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WEC Energy Group Inc (WEC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Geode Capital Management, LLC
INCREASED
Shares9,336,631 from 9,240,374
Change+96,257 (+1%)
Value$937.5M (-$137.5M)
Filed 2026-11-06
Deutsche Bank Ag\
INCREASED
Shares6,141,077 from 6,053,574
Change+87,503 (+1%)
Value$618.9M (-$88.0M)
Filed 2026-11-06
Mizuho Securities USA LLC
INCREASED
Shares3,523,607 from 19,676
Change+3,503,931 (+17808%)
Value$2.8M (+$547.0K)
Filed 2026-11-09
PNC Financial Services Group, Inc.
DECREASED
Shares2,497,633 from 2,539,022
Change-41,389 (-2%)
Value$251.7M (-$44.8M)
Filed 2026-11-06
Bank of New York Mellon Corp
DECREASED
Shares1,914,240 from 1,959,186
Change-44,946 (-2%)
Value$192.9M (-$35.9M)
Filed 2026-11-05
Citigroup Inc
INCREASED
Shares1,614,140 from 1,563,755
Change+50,385 (+3%)
Value$162.7M (-$19.9M)
Filed 2026-11-04
Bank of Montreal
INCREASED
Shares1,573,680 from 578,191
Change+995,489 (+172%)
Value$158.6M (+$91.1M)
Filed 2026-11-09
Barclays PLC
DECREASED
Shares1,463,103 from 3,217,999
Change-1,754,896 (-55%)
Value$147.5M (-$228.3M)
Filed 2026-11-06
LPL Financial LLC
INCREASED
Shares1,410,059 from 1,340,850
Change+69,209 (+5%)
Value$142.1M (-$14.5M)
Filed 2026-11-06
Dimensional Fund Advisors LP
INCREASED
Shares1,348,273 from 1,319,446
Change+28,827 (+2%)
Value$135.9M (-$18.2M)
Filed 2026-11-04
Aberdeen Group plc
INCREASED
Shares1,307,324 from 98,704
Change+1,208,620 (+1224%)
Value$301.0M (+$289.5M)
Filed 2026-11-06
Bahl & Gaynor LLC
DECREASED
Shares1,289,804 from 1,296,735
Change-6,931 (-1%)
Value$130.0M (-$21.4M)
Filed 2026-11-05
Squarepoint Ops LLC
INCREASED
Shares1,146,811 from 848,697
Change+298,114 (+35%)
Value$115.6M (+$16.5M)
Filed 2026-11-09
Confluence Investment Management LLC
DECREASED
Shares1,141,313 from 1,191,332
Change-50,019 (-4%)
Value$115.0M (-$24.1M)
Filed 2026-10-01
Bessemer Group Inc
DECREASED
Shares1,083,541 from 1,150,586
Change-67,045 (-6%)
Value$109.2K (-$134.2M)
Filed 2026-11-09
Principal Financial Group Inc
DECREASED
Shares1,013,375 from 1,122,849
Change-109,474 (-10%)
Value$102.1M (-$29.0M)
Filed 2026-11-02
Amundi
INCREASED
Shares1,010,543 from 448,027
Change+562,516 (+126%)
Value$101.8M (+$49.5M)
Filed 2026-11-06
Cincinnati Insurance Co
UNCHANGED
Shares978,300 from 978,300
Change0 (0%)
Value$98.6M (-$15.6M)
Filed 2026-11-03
Duff & Phelps Investment Management Co
DECREASED
Shares895,500 from 979,934
Change-84,434 (-9%)
Value$90.2M (-$24.2M)
Filed 2026-11-06
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares849,666 from 816,948
Change+32,718 (+4%)
Value$85.6M (-$9.8M)
Filed 2026-11-05
Reaves W H & Co Inc
DECREASED
Shares799,694 from 822,305
Change-22,611 (-3%)
Value$80.6M (-$15.4M)
Filed 2026-11-06
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares743,324 from 769,993
Change-26,669 (-3%)
Value$74.9M (-$15.0M)
Filed 2026-10-29
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
NEW
Shares523,060
Change+523,060
Value$52.7M
Filed 2026-11-03
Vaughan David Investments LLC
INCREASED
Shares509,803 from 503,722
Change+6,081 (+1%)
Value$51.4K (-$58.8M)
Filed 2026-11-05
Fort Washington Investment Advisors Inc
NEW
Shares478,341
Change+478,341
Value$48.2M
Filed 2026-10-15
Old Republic International Corp
DECREASED
Shares448,136 from 477,179
Change-29,043 (-6%)
Value$45.2K (-$10.6K)
Filed 2026-10-26
Donaldson Capital Management, LLC
DECREASED
Shares446,807 from 447,934
Change-1,127 (0%)
Value$45.0M (-$7.3M)
Filed 2026-11-09
Retirement Systems of Alabama
DECREASED
Shares415,472 from 420,190
Change-4,718 (-1%)
Value$41.9M (-$7.2M)
Filed 2026-11-04
Campbell Newman Asset Management Inc
INCREASED
Shares376,586 from 375,155
Change+1,431 (+0%)
Value$38.0M (-$5.9M)
Filed 2026-10-22
Pictet Asset Management Holding SA
DECREASED
Shares369,889 from 476,669
Change-106,780 (-22%)
Value$37.3M (-$18.4M)
Filed 2026-11-03
Russell Investments Group, Ltd.
INCREASED
Shares334,342 from 285,333
Change+49,009 (+17%)
Value$33.7M (+$377.4K)
Filed 2026-11-06
US Bancorp \de\
DECREASED
Shares310,647 from 320,628
Change-9,981 (-3%)
Value$31.3M (-$6.1M)
Filed 2026-11-05
Verity & Verity, LLC
INCREASED
Shares299,813 from 219,482
Change+80,331 (+37%)
Value$30.2M (+$4.6M)
Filed 2026-10-23
Eurizon Capital SGR S.p.A.
INCREASED
Shares293,851 from 45,211
Change+248,640 (+550%)
Value$29.6M (+$24.3M)
Filed 2026-11-06
Creative Planning
INCREASED
Shares275,346 from 212,537
Change+62,809 (+30%)
Value$27.7M (+$2.9M)
Filed 2026-11-02
Nisa Investment Advisors, LLC
INCREASED
Shares263,910 from 262,151
Change+1,759 (+1%)
Value$26.6M (-$4.0M)
Filed 2026-10-20
Truist Financial Corp
INCREASED
Shares254,890 from 251,889
Change+3,001 (+1%)
Value$25.7M (-$3.7M)
Filed 2026-10-30
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares243,911 from 154,525
Change+89,386 (+58%)
Value$24.6M (+$6.9M)
Filed 2026-10-13
Assetmark, Inc
INCREASED
Shares240,848 from 233,459
Change+7,389 (+3%)
Value$24.3M (-$3.0M)
Filed 2026-10-21
HighTower Advisors, LLC
DECREASED
Shares240,626 from 242,818
Change-2,192 (-1%)
Value$24.3M (-$4.1M)
Filed 2026-11-10
CIBC Asset Management Inc
INCREASED
Shares239,446 from 229,915
Change+9,531 (+4%)
Value$24.1M (-$2.7M)
Filed 2026-11-05
Strs Ohio
DECREASED
Shares236,229 from 246,725
Change-10,496 (-4%)
Value$23.8M (-$5.0M)
Filed 2026-10-30
Gateway Investment Advisers LLC
DECREASED
Shares232,848 from 233,060
Change-212 (0%)
Value$23.5M (-$3.7M)
Filed 2026-10-13
Country Trust Bank
DECREASED
Shares227,122 from 243,308
Change-16,186 (-7%)
Value$22.9M (-$5.5M)
Filed 2026-10-30
New York State Teachers Retirement System
DECREASED
Shares225,426 from 236,681
Change-11,255 (-5%)
Value$22.7K (-$27.6M)
Filed 2026-10-22
Braun Stacey Associates Inc
DECREASED
Shares221,564 from 223,745
Change-2,181 (-1%)
Value$22.3M (-$3.8M)
Filed 2026-10-19
Allspring Global Investments Holdings, LLC
INCREASED
Shares220,430 from 194,886
Change+25,544 (+13%)
Value$22.4M (-$225.3K)
Filed 2026-11-04
Cidel Asset Management Inc
DECREASED
Shares218,384 from 222,312
Change-3,928 (-2%)
Value$22.0M (-$4.0M)
Filed 2026-10-29
Fjarde Ap-Fonden TH Swedish National Pension Fund
INCREASED
Shares214,105 from 47,000
Change+167,105 (+356%)
Value$21.6M (+$16.1M)
Filed 2026-10-15
DDD Partners, LLC
INCREASED
Shares204,340 from 173,451
Change+30,889 (+18%)
Value$20.6M (+$339.5K)
Filed 2026-11-02
PBU - The Pension Fund of Early Childhood & Youth Educators
DECREASED
Shares192,833 from 193,082
Change-249 (0%)
Value$19.4M (-$3.1M)
Filed 2026-11-06
Asset Management One Co., Ltd.
INCREASED
Shares169,336 from 166,295
Change+3,041 (+2%)
Value$17.1M (-$2.4M)
Filed 2026-10-27
Fifth Third Bancorp
DECREASED
Shares166,182 from 170,945
Change-4,763 (-3%)
Value$16.7M (-$3.2M)
Filed 2026-11-05
Commonwealth Equity Services, LLC
DECREASED
Shares156,562 from 164,170
Change-7,608 (-5%)
Value$15.8M (-$3.4M)
Filed 2026-11-02
Empire Life Investments Inc.
DECREASED
Shares153,995 from 182,284
Change-28,289 (-16%)
Value$15.5M (-$5.8M)
Filed 2026-11-06
Hennessy Advisors Inc
INCREASED
Shares152,140 from 151,140
Change+1,000 (+1%)
Value$15.3M (-$2.3M)
Filed 2026-10-28
Boston Trust Walden Corp
DECREASED
Shares148,466 from 178,268
Change-29,802 (-17%)
Value$15.0M (-$5.9M)
Filed 2026-10-30
Park National Corp
DECREASED
Shares147,836 from 157,349
Change-9,513 (-6%)
Value$14.9M (-$3.5M)
Filed 2026-10-05
B. Metzler seel. Sohn & Co. AG
DECREASED
Shares136,014 from 137,178
Change-1,164 (-1%)
Value$13.7M (-$2.3M)
Filed 2026-10-30
Assenagon Asset Management S.A.
INCREASED
Shares134,540 from 121,035
Change+13,505 (+11%)
Value$13.6M (-$574.3K)
Filed 2026-10-15
Argent Capital Management LLC
DECREASED
Shares131,345 from 138,118
Change-6,773 (-5%)
Value$13.2M (-$2.9M)
Filed 2026-10-05
Rockland Trust Co
INCREASED
Shares123,801 from 120,208
Change+3,593 (+3%)
Value$12.5M (-$1.6M)
Filed 2026-10-05
Annex Advisory Services, LLC
DECREASED
Shares119,596 from 121,431
Change-1,835 (-2%)
Value$12.1M (-$2.1M)
Filed 2026-10-16
Mattern Capital Management, LLC
INCREASED
Shares109,182 from 103,889
Change+5,293 (+5%)
Value$11.0M (-$1.1M)
Filed 2026-11-02
Atria Investments, Inc
INCREASED
Shares108,667 from 94,457
Change+14,210 (+15%)
Value$11.0M (-$78.3K)
Filed 2026-10-15
IFM Investors Pty Ltd
DECREASED
Shares104,942 from 119,219
Change-14,277 (-12%)
Value$10.6M (-$3.3M)
Filed 2026-10-14
Davenport & Co LLC
INCREASED
Shares102,115 from 96,430
Change+5,685 (+6%)
Value$10.3M (-$969.0K)
Filed 2026-10-14
State of New Jersey Common Pension Fund D
INCREASED
Shares100,147 from 97,774
Change+2,373 (+2%)
Value$10.1M (-$1.3M)
Filed 2026-11-05
BLB&B Advisors, LLC
INCREASED
Shares99,406 from 97,782
Change+1,624 (+2%)
Value$10.0M (-$1.4M)
Filed 2026-10-27
HFR Wealth Management, LLC
DECREASED
Shares98,719 from 100,542
Change-1,823 (-2%)
Value$9.9M (-$1.8M)
Filed 2026-11-09
Merit Financial Group, LLC
INCREASED
Shares97,870 from 78,182
Change+19,688 (+25%)
Value$9.9M (+$734.0K)
Filed 2026-11-06
Cincinnati Specialty Underwriters Insurance Co
UNCHANGED
Shares95,000 from 95,000
Change0 (0%)
Value$9.6M (-$1.5M)
Filed 2026-11-03
DekaBank Deutsche Girozentrale
DECREASED
Shares94,957 from 122,847
Change-27,890 (-23%)
Value$9.7K (-$4.4K)
Filed 2026-10-27
Czech National Bank
INCREASED
Shares93,624 from 92,714
Change+910 (+1%)
Value$9.4M (-$1.4M)
Filed 2026-10-13
Swiss Life Asset Management Ltd
INCREASED
Shares91,340 from 42,929
Change+48,411 (+113%)
Value$9.2M (+$4.2M)
Filed 2026-11-03
Achmea Investment Management B.V.
NEW
Shares91,100
Change+91,100
Value$9.2M
Filed 2026-10-30
Teachers Retirement System of the State of Kentucky
UNCHANGED
Shares89,974 from 89,974
Change0 (0%)
Value$9.1K (-$10.5M)
Filed 2026-11-10
Oppenheimer Asset Management Inc.
DECREASED
Shares89,304 from 92,647
Change-3,343 (-4%)
Value$9.0M (-$1.8M)
Filed 2026-10-27
Arizona State Retirement System
DECREASED
Shares88,961 from 93,382
Change-4,421 (-5%)
Value$9.0M (-$1.9M)
Filed 2026-11-03
Thomas Story & SON LLC
DECREASED
Shares88,435 from 91,915
Change-3,480 (-4%)
Value$8.9M (-$1.8M)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares86,739 from 91,580
Change-4,841 (-5%)
Value$8.7K (-$10.7M)
Filed 2026-11-02
Baillie Gifford & Co
DECREASED
Shares86,037 from 87,935
Change-1,898 (-2%)
Value$8.7M (-$1.6M)
Filed 2026-11-09
Harbour Investments, Inc.
DECREASED
Shares84,418 from 107,473
Change-23,055 (-21%)
Value$8.5M (-$4.0M)
Filed 2026-11-09
Wealthfront Advisers LLC
DECREASED
Shares84,016 from 106,543
Change-22,527 (-21%)
Value$8.5M (-$4.0M)
Filed 2026-11-09
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares82,246 from 71,693
Change+10,553 (+15%)
Value$8.3M (-$82.8K)
Filed 2026-11-03
State of Michigan Retirement System
DECREASED
Shares81,884 from 83,384
Change-1,500 (-2%)
Value$8.3M (-$1.5M)
Filed 2026-10-27
Franklin, Parlapiano, Turner & Welch, LLC
DECREASED
Shares77,717 from 80,089
Change-2,372 (-3%)
Value$7.8M (-$1.5M)
Filed 2026-10-30
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED
Shares73,670 from 89,984
Change-16,314 (-18%)
Value$7.4M (-$3.1M)
Filed 2026-10-19
Leeward Investments, LLC - MA
DECREASED
Shares70,435 from 71,218
Change-783 (-1%)
Value$7.1M (-$1.2M)
Filed 2026-10-23
Thompson Investment Management, Inc.
INCREASED
Shares68,376 from 67,866
Change+510 (+1%)
Value$6.9M (-$1.0M)
Filed 2026-10-14
Fideuram Asset Management (Ireland) dac
INCREASED
Shares67,028 from 21,658
Change+45,370 (+209%)
Value$7.4M (+$5.0M)
Filed 2026-10-29
Cushing Asset Management, LP dba NXG Investment Management
UNCHANGED
Shares67,000 from 67,000
Change0 (0%)
Value$6.8M (-$1.1M)
Filed 2026-10-26
Nicholas Company, Inc.
INCREASED
Shares65,670 from 63,480
Change+2,190 (+3%)
Value$6.6M (-$794.3K)
Filed 2026-11-05
ProShare Advisors LLC
INCREASED
Shares65,334 from 51,837
Change+13,497 (+26%)
Value$6.6M (+$531.4K)
Filed 2026-10-29
Xponance LLC
INCREASED
Shares64,382 from 58,880
Change+5,502 (+9%)
Value$6.5M (-$387.0K)
Filed 2026-11-03
Albion Financial Group
DECREASED
Shares63,544 from 64,349
Change-805 (-1%)
Value$6.4M (-$1.1M)
Filed 2026-10-21
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares61,376 from 61,247
Change+129 (+0%)
Value$6.2M (-$966.3K)
Filed 2026-10-20
Daiwa Securities Group Inc.
INCREASED
Shares59,993 from 58,986
Change+1,007 (+2%)
Value$6.0M (-$841.7K)
Filed 2026-10-29
Kestra Advisory Services, LLC
INCREASED
Shares59,904 from 40,409
Change+19,495 (+48%)
Value$6.0M (+$1.3M)
Filed 2026-11-02
Neos Investment Management LLC
INCREASED
Shares59,206 from 52,443
Change+6,763 (+13%)
Value$6.0M (-$157.0K)
Filed 2026-11-04
TD Private Client Wealth LLC
INCREASED
Shares58,849 from 56,354
Change+2,495 (+4%)
Value$5.9M (-$649.7K)
Filed 2026-10-28
Rakuten Investment Management, Inc.
INCREASED
Shares58,479 from 53,274
Change+5,205 (+10%)
Value$6.0M (-$311.0K)
Filed 2026-10-30
Amalgamated Bank
DECREASED
Shares55,839 from 57,123
Change-1,284 (-2%)
Value$5.6K (-$6.7M)
Filed 2026-10-23
1834 Investment Advisors Co
DECREASED
Shares54,941 from 56,469
Change-1,528 (-3%)
Value$5.5M (-$1.1M)
Filed 2026-10-16
Nykredit A/S
UNCHANGED
Shares54,653 from 54,653
Change0 (0%)
Value$5.5M (-$873.9K)
Filed 2026-11-06
Allworth Financial LP
INCREASED
Shares51,153 from 46,051
Change+5,102 (+11%)
Value$6.0M (+$595.7K)
Filed 2026-11-06
Park Avenue Securities LLC
DECREASED
Shares50,065 from 55,424
Change-5,359 (-10%)
Value$5.0K (-$6.5M)
Filed 2026-10-26
American Assets Investment Management, LLC
UNCHANGED
Shares50,000 from 50,000
Change0 (0%)
Value$5.0M (-$799.5K)
Filed 2026-10-30
Woodley Farra Manion Portfolio Management Inc
INCREASED
Shares49,773 from 46,481
Change+3,292 (+7%)
Value$5.0M (-$411.5K)
Filed 2026-11-05
MacKenzie Financial Corp
DECREASED
Shares49,518 from 52,415
Change-2,897 (-6%)
Value$5.0M (-$1.1M)
Filed 2026-11-02
Police & Firemen's Retirement System of New Jersey
DECREASED
Shares48,290 from 49,274
Change-984 (-2%)
Value$4.9M (-$887.1K)
Filed 2026-11-09
Ashton Thomas Private Wealth, LLC
INCREASED
Shares45,670 from 44,675
Change+995 (+2%)
Value$4.6M (-$614.1K)
Filed 2026-11-03
New York Life Investment Management LLC
DECREASED
Shares45,388 from 45,447
Change-59 (0%)
Value$4.6M (-$732.6K)
Filed 2026-11-04
United Capital Management of KS, Inc.
INCREASED
Shares44,231 from 42,640
Change+1,591 (+4%)
Value$4.5M (-$521.4K)
Filed 2026-11-04
Prospera Financial Services Inc
INCREASED
Shares44,168 from 9,400
Change+34,768 (+370%)
Value$5.1M (+$4.0M)
Filed 2026-11-04
Synergy Asset Management, LLC
INCREASED
Shares43,535 from 24,620
Change+18,915 (+77%)
Value$4.4M (+$1.5M)
Filed 2026-11-05
Motco
INCREASED
Shares43,390 from 43,135
Change+255 (+1%)
Value$4.4M (-$664.0K)
Filed 2026-11-09
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares43,106 from 39,313
Change+3,793 (+10%)
Value$4.3M (-$246.4K)
Filed 2026-10-13
Zions Bancorporation, National Association
DECREASED
Shares42,435 from 60,921
Change-18,486 (-30%)
Value$4.3M (-$2.8M)
Filed 2026-11-06
Yousif Capital Management, LLC
INCREASED
Shares42,403 from 41,281
Change+1,122 (+3%)
Value$4.3M (-$547.0K)
Filed 2026-10-22
Castellan Group
INCREASED
Shares42,050 from 41,625
Change+425 (+1%)
Value$4.2M (-$622.8K)
Filed 2026-10-19
Bright Rock Capital Management, LLC
UNCHANGED
Shares42,000 from 42,000
Change0 (0%)
Value$4.2M (-$671.6K)
Filed 2026-10-05
D.A. Davidson & Co.
INCREASED
Shares41,997 from 36,585
Change+5,412 (+15%)
Value$4.2M (-$39.6K)
Filed 2026-10-28
Belpointe Asset Management LLC
INCREASED
Shares41,201 from 40,721
Change+480 (+1%)
Value$4.2M (-$602.7K)
Filed 2026-11-09
Oregon Public Employees Retirement Fund
UNCHANGED
Shares40,089 from 40,089
Change0 (0%)
Value$4.0M (-$641.0K)
Filed 2026-10-30
N.E.W. Advisory Services LLC
DECREASED
Shares39,752 from 42,320
Change-2,568 (-6%)
Value$4.0M (-$935.5K)
Filed 2026-11-09
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares39,441 from 36,733
Change+2,708 (+7%)
Value$4.0M (-$314.4K)
Filed 2026-10-27
UniSuper Management Pty Ltd
INCREASED
Shares38,204 from 36,804
Change+1,400 (+4%)
Value$3.9M (-$447.4K)
Filed 2026-10-26
Kestra Private Wealth Services, LLC
INCREASED
Shares37,946 from 36,622
Change+1,324 (+4%)
Value$3.8M (-$452.1K)
Filed 2026-11-06
Somerset Trust Co
DECREASED
Shares37,624 from 37,753
Change-129 (0%)
Value$3.8M (-$616.7K)
Filed 2026-10-13
Vise Technologies, Inc.
DECREASED
Shares37,538 from 39,370
Change-1,832 (-5%)
Value$3.8M (-$814.1K)
Filed 2026-10-29
Alta Capital Management LLC/
DECREASED
Shares37,327 from 40,664
Change-3,337 (-8%)
Value$3.8M (-$986.5K)
Filed 2026-10-26
Raiffeisen Bank International AG
NEW
Shares36,947
Change+36,947
Value$3.8M
Filed 2026-10-28
KBC Group NV
INCREASED
Shares36,924 from 34,792
Change+2,132 (+6%)
Value$3.7K (-$4.1M)
Filed 2026-10-22
Savant Capital, LLC
DECREASED
Shares35,276 from 55,287
Change-20,011 (-36%)
Value$3.6M (-$2.9M)
Filed 2026-11-06
AlphaCore Capital LLC
INCREASED
Shares34,837 from 28,056
Change+6,781 (+24%)
Value$3.5M (+$234.7K)
Filed 2026-11-04
Mutual of America Capital Management LLC
DECREASED
Shares33,328 from 33,565
Change-237 (-1%)
Value$3.4M (-$560.6K)
Filed 2026-10-23
Diversified Management Inc
INCREASED
Shares33,309 from 25,869
Change+7,440 (+29%)
Value$3.4M (+$336.1K)
Filed 2026-10-08
Alps Advisors Inc
INCREASED
Shares32,922 from 30,866
Change+2,056 (+7%)
Value$3.3M (-$286.3K)
Filed 2026-11-03
Level Four Advisory Services, LLC
INCREASED
Shares32,920 from 32,268
Change+652 (+2%)
Value$3.3M (-$450.3K)
Filed 2026-11-06
Lanark Financial, Inc.
INCREASED
Shares32,455 from 32,266
Change+189 (+1%)
Value$3.3M (-$496.9K)
Filed 2026-10-26
Wedbush Securities Inc
INCREASED
Shares31,646 from 29,121
Change+2,525 (+9%)
Value$3.2K (-$3.4M)
Filed 2026-10-22
Journey Advisory Group, LLC
INCREASED
Shares31,487 from 30,447
Change+1,040 (+3%)
Value$3.2M (-$382.0K)
Filed 2026-11-04
Leavell Investment Management, Inc.
INCREASED
Shares31,428 from 30,676
Change+752 (+2%)
Value$3.2M (-$414.7K)
Filed 2026-11-09
Cincinnati Casualty Co
UNCHANGED
Shares31,000 from 31,000
Change0 (0%)
Value$3.1M (-$495.7K)
Filed 2026-11-03
State of Alaska, Department of Revenue
DECREASED
Shares30,870 from 31,915
Change-1,045 (-3%)
Value$3.1K (-$3.7M)
Filed 2026-10-15
Trilogy Capital Inc.
INCREASED
Shares30,851 from 29,110
Change+1,741 (+6%)
Value$3.1M (-$290.0K)
Filed 2026-10-20
Farmers & Merchants Investments Inc
INCREASED
Shares30,775 from 30,722
Change+53 (+0%)
Value$3.1M (-$485.9K)
Filed 2026-10-22
Gamma Investing LLC
INCREASED
Shares30,441 from 30,049
Change+392 (+1%)
Value$3.1M (-$441.0K)
Filed 2026-10-08
apricus wealth, LLC
INCREASED
Shares29,490 from 27,695
Change+1,795 (+6%)
Value$3.0M (-$261.9K)
Filed 2026-10-26
Concurrent Investment Advisors, LLC
DECREASED
Shares29,322 from 43,087
Change-13,765 (-32%)
Value$3.0M (-$2.1M)
Filed 2026-10-16
Mitchell & Pahl Private Wealth, LLC
INCREASED
Shares28,677 from 27,716
Change+961 (+3%)
Value$2.9M (-$346.3K)
Filed 2026-10-14
Regions Financial Corp
DECREASED
Shares28,316 from 29,688
Change-1,372 (-5%)
Value$2.9M (-$613.0K)
Filed 2026-11-05
Lantz Financial LLC
INCREASED
Shares26,950 from 26,829
Change+121 (+0%)
Value$2.7M (-$416.8K)
Filed 2026-10-15
Keybank National Association
DECREASED
Shares26,583 from 29,028
Change-2,445 (-8%)
Value$2.7M (-$710.6K)
Filed 2026-11-04
Associated Banc-Corp
INCREASED
Shares26,408 from 26,330
Change+78 (+0%)
Value$2.7M (-$413.2K)
Filed 2026-10-30
RFG Advisory, LLC
INCREASED
Shares26,209 from 24,716
Change+1,493 (+6%)
Value$2.6M (-$244.8K)
Filed 2026-11-03
MGO One Seven LLC
INCREASED
Shares26,195 from 25,099
Change+1,096 (+4%)
Value$2.6M (-$290.9K)
Filed 2026-10-28
Shakespeare Wealth Management, LLC
UNCHANGED
Shares25,877 from 25,877
Change0 (0%)
Value$2.6M (-$413.8K)
Filed 2026-10-28
Jefferies Financial Group Inc.
DECREASED
Shares25,561 from 30,920
Change-5,359 (-17%)
Value$2.6M (-$1.0M)
Filed 2026-11-05
Lido Advisors, LLC
INCREASED
Shares25,251 from 21,045
Change+4,206 (+20%)
Value$2.5M (+$87.4K)
Filed 2026-11-04
Gulf International Bank (UK) Ltd
UNCHANGED
Shares24,802 from 24,802
Change0 (0%)
Value$2.5K (-$2.9M)
Filed 2026-10-20
Aware Super Pty Ltd as trustee of Aware Super
NEW
Shares23,753
Change+23,753
Value$2.4M
Filed 2026-10-30
Fulton Bank, N.A.
DECREASED
Shares23,673 from 24,135
Change-462 (-2%)
Value$2.4M (-$432.5K)
Filed 2026-10-14
Nordea Investment Management AB
INCREASED
Shares22,830 from 19,889
Change+2,941 (+15%)
Value$2.3M (-$21.5K)
Filed 2026-11-09
Ascent Group, LLC
DECREASED
Shares22,704 from 24,497
Change-1,793 (-7%)
Value$2.3M (-$572.4K)
Filed 2026-10-30
Great Valley Advisor Group, Inc.
INCREASED
Shares22,665 from 21,968
Change+697 (+3%)
Value$2.3M (-$280.5K)
Filed 2026-11-09
Meyer Handelman Co
UNCHANGED
Shares22,550 from 22,550
Change0 (0%)
Value$2.3M (-$360.6K)
Filed 2026-10-28
Stonebridge Financial Group, LLC
INCREASED
Shares22,412 from 21,710
Change+702 (+3%)
Value$2.3M (-$276.5K)
Filed 2026-10-01
Intech Investment Management LLC
DECREASED
Shares22,267 from 24,249
Change-1,982 (-8%)
Value$2.2M (-$587.5K)
Filed 2026-11-09
Penobscot Investment Management Company, Inc.
DECREASED
Shares21,890 from 22,422
Change-532 (-2%)
Value$2.2M (-$412.1K)
Filed 2026-10-26
Inspire Investing, LLC
INCREASED
Shares21,316 from 19,029
Change+2,287 (+12%)
Value$2.1M (-$73.8K)
Filed 2026-10-22
Spirit of America Management Corp
DECREASED
Shares21,000 from 21,800
Change-800 (-4%)
Value$2.1M (-$429.2K)
Filed 2026-10-14
Apollon Financial, LLC
INCREASED
Shares20,626 from 20,113
Change+513 (+3%)
Value$2.1M (-$269.9K)
Filed 2026-10-23
Maryland State Retirement & Pension System
INCREASED
Shares20,565 from 17,798
Change+2,767 (+16%)
Value$2.1M (-$5.7K)
Filed 2026-11-05
GAM Holding AG
DECREASED
Shares20,538 from 22,537
Change-1,999 (-9%)
Value$2.1M (-$561.8K)
Filed 2026-11-03
Parr Mcknight Wealth Management Group, LLC
DECREASED
Shares20,425 from 47,114
Change-26,689 (-57%)
Value$2.1M (-$3.4M)
Filed 2026-10-30
J.W. Cole Advisors, Inc.
INCREASED
Shares20,369 from 20,313
Change+56 (+0%)
Value$2.1M (-$319.1K)
Filed 2026-11-05
Dana Investment Advisors, Inc.
DECREASED
Shares20,206 from 21,430
Change-1,224 (-6%)
Value$2.0M (-$466.0K)
Filed 2026-11-06
Raleigh Capital Management Inc.
INCREASED
Shares20,149 from 19,733
Change+416 (+2%)
Value$2.0M (-$273.6K)
Filed 2026-10-28
Premier Fund Managers Ltd
INCREASED
Shares20,000 from 14,000
Change+6,000 (+43%)
Value$2.1K (+$394)
Filed 2026-11-02
RED Cedar Investment Management, LLC
UNCHANGED
Shares19,946 from 19,946
Change0 (0%)
Value$2.0M (-$318.9K)
Filed 2026-11-04
Mesirow Financial Investment Management, Inc.
DECREASED
Shares19,852 from 21,861
Change-2,009 (-9%)
Value$2.0M (-$551.7K)
Filed 2026-11-05
Clearstead Trust, LLC
INCREASED
Shares19,619 from 18,600
Change+1,019 (+5%)
Value$2.0M (-$194.7K)
Filed 2026-11-06
Farther Finance Advisors, LLC
INCREASED
Shares19,522 from 15,687
Change+3,835 (+24%)
Value$2.0M (+$134.4K)
Filed 2026-10-08
Miller Howard Investments Inc
INCREASED
Shares19,484 from 19,363
Change+121 (+1%)
Value$2.0M (-$297.4K)
Filed 2026-10-26
HB Wealth Management, LLC
INCREASED
Shares19,252 from 15,275
Change+3,977 (+26%)
Value$1.9M (+$156.4K)
Filed 2026-10-23
Pathway Financial Advisers, LLC
DECREASED
Shares19,057 from 19,402
Change-345 (-2%)
Value$1.9M (-$344.9K)
Filed 2026-10-27
Oppenheimer & Co Inc
DECREASED
Shares18,201 from 20,238
Change-2,037 (-10%)
Value$1.8M (-$528.9K)
Filed 2026-10-26
Precedent Wealth Partners, LLC
INCREASED
Shares18,161 from 14,337
Change+3,824 (+27%)
Value$1.8M (+$156.1K)
Filed 2026-10-21
Nicholson Wealth Management Group, LLC
DECREASED
Shares17,729 from 17,945
Change-216 (-1%)
Value$1.8M (-$308.7K)
Filed 2026-11-09
Caldwell Trust Co
DECREASED
Shares17,663 from 17,931
Change-268 (-1%)
Value$1.8M (-$313.7K)
Filed 2026-10-30
Security National Bank
INCREASED
Shares17,420 from 17,400
Change+20 (+0%)
Value$1.8M (-$276.2K)
Filed 2026-10-26
Hartford Investment Management Co
DECREASED
Shares17,402 from 17,776
Change-374 (-2%)
Value$1.8M (-$321.9K)
Filed 2026-11-04
Geneos Wealth Management Inc.
INCREASED
Shares17,057 from 16,049
Change+1,008 (+6%)
Value$1.7M (-$155.0K)
Filed 2026-11-09
Thrivent Financial for Lutherans
INCREASED
Shares16,959 from 15,472
Change+1,487 (+10%)
Value$1.7K (-$1.8M)
Filed 2026-11-05
Ethic Inc.
DECREASED
Shares16,759 from 17,724
Change-965 (-5%)
Value$1.7M (-$380.7K)
Filed 2026-11-03
Hantz Financial Services, Inc.
DECREASED
Shares16,734 from 19,166
Change-2,432 (-13%)
Value$1.7K (-$2.2M)
Filed 2026-11-09
AGF Management LTD
DECREASED
Shares16,700 from 21,241
Change-4,541 (-21%)
Value$1.7M (-$797.3K)
Filed 2026-11-03
Greenwood Capital Associates LLC
DECREASED
Shares16,374 from 16,843
Change-469 (-3%)
Value$1.7M (-$316.6K)
Filed 2026-10-27
Bokf, NA
DECREASED
Shares16,362 from 17,438
Change-1,076 (-6%)
Value$1.6M (-$387.3K)
Filed 2026-10-27
KCM Investment Advisors LLC
DECREASED
Shares16,251 from 16,627
Change-376 (-2%)
Value$1.6M (-$303.7K)
Filed 2026-10-27
New Mexico Educational Retirement Board
UNCHANGED
Shares16,153 from 16,153
Change0 (0%)
Value$1.6K (-$1.9M)
Filed 2026-11-05
IFP Advisors, Inc
INCREASED
Shares16,099 from 14,731
Change+1,368 (+9%)
Value$1.6M (-$97.7K)
Filed 2026-10-16
First Bank & Trust
INCREASED
Shares16,067 from 11,314
Change+4,753 (+42%)
Value$1.6M (+$298.1K)
Filed 2026-10-19
Louisiana State Employees Retirement System
DECREASED
Shares16,000 from 16,600
Change-600 (-4%)
Value$1.6M (-$325.9K)
Filed 2026-10-20
Crossmark Global Holdings, Inc.
DECREASED
Shares15,980 from 16,584
Change-604 (-4%)
Value$1.6M (-$326.1K)
Filed 2026-10-21
Money Concepts Capital Corp
DECREASED
Shares15,756 from 15,764
Change-8 (0%)
Value$1.6M (-$252.9K)
Filed 2026-11-06
Cantor Fitzgerald Investment Advisors L.P.
NEW
Shares15,740
Change+15,740
Value$1.6M
Filed 2026-10-21
Mogy Joel R Investment Counsel Inc
UNCHANGED
Shares15,708 from 15,708
Change0 (0%)
Value$1.6M (-$251.2K)
Filed 2026-10-13
Brookstone Capital Management
DECREASED
Shares15,265 from 16,792
Change-1,527 (-9%)
Value$1.5M (-$422.4K)
Filed 2026-10-22
Banque Pictet & CIE SA
NEW
Shares15,134
Change+15,134
Value$1.5M
Filed 2026-10-16
ICW Investment Advisors LLC
DECREASED
Shares15,083 from 15,311
Change-228 (-1%)
Value$1.5M (-$267.7K)
Filed 2026-10-27
Wright Investors Service Inc
NEW
Shares14,799
Change+14,799
Value$1.5M
Filed 2026-11-02
Stablepoint Partners, LLC
INCREASED
Shares14,765 from 14,345
Change+420 (+3%)
Value$1.5M (-$187.0K)
Filed 2026-11-03
Nations Financial Group Inc,
INCREASED
Shares14,735 from 14,585
Change+150 (+1%)
Value$1.5M (-$218.1K)
Filed 2026-11-05
BKM Wealth Management, LLC
INCREASED
Shares14,710 from 13,507
Change+1,203 (+9%)
Value$1.5M (-$94.7K)
Filed 2026-10-22
Landaas & Co
INCREASED
Shares14,647 from 13,903
Change+744 (+5%)
Value$1.5M (-$147.3K)
Filed 2026-10-29
Matrix Trust Co
UNCHANGED
Shares14,621 from 14,621
Change0 (0%)
Value$1.5K (-$233)
Filed 2026-10-07
BI Asset Management Fondsmaeglerselskab A/S
DECREASED
Shares14,586 from 75,093
Change-60,507 (-81%)
Value$1.5K (-$8.8M)
Filed 2026-10-22
Verdence Capital Advisors LLC
INCREASED
Shares14,583 from 14,573
Change+10 (+0%)
Value$1.5M (-$232.0K)
Filed 2026-10-26
Richard C. Young & Co., Ltd.
INCREASED
Shares14,414 from 14,338
Change+76 (+1%)
Value$1.5M (-$221.6K)
Filed 2026-11-04
Citizens Financial Group Inc
INCREASED
Shares14,284 from 12,703
Change+1,581 (+12%)
Value$1.4M (-$43.7K)
Filed 2026-10-23
LVW Advisors, LLC
DECREASED
Shares14,227 from 14,446
Change-219 (-2%)
Value$1.4M (-$253.2K)
Filed 2026-10-19
American Capital Advisory, LLC
INCREASED
Shares14,132 from 22
Change+14,110 (+64136%)
Value$1.4M (+$1.4M)
Filed 2026-10-28
Fiduciary Alliance LLC
DECREASED
Shares13,430 from 13,550
Change-120 (-1%)
Value$1.4M (-$228.8K)
Filed 2026-10-13
Diversified Enterprises, LLC
INCREASED
Shares13,394 from 13,220
Change+174 (+1%)
Value$1.3M (-$193.8K)
Filed 2026-10-19
MSH Capital Advisors LLC
DECREASED
Shares13,142 from 13,292
Change-150 (-1%)
Value$1.3M (-$227.7K)
Filed 2026-11-03
Argonautica Private Wealth Management, Inc
NEW
Shares12,803
Change+12,803
Value$1.3M
Filed 2026-11-02
Apollon Wealth Management, LLC
DECREASED
Shares12,742 from 15,046
Change-2,304 (-15%)
Value$1.3M (-$472.7K)
Filed 2026-10-23
IAG Wealth Partners, LLC
INCREASED
Shares12,640 from 12,638
Change+2 (+0%)
Value$1.3M (-$201.8K)
Filed 2026-11-06
Univest Financial Corp
DECREASED
Shares12,579 from 13,746
Change-1,167 (-8%)
Value$1.3M (-$337.4K)
Filed 2026-11-05
Clearstead Advisors, LLC
INCREASED
Shares12,309 from 10,459
Change+1,850 (+18%)
Value$1.2M (+$18.9K)
Filed 2026-11-06
Conning Inc.
UNCHANGED
Shares12,264 from 12,264
Change0 (0%)
Value$1.2M (-$196.1K)
Filed 2026-10-27
Sigma Planning Corp
INCREASED
Shares12,098 from 12,070
Change+28 (+0%)
Value$1.2M (-$190.1K)
Filed 2026-10-23
Marks Group Wealth Management, Inc
DECREASED
Shares11,840 from 16,439
Change-4,599 (-28%)
Value$1.2M (-$726.3K)
Filed 2026-11-05
Valmark Advisers, Inc.
INCREASED
Shares11,812 from 10,868
Change+944 (+9%)
Value$1.2M (-$78.6K)
Filed 2026-11-06
Enhancing Capital LLC
UNCHANGED
Shares11,706 from 11,706
Change0 (0%)
Value$1.2M (-$187.2K)
Filed 2026-10-26
Welch & Forbes LLC
UNCHANGED
Shares11,648 from 11,648
Change0 (0%)
Value$1.2M (-$186.3K)
Filed 2026-11-04
Cornell Pochily Investment Advisors, Inc.
DECREASED
Shares11,618 from 12,167
Change-549 (-5%)
Value$1.2M (-$249.9K)
Filed 2026-10-19
McGlone Suttner Wealth Management, Inc.
DECREASED
Shares11,582 from 11,653
Change-71 (-1%)
Value$1.2M (-$193.5K)
Filed 2026-10-13
Hummer Financial Advisory Services Inc
DECREASED
Shares11,544 from 11,622
Change-78 (-1%)
Value$1.2M (-$193.7K)
Filed 2026-10-09
Venture Visionary Partners LLC
INCREASED
Shares11,383 from 10,831
Change+552 (+5%)
Value$1.1M (-$117.6K)
Filed 2026-10-07
Charter Capital Management, Llc\de
INCREASED
Shares11,054 from 11,037
Change+17 (+0%)
Value$1.1M (-$174.8K)
Filed 2026-10-28
Tokio Marine Asset Management Co LTD
INCREASED
Shares11,000 from 10,658
Change+342 (+3%)
Value$1.1M (-$136.0K)
Filed 2026-10-26
RIA Advisory Group LLC
INCREASED
Shares10,902 from 10,788
Change+114 (+1%)
Value$1.1M (-$161.1K)
Filed 2026-10-15
Legacy Private Trust Co.
UNCHANGED
Shares10,684 from 10,684
Change0 (0%)
Value$1.1M (-$170.8K)
Filed 2026-10-06
HighPoint Advisor Group LLC
DECREASED
Shares10,666 from 11,288
Change-622 (-6%)
Value$1.1M (-$243.1K)
Filed 2026-11-09
Turning Point Benefit Group, Inc.
INCREASED
Shares10,611 from 9,682
Change+929 (+10%)
Value$1.1M (-$50.3K)
Filed 2026-10-28
Fourpath Capital Management, LLC
DECREASED
Shares10,414 from 10,615
Change-201 (-2%)
Value$1.0M (-$190.0K)
Filed 2026-10-19
PFW Advisors LLC
DECREASED
Shares10,365 from 10,389
Change-24 (0%)
Value$1.0M (-$168.5K)
Filed 2026-10-07
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
NEW
Shares9,997
Change+9,997
Value$1.0M
Filed 2026-10-22
North Dakota State Investment Board
INCREASED
Shares9,984 from 9,681
Change+303 (+3%)
Value$1.0M (-$124.3K)
Filed 2026-10-27
Steph & Co
UNCHANGED
Shares9,981 from 9,981
Change0 (0%)
Value$1.0M (-$159.6K)
Filed 2026-10-07
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares9,973 from 9,973
Change0 (0%)
Value$1.0M (-$159.5K)
Filed 2026-10-23
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares9,951 from 9,188
Change+763 (+8%)
Value$1.0M (-$70.0K)
Filed 2026-10-14
Birch Financial Group, LLC
INCREASED
Shares9,799 from 9,704
Change+95 (+1%)
Value$987.5K (-$145.6K)
Filed 2026-10-27
Sterling Capital Management LLC
DECREASED
Shares9,795 from 42,963
Change-33,168 (-77%)
Value$987.1K (-$4.0M)
Filed 2026-10-22
Portfolio Design Labs, LLC
INCREASED
Shares9,786 from 9,666
Change+120 (+1%)
Value$986.3K (-$142.4K)
Filed 2026-11-04
Profund Advisors LLC
DECREASED
Shares9,771 from 10,199
Change-428 (-4%)
Value$984.7K (-$206.2K)
Filed 2026-10-29
Blue Trust, Inc.
DECREASED
Shares9,728 from 10,717
Change-989 (-9%)
Value$980.3K (-$271.1K)
Filed 2026-10-15
Wealth Architects, LLC
DECREASED
Shares9,723 from 9,733
Change-10 (0%)
Value$979.9K (-$156.6K)
Filed 2026-11-03
American State Bank (Iowa)
INCREASED
Shares9,684 from 9,584
Change+100 (+1%)
Value$976.0K (-$143.2K)
Filed 2026-11-03
Alliance Wealth Advisors, LLC
DECREASED
Shares9,520 from 10,984
Change-1,464 (-13%)
Value$959.5K (-$323.0K)
Filed 2026-10-28
Carnegie Investment Counsel
INCREASED
Shares9,518 from 8,301
Change+1,217 (+15%)
Value$959.2K (-$10.1K)
Filed 2026-10-20
Chicago Capital, LLC
INCREASED
Shares9,484 from 8,404
Change+1,080 (+13%)
Value$955.8K (-$25.5K)
Filed 2026-10-13
West Family Investments, Inc.
INCREASED
Shares9,366 from 3,864
Change+5,502 (+142%)
Value$943.9K (+$492.7K)
Filed 2026-11-09
Trueblood Wealth Management, LLC
DECREASED
Shares9,360 from 9,620
Change-260 (-3%)
Value$943.3K (-$180.0K)
Filed 2026-10-23
Bank & Trust Co
DECREASED
Shares9,272 from 9,365
Change-93 (-1%)
Value$934.4K (-$159.1K)
Filed 2026-10-07
Exchange Traded Concepts, LLC
INCREASED
Shares9,233 from 7,715
Change+1,518 (+20%)
Value$930.5K (+$29.6K)
Filed 2026-10-28
Hendershot Investments Inc.
UNCHANGED
Shares9,218 from 9,218
Change0 (0%)
Value$929.0K (-$147.4K)
Filed 2026-11-05
Schaper Benz & Wise Investment Counsel Inc
INCREASED
Shares9,186 from 4,718
Change+4,468 (+95%)
Value$925.7K (+$374.9K)
Filed 2026-10-09
Parsons Capital Management Inc
DECREASED
Shares9,155 from 12,777
Change-3,622 (-28%)
Value$922.7K (-$569.3K)
Filed 2026-10-28
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares9,107 from 8,939
Change+168 (+2%)
Value$917.8K (-$126.0K)
Filed 2026-10-13
Schmidt P J Investment Management Inc
INCREASED
Shares8,976 from 8,748
Change+228 (+3%)
Value$904.6K (-$116.9K)
Filed 2026-11-02
Plus Group Wealth Advisors LLC
INCREASED
Shares8,964 from 8,963
Change+1 (+0%)
Value$903.3K (-$143.3K)
Filed 2026-10-19
Sierra Summit Advisors LLC
INCREASED
Shares8,936 from 8,713
Change+223 (+3%)
Value$900.6K (-$116.8K)
Filed 2026-10-28
Triangle Securities Wealth Management
INCREASED
Shares8,934 from 7,739
Change+1,195 (+15%)
Value$900.3K (-$3.3K)
Filed 2026-10-14
Aaron Wealth Advisors LLC
INCREASED
Shares8,831 from 5,326
Change+3,505 (+66%)
Value$890.0K (+$268.1K)
Filed 2026-10-13
Commerce Advisors, LLC
DECREASED
Shares8,693 from 8,790
Change-97 (-1%)
Value$876.1K (-$150.3K)
Filed 2026-10-19
Choreo, LLC
INCREASED
Shares8,641 from 8,184
Change+457 (+6%)
Value$870.9K (-$84.7K)
Filed 2026-10-28
Securian Asset Management, Inc
DECREASED
Shares8,501 from 8,671
Change-170 (-2%)
Value$856.7K (-$126.1K)
Filed 2026-11-06
ABC Arbitrage SA
INCREASED
Shares8,487 from 5,289
Change+3,198 (+60%)
Value$855.3K (+$237.7K)
Filed 2026-10-23
Montag A & Associates Inc
INCREASED
Shares8,486 from 8,414
Change+72 (+1%)
Value$855.2K (-$127.3K)
Filed 2026-10-29
Portside Wealth Group, LLC
DECREASED
Shares8,309 from 8,499
Change-190 (-2%)
Value$837.4K (-$155.0K)
Filed 2026-10-20
Searle & Co.
UNCHANGED
Shares8,200 from 8,200
Change0 (0%)
Value$826.4K (-$131.1K)
Filed 2026-11-04
ProVise Management Group, LLC
INCREASED
Shares8,142 from 7,730
Change+412 (+5%)
Value$820.6K (-$82.1K)
Filed 2026-11-06
Saxony Capital Management, LLC
NEW
Shares8,096
Change+8,096
Value$815.9K
Filed 2026-10-15
Intrua Financial, LLC
DECREASED
Shares7,955 from 8,518
Change-563 (-7%)
Value$801.7K (-$192.9K)
Filed 2026-10-28
Winch Advisory Services, LLC
INCREASED
Shares7,928 from 7,858
Change+70 (+1%)
Value$799.0K (-$118.6K)
Filed 2026-11-06
Axxcess Wealth Management, LLC
DECREASED
Shares7,805 from 10,703
Change-2,898 (-27%)
Value$786.6K (-$463.2K)
Filed 2026-10-21
Edgestream Partners, L.P.
NEW
Shares7,702
Change+7,702
Value$776.2K
Filed 2026-11-10
Norden Group LLC
DECREASED
Shares7,562 from 8,780
Change-1,218 (-14%)
Value$762.1K (-$263.0K)
Filed 2026-10-20
Clifford Swan Investment Counsel LLC
UNCHANGED
Shares7,554 from 7,554
Change0 (0%)
Value$761.3K (-$120.8K)
Filed 2026-11-05
Romano Brothers and Company
UNCHANGED
Shares7,499 from 7,499
Change0 (0%)
Value$755.7K (-$119.9K)
Filed 2026-10-22
Obermeyer Wealth Partners
DECREASED
Shares7,486 from 7,497
Change-11 (0%)
Value$754.4K (-$121.0K)
Filed 2026-10-21
Canada Post Corp Registered Pension Plan
UNCHANGED
Shares7,452 from 7,452
Change0 (0%)
Value$764.4K (-$105.7K)
Filed 2026-11-09
Chicago Partners Investment Group LLC
INCREASED
Shares7,408 from 4,425
Change+2,983 (+67%)
Value$823.0K (+$315.4K)
Filed 2026-10-27
Revisor Wealth Management LLC
DECREASED
Shares7,371 from 7,689
Change-318 (-4%)
Value$772.2K (-$125.7K)
Filed 2026-10-20
Ascentis Independent Advisors
NEW
Shares7,328
Change+7,328
Value$738.5K
Filed 2026-11-03
North Star Investment Management Corp.
INCREASED
Shares7,316 from 7,293
Change+23 (+0%)
Value$737.3K (-$114.3K)
Filed 2026-10-27
Integrated Advisors Network LLC
DECREASED
Shares7,077 from 7,166
Change-89 (-1%)
Value$713.2K (-$123.5K)
Filed 2026-10-20
Greenleaf Trust
DECREASED
Shares6,946 from 8,036
Change-1,090 (-14%)
Value$700.0K (-$238.3K)
Filed 2026-10-29
Signaturefd, LLC
INCREASED
Shares6,936 from 6,016
Change+920 (+15%)
Value$699.0K (-$3.5K)
Filed 2026-10-23
First United Bank & Trust
DECREASED
Shares6,912 from 7,280
Change-368 (-5%)
Value$696.6K (-$153.5K)
Filed 2026-10-22
Wesbanco Bank Inc
DECREASED
Shares6,884 from 6,984
Change-100 (-1%)
Value$693.8K (-$121.8K)
Filed 2026-11-04
Beverly Hills Private Wealth, LLC
INCREASED
Shares6,838 from 5,294
Change+1,544 (+29%)
Value$689.1K (+$70.9K)
Filed 2026-11-04
Beaton Management Co. Inc.
DECREASED
Shares6,688 from 7,088
Change-400 (-6%)
Value$674 (-$827.3K)
Filed 2026-11-09
Centennial Wealth Advisory LLC
INCREASED
Shares6,639 from 6,188
Change+451 (+7%)
Value$669.2K (-$53.6K)
Filed 2026-10-16
Richmond Investment Services, LLC
INCREASED
Shares6,624 from 6,382
Change+242 (+4%)
Value$667.6K (-$77.6K)
Filed 2026-10-29
Krilogy Financial LLC
INCREASED
Shares6,505 from 4,033
Change+2,472 (+61%)
Value$682.4K (+$211.5K)
Filed 2026-10-13
Burling Wealth Partners, LLC
DECREASED
Shares6,476 from 6,859
Change-383 (-6%)
Value$652.7K (-$148.3K)
Filed 2026-11-09
Focus Financial Network, Inc.
INCREASED
Shares6,463 from 6,287
Change+176 (+3%)
Value$651.4K (-$82.8K)
Filed 2026-10-14
Danske Bank A/S
DECREASED
Shares6,459 from 15,721
Change-9,262 (-59%)
Value$650.9K (-$1.2M)
Filed 2026-11-09
Ti-Trust, Inc
INCREASED
Shares6,456 from 6,430
Change+26 (+0%)
Value$650.6K (-$100.2K)
Filed 2026-10-21
Private Trust Co NA
INCREASED
Shares6,433 from 6,359
Change+74 (+1%)
Value$648.3K (-$94.3K)
Filed 2026-10-20
UMB Bank, n.a.
DECREASED
Shares6,351 from 6,697
Change-346 (-5%)
Value$640.1K (-$142.0K)
Filed 2026-11-06
Simplex Trading, LLC
INCREASED
Shares6,334 from 2,165
Change+4,169 (+193%)
Value$638.3K (+$385.5K)
Filed 2026-11-04
Sagespring Wealth Partners, LLC
DECREASED
Shares6,276 from 6,868
Change-592 (-9%)
Value$632.5K (-$169.5K)
Filed 2026-10-22
NorthCrest Asset Manangement, LLC
NEW
Shares6,245
Change+6,245
Value$647.0K
Filed 2026-10-13
V-Square Quantitative Management LLC
INCREASED
Shares6,245 from 5,597
Change+648 (+12%)
Value$629.4K (-$24.2K)
Filed 2026-10-15
Diversified Trust Co
DECREASED
Shares6,185 from 6,444
Change-259 (-4%)
Value$623.3K (-$129.1K)
Filed 2026-11-06
Bridges Investment Management Inc
UNCHANGED
Shares6,137 from 6,137
Change0 (0%)
Value$618.5K (-$98.1K)
Filed 2026-11-10
Cerro Pacific Wealth Advisors LLC
INCREASED
Shares6,099 from 6,085
Change+14 (+0%)
Value$614.7K (-$95.9K)
Filed 2026-10-22
Chicago Trust Co NA
DECREASED
Shares6,074 from 7,154
Change-1,080 (-15%)
Value$612.1K (-$223.2K)
Filed 2026-10-28
Daymark Wealth Partners, LLC
INCREASED
Shares6,055 from 5,021
Change+1,034 (+21%)
Value$610.2K (+$23.9K)
Filed 2026-11-04
Advisors Management Group Inc
INCREASED
Shares6,044 from 6,024
Change+20 (+0%)
Value$609 (-$702.4K)
Filed 2026-11-05
Trust Co of Toledo NA
DECREASED
Shares6,025 from 6,246
Change-221 (-4%)
Value$607.2K (-$122.1K)
Filed 2026-10-16
SYM Financial Corp
INCREASED
Shares6,020 from 5,409
Change+611 (+11%)
Value$606.7K (-$24.9K)
Filed 2026-10-26
CWS Financial Advisors, LLC
DECREASED
Shares5,873 from 7,054
Change-1,181 (-17%)
Value$591.9K (-$231.8K)
Filed 2026-10-16
Park Place Capital Corp
DECREASED
Shares5,850 from 6,125
Change-275 (-4%)
Value$589.6K (-$125.7K)
Filed 2026-11-09
Prime Capital Investment Advisors, LLC
INCREASED
Shares5,814 from 5,751
Change+63 (+1%)
Value$585.9K (-$85.6K)
Filed 2026-10-20
Compound Planning, Inc.
DECREASED
Shares5,802 from 5,997
Change-195 (-3%)
Value$584.7K (-$115.5K)
Filed 2026-11-09
Tema Etfs LLC
INCREASED
Shares5,744 from 5,657
Change+87 (+2%)
Value$578.9K (-$81.7K)
Filed 2026-10-16
Avantax Planning Partners, Inc.
INCREASED
Shares5,729 from 5,667
Change+62 (+1%)
Value$577.4K (-$84.4K)
Filed 2026-11-03
Parallel Advisors, LLC
INCREASED
Shares5,710 from 5,497
Change+213 (+4%)
Value$575.4K (-$66.6K)
Filed 2026-11-03
Blossom Wealth Management
INCREASED
Shares5,591 from 5,171
Change+420 (+8%)
Value$563.5K (-$40.4K)
Filed 2026-11-03
Central Trust Co
DECREASED
Shares5,578 from 6,104
Change-526 (-9%)
Value$562.2K (-$150.6K)
Filed 2026-11-05
Caitong International Asset Management Co., Ltd
INCREASED
Shares5,555 from 2,139
Change+3,416 (+160%)
Value$559.8K (+$310.1K)
Filed 2026-10-29
City State Bank
UNCHANGED
Shares5,492 from 5,492
Change0 (0%)
Value$553.5K (-$87.8K)
Filed 2026-10-20
Segment Wealth Management, LLC
INCREASED
Shares5,437 from 5,401
Change+36 (+1%)
Value$547.9K (-$82.7K)
Filed 2026-10-26
Kesler, Norman & Wride, LLC
DECREASED
Shares5,372 from 5,715
Change-343 (-6%)
Value$541.4K (-$125.9K)
Filed 2026-11-06
Elyxium Wealth, LLC
DECREASED
Shares5,321 from 5,663
Change-342 (-6%)
Value$536.2K (-$125.1K)
Filed 2026-10-27
Perigon Wealth Management, LLC
DECREASED
Shares5,270 from 5,619
Change-349 (-6%)
Value$531.1K (-$125.0K)
Filed 2026-10-22
HBK Sorce Advisory LLC
INCREASED
Shares5,253 from 5,145
Change+108 (+2%)
Value$621.6K (+$64.5K)
Filed 2026-11-06
Eastern Bank
INCREASED
Shares5,230 from 5,197
Change+33 (+1%)
Value$527.1K (-$79.8K)
Filed 2026-10-05
Indivisible Partners
INCREASED
Shares5,215 from 4,938
Change+277 (+6%)
Value$525.6K (-$51.0K)
Filed 2026-10-26
Master's Wealth Management Inc.
INCREASED
Shares5,154 from 5,134
Change+20 (+0%)
Value$519.4K (-$80.1K)
Filed 2026-10-22
Fifth Third Wealth Advisors LLC
DECREASED
Shares5,104 from 5,212
Change-108 (-2%)
Value$514.4K (-$94.2K)
Filed 2026-10-22
Diversify Wealth Management, LLC
INCREASED
Shares5,076 from 4,978
Change+98 (+2%)
Value$538.3K (-$28.4K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares5,076 from 4,978
Change+98 (+2%)
Value$538.3K (-$28.4K)
Filed 2026-10-20
TD Waterhouse Canada Inc.
DECREASED
Shares4,987 from 13,287
Change-8,300 (-62%)
Value$507.4K (-$1.0M)
Filed 2026-10-16
Journey Retirement Planning & Investment Management LLC
DECREASED
Shares4,956 from 5,817
Change-861 (-15%)
Value$499.6K (-$179.6K)
Filed 2026-10-09
MPS Loria Financial Planners, LLC
INCREASED
Shares4,954 from 4,922
Change+32 (+1%)
Value$499.3K (-$75.4K)
Filed 2026-10-14
Coldstream Capital Management Inc
DECREASED
Shares4,916 from 5,916
Change-1,000 (-17%)
Value$495.5K (-$195.3K)
Filed 2026-11-09
Certuity, LLC
INCREASED
Shares4,906 from 3,225
Change+1,681 (+52%)
Value$494.4K (+$117.8K)
Filed 2026-11-02
Partnership Wealth Management, LLC
UNCHANGED
Shares4,900 from 4,900
Change0 (0%)
Value$493.8K (-$78.4K)
Filed 2026-10-05
Moisand Fitzgerald Tamayo, LLC
UNCHANGED
Shares4,893 from 4,893
Change0 (0%)
Value$493.1K (-$78.2K)
Filed 2026-10-15
Florida Trust Wealth Management Co
INCREASED
Shares4,865 from 4,590
Change+275 (+6%)
Value$490.3K (-$45.7K)
Filed 2026-11-05
Kingdom Financial Group Llc.
DECREASED
Shares4,862 from 5,183
Change-321 (-6%)
Value$490.0K (-$115.1K)
Filed 2026-11-04
Tsfg, LLC
DECREASED
Shares4,849 from 5,205
Change-356 (-7%)
Value$489 (-$607.5K)
Filed 2026-10-23
Mill Capital Management, LLC
UNCHANGED
Shares4,824 from 4,824
Change0 (0%)
Value$486.2K (-$77.1K)
Filed 2026-10-26
Integrity Alliance, Llc.
INCREASED
Shares4,818 from 4,715
Change+103 (+2%)
Value$485.6K (-$65.0K)
Filed 2026-10-29
Badgley Phelps Wealth Managers, LLC
UNCHANGED
Shares4,792 from 4,792
Change0 (0%)
Value$482.9K (-$76.6K)
Filed 2026-10-22
Wedmont Private Capital
INCREASED
Shares4,742 from 3,911
Change+831 (+21%)
Value$491.3K (+$41.7K)
Filed 2026-10-09
ARS Wealth Advisors Group, LLC
DECREASED
Shares4,725 from 5,675
Change-950 (-17%)
Value$476.2K (-$186.5K)
Filed 2026-10-16
Csenge Advisory Group
INCREASED
Shares4,703 from 4,517
Change+186 (+4%)
Value$473.9K (-$53.5K)
Filed 2026-11-04
Skba Capital Management LLC
UNCHANGED
Shares4,665 from 4,665
Change0 (0%)
Value$470.1K (-$74.6K)
Filed 2026-11-09
Brighton Jones LLC
INCREASED
Shares4,647 from 3,685
Change+962 (+26%)
Value$468.3K (+$38.0K)
Filed 2026-11-03
West Paces Advisors Inc.
DECREASED
Shares4,552 from 4,569
Change-17 (0%)
Value$458.8K (-$74.8K)
Filed 2026-10-13
CWA Asset Management Group, LLC
DECREASED
Shares4,545 from 4,650
Change-105 (-2%)
Value$458.0K (-$84.9K)
Filed 2026-10-19
Simplicity Wealth,LLC
DECREASED
Shares4,536 from 4,724
Change-188 (-4%)
Value$457.2K (-$94.4K)
Filed 2026-10-23
Gibbs Wealth Management
DECREASED
Shares4,532 from 4,670
Change-138 (-3%)
Value$456.7K (-$88.6K)
Filed 2026-10-22
Brown Miller Wealth Management, LLC
UNCHANGED
Shares4,528 from 4,528
Change0 (0%)
Value$456.3K (-$72.4K)
Filed 2026-11-02
Hudock, Inc.
UNCHANGED
Shares4,513 from 4,513
Change0 (0%)
Value$454.9K (-$72.2K)
Filed 2026-10-14
Financial Advisory Partners, LLC
DECREASED
Shares4,477 from 4,507
Change-30 (-1%)
Value$451.2K (-$75.1K)
Filed 2026-10-23
Chesley Taft & Associates LLC
DECREASED
Shares4,458 from 4,460
Change-2 (0%)
Value$449.3K (-$71.5K)
Filed 2026-10-13
Vontobel Holding Ltd.
DECREASED
Shares4,370 from 4,435
Change-65 (-1%)
Value$440.4K (-$77.5K)
Filed 2026-10-16
HUB Investment Partners, LLC
INCREASED
Shares4,329 from 3,308
Change+1,021 (+31%)
Value$436.3K (+$50.0K)
Filed 2026-11-03
StoneX Group Inc.
INCREASED
Shares4,298 from 2,844
Change+1,454 (+51%)
Value$450.3K (+$117.0K)
Filed 2026-11-03
Paragon Private Wealth Management, LLC
DECREASED
Shares4,296 from 5,131
Change-835 (-16%)
Value$433.0K (-$166.2K)
Filed 2026-10-20
Certior Financial Group, LLC
INCREASED
Shares4,295 from 4,286
Change+9 (+0%)
Value$432.9K (-$67.6K)
Filed 2026-10-19
Marble Harbor Investment Counsel, LLC
DECREASED
Shares4,293 from 4,368
Change-75 (-2%)
Value$432.6K (-$77.4K)
Filed 2026-11-06
Highland Investment Advisors LLC
INCREASED
Shares4,258 from 4,255
Change+3 (+0%)
Value$429.1K (-$67.7K)
Filed 2026-11-09
Redmond Asset Management, LLC
UNCHANGED
Shares4,250 from 4,250
Change0 (0%)
Value$428.3K (-$68.0K)
Filed 2026-10-27
Duncker Streett & Co Inc
UNCHANGED
Shares4,235 from 4,235
Change0 (0%)
Value$426.8K (-$67.7K)
Filed 2026-10-27
Creative Financial Designs Inc
INCREASED
Shares4,227 from 1,643
Change+2,584 (+157%)
Value$426.0K (+$234.1K)
Filed 2026-11-04
Robertson Stephens Wealth Management, LLC
INCREASED
Shares4,219 from 4,160
Change+59 (+1%)
Value$425.2K (-$60.6K)
Filed 2026-10-16
Bullock Wealth Management Group
INCREASED
Shares4,207 from 4,146
Change+61 (+1%)
Value$428.0K (-$53.8K)
Filed 2026-10-09
Thrive Wealth Management, LLC
DECREASED
Shares4,201 from 4,326
Change-125 (-3%)
Value$423.3K (-$81.9K)
Filed 2026-10-13
Carret Asset Management, LLC
UNCHANGED
Shares4,200 from 4,200
Change0 (0%)
Value$423.3K (-$67.2K)
Filed 2026-11-04
Old Second National Bank of Aurora
UNCHANGED
Shares4,196 from 4,196
Change0 (0%)
Value$422.9K (-$67.1K)
Filed 2026-10-22
71 West Capital Partners
INCREASED
Shares4,112 from 4,066
Change+46 (+1%)
Value$414.4K (-$60.4K)
Filed 2026-11-04
Code Waechter LLC
INCREASED
Shares4,110 from 2,999
Change+1,111 (+37%)
Value$414.2K (+$64.0K)
Filed 2026-10-23
Midwest Trust Co
DECREASED
Shares4,065 from 4,544
Change-479 (-11%)
Value$409.7K (-$120.9K)
Filed 2026-10-22
Moors & Cabot, Inc.
INCREASED
Shares4,063 from 3,980
Change+83 (+2%)
Value$409.5K (-$55.3K)
Filed 2026-11-06
Praxis Investment Management Inc
UNCHANGED
Shares4,050 from 4,050
Change0 (0%)
Value$408 (-$472.6K)
Filed 2026-11-03
PUREfi Wealth, LLC
DECREASED
Shares4,048 from 4,252
Change-204 (-5%)
Value$408.0K (-$88.5K)
Filed 2026-10-19
Mission Wealth Management, LP
DECREASED
Shares4,034 from 5,337
Change-1,303 (-24%)
Value$406.5K (-$216.7K)
Filed 2026-10-15
OpenArc Corporate Advisory, LLC
DECREASED
Shares3,935 from 4,057
Change-122 (-3%)
Value$396.6K (-$77.2K)
Filed 2026-10-21
International Private Wealth Advisors LLC
DECREASED
Shares3,930 from 3,986
Change-56 (-1%)
Value$396.1K (-$69.4K)
Filed 2026-11-05
Cache Advisors, LLC
NEW
Shares3,915
Change+3,915
Value$394.6K
Filed 2026-10-16
TBH Global Asset Management, LLC
DECREASED
Shares3,901 from 5,867
Change-1,966 (-34%)
Value$393.2K (-$291.9K)
Filed 2026-11-03
Monument Capital Management
DECREASED
Shares3,883 from 5,572
Change-1,689 (-30%)
Value$391.3K (-$259.3K)
Filed 2026-10-09
Argent Trust Co
INCREASED
Shares3,868 from 3,396
Change+472 (+14%)
Value$389.8K (-$6.7K)
Filed 2026-11-09
Asset One Wealth Management LLC
INCREASED
Shares3,865 from 1,956
Change+1,909 (+98%)
Value$389.5K (+$168.5K)
Filed 2026-11-02
B. Riley Wealth Advisors, Inc.
INCREASED
Shares3,861 from 2,824
Change+1,037 (+37%)
Value$389.2K (+$54.6K)
Filed 2026-10-13
Fortis Group Advisors, LLC
UNCHANGED
Shares3,819 from 3,819
Change0 (0%)
Value$384.9K (-$61.1K)
Filed 2026-11-06
Brandywine OAK Private Wealth LLC
INCREASED
Shares3,810 from 3,791
Change+19 (+1%)
Value$384.0K (-$58.7K)
Filed 2026-10-23
Impact Partnership Wealth, LLC
INCREASED
Shares3,803 from 3,802
Change+1 (+0%)
Value$383.2K (-$60.8K)
Filed 2026-11-09
Appleton Partners Inc
UNCHANGED
Shares3,782 from 3,782
Change0 (0%)
Value$381 (-$441.6K)
Filed 2026-10-30
Legacy Capital Wealth Partners, LLC
INCREASED
Shares3,777 from 3,745
Change+32 (+1%)
Value$380.7K (-$56.7K)
Filed 2026-10-21
AlphaStar Capital Management, LLC
DECREASED
Shares3,775 from 3,841
Change-66 (-2%)
Value$380.5K (-$68.0K)
Filed 2026-10-16
Moody Lynn Lieberson & Walker, LLC
DECREASED
Shares3,763 from 4,032
Change-269 (-7%)
Value$379.2K (-$91.6K)
Filed 2026-10-14
Nilsine Partners, LLC
INCREASED
Shares3,761 from 3,619
Change+142 (+4%)
Value$379.0K (-$43.6K)
Filed 2026-11-02
Glenview Trust Co
INCREASED
Shares3,739 from 3,580
Change+159 (+4%)
Value$376.8K (-$41.2K)
Filed 2026-10-28
ZWJ Investment Counsel Inc
DECREASED
Shares3,708 from 3,739
Change-31 (-1%)
Value$373.7K (-$62.9K)
Filed 2026-10-15
Stokes Capital Advisors, LLC
INCREASED
Shares3,700 from 2,684
Change+1,016 (+38%)
Value$372.9K (+$59.5K)
Filed 2026-10-09
Buska Wealth Management, LLC
UNCHANGED
Shares3,700 from 3,700
Change0 (0%)
Value$372.9K (-$59.2K)
Filed 2026-10-08
Baker Avenue Asset Management, LP
NEW
Shares3,677
Change+3,677
Value$370.6K
Filed 2026-11-06
Carl P. Sherr & Co., LLC
DECREASED
Shares3,651 from 4,186
Change-535 (-13%)
Value$367.9K (-$120.9K)
Filed 2026-11-06
Keudell ison Wealth Management
DECREASED
Shares3,614 from 3,781
Change-167 (-4%)
Value$364.2K (-$77.3K)
Filed 2026-10-16
Smithfield Trust Co
DECREASED
Shares3,606 from 3,806
Change-200 (-5%)
Value$363 (-$442.6K)
Filed 2026-11-09
AdvisorNet Financial, Inc
DECREASED
Shares3,578 from 3,755
Change-177 (-5%)
Value$381.9K (-$56.6K)
Filed 2026-10-15
Advisor OS, LLC
DECREASED
Shares3,571 from 4,521
Change-950 (-21%)
Value$359.9K (-$168.0K)
Filed 2026-11-03
M Holdings Securities, Inc.
NEW
Shares3,555
Change+3,555
Value$390
Filed 2026-11-03
Strategy Asset Managers LLC
INCREASED
Shares3,546 from 3,408
Change+138 (+4%)
Value$357.3K (-$40.6K)
Filed 2026-10-14
Oarsman Capital, Inc.
UNCHANGED
Shares3,545 from 3,545
Change0 (0%)
Value$357.3K (-$56.7K)
Filed 2026-11-05
RDA Financial Network
DECREASED
Shares3,539 from 3,540
Change-1 (0%)
Value$356.7K (-$56.7K)
Filed 2026-10-15
Avaii Wealth Management, LLC
DECREASED
Shares3,508 from 3,523
Change-15 (0%)
Value$356.4K (-$54.9K)
Filed 2026-10-09
Reynders McVeigh Capital Management, LLC
DECREASED
Shares3,454 from 3,455
Change-1 (0%)
Value$348.1K (-$54.9K)
Filed 2026-10-30
Candriam S.C.A.
UNCHANGED
Shares3,452 from 3,452
Change0 (0%)
Value$349.2K (-$53.5K)
Filed 2026-11-03
Asahi Life Asset Management Co., Ltd.
INCREASED
Shares3,431 from 1,850
Change+1,581 (+85%)
Value$345.8K (+$129.8K)
Filed 2026-11-06
Dynamic Advisor Solutions LLC
DECREASED
Shares3,431 from 3,457
Change-26 (-1%)
Value$345.7K (-$57.9K)
Filed 2026-10-13
PFG Advisors
UNCHANGED
Shares3,424 from 3,424
Change0 (0%)
Value$345.1K (-$54.7K)
Filed 2026-10-16
Tenet Wealth Partners, LLC
INCREASED
Shares3,374 from 3,363
Change+11 (+0%)
Value$340.0K (-$42.7K)
Filed 2026-10-19
Patrick M Sweeney & Associates, Inc
INCREASED
Shares3,372 from 3,371
Change+1 (+0%)
Value$339.9K (-$53.8K)
Filed 2026-10-22
Parkside Financial Bank & Trust
INCREASED
Shares3,365 from 3,335
Change+30 (+1%)
Value$339.1K (-$50.3K)
Filed 2026-10-27
Bingham Private Wealth, LLC
INCREASED
Shares3,360 from 3,308
Change+52 (+2%)
Value$338.6K (-$47.7K)
Filed 2026-11-05
Ariston Services Group
UNCHANGED
Shares3,351 from 3,351
Change0 (0%)
Value$337.7K (-$53.6K)
Filed 2026-10-16
Loudon Investment Management, LLC
UNCHANGED
Shares3,350 from 3,350
Change0 (0%)
Value$337.6K (-$53.6K)
Filed 2026-11-06
Maple Capital Management, Inc.
UNCHANGED
Shares3,347 from 3,347
Change0 (0%)
Value$337.3K (-$53.5K)
Filed 2026-11-02
Avidian Wealth Enterprises, LLC
INCREASED
Shares3,336 from 2,335
Change+1,001 (+43%)
Value$336.2K (+$63.5K)
Filed 2026-10-08
Larson Financial Group LLC
INCREASED
Shares3,327 from 2,153
Change+1,174 (+55%)
Value$335.3K (+$83.8K)
Filed 2026-11-05
Greenfield Savings Bank
DECREASED
Shares3,327 from 3,427
Change-100 (-3%)
Value$335.3K (-$64.9K)
Filed 2026-10-07
Guinness Asset Management LTD
INCREASED
Shares3,303 from 2,766
Change+537 (+19%)
Value$332.9K (+$9.9K)
Filed 2026-11-05
Valeo Financial Advisors, LLC
INCREASED
Shares3,295 from 2,877
Change+418 (+15%)
Value$332.1K (-$3.8K)
Filed 2026-10-08
Gryphon Financial Partners LLC
INCREASED
Shares3,289 from 3,237
Change+52 (+2%)
Value$331.5K (-$46.5K)
Filed 2026-11-04
Crestwood Advisors Group, LLC
INCREASED
Shares3,278 from 3,227
Change+51 (+2%)
Value$330.4K (-$46.5K)
Filed 2026-10-27
Insight Wealth Strategies, LLC
INCREASED
Shares3,267 from 3,218
Change+49 (+2%)
Value$329.3K (-$44.7K)
Filed 2026-10-09
Valtinson Bruner Financial Planning LLC
INCREASED
Shares3,260 from 3,255
Change+5 (+0%)
Value$328.5K (-$51.6K)
Filed 2026-11-02
Curated Wealth Partners LLC
NEW
Shares3,172
Change+3,172
Value$319.7K
Filed 2026-10-15
Quadrant Capital Group LLC
DECREASED
Shares3,142 from 3,284
Change-142 (-4%)
Value$332.6K (-$50.8K)
Filed 2026-10-20
Cypress Wealth Services, LLC
DECREASED
Shares3,104 from 3,125
Change-21 (-1%)
Value$320.3K (-$44.6K)
Filed 2026-10-21
Dahring | Cusmano LLC
INCREASED
Shares3,084 from 3,056
Change+28 (+1%)
Value$310.8K (-$46.1K)
Filed 2026-11-03
Livet Wealth, LLC
DECREASED
Shares3,071 from 3,283
Change-212 (-6%)
Value$309.5K (-$73.9K)
Filed 2026-10-27
Roberts Financial Services LLC
UNCHANGED
Shares3,059 from 3,059
Change0 (0%)
Value$308.3K (-$48.9K)
Filed 2026-10-23
Cigna Investments Inc
INCREASED
Shares3,046 from 2,979
Change+67 (+2%)
Value$307 (-$347.7K)
Filed 2026-10-19
Frank, Rimerman Advisors LLC
DECREASED
Shares3,034 from 3,507
Change-473 (-13%)
Value$305.8K (-$103.7K)
Filed 2026-10-16
Jacobi Capital Management LLC
INCREASED
Shares3,021 from 2,998
Change+23 (+1%)
Value$304.5K (-$45.6K)
Filed 2026-11-05
EverSource Wealth Advisors, LLC
DECREASED
Shares3,020 from 3,434
Change-414 (-12%)
Value$304.4K (-$96.6K)
Filed 2026-11-04
Walkner Condon Financial Advisors LLC
DECREASED
Shares3,013 from 3,185
Change-172 (-5%)
Value$303.7K (-$68.3K)
Filed 2026-11-02
Ritholtz Wealth Management
DECREASED
Shares3,012 from 4,203
Change-1,191 (-28%)
Value$303.6K (-$187.2K)
Filed 2026-11-05
Bank of Stockton
UNCHANGED
Shares2,982 from 2,982
Change0 (0%)
Value$300.5K (-$47.7K)
Filed 2026-10-20
Defined Wealth Management, LLC
DECREASED
Shares2,975 from 2,988
Change-13 (0%)
Value$299.8K (-$49.1K)
Filed 2026-10-19
Principle Wealth Partners LLC
INCREASED
Shares2,966 from 2,895
Change+71 (+2%)
Value$298.9K (-$39.1K)
Filed 2026-11-02
Trust Point Inc.
INCREASED
Shares2,952 from 2,418
Change+534 (+22%)
Value$297.5K (+$15.2K)
Filed 2026-10-27
Compass Financial Group, Inc
UNCHANGED
Shares2,938 from 2,938
Change0 (0%)
Value$296.1K (-$47.0K)
Filed 2026-10-13
Sovereign Investment Advisors, LLC
UNCHANGED
Shares2,937 from 2,937
Change0 (0%)
Value$296.0K (-$47.0K)
Filed 2026-11-09
Folger Nolan Fleming Douglas Capital Management, Inc
UNCHANGED
Shares2,931 from 2,931
Change0 (0%)
Value$295.4K (-$46.9K)
Filed 2026-10-13
Evergreen Capital Management LLC
INCREASED
Shares2,930 from 2,797
Change+133 (+5%)
Value$295.3K (-$31.3K)
Filed 2026-10-23
Hilton Head Capital Partners, LLC
INCREASED
Shares2,876 from 13
Change+2,863 (+22023%)
Value$289.8K (+$288.3K)
Filed 2026-10-23
FSM Wealth Advisors, LLC
DECREASED
Shares2,875 from 2,885
Change-10 (0%)
Value$297.9K (-$39.0K)
Filed 2026-10-27
Laurel OAK Wealth Management, LLC
INCREASED
Shares2,864 from 2,808
Change+56 (+2%)
Value$288.6K (-$39.3K)
Filed 2026-10-19
International Assets Investment Management, LLC
INCREASED
Shares2,854 from 2,616
Change+238 (+9%)
Value$290.3K (-$13.7K)
Filed 2026-11-02
truNorth Financial Services, Inc.
UNCHANGED
Shares2,842 from 2,842
Change0 (0%)
Value$286.4K (-$45.4K)
Filed 2026-11-06
Lmcg Investments, LLC
INCREASED
Shares2,841 from 2,245
Change+596 (+27%)
Value$286.3K (+$24.2K)
Filed 2026-10-21
DSG Capital Advisors, LLC
UNCHANGED
Shares2,827 from 2,827
Change0 (0%)
Value$284.9K (-$40.3K)
Filed 2026-11-05
MBE Wealth Management, LLC
UNCHANGED
Shares2,793 from 2,793
Change0 (0%)
Value$281.5K (-$44.7K)
Filed 2026-10-26
Lodestone Wealth Management LLC
UNCHANGED
Shares2,787 from 2,787
Change0 (0%)
Value$280.9K (-$44.6K)
Filed 2026-10-14
CX Institutional
INCREASED
Shares2,786 from 2,599
Change+187 (+7%)
Value$281 (-$22)
Filed 2026-10-02
Capital Asset Advisory Services LLC
INCREASED
Shares2,775 from 2,696
Change+79 (+3%)
Value$311.2K (-$3.6K)
Filed 2026-10-30
Norris Perne & French LLP
DECREASED
Shares2,771 from 3,281
Change-510 (-16%)
Value$279.3K (-$103.9K)
Filed 2026-10-23
Alhambra Investment Management LLC
UNCHANGED
Shares2,768 from 2,768
Change0 (0%)
Value$279.0K (-$44.3K)
Filed 2026-10-15
Mccarter Private Wealth Services LLC
UNCHANGED
Shares2,765 from 2,765
Change0 (0%)
Value$278.7K (-$44.2K)
Filed 2026-10-22
Kohmann Bosshard Financial Services, LLC
UNCHANGED
Shares2,745 from 2,745
Change0 (0%)
Value$276.6K (-$43.9K)
Filed 2026-11-04
Keystone Financial Group, Inc.
INCREASED
Shares2,710 from 2,432
Change+278 (+11%)
Value$273.2K (-$10.8K)
Filed 2026-10-13
Pekin Hardy Strauss, Inc.
UNCHANGED
Shares2,701 from 2,701
Change0 (0%)
Value$272.2K (-$43.2K)
Filed 2026-11-02
Live Oak Private Wealth LLC
UNCHANGED
Shares2,692 from 2,692
Change0 (0%)
Value$271.3K (-$43.0K)
Filed 2026-11-02
LS Investment Advisors, LLC
DECREASED
Shares2,685 from 3,000
Change-315 (-10%)
Value$270.6K (-$79.7K)
Filed 2026-10-13
Hurlow Wealth Management Group, Inc.
UNCHANGED
Shares2,684 from 2,684
Change0 (0%)
Value$270.5K (-$42.9K)
Filed 2026-10-29
CFS Investment Advisory Services, LLC
DECREASED
Shares2,655 from 2,706
Change-51 (-2%)
Value$274.0K (-$47.6K)
Filed 2026-10-19
Ironwood Investment Counsel, LLC
UNCHANGED
Shares2,654 from 2,654
Change0 (0%)
Value$267.5K (-$42.4K)
Filed 2026-11-10
Integris Wealth Management, LLC
UNCHANGED
Shares2,638 from 2,638
Change0 (0%)
Value$265.9K (-$42.2K)
Filed 2026-10-14
Connecticut Capital Management Group, LLC
INCREASED
Shares2,636 from 2,634
Change+2 (+0%)
Value$265.7K (-$41.9K)
Filed 2026-10-29
Bailard, Inc.
UNCHANGED
Shares2,634 from 2,634
Change0 (0%)
Value$265.5K (-$42.1K)
Filed 2026-10-13
MTM Investment Management, LLC
UNCHANGED
Shares2,610 from 2,610
Change0 (0%)
Value$263.0K (-$41.7K)
Filed 2026-10-30
Heritage Family Offices, LLP
DECREASED
Shares2,608 from 6,852
Change-4,244 (-62%)
Value$262.8K (-$537.3K)
Filed 2026-11-02
Capital Investment Services of America, Inc.
UNCHANGED
Shares2,586 from 2,586
Change0 (0%)
Value$260.6K (-$41.4K)
Filed 2026-11-02
John G Ullman & Associates Inc
DECREASED
Shares2,550 from 2,566
Change-16 (-1%)
Value$257.0K (-$42.6K)
Filed 2026-11-04
Providence Wealth Advisors, LLC
INCREASED
Shares2,550 from 2,549
Change+1 (+0%)
Value$259.1K (-$40.4K)
Filed 2026-10-29
Kingsbury Capital Investment Advisors LLC
DECREASED
Shares2,543 from 2,563
Change-20 (-1%)
Value$256.2K (-$43.0K)
Filed 2026-10-20
Sprott Inc.
UNCHANGED
Shares2,540 from 2,540
Change0 (0%)
Value$256.0K (-$40.6K)
Filed 2026-11-09
Nwam LLC
DECREASED
Shares2,523 from 2,544
Change-21 (-1%)
Value$254.2K (-$42.8K)
Filed 2026-11-09
VestGen Advisors, LLC
INCREASED
Shares2,509 from 2,265
Change+244 (+11%)
Value$252.8K (-$11.7K)
Filed 2026-10-27
Capital Investment Advisors, LLC
DECREASED
Shares2,499 from 2,553
Change-54 (-2%)
Value$251.8K (-$46.3K)
Filed 2026-10-22
Walsh & Associates, LLC
UNCHANGED
Shares2,484 from 2,484
Change0 (0%)
Value$250.3K (-$39.7K)
Filed 2026-11-09
Pinnacle West Asset Management, Inc.
DECREASED
Shares2,470 from 2,520
Change-50 (-2%)
Value$249 (-$293.8K)
Filed 2026-11-09
Beese Fulmer Investment Management, Inc.
INCREASED
Shares2,459 from 1,901
Change+558 (+29%)
Value$247.8K (+$25.8K)
Filed 2026-10-23
Resonant Capital Advisors, LLC
INCREASED
Shares2,406 from 2,039
Change+367 (+18%)
Value$242.5K (+$4.4K)
Filed 2026-10-15
Dala Group, LLC
UNCHANGED
Shares2,398 from 2,398
Change0 (0%)
Value$241.7K (-$38.3K)
Filed 2026-10-29
Baker Ellis Asset Management LLC
UNCHANGED
Shares2,372 from 2,372
Change0 (0%)
Value$239.1K (-$37.9K)
Filed 2026-10-14
Midwest Professional Planners, Ltd.
DECREASED
Shares2,364 from 2,457
Change-93 (-4%)
Value$238.2K (-$48.7K)
Filed 2026-10-29
Optas, LLC
INCREASED
Shares2,349 from 2,033
Change+316 (+16%)
Value$236.7K (-$660)
Filed 2026-11-09
WoodTrust Financial Corp
UNCHANGED
Shares2,343 from 2,343
Change0 (0%)
Value$236 (-$273.8K)
Filed 2026-10-09
Summit Asset Management, LLC
DECREASED
Shares2,338 from 2,835
Change-497 (-18%)
Value$235.6K (-$95.4K)
Filed 2026-11-05
Busey Bank
DECREASED
Shares2,331 from 2,562
Change-231 (-9%)
Value$234.9K (-$64.2K)
Filed 2026-10-26
Mather Group, Llc.
DECREASED
Shares2,330 from 5,597
Change-3,267 (-58%)
Value$234.8K (-$418.7K)
Filed 2026-10-14
Everhart Financial Group, Inc.
INCREASED
Shares2,321 from 2,082
Change+239 (+11%)
Value$233.9K (-$9.2K)
Filed 2026-10-08
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares2,303 from 2,721
Change-418 (-15%)
Value$232.1K (-$85.6K)
Filed 2026-10-07
Petersen Hastings Wealth Advisors Inc.
UNCHANGED
Shares2,283 from 2,283
Change0 (0%)
Value$230.1K (-$36.5K)
Filed 2026-10-27
Blake Schutter Theil Wealth Advisors, LLC
INCREASED
Shares2,270 from 2,217
Change+53 (+2%)
Value$228.8K (-$30.1K)
Filed 2026-11-02
Alliance Wealth Advisors, LLC
DECREASED
Shares2,268 from 2,274
Change-6 (0%)
Value$228.6K (-$37.0K)
Filed 2026-10-14
Sovran Advisors, LLC
INCREASED
Shares2,262 from 2,154
Change+108 (+5%)
Value$259.3K (+$14.5K)
Filed 2026-11-02
Howard Capital Management, LLC
DECREASED
Shares2,256 from 2,280
Change-24 (-1%)
Value$227.4K (-$38.9K)
Filed 2026-10-16
Farmers & Merchants Trust Co of Long Beach
UNCHANGED
Shares2,249 from 2,249
Change0 (0%)
Value$226.7K (-$36.0K)
Filed 2026-10-22
Sowell Financial Services LLC
DECREASED
Shares2,244 from 2,337
Change-93 (-4%)
Value$226.1K (-$46.8K)
Filed 2026-10-23
FDx Advisors, Inc.
DECREASED
Shares2,230 from 2,549
Change-319 (-13%)
Value$225 (-$297.8K)
Filed 2026-11-09
Old Peak Finance LLC
DECREASED
Shares2,216 from 2,237
Change-21 (-1%)
Value$223.3K (-$37.9K)
Filed 2026-11-02
Pine Valley Investments Ltd Liability Co
DECREASED
Shares2,208 from 2,291
Change-83 (-4%)
Value$222.5K (-$45.0K)
Filed 2026-11-09
Guardian Capital, LLC
DECREASED
Shares2,199 from 2,253
Change-54 (-2%)
Value$221.6K (-$41.5K)
Filed 2026-11-06
CFM Wealth Partners LLC
UNCHANGED
Shares2,197 from 2,197
Change0 (0%)
Value$221.4K (-$35.1K)
Filed 2026-11-05
Genesis Private Wealth, LLC
UNCHANGED
Shares2,192 from 2,192
Change0 (0%)
Value$220.9K (-$35.1K)
Filed 2026-11-02
Tarbox Family Office, Inc.
DECREASED
Shares2,182 from 3,918
Change-1,736 (-44%)
Value$219.9K (-$237.6K)
Filed 2026-10-23
Hager Investment Management Services, LLC
UNCHANGED
Shares2,170 from 2,170
Change0 (0%)
Value$218.7K (-$34.7K)
Filed 2026-11-04
SAX Wealth Advisors, LLC
NEW
Shares2,169
Change+2,169
Value$218.6K
Filed 2026-10-13
Roman Butler Fullerton & Co
DECREASED
Shares2,169 from 2,170
Change-1 (0%)
Value$232.2K (-$19.2K)
Filed 2026-10-27
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares2,168 from 11,858
Change-9,690 (-82%)
Value$218.5K (-$1.2M)
Filed 2026-10-14
Western Wealth Management, LLC
DECREASED
Shares2,150 from 2,747
Change-597 (-22%)
Value$216.7K (-$104.1K)
Filed 2026-11-09
Turtle Creek Wealth Advisors, LLC
DECREASED
Shares2,140 from 3,554
Change-1,414 (-40%)
Value$215.6K (-$199.9K)
Filed 2026-10-15
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED
Shares2,133 from 2,133
Change0 (0%)
Value$215.0K (-$34.1K)
Filed 2026-10-28
Summit Financial Wealth Advisors, LLC
NEW
Shares2,132
Change+2,132
Value$214.9K
Filed 2026-10-15
Isthmus Partners, LLC
UNCHANGED
Shares2,129 from 2,129
Change0 (0%)
Value$214.6K (-$34.0K)
Filed 2026-10-21
Premier Path Wealth Partners, LLC
DECREASED
Shares2,122 from 2,416
Change-294 (-12%)
Value$213.8K (-$68.3K)
Filed 2026-10-16
Heritage Investors Management Corp
DECREASED
Shares2,120 from 2,660
Change-540 (-20%)
Value$214 (-$310.8K)
Filed 2026-10-29
AMG National Trust Bank
DECREASED
Shares2,119 from 2,546
Change-427 (-17%)
Value$213.6K (-$83.7K)
Filed 2026-11-05
Independent Financial Group, LLC
DECREASED
Shares2,111 from 2,519
Change-408 (-16%)
Value$212.8K (-$81.4K)
Filed 2026-10-13
Essex Bank
UNCHANGED
Shares2,091 from 2,091
Change0 (0%)
Value$210.7K (-$33.4K)
Filed 2026-10-16
Neville Rodie & Shaw Inc
UNCHANGED
Shares2,078 from 2,078
Change0 (0%)
Value$209 (-$34)
Filed 2026-10-05
Harbor Capital Advisors, Inc.
NEW
Shares2,076
Change+2,076
Value$209
Filed 2026-10-22
Liberty Capital Management, Inc.
INCREASED
Shares2,068 from 1,899
Change+169 (+9%)
Value$208.4K (-$13.3K)
Filed 2026-11-02
Equitable Trust Co
DECREASED
Shares2,067 from 2,182
Change-115 (-5%)
Value$208.3K (-$46.5K)
Filed 2026-10-13
Supplemental Annuity Collective Trust of NJ
DECREASED
Shares2,062 from 2,089
Change-27 (-1%)
Value$207.8K (-$36.1K)
Filed 2026-11-02
Inspirion Wealth Advisors, LLC
DECREASED
Shares2,042 from 2,187
Change-145 (-7%)
Value$205.8K (-$48.4K)
Filed 2026-10-09
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares2,029 from 2,229
Change-200 (-9%)
Value$204.5K (-$55.8K)
Filed 2026-10-05
Enterprise Financial Services Corp
INCREASED
Shares2,028 from 2,021
Change+7 (+0%)
Value$204.4K (-$31.6K)
Filed 2026-11-03
James T. Borello RIA
DECREASED
Shares2,021 from 2,074
Change-53 (-3%)
Value$203.7K (-$38.5K)
Filed 2026-10-16
Tompkins Financial Corp
DECREASED
Shares2,000 from 2,064
Change-64 (-3%)
Value$201.6K (-$39.5K)
Filed 2026-10-05
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$202 (-$233.8K)
Filed 2026-10-14
ShankerValleau Wealth Advisors, Inc.
UNCHANGED
Shares1,993 from 1,993
Change0 (0%)
Value$200.9K (-$31.9K)
Filed 2026-10-16
KOM Wealth Management Group, LLC
DECREASED
Shares1,985 from 2,084
Change-99 (-5%)
Value$200.0K (-$43.4K)
Filed 2026-10-15
Capital Investment Advisory Services, LLC
NEW
Shares1,979
Change+1,979
Value$200.2K
Filed 2026-10-30
Provenance Wealth Advisors, LLC
NEW
Shares1,979
Change+1,979
Value$199.4K
Filed 2026-10-30
Plancorp, LLC
INCREASED
Shares1,978 from 1,958
Change+20 (+1%)
Value$229.6K (+$2.7K)
Filed 2026-11-03
O'Domhnaill Enterprises, Inc.
DECREASED
Shares1,952 from 2,000
Change-48 (-2%)
Value$196.7K (-$36.8K)
Filed 2026-10-29
Gladwyn Financial Advisors, Inc.
UNCHANGED
Shares1,929 from 1,929
Change0 (0%)
Value$194.4K (-$30.9K)
Filed 2026-10-05
Cape Investment Advisory, Inc.
DECREASED
Shares1,885 from 1,914
Change-29 (-2%)
Value$190.0K (-$33.5K)
Filed 2026-10-13
Trust Co of Vermont
INCREASED
Shares1,883 from 1,808
Change+75 (+4%)
Value$189.8K (-$21.4K)
Filed 2026-10-21
Cullen T Bankers, Inc.
DECREASED
Shares1,858 from 1,993
Change-135 (-7%)
Value$187.3K (-$45.5K)
Filed 2026-10-28
Quent Capital, LLC
INCREASED
Shares1,772 from 1,612
Change+160 (+10%)
Value$205.3K (+$17.1K)
Filed 2026-11-09
First Command Advisory Services, Inc.
INCREASED
Shares1,708 from 369
Change+1,339 (+363%)
Value$172.1K (+$129.0K)
Filed 2026-11-05
Lloyd Advisory Services, Llc.
INCREASED
Shares1,689 from 1,616
Change+73 (+5%)
Value$170.2K (-$18.5K)
Filed 2026-11-02
Copeland Capital Management, LLC
NEW
Shares1,682
Change+1,682
Value$169.5K
Filed 2026-10-13
Ashurst Perkins Coie Trust Co
DECREASED
Shares1,640 from 2,202
Change-562 (-26%)
Value$165.3K (-$91.8K)
Filed 2026-10-15
Richardson Financial Services Inc.
DECREASED
Shares1,606 from 1,636
Change-30 (-2%)
Value$161.9K (-$29.2K)
Filed 2026-10-30
Jnba Financial Advisors
DECREASED
Shares1,548 from 1,664
Change-116 (-7%)
Value$156.0K (-$38.3K)
Filed 2026-11-03
Hanson & Doremus Investment Management
DECREASED
Shares1,534 from 3,659
Change-2,125 (-58%)
Value$155 (-$426.8K)
Filed 2026-10-16
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED
Shares1,508 from 2,208
Change-700 (-32%)
Value$152.0K (-$105.8K)
Filed 2026-10-21
Financial Perspectives, Inc
INCREASED
Shares1,505 from 1,338
Change+167 (+12%)
Value$151.7K (-$4.6K)
Filed 2026-11-03
Versant Capital Management, Inc
DECREASED
Shares1,418 from 1,530
Change-112 (-7%)
Value$142.9K (-$35.8K)
Filed 2026-10-02
Align Financial, LLC
INCREASED
Shares1,408 from 1,405
Change+3 (+0%)
Value$141.9K (-$22.2K)
Filed 2026-10-16
Acadian Asset Management LLC
DECREASED
Shares1,380 from 14,672
Change-13,292 (-91%)
Value$139 (-$1.7M)
Filed 2026-11-09
Signature Equity Partners, LLC
INCREASED
Shares1,283 from 1,132
Change+151 (+13%)
Value$129.3K (-$3.0K)
Filed 2026-10-29
CoreCap Advisors, LLC
INCREASED
Shares1,263 from 1,222
Change+41 (+3%)
Value$127.4K (-$15.3K)
Filed 2026-10-08
Rossby Financial, LCC
INCREASED
Shares1,262 from 826
Change+436 (+53%)
Value$127.2K (+$30.7K)
Filed 2026-11-05
Rosenberg Matthew Hamilton
INCREASED
Shares1,248 from 1,095
Change+153 (+14%)
Value$125.8K (-$2.1K)
Filed 2026-10-05
Meramec Financial Planners, LLC
DECREASED
Shares1,198 from 1,390
Change-192 (-14%)
Value$138.9K (-$19.3K)
Filed 2026-11-09
Avanza Fonder AB
UNCHANGED
Shares1,134 from 1,134
Change0 (0%)
Value$114.3K (-$18.1K)
Filed 2026-10-13
Evermay Wealth Management LLC
UNCHANGED
Shares1,128 from 1,128
Change0 (0%)
Value$113.7K (-$18.0K)
Filed 2026-11-05
IFG Advisory, LLC
INCREASED
Shares1,094 from 1,079
Change+15 (+1%)
Value$110.3K (-$15.7K)
Filed 2026-11-09
Acropolis Investment Management, LLC
INCREASED
Shares1,083 from 903
Change+180 (+20%)
Value$109.1K (+$3.7K)
Filed 2026-10-08
SJS Investment Consulting Inc.
DECREASED
Shares1,078 from 1,313
Change-235 (-18%)
Value$108.6K (-$44.7K)
Filed 2026-10-26
Root Financial Partners, LLC
NEW
Shares1,060
Change+1,060
Value$106.8K
Filed 2026-10-21
TFC Financial Management, Inc.
UNCHANGED
Shares1,060 from 1,060
Change0 (0%)
Value$106.8K (-$17.0K)
Filed 2026-10-26
RMG Wealth Management LLC
UNCHANGED
Shares1,059 from 1,059
Change0 (0%)
Value$117.8K (+$2.3K)
Filed 2026-10-26
Daytona Street Capital LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$102.0K (-$13.1K)
Filed 2026-10-15
Capital Advisors, Ltd. LLC
INCREASED
Shares950 from 913
Change+37 (+4%)
Value$96 (-$11)
Filed 2026-10-27
NBT Bank, N.A.
DECREASED
Shares904 from 1,314
Change-410 (-31%)
Value$91.1K (-$62.3K)
Filed 2026-10-21
First Pacific Financial
UNCHANGED
Shares902 from 902
Change0 (0%)
Value$90.9K (-$14.4K)
Filed 2026-10-14
Oakworth Capital, Inc.
INCREASED
Shares896 from 862
Change+34 (+4%)
Value$90.3K (-$10.4K)
Filed 2026-10-26
Prudent Man Investment Management, Inc.
INCREASED
Shares878 from 300
Change+578 (+193%)
Value$88.5K (+$56.8K)
Filed 2026-11-03
Meriwether Wealth & Planning, LLC
NEW
Shares872
Change+872
Value$87.9K
Filed 2026-10-13
Boit C F David
NEW
Shares867
Change+867
Value$87.4K
Filed 2026-10-29
Southern Michigan Bank & Trust
UNCHANGED
Shares863 from 863
Change0 (0%)
Value$87.0K (-$13.8K)
Filed 2026-10-19
GK Wealth Management LLC
NEW
Shares827
Change+827
Value$83.3K
Filed 2026-10-09
Financial Network Wealth Advisors LLC
DECREASED
Shares806 from 890
Change-84 (-9%)
Value$81.2K (-$22.7K)
Filed 2026-10-28
SBI Okasan Asset Management Co.Ltd.
INCREASED
Shares800 from 554
Change+246 (+44%)
Value$82.1K (+$16.4K)
Filed 2026-11-10
Pinnacle Bancorp, Inc.
UNCHANGED
Shares794 from 794
Change0 (0%)
Value$80.0K (-$12.7K)
Filed 2026-10-21
Cromwell Holdings LLC
DECREASED
Shares766 from 1,138
Change-372 (-33%)
Value$77.2K (-$55.7K)
Filed 2026-10-28
Deseret Mutual Benefit Administrators
UNCHANGED
Shares736 from 736
Change0 (0%)
Value$74.2K (-$11.8K)
Filed 2026-11-04
NBH Bank
UNCHANGED
Shares733 from 733
Change0 (0%)
Value$73.9K (-$11.7K)
Filed 2026-11-05
Concord Wealth Partners
DECREASED
Shares726 from 750
Change-24 (-3%)
Value$73.2K (-$14.4K)
Filed 2026-11-02
Financial Consulate, Inc
INCREASED
Shares694 from 669
Change+25 (+4%)
Value$70.0K (-$8.1K)
Filed 2026-10-23
Community Bank, N.A.
NEW
Shares660
Change+660
Value$66.5K
Filed 2026-11-06
Strengthening Families & Communities, LLC
DECREASED
Shares621 from 681
Change-60 (-9%)
Value$62.5K (-$17.0K)
Filed 2026-10-21
Clean Yield Group
UNCHANGED
Shares617 from 617
Change0 (0%)
Value$62.2K (-$9.9K)
Filed 2026-10-28
Manchester Capital Management LLC
INCREASED
Shares604 from 595
Change+9 (+2%)
Value$60.9K (-$8.6K)
Filed 2026-10-22
Godsey & Gibb, Inc
NEW
Shares600
Change+600
Value$60.5K
Filed 2026-10-14
Flagship Wealth Advisors, LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$60.5K (-$9.6K)
Filed 2026-11-03
Robbins Farley
UNCHANGED
Shares584 from 584
Change0 (0%)
Value$58.9K (-$9.3K)
Filed 2026-10-21
True Wealth Design, LLC
INCREASED
Shares579 from 416
Change+163 (+39%)
Value$58.4K (+$9.8K)
Filed 2026-10-13
Elevated Capital Advisors, LLC
DECREASED
Shares578 from 2,775
Change-2,197 (-79%)
Value$58.3K (-$265.8K)
Filed 2026-11-04
Hoey Investments, Inc
INCREASED
Shares573 from 423
Change+150 (+35%)
Value$57.7K (+$8.4K)
Filed 2026-10-29
CNB Bank
UNCHANGED
Shares564 from 564
Change0 (0%)
Value$56.8K (-$9.0K)
Filed 2026-11-09
St. Johns Investment Management Company, LLC
DECREASED
Shares550 from 580
Change-30 (-5%)
Value$55.4K (-$12.3K)
Filed 2026-10-30
Latitude Advisors, LLC
NEW
Shares543
Change+543
Value$54.7K
Filed 2026-10-27
Barrett & Company, Inc.
UNCHANGED
Shares540 from 540
Change0 (0%)
Value$54.4K (-$8.6K)
Filed 2026-10-22
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares532 from 498
Change+34 (+7%)
Value$53.7K (-$4.5K)
Filed 2026-10-27
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares521 from 521
Change0 (0%)
Value$52.5K (-$8.3K)
Filed 2026-10-15
Bayban
UNCHANGED
Shares520 from 520
Change0 (0%)
Value$60.7K ($0)
Filed 2026-11-05
Birchwood Financial Partners, Inc.
INCREASED
Shares474 from 469
Change+5 (+1%)
Value$47.7K (-$7.1K)
Filed 2026-11-02
POM Investment Strategies, LLC
UNCHANGED
Shares474 from 474
Change0 (0%)
Value$47.8K (-$7.6K)
Filed 2026-10-20
Grove Bank & Trust
UNCHANGED
Shares470 from 470
Change0 (0%)
Value$47.4K (-$7.5K)
Filed 2026-10-08
First Horizon Corp
DECREASED
Shares465 from 469
Change-4 (-1%)
Value$46.9K (-$7.9K)
Filed 2026-10-26
Owl Creek Wealth Partners LLC
INCREASED
Shares457 from 310
Change+147 (+47%)
Value$46.1K (+$9.9K)
Filed 2026-10-20
Essex Investment Management Co LLC
UNCHANGED
Shares430 from 430
Change0 (0%)
Value$43.3K (-$6.9K)
Filed 2026-10-19
First Bancorp, Inc
UNCHANGED
Shares421 from 421
Change0 (0%)
Value$42.4K (-$6.7K)
Filed 2026-10-26
Strive Financial Group,LLC
INCREASED
Shares419 from 4
Change+415 (+10375%)
Value$42.2K (+$41.8K)
Filed 2026-11-09
Harel Insurance Investments & Financial Services Ltd.
DECREASED
Shares412 from 438
Change-26 (-6%)
Value$42 (-$51.0K)
Filed 2026-11-02
Quest 10 Wealth Builders, Inc.
INCREASED
Shares409 from 260
Change+149 (+57%)
Value$41.2K (+$10.9K)
Filed 2026-11-02
Aventus Investment Advisors, Inc.
INCREASED
Shares400 from 380
Change+20 (+5%)
Value$40.3K (-$4.1K)
Filed 2026-10-09
Maryland Capital Advisors Inc.
UNCHANGED
Shares399 from 399
Change0 (0%)
Value$40.2K (-$6.4K)
Filed 2026-10-15
William B. Walkup & Associates, Inc.
UNCHANGED
Shares398 from 398
Change0 (0%)
Value$40.1K (-$6.4K)
Filed 2026-11-05
Piscataqua Savings Bank
UNCHANGED
Shares378 from 378
Change0 (0%)
Value$38.1K (-$6.0K)
Filed 2026-10-21
Spire Wealth Management
INCREASED
Shares376 from 352
Change+24 (+7%)
Value$37.9K (-$3.3K)
Filed 2026-10-30
Elevation Wealth Partners, LLC
INCREASED
Shares371 from 47
Change+324 (+689%)
Value$37.3K (+$31.9K)
Filed 2026-10-07
Buck Wealth Strategies, LLC
DECREASED
Shares366 from 368
Change-2 (-1%)
Value$36.9K (-$6.1K)
Filed 2026-10-28
WPG Advisers, LLC
INCREASED
Shares365 from 266
Change+99 (+37%)
Value$36.8K (+$5.7K)
Filed 2026-10-27
Cedar Mountain Advisors, LLC
UNCHANGED
Shares362 from 362
Change0 (0%)
Value$36.5K (-$5.8K)
Filed 2026-10-15
GoalVest Advisory LLC
INCREASED
Shares356 from 294
Change+62 (+21%)
Value$35.9K (+$1.5K)
Filed 2026-10-02
Valued Wealth Advisors LLC
UNCHANGED
Shares343 from 343
Change0 (0%)
Value$34.6K (-$5.5K)
Filed 2026-11-05
Hughes Financial Services, LLC
INCREASED
Shares336 from 262
Change+74 (+28%)
Value$38.5K (+$7.9K)
Filed 2026-10-30
Cassaday & Co Wealth Management LLC
INCREASED
Shares326 from 51
Change+275 (+539%)
Value$32.9K (+$26.9K)
Filed 2026-10-27
Peoples Financial Services Corp.
UNCHANGED
Shares326 from 326
Change0 (0%)
Value$32.9K (-$5.2K)
Filed 2026-10-20
Valley National Advisers Inc
DECREASED
Shares318 from 319
Change-1 (0%)
Value$32.0K (-$5.2K)
Filed 2026-10-23
Ascentis Wealth Management, LLC
INCREASED
Shares314 from 205
Change+109 (+53%)
Value$31.6K (+$7.7K)
Filed 2026-11-03
Darwin Wealth Management, LLC
INCREASED
Shares313 from 65
Change+248 (+382%)
Value$31.6K (+$24.0K)
Filed 2026-11-09
Atlantic Private Wealth, LLC
INCREASED
Shares299 from 296
Change+3 (+1%)
Value$30.1K (-$4.5K)
Filed 2026-11-09
Essential Partners LLC
INCREASED
Shares296 from 158
Change+138 (+87%)
Value$29.8K (+$11.4K)
Filed 2026-10-14
Pension & Wealth Management Advisors, Inc.
NEW
Shares295
Change+295
Value$29.8K
Filed 2026-10-16
Addison Advisors LLC
UNCHANGED
Shares293 from 293
Change0 (0%)
Value$29.5K (-$4.7K)
Filed 2026-11-06
Paladin Partners, LLC
UNCHANGED
Shares291 from 291
Change0 (0%)
Value$29.3K (-$4.7K)
Filed 2026-10-06
Silvant Capital Management LLC
UNCHANGED
Shares290 from 290
Change0 (0%)
Value$29.2K (-$4.6K)
Filed 2026-11-09
Rothwell Investment Advisors, LLC
NEW
Shares286
Change+286
Value$28.8K
Filed 2026-11-06
New England Capital Financial Advisors LLC
INCREASED
Shares281 from 280
Change+1 (+0%)
Value$28.3K (-$4.4K)
Filed 2026-11-03
Princeton Global Asset Management LLC
INCREASED
Shares267 from 266
Change+1 (+0%)
Value$26.9K (-$4.1K)
Filed 2026-10-21
Hilltop National Bank
UNCHANGED
Shares259 from 259
Change0 (0%)
Value$26.1K (-$4.1K)
Filed 2026-10-14
Compass Financial Management LLC
DECREASED
Shares256 from 266
Change-10 (-4%)
Value$25.8K (-$3.4K)
Filed 2026-10-30
SouthState Bank Corp
INCREASED
Shares245 from 18
Change+227 (+1261%)
Value$24.7K (+$22.6K)
Filed 2026-11-09
Olistico Wealth, LLC
UNCHANGED
Shares245 from 245
Change0 (0%)
Value$24.7K (-$3.9K)
Filed 2026-10-05
John Boyer, Inc.
NEW
Shares244
Change+244
Value$24.6K
Filed 2026-10-27
Godfrey Financial Associates, Inc.
UNCHANGED
Shares240 from 240
Change0 (0%)
Value$24.2K (-$3.8K)
Filed 2026-11-10
Coastline Trust Co
DECREASED
Shares236 from 249
Change-13 (-5%)
Value$23.8K (-$5.3K)
Filed 2026-10-01
Harbor Investment Advisory, LLC
INCREASED
Shares234 from 200
Change+34 (+17%)
Value$23.6K (+$229)
Filed 2026-10-13
Plante Moran Financial Advisors, LLC
DECREASED
Shares233 from 282
Change-49 (-17%)
Value$23.5K (-$9.4K)
Filed 2026-11-04
Tounjian Advisory Partners, LLC
INCREASED
Shares232 from 22
Change+210 (+955%)
Value$23.4K (+$20.7K)
Filed 2026-11-04
Boyd Watterson Asset Management LLC
UNCHANGED
Shares228 from 228
Change0 (0%)
Value$23.0K (-$3.6K)
Filed 2026-11-06
Alpine Bank Wealth Management
UNCHANGED
Shares214 from 214
Change0 (0%)
Value$21.6K (-$3.4K)
Filed 2026-10-16
Gen-Wealth Partners Inc
DECREASED
Shares212 from 231
Change-19 (-8%)
Value$21.4K (-$5.6K)
Filed 2026-11-04
Bank of New Hampshire
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$20.2K (-$3.2K)
Filed 2026-10-06
Joseph Group Capital Management
DECREASED
Shares198 from 213
Change-15 (-7%)
Value$20.0K (-$4.9K)
Filed 2026-11-04
Wolff Wiese Magana LLC
INCREASED
Shares198 from 193
Change+5 (+3%)
Value$20.0K (-$2.6K)
Filed 2026-10-15
Blueline Advisors LLC
UNCHANGED
Shares193 from 193
Change0 (0%)
Value$19.5K (-$3.1K)
Filed 2026-10-15
MV Capital Management, Inc.
DECREASED
Shares192 from 206
Change-14 (-7%)
Value$19.4K (-$4.7K)
Filed 2026-10-29
Fortitude Family Office, LLC
DECREASED
Shares183 from 236
Change-53 (-22%)
Value$18.4K (-$9.1K)
Filed 2026-10-14
Hoese & Co LLP
UNCHANGED
Shares180 from 180
Change0 (0%)
Value$18.1K (-$2.9K)
Filed 2026-10-21
Proathlete Wealth Management LLC
INCREASED
Shares173 from 15
Change+158 (+1053%)
Value$17.4K (+$15.7K)
Filed 2026-10-15
SBI Securities Co., Ltd.
DECREASED
Shares172 from 250
Change-78 (-31%)
Value$17.3K (-$11.9K)
Filed 2026-10-22
First Community Trust NA
UNCHANGED
Shares166 from 166
Change0 (0%)
Value$16.7K (-$2.7K)
Filed 2026-10-07
Physician Wealth Advisors, Inc.
DECREASED
Shares158 from 231
Change-73 (-32%)
Value$15.9K (-$11.1K)
Filed 2026-10-20
Triumph Capital Management
UNCHANGED
Shares158 from 158
Change0 (0%)
Value$15.9K (-$2.5K)
Filed 2026-10-14
Covestor Ltd
INCREASED
Shares155 from 151
Change+4 (+3%)
Value$16 (-$2)
Filed 2026-10-30
Community Financial Services Group, LLC
UNCHANGED
Shares153 from 153
Change0 (0%)
Value$15.6K (-$2.2K)
Filed 2026-10-15
Picton Mahoney Asset Management
NEW
Shares144
Change+144
Value$14.5K
Filed 2026-11-09
Midwest Capital Advisors, LLC
UNCHANGED
Shares136 from 136
Change0 (0%)
Value$13.7K (-$2.2K)
Filed 2026-11-04
UMB Private Wealth Management, LLC
NEW
Shares132
Change+132
Value$13.3K
Filed 2026-10-19
PFS Partners, LLC
UNCHANGED
Shares131 from 131
Change0 (0%)
Value$13.2K (-$2.1K)
Filed 2026-10-21
Salomon & Ludwin, LLC
DECREASED
Shares123 from 265
Change-142 (-54%)
Value$12.4K (-$18.4K)
Filed 2026-10-29
Central Pacific Bank - Trust Division
UNCHANGED
Shares123 from 123
Change0 (0%)
Value$12.4K (-$2.0K)
Filed 2026-10-06
CGC Financial Services, LLC
UNCHANGED
Shares120 from 120
Change0 (0%)
Value$12.1K (-$1.9K)
Filed 2026-10-13
Balance Wealth Partners LLC
NEW
Shares119
Change+119
Value$12.0K
Filed 2026-10-27
Silver Grove Financial Group, Inc.
INCREASED
Shares119 from 68
Change+51 (+75%)
Value$12.0K (+$4.1K)
Filed 2026-11-05
Kimelman & Baird, LLC
UNCHANGED
Shares116 from 116
Change0 (0%)
Value$11.7K (-$1.9K)
Filed 2026-11-03
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares112 from 112
Change0 (0%)
Value$11.3K (-$1.8K)
Filed 2026-10-23
United Community Bank
NEW
Shares109
Change+109
Value$11.0K
Filed 2026-10-28
GHP Investment Advisors, Inc.
INCREASED
Shares107 from 55
Change+52 (+95%)
Value$10.8K (+$4.4K)
Filed 2026-10-15
Key FInancial Inc
DECREASED
Shares106 from 156
Change-50 (-32%)
Value$10.7K (-$7.5K)
Filed 2026-11-02
JFS Wealth Advisors, LLC
DECREASED
Shares103 from 108
Change-5 (-5%)
Value$10.4K (-$2.2K)
Filed 2026-11-03
Nova Financial LLC
NEW
Shares100
Change+100
Value$10.1K
Filed 2026-11-04
Independence Bank of Kentucky
DECREASED
Shares100 from 656
Change-556 (-85%)
Value$10.1K (-$66.5K)
Filed 2026-10-26
Advocate Investing Services LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$10.1K (-$1.6K)
Filed 2026-10-26
Costello Asset Management, Inc
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$10.1K (-$1.6K)
Filed 2026-10-30
1620 Investment Advisors, Inc.
INCREASED
Shares99 from 59
Change+40 (+68%)
Value$10.0K (+$3.1K)
Filed 2026-11-04
Guinness Atkinson Asset Management Inc
UNCHANGED
Shares98 from 98
Change0 (0%)
Value$9.9K (-$1.6K)
Filed 2026-11-05
Avion Wealth
DECREASED
Shares97 from 104
Change-7 (-7%)
Value$9 (-$3)
Filed 2026-11-04
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares96 from 96
Change0 (0%)
Value$10 (-$1)
Filed 2026-11-04
MilWealth Group LLC
UNCHANGED
Shares89 from 89
Change0 (0%)
Value$9.0K (-$1.4K)
Filed 2026-11-02
Golden State Wealth Management, LLC
DECREASED
Shares85 from 115
Change-30 (-26%)
Value$8.6K (-$4.9K)
Filed 2026-11-02
LFA - Lugano Financial Advisors SA
UNCHANGED
Shares85 from 85
Change0 (0%)
Value$8.6K (-$1.4K)
Filed 2026-11-03
Murphy & Mullick Capital Management Corp
INCREASED
Shares83 from 82
Change+1 (+1%)
Value$8.4K (-$1.2K)
Filed 2026-11-02
Asset Dedication, LLC
DECREASED
Shares82 from 114
Change-32 (-28%)
Value$8.3K (-$5.0K)
Filed 2026-11-03
Markowski Investments
UNCHANGED
Shares82 from 82
Change0 (0%)
Value$8.3K (-$1.3K)
Filed 2026-10-30
Hickory Point Bank & Trust
UNCHANGED
Shares77 from 77
Change0 (0%)
Value$7.8K (-$1.2K)
Filed 2026-10-01
RHL Group, LLC
DECREASED
Shares74 from 101
Change-27 (-27%)
Value$7.4K (-$4.4K)
Filed 2026-11-04
Sunrise Financial Services, LLC
UNCHANGED
Shares72 from 72
Change0 (0%)
Value$7.3K (-$1.2K)
Filed 2026-10-21
Ares Financial Consulting, LLC
UNCHANGED
Shares72 from 72
Change0 (0%)
Value$7.3K (-$1.2K)
Filed 2026-10-19
Highline Wealth Partners LLC
DECREASED
Shares70 from 79
Change-9 (-11%)
Value$7.1K (-$2.2K)
Filed 2026-10-19
City Holding Co
NEW
Shares67
Change+67
Value$6.8K
Filed 2026-10-19
Nfsg Corp
UNCHANGED
Shares67 from 67
Change0 (0%)
Value$6.8K (-$1.0K)
Filed 2026-10-15
Carolina Wealth Advisors, LLC
NEW
Shares66
Change+66
Value$6.7K
Filed 2026-10-23
Mcdonald Partners LLC
UNCHANGED
Shares65 from 65
Change0 (0%)
Value$6.6K (-$1.0K)
Filed 2026-11-03
Bare Financial Services, Inc
DECREASED
Shares61 from 79
Change-18 (-23%)
Value$6.1K (-$3.1K)
Filed 2026-11-04
Reyes Financial Architecture, Inc.
UNCHANGED
Shares61 from 61
Change0 (0%)
Value$6.1K (-$975)
Filed 2026-10-22
American National Bank & Trust
INCREASED
Shares55 from 11
Change+44 (+400%)
Value$5.5K (+$4.3K)
Filed 2026-10-07
Fairman Group, LLC
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$5.5K (-$879)
Filed 2026-10-26
High Note Wealth, LLC
INCREASED
Shares54 from 31
Change+23 (+74%)
Value$5.4K (+$1.8K)
Filed 2026-10-27
Bay Harbor Wealth Management, LLC
INCREASED
Shares54 from 50
Change+4 (+8%)
Value$5.4K (-$397)
Filed 2026-11-03
Mosley Wealth Management
INCREASED
Shares52 from 43
Change+9 (+21%)
Value$5.5K (+$493)
Filed 2026-10-16
Nemes Rush Group LLC
UNCHANGED
Shares51 from 51
Change0 (0%)
Value$5.1K (-$815)
Filed 2026-11-04
Marquette Asset Management, LLC
INCREASED
Shares49 from 34
Change+15 (+44%)
Value$4.9K (+$968)
Filed 2026-10-09
J.Safra Asset Management Corp
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$4.5K (-$720)
Filed 2026-11-03
Wilkerson Advisory Group LLC
DECREASED
Shares44 from 113
Change-69 (-61%)
Value$4.4K (-$8.8K)
Filed 2026-10-20
Arlington Trust Co LLC
INCREASED
Shares42 from 17
Change+25 (+147%)
Value$4.2K (+$2.2K)
Filed 2026-10-20
Dogwood Wealth Management LLC
DECREASED
Shares42 from 60
Change-18 (-30%)
Value$4.2K (-$2.8K)
Filed 2026-11-09
Burk Holdings LLC
DECREASED
Shares41 from 98
Change-57 (-58%)
Value$4.1K (-$7.3K)
Filed 2026-11-05
Retirement Wealth Solutions LLC
DECREASED
Shares37 from 38
Change-1 (-3%)
Value$3.7K (-$779)
Filed 2026-10-07
Global Trust Asset Management, LLC
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$3.7K (-$591)
Filed 2026-10-19
Private Wealth Management Group, LLC
UNCHANGED
Shares34 from 34
Change0 (0%)
Value$3.4K (-$544)
Filed 2026-10-19
Friedenthal Financial
DECREASED
Shares32 from 666
Change-634 (-95%)
Value$3.2K (-$74.6K)
Filed 2026-10-27
Bell Investment Advisors, Inc
INCREASED
Shares32 from 30
Change+2 (+7%)
Value$3.2K (-$279)
Filed 2026-10-29
Torren Management, LLC
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$3.2K (-$485)
Filed 2026-10-29
Virginia Estate & Retirement Planning Advisors Inc.
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$2.9K (-$463)
Filed 2026-10-14
Maseco LLP
NEW
Shares27
Change+27
Value$2.7K
Filed 2026-10-27
Coston, McIsaac & Partners
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$2.7K (+$2.7K)
Filed 2026-11-06
Towne Trust Company, N.a
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$2.5K (-$399)
Filed 2026-10-28
Winthrop Capital Management, LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$2.5K (+$2.5K)
Filed 2026-11-05
Acumen Wealth Advisors, LLC
NEW
Shares24
Change+24
Value$2.4K
Filed 2026-11-05
Creative Capital Management Investments LLC
INCREASED
Shares23 from 22
Change+1 (+5%)
Value$2.3K (-$251)
Filed 2026-10-28
Monetary Solutions, Ltd
INCREASED
Shares22 from 20
Change+2 (+10%)
Value$2.2K (-$118)
Filed 2026-10-22
Bfsg, LLC
NEW
Shares21
Change+21
Value$2.1K
Filed 2026-10-30
Clark Wealth Partners
DECREASED
Shares21 from 38
Change-17 (-45%)
Value$2.1K (-$2.3K)
Filed 2026-10-19
Aspect Partners, LLC
DECREASED
Shares20 from 22
Change-2 (-9%)
Value$2.0K (-$554)
Filed 2026-10-20
Evolution Wealth Management Inc.
DECREASED
Shares19 from 31
Change-12 (-39%)
Value$1.9K (-$1.7K)
Filed 2026-10-28
Financial Management Professionals, Inc.
INCREASED
Shares19 from 12
Change+7 (+58%)
Value$1.9K (+$511)
Filed 2026-10-23
Planning Strategies Inc.
INCREASED
Shares19 from 16
Change+3 (+19%)
Value$1.9K (+$47)
Filed 2026-10-02
Tidemark, LLC
NEW
Shares15
Change+15
Value$1.5K
Filed 2026-11-09
WestEnd Advisors, LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$1.5K (-$240)
Filed 2026-10-27
PlanVest Financial, Inc
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$1.3K (-$208)
Filed 2026-11-09
Brown, Lisle Ings, Inc.
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$1.3K (-$208)
Filed 2026-10-16
Nvest Wealth Strategies, Inc.
INCREASED
Shares12 from 6
Change+6 (+100%)
Value$1.2K (+$509)
Filed 2026-10-14
Roble, Belko & Company, Inc
NEW
Shares10
Change+10
Value$1
Filed 2026-11-09
Nvwm, LLC
INCREASED
Shares10 from 5
Change+5 (+100%)
Value$1.0K (+$424)
Filed 2026-10-14
Mechanics Financial Corp
DECREASED
Shares9 from 18
Change-9 (-50%)
Value$907 (-$1.2K)
Filed 2026-11-05
Three Bridge Wealth Advisors, LLC
NEW
Shares8
Change+8
Value$806
Filed 2026-11-05
Davis Capital Management
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$806 (-$128)
Filed 2026-10-08
Cheviot Value Management, LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$806 (-$128)
Filed 2026-11-09
William Mack & Associates, Inc.
NEW
Shares7
Change+7
Value$706
Filed 2026-10-27
Atlas Capital Advisors Inc.
DECREASED
Shares7 from 51
Change-44 (-86%)
Value$204 (-$5.8K)
Filed 2026-11-09
Breakwater Investment Management
NEW
Shares5
Change+5
Value$504
Filed 2026-10-20
Fairscale Capital, LLC
NEW
Shares5
Change+5
Value$580
Filed 2026-11-04
Abound Wealth Management
DECREASED
Shares5 from 19
Change-14 (-74%)
Value$521 (-$1.7K)
Filed 2026-10-26
Key Capital Management, Inc
DECREASED
Shares5 from 16
Change-11 (-69%)
Value$504 (-$1.4K)
Filed 2026-11-03
IMG Wealth Management, Inc.
DECREASED
Shares5 from 9
Change-4 (-44%)
Value$504 (-$547)
Filed 2026-10-27
DecisionPoint Financial, LLC
INCREASED
Shares5 from 3
Change+2 (+67%)
Value$509 (+$160)
Filed 2026-10-27
Morton Brown Family Wealth, LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$403 (-$64)
Filed 2026-10-23
Downshift Financial, LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$403 (-$64)
Filed 2026-10-13
Quaker Wealth Management, LLC
DECREASED
Shares3 from 6
Change-3 (-50%)
Value$303 (-$398)
Filed 2026-10-22
Gilpin Wealth Management, LLC
NEW
Shares1
Change+1
Value$101
Filed 2026-10-09
Noble Wealth Management PBC
NEW
Shares1
Change+1
Value$101
Filed 2026-10-01
Summit Securities Group LLC
DECREASED
Shares1 from 76
Change-75 (-99%)
Value$101 (-$8.8K)
Filed 2026-11-05
3 Factor Indexing, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$101 (-$16)
Filed 2026-10-15
First American Bank
CLOSED
Shares0 from 35,796
Change-35,796 (-100%)
Value$0 (-$4.2M)
Filed 2026-10-27
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 32,315
Change-32,315 (-100%)
Value$0 (-$3.8M)
Filed 2026-10-16
Global Trust Wealth Management LLC
CLOSED
Shares0 from 29,428
Change-29,428 (-100%)
Value$0 (-$3.4M)
Filed 2026-10-14
Kieckhefer Group LLC
CLOSED
Shares0 from 22,217
Change-22,217 (-100%)
Value$0 (-$2.6M)
Filed 2026-10-13
Smith Group Asset Management, LLC
CLOSED
Shares0 from 15,740
Change-15,740 (-100%)
Value$0 (-$1.8M)
Filed 2026-10-27
Imc-Chicago, LLC
CLOSED
Shares0 from 15,735
Change-15,735 (-100%)
Value$0 (-$1.8M)
Filed 2026-11-05
Kampmann Melissa S.
CLOSED
Shares0 from 11,680
Change-11,680 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-28
Zega Investments, LLC
CLOSED
Shares0 from 11,513
Change-11,513 (-100%)
Value$0 (-$1.3M)
Filed 2026-11-04
Confluence Wealth Services, Inc.
CLOSED
Shares0 from 7,948
Change-7,948 (-100%)
Value$0 (-$928.0K)
Filed 2026-11-05
Investment House LLC
CLOSED
Shares0 from 7,300
Change-7,300 (-100%)
Value$0 (-$852.4K)
Filed 2026-10-21
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 6,852
Change-6,852 (-100%)
Value$0 (-$800.1K)
Filed 2026-10-27
Elevation Point Wealth Partners, LLC
CLOSED
Shares0 from 6,657
Change-6,657 (-100%)
Value$0 (-$777.4K)
Filed 2026-11-05
Gradient Investments LLC
CLOSED
Shares0 from 6,297
Change-6,297 (-100%)
Value$0 (-$735.3K)
Filed 2026-10-08
Cynosure Group, LLC
CLOSED
Shares0 from 5,530
Change-5,530 (-100%)
Value$0 (-$645.7K)
Filed 2026-11-03
Forum Financial Management, LP
CLOSED
Shares0 from 4,322
Change-4,322 (-100%)
Value$0 (-$504.7K)
Filed 2026-10-16
Waterway Wealth Management, LLC
CLOSED
Shares0 from 4,277
Change-4,277 (-100%)
Value$0 (-$499.4K)
Filed 2026-10-28
Aprio Wealth Management, LLC
CLOSED
Shares0 from 4,150
Change-4,150 (-100%)
Value$0 (-$484.6K)
Filed 2026-10-28
Avestar Capital, LLC
CLOSED
Shares0 from 3,749
Change-3,749 (-100%)
Value$0 (-$437.8K)
Filed 2026-10-28
Grant Private Wealth Management Inc
CLOSED
Shares0 from 3,741
Change-3,741 (-100%)
Value$0 (-$436.8K)
Filed 2026-10-19
Sapient Capital LLC
CLOSED
Shares0 from 3,679
Change-3,679 (-100%)
Value$0 (-$429.6K)
Filed 2026-10-08
Cornerstone Enterprises, LLC
CLOSED
Shares0 from 3,665
Change-3,665 (-100%)
Value$0 (-$428.0K)
Filed 2026-10-15
Machina Capital S.A.S.
CLOSED
Shares0 from 3,654
Change-3,654 (-100%)
Value$0 (-$426.7K)
Filed 2026-11-05
Sunpointe, LLC
CLOSED
Shares0 from 3,581
Change-3,581 (-100%)
Value$0 (-$418.2K)
Filed 2026-10-22
111 Capital
CLOSED
Shares0 from 3,487
Change-3,487 (-100%)
Value$0 (-$407.2K)
Filed 2026-11-03
Stonehaven Wealth & TAX Solutions, LLC
CLOSED
Shares0 from 3,463
Change-3,463 (-100%)
Value$0 (-$404.4K)
Filed 2026-10-22
Inscription Capital, LLC
CLOSED
Shares0 from 3,411
Change-3,411 (-100%)
Value$0 (-$398.3K)
Filed 2026-11-02
Expressive Wealth LLC
CLOSED
Shares0 from 2,761
Change-2,761 (-100%)
Value$0 (-$322.4K)
Filed 2026-11-09
Fisher Asset Management, LLC
CLOSED
Shares0 from 2,753
Change-2,753 (-100%)
Value$0 (-$321.5K)
Filed 2026-11-06
Successful Portfolios LLC
CLOSED
Shares0 from 2,732
Change-2,732 (-100%)
Value$0 (-$314.0K)
Filed 2026-10-09
Randall & Associates Wealth Management
CLOSED
Shares0 from 2,510
Change-2,510 (-100%)
Value$0 (-$293.1K)
Filed 2026-10-20
Drive Wealth Management, LLC
CLOSED
Shares0 from 2,391
Change-2,391 (-100%)
Value$0 (-$279.2K)
Filed 2026-11-09
Sound Income Strategies, LLC
CLOSED
Shares0 from 2,220
Change-2,220 (-100%)
Value$0 (-$259.2K)
Filed 2026-10-09
Weaver Capital Management LLC
CLOSED
Shares0 from 2,150
Change-2,150 (-100%)
Value$0 (-$248.9K)
Filed 2026-10-15
Independent Wealth Network Inc.
CLOSED
Shares0 from 1,986
Change-1,986 (-100%)
Value$0 (-$231.9K)
Filed 2026-10-19
Kingswood Wealth Advisors, LLC
CLOSED
Shares0 from 1,986
Change-1,986 (-100%)
Value$0 (-$231.9K)
Filed 2026-10-23
Balefire, LLC
CLOSED
Shares0 from 1,978
Change-1,978 (-100%)
Value$0 (-$230.9K)
Filed 2026-10-09
First Citizens Bank & Trust Co
CLOSED
Shares0 from 1,971
Change-1,971 (-100%)
Value$0 (-$230.2K)
Filed 2026-10-14
Community Bank & Trust, Waco, Texas
CLOSED
Shares0 from 1,964
Change-1,964 (-100%)
Value$0 (-$229.0K)
Filed 2026-10-19
LVZ, Inc.
CLOSED
Shares0 from 1,958
Change-1,958 (-100%)
Value$0 (-$228.6K)
Filed 2026-10-20
Friday Financial
CLOSED
Shares0 from 1,945
Change-1,945 (-100%)
Value$0 (-$228.9K)
Filed 2026-10-09
First Business Financial Services, Inc.
CLOSED
Shares0 from 1,930
Change-1,930 (-100%)
Value$0 (-$225.4K)
Filed 2026-10-29
D'Orazio & Associates, Inc.
CLOSED
Shares0 from 1,914
Change-1,914 (-100%)
Value$0 (-$223.5K)
Filed 2026-11-04
Pacific Capital Wealth Advisors, Inc.
CLOSED
Shares0 from 1,905
Change-1,905 (-100%)
Value$0 (-$222.4K)
Filed 2026-10-22
Clark Asset Management, LLC
CLOSED
Shares0 from 1,870
Change-1,870 (-100%)
Value$0 (-$218.4K)
Filed 2026-10-19
Renasant Bank
CLOSED
Shares0 from 1,853
Change-1,853 (-100%)
Value$0 (-$216.4K)
Filed 2026-11-05
Finward Bancorp
CLOSED
Shares0 from 1,843
Change-1,843 (-100%)
Value$0 (-$215.2K)
Filed 2026-10-14
Lazari Capital Management, Inc.
CLOSED
Shares0 from 1,837
Change-1,837 (-100%)
Value$0 (-$214.5K)
Filed 2026-10-20
SVB Wealth LLC
CLOSED
Shares0 from 1,829
Change-1,829 (-100%)
Value$0 (-$213.6K)
Filed 2026-11-06
Bill Few Associates, Inc.
CLOSED
Shares0 from 1,819
Change-1,819 (-100%)
Value$0 (-$212.4K)
Filed 2026-10-09
Endowment Wealth Management, Inc.
CLOSED
Shares0 from 1,817
Change-1,817 (-100%)
Value$0 (-$212.2K)
Filed 2026-11-03
Ipswich Investment Management Co., Inc.
CLOSED
Shares0 from 1,812
Change-1,812 (-100%)
Value$0 (-$211.6K)
Filed 2026-10-13
Correct Capital Wealth Management
CLOSED
Shares0 from 1,800
Change-1,800 (-100%)
Value$0 (-$210.2K)
Filed 2026-11-02
Edgemoor Investment Advisors, Inc.
CLOSED
Shares0 from 1,799
Change-1,799 (-100%)
Value$0 (-$210.1K)
Filed 2026-11-03
Brady Family Wealth, LLC
CLOSED
Shares0 from 1,790
Change-1,790 (-100%)
Value$0 (-$209.0K)
Filed 2026-11-02
Artesa Financial Group, LLC
CLOSED
Shares0 from 1,779
Change-1,779 (-100%)
Value$0 (-$207.8K)
Filed 2026-10-29
J.M. Arbour, LLC
CLOSED
Shares0 from 1,779
Change-1,779 (-100%)
Value$0 (-$207.7K)
Filed 2026-11-05
Radnor Capital Management, LLC
CLOSED
Shares0 from 1,778
Change-1,778 (-100%)
Value$0 (-$207.6K)
Filed 2026-10-23
Walker Asset Management, LLC
CLOSED
Shares0 from 1,755
Change-1,755 (-100%)
Value$0 (-$205.0K)
Filed 2026-10-13
BAR Harbor Wealth Management
CLOSED
Shares0 from 1,722
Change-1,722 (-100%)
Value$0 (-$201.1K)
Filed 2026-10-21
Biltmore Family Office, LLC
CLOSED
Shares0 from 1,716
Change-1,716 (-100%)
Value$0 (-$200.4K)
Filed 2026-11-03
LCM Capital Management Inc
CLOSED
Shares0 from 1,713
Change-1,713 (-100%)
Value$0 (-$200.1K)
Filed 2026-10-20
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 744
Change-744 (-100%)
Value$0 (-$86.9K)
Filed 2026-10-29
Cornerstone Planning Group LLC
CLOSED
Shares0 from 555
Change-555 (-100%)
Value$0 (-$63.0K)
Filed 2026-10-16
Salem Investment Counselors Inc
CLOSED
Shares0 from 519
Change-519 (-100%)
Value$0 (-$60.6K)
Filed 2026-10-13
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 450
Change-450 (-100%)
Value$0 (-$52.5K)
Filed 2026-11-06
Strategic Wealth Advisors LLC
CLOSED
Shares0 from 414
Change-414 (-100%)
Value$0 (-$43)
Filed 2026-11-06
MCF Advisors LLC
CLOSED
Shares0 from 378
Change-378 (-100%)
Value$0 (-$44.2K)
Filed 2026-10-28
Center for Financial Planning, Inc.
CLOSED
Shares0 from 333
Change-333 (-100%)
Value$0 (-$38.9K)
Filed 2026-10-26
Stone House Investment Management, LLC
CLOSED
Shares0 from 178
Change-178 (-100%)
Value$0 (-$20.8K)
Filed 2026-10-23
Atlatl Advisers LLC
CLOSED
Shares0 from 168
Change-168 (-100%)
Value$0 (-$19.6K)
Filed 2026-10-22
Northstar Asset Management Co
CLOSED
Shares0 from 105
Change-105 (-100%)
Value$0 (-$12.2K)
Filed 2026-10-22
LifeSteps Financial, Inc.
CLOSED
Shares0 from 82
Change-82 (-100%)
Value$0 (-$9.6K)
Filed 2026-10-15
Solstein Capital, LLC
CLOSED
Shares0 from 82
Change-82 (-100%)
Value$0 (-$9.6K)
Filed 2026-11-02
MJT & Associates Financial Advisory Group, Inc.
CLOSED
Shares0 from 25
Change-25 (-100%)
Value$0 (-$2.9K)
Filed 2026-10-07
Fulcrum Asset Management LLP
CLOSED
Shares0 from 21
Change-21 (-100%)
Value$0 (-$2.5K)
Filed 2026-11-04
Kelleher Financial Advisors
CLOSED
Shares0 from 20
Change-20 (-100%)
Value$0 (-$2.3K)
Filed 2026-10-30
Activest Wealth Management
CLOSED
Shares0 from 14
Change-14 (-100%)
Value$0 (-$1.6K)
Filed 2026-10-15
Sankala Group LLC
CLOSED
Shares0 from 14
Change-14 (-100%)
Value$0 (-$1.6K)
Filed 2026-11-09
Investors Research Corp
CLOSED
Shares0 from 11
Change-11 (-100%)
Value$0 (-$1.3K)
Filed 2026-10-07
Rakuten Securities, Inc.
CLOSED
Shares0 from 9
Change-9 (-100%)
Value$0 (-$1.1K)
Filed 2026-11-02
Whipplewood Advisors, LLC
CLOSED
Shares0 from 8
Change-8 (-100%)
Value$0 (-$934)
Filed 2026-10-20
Kozak & Associates, Inc.
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$586)
Filed 2026-10-29
Navigoe, LLC
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 ($0)
Filed 2026-11-04
Mascoma Wealth Management LLC
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$234)
Filed 2026-10-23
Signature Resources Capital Management, LLC
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$234)
Filed 2026-10-16
Trifecta Capital Advisors, LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$117)
Filed 2026-10-21
Halbert Hargrove Global Advisors, LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$173)
Filed 2026-10-16
Arvest Investments, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-10-21
BlackRock, Inc.
N/A
Shares— from 33,321,277
Change-33,321,277 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 21,255,153
Change-21,255,153 (-100%)
Value—
State Street Corp
N/A
Shares— from 21,094,044
Change-21,094,044 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 16,877,935
Change-16,877,935 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 8,605,748
Change-8,605,748 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 8,572,855
Change-8,572,855 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 5,822,834
Change-5,822,834 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 5,385,908
Change-5,385,908 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 5,161,378
Change-5,161,378 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 4,670,940
Change-4,670,940 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 4,618,948
Change-4,618,948 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 4,291,770
Change-4,291,770 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 4,125,344
Change-4,125,344 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 3,734,979
Change-3,734,979 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 3,572,456
Change-3,572,456 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 3,490,269
Change-3,490,269 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 2,875,006
Change-2,875,006 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 2,585,441
Change-2,585,441 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 2,561,444
Change-2,561,444 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 2,131,128
Change-2,131,128 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 1,828,170
Change-1,828,170 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 1,812,599
Change-1,812,599 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 1,787,905
Change-1,787,905 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 1,771,741
Change-1,771,741 (-100%)
Value—
Earnest Partners LLC
N/A
Shares— from 1,701,405
Change-1,701,405 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,668,840
Change-1,668,840 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 1,644,319
Change-1,644,319 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,485,416
Change-1,485,416 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 1,244,577
Change-1,244,577 (-100%)
Value—
Magellan Asset Management Ltd
N/A
Shares— from 1,238,180
Change-1,238,180 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,219,960
Change-1,219,960 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 1,098,659
Change-1,098,659 (-100%)
Value—
Soroban Capital Partners LP
N/A
Shares— from 1,051,141
Change-1,051,141 (-100%)
Value—
Crawford Investment Counsel Inc
N/A
Shares— from 1,050,739
Change-1,050,739 (-100%)
Value—
Cbre Investment Management Listed Real Assets LLC
N/A
Shares— from 1,003,363
Change-1,003,363 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 1,001,490
Change-1,001,490 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 985,524
Change-985,524 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 918,687
Change-918,687 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 835,830
Change-835,830 (-100%)
Value—
Energy Income Partners, LLC
N/A
Shares— from 835,526
Change-835,526 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 731,639
Change-731,639 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 702,368
Change-702,368 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 690,049
Change-690,049 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 685,202
Change-685,202 (-100%)
Value—
Vaughan Nelson Investment Management, L.P.
N/A
Shares— from 682,599
Change-682,599 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 681,958
Change-681,958 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 617,881
Change-617,881 (-100%)
Value—
Employees Retirement System of Texas
N/A
Shares— from 615,533
Change-615,533 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 607,235
Change-607,235 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 584,270
Change-584,270 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 580,502
Change-580,502 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 562,657
Change-562,657 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 561,785
Change-561,785 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 554,114
Change-554,114 (-100%)
Value—
Soros Fund Management LLC
N/A
Shares— from 528,369
Change-528,369 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 527,164
Change-527,164 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 517,902
Change-517,902 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 512,469
Change-512,469 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 508,014
Change-508,014 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 474,543
Change-474,543 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 435,542
Change-435,542 (-100%)
Value—
National Pension Service
N/A
Shares— from 427,797
Change-427,797 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 418,362
Change-418,362 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 379,287
Change-379,287 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 361,221
Change-361,221 (-100%)
Value—
T. Rowe Price Investment Management, Inc.
N/A
Shares— from 359,579
Change-359,579 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 358,426
Change-358,426 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 343,406
Change-343,406 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 328,738
Change-328,738 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 325,128
Change-325,128 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 314,516
Change-314,516 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 313,397
Change-313,397 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 312,450
Change-312,450 (-100%)
Value—
NS Partners Ltd
N/A
Shares— from 306,688
Change-306,688 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 301,882
Change-301,882 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 294,454
Change-294,454 (-100%)
Value—
Talaria Asset Management Pty Ltd
N/A
Shares— from 291,300
Change-291,300 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 286,582
Change-286,582 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 284,723
Change-284,723 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 281,970
Change-281,970 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 275,575
Change-275,575 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 275,035
Change-275,035 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 272,909
Change-272,909 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 267,675
Change-267,675 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 259,534
Change-259,534 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 251,293
Change-251,293 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 237,122
Change-237,122 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 234,481
Change-234,481 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 230,106
Change-230,106 (-100%)
Value—
APG Asset Management N.V.
N/A
Shares— from 225,342
Change-225,342 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 220,175
Change-220,175 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 218,261
Change-218,261 (-100%)
Value—
Life Cycle Investment Partners Ltd
N/A
Shares— from 206,524
Change-206,524 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 201,053
Change-201,053 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 200,359
Change-200,359 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 193,693
Change-193,693 (-100%)
Value—
Eventide Asset Management, LLC
N/A
Shares— from 179,606
Change-179,606 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 178,455
Change-178,455 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 173,443
Change-173,443 (-100%)
Value—
South Street Advisors LLC
N/A
Shares— from 169,809
Change-169,809 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 166,490
Change-166,490 (-100%)
Value—
&partners
N/A
Shares— from 165,442
Change-165,442 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 162,795
Change-162,795 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 161,041
Change-161,041 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 160,285
Change-160,285 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 157,950
Change-157,950 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 154,849
Change-154,849 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 149,264
Change-149,264 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 147,710
Change-147,710 (-100%)
Value—
Guardian Capital LP
N/A
Shares— from 146,617
Change-146,617 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 141,115
Change-141,115 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 137,723
Change-137,723 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 136,833
Change-136,833 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 136,273
Change-136,273 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 122,710
Change-122,710 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 120,561
Change-120,561 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 118,561
Change-118,561 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 118,528
Change-118,528 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 117,288
Change-117,288 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 113,792
Change-113,792 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 111,913
Change-111,913 (-100%)
Value—
Heartland Advisors Inc
N/A
Shares— from 108,279
Change-108,279 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 108,041
Change-108,041 (-100%)
Value—
Epoch Investment Partners, Inc.
N/A
Shares— from 107,905
Change-107,905 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 102,824
Change-102,824 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 100,795
Change-100,795 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 99,967
Change-99,967 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 99,356
Change-99,356 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 94,046
Change-94,046 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 93,957
Change-93,957 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 93,007
Change-93,007 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 90,982
Change-90,982 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 90,473
Change-90,473 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 90,219
Change-90,219 (-100%)
Value—
Commerce Bank
N/A
Shares— from 87,185
Change-87,185 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 87,174
Change-87,174 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 83,473
Change-83,473 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 82,140
Change-82,140 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 79,796
Change-79,796 (-100%)
Value—
Dark Forest Capital Management LP
N/A
Shares— from 78,819
Change-78,819 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 77,375
Change-77,375 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 76,919
Change-76,919 (-100%)
Value—
Ilex Capital Partners (UK) LLP
N/A
Shares— from 75,626
Change-75,626 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 74,519
Change-74,519 (-100%)
Value—
Dean Investment Associates, LLC
N/A
Shares— from 74,186
Change-74,186 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 73,447
Change-73,447 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 71,841
Change-71,841 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 71,499
Change-71,499 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 71,275
Change-71,275 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 71,093
Change-71,093 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 65,747
Change-65,747 (-100%)
Value—
Alley Investment Management Company, LLC
N/A
Shares— from 65,316
Change-65,316 (-100%)
Value—
Morgan Dempsey Capital Management LLC
N/A
Shares— from 64,642
Change-64,642 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 62,970
Change-62,970 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 61,275
Change-61,275 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 57,625
Change-57,625 (-100%)
Value—
Hunter Perkins Capital Management, LLC
N/A
Shares— from 53,284
Change-53,284 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 51,514
Change-51,514 (-100%)
Value—
Brentview Investment Management LLC
N/A
Shares— from 50,495
Change-50,495 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 49,666
Change-49,666 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 49,490
Change-49,490 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 49,129
Change-49,129 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 48,856
Change-48,856 (-100%)
Value—
Susquehanna Portfolio Strategies, LLC
N/A
Shares— from 48,676
Change-48,676 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 48,652
Change-48,652 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 47,739
Change-47,739 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 46,972
Change-46,972 (-100%)
Value—
Blair William & Co
N/A
Shares— from 46,275
Change-46,275 (-100%)
Value—
Morton Community Bank
N/A
Shares— from 46,115
Change-46,115 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 45,972
Change-45,972 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 45,855
Change-45,855 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 44,897
Change-44,897 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 44,238
Change-44,238 (-100%)
Value—
Occudo Quantitative Strategies LP
N/A
Shares— from 44,044
Change-44,044 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 43,857
Change-43,857 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 43,626
Change-43,626 (-100%)
Value—
Bantamac Capital, LLC
N/A
Shares— from 43,000
Change-43,000 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 42,511
Change-42,511 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 40,874
Change-40,874 (-100%)
Value—
S&CO Inc
N/A
Shares— from 40,672
Change-40,672 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 40,494
Change-40,494 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 40,109
Change-40,109 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 39,923
Change-39,923 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 39,446
Change-39,446 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 38,502
Change-38,502 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 37,606
Change-37,606 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 36,702
Change-36,702 (-100%)
Value—
Tortoise Capital Advisors, L.L.C.
N/A
Shares— from 36,408
Change-36,408 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 36,089
Change-36,089 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 36,031
Change-36,031 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 35,974
Change-35,974 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 34,836
Change-34,836 (-100%)
Value—
Sciencast Management LP
N/A
Shares— from 34,091
Change-34,091 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 33,072
Change-33,072 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 32,662
Change-32,662 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 31,852
Change-31,852 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 31,775
Change-31,775 (-100%)
Value—
Allstate Corp
N/A
Shares— from 31,730
Change-31,730 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 30,428
Change-30,428 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 30,280
Change-30,280 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 29,210
Change-29,210 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 28,760
Change-28,760 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 28,472
Change-28,472 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 27,884
Change-27,884 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 27,409
Change-27,409 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 27,374
Change-27,374 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 27,344
Change-27,344 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 27,279
Change-27,279 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 26,680
Change-26,680 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 26,549
Change-26,549 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 26,427
Change-26,427 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 26,077
Change-26,077 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 24,998
Change-24,998 (-100%)
Value—
Marietta Investment Partners LLC
N/A
Shares— from 24,829
Change-24,829 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 24,692
Change-24,692 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 24,340
Change-24,340 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 23,837
Change-23,837 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 23,480
Change-23,480 (-100%)
Value—
Broadwater Capital Management LLC
N/A
Shares— from 23,150
Change-23,150 (-100%)
Value—
Saudi Central Bank
N/A
Shares— from 22,799
Change-22,799 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 22,729
Change-22,729 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 22,262
Change-22,262 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 21,980
Change-21,980 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 21,958
Change-21,958 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 21,903
Change-21,903 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 21,392
Change-21,392 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 21,348
Change-21,348 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 21,044
Change-21,044 (-100%)
Value—
Kentucky Retirement Systems
N/A
Shares— from 20,555
Change-20,555 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 20,430
Change-20,430 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 20,364
Change-20,364 (-100%)
Value—
Delta Global Management LP
N/A
Shares— from 20,199
Change-20,199 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 20,099
Change-20,099 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 20,043
Change-20,043 (-100%)
Value—
Siemens Fonds Invest GmbH
N/A
Shares— from 19,740
Change-19,740 (-100%)
Value—
Campbell Capital Management Inc
N/A
Shares— from 19,600
Change-19,600 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 19,271
Change-19,271 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 19,059
Change-19,059 (-100%)
Value—
Fox Hill Wealth Management
N/A
Shares— from 19,020
Change-19,020 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 19,005
Change-19,005 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 18,587
Change-18,587 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 17,778
Change-17,778 (-100%)
Value—
Rodgers Brothers Inc.
N/A
Shares— from 17,274
Change-17,274 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 16,910
Change-16,910 (-100%)
Value—
Drake & Associates, LLC
N/A
Shares— from 16,887
Change-16,887 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 16,816
Change-16,816 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 16,753
Change-16,753 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 16,467
Change-16,467 (-100%)
Value—
PDT Partners, LLC
N/A
Shares— from 16,000
Change-16,000 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 15,933
Change-15,933 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 15,774
Change-15,774 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 15,463
Change-15,463 (-100%)
Value—
Impax Asset Management Group plc
N/A
Shares— from 15,297
Change-15,297 (-100%)
Value—
Aviso Financial Inc.
N/A
Shares— from 15,231
Change-15,231 (-100%)
Value—
Blackhawk Capital Partners, LLC
N/A
Shares— from 15,225
Change-15,225 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 15,173
Change-15,173 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 14,916
Change-14,916 (-100%)
Value—
Stephens Inc
N/A
Shares— from 14,767
Change-14,767 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 14,571
Change-14,571 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 14,560
Change-14,560 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 13,723
Change-13,723 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 13,645
Change-13,645 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 13,602
Change-13,602 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 13,400
Change-13,400 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 13,018
Change-13,018 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 12,976
Change-12,976 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 12,880
Change-12,880 (-100%)
Value—
Ninepoint Partners LP
N/A
Shares— from 12,863
Change-12,863 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 12,792
Change-12,792 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 12,744
Change-12,744 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 12,616
Change-12,616 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 12,487
Change-12,487 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 12,002
Change-12,002 (-100%)
Value—
Twin City Private Wealth, LLC
N/A
Shares— from 11,975
Change-11,975 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 11,425
Change-11,425 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 11,268
Change-11,268 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 11,216
Change-11,216 (-100%)
Value—
Empirical Finance, LLC
N/A
Shares— from 11,141
Change-11,141 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 10,935
Change-10,935 (-100%)
Value—
South Dakota Investment Council
N/A
Shares— from 10,766
Change-10,766 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 10,660
Change-10,660 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 10,614
Change-10,614 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 10,570
Change-10,570 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 10,526
Change-10,526 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 10,443
Change-10,443 (-100%)
Value—
Buckley Wealth Management, LLC
N/A
Shares— from 10,409
Change-10,409 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 10,184
Change-10,184 (-100%)
Value—
Twin Capital Management Inc
N/A
Shares— from 10,050
Change-10,050 (-100%)
Value—
Mufg Securities Americas Inc.
N/A
Shares— from 9,811
Change-9,811 (-100%)
Value—
Rowlandmiller & Partners.adv
N/A
Shares— from 9,728
Change-9,728 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 9,717
Change-9,717 (-100%)
Value—
Legato Capital Management LLC
N/A
Shares— from 9,633
Change-9,633 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 9,451
Change-9,451 (-100%)
Value—
Aster Capital Management (Difc) Ltd
N/A
Shares— from 9,309
Change-9,309 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 9,122
Change-9,122 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 9,116
Change-9,116 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 9,104
Change-9,104 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 9,029
Change-9,029 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 8,983
Change-8,983 (-100%)
Value—
Hartford Funds Management Co LLC
N/A
Shares— from 8,890
Change-8,890 (-100%)
Value—
Altshuler Shaham Ltd
N/A
Shares— from 8,874
Change-8,874 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 8,824
Change-8,824 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 8,767
Change-8,767 (-100%)
Value—
Voya Financial Advisors, Inc.
N/A
Shares— from 8,720
Change-8,720 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 8,672
Change-8,672 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 8,664
Change-8,664 (-100%)
Value—
Kentucky Retirement Systems Insurance Trust Fund
N/A
Shares— from 8,530
Change-8,530 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 8,499
Change-8,499 (-100%)
Value—
Private Harbour Investment Management & Counsel, LLC
N/A
Shares— from 8,280
Change-8,280 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 8,279
Change-8,279 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 8,236
Change-8,236 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 8,153
Change-8,153 (-100%)
Value—
Aristotle Atlantic Partners, LLC
N/A
Shares— from 7,941
Change-7,941 (-100%)
Value—
AXQ Capital, LP
N/A
Shares— from 7,925
Change-7,925 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 7,848
Change-7,848 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 7,745
Change-7,745 (-100%)
Value—
DF Dent & Co Inc
N/A
Shares— from 7,681
Change-7,681 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 7,633
Change-7,633 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 7,592
Change-7,592 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 7,526
Change-7,526 (-100%)
Value—
Andra Ap-fonden
N/A
Shares— from 7,500
Change-7,500 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 7,389
Change-7,389 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 7,379
Change-7,379 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 7,248
Change-7,248 (-100%)
Value—
Westpac Banking Corp
N/A
Shares— from 7,172
Change-7,172 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 7,012
Change-7,012 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 6,784
Change-6,784 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 6,737
Change-6,737 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 6,688
Change-6,688 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 6,569
Change-6,569 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 6,515
Change-6,515 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 6,362
Change-6,362 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 6,360
Change-6,360 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 6,359
Change-6,359 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 6,308
Change-6,308 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 6,271
Change-6,271 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 6,244
Change-6,244 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 6,180
Change-6,180 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 6,043
Change-6,043 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 6,006
Change-6,006 (-100%)
Value—
Invst, LLC
N/A
Shares— from 5,995
Change-5,995 (-100%)
Value—
Harbour Investment Management LLC
N/A
Shares— from 5,990
Change-5,990 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 5,921
Change-5,921 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 5,918
Change-5,918 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 5,872
Change-5,872 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 5,802
Change-5,802 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 5,792
Change-5,792 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 5,774
Change-5,774 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 5,774
Change-5,774 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 5,547
Change-5,547 (-100%)
Value—
Aviva PLC
N/A
Shares— from 5,527
Change-5,527 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 5,469
Change-5,469 (-100%)
Value—
Resources Management Corp
N/A
Shares— from 5,409
Change-5,409 (-100%)
Value—
Hutner Capital Management Inc
N/A
Shares— from 5,336
Change-5,336 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 5,229
Change-5,229 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 5,211
Change-5,211 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 5,179
Change-5,179 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 5,100
Change-5,100 (-100%)
Value—
Dougherty & Associates, LLC
N/A
Shares— from 5,032
Change-5,032 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 5,015
Change-5,015 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 4,946
Change-4,946 (-100%)
Value—
Spectrum Investment Advisors, Inc.
N/A
Shares— from 4,929
Change-4,929 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 4,923
Change-4,923 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 4,900
Change-4,900 (-100%)
Value—
Colter Lewis Investment Partners LLC
N/A
Shares— from 4,846
Change-4,846 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 4,784
Change-4,784 (-100%)
Value—
FIL Ltd
N/A
Shares— from 4,758
Change-4,758 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 4,665
Change-4,665 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 4,609
Change-4,609 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 4,507
Change-4,507 (-100%)
Value—
Qsemble Capital Management, LP
N/A
Shares— from 4,499
Change-4,499 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 4,494
Change-4,494 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 4,492
Change-4,492 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 4,475
Change-4,475 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 4,413
Change-4,413 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 4,409
Change-4,409 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 4,372
Change-4,372 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 4,359
Change-4,359 (-100%)
Value—
Harvest Fund Management Co., Ltd
N/A
Shares— from 4,045
Change-4,045 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 3,993
Change-3,993 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 3,984
Change-3,984 (-100%)
Value—
Bruce & Co., Inc.
N/A
Shares— from 3,945
Change-3,945 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 3,928
Change-3,928 (-100%)
Value—
Dynamic Technology Lab Private Ltd
N/A
Shares— from 3,904
Change-3,904 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 3,878
Change-3,878 (-100%)
Value—
Signet Private Wealth LLC
N/A
Shares— from 3,793
Change-3,793 (-100%)
Value—
McDonough Capital Management, Inc
N/A
Shares— from 3,788
Change-3,788 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 3,701
Change-3,701 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 3,669
Change-3,669 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 3,668
Change-3,668 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 3,666
Change-3,666 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 3,543
Change-3,543 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 3,479
Change-3,479 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 3,401
Change-3,401 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 3,398
Change-3,398 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 3,366
Change-3,366 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 3,354
Change-3,354 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 3,263
Change-3,263 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 3,262
Change-3,262 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 3,248
Change-3,248 (-100%)
Value—
Oxford Asset Management LLP
N/A
Shares— from 3,237
Change-3,237 (-100%)
Value—
Moment Partners, LLC
N/A
Shares— from 3,207
Change-3,207 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 3,206
Change-3,206 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 3,201
Change-3,201 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 3,200
Change-3,200 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 3,170
Change-3,170 (-100%)
Value—
Meiji Yasuda Life Insurance Co
N/A
Shares— from 3,167
Change-3,167 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 3,162
Change-3,162 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 3,134
Change-3,134 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 3,132
Change-3,132 (-100%)
Value—
Arbor Trust Wealth Advisors, LLC
N/A
Shares— from 3,120
Change-3,120 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 3,115
Change-3,115 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 3,113
Change-3,113 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 3,086
Change-3,086 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 3,023
Change-3,023 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 3,021
Change-3,021 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 2,981
Change-2,981 (-100%)
Value—
Graybill Wealth Management, Ltd.
N/A
Shares— from 2,981
Change-2,981 (-100%)
Value—
Mirabella Financial Services LLP
N/A
Shares— from 2,980
Change-2,980 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 2,965
Change-2,965 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 2,949
Change-2,949 (-100%)
Value—
Beacon Investment Advisors LLC
N/A
Shares— from 2,914
Change-2,914 (-100%)
Value—
Concorde Asset Management, LLC
N/A
Shares— from 2,893
Change-2,893 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 2,885
Change-2,885 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 2,864
Change-2,864 (-100%)
Value—
Dividend Assets Capital, LLC
N/A
Shares— from 2,810
Change-2,810 (-100%)
Value—
OneAscent Investment Solutions LLC
N/A
Shares— from 2,809
Change-2,809 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 2,795
Change-2,795 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 2,794
Change-2,794 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 2,766
Change-2,766 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 2,753
Change-2,753 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 2,752
Change-2,752 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 2,711
Change-2,711 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 2,688
Change-2,688 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 2,680
Change-2,680 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 2,665
Change-2,665 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 2,654
Change-2,654 (-100%)
Value—
Core Capital Management & Research, inc.
N/A
Shares— from 2,645
Change-2,645 (-100%)
Value—
D L Carlson Investment Group Inc
N/A
Shares— from 2,635
Change-2,635 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 2,631
Change-2,631 (-100%)
Value—
Commerzbank Aktiengesellschaft
N/A
Shares— from 2,627
Change-2,627 (-100%)
Value—
Planning Center, Inc.
N/A
Shares— from 2,611
Change-2,611 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 2,606
Change-2,606 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 2,605
Change-2,605 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 2,588
Change-2,588 (-100%)
Value—
KMT Wealth Management, LLC
N/A
Shares— from 2,563
Change-2,563 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 2,501
Change-2,501 (-100%)
Value—
Tower Wealth Partners, Inc.
N/A
Shares— from 2,495
Change-2,495 (-100%)
Value—
Atlantic Family Wealth, LLC
N/A
Shares— from 2,383
Change-2,383 (-100%)
Value—
Navera Investment Management Ltd.
N/A
Shares— from 2,380
Change-2,380 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 2,370
Change-2,370 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 2,367
Change-2,367 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 2,365
Change-2,365 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 2,355
Change-2,355 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 2,327
Change-2,327 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 2,318
Change-2,318 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 2,302
Change-2,302 (-100%)
Value—
Readystate Asset Management LP
N/A
Shares— from 2,261
Change-2,261 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 2,249
Change-2,249 (-100%)
Value—
Meadowbrook Advisors Group, LLC
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 2,195
Change-2,195 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 2,191
Change-2,191 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 2,159
Change-2,159 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 2,135
Change-2,135 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 2,100
Change-2,100 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 2,100
Change-2,100 (-100%)
Value—
KilterHowling LLC
N/A
Shares— from 2,068
Change-2,068 (-100%)
Value—
Summitry LLC
N/A
Shares— from 2,065
Change-2,065 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 2,057
Change-2,057 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 2,052
Change-2,052 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 2,042
Change-2,042 (-100%)
Value—
Plotkin Financial Advisors, LLC
N/A
Shares— from 2,042
Change-2,042 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 2,041
Change-2,041 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 2,025
Change-2,025 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 2,025
Change-2,025 (-100%)
Value—
Sandro Wealth Management LLC
N/A
Shares— from 2,009
Change-2,009 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 1,971
Change-1,971 (-100%)
Value—
Man Group plc
N/A
Shares— from 1,935
Change-1,935 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 1,905
Change-1,905 (-100%)
Value—
Boston Research & Management Inc
N/A
Shares— from 1,902
Change-1,902 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 1,899
Change-1,899 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 1,897
Change-1,897 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 1,887
Change-1,887 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 1,862
Change-1,862 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 1,826
Change-1,826 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 1,822
Change-1,822 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 1,819
Change-1,819 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 1,814
Change-1,814 (-100%)
Value—
Next Capital Management LLC
N/A
Shares— from 1,806
Change-1,806 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 1,796
Change-1,796 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 1,792
Change-1,792 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 1,776
Change-1,776 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 1,753
Change-1,753 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 1,750
Change-1,750 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 1,749
Change-1,749 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 1,743
Change-1,743 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 1,743
Change-1,743 (-100%)
Value—
Virtus Investment Advisers, LLC
N/A
Shares— from 1,727
Change-1,727 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 1,696
Change-1,696 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 1,694
Change-1,694 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 1,688
Change-1,688 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 1,656
Change-1,656 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 1,580
Change-1,580 (-100%)
Value—
Quarry LP
N/A
Shares— from 1,554
Change-1,554 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 1,512
Change-1,512 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 1,412
Change-1,412 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 1,408
Change-1,408 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 1,386
Change-1,386 (-100%)
Value—
Havemeyer Place LP
N/A
Shares— from 1,278
Change-1,278 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 1,278
Change-1,278 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 1,060
Change-1,060 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 976
Change-976 (-100%)
Value—
Cyber Hornet ETFs LLC
N/A
Shares— from 888
Change-888 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 840
Change-840 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 733
Change-733 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 720
Change-720 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 666
Change-666 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 604
Change-604 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 600
Change-600 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 596
Change-596 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 545
Change-545 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 532
Change-532 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 517
Change-517 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 516
Change-516 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 506
Change-506 (-100%)
Value—
Ostrum Asset Management
N/A
Shares— from 504
Change-504 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 462
Change-462 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 454
Change-454 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 440
Change-440 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 431
Change-431 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 342
Change-342 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 337
Change-337 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 333
Change-333 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 315
Change-315 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 279
Change-279 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 278
Change-278 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 272
Change-272 (-100%)
Value—
S&T Bank
N/A
Shares— from 247
Change-247 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 242
Change-242 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 236
Change-236 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 222
Change-222 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 221
Change-221 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 217
Change-217 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 213
Change-213 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 204
Change-204 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 176
Change-176 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 151
Change-151 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 150
Change-150 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 148
Change-148 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 138
Change-138 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 137
Change-137 (-100%)
Value—
EFG International AG
N/A
Shares— from 127
Change-127 (-100%)
Value—
Rogco, LP
N/A
Shares— from 126
Change-126 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 125
Change-125 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 119
Change-119 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 114
Change-114 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 111
Change-111 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 109
Change-109 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 102
Change-102 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 93
Change-93 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 87
Change-87 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 82
Change-82 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 81
Change-81 (-100%)
Value—
Accent Capital Management, LLC
N/A
Shares— from 77
Change-77 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 66
Change-66 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 60
Change-60 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 54
Change-54 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 43
Change-43 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 42
Change-42 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 42
Change-42 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 34
Change-34 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 34
Change-34 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 27
Change-27 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 24
Change-24 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 22
Change-22 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 20
Change-20 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 3
Change-3 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 1
Change-1 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 0
Change0
Value—
Erste Asset Management GmbH
N/A
Shares— from 0
Change0
Value—
Status
Geode Capital Management, LLC
INCREASED9,336,6319,240,374+96,257+1%$1.1B$937.5M-$137.5M2026-11-06
Deutsche Bank Ag\
INCREASED6,141,0776,053,574+87,503+1%$706.9M$618.9M-$88.0M2026-11-06
Mizuho Securities USA LLC
INCREASED3,523,60719,676+3,503,931+17808%$2.3M$2.8M+$547.0K2026-11-09
PNC Financial Services Group, Inc.
DECREASED2,497,6332,539,022-41,389-2%$296.5M$251.7M-$44.8M2026-11-06
Bank of New York Mellon Corp
DECREASED1,914,2401,959,186-44,946-2%$228.8M$192.9M-$35.9M2026-11-05
Citigroup Inc
INCREASED1,614,1401,563,755+50,385+3%$182.6M$162.7M-$19.9M2026-11-04
Bank of Montreal
INCREASED1,573,680578,191+995,489+172%$67.5M$158.6M+$91.1M2026-11-09
Barclays PLC
DECREASED1,463,1033,217,999-1,754,896-55%$375.8M$147.5M-$228.3M2026-11-06
LPL Financial LLC
INCREASED1,410,0591,340,850+69,209+5%$156.6M$142.1M-$14.5M2026-11-06
Dimensional Fund Advisors LP
INCREASED1,348,2731,319,446+28,827+2%$154.1M$135.9M-$18.2M2026-11-04
Aberdeen Group plc
INCREASED1,307,32498,704+1,208,620+1224%$11.5M$301.0M+$289.5M2026-11-06
Bahl & Gaynor LLC
DECREASED1,289,8041,296,735-6,931-1%$151.4M$130.0M-$21.4M2026-11-05
Squarepoint Ops LLC
INCREASED1,146,811848,697+298,114+35%$99.1M$115.6M+$16.5M2026-11-09
Confluence Investment Management LLC
DECREASED1,141,3131,191,332-50,019-4%$139.1M$115.0M-$24.1M2026-10-01
Bessemer Group Inc
DECREASED1,083,5411,150,586-67,045-6%$134.4M$109.2K-$134.2M2026-11-09
Principal Financial Group Inc
DECREASED1,013,3751,122,849-109,474-10%$131.1M$102.1M-$29.0M2026-11-02
Amundi
INCREASED1,010,543448,027+562,516+126%$52.3M$101.8M+$49.5M2026-11-06
Cincinnati Insurance Co
UNCHANGED978,300978,30000%$114.2M$98.6M-$15.6M2026-11-03
Duff & Phelps Investment Management Co
DECREASED895,500979,934-84,434-9%$114.4M$90.2M-$24.2M2026-11-06
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED849,666816,948+32,718+4%$95.4M$85.6M-$9.8M2026-11-05
Reaves W H & Co Inc
DECREASED799,694822,305-22,611-3%$96.0M$80.6M-$15.4M2026-11-06
Sumitomo Mitsui Trust Group, Inc.
DECREASED743,324769,993-26,669-3%$89.9M$74.9M-$15.0M2026-10-29
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
NEW523,060—+523,060——$52.7M—2026-11-03
Vaughan David Investments LLC
INCREASED509,803503,722+6,081+1%$58.8M$51.4K-$58.8M2026-11-05
Fort Washington Investment Advisors Inc
NEW478,341—+478,341——$48.2M—2026-10-15
Old Republic International Corp
DECREASED448,136477,179-29,043-6%$55.7K$45.2K-$10.6K2026-10-26
Donaldson Capital Management, LLC
DECREASED446,807447,934-1,1270%$52.3M$45.0M-$7.3M2026-11-09
Retirement Systems of Alabama
DECREASED415,472420,190-4,718-1%$49.1M$41.9M-$7.2M2026-11-04
Campbell Newman Asset Management Inc
INCREASED376,586375,155+1,431+0%$43.8M$38.0M-$5.9M2026-10-22
Pictet Asset Management Holding SA
DECREASED369,889476,669-106,780-22%$55.7M$37.3M-$18.4M2026-11-03
Russell Investments Group, Ltd.
INCREASED334,342285,333+49,009+17%$33.3M$33.7M+$377.4K2026-11-06
US Bancorp \de\
DECREASED310,647320,628-9,981-3%$37.4M$31.3M-$6.1M2026-11-05
Verity & Verity, LLC
INCREASED299,813219,482+80,331+37%$25.6M$30.2M+$4.6M2026-10-23
Eurizon Capital SGR S.p.A.
INCREASED293,85145,211+248,640+550%$5.3M$29.6M+$24.3M2026-11-06
Creative Planning
INCREASED275,346212,537+62,809+30%$24.8M$27.7M+$2.9M2026-11-02
Nisa Investment Advisors, LLC
INCREASED263,910262,151+1,759+1%$30.6M$26.6M-$4.0M2026-10-20
Truist Financial Corp
INCREASED254,890251,889+3,001+1%$29.4M$25.7M-$3.7M2026-10-30
Wealth Enhancement Advisory Services, LLC
INCREASED243,911154,525+89,386+58%$17.8M$24.6M+$6.9M2026-10-13
Assetmark, Inc
INCREASED240,848233,459+7,389+3%$27.3M$24.3M-$3.0M2026-10-21
HighTower Advisors, LLC
DECREASED240,626242,818-2,192-1%$28.4M$24.3M-$4.1M2026-11-10
CIBC Asset Management Inc
INCREASED239,446229,915+9,531+4%$26.8M$24.1M-$2.7M2026-11-05
Strs Ohio
DECREASED236,229246,725-10,496-4%$28.8M$23.8M-$5.0M2026-10-30
Gateway Investment Advisers LLC
DECREASED232,848233,060-2120%$27.2M$23.5M-$3.7M2026-10-13
Country Trust Bank
DECREASED227,122243,308-16,186-7%$28.4M$22.9M-$5.5M2026-10-30
New York State Teachers Retirement System
DECREASED225,426236,681-11,255-5%$27.6M$22.7K-$27.6M2026-10-22
Braun Stacey Associates Inc
DECREASED221,564223,745-2,181-1%$26.1M$22.3M-$3.8M2026-10-19
Allspring Global Investments Holdings, LLC
INCREASED220,430194,886+25,544+13%$22.6M$22.4M-$225.3K2026-11-04
Cidel Asset Management Inc
DECREASED218,384222,312-3,928-2%$26.0M$22.0M-$4.0M2026-10-29
Fjarde Ap-Fonden TH Swedish National Pension Fund
INCREASED214,10547,000+167,105+356%$5.5M$21.6M+$16.1M2026-10-15
DDD Partners, LLC
INCREASED204,340173,451+30,889+18%$20.3M$20.6M+$339.5K2026-11-02
PBU - The Pension Fund of Early Childhood & Youth Educators
DECREASED192,833193,082-2490%$22.5M$19.4M-$3.1M2026-11-06
Asset Management One Co., Ltd.
INCREASED169,336166,295+3,041+2%$19.4M$17.1M-$2.4M2026-10-27
Fifth Third Bancorp
DECREASED166,182170,945-4,763-3%$20.0M$16.7M-$3.2M2026-11-05
Commonwealth Equity Services, LLC
DECREASED156,562164,170-7,608-5%$19.2M$15.8M-$3.4M2026-11-02
Empire Life Investments Inc.
DECREASED153,995182,284-28,289-16%$21.3M$15.5M-$5.8M2026-11-06
Hennessy Advisors Inc
INCREASED152,140151,140+1,000+1%$17.6M$15.3M-$2.3M2026-10-28
Boston Trust Walden Corp
DECREASED148,466178,268-29,802-17%$20.8M$15.0M-$5.9M2026-10-30
Park National Corp
DECREASED147,836157,349-9,513-6%$18.4M$14.9M-$3.5M2026-10-05
B. Metzler seel. Sohn & Co. AG
DECREASED136,014137,178-1,164-1%$16.0M$13.7M-$2.3M2026-10-30
Assenagon Asset Management S.A.
INCREASED134,540121,035+13,505+11%$14.1M$13.6M-$574.3K2026-10-15
Argent Capital Management LLC
DECREASED131,345138,118-6,773-5%$16.1M$13.2M-$2.9M2026-10-05
Rockland Trust Co
INCREASED123,801120,208+3,593+3%$14.0M$12.5M-$1.6M2026-10-05
Annex Advisory Services, LLC
DECREASED119,596121,431-1,835-2%$14.2M$12.1M-$2.1M2026-10-16
Mattern Capital Management, LLC
INCREASED109,182103,889+5,293+5%$12.1M$11.0M-$1.1M2026-11-02
Atria Investments, Inc
INCREASED108,66794,457+14,210+15%$11.0M$11.0M-$78.3K2026-10-15
IFM Investors Pty Ltd
DECREASED104,942119,219-14,277-12%$13.9M$10.6M-$3.3M2026-10-14
Davenport & Co LLC
INCREASED102,11596,430+5,685+6%$11.3M$10.3M-$969.0K2026-10-14
State of New Jersey Common Pension Fund D
INCREASED100,14797,774+2,373+2%$11.4M$10.1M-$1.3M2026-11-05
BLB&B Advisors, LLC
INCREASED99,40697,782+1,624+2%$11.4M$10.0M-$1.4M2026-10-27
HFR Wealth Management, LLC
DECREASED98,719100,542-1,823-2%$11.7M$9.9M-$1.8M2026-11-09
Merit Financial Group, LLC
INCREASED97,87078,182+19,688+25%$9.1M$9.9M+$734.0K2026-11-06
Cincinnati Specialty Underwriters Insurance Co
UNCHANGED95,00095,00000%$11.1M$9.6M-$1.5M2026-11-03
DekaBank Deutsche Girozentrale
DECREASED94,957122,847-27,890-23%$14.1K$9.7K-$4.4K2026-10-27
Czech National Bank
INCREASED93,62492,714+910+1%$10.8M$9.4M-$1.4M2026-10-13
Swiss Life Asset Management Ltd
INCREASED91,34042,929+48,411+113%$5.0M$9.2M+$4.2M2026-11-03
Achmea Investment Management B.V.
NEW91,100—+91,100——$9.2M—2026-10-30
Teachers Retirement System of the State of Kentucky
UNCHANGED89,97489,97400%$10.5M$9.1K-$10.5M2026-11-10
Oppenheimer Asset Management Inc.
DECREASED89,30492,647-3,343-4%$10.8M$9.0M-$1.8M2026-10-27
Arizona State Retirement System
DECREASED88,96193,382-4,421-5%$10.9M$9.0M-$1.9M2026-11-03
Thomas Story & SON LLC
DECREASED88,43591,915-3,480-4%$10.7M$8.9M-$1.8M2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED86,73991,580-4,841-5%$10.7M$8.7K-$10.7M2026-11-02
Baillie Gifford & Co
DECREASED86,03787,935-1,898-2%$10.3M$8.7M-$1.6M2026-11-09
Harbour Investments, Inc.
DECREASED84,418107,473-23,055-21%$12.5M$8.5M-$4.0M2026-11-09
Wealthfront Advisers LLC
DECREASED84,016106,543-22,527-21%$12.4M$8.5M-$4.0M2026-11-09
Mirae Asset Global Investments Co., Ltd.
INCREASED82,24671,693+10,553+15%$8.4M$8.3M-$82.8K2026-11-03
State of Michigan Retirement System
DECREASED81,88483,384-1,500-2%$9.7M$8.3M-$1.5M2026-10-27
Franklin, Parlapiano, Turner & Welch, LLC
DECREASED77,71780,089-2,372-3%$9.4M$7.8M-$1.5M2026-10-30
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED73,67089,984-16,314-18%$10.5M$7.4M-$3.1M2026-10-19
Leeward Investments, LLC - MA
DECREASED70,43571,218-783-1%$8.3M$7.1M-$1.2M2026-10-23
Thompson Investment Management, Inc.
INCREASED68,37667,866+510+1%$7.9M$6.9M-$1.0M2026-10-14
Fideuram Asset Management (Ireland) dac
INCREASED67,02821,658+45,370+209%$2.5M$7.4M+$5.0M2026-10-29
Cushing Asset Management, LP dba NXG Investment Management
UNCHANGED67,00067,00000%$7.8M$6.8M-$1.1M2026-10-26
Nicholas Company, Inc.
INCREASED65,67063,480+2,190+3%$7.4M$6.6M-$794.3K2026-11-05
ProShare Advisors LLC
INCREASED65,33451,837+13,497+26%$6.1M$6.6M+$531.4K2026-10-29
Xponance LLC
INCREASED64,38258,880+5,502+9%$6.9M$6.5M-$387.0K2026-11-03
Albion Financial Group
DECREASED63,54464,349-805-1%$7.5M$6.4M-$1.1M2026-10-21
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED61,37661,247+129+0%$7.2M$6.2M-$966.3K2026-10-20
Daiwa Securities Group Inc.
INCREASED59,99358,986+1,007+2%$6.9M$6.0M-$841.7K2026-10-29
Kestra Advisory Services, LLC
INCREASED59,90440,409+19,495+48%$4.7M$6.0M+$1.3M2026-11-02
Neos Investment Management LLC
INCREASED59,20652,443+6,763+13%$6.1M$6.0M-$157.0K2026-11-04
TD Private Client Wealth LLC
INCREASED58,84956,354+2,495+4%$6.6M$5.9M-$649.7K2026-10-28
Rakuten Investment Management, Inc.
INCREASED58,47953,274+5,205+10%$6.3M$6.0M-$311.0K2026-10-30
Amalgamated Bank
DECREASED55,83957,123-1,284-2%$6.7M$5.6K-$6.7M2026-10-23
1834 Investment Advisors Co
DECREASED54,94156,469-1,528-3%$6.6M$5.5M-$1.1M2026-10-16
Nykredit A/S
UNCHANGED54,65354,65300%$6.4M$5.5M-$873.9K2026-11-06
Allworth Financial LP
INCREASED51,15346,051+5,102+11%$5.4M$6.0M+$595.7K2026-11-06
Park Avenue Securities LLC
DECREASED50,06555,424-5,359-10%$6.5M$5.0K-$6.5M2026-10-26
American Assets Investment Management, LLC
UNCHANGED50,00050,00000%$5.8M$5.0M-$799.5K2026-10-30
Woodley Farra Manion Portfolio Management Inc
INCREASED49,77346,481+3,292+7%$5.4M$5.0M-$411.5K2026-11-05
MacKenzie Financial Corp
DECREASED49,51852,415-2,897-6%$6.1M$5.0M-$1.1M2026-11-02
Police & Firemen's Retirement System of New Jersey
DECREASED48,29049,274-984-2%$5.8M$4.9M-$887.1K2026-11-09
Ashton Thomas Private Wealth, LLC
INCREASED45,67044,675+995+2%$5.2M$4.6M-$614.1K2026-11-03
New York Life Investment Management LLC
DECREASED45,38845,447-590%$5.3M$4.6M-$732.6K2026-11-04
United Capital Management of KS, Inc.
INCREASED44,23142,640+1,591+4%$5.0M$4.5M-$521.4K2026-11-04
Prospera Financial Services Inc
INCREASED44,1689,400+34,768+370%$1.1M$5.1M+$4.0M2026-11-04
Synergy Asset Management, LLC
INCREASED43,53524,620+18,915+77%$2.9M$4.4M+$1.5M2026-11-05
Motco
INCREASED43,39043,135+255+1%$5.0M$4.4M-$664.0K2026-11-09
Hennion & Walsh Asset Management, Inc.
INCREASED43,10639,313+3,793+10%$4.6M$4.3M-$246.4K2026-10-13
Zions Bancorporation, National Association
DECREASED42,43560,921-18,486-30%$7.1M$4.3M-$2.8M2026-11-06
Yousif Capital Management, LLC
INCREASED42,40341,281+1,122+3%$4.8M$4.3M-$547.0K2026-10-22
Castellan Group
INCREASED42,05041,625+425+1%$4.9M$4.2M-$622.8K2026-10-19
Bright Rock Capital Management, LLC
UNCHANGED42,00042,00000%$4.9M$4.2M-$671.6K2026-10-05
D.A. Davidson & Co.
INCREASED41,99736,585+5,412+15%$4.3M$4.2M-$39.6K2026-10-28
Belpointe Asset Management LLC
INCREASED41,20140,721+480+1%$4.8M$4.2M-$602.7K2026-11-09
Oregon Public Employees Retirement Fund
UNCHANGED40,08940,08900%$4.7M$4.0M-$641.0K2026-10-30
N.E.W. Advisory Services LLC
DECREASED39,75242,320-2,568-6%$4.9M$4.0M-$935.5K2026-11-09
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED39,44136,733+2,708+7%$4.3M$4.0M-$314.4K2026-10-27
UniSuper Management Pty Ltd
INCREASED38,20436,804+1,400+4%$4.3M$3.9M-$447.4K2026-10-26
Kestra Private Wealth Services, LLC
INCREASED37,94636,622+1,324+4%$4.3M$3.8M-$452.1K2026-11-06
Somerset Trust Co
DECREASED37,62437,753-1290%$4.4M$3.8M-$616.7K2026-10-13
Vise Technologies, Inc.
DECREASED37,53839,370-1,832-5%$4.6M$3.8M-$814.1K2026-10-29
Alta Capital Management LLC/
DECREASED37,32740,664-3,337-8%$4.7M$3.8M-$986.5K2026-10-26
Raiffeisen Bank International AG
NEW36,947—+36,947——$3.8M—2026-10-28
KBC Group NV
INCREASED36,92434,792+2,132+6%$4.1M$3.7K-$4.1M2026-10-22
Savant Capital, LLC
DECREASED35,27655,287-20,011-36%$6.4M$3.6M-$2.9M2026-11-06
AlphaCore Capital LLC
INCREASED34,83728,056+6,781+24%$3.3M$3.5M+$234.7K2026-11-04
Mutual of America Capital Management LLC
DECREASED33,32833,565-237-1%$3.9M$3.4M-$560.6K2026-10-23
Diversified Management Inc
INCREASED33,30925,869+7,440+29%$3.0M$3.4M+$336.1K2026-10-08
Alps Advisors Inc
INCREASED32,92230,866+2,056+7%$3.6M$3.3M-$286.3K2026-11-03
Level Four Advisory Services, LLC
INCREASED32,92032,268+652+2%$3.8M$3.3M-$450.3K2026-11-06
Lanark Financial, Inc.
INCREASED32,45532,266+189+1%$3.8M$3.3M-$496.9K2026-10-26
Wedbush Securities Inc
INCREASED31,64629,121+2,525+9%$3.4M$3.2K-$3.4M2026-10-22
Journey Advisory Group, LLC
INCREASED31,48730,447+1,040+3%$3.6M$3.2M-$382.0K2026-11-04
Leavell Investment Management, Inc.
INCREASED31,42830,676+752+2%$3.6M$3.2M-$414.7K2026-11-09
Cincinnati Casualty Co
UNCHANGED31,00031,00000%$3.6M$3.1M-$495.7K2026-11-03
State of Alaska, Department of Revenue
DECREASED30,87031,915-1,045-3%$3.7M$3.1K-$3.7M2026-10-15
Trilogy Capital Inc.
INCREASED30,85129,110+1,741+6%$3.4M$3.1M-$290.0K2026-10-20
Farmers & Merchants Investments Inc
INCREASED30,77530,722+53+0%$3.6M$3.1M-$485.9K2026-10-22
Gamma Investing LLC
INCREASED30,44130,049+392+1%$3.5M$3.1M-$441.0K2026-10-08
apricus wealth, LLC
INCREASED29,49027,695+1,795+6%$3.2M$3.0M-$261.9K2026-10-26
Concurrent Investment Advisors, LLC
DECREASED29,32243,087-13,765-32%$5.0M$3.0M-$2.1M2026-10-16
Mitchell & Pahl Private Wealth, LLC
INCREASED28,67727,716+961+3%$3.2M$2.9M-$346.3K2026-10-14
Regions Financial Corp
DECREASED28,31629,688-1,372-5%$3.5M$2.9M-$613.0K2026-11-05
Lantz Financial LLC
INCREASED26,95026,829+121+0%$3.1M$2.7M-$416.8K2026-10-15
Keybank National Association
DECREASED26,58329,028-2,445-8%$3.4M$2.7M-$710.6K2026-11-04
Associated Banc-Corp
INCREASED26,40826,330+78+0%$3.1M$2.7M-$413.2K2026-10-30
RFG Advisory, LLC
INCREASED26,20924,716+1,493+6%$2.9M$2.6M-$244.8K2026-11-03
MGO One Seven LLC
INCREASED26,19525,099+1,096+4%$2.9M$2.6M-$290.9K2026-10-28
Shakespeare Wealth Management, LLC
UNCHANGED25,87725,87700%$3.0M$2.6M-$413.8K2026-10-28
Jefferies Financial Group Inc.
DECREASED25,56130,920-5,359-17%$3.6M$2.6M-$1.0M2026-11-05
Lido Advisors, LLC
INCREASED25,25121,045+4,206+20%$2.5M$2.5M+$87.4K2026-11-04
Gulf International Bank (UK) Ltd
UNCHANGED24,80224,80200%$2.9M$2.5K-$2.9M2026-10-20
Aware Super Pty Ltd as trustee of Aware Super
NEW23,753—+23,753——$2.4M—2026-10-30
Fulton Bank, N.A.
DECREASED23,67324,135-462-2%$2.8M$2.4M-$432.5K2026-10-14
Nordea Investment Management AB
INCREASED22,83019,889+2,941+15%$2.3M$2.3M-$21.5K2026-11-09
Ascent Group, LLC
DECREASED22,70424,497-1,793-7%$2.9M$2.3M-$572.4K2026-10-30
Great Valley Advisor Group, Inc.
INCREASED22,66521,968+697+3%$2.6M$2.3M-$280.5K2026-11-09
Meyer Handelman Co
UNCHANGED22,55022,55000%$2.6M$2.3M-$360.6K2026-10-28
Stonebridge Financial Group, LLC
INCREASED22,41221,710+702+3%$2.5M$2.3M-$276.5K2026-10-01
Intech Investment Management LLC
DECREASED22,26724,249-1,982-8%$2.8M$2.2M-$587.5K2026-11-09
Penobscot Investment Management Company, Inc.
DECREASED21,89022,422-532-2%$2.6M$2.2M-$412.1K2026-10-26
Inspire Investing, LLC
INCREASED21,31619,029+2,287+12%$2.2M$2.1M-$73.8K2026-10-22
Spirit of America Management Corp
DECREASED21,00021,800-800-4%$2.5M$2.1M-$429.2K2026-10-14
Apollon Financial, LLC
INCREASED20,62620,113+513+3%$2.3M$2.1M-$269.9K2026-10-23
Maryland State Retirement & Pension System
INCREASED20,56517,798+2,767+16%$2.1M$2.1M-$5.7K2026-11-05
GAM Holding AG
DECREASED20,53822,537-1,999-9%$2.6M$2.1M-$561.8K2026-11-03
Parr Mcknight Wealth Management Group, LLC
DECREASED20,42547,114-26,689-57%$5.5M$2.1M-$3.4M2026-10-30
J.W. Cole Advisors, Inc.
INCREASED20,36920,313+56+0%$2.4M$2.1M-$319.1K2026-11-05
Dana Investment Advisors, Inc.
DECREASED20,20621,430-1,224-6%$2.5M$2.0M-$466.0K2026-11-06
Raleigh Capital Management Inc.
INCREASED20,14919,733+416+2%$2.3M$2.0M-$273.6K2026-10-28
Premier Fund Managers Ltd
INCREASED20,00014,000+6,000+43%$1.7K$2.1K+$3942026-11-02
RED Cedar Investment Management, LLC
UNCHANGED19,94619,94600%$2.3M$2.0M-$318.9K2026-11-04
Mesirow Financial Investment Management, Inc.
DECREASED19,85221,861-2,009-9%$2.6M$2.0M-$551.7K2026-11-05
Clearstead Trust, LLC
INCREASED19,61918,600+1,019+5%$2.2M$2.0M-$194.7K2026-11-06
Farther Finance Advisors, LLC
INCREASED19,52215,687+3,835+24%$1.8M$2.0M+$134.4K2026-10-08
Miller Howard Investments Inc
INCREASED19,48419,363+121+1%$2.3M$2.0M-$297.4K2026-10-26
HB Wealth Management, LLC
INCREASED19,25215,275+3,977+26%$1.8M$1.9M+$156.4K2026-10-23
Pathway Financial Advisers, LLC
DECREASED19,05719,402-345-2%$2.3M$1.9M-$344.9K2026-10-27
Oppenheimer & Co Inc
DECREASED18,20120,238-2,037-10%$2.4M$1.8M-$528.9K2026-10-26
Precedent Wealth Partners, LLC
INCREASED18,16114,337+3,824+27%$1.7M$1.8M+$156.1K2026-10-21
Nicholson Wealth Management Group, LLC
DECREASED17,72917,945-216-1%$2.1M$1.8M-$308.7K2026-11-09
Caldwell Trust Co
DECREASED17,66317,931-268-1%$2.1M$1.8M-$313.7K2026-10-30
Security National Bank
INCREASED17,42017,400+20+0%$2.0M$1.8M-$276.2K2026-10-26
Hartford Investment Management Co
DECREASED17,40217,776-374-2%$2.1M$1.8M-$321.9K2026-11-04
Geneos Wealth Management Inc.
INCREASED17,05716,049+1,008+6%$1.9M$1.7M-$155.0K2026-11-09
Thrivent Financial for Lutherans
INCREASED16,95915,472+1,487+10%$1.8M$1.7K-$1.8M2026-11-05
Ethic Inc.
DECREASED16,75917,724-965-5%$2.1M$1.7M-$380.7K2026-11-03
Hantz Financial Services, Inc.
DECREASED16,73419,166-2,432-13%$2.2M$1.7K-$2.2M2026-11-09
AGF Management LTD
DECREASED16,70021,241-4,541-21%$2.5M$1.7M-$797.3K2026-11-03
Greenwood Capital Associates LLC
DECREASED16,37416,843-469-3%$2.0M$1.7M-$316.6K2026-10-27
Bokf, NA
DECREASED16,36217,438-1,076-6%$2.0M$1.6M-$387.3K2026-10-27
KCM Investment Advisors LLC
DECREASED16,25116,627-376-2%$1.9M$1.6M-$303.7K2026-10-27
New Mexico Educational Retirement Board
UNCHANGED16,15316,15300%$1.9M$1.6K-$1.9M2026-11-05
IFP Advisors, Inc
INCREASED16,09914,731+1,368+9%$1.7M$1.6M-$97.7K2026-10-16
First Bank & Trust
INCREASED16,06711,314+4,753+42%$1.3M$1.6M+$298.1K2026-10-19
Louisiana State Employees Retirement System
DECREASED16,00016,600-600-4%$1.9M$1.6M-$325.9K2026-10-20
Crossmark Global Holdings, Inc.
DECREASED15,98016,584-604-4%$1.9M$1.6M-$326.1K2026-10-21
Money Concepts Capital Corp
DECREASED15,75615,764-80%$1.8M$1.6M-$252.9K2026-11-06
Cantor Fitzgerald Investment Advisors L.P.
NEW15,740—+15,740——$1.6M—2026-10-21
Mogy Joel R Investment Counsel Inc
UNCHANGED15,70815,70800%$1.8M$1.6M-$251.2K2026-10-13
Brookstone Capital Management
DECREASED15,26516,792-1,527-9%$2.0M$1.5M-$422.4K2026-10-22
Banque Pictet & CIE SA
NEW15,134—+15,134——$1.5M—2026-10-16
ICW Investment Advisors LLC
DECREASED15,08315,311-228-1%$1.8M$1.5M-$267.7K2026-10-27
Wright Investors Service Inc
NEW14,799—+14,799——$1.5M—2026-11-02
Stablepoint Partners, LLC
INCREASED14,76514,345+420+3%$1.7M$1.5M-$187.0K2026-11-03
Nations Financial Group Inc,
INCREASED14,73514,585+150+1%$1.7M$1.5M-$218.1K2026-11-05
BKM Wealth Management, LLC
INCREASED14,71013,507+1,203+9%$1.6M$1.5M-$94.7K2026-10-22
Landaas & Co
INCREASED14,64713,903+744+5%$1.6M$1.5M-$147.3K2026-10-29
Matrix Trust Co
UNCHANGED14,62114,62100%$1.7K$1.5K-$2332026-10-07
BI Asset Management Fondsmaeglerselskab A/S
DECREASED14,58675,093-60,507-81%$8.8M$1.5K-$8.8M2026-10-22
Verdence Capital Advisors LLC
INCREASED14,58314,573+10+0%$1.7M$1.5M-$232.0K2026-10-26
Richard C. Young & Co., Ltd.
INCREASED14,41414,338+76+1%$1.7M$1.5M-$221.6K2026-11-04
Citizens Financial Group Inc
INCREASED14,28412,703+1,581+12%$1.5M$1.4M-$43.7K2026-10-23
LVW Advisors, LLC
DECREASED14,22714,446-219-2%$1.7M$1.4M-$253.2K2026-10-19
American Capital Advisory, LLC
INCREASED14,13222+14,110+64136%$2.6K$1.4M+$1.4M2026-10-28
Fiduciary Alliance LLC
DECREASED13,43013,550-120-1%$1.6M$1.4M-$228.8K2026-10-13
Diversified Enterprises, LLC
INCREASED13,39413,220+174+1%$1.5M$1.3M-$193.8K2026-10-19
MSH Capital Advisors LLC
DECREASED13,14213,292-150-1%$1.6M$1.3M-$227.7K2026-11-03
Argonautica Private Wealth Management, Inc
NEW12,803—+12,803——$1.3M—2026-11-02
Apollon Wealth Management, LLC
DECREASED12,74215,046-2,304-15%$1.8M$1.3M-$472.7K2026-10-23
IAG Wealth Partners, LLC
INCREASED12,64012,638+2+0%$1.5M$1.3M-$201.8K2026-11-06
Univest Financial Corp
DECREASED12,57913,746-1,167-8%$1.6M$1.3M-$337.4K2026-11-05
Clearstead Advisors, LLC
INCREASED12,30910,459+1,850+18%$1.2M$1.2M+$18.9K2026-11-06
Conning Inc.
UNCHANGED12,26412,26400%$1.4M$1.2M-$196.1K2026-10-27
Sigma Planning Corp
INCREASED12,09812,070+28+0%$1.4M$1.2M-$190.1K2026-10-23
Marks Group Wealth Management, Inc
DECREASED11,84016,439-4,599-28%$1.9M$1.2M-$726.3K2026-11-05
Valmark Advisers, Inc.
INCREASED11,81210,868+944+9%$1.3M$1.2M-$78.6K2026-11-06
Enhancing Capital LLC
UNCHANGED11,70611,70600%$1.4M$1.2M-$187.2K2026-10-26
Welch & Forbes LLC
UNCHANGED11,64811,64800%$1.4M$1.2M-$186.3K2026-11-04
Cornell Pochily Investment Advisors, Inc.
DECREASED11,61812,167-549-5%$1.4M$1.2M-$249.9K2026-10-19
McGlone Suttner Wealth Management, Inc.
DECREASED11,58211,653-71-1%$1.4M$1.2M-$193.5K2026-10-13
Hummer Financial Advisory Services Inc
DECREASED11,54411,622-78-1%$1.4M$1.2M-$193.7K2026-10-09
Venture Visionary Partners LLC
INCREASED11,38310,831+552+5%$1.3M$1.1M-$117.6K2026-10-07
Charter Capital Management, Llc\de
INCREASED11,05411,037+17+0%$1.3M$1.1M-$174.8K2026-10-28
Tokio Marine Asset Management Co LTD
INCREASED11,00010,658+342+3%$1.2M$1.1M-$136.0K2026-10-26
RIA Advisory Group LLC
INCREASED10,90210,788+114+1%$1.3M$1.1M-$161.1K2026-10-15
Legacy Private Trust Co.
UNCHANGED10,68410,68400%$1.2M$1.1M-$170.8K2026-10-06
HighPoint Advisor Group LLC
DECREASED10,66611,288-622-6%$1.3M$1.1M-$243.1K2026-11-09
Turning Point Benefit Group, Inc.
INCREASED10,6119,682+929+10%$1.1M$1.1M-$50.3K2026-10-28
Fourpath Capital Management, LLC
DECREASED10,41410,615-201-2%$1.2M$1.0M-$190.0K2026-10-19
PFW Advisors LLC
DECREASED10,36510,389-240%$1.2M$1.0M-$168.5K2026-10-07
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
NEW9,997—+9,997——$1.0M—2026-10-22
North Dakota State Investment Board
INCREASED9,9849,681+303+3%$1.1M$1.0M-$124.3K2026-10-27
Steph & Co
UNCHANGED9,9819,98100%$1.2M$1.0M-$159.6K2026-10-07
Wilmington Savings Fund Society, FSB
UNCHANGED9,9739,97300%$1.2M$1.0M-$159.5K2026-10-23
Patriot Financial Group Insurance Agency, LLC
INCREASED9,9519,188+763+8%$1.1M$1.0M-$70.0K2026-10-14
Birch Financial Group, LLC
INCREASED9,7999,704+95+1%$1.1M$987.5K-$145.6K2026-10-27
Sterling Capital Management LLC
DECREASED9,79542,963-33,168-77%$5.0M$987.1K-$4.0M2026-10-22
Portfolio Design Labs, LLC
INCREASED9,7869,666+120+1%$1.1M$986.3K-$142.4K2026-11-04
Profund Advisors LLC
DECREASED9,77110,199-428-4%$1.2M$984.7K-$206.2K2026-10-29
Blue Trust, Inc.
DECREASED9,72810,717-989-9%$1.3M$980.3K-$271.1K2026-10-15
Wealth Architects, LLC
DECREASED9,7239,733-100%$1.1M$979.9K-$156.6K2026-11-03
American State Bank (Iowa)
INCREASED9,6849,584+100+1%$1.1M$976.0K-$143.2K2026-11-03
Alliance Wealth Advisors, LLC
DECREASED9,52010,984-1,464-13%$1.3M$959.5K-$323.0K2026-10-28
Carnegie Investment Counsel
INCREASED9,5188,301+1,217+15%$969.3K$959.2K-$10.1K2026-10-20
Chicago Capital, LLC
INCREASED9,4848,404+1,080+13%$981.3K$955.8K-$25.5K2026-10-13
West Family Investments, Inc.
INCREASED9,3663,864+5,502+142%$451.2K$943.9K+$492.7K2026-11-09
Trueblood Wealth Management, LLC
DECREASED9,3609,620-260-3%$1.1M$943.3K-$180.0K2026-10-23
Bank & Trust Co
DECREASED9,2729,365-93-1%$1.1M$934.4K-$159.1K2026-10-07
Exchange Traded Concepts, LLC
INCREASED9,2337,715+1,518+20%$900.9K$930.5K+$29.6K2026-10-28
Hendershot Investments Inc.
UNCHANGED9,2189,21800%$1.1M$929.0K-$147.4K2026-11-05
Schaper Benz & Wise Investment Counsel Inc
INCREASED9,1864,718+4,468+95%$550.9K$925.7K+$374.9K2026-10-09
Parsons Capital Management Inc
DECREASED9,15512,777-3,622-28%$1.5M$922.7K-$569.3K2026-10-28
Forvis Mazars Wealth Advisors, LLC
INCREASED9,1078,939+168+2%$1.0M$917.8K-$126.0K2026-10-13
Schmidt P J Investment Management Inc
INCREASED8,9768,748+228+3%$1.0M$904.6K-$116.9K2026-11-02
Plus Group Wealth Advisors LLC
INCREASED8,9648,963+1+0%$1.0M$903.3K-$143.3K2026-10-19
Sierra Summit Advisors LLC
INCREASED8,9368,713+223+3%$1.0M$900.6K-$116.8K2026-10-28
Triangle Securities Wealth Management
INCREASED8,9347,739+1,195+15%$903.7K$900.3K-$3.3K2026-10-14
Aaron Wealth Advisors LLC
INCREASED8,8315,326+3,505+66%$621.9K$890.0K+$268.1K2026-10-13
Commerce Advisors, LLC
DECREASED8,6938,790-97-1%$1.0M$876.1K-$150.3K2026-10-19
Choreo, LLC
INCREASED8,6418,184+457+6%$955.7K$870.9K-$84.7K2026-10-28
Securian Asset Management, Inc
DECREASED8,5018,671-170-2%$982.9K$856.7K-$126.1K2026-11-06
ABC Arbitrage SA
INCREASED8,4875,289+3,198+60%$617.6K$855.3K+$237.7K2026-10-23
Montag A & Associates Inc
INCREASED8,4868,414+72+1%$982.5K$855.2K-$127.3K2026-10-29
Portside Wealth Group, LLC
DECREASED8,3098,499-190-2%$992.4K$837.4K-$155.0K2026-10-20
Searle & Co.
UNCHANGED8,2008,20000%$957.5K$826.4K-$131.1K2026-11-04
ProVise Management Group, LLC
INCREASED8,1427,730+412+5%$902.6K$820.6K-$82.1K2026-11-06
Saxony Capital Management, LLC
NEW8,096—+8,096——$815.9K—2026-10-15
Intrua Financial, LLC
DECREASED7,9558,518-563-7%$994.6K$801.7K-$192.9K2026-10-28
Winch Advisory Services, LLC
INCREASED7,9287,858+70+1%$917.6K$799.0K-$118.6K2026-11-06
Axxcess Wealth Management, LLC
DECREASED7,80510,703-2,898-27%$1.2M$786.6K-$463.2K2026-10-21
Edgestream Partners, L.P.
NEW7,702—+7,702——$776.2K—2026-11-10
Norden Group LLC
DECREASED7,5628,780-1,218-14%$1.0M$762.1K-$263.0K2026-10-20
Clifford Swan Investment Counsel LLC
UNCHANGED7,5547,55400%$882.1K$761.3K-$120.8K2026-11-05
Romano Brothers and Company
UNCHANGED7,4997,49900%$875.7K$755.7K-$119.9K2026-10-22
Obermeyer Wealth Partners
DECREASED7,4867,497-110%$875.4K$754.4K-$121.0K2026-10-21
Canada Post Corp Registered Pension Plan
UNCHANGED7,4527,45200%$870.2K$764.4K-$105.7K2026-11-09
Chicago Partners Investment Group LLC
INCREASED7,4084,425+2,983+67%$507.6K$823.0K+$315.4K2026-10-27
Revisor Wealth Management LLC
DECREASED7,3717,689-318-4%$897.8K$772.2K-$125.7K2026-10-20
Ascentis Independent Advisors
NEW7,328—+7,328——$738.5K—2026-11-03
North Star Investment Management Corp.
INCREASED7,3167,293+23+0%$851.6K$737.3K-$114.3K2026-10-27
Integrated Advisors Network LLC
DECREASED7,0777,166-89-1%$836.7K$713.2K-$123.5K2026-10-20
Greenleaf Trust
DECREASED6,9468,036-1,090-14%$938.4K$700.0K-$238.3K2026-10-29
Signaturefd, LLC
INCREASED6,9366,016+920+15%$702.5K$699.0K-$3.5K2026-10-23
First United Bank & Trust
DECREASED6,9127,280-368-5%$850.1K$696.6K-$153.5K2026-10-22
Wesbanco Bank Inc
DECREASED6,8846,984-100-1%$815.5K$693.8K-$121.8K2026-11-04
Beverly Hills Private Wealth, LLC
INCREASED6,8385,294+1,544+29%$618.2K$689.1K+$70.9K2026-11-04
Beaton Management Co. Inc.
DECREASED6,6887,088-400-6%$828.0K$674-$827.3K2026-11-09
Centennial Wealth Advisory LLC
INCREASED6,6396,188+451+7%$722.8K$669.2K-$53.6K2026-10-16
Richmond Investment Services, LLC
INCREASED6,6246,382+242+4%$745.2K$667.6K-$77.6K2026-10-29
Krilogy Financial LLC
INCREASED6,5054,033+2,472+61%$470.9K$682.4K+$211.5K2026-10-13
Burling Wealth Partners, LLC
DECREASED6,4766,859-383-6%$800.9K$652.7K-$148.3K2026-11-09
Focus Financial Network, Inc.
INCREASED6,4636,287+176+3%$734.1K$651.4K-$82.8K2026-10-14
Danske Bank A/S
DECREASED6,45915,721-9,262-59%$1.8M$650.9K-$1.2M2026-11-09
Ti-Trust, Inc
INCREASED6,4566,430+26+0%$750.8K$650.6K-$100.2K2026-10-21
Private Trust Co NA
INCREASED6,4336,359+74+1%$742.5K$648.3K-$94.3K2026-10-20
UMB Bank, n.a.
DECREASED6,3516,697-346-5%$782.0K$640.1K-$142.0K2026-11-06
Simplex Trading, LLC
INCREASED6,3342,165+4,169+193%$252.8K$638.3K+$385.5K2026-11-04
Sagespring Wealth Partners, LLC
DECREASED6,2766,868-592-9%$802.0K$632.5K-$169.5K2026-10-22
NorthCrest Asset Manangement, LLC
NEW6,245—+6,245——$647.0K—2026-10-13
V-Square Quantitative Management LLC
INCREASED6,2455,597+648+12%$653.6K$629.4K-$24.2K2026-10-15
Diversified Trust Co
DECREASED6,1856,444-259-4%$752.5K$623.3K-$129.1K2026-11-06
Bridges Investment Management Inc
UNCHANGED6,1376,13700%$716.6K$618.5K-$98.1K2026-11-10
Cerro Pacific Wealth Advisors LLC
INCREASED6,0996,085+14+0%$710.6K$614.7K-$95.9K2026-10-22
Chicago Trust Co NA
DECREASED6,0747,154-1,080-15%$835.4K$612.1K-$223.2K2026-10-28
Daymark Wealth Partners, LLC
INCREASED6,0555,021+1,034+21%$586.3K$610.2K+$23.9K2026-11-04
Advisors Management Group Inc
INCREASED6,0446,024+20+0%$703.0K$609-$702.4K2026-11-05
Trust Co of Toledo NA
DECREASED6,0256,246-221-4%$729.3K$607.2K-$122.1K2026-10-16
SYM Financial Corp
INCREASED6,0205,409+611+11%$631.6K$606.7K-$24.9K2026-10-26
CWS Financial Advisors, LLC
DECREASED5,8737,054-1,181-17%$823.6K$591.9K-$231.8K2026-10-16
Park Place Capital Corp
DECREASED5,8506,125-275-4%$715.2K$589.6K-$125.7K2026-11-09
Prime Capital Investment Advisors, LLC
INCREASED5,8145,751+63+1%$671.6K$585.9K-$85.6K2026-10-20
Compound Planning, Inc.
DECREASED5,8025,997-195-3%$700.2K$584.7K-$115.5K2026-11-09
Tema Etfs LLC
INCREASED5,7445,657+87+2%$660.6K$578.9K-$81.7K2026-10-16
Avantax Planning Partners, Inc.
INCREASED5,7295,667+62+1%$661.7K$577.4K-$84.4K2026-11-03
Parallel Advisors, LLC
INCREASED5,7105,497+213+4%$642.0K$575.4K-$66.6K2026-11-03
Blossom Wealth Management
INCREASED5,5915,171+420+8%$603.8K$563.5K-$40.4K2026-11-03
Central Trust Co
DECREASED5,5786,104-526-9%$712.8K$562.2K-$150.6K2026-11-05
Caitong International Asset Management Co., Ltd
INCREASED5,5552,139+3,416+160%$249.8K$559.8K+$310.1K2026-10-29
City State Bank
UNCHANGED5,4925,49200%$641.3K$553.5K-$87.8K2026-10-20
Segment Wealth Management, LLC
INCREASED5,4375,401+36+1%$630.7K$547.9K-$82.7K2026-10-26
Kesler, Norman & Wride, LLC
DECREASED5,3725,715-343-6%$667.3K$541.4K-$125.9K2026-11-06
Elyxium Wealth, LLC
DECREASED5,3215,663-342-6%$661.3K$536.2K-$125.1K2026-10-27
Perigon Wealth Management, LLC
DECREASED5,2705,619-349-6%$656.1K$531.1K-$125.0K2026-10-22
HBK Sorce Advisory LLC
INCREASED5,2535,145+108+2%$557.0K$621.6K+$64.5K2026-11-06
Eastern Bank
INCREASED5,2305,197+33+1%$606.9K$527.1K-$79.8K2026-10-05
Indivisible Partners
INCREASED5,2154,938+277+6%$576.6K$525.6K-$51.0K2026-10-26
Master's Wealth Management Inc.
INCREASED5,1545,134+20+0%$599.5K$519.4K-$80.1K2026-10-22
Fifth Third Wealth Advisors LLC
DECREASED5,1045,212-108-2%$608.6K$514.4K-$94.2K2026-10-22
Diversify Wealth Management, LLC
INCREASED5,0764,978+98+2%$566.6K$538.3K-$28.4K2026-10-20
Diversify Advisory Services, LLC
INCREASED5,0764,978+98+2%$566.6K$538.3K-$28.4K2026-10-20
TD Waterhouse Canada Inc.
DECREASED4,98713,287-8,300-62%$1.5M$507.4K-$1.0M2026-10-16
Journey Retirement Planning & Investment Management LLC
DECREASED4,9565,817-861-15%$679.2K$499.6K-$179.6K2026-10-09
MPS Loria Financial Planners, LLC
INCREASED4,9544,922+32+1%$574.7K$499.3K-$75.4K2026-10-14
Coldstream Capital Management Inc
DECREASED4,9165,916-1,000-17%$690.8K$495.5K-$195.3K2026-11-09
Certuity, LLC
INCREASED4,9063,225+1,681+52%$376.6K$494.4K+$117.8K2026-11-02
Partnership Wealth Management, LLC
UNCHANGED4,9004,90000%$572.2K$493.8K-$78.4K2026-10-05
Moisand Fitzgerald Tamayo, LLC
UNCHANGED4,8934,89300%$571.3K$493.1K-$78.2K2026-10-15
Florida Trust Wealth Management Co
INCREASED4,8654,590+275+6%$536.0K$490.3K-$45.7K2026-11-05
Kingdom Financial Group Llc.
DECREASED4,8625,183-321-6%$605.2K$490.0K-$115.1K2026-11-04
Tsfg, LLC
DECREASED4,8495,205-356-7%$608.0K$489-$607.5K2026-10-23
Mill Capital Management, LLC
UNCHANGED4,8244,82400%$563.3K$486.2K-$77.1K2026-10-26
Integrity Alliance, Llc.
INCREASED4,8184,715+103+2%$550.7K$485.6K-$65.0K2026-10-29
Badgley Phelps Wealth Managers, LLC
UNCHANGED4,7924,79200%$559.6K$482.9K-$76.6K2026-10-22
Wedmont Private Capital
INCREASED4,7423,911+831+21%$449.6K$491.3K+$41.7K2026-10-09
ARS Wealth Advisors Group, LLC
DECREASED4,7255,675-950-17%$662.7K$476.2K-$186.5K2026-10-16
Csenge Advisory Group
INCREASED4,7034,517+186+4%$527.4K$473.9K-$53.5K2026-11-04
Skba Capital Management LLC
UNCHANGED4,6654,66500%$544.7K$470.1K-$74.6K2026-11-09
Brighton Jones LLC
INCREASED4,6473,685+962+26%$430.3K$468.3K+$38.0K2026-11-03
West Paces Advisors Inc.
DECREASED4,5524,569-170%$533.6K$458.8K-$74.8K2026-10-13
CWA Asset Management Group, LLC
DECREASED4,5454,650-105-2%$543.0K$458.0K-$84.9K2026-10-19
Simplicity Wealth,LLC
DECREASED4,5364,724-188-4%$551.6K$457.2K-$94.4K2026-10-23
Gibbs Wealth Management
DECREASED4,5324,670-138-3%$545.3K$456.7K-$88.6K2026-10-22
Brown Miller Wealth Management, LLC
UNCHANGED4,5284,52800%$528.7K$456.3K-$72.4K2026-11-02
Hudock, Inc.
UNCHANGED4,5134,51300%$527.1K$454.9K-$72.2K2026-10-14
Financial Advisory Partners, LLC
DECREASED4,4774,507-30-1%$526.3K$451.2K-$75.1K2026-10-23
Chesley Taft & Associates LLC
DECREASED4,4584,460-20%$520.8K$449.3K-$71.5K2026-10-13
Vontobel Holding Ltd.
DECREASED4,3704,435-65-1%$517.9K$440.4K-$77.5K2026-10-16
HUB Investment Partners, LLC
INCREASED4,3293,308+1,021+31%$386.3K$436.3K+$50.0K2026-11-03
StoneX Group Inc.
INCREASED4,2982,844+1,454+51%$333.3K$450.3K+$117.0K2026-11-03
Paragon Private Wealth Management, LLC
DECREASED4,2965,131-835-16%$599.1K$433.0K-$166.2K2026-10-20
Certior Financial Group, LLC
INCREASED4,2954,286+9+0%$500.5K$432.9K-$67.6K2026-10-19
Marble Harbor Investment Counsel, LLC
DECREASED4,2934,368-75-2%$510.1K$432.6K-$77.4K2026-11-06
Highland Investment Advisors LLC
INCREASED4,2584,255+3+0%$496.8K$429.1K-$67.7K2026-11-09
Redmond Asset Management, LLC
UNCHANGED4,2504,25000%$496.3K$428.3K-$68.0K2026-10-27
Duncker Streett & Co Inc
UNCHANGED4,2354,23500%$494.5K$426.8K-$67.7K2026-10-27
Creative Financial Designs Inc
INCREASED4,2271,643+2,584+157%$191.9K$426.0K+$234.1K2026-11-04
Robertson Stephens Wealth Management, LLC
INCREASED4,2194,160+59+1%$485.8K$425.2K-$60.6K2026-10-16
Bullock Wealth Management Group
INCREASED4,2074,146+61+1%$481.8K$428.0K-$53.8K2026-10-09
Thrive Wealth Management, LLC
DECREASED4,2014,326-125-3%$505.2K$423.3K-$81.9K2026-10-13
Carret Asset Management, LLC
UNCHANGED4,2004,20000%$490.4K$423.3K-$67.2K2026-11-04
Old Second National Bank of Aurora
UNCHANGED4,1964,19600%$490.0K$422.9K-$67.1K2026-10-22
71 West Capital Partners
INCREASED4,1124,066+46+1%$474.8K$414.4K-$60.4K2026-11-04
Code Waechter LLC
INCREASED4,1102,999+1,111+37%$350.2K$414.2K+$64.0K2026-10-23
Midwest Trust Co
DECREASED4,0654,544-479-11%$530.6K$409.7K-$120.9K2026-10-22
Moors & Cabot, Inc.
INCREASED4,0633,980+83+2%$464.8K$409.5K-$55.3K2026-11-06
Praxis Investment Management Inc
UNCHANGED4,0504,05000%$473.0K$408-$472.6K2026-11-03
PUREfi Wealth, LLC
DECREASED4,0484,252-204-5%$496.5K$408.0K-$88.5K2026-10-19
Mission Wealth Management, LP
DECREASED4,0345,337-1,303-24%$623.2K$406.5K-$216.7K2026-10-15
OpenArc Corporate Advisory, LLC
DECREASED3,9354,057-122-3%$473.7K$396.6K-$77.2K2026-10-21
International Private Wealth Advisors LLC
DECREASED3,9303,986-56-1%$465.5K$396.1K-$69.4K2026-11-05
Cache Advisors, LLC
NEW3,915—+3,915——$394.6K—2026-10-16
TBH Global Asset Management, LLC
DECREASED3,9015,867-1,966-34%$685.0K$393.2K-$291.9K2026-11-03
Monument Capital Management
DECREASED3,8835,572-1,689-30%$650.6K$391.3K-$259.3K2026-10-09
Argent Trust Co
INCREASED3,8683,396+472+14%$396.6K$389.8K-$6.7K2026-11-09
Asset One Wealth Management LLC
INCREASED3,8651,956+1,909+98%$221.0K$389.5K+$168.5K2026-11-02
B. Riley Wealth Advisors, Inc.
INCREASED3,8612,824+1,037+37%$334.5K$389.2K+$54.6K2026-10-13
Fortis Group Advisors, LLC
UNCHANGED3,8193,81900%$445.9K$384.9K-$61.1K2026-11-06
Brandywine OAK Private Wealth LLC
INCREASED3,8103,791+19+1%$442.7K$384.0K-$58.7K2026-10-23
Impact Partnership Wealth, LLC
INCREASED3,8033,802+1+0%$444.0K$383.2K-$60.8K2026-11-09
Appleton Partners Inc
UNCHANGED3,7823,78200%$442.0K$381-$441.6K2026-10-30
Legacy Capital Wealth Partners, LLC
INCREASED3,7773,745+32+1%$437.3K$380.7K-$56.7K2026-10-21
AlphaStar Capital Management, LLC
DECREASED3,7753,841-66-2%$448.5K$380.5K-$68.0K2026-10-16
Moody Lynn Lieberson & Walker, LLC
DECREASED3,7634,032-269-7%$470.8K$379.2K-$91.6K2026-10-14
Nilsine Partners, LLC
INCREASED3,7613,619+142+4%$422.6K$379.0K-$43.6K2026-11-02
Glenview Trust Co
INCREASED3,7393,580+159+4%$418.0K$376.8K-$41.2K2026-10-28
ZWJ Investment Counsel Inc
DECREASED3,7083,739-31-1%$436.6K$373.7K-$62.9K2026-10-15
Stokes Capital Advisors, LLC
INCREASED3,7002,684+1,016+38%$313.4K$372.9K+$59.5K2026-10-09
Buska Wealth Management, LLC
UNCHANGED3,7003,70000%$432.0K$372.9K-$59.2K2026-10-08
Baker Avenue Asset Management, LP
NEW3,677—+3,677——$370.6K—2026-11-06
Carl P. Sherr & Co., LLC
DECREASED3,6514,186-535-13%$488.8K$367.9K-$120.9K2026-11-06
Keudell ison Wealth Management
DECREASED3,6143,781-167-4%$441.5K$364.2K-$77.3K2026-10-16
Smithfield Trust Co
DECREASED3,6063,806-200-5%$443.0K$363-$442.6K2026-11-09
AdvisorNet Financial, Inc
DECREASED3,5783,755-177-5%$438.5K$381.9K-$56.6K2026-10-15
Advisor OS, LLC
DECREASED3,5714,521-950-21%$527.9K$359.9K-$168.0K2026-11-03
M Holdings Securities, Inc.
NEW3,555—+3,555——$390—2026-11-03
Strategy Asset Managers LLC
INCREASED3,5463,408+138+4%$397.9K$357.3K-$40.6K2026-10-14
Oarsman Capital, Inc.
UNCHANGED3,5453,54500%$414.0K$357.3K-$56.7K2026-11-05
RDA Financial Network
DECREASED3,5393,540-10%$413.4K$356.7K-$56.7K2026-10-15
Avaii Wealth Management, LLC
DECREASED3,5083,523-150%$411.3K$356.4K-$54.9K2026-10-09
Reynders McVeigh Capital Management, LLC
DECREASED3,4543,455-10%$403.0K$348.1K-$54.9K2026-10-30
Candriam S.C.A.
UNCHANGED3,4523,45200%$402.7K$349.2K-$53.5K2026-11-03
Asahi Life Asset Management Co., Ltd.
INCREASED3,4311,850+1,581+85%$216.0K$345.8K+$129.8K2026-11-06
Dynamic Advisor Solutions LLC
DECREASED3,4313,457-26-1%$403.6K$345.7K-$57.9K2026-10-13
PFG Advisors
UNCHANGED3,4243,42400%$399.9K$345.1K-$54.7K2026-10-16
Tenet Wealth Partners, LLC
INCREASED3,3743,363+11+0%$382.8K$340.0K-$42.7K2026-10-19
Patrick M Sweeney & Associates, Inc
INCREASED3,3723,371+1+0%$393.7K$339.9K-$53.8K2026-10-22
Parkside Financial Bank & Trust
INCREASED3,3653,335+30+1%$389.4K$339.1K-$50.3K2026-10-27
Bingham Private Wealth, LLC
INCREASED3,3603,308+52+2%$386.3K$338.6K-$47.7K2026-11-05
Ariston Services Group
UNCHANGED3,3513,35100%$391.3K$337.7K-$53.6K2026-10-16
Loudon Investment Management, LLC
UNCHANGED3,3503,35000%$391.2K$337.6K-$53.6K2026-11-06
Maple Capital Management, Inc.
UNCHANGED3,3473,34700%$390.8K$337.3K-$53.5K2026-11-02
Avidian Wealth Enterprises, LLC
INCREASED3,3362,335+1,001+43%$272.7K$336.2K+$63.5K2026-10-08
Larson Financial Group LLC
INCREASED3,3272,153+1,174+55%$251.5K$335.3K+$83.8K2026-11-05
Greenfield Savings Bank
DECREASED3,3273,427-100-3%$400.2K$335.3K-$64.9K2026-10-07
Guinness Asset Management LTD
INCREASED3,3032,766+537+19%$323.0K$332.9K+$9.9K2026-11-05
Valeo Financial Advisors, LLC
INCREASED3,2952,877+418+15%$335.9K$332.1K-$3.8K2026-10-08
Gryphon Financial Partners LLC
INCREASED3,2893,237+52+2%$378.0K$331.5K-$46.5K2026-11-04
Crestwood Advisors Group, LLC
INCREASED3,2783,227+51+2%$376.8K$330.4K-$46.5K2026-10-27
Insight Wealth Strategies, LLC
INCREASED3,2673,218+49+2%$374.0K$329.3K-$44.7K2026-10-09
Valtinson Bruner Financial Planning LLC
INCREASED3,2603,255+5+0%$380.1K$328.5K-$51.6K2026-11-02
Curated Wealth Partners LLC
NEW3,172—+3,172——$319.7K—2026-10-15
Quadrant Capital Group LLC
DECREASED3,1423,284-142-4%$383.5K$332.6K-$50.8K2026-10-20
Cypress Wealth Services, LLC
DECREASED3,1043,125-21-1%$364.9K$320.3K-$44.6K2026-10-21
Dahring | Cusmano LLC
INCREASED3,0843,056+28+1%$356.9K$310.8K-$46.1K2026-11-03
Livet Wealth, LLC
DECREASED3,0713,283-212-6%$383.4K$309.5K-$73.9K2026-10-27
Roberts Financial Services LLC
UNCHANGED3,0593,05900%$357.2K$308.3K-$48.9K2026-10-23
Cigna Investments Inc
INCREASED3,0462,979+67+2%$348.0K$307-$347.7K2026-10-19
Frank, Rimerman Advisors LLC
DECREASED3,0343,507-473-13%$409.5K$305.8K-$103.7K2026-10-16
Jacobi Capital Management LLC
INCREASED3,0212,998+23+1%$350.0K$304.5K-$45.6K2026-11-05
EverSource Wealth Advisors, LLC
DECREASED3,0203,434-414-12%$401.0K$304.4K-$96.6K2026-11-04
Walkner Condon Financial Advisors LLC
DECREASED3,0133,185-172-5%$371.9K$303.7K-$68.3K2026-11-02
Ritholtz Wealth Management
DECREASED3,0124,203-1,191-28%$490.8K$303.6K-$187.2K2026-11-05
Bank of Stockton
UNCHANGED2,9822,98200%$348.2K$300.5K-$47.7K2026-10-20
Defined Wealth Management, LLC
DECREASED2,9752,988-130%$348.9K$299.8K-$49.1K2026-10-19
Principle Wealth Partners LLC
INCREASED2,9662,895+71+2%$338.0K$298.9K-$39.1K2026-11-02
Trust Point Inc.
INCREASED2,9522,418+534+22%$282.3K$297.5K+$15.2K2026-10-27
Compass Financial Group, Inc
UNCHANGED2,9382,93800%$343.1K$296.1K-$47.0K2026-10-13
Sovereign Investment Advisors, LLC
UNCHANGED2,9372,93700%$343.0K$296.0K-$47.0K2026-11-09
Folger Nolan Fleming Douglas Capital Management, Inc
UNCHANGED2,9312,93100%$342.3K$295.4K-$46.9K2026-10-13
Evergreen Capital Management LLC
INCREASED2,9302,797+133+5%$326.6K$295.3K-$31.3K2026-10-23
Hilton Head Capital Partners, LLC
INCREASED2,87613+2,863+22023%$1.5K$289.8K+$288.3K2026-10-23
FSM Wealth Advisors, LLC
DECREASED2,8752,885-100%$336.9K$297.9K-$39.0K2026-10-27
Laurel OAK Wealth Management, LLC
INCREASED2,8642,808+56+2%$327.9K$288.6K-$39.3K2026-10-19
International Assets Investment Management, LLC
INCREASED2,8542,616+238+9%$304.0K$290.3K-$13.7K2026-11-02
truNorth Financial Services, Inc.
UNCHANGED2,8422,84200%$331.9K$286.4K-$45.4K2026-11-06
Lmcg Investments, LLC
INCREASED2,8412,245+596+27%$262.1K$286.3K+$24.2K2026-10-21
DSG Capital Advisors, LLC
UNCHANGED2,8272,82700%$325.2K$284.9K-$40.3K2026-11-05
MBE Wealth Management, LLC
UNCHANGED2,7932,79300%$326.2K$281.5K-$44.7K2026-10-26
Lodestone Wealth Management LLC
UNCHANGED2,7872,78700%$325.4K$280.9K-$44.6K2026-10-14
CX Institutional
INCREASED2,7862,599+187+7%$303$281-$222026-10-02
Capital Asset Advisory Services LLC
INCREASED2,7752,696+79+3%$314.8K$311.2K-$3.6K2026-10-30
Norris Perne & French LLP
DECREASED2,7713,281-510-16%$383.1K$279.3K-$103.9K2026-10-23
Alhambra Investment Management LLC
UNCHANGED2,7682,76800%$323.3K$279.0K-$44.3K2026-10-15
Mccarter Private Wealth Services LLC
UNCHANGED2,7652,76500%$322.9K$278.7K-$44.2K2026-10-22
Kohmann Bosshard Financial Services, LLC
UNCHANGED2,7452,74500%$320.5K$276.6K-$43.9K2026-11-04
Keystone Financial Group, Inc.
INCREASED2,7102,432+278+11%$283.9K$273.2K-$10.8K2026-10-13
Pekin Hardy Strauss, Inc.
UNCHANGED2,7012,70100%$315.4K$272.2K-$43.2K2026-11-02
Live Oak Private Wealth LLC
UNCHANGED2,6922,69200%$314.3K$271.3K-$43.0K2026-11-02
LS Investment Advisors, LLC
DECREASED2,6853,000-315-10%$350.3K$270.6K-$79.7K2026-10-13
Hurlow Wealth Management Group, Inc.
UNCHANGED2,6842,68400%$313.4K$270.5K-$42.9K2026-10-29
CFS Investment Advisory Services, LLC
DECREASED2,6552,706-51-2%$321.6K$274.0K-$47.6K2026-10-19
Ironwood Investment Counsel, LLC
UNCHANGED2,6542,65400%$309.9K$267.5K-$42.4K2026-11-10
Integris Wealth Management, LLC
UNCHANGED2,6382,63800%$308.0K$265.9K-$42.2K2026-10-14
Connecticut Capital Management Group, LLC
INCREASED2,6362,634+2+0%$307.6K$265.7K-$41.9K2026-10-29
Bailard, Inc.
UNCHANGED2,6342,63400%$307.6K$265.5K-$42.1K2026-10-13
MTM Investment Management, LLC
UNCHANGED2,6102,61000%$304.8K$263.0K-$41.7K2026-10-30
Heritage Family Offices, LLP
DECREASED2,6086,852-4,244-62%$800.1K$262.8K-$537.3K2026-11-02
Capital Investment Services of America, Inc.
UNCHANGED2,5862,58600%$302.0K$260.6K-$41.4K2026-11-02
John G Ullman & Associates Inc
DECREASED2,5502,566-16-1%$299.6K$257.0K-$42.6K2026-11-04
Providence Wealth Advisors, LLC
INCREASED2,5502,549+1+0%$299.5K$259.1K-$40.4K2026-10-29
Kingsbury Capital Investment Advisors LLC
DECREASED2,5432,563-20-1%$299.2K$256.2K-$43.0K2026-10-20
Sprott Inc.
UNCHANGED2,5402,54000%$296.6K$256.0K-$40.6K2026-11-09
Nwam LLC
DECREASED2,5232,544-21-1%$297.0K$254.2K-$42.8K2026-11-09
VestGen Advisors, LLC
INCREASED2,5092,265+244+11%$264.5K$252.8K-$11.7K2026-10-27
Capital Investment Advisors, LLC
DECREASED2,4992,553-54-2%$298.1K$251.8K-$46.3K2026-10-22
Walsh & Associates, LLC
UNCHANGED2,4842,48400%$290.1K$250.3K-$39.7K2026-11-09
Pinnacle West Asset Management, Inc.
DECREASED2,4702,520-50-2%$294.0K$249-$293.8K2026-11-09
Beese Fulmer Investment Management, Inc.
INCREASED2,4591,901+558+29%$222.0K$247.8K+$25.8K2026-10-23
Resonant Capital Advisors, LLC
INCREASED2,4062,039+367+18%$238.1K$242.5K+$4.4K2026-10-15
Dala Group, LLC
UNCHANGED2,3982,39800%$280.0K$241.7K-$38.3K2026-10-29
Baker Ellis Asset Management LLC
UNCHANGED2,3722,37200%$277.0K$239.1K-$37.9K2026-10-14
Midwest Professional Planners, Ltd.
DECREASED2,3642,457-93-4%$286.9K$238.2K-$48.7K2026-10-29
Optas, LLC
INCREASED2,3492,033+316+16%$237.4K$236.7K-$6602026-11-09
WoodTrust Financial Corp
UNCHANGED2,3432,34300%$274.0K$236-$273.8K2026-10-09
Summit Asset Management, LLC
DECREASED2,3382,835-497-18%$331.0K$235.6K-$95.4K2026-11-05
Busey Bank
DECREASED2,3312,562-231-9%$299.2K$234.9K-$64.2K2026-10-26
Mather Group, Llc.
DECREASED2,3305,597-3,267-58%$653.6K$234.8K-$418.7K2026-10-14
Everhart Financial Group, Inc.
INCREASED2,3212,082+239+11%$243.1K$233.9K-$9.2K2026-10-08
Wealth Enhancement Trust Services, Inc.
DECREASED2,3032,721-418-15%$317.7K$232.1K-$85.6K2026-10-07
Petersen Hastings Wealth Advisors Inc.
UNCHANGED2,2832,28300%$266.6K$230.1K-$36.5K2026-10-27
Blake Schutter Theil Wealth Advisors, LLC
INCREASED2,2702,217+53+2%$258.9K$228.8K-$30.1K2026-11-02
Alliance Wealth Advisors, LLC
DECREASED2,2682,274-60%$265.5K$228.6K-$37.0K2026-10-14
Sovran Advisors, LLC
INCREASED2,2622,154+108+5%$244.8K$259.3K+$14.5K2026-11-02
Howard Capital Management, LLC
DECREASED2,2562,280-24-1%$266.2K$227.4K-$38.9K2026-10-16
Farmers & Merchants Trust Co of Long Beach
UNCHANGED2,2492,24900%$262.6K$226.7K-$36.0K2026-10-22
Sowell Financial Services LLC
DECREASED2,2442,337-93-4%$272.9K$226.1K-$46.8K2026-10-23
FDx Advisors, Inc.
DECREASED2,2302,549-319-13%$298.0K$225-$297.8K2026-11-09
Old Peak Finance LLC
DECREASED2,2162,237-21-1%$261.2K$223.3K-$37.9K2026-11-02
Pine Valley Investments Ltd Liability Co
DECREASED2,2082,291-83-4%$267.5K$222.5K-$45.0K2026-11-09
Guardian Capital, LLC
DECREASED2,1992,253-54-2%$263.1K$221.6K-$41.5K2026-11-06
CFM Wealth Partners LLC
UNCHANGED2,1972,19700%$256.5K$221.4K-$35.1K2026-11-05
Genesis Private Wealth, LLC
UNCHANGED2,1922,19200%$256.0K$220.9K-$35.1K2026-11-02
Tarbox Family Office, Inc.
DECREASED2,1823,918-1,736-44%$457.5K$219.9K-$237.6K2026-10-23
Hager Investment Management Services, LLC
UNCHANGED2,1702,17000%$253.4K$218.7K-$34.7K2026-11-04
SAX Wealth Advisors, LLC
NEW2,169—+2,169——$218.6K—2026-10-13
Roman Butler Fullerton & Co
DECREASED2,1692,170-10%$251.4K$232.2K-$19.2K2026-10-27
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED2,16811,858-9,690-82%$1.4M$218.5K-$1.2M2026-10-14
Western Wealth Management, LLC
DECREASED2,1502,747-597-22%$320.8K$216.7K-$104.1K2026-11-09
Turtle Creek Wealth Advisors, LLC
DECREASED2,1403,554-1,414-40%$415.5K$215.6K-$199.9K2026-10-15
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED2,1332,13300%$249.1K$215.0K-$34.1K2026-10-28
Summit Financial Wealth Advisors, LLC
NEW2,132—+2,132——$214.9K—2026-10-15
Isthmus Partners, LLC
UNCHANGED2,1292,12900%$248.6K$214.6K-$34.0K2026-10-21
Premier Path Wealth Partners, LLC
DECREASED2,1222,416-294-12%$282.1K$213.8K-$68.3K2026-10-16
Heritage Investors Management Corp
DECREASED2,1202,660-540-20%$311.0K$214-$310.8K2026-10-29
AMG National Trust Bank
DECREASED2,1192,546-427-17%$297.3K$213.6K-$83.7K2026-11-05
Independent Financial Group, LLC
DECREASED2,1112,519-408-16%$294.1K$212.8K-$81.4K2026-10-13
Essex Bank
UNCHANGED2,0912,09100%$244.2K$210.7K-$33.4K2026-10-16
Neville Rodie & Shaw Inc
UNCHANGED2,0782,07800%$243$209-$342026-10-05
Harbor Capital Advisors, Inc.
NEW2,076—+2,076——$209—2026-10-22
Liberty Capital Management, Inc.
INCREASED2,0681,899+169+9%$221.7K$208.4K-$13.3K2026-11-02
Equitable Trust Co
DECREASED2,0672,182-115-5%$254.8K$208.3K-$46.5K2026-10-13
Supplemental Annuity Collective Trust of NJ
DECREASED2,0622,089-27-1%$243.9K$207.8K-$36.1K2026-11-02
Inspirion Wealth Advisors, LLC
DECREASED2,0422,187-145-7%$254.2K$205.8K-$48.4K2026-10-09
MassMutual Private Wealth & Trust, FSB
DECREASED2,0292,229-200-9%$260.3K$204.5K-$55.8K2026-10-05
Enterprise Financial Services Corp
INCREASED2,0282,021+7+0%$236.0K$204.4K-$31.6K2026-11-03
James T. Borello RIA
DECREASED2,0212,074-53-3%$242.2K$203.7K-$38.5K2026-10-16
Tompkins Financial Corp
DECREASED2,0002,064-64-3%$241.0K$201.6K-$39.5K2026-10-05
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED2,0002,00000%$234.0K$202-$233.8K2026-10-14
ShankerValleau Wealth Advisors, Inc.
UNCHANGED1,9931,99300%$232.7K$200.9K-$31.9K2026-10-16
KOM Wealth Management Group, LLC
DECREASED1,9852,084-99-5%$243.4K$200.0K-$43.4K2026-10-15
Capital Investment Advisory Services, LLC
NEW1,979—+1,979——$200.2K—2026-10-30
Provenance Wealth Advisors, LLC
NEW1,979—+1,979——$199.4K—2026-10-30
Plancorp, LLC
INCREASED1,9781,958+20+1%$226.9K$229.6K+$2.7K2026-11-03
O'Domhnaill Enterprises, Inc.
DECREASED1,9522,000-48-2%$233.5K$196.7K-$36.8K2026-10-29
Gladwyn Financial Advisors, Inc.
UNCHANGED1,9291,92900%$225.3K$194.4K-$30.9K2026-10-05
Cape Investment Advisory, Inc.
DECREASED1,8851,914-29-2%$223.5K$190.0K-$33.5K2026-10-13
Trust Co of Vermont
INCREASED1,8831,808+75+4%$211.1K$189.8K-$21.4K2026-10-21
Cullen T Bankers, Inc.
DECREASED1,8581,993-135-7%$232.8K$187.3K-$45.5K2026-10-28
Quent Capital, LLC
INCREASED1,7721,612+160+10%$188.3K$205.3K+$17.1K2026-11-09
First Command Advisory Services, Inc.
INCREASED1,708369+1,339+363%$43.1K$172.1K+$129.0K2026-11-05
Lloyd Advisory Services, Llc.
INCREASED1,6891,616+73+5%$188.7K$170.2K-$18.5K2026-11-02
Copeland Capital Management, LLC
NEW1,682—+1,682——$169.5K—2026-10-13
Ashurst Perkins Coie Trust Co
DECREASED1,6402,202-562-26%$257.1K$165.3K-$91.8K2026-10-15
Richardson Financial Services Inc.
DECREASED1,6061,636-30-2%$191.0K$161.9K-$29.2K2026-10-30
Jnba Financial Advisors
DECREASED1,5481,664-116-7%$194.3K$156.0K-$38.3K2026-11-03
Hanson & Doremus Investment Management
DECREASED1,5343,659-2,125-58%$427.0K$155-$426.8K2026-10-16
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED1,5082,208-700-32%$257.8K$152.0K-$105.8K2026-10-21
Financial Perspectives, Inc
INCREASED1,5051,338+167+12%$156.2K$151.7K-$4.6K2026-11-03
Versant Capital Management, Inc
DECREASED1,4181,530-112-7%$178.7K$142.9K-$35.8K2026-10-02
Align Financial, LLC
INCREASED1,4081,405+3+0%$164.1K$141.9K-$22.2K2026-10-16
Acadian Asset Management LLC
DECREASED1,38014,672-13,292-91%$1.7M$139-$1.7M2026-11-09
Signature Equity Partners, LLC
INCREASED1,2831,132+151+13%$132.2K$129.3K-$3.0K2026-10-29
CoreCap Advisors, LLC
INCREASED1,2631,222+41+3%$142.6K$127.4K-$15.3K2026-10-08
Rossby Financial, LCC
INCREASED1,262826+436+53%$96.5K$127.2K+$30.7K2026-11-05
Rosenberg Matthew Hamilton
INCREASED1,2481,095+153+14%$127.9K$125.8K-$2.1K2026-10-05
Meramec Financial Planners, LLC
DECREASED1,1981,390-192-14%$158.2K$138.9K-$19.3K2026-11-09
Avanza Fonder AB
UNCHANGED1,1341,13400%$132.4K$114.3K-$18.1K2026-10-13
Evermay Wealth Management LLC
UNCHANGED1,1281,12800%$131.7K$113.7K-$18.0K2026-11-05
IFG Advisory, LLC
INCREASED1,0941,079+15+1%$126.0K$110.3K-$15.7K2026-11-09
Acropolis Investment Management, LLC
INCREASED1,083903+180+20%$105.4K$109.1K+$3.7K2026-10-08
SJS Investment Consulting Inc.
DECREASED1,0781,313-235-18%$153.3K$108.6K-$44.7K2026-10-26
Root Financial Partners, LLC
NEW1,060—+1,060——$106.8K—2026-10-21
TFC Financial Management, Inc.
UNCHANGED1,0601,06000%$123.8K$106.8K-$17.0K2026-10-26
RMG Wealth Management LLC
UNCHANGED1,0591,05900%$115.5K$117.8K+$2.3K2026-10-26
Daytona Street Capital LLC
UNCHANGED1,0001,00000%$115.1K$102.0K-$13.1K2026-10-15
Capital Advisors, Ltd. LLC
INCREASED950913+37+4%$107$96-$112026-10-27
NBT Bank, N.A.
DECREASED9041,314-410-31%$153.4K$91.1K-$62.3K2026-10-21
First Pacific Financial
UNCHANGED90290200%$105.3K$90.9K-$14.4K2026-10-14
Oakworth Capital, Inc.
INCREASED896862+34+4%$100.7K$90.3K-$10.4K2026-10-26
Prudent Man Investment Management, Inc.
INCREASED878300+578+193%$31.6K$88.5K+$56.8K2026-11-03
Meriwether Wealth & Planning, LLC
NEW872—+872——$87.9K—2026-10-13
Boit C F David
NEW867—+867——$87.4K—2026-10-29
Southern Michigan Bank & Trust
UNCHANGED86386300%$100.8K$87.0K-$13.8K2026-10-19
GK Wealth Management LLC
NEW827—+827——$83.3K—2026-10-09
Financial Network Wealth Advisors LLC
DECREASED806890-84-9%$103.9K$81.2K-$22.7K2026-10-28
SBI Okasan Asset Management Co.Ltd.
INCREASED800554+246+44%$65.6K$82.1K+$16.4K2026-11-10
Pinnacle Bancorp, Inc.
UNCHANGED79479400%$92.7K$80.0K-$12.7K2026-10-21
Cromwell Holdings LLC
DECREASED7661,138-372-33%$132.9K$77.2K-$55.7K2026-10-28
Deseret Mutual Benefit Administrators
UNCHANGED73673600%$85.9K$74.2K-$11.8K2026-11-04
NBH Bank
UNCHANGED73373300%$85.6K$73.9K-$11.7K2026-11-05
Concord Wealth Partners
DECREASED726750-24-3%$87.6K$73.2K-$14.4K2026-11-02
Financial Consulate, Inc
INCREASED694669+25+4%$78.1K$70.0K-$8.1K2026-10-23
Community Bank, N.A.
NEW660—+660——$66.5K—2026-11-06
Strengthening Families & Communities, LLC
DECREASED621681-60-9%$79.5K$62.5K-$17.0K2026-10-21
Clean Yield Group
UNCHANGED61761700%$72.0K$62.2K-$9.9K2026-10-28
Manchester Capital Management LLC
INCREASED604595+9+2%$69.5K$60.9K-$8.6K2026-10-22
Godsey & Gibb, Inc
NEW600—+600——$60.5K—2026-10-14
Flagship Wealth Advisors, LLC
UNCHANGED60060000%$70.1K$60.5K-$9.6K2026-11-03
Robbins Farley
UNCHANGED58458400%$68.2K$58.9K-$9.3K2026-10-21
True Wealth Design, LLC
INCREASED579416+163+39%$48.6K$58.4K+$9.8K2026-10-13
Elevated Capital Advisors, LLC
DECREASED5782,775-2,197-79%$324.0K$58.3K-$265.8K2026-11-04
Hoey Investments, Inc
INCREASED573423+150+35%$49.4K$57.7K+$8.4K2026-10-29
CNB Bank
UNCHANGED56456400%$65.9K$56.8K-$9.0K2026-11-09
St. Johns Investment Management Company, LLC
DECREASED550580-30-5%$67.7K$55.4K-$12.3K2026-10-30
Latitude Advisors, LLC
NEW543—+543——$54.7K—2026-10-27
Barrett & Company, Inc.
UNCHANGED54054000%$63.1K$54.4K-$8.6K2026-10-22
Pinnacle Wealth Planning Services, Inc.
INCREASED532498+34+7%$58.1K$53.7K-$4.5K2026-10-27
Cherry Tree Wealth Management, LLC
UNCHANGED52152100%$60.8K$52.5K-$8.3K2026-10-15
Bayban
UNCHANGED52052000%$60.7K$60.7K$02026-11-05
Birchwood Financial Partners, Inc.
INCREASED474469+5+1%$54.8K$47.7K-$7.1K2026-11-02
POM Investment Strategies, LLC
UNCHANGED47447400%$55.3K$47.8K-$7.6K2026-10-20
Grove Bank & Trust
UNCHANGED47047000%$54.9K$47.4K-$7.5K2026-10-08
First Horizon Corp
DECREASED465469-4-1%$54.8K$46.9K-$7.9K2026-10-26
Owl Creek Wealth Partners LLC
INCREASED457310+147+47%$36.2K$46.1K+$9.9K2026-10-20
Essex Investment Management Co LLC
UNCHANGED43043000%$50.2K$43.3K-$6.9K2026-10-19
First Bancorp, Inc
UNCHANGED42142100%$49.2K$42.4K-$6.7K2026-10-26
Strive Financial Group,LLC
INCREASED4194+415+10375%$467$42.2K+$41.8K2026-11-09
Harel Insurance Investments & Financial Services Ltd.
DECREASED412438-26-6%$51.0K$42-$51.0K2026-11-02
Quest 10 Wealth Builders, Inc.
INCREASED409260+149+57%$30.4K$41.2K+$10.9K2026-11-02
Aventus Investment Advisors, Inc.
INCREASED400380+20+5%$44.4K$40.3K-$4.1K2026-10-09
Maryland Capital Advisors Inc.
UNCHANGED39939900%$46.6K$40.2K-$6.4K2026-10-15
William B. Walkup & Associates, Inc.
UNCHANGED39839800%$46.5K$40.1K-$6.4K2026-11-05
Piscataqua Savings Bank
UNCHANGED37837800%$44.1K$38.1K-$6.0K2026-10-21
Spire Wealth Management
INCREASED376352+24+7%$41.2K$37.9K-$3.3K2026-10-30
Elevation Wealth Partners, LLC
INCREASED37147+324+689%$5.5K$37.3K+$31.9K2026-10-07
Buck Wealth Strategies, LLC
DECREASED366368-2-1%$43.0K$36.9K-$6.1K2026-10-28
WPG Advisers, LLC
INCREASED365266+99+37%$31.1K$36.8K+$5.7K2026-10-27
Cedar Mountain Advisors, LLC
UNCHANGED36236200%$42.3K$36.5K-$5.8K2026-10-15
GoalVest Advisory LLC
INCREASED356294+62+21%$34.3K$35.9K+$1.5K2026-10-02
Valued Wealth Advisors LLC
UNCHANGED34334300%$40.1K$34.6K-$5.5K2026-11-05
Hughes Financial Services, LLC
INCREASED336262+74+28%$30.6K$38.5K+$7.9K2026-10-30
Cassaday & Co Wealth Management LLC
INCREASED32651+275+539%$6.0K$32.9K+$26.9K2026-10-27
Peoples Financial Services Corp.
UNCHANGED32632600%$38.1K$32.9K-$5.2K2026-10-20
Valley National Advisers Inc
DECREASED318319-10%$37.3K$32.0K-$5.2K2026-10-23
Ascentis Wealth Management, LLC
INCREASED314205+109+53%$23.9K$31.6K+$7.7K2026-11-03
Darwin Wealth Management, LLC
INCREASED31365+248+382%$7.6K$31.6K+$24.0K2026-11-09
Atlantic Private Wealth, LLC
INCREASED299296+3+1%$34.6K$30.1K-$4.5K2026-11-09
Essential Partners LLC
INCREASED296158+138+87%$18.5K$29.8K+$11.4K2026-10-14
Pension & Wealth Management Advisors, Inc.
NEW295—+295——$29.8K—2026-10-16
Addison Advisors LLC
UNCHANGED29329300%$34.2K$29.5K-$4.7K2026-11-06
Paladin Partners, LLC
UNCHANGED29129100%$34.0K$29.3K-$4.7K2026-10-06
Silvant Capital Management LLC
UNCHANGED29029000%$33.9K$29.2K-$4.6K2026-11-09
Rothwell Investment Advisors, LLC
NEW286—+286——$28.8K—2026-11-06
New England Capital Financial Advisors LLC
INCREASED281280+1+0%$32.7K$28.3K-$4.4K2026-11-03
Princeton Global Asset Management LLC
INCREASED267266+1+0%$31.0K$26.9K-$4.1K2026-10-21
Hilltop National Bank
UNCHANGED25925900%$30.2K$26.1K-$4.1K2026-10-14
Compass Financial Management LLC
DECREASED256266-10-4%$29.2K$25.8K-$3.4K2026-10-30
SouthState Bank Corp
INCREASED24518+227+1261%$2.1K$24.7K+$22.6K2026-11-09
Olistico Wealth, LLC
UNCHANGED24524500%$28.6K$24.7K-$3.9K2026-10-05
John Boyer, Inc.
NEW244—+244——$24.6K—2026-10-27
Godfrey Financial Associates, Inc.
UNCHANGED24024000%$28.0K$24.2K-$3.8K2026-11-10
Coastline Trust Co
DECREASED236249-13-5%$29.1K$23.8K-$5.3K2026-10-01
Harbor Investment Advisory, LLC
INCREASED234200+34+17%$23.4K$23.6K+$2292026-10-13
Plante Moran Financial Advisors, LLC
DECREASED233282-49-17%$32.9K$23.5K-$9.4K2026-11-04
Tounjian Advisory Partners, LLC
INCREASED23222+210+955%$2.6K$23.4K+$20.7K2026-11-04
Boyd Watterson Asset Management LLC
UNCHANGED22822800%$26.6K$23.0K-$3.6K2026-11-06
Alpine Bank Wealth Management
UNCHANGED21421400%$25.0K$21.6K-$3.4K2026-10-16
Gen-Wealth Partners Inc
DECREASED212231-19-8%$27.0K$21.4K-$5.6K2026-11-04
Bank of New Hampshire
UNCHANGED20020000%$23.4K$20.2K-$3.2K2026-10-06
Joseph Group Capital Management
DECREASED198213-15-7%$24.9K$20.0K-$4.9K2026-11-04
Wolff Wiese Magana LLC
INCREASED198193+5+3%$22.5K$20.0K-$2.6K2026-10-15
Blueline Advisors LLC
UNCHANGED19319300%$22.5K$19.5K-$3.1K2026-10-15
MV Capital Management, Inc.
DECREASED192206-14-7%$24.1K$19.4K-$4.7K2026-10-29
Fortitude Family Office, LLC
DECREASED183236-53-22%$27.6K$18.4K-$9.1K2026-10-14
Hoese & Co LLP
UNCHANGED18018000%$21.0K$18.1K-$2.9K2026-10-21
Proathlete Wealth Management LLC
INCREASED17315+158+1053%$1.8K$17.4K+$15.7K2026-10-15
SBI Securities Co., Ltd.
DECREASED172250-78-31%$29.2K$17.3K-$11.9K2026-10-22
First Community Trust NA
UNCHANGED16616600%$19.4K$16.7K-$2.7K2026-10-07
Physician Wealth Advisors, Inc.
DECREASED158231-73-32%$27.0K$15.9K-$11.1K2026-10-20
Triumph Capital Management
UNCHANGED15815800%$18.5K$15.9K-$2.5K2026-10-14
Covestor Ltd
INCREASED155151+4+3%$18$16-$22026-10-30
Community Financial Services Group, LLC
UNCHANGED15315300%$17.8K$15.6K-$2.2K2026-10-15
Picton Mahoney Asset Management
NEW144—+144——$14.5K—2026-11-09
Midwest Capital Advisors, LLC
UNCHANGED13613600%$15.9K$13.7K-$2.2K2026-11-04
UMB Private Wealth Management, LLC
NEW132—+132——$13.3K—2026-10-19
PFS Partners, LLC
UNCHANGED13113100%$15.3K$13.2K-$2.1K2026-10-21
Salomon & Ludwin, LLC
DECREASED123265-142-54%$30.8K$12.4K-$18.4K2026-10-29
Central Pacific Bank - Trust Division
UNCHANGED12312300%$14.4K$12.4K-$2.0K2026-10-06
CGC Financial Services, LLC
UNCHANGED12012000%$14.0K$12.1K-$1.9K2026-10-13
Balance Wealth Partners LLC
NEW119—+119——$12.0K—2026-10-27
Silver Grove Financial Group, Inc.
INCREASED11968+51+75%$8.0K$12.0K+$4.1K2026-11-05
Kimelman & Baird, LLC
UNCHANGED11611600%$13.5K$11.7K-$1.9K2026-11-03
Dhjj Financial Advisors, Ltd.
UNCHANGED11211200%$13.1K$11.3K-$1.8K2026-10-23
United Community Bank
NEW109—+109——$11.0K—2026-10-28
GHP Investment Advisors, Inc.
INCREASED10755+52+95%$6.4K$10.8K+$4.4K2026-10-15
Key FInancial Inc
DECREASED106156-50-32%$18.2K$10.7K-$7.5K2026-11-02
JFS Wealth Advisors, LLC
DECREASED103108-5-5%$12.6K$10.4K-$2.2K2026-11-03
Nova Financial LLC
NEW100—+100——$10.1K—2026-11-04
Independence Bank of Kentucky
DECREASED100656-556-85%$76.6K$10.1K-$66.5K2026-10-26
Advocate Investing Services LLC
UNCHANGED10010000%$11.7K$10.1K-$1.6K2026-10-26
Costello Asset Management, Inc
UNCHANGED10010000%$11.7K$10.1K-$1.6K2026-10-30
1620 Investment Advisors, Inc.
INCREASED9959+40+68%$6.9K$10.0K+$3.1K2026-11-04
Guinness Atkinson Asset Management Inc
UNCHANGED989800%$11.4K$9.9K-$1.6K2026-11-05
Avion Wealth
DECREASED97104-7-7%$12$9-$32026-11-04
Hazlett, Burt & Watson, Inc.
UNCHANGED969600%$11$10-$12026-11-04
MilWealth Group LLC
UNCHANGED898900%$10.4K$9.0K-$1.4K2026-11-02
Golden State Wealth Management, LLC
DECREASED85115-30-26%$13.4K$8.6K-$4.9K2026-11-02
LFA - Lugano Financial Advisors SA
UNCHANGED858500%$9.9K$8.6K-$1.4K2026-11-03
Murphy & Mullick Capital Management Corp
INCREASED8382+1+1%$9.6K$8.4K-$1.2K2026-11-02
Asset Dedication, LLC
DECREASED82114-32-28%$13.3K$8.3K-$5.0K2026-11-03
Markowski Investments
UNCHANGED828200%$9.6K$8.3K-$1.3K2026-10-30
Hickory Point Bank & Trust
UNCHANGED777700%$9.0K$7.8K-$1.2K2026-10-01
RHL Group, LLC
DECREASED74101-27-27%$11.8K$7.4K-$4.4K2026-11-04
Sunrise Financial Services, LLC
UNCHANGED727200%$8.4K$7.3K-$1.2K2026-10-21
Ares Financial Consulting, LLC
UNCHANGED727200%$8.4K$7.3K-$1.2K2026-10-19
Highline Wealth Partners LLC
DECREASED7079-9-11%$9.2K$7.1K-$2.2K2026-10-19
City Holding Co
NEW67—+67——$6.8K—2026-10-19
Nfsg Corp
UNCHANGED676700%$7.8K$6.8K-$1.0K2026-10-15
Carolina Wealth Advisors, LLC
NEW66—+66——$6.7K—2026-10-23
Mcdonald Partners LLC
UNCHANGED656500%$7.6K$6.6K-$1.0K2026-11-03
Bare Financial Services, Inc
DECREASED6179-18-23%$9.2K$6.1K-$3.1K2026-11-04
Reyes Financial Architecture, Inc.
UNCHANGED616100%$7.1K$6.1K-$9752026-10-22
American National Bank & Trust
INCREASED5511+44+400%$1.3K$5.5K+$4.3K2026-10-07
Fairman Group, LLC
UNCHANGED555500%$6.4K$5.5K-$8792026-10-26
High Note Wealth, LLC
INCREASED5431+23+74%$3.6K$5.4K+$1.8K2026-10-27
Bay Harbor Wealth Management, LLC
INCREASED5450+4+8%$5.8K$5.4K-$3972026-11-03
Mosley Wealth Management
INCREASED5243+9+21%$5.0K$5.5K+$4932026-10-16
Nemes Rush Group LLC
UNCHANGED515100%$6.0K$5.1K-$8152026-11-04
Marquette Asset Management, LLC
INCREASED4934+15+44%$4.0K$4.9K+$9682026-10-09
J.Safra Asset Management Corp
UNCHANGED454500%$5.3K$4.5K-$7202026-11-03
Wilkerson Advisory Group LLC
DECREASED44113-69-61%$13.2K$4.4K-$8.8K2026-10-20
Arlington Trust Co LLC
INCREASED4217+25+147%$2.0K$4.2K+$2.2K2026-10-20
Dogwood Wealth Management LLC
DECREASED4260-18-30%$7.0K$4.2K-$2.8K2026-11-09
Burk Holdings LLC
DECREASED4198-57-58%$11.4K$4.1K-$7.3K2026-11-05
Retirement Wealth Solutions LLC
DECREASED3738-1-3%$4.5K$3.7K-$7792026-10-07
Global Trust Asset Management, LLC
UNCHANGED373700%$4.3K$3.7K-$5912026-10-19
Private Wealth Management Group, LLC
UNCHANGED343400%$4.0K$3.4K-$5442026-10-19
Friedenthal Financial
DECREASED32666-634-95%$77.8K$3.2K-$74.6K2026-10-27
Bell Investment Advisors, Inc
INCREASED3230+2+7%$3.5K$3.2K-$2792026-10-29
Torren Management, LLC
UNCHANGED323200%$3.7K$3.2K-$4852026-10-29
Virginia Estate & Retirement Planning Advisors Inc.
UNCHANGED292900%$3.4K$2.9K-$4632026-10-14
Maseco LLP
NEW27—+27——$2.7K—2026-10-27
Coston, McIsaac & Partners
UNCHANGED272700%$3$2.7K+$2.7K2026-11-06
Towne Trust Company, N.a
UNCHANGED252500%$2.9K$2.5K-$3992026-10-28
Winthrop Capital Management, LLC
UNCHANGED252500%$3$2.5K+$2.5K2026-11-05
Acumen Wealth Advisors, LLC
NEW24—+24——$2.4K—2026-11-05
Creative Capital Management Investments LLC
INCREASED2322+1+5%$2.6K$2.3K-$2512026-10-28
Monetary Solutions, Ltd
INCREASED2220+2+10%$2.3K$2.2K-$1182026-10-22
Bfsg, LLC
NEW21—+21——$2.1K—2026-10-30
Clark Wealth Partners
DECREASED2138-17-45%$4.4K$2.1K-$2.3K2026-10-19
Aspect Partners, LLC
DECREASED2022-2-9%$2.6K$2.0K-$5542026-10-20
Evolution Wealth Management Inc.
DECREASED1931-12-39%$3.6K$1.9K-$1.7K2026-10-28
Financial Management Professionals, Inc.
INCREASED1912+7+58%$1.4K$1.9K+$5112026-10-23
Planning Strategies Inc.
INCREASED1916+3+19%$1.9K$1.9K+$472026-10-02
Tidemark, LLC
NEW15—+15——$1.5K—2026-11-09
WestEnd Advisors, LLC
UNCHANGED151500%$1.8K$1.5K-$2402026-10-27
PlanVest Financial, Inc
UNCHANGED131300%$1.5K$1.3K-$2082026-11-09
Brown, Lisle Ings, Inc.
UNCHANGED131300%$1.5K$1.3K-$2082026-10-16
Nvest Wealth Strategies, Inc.
INCREASED126+6+100%$701$1.2K+$5092026-10-14
Roble, Belko & Company, Inc
NEW10—+10——$1—2026-11-09
Nvwm, LLC
INCREASED105+5+100%$584$1.0K+$4242026-10-14
Mechanics Financial Corp
DECREASED918-9-50%$2.1K$907-$1.2K2026-11-05
Three Bridge Wealth Advisors, LLC
NEW8—+8——$806—2026-11-05
Davis Capital Management
UNCHANGED8800%$934$806-$1282026-10-08
Cheviot Value Management, LLC
UNCHANGED8800%$934$806-$1282026-11-09
William Mack & Associates, Inc.
NEW7—+7——$706—2026-10-27
Atlas Capital Advisors Inc.
DECREASED751-44-86%$6.0K$204-$5.8K2026-11-09
Breakwater Investment Management
NEW5—+5——$504—2026-10-20
Fairscale Capital, LLC
NEW5—+5——$580—2026-11-04
Abound Wealth Management
DECREASED519-14-74%$2.2K$521-$1.7K2026-10-26
Key Capital Management, Inc
DECREASED516-11-69%$1.9K$504-$1.4K2026-11-03
IMG Wealth Management, Inc.
DECREASED59-4-44%$1.1K$504-$5472026-10-27
DecisionPoint Financial, LLC
INCREASED53+2+67%$349$509+$1602026-10-27
Morton Brown Family Wealth, LLC
UNCHANGED4400%$467$403-$642026-10-23
Downshift Financial, LLC
UNCHANGED4400%$467$403-$642026-10-13
Quaker Wealth Management, LLC
DECREASED36-3-50%$701$303-$3982026-10-22
Gilpin Wealth Management, LLC
NEW1—+1——$101—2026-10-09
Noble Wealth Management PBC
NEW1—+1——$101—2026-10-01
Summit Securities Group LLC
DECREASED176-75-99%$8.9K$101-$8.8K2026-11-05
3 Factor Indexing, LLC
UNCHANGED1100%$117$101-$162026-10-15
First American Bank
CLOSED035,796-35,796-100%$4.2M$0-$4.2M2026-10-27
Y-Intercept (Hong Kong) Ltd
CLOSED032,315-32,315-100%$3.8M$0-$3.8M2026-10-16
Global Trust Wealth Management LLC
CLOSED029,428-29,428-100%$3.4M$0-$3.4M2026-10-14
Kieckhefer Group LLC
CLOSED022,217-22,217-100%$2.6M$0-$2.6M2026-10-13
Smith Group Asset Management, LLC
CLOSED015,740-15,740-100%$1.8M$0-$1.8M2026-10-27
Imc-Chicago, LLC
CLOSED015,735-15,735-100%$1.8M$0-$1.8M2026-11-05
Kampmann Melissa S.
CLOSED011,680-11,680-100%$1.4M$0-$1.4M2026-10-28
Zega Investments, LLC
CLOSED011,513-11,513-100%$1.3M$0-$1.3M2026-11-04
Confluence Wealth Services, Inc.
CLOSED07,948-7,948-100%$928.0K$0-$928.0K2026-11-05
Investment House LLC
CLOSED07,300-7,300-100%$852.4K$0-$852.4K2026-10-21
Pacific Excel Wealth Advisors, Inc.
CLOSED06,852-6,852-100%$800.1K$0-$800.1K2026-10-27
Elevation Point Wealth Partners, LLC
CLOSED06,657-6,657-100%$777.4K$0-$777.4K2026-11-05
Gradient Investments LLC
CLOSED06,297-6,297-100%$735.3K$0-$735.3K2026-10-08
Cynosure Group, LLC
CLOSED05,530-5,530-100%$645.7K$0-$645.7K2026-11-03
Forum Financial Management, LP
CLOSED04,322-4,322-100%$504.7K$0-$504.7K2026-10-16
Waterway Wealth Management, LLC
CLOSED04,277-4,277-100%$499.4K$0-$499.4K2026-10-28
Aprio Wealth Management, LLC
CLOSED04,150-4,150-100%$484.6K$0-$484.6K2026-10-28
Avestar Capital, LLC
CLOSED03,749-3,749-100%$437.8K$0-$437.8K2026-10-28
Grant Private Wealth Management Inc
CLOSED03,741-3,741-100%$436.8K$0-$436.8K2026-10-19
Sapient Capital LLC
CLOSED03,679-3,679-100%$429.6K$0-$429.6K2026-10-08
Cornerstone Enterprises, LLC
CLOSED03,665-3,665-100%$428.0K$0-$428.0K2026-10-15
Machina Capital S.A.S.
CLOSED03,654-3,654-100%$426.7K$0-$426.7K2026-11-05
Sunpointe, LLC
CLOSED03,581-3,581-100%$418.2K$0-$418.2K2026-10-22
111 Capital
CLOSED03,487-3,487-100%$407.2K$0-$407.2K2026-11-03
Stonehaven Wealth & TAX Solutions, LLC
CLOSED03,463-3,463-100%$404.4K$0-$404.4K2026-10-22
Inscription Capital, LLC
CLOSED03,411-3,411-100%$398.3K$0-$398.3K2026-11-02
Expressive Wealth LLC
CLOSED02,761-2,761-100%$322.4K$0-$322.4K2026-11-09
Fisher Asset Management, LLC
CLOSED02,753-2,753-100%$321.5K$0-$321.5K2026-11-06
Successful Portfolios LLC
CLOSED02,732-2,732-100%$314.0K$0-$314.0K2026-10-09
Randall & Associates Wealth Management
CLOSED02,510-2,510-100%$293.1K$0-$293.1K2026-10-20
Drive Wealth Management, LLC
CLOSED02,391-2,391-100%$279.2K$0-$279.2K2026-11-09
Sound Income Strategies, LLC
CLOSED02,220-2,220-100%$259.2K$0-$259.2K2026-10-09
Weaver Capital Management LLC
CLOSED02,150-2,150-100%$248.9K$0-$248.9K2026-10-15
Independent Wealth Network Inc.
CLOSED01,986-1,986-100%$231.9K$0-$231.9K2026-10-19
Kingswood Wealth Advisors, LLC
CLOSED01,986-1,986-100%$231.9K$0-$231.9K2026-10-23
Balefire, LLC
CLOSED01,978-1,978-100%$230.9K$0-$230.9K2026-10-09
First Citizens Bank & Trust Co
CLOSED01,971-1,971-100%$230.2K$0-$230.2K2026-10-14
Community Bank & Trust, Waco, Texas
CLOSED01,964-1,964-100%$229.0K$0-$229.0K2026-10-19
LVZ, Inc.
CLOSED01,958-1,958-100%$228.6K$0-$228.6K2026-10-20
Friday Financial
CLOSED01,945-1,945-100%$228.9K$0-$228.9K2026-10-09
First Business Financial Services, Inc.
CLOSED01,930-1,930-100%$225.4K$0-$225.4K2026-10-29
D'Orazio & Associates, Inc.
CLOSED01,914-1,914-100%$223.5K$0-$223.5K2026-11-04
Pacific Capital Wealth Advisors, Inc.
CLOSED01,905-1,905-100%$222.4K$0-$222.4K2026-10-22
Clark Asset Management, LLC
CLOSED01,870-1,870-100%$218.4K$0-$218.4K2026-10-19
Renasant Bank
CLOSED01,853-1,853-100%$216.4K$0-$216.4K2026-11-05
Finward Bancorp
CLOSED01,843-1,843-100%$215.2K$0-$215.2K2026-10-14
Lazari Capital Management, Inc.
CLOSED01,837-1,837-100%$214.5K$0-$214.5K2026-10-20
SVB Wealth LLC
CLOSED01,829-1,829-100%$213.6K$0-$213.6K2026-11-06
Bill Few Associates, Inc.
CLOSED01,819-1,819-100%$212.4K$0-$212.4K2026-10-09
Endowment Wealth Management, Inc.
CLOSED01,817-1,817-100%$212.2K$0-$212.2K2026-11-03
Ipswich Investment Management Co., Inc.
CLOSED01,812-1,812-100%$211.6K$0-$211.6K2026-10-13
Correct Capital Wealth Management
CLOSED01,800-1,800-100%$210.2K$0-$210.2K2026-11-02
Edgemoor Investment Advisors, Inc.
CLOSED01,799-1,799-100%$210.1K$0-$210.1K2026-11-03
Brady Family Wealth, LLC
CLOSED01,790-1,790-100%$209.0K$0-$209.0K2026-11-02
Artesa Financial Group, LLC
CLOSED01,779-1,779-100%$207.8K$0-$207.8K2026-10-29
J.M. Arbour, LLC
CLOSED01,779-1,779-100%$207.7K$0-$207.7K2026-11-05
Radnor Capital Management, LLC
CLOSED01,778-1,778-100%$207.6K$0-$207.6K2026-10-23
Walker Asset Management, LLC
CLOSED01,755-1,755-100%$205.0K$0-$205.0K2026-10-13
BAR Harbor Wealth Management
CLOSED01,722-1,722-100%$201.1K$0-$201.1K2026-10-21
Biltmore Family Office, LLC
CLOSED01,716-1,716-100%$200.4K$0-$200.4K2026-11-03
LCM Capital Management Inc
CLOSED01,713-1,713-100%$200.1K$0-$200.1K2026-10-20
Spectrum Wealth Advisory Group, LLC
CLOSED0744-744-100%$86.9K$0-$86.9K2026-10-29
Cornerstone Planning Group LLC
CLOSED0555-555-100%$63.0K$0-$63.0K2026-10-16
Salem Investment Counselors Inc
CLOSED0519-519-100%$60.6K$0-$60.6K2026-10-13
Institute for Wealth Management, Llc.
CLOSED0450-450-100%$52.5K$0-$52.5K2026-11-06
Strategic Wealth Advisors LLC
CLOSED0414-414-100%$43$0-$432026-11-06
MCF Advisors LLC
CLOSED0378-378-100%$44.2K$0-$44.2K2026-10-28
Center for Financial Planning, Inc.
CLOSED0333-333-100%$38.9K$0-$38.9K2026-10-26
Stone House Investment Management, LLC
CLOSED0178-178-100%$20.8K$0-$20.8K2026-10-23
Atlatl Advisers LLC
CLOSED0168-168-100%$19.6K$0-$19.6K2026-10-22
Northstar Asset Management Co
CLOSED0105-105-100%$12.2K$0-$12.2K2026-10-22
LifeSteps Financial, Inc.
CLOSED082-82-100%$9.6K$0-$9.6K2026-10-15
Solstein Capital, LLC
CLOSED082-82-100%$9.6K$0-$9.6K2026-11-02
MJT & Associates Financial Advisory Group, Inc.
CLOSED025-25-100%$2.9K$0-$2.9K2026-10-07
Fulcrum Asset Management LLP
CLOSED021-21-100%$2.5K$0-$2.5K2026-11-04
Kelleher Financial Advisors
CLOSED020-20-100%$2.3K$0-$2.3K2026-10-30
Activest Wealth Management
CLOSED014-14-100%$1.6K$0-$1.6K2026-10-15
Sankala Group LLC
CLOSED014-14-100%$1.6K$0-$1.6K2026-11-09
Investors Research Corp
CLOSED011-11-100%$1.3K$0-$1.3K2026-10-07
Rakuten Securities, Inc.
CLOSED09-9-100%$1.1K$0-$1.1K2026-11-02
Whipplewood Advisors, LLC
CLOSED08-8-100%$934$0-$9342026-10-20
Kozak & Associates, Inc.
CLOSED05-5-100%$586$0-$5862026-10-29
Navigoe, LLC
CLOSED04-4-100%$0$0$02026-11-04
Mascoma Wealth Management LLC
CLOSED02-2-100%$234$0-$2342026-10-23
Signature Resources Capital Management, LLC
CLOSED02-2-100%$234$0-$2342026-10-16
Trifecta Capital Advisors, LLC
CLOSED01-1-100%$117$0-$1172026-10-21
Halbert Hargrove Global Advisors, LLC
CLOSED01-1-100%$173$0-$1732026-10-16
Arvest Investments, Inc.
UNCHANGED000—$0$0$02026-10-21
BlackRock, Inc.
N/A—33,321,277-33,321,277-100%$3.9B———
Vanguard Capital Management LLC
N/A—21,255,153-21,255,153-100%$2.5B———
State Street Corp
N/A—21,094,044-21,094,044-100%$2.5B———
Vanguard Portfolio Management LLC
N/A—16,877,935-16,877,935-100%$2.0B———
Bank of America Corp
N/A—8,605,748-8,605,748-100%$1.0B———
Wells Fargo & Company
N/A—8,572,855-8,572,855-100%$1.0B———
Ameriprise Financial Inc
N/A—5,822,834-5,822,834-100%$680.8M———
Charles Schwab Investment Management Inc
N/A—5,385,908-5,385,908-100%$629.7M———
JPMorgan Chase & Co
N/A—5,161,378-5,161,378-100%$611.3M———
Franklin Resources Inc
N/A—4,670,940-4,670,940-100%$545.4M———
Invesco Ltd.
N/A—4,618,948-4,618,948-100%$539.4M———
Morgan Stanley
N/A—4,291,770-4,291,770-100%$501.2M———
Federated Hermes, Inc.
N/A—4,125,344-4,125,344-100%$481.7M———
Envestnet Asset Management Inc
N/A—3,734,979-3,734,979-100%$436.1M———
Wellington Management Group LLP
N/A—3,572,456-3,572,456-100%$417.2M———
Northern Trust Corp
N/A—3,490,269-3,490,269-100%$407.6M———
Nuveen, LLC
N/A—2,875,006-2,875,006-100%$335.7M———
Raymond James Financial Inc
N/A—2,585,441-2,585,441-100%$301.9M———
Legal & General Group Plc
N/A—2,561,444-2,561,444-100%$299.1M———
Clearbridge Investments, LLC
N/A—2,131,128-2,131,128-100%$248.9M———
Vanguard Fiduciary Trust Co
N/A—1,828,170-1,828,170-100%$213.5M———
Goldman Sachs Group Inc
N/A—1,812,599-1,812,599-100%$211.7M———
Mairs & Power Inc
N/A—1,787,905-1,787,905-100%$208.8M———
Qube Research & Technologies Ltd
N/A—1,771,741-1,771,741-100%$206.9M———
Earnest Partners LLC
N/A—1,701,405-1,701,405-100%$198.7M———
Royal Bank of Canada
N/A—1,668,840-1,668,840-100%$194.9M———
UBS Asset Management Americas LLC
N/A—1,644,319-1,644,319-100%$192.0M———
UBS Group AG
N/A—1,485,416-1,485,416-100%$173.5M———
Stifel Financial Corp
N/A—1,244,577-1,244,577-100%$145.3M———
Magellan Asset Management Ltd
N/A—1,238,180-1,238,180-100%$144.6M———
FMR LLC
N/A—1,219,960-1,219,960-100%$142.5M———
Caisse de Depot ET Placement DU Quebec
N/A—1,098,659-1,098,659-100%$128.3M———
Soroban Capital Partners LP
N/A—1,051,141-1,051,141-100%$122.7M———
Crawford Investment Counsel Inc
N/A—1,050,739-1,050,739-100%$122.7M———
Cbre Investment Management Listed Real Assets LLC
N/A—1,003,363-1,003,363-100%$117.2M———
American Century Companies Inc
N/A—1,001,490-1,001,490-100%$116.9M———
First Trust Advisors LP
N/A—985,524-985,524-100%$115.1M———
Swiss National Bank
N/A—918,687-918,687-100%$107.3M———
Rathbones Group PLC
N/A—835,830-835,830-100%$97.6M———
Energy Income Partners, LLC
N/A—835,526-835,526-100%$97.6M———
SEI Investments Co
N/A—731,639-731,639-100%$85.4M———
Vanguard Global Advisers, LLC
N/A—702,368-702,368-100%$82.0M———
BNP Paribas Financial Markets
N/A—690,049-690,049-100%$80.6M———
Jupiter Topco LLC
N/A—685,202-685,202-100%$80.0M———
Vaughan Nelson Investment Management, L.P.
N/A—682,599-682,599-100%$79.7M———
Vanguard Asset Management, Ltd
N/A—681,958-681,958-100%$79.6M———
HSBC Holdings PLC
N/A—617,881-617,881-100%$72.3M———
Employees Retirement System of Texas
N/A—615,533-615,533-100%$71.9M———
Rhumbline Advisers
N/A—607,235-607,235-100%$70.9M———
Gabelli Funds LLC
N/A—584,270-584,270-100%$68.2M———
AQR Capital Management LLC
N/A—580,502-580,502-100%$67.8M———
Massachusetts Financial Services Co
N/A—562,657-562,657-100%$65.7M———
Baird Financial Group, Inc.
N/A—561,785-561,785-100%$65.6M———
California Public Employees Retirement System
N/A—554,114-554,114-100%$64.7M———
Soros Fund Management LLC
N/A—528,369-528,369-100%$61.7M———
W1m Asset Management Ltd
N/A—527,164-527,164-100%$61.5M———
Benjamin Edwards Inc
N/A—517,902-517,902-100%$60.5M———
Westwood Holdings Group Inc
N/A—512,469-512,469-100%$59.8M———
Price T Rowe Associates Inc
N/A—508,014-508,014-100%$59.3M———
Citadel Advisors LLC
N/A—474,543-474,543-100%$55.4M———
Victory Capital Management Inc
N/A—435,542-435,542-100%$50.9M———
National Pension Service
N/A—427,797-427,797-100%$50.0M———
Natixis Advisors, LLC
N/A—418,362-418,362-100%$48.9M———
California State Teachers Retirement System
N/A—379,287-379,287-100%$44.3M———
Neuberger Berman Group LLC
N/A—361,221-361,221-100%$42.2M———
T. Rowe Price Investment Management, Inc.
N/A—359,579-359,579-100%$42.0M———
Quantinno Capital Management LP
N/A—358,426-358,426-100%$41.9M———
Alliancebernstein L.P.
N/A—343,406-343,406-100%$39.8M———
MML Investors Services, LLC
N/A—328,738-328,738-100%$38.4M———
Vanguard Investments Australia, Ltd.
N/A—325,128-325,128-100%$38.0M———
Millennium Management LLC
N/A—314,516-314,516-100%$36.7M———
Voloridge Investment Management, LLC
N/A—313,397-313,397-100%$36.6M———
1832 Asset Management L.P.
N/A—312,450-312,450-100%$36.5M———
NS Partners Ltd
N/A—306,688-306,688-100%$35.8M———
Gotham Asset Management, LLC
N/A—301,882-301,882-100%$35.3M———
Jones Financial Companies Lllp
N/A—294,454-294,454-100%$35.0M———
Talaria Asset Management Pty Ltd
N/A—291,300-291,300-100%$34.0M———
Canada Pension Plan Investment Board
N/A—286,582-286,582-100%$33.5M———
Dearborn Partners LLC
N/A—284,723-284,723-100%$33.2M———
State Board of Administration of Florida Retirement System
N/A—281,970-281,970-100%$32.9M———
Renaissance Technologies LLC
N/A—275,575-275,575-100%$32.2M———
Huntington National Bank
N/A—275,035-275,035-100%$32.1M———
Mitsubishi UFJ Trust & Banking Corp
N/A—272,909-272,909-100%$31.9M———
Cetera Investment Advisers
N/A—267,675-267,675-100%$31.3M———
Marshall Wace, LLP
N/A—259,534-259,534-100%$30.3M———
Osaic Holdings, Inc.
N/A—251,293-251,293-100%$29.4M———
Macquarie Group LTD
N/A—237,122-237,122-100%$27.7M———
Curi Capital, LLC
N/A—234,481-234,481-100%$27.4M———
AE Wealth Management LLC
N/A—230,106-230,106-100%$26.9M———
APG Asset Management N.V.
N/A—225,342-225,342-100%$23.0M———
Azimuth Capital Investment Management LLC
N/A—220,175-220,175-100%$25.7M———
Manufacturers Life Insurance Company, the
N/A—218,261-218,261-100%$25.5M———
Life Cycle Investment Partners Ltd
N/A—206,524-206,524-100%$24.1M———
Thomasville National Bank
N/A—201,053-201,053-100%$23.5M———
Hudson Bay Capital Management LP
N/A—200,359-200,359-100%$23.4M———
Canada Life Assurance Co
N/A—193,693-193,693-100%$22.6M———
Eventide Asset Management, LLC
N/A—179,606-179,606-100%$21.1M———
Nomura Asset Management International Inc.
N/A—178,455-178,455-100%$20.8M———
State of Wisconsin Investment Board
N/A—173,443-173,443-100%$20.3M———
South Street Advisors LLC
N/A—169,809-169,809-100%$19.8M———
Treasurer of the State of North Carolina
N/A—166,490-166,490-100%$19.4M———
&partners
N/A—165,442-165,442-100%$19.3M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—162,795-162,795-100%$19.0M———
Chevy Chase Trust Holdings, LLC
N/A—161,041-161,041-100%$18.8M———
Nicolet Bankshares Inc
N/A—160,285-160,285-100%$18.7M———
National Bank of Canada
N/A—157,950-157,950-100%$18.4M———
Prudential Financial Inc
N/A—154,849-154,849-100%$18.1M———
Nomura Asset Management Co LTD
N/A—149,264-149,264-100%$17.4M———
Worldquant Millennium Advisors LLC
N/A—147,710-147,710-100%$17.2M———
Guardian Capital LP
N/A—146,617-146,617-100%$17.1M———
Van Eck Associates Corp
N/A—141,115-141,115-100%$16.5M———
SG Americas Securities, LLC
N/A—137,723-137,723-100%$16.1M———
New York State Common Retirement Fund
N/A—136,833-136,833-100%$16.0M———
Resona Asset Management Co.,Ltd.
N/A—136,273-136,273-100%$15.9M———
TD Asset Management Inc
N/A—122,710-122,710-100%$14.3M———
Ensign Peak Advisors, Inc
N/A—120,561-120,561-100%$14.1M———
Guggenheim Capital LLC
N/A—118,561-118,561-100%$13.8M———
Toronto Dominion Bank
N/A—118,528-118,528-100%$13.8M———
Sanctuary Advisors, LLC
N/A—117,288-117,288-100%$13.7M———
Investment Management Corp of Ontario
N/A—113,792-113,792-100%$13.3M———
State of Tennessee, Department of Treasury
N/A—111,913-111,913-100%$13.1M———
Heartland Advisors Inc
N/A—108,279-108,279-100%$12.6M———
Janney Montgomery Scott LLC
N/A—108,041-108,041-100%$12.6M———
Epoch Investment Partners, Inc.
N/A—107,905-107,905-100%$12.6M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—102,824-102,824-100%$12.0M———
Public Employees Retirement System of Ohio
N/A—100,795-100,795-100%$11.8M———
Jane Street Group, LLC
N/A—99,967-99,967-100%$11.7M———
Schonfeld Strategic Advisors LLC
N/A—99,356-99,356-100%$11.6M———
Mariner, LLC
N/A—94,046-94,046-100%$11.0M———
Verition Fund Management LLC
N/A—93,957-93,957-100%$11.0M———
Public Sector Pension Investment Board
N/A—93,007-93,007-100%$10.9M———
Omers Administration Corp
N/A—90,982-90,982-100%$10.6M———
NewEdge Advisors, LLC
N/A—90,473-90,473-100%$10.6M———
CIBC Bancorp USA Inc.
N/A—90,219-90,219-100%$10.5M———
Commerce Bank
N/A—87,185-87,185-100%$10.2M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—87,174-87,174-100%$10.2M———
Stratos Wealth Partners, Ltd.
N/A—83,473-83,473-100%$9.7M———
Korea Investment Corp
N/A—82,140-82,140-100%$9.6M———
Quantbot Technologies LP
N/A—79,796-79,796-100%$9.3M———
Dark Forest Capital Management LP
N/A—78,819-78,819-100%$9.2M———
Bank of Nova Scotia
N/A—77,375-77,375-100%$9.0M———
Bartlett & Co. Wealth Management LLC
N/A—76,919-76,919-100%$9.0M———
Ilex Capital Partners (UK) LLP
N/A—75,626-75,626-100%$8.8M———
MetLife Investment Management, LLC
N/A—74,519-74,519-100%$8.7M———
Dean Investment Associates, LLC
N/A—74,186-74,186-100%$8.7M———
O'shaughnessy Asset Management, LLC
N/A—73,447-73,447-100%$8.6M———
Vestcor Inc
N/A—71,841-71,841-100%$8.4M———
Mercer Global Advisors Inc
N/A—71,499-71,499-100%$8.3M———
Dorsey & Whitney Trust Co LLC
N/A—71,275-71,275-100%$8.3M———
Woodline Partners LP
N/A—71,093-71,093-100%$8.3M———
Voya Investment Management LLC
N/A—65,747-65,747-100%$7.7M———
Alley Investment Management Company, LLC
N/A—65,316-65,316-100%$7.6M———
Morgan Dempsey Capital Management LLC
N/A—64,642-64,642-100%$7.5M———
Cerity Partners LLC
N/A—62,970-62,970-100%$7.4M———
Two Sigma Investments, LP
N/A—61,275-61,275-100%$7.2M———
Rockefeller Capital Management L.P.
N/A—57,625-57,625-100%$6.7M———
Hunter Perkins Capital Management, LLC
N/A—53,284-53,284-100%$6.2K———
D. E. Shaw & Co., Inc.
N/A—51,514-51,514-100%$6.0M———
Brentview Investment Management LLC
N/A—50,495-50,495-100%$5.9M———
Orion Porfolio Solutions, LLC
N/A—49,666-49,666-100%$5.8M———
Utah Retirement Systems
N/A—49,490-49,490-100%$5.8M———
Vanguard Personalized Indexing Management, LLC
N/A—49,129-49,129-100%$5.7M———
British Columbia Investment Management Corp
N/A—48,856-48,856-100%$5.7M———
Susquehanna Portfolio Strategies, LLC
N/A—48,676-48,676-100%$5.7M———
Captrust Financial Advisors
N/A—48,652-48,652-100%$5.7M———
Kingsview Wealth Management, LLC
N/A—47,739-47,739-100%$5.6M———
Advisory Services Network, LLC
N/A—46,972-46,972-100%$5.5M———
Blair William & Co
N/A—46,275-46,275-100%$5.4M———
Morton Community Bank
N/A—46,115-46,115-100%$5.4M———
Focus Partners Wealth
N/A—45,972-45,972-100%$5.4M———
CI Investments Inc.
N/A—45,855-45,855-100%$5.4M———
Northwestern Mutual Wealth Management Co
N/A—44,897-44,897-100%$5.2M———
HRT Financial LP
N/A—44,238-44,238-100%$5.2M———
Occudo Quantitative Strategies LP
N/A—44,044-44,044-100%$5.1M———
Nissay Asset Management Corp N
N/A—43,857-43,857-100%$5.1M———
Quadrature Capital Ltd
N/A—43,626-43,626-100%$5.1M———
Bantamac Capital, LLC
N/A—43,000-43,000-100%$5.0M———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—42,511-42,511-100%$5.0M———
Klcm Advisors, Inc.
N/A—40,874-40,874-100%$4.8M———
S&CO Inc
N/A—40,672-40,672-100%$4.7M———
Vestmark Advisory Solutions, Inc.
N/A—40,494-40,494-100%$4.7M———
BTG Pactual Asset Management US LLC
N/A—40,109-40,109-100%$4.7M———
Glenmede Trust Co NA
N/A—39,923-39,923-100%$4.7M———
Arax Advisory Partners
N/A—39,446-39,446-100%$4.6M———
Susquehanna International Group, LLP
N/A—38,502-38,502-100%$4.5M———
Principal Securities, Inc.
N/A—37,606-37,606-100%$4.4M———
Envestnet Portfolio Solutions, Inc.
N/A—36,702-36,702-100%$4.3M———
Tortoise Capital Advisors, L.L.C.
N/A—36,408-36,408-100%$4.3M———
Johnson Financial Group, Inc.
N/A—36,089-36,089-100%$4.2M———
Steward Partners Investment Advisory, LLC
N/A—36,031-36,031-100%$4.2M———
Rafferty Asset Management, LLC
N/A—35,974-35,974-100%$4.2M———
Schroder Investment Management Group
N/A—34,836-34,836-100%$4.1M———
Sciencast Management LP
N/A—34,091-34,091-100%$4.0M———
Ameritas Advisory Services, LLC
N/A—33,072-33,072-100%$3.9M———
Pathstone Holdings, LLC
N/A—32,662-32,662-100%$3.8M———
Cape COD Five Cents Savings Bank
N/A—31,852-31,852-100%$3.7M———
Global Retirement Partners, LLC
N/A—31,775-31,775-100%$3.7M———
Allstate Corp
N/A—31,730-31,730-100%$3.7M———
Empowered Funds, LLC
N/A—30,428-30,428-100%$3.6M———
Keebeck Wealth Management
N/A—30,280-30,280-100%$3.5M———
Public Employees Retirement Association of Colorado
N/A—29,210-29,210-100%$3.4M———
Tudor Investment Corp ET AL
N/A—28,760-28,760-100%$3.4M———
Foundations Investment Advisors, LLC
N/A—28,472-28,472-100%$3.3M———
Brown Advisory Inc
N/A—27,884-27,884-100%$3.3M———
Beacon Pointe Advisors, LLC
N/A—27,409-27,409-100%$3.2M———
QRG Capital Management, Inc.
N/A—27,374-27,374-100%$3.2M———
World Investment Advisors
N/A—27,344-27,344-100%$3.2M———
Credit Agricole S A
N/A—27,279-27,279-100%$3.2M———
Prosperity Consulting Group, LLC
N/A—26,680-26,680-100%$3.1M———
USS Investment Management Ltd
N/A—26,549-26,549-100%$3.1M———
Rothschild Investment LLC
N/A—26,427-26,427-100%$3.1M———
Independent Advisor Alliance
N/A—26,077-26,077-100%$3.0M———
Bridgewater Associates, LP
N/A—24,998-24,998-100%$2.9M———
Marietta Investment Partners LLC
N/A—24,829-24,829-100%$2.9M———
Private Advisor Group, LLC
N/A—24,692-24,692-100%$2.9M———
Pacer Advisors, Inc.
N/A—24,340-24,340-100%$2.8M———
GSA Capital Partners LLP
N/A—23,837-23,837-100%$2.8M———
Brevan Howard Capital Management LP
N/A—23,480-23,480-100%$2.7M———
Broadwater Capital Management LLC
N/A—23,150-23,150-100%$2.7M———
Saudi Central Bank
N/A—22,799-22,799-100%$2.7M———
Wealth Alliance, LLC
N/A—22,729-22,729-100%$2.7M———
Ellenbecker Investment Group
N/A—22,262-22,262-100%$2.6M———
SIT Investment Associates Inc
N/A—21,980-21,980-100%$2.6M———
Nomura Holdings Inc
N/A—21,958-21,958-100%$2.6M———
Xcelsior Advisor Partners LLC
N/A—21,903-21,903-100%$2.6M———
Flputnam Investment Management Co
N/A—21,392-21,392-100%$2.5M———
Summit Trail Advisors, LLC
N/A—21,348-21,348-100%$2.5M———
Colonial Trust Co / SC
N/A—21,044-21,044-100%$2.5M———
Kentucky Retirement Systems
N/A—20,555-20,555-100%$2.4M———
Federation des caisses Desjardins du Quebec
N/A—20,430-20,430-100%$2.4M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—20,364-20,364-100%$2.4M———
Delta Global Management LP
N/A—20,199-20,199-100%$2.4M———
Integrated Wealth Concepts LLC
N/A—20,099-20,099-100%$2.3M———
Ameritas Investment Partners, Inc.
N/A—20,043-20,043-100%$2.3M———
Siemens Fonds Invest GmbH
N/A—19,740-19,740-100%$2.3M———
Campbell Capital Management Inc
N/A—19,600-19,600-100%$2.3M———
Icon Wealth Advisors, LLC
N/A—19,271-19,271-100%$2.3M———
Cresset Asset Management, LLC
N/A—19,059-19,059-100%$2.2M———
Fox Hill Wealth Management
N/A—19,020-19,020-100%$2.2M———
Bleakley Financial Group, LLC
N/A—19,005-19,005-100%$2.2M———
Advisors Asset Management, Inc.
N/A—18,587-18,587-100%$2.2M———
Drucker Wealth 3.0, LLC
N/A—17,778-17,778-100%$2.1M———
Rodgers Brothers Inc.
N/A—17,274-17,274-100%$2.0M———
Vident Advisory, LLC
N/A—16,910-16,910-100%$2.0M———
Drake & Associates, LLC
N/A—16,887-16,887-100%$2.0M———
M&T Bank Corp
N/A—16,816-16,816-100%$2.0M———
Daiichi Life Insurance Co., Ltd.
N/A—16,753-16,753-100%$2.0M———
Norinchukin Bank, The
N/A—16,467-16,467-100%$1.9M———
PDT Partners, LLC
N/A—16,000-16,000-100%$1.9M———
Sequoia Financial Advisors, LLC
N/A—15,933-15,933-100%$1.9M———
Horizon Investments, LLC
N/A—15,774-15,774-100%$1.8M———
Trexquant Investment LP
N/A—15,463-15,463-100%$1.8M———
Impax Asset Management Group plc
N/A—15,297-15,297-100%$1.8M———
Aviso Financial Inc.
N/A—15,231-15,231-100%$1.8M———
Blackhawk Capital Partners, LLC
N/A—15,225-15,225-100%$1.8M———
XTX Topco Ltd
N/A—15,173-15,173-100%$1.8M———
Royal London Asset Management LTD
N/A—14,916-14,916-100%$1.7M———
Stephens Inc
N/A—14,767-14,767-100%$1.7M———
NewEdge Wealth, LLC
N/A—14,571-14,571-100%$1.7M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—14,560-14,560-100%$1.7M———
BNP Paribas Asset Management Holding S.A.
N/A—13,723-13,723-100%$1.6M———
Mosaic Family Wealth Partners, LLC
N/A—13,645-13,645-100%$1.6M———
Pinebridge Investments LLC
N/A—13,602-13,602-100%$1.6M———
Snowden Capital Advisors LLC
N/A—13,400-13,400-100%$1.6M———
Waverly Advisors, LLC
N/A—13,018-13,018-100%$1.5M———
Stock Yards Bank & Trust Co
N/A—12,976-12,976-100%$1.5M———
Coastal Bridge Advisors, LLC
N/A—12,880-12,880-100%$1.5M———
Ninepoint Partners LP
N/A—12,863-12,863-100%$1.5M———
HM Payson & Co
N/A—12,792-12,792-100%$1.5M———
Mufg Securities Emea plc
N/A—12,744-12,744-100%$1.5M———
Summit Financial, LLC
N/A—12,616-12,616-100%$1.5M———
Jain Global LLC
N/A—12,487-12,487-100%$1.5M———
Meiji Yasuda Asset Management Co Ltd.
N/A—12,002-12,002-100%$1.4M———
Twin City Private Wealth, LLC
N/A—11,975-11,975-100%$1.4M———
Frec Markets, Inc.
N/A—11,425-11,425-100%$1.3M———
Wealthspire Advisors, LLC
N/A—11,268-11,268-100%$1.3M———
Tidal Investments LLC
N/A—11,216-11,216-100%$1.3M———
Empirical Finance, LLC
N/A—11,141-11,141-100%$1.3M———
EP Wealth Advisors, LLC
N/A—10,935-10,935-100%$1.3M———
South Dakota Investment Council
N/A—10,766-10,766-100%$1.3M———
New Age Alpha Advisors, LLC
N/A—10,660-10,660-100%$1.2M———
Sumitomo Life Insurance Co
N/A—10,614-10,614-100%$1.2M———
Brown Brothers Harriman & Co
N/A—10,570-10,570-100%$1.2M———
Bluespring Wealth Management, LLC
N/A—10,526-10,526-100%$1.2M———
Northwestern Mutual Investment Management Company, LLC
N/A—10,443-10,443-100%$1.2M———
Buckley Wealth Management, LLC
N/A—10,409-10,409-100%$1.2M———
MAI Capital Management
N/A—10,184-10,184-100%$1.2M———
Twin Capital Management Inc
N/A—10,050-10,050-100%$1.2M———
Mufg Securities Americas Inc.
N/A—9,811-9,811-100%$1.1M———
Rowlandmiller & Partners.adv
N/A—9,728-9,728-100%$1.1M———
Strategic Investment Advisors / MI
N/A—9,717-9,717-100%$1.1M———
Legato Capital Management LLC
N/A—9,633-9,633-100%$1.1M———
LOM Asset Management Ltd
N/A—9,451-9,451-100%$1.1M———
Aster Capital Management (Difc) Ltd
N/A—9,309-9,309-100%$1.1M———
Equitable Holdings, Inc.
N/A—9,122-9,122-100%$1.1M———
NorthRock Partners, LLC
N/A—9,116-9,116-100%$1.1M———
Modern Wealth Management, LLC
N/A—9,104-9,104-100%$1.1M———
Johnson Investment Counsel Inc
N/A—9,029-9,029-100%$1.1M———
Arkadios Wealth Advisors
N/A—8,983-8,983-100%$1.0M———
Hartford Funds Management Co LLC
N/A—8,890-8,890-100%$1.0M———
Altshuler Shaham Ltd
N/A—8,874-8,874-100%$1.0M———
United Capital Financial Advisors, LLC
N/A—8,824-8,824-100%$1.0M———
IHT Wealth Management, LLC
N/A—8,767-8,767-100%$1.0M———
Voya Financial Advisors, Inc.
N/A—8,720-8,720-100%$1.0M———
Chelsea Counsel Co
N/A—8,672-8,672-100%$1.0M———
OneDigital Investment Advisors LLC
N/A—8,664-8,664-100%$1.0M———
Kentucky Retirement Systems Insurance Trust Fund
N/A—8,530-8,530-100%$996.0K———
PFG Investments, LLC
N/A—8,499-8,499-100%$992.4K———
Private Harbour Investment Management & Counsel, LLC
N/A—8,280-8,280-100%$966.9K———
Callan Family Office, LLC
N/A—8,279-8,279-100%$966.7K———
Connor, Clark & Lunn Investment Management Ltd.
N/A—8,236-8,236-100%$961.7K———
WNY Asset Management, LLC
N/A—8,153-8,153-100%$952.1K———
Aristotle Atlantic Partners, LLC
N/A—7,941-7,941-100%$927.3K———
AXQ Capital, LP
N/A—7,925-7,925-100%$925.4K———
Metis Global Partners, LLC
N/A—7,848-7,848-100%$916.4K———
Meeder Advisory Services, Inc.
N/A—7,745-7,745-100%$904.4K———
DF Dent & Co Inc
N/A—7,681-7,681-100%$896.9K———
Rehmann Capital Advisory Group
N/A—7,633-7,633-100%$891.4K———
Heartland Bank & Trust Co
N/A—7,592-7,592-100%$886.5K———
Stonebridge Capital Advisors LLC
N/A—7,526-7,526-100%$878.8K———
Andra Ap-fonden
N/A—7,500-7,500-100%$875.8K———
Balyasny Asset Management L.P.
N/A—7,389-7,389-100%$862.8K———
Laird Norton Wetherby Trust Company, LLC
N/A—7,379-7,379-100%$861.6K———
Venturi Wealth Management, LLC
N/A—7,248-7,248-100%$846.3K———
Westpac Banking Corp
N/A—7,172-7,172-100%$837.5K———
Regal Investment Advisors LLC
N/A—7,012-7,012-100%$818.8K———
Sound View Wealth Advisors Group, LLC
N/A—6,784-6,784-100%$792.2K———
Legacy Wealth Managment, LLC
N/A—6,737-6,737-100%$786.7K———
Sivia Capital Partners, LLC
N/A—6,688-6,688-100%$781.0K———
RWA Wealth Partners, LLC
N/A—6,569-6,569-100%$767.1K———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—6,515-6,515-100%$760.8K———
Advisors Capital Management, LLC
N/A—6,362-6,362-100%$742.9K———
Savvy Advisors, Inc.
N/A—6,360-6,360-100%$742.7K———
Walleye Capital LLC
N/A—6,359-6,359-100%$742.5K———
Bradley Foster & Sargent Inc
N/A—6,308-6,308-100%$736.6K———
Syon Capital LLC
N/A—6,271-6,271-100%$732.3K———
North Star Asset Management Inc
N/A—6,244-6,244-100%$729.1K———
Engineers Gate Manager LP
N/A—6,180-6,180-100%$721.6K———
Financial Advisors Network, Inc.
N/A—6,043-6,043-100%$705.6K———
Dakota Wealth Management
N/A—6,006-6,006-100%$701.3K———
Invst, LLC
N/A—5,995-5,995-100%$700.0K———
Harbour Investment Management LLC
N/A—5,990-5,990-100%$699.5K———
Ballentine Partners, LLC
N/A—5,921-5,921-100%$691.4K———
Kovack Advisors, Inc.
N/A—5,918-5,918-100%$689.7K———
Martingale Asset Management L P
N/A—5,872-5,872-100%$685.7K———
Fiduciary Trust Co
N/A—5,802-5,802-100%$677.5K———
Haverford Trust Co
N/A—5,792-5,792-100%$676.3K———
Alongside, LLC
N/A—5,774-5,774-100%$674.3K———
49 Wealth Management, LLC
N/A—5,774-5,774-100%$674.3K———
Moneta Group Investment Advisors LLC
N/A—5,547-5,547-100%$647.7K———
Aviva PLC
N/A—5,527-5,527-100%$645.4K———
TCW Group Inc
N/A—5,469-5,469-100%$638.6K———
Resources Management Corp
N/A—5,409-5,409-100%$631.6K———
Hutner Capital Management Inc
N/A—5,336-5,336-100%$623.1K———
Aptus Capital Advisors, LLC
N/A—5,229-5,229-100%$610.6K———
Boston Family Office LLC
N/A—5,211-5,211-100%$608.0K———
Peapack Gladstone Financial Corp
N/A—5,179-5,179-100%$604.0K———
Phillips Wealth Planners LLC
N/A—5,100-5,100-100%$600.2K———
Dougherty & Associates, LLC
N/A—5,032-5,032-100%$587.7K———
Kera Capital Partners, Inc.
N/A—5,015-5,015-100%$585.6K———
FWL Investment Management, LLC
N/A—5,000-5,000-100%$583.9K———
Capital Advisors Inc
N/A—4,946-4,946-100%$577.5K———
Spectrum Investment Advisors, Inc.
N/A—4,929-4,929-100%$575.6K———
Trivium Point Advisory, LLC
N/A—4,923-4,923-100%$574.9K———
Jump Financial, LLC
N/A—4,900-4,900-100%$572.2K———
Colter Lewis Investment Partners LLC
N/A—4,846-4,846-100%$565.9K———
Marshall Investment Management, LLC
N/A—4,784-4,784-100%$558.7K———
FIL Ltd
N/A—4,758-4,758-100%$555.6K———
Smith, Moore & Co.
N/A—4,665-4,665-100%$544.7K———
Keystone Financial Group
N/A—4,609-4,609-100%$538.2K———
Cary Street Partners Investment Advisory LLC
N/A—4,507-4,507-100%$526.3K———
Qsemble Capital Management, LP
N/A—4,499-4,499-100%$525.3K———
Crewe Advisors LLC
N/A—4,494-4,494-100%$524.8K———
Caprock Group, LLC
N/A—4,492-4,492-100%$524.7K———
CreativeOne Wealth, LLC
N/A—4,475-4,475-100%$522.4K———
Quantum Portfolio Management LLC
N/A—4,413-4,413-100%$515.3K———
BFC Planning, Inc.
N/A—4,409-4,409-100%$514.8K———
Colonial Trust Advisors
N/A—4,372-4,372-100%$510.5K———
Advyzon Investment Management, LLC
N/A—4,359-4,359-100%$509.0K———
Harvest Fund Management Co., Ltd
N/A—4,045-4,045-100%$472.0K———
Gateway Wealth Partners, LLC
N/A—3,993-3,993-100%$466.3K———
Faithward Advisors, LLC
N/A—3,984-3,984-100%$465.2K———
Bruce & Co., Inc.
N/A—3,945-3,945-100%$460.7K———
Zhang Financial LLC
N/A—3,928-3,928-100%$458.7K———
Dynamic Technology Lab Private Ltd
N/A—3,904-3,904-100%$456.0K———
Chesapeake Asset Management LLC
N/A—3,878-3,878-100%$452.8K———
Signet Private Wealth LLC
N/A—3,793-3,793-100%$442.9K———
McDonough Capital Management, Inc
N/A—3,788-3,788-100%$442.3K———
LMR Partners LLP
N/A—3,701-3,701-100%$432.2K———
Smartleaf Asset Management LLC
N/A—3,669-3,669-100%$434.6K———
Hilltop Holdings Inc.
N/A—3,668-3,668-100%$428.3K———
WealthTrust Axiom LLC
N/A—3,666-3,666-100%$428.1K———
Wealthquest Corp
N/A—3,543-3,543-100%$413.7K———
Berger Financial Group, Inc
N/A—3,479-3,479-100%$406.2K———
F/m Investments LLC
N/A—3,401-3,401-100%$397.1K———
Nvest Financial, LLC
N/A—3,398-3,398-100%$396.8K———
Main Street Financial Solutions, LLC
N/A—3,366-3,366-100%$393.0K———
Qtron Investments LLC
N/A—3,354-3,354-100%$391.6K———
Gladstone Institutional Advisory LLC
N/A—3,263-3,263-100%$381.1K———
Aegis Wealth Management LLC
N/A—3,262-3,262-100%$380.9K———
Evolve Private Wealth, LLC
N/A—3,248-3,248-100%$379.3K———
Oxford Asset Management LLP
N/A—3,237-3,237-100%$378.0K———
Moment Partners, LLC
N/A—3,207-3,207-100%$374.5K———
1ST Source Bank
N/A—3,206-3,206-100%$374.4K———
Focus Partners Advisor Solutions, LLC
N/A—3,201-3,201-100%$373.9K———
GeoWealth Management, LLC
N/A—3,200-3,200-100%$373.7K———
Atlantic Union Bankshares Corp
N/A—3,170-3,170-100%$370.2K———
Meiji Yasuda Life Insurance Co
N/A—3,167-3,167-100%$369.8K———
Intrust Bank NA
N/A—3,162-3,162-100%$369.2K———
Astoria Portfolio Advisors Llc.
N/A—3,134-3,134-100%$365.9K———
Checchi Capital Advisers, LLC
N/A—3,132-3,132-100%$365.7K———
Arbor Trust Wealth Advisors, LLC
N/A—3,120-3,120-100%$364.3K———
AssuredPartners Investment Advisors, LLC
N/A—3,115-3,115-100%$363.7K———
PAX Financial Group, LLC
N/A—3,113-3,113-100%$363.5K———
Rexford Capital Inc
N/A—3,086-3,086-100%$360.4K———
Cary Street Partners Financial LLC
N/A—3,023-3,023-100%$353.0K———
OneAscent Financial Services LLC
N/A—3,021-3,021-100%$352.7K———
Madison Wealth Partners, Inc
N/A—2,981-2,981-100%$348.1K———
Graybill Wealth Management, Ltd.
N/A—2,981-2,981-100%$348.1K———
Mirabella Financial Services LLP
N/A—2,980-2,980-100%$348.0K———
Tower Research Capital LLC (TRC)
N/A—2,965-2,965-100%$346.2K———
Fidelis Capital Partners, LLC
N/A—2,949-2,949-100%$344.4K———
Beacon Investment Advisors LLC
N/A—2,914-2,914-100%$340.3K———
Concorde Asset Management, LLC
N/A—2,893-2,893-100%$337.8K———
Everpar Advisors LLC
N/A—2,885-2,885-100%$336.9K———
SageView Advisory Group, LLC
N/A—2,864-2,864-100%$334.4K———
Dividend Assets Capital, LLC
N/A—2,810-2,810-100%$328.1K———
OneAscent Investment Solutions LLC
N/A—2,809-2,809-100%$328.0K———
Rothschild Wealth LLC
N/A—2,795-2,795-100%$326.4K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—2,794-2,794-100%$326.2K———
Continuum Advisory, LLC
N/A—2,766-2,766-100%$323.0K———
Zacks Investment Management
N/A—2,753-2,753-100%$321.5K———
Perennial Investment Advisors, LLC
N/A—2,752-2,752-100%$321.4K———
Centiva Capital, LP
N/A—2,711-2,711-100%$316.6K———
Liberty Wealth Management LLC
N/A—2,688-2,688-100%$311.2K———
Essex Financial Services, Inc.
N/A—2,680-2,680-100%$313.0K———
Anchor Bay Capital, Inc.
N/A—2,665-2,665-100%$282.8K———
Proficio Capital Partners LLC
N/A—2,654-2,654-100%$309.9K———
Core Capital Management & Research, inc.
N/A—2,645-2,645-100%$280.5K———
D L Carlson Investment Group Inc
N/A—2,635-2,635-100%$307.7K———
Bull Harbor Capital LLC
N/A—2,631-2,631-100%$307.2K———
Commerzbank Aktiengesellschaft
N/A—2,627-2,627-100%$307.0K———
Planning Center, Inc.
N/A—2,611-2,611-100%$304.9K———
Prelude Capital Management, LLC
N/A—2,606-2,606-100%$304.3K———
Steigerwald, Gordon & Koch Inc.
N/A—2,605-2,605-100%$304.2K———
Cozad Asset Management Inc
N/A—2,588-2,588-100%$302.2K———
KMT Wealth Management, LLC
N/A—2,563-2,563-100%$299.2K———
Pure Financial Advisors, LLC
N/A—2,501-2,501-100%$292.0K———
Tower Wealth Partners, Inc.
N/A—2,495-2,495-100%$291.3K———
Atlantic Family Wealth, LLC
N/A—2,383-2,383-100%$278.3K———
Navera Investment Management Ltd.
N/A—2,380-2,380-100%$277.9K———
Hilltop Partners LLC
N/A—2,370-2,370-100%$276.7K———
First Foundation Advisors
N/A—2,367-2,367-100%$276.4K———
Choate Investment Advisors
N/A—2,365-2,365-100%$276.2K———
Transcend Capital Advisors, LLC
N/A—2,355-2,355-100%$275.0K———
Spirepoint Private Client, LLC
N/A—2,327-2,327-100%$271.7K———
Lcnb Corp
N/A—2,318-2,318-100%$270.7K———
Hexagon Capital Partners LLC
N/A—2,302-2,302-100%$268.8K———
Readystate Asset Management LP
N/A—2,261-2,261-100%$264.0K———
Cambria Investment Management, L.P.
N/A—2,249-2,249-100%$262.6K———
Meadowbrook Advisors Group, LLC
N/A—2,200-2,200-100%$256.9K———
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A—2,200-2,200-100%$256.9K———
IEQ Capital, LLC
N/A—2,195-2,195-100%$256.3K———
Second Line Capital, LLC
N/A—2,191-2,191-100%$255.8K———
Teacher Retirement System of Texas
N/A—2,159-2,159-100%$252.1K———
Howe & Rusling Inc
N/A—2,135-2,135-100%$249.3K———
Blue Chip Partners, LLC
N/A—2,100-2,100-100%$245.2K———
L2 Asset Management, LLC
N/A—2,100-2,100-100%$245.2K———
KilterHowling LLC
N/A—2,068-2,068-100%$241.5K———
Summitry LLC
N/A—2,065-2,065-100%$241.1K———
Cofg Advisors, LLC
N/A—2,057-2,057-100%$240.1K———
Fukoku Mutual Life Insurance Co
N/A—2,052-2,052-100%$239.6K———
LOS Angeles Capital Management LLC
N/A—2,042-2,042-100%$238.4K———
Plotkin Financial Advisors, LLC
N/A—2,042-2,042-100%$238.4K———
Panagora Asset Management Inc
N/A—2,041-2,041-100%$238.3K———
FSB Premier Wealth Management, Inc.
N/A—2,025-2,025-100%$236.5K———
RiverFront Investment Group, LLC
N/A—2,025-2,025-100%$236.5K———
Sandro Wealth Management LLC
N/A—2,009-2,009-100%$234.5K———
Oxbow Advisors, LLC
N/A—1,971-1,971-100%$230.2K———
Man Group plc
N/A—1,935-1,935-100%$226.0K———
Tocqueville Asset Management L.P.
N/A—1,905-1,905-100%$222.4K———
Boston Research & Management Inc
N/A—1,902-1,902-100%$222.1K———
Kintra Wealth, LLC
N/A—1,899-1,899-100%$209.5K———
Tradition Wealth Management, LLC
N/A—1,897-1,897-100%$221.6K———
Pinnacle Financial Partners, Inc.
N/A—1,887-1,887-100%$220.4K———
Graham Capital Management, L.P.
N/A—1,862-1,862-100%$217.4K———
Performance Wealth Partners, LLC
N/A—1,826-1,826-100%$213.2K———
Stonebrook Private Inc.
N/A—1,822-1,822-100%$212.8K———
Shelton Capital Management
N/A—1,819-1,819-100%$212.4K———
Crews Bank & Trust
N/A—1,814-1,814-100%$211.8K———
Next Capital Management LLC
N/A—1,806-1,806-100%$210.9K———
Inspire Advisors, LLC
N/A—1,796-1,796-100%$209.7K———
Wrapmanager Inc
N/A—1,792-1,792-100%$209.3K———
Composition Wealth, LLC
N/A—1,776-1,776-100%$207.3K———
Transamerica Financial Advisors, LLC
N/A—1,753-1,753-100%$204.7K———
Monetary Management Group Inc
N/A—1,750-1,750-100%$204.3K———
Ausdal Financial Partners, Inc.
N/A—1,749-1,749-100%$204.2K———
Lazard Asset Management LLC
N/A—1,743-1,743-100%$203.5K———
Insigneo Advisory Services, LLC
N/A—1,743-1,743-100%$203.5K———
Virtus Investment Advisers, LLC
N/A—1,727-1,727-100%$201.7K———
Tiaa Wealth Investment Management LLC
N/A—1,696-1,696-100%$198.1K———
Optiver Holding B.V.
N/A—1,694-1,694-100%$197.8K———
Index Technologies Group LLC
N/A—1,688-1,688-100%$197.1K———
Banque Cantonale Vaudoise
N/A—1,656-1,656-100%$193.0K———
Operose Advisors LLC
N/A—1,580-1,580-100%$184.5K———
Quarry LP
N/A—1,554-1,554-100%$181.5K———
Strategic Investment Solutions, Inc.
N/A—1,512-1,512-100%$176.6K———
Measured Wealth Private Client Group, LLC
N/A—1,412-1,412-100%$164.9K———
Whittier Trust Co
N/A—1,408-1,408-100%$164.2K———
Centaurus Financial, Inc.
N/A—1,386-1,386-100%$162.0K———
Havemeyer Place LP
N/A—1,278-1,278-100%$149.2K———
Hills Bank & Trust Co
N/A—1,278-1,278-100%$149.2K———
ST Germain D J Co Inc
N/A—1,060-1,060-100%$123.8K———
Prestige Wealth Management Group LLC
N/A—976-976-100%$114.0K———
Cyber Hornet ETFs LLC
N/A—888-888-100%$103.7K———
Mark Sheptoff Financial Planning, LLC
N/A—840-840-100%$98.1K———
Fiduciary Financial Advisors
N/A—733-733-100%$85.1K———
GW&K Investment Management, LLC
N/A—720-720-100%$84.0K———
Avalon Trust Co
N/A—666-666-100%$77.8K———
Anchor Investment Management, LLC
N/A—604-604-100%$70.5K———
Tanglewood Legacy Advisors, LLC
N/A—600-600-100%$70.1K———
Ancora Advisors LLCA
N/A—596-596-100%$69.6K———
CVA Family Office, LLC
N/A—545-545-100%$63.6K———
Keating Financial Advisory Services, Inc.
N/A—532-532-100%$62.2K———
Bruce G. Allen Investments, LLC
N/A—517-517-100%$60.4K———
HHM Wealth Advisors, LLC
N/A—516-516-100%$60.2K———
MidFirst Bank
N/A—506-506-100%$59.1K———
Ostrum Asset Management
N/A—504-504-100%$58.9K———
JPL Wealth Management, LLC
N/A—462-462-100%$53.9K———
Seneschal Advisors, LLC
N/A—454-454-100%$53.0K———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—440-440-100%$51.4K———
Vanguard National Trust Co
N/A—431-431-100%$50.3K———
Harborfront Financial Group LLC
N/A—342-342-100%$40.0K———
LRI Investments, LLC
N/A—337-337-100%$39.4K———
Medallion Wealth Advisors, LLC
N/A—333-333-100%$38.9K———
Napier Financial, LLC
N/A—315-315-100%$36.8K———
Basecamp Wealth Advisors LLC
N/A—279-279-100%$32.6K———
Truvestments Capital LLC
N/A—278-278-100%$32.5K———
Group One Trading LLC
N/A—272-272-100%$31.8K———
S&T Bank
N/A—247-247-100%$28.8K———
Synergy Investment Management, LLC
N/A—242-242-100%$28.1K———
Whittier Trust Co of Nevada Inc
N/A—236-236-100%$27.8K———
SHP Wealth Management
N/A—222-222-100%$25.9K———
Sachetta, LLC
N/A—221-221-100%$25.8K———
Hollencrest Capital Management
N/A—217-217-100%$25.3K———
Richard W. Paul & Associates, LLC
N/A—213-213-100%$24.9K———
Prosperity Bancshares Inc
N/A—204-204-100%$23.8K———
Lavaca Capital LLC
N/A—200-200-100%$23.4K———
Aventura Private Wealth, LLC
N/A—176-176-100%$20.6K———
E Fund Management (Hong Kong) Co., Ltd.
N/A—151-151-100%$17.6K———
Kerr Financial Planning Corp
N/A—150-150-100%$17.4K———
Nova Wealth Management, Inc.
N/A—148-148-100%$17.3K———
Bogart Wealth, LLC
N/A—138-138-100%$16.1K———
Kemnay Advisory Services Inc.
N/A—137-137-100%$16.0K———
EFG International AG
N/A—127-127-100%$14.8K———
Rogco, LP
N/A—126-126-100%$14.7K———
Webster Bank, N. A.
N/A—125-125-100%$14.6K———
Ritter Daniher Financial Advisory LLC / de
N/A—119-119-100%$13.9K———
Aberdeen Wealth Management LLC
N/A—114-114-100%$13.3K———
Wiser Advisor Group LLC
N/A—111-111-100%$13.0K———
Strategic Wealth Partners, Ltd.
N/A—109-109-100%$12.7K———
Front Row Advisors LLC
N/A—102-102-100%$10.9K———
HighMark Wealth Management LLC
N/A—100-100-100%$11.7K———
Millstone Evans Group, LLC
N/A—93-93-100%$10.9K———
Security National Bank of SO DAK
N/A—87-87-100%$10.2K———
Dunhill Financial, LLC
N/A—82-82-100%$9.6K———
Cornerstone Financial Management LLC
N/A—81-81-100%$9.5K———
Accent Capital Management, LLC
N/A—77-77-100%$9.0K———
Delta Asset Management LLC
N/A—66-66-100%$7.7K———
Rialto Wealth Management, LLC
N/A—60-60-100%$7.0K———
TD Capital Management LLC
N/A—54-54-100%$6.3K———
Kilter Group LLC
N/A—43-43-100%$5.0K———
Raffa Wealth Management, LLC
N/A—42-42-100%$4.9K———
Osbon Capital Management LLC
N/A—42-42-100%$4.9K———
Private Wealth Asset Management, LLC
N/A—34-34-100%$4.0K———
Horizon Bancorp Inc
N/A—34-34-100%$4.0K———
Penserra Capital Management LLC
N/A—27-27-100%$3———
Ameriflex Group, Inc.
N/A—24-24-100%$2.8K———
Ogorek Anthony Joseph
N/A—22-22-100%$2———
BOK Financial Private Wealth, Inc.
N/A—20-20-100%$2.3K———
HFM Investment Advisors, LLC
N/A—15-15-100%$1.8K———
Imprint Wealth LLC
N/A—13-13-100%$1.5K———
1015 Capital Partners, LLC
N/A—9-9-100%$1.1K———
Kayne Anderson Rudnick Investment Management LLC
N/A—4-4-100%$467———
IMA Advisory Services, Inc.
N/A—3-3-100%$350———
Meeder Asset Management Inc
N/A—1-1-100%$117———
Oakmont Advisory Group, LLC
N/A—00—$0———
Erste Asset Management GmbH
N/A—00—$0———
Showing 1467 of 1467 institutions