLC
UNCHANGED10010000%$34.3K$35.9K+$1.6K2026-10-19
Cdkv Holdings LLC
UNCHANGED10010000%$34.3K$35.9K+$1.6K2026-10-28
Portfolio Resources Advisor Group, Inc.
NEW97—+97——$34.9K—2026-10-20
Essex Investment Management Co LLC
UNCHANGED929200%$31.6K$33.1K+$1.5K2026-10-19
Sellwood Investment Partners LLC
UNCHANGED919100%$31.2K$32.7K+$1.5K2026-11-03
Dorato Capital Management
UNCHANGED909000%$31.4K$33.5K+$2.1K2026-10-08
Curat Global, LLC
UNCHANGED909000%$27.2K$32.3K+$5.1K2026-10-26
Friedenthal Financial
NEW89—+89——$32.0K—2026-10-27
Lloyd Advisory Services, Llc.
DECREASED8696-10-10%$33.0K$30.9K-$2.1K2026-11-02
Fairman Group, LLC
INCREASED8474+10+14%$25.2K$30.0K+$4.8K2026-10-26
Bradley & Co. Private Wealth Management, LLC
UNCHANGED848400%$28.8K$30.2K+$1.4K2026-10-23
Harbor Asset Planning, Inc.
UNCHANGED818100%$27.9K$29.2K+$1.3K2026-10-23
Carolina Wealth Advisors, LLC
INCREASED7671+5+7%$24.4K$27.3K+$3.0K2026-10-23
John Boyer, Inc.
NEW75—+75——$27.1K—2026-10-27
Sunrise Financial Services, LLC
UNCHANGED686800%$23.3K$24.4K+$1.1K2026-10-21
Cranbrook Wealth Management, LLC
INCREASED6640+26+65%$13.7K$23.7K+$10.0K2026-10-28
Torren Management, LLC
UNCHANGED666600%$22.7K$23.8K+$1.1K2026-10-29
WestEnd Advisors, LLC
DECREASED63107-44-41%$36.7K$22.5K-$14.2K2026-10-27
Evolution Wealth Management Inc.
DECREASED61318-257-81%$109.1K$21.9K-$87.2K2026-10-28
Virginia Estate & Retirement Planning Advisors Inc.
UNCHANGED565600%$19.2K$20.1K+$9092026-10-14
Monetary Solutions, Ltd
INCREASED5452+2+4%$17.8K$19.4K+$1.6K2026-10-22
Quaker Wealth Management, LLC
UNCHANGED545400%$18.5K$19.4K+$8772026-10-22
Reap Financial Group, LLC
UNCHANGED505000%$17.2K$18.1K+$8472026-11-02
MilWealth Group LLC
UNCHANGED484800%$16.5K$17.2K+$7792026-11-02
MJT & Associates Financial Advisory Group, Inc.
INCREASED4742+5+12%$14.4K$16.9K+$2.5K2026-10-07
Hoertkorn Richard Charles
UNCHANGED464600%$15.8K$16.5K+$7472026-11-04
Prudent Man Investment Management, Inc.
DECREASED4063-23-37%$22.1K$14.5K-$7.6K2026-11-03
McCarley & Cook Financial Planners
UNCHANGED404000%$13.7K$14.4K+$6492026-10-21
PayPay Securities Corp
UNCHANGED363600%$12.4K$12.9K+$5852026-10-27
Signature Resources Capital Management, LLC
DECREASED3256-24-43%$19.2K$11.5K-$7.7K2026-10-16
Breakwater Investment Management
INCREASED3216+16+100%$5.5K$11.5K+$6.0K2026-10-20
Richardson Capital Management LLC
UNCHANGED323200%$11.0K$11.5K+$5202026-10-23
NorthAvenue LLC
UNCHANGED303000%$10.3K$10.8K+$4872026-10-29
Morton Brown Family Wealth, LLC
DECREASED2931-2-6%$10.6K$10.4K-$2152026-10-23
SRH Advisors, LLC
UNCHANGED282800%$9.6K$10.1K+$4542026-10-22
Fiduciary Advisors, Inc.
INCREASED2710+17+170%$3.4K$9.7K+$6.3K2026-10-16
Montgomery Financial Services LLC
UNCHANGED252500%$8.6K$9.0K+$4062026-11-03
Steph & Co
UNCHANGED242400%$8.2K$8.6K+$3902026-10-07
Granite FO LLC
UNCHANGED232300%$7.9K$8.3K+$3742026-10-14
POM Investment Strategies, LLC
DECREASED2225-3-12%$8.6K$7.9K-$6672026-10-20
Contravisory Investment Management, Inc.
INCREASED198+11+138%$2.7K$6.8K+$4.1K2026-10-13
Team Financial Group, LLC
NEW17—+17——$6.2K—2026-10-30
Bernzott Capital Advisors
NEW17—+17——$6.1K—2026-10-29
Advocate Investing Services LLC
UNCHANGED161600%$5.5K$5.7K+$2602026-10-26
Nvest Wealth Strategies, Inc.
DECREASED1235-23-66%$12.0K$4.3K-$7.7K2026-10-14
Decker Retirement Planning Inc.
UNCHANGED101000%$3.4K$3.6K+$1622026-10-19
Marshall & Sterling Wealth Advisors Inc.
NEW9—+9——$3.2K—2026-10-28
Rachor Investment Advisory Services, LLC
UNCHANGED7700%$2.4K$2.5K+$1142026-10-29
Capital CS Group, LLC
NEW6—+6——$2.2K—2026-10-29
Caitong International Asset Management Co., Ltd
DECREASED5899-894-99%$308.4K$1.8K-$306.6K2026-10-29
Fairway Wealth LLC
DECREASED510-5-50%$3.4K$1.8K-$1.6K2026-10-30
Networth Advisors, LLC
UNCHANGED4400%$1.4K$1.4K+$682026-11-03
Miller Wealth Advisors, LLC
UNCHANGED2200%$686$719+$332026-11-02
Imc-Chicago, LLC
CLOSED035,518-35,518-100%$12.2M$0-$12.2M2026-11-05
Two Creeks Capital Management, LP
CLOSED021,377-21,377-100%$7.3M$0-$7.3M2026-10-08
Wellington Shields & Co., LLC
CLOSED012,418-12,418-100%$4.3M$0-$4.3M2026-11-03
Econ Financial Services Corp
CLOSED09,462-9,462-100%$3.2M$0-$3.2M2026-10-19
Wellington Shields Capital Management, LLC
CLOSED08,860-8,860-100%$3.0M$0-$3.0M2026-11-03
Machina Capital S.A.S.
CLOSED06,169-6,169-100%$2.1M$0-$2.1M2026-11-05
Y-Intercept (Hong Kong) Ltd
CLOSED05,484-5,484-100%$1.9M$0-$1.9M2026-10-16
Kapitalo Investimentos Ltda
CLOSED04,952-4,952-100%$1.7M$0-$1.7M2026-10-20
111 Capital
CLOSED03,802-3,802-100%$1.3M$0-$1.3M2026-11-03
FNY Investment Advisers, LLC
CLOSED02,863-2,863-100%$982$0-$9822026-10-16
Hofer & Associates. Inc
CLOSED02,518-2,518-100%$864.1K$0-$864.1K2026-10-13
Tuttle Capital Management, LLC
CLOSED02,175-2,175-100%$746.2K$0-$746.2K2026-10-21
Counterpoint Mutual Funds LLC
CLOSED01,870-1,870-100%$641.6K$0-$641.6K2026-10-16
Unify Financial Advisors
CLOSED01,567-1,567-100%$537.6K$0-$537.6K2026-11-03
Newport Capital Group, LLC
CLOSED01,354-1,354-100%$464.5K$0-$464.5K2026-10-16
Sagace Wealth Management LLC
CLOSED01,352-1,352-100%$463.9K$0-$463.9K2026-10-28
Scarborough Advisors, LLC
CLOSED01,304-1,304-100%$420.5K$0-$420.5K2026-10-16
CogentBlue Wealth Advisors, LLC
CLOSED01,253-1,253-100%$429.9K$0-$429.9K2026-10-09
MKT Advisors LLC
CLOSED0939-939-100%$330.6K$0-$330.6K2026-10-20
AdviceOne Advisory Services, LLC
CLOSED0864-864-100%$296.5K$0-$296.5K2026-10-19
Raub Brock Capital Management LP
CLOSED0855-855-100%$293.5K$0-$293.5K2026-10-21
Vermillion Wealth Management, Inc.
CLOSED0829-829-100%$284.4K$0-$284.4K2026-10-26
Arlington Partners LLC
CLOSED0806-806-100%$276.5K$0-$276.5K2026-10-20
B.O.S.S. Retirement Advisors, LLC
CLOSED0774-774-100%$265.5K$0-$265.5K2026-10-26
Meridian Investment Counsel Inc.
CLOSED0751-751-100%$257.7K$0-$257.7K2026-10-14
Dynamic Financial Group
CLOSED0727-727-100%$249.4K$0-$249.4K2026-10-28
Commons Capital, LLC
CLOSED0659-659-100%$226.1K$0-$226.1K2026-11-05
Provident Wealth Management, LLC
CLOSED0634-634-100%$217.5K$0-$217.5K2026-10-20
Summit Financial Strategies, Inc.
CLOSED0599-599-100%$205.6K$0-$205.6K2026-10-14
Element Pointe Advisors, LLC
CLOSED0594-594-100%$203.8K$0-$203.8K2026-10-21
Verus Wealth Management, LLC
CLOSED0588-588-100%$201.7K$0-$201.7K2026-10-13
Ramsey Quantitative Systems
CLOSED0500-500-100%$171.5K$0-$171.5K2026-10-22
Gill Capital Partners, LLC
CLOSED0339-339-100%$116.4K$0-$116.4K2026-10-13
Midway Capital Research & Management
CLOSED0305-305-100%$104.6K$0-$104.6K2026-10-20
Spectrum Wealth Advisory Group, LLC
CLOSED0199-199-100%$68.3K$0-$68.3K2026-10-29
Robinswood Financial LLC
CLOSED0116-116-100%$40.0K$0-$40.0K2026-10-20
Whipplewood Advisors, LLC
CLOSED0115-115-100%$39.5K$0-$39.5K2026-10-20
Bullseye Investment Management, LLC
CLOSED060-60-100%$20.6K$0-$20.6K2026-10-29
Stone House Investment Management, LLC
CLOSED031-31-100%$10.6K$0-$10.6K2026-10-23
Intact Investment Management Inc.
CLOSED000—$0$0$02026-11-03
Prairie Wealth Advisors, Inc.
UNCHANGED000—$4.0M$4.5M+$520.9K2026-10-29
BlackRock, Inc.
N/A—137,669,061-137,669,061-100%$47.2B———
Vanguard Capital Management LLC
N/A—106,150,500-106,150,500-100%$36.4B———
State Street Corp
N/A—82,872,209-82,872,209-100%$28.4B———
Morgan Stanley
N/A—45,960,354-45,960,354-100%$15.8B———
Geode Capital Management, LLC
N/A—45,285,275-45,285,275-100%$15.5B———
FMR LLC
N/A—42,929,995-42,929,995-100%$14.7B———
Vanguard Portfolio Management LLC
N/A—36,844,619-36,844,619-100%$12.6B———
Price T Rowe Associates Inc
N/A—35,472,043-35,472,043-100%$12.2B———
TCI Fund Management LtdA
N/A—30,494,133-30,494,133-100%$10.5B———
Capital World Investors
N/A—28,269,307-28,269,307-100%$9.7B———
Capital International Investors
N/A—24,443,349-24,443,349-100%$8.4B———
Bank of America Corp
N/A—23,172,097-23,172,097-100%$8.0B———
Alliancebernstein L.P.
N/A—17,606,937-17,606,937-100%$5.3B———
Northern Trust Corp
N/A—17,462,827-17,462,827-100%$6.0B———
Norges Bank
N/A—16,215,161-16,215,161-100%$5.6B———
Goldman Sachs Group Inc
N/A—15,837,579-15,837,579-100%$5.4B———
UBS Asset Management Americas LLC
N/A—15,720,068-15,720,068-100%$5.4B———
Charles Schwab Investment Management Inc
N/A—14,503,812-14,503,812-100%$5.0B———
Wells Fargo & Company
N/A—13,864,137-13,864,137-100%$4.8B———
JPMorgan Chase & Co
N/A—13,151,058-13,151,058-100%$4.5B———
UBS Group AG
N/A—12,696,659-12,696,659-100%$4.4B———
Royal Bank of Canada
N/A—12,404,729-12,404,729-100%$4.3B———
Ameriprise Financial Inc
N/A—12,349,842-12,349,842-100%$4.2B———
Legal & General Group Plc
N/A—11,896,313-11,896,313-100%$4.1B———
Barclays PLC
N/A—10,730,363-10,730,363-100%$3.7B———
Franklin Resources Inc
N/A—10,486,449-10,486,449-100%$3.6B———
Invesco Ltd.
N/A—9,958,366-9,958,366-100%$3.4B———
Wellington Management Group LLP
N/A—9,863,282-9,863,282-100%$3.4B———
Vanguard Fiduciary Trust Co
N/A—9,535,367-9,535,367-100%$3.3B———
Loomis Sayles & Co L P
N/A—9,110,773-9,110,773-100%$3.1B———
Deutsche Bank Ag\
N/A—8,889,958-8,889,958-100%$3.1B———
Amundi
N/A—7,714,919-7,714,919-100%$2.6B———
Fisher Asset Management, LLC
N/A—7,649,303-7,649,303-100%$2.6B———
Schroder Investment Management Group
N/A—7,633,949-7,633,949-100%$2.6B———
Nuveen, LLC
N/A—7,238,366-7,238,366-100%$2.5B———
Brown Advisory Inc
N/A—7,101,455-7,101,455-100%$2.4B———
Jennison Associates LLC
N/A—6,931,833-6,931,833-100%$2.4B———
HSBC Holdings PLC
N/A—6,844,824-6,844,824-100%$2.3B———
Clearbridge Investments, LLC
N/A—6,456,710-6,456,710-100%$2.2B———
Viking Global Investors LP
N/A—6,393,604-6,393,604-100%$2.2B———
Raymond James Financial Inc
N/A—5,518,170-5,518,170-100%$1.9B———
Dodge & COX
N/A—5,417,326-5,417,326-100%$1.9B———
Bank of Montreal
N/A—5,072,479-5,072,479-100%$1.7B———
Swiss National Bank
N/A—4,741,440-4,741,440-100%$1.6B———
Primecap Management Co
N/A—4,268,491-4,268,491-100%$1.5B———
Victory Capital Management Inc
N/A—4,253,298-4,253,298-100%$1.5B———
Jupiter Topco LLC
N/A—4,183,906-4,183,906-100%$1.4B———
Capital Research Global Investors
N/A—4,077,194-4,077,194-100%$1.4B———
Envestnet Asset Management Inc
N/A—3,920,611-3,920,611-100%$1.3B———
Massachusetts Financial Services Co
N/A—3,743,063-3,743,063-100%$2.5B———
DnB Asset Management AS
N/A—3,607,126-3,607,126-100%$1.2B———
Vanguard Global Advisers, LLC
N/A—3,580,028-3,580,028-100%$1.2B———
National Pension Service
N/A—3,456,128-3,456,128-100%$1.2B———
BNP Paribas Financial Markets
N/A—3,347,005-3,347,005-100%$1.1B———
T. Rowe Price Investment Management, Inc.
N/A—3,342,886-3,342,886-100%$1.1B———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—3,318,194-3,318,194-100%$1.1B———
Soroban Capital Partners LP
N/A—3,289,580-3,289,580-100%$1.1B———
Pershing Square Inc.
N/A—3,270,470-3,270,470-100%$1.1B———
Vanguard Asset Management, Ltd
N/A—3,233,520-3,233,520-100%$1.1B———
Stifel Financial Corp
N/A—3,173,435-3,173,435-100%$1.1B———
1832 Asset Management L.P.
N/A—3,146,348-3,146,348-100%$1.1B———
Rathbones Group PLC
N/A—3,133,700-3,133,700-100%$1.1B———
Rhumbline Advisers
N/A—3,080,395-3,080,395-100%$1.1B———
California Public Employees Retirement System
N/A—3,071,081-3,071,081-100%$1.1B———
Neuberger Berman Group LLC
N/A—3,000,800-3,000,800-100%$1.0B———
LPL Financial LLC
N/A—2,996,401-2,996,401-100%$1.0B———
Starlite Capital Inc
N/A—2,990,876-2,990,876-100%$1.1B———
Fayez Sarofim & Co
N/A—2,969,149-2,969,149-100%$1.0B———
CIBC Bancorp USA Inc.
N/A—2,943,788-2,943,788-100%$1.0B———
Natixis Advisors, LLC
N/A—2,779,790-2,779,790-100%$953.7M———
PNC Financial Services Group, Inc.
N/A—2,676,476-2,676,476-100%$918.3M———
D. E. Shaw & Co., Inc.
N/A—2,582,817-2,582,817-100%$886.1M———
California State Teachers Retirement System
N/A—2,562,944-2,562,944-100%$879.3M———
Royal London Asset Management LTD
N/A—2,550,065-2,550,065-100%$874.9M———
Lazard Asset Management LLC
N/A—2,475,339-2,475,339-100%$849.3M———
Boston Partners
N/A—2,467,765-2,467,765-100%$848.3M———
Nordea Investment Management AB
N/A—2,419,503-2,419,503-100%$828.5M———
Wellcome Trust LTD (the) as trustee of the Wellcome Trust
N/A—2,400,000-2,400,000-100%$823.4M———
BNP Paribas Asset Management Holding S.A.
N/A—2,381,223-2,381,223-100%$817.0M———
Sands Capital Management, LLC
N/A—2,377,099-2,377,099-100%$815.6M———
Manufacturers Life Insurance Company, the
N/A—2,343,195-2,343,195-100%$803.9M———
ValueAct Holdings, L.P.A
N/A—2,316,250-2,316,250-100%$794.7M———
TD Asset Management Inc
N/A—2,251,536-2,251,536-100%$772.5M———
Jones Financial Companies Lllp
N/A—2,229,928-2,229,928-100%$750.6M———
Aviva PLC
N/A—2,177,568-2,177,568-100%$747.1M———
Russell Investments Group, Ltd.
N/A—2,159,245-2,159,245-100%$740.4M———
WCM Investment Management, LLC
N/A—2,122,570-2,122,570-100%$725.2M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—2,090,099-2,090,099-100%$716.4M———
First Trust Advisors LP
N/A—2,025,535-2,025,535-100%$694.9M———
Fundsmith LLP
N/A—2,019,810-2,019,810-100%$693.0M———
Holocene Advisors, LP
N/A—1,948,740-1,948,740-100%$668.6M———
SEI Investments Co
N/A—1,908,127-1,908,127-100%$654.7M———
New York State Common Retirement Fund
N/A—1,886,718-1,886,718-100%$647.3M———
AQR Capital Management LLC
N/A—1,870,589-1,870,589-100%$640.3M———
Bessemer Group Inc
N/A—1,865,696-1,865,696-100%$640.1M———
Blair William & Co
N/A—1,841,604-1,841,604-100%$631.8M———
Capital Wealth Planning, LLC
N/A—1,836,280-1,836,280-100%$630.0M———
Polen Capital Management LLC
N/A—1,805,617-1,805,617-100%$619.5M———
Storebrand Asset Management AS
N/A—1,792,907-1,792,907-100%$615.1M———
SG Americas Securities, LLC
N/A—1,751,830-1,751,830-100%$601.0M———
Danske Bank A/S
N/A—1,742,585-1,742,585-100%$597.9M———
Focus Partners Wealth
N/A—1,730,615-1,730,615-100%$593.8M———
Mawer Investment Management Ltd.
N/A—1,730,185-1,730,185-100%$593.6M———
Canada Pension Plan Investment Board
N/A—1,718,240-1,718,240-100%$589.5M———
First Manhattan Co. Llc.
N/A—1,682,548-1,682,548-100%$577.3M———
W1m Asset Management Ltd
N/A—1,607,924-1,607,924-100%$550.9M———
APG Asset Management N.V.
N/A—1,604,485-1,604,485-100%$481.5M———
Edgewood Management LLC
N/A—1,588,921-1,588,921-100%$545.1M———
Life Cycle Investment Partners Ltd
N/A—1,554,682-1,554,682-100%$533.4M———
Generation Investment Management LLP
N/A—1,526,992-1,526,992-100%$523.9M———
Aberdeen Group plc
N/A—1,523,008-1,523,008-100%$522.5M———
Nomura Asset Management International Inc.
N/A—1,519,492-1,519,492-100%$521.3M———
Scotia Capital Inc.
N/A—1,508,398-1,508,398-100%$517.6M———
HighTower Advisors, LLC
N/A—1,483,966-1,483,966-100%$509.1M———
Winslow Capital Management, LLC
N/A—1,472,227-1,472,227-100%$505.1M———
Alkeon Capital Management LLC
N/A—1,468,618-1,468,618-100%$503.9M———
Adage Capital Partners GP, L.L.C.
N/A—1,466,020-1,466,020-100%$503.0M———
Canada Life Assurance Co
N/A—1,445,412-1,445,412-100%$494.5M———
Voya Investment Management LLC
N/A—1,437,297-1,437,297-100%$491.9M———
State Board of Administration of Florida Retirement System
N/A—1,409,463-1,409,463-100%$483.6M———
Rockefeller Capital Management L.P.
N/A—1,393,950-1,393,950-100%$478.3M———
Skye Global Management LP
N/A—1,391,718-1,391,718-100%$477.5M———
Jane Street Group, LLC
N/A—1,391,300-1,391,300-100%$477.3M———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—1,346,283-1,346,283-100%$461.9M———
Chevy Chase Trust Holdings, LLC
N/A—1,338,826-1,338,826-100%$459.3M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—1,336,266-1,336,266-100%$458.5M———
Eurizon Capital SGR S.p.A.
N/A—1,283,733-1,283,733-100%$440.2M———
Allianz Asset Management GmbH
N/A—1,258,240-1,258,240-100%$431.7M———
Prudential Financial Inc
N/A—1,220,502-1,220,502-100%$418.7M———
Quantinno Capital Management LP
N/A—1,202,681-1,202,681-100%$412.6M———
Cerity Partners LLC
N/A—1,173,343-1,173,343-100%$402.6M———
State Farm Mutual Automobile Insurance Co
N/A—1,158,711-1,158,711-100%$397.5M———
Baird Financial Group, Inc.
N/A—1,151,707-1,151,707-100%$395.1M———
Mitsubishi UFJ Trust & Banking Corp
N/A—1,150,234-1,150,234-100%$394.6M———
Akre Capital Management LLC
N/A—1,110,881-1,110,881-100%$381.1M———
Public Employees Retirement Association of Colorado
N/A—1,086,194-1,086,194-100%$372.7M———
Man Group plc
N/A—1,079,526-1,079,526-100%$370.4M———
Mariner, LLC
N/A—1,055,840-1,055,840-100%$362.2M———
PFA Pension, Forsikringsaktieselskab
N/A—1,038,666-1,038,666-100%$356.4M———
Select Equity Group, L.P.
N/A—1,037,159-1,037,159-100%$355.8M———
Marshfield Associates
N/A—1,034,433-1,034,433-100%$354.9M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—1,030,032-1,030,032-100%$353.4M———
Public Sector Pension Investment Board
N/A—1,010,873-1,010,873-100%$346.8M———
Korea Investment Corp
N/A—1,001,398-1,001,398-100%$343.6M———
AKO Capital LLP
N/A—985,126-985,126-100%$338.0M———
USS Investment Management Ltd
N/A—974,591-974,591-100%$334.0M———
Unisphere Establishment
N/A—960,000-960,000-100%$329.4M———
Kensico Capital Management Corp
N/A—946,600-946,600-100%$324.8M———
Comgest Global Investors S.A.S.
N/A—922,397-922,397-100%$316.5M———
CIBC World Market Inc.
N/A—921,703-921,703-100%$316.2M———
State of Wisconsin Investment Board
N/A—896,404-896,404-100%$307.5M———
Treasurer of the State of North Carolina
N/A—887,627-887,627-100%$304.5M———
Foxhaven Asset Management, LP
N/A—864,596-864,596-100%$296.6M———
Vanguard Investments Australia, Ltd.
N/A—857,035-857,035-100%$294.0M———
Nykredit A/S
N/A—855,954-855,954-100%$293.7M———
Janney Montgomery Scott LLC
N/A—853,450-853,450-100%$292.8M———
Mairs & Power Inc
N/A—852,050-852,050-100%$292.3M———
VAN Lanschot Kempen Investment Management N.V.
N/A—849,805-849,805-100%$291.6M———
Cetera Investment Advisers
N/A—847,478-847,478-100%$290.8M———
Captrust Financial Advisors
N/A—839,642-839,642-100%$288.1M———
Altarock Partners LP
N/A—836,470-836,470-100%$287.0M———
KLP Kapitalforvaltning AS
N/A—828,882-828,882-100%$284.4M———
Longview Partners (Guernsey) LTD
N/A—817,595-817,595-100%$280.5M———
Point72 Asset Management, L.P.
N/A—812,942-812,942-100%$278.9M———
Nomura Asset Management Co LTD
N/A—804,446-804,446-100%$276.0M———
Susquehanna International Group, LLP
N/A—802,260-802,260-100%$275.2M———
FIL Ltd
N/A—801,631-801,631-100%$275.0M———
Consulta Ltd
N/A—800,000-800,000-100%$274.5M———
Avantyr Capital Partners, LP
N/A—798,902-798,902-100%$274.1M———
Tiger Global Management LLC
N/A—798,697-798,697-100%$274.0M———
Lansforsakringar Fondforvaltning AB (publ)
N/A—797,518-797,518-100%$273.6M———
Citadel Advisors LLC
N/A—784,375-784,375-100%$269.1M———
American Century Companies Inc
N/A—779,276-779,276-100%$267.4M———
Westfield Capital Management Co LP
N/A—762,403-762,403-100%$261.6M———
NewEdge Advisors, LLC
N/A—760,691-760,691-100%$261.0M———
Maverick Capital LTD
N/A—752,252-752,252-100%$258.1M———
LBP AM SA
N/A—744,671-744,671-100%$255.5M———
Capital Counsel LLC
N/A—727,439-727,439-100%$249.6M———
Anomaly Capital Management, LP
N/A—717,707-717,707-100%$246.2M———
Harris Associates L P
N/A—711,659-711,659-100%$244.2M———
Millennium Management LLC
N/A—707,768-707,768-100%$242.8M———
Osaic Holdings, Inc.
N/A—707,677-707,677-100%$243.0M———
Baupost Group LLC
N/A—701,355-701,355-100%$240.6M———
National Bank of Canada
N/A—687,438-687,438-100%$235.5M———
Commerce Bank
N/A—684,312-684,312-100%$234.8M———
Fundsmith Investment Services Ltd.
N/A—680,492-680,492-100%$233.5M———
Resona Asset Management Co.,Ltd.
N/A—674,304-674,304-100%$231.1M———
Public Employees Retirement System of Ohio
N/A—661,989-661,989-100%$227.1M———
Federation des caisses Desjardins du Quebec
N/A—655,623-655,623-100%$224.9M———
Teacher Retirement System of Texas
N/A—650,316-650,316-100%$223.1M———
Handelsbanken Fonder AB
N/A—649,345-649,345-100%$222.8K———
Erste Asset Management GmbH
N/A—649,134-649,134-100%$219.6M———
Toronto Dominion Bank
N/A—637,166-637,166-100%$218.6M———
Jupiter Asset Management LTD
N/A—632,706-632,706-100%$215.2M———
Railway Pension Investments Ltd
N/A—628,679-628,679-100%$215.7M———
Manning & Napier Advisors LLC
N/A—615,756-615,756-100%$211.3M———
State of Tennessee, Department of Treasury
N/A—613,770-613,770-100%$210.6M———
Northwestern Mutual Wealth Management Co
N/A—611,908-611,908-100%$209.9M———
Credit Agricole S A
N/A—592,502-592,502-100%$203.3M———
SurgoCap Partners LP
N/A—564,207-564,207-100%$193.6M———
Tredje Ap-fonden
N/A—557,405-557,405-100%$191.2M———
Stockbridge Partners LLC
N/A—557,138-557,138-100%$191.1M———
Huntington National Bank
N/A—556,011-556,011-100%$190.8M———
DF Dent & Co Inc
N/A—554,092-554,092-100%$190.1M———
TCW Group Inc
N/A—546,556-546,556-100%$187.5M———
Capital International, Inc.
N/A—537,830-537,830-100%$184.5M———
CI Investments Inc.
N/A—524,040-524,040-100%$179.8M———
BLS Capital Fondsmaeglerselskab A/S
N/A—522,552-522,552-100%$179.3M———
Artisan Partners Limited Partnership
N/A—517,659-517,659-100%$177.6M———
ABN Amro Bank N.V.
N/A—510,192-510,192-100%$174.8M———
Commerzbank Aktiengesellschaft
N/A—509,225-509,225-100%$174.7M———
Evelyn Partners Group Ltd
N/A—509,067-509,067-100%$174.7M———
Vinva Investment Management Ltd
N/A—493,943-493,943-100%$168.8M———
Rafferty Asset Management, LLC
N/A—483,477-483,477-100%$165.9M———
Banque Transatlantique SA
N/A—480,885-480,885-100%$164.6M———
Hengistbury Investment Partners LLP
N/A—475,021-475,021-100%$163.0M———
Liontrust Investment Partners LLP
N/A—474,452-474,452-100%$162.8M———
MML Investors Services, LLC
N/A—474,388-474,388-100%$162.8M———
Alberta Investment Management Corp
N/A—473,000-473,000-100%$162.3M———
Groupe la Francaise
N/A—470,563-470,563-100%$161.1M———
Vulcan Value Partners, LLC
N/A—463,268-463,268-100%$158.9M———
Valley Forge Capital Management, LP
N/A—462,978-462,978-100%$158.8M———
Junto Capital Management LP
N/A—461,921-461,921-100%$158.5M———
O'shaughnessy Asset Management, LLC
N/A—456,758-456,758-100%$156.7M———
Van Eck Associates Corp
N/A—454,297-454,297-100%$155.9M———
Whittier Trust Co
N/A—451,402-451,402-100%$161.3M———
Johnson Investment Counsel Inc
N/A—450,119-450,119-100%$154.4M———
Epoch Investment Partners, Inc.
N/A—447,275-447,275-100%$153.5M———
MetLife Investment Management, LLC
N/A—444,424-444,424-100%$152.5M———
Employees Retirement System of Texas
N/A—440,354-440,354-100%$151.1M———
Diamond Hill Capital Management, LLC (Investment Advisor)
N/A—437,724-437,724-100%$150.2M———
Summitry LLC
N/A—435,853-435,853-100%$149.5M———
&partners
N/A—434,725-434,725-100%$149.2M———
Vident Advisory, LLC
N/A—432,713-432,713-100%$148.5M———
Acadian Asset Management LLC
N/A—428,844-428,844-100%$147.1M———
Fernbridge Capital Management LP
N/A—413,310-413,310-100%$141.8M———
Bridges Investment Management Inc
N/A—405,537-405,537-100%$139.1M———
MAI Capital Management
N/A—404,286-404,286-100%$138.7M———
Dixon Mitchell Investment Counsel Inc.
N/A—401,205-401,205-100%$137.8M———
Hudson Bay Capital Management LP
N/A—391,180-391,180-100%$134.2M———
Giverny Capital Inc.
N/A—389,900-389,900-100%$133.8M———
Madison Asset Management, LLC
N/A—382,662-382,662-100%$131.3M———
Mercer Global Advisors Inc
N/A—381,864-381,864-100%$131.0M———
Qube Research & Technologies Ltd
N/A—381,407-381,407-100%$130.9M———
Mediolanum International Funds Ltd
N/A—373,555-373,555-100%$127.6M———
Steward Partners Investment Advisory, LLC
N/A—370,512-370,512-100%$127.1M———
Fiera Capital Corp
N/A—367,662-367,662-100%$126.1M———
Woodline Partners LP
N/A—363,474-363,474-100%$124.7M———
Cornerstone Investment Partners, LLC
N/A—362,532-362,532-100%$124.4M———
Nissay Asset Management Corp N
N/A—361,918-361,918-100%$124.2M———
EP Wealth Advisors, LLC
N/A—359,913-359,913-100%$123.5M———
Squarepoint Ops LLC
N/A—355,304-355,304-100%$121.9M———
Vaughan Nelson Investment Management, L.P.
N/A—354,070-354,070-100%$121.5M———
Zurich Insurance Group Ltd
N/A—352,415-352,415-100%$120.9M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—343,572-343,572-100%$117.8M———
Tidal Investments LLC
N/A—340,138-340,138-100%$116.7M———
Nomura Holdings Inc
N/A—338,127-338,127-100%$116.0M———
Crawford Investment Counsel Inc
N/A—337,020-337,020-100%$115.6M———
Alfreton Capital LLP
N/A—336,000-336,000-100%$115.3M———
Scharf Investments, LLC
N/A—335,988-335,988-100%$115.3M———
Flputnam Investment Management Co
N/A—333,396-333,396-100%$114.4M———
Hudson Way Capital Management LLC
N/A—331,381-331,381-100%$113.7M———
AE Wealth Management LLC
N/A—330,772-330,772-100%$113.5M———
HRT Financial LP
N/A—326,822-326,822-100%$112.1M———
Palestra Capital Management LLC
N/A—324,572-324,572-100%$111.4M———
Davis Asset Management, L.P.
N/A—320,000-320,000-100%$109.8M———
L1 Capital International Pty Ltd
N/A—319,699-319,699-100%$109.7M———
Beacon Pointe Advisors, LLC
N/A—319,231-319,231-100%$109.5M———
Sanctuary Advisors, LLC
N/A—318,611-318,611-100%$109.3M———
Vanguard Personalized Indexing Management, LLC
N/A—316,085-316,085-100%$108.4M———
Senator Investment Group LP
N/A—315,788-315,788-100%$108.3M———
Glenmede Trust Co NA
N/A—315,173-315,173-100%$108.1M———
LGT Group Foundation
N/A—314,348-314,348-100%$107.8M———
QRG Capital Management, Inc.
N/A—310,501-310,501-100%$106.5M———
Pinnacle Financial Partners, Inc.
N/A—306,861-306,861-100%$105.3M———
Davis R M Inc
N/A—301,775-301,775-100%$103.5M———
Varma Mutual Pension Insurance Co
N/A—300,341-300,341-100%$103.0M———
Kayne Anderson Rudnick Investment Management LLC
N/A—299,747-299,747-100%$102.8M———
Bank of Nova Scotia
N/A—297,597-297,597-100%$102.1M———
Balyasny Asset Management L.P.
N/A—297,581-297,581-100%$102.1M———
Pathstone Holdings, LLC
N/A—295,647-295,647-100%$101.6M———
Aviso Financial Inc.
N/A—288,711-288,711-100%$99.1M———
Teachers Retirement System of the State of Kentucky
N/A—286,676-286,676-100%$98.4M———
Brown Brothers Harriman & Co
N/A—284,044-284,044-100%$97.5M———
United Capital Financial Advisors, LLC
N/A—283,047-283,047-100%$97.1M———
Ilmarinen Mutual Pension Insurance Co
N/A—278,077-278,077-100%$95.4M———
Sequoia Financial Advisors, LLC
N/A—277,453-277,453-100%$95.2M———
Gladstone Capital Management LLP
N/A—277,412-277,412-100%$95.2M———
BLI - Banque de Luxembourg Investments
N/A—276,590-276,590-100%$94.7M———
Silvant Capital Management LLC
N/A—275,048-275,048-100%$94.4M———
Migdal Insurance & Financial Holdings Ltd.
N/A—272,975-272,975-100%$93.7M———
Capital International Sarl
N/A—271,310-271,310-100%$93.1M———
Guggenheim Capital LLC
N/A—271,191-271,191-100%$93.0M———
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
N/A—268,638-268,638-100%$92.2M———
M&T Bank Corp
N/A—268,488-268,488-100%$92.1M———
Banco Santander, S.A.
N/A—265,743-265,743-100%$91.2M———
Weitz Investment Management, Inc.
N/A—265,330-265,330-100%$91.0M———
Harding Loevner LP
N/A—261,330-261,330-100%$89.7M———
London Co of Virginia
N/A—259,057-259,057-100%$88.9M———
Homestead Advisers Corp
N/A—257,446-257,446-100%$88.3M———
British Columbia Investment Management Corp
N/A—252,031-252,031-100%$86.5M———
Utah Retirement Systems
N/A—250,703-250,703-100%$86.0M———
Peapack Gladstone Financial Corp
N/A—250,198-250,198-100%$85.8M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—248,962-248,962-100%$85.4M———
Police & Firemen's Retirement System of New Jersey
N/A—247,782-247,782-100%$85.0M———
Norinchukin Bank, The
N/A—247,328-247,328-100%$84.9M———
Federated Hermes, Inc.
N/A—244,188-244,188-100%$83.8M———
NewEdge Wealth, LLC
N/A—241,478-241,478-100%$82.8M———
PBU - The Pension Fund of Early Childhood & Youth Educators
N/A—240,816-240,816-100%$82.6M———
Two Sigma Investments, LP
N/A—238,733-238,733-100%$81.9M———
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
N/A—237,134-237,134-100%$81.4M———
Aptus Capital Advisors, LLC
N/A—236,653-236,653-100%$81.2M———
Castleark Management LLC
N/A—236,166-236,166-100%$81.0M———
Pinebridge Investments LLC
N/A—236,110-236,110-100%$81.0M———
Curi Capital, LLC
N/A—235,473-235,473-100%$80.8M———
Pggm Investments
N/A—232,432-232,432-100%$79.7M———
Oddo BHF Asset Management SAS
N/A—226,061-226,061-100%$77.6M———
Tradewinds, Llc.
N/A—225,654-225,654-100%$8.8M———
Susquehanna Fundamental Investments, LLC
N/A—223,075-223,075-100%$76.5M———
Prudential PLC
N/A—222,582-222,582-100%$76.4M———
GCQ Funds Management PTY Ltd
N/A—221,954-221,954-100%$76.2M———
RWA Wealth Partners, LLC
N/A—221,234-221,234-100%$75.9M———
Panagora Asset Management Inc
N/A—220,967-220,967-100%$75.8M———
Waverly Advisors, LLC
N/A—215,041-215,041-100%$73.8M———
Macquarie Group LTD
N/A—212,540-212,540-100%$72.9M———
LOS Angeles Capital Management LLC
N/A—211,637-211,637-100%$72.6M———
Schonfeld Strategic Advisors LLC
N/A—211,408-211,408-100%$72.5M———
Whittier Trust Co of Nevada Inc
N/A—209,428-209,428-100%$73.8M———
Bowen Hanes & Co Inc
N/A—209,327-209,327-100%$63.3M———
CapitalatWork S.A.
N/A—209,157-209,157-100%$71.8M———
Cresset Asset Management, LLC
N/A—206,145-206,145-100%$70.7M———
BCV Asset Management Inc.
N/A—205,889-205,889-100%$70.5M———
Dundas Partners LLP
N/A—203,458-203,458-100%$69.8M———
HM Payson & Co
N/A—202,559-202,559-100%$69.5M———
Clal Insurance Enterprises Holdings Ltd
N/A—200,127-200,127-100%$68.7M———
Wealthfront Advisers LLC
N/A—199,654-199,654-100%$68.5M———
Stock Yards Bank & Trust Co
N/A—199,580-199,580-100%$68.5M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—198,613-198,613-100%$68.1M———
Meridiem Capital Partners LP
N/A—198,553-198,553-100%$68.1M———
Bowie Capital Management, LLC
N/A—198,480-198,480-100%$68.1M———
Elo Mutual Pension Insurance Co
N/A—197,827-197,827-100%$67.9M———
Andra Ap-fonden
N/A—196,174-196,174-100%$67.3M———
Gabelli Funds LLC
N/A—195,929-195,929-100%$67.2M———
IEQ Capital, LLC
N/A—195,446-195,446-100%$67.1M———
Advisors Asset Management, Inc.
N/A—195,291-195,291-100%$67.0M———
GFI Investment Counsel Ltd.
N/A—188,200-188,200-100%$64.6M———
Bristol Gate Capital Partners Inc.
N/A—187,072-187,072-100%$64.2M———
Blacksheep Fund Management Ltd
N/A—186,550-186,550-100%$64.0M———
Destination Wealth Management
N/A—186,535-186,535-100%$64.0M———
Allstate Corp
N/A—185,266-185,266-100%$63.6M———
LGT Fund Management Co Ltd.
N/A—185,235-185,235-100%$63.6M———
Caisse DES Depots ET Consignations
N/A—184,704-184,704-100%$63.4M———
Empowered Funds, LLC
N/A—184,441-184,441-100%$63.3M———
Snyder Capital Management L P
N/A—183,020-183,020-100%$62.8M———
Caisse de Depot ET Placement DU Quebec
N/A—181,592-181,592-100%$62.3M———
Canada Post Corp Registered Pension Plan
N/A—180,780-180,780-100%$62.0M———
Bamco Inc
N/A—180,071-180,071-100%$61.8M———
Nan Shan Life Insurance Co., Ltd.
N/A—179,254-179,254-100%$61.5M———
Investment Management Corp of Ontario
N/A—175,220-175,220-100%$60.1M———
Aureus Asset Management, LLC
N/A—172,597-172,597-100%$59.2M———
OFI Invest Asset Management
N/A—172,169-172,169-100%$52.3M———
Scopus Asset Management, L.P.
N/A—171,500-171,500-100%$58.8M———
Compass Capital Management, Inc
N/A—170,303-170,303-100%$58.4M———
BNP Paribas
N/A—169,724-169,724-100%$58.0M———
Voloridge Investment Management, LLC
N/A—169,102-169,102-100%$58.0M———
Marsico Capital Management LLC
N/A—168,701-168,701-100%$57.9M———
Milford Funds LTD
N/A—167,308-167,308-100%$57.4M———
HughesLittle Investment Management Ltd.
N/A—167,238-167,238-100%$57.4M———
Ironvine Capital Partners, LLC
N/A—166,436-166,436-100%$57.1M———
Lone Pine Capital LLC
N/A—165,960-165,960-100%$56.9M———
SouthState Bank Corp
N/A—162,785-162,785-100%$55.9M———
Segall Bryant & Hamill, LLC
N/A—162,749-162,749-100%$55.8M———
Silvercrest Asset Management Group LLC
N/A—162,039-162,039-100%$55.6M———
Tiaa Wealth Investment Management LLC
N/A—161,468-161,468-100%$55.4M———
Dakota Wealth Management
N/A—161,024-161,024-100%$55.2M———
Castle Hook Partners LP
N/A—160,386-160,386-100%$55.0M———
Arax Advisory Partners
N/A—157,055-157,055-100%$53.9M———
Maplelane Capital, LLC
N/A—157,000-157,000-100%$53.9M———
OAK Associates LTD
N/A—156,397-156,397-100%$53.7M———
Edmond de Rothschild Holding S.A.
N/A—154,908-154,908-100%$53.1M———
Venator Management LLC
N/A—154,760-154,760-100%$53.1M———
Avalon Trust Co
N/A—154,519-154,519-100%$53.0M———
Private Advisor Group, LLC
N/A—153,745-153,745-100%$52.7M———
Envestnet Portfolio Solutions, Inc.
N/A—153,432-153,432-100%$52.6M———
Aristotle Atlantic Partners, LLC
N/A—153,015-153,015-100%$52.5M———
Freestone Grove Partners LP
N/A—151,411-151,411-100%$51.9M———
Dock Street Asset Management Inc
N/A—149,430-149,430-100%$51.3M———
Arrowstreet Capital, Limited Partnership
N/A—149,247-149,247-100%$51.2M———
Wilkinson Global Asset Management LLC
N/A—148,758-148,758-100%$51.0M———
Allworth Financial LP
N/A—148,061-148,061-100%$50.8M———
Soma Equity Partners LP
N/A—145,955-145,955-100%$50.1M———
Capital Advisors Inc
N/A—145,943-145,943-100%$50.1M———
Polar Capital Holdings Plc
N/A—143,536-143,536-100%$49.2M———
NS Partners Ltd
N/A—143,029-143,029-100%$49.1M———
Pacer Advisors, Inc.
N/A—142,933-142,933-100%$49.0M———
Osterweis Capital Management Inc
N/A—142,213-142,213-100%$48.8M———
North Star Asset Management Inc
N/A—141,145-141,145-100%$48.4M———
Callan Family Office, LLC
N/A—141,136-141,136-100%$48.4M———
Omers Administration Corp
N/A—140,163-140,163-100%$48.1M———
UMB Bank, n.a.
N/A—140,088-140,088-100%$48.1M———
Peregrine Capital Management LLC
N/A—139,458-139,458-100%$47.8M———
Integrated Wealth Concepts LLC
N/A—139,246-139,246-100%$47.8M———
Fiduciary Trust Co
N/A—136,896-136,896-100%$47.0M———
Benjamin Edwards Inc
N/A—136,468-136,468-100%$46.8M———
First Long Island Investors, LLC
N/A—135,745-135,745-100%$46.6M———
Dana Investment Advisors, Inc.
N/A—135,405-135,405-100%$46.5M———
Cornerstone Capital, Inc.
N/A—133,400-133,400-100%$45.8M———
Gotham Asset Management, LLC
N/A—133,247-133,247-100%$45.7M———
Worldquant Millennium Advisors LLC
N/A—132,000-132,000-100%$45.3M———
Boston Family Office LLC
N/A—131,573-131,573-100%$45.1M———
Mizuho Securities USA LLC
N/A—129,936-129,936-100%$44.6M———
Savant Capital, LLC
N/A—128,235-128,235-100%$43.6M———
PAR Capital Management Inc
N/A—127,600-127,600-100%$43.8M———
Atlantic Union Bankshares Corp
N/A—127,191-127,191-100%$43.6M———
Northwest & Ethical Investments L.P.
N/A—127,005-127,005-100%$43.6M———
MAR Vista Investment Partners LLC
N/A—126,493-126,493-100%$43.4M———
Dnca Finance
N/A—125,200-125,200-100%$43.0M———
Banque Cantonale Vaudoise
N/A—124,080-124,080-100%$42.6M———
Fred Alger Management, LLC
N/A—124,068-124,068-100%$42.6M———
Trajan Wealth LLC
N/A—123,644-123,644-100%$42.4M———
Renaissance Technologies LLC
N/A—123,291-123,291-100%$42.3M———
Port Capital LLC
N/A—122,593-122,593-100%$42.1M———
Chilton Investment Co Inc.
N/A—122,518-122,518-100%$42.0M———
Thomasville National Bank
N/A—121,242-121,242-100%$41.6M———
Argent Trust Co
N/A—120,881-120,881-100%$41.5M———
Lakewood Capital Management, LP
N/A—120,578-120,578-100%$41.4M———
Ostrum Asset Management
N/A—120,532-120,532-100%$41.4M———
Mizuho Markets Americas LLC
N/A—120,030-120,030-100%$41.2M———
Rheos Capital Works Inc.
N/A—120,000-120,000-100%$41.2M———
Stephens Inc
N/A—119,952-119,952-100%$41.4M———
Capital International LTD
N/A—119,666-119,666-100%$41.1M———
Blackstone Inc.
N/A—118,345-118,345-100%$40.6M———
Voleon Capital Management LP
N/A—118,280-118,280-100%$40.6M———
Saudi Central Bank
N/A—117,677-117,677-100%$40.4M———
Orion Porfolio Solutions, LLC
N/A—117,521-117,521-100%$40.3M———
Daiichi Life Insurance Co., Ltd.
N/A—115,811-115,811-100%$39.7M———
Hamilton Capital Partners Inc.
N/A—114,196-114,196-100%$39.2M———
World Investment Advisors
N/A—110,108-110,108-100%$33.4M———
Hantz Financial Services, Inc.
N/A—108,877-108,877-100%$37.4M———
Baltimore-Washington Financial Advisors, Inc.
N/A—106,828-106,828-100%$36.7M———
Route One Investment Company, L.P.
N/A—106,700-106,700-100%$36.6M———
Anchor Investment Management, LLC
N/A—106,436-106,436-100%$36.5M———
Kentucky Retirement Systems
N/A—106,271-106,271-100%$36.5M———
Leith Wheeler Investment Counsel Ltd.
N/A—105,448-105,448-100%$36.2M———
Act Two Investors LLC
N/A—104,310-104,310-100%$35.8M———
Longaeva Partners L.P.
N/A—103,310-103,310-100%$35.4M———
KR Capital LP
N/A—103,034-103,034-100%$35.3M———
Martingale Asset Management L P
N/A—102,812-102,812-100%$35.3M———
Hikari Tsushin, Inc.
N/A—102,555-102,555-100%$35.2M———
Choate Investment Advisors
N/A—102,208-102,208-100%$35.1M———
Interval Partners, LP
N/A—100,464-100,464-100%$34.5M———
RiverFront Investment Group, LLC
N/A—100,324-100,324-100%$34.4M———
Lombard Odier Asset Management (Switzerland) SA
N/A—98,269-98,269-100%$33.7M———
Danica Pension, Livsforsikringsaktieselskab
N/A—97,426-97,426-100%$33.4M———
Night Owl Capital Management, LLC
N/A—96,957-96,957-100%$33.3M———
WCG Wealth Advisors LLC
N/A—96,608-96,608-100%$33.1M———
Zacks Investment Management
N/A—96,378-96,378-100%$33.1M———
Foundations Investment Advisors, LLC
N/A—96,153-96,153-100%$33.0M———
Equitable Holdings, Inc.
N/A—96,054-96,054-100%$33.0M———
Merit Financial Group, LLC
N/A—96,047-96,047-100%$33.0M———
South Dakota Investment Council
N/A—95,912-95,912-100%$32.9M———
Blue Chip Partners, LLC
N/A—95,571-95,571-100%$32.8M———
RBF Capital, LLC
N/A—95,000-95,000-100%$32.6M———
Renaissance Group LLC
N/A—94,170-94,170-100%$32.3M———
Manchester Global Management (UK) Ltd
N/A—92,913-92,913-100%$31.9M———
Metis Global Partners, LLC
N/A—92,814-92,814-100%$31.8M———
Allianz SE
N/A—92,547-92,547-100%$31.8M———
Regal Partners Ltd
N/A—92,000-92,000-100%$31.6M———
Laird Norton Wetherby Trust Company, LLC
N/A—91,532-91,532-100%$31.4M———
Makena Capital Management LLC
N/A—90,249-90,249-100%$31.0M———
Diversified Trust Co
N/A—90,119-90,119-100%$30.9M———
Axiom Investors LLC
N/A—89,593-89,593-100%$30.7M———
Wedgewood Partners Inc
N/A—89,188-89,188-100%$30.6M———
Alvarez & Marsal Private Wealth Partners, LLC
N/A—87,378-87,378-100%$30.0M———
Principal Securities, Inc.
N/A—87,371-87,371-100%$30.0M———
Gardner Russo & Quinn LLC
N/A—87,256-87,256-100%$29.9M———
Snowden Capital Advisors LLC
N/A—87,154-87,154-100%$29.9M———
Oribel Capital Management, LP
N/A—86,200-86,200-100%$29.6M———
Cornerstone Advisors, LLC
N/A—86,015-86,015-100%$29.5M———
Vestmark Advisory Solutions, Inc.
N/A—85,468-85,468-100%$29.3M———
Palisade Capital Management, LP
N/A—85,051-85,051-100%$29.2M———
Empire Life Investments Inc.
N/A—85,044-85,044-100%$29.2M———
Horizon Investments, LLC
N/A—84,617-84,617-100%$29.0M———
Picton Mahoney Asset Management
N/A—84,253-84,253-100%$28.9M———
Cantillon Capital Management LLC
N/A—83,643-83,643-100%$28.7M———
Steigerwald, Gordon & Koch Inc.
N/A—82,180-82,180-100%$28.2M———
Advisors Capital Management, LLC
N/A—82,078-82,078-100%$28.2M———
Westwood Holdings Group Inc
N/A—82,065-82,065-100%$28.2M———
Bridgewater Associates, LP
N/A—81,537-81,537-100%$28.0M———
Trillium Asset Management, LLC
N/A—81,502-81,502-100%$28.0M———
Kemnay Advisory Services Inc.
N/A—81,262-81,262-100%$27.9M———
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
N/A—81,188-81,188-100%$27.9M———
Haverford Trust Co
N/A—81,135-81,135-100%$27.8M———
Bridgeway Capital Management, LLC
N/A—80,425-80,425-100%$27.6M———
Cheviot Value Management, LLC
N/A—80,407-80,407-100%$27.6M———
Triglav Investments, D.O.O.
N/A—80,018-80,018-100%$27.4M———
Wesleyan Assurance Society
N/A—79,895-79,895-100%$27.4M———
Dash Acquisitions Inc.
N/A—79,623-79,623-100%$28.6M———
TriCert Investment Counsel Inc.
N/A—79,475-79,475-100%$27.3M———
Mirova
N/A—78,691-78,691-100%$27.0M———
Venturi Wealth Management, LLC
N/A—78,282-78,282-100%$26.9M———
Bradley Foster & Sargent Inc
N/A—77,584-77,584-100%$26.6M———
Colonial Trust Advisors
N/A—77,515-77,515-100%$26.6M———
Moors & Cabot, Inc.
N/A—77,362-77,362-100%$26.5M———
SIT Investment Associates Inc
N/A—77,191-77,191-100%$26.5M———
Zweig-DiMenna Associates LLC
N/A—77,150-77,150-100%$26.5M———
Gillson Capital LP
N/A—77,132-77,132-100%$26.5M———
Woodbridge Co LTD
N/A—75,250-75,250-100%$25.8M———
Independent Advisor Alliance
N/A—75,033-75,033-100%$25.7M———
Central Securities Corp
N/A—75,000-75,000-100%$25.7M———
Caprock Group, LLC
N/A—74,657-74,657-100%$25.6M———
Intesa Sanpaolo S.p.A.
N/A—74,612-74,612-100%$25.6M———
Iron Gate Global Advisors LLC
N/A—74,346-74,346-100%$25.5M———
Advisory Services Network, LLC
N/A—73,988-73,988-100%$25.4M———
Stonebridge Capital Advisors LLC
N/A—73,914-73,914-100%$25.4M———
America First Investment Advisors, LLC
N/A—73,704-73,704-100%$25.3M———
Zevin Asset Management LLC
N/A—73,331-73,331-100%$25.2M———
Maytus Capital Management, LLC
N/A—73,088-73,088-100%$25.1M———
King Wealth Management Group
N/A—72,465-72,465-100%$24.9M———
Titan Investment Solutions Ltd
N/A—72,397-72,397-100%$24.8M———
Clearstead Advisors, LLC
N/A—71,541-71,541-100%$24.5M———
Parus Finance (UK) Ltd
N/A—71,238-71,238-100%$24.4M———
Azimuth Capital Investment Management LLC
N/A—71,235-71,235-100%$24.4M———
Nicola Wealth Management Ltd.
N/A—71,000-71,000-100%$24.4M———
Capital Group Private Client Services, Inc.
N/A—70,634-70,634-100%$24.2M———
ExodusPoint Capital Management, LP
N/A—70,607-70,607-100%$24.2M———
Freestone Capital Holdings, LLC
N/A—70,368-70,368-100%$24.1M———
Becker Capital Management Inc
N/A—70,119-70,119-100%$24.1M———
Coleford Investment Management Ltd.
N/A—70,083-70,083-100%$24.0M———
Headwater Capital Co Ltd
N/A—70,000-70,000-100%$24.0M———
Goodnow Investment Group, LLC
N/A—69,990-69,990-100%$24.0M———
Taikang Asset Management (Hong Kong) Co Ltd
N/A—69,890-69,890-100%$24.0M———
Harvest Portfolios Group Inc.
N/A—69,759-69,759-100%$23.9M———
FourThought Financial Partners, LLC
N/A—68,477-68,477-100%$23.5M———
Cumberland Partners Ltd
N/A—68,418-68,418-100%$23.5M———
Meeder Asset Management Inc
N/A—68,273-68,273-100%$23.4M———
Cary Street Partners Financial LLC
N/A—68,238-68,238-100%$23.4M———
11 Capital Partners LP
N/A—67,514-67,514-100%$23.2M———
Petrus Trust Company, LTA
N/A—67,100-67,100-100%$23.0M———
Managed Asset Portfolios, LLC
N/A—66,846-66,846-100%$22.9M———
Novare Capital Management LLC
N/A—66,638-66,638-100%$22.9M———
Dorsey & Whitney Trust Co LLC
N/A—66,488-66,488-100%$22.8M———
Bleakley Financial Group, LLC
N/A—65,908-65,908-100%$22.6M———
Hancock Whitney Corp
N/A—65,887-65,887-100%$22.6M———
Trexquant Investment LP
N/A—65,696-65,696-100%$22.5M———
Delta Global Management LP
N/A—65,668-65,668-100%$22.5M———
Impax Asset Management Group plc
N/A—65,587-65,587-100%$22.5M———
Generali Powszechne Towarzystwo Emerytalne
N/A—65,118-65,118-100%$22.3M———
Prevatt Capital Ltd
N/A—65,000-65,000-100%$22.3M———
Mufg Securities Emea plc
N/A—64,963-64,963-100%$22.3M———
Oversea-Chinese Banking Corp Ltd
N/A—64,693-64,693-100%$22.2M———
Roundview Capital LLC
N/A—64,283-64,283-100%$22.1M———
Meiji Yasuda Asset Management Co Ltd.
N/A—64,122-64,122-100%$22.0M———
Summit Financial, LLC
N/A—63,461-63,461-100%$21.8M———
Ossiam
N/A—63,261-63,261-100%$21.7M———
Jasper Ridge Partners, L.P.
N/A—63,189-63,189-100%$21.7M———
Fukoku Mutual Life Insurance Co
N/A—63,128-63,128-100%$21.7M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—63,062-63,062-100%$21.6M———
Gavilan Investment Partners LLC
N/A—63,000-63,000-100%$21.6M———
Fidelity National Financial, Inc.
N/A—63,000-63,000-100%$21.6M———
Employees Provident Fund Board
N/A—62,845-62,845-100%$21.6M———
Groupama Asset Managment
N/A—62,623-62,623-100%$21.4M———
Stansberry Asset Management, LLC
N/A—61,067-61,067-100%$21.0M———
Arkadios Wealth Advisors
N/A—60,859-60,859-100%$20.9M———
Magellan Asset Management Ltd
N/A—60,505-60,505-100%$20.8M———
Vestcor Inc
N/A—60,352-60,352-100%$20.7M———
Coldstream Capital Management Inc
N/A—60,270-60,270-100%$20.7M———
Performance Wealth Partners, LLC
N/A—60,132-60,132-100%$20.6M———
Stillwater Capital Advisors, LLC
N/A—59,970-59,970-100%$20.6M———
Tower Bridge Advisors
N/A—59,084-59,084-100%$20.3M———
CSM Advisors, LLC
N/A—59,073-59,073-100%$20.3M———
Composition Wealth, LLC
N/A—58,742-58,742-100%$20.2M———
Wealthspire Advisors, LLC
N/A—57,671-57,671-100%$19.8M———
South Street Advisors LLC
N/A—57,534-57,534-100%$19.7M———
Bank of Nova Scotia Trust Co
N/A—57,477-57,477-100%$19.7M———
Positano Wealth Management Ltd
N/A—57,425-57,425-100%$19.7M———
Capital Analysts, LLC
N/A—57,412-57,412-100%$19.7M———
Cander Asset Management LP
N/A—57,300-57,300-100%$19.7M———
Saraza Management, LP
N/A—57,160-57,160-100%$19.6M———
F/m Investments LLC
N/A—56,867-56,867-100%$19.5M———
Rosenblum Silverman Sutton S F Inc
N/A—56,807-56,807-100%$19.5M———
Intech Investment Management LLC
N/A—56,651-56,651-100%$19.4M———
Knollwood Investment Advisory, LLC
N/A—56,580-56,580-100%$19.4M———
Douglass Winthrop Advisors, LLC
N/A—56,482-56,482-100%$19.4M———
YCG, LLC
N/A—56,204-56,204-100%$19.3M———
Osmosis Investment Management UK Ltd
N/A—55,770-55,770-100%$19.1M———
One Capital Management, LLC
N/A—55,462-55,462-100%$16.8M———
Peak Asset Management, LLC
N/A—55,412-55,412-100%$19.0M———
Siemens Fonds Invest GmbH
N/A—55,067-55,067-100%$18.9M———
Summit Trail Advisors, LLC
N/A—54,845-54,845-100%$18.8M———
R.m.sincerbeaux Capital Management LLC
N/A—54,389-54,389-100%$18.7M———
River Wealth Advisors LLC
N/A—53,928-53,928-100%$18.5M———
Great Valley Advisor Group, Inc.
N/A—53,885-53,885-100%$18.5M———
Whalerock Point Partners, LLC
N/A—53,694-53,694-100%$18.4M———
Covington Investment Advisors Inc.
N/A—53,375-53,375-100%$18.3M———
Advocacy Wealth Management, LLC
N/A—53,274-53,274-100%$18.3M———
Northwestern Mutual Investment Management Company, LLC
N/A—53,213-53,213-100%$18.3M———
Bogart Wealth, LLC
N/A—52,693-52,693-100%$18.1M———
Connors Investor Services Inc
N/A—52,251-52,251-100%$17.9M———
Miramar Capital, LLC
N/A—51,594-51,594-100%$17.7M———
M. Kulyk & Associates, LLC
N/A—51,514-51,514-100%$17.7M———
Ravenstone Capital Management Inc.
N/A—51,468-51,468-100%$17.7M———
Threadgill Financial, LLC
N/A—51,460-51,460-100%$17.7M———
Phoenix Financial Ltd.
N/A—51,422-51,422-100%$17.6M———
Stratos Wealth Partners, Ltd.
N/A—51,300-51,300-100%$17.6M———
Mmbg Investment Advisors Co.
N/A—50,852-50,852-100%$17.4M———
Investidor Profissional Gestao de Recursos Ltda.
N/A—50,574-50,574-100%$17.4M———
Global Retirement Partners, LLC
N/A—50,503-50,503-100%$17.3M———
Kerrisdale Advisers, LLC
N/A—50,031-50,031-100%$17.2M———
Rovida Investment Management Ltd
N/A—50,000-50,000-100%$17.1M———
Mufg Securities Americas Inc.
N/A—49,988-49,988-100%$17.2M———
Kingsview Wealth Management, LLC
N/A—49,600-49,600-100%$17.0M———
ProVise Management Group, LLC
N/A—49,212-49,212-100%$16.9M———
Columbus Hill Capital Management, L.P.
N/A—49,072-49,072-100%$16.8M———
Sand Hill Global Advisors, LLC
N/A—49,014-49,014-100%$16.8M———
Amica Mutual Insurance Co
N/A—48,844-48,844-100%$16.8M———
CCM Investment Advisers LLC
N/A—48,529-48,529-100%$16.6M———
Rothschild Investment LLC
N/A—48,495-48,495-100%$16.6M———
SVB Wealth LLC
N/A—48,196-48,196-100%$16.5M———
Dividend Assets Capital, LLC
N/A—47,930-47,930-100%$16.4M———
Red Door Wealth Management, LLC
N/A—47,886-47,886-100%$16.4M———
Donaldson Capital Management, LLC
N/A—47,002-47,002-100%$16.1M———
AMS Capital Ltda
N/A—46,857-46,857-100%$16.1M———
Itau Unibanco Holding S.A.
N/A—46,295-46,295-100%$15.9M———
Thames Capital Management LLC
N/A—45,662-45,662-100%$15.7M———
SPX Gestao de Recursos Ltda
N/A—45,517-45,517-100%$15.6M———
Moore Capital Management, LP
N/A—45,506-45,506-100%$15.6M———
Empirical Finance, LLC
N/A—45,436-45,436-100%$15.6M———
Osprey Private Wealth LLC
N/A—45,362-45,362-100%$15.6M———
Pallas Capital Advisors LLC
N/A—45,282-45,282-100%$15.5M———
Timber Creek Capital Management LLC
N/A—44,959-44,959-100%$15.4M———
Winton Group Ltd
N/A—44,760-44,760-100%$15.4M———
Penserra Capital Management LLC
N/A—44,748-44,748-100%$15.3M———
HFR Wealth Management, LLC
N/A—44,666-44,666-100%$15.3M———
Ancora Advisors LLCA
N/A—44,644-44,644-100%$15.3M———
Securian Asset Management, Inc
N/A—44,103-44,103-100%$15.8M———
Kentucky Retirement Systems Insurance Trust Fund
N/A—44,101-44,101-100%$15.1M———
Mutual Advisors, LLC
N/A—43,732-43,732-100%$15.0M———
Westerkirk Capital Inc.
N/A—43,607-43,607-100%$15.0M———
Morningstar Investment Management LLC
N/A—43,563-43,563-100%$13.2M———
Fiduciary Group, LLC
N/A—43,018-43,018-100%$14.8M———
Focus Partners Advisor Solutions, LLC
N/A—42,614-42,614-100%$14.6M———
Moneta Group Investment Advisors LLC
N/A—42,112-42,112-100%$14.4M———
Capital & Planning, LLC
N/A—42,000-42,000-100%$14.4M———
Bearing Point Capital, LLC
N/A—41,960-41,960-100%$14.4M———
S&CO Inc
N/A—41,890-41,890-100%$14.4M———
Howe & Rusling Inc
N/A—41,770-41,770-100%$14.3M———
Roehl & Yi Investment Advisors, LLC
N/A—41,765-41,765-100%$1.1M———
Kelly Lawrence W & Associates Inc
N/A—41,578-41,578-100%$14.3M———
DJE Kapital AG
N/A—41,383-41,383-100%$14.2M———
Level Four Advisory Services, LLC
N/A—41,307-41,307-100%$14.2M———
Clark Capital Management Group, Inc.
N/A—40,948-40,948-100%$14.0M———
Meeder Advisory Services, Inc.
N/A—40,855-40,855-100%$14.0M———
Shelter Mutual Insurance Co
N/A—40,610-40,610-100%$13.9M———
Western Wealth Management, LLC
N/A—40,403-40,403-100%$13.9M———
Ballentine Partners, LLC
N/A—40,330-40,330-100%$13.8M———
Avenir Corp
N/A—40,207-40,207-100%$13.8M———
Oxbow Advisors, LLC
N/A—40,190-40,190-100%$13.8M———
OneDigital Investment Advisors LLC
N/A—39,850-39,850-100%$13.7M———
Spirepoint Private Client, LLC
N/A—39,487-39,487-100%$13.5M———
IQ EQ Fund Management (Ireland) Ltd
N/A—39,235-39,235-100%$13.5M———
Bluespring Wealth Management, LLC
N/A—39,076-39,076-100%$13.4M———
Gamco Investors, Inc. ET AL
N/A—38,601-38,601-100%$13.2M———
Stratos Wealth Advisors, LLC
N/A—38,519-38,519-100%$13.2M———
American Money Management, LLC
N/A—38,117-38,117-100%$13.1M———
KKM Financial LLC
N/A—37,982-37,982-100%$13.4M———
Savvy Advisors, Inc.
N/A—37,620-37,620-100%$12.9M———
Webster Bank, N. A.
N/A—36,384-36,384-100%$12.5M———
Motco
N/A—36,235-36,235-100%$12.4M———
Osborne Partners Capital Management, LLC
N/A—36,231-36,231-100%$12.4M———
Ibex Wealth Advisors
N/A—36,146-36,146-100%$12.4M———
Texas Yale Capital Corp.
N/A—35,951-35,951-100%$12.3M———
Heritage Trust Co
N/A—35,806-35,806-100%$12.3M———
Bollard Group LLC
N/A—35,800-35,800-100%$12.3M———
MidFirst Bank
N/A—35,647-35,647-100%$12.2M———
Pine Valley Investments Ltd Liability Co
N/A—35,457-35,457-100%$12.2M———
Legacy Trust
N/A—35,430-35,430-100%$12.2M———
Te Ahumairangi Investment Management Ltd
N/A—35,378-35,378-100%$12.1M———
Geneos Wealth Management Inc.
N/A—35,315-35,315-100%$12.1M———
EFG International AG
N/A—35,146-35,146-100%$12.1M———
First National Bank of Omaha
N/A—35,112-35,112-100%$12.0M———
Jacobson & Schmitt Advisors, LLC
N/A—35,067-35,067-100%$12.0M———
Rothschild Capital Partners, LLC
N/A—34,744-34,744-100%$11.9M———
Coalescence Partners Investment Management, LP
N/A—34,515-34,515-100%$11.8M———
Auxier Asset Management LLC
N/A—34,487-34,487-100%$11.8M———
Sompo Asset Management Co., Ltd.
N/A—34,330-34,330-100%$11.8M———
Iyo Bank, Ltd.
N/A—34,176-34,176-100%$11.7M———
Ally Financial Inc.
N/A—34,000-34,000-100%$11.7M———
Galaxy Digital Capital Management GP LLC
N/A—33,912-33,912-100%$11.6M———
IHT Wealth Management, LLC
N/A—33,898-33,898-100%$11.6M———
Sienna Gestion
N/A—33,812-33,812-100%$11.7M———
Evercore Wealth Management, LLC
N/A—33,672-33,672-100%$11.6M———
Robinhood Asset Management, LLC
N/A—33,621-33,621-100%$11.5M———
First American Trust, FSB
N/A—33,596-33,596-100%$11.5M———
Leavell Investment Management, Inc.
N/A—33,440-33,440-100%$11.5M———
Triveni Capital Investments LP
N/A—33,381-33,381-100%$11.5M———
Everest Financial Group LLC
N/A—33,367-33,367-100%$11.4M———
Cape COD Five Cents Savings Bank
N/A—33,240-33,240-100%$11.4M———
Everstar Asset Management, LLC
N/A—33,198-33,198-100%$1.2M———
Belpointe Asset Management LLC
N/A—33,052-33,052-100%$11.3M———
Spartan Wealth Advisory Services LLC
N/A—32,969-32,969-100%$11.3M———
Spinecap SAS
N/A—32,857-32,857-100%$11.3M———
Spinnaker Trust
N/A—32,845-32,845-100%$11.3M———
Unison Asset Management LLC
N/A—32,677-32,677-100%$11.2M———
NorthRock Partners, LLC
N/A—32,675-32,675-100%$11.2M———
Eurizon SLJ Capital Ltd
N/A—32,595-32,595-100%$11.2M———
Westpac Banking Corp
N/A—32,331-32,331-100%$11.1M———
ST Germain D J Co Inc
N/A—31,908-31,908-100%$10.9M———
Catalyst Funds Management Pty Ltd
N/A—31,800-31,800-100%$10.9M———
Tocqueville Asset Management L.P.
N/A—31,744-31,744-100%$10.9M———
Zuckerman Investment Group, LLC
N/A—31,701-31,701-100%$10.9M———
Johnson Financial Group, Inc.
N/A—31,551-31,551-100%$10.8M———
Shelton Capital Management
N/A—31,492-31,492-100%$10.8M———
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
N/A—31,182-31,182-100%$10.7M———
TB Capital Gestao de Recursos Ltda.
N/A—30,693-30,693-100%$10.5M———
Smartleaf Asset Management LLC
N/A—30,636-30,636-100%$10.5M———
Emerald Investment Advisers, LLC
N/A—30,635-30,635-100%$10.5M———
Skandinaviska Enskilda Banken AB (publ)
N/A—30,470-30,470-100%$10.4M———
Glen Eagle Advisors, LLC
N/A—30,433-30,433-100%$10.4M———
Lynwood Price Capital Management LP
N/A—30,400-30,400-100%$10.4M———
PFG Investments, LLC
N/A—30,358-30,358-100%$10.4M———
Nelson Capital Management, LLC
N/A—30,226-30,226-100%$10.4M———
Naman Capital Ltda
N/A—30,212-30,212-100%$10.4M———
Ameritas Investment Partners, Inc.
N/A—30,177-30,177-100%$10.4M———
NatWest Group plc
N/A—29,480-29,480-100%$10.1M———
Stamos Capital Partners, L.P.
N/A—29,351-29,351-100%$10.1M———
Infusive Asset Management Inc.
N/A—29,345-29,345-100%$10.1M———
Lowe Brockenbrough & Co Inc
N/A—29,338-29,338-100%$10.1M———
Marshall Wace, LLP
N/A—29,242-29,242-100%$10.0M———
CreativeOne Wealth, LLC
N/A—29,194-29,194-100%$10.0M———
Pragma Gestao de Patrimonio LTD
N/A—29,150-29,150-100%$10.0M———
Pioneer Trust Bank N A
N/A—29,105-29,105-100%$10.0M———
First Western Trust Bank
N/A—28,885-28,885-100%$9.9M———
LRI Investments, LLC
N/A—28,630-28,630-100%$1.1M———
L & S Advisors Inc
N/A—28,419-28,419-100%$9.8M———
Colonial Trust Co / SC
N/A—28,406-28,406-100%$9.7M———
Insigneo Advisory Services, LLC
N/A—28,157-28,157-100%$9.7M———
Prosperity Consulting Group, LLC
N/A—28,144-28,144-100%$9.7M———
RB Capital Management, LLC
N/A—28,097-28,097-100%$9.6M———
CFO4Life Group, LLC
N/A—27,858-27,858-100%$9.6M———
Proficio Capital Partners LLC
N/A—27,768-27,768-100%$9.5M———
Syon Capital LLC
N/A—27,623-27,623-100%$9.5M———
Mayar Capital Ltd.
N/A—27,600-27,600-100%$9.5M———
SlateStone Wealth, LLC
N/A—27,365-27,365-100%$9.4M———
United Bank
N/A—27,318-27,318-100%$9.4M———
Glassy Mountain Advisors, Inc.
N/A—27,170-27,170-100%$9.3M———
Thoroughbred Financial Services, LLC
N/A—27,075-27,075-100%$9.3M———
Grafton Street Partners Management Company, LLC
N/A—26,762-26,762-100%$9.2M———
Settian Capital LP
N/A—26,700-26,700-100%$9.2M———
Northstar Financial Companies, Inc.
N/A—26,647-26,647-100%$9.1M———
Pure Financial Advisors, LLC
N/A—26,643-26,643-100%$9.1M———
Twin Capital Management Inc
N/A—26,626-26,626-100%$9.1M———
Great Lakes Advisors, LLC
N/A—26,517-26,517-100%$9.1M———
Quadrature Capital Ltd
N/A—26,373-26,373-100%$9.0M———
Modern Wealth Management, LLC
N/A—26,312-26,312-100%$9.0M———
Ameritas Advisory Services, LLC
N/A—26,229-26,229-100%$9.0M———
Sender Co & Partners, Inc.
N/A—26,115-26,115-100%$9.0M———
Harbour Investments, Inc.
N/A—26,037-26,037-100%$8.9M———
Van Hulzen Asset Management, LLC
N/A—26,014-26,014-100%$8.9M———
Wisconsin Capital Management LLC
N/A—26,010-26,010-100%$8.9M———
Capital Group Investment Management Pte. Ltd.
N/A—25,916-25,916-100%$8.9M———
Fidelis Capital Partners, LLC
N/A—25,845-25,845-100%$8.9M———
Harber Asset Management LLC
N/A—25,750-25,750-100%$8.8M———
Bartlett & Co. Wealth Management LLC
N/A—25,624-25,624-100%$8.8M———
Farmers National Bank
N/A—25,614-25,614-100%$8.8M———
Concentric Capital Strategies, LP
N/A—25,458-25,458-100%$8.7M———
Icon Wealth Advisors, LLC
N/A—25,423-25,423-100%$8.7M———
Cinctive Capital Management LP
N/A—25,383-25,383-100%$8.7M———
Vision Retirement, LLC
N/A—25,332-25,332-100%$8.7M———
Fremen Capital Management LP
N/A—25,224-25,224-100%$8.7M———
Tyche Wealth Partners LLC
N/A—25,208-25,208-100%$8.6M———
BTG Pactual Asset Management US LLC
N/A—25,208-25,208-100%$8.6M———
AlTi Global, Inc.
N/A—25,179-25,179-100%$8.6M———
Fort Sheridan Advisors LLC
N/A—25,167-25,167-100%$8.6M———
Tower Research Capital LLC (TRC)
N/A—25,073-25,073-100%$8.6M———
Charles-Lim Capital Ltd
N/A—25,000-25,000-100%$8.6M———
McGowan Group Asset Management, Inc.
N/A—24,988-24,988-100%$8.6M———
Hudson Value Partners, LLC
N/A—24,902-24,902-100%$8.5M———
Fortis Capital Management LLC
N/A—24,630-24,630-100%$8.5M———
Zeno Equity Partners LLP
N/A—24,557-24,557-100%$8.4M———
Intrust Bank NA
N/A—24,478-24,478-100%$8.4M———
Diamant Asset Management, Inc.
N/A—24,357-24,357-100%$8.4M———
LMR Partners LLP
N/A—24,113-24,113-100%$8.3M———
Baldwin Investment Management, LLC
N/A—23,968-23,968-100%$8.2M———
EagleClaw Capital Managment, LLC
N/A—23,949-23,949-100%$8.2M———
Algebris (UK) LTD
N/A—23,906-23,906-100%$8.2M———
Explore Capital Management, LLC
N/A—23,900-23,900-100%$8.2M———
Hillsdale Investment Management Inc.
N/A—23,885-23,885-100%$8.2M———
Foster & Motley Inc
N/A—23,856-23,856-100%$8.2M———
Berger Financial Group, Inc
N/A—23,628-23,628-100%$8.1M———
Clearstead Trust, LLC
N/A—23,583-23,583-100%$8.1M———
Lester Murray Antman dba SimplyRich
N/A—23,551-23,551-100%$8.1M———
McDonough Capital Management, Inc
N/A—23,352-23,352-100%$8.0M———
Condor Capital Management
N/A—23,351-23,351-100%$8.0M———
Cannell & Spears LLC
N/A—23,255-23,255-100%$8.0M———
HBK Sorce Advisory LLC
N/A—23,218-23,218-100%$8.6M———
Harvey Capital Management Inc
N/A—23,170-23,170-100%$7.9M———
BFC Planning, Inc.
N/A—23,146-23,146-100%$7.9M———
Canal Capital Management, LLC
N/A—22,847-22,847-100%$7.8M———
Essex Financial Services, Inc.
N/A—22,761-22,761-100%$7.8M———
Lord, Abbett & Co. LLC
N/A—22,747-22,747-100%$7.8M———
Borer Denton & Associates, Inc.
N/A—22,714-22,714-100%$7.8M———
Claar Advisors LLC
N/A—22,662-22,662-100%$7.8M———
Concord Investment Counsel Inc.
N/A—22,642-22,642-100%$7.8M———
Arete Wealth Advisors, LLC
N/A—22,417-22,417-100%$7.7M———
Kavar Capital Partners Group, LLC
N/A—22,391-22,391-100%$7.7M———
Logan Capital Management Inc
N/A—22,350-22,350-100%$7.7M———
Schnieders Capital Management, Llc.
N/A—22,301-22,301-100%$7.7M———
Mission Creek Capital Partners, Inc.
N/A—22,202-22,202-100%$7.6M———
Sfmg, LLC
N/A—22,188-22,188-100%$7.6M———
Gladstone Institutional Advisory LLC
N/A—22,149-22,149-100%$7.6M———
Erste Towarzystwo Funduszy Inwestycyjnych S.A.
N/A—21,986-21,986-100%$7.5M———
Family Manage LLC
N/A—21,960-21,960-100%$7.5M———
Jaffetilchin Investment Partners, LLC
N/A—21,924-21,924-100%$7.5M———
NWK Group, Inc.
N/A—21,892-21,892-100%$7.5M———
Rockbridge Asset Management LLC
N/A—21,876-21,876-100%$7.5M———
Hayek Kallen Investment Management
N/A—21,711-21,711-100%$7.4M———
Guardian Wealth Advisors, LLC / NC
N/A—21,544-21,544-100%$7.4M———
Quest Investment Management LLC
N/A—21,465-21,465-100%$7.4M———
BW Gestao de Investimentos Ltda.
N/A—21,390-21,390-100%$7.3M———
Meridian Wealth Advisors, LLC
N/A—21,355-21,355-100%$7.3M———
NorthCoast Asset Management LLC
N/A—21,134-21,134-100%$7.3M———
Keel Point, LLC
N/A—21,131-21,131-100%$7.2M———
Ausdal Financial Partners, Inc.
N/A—21,039-21,039-100%$7.2M———
Sound View Wealth Advisors Group, LLC
N/A—20,879-20,879-100%$7.2M———
Karl Kapital LLC
N/A—20,877-20,877-100%$7.2M———
Frec Markets, Inc.
N/A—20,806-20,806-100%$7.1M———
Cornerstone Advisory, LLC
N/A—20,732-20,732-100%$7.1M———
First Foundation Advisors
N/A—20,643-20,643-100%$7.1M———
Crews Bank & Trust
N/A—20,446-20,446-100%$7.0M———
Scholtz & Company, LLC
N/A—20,358-20,358-100%$7.0M———
Abacus FCF Advisors LLC
N/A—20,150-20,150-100%$6.9M———
Meiji Yasuda Life Insurance Co
N/A—20,067-20,067-100%$6.9M———
Centric Wealth Management
N/A—20,065-20,065-100%$7.0M———
Intrinsic Edge Capital Management LLC
N/A—20,000-20,000-100%$6.9M———
Blue Edge Capital, LLC
N/A—19,991-19,991-100%$6.9M———
Forum Finance Group S.A.
N/A—19,789-19,789-100%$5.5K———
Walter & Keenan Wealth Management LLC
N/A—19,788-19,788-100%$6.8M———
Bitwise Funds Trust
N/A—19,774-19,774-100%$6.8M———
Resurgent Financial Advisors LLC
N/A—19,761-19,761-100%$6.8M———
E Fund Management Co., Ltd.
N/A—19,718-19,718-100%$6.8M———
Castlefield Investment Partners LLP
N/A—19,562-19,562-100%$6.7M———
Transcend Capital Advisors, LLC
N/A—19,473-19,473-100%$6.7M———
Painted Porch Advisors LLC
N/A—19,265-19,265-100%$6.6M———
Liberty One Investment Management, LLC
N/A—19,181-19,181-100%$6.6M———
Baader Bank Aktiengesellschaft
N/A—19,147-19,147-100%$6.6M———
East Coast Asset Management, Llc.
N/A—19,134-19,134-100%$6.6M———
KP Management LLC
N/A—19,000-19,000-100%$6.5M———
Naviter Wealth, LLC
N/A—18,932-18,932-100%$6.5M———
Bank of Hawaii
N/A—18,888-18,888-100%$6.5M———
Onex Canada Asset Management Inc.
N/A—18,842-18,842-100%$6.5M———
Greenline Partners, LLC
N/A—18,773-18,773-100%$6.4M———
Wimmer Associates 1, LLC
N/A—18,747-18,747-100%$6.4M———
Nicolet Bankshares Inc
N/A—18,747-18,747-100%$6.5M———
Sandhill Capital Partners LLC
N/A—18,746-18,746-100%$6.4M———
Graybill Wealth Management, Ltd.
N/A—18,641-18,641-100%$6.4M———
Trinity Legacy Partners, LLC
N/A—18,562-18,562-100%$6.8M———
Mandatum Life Insurance Co Ltd
N/A—18,551-18,551-100%$6.4M———
Trust Co of Kansas
N/A—18,521-18,521-100%$6.4M———
Guardian Capital LP
N/A—18,370-18,370-100%$6.3M———
Baker Avenue Asset Management, LP
N/A—18,182-18,182-100%$6.2M———
Winch Advisory Services, LLC
N/A—18,147-18,147-100%$6.2M———
Tenere Capital LLC
N/A—18,104-18,104-100%$6.2M———
Sumitomo Life Insurance Co
N/A—18,080-18,080-100%$6.2M———
AssuredPartners Investment Advisors, LLC
N/A—18,069-18,069-100%$6.2M———
Lifeworks Advisors, LLC
N/A—17,961-17,961-100%$6.2M———
Crewe Advisors LLC
N/A—17,862-17,862-100%$6.1M———
Stonebridge Financial Group, LLC
N/A—17,795-17,795-100%$6.1M———
B & T Capital Management DBA Alpha Capital Management
N/A—17,697-17,697-100%$6.1M———
Transamerica Financial Advisors, LLC
N/A—17,662-17,662-100%$6.1M———
Empower Advisory Group, LLC
N/A—17,593-17,593-100%$6.0M———
Ingalls & Snyder LLC
N/A—17,545-17,545-100%$6.0M———
Rehmann Capital Advisory Group
N/A—17,503-17,503-100%$6.0M———
Jain Global LLC
N/A—17,470-17,470-100%$6.0M———
Royal Capital Wealth Management, LLC
N/A—17,453-17,453-100%$6.0M———
GeoWealth Management, LLC
N/A—17,398-17,398-100%$6.0M———
Ceeto Capital Group, LLC
N/A—17,388-17,388-100%$6.0M———
Boothbay Fund Management, LLC
N/A—17,210-17,210-100%$5.9M———
Bridger Management, LLC
N/A—17,200-17,200-100%$5.9M———
Waterloo Capital, L.P.
N/A—17,118-17,118-100%$5.9M———
GKV Capital Management Co., Inc.
N/A—16,972-16,972-100%$5.8M———
Brentview Investment Management LLC
N/A—16,968-16,968-100%$5.8M———
Horizon Investment Services, LLC
N/A—16,943-16,943-100%$5.8M———
Dark Forest Capital Management LP
N/A—16,912-16,912-100%$5.8M———
Seascape Capital Management
N/A—16,895-16,895-100%$5.8M———
Kentucky Farm Bureau Mutual Insurance Co
N/A—16,804-16,804-100%$5.8M———
Walsky Investment Management, Inc.
N/A—16,686-16,686-100%$5.7M———
Fairbanks Capital Management, Inc.
N/A—16,682-16,682-100%$5.7M———
Sculptor Capital LP
N/A—16,572-16,572-100%$5.7M———
Kesler, Norman & Wride, LLC
N/A—16,446-16,446-100%$5.6M———
AFT, Forsyth & Company, Inc.
N/A—16,290-16,290-100%$5.6M———
FAS Wealth Partners, Inc.
N/A—16,219-16,219-100%$5.6M———
Kirtland Hills Capital Management, LLC
N/A—16,120-16,120-100%$5.5M———
IMA Advisory Services, Inc.
N/A—16,111-16,111-100%$5.5M———
S-Bank Fund Management Ltd
N/A—16,101-16,101-100%$5.5M———
Graham Capital Management, L.P.
N/A—16,039-16,039-100%$5.5M———
Seneca House Advisors
N/A—15,991-15,991-100%$5.5M———
Palumbo Wealth Management LLC
N/A—15,980-15,980-100%$5.5M———
Highview Capital Management LLC
N/A—15,932-15,932-100%$5.5M———
Bridgewater Advisors Inc.
N/A—15,930-15,930-100%$5.8M———
Saber Capital Managment, LLC
N/A—15,820-15,820-100%$5.4M———
Cloverfields Capital Group, LP
N/A—15,817-15,817-100%$5.4M———
Gilder Gagnon Howe & Co LLC
N/A—15,768-15,768-100%$5.4M———
Core Alternative Capital
N/A—15,746-15,746-100%$5.4M———
Parsonex Advisory Services, Inc.
N/A—15,720-15,720-100%$5.4M———
Field & Main Bank
N/A—15,698-15,698-100%$5.4M———
Southeast Asset Advisors, LLC
N/A—15,663-15,663-100%$5.4M———
Strategic Financial Services, Inc.
N/A—15,657-15,657-100%$5.4M———
Simmons Bank
N/A—15,605-15,605-100%$5.4M———
Watershed Asset Management, L.L.C.
N/A—15,600-15,600-100%$5.4M———
MainStreet Investment Advisors LLC
N/A—15,586-15,586-100%$5.3M———
Community Bank, N.A.
N/A—15,484-15,484-100%$5.3M———
Hills Bank & Trust Co
N/A—15,437-15,437-100%$5.3M———
Qtron Investments LLC
N/A—15,378-15,378-100%$5.3M———
Brasada Capital Management, LP
N/A—15,344-15,344-100%$5.3M———
Soros Capital Management LLC
N/A—15,308-15,308-100%$5.3M———
Alerus Financial NA
N/A—15,238-15,238-100%$5.2M———
Boyd Watterson Asset Management LLC
N/A—15,177-15,177-100%$5.2M———
Trivium Point Advisory, LLC
N/A—15,068-15,068-100%$5.2M———
RNC Capital Management LLC
N/A—15,060-15,060-100%$5.2M———
SSA Swiss Advisors AG
N/A—14,990-14,990-100%$5.2M———
LOM Asset Management Ltd
N/A—14,953-14,953-100%$5.1M———
Nikulski Financial, Inc.
N/A—14,905-14,905-100%$5.1M———
Manhattan West Asset Management, LLC
N/A—14,858-14,858-100%$5.1M———
AustralianSuper Pty Ltd
N/A—14,823-14,823-100%$5.1M———
White Pine Capital LLC
N/A—14,798-14,798-100%$5.1M———
Peak Retirement Planning, Inc.
N/A—14,791-14,791-100%$5.1M———
SageView Advisory Group, LLC
N/A—14,778-14,778-100%$5.1M———
Keebeck Wealth Management
N/A—14,606-14,606-100%$5.0M———
Annandale Capital, LLC
N/A—14,568-14,568-100%$5.0M———
Hilltop Holdings Inc.
N/A—14,498-14,498-100%$5.0M———
Talon Private Wealth, LLC
N/A—14,479-14,479-100%$5.0M———
Meridian Management Co
N/A—14,421-14,421-100%$4.9M———
Landscape Capital Management, L.L.C.
N/A—14,414-14,414-100%$4.9M———
Meadowbrook Advisors Group, LLC
N/A—14,404-14,404-100%$4.9M———
Vickerman Investment Advisors, Inc.
N/A—14,385-14,385-100%$4.9M———
Argent Advisors, Inc.
N/A—14,268-14,268-100%$4.9M———
Owlhouse Capital LP
N/A—14,142-14,142-100%$4.9M———
Park Place Capital Corp
N/A—14,069-14,069-100%$4.8M———
Kintra Wealth, LLC
N/A—14,042-14,042-100%$5.1M———
Hardy Reed LLC
N/A—14,012-14,012-100%$4.8M———
Platinum Investment Management LTD
N/A—14,000-14,000-100%$4.8M———
Northstar Group, Inc.
N/A—13,994-13,994-100%$4.8M———
Hilltop Partners LLC
N/A—13,979-13,979-100%$4.8M———
Checchi Capital Advisers, LLC
N/A—13,946-13,946-100%$4.8M———
Papamarkou Wellner Asset Management inc.
N/A—13,865-13,865-100%$4.2M———
NWM Advisors, LLC
N/A—13,821-13,821-100%$4.7M———
Fairtree Asset Management (Pty) Ltd
N/A—13,780-13,780-100%$4.7M———
Dearborn Partners LLC
N/A—13,738-13,738-100%$4.7M———
National Philanthropic Trust
N/A—13,737-13,737-100%$4.7M———
Legacy Financial Advisors, Inc.
N/A—13,732-13,732-100%$4.7M———
JAG Capital Management, LLC
N/A—13,731-13,731-100%$4.7M———
DSM Capital Partners LLC
N/A—13,688-13,688-100%$4.7M———
Camarda Financial Advisors, LLC
N/A—13,499-13,499-100%$4.6M———
Smithfield Trust Co
N/A—13,443-13,443-100%$4.6M———
American Trust
N/A—13,390-13,390-100%$4.6M———
Catalyst Financial Partners LLC
N/A—13,326-13,326-100%$4.6M———
Bulltick Wealth Management, LLC
N/A—13,304-13,304-100%$4.6M———
Mattson Financial Services, LLC
N/A—13,080-13,080-100%$4.8M———
K.J. Harrison & Partners Inc
N/A—13,063-13,063-100%$4.5M———
Dynasty Wealth Management, LLC
N/A—12,917-12,917-100%$4.4M———
Caldwell Sutter Capital, Inc.
N/A—12,850-12,850-100%$4.4M———
Institute for Wealth Management, Llc.
N/A—12,803-12,803-100%$4.4M———
Next Century Growth Investors LLC
N/A—12,553-12,553-100%$4.3M———
Strait & Sound Wealth Management LLC
N/A—12,513-12,513-100%$4.3M———
1ST Source Bank
N/A—12,488-12,488-100%$4.3M———
Benchmark Investment Advisors LLC
N/A—12,484-12,484-100%$4.3M———
HighPoint Advisor Group LLC
N/A—12,426-12,426-100%$4.3M———
Stelac Advisory Services LLC
N/A—12,388-12,388-100%$4.3M———
Chokshi & Queen Wealth Advisors, Inc
N/A—12,374-12,374-100%$4.2M———
Cambria Investment Management, L.P.
N/A—12,298-12,298-100%$4.2M———
Campbell & Co Investment Adviser LLC
N/A—12,253-12,253-100%$4.2M———
Heritage Wealth Advisors
N/A—12,221-12,221-100%$4.2M———
Pincus Capital Management, LP
N/A—12,148-12,148-100%$4.2M———
Private Wealth Asset Management, LLC
N/A—12,089-12,089-100%$4.1M———
William Blair Investment Management, LLC
N/A—12,056-12,056-100%$4.1M———
Wellspring Financial Advisors, LLC
N/A—12,043-12,043-100%$4.1M———
Peregrine Asset Advisers, Inc.
N/A—11,857-11,857-100%$4.1M———
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A—11,776-11,776-100%$4.0M———
Texas Capital Bank Wealth Management Services Inc
N/A—11,774-11,774-100%$4.0M———
Alcosta Capital Management, Inc.
N/A—11,753-11,753-100%$4.0M———
Edentree Asset Management Ltd
N/A—11,746-11,746-100%$4.0M———
Channel Wealth LLC
N/A—11,738-11,738-100%$4.0M———
Centaurus Financial, Inc.
N/A—11,721-11,721-100%$4.0M———
Beck Mack & Oliver LLC
N/A—11,693-11,693-100%$4.0M———
Sciencast Management LP
N/A—11,637-11,637-100%$4.0M———
Nwam LLC
N/A—11,631-11,631-100%$4.0M———
Second Line Capital, LLC
N/A—11,400-11,400-100%$3.9M———
Evergreen Wealth Management, LLC
N/A—11,396-11,396-100%$3.9M———
Accent Capital Management, LLC
N/A—11,345-11,345-100%$3.9M———
Voya Financial Advisors, Inc.
N/A—11,338-11,338-100%$3.9M———
SummitTX Capital, L.P.
N/A—11,227-11,227-100%$3.9M———
BankPlus Trust Department
N/A—11,206-11,206-100%$3.8M———
PCM Encore, LLC
N/A—11,201-11,201-100%$3.8M———
Front Row Advisors LLC
N/A—11,169-11,169-100%$4.1M———
Mayflower Financial Advisors, LLC
N/A—11,154-11,154-100%$3.8M———
Wealth Alliance, LLC
N/A—11,153-11,153-100%$3.8M———
Personal CFO Solutions, LLC
N/A—11,091-11,091-100%$3.8M———
CNB Bank
N/A—11,071-11,071-100%$3.8M———
Houlihan Financial Resource Group, Ltd.
N/A—11,019-11,019-100%$3.8M———
Stonehage Fleming Financial Services Holdings Ltd
N/A—10,954-10,954-100%$3.8M———
Prestige Wealth Management Group LLC
N/A—10,894-10,894-100%$3.7M———
Bernard Wealth Management Corp.
N/A—10,841-10,841-100%$3.7M———
Navalign, LLC
N/A—10,841-10,841-100%$3.7M———
Riverview Capital Advisers, LLC
N/A—10,805-10,805-100%$3.7M———
Marshall Financial Group, LLC
N/A—10,775-10,775-100%$3.7M———
Zions Bancorporation, National Association
N/A—10,765-10,765-100%$3.7M———
Arvest Bank Trust Division
N/A—10,757-10,757-100%$3.7M———
Figure 8 Investment Strategies LLC
N/A—10,736-10,736-100%$3.7M———
Laffer Tengler Investments, Inc.
N/A—10,688-10,688-100%$3.7M———
RD Lewis Holdings, Inc.
N/A—10,627-10,627-100%$3.9M———
J. Stern & Co. LLP
N/A—10,621-10,621-100%$3.6M———
BBR Partners, LLC
N/A—10,533-10,533-100%$3.6M———
Intellectus Partners, LLC
N/A—10,491-10,491-100%$3.6M———
Tulsa Wealth Advisors, Inc
N/A—10,439-10,439-100%$3.6M———
Counterweight Ventures, LLC
N/A—10,437-10,437-100%$3.6M———
Symphony Financial Services, Inc.
N/A—10,435-10,435-100%$3.6M———
Edgestream Partners, L.P.
N/A—10,435-10,435-100%$3.6M———
Martin & Co Inc
N/A—10,431-10,431-100%$3.6M———
Brevan Howard Capital Management LP
N/A—10,412-10,412-100%$3.6M———
Monetary Management Group Inc
N/A—10,405-10,405-100%$3.6M———
Tsai Capital Corp
N/A—10,317-10,317-100%$3.5M———
Nvest Financial, LLC
N/A—10,162-10,162-100%$3.5M———
Emissary Wealth LLC
N/A—10,154-10,154-100%$3.5M———
Westbourne Investments, Inc.
N/A—10,105-10,105-100%$3.5M———
Hall Capital Management Co Inc
N/A—10,081-10,081-100%$3.5M———
Advisors Preferred, LLC
N/A—9,969-9,969-100%$3.6M———
Intrepid Financial Planning Group LLC
N/A—9,954-9,954-100%$3.4M———
Sandro Wealth Management LLC
N/A—9,936-9,936-100%$3.4M———
L2 Asset Management, LLC
N/A—9,933-9,933-100%$3.4M———
Aristides Capital LLC
N/A—9,928-9,928-100%$3.4M———
Militia Capital Management LLC
N/A—9,903-9,903-100%$3.4M———
Auxano Advisors, LLC
N/A—9,880-9,880-100%$3.4M———
Atlanta Consulting Group Advisors, LLC
N/A—9,874-9,874-100%$3.4M———
Arbor Trust Wealth Advisors, LLC
N/A—9,852-9,852-100%$3.4M———
Coastal Bridge Advisors, LLC
N/A—9,845-9,845-100%$3.4M———
SCS Capital Management LLC
N/A—9,826-9,826-100%$3.4M———
Regal Investment Advisors LLC
N/A—9,825-9,825-100%$3.4M———
New Age Alpha Advisors, LLC
N/A—9,822-9,822-100%$3.4M———
Kovack Advisors, Inc.
N/A—9,774-9,774-100%$3.4M———
Okabena Investment Services Inc
N/A—9,770-9,770-100%$3.4M———
M3 Wealth Management, LLC
N/A—9,757-9,757-100%$3.3M———
Advisory Alpha, LLC
N/A—9,745-9,745-100%$3.3M———
Global Frontier Investments LLC
N/A—9,706-9,706-100%$3.3M———
Cary Street Partners Investment Advisory LLC
N/A—9,691-9,691-100%$3.3M———
Chancellor Financial Group WB LP
N/A—9,672-9,672-100%$3.3M———
Engineers Gate Manager LP
N/A—9,665-9,665-100%$3.3M———
Cetera Trust Company, N.a
N/A—9,645-9,645-100%$3.3M———
Pinnacle Holdings, LLC
N/A—9,636-9,636-100%$3.3M———
Garrison Point Advisors, LLC
N/A—9,618-9,618-100%$3.3M———
RiverPark Advisors, LLC
N/A—9,593-9,593-100%$3.3M———
Point Windward Advisors Inc.
N/A—9,589-9,589-100%$3.3M———
Trivant Custom Portfolio Group, LLC
N/A—9,588-9,588-100%$3.3M———
FSB Premier Wealth Management, Inc.
N/A—9,506-9,506-100%$3.3M———
MWA Asset Management
N/A—9,464-9,464-100%$3.2M———
Stokes Family Office, LLC
N/A—9,425-9,425-100%$3.2M———
Quotient Wealth Partners, LLC
N/A—9,382-9,382-100%$3.2M———
Asahi Life Asset Management Co., Ltd.
N/A—9,373-9,373-100%$3.2M———
Main Street Research LLC
N/A—9,369-9,369-100%$3.2M———
Darwin Wealth Management, LLC
N/A—9,350-9,350-100%$3.2M———
SOA Wealth Advisors, Llc.
N/A—9,287-9,287-100%$826.1K———
Alaethes Wealth, LLC
N/A—9,274-9,274-100%$3.2M———
CIM Investment Management Inc
N/A—9,235-9,235-100%$3.2M———
WealthShield Partners, LLC
N/A—9,192-9,192-100%$3.2M———
Callahan Advisors, LLC
N/A—9,167-9,167-100%$3.1M———
CM Wealth Advisors LLC
N/A—9,160-9,160-100%$3.1M———
Partners Capital Investment Group, LLP
N/A—9,139-9,139-100%$3.1M———
Vanguard National Trust Co
N/A—9,120-9,120-100%$3.1M———
Lafayette Investments, Inc.
N/A—9,092-9,092-100%$3.1M———
Fortress Private Ledger, LLC
N/A—9,031-9,031-100%$3.1M———
Avanda Investment Management Pte. Ltd.
N/A—9,000-9,000-100%$3.1M———
Investor's Fiduciary Advisor Network, LLC
N/A—8,992-8,992-100%$3.1M———
Claret Asset Management Corp
N/A—8,921-8,921-100%$3.1M———
Harvest Fund Management Co., Ltd
N/A—8,920-8,920-100%$3.1M———
Zhang Financial LLC
N/A—8,914-8,914-100%$3.1M———
Annis Gardner Whiting Capital Advisors, LLC
N/A—8,903-8,903-100%$3.1M———
Fortis Group Advisors, LLC
N/A—8,871-8,871-100%$3.0M———
Odyssean, LLC
N/A—8,866-8,866-100%$3.0M———
U S Wealth Group, Llc.
N/A—8,866-8,866-100%$3.0M———
Mosaic Family Wealth Partners, LLC
N/A—8,854-8,854-100%$3.0M———
Sierra Legacy Group
N/A—8,837-8,837-100%$3.0M———
Burling Wealth Partners, LLC
N/A—8,795-8,795-100%$3.0M———
Duncan Williams Asset Management, LLC
N/A—8,780-8,780-100%$3.0M———
Systematic Alpha Investments, LLC
N/A—8,673-8,673-100%$3.0M———
ForthRight Wealth Management, LLC
N/A—8,669-8,669-100%$3.0M———
Holderness Investments Co
N/A—8,646-8,646-100%$3.0M———
Ballast Advisors LLC
N/A—8,634-8,634-100%$3.0M———
Redwood Investment Management, LLC
N/A—8,606-8,606-100%$3.0M———
Algert Global LLC
N/A—8,593-8,593-100%$2.9M———
Perennial Investment Advisors, LLC
N/A—8,558-8,558-100%$2.9M———
Hutner Capital Management Inc
N/A—8,478-8,478-100%$2.9M———
Drive Wealth Management, LLC
N/A—8,429-8,429-100%$2.9M———
Little House Capital LLC
N/A—8,387-8,387-100%$2.9M———
Pettyjohn, Wood & White, Inc
N/A—8,381-8,381-100%$2.9M———
Bernicke Wealth Management, Ltd.
N/A—8,371-8,371-100%$2.9M———
Bank of the Bluegrass & Trust Co.
N/A—8,315-8,315-100%$3.0M———
Systematic Financial Management LP
N/A—8,300-8,300-100%$2.8M———
Bolthouse Investments, LLC
N/A—8,299-8,299-100%$2.8M———
Silver OAK Securities, Incorporated
N/A—8,270-8,270-100%$2.8M———
Aquatic Capital Management LLC
N/A—8,241-8,241-100%$2.8M———
Wealthedge Investment Advisors, LLC
N/A—8,172-8,172-100%$2.8M———
Ponta Wealth Partners, LLC
N/A—8,159-8,159-100%$2.8M———
Mitchell Mcleod Pugh & Williams Inc
N/A—8,128-8,128-100%$2.8M———
Cozad Asset Management Inc
N/A—8,122-8,122-100%$2.8M———
Twin City Private Wealth, LLC
N/A—8,108-8,108-100%$2.8M———
Paragon Capital Management LLC
N/A—8,094-8,094-100%$2.8M———
Valmark Advisers, Inc.
N/A—8,061-8,061-100%$2.8M———
Argo Wealth Advisory, LLC
N/A—8,049-8,049-100%$2.8M———
Ellevest, Inc.
N/A—8,019-8,019-100%$2.7M———
Littlejohn Financial Services, Inc.
N/A—8,019-8,019-100%$2.8M———
Kiley Juergens Wealth Management, LLC
N/A—8,010-8,010-100%$2.7M———
LM Advisors LLC
N/A—8,007-8,007-100%$2.7M———
1776 Wealth LLC
N/A—8,003-8,003-100%$2.7M———
Haverford Financial Services, Inc.
N/A—7,977-7,977-100%$2.7M———
Purkiss Capital Advisors LLC
N/A—7,958-7,958-100%$2.7M———
Corsicana & Co.
N/A—7,912-7,912-100%$2.7M———
Mark Sheptoff Financial Planning, LLC
N/A—7,903-7,903-100%$2.7M———
Quent Capital, LLC
N/A—7,875-7,875-100%$2.7M———
One Wealth Advisors, LLC
N/A—7,840-7,840-100%$2.7M———
Fortune Financial Advisors, LLC
N/A—7,828-7,828-100%$2.7M———
Advyzon Investment Management, LLC
N/A—7,807-7,807-100%$2.7M———
TRB Wealth Management, LLC
N/A—7,784-7,784-100%$2.7M———
Financial Engines Advisors L.L.C.
N/A—7,775-7,775-100%$2.7M———
Opal Capital LLC
N/A—7,762-7,762-100%$2.7M———
Optas, LLC
N/A—7,707-7,707-100%$2.6M———
Ironwood Investment Counsel, LLC
N/A—7,672-7,672-100%$2.6M———
Ethos Financial Group, LLC
N/A—7,643-7,643-100%$2.8M———
Titan Global Capital Management USA LLC
N/A—7,639-7,639-100%$2.6M———
North Dallas Bank & Trust Co
N/A—7,607-7,607-100%$2.6M———
Natural Investments, LLC
N/A—7,586-7,586-100%$2.6M———
Provident Co of the Employees of the Hebrew University LTD
N/A—7,582-7,582-100%$2.6M———
Rothschild Wealth LLC
N/A—7,568-7,568-100%$2.6M———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—7,548-7,548-100%$2.6M———
Townsquare Capital LLC
N/A—7,421-7,421-100%$2.5M———
LSV Asset Management
N/A—7,404-7,404-100%$2.5M———
Hollencrest Capital Management
N/A—7,363-7,363-100%$2.5M———
Granite Bay Wealth Management, LLC
N/A—7,334-7,334-100%$2.5M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—7,319-7,319-100%$2.5M———
Stonebridge Financial Planning Group, LLC
N/A—7,314-7,314-100%$2.5M———
Connable Office Inc
N/A—7,311-7,311-100%$2.5M———
Sunstone Asset Management, LP
N/A—7,300-7,300-100%$2.5M———
Keystone Financial Group
N/A—7,285-7,285-100%$2.5M———
Dempze Nancy E
N/A—7,249-7,249-100%$2.5M———
FWL Investment Management, LLC
N/A—7,237-7,237-100%$2.5M———
HHM Wealth Advisors, LLC
N/A—7,233-7,233-100%$2.5M———
Dockside LLC
N/A—7,232-7,232-100%$2.5M———
Everest Private Wealth
N/A—7,223-7,223-100%$2.5M———
Smith, Moore & Co.
N/A—7,200-7,200-100%$2.5M———
Crux Wealth Advisors
N/A—7,198-7,198-100%$2.5M———
Werba Rubin Papier Wealth Management
N/A—7,194-7,194-100%$2.5M———
J. Goldman & Co LP
N/A—7,179-7,179-100%$2.5M———
Resources Management Corp
N/A—7,167-7,167-100%$2.5M———
BTC Capital Management, Inc.
N/A—7,151-7,151-100%$2.5M———
Wills Financial Group LLC
N/A—7,144-7,144-100%$2.5M———
Wealth Advisors of Tampa Bay, LLC
N/A—7,113-7,113-100%$2.4M———
Evolve Private Wealth, LLC
N/A—7,084-7,084-100%$2.4M———
Marble Wealth, LLC
N/A—7,083-7,083-100%$2.4M———
New Republic Capital, LLC
N/A—7,070-7,070-100%$2.4M———
Mcintyre Freedman & Flynn Investment Advisers Inc
N/A—7,053-7,053-100%$2.4M———
FFT Wealth Management LLC
N/A—7,022-7,022-100%$2.4M———
LaSalle St. Investment Advisors, LLC
N/A—7,001-7,001-100%$2.4M———
Strategic Wealth Partners, Ltd.
N/A—6,987-6,987-100%$2.4M———
CVA Family Office, LLC
N/A—6,951-6,951-100%$2.4M———
Storgate, LLC
N/A—6,903-6,903-100%$2.4M———
Defiance ETFs, LLC
N/A—6,891-6,891-100%$2.4M———
BSW Wealth Partners
N/A—6,889-6,889-100%$2.4M———
Pitcairn Wealth Advisors LLC
N/A—6,845-6,845-100%$2.3M———
Money Concepts Capital Corp
N/A—6,822-6,822-100%$2.3M———
Stratos Investment Management, LLC
N/A—6,820-6,820-100%$2.3M———
Basecamp Wealth Advisors LLC
N/A—6,808-6,808-100%$2.3M———
Sivia Capital Partners, LLC
N/A—6,775-6,775-100%$2.3M———
Menard Financial Group LLC
N/A—6,757-6,757-100%$2.3M———
Evergreen Wealth Partners LLC
N/A—6,750-6,750-100%$2.3M———
Seeds Investor LLC
N/A—6,749-6,749-100%$2.3M———
Denali Advisors LLC
N/A—6,739-6,739-100%$2.3M———
South Plains Financial, Inc.
N/A—6,694-6,694-100%$2.3M———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—6,657-6,657-100%$2.3M———
OneAscent Financial Services LLC
N/A—6,631-6,631-100%$2.3M———
Heartland Bank & Trust Co
N/A—6,615-6,615-100%$2.3M———
Two Sigma Securities, LLC
N/A—6,558-6,558-100%$2.2M———
Westmount Partners, LLC
N/A—6,515-6,515-100%$2.2M———
US Asset Management LLC
N/A—6,500-6,500-100%$2.2M———
Saiph Capital, LLC
N/A—6,489-6,489-100%$2.2M———
German American Bancorp, Inc.
N/A—6,466-6,466-100%$2.2M———
Continuum Advisory, LLC
N/A—6,455-6,455-100%$2.2M———
Greenland Capital Management LP
N/A—6,449-6,449-100%$2.2M———
Coppell Advisory Solutions LLC
N/A—6,445-6,445-100%$1.9M———
Wellington Grp LLC
N/A—6,419-6,419-100%$2.2M———
Peak Planning Group, LLC
N/A—6,410-6,410-100%$2.2M———
Paces Ferry Wealth Advisors, LLC
N/A—6,404-6,404-100%$2.2M———
Mainstay Capital Management LLC
N/A—6,395-6,395-100%$2.2M———
Brookwood Investment Group LLC
N/A—6,381-6,381-100%$2.2M———
Hamrick Investment Counsel, llc
N/A—6,375-6,375-100%$2.2M———
Conway Capital Management, Inc.
N/A—6,358-6,358-100%$2.2M———
TFR Capital, Llc.
N/A—6,338-6,338-100%$2.2M———
West Family Investments, Inc.
N/A—6,337-6,337-100%$2.2M———
Brown Financial Advisors
N/A—6,325-6,325-100%$2.2M———
Boreal Capital Management LLC
N/A—6,306-6,306-100%$2.2M———
Bridgefront Capital, LLC
N/A—6,234-6,234-100%$2.1M———
Nicholson Wealth Management Group, LLC
N/A—6,206-6,206-100%$2.1M———
Topsail Wealth Management, LLC
N/A—6,195-6,195-100%$2.1M———
Harbor Advisory Corp
N/A—6,175-6,175-100%$2.1M———
SHP Wealth Management
N/A—6,174-6,174-100%$2.1M———
Circle Wealth Management, LLC
N/A—6,157-6,157-100%$2.1M———
Cape ANN Savings Bank
N/A—6,141-6,141-100%$2.1M———
Buckley Wealth Management, LLC
N/A—6,114-6,114-100%$2.1M———
Polymer Capital Management (HK) LTD
N/A—6,077-6,077-100%$2.1M———
IKE Capital, LLC
N/A—6,073-6,073-100%$2.1M———
Ramirez Asset Management, Inc.
N/A—6,059-6,059-100%$2.1M———
Everpar Advisors LLC
N/A—6,027-6,027-100%$2.1M———
Lionhunter Capital Management, LLC
N/A—6,026-6,026-100%$2.1M———
Encore Global Management, LP
N/A—6,000-6,000-100%$2.1M———
HighVista Strategies LLC
N/A—5,961-5,961-100%$2.0M———
Allred Capital Management, LLC
N/A—5,937-5,937-100%$2.0M———
Northwest Bancshares, Inc.
N/A—5,928-5,928-100%$2.0M———
Cambient Family Office, LLC
N/A—5,887-5,887-100%$2.0M———
Shay Capital LLC
N/A—5,850-5,850-100%$2.0M———
Hamel Associates, Inc.
N/A—5,788-5,788-100%$2.0M———
Twin Lakes Capital Management, LLC
N/A—5,770-5,770-100%$2.0M———
Astoria Portfolio Advisors Llc.
N/A—5,748-5,748-100%$2.0M———
Xcelsior Advisor Partners LLC
N/A—5,697-5,697-100%$2.0M———
Ketron Financial
N/A—5,687-5,687-100%$2.0M———
Strategic Investment Advisors / MI
N/A—5,684-5,684-100%$2.0M———
Cvfg LLC
N/A—5,671-5,671-100%$1.9M———
First National Advisers, LLC
N/A—5,666-5,666-100%$1.9M———
Octavia Wealth Advisors, LLC
N/A—5,656-5,656-100%$1.9M———
Requisite Capital Management, LLC
N/A—5,638-5,638-100%$1.9M———
Lombard Odier Asset Management (Europe) Ltd
N/A—5,607-5,607-100%$1.9M———
Cascades Capital Asset Management, LLC
N/A—5,599-5,599-100%$1.9M———
MJP Associates Inc
N/A—5,585-5,585-100%$1.9M———
Cypress Capital Management LLC (WY)
N/A—5,578-5,578-100%$1.9M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—5,570-5,570-100%$1.9M———
Wrapmanager Inc
N/A—5,566-5,566-100%$1.9M———
Atlas Capital Advisors Inc.
N/A—5,564-5,564-100%$1.9M———
Fortis Capital Advisors, LLC
N/A—5,552-5,552-100%$1.9M———
Private Harbour Investment Management & Counsel, LLC
N/A—5,546-5,546-100%$1.9M———
Sovereign Financial Group, Inc.
N/A—5,456-5,456-100%$1.9M———
IFC Advisors LLC
N/A—5,448-5,448-100%$1.9M———
Barr E S & Co
N/A—5,388-5,388-100%$1.8M———
Ithaka Group LLC
N/A—5,343-5,343-100%$1.8M———
Carl P. Sherr & Co., LLC
N/A—5,332-5,332-100%$1.8M———
Sargent Investment Group, LLC
N/A—5,323-5,323-100%$1.8M———
Mirabaud Asset Management Ltd
N/A—5,317-5,317-100%$1.8M———
Stance Capital LLC
N/A—5,313-5,313-100%$1.8M———
Alpine Woods Capital Investors, LLC
N/A—5,284-5,284-100%$1.8M———
Drucker Wealth 3.0, LLC
N/A—5,270-5,270-100%$1.8M———
Tevis Investment Management
N/A—5,262-5,262-100%$1.8M———
Geneva Capital Management LLC
N/A—5,256-5,256-100%$1.8M———
Ariadne Wealth Management, LP
N/A—5,248-5,248-100%$1.8M———
Beaton Management Co. Inc.
N/A—5,214-5,214-100%$1.8M———
PFC Capital Group, Inc.
N/A—5,207-5,207-100%$1.8M———
RBO & Co LLC
N/A—5,187-5,187-100%$1.8M———
Accretive Wealth Partners, LLC
N/A—5,159-5,159-100%$1.8M———
Tradition Wealth Management, LLC
N/A—5,153-5,153-100%$1.8M———
Baron Silver Stevens Financial Advisors, LLC
N/A—5,136-5,136-100%$1.8M———
Wulff, Hansen & Co.
N/A—5,110-5,110-100%$1.8M———
Caldwell Investment Management Ltd.
N/A—5,100-5,100-100%$1.7M———
Aft, Forsyth & Sober, LLC
N/A—5,100-5,100-100%$1.5M———
Prasad Wealth Partners, LLC
N/A—5,048-5,048-100%$1.7M———
Roberts Glore & Co Inc
N/A—5,021-5,021-100%$1.7M———
Pinnacle West Asset Management, Inc.
N/A—5,020-5,020-100%$1.7M———
Earned Wealth Advisors, LLC
N/A—5,011-5,011-100%$1.7M———
Aigen Investment Management, LP
N/A—5,009-5,009-100%$1.7M———
Menora Mivtachim Holdings Ltd.
N/A—5,000-5,000-100%$1.7M———
Sentinel Dome Partners, LLC
N/A—5,000-5,000-100%$1.7M———
Cahill Financial Advisors Inc
N/A—4,980-4,980-100%$1.7M———
Alesco Advisors, LLC, An ESL Co
N/A—4,950-4,950-100%$1.7M———
IFG Advisory, LLC
N/A—4,940-4,940-100%$1.7M———
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A—4,914-4,914-100%$1.7M———
Legacy Edge Advisors, LLC
N/A—4,913-4,913-100%$1.7M———
Secured Retirement Advisors, LLC
N/A—4,872-4,872-100%$1.7M———
Castle Wealth Management LLC
N/A—4,839-4,839-100%$1.7M———
Sagewood Asset Management LP
N/A—4,821-4,821-100%$1.7M———
Gould Capital, LLC
N/A—4,816-4,816-100%$1.7M———
Stonebrook Private Inc.
N/A—4,814-4,814-100%$1.7M———
Pgim Custom Harvest LLC
N/A—4,810-4,810-100%$1.7M———
Knuff & Co LLC
N/A—4,797-4,797-100%$1.6M———
Alteri Wealth LLC
N/A—4,786-4,786-100%$1.6M———
Perissos Private Wealth Management, LLC
N/A—4,768-4,768-100%$1.6M———
Icon Advisers Inc
N/A—4,750-4,750-100%$1.6M———
Hexagon Capital Partners LLC
N/A—4,709-4,709-100%$1.6M———
Delta Investment Management, LLC
N/A—4,706-4,706-100%$1.6M———
Reyl & Cie S.A.
N/A—4,701-4,701-100%$1.4M———
Easterly Investment Partners LLC
N/A—4,700-4,700-100%$1.6M———
Twin Tree Management, LP
N/A—4,678-4,678-100%$1.6M———
Greykasell Wealth Strategies, Inc.
N/A—4,676-4,676-100%$1.6M———
Florida Financial Advisors, LLC
N/A—4,667-4,667-100%$1.6M———
Horizon Kinetics Asset Management LLC
N/A—4,666-4,666-100%$1.6M———
Bank of Marin
N/A—4,634-4,634-100%$1.6M———
VeraBank, N.A.
N/A—4,629-4,629-100%$1.6M———
Harbour Investment Management LLC
N/A—4,618-4,618-100%$1.6M———
one8zero8, LLC
N/A—4,615-4,615-100%$1.6M———
CastleKnight Management LP
N/A—4,600-4,600-100%$1.6M———
Legato Capital Management LLC
N/A—4,583-4,583-100%$1.6M———
Magnolia Capital Advisors LLC
N/A—4,579-4,579-100%$1.6M———
Main Street Financial Solutions, LLC
N/A—4,568-4,568-100%$1.6M———
Kane Investment Management, Inc.
N/A—4,557-4,557-100%$1.6M———
Fiducient Advisors LLC
N/A—4,555-4,555-100%$1.6M———
Headinvest, LLC
N/A—4,546-4,546-100%$1.6M———
First Commonwealth Financial Corp
N/A—4,542-4,542-100%$1.6M———
Landing Point Financial Group, LLC
N/A—4,541-4,541-100%$1.6M———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—4,529-4,529-100%$1.6M———
Sunflower Bank, N.A.
N/A—4,524-4,524-100%$1.6M———
Cyber Hornet ETFs LLC
N/A—4,523-4,523-100%$1.6M———
Fort Point Capital Partners LLC
N/A—4,517-4,517-100%$1.5M———
Dougherty & Associates, LLC
N/A—4,504-4,504-100%$1.5M———
Mountain Capital Investment Advisors Inc.
N/A—4,502-4,502-100%$1.5M———
Calydon Capital
N/A—4,474-4,474-100%$1.5M———
Berkshire Asset Management LLC
N/A—4,470-4,470-100%$1.5M———
Aspire Growth Partners LLC
N/A—4,456-4,456-100%$1.5M———
Frisch Financial Group, Inc.
N/A—4,413-4,413-100%$1.5M———
Waddell & Associates, LLC
N/A—4,411-4,411-100%$1.5M———
Game Plan Financial Advisors, LLC
N/A—4,391-4,391-100%$1.5M———
Delta Asset Management LLC
N/A—4,388-4,388-100%$1.5M———
Clarion Wealth Managment Partners, LLC
N/A—4,382-4,382-100%$1.5M———
White Knight Strategic Wealth Advisors, LLC
N/A—4,358-4,358-100%$1.5M———
Gateway Wealth Partners, LLC
N/A—4,355-4,355-100%$1.5M———
Galilei Investment Office LLP
N/A—4,351-4,351-100%$1.5M———
Limestone Investment Advisors LP
N/A—4,314-4,314-100%$1.5M———
Klcm Advisors, Inc.
N/A—4,310-4,310-100%$1.5M———
Titiun Yejiel
N/A—4,300-4,300-100%$1.5M———
KilterHowling LLC
N/A—4,297-4,297-100%$1.5M———
Tiaa Trust, National Association
N/A—4,284-4,284-100%$1.5M———
SkyView Investment Advisors, LLC
N/A—4,275-4,275-100%$1.5M———
Estabrook Capital Management
N/A—4,271-4,271-100%$1.5M———
Tiemann Investment Advisors, LLC
N/A—4,268-4,268-100%$1.5M———
Olde Wealth Management, LLC
N/A—4,259-4,259-100%$1.5M———
Madison Wealth Partners, Inc
N/A—4,233-4,233-100%$1.5M———
Vela Investment Management, LLC
N/A—4,225-4,225-100%$1.4M———
Wallace Capital Management Inc.
N/A—4,222-4,222-100%$1.4M———
SBI Okasan Asset Management Co.Ltd.
N/A—4,195-4,195-100%$1.4M———
Evolutionary Tree Capital Management, LLC
N/A—4,192-4,192-100%$1.4M———
AR Asset Management Inc
N/A—4,185-4,185-100%$1.4M———
Thornburg Investment Management Inc
N/A—4,166-4,166-100%$1.4M———
Elgethun Capital Management
N/A—4,148-4,148-100%$1.4M———
Patron Partners, LLC
N/A—4,144-4,144-100%$1.4M———
Founders Financial Alliance, LLC
N/A—4,131-4,131-100%$1.4M———
Swiss RE LTD
N/A—4,126-4,126-100%$1.4M———
GWN Securities Inc.
N/A—4,123-4,123-100%$1.4M———
Range Advisory, LLC
N/A—4,121-4,121-100%$1.4M———
Staley Capital Advisers Inc
N/A—4,114-4,114-100%$1.4M———
Mcguire Capital Advisors Inc
N/A—4,108-4,108-100%$1.4M———
Triton Financial Group Inc
N/A—4,103-4,103-100%$1.4M———
Knightsbridge Asset Management, LLC
N/A—4,096-4,096-100%$1.4M———
Lbmc Investment Advisors, LLC
N/A—4,093-4,093-100%$1.4M———
X-Square Capital, LLC
N/A—4,073-4,073-100%$1.4M———
Ritter Daniher Financial Advisory LLC / de
N/A—4,037-4,037-100%$1.4M———
Genesis Financial Group, LLC
N/A—4,021-4,021-100%$1.4M———
Tudor Financial Inc.
N/A—4,021-4,021-100%$1.4M———
Bank Hapoalim BM
N/A—4,011-4,011-100%$1.4M———
Harbor Advisors LLC
N/A—4,000-4,000-100%$1.4M———
City National Bank of Florida
N/A—3,977-3,977-100%$1.4M———
Dunhill Financial, LLC
N/A—3,970-3,970-100%$1.4M———
Tailwinds Wealth, LLC
N/A—3,908-3,908-100%$1.3M———
Empirical Asset Management, LLC
N/A—3,893-3,893-100%$1.3M———
Satovsky Asset Management LLC
N/A—3,881-3,881-100%$1.3M———
Berkeley Capital Partners, LLC
N/A—3,865-3,865-100%$1.3M———
Spwm Advisors LLC
N/A—3,858-3,858-100%$1.4M———
Operose Advisors LLC
N/A—3,848-3,848-100%$1.3M———
Aventura Private Wealth, LLC
N/A—3,823-3,823-100%$1.3M———
Resolute Wealth Strategies, LLC
N/A—3,786-3,786-100%$1.3M———
Cornerstone Select Advisors, LLC
N/A—3,783-3,783-100%$1.3M———
Members Trust Co
N/A—3,760-3,760-100%$1.3M———
Godshalk Welsh Capital Management, Inc.
N/A—3,745-3,745-100%$1.3M———
Tobias Financial Advisors, Inc.
N/A—3,722-3,722-100%$1.3M———
AXA S.A.
N/A—3,718-3,718-100%$1.1M———
SMA Capital LLC
N/A—3,712-3,712-100%$1.3M———
Caxton Associates LLP
N/A—3,708-3,708-100%$1.3M———
Mendel Capital Management LLC
N/A—3,683-3,683-100%$1.3M———
Dean Investment Associates, LLC
N/A—3,682-3,682-100%$1.3M———
XTX Topco Ltd
N/A—3,675-3,675-100%$1.3M———
Bragg Financial Advisors, Inc
N/A—3,672-3,672-100%$1.3M———
GSA Capital Partners LLP
N/A—3,660-3,660-100%$1.3M———
Spreng Capital Management, Inc.
N/A—3,657-3,657-100%$1.3M———
Granite Harbor Advisors, Inc.
N/A—3,650-3,650-100%$1.3M———
Richmond Brothers, Inc.
N/A—3,634-3,634-100%$1.2M———
Beck Bode, LLC
N/A—3,625-3,625-100%$1.2M———
Round Hill Asset Management
N/A—3,611-3,611-100%$1.2M———
Liberty Wealth Management LLC
N/A—3,595-3,595-100%$1.1M———
Trustmark Bank Trust Department
N/A—3,591-3,591-100%$1.2M———
Gould Asset Management LLC
N/A—3,574-3,574-100%$1.2M———
FWG Holdings, LLC
N/A—3,572-3,572-100%$1.3M———
Purpose Unlimited Inc.
N/A—3,559-3,559-100%$1.2M———
Prelude Capital Management, LLC
N/A—3,550-3,550-100%$1.2M———
Private Advisory Group LLC
N/A—3,543-3,543-100%$1.2M———
Khazanah Nasional Berhad
N/A—3,524-3,524-100%$1.2M———
EWA, LLC
N/A—3,523-3,523-100%$1.2M———
Marex Group Ltd
N/A—3,510-3,510-100%$1.2M———
Hartford Funds Management Co LLC
N/A—3,503-3,503-100%$1.2M———
McLaughlin Asset Management, Inc.
N/A—3,503-3,503-100%$1.2M———
Rogco, LP
N/A—3,502-3,502-100%$1.2M———
Fielder Capital Group LLC
N/A—3,491-3,491-100%$1.2M———
McLean Asset Management Corp
N/A—3,473-3,473-100%$1.3M———
Citizens Business Bank
N/A—3,470-3,470-100%$1.2M———
Intellus Advisors LLC
N/A—3,465-3,465-100%$1.2M———
Signet Private Wealth LLC
N/A—3,454-3,454-100%$1.2M———
TAGStone Capital, Inc.
N/A—3,452-3,452-100%$1.2M———
Silicon Valley Capital Partners
N/A—3,449-3,449-100%$1.2M———
Faithward Advisors, LLC
N/A—3,436-3,436-100%$1.2M———
Brio Consultants, LLC
N/A—3,425-3,425-100%$1.2M———
N.E.W. Advisory Services LLC
N/A—3,419-3,419-100%$1.2M———
Generali Investments Towarzystwo Funduszy Inwestycyjnych
N/A—3,400-3,400-100%$1.2M———
Somerville Kurt F
N/A—3,400-3,400-100%$1.2M———
Harbour Wealth Management Group, Inc.
N/A—3,377-3,377-100%$1.2M———
Barbara Oil Co.
N/A—3,350-3,350-100%$1.1M———
Hodges Capital Management Inc.
N/A—3,344-3,344-100%$1.1M———
Quattro Advisors LLC
N/A—3,338-3,338-100%$1.1M———
Keystone Financial Services
N/A—3,334-3,334-100%$1.1M———
Phillips Wealth Planners LLC
N/A—3,311-3,311-100%$1.2M———
Arrowroot Family Office, LLC
N/A—3,298-3,298-100%$1.1M———
Alta Wealth Advisors LLC
N/A—3,293-3,293-100%$1.1M———
Yarger Wealth Strategies, LLC
N/A—3,286-3,286-100%$1.1M———
First Financial Bankshares Inc
N/A—3,280-3,280-100%$1.1M———
First National Bank of Hutchinson
N/A—3,264-3,264-100%$1.1M———
Maren Capital LLC
N/A—3,242-3,242-100%$1.1M———
Orion Capital Management LLC
N/A—3,238-3,238-100%$1.1M———
Cloud Capital Management, LLC
N/A—3,204-3,204-100%$1.1M———
Hansen & Associates Financial Group, Inc.
N/A—3,199-3,199-100%$1.1M———
Mrwm Advisors, LLC
N/A—3,191-3,191-100%$1.1M———
Keating Financial Advisory Services, Inc.
N/A—3,189-3,189-100%$1.1M———
Kapstone Financial Advisors LLC
N/A—3,170-3,170-100%$1.1M———
Legacy Wealth Advisors, LLC
N/A—3,169-3,169-100%$1.1M———
Z3 Capital Partners, LLC
N/A—3,160-3,160-100%$1.1M———
Integrated Investment Consultants, LLC
N/A—3,152-3,152-100%$1.1M———
OneAscent Family Office, LLC
N/A—3,151-3,151-100%$1.1M———
Bedel Financial Consulting, Inc.
N/A—3,136-3,136-100%$1.1M———
Bull Harbor Capital LLC
N/A—3,117-3,117-100%$1.1M———
Fiduciary Financial Advisors
N/A—3,076-3,076-100%$1.1M———
Future Fund LLC
N/A—3,072-3,072-100%$1.1M———
Dover Advisors, LLC
N/A—3,055-3,055-100%$1.1M———
Hutchinson Capital Management
N/A—3,033-3,033-100%$1.0M———
FLC Capital Advisors
N/A—3,033-3,033-100%$1.0M———
Paradigm Capital Management, LLC
N/A—3,026-3,026-100%$1.0M———
New World Advisors LLC
N/A—3,005-3,005-100%$1.0M———
Runnymede Capital Advisors, Inc.
N/A—3,003-3,003-100%$1.0M———
Campion Asset Management
N/A—2,994-2,994-100%$1.0M———
Aster Capital Management (Difc) Ltd
N/A—2,974-2,974-100%$1.0M———
TCM Advisors, LLC
N/A—2,972-2,972-100%$1.0M———
Pointe Capital Management LLC
N/A—2,971-2,971-100%$1.0M———
1248 Management, LLC
N/A—2,963-2,963-100%$1.0M———
Yukon Wealth Management, Inc.
N/A—2,961-2,961-100%$1.0M———
Marietta Investment Partners LLC
N/A—2,929-2,929-100%$1.0M———
LeClair Wealth Partners LLC
N/A—2,925-2,925-100%$1.0M———
Drake & Associates, LLC
N/A—2,925-2,925-100%$1.0M———
GTS Securities LLC
N/A—2,925-2,925-100%$1.0M———
Dimension Capital Management LLC
N/A—2,919-2,919-100%$1.0M———
Safeguard Investment Advisory Group, LLC
N/A—2,913-2,913-100%$1.0M———
JT Stratford LLC
N/A—2,886-2,886-100%$990.2K———
44 Wealth Management LLC
N/A—2,885-2,885-100%$989.8K———
Capital Financial Group Inc\co\
N/A—2,884-2,884-100%$989.5K———
Palisades Hudson Asset Management, L.P.
N/A—2,873-2,873-100%$973.0K———
Saturna Capital Corp
N/A—2,869-2,869-100%$1.0M———
Coign Capital Advisors LLC
N/A—2,866-2,866-100%$983.3K———
Maripau Wealth Management LLC
N/A—2,864-2,864-100%$984.2K———
Sharp Wealth Advisory, LLC
N/A—2,853-2,853-100%$978.7K———
Tranquilli Financial Advisor LLC
N/A—2,847-2,847-100%$976.8K———
Wealthquest Corp
N/A—2,846-2,846-100%$976.4K———
West Michigan Advisors, LLC
N/A—2,840-2,840-100%$974.4K———
Ironwood Investment Management LLC
N/A—2,834-2,834-100%$972.3K———
KDT Advisors, LLC
N/A—2,829-2,829-100%$970.6K———
Kera Capital Partners, Inc.
N/A—2,803-2,803-100%$961.7K———
S Harris Financial Group, LLC
N/A—2,802-2,802-100%$961.3K———
GenTrust, LLC
N/A—2,778-2,778-100%$952.9K———
Orleans Capital Management Corp
N/A—2,774-2,774-100%$951.7K———
Red Wave Investments LLC
N/A—2,767-2,767-100%$949.3K———
Omnia Family Wealth, LLC
N/A—2,744-2,744-100%$941.4K———
Wealth Advisors of Iowa, LLC
N/A—2,741-2,741-100%$940.3K———
Alexander Labrunerie & Co., Inc.
N/A—2,738-2,738-100%$939.4K———
Quantbot Technologies LP
N/A—2,738-2,738-100%$939.4K———
Cardiff Park Advisors, LLC
N/A—2,738-2,738-100%$939.4K———
Elk River Wealth Management LLC
N/A—2,728-2,728-100%$936.0K———
Van Diest Capital, LLC
N/A—2,722-2,722-100%$933.8K———
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.
N/A—2,720-2,720-100%$933.2K———
Avise Financial Cooperative, Inc.
N/A—2,716-2,716-100%$931.8K———
Aspen Wealth Strategies, LLC
N/A—2,709-2,709-100%$929.4K———
Blalock Williams, LLC
N/A—2,704-2,704-100%$927.7K———
Gentry Private Wealth, LLC
N/A—2,696-2,696-100%$925.0K———
BlackDiamond Wealth Management, LLC
N/A—2,684-2,684-100%$969.8K———
Planning Alternatives LTD
N/A—2,663-2,663-100%$913.6K———
Sierra Capital LLC
N/A—2,659-2,659-100%$912.3K———
NorthStar Asset Management LLC
N/A—2,659-2,659-100%$912.4K———
Evernest Financial Advisors, LLC
N/A—2,652-2,652-100%$909.9K———
UP Strategic Wealth Investment Advisors LLC
N/A—2,642-2,642-100%$973.7K———
Garden State Investment Advisory Services LLC
N/A—2,631-2,631-100%$902.8K———
Wealth Management Associates, Inc.
N/A—2,628-2,628-100%$901.7K———
SGL Investment Advisors, Inc.
N/A—2,624-2,624-100%$948.1K———
Clarendon Private LLC
N/A—2,623-2,623-100%$899.8K———
One Wealth Map LLC
N/A—2,579-2,579-100%$950.9K———
Mach-1 Financial Group, LLC
N/A—2,553-2,553-100%$876.0K———
Elefante Mark B
N/A—2,550-2,550-100%$874.9K———
Invictus Private Wealth, LLC
N/A—2,545-2,545-100%$873.2K———
Charter Research & Investment Group, Inc.
N/A—2,520-2,520-100%$864.6K———
Calton & Associates, Inc.
N/A—2,490-2,490-100%$854.4K———
OneAscent Investment Solutions LLC
N/A—2,490-2,490-100%$854.3K———
Invst, LLC
N/A—2,489-2,489-100%$854.0K———
Sandy Cove Advisors, LLC
N/A—2,475-2,475-100%$849.3K———
Millstone Evans Group, LLC
N/A—2,470-2,470-100%$847.4K———
Alexis Investment Partners, LLC
N/A—2,444-2,444-100%$835.0K———
Bouchey Financial Group, Ltd.
N/A—2,434-2,434-100%$835.1K———
OneAscent Wealth Management LLC
N/A—2,434-2,434-100%$835.1K———
Forefront Wealth Partners, LLC
N/A—2,431-2,431-100%$834.1K———
Falcon Wealth Planning
N/A—2,428-2,428-100%$833.0K———
Jackson Thornton Wealth Management, LLC
N/A—2,426-2,426-100%$832.3K———
Vega Investment Solutions
N/A—2,417-2,417-100%$829.2K———
Palogic Value Management, L.P.
N/A—2,417-2,417-100%$829.2K———
Fi3 Financial Advisors, LLC
N/A—2,413-2,413-100%$252.6K———
Wall Street Financial Group, Inc.
N/A—2,413-2,413-100%$827.9K———
Fairview Capital Investment Management, LLC
N/A—2,410-2,410-100%$826.8K———
Eaton Financial Holdings Company, LLC
N/A—2,403-2,403-100%$824.4K———
Moment Partners, LLC
N/A—2,399-2,399-100%$822.9K———
Shepherd Wealth Management Ltd Liability Co
N/A—2,393-2,393-100%$873.0K———
EntryPoint Capital, LLC
N/A—2,386-2,386-100%$818.6K———
Gator Capital Management, LLC
N/A—2,385-2,385-100%$818.3K———
Sonoma Private Wealth LLC
N/A—2,383-2,383-100%$817.6K———
Prosperity Bancshares Inc
N/A—2,380-2,380-100%$816.6K———
Flatrock Wealth Partners LLC
N/A—2,372-2,372-100%$813.9K———
1015 Capital Partners, LLC
N/A—2,364-2,364-100%$811.1K———
Warner Group LLC
N/A—2,339-2,339-100%$802.5K———
Prostatis Group LLC
N/A—2,328-2,328-100%$798.9K———
Snowwater Investment Partners, LLC
N/A—2,324-2,324-100%$797.3K———
Hemenway Trust Co LLC
N/A—2,311-2,311-100%$793.0K———
Matters Capital LLC
N/A—2,306-2,306-100%$791.2K———
Indie Asset Partners, LLC
N/A—2,305-2,305-100%$790.9K———
Kilter Group LLC
N/A—2,304-2,304-100%$790.5K———
Fairfield, Bush & Co.
N/A—2,279-2,279-100%$781.9K———
Cofg Advisors, LLC
N/A—2,274-2,274-100%$780.1K———
ArrowMark Colorado Holdings LLC
N/A—2,268-2,268-100%$778.1K———
Severin Investments, LLC
N/A—2,264-2,264-100%$776.8K———
Uniting Wealth Partners, LLC
N/A—2,255-2,255-100%$773.8K———
Barnes Pettey Financial Advisors, LLC
N/A—2,235-2,235-100%$766.8K———
CCG Wealth Management, LLC
N/A—2,232-2,232-100%$765.7K———
PAX Financial Group, LLC
N/A—2,231-2,231-100%$765.4K———
Schrum Private Wealth Management LLC
N/A—2,230-2,230-100%$698.0K———
Trevian Wealth Management LLC
N/A—2,218-2,218-100%$761.0K———
E Fund Management (Hong Kong) Co., Ltd.
N/A—2,190-2,190-100%$751.4K———
Vance Wealth, LLC
N/A—2,180-2,180-100%$748.0K———
Vantus Wealth LLC
N/A—2,175-2,175-100%$746.3K———
Westfuller Advisors, LLC
N/A—2,172-2,172-100%$745.1K———
Laraway Financial Advisors Inc
N/A—2,160-2,160-100%$741.1K———
Wellington-Altus USA Inc.
N/A—2,160-2,160-100%$652.8K———
Aspen Grove Capital, LLC
N/A—2,159-2,159-100%$740.8K———
Dogwood Wealth Management LLC
N/A—2,157-2,157-100%$740.0K———
Apriem Advisors
N/A—2,153-2,153-100%$738.7K———
DV Trading LLC
N/A—2,152-2,152-100%$738.3K———
Atlas Legacy Advisors, LLC
N/A—2,151-2,151-100%$727.5K———
Mpwm Advisory Solutions, LLC
N/A—2,147-2,147-100%$736.5K———
Mayport, LLC
N/A—2,139-2,139-100%$733.9K———
Elite Life Management LLC
N/A—2,133-2,133-100%$786.0K———
Godfrey Financial Associates, Inc.
N/A—2,115-2,115-100%$725.8K———
Vista Capital Partners, Inc.
N/A—2,115-2,115-100%$725.6K———
RiverGlades Family Offices LLC
N/A—2,111-2,111-100%$724.3K———
Emerald Advisers, LLC
N/A—2,095-2,095-100%$718.8K———
Guardian Capital, LLC
N/A—2,094-2,094-100%$718.4K———
Twin Peaks Wealth Advisors, LLC
N/A—2,087-2,087-100%$716.0K———
CTC Alternative Strategies, Ltd.
N/A—2,080-2,080-100%$713.6K———
BlueSpruce Investments, LP
N/A—2,077-2,077-100%$712.6K———
Mane Global Capital Management LP
N/A—2,075-2,075-100%$711.9K———
Quantessence Capital LLC
N/A—2,073-2,073-100%$711.2K———
FreeGulliver LLC
N/A—2,069-2,069-100%$709.7K———
Alpha Zero LLC
N/A—2,053-2,053-100%$749.8K———
Ellenbecker Investment Group
N/A—2,041-2,041-100%$700.5K———
Mason & Associates Inc
N/A—2,022-2,022-100%$693.9K———
FJ Capital Management LLC
N/A—2,020-2,020-100%$693.0K———
Sonoma Allocations LLC
N/A—2,015-2,015-100%$711.5K———
Inspire Advisors, LLC
N/A—2,011-2,011-100%$689.9K———
Cohen & Steers, Inc.
N/A—2,000-2,000-100%$686.0K———
Birnam Oak Advisors, LP
N/A—2,000-2,000-100%$686.2K———
Warther Private Wealth, LLC
N/A—2,000-2,000-100%$686.2K———
Lombard Odier Asset Management (USA) Corp
N/A—2,000-2,000-100%$686.2K———
Osbon Capital Management LLC
N/A—1,999-1,999-100%$686.1K———
Banco BTG Pactual S.A.
N/A—1,993-1,993-100%$683.8K———
Consilio Wealth Advisors, LLC
N/A—1,966-1,966-100%$674.6K———
Coastwise Capital Group, LLC
N/A—1,958-1,958-100%$671.6K———
CoreFirst Bank & Trust
N/A—1,950-1,950-100%$669.0K———
Truepoint, Inc.
N/A—1,941-1,941-100%$665.9K———
Maridea Wealth Management LLC
N/A—1,938-1,938-100%$664.9K———
Caerus Investment Advisors, LLC
N/A—1,932-1,932-100%$662.9K———
Permanent Capital Management, LP
N/A—1,913-1,913-100%$656.3K———
Volterra Technologies LP
N/A—1,912-1,912-100%$656.0K———
Heartland Advisors Inc
N/A—1,905-1,905-100%$653.6K———
Pennington Partners & Co., LLC
N/A—1,898-1,898-100%$651.1K———
Rice Partnership, LLC
N/A—1,889-1,889-100%$648.1K———
Clifford Group, LLC
N/A—1,878-1,878-100%$644.2K———
Aristotle Capital Management, LLC
N/A—1,865-1,865-100%$639.9K———
Klingenstein Fields & Co LP
N/A—1,863-1,863-100%$639.2K———
Wallace Advisory Group, LLC
N/A—1,861-1,861-100%$638.5K———
Legend Financial Advisors, Inc.
N/A—1,859-1,859-100%$637.8K———
Winslow Asset Management Inc
N/A—1,856-1,856-100%$637.0K———
Centiva Capital, LP
N/A—1,846-1,846-100%$633.3K———
iSAM Funds (UK) Ltd
N/A—1,840-1,840-100%$631.3K———
Planning Center, Inc.
N/A—1,834-1,834-100%$629.2K———
Oder Investment Management, LLC
N/A—1,829-1,829-100%$627.7K———
Rodgers Brothers Inc.
N/A—1,823-1,823-100%$625.5K———
NewSquare Capital LLC
N/A—1,822-1,822-100%$625.1K———
New Insight Wealth Advisors
N/A—1,817-1,817-100%$623.4K———
Integrity Financial Corp
N/A—1,806-1,806-100%$619.7K———
FCA Corp
N/A—1,799-1,799-100%$617.2K———
Cercano Management LLC
N/A—1,787-1,787-100%$613.1K———
Harvest Investment Services, LLC
N/A—1,787-1,787-100%$613.1K———
Disciplined Investors, L.L.C.
N/A—1,778-1,778-100%$610.1K———
Goldstone Financial Group, LLC
N/A—1,766-1,766-100%$605.9K———
Bellevue Asset Management, LLC
N/A—1,766-1,766-100%$606.0K———
Wayfinding Financial, LLC
N/A—1,763-1,763-100%$604.0K———
Wexford Capital LP
N/A—1,763-1,763-100%$604.9K———
GW&K Investment Management, LLC
N/A—1,757-1,757-100%$603.0K———
Precision Wealth Strategies, LLC
N/A—1,757-1,757-100%$602.9K———
Talisman Wealth Advisors LLC
N/A—1,746-1,746-100%$598.9K———
Carter Financial, LLC
N/A—1,739-1,739-100%$596.6K———
Pine Harbor Wealth Management, LLC
N/A—1,722-1,722-100%$590.7K———
Carmignac Gestion
N/A—1,721-1,721-100%$590.5K———
Sollinda Capital Management LLC
N/A—1,720-1,720-100%$590.1K———
Bantamac Capital, LLC
N/A—1,710-1,710-100%$586.7K———
St. Nicholas Private Asset Management, Inc
N/A—1,704-1,704-100%$584.6K———
JTC Employer Solutions Trustee Ltd
N/A—1,700-1,700-100%$583.0K———
Parkwoods Wealth Partners, LLC
N/A—1,686-1,686-100%$578.5K———
Tower Wealth Partners, Inc.
N/A—1,686-1,686-100%$578.5K———
McMillan Office, Inc.
N/A—1,681-1,681-100%$576.7K———
Tandem Wealth Advisors LLC
N/A—1,681-1,681-100%$576.7K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—1,680-1,680-100%$576.4K———
Holistic Financial Partners
N/A—1,678-1,678-100%$575.7K———
Acorns Advisers, LLC
N/A—1,676-1,676-100%$575.0K———
Financial Alternatives, Inc
N/A—1,676-1,676-100%$574.9K———
Beto Financial Group, LLC
N/A—1,670-1,670-100%$602.2K———
Pasadena Private Wealth, LLC
N/A—1,670-1,670-100%$573.0K———
Rollins Financial Advisors, LLC
N/A—1,664-1,664-100%$570.9K———
Ruggaard & Associates LLC
N/A—1,662-1,662-100%$570.1K———
Cascade Financial Partners, LLC
N/A—1,650-1,650-100%$565.9K———
Element Wealth, LLC
N/A—1,649-1,649-100%$565.7K———
Providence Capital Advisors, LLC
N/A—1,646-1,646-100%$564.9K———
Potentia Wealth
N/A—1,646-1,646-100%$564.8K———
George Kaiser Family Foundation
N/A—1,645-1,645-100%$564.4K———
Core Wealth Advisors, Inc.
N/A—1,643-1,643-100%$563.6K———
Daner Wealth Management, LLC
N/A—1,643-1,643-100%$600.5K———
SageGuard Financial Group, LLC
N/A—1,643-1,643-100%$563.8K———
Shufro Rose & Co LLC
N/A—1,640-1,640-100%$562.6K———
Ames National Corp
N/A—1,619-1,619-100%$555.3K———
Tolleson Wealth Management, Inc.
N/A—1,615-1,615-100%$554.0K———
Greenwich Wealth Management LLC
N/A—1,612-1,612-100%$553.0K———
Capital Investment Management, Inc.
N/A—1,610-1,610-100%$552.5K———
Broyhill Asset Management, LLC
N/A—1,606-1,606-100%$551.0K———
CMT Capital Markets Trading GmbH
N/A—1,602-1,602-100%$550.0K———
Bayview Asset Management, LLC
N/A—1,600-1,600-100%$548.9K———
J. M. Brown & Associates Inc.
N/A—1,599-1,599-100%$548.6K———
Lakeridge Wealth Management LLC
N/A—1,573-1,573-100%$539.8K———
Darden Wealth Group Inc
N/A—1,558-1,558-100%$534.6K———
Blackhawk Capital Partners, LLC
N/A—1,553-1,553-100%$533.0K———
Fosun International Ltd
N/A—1,550-1,550-100%$531.8K———
AdvisorShares Investments LLC
N/A—1,550-1,550-100%$531.8K———
Potomac Fund Management Inc
N/A—1,550-1,550-100%$531.8K———
Tribridge Partners Financial LLC
N/A—1,542-1,542-100%$559.0K———
denkapparat Operations GmbH
N/A—1,532-1,532-100%$525.6K———
GatePass Capital, LLC
N/A—1,526-1,526-100%$523.6K———
Capstone Financial Advisors, Inc.
N/A—1,506-1,506-100%$516.7K———
Muirfield Wealth Advisors LLC
N/A—1,504-1,504-100%$515.9K———
Sound Capital Solutions LLC
N/A—1,496-1,496-100%$513.3K———
Seldon Capital LP
N/A—1,496-1,496-100%$513.3K———
Optimize Financial Inc.
N/A—1,496-1,496-100%$513.3K———
RFP Financial Group LLC
N/A—1,493-1,493-100%$512.2K———
Financial Advisors Network, Inc.
N/A—1,483-1,483-100%$508.7K———
Truvestments Capital LLC
N/A—1,477-1,477-100%$506.8K———
Daybright Advisory Services, Inc.
N/A—1,471-1,471-100%$538.7K———
Biondo Investment Advisors, LLC
N/A—1,468-1,468-100%$503.7K———
Cannon Wealth Management Services, LLC
N/A—1,458-1,458-100%$500.1K———
Cladis Investment Advisory, LLC
N/A—1,456-1,456-100%$499.7K———
Sun Financial Inc
N/A—1,452-1,452-100%$524.6K———
Wealth Care LLC
N/A—1,446-1,446-100%$496.2K———
Meridian Wealth Partners, LLC
N/A—1,435-1,435-100%$492.2K———
Traub Capital Management LLC
N/A—1,422-1,422-100%$487.9K———
Perseverance Asset Management International
N/A—1,419-1,419-100%$486.8K———
Plotkin Financial Advisors, LLC
N/A—1,414-1,414-100%$485.2K———
Marco Investment Management LLC
N/A—1,412-1,412-100%$484.4K———
Chesapeake Wealth Management
N/A—1,405-1,405-100%$482.0K———
Ackerman Asset Management, LLC
N/A—1,400-1,400-100%$480.3K———
Fieldview Capital Management, LLC
N/A—1,395-1,395-100%$478.6K———
Cedarwood Wealth LLC
N/A—1,378-1,378-100%$472.8K———
Riverstone Advisors, LLC
N/A—1,373-1,373-100%$471.1K———
Templeton & Phillips Capital Management, LLC
N/A—1,371-1,371-100%$470.4K———
Spectrum Investment Advisors, Inc.
N/A—1,368-1,368-100%$469.3K———
Carr Financial Group Corp
N/A—1,364-1,364-100%$468.0K———
Audent Global Asset Management, LLC
N/A—1,362-1,362-100%$467.3K———
LWM Advisory Services, LLC
N/A—1,358-1,358-100%$465.9K———
M3 Advisory Group, LLC
N/A—1,357-1,357-100%$465.5K———
Summit Wealth Partners, LLC
N/A—1,356-1,356-100%$465.2K———
Oxford Financial Group, Ltd. LLC
N/A—1,352-1,352-100%$463.8K———
One Charles Private Wealth Services, LLC
N/A—1,348-1,348-100%$462.6K———
Custos Family Office, LLC
N/A—1,342-1,342-100%$460.5K———
Jackson Wealth Management, LLC
N/A—1,339-1,339-100%$459.0K———
Clarity Financial LLC
N/A—1,331-1,331-100%$456.6K———
Entelevest, LLC
N/A—1,330-1,330-100%$456.3K———
Chaney Capital Management, Inc.
N/A—1,320-1,320-100%$452.9K———
Gambit Capital Management, LLC
N/A—1,316-1,316-100%$451.5K———
Panoramic Capital Partners, LLC
N/A—1,316-1,316-100%$451.5K———
Sachetta, LLC
N/A—1,314-1,314-100%$450.8K———
Swan Global Investments, LLC
N/A—1,306-1,306-100%$448.1K———
Waterford Advisors, LLC
N/A—1,306-1,306-100%$448.1K———
Leigh Baldwin & Co., LLC
N/A—1,305-1,305-100%$447.9K———
Elm Partners Management LLC
N/A—1,304-1,304-100%$447.5K———
Westshore Wealth, LLC
N/A—1,303-1,303-100%$447.0K———
Betterment LLC
N/A—1,301-1,301-100%$446.0K———
Sittner & Nelson, LLC
N/A—1,299-1,299-100%$445.7K———
SSI Investment Management LLC
N/A—1,287-1,287-100%$441.6K———
Lcnb Corp
N/A—1,286-1,286-100%$441.2K———
Quantum Portfolio Management LLC
N/A—1,282-1,282-100%$439.8K———
Security National Bank of SO DAK
N/A—1,277-1,277-100%$438.1K———
Graney & King, LLC
N/A—1,269-1,269-100%$435.5K———
Strive Financial Group,LLC
N/A—1,268-1,268-100%$435.0K———
Ameriflex Group, Inc.
N/A—1,267-1,267-100%$434.7K———
Aimz Investment Advisors, LLC
N/A—1,257-1,257-100%$431.4K———
Rialto Wealth Management, LLC
N/A—1,257-1,257-100%$431.2K———
Jackson, Grant Investment Advisers, Inc.
N/A—1,253-1,253-100%$429.8K———
Valtrion Capital Management, LLC
N/A—1,253-1,253-100%$429.9K———
Solano Wealth Investment Advisors LLC
N/A—1,242-1,242-100%$426.1K———
Retirement Planning Group, LLC / NY
N/A—1,237-1,237-100%$424.5K———
Berry Wealth Group, LP
N/A—1,236-1,236-100%$424.0K———
Allied Private Wealth LLC
N/A—1,222-1,222-100%$424.8K———
Richard W. Paul & Associates, LLC
N/A—1,204-1,204-100%$413.0K———
KEB Asset Management, LLC
N/A—1,204-1,204-100%$413.0K———
Dopkins Wealth Management, LLC
N/A—1,191-1,191-100%$408.6K———
United Bank
N/A—1,187-1,187-100%$407.2K———
Oakmont Advisory Group, LLC
N/A—1,183-1,183-100%$406.0K———
Cura Wealth Advisors, LLC
N/A—1,177-1,177-100%$403.7K———
WealthTrust Axiom LLC
N/A—1,174-1,174-100%$402.7K———
Prudent Investors Network, Inc.
N/A—1,172-1,172-100%$402.1K———
Birchcreek Wealth Management, LLC
N/A—1,169-1,169-100%$401.1K———
M1 Capital Management LLC
N/A—1,166-1,166-100%$400.1K———
Neo Ivy Capital Management
N/A—1,164-1,164-100%$399.4K———
Eagle Capital Management LLC
N/A—1,160-1,160-100%$398.0K———
Per Stirling Capital Management, Llc.
N/A—1,159-1,159-100%$397.7K———
Strategies Wealth Advisors, LLC
N/A—1,155-1,155-100%$396.1K———
Nova Wealth Management, Inc.
N/A—1,155-1,155-100%$396.3K———
Pacific SUN Financial Corp
N/A—1,154-1,154-100%$395.8K———
Hilltop Wealth Advisors, LLC
N/A—1,152-1,152-100%$395.2K———
Puzo Michael J
N/A—1,150-1,150-100%$394.6K———
Cedar Wealth Management, LLC
N/A—1,149-1,149-100%$394.2K———
Beacon Bridge Wealth Partners, LLC
N/A—1,145-1,145-100%$392.8K———
Fortis Advisors, LLC
N/A—1,140-1,140-100%$391.1K———
Francis Financial, Inc.
N/A—1,139-1,139-100%$390.8K———
Retirement Income Solutions, Inc
N/A—1,132-1,132-100%$342.1K———
RPS Advisory Solutions LLC
N/A—1,127-1,127-100%$386.5K———
Magnolia Private Wealth, LLC
N/A—1,120-1,120-100%$384.3K———
Golden Road Advisors LLC
N/A—1,115-1,115-100%$382.5K———
Lavaca Capital LLC
N/A—1,104-1,104-100%$378.8K———
Walleye Capital LLC
N/A—1,104-1,104-100%$378.8K———
Kidder Stephen W
N/A—1,090-1,090-100%$374.0K———
Tortoise Investment Management, LLC
N/A—1,087-1,087-100%$372.9K———
Summit Wealth & Retirement Planning, Inc.
N/A—1,085-1,085-100%$372.3K———
JMN Financial LLC
N/A—1,078-1,078-100%$369.9K———
Petra Financial Advisors Inc
N/A—1,076-1,076-100%$369.2K———
BCS Private Wealth Management, Inc.
N/A—1,075-1,075-100%$368.8K———
Oxford Wealth Group, LLC
N/A—1,072-1,072-100%$367.9K———
Brogan Financial, Inc.
N/A—1,071-1,071-100%$367.5K———
Investment Advisory Group, LLC
N/A—1,060-1,060-100%$363.5K———
Portland Global Advisors LLC
N/A—1,060-1,060-100%$363.7K———
Marshall Investment Management, LLC
N/A—1,054-1,054-100%$361.6K———
TrueWealth Financial Partners
N/A—1,053-1,053-100%$361.3K———
Atom Investors LP
N/A—1,049-1,049-100%$359.9K———
Rexford Capital Inc
N/A—1,042-1,042-100%$357.5K———
Unconventional Investor, LLC
N/A—1,035-1,035-100%$355.1K———
Widmann Financial Services, Inc.
N/A—1,035-1,035-100%$355.1K———
Select Asset Management & Trust
N/A—1,028-1,028-100%$353.0K———
Abound Financial, LLC
N/A—1,026-1,026-100%$352.1K———
Wealth Watch Advisors, Inc
N/A—1,026-1,026-100%$352.0K———
Beckerman Institutional, LLC
N/A—1,024-1,024-100%$351.3K———
Brooks, Moore & Associates, Inc.
N/A—1,023-1,023-100%$351.0K———
Sequent Planning LLC
N/A—1,020-1,020-100%$350.1K———
Delaney Dennis R
N/A—1,017-1,017-100%$348.9K———
Causey Wealth LLC
N/A—1,013-1,013-100%$347.6K———
Cadia Private Client LLC
N/A—1,012-1,012-100%$347.4K———
Wescott Financial Advisory Group, LLC
N/A—1,010-1,010-100%$346.6K———
Warburton Capital Management, LLC
N/A—1,009-1,009-100%$346.0K———
ArchPoint Investors
N/A—1,000-1,000-100%$343.1K———
Northstar Advisory Group, LLC
N/A—1,000-1,000-100%$343.2K———
Fourth Dimension Wealth, LLC
N/A—999-999-100%$342.9K———
Curio Wealth, LLC
N/A—998-998-100%$342.4K———
VestGen Investment Management
N/A—996-996-100%$341.7K———
Bravera Wealth
N/A—992-992-100%$340.3K———
Wick Capital Partners, LLC
N/A—989-989-100%$339.1K———
Synergy Investment Management, LLC
N/A—988-988-100%$348.1K———
Wealthspire Retirement, LLC
N/A—988-988-100%$338.9K———
V2 Financial group LLC
N/A—985-985-100%$338.1K———
Marble Harbor Investment Counsel, LLC
N/A—979-979-100%$335.7K———
Miller Capital Partners, Inc.
N/A—975-975-100%$334.5K———
Alaska Wealth Advisors, LLC
N/A—974-974-100%$334.3K———
Innovative Asset Advisors Group, LLC
N/A—970-970-100%$332.8K———
Melfa Wealth Management, Inc.
N/A—966-966-100%$300.7K———
17 Capital Partners, LLC
N/A—963-963-100%$330.4K———
Tacita Capital Inc
N/A—955-955-100%$327.7K———
Headland Capital, LLC
N/A—954-954-100%$327.3K———
Geometric Wealth Advisors
N/A—953-953-100%$327.0K———
ODonnell Financial Services, LLC
N/A—953-953-100%$327.0K———
Independent Family Office, LLC
N/A—952-952-100%$326.6K———
Legend Capital Advisors LLC
N/A—951-951-100%$326.3K———
Lansing Street Advisors
N/A—947-947-100%$324.9K———
Frazier Financial Advisors, LLC
N/A—940-940-100%$322.6K———
Foresight Global Investors, Inc.
N/A—933-933-100%$320.1K———
Stonebridge Financial Group, LLC / MO
N/A—932-932-100%$319.9K———
Atalanta Sosnoff Capital, LLC
N/A—930-930-100%$319.2K———
Qsemble Capital Management, LP
N/A—918-918-100%$315.0K———
Star Financial Bank
N/A—917-917-100%$314.6K———
IFS Group,LLC
N/A—915-915-100%$313.8K———
Raffa Wealth Management, LLC
N/A—914-914-100%$313.6K———
Greenline Wealth Management LLC
N/A—910-910-100%$312.2K———
Asset Management Group, Inc.
N/A—908-908-100%$311.6K———
Synergy Financial Group, LTD
N/A—904-904-100%$310.3K———
WMS Group LLC
N/A—900-900-100%$308.8K———
Schulhoff & Co Inc
N/A—900-900-100%$308.8K———
Goepper Burkhardt LLC
N/A—900-900-100%$308.8K———
Windsor Advisory Group, LLC
N/A—898-898-100%$308.1K———
DRW Securities, LLC
N/A—898-898-100%$308.1K———
JPL Wealth Management, LLC
N/A—896-896-100%$307.5K———
Paul R. Ried Financial Group, LLC
N/A—888-888-100%$304.7K———
Eaton-Cambridge Inc.
N/A—882-882-100%$302.6K———
Orcam Financial Group
N/A—878-878-100%$301.3K———
Earnest Partners LLC
N/A—876-876-100%$300.5K———
Bridgewealth Advisory Group, LLC
N/A—875-875-100%$300.2K———
Taylor Hoffman Capital Management LLC
N/A—870-870-100%$298.5K———
Viawealth, LLC
N/A—859-859-100%$294.6K———
Vantage Point Financial LLC
N/A—858-858-100%$294.5K———
MQS Management LLC
N/A—858-858-100%$294.4K———
Capula Management Ltd
N/A—855-855-100%$293.3K———
Aegis Wealth Management LLC
N/A—846-846-100%$290.3K———
Summit Wealth Group, LLC
N/A—841-841-100%$288.5K———
AMJ Financial Wealth Management
N/A—836-836-100%$252.7K———
Fullerton Fund Management Co Ltd.
N/A—826-826-100%$283.4K———
Bellwether Advisors, LLC
N/A—824-824-100%$282.7K———
Alley Investment Management Company, LLC
N/A—820-820-100%$281.3K———
Ehrenkranz Partners L.P.
N/A—819-819-100%$281.0K———
Proactive Wealth Strategies LLC
N/A—816-816-100%$279.9K———
Advance Capital Management, Inc.
N/A—813-813-100%$279.0K———
Keynote Financial Services LLC
N/A—808-808-100%$277.2K———
Swisher Financial Concepts, Inc.
N/A—804-804-100%$275.8K———
Lathrop Investment Management Co
N/A—802-802-100%$275.0K———
Kanen Wealth Management LLCA
N/A—800-800-100%$274.5K———
Arkos Global Advisors
N/A—788-788-100%$270.0K———
Sovereign Investment Advisors, LLC
N/A—777-777-100%$266.6K———
Caden Capital Partners, LP
N/A—775-775-100%$265.9K———
Integrated Quantitative Investments LLC
N/A—773-773-100%$265.2K———
WNY Asset Management, LLC
N/A—771-771-100%$264.6K———
Paladin Advisory Group, LLC
N/A—770-770-100%$264.2K———
Altar Rock LLC
N/A—770-770-100%$264.2K———
Valued Retirements, Inc.
N/A—758-758-100%$260.1K———
Barnes Wealth Management Group, Inc
N/A—756-756-100%$259.4K———
Astra Wealth Partners LLC
N/A—752-752-100%$258.0K———
Bank OZK
N/A—749-749-100%$257.0K———
Cogent Private Wealth, Inc.
N/A—747-747-100%$256.3K———
Pacific Point Advisors, LLC
N/A—745-745-100%$255.5K———
Presper Financial Architects, LLC
N/A—738-738-100%$253.3K———
Slagle Financial, LLC
N/A—734-734-100%$251.8K———
Mokan Wealth Management Inc.
N/A—734-734-100%$252.4K———
49 Wealth Management, LLC
N/A—732-732-100%$251.1K———
Alongside, LLC
N/A—732-732-100%$251.1K———
Bcgm Wealth Management, LLC
N/A—730-730-100%$250.5K———
WJ Financial Advisors LLC
N/A—730-730-100%$250.5K———
First National Bank & Trust Co of Newtown
N/A—729-729-100%$266.9K———
Concorde Asset Management, LLC
N/A—728-728-100%$249.8K———
Mason Investment Advisory Services, Inc.
N/A—727-727-100%$249.3K———
Old Mission Capital LLC
N/A—726-726-100%$249.1K———
Carson Advisory Inc.
N/A—723-723-100%$248.2K———
Hurricane Capital Advisors LLC
N/A—720-720-100%$247.0K———
Henrickson Nauta Wealth Advisors, Inc.
N/A—720-720-100%$246.9K———
Aberdeen Wealth Management LLC
N/A—720-720-100%$247.0K———
Private Capital Management, LLC
N/A—715-715-100%$245.4K———
Monograph Wealth Advisors, LLC
N/A—704-704-100%$241.7K———
Rowlandmiller & Partners.adv
N/A—703-703-100%$241.4K———
Highlander Partners, L.P.
N/A—700-700-100%$240.2K———
Pitti Group Wealth Management, LLC
N/A—700-700-100%$240.2K———
Security National Bank of Sioux City Iowa
N/A—696-696-100%$238.8K———
NerdWallet Wealth Partners, LLC
N/A—695-695-100%$238.5K———
Wealthspan Partners, LLC
N/A—694-694-100%$238.0K———
Old North State Trust, LLC
N/A—693-693-100%$238.0K———
Financial Avengers, Inc.
N/A—686-686-100%$235.2K———
Henson-Edgewater Management, LLC
N/A—682-682-100%$245.3K———
Austin Wealth Management, LLC
N/A—680-680-100%$243.8K———
Strategic Financial Concepts, LLC
N/A—680-680-100%$233.4K———
Verition Fund Management LLC
N/A—676-676-100%$231.9K———
Phil A. Younker & Associates, Ltd.
N/A—675-675-100%$231.6K———
Tidemark, LLC
N/A—674-674-100%$231.4K———
PIN OAK Investment Advisors Inc
N/A—672-672-100%$231.0K———
Polymer Capital Management (US) LLC
N/A—671-671-100%$230.2K———
Impact Partnership Wealth, LLC
N/A—668-668-100%$229.3K———
S&T Bank
N/A—668-668-100%$229.2K———
Palladiem, LLC
N/A—665-665-100%$228.1K———
Measured Wealth Private Client Group, LLC
N/A—665-665-100%$228.2K———
Lumbard & Kellner, LLC
N/A—662-662-100%$227.1K———
Copley Financial Group, Inc.
N/A—662-662-100%$227.1K———
CIM, LLC
N/A—662-662-100%$227.3K———
Alpha Financial Partners LLC
N/A—652-652-100%$223.6K———
Wharton Business Group, LLC
N/A—652-652-100%$223.5K———
Mizuho Markets Cayman LP
N/A—650-650-100%$223.0K———
Aspire Capital Advisors LLC
N/A—642-642-100%$220.2K———
GQG Partners LLC
N/A—639-639-100%$219.2K———
Doheny Asset Management
N/A—635-635-100%$218.0K———
Lutz Financial Services LLC
N/A—634-634-100%$217.5K———
Exit Wealth Advisors, Llc.
N/A—633-633-100%$217.2K———
Veridan Wealth LLC
N/A—631-631-100%$216.4K———
Allium Financial Advisors, LLC
N/A—631-631-100%$216.5K———
truNorth Financial Services, Inc.
N/A—629-629-100%$215.8K———
Pinnacle Family Advisors, LLC
N/A—626-626-100%$214.9K———
Bannerstone Capital Management, LLC
N/A—621-621-100%$213.1K———
Ducere Wealth Management LLC
N/A—619-619-100%$212.4K———
Brave Warrior Advisors, LLC
N/A—618-618-100%$212.0K———
Meramec Financial Planners, LLC
N/A—615-615-100%$223.0K———
Storen Legacy Partners, LLC
N/A—614-614-100%$210.7K———
Standard Family Office LLC
N/A—612-612-100%$210.0K———
Compass Financial Group, Inc.
N/A—610-610-100%$209.3K———
O'rourke & Company, Inc
N/A—609-609-100%$209.0K———
Gross & Hartman Investments LLC
N/A—608-608-100%$208.6K———
Arcadia Wealth Management, Inc.
N/A—605-605-100%$207.6K———
McElhenny Sheffield Capital Management, LLC
N/A—600-600-100%$205.9K———
Prospect Financial Services LLC
N/A—600-600-100%$205.8K———
Wiser Advisor Group LLC
N/A—598-598-100%$205.2K———
BOK Financial Private Wealth, Inc.
N/A—597-597-100%$204.9K———
Atlas Wealth LLC
N/A—597-597-100%$204.9K———
Morse Asset Management, Inc
N/A—596-596-100%$204.5K———
Cedrus Wealth Group LLC
N/A—595-595-100%$204.1K———
MOR Wealth Management, LLC
N/A—594-594-100%$203.8K———
Colter Lewis Investment Partners LLC
N/A—594-594-100%$203.8K———
Serenus Wealth Advisors, LLC
N/A—593-593-100%$203.5K———
Sanchez Levi Garrett
N/A—593-593-100%$203.4K———
Cornerstone Financial Management LLC
N/A—592-592-100%$203.1K———
Legacy Financial Group LLC
N/A—590-590-100%$202.4K———
Compass Capital Corp
N/A—590-590-100%$212.5K———
Legacy Capital Group California, Inc.
N/A—589-589-100%$202.1K———
Pinney & Scofield, Inc.
N/A—589-589-100%$202.1K———
Concentrum Wealth Management
N/A—589-589-100%$202.2K———
Kelman-Lazarov, Inc.
N/A—587-587-100%$201.5K———
Mars Jewett Financial Group, Inc.
N/A—587-587-100%$201.4K———
CacheTech Inc.
N/A—586-586-100%$201.1K———
Adams Wealth Management
N/A—586-586-100%$201.1K———
All Terrain Financial Advisors, LLC
N/A—584-584-100%$200.4K———
PlanVest Financial, Inc
N/A—574-574-100%$197.1K———
Orographic Financial Advisors, LLC
N/A—572-572-100%$205———
Centennial Bank
N/A—570-570-100%$195.6K———
Tripletail Wealth Management, LLC
N/A—566-566-100%$205.0K———
Ogorek Anthony Joseph
N/A—565-565-100%$193.0K———
TD Capital Management LLC
N/A—536-536-100%$183.9K———
Westend Capital Management, LLC
N/A—518-518-100%$177.7K———
Investors Portfolio Services LLC
N/A—493-493-100%$169.3K———
Medallion Wealth Advisors, LLC
N/A—474-474-100%$162.6K———
Financial Gravity Companies, Inc.
N/A—467-467-100%$160.2K———
Addison Advisors LLC
N/A—456-456-100%$156.3K———
Basepoint Wealth LLC
N/A—436-436-100%$149.6K———
Coston, McIsaac & Partners
N/A—432-432-100%$148.0K———
Bruce G. Allen Investments, LLC
N/A—430-430-100%$147.5K———
IAG Wealth Partners, LLC
N/A—425-425-100%$145.8K———
Globeflex Capital L P
N/A—410-410-100%$140.7K———
Horizon Bancorp Inc
N/A—400-400-100%$137.0K———
Evolution Advisers, Inc.
N/A—388-388-100%$133.0K———
Index Technologies Group LLC
N/A—352-352-100%$120.8K———
Caitlin John, LLC
N/A—352-352-100%$120.9K———
Beaird Harris Wealth Management, LLC
N/A—348-348-100%$119.4K———
ABS Investment Management LLC
N/A—343-343-100%$384.3K———
WealthCollab, LLC
N/A—334-334-100%$114.6K———
Kerr Financial Planning Corp
N/A—320-320-100%$109.8K———
NCP Inc.
N/A—313-313-100%$107.2K———
Burnham & Co LLC
N/A—280-280-100%$96.1K———
Roble, Belko & Company, Inc
N/A—268-268-100%$92.0K———
OV Management LLC
N/A—254-254-100%$87.1K———
Atlantic Private Wealth, LLC
N/A—250-250-100%$85.8K———
Navera Investment Management Ltd.
N/A—250-250-100%$85.6K———
Napier Financial, LLC
N/A—248-248-100%$85.2K———
IQ EQ Fund Management (Singapore) Private Ltd
N/A—244-244-100%$83.7K———
Lummis Asset Management, LP
N/A—243-243-100%$83.4K———
ESL Trust Services, LLC
N/A—240-240-100%$82.3K———
Pingora Partners LLC
N/A—235-235-100%$80.6K———
Ankerstar Wealth, LLC
N/A—224-224-100%$76.9K———
Toews Corp
N/A—219-219-100%$75.1K———
VSM Wealth Advisory, LLC
N/A—214-214-100%$73.4K———
Proffitt & Goodson Inc
N/A—206-206-100%$70.7K———
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
N/A—199-199-100%$68.3K———
Seneschal Advisors, LLC
N/A—199-199-100%$68.3K———
Chesapeake Asset Management LLC
N/A—197-197-100%$67.6K———
Sumitomo Mitsui Financial Group, Inc.
N/A—194-194-100%$66.6K———
Highland Investment Advisors LLC
N/A—182-182-100%$62.4K———
Battery Global Advisors, LLC
N/A—176-176-100%$60.4K———
Philadelphia Investment Partners, LLC
N/A—171-171-100%$58.7K———
10Elms LLP
N/A—165-165-100%$56.6K———
Disciplina Capital Management LLC
N/A—160-160-100%$54.7K———
Strategic Investment Solutions, Inc.
N/A—157-157-100%$53.8K———
Premier Financial Group
N/A—153-153-100%$52.5K———
WHI Trust Co LLC
N/A—150-150-100%$51.5K———
Nalls Sherbakoff Group, LLC
N/A—142-142-100%$48.7K———
JDM Financial Group LLC
N/A—141-141-100%$48.3K———
Morgan Dempsey Capital Management LLC
N/A—140-140-100%$48.0K———
Financial Life Planners
N/A—134-134-100%$45.8K———
Anchor Bay Capital, Inc.
N/A—126-126-100%$45.5K———
Tanglewood Legacy Advisors, LLC
N/A—124-124-100%$42.6K———
HighMark Wealth Management LLC
N/A—115-115-100%$39.4K———
Delos Wealth Advisors, LLC
N/A—112-112-100%$38.4K———
Atomic Invest LLC
N/A—109-109-100%$37.2K———
Walsh & Associates, LLC
N/A—108-108-100%$37.1K———
XP Advisory US, Inc.
N/A—105-105-100%$36.0K———
Copos Capital B.V.
N/A—101-101-100%$34.7K———
Swan Capital LLC
N/A—100-100-100%$34.3K———
Virtus Advisers, LLC
N/A—95-95-100%$32.6K———
1 North Wealth Services LLC
N/A—94-94-100%$32.3K———
Harborfront Financial Group LLC
N/A—93-93-100%$31.9K———
Cbiz Investment Advisory Services, LLC
N/A—92-92-100%$27.8K———
Luken Investment Analytics, LLC
N/A—91-91-100%$31.2K———
Regatta Research & Money Management
N/A—83-83-100%$28.4K———
HFM Investment Advisors, LLC
N/A—83-83-100%$28.5K———
Peterson Wealth Management
N/A—59-59-100%$20.4K———
Sankala Group LLC
N/A—57-57-100%$20.8K———
Strategic Wealth Advisors LLC
N/A—56-56-100%$19———
Bard Associates Inc
N/A—55-55-100%$18.9K———
Imprint Wealth LLC
N/A—52-52-100%$17.8K———
Merrithew & Thorsten Inc
N/A—43-43-100%$14———
Broadwater Capital Management LLC
N/A—40-40-100%$13.7K———
C M Bidwell & Associates LTD
N/A—40-40-100%$13.7K———
Luminist Capital LLC
N/A—36-36-100%$12.4K———
Longfellow Investment Management Co LLC
N/A—34-34-100%$11.7K———
Riverview Trust Co
N/A—27-27-100%$9.3K———
Copia Wealth Management
N/A—26-26-100%$8.9K———
Leo H. Evart, Inc.
N/A—26-26-100%$8.9K———
Parvin Asset Management, LLC
N/A—25-25-100%$8.6K———
Minot DeBlois Advisors LLC
N/A—17-17-100%$6.0K———
Three Bearings Fiduciary Advisors, Inc.
N/A—17-17-100%$5.8K———
Consultiva Wealth Management, Corp.
N/A—15-15-100%$5.1K———
Ross\johnson & Associates LLC
N/A—13-13-100%$4.5K———
Conquis Financial LLC
N/A—13-13-100%$4.5K———
Altshuler Shaham Ltd
N/A—13-13-100%$4.5K———
Benson Wealth Management Inc
N/A—9-9-100%$3.1K———
Parallax Volatility Advisers, L.P.
N/A—5-5-100%$1.7K———
Cordant, Inc.
N/A—4-4-100%$1.4K———
Peak6 LLC
N/A—2-2-100%$566———
Timbuktu Capital Management, LLC
N/A—1-1-100%$343———
Showing 4709 of 4709 institutions