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Walmart Inc (WMT)

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
Shares109,063,079 from 106,449,749
Change+2,613,330 (+2%)
Value$11.3B (-$718.9M)
Filed 2026-11-06
Fisher Asset Management, LLC
INCREASED
Shares41,854,464 from 41,493,173
Change+361,291 (+1%)
Value$4.3B (-$350.0M)
Filed 2026-11-06
Bank of New York Mellon Corp
DECREASED
Shares26,580,666 from 27,159,366
Change-578,700 (-2%)
Value$2.8B (-$313.8M)
Filed 2026-11-05
Deutsche Bank Ag\
INCREASED
Shares25,661,178 from 18,607,297
Change+7,053,881 (+38%)
Value$2.7B (+$559.2M)
Filed 2026-11-06
Amundi
INCREASED
Shares24,290,312 from 20,796,957
Change+3,493,355 (+17%)
Value$2.5B (+$168.8M)
Filed 2026-11-06
Dimensional Fund Advisors LP
INCREASED
Shares16,791,211 from 16,194,461
Change+596,750 (+4%)
Value$1.7B (-$89.0M)
Filed 2026-11-04
Bank of Montreal
DECREASED
Shares12,128,764 from 12,397,848
Change-269,084 (-2%)
Value$1.3B (-$143.8M)
Filed 2026-11-09
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares12,087,021 from 11,328,435
Change+758,586 (+7%)
Value$1.3B (-$27.0M)
Filed 2026-11-05
Assenagon Asset Management S.A.
INCREASED
Shares11,522,667 from 4,033,440
Change+7,489,227 (+186%)
Value$1.2B (+$740.6M)
Filed 2026-10-15
Barclays PLC
INCREASED
Shares10,895,240 from 9,043,404
Change+1,851,836 (+20%)
Value$1.1B (+$108.0M)
Filed 2026-11-06
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares10,205,177 from 10,477,039
Change-271,862 (-3%)
Value$1.1B (-$126.1M)
Filed 2026-10-29
LPL Financial LLC
INCREASED
Shares9,101,942 from 9,021,503
Change+80,439 (+1%)
Value$945.9M (-$75.9M)
Filed 2026-11-06
Citigroup Inc
DECREASED
Shares8,433,946 from 9,237,313
Change-803,367 (-9%)
Value$876.5M (-$169.8M)
Filed 2026-11-04
ProShare Advisors LLC
INCREASED
Shares6,988,449 from 6,550,221
Change+438,228 (+7%)
Value$726.2M (-$15.6M)
Filed 2026-10-29
Principal Financial Group Inc
INCREASED
Shares6,102,936 from 5,917,839
Change+185,097 (+3%)
Value$634.2M (-$36.0M)
Filed 2026-11-02
US Bancorp \de\
DECREASED
Shares5,497,924 from 5,517,050
Change-19,126 (0%)
Value$571.3M (-$53.5M)
Filed 2026-11-05
Neos Investment Management LLC
INCREASED
Shares4,093,035 from 3,574,219
Change+518,816 (+15%)
Value$425.3M (+$20.5M)
Filed 2026-11-04
PNC Financial Services Group, Inc.
DECREASED
Shares3,846,621 from 3,882,359
Change-35,738 (-1%)
Value$399.7M (-$40.0M)
Filed 2026-11-06
Swedbank AB
DECREASED
Shares3,730,444 from 3,986,883
Change-256,439 (-6%)
Value$387.7M (-$63.9M)
Filed 2026-10-27
Bank Julius Baer & Co. Ltd, Zurich
DECREASED
Shares3,610,038 from 3,665,267
Change-55,229 (-2%)
Value$376.9M (-$39.5M)
Filed 2026-10-29
DekaBank Deutsche Girozentrale
INCREASED
Shares3,574,531 from 2,640,233
Change+934,298 (+35%)
Value$380.8K (+$56.2K)
Filed 2026-10-27
Fifth Third Bancorp
DECREASED
Shares3,542,654 from 3,647,232
Change-104,578 (-3%)
Value$368.2M (-$44.9M)
Filed 2026-11-05
Truist Financial Corp
DECREASED
Shares3,518,615 from 3,749,346
Change-230,731 (-6%)
Value$365.7M (-$59.0M)
Filed 2026-10-30
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares3,427,925 from 3,138,212
Change+289,713 (+9%)
Value$356.2M (+$796.1K)
Filed 2026-11-03
New York State Teachers Retirement System
DECREASED
Shares3,195,568 from 3,331,240
Change-135,672 (-4%)
Value$332.1K (-$377.0M)
Filed 2026-10-22
Nordea Investment Management AB
INCREASED
Shares2,846,992 from 2,826,124
Change+20,868 (+1%)
Value$301.4M (-$20.2M)
Filed 2026-11-09
Danske Bank A/S
DECREASED
Shares2,841,227 from 4,197,779
Change-1,356,552 (-32%)
Value$295.3M (-$180.2M)
Filed 2026-11-09
Russell Investments Group, Ltd.
DECREASED
Shares2,839,833 from 2,850,595
Change-10,762 (0%)
Value$295.5M (-$27.6M)
Filed 2026-11-06
KBC Group NV
INCREASED
Shares2,826,688 from 980,306
Change+1,846,382 (+188%)
Value$293.8K (-$110.7M)
Filed 2026-10-22
Thrivent Financial for Lutherans
DECREASED
Shares2,758,458 from 2,780,915
Change-22,457 (-1%)
Value$286.7K (-$314.7M)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares2,733,316 from 2,363,505
Change+369,811 (+16%)
Value$285.7M (+$20.8M)
Filed 2026-10-13
Creative Planning
INCREASED
Shares2,598,191 from 2,546,299
Change+51,892 (+2%)
Value$270.0M (-$18.4M)
Filed 2026-11-02
PFA Pension, Forsikringsaktieselskab
DECREASED
Shares2,488,502 from 2,682,606
Change-194,104 (-7%)
Value$258.6M (-$45.2M)
Filed 2026-11-06
CIBC Asset Management Inc
INCREASED
Shares2,472,661 from 2,258,642
Change+214,019 (+9%)
Value$257.0M (+$1.1M)
Filed 2026-11-05
Pictet Asset Management Holding SA
INCREASED
Shares2,326,227 from 2,178,037
Change+148,190 (+7%)
Value$241.7M (-$4.9M)
Filed 2026-11-03
Bessemer Group Inc
DECREASED
Shares2,204,271 from 4,273,009
Change-2,068,738 (-48%)
Value$229.1K (-$483.7M)
Filed 2026-11-09
Asset Management One Co., Ltd.
INCREASED
Shares2,200,823 from 2,198,582
Change+2,241 (+0%)
Value$228.7M (-$20.3M)
Filed 2026-10-27
Regions Financial Corp
DECREASED
Shares2,130,782 from 2,138,068
Change-7,286 (0%)
Value$221.4M (-$20.7M)
Filed 2026-11-05
Squarepoint Ops LLC
DECREASED
Shares2,055,329 from 3,987,889
Change-1,932,560 (-48%)
Value$213.6M (-$238.1M)
Filed 2026-11-09
Temasek Holdings (Private) Ltd
INCREASED
Shares2,000,659 from 684,723
Change+1,315,936 (+192%)
Value$207.9M (+$130.4M)
Filed 2026-10-28
Handelsbanken Fonder AB
INCREASED
Shares1,923,065 from 1,696,392
Change+226,673 (+13%)
Value$199.8K (+$7.7K)
Filed 2026-11-09
Alecta Tjanstepension Omsesidigt
UNCHANGED
Shares1,921,100 from 1,921,100
Change0 (0%)
Value$199.6M (-$17.7M)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares1,916,036 from 1,988,933
Change-72,897 (-4%)
Value$199.1M (-$26.2M)
Filed 2026-11-02
MacKenzie Financial Corp
DECREASED
Shares1,840,812 from 2,413,697
Change-572,885 (-24%)
Value$191.3M (-$82.1M)
Filed 2026-11-02
Retirement Systems of Alabama
INCREASED
Shares1,664,464 from 1,417,342
Change+247,122 (+17%)
Value$173.0M (+$12.4M)
Filed 2026-11-04
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED
Shares1,658,334 from 1,746,421
Change-88,087 (-5%)
Value$172.3M (-$25.5M)
Filed 2026-10-15
Achmea Investment Management B.V.
NEW
Shares1,619,775
Change+1,619,775
Value$168.5M
Filed 2026-10-30
Swiss Life Asset Management Ltd
INCREASED
Shares1,595,572 from 1,191,419
Change+404,153 (+34%)
Value$165.8M (+$30.9M)
Filed 2026-11-03
Allspring Global Investments Holdings, LLC
DECREASED
Shares1,491,802 from 2,037,755
Change-545,953 (-27%)
Value$155.5M (-$66.2M)
Filed 2026-11-04
State of New Jersey Common Pension Fund D
DECREASED
Shares1,417,224 from 1,423,259
Change-6,035 (0%)
Value$147.3M (-$13.9M)
Filed 2026-11-05
Daiwa Securities Group Inc.
DECREASED
Shares1,392,055 from 1,397,823
Change-5,768 (0%)
Value$144.7M (-$13.7M)
Filed 2026-10-29
SEB Asset Management AB
INCREASED
Shares1,391,151 from 1,311,902
Change+79,249 (+6%)
Value$144.6M (-$4.0M)
Filed 2026-11-04
Calamos Advisors LLC
INCREASED
Shares1,383,603 from 1,362,951
Change+20,652 (+2%)
Value$143.8M (-$10.6M)
Filed 2026-11-02
Lansforsakringar Fondforvaltning AB (publ)
INCREASED
Shares1,359,486 from 1,314,164
Change+45,322 (+3%)
Value$141.3M (-$7.6M)
Filed 2026-11-09
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares1,359,074 from 1,354,558
Change+4,516 (+0%)
Value$141.2K (-$153.3M)
Filed 2026-11-02
Narus Financial Partners, LLC
DECREASED
Shares1,335,824 from 1,337,289
Change-1,465 (0%)
Value$138.8M (-$12.6M)
Filed 2026-10-19
Harel Insurance Investments & Financial Services Ltd.
INCREASED
Shares1,290,257 from 1,289,594
Change+663 (+0%)
Value$134.1K (-$145.9M)
Filed 2026-11-02
Czech National Bank
INCREASED
Shares1,280,467 from 1,247,867
Change+32,600 (+3%)
Value$133.1M (-$8.3M)
Filed 2026-10-13
Arizona State Retirement System
INCREASED
Shares1,224,653 from 1,216,703
Change+7,950 (+1%)
Value$127.3M (-$10.5M)
Filed 2026-11-03
Robeco Institutional Asset Management B.V.
DECREASED
Shares1,222,023 from 2,450,128
Change-1,228,105 (-50%)
Value$127.0M (-$150.5M)
Filed 2026-10-20
Rakuten Investment Management, Inc.
INCREASED
Shares1,216,599 from 1,094,543
Change+122,056 (+11%)
Value$129.9M (+$4.5M)
Filed 2026-10-30
King Luther Capital Management Corp
DECREASED
Shares1,167,493 from 1,328,784
Change-161,291 (-12%)
Value$121.3M (-$29.2M)
Filed 2026-11-05
State of Michigan Retirement System
DECREASED
Shares1,148,420 from 1,151,220
Change-2,800 (0%)
Value$119.3M (-$11.0M)
Filed 2026-10-27
TD Waterhouse Canada Inc.
DECREASED
Shares1,087,885 from 1,108,584
Change-20,699 (-2%)
Value$113.6M (-$7.2M)
Filed 2026-10-16
Heritage OAK Wealth Advisors LLC
INCREASED
Shares1,083,126 from 1,068,525
Change+14,601 (+1%)
Value$112.6M (-$8.5M)
Filed 2026-10-14
Stack Financial Management, Inc
DECREASED
Shares1,011,376 from 1,014,994
Change-3,618 (0%)
Value$105.1M (-$9.9M)
Filed 2026-11-02
Churchill Financial Advisors, LLC
UNCHANGED
Shares998,049 from 998,049
Change0 (0%)
Value$103.7M (-$9.3M)
Filed 2026-10-20
Strs Ohio
DECREASED
Shares996,950 from 1,078,290
Change-81,340 (-8%)
Value$103.6M (-$18.5M)
Filed 2026-10-30
IFM Investors Pty Ltd
INCREASED
Shares996,569 from 963,590
Change+32,979 (+3%)
Value$103.6M (-$5.6M)
Filed 2026-10-14
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
NEW
Shares984,598
Change+984,598
Value$102.3M
Filed 2026-11-03
Lido Advisors, LLC
INCREASED
Shares975,458 from 867,964
Change+107,494 (+12%)
Value$101.4M (+$3.1M)
Filed 2026-11-04
GF Fund Management Co. Ltd.
DECREASED
Shares967,758 from 989,168
Change-21,410 (-2%)
Value$100.6M (-$11.5M)
Filed 2026-10-26
Nisa Investment Advisors, LLC
DECREASED
Shares950,473 from 1,132,702
Change-182,229 (-16%)
Value$98.8M (-$29.5M)
Filed 2026-10-20
Kestra Advisory Services, LLC
INCREASED
Shares918,625 from 880,823
Change+37,802 (+4%)
Value$95.5M (-$4.3M)
Filed 2026-11-02
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares910,775 from 887,826
Change+22,949 (+3%)
Value$94.6M (-$5.9M)
Filed 2026-10-20
Glenview Trust Co
INCREASED
Shares887,944 from 887,496
Change+448 (+0%)
Value$92.3M (-$8.2M)
Filed 2026-10-28
Keybank National Association
DECREASED
Shares869,947 from 885,161
Change-15,214 (-2%)
Value$90.4M (-$9.8M)
Filed 2026-11-04
UniSuper Management Pty Ltd
DECREASED
Shares859,660 from 917,463
Change-57,803 (-6%)
Value$89.3M (-$14.6M)
Filed 2026-10-26
Xponance LLC
INCREASED
Shares856,735 from 805,607
Change+51,128 (+6%)
Value$89.0M (-$2.2M)
Filed 2026-11-03
Migdal Insurance & Financial Holdings Ltd.
INCREASED
Shares847,536 from 1,127
Change+846,409 (+75103%)
Value$88.1M (+$88.0M)
Filed 2026-11-09
Nykredit A/S
INCREASED
Shares843,509 from 801,462
Change+42,047 (+5%)
Value$87.7M (-$3.1M)
Filed 2026-11-06
Midwest Trust Co
INCREASED
Shares838,543 from 806,574
Change+31,969 (+4%)
Value$87.1M (-$4.2M)
Filed 2026-10-22
Uniting Wealth Partners, LLC
DECREASED
Shares790,369 from 791,983
Change-1,614 (0%)
Value$82.1M (-$7.6M)
Filed 2026-11-06
Eastern Bank
DECREASED
Shares783,561 from 896,633
Change-113,072 (-13%)
Value$81.4M (-$20.1M)
Filed 2026-10-05
Artemis Investment Management LLP
INCREASED
Shares779,272 from 513,555
Change+265,717 (+52%)
Value$81.0M (+$22.8M)
Filed 2026-10-08
Amalgamated Bank
DECREASED
Shares774,028 from 785,826
Change-11,798 (-1%)
Value$80.4K (-$88.9M)
Filed 2026-10-23
OP Asset Management Ltd
INCREASED
Shares760,618 from 590,216
Change+170,402 (+29%)
Value$79.0M (+$12.2M)
Filed 2026-11-05
Eurizon Capital SGR S.p.A.
DECREASED
Shares757,391 from 1,449,508
Change-692,117 (-48%)
Value$79.2M (-$85.5M)
Filed 2026-11-06
Ferguson Wellman Capital Management, Inc
INCREASED
Shares716,949 from 709,760
Change+7,189 (+1%)
Value$74.5M (-$5.9M)
Filed 2026-10-05
Meyer Handelman Co
DECREASED
Shares716,948 from 723,760
Change-6,812 (-1%)
Value$74.5M (-$7.5M)
Filed 2026-10-28
Everett Harris & Co
DECREASED
Shares712,785 from 717,790
Change-5,005 (-1%)
Value$74.1M (-$7.2M)
Filed 2026-10-28
Gateway Investment Advisers LLC
INCREASED
Shares702,672 from 683,106
Change+19,566 (+3%)
Value$73.0M (-$4.3M)
Filed 2026-10-13
Parnassus Investments, LLC
DECREASED
Shares695,966 from 704,428
Change-8,462 (-1%)
Value$72.3M (-$7.5M)
Filed 2026-10-22
Smith Chas P & Associates PA Cpas
DECREASED
Shares691,736 from 694,499
Change-2,763 (0%)
Value$82.2M (+$3.5M)
Filed 2026-10-22
Concurrent Investment Advisors, LLC
INCREASED
Shares674,480 from 638,924
Change+35,556 (+6%)
Value$70.1M (-$2.3M)
Filed 2026-10-16
Union Bancaire Privee, UBP SA
INCREASED
Shares661,862 from 615,489
Change+46,373 (+8%)
Value$76.2M (+$1.2M)
Filed 2026-11-04
Americana Partners, LLC
INCREASED
Shares656,531 from 559,418
Change+97,113 (+17%)
Value$68.2M (+$4.9M)
Filed 2026-10-28
Police & Firemen's Retirement System of New Jersey
DECREASED
Shares646,264 from 658,374
Change-12,110 (-2%)
Value$67.2M (-$7.4M)
Filed 2026-11-09
Wealthfront Advisers LLC
INCREASED
Shares638,664 from 620,690
Change+17,974 (+3%)
Value$66.4M (-$3.9M)
Filed 2026-11-09
Bahl & Gaynor LLC
DECREASED
Shares637,352 from 737,290
Change-99,938 (-14%)
Value$66.2M (-$17.3M)
Filed 2026-11-05
New York Life Investment Management LLC
INCREASED
Shares619,569 from 610,654
Change+8,915 (+1%)
Value$64.4M (-$4.8M)
Filed 2026-11-04
iA Global Asset Management Inc.
DECREASED
Shares617,645 from 727,876
Change-110,231 (-15%)
Value$64.2K (-$82.4M)
Filed 2026-10-29
UMB Bank, n.a.
DECREASED
Shares596,176 from 615,797
Change-19,621 (-3%)
Value$62.0M (-$7.8M)
Filed 2026-11-06
Greenwood Gearhart LLC
INCREASED
Shares591,590 from 581,561
Change+10,029 (+2%)
Value$61.5M (-$4.4M)
Filed 2026-11-02
MKP Capital Management, L.L.C.
NEW
Shares589,170
Change+589,170
Value$61.2M
Filed 2026-11-04
Henshaw Capital LLC
UNCHANGED
Shares587,385 from 587,385
Change0 (0%)
Value$61.0M (-$5.5M)
Filed 2026-11-03
Candriam S.C.A.
INCREASED
Shares578,099 from 519,128
Change+58,971 (+11%)
Value$60.3M (+$1.6M)
Filed 2026-11-03
Border to Coast Pensions Partnership Ltd
DECREASED
Shares577,987 from 631,922
Change-53,935 (-9%)
Value$60.0K (-$71.5M)
Filed 2026-10-09
Prime Capital Investment Advisors, LLC
DECREASED
Shares559,430 from 562,568
Change-3,138 (-1%)
Value$58.1M (-$5.6M)
Filed 2026-10-20
KCM Investment Advisors LLC
DECREASED
Shares552,012 from 556,905
Change-4,893 (-1%)
Value$57.4M (-$5.7M)
Filed 2026-10-27
Illinois Municipal Retirement Fund
DECREASED
Shares550,814 from 559,580
Change-8,766 (-2%)
Value$57.2M (-$6.1M)
Filed 2026-11-05
Factory Mutual Insurance Co
DECREASED
Shares549,226 from 552,126
Change-2,900 (-1%)
Value$57.1M (-$5.5M)
Filed 2026-10-30
Oregon Public Employees Retirement Fund
INCREASED
Shares547,884 from 539,054
Change+8,830 (+2%)
Value$56.9M (-$4.1M)
Filed 2026-10-30
OpenArc Corporate Advisory, LLC
INCREASED
Shares537,479 from 525,752
Change+11,727 (+2%)
Value$55.9M (-$3.7M)
Filed 2026-10-21
Vest Financial, LLC
INCREASED
Shares530,428 from 457,121
Change+73,307 (+16%)
Value$55.1M (+$3.3M)
Filed 2026-10-21
Danica Pension, Livsforsikringsaktieselskab
INCREASED
Shares529,377 from 460,427
Change+68,950 (+15%)
Value$55.0M (+$2.9M)
Filed 2026-11-09
Welch & Forbes LLC
INCREASED
Shares527,105 from 526,233
Change+872 (+0%)
Value$54.8M (-$4.8M)
Filed 2026-11-04
Louisiana State Employees Retirement System
DECREASED
Shares525,800 from 537,700
Change-11,900 (-2%)
Value$54.6M (-$6.3M)
Filed 2026-10-20
Fourpath Capital Management, LLC
DECREASED
Shares509,738 from 517,575
Change-7,837 (-2%)
Value$53.0M (-$5.6M)
Filed 2026-10-19
D.A. Davidson & Co.
INCREASED
Shares505,371 from 432,250
Change+73,121 (+17%)
Value$52.5M (+$3.6M)
Filed 2026-10-28
Crossmark Global Holdings, Inc.
INCREASED
Shares505,164 from 446,843
Change+58,321 (+13%)
Value$52.5M (+$1.9M)
Filed 2026-10-21
Central Trust Co
DECREASED
Shares502,828 from 505,931
Change-3,103 (-1%)
Value$52.3M (-$5.0M)
Filed 2026-11-05
Bokf, NA
DECREASED
Shares500,834 from 502,347
Change-1,513 (0%)
Value$52.0M (-$4.8M)
Filed 2026-10-27
Cullen T Bankers, Inc.
DECREASED
Shares495,729 from 511,092
Change-15,363 (-3%)
Value$51.5M (-$6.4M)
Filed 2026-10-28
Avanza Fonder AB
INCREASED
Shares488,900 from 439,736
Change+49,164 (+11%)
Value$50.8M (+$1.0M)
Filed 2026-10-13
Arlington Trust Co LLC
INCREASED
Shares481,038 from 4,482
Change+476,556 (+10633%)
Value$50.0M (+$49.5M)
Filed 2026-10-20
Kornitzer Capital Management Inc
INCREASED
Shares478,447 from 476,952
Change+1,495 (+0%)
Value$49.7M (-$4.3M)
Filed 2026-11-03
Compass Capital Management, Inc
INCREASED
Shares477,045 from 466,507
Change+10,538 (+2%)
Value$49.6M (-$3.3M)
Filed 2026-11-06
State of Alaska, Department of Revenue
DECREASED
Shares475,364 from 482,775
Change-7,411 (-2%)
Value$49.4K (-$54.6M)
Filed 2026-10-15
Pinnacle Associates LTD
DECREASED
Shares473,934 from 483,782
Change-9,848 (-2%)
Value$49.3M (-$5.5M)
Filed 2026-10-20
Heritage Investors Management Corp
INCREASED
Shares473,127 from 472,513
Change+614 (+0%)
Value$49.2K (-$53.5M)
Filed 2026-10-29
Vise Technologies, Inc.
INCREASED
Shares472,677 from 435,170
Change+37,507 (+9%)
Value$49.1M (-$166.8K)
Filed 2026-10-29
Mutual of America Capital Management LLC
DECREASED
Shares455,574 from 465,605
Change-10,031 (-2%)
Value$47.3M (-$5.4M)
Filed 2026-10-23
Merit Financial Group, LLC
INCREASED
Shares452,512 from 451,779
Change+733 (+0%)
Value$47.0M (-$4.1M)
Filed 2026-11-06
Apollon Wealth Management, LLC
INCREASED
Shares448,611 from 447,783
Change+828 (+0%)
Value$46.6M (-$4.1M)
Filed 2026-10-23
HB Wealth Management, LLC
INCREASED
Shares447,464 from 427,579
Change+19,885 (+5%)
Value$46.5M (-$1.9M)
Filed 2026-10-23
Oppenheimer & Co Inc
DECREASED
Shares445,135 from 486,171
Change-41,036 (-8%)
Value$46.3M (-$8.8M)
Filed 2026-10-26
Argent Trust Co
INCREASED
Shares445,060 from 443,169
Change+1,891 (+0%)
Value$46.3M (-$3.9M)
Filed 2026-11-09
Raiffeisen Bank International AG
INCREASED
Shares429,238 from 138,199
Change+291,039 (+211%)
Value$45.8M (+$30.0M)
Filed 2026-10-28
Yousif Capital Management, LLC
DECREASED
Shares421,310 from 422,536
Change-1,226 (0%)
Value$43.8M (-$4.1M)
Filed 2026-10-22
Legacy Capital Wealth Partners, LLC
DECREASED
Shares416,781 from 537,285
Change-120,504 (-22%)
Value$43.3M (-$17.5M)
Filed 2026-10-21
Farmers & Merchants Investments Inc
INCREASED
Shares409,071 from 405,094
Change+3,977 (+1%)
Value$42.5M (-$3.4M)
Filed 2026-10-22
Signature Estate & Investment Advisors LLC
INCREASED
Shares406,263 from 397,688
Change+8,575 (+2%)
Value$42.2M (-$2.8M)
Filed 2026-10-13
Virginia Retirement Systems ET Al
DECREASED
Shares405,451 from 700,251
Change-294,800 (-42%)
Value$42.1M (-$37.2M)
Filed 2026-10-28
National Mutual Insurance Federation of Agricultural Cooperatives
INCREASED
Shares404,100 from 339,100
Change+65,000 (+19%)
Value$42.0M (+$3.6M)
Filed 2026-10-28
Exchange Traded Concepts, LLC
INCREASED
Shares400,690 from 362,664
Change+38,026 (+10%)
Value$41.6M (+$564.4K)
Filed 2026-10-28
Oakworth Capital, Inc.
INCREASED
Shares399,917 from 398,156
Change+1,761 (+0%)
Value$41.6M (-$2.9M)
Filed 2026-10-26
Kestra Private Wealth Services, LLC
DECREASED
Shares397,801 from 405,349
Change-7,548 (-2%)
Value$41.3M (-$4.6M)
Filed 2026-11-06
Davenport & Co LLC
INCREASED
Shares394,026 from 391,955
Change+2,071 (+1%)
Value$40.9M (-$3.4M)
Filed 2026-10-14
Northeast Investment Management
INCREASED
Shares392,768 from 391,940
Change+828 (+0%)
Value$40.8M (-$3.6M)
Filed 2026-10-30
Gradient Investments LLC
INCREASED
Shares390,716 from 387,784
Change+2,932 (+1%)
Value$40.6M (-$3.3M)
Filed 2026-10-08
Chilton Capital Management LLC
INCREASED
Shares387,628 from 380,462
Change+7,166 (+2%)
Value$40.3M (-$2.8M)
Filed 2026-10-28
Clearstead Advisors, LLC
INCREASED
Shares386,234 from 382,536
Change+3,698 (+1%)
Value$40.1M (-$3.2M)
Filed 2026-11-06
Covea Finance
DECREASED
Shares385,810 from 533,610
Change-147,800 (-28%)
Value$40.1M (-$20.3M)
Filed 2026-10-21
Farther Finance Advisors, LLC
INCREASED
Shares379,489 from 355,814
Change+23,675 (+7%)
Value$39.4M (-$871.4K)
Filed 2026-10-08
Badgley Phelps Wealth Managers, LLC
DECREASED
Shares376,180 from 387,161
Change-10,981 (-3%)
Value$39.1M (-$4.8M)
Filed 2026-10-22
Assetmark, Inc
INCREASED
Shares375,638 from 364,801
Change+10,837 (+3%)
Value$39.0M (-$2.3M)
Filed 2026-10-21
Heritage Wealth Advisors
DECREASED
Shares370,657 from 375,055
Change-4,398 (-1%)
Value$38.5M (-$4.0M)
Filed 2026-11-09
Natixis
NEW
Shares368,262
Change+368,262
Value$38.3M
Filed 2026-11-06
Mizuho Securities USA LLC
INCREASED
Shares363,902 from 343,221
Change+20,681 (+6%)
Value$38.2M (-$700.7K)
Filed 2026-11-09
Allworth Financial LP
INCREASED
Shares361,841 from 340,091
Change+21,750 (+6%)
Value$41.0M (+$2.5M)
Filed 2026-11-06
MGO One Seven LLC
DECREASED
Shares356,797 from 366,684
Change-9,887 (-3%)
Value$37.1M (-$4.5M)
Filed 2026-10-28
ABN Amro Investment Solutions
INCREASED
Shares353,734 from 273,242
Change+80,492 (+29%)
Value$36.8M (+$5.8M)
Filed 2026-10-21
Montrusco Bolton Investments Inc.
INCREASED
Shares352,732 from 292,798
Change+59,934 (+20%)
Value$36.7M (+$3.5M)
Filed 2026-10-13
Sapient Capital LLC
DECREASED
Shares349,184 from 351,272
Change-2,088 (-1%)
Value$36.3M (-$3.5M)
Filed 2026-10-08
J. Safra Sarasin Holding AG
DECREASED
Shares347,660 from 384,398
Change-36,738 (-10%)
Value$39.5M (-$5.8M)
Filed 2026-10-26
Profund Advisors LLC
DECREASED
Shares343,690 from 370,547
Change-26,857 (-7%)
Value$35.7M (-$6.3M)
Filed 2026-10-29
OFI Invest Asset Management
DECREASED
Shares343,312 from 993,252
Change-649,940 (-65%)
Value$31.8M (-$67.0M)
Filed 2026-11-06
Gulf International Bank (UK) Ltd
UNCHANGED
Shares339,374 from 339,374
Change0 (0%)
Value$35.3K (-$38.4M)
Filed 2026-10-20
Savant Capital, LLC
DECREASED
Shares337,255 from 457,892
Change-120,637 (-26%)
Value$35.0M (-$19.1M)
Filed 2026-11-06
One Way Holdings LLC
INCREASED
Shares328,769 from 316,035
Change+12,734 (+4%)
Value$34.2M (-$1.6M)
Filed 2026-10-29
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares327,374 from 339,523
Change-12,149 (-4%)
Value$34.0M (-$4.4M)
Filed 2026-10-05
Intech Investment Management LLC
DECREASED
Shares326,215 from 351,263
Change-25,048 (-7%)
Value$33.9M (-$5.9M)
Filed 2026-11-09
Howland Capital Management LLC
DECREASED
Shares326,011 from 333,860
Change-7,849 (-2%)
Value$33.9M (-$3.9M)
Filed 2026-10-22
Salem Investment Counselors Inc
INCREASED
Shares324,878 from 323,807
Change+1,071 (+0%)
Value$33.8M (-$2.9M)
Filed 2026-10-13
Brookstone Capital Management
INCREASED
Shares318,801 from 300,866
Change+17,935 (+6%)
Value$33.1M (-$946.3K)
Filed 2026-10-22
B. Metzler seel. Sohn & Co. AG
DECREASED
Shares310,858 from 315,661
Change-4,803 (-2%)
Value$32.3M (-$3.4M)
Filed 2026-10-30
Tokio Marine Asset Management Co LTD
INCREASED
Shares310,131 from 305,487
Change+4,644 (+2%)
Value$32.2M (-$2.4M)
Filed 2026-10-26
Prospera Financial Services Inc
DECREASED
Shares305,169 from 437,836
Change-132,667 (-30%)
Value$37.7M (-$11.9M)
Filed 2026-11-04
Venture Visionary Partners LLC
INCREASED
Shares302,937 from 235,341
Change+67,596 (+29%)
Value$31.5M (+$4.8M)
Filed 2026-10-07
Asset Advisors Investment Management, LLC
DECREASED
Shares295,802 from 300,439
Change-4,637 (-2%)
Value$30.7M (-$3.3M)
Filed 2026-10-19
Coleford Investment Management Ltd.
DECREASED
Shares293,030 from 293,310
Change-280 (0%)
Value$30.5M (-$2.8M)
Filed 2026-11-09
Compagnie Lombard Odier SCmA
INCREASED
Shares289,438 from 176,512
Change+112,926 (+64%)
Value$30.1M (+$10.1M)
Filed 2026-11-04
Cornerstone Advisors, LLC
DECREASED
Shares287,787 from 315,835
Change-28,048 (-9%)
Value$29.9M (-$5.9M)
Filed 2026-11-06
Washington Trust Co
DECREASED
Shares282,041 from 284,641
Change-2,600 (-1%)
Value$29.3M (-$2.9M)
Filed 2026-10-22
Park Avenue Securities LLC
INCREASED
Shares277,375 from 274,907
Change+2,468 (+1%)
Value$28.8K (-$31.1M)
Filed 2026-10-26
SouthState Bank Corp
INCREASED
Shares273,907 from 270,801
Change+3,106 (+1%)
Value$28.5M (-$2.2M)
Filed 2026-11-09
New Wave Wealth Advisors LLC
DECREASED
Shares273,640 from 273,929
Change-289 (0%)
Value$30.7M (-$300.9K)
Filed 2026-10-19
Cullen Investment Group, Ltd.
DECREASED
Shares271,702 from 278,912
Change-7,210 (-3%)
Value$30.7M (-$868.7K)
Filed 2026-10-13
Aware Super Pty Ltd as trustee of Aware Super
NEW
Shares270,485
Change+270,485
Value$28.1M
Filed 2026-10-30
Capital Investment Counsel, Inc
DECREASED
Shares269,068 from 269,976
Change-908 (0%)
Value$28.0M (-$2.6M)
Filed 2026-10-20
Maryland State Retirement & Pension System
INCREASED
Shares268,063 from 236,361
Change+31,702 (+13%)
Value$27.9M (+$1.1M)
Filed 2026-11-05
BI Asset Management Fondsmaeglerselskab A/S
DECREASED
Shares266,280 from 686,398
Change-420,118 (-61%)
Value$27.7K (-$77.7M)
Filed 2026-10-22
Absher Wealth Management, LLC
INCREASED
Shares262,892 from 236,429
Change+26,463 (+11%)
Value$27.3M (+$541.7K)
Filed 2026-11-02
Moors & Cabot, Inc.
INCREASED
Shares262,243 from 255,362
Change+6,881 (+3%)
Value$27.3M (-$1.7M)
Filed 2026-11-06
J.W. Cole Advisors, Inc.
INCREASED
Shares261,924 from 246,331
Change+15,593 (+6%)
Value$27.2M (-$680.4K)
Filed 2026-11-05
Tctc Holdings, LLC
INCREASED
Shares261,743 from 261,703
Change+40 (+0%)
Value$27.2M (-$2.4M)
Filed 2026-11-02
Westchester Capital Management, Inc.
INCREASED
Shares259,143 from 245,533
Change+13,610 (+6%)
Value$26.9M (-$878.9K)
Filed 2026-10-23
Wesbanco Bank Inc
DECREASED
Shares258,910 from 309,865
Change-50,955 (-16%)
Value$26.9M (-$8.2M)
Filed 2026-11-04
Atwood & Palmer Inc
DECREASED
Shares251,626 from 254,376
Change-2,750 (-1%)
Value$26.1M (-$2.7M)
Filed 2026-10-08
Segment Wealth Management, LLC
DECREASED
Shares251,060 from 253,512
Change-2,452 (-1%)
Value$26.1M (-$2.6M)
Filed 2026-10-26
Community Trust & Investment Co
INCREASED
Shares250,557 from 243,690
Change+6,867 (+3%)
Value$26.0M (-$1.6M)
Filed 2026-10-15
Marco Investment Management LLC
DECREASED
Shares248,953 from 252,796
Change-3,843 (-2%)
Value$25.9M (-$2.8M)
Filed 2026-11-09
Daymark Wealth Partners, LLC
INCREASED
Shares248,137 from 223,260
Change+24,877 (+11%)
Value$25.8M (+$500.0K)
Filed 2026-11-04
American National Bank & Trust
DECREASED
Shares246,566 from 259,611
Change-13,045 (-5%)
Value$25.6M (-$3.8M)
Filed 2026-10-07
Ritholtz Wealth Management
DECREASED
Shares243,638 from 246,087
Change-2,449 (-1%)
Value$25.3M (-$2.6M)
Filed 2026-11-05
Florida Trust Wealth Management Co
INCREASED
Shares240,941 from 217,359
Change+23,582 (+11%)
Value$25.0M (+$420.5K)
Filed 2026-11-05
Mesirow Financial Investment Management, Inc.
INCREASED
Shares238,672 from 235,308
Change+3,364 (+1%)
Value$24.8M (-$1.8M)
Filed 2026-11-05
Hartford Investment Management Co
DECREASED
Shares238,645 from 242,464
Change-3,819 (-2%)
Value$24.8M (-$2.7M)
Filed 2026-11-04
Atria Investments, Inc
DECREASED
Shares231,938 from 232,581
Change-643 (0%)
Value$24.1M (-$2.2M)
Filed 2026-10-15
Triglav Investments, D.O.O.
DECREASED
Shares231,307 from 302,939
Change-71,632 (-24%)
Value$24.0M (-$10.3M)
Filed 2026-11-06
Cornerstone Wealth Management, LLC
INCREASED
Shares230,682 from 186,618
Change+44,064 (+24%)
Value$24.0M (+$2.8M)
Filed 2026-11-04
Cutler Investment Counsel LLC
INCREASED
Shares228,648 from 217,092
Change+11,556 (+5%)
Value$23.8M (-$826.7K)
Filed 2026-10-28
Parthenon LLC
DECREASED
Shares224,946 from 225,415
Change-469 (0%)
Value$23.4M (-$2.2M)
Filed 2026-10-22
Montag A & Associates Inc
DECREASED
Shares223,484 from 230,764
Change-7,280 (-3%)
Value$23.2M (-$2.9M)
Filed 2026-10-29
First National Trust Co
DECREASED
Shares223,001 from 240,106
Change-17,105 (-7%)
Value$23.2M (-$4.0M)
Filed 2026-10-28
Tompkins Financial Corp
DECREASED
Shares222,059 from 225,125
Change-3,066 (-1%)
Value$23.1M (-$2.4M)
Filed 2026-10-05
Fifth Third Wealth Advisors LLC
INCREASED
Shares220,628 from 212,044
Change+8,584 (+4%)
Value$22.9M (-$1.1M)
Filed 2026-10-22
Citizens Financial Group Inc
DECREASED
Shares218,974 from 223,983
Change-5,009 (-2%)
Value$22.8M (-$2.6M)
Filed 2026-10-23
Richard C. Young & Co., Ltd.
DECREASED
Shares218,829 from 220,278
Change-1,449 (-1%)
Value$22.7M (-$2.2M)
Filed 2026-11-04
New Mexico Educational Retirement Board
UNCHANGED
Shares218,079 from 218,079
Change0 (0%)
Value$22.7K (-$24.7M)
Filed 2026-11-05
Patten & Patten Inc
INCREASED
Shares216,758 from 215,034
Change+1,724 (+1%)
Value$22.5M (-$1.8M)
Filed 2026-10-26
Strategic Planning Group, LLC
INCREASED
Shares216,411 from 205,911
Change+10,500 (+5%)
Value$22.5M (-$832.0K)
Filed 2026-10-22
Nemes Rush Group LLC
INCREASED
Shares216,124 from 214,717
Change+1,407 (+1%)
Value$22.5M (-$1.9M)
Filed 2026-11-04
Aegon Asset Management UK PLC
DECREASED
Shares214,337 from 283,681
Change-69,344 (-24%)
Value$22.3M (-$9.9M)
Filed 2026-11-04
Ag2r LA Mondiale Gestion D'actifs
INCREASED
Shares213,394 from 192,750
Change+20,644 (+11%)
Value$22.2M (+$345.0K)
Filed 2026-10-26
Oakmont Corp
DECREASED
Shares211,790 from 229,107
Change-17,317 (-8%)
Value$22.0M (-$3.9M)
Filed 2026-11-09
Y-Intercept (Hong Kong) Ltd
INCREASED
Shares211,640 from 193,722
Change+17,918 (+9%)
Value$22.0M (+$52.7K)
Filed 2026-10-16
Davidson Investment Advisors
DECREASED
Shares210,046 from 214,078
Change-4,032 (-2%)
Value$21.8M (-$2.4M)
Filed 2026-10-20
Edge Wealth Management LLC
INCREASED
Shares208,327 from 208,255
Change+72 (+0%)
Value$21.8M (-$1.8M)
Filed 2026-10-13
Adell Harriman & Carpenter Inc
INCREASED
Shares205,831 from 201,654
Change+4,177 (+2%)
Value$21.4M (-$1.4M)
Filed 2026-11-02
First Horizon Corp
DECREASED
Shares204,743 from 206,958
Change-2,215 (-1%)
Value$21.3M (-$2.2M)
Filed 2026-10-26
Simplicity Wealth,LLC
INCREASED
Shares204,504 from 184,119
Change+20,385 (+11%)
Value$21.3M (+$398.8K)
Filed 2026-10-23
Oppenheimer Asset Management Inc.
INCREASED
Shares200,682 from 195,790
Change+4,892 (+3%)
Value$20.9M (-$1.3M)
Filed 2026-10-27
China Universal Asset Management Co., Ltd.
INCREASED
Shares198,226 from 189,706
Change+8,520 (+4%)
Value$21.2M (-$315.6K)
Filed 2026-10-28
Leavell Investment Management, Inc.
INCREASED
Shares197,559 from 195,861
Change+1,698 (+1%)
Value$20.5M (-$1.7M)
Filed 2026-11-09
Thoroughbred Financial Services, LLC
INCREASED
Shares193,674 from 191,907
Change+1,767 (+1%)
Value$20.1K (-$21.7M)
Filed 2026-11-09
Abner Herrman & Brock LLC
DECREASED
Shares193,315 from 198,968
Change-5,653 (-3%)
Value$20.1K (-$2.4K)
Filed 2026-10-20
Letko, Brosseau & Associates Inc
DECREASED
Shares192,436 from 195,046
Change-2,610 (-1%)
Value$20.0M (-$2.1M)
Filed 2026-11-06
Modera Wealth Management, LLC
INCREASED
Shares192,275 from 187,967
Change+4,308 (+2%)
Value$20.0M (-$1.3M)
Filed 2026-10-28
Ethic Inc.
INCREASED
Shares190,101 from 170,782
Change+19,319 (+11%)
Value$19.8M (+$412.5K)
Filed 2026-11-03
Moran Wealth Management, LLC
INCREASED
Shares189,770 from 186,379
Change+3,391 (+2%)
Value$19.7M (-$1.4M)
Filed 2026-10-22
First American Bank
DECREASED
Shares188,460 from 192,306
Change-3,846 (-2%)
Value$19.6M (-$2.2M)
Filed 2026-10-27
Forbes J M & Co LLP
INCREASED
Shares187,271 from 185,909
Change+1,362 (+1%)
Value$19.5M (-$1.6M)
Filed 2026-10-16
Whitener Capital Management, Inc.
INCREASED
Shares186,057 from 185,044
Change+1,013 (+1%)
Value$19.3M (-$1.6M)
Filed 2026-10-15
First Nebraska Trust Co
DECREASED
Shares185,735 from 189,779
Change-4,044 (-2%)
Value$19.3M (-$2.2M)
Filed 2026-10-30
Carnegie Investment Counsel
DECREASED
Shares185,659 from 198,076
Change-12,417 (-6%)
Value$19.3M (-$3.1M)
Filed 2026-10-20
Choreo, LLC
DECREASED
Shares185,540 from 185,796
Change-256 (0%)
Value$19.3M (-$1.8M)
Filed 2026-10-28
Independent Financial Group, LLC
INCREASED
Shares185,498 from 158,800
Change+26,698 (+17%)
Value$19.3M (+$1.3M)
Filed 2026-10-13
AGF Management LTD
INCREASED
Shares185,071 from 154,688
Change+30,383 (+20%)
Value$19.2M (+$1.7M)
Filed 2026-11-03
Pittenger & Anderson Inc
INCREASED
Shares184,970 from 184,261
Change+709 (+0%)
Value$19.2M (-$1.6M)
Filed 2026-11-02
JB Capital LLC
INCREASED
Shares183,909 from 181,075
Change+2,834 (+2%)
Value$19.1M (-$1.4M)
Filed 2026-10-19
Payden & Rygel
INCREASED
Shares183,860 from 151,860
Change+32,000 (+21%)
Value$19.1K (-$17.2M)
Filed 2026-10-28
GW Henssler & Associates LTD
DECREASED
Shares183,816 from 184,996
Change-1,180 (-1%)
Value$19.1M (-$1.9M)
Filed 2026-10-26
Vontobel Holding Ltd.
DECREASED
Shares182,701 from 224,972
Change-42,271 (-19%)
Value$19.0M (-$6.5M)
Filed 2026-10-16
Great Valley Advisor Group, Inc.
INCREASED
Shares181,787 from 176,942
Change+4,845 (+3%)
Value$18.9M (-$1.1M)
Filed 2026-11-09
Allen Investment Management, LLC
INCREASED
Shares180,953 from 178,668
Change+2,285 (+1%)
Value$18.8M (-$1.4M)
Filed 2026-11-03
Calamos Wealth Management LLC
DECREASED
Shares180,672 from 181,893
Change-1,221 (-1%)
Value$18.8M (-$1.8M)
Filed 2026-11-02
Synergy Asset Management, LLC
NEW
Shares179,725
Change+179,725
Value$18.7M
Filed 2026-11-05
Ascent Group, LLC
DECREASED
Shares179,551 from 181,787
Change-2,236 (-1%)
Value$18.7M (-$1.9M)
Filed 2026-10-30
Level Four Advisory Services, LLC
DECREASED
Shares178,787 from 188,690
Change-9,903 (-5%)
Value$18.6M (-$2.8M)
Filed 2026-11-06
Guyasuta Investment Advisors Inc
INCREASED
Shares178,090 from 169,826
Change+8,264 (+5%)
Value$18.5M (-$727.3K)
Filed 2026-10-15
Meitav Investment House LTD
INCREASED
Shares178,090 from 177,961
Change+129 (+0%)
Value$18.5M (-$1.6M)
Filed 2026-10-28
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED
Shares176,721 from 177,246
Change-525 (0%)
Value$18.4M (-$1.7M)
Filed 2026-10-27
Cypress Funds LLC
DECREASED
Shares173,487 from 182,196
Change-8,709 (-5%)
Value$18.0M (-$2.6M)
Filed 2026-11-09
E. Ohman J:or Asset Management AB
INCREASED
Shares172,680 from 170,280
Change+2,400 (+1%)
Value$17.9M (-$1.3M)
Filed 2026-10-22
Lynch & Associates
DECREASED
Shares172,443 from 176,203
Change-3,760 (-2%)
Value$17.9M (-$2.0M)
Filed 2026-10-13
City Holding Co
DECREASED
Shares171,521 from 175,271
Change-3,750 (-2%)
Value$17.8M (-$2.0M)
Filed 2026-10-19
Cardinal Point Capital Management ULC
INCREASED
Shares170,966 from 159,441
Change+11,525 (+7%)
Value$17.8M (-$291.5K)
Filed 2026-10-21
Empirical Capital Management, LLC
UNCHANGED
Shares170,000 from 170,000
Change0 (0%)
Value$17.7K (-$19.2M)
Filed 2026-10-27
Parallel Advisors, LLC
INCREASED
Shares168,325 from 163,898
Change+4,427 (+3%)
Value$17.5M (-$1.1M)
Filed 2026-11-03
Mission Wealth Management, LP
DECREASED
Shares168,149 from 211,529
Change-43,380 (-21%)
Value$17.5M (-$6.5M)
Filed 2026-10-15
Coldstream Capital Management Inc
DECREASED
Shares167,588 from 173,715
Change-6,127 (-4%)
Value$17.4M (-$2.3M)
Filed 2026-11-09
Visionary Wealth Advisors
INCREASED
Shares167,565 from 167,459
Change+106 (+0%)
Value$17.4M (-$1.6M)
Filed 2026-11-04
Generali Asset Management SPA SGR
DECREASED
Shares166,862 from 178,280
Change-11,418 (-6%)
Value$17.3M (-$2.9M)
Filed 2026-10-26
Flossbach VON Storch SE
DECREASED
Shares165,010 from 176,957
Change-11,947 (-7%)
Value$17.1M (-$2.9M)
Filed 2026-10-28
Signaturefd, LLC
INCREASED
Shares163,464 from 162,445
Change+1,019 (+1%)
Value$17.0M (-$1.4M)
Filed 2026-10-23
Sagespring Wealth Partners, LLC
DECREASED
Shares162,928 from 185,085
Change-22,157 (-12%)
Value$16.9M (-$4.0M)
Filed 2026-10-22
Stackstone Wealth, LLC
NEW
Shares162,365
Change+162,365
Value$16.9M
Filed 2026-10-19
LMG Wealth Partners, LLC
INCREASED
Shares162,149 from 158,724
Change+3,425 (+2%)
Value$16.9M (-$1.1M)
Filed 2026-11-05
American Assets Investment Management, LLC
UNCHANGED
Shares162,000 from 162,000
Change0 (0%)
Value$16.8M (-$1.5M)
Filed 2026-10-30
Trust Co of Vermont
INCREASED
Shares160,066 from 159,275
Change+791 (+1%)
Value$16.6M (-$1.4M)
Filed 2026-10-21
PKO Investment Management Joint-Stock Co
INCREASED
Shares160,000 from 140,000
Change+20,000 (+14%)
Value$16.6M (+$770.8K)
Filed 2026-10-19
Bellecapital International Ltd.
INCREASED
Shares159,936 from 158,099
Change+1,837 (+1%)
Value$16.6M (-$1.3M)
Filed 2026-10-21
Simplex Trading, LLC
INCREASED
Shares158,780 from 21,221
Change+137,559 (+648%)
Value$16.5M (+$14.1M)
Filed 2026-11-04
Cardinal Capital Management
INCREASED
Shares157,935 from 153,893
Change+4,042 (+3%)
Value$16.4M (-$1.0M)
Filed 2026-10-21
Axxcess Wealth Management, LLC
DECREASED
Shares157,677 from 242,329
Change-84,652 (-35%)
Value$16.4M (-$11.1M)
Filed 2026-10-21
Physicians Financial Services, Inc.
DECREASED
Shares156,367 from 157,447
Change-1,080 (-1%)
Value$16.3K (-$17.8M)
Filed 2026-11-04
HUB Investment Partners, LLC
DECREASED
Shares155,442 from 252,054
Change-96,612 (-38%)
Value$16.2M (-$12.4M)
Filed 2026-11-03
IFP Advisors, Inc
INCREASED
Shares155,276 from 154,200
Change+1,076 (+1%)
Value$16.1M (-$1.3M)
Filed 2026-10-16
Meridian Wealth Management, LLC
DECREASED
Shares155,212 from 157,755
Change-2,543 (-2%)
Value$16.1M (-$1.7M)
Filed 2026-11-05
GHP Investment Advisors, Inc.
DECREASED
Shares155,137 from 156,934
Change-1,797 (-1%)
Value$16.1M (-$1.7M)
Filed 2026-10-15
Foster Victor Wealth Advisors, LLC
INCREASED
Shares154,397 from 148,628
Change+5,769 (+4%)
Value$18.3M (+$1.4M)
Filed 2026-10-21
Atwater Malick LLC
DECREASED
Shares153,985 from 154,500
Change-515 (0%)
Value$16.0M (-$1.5M)
Filed 2026-10-15
AlphaCore Capital LLC
INCREASED
Shares153,815 from 150,537
Change+3,278 (+2%)
Value$16.0M (-$1.1M)
Filed 2026-11-04
ARS Wealth Advisors Group, LLC
INCREASED
Shares151,979 from 151,889
Change+90 (+0%)
Value$15.8M (-$1.4M)
Filed 2026-10-16
Cullinan Associates Inc
INCREASED
Shares150,800 from 143,088
Change+7,712 (+5%)
Value$15.7M (-$534.9K)
Filed 2026-11-03
Mather Group, Llc.
INCREASED
Shares150,648 from 107,409
Change+43,239 (+40%)
Value$15.7M (+$3.5M)
Filed 2026-10-14
BAR Harbor Wealth Management
DECREASED
Shares149,963 from 150,791
Change-828 (-1%)
Value$15.6M (-$1.5M)
Filed 2026-10-21
Heritage Trust Co
INCREASED
Shares149,496 from 147,739
Change+1,757 (+1%)
Value$15.5M (-$1.2M)
Filed 2026-11-09
VestGen Advisors, LLC
DECREASED
Shares149,466 from 164,218
Change-14,752 (-9%)
Value$15.5M (-$3.1M)
Filed 2026-10-27
Gamma Investing LLC
INCREASED
Shares149,412 from 146,221
Change+3,191 (+2%)
Value$15.5M (-$1.0M)
Filed 2026-10-08
NorthCrest Asset Manangement, LLC
INCREASED
Shares149,120 from 38,057
Change+111,063 (+292%)
Value$16.5M (+$12.2M)
Filed 2026-10-13
Capital Investment Advisors, LLC
DECREASED
Shares148,638 from 149,541
Change-903 (-1%)
Value$15.4M (-$1.5M)
Filed 2026-10-22
Marietta Wealth Management, LLC
DECREASED
Shares148,249 from 148,566
Change-317 (0%)
Value$17.2M (+$394.0K)
Filed 2026-10-22
Wespac Advisors SoCal, LLC
DECREASED
Shares147,022 from 147,846
Change-824 (-1%)
Value$15.3M (-$1.5M)
Filed 2026-10-13
Howard Capital Management, LLC
DECREASED
Shares146,656 from 147,059
Change-403 (0%)
Value$15.2M (-$1.4M)
Filed 2026-10-16
Cadinha & Co LLC
DECREASED
Shares146,650 from 149,943
Change-3,293 (-2%)
Value$15.2M (-$1.7M)
Filed 2026-10-22
Nippon Life Global Investors Americas, Inc.
INCREASED
Shares145,140 from 11,470
Change+133,670 (+1165%)
Value$15.1M (+$13.8M)
Filed 2026-10-29
TLW Wealth Management, LLC
INCREASED
Shares142,270 from 140,654
Change+1,616 (+1%)
Value$14.8M (-$1.1M)
Filed 2026-10-27
LBP AM SA
NEW
Shares141,246
Change+141,246
Value$14.7M
Filed 2026-11-06
Buck Wealth Strategies, LLC
INCREASED
Shares140,603 from 121,253
Change+19,350 (+16%)
Value$14.6M (+$878.3K)
Filed 2026-10-28
First Citizens Bank & Trust Co
INCREASED
Shares140,542 from 115,176
Change+25,366 (+22%)
Value$14.6M (+$1.6M)
Filed 2026-10-14
Marble Harbor Investment Counsel, LLC
DECREASED
Shares140,490 from 141,839
Change-1,349 (-1%)
Value$14.6M (-$1.5M)
Filed 2026-11-06
First Merchants Corp
DECREASED
Shares139,940 from 147,461
Change-7,521 (-5%)
Value$14.5M (-$2.2M)
Filed 2026-10-15
Clifford Swan Investment Counsel LLC
DECREASED
Shares139,532 from 140,660
Change-1,128 (-1%)
Value$14.5M (-$1.4M)
Filed 2026-11-05
Woodstock Corp
INCREASED
Shares139,432 from 139,348
Change+84 (+0%)
Value$14.5M (-$1.3M)
Filed 2026-10-13
Griffin Asset Management, Inc.
DECREASED
Shares138,652 from 139,661
Change-1,009 (-1%)
Value$14.4M (-$1.4M)
Filed 2026-10-22
Congress Asset Management Co
DECREASED
Shares138,293 from 142,051
Change-3,758 (-3%)
Value$14.4M (-$1.7M)
Filed 2026-10-06
King Wealth Management Group
INCREASED
Shares138,265 from 136,003
Change+2,262 (+2%)
Value$14.4K (-$15.4M)
Filed 2026-11-09
Waters Parkerson & Co., LLC
DECREASED
Shares138,045 from 140,826
Change-2,781 (-2%)
Value$14.3M (-$1.6M)
Filed 2026-11-04
TMB Capital Partners, LLC
DECREASED
Shares137,836 from 138,072
Change-236 (0%)
Value$14.3M (-$1.3M)
Filed 2026-10-20
Enclave Advisors LLC
DECREASED
Shares137,138 from 145,613
Change-8,475 (-6%)
Value$14.3M (-$2.2M)
Filed 2026-10-14
Motco
INCREASED
Shares136,414 from 135,626
Change+788 (+1%)
Value$14.2M (-$1.2M)
Filed 2026-11-09
Cypress Capital Group
DECREASED
Shares135,949 from 145,380
Change-9,431 (-6%)
Value$14.1M (-$2.3M)
Filed 2026-11-03
Wedbush Securities Inc
INCREASED
Shares135,772 from 132,682
Change+3,090 (+2%)
Value$14.1K (-$15.0M)
Filed 2026-10-22
Dynamic Advisor Solutions LLC
DECREASED
Shares135,706 from 139,195
Change-3,489 (-3%)
Value$14.1M (-$1.7M)
Filed 2026-10-13
Hamel Associates, Inc.
DECREASED
Shares135,555 from 137,247
Change-1,692 (-1%)
Value$14.1M (-$1.4M)
Filed 2026-11-06
JGP Wealth Management, LLC
INCREASED
Shares135,219 from 131,657
Change+3,562 (+3%)
Value$14.1M (-$859.5K)
Filed 2026-10-13
North Dakota State Investment Board
INCREASED
Shares134,442 from 129,371
Change+5,071 (+4%)
Value$14.0M (-$681.3K)
Filed 2026-10-27
Walker Asset Management, LLC
INCREASED
Shares133,878 from 132,499
Change+1,379 (+1%)
Value$13.9M (-$1.1M)
Filed 2026-10-13
Ascent Wealth Partners, LLC
INCREASED
Shares132,750 from 131,736
Change+1,014 (+1%)
Value$13.8M (-$1.1M)
Filed 2026-10-23
Quadrant Capital Group LLC
DECREASED
Shares132,173 from 133,735
Change-1,562 (-1%)
Value$14.8M (-$306.4K)
Filed 2026-10-20
Lyell Wealth Management, LP
INCREASED
Shares132,134 from 129,683
Change+2,451 (+2%)
Value$13.7M (-$956.5K)
Filed 2026-10-30
Sowell Financial Services LLC
DECREASED
Shares131,973 from 134,295
Change-2,322 (-2%)
Value$13.7M (-$1.5M)
Filed 2026-10-23
Community Bank & Trust, Waco, Texas
INCREASED
Shares130,379 from 109,647
Change+20,732 (+19%)
Value$13.5K (-$12.4M)
Filed 2026-10-19
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
INCREASED
Shares129,657 from 117,226
Change+12,431 (+11%)
Value$13.5M (+$196.9K)
Filed 2026-10-22
Krilogy Financial LLC
DECREASED
Shares129,215 from 143,183
Change-13,968 (-10%)
Value$14.6M (-$1.6M)
Filed 2026-10-13
James Investment Research, Inc.
DECREASED
Shares129,008 from 134,584
Change-5,576 (-4%)
Value$13.4M (-$1.8M)
Filed 2026-10-22
LS Investment Advisors, LLC
DECREASED
Shares128,697 from 135,870
Change-7,173 (-5%)
Value$13.4M (-$2.0M)
Filed 2026-10-13
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
UNCHANGED
Shares128,052 from 128,052
Change0 (0%)
Value$13.3M (-$1.2M)
Filed 2026-11-09
Toth Financial Advisory Corp
DECREASED
Shares127,544 from 129,229
Change-1,685 (-1%)
Value$13.3M (-$1.4M)
Filed 2026-10-08
WealthPlan Investment Management, LLC
DECREASED
Shares127,448 from 137,070
Change-9,622 (-7%)
Value$13.2M (-$2.3M)
Filed 2026-10-15
Franklin Street Advisors Inc
DECREASED
Shares125,676 from 145,952
Change-20,276 (-14%)
Value$13.1M (-$3.5M)
Filed 2026-10-13
Pinnacle Wealth Management Advisory Group, LLC
DECREASED
Shares125,398 from 132,727
Change-7,329 (-6%)
Value$13.0M (-$2.0M)
Filed 2026-10-23
Integrity Alliance, Llc.
DECREASED
Shares125,079 from 155,750
Change-30,671 (-20%)
Value$13.0M (-$4.6M)
Filed 2026-10-29
Ldic Inc.
INCREASED
Shares124,211 from 105,978
Change+18,233 (+17%)
Value$12.9M (+$904.9K)
Filed 2026-10-14
AlTi Global, Inc.
DECREASED
Shares123,310 from 135,498
Change-12,188 (-9%)
Value$12.8M (-$2.5M)
Filed 2026-11-09
WoodTrust Financial Corp
DECREASED
Shares123,070 from 123,573
Change-503 (0%)
Value$12.8K (-$14.0M)
Filed 2026-10-09
McGuire Investment Group, LLC
INCREASED
Shares122,776 from 121,811
Change+965 (+1%)
Value$12.8M (-$1.0M)
Filed 2026-10-23
Adams Diversified Equity Fund, Inc.
DECREASED
Shares122,743 from 299,043
Change-176,300 (-59%)
Value$12.8M (-$21.1M)
Filed 2026-10-21
NBT Bank, N.A.
INCREASED
Shares121,922 from 121,703
Change+219 (+0%)
Value$12.7M (-$1.1M)
Filed 2026-10-21
Praxis Investment Management Inc
UNCHANGED
Shares121,850 from 121,850
Change0 (0%)
Value$12.7K (-$13.8M)
Filed 2026-11-03
Alps Advisors Inc
DECREASED
Shares121,118 from 163,940
Change-42,822 (-26%)
Value$12.6M (-$6.0M)
Filed 2026-11-03
Valicenti Advisory Services Inc
INCREASED
Shares120,770 from 119,795
Change+975 (+1%)
Value$12.6K (-$1.0K)
Filed 2026-10-23
Hantz Financial Services, Inc.
INCREASED
Shares120,491 from 116,828
Change+3,663 (+3%)
Value$12.5K (-$13.2M)
Filed 2026-11-09
Perigon Wealth Management, LLC
DECREASED
Shares120,063 from 143,878
Change-23,815 (-17%)
Value$12.5M (-$3.8M)
Filed 2026-10-22
Park National Corp
INCREASED
Shares119,865 from 31,303
Change+88,562 (+283%)
Value$12.5M (+$8.9M)
Filed 2026-10-05
Elyxium Wealth, LLC
INCREASED
Shares119,734 from 119,670
Change+64 (+0%)
Value$12.4M (-$1.1M)
Filed 2026-10-27
Confluence Wealth Services, Inc.
INCREASED
Shares119,722 from 114,714
Change+5,008 (+4%)
Value$12.4M (-$550.9K)
Filed 2026-11-05
Burney Co/
DECREASED
Shares119,545 from 124,107
Change-4,562 (-4%)
Value$12.4M (-$1.6M)
Filed 2026-10-15
Canada Post Corp Registered Pension Plan
DECREASED
Shares117,815 from 137,746
Change-19,931 (-14%)
Value$12.6M (-$3.0M)
Filed 2026-11-09
Community Financial Services Group, LLC
DECREASED
Shares117,301 from 119,872
Change-2,571 (-2%)
Value$12.2M (-$814.7K)
Filed 2026-10-15
IFG Advisory, LLC
INCREASED
Shares117,003 from 109,067
Change+7,936 (+7%)
Value$12.2M (-$194.0K)
Filed 2026-11-09
Clear Trail Advisors, LLC
DECREASED
Shares116,561 from 123,555
Change-6,994 (-6%)
Value$12.1M (-$1.9M)
Filed 2026-10-20
Laurel Wealth Advisors LLC
INCREASED
Shares116,375 from 115,206
Change+1,169 (+1%)
Value$12.1M (-$954.5K)
Filed 2026-10-27
Securian Asset Management, Inc
DECREASED
Shares115,761 from 116,497
Change-736 (-1%)
Value$12.0M (-$1.3M)
Filed 2026-11-06
Jacobi Capital Management LLC
INCREASED
Shares115,388 from 114,565
Change+823 (+1%)
Value$12.0M (-$984.5K)
Filed 2026-11-05
LEE Danner & Bass Inc
DECREASED
Shares115,382 from 116,785
Change-1,403 (-1%)
Value$12.0M (-$1.2M)
Filed 2026-10-27
Monarch Capital Management Inc
DECREASED
Shares114,395 from 114,462
Change-67 (0%)
Value$11.9M (-$1.1M)
Filed 2026-10-19
Sigma Planning Corp
DECREASED
Shares114,370 from 117,735
Change-3,365 (-3%)
Value$11.9M (-$1.5M)
Filed 2026-10-23
Gilliland Jeter Wealth Management LLC
DECREASED
Shares113,896 from 114,953
Change-1,057 (-1%)
Value$11.8M (-$1.2M)
Filed 2026-10-28
RFG Advisory, LLC
INCREASED
Shares113,431 from 103,885
Change+9,546 (+9%)
Value$11.8M (+$21.7K)
Filed 2026-11-03
Aberdeen Group plc
DECREASED
Shares113,409 from 3,570,595
Change-3,457,186 (-97%)
Value$23.1M (-$381.3M)
Filed 2026-11-06
Greenleaf Trust
DECREASED
Shares113,357 from 116,166
Change-2,809 (-2%)
Value$11.8M (-$1.4M)
Filed 2026-10-29
Nixon Peabody Trust Co
DECREASED
Shares113,042 from 113,571
Change-529 (0%)
Value$11.7M (-$1.1M)
Filed 2026-10-23
Spire Wealth Management
DECREASED
Shares112,502 from 141,149
Change-28,647 (-20%)
Value$11.7M (-$4.3M)
Filed 2026-10-30
First National Bank of Mount Dora, Trust Investment Services
INCREASED
Shares112,329 from 82,271
Change+30,058 (+37%)
Value$11.7M (+$2.4M)
Filed 2026-10-21
Diversified Trust Co
DECREASED
Shares112,291 from 114,193
Change-1,902 (-2%)
Value$11.7M (-$1.3M)
Filed 2026-11-06
Harrell Investment Partners, LLC
INCREASED
Shares111,971 from 110,729
Change+1,242 (+1%)
Value$11.6M (-$905.1K)
Filed 2026-10-15
Valeo Financial Advisors, LLC
INCREASED
Shares111,921 from 110,565
Change+1,356 (+1%)
Value$11.6M (-$891.5K)
Filed 2026-10-08
Carret Asset Management, LLC
DECREASED
Shares111,647 from 112,041
Change-394 (0%)
Value$11.6M (-$1.1M)
Filed 2026-11-04
YHB Investment Advisors, Inc.
INCREASED
Shares111,309 from 107,297
Change+4,012 (+4%)
Value$11.6M (-$585.3K)
Filed 2026-10-08
Brighton Jones LLC
DECREASED
Shares111,112 from 146,865
Change-35,753 (-24%)
Value$11.5M (-$5.1M)
Filed 2026-11-03
Westwind Capital
DECREASED
Shares109,677 from 120,496
Change-10,819 (-9%)
Value$11.4K (+$10.0K)
Filed 2026-10-08
Fideuram Asset Management (Ireland) dac
DECREASED
Shares107,957 from 150,259
Change-42,302 (-28%)
Value$12.1M (-$6.1M)
Filed 2026-10-29
Tritonpoint Wealth, LLC
DECREASED
Shares107,908 from 111,967
Change-4,059 (-4%)
Value$11.2M (-$1.5M)
Filed 2026-10-19
Royal Fund Management, LLC
INCREASED
Shares107,711 from 92,069
Change+15,642 (+17%)
Value$11.2M (+$765.6K)
Filed 2026-10-22
Kingswood Wealth Advisors, LLC
DECREASED
Shares107,272 from 110,373
Change-3,101 (-3%)
Value$11.1M (-$1.4M)
Filed 2026-10-23
Freestone Capital Holdings, LLC
INCREASED
Shares106,714 from 103,961
Change+2,753 (+3%)
Value$11.1M (-$685.0K)
Filed 2026-11-09
Harbour Investments, Inc.
DECREASED
Shares105,473 from 125,477
Change-20,004 (-16%)
Value$11.0M (-$3.3M)
Filed 2026-11-09
Western Wealth Management, LLC
INCREASED
Shares104,538 from 90,434
Change+14,104 (+16%)
Value$12.4M (+$2.1M)
Filed 2026-11-09
Retirement Planning Group, LLC
DECREASED
Shares104,241 from 110,695
Change-6,454 (-6%)
Value$10.8M (-$1.7M)
Filed 2026-10-19
GFS Advisors, LLC
INCREASED
Shares104,009 from 101,203
Change+2,806 (+3%)
Value$10.8M (+$9.8M)
Filed 2026-11-03
Associated Banc-Corp
DECREASED
Shares103,566 from 107,829
Change-4,263 (-4%)
Value$10.8M (-$1.5M)
Filed 2026-10-30
Picton Mahoney Asset Management
DECREASED
Shares102,918 from 238,420
Change-135,502 (-57%)
Value$10.7M (-$16.3M)
Filed 2026-11-09
Crestwood Advisors Group, LLC
INCREASED
Shares102,790 from 95,014
Change+7,776 (+8%)
Value$10.7M (-$79.0K)
Filed 2026-10-27
Baker Chad R
UNCHANGED
Shares102,675 from 102,675
Change0 (0%)
Value$10.7M (-$959.0K)
Filed 2026-10-22
Caldwell Trust Co
INCREASED
Shares102,648 from 101,349
Change+1,299 (+1%)
Value$10.7M (-$811.6K)
Filed 2026-10-30
Lmcg Investments, LLC
INCREASED
Shares102,385 from 102,177
Change+208 (+0%)
Value$10.6M (-$932.7K)
Filed 2026-10-21
Mattern Capital Management, LLC
INCREASED
Shares102,192 from 93,445
Change+8,747 (+9%)
Value$10.6M (+$36.2K)
Filed 2026-11-02
Ashton Thomas Private Wealth, LLC
INCREASED
Shares101,586 from 99,262
Change+2,324 (+2%)
Value$10.6M (-$685.6K)
Filed 2026-11-03
Legacy Private Trust Co.
INCREASED
Shares101,472 from 99,281
Change+2,191 (+2%)
Value$10.5M (-$699.6K)
Filed 2026-10-06
Diversify Advisory Services, LLC
INCREASED
Shares101,139 from 98,331
Change+2,808 (+3%)
Value$11.9M (+$933.7K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares101,139 from 98,331
Change+2,808 (+3%)
Value$11.9M (+$933.7K)
Filed 2026-10-20
Mirae Asset Securities (USA) Inc.
INCREASED
Shares100,047 from 75,214
Change+24,833 (+33%)
Value$10.4M (+$1.9M)
Filed 2026-10-15
Fort Washington Investment Advisors Inc
DECREASED
Shares99,661 from 103,122
Change-3,461 (-3%)
Value$10.4M (-$1.3M)
Filed 2026-10-15
B. Riley Wealth Advisors, Inc.
INCREASED
Shares99,656 from 73,082
Change+26,574 (+36%)
Value$10.4M (+$2.0M)
Filed 2026-10-13
Guardian Partners Inc.
INCREASED
Shares99,563 from 91,518
Change+8,045 (+9%)
Value$10.3M (-$18.7K)
Filed 2026-10-21
Pavion Blue Capital, LLC
DECREASED
Shares99,474 from 102,214
Change-2,740 (-3%)
Value$10.3M (-$1.2M)
Filed 2026-11-05
Hennion & Walsh Asset Management, Inc.
DECREASED
Shares99,315 from 103,754
Change-4,439 (-4%)
Value$10.3M (-$1.4M)
Filed 2026-10-13
Acropolis Investment Management, LLC
DECREASED
Shares99,274 from 101,087
Change-1,813 (-2%)
Value$10.3M (-$1.1M)
Filed 2026-10-08
Rossmore Private Capital
INCREASED
Shares98,725 from 97,755
Change+970 (+1%)
Value$10.3M (-$812.2K)
Filed 2026-10-27
Advanced Asset Management Advisors Inc
INCREASED
Shares98,590 from 98,490
Change+100 (+0%)
Value$10.2M (-$909.5K)
Filed 2026-10-20
Investment Advisory Services Inc
DECREASED
Shares98,374 from 99,218
Change-844 (-1%)
Value$10.2M (-$1.0M)
Filed 2026-10-27
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares97,872 from 95,131
Change+2,741 (+3%)
Value$10.2M (-$603.8K)
Filed 2026-10-13
Alerus Financial NA
INCREASED
Shares97,446 from 94,815
Change+2,631 (+3%)
Value$10.1M (-$612.2K)
Filed 2026-11-09
Plato Investment Management Ltd
INCREASED
Shares97,044 from 96,939
Change+105 (+0%)
Value$10.1M (-$791.2K)
Filed 2026-11-05
Fulcrum Asset Management LLP
DECREASED
Shares94,929 from 155,672
Change-60,743 (-39%)
Value$10.1M (-$7.7M)
Filed 2026-11-04
Meiji Yasuda America Inc
INCREASED
Shares92,713 from 73,010
Change+19,703 (+27%)
Value$9.6M (+$1.4M)
Filed 2026-10-22
Community Bank, N.A.
INCREASED
Shares92,350 from 91,730
Change+620 (+1%)
Value$9.6M (-$792.3K)
Filed 2026-11-06
Signal Advisors Wealth, LLC
DECREASED
Shares92,231 from 93,247
Change-1,016 (-1%)
Value$9.6M (-$976.5K)
Filed 2026-10-13
Globalt Investments LLC / GA
DECREASED
Shares92,104 from 109,801
Change-17,697 (-16%)
Value$9.6M (-$2.9M)
Filed 2026-10-27
Bradley & Co. Private Wealth Management, LLC
DECREASED
Shares91,766 from 99,780
Change-8,014 (-8%)
Value$9.5M (-$1.8M)
Filed 2026-10-23
Oak Harvest Investment Services
INCREASED
Shares91,744 from 68,834
Change+22,910 (+33%)
Value$9.5M (+$1.7M)
Filed 2026-10-20
TritonPoint Partners, LLC
DECREASED
Shares91,262 from 128,117
Change-36,855 (-29%)
Value$9.5M (-$5.0M)
Filed 2026-11-05
Wedmont Private Capital
INCREASED
Shares91,238 from 80,835
Change+10,403 (+13%)
Value$10.1M (+$880.2K)
Filed 2026-10-09
Baugh & Associates, LLC
INCREASED
Shares91,142 from 83,776
Change+7,366 (+9%)
Value$8.5M (-$1.0M)
Filed 2026-10-16
Ceredex Value Advisors LLC
INCREASED
Shares90,985 from 13,746
Change+77,239 (+562%)
Value$9.5M (+$7.9M)
Filed 2026-11-09
Dana Investment Advisors, Inc.
DECREASED
Shares90,873 from 92,463
Change-1,590 (-2%)
Value$9.4M (-$1.0M)
Filed 2026-11-06
Coston, McIsaac & Partners
DECREASED
Shares90,779 from 91,769
Change-990 (-1%)
Value$9.4M (-$959.2K)
Filed 2026-11-06
Inscription Capital, LLC
DECREASED
Shares90,435 from 96,807
Change-6,372 (-7%)
Value$9.4M (-$1.6M)
Filed 2026-11-02
Chickasaw Capital Management LLC
DECREASED
Shares90,415 from 91,235
Change-820 (-1%)
Value$9.4M (+$9.4M)
Filed 2026-10-08
Compound Planning, Inc.
DECREASED
Shares90,263 from 96,289
Change-6,026 (-6%)
Value$9.4M (-$1.5M)
Filed 2026-11-09
Smith Salley Wealth Management
INCREASED
Shares90,133 from 88,401
Change+1,732 (+2%)
Value$9.4M (-$645.7K)
Filed 2026-11-03
Amarillo National Bank
DECREASED
Shares89,373 from 90,333
Change-960 (-1%)
Value$9.3M (-$943.5K)
Filed 2026-10-23
Patton Albertson Miller Group, LLC
INCREASED
Shares89,202 from 88,908
Change+294 (+0%)
Value$9.3M (-$799.9K)
Filed 2026-10-26
AIA Group Ltd
DECREASED
Shares89,065 from 126,774
Change-37,709 (-30%)
Value$9.3M (-$5.1M)
Filed 2026-10-30
Savoir Faire Capital Management, L.P.
INCREASED
Shares88,695 from 72,643
Change+16,052 (+22%)
Value$9.2M (+$989.6K)
Filed 2026-11-03
Caliber Wealth Management, LLC / KS
DECREASED
Shares88,486 from 91,586
Change-3,100 (-3%)
Value$9.2M (-$1.2M)
Filed 2026-11-04
Kavar Capital Partners Group, LLC
INCREASED
Shares87,945 from 84,577
Change+3,368 (+4%)
Value$9.1M (-$439.9K)
Filed 2026-11-06
Raab & Moskowitz Asset Management LLC
DECREASED
Shares87,716 from 88,671
Change-955 (-1%)
Value$9.1M (-$927.4K)
Filed 2026-11-02
Rockland Trust Co
DECREASED
Shares87,664 from 89,716
Change-2,052 (-2%)
Value$9.1M (-$1.1M)
Filed 2026-10-05
United Capital Management of KS, Inc.
INCREASED
Shares87,485 from 87,239
Change+246 (+0%)
Value$9.1M (-$789.2K)
Filed 2026-11-04
Highland Capital Management, LLC
DECREASED
Shares87,329 from 88,443
Change-1,114 (-1%)
Value$9.1M (-$941.8K)
Filed 2026-10-26
Asset Planning Services Inc
DECREASED
Shares87,295 from 88,060
Change-765 (-1%)
Value$9.1K (-$10.0M)
Filed 2026-10-15
Hartline Investment Corp/
DECREASED
Shares86,963 from 181,480
Change-94,517 (-52%)
Value$9.0M (-$11.5M)
Filed 2026-10-29
Spring Capital Management, LLC
INCREASED
Shares86,910 from 84,870
Change+2,040 (+2%)
Value$9.0M (-$580.7K)
Filed 2026-10-09
Tema Etfs LLC
INCREASED
Shares86,715 from 77,771
Change+8,944 (+12%)
Value$9.0M (+$203.1K)
Filed 2026-10-16
Lanark Financial, Inc.
DECREASED
Shares86,572 from 88,286
Change-1,714 (-2%)
Value$9.0M (-$1.0M)
Filed 2026-10-26
Strategy Asset Managers LLC
INCREASED
Shares86,401 from 85,791
Change+610 (+1%)
Value$9.0M (-$737.8K)
Filed 2026-10-14
River Wealth Advisors LLC
INCREASED
Shares85,958 from 66,044
Change+19,914 (+30%)
Value$8.9M (+$1.5M)
Filed 2026-11-09
Capital Investment Counsel, LLC
INCREASED
Shares85,860 from 85,700
Change+160 (+0%)
Value$8.9M (-$783.8K)
Filed 2026-10-14
NovaPoint Capital, LLC
DECREASED
Shares85,472 from 86,334
Change-862 (-1%)
Value$8.9M (-$896.0K)
Filed 2026-10-22
Addenda Capital Inc.
UNCHANGED
Shares85,100 from 85,100
Change0 (0%)
Value$8.8M (-$789.3K)
Filed 2026-10-13
Occidental Asset Management, LLC
INCREASED
Shares84,879 from 79,473
Change+5,406 (+7%)
Value$8.8M (-$180.5K)
Filed 2026-11-05
Frank, Rimerman Advisors LLC
DECREASED
Shares84,814 from 89,511
Change-4,697 (-5%)
Value$8.8M (-$1.3M)
Filed 2026-10-16
Levin Capital Strategies, L.P.
DECREASED
Shares84,565 from 146,942
Change-62,377 (-42%)
Value$8.8M (-$7.9M)
Filed 2026-11-02
Fisher Funds Management LTD
INCREASED
Shares83,682 from 44,882
Change+38,800 (+86%)
Value$8.7M (+$3.6M)
Filed 2026-10-13
NLB Skladi, upravljanje premozenja, d.o.o.
DECREASED
Shares83,355 from 83,367
Change-12 (0%)
Value$8.7M (-$779.9K)
Filed 2026-10-22
Coastline Trust Co
DECREASED
Shares83,298 from 85,601
Change-2,303 (-3%)
Value$8.7M (-$1.0M)
Filed 2026-10-01
Fiduciary Alliance LLC
DECREASED
Shares82,646 from 101,307
Change-18,661 (-18%)
Value$8.6M (-$2.9M)
Filed 2026-10-13
Kesler, Norman & Wride, LLC
DECREASED
Shares82,180 from 83,399
Change-1,219 (-1%)
Value$8.5M (-$905.7K)
Filed 2026-11-06
Nations Financial Group Inc,
INCREASED
Shares81,973 from 71,916
Change+10,057 (+14%)
Value$8.5M (+$373.4K)
Filed 2026-11-05
Goelzer Investment Management, Inc.
DECREASED
Shares81,452 from 83,861
Change-2,409 (-3%)
Value$8.5M (-$1.0M)
Filed 2026-10-16
Schnieders Capital Management, Llc.
DECREASED
Shares81,425 from 87,071
Change-5,646 (-6%)
Value$8.5M (-$1.4M)
Filed 2026-11-09
Evergreen Capital Management LLC
DECREASED
Shares81,395 from 82,734
Change-1,339 (-2%)
Value$8.5M (-$911.9K)
Filed 2026-10-23
Koshinski Asset Management, Inc.
DECREASED
Shares81,234 from 82,075
Change-841 (-1%)
Value$8.4M (-$854.0K)
Filed 2026-10-29
Summit Financial Strategies, Inc.
DECREASED
Shares80,892 from 81,857
Change-965 (-1%)
Value$8.4M (-$864.8K)
Filed 2026-10-14
Equitable Trust Co
DECREASED
Shares80,567 from 81,137
Change-570 (-1%)
Value$8.4M (-$817.1K)
Filed 2026-10-13
EverSource Wealth Advisors, LLC
DECREASED
Shares80,366 from 81,600
Change-1,234 (-2%)
Value$8.4M (-$890.5K)
Filed 2026-11-04
International Assets Investment Management, LLC
INCREASED
Shares80,205 from 77,252
Change+2,953 (+4%)
Value$8.4M (-$45.4K)
Filed 2026-11-02
Jamison Private Wealth Management, Inc.
INCREASED
Shares80,168 from 78,581
Change+1,587 (+2%)
Value$8.3M (-$569.0K)
Filed 2026-10-14
Investment House LLC
DECREASED
Shares79,532 from 117,477
Change-37,945 (-32%)
Value$8.3M (-$5.0M)
Filed 2026-10-21
Aaron Wealth Advisors LLC
DECREASED
Shares79,524 from 93,516
Change-13,992 (-15%)
Value$8.3M (-$2.3M)
Filed 2026-10-13
Icici Prudential Asset Management Co Ltd
DECREASED
Shares79,366 from 80,672
Change-1,306 (-2%)
Value$8.2M (-$889.2K)
Filed 2026-11-06
Penobscot Investment Management Company, Inc.
DECREASED
Shares79,238 from 83,280
Change-4,042 (-5%)
Value$8.2M (-$1.2M)
Filed 2026-10-26
GKV Capital Management Co., Inc.
INCREASED
Shares79,091 from 78,385
Change+706 (+1%)
Value$8.2M (-$658.7K)
Filed 2026-11-06
Thompson Siegel & Walmsley LLC
DECREASED
Shares78,846 from 79,338
Change-492 (-1%)
Value$8.2K (-$9.0M)
Filed 2026-11-05
Plimoth Trust Co LLC
INCREASED
Shares78,647 from 72,886
Change+5,761 (+8%)
Value$8.2M (-$82.1K)
Filed 2026-10-26
Cordatus Wealth Management LLC
DECREASED
Shares78,363 from 79,434
Change-1,071 (-1%)
Value$8.1M (-$853.2K)
Filed 2026-10-19
Busey Bank
DECREASED
Shares78,259 from 79,560
Change-1,301 (-2%)
Value$8.1M (-$878.3K)
Filed 2026-10-26
West Branch Capital LLC
INCREASED
Shares77,681 from 76,825
Change+856 (+1%)
Value$8.1M (-$628.6K)
Filed 2026-10-20
Gibraltar Capital Management, Inc.
INCREASED
Shares77,584 from 75,793
Change+1,791 (+2%)
Value$8.1M (-$521.8K)
Filed 2026-10-27
Constitution Capital LLC
DECREASED
Shares77,556 from 80,081
Change-2,525 (-3%)
Value$8.1M (-$1.0M)
Filed 2026-10-23
GAM Holding AG
DECREASED
Shares77,495 from 82,035
Change-4,540 (-6%)
Value$8.1M (-$1.2M)
Filed 2026-11-03
Somerset Trust Co
DECREASED
Shares77,459 from 78,031
Change-572 (-1%)
Value$8.0M (-$788.3K)
Filed 2026-10-13
Kanawha Capital Management LLC
INCREASED
Shares77,335 from 72,865
Change+4,470 (+6%)
Value$8.0M (-$216.0K)
Filed 2026-10-19
SevenBridge Financial Group, LLC
DECREASED
Shares77,014 from 78,144
Change-1,130 (-1%)
Value$9.1M (+$335.8K)
Filed 2026-10-26
Journey Advisory Group, LLC
DECREASED
Shares77,006 from 77,182
Change-176 (0%)
Value$8.0M (-$738.9K)
Filed 2026-11-04
Financial & Tax Architects, LLC
INCREASED
Shares76,784 from 70,512
Change+6,272 (+9%)
Value$8.0M (-$6.8K)
Filed 2026-10-15
William B. Walkup & Associates, Inc.
INCREASED
Shares76,552 from 73,662
Change+2,890 (+4%)
Value$8.0M (-$387.7K)
Filed 2026-11-05
Asset Dedication, LLC
INCREASED
Shares76,390 from 75,312
Change+1,078 (+1%)
Value$7.9M (-$591.4K)
Filed 2026-11-03
Rockline Wealth Management, LLC
DECREASED
Shares75,677 from 77,723
Change-2,046 (-3%)
Value$7.9M (-$938.5K)
Filed 2026-10-26
Citizens National Bank Trust Department
INCREASED
Shares75,128 from 74,089
Change+1,039 (+1%)
Value$7.8M (-$584.0K)
Filed 2026-11-04
Larson Financial Group LLC
INCREASED
Shares74,953 from 65,202
Change+9,751 (+15%)
Value$7.8M (+$404.3K)
Filed 2026-11-05
DSG Capital Advisors, LLC
DECREASED
Shares74,840 from 76,013
Change-1,173 (-2%)
Value$7.8M (-$865.3K)
Filed 2026-11-05
Capital City Trust Co
DECREASED
Shares74,233 from 74,600
Change-367 (0%)
Value$7.7M (-$734.9K)
Filed 2026-10-22
Stablepoint Partners, LLC
INCREASED
Shares73,364 from 63,964
Change+9,400 (+15%)
Value$7.6M (+$379.4K)
Filed 2026-11-03
Arete Wealth Advisors, LLC
INCREASED
Shares73,293 from 68,895
Change+4,398 (+6%)
Value$7.6M (-$174.2K)
Filed 2026-11-09
Emerald Investment Advisers, LLC
INCREASED
Shares73,236 from 71,766
Change+1,470 (+2%)
Value$7.6M (-$517.5K)
Filed 2026-11-09
Deltec Asset Management LLC
DECREASED
Shares73,152 from 74,652
Change-1,500 (-2%)
Value$7.6M (-$853.1K)
Filed 2026-10-26
Millennium Capital Advisors, LLC
DECREASED
Shares73,149 from 73,586
Change-437 (-1%)
Value$7.6M (-$732.8K)
Filed 2026-10-16
Scissortail Wealth Management, LLC
INCREASED
Shares72,684 from 70,707
Change+1,977 (+3%)
Value$7.6M (-$455.0K)
Filed 2026-11-03
Radnor Capital Management, LLC
INCREASED
Shares72,501 from 72,051
Change+450 (+1%)
Value$7.5M (-$626.2K)
Filed 2026-10-23
Strategic Blueprint, LLC
INCREASED
Shares72,370 from 71,482
Change+888 (+1%)
Value$7.5M (-$575.3K)
Filed 2026-10-22
Geneos Wealth Management Inc.
INCREASED
Shares72,116 from 66,842
Change+5,274 (+8%)
Value$7.5M (-$76.3K)
Filed 2026-11-09
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED
Shares71,984 from 71,995
Change-11 (0%)
Value$7.5M (-$673.6K)
Filed 2026-10-23
Contravisory Investment Management, Inc.
DECREASED
Shares71,983 from 72,683
Change-700 (-1%)
Value$7.5M (-$751.6K)
Filed 2026-10-13
Pine Valley Investments Ltd Liability Co
DECREASED
Shares71,650 from 71,899
Change-249 (0%)
Value$7.4M (-$697.4K)
Filed 2026-11-09
Vaquero Private Wealth, LTD
UNCHANGED
Shares71,618 from 71,618
Change0 (0%)
Value$7.4M (-$668.9K)
Filed 2026-10-27
Decker Wealth Management LLC
INCREASED
Shares71,180 from 62,537
Change+8,643 (+14%)
Value$7.4M (+$314.0K)
Filed 2026-10-09
Stonebridge Financial Group, LLC
INCREASED
Shares70,795 from 69,189
Change+1,606 (+2%)
Value$7.4M (-$479.3K)
Filed 2026-10-01
HBK Sorce Advisory LLC
DECREASED
Shares70,562 from 71,476
Change-914 (-1%)
Value$9.0M (+$982.6K)
Filed 2026-11-06
Bridgelight Financial Advisors, Inc.
DECREASED
Shares70,525 from 70,561
Change-36 (0%)
Value$7.3M (-$662.8K)
Filed 2026-10-20
Belpointe Asset Management LLC
INCREASED
Shares70,442 from 65,693
Change+4,749 (+7%)
Value$7.3M (-$120.1K)
Filed 2026-11-09
Convergence Investment Partners, LLC
DECREASED
Shares70,243 from 78,994
Change-8,751 (-11%)
Value$7.3M (-$1.6M)
Filed 2026-10-28
Jacobs & Co
DECREASED
Shares70,177 from 71,516
Change-1,339 (-2%)
Value$7.3K (-$808)
Filed 2026-10-09
AMG National Trust Bank
INCREASED
Shares70,141 from 69,857
Change+284 (+0%)
Value$7.3M (-$623.0K)
Filed 2026-11-05
Weatherly Asset Management L. P.
DECREASED
Shares70,086 from 70,756
Change-670 (-1%)
Value$7.3M (-$730.4K)
Filed 2026-10-20
Herold Advisors, Inc.
DECREASED
Shares69,929 from 70,340
Change-411 (-1%)
Value$7.3M (-$702.0K)
Filed 2026-10-19
Advisortrust Partners, LLC
DECREASED
Shares69,866 from 72,018
Change-2,152 (-3%)
Value$7.3M (-$896.3K)
Filed 2026-11-02
Robbins Farley
INCREASED
Shares69,790 from 61,484
Change+8,306 (+14%)
Value$7.3M (+$288.9K)
Filed 2026-10-21
MV Capital Management, Inc.
INCREASED
Shares69,727 from 59,912
Change+9,815 (+16%)
Value$7.2M (+$460.4K)
Filed 2026-10-29
Sitrin Capital Management LLC
DECREASED
Shares69,654 from 70,557
Change-903 (-1%)
Value$7.2M (-$752.8K)
Filed 2026-10-19
Parkside Financial Bank & Trust
DECREASED
Shares69,300 from 71,500
Change-2,200 (-3%)
Value$7.2M (-$896.4K)
Filed 2026-10-27
Wealth Enhancement Trust Services, Inc.
INCREASED
Shares69,236 from 65,453
Change+3,783 (+6%)
Value$7.2M (-$218.2K)
Filed 2026-10-07
Bright Rock Capital Management, LLC
UNCHANGED
Shares69,000 from 69,000
Change0 (0%)
Value$7.2M (-$644.5K)
Filed 2026-10-05
Hall Capital Management Co Inc
INCREASED
Shares68,922 from 65,935
Change+2,987 (+5%)
Value$7.2M (-$305.4K)
Filed 2026-11-09
Meridian Management Co
DECREASED
Shares68,661 from 80,847
Change-12,186 (-15%)
Value$7.1M (-$2.0M)
Filed 2026-11-06
William Allan Corp
INCREASED
Shares68,606 from 67,038
Change+1,568 (+2%)
Value$7.1M (-$463.2K)
Filed 2026-10-14
Heritage Wealth Management, Inc.
DECREASED
Shares68,568 from 70,520
Change-1,952 (-3%)
Value$7.1M (-$861.5K)
Filed 2026-10-28
Little House Capital LLC
INCREASED
Shares68,502 from 62,317
Change+6,185 (+10%)
Value$7.1M (+$60.7K)
Filed 2026-11-06
Lowe Brockenbrough & Co Inc
INCREASED
Shares68,074 from 67,936
Change+138 (+0%)
Value$7.1M (-$620.2K)
Filed 2026-11-09
Apella Capital, LLC
INCREASED
Shares68,062 from 62,027
Change+6,035 (+10%)
Value$7.4M (+$443.1K)
Filed 2026-10-08
NWF Advisory Services Inc.
DECREASED
Shares67,776 from 69,274
Change-1,498 (-2%)
Value$7.0M (-$802.7K)
Filed 2026-10-19
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED
Shares67,773 from 71,137
Change-3,364 (-5%)
Value$7.0M (-$1.0M)
Filed 2026-10-14
Bensler, LLC
DECREASED
Shares67,732 from 68,596
Change-864 (-1%)
Value$7.0M (-$730.5K)
Filed 2026-11-05
Jefferies Financial Group Inc.
DECREASED
Shares67,715 from 189,107
Change-121,392 (-64%)
Value$7.0M (-$14.4M)
Filed 2026-11-05
Wendell David Associates Inc
DECREASED
Shares67,604 from 77,479
Change-9,875 (-13%)
Value$7.0K (-$8.8M)
Filed 2026-10-27
Legacy Wealth Management, LLC / MS
DECREASED
Shares67,556 from 71,878
Change-4,322 (-6%)
Value$7.0M (-$1.1M)
Filed 2026-10-30
Conning Inc.
INCREASED
Shares67,417 from 60,494
Change+6,923 (+11%)
Value$7.0M (+$154.4K)
Filed 2026-10-27
Novem Group
INCREASED
Shares67,036 from 64,091
Change+2,945 (+5%)
Value$7.0M (-$292.6K)
Filed 2026-10-19
Naples Global Advisors, LLC
INCREASED
Shares66,946 from 66,287
Change+659 (+1%)
Value$7.0M (-$550.6K)
Filed 2026-11-05
Y.D. More Investments Ltd
DECREASED
Shares66,804 from 66,977
Change-173 (0%)
Value$7.0M (-$630.5K)
Filed 2026-11-02
Money Concepts Capital Corp
INCREASED
Shares66,777 from 62,957
Change+3,820 (+6%)
Value$6.9M (-$191.0K)
Filed 2026-11-06
Sentry LLC
DECREASED
Shares66,357 from 67,221
Change-864 (-1%)
Value$6.9M (-$717.6K)
Filed 2026-10-30
HighPoint Advisor Group LLC
INCREASED
Shares66,333 from 62,928
Change+3,405 (+5%)
Value$6.9M (-$233.9K)
Filed 2026-11-09
Old National Bancorp
DECREASED
Shares66,167 from 67,904
Change-1,737 (-3%)
Value$6.9M (-$814.7K)
Filed 2026-10-20
Columbus Macro, LLC
INCREASED
Shares66,059 from 65,342
Change+717 (+1%)
Value$6.9M (-$535.8K)
Filed 2026-10-14
Hamilton Point Investment Advisors, LLC
INCREASED
Shares65,930 from 65,116
Change+814 (+1%)
Value$6.9M (-$523.6K)
Filed 2026-11-03
Financiere des Professionnels - Fonds d'investissement inc.
DECREASED
Shares65,838 from 66,758
Change-920 (-1%)
Value$6.8M (-$719.1K)
Filed 2026-11-03
Roman Butler Fullerton & Co
DECREASED
Shares65,678 from 65,868
Change-190 (0%)
Value$7.8M (+$235.8K)
Filed 2026-10-27
Hourglass Capital, LLC
DECREASED
Shares65,665 from 68,225
Change-2,560 (-4%)
Value$6.8M (-$903.3K)
Filed 2026-10-26
Slow Capital, Inc.
DECREASED
Shares65,655 from 66,126
Change-471 (-1%)
Value$6.8M (-$666.6K)
Filed 2026-10-23
Cherry Creek Investment Advisors, Inc.
DECREASED
Shares65,546 from 66,698
Change-1,152 (-2%)
Value$6.8M (-$742.6K)
Filed 2026-10-14
High Note Wealth, LLC
INCREASED
Shares65,495 from 65,442
Change+53 (+0%)
Value$6.8M (-$605.7K)
Filed 2026-10-27
Accurate Wealth Management, LLC
INCREASED
Shares65,099 from 58,915
Change+6,184 (+11%)
Value$7.3M (+$602.8K)
Filed 2026-10-20
Horrell Capital Management, Inc.
DECREASED
Shares64,794 from 67,392
Change-2,598 (-4%)
Value$6.7M (-$899.4K)
Filed 2026-10-08
Global Wealth Management Investment Advisory, Inc.
INCREASED
Shares64,785 from 39,284
Change+25,501 (+65%)
Value$6.7M (+$2.3M)
Filed 2026-11-04
Valmark Advisers, Inc.
INCREASED
Shares64,703 from 64,557
Change+146 (+0%)
Value$6.7M (-$587.8K)
Filed 2026-11-06
Bowen Hanes & Co Inc
DECREASED
Shares64,700 from 238,225
Change-173,525 (-73%)
Value$6.7M (-$22.9M)
Filed 2026-11-09
Knights of Columbus Asset Advisors LLC
DECREASED
Shares64,442 from 65,308
Change-866 (-1%)
Value$6.7M (-$700.0K)
Filed 2026-11-05
Capital Investment Advisory Services, LLC
INCREASED
Shares64,434 from 62,738
Change+1,696 (+3%)
Value$6.7M (-$392.0K)
Filed 2026-10-30
SVB Wealth LLC
DECREASED
Shares64,343 from 70,012
Change-5,669 (-8%)
Value$6.7M (-$1.2M)
Filed 2026-11-06
CWA Asset Management Group, LLC
DECREASED
Shares64,132 from 66,184
Change-2,052 (-3%)
Value$6.7M (-$831.4K)
Filed 2026-10-19
Peterson Wealth Management
DECREASED
Shares64,081 from 64,590
Change-509 (-1%)
Value$6.7M (-$656.2K)
Filed 2026-11-06
180 Wealth Advisors, LLC
INCREASED
Shares64,038 from 62,654
Change+1,384 (+2%)
Value$6.7M (-$441.4K)
Filed 2026-11-03
Acadian Asset Management LLC
DECREASED
Shares63,803 from 181,011
Change-117,208 (-65%)
Value$6.6K (-$20.5M)
Filed 2026-11-09
Gryphon Financial Partners LLC
DECREASED
Shares63,737 from 65,640
Change-1,903 (-3%)
Value$6.6M (-$810.8K)
Filed 2026-11-04
Jcic Asset Management Inc.
DECREASED
Shares63,655 from 65,579
Change-1,924 (-3%)
Value$6.6M (-$1.5M)
Filed 2026-10-30
Hudson Capital Management LLC
INCREASED
Shares63,614 from 62,271
Change+1,343 (+2%)
Value$6.6M (-$442.0K)
Filed 2026-10-20
Washington Trust Advisors, Inc.
DECREASED
Shares63,462 from 63,712
Change-250 (0%)
Value$6.6M (-$621.1K)
Filed 2026-10-22
Greystone Financial Group, LLC
INCREASED
Shares63,305 from 62,610
Change+695 (+1%)
Value$6.6M (-$512.5K)
Filed 2026-10-26
Arvest Investments, Inc.
INCREASED
Shares62,759 from 56,486
Change+6,273 (+11%)
Value$6.5M (+$124.3K)
Filed 2026-10-21
Kathmere Capital Management, LLC
DECREASED
Shares62,664 from 64,774
Change-2,110 (-3%)
Value$6.5M (-$824.3K)
Filed 2026-10-20
R.H. Investment Group, LLC
DECREASED
Shares62,157 from 62,545
Change-388 (-1%)
Value$6.5M (-$624.5K)
Filed 2026-11-09
Parr Mcknight Wealth Management Group, LLC
INCREASED
Shares61,981 from 35,408
Change+26,573 (+75%)
Value$6.4M (+$2.4M)
Filed 2026-10-30
Proactive Wealth Strategies LLC
INCREASED
Shares61,754 from 60,206
Change+1,548 (+3%)
Value$6.4M (-$401.1K)
Filed 2026-11-09
RMR Wealth Builders
INCREASED
Shares61,330 from 53,016
Change+8,314 (+16%)
Value$6.4M (+$368.8K)
Filed 2026-10-22
Beacon Bank & Trust
DECREASED
Shares60,847 from 63,343
Change-2,496 (-4%)
Value$6.3M (-$851.0K)
Filed 2026-10-27
Diversified Investment Strategies, LLC
DECREASED
Shares60,785 from 62,210
Change-1,425 (-2%)
Value$6.3M (-$729.1K)
Filed 2026-10-28
Masterinvest Kapitalanlage GmbH
DECREASED
Shares60,206 from 61,208
Change-1,002 (-2%)
Value$6.3M (-$675.8K)
Filed 2026-11-03
Aljian Capital Management, LLC
DECREASED
Shares60,076 from 60,818
Change-742 (-1%)
Value$6.2M (-$645.1K)
Filed 2026-10-28
Mechanics Bank Trust Department
DECREASED
Shares59,993 from 62,055
Change-2,062 (-3%)
Value$6.2M (-$793.9K)
Filed 2026-10-13
PUREfi Wealth, LLC
DECREASED
Shares59,926 from 60,696
Change-770 (-1%)
Value$6.2M (-$646.9K)
Filed 2026-10-19
Chicago Partners Investment Group LLC
INCREASED
Shares59,900 from 59,014
Change+886 (+2%)
Value$7.2M (+$784.4K)
Filed 2026-10-27
Foyston, Gordon & Payne Inc
UNCHANGED
Shares59,850 from 59,850
Change0 (0%)
Value$6.2M (-$559.0K)
Filed 2026-11-02
M Holdings Securities, Inc.
NEW
Shares59,582
Change+59,582
Value$7.1K
Filed 2026-11-03
Morningstar Investment Management LLC
DECREASED
Shares59,556 from 59,711
Change-155 (0%)
Value$6.2M (-$1.2M)
Filed 2026-11-09
O'Brien Greene & Co. Inc
DECREASED
Shares59,217 from 101,511
Change-42,294 (-42%)
Value$6.2M (-$5.3M)
Filed 2026-11-05
Councilmark Asset Management, LLC
DECREASED
Shares59,132 from 59,222
Change-90 (0%)
Value$6.1M (-$562.5K)
Filed 2026-10-20
Parkside Investments, LLC
INCREASED
Shares59,007 from 51,702
Change+7,305 (+14%)
Value$6.1M (+$276.2K)
Filed 2026-10-20
Signet Investment Advisory Group, Inc.
DECREASED
Shares58,574 from 58,863
Change-289 (0%)
Value$6.1M (-$579.8K)
Filed 2026-10-30
Courier Capital LLC
DECREASED
Shares58,549 from 59,566
Change-1,017 (-2%)
Value$6.1M (-$662.0K)
Filed 2026-10-19
Wealth Alliance Advisory Group, LLC
INCREASED
Shares58,498 from 51,451
Change+7,047 (+14%)
Value$6.1M (+$251.7K)
Filed 2026-10-14
Harbor Investment Advisory, LLC
INCREASED
Shares58,402 from 55,836
Change+2,566 (+5%)
Value$6.1M (-$254.9K)
Filed 2026-10-13
Appleton Partners Inc
DECREASED
Shares58,368 from 58,907
Change-539 (-1%)
Value$6.1K (-$6.7M)
Filed 2026-10-30
Mogy Joel R Investment Counsel Inc
DECREASED
Shares58,342 from 59,840
Change-1,498 (-2%)
Value$6.1M (-$714.6K)
Filed 2026-10-13
Wilmington Savings Fund Society, FSB
DECREASED
Shares58,273 from 61,226
Change-2,953 (-5%)
Value$6.1M (-$878.7K)
Filed 2026-10-23
CMH Wealth Management LLC
INCREASED
Shares58,183 from 53,302
Change+4,881 (+9%)
Value$6.0M (+$9.4K)
Filed 2026-10-22
Turtle Creek Wealth Advisors, LLC
INCREASED
Shares57,666 from 52,225
Change+5,441 (+10%)
Value$6.0M (+$76.3K)
Filed 2026-10-15
Telos Capital Management, Inc.
INCREASED
Shares57,649 from 53,601
Change+4,048 (+8%)
Value$6.0M (-$80.0K)
Filed 2026-11-02
Asset One Wealth Management LLC
INCREASED
Shares57,377 from 40,968
Change+16,409 (+40%)
Value$6.0M (+$1.4M)
Filed 2026-11-02
Phoenix Financial Ltd.
INCREASED
Shares57,376 from 57,366
Change+10 (+0%)
Value$5.9M (-$588.1K)
Filed 2026-11-09
Bell & Brown Wealth Advisors, LLC
INCREASED
Shares57,281 from 56,954
Change+327 (+1%)
Value$6.0M (-$498.0K)
Filed 2026-10-16
Family Legacy, Inc.
DECREASED
Shares57,238 from 57,283
Change-45 (0%)
Value$5.9M (-$539.7K)
Filed 2026-10-13
Investment Management Trust, LLC
DECREASED
Shares56,872 from 57,827
Change-955 (-2%)
Value$5.9M (-$639.4K)
Filed 2026-11-05
Seizert Capital Partners, LLC
INCREASED
Shares56,755 from 55,679
Change+1,076 (+2%)
Value$5.9M (-$408.2K)
Filed 2026-10-30
CFM Wealth Partners LLC
INCREASED
Shares56,648 from 56,586
Change+62 (+0%)
Value$5.9M (-$522.1K)
Filed 2026-11-05
Vertrix Wealth Management, LLC
INCREASED
Shares56,381 from 53,184
Change+3,197 (+6%)
Value$5.9M (-$164.5K)
Filed 2026-10-13
DLK Investment Management, LLC
DECREASED
Shares56,370 from 99,962
Change-43,592 (-44%)
Value$5.9M (-$910.5K)
Filed 2026-10-09
Integrated Advisors Network LLC
INCREASED
Shares56,313 from 54,776
Change+1,537 (+3%)
Value$5.9M (-$351.9K)
Filed 2026-10-20
Riggs Asset Managment Co. Inc.
INCREASED
Shares56,289 from 56,198
Change+91 (+0%)
Value$5.8M (-$515.4K)
Filed 2026-11-05
ROI Financial Advisors, LLC
INCREASED
Shares56,202 from 56,174
Change+28 (+0%)
Value$5.8M (-$521.8K)
Filed 2026-10-19
Blue Trust, Inc.
DECREASED
Shares56,197 from 60,695
Change-4,498 (-7%)
Value$5.8M (-$1.0M)
Filed 2026-10-15
Secure Asset Management, LLC
INCREASED
Shares56,178 from 44,034
Change+12,144 (+28%)
Value$5.8M (+$850.7K)
Filed 2026-10-19
SteelPeak Wealth, LLC
DECREASED
Shares56,164 from 56,448
Change-284 (0%)
Value$5.8M (-$556.7K)
Filed 2026-10-16
Flagship Harbor Advisors, LLC
DECREASED
Shares55,680 from 56,487
Change-807 (-1%)
Value$5.8M (-$611.4K)
Filed 2026-10-26
Palisade Asset Management, LLC
DECREASED
Shares55,439 from 56,724
Change-1,285 (-2%)
Value$5.8M (-$663.3K)
Filed 2026-11-03
Kingsman Wealth Management, Inc.
DECREASED
Shares55,402 from 66,198
Change-10,796 (-16%)
Value$5.8M (-$1.7M)
Filed 2026-10-13
LaFleur & Godfrey LLC
DECREASED
Shares55,354 from 55,907
Change-553 (-1%)
Value$5.8M (-$579.6K)
Filed 2026-10-27
William Blair Investment Management, LLC
DECREASED
Shares55,208 from 57,264
Change-2,056 (-4%)
Value$5.7M (-$748.4K)
Filed 2026-11-06
Robertson Stephens Wealth Management, LLC
DECREASED
Shares55,183 from 58,367
Change-3,184 (-5%)
Value$5.7M (-$876.1K)
Filed 2026-10-16
Canal Insurance Co
UNCHANGED
Shares55,000 from 55,000
Change0 (0%)
Value$5.7K (-$6.2M)
Filed 2026-10-20
Blue Fin Capital, Inc.
DECREASED
Shares54,934 from 54,976
Change-42 (0%)
Value$5.7M (-$517.8K)
Filed 2026-10-28
Moody National Bank Trust Division
INCREASED
Shares54,876 from 46,278
Change+8,598 (+19%)
Value$5.7M (+$461.3K)
Filed 2026-10-06
First Interstate Bank
DECREASED
Shares54,813 from 54,897
Change-84 (0%)
Value$5.7M (-$521.5K)
Filed 2026-10-23
Woodmont Investment Counsel LLC
INCREASED
Shares54,750 from 54,514
Change+236 (+0%)
Value$5.7M (-$484.6K)
Filed 2026-10-29
Trifecta Capital Advisors, LLC
DECREASED
Shares54,736 from 54,772
Change-36 (0%)
Value$5.7M (-$515.3K)
Filed 2026-10-21
Trust Point Inc.
INCREASED
Shares54,250 from 53,229
Change+1,021 (+2%)
Value$5.6M (-$391.1K)
Filed 2026-10-27
Pekin Hardy Strauss, Inc.
DECREASED
Shares54,019 from 55,465
Change-1,446 (-3%)
Value$5.6M (-$668.4K)
Filed 2026-11-02
Huntleigh Advisors, Inc.
INCREASED
Shares53,479 from 53,302
Change+177 (+0%)
Value$5.6M (-$479.4K)
Filed 2026-11-03
Symphony Financial, Ltd. Co.
DECREASED
Shares53,410 from 54,586
Change-1,176 (-2%)
Value$5.7M (-$578.5K)
Filed 2026-10-22
Aspen Wealth Management LLC
INCREASED
Shares53,125 from 52,101
Change+1,024 (+2%)
Value$5.5M (-$380.2K)
Filed 2026-10-14
Avidian Wealth Enterprises, LLC
INCREASED
Shares53,079 from 52,003
Change+1,076 (+2%)
Value$5.5M (-$373.9K)
Filed 2026-10-08
Nilsine Partners, LLC
DECREASED
Shares52,985 from 53,277
Change-292 (-1%)
Value$5.5M (-$527.9K)
Filed 2026-11-02
Citizens Business Bank
INCREASED
Shares52,855 from 52,479
Change+376 (+1%)
Value$5.5M (-$451.1K)
Filed 2026-11-09
Greenwood Capital Associates LLC
DECREASED
Shares52,787 from 53,612
Change-825 (-2%)
Value$5.5M (-$586.5K)
Filed 2026-10-27
Fairvoy Private Wealth, LLC
DECREASED
Shares52,743 from 53,921
Change-1,178 (-2%)
Value$5.5M (-$626.1K)
Filed 2026-10-19
Compass Wealth Management LLC
DECREASED
Shares52,721 from 53,931
Change-1,210 (-2%)
Value$5.5M (-$629.5K)
Filed 2026-10-22
Linden Thomas Advisory Services, LLC
INCREASED
Shares52,693 from 51,038
Change+1,655 (+3%)
Value$5.5M (-$304.7K)
Filed 2026-10-19
CX Institutional
INCREASED
Shares52,512 from 51,046
Change+1,466 (+3%)
Value$5.5K (-$325)
Filed 2026-10-02
Independence Bank of Kentucky
DECREASED
Shares52,080 from 52,400
Change-320 (-1%)
Value$5.4M (-$522.7K)
Filed 2026-10-26
CGN Advisors LLC
INCREASED
Shares52,018 from 51,400
Change+618 (+1%)
Value$5.4M (-$415.8K)
Filed 2026-10-21
Hixon Zuercher, LLC
INCREASED
Shares51,986 from 51,921
Change+65 (+0%)
Value$5.4M (-$478.2K)
Filed 2026-10-13
North Star Investment Management Corp.
INCREASED
Shares51,951 from 51,946
Change+5 (+0%)
Value$5.4M (-$484.6K)
Filed 2026-10-27
Monument Capital Management
INCREASED
Shares51,833 from 51,594
Change+239 (+0%)
Value$5.4M (-$457.1K)
Filed 2026-10-09
Cornerstone Planning, LLC
INCREASED
Shares51,735 from 51,407
Change+328 (+1%)
Value$5.7M (-$106.8K)
Filed 2026-10-27
Bfsg, LLC
INCREASED
Shares51,241 from 50,665
Change+576 (+1%)
Value$5.3M (-$413.4K)
Filed 2026-10-30
Weaver Capital Management LLC
DECREASED
Shares51,221 from 54,116
Change-2,895 (-5%)
Value$5.3M (-$1.4M)
Filed 2026-10-15
Cohen Klingenstein LLC
UNCHANGED
Shares51,000 from 51,000
Change0 (0%)
Value$5.3M (-$476.3K)
Filed 2026-10-15
Successful Portfolios LLC
UNCHANGED
Shares50,990 from 50,990
Change0 (0%)
Value$5.4M (-$432.2K)
Filed 2026-10-09
Quadcap Wealth Management, LLC
DECREASED
Shares50,961 from 52,408
Change-1,447 (-3%)
Value$5.3M (-$639.8K)
Filed 2026-11-02
Alphinity Investment Management Pty Ltd
DECREASED
Shares50,874 from 81,684
Change-30,810 (-38%)
Value$5.3M (-$4.0M)
Filed 2026-11-02
Univest Financial Corp
INCREASED
Shares50,849 from 45,725
Change+5,124 (+11%)
Value$5.3M (+$105.4K)
Filed 2026-11-05
Meridian Investment Counsel Inc.
DECREASED
Shares50,740 from 52,792
Change-2,052 (-4%)
Value$5.3M (-$706.3K)
Filed 2026-10-14
Waldron Private Wealth LLC
DECREASED
Shares50,409 from 51,134
Change-725 (-1%)
Value$5.2M (-$553.0K)
Filed 2026-11-02
Apollon Financial, LLC
DECREASED
Shares50,310 from 50,707
Change-397 (-1%)
Value$5.2M (-$514.9K)
Filed 2026-10-23
CFS Investment Advisory Services, LLC
DECREASED
Shares50,261 from 50,589
Change-328 (-1%)
Value$5.4M (-$269.9K)
Filed 2026-10-19
Aries Wealth Management
DECREASED
Shares50,242 from 54,344
Change-4,102 (-8%)
Value$5.2M (-$933.9K)
Filed 2026-10-23
Financial Advisory Partners, LLC
DECREASED
Shares50,204 from 50,642
Change-438 (-1%)
Value$5.2M (-$518.5K)
Filed 2026-10-23
Fulton Bank, N.A.
DECREASED
Shares50,200 from 53,551
Change-3,351 (-6%)
Value$5.2M (-$848.4K)
Filed 2026-10-14
Turn8 Private Wealth Inc.
INCREASED
Shares50,162 from 41,920
Change+8,242 (+20%)
Value$5.2M (+$509.3K)
Filed 2026-11-05
Florida Financial Advisors, LLC
INCREASED
Shares50,047 from 45,107
Change+4,940 (+11%)
Value$5.2M (+$91.7K)
Filed 2026-11-09
CoreCap Advisors, LLC
DECREASED
Shares50,027 from 67,574
Change-17,547 (-26%)
Value$5.2M (-$2.5M)
Filed 2026-10-08
Delta Financial Advisors LLC
DECREASED
Shares49,977 from 51,012
Change-1,035 (-2%)
Value$5.2M (-$584.0K)
Filed 2026-10-27
Morguard Lincluden Global Investments Ltd
INCREASED
Shares49,944 from 43,169
Change+6,775 (+16%)
Value$5.2K (-$4.9M)
Filed 2026-10-28
Murphy, Middleton, Hinkle & Parker, Inc.
DECREASED
Shares49,924 from 50,951
Change-1,027 (-2%)
Value$5.2M (-$582.6K)
Filed 2026-10-15
Private Trust Co NA
INCREASED
Shares49,921 from 48,074
Change+1,847 (+4%)
Value$5.2M (-$257.1K)
Filed 2026-10-20
Arkfeld Wealth Strategies, L.L.C.
INCREASED
Shares49,810 from 39,659
Change+10,151 (+26%)
Value$5.4M (+$999.2K)
Filed 2026-10-19
Axxion S.A.
UNCHANGED
Shares49,803 from 49,803
Change0 (0%)
Value$5.2M (-$465.2K)
Filed 2026-10-22
111 Capital
DECREASED
Shares49,733 from 50,873
Change-1,140 (-2%)
Value$5.2M (-$593.6K)
Filed 2026-11-03
Finivi Inc.
INCREASED
Shares49,713 from 48,945
Change+768 (+2%)
Value$5.2M (-$377.4K)
Filed 2026-10-13
Welch Group, LLC
DECREASED
Shares49,503 from 50,675
Change-1,172 (-2%)
Value$5.1M (-$595.1K)
Filed 2026-10-29
ASK Capital Investment Managers, LLC
NEW
Shares49,395
Change+49,395
Value$5.1M
Filed 2026-10-14
Plancorp, LLC
INCREASED
Shares49,374 from 45,491
Change+3,883 (+9%)
Value$6.1M (+$876.6K)
Filed 2026-11-03
Mitchell Capital Management Co
INCREASED
Shares49,264 from 47,782
Change+1,482 (+3%)
Value$5.1M (-$292.3K)
Filed 2026-10-29
Argonautica Private Wealth Management, Inc
DECREASED
Shares49,119 from 49,874
Change-755 (-2%)
Value$5.1M (-$544.3K)
Filed 2026-11-02
Mustard Seed Financial, LLC
INCREASED
Shares49,116 from 48,792
Change+324 (+1%)
Value$5.1M (-$422.1K)
Filed 2026-10-30
Finer Wealth Management, Inc.
INCREASED
Shares49,034 from 48,688
Change+346 (+1%)
Value$5.1M (-$418.8K)
Filed 2026-10-16
Duncker Streett & Co Inc
DECREASED
Shares48,945 from 49,115
Change-170 (0%)
Value$5.1M (-$476.4K)
Filed 2026-10-27
Comprehensive Financial Consultants Institutional, Inc.
DECREASED
Shares48,905 from 50,717
Change-1,812 (-4%)
Value$5.1M (-$662.0K)
Filed 2026-10-15
Verdence Capital Advisors LLC
INCREASED
Shares48,803 from 38,444
Change+10,359 (+27%)
Value$5.1M (+$717.4K)
Filed 2026-10-26
Ledyard National Bank
DECREASED
Shares48,712 from 48,873
Change-161 (0%)
Value$5.1M (-$473.2K)
Filed 2026-10-21
Fairfield Financial Advisors, LTD
INCREASED
Shares48,707 from 48,284
Change+423 (+1%)
Value$5.1M (-$407.1K)
Filed 2026-10-14
GC Wealth Management RIA, LLC
DECREASED
Shares48,693 from 50,166
Change-1,473 (-3%)
Value$5.1M (-$621.6K)
Filed 2026-11-02
Westover Capital Advisors, LLC
DECREASED
Shares48,592 from 50,238
Change-1,646 (-3%)
Value$5.0M (-$640.3K)
Filed 2026-10-26
Victrix Investment Advisors
INCREASED
Shares48,301 from 46,820
Change+1,481 (+3%)
Value$5.0M (-$283.5K)
Filed 2026-10-13
Shepherd Financial Partners LLC
DECREASED
Shares48,207 from 49,701
Change-1,494 (-3%)
Value$5.0M (-$619.4K)
Filed 2026-11-03
Chicago Trust Co NA
INCREASED
Shares48,081 from 42,418
Change+5,663 (+13%)
Value$5.0M (+$192.3K)
Filed 2026-10-28
Northcape Wealth Management, LLC
DECREASED
Shares48,073 from 51,351
Change-3,278 (-6%)
Value$5.0M (-$820.3K)
Filed 2026-11-04
Brendel Financial Advisors LLC
INCREASED
Shares47,998 from 46,645
Change+1,353 (+3%)
Value$5.0M (-$295.1K)
Filed 2026-11-09
Silvant Capital Management LLC
DECREASED
Shares47,975 from 60,700
Change-12,725 (-21%)
Value$5.0M (-$1.9M)
Filed 2026-11-09
Summit Asset Management, LLC
DECREASED
Shares47,832 from 48,213
Change-381 (-1%)
Value$5.0M (-$490.0K)
Filed 2026-11-05
Archford Capital Strategies, LLC
DECREASED
Shares47,766 from 53,544
Change-5,778 (-11%)
Value$5.0M (-$1.1M)
Filed 2026-10-19
TD Private Client Wealth LLC
INCREASED
Shares47,636 from 47,153
Change+483 (+1%)
Value$5.0M (-$390.2K)
Filed 2026-10-28
Kentucky Farm Bureau Mutual Insurance Co
UNCHANGED
Shares47,213 from 47,213
Change0 (0%)
Value$4.9M (-$441.0K)
Filed 2026-11-06
Argentarii, LLC
DECREASED
Shares47,115 from 47,225
Change-110 (0%)
Value$4.9M (-$452.5K)
Filed 2026-10-28
Parsons Capital Management Inc
INCREASED
Shares47,082 from 45,408
Change+1,674 (+4%)
Value$4.9M (-$250.2K)
Filed 2026-10-28
Sterling Capital Management LLC
DECREASED
Shares46,853 from 89,754
Change-42,901 (-48%)
Value$4.9M (-$5.3M)
Filed 2026-10-22
Nfsg Corp
DECREASED
Shares46,844 from 48,065
Change-1,221 (-3%)
Value$4.9M (-$575.9K)
Filed 2026-10-15
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED
Shares46,765 from 43,110
Change+3,655 (+8%)
Value$4.9K (-$4.9M)
Filed 2026-10-14
Directional Asset Management
INCREASED
Shares46,727 from 46,624
Change+103 (+0%)
Value$4.9M (-$424.7K)
Filed 2026-10-22
Flavin Financial Services, Inc.
INCREASED
Shares46,703 from 45,780
Change+923 (+2%)
Value$4.9M (-$331.7K)
Filed 2026-10-21
Sterling Investment Advisors, Ltd.
DECREASED
Shares46,516 from 46,760
Change-244 (-1%)
Value$4.8M (-$462.1K)
Filed 2026-10-27
Rahlfs Capital, LLC
DECREASED
Shares46,490 from 47,015
Change-525 (-1%)
Value$4.8M (-$493.7K)
Filed 2026-10-23
Capital Asset Advisory Services LLC
DECREASED
Shares46,475 from 72,973
Change-26,498 (-36%)
Value$5.6M (-$2.6M)
Filed 2026-10-30
Wealth Group, Ltd.
DECREASED
Shares46,311 from 157,447
Change-111,136 (-71%)
Value$4.8K (-$17.8M)
Filed 2026-10-30
Fire Capital Management LLC
INCREASED
Shares46,008 from 20,353
Change+25,655 (+126%)
Value$4.8M (+$2.5M)
Filed 2026-10-27
Legacy CG, LLC
DECREASED
Shares45,984 from 52,380
Change-6,396 (-12%)
Value$4.8M (-$1.2M)
Filed 2026-10-30
BG Investment Services, LLC
NEW
Shares45,905
Change+45,905
Value$4.8M
Filed 2026-10-23
Kampmann Melissa S.
INCREASED
Shares45,864 from 45,836
Change+28 (+0%)
Value$4.8M (-$425.2K)
Filed 2026-10-28
First Heartland Consultants, Inc.
DECREASED
Shares45,719 from 46,825
Change-1,106 (-2%)
Value$4.8M (-$552.4K)
Filed 2026-10-08
PW Nova Financial Services LLC
DECREASED
Shares45,503 from 50,393
Change-4,890 (-10%)
Value$4.7M (-$978.9K)
Filed 2026-10-15
Allen Mooney & Barnes Investment Advisors LLC
INCREASED
Shares45,421 from 45,107
Change+314 (+1%)
Value$4.7M (-$388.7K)
Filed 2026-10-08
Avestar Capital, LLC
DECREASED
Shares45,403 from 51,282
Change-5,879 (-11%)
Value$4.7M (-$1.1M)
Filed 2026-10-28
Oarsman Capital, Inc.
INCREASED
Shares45,386 from 44,246
Change+1,140 (+3%)
Value$4.7M (-$294.8K)
Filed 2026-11-05
Kercheville Advisors, LLC
DECREASED
Shares45,364 from 62,399
Change-17,035 (-27%)
Value$4.7M (-$2.4M)
Filed 2026-10-19
Stenger Family Office, LLC
INCREASED
Shares45,145 from 37,151
Change+7,994 (+22%)
Value$5.1M (+$861.1K)
Filed 2026-10-22
Fischer Financial Services, Inc.
INCREASED
Shares44,780 from 43,769
Change+1,011 (+2%)
Value$4.7M (-$303.8K)
Filed 2026-10-30
Lester Murray Antman dba SimplyRich
DECREASED
Shares44,571 from 45,683
Change-1,112 (-2%)
Value$4.6M (-$542.2K)
Filed 2026-11-06
Farmers & Merchants Trust Co of Long Beach
INCREASED
Shares44,446 from 44,006
Change+440 (+1%)
Value$4.6M (-$365.3K)
Filed 2026-10-22
Essex Bank
DECREASED
Shares44,429 from 44,475
Change-46 (0%)
Value$4.6M (-$420.2K)
Filed 2026-10-16
Peddock Capital Advisors, LLC
INCREASED
Shares44,198 from 43,761
Change+437 (+1%)
Value$4.6M (-$363.3K)
Filed 2026-10-16
Ayrshire Capital Management LLC
INCREASED
Shares44,172 from 29,227
Change+14,945 (+51%)
Value$4.6M (+$1.3M)
Filed 2026-10-20
Northern Financial Advisors Inc
DECREASED
Shares44,144 from 44,369
Change-225 (-1%)
Value$4.6M (-$437.8K)
Filed 2026-10-29
Carderock Capital Management Inc
DECREASED
Shares44,088 from 44,837
Change-749 (-2%)
Value$4.6M (-$496.6K)
Filed 2026-10-22
Bank of New Hampshire
INCREASED
Shares43,946 from 43,703
Change+243 (+1%)
Value$4.6M (-$382.9K)
Filed 2026-10-06
Csenge Advisory Group
INCREASED
Shares43,750 from 40,855
Change+2,895 (+7%)
Value$4.5M (-$80.7K)
Filed 2026-11-04
Northstar Asset Management Co
DECREASED
Shares43,539 from 44,589
Change-1,050 (-2%)
Value$5.1M (+$247.7K)
Filed 2026-10-22
StoneX Group Inc.
INCREASED
Shares43,267 from 42,811
Change+456 (+1%)
Value$4.5M (-$345.1K)
Filed 2026-11-03
TBH Global Asset Management, LLC
DECREASED
Shares43,171 from 43,446
Change-275 (-1%)
Value$4.5M (-$434.4K)
Filed 2026-11-03
IPG Investment Advisors LLC
INCREASED
Shares43,078 from 34,919
Change+8,159 (+23%)
Value$4.5M (+$521.7K)
Filed 2026-10-30
Beacon Financial Group
DECREASED
Shares43,055 from 44,823
Change-1,768 (-4%)
Value$4.5M (-$602.3K)
Filed 2026-10-19
Means Investment Co., Inc.
DECREASED
Shares43,029 from 44,125
Change-1,096 (-2%)
Value$4.5M (-$526.0K)
Filed 2026-11-03
Delta Investment Management, LLC
INCREASED
Shares42,981 from 42,663
Change+318 (+1%)
Value$4.5M (-$365.5K)
Filed 2026-11-09
Culbertson A N & Co Inc
DECREASED
Shares42,972 from 43,072
Change-100 (0%)
Value$4.5M (-$412.7K)
Filed 2026-10-21
Vectors Research Management, LLC
DECREASED
Shares42,961 from 46,093
Change-3,132 (-7%)
Value$4.5M (-$756.0K)
Filed 2026-11-09
White Pine Capital LLC
INCREASED
Shares42,862 from 42,794
Change+68 (+0%)
Value$4.5M (-$392.6K)
Filed 2026-11-09
Banque Pictet & CIE SA
DECREASED
Shares42,706 from 54,826
Change-12,120 (-22%)
Value$4.4M (-$1.8M)
Filed 2026-10-16
Smithfield Trust Co
DECREASED
Shares42,699 from 43,881
Change-1,182 (-3%)
Value$4.4K (-$5.0M)
Filed 2026-11-09
Fluent Financial, LLC
NEW
Shares42,526
Change+42,526
Value$4.4M
Filed 2026-10-13
Benedict Financial Advisors Inc
DECREASED
Shares42,462 from 43,556
Change-1,094 (-3%)
Value$4.4M (-$520.5K)
Filed 2026-10-07
Financial Security Advisor, Inc.
DECREASED
Shares42,365 from 44,487
Change-2,122 (-5%)
Value$4.4M (-$636.0K)
Filed 2026-11-03
Gold Investment Management Ltd.
INCREASED
Shares42,164 from 41,060
Change+1,104 (+3%)
Value$4.4M (-$268.8K)
Filed 2026-10-19
Canandaigua National Bank & Trust Co
DECREASED
Shares42,095 from 42,526
Change-431 (-1%)
Value$4.4M (-$442.0K)
Filed 2026-10-07
Providence Wealth Advisors, LLC
DECREASED
Shares41,910 from 41,923
Change-13 (0%)
Value$4.4M (-$320.0K)
Filed 2026-10-29
Diversified Enterprises, LLC
INCREASED
Shares41,872 from 38,647
Change+3,225 (+8%)
Value$4.4M (-$25.8K)
Filed 2026-10-19
Claro Advisors Inc.
DECREASED
Shares41,598 from 42,134
Change-536 (-1%)
Value$4.3M (-$449.2K)
Filed 2026-11-02
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
UNCHANGED
Shares41,481 from 41,481
Change0 (0%)
Value$4.3M (-$387.4K)
Filed 2026-11-09
Wealthcare Advisory Partners LLC
INCREASED
Shares41,394 from 39,188
Change+2,206 (+6%)
Value$4.3M (-$136.8K)
Filed 2026-10-21
Eagle Bluffs Wealth Management LLC
INCREASED
Shares41,287 from 39,685
Change+1,602 (+4%)
Value$4.3M (-$204.2K)
Filed 2026-10-20
Aspen Investment Management Inc
DECREASED
Shares41,153 from 42,885
Change-1,732 (-4%)
Value$4.3K (-$580)
Filed 2026-11-05
Hengehold Capital Management LLC
INCREASED
Shares41,117 from 39,550
Change+1,567 (+4%)
Value$4.3M (-$206.6K)
Filed 2026-10-16
Cigna Investments Inc
DECREASED
Shares41,034 from 41,567
Change-533 (-1%)
Value$4.3K (-$4.7M)
Filed 2026-10-19
Carlson Capital, L.P.
DECREASED
Shares40,927 from 59,324
Change-18,397 (-31%)
Value$4.3M (-$2.5M)
Filed 2026-11-09
Aprio Wealth Management, LLC
DECREASED
Shares40,898 from 42,480
Change-1,582 (-4%)
Value$4.3M (-$561.1K)
Filed 2026-10-28
Pines Wealth Management, LLC
INCREASED
Shares40,888 from 39,837
Change+1,051 (+3%)
Value$4.2M (-$262.8K)
Filed 2026-10-21
Shayne & Jacobs, LLC
DECREASED
Shares40,866 from 40,951
Change-85 (0%)
Value$4.2M (-$391.3K)
Filed 2026-10-21
Everhart Financial Group, Inc.
DECREASED
Shares40,776 from 45,089
Change-4,313 (-10%)
Value$4.2M (-$869.3K)
Filed 2026-10-08
BIP Wealth, LLC
INCREASED
Shares40,772 from 39,505
Change+1,267 (+3%)
Value$4.2M (-$237.4K)
Filed 2026-10-22
Forum Financial Management, LP
DECREASED
Shares40,416 from 41,617
Change-1,201 (-3%)
Value$4.2M (-$513.5K)
Filed 2026-10-16
Burke & Herbert Bank & Trust Co
DECREASED
Shares40,363 from 41,111
Change-748 (-2%)
Value$4.2M (-$461.7K)
Filed 2026-11-02
Great Lakes Advisors, LLC
DECREASED
Shares40,355 from 74,569
Change-34,214 (-46%)
Value$4.2M (-$4.3M)
Filed 2026-11-06
Spectrum Asset Management, Inc. (NB )
DECREASED
Shares40,303 from 40,432
Change-129 (0%)
Value$4.2M (-$391.1K)
Filed 2026-10-19
Guardian Asset Advisors, LLC
DECREASED
Shares40,282 from 40,399
Change-117 (0%)
Value$4.2M (-$389.6K)
Filed 2026-10-16
Triad Wealth Partners, LLC
INCREASED
Shares40,045 from 38,824
Change+1,221 (+3%)
Value$4.2M (-$136.7K)
Filed 2026-10-26
Cetera Trust Company, N.a
UNCHANGED
Shares39,885 from 39,885
Change0 (0%)
Value$4.1M (-$372.5K)
Filed 2026-11-09
Dumont & Blake Investment Advisors LLC
DECREASED
Shares39,873 from 40,379
Change-506 (-1%)
Value$4.1M (-$429.8K)
Filed 2026-10-28
Fragasso Financial Advisors Inc
INCREASED
Shares39,830 from 37,327
Change+2,503 (+7%)
Value$4.4M (+$207.4K)
Filed 2026-10-13
Trust Co of Oklahoma
INCREASED
Shares39,805 from 37,046
Change+2,759 (+7%)
Value$4.1M (-$59.3K)
Filed 2026-10-15
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares39,660 from 39,660
Change0 (0%)
Value$4.5M ($0)
Filed 2026-10-15
Chatham Capital Group, Inc.
DECREASED
Shares39,595 from 40,026
Change-431 (-1%)
Value$4.1M (-$418.6K)
Filed 2026-10-16
Grimes & Co Wealth Management, LLC
DECREASED
Shares39,564 from 50,675
Change-11,111 (-22%)
Value$4.1M (-$1.6M)
Filed 2026-10-29
SGL Investment Advisors, Inc.
INCREASED
Shares39,523 from 39,012
Change+511 (+1%)
Value$5.0M (+$565.7K)
Filed 2026-11-09
Mattern Wealth Management LLC
DECREASED
Shares39,494 from 39,744
Change-250 (-1%)
Value$4.1M (-$397.2K)
Filed 2026-11-04
CrossGen Wealth, LLC
INCREASED
Shares39,439 from 38,868
Change+571 (+1%)
Value$4.1M (-$303.7K)
Filed 2026-10-30
Focus Financial Network, Inc.
DECREASED
Shares39,429 from 39,754
Change-325 (-1%)
Value$4.1M (-$405.0K)
Filed 2026-10-14
United Advisor Group, LLC
DECREASED
Shares39,423 from 40,998
Change-1,575 (-4%)
Value$4.1M (-$546.6K)
Filed 2026-11-03
Ascentis Independent Advisors
INCREASED
Shares39,243 from 645
Change+38,598 (+5984%)
Value$4.1M (+$4.0M)
Filed 2026-11-03
Premier Path Wealth Partners, LLC
INCREASED
Shares39,105 from 38,701
Change+404 (+1%)
Value$4.1M (-$319.4K)
Filed 2026-10-16
Joel Isaacson & Co., LLC
INCREASED
Shares39,050 from 38,446
Change+604 (+2%)
Value$4.1M (-$296.3K)
Filed 2026-11-05
Pathway Financial Advisers, LLC
INCREASED
Shares38,919 from 36,891
Change+2,028 (+6%)
Value$4.0M (-$133.8K)
Filed 2026-10-27
Hedeker Wealth, LLC
DECREASED
Shares38,530 from 39,308
Change-778 (-2%)
Value$4.0M (-$447.9K)
Filed 2026-10-23
Legacy Bridge, LLC
DECREASED
Shares38,491 from 38,731
Change-240 (-1%)
Value$4.0M (-$386.7K)
Filed 2026-10-28
SeaBridge Investment Advisors LLC
DECREASED
Shares38,433 from 44,586
Change-6,153 (-14%)
Value$4.0M (-$1.1M)
Filed 2026-11-02
Tilia Fiduciary Partners, Inc.
INCREASED
Shares38,338 from 37,345
Change+993 (+3%)
Value$4.0M (-$245.6K)
Filed 2026-10-09
Silver OAK Securities, Incorporated
DECREASED
Shares38,330 from 59,202
Change-20,872 (-35%)
Value$4.8M (-$1.9M)
Filed 2026-11-09
Indivisible Partners
INCREASED
Shares38,255 from 32,221
Change+6,034 (+19%)
Value$4.0M (+$326.1K)
Filed 2026-10-26
Pacifica Partners Inc.
DECREASED
Shares38,190 from 41,660
Change-3,470 (-8%)
Value$4.0M (-$672.5K)
Filed 2026-10-09
Verity Asset Management, Inc.
INCREASED
Shares38,073 from 37,471
Change+602 (+2%)
Value$4.0M (-$287.5K)
Filed 2026-10-30
Mendel Money Management
INCREASED
Shares38,067 from 32,020
Change+6,047 (+19%)
Value$4.0M (+$329.3K)
Filed 2026-11-02
St. Johns Investment Management Company, LLC
DECREASED
Shares38,054 from 38,868
Change-814 (-2%)
Value$4.0M (-$447.6K)
Filed 2026-10-30
Patriot Financial Group Insurance Agency, LLC
DECREASED
Shares37,961 from 55,487
Change-17,526 (-32%)
Value$3.9M (-$2.4M)
Filed 2026-10-14
New Hampshire Trust
DECREASED
Shares37,927 from 38,086
Change-159 (0%)
Value$3.9M (-$372.2K)
Filed 2026-10-20
AM Investment Strategies LLC
INCREASED
Shares37,879 from 34,558
Change+3,321 (+10%)
Value$3.9K (+$22)
Filed 2026-11-05
Anderson Hoagland & Co
DECREASED
Shares37,871 from 38,027
Change-156 (0%)
Value$4.6M (+$280.0K)
Filed 2026-10-23
Alkeme Wealth, LLC
INCREASED
Shares37,783 from 37,495
Change+288 (+1%)
Value$3.9M (-$320.3K)
Filed 2026-10-08
ICW Investment Advisors LLC
DECREASED
Shares37,781 from 38,350
Change-569 (-1%)
Value$3.9M (-$417.3K)
Filed 2026-10-27
Beese Fulmer Investment Management, Inc.
DECREASED
Shares37,766 from 38,414
Change-648 (-2%)
Value$3.9M (-$426.2K)
Filed 2026-10-23
Principle Wealth Partners LLC
INCREASED
Shares37,373 from 35,329
Change+2,044 (+6%)
Value$3.9M (-$117.6K)
Filed 2026-11-02
Cidel Asset Management Inc
INCREASED
Shares37,255 from 35,910
Change+1,345 (+4%)
Value$3.9M (-$193.3K)
Filed 2026-10-29
Juno Financial Group LLC
INCREASED
Shares37,252 from 35,958
Change+1,294 (+4%)
Value$3.9M (-$201.3K)
Filed 2026-10-27
3Chopt Investment Partners, LLC
INCREASED
Shares37,193 from 36,283
Change+910 (+3%)
Value$3.9M (-$244.3K)
Filed 2026-10-30
Peterson Wealth Services
INCREASED
Shares37,174 from 35,657
Change+1,517 (+4%)
Value$3.9M (-$175.3K)
Filed 2026-10-26
Whalen Wealth Management Inc.
INCREASED
Shares36,948 from 36,477
Change+471 (+1%)
Value$3.8M (-$291.8K)
Filed 2026-10-08
Central Bank & Trust Co
DECREASED
Shares36,899 from 37,535
Change-636 (-2%)
Value$3.8M (-$416.7K)
Filed 2026-10-09
TCV Trust & Wealth Management, Inc.
INCREASED
Shares36,819 from 36,306
Change+513 (+1%)
Value$3.8M (-$285.8K)
Filed 2026-10-16
RDA Financial Network
DECREASED
Shares36,816 from 37,222
Change-406 (-1%)
Value$3.8M (-$389.9K)
Filed 2026-10-15
Hoey Investments, Inc
DECREASED
Shares36,756 from 38,537
Change-1,781 (-5%)
Value$3.8M (-$545.0K)
Filed 2026-10-29
Vista Investment Partners LLC
INCREASED
Shares36,675 from 20,129
Change+16,546 (+82%)
Value$3.8M (+$1.5M)
Filed 2026-10-08
Bank of Stockton
INCREASED
Shares36,638 from 36,527
Change+111 (+0%)
Value$3.8M (-$329.6K)
Filed 2026-10-20
WD Rutherford LLC
INCREASED
Shares36,414 from 35,067
Change+1,347 (+4%)
Value$3.8M (-$187.5K)
Filed 2026-10-26
Butensky & Cohen Financial Security, Inc
INCREASED
Shares36,391 from 33,228
Change+3,163 (+10%)
Value$3.8M (+$18.4K)
Filed 2026-10-13
West Michigan Advisors, LLC
INCREASED
Shares36,305 from 35,924
Change+381 (+1%)
Value$3.8M (-$296.0K)
Filed 2026-11-09
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares36,277 from 35,826
Change+451 (+1%)
Value$3.8M (-$287.7K)
Filed 2026-10-27
Tounjian Advisory Partners, LLC
DECREASED
Shares36,208 from 37,785
Change-1,577 (-4%)
Value$3.8M (-$516.8K)
Filed 2026-11-04
Stokes Capital Advisors, LLC
INCREASED
Shares36,203 from 17,383
Change+18,820 (+108%)
Value$3.8M (+$1.8M)
Filed 2026-10-09
Phoenix Wealth Advisors
INCREASED
Shares36,141 from 35,585
Change+556 (+2%)
Value$3.8M (-$274.5K)
Filed 2026-11-03
Park Edge Advisors, LLC
INCREASED
Shares36,097 from 29,312
Change+6,785 (+23%)
Value$3.8M (+$431.2K)
Filed 2026-10-28
Sterling Investment Counsel, LLC
INCREASED
Shares35,988 from 35,483
Change+505 (+1%)
Value$3.7M (-$278.9K)
Filed 2026-10-19
Traynor Capital Management, Inc.
INCREASED
Shares35,903 from 33,414
Change+2,489 (+7%)
Value$3.7M (-$53.4K)
Filed 2026-10-29
Strong Tower Advisory Services
INCREASED
Shares35,882 from 33,848
Change+2,034 (+6%)
Value$3.7M (-$104.8K)
Filed 2026-10-13
Wynn Capital, LLC
DECREASED
Shares35,742 from 35,987
Change-245 (-1%)
Value$3.7M (-$361.6K)
Filed 2026-10-13
Madden Securities Corp
DECREASED
Shares35,733 from 36,067
Change-334 (-1%)
Value$3.7M (-$371.6K)
Filed 2026-10-27
Summit Place Financial Advisors, LLC
DECREASED
Shares35,709 from 38,964
Change-3,255 (-8%)
Value$3.7M (-$702.2K)
Filed 2026-10-23
R.H. Dinel Investment Counsel, Inc.
DECREASED
Shares35,550 from 38,475
Change-2,925 (-8%)
Value$3.7M (-$663.3K)
Filed 2026-10-14
Trust Co of Toledo NA
INCREASED
Shares35,434 from 27,819
Change+7,615 (+27%)
Value$3.7M (+$531.5K)
Filed 2026-10-16
Catalyst Financial Partners LLC
INCREASED
Shares35,429 from 33,329
Change+2,100 (+6%)
Value$3.7M (-$93.1K)
Filed 2026-11-06
Lineweaver Wealth Advisors, LLC
INCREASED
Shares35,342 from 27,527
Change+7,815 (+28%)
Value$3.7M (+$555.1K)
Filed 2026-10-13
Diligent Investors, LLC
INCREASED
Shares35,312 from 34,709
Change+603 (+2%)
Value$3.7M (-$261.5K)
Filed 2026-10-21
Prudent Man Advisors, LLC
DECREASED
Shares35,071 from 36,169
Change-1,098 (-3%)
Value$3.6M (-$451.9K)
Filed 2026-11-03
Hollow Brook Wealth Management LLC
DECREASED
Shares35,067 from 38,416
Change-3,349 (-9%)
Value$3.6M (-$706.8K)
Filed 2026-10-29
Nicholas Hoffman & Company, Llc.
INCREASED
Shares34,842 from 34,763
Change+79 (+0%)
Value$3.6M (-$316.4K)
Filed 2026-10-30
Silverleafe Capital Partners, LLC
INCREASED
Shares34,823 from 33,677
Change+1,146 (+3%)
Value$3.6M (-$195.4K)
Filed 2026-10-02
PFG Advisors
DECREASED
Shares34,784 from 35,176
Change-392 (-1%)
Value$3.6M (-$369.3K)
Filed 2026-10-16
Simon Quick Advisors, LLC
DECREASED
Shares34,732 from 36,468
Change-1,736 (-5%)
Value$3.6M (-$521.0K)
Filed 2026-10-26
Gables Capital Management Inc.
DECREASED
Shares34,674 from 34,974
Change-300 (-1%)
Value$3.6M (-$357.8K)
Filed 2026-11-04
Summit Wealth Group LLC / Co
INCREASED
Shares34,400 from 22,345
Change+12,055 (+54%)
Value$3.6M (+$1.0M)
Filed 2026-10-29
Virginia Wealth Management Group, Inc.
INCREASED
Shares34,288 from 34,082
Change+206 (+1%)
Value$3.6M (-$296.9K)
Filed 2026-10-14
Xcel Wealth Management, LLC
DECREASED
Shares34,071 from 35,184
Change-1,113 (-3%)
Value$3.5M (-$444.3K)
Filed 2026-10-26
Diesslin Group, Inc.
UNCHANGED
Shares34,033 from 34,033
Change0 (0%)
Value$3.5M (-$317.9K)
Filed 2026-10-14
Snider Financial Group
DECREASED
Shares33,985 from 34,235
Change-250 (-1%)
Value$3.5M (-$345.7K)
Filed 2026-10-16
SBI Securities Co., Ltd.
INCREASED
Shares33,899 from 32,068
Change+1,831 (+6%)
Value$3.5M (-$109.2K)
Filed 2026-10-22
Triton Wealth Management, Pllc
INCREASED
Shares33,858 from 31,584
Change+2,274 (+7%)
Value$4.3M (+$681.2K)
Filed 2026-11-04
Uptick Partners, LLC
DECREASED
Shares33,754 from 38,034
Change-4,280 (-11%)
Value$3.5M (-$800.0K)
Filed 2026-11-04
Castle Rock Wealth Management, LLC
DECREASED
Shares33,628 from 36,997
Change-3,369 (-9%)
Value$3.6M (-$421.1K)
Filed 2026-10-09
Garner Asset Management Corp
DECREASED
Shares33,536 from 34,499
Change-963 (-3%)
Value$4.0M (+$124.4K)
Filed 2026-10-30
PDS Planning, Inc
INCREASED
Shares33,502 from 32,479
Change+1,023 (+3%)
Value$3.5M (-$197.0K)
Filed 2026-11-03
Gen-Wealth Partners Inc
INCREASED
Shares33,402 from 31,795
Change+1,607 (+5%)
Value$3.5M (-$130.0K)
Filed 2026-11-04
Folger Nolan Fleming Douglas Capital Management, Inc
INCREASED
Shares33,360 from 32,360
Change+1,000 (+3%)
Value$3.5M (-$198.3K)
Filed 2026-10-13
Advisor OS, LLC
DECREASED
Shares33,332 from 35,035
Change-1,703 (-5%)
Value$3.5M (-$504.1K)
Filed 2026-11-03
Certuity, LLC
INCREASED
Shares33,314 from 32,260
Change+1,054 (+3%)
Value$3.5M (-$191.8K)
Filed 2026-11-02
Avior Wealth Management, LLC
DECREASED
Shares33,274 from 34,079
Change-805 (-2%)
Value$3.5M (-$401.9K)
Filed 2026-10-13
Guardian Investment Management
INCREASED
Shares33,269 from 32,200
Change+1,069 (+3%)
Value$3.5M (-$189.4K)
Filed 2026-10-23
Advantage Trust Co
UNCHANGED
Shares33,137 from 33,137
Change0 (0%)
Value$3.4M (-$309.5K)
Filed 2026-10-19
Global Trust Asset Management, LLC
DECREASED
Shares33,097 from 34,102
Change-1,005 (-3%)
Value$3.4M (-$422.9K)
Filed 2026-10-19
MCF Advisors LLC
DECREASED
Shares32,896 from 34,606
Change-1,710 (-5%)
Value$3.4M (-$500.9K)
Filed 2026-10-28
Nikulski Financial, Inc.
DECREASED
Shares32,878 from 33,530
Change-652 (-2%)
Value$3.4M (-$380.9K)
Filed 2026-11-06
Bria Capital Group, LLC
INCREASED
Shares32,864 from 23,307
Change+9,557 (+41%)
Value$3.4M (+$775.5K)
Filed 2026-10-22
Intesa Sanpaolo Wealth Management
DECREASED
Shares32,768 from 36,097
Change-3,329 (-9%)
Value$3.4M (-$683.1K)
Filed 2026-10-28
Greatmark Investment Partners, Inc.
DECREASED
Shares32,657 from 32,676
Change-19 (0%)
Value$3.4M (-$307.1K)
Filed 2026-10-28
Old Mission Investment Co LLC
DECREASED
Shares32,614 from 33,020
Change-406 (-1%)
Value$3.4M (-$350.6K)
Filed 2026-10-22
HCR Wealth Advisors
DECREASED
Shares32,611 from 35,069
Change-2,458 (-7%)
Value$3.4M (-$583.0K)
Filed 2026-10-15
VCI Wealth Management LLC
INCREASED
Shares32,458 from 31,802
Change+656 (+2%)
Value$3.4M (-$228.8K)
Filed 2026-10-29
Strengthening Families & Communities, LLC
INCREASED
Shares32,440 from 32,439
Change+1 (0%)
Value$3.4M (-$302.9K)
Filed 2026-10-21
Legacy Financial Strategies, LLC
DECREASED
Shares32,415 from 32,751
Change-336 (-1%)
Value$3.4M (-$340.9K)
Filed 2026-10-15
NTV Asset Management LLC
INCREASED
Shares32,383 from 32,217
Change+166 (+1%)
Value$3.4M (-$283.5K)
Filed 2026-10-23
Facet Wealth, Inc.
INCREASED
Shares32,371 from 30,420
Change+1,951 (+6%)
Value$3.4M (-$81.4K)
Filed 2026-11-04
AdvisorNet Financial, Inc
DECREASED
Shares32,327 from 33,706
Change-1,379 (-4%)
Value$3.8M (-$62.4K)
Filed 2026-10-15
Aviance Capital Partners, LLC
DECREASED
Shares32,303 from 32,908
Change-605 (-2%)
Value$3.4M (-$370.2K)
Filed 2026-10-29
Insight Inv LLC
DECREASED
Shares32,145 from 32,245
Change-100 (0%)
Value$3.3M (-$311.6K)
Filed 2026-10-27
BankPlus Trust Department
DECREASED
Shares32,020 from 32,362
Change-342 (-1%)
Value$3.3M (-$337.8K)
Filed 2026-11-06
Massachusetts Wealth Management
INCREASED
Shares32,003 from 30,853
Change+1,150 (+4%)
Value$3.3M (-$168.7K)
Filed 2026-10-21
Strong Retirement Solutions LLC
INCREASED
Shares31,891 from 29,223
Change+2,668 (+9%)
Value$3.3M (+$4.3K)
Filed 2026-10-07
Floyd Financial Group LLC
INCREASED
Shares31,822 from 16,187
Change+15,635 (+97%)
Value$3.6M (+$1.7M)
Filed 2026-10-28
Alta Advisers Ltd
INCREASED
Shares31,557 from 17,213
Change+14,344 (+83%)
Value$3.3M (+$1.3M)
Filed 2026-11-02
Cornerstone Wealth Group, LLC
DECREASED
Shares31,386 from 32,916
Change-1,530 (-5%)
Value$3.3M (-$466.5K)
Filed 2026-11-02
Freedom Day Solutions, LLC
INCREASED
Shares31,385 from 31,074
Change+311 (+1%)
Value$3.3M (-$257.9K)
Filed 2026-10-20
D.B. Root & Company, LLC
INCREASED
Shares31,364 from 30,420
Change+944 (+3%)
Value$3.3M (-$186.0K)
Filed 2026-11-04
PFC Capital Group, Inc.
DECREASED
Shares31,308 from 31,858
Change-550 (-2%)
Value$3.3M (-$354.4K)
Filed 2026-11-06
Symmetry Partners, LLC
INCREASED
Shares31,288 from 30,706
Change+582 (+2%)
Value$3.3M (-$226.3K)
Filed 2026-10-27
LCM Capital Management Inc
DECREASED
Shares31,166 from 31,442
Change-276 (-1%)
Value$3.2M (-$322.4K)
Filed 2026-10-20
71 West Capital Partners
INCREASED
Shares31,150 from 30,352
Change+798 (+3%)
Value$3.2M (-$200.6K)
Filed 2026-11-04
JFS Wealth Advisors, LLC
INCREASED
Shares31,043 from 30,535
Change+508 (+2%)
Value$3.2M (-$232.5K)
Filed 2026-11-03
Quadrant Private Wealth Management, LLC
NEW
Shares31,020
Change+31,020
Value$3.2M
Filed 2026-11-04
Integras Partners LLC
INCREASED
Shares30,993 from 29,361
Change+1,632 (+6%)
Value$3.2M (-$104.6K)
Filed 2026-10-30
Eads & Heald Wealth Management
DECREASED
Shares30,953 from 31,449
Change-496 (-2%)
Value$3.2M (-$345.3K)
Filed 2026-10-29
Manchester Capital Management LLC
DECREASED
Shares30,933 from 31,946
Change-1,013 (-3%)
Value$3.2M (-$403.6K)
Filed 2026-10-22
Cove Private Wealth, LLC
INCREASED
Shares30,908 from 30,837
Change+71 (+0%)
Value$3.2M (-$280.6K)
Filed 2026-10-28
Buckhead Capital Management LLC
DECREASED
Shares30,865 from 30,924
Change-59 (0%)
Value$3.2M (-$295.0K)
Filed 2026-11-03
Bison Wealth, LLC
DECREASED
Shares30,825 from 31,165
Change-340 (-1%)
Value$3.5M (+$37.3K)
Filed 2026-10-13
Argent Capital Management LLC
UNCHANGED
Shares30,825 from 30,825
Change0 (0%)
Value$3.2M (-$287.9K)
Filed 2026-10-05
Vaughan David Investments LLC
INCREASED
Shares30,707 from 30,607
Change+100 (+0%)
Value$3.2K (-$3.5M)
Filed 2026-11-05
GoalVest Advisory LLC
INCREASED
Shares30,692 from 27,064
Change+3,628 (+13%)
Value$3.2M (+$124.2K)
Filed 2026-10-02
Accretive Wealth Partners, LLC
INCREASED
Shares30,687 from 30,234
Change+453 (+2%)
Value$3.2M (-$235.3K)
Filed 2026-11-06
Ignite Planners, LLC
INCREASED
Shares30,679 from 29,034
Change+1,645 (+6%)
Value$3.2M (-$88.9K)
Filed 2026-10-14
St. Louis Financial Planners Asset Management, LLC
NEW
Shares30,652
Change+30,652
Value$3.3M
Filed 2026-10-16
Dudley Capital Management, LLC
DECREASED
Shares30,612 from 31,110
Change-498 (-2%)
Value$3.2M (-$342.2K)
Filed 2026-10-23
Canopy Partners, LLC
DECREASED
Shares30,608 from 30,644
Change-36 (0%)
Value$3.2M (-$290.0K)
Filed 2026-10-28
Compton Wealth Advisory Group, LLC
INCREASED
Shares30,545 from 29,999
Change+546 (+2%)
Value$3.2M (-$79.8K)
Filed 2026-10-13
Lockheed Martin Investment Management Co
DECREASED
Shares30,520 from 139,120
Change-108,600 (-78%)
Value$3.2M (-$12.6M)
Filed 2026-11-04
Register Financial Advisors LLC
INCREASED
Shares30,519 from 30,472
Change+47 (+0%)
Value$3.2M (-$279.7K)
Filed 2026-10-23
Focused Wealth Management, Inc
INCREASED
Shares30,502 from 29,114
Change+1,388 (+5%)
Value$3.2M (-$127.6K)
Filed 2026-10-30
Chemung Canal Trust Co
DECREASED
Shares30,343 from 31,450
Change-1,107 (-4%)
Value$3.2M (-$408.8K)
Filed 2026-11-04
Avantax Planning Partners, Inc.
INCREASED
Shares30,331 from 30,166
Change+165 (+1%)
Value$3.2M (-$264.6K)
Filed 2026-11-03
Bank & Trust Co
DECREASED
Shares30,272 from 30,321
Change-49 (0%)
Value$3.1M (-$288.3K)
Filed 2026-10-07
Bailard, Inc.
INCREASED
Shares30,256 from 30,190
Change+66 (+0%)
Value$3.1M (-$275.0K)
Filed 2026-10-13
Formidable Asset Management, LLC
DECREASED
Shares30,128 from 31,004
Change-876 (-3%)
Value$3.4M (-$440.9K)
Filed 2026-11-03
Cane Capital Partners, LLC
INCREASED
Shares30,116 from 29,384
Change+732 (+2%)
Value$3.1M (-$198.4K)
Filed 2026-10-23
Carnegie Lake Advisors LLC
UNCHANGED
Shares30,081 from 30,081
Change0 (0%)
Value$3.1M (-$281.0K)
Filed 2026-11-06
Great Lakes Retirement, Inc.
DECREASED
Shares30,063 from 30,563
Change-500 (-2%)
Value$3.1M (-$337.4K)
Filed 2026-10-26
Hager Investment Management Services, LLC
INCREASED
Shares30,021 from 29,372
Change+649 (+2%)
Value$3.1M (-$207.0K)
Filed 2026-11-04
Home Federal Bank of Tennessee
INCREASED
Shares29,993 from 29,992
Change+1 (0%)
Value$3.1M (-$280.0K)
Filed 2026-10-15
Detalus Advisors, LLC
INCREASED
Shares29,981 from 29,225
Change+756 (+3%)
Value$3.1M (-$194.4K)
Filed 2026-10-15
Nvwm, LLC
INCREASED
Shares29,904 from 29,515
Change+389 (+1%)
Value$3.1M (-$235.1K)
Filed 2026-10-14
Orange Investment Advisors, Inc.
DECREASED
Shares29,850 from 30,023
Change-173 (-1%)
Value$3.1M (-$298.4K)
Filed 2026-10-23
Financial Synergies Wealth Advisors, Inc.
INCREASED
Shares29,753 from 29,299
Change+454 (+2%)
Value$3.1M (-$226.4K)
Filed 2026-10-16
Perryman Financial Advisory Inc
INCREASED
Shares29,482 from 27,050
Change+2,432 (+9%)
Value$3.1M (+$133)
Filed 2026-10-16
Powers Advisory Group, LLC
DECREASED
Shares29,380 from 29,919
Change-539 (-2%)
Value$3.1M (-$335.4K)
Filed 2026-10-14
MTM Investment Management, LLC
DECREASED
Shares29,358 from 29,432
Change-74 (0%)
Value$3.1M (-$282.6K)
Filed 2026-10-30
SJS Investment Consulting Inc.
DECREASED
Shares29,261 from 29,602
Change-341 (-1%)
Value$3.0M (-$311.9K)
Filed 2026-10-26
SWS Partners
INCREASED
Shares29,231 from 28,525
Change+706 (+2%)
Value$3.0M (-$193.0K)
Filed 2026-10-26
Pinnacle West Asset Management, Inc.
DECREASED
Shares29,175 from 29,950
Change-775 (-3%)
Value$3.0K (-$3.4M)
Filed 2026-11-09
Grandview Asset Management LLC
DECREASED
Shares29,169 from 34,189
Change-5,020 (-15%)
Value$3.0M (-$836.2K)
Filed 2026-10-19
Shrier Wealth Management, LLC
DECREASED
Shares29,126 from 29,616
Change-490 (-2%)
Value$3.0M (-$327.5K)
Filed 2026-10-20
Wilkerson Advisory Group LLC
DECREASED
Shares28,930 from 30,130
Change-1,200 (-4%)
Value$3.0M (-$406.2K)
Filed 2026-10-20
Mach-1 Financial Group, LLC
INCREASED
Shares28,666 from 12,271
Change+16,395 (+134%)
Value$3.0M (+$1.6M)
Filed 2026-11-06
Abacus Planning Group, Inc.
INCREASED
Shares28,663 from 28,345
Change+318 (+1%)
Value$3.0M (-$231.8K)
Filed 2026-11-02
Sunbeam Capital Management, LLC
DECREASED
Shares28,413 from 29,209
Change-796 (-3%)
Value$3.0M (-$355.5K)
Filed 2026-11-05
Exchange Bank
INCREASED
Shares28,389 from 28,340
Change+49 (+0%)
Value$3.0M (-$259.6K)
Filed 2026-10-07
Beam Wealth Advisors, Inc.
DECREASED
Shares28,355 from 29,199
Change-844 (-3%)
Value$2.9M (-$360.4K)
Filed 2026-11-03
Birinyi Associates Inc
DECREASED
Shares28,300 from 29,300
Change-1,000 (-3%)
Value$2.9K (-$3.3M)
Filed 2026-10-28
Thrive Capital Management, LLC
INCREASED
Shares28,284 from 28,251
Change+33 (+0%)
Value$2.9M (-$260.4K)
Filed 2026-10-28
Advisors Preferred, LLC
UNCHANGED
Shares28,200 from 28,200
Change0 (0%)
Value$2.9M (-$213.8K)
Filed 2026-11-09
Supplemental Annuity Collective Trust of NJ
INCREASED
Shares28,198 from 28,119
Change+79 (+0%)
Value$2.9M (-$254.4K)
Filed 2026-11-02
Outfitters Financial LLC
DECREASED
Shares28,185 from 28,370
Change-185 (-1%)
Value$2.9M (-$284.2K)
Filed 2026-10-23
Legacy Financial Advisors, Inc.
DECREASED
Shares28,137 from 31,467
Change-3,330 (-11%)
Value$2.9M (-$640.0K)
Filed 2026-11-09
Mystic Asset Management, Inc.
DECREASED
Shares28,124 from 28,227
Change-103 (0%)
Value$2.9M (-$274.4K)
Filed 2026-10-15
Obermeyer Wealth Partners
DECREASED
Shares28,088 from 28,193
Change-105 (0%)
Value$2.9M (-$274.3K)
Filed 2026-10-21
Concord Wealth Partners
INCREASED
Shares27,918 from 27,789
Change+129 (+0%)
Value$2.9M (-$246.1K)
Filed 2026-11-02
Lewis Asset Management, LLC
DECREASED
Shares27,851 from 27,967
Change-116 (0%)
Value$2.9M (-$273.3K)
Filed 2026-10-14
Ballast, Inc.
INCREASED
Shares27,838 from 26,066
Change+1,772 (+7%)
Value$2.9M (-$59.3K)
Filed 2026-10-20
Aldebaran Financial Inc.
INCREASED
Shares27,813 from 26,945
Change+868 (+3%)
Value$2.9M (-$161.5K)
Filed 2026-11-06
Cyndeo Wealth Partners, LLC
DECREASED
Shares27,808 from 59,688
Change-31,880 (-53%)
Value$2.9M (-$3.9M)
Filed 2026-10-16
Drive Wealth Management, LLC
DECREASED
Shares27,803 from 31,910
Change-4,107 (-13%)
Value$2.9M (-$724.8K)
Filed 2026-11-09
Patten Group, Inc.
DECREASED
Shares27,761 from 28,801
Change-1,040 (-4%)
Value$2.9M (-$377.1K)
Filed 2026-10-26
Syquant Capital SAS
NEW
Shares27,715
Change+27,715
Value$3.2K
Filed 2026-10-20
RKL Wealth Management LLC
INCREASED
Shares27,680 from 27,373
Change+307 (+1%)
Value$2.9M (-$223.7K)
Filed 2026-10-16
Brucke Financial, Inc.
DECREASED
Shares27,678 from 28,121
Change-443 (-2%)
Value$2.9M (-$308.6K)
Filed 2026-10-23
Udine Wealth Management, Inc.
NEW
Shares27,632
Change+27,632
Value$2.9M
Filed 2026-10-23
Carlton Hofferkamp & Jenks Wealth Management, LLC
INCREASED
Shares27,596 from 27,431
Change+165 (+1%)
Value$3.3M (+$253.2K)
Filed 2026-10-21
Jeppson Wealth Management, LLC
DECREASED
Shares27,533 from 27,814
Change-281 (-1%)
Value$2.9M (-$289.0K)
Filed 2026-10-20
Spirit of America Management Corp
DECREASED
Shares27,502 from 27,702
Change-200 (-1%)
Value$2.9M (-$279.5K)
Filed 2026-10-14
Laurion Capital Management LP
INCREASED
Shares27,500 from 5,183
Change+22,317 (+431%)
Value$2.9M (+$2.3M)
Filed 2026-10-30
Summit Financial Wealth Advisors, LLC
INCREASED
Shares27,496 from 25,830
Change+1,666 (+6%)
Value$2.9M (-$68.1K)
Filed 2026-10-15
First Community Trust NA
INCREASED
Shares27,364 from 25,066
Change+2,298 (+9%)
Value$2.8M (+$4.7K)
Filed 2026-10-07
OMC Financial Services LTD
DECREASED
Shares27,363 from 29,975
Change-2,612 (-9%)
Value$2.8M (-$551.4K)
Filed 2026-10-19
Fortis Capital Advisors, LLC
INCREASED
Shares27,327 from 13,653
Change+13,674 (+100%)
Value$2.8M (+$1.3M)
Filed 2026-11-09
Nwam LLC
INCREASED
Shares27,273 from 25,895
Change+1,378 (+5%)
Value$2.8M (-$98.6K)
Filed 2026-11-09
ZWJ Investment Counsel Inc
INCREASED
Shares27,226 from 25,300
Change+1,926 (+8%)
Value$2.8M (-$36.2K)
Filed 2026-10-15
Soltis Investment Advisors LLC
DECREASED
Shares27,198 from 50,617
Change-23,419 (-46%)
Value$2.8M (-$2.9M)
Filed 2026-10-28
Tempus Wealth Planning, LLC
INCREASED
Shares27,175 from 26,325
Change+850 (+3%)
Value$2.8M (-$157.5K)
Filed 2026-10-14
Norden Group LLC
DECREASED
Shares27,118 from 30,206
Change-3,088 (-10%)
Value$2.8M (-$602.9K)
Filed 2026-10-20
Chicago Capital, LLC
INCREASED
Shares27,093 from 26,511
Change+582 (+2%)
Value$2.8M (-$187.1K)
Filed 2026-10-13
Peak Financial Advisors LLC
INCREASED
Shares27,034 from 25,803
Change+1,231 (+5%)
Value$2.8M (-$113.1K)
Filed 2026-10-28
Family Capital Trust Co
UNCHANGED
Shares26,990 from 26,990
Change0 (0%)
Value$2.8M (-$252.1K)
Filed 2026-10-22
Quent Capital, LLC
INCREASED
Shares26,987 from 26,723
Change+264 (+1%)
Value$3.4M (+$368.1K)
Filed 2026-11-09
Magnus Financial Group LLC
INCREASED
Shares26,825 from 25,810
Change+1,015 (+4%)
Value$2.8M (-$135.6K)
Filed 2026-10-21
Altman Advisors, Inc.
INCREASED
Shares26,822 from 26,795
Change+27 (+0%)
Value$2.8M (-$247.5K)
Filed 2026-11-05
Valley Brook Capital Group, Inc.
DECREASED
Shares26,703 from 27,202
Change-499 (-2%)
Value$2.8M (-$305.9K)
Filed 2026-10-26
Canvas Wealth Advisors, LLC
INCREASED
Shares26,687 from 25,809
Change+878 (+3%)
Value$3.2M (+$312.6K)
Filed 2026-11-02
GFG Capital, LLC
INCREASED
Shares26,677 from 21,883
Change+4,794 (+22%)
Value$2.8M (+$293.7K)
Filed 2026-10-16
Lincoln Capital Corp
DECREASED
Shares26,655 from 27,753
Change-1,098 (-4%)
Value$2.8M (-$373.3K)
Filed 2026-10-13
Procyon Advisors, LLC
DECREASED
Shares26,651 from 28,911
Change-2,260 (-8%)
Value$2.8M (-$505.0K)
Filed 2026-10-21
Zullo Investment Group, Inc.
INCREASED
Shares26,616 from 25,227
Change+1,389 (+6%)
Value$2.8M (-$91.3K)
Filed 2026-10-20
Indiana Trust & Investment Management Co
DECREASED
Shares26,611 from 29,831
Change-3,220 (-11%)
Value$2.8M (-$613.2K)
Filed 2026-10-22
Bayban
UNCHANGED
Shares26,519 from 26,519
Change0 (0%)
Value$3.0M ($0)
Filed 2026-11-05
Syntegra Private Wealth Group, LLC
DECREASED
Shares26,504 from 27,737
Change-1,233 (-4%)
Value$2.8M (-$387.2K)
Filed 2026-10-13
Hilltop National Bank
DECREASED
Shares26,379 from 27,641
Change-1,262 (-5%)
Value$2.7M (-$389.3K)
Filed 2026-10-14
B.A. Schrock Wealth Management, Inc.
NEW
Shares26,304
Change+26,304
Value$2.7M
Filed 2026-10-15
Godsey & Gibb, Inc
NEW
Shares26,291
Change+26,291
Value$2.7M
Filed 2026-10-14
Adamsbrown Wealth Consultants LLC
INCREASED
Shares26,276 from 23,981
Change+2,295 (+10%)
Value$2.7M (+$14.5K)
Filed 2026-10-20
EPG Wealth Management LLC
INCREASED
Shares26,239 from 24,967
Change+1,272 (+5%)
Value$2.7M (-$101.0K)
Filed 2026-11-03
Arrow Financial Corp
DECREASED
Shares26,229 from 27,915
Change-1,686 (-6%)
Value$2.7M (-$435.9K)
Filed 2026-10-26
Portfolio Design Labs, LLC
INCREASED
Shares26,136 from 25,347
Change+789 (+3%)
Value$2.7M (-$154.7K)
Filed 2026-11-04
Stillwater Wealth Management Group
DECREASED
Shares26,105 from 38,258
Change-12,153 (-32%)
Value$2.7M (-$1.6M)
Filed 2026-10-21
Barings LLC
INCREASED
Shares26,039 from 4,629
Change+21,410 (+463%)
Value$2.7M (+$2.2M)
Filed 2026-10-22
High Net Worth Advisory Group LLC
DECREASED
Shares26,026 from 26,063
Change-37 (0%)
Value$2.7M (-$247.3K)
Filed 2026-10-26
Haven Private, LLC
DECREASED
Shares26,008 from 28,970
Change-2,962 (-10%)
Value$2.7M (-$578.4K)
Filed 2026-10-27
Sky Investment Group LLC
INCREASED
Shares25,908 from 22,048
Change+3,860 (+18%)
Value$2.7M (+$195.2K)
Filed 2026-10-30
DeDora Capital, Inc.
DECREASED
Shares25,792 from 26,385
Change-593 (-2%)
Value$2.7M (-$308.1K)
Filed 2026-10-26
Winthrop Advisory Group LLC
INCREASED
Shares25,767 from 22,342
Change+3,425 (+15%)
Value$2.7M (+$147.2K)
Filed 2026-10-22
Granite Islands Private Wealth, LLC
INCREASED
Shares25,767 from 22,950
Change+2,817 (+12%)
Value$2.7M (+$82.6K)
Filed 2026-10-16
Iowa State Bank
INCREASED
Shares25,745 from 22,898
Change+2,847 (+12%)
Value$2.7M (+$82.0K)
Filed 2026-10-06
Atala Financial Inc
DECREASED
Shares25,718 from 25,738
Change-20 (0%)
Value$2.7M (-$242.5K)
Filed 2026-10-22
Total Clarity Wealth Management, Inc.
DECREASED
Shares25,620 from 27,041
Change-1,421 (-5%)
Value$2.7M (-$400.2K)
Filed 2026-10-26
Condor Capital Management
INCREASED
Shares25,485 from 25,043
Change+442 (+2%)
Value$2.6M (-$188.0K)
Filed 2026-11-06
XML Financial, LLC
INCREASED
Shares25,435 from 25,097
Change+338 (+1%)
Value$2.6M (-$199.2K)
Filed 2026-10-29
Trust Co of the South
DECREASED
Shares25,371 from 27,071
Change-1,700 (-6%)
Value$2.6M (-$429.5K)
Filed 2026-10-21
Point Windward Advisors Inc.
INCREASED
Shares25,347 from 22,072
Change+3,275 (+15%)
Value$2.6M (+$134.2K)
Filed 2026-11-06
Value Partners Investments Inc.
INCREASED
Shares25,275 from 25,244
Change+31 (+0%)
Value$2.6M (-$220.2K)
Filed 2026-10-19
Perpetual Ltd
INCREASED
Shares25,262 from 24,699
Change+563 (+2%)
Value$2.6M (-$172.2K)
Filed 2026-10-13
Etesian Wealth Advisors, Inc.
DECREASED
Shares25,260 from 25,797
Change-537 (-2%)
Value$2.6M (-$296.7K)
Filed 2026-10-27
Commonwealth Financial Services, LLC
DECREASED
Shares25,112 from 37,359
Change-12,247 (-33%)
Value$2.6M (-$377.7K)
Filed 2026-10-20
Gerber Kawasaki Wealth & Investment Management
DECREASED
Shares25,065 from 41,213
Change-16,148 (-39%)
Value$2.6M (-$2.1M)
Filed 2026-10-29
G&S Capital LLC
INCREASED
Shares25,029 from 24,733
Change+296 (+1%)
Value$2.6M (-$200.3K)
Filed 2026-10-23
MSH Capital Advisors LLC
INCREASED
Shares25,016 from 24,343
Change+673 (+3%)
Value$2.6M (-$157.3K)
Filed 2026-11-03
Platform Technology Partners
DECREASED
Shares25,010 from 25,199
Change-189 (-1%)
Value$2.6M (-$254.9K)
Filed 2026-11-02
SAX Wealth Advisors, LLC
INCREASED
Shares24,978 from 20,275
Change+4,703 (+23%)
Value$2.6M (+$75.9K)
Filed 2026-10-13
McGlone Suttner Wealth Management, Inc.
INCREASED
Shares24,965 from 24,877
Change+88 (+0%)
Value$2.6M (-$223.2K)
Filed 2026-10-13
Arthur M. Cohen & Associates, LLC
INCREASED
Shares24,946 from 24,329
Change+617 (+3%)
Value$2.6M (-$163.1K)
Filed 2026-10-26
SYM Financial Corp
DECREASED
Shares24,794 from 25,842
Change-1,048 (-4%)
Value$2.6M (-$350.3K)
Filed 2026-10-26
Davidson Capital Management Inc.
INCREASED
Shares24,784 from 23,999
Change+785 (+3%)
Value$2.6M (-$142.6K)
Filed 2026-10-15
Quad-Cities Investment Group, LLC
DECREASED
Shares24,633 from 25,526
Change-893 (-3%)
Value$2.6M (-$331.3K)
Filed 2026-10-16
American State Bank (Iowa)
INCREASED
Shares24,627 from 23,660
Change+967 (+4%)
Value$2.6M (-$120.5K)
Filed 2026-11-03
Foster Group, Inc.
INCREASED
Shares24,576 from 24,370
Change+206 (+1%)
Value$2.6M (-$206.3K)
Filed 2026-10-13
Elevated Private Wealth, LLC
INCREASED
Shares24,506 from 16,213
Change+8,293 (+51%)
Value$2.5M (+$710.3K)
Filed 2026-10-15
Grove Bank & Trust
INCREASED
Shares24,346 from 23,775
Change+571 (+2%)
Value$2.5M (-$162.7K)
Filed 2026-10-08
First Premier Bank
DECREASED
Shares24,299 from 24,456
Change-157 (-1%)
Value$2.5K (-$243)
Filed 2026-10-13
Baker Avenue Asset Management, LP
DECREASED
Shares24,264 from 56,997
Change-32,733 (-57%)
Value$2.5M (-$3.9M)
Filed 2026-11-06
Ashton Thomas Securities, LLC
INCREASED
Shares24,233 from 23,020
Change+1,213 (+5%)
Value$2.5M (-$83.2K)
Filed 2026-10-26
Moneco Advisors, LLC
INCREASED
Shares24,219 from 24,140
Change+79 (+0%)
Value$2.5M (-$217.3K)
Filed 2026-11-05
Bedel Financial Consulting, Inc.
INCREASED
Shares24,162 from 24,144
Change+18 (+0%)
Value$2.5M (-$223.6K)
Filed 2026-11-06
Enterprise Financial Services Corp
DECREASED
Shares24,115 from 24,129
Change-14 (0%)
Value$2.5M (-$226.8K)
Filed 2026-11-03
TKG Advisors, LLC
INCREASED
Shares24,095 from 22,325
Change+1,770 (+8%)
Value$2.5M (-$24.6K)
Filed 2026-11-02
Charles Schwab Trust Co
INCREASED
Shares24,068 from 23,970
Change+98 (+0%)
Value$2.5M (-$213.7K)
Filed 2026-10-15
Old Second National Bank of Aurora
INCREASED
Shares24,062 from 23,976
Change+86 (+0%)
Value$2.5M (-$215.0K)
Filed 2026-10-22
Burford Brothers, Inc.
INCREASED
Shares24,059 from 23,921
Change+138 (+1%)
Value$2.5M (-$209.1K)
Filed 2026-10-21
Greenspring Advisors, LLC
INCREASED
Shares24,056 from 11,744
Change+12,312 (+105%)
Value$2.5M (+$1.2M)
Filed 2026-11-05
LVW Advisors, LLC
INCREASED
Shares24,040 from 23,279
Change+761 (+3%)
Value$2.5M (-$138.3K)
Filed 2026-10-19
Bell Bank
INCREASED
Shares23,907 from 22,265
Change+1,642 (+7%)
Value$2.5M (-$37.3K)
Filed 2026-10-21
Rydar Equities, Inc.
INCREASED
Shares23,801 from 20,976
Change+2,825 (+13%)
Value$2.6M (+$193.4K)
Filed 2026-10-13
Aerodigm Wealth, LLC
DECREASED
Shares23,784 from 24,287
Change-503 (-2%)
Value$2.5M (-$279.0K)
Filed 2026-10-16
Douglas Lane & Associates, LLC
DECREASED
Shares23,735 from 24,870
Change-1,135 (-5%)
Value$2.5M (-$350.2K)
Filed 2026-10-09
WMG Financial Advisors, LLC
UNCHANGED
Shares23,728 from 23,728
Change0 (0%)
Value$2.7M ($0)
Filed 2026-10-28
Concord Asset Management, LLC
INCREASED
Shares23,723 from 22,955
Change+768 (+3%)
Value$2.5M (-$134.7K)
Filed 2026-11-02
Certified Advisory Corp
INCREASED
Shares23,711 from 22,883
Change+828 (+4%)
Value$2.5M (-$127.7K)
Filed 2026-10-29
CWS Financial Advisors, LLC
INCREASED
Shares23,663 from 23,596
Change+67 (+0%)
Value$2.5M (-$213.4K)
Filed 2026-10-16
Zega Investments, LLC
DECREASED
Shares23,628 from 28,402
Change-4,774 (-17%)
Value$2.5M (-$761.5K)
Filed 2026-11-04
AGP Franklin, LLC
INCREASED
Shares23,621 from 19,930
Change+3,691 (+19%)
Value$2.5M (+$197.4K)
Filed 2026-11-04
Pettee Investors, Inc.
UNCHANGED
Shares23,601 from 23,601
Change0 (0%)
Value$2.5M (-$220.4K)
Filed 2026-11-09
Anchor Capital Advisors LLC
DECREASED
Shares23,574 from 23,764
Change-190 (-1%)
Value$2.4M (-$241.7K)
Filed 2026-11-05
CNB Bank
INCREASED
Shares23,505 from 23,231
Change+274 (+1%)
Value$2.4M (-$188.5K)
Filed 2026-11-09
Investment Partners, Ltd.
INCREASED
Shares23,419 from 16,924
Change+6,495 (+38%)
Value$2.4M (+$516.8K)
Filed 2026-10-29
Barr E S & Co
DECREASED
Shares23,412 from 23,520
Change-108 (0%)
Value$2.4M (-$230.9K)
Filed 2026-11-06
Cooper Financial Group
DECREASED
Shares23,345 from 31,601
Change-8,256 (-26%)
Value$2.4M (-$1.2M)
Filed 2026-10-07
Resonant Capital Advisors, LLC
DECREASED
Shares23,225 from 23,921
Change-696 (-3%)
Value$2.4M (-$295.8K)
Filed 2026-10-15
Anchyra Partners LLC
INCREASED
Shares23,215 from 21,832
Change+1,383 (+6%)
Value$2.4M (-$60.2K)
Filed 2026-10-13
Angeles Wealth Management, LLC
DECREASED
Shares23,139 from 25,437
Change-2,298 (-9%)
Value$2.4M (-$476.4K)
Filed 2026-10-26
Orser Capital Management, LLC
DECREASED
Shares23,128 from 23,144
Change-16 (0%)
Value$2.4M (-$217.8K)
Filed 2026-10-13
Global Financial Private Client, LLC
DECREASED
Shares22,961 from 23,331
Change-370 (-2%)
Value$2.4M (-$256.3K)
Filed 2026-10-15
Acumen Wealth Advisors, LLC
INCREASED
Shares22,919 from 21,818
Change+1,101 (+5%)
Value$2.4M (-$89.4K)
Filed 2026-11-05
Postrock Partners LLC
UNCHANGED
Shares22,883 from 22,883
Change0 (0%)
Value$2.4M (-$213.7K)
Filed 2026-11-02
Fulcrum Wealth Advisors, LLC
INCREASED
Shares22,854 from 17,632
Change+5,222 (+30%)
Value$2.4M (+$378.0K)
Filed 2026-10-16
S-Bank Fund Management Ltd
INCREASED
Shares22,825 from 21,718
Change+1,107 (+5%)
Value$2.4M (-$87.8K)
Filed 2026-11-06
Tlwm
INCREASED
Shares22,805 from 22,434
Change+371 (+2%)
Value$2.4M (-$171.0K)
Filed 2026-10-09
Plan Group Financial, LLC
INCREASED
Shares22,769 from 17,382
Change+5,387 (+31%)
Value$2.7M (+$714.7K)
Filed 2026-10-22
Meadow Creek Wealth Advisors LLC
DECREASED
Shares22,746 from 25,457
Change-2,711 (-11%)
Value$2.4M (-$519.5K)
Filed 2026-11-02
Lincoln Capital LLC
DECREASED
Shares22,746 from 22,815
Change-69 (0%)
Value$2.4M (-$219.7K)
Filed 2026-10-09
Shum Financial Group, Inc.
INCREASED
Shares22,687 from 22,354
Change+333 (+1%)
Value$2.4M (-$174.1K)
Filed 2026-10-13
Bluedoor Private Wealth, LLC
DECREASED
Shares22,658 from 22,999
Change-341 (-1%)
Value$2.4M (-$250.3K)
Filed 2026-11-05
Windsor Capital Management, LLC
DECREASED
Shares22,646 from 23,064
Change-418 (-2%)
Value$2.4M (-$259.0K)
Filed 2026-10-13
Global Assets Advisory, LLC
DECREASED
Shares22,644 from 22,678
Change-34 (0%)
Value$2.4M (-$86.2K)
Filed 2026-10-28
Wolff Wiese Magana LLC
DECREASED
Shares22,640 from 22,919
Change-279 (-1%)
Value$2.4M (-$243.0K)
Filed 2026-10-15
Country Trust Bank
INCREASED
Shares22,639 from 18,846
Change+3,793 (+20%)
Value$2.4M (+$218.1K)
Filed 2026-10-30
Williams Jones Wealth Management, Llc.
DECREASED
Shares22,546 from 23,085
Change-539 (-2%)
Value$2.3M (-$271.6K)
Filed 2026-11-05
Texas Bank & Trust Co
INCREASED
Shares22,512 from 22,429
Change+83 (+0%)
Value$2.3M (-$200.9K)
Filed 2026-11-04
Sarasin & Partners LLP
DECREASED
Shares22,498 from 25,698
Change-3,200 (-12%)
Value$2.3M (-$572.6K)
Filed 2026-10-13
Ifrah Financial Services, Inc.
DECREASED
Shares22,471 from 23,591
Change-1,120 (-5%)
Value$2.3M (-$336.7K)
Filed 2026-10-13
Cassaday & Co Wealth Management LLC
DECREASED
Shares22,456 from 23,456
Change-1,000 (-4%)
Value$2.3M (-$323.1K)
Filed 2026-10-27
First Security Investment Management, Inc.
INCREASED
Shares22,441 from 22,416
Change+25 (+0%)
Value$2.3M (-$206.7K)
Filed 2026-11-05
Purkiss Capital Advisors LLC
INCREASED
Shares22,436 from 20,521
Change+1,915 (+9%)
Value$2.3M (+$7.3K)
Filed 2026-11-06
Uncommon Cents Investing Inc
INCREASED
Shares22,413 from 22,029
Change+384 (+2%)
Value$2.3M (-$165.8K)
Filed 2026-10-20
TrueWealth Advisors, LLC
INCREASED
Shares22,393 from 21,716
Change+677 (+3%)
Value$2.3M (-$132.5K)
Filed 2026-10-09
Old Port Advisors
DECREASED
Shares22,376 from 22,432
Change-56 (0%)
Value$2.3M (-$215.4K)
Filed 2026-10-23
Clear Creek Financial Management, LLC
INCREASED
Shares22,275 from 20,425
Change+1,850 (+9%)
Value$2.3M (+$1.5K)
Filed 2026-10-28
Morey & Quinn Wealth Partners, LLC
INCREASED
Shares22,267 from 22,037
Change+230 (+1%)
Value$2.3M (-$181.9K)
Filed 2026-10-28
Chesapeake Wealth Management
DECREASED
Shares22,227 from 22,957
Change-730 (-3%)
Value$2.3M (-$290.3K)
Filed 2026-11-09
Roxbury Financial LLC
INCREASED
Shares22,226 from 21,716
Change+510 (+2%)
Value$2.3M (-$149.9K)
Filed 2026-10-01
Syverson Strege & Co
DECREASED
Shares22,212 from 22,256
Change-44 (0%)
Value$2.3M (-$212.5K)
Filed 2026-11-02
Consilium Wealth Advisory, LLC
DECREASED
Shares22,210 from 26,142
Change-3,932 (-15%)
Value$2.3M (-$652.8K)
Filed 2026-10-14
WBH Advisory Inc
DECREASED
Shares22,209 from 23,477
Change-1,268 (-5%)
Value$2.3M (-$351.0K)
Filed 2026-11-05
Ridgepath Capital Management LLC
INCREASED
Shares22,165 from 22,123
Change+42 (+0%)
Value$2.3M (-$202.2K)
Filed 2026-10-29
Uhlmann Price Securities, LLC
DECREASED
Shares22,155 from 23,055
Change-900 (-4%)
Value$2.3M (-$308.7K)
Filed 2026-11-03
Sound Income Strategies, LLC
INCREASED
Shares22,151 from 21,271
Change+880 (+4%)
Value$2.4M (+$39.9K)
Filed 2026-10-09
Solidarity Wealth, LLC
DECREASED
Shares22,123 from 22,641
Change-518 (-2%)
Value$2.3M (-$265.3K)
Filed 2026-10-15
Beaumont Asset Management, L.L.C.
DECREASED
Shares21,977 from 22,111
Change-134 (-1%)
Value$2.3M (-$220.4K)
Filed 2026-10-16
Liberty Capital Management, Inc.
DECREASED
Shares21,969 from 22,102
Change-133 (-1%)
Value$2.3M (-$220.2K)
Filed 2026-11-02
WealthCare Asset Management, LLC
DECREASED
Shares21,960 from 43,794
Change-21,834 (-50%)
Value$2.3M (-$2.7M)
Filed 2026-10-26
Financial Partners Group, Inc
DECREASED
Shares21,903 from 22,148
Change-245 (-1%)
Value$2.3M (-$232.3K)
Filed 2026-10-19
Kentucky Trust Co
DECREASED
Shares21,841 from 22,472
Change-631 (-3%)
Value$2.3M (-$275.5K)
Filed 2026-10-15
Narwhal Capital Management
DECREASED
Shares21,751 from 24,315
Change-2,564 (-11%)
Value$2.3M (-$493.5K)
Filed 2026-11-04
Advisory Solutions Group, LLC
INCREASED
Shares21,727 from 13,467
Change+8,260 (+61%)
Value$2.3M (+$732.6K)
Filed 2026-10-14
Bangor Savings Bank
DECREASED
Shares21,682 from 25,087
Change-3,405 (-14%)
Value$2.3M (-$588.2K)
Filed 2026-10-06
Clear Harbor Asset Management, LLC
INCREASED
Shares21,648 from 6,856
Change+14,792 (+216%)
Value$2.2M (+$1.5M)
Filed 2026-11-05
Rossby Financial, LCC
INCREASED
Shares21,328 from 18,973
Change+2,355 (+12%)
Value$2.2M (+$65.4K)
Filed 2026-11-05
Quilter Plc
DECREASED
Shares21,302 from 22,477
Change-1,175 (-5%)
Value$2.2M (-$332.0K)
Filed 2026-10-21
Littlejohn Financial Services, Inc.
DECREASED
Shares21,244 from 21,600
Change-356 (-2%)
Value$2.2M (-$238.7K)
Filed 2026-11-06
Smith Thornton Advisors LLC
DECREASED
Shares21,182 from 21,234
Change-52 (0%)
Value$2.2M (-$236.0K)
Filed 2026-10-16
First National Bank & Trust Co of Newtown
DECREASED
Shares21,076 from 21,111
Change-35 (0%)
Value$2.6M (+$255.5K)
Filed 2026-11-09
Pinion Investment Advisors, LLC
INCREASED
Shares21,074 from 20,802
Change+272 (+1%)
Value$2.2M (-$166.0K)
Filed 2026-11-04
Waycross Partners, LLC
INCREASED
Shares21,062 from 4,000
Change+17,062 (+427%)
Value$2.2M (+$1.7M)
Filed 2026-11-03
Sherry Group, Inc.
INCREASED
Shares21,049 from 20,609
Change+440 (+2%)
Value$2.2M (-$174.4K)
Filed 2026-10-09
Cantor Fitzgerald Investment Advisors L.P.
DECREASED
Shares21,030 from 22,690
Change-1,660 (-7%)
Value$2.2M (-$384.4K)
Filed 2026-10-21
Vigilare Wealth Management
DECREASED
Shares21,027 from 21,155
Change-128 (-1%)
Value$2.2M (-$210.8K)
Filed 2026-10-29
Midland Wealth Advisors, LLC
DECREASED
Shares21,014 from 21,832
Change-818 (-4%)
Value$2.2M (-$288.9K)
Filed 2026-10-26
Orrstown Financial Services Inc
INCREASED
Shares20,995 from 20,612
Change+383 (+2%)
Value$2.2M (-$152.7K)
Filed 2026-10-14
Ascentis Wealth Management, LLC
DECREASED
Shares20,860 from 21,421
Change-561 (-3%)
Value$2.2M (-$258.4K)
Filed 2026-11-03
TCI Wealth Advisors, Inc.
DECREASED
Shares20,853 from 21,016
Change-163 (-1%)
Value$2.2M (-$213.2K)
Filed 2026-10-30
Hilton Head Capital Partners, LLC
DECREASED
Shares20,831 from 21,938
Change-1,107 (-5%)
Value$2.2M (-$320.0K)
Filed 2026-10-23
Greenup Street Wealth Management LLC
INCREASED
Shares20,627 from 3,514
Change+17,113 (+487%)
Value$2.1M (+$1.7M)
Filed 2026-10-28
Advocate Group LLC
DECREASED
Shares20,626 from 21,674
Change-1,048 (-5%)
Value$2.1M (-$311.3K)
Filed 2026-10-19
Davis Capital Management
DECREASED
Shares20,623 from 21,129
Change-506 (-2%)
Value$2.1M (-$249.9K)
Filed 2026-10-08
WealthPLAN Partners, LLC
INCREASED
Shares20,607 from 20,085
Change+522 (+3%)
Value$2.1M (-$133.3K)
Filed 2026-10-15
Montecito Bank & Trust
DECREASED
Shares20,585 from 20,722
Change-137 (-1%)
Value$2.1M (-$207.8K)
Filed 2026-10-01
Private Wealth Partners, LLC
INCREASED
Shares20,563 from 18,608
Change+1,955 (+11%)
Value$2.1M (+$29.4K)
Filed 2026-10-22
Harfst & Associates, Inc.
INCREASED
Shares20,557 from 19,403
Change+1,154 (+6%)
Value$2.1M (-$61.3K)
Filed 2026-10-20
Mountain Pacific Investment Advisers LLC
INCREASED
Shares20,454 from 20,155
Change+299 (+1%)
Value$2.1M (-$157.2K)
Filed 2026-10-29
Hanson & Doremus Investment Management
INCREASED
Shares20,446 from 20,396
Change+50 (+0%)
Value$2.1K (-$2.3M)
Filed 2026-10-16
Nova R Wealth, Inc.
DECREASED
Shares20,355 from 20,721
Change-366 (-2%)
Value$2.1M (-$231.5K)
Filed 2026-10-26
Gallagher Capital Advisors, LLC
INCREASED
Shares20,347 from 20,299
Change+48 (+0%)
Value$2.1M (-$184.7K)
Filed 2026-10-09
Veratis Advisors, Inc.
DECREASED
Shares20,312 from 40,978
Change-20,666 (-50%)
Value$2.1M (-$2.8M)
Filed 2026-11-03
N.E.W. Advisory Services LLC
INCREASED
Shares20,269 from 19,990
Change+279 (+1%)
Value$2.1M (-$157.8K)
Filed 2026-11-09
KG Capital Management
INCREASED
Shares20,232 from 19,820
Change+412 (+2%)
Value$2.1M (-$142.4K)
Filed 2026-10-15
Creative Financial Designs Inc
INCREASED
Shares20,211 from 16,213
Change+3,998 (+25%)
Value$2.1M (+$264.0K)
Filed 2026-11-04
Towerpoint Wealth, LLC
INCREASED
Shares20,211 from 19,769
Change+442 (+2%)
Value$2.1M (-$138.8K)
Filed 2026-10-13
Missouri Trust & Investment Co
DECREASED
Shares20,185 from 21,210
Change-1,025 (-5%)
Value$2.1M (-$260.9K)
Filed 2026-11-04
Woodward Diversified Capital, LLC
DECREASED
Shares20,164 from 20,188
Change-24 (0%)
Value$2.1M (-$191.0K)
Filed 2026-10-21
Sovran Advisors, LLC
DECREASED
Shares20,141 from 25,635
Change-5,494 (-21%)
Value$2.4M (-$457.2K)
Filed 2026-11-02
Boltwood Capital Management
INCREASED
Shares20,090 from 18,390
Change+1,700 (+9%)
Value$2.1M (+$4.9K)
Filed 2026-10-02
Brian LOW Financial Group, LLC
DECREASED
Shares20,082 from 20,371
Change-289 (-1%)
Value$2.1M (-$220.3K)
Filed 2026-10-28
JSF Financial, LLC
INCREASED
Shares20,067 from 17,838
Change+2,229 (+13%)
Value$2.1M (+$65.0K)
Filed 2026-10-22
Northwest Wealth Management, LLC
DECREASED
Shares20,022 from 23,813
Change-3,791 (-16%)
Value$2.1M (-$616.4K)
Filed 2026-10-30
Nicholson Wealth Management Group, LLC
INCREASED
Shares19,998 from 19,733
Change+265 (+1%)
Value$2.1M (-$156.8K)
Filed 2026-11-09
BKM Wealth Management, LLC
DECREASED
Shares19,997 from 20,208
Change-211 (-1%)
Value$2.1M (-$210.7K)
Filed 2026-10-22
Redmond Asset Management, LLC
DECREASED
Shares19,961 from 20,004
Change-43 (0%)
Value$2.1M (-$191.3K)
Filed 2026-10-27
Brady Family Wealth, LLC
DECREASED
Shares19,933 from 20,041
Change-108 (-1%)
Value$2.1M (-$198.4K)
Filed 2026-11-02
Live Oak Private Wealth LLC
DECREASED
Shares19,932 from 21,156
Change-1,224 (-6%)
Value$2.1M (-$324.8K)
Filed 2026-11-02
Concentrum Wealth Management
INCREASED
Shares19,860 from 19,002
Change+858 (+5%)
Value$2.1M (-$88.3K)
Filed 2026-11-09
Costello Asset Management, Inc
DECREASED
Shares19,803 from 20,388
Change-585 (-3%)
Value$2.1M (-$251.3K)
Filed 2026-10-30
Transcendent Capital Group LLC
UNCHANGED
Shares19,791 from 19,791
Change0 (0%)
Value$2.1M (-$184.8K)
Filed 2026-10-28
Saxon Interests, Inc.
DECREASED
Shares19,644 from 23,696
Change-4,052 (-17%)
Value$2.0M (-$642.4K)
Filed 2026-10-26
Kennebec Savings Bank
INCREASED
Shares19,560 from 19,442
Change+118 (+1%)
Value$2.0M (-$169.3K)
Filed 2026-10-22
Wealth Architects, LLC
INCREASED
Shares19,522 from 19,119
Change+403 (+2%)
Value$2.0M (-$136.7K)
Filed 2026-11-03
Optas, LLC
DECREASED
Shares19,470 from 20,683
Change-1,213 (-6%)
Value$2.0M (-$319.2K)
Filed 2026-11-09
Schear Investment Advisers, LLC
DECREASED
Shares19,364 from 23,912
Change-4,548 (-19%)
Value$2.0M (-$696.0K)
Filed 2026-10-14
Tempo Wealth, LLC
INCREASED
Shares19,364 from 18,015
Change+1,349 (+7%)
Value$2.0M (-$28.1K)
Filed 2026-10-14
Beacon Capital Management, LLC
DECREASED
Shares19,275 from 19,367
Change-92 (0%)
Value$2.0M (-$190.5K)
Filed 2026-10-23
Allen Capital Group, LLC
DECREASED
Shares19,186 from 20,107
Change-921 (-5%)
Value$2.0M (-$283.5K)
Filed 2026-10-27
Silverlake Wealth Management LLC
DECREASED
Shares19,182 from 19,390
Change-208 (-1%)
Value$2.0M (-$202.7K)
Filed 2026-10-21
Ipsen Advisor Group LLC
INCREASED
Shares19,163 from 19,071
Change+92 (+0%)
Value$2.0M (-$168.6K)
Filed 2026-10-29
Eukles Asset Management
INCREASED
Shares19,110 from 19,050
Change+60 (+0%)
Value$2.0M (-$171.6K)
Filed 2026-11-04
Verus Capital Partners, LLC
INCREASED
Shares19,067 from 16,161
Change+2,906 (+18%)
Value$2.0M (+$151.1K)
Filed 2026-11-03
Institute for Wealth Management, Llc.
INCREASED
Shares19,067 from 18,826
Change+241 (+1%)
Value$2.0M (-$150.7K)
Filed 2026-11-06
Biltmore Family Office, LLC
INCREASED
Shares19,029 from 18,407
Change+622 (+3%)
Value$2.0M (-$107.3K)
Filed 2026-11-03
Trueblood Wealth Management, LLC
DECREASED
Shares19,022 from 22,201
Change-3,179 (-14%)
Value$2.0M (-$537.7K)
Filed 2026-10-23
Alpha Family Trust
UNCHANGED
Shares19,020 from 19,020
Change0 (0%)
Value$2.2M ($0)
Filed 2026-11-04
Mitsubishi UFJ Asset Management (UK) Ltd.
DECREASED
Shares19,000 from 25,000
Change-6,000 (-24%)
Value$2.0K (-$2.8M)
Filed 2026-10-22
BancFirst Trust & Investment Management
DECREASED
Shares18,963 from 21,050
Change-2,087 (-10%)
Value$2.0M (-$387.1K)
Filed 2026-10-30
Arista Wealth Management, LLC
INCREASED
Shares18,955 from 17,767
Change+1,188 (+7%)
Value$2.0M (-$42.5K)
Filed 2026-10-29
McElhenny Sheffield Capital Management, LLC
INCREASED
Shares18,898 from 18,357
Change+541 (+3%)
Value$2.0M (-$115.2K)
Filed 2026-11-06
Allied Investment Advisors, LLC
DECREASED
Shares18,860 from 20,284
Change-1,424 (-7%)
Value$2.0M (-$337.4K)
Filed 2026-10-13
Pioneer Trust Bank N A
UNCHANGED
Shares18,755 from 18,755
Change0 (0%)
Value$1.9M (-$175.2K)
Filed 2026-11-06
Archer Investment Corp
INCREASED
Shares18,740 from 18,719
Change+21 (+0%)
Value$1.9M (-$172.7K)
Filed 2026-11-05
Yoffe Investment Management, LLC
UNCHANGED
Shares18,687 from 18,687
Change0 (0%)
Value$1.9M (-$174.5K)
Filed 2026-11-02
Langley Wealth Management, LLC
DECREASED
Shares18,642 from 19,320
Change-678 (-4%)
Value$1.9M (-$250.9K)
Filed 2026-11-04
Central Pacific Bank - Trust Division
DECREASED
Shares18,634 from 27,379
Change-8,745 (-32%)
Value$1.9M (-$1.2M)
Filed 2026-10-06
CMG Global Holdings, LLC
DECREASED
Shares18,564 from 19,188
Change-624 (-3%)
Value$1.9M (-$244.0K)
Filed 2026-10-14
Impact Partnership Wealth, LLC
INCREASED
Shares18,555 from 17,025
Change+1,530 (+9%)
Value$1.9M (-$56)
Filed 2026-11-09
Versant Capital Management, Inc
DECREASED
Shares18,534 from 24,081
Change-5,547 (-23%)
Value$1.9M (-$801.4K)
Filed 2026-10-02
Regent Peak Wealth Advisors LLC
DECREASED
Shares18,487 from 18,800
Change-313 (-2%)
Value$1.9M (-$207.9K)
Filed 2026-10-13
Benin Management Corp
DECREASED
Shares18,474 from 18,674
Change-200 (-1%)
Value$1.9M (-$195.2K)
Filed 2026-10-22
S.E.E.D. Planning Group LLC
INCREASED
Shares18,455 from 11,552
Change+6,903 (+60%)
Value$1.9M (+$609.5K)
Filed 2026-10-07
RMR Capital Management, LLC
DECREASED
Shares18,452 from 18,834
Change-382 (-2%)
Value$1.9M (-$215.6K)
Filed 2026-10-23
International Private Wealth Advisors LLC
INCREASED
Shares18,412 from 13,168
Change+5,244 (+40%)
Value$1.9M (+$422.0K)
Filed 2026-11-05
St. Louis Trust Co
UNCHANGED
Shares18,411 from 18,411
Change0 (0%)
Value$1.9M (+$1.0M)
Filed 2026-11-03
Professional Financial Advisors, LLC
DECREASED
Shares18,408 from 18,436
Change-28 (0%)
Value$1.9M (-$175.0K)
Filed 2026-10-13
WT Wealth Management
DECREASED
Shares18,337 from 20,078
Change-1,741 (-9%)
Value$1.9M (-$368.4K)
Filed 2026-10-13
General Partner, Inc.
DECREASED
Shares18,330 from 19,330
Change-1,000 (-5%)
Value$1.9M (-$284.5K)
Filed 2026-10-05
United Bank
INCREASED
Shares18,305 from 9,194
Change+9,111 (+99%)
Value$1.9M (+$860.9K)
Filed 2026-11-06
Altfest L J & Co Inc
INCREASED
Shares18,300 from 17,822
Change+478 (+3%)
Value$1.9M (-$116.7K)
Filed 2026-10-27
Stone Wealth Partners
INCREASED
Shares18,252 from 13,576
Change+4,676 (+34%)
Value$1.9M (+$385.1K)
Filed 2026-11-05
Riverbridge Partners LLC
DECREASED
Shares18,215 from 19,238
Change-1,023 (-5%)
Value$1.9M (-$286.0K)
Filed 2026-11-05
Whitaker-Myers Wealth Managers, Ltd.
DECREASED
Shares18,186 from 20,473
Change-2,287 (-11%)
Value$1.9M (-$428.8K)
Filed 2026-10-09
Strive Financial Group,LLC
INCREASED
Shares18,178 from 11,058
Change+7,120 (+64%)
Value$1.9M (+$636.6K)
Filed 2026-11-09
Adirondack Trust Co
DECREASED
Shares18,158 from 22,429
Change-4,271 (-19%)
Value$1.9M (-$653.3K)
Filed 2026-10-14
Embree Financial Group
INCREASED
Shares18,154 from 17,952
Change+202 (+1%)
Value$1.9M (-$146.6K)
Filed 2026-10-22
Garrett Wealth Advisory Group, LLC
INCREASED
Shares18,149 from 18,112
Change+37 (+0%)
Value$1.9M (-$165.3K)
Filed 2026-10-22
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
UNCHANGED
Shares18,113 from 18,113
Change0 (0%)
Value$1.9M (-$169.2K)
Filed 2026-10-27
Colonial River Investments, LLC
DECREASED
Shares18,081 from 19,371
Change-1,290 (-7%)
Value$1.9M (-$315.0K)
Filed 2026-10-19
Foundation Resource Management Inc
UNCHANGED
Shares18,055 from 18,055
Change0 (0%)
Value$1.9M (-$168.6K)
Filed 2026-10-19
Beaton Management Co. Inc.
DECREASED
Shares18,007 from 18,232
Change-225 (-1%)
Value$1.9K (-$2.1M)
Filed 2026-11-09
ANB Bank
DECREASED
Shares18,002 from 18,110
Change-108 (-1%)
Value$1.9M (-$180.4K)
Filed 2026-10-09
Blueprint Investment Partners LLC
DECREASED
Shares17,997 from 26,131
Change-8,134 (-31%)
Value$1.9M (-$1.1M)
Filed 2026-10-28
SFG Wealth Management, Llc.
DECREASED
Shares17,994 from 18,870
Change-876 (-5%)
Value$1.9M (-$267.3K)
Filed 2026-10-23
Central Valley Advisors, LLC
DECREASED
Shares17,908 from 22,790
Change-4,882 (-21%)
Value$1.9M (-$720.0K)
Filed 2026-10-27
Gibbs Wealth Management
INCREASED
Shares17,821 from 13,179
Change+4,642 (+35%)
Value$1.9M (+$359.1K)
Filed 2026-10-22
Miramontes Capital, LLC
DECREASED
Shares17,768 from 17,811
Change-43 (0%)
Value$1.8M (-$170.9K)
Filed 2026-10-19
Baker Ellis Asset Management LLC
UNCHANGED
Shares17,767 from 17,767
Change0 (0%)
Value$1.8M (-$165.9K)
Filed 2026-10-14
Rice Partnership, LLC
INCREASED
Shares17,765 from 17,617
Change+148 (+1%)
Value$1.8M (-$149.2K)
Filed 2026-11-09
Moss Adams Wealth Advisors LLC
DECREASED
Shares17,710 from 23,992
Change-6,282 (-26%)
Value$1.8M (-$876.9K)
Filed 2026-10-28
Sun Group Wealth Partners
DECREASED
Shares17,689 from 18,052
Change-363 (-2%)
Value$1.8M (-$206.3K)
Filed 2026-10-26
Kingstone Capital Partners Texas, LLC
DECREASED
Shares17,646 from 18,620
Change-974 (-5%)
Value$1.8M (-$275.1K)
Filed 2026-11-03
Virtue Asset Management LLC
INCREASED
Shares17,607 from 17,095
Change+512 (+3%)
Value$1.8M (-$106.4K)
Filed 2026-10-21
Silphium Asset Management Ltd
UNCHANGED
Shares17,514 from 17,514
Change0 (0%)
Value$1.8M (-$163.6K)
Filed 2026-10-27
Provenance Wealth Advisors, LLC
INCREASED
Shares17,496 from 9,565
Change+7,931 (+83%)
Value$1.8M (+$734.9K)
Filed 2026-10-30
Victory Financial Group, LLC
INCREASED
Shares17,494 from 14,740
Change+2,754 (+19%)
Value$1.8M (+$148.5K)
Filed 2026-10-27
Polaris Financial Partners
NEW
Shares17,457
Change+17,457
Value$1.8K
Filed 2026-10-02
FCG Investment Co
INCREASED
Shares17,441 from 17,338
Change+103 (+1%)
Value$1.8M (-$151.2K)
Filed 2026-10-13
Quintet Private Bank (Europe) S.A.
INCREASED
Shares17,423 from 16,178
Change+1,245 (+8%)
Value$1.8M (-$21.7K)
Filed 2026-10-08
MBL Wealth, LLC
DECREASED
Shares17,399 from 17,969
Change-570 (-3%)
Value$1.8M (-$227.1K)
Filed 2026-10-22
Net Worth Advisory Group
INCREASED
Shares17,374 from 17,172
Change+202 (+1%)
Value$1.8M (-$133.5K)
Filed 2026-10-20
Providence First Trust Co
DECREASED
Shares17,370 from 23,955
Change-6,585 (-27%)
Value$1.8M (-$908.1K)
Filed 2026-11-02
Golden State Wealth Management, LLC
DECREASED
Shares17,362 from 18,151
Change-789 (-4%)
Value$1.8M (-$251.5K)
Filed 2026-11-02
Catalyst Capital Advisors LLC
INCREASED
Shares17,347 from 17,225
Change+122 (+1%)
Value$1.8M (-$148.2K)
Filed 2026-11-02
Portside Wealth Group, LLC
INCREASED
Shares17,338 from 16,812
Change+526 (+3%)
Value$1.8M (-$102.3K)
Filed 2026-10-20
KFG Wealth Management, LLC
DECREASED
Shares17,317 from 20,545
Change-3,228 (-16%)
Value$1.8M (-$527.4K)
Filed 2026-10-16
Shulman DeMeo Asset Management LLC
DECREASED
Shares17,304 from 18,165
Change-861 (-5%)
Value$1.8M (-$239.3K)
Filed 2026-10-09
Marino, Stram & Associates LLC
DECREASED
Shares17,274 from 17,493
Change-219 (-1%)
Value$1.8M (-$186.2K)
Filed 2026-10-22
Acorn Wealth Advisors, LLC
INCREASED
Shares17,273 from 6,126
Change+11,147 (+182%)
Value$1.8M (+$1.1M)
Filed 2026-10-19
Connecticut Wealth Management, LLC
DECREASED
Shares17,264 from 17,287
Change-23 (0%)
Value$1.8M (-$163.8K)
Filed 2026-10-13
Inlet Private Wealth, LLC
DECREASED
Shares17,247 from 17,292
Change-45 (0%)
Value$1.8M (-$166.2K)
Filed 2026-10-21
First Hawaiian Bank
UNCHANGED
Shares17,178 from 17,178
Change0 (0%)
Value$1.8M (-$160.4K)
Filed 2026-10-14
Wealth Management Partners, LLC
INCREASED
Shares17,164 from 17,048
Change+116 (+1%)
Value$1.8M (-$147.1K)
Filed 2026-10-21
Manchester Financial Inc
DECREASED
Shares17,090 from 17,208
Change-118 (-1%)
Value$1.8M (-$173.0K)
Filed 2026-10-15
W.H. Cornerstone Investments Inc.
INCREASED
Shares17,077 from 15,537
Change+1,540 (+10%)
Value$1.8M (+$15.0K)
Filed 2026-11-03
Shuttleworth & Co
INCREASED
Shares17,035 from 16,788
Change+247 (+1%)
Value$1.8M (-$131.1K)
Filed 2026-10-30
Golden Reserve Retirement LLC
INCREASED
Shares16,937 from 11,017
Change+5,920 (+54%)
Value$1.8M (+$512.3K)
Filed 2026-11-02
Affiance Financial, LLC
INCREASED
Shares16,827 from 16,789
Change+38 (+0%)
Value$1.7M (-$152.8K)
Filed 2026-10-15
Jones Kertz & Associates, Inc.
UNCHANGED
Shares16,751 from 16,751
Change0 (0%)
Value$1.7M (-$156.5K)
Filed 2026-10-28
Trust Co
INCREASED
Shares16,726 from 15,740
Change+986 (+6%)
Value$1.7M (-$44.5K)
Filed 2026-10-09
First Financial Bank - Trust Division
INCREASED
Shares16,718 from 16,516
Change+202 (+1%)
Value$1.7M (-$133.3K)
Filed 2026-10-01
BayBridge Capital Group, LLC
DECREASED
Shares16,694 from 17,008
Change-314 (-2%)
Value$1.7M (-$191.5K)
Filed 2026-10-13
Philadelphia Investment Partners, LLC
INCREASED
Shares16,685 from 13,402
Change+3,283 (+25%)
Value$1.7M (+$221.8K)
Filed 2026-11-09
Wellington Grp LLC
INCREASED
Shares16,664 from 12,487
Change+4,177 (+33%)
Value$1.7M (+$317.4K)
Filed 2026-11-06
D'Orazio & Associates, Inc.
DECREASED
Shares16,589 from 16,636
Change-47 (0%)
Value$1.7M (-$160.3K)
Filed 2026-11-04
Sunburst Financial Group, LLC
INCREASED
Shares16,581 from 16,548
Change+33 (+0%)
Value$1.7M (-$151.1K)
Filed 2026-10-09
Bill Few Associates, Inc.
DECREASED
Shares16,575 from 16,785
Change-210 (-1%)
Value$1.7M (-$178.5K)
Filed 2026-10-09
Colton Groome Financial Advisors, LLC
INCREASED
Shares16,573 from 16,343
Change+230 (+1%)
Value$1.7M (-$128.7K)
Filed 2026-10-06
Apex Wealth Management, LLC
DECREASED
Shares16,566 from 16,775
Change-209 (-1%)
Value$1.7M (-$178.4K)
Filed 2026-10-20
Enhancing Capital LLC
INCREASED
Shares16,566 from 16,500
Change+66 (+0%)
Value$1.7M (-$147.3K)
Filed 2026-10-26
HMS Capital Management, LLC
INCREASED
Shares16,543 from 14,958
Change+1,585 (+11%)
Value$1.7M (+$25.0K)
Filed 2026-10-20
Fulcrum Equity Management
DECREASED
Shares16,529 from 16,900
Change-371 (-2%)
Value$1.7M (-$196.3K)
Filed 2026-10-21
Wright Investors Service Inc
DECREASED
Shares16,514 from 24,511
Change-7,997 (-33%)
Value$1.7M (-$1.1M)
Filed 2026-11-02
Atlas Capital Advisors Inc.
DECREASED
Shares16,514 from 18,188
Change-1,674 (-9%)
Value$12.5K (-$2.0M)
Filed 2026-11-09
Louisbourg Investments Inc.
DECREASED
Shares16,500 from 17,000
Change-500 (-3%)
Value$1.7M (-$210.7K)
Filed 2026-10-20
Fiduciary Family Office, LLC
INCREASED
Shares16,491 from 14,557
Change+1,934 (+13%)
Value$1.7M (+$65.0K)
Filed 2026-11-04
Bullock Wealth Management Group
INCREASED
Shares16,489 from 15,731
Change+758 (+5%)
Value$1.7M (+$7.4K)
Filed 2026-10-09
Tred Avon Family Wealth, LLC
DECREASED
Shares16,480 from 16,657
Change-177 (-1%)
Value$1.7M (-$174.0K)
Filed 2026-10-20
Verity & Verity, LLC
DECREASED
Shares16,463 from 18,730
Change-2,267 (-12%)
Value$1.7M (-$410.5K)
Filed 2026-10-23
Ullmann Wealth Partners Group, LLC
INCREASED
Shares16,445 from 15,902
Change+543 (+3%)
Value$1.7M (-$92.2K)
Filed 2026-11-02
Cypress Wealth Services, LLC
DECREASED
Shares16,410 from 17,284
Change-874 (-5%)
Value$1.8M (-$198.4K)
Filed 2026-10-21
CRA Financial Services, LLC
INCREASED
Shares16,409 from 16,301
Change+108 (+1%)
Value$1.7M (-$140.9K)
Filed 2026-10-16
NBH Bank
DECREASED
Shares16,409 from 16,432
Change-23 (0%)
Value$1.7M (-$155.9K)
Filed 2026-11-05
L. Roy Papp & Associates, LLP
DECREASED
Shares16,408 from 16,598
Change-190 (-1%)
Value$1.7M (-$174.8K)
Filed 2026-10-21
Crescent Sterling, Ltd.
INCREASED
Shares16,404 from 15,058
Change+1,346 (+9%)
Value$1.7M (-$747)
Filed 2026-10-16
Foster Dykema Cabot & Partners, LLC
INCREASED
Shares16,338 from 15,938
Change+400 (+3%)
Value$1.7M (-$107.3K)
Filed 2026-10-30
Atlas Brown,Inc.
INCREASED
Shares16,321 from 15,643
Change+678 (+4%)
Value$1.7M (-$75.7K)
Filed 2026-10-09
Wealth Quarterback LLC
INCREASED
Shares16,316 from 15,569
Change+747 (+5%)
Value$1.7M (-$67.7K)
Filed 2026-10-20
Compass Financial Management LLC
DECREASED
Shares16,308 from 17,336
Change-1,028 (-6%)
Value$1.7M (-$245.9K)
Filed 2026-10-30
Peoples Bank
DECREASED
Shares16,300 from 16,305
Change-5 (0%)
Value$1.7M (-$152.8K)
Filed 2026-10-09
Klingman & Associates, LLC
DECREASED
Shares16,189 from 17,466
Change-1,277 (-7%)
Value$1.7M (-$295.9K)
Filed 2026-10-20
Wisconsin Wealth Advisors, LLC
INCREASED
Shares16,182 from 16,170
Change+12 (+0%)
Value$1.7M (-$149.8K)
Filed 2026-10-08
Cerro Pacific Wealth Advisors LLC
DECREASED
Shares16,144 from 16,999
Change-855 (-5%)
Value$1.7M (-$247.6K)
Filed 2026-10-22
LongView Wealth Management
INCREASED
Shares16,121 from 15,792
Change+329 (+2%)
Value$1.7M (-$113.3K)
Filed 2026-10-19
Annex Advisory Services, LLC
DECREASED
Shares16,117 from 17,303
Change-1,186 (-7%)
Value$1.7M (-$284.9K)
Filed 2026-10-16
McAdam, LLC
INCREASED
Shares16,102 from 15,133
Change+969 (+6%)
Value$1.7M (-$40.6K)
Filed 2026-10-21
Crumly & Associates Inc.
INCREASED
Shares16,068 from 15,200
Change+868 (+6%)
Value$1.7M (-$51.8K)
Filed 2026-10-07
Hartford Financial Management Inc.
UNCHANGED
Shares16,058 from 16,058
Change0 (0%)
Value$1.7M (-$150.0K)
Filed 2026-10-21
W Advisors, LLC
INCREASED
Shares16,037 from 15,662
Change+375 (+2%)
Value$1.7M (-$107.3K)
Filed 2026-11-02
Neville Rodie & Shaw Inc
DECREASED
Shares16,035 from 16,543
Change-508 (-3%)
Value$1.7K (-$207)
Filed 2026-10-05
Oslo Pensjonsforsikring AS
DECREASED
Shares15,956 from 16,473
Change-517 (-3%)
Value$1.7M (-$207.6K)
Filed 2026-10-15
Rayburn West Financial Services LLC
UNCHANGED
Shares15,933 from 15,933
Change0 (0%)
Value$1.7M (-$148.8K)
Filed 2026-11-03
Nicholas Wealth, Llc.
INCREASED
Shares15,910 from 11,936
Change+3,974 (+33%)
Value$1.7M (+$301.4K)
Filed 2026-10-26
KWB Wealth
DECREASED
Shares15,852 from 16,395
Change-543 (-3%)
Value$1.6M (-$209.5K)
Filed 2026-10-16
Breakwater Capital Group
INCREASED
Shares15,785 from 15,747
Change+38 (+0%)
Value$1.6M (-$143.2K)
Filed 2026-10-09
Eagle Global Advisors LLC
DECREASED
Shares15,784 from 15,944
Change-160 (-1%)
Value$1.6M (-$165.6K)
Filed 2026-11-02
Advocate Investing Services LLC
UNCHANGED
Shares15,768 from 15,768
Change0 (0%)
Value$1.6M (-$147.2K)
Filed 2026-10-26
Cornerstone Advisory, LLC
INCREASED
Shares15,752 from 15,446
Change+306 (+2%)
Value$1.6M (-$112.5K)
Filed 2026-11-06
Hurlow Wealth Management Group, Inc.
DECREASED
Shares15,743 from 15,756
Change-13 (0%)
Value$1.6M (-$148.5K)
Filed 2026-10-29
Balefire, LLC
INCREASED
Shares15,739 from 14,913
Change+826 (+6%)
Value$1.6M (-$53.5K)
Filed 2026-10-09
Intrua Financial, LLC
DECREASED
Shares15,705 from 15,929
Change-224 (-1%)
Value$1.6M (-$172.1K)
Filed 2026-10-28
Elevation Point Wealth Partners, LLC
DECREASED
Shares15,681 from 181,556
Change-165,875 (-91%)
Value$1.6M (-$18.9M)
Filed 2026-11-05
MB, Levis & Associates, LLC
INCREASED
Shares15,643 from 15,214
Change+429 (+3%)
Value$1.6M (-$97.5K)
Filed 2026-10-16
Traphagen Investment Advisors LLC
INCREASED
Shares15,604 from 15,200
Change+404 (+3%)
Value$1.6M (-$99.9K)
Filed 2026-10-14
Community Bank of Raymore
UNCHANGED
Shares15,600 from 15,600
Change0 (0%)
Value$1.6M (-$145.7K)
Filed 2026-10-23
Relyea Zuckerberg Hanson LLC
DECREASED
Shares15,585 from 18,241
Change-2,656 (-15%)
Value$1.6M (-$446.4K)
Filed 2026-10-20
Pacific Wealth Strategies Group, Inc.
INCREASED
Shares15,544 from 14,203
Change+1,341 (+9%)
Value$1.6M (+$6.7K)
Filed 2026-11-02
First Command Advisory Services, Inc.
INCREASED
Shares15,499 from 14,612
Change+887 (+6%)
Value$1.6M (-$44.3K)
Filed 2026-11-05
Compass Financial Group, Inc
INCREASED
Shares15,482 from 15,153
Change+329 (+2%)
Value$1.6M (-$107.3K)
Filed 2026-10-13
TrustBank
DECREASED
Shares15,482 from 15,724
Change-242 (-2%)
Value$1.6M (-$172.0K)
Filed 2026-10-20
Wetzel Investment Advisors, Inc.
INCREASED
Shares15,410 from 15,383
Change+27 (+0%)
Value$1.6M (-$140.9K)
Filed 2026-10-13
Eagle Wealth Advisors LLC
INCREASED
Shares15,403 from 14,855
Change+548 (+4%)
Value$1.6M (-$81.8K)
Filed 2026-10-20
SeaCrest Wealth Management, LLC
INCREASED
Shares15,380 from 15,314
Change+66 (+0%)
Value$1.6M (-$136.2K)
Filed 2026-10-21
VUB Generali dochodkova spravcovska spolocnost, a.s.
UNCHANGED
Shares15,366 from 15,366
Change0 (0%)
Value$1.6M (-$143.5K)
Filed 2026-10-26
Lake Street Private Wealth, LLC
DECREASED
Shares15,365 from 16,272
Change-907 (-6%)
Value$1.6M (-$246.2K)
Filed 2026-10-22
Kepler Cheuvreux (Suisse) SA
DECREASED
Shares15,360 from 152,422
Change-137,062 (-90%)
Value$1.6M (-$15.7M)
Filed 2026-10-20
Citizens & Northern Corp
NEW
Shares15,346
Change+15,346
Value$1.6M
Filed 2026-11-06
Howard Financial Services, Ltd.
INCREASED
Shares15,335 from 14,429
Change+906 (+6%)
Value$1.6M (-$40.6K)
Filed 2026-10-15
Independent Solutions Wealth Management, LLC
DECREASED
Shares15,326 from 15,896
Change-570 (-4%)
Value$1.6M (-$207.7K)
Filed 2026-10-28
Fearless Solutions, LLC dba Best Invest
DECREASED
Shares15,293 from 15,404
Change-111 (-1%)
Value$1.6M (-$155.4K)
Filed 2026-10-14
Total Investment Management Inc
INCREASED
Shares15,291 from 15,284
Change+7 (+0%)
Value$1.6M (-$110.6K)
Filed 2026-10-22
Beaumont Financial Advisors, LLC
INCREASED
Shares15,237 from 15,077
Change+160 (+1%)
Value$1.6M (-$124.2K)
Filed 2026-10-22
Wellington Shields & Co., LLC
DECREASED
Shares15,200 from 36,995
Change-21,795 (-59%)
Value$1.6M (-$2.6M)
Filed 2026-11-03
Wellington Shields Capital Management, LLC
DECREASED
Shares15,200 from 30,188
Change-14,988 (-50%)
Value$1.6M (-$1.8M)
Filed 2026-11-03
Capital Management Associates
DECREASED
Shares15,200 from 22,200
Change-7,000 (-32%)
Value$1.6M (-$934.8K)
Filed 2026-11-03
Curbstone Financial Management Corp
INCREASED
Shares15,194 from 14,574
Change+620 (+4%)
Value$1.6M (-$71.7K)
Filed 2026-10-21
American Capital Advisory, LLC
INCREASED
Shares15,181 from 15,158
Change+23 (+0%)
Value$1.6M (-$139.2K)
Filed 2026-10-28
Lakeshore Capital Group, Inc.
INCREASED
Shares15,162 from 14,230
Change+932 (+7%)
Value$1.6M (-$36.0K)
Filed 2026-10-20
1900 Wealth Management LLC
INCREASED
Shares15,144 from 14,654
Change+490 (+3%)
Value$1.6M (-$85.9K)
Filed 2026-10-13
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares15,139 from 15,994
Change-855 (-5%)
Value$1.6M (-$238.2K)
Filed 2026-10-14
Bridgewealth Advisory Group, LLC
INCREASED
Shares15,120 from 14,810
Change+310 (+2%)
Value$1.6M (-$106.1K)
Filed 2026-11-09
Bernardo Wealth Planning LLC
INCREASED
Shares15,108 from 7,451
Change+7,657 (+103%)
Value$1.6M (+$726.2K)
Filed 2026-10-23
Corda Investment Management, Llc.
INCREASED
Shares15,090 from 15,003
Change+87 (+1%)
Value$1.6M (-$131.1K)
Filed 2026-10-22
Waterfront Wealth Inc.
DECREASED
Shares15,089 from 17,208
Change-2,119 (-12%)
Value$1.8M (-$179.3K)
Filed 2026-11-03
Laraway Financial Advisors Inc
DECREASED
Shares15,083 from 15,781
Change-698 (-4%)
Value$1.6M (-$219.9K)
Filed 2026-11-09
Silvia Mccoll Wealth Management, LLC
UNCHANGED
Shares15,078 from 15,078
Change0 (0%)
Value$1.6M (-$140.8K)
Filed 2026-10-07
Cowa, LLC
INCREASED
Shares15,073 from 14,169
Change+904 (+6%)
Value$1.6M (-$38.4K)
Filed 2026-10-30
Tennessee Valley Asset Management Partners
DECREASED
Shares15,062 from 15,294
Change-232 (-2%)
Value$1.6M (-$166.9K)
Filed 2026-11-03
Integrity Advisory Solutions, LLC
INCREASED
Shares15,018 from 13,596
Change+1,422 (+10%)
Value$1.6M (+$20.8K)
Filed 2026-10-29
ProVise Management Group, LLC
INCREASED
Shares14,997 from 14,800
Change+197 (+1%)
Value$1.6M (-$117.7K)
Filed 2026-11-06
Worth Financial Advisory Group, LLC
DECREASED
Shares14,994 from 15,094
Change-100 (-1%)
Value$1.6M (-$151.3K)
Filed 2026-10-19
Armor Investment Advisors, LLC
DECREASED
Shares14,976 from 15,483
Change-507 (-3%)
Value$1.6M (-$197.3K)
Filed 2026-10-27
Dillon & Associates Inc
DECREASED
Shares14,955 from 15,775
Change-820 (-5%)
Value$1.6K (-$1.8M)
Filed 2026-10-22
Walker Financial Services, Inc.
INCREASED
Shares14,944 from 14,609
Change+335 (+2%)
Value$1.6M (-$101.6K)
Filed 2026-10-26
Donaldson Capital Management, LLC
DECREASED
Shares14,899 from 14,961
Change-62 (0%)
Value$1.5M (-$146.1K)
Filed 2026-11-09
Key Client Fiduciary Advisors, LLC
DECREASED
Shares14,889 from 15,544
Change-655 (-4%)
Value$1.5M (-$213.3K)
Filed 2026-10-19
Physician Wealth Advisors, Inc.
INCREASED
Shares14,848 from 14,634
Change+214 (+1%)
Value$1.5M (-$114.5K)
Filed 2026-10-20
AA Financial Advisors, LLC
INCREASED
Shares14,847 from 13,468
Change+1,379 (+10%)
Value$1.5M (+$17.5K)
Filed 2026-10-19
Wincap Financial LLC
DECREASED
Shares14,841 from 16,019
Change-1,178 (-7%)
Value$1.5M (-$272.0K)
Filed 2026-10-20
Solstein Capital, LLC
UNCHANGED
Shares14,799 from 14,799
Change0 (0%)
Value$1.5M (-$138.2K)
Filed 2026-11-02
Jm2 Capital Inc.
INCREASED
Shares14,792 from 14,689
Change+103 (+1%)
Value$1.5M (-$126.5K)
Filed 2026-10-14
Cape ANN Savings Bank
DECREASED
Shares14,788 from 14,808
Change-20 (0%)
Value$1.5M (-$140.4K)
Filed 2026-11-09
Clearwave Capital, LLC
INCREASED
Shares14,777 from 14,050
Change+727 (+5%)
Value$1.5M (-$55.6K)
Filed 2026-10-27
Wolverine Asset Management LLC
INCREASED
Shares14,773 from 11,418
Change+3,355 (+29%)
Value$1.5M (+$242.0K)
Filed 2026-11-02
Falcon Wealth Planning
DECREASED
Shares14,741 from 15,975
Change-1,234 (-8%)
Value$1.5M (-$277.4K)
Filed 2026-11-06
Birchbrook, Inc.
DECREASED
Shares14,723 from 15,090
Change-367 (-2%)
Value$1.5M (-$179.1K)
Filed 2026-10-14
Founders Financial Securities LLC
DECREASED
Shares14,657 from 14,723
Change-66 (0%)
Value$1.5M (-$144.3K)
Filed 2026-10-28
Gould Asset Management LLC
DECREASED
Shares14,641 from 14,721
Change-80 (-1%)
Value$1.5M (-$145.8K)
Filed 2026-11-06
Evansbrook LLC
INCREASED
Shares14,620 from 14,495
Change+125 (+1%)
Value$1.5M (-$122.4K)
Filed 2026-10-16
Probity Advisors, Inc.
INCREASED
Shares14,594 from 14,155
Change+439 (+3%)
Value$1.5M (-$86.7K)
Filed 2026-10-23
Summa Corp.
INCREASED
Shares14,569 from 14,537
Change+32 (+0%)
Value$1.5M (-$132.5K)
Filed 2026-10-30
Wealth Intelligence, LLC
INCREASED
Shares14,561 from 14,009
Change+552 (+4%)
Value$1.5M (-$73.5K)
Filed 2026-10-16
Augustine Asset Management Inc
INCREASED
Shares14,495 from 13,849
Change+646 (+5%)
Value$1.5M (-$62.2K)
Filed 2026-10-13
Lee Financial Co
INCREASED
Shares14,422 from 14,380
Change+42 (+0%)
Value$1.5M (-$129.9K)
Filed 2026-10-16
Rhodes Investment Advisors Inc
INCREASED
Shares14,418 from 12,147
Change+2,271 (+19%)
Value$1.5M (+$122.6K)
Filed 2026-10-07
Maryland Capital Advisors Inc.
UNCHANGED
Shares14,386 from 14,386
Change0 (0%)
Value$1.5M (-$134.4K)
Filed 2026-10-15
Accredited Investors Inc.
INCREASED
Shares14,372 from 14,323
Change+49 (+0%)
Value$1.5M (-$128.6K)
Filed 2026-11-03
White Lighthouse Investment Management Inc.
INCREASED
Shares14,358 from 14,010
Change+348 (+2%)
Value$1.5M (-$94.7K)
Filed 2026-10-21
Greenfield Savings Bank
INCREASED
Shares14,331 from 14,072
Change+259 (+2%)
Value$1.5M (-$104.5K)
Filed 2026-10-07
Sheets Smith Wealth Management
DECREASED
Shares14,317 from 17,226
Change-2,909 (-17%)
Value$1.5M (-$463.2K)
Filed 2026-10-16
Proathlete Wealth Management LLC
INCREASED
Shares14,311 from 13,206
Change+1,105 (+8%)
Value$1.5M (-$8.6K)
Filed 2026-10-15
City State Bank
INCREASED
Shares14,266 from 12,946
Change+1,320 (+10%)
Value$1.5M (+$16.3K)
Filed 2026-10-20
EdgeRock Capital LLC
INCREASED
Shares14,254 from 13,766
Change+488 (+4%)
Value$1.5M (-$77.9K)
Filed 2026-11-03
Richards, Merrill & Peterson, Inc.
INCREASED
Shares14,229 from 13,892
Change+337 (+2%)
Value$1.5M (-$94.7K)
Filed 2026-10-19
Willis Johnson Wealth, Inc.
DECREASED
Shares14,221 from 14,235
Change-14 (0%)
Value$1.5M (-$134.4K)
Filed 2026-11-03
SRH Advisors, LLC
UNCHANGED
Shares14,221 from 14,221
Change0 (0%)
Value$1.5M (-$132.8K)
Filed 2026-10-22
Redhawk Wealth Advisors, Inc.
DECREASED
Shares14,218 from 15,216
Change-998 (-7%)
Value$1.5M (-$245.8K)
Filed 2026-10-14
Lazari Capital Management, Inc.
INCREASED
Shares14,202 from 13,510
Change+692 (+5%)
Value$1.5M (-$54.2K)
Filed 2026-10-20
Balboa Wealth Partners
INCREASED
Shares14,198 from 9,631
Change+4,567 (+47%)
Value$1.5M (+$384.7K)
Filed 2026-10-20
Root Financial Partners, LLC
INCREASED
Shares14,185 from 12,881
Change+1,304 (+10%)
Value$1.5M (+$15.2K)
Filed 2026-10-21
Holcombe Financial, Inc.
UNCHANGED
Shares14,176 from 14,176
Change0 (0%)
Value$1.5M (-$132.4K)
Filed 2026-10-16
Sawgrass Asset Management LLC
DECREASED
Shares14,117 from 14,989
Change-872 (-6%)
Value$1.5M (-$230.6K)
Filed 2026-11-03
Swiss RE LTD
INCREASED
Shares14,096 from 8,571
Change+5,525 (+64%)
Value$1.5M (+$494.1K)
Filed 2026-11-06
Riverbend Wealth Management, LLC
DECREASED
Shares14,022 from 14,250
Change-228 (-2%)
Value$1.5M (-$156.8K)
Filed 2026-10-15
Beutel, Goodman & Co Ltd.
DECREASED
Shares13,955 from 15,655
Change-1,700 (-11%)
Value$1.5K (-$1.8M)
Filed 2026-11-04
KMG Fiduciary Partners, LLC
DECREASED
Shares13,937 from 14,523
Change-586 (-4%)
Value$1.4M (-$196.5K)
Filed 2026-10-14
Moody Lynn Lieberson & Walker, LLC
DECREASED
Shares13,934 from 14,311
Change-377 (-3%)
Value$1.4M (-$172.8K)
Filed 2026-10-14
Murphy Pohlad Asset Management LLC
DECREASED
Shares13,927 from 13,967
Change-40 (0%)
Value$1.4M (-$134.7K)
Filed 2026-10-22
Howard Capital Management Group, LLC
INCREASED
Shares13,899 from 13,739
Change+160 (+1%)
Value$1.4M (-$111.7K)
Filed 2026-10-16
Center for Financial Planning, Inc.
INCREASED
Shares13,886 from 11,807
Change+2,079 (+18%)
Value$1.4M (+$105.7K)
Filed 2026-10-26
MW Advisory, LLC
INCREASED
Shares13,872 from 11,552
Change+2,320 (+20%)
Value$1.4M (+$133.2K)
Filed 2026-10-19
Ibex Wealth Advisors
INCREASED
Shares13,863 from 12,017
Change+1,846 (+15%)
Value$1.4M (+$79.7K)
Filed 2026-11-06
S.A. Mason LLC
INCREASED
Shares13,848 from 13,844
Change+4 (+0%)
Value$1.4M (-$128.9K)
Filed 2026-10-13
Interchange Capital Partners, LLC
DECREASED
Shares13,785 from 15,067
Change-1,282 (-9%)
Value$1.4M (-$272.6K)
Filed 2026-10-28
Olistico Wealth, LLC
INCREASED
Shares13,782 from 11,853
Change+1,929 (+16%)
Value$1.4M (+$89.8K)
Filed 2026-10-05
Great Diamond Partners, LLC
DECREASED
Shares13,762 from 13,789
Change-27 (0%)
Value$1.4M (-$131.6K)
Filed 2026-10-13
InTrack Investment Management Inc
DECREASED
Shares13,761 from 13,890
Change-129 (-1%)
Value$1.4M (-$143.1K)
Filed 2026-10-15
Centennial Wealth Advisory LLC
INCREASED
Shares13,750 from 12,574
Change+1,176 (+9%)
Value$1.4M (+$5.4K)
Filed 2026-10-16
Income Insurance Ltd
INCREASED
Shares13,712 from 13,412
Change+300 (+2%)
Value$1.4M (-$94.1K)
Filed 2026-10-21
Cahaba Wealth Management, Inc.
INCREASED
Shares13,711 from 12,739
Change+972 (+8%)
Value$1.4M (-$17.9K)
Filed 2026-10-26
Targeted Financial Services LLC
DECREASED
Shares13,707 from 18,807
Change-5,100 (-27%)
Value$1.4M (-$705.6K)
Filed 2026-10-19
Brandywine OAK Private Wealth LLC
DECREASED
Shares13,693 from 14,143
Change-450 (-3%)
Value$1.4M (-$178.9K)
Filed 2026-10-23
San Luis Wealth Advisors LLC
INCREASED
Shares13,675 from 13,276
Change+399 (+3%)
Value$1.4M (-$82.6K)
Filed 2026-10-27
Heck Capital Advisors, LLC
INCREASED
Shares13,671 from 12,624
Change+1,047 (+8%)
Value$1.4M (-$9.1K)
Filed 2026-10-14
Blackston Financial Advisory Group, LLC
DECREASED
Shares13,660 from 13,874
Change-214 (-2%)
Value$1.4M (-$151.9K)
Filed 2026-11-04
Winch Advisory Services, LLC
INCREASED
Shares13,633 from 13,364
Change+269 (+2%)
Value$1.4M (-$96.9K)
Filed 2026-11-06
Winthrop Capital Management, LLC
INCREASED
Shares13,623 from 13,619
Change+4 (+0%)
Value$1.4M (-$127.3K)
Filed 2026-11-05
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED
Shares13,565 from 13,565
Change0 (0%)
Value$1.4M (-$126.7K)
Filed 2026-10-28
Accuvest Global Advisors
DECREASED
Shares13,560 from 22,517
Change-8,957 (-40%)
Value$1.4M (-$1.1M)
Filed 2026-11-04
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
INCREASED
Shares13,560 from 13,458
Change+102 (+1%)
Value$1.4M (-$115.1K)
Filed 2026-10-21
Kelman-Lazarov, Inc.
INCREASED
Shares13,503 from 12,484
Change+1,019 (+8%)
Value$1.4M (-$10.6K)
Filed 2026-11-09
Grace & White Inc
UNCHANGED
Shares13,500 from 13,500
Change0 (0%)
Value$1.4M (-$126.1K)
Filed 2026-10-23
Milestone Asset Management, LLC
INCREASED
Shares13,498 from 13,154
Change+344 (+3%)
Value$1.4M (-$87.2K)
Filed 2026-10-15
Columbia Bank
INCREASED
Shares13,484 from 12,058
Change+1,426 (+12%)
Value$1.4M (+$35.6K)
Filed 2026-10-29
Forteris Wealth Management Inc.
DECREASED
Shares13,480 from 14,052
Change-572 (-4%)
Value$1.4M (-$190.7K)
Filed 2026-10-13
Beacon Financial Advisory LLC
INCREASED
Shares13,479 from 13,307
Change+172 (+1%)
Value$1.4M (-$106.4K)
Filed 2026-10-16
Core Wealth Partners LLC
DECREASED
Shares13,433 from 14,226
Change-793 (-6%)
Value$1.4M (-$215.3K)
Filed 2026-11-02
BankChampaign, National Association
DECREASED
Shares13,428 from 13,727
Change-299 (-2%)
Value$1.4M (-$159.3K)
Filed 2026-10-19
Sanders Morris Harris LLC
INCREASED
Shares13,424 from 12,626
Change+798 (+6%)
Value$1.4M (+$19.5K)
Filed 2026-10-14
L.K. Benson & Company, P.C.
UNCHANGED
Shares13,420 from 13,420
Change0 (0%)
Value$1.4M (-$125.3K)
Filed 2026-10-23
Kenora Financial, LLC
INCREASED
Shares13,417 from 11,599
Change+1,818 (+16%)
Value$1.4M (+$80.6K)
Filed 2026-10-20
Souders Financial Advisors
DECREASED
Shares13,413 from 16,190
Change-2,777 (-17%)
Value$1.4M (-$439.7K)
Filed 2026-11-03
Analyst IMS Investment Management Services Ltd.
DECREASED
Shares13,365 from 14,462
Change-1,097 (-8%)
Value$1.4K (-$1.6M)
Filed 2026-11-05
Cassia Capital Partners, LLC
INCREASED
Shares13,358 from 12,532
Change+826 (+7%)
Value$1.4M (-$31.2K)
Filed 2026-11-04
Zions Bancorporation, National Association
DECREASED
Shares13,357 from 28,086
Change-14,729 (-52%)
Value$1.4M (-$1.8M)
Filed 2026-11-06
Hardy Reed LLC
INCREASED
Shares13,302 from 11,294
Change+2,008 (+18%)
Value$1.4M (+$103.2K)
Filed 2026-11-06
Paradigm Asset Management Co LLC
DECREASED
Shares13,300 from 16,500
Change-3,200 (-19%)
Value$1.4M (-$486.7K)
Filed 2026-11-05
Chapin Davis, Inc.
DECREASED
Shares13,295 from 13,469
Change-174 (-1%)
Value$1.4M (-$144.0K)
Filed 2026-10-09
Gray Private Wealth, LLC
NEW
Shares13,264
Change+13,264
Value$1.4M
Filed 2026-10-28
Legacy Financial Group, Inc.
INCREASED
Shares13,248 from 13,137
Change+111 (+1%)
Value$1.4M (-$111.2K)
Filed 2026-10-21
Titleist Asset Management, LLC
INCREASED
Shares13,239 from 11,934
Change+1,305 (+11%)
Value$1.4M (+$23.9K)
Filed 2026-10-08
Childress Capital Advisors, LLC
DECREASED
Shares13,163 from 13,307
Change-144 (-1%)
Value$1.4M (-$139.3K)
Filed 2026-10-28
Birch Hill Investment Advisors LLC
INCREASED
Shares13,137 from 11,537
Change+1,600 (+14%)
Value$1.4M (+$58.5K)
Filed 2026-10-16
MN Wealth Advisors, LLC
DECREASED
Shares13,120 from 13,322
Change-202 (-2%)
Value$1.4M (-$145.4K)
Filed 2026-10-23
Heritage Wealth Management, Inc.
INCREASED
Shares13,079 from 12,273
Change+806 (+7%)
Value$1.4M (-$30.9K)
Filed 2026-10-27
Gerald Baker Financial Group LLC
DECREASED
Shares13,079 from 13,286
Change-207 (-2%)
Value$1.4M (-$145.6K)
Filed 2026-10-09
Greykasell Wealth Strategies, Inc.
INCREASED
Shares13,067 from 13,062
Change+5 (+0%)
Value$1.4M (-$121.5K)
Filed 2026-11-09
Romano Brothers and Company
DECREASED
Shares13,050 from 13,218
Change-168 (-1%)
Value$1.4M (-$140.9K)
Filed 2026-10-22
Harbour Trust & Investment Management Co
INCREASED
Shares13,008 from 12,905
Change+103 (+1%)
Value$1.4M (-$109.8K)
Filed 2026-10-28
Foguth Wealth Management, Llc.
INCREASED
Shares12,994 from 12,104
Change+890 (+7%)
Value$1.5M (+$185.7K)
Filed 2026-10-19
Insight Advisors, LLC/ PA
DECREASED
Shares12,986 from 14,077
Change-1,091 (-8%)
Value$1.3M (-$244.8K)
Filed 2026-10-22
River Street Advisors LLC
INCREASED
Shares12,964 from 12,156
Change+808 (+7%)
Value$1.3M (-$29.6K)
Filed 2026-10-22
Cache Advisors, LLC
INCREASED
Shares12,960 from 4,890
Change+8,070 (+165%)
Value$1.3M (+$793.0K)
Filed 2026-10-16
Bauman Advisory Group, LLC
DECREASED
Shares12,922 from 13,189
Change-267 (-2%)
Value$1.3M (-$151.0K)
Filed 2026-10-29
Sunpointe, LLC
DECREASED
Shares12,901 from 14,340
Change-1,439 (-10%)
Value$1.3M (-$283.5K)
Filed 2026-10-22
Sprott Inc.
INCREASED
Shares12,889 from 9,900
Change+2,989 (+30%)
Value$1.3M (+$218.2K)
Filed 2026-11-09
Formuepleje A/S
DECREASED
Shares12,859 from 14,912
Change-2,053 (-14%)
Value$1.3M (-$352.6K)
Filed 2026-10-15
Iams Wealth Management, LLC
DECREASED
Shares12,810 from 17,716
Change-4,906 (-28%)
Value$1.3M (-$675.3K)
Filed 2026-10-15
Marest Capital, LLC
INCREASED
Shares12,809 from 12,782
Change+27 (+0%)
Value$1.3M (-$116.3K)
Filed 2026-10-23
Bernicke Wealth Management, Ltd.
INCREASED
Shares12,764 from 12,548
Change+216 (+2%)
Value$1.3M (-$94.8K)
Filed 2026-11-06
Wealth Effects LLC
INCREASED
Shares12,756 from 12,278
Change+478 (+4%)
Value$1.3M (-$65.0K)
Filed 2026-10-23
Arwa LLC
INCREASED
Shares12,724 from 12,664
Change+60 (+0%)
Value$1.4M (-$27.1K)
Filed 2026-10-21
Global Trust Wealth Management LLC
DECREASED
Shares12,658 from 12,665
Change-7 (0%)
Value$1.3M (-$119.0K)
Filed 2026-10-14
Verum Partners LLC
INCREASED
Shares12,621 from 11,824
Change+797 (+7%)
Value$1.3M (-$27.6K)
Filed 2026-10-21
Dickmeyer Boyce Financial Management, Inc.
UNCHANGED
Shares12,616 from 12,616
Change0 (0%)
Value$1.3M (-$117.8K)
Filed 2026-10-08
Hudock, Inc.
INCREASED
Shares12,608 from 12,290
Change+318 (+3%)
Value$1.3M (-$81.7K)
Filed 2026-10-14
Mainsail Financial Group, LLC
INCREASED
Shares12,584 from 11,567
Change+1,017 (+9%)
Value$1.3M (-$2.4K)
Filed 2026-10-23
Edgemoor Investment Advisors, Inc.
DECREASED
Shares12,582 from 12,598
Change-16 (0%)
Value$1.3M (-$119.5K)
Filed 2026-11-03
626 Financial, LLC
DECREASED
Shares12,548 from 12,710
Change-162 (-1%)
Value$1.3M (-$135.6K)
Filed 2026-11-04
Annis Gardner Whiting Capital Advisors, LLC
INCREASED
Shares12,516 from 11,554
Change+962 (+8%)
Value$1.3M (-$7.9K)
Filed 2026-11-09
4Wealth Advisors, Inc.
DECREASED
Shares12,513 from 13,857
Change-1,344 (-10%)
Value$1.3M (-$251.5K)
Filed 2026-10-13
Waycross Investment Management Co
DECREASED
Shares12,502 from 12,721
Change-219 (-2%)
Value$1.3M (-$141.6K)
Filed 2026-10-14
DT Investment Partners, LLC
DECREASED
Shares12,462 from 12,466
Change-4 (0%)
Value$1.3M (-$116.8K)
Filed 2026-10-27
Revolve Wealth Partners, LLC
DECREASED
Shares12,429 from 13,701
Change-1,272 (-9%)
Value$1.3M (-$260.2K)
Filed 2026-10-23
Correct Capital Wealth Management
INCREASED
Shares12,425 from 10,000
Change+2,425 (+24%)
Value$1.3M (+$158.6K)
Filed 2026-11-02
Corundum Group, Inc.
INCREASED
Shares12,420 from 11,835
Change+585 (+5%)
Value$1.3M (-$49.7K)
Filed 2026-10-28
Triangle Securities Wealth Management
DECREASED
Shares12,412 from 12,472
Change-60 (0%)
Value$1.3M (-$122.7K)
Filed 2026-10-14
PKS Advisory Services, LLC
UNCHANGED
Shares12,375 from 12,375
Change0 (0%)
Value$1.4M ($0)
Filed 2026-10-26
SmartHarvest Portfolios, LLC
DECREASED
Shares12,354 from 17,839
Change-5,485 (-31%)
Value$1.3M (-$736.6K)
Filed 2026-10-26
XY Planning Network, Inc.
INCREASED
Shares12,350 from 11,564
Change+786 (+7%)
Value$1.3M (-$26.4K)
Filed 2026-10-14
LSV Asset Management
UNCHANGED
Shares12,300 from 12,300
Change0 (0%)
Value$1.3K (-$1.4M)
Filed 2026-11-06
Security Financial Services, Inc.
DECREASED
Shares12,295 from 12,923
Change-628 (-5%)
Value$1.3M (-$186.0K)
Filed 2026-10-29
Byrne Asset Management LLC
DECREASED
Shares12,246 from 12,346
Change-100 (-1%)
Value$1.3M (-$121.5K)
Filed 2026-10-06
RW Investment Management LLC
INCREASED
Shares12,244 from 12,110
Change+134 (+1%)
Value$1.3M (-$99.2K)
Filed 2026-11-03
Cyr Financial Inc.
INCREASED
Shares12,228 from 10,809
Change+1,419 (+13%)
Value$1.3M (+$46.5K)
Filed 2026-10-16
Adelphi Trust Co
DECREASED
Shares12,210 from 13,234
Change-1,024 (-8%)
Value$1.3M (-$230.0K)
Filed 2026-10-05
Excalibur Management Corp
INCREASED
Shares12,173 from 11,408
Change+765 (+7%)
Value$1.3M (-$27.1K)
Filed 2026-11-02
FSM Wealth Advisors, LLC
DECREASED
Shares12,173 from 12,735
Change-562 (-4%)
Value$1.3M (-$96.4K)
Filed 2026-10-27
Fortitude Advisory Group L.L.C.
INCREASED
Shares12,149 from 10,732
Change+1,417 (+13%)
Value$1.3M (+$47.1K)
Filed 2026-10-15
Blue Line Capital, LLC / IL
NEW
Shares12,142
Change+12,142
Value$1.3M
Filed 2026-11-04
PFW Advisors LLC
DECREASED
Shares12,126 from 12,185
Change-59 (0%)
Value$1.3M (-$119.9K)
Filed 2026-10-07
MRA Advisory Group
DECREASED
Shares12,094 from 19,865
Change-7,771 (-39%)
Value$1.3M (-$993.1K)
Filed 2026-10-07
United Community Bank
DECREASED
Shares12,094 from 13,590
Change-1,496 (-11%)
Value$1.3M (-$282.4K)
Filed 2026-10-28
Investors Asset Management of Georgia Inc
DECREASED
Shares12,087 from 12,272
Change-185 (-2%)
Value$1.3M (-$133.8K)
Filed 2026-10-20
Paragon Capital Management Ltd
INCREASED
Shares12,081 from 12,077
Change+4 (+0%)
Value$1.3M (-$112.4K)
Filed 2026-10-09
Able Financial Group, LLC
INCREASED
Shares12,070 from 10,680
Change+1,390 (+13%)
Value$1.3M (+$44.7K)
Filed 2026-10-14
Cromwell Holdings LLC
DECREASED
Shares12,061 from 12,383
Change-322 (-3%)
Value$1.3M (-$149.1K)
Filed 2026-10-28
Personal CFO Solutions, LLC
DECREASED
Shares12,022 from 15,806
Change-3,784 (-24%)
Value$1.2M (-$540.9K)
Filed 2026-11-06
Zevenbergen Capital Investments LLC
NEW
Shares12,000
Change+12,000
Value$1.2M
Filed 2026-10-08
Convergence Financial, LLC
DECREASED
Shares11,998 from 22,440
Change-10,442 (-47%)
Value$1.2M (-$1.3M)
Filed 2026-10-27
Seamount Financial Group Inc
INCREASED
Shares11,975 from 11,586
Change+389 (+3%)
Value$1.2M (-$67.8K)
Filed 2026-10-21
Wespac Advisors, LLC
DECREASED
Shares11,954 from 12,045
Change-91 (-1%)
Value$1.2M (-$121.9K)
Filed 2026-10-26
Rainier Family Wealth Inc
INCREASED
Shares11,923 from 11,792
Change+131 (+1%)
Value$1.2M (-$96.5K)
Filed 2026-11-02
Centennial Bank
DECREASED
Shares11,891 from 11,999
Change-108 (-1%)
Value$1.2M (-$123.3K)
Filed 2026-11-09
LifeSteps Financial, Inc.
DECREASED
Shares11,809 from 11,965
Change-156 (-1%)
Value$1.2M (-$128.0K)
Filed 2026-10-15
Cushing Capital Partners, LLC
INCREASED
Shares11,780 from 9,443
Change+2,337 (+25%)
Value$1.2M (+$154.7K)
Filed 2026-10-20
Meriwether Wealth & Planning, LLC
INCREASED
Shares11,747 from 9,057
Change+2,690 (+30%)
Value$1.2M (+$195.0K)
Filed 2026-10-13
Reynders McVeigh Capital Management, LLC
DECREASED
Shares11,716 from 12,084
Change-368 (-3%)
Value$1.2M (-$151.5K)
Filed 2026-10-30
Prescott Group Capital Management, L.L.C.
UNCHANGED
Shares11,700 from 11,700
Change0 (0%)
Value$1.2M (-$109.3K)
Filed 2026-10-30
Cannon Advisors, Inc.
INCREASED
Shares11,696 from 3,024
Change+8,672 (+287%)
Value$1.3M (+$969.5K)
Filed 2026-10-14
Laurel OAK Wealth Management, LLC
INCREASED
Shares11,692 from 10,907
Change+785 (+7%)
Value$1.2M (-$20.3K)
Filed 2026-10-19
Gilman Hill Asset Management, LLC
DECREASED
Shares11,652 from 13,199
Change-1,547 (-12%)
Value$1.2M (-$284.0K)
Filed 2026-10-13
Mainstream Capital Management LLC
DECREASED
Shares11,643 from 12,939
Change-1,296 (-10%)
Value$1.2M (-$255.5K)
Filed 2026-10-23
M&G Plc
DECREASED
Shares11,617 from 13,302
Change-1,685 (-13%)
Value$1.2M (-$295.0K)
Filed 2026-11-04
United Asset Strategies, Inc.
INCREASED
Shares11,617 from 11,255
Change+362 (+3%)
Value$1.2M (-$67.5K)
Filed 2026-10-28
Wilkins Investment Counsel Inc
DECREASED
Shares11,556 from 12,806
Change-1,250 (-10%)
Value$1.2M (-$249.5K)
Filed 2026-11-03
Seven Mile Advisory
DECREASED
Shares11,554 from 11,607
Change-53 (0%)
Value$1.2M (-$113.9K)
Filed 2026-10-22
Gutierrez Wealth Advisory, LLC
DECREASED
Shares11,543 from 12,641
Change-1,098 (-9%)
Value$1.2M (-$232.2K)
Filed 2026-11-02
New Covenant Trust Company, N.A.
INCREASED
Shares11,538 from 9,991
Change+1,547 (+15%)
Value$1.2M (+$67.4K)
Filed 2026-10-08
Kassira Wealth Management LLC
INCREASED
Shares11,538 from 11,450
Change+88 (+1%)
Value$1.2M (-$97.8K)
Filed 2026-10-28
KFA Private Wealth Group, LLC
INCREASED
Shares11,516 from 11,291
Change+225 (+2%)
Value$1.2M (-$82.1K)
Filed 2026-10-07
J. Derek Lewis & Associates Inc.
INCREASED
Shares11,499 from 11,304
Change+195 (+2%)
Value$1.2M (-$85.3K)
Filed 2026-11-03
LexAurum Advisors, LLC
INCREASED
Shares11,492 from 11,313
Change+179 (+2%)
Value$1.2M (-$87.1K)
Filed 2026-10-19
Texas Capital Bank Wealth Management Services Inc
DECREASED
Shares11,476 from 11,913
Change-437 (-4%)
Value$1.2M (-$156.7K)
Filed 2026-11-09
LFG Wealth Partners, LLC
INCREASED
Shares11,462 from 10,501
Change+961 (+9%)
Value$1.2M (+$1.9K)
Filed 2026-10-28
Goldenstone Wealth Management LLC
INCREASED
Shares11,446 from 11,060
Change+386 (+3%)
Value$1.2M (-$63.2K)
Filed 2026-11-04
Financial Planning Hawaii, Inc.
INCREASED
Shares11,439 from 10,853
Change+586 (+5%)
Value$1.2M (-$40.4K)
Filed 2026-10-13
Rosenberg Matthew Hamilton
INCREASED
Shares11,421 from 11,103
Change+318 (+3%)
Value$1.2M (-$70.7K)
Filed 2026-10-05
Montgomery Investment Management Inc
UNCHANGED
Shares11,413 from 11,413
Change0 (0%)
Value$1.2M (-$106.6K)
Filed 2026-10-26
Tower View Wealth Management LLC
DECREASED
Shares11,393 from 11,818
Change-425 (-4%)
Value$1.2M (-$154.5K)
Filed 2026-10-23
First United Bank & Trust
INCREASED
Shares11,360 from 11,341
Change+19 (+0%)
Value$1.2M (-$104.0K)
Filed 2026-10-22
Aafmaa Wealth Management & Trust LLC
DECREASED
Shares11,355 from 11,550
Change-195 (-2%)
Value$1.2M (-$128.1K)
Filed 2026-10-14
Yankcom Partnership
INCREASED
Shares11,309 from 11,008
Change+301 (+3%)
Value$1.2M (-$71.5K)
Filed 2026-10-15
LVZ, Inc.
INCREASED
Shares11,305 from 10,818
Change+487 (+5%)
Value$1.2M (-$50.4K)
Filed 2026-10-20
Firethorn Wealth Partners, LLC
DECREASED
Shares11,284 from 11,441
Change-157 (-1%)
Value$1.2M (-$123.1K)
Filed 2026-10-14
Dorato Capital Management
UNCHANGED
Shares11,278 from 11,278
Change0 (0%)
Value$1.2M (-$64.7K)
Filed 2026-10-08
May Hill Capital, LLC
INCREASED
Shares11,255 from 10,172
Change+1,083 (+11%)
Value$1.2M (+$17.5K)
Filed 2026-11-03
Prentice Wealth Management LLC
DECREASED
Shares11,255 from 11,479
Change-224 (-2%)
Value$1.2M (-$130.5K)
Filed 2026-10-20
Wealth Management Nebraska
DECREASED
Shares11,215 from 11,990
Change-775 (-6%)
Value$1.2M (-$192.5K)
Filed 2026-10-26
William John Sempolinski
INCREASED
Shares11,192 from 9,591
Change+1,601 (+17%)
Value$1.2M (+$76.8K)
Filed 2026-10-20
Trek Financial, LLC
INCREASED
Shares11,150 from 10,587
Change+563 (+5%)
Value$1.2M (-$40.4K)
Filed 2026-10-29
Wall Street Financial Group, Inc.
INCREASED
Shares11,134 from 10,469
Change+665 (+6%)
Value$1.2M (-$28.8K)
Filed 2026-11-09
Willow Creek Capital Management, Inc.
UNCHANGED
Shares11,123 from 11,123
Change0 (0%)
Value$1.3M ($0)
Filed 2026-10-16
Heritage Family Offices, LLP
DECREASED
Shares11,106 from 11,747
Change-641 (-5%)
Value$1.2M (-$176.3K)
Filed 2026-11-02
Good Steward Wealth Advisors,LLC
DECREASED
Shares11,081 from 11,345
Change-264 (-2%)
Value$1.2M (-$133.4K)
Filed 2026-11-06
Camden National Bank
UNCHANGED
Shares11,036 from 11,036
Change0 (0%)
Value$1.1M (-$103.1K)
Filed 2026-11-02
Patriot Investment Management Group, Inc.
INCREASED
Shares11,018 from 10,911
Change+107 (+1%)
Value$1.1M (-$90.8K)
Filed 2026-10-15
Hunter Associates Investment Management LLC
INCREASED
Shares11,018 from 11,016
Change+2 (+0%)
Value$1.1K (-$1.2M)
Filed 2026-10-26
Abel Hall, LLC
DECREASED
Shares11,002 from 14,614
Change-3,612 (-25%)
Value$1.1M (-$511.9K)
Filed 2026-10-19
Wealthcare Capital Partners, LLC
INCREASED
Shares10,991 from 10,946
Change+45 (+0%)
Value$1.1M (-$97.5K)
Filed 2026-10-21
Pacific Sage Partners, LLC
INCREASED
Shares10,991 from 10,989
Change+2 (+0%)
Value$1.1M (-$102.4K)
Filed 2026-10-21
Earned Wealth Advisors, LLC
INCREASED
Shares10,982 from 10,370
Change+612 (+6%)
Value$1.1M (-$33.3K)
Filed 2026-11-06
Quantum Financial Partners LLC
DECREASED
Shares10,932 from 11,685
Change-753 (-6%)
Value$1.1M (-$187.4K)
Filed 2026-10-19
HBW Advisory Services LLC
INCREASED
Shares10,923 from 10,872
Change+51 (+0%)
Value$1.1M (-$96.3K)
Filed 2026-10-15
Mayfair Advisory Group, LLC
UNCHANGED
Shares10,915 from 10,915
Change0 (0%)
Value$1.1M (-$60.6K)
Filed 2026-10-20
PCG Asset Management, LLC
INCREASED
Shares10,891 from 6,815
Change+4,076 (+60%)
Value$1.1M (+$359.9K)
Filed 2026-11-05
Hazlett, Burt & Watson, Inc.
INCREASED
Shares10,890 from 10,583
Change+307 (+3%)
Value$1.1K (-$724.3K)
Filed 2026-11-04
Revisor Wealth Management LLC
DECREASED
Shares10,888 from 11,783
Change-895 (-8%)
Value$1.3M (-$52.8K)
Filed 2026-10-20
Hendershot Investments Inc.
DECREASED
Shares10,888 from 11,163
Change-275 (-2%)
Value$1.1M (-$132.8K)
Filed 2026-11-05
Lantz Financial LLC
INCREASED
Shares10,883 from 10,431
Change+452 (+4%)
Value$1.1M (-$50.5K)
Filed 2026-10-15
Capital Square, LLC
DECREASED
Shares10,868 from 11,317
Change-449 (-4%)
Value$1.1M (-$159.6K)
Filed 2026-10-19
Semus Wealth Partners LLC
INCREASED
Shares10,860 from 10,433
Change+427 (+4%)
Value$1.1M (-$53.1K)
Filed 2026-10-22
Impact Capital Partners LLC
DECREASED
Shares10,849 from 13,610
Change-2,761 (-20%)
Value$1.1M (-$414.0K)
Filed 2026-10-22
Peregrine Asset Advisers, Inc.
INCREASED
Shares10,847 from 10,518
Change+329 (+3%)
Value$1.1M (-$64.0K)
Filed 2026-11-09
Blueprint Financial Advisors LLC
DECREASED
Shares10,816 from 12,532
Change-1,716 (-14%)
Value$1.1M (-$295.4K)
Filed 2026-10-28
SS&H Financial Advisors, Inc.
DECREASED
Shares10,813 from 10,938
Change-125 (-1%)
Value$1.1K (-$1.2M)
Filed 2026-10-28
Crown Wealth Group, LLC
DECREASED
Shares10,793 from 12,136
Change-1,343 (-11%)
Value$1.1M (-$252.9K)
Filed 2026-10-19
Quantum Financial Advisors, LLC
DECREASED
Shares10,776 from 12,071
Change-1,295 (-11%)
Value$1.1M (-$247.3K)
Filed 2026-11-03
Carson Advisory Inc.
DECREASED
Shares10,772 from 10,778
Change-6 (0%)
Value$1.1M (-$101.3K)
Filed 2026-11-06
Brady Martz Wealth Solutions, LLC
INCREASED
Shares10,763 from 10,347
Change+416 (+4%)
Value$1.1M (-$53.4K)
Filed 2026-11-05
Retirement Planning Co of New England, Inc.
INCREASED
Shares10,763 from 10,726
Change+37 (+0%)
Value$1.1M (-$96.3K)
Filed 2026-10-15
Investment Planning Advisors, Inc.
INCREASED
Shares10,760 from 9,567
Change+1,193 (+12%)
Value$1.1M (+$34.6K)
Filed 2026-10-14
Atticus Wealth Management, LLC
INCREASED
Shares10,751 from 5,829
Change+4,922 (+84%)
Value$1.1M (+$457.0K)
Filed 2026-10-20
MFA Wealth Services
INCREASED
Shares10,734 from 10,629
Change+105 (+1%)
Value$1.1M (-$88.3K)
Filed 2026-10-14
Clarus Group, Inc.
DECREASED
Shares10,704 from 12,957
Change-2,253 (-17%)
Value$1.1M (-$355.2K)
Filed 2026-10-21
Hamilton Capital, LLC
DECREASED
Shares10,701 from 11,742
Change-1,041 (-9%)
Value$1.1M (-$217.9K)
Filed 2026-10-08
Coquina Private Wealth LLC
INCREASED
Shares10,684 from 10,679
Change+5 (+0%)
Value$1.1M (-$99.3K)
Filed 2026-10-27
First Fiduciary Investment Counsel, Inc.
UNCHANGED
Shares10,673 from 10,673
Change0 (0%)
Value$1.1K (-$1.2M)
Filed 2026-10-27
Ninety One UK Ltd
NEW
Shares10,634
Change+10,634
Value$1.1M
Filed 2026-10-15
Matisse Capital
UNCHANGED
Shares10,628 from 10,628
Change0 (0%)
Value$1.1M (-$99.3K)
Filed 2026-10-29
Steele Capital Management, Inc.
NEW
Shares10,608
Change+10,608
Value$1.1M
Filed 2026-11-02
Wulff, Hansen & Co.
DECREASED
Shares10,513 from 10,530
Change-17 (0%)
Value$1.1M (-$100.1K)
Filed 2026-11-09
Hall Laurie J Trustee
UNCHANGED
Shares10,508 from 10,508
Change0 (0%)
Value$1.1M (-$98.1K)
Filed 2026-10-06
Bingham Private Wealth, LLC
DECREASED
Shares10,482 from 11,332
Change-850 (-7%)
Value$1.1M (-$194.2K)
Filed 2026-11-05
Zinnia Wealth Advisory, LLC
DECREASED
Shares10,474 from 12,308
Change-1,834 (-15%)
Value$1.1M (-$305.6K)
Filed 2026-11-06
25 LLC
INCREASED
Shares10,472 from 9,038
Change+1,434 (+16%)
Value$1.1M (+$64.5K)
Filed 2026-10-13
First Financial Corp
UNCHANGED
Shares10,440 from 10,440
Change0 (0%)
Value$1.1M (-$97.5K)
Filed 2026-10-13
QTR Family Wealth, LLC
DECREASED
Shares10,423 from 16,303
Change-5,880 (-36%)
Value$1.1M (-$763.3K)
Filed 2026-11-02
Oak Asset Management, LLC
DECREASED
Shares10,410 from 10,948
Change-538 (-5%)
Value$1.1M (-$158.2K)
Filed 2026-10-13
Allegheny Financial Group
INCREASED
Shares10,397 from 10,345
Change+52 (+1%)
Value$1.1M (-$91.2K)
Filed 2026-11-05
Persium Advisors, LLC
INCREASED
Shares10,369 from 9,015
Change+1,354 (+15%)
Value$1.1M (+$56.5K)
Filed 2026-10-07
Endeavor Private Wealth, Inc.
DECREASED
Shares10,349 from 11,506
Change-1,157 (-10%)
Value$1.1M (-$227.8K)
Filed 2026-11-05
Schneider Downs Wealth Management Advisors, LP
INCREASED
Shares10,344 from 9,902
Change+442 (+4%)
Value$1.1M (-$46.6K)
Filed 2026-10-27
Slocum, Gordon & Co LLP
DECREASED
Shares10,305 from 11,085
Change-780 (-7%)
Value$1.1M (-$184.6K)
Filed 2026-10-19
E&G Advisors, LLC
DECREASED
Shares10,295 from 10,390
Change-95 (-1%)
Value$1.1M (-$106.9K)
Filed 2026-10-13
Leo Wealth, LLC
NEW
Shares10,288
Change+10,288
Value$1.1M
Filed 2026-10-26
Linscomb Wealth, Inc.
DECREASED
Shares10,258 from 10,374
Change-116 (-1%)
Value$1.1M (-$109.0K)
Filed 2026-11-05
Parcion Private Wealth LLC
DECREASED
Shares10,252 from 14,658
Change-4,406 (-30%)
Value$1.1M (-$594.8K)
Filed 2026-10-28
West Family Investments, Inc.
DECREASED
Shares10,241 from 13,700
Change-3,459 (-25%)
Value$1.1M (-$487.4K)
Filed 2026-11-09
Red Mountain Financial, LLC
INCREASED
Shares10,241 from 10,236
Change+5 (+0%)
Value$1.1M (-$95.1K)
Filed 2026-11-03
KW Wealth Management LLC
NEW
Shares10,235
Change+10,235
Value$1.1M
Filed 2026-10-28
Lifetime Wealth Management P.C.
DECREASED
Shares10,235 from 10,273
Change-38 (0%)
Value$1.1M (-$99.9K)
Filed 2026-10-29
Advisor Resource Council
DECREASED
Shares10,209 from 11,000
Change-791 (-7%)
Value$1.1M (-$146.3K)
Filed 2026-11-05
Tannin Capital LLC
DECREASED
Shares10,205 from 11,053
Change-848 (-8%)
Value$1.1M (-$191.4K)
Filed 2026-11-05
Pinnacle Bancorp, Inc.
INCREASED
Shares10,182 from 9,765
Change+417 (+4%)
Value$1.1M (-$47.9K)
Filed 2026-10-21
First Business Financial Services, Inc.
INCREASED
Shares10,181 from 9,601
Change+580 (+6%)
Value$1.1M (-$29.4K)
Filed 2026-10-29
Aull & Monroe Investment Management Corp
INCREASED
Shares10,174 from 9,945
Change+229 (+2%)
Value$1.1M (-$69.2K)
Filed 2026-10-16
WealthCare Investment Partners, LLC
DECREASED
Shares10,171 from 10,695
Change-524 (-5%)
Value$1.1M (-$154.3K)
Filed 2026-11-05
Baron Wealth Management LLC
DECREASED
Shares10,165 from 11,432
Change-1,267 (-11%)
Value$1.1M (-$238.5K)
Filed 2026-10-27
Berman McAleer LLC
DECREASED
Shares10,163 from 10,308
Change-145 (-1%)
Value$1.1M (-$111.3K)
Filed 2026-10-16
StoryOne LLC
INCREASED
Shares10,132 from 5,461
Change+4,671 (+86%)
Value$1.1M (+$434.4K)
Filed 2026-10-13
Park Capital Management, LLC / WI
INCREASED
Shares10,127 from 9,553
Change+574 (+6%)
Value$1.1M (-$29.6K)
Filed 2026-10-13
Aspiriant, LLC
DECREASED
Shares10,108 from 14,793
Change-4,685 (-32%)
Value$1.1M (-$625.0K)
Filed 2026-10-16
Mitchell Sinkler & Starr
DECREASED
Shares10,107 from 10,147
Change-40 (0%)
Value$1.1M (-$98.9K)
Filed 2026-10-13
Pflug Koory, LLC
DECREASED
Shares10,090 from 10,126
Change-36 (0%)
Value$1.0M (-$98.3K)
Filed 2026-10-26
Fermata Advisors, LLC
INCREASED
Shares10,068 from 9,546
Change+522 (+5%)
Value$1.0M (-$34.8K)
Filed 2026-10-13
KPP Advisory Services LLC
DECREASED
Shares10,067 from 13,196
Change-3,129 (-24%)
Value$1.0M (-$448.4K)
Filed 2026-10-26
Comgest Global Investors S.A.S.
DECREASED
Shares10,067 from 12,663
Change-2,596 (-20%)
Value$1.0M (-$388.0K)
Filed 2026-11-09
BXM Wealth LLC
DECREASED
Shares10,046 from 10,246
Change-200 (-2%)
Value$1.0M (-$116.5K)
Filed 2026-11-03
TFC Financial Management, Inc.
UNCHANGED
Shares10,038 from 10,038
Change0 (0%)
Value$1.0M (-$93.7K)
Filed 2026-10-26
Patrick M Sweeney & Associates, Inc
INCREASED
Shares10,037 from 10,002
Change+35 (+0%)
Value$1.0M (-$89.7K)
Filed 2026-10-22
Connective Portfolio Management, LLC
NEW
Shares10,025
Change+10,025
Value$1.0M
Filed 2026-10-22
Violich Capital Management, Inc.
DECREASED
Shares10,025 from 12,225
Change-2,200 (-18%)
Value$1.0M (-$342.8K)
Filed 2026-10-05
Westside Investment Management, Inc.
DECREASED
Shares10,020 from 10,023
Change-3 (0%)
Value$1.0M (-$93.1K)
Filed 2026-11-02
Emprise Bank
DECREASED
Shares10,013 from 10,324
Change-311 (-3%)
Value$1.0M (-$128.7K)
Filed 2026-10-07
Alta Capital Management LLC/
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$1.0M (-$93.4K)
Filed 2026-10-26
World Equity Group, Inc.
DECREASED
Shares9,979 from 21,035
Change-11,056 (-53%)
Value$1.0M (-$1.3M)
Filed 2026-10-14
Mengis Capital Management, Inc.
INCREASED
Shares9,975 from 9,972
Change+3 (+0%)
Value$1.0M (-$92.9K)
Filed 2026-10-13
Luts & Greenleigh Group, Inc.
DECREASED
Shares9,972 from 10,016
Change-44 (0%)
Value$1.0M (-$98.2K)
Filed 2026-11-05
USAdvisors Wealth Management, LLC
DECREASED
Shares9,964 from 10,455
Change-491 (-5%)
Value$1.0K (-$1.2M)
Filed 2026-10-21
Alhambra Investment Management LLC
DECREASED
Shares9,963 from 10,303
Change-340 (-3%)
Value$1.0M (-$131.6K)
Filed 2026-10-15
Total Wealth Planning & Management, Inc.
INCREASED
Shares9,934 from 9,511
Change+423 (+4%)
Value$1.0M (-$44.8K)
Filed 2026-10-23
Primoris Wealth Advisors, LLC
UNCHANGED
Shares9,884 from 9,884
Change0 (0%)
Value$1.0M (-$92.3K)
Filed 2026-10-28
Emergent Wealth Advisors, LLC
INCREASED
Shares9,828 from 7,162
Change+2,666 (+37%)
Value$1.0M (+$97.9K)
Filed 2026-10-09
First Bank & Trust
DECREASED
Shares9,824 from 10,399
Change-575 (-6%)
Value$1.0M (-$156.9K)
Filed 2026-10-19
Burns J W & Co Inc
INCREASED
Shares9,814 from 5,802
Change+4,012 (+69%)
Value$1.0M (+$362.7K)
Filed 2026-10-20
Capital Advisors Wealth Management, LLC
INCREASED
Shares9,806 from 9,416
Change+390 (+4%)
Value$1.0M (-$47.3K)
Filed 2026-10-09
Paladin Wealth, LLC
INCREASED
Shares9,800 from 9,228
Change+572 (+6%)
Value$1.0M (-$26.7K)
Filed 2026-10-23
StoneRidge PMG Advisors, LLC
NEW
Shares9,786
Change+9,786
Value$1.0K
Filed 2026-11-04
TSG Advice Partners, LLC
NEW
Shares9,784
Change+9,784
Value$1.1M
Filed 2026-10-29
V-Square Quantitative Management LLC
INCREASED
Shares9,784 from 8,920
Change+864 (+10%)
Value$1.0M (+$6.5K)
Filed 2026-10-15
Private Client Services, LLC
DECREASED
Shares9,756 from 10,088
Change-332 (-3%)
Value$1.0M (-$128.6K)
Filed 2026-10-02
Worth Asset Management, LLC
INCREASED
Shares9,746 from 6,086
Change+3,660 (+60%)
Value$1.0M (+$323.5K)
Filed 2026-10-07
J. L. Bainbridge & Co., Inc.
DECREASED
Shares9,736 from 9,885
Change-149 (-2%)
Value$1.0M (-$107.8K)
Filed 2026-10-20
Burkett Financial Services, LLC
INCREASED
Shares9,732 from 9,712
Change+20 (+0%)
Value$1.0M (-$88.6K)
Filed 2026-10-01
Stonebridge Financial Planning Group, LLC
INCREASED
Shares9,727 from 9,604
Change+123 (+1%)
Value$1.0M (-$76.8K)
Filed 2026-11-06
Tower Trust & Investment Co
INCREASED
Shares9,724 from 342
Change+9,382 (+2743%)
Value$1.0M (+$971.7K)
Filed 2026-10-28
Hardworking Capital Advisors, LLC
INCREASED
Shares9,685 from 9,629
Change+56 (+1%)
Value$1.0M (-$84.2K)
Filed 2026-10-20
Peoples Financial Services Corp.
DECREASED
Shares9,612 from 9,791
Change-179 (-2%)
Value$998.9K (-$110.0K)
Filed 2026-10-20
Raleigh Capital Management Inc.
INCREASED
Shares9,612 from 9,588
Change+24 (+0%)
Value$998.8K (-$87.1K)
Filed 2026-10-28
Coerente Capital Management
UNCHANGED
Shares9,600 from 9,600
Change0 (0%)
Value$997.6K (-$89.7K)
Filed 2026-10-29
Keyes, Stange & Wooten Wealth Management, LLC
DECREASED
Shares9,599 from 9,886
Change-287 (-3%)
Value$997.5K (-$122.2K)
Filed 2026-11-03
Guardian Capital, LLC
DECREASED
Shares9,573 from 10,802
Change-1,229 (-11%)
Value$994.9K (-$228.5K)
Filed 2026-11-06
Wealth Dimensions Group, Ltd.
DECREASED
Shares9,569 from 9,743
Change-174 (-2%)
Value$994.4K (-$109.1K)
Filed 2026-11-02
Beverly Hills Private Wealth, LLC
DECREASED
Shares9,559 from 9,947
Change-388 (-4%)
Value$993.4K (-$133.2K)
Filed 2026-11-04
Sierra Summit Advisors LLC
DECREASED
Shares9,550 from 9,580
Change-30 (0%)
Value$992.4K (-$92.6K)
Filed 2026-10-28
Avondale Wealth Management
UNCHANGED
Shares9,550 from 9,550
Change0 (0%)
Value$992.4K (-$89.2K)
Filed 2026-10-15
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares9,544 from 4,007
Change+5,537 (+138%)
Value$991.9K (+$538.0K)
Filed 2026-10-16
Stableford Capital II LLC
INCREASED
Shares9,517 from 8,662
Change+855 (+10%)
Value$989.0K (+$7.9K)
Filed 2026-10-09
Peterson Wealth Advisors, LLC
DECREASED
Shares9,513 from 9,703
Change-190 (-2%)
Value$988.6K (-$110.3K)
Filed 2026-10-08
Cordgrass Capital Advisors, LLC
UNCHANGED
Shares9,511 from 9,511
Change0 (0%)
Value$988.4K (-$88.8K)
Filed 2026-10-30
JAG Capital Management, LLC
DECREASED
Shares9,484 from 90,791
Change-81,307 (-90%)
Value$985.6K (-$9.3M)
Filed 2026-11-06
Franklin, Parlapiano, Turner & Welch, LLC
UNCHANGED
Shares9,483 from 9,483
Change0 (0%)
Value$985.5K (-$88.6K)
Filed 2026-10-30
Sage Mountain Advisors LLC
DECREASED
Shares9,466 from 11,539
Change-2,073 (-18%)
Value$983.7K (-$323.3K)
Filed 2026-11-02
Clearstead Trust, LLC
DECREASED
Shares9,450 from 9,505
Change-55 (-1%)
Value$982.1K (-$94.5K)
Filed 2026-11-06
United Financial Planning Group LLC
INCREASED
Shares9,448 from 9,398
Change+50 (+1%)
Value$981.9K (-$82.6K)
Filed 2026-11-04
Washington Trust Bank
DECREASED
Shares9,437 from 10,149
Change-712 (-7%)
Value$980.7K (-$168.8K)
Filed 2026-11-03
Armstrong Advisory Group, Inc
DECREASED
Shares9,437 from 9,784
Change-347 (-4%)
Value$980.6K (-$127.5K)
Filed 2026-10-09
Well Done, LLC
INCREASED
Shares9,430 from 9,077
Change+353 (+4%)
Value$980.0K (-$48.1K)
Filed 2026-10-20
Jacobsen Capital Management
DECREASED
Shares9,429 from 9,514
Change-85 (-1%)
Value$979.9K (-$97.7K)
Filed 2026-10-27
Potentia Wealth
INCREASED
Shares9,423 from 9,416
Change+7 (+0%)
Value$979.3K (-$87.2K)
Filed 2026-11-09
Reap Financial Group, LLC
INCREASED
Shares9,394 from 8,883
Change+511 (+6%)
Value$976.2K (-$29.8K)
Filed 2026-11-02
James Hambro & Partners LLP
UNCHANGED
Shares9,372 from 9,372
Change0 (0%)
Value$974.0K (-$87.0K)
Filed 2026-10-19
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares9,338 from 10,069
Change-731 (-7%)
Value$970.4K (-$170.0K)
Filed 2026-11-04
MMA Asset Management LLC
DECREASED
Shares9,336 from 10,326
Change-990 (-10%)
Value$970.2K (-$199.3K)
Filed 2026-11-02
Capstone Wealth Management Group, Inc.
INCREASED
Shares9,326 from 8,166
Change+1,160 (+14%)
Value$969.2K (+$44.3K)
Filed 2026-10-19
Mirador Capital Partners LP
DECREASED
Shares9,322 from 9,504
Change-182 (-2%)
Value$968.7K (-$107.7K)
Filed 2026-10-09
True Private Wealth Advisors
INCREASED
Shares9,315 from 5,592
Change+3,723 (+67%)
Value$968.0K (+$334.7K)
Filed 2026-10-19
Onyx Bridge Wealth Group LLC
DECREASED
Shares9,312 from 9,589
Change-277 (-3%)
Value$967.8K (-$118.3K)
Filed 2026-10-16
15 Wealth Advisors LLC
NEW
Shares9,310
Change+9,310
Value$967.5K
Filed 2026-10-14
MBE Wealth Management, LLC
INCREASED
Shares9,306 from 9,217
Change+89 (+1%)
Value$967.1K (-$76.9K)
Filed 2026-10-26
Cardiff Park Advisors, LLC
INCREASED
Shares9,302 from 8,592
Change+710 (+8%)
Value$966.7K (-$6.5K)
Filed 2026-11-09
South Shore Capital Advisors
DECREASED
Shares9,300 from 9,413
Change-113 (-1%)
Value$966.4K (-$99.7K)
Filed 2026-10-20
55 North Private Wealth, LLC
INCREASED
Shares9,291 from 8,690
Change+601 (+7%)
Value$965.5K (-$18.7K)
Filed 2026-10-20
Third View Private Wealth, LLC
DECREASED
Shares9,271 from 9,461
Change-190 (-2%)
Value$963.4K (-$108.1K)
Filed 2026-10-30
Vivid Wealth Management, LLC
INCREASED
Shares9,271 from 9,165
Change+106 (+1%)
Value$963.4K (-$74.6K)
Filed 2026-10-27
InvesTrust
DECREASED
Shares9,267 from 9,467
Change-200 (-2%)
Value$963.0K (-$109.2K)
Filed 2026-10-14
Weaver Consulting Group
DECREASED
Shares9,264 from 9,322
Change-58 (-1%)
Value$962.7K (-$93.1K)
Filed 2026-10-07
Prevail Innovative Wealth Advisors, LLC
DECREASED
Shares9,256 from 34,410
Change-25,154 (-73%)
Value$1.0M (-$2.9M)
Filed 2026-10-20
McKinley Carter Wealth Services, Inc.
DECREASED
Shares9,231 from 9,575
Change-344 (-4%)
Value$959.2K (-$125.2K)
Filed 2026-10-16
Smith Shellnut Wilson LLC
DECREASED
Shares9,210 from 9,510
Change-300 (-3%)
Value$957.1K (-$120.0K)
Filed 2026-10-21
Kennondale Capital Management LLC
UNCHANGED
Shares9,188 from 9,188
Change0 (0%)
Value$954.8K (-$85.8K)
Filed 2026-11-09
Corps Capital Advisors, LLC
UNCHANGED
Shares9,184 from 9,184
Change0 (0%)
Value$954.4K (-$85.8K)
Filed 2026-11-05
AMG Asset Management Group, Inc.
INCREASED
Shares9,178 from 6,343
Change+2,835 (+45%)
Value$953.8K (+$235.4K)
Filed 2026-10-21
QP Wealth Management, LLC
INCREASED
Shares9,173 from 9,011
Change+162 (+2%)
Value$953.3K (-$67.3K)
Filed 2026-10-20
Altura Wealth Advisors Inc.
INCREASED
Shares9,154 from 8,017
Change+1,137 (+14%)
Value$951.3K (+$43.3K)
Filed 2026-10-22
Heartwood Wealth Advisors LLC
INCREASED
Shares9,153 from 8,959
Change+194 (+2%)
Value$951.2K (-$63.5K)
Filed 2026-10-05
Legacy Financial Independent Advisors LLC
DECREASED
Shares9,148 from 15,390
Change-6,242 (-41%)
Value$950.7K (-$792.4K)
Filed 2026-11-02
Galvin, Gaustad & Stein, LLC
UNCHANGED
Shares9,132 from 9,132
Change0 (0%)
Value$949.1K (-$85.2K)
Filed 2026-10-08
Investment Research Partners LLC
DECREASED
Shares9,129 from 11,411
Change-2,282 (-20%)
Value$948.6K (-$343.7K)
Filed 2026-10-19
Pecaut & Co.
DECREASED
Shares9,124 from 12,123
Change-2,999 (-25%)
Value$948.2K (-$424.8K)
Filed 2026-10-27
Arnhold LLC
DECREASED
Shares9,115 from 9,395
Change-280 (-3%)
Value$947.2K (-$116.8K)
Filed 2026-10-26
CPC Advisors, LLC
INCREASED
Shares9,106 from 2,854
Change+6,252 (+219%)
Value$946.3K (+$623.0K)
Filed 2026-10-21
Ironwood Financial, llc
DECREASED
Shares9,089 from 9,124
Change-35 (0%)
Value$944.5K (-$102.8K)
Filed 2026-10-20
Builder Investment Group Inc
DECREASED
Shares9,066 from 9,067
Change-1 (0%)
Value$942.2K (-$84.7K)
Filed 2026-10-22
Boyd Watterson Asset Management LLC
DECREASED
Shares9,051 from 9,251
Change-200 (-2%)
Value$940.6K (-$107.2K)
Filed 2026-11-06
Kuhn & Co Investment Counsel
INCREASED
Shares9,045 from 8,864
Change+181 (+2%)
Value$940.0K (-$64.0K)
Filed 2026-10-29
Bright Futures Wealth Management, Llc.
INCREASED
Shares9,042 from 8,759
Change+283 (+3%)
Value$939.7K (-$52.4K)
Filed 2026-10-23
TFR Capital, Llc.
DECREASED
Shares9,034 from 9,344
Change-310 (-3%)
Value$938.8K (-$119.5K)
Filed 2026-11-09
Pegasus Asset Management, Inc.
UNCHANGED
Shares9,028 from 9,028
Change0 (0%)
Value$938.2K (-$84.3K)
Filed 2026-11-03
Hobart Private Capital, LLC
DECREASED
Shares9,025 from 9,470
Change-445 (-5%)
Value$937.9K (-$134.7K)
Filed 2026-10-19
Elevated Financial Group LLC
DECREASED
Shares9,024 from 10,563
Change-1,539 (-15%)
Value$937.7K (-$258.6K)
Filed 2026-10-16
Shepherd Street Advisors LLC
DECREASED
Shares9,022 from 9,062
Change-40 (0%)
Value$1.0M (-$15.1K)
Filed 2026-10-21
Sendero Wealth Management, LLC
INCREASED
Shares9,000 from 8,558
Change+442 (+5%)
Value$935.3K (-$34.0K)
Filed 2026-10-14
Dominguez Wealth Management Solutions, Inc.
DECREASED
Shares8,997 from 9,043
Change-46 (-1%)
Value$935.0K (-$89.2K)
Filed 2026-10-07
Curtis Advisory Group, LLC
UNCHANGED
Shares8,975 from 8,975
Change0 (0%)
Value$932.7K (-$83.8K)
Filed 2026-10-28
Financial Management Professionals, Inc.
INCREASED
Shares8,964 from 8,210
Change+754 (+9%)
Value$931.5K (+$1.7K)
Filed 2026-10-23
Cambridge Financial Group, LLC
UNCHANGED
Shares8,961 from 8,961
Change0 (0%)
Value$1.0M ($0)
Filed 2026-10-06
University of Texas S AM Investment Management Co
DECREASED
Shares8,960 from 42,464
Change-33,504 (-79%)
Value$931.1K (-$3.9M)
Filed 2026-11-03
Private Advisory Group LLC
DECREASED
Shares8,947 from 9,858
Change-911 (-9%)
Value$929.8K (-$186.7K)
Filed 2026-11-06
First Bancorp, Inc
DECREASED
Shares8,930 from 8,948
Change-18 (0%)
Value$928.0K (-$85.4K)
Filed 2026-10-26
Richard P Slaughter Associates Inc
INCREASED
Shares8,926 from 8,898
Change+28 (+0%)
Value$927.6K (-$80.2K)
Filed 2026-10-13
Southern Capital Advisors, LLC
DECREASED
Shares8,921 from 8,968
Change-47 (-1%)
Value$927.1K (-$88.6K)
Filed 2026-10-26
Larry Mathis Financial Planning, LLC
UNCHANGED
Shares8,914 from 8,914
Change0 (0%)
Value$926.4K (-$83.3K)
Filed 2026-10-26
Plan A Wealth LLC
INCREASED
Shares8,898 from 2,426
Change+6,472 (+267%)
Value$924.7K (+$649.9K)
Filed 2026-10-08
Partners Wealth Management, LLC
INCREASED
Shares8,888 from 5,545
Change+3,343 (+60%)
Value$923.6K (+$295.6K)
Filed 2026-10-28
Virtue Capital Management, LLC
INCREASED
Shares8,881 from 8,782
Change+99 (+1%)
Value$922.9K (-$71.6K)
Filed 2026-10-29
Almanack Investment Partners, Llc.
INCREASED
Shares8,880 from 8,153
Change+727 (+9%)
Value$922.8K (-$613)
Filed 2026-11-03
Five Oceans Advisors
DECREASED
Shares8,878 from 9,894
Change-1,016 (-10%)
Value$922.6K (-$198.0K)
Filed 2026-10-22
Hubbell Strickland Wealth Management, LLC
INCREASED
Shares8,875 from 8,867
Change+8 (+0%)
Value$922.3K (-$82.0K)
Filed 2026-10-29
Keudell ison Wealth Management
DECREASED
Shares8,854 from 10,175
Change-1,321 (-13%)
Value$920.1K (-$232.3K)
Filed 2026-10-16
Sara-Bay Financial
INCREASED
Shares8,844 from 8,834
Change+10 (+0%)
Value$919.0K (-$81.5K)
Filed 2026-10-21
Seven Hills Financial, LLC
NEW
Shares8,841
Change+8,841
Value$918.7K
Filed 2026-10-13
Middleton & Co Inc
DECREASED
Shares8,776 from 9,396
Change-620 (-7%)
Value$912.0K (-$152.2K)
Filed 2026-10-23
Vicus Capital
INCREASED
Shares8,756 from 8,702
Change+54 (+1%)
Value$909.9K (-$75.8K)
Filed 2026-11-05
Traveka Wealth, LLC
INCREASED
Shares8,751 from 8,081
Change+670 (+8%)
Value$909.4K (-$5.8K)
Filed 2026-10-19
Essential Planning, Llc.
UNCHANGED
Shares8,738 from 8,738
Change0 (0%)
Value$908.1K (-$81.6K)
Filed 2026-10-21
Advisory Resource Group
INCREASED
Shares8,735 from 8,513
Change+222 (+3%)
Value$907.8K (-$56.4K)
Filed 2026-10-26
Legacy Advisors, LLC
INCREASED
Shares8,712 from 8,646
Change+66 (+1%)
Value$905.3K (-$73.9K)
Filed 2026-10-19
Curated Wealth Partners LLC
INCREASED
Shares8,694 from 4,315
Change+4,379 (+101%)
Value$903.5K (+$414.8K)
Filed 2026-10-15
Veracity Capital LLC
INCREASED
Shares8,686 from 8,085
Change+601 (+7%)
Value$902.6K (-$13.0K)
Filed 2026-10-08
Asahi Life Asset Management Co., Ltd.
DECREASED
Shares8,663 from 12,045
Change-3,382 (-28%)
Value$900.3K (-$464.0K)
Filed 2026-11-06
Willner & Heller, LLC
DECREASED
Shares8,657 from 8,785
Change-128 (-1%)
Value$899.6K (-$95.4K)
Filed 2026-10-28
S&A Financial Services, Inc.
DECREASED
Shares8,631 from 9,317
Change-686 (-7%)
Value$896.9K (-$158.3K)
Filed 2026-11-03
Fulton Breakefield Broenniman LLC
INCREASED
Shares8,626 from 8,245
Change+381 (+5%)
Value$896.4K (-$37.4K)
Filed 2026-11-03
BLB&B Advisors, LLC
INCREASED
Shares8,599 from 7,900
Change+699 (+9%)
Value$893.6K (-$1.1K)
Filed 2026-10-27
Clark Asset Management, LLC
DECREASED
Shares8,595 from 9,021
Change-426 (-5%)
Value$893.2K (-$128.5K)
Filed 2026-10-19
LiftPoint Family Wealth Advisors LLC
DECREASED
Shares8,590 from 8,725
Change-135 (-2%)
Value$892.7K (-$95.5K)
Filed 2026-11-03
Sepio Capital, LP
DECREASED
Shares8,571 from 12,725
Change-4,154 (-33%)
Value$890.7K (-$550.5K)
Filed 2026-10-22
Kingsbury Capital Investment Advisors LLC
DECREASED
Shares8,565 from 10,736
Change-2,171 (-20%)
Value$890.1K (-$325.9K)
Filed 2026-10-20
Retirement Investment Advisors, Inc.
DECREASED
Shares8,561 from 8,621
Change-60 (-1%)
Value$889.7K (-$99.9K)
Filed 2026-10-22
Compass Ion Advisors, LLC
DECREASED
Shares8,559 from 8,951
Change-392 (-4%)
Value$889.5K (-$124.3K)
Filed 2026-10-23
CapWealth Advisors, LLC
INCREASED
Shares8,549 from 7,824
Change+725 (+9%)
Value$888.4K (+$2.3K)
Filed 2026-10-05
Accel Wealth Management
INCREASED
Shares8,544 from 8,410
Change+134 (+2%)
Value$887.9K (-$64.6K)
Filed 2026-10-13
McLean Asset Management Corp
DECREASED
Shares8,531 from 8,663
Change-132 (-2%)
Value$1.1M (+$126.3K)
Filed 2026-11-06
Thoma Capital Management LLC
INCREASED
Shares8,517 from 8,337
Change+180 (+2%)
Value$885.1K (-$59.2K)
Filed 2026-10-19
Trinity Financial Advisors LLC
UNCHANGED
Shares8,498 from 8,498
Change0 (0%)
Value$883.1K (-$79.4K)
Filed 2026-10-09
Valley National Advisers Inc
DECREASED
Shares8,491 from 9,250
Change-759 (-8%)
Value$882.4K (-$165.3K)
Filed 2026-10-23
Precedent Wealth Partners, LLC
INCREASED
Shares8,467 from 7,877
Change+590 (+7%)
Value$879.9K (-$12.2K)
Filed 2026-10-21
Elwood & Goetz Wealth Advisory Group, LLC
DECREASED
Shares8,430 from 8,582
Change-152 (-2%)
Value$876.0K (-$96.0K)
Filed 2026-10-28
Geneva Capital Management LLC
DECREASED
Shares8,428 from 17,032
Change-8,604 (-51%)
Value$875.8K (-$1.1M)
Filed 2026-11-09
Unify Financial Advisors
INCREASED
Shares8,402 from 5,310
Change+3,092 (+58%)
Value$873.1K (+$271.7K)
Filed 2026-11-03
Cherokee Insurance Co
UNCHANGED
Shares8,400 from 8,400
Change0 (0%)
Value$872.9K (-$78.5K)
Filed 2026-11-05
Commonwealth Retirement Investments LLC
INCREASED
Shares8,395 from 8,320
Change+75 (+1%)
Value$872.4K (-$69.9K)
Filed 2026-10-26
Boston Trust Walden Corp
DECREASED
Shares8,388 from 8,475
Change-87 (-1%)
Value$871.7K (-$88.2K)
Filed 2026-10-30
Sage Private Wealth Group, LLC
INCREASED
Shares8,385 from 7,462
Change+923 (+12%)
Value$871.4K (+$26.3K)
Filed 2026-10-21
Rothwell Investment Advisors, LLC
NEW
Shares8,372
Change+8,372
Value$870.0K
Filed 2026-11-06
Renasant Bank
INCREASED
Shares8,367 from 8,133
Change+234 (+3%)
Value$869.5K (-$51.6K)
Filed 2026-11-05
Richardson Financial Services Inc.
INCREASED
Shares8,367 from 8,167
Change+200 (+2%)
Value$869.5K (-$55.5K)
Filed 2026-10-30
Ramsay, Stattman, Vela & Price, Inc.
INCREASED
Shares8,341 from 8,211
Change+130 (+2%)
Value$866.8K (-$63.2K)
Filed 2026-10-19
FAI Advisors, Inc.
INCREASED
Shares8,330 from 8,280
Change+50 (+1%)
Value$865.7K (-$72.1K)
Filed 2026-10-27
Eagle Rock Investment Company, LLC
DECREASED
Shares8,268 from 8,334
Change-66 (-1%)
Value$859.2K (-$84.7K)
Filed 2026-10-21
Sterling Investment Advisors LLC
DECREASED
Shares8,245 from 8,549
Change-304 (-4%)
Value$856.9K (-$111.5K)
Filed 2026-10-27
Arkansas Financial Group, Inc.
DECREASED
Shares8,219 from 8,244
Change-25 (0%)
Value$854.1K (-$79.6K)
Filed 2026-10-26
AMI Investment Management Inc
INCREASED
Shares8,215 from 7,977
Change+238 (+3%)
Value$853.7K (-$49.8K)
Filed 2026-10-27
Lynx Investment Advisory
DECREASED
Shares8,211 from 8,359
Change-148 (-2%)
Value$853.2K (-$93.5K)
Filed 2026-10-27
Commerce Advisors, LLC
INCREASED
Shares8,207 from 8,202
Change+5 (+0%)
Value$852.9K (-$76.1K)
Filed 2026-10-19
Strategic Advisors LLC
DECREASED
Shares8,195 from 12,135
Change-3,940 (-32%)
Value$851.6K (-$522.7K)
Filed 2026-10-13
Warburton Capital Management, LLC
INCREASED
Shares8,185 from 5,653
Change+2,532 (+45%)
Value$1.0M (+$382.0K)
Filed 2026-11-06
Newman Dignan & Sheerar, Inc.
DECREASED
Shares8,172 from 8,572
Change-400 (-5%)
Value$849.3K (-$121.6K)
Filed 2026-10-21
Burton Enright Welch
INCREASED
Shares8,161 from 3,889
Change+4,272 (+110%)
Value$848.1K (+$407.6K)
Filed 2026-11-04
Phillips Financial Management, LLC
INCREASED
Shares8,159 from 8,137
Change+22 (+0%)
Value$847.9K (-$73.7K)
Filed 2026-10-19
Abound Wealth Management
INCREASED
Shares8,151 from 1,963
Change+6,188 (+315%)
Value$847.1K (+$624.7K)
Filed 2026-10-26
Koa Wealth Management, LLC
DECREASED
Shares8,142 from 8,343
Change-201 (-2%)
Value$846.1K (-$98.8K)
Filed 2026-10-14
Deseret Mutual Benefit Administrators
DECREASED
Shares8,135 from 8,247
Change-112 (-1%)
Value$845.4K (-$88.7K)
Filed 2026-11-04
Cape Investment Advisory, Inc.
INCREASED
Shares8,122 from 4,905
Change+3,217 (+66%)
Value$844.0K (+$288.5K)
Filed 2026-10-13
One Day In July LLC
DECREASED
Shares8,111 from 8,483
Change-372 (-4%)
Value$842.9K (-$117.9K)
Filed 2026-10-30
Gunderson Capital Management LLC
NEW
Shares8,109
Change+8,109
Value$842.7K
Filed 2026-10-15
Doliver Advisors, LP
DECREASED
Shares8,098 from 8,232
Change-134 (-2%)
Value$841.5K (-$90.8K)
Filed 2026-10-01
Mechanics Financial Corp
INCREASED
Shares8,098 from 8,041
Change+57 (+1%)
Value$841.5K (-$69.2K)
Filed 2026-11-05
Summit Global Investments
INCREASED
Shares8,091 from 7,461
Change+630 (+8%)
Value$841 (-$844.2K)
Filed 2026-10-28
Sentinel Trust Co LBA
INCREASED
Shares8,085 from 5,792
Change+2,293 (+40%)
Value$840 (+$184)
Filed 2026-11-03
Watchman Group, Inc.
INCREASED
Shares8,062 from 7,883
Change+179 (+2%)
Value$837.8K (-$55.0K)
Filed 2026-10-16
New England Capital Financial Advisors LLC
INCREASED
Shares8,052 from 8,038
Change+14 (+0%)
Value$836.7K (-$73.7K)
Filed 2026-11-03
Connecticut Capital Management Group, LLC
INCREASED
Shares8,051 from 7,992
Change+59 (+1%)
Value$836.7K (-$68.5K)
Filed 2026-10-29
Oakmont Investment Advisors, Inc.
INCREASED
Shares8,047 from 7,850
Change+197 (+3%)
Value$836.0K (-$52.8K)
Filed 2026-10-21
Davidson Trust Co
DECREASED
Shares8,042 from 8,162
Change-120 (-1%)
Value$835.7K (-$88.7K)
Filed 2026-10-09
Meramec Financial Planners, LLC
INCREASED
Shares8,035 from 5,189
Change+2,846 (+55%)
Value$1.0M (+$428.6K)
Filed 2026-11-09
Outlook Wealth Advisors, LLC
UNCHANGED
Shares8,023 from 8,023
Change0 (0%)
Value$833.8K (-$74.9K)
Filed 2026-10-28
Clay Northam Wealth Management, LLC
DECREASED
Shares8,019 from 8,214
Change-195 (-2%)
Value$833.3K (-$97.0K)
Filed 2026-10-13
Flynn Zito Capital Management, LLC
INCREASED
Shares8,018 from 7,967
Change+51 (+1%)
Value$833.2K (-$69.1K)
Filed 2026-11-04
Caldwell Sutter Capital, Inc.
DECREASED
Shares8,002 from 8,056
Change-54 (-1%)
Value$831.6K (-$80.9K)
Filed 2026-11-09
Inspirion Wealth Advisors, LLC
INCREASED
Shares7,978 from 7,680
Change+298 (+4%)
Value$829.0K (-$6.7K)
Filed 2026-10-09
TAGStone Capital, Inc.
INCREASED
Shares7,976 from 7,975
Change+1 (+0%)
Value$828.9K (-$74.4K)
Filed 2026-11-09
RIA Advisory Group LLC
DECREASED
Shares7,974 from 10,365
Change-2,391 (-23%)
Value$828.7K (-$345.2K)
Filed 2026-10-15
Silver Grove Financial Group, Inc.
INCREASED
Shares7,974 from 7,672
Change+302 (+4%)
Value$828.7K (-$40.3K)
Filed 2026-11-05
Diversified Management Inc
DECREASED
Shares7,944 from 8,444
Change-500 (-6%)
Value$825.6K (-$130.7K)
Filed 2026-10-08
OAK Family Advisors, LLC
UNCHANGED
Shares7,933 from 7,933
Change0 (0%)
Value$824.4K (-$74.1K)
Filed 2026-10-19
Van Cleef Asset Management,Inc
UNCHANGED
Shares7,922 from 7,922
Change0 (0%)
Value$823.3K (-$74.0K)
Filed 2026-10-20
Spinnaker Investment Group, LLC
DECREASED
Shares7,903 from 8,568
Change-665 (-8%)
Value$821.3K (-$149.1K)
Filed 2026-10-13
Integral Investment Advisors, Inc.
DECREASED
Shares7,896 from 8,233
Change-337 (-4%)
Value$820.6K (-$111.9K)
Filed 2026-11-03
Sweeney & Michel, LLC
DECREASED
Shares7,870 from 8,141
Change-271 (-3%)
Value$817.8K (-$92.8K)
Filed 2026-10-16
Ironsides Asset Advisors, LLC
INCREASED
Shares7,863 from 7,185
Change+678 (+9%)
Value$817.1K (+$3.4K)
Filed 2026-10-20
Advisory Advocates, LLC
DECREASED
Shares7,861 from 8,281
Change-420 (-5%)
Value$816.9K (-$121.0K)
Filed 2026-11-05
Financial Solutions Advisory Group, Inc.
INCREASED
Shares7,857 from 7,841
Change+16 (+0%)
Value$933.5K (+$53.7K)
Filed 2026-10-28
Fusion Capital, LLC
DECREASED
Shares7,854 from 8,114
Change-260 (-3%)
Value$816.2K (-$102.8K)
Filed 2026-10-28
Lodestar Private Asset Management LLC
DECREASED
Shares7,845 from 9,295
Change-1,450 (-16%)
Value$815.2K (-$237.5K)
Filed 2026-10-26
Cdkv Holdings LLC
UNCHANGED
Shares7,812 from 7,812
Change0 (0%)
Value$811.8K (-$72.9K)
Filed 2026-10-28
Rational Advisors, Inc.
DECREASED
Shares7,810 from 27,294
Change-19,484 (-71%)
Value$811.6K (-$2.3M)
Filed 2026-11-02
True North Advisors, LLC
DECREASED
Shares7,801 from 8,291
Change-490 (-6%)
Value$810.6K (-$128.4K)
Filed 2026-10-22
bLong Financial, LLC
UNCHANGED
Shares7,797 from 7,797
Change0 (0%)
Value$810.3K (-$72.8K)
Filed 2026-10-29
Scratch Capital LLC
INCREASED
Shares7,744 from 7,481
Change+263 (+4%)
Value$804.8K (-$42.5K)
Filed 2026-11-02
Barnes Wealth Management Group, Inc
INCREASED
Shares7,721 from 5,994
Change+1,727 (+29%)
Value$802.4K (+$123.5K)
Filed 2026-11-09
1834 Investment Advisors Co
INCREASED
Shares7,681 from 6,581
Change+1,100 (+17%)
Value$798.2K (+$52.8K)
Filed 2026-10-16
Optivise Advisory Services LLC
INCREASED
Shares7,659 from 7,413
Change+246 (+3%)
Value$795.9K (-$43.6K)
Filed 2026-10-19
Werba Rubin Papier Wealth Management
DECREASED
Shares7,657 from 8,630
Change-973 (-11%)
Value$795.7K (-$181.7K)
Filed 2026-11-06
Advisors Management Group Inc
DECREASED
Shares7,647 from 7,650
Change-3 (0%)
Value$794 (-$865.2K)
Filed 2026-11-05
Friday Financial
INCREASED
Shares7,642 from 7,511
Change+131 (+2%)
Value$796.8K (-$41.0K)
Filed 2026-10-09
BAM Wealth Management, LLC
INCREASED
Shares7,633 from 7,626
Change+7 (+0%)
Value$793.2K (-$70.5K)
Filed 2026-10-15
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares7,622 from 7,622
Change0 (0%)
Value$792.1K (-$71.2K)
Filed 2026-10-29
Ejmk Ventures LLC
INCREASED
Shares7,619 from 6,868
Change+751 (+11%)
Value$791.7K (+$13.8K)
Filed 2026-10-21
Jacksonville Wealth Management, LLC
DECREASED
Shares7,618 from 7,631
Change-13 (0%)
Value$791.6K (-$72.7K)
Filed 2026-10-30
BOS Asset Management, LLC
UNCHANGED
Shares7,614 from 7,614
Change0 (0%)
Value$791.2K (-$71.1K)
Filed 2026-10-09
Norris Perne & French LLP
DECREASED
Shares7,611 from 10,315
Change-2,704 (-26%)
Value$790.9K (-$377.3K)
Filed 2026-10-23
Tandem Investment Partners LLC
UNCHANGED
Shares7,610 from 7,610
Change0 (0%)
Value$790.8K (-$71.1K)
Filed 2026-10-16
Oakwell Private Wealth Management, LLC
INCREASED
Shares7,596 from 6,988
Change+608 (+9%)
Value$789.4K (-$2.1K)
Filed 2026-11-06
Founders Capital Management, LLC
UNCHANGED
Shares7,594 from 7,594
Change0 (0%)
Value$789.2K (-$70.9K)
Filed 2026-10-23
Castleview Partners, LLC
INCREASED
Shares7,593 from 7,449
Change+144 (+2%)
Value$789.1K (-$54.6K)
Filed 2026-10-09
Ellsworth Advisors, LLC
INCREASED
Shares7,589 from 7,282
Change+307 (+4%)
Value$788.7K (-$30.8K)
Filed 2026-10-15
Warwick Investment Management, Inc.
INCREASED
Shares7,570 from 7,276
Change+294 (+4%)
Value$786.7K (-$37.3K)
Filed 2026-10-19
Baker Tilly Wealth Management, LLC
DECREASED
Shares7,567 from 7,852
Change-285 (-4%)
Value$786.4K (-$103.0K)
Filed 2026-10-05
Nadler Financial Group, Inc.
INCREASED
Shares7,557 from 7,110
Change+447 (+6%)
Value$785.3K (-$20.0K)
Filed 2026-10-23
Mirabaud & Cie SA
DECREASED
Shares7,550 from 9,050
Change-1,500 (-17%)
Value$784.6K (-$240.4K)
Filed 2026-10-27
West Paces Advisors Inc.
DECREASED
Shares7,548 from 7,627
Change-79 (-1%)
Value$784.4K (-$79.4K)
Filed 2026-10-13
Montz Harcus Wealth Management LLC
INCREASED
Shares7,547 from 6,926
Change+621 (+9%)
Value$784.2K (-$171)
Filed 2026-10-09
Paragon Private Wealth Management, LLC
DECREASED
Shares7,525 from 11,901
Change-4,376 (-37%)
Value$782.0K (-$565.8K)
Filed 2026-10-20
LJI Wealth Management, LLC
INCREASED
Shares7,512 from 7,387
Change+125 (+2%)
Value$780.7K (-$56.0K)
Filed 2026-10-28
Fortem Financial Group, LLC
DECREASED
Shares7,503 from 7,671
Change-168 (-2%)
Value$779.7K (-$89.2K)
Filed 2026-10-20
Sava Infond d.o.o.
INCREASED
Shares7,500 from 2,250
Change+5,250 (+233%)
Value$779.4K (+$524.6K)
Filed 2026-10-28
Wagner Wealth Management, LLC
DECREASED
Shares7,495 from 7,524
Change-29 (0%)
Value$778.9K (-$73.2K)
Filed 2026-10-21
Kohmann Bosshard Financial Services, LLC
INCREASED
Shares7,469 from 7,104
Change+365 (+5%)
Value$776.1K (-$28.4K)
Filed 2026-11-04
Cannon Financial Strategists, Inc.
DECREASED
Shares7,462 from 7,564
Change-102 (-1%)
Value$775.5K (-$81.2K)
Filed 2026-10-19
Gleason Group, Inc.
DECREASED
Shares7,432 from 7,803
Change-371 (-5%)
Value$772.3K (-$111.5K)
Filed 2026-10-15
Invera Wealth Advisors, LLC
INCREASED
Shares7,415 from 6,829
Change+586 (+9%)
Value$770.6K (-$2.9K)
Filed 2026-10-28
Tucker Asset Management LLC
INCREASED
Shares7,408 from 2,036
Change+5,372 (+264%)
Value$769.9K (+$539.3K)
Filed 2026-10-29
Evolution Wealth Advisors, LLC
INCREASED
Shares7,394 from 5,893
Change+1,501 (+25%)
Value$768.4K (+$100.9K)
Filed 2026-11-03
Bigelow Investment Advisors, LLC
INCREASED
Shares7,383 from 6,585
Change+798 (+12%)
Value$767.2K (+$21.4K)
Filed 2026-10-13
Trilogy Capital Inc.
DECREASED
Shares7,334 from 7,351
Change-17 (0%)
Value$762.2K (-$70.4K)
Filed 2026-10-20
LightSquare Wealth Management, LLC
INCREASED
Shares7,330 from 6,963
Change+367 (+5%)
Value$761.8K (-$26.9K)
Filed 2026-11-03
Investors Research Corp
DECREASED
Shares7,325 from 7,675
Change-350 (-5%)
Value$761.2K (-$108.1K)
Filed 2026-10-07
Terril Brothers, Inc.
UNCHANGED
Shares7,320 from 7,320
Change0 (0%)
Value$760.7K (-$68.4K)
Filed 2026-11-06
Gimbal Financial
DECREASED
Shares7,311 from 7,372
Change-61 (-1%)
Value$759.7K (-$75.3K)
Filed 2026-10-19
Paulson Wealth Management Inc.
INCREASED
Shares7,308 from 6,498
Change+810 (+12%)
Value$759.5K (+$23.5K)
Filed 2026-11-02
Kennedy Investment Group, Inc.
DECREASED
Shares7,303 from 7,376
Change-73 (-1%)
Value$759.0K (-$76.5K)
Filed 2026-10-21
Vann Equity Management LLC
DECREASED
Shares7,293 from 13,408
Change-6,115 (-46%)
Value$757.9K (-$760.6K)
Filed 2026-10-08
Lighthouse Wealth Management Inc.
UNCHANGED
Shares7,292 from 7,292
Change0 (0%)
Value$757.8K (-$68.1K)
Filed 2026-10-13
Compass Wealth Management, LLC
UNCHANGED
Shares7,286 from 7,286
Change0 (0%)
Value$757.2K (-$68.0K)
Filed 2026-10-30
West Bancorporation Inc
DECREASED
Shares7,269 from 7,943
Change-674 (-8%)
Value$755.4K (-$144.2K)
Filed 2026-10-29
Montis Financial, LLC
DECREASED
Shares7,269 from 7,585
Change-316 (-4%)
Value$755.4K (-$103.7K)
Filed 2026-11-04
Petros Family Wealth, LLC
INCREASED
Shares7,253 from 7,058
Change+195 (+3%)
Value$753.7K (-$45.7K)
Filed 2026-10-28
Grandfield & Dodd, LLC
UNCHANGED
Shares7,244 from 7,244
Change0 (0%)
Value$752.8K (-$67.7K)
Filed 2026-10-29
Northside Capital Management, LLC
UNCHANGED
Shares7,239 from 7,239
Change0 (0%)
Value$752.3K (-$67.6K)
Filed 2026-10-13
Cross Staff Investments Inc
UNCHANGED
Shares7,236 from 7,236
Change0 (0%)
Value$751.9K (-$67.6K)
Filed 2026-10-22
Challenger Wealth Management
DECREASED
Shares7,224 from 7,888
Change-664 (-8%)
Value$750.7K (-$142.8K)
Filed 2026-10-30
Everest Financial Group LLC
INCREASED
Shares7,219 from 4,666
Change+2,553 (+55%)
Value$750.2K (+$221.8K)
Filed 2026-11-06
Lodestone Wealth Management LLC
INCREASED
Shares7,217 from 6,386
Change+831 (+13%)
Value$750.0K (+$26.7K)
Filed 2026-10-14
Athena Wealth Management, LLC
INCREASED
Shares7,177 from 7,173
Change+4 (+0%)
Value$745.8K (-$66.6K)
Filed 2026-10-09
Echo45 Advisors LLC
INCREASED
Shares7,167 from 4,403
Change+2,764 (+63%)
Value$744.8K (+$246.1K)
Filed 2026-10-07
Vision Capital Management, Inc.
DECREASED
Shares7,156 from 7,468
Change-312 (-4%)
Value$743.7K (-$102.2K)
Filed 2026-10-20
First City Capital Management, Inc.
DECREASED
Shares7,153 from 7,354
Change-201 (-3%)
Value$743.3K (-$89.6K)
Filed 2026-10-27
Gemmer Asset Management LLC
DECREASED
Shares7,149 from 7,728
Change-579 (-7%)
Value$743.0K (-$132.3K)
Filed 2026-10-16
Hickory Point Bank & Trust
DECREASED
Shares7,129 from 7,319
Change-190 (-3%)
Value$740.8K (-$88.1K)
Filed 2026-10-01
Thompson Davis & Co., Inc.
INCREASED
Shares7,106 from 6,944
Change+162 (+2%)
Value$738.5K (-$44.6K)
Filed 2026-11-05
Flywheel Private Wealth LLC
INCREASED
Shares7,097 from 5,096
Change+2,001 (+39%)
Value$737.5K (+$160.2K)
Filed 2026-11-02
West Wealth Group, LLC
DECREASED
Shares7,083 from 7,100
Change-17 (0%)
Value$736.1K (-$68.2K)
Filed 2026-10-14
Pettinga Financial Advisors LLC
INCREASED
Shares7,071 from 7,061
Change+10 (+0%)
Value$734.8K (-$64.9K)
Filed 2026-10-13
Black Diamond Financial, LLC
INCREASED
Shares7,016 from 5,947
Change+1,069 (+18%)
Value$729.1K (+$55.4K)
Filed 2026-10-26
Adkins Seale Capital Management LLC
DECREASED
Shares7,014 from 8,813
Change-1,799 (-20%)
Value$728.8K (-$269.4K)
Filed 2026-10-27
B&D White Capital Company, LLC
NEW
Shares7,007
Change+7,007
Value$728.2K
Filed 2026-11-02
Apeiron RIA LLC
INCREASED
Shares7,000 from 3,055
Change+3,945 (+129%)
Value$729.8K (+$388.0K)
Filed 2026-10-08
Rasp Wealth Solutions, LLC
INCREASED
Shares6,984 from 6,969
Change+15 (+0%)
Value$725.8K (-$63.4K)
Filed 2026-11-06
Walkner Condon Financial Advisors LLC
INCREASED
Shares6,967 from 6,483
Change+484 (+7%)
Value$724.0K (-$10.2K)
Filed 2026-11-02
Power Wealth Management LLC
INCREASED
Shares6,964 from 6,619
Change+345 (+5%)
Value$723.7K (-$26.0K)
Filed 2026-10-27
Invenio Wealth Partners LLC
DECREASED
Shares6,963 from 7,035
Change-72 (-1%)
Value$723.6K (-$73.2K)
Filed 2026-10-20
Thayer Partners, LLC / MA
INCREASED
Shares6,955 from 6,768
Change+187 (+3%)
Value$722.8K (-$43.7K)
Filed 2026-11-06
Prairie Advisory, LLC
INCREASED
Shares6,942 from 3,165
Change+3,777 (+119%)
Value$721.4K (+$362.9K)
Filed 2026-10-19
Wiregrass Investment Management LLC
DECREASED
Shares6,933 from 7,388
Change-455 (-6%)
Value$720.5K (-$116.3K)
Filed 2026-11-05
Aviso Wealth Management
DECREASED
Shares6,919 from 7,162
Change-243 (-3%)
Value$719.0K (-$92.3K)
Filed 2026-11-04
Axiom Investment Management LLC
INCREASED
Shares6,912 from 6,639
Change+273 (+4%)
Value$718.3K (-$33.6K)
Filed 2026-11-03
Altus Wealth Group LLC
DECREASED
Shares6,900 from 8,641
Change-1,741 (-20%)
Value$717.0K (-$261.7K)
Filed 2026-10-20
Aegis Wealth Management, Inc.
INCREASED
Shares6,891 from 6,726
Change+165 (+2%)
Value$716.1K (-$45.7K)
Filed 2026-10-26
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares6,888 from 6,888
Change0 (0%)
Value$780.1K ($0)
Filed 2026-11-03
Carter Financial Group, Inc.
DECREASED
Shares6,871 from 7,171
Change-300 (-4%)
Value$714.1K (-$98.2K)
Filed 2026-10-21
Fortis Group Advisors, LLC
INCREASED
Shares6,816 from 6,236
Change+580 (+9%)
Value$841.5K (+$135.2K)
Filed 2026-11-06
Northbridge Financial Group, LLC
INCREASED
Shares6,815 from 6,459
Change+356 (+6%)
Value$730.5K (-$1.0K)
Filed 2026-11-05
Keystone Wealth Services, LLC
INCREASED
Shares6,815 from 6,507
Change+308 (+5%)
Value$727.9K (-$9.2K)
Filed 2026-11-03
Affinity Capital Advisors, LLC
INCREASED
Shares6,809 from 6,201
Change+608 (+10%)
Value$758.1K (+$72.0K)
Filed 2026-10-13
Thrive Wealth Management, LLC
DECREASED
Shares6,798 from 6,894
Change-96 (-1%)
Value$706.4K (-$74.4K)
Filed 2026-10-13
Harmony Asset Management LLC
INCREASED
Shares6,785 from 2,528
Change+4,257 (+168%)
Value$705.1K (+$418.8K)
Filed 2026-10-20
Holland Advisory Services, Inc.
DECREASED
Shares6,765 from 6,866
Change-101 (-1%)
Value$703.0K (-$74.7K)
Filed 2026-10-26
Mosley Wealth Management
INCREASED
Shares6,761 from 6,312
Change+449 (+7%)
Value$797.0K (+$82.0K)
Filed 2026-10-16
Markowski Investments
INCREASED
Shares6,745 from 6,597
Change+148 (+2%)
Value$701.0K (-$46.2K)
Filed 2026-10-30
VAN Strum & Towne Inc.
UNCHANGED
Shares6,741 from 6,741
Change0 (0%)
Value$700.5K (-$63.0K)
Filed 2026-11-06
Tufton Capital Management
DECREASED
Shares6,714 from 6,809
Change-95 (-1%)
Value$697 (-$770.3K)
Filed 2026-10-20
Alpha Zero LLC
DECREASED
Shares6,709 from 7,029
Change-320 (-5%)
Value$697.2K (-$110.8K)
Filed 2026-11-06
Braun-Bostich & Associates Inc.
DECREASED
Shares6,688 from 7,284
Change-596 (-8%)
Value$695.0K (-$130.0K)
Filed 2026-10-20
BCS Wealth Management
DECREASED
Shares6,685 from 7,007
Change-322 (-5%)
Value$694.7K (-$98.9K)
Filed 2026-11-03
Manske Wealth Management
DECREASED
Shares6,677 from 6,727
Change-50 (-1%)
Value$693.8K (-$68.0K)
Filed 2026-10-26
Benchmark Financial Wealth Advisors, LLC
DECREASED
Shares6,666 from 6,870
Change-204 (-3%)
Value$692.8K (-$85.3K)
Filed 2026-10-20
Meritas Wealth Management, LLC
INCREASED
Shares6,663 from 6,205
Change+458 (+7%)
Value$692.4K (-$10.4K)
Filed 2026-10-14
Seaside Wealth Management, Inc.
INCREASED
Shares6,647 from 6,310
Change+337 (+5%)
Value$690.8K (-$23.9K)
Filed 2026-11-09
Arcataur Capital Management LLC
UNCHANGED
Shares6,643 from 6,643
Change0 (0%)
Value$690.3K (-$62.0K)
Filed 2026-10-21
Redw Wealth LLC
INCREASED
Shares6,631 from 6,618
Change+13 (+0%)
Value$689.1K (-$60.5K)
Filed 2026-11-02
Cap Partners, LLC
DECREASED
Shares6,618 from 6,651
Change-33 (0%)
Value$687.7K (-$65.5K)
Filed 2026-10-19
Braeburn Wealth Management LLC
INCREASED
Shares6,614 from 6,543
Change+71 (+1%)
Value$687.3K (-$53.8K)
Filed 2026-10-15
Samalin Investment Counsel, LLC
INCREASED
Shares6,607 from 6,602
Change+5 (+0%)
Value$686.6K (-$61.1K)
Filed 2026-10-23
First Affirmative Financial Network
NEW
Shares6,606
Change+6,606
Value$686.5K
Filed 2026-10-21
TPG Advisors LLC
INCREASED
Shares6,600 from 6,598
Change+2 (+0%)
Value$685.8K (-$61.5K)
Filed 2026-10-16
ForthRight Wealth Management, LLC
INCREASED
Shares6,598 from 6,043
Change+555 (+9%)
Value$685.6K (+$1.2K)
Filed 2026-11-06
Marathon Wealth Advisors LLC
INCREASED
Shares6,589 from 6,562
Change+27 (+0%)
Value$684.7K (-$58.5K)
Filed 2026-11-04
Ares Financial Consulting, LLC
INCREASED
Shares6,584 from 6,535
Change+49 (+1%)
Value$684.2K (-$56.1K)
Filed 2026-10-19
CWC Advisors, Llc.
INCREASED
Shares6,583 from 6,554
Change+29 (+0%)
Value$684.1K (-$58.2K)
Filed 2026-10-15
David J Yvars Group
INCREASED
Shares6,581 from 6,576
Change+5 (+0%)
Value$683.9K (-$60.9K)
Filed 2026-10-09
Shoker Investment Counsel, Inc.
INCREASED
Shares6,577 from 6,439
Change+138 (+2%)
Value$683.5K (-$45.9K)
Filed 2026-11-04
XXI Wealth, LLC
INCREASED
Shares6,573 from 6,038
Change+535 (+9%)
Value$683.1K (-$774)
Filed 2026-10-22
Kaydan Wealth Management, Inc.
UNCHANGED
Shares6,569 from 6,569
Change0 (0%)
Value$682.7K (-$61.4K)
Filed 2026-10-08
Stevens Capital Partners
INCREASED
Shares6,529 from 5,104
Change+1,425 (+28%)
Value$678.5K (+$100.4K)
Filed 2026-10-29
Brown Miller Wealth Management, LLC
DECREASED
Shares6,521 from 7,265
Change-744 (-10%)
Value$677.7K (-$145.2K)
Filed 2026-11-02
Boyce & Associates Wealth Consulting, Inc.
INCREASED
Shares6,503 from 6,502
Change+1 (+0%)
Value$675.8K (-$60.7K)
Filed 2026-10-14
Garde Capital, Inc.
INCREASED
Shares6,494 from 6,324
Change+170 (+3%)
Value$674.9K (-$41.4K)
Filed 2026-10-29
Gibson Capital, LLC
INCREASED
Shares6,479 from 6,119
Change+360 (+6%)
Value$673.3K (-$19.7K)
Filed 2026-10-23
Bath Savings Trust Co
DECREASED
Shares6,475 from 6,516
Change-41 (-1%)
Value$672.9K (-$65.1K)
Filed 2026-10-07
Maia Wealth LLC
DECREASED
Shares6,472 from 6,791
Change-319 (-5%)
Value$672.6K (-$96.5K)
Filed 2026-10-19
Centerpoint Advisory Group
INCREASED
Shares6,467 from 6,431
Change+36 (+1%)
Value$672.1K (-$56.3K)
Filed 2026-10-23
Prosperity Financial Group, Inc.
DECREASED
Shares6,458 from 7,215
Change-757 (-10%)
Value$671.2K (-$146.0K)
Filed 2026-10-29
Key Capital Management, Inc
INCREASED
Shares6,452 from 5,011
Change+1,441 (+29%)
Value$718.8K (+$151.2K)
Filed 2026-11-03
Warren Street Wealth Advisors, LLC
DECREASED
Shares6,445 from 6,588
Change-143 (-2%)
Value$669.7K (-$76.4K)
Filed 2026-11-04
BridgePort Financial Solutions, LLC
INCREASED
Shares6,401 from 5,176
Change+1,225 (+24%)
Value$665.2K (+$79.0K)
Filed 2026-11-02
Summit Securities Group LLC
NEW
Shares6,396
Change+6,396
Value$664.7K
Filed 2026-11-05
Asset Advisory Group, Inc.
UNCHANGED
Shares6,367 from 6,367
Change0 (0%)
Value$661.7K (-$59.5K)
Filed 2026-10-20
Murphy & Mullick Capital Management Corp
INCREASED
Shares6,361 from 6,126
Change+235 (+4%)
Value$661.1K (-$32.8K)
Filed 2026-11-02
Simplify Asset Management Inc.
DECREASED
Shares6,356 from 16,890
Change-10,534 (-62%)
Value$660.5K (-$1.3M)
Filed 2026-10-27
Avail Investment Partners, LLC
DECREASED
Shares6,339 from 8,579
Change-2,240 (-26%)
Value$658.7K (-$312.9K)
Filed 2026-10-16
National Wealth Management Group, LLC
DECREASED
Shares6,324 from 8,428
Change-2,104 (-25%)
Value$657.1K (-$297.4K)
Filed 2026-10-26
Natural Investments, LLC
INCREASED
Shares6,323 from 4,729
Change+1,594 (+34%)
Value$657.1K (+$122.1K)
Filed 2026-11-06
Capital Management Associates, Inc
INCREASED
Shares6,312 from 6,210
Change+102 (+2%)
Value$656.0K (-$47.4K)
Filed 2026-10-20
Evanson Financial, LLC
INCREASED
Shares6,304 from 5,064
Change+1,240 (+24%)
Value$655.1K (+$81.6K)
Filed 2026-10-23
Whelan Financial
INCREASED
Shares6,269 from 5,673
Change+596 (+11%)
Value$651.4K (+$9.0K)
Filed 2026-10-28
Michels Family Financial, LLC
INCREASED
Shares6,247 from 6,244
Change+3 (+0%)
Value$649.2K (-$58.0K)
Filed 2026-11-02
Grant Private Wealth Management Inc
DECREASED
Shares6,244 from 8,157
Change-1,913 (-23%)
Value$648.9K (-$274.9K)
Filed 2026-10-19
Columbia Asset Management
DECREASED
Shares6,241 from 7,449
Change-1,208 (-16%)
Value$648.6K (-$195.2K)
Filed 2026-10-19
M. Kraus & Co
UNCHANGED
Shares6,241 from 6,241
Change0 (0%)
Value$648.6K (-$58.3K)
Filed 2026-10-20
Catalyst Investment Management LLC
DECREASED
Shares6,226 from 6,321
Change-95 (-1%)
Value$647.0K (-$68.9K)
Filed 2026-10-21
OceanIQ Capital, LLC
DECREASED
Shares6,219 from 6,655
Change-436 (-7%)
Value$698.3K (-$55.5K)
Filed 2026-10-19
Redwood Family Wealth LLC
INCREASED
Shares6,214 from 6,038
Change+176 (+3%)
Value$645.8K (-$38.2K)
Filed 2026-10-20
Amplius Wealth Advisors, LLC
INCREASED
Shares6,213 from 5,590
Change+623 (+11%)
Value$645.7K (+$12.5K)
Filed 2026-10-20
Grey Ledge Advisors, LLC
DECREASED
Shares6,208 from 6,243
Change-35 (-1%)
Value$645.1K (-$62.0K)
Filed 2026-11-02
6th Street Advisors, LLC
INCREASED
Shares6,197 from 6,057
Change+140 (+2%)
Value$644.0K (-$42.1K)
Filed 2026-10-14
Wheelhouse Advisory Group LLC
INCREASED
Shares6,194 from 5,853
Change+341 (+6%)
Value$643.7K (-$19.3K)
Filed 2026-10-20
LeConte Wealth Management, LLC
INCREASED
Shares6,174 from 6,053
Change+121 (+2%)
Value$641.6K (-$43.9K)
Filed 2026-10-20
Glass Wealth Management Co LLC
INCREASED
Shares6,168 from 6,147
Change+21 (+0%)
Value$641.0K (-$55.2K)
Filed 2026-10-28
Townsend Asset Management Corp
DECREASED
Shares6,154 from 6,167
Change-13 (0%)
Value$639.5K (-$59.0K)
Filed 2026-10-29
Reliant Investment Management, LLC
DECREASED
Shares6,147 from 58,484
Change-52,337 (-89%)
Value$638.8K (-$6.0M)
Filed 2026-10-14
Intelligence Driven Advisers, LLC
DECREASED
Shares6,109 from 6,320
Change-211 (-3%)
Value$634.9K (-$81.0K)
Filed 2026-10-09
Wedgewood Investors Inc
UNCHANGED
Shares6,104 from 6,104
Change0 (0%)
Value$634.3K (-$57.0K)
Filed 2026-10-28
AUA Capital Management, LLC
UNCHANGED
Shares6,102 from 6,102
Change0 (0%)
Value$634.1K (-$57.0K)
Filed 2026-10-15
Rose Capital Advisors LLC
INCREASED
Shares6,084 from 4,291
Change+1,793 (+42%)
Value$632.3K (+$146.3K)
Filed 2026-11-04
Magnolia Capital Management LTD
UNCHANGED
Shares6,060 from 6,060
Change0 (0%)
Value$630 (-$56)
Filed 2026-10-09
Chesley Taft & Associates LLC
INCREASED
Shares6,058 from 5,841
Change+217 (+4%)
Value$629.5K (-$32.0K)
Filed 2026-10-13
Watershed Private Wealth LLC
INCREASED
Shares6,054 from 4,758
Change+1,296 (+27%)
Value$629.1K (+$90.2K)
Filed 2026-10-30
Wingate Wealth Advisors, Inc.
INCREASED
Shares6,053 from 6,017
Change+36 (+1%)
Value$629.0K (-$52.5K)
Filed 2026-10-26
Armstrong Henry H Associates Inc
DECREASED
Shares6,051 from 6,221
Change-170 (-3%)
Value$628.8K (-$75.7K)
Filed 2026-10-07
Main Street Group, LTD
DECREASED
Shares6,048 from 6,210
Change-162 (-3%)
Value$628.5K (-$74.8K)
Filed 2026-10-28
Serenity Investment Advisors
DECREASED
Shares6,044 from 6,343
Change-299 (-5%)
Value$628.1K (-$30.5K)
Filed 2026-10-30
Eagle Bay Advisors LLC
INCREASED
Shares6,033 from 5,660
Change+373 (+7%)
Value$626.9K (-$14.1K)
Filed 2026-10-16
Southland Equity Partners LLC
DECREASED
Shares6,032 from 6,044
Change-12 (0%)
Value$626.8K (-$57.8K)
Filed 2026-10-14
AXS Investments LLC
INCREASED
Shares6,005 from 3,104
Change+2,901 (+93%)
Value$624.0K (+$272.5K)
Filed 2026-11-04
IFC & Insurance Marketing, Inc.
INCREASED
Shares6,002 from 5,944
Change+58 (+1%)
Value$623.8K (-$49.5K)
Filed 2026-10-16
American Institute for Advanced Investment Management, LLP
INCREASED
Shares5,995 from 5,960
Change+35 (+1%)
Value$623.0K (-$52.0K)
Filed 2026-11-03
Auxano Advisors, LLC
INCREASED
Shares5,995 from 5,979
Change+16 (+0%)
Value$623.0K (-$54.2K)
Filed 2026-11-06
Wescott Financial Advisory Group, LLC
INCREASED
Shares5,980 from 5,934
Change+46 (+1%)
Value$621.5K (-$50.6K)
Filed 2026-11-09
LifeGuide Financial Advisors, LLC
DECREASED
Shares5,973 from 6,171
Change-198 (-3%)
Value$620.7K (-$78.2K)
Filed 2026-10-20
Hohimer Wealth Management, LLC
DECREASED
Shares5,968 from 6,060
Change-92 (-2%)
Value$620.2K (-$66.2K)
Filed 2026-11-04
Encompass More Asset Management
DECREASED
Shares5,965 from 6,057
Change-92 (-2%)
Value$619.9K (-$66.2K)
Filed 2026-10-16
Woodard & Co Asset Management Group Inc
DECREASED
Shares5,942 from 22,526
Change-16,584 (-74%)
Value$617.5K (-$1.9M)
Filed 2026-11-03
R2 Capital Strategies, LLC
INCREASED
Shares5,929 from 5,919
Change+10 (+0%)
Value$616.2K (-$54.2K)
Filed 2026-10-15
Gaddis Premier Wealth Advisors LLC
INCREASED
Shares5,920 from 5,256
Change+664 (+13%)
Value$615.2K (+$19.9K)
Filed 2026-10-29
First County Bank
INCREASED
Shares5,916 from 5,672
Change+244 (+4%)
Value$614.8K (-$27.6K)
Filed 2026-10-13
Schmidt P J Investment Management Inc
DECREASED
Shares5,910 from 6,272
Change-362 (-6%)
Value$614.2K (-$96.2K)
Filed 2026-11-02
Lawood & Co
DECREASED
Shares5,882 from 5,897
Change-15 (0%)
Value$611.3K (-$56.6K)
Filed 2026-10-09
Aspire Private Capital, LLC
INCREASED
Shares5,879 from 2,684
Change+3,195 (+119%)
Value$610.9K (+$307.0K)
Filed 2026-11-05
Darden Wealth Group Inc
DECREASED
Shares5,863 from 5,867
Change-4 (0%)
Value$609.4K (-$55.2K)
Filed 2026-11-06
Realta Investment Advisors
INCREASED
Shares5,861 from 4,881
Change+980 (+20%)
Value$609.1K (+$56.2K)
Filed 2026-10-14
Selective Wealth Management, Inc.
INCREASED
Shares5,856 from 5,487
Change+369 (+7%)
Value$690.3K (+$63.4K)
Filed 2026-10-16
Cornerstone Wealth, LLC
INCREASED
Shares5,855 from 4,117
Change+1,738 (+42%)
Value$702.0K (+$238.7K)
Filed 2026-10-28
Barnes Dennig Private Wealth Management LLC
DECREASED
Shares5,853 from 6,288
Change-435 (-7%)
Value$608.2K (-$103.9K)
Filed 2026-10-30
Fonville Wealth Management LLC
INCREASED
Shares5,852 from 5,371
Change+481 (+9%)
Value$608.2K (-$180)
Filed 2026-10-28
AWM Capital, LLC
INCREASED
Shares5,840 from 3,814
Change+2,026 (+53%)
Value$606.9K (+$174.9K)
Filed 2026-10-16
Vista Capital Partners, Inc.
DECREASED
Shares5,837 from 6,048
Change-211 (-3%)
Value$606.6K (-$78.4K)
Filed 2026-11-06
Avantra Family Wealth, Inc.
INCREASED
Shares5,836 from 5,675
Change+161 (+3%)
Value$606.5K (-$36.3K)
Filed 2026-10-20
IFG Advisors, LLC
UNCHANGED
Shares5,835 from 5,835
Change0 (0%)
Value$606.4K (-$54.5K)
Filed 2026-10-15
BlueSky Wealth Advisors, LLC
INCREASED
Shares5,830 from 3,628
Change+2,202 (+61%)
Value$605.9K (+$195.0K)
Filed 2026-10-29
Bdfs Capital LLC
DECREASED
Shares5,806 from 5,857
Change-51 (-1%)
Value$603.4K (-$60.0K)
Filed 2026-10-14
AGH Wealth Advisors, LLC
DECREASED
Shares5,805 from 5,808
Change-3 (0%)
Value$603.3K (-$54.6K)
Filed 2026-10-26
Capital Advantage, Inc.
UNCHANGED
Shares5,804 from 5,804
Change0 (0%)
Value$603.2K (-$54.2K)
Filed 2026-10-14
Clark Wealth Partners
INCREASED
Shares5,779 from 1,156
Change+4,623 (+400%)
Value$600.5K (+$469.6K)
Filed 2026-10-19
NewSquare Capital LLC
INCREASED
Shares5,779 from 5,159
Change+620 (+12%)
Value$600.6K (+$16.2K)
Filed 2026-11-06
Hummer Financial Advisory Services Inc
UNCHANGED
Shares5,765 from 5,765
Change0 (0%)
Value$599.1K (-$53.8K)
Filed 2026-10-09
Centurion Wealth Management LLC
UNCHANGED
Shares5,762 from 5,762
Change0 (0%)
Value$598.8K (-$53.8K)
Filed 2026-10-13
Poehling Capital Management, Inc.
DECREASED
Shares5,758 from 5,986
Change-228 (-4%)
Value$598.4K (-$79.6K)
Filed 2026-10-20
Eagle Strategies LLC
INCREASED
Shares5,756 from 5,726
Change+30 (+1%)
Value$598.2K (-$50.4K)
Filed 2026-10-16
Birch Financial Group, LLC
DECREASED
Shares5,750 from 6,018
Change-268 (-4%)
Value$597.5K (-$84.1K)
Filed 2026-10-27
Pullen Investment Management, LLC
INCREASED
Shares5,745 from 5,652
Change+93 (+2%)
Value$597.0K (-$43.1K)
Filed 2026-10-23
Hardin Capital Partners, LLC
INCREASED
Shares5,722 from 5,348
Change+374 (+7%)
Value$594.6K (-$13.1K)
Filed 2026-10-09
Albert D Mason Inc
NEW
Shares5,719
Change+5,719
Value$594.3K
Filed 2026-10-27
Banque de Luxembourg S.A.
INCREASED
Shares5,712 from 1,662
Change+4,050 (+244%)
Value$593.6K (+$405.4K)
Filed 2026-10-14
Sage Rhino Capital LLC
DECREASED
Shares5,704 from 6,043
Change-339 (-6%)
Value$592.8K (-$91.7K)
Filed 2026-10-28
Essex LLC
INCREASED
Shares5,701 from 5,504
Change+197 (+4%)
Value$592.5K (-$30.9K)
Filed 2026-10-14
Avion Wealth
DECREASED
Shares5,701 from 5,703
Change-2 (0%)
Value$592 (-$644.4K)
Filed 2026-11-04
Kellett Wealth Advisors, LLC
INCREASED
Shares5,677 from 5,589
Change+88 (+2%)
Value$589.9K (-$43.0K)
Filed 2026-10-15
Sage Capital Management, LLC
UNCHANGED
Shares5,677 from 5,677
Change0 (0%)
Value$590.1K (-$53.0K)
Filed 2026-10-20
Lauterbach Financial Advisors, LLC
UNCHANGED
Shares5,650 from 5,650
Change0 (0%)
Value$587.2K (-$52.7K)
Filed 2026-10-21
Bluesphere Advisors LLC
DECREASED
Shares5,636 from 5,670
Change-34 (-1%)
Value$585.7K (-$56.5K)
Filed 2026-10-19
MKT Advisors LLC
DECREASED
Shares5,615 from 6,215
Change-600 (-10%)
Value$620.8K (-$72.4K)
Filed 2026-10-20
Banyan Capital Management, Inc.
DECREASED
Shares5,613 from 7,777
Change-2,164 (-28%)
Value$583.3K (-$297.5K)
Filed 2026-11-05
Global X Japan Co., Ltd.
INCREASED
Shares5,600 from 4,553
Change+1,047 (+23%)
Value$582.0K (+$66.3K)
Filed 2026-10-21
Summit Investment Advisors, Inc.\KS
INCREASED
Shares5,599 from 5,550
Change+49 (+1%)
Value$581.8K (-$46.7K)
Filed 2026-11-05
Baldwin Wealth Partners LLC
DECREASED
Shares5,587 from 5,771
Change-184 (-3%)
Value$580.6K (-$73.0K)
Filed 2026-10-13
Creative Capital Management Investments LLC
INCREASED
Shares5,586 from 5,461
Change+125 (+2%)
Value$580.5K (-$38.0K)
Filed 2026-10-28
CLG LLC
INCREASED
Shares5,579 from 5,567
Change+12 (+0%)
Value$579.8K (-$50.8K)
Filed 2026-10-13
Bond & Devick Financial Network, Inc.
DECREASED
Shares5,576 from 5,597
Change-21 (0%)
Value$579.5K (-$54.5K)
Filed 2026-10-23
Sicart Associates LLC
UNCHANGED
Shares5,573 from 5,573
Change0 (0%)
Value$662.1K (+$30.9K)
Filed 2026-10-29
Walled Lake Planning & Wealth Management, LLC
INCREASED
Shares5,547 from 5,542
Change+5 (+0%)
Value$576.5K (-$51.2K)
Filed 2026-10-29
ARK & TLK Investments, LLC
UNCHANGED
Shares5,532 from 5,532
Change0 (0%)
Value$574.9K (-$51.7K)
Filed 2026-10-20
Beacon Investment Advisory Services, Inc.
DECREASED
Shares5,524 from 6,874
Change-1,350 (-20%)
Value$574.1K (-$204.5K)
Filed 2026-10-13
Pacific Capital Wealth Advisors, Inc.
INCREASED
Shares5,501 from 5,260
Change+241 (+5%)
Value$571.7K (-$24.1K)
Filed 2026-10-22
Pilgrim Partners Asia Pte Ltd
UNCHANGED
Shares5,500 from 5,500
Change0 (0%)
Value$571.6K (-$51.4K)
Filed 2026-10-29
Mascagni Wealth Management, Inc.
INCREASED
Shares5,499 from 5,448
Change+51 (+1%)
Value$571.5K (-$45.6K)
Filed 2026-10-23
Peachtree Investment Partners, LLC
DECREASED
Shares5,498 from 6,517
Change-1,019 (-16%)
Value$571.4K (-$166.8K)
Filed 2026-11-05
Blossom Wealth Management
INCREASED
Shares5,498 from 5,368
Change+130 (+2%)
Value$571.3K (-$36.7K)
Filed 2026-11-03
Pine Haven Investment Counsel, Inc
UNCHANGED
Shares5,498 from 5,498
Change0 (0%)
Value$571.4K (-$51.4K)
Filed 2026-11-02
Commons Capital, LLC
DECREASED
Shares5,488 from 5,896
Change-408 (-7%)
Value$570.3K (-$97.4K)
Filed 2026-11-05
Alessandra Capital Management, LLC
INCREASED
Shares5,475 from 5,470
Change+5 (+0%)
Value$569.0K (-$50.6K)
Filed 2026-10-30
WMS Group LLC
DECREASED
Shares5,472 from 5,510
Change-38 (-1%)
Value$568.7K (-$55.4K)
Filed 2026-11-06
Schaper Benz & Wise Investment Counsel Inc
UNCHANGED
Shares5,471 from 5,471
Change0 (0%)
Value$568.6K (-$51.1K)
Filed 2026-10-09
Marin Bay Wealth Advisors, LLC
INCREASED
Shares5,455 from 5,449
Change+6 (+0%)
Value$566.9K (-$50.3K)
Filed 2026-10-28
Elevatus Welath Management
DECREASED
Shares5,453 from 8,989
Change-3,536 (-39%)
Value$566.7K (-$451.3K)
Filed 2026-10-19
Marathon Mission, Inc.
DECREASED
Shares5,450 from 6,649
Change-1,199 (-18%)
Value$566.4K (-$186.7K)
Filed 2026-10-01
Mcrae Capital Management Inc
UNCHANGED
Shares5,450 from 5,450
Change0 (0%)
Value$566.4K (-$50.9K)
Filed 2026-10-15
Shotwell Rutter Baer Inc
UNCHANGED
Shares5,449 from 5,449
Change0 (0%)
Value$566.2K (-$50.9K)
Filed 2026-10-14
Symphony Financial Services, Inc.
INCREASED
Shares5,442 from 5,429
Change+13 (+0%)
Value$565.6K (-$49.3K)
Filed 2026-11-09
Eclectic Associates Inc
DECREASED
Shares5,433 from 5,469
Change-36 (-1%)
Value$564.6K (-$54.8K)
Filed 2026-10-09
Forza Wealth Management, LLC
INCREASED
Shares5,409 from 4,173
Change+1,236 (+30%)
Value$562.1K (+$89.5K)
Filed 2026-10-20
Planned Solutions, Inc.
DECREASED
Shares5,406 from 5,429
Change-23 (0%)
Value$561.8K (-$53.1K)
Filed 2026-10-19
Southern Michigan Bank & Trust
INCREASED
Shares5,400 from 5,334
Change+66 (+1%)
Value$561.2K (-$43.0K)
Filed 2026-10-19
Focused Alpha, LLC
INCREASED
Shares5,397 from 5,219
Change+178 (+3%)
Value$560.9K (-$30.2K)
Filed 2026-10-20
Channel Wealth LLC
DECREASED
Shares5,396 from 5,517
Change-121 (-2%)
Value$560.8K (-$64.1K)
Filed 2026-11-06
Inman Jager Wealth Management, LLC
DECREASED
Shares5,392 from 5,402
Change-10 (0%)
Value$560.3K (-$51.5K)
Filed 2026-11-05
Dogwood Wealth Management LLC
DECREASED
Shares5,385 from 6,785
Change-1,400 (-21%)
Value$559.6K (-$208.9K)
Filed 2026-11-09
Investment Partners Asset Management, Inc.
INCREASED
Shares5,379 from 5,177
Change+202 (+4%)
Value$559.0K (-$27.4K)
Filed 2026-10-09
Hoxton Planning & Management, LLC
INCREASED
Shares5,376 from 5,344
Change+32 (+1%)
Value$558.7K (-$46.6K)
Filed 2026-10-15
August Group Capital Ltd
DECREASED
Shares5,374 from 5,512
Change-138 (-2%)
Value$558.5K (-$65.8K)
Filed 2026-10-14
MJT & Associates Financial Advisory Group, Inc.
DECREASED
Shares5,354 from 6,922
Change-1,568 (-23%)
Value$556.4K (-$227.6K)
Filed 2026-10-07
Access Financial Services, Inc.
INCREASED
Shares5,329 from 5,229
Change+100 (+2%)
Value$553.7K (-$38.5K)
Filed 2026-11-09
Navigation Group, LLC
UNCHANGED
Shares5,326 from 5,326
Change0 (0%)
Value$553.5K (-$49.7K)
Filed 2026-10-28
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
INCREASED
Shares5,315 from 4,792
Change+523 (+11%)
Value$552.3K (+$9.6K)
Filed 2026-11-06
SC&H Financial Advisors, Inc.
DECREASED
Shares5,308 from 5,358
Change-50 (-1%)
Value$551.6K (-$55.2K)
Filed 2026-10-14
waypoint wealth counsel
DECREASED
Shares5,282 from 7,008
Change-1,726 (-25%)
Value$548.9K (-$244.8K)
Filed 2026-10-22
Towne Trust Company, N.a
INCREASED
Shares5,272 from 5,072
Change+200 (+4%)
Value$547.9K (-$26.6K)
Filed 2026-10-28
Bright Financial Advisors, Inc.
UNCHANGED
Shares5,268 from 5,268
Change0 (0%)
Value$547.5K (-$49.2K)
Filed 2026-10-23
Motive Wealth Advisors
INCREASED
Shares5,264 from 5,138
Change+126 (+2%)
Value$547.0K (-$34.9K)
Filed 2026-10-26
KOM Wealth Management Group, LLC
DECREASED
Shares5,258 from 5,527
Change-269 (-5%)
Value$546.5K (-$79.5K)
Filed 2026-10-15
Alchemi Wealth, LLC
DECREASED
Shares5,257 from 5,269
Change-12 (0%)
Value$546.5K (-$50.4K)
Filed 2026-11-04
Unique Wealth, LLC
INCREASED
Shares5,249 from 4,910
Change+339 (+7%)
Value$545.5K (-$10.6K)
Filed 2026-10-16
Warner Group LLC
DECREASED
Shares5,241 from 5,395
Change-154 (-3%)
Value$544.7K (-$66.4K)
Filed 2026-11-09
Stronghold Wealth Management L.L.C.
INCREASED
Shares5,238 from 5,208
Change+30 (+1%)
Value$544.3K (-$45.5K)
Filed 2026-10-16
Roan Capital Partners
INCREASED
Shares5,237 from 4,903
Change+334 (+7%)
Value$544.2K (-$11.1K)
Filed 2026-10-09
Pinkerton Wealth, LLC
DECREASED
Shares5,229 from 5,610
Change-381 (-7%)
Value$543.4K (-$153.8K)
Filed 2026-10-29
Aire Advisors, LLC
INCREASED
Shares5,224 from 4,131
Change+1,093 (+26%)
Value$542.9K (+$75.0K)
Filed 2026-10-22
RMG Wealth Management LLC
DECREASED
Shares5,224 from 5,232
Change-8 (0%)
Value$629.0K (+$22.1K)
Filed 2026-10-26
Alliance Wealth Advisors, LLC
INCREASED
Shares5,220 from 5,215
Change+5 (+0%)
Value$542.4K (-$48.2K)
Filed 2026-10-14
Three Magnolias Financial Advisors, LLC
DECREASED
Shares5,216 from 5,916
Change-700 (-12%)
Value$542.0K (-$128.0K)
Filed 2026-10-14
Tanager Wealth Management LLP
DECREASED
Shares5,194 from 5,260
Change-66 (-1%)
Value$539.8K (-$56.0K)
Filed 2026-10-19
Aletheian Wealth Advisors LLC
INCREASED
Shares5,186 from 5,076
Change+110 (+2%)
Value$538.9K (-$36.0K)
Filed 2026-10-08
Palacios Wealth Management, LLC
DECREASED
Shares5,174 from 5,184
Change-10 (0%)
Value$537.7K (-$49.4K)
Filed 2026-11-04
Vision Financial Markets LLC
UNCHANGED
Shares5,169 from 5,169
Change0 (0%)
Value$538.7K (-$38.5K)
Filed 2026-10-22
New England Research & Management, Inc.
UNCHANGED
Shares5,167 from 5,167
Change0 (0%)
Value$537.0K (-$48.3K)
Filed 2026-10-16
Crusonia Wealth Advisors LLC
INCREASED
Shares5,163 from 5,134
Change+29 (+1%)
Value$536.5K (-$45.0K)
Filed 2026-10-26
LifeGoal Investments, LLC
INCREASED
Shares5,155 from 4,413
Change+742 (+17%)
Value$535.7K (+$35.9K)
Filed 2026-10-09
Balentine LLC
DECREASED
Shares5,148 from 8,324
Change-3,176 (-38%)
Value$535.0K (-$407.8K)
Filed 2026-11-03
Canandaigua National Trust Co of Florida
NEW
Shares5,113
Change+5,113
Value$531.3K
Filed 2026-10-07
Next Level Private LLC
INCREASED
Shares5,108 from 4,996
Change+112 (+2%)
Value$530.8K (-$35.0K)
Filed 2026-10-20
KTF Investments, LLC
UNCHANGED
Shares5,100 from 5,100
Change0 (0%)
Value$530.0K (-$47.6K)
Filed 2026-10-23
Sylvest Advisors, LLC
UNCHANGED
Shares5,096 from 5,096
Change0 (0%)
Value$529.6K (-$47.6K)
Filed 2026-10-26
Alpha Omega Wealth Management LLC
INCREASED
Shares5,095 from 4,951
Change+144 (+3%)
Value$529.5K (-$31.3K)
Filed 2026-10-23
WealthPoint Financial, LLC
INCREASED
Shares5,092 from 4,579
Change+513 (+11%)
Value$529.1K (+$10.5K)
Filed 2026-11-03
Steel Grove Capital Advisors, LLC
INCREASED
Shares5,091 from 2,497
Change+2,594 (+104%)
Value$529.1K (+$246.2K)
Filed 2026-10-13
Hiley Hunt Wealth Management
INCREASED
Shares5,082 from 5,079
Change+3 (+0%)
Value$528.2K (-$47.1K)
Filed 2026-10-08
Partners in Financial Planning
DECREASED
Shares5,075 from 6,377
Change-1,302 (-20%)
Value$527.4K (-$194.9K)
Filed 2026-11-06
Vista Investment Partners II, LLC
DECREASED
Shares5,075 from 5,134
Change-59 (-1%)
Value$527.4K (-$54.0K)
Filed 2026-10-15
Rise Advisors, LLC
INCREASED
Shares5,073 from 4,538
Change+535 (+12%)
Value$527.1K (+$13.1K)
Filed 2026-10-16
Ranch Capital Advisors Inc.
INCREASED
Shares5,061 from 5,056
Change+5 (+0%)
Value$525.9K (-$46.7K)
Filed 2026-11-09
Two West Capital Advisors LLC
INCREASED
Shares5,055 from 4,952
Change+103 (+2%)
Value$539.9K (-$15.7K)
Filed 2026-10-15
Gordian Advisors LLC
INCREASED
Shares5,046 from 4,947
Change+99 (+2%)
Value$524.4K (-$35.9K)
Filed 2026-10-30
Family Investment Center, Inc.
INCREASED
Shares5,027 from 5,022
Change+5 (+0%)
Value$522.4K (-$46.4K)
Filed 2026-10-19
Tealwood Asset Management Inc
UNCHANGED
Shares5,025 from 5,025
Change0 (0%)
Value$522 (-$47)
Filed 2026-10-13
Clarus Wealth Advisors
INCREASED
Shares5,011 from 4,460
Change+551 (+12%)
Value$557.9K (+$53.5K)
Filed 2026-10-13
Key FInancial Inc
DECREASED
Shares5,010 from 5,365
Change-355 (-7%)
Value$520.6K (-$87.0K)
Filed 2026-11-02
Baypointe Partners LLC
DECREASED
Shares5,000 from 17,857
Change-12,857 (-72%)
Value$519.6K (-$1.5M)
Filed 2026-10-22
Francis Financial, Inc.
INCREASED
Shares5,000 from 2,853
Change+2,147 (+75%)
Value$519.7K (+$196.5K)
Filed 2026-11-09
Merrion Investment Management Co, LLC
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$519.6K (-$46.7K)
Filed 2026-10-16
Fidelity D & D Bancorp Inc
UNCHANGED
Shares4,992 from 4,992
Change0 (0%)
Value$518.8K (-$46.6K)
Filed 2026-11-05
Blodgett Wealth Advisors, LLC
INCREASED
Shares4,987 from 4,660
Change+327 (+7%)
Value$518.3K (-$9.5K)
Filed 2026-10-23
Nelson Capital Management, LLC
DECREASED
Shares4,984 from 5,079
Change-95 (-2%)
Value$518.0K (-$57.3K)
Filed 2026-11-09
Barlow Wealth Partners, LLC
INCREASED
Shares4,983 from 3,326
Change+1,657 (+50%)
Value$534.2K (+$158.0K)
Filed 2026-10-15
Mokosak Advisory Group, LLC
DECREASED
Shares4,979 from 5,205
Change-226 (-4%)
Value$517.4K (-$71.9K)
Filed 2026-10-20
Trust Investment Advisors
INCREASED
Shares4,967 from 3,785
Change+1,182 (+31%)
Value$516.2K (+$87.5K)
Filed 2026-10-20
Independent Wealth Network Inc.
INCREASED
Shares4,962 from 4,659
Change+303 (+7%)
Value$515.7K (-$12.0K)
Filed 2026-10-19
Cynosure Group, LLC
DECREASED
Shares4,959 from 5,189
Change-230 (-4%)
Value$515.3K (-$72.4K)
Filed 2026-11-03
Stegent Equity Advisors, Inc.
DECREASED
Shares4,959 from 5,039
Change-80 (-2%)
Value$515.4K (-$55.4K)
Filed 2026-10-13
Wiser Wealth Management, Inc
DECREASED
Shares4,952 from 5,022
Change-70 (-1%)
Value$514.6K (-$54.2K)
Filed 2026-10-14
Chemistry Wealth Management LLC
INCREASED
Shares4,950 from 3,535
Change+1,415 (+40%)
Value$514.4K (+$114.1K)
Filed 2026-10-16
Piedmont Capital Management, LLC
UNCHANGED
Shares4,930 from 4,930
Change0 (0%)
Value$512.3K (-$46.0K)
Filed 2026-10-21
Generali Investments, Management Co LLC
DECREASED
Shares4,927 from 12,807
Change-7,880 (-62%)
Value$512.0K (-$938.5K)
Filed 2026-10-19
Collaborative Fund Advisors, LLC
DECREASED
Shares4,905 from 12,217
Change-7,312 (-60%)
Value$509.7K (-$874.0K)
Filed 2026-11-02
Kraft, Davis & Associates, LLC
DECREASED
Shares4,875 from 6,753
Change-1,878 (-28%)
Value$579.4K (-$183.3K)
Filed 2026-10-21
Capstone Wealth Management, LLC
DECREASED
Shares4,859 from 5,015
Change-156 (-3%)
Value$504.9K (-$63.1K)
Filed 2026-11-02
Horst & Graben Wealth Management LLC
DECREASED
Shares4,854 from 5,193
Change-339 (-7%)
Value$504.4K (-$60.7K)
Filed 2026-11-02
Firestone Capital Management
DECREASED
Shares4,849 from 5,056
Change-207 (-4%)
Value$503.9K (-$68.7K)
Filed 2026-11-03
Live Oak Investment Partners
DECREASED
Shares4,846 from 5,086
Change-240 (-5%)
Value$503.6K (-$72.4K)
Filed 2026-10-23
WestEnd Advisors, LLC
DECREASED
Shares4,840 from 7,245
Change-2,405 (-33%)
Value$503.0K (-$317.6K)
Filed 2026-10-27
Saxony Capital Management, LLC
INCREASED
Shares4,839 from 3,789
Change+1,050 (+28%)
Value$502.9K (+$73.8K)
Filed 2026-10-15
Gallacher Capital Management LLC
INCREASED
Shares4,830 from 2,187
Change+2,643 (+121%)
Value$501.9K (+$254.2K)
Filed 2026-10-30
Covenant Asset Management, LLC
DECREASED
Shares4,826 from 4,912
Change-86 (-2%)
Value$501.6K (-$54.8K)
Filed 2026-10-14
FWG Investments, Llc.
INCREASED
Shares4,821 from 4,816
Change+5 (+0%)
Value$501.0K (-$44.4K)
Filed 2026-11-03
Cedarwood Wealth LLC
DECREASED
Shares4,819 from 4,985
Change-166 (-3%)
Value$500.8K (-$63.8K)
Filed 2026-11-09
Conservest Capital Advisors, Inc.
INCREASED
Shares4,811 from 4,645
Change+166 (+4%)
Value$500.0K (-$26.2K)
Filed 2026-11-09
Financial Perspectives, Inc
INCREASED
Shares4,810 from 4,618
Change+192 (+4%)
Value$499.8K (-$23.2K)
Filed 2026-11-03
Landmark Wealth Management, LLC
UNCHANGED
Shares4,809 from 4,809
Change0 (0%)
Value$499.8K (-$44.9K)
Filed 2026-11-03
McClarren Financial Advisors, Inc.
INCREASED
Shares4,789 from 4,780
Change+9 (+0%)
Value$497.7K (-$43.6K)
Filed 2026-10-15
MinichMacGregor Wealth Management, LLC
DECREASED
Shares4,787 from 4,878
Change-91 (-2%)
Value$497.5K (-$55.1K)
Filed 2026-10-14
Lantern Wealth Advisors, LLC
INCREASED
Shares4,779 from 3,959
Change+820 (+21%)
Value$496.6K (+$48.3K)
Filed 2026-10-22
LifeWealth Investments, LLC
INCREASED
Shares4,774 from 4,729
Change+45 (+1%)
Value$496.1K (-$39.5K)
Filed 2026-10-21
SimpliFi, Inc.
INCREASED
Shares4,768 from 4,759
Change+9 (+0%)
Value$495.5K (-$43.5K)
Filed 2026-10-28
M.E. Allison & Co., Inc.
INCREASED
Shares4,767 from 4,766
Change+1 (+0%)
Value$495.4K (-$44.5K)
Filed 2026-10-09
Evermay Wealth Management LLC
DECREASED
Shares4,765 from 5,412
Change-647 (-12%)
Value$495.2K (-$117.8K)
Filed 2026-11-05
Tenet Wealth Partners, LLC
INCREASED
Shares4,760 from 4,130
Change+630 (+15%)
Value$494.7K (+$33.2K)
Filed 2026-10-19
Legacy Advisory Services, LLC
DECREASED
Shares4,758 from 4,873
Change-115 (-2%)
Value$494.5K (-$57.4K)
Filed 2026-10-20
Tamar Securities, LLC
INCREASED
Shares4,754 from 4,503
Change+251 (+6%)
Value$494.0K (-$16.0K)
Filed 2026-11-03
Meridian Financial Partners LLC
INCREASED
Shares4,754 from 4,526
Change+228 (+5%)
Value$560.4K (+$51.0K)
Filed 2026-10-23
Tcfg Investment Advisors, LLC
INCREASED
Shares4,754 from 4,753
Change+1 (+0%)
Value$494.0K (-$44.2K)
Filed 2026-10-20
American National Bank of Texas
UNCHANGED
Shares4,750 from 4,750
Change0 (0%)
Value$493.6K (-$44.4K)
Filed 2026-10-07
Broadway Wealth Solutions, Inc.
INCREASED
Shares4,747 from 4,330
Change+417 (+10%)
Value$493.3K (+$3.0K)
Filed 2026-10-21
Merited Wealth, LLC
UNCHANGED
Shares4,725 from 4,725
Change0 (0%)
Value$491.0K (-$44.1K)
Filed 2026-10-13
Verisail Partners, LLC
DECREASED
Shares4,724 from 4,845
Change-121 (-2%)
Value$490.9K (-$57.8K)
Filed 2026-10-19
CPA Asset Management Group, LLC
INCREASED
Shares4,719 from 4,365
Change+354 (+8%)
Value$490.4K (-$4.0K)
Filed 2026-10-26
Stordahl Capital Management, Inc.
DECREASED
Shares4,718 from 4,743
Change-25 (-1%)
Value$490.3K (-$46.9K)
Filed 2026-10-22
Sachem Hill LLC
UNCHANGED
Shares4,704 from 4,704
Change0 (0%)
Value$488.8K (-$43.9K)
Filed 2026-10-14
Stewardship Advisors, LLC
DECREASED
Shares4,702 from 4,831
Change-129 (-3%)
Value$488.6K (-$58.5K)
Filed 2026-10-20
Innova Wealth Partners
INCREASED
Shares4,699 from 4,220
Change+479 (+11%)
Value$488.3K (+$10.3K)
Filed 2026-10-21
Helium Advisors LLC
INCREASED
Shares4,696 from 4,197
Change+499 (+12%)
Value$488.0K (+$12.6K)
Filed 2026-10-23
Ridgecrest Wealth Partners, LLC
DECREASED
Shares4,695 from 4,700
Change-5 (0%)
Value$487.9K (-$44.4K)
Filed 2026-10-19
Ballew Advisors, Inc
INCREASED
Shares4,689 from 4,687
Change+2 (+0%)
Value$488.8K (-$35.3K)
Filed 2026-10-05
Tradewinds Capital Management, LLC
INCREASED
Shares4,687 from 4,677
Change+10 (+0%)
Value$487.1K (-$42.6K)
Filed 2026-10-23
Willow Creek Wealth Management Inc.
INCREASED
Shares4,668 from 4,667
Change+1 (+0%)
Value$485.1K (-$43.5K)
Filed 2026-10-26
Ameliora Wealth Management Ltd.
DECREASED
Shares4,665 from 30,997
Change-26,332 (-85%)
Value$484.8K (-$3.0M)
Filed 2026-10-23
Renaissance Investment Group LLC
DECREASED
Shares4,664 from 5,015
Change-351 (-7%)
Value$484.7K (-$83.3K)
Filed 2026-10-28
Oath Planning, LLC
INCREASED
Shares4,652 from 4,600
Change+52 (+1%)
Value$483.5K (-$37.6K)
Filed 2026-10-20
Navigate Wealth Management, LLC
DECREASED
Shares4,651 from 7,290
Change-2,639 (-36%)
Value$517.9K (-$314.9K)
Filed 2026-10-14
TTP Investments, Inc.
INCREASED
Shares4,644 from 4,633
Change+11 (+0%)
Value$482.6K (-$42.2K)
Filed 2026-10-30
Variant Private Wealth, LLC
NEW
Shares4,643
Change+4,643
Value$482.5K
Filed 2026-10-21
True Freedom Investing, LLC
DECREASED
Shares4,615 from 4,718
Change-103 (-2%)
Value$479.5K (-$106.8K)
Filed 2026-10-29
Teamwork Financial Advisors, LLC
DECREASED
Shares4,604 from 5,708
Change-1,104 (-19%)
Value$478.5K (-$168.0K)
Filed 2026-10-19
MPS Loria Financial Planners, LLC
INCREASED
Shares4,599 from 4,594
Change+5 (+0%)
Value$477.9K (-$42.5K)
Filed 2026-10-14
Ellis Investment Partners, LLC
INCREASED
Shares4,589 from 3,092
Change+1,497 (+48%)
Value$477.0K (+$126.8K)
Filed 2026-10-21
Sutton Place Investors LLC
INCREASED
Shares4,587 from 4,554
Change+33 (+1%)
Value$476.7K (-$39.1K)
Filed 2026-10-20
Bay Capital Advisors, LLC
DECREASED
Shares4,582 from 4,727
Change-145 (-3%)
Value$476.1K (-$59.2K)
Filed 2026-10-16
Coyle Financial Counsel LLC
DECREASED
Shares4,576 from 4,581
Change-5 (0%)
Value$475.5K (-$43.3K)
Filed 2026-10-28
Anson Capital, Inc.
UNCHANGED
Shares4,569 from 4,569
Change0 (0%)
Value$474.8K (-$42.7K)
Filed 2026-10-23
Clear Wave Wealth Management LLC
DECREASED
Shares4,563 from 4,603
Change-40 (-1%)
Value$474.2K (-$47.1K)
Filed 2026-11-04
Tranquility Partners, LLC
INCREASED
Shares4,555 from 4,517
Change+38 (+1%)
Value$473.4K (-$38.2K)
Filed 2026-10-20
Demars Financial Group, LLC
DECREASED
Shares4,551 from 4,580
Change-29 (-1%)
Value$473.0K (-$45.7K)
Filed 2026-10-22
Fairscale Capital, LLC
INCREASED
Shares4,548 from 4,378
Change+170 (+4%)
Value$561.7K (+$65.9K)
Filed 2026-11-04
Alternative Investment Advisors, Llc.
INCREASED
Shares4,547 from 4,249
Change+298 (+7%)
Value$472.7K (-$8.6K)
Filed 2026-11-03
Wealth Group Ltd
UNCHANGED
Shares4,547 from 4,547
Change0 (0%)
Value$474.1K (-$40.9K)
Filed 2026-10-07
Sawyer & Company, Inc
UNCHANGED
Shares4,541 from 4,541
Change0 (0%)
Value$471.9K (-$42.4K)
Filed 2026-10-21
Fiduciary Financial Group, LLC
INCREASED
Shares4,538 from 4,241
Change+297 (+7%)
Value$471.6K (-$8.8K)
Filed 2026-10-13
Trust Co of Kansas
DECREASED
Shares4,525 from 5,225
Change-700 (-13%)
Value$470 (-$591.5K)
Filed 2026-11-06
Leelyn Smith, LLC
DECREASED
Shares4,517 from 4,537
Change-20 (0%)
Value$469.4K (-$44.5K)
Filed 2026-11-03
Sather Financial Group Inc
INCREASED
Shares4,503 from 4,220
Change+283 (+7%)
Value$468.0K (-$10.0K)
Filed 2026-10-30
Smith Asset Management Co., LLC
INCREASED
Shares4,500 from 4,444
Change+56 (+1%)
Value$467.6K (-$35.7K)
Filed 2026-10-16
JTC Employer Solutions Trustee Ltd
UNCHANGED
Shares4,500 from 4,500
Change0 (0%)
Value$468 (-$508.5K)
Filed 2026-11-09
C2c Wealth Management, LLC
UNCHANGED
Shares4,500 from 4,500
Change0 (0%)
Value$467.6K (-$42.0K)
Filed 2026-10-20
Greenfield Seitz Capital Management, LLC
UNCHANGED
Shares4,500 from 4,500
Change0 (0%)
Value$467.6K (-$42.0K)
Filed 2026-10-29
Noble Wealth Management PBC
INCREASED
Shares4,497 from 4,472
Change+25 (+1%)
Value$467.3K (-$39.2K)
Filed 2026-10-01
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares4,490 from 19,217
Change-14,727 (-77%)
Value$466.6K (-$1.7M)
Filed 2026-10-14
Lynch Investment Planning, LLC
DECREASED
Shares4,484 from 4,588
Change-104 (-2%)
Value$466.0K (-$53.7K)
Filed 2026-10-27
Wealth Analytics Partners, LLC
INCREASED
Shares4,479 from 4,379
Change+100 (+2%)
Value$465.5K (-$32.4K)
Filed 2026-10-19
Signature Equity Partners, LLC
DECREASED
Shares4,456 from 5,357
Change-901 (-17%)
Value$463.0K (-$143.7K)
Filed 2026-10-29
Joseph P. Lucia & Associates, LLC
INCREASED
Shares4,449 from 4,203
Change+246 (+6%)
Value$462.4K (-$13.7K)
Filed 2026-10-30
UMB Private Wealth Management, LLC
NEW
Shares4,441
Change+4,441
Value$461.6K
Filed 2026-10-19
GatePass Capital, LLC
INCREASED
Shares4,436 from 3,047
Change+1,389 (+46%)
Value$461.0K (+$115.9K)
Filed 2026-11-09
Cypress Asset Management Inc
DECREASED
Shares4,432 from 4,641
Change-209 (-4%)
Value$460.6K (-$65.1K)
Filed 2026-10-09
Provident Living Financial Services, Inc.
DECREASED
Shares4,428 from 4,506
Change-78 (-2%)
Value$546.9K (+$36.6K)
Filed 2026-11-03
LVM Capital Management LTD
INCREASED
Shares4,420 from 4,270
Change+150 (+4%)
Value$459.3K (+$458.8K)
Filed 2026-10-20
Rodgers & Associates, LTD
DECREASED
Shares4,412 from 4,458
Change-46 (-1%)
Value$458.5K (-$46.4K)
Filed 2026-10-20
Brown, Lisle Ings, Inc.
DECREASED
Shares4,403 from 6,228
Change-1,825 (-29%)
Value$457.6K (-$247.8K)
Filed 2026-10-16
Armbruster Capital Management, Inc.
UNCHANGED
Shares4,395 from 4,395
Change0 (0%)
Value$456.7K (-$41.1K)
Filed 2026-10-19
Goldstein Advisors, LLC
INCREASED
Shares4,393 from 4,150
Change+243 (+6%)
Value$456.5K (-$13.5K)
Filed 2026-10-15
Parkway Wealth Management Group, LLC
INCREASED
Shares4,393 from 4,362
Change+31 (+1%)
Value$456.5K (-$37.5K)
Filed 2026-10-20
Optima Capital LLC
INCREASED
Shares4,386 from 4,370
Change+16 (+0%)
Value$455.8K (-$39.2K)
Filed 2026-10-29
StrongBox Wealth, LLC
DECREASED
Shares4,385 from 4,461
Change-76 (-2%)
Value$455.7K (-$49.6K)
Filed 2026-11-02
Lifestyle Asset Management, Inc.
INCREASED
Shares4,380 from 3,853
Change+527 (+14%)
Value$455.1K (+$18.7K)
Filed 2026-10-20
Curran Financial Partners, LLC
INCREASED
Shares4,377 from 4,291
Change+86 (+2%)
Value$454.8K (-$31.2K)
Filed 2026-11-04
Websterrogers Financial Advisors, LLC
DECREASED
Shares4,376 from 4,495
Change-119 (-3%)
Value$454.7K (-$54.5K)
Filed 2026-11-02
Towercrest Capital Management
DECREASED
Shares4,371 from 4,403
Change-32 (-1%)
Value$454.2K (-$44.5K)
Filed 2026-10-23
SilverOak Wealth Management LLC
DECREASED
Shares4,369 from 4,402
Change-33 (-1%)
Value$454.0K (-$44.5K)
Filed 2026-10-29
Bourgeon Capital Management LLC
INCREASED
Shares4,365 from 4,310
Change+55 (+1%)
Value$453.6K (-$34.5K)
Filed 2026-10-19
B.O.S.S. Retirement Advisors, LLC
INCREASED
Shares4,363 from 4,018
Change+345 (+9%)
Value$453.4K (-$1.6K)
Filed 2026-10-26
Legacy Trust
INCREASED
Shares4,359 from 3,268
Change+1,091 (+33%)
Value$538.4K (+$168.2K)
Filed 2026-11-06
1620 Investment Advisors, Inc.
DECREASED
Shares4,359 from 4,367
Change-8 (0%)
Value$453.0K (-$41.6K)
Filed 2026-11-04
Legacy Edge Advisors, LLC
INCREASED
Shares4,349 from 4,332
Change+17 (+0%)
Value$452.0K (-$38.7K)
Filed 2026-11-06
Arsenal Capital Advisors LLC
INCREASED
Shares4,334 from 4,254
Change+80 (+2%)
Value$450.4K (-$31.4K)
Filed 2026-11-02
Elco Management Co., LLC
UNCHANGED
Shares4,333 from 4,333
Change0 (0%)
Value$450.3K (-$40.5K)
Filed 2026-10-14
Balance Wealth Partners LLC
DECREASED
Shares4,318 from 4,985
Change-667 (-13%)
Value$448.7K (-$115.9K)
Filed 2026-10-27
Capital Advisors, Ltd. LLC
INCREASED
Shares4,306 from 4,210
Change+96 (+2%)
Value$448 (-$29)
Filed 2026-10-27
Norway Savings Bank
INCREASED
Shares4,295 from 4,280
Change+15 (+0%)
Value$446.3K (-$38.4K)
Filed 2026-10-20
Tandem Investment Advisors, Inc.
INCREASED
Shares4,292 from 4,291
Change+1 (+0%)
Value$446.0K (-$40.0K)
Filed 2026-11-04
Ddfg, Inc
INCREASED
Shares4,285 from 3,115
Change+1,170 (+38%)
Value$445.3K (+$92.4K)
Filed 2026-10-15
E6 Portfolios, LLC
INCREASED
Shares4,284 from 3,132
Change+1,152 (+37%)
Value$445.2K (+$90.5K)
Filed 2026-10-26
Financial Insights, Inc.
DECREASED
Shares4,283 from 5,569
Change-1,286 (-23%)
Value$445.1K (-$185.7K)
Filed 2026-10-27
Fiera Capital Corp
INCREASED
Shares4,280 from 4,250
Change+30 (+1%)
Value$444.8K (-$36.6K)
Filed 2026-11-06
Granite FO LLC
UNCHANGED
Shares4,275 from 4,275
Change0 (0%)
Value$444.3K (-$39.9K)
Filed 2026-10-14
McCarley & Cook Financial Planners
UNCHANGED
Shares4,273 from 4,273
Change0 (0%)
Value$444.1K (-$39.9K)
Filed 2026-10-21
Journey Retirement Planning & Investment Management LLC
INCREASED
Shares4,268 from 3,578
Change+690 (+19%)
Value$443.6K (+$38.4K)
Filed 2026-10-09
Elite Life Management LLC
INCREASED
Shares4,267 from 4,062
Change+205 (+5%)
Value$545.0K (+$88.7K)
Filed 2026-11-06
MBA Advisors LLC
DECREASED
Shares4,261 from 4,579
Change-318 (-7%)
Value$442.8K (-$75.8K)
Filed 2026-10-29
RFG - Bristol Wealth Advisors, LLC
DECREASED
Shares4,255 from 4,286
Change-31 (-1%)
Value$442.2K (-$43.3K)
Filed 2026-10-09
Michael Brady & Co., LLC
DECREASED
Shares4,250 from 4,500
Change-250 (-6%)
Value$441.7K (-$68.0K)
Filed 2026-10-23
Prota Financial, LLC
INCREASED
Shares4,247 from 4,242
Change+5 (+0%)
Value$442.8K (-$18.8K)
Filed 2026-10-08
Future Financial Wealth Managment LLC
UNCHANGED
Shares4,246 from 4,246
Change0 (0%)
Value$441.2K (-$19.0K)
Filed 2026-10-15
Sherman Asset Management, Inc.
DECREASED
Shares4,243 from 6,194
Change-1,951 (-31%)
Value$440.9K (-$260.6K)
Filed 2026-11-05
WealthBridge Capital Management, LLC
INCREASED
Shares4,237 from 4,152
Change+85 (+2%)
Value$440.4K (-$29.9K)
Filed 2026-10-16
Hoese & Co LLP
DECREASED
Shares4,219 from 4,624
Change-405 (-9%)
Value$438.4K (-$85.3K)
Filed 2026-10-21
Swmg, LLC
INCREASED
Shares4,217 from 4,088
Change+129 (+3%)
Value$510.7K (+$45.9K)
Filed 2026-10-23
ETF Store, Inc.
DECREASED
Shares4,210 from 4,230
Change-20 (0%)
Value$437.6K (-$41.6K)
Filed 2026-10-19
Schulz Wealth, Ltd.
UNCHANGED
Shares4,209 from 4,209
Change0 (0%)
Value$437.4K (-$39.3K)
Filed 2026-11-03
Nova Financial LLC
NEW
Shares4,202
Change+4,202
Value$436.7K
Filed 2026-11-04
Boomfish Wealth Group, LLC
INCREASED
Shares4,191 from 3,772
Change+419 (+11%)
Value$435.5K (+$8.3K)
Filed 2026-10-22
Capital Squared Financial LLC
INCREASED
Shares4,191 from 3,985
Change+206 (+5%)
Value$435.5K (-$15.8K)
Filed 2026-10-30
TCP Asset Management, LLC
INCREASED
Shares4,188 from 4,066
Change+122 (+3%)
Value$436.6K (-$23.9K)
Filed 2026-10-14
SageOak Financial, LLC
DECREASED
Shares4,187 from 4,287
Change-100 (-2%)
Value$435.1K (-$50.4K)
Filed 2026-10-19
ASL Financial, LLC
UNCHANGED
Shares4,172 from 4,172
Change0 (0%)
Value$433.6K (-$39.0K)
Filed 2026-10-15
Financial Harvest, LLC
DECREASED
Shares4,141 from 4,714
Change-573 (-12%)
Value$430.3K (-$103.5K)
Filed 2026-10-15
Midwest Financial Group LLC
INCREASED
Shares4,140 from 3,674
Change+466 (+13%)
Value$430.2K (+$14.1K)
Filed 2026-10-15
Crew Capital Management, Ltd
UNCHANGED
Shares4,107 from 4,107
Change0 (0%)
Value$426.8K (-$38.4K)
Filed 2026-10-28
First Growth Capital LLC
INCREASED
Shares4,103 from 4,048
Change+55 (+1%)
Value$426.4K (-$32.1K)
Filed 2026-10-15
Clean Yield Group
UNCHANGED
Shares4,102 from 4,102
Change0 (0%)
Value$426.3K (-$38.3K)
Filed 2026-10-28
Asempa Wealth Advisors
UNCHANGED
Shares4,100 from 4,100
Change0 (0%)
Value$427.5K (-$36.9K)
Filed 2026-10-07
ARQ Wealth Advisors, LLC
DECREASED
Shares4,095 from 4,174
Change-79 (-2%)
Value$425.6K (-$30.8K)
Filed 2026-10-29
Austin Asset Management Co Inc
UNCHANGED
Shares4,089 from 4,089
Change0 (0%)
Value$424.9K (-$38.2K)
Filed 2026-10-29
Seed Wealth Management, Inc.
UNCHANGED
Shares4,085 from 4,085
Change0 (0%)
Value$424.5K (-$38.2K)
Filed 2026-10-20
Tsfg, LLC
DECREASED
Shares4,082 from 14,893
Change-10,811 (-73%)
Value$424 (-$1.7M)
Filed 2026-10-23
Owl Creek Wealth Partners LLC
DECREASED
Shares4,079 from 4,745
Change-666 (-14%)
Value$423.9K (-$113.5K)
Filed 2026-10-20
Moisand Fitzgerald Tamayo, LLC
INCREASED
Shares4,077 from 3,751
Change+326 (+9%)
Value$423.7K (-$1.2K)
Filed 2026-10-15
Collective Family Office LLC
DECREASED
Shares4,072 from 4,090
Change-18 (0%)
Value$423.2K (-$40.1K)
Filed 2026-10-05
RBA Wealth Management, LLC
NEW
Shares4,061
Change+4,061
Value$422.0K
Filed 2026-10-28
Finward Bancorp
UNCHANGED
Shares4,059 from 4,059
Change0 (0%)
Value$421.8K (-$37.9K)
Filed 2026-10-14
Financial Freedom, LLC
INCREASED
Shares4,048 from 4,045
Change+3 (+0%)
Value$420.7K (-$37.4K)
Filed 2026-11-06
Nabity-Jensen Investment Management Inc
INCREASED
Shares4,030 from 3,328
Change+702 (+21%)
Value$418.8K (+$41.9K)
Filed 2026-10-23
Financial Enhancement Group LLC
INCREASED
Shares4,029 from 3,954
Change+75 (+2%)
Value$435.7K (-$12.1K)
Filed 2026-10-08
ERn Financial, LLC
INCREASED
Shares4,021 from 3,963
Change+58 (+1%)
Value$417.9K (-$31.0K)
Filed 2026-10-28
Founders Capital Management
UNCHANGED
Shares4,011 from 4,011
Change0 (0%)
Value$416.8K (-$37.5K)
Filed 2026-10-13
Pembroke Management, LTD
INCREASED
Shares4,006 from 3,837
Change+169 (+4%)
Value$416.3K (-$18.3K)
Filed 2026-10-21
Granite Investment Partners, LLC
UNCHANGED
Shares4,001 from 4,001
Change0 (0%)
Value$415.8K (-$37.4K)
Filed 2026-11-04
Lynch Asset Management, Inc.
INCREASED
Shares4,000 from 1,300
Change+2,700 (+208%)
Value$415.7K (+$268.4K)
Filed 2026-10-28
Collaborative Capital Advisors LLC
DECREASED
Shares3,997 from 4,921
Change-924 (-19%)
Value$415.4K (-$142.0K)
Filed 2026-11-06
Mid-American Wealth Advisory Group, Inc.
INCREASED
Shares3,985 from 3,796
Change+189 (+5%)
Value$414.2K (-$15.8K)
Filed 2026-10-21
Lord & Richards Wealth Management, LLC
DECREASED
Shares3,979 from 7,579
Change-3,600 (-47%)
Value$413.6K (-$444.8K)
Filed 2026-10-14
Eubel Brady & Suttman Asset Management Inc
INCREASED
Shares3,978 from 3,885
Change+93 (+2%)
Value$413 (-$439.6K)
Filed 2026-11-04
Sard Wealth Management Group, LLC
DECREASED
Shares3,965 from 4,144
Change-179 (-4%)
Value$412.0K (-$57.3K)
Filed 2026-10-16
Strathmore Capital Advisors, Inc.
INCREASED
Shares3,963 from 3,924
Change+39 (+1%)
Value$497.4K (+$64.2K)
Filed 2026-11-09
Rinkey Investments
DECREASED
Shares3,961 from 4,261
Change-300 (-7%)
Value$411.7K (-$71.0K)
Filed 2026-10-28
Great Waters Wealth Management
DECREASED
Shares3,956 from 3,978
Change-22 (-1%)
Value$411.1K (-$39.4K)
Filed 2026-10-07
Asset Planning,Inc
INCREASED
Shares3,930 from 3,923
Change+7 (+0%)
Value$408.5K (-$35.9K)
Filed 2026-10-26
Carrera Capital Advisors
INCREASED
Shares3,929 from 3,763
Change+166 (+4%)
Value$408.3K (-$17.9K)
Filed 2026-11-03
Artesa Financial Group, LLC
INCREASED
Shares3,923 from 3,222
Change+701 (+22%)
Value$407.7K (+$42.7K)
Filed 2026-10-29
First National Bank Sioux Falls
UNCHANGED
Shares3,897 from 3,897
Change0 (0%)
Value$405.0K (-$81.4K)
Filed 2026-10-13
Vestia Personal Wealth Advisors
INCREASED
Shares3,893 from 3,015
Change+878 (+29%)
Value$404.6K (+$63.1K)
Filed 2026-10-20
Flagship Wealth Advisors, LLC
UNCHANGED
Shares3,881 from 3,881
Change0 (0%)
Value$403.3K (-$36.2K)
Filed 2026-11-03
Ables, Iannone, Moore & Associates, Inc.
INCREASED
Shares3,879 from 3,769
Change+110 (+3%)
Value$403.1K (-$23.8K)
Filed 2026-10-06
Hoge Financial Services, LLC
INCREASED
Shares3,866 from 3,842
Change+24 (+1%)
Value$401.8K (-$33.3K)
Filed 2026-11-05
IMZ Advisory Inc
INCREASED
Shares3,865 from 3,829
Change+36 (+1%)
Value$401.7K (-$32.0K)
Filed 2026-11-03
Royal Harbor Partners, LLC
DECREASED
Shares3,863 from 3,913
Change-50 (-1%)
Value$401.4K (-$41.7K)
Filed 2026-10-29
Armstrong, Fleming & Moore, Inc
UNCHANGED
Shares3,863 from 3,863
Change0 (0%)
Value$401.5K (-$36.1K)
Filed 2026-10-28
Landmark Wealth Management, Inc.
UNCHANGED
Shares3,861 from 3,861
Change0 (0%)
Value$401.2K (-$36.1K)
Filed 2026-11-04
Searcy Financial Services Inc
INCREASED
Shares3,860 from 3,857
Change+3 (+0%)
Value$401.1K (-$35.7K)
Filed 2026-10-07
Prosperitas Financial LLC
INCREASED
Shares3,854 from 3,848
Change+6 (+0%)
Value$400.5K (-$35.3K)
Filed 2026-10-28
DecisionMap Wealth Management, LLC
DECREASED
Shares3,847 from 3,985
Change-138 (-3%)
Value$399.7K (-$51.6K)
Filed 2026-10-29
Verus Financial Partners, Inc.
INCREASED
Shares3,846 from 3,233
Change+613 (+19%)
Value$399.7K (+$33.6K)
Filed 2026-10-29
Rare Wolf Capital LLC
INCREASED
Shares3,841 from 2,951
Change+890 (+30%)
Value$399.2K (+$64.9K)
Filed 2026-10-20
BlueChip Wealth Advisors LLC
INCREASED
Shares3,832 from 3,602
Change+230 (+6%)
Value$398.2K (-$9.7K)
Filed 2026-11-03
Mccarter Private Wealth Services LLC
UNCHANGED
Shares3,825 from 3,825
Change0 (0%)
Value$397.5K (-$35.7K)
Filed 2026-10-22
Centerline Wealth Advisors, LLC
INCREASED
Shares3,817 from 3,767
Change+50 (+1%)
Value$396.7K (-$30.0K)
Filed 2026-10-15
GSG Advisors LLC
DECREASED
Shares3,812 from 5,338
Change-1,526 (-29%)
Value$396.1K (-$208.5K)
Filed 2026-11-03
Burling Wealth Partners, LLC
DECREASED
Shares3,812 from 4,295
Change-483 (-11%)
Value$396.2K (-$90.3K)
Filed 2026-11-09
Cogent Private Wealth, Inc.
DECREASED
Shares3,811 from 3,882
Change-71 (-2%)
Value$396.0K (-$43.6K)
Filed 2026-11-06
Kestra Investment Management, LLC
DECREASED
Shares3,806 from 6,178
Change-2,372 (-38%)
Value$395.5K (-$304.2K)
Filed 2026-11-04
Acorn Creek Capital LLC
DECREASED
Shares3,800 from 3,861
Change-61 (-2%)
Value$394.9K (-$42.4K)
Filed 2026-11-05
Peoples Bank
INCREASED
Shares3,794 from 3,526
Change+268 (+8%)
Value$394.3K (-$5.1K)
Filed 2026-10-26
TigerOak Management, L.L.C.
INCREASED
Shares3,777 from 2,677
Change+1,100 (+41%)
Value$392.5K (+$89.3K)
Filed 2026-10-23
Meredith Wealth Planning
DECREASED
Shares3,775 from 3,906
Change-131 (-3%)
Value$392.2K (-$50.2K)
Filed 2026-10-14
Southern Financial Group, LLC
INCREASED
Shares3,773 from 3,663
Change+110 (+3%)
Value$392.1K (-$22.8K)
Filed 2026-10-30
Winter & Associates, Inc.
INCREASED
Shares3,767 from 3,718
Change+49 (+1%)
Value$444.0K (+$22.8K)
Filed 2026-10-23
Meridian Wealth Partners, LLC
DECREASED
Shares3,763 from 4,749
Change-986 (-21%)
Value$391.1K (-$146.8K)
Filed 2026-11-09
Mill Capital Management, LLC
UNCHANGED
Shares3,747 from 3,747
Change0 (0%)
Value$389.4K (-$35.0K)
Filed 2026-10-26
Equity Wealth Partners, LLC
INCREASED
Shares3,736 from 1,789
Change+1,947 (+109%)
Value$388.2K (+$185.6K)
Filed 2026-10-26
Cottonwood Capital Advisors, LLC
INCREASED
Shares3,736 from 3,735
Change+1 (+0%)
Value$388.2K (-$34.8K)
Filed 2026-10-20
Lorne Steinberg Wealth Management Inc.
UNCHANGED
Shares3,736 from 3,736
Change0 (0%)
Value$388.2K (-$34.9K)
Filed 2026-10-23
Searle & Co.
DECREASED
Shares3,735 from 4,135
Change-400 (-10%)
Value$388.1K (-$80.2K)
Filed 2026-11-04
Cypress Point Wealth Management, LLC
INCREASED
Shares3,729 from 3,362
Change+367 (+11%)
Value$387.5K (+$6.7K)
Filed 2026-11-03
TSA Wealth Managment LLC
INCREASED
Shares3,729 from 3,612
Change+117 (+3%)
Value$387.5K (-$21.6K)
Filed 2026-10-22
BetterWealth, LLC
UNCHANGED
Shares3,729 from 3,729
Change0 (0%)
Value$387.5K (-$34.8K)
Filed 2026-10-15
Split Rock Private Trading & Wealth Management, LLC
INCREASED
Shares3,703 from 3,670
Change+33 (+1%)
Value$384.8K (-$30.8K)
Filed 2026-10-15
McHugh Group, LLC
UNCHANGED
Shares3,700 from 3,700
Change0 (0%)
Value$384.5K (-$34.6K)
Filed 2026-10-19
HMV Wealth Advisors, LLC
UNCHANGED
Shares3,692 from 3,692
Change0 (0%)
Value$383.7K (-$34.5K)
Filed 2026-10-27
ADE, LLC
INCREASED
Shares3,690 from 3,663
Change+27 (+1%)
Value$383.5K (-$31.4K)
Filed 2026-10-29
Sightline Wealth Advisors, LLC
INCREASED
Shares3,688 from 3,681
Change+7 (+0%)
Value$383.3K (-$33.6K)
Filed 2026-10-21
Marquette Asset Management, LLC
DECREASED
Shares3,680 from 3,796
Change-116 (-3%)
Value$382.4K (-$47.5K)
Filed 2026-10-09
Noesis Capital Mangement Corp
INCREASED
Shares3,674 from 3,556
Change+118 (+3%)
Value$381.8K (-$21.0K)
Filed 2026-10-26
Westbourne Investment Advisors, Inc.
DECREASED
Shares3,672 from 3,749
Change-77 (-2%)
Value$381.6K (-$43.0K)
Filed 2026-10-20
Kelly Financial Group LLC
INCREASED
Shares3,663 from 3,545
Change+118 (+3%)
Value$381.0K (-$20.7K)
Filed 2026-10-16
Plante Moran Financial Advisors, LLC
DECREASED
Shares3,661 from 3,711
Change-50 (-1%)
Value$380.5K (-$39.8K)
Filed 2026-11-04
Montchanin Asset Management, LLC
UNCHANGED
Shares3,660 from 3,660
Change0 (0%)
Value$380 (-$414.6K)
Filed 2026-11-02
Johnson & White Wealth Management, LLC
UNCHANGED
Shares3,656 from 3,656
Change0 (0%)
Value$379.9K (-$34.1K)
Filed 2026-11-03
Sigma Investment Counselors Inc
DECREASED
Shares3,654 from 3,861
Change-207 (-5%)
Value$379.8K (-$57.5K)
Filed 2026-10-27
TrustWell Financial Advisors, LLC
INCREASED
Shares3,649 from 2,791
Change+858 (+31%)
Value$379.2K (+$63.1K)
Filed 2026-10-15
Compass Financial Services Inc
UNCHANGED
Shares3,640 from 3,640
Change0 (0%)
Value$378.3K (-$34.0K)
Filed 2026-11-06
Bullseye Investment Management, LLC
UNCHANGED
Shares3,640 from 3,640
Change0 (0%)
Value$378.3K (-$34.0K)
Filed 2026-10-29
Dagco, Inc.
DECREASED
Shares3,624 from 4,497
Change-873 (-19%)
Value$376.6K (-$132.7K)
Filed 2026-10-20
RVW Wealth, LLC
INCREASED
Shares3,610 from 3,591
Change+19 (+1%)
Value$375.2K (-$31.6K)
Filed 2026-10-06
TL Private Wealth
UNCHANGED
Shares3,606 from 3,606
Change0 (0%)
Value$407.8K (+$5.6K)
Filed 2026-10-13
AmeriServ Wealth Advisors
DECREASED
Shares3,605 from 4,539
Change-934 (-21%)
Value$374.6K (-$139.5K)
Filed 2026-10-21
Odyssey Capital Advisors, Inc.
DECREASED
Shares3,601 from 4,021
Change-420 (-10%)
Value$374.2K (-$81.2K)
Filed 2026-10-26
Curat Global, LLC
INCREASED
Shares3,600 from 2,606
Change+994 (+38%)
Value$374.1K (-$17.8K)
Filed 2026-10-26
Maple Capital Management, Inc.
DECREASED
Shares3,565 from 3,908
Change-343 (-9%)
Value$370.5K (-$72.1K)
Filed 2026-11-02
Toews Corp
UNCHANGED
Shares3,555 from 3,555
Change0 (0%)
Value$369.4K (-$33.2K)
Filed 2026-11-09
Grey Fox Wealth Advisors, LLC
DECREASED
Shares3,550 from 3,803
Change-253 (-7%)
Value$368.9K (-$61.8K)
Filed 2026-11-03
Heritage Investment Group, Inc.
INCREASED
Shares3,541 from 3,528
Change+13 (+0%)
Value$368.0K (-$31.6K)
Filed 2026-11-03
CJM Wealth Advisers, Ltd.
DECREASED
Shares3,530 from 3,721
Change-191 (-5%)
Value$366.8K (-$54.6K)
Filed 2026-10-27
Trail Ridge Investment Advisors, LLC
DECREASED
Shares3,519 from 3,558
Change-39 (-1%)
Value$365.7K (-$37.3K)
Filed 2026-10-16
Eurizon SLJ Capital Ltd
INCREASED
Shares3,502 from 3,076
Change+426 (+14%)
Value$363.9K (+$15.5K)
Filed 2026-11-06
Crescent Grove Advisors, LLC
INCREASED
Shares3,498 from 3,497
Change+1 (+0%)
Value$363.5K (-$32.6K)
Filed 2026-10-21
Waller Financial Planning Group, Inc
UNCHANGED
Shares3,498 from 3,498
Change0 (0%)
Value$363.6K (-$32.6K)
Filed 2026-10-07
Argus Investors' Counsel, Inc.
DECREASED
Shares3,495 from 7,773
Change-4,278 (-55%)
Value$363.2K (-$517.2K)
Filed 2026-10-09
Client 1ST Advisory Group, LLC
DECREASED
Shares3,487 from 4,474
Change-987 (-22%)
Value$362.4K (-$144.4K)
Filed 2026-10-19
Acima Private Wealth, LLC
DECREASED
Shares3,486 from 3,900
Change-414 (-11%)
Value$362.3K (-$79.4K)
Filed 2026-10-05
Mountain Capital Investment Advisors Inc.
INCREASED
Shares3,484 from 3,482
Change+2 (+0%)
Value$362.1K (-$32.2K)
Filed 2026-11-06
Opal Wealth Advisors, LLC
DECREASED
Shares3,481 from 3,631
Change-150 (-4%)
Value$361.7K (-$49.5K)
Filed 2026-10-16
Fagan Associates, Inc.
INCREASED
Shares3,479 from 2,119
Change+1,360 (+64%)
Value$361.5K (+$121.5K)
Filed 2026-10-13
Staley Capital Advisers Inc
UNCHANGED
Shares3,477 from 3,477
Change0 (0%)
Value$361.3K (-$32.5K)
Filed 2026-11-06
TriaGen Wealth Management LLC
UNCHANGED
Shares3,472 from 3,472
Change0 (0%)
Value$360.8K (-$32.4K)
Filed 2026-10-14
Keener Financial Planning LLC
UNCHANGED
Shares3,464 from 3,464
Change0 (0%)
Value$360.0K (-$32.0K)
Filed 2026-11-06
Fortitude Family Office, LLC
INCREASED
Shares3,455 from 2,930
Change+525 (+18%)
Value$359.0K (+$27.2K)
Filed 2026-10-14
Marion Wealth Management
INCREASED
Shares3,454 from 3,404
Change+50 (+1%)
Value$358.9K (-$26.6K)
Filed 2026-10-22
Leslie Global Wealth, LLC
INCREASED
Shares3,452 from 3,286
Change+166 (+5%)
Value$358.7K (-$13.4K)
Filed 2026-10-26
WP Advisors, LLC
INCREASED
Shares3,450 from 3,442
Change+8 (+0%)
Value$358.5K (-$31.3K)
Filed 2026-10-22
FIG Financial Advisory Services Inc
UNCHANGED
Shares3,447 from 3,447
Change0 (0%)
Value$358.2K (-$32.2K)
Filed 2026-10-07
Legacy Capital Group California, Inc.
DECREASED
Shares3,430 from 3,651
Change-221 (-6%)
Value$356.4K (-$57.1K)
Filed 2026-11-09
Tenzing Financial LLC
DECREASED
Shares3,414 from 3,476
Change-62 (-2%)
Value$405.2K (+$20.7K)
Filed 2026-11-03
Bonfire Financial
INCREASED
Shares3,400 from 3,335
Change+65 (+2%)
Value$353.4K (-$24.4K)
Filed 2026-11-06
Navalign, LLC
INCREASED
Shares3,390 from 3,106
Change+284 (+9%)
Value$352.3K (+$544)
Filed 2026-11-09
Asio Capital, LLC
DECREASED
Shares3,387 from 3,409
Change-22 (-1%)
Value$352.0K (-$34.1K)
Filed 2026-10-19
Eagle Wealth Strategies LLC
INCREASED
Shares3,386 from 3,335
Change+51 (+2%)
Value$351.9K (-$25.8K)
Filed 2026-10-20
Legacy Solutions, LLC
DECREASED
Shares3,384 from 3,589
Change-205 (-6%)
Value$351.7K (-$54.8K)
Filed 2026-10-07
Scott & Selber, Inc.
UNCHANGED
Shares3,383 from 3,383
Change0 (0%)
Value$351.6K (-$31.6K)
Filed 2026-10-21
Latitude Advisors, LLC
DECREASED
Shares3,374 from 3,422
Change-48 (-1%)
Value$350.6K (-$36.9K)
Filed 2026-10-27
Nolet Wealth Management, LLC
INCREASED
Shares3,370 from 3,273
Change+97 (+3%)
Value$350.2K (-$20.5K)
Filed 2026-10-15
Prairiewood Capital, LLC
INCREASED
Shares3,349 from 3,319
Change+30 (+1%)
Value$348.0K (-$27.8K)
Filed 2026-10-16
CDM Financial Counseling Services, Inc.
INCREASED
Shares3,343 from 3,341
Change+2 (+0%)
Value$347.4K (-$31.0K)
Filed 2026-10-15
Instrumental Wealth, LLC
INCREASED
Shares3,341 from 3,260
Change+81 (+2%)
Value$347.2K (-$22.1K)
Filed 2026-10-20
Catalyst Private Wealth, LLC
NEW
Shares3,340
Change+3,340
Value$347.1K
Filed 2026-10-13
Foundation Wealth Management, Llc\pa
INCREASED
Shares3,340 from 2,249
Change+1,091 (+49%)
Value$347.1K (+$92.4K)
Filed 2026-10-14
BNB Wealth Management, LLC
INCREASED
Shares3,325 from 3,320
Change+5 (+0%)
Value$345.6K (-$30.5K)
Filed 2026-10-28
Rubicon Advisors, GP
INCREASED
Shares3,320 from 2,286
Change+1,034 (+45%)
Value$345.0K (+$86.0K)
Filed 2026-10-23
Alaska Wealth Advisors, LLC
INCREASED
Shares3,316 from 2,918
Change+398 (+14%)
Value$344.5K (+$14.1K)
Filed 2026-11-09
Allen Wealth Management, LLC
DECREASED
Shares3,315 from 6,389
Change-3,074 (-48%)
Value$344.5K (-$379.1K)
Filed 2026-10-29
Ridgeline Wealth Planning, LLC
INCREASED
Shares3,307 from 2,948
Change+359 (+12%)
Value$343.7K (+$9.8K)
Filed 2026-10-29
Intentional Wealth Strategies, LLC
INCREASED
Shares3,305 from 2,162
Change+1,143 (+53%)
Value$343.4K (+$98.6K)
Filed 2026-11-09
ACT Advisors, Llc.
INCREASED
Shares3,297 from 2,739
Change+558 (+20%)
Value$342.7K (+$32.5K)
Filed 2026-10-15
Horizon Wealth Management, LLC
INCREASED
Shares3,296 from 3,291
Change+5 (+0%)
Value$342.5K (-$30.3K)
Filed 2026-11-02
Cora Capital Advisors LLC
INCREASED
Shares3,290 from 3,288
Change+2 (+0%)
Value$341.9K (-$30.5K)
Filed 2026-11-02
Steph & Co
INCREASED
Shares3,289 from 3,054
Change+235 (+8%)
Value$341.8K (-$4.1K)
Filed 2026-10-07
Wheels Up Wealth, Inc.
UNCHANGED
Shares3,285 from 3,285
Change0 (0%)
Value$341.4K (-$30.7K)
Filed 2026-10-27
Rainey & Randall Wealth Advisors Inc.
UNCHANGED
Shares3,283 from 3,283
Change0 (0%)
Value$341.2K (-$30.7K)
Filed 2026-10-26
Avid Wealth Partners LLC
DECREASED
Shares3,275 from 4,377
Change-1,102 (-25%)
Value$340.4K (-$155.4K)
Filed 2026-11-03
Legacy Wealth Partners, LLC
INCREASED
Shares3,273 from 2,963
Change+310 (+10%)
Value$340.1K (+$4.5K)
Filed 2026-10-15
Randall & Associates Wealth Management
INCREASED
Shares3,268 from 2,925
Change+343 (+12%)
Value$339.6K (+$8.3K)
Filed 2026-10-20
MQS Management LLC
NEW
Shares3,262
Change+3,262
Value$339.0K
Filed 2026-11-06
Dakota Community Bank & Trust NA
INCREASED
Shares3,250 from 2,912
Change+338 (+12%)
Value$337.7K (+$7.9K)
Filed 2026-10-09
Storen Legacy Partners, LLC
DECREASED
Shares3,250 from 3,339
Change-89 (-3%)
Value$337.7K (-$40.4K)
Filed 2026-11-09
Cherry Tree Wealth Management, LLC
DECREASED
Shares3,246 from 3,346
Change-100 (-3%)
Value$337.4K (-$41.6K)
Filed 2026-10-15
Financial Concepts Unlimited, Inc.
INCREASED
Shares3,232 from 3,228
Change+4 (+0%)
Value$335.9K (-$29.8K)
Filed 2026-11-06
JBR Co Financial Management Inc
UNCHANGED
Shares3,222 from 3,222
Change0 (0%)
Value$350.6K (-$14.3K)
Filed 2026-10-13
Clark Financial Services Group Inc
DECREASED
Shares3,221 from 6,136
Change-2,915 (-48%)
Value$334.7K (-$360.2K)
Filed 2026-10-19
Shelton Wealth Management, LLC
NEW
Shares3,210
Change+3,210
Value$333.6K
Filed 2026-10-16
Carolina Wealth Management Inc
INCREASED
Shares3,207 from 2,611
Change+596 (+23%)
Value$333.2K (+$37.5K)
Filed 2026-10-29
Mission Financial Group, LLC
DECREASED
Shares3,207 from 3,237
Change-30 (-1%)
Value$333.3K (-$33.3K)
Filed 2026-10-21
Leonard Rickey Investment Advisors P.L.L.C.
DECREASED
Shares3,205 from 3,219
Change-14 (0%)
Value$333.0K (-$31.5K)
Filed 2026-10-29
Obsidian CIO, LLC
INCREASED
Shares3,202 from 2,949
Change+253 (+9%)
Value$332.7K (-$1.3K)
Filed 2026-11-05
Walser Wealth Management Company, A Ltd Liability Co
INCREASED
Shares3,197 from 2,758
Change+439 (+16%)
Value$332.3K (+$19.9K)
Filed 2026-10-15
Matrix Asset Advisors Inc
UNCHANGED
Shares3,191 from 3,191
Change0 (0%)
Value$331.6K (-$29.8K)
Filed 2026-10-13
Alpine Bank Wealth Management
DECREASED
Shares3,183 from 3,340
Change-157 (-5%)
Value$330.8K (-$47.5K)
Filed 2026-10-16
Hibernia Wealth Partners, LLC
INCREASED
Shares3,169 from 2,102
Change+1,067 (+51%)
Value$329.3K (+$91.3K)
Filed 2026-10-29
tru Independence LLC
INCREASED
Shares3,169 from 2,150
Change+1,019 (+47%)
Value$329.4K (+$85.8K)
Filed 2026-10-20
TFB Advisors LLC
NEW
Shares3,168
Change+3,168
Value$329.2K
Filed 2026-11-02
Melfa Wealth Management, Inc.
NEW
Shares3,166
Change+3,166
Value$329.0K
Filed 2026-11-06
Yoder Wealth Management, Inc.
INCREASED
Shares3,164 from 2,936
Change+228 (+8%)
Value$328.8K (-$3.7K)
Filed 2026-10-13
Values Added Financial LLC
DECREASED
Shares3,163 from 3,179
Change-16 (0%)
Value$328.7K (-$31.4K)
Filed 2026-10-28
Darrow Company, Inc.
UNCHANGED
Shares3,154 from 3,154
Change0 (0%)
Value$327.8K (-$29.5K)
Filed 2026-10-22
Lawson Kroeker Investment Management Inc
UNCHANGED
Shares3,150 from 3,150
Change0 (0%)
Value$327.3K (-$29.4K)
Filed 2026-10-22
Iron Financial LLC
DECREASED
Shares3,148 from 10,888
Change-7,740 (-71%)
Value$327.1K (-$906.0K)
Filed 2026-10-23
Prospera Capital Management, LLC
INCREASED
Shares3,148 from 2,836
Change+312 (+11%)
Value$327.1K (+$12.2K)
Filed 2026-10-19
Carl P. Sherr & Co., LLC
DECREASED
Shares3,144 from 3,368
Change-224 (-7%)
Value$326.7K (-$54.7K)
Filed 2026-11-06
Blue Zone Wealth Advisors, LLC
DECREASED
Shares3,139 from 3,165
Change-26 (-1%)
Value$326.2K (-$32.3K)
Filed 2026-10-19
Strata Wealth Advisors, LLC
INCREASED
Shares3,104 from 2,800
Change+304 (+11%)
Value$322.6K (+$5.4K)
Filed 2026-10-16
Master's Wealth Management Inc.
INCREASED
Shares3,102 from 2,613
Change+489 (+19%)
Value$322.3K (+$26.4K)
Filed 2026-10-22
Kendall Capital Management
DECREASED
Shares3,098 from 3,408
Change-310 (-9%)
Value$321.9K (-$64.0K)
Filed 2026-10-23
Marks Group Wealth Management, Inc
DECREASED
Shares3,096 from 3,255
Change-159 (-5%)
Value$321.7K (-$46.9K)
Filed 2026-11-05
Arch Global Advisors, LLC
DECREASED
Shares3,093 from 3,201
Change-108 (-3%)
Value$321.4K (-$41.1K)
Filed 2026-10-23
Integris Wealth Management, LLC
INCREASED
Shares3,091 from 2,610
Change+481 (+18%)
Value$321.2K (+$25.6K)
Filed 2026-10-14
Kelly Financial Services LLC
INCREASED
Shares3,089 from 3,038
Change+51 (+2%)
Value$321.0K (-$23.2K)
Filed 2026-10-20
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED
Shares3,087 from 3,103
Change-16 (-1%)
Value$320.8K (-$30.6K)
Filed 2026-10-13
Avaii Wealth Management, LLC
DECREASED
Shares3,081 from 3,593
Change-512 (-14%)
Value$321.2K (-$85.7K)
Filed 2026-10-09
Market Street Wealth Management Advisors LLC
INCREASED
Shares3,080 from 2,600
Change+480 (+18%)
Value$320.0K (+$25.6K)
Filed 2026-10-09
Alterna Wealth Management, Inc
INCREASED
Shares3,077 from 2,947
Change+130 (+4%)
Value$319.8K (-$14.0K)
Filed 2026-10-27
Post Resch Tallon Group Inc.
INCREASED
Shares3,071 from 2,971
Change+100 (+3%)
Value$319.1K (-$17.4K)
Filed 2026-10-09
RAM Investment Partners, LLC
INCREASED
Shares3,069 from 2,975
Change+94 (+3%)
Value$318.9K (-$18.0K)
Filed 2026-10-21
Vilga Financial Planning LLC
INCREASED
Shares3,065 from 2,929
Change+136 (+5%)
Value$318.5K (-$13.2K)
Filed 2026-10-09
Boyum Wealth Architects LLC
INCREASED
Shares3,062 from 3,002
Change+60 (+2%)
Value$319.2K (-$25.3K)
Filed 2026-10-06
Green Ridge Wealth Planning LLC
DECREASED
Shares3,060 from 4,008
Change-948 (-24%)
Value$318.0K (-$136.0K)
Filed 2026-10-08
Sculati Wealth Management, LLC
DECREASED
Shares3,059 from 3,360
Change-301 (-9%)
Value$345.9K (-$37.9K)
Filed 2026-10-19
Villere ST Denis J & Co LLC
UNCHANGED
Shares3,056 from 3,056
Change0 (0%)
Value$317.6K (-$28.5K)
Filed 2026-11-04
Cottage Street Advisors LLC
DECREASED
Shares3,054 from 3,731
Change-677 (-18%)
Value$317.4K (-$105.2K)
Filed 2026-10-19
Macroview Investment Management LLC
DECREASED
Shares3,053 from 3,343
Change-290 (-9%)
Value$317.3K (-$61.4K)
Filed 2026-10-26
Lakeshore Financial Planning, Inc.
UNCHANGED
Shares3,051 from 3,051
Change0 (0%)
Value$317.1K (-$28.5K)
Filed 2026-10-13
Ticino Wealth
DECREASED
Shares3,048 from 3,183
Change-135 (-4%)
Value$316.7K (-$43.8K)
Filed 2026-10-13
Fiscal Wisdom Wealth Management, LLC
DECREASED
Shares3,048 from 3,063
Change-15 (0%)
Value$316.8K (-$30.2K)
Filed 2026-10-16
Sollinda Capital Management LLC
INCREASED
Shares3,042 from 2,914
Change+128 (+4%)
Value$316.1K (-$13.9K)
Filed 2026-11-09
Taylor Securities Services, Inc.
DECREASED
Shares3,038 from 4,379
Change-1,341 (-31%)
Value$315.7K (-$180.3K)
Filed 2026-10-20
Ring Mountain Capital, LLC
DECREASED
Shares3,036 from 3,222
Change-186 (-6%)
Value$315.5K (-$49.4K)
Filed 2026-10-13
truNorth Financial Services, Inc.
UNCHANGED
Shares3,035 from 3,035
Change0 (0%)
Value$315.4K (-$28.3K)
Filed 2026-11-06
Cookson Peirce & Co Inc
DECREASED
Shares3,027 from 4,400
Change-1,373 (-31%)
Value$314.6K (-$183.8K)
Filed 2026-10-30
Sovereign Investment Advisors, LLC
DECREASED
Shares3,021 from 5,197
Change-2,176 (-42%)
Value$313.9K (-$274.7K)
Filed 2026-11-09
Retirement Guys Formula LLC
DECREASED
Shares3,019 from 28,760
Change-25,741 (-89%)
Value$318.7K (-$2.9M)
Filed 2026-10-26
Dynamic Financial Group
INCREASED
Shares3,015 from 3,008
Change+7 (+0%)
Value$313.3K (-$27.4K)
Filed 2026-10-28
Argos Wealth Advisors, LLC
INCREASED
Shares3,013 from 2,985
Change+28 (+1%)
Value$313.1K (-$25.0K)
Filed 2026-11-02
Baring Financial LLC
DECREASED
Shares3,006 from 3,034
Change-28 (-1%)
Value$312.4K (-$31.2K)
Filed 2026-10-07
Powell Investment Advisors, LLC
UNCHANGED
Shares3,006 from 3,006
Change0 (0%)
Value$312.4K (-$28.1K)
Filed 2026-10-22
Pictet North America Advisors SA
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$311.8K (-$28.0K)
Filed 2026-10-21
A. D. Beadell Investment Counsel, Inc.
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$311 (-$28)
Filed 2026-10-14
Dodds Wealth, LLC
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$311.8K (-$28.0K)
Filed 2026-11-02
Mcdonald Partners LLC
INCREASED
Shares2,995 from 2,795
Change+200 (+7%)
Value$311.2K (-$5.3K)
Filed 2026-11-03
Grand Wealth Management, LLC
INCREASED
Shares2,991 from 2,150
Change+841 (+39%)
Value$310.8K (+$67.3K)
Filed 2026-11-09
Warner Financial, Inc
DECREASED
Shares2,989 from 2,994
Change-5 (0%)
Value$310.6K (-$28.5K)
Filed 2026-11-06
Prudent Man Investment Management, Inc.
INCREASED
Shares2,987 from 2,969
Change+18 (+1%)
Value$310.4K (-$20.4K)
Filed 2026-11-03
First Financial Group Corp
DECREASED
Shares2,986 from 3,016
Change-30 (-1%)
Value$310.3K (-$31.3K)
Filed 2026-10-22
Henderson Brothers Financial Partners, LLC
DECREASED
Shares2,981 from 2,983
Change-2 (0%)
Value$309.8K (-$28.1K)
Filed 2026-11-03
Portfolio Strategies, Inc.
UNCHANGED
Shares2,981 from 2,981
Change0 (0%)
Value$309.8K (-$27.8K)
Filed 2026-11-06
Salomon & Ludwin, LLC
DECREASED
Shares2,975 from 2,983
Change-8 (0%)
Value$309.2K (-$15.4K)
Filed 2026-10-29
jvl associates llc
INCREASED
Shares2,972 from 2,200
Change+772 (+35%)
Value$308.9K (+$59.7K)
Filed 2026-10-09
Opinicus Capital, Inc.
INCREASED
Shares2,971 from 2,825
Change+146 (+5%)
Value$308.7K (-$11.2K)
Filed 2026-10-28
Del-Sette Capital Management, LLC
DECREASED
Shares2,965 from 3,703
Change-738 (-20%)
Value$308.1K (-$111.3K)
Filed 2026-10-23
Avity Investment Management Inc.
DECREASED
Shares2,965 from 3,415
Change-450 (-13%)
Value$308.1K (-$78.7K)
Filed 2026-10-09
Palatine Hill Wealth Management, LLC
UNCHANGED
Shares2,963 from 2,963
Change0 (0%)
Value$308.0K (-$27.6K)
Filed 2026-11-03
Leisure Capital Management
INCREASED
Shares2,962 from 2,960
Change+2 (+0%)
Value$307.8K (-$27.4K)
Filed 2026-11-03
Landaas & Co
DECREASED
Shares2,960 from 3,101
Change-141 (-5%)
Value$307.6K (-$43.6K)
Filed 2026-10-29
Dynamic Wealth Strategies, LLC
INCREASED
Shares2,958 from 2,919
Change+39 (+1%)
Value$307.4K (-$23.2K)
Filed 2026-10-16
Cpwa, LLC
DECREASED
Shares2,958 from 2,970
Change-12 (0%)
Value$334.5K (-$1.9K)
Filed 2026-11-04
BCU Wealth Advisors, LLC
DECREASED
Shares2,956 from 2,971
Change-15 (0%)
Value$307.2K (-$29.3K)
Filed 2026-10-16
Schwartz Investment Counsel Inc
UNCHANGED
Shares2,950 from 2,950
Change0 (0%)
Value$306.6K (-$27.6K)
Filed 2026-10-26
Old Peak Finance LLC
INCREASED
Shares2,947 from 2,764
Change+183 (+7%)
Value$306.2K (-$6.9K)
Filed 2026-11-02
Colorado Capital Management, Inc.
INCREASED
Shares2,942 from 2,723
Change+219 (+8%)
Value$306 (-$2)
Filed 2026-10-15
Grantvest Financial Group LLC
UNCHANGED
Shares2,927 from 2,927
Change0 (0%)
Value$304.2K (-$27.3K)
Filed 2026-10-21
Cornell Pochily Investment Advisors, Inc.
DECREASED
Shares2,917 from 3,599
Change-682 (-19%)
Value$303.1K (-$104.5K)
Filed 2026-10-19
Amicus Financial Advisors, LLC
INCREASED
Shares2,910 from 2,856
Change+54 (+2%)
Value$302.4K (-$21.0K)
Filed 2026-11-03
Professional Advisory Services Inc
DECREASED
Shares2,900 from 2,950
Change-50 (-2%)
Value$301 (-$33)
Filed 2026-10-08
Cherrydale Wealth Management, LLC
INCREASED
Shares2,899 from 2,849
Change+50 (+2%)
Value$301.2K (-$21.4K)
Filed 2026-10-20
Talbot Financial, LLC
INCREASED
Shares2,895 from 2,745
Change+150 (+5%)
Value$300.8K (-$10.1K)
Filed 2026-10-19
Provident Wealth Management, LLC
DECREASED
Shares2,889 from 4,092
Change-1,203 (-29%)
Value$300.2K (-$163.2K)
Filed 2026-10-20
Karras Company, Inc.
DECREASED
Shares2,888 from 2,933
Change-45 (-2%)
Value$300.2K (-$32.1K)
Filed 2026-10-16
Conrad Siegel Investment Advisors, Inc.
DECREASED
Shares2,882 from 3,257
Change-375 (-12%)
Value$299.5K (-$69.4K)
Filed 2026-10-08
Northern Lights Advisors, Inc.
DECREASED
Shares2,875 from 3,193
Change-318 (-10%)
Value$298.8K (-$62.9K)
Filed 2026-10-21
Highland Investment Advisors LLC
INCREASED
Shares2,868 from 2,686
Change+182 (+7%)
Value$298.1K (-$6.2K)
Filed 2026-11-09
Stanley-Laman Group, Ltd.
DECREASED
Shares2,860 from 2,870
Change-10 (0%)
Value$297.2K (-$27.8K)
Filed 2026-10-20
Guardian Wealth Advisors, LLC
DECREASED
Shares2,859 from 3,335
Change-476 (-14%)
Value$341.1K (-$36.6K)
Filed 2026-10-30
ETF Portfolio Partners, Inc.
UNCHANGED
Shares2,859 from 2,859
Change0 (0%)
Value$297.1K (-$26.7K)
Filed 2026-10-22
AdviceOne Advisory Services, LLC
UNCHANGED
Shares2,853 from 2,853
Change0 (0%)
Value$296.5K (-$26.6K)
Filed 2026-10-19
True Link Financial Advisors, LLC
DECREASED
Shares2,852 from 3,151
Change-299 (-9%)
Value$296.4K (-$60.5K)
Filed 2026-10-27
Blume Capital Management, Inc.
UNCHANGED
Shares2,850 from 2,850
Change0 (0%)
Value$296.2K (-$26.6K)
Filed 2026-10-26
Chapman Financial Group, LLC
UNCHANGED
Shares2,850 from 2,850
Change0 (0%)
Value$296.2K (-$26.6K)
Filed 2026-10-26
Tactive Advisors, LLC
DECREASED
Shares2,838 from 3,197
Change-359 (-11%)
Value$294.9K (-$67.2K)
Filed 2026-10-08
Eagle Capital Management, LLC
DECREASED
Shares2,837 from 4,167
Change-1,330 (-32%)
Value$295 (-$177)
Filed 2026-10-19
Dhjj Financial Advisors, Ltd.
DECREASED
Shares2,833 from 2,852
Change-19 (-1%)
Value$294.4K (-$28.6K)
Filed 2026-10-23
Hill Island Financial LLC
DECREASED
Shares2,827 from 2,917
Change-90 (-3%)
Value$293.8K (-$36.6K)
Filed 2026-10-20
Invested Advisors
DECREASED
Shares2,818 from 2,997
Change-179 (-6%)
Value$292.8K (-$46.6K)
Filed 2026-10-23
Dahring | Cusmano LLC
INCREASED
Shares2,814 from 2,807
Change+7 (+0%)
Value$292.4K (-$25.5K)
Filed 2026-11-03
Security National Bank
INCREASED
Shares2,808 from 2,788
Change+20 (+1%)
Value$291.8K (-$24.0K)
Filed 2026-10-26
Northland Securities, Inc.
DECREASED
Shares2,802 from 2,902
Change-100 (-3%)
Value$291.2K (-$37.5K)
Filed 2026-11-02
Gradient Capital Advisors, LLC
INCREASED
Shares2,802 from 2,737
Change+65 (+2%)
Value$291.2K (-$18.8K)
Filed 2026-10-21
Sage Investment Counsel LLC
INCREASED
Shares2,802 from 2,800
Change+2 (+0%)
Value$291.2K (-$25.9K)
Filed 2026-10-26
Acorn Financial Advisory Services Inc
INCREASED
Shares2,798 from 2,683
Change+115 (+4%)
Value$290.8K (-$13.1K)
Filed 2026-11-02
Activest Wealth Management
DECREASED
Shares2,797 from 3,000
Change-203 (-7%)
Value$290.7K (-$49.1K)
Filed 2026-10-15
Level Wealth Management LLC
NEW
Shares2,787
Change+2,787
Value$289.6K
Filed 2026-10-23
Hopwood Financial Services, Inc.
DECREASED
Shares2,786 from 3,036
Change-250 (-8%)
Value$289.5K (-$54.3K)
Filed 2026-10-29
Orca Wealth Management, LLC
INCREASED
Shares2,784 from 2,781
Change+3 (+0%)
Value$289.3K (-$25.7K)
Filed 2026-10-14
KFG LLC
NEW
Shares2,783
Change+2,783
Value$289.2K
Filed 2026-11-02
J.Safra Asset Management Corp
UNCHANGED
Shares2,777 from 2,777
Change0 (0%)
Value$288.6K (-$25.9K)
Filed 2026-11-03
GuidedMoney, LLC
UNCHANGED
Shares2,775 from 2,775
Change0 (0%)
Value$288.4K (-$25.9K)
Filed 2026-10-29
Sentinel Pension Advisors, LLC
INCREASED
Shares2,772 from 2,159
Change+613 (+28%)
Value$288.1K (+$41.4K)
Filed 2026-11-02
Hughes Financial Services, LLC
INCREASED
Shares2,764 from 2,558
Change+206 (+8%)
Value$335.1K (+$45.4K)
Filed 2026-10-30
Meadowbrook Wealth Management, LLC
INCREASED
Shares2,764 from 2,704
Change+60 (+2%)
Value$287.2K (-$7.0K)
Filed 2026-10-08
Holos Integrated Wealth LLC
UNCHANGED
Shares2,754 from 2,754
Change0 (0%)
Value$326.9K (+$19.7K)
Filed 2026-10-23
Reston Wealth Management LLC
INCREASED
Shares2,747 from 2,342
Change+405 (+17%)
Value$285.5K (+$20.3K)
Filed 2026-10-29
Flagstone Financial Management
UNCHANGED
Shares2,745 from 2,745
Change0 (0%)
Value$285.2K (-$25.6K)
Filed 2026-11-05
Daviman Financial, LLC
INCREASED
Shares2,744 from 2,558
Change+186 (+7%)
Value$285.2K (-$4.5K)
Filed 2026-11-06
Strategic Wealth Investment Group, LLC
DECREASED
Shares2,738 from 4,179
Change-1,441 (-34%)
Value$284.5K (-$188.8K)
Filed 2026-10-29
Miller Wealth Advisors, LLC
UNCHANGED
Shares2,736 from 2,736
Change0 (0%)
Value$284.3K (-$25.6K)
Filed 2026-11-02
Essential Investment Partners LLC
DECREASED
Shares2,730 from 3,000
Change-270 (-9%)
Value$283.7K (-$56.1K)
Filed 2026-10-27
John Boyer, Inc.
INCREASED
Shares2,721 from 2,715
Change+6 (+0%)
Value$282.7K (-$24.8K)
Filed 2026-10-27
Penn Davis Mcfarland Inc
UNCHANGED
Shares2,720 from 2,720
Change0 (0%)
Value$282.7K (-$25.4K)
Filed 2026-10-23
Sterling Manor Financial, LLC
NEW
Shares2,714
Change+2,714
Value$282.0K
Filed 2026-10-21
Curry Webb Wealth Management LLC
UNCHANGED
Shares2,714 from 2,714
Change0 (0%)
Value$307.4K ($0)
Filed 2026-10-22
Citrine Capital LLC
INCREASED
Shares2,710 from 2,613
Change+97 (+4%)
Value$281.6K (-$14.3K)
Filed 2026-10-14
Triumph Capital Management
INCREASED
Shares2,706 from 2,536
Change+170 (+7%)
Value$281.2K (-$6.1K)
Filed 2026-10-14
Wright Wealth LLC
DECREASED
Shares2,703 from 3,083
Change-380 (-12%)
Value$280.9K (-$68.3K)
Filed 2026-10-29
Reik & Co., LLC
UNCHANGED
Shares2,700 from 2,700
Change0 (0%)
Value$280.6K (-$25.2K)
Filed 2026-10-27
Advus Financial Partners, LLC
DECREASED
Shares2,699 from 3,317
Change-618 (-19%)
Value$280.4K (-$95.3K)
Filed 2026-10-20
Stonekeep Investments, LLC
DECREASED
Shares2,697 from 2,716
Change-19 (-1%)
Value$280.3K (+$280.0K)
Filed 2026-10-15
Cooper S Advisors, LLC
DECREASED
Shares2,693 from 2,695
Change-2 (0%)
Value$279.9K (-$25.4K)
Filed 2026-11-03
Intrinsic Value Partners, LLC
UNCHANGED
Shares2,691 from 2,691
Change0 (0%)
Value$279.6K (-$25.1K)
Filed 2026-11-09
Deroy & Devereaux Private Investment Counsel Inc
UNCHANGED
Shares2,691 from 2,691
Change0 (0%)
Value$280 (-$304.7K)
Filed 2026-10-26
Stockman Wealth Management, Inc.
INCREASED
Shares2,689 from 2,366
Change+323 (+14%)
Value$279.4K (+$11.5K)
Filed 2026-10-27
Carmel Capital Partners, LLC
DECREASED
Shares2,685 from 4,937
Change-2,252 (-46%)
Value$279.0K (-$280.1K)
Filed 2026-11-03
Opus Capital Group, LLC
UNCHANGED
Shares2,685 from 2,685
Change0 (0%)
Value$279 (-$303.7K)
Filed 2026-10-30
Graham Capital Wealth Management, LLC
UNCHANGED
Shares2,683 from 2,683
Change0 (0%)
Value$278.8K (-$25.1K)
Filed 2026-10-26
Financial Planning Navigators Corp
INCREASED
Shares2,678 from 2,451
Change+227 (+9%)
Value$278.3K (+$699)
Filed 2026-10-14
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares2,676 from 4,547
Change-1,871 (-41%)
Value$278.1K (-$236.9K)
Filed 2026-10-16
Smith Partners Wealth Management, LLC
NEW
Shares2,674
Change+2,674
Value$277.9K
Filed 2026-11-05
Peck Wealth Management, LLC
UNCHANGED
Shares2,674 from 2,674
Change0 (0%)
Value$277.9K (-$25.0K)
Filed 2026-10-29
Arbor Investment Advisors, LLC
DECREASED
Shares2,664 from 3,735
Change-1,071 (-29%)
Value$276.8K (-$146.2K)
Filed 2026-10-26
Garrison Bradford & Associates Inc
UNCHANGED
Shares2,664 from 2,664
Change0 (0%)
Value$276.8K (-$24.9K)
Filed 2026-10-27
Johnson Financial Group, LLC
DECREASED
Shares2,662 from 7,632
Change-4,970 (-65%)
Value$276.6K (-$587.8K)
Filed 2026-11-03
ODonnell Financial Services, LLC
INCREASED
Shares2,648 from 1,812
Change+836 (+46%)
Value$275.2K (+$69.9K)
Filed 2026-11-09
James J. Burns & Company, LLC
INCREASED
Shares2,639 from 2,480
Change+159 (+6%)
Value$274.2K (-$6.7K)
Filed 2026-10-22
Griffith & Werner, Inc.
DECREASED
Shares2,636 from 2,651
Change-15 (-1%)
Value$273.9K (-$26.1K)
Filed 2026-11-04
Elser Financial Planning, Inc
INCREASED
Shares2,635 from 2,534
Change+101 (+4%)
Value$273.8K (-$13.2K)
Filed 2026-10-16
Parrish Capital LLC
DECREASED
Shares2,630 from 4,873
Change-2,243 (-46%)
Value$273.3K (-$278.6K)
Filed 2026-10-01
Omnitrust Wealth Management, Inc
NEW
Shares2,628
Change+2,628
Value$273.1K
Filed 2026-11-02
Camelot Portfolios, LLC
UNCHANGED
Shares2,626 from 2,626
Change0 (0%)
Value$272.9K (-$24.5K)
Filed 2026-11-09
Bedminster, LLC
UNCHANGED
Shares2,625 from 2,625
Change0 (0%)
Value$272.8K (-$24.5K)
Filed 2026-11-04
Tribridge Partners Financial LLC
INCREASED
Shares2,622 from 2,594
Change+28 (+1%)
Value$334.8K (+$44.9K)
Filed 2026-11-09
Mader & Shannon Wealth Management, Inc.
INCREASED
Shares2,619 from 2,492
Change+127 (+5%)
Value$272.2K (-$10.1K)
Filed 2026-11-02
Berkshire Money Management, Inc.
NEW
Shares2,617
Change+2,617
Value$272.0K
Filed 2026-10-21
Brooklyn FI, LLC
NEW
Shares2,614
Change+2,614
Value$337.7K
Filed 2026-11-05
Poinciana Advisors Group, LLC
INCREASED
Shares2,604 from 2,603
Change+1 (+0%)
Value$270.6K (-$24.3K)
Filed 2026-11-06
Brown Wealth Management, LLC
DECREASED
Shares2,592 from 3,290
Change-698 (-21%)
Value$269.4K (-$103.3K)
Filed 2026-10-20
BankPlus Wealth Management LLC
INCREASED
Shares2,592 from 2,440
Change+152 (+6%)
Value$269.2K (-$7.3K)
Filed 2026-10-13
Blankinship & Foster, LLC
INCREASED
Shares2,591 from 2,538
Change+53 (+2%)
Value$269.2K (-$18.3K)
Filed 2026-10-19
Dupree Financial Group, LLC
INCREASED
Shares2,589 from 1,813
Change+776 (+43%)
Value$269.0K (+$63.7K)
Filed 2026-10-09
Visionary Horizons, LLC
NEW
Shares2,588
Change+2,588
Value$269.0K
Filed 2026-10-22
Mcdaniel Terry & Co
DECREASED
Shares2,586 from 2,587
Change-1 (0%)
Value$268.7K (-$24.3K)
Filed 2026-11-05
Abacus Wealth Partners, LLC
DECREASED
Shares2,585 from 3,862
Change-1,277 (-33%)
Value$268.7K (-$168.8K)
Filed 2026-11-03
Cornerstone Planning Group LLC
INCREASED
Shares2,575 from 2,528
Change+47 (+2%)
Value$286.7K (+$10.3K)
Filed 2026-10-16
Veery Capital, LLC
DECREASED
Shares2,575 from 2,594
Change-19 (-1%)
Value$267.6K (-$26.2K)
Filed 2026-10-07
Sage Investment Advisers LLC
INCREASED
Shares2,574 from 2,564
Change+10 (+0%)
Value$267.5K (-$22.9K)
Filed 2026-10-21
Regatta Capital Group, LLC
INCREASED
Shares2,563 from 2,522
Change+41 (+2%)
Value$266.3K (-$19.3K)
Filed 2026-10-23
Expressive Wealth LLC
DECREASED
Shares2,559 from 6,323
Change-3,764 (-60%)
Value$265.9K (-$450.2K)
Filed 2026-11-09
Brown Financial Advisory
DECREASED
Shares2,553 from 3,415
Change-862 (-25%)
Value$265.3K (-$121.5K)
Filed 2026-11-05
IVC Wealth Advisors LLC
INCREASED
Shares2,553 from 2,372
Change+181 (+8%)
Value$265.3K (-$3.3K)
Filed 2026-10-23
Accelerate Investment Advisors LLC
DECREASED
Shares2,553 from 2,670
Change-117 (-4%)
Value$265.3K (-$37.1K)
Filed 2026-11-02
Chiron Capital Management, LLC
DECREASED
Shares2,551 from 2,562
Change-11 (0%)
Value$265.1K (-$25.1K)
Filed 2026-10-15
Park Place Capital Corp
DECREASED
Shares2,548 from 27,204
Change-24,656 (-91%)
Value$264.8K (-$2.8M)
Filed 2026-11-09
Matauro, LLC
INCREASED
Shares2,540 from 2,436
Change+104 (+4%)
Value$264.0K (-$11.8K)
Filed 2026-11-03
Barton Investment Management
UNCHANGED
Shares2,535 from 2,535
Change0 (0%)
Value$263.4K (-$23.7K)
Filed 2026-10-27
Cassilly Financial Group LLC
INCREASED
Shares2,529 from 2,264
Change+265 (+12%)
Value$262.8K (+$6.4K)
Filed 2026-10-07
Spectrum Advisors, Inc.
DECREASED
Shares2,528 from 2,566
Change-38 (-1%)
Value$262.8K (-$27.9K)
Filed 2026-11-03
RED Lighthouse Investment Management, LLC
DECREASED
Shares2,521 from 2,537
Change-16 (-1%)
Value$262.0K (-$25.4K)
Filed 2026-11-02
Valley Wealth Managers, Inc.
UNCHANGED
Shares2,510 from 2,510
Change0 (0%)
Value$260.8K (-$23.4K)
Filed 2026-10-09
SLT Holdings LLC
DECREASED
Shares2,502 from 3,932
Change-1,430 (-36%)
Value$260.0K (-$185.3K)
Filed 2026-10-15
Redwood Financial Network Corp
DECREASED
Shares2,501 from 2,713
Change-212 (-8%)
Value$259.9K (-$47.4K)
Filed 2026-11-03
Sloy Dahl & Holst, LLC
INCREASED
Shares2,491 from 2,001
Change+490 (+24%)
Value$258.9K (+$32.2K)
Filed 2026-10-14
Cranbrook Wealth Management, LLC
INCREASED
Shares2,491 from 2,490
Change+1 (+0%)
Value$258.8K (-$23.2K)
Filed 2026-10-28
William Mack & Associates, Inc.
INCREASED
Shares2,490 from 2,424
Change+66 (+3%)
Value$258.8K (-$15.7K)
Filed 2026-10-27
Share Andrew L.
NEW
Shares2,488
Change+2,488
Value$258.6K
Filed 2026-11-06
Cosner Financial Group, LLC
UNCHANGED
Shares2,488 from 2,488
Change0 (0%)
Value$258.6K (-$23.2K)
Filed 2026-11-03
Smallwood Wealth Investment Management, LLC
INCREASED
Shares2,467 from 2,266
Change+201 (+9%)
Value$256.4K (-$280)
Filed 2026-10-30
Financial Symmetry Inc
DECREASED
Shares2,460 from 2,639
Change-179 (-7%)
Value$255.6K (-$43.3K)
Filed 2026-10-06
Buttonwood Financial Advisors Inc.
DECREASED
Shares2,457 from 2,621
Change-164 (-6%)
Value$255.3K (-$41.6K)
Filed 2026-10-13
Hidden Cove Wealth Management, LLC
DECREASED
Shares2,454 from 2,522
Change-68 (-3%)
Value$255.0K (-$30.6K)
Filed 2026-10-19
Nautilus Advisors LLC
NEW
Shares2,452
Change+2,452
Value$254.8K
Filed 2026-10-07
Astra Wealth Partners LLC
DECREASED
Shares2,449 from 2,802
Change-353 (-13%)
Value$254.5K (-$62.9K)
Filed 2026-11-06
WPG Advisers, LLC
DECREASED
Shares2,447 from 2,551
Change-104 (-4%)
Value$254.3K (-$34.6K)
Filed 2026-10-27
Altiora Financial Group, LLC
DECREASED
Shares2,447 from 2,448
Change-1 (0%)
Value$254.3K (-$23.0K)
Filed 2026-11-04
Sierra Ocean, LLC
DECREASED
Shares2,443 from 2,505
Change-62 (-2%)
Value$253.8K (-$29.9K)
Filed 2026-11-03
Journey Beyond Wealth, LLC
DECREASED
Shares2,431 from 2,891
Change-460 (-16%)
Value$252.6K (-$74.8K)
Filed 2026-11-04
RFG Holdings, Inc.
DECREASED
Shares2,428 from 2,473
Change-45 (-2%)
Value$252.4K (-$27.8K)
Filed 2026-10-30
Altar Rock LLC
DECREASED
Shares2,425 from 2,942
Change-517 (-18%)
Value$270.0K (-$63.2K)
Filed 2026-11-06
Base Wealth Management LLC
INCREASED
Shares2,424 from 2,408
Change+16 (+1%)
Value$251.9K (-$20.8K)
Filed 2026-10-21
Crane Advisory, LLC
UNCHANGED
Shares2,424 from 2,424
Change0 (0%)
Value$254.7K (-$23.9K)
Filed 2026-10-13
Cathy Pareto & Associates, Inc
DECREASED
Shares2,423 from 2,538
Change-115 (-5%)
Value$252.3K (-$35.5K)
Filed 2026-10-15
GenTrust, LLC
NEW
Shares2,422
Change+2,422
Value$251.7K
Filed 2026-11-06
Philip James Wealth Mangement, LLC
INCREASED
Shares2,420 from 2,418
Change+2 (+0%)
Value$251.5K (-$22.4K)
Filed 2026-10-27
Global Wealth Management, LLC
INCREASED
Shares2,415 from 2,410
Change+5 (+0%)
Value$251.0K (-$22.0K)
Filed 2026-10-15
Longview Financial Advisors, Inc.
DECREASED
Shares2,414 from 2,590
Change-176 (-7%)
Value$250.9K (-$42.4K)
Filed 2026-10-09
Diversified Portfolios, Inc.
DECREASED
Shares2,412 from 2,477
Change-65 (-3%)
Value$250.7K (-$29.9K)
Filed 2026-11-04
WealthTrust Asset Management, LLC
INCREASED
Shares2,405 from 1,843
Change+562 (+30%)
Value$249.9K (+$41.2K)
Filed 2026-10-22
Taylor Financial Group, Inc.
UNCHANGED
Shares2,405 from 2,405
Change0 (0%)
Value$249.9K (-$22.5K)
Filed 2026-11-02
Keeler Thomas Management LLC
UNCHANGED
Shares2,401 from 2,401
Change0 (0%)
Value$249.5K (-$22.4K)
Filed 2026-10-29
Milestones Private Investment Advisors LLC
UNCHANGED
Shares2,400 from 2,400
Change0 (0%)
Value$249.4K (-$22.4K)
Filed 2026-10-19
Ariadne Wealth Management, LP
INCREASED
Shares2,393 from 1,820
Change+573 (+31%)
Value$248.7K (+$42.5K)
Filed 2026-11-06
Stone House Investment Management, LLC
DECREASED
Shares2,383 from 2,661
Change-278 (-10%)
Value$247.7K (-$53.7K)
Filed 2026-10-23
Discipline Wealth Solutions, LLC
DECREASED
Shares2,382 from 2,633
Change-251 (-10%)
Value$247.5K (-$50.8K)
Filed 2026-10-14
Harbour Capital Advisors, LLC
UNCHANGED
Shares2,375 from 2,375
Change0 (0%)
Value$246.8K (-$23.7K)
Filed 2026-10-13
Richwood Investment Advisors, LLC
NEW
Shares2,365
Change+2,365
Value$245.8K
Filed 2026-10-30
BCM Advisors, LLC
DECREASED
Shares2,363 from 2,938
Change-575 (-20%)
Value$291.9K (-$29.8K)
Filed 2026-11-03
Howard Wealth Management, LLC
UNCHANGED
Shares2,359 from 2,359
Change0 (0%)
Value$245.1K (-$22.0K)
Filed 2026-10-28
Riversedge Advisors, LLC
DECREASED
Shares2,358 from 6,455
Change-4,097 (-63%)
Value$245.1K (-$486.0K)
Filed 2026-10-09
Baker Boyer National Bank
UNCHANGED
Shares2,356 from 2,356
Change0 (0%)
Value$244.8K (-$22.0K)
Filed 2026-11-05
Financial Network Wealth Advisors LLC
INCREASED
Shares2,355 from 2,281
Change+74 (+3%)
Value$244.8K (-$13.6K)
Filed 2026-10-28
Valtinson Bruner Financial Planning LLC
INCREASED
Shares2,354 from 2,353
Change+1 (+0%)
Value$244.6K (-$21.8K)
Filed 2026-11-02
Highland Financial Advisors, LLC
INCREASED
Shares2,351 from 2,095
Change+256 (+12%)
Value$244.3K (+$7.0K)
Filed 2026-10-19
Nichols & Pratt Advisers LLP
NEW
Shares2,344
Change+2,344
Value$244.4K
Filed 2026-10-13
Woodley Farra Manion Portfolio Management Inc
INCREASED
Shares2,343 from 2,338
Change+5 (+0%)
Value$243.5K (-$21.3K)
Filed 2026-11-05
Richmond Investment Services, LLC
NEW
Shares2,336
Change+2,336
Value$242.7K
Filed 2026-10-29
Juncture Wealth Strategies, LLC
INCREASED
Shares2,336 from 2,335
Change+1 (+0%)
Value$242.7K (-$21.7K)
Filed 2026-10-06
Sarver Vrooman Wealth Advisors
UNCHANGED
Shares2,332 from 2,332
Change0 (0%)
Value$242.3K (-$15.1K)
Filed 2026-10-01
Oceanside Advisors LLC
UNCHANGED
Shares2,330 from 2,330
Change0 (0%)
Value$242.1K (-$21.8K)
Filed 2026-11-03
Momentous Wealth Management, Inc.
INCREASED
Shares2,328 from 2,193
Change+135 (+6%)
Value$241.9K (-$6.5K)
Filed 2026-10-21
State of Wyoming
INCREASED
Shares2,320 from 1,194
Change+1,126 (+94%)
Value$241.1K (+$105.9K)
Filed 2026-10-28
Parisi Gray Wealth Management
DECREASED
Shares2,318 from 2,339
Change-21 (-1%)
Value$240.8K (-$24.1K)
Filed 2026-10-16
Entrewealth, LLC
DECREASED
Shares2,313 from 2,339
Change-26 (-1%)
Value$240.4K (-$21.8K)
Filed 2026-10-14
Johnson Bixby & Associates, LLC
UNCHANGED
Shares2,313 from 2,313
Change0 (0%)
Value$240.4K (-$21.6K)
Filed 2026-10-14
Robinson Smith Wealth Advisors LLC
INCREASED
Shares2,312 from 2,133
Change+179 (+8%)
Value$240.3K (-$1.3K)
Filed 2026-10-22
Oasis Advisors, LLC
NEW
Shares2,307
Change+2,307
Value$239.7K
Filed 2026-10-16
Luken Investment Analytics, LLC
UNCHANGED
Shares2,302 from 2,302
Change0 (0%)
Value$239.2K (-$21.5K)
Filed 2026-11-06
Frederick Financial Consultants, LLC
INCREASED
Shares2,301 from 2,182
Change+119 (+5%)
Value$239.1K (-$8.0K)
Filed 2026-10-29
Richard Young Associates, Ltd.
UNCHANGED
Shares2,296 from 2,296
Change0 (0%)
Value$238.6K (-$21.4K)
Filed 2026-11-03
KRS Capital Management, LLC
INCREASED
Shares2,294 from 2,244
Change+50 (+2%)
Value$238.4K (-$15.7K)
Filed 2026-10-16
Strategic Financial Group, LLC
UNCHANGED
Shares2,280 from 2,280
Change0 (0%)
Value$236.9K (-$21.3K)
Filed 2026-10-08
Clientfirst Wealth Management, LLC
UNCHANGED
Shares2,280 from 2,280
Change0 (0%)
Value$236.9K (-$21.3K)
Filed 2026-11-04
Droms Strauss Advisors Inc
INCREASED
Shares2,279 from 2,277
Change+2 (+0%)
Value$236.8K (-$21.1K)
Filed 2026-11-03
Highline Wealth Partners LLC
INCREASED
Shares2,278 from 1,677
Change+601 (+36%)
Value$236.7K (+$46.8K)
Filed 2026-10-19
Saybrook Capital
UNCHANGED
Shares2,275 from 2,275
Change0 (0%)
Value$236.4K (-$21.2K)
Filed 2026-10-27
Private Wealth Management Group, LLC
INCREASED
Shares2,264 from 2,225
Change+39 (+2%)
Value$235.3K (-$16.7K)
Filed 2026-10-19
Kondo Wealth Advisors, Inc.
INCREASED
Shares2,259 from 2,243
Change+16 (+1%)
Value$234.8K (-$19.3K)
Filed 2026-10-19
IMG Wealth Management, Inc.
INCREASED
Shares2,257 from 2,144
Change+113 (+5%)
Value$234.5K (-$8.3K)
Filed 2026-10-27
Financial Council, LLC
UNCHANGED
Shares2,253 from 2,253
Change0 (0%)
Value$234.1K (-$21.0K)
Filed 2026-11-02
Founders Grove Wealth Partners, LLC
DECREASED
Shares2,252 from 2,547
Change-295 (-12%)
Value$234.0K (-$54.4K)
Filed 2026-10-16
Kingdom Financial Group Llc.
DECREASED
Shares2,251 from 2,321
Change-70 (-3%)
Value$233.9K (-$29.0K)
Filed 2026-11-04
Darwin Wealth Management, LLC
INCREASED
Shares2,245 from 2,239
Change+6 (+0%)
Value$233.4K (-$20.3K)
Filed 2026-11-09
Global Strategic Investment Solutions, LLC
DECREASED
Shares2,244 from 2,245
Change-1 (0%)
Value$233.2K (-$21.1K)
Filed 2026-10-16
Insight Wealth Strategies, LLC
DECREASED
Shares2,243 from 2,603
Change-360 (-14%)
Value$233.1K (-$50.2K)
Filed 2026-10-09
Peak Wealth Management LLC
INCREASED
Shares2,242 from 2,237
Change+5 (+0%)
Value$264.2K (+$10.9K)
Filed 2026-10-26
Welch Financial Planning, LLC
INCREASED
Shares2,241 from 1,844
Change+397 (+22%)
Value$232.9K (+$24.0K)
Filed 2026-11-06
Dala Group, LLC
INCREASED
Shares2,241 from 1,938
Change+303 (+16%)
Value$232.9K (+$13.3K)
Filed 2026-10-29
North Point Portfolio Managers Corp
UNCHANGED
Shares2,237 from 2,237
Change0 (0%)
Value$232.5K (-$20.9K)
Filed 2026-10-07
Lotus Asset Management LLC
NEW
Shares2,236
Change+2,236
Value$232.4K
Filed 2026-10-14
Kure Advisory, LLC
DECREASED
Shares2,234 from 2,343
Change-109 (-5%)
Value$232.2K (-$33.2K)
Filed 2026-10-08
Woodward Financial Advisors, Inc.
INCREASED
Shares2,218 from 1,876
Change+342 (+18%)
Value$230.5K (+$18.0K)
Filed 2026-10-19
Collaborative Wealth Managment Inc.
INCREASED
Shares2,211 from 2,208
Change+3 (+0%)
Value$229.7K (-$20.3K)
Filed 2026-11-06
Wolff Financial Management LLC
INCREASED
Shares2,205 from 2,203
Change+2 (+0%)
Value$229.2K (-$20.4K)
Filed 2026-10-23
PMG Family Office LLC
UNCHANGED
Shares2,205 from 2,205
Change0 (0%)
Value$229.1K (-$20.6K)
Filed 2026-10-19
Roof Eidam Maycock Peralta, LLC
DECREASED
Shares2,196 from 2,496
Change-300 (-12%)
Value$228.2K (-$54.4K)
Filed 2026-10-15
Sound Financial Strategies Group, LLC
NEW
Shares2,194
Change+2,194
Value$228.0K
Filed 2026-10-30
Monograph Wealth Advisors, LLC
NEW
Shares2,190
Change+2,190
Value$227.6K
Filed 2026-11-09
Skyline Advisors, Inc.
INCREASED
Shares2,190 from 2,185
Change+5 (+0%)
Value$227.6K (-$19.9K)
Filed 2026-11-03
Stirlingshire Investments, Inc.
INCREASED
Shares2,188 from 2,140
Change+48 (+2%)
Value$227.4K (-$15.0K)
Filed 2026-11-05
Marotta Asset Management
DECREASED
Shares2,187 from 2,316
Change-129 (-6%)
Value$227.3K (-$24.7K)
Filed 2026-10-02
One Advisory Partners, LLC
DECREASED
Shares2,185 from 2,538
Change-353 (-14%)
Value$227.1K (-$60.4K)
Filed 2026-10-22
Wealth Preservation Advisors, LLC
NEW
Shares2,183
Change+2,183
Value$226.9K
Filed 2026-11-05
Able Wealth Management LLC
DECREASED
Shares2,183 from 2,272
Change-89 (-4%)
Value$229.4K (-$27.9K)
Filed 2026-10-13
Ti-Trust, Inc
UNCHANGED
Shares2,175 from 2,175
Change0 (0%)
Value$226.0K (-$20.3K)
Filed 2026-10-21
Cortland Associates Inc
INCREASED
Shares2,172 from 2,171
Change+1 (+0%)
Value$226.0K (-$20.0K)
Filed 2026-10-29
Members Wealth LLC
INCREASED
Shares2,168 from 2,137
Change+31 (+1%)
Value$234.5K (-$7.5K)
Filed 2026-10-20
Private Management Group Inc
DECREASED
Shares2,166 from 2,198
Change-32 (-1%)
Value$225.1K (-$23.9K)
Filed 2026-11-04
HRC Wealth Management, LLC
DECREASED
Shares2,162 from 2,241
Change-79 (-4%)
Value$224.7K (-$29.1K)
Filed 2026-10-16
IFS Advisors, LLC
INCREASED
Shares2,158 from 30
Change+2,128 (+7093%)
Value$224.3K (+$220.9K)
Filed 2026-10-14
Innovative Wealth Building LLC
NEW
Shares2,148
Change+2,148
Value$223.2K
Filed 2026-10-14
Christensen, King & Associates Investment Services, Inc.
INCREASED
Shares2,148 from 1,990
Change+158 (+8%)
Value$223.2K (-$2.2K)
Filed 2026-10-22
Intergy Private Wealth, LLC
DECREASED
Shares2,145 from 2,243
Change-98 (-4%)
Value$222.9K (-$31.1K)
Filed 2026-10-16
Lutz Financial Services LLC
DECREASED
Shares2,142 from 2,239
Change-97 (-4%)
Value$222.6K (-$31.0K)
Filed 2026-11-06
Dean, Jacobson Financial Services, LLC
UNCHANGED
Shares2,139 from 2,139
Change0 (0%)
Value$222.3K (-$20.0K)
Filed 2026-10-29
E&R Wealth Management, LLC
UNCHANGED
Shares2,137 from 2,137
Change0 (0%)
Value$222.1K (-$19.9K)
Filed 2026-10-20
Financial Planning Fort Collins, LLC
UNCHANGED
Shares2,133 from 2,133
Change0 (0%)
Value$221.7K (-$17.7K)
Filed 2026-10-16
Purewater Capital LLC
INCREASED
Shares2,132 from 2,129
Change+3 (+0%)
Value$221.6K (-$19.5K)
Filed 2026-10-23
Bull Street Advisors, LLC
UNCHANGED
Shares2,130 from 2,130
Change0 (0%)
Value$221 (-$240.8K)
Filed 2026-10-20
Reicon Wealth Advisors, LLC
UNCHANGED
Shares2,130 from 2,130
Change0 (0%)
Value$221.4K (-$19.9K)
Filed 2026-11-04
North Capital, Inc.
DECREASED
Shares2,123 from 2,280
Change-157 (-7%)
Value$238.4K (-$19.8K)
Filed 2026-10-16
Washburn Capital Management, Inc.
INCREASED
Shares2,118 from 2,117
Change+1 (+0%)
Value$220.2K (-$19.6K)
Filed 2026-10-19
Miller Financial Services LLC
UNCHANGED
Shares2,112 from 2,112
Change0 (0%)
Value$219.5K (-$19.7K)
Filed 2026-10-20
Isthmus Partners, LLC
INCREASED
Shares2,110 from 2,057
Change+53 (+3%)
Value$219.3K (-$13.7K)
Filed 2026-10-21
Denver PWM, LLC
DECREASED
Shares2,108 from 4,019
Change-1,911 (-48%)
Value$219.0K (-$244.2K)
Filed 2026-10-22
Milestone Asset Management Group, LLC
INCREASED
Shares2,108 from 2,088
Change+20 (+1%)
Value$219.0K (-$17.4K)
Filed 2026-10-20
DDD Partners, LLC
INCREASED
Shares2,106 from 1,793
Change+313 (+17%)
Value$218.9K (+$15.7K)
Filed 2026-11-02
Presilium Private Wealth, LLC
INCREASED
Shares2,106 from 1,919
Change+187 (+10%)
Value$218.8K (+$1.5K)
Filed 2026-10-26
Bank Pictet & Cie (Europe) AG
UNCHANGED
Shares2,100 from 2,100
Change0 (0%)
Value$218.2K (-$19.6K)
Filed 2026-10-20
Madrid Financial Services
UNCHANGED
Shares2,100 from 2,100
Change0 (0%)
Value$218.2K (-$19.6K)
Filed 2026-11-03
365 WMG Private Fund I: Primus Fund LLC
NEW
Shares2,084
Change+2,084
Value$216.6K
Filed 2026-10-20
Axecap Investments, LLC
DECREASED
Shares2,084 from 2,163
Change-79 (-4%)
Value$216.6K (-$28.4K)
Filed 2026-10-20
Financial Consulate, Inc
INCREASED
Shares2,081 from 1,918
Change+163 (+9%)
Value$216.2K (-$990)
Filed 2026-10-23
Elmwood Wealth Management, Inc.
DECREASED
Shares2,081 from 2,095
Change-14 (-1%)
Value$216.3K (-$21.0K)
Filed 2026-10-14
Pioneer Family Office, LLC
DECREASED
Shares2,080 from 3,097
Change-1,017 (-33%)
Value$216.2K (-$134.6K)
Filed 2026-10-30
Clear Investment Research, LLC
UNCHANGED
Shares2,080 from 2,080
Change0 (0%)
Value$216.2K (-$19.4K)
Filed 2026-11-06
TFO Wealth Partners, LLC
NEW
Shares2,074
Change+2,074
Value$215.5K
Filed 2026-11-09
N10 Wealth, LLC
NEW
Shares2,074
Change+2,074
Value$215.5K
Filed 2026-10-14
True Wealth Design, LLC
DECREASED
Shares2,074 from 3,136
Change-1,062 (-34%)
Value$215.5K (-$139.7K)
Filed 2026-10-13
Align Financial, LLC
INCREASED
Shares2,072 from 2,010
Change+62 (+3%)
Value$215.3K (-$12.3K)
Filed 2026-10-16
Puff Wealth Management, LLC
DECREASED
Shares2,069 from 2,167
Change-98 (-5%)
Value$215.0K (-$30.4K)
Filed 2026-10-07
Cheviot Value Management, LLC
INCREASED
Shares2,062 from 1,808
Change+254 (+14%)
Value$214.2K (+$9.5K)
Filed 2026-11-09
Twelve Points Wealth Management LLC
DECREASED
Shares2,061 from 2,637
Change-576 (-22%)
Value$254.6K (-$44.1K)
Filed 2026-11-03
Guardian Wealth Management, LLC
DECREASED
Shares2,060 from 2,078
Change-18 (-1%)
Value$214.1K (-$21.3K)
Filed 2026-10-14
Global Wealth Strategies & Associates
NEW
Shares2,047
Change+2,047
Value$212.7K
Filed 2026-10-02
Destiny Wealth Partners, LLC
DECREASED
Shares2,045 from 5,091
Change-3,046 (-60%)
Value$261.1K (-$305.0K)
Filed 2026-11-05
Columbia Advisory Partners LLC
NEW
Shares2,042
Change+2,042
Value$212.2K
Filed 2026-10-15
Randolph Co Inc
UNCHANGED
Shares2,042 from 2,042
Change0 (0%)
Value$212.2K (-$19.1K)
Filed 2026-10-23
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares2,037 from 2,037
Change0 (0%)
Value$211.7K (-$19.0K)
Filed 2026-10-20
First Citizens Financial Corp
UNCHANGED
Shares2,036 from 2,036
Change0 (0%)
Value$211.6K (-$19.0K)
Filed 2026-10-02
Alliance Wealth Advisors, LLC
DECREASED
Shares2,033 from 2,122
Change-89 (-4%)
Value$211.3K (-$29.1K)
Filed 2026-10-28
Kaufman Rossin Wealth, LLC
INCREASED
Shares2,033 from 1,967
Change+66 (+3%)
Value$211.2K (-$9.4K)
Filed 2026-10-19
Olio Financial Planning
UNCHANGED
Shares2,022 from 2,022
Change0 (0%)
Value$210.1K (-$18.9K)
Filed 2026-10-22
Canton Hathaway, LLC
UNCHANGED
Shares2,016 from 2,016
Change0 (0%)
Value$209.5K (-$18.8K)
Filed 2026-10-23
Mandatum Life Insurance Co Ltd
UNCHANGED
Shares2,010 from 2,010
Change0 (0%)
Value$208.9K (-$18.8K)
Filed 2026-11-06
Platt Wealth Management LLC
UNCHANGED
Shares2,010 from 2,010
Change0 (0%)
Value$208 (-$226.8K)
Filed 2026-11-04
Shikiar Asset Management Inc
NEW
Shares2,006
Change+2,006
Value$208
Filed 2026-10-20
Morton Capital Management LLC
DECREASED
Shares2,002 from 2,198
Change-196 (-9%)
Value$208.1K (-$40.8K)
Filed 2026-10-23
Breakwater Investment Management
INCREASED
Shares2,002 from 1,961
Change+41 (+2%)
Value$208.0K (-$14.1K)
Filed 2026-10-20
Financial Guidance Group, Inc.
INCREASED
Shares2,000 from 1,980
Change+20 (+1%)
Value$207.8K (-$16.4K)
Filed 2026-10-21
Princeton Capital Management LLC
DECREASED
Shares1,998 from 2,071
Change-73 (-4%)
Value$207.6K (-$26.9K)
Filed 2026-10-27
Guidance Capital, Inc
INCREASED
Shares1,997 from 1,927
Change+70 (+4%)
Value$255.0K (+$33.5K)
Filed 2026-11-03
Reyes Financial Architecture, Inc.
DECREASED
Shares1,996 from 4,135
Change-2,139 (-52%)
Value$207.4K (-$260.9K)
Filed 2026-10-22
RS Crum Inc.
UNCHANGED
Shares1,979 from 1,979
Change0 (0%)
Value$205.7K (-$18.5K)
Filed 2026-10-19
Pinnacle Wealth Management Group, Inc.
DECREASED
Shares1,976 from 2,445
Change-469 (-19%)
Value$205.3K (-$71.6K)
Filed 2026-10-15
Quest 10 Wealth Builders, Inc.
INCREASED
Shares1,975 from 1,767
Change+208 (+12%)
Value$205.3K (+$5.2K)
Filed 2026-11-02
Bell Investment Advisors, Inc
INCREASED
Shares1,973 from 1,320
Change+653 (+49%)
Value$205.0K (+$55.5K)
Filed 2026-10-29
Purus Wealth Management, LLC
INCREASED
Shares1,973 from 1,911
Change+62 (+3%)
Value$205.0K (-$11.4K)
Filed 2026-10-15
Winnacle Wealth LLC
INCREASED
Shares1,973 from 1,972
Change+1 (+0%)
Value$205.1K (-$18.3K)
Filed 2026-10-15
Mainsail Asset Management, LLC
DECREASED
Shares1,965 from 4,872
Change-2,907 (-60%)
Value$210.7K (-$346.0K)
Filed 2026-10-14
Arta Finance Wealth Management LLC
DECREASED
Shares1,960 from 2,451
Change-491 (-20%)
Value$203.7K (-$73.9K)
Filed 2026-10-28
Prospect Financial Group LLC
DECREASED
Shares1,952 from 2,309
Change-357 (-15%)
Value$202.9K (-$58.7K)
Filed 2026-11-05
Riverwater Partners LLC
NEW
Shares1,944
Change+1,944
Value$202.0K
Filed 2026-11-03
Prism Planning Partners LLC
NEW
Shares1,942
Change+1,942
Value$201.8K
Filed 2026-10-27
Salvus Wealth Management, LLC
UNCHANGED
Shares1,942 from 1,942
Change0 (0%)
Value$201.8K (-$18.1K)
Filed 2026-10-13
Archvest Wealth Advisors, Inc.
NEW
Shares1,938
Change+1,938
Value$201.4K
Filed 2026-10-29
Chung Wu Investment Group, LLC
DECREASED
Shares1,934 from 2,734
Change-800 (-29%)
Value$201.0K (-$108.7K)
Filed 2026-11-03
Mine & Arao Wealth Creation & Management, Llc.
DECREASED
Shares1,932 from 1,945
Change-13 (-1%)
Value$200.7K (-$19.6K)
Filed 2026-10-29
Prosperity Planning, Inc.
DECREASED
Shares1,930 from 1,954
Change-24 (-1%)
Value$200.6K (-$20.7K)
Filed 2026-10-09
Elevated Capital Advisors, LLC
DECREASED
Shares1,915 from 5,418
Change-3,503 (-65%)
Value$199.0K (-$414.5K)
Filed 2026-11-04
Quaker Wealth Management, LLC
DECREASED
Shares1,912 from 1,919
Change-7 (0%)
Value$198.7K (-$18.7K)
Filed 2026-10-22
Kelleher Financial Advisors
INCREASED
Shares1,890 from 1,440
Change+450 (+31%)
Value$196.4K (+$33.3K)
Filed 2026-10-30
Navigation Wealth Management, Inc.
DECREASED
Shares1,887 from 1,892
Change-5 (0%)
Value$213.4K (-$906)
Filed 2026-11-03
Carolina Wealth Advisors, LLC
INCREASED
Shares1,854 from 1,804
Change+50 (+3%)
Value$192.7K (-$11.7K)
Filed 2026-10-23
Gilpin Wealth Management, LLC
INCREASED
Shares1,838 from 1,831
Change+7 (+0%)
Value$191.0K (-$16.4K)
Filed 2026-10-09
Gladwyn Financial Advisors, Inc.
UNCHANGED
Shares1,829 from 1,829
Change0 (0%)
Value$190.1K (-$17.1K)
Filed 2026-10-05
Evolution Advisers, Inc.
DECREASED
Shares1,818 from 2,658
Change-840 (-32%)
Value$209.6K (-$91.4K)
Filed 2026-11-06
Vermillion Wealth Management, Inc.
DECREASED
Shares1,806 from 8,184
Change-6,378 (-78%)
Value$187.7K (-$739.2K)
Filed 2026-10-26
Joseph Group Capital Management
INCREASED
Shares1,773 from 1,297
Change+476 (+37%)
Value$184.3K (+$37.4K)
Filed 2026-11-04
First Pacific Financial
INCREASED
Shares1,740 from 139
Change+1,601 (+1152%)
Value$180.8K (+$165.0K)
Filed 2026-10-14
Burk Holdings LLC
INCREASED
Shares1,684 from 1,343
Change+341 (+25%)
Value$175.0K (+$22.9K)
Filed 2026-11-05
Walsh & Associates, LLC
INCREASED
Shares1,675 from 1,552
Change+123 (+8%)
Value$174.0K (-$1.7K)
Filed 2026-11-09
Monetary Solutions, Ltd
INCREASED
Shares1,661 from 1,604
Change+57 (+4%)
Value$172.6K (-$9.1K)
Filed 2026-10-22
Jnba Financial Advisors
DECREASED
Shares1,622 from 1,647
Change-25 (-2%)
Value$168.6K (-$18.0K)
Filed 2026-11-03
Addison Advisors LLC
INCREASED
Shares1,608 from 1,601
Change+7 (+0%)
Value$167.1K (-$14.2K)
Filed 2026-11-06
Next Level Wealth Planning, LLC
NEW
Shares1,590
Change+1,590
Value$165.2K
Filed 2026-10-29
Hurley Capital, LLC
UNCHANGED
Shares1,590 from 1,590
Change0 (0%)
Value$165.3K (-$14.8K)
Filed 2026-11-05
Rakuten Securities, Inc.
INCREASED
Shares1,584 from 1,278
Change+306 (+24%)
Value$164.6K (+$19.9K)
Filed 2026-11-02
Cedar Mountain Advisors, LLC
DECREASED
Shares1,575 from 1,794
Change-219 (-12%)
Value$163.6K (-$39.5K)
Filed 2026-10-15
Western Pacific Wealth Management, LP
UNCHANGED
Shares1,575 from 1,575
Change0 (0%)
Value$163.7K (-$14.7K)
Filed 2026-10-16
Covestor Ltd
DECREASED
Shares1,574 from 1,602
Change-28 (-2%)
Value$164 (-$181.8K)
Filed 2026-10-30
Essential Partners LLC
DECREASED
Shares1,562 from 8,646
Change-7,084 (-82%)
Value$162.3K (-$816.9K)
Filed 2026-10-14
GGM Financial LLC
DECREASED
Shares1,520 from 4,270
Change-2,750 (-64%)
Value$157.9K (-$325.7K)
Filed 2026-11-05
Kings Path Partners LLC
DECREASED
Shares1,498 from 1,503
Change-5 (0%)
Value$155.7K (-$14.6K)
Filed 2026-10-21
Valued Wealth Advisors LLC
DECREASED
Shares1,437 from 1,441
Change-4 (0%)
Value$149.4K (-$13.8K)
Filed 2026-11-05
PlanVest Financial, Inc
UNCHANGED
Shares1,405 from 1,405
Change0 (0%)
Value$146.0K (-$13.1K)
Filed 2026-11-09
One River Asset Management, LLC
INCREASED
Shares1,359 from 1,257
Change+102 (+8%)
Value$141.2K (-$1.1K)
Filed 2026-10-21
Horizon Financial Services, LLC
INCREASED
Shares1,323 from 1,138
Change+185 (+16%)
Value$137.5K (+$8.6K)
Filed 2026-11-04
CKW Financial Group
INCREASED
Shares1,287 from 1,062
Change+225 (+21%)
Value$134 (+$18)
Filed 2026-10-29
Albion Financial Group
DECREASED
Shares1,270 from 1,534
Change-264 (-17%)
Value$132.0K (-$41.8K)
Filed 2026-10-21
James T. Borello RIA
DECREASED
Shares1,246 from 1,417
Change-171 (-12%)
Value$129.5K (-$31.0K)
Filed 2026-10-16
Morton Brown Family Wealth, LLC
INCREASED
Shares1,240 from 1,074
Change+166 (+15%)
Value$128.9K (+$7.2K)
Filed 2026-10-23
Princeton Global Asset Management LLC
DECREASED
Shares1,230 from 1,338
Change-108 (-8%)
Value$127.8K (-$23.8K)
Filed 2026-10-21
Investment Research & Advisory Group, Inc.
INCREASED
Shares1,221 from 1,160
Change+61 (+5%)
Value$132.2K (-$17.4K)
Filed 2026-10-19
Knuff & Co LLC
UNCHANGED
Shares1,215 from 1,215
Change0 (0%)
Value$126.3K (-$11.3K)
Filed 2026-11-06
10Elms LLP
INCREASED
Shares1,212 from 1,117
Change+95 (+9%)
Value$126.0K (-$560)
Filed 2026-11-06
Ashurst Perkins Coie Trust Co
DECREASED
Shares1,203 from 1,237
Change-34 (-3%)
Value$125.0K (-$15.1K)
Filed 2026-10-15
Marshall & Sterling Wealth Advisors Inc.
DECREASED
Shares1,180 from 1,474
Change-294 (-20%)
Value$122.6K (-$44.3K)
Filed 2026-10-28
Piscataqua Savings Bank
UNCHANGED
Shares1,142 from 1,142
Change0 (0%)
Value$118.7K (-$10.7K)
Filed 2026-10-21
Palladiem, LLC
INCREASED
Shares1,138 from 1,136
Change+2 (+0%)
Value$118.3K (-$10.3K)
Filed 2026-11-09
CGC Financial Services, LLC
DECREASED
Shares1,036 from 1,470
Change-434 (-30%)
Value$107.7K (-$58.8K)
Filed 2026-10-13
Putney Financial Group LLC
NEW
Shares1,011
Change+1,011
Value$105.1K
Filed 2026-10-30
Legacies Wealth LLC
UNCHANGED
Shares1,002 from 1,002
Change0 (0%)
Value$104.1K (-$9.4K)
Filed 2026-11-02
Thompson Investment Management, Inc.
DECREASED
Shares1,000 from 1,025
Change-25 (-2%)
Value$104.0K (-$12.2K)
Filed 2026-10-14
Union Savings Bank
UNCHANGED
Shares973 from 973
Change0 (0%)
Value$101.1K (-$9.1K)
Filed 2026-10-14
Sunrise Financial Services, LLC
UNCHANGED
Shares964 from 964
Change0 (0%)
Value$100.2K (-$9.0K)
Filed 2026-10-21
Tidemark, LLC
INCREASED
Shares962 from 879
Change+83 (+9%)
Value$100.0K (+$416)
Filed 2026-11-09
Elevation Wealth Partners, LLC
DECREASED
Shares958 from 1,090
Change-132 (-12%)
Value$99.6K (-$23.9K)
Filed 2026-10-07
Kozak & Associates, Inc.
DECREASED
Shares953 from 960
Change-7 (-1%)
Value$113.2K (+$8.7K)
Filed 2026-10-29
Ulland Investment Advisors, LLC
UNCHANGED
Shares943 from 943
Change0 (0%)
Value$98 (-$9)
Filed 2026-10-13
Midwest Capital Advisors, LLC
UNCHANGED
Shares903 from 903
Change0 (0%)
Value$93.8K (-$8.4K)
Filed 2026-11-04
Fairman Group, LLC
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$93.5K (-$8.4K)
Filed 2026-10-26
Downshift Financial, LLC
DECREASED
Shares886 from 913
Change-27 (-3%)
Value$92.0K (-$11.3K)
Filed 2026-10-13
Planning Strategies Inc.
INCREASED
Shares876 from 862
Change+14 (+2%)
Value$91.0K (-$6.6K)
Filed 2026-10-02
Retirement Wealth Solutions LLC
INCREASED
Shares864 from 679
Change+185 (+27%)
Value$89.8K (+$12.9K)
Filed 2026-10-07
POM Investment Strategies, LLC
DECREASED
Shares822 from 831
Change-9 (-1%)
Value$85.4K (-$8.7K)
Filed 2026-10-20
Rachor Investment Advisory Services, LLC
UNCHANGED
Shares762 from 762
Change0 (0%)
Value$79.2K (-$7.1K)
Filed 2026-10-29
LFA - Lugano Financial Advisors SA
DECREASED
Shares759 from 859
Change-100 (-12%)
Value$78.9K (-$18.4K)
Filed 2026-11-03
Three Bridge Wealth Advisors, LLC
NEW
Shares752
Change+752
Value$78.1K
Filed 2026-11-05
Sfam, LLC
UNCHANGED
Shares748 from 748
Change0 (0%)
Value$77.7K (-$7.0K)
Filed 2026-11-03
Signature Resources Capital Management, LLC
INCREASED
Shares734 from 696
Change+38 (+5%)
Value$76.3K (-$2.6K)
Filed 2026-10-16
GK Wealth Management LLC
NEW
Shares726
Change+726
Value$75.5K
Filed 2026-10-09
Roble, Belko & Company, Inc
INCREASED
Shares716 from 626
Change+90 (+14%)
Value$74 (-$70.9K)
Filed 2026-11-09
DecisionPoint Financial, LLC
INCREASED
Shares710 from 239
Change+471 (+197%)
Value$74.0K (+$48.0K)
Filed 2026-10-27
Kimelman & Baird, LLC
UNCHANGED
Shares709 from 709
Change0 (0%)
Value$73.7K (-$6.6K)
Filed 2026-11-03
Atlantic Private Wealth, LLC
UNCHANGED
Shares696 from 696
Change0 (0%)
Value$72.3K (-$6.5K)
Filed 2026-11-09
Morse Asset Management, Inc
DECREASED
Shares695 from 731
Change-36 (-5%)
Value$72.2K (-$10.5K)
Filed 2026-11-09
Aspect Partners, LLC
DECREASED
Shares656 from 671
Change-15 (-2%)
Value$68.2K (-$7.8K)
Filed 2026-10-20
FNY Investment Advisers, LLC
NEW
Shares652
Change+652
Value$67
Filed 2026-10-16
Torren Management, LLC
INCREASED
Shares633 from 156
Change+477 (+306%)
Value$65.8K (+$48.1K)
Filed 2026-10-29
Finley Financial, LLC
UNCHANGED
Shares609 from 609
Change0 (0%)
Value$63.5K (-$5.5K)
Filed 2026-10-28
Miller Global Investments, LLC
UNCHANGED
Shares606 from 606
Change0 (0%)
Value$63.0K (-$5.7K)
Filed 2026-10-02
Mascoma Wealth Management LLC
DECREASED
Shares591 from 613
Change-22 (-4%)
Value$61.4K (-$8.0K)
Filed 2026-10-23
Nexus Investment Management ULC
UNCHANGED
Shares555 from 555
Change0 (0%)
Value$57.7K (-$5.2K)
Filed 2026-10-27
Bay Harbor Wealth Management, LLC
INCREASED
Shares531 from 496
Change+35 (+7%)
Value$55.2K (-$995)
Filed 2026-11-03
IAG Wealth Partners, LLC
UNCHANGED
Shares512 from 512
Change0 (0%)
Value$53.2K (-$4.8K)
Filed 2026-11-06
Birchwood Financial Partners, Inc.
INCREASED
Shares509 from 453
Change+56 (+12%)
Value$52.9K (+$1.6K)
Filed 2026-11-02
Evolution Wealth Management Inc.
DECREASED
Shares488 from 536
Change-48 (-9%)
Value$50.8K (-$10.0K)
Filed 2026-10-28
Bear Mountain Capital, Inc.
INCREASED
Shares468 from 152
Change+316 (+208%)
Value$55.7K (+$38.4K)
Filed 2026-11-04
Harbor Asset Planning, Inc.
UNCHANGED
Shares468 from 468
Change0 (0%)
Value$48.6K (-$4.4K)
Filed 2026-10-23
Paladin Partners, LLC
UNCHANGED
Shares465 from 465
Change0 (0%)
Value$48.3K (-$4.3K)
Filed 2026-10-06
Pacific Center for Financial Services
INCREASED
Shares461 from 417
Change+44 (+11%)
Value$47.9K (+$688)
Filed 2026-10-15
Livelsberger Financial Advisory
NEW
Shares450
Change+450
Value$46.8K
Filed 2026-10-28
Centerpoint Advisors, LLC
INCREASED
Shares433 from 428
Change+5 (+1%)
Value$45 (-$48.0K)
Filed 2026-11-05
Hara Capital LLC
UNCHANGED
Shares420 from 420
Change0 (0%)
Value$43.6K (-$3.9K)
Filed 2026-10-30
Virginia Estate & Retirement Planning Advisors Inc.
UNCHANGED
Shares417 from 417
Change0 (0%)
Value$43.9K (-$3.6K)
Filed 2026-10-14
Team Financial Group, LLC
NEW
Shares382
Change+382
Value$39.7K
Filed 2026-10-30
PFS Partners, LLC
INCREASED
Shares373 from 372
Change+1 (+0%)
Value$38.8K (-$3.4K)
Filed 2026-10-21
Phillip James Consulting Co.
INCREASED
Shares365 from 141
Change+224 (+159%)
Value$38.0K (+$22.0K)
Filed 2026-11-03
Blueline Advisors LLC
UNCHANGED
Shares345 from 345
Change0 (0%)
Value$35.9K (-$3.2K)
Filed 2026-10-15
Vima LLC
INCREASED
Shares331 from 330
Change+1 (+0%)
Value$34.4K (-$3.0K)
Filed 2026-10-23
Sankala Group LLC
INCREASED
Shares315 from 303
Change+12 (+4%)
Value$33.0K (-$2.1K)
Filed 2026-11-09
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares307 from 307
Change0 (0%)
Value$31.9K (-$2.9K)
Filed 2026-10-26
Vestor Capital, LLC
INCREASED
Shares306 from 202
Change+104 (+51%)
Value$106 (+$6)
Filed 2026-11-04
Accordant Advisory Group Inc
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$31.2K (-$2.8K)
Filed 2026-10-29
PMV Capital Advisers, LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$31.2K (-$2.8K)
Filed 2026-11-09
Your Advocates Ltd., LLP
UNCHANGED
Shares292 from 292
Change0 (0%)
Value$30.3K (-$2.7K)
Filed 2026-11-03
Paladin Advisory Group, LLC
UNCHANGED
Shares285 from 285
Change0 (0%)
Value$29.6K (-$2.7K)
Filed 2026-11-09
Maseco LLP
INCREASED
Shares279 from 209
Change+70 (+33%)
Value$29.0K (+$5.2K)
Filed 2026-10-27
Lummis Asset Management, LP
UNCHANGED
Shares272 from 272
Change0 (0%)
Value$28.3K (-$2.5K)
Filed 2026-11-09
Beacon Financial Strategies Corp
UNCHANGED
Shares270 from 270
Change0 (0%)
Value$28.1K (-$2.5K)
Filed 2026-10-14
Comprehensive Financial Planning, Inc.
INCREASED
Shares269 from 182
Change+87 (+48%)
Value$28.0K (+$7.4K)
Filed 2026-10-27
Manitou Investment Management Ltd.
UNCHANGED
Shares255 from 255
Change0 (0%)
Value$26.5K (-$2.4K)
Filed 2026-10-15
Collier Financial
UNCHANGED
Shares246 from 246
Change0 (0%)
Value$25.5K (-$2.3K)
Filed 2026-11-06
Keystone Financial Group, Inc.
UNCHANGED
Shares242 from 242
Change0 (0%)
Value$25.1K (-$2.3K)
Filed 2026-10-13
Montgomery Financial Services LLC
DECREASED
Shares233 from 282
Change-49 (-17%)
Value$24.2K (-$7.8K)
Filed 2026-11-03
Lipe & Dalton
UNCHANGED
Shares224 from 224
Change0 (0%)
Value$23 (-$2)
Filed 2026-10-15
Strategic Advocates LLC
INCREASED
Shares221 from 100
Change+121 (+121%)
Value$23.0K (+$11.6K)
Filed 2026-11-03
Daytona Street Capital LLC
UNCHANGED
Shares214 from 214
Change0 (0%)
Value$22.4K (-$1.9K)
Filed 2026-10-15
CFG Wealth Management Services, Inc.
NEW
Shares205
Change+205
Value$21.4K
Filed 2026-10-21
Barrett & Company, Inc.
UNCHANGED
Shares204 from 204
Change0 (0%)
Value$21.2K (-$1.9K)
Filed 2026-10-22
Fairway Wealth LLC
INCREASED
Shares196 from 93
Change+103 (+111%)
Value$20.4K (+$9.8K)
Filed 2026-10-30
LAM Group, Inc.
UNCHANGED
Shares183 from 183
Change0 (0%)
Value$19.0K (-$1.7K)
Filed 2026-10-26
Matrix Trust Co
UNCHANGED
Shares161 from 161
Change0 (0%)
Value$17 (-$1)
Filed 2026-10-07
Caitong International Asset Management Co., Ltd
DECREASED
Shares143 from 6,552
Change-6,409 (-98%)
Value$14.9K (-$727.2K)
Filed 2026-10-29
Fiduciary Advisors, Inc.
INCREASED
Shares129 from 102
Change+27 (+26%)
Value$13.4K (+$1.9K)
Filed 2026-10-16
Lloyd Advisory Services, Llc.
DECREASED
Shares125 from 2,869
Change-2,744 (-96%)
Value$13.0K (-$311.9K)
Filed 2026-11-02
Entrust Financial LLC
INCREASED
Shares122 from 102
Change+20 (+20%)
Value$12.7K (+$1.1K)
Filed 2026-11-04
Transce3nd, LLC
NEW
Shares120
Change+120
Value$14.1K
Filed 2026-10-26
Bayforest Capital Ltd
DECREASED
Shares118 from 1,533
Change-1,415 (-92%)
Value$12.3K (-$161.4K)
Filed 2026-11-03
Redwood Park Advisors LLC
INCREASED
Shares101 from 67
Change+34 (+51%)
Value$10.5K (+$2.9K)
Filed 2026-11-02
Clayton Financial Group LLC
NEW
Shares100
Change+100
Value$10.4K
Filed 2026-10-13
Park Square Financial Group, LLC
UNCHANGED
Shares87 from 87
Change0 (0%)
Value$9.0K (-$812)
Filed 2026-11-09
Cornerstone National Bank & Trust Co
UNCHANGED
Shares84 from 84
Change0 (0%)
Value$8.8K (-$383)
Filed 2026-10-20
Catherine Avery Investment Management LLC
UNCHANGED
Shares82 from 82
Change0 (0%)
Value$8.5K (-$766)
Filed 2026-10-14
PayPay Securities Corp
DECREASED
Shares78 from 83
Change-5 (-6%)
Value$8.1K (-$1.3K)
Filed 2026-10-27
Friedenthal Financial
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$6.2K (-$544)
Filed 2026-10-27
Navigoe, LLC
DECREASED
Shares53 from 82
Change-29 (-35%)
Value$5 (-$4)
Filed 2026-11-04
USA Financial Formulas
NEW
Shares51
Change+51
Value$5.3K
Filed 2026-10-16
Syntax Research, Inc.
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$5.2K (-$467)
Filed 2026-11-04
Bare Financial Services, Inc
INCREASED
Shares44 from 38
Change+6 (+16%)
Value$4.6K (+$268)
Filed 2026-11-04
Bernzott Capital Advisors
NEW
Shares39
Change+39
Value$4.1K
Filed 2026-10-29
Mountain Hill Investment Partners Corp.
NEW
Shares25
Change+25
Value$2.6K
Filed 2026-10-23
Aventus Investment Advisors, Inc.
NEW
Shares21
Change+21
Value$2.2K
Filed 2026-10-09
NorthAvenue LLC
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$2.2K (-$196)
Filed 2026-10-29
SBK Financial, Inc.
DECREASED
Shares15 from 1,013
Change-998 (-99%)
Value$1.6K (-$113.2K)
Filed 2026-11-02
3 Factor Indexing, LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$1.6K (-$140)
Filed 2026-10-15
Leonteq Securities AG
DECREASED
Shares5 from 21,755
Change-21,750 (-100%)
Value$464 (-$2.5M)
Filed 2026-10-29
Decker Retirement Planning Inc.
DECREASED
Shares4 from 122
Change-118 (-97%)
Value$416 (-$13.4K)
Filed 2026-10-19
Motley Fool Asset Management LLC
CLOSED
Shares0 from 612,016
Change-612,016 (-100%)
Value$0 (-$69.3M)
Filed 2026-10-27
Imc-Chicago, LLC
CLOSED
Shares0 from 463,314
Change-463,314 (-100%)
Value$0 (-$52.5M)
Filed 2026-11-05
Generate Investment Management Ltd
CLOSED
Shares0 from 187,126
Change-187,126 (-100%)
Value$0 (-$21.2M)
Filed 2026-10-14
Kinsale Capital Group, Inc.
CLOSED
Shares0 from 183,565
Change-183,565 (-100%)
Value$0 (-$20.8M)
Filed 2026-11-04
SeaTown Holdings Pte. Ltd.
CLOSED
Shares0 from 88,708
Change-88,708 (-100%)
Value$0 (-$10.0M)
Filed 2026-10-07
Arrow Capital Pty Ltd
CLOSED
Shares0 from 45,000
Change-45,000 (-100%)
Value$0 (-$5.1M)
Filed 2026-11-06
BFI Infinity Ltd.
CLOSED
Shares0 from 33,771
Change-33,771 (-100%)
Value$0 (-$3.8M)
Filed 2026-10-16
Genus Capital Management Inc.
CLOSED
Shares0 from 32,390
Change-32,390 (-100%)
Value$0 (-$3.7M)
Filed 2026-11-04
Cornerstone Enterprises, LLC
CLOSED
Shares0 from 18,064
Change-18,064 (-100%)
Value$0 (-$2.0M)
Filed 2026-10-15
Patton Fund Management, Inc.
CLOSED
Shares0 from 17,295
Change-17,295 (-100%)
Value$0 (-$2.0M)
Filed 2026-10-13
Jackson Square Capital, LLC
CLOSED
Shares0 from 17,226
Change-17,226 (-100%)
Value$0 (-$2.0M)
Filed 2026-10-19
Dymon Asia Capital (Singapore) Pte. Ltd.
CLOSED
Shares0 from 16,000
Change-16,000 (-100%)
Value$0 (-$1.8M)
Filed 2026-11-04
Bochk Asset Management Ltd
CLOSED
Shares0 from 13,000
Change-13,000 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-29
Sustainable Insight Capital Management, LLC
CLOSED
Shares0 from 12,291
Change-12,291 (-100%)
Value$0 (-$1.4M)
Filed 2026-11-06
Hofer & Associates. Inc
CLOSED
Shares0 from 11,888
Change-11,888 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-13
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 11,747
Change-11,747 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-27
Stone Summit Wealth LLC
CLOSED
Shares0 from 11,530
Change-11,530 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-14
Lebenthal Global Advisors, LLC
CLOSED
Shares0 from 11,227
Change-11,227 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-28
Western Financial Corp
CLOSED
Shares0 from 10,983
Change-10,983 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-14
Thor Trading Advisors, LLC
CLOSED
Shares0 from 10,890
Change-10,890 (-100%)
Value$0 (-$1.2M)
Filed 2026-11-05
Wallace Hart LLC
CLOSED
Shares0 from 10,211
Change-10,211 (-100%)
Value$0 (-$1.2M)
Filed 2026-11-09
Triasima Portfolio Management inc.
CLOSED
Shares0 from 9,665
Change-9,665 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-15
FSA Investment Group, LLC
CLOSED
Shares0 from 8,562
Change-8,562 (-100%)
Value$0 (-$969.7K)
Filed 2026-10-07
Wedge Capital Management L L P
CLOSED
Shares0 from 8,298
Change-8,298 (-100%)
Value$0 (-$939.8K)
Filed 2026-10-13
Mariner Investment Group LLC
CLOSED
Shares0 from 7,264
Change-7,264 (-100%)
Value$0 (-$822.7K)
Filed 2026-11-04
LEE Johnson Capital Management, LLC
CLOSED
Shares0 from 6,614
Change-6,614 (-100%)
Value$0 (-$749.1K)
Filed 2026-11-09
Spartan Planning & Wealth Management
CLOSED
Shares0 from 5,850
Change-5,850 (-100%)
Value$0 (-$662.5K)
Filed 2026-10-13
RHS Financial, LLC
CLOSED
Shares0 from 4,276
Change-4,276 (-100%)
Value$0 (-$484.3K)
Filed 2026-10-13
Scarborough Advisors, LLC
CLOSED
Shares0 from 4,111
Change-4,111 (-100%)
Value$0 (-$497.7K)
Filed 2026-10-16
Family Wealth Partners, LLC
CLOSED
Shares0 from 3,855
Change-3,855 (-100%)
Value$0 (-$436.6K)
Filed 2026-10-20
CogentBlue Wealth Advisors, LLC
CLOSED
Shares0 from 3,732
Change-3,732 (-100%)
Value$0 (-$422.7K)
Filed 2026-10-09
SwitchPoint Financial Planning, LLC
CLOSED
Shares0 from 3,705
Change-3,705 (-100%)
Value$0 (-$419.6K)
Filed 2026-11-02
Smart Wealth LLC
CLOSED
Shares0 from 3,668
Change-3,668 (-100%)
Value$0 (-$415.4K)
Filed 2026-11-04
R Squared Ltd
CLOSED
Shares0 from 3,392
Change-3,392 (-100%)
Value$0 (-$384.2K)
Filed 2026-11-06
Capstone Wealth Management Group, LLC
CLOSED
Shares0 from 3,292
Change-3,292 (-100%)
Value$0 (-$372.9K)
Filed 2026-11-05
J. Team Financial, Inc.
CLOSED
Shares0 from 3,143
Change-3,143 (-100%)
Value$0 (-$356.0K)
Filed 2026-11-03
Trace Wealth Advisors, LLC
CLOSED
Shares0 from 3,044
Change-3,044 (-100%)
Value$0 (-$344.8K)
Filed 2026-10-30
Blue Capital, Inc.
CLOSED
Shares0 from 3,035
Change-3,035 (-100%)
Value$0 (-$343.7K)
Filed 2026-10-13
Promethium Advisors,llc
CLOSED
Shares0 from 2,886
Change-2,886 (-100%)
Value$0 (-$326.9K)
Filed 2026-10-19
Lane Brothers & Co Inc
CLOSED
Shares0 from 2,806
Change-2,806 (-100%)
Value$0 (-$317.8K)
Filed 2026-11-02
North Berkeley Wealth Management, LLC
CLOSED
Shares0 from 2,749
Change-2,749 (-100%)
Value$0 (-$311.4K)
Filed 2026-11-02
Pennsylvania Capital Management Inc
CLOSED
Shares0 from 2,632
Change-2,632 (-100%)
Value$0 (-$298.1K)
Filed 2026-11-05
Gill Capital Partners, LLC
CLOSED
Shares0 from 2,588
Change-2,588 (-100%)
Value$0 (-$293.2K)
Filed 2026-10-13
HighRoad Wealth Advisors, LLC
CLOSED
Shares0 from 2,542
Change-2,542 (-100%)
Value$0 (-$287.9K)
Filed 2026-10-14
SkyOak Wealth, LLC
CLOSED
Shares0 from 2,483
Change-2,483 (-100%)
Value$0 (-$281.2K)
Filed 2026-10-28
Martel Wealth Advisors LLC
CLOSED
Shares0 from 2,400
Change-2,400 (-100%)
Value$0 (-$271.8K)
Filed 2026-10-14
Mindset Wealth Management, LLC
CLOSED
Shares0 from 2,385
Change-2,385 (-100%)
Value$0 (-$270.2K)
Filed 2026-10-19
A4 Wealth Advisors LLC
CLOSED
Shares0 from 2,344
Change-2,344 (-100%)
Value$0 (-$265.5K)
Filed 2026-10-20
Autumn Glory Partners, LLC
CLOSED
Shares0 from 2,342
Change-2,342 (-100%)
Value$0 (-$265.3K)
Filed 2026-10-26
Atlas Private Wealth Advisors
CLOSED
Shares0 from 2,323
Change-2,323 (-100%)
Value$0 (-$263.1K)
Filed 2026-10-23
Trillium Asset Management, LLC
CLOSED
Shares0 from 2,238
Change-2,238 (-100%)
Value$0 (-$253.5K)
Filed 2026-11-09
Andrews Advisory Associates, LLC
CLOSED
Shares0 from 2,235
Change-2,235 (-100%)
Value$0 (-$253.1K)
Filed 2026-10-15
Kaizen Financial Strategies
CLOSED
Shares0 from 2,200
Change-2,200 (-100%)
Value$0 (-$239.5K)
Filed 2026-10-09
Koesten, Hirschmann & Crabtree, Inc.
CLOSED
Shares0 from 2,126
Change-2,126 (-100%)
Value$0 (-$240.8K)
Filed 2026-10-13
Madrona Financial Services, LLC
CLOSED
Shares0 from 2,098
Change-2,098 (-100%)
Value$0 (-$237.6K)
Filed 2026-10-23
Boston Standard Wealth Management, LLC
CLOSED
Shares0 from 2,063
Change-2,063 (-100%)
Value$0 (-$221.6K)
Filed 2026-10-07
Tillman Hartley LLC
CLOSED
Shares0 from 2,049
Change-2,049 (-100%)
Value$0 (-$232.1K)
Filed 2026-11-06
Howard Bailey Securities, LLC
CLOSED
Shares0 from 2,013
Change-2,013 (-100%)
Value$0 (-$227.9K)
Filed 2026-10-27
Carroll Advisory Group, LLC
CLOSED
Shares0 from 2,001
Change-2,001 (-100%)
Value$0 (-$226.7K)
Filed 2026-10-16
Clarity Wealth Advisors, LLC
CLOSED
Shares0 from 2,000
Change-2,000 (-100%)
Value$0 (-$226.5K)
Filed 2026-10-21
OFS Enterprise LLC
CLOSED
Shares0 from 1,979
Change-1,979 (-100%)
Value$0 (-$224.1K)
Filed 2026-10-16
Elevate Capital Advisors, LLC
CLOSED
Shares0 from 1,964
Change-1,964 (-100%)
Value$0 (-$222.4K)
Filed 2026-11-02
Cabot Wealth Management Inc
CLOSED
Shares0 from 1,950
Change-1,950 (-100%)
Value$0 (-$220.9K)
Filed 2026-11-05
O'Connor Financial Group LLC
CLOSED
Shares0 from 1,931
Change-1,931 (-100%)
Value$0 (-$218.7K)
Filed 2026-10-26
Junk Investment Group, LLC
CLOSED
Shares0 from 1,923
Change-1,923 (-100%)
Value$0 (-$217.8K)
Filed 2026-10-19
Magnolia Wealth Management, LLC
CLOSED
Shares0 from 1,918
Change-1,918 (-100%)
Value$0 (-$217.2K)
Filed 2026-10-16
McCollum Christoferson Group LLC
CLOSED
Shares0 from 1,917
Change-1,917 (-100%)
Value$0 (-$217.1K)
Filed 2026-10-13
Flower City Capital
CLOSED
Shares0 from 1,914
Change-1,914 (-100%)
Value$0 (-$216.8K)
Filed 2026-10-15
Signature Wealth Management Partners, LLC
CLOSED
Shares0 from 1,913
Change-1,913 (-100%)
Value$0 (-$216.7K)
Filed 2026-10-21
RM Financial Services, LLC
CLOSED
Shares0 from 1,910
Change-1,910 (-100%)
Value$0 (-$216.3K)
Filed 2026-11-03
Providence Financial Advisors, LLC
CLOSED
Shares0 from 1,906
Change-1,906 (-100%)
Value$0 (-$215.9K)
Filed 2026-11-06
Bayshore Asset Management, LLC
CLOSED
Shares0 from 1,904
Change-1,904 (-100%)
Value$0 (-$215.6K)
Filed 2026-11-03
Truefg, LLC
CLOSED
Shares0 from 1,899
Change-1,899 (-100%)
Value$0 (-$215.1K)
Filed 2026-10-15
Jessup Wealth Management, Inc
CLOSED
Shares0 from 1,897
Change-1,897 (-100%)
Value$0 (-$214.9K)
Filed 2026-10-20
TruNorth Capital Management, LLC
CLOSED
Shares0 from 1,883
Change-1,883 (-100%)
Value$0 (-$213.3K)
Filed 2026-10-14
21 West Wealth Management LLC
CLOSED
Shares0 from 1,876
Change-1,876 (-100%)
Value$0 (-$212.5K)
Filed 2026-10-13
Objective Capital Management, LLC
CLOSED
Shares0 from 1,872
Change-1,872 (-100%)
Value$0 (-$212.0K)
Filed 2026-10-13
FDx Advisors, Inc.
CLOSED
Shares0 from 1,863
Change-1,863 (-100%)
Value$0 (-$211.0K)
Filed 2026-11-09
Ipswich Investment Management Co., Inc.
CLOSED
Shares0 from 1,857
Change-1,857 (-100%)
Value$0 (-$210.3K)
Filed 2026-10-13
Lexington Hill Partners, LLC
CLOSED
Shares0 from 1,843
Change-1,843 (-100%)
Value$0 (-$208.7K)
Filed 2026-10-13
Brickley Wealth Management
CLOSED
Shares0 from 1,842
Change-1,842 (-100%)
Value$0 (-$208.6K)
Filed 2026-11-04
StoneCrest Wealth Management, Inc.
CLOSED
Shares0 from 1,834
Change-1,834 (-100%)
Value$0 (-$207.7K)
Filed 2026-11-03
Midwest Financial Partners Investments, Inc.
CLOSED
Shares0 from 1,834
Change-1,834 (-100%)
Value$0 (-$207.7K)
Filed 2026-10-08
Tortuga Wealth Management, Inc
CLOSED
Shares0 from 1,828
Change-1,828 (-100%)
Value$0 (-$207.0K)
Filed 2026-10-27
Willis Investment Counsel
CLOSED
Shares0 from 1,826
Change-1,826 (-100%)
Value$0 (-$206.8K)
Filed 2026-10-20
Portus Wealth Advisors, LLC
CLOSED
Shares0 from 1,820
Change-1,820 (-100%)
Value$0 (-$206.2K)
Filed 2026-10-13
Tepp RIA, LLC
CLOSED
Shares0 from 1,816
Change-1,816 (-100%)
Value$0 (-$205.7K)
Filed 2026-10-14
Weil Company, Inc.
CLOSED
Shares0 from 1,813
Change-1,813 (-100%)
Value$0 (-$205.4K)
Filed 2026-10-14
Winebrenner Capital Management LLC
CLOSED
Shares0 from 1,807
Change-1,807 (-100%)
Value$0 (-$204.7K)
Filed 2026-10-07
Treasure Coast Financial Planning
CLOSED
Shares0 from 1,800
Change-1,800 (-100%)
Value$0 (-$203.9K)
Filed 2026-11-03
SP Asset Management LLC
CLOSED
Shares0 from 1,799
Change-1,799 (-100%)
Value$0 (-$203.7K)
Filed 2026-11-05
Greater Midwest Financial Group, LLC
CLOSED
Shares0 from 1,793
Change-1,793 (-100%)
Value$0 (-$203.1K)
Filed 2026-10-13
Chaney Capital Management, Inc.
CLOSED
Shares0 from 1,787
Change-1,787 (-100%)
Value$0 (-$202.4K)
Filed 2026-11-09
Scott Capital Advisors, LLC
CLOSED
Shares0 from 1,781
Change-1,781 (-100%)
Value$0 (-$201.7K)
Filed 2026-10-13
Briaud Financial Planning Inc
CLOSED
Shares0 from 1,780
Change-1,780 (-100%)
Value$0 (-$201.6K)
Filed 2026-10-20
Range Financial Group LLC
CLOSED
Shares0 from 1,774
Change-1,774 (-100%)
Value$0 (-$200.9K)
Filed 2026-10-21
Atlatl Advisers LLC
CLOSED
Shares0 from 1,440
Change-1,440 (-100%)
Value$0 (-$163.1K)
Filed 2026-10-22
Strategic Wealth Advisors LLC
CLOSED
Shares0 from 1,245
Change-1,245 (-100%)
Value$0 (-$138)
Filed 2026-11-06
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 1,095
Change-1,095 (-100%)
Value$0 (-$124.0K)
Filed 2026-10-29
Robinswood Financial LLC
CLOSED
Shares0 from 730
Change-730 (-100%)
Value$0 (-$82.7K)
Filed 2026-10-20
Islay Capital Management, LLC
CLOSED
Shares0 from 456
Change-456 (-100%)
Value$0 (-$51.6K)
Filed 2026-10-20
Timothy G. Youngquist 2020 Irrevocable Trust
CLOSED
Shares0 from 400
Change-400 (-100%)
Value$0 (-$45.3K)
Filed 2026-10-13
Harbor Capital Advisors, Inc.
CLOSED
Shares0 from 199
Change-199 (-100%)
Value$0 (-$23)
Filed 2026-10-22
Whipplewood Advisors, LLC
CLOSED
Shares0 from 177
Change-177 (-100%)
Value$0 (-$20.0K)
Filed 2026-10-20
Sims Investment Management, LLC
CLOSED
Shares0 from 30
Change-30 (-100%)
Value$0 (-$3.4K)
Filed 2026-10-13
Nvest Wealth Strategies, Inc.
CLOSED
Shares0 from 28
Change-28 (-100%)
Value$0 (-$3.2K)
Filed 2026-10-14
Intact Investment Management Inc.
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-11-03
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$1.6M (-$28.3K)
Filed 2026-10-29
BlackRock, Inc.
N/A
Shares— from 354,196,208
Change-354,196,208 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 286,350,346
Change-286,350,346 (-100%)
Value—
State Street Corp
N/A
Shares— from 188,036,646
Change-188,036,646 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 148,459,333
Change-148,459,333 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 96,309,921
Change-96,309,921 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 94,765,592
Change-94,765,592 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 88,318,921
Change-88,318,921 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 65,823,155
Change-65,823,155 (-100%)
Value—
Norges Bank
N/A
Shares— from 57,423,929
Change-57,423,929 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 42,255,005
Change-42,255,005 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 40,990,221
Change-40,990,221 (-100%)
Value—
State Farm Mutual Automobile Insurance Co
N/A
Shares— from 38,994,947
Change-38,994,947 (-100%)
Value—
FMR LLC
N/A
Shares— from 31,265,128
Change-31,265,128 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 30,500,618
Change-30,500,618 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 28,786,662
Change-28,786,662 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 27,048,733
Change-27,048,733 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 27,033,202
Change-27,033,202 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 27,015,680
Change-27,015,680 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 25,654,853
Change-25,654,853 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 25,306,024
Change-25,306,024 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 24,665,951
Change-24,665,951 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 24,218,764
Change-24,218,764 (-100%)
Value—
UBS Group AG
N/A
Shares— from 22,447,440
Change-22,447,440 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 21,983,090
Change-21,983,090 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 19,461,555
Change-19,461,555 (-100%)
Value—
Jennison Associates LLC
N/A
Shares— from 18,541,042
Change-18,541,042 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 14,024,418
Change-14,024,418 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 12,674,228
Change-12,674,228 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 12,367,300
Change-12,367,300 (-100%)
Value—
National Pension Service
N/A
Shares— from 10,314,166
Change-10,314,166 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 10,282,706
Change-10,282,706 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 10,015,221
Change-10,015,221 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 9,441,918
Change-9,441,918 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 8,763,067
Change-8,763,067 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 8,734,291
Change-8,734,291 (-100%)
Value—
Gates Foundation Trust
N/A
Shares— from 8,390,477
Change-8,390,477 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 7,954,121
Change-7,954,121 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 7,687,628
Change-7,687,628 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 7,340,834
Change-7,340,834 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 7,034,053
Change-7,034,053 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 6,671,419
Change-6,671,419 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 6,210,515
Change-6,210,515 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 5,832,209
Change-5,832,209 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 5,826,859
Change-5,826,859 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 5,624,646
Change-5,624,646 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 5,509,526
Change-5,509,526 (-100%)
Value—
Capital World Investors
N/A
Shares— from 5,503,477
Change-5,503,477 (-100%)
Value—
Capital Wealth Planning, LLC
N/A
Shares— from 5,283,297
Change-5,283,297 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 5,119,609
Change-5,119,609 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 5,094,380
Change-5,094,380 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 4,743,493
Change-4,743,493 (-100%)
Value—
Capital International Investors
N/A
Shares— from 4,663,667
Change-4,663,667 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 4,653,662
Change-4,653,662 (-100%)
Value—
APG Asset Management N.V.
N/A
Shares— from 4,577,575
Change-4,577,575 (-100%)
Value—
Aviva PLC
N/A
Shares— from 4,402,062
Change-4,402,062 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 4,132,839
Change-4,132,839 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 3,966,564
Change-3,966,564 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 3,839,127
Change-3,839,127 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 3,738,027
Change-3,738,027 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 3,648,826
Change-3,648,826 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 3,648,691
Change-3,648,691 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 3,623,426
Change-3,623,426 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 3,532,526
Change-3,532,526 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 3,503,210
Change-3,503,210 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 3,431,240
Change-3,431,240 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 3,318,380
Change-3,318,380 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 3,287,864
Change-3,287,864 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 3,249,329
Change-3,249,329 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 3,202,395
Change-3,202,395 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 3,099,918
Change-3,099,918 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 3,081,891
Change-3,081,891 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 3,076,049
Change-3,076,049 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 3,075,294
Change-3,075,294 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 3,057,894
Change-3,057,894 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 2,944,661
Change-2,944,661 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 2,901,700
Change-2,901,700 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 2,884,602
Change-2,884,602 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 2,860,565
Change-2,860,565 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 2,800,172
Change-2,800,172 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 2,775,100
Change-2,775,100 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 2,711,446
Change-2,711,446 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 2,678,512
Change-2,678,512 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 2,627,039
Change-2,627,039 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 2,604,169
Change-2,604,169 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 2,500,162
Change-2,500,162 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 2,459,775
Change-2,459,775 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 2,405,386
Change-2,405,386 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 2,345,146
Change-2,345,146 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 2,338,988
Change-2,338,988 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 2,331,702
Change-2,331,702 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 2,314,696
Change-2,314,696 (-100%)
Value—
Blair William & Co
N/A
Shares— from 2,270,879
Change-2,270,879 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,238,944
Change-2,238,944 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 2,187,871
Change-2,187,871 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 2,153,623
Change-2,153,623 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 2,142,845
Change-2,142,845 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 2,123,512
Change-2,123,512 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 2,120,384
Change-2,120,384 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 2,108,692
Change-2,108,692 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 2,096,827
Change-2,096,827 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 2,092,745
Change-2,092,745 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 2,092,622
Change-2,092,622 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 2,070,213
Change-2,070,213 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 2,064,580
Change-2,064,580 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 2,053,705
Change-2,053,705 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 2,025,507
Change-2,025,507 (-100%)
Value—
Menora Mivtachim Holdings Ltd.
N/A
Shares— from 1,981,394
Change-1,981,394 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 1,980,005
Change-1,980,005 (-100%)
Value—
Lord, Abbett & Co. LLC
N/A
Shares— from 1,944,944
Change-1,944,944 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 1,899,863
Change-1,899,863 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 1,869,761
Change-1,869,761 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 1,791,600
Change-1,791,600 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 1,745,623
Change-1,745,623 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,745,338
Change-1,745,338 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 1,675,204
Change-1,675,204 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 1,623,464
Change-1,623,464 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 1,592,678
Change-1,592,678 (-100%)
Value—
Stephens Inc
N/A
Shares— from 1,587,838
Change-1,587,838 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 1,580,681
Change-1,580,681 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 1,566,923
Change-1,566,923 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 1,501,695
Change-1,501,695 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 1,494,542
Change-1,494,542 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 1,492,628
Change-1,492,628 (-100%)
Value—
Junto Capital Management LP
N/A
Shares— from 1,486,891
Change-1,486,891 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 1,484,957
Change-1,484,957 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 1,466,004
Change-1,466,004 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 1,464,970
Change-1,464,970 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 1,446,829
Change-1,446,829 (-100%)
Value—
Capitolis Liquid Global Markets LLC
N/A
Shares— from 1,440,683
Change-1,440,683 (-100%)
Value—
&partners
N/A
Shares— from 1,439,555
Change-1,439,555 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 1,437,888
Change-1,437,888 (-100%)
Value—
Zurich Insurance Group Ltd
N/A
Shares— from 1,437,690
Change-1,437,690 (-100%)
Value—
Holocene Advisors, LP
N/A
Shares— from 1,405,000
Change-1,405,000 (-100%)
Value—
Tredje Ap-fonden
N/A
Shares— from 1,382,854
Change-1,382,854 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 1,346,062
Change-1,346,062 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 1,336,745
Change-1,336,745 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 1,334,386
Change-1,334,386 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 1,317,575
Change-1,317,575 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 1,279,607
Change-1,279,607 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 1,270,314
Change-1,270,314 (-100%)
Value—
Groupama Asset Managment
N/A
Shares— from 1,258,488
Change-1,258,488 (-100%)
Value—
Capula Management Ltd
N/A
Shares— from 1,253,680
Change-1,253,680 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 1,251,283
Change-1,251,283 (-100%)
Value—
Capital Research Global Investors
N/A
Shares— from 1,243,089
Change-1,243,089 (-100%)
Value—
Commerce Bank
N/A
Shares— from 1,230,691
Change-1,230,691 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,132,289
Change-1,132,289 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 1,085,825
Change-1,085,825 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 1,078,980
Change-1,078,980 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,033,858
Change-1,033,858 (-100%)
Value—
Steadfast Capital Management LP
N/A
Shares— from 1,027,200
Change-1,027,200 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 1,017,867
Change-1,017,867 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 992,586
Change-992,586 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 988,050
Change-988,050 (-100%)
Value—
Life Cycle Investment Partners Ltd
N/A
Shares— from 983,477
Change-983,477 (-100%)
Value—
Blue Sparrow, LLC
N/A
Shares— from 975,000
Change-975,000 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 956,918
Change-956,918 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 942,497
Change-942,497 (-100%)
Value—
Employees Retirement System of Texas
N/A
Shares— from 912,700
Change-912,700 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 891,781
Change-891,781 (-100%)
Value—
Mediolanum International Funds Ltd
N/A
Shares— from 882,962
Change-882,962 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 874,800
Change-874,800 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 871,352
Change-871,352 (-100%)
Value—
Homestead Advisers Corp
N/A
Shares— from 852,963
Change-852,963 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 847,495
Change-847,495 (-100%)
Value—
Atalanta Sosnoff Capital, LLC
N/A
Shares— from 791,992
Change-791,992 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 786,348
Change-786,348 (-100%)
Value—
Man Group plc
N/A
Shares— from 786,149
Change-786,149 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 784,067
Change-784,067 (-100%)
Value—
Vinva Investment Management Ltd
N/A
Shares— from 776,200
Change-776,200 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 770,187
Change-770,187 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 767,751
Change-767,751 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 765,210
Change-765,210 (-100%)
Value—
Polar Capital Holdings Plc
N/A
Shares— from 748,191
Change-748,191 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 728,571
Change-728,571 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 726,389
Change-726,389 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 714,118
Change-714,118 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 712,555
Change-712,555 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 712,086
Change-712,086 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 710,446
Change-710,446 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 686,633
Change-686,633 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 681,087
Change-681,087 (-100%)
Value—
Varma Mutual Pension Insurance Co
N/A
Shares— from 680,366
Change-680,366 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 678,683
Change-678,683 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 666,457
Change-666,457 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 661,848
Change-661,848 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 657,379
Change-657,379 (-100%)
Value—
Groupe la Francaise
N/A
Shares— from 651,544
Change-651,544 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 645,152
Change-645,152 (-100%)
Value—
Andra Ap-fonden
N/A
Shares— from 641,940
Change-641,940 (-100%)
Value—
FIL Ltd
N/A
Shares— from 638,127
Change-638,127 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 636,889
Change-636,889 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 632,917
Change-632,917 (-100%)
Value—
Prudential PLC
N/A
Shares— from 631,842
Change-631,842 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 621,705
Change-621,705 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 620,716
Change-620,716 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 620,381
Change-620,381 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 620,349
Change-620,349 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 616,492
Change-616,492 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 613,461
Change-613,461 (-100%)
Value—
Ilmarinen Mutual Pension Insurance Co
N/A
Shares— from 604,535
Change-604,535 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 600,347
Change-600,347 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 596,117
Change-596,117 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 589,816
Change-589,816 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 567,537
Change-567,537 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 564,758
Change-564,758 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 563,759
Change-563,759 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 559,922
Change-559,922 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 555,672
Change-555,672 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 554,711
Change-554,711 (-100%)
Value—
ING Groep NV
N/A
Shares— from 547,247
Change-547,247 (-100%)
Value—
Bristol Gate Capital Partners Inc.
N/A
Shares— from 536,487
Change-536,487 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 530,264
Change-530,264 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 529,357
Change-529,357 (-100%)
Value—
Elo Mutual Pension Insurance Co
N/A
Shares— from 514,630
Change-514,630 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 514,068
Change-514,068 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 511,640
Change-511,640 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 509,148
Change-509,148 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 492,345
Change-492,345 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 492,040
Change-492,040 (-100%)
Value—
Nan Shan Life Insurance Co., Ltd.
N/A
Shares— from 490,596
Change-490,596 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 478,201
Change-478,201 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 475,928
Change-475,928 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 467,771
Change-467,771 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 453,568
Change-453,568 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 449,267
Change-449,267 (-100%)
Value—
Anomaly Capital Management, LP
N/A
Shares— from 449,044
Change-449,044 (-100%)
Value—
EFG International AG
N/A
Shares— from 447,282
Change-447,282 (-100%)
Value—
Cumberland Partners Ltd
N/A
Shares— from 446,379
Change-446,379 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 445,557
Change-445,557 (-100%)
Value—
Delta Global Management LP
N/A
Shares— from 438,356
Change-438,356 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 423,914
Change-423,914 (-100%)
Value—
Castle Hook Partners LP
N/A
Shares— from 421,865
Change-421,865 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 421,467
Change-421,467 (-100%)
Value—
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
N/A
Shares— from 417,265
Change-417,265 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 410,525
Change-410,525 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 409,349
Change-409,349 (-100%)
Value—
Allstate Corp
N/A
Shares— from 407,817
Change-407,817 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 388,444
Change-388,444 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 385,637
Change-385,637 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 379,558
Change-379,558 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 378,927
Change-378,927 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 378,786
Change-378,786 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 378,055
Change-378,055 (-100%)
Value—
Harvest Fund Management Co., Ltd
N/A
Shares— from 372,406
Change-372,406 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 370,677
Change-370,677 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 367,216
Change-367,216 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 363,775
Change-363,775 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 357,980
Change-357,980 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 356,966
Change-356,966 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 354,932
Change-354,932 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 352,911
Change-352,911 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 350,072
Change-350,072 (-100%)
Value—
Main Street Research LLC
N/A
Shares— from 348,650
Change-348,650 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 339,915
Change-339,915 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 337,787
Change-337,787 (-100%)
Value—
Lighthouse Investment Partners, LLC
N/A
Shares— from 334,101
Change-334,101 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 333,037
Change-333,037 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 325,915
Change-325,915 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 322,825
Change-322,825 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 312,237
Change-312,237 (-100%)
Value—
Saudi Central Bank
N/A
Shares— from 306,938
Change-306,938 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 305,612
Change-305,612 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 304,290
Change-304,290 (-100%)
Value—
Cartenna Capital, LP
N/A
Shares— from 300,000
Change-300,000 (-100%)
Value—
Ontario Teachers Pension Plan Board
N/A
Shares— from 299,561
Change-299,561 (-100%)
Value—
Epoch Investment Partners, Inc.
N/A
Shares— from 295,682
Change-295,682 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 293,891
Change-293,891 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 293,363
Change-293,363 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 291,493
Change-291,493 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 289,445
Change-289,445 (-100%)
Value—
Beck Mack & Oliver LLC
N/A
Shares— from 289,042
Change-289,042 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 286,143
Change-286,143 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 286,089
Change-286,089 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 281,716
Change-281,716 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 278,946
Change-278,946 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 276,742
Change-276,742 (-100%)
Value—
Kentucky Retirement Systems
N/A
Shares— from 274,665
Change-274,665 (-100%)
Value—
Hamilton Capital Partners Inc.
N/A
Shares— from 270,393
Change-270,393 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 269,063
Change-269,063 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 266,864
Change-266,864 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 264,783
Change-264,783 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 258,970
Change-258,970 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 258,759
Change-258,759 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 257,264
Change-257,264 (-100%)
Value—
Commerzbank Aktiengesellschaft
N/A
Shares— from 255,387
Change-255,387 (-100%)
Value—
Dnca Finance
N/A
Shares— from 254,700
Change-254,700 (-100%)
Value—
Simmons Bank
N/A
Shares— from 244,139
Change-244,139 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 243,551
Change-243,551 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 241,814
Change-241,814 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 240,430
Change-240,430 (-100%)
Value—
Stillwater Capital Advisors, LLC
N/A
Shares— from 238,363
Change-238,363 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 237,020
Change-237,020 (-100%)
Value—
Liontrust Investment Partners LLP
N/A
Shares— from 235,163
Change-235,163 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 230,825
Change-230,825 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 230,262
Change-230,262 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 229,657
Change-229,657 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 227,362
Change-227,362 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 226,880
Change-226,880 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 226,804
Change-226,804 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 225,500
Change-225,500 (-100%)
Value—
Benchstone Capital Management LP
N/A
Shares— from 224,032
Change-224,032 (-100%)
Value—
Lathrop Investment Management Co
N/A
Shares— from 217,908
Change-217,908 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 217,891
Change-217,891 (-100%)
Value—
Trajan Wealth LLC
N/A
Shares— from 216,885
Change-216,885 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 214,195
Change-214,195 (-100%)
Value—
Fred Alger Management, LLC
N/A
Shares— from 213,748
Change-213,748 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 212,224
Change-212,224 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 210,958
Change-210,958 (-100%)
Value—
CCM Investment Advisers LLC
N/A
Shares— from 205,985
Change-205,985 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 204,702
Change-204,702 (-100%)
Value—
SRB Corp
N/A
Shares— from 202,248
Change-202,248 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 200,798
Change-200,798 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 200,360
Change-200,360 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 199,823
Change-199,823 (-100%)
Value—
Clarity Financial LLC
N/A
Shares— from 197,868
Change-197,868 (-100%)
Value—
Harvest Portfolios Group Inc.
N/A
Shares— from 195,863
Change-195,863 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 193,525
Change-193,525 (-100%)
Value—
Lombard Odier Asset Management (Switzerland) SA
N/A
Shares— from 192,381
Change-192,381 (-100%)
Value—
Siemens Fonds Invest GmbH
N/A
Shares— from 189,141
Change-189,141 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 186,816
Change-186,816 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 183,286
Change-183,286 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 180,243
Change-180,243 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 179,589
Change-179,589 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 178,737
Change-178,737 (-100%)
Value—
Managed Asset Portfolios, LLC
N/A
Shares— from 178,651
Change-178,651 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 177,876
Change-177,876 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 177,236
Change-177,236 (-100%)
Value—
SummitTX Capital, L.P.
N/A
Shares— from 176,720
Change-176,720 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 174,204
Change-174,204 (-100%)
Value—
Trans-Canada Capital Inc.
N/A
Shares— from 172,910
Change-172,910 (-100%)
Value—
Dodge & COX
N/A
Shares— from 172,435
Change-172,435 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 172,127
Change-172,127 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 172,045
Change-172,045 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 169,480
Change-169,480 (-100%)
Value—
DJE Kapital AG
N/A
Shares— from 169,446
Change-169,446 (-100%)
Value—
Jupiter Asset Management LTD
N/A
Shares— from 169,257
Change-169,257 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 168,641
Change-168,641 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 168,635
Change-168,635 (-100%)
Value—
Milford Funds LTD
N/A
Shares— from 168,275
Change-168,275 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 167,885
Change-167,885 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 167,546
Change-167,546 (-100%)
Value—
Laffer Tengler Investments, Inc.
N/A
Shares— from 167,545
Change-167,545 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 167,131
Change-167,131 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 164,657
Change-164,657 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 162,214
Change-162,214 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 161,318
Change-161,318 (-100%)
Value—
Paralel Advisors LLC
N/A
Shares— from 160,000
Change-160,000 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 159,836
Change-159,836 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 159,512
Change-159,512 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 159,109
Change-159,109 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 158,313
Change-158,313 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 157,510
Change-157,510 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 157,048
Change-157,048 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 156,594
Change-156,594 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 155,200
Change-155,200 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 155,179
Change-155,179 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 154,785
Change-154,785 (-100%)
Value—
Rowlandmiller & Partners.adv
N/A
Shares— from 154,570
Change-154,570 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 153,913
Change-153,913 (-100%)
Value—
Interval Partners, LP
N/A
Shares— from 153,469
Change-153,469 (-100%)
Value—
Unisphere Establishment
N/A
Shares— from 150,000
Change-150,000 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 148,711
Change-148,711 (-100%)
Value—
Empirical Finance, LLC
N/A
Shares— from 147,788
Change-147,788 (-100%)
Value—
Wesleyan Assurance Society
N/A
Shares— from 146,510
Change-146,510 (-100%)
Value—
Primecap Management Co
N/A
Shares— from 144,600
Change-144,600 (-100%)
Value—
BNP Paribas
N/A
Shares— from 143,790
Change-143,790 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 143,081
Change-143,081 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 142,067
Change-142,067 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 142,062
Change-142,062 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 141,973
Change-141,973 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 140,738
Change-140,738 (-100%)
Value—
KEB Asset Management, LLC
N/A
Shares— from 140,617
Change-140,617 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 140,559
Change-140,559 (-100%)
Value—
Caisse DES Depots ET Consignations
N/A
Shares— from 140,542
Change-140,542 (-100%)
Value—
TriCert Investment Counsel Inc.
N/A
Shares— from 140,157
Change-140,157 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 140,145
Change-140,145 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 139,817
Change-139,817 (-100%)
Value—
Longbow Finance SA
N/A
Shares— from 139,479
Change-139,479 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 138,450
Change-138,450 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 136,434
Change-136,434 (-100%)
Value—
Auxier Asset Management LLC
N/A
Shares— from 134,439
Change-134,439 (-100%)
Value—
Capital International, Inc.
N/A
Shares— from 133,389
Change-133,389 (-100%)
Value—
Rokos Capital Management LLP
N/A
Shares— from 132,792
Change-132,792 (-100%)
Value—
Callahan Advisors, LLC
N/A
Shares— from 132,761
Change-132,761 (-100%)
Value—
Mufg Securities Americas Inc.
N/A
Shares— from 132,041
Change-132,041 (-100%)
Value—
Ossiam
N/A
Shares— from 131,294
Change-131,294 (-100%)
Value—
Infusive Asset Management Inc.
N/A
Shares— from 130,491
Change-130,491 (-100%)
Value—
Allianz SE
N/A
Shares— from 129,319
Change-129,319 (-100%)
Value—
Banco BTG Pactual S.A.
N/A
Shares— from 128,500
Change-128,500 (-100%)
Value—
LGT Group Foundation
N/A
Shares— from 126,561
Change-126,561 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 126,291
Change-126,291 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 126,145
Change-126,145 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 125,832
Change-125,832 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 125,376
Change-125,376 (-100%)
Value—
Cantor Fitzgerald, L. P.
N/A
Shares— from 124,138
Change-124,138 (-100%)
Value—
Invictus Private Wealth, LLC
N/A
Shares— from 123,404
Change-123,404 (-100%)
Value—
WS Management Lllp
N/A
Shares— from 123,077
Change-123,077 (-100%)
Value—
Crawford Investment Counsel Inc
N/A
Shares— from 122,400
Change-122,400 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 122,229
Change-122,229 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 122,049
Change-122,049 (-100%)
Value—
Sienna Gestion
N/A
Shares— from 121,903
Change-121,903 (-100%)
Value—
Shelter Mutual Insurance Co
N/A
Shares— from 121,766
Change-121,766 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 121,133
Change-121,133 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 121,037
Change-121,037 (-100%)
Value—
NWI Management LP
N/A
Shares— from 120,000
Change-120,000 (-100%)
Value—
Hayek Kallen Investment Management
N/A
Shares— from 117,484
Change-117,484 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 116,964
Change-116,964 (-100%)
Value—
Navellier & Associates Inc
N/A
Shares— from 116,873
Change-116,873 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 116,786
Change-116,786 (-100%)
Value—
Susquehanna Portfolio Strategies, LLC
N/A
Shares— from 115,895
Change-115,895 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 115,781
Change-115,781 (-100%)
Value—
Connors Investor Services Inc
N/A
Shares— from 115,740
Change-115,740 (-100%)
Value—
Kentucky Retirement Systems Insurance Trust Fund
N/A
Shares— from 113,982
Change-113,982 (-100%)
Value—
Alexander Labrunerie & Co., Inc.
N/A
Shares— from 112,397
Change-112,397 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 112,267
Change-112,267 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 112,113
Change-112,113 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 111,474
Change-111,474 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 111,028
Change-111,028 (-100%)
Value—
Barbara Oil Co.
N/A
Shares— from 110,000
Change-110,000 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 109,728
Change-109,728 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 109,353
Change-109,353 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 109,344
Change-109,344 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 108,989
Change-108,989 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 107,934
Change-107,934 (-100%)
Value—
Boston Research & Management Inc
N/A
Shares— from 107,734
Change-107,734 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 106,407
Change-106,407 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 106,320
Change-106,320 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 105,952
Change-105,952 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 104,996
Change-104,996 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 104,720
Change-104,720 (-100%)
Value—
Hodges Capital Management Inc.
N/A
Shares— from 104,303
Change-104,303 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 104,266
Change-104,266 (-100%)
Value—
RBF Capital, LLC
N/A
Shares— from 102,822
Change-102,822 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 102,699
Change-102,699 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 101,893
Change-101,893 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 101,132
Change-101,132 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 100,317
Change-100,317 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 100,300
Change-100,300 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 98,940
Change-98,940 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 98,317
Change-98,317 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 97,489
Change-97,489 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 97,059
Change-97,059 (-100%)
Value—
Iyo Bank, Ltd.
N/A
Shares— from 96,073
Change-96,073 (-100%)
Value—
Quantitative Investment Management, LLC
N/A
Shares— from 95,844
Change-95,844 (-100%)
Value—
Opus Investment Management Inc
N/A
Shares— from 95,000
Change-95,000 (-100%)
Value—
Catalyst Funds Management Pty Ltd
N/A
Shares— from 94,352
Change-94,352 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 94,306
Change-94,306 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 93,003
Change-93,003 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 92,653
Change-92,653 (-100%)
Value—
AMJ Financial Wealth Management
N/A
Shares— from 92,639
Change-92,639 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 92,378
Change-92,378 (-100%)
Value—
Forty-three Eighteen Advisors, LLC
N/A
Shares— from 92,326
Change-92,326 (-100%)
Value—
Capital International Sarl
N/A
Shares— from 92,258
Change-92,258 (-100%)
Value—
Permanens Capital L.P.
N/A
Shares— from 91,844
Change-91,844 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 91,712
Change-91,712 (-100%)
Value—
Joho Capital LLC
N/A
Shares— from 91,650
Change-91,650 (-100%)
Value—
Castleark Management LLC
N/A
Shares— from 91,570
Change-91,570 (-100%)
Value—
LGT Fund Management Co Ltd.
N/A
Shares— from 91,551
Change-91,551 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 91,065
Change-91,065 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 89,255
Change-89,255 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 88,929
Change-88,929 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 88,622
Change-88,622 (-100%)
Value—
Mokan Wealth Management Inc.
N/A
Shares— from 88,501
Change-88,501 (-100%)
Value—
Westfield Capital Management Co LP
N/A
Shares— from 88,491
Change-88,491 (-100%)
Value—
Weik Capital Management
N/A
Shares— from 87,341
Change-87,341 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 87,207
Change-87,207 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 86,961
Change-86,961 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 86,726
Change-86,726 (-100%)
Value—
Baader Bank Aktiengesellschaft
N/A
Shares— from 84,629
Change-84,629 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 83,774
Change-83,774 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 83,757
Change-83,757 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 83,602
Change-83,602 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 83,261
Change-83,261 (-100%)
Value—
Denali Advisors LLC
N/A
Shares— from 83,102
Change-83,102 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 82,954
Change-82,954 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 82,685
Change-82,685 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 82,395
Change-82,395 (-100%)
Value—
AR Asset Management Inc
N/A
Shares— from 82,265
Change-82,265 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 82,181
Change-82,181 (-100%)
Value—
Annandale Capital, LLC
N/A
Shares— from 81,779
Change-81,779 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 81,161
Change-81,161 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 80,089
Change-80,089 (-100%)
Value—
Capital International LTD
N/A
Shares— from 80,075
Change-80,075 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 79,930
Change-79,930 (-100%)
Value—
Quest Investment Management LLC
N/A
Shares— from 79,740
Change-79,740 (-100%)
Value—
Wealth Advisors of Tampa Bay, LLC
N/A
Shares— from 79,727
Change-79,727 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 79,703
Change-79,703 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 79,634
Change-79,634 (-100%)
Value—
RFP Financial Group LLC
N/A
Shares— from 79,574
Change-79,574 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 79,456
Change-79,456 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 77,807
Change-77,807 (-100%)
Value—
Bellars Harris Wealth Management, LLC
N/A
Shares— from 77,362
Change-77,362 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 76,989
Change-76,989 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 76,908
Change-76,908 (-100%)
Value—
Bcwm, LLC
N/A
Shares— from 76,114
Change-76,114 (-100%)
Value—
German American Bancorp, Inc.
N/A
Shares— from 75,664
Change-75,664 (-100%)
Value—
Night Squared LP
N/A
Shares— from 75,019
Change-75,019 (-100%)
Value—
BLI - Banque de Luxembourg Investments
N/A
Shares— from 74,580
Change-74,580 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 73,776
Change-73,776 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 73,231
Change-73,231 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 72,735
Change-72,735 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 72,549
Change-72,549 (-100%)
Value—
Estabrook Capital Management
N/A
Shares— from 72,338
Change-72,338 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 72,140
Change-72,140 (-100%)
Value—
Osmosis Investment Management UK Ltd
N/A
Shares— from 72,050
Change-72,050 (-100%)
Value—
Windward Capital Management Co
N/A
Shares— from 71,988
Change-71,988 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 71,528
Change-71,528 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 71,174
Change-71,174 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 70,636
Change-70,636 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 70,069
Change-70,069 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 69,732
Change-69,732 (-100%)
Value—
Delphi Financial Group, Inc.
N/A
Shares— from 69,260
Change-69,260 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 68,779
Change-68,779 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 67,796
Change-67,796 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 67,302
Change-67,302 (-100%)
Value—
Saranac Partners Ltd
N/A
Shares— from 67,120
Change-67,120 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 67,004
Change-67,004 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 66,341
Change-66,341 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 66,008
Change-66,008 (-100%)
Value—
Covington Investment Advisors Inc.
N/A
Shares— from 65,375
Change-65,375 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 65,232
Change-65,232 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 64,539
Change-64,539 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 64,509
Change-64,509 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 64,069
Change-64,069 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 63,868
Change-63,868 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 63,811
Change-63,811 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 63,381
Change-63,381 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 63,312
Change-63,312 (-100%)
Value—
Soros Fund Management LLC
N/A
Shares— from 63,099
Change-63,099 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 62,948
Change-62,948 (-100%)
Value—
Beck Capital Management, LLC
N/A
Shares— from 62,795
Change-62,795 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 62,787
Change-62,787 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 62,586
Change-62,586 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 62,415
Change-62,415 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 62,000
Change-62,000 (-100%)
Value—
Westerkirk Capital Inc.
N/A
Shares— from 61,907
Change-61,907 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 61,804
Change-61,804 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 61,783
Change-61,783 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 60,637
Change-60,637 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 60,494
Change-60,494 (-100%)
Value—
Byrne Financial Freedom, LLC
N/A
Shares— from 59,758
Change-59,758 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 59,473
Change-59,473 (-100%)
Value—
Peninsula Asset Management Inc
N/A
Shares— from 59,337
Change-59,337 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 59,299
Change-59,299 (-100%)
Value—
Twin Capital Management Inc
N/A
Shares— from 59,068
Change-59,068 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 58,876
Change-58,876 (-100%)
Value—
Henson-Edgewater Management, LLC
N/A
Shares— from 58,824
Change-58,824 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 58,500
Change-58,500 (-100%)
Value—
Core Alternative Capital
N/A
Shares— from 58,387
Change-58,387 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 58,207
Change-58,207 (-100%)
Value—
Niles Investment Management, LLC
N/A
Shares— from 58,014
Change-58,014 (-100%)
Value—
Claret Asset Management Corp
N/A
Shares— from 57,961
Change-57,961 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 57,915
Change-57,915 (-100%)
Value—
Hutner Capital Management Inc
N/A
Shares— from 57,724
Change-57,724 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 57,618
Change-57,618 (-100%)
Value—
B & T Capital Management DBA Alpha Capital Management
N/A
Shares— from 57,543
Change-57,543 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 57,309
Change-57,309 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 57,307
Change-57,307 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 56,643
Change-56,643 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 56,329
Change-56,329 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 56,310
Change-56,310 (-100%)
Value—
DoubleLine ETF Adviser LP
N/A
Shares— from 56,228
Change-56,228 (-100%)
Value—
Beck Bode, LLC
N/A
Shares— from 55,878
Change-55,878 (-100%)
Value—
Riverview Capital Advisers, LLC
N/A
Shares— from 55,775
Change-55,775 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 55,240
Change-55,240 (-100%)
Value—
FLP Wealth Management, LLC
N/A
Shares— from 55,050
Change-55,050 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 54,770
Change-54,770 (-100%)
Value—
VAN Lanschot Kempen Investment Management N.V.
N/A
Shares— from 54,531
Change-54,531 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 54,476
Change-54,476 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 54,143
Change-54,143 (-100%)
Value—
Alphadyne Asset Management LP
N/A
Shares— from 54,135
Change-54,135 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 53,964
Change-53,964 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 53,903
Change-53,903 (-100%)
Value—
Mendel Capital Management LLC
N/A
Shares— from 53,450
Change-53,450 (-100%)
Value—
ABN Amro Bank N.V.
N/A
Shares— from 52,800
Change-52,800 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 52,478
Change-52,478 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 52,462
Change-52,462 (-100%)
Value—
Meiji Yasuda Life Insurance Co
N/A
Shares— from 52,431
Change-52,431 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 52,398
Change-52,398 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 51,770
Change-51,770 (-100%)
Value—
First National Bank of Hutchinson
N/A
Shares— from 51,137
Change-51,137 (-100%)
Value—
Liberty One Investment Management, LLC
N/A
Shares— from 50,659
Change-50,659 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 50,559
Change-50,559 (-100%)
Value—
Winthrop Partners - WNY, LLC
N/A
Shares— from 50,180
Change-50,180 (-100%)
Value—
Broadwater Capital Management LLC
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 49,752
Change-49,752 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 49,626
Change-49,626 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 49,559
Change-49,559 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 49,405
Change-49,405 (-100%)
Value—
First National Advisers, LLC
N/A
Shares— from 48,394
Change-48,394 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 48,099
Change-48,099 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 47,971
Change-47,971 (-100%)
Value—
Triton Financial Group Inc
N/A
Shares— from 47,703
Change-47,703 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 47,571
Change-47,571 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 47,412
Change-47,412 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 47,260
Change-47,260 (-100%)
Value—
Occudo Quantitative Strategies LP
N/A
Shares— from 47,142
Change-47,142 (-100%)
Value—
Concentric Capital Strategies, LP
N/A
Shares— from 46,927
Change-46,927 (-100%)
Value—
Gilder Gagnon Howe & Co LLC
N/A
Shares— from 46,844
Change-46,844 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 46,734
Change-46,734 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 46,464
Change-46,464 (-100%)
Value—
Resources Management Corp
N/A
Shares— from 46,360
Change-46,360 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 46,047
Change-46,047 (-100%)
Value—
Aimz Investment Advisors, LLC
N/A
Shares— from 45,895
Change-45,895 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 45,863
Change-45,863 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 45,720
Change-45,720 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 45,316
Change-45,316 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 45,197
Change-45,197 (-100%)
Value—
Allred Capital Management, LLC
N/A
Shares— from 44,332
Change-44,332 (-100%)
Value—
Systematic Alpha Investments, LLC
N/A
Shares— from 44,100
Change-44,100 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 43,714
Change-43,714 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 43,697
Change-43,697 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 43,623
Change-43,623 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 43,443
Change-43,443 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 43,344
Change-43,344 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 43,162
Change-43,162 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 42,803
Change-42,803 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 42,430
Change-42,430 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 42,246
Change-42,246 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 41,880
Change-41,880 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 41,860
Change-41,860 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 41,421
Change-41,421 (-100%)
Value—
Beta Wealth Group, Inc.
N/A
Shares— from 41,247
Change-41,247 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 41,241
Change-41,241 (-100%)
Value—
RD Lewis Holdings, Inc.
N/A
Shares— from 41,201
Change-41,201 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 41,196
Change-41,196 (-100%)
Value—
MainStreet Investment Advisors LLC
N/A
Shares— from 41,082
Change-41,082 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 40,826
Change-40,826 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 40,445
Change-40,445 (-100%)
Value—
Arini Capital Management Ltd
N/A
Shares— from 40,000
Change-40,000 (-100%)
Value—
Boston Partners
N/A
Shares— from 39,798
Change-39,798 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 39,752
Change-39,752 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 39,658
Change-39,658 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 39,630
Change-39,630 (-100%)
Value—
Maytus Capital Management, LLC
N/A
Shares— from 39,452
Change-39,452 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 39,408
Change-39,408 (-100%)
Value—
Brooks, Moore & Associates, Inc.
N/A
Shares— from 39,368
Change-39,368 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 39,002
Change-39,002 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 38,962
Change-38,962 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 38,961
Change-38,961 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 38,904
Change-38,904 (-100%)
Value—
Cullen Capital Management, LLC
N/A
Shares— from 38,704
Change-38,704 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 38,569
Change-38,569 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 38,370
Change-38,370 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 38,315
Change-38,315 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 37,928
Change-37,928 (-100%)
Value—
Ceeto Capital Group, LLC
N/A
Shares— from 37,500
Change-37,500 (-100%)
Value—
Martin & Co Inc
N/A
Shares— from 37,478
Change-37,478 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 36,764
Change-36,764 (-100%)
Value—
Beacon Investment Advisors LLC
N/A
Shares— from 36,347
Change-36,347 (-100%)
Value—
Union Heritage Capital, LLC
N/A
Shares— from 36,342
Change-36,342 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 36,268
Change-36,268 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 36,247
Change-36,247 (-100%)
Value—
Pursue Wealth Partners LLC
N/A
Shares— from 35,285
Change-35,285 (-100%)
Value—
Iron Gate Global Advisors LLC
N/A
Shares— from 34,927
Change-34,927 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 33,965
Change-33,965 (-100%)
Value—
Precision Wealth Strategies, LLC
N/A
Shares— from 33,728
Change-33,728 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 33,078
Change-33,078 (-100%)
Value—
Harbor Advisors LLC
N/A
Shares— from 33,000
Change-33,000 (-100%)
Value—
Ostrum Asset Management
N/A
Shares— from 32,954
Change-32,954 (-100%)
Value—
Paragon Capital Management LLC
N/A
Shares— from 32,883
Change-32,883 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 32,814
Change-32,814 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 32,657
Change-32,657 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 32,615
Change-32,615 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 32,471
Change-32,471 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 31,883
Change-31,883 (-100%)
Value—
Dividend Assets Capital, LLC
N/A
Shares— from 31,877
Change-31,877 (-100%)
Value—
Hudson Value Partners, LLC
N/A
Shares— from 31,745
Change-31,745 (-100%)
Value—
Hemenway Trust Co LLC
N/A
Shares— from 31,677
Change-31,677 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 31,650
Change-31,650 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 31,283
Change-31,283 (-100%)
Value—
Kinloch Capital, LLC
N/A
Shares— from 30,994
Change-30,994 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 30,953
Change-30,953 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 30,914
Change-30,914 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 30,702
Change-30,702 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 30,444
Change-30,444 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 30,401
Change-30,401 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 30,337
Change-30,337 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 30,144
Change-30,144 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 30,039
Change-30,039 (-100%)
Value—
Trivant Custom Portfolio Group, LLC
N/A
Shares— from 29,997
Change-29,997 (-100%)
Value—
Highview Capital Management LLC
N/A
Shares— from 29,758
Change-29,758 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 29,653
Change-29,653 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 29,548
Change-29,548 (-100%)
Value—
Altshuler Shaham Ltd
N/A
Shares— from 29,354
Change-29,354 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 29,279
Change-29,279 (-100%)
Value—
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
N/A
Shares— from 29,143
Change-29,143 (-100%)
Value—
Fairfield, Bush & Co.
N/A
Shares— from 29,083
Change-29,083 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 29,006
Change-29,006 (-100%)
Value—
Game Creek Capital, LP
N/A
Shares— from 28,725
Change-28,725 (-100%)
Value—
Stamos Capital Partners, L.P.
N/A
Shares— from 28,647
Change-28,647 (-100%)
Value—
AXQ Capital, LP
N/A
Shares— from 28,488
Change-28,488 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 28,383
Change-28,383 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 28,281
Change-28,281 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 28,278
Change-28,278 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 28,191
Change-28,191 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 27,992
Change-27,992 (-100%)
Value—
Sandro Wealth Management LLC
N/A
Shares— from 27,940
Change-27,940 (-100%)
Value—
Sompo Asset Management Co., Ltd.
N/A
Shares— from 27,720
Change-27,720 (-100%)
Value—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A
Shares— from 27,549
Change-27,549 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 27,290
Change-27,290 (-100%)
Value—
First Dallas Securities Inc.
N/A
Shares— from 27,254
Change-27,254 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 26,836
Change-26,836 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 26,765
Change-26,765 (-100%)
Value—
South Dakota Investment Council
N/A
Shares— from 26,756
Change-26,756 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 26,591
Change-26,591 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 26,526
Change-26,526 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 26,483
Change-26,483 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 26,388
Change-26,388 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 25,803
Change-25,803 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 25,802
Change-25,802 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 25,272
Change-25,272 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 25,198
Change-25,198 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 25,153
Change-25,153 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 25,089
Change-25,089 (-100%)
Value—
Sphera Management Technology Funds Ltd
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 24,913
Change-24,913 (-100%)
Value—
Unifi Asset Management LP
N/A
Shares— from 24,911
Change-24,911 (-100%)
Value—
Havemeyer Place LP
N/A
Shares— from 24,669
Change-24,669 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 24,603
Change-24,603 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 24,532
Change-24,532 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 24,419
Change-24,419 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 24,377
Change-24,377 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 24,330
Change-24,330 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 24,296
Change-24,296 (-100%)
Value—
Aspire Growth Partners LLC
N/A
Shares— from 24,272
Change-24,272 (-100%)
Value—
Clough Capital Partners L P
N/A
Shares— from 24,151
Change-24,151 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 24,057
Change-24,057 (-100%)
Value—
Boxwood Ventures, Inc.
N/A
Shares— from 23,991
Change-23,991 (-100%)
Value—
44 Wealth Management LLC
N/A
Shares— from 23,916
Change-23,916 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 23,838
Change-23,838 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 23,777
Change-23,777 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 23,743
Change-23,743 (-100%)
Value—
Palisade Capital Management, LP
N/A
Shares— from 23,663
Change-23,663 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 23,567
Change-23,567 (-100%)
Value—
Banco de Sabadell, S.a
N/A
Shares— from 23,487
Change-23,487 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 23,445
Change-23,445 (-100%)
Value—
Intesa Sanpaolo S.p.A.
N/A
Shares— from 23,426
Change-23,426 (-100%)
Value—
Samjo Management, LLC
N/A
Shares— from 23,385
Change-23,385 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 23,357
Change-23,357 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 23,350
Change-23,350 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 23,202
Change-23,202 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 23,177
Change-23,177 (-100%)
Value—
Dockside LLC
N/A
Shares— from 23,102
Change-23,102 (-100%)
Value—
SWP Investment Management LLC
N/A
Shares— from 22,850
Change-22,850 (-100%)
Value—
SBI Okasan Asset Management Co.Ltd.
N/A
Shares— from 22,751
Change-22,751 (-100%)
Value—
Trustco Bank Corp N Y
N/A
Shares— from 22,748
Change-22,748 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 22,609
Change-22,609 (-100%)
Value—
Royal Capital Wealth Management, LLC
N/A
Shares— from 22,545
Change-22,545 (-100%)
Value—
Vickerman Investment Advisors, Inc.
N/A
Shares— from 22,541
Change-22,541 (-100%)
Value—
Guardian Capital LP
N/A
Shares— from 22,488
Change-22,488 (-100%)
Value—
Ruggiero Investments, Inc.
N/A
Shares— from 22,426
Change-22,426 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 22,107
Change-22,107 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 22,050
Change-22,050 (-100%)
Value—
Private Harbour Investment Management & Counsel, LLC
N/A
Shares— from 22,034
Change-22,034 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 22,033
Change-22,033 (-100%)
Value—
Harvey Capital Management Inc
N/A
Shares— from 21,888
Change-21,888 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 21,855
Change-21,855 (-100%)
Value—
X-Square Capital, LLC
N/A
Shares— from 21,632
Change-21,632 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 21,525
Change-21,525 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 21,454
Change-21,454 (-100%)
Value—
Cornerstone Select Advisors, LLC
N/A
Shares— from 21,447
Change-21,447 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 21,364
Change-21,364 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 21,229
Change-21,229 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 21,175
Change-21,175 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 21,167
Change-21,167 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 21,159
Change-21,159 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 21,157
Change-21,157 (-100%)
Value—
Rothschild Capital Partners, LLC
N/A
Shares— from 21,110
Change-21,110 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 20,999
Change-20,999 (-100%)
Value—
Hartford Funds Management Co LLC
N/A
Shares— from 20,866
Change-20,866 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 20,826
Change-20,826 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 20,689
Change-20,689 (-100%)
Value—
Meadowbrook Advisors Group, LLC
N/A
Shares— from 20,666
Change-20,666 (-100%)
Value—
AustralianSuper Pty Ltd
N/A
Shares— from 20,637
Change-20,637 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 20,623
Change-20,623 (-100%)
Value—
R.m.sincerbeaux Capital Management LLC
N/A
Shares— from 20,500
Change-20,500 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 20,422
Change-20,422 (-100%)
Value—
Fox Hill Wealth Management
N/A
Shares— from 20,245
Change-20,245 (-100%)
Value—
Cercano Management LLC
N/A
Shares— from 20,219
Change-20,219 (-100%)
Value—
Intrepid Capital Management Inc
N/A
Shares— from 20,186
Change-20,186 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 19,878
Change-19,878 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 19,805
Change-19,805 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 19,789
Change-19,789 (-100%)
Value—
Slagle Financial, LLC
N/A
Shares— from 19,788
Change-19,788 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 19,671
Change-19,671 (-100%)
Value—
Resolute Wealth Strategies, LLC
N/A
Shares— from 19,567
Change-19,567 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 19,539
Change-19,539 (-100%)
Value—
Lombard Odier Asset Management (Europe) Ltd
N/A
Shares— from 19,476
Change-19,476 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 19,059
Change-19,059 (-100%)
Value—
Bank OZK
N/A
Shares— from 18,990
Change-18,990 (-100%)
Value—
Painted Porch Advisors LLC
N/A
Shares— from 18,965
Change-18,965 (-100%)
Value—
T. Rowe Price Investment Management, Inc.
N/A
Shares— from 18,928
Change-18,928 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 18,924
Change-18,924 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 18,918
Change-18,918 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 18,816
Change-18,816 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 18,656
Change-18,656 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 18,511
Change-18,511 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 18,491
Change-18,491 (-100%)
Value—
Defiance ETFs, LLC
N/A
Shares— from 18,475
Change-18,475 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 18,428
Change-18,428 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 18,367
Change-18,367 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 18,329
Change-18,329 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 18,317
Change-18,317 (-100%)
Value—
North Dallas Bank & Trust Co
N/A
Shares— from 18,305
Change-18,305 (-100%)
Value—
Diamant Asset Management, Inc.
N/A
Shares— from 18,180
Change-18,180 (-100%)
Value—
Sirios Capital Management L P
N/A
Shares— from 17,990
Change-17,990 (-100%)
Value—
Accent Capital Management, LLC
N/A
Shares— from 17,938
Change-17,938 (-100%)
Value—
Peak Planning Group, LLC
N/A
Shares— from 17,928
Change-17,928 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 17,882
Change-17,882 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 17,843
Change-17,843 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 17,834
Change-17,834 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 17,435
Change-17,435 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 17,383
Change-17,383 (-100%)
Value—
Wealthspan Partners, LLC
N/A
Shares— from 17,347
Change-17,347 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 17,285
Change-17,285 (-100%)
Value—
Red Wave Investments LLC
N/A
Shares— from 17,227
Change-17,227 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 17,218
Change-17,218 (-100%)
Value—
Spreng Capital Management, Inc.
N/A
Shares— from 17,199
Change-17,199 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 17,019
Change-17,019 (-100%)
Value—
Somerset Group LLC
N/A
Shares— from 17,008
Change-17,008 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 16,882
Change-16,882 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 16,871
Change-16,871 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 16,815
Change-16,815 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 16,715
Change-16,715 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 16,621
Change-16,621 (-100%)
Value—
MWA Asset Management
N/A
Shares— from 16,446
Change-16,446 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 16,346
Change-16,346 (-100%)
Value—
Dynamic Technology Lab Private Ltd
N/A
Shares— from 16,325
Change-16,325 (-100%)
Value—
Westpac Banking Corp
N/A
Shares— from 16,289
Change-16,289 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 16,217
Change-16,217 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 16,194
Change-16,194 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 16,176
Change-16,176 (-100%)
Value—
Bank of Nova Scotia Trust Co
N/A
Shares— from 16,063
Change-16,063 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 15,926
Change-15,926 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 15,839
Change-15,839 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 15,800
Change-15,800 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 15,774
Change-15,774 (-100%)
Value—
Winning Points Advisors, LLC
N/A
Shares— from 15,762
Change-15,762 (-100%)
Value—
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A
Shares— from 15,702
Change-15,702 (-100%)
Value—
Wilson & Boucher Capital Management, LLC
N/A
Shares— from 15,690
Change-15,690 (-100%)
Value—
Abbot Financial Management, Inc.
N/A
Shares— from 15,641
Change-15,641 (-100%)
Value—
Samara Investment Management, LLC
N/A
Shares— from 15,607
Change-15,607 (-100%)
Value—
Clare Market Investments LLC
N/A
Shares— from 15,336
Change-15,336 (-100%)
Value—
Bluebird Wealth Management LLC
N/A
Shares— from 15,330
Change-15,330 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 15,276
Change-15,276 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 15,232
Change-15,232 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 15,205
Change-15,205 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 15,144
Change-15,144 (-100%)
Value—
Acorns Advisers, LLC
N/A
Shares— from 15,128
Change-15,128 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 15,054
Change-15,054 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 15,005
Change-15,005 (-100%)
Value—
CIM Investment Management Inc
N/A
Shares— from 14,976
Change-14,976 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 14,812
Change-14,812 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 14,732
Change-14,732 (-100%)
Value—
Ark Wealth Advisors LLC
N/A
Shares— from 14,729
Change-14,729 (-100%)
Value—
Steadtrust LLC
N/A
Shares— from 14,719
Change-14,719 (-100%)
Value—
Aristotle Atlantic Partners, LLC
N/A
Shares— from 14,715
Change-14,715 (-100%)
Value—
Invst, LLC
N/A
Shares— from 14,690
Change-14,690 (-100%)
Value—
Wimmer Associates 1, LLC
N/A
Shares— from 14,563
Change-14,563 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 14,558
Change-14,558 (-100%)
Value—
Z3 Capital Partners, LLC
N/A
Shares— from 14,522
Change-14,522 (-100%)
Value—
Bayesian Capital Management, LP
N/A
Shares— from 14,380
Change-14,380 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 14,319
Change-14,319 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 14,311
Change-14,311 (-100%)
Value—
Virtus Investment Advisers, LLC
N/A
Shares— from 14,127
Change-14,127 (-100%)
Value—
Planning Project LLC
N/A
Shares— from 14,114
Change-14,114 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 14,096
Change-14,096 (-100%)
Value—
CIM, LLC
N/A
Shares— from 14,066
Change-14,066 (-100%)
Value—
Drake & Associates, LLC
N/A
Shares— from 13,978
Change-13,978 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 13,898
Change-13,898 (-100%)
Value—
Godshalk Welsh Capital Management, Inc.
N/A
Shares— from 13,835
Change-13,835 (-100%)
Value—
Generation Capital Management LLC
N/A
Shares— from 13,804
Change-13,804 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 13,792
Change-13,792 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 13,705
Change-13,705 (-100%)
Value—
Secured Retirement Advisors, LLC
N/A
Shares— from 13,480
Change-13,480 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 13,454
Change-13,454 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 13,442
Change-13,442 (-100%)
Value—
Capital Group Investment Management Pte. Ltd.
N/A
Shares— from 13,402
Change-13,402 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 13,349
Change-13,349 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 13,312
Change-13,312 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 13,275
Change-13,275 (-100%)
Value—
Pinnacle Holdings, LLC
N/A
Shares— from 13,218
Change-13,218 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 13,216
Change-13,216 (-100%)
Value—
Pacific Point Advisors, LLC
N/A
Shares— from 13,211
Change-13,211 (-100%)
Value—
SPX Gestao de Recursos Ltda
N/A
Shares— from 13,205
Change-13,205 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 13,141
Change-13,141 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 12,913
Change-12,913 (-100%)
Value—
Fuller & Thaler Asset Management, Inc.
N/A
Shares— from 12,912
Change-12,912 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 12,747
Change-12,747 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 12,738
Change-12,738 (-100%)
Value—
Aster Capital Management (Difc) Ltd
N/A
Shares— from 12,716
Change-12,716 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 12,654
Change-12,654 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 12,610
Change-12,610 (-100%)
Value—
Impax Asset Management Group plc
N/A
Shares— from 12,585
Change-12,585 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 12,503
Change-12,503 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 12,496
Change-12,496 (-100%)
Value—
Old North State Trust, LLC
N/A
Shares— from 12,451
Change-12,451 (-100%)
Value—
Graybill Wealth Management, Ltd.
N/A
Shares— from 12,420
Change-12,420 (-100%)
Value—
Summitry LLC
N/A
Shares— from 12,415
Change-12,415 (-100%)
Value—
Bay Rivers Group
N/A
Shares— from 12,381
Change-12,381 (-100%)
Value—
Granite Harbor Advisors, Inc.
N/A
Shares— from 12,268
Change-12,268 (-100%)
Value—
Capital & Planning, LLC
N/A
Shares— from 12,260
Change-12,260 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 12,254
Change-12,254 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 12,239
Change-12,239 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 12,238
Change-12,238 (-100%)
Value—
Cladis Investment Advisory, LLC
N/A
Shares— from 12,211
Change-12,211 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 12,183
Change-12,183 (-100%)
Value—
Rather & Kittrell, Inc.
N/A
Shares— from 12,137
Change-12,137 (-100%)
Value—
Cyber Hornet ETFs LLC
N/A
Shares— from 11,934
Change-11,934 (-100%)
Value—
American Trust
N/A
Shares— from 11,863
Change-11,863 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 11,852
Change-11,852 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 11,674
Change-11,674 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 11,661
Change-11,661 (-100%)
Value—
Jupiter Wealth Management LLC
N/A
Shares— from 11,632
Change-11,632 (-100%)
Value—
Modus Advisors, LLC
N/A
Shares— from 11,627
Change-11,627 (-100%)
Value—
Sagewood Asset Management LP
N/A
Shares— from 11,500
Change-11,500 (-100%)
Value—
UP Strategic Wealth Investment Advisors LLC
N/A
Shares— from 11,492
Change-11,492 (-100%)
Value—
Kidder Stephen W
N/A
Shares— from 11,440
Change-11,440 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 11,418
Change-11,418 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 11,400
Change-11,400 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 11,366
Change-11,366 (-100%)
Value—
Okabena Investment Services Inc
N/A
Shares— from 11,342
Change-11,342 (-100%)
Value—
Tailwinds Wealth, LLC
N/A
Shares— from 11,290
Change-11,290 (-100%)
Value—
Aspen Wealth Strategies, LLC
N/A
Shares— from 11,288
Change-11,288 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 11,286
Change-11,286 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 11,263
Change-11,263 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 11,258
Change-11,258 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 11,245
Change-11,245 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 11,238
Change-11,238 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 11,173
Change-11,173 (-100%)
Value—
Harbour Wealth Management Group, Inc.
N/A
Shares— from 11,156
Change-11,156 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 11,123
Change-11,123 (-100%)
Value—
Vega Investment Solutions
N/A
Shares— from 11,059
Change-11,059 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 11,007
Change-11,007 (-100%)
Value—
Broderick Brian C
N/A
Shares— from 10,835
Change-10,835 (-100%)
Value—
Elevation Advisory Partners LLC
N/A
Shares— from 10,821
Change-10,821 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 10,781
Change-10,781 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 10,776
Change-10,776 (-100%)
Value—
KMT Wealth Management, LLC
N/A
Shares— from 10,736
Change-10,736 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 10,724
Change-10,724 (-100%)
Value—
EWA, LLC
N/A
Shares— from 10,676
Change-10,676 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 10,646
Change-10,646 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 10,643
Change-10,643 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 10,580
Change-10,580 (-100%)
Value—
Stoneridge Investment Partners LLC
N/A
Shares— from 10,577
Change-10,577 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 10,568
Change-10,568 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 10,523
Change-10,523 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 10,513
Change-10,513 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 10,507
Change-10,507 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 10,387
Change-10,387 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 10,387
Change-10,387 (-100%)
Value—
Permanent Capital Management, LP
N/A
Shares— from 10,383
Change-10,383 (-100%)
Value—
M1 Capital Management LLC
N/A
Shares— from 10,322
Change-10,322 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 10,321
Change-10,321 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 10,241
Change-10,241 (-100%)
Value—
Capital Counsel LLC
N/A
Shares— from 10,207
Change-10,207 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 10,178
Change-10,178 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 10,178
Change-10,178 (-100%)
Value—
Ashford Capital Management Inc
N/A
Shares— from 10,133
Change-10,133 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 10,099
Change-10,099 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 10,088
Change-10,088 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 10,009
Change-10,009 (-100%)
Value—
Dkrt Investments Corp.
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 9,962
Change-9,962 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 9,906
Change-9,906 (-100%)
Value—
PeakShares LLC
N/A
Shares— from 9,812
Change-9,812 (-100%)
Value—
Twin Tree Management, LP
N/A
Shares— from 9,750
Change-9,750 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 9,724
Change-9,724 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 9,652
Change-9,652 (-100%)
Value—
Members Trust Co
N/A
Shares— from 9,613
Change-9,613 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 9,560
Change-9,560 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 9,549
Change-9,549 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 9,546
Change-9,546 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 9,520
Change-9,520 (-100%)
Value—
Neo Ivy Capital Management
N/A
Shares— from 9,513
Change-9,513 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 9,494
Change-9,494 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 9,486
Change-9,486 (-100%)
Value—
Khazanah Nasional Berhad
N/A
Shares— from 9,464
Change-9,464 (-100%)
Value—
Betterment LLC
N/A
Shares— from 9,446
Change-9,446 (-100%)
Value—
Eaton Financial Holdings Company, LLC
N/A
Shares— from 9,378
Change-9,378 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 9,220
Change-9,220 (-100%)
Value—
Mosaic Advisors LLC
N/A
Shares— from 9,210
Change-9,210 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 9,197
Change-9,197 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 9,162
Change-9,162 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 9,116
Change-9,116 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 9,116
Change-9,116 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 9,036
Change-9,036 (-100%)
Value—
Rogco, LP
N/A
Shares— from 9,007
Change-9,007 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 9,004
Change-9,004 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 8,995
Change-8,995 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 8,955
Change-8,955 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 8,910
Change-8,910 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 8,895
Change-8,895 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 8,854
Change-8,854 (-100%)
Value—
Gentry Private Wealth, LLC
N/A
Shares— from 8,848
Change-8,848 (-100%)
Value—
Capital Financial Group Inc\co\
N/A
Shares— from 8,806
Change-8,806 (-100%)
Value—
Audent Global Asset Management, LLC
N/A
Shares— from 8,758
Change-8,758 (-100%)
Value—
Opal Capital LLC
N/A
Shares— from 8,746
Change-8,746 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 8,713
Change-8,713 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 8,662
Change-8,662 (-100%)
Value—
IKE Capital, LLC
N/A
Shares— from 8,626
Change-8,626 (-100%)
Value—
JMN Financial LLC
N/A
Shares— from 8,618
Change-8,618 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 8,581
Change-8,581 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 8,578
Change-8,578 (-100%)
Value—
Storgate, LLC
N/A
Shares— from 8,571
Change-8,571 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 8,514
Change-8,514 (-100%)
Value—
CarsonAllaria Wealth Management, Ltd.
N/A
Shares— from 8,510
Change-8,510 (-100%)
Value—
McGowan Group Asset Management, Inc.
N/A
Shares— from 8,506
Change-8,506 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 8,486
Change-8,486 (-100%)
Value—
Gardner Russo & Quinn LLC
N/A
Shares— from 8,465
Change-8,465 (-100%)
Value—
Moment Partners, LLC
N/A
Shares— from 8,459
Change-8,459 (-100%)
Value—
Private Capital Management, LLC
N/A
Shares— from 8,425
Change-8,425 (-100%)
Value—
Maxele Advisors, LLC
N/A
Shares— from 8,401
Change-8,401 (-100%)
Value—
Sunflower Bank, N.A.
N/A
Shares— from 8,399
Change-8,399 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 8,367
Change-8,367 (-100%)
Value—
Castlekeep Investment Advisors LLC
N/A
Shares— from 8,327
Change-8,327 (-100%)
Value—
Severin Investments, LLC
N/A
Shares— from 8,317
Change-8,317 (-100%)
Value—
Chancellor Financial Group WB LP
N/A
Shares— from 8,293
Change-8,293 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 8,250
Change-8,250 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 8,229
Change-8,229 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 8,209
Change-8,209 (-100%)
Value—
Smart Money Group LLC
N/A
Shares— from 8,205
Change-8,205 (-100%)
Value—
Affinity Wealth Management LLC
N/A
Shares— from 8,181
Change-8,181 (-100%)
Value—
Private Wealth Advisors, LLC
N/A
Shares— from 8,121
Change-8,121 (-100%)
Value—
S Harris Financial Group, LLC
N/A
Shares— from 8,109
Change-8,109 (-100%)
Value—
Charter Research & Investment Group, Inc.
N/A
Shares— from 8,062
Change-8,062 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 7,972
Change-7,972 (-100%)
Value—
Caerus Investment Advisors, LLC
N/A
Shares— from 7,965
Change-7,965 (-100%)
Value—
Nicholson Meyer Capital Management, Inc.
N/A
Shares— from 7,954
Change-7,954 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 7,943
Change-7,943 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 7,910
Change-7,910 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 7,895
Change-7,895 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 7,863
Change-7,863 (-100%)
Value—
Ruggaard & Associates LLC
N/A
Shares— from 7,795
Change-7,795 (-100%)
Value—
Ames National Corp
N/A
Shares— from 7,791
Change-7,791 (-100%)
Value—
Perissos Private Wealth Management, LLC
N/A
Shares— from 7,756
Change-7,756 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 7,722
Change-7,722 (-100%)
Value—
Coign Capital Advisors LLC
N/A
Shares— from 7,713
Change-7,713 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 7,683
Change-7,683 (-100%)
Value—
Atom Investors LP
N/A
Shares— from 7,651
Change-7,651 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 7,602
Change-7,602 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 7,602
Change-7,602 (-100%)
Value—
S&CO Inc
N/A
Shares— from 7,512
Change-7,512 (-100%)
Value—
TCM Advisors, LLC
N/A
Shares— from 7,500
Change-7,500 (-100%)
Value—
Stonebridge Capital Management Inc
N/A
Shares— from 7,500
Change-7,500 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 7,498
Change-7,498 (-100%)
Value—
Renaissance Group LLC
N/A
Shares— from 7,463
Change-7,463 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 7,450
Change-7,450 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 7,419
Change-7,419 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 7,407
Change-7,407 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 7,388
Change-7,388 (-100%)
Value—
Richmond Brothers, Inc.
N/A
Shares— from 7,368
Change-7,368 (-100%)
Value—
Knollwood Investment Advisory, LLC
N/A
Shares— from 7,315
Change-7,315 (-100%)
Value—
Alpine Woods Capital Investors, LLC
N/A
Shares— from 7,311
Change-7,311 (-100%)
Value—
Dover Advisors, LLC
N/A
Shares— from 7,300
Change-7,300 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 7,259
Change-7,259 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 7,235
Change-7,235 (-100%)
Value—
Puzo Michael J
N/A
Shares— from 7,200
Change-7,200 (-100%)
Value—
Kelly Lawrence W & Associates Inc
N/A
Shares— from 7,200
Change-7,200 (-100%)
Value—
Jacobs Equity LLC
N/A
Shares— from 7,194
Change-7,194 (-100%)
Value—
Ninepoint Partners LP
N/A
Shares— from 7,181
Change-7,181 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 7,173
Change-7,173 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 7,162
Change-7,162 (-100%)
Value—
Orographic Financial Advisors, LLC
N/A
Shares— from 7,086
Change-7,086 (-100%)
Value—
Future Fund LLC
N/A
Shares— from 7,072
Change-7,072 (-100%)
Value—
Blueshift Asset Management, LLC
N/A
Shares— from 6,997
Change-6,997 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 6,986
Change-6,986 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 6,945
Change-6,945 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 6,924
Change-6,924 (-100%)
Value—
Zevin Asset Management LLC
N/A
Shares— from 6,916
Change-6,916 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 6,915
Change-6,915 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 6,915
Change-6,915 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 6,912
Change-6,912 (-100%)
Value—
Clifford Group, LLC
N/A
Shares— from 6,910
Change-6,910 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 6,896
Change-6,896 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 6,875
Change-6,875 (-100%)
Value—
Sharp Wealth Advisory, LLC
N/A
Shares— from 6,834
Change-6,834 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 6,793
Change-6,793 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 6,728
Change-6,728 (-100%)
Value—
Second Half Financial Partners, LLC
N/A
Shares— from 6,623
Change-6,623 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 6,592
Change-6,592 (-100%)
Value—
US Asset Management LLC
N/A
Shares— from 6,568
Change-6,568 (-100%)
Value—
United Bank
N/A
Shares— from 6,560
Change-6,560 (-100%)
Value—
Widmann Financial Services, Inc.
N/A
Shares— from 6,534
Change-6,534 (-100%)
Value—
Houlihan Financial Resource Group, Ltd.
N/A
Shares— from 6,515
Change-6,515 (-100%)
Value—
Inceptionr LLC
N/A
Shares— from 6,511
Change-6,511 (-100%)
Value—
Sonoma Allocations LLC
N/A
Shares— from 6,499
Change-6,499 (-100%)
Value—
Parvin Asset Management, LLC
N/A
Shares— from 6,481
Change-6,481 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 6,462
Change-6,462 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 6,384
Change-6,384 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 6,371
Change-6,371 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 6,355
Change-6,355 (-100%)
Value—
Fieldview Capital Management, LLC
N/A
Shares— from 6,345
Change-6,345 (-100%)
Value—
Berry Wealth Group, LP
N/A
Shares— from 6,311
Change-6,311 (-100%)
Value—
All Terrain Financial Advisors, LLC
N/A
Shares— from 6,308
Change-6,308 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 6,256
Change-6,256 (-100%)
Value—
Planning Center, Inc.
N/A
Shares— from 6,251
Change-6,251 (-100%)
Value—
Bramshill Investments, LLC
N/A
Shares— from 6,250
Change-6,250 (-100%)
Value—
Tevis Investment Management
N/A
Shares— from 6,240
Change-6,240 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 6,232
Change-6,232 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 6,213
Change-6,213 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 6,207
Change-6,207 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 6,176
Change-6,176 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 6,170
Change-6,170 (-100%)
Value—
Quattro Advisors LLC
N/A
Shares— from 6,166
Change-6,166 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 6,158
Change-6,158 (-100%)
Value—
Retirement Planning Group, LLC / NY
N/A
Shares— from 6,108
Change-6,108 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 6,062
Change-6,062 (-100%)
Value—
Oxford Wealth Group, LLC
N/A
Shares— from 6,055
Change-6,055 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 6,030
Change-6,030 (-100%)
Value—
Lionhunter Capital Management, LLC
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
Eight 31 Financial, LLC
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 5,990
Change-5,990 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 5,953
Change-5,953 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 5,923
Change-5,923 (-100%)
Value—
Brogan Financial, Inc.
N/A
Shares— from 5,920
Change-5,920 (-100%)
Value—
Planning Directions Inc
N/A
Shares— from 5,917
Change-5,917 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 5,916
Change-5,916 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 5,897
Change-5,897 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 5,874
Change-5,874 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 5,857
Change-5,857 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 5,851
Change-5,851 (-100%)
Value—
Orleans Capital Management Corp
N/A
Shares— from 5,832
Change-5,832 (-100%)
Value—
MOR Wealth Management, LLC
N/A
Shares— from 5,827
Change-5,827 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 5,822
Change-5,822 (-100%)
Value—
Capital Markets Trading UK LLP
N/A
Shares— from 5,767
Change-5,767 (-100%)
Value—
Legend Capital Advisors LLC
N/A
Shares— from 5,751
Change-5,751 (-100%)
Value—
Athena Investment Management
N/A
Shares— from 5,718
Change-5,718 (-100%)
Value—
Everest Private Wealth
N/A
Shares— from 5,715
Change-5,715 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 5,714
Change-5,714 (-100%)
Value—
LeClair Wealth Partners LLC
N/A
Shares— from 5,654
Change-5,654 (-100%)
Value—
Golden Road Advisors LLC
N/A
Shares— from 5,610
Change-5,610 (-100%)
Value—
Stevens Capital Management LP
N/A
Shares— from 5,588
Change-5,588 (-100%)
Value—
Qsemble Capital Management, LP
N/A
Shares— from 5,567
Change-5,567 (-100%)
Value—
Consilio Wealth Advisors, LLC
N/A
Shares— from 5,566
Change-5,566 (-100%)
Value—
Caxton Associates LLP
N/A
Shares— from 5,552
Change-5,552 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 5,522
Change-5,522 (-100%)
Value—
DF Dent & Co Inc
N/A
Shares— from 5,512
Change-5,512 (-100%)
Value—
Saiph Capital, LLC
N/A
Shares— from 5,511
Change-5,511 (-100%)
Value—
Alpine Global Management, LLC
N/A
Shares— from 5,506
Change-5,506 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 5,470
Change-5,470 (-100%)
Value—
Algert Global LLC
N/A
Shares— from 5,444
Change-5,444 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 5,441
Change-5,441 (-100%)
Value—
Core Capital Management & Research, inc.
N/A
Shares— from 5,438
Change-5,438 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 5,415
Change-5,415 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 5,407
Change-5,407 (-100%)
Value—
GQG Partners LLC
N/A
Shares— from 5,394
Change-5,394 (-100%)
Value—
Legacy Wealth Advisors, LLC
N/A
Shares— from 5,381
Change-5,381 (-100%)
Value—
Clarendon Private LLC
N/A
Shares— from 5,380
Change-5,380 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 5,379
Change-5,379 (-100%)
Value—
Dougherty & Associates, LLC
N/A
Shares— from 5,371
Change-5,371 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 5,362
Change-5,362 (-100%)
Value—
Intrepid Financial Planning Group LLC
N/A
Shares— from 5,320
Change-5,320 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 5,290
Change-5,290 (-100%)
Value—
J Hagan Capital, Inc.
N/A
Shares— from 5,280
Change-5,280 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 5,241
Change-5,241 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 5,232
Change-5,232 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 5,208
Change-5,208 (-100%)
Value—
Vines Capital Management, LLC
N/A
Shares— from 5,204
Change-5,204 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 5,194
Change-5,194 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 5,166
Change-5,166 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 5,163
Change-5,163 (-100%)
Value—
nVerses Capital, LLC
N/A
Shares— from 5,116
Change-5,116 (-100%)
Value—
Driehaus Capital Management LLC
N/A
Shares— from 5,114
Change-5,114 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 5,097
Change-5,097 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 5,074
Change-5,074 (-100%)
Value—
Fora Capital, LLC
N/A
Shares— from 5,068
Change-5,068 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 5,060
Change-5,060 (-100%)
Value—
Palogic Value Management, L.P.
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Caption Management, LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 4,988
Change-4,988 (-100%)
Value—
Campion Asset Management
N/A
Shares— from 4,967
Change-4,967 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 4,933
Change-4,933 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 4,921
Change-4,921 (-100%)
Value—
Schrum Private Wealth Management LLC
N/A
Shares— from 4,889
Change-4,889 (-100%)
Value—
RNC Capital Management LLC
N/A
Shares— from 4,818
Change-4,818 (-100%)
Value—
Curio Wealth, LLC
N/A
Shares— from 4,813
Change-4,813 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 4,793
Change-4,793 (-100%)
Value—
WPWealth LLP
N/A
Shares— from 4,780
Change-4,780 (-100%)
Value—
Calydon Capital
N/A
Shares— from 4,778
Change-4,778 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 4,702
Change-4,702 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 4,692
Change-4,692 (-100%)
Value—
Atlas Wealth LLC
N/A
Shares— from 4,689
Change-4,689 (-100%)
Value—
Ascension Capital Advisors, Inc.
N/A
Shares— from 4,682
Change-4,682 (-100%)
Value—
Crabel Capital Management, LLC
N/A
Shares— from 4,680
Change-4,680 (-100%)
Value—
Fi3 Financial Advisors, LLC
N/A
Shares— from 4,677
Change-4,677 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 4,677
Change-4,677 (-100%)
Value—
Claris Advisors, LLC / MO /
N/A
Shares— from 4,668
Change-4,668 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 4,656
Change-4,656 (-100%)
Value—
Wealthedge Investment Advisors, LLC
N/A
Shares— from 4,619
Change-4,619 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 4,618
Change-4,618 (-100%)
Value—
TRU Independence Asset Management 2, LLC
N/A
Shares— from 4,581
Change-4,581 (-100%)
Value—
Arbor Trust Wealth Advisors, LLC
N/A
Shares— from 4,577
Change-4,577 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 4,560
Change-4,560 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 4,544
Change-4,544 (-100%)
Value—
Pursuit Wealth Strategies, LLC
N/A
Shares— from 4,543
Change-4,543 (-100%)
Value—
Ducere Wealth Management LLC
N/A
Shares— from 4,536
Change-4,536 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 4,531
Change-4,531 (-100%)
Value—
Huber Capital Management LLC
N/A
Shares— from 4,500
Change-4,500 (-100%)
Value—
Dock Street Asset Management Inc
N/A
Shares— from 4,500
Change-4,500 (-100%)
Value—
Copley Financial Group, Inc.
N/A
Shares— from 4,485
Change-4,485 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 4,485
Change-4,485 (-100%)
Value—
Midwestern Financial, LLC
N/A
Shares— from 4,477
Change-4,477 (-100%)
Value—
Orion Investment Co
N/A
Shares— from 4,459
Change-4,459 (-100%)
Value—
Omnia Family Wealth, LLC
N/A
Shares— from 4,445
Change-4,445 (-100%)
Value—
Allium Financial Advisors, LLC
N/A
Shares— from 4,443
Change-4,443 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 4,403
Change-4,403 (-100%)
Value—
New World Advisors LLC
N/A
Shares— from 4,369
Change-4,369 (-100%)
Value—
FreeGulliver LLC
N/A
Shares— from 4,361
Change-4,361 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 4,357
Change-4,357 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 4,353
Change-4,353 (-100%)
Value—
America First Investment Advisors, LLC
N/A
Shares— from 4,350
Change-4,350 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 4,350
Change-4,350 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 4,348
Change-4,348 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 4,332
Change-4,332 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 4,319
Change-4,319 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 4,296
Change-4,296 (-100%)
Value—
Planning Alternatives LTD
N/A
Shares— from 4,296
Change-4,296 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 4,291
Change-4,291 (-100%)
Value—
Star Financial Bank
N/A
Shares— from 4,288
Change-4,288 (-100%)
Value—
Goepper Burkhardt LLC
N/A
Shares— from 4,281
Change-4,281 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 4,257
Change-4,257 (-100%)
Value—
Stembrook Asset Management, LLC
N/A
Shares— from 4,257
Change-4,257 (-100%)
Value—
Advocacy Wealth Management, LLC
N/A
Shares— from 4,235
Change-4,235 (-100%)
Value—
SSI Investment Management LLC
N/A
Shares— from 4,220
Change-4,220 (-100%)
Value—
Fund Advisors of America Inc
N/A
Shares— from 4,219
Change-4,219 (-100%)
Value—
Horizon Family Wealth, Inc.
N/A
Shares— from 4,210
Change-4,210 (-100%)
Value—
Birmingham Capital Management Co Inc
N/A
Shares— from 4,200
Change-4,200 (-100%)
Value—
Riverstone Advisors, LLC
N/A
Shares— from 4,153
Change-4,153 (-100%)
Value—
Hillsdale Investment Management Inc.
N/A
Shares— from 4,147
Change-4,147 (-100%)
Value—
Pine Harbor Wealth Management, LLC
N/A
Shares— from 4,133
Change-4,133 (-100%)
Value—
Spahn Wealth & Retirement LLC
N/A
Shares— from 4,098
Change-4,098 (-100%)
Value—
Swisher Financial Concepts, Inc.
N/A
Shares— from 4,095
Change-4,095 (-100%)
Value—
McCartney Wealth Management LLC
N/A
Shares— from 4,078
Change-4,078 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 4,043
Change-4,043 (-100%)
Value—
Adams Wealth Management
N/A
Shares— from 4,042
Change-4,042 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 4,030
Change-4,030 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 4,028
Change-4,028 (-100%)
Value—
Westbourne Investments, Inc.
N/A
Shares— from 4,015
Change-4,015 (-100%)
Value—
Alaethes Wealth, LLC
N/A
Shares— from 4,009
Change-4,009 (-100%)
Value—
Alpha Financial Partners LLC
N/A
Shares— from 4,008
Change-4,008 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 3,997
Change-3,997 (-100%)
Value—
Alvarez & Marsal Private Wealth Partners, LLC
N/A
Shares— from 3,994
Change-3,994 (-100%)
Value—
Blom & Howell Financial Planning, Inc.
N/A
Shares— from 3,962
Change-3,962 (-100%)
Value—
Horizon Investment Services, LLC
N/A
Shares— from 3,958
Change-3,958 (-100%)
Value—
Bulltick Wealth Management, LLC
N/A
Shares— from 3,950
Change-3,950 (-100%)
Value—
Wealth Watch Advisors, Inc
N/A
Shares— from 3,929
Change-3,929 (-100%)
Value—
Menard Financial Group LLC
N/A
Shares— from 3,875
Change-3,875 (-100%)
Value—
Rice Hall James & Associates, LLC
N/A
Shares— from 3,873
Change-3,873 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 3,871
Change-3,871 (-100%)
Value—
Sanchez Levi Garrett
N/A
Shares— from 3,832
Change-3,832 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 3,807
Change-3,807 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 3,804
Change-3,804 (-100%)
Value—
Keyvantage Wealth, LLC
N/A
Shares— from 3,799
Change-3,799 (-100%)
Value—
Hurricane Capital Advisors LLC
N/A
Shares— from 3,797
Change-3,797 (-100%)
Value—
Wexford Capital LP
N/A
Shares— from 3,792
Change-3,792 (-100%)
Value—
Kirtland Hills Capital Management, LLC
N/A
Shares— from 3,765
Change-3,765 (-100%)
Value—
Financial Sense Advisors, Inc.
N/A
Shares— from 3,763
Change-3,763 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 3,740
Change-3,740 (-100%)
Value—
Swan Global Investments, LLC
N/A
Shares— from 3,730
Change-3,730 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 3,727
Change-3,727 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 3,715
Change-3,715 (-100%)
Value—
Keynote Financial Services LLC
N/A
Shares— from 3,712
Change-3,712 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 3,687
Change-3,687 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 3,667
Change-3,667 (-100%)
Value—
Financial Strategies Group, Inc.
N/A
Shares— from 3,648
Change-3,648 (-100%)
Value—
Elite Financial, Inc.
N/A
Shares— from 3,612
Change-3,612 (-100%)
Value—
Rench Wealth Management, Inc.
N/A
Shares— from 3,608
Change-3,608 (-100%)
Value—
Taylor Hoffman Capital Management LLC
N/A
Shares— from 3,592
Change-3,592 (-100%)
Value—
Heron Bay Capital Management
N/A
Shares— from 3,579
Change-3,579 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 3,573
Change-3,573 (-100%)
Value—
Talisman Wealth Advisors LLC
N/A
Shares— from 3,560
Change-3,560 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 3,554
Change-3,554 (-100%)
Value—
Fullerton Fund Management Co Ltd.
N/A
Shares— from 3,540
Change-3,540 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 3,535
Change-3,535 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 3,526
Change-3,526 (-100%)
Value—
Seascape Capital Management
N/A
Shares— from 3,518
Change-3,518 (-100%)
Value—
Cedrus Wealth Group LLC
N/A
Shares— from 3,506
Change-3,506 (-100%)
Value—
Shepherd Wealth Management Ltd Liability Co
N/A
Shares— from 3,503
Change-3,503 (-100%)
Value—
Avenir Corp
N/A
Shares— from 3,501
Change-3,501 (-100%)
Value—
Bolthouse Investments, LLC
N/A
Shares— from 3,484
Change-3,484 (-100%)
Value—
White Knight Strategic Wealth Advisors, LLC
N/A
Shares— from 3,469
Change-3,469 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 3,466
Change-3,466 (-100%)
Value—
Panoramic Capital Partners, LLC
N/A
Shares— from 3,465
Change-3,465 (-100%)
Value—
Clarion Wealth Managment Partners, LLC
N/A
Shares— from 3,445
Change-3,445 (-100%)
Value—
Marietta Investment Partners LLC
N/A
Shares— from 3,443
Change-3,443 (-100%)
Value—
K.J. Harrison & Partners Inc
N/A
Shares— from 3,437
Change-3,437 (-100%)
Value—
Northwest & Ethical Investments L.P.
N/A
Shares— from 3,434
Change-3,434 (-100%)
Value—
Reyl & Cie S.A.
N/A
Shares— from 3,428
Change-3,428 (-100%)
Value—
Prudent Investors Network, Inc.
N/A
Shares— from 3,422
Change-3,422 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 3,405
Change-3,405 (-100%)
Value—
Sierra Legacy Group
N/A
Shares— from 3,400
Change-3,400 (-100%)
Value—
Morton Community Bank
N/A
Shares— from 3,375
Change-3,375 (-100%)
Value—
Tower Wealth Partners, Inc.
N/A
Shares— from 3,374
Change-3,374 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 3,372
Change-3,372 (-100%)
Value—
Henrickson Nauta Wealth Advisors, Inc.
N/A
Shares— from 3,367
Change-3,367 (-100%)
Value—
Walsky Investment Management, Inc.
N/A
Shares— from 3,355
Change-3,355 (-100%)
Value—
Intellus Advisors LLC
N/A
Shares— from 3,351
Change-3,351 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 3,344
Change-3,344 (-100%)
Value—
Significant Wealth Partners LLC
N/A
Shares— from 3,339
Change-3,339 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 3,331
Change-3,331 (-100%)
Value—
Threadgill Financial, LLC
N/A
Shares— from 3,319
Change-3,319 (-100%)
Value—
Bank Hapoalim BM
N/A
Shares— from 3,295
Change-3,295 (-100%)
Value—
Exit Wealth Advisors, Llc.
N/A
Shares— from 3,294
Change-3,294 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 3,254
Change-3,254 (-100%)
Value—
Alley Investment Management Company, LLC
N/A
Shares— from 3,251
Change-3,251 (-100%)
Value—
Tumwater Wealth Management, LLC
N/A
Shares— from 3,240
Change-3,240 (-100%)
Value—
E-Wealth Partners, LLC
N/A
Shares— from 3,232
Change-3,232 (-100%)
Value—
Runnymede Capital Advisors, Inc.
N/A
Shares— from 3,224
Change-3,224 (-100%)
Value—
Synergy Financial Group, LTD
N/A
Shares— from 3,214
Change-3,214 (-100%)
Value—
Buffalo Business & Estate Services LTD
N/A
Shares— from 3,201
Change-3,201 (-100%)
Value—
Mane Global Capital Management LP
N/A
Shares— from 3,170
Change-3,170 (-100%)
Value—
AlphaGrep UK Ltd
N/A
Shares— from 3,166
Change-3,166 (-100%)
Value—
Resolute Capital, LLC
N/A
Shares— from 3,140
Change-3,140 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 3,135
Change-3,135 (-100%)
Value—
Templeton & Phillips Capital Management, LLC
N/A
Shares— from 3,117
Change-3,117 (-100%)
Value—
Oxford Asset Management LLP
N/A
Shares— from 3,082
Change-3,082 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 3,075
Change-3,075 (-100%)
Value—
Osterweis Capital Management Inc
N/A
Shares— from 3,072
Change-3,072 (-100%)
Value—
Fortis Advisors, LLC
N/A
Shares— from 3,070
Change-3,070 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 3,048
Change-3,048 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 3,046
Change-3,046 (-100%)
Value—
1776 Wealth LLC
N/A
Shares— from 3,043
Change-3,043 (-100%)
Value—
Notis-McConarty Edward
N/A
Shares— from 3,030
Change-3,030 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 3,022
Change-3,022 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 3,021
Change-3,021 (-100%)
Value—
Brave Asset Management Inc
N/A
Shares— from 3,013
Change-3,013 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 3,012
Change-3,012 (-100%)
Value—
NWK Group, Inc.
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Palisades Hudson Asset Management, L.P.
N/A
Shares— from 2,990
Change-2,990 (-100%)
Value—
Sovereign's Capital Management, LLC
N/A
Shares— from 2,987
Change-2,987 (-100%)
Value—
Spwm Advisors LLC
N/A
Shares— from 2,976
Change-2,976 (-100%)
Value—
1248 Management, LLC
N/A
Shares— from 2,970
Change-2,970 (-100%)
Value—
Veridan Wealth LLC
N/A
Shares— from 2,966
Change-2,966 (-100%)
Value—
Harris Associates L P
N/A
Shares— from 2,962
Change-2,962 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 2,961
Change-2,961 (-100%)
Value—
Harbour Investment Management LLC
N/A
Shares— from 2,960
Change-2,960 (-100%)
Value—
Adapt Wealth Advisors, LLC
N/A
Shares— from 2,946
Change-2,946 (-100%)
Value—
Seven Springs Wealth Group, LLC
N/A
Shares— from 2,946
Change-2,946 (-100%)
Value—
Windsor Advisory Group, LLC
N/A
Shares— from 2,938
Change-2,938 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 2,907
Change-2,907 (-100%)
Value—
Empire Financial Management Company, LLC
N/A
Shares— from 2,897
Change-2,897 (-100%)
Value—
KDT Advisors, LLC
N/A
Shares— from 2,890
Change-2,890 (-100%)
Value—
Counterweight Ventures, LLC
N/A
Shares— from 2,882
Change-2,882 (-100%)
Value—
Maimon Wealth Management Ltd.
N/A
Shares— from 2,878
Change-2,878 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 2,875
Change-2,875 (-100%)
Value—
Sterneck Capital Management, LLC
N/A
Shares— from 2,866
Change-2,866 (-100%)
Value—
Wealth Advisors of Iowa, LLC
N/A
Shares— from 2,810
Change-2,810 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 2,777
Change-2,777 (-100%)
Value—
Aviso Financial Inc.
N/A
Shares— from 2,756
Change-2,756 (-100%)
Value—
Seldon Capital LP
N/A
Shares— from 2,754
Change-2,754 (-100%)
Value—
Beckerman Institutional, LLC
N/A
Shares— from 2,753
Change-2,753 (-100%)
Value—
Twin Lakes Capital Management, LLC
N/A
Shares— from 2,748
Change-2,748 (-100%)
Value—
Lafayette Investments, Inc.
N/A
Shares— from 2,712
Change-2,712 (-100%)
Value—
Hanover Advisors Inc
N/A
Shares— from 2,710
Change-2,710 (-100%)
Value—
Verdad Advisers, LP
N/A
Shares— from 2,704
Change-2,704 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 2,702
Change-2,702 (-100%)
Value—
Cannon Wealth Management Services, LLC
N/A
Shares— from 2,695
Change-2,695 (-100%)
Value—
Millington Financial Advisors, LLC
N/A
Shares— from 2,694
Change-2,694 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 2,680
Change-2,680 (-100%)
Value—
OneAscent Investment Solutions LLC
N/A
Shares— from 2,677
Change-2,677 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 2,676
Change-2,676 (-100%)
Value—
Longaeva Partners L.P.
N/A
Shares— from 2,667
Change-2,667 (-100%)
Value—
Carroll Investors, Inc
N/A
Shares— from 2,654
Change-2,654 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 2,639
Change-2,639 (-100%)
Value—
Dash Acquisitions Inc.
N/A
Shares— from 2,625
Change-2,625 (-100%)
Value—
Gambit Capital Management, LLC
N/A
Shares— from 2,619
Change-2,619 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 2,616
Change-2,616 (-100%)
Value—
Fiduciary Wealth Partners, LLC
N/A
Shares— from 2,608
Change-2,608 (-100%)
Value—
Northstar Advisory Group, LLC
N/A
Shares— from 2,604
Change-2,604 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 2,593
Change-2,593 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 2,538
Change-2,538 (-100%)
Value—
Eaton-Cambridge Inc.
N/A
Shares— from 2,528
Change-2,528 (-100%)
Value—
Blackstone Inc.
N/A
Shares— from 2,527
Change-2,527 (-100%)
Value—
Independent Family Office, LLC
N/A
Shares— from 2,520
Change-2,520 (-100%)
Value—
Sharpepoint LLC
N/A
Shares— from 2,516
Change-2,516 (-100%)
Value—
Corus Family Wealth Advisors
N/A
Shares— from 2,513
Change-2,513 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 2,501
Change-2,501 (-100%)
Value—
Gabelli & Co Investment Advisers, Inc.
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Custos Family Office, LLC
N/A
Shares— from 2,498
Change-2,498 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 2,497
Change-2,497 (-100%)
Value—
Connective Capital Management, LLC
N/A
Shares— from 2,451
Change-2,451 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 2,429
Change-2,429 (-100%)
Value—
Aristotle Capital Management, LLC
N/A
Shares— from 2,415
Change-2,415 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 2,378
Change-2,378 (-100%)
Value—
Northwest Quadrant Wealth Management, LLC
N/A
Shares— from 2,367
Change-2,367 (-100%)
Value—
Mustico Financial Group, Inc.
N/A
Shares— from 2,348
Change-2,348 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 2,341
Change-2,341 (-100%)
Value—
Piedmont Capital Management, LLC
N/A
Shares— from 2,340
Change-2,340 (-100%)
Value—
NorthStar Asset Management LLC
N/A
Shares— from 2,339
Change-2,339 (-100%)
Value—
Numerai GP LLC
N/A
Shares— from 2,332
Change-2,332 (-100%)
Value—
Prepared Retirement Institute LLC
N/A
Shares— from 2,320
Change-2,320 (-100%)
Value—
Avant Capital LLC
N/A
Shares— from 2,314
Change-2,314 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 2,304
Change-2,304 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 2,297
Change-2,297 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 2,283
Change-2,283 (-100%)
Value—
Continental Investors Services, Inc.
N/A
Shares— from 2,282
Change-2,282 (-100%)
Value—
Westshore Wealth, LLC
N/A
Shares— from 2,269
Change-2,269 (-100%)
Value—
Rodgers Brothers Inc.
N/A
Shares— from 2,258
Change-2,258 (-100%)
Value—
January Capital Advisors LLC
N/A
Shares— from 2,256
Change-2,256 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 2,248
Change-2,248 (-100%)
Value—
Polymer Capital Management (US) LLC
N/A
Shares— from 2,237
Change-2,237 (-100%)
Value—
Orcam Financial Group
N/A
Shares— from 2,235
Change-2,235 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 2,233
Change-2,233 (-100%)
Value—
Denver Wealth Management, Inc.
N/A
Shares— from 2,230
Change-2,230 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 2,230
Change-2,230 (-100%)
Value—
Pitti Group Wealth Management, LLC
N/A
Shares— from 2,227
Change-2,227 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 2,199
Change-2,199 (-100%)
Value—
Bravias Capital Group, LLC
N/A
Shares— from 2,188
Change-2,188 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 2,185
Change-2,185 (-100%)
Value—
Traction Financial Partners, LLC
N/A
Shares— from 2,183
Change-2,183 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 2,183
Change-2,183 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 2,182
Change-2,182 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 2,179
Change-2,179 (-100%)
Value—
Dempze Nancy E
N/A
Shares— from 2,172
Change-2,172 (-100%)
Value—
LWM Advisory Services, LLC
N/A
Shares— from 2,168
Change-2,168 (-100%)
Value—
Port Capital LLC
N/A
Shares— from 2,154
Change-2,154 (-100%)
Value—
Steffes Financial, Ltd.
N/A
Shares— from 2,151
Change-2,151 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 2,151
Change-2,151 (-100%)
Value—
Plotkin Financial Advisors, LLC
N/A
Shares— from 2,150
Change-2,150 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 2,150
Change-2,150 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 2,142
Change-2,142 (-100%)
Value—
Note Advisors, LLC
N/A
Shares— from 2,142
Change-2,142 (-100%)
Value—
Oberweis Asset Management Inc/
N/A
Shares— from 2,139
Change-2,139 (-100%)
Value—
OAK Associates LTD
N/A
Shares— from 2,100
Change-2,100 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 2,099
Change-2,099 (-100%)
Value—
Earnest Partners LLC
N/A
Shares— from 2,093
Change-2,093 (-100%)
Value—
Compton Financial Group, LLC
N/A
Shares— from 2,085
Change-2,085 (-100%)
Value—
Tandem Financial, LLC
N/A
Shares— from 2,083
Change-2,083 (-100%)
Value—
Delaney Dennis R
N/A
Shares— from 2,065
Change-2,065 (-100%)
Value—
Presidio Capital Management, LLC
N/A
Shares— from 2,045
Change-2,045 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 2,040
Change-2,040 (-100%)
Value—
Mittelman Wealth Management
N/A
Shares— from 2,026
Change-2,026 (-100%)
Value—
Northstar Asset Management Inc
N/A
Shares— from 2,004
Change-2,004 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 1,999
Change-1,999 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 1,998
Change-1,998 (-100%)
Value—
NI Acquisitions Company, LLC
N/A
Shares— from 1,995
Change-1,995 (-100%)
Value—
Cornerstone Capital, Inc.
N/A
Shares— from 1,985
Change-1,985 (-100%)
Value—
Graticule Asia Macro Advisors LLC
N/A
Shares— from 1,984
Change-1,984 (-100%)
Value—
McDonough Capital Management, Inc
N/A
Shares— from 1,982
Change-1,982 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 1,964
Change-1,964 (-100%)
Value—
Snowwater Investment Partners, LLC
N/A
Shares— from 1,960
Change-1,960 (-100%)
Value—
AllGen Financial Advisors, Inc.
N/A
Shares— from 1,945
Change-1,945 (-100%)
Value—
Greenline Wealth Management LLC
N/A
Shares— from 1,941
Change-1,941 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 1,926
Change-1,926 (-100%)
Value—
Hilltop Wealth Advisors, LLC
N/A
Shares— from 1,917
Change-1,917 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 1,915
Change-1,915 (-100%)
Value—
SAM Advisors, LLC
N/A
Shares— from 1,907
Change-1,907 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 1,902
Change-1,902 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 1,897
Change-1,897 (-100%)
Value—
Prospect Financial Services LLC
N/A
Shares— from 1,877
Change-1,877 (-100%)
Value—
Vista Cima Wealth Management LLC
N/A
Shares— from 1,873
Change-1,873 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 1,873
Change-1,873 (-100%)
Value—
Wisconsin Capital Management LLC
N/A
Shares— from 1,869
Change-1,869 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 1,855
Change-1,855 (-100%)
Value—
Daner Wealth Management, LLC
N/A
Shares— from 1,845
Change-1,845 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 1,838
Change-1,838 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 1,834
Change-1,834 (-100%)
Value—
Cinctive Capital Management LP
N/A
Shares— from 1,825
Change-1,825 (-100%)
Value—
Odyssey Group, LLC
N/A
Shares— from 1,821
Change-1,821 (-100%)
Value—
Cornerstone Financial Group, LLC
N/A
Shares— from 1,814
Change-1,814 (-100%)
Value—
MTM Financial Group, LLC
N/A
Shares— from 1,802
Change-1,802 (-100%)
Value—
Seneca House Advisors
N/A
Shares— from 1,777
Change-1,777 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 1,754
Change-1,754 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 1,748
Change-1,748 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
Tacita Capital Inc
N/A
Shares— from 1,650
Change-1,650 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 1,633
Change-1,633 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 1,620
Change-1,620 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 1,542
Change-1,542 (-100%)
Value—
Davis Asset Management, L.P.
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
New England Asset Management Inc
N/A
Shares— from 1,467
Change-1,467 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 1,449
Change-1,449 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 1,328
Change-1,328 (-100%)
Value—
Conquis Financial LLC
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 1,190
Change-1,190 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 1,144
Change-1,144 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 1,136
Change-1,136 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 1,094
Change-1,094 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 1,084
Change-1,084 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 1,069
Change-1,069 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 1,067
Change-1,067 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 1,062
Change-1,062 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 1,031
Change-1,031 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 1,008
Change-1,008 (-100%)
Value—
Encore Global Management, LP
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 978
Change-978 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 938
Change-938 (-100%)
Value—
S&T Bank
N/A
Shares— from 930
Change-930 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 879
Change-879 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 833
Change-833 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 807
Change-807 (-100%)
Value—
NCP Inc.
N/A
Shares— from 800
Change-800 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 723
Change-723 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 715
Change-715 (-100%)
Value—
Stance Capital LLC
N/A
Shares— from 677
Change-677 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 663
Change-663 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 657
Change-657 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 636
Change-636 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 629
Change-629 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 621
Change-621 (-100%)
Value—
Financial Avengers, Inc.
N/A
Shares— from 570
Change-570 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 562
Change-562 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 555
Change-555 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 549
Change-549 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 519
Change-519 (-100%)
Value—
Riverview Trust Co
N/A
Shares— from 471
Change-471 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 451
Change-451 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 433
Change-433 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 422
Change-422 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 400
Change-400 (-100%)
Value—
Battery Global Advisors, LLC
N/A
Shares— from 357
Change-357 (-100%)
Value—
Quarry LP
N/A
Shares— from 352
Change-352 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 318
Change-318 (-100%)
Value—
Copos Capital B.V.
N/A
Shares— from 302
Change-302 (-100%)
Value—
Pingora Partners LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Turim 21 Investimentos Ltda.
N/A
Shares— from 296
Change-296 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 247
Change-247 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 236
Change-236 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 222
Change-222 (-100%)
Value—
Clal Insurance Enterprises Holdings Ltd
N/A
Shares— from 173
Change-173 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 136
Change-136 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 128
Change-128 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 123
Change-123 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 117
Change-117 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 107
Change-107 (-100%)
Value—
Longfellow Investment Management Co LLC
N/A
Shares— from 87
Change-87 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 66
Change-66 (-100%)
Value—
Itau Unibanco Holding S.A.
N/A
Shares— from 61
Change-61 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 53
Change-53 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 42
Change-42 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 34
Change-34 (-100%)
Value—
IQ EQ Fund Management (Singapore) Private Ltd
N/A
Shares— from 23
Change-23 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 23
Change-23 (-100%)
Value—
Ross\johnson & Associates LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 4
Change-4 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
Geode Capital Management, LLC
INCREASED109,063,079106,449,749+2,613,330+2%$12.0B$11.3B-$718.9M2026-11-06
Fisher Asset Management, LLC
INCREASED41,854,46441,493,173+361,291+1%$4.7B$4.3B-$350.0M2026-11-06
Bank of New York Mellon Corp
DECREASED26,580,66627,159,366-578,700-2%$3.1B$2.8B-$313.8M2026-11-05
Deutsche Bank Ag\
INCREASED25,661,17818,607,297+7,053,881+38%$2.1B$2.7B+$559.2M2026-11-06
Amundi
INCREASED24,290,31220,796,957+3,493,355+17%$2.4B$2.5B+$168.8M2026-11-06
Dimensional Fund Advisors LP
INCREASED16,791,21116,194,461+596,750+4%$1.8B$1.7B-$89.0M2026-11-04
Bank of Montreal
DECREASED12,128,76412,397,848-269,084-2%$1.4B$1.3B-$143.8M2026-11-09
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED12,087,02111,328,435+758,586+7%$1.3B$1.3B-$27.0M2026-11-05
Assenagon Asset Management S.A.
INCREASED11,522,6674,033,440+7,489,227+186%$456.8M$1.2B+$740.6M2026-10-15
Barclays PLC
INCREASED10,895,2409,043,404+1,851,836+20%$1.0B$1.1B+$108.0M2026-11-06
Sumitomo Mitsui Trust Group, Inc.
DECREASED10,205,17710,477,039-271,862-3%$1.2B$1.1B-$126.1M2026-10-29
LPL Financial LLC
INCREASED9,101,9429,021,503+80,439+1%$1.0B$945.9M-$75.9M2026-11-06
Citigroup Inc
DECREASED8,433,9469,237,313-803,367-9%$1.0B$876.5M-$169.8M2026-11-04
ProShare Advisors LLC
INCREASED6,988,4496,550,221+438,228+7%$741.9M$726.2M-$15.6M2026-10-29
Principal Financial Group Inc
INCREASED6,102,9365,917,839+185,097+3%$670.3M$634.2M-$36.0M2026-11-02
US Bancorp \de\
DECREASED5,497,9245,517,050-19,1260%$624.9M$571.3M-$53.5M2026-11-05
Neos Investment Management LLC
INCREASED4,093,0353,574,219+518,816+15%$404.8M$425.3M+$20.5M2026-11-04
PNC Financial Services Group, Inc.
DECREASED3,846,6213,882,359-35,738-1%$439.7M$399.7M-$40.0M2026-11-06
Swedbank AB
DECREASED3,730,4443,986,883-256,439-6%$451.6M$387.7M-$63.9M2026-10-27
Bank Julius Baer & Co. Ltd, Zurich
DECREASED3,610,0383,665,267-55,229-2%$416.4M$376.9M-$39.5M2026-10-29
DekaBank Deutsche Girozentrale
INCREASED3,574,5312,640,233+934,298+35%$324.5K$380.8K+$56.2K2026-10-27
Fifth Third Bancorp
DECREASED3,542,6543,647,232-104,578-3%$413.1M$368.2M-$44.9M2026-11-05
Truist Financial Corp
DECREASED3,518,6153,749,346-230,731-6%$424.7M$365.7M-$59.0M2026-10-30
Mirae Asset Global Investments Co., Ltd.
INCREASED3,427,9253,138,212+289,713+9%$355.4M$356.2M+$796.1K2026-11-03
New York State Teachers Retirement System
DECREASED3,195,5683,331,240-135,672-4%$377.3M$332.1K-$377.0M2026-10-22
Nordea Investment Management AB
INCREASED2,846,9922,826,124+20,868+1%$321.6M$301.4M-$20.2M2026-11-09
Danske Bank A/S
DECREASED2,841,2274,197,779-1,356,552-32%$475.4M$295.3M-$180.2M2026-11-09
Russell Investments Group, Ltd.
DECREASED2,839,8332,850,595-10,7620%$323.2M$295.5M-$27.6M2026-11-06
KBC Group NV
INCREASED2,826,688980,306+1,846,382+188%$111.0M$293.8K-$110.7M2026-10-22
Thrivent Financial for Lutherans
DECREASED2,758,4582,780,915-22,457-1%$315.0M$286.7K-$314.7M2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED2,733,3162,363,505+369,811+16%$264.9M$285.7M+$20.8M2026-10-13
Creative Planning
INCREASED2,598,1912,546,299+51,892+2%$288.4M$270.0M-$18.4M2026-11-02
PFA Pension, Forsikringsaktieselskab
DECREASED2,488,5022,682,606-194,104-7%$303.8M$258.6M-$45.2M2026-11-06
CIBC Asset Management Inc
INCREASED2,472,6612,258,642+214,019+9%$255.8M$257.0M+$1.1M2026-11-05
Pictet Asset Management Holding SA
INCREASED2,326,2272,178,037+148,190+7%$246.7M$241.7M-$4.9M2026-11-03
Bessemer Group Inc
DECREASED2,204,2714,273,009-2,068,738-48%$484.0M$229.1K-$483.7M2026-11-09
Asset Management One Co., Ltd.
INCREASED2,200,8232,198,582+2,241+0%$249.0M$228.7M-$20.3M2026-10-27
Regions Financial Corp
DECREASED2,130,7822,138,068-7,2860%$242.2M$221.4M-$20.7M2026-11-05
Squarepoint Ops LLC
DECREASED2,055,3293,987,889-1,932,560-48%$451.7M$213.6M-$238.1M2026-11-09
Temasek Holdings (Private) Ltd
INCREASED2,000,659684,723+1,315,936+192%$77.6M$207.9M+$130.4M2026-10-28
Handelsbanken Fonder AB
INCREASED1,923,0651,696,392+226,673+13%$192.1K$199.8K+$7.7K2026-11-09
Alecta Tjanstepension Omsesidigt
UNCHANGED1,921,1001,921,10000%$217.3M$199.6M-$17.7M2026-11-02
Commonwealth Equity Services, LLC
DECREASED1,916,0361,988,933-72,897-4%$225.3M$199.1M-$26.2M2026-11-02
MacKenzie Financial Corp
DECREASED1,840,8122,413,697-572,885-24%$273.4M$191.3M-$82.1M2026-11-02
Retirement Systems of Alabama
INCREASED1,664,4641,417,342+247,122+17%$160.5M$173.0M+$12.4M2026-11-04
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED1,658,3341,746,421-88,087-5%$197.8M$172.3M-$25.5M2026-10-15
Achmea Investment Management B.V.
NEW1,619,775—+1,619,775——$168.5M—2026-10-30
Swiss Life Asset Management Ltd
INCREASED1,595,5721,191,419+404,153+34%$134.9M$165.8M+$30.9M2026-11-03
Allspring Global Investments Holdings, LLC
DECREASED1,491,8022,037,755-545,953-27%$221.7M$155.5M-$66.2M2026-11-04
State of New Jersey Common Pension Fund D
DECREASED1,417,2241,423,259-6,0350%$161.2M$147.3M-$13.9M2026-11-05
Daiwa Securities Group Inc.
DECREASED1,392,0551,397,823-5,7680%$158.3M$144.7M-$13.7M2026-10-29
SEB Asset Management AB
INCREASED1,391,1511,311,902+79,249+6%$148.6M$144.6M-$4.0M2026-11-04
Calamos Advisors LLC
INCREASED1,383,6031,362,951+20,652+2%$154.4M$143.8M-$10.6M2026-11-02
Lansforsakringar Fondforvaltning AB (publ)
INCREASED1,359,4861,314,164+45,322+3%$148.8M$141.3M-$7.6M2026-11-09
Cambridge Investment Research Advisors, Inc.
INCREASED1,359,0741,354,558+4,516+0%$153.4M$141.2K-$153.3M2026-11-02
Narus Financial Partners, LLC
DECREASED1,335,8241,337,289-1,4650%$151.5M$138.8M-$12.6M2026-10-19
Harel Insurance Investments & Financial Services Ltd.
INCREASED1,290,2571,289,594+663+0%$146.1M$134.1K-$145.9M2026-11-02
Czech National Bank
INCREASED1,280,4671,247,867+32,600+3%$141.3M$133.1M-$8.3M2026-10-13
Arizona State Retirement System
INCREASED1,224,6531,216,703+7,950+1%$137.8M$127.3M-$10.5M2026-11-03
Robeco Institutional Asset Management B.V.
DECREASED1,222,0232,450,128-1,228,105-50%$277.5M$127.0M-$150.5M2026-10-20
Rakuten Investment Management, Inc.
INCREASED1,216,5991,094,543+122,056+11%$125.4M$129.9M+$4.5M2026-10-30
King Luther Capital Management Corp
DECREASED1,167,4931,328,784-161,291-12%$150.5M$121.3M-$29.2M2026-11-05
State of Michigan Retirement System
DECREASED1,148,4201,151,220-2,8000%$130.4M$119.3M-$11.0M2026-10-27
TD Waterhouse Canada Inc.
DECREASED1,087,8851,108,584-20,699-2%$120.7M$113.6M-$7.2M2026-10-16
Heritage OAK Wealth Advisors LLC
INCREASED1,083,1261,068,525+14,601+1%$121.0M$112.6M-$8.5M2026-10-14
Stack Financial Management, Inc
DECREASED1,011,3761,014,994-3,6180%$115.0M$105.1M-$9.9M2026-11-02
Churchill Financial Advisors, LLC
UNCHANGED998,049998,04900%$113.0M$103.7M-$9.3M2026-10-20
Strs Ohio
DECREASED996,9501,078,290-81,340-8%$122.1M$103.6M-$18.5M2026-10-30
IFM Investors Pty Ltd
INCREASED996,569963,590+32,979+3%$109.1M$103.6M-$5.6M2026-10-14
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
NEW984,598—+984,598——$102.3M—2026-11-03
Lido Advisors, LLC
INCREASED975,458867,964+107,494+12%$98.3M$101.4M+$3.1M2026-11-04
GF Fund Management Co. Ltd.
DECREASED967,758989,168-21,410-2%$112.0M$100.6M-$11.5M2026-10-26
Nisa Investment Advisors, LLC
DECREASED950,4731,132,702-182,229-16%$128.3M$98.8M-$29.5M2026-10-20
Kestra Advisory Services, LLC
INCREASED918,625880,823+37,802+4%$99.8M$95.5M-$4.3M2026-11-02
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED910,775887,826+22,949+3%$100.6M$94.6M-$5.9M2026-10-20
Glenview Trust Co
INCREASED887,944887,496+448+0%$100.5M$92.3M-$8.2M2026-10-28
Keybank National Association
DECREASED869,947885,161-15,214-2%$100.3M$90.4M-$9.8M2026-11-04
UniSuper Management Pty Ltd
DECREASED859,660917,463-57,803-6%$103.9M$89.3M-$14.6M2026-10-26
Xponance LLC
INCREASED856,735805,607+51,128+6%$91.2M$89.0M-$2.2M2026-11-03
Migdal Insurance & Financial Holdings Ltd.
INCREASED847,5361,127+846,409+75103%$127.6K$88.1M+$88.0M2026-11-09
Nykredit A/S
INCREASED843,509801,462+42,047+5%$90.8M$87.7M-$3.1M2026-11-06
Midwest Trust Co
INCREASED838,543806,574+31,969+4%$91.4M$87.1M-$4.2M2026-10-22
Uniting Wealth Partners, LLC
DECREASED790,369791,983-1,6140%$89.7M$82.1M-$7.6M2026-11-06
Eastern Bank
DECREASED783,561896,633-113,072-13%$101.6M$81.4M-$20.1M2026-10-05
Artemis Investment Management LLP
INCREASED779,272513,555+265,717+52%$58.2M$81.0M+$22.8M2026-10-08
Amalgamated Bank
DECREASED774,028785,826-11,798-1%$89.0M$80.4K-$88.9M2026-10-23
OP Asset Management Ltd
INCREASED760,618590,216+170,402+29%$66.8M$79.0M+$12.2M2026-11-05
Eurizon Capital SGR S.p.A.
DECREASED757,3911,449,508-692,117-48%$164.6M$79.2M-$85.5M2026-11-06
Ferguson Wellman Capital Management, Inc
INCREASED716,949709,760+7,189+1%$80.4M$74.5M-$5.9M2026-10-05
Meyer Handelman Co
DECREASED716,948723,760-6,812-1%$82.0M$74.5M-$7.5M2026-10-28
Everett Harris & Co
DECREASED712,785717,790-5,005-1%$81.3M$74.1M-$7.2M2026-10-28
Gateway Investment Advisers LLC
INCREASED702,672683,106+19,566+3%$77.4M$73.0M-$4.3M2026-10-13
Parnassus Investments, LLC
DECREASED695,966704,428-8,462-1%$79.8M$72.3M-$7.5M2026-10-22
Smith Chas P & Associates PA Cpas
DECREASED691,736694,499-2,7630%$78.7M$82.2M+$3.5M2026-10-22
Concurrent Investment Advisors, LLC
INCREASED674,480638,924+35,556+6%$72.4M$70.1M-$2.3M2026-10-16
Union Bancaire Privee, UBP SA
INCREASED661,862615,489+46,373+8%$75.0M$76.2M+$1.2M2026-11-04
Americana Partners, LLC
INCREASED656,531559,418+97,113+17%$63.4M$68.2M+$4.9M2026-10-28
Police & Firemen's Retirement System of New Jersey
DECREASED646,264658,374-12,110-2%$74.6M$67.2M-$7.4M2026-11-09
Wealthfront Advisers LLC
INCREASED638,664620,690+17,974+3%$70.3M$66.4M-$3.9M2026-11-09
Bahl & Gaynor LLC
DECREASED637,352737,290-99,938-14%$83.5M$66.2M-$17.3M2026-11-05
New York Life Investment Management LLC
INCREASED619,569610,654+8,915+1%$69.2M$64.4M-$4.8M2026-11-04
iA Global Asset Management Inc.
DECREASED617,645727,876-110,231-15%$82.4M$64.2K-$82.4M2026-10-29
UMB Bank, n.a.
DECREASED596,176615,797-19,621-3%$69.7M$62.0M-$7.8M2026-11-06
Greenwood Gearhart LLC
INCREASED591,590581,561+10,029+2%$65.9M$61.5M-$4.4M2026-11-02
MKP Capital Management, L.L.C.
NEW589,170—+589,170——$61.2M—2026-11-04
Henshaw Capital LLC
UNCHANGED587,385587,38500%$66.5M$61.0M-$5.5M2026-11-03
Candriam S.C.A.
INCREASED578,099519,128+58,971+11%$58.7M$60.3M+$1.6M2026-11-03
Border to Coast Pensions Partnership Ltd
DECREASED577,987631,922-53,935-9%$71.5M$60.0K-$71.5M2026-10-09
Prime Capital Investment Advisors, LLC
DECREASED559,430562,568-3,138-1%$63.7M$58.1M-$5.6M2026-10-20
KCM Investment Advisors LLC
DECREASED552,012556,905-4,893-1%$63.1M$57.4M-$5.7M2026-10-27
Illinois Municipal Retirement Fund
DECREASED550,814559,580-8,766-2%$63.4M$57.2M-$6.1M2026-11-05
Factory Mutual Insurance Co
DECREASED549,226552,126-2,900-1%$62.5M$57.1M-$5.5M2026-10-30
Oregon Public Employees Retirement Fund
INCREASED547,884539,054+8,830+2%$61.1M$56.9M-$4.1M2026-10-30
OpenArc Corporate Advisory, LLC
INCREASED537,479525,752+11,727+2%$59.5M$55.9M-$3.7M2026-10-21
Vest Financial, LLC
INCREASED530,428457,121+73,307+16%$51.8M$55.1M+$3.3M2026-10-21
Danica Pension, Livsforsikringsaktieselskab
INCREASED529,377460,427+68,950+15%$52.1M$55.0M+$2.9M2026-11-09
Welch & Forbes LLC
INCREASED527,105526,233+872+0%$59.6M$54.8M-$4.8M2026-11-04
Louisiana State Employees Retirement System
DECREASED525,800537,700-11,900-2%$60.9M$54.6M-$6.3M2026-10-20
Fourpath Capital Management, LLC
DECREASED509,738517,575-7,837-2%$58.6M$53.0M-$5.6M2026-10-19
D.A. Davidson & Co.
INCREASED505,371432,250+73,121+17%$49.0M$52.5M+$3.6M2026-10-28
Crossmark Global Holdings, Inc.
INCREASED505,164446,843+58,321+13%$50.6M$52.5M+$1.9M2026-10-21
Central Trust Co
DECREASED502,828505,931-3,103-1%$57.3M$52.3M-$5.0M2026-11-05
Bokf, NA
DECREASED500,834502,347-1,5130%$56.9M$52.0M-$4.8M2026-10-27
Cullen T Bankers, Inc.
DECREASED495,729511,092-15,363-3%$57.9M$51.5M-$6.4M2026-10-28
Avanza Fonder AB
INCREASED488,900439,736+49,164+11%$49.8M$50.8M+$1.0M2026-10-13
Arlington Trust Co LLC
INCREASED481,0384,482+476,556+10633%$507.6K$50.0M+$49.5M2026-10-20
Kornitzer Capital Management Inc
INCREASED478,447476,952+1,495+0%$54.0M$49.7M-$4.3M2026-11-03
Compass Capital Management, Inc
INCREASED477,045466,507+10,538+2%$52.8M$49.6M-$3.3M2026-11-06
State of Alaska, Department of Revenue
DECREASED475,364482,775-7,411-2%$54.7M$49.4K-$54.6M2026-10-15
Pinnacle Associates LTD
DECREASED473,934483,782-9,848-2%$54.8M$49.3M-$5.5M2026-10-20
Heritage Investors Management Corp
INCREASED473,127472,513+614+0%$53.5M$49.2K-$53.5M2026-10-29
Vise Technologies, Inc.
INCREASED472,677435,170+37,507+9%$49.3M$49.1M-$166.8K2026-10-29
Mutual of America Capital Management LLC
DECREASED455,574465,605-10,031-2%$52.7M$47.3M-$5.4M2026-10-23
Merit Financial Group, LLC
INCREASED452,512451,779+733+0%$51.2M$47.0M-$4.1M2026-11-06
Apollon Wealth Management, LLC
INCREASED448,611447,783+828+0%$50.7M$46.6M-$4.1M2026-10-23
HB Wealth Management, LLC
INCREASED447,464427,579+19,885+5%$48.4M$46.5M-$1.9M2026-10-23
Oppenheimer & Co Inc
DECREASED445,135486,171-41,036-8%$55.1M$46.3M-$8.8M2026-10-26
Argent Trust Co
INCREASED445,060443,169+1,891+0%$50.2M$46.3M-$3.9M2026-11-09
Raiffeisen Bank International AG
INCREASED429,238138,199+291,039+211%$15.8M$45.8M+$30.0M2026-10-28
Yousif Capital Management, LLC
DECREASED421,310422,536-1,2260%$47.9M$43.8M-$4.1M2026-10-22
Legacy Capital Wealth Partners, LLC
DECREASED416,781537,285-120,504-22%$60.9M$43.3M-$17.5M2026-10-21
Farmers & Merchants Investments Inc
INCREASED409,071405,094+3,977+1%$45.9M$42.5M-$3.4M2026-10-22
Signature Estate & Investment Advisors LLC
INCREASED406,263397,688+8,575+2%$45.0M$42.2M-$2.8M2026-10-13
Virginia Retirement Systems ET Al
DECREASED405,451700,251-294,800-42%$79.3M$42.1M-$37.2M2026-10-28
National Mutual Insurance Federation of Agricultural Cooperatives
INCREASED404,100339,100+65,000+19%$38.4M$42.0M+$3.6M2026-10-28
Exchange Traded Concepts, LLC
INCREASED400,690362,664+38,026+10%$41.1M$41.6M+$564.4K2026-10-28
Oakworth Capital, Inc.
INCREASED399,917398,156+1,761+0%$44.4M$41.6M-$2.9M2026-10-26
Kestra Private Wealth Services, LLC
DECREASED397,801405,349-7,548-2%$45.9M$41.3M-$4.6M2026-11-06
Davenport & Co LLC
INCREASED394,026391,955+2,071+1%$44.4M$40.9M-$3.4M2026-10-14
Northeast Investment Management
INCREASED392,768391,940+828+0%$44.4M$40.8M-$3.6M2026-10-30
Gradient Investments LLC
INCREASED390,716387,784+2,932+1%$43.9M$40.6M-$3.3M2026-10-08
Chilton Capital Management LLC
INCREASED387,628380,462+7,166+2%$43.1M$40.3M-$2.8M2026-10-28
Clearstead Advisors, LLC
INCREASED386,234382,536+3,698+1%$43.3M$40.1M-$3.2M2026-11-06
Covea Finance
DECREASED385,810533,610-147,800-28%$60.4M$40.1M-$20.3M2026-10-21
Farther Finance Advisors, LLC
INCREASED379,489355,814+23,675+7%$40.3M$39.4M-$871.4K2026-10-08
Badgley Phelps Wealth Managers, LLC
DECREASED376,180387,161-10,981-3%$43.8M$39.1M-$4.8M2026-10-22
Assetmark, Inc
INCREASED375,638364,801+10,837+3%$41.3M$39.0M-$2.3M2026-10-21
Heritage Wealth Advisors
DECREASED370,657375,055-4,398-1%$42.5M$38.5M-$4.0M2026-11-09
Natixis
NEW368,262—+368,262——$38.3M—2026-11-06
Mizuho Securities USA LLC
INCREASED363,902343,221+20,681+6%$38.9M$38.2M-$700.7K2026-11-09
Allworth Financial LP
INCREASED361,841340,091+21,750+6%$38.5M$41.0M+$2.5M2026-11-06
MGO One Seven LLC
DECREASED356,797366,684-9,887-3%$41.5M$37.1M-$4.5M2026-10-28
ABN Amro Investment Solutions
INCREASED353,734273,242+80,492+29%$30.9M$36.8M+$5.8M2026-10-21
Montrusco Bolton Investments Inc.
INCREASED352,732292,798+59,934+20%$33.2M$36.7M+$3.5M2026-10-13
Sapient Capital LLC
DECREASED349,184351,272-2,088-1%$39.8M$36.3M-$3.5M2026-10-08
J. Safra Sarasin Holding AG
DECREASED347,660384,398-36,738-10%$45.4M$39.5M-$5.8M2026-10-26
Profund Advisors LLC
DECREASED343,690370,547-26,857-7%$42.0M$35.7M-$6.3M2026-10-29
OFI Invest Asset Management
DECREASED343,312993,252-649,940-65%$98.9M$31.8M-$67.0M2026-11-06
Gulf International Bank (UK) Ltd
UNCHANGED339,374339,37400%$38.4M$35.3K-$38.4M2026-10-20
Savant Capital, LLC
DECREASED337,255457,892-120,637-26%$54.2M$35.0M-$19.1M2026-11-06
One Way Holdings LLC
INCREASED328,769316,035+12,734+4%$35.8M$34.2M-$1.6M2026-10-29
MassMutual Private Wealth & Trust, FSB
DECREASED327,374339,523-12,149-4%$38.5M$34.0M-$4.4M2026-10-05
Intech Investment Management LLC
DECREASED326,215351,263-25,048-7%$39.8M$33.9M-$5.9M2026-11-09
Howland Capital Management LLC
DECREASED326,011333,860-7,849-2%$37.8M$33.9M-$3.9M2026-10-22
Salem Investment Counselors Inc
INCREASED324,878323,807+1,071+0%$36.7M$33.8M-$2.9M2026-10-13
Brookstone Capital Management
INCREASED318,801300,866+17,935+6%$34.1M$33.1M-$946.3K2026-10-22
B. Metzler seel. Sohn & Co. AG
DECREASED310,858315,661-4,803-2%$35.8M$32.3M-$3.4M2026-10-30
Tokio Marine Asset Management Co LTD
INCREASED310,131305,487+4,644+2%$34.6M$32.2M-$2.4M2026-10-26
Prospera Financial Services Inc
DECREASED305,169437,836-132,667-30%$49.6M$37.7M-$11.9M2026-11-04
Venture Visionary Partners LLC
INCREASED302,937235,341+67,596+29%$26.7M$31.5M+$4.8M2026-10-07
Asset Advisors Investment Management, LLC
DECREASED295,802300,439-4,637-2%$34.0M$30.7M-$3.3M2026-10-19
Coleford Investment Management Ltd.
DECREASED293,030293,310-2800%$33.2M$30.5M-$2.8M2026-11-09
Compagnie Lombard Odier SCmA
INCREASED289,438176,512+112,926+64%$20.0M$30.1M+$10.1M2026-11-04
Cornerstone Advisors, LLC
DECREASED287,787315,835-28,048-9%$35.8M$29.9M-$5.9M2026-11-06
Washington Trust Co
DECREASED282,041284,641-2,600-1%$32.2M$29.3M-$2.9M2026-10-22
Park Avenue Securities LLC
INCREASED277,375274,907+2,468+1%$31.1M$28.8K-$31.1M2026-10-26
SouthState Bank Corp
INCREASED273,907270,801+3,106+1%$30.7M$28.5M-$2.2M2026-11-09
New Wave Wealth Advisors LLC
DECREASED273,640273,929-2890%$31.0M$30.7M-$300.9K2026-10-19
Cullen Investment Group, Ltd.
DECREASED271,702278,912-7,210-3%$31.6M$30.7M-$868.7K2026-10-13
Aware Super Pty Ltd as trustee of Aware Super
NEW270,485—+270,485——$28.1M—2026-10-30
Capital Investment Counsel, Inc
DECREASED269,068269,976-9080%$30.6M$28.0M-$2.6M2026-10-20
Maryland State Retirement & Pension System
INCREASED268,063236,361+31,702+13%$26.8M$27.9M+$1.1M2026-11-05
BI Asset Management Fondsmaeglerselskab A/S
DECREASED266,280686,398-420,118-61%$77.7M$27.7K-$77.7M2026-10-22
Absher Wealth Management, LLC
INCREASED262,892236,429+26,463+11%$26.8M$27.3M+$541.7K2026-11-02
Moors & Cabot, Inc.
INCREASED262,243255,362+6,881+3%$28.9M$27.3M-$1.7M2026-11-06
J.W. Cole Advisors, Inc.
INCREASED261,924246,331+15,593+6%$27.9M$27.2M-$680.4K2026-11-05
Tctc Holdings, LLC
INCREASED261,743261,703+40+0%$29.6M$27.2M-$2.4M2026-11-02
Westchester Capital Management, Inc.
INCREASED259,143245,533+13,610+6%$27.8M$26.9M-$878.9K2026-10-23
Wesbanco Bank Inc
DECREASED258,910309,865-50,955-16%$35.1M$26.9M-$8.2M2026-11-04
Atwood & Palmer Inc
DECREASED251,626254,376-2,750-1%$28.8M$26.1M-$2.7M2026-10-08
Segment Wealth Management, LLC
DECREASED251,060253,512-2,452-1%$28.7M$26.1M-$2.6M2026-10-26
Community Trust & Investment Co
INCREASED250,557243,690+6,867+3%$27.6M$26.0M-$1.6M2026-10-15
Marco Investment Management LLC
DECREASED248,953252,796-3,843-2%$28.6M$25.9M-$2.8M2026-11-09
Daymark Wealth Partners, LLC
INCREASED248,137223,260+24,877+11%$25.3M$25.8M+$500.0K2026-11-04
American National Bank & Trust
DECREASED246,566259,611-13,045-5%$29.4M$25.6M-$3.8M2026-10-07
Ritholtz Wealth Management
DECREASED243,638246,087-2,449-1%$27.9M$25.3M-$2.6M2026-11-05
Florida Trust Wealth Management Co
INCREASED240,941217,359+23,582+11%$24.6M$25.0M+$420.5K2026-11-05
Mesirow Financial Investment Management, Inc.
INCREASED238,672235,308+3,364+1%$26.7M$24.8M-$1.8M2026-11-05
Hartford Investment Management Co
DECREASED238,645242,464-3,819-2%$27.5M$24.8M-$2.7M2026-11-04
Atria Investments, Inc
DECREASED231,938232,581-6430%$26.3M$24.1M-$2.2M2026-10-15
Triglav Investments, D.O.O.
DECREASED231,307302,939-71,632-24%$34.3M$24.0M-$10.3M2026-11-06
Cornerstone Wealth Management, LLC
INCREASED230,682186,618+44,064+24%$21.1M$24.0M+$2.8M2026-11-04
Cutler Investment Counsel LLC
INCREASED228,648217,092+11,556+5%$24.6M$23.8M-$826.7K2026-10-28
Parthenon LLC
DECREASED224,946225,415-4690%$25.5M$23.4M-$2.2M2026-10-22
Montag A & Associates Inc
DECREASED223,484230,764-7,280-3%$26.1M$23.2M-$2.9M2026-10-29
First National Trust Co
DECREASED223,001240,106-17,105-7%$27.2M$23.2M-$4.0M2026-10-28
Tompkins Financial Corp
DECREASED222,059225,125-3,066-1%$25.5M$23.1M-$2.4M2026-10-05
Fifth Third Wealth Advisors LLC
INCREASED220,628212,044+8,584+4%$24.0M$22.9M-$1.1M2026-10-22
Citizens Financial Group Inc
DECREASED218,974223,983-5,009-2%$25.4M$22.8M-$2.6M2026-10-23
Richard C. Young & Co., Ltd.
DECREASED218,829220,278-1,449-1%$24.9M$22.7M-$2.2M2026-11-04
New Mexico Educational Retirement Board
UNCHANGED218,079218,07900%$24.7M$22.7K-$24.7M2026-11-05
Patten & Patten Inc
INCREASED216,758215,034+1,724+1%$24.4M$22.5M-$1.8M2026-10-26
Strategic Planning Group, LLC
INCREASED216,411205,911+10,500+5%$23.3M$22.5M-$832.0K2026-10-22
Nemes Rush Group LLC
INCREASED216,124214,717+1,407+1%$24.3M$22.5M-$1.9M2026-11-04
Aegon Asset Management UK PLC
DECREASED214,337283,681-69,344-24%$32.1M$22.3M-$9.9M2026-11-04
Ag2r LA Mondiale Gestion D'actifs
INCREASED213,394192,750+20,644+11%$21.8M$22.2M+$345.0K2026-10-26
Oakmont Corp
DECREASED211,790229,107-17,317-8%$25.9M$22.0M-$3.9M2026-11-09
Y-Intercept (Hong Kong) Ltd
INCREASED211,640193,722+17,918+9%$21.9M$22.0M+$52.7K2026-10-16
Davidson Investment Advisors
DECREASED210,046214,078-4,032-2%$24.2M$21.8M-$2.4M2026-10-20
Edge Wealth Management LLC
INCREASED208,327208,255+72+0%$23.6M$21.8M-$1.8M2026-10-13
Adell Harriman & Carpenter Inc
INCREASED205,831201,654+4,177+2%$22.8M$21.4M-$1.4M2026-11-02
First Horizon Corp
DECREASED204,743206,958-2,215-1%$23.4M$21.3M-$2.2M2026-10-26
Simplicity Wealth,LLC
INCREASED204,504184,119+20,385+11%$20.9M$21.3M+$398.8K2026-10-23
Oppenheimer Asset Management Inc.
INCREASED200,682195,790+4,892+3%$22.2M$20.9M-$1.3M2026-10-27
China Universal Asset Management Co., Ltd.
INCREASED198,226189,706+8,520+4%$21.5M$21.2M-$315.6K2026-10-28
Leavell Investment Management, Inc.
INCREASED197,559195,861+1,698+1%$22.2M$20.5M-$1.7M2026-11-09
Thoroughbred Financial Services, LLC
INCREASED193,674191,907+1,767+1%$21.7M$20.1K-$21.7M2026-11-09
Abner Herrman & Brock LLC
DECREASED193,315198,968-5,653-3%$22.5K$20.1K-$2.4K2026-10-20
Letko, Brosseau & Associates Inc
DECREASED192,436195,046-2,610-1%$22.1M$20.0M-$2.1M2026-11-06
Modera Wealth Management, LLC
INCREASED192,275187,967+4,308+2%$21.3M$20.0M-$1.3M2026-10-28
Ethic Inc.
INCREASED190,101170,782+19,319+11%$19.3M$19.8M+$412.5K2026-11-03
Moran Wealth Management, LLC
INCREASED189,770186,379+3,391+2%$21.1M$19.7M-$1.4M2026-10-22
First American Bank
DECREASED188,460192,306-3,846-2%$21.8M$19.6M-$2.2M2026-10-27
Forbes J M & Co LLP
INCREASED187,271185,909+1,362+1%$21.1M$19.5M-$1.6M2026-10-16
Whitener Capital Management, Inc.
INCREASED186,057185,044+1,013+1%$21.0M$19.3M-$1.6M2026-10-15
First Nebraska Trust Co
DECREASED185,735189,779-4,044-2%$21.5M$19.3M-$2.2M2026-10-30
Carnegie Investment Counsel
DECREASED185,659198,076-12,417-6%$22.4M$19.3M-$3.1M2026-10-20
Choreo, LLC
DECREASED185,540185,796-2560%$21.0M$19.3M-$1.8M2026-10-28
Independent Financial Group, LLC
INCREASED185,498158,800+26,698+17%$18.0M$19.3M+$1.3M2026-10-13
AGF Management LTD
INCREASED185,071154,688+30,383+20%$17.5M$19.2M+$1.7M2026-11-03
Pittenger & Anderson Inc
INCREASED184,970184,261+709+0%$20.9M$19.2M-$1.6M2026-11-02
JB Capital LLC
INCREASED183,909181,075+2,834+2%$20.5M$19.1M-$1.4M2026-10-19
Payden & Rygel
INCREASED183,860151,860+32,000+21%$17.2M$19.1K-$17.2M2026-10-28
GW Henssler & Associates LTD
DECREASED183,816184,996-1,180-1%$21.0M$19.1M-$1.9M2026-10-26
Vontobel Holding Ltd.
DECREASED182,701224,972-42,271-19%$25.5M$19.0M-$6.5M2026-10-16
Great Valley Advisor Group, Inc.
INCREASED181,787176,942+4,845+3%$20.0M$18.9M-$1.1M2026-11-09
Allen Investment Management, LLC
INCREASED180,953178,668+2,285+1%$20.2M$18.8M-$1.4M2026-11-03
Calamos Wealth Management LLC
DECREASED180,672181,893-1,221-1%$20.6M$18.8M-$1.8M2026-11-02
Synergy Asset Management, LLC
NEW179,725—+179,725——$18.7M—2026-11-05
Ascent Group, LLC
DECREASED179,551181,787-2,236-1%$20.6M$18.7M-$1.9M2026-10-30
Level Four Advisory Services, LLC
DECREASED178,787188,690-9,903-5%$21.4M$18.6M-$2.8M2026-11-06
Guyasuta Investment Advisors Inc
INCREASED178,090169,826+8,264+5%$19.2M$18.5M-$727.3K2026-10-15
Meitav Investment House LTD
INCREASED178,090177,961+129+0%$20.2M$18.5M-$1.6M2026-10-28
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED176,721177,246-5250%$20.1M$18.4M-$1.7M2026-10-27
Cypress Funds LLC
DECREASED173,487182,196-8,709-5%$20.6M$18.0M-$2.6M2026-11-09
E. Ohman J:or Asset Management AB
INCREASED172,680170,280+2,400+1%$19.3M$17.9M-$1.3M2026-10-22
Lynch & Associates
DECREASED172,443176,203-3,760-2%$20.0M$17.9M-$2.0M2026-10-13
City Holding Co
DECREASED171,521175,271-3,750-2%$19.9M$17.8M-$2.0M2026-10-19
Cardinal Point Capital Management ULC
INCREASED170,966159,441+11,525+7%$18.1M$17.8M-$291.5K2026-10-21
Empirical Capital Management, LLC
UNCHANGED170,000170,00000%$19.3M$17.7K-$19.2M2026-10-27
Parallel Advisors, LLC
INCREASED168,325163,898+4,427+3%$18.6M$17.5M-$1.1M2026-11-03
Mission Wealth Management, LP
DECREASED168,149211,529-43,380-21%$24.0M$17.5M-$6.5M2026-10-15
Coldstream Capital Management Inc
DECREASED167,588173,715-6,127-4%$19.7M$17.4M-$2.3M2026-11-09
Visionary Wealth Advisors
INCREASED167,565167,459+106+0%$19.0M$17.4M-$1.6M2026-11-04
Generali Asset Management SPA SGR
DECREASED166,862178,280-11,418-6%$20.2M$17.3M-$2.9M2026-10-26
Flossbach VON Storch SE
DECREASED165,010176,957-11,947-7%$20.0M$17.1M-$2.9M2026-10-28
Signaturefd, LLC
INCREASED163,464162,445+1,019+1%$18.4M$17.0M-$1.4M2026-10-23
Sagespring Wealth Partners, LLC
DECREASED162,928185,085-22,157-12%$21.0M$16.9M-$4.0M2026-10-22
Stackstone Wealth, LLC
NEW162,365—+162,365——$16.9M—2026-10-19
LMG Wealth Partners, LLC
INCREASED162,149158,724+3,425+2%$18.0M$16.9M-$1.1M2026-11-05
American Assets Investment Management, LLC
UNCHANGED162,000162,00000%$18.3M$16.8M-$1.5M2026-10-30
Trust Co of Vermont
INCREASED160,066159,275+791+1%$18.0M$16.6M-$1.4M2026-10-21
PKO Investment Management Joint-Stock Co
INCREASED160,000140,000+20,000+14%$15.9M$16.6M+$770.8K2026-10-19
Bellecapital International Ltd.
INCREASED159,936158,099+1,837+1%$17.9M$16.6M-$1.3M2026-10-21
Simplex Trading, LLC
INCREASED158,78021,221+137,559+648%$2.4M$16.5M+$14.1M2026-11-04
Cardinal Capital Management
INCREASED157,935153,893+4,042+3%$17.4M$16.4M-$1.0M2026-10-21
Axxcess Wealth Management, LLC
DECREASED157,677242,329-84,652-35%$27.4M$16.4M-$11.1M2026-10-21
Physicians Financial Services, Inc.
DECREASED156,367157,447-1,080-1%$17.8M$16.3K-$17.8M2026-11-04
HUB Investment Partners, LLC
DECREASED155,442252,054-96,612-38%$28.5M$16.2M-$12.4M2026-11-03
IFP Advisors, Inc
INCREASED155,276154,200+1,076+1%$17.5M$16.1M-$1.3M2026-10-16
Meridian Wealth Management, LLC
DECREASED155,212157,755-2,543-2%$17.9M$16.1M-$1.7M2026-11-05
GHP Investment Advisors, Inc.
DECREASED155,137156,934-1,797-1%$17.8M$16.1M-$1.7M2026-10-15
Foster Victor Wealth Advisors, LLC
INCREASED154,397148,628+5,769+4%$16.9M$18.3M+$1.4M2026-10-21
Atwater Malick LLC
DECREASED153,985154,500-5150%$17.5M$16.0M-$1.5M2026-10-15
AlphaCore Capital LLC
INCREASED153,815150,537+3,278+2%$17.0M$16.0M-$1.1M2026-11-04
ARS Wealth Advisors Group, LLC
INCREASED151,979151,889+90+0%$17.2M$15.8M-$1.4M2026-10-16
Cullinan Associates Inc
INCREASED150,800143,088+7,712+5%$16.2M$15.7M-$534.9K2026-11-03
Mather Group, Llc.
INCREASED150,648107,409+43,239+40%$12.2M$15.7M+$3.5M2026-10-14
BAR Harbor Wealth Management
DECREASED149,963150,791-828-1%$17.1M$15.6M-$1.5M2026-10-21
Heritage Trust Co
INCREASED149,496147,739+1,757+1%$16.7M$15.5M-$1.2M2026-11-09
VestGen Advisors, LLC
DECREASED149,466164,218-14,752-9%$18.6M$15.5M-$3.1M2026-10-27
Gamma Investing LLC
INCREASED149,412146,221+3,191+2%$16.6M$15.5M-$1.0M2026-10-08
NorthCrest Asset Manangement, LLC
INCREASED149,12038,057+111,063+292%$4.3M$16.5M+$12.2M2026-10-13
Capital Investment Advisors, LLC
DECREASED148,638149,541-903-1%$16.9M$15.4M-$1.5M2026-10-22
Marietta Wealth Management, LLC
DECREASED148,249148,566-3170%$16.8M$17.2M+$394.0K2026-10-22
Wespac Advisors SoCal, LLC
DECREASED147,022147,846-824-1%$16.7M$15.3M-$1.5M2026-10-13
Howard Capital Management, LLC
DECREASED146,656147,059-4030%$16.7M$15.2M-$1.4M2026-10-16
Cadinha & Co LLC
DECREASED146,650149,943-3,293-2%$17.0M$15.2M-$1.7M2026-10-22
Nippon Life Global Investors Americas, Inc.
INCREASED145,14011,470+133,670+1165%$1.3M$15.1M+$13.8M2026-10-29
TLW Wealth Management, LLC
INCREASED142,270140,654+1,616+1%$15.9M$14.8M-$1.1M2026-10-27
LBP AM SA
NEW141,246—+141,246——$14.7M—2026-11-06
Buck Wealth Strategies, LLC
INCREASED140,603121,253+19,350+16%$13.7M$14.6M+$878.3K2026-10-28
First Citizens Bank & Trust Co
INCREASED140,542115,176+25,366+22%$13.0M$14.6M+$1.6M2026-10-14
Marble Harbor Investment Counsel, LLC
DECREASED140,490141,839-1,349-1%$16.1M$14.6M-$1.5M2026-11-06
First Merchants Corp
DECREASED139,940147,461-7,521-5%$16.7M$14.5M-$2.2M2026-10-15
Clifford Swan Investment Counsel LLC
DECREASED139,532140,660-1,128-1%$15.9M$14.5M-$1.4M2026-11-05
Woodstock Corp
INCREASED139,432139,348+84+0%$15.8M$14.5M-$1.3M2026-10-13
Griffin Asset Management, Inc.
DECREASED138,652139,661-1,009-1%$15.8M$14.4M-$1.4M2026-10-22
Congress Asset Management Co
DECREASED138,293142,051-3,758-3%$16.1M$14.4M-$1.7M2026-10-06
King Wealth Management Group
INCREASED138,265136,003+2,262+2%$15.4M$14.4K-$15.4M2026-11-09
Waters Parkerson & Co., LLC
DECREASED138,045140,826-2,781-2%$15.9M$14.3M-$1.6M2026-11-04
TMB Capital Partners, LLC
DECREASED137,836138,072-2360%$15.6M$14.3M-$1.3M2026-10-20
Enclave Advisors LLC
DECREASED137,138145,613-8,475-6%$16.5M$14.3M-$2.2M2026-10-14
Motco
INCREASED136,414135,626+788+1%$15.4M$14.2M-$1.2M2026-11-09
Cypress Capital Group
DECREASED135,949145,380-9,431-6%$16.5M$14.1M-$2.3M2026-11-03
Wedbush Securities Inc
INCREASED135,772132,682+3,090+2%$15.0M$14.1K-$15.0M2026-10-22
Dynamic Advisor Solutions LLC
DECREASED135,706139,195-3,489-3%$15.8M$14.1M-$1.7M2026-10-13
Hamel Associates, Inc.
DECREASED135,555137,247-1,692-1%$15.5M$14.1M-$1.4M2026-11-06
JGP Wealth Management, LLC
INCREASED135,219131,657+3,562+3%$14.9M$14.1M-$859.5K2026-10-13
North Dakota State Investment Board
INCREASED134,442129,371+5,071+4%$14.7M$14.0M-$681.3K2026-10-27
Walker Asset Management, LLC
INCREASED133,878132,499+1,379+1%$15.0M$13.9M-$1.1M2026-10-13
Ascent Wealth Partners, LLC
INCREASED132,750131,736+1,014+1%$14.9M$13.8M-$1.1M2026-10-23
Quadrant Capital Group LLC
DECREASED132,173133,735-1,562-1%$15.1M$14.8M-$306.4K2026-10-20
Lyell Wealth Management, LP
INCREASED132,134129,683+2,451+2%$14.7M$13.7M-$956.5K2026-10-30
Sowell Financial Services LLC
DECREASED131,973134,295-2,322-2%$15.2M$13.7M-$1.5M2026-10-23
Community Bank & Trust, Waco, Texas
INCREASED130,379109,647+20,732+19%$12.4M$13.5K-$12.4M2026-10-19
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
INCREASED129,657117,226+12,431+11%$13.3M$13.5M+$196.9K2026-10-22
Krilogy Financial LLC
DECREASED129,215143,183-13,968-10%$16.2M$14.6M-$1.6M2026-10-13
James Investment Research, Inc.
DECREASED129,008134,584-5,576-4%$15.2M$13.4M-$1.8M2026-10-22
LS Investment Advisors, LLC
DECREASED128,697135,870-7,173-5%$15.4M$13.4M-$2.0M2026-10-13
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
UNCHANGED128,052128,05200%$14.5M$13.3M-$1.2M2026-11-09
Toth Financial Advisory Corp
DECREASED127,544129,229-1,685-1%$14.6M$13.3M-$1.4M2026-10-08
WealthPlan Investment Management, LLC
DECREASED127,448137,070-9,622-7%$15.5M$13.2M-$2.3M2026-10-15
Franklin Street Advisors Inc
DECREASED125,676145,952-20,276-14%$16.5M$13.1M-$3.5M2026-10-13
Pinnacle Wealth Management Advisory Group, LLC
DECREASED125,398132,727-7,329-6%$15.0M$13.0M-$2.0M2026-10-23
Integrity Alliance, Llc.
DECREASED125,079155,750-30,671-20%$17.6M$13.0M-$4.6M2026-10-29
Ldic Inc.
INCREASED124,211105,978+18,233+17%$12.0M$12.9M+$904.9K2026-10-14
AlTi Global, Inc.
DECREASED123,310135,498-12,188-9%$15.3M$12.8M-$2.5M2026-11-09
WoodTrust Financial Corp
DECREASED123,070123,573-5030%$14.0M$12.8K-$14.0M2026-10-09
McGuire Investment Group, LLC
INCREASED122,776121,811+965+1%$13.8M$12.8M-$1.0M2026-10-23
Adams Diversified Equity Fund, Inc.
DECREASED122,743299,043-176,300-59%$33.9M$12.8M-$21.1M2026-10-21
NBT Bank, N.A.
INCREASED121,922121,703+219+0%$13.8M$12.7M-$1.1M2026-10-21
Praxis Investment Management Inc
UNCHANGED121,850121,85000%$13.8M$12.7K-$13.8M2026-11-03
Alps Advisors Inc
DECREASED121,118163,940-42,822-26%$18.6M$12.6M-$6.0M2026-11-03
Valicenti Advisory Services Inc
INCREASED120,770119,795+975+1%$13.6K$12.6K-$1.0K2026-10-23
Hantz Financial Services, Inc.
INCREASED120,491116,828+3,663+3%$13.2M$12.5K-$13.2M2026-11-09
Perigon Wealth Management, LLC
DECREASED120,063143,878-23,815-17%$16.3M$12.5M-$3.8M2026-10-22
Park National Corp
INCREASED119,86531,303+88,562+283%$3.5M$12.5M+$8.9M2026-10-05
Elyxium Wealth, LLC
INCREASED119,734119,670+64+0%$13.6M$12.4M-$1.1M2026-10-27
Confluence Wealth Services, Inc.
INCREASED119,722114,714+5,008+4%$13.0M$12.4M-$550.9K2026-11-05
Burney Co/
DECREASED119,545124,107-4,562-4%$14.1M$12.4M-$1.6M2026-10-15
Canada Post Corp Registered Pension Plan
DECREASED117,815137,746-19,931-14%$15.6M$12.6M-$3.0M2026-11-09
Community Financial Services Group, LLC
DECREASED117,301119,872-2,571-2%$13.0M$12.2M-$814.7K2026-10-15
IFG Advisory, LLC
INCREASED117,003109,067+7,936+7%$12.4M$12.2M-$194.0K2026-11-09
Clear Trail Advisors, LLC
DECREASED116,561123,555-6,994-6%$14.0M$12.1M-$1.9M2026-10-20
Laurel Wealth Advisors LLC
INCREASED116,375115,206+1,169+1%$13.0M$12.1M-$954.5K2026-10-27
Securian Asset Management, Inc
DECREASED115,761116,497-736-1%$13.3M$12.0M-$1.3M2026-11-06
Jacobi Capital Management LLC
INCREASED115,388114,565+823+1%$13.0M$12.0M-$984.5K2026-11-05
LEE Danner & Bass Inc
DECREASED115,382116,785-1,403-1%$13.2M$12.0M-$1.2M2026-10-27
Monarch Capital Management Inc
DECREASED114,395114,462-670%$13.0M$11.9M-$1.1M2026-10-19
Sigma Planning Corp
DECREASED114,370117,735-3,365-3%$13.3M$11.9M-$1.5M2026-10-23
Gilliland Jeter Wealth Management LLC
DECREASED113,896114,953-1,057-1%$13.0M$11.8M-$1.2M2026-10-28
RFG Advisory, LLC
INCREASED113,431103,885+9,546+9%$11.8M$11.8M+$21.7K2026-11-03
Aberdeen Group plc
DECREASED113,4093,570,595-3,457,186-97%$404.4M$23.1M-$381.3M2026-11-06
Greenleaf Trust
DECREASED113,357116,166-2,809-2%$13.2M$11.8M-$1.4M2026-10-29
Nixon Peabody Trust Co
DECREASED113,042113,571-5290%$12.9M$11.7M-$1.1M2026-10-23
Spire Wealth Management
DECREASED112,502141,149-28,647-20%$16.0M$11.7M-$4.3M2026-10-30
First National Bank of Mount Dora, Trust Investment Services
INCREASED112,32982,271+30,058+37%$9.3M$11.7M+$2.4M2026-10-21
Diversified Trust Co
DECREASED112,291114,193-1,902-2%$12.9M$11.7M-$1.3M2026-11-06
Harrell Investment Partners, LLC
INCREASED111,971110,729+1,242+1%$12.5M$11.6M-$905.1K2026-10-15
Valeo Financial Advisors, LLC
INCREASED111,921110,565+1,356+1%$12.5M$11.6M-$891.5K2026-10-08
Carret Asset Management, LLC
DECREASED111,647112,041-3940%$12.7M$11.6M-$1.1M2026-11-04
YHB Investment Advisors, Inc.
INCREASED111,309107,297+4,012+4%$12.2M$11.6M-$585.3K2026-10-08
Brighton Jones LLC
DECREASED111,112146,865-35,753-24%$16.6M$11.5M-$5.1M2026-11-03
Westwind Capital
DECREASED109,677120,496-10,819-9%$1.4K$11.4K+$10.0K2026-10-08
Fideuram Asset Management (Ireland) dac
DECREASED107,957150,259-42,302-28%$18.1M$12.1M-$6.1M2026-10-29
Tritonpoint Wealth, LLC
DECREASED107,908111,967-4,059-4%$12.7M$11.2M-$1.5M2026-10-19
Royal Fund Management, LLC
INCREASED107,71192,069+15,642+17%$10.4M$11.2M+$765.6K2026-10-22
Kingswood Wealth Advisors, LLC
DECREASED107,272110,373-3,101-3%$12.5M$11.1M-$1.4M2026-10-23
Freestone Capital Holdings, LLC
INCREASED106,714103,961+2,753+3%$11.8M$11.1M-$685.0K2026-11-09
Harbour Investments, Inc.
DECREASED105,473125,477-20,004-16%$14.2M$11.0M-$3.3M2026-11-09
Western Wealth Management, LLC
INCREASED104,53890,434+14,104+16%$10.2M$12.4M+$2.1M2026-11-09
Retirement Planning Group, LLC
DECREASED104,241110,695-6,454-6%$12.5M$10.8M-$1.7M2026-10-19
GFS Advisors, LLC
INCREASED104,009101,203+2,806+3%$982.4K$10.8M+$9.8M2026-11-03
Associated Banc-Corp
DECREASED103,566107,829-4,263-4%$12.2M$10.8M-$1.5M2026-10-30
Picton Mahoney Asset Management
DECREASED102,918238,420-135,502-57%$27.0M$10.7M-$16.3M2026-11-09
Crestwood Advisors Group, LLC
INCREASED102,79095,014+7,776+8%$10.8M$10.7M-$79.0K2026-10-27
Baker Chad R
UNCHANGED102,675102,67500%$11.6M$10.7M-$959.0K2026-10-22
Caldwell Trust Co
INCREASED102,648101,349+1,299+1%$11.5M$10.7M-$811.6K2026-10-30
Lmcg Investments, LLC
INCREASED102,385102,177+208+0%$11.6M$10.6M-$932.7K2026-10-21
Mattern Capital Management, LLC
INCREASED102,19293,445+8,747+9%$10.6M$10.6M+$36.2K2026-11-02
Ashton Thomas Private Wealth, LLC
INCREASED101,58699,262+2,324+2%$11.2M$10.6M-$685.6K2026-11-03
Legacy Private Trust Co.
INCREASED101,47299,281+2,191+2%$11.2M$10.5M-$699.6K2026-10-06
Diversify Advisory Services, LLC
INCREASED101,13998,331+2,808+3%$11.0M$11.9M+$933.7K2026-10-20
Diversify Wealth Management, LLC
INCREASED101,13998,331+2,808+3%$11.0M$11.9M+$933.7K2026-10-20
Mirae Asset Securities (USA) Inc.
INCREASED100,04775,214+24,833+33%$8.5M$10.4M+$1.9M2026-10-15
Fort Washington Investment Advisors Inc
DECREASED99,661103,122-3,461-3%$11.7M$10.4M-$1.3M2026-10-15
B. Riley Wealth Advisors, Inc.
INCREASED99,65673,082+26,574+36%$8.4M$10.4M+$2.0M2026-10-13
Guardian Partners Inc.
INCREASED99,56391,518+8,045+9%$10.4M$10.3M-$18.7K2026-10-21
Pavion Blue Capital, LLC
DECREASED99,474102,214-2,740-3%$11.6M$10.3M-$1.2M2026-11-05
Hennion & Walsh Asset Management, Inc.
DECREASED99,315103,754-4,439-4%$11.8M$10.3M-$1.4M2026-10-13
Acropolis Investment Management, LLC
DECREASED99,274101,087-1,813-2%$11.4M$10.3M-$1.1M2026-10-08
Rossmore Private Capital
INCREASED98,72597,755+970+1%$11.1M$10.3M-$812.2K2026-10-27
Advanced Asset Management Advisors Inc
INCREASED98,59098,490+100+0%$11.2M$10.2M-$909.5K2026-10-20
Investment Advisory Services Inc
DECREASED98,37499,218-844-1%$11.2M$10.2M-$1.0M2026-10-27
Forvis Mazars Wealth Advisors, LLC
INCREASED97,87295,131+2,741+3%$10.8M$10.2M-$603.8K2026-10-13
Alerus Financial NA
INCREASED97,44694,815+2,631+3%$10.7M$10.1M-$612.2K2026-11-09
Plato Investment Management Ltd
INCREASED97,04496,939+105+0%$10.9M$10.1M-$791.2K2026-11-05
Fulcrum Asset Management LLP
DECREASED94,929155,672-60,743-39%$17.8M$10.1M-$7.7M2026-11-04
Meiji Yasuda America Inc
INCREASED92,71373,010+19,703+27%$8.3M$9.6M+$1.4M2026-10-22
Community Bank, N.A.
INCREASED92,35091,730+620+1%$10.4M$9.6M-$792.3K2026-11-06
Signal Advisors Wealth, LLC
DECREASED92,23193,247-1,016-1%$10.6M$9.6M-$976.5K2026-10-13
Globalt Investments LLC / GA
DECREASED92,104109,801-17,697-16%$12.4M$9.6M-$2.9M2026-10-27
Bradley & Co. Private Wealth Management, LLC
DECREASED91,76699,780-8,014-8%$11.3M$9.5M-$1.8M2026-10-23
Oak Harvest Investment Services
INCREASED91,74468,834+22,910+33%$7.8M$9.5M+$1.7M2026-10-20
TritonPoint Partners, LLC
DECREASED91,262128,117-36,855-29%$14.5M$9.5M-$5.0M2026-11-05
Wedmont Private Capital
INCREASED91,23880,835+10,403+13%$9.2M$10.1M+$880.2K2026-10-09
Baugh & Associates, LLC
INCREASED91,14283,776+7,366+9%$9.5M$8.5M-$1.0M2026-10-16
Ceredex Value Advisors LLC
INCREASED90,98513,746+77,239+562%$1.6M$9.5M+$7.9M2026-11-09
Dana Investment Advisors, Inc.
DECREASED90,87392,463-1,590-2%$10.5M$9.4M-$1.0M2026-11-06
Coston, McIsaac & Partners
DECREASED90,77991,769-990-1%$10.4M$9.4M-$959.2K2026-11-06
Inscription Capital, LLC
DECREASED90,43596,807-6,372-7%$11.0M$9.4M-$1.6M2026-11-02
Chickasaw Capital Management LLC
DECREASED90,41591,235-820-1%$10.3K$9.4M+$9.4M2026-10-08
Compound Planning, Inc.
DECREASED90,26396,289-6,026-6%$10.9M$9.4M-$1.5M2026-11-09
Smith Salley Wealth Management
INCREASED90,13388,401+1,732+2%$10.0M$9.4M-$645.7K2026-11-03
Amarillo National Bank
DECREASED89,37390,333-960-1%$10.2M$9.3M-$943.5K2026-10-23
Patton Albertson Miller Group, LLC
INCREASED89,20288,908+294+0%$10.1M$9.3M-$799.9K2026-10-26
AIA Group Ltd
DECREASED89,065126,774-37,709-30%$14.4M$9.3M-$5.1M2026-10-30
Savoir Faire Capital Management, L.P.
INCREASED88,69572,643+16,052+22%$8.2M$9.2M+$989.6K2026-11-03
Caliber Wealth Management, LLC / KS
DECREASED88,48691,586-3,100-3%$10.4M$9.2M-$1.2M2026-11-04
Kavar Capital Partners Group, LLC
INCREASED87,94584,577+3,368+4%$9.6M$9.1M-$439.9K2026-11-06
Raab & Moskowitz Asset Management LLC
DECREASED87,71688,671-955-1%$10.0M$9.1M-$927.4K2026-11-02
Rockland Trust Co
DECREASED87,66489,716-2,052-2%$10.2M$9.1M-$1.1M2026-10-05
United Capital Management of KS, Inc.
INCREASED87,48587,239+246+0%$9.9M$9.1M-$789.2K2026-11-04
Highland Capital Management, LLC
DECREASED87,32988,443-1,114-1%$10.0M$9.1M-$941.8K2026-10-26
Asset Planning Services Inc
DECREASED87,29588,060-765-1%$10.0M$9.1K-$10.0M2026-10-15
Hartline Investment Corp/
DECREASED86,963181,480-94,517-52%$20.6M$9.0M-$11.5M2026-10-29
Spring Capital Management, LLC
INCREASED86,91084,870+2,040+2%$9.6M$9.0M-$580.7K2026-10-09
Tema Etfs LLC
INCREASED86,71577,771+8,944+12%$8.8M$9.0M+$203.1K2026-10-16
Lanark Financial, Inc.
DECREASED86,57288,286-1,714-2%$10.0M$9.0M-$1.0M2026-10-26
Strategy Asset Managers LLC
INCREASED86,40185,791+610+1%$9.7M$9.0M-$737.8K2026-10-14
River Wealth Advisors LLC
INCREASED85,95866,044+19,914+30%$7.5M$8.9M+$1.5M2026-11-09
Capital Investment Counsel, LLC
INCREASED85,86085,700+160+0%$9.7M$8.9M-$783.8K2026-10-14
NovaPoint Capital, LLC
DECREASED85,47286,334-862-1%$9.8M$8.9M-$896.0K2026-10-22
Addenda Capital Inc.
UNCHANGED85,10085,10000%$9.6M$8.8M-$789.3K2026-10-13
Occidental Asset Management, LLC
INCREASED84,87979,473+5,406+7%$9.0M$8.8M-$180.5K2026-11-05
Frank, Rimerman Advisors LLC
DECREASED84,81489,511-4,697-5%$10.1M$8.8M-$1.3M2026-10-16
Levin Capital Strategies, L.P.
DECREASED84,565146,942-62,377-42%$16.6M$8.8M-$7.9M2026-11-02
Fisher Funds Management LTD
INCREASED83,68244,882+38,800+86%$5.1M$8.7M+$3.6M2026-10-13
NLB Skladi, upravljanje premozenja, d.o.o.
DECREASED83,35583,367-120%$9.4M$8.7M-$779.9K2026-10-22
Coastline Trust Co
DECREASED83,29885,601-2,303-3%$9.7M$8.7M-$1.0M2026-10-01
Fiduciary Alliance LLC
DECREASED82,646101,307-18,661-18%$11.5M$8.6M-$2.9M2026-10-13
Kesler, Norman & Wride, LLC
DECREASED82,18083,399-1,219-1%$9.4M$8.5M-$905.7K2026-11-06
Nations Financial Group Inc,
INCREASED81,97371,916+10,057+14%$8.1M$8.5M+$373.4K2026-11-05
Goelzer Investment Management, Inc.
DECREASED81,45283,861-2,409-3%$9.5M$8.5M-$1.0M2026-10-16
Schnieders Capital Management, Llc.
DECREASED81,42587,071-5,646-6%$9.9M$8.5M-$1.4M2026-11-09
Evergreen Capital Management LLC
DECREASED81,39582,734-1,339-2%$9.4M$8.5M-$911.9K2026-10-23
Koshinski Asset Management, Inc.
DECREASED81,23482,075-841-1%$9.3M$8.4M-$854.0K2026-10-29
Summit Financial Strategies, Inc.
DECREASED80,89281,857-965-1%$9.3M$8.4M-$864.8K2026-10-14
Equitable Trust Co
DECREASED80,56781,137-570-1%$9.2M$8.4M-$817.1K2026-10-13
EverSource Wealth Advisors, LLC
DECREASED80,36681,600-1,234-2%$9.2M$8.4M-$890.5K2026-11-04
International Assets Investment Management, LLC
INCREASED80,20577,252+2,953+4%$8.4M$8.4M-$45.4K2026-11-02
Jamison Private Wealth Management, Inc.
INCREASED80,16878,581+1,587+2%$8.9M$8.3M-$569.0K2026-10-14
Investment House LLC
DECREASED79,532117,477-37,945-32%$13.3M$8.3M-$5.0M2026-10-21
Aaron Wealth Advisors LLC
DECREASED79,52493,516-13,992-15%$10.6M$8.3M-$2.3M2026-10-13
Icici Prudential Asset Management Co Ltd
DECREASED79,36680,672-1,306-2%$9.1M$8.2M-$889.2K2026-11-06
Penobscot Investment Management Company, Inc.
DECREASED79,23883,280-4,042-5%$9.4M$8.2M-$1.2M2026-10-26
GKV Capital Management Co., Inc.
INCREASED79,09178,385+706+1%$8.9M$8.2M-$658.7K2026-11-06
Thompson Siegel & Walmsley LLC
DECREASED78,84679,338-492-1%$9.0M$8.2K-$9.0M2026-11-05
Plimoth Trust Co LLC
INCREASED78,64772,886+5,761+8%$8.3M$8.2M-$82.1K2026-10-26
Cordatus Wealth Management LLC
DECREASED78,36379,434-1,071-1%$9.0M$8.1M-$853.2K2026-10-19
Busey Bank
DECREASED78,25979,560-1,301-2%$9.0M$8.1M-$878.3K2026-10-26
West Branch Capital LLC
INCREASED77,68176,825+856+1%$8.7M$8.1M-$628.6K2026-10-20
Gibraltar Capital Management, Inc.
INCREASED77,58475,793+1,791+2%$8.6M$8.1M-$521.8K2026-10-27
Constitution Capital LLC
DECREASED77,55680,081-2,525-3%$9.1M$8.1M-$1.0M2026-10-23
GAM Holding AG
DECREASED77,49582,035-4,540-6%$9.3M$8.1M-$1.2M2026-11-03
Somerset Trust Co
DECREASED77,45978,031-572-1%$8.8M$8.0M-$788.3K2026-10-13
Kanawha Capital Management LLC
INCREASED77,33572,865+4,470+6%$8.3M$8.0M-$216.0K2026-10-19
SevenBridge Financial Group, LLC
DECREASED77,01478,144-1,130-1%$8.7M$9.1M+$335.8K2026-10-26
Journey Advisory Group, LLC
DECREASED77,00677,182-1760%$8.7M$8.0M-$738.9K2026-11-04
Financial & Tax Architects, LLC
INCREASED76,78470,512+6,272+9%$8.0M$8.0M-$6.8K2026-10-15
William B. Walkup & Associates, Inc.
INCREASED76,55273,662+2,890+4%$8.3M$8.0M-$387.7K2026-11-05
Asset Dedication, LLC
INCREASED76,39075,312+1,078+1%$8.5M$7.9M-$591.4K2026-11-03
Rockline Wealth Management, LLC
DECREASED75,67777,723-2,046-3%$8.8M$7.9M-$938.5K2026-10-26
Citizens National Bank Trust Department
INCREASED75,12874,089+1,039+1%$8.4M$7.8M-$584.0K2026-11-04
Larson Financial Group LLC
INCREASED74,95365,202+9,751+15%$7.4M$7.8M+$404.3K2026-11-05
DSG Capital Advisors, LLC
DECREASED74,84076,013-1,173-2%$8.6M$7.8M-$865.3K2026-11-05
Capital City Trust Co
DECREASED74,23374,600-3670%$8.4M$7.7M-$734.9K2026-10-22
Stablepoint Partners, LLC
INCREASED73,36463,964+9,400+15%$7.2M$7.6M+$379.4K2026-11-03
Arete Wealth Advisors, LLC
INCREASED73,29368,895+4,398+6%$7.8M$7.6M-$174.2K2026-11-09
Emerald Investment Advisers, LLC
INCREASED73,23671,766+1,470+2%$8.1M$7.6M-$517.5K2026-11-09
Deltec Asset Management LLC
DECREASED73,15274,652-1,500-2%$8.5M$7.6M-$853.1K2026-10-26
Millennium Capital Advisors, LLC
DECREASED73,14973,586-437-1%$8.3M$7.6M-$732.8K2026-10-16
Scissortail Wealth Management, LLC
INCREASED72,68470,707+1,977+3%$8.0M$7.6M-$455.0K2026-11-03
Radnor Capital Management, LLC
INCREASED72,50172,051+450+1%$8.2M$7.5M-$626.2K2026-10-23
Strategic Blueprint, LLC
INCREASED72,37071,482+888+1%$8.1M$7.5M-$575.3K2026-10-22
Geneos Wealth Management Inc.
INCREASED72,11666,842+5,274+8%$7.6M$7.5M-$76.3K2026-11-09
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED71,98471,995-110%$8.2M$7.5M-$673.6K2026-10-23
Contravisory Investment Management, Inc.
DECREASED71,98372,683-700-1%$8.2M$7.5M-$751.6K2026-10-13
Pine Valley Investments Ltd Liability Co
DECREASED71,65071,899-2490%$8.1M$7.4M-$697.4K2026-11-09
Vaquero Private Wealth, LTD
UNCHANGED71,61871,61800%$8.1M$7.4M-$668.9K2026-10-27
Decker Wealth Management LLC
INCREASED71,18062,537+8,643+14%$7.1M$7.4M+$314.0K2026-10-09
Stonebridge Financial Group, LLC
INCREASED70,79569,189+1,606+2%$7.8M$7.4M-$479.3K2026-10-01
HBK Sorce Advisory LLC
DECREASED70,56271,476-914-1%$8.0M$9.0M+$982.6K2026-11-06
Bridgelight Financial Advisors, Inc.
DECREASED70,52570,561-360%$8.0M$7.3M-$662.8K2026-10-20
Belpointe Asset Management LLC
INCREASED70,44265,693+4,749+7%$7.4M$7.3M-$120.1K2026-11-09
Convergence Investment Partners, LLC
DECREASED70,24378,994-8,751-11%$8.9M$7.3M-$1.6M2026-10-28
Jacobs & Co
DECREASED70,17771,516-1,339-2%$8.1K$7.3K-$8082026-10-09
AMG National Trust Bank
INCREASED70,14169,857+284+0%$7.9M$7.3M-$623.0K2026-11-05
Weatherly Asset Management L. P.
DECREASED70,08670,756-670-1%$8.0M$7.3M-$730.4K2026-10-20
Herold Advisors, Inc.
DECREASED69,92970,340-411-1%$8.0M$7.3M-$702.0K2026-10-19
Advisortrust Partners, LLC
DECREASED69,86672,018-2,152-3%$8.2M$7.3M-$896.3K2026-11-02
Robbins Farley
INCREASED69,79061,484+8,306+14%$7.0M$7.3M+$288.9K2026-10-21
MV Capital Management, Inc.
INCREASED69,72759,912+9,815+16%$6.8M$7.2M+$460.4K2026-10-29
Sitrin Capital Management LLC
DECREASED69,65470,557-903-1%$8.0M$7.2M-$752.8K2026-10-19
Parkside Financial Bank & Trust
DECREASED69,30071,500-2,200-3%$8.1M$7.2M-$896.4K2026-10-27
Wealth Enhancement Trust Services, Inc.
INCREASED69,23665,453+3,783+6%$7.4M$7.2M-$218.2K2026-10-07
Bright Rock Capital Management, LLC
UNCHANGED69,00069,00000%$7.8M$7.2M-$644.5K2026-10-05
Hall Capital Management Co Inc
INCREASED68,92265,935+2,987+5%$7.5M$7.2M-$305.4K2026-11-09
Meridian Management Co
DECREASED68,66180,847-12,186-15%$9.2M$7.1M-$2.0M2026-11-06
William Allan Corp
INCREASED68,60667,038+1,568+2%$7.6M$7.1M-$463.2K2026-10-14
Heritage Wealth Management, Inc.
DECREASED68,56870,520-1,952-3%$8.0M$7.1M-$861.5K2026-10-28
Little House Capital LLC
INCREASED68,50262,317+6,185+10%$7.1M$7.1M+$60.7K2026-11-06
Lowe Brockenbrough & Co Inc
INCREASED68,07467,936+138+0%$7.7M$7.1M-$620.2K2026-11-09
Apella Capital, LLC
INCREASED68,06262,027+6,035+10%$6.9M$7.4M+$443.1K2026-10-08
NWF Advisory Services Inc.
DECREASED67,77669,274-1,498-2%$7.8M$7.0M-$802.7K2026-10-19
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED67,77371,137-3,364-5%$8.1M$7.0M-$1.0M2026-10-14
Bensler, LLC
DECREASED67,73268,596-864-1%$7.8M$7.0M-$730.5K2026-11-05
Jefferies Financial Group Inc.
DECREASED67,715189,107-121,392-64%$21.4M$7.0M-$14.4M2026-11-05
Wendell David Associates Inc
DECREASED67,60477,479-9,875-13%$8.8M$7.0K-$8.8M2026-10-27
Legacy Wealth Management, LLC / MS
DECREASED67,55671,878-4,322-6%$8.1M$7.0M-$1.1M2026-10-30
Conning Inc.
INCREASED67,41760,494+6,923+11%$6.9M$7.0M+$154.4K2026-10-27
Novem Group
INCREASED67,03664,091+2,945+5%$7.3M$7.0M-$292.6K2026-10-19
Naples Global Advisors, LLC
INCREASED66,94666,287+659+1%$7.5M$7.0M-$550.6K2026-11-05
Y.D. More Investments Ltd
DECREASED66,80466,977-1730%$7.6M$7.0M-$630.5K2026-11-02
Money Concepts Capital Corp
INCREASED66,77762,957+3,820+6%$7.1M$6.9M-$191.0K2026-11-06
Sentry LLC
DECREASED66,35767,221-864-1%$7.6M$6.9M-$717.6K2026-10-30
HighPoint Advisor Group LLC
INCREASED66,33362,928+3,405+5%$7.1M$6.9M-$233.9K2026-11-09
Old National Bancorp
DECREASED66,16767,904-1,737-3%$7.7M$6.9M-$814.7K2026-10-20
Columbus Macro, LLC
INCREASED66,05965,342+717+1%$7.4M$6.9M-$535.8K2026-10-14
Hamilton Point Investment Advisors, LLC
INCREASED65,93065,116+814+1%$7.4M$6.9M-$523.6K2026-11-03
Financiere des Professionnels - Fonds d'investissement inc.
DECREASED65,83866,758-920-1%$7.6M$6.8M-$719.1K2026-11-03
Roman Butler Fullerton & Co
DECREASED65,67865,868-1900%$7.6M$7.8M+$235.8K2026-10-27
Hourglass Capital, LLC
DECREASED65,66568,225-2,560-4%$7.7M$6.8M-$903.3K2026-10-26
Slow Capital, Inc.
DECREASED65,65566,126-471-1%$7.5M$6.8M-$666.6K2026-10-23
Cherry Creek Investment Advisors, Inc.
DECREASED65,54666,698-1,152-2%$7.6M$6.8M-$742.6K2026-10-14
High Note Wealth, LLC
INCREASED65,49565,442+53+0%$7.4M$6.8M-$605.7K2026-10-27
Accurate Wealth Management, LLC
INCREASED65,09958,915+6,184+11%$6.7M$7.3M+$602.8K2026-10-20
Horrell Capital Management, Inc.
DECREASED64,79467,392-2,598-4%$7.6M$6.7M-$899.4K2026-10-08
Global Wealth Management Investment Advisory, Inc.
INCREASED64,78539,284+25,501+65%$4.4M$6.7M+$2.3M2026-11-04
Valmark Advisers, Inc.
INCREASED64,70364,557+146+0%$7.3M$6.7M-$587.8K2026-11-06
Bowen Hanes & Co Inc
DECREASED64,700238,225-173,525-73%$29.6M$6.7M-$22.9M2026-11-09
Knights of Columbus Asset Advisors LLC
DECREASED64,44265,308-866-1%$7.4M$6.7M-$700.0K2026-11-05
Capital Investment Advisory Services, LLC
INCREASED64,43462,738+1,696+3%$7.1M$6.7M-$392.0K2026-10-30
SVB Wealth LLC
DECREASED64,34370,012-5,669-8%$7.9M$6.7M-$1.2M2026-11-06
CWA Asset Management Group, LLC
DECREASED64,13266,184-2,052-3%$7.5M$6.7M-$831.4K2026-10-19
Peterson Wealth Management
DECREASED64,08164,590-509-1%$7.3M$6.7M-$656.2K2026-11-06
180 Wealth Advisors, LLC
INCREASED64,03862,654+1,384+2%$7.1M$6.7M-$441.4K2026-11-03
Acadian Asset Management LLC
DECREASED63,803181,011-117,208-65%$20.5M$6.6K-$20.5M2026-11-09
Gryphon Financial Partners LLC
DECREASED63,73765,640-1,903-3%$7.4M$6.6M-$810.8K2026-11-04
Jcic Asset Management Inc.
DECREASED63,65565,579-1,924-3%$8.2M$6.6M-$1.5M2026-10-30
Hudson Capital Management LLC
INCREASED63,61462,271+1,343+2%$7.1M$6.6M-$442.0K2026-10-20
Washington Trust Advisors, Inc.
DECREASED63,46263,712-2500%$7.2M$6.6M-$621.1K2026-10-22
Greystone Financial Group, LLC
INCREASED63,30562,610+695+1%$7.1M$6.6M-$512.5K2026-10-26
Arvest Investments, Inc.
INCREASED62,75956,486+6,273+11%$6.4M$6.5M+$124.3K2026-10-21
Kathmere Capital Management, LLC
DECREASED62,66464,774-2,110-3%$7.3M$6.5M-$824.3K2026-10-20
R.H. Investment Group, LLC
DECREASED62,15762,545-388-1%$7.1M$6.5M-$624.5K2026-11-09
Parr Mcknight Wealth Management Group, LLC
INCREASED61,98135,408+26,573+75%$4.0M$6.4M+$2.4M2026-10-30
Proactive Wealth Strategies LLC
INCREASED61,75460,206+1,548+3%$6.8M$6.4M-$401.1K2026-11-09
RMR Wealth Builders
INCREASED61,33053,016+8,314+16%$6.0M$6.4M+$368.8K2026-10-22
Beacon Bank & Trust
DECREASED60,84763,343-2,496-4%$7.2M$6.3M-$851.0K2026-10-27
Diversified Investment Strategies, LLC
DECREASED60,78562,210-1,425-2%$7.0M$6.3M-$729.1K2026-10-28
Masterinvest Kapitalanlage GmbH
DECREASED60,20661,208-1,002-2%$6.9M$6.3M-$675.8K2026-11-03
Aljian Capital Management, LLC
DECREASED60,07660,818-742-1%$6.9M$6.2M-$645.1K2026-10-28
Mechanics Bank Trust Department
DECREASED59,99362,055-2,062-3%$7.0M$6.2M-$793.9K2026-10-13
PUREfi Wealth, LLC
DECREASED59,92660,696-770-1%$6.9M$6.2M-$646.9K2026-10-19
Chicago Partners Investment Group LLC
INCREASED59,90059,014+886+2%$6.4M$7.2M+$784.4K2026-10-27
Foyston, Gordon & Payne Inc
UNCHANGED59,85059,85000%$6.8M$6.2M-$559.0K2026-11-02
M Holdings Securities, Inc.
NEW59,582—+59,582——$7.1K—2026-11-03
Morningstar Investment Management LLC
DECREASED59,55659,711-1550%$7.4M$6.2M-$1.2M2026-11-09
O'Brien Greene & Co. Inc
DECREASED59,217101,511-42,294-42%$11.5M$6.2M-$5.3M2026-11-05
Councilmark Asset Management, LLC
DECREASED59,13259,222-900%$6.7M$6.1M-$562.5K2026-10-20
Parkside Investments, LLC
INCREASED59,00751,702+7,305+14%$5.9M$6.1M+$276.2K2026-10-20
Signet Investment Advisory Group, Inc.
DECREASED58,57458,863-2890%$6.7M$6.1M-$579.8K2026-10-30
Courier Capital LLC
DECREASED58,54959,566-1,017-2%$6.7M$6.1M-$662.0K2026-10-19
Wealth Alliance Advisory Group, LLC
INCREASED58,49851,451+7,047+14%$5.8M$6.1M+$251.7K2026-10-14
Harbor Investment Advisory, LLC
INCREASED58,40255,836+2,566+5%$6.3M$6.1M-$254.9K2026-10-13
Appleton Partners Inc
DECREASED58,36858,907-539-1%$6.7M$6.1K-$6.7M2026-10-30
Mogy Joel R Investment Counsel Inc
DECREASED58,34259,840-1,498-2%$6.8M$6.1M-$714.6K2026-10-13
Wilmington Savings Fund Society, FSB
DECREASED58,27361,226-2,953-5%$6.9M$6.1M-$878.7K2026-10-23
CMH Wealth Management LLC
INCREASED58,18353,302+4,881+9%$6.0M$6.0M+$9.4K2026-10-22
Turtle Creek Wealth Advisors, LLC
INCREASED57,66652,225+5,441+10%$5.9M$6.0M+$76.3K2026-10-15
Telos Capital Management, Inc.
INCREASED57,64953,601+4,048+8%$6.1M$6.0M-$80.0K2026-11-02
Asset One Wealth Management LLC
INCREASED57,37740,968+16,409+40%$4.6M$6.0M+$1.4M2026-11-02
Phoenix Financial Ltd.
INCREASED57,37657,366+10+0%$6.5M$5.9M-$588.1K2026-11-09
Bell & Brown Wealth Advisors, LLC
INCREASED57,28156,954+327+1%$6.5M$6.0M-$498.0K2026-10-16
Family Legacy, Inc.
DECREASED57,23857,283-450%$6.5M$5.9M-$539.7K2026-10-13
Investment Management Trust, LLC
DECREASED56,87257,827-955-2%$6.5M$5.9M-$639.4K2026-11-05
Seizert Capital Partners, LLC
INCREASED56,75555,679+1,076+2%$6.3M$5.9M-$408.2K2026-10-30
CFM Wealth Partners LLC
INCREASED56,64856,586+62+0%$6.4M$5.9M-$522.1K2026-11-05
Vertrix Wealth Management, LLC
INCREASED56,38153,184+3,197+6%$6.0M$5.9M-$164.5K2026-10-13
DLK Investment Management, LLC
DECREASED56,37099,962-43,592-44%$6.8M$5.9M-$910.5K2026-10-09
Integrated Advisors Network LLC
INCREASED56,31354,776+1,537+3%$6.2M$5.9M-$351.9K2026-10-20
Riggs Asset Managment Co. Inc.
INCREASED56,28956,198+91+0%$6.4M$5.8M-$515.4K2026-11-05
ROI Financial Advisors, LLC
INCREASED56,20256,174+28+0%$6.4M$5.8M-$521.8K2026-10-19
Blue Trust, Inc.
DECREASED56,19760,695-4,498-7%$6.9M$5.8M-$1.0M2026-10-15
Secure Asset Management, LLC
INCREASED56,17844,034+12,144+28%$5.0M$5.8M+$850.7K2026-10-19
SteelPeak Wealth, LLC
DECREASED56,16456,448-2840%$6.4M$5.8M-$556.7K2026-10-16
Flagship Harbor Advisors, LLC
DECREASED55,68056,487-807-1%$6.4M$5.8M-$611.4K2026-10-26
Palisade Asset Management, LLC
DECREASED55,43956,724-1,285-2%$6.4M$5.8M-$663.3K2026-11-03
Kingsman Wealth Management, Inc.
DECREASED55,40266,198-10,796-16%$7.5M$5.8M-$1.7M2026-10-13
LaFleur & Godfrey LLC
DECREASED55,35455,907-553-1%$6.3M$5.8M-$579.6K2026-10-27
William Blair Investment Management, LLC
DECREASED55,20857,264-2,056-4%$6.5M$5.7M-$748.4K2026-11-06
Robertson Stephens Wealth Management, LLC
DECREASED55,18358,367-3,184-5%$6.6M$5.7M-$876.1K2026-10-16
Canal Insurance Co
UNCHANGED55,00055,00000%$6.2M$5.7K-$6.2M2026-10-20
Blue Fin Capital, Inc.
DECREASED54,93454,976-420%$6.2M$5.7M-$517.8K2026-10-28
Moody National Bank Trust Division
INCREASED54,87646,278+8,598+19%$5.2M$5.7M+$461.3K2026-10-06
First Interstate Bank
DECREASED54,81354,897-840%$6.2M$5.7M-$521.5K2026-10-23
Woodmont Investment Counsel LLC
INCREASED54,75054,514+236+0%$6.2M$5.7M-$484.6K2026-10-29
Trifecta Capital Advisors, LLC
DECREASED54,73654,772-360%$6.2M$5.7M-$515.3K2026-10-21
Trust Point Inc.
INCREASED54,25053,229+1,021+2%$6.0M$5.6M-$391.1K2026-10-27
Pekin Hardy Strauss, Inc.
DECREASED54,01955,465-1,446-3%$6.3M$5.6M-$668.4K2026-11-02
Huntleigh Advisors, Inc.
INCREASED53,47953,302+177+0%$6.0M$5.6M-$479.4K2026-11-03
Symphony Financial, Ltd. Co.
DECREASED53,41054,586-1,176-2%$6.2M$5.7M-$578.5K2026-10-22
Aspen Wealth Management LLC
INCREASED53,12552,101+1,024+2%$5.9M$5.5M-$380.2K2026-10-14
Avidian Wealth Enterprises, LLC
INCREASED53,07952,003+1,076+2%$5.9M$5.5M-$373.9K2026-10-08
Nilsine Partners, LLC
DECREASED52,98553,277-292-1%$6.0M$5.5M-$527.9K2026-11-02
Citizens Business Bank
INCREASED52,85552,479+376+1%$5.9M$5.5M-$451.1K2026-11-09
Greenwood Capital Associates LLC
DECREASED52,78753,612-825-2%$6.1M$5.5M-$586.5K2026-10-27
Fairvoy Private Wealth, LLC
DECREASED52,74353,921-1,178-2%$6.1M$5.5M-$626.1K2026-10-19
Compass Wealth Management LLC
DECREASED52,72153,931-1,210-2%$6.1M$5.5M-$629.5K2026-10-22
Linden Thomas Advisory Services, LLC
INCREASED52,69351,038+1,655+3%$5.8M$5.5M-$304.7K2026-10-19
CX Institutional
INCREASED52,51251,046+1,466+3%$5.8K$5.5K-$3252026-10-02
Independence Bank of Kentucky
DECREASED52,08052,400-320-1%$5.9M$5.4M-$522.7K2026-10-26
CGN Advisors LLC
INCREASED52,01851,400+618+1%$5.8M$5.4M-$415.8K2026-10-21
Hixon Zuercher, LLC
INCREASED51,98651,921+65+0%$5.9M$5.4M-$478.2K2026-10-13
North Star Investment Management Corp.
INCREASED51,95151,946+5+0%$5.9M$5.4M-$484.6K2026-10-27
Monument Capital Management
INCREASED51,83351,594+239+0%$5.8M$5.4M-$457.1K2026-10-09
Cornerstone Planning, LLC
INCREASED51,73551,407+328+1%$5.8M$5.7M-$106.8K2026-10-27
Bfsg, LLC
INCREASED51,24150,665+576+1%$5.7M$5.3M-$413.4K2026-10-30
Weaver Capital Management LLC
DECREASED51,22154,116-2,895-5%$6.7M$5.3M-$1.4M2026-10-15
Cohen Klingenstein LLC
UNCHANGED51,00051,00000%$5.8M$5.3M-$476.3K2026-10-15
Successful Portfolios LLC
UNCHANGED50,99050,99000%$5.8M$5.4M-$432.2K2026-10-09
Quadcap Wealth Management, LLC
DECREASED50,96152,408-1,447-3%$5.9M$5.3M-$639.8K2026-11-02
Alphinity Investment Management Pty Ltd
DECREASED50,87481,684-30,810-38%$9.3M$5.3M-$4.0M2026-11-02
Univest Financial Corp
INCREASED50,84945,725+5,124+11%$5.2M$5.3M+$105.4K2026-11-05
Meridian Investment Counsel Inc.
DECREASED50,74052,792-2,052-4%$6.0M$5.3M-$706.3K2026-10-14
Waldron Private Wealth LLC
DECREASED50,40951,134-725-1%$5.8M$5.2M-$553.0K2026-11-02
Apollon Financial, LLC
DECREASED50,31050,707-397-1%$5.7M$5.2M-$514.9K2026-10-23
CFS Investment Advisory Services, LLC
DECREASED50,26150,589-328-1%$5.7M$5.4M-$269.9K2026-10-19
Aries Wealth Management
DECREASED50,24254,344-4,102-8%$6.2M$5.2M-$933.9K2026-10-23
Financial Advisory Partners, LLC
DECREASED50,20450,642-438-1%$5.7M$5.2M-$518.5K2026-10-23
Fulton Bank, N.A.
DECREASED50,20053,551-3,351-6%$6.1M$5.2M-$848.4K2026-10-14
Turn8 Private Wealth Inc.
INCREASED50,16241,920+8,242+20%$4.7M$5.2M+$509.3K2026-11-05
Florida Financial Advisors, LLC
INCREASED50,04745,107+4,940+11%$5.1M$5.2M+$91.7K2026-11-09
CoreCap Advisors, LLC
DECREASED50,02767,574-17,547-26%$7.7M$5.2M-$2.5M2026-10-08
Delta Financial Advisors LLC
DECREASED49,97751,012-1,035-2%$5.8M$5.2M-$584.0K2026-10-27
Morguard Lincluden Global Investments Ltd
INCREASED49,94443,169+6,775+16%$4.9M$5.2K-$4.9M2026-10-28
Murphy, Middleton, Hinkle & Parker, Inc.
DECREASED49,92450,951-1,027-2%$5.8M$5.2M-$582.6K2026-10-15
Private Trust Co NA
INCREASED49,92148,074+1,847+4%$5.4M$5.2M-$257.1K2026-10-20
Arkfeld Wealth Strategies, L.L.C.
INCREASED49,81039,659+10,151+26%$4.4M$5.4M+$999.2K2026-10-19
Axxion S.A.
UNCHANGED49,80349,80300%$5.6M$5.2M-$465.2K2026-10-22
111 Capital
DECREASED49,73350,873-1,140-2%$5.8M$5.2M-$593.6K2026-11-03
Finivi Inc.
INCREASED49,71348,945+768+2%$5.5M$5.2M-$377.4K2026-10-13
Welch Group, LLC
DECREASED49,50350,675-1,172-2%$5.7M$5.1M-$595.1K2026-10-29
ASK Capital Investment Managers, LLC
NEW49,395—+49,395——$5.1M—2026-10-14
Plancorp, LLC
INCREASED49,37445,491+3,883+9%$5.2M$6.1M+$876.6K2026-11-03
Mitchell Capital Management Co
INCREASED49,26447,782+1,482+3%$5.4M$5.1M-$292.3K2026-10-29
Argonautica Private Wealth Management, Inc
DECREASED49,11949,874-755-2%$5.6M$5.1M-$544.3K2026-11-02
Mustard Seed Financial, LLC
INCREASED49,11648,792+324+1%$5.5M$5.1M-$422.1K2026-10-30
Finer Wealth Management, Inc.
INCREASED49,03448,688+346+1%$5.5M$5.1M-$418.8K2026-10-16
Duncker Streett & Co Inc
DECREASED48,94549,115-1700%$5.6M$5.1M-$476.4K2026-10-27
Comprehensive Financial Consultants Institutional, Inc.
DECREASED48,90550,717-1,812-4%$5.7M$5.1M-$662.0K2026-10-15
Verdence Capital Advisors LLC
INCREASED48,80338,444+10,359+27%$4.4M$5.1M+$717.4K2026-10-26
Ledyard National Bank
DECREASED48,71248,873-1610%$5.5M$5.1M-$473.2K2026-10-21
Fairfield Financial Advisors, LTD
INCREASED48,70748,284+423+1%$5.5M$5.1M-$407.1K2026-10-14
GC Wealth Management RIA, LLC
DECREASED48,69350,166-1,473-3%$5.7M$5.1M-$621.6K2026-11-02
Westover Capital Advisors, LLC
DECREASED48,59250,238-1,646-3%$5.7M$5.0M-$640.3K2026-10-26
Victrix Investment Advisors
INCREASED48,30146,820+1,481+3%$5.3M$5.0M-$283.5K2026-10-13
Shepherd Financial Partners LLC
DECREASED48,20749,701-1,494-3%$5.6M$5.0M-$619.4K2026-11-03
Chicago Trust Co NA
INCREASED48,08142,418+5,663+13%$4.8M$5.0M+$192.3K2026-10-28
Northcape Wealth Management, LLC
DECREASED48,07351,351-3,278-6%$5.8M$5.0M-$820.3K2026-11-04
Brendel Financial Advisors LLC
INCREASED47,99846,645+1,353+3%$5.3M$5.0M-$295.1K2026-11-09
Silvant Capital Management LLC
DECREASED47,97560,700-12,725-21%$6.9M$5.0M-$1.9M2026-11-09
Summit Asset Management, LLC
DECREASED47,83248,213-381-1%$5.5M$5.0M-$490.0K2026-11-05
Archford Capital Strategies, LLC
DECREASED47,76653,544-5,778-11%$6.1M$5.0M-$1.1M2026-10-19
TD Private Client Wealth LLC
INCREASED47,63647,153+483+1%$5.3M$5.0M-$390.2K2026-10-28
Kentucky Farm Bureau Mutual Insurance Co
UNCHANGED47,21347,21300%$5.3M$4.9M-$441.0K2026-11-06
Argentarii, LLC
DECREASED47,11547,225-1100%$5.3M$4.9M-$452.5K2026-10-28
Parsons Capital Management Inc
INCREASED47,08245,408+1,674+4%$5.1M$4.9M-$250.2K2026-10-28
Sterling Capital Management LLC
DECREASED46,85389,754-42,901-48%$10.2M$4.9M-$5.3M2026-10-22
Nfsg Corp
DECREASED46,84448,065-1,221-3%$5.4M$4.9M-$575.9K2026-10-15
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED46,76543,110+3,655+8%$4.9M$4.9K-$4.9M2026-10-14
Directional Asset Management
INCREASED46,72746,624+103+0%$5.3M$4.9M-$424.7K2026-10-22
Flavin Financial Services, Inc.
INCREASED46,70345,780+923+2%$5.2M$4.9M-$331.7K2026-10-21
Sterling Investment Advisors, Ltd.
DECREASED46,51646,760-244-1%$5.3M$4.8M-$462.1K2026-10-27
Rahlfs Capital, LLC
DECREASED46,49047,015-525-1%$5.3M$4.8M-$493.7K2026-10-23
Capital Asset Advisory Services LLC
DECREASED46,47572,973-26,498-36%$8.3M$5.6M-$2.6M2026-10-30
Wealth Group, Ltd.
DECREASED46,311157,447-111,136-71%$17.8M$4.8K-$17.8M2026-10-30
Fire Capital Management LLC
INCREASED46,00820,353+25,655+126%$2.3M$4.8M+$2.5M2026-10-27
Legacy CG, LLC
DECREASED45,98452,380-6,396-12%$5.9M$4.8M-$1.2M2026-10-30
BG Investment Services, LLC
NEW45,905—+45,905——$4.8M—2026-10-23
Kampmann Melissa S.
INCREASED45,86445,836+28+0%$5.2M$4.8M-$425.2K2026-10-28
First Heartland Consultants, Inc.
DECREASED45,71946,825-1,106-2%$5.3M$4.8M-$552.4K2026-10-08
PW Nova Financial Services LLC
DECREASED45,50350,393-4,890-10%$5.7M$4.7M-$978.9K2026-10-15
Allen Mooney & Barnes Investment Advisors LLC
INCREASED45,42145,107+314+1%$5.1M$4.7M-$388.7K2026-10-08
Avestar Capital, LLC
DECREASED45,40351,282-5,879-11%$5.8M$4.7M-$1.1M2026-10-28
Oarsman Capital, Inc.
INCREASED45,38644,246+1,140+3%$5.0M$4.7M-$294.8K2026-11-05
Kercheville Advisors, LLC
DECREASED45,36462,399-17,035-27%$7.1M$4.7M-$2.4M2026-10-19
Stenger Family Office, LLC
INCREASED45,14537,151+7,994+22%$4.2M$5.1M+$861.1K2026-10-22
Fischer Financial Services, Inc.
INCREASED44,78043,769+1,011+2%$5.0M$4.7M-$303.8K2026-10-30
Lester Murray Antman dba SimplyRich
DECREASED44,57145,683-1,112-2%$5.2M$4.6M-$542.2K2026-11-06
Farmers & Merchants Trust Co of Long Beach
INCREASED44,44644,006+440+1%$5.0M$4.6M-$365.3K2026-10-22
Essex Bank
DECREASED44,42944,475-460%$5.0M$4.6M-$420.2K2026-10-16
Peddock Capital Advisors, LLC
INCREASED44,19843,761+437+1%$5.0M$4.6M-$363.3K2026-10-16
Ayrshire Capital Management LLC
INCREASED44,17229,227+14,945+51%$3.3M$4.6M+$1.3M2026-10-20
Northern Financial Advisors Inc
DECREASED44,14444,369-225-1%$5.0M$4.6M-$437.8K2026-10-29
Carderock Capital Management Inc
DECREASED44,08844,837-749-2%$5.1M$4.6M-$496.6K2026-10-22
Bank of New Hampshire
INCREASED43,94643,703+243+1%$4.9M$4.6M-$382.9K2026-10-06
Csenge Advisory Group
INCREASED43,75040,855+2,895+7%$4.6M$4.5M-$80.7K2026-11-04
Northstar Asset Management Co
DECREASED43,53944,589-1,050-2%$4.9M$5.1M+$247.7K2026-10-22
StoneX Group Inc.
INCREASED43,26742,811+456+1%$4.8M$4.5M-$345.1K2026-11-03
TBH Global Asset Management, LLC
DECREASED43,17143,446-275-1%$4.9M$4.5M-$434.4K2026-11-03
IPG Investment Advisors LLC
INCREASED43,07834,919+8,159+23%$4.0M$4.5M+$521.7K2026-10-30
Beacon Financial Group
DECREASED43,05544,823-1,768-4%$5.1M$4.5M-$602.3K2026-10-19
Means Investment Co., Inc.
DECREASED43,02944,125-1,096-2%$5.0M$4.5M-$526.0K2026-11-03
Delta Investment Management, LLC
INCREASED42,98142,663+318+1%$4.8M$4.5M-$365.5K2026-11-09
Culbertson A N & Co Inc
DECREASED42,97243,072-1000%$4.9M$4.5M-$412.7K2026-10-21
Vectors Research Management, LLC
DECREASED42,96146,093-3,132-7%$5.2M$4.5M-$756.0K2026-11-09
White Pine Capital LLC
INCREASED42,86242,794+68+0%$4.8M$4.5M-$392.6K2026-11-09
Banque Pictet & CIE SA
DECREASED42,70654,826-12,120-22%$6.2M$4.4M-$1.8M2026-10-16
Smithfield Trust Co
DECREASED42,69943,881-1,182-3%$5.0M$4.4K-$5.0M2026-11-09
Fluent Financial, LLC
NEW42,526—+42,526——$4.4M—2026-10-13
Benedict Financial Advisors Inc
DECREASED42,46243,556-1,094-3%$4.9M$4.4M-$520.5K2026-10-07
Financial Security Advisor, Inc.
DECREASED42,36544,487-2,122-5%$5.0M$4.4M-$636.0K2026-11-03
Gold Investment Management Ltd.
INCREASED42,16441,060+1,104+3%$4.7M$4.4M-$268.8K2026-10-19
Canandaigua National Bank & Trust Co
DECREASED42,09542,526-431-1%$4.8M$4.4M-$442.0K2026-10-07
Providence Wealth Advisors, LLC
DECREASED41,91041,923-130%$4.7M$4.4M-$320.0K2026-10-29
Diversified Enterprises, LLC
INCREASED41,87238,647+3,225+8%$4.4M$4.4M-$25.8K2026-10-19
Claro Advisors Inc.
DECREASED41,59842,134-536-1%$4.8M$4.3M-$449.2K2026-11-02
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
UNCHANGED41,48141,48100%$4.7M$4.3M-$387.4K2026-11-09
Wealthcare Advisory Partners LLC
INCREASED41,39439,188+2,206+6%$4.4M$4.3M-$136.8K2026-10-21
Eagle Bluffs Wealth Management LLC
INCREASED41,28739,685+1,602+4%$4.5M$4.3M-$204.2K2026-10-20
Aspen Investment Management Inc
DECREASED41,15342,885-1,732-4%$4.9K$4.3K-$5802026-11-05
Hengehold Capital Management LLC
INCREASED41,11739,550+1,567+4%$4.5M$4.3M-$206.6K2026-10-16
Cigna Investments Inc
DECREASED41,03441,567-533-1%$4.7M$4.3K-$4.7M2026-10-19
Carlson Capital, L.P.
DECREASED40,92759,324-18,397-31%$6.7M$4.3M-$2.5M2026-11-09
Aprio Wealth Management, LLC
DECREASED40,89842,480-1,582-4%$4.8M$4.3M-$561.1K2026-10-28
Pines Wealth Management, LLC
INCREASED40,88839,837+1,051+3%$4.5M$4.2M-$262.8K2026-10-21
Shayne & Jacobs, LLC
DECREASED40,86640,951-850%$4.6M$4.2M-$391.3K2026-10-21
Everhart Financial Group, Inc.
DECREASED40,77645,089-4,313-10%$5.1M$4.2M-$869.3K2026-10-08
BIP Wealth, LLC
INCREASED40,77239,505+1,267+3%$4.5M$4.2M-$237.4K2026-10-22
Forum Financial Management, LP
DECREASED40,41641,617-1,201-3%$4.7M$4.2M-$513.5K2026-10-16
Burke & Herbert Bank & Trust Co
DECREASED40,36341,111-748-2%$4.7M$4.2M-$461.7K2026-11-02
Great Lakes Advisors, LLC
DECREASED40,35574,569-34,214-46%$8.4M$4.2M-$4.3M2026-11-06
Spectrum Asset Management, Inc. (NB )
DECREASED40,30340,432-1290%$4.6M$4.2M-$391.1K2026-10-19
Guardian Asset Advisors, LLC
DECREASED40,28240,399-1170%$4.6M$4.2M-$389.6K2026-10-16
Triad Wealth Partners, LLC
INCREASED40,04538,824+1,221+3%$4.3M$4.2M-$136.7K2026-10-26
Cetera Trust Company, N.a
UNCHANGED39,88539,88500%$4.5M$4.1M-$372.5K2026-11-09
Dumont & Blake Investment Advisors LLC
DECREASED39,87340,379-506-1%$4.6M$4.1M-$429.8K2026-10-28
Fragasso Financial Advisors Inc
INCREASED39,83037,327+2,503+7%$4.2M$4.4M+$207.4K2026-10-13
Trust Co of Oklahoma
INCREASED39,80537,046+2,759+7%$4.2M$4.1M-$59.3K2026-10-15
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED39,66039,66000%$4.5M$4.5M$02026-10-15
Chatham Capital Group, Inc.
DECREASED39,59540,026-431-1%$4.5M$4.1M-$418.6K2026-10-16
Grimes & Co Wealth Management, LLC
DECREASED39,56450,675-11,111-22%$5.7M$4.1M-$1.6M2026-10-29
SGL Investment Advisors, Inc.
INCREASED39,52339,012+511+1%$4.4M$5.0M+$565.7K2026-11-09
Mattern Wealth Management LLC
DECREASED39,49439,744-250-1%$4.5M$4.1M-$397.2K2026-11-04
CrossGen Wealth, LLC
INCREASED39,43938,868+571+1%$4.4M$4.1M-$303.7K2026-10-30
Focus Financial Network, Inc.
DECREASED39,42939,754-325-1%$4.5M$4.1M-$405.0K2026-10-14
United Advisor Group, LLC
DECREASED39,42340,998-1,575-4%$4.6M$4.1M-$546.6K2026-11-03
Ascentis Independent Advisors
INCREASED39,243645+38,598+5984%$73.1K$4.1M+$4.0M2026-11-03
Premier Path Wealth Partners, LLC
INCREASED39,10538,701+404+1%$4.4M$4.1M-$319.4K2026-10-16
Joel Isaacson & Co., LLC
INCREASED39,05038,446+604+2%$4.4M$4.1M-$296.3K2026-11-05
Pathway Financial Advisers, LLC
INCREASED38,91936,891+2,028+6%$4.2M$4.0M-$133.8K2026-10-27
Hedeker Wealth, LLC
DECREASED38,53039,308-778-2%$4.5M$4.0M-$447.9K2026-10-23
Legacy Bridge, LLC
DECREASED38,49138,731-240-1%$4.4M$4.0M-$386.7K2026-10-28
SeaBridge Investment Advisors LLC
DECREASED38,43344,586-6,153-14%$5.0M$4.0M-$1.1M2026-11-02
Tilia Fiduciary Partners, Inc.
INCREASED38,33837,345+993+3%$4.2M$4.0M-$245.6K2026-10-09
Silver OAK Securities, Incorporated
DECREASED38,33059,202-20,872-35%$6.7M$4.8M-$1.9M2026-11-09
Indivisible Partners
INCREASED38,25532,221+6,034+19%$3.6M$4.0M+$326.1K2026-10-26
Pacifica Partners Inc.
DECREASED38,19041,660-3,470-8%$4.7M$4.0M-$672.5K2026-10-09
Verity Asset Management, Inc.
INCREASED38,07337,471+602+2%$4.2M$4.0M-$287.5K2026-10-30
Mendel Money Management
INCREASED38,06732,020+6,047+19%$3.6M$4.0M+$329.3K2026-11-02
St. Johns Investment Management Company, LLC
DECREASED38,05438,868-814-2%$4.4M$4.0M-$447.6K2026-10-30
Patriot Financial Group Insurance Agency, LLC
DECREASED37,96155,487-17,526-32%$6.3M$3.9M-$2.4M2026-10-14
New Hampshire Trust
DECREASED37,92738,086-1590%$4.3M$3.9M-$372.2K2026-10-20
AM Investment Strategies LLC
INCREASED37,87934,558+3,321+10%$3.9K$3.9K+$222026-11-05
Anderson Hoagland & Co
DECREASED37,87138,027-1560%$4.3M$4.6M+$280.0K2026-10-23
Alkeme Wealth, LLC
INCREASED37,78337,495+288+1%$4.2M$3.9M-$320.3K2026-10-08
ICW Investment Advisors LLC
DECREASED37,78138,350-569-1%$4.3M$3.9M-$417.3K2026-10-27
Beese Fulmer Investment Management, Inc.
DECREASED37,76638,414-648-2%$4.4M$3.9M-$426.2K2026-10-23
Principle Wealth Partners LLC
INCREASED37,37335,329+2,044+6%$4.0M$3.9M-$117.6K2026-11-02
Cidel Asset Management Inc
INCREASED37,25535,910+1,345+4%$4.1M$3.9M-$193.3K2026-10-29
Juno Financial Group LLC
INCREASED37,25235,958+1,294+4%$4.1M$3.9M-$201.3K2026-10-27
3Chopt Investment Partners, LLC
INCREASED37,19336,283+910+3%$4.1M$3.9M-$244.3K2026-10-30
Peterson Wealth Services
INCREASED37,17435,657+1,517+4%$4.0M$3.9M-$175.3K2026-10-26
Whalen Wealth Management Inc.
INCREASED36,94836,477+471+1%$4.1M$3.8M-$291.8K2026-10-08
Central Bank & Trust Co
DECREASED36,89937,535-636-2%$4.3M$3.8M-$416.7K2026-10-09
TCV Trust & Wealth Management, Inc.
INCREASED36,81936,306+513+1%$4.1M$3.8M-$285.8K2026-10-16
RDA Financial Network
DECREASED36,81637,222-406-1%$4.2M$3.8M-$389.9K2026-10-15
Hoey Investments, Inc
DECREASED36,75638,537-1,781-5%$4.4M$3.8M-$545.0K2026-10-29
Vista Investment Partners LLC
INCREASED36,67520,129+16,546+82%$2.3M$3.8M+$1.5M2026-10-08
Bank of Stockton
INCREASED36,63836,527+111+0%$4.1M$3.8M-$329.6K2026-10-20
WD Rutherford LLC
INCREASED36,41435,067+1,347+4%$4.0M$3.8M-$187.5K2026-10-26
Butensky & Cohen Financial Security, Inc
INCREASED36,39133,228+3,163+10%$3.8M$3.8M+$18.4K2026-10-13
West Michigan Advisors, LLC
INCREASED36,30535,924+381+1%$4.1M$3.8M-$296.0K2026-11-09
Pinnacle Wealth Planning Services, Inc.
INCREASED36,27735,826+451+1%$4.1M$3.8M-$287.7K2026-10-27
Tounjian Advisory Partners, LLC
DECREASED36,20837,785-1,577-4%$4.3M$3.8M-$516.8K2026-11-04
Stokes Capital Advisors, LLC
INCREASED36,20317,383+18,820+108%$2.0M$3.8M+$1.8M2026-10-09
Phoenix Wealth Advisors
INCREASED36,14135,585+556+2%$4.0M$3.8M-$274.5K2026-11-03
Park Edge Advisors, LLC
INCREASED36,09729,312+6,785+23%$3.3M$3.8M+$431.2K2026-10-28
Sterling Investment Counsel, LLC
INCREASED35,98835,483+505+1%$4.0M$3.7M-$278.9K2026-10-19
Traynor Capital Management, Inc.
INCREASED35,90333,414+2,489+7%$3.8M$3.7M-$53.4K2026-10-29
Strong Tower Advisory Services
INCREASED35,88233,848+2,034+6%$3.8M$3.7M-$104.8K2026-10-13
Wynn Capital, LLC
DECREASED35,74235,987-245-1%$4.1M$3.7M-$361.6K2026-10-13
Madden Securities Corp
DECREASED35,73336,067-334-1%$4.1M$3.7M-$371.6K2026-10-27
Summit Place Financial Advisors, LLC
DECREASED35,70938,964-3,255-8%$4.4M$3.7M-$702.2K2026-10-23
R.H. Dinel Investment Counsel, Inc.
DECREASED35,55038,475-2,925-8%$4.4M$3.7M-$663.3K2026-10-14
Trust Co of Toledo NA
INCREASED35,43427,819+7,615+27%$3.2M$3.7M+$531.5K2026-10-16
Catalyst Financial Partners LLC
INCREASED35,42933,329+2,100+6%$3.8M$3.7M-$93.1K2026-11-06
Lineweaver Wealth Advisors, LLC
INCREASED35,34227,527+7,815+28%$3.1M$3.7M+$555.1K2026-10-13
Diligent Investors, LLC
INCREASED35,31234,709+603+2%$3.9M$3.7M-$261.5K2026-10-21
Prudent Man Advisors, LLC
DECREASED35,07136,169-1,098-3%$4.1M$3.6M-$451.9K2026-11-03
Hollow Brook Wealth Management LLC
DECREASED35,06738,416-3,349-9%$4.4M$3.6M-$706.8K2026-10-29
Nicholas Hoffman & Company, Llc.
INCREASED34,84234,763+79+0%$3.9M$3.6M-$316.4K2026-10-30
Silverleafe Capital Partners, LLC
INCREASED34,82333,677+1,146+3%$3.8M$3.6M-$195.4K2026-10-02
PFG Advisors
DECREASED34,78435,176-392-1%$4.0M$3.6M-$369.3K2026-10-16
Simon Quick Advisors, LLC
DECREASED34,73236,468-1,736-5%$4.1M$3.6M-$521.0K2026-10-26
Gables Capital Management Inc.
DECREASED34,67434,974-300-1%$4.0M$3.6M-$357.8K2026-11-04
Summit Wealth Group LLC / Co
INCREASED34,40022,345+12,055+54%$2.5M$3.6M+$1.0M2026-10-29
Virginia Wealth Management Group, Inc.
INCREASED34,28834,082+206+1%$3.9M$3.6M-$296.9K2026-10-14
Xcel Wealth Management, LLC
DECREASED34,07135,184-1,113-3%$4.0M$3.5M-$444.3K2026-10-26
Diesslin Group, Inc.
UNCHANGED34,03334,03300%$3.9M$3.5M-$317.9K2026-10-14
Snider Financial Group
DECREASED33,98534,235-250-1%$3.9M$3.5M-$345.7K2026-10-16
SBI Securities Co., Ltd.
INCREASED33,89932,068+1,831+6%$3.6M$3.5M-$109.2K2026-10-22
Triton Wealth Management, Pllc
INCREASED33,85831,584+2,274+7%$3.6M$4.3M+$681.2K2026-11-04
Uptick Partners, LLC
DECREASED33,75438,034-4,280-11%$4.3M$3.5M-$800.0K2026-11-04
Castle Rock Wealth Management, LLC
DECREASED33,62836,997-3,369-9%$4.0M$3.6M-$421.1K2026-10-09
Garner Asset Management Corp
DECREASED33,53634,499-963-3%$3.9M$4.0M+$124.4K2026-10-30
PDS Planning, Inc
INCREASED33,50232,479+1,023+3%$3.7M$3.5M-$197.0K2026-11-03
Gen-Wealth Partners Inc
INCREASED33,40231,795+1,607+5%$3.6M$3.5M-$130.0K2026-11-04
Folger Nolan Fleming Douglas Capital Management, Inc
INCREASED33,36032,360+1,000+3%$3.7M$3.5M-$198.3K2026-10-13
Advisor OS, LLC
DECREASED33,33235,035-1,703-5%$4.0M$3.5M-$504.1K2026-11-03
Certuity, LLC
INCREASED33,31432,260+1,054+3%$3.7M$3.5M-$191.8K2026-11-02
Avior Wealth Management, LLC
DECREASED33,27434,079-805-2%$3.9M$3.5M-$401.9K2026-10-13
Guardian Investment Management
INCREASED33,26932,200+1,069+3%$3.6M$3.5M-$189.4K2026-10-23
Advantage Trust Co
UNCHANGED33,13733,13700%$3.8M$3.4M-$309.5K2026-10-19
Global Trust Asset Management, LLC
DECREASED33,09734,102-1,005-3%$3.9M$3.4M-$422.9K2026-10-19
MCF Advisors LLC
DECREASED32,89634,606-1,710-5%$3.9M$3.4M-$500.9K2026-10-28
Nikulski Financial, Inc.
DECREASED32,87833,530-652-2%$3.8M$3.4M-$380.9K2026-11-06
Bria Capital Group, LLC
INCREASED32,86423,307+9,557+41%$2.6M$3.4M+$775.5K2026-10-22
Intesa Sanpaolo Wealth Management
DECREASED32,76836,097-3,329-9%$4.1M$3.4M-$683.1K2026-10-28
Greatmark Investment Partners, Inc.
DECREASED32,65732,676-190%$3.7M$3.4M-$307.1K2026-10-28
Old Mission Investment Co LLC
DECREASED32,61433,020-406-1%$3.7M$3.4M-$350.6K2026-10-22
HCR Wealth Advisors
DECREASED32,61135,069-2,458-7%$4.0M$3.4M-$583.0K2026-10-15
VCI Wealth Management LLC
INCREASED32,45831,802+656+2%$3.6M$3.4M-$228.8K2026-10-29
Strengthening Families & Communities, LLC
INCREASED32,44032,439+10%$3.7M$3.4M-$302.9K2026-10-21
Legacy Financial Strategies, LLC
DECREASED32,41532,751-336-1%$3.7M$3.4M-$340.9K2026-10-15
NTV Asset Management LLC
INCREASED32,38332,217+166+1%$3.6M$3.4M-$283.5K2026-10-23
Facet Wealth, Inc.
INCREASED32,37130,420+1,951+6%$3.4M$3.4M-$81.4K2026-11-04
AdvisorNet Financial, Inc
DECREASED32,32733,706-1,379-4%$3.8M$3.8M-$62.4K2026-10-15
Aviance Capital Partners, LLC
DECREASED32,30332,908-605-2%$3.7M$3.4M-$370.2K2026-10-29
Insight Inv LLC
DECREASED32,14532,245-1000%$3.7M$3.3M-$311.6K2026-10-27
BankPlus Trust Department
DECREASED32,02032,362-342-1%$3.7M$3.3M-$337.8K2026-11-06
Massachusetts Wealth Management
INCREASED32,00330,853+1,150+4%$3.5M$3.3M-$168.7K2026-10-21
Strong Retirement Solutions LLC
INCREASED31,89129,223+2,668+9%$3.3M$3.3M+$4.3K2026-10-07
Floyd Financial Group LLC
INCREASED31,82216,187+15,635+97%$1.8M$3.6M+$1.7M2026-10-28
Alta Advisers Ltd
INCREASED31,55717,213+14,344+83%$1.9M$3.3M+$1.3M2026-11-02
Cornerstone Wealth Group, LLC
DECREASED31,38632,916-1,530-5%$3.7M$3.3M-$466.5K2026-11-02
Freedom Day Solutions, LLC
INCREASED31,38531,074+311+1%$3.5M$3.3M-$257.9K2026-10-20
D.B. Root & Company, LLC
INCREASED31,36430,420+944+3%$3.4M$3.3M-$186.0K2026-11-04
PFC Capital Group, Inc.
DECREASED31,30831,858-550-2%$3.6M$3.3M-$354.4K2026-11-06
Symmetry Partners, LLC
INCREASED31,28830,706+582+2%$3.5M$3.3M-$226.3K2026-10-27
LCM Capital Management Inc
DECREASED31,16631,442-276-1%$3.6M$3.2M-$322.4K2026-10-20
71 West Capital Partners
INCREASED31,15030,352+798+3%$3.4M$3.2M-$200.6K2026-11-04
JFS Wealth Advisors, LLC
INCREASED31,04330,535+508+2%$3.5M$3.2M-$232.5K2026-11-03
Quadrant Private Wealth Management, LLC
NEW31,020—+31,020——$3.2M—2026-11-04
Integras Partners LLC
INCREASED30,99329,361+1,632+6%$3.3M$3.2M-$104.6K2026-10-30
Eads & Heald Wealth Management
DECREASED30,95331,449-496-2%$3.6M$3.2M-$345.3K2026-10-29
Manchester Capital Management LLC
DECREASED30,93331,946-1,013-3%$3.6M$3.2M-$403.6K2026-10-22
Cove Private Wealth, LLC
INCREASED30,90830,837+71+0%$3.5M$3.2M-$280.6K2026-10-28
Buckhead Capital Management LLC
DECREASED30,86530,924-590%$3.5M$3.2M-$295.0K2026-11-03
Bison Wealth, LLC
DECREASED30,82531,165-340-1%$3.4M$3.5M+$37.3K2026-10-13
Argent Capital Management LLC
UNCHANGED30,82530,82500%$3.5M$3.2M-$287.9K2026-10-05
Vaughan David Investments LLC
INCREASED30,70730,607+100+0%$3.5M$3.2K-$3.5M2026-11-05
GoalVest Advisory LLC
INCREASED30,69227,064+3,628+13%$3.1M$3.2M+$124.2K2026-10-02
Accretive Wealth Partners, LLC
INCREASED30,68730,234+453+2%$3.4M$3.2M-$235.3K2026-11-06
Ignite Planners, LLC
INCREASED30,67929,034+1,645+6%$3.3M$3.2M-$88.9K2026-10-14
St. Louis Financial Planners Asset Management, LLC
NEW30,652—+30,652——$3.3M—2026-10-16
Dudley Capital Management, LLC
DECREASED30,61231,110-498-2%$3.5M$3.2M-$342.2K2026-10-23
Canopy Partners, LLC
DECREASED30,60830,644-360%$3.5M$3.2M-$290.0K2026-10-28
Compton Wealth Advisory Group, LLC
INCREASED30,54529,999+546+2%$3.3M$3.2M-$79.8K2026-10-13
Lockheed Martin Investment Management Co
DECREASED30,520139,120-108,600-78%$15.8M$3.2M-$12.6M2026-11-04
Register Financial Advisors LLC
INCREASED30,51930,472+47+0%$3.5M$3.2M-$279.7K2026-10-23
Focused Wealth Management, Inc
INCREASED30,50229,114+1,388+5%$3.3M$3.2M-$127.6K2026-10-30
Chemung Canal Trust Co
DECREASED30,34331,450-1,107-4%$3.6M$3.2M-$408.8K2026-11-04
Avantax Planning Partners, Inc.
INCREASED30,33130,166+165+1%$3.4M$3.2M-$264.6K2026-11-03
Bank & Trust Co
DECREASED30,27230,321-490%$3.4M$3.1M-$288.3K2026-10-07
Bailard, Inc.
INCREASED30,25630,190+66+0%$3.4M$3.1M-$275.0K2026-10-13
Formidable Asset Management, LLC
DECREASED30,12831,004-876-3%$3.9M$3.4M-$440.9K2026-11-03
Cane Capital Partners, LLC
INCREASED30,11629,384+732+2%$3.3M$3.1M-$198.4K2026-10-23
Carnegie Lake Advisors LLC
UNCHANGED30,08130,08100%$3.4M$3.1M-$281.0K2026-11-06
Great Lakes Retirement, Inc.
DECREASED30,06330,563-500-2%$3.5M$3.1M-$337.4K2026-10-26
Hager Investment Management Services, LLC
INCREASED30,02129,372+649+2%$3.3M$3.1M-$207.0K2026-11-04
Home Federal Bank of Tennessee
INCREASED29,99329,992+10%$3.4M$3.1M-$280.0K2026-10-15
Detalus Advisors, LLC
INCREASED29,98129,225+756+3%$3.3M$3.1M-$194.4K2026-10-15
Nvwm, LLC
INCREASED29,90429,515+389+1%$3.3M$3.1M-$235.1K2026-10-14
Orange Investment Advisors, Inc.
DECREASED29,85030,023-173-1%$3.4M$3.1M-$298.4K2026-10-23
Financial Synergies Wealth Advisors, Inc.
INCREASED29,75329,299+454+2%$3.3M$3.1M-$226.4K2026-10-16
Perryman Financial Advisory Inc
INCREASED29,48227,050+2,432+9%$3.1M$3.1M+$1332026-10-16
Powers Advisory Group, LLC
DECREASED29,38029,919-539-2%$3.4M$3.1M-$335.4K2026-10-14
MTM Investment Management, LLC
DECREASED29,35829,432-740%$3.3M$3.1M-$282.6K2026-10-30
SJS Investment Consulting Inc.
DECREASED29,26129,602-341-1%$3.4M$3.0M-$311.9K2026-10-26
SWS Partners
INCREASED29,23128,525+706+2%$3.2M$3.0M-$193.0K2026-10-26
Pinnacle West Asset Management, Inc.
DECREASED29,17529,950-775-3%$3.4M$3.0K-$3.4M2026-11-09
Grandview Asset Management LLC
DECREASED29,16934,189-5,020-15%$3.9M$3.0M-$836.2K2026-10-19
Shrier Wealth Management, LLC
DECREASED29,12629,616-490-2%$3.4M$3.0M-$327.5K2026-10-20
Wilkerson Advisory Group LLC
DECREASED28,93030,130-1,200-4%$3.4M$3.0M-$406.2K2026-10-20
Mach-1 Financial Group, LLC
INCREASED28,66612,271+16,395+134%$1.4M$3.0M+$1.6M2026-11-06
Abacus Planning Group, Inc.
INCREASED28,66328,345+318+1%$3.2M$3.0M-$231.8K2026-11-02
Sunbeam Capital Management, LLC
DECREASED28,41329,209-796-3%$3.3M$3.0M-$355.5K2026-11-05
Exchange Bank
INCREASED28,38928,340+49+0%$3.2M$3.0M-$259.6K2026-10-07
Beam Wealth Advisors, Inc.
DECREASED28,35529,199-844-3%$3.3M$2.9M-$360.4K2026-11-03
Birinyi Associates Inc
DECREASED28,30029,300-1,000-3%$3.3M$2.9K-$3.3M2026-10-28
Thrive Capital Management, LLC
INCREASED28,28428,251+33+0%$3.2M$2.9M-$260.4K2026-10-28
Advisors Preferred, LLC
UNCHANGED28,20028,20000%$3.2M$2.9M-$213.8K2026-11-09
Supplemental Annuity Collective Trust of NJ
INCREASED28,19828,119+79+0%$3.2M$2.9M-$254.4K2026-11-02
Outfitters Financial LLC
DECREASED28,18528,370-185-1%$3.2M$2.9M-$284.2K2026-10-23
Legacy Financial Advisors, Inc.
DECREASED28,13731,467-3,330-11%$3.6M$2.9M-$640.0K2026-11-09
Mystic Asset Management, Inc.
DECREASED28,12428,227-1030%$3.2M$2.9M-$274.4K2026-10-15
Obermeyer Wealth Partners
DECREASED28,08828,193-1050%$3.2M$2.9M-$274.3K2026-10-21
Concord Wealth Partners
INCREASED27,91827,789+129+0%$3.1M$2.9M-$246.1K2026-11-02
Lewis Asset Management, LLC
DECREASED27,85127,967-1160%$3.2M$2.9M-$273.3K2026-10-14
Ballast, Inc.
INCREASED27,83826,066+1,772+7%$3.0M$2.9M-$59.3K2026-10-20
Aldebaran Financial Inc.
INCREASED27,81326,945+868+3%$3.1M$2.9M-$161.5K2026-11-06
Cyndeo Wealth Partners, LLC
DECREASED27,80859,688-31,880-53%$6.8M$2.9M-$3.9M2026-10-16
Drive Wealth Management, LLC
DECREASED27,80331,910-4,107-13%$3.6M$2.9M-$724.8K2026-11-09
Patten Group, Inc.
DECREASED27,76128,801-1,040-4%$3.3M$2.9M-$377.1K2026-10-26
Syquant Capital SAS
NEW27,715—+27,715——$3.2K—2026-10-20
RKL Wealth Management LLC
INCREASED27,68027,373+307+1%$3.1M$2.9M-$223.7K2026-10-16
Brucke Financial, Inc.
DECREASED27,67828,121-443-2%$3.2M$2.9M-$308.6K2026-10-23
Udine Wealth Management, Inc.
NEW27,632—+27,632——$2.9M—2026-10-23
Carlton Hofferkamp & Jenks Wealth Management, LLC
INCREASED27,59627,431+165+1%$3.0M$3.3M+$253.2K2026-10-21
Jeppson Wealth Management, LLC
DECREASED27,53327,814-281-1%$3.2M$2.9M-$289.0K2026-10-20
Spirit of America Management Corp
DECREASED27,50227,702-200-1%$3.1M$2.9M-$279.5K2026-10-14
Laurion Capital Management LP
INCREASED27,5005,183+22,317+431%$587.0K$2.9M+$2.3M2026-10-30
Summit Financial Wealth Advisors, LLC
INCREASED27,49625,830+1,666+6%$2.9M$2.9M-$68.1K2026-10-15
First Community Trust NA
INCREASED27,36425,066+2,298+9%$2.8M$2.8M+$4.7K2026-10-07
OMC Financial Services LTD
DECREASED27,36329,975-2,612-9%$3.4M$2.8M-$551.4K2026-10-19
Fortis Capital Advisors, LLC
INCREASED27,32713,653+13,674+100%$1.5M$2.8M+$1.3M2026-11-09
Nwam LLC
INCREASED27,27325,895+1,378+5%$2.9M$2.8M-$98.6K2026-11-09
ZWJ Investment Counsel Inc
INCREASED27,22625,300+1,926+8%$2.9M$2.8M-$36.2K2026-10-15
Soltis Investment Advisors LLC
DECREASED27,19850,617-23,419-46%$5.7M$2.8M-$2.9M2026-10-28
Tempus Wealth Planning, LLC
INCREASED27,17526,325+850+3%$3.0M$2.8M-$157.5K2026-10-14
Norden Group LLC
DECREASED27,11830,206-3,088-10%$3.4M$2.8M-$602.9K2026-10-20
Chicago Capital, LLC
INCREASED27,09326,511+582+2%$3.0M$2.8M-$187.1K2026-10-13
Peak Financial Advisors LLC
INCREASED27,03425,803+1,231+5%$2.9M$2.8M-$113.1K2026-10-28
Family Capital Trust Co
UNCHANGED26,99026,99000%$3.1M$2.8M-$252.1K2026-10-22
Quent Capital, LLC
INCREASED26,98726,723+264+1%$3.0M$3.4M+$368.1K2026-11-09
Magnus Financial Group LLC
INCREASED26,82525,810+1,015+4%$2.9M$2.8M-$135.6K2026-10-21
Altman Advisors, Inc.
INCREASED26,82226,795+27+0%$3.0M$2.8M-$247.5K2026-11-05
Valley Brook Capital Group, Inc.
DECREASED26,70327,202-499-2%$3.1M$2.8M-$305.9K2026-10-26
Canvas Wealth Advisors, LLC
INCREASED26,68725,809+878+3%$2.9M$3.2M+$312.6K2026-11-02
GFG Capital, LLC
INCREASED26,67721,883+4,794+22%$2.5M$2.8M+$293.7K2026-10-16
Lincoln Capital Corp
DECREASED26,65527,753-1,098-4%$3.1M$2.8M-$373.3K2026-10-13
Procyon Advisors, LLC
DECREASED26,65128,911-2,260-8%$3.3M$2.8M-$505.0K2026-10-21
Zullo Investment Group, Inc.
INCREASED26,61625,227+1,389+6%$2.9M$2.8M-$91.3K2026-10-20
Indiana Trust & Investment Management Co
DECREASED26,61129,831-3,220-11%$3.4M$2.8M-$613.2K2026-10-22
Bayban
UNCHANGED26,51926,51900%$3.0M$3.0M$02026-11-05
Syntegra Private Wealth Group, LLC
DECREASED26,50427,737-1,233-4%$3.1M$2.8M-$387.2K2026-10-13
Hilltop National Bank
DECREASED26,37927,641-1,262-5%$3.1M$2.7M-$389.3K2026-10-14
B.A. Schrock Wealth Management, Inc.
NEW26,304—+26,304——$2.7M—2026-10-15
Godsey & Gibb, Inc
NEW26,291—+26,291——$2.7M—2026-10-14
Adamsbrown Wealth Consultants LLC
INCREASED26,27623,981+2,295+10%$2.7M$2.7M+$14.5K2026-10-20
EPG Wealth Management LLC
INCREASED26,23924,967+1,272+5%$2.8M$2.7M-$101.0K2026-11-03
Arrow Financial Corp
DECREASED26,22927,915-1,686-6%$3.2M$2.7M-$435.9K2026-10-26
Portfolio Design Labs, LLC
INCREASED26,13625,347+789+3%$2.9M$2.7M-$154.7K2026-11-04
Stillwater Wealth Management Group
DECREASED26,10538,258-12,153-32%$4.3M$2.7M-$1.6M2026-10-21
Barings LLC
INCREASED26,0394,629+21,410+463%$524.3K$2.7M+$2.2M2026-10-22
High Net Worth Advisory Group LLC
DECREASED26,02626,063-370%$3.0M$2.7M-$247.3K2026-10-26
Haven Private, LLC
DECREASED26,00828,970-2,962-10%$3.3M$2.7M-$578.4K2026-10-27
Sky Investment Group LLC
INCREASED25,90822,048+3,860+18%$2.5M$2.7M+$195.2K2026-10-30
DeDora Capital, Inc.
DECREASED25,79226,385-593-2%$3.0M$2.7M-$308.1K2026-10-26
Winthrop Advisory Group LLC
INCREASED25,76722,342+3,425+15%$2.5M$2.7M+$147.2K2026-10-22
Granite Islands Private Wealth, LLC
INCREASED25,76722,950+2,817+12%$2.6M$2.7M+$82.6K2026-10-16
Iowa State Bank
INCREASED25,74522,898+2,847+12%$2.6M$2.7M+$82.0K2026-10-06
Atala Financial Inc
DECREASED25,71825,738-200%$2.9M$2.7M-$242.5K2026-10-22
Total Clarity Wealth Management, Inc.
DECREASED25,62027,041-1,421-5%$3.1M$2.7M-$400.2K2026-10-26
Condor Capital Management
INCREASED25,48525,043+442+2%$2.8M$2.6M-$188.0K2026-11-06
XML Financial, LLC
INCREASED25,43525,097+338+1%$2.8M$2.6M-$199.2K2026-10-29
Trust Co of the South
DECREASED25,37127,071-1,700-6%$3.1M$2.6M-$429.5K2026-10-21
Point Windward Advisors Inc.
INCREASED25,34722,072+3,275+15%$2.5M$2.6M+$134.2K2026-11-06
Value Partners Investments Inc.
INCREASED25,27525,244+31+0%$2.9M$2.6M-$220.2K2026-10-19
Perpetual Ltd
INCREASED25,26224,699+563+2%$2.8M$2.6M-$172.2K2026-10-13
Etesian Wealth Advisors, Inc.
DECREASED25,26025,797-537-2%$2.9M$2.6M-$296.7K2026-10-27
Commonwealth Financial Services, LLC
DECREASED25,11237,359-12,247-33%$3.0M$2.6M-$377.7K2026-10-20
Gerber Kawasaki Wealth & Investment Management
DECREASED25,06541,213-16,148-39%$4.7M$2.6M-$2.1M2026-10-29
G&S Capital LLC
INCREASED25,02924,733+296+1%$2.8M$2.6M-$200.3K2026-10-23
MSH Capital Advisors LLC
INCREASED25,01624,343+673+3%$2.8M$2.6M-$157.3K2026-11-03
Platform Technology Partners
DECREASED25,01025,199-189-1%$2.9M$2.6M-$254.9K2026-11-02
SAX Wealth Advisors, LLC
INCREASED24,97820,275+4,703+23%$2.5M$2.6M+$75.9K2026-10-13
McGlone Suttner Wealth Management, Inc.
INCREASED24,96524,877+88+0%$2.8M$2.6M-$223.2K2026-10-13
Arthur M. Cohen & Associates, LLC
INCREASED24,94624,329+617+3%$2.8M$2.6M-$163.1K2026-10-26
SYM Financial Corp
DECREASED24,79425,842-1,048-4%$2.9M$2.6M-$350.3K2026-10-26
Davidson Capital Management Inc.
INCREASED24,78423,999+785+3%$2.7M$2.6M-$142.6K2026-10-15
Quad-Cities Investment Group, LLC
DECREASED24,63325,526-893-3%$2.9M$2.6M-$331.3K2026-10-16
American State Bank (Iowa)
INCREASED24,62723,660+967+4%$2.7M$2.6M-$120.5K2026-11-03
Foster Group, Inc.
INCREASED24,57624,370+206+1%$2.8M$2.6M-$206.3K2026-10-13
Elevated Private Wealth, LLC
INCREASED24,50616,213+8,293+51%$1.8M$2.5M+$710.3K2026-10-15
Grove Bank & Trust
INCREASED24,34623,775+571+2%$2.7M$2.5M-$162.7K2026-10-08
First Premier Bank
DECREASED24,29924,456-157-1%$2.8K$2.5K-$2432026-10-13
Baker Avenue Asset Management, LP
DECREASED24,26456,997-32,733-57%$6.5M$2.5M-$3.9M2026-11-06
Ashton Thomas Securities, LLC
INCREASED24,23323,020+1,213+5%$2.6M$2.5M-$83.2K2026-10-26
Moneco Advisors, LLC
INCREASED24,21924,140+79+0%$2.7M$2.5M-$217.3K2026-11-05
Bedel Financial Consulting, Inc.
INCREASED24,16224,144+18+0%$2.7M$2.5M-$223.6K2026-11-06
Enterprise Financial Services Corp
DECREASED24,11524,129-140%$2.7M$2.5M-$226.8K2026-11-03
TKG Advisors, LLC
INCREASED24,09522,325+1,770+8%$2.5M$2.5M-$24.6K2026-11-02
Charles Schwab Trust Co
INCREASED24,06823,970+98+0%$2.7M$2.5M-$213.7K2026-10-15
Old Second National Bank of Aurora
INCREASED24,06223,976+86+0%$2.7M$2.5M-$215.0K2026-10-22
Burford Brothers, Inc.
INCREASED24,05923,921+138+1%$2.7M$2.5M-$209.1K2026-10-21
Greenspring Advisors, LLC
INCREASED24,05611,744+12,312+105%$1.3M$2.5M+$1.2M2026-11-05
LVW Advisors, LLC
INCREASED24,04023,279+761+3%$2.6M$2.5M-$138.3K2026-10-19
Bell Bank
INCREASED23,90722,265+1,642+7%$2.5M$2.5M-$37.3K2026-10-21
Rydar Equities, Inc.
INCREASED23,80120,976+2,825+13%$2.4M$2.6M+$193.4K2026-10-13
Aerodigm Wealth, LLC
DECREASED23,78424,287-503-2%$2.8M$2.5M-$279.0K2026-10-16
Douglas Lane & Associates, LLC
DECREASED23,73524,870-1,135-5%$2.8M$2.5M-$350.2K2026-10-09
WMG Financial Advisors, LLC
UNCHANGED23,72823,72800%$2.7M$2.7M$02026-10-28
Concord Asset Management, LLC
INCREASED23,72322,955+768+3%$2.6M$2.5M-$134.7K2026-11-02
Certified Advisory Corp
INCREASED23,71122,883+828+4%$2.6M$2.5M-$127.7K2026-10-29
CWS Financial Advisors, LLC
INCREASED23,66323,596+67+0%$2.7M$2.5M-$213.4K2026-10-16
Zega Investments, LLC
DECREASED23,62828,402-4,774-17%$3.2M$2.5M-$761.5K2026-11-04
AGP Franklin, LLC
INCREASED23,62119,930+3,691+19%$2.3M$2.5M+$197.4K2026-11-04
Pettee Investors, Inc.
UNCHANGED23,60123,60100%$2.7M$2.5M-$220.4K2026-11-09
Anchor Capital Advisors LLC
DECREASED23,57423,764-190-1%$2.7M$2.4M-$241.7K2026-11-05
CNB Bank
INCREASED23,50523,231+274+1%$2.6M$2.4M-$188.5K2026-11-09
Investment Partners, Ltd.
INCREASED23,41916,924+6,495+38%$1.9M$2.4M+$516.8K2026-10-29
Barr E S & Co
DECREASED23,41223,520-1080%$2.7M$2.4M-$230.9K2026-11-06
Cooper Financial Group
DECREASED23,34531,601-8,256-26%$3.6M$2.4M-$1.2M2026-10-07
Resonant Capital Advisors, LLC
DECREASED23,22523,921-696-3%$2.7M$2.4M-$295.8K2026-10-15
Anchyra Partners LLC
INCREASED23,21521,832+1,383+6%$2.5M$2.4M-$60.2K2026-10-13
Angeles Wealth Management, LLC
DECREASED23,13925,437-2,298-9%$2.9M$2.4M-$476.4K2026-10-26
Orser Capital Management, LLC
DECREASED23,12823,144-160%$2.6M$2.4M-$217.8K2026-10-13
Global Financial Private Client, LLC
DECREASED22,96123,331-370-2%$2.6M$2.4M-$256.3K2026-10-15
Acumen Wealth Advisors, LLC
INCREASED22,91921,818+1,101+5%$2.5M$2.4M-$89.4K2026-11-05
Postrock Partners LLC
UNCHANGED22,88322,88300%$2.6M$2.4M-$213.7K2026-11-02
Fulcrum Wealth Advisors, LLC
INCREASED22,85417,632+5,222+30%$2.0M$2.4M+$378.0K2026-10-16
S-Bank Fund Management Ltd
INCREASED22,82521,718+1,107+5%$2.5M$2.4M-$87.8K2026-11-06
Tlwm
INCREASED22,80522,434+371+2%$2.5M$2.4M-$171.0K2026-10-09
Plan Group Financial, LLC
INCREASED22,76917,382+5,387+31%$2.0M$2.7M+$714.7K2026-10-22
Meadow Creek Wealth Advisors LLC
DECREASED22,74625,457-2,711-11%$2.9M$2.4M-$519.5K2026-11-02
Lincoln Capital LLC
DECREASED22,74622,815-690%$2.6M$2.4M-$219.7K2026-10-09
Shum Financial Group, Inc.
INCREASED22,68722,354+333+1%$2.5M$2.4M-$174.1K2026-10-13
Bluedoor Private Wealth, LLC
DECREASED22,65822,999-341-1%$2.6M$2.4M-$250.3K2026-11-05
Windsor Capital Management, LLC
DECREASED22,64623,064-418-2%$2.6M$2.4M-$259.0K2026-10-13
Global Assets Advisory, LLC
DECREASED22,64422,678-340%$2.5M$2.4M-$86.2K2026-10-28
Wolff Wiese Magana LLC
DECREASED22,64022,919-279-1%$2.6M$2.4M-$243.0K2026-10-15
Country Trust Bank
INCREASED22,63918,846+3,793+20%$2.1M$2.4M+$218.1K2026-10-30
Williams Jones Wealth Management, Llc.
DECREASED22,54623,085-539-2%$2.6M$2.3M-$271.6K2026-11-05
Texas Bank & Trust Co
INCREASED22,51222,429+83+0%$2.5M$2.3M-$200.9K2026-11-04
Sarasin & Partners LLP
DECREASED22,49825,698-3,200-12%$2.9M$2.3M-$572.6K2026-10-13
Ifrah Financial Services, Inc.
DECREASED22,47123,591-1,120-5%$2.7M$2.3M-$336.7K2026-10-13
Cassaday & Co Wealth Management LLC
DECREASED22,45623,456-1,000-4%$2.7M$2.3M-$323.1K2026-10-27
First Security Investment Management, Inc.
INCREASED22,44122,416+25+0%$2.5M$2.3M-$206.7K2026-11-05
Purkiss Capital Advisors LLC
INCREASED22,43620,521+1,915+9%$2.3M$2.3M+$7.3K2026-11-06
Uncommon Cents Investing Inc
INCREASED22,41322,029+384+2%$2.5M$2.3M-$165.8K2026-10-20
TrueWealth Advisors, LLC
INCREASED22,39321,716+677+3%$2.5M$2.3M-$132.5K2026-10-09
Old Port Advisors
DECREASED22,37622,432-560%$2.5M$2.3M-$215.4K2026-10-23
Clear Creek Financial Management, LLC
INCREASED22,27520,425+1,850+9%$2.3M$2.3M+$1.5K2026-10-28
Morey & Quinn Wealth Partners, LLC
INCREASED22,26722,037+230+1%$2.5M$2.3M-$181.9K2026-10-28
Chesapeake Wealth Management
DECREASED22,22722,957-730-3%$2.6M$2.3M-$290.3K2026-11-09
Roxbury Financial LLC
INCREASED22,22621,716+510+2%$2.5M$2.3M-$149.9K2026-10-01
Syverson Strege & Co
DECREASED22,21222,256-440%$2.5M$2.3M-$212.5K2026-11-02
Consilium Wealth Advisory, LLC
DECREASED22,21026,142-3,932-15%$3.0M$2.3M-$652.8K2026-10-14
WBH Advisory Inc
DECREASED22,20923,477-1,268-5%$2.7M$2.3M-$351.0K2026-11-05
Ridgepath Capital Management LLC
INCREASED22,16522,123+42+0%$2.5M$2.3M-$202.2K2026-10-29
Uhlmann Price Securities, LLC
DECREASED22,15523,055-900-4%$2.6M$2.3M-$308.7K2026-11-03
Sound Income Strategies, LLC
INCREASED22,15121,271+880+4%$2.4M$2.4M+$39.9K2026-10-09
Solidarity Wealth, LLC
DECREASED22,12322,641-518-2%$2.6M$2.3M-$265.3K2026-10-15
Beaumont Asset Management, L.L.C.
DECREASED21,97722,111-134-1%$2.5M$2.3M-$220.4K2026-10-16
Liberty Capital Management, Inc.
DECREASED21,96922,102-133-1%$2.5M$2.3M-$220.2K2026-11-02
WealthCare Asset Management, LLC
DECREASED21,96043,794-21,834-50%$5.0M$2.3M-$2.7M2026-10-26
Financial Partners Group, Inc
DECREASED21,90322,148-245-1%$2.5M$2.3M-$232.3K2026-10-19
Kentucky Trust Co
DECREASED21,84122,472-631-3%$2.5M$2.3M-$275.5K2026-10-15
Narwhal Capital Management
DECREASED21,75124,315-2,564-11%$2.8M$2.3M-$493.5K2026-11-04
Advisory Solutions Group, LLC
INCREASED21,72713,467+8,260+61%$1.5M$2.3M+$732.6K2026-10-14
Bangor Savings Bank
DECREASED21,68225,087-3,405-14%$2.8M$2.3M-$588.2K2026-10-06
Clear Harbor Asset Management, LLC
INCREASED21,6486,856+14,792+216%$776.5K$2.2M+$1.5M2026-11-05
Rossby Financial, LCC
INCREASED21,32818,973+2,355+12%$2.2M$2.2M+$65.4K2026-11-05
Quilter Plc
DECREASED21,30222,477-1,175-5%$2.5M$2.2M-$332.0K2026-10-21
Littlejohn Financial Services, Inc.
DECREASED21,24421,600-356-2%$2.4M$2.2M-$238.7K2026-11-06
Smith Thornton Advisors LLC
DECREASED21,18221,234-520%$2.4M$2.2M-$236.0K2026-10-16
First National Bank & Trust Co of Newtown
DECREASED21,07621,111-350%$2.3M$2.6M+$255.5K2026-11-09
Pinion Investment Advisors, LLC
INCREASED21,07420,802+272+1%$2.4M$2.2M-$166.0K2026-11-04
Waycross Partners, LLC
INCREASED21,0624,000+17,062+427%$453.0K$2.2M+$1.7M2026-11-03
Sherry Group, Inc.
INCREASED21,04920,609+440+2%$2.4M$2.2M-$174.4K2026-10-09
Cantor Fitzgerald Investment Advisors L.P.
DECREASED21,03022,690-1,660-7%$2.6M$2.2M-$384.4K2026-10-21
Vigilare Wealth Management
DECREASED21,02721,155-128-1%$2.4M$2.2M-$210.8K2026-10-29
Midland Wealth Advisors, LLC
DECREASED21,01421,832-818-4%$2.5M$2.2M-$288.9K2026-10-26
Orrstown Financial Services Inc
INCREASED20,99520,612+383+2%$2.3M$2.2M-$152.7K2026-10-14
Ascentis Wealth Management, LLC
DECREASED20,86021,421-561-3%$2.4M$2.2M-$258.4K2026-11-03
TCI Wealth Advisors, Inc.
DECREASED20,85321,016-163-1%$2.4M$2.2M-$213.2K2026-10-30
Hilton Head Capital Partners, LLC
DECREASED20,83121,938-1,107-5%$2.5M$2.2M-$320.0K2026-10-23
Greenup Street Wealth Management LLC
INCREASED20,6273,514+17,113+487%$398.0K$2.1M+$1.7M2026-10-28
Advocate Group LLC
DECREASED20,62621,674-1,048-5%$2.5M$2.1M-$311.3K2026-10-19
Davis Capital Management
DECREASED20,62321,129-506-2%$2.4M$2.1M-$249.9K2026-10-08
WealthPLAN Partners, LLC
INCREASED20,60720,085+522+3%$2.3M$2.1M-$133.3K2026-10-15
Montecito Bank & Trust
DECREASED20,58520,722-137-1%$2.3M$2.1M-$207.8K2026-10-01
Private Wealth Partners, LLC
INCREASED20,56318,608+1,955+11%$2.1M$2.1M+$29.4K2026-10-22
Harfst & Associates, Inc.
INCREASED20,55719,403+1,154+6%$2.2M$2.1M-$61.3K2026-10-20
Mountain Pacific Investment Advisers LLC
INCREASED20,45420,155+299+1%$2.3M$2.1M-$157.2K2026-10-29
Hanson & Doremus Investment Management
INCREASED20,44620,396+50+0%$2.3M$2.1K-$2.3M2026-10-16
Nova R Wealth, Inc.
DECREASED20,35520,721-366-2%$2.3M$2.1M-$231.5K2026-10-26
Gallagher Capital Advisors, LLC
INCREASED20,34720,299+48+0%$2.3M$2.1M-$184.7K2026-10-09
Veratis Advisors, Inc.
DECREASED20,31240,978-20,666-50%$4.9M$2.1M-$2.8M2026-11-03
N.E.W. Advisory Services LLC
INCREASED20,26919,990+279+1%$2.3M$2.1M-$157.8K2026-11-09
KG Capital Management
INCREASED20,23219,820+412+2%$2.2M$2.1M-$142.4K2026-10-15
Creative Financial Designs Inc
INCREASED20,21116,213+3,998+25%$1.8M$2.1M+$264.0K2026-11-04
Towerpoint Wealth, LLC
INCREASED20,21119,769+442+2%$2.2M$2.1M-$138.8K2026-10-13
Missouri Trust & Investment Co
DECREASED20,18521,210-1,025-5%$2.4M$2.1M-$260.9K2026-11-04
Woodward Diversified Capital, LLC
DECREASED20,16420,188-240%$2.3M$2.1M-$191.0K2026-10-21
Sovran Advisors, LLC
DECREASED20,14125,635-5,494-21%$2.9M$2.4M-$457.2K2026-11-02
Boltwood Capital Management
INCREASED20,09018,390+1,700+9%$2.1M$2.1M+$4.9K2026-10-02
Brian LOW Financial Group, LLC
DECREASED20,08220,371-289-1%$2.3M$2.1M-$220.3K2026-10-28
JSF Financial, LLC
INCREASED20,06717,838+2,229+13%$2.0M$2.1M+$65.0K2026-10-22
Northwest Wealth Management, LLC
DECREASED20,02223,813-3,791-16%$2.7M$2.1M-$616.4K2026-10-30
Nicholson Wealth Management Group, LLC
INCREASED19,99819,733+265+1%$2.2M$2.1M-$156.8K2026-11-09
BKM Wealth Management, LLC
DECREASED19,99720,208-211-1%$2.3M$2.1M-$210.7K2026-10-22
Redmond Asset Management, LLC
DECREASED19,96120,004-430%$2.3M$2.1M-$191.3K2026-10-27
Brady Family Wealth, LLC
DECREASED19,93320,041-108-1%$2.3M$2.1M-$198.4K2026-11-02
Live Oak Private Wealth LLC
DECREASED19,93221,156-1,224-6%$2.4M$2.1M-$324.8K2026-11-02
Concentrum Wealth Management
INCREASED19,86019,002+858+5%$2.2M$2.1M-$88.3K2026-11-09
Costello Asset Management, Inc
DECREASED19,80320,388-585-3%$2.3M$2.1M-$251.3K2026-10-30
Transcendent Capital Group LLC
UNCHANGED19,79119,79100%$2.2M$2.1M-$184.8K2026-10-28
Saxon Interests, Inc.
DECREASED19,64423,696-4,052-17%$2.7M$2.0M-$642.4K2026-10-26
Kennebec Savings Bank
INCREASED19,56019,442+118+1%$2.2M$2.0M-$169.3K2026-10-22
Wealth Architects, LLC
INCREASED19,52219,119+403+2%$2.2M$2.0M-$136.7K2026-11-03
Optas, LLC
DECREASED19,47020,683-1,213-6%$2.3M$2.0M-$319.2K2026-11-09
Schear Investment Advisers, LLC
DECREASED19,36423,912-4,548-19%$2.7M$2.0M-$696.0K2026-10-14
Tempo Wealth, LLC
INCREASED19,36418,015+1,349+7%$2.0M$2.0M-$28.1K2026-10-14
Beacon Capital Management, LLC
DECREASED19,27519,367-920%$2.2M$2.0M-$190.5K2026-10-23
Allen Capital Group, LLC
DECREASED19,18620,107-921-5%$2.3M$2.0M-$283.5K2026-10-27
Silverlake Wealth Management LLC
DECREASED19,18219,390-208-1%$2.2M$2.0M-$202.7K2026-10-21
Ipsen Advisor Group LLC
INCREASED19,16319,071+92+0%$2.2M$2.0M-$168.6K2026-10-29
Eukles Asset Management
INCREASED19,11019,050+60+0%$2.2M$2.0M-$171.6K2026-11-04
Verus Capital Partners, LLC
INCREASED19,06716,161+2,906+18%$1.8M$2.0M+$151.1K2026-11-03
Institute for Wealth Management, Llc.
INCREASED19,06718,826+241+1%$2.1M$2.0M-$150.7K2026-11-06
Biltmore Family Office, LLC
INCREASED19,02918,407+622+3%$2.1M$2.0M-$107.3K2026-11-03
Trueblood Wealth Management, LLC
DECREASED19,02222,201-3,179-14%$2.5M$2.0M-$537.7K2026-10-23
Alpha Family Trust
UNCHANGED19,02019,02000%$2.2M$2.2M$02026-11-04
Mitsubishi UFJ Asset Management (UK) Ltd.
DECREASED19,00025,000-6,000-24%$2.8M$2.0K-$2.8M2026-10-22
BancFirst Trust & Investment Management
DECREASED18,96321,050-2,087-10%$2.4M$2.0M-$387.1K2026-10-30
Arista Wealth Management, LLC
INCREASED18,95517,767+1,188+7%$2.0M$2.0M-$42.5K2026-10-29
McElhenny Sheffield Capital Management, LLC
INCREASED18,89818,357+541+3%$2.1M$2.0M-$115.2K2026-11-06
Allied Investment Advisors, LLC
DECREASED18,86020,284-1,424-7%$2.3M$2.0M-$337.4K2026-10-13
Pioneer Trust Bank N A
UNCHANGED18,75518,75500%$2.1M$1.9M-$175.2K2026-11-06
Archer Investment Corp
INCREASED18,74018,719+21+0%$2.1M$1.9M-$172.7K2026-11-05
Yoffe Investment Management, LLC
UNCHANGED18,68718,68700%$2.1M$1.9M-$174.5K2026-11-02
Langley Wealth Management, LLC
DECREASED18,64219,320-678-4%$2.2M$1.9M-$250.9K2026-11-04
Central Pacific Bank - Trust Division
DECREASED18,63427,379-8,745-32%$3.1M$1.9M-$1.2M2026-10-06
CMG Global Holdings, LLC
DECREASED18,56419,188-624-3%$2.2M$1.9M-$244.0K2026-10-14
Impact Partnership Wealth, LLC
INCREASED18,55517,025+1,530+9%$1.9M$1.9M-$562026-11-09
Versant Capital Management, Inc
DECREASED18,53424,081-5,547-23%$2.7M$1.9M-$801.4K2026-10-02
Regent Peak Wealth Advisors LLC
DECREASED18,48718,800-313-2%$2.1M$1.9M-$207.9K2026-10-13
Benin Management Corp
DECREASED18,47418,674-200-1%$2.1M$1.9M-$195.2K2026-10-22
S.E.E.D. Planning Group LLC
INCREASED18,45511,552+6,903+60%$1.3M$1.9M+$609.5K2026-10-07
RMR Capital Management, LLC
DECREASED18,45218,834-382-2%$2.1M$1.9M-$215.6K2026-10-23
International Private Wealth Advisors LLC
INCREASED18,41213,168+5,244+40%$1.5M$1.9M+$422.0K2026-11-05
St. Louis Trust Co
UNCHANGED18,41118,41100%$912.0K$1.9M+$1.0M2026-11-03
Professional Financial Advisors, LLC
DECREASED18,40818,436-280%$2.1M$1.9M-$175.0K2026-10-13
WT Wealth Management
DECREASED18,33720,078-1,741-9%$2.3M$1.9M-$368.4K2026-10-13
General Partner, Inc.
DECREASED18,33019,330-1,000-5%$2.2M$1.9M-$284.5K2026-10-05
United Bank
INCREASED18,3059,194+9,111+99%$1.0M$1.9M+$860.9K2026-11-06
Altfest L J & Co Inc
INCREASED18,30017,822+478+3%$2.0M$1.9M-$116.7K2026-10-27
Stone Wealth Partners
INCREASED18,25213,576+4,676+34%$1.5M$1.9M+$385.1K2026-11-05
Riverbridge Partners LLC
DECREASED18,21519,238-1,023-5%$2.2M$1.9M-$286.0K2026-11-05
Whitaker-Myers Wealth Managers, Ltd.
DECREASED18,18620,473-2,287-11%$2.3M$1.9M-$428.8K2026-10-09
Strive Financial Group,LLC
INCREASED18,17811,058+7,120+64%$1.3M$1.9M+$636.6K2026-11-09
Adirondack Trust Co
DECREASED18,15822,429-4,271-19%$2.5M$1.9M-$653.3K2026-10-14
Embree Financial Group
INCREASED18,15417,952+202+1%$2.0M$1.9M-$146.6K2026-10-22
Garrett Wealth Advisory Group, LLC
INCREASED18,14918,112+37+0%$2.1M$1.9M-$165.3K2026-10-22
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
UNCHANGED18,11318,11300%$2.1M$1.9M-$169.2K2026-10-27
Colonial River Investments, LLC
DECREASED18,08119,371-1,290-7%$2.2M$1.9M-$315.0K2026-10-19
Foundation Resource Management Inc
UNCHANGED18,05518,05500%$2.0M$1.9M-$168.6K2026-10-19
Beaton Management Co. Inc.
DECREASED18,00718,232-225-1%$2.1M$1.9K-$2.1M2026-11-09
ANB Bank
DECREASED18,00218,110-108-1%$2.1M$1.9M-$180.4K2026-10-09
Blueprint Investment Partners LLC
DECREASED17,99726,131-8,134-31%$3.0M$1.9M-$1.1M2026-10-28
SFG Wealth Management, Llc.
DECREASED17,99418,870-876-5%$2.1M$1.9M-$267.3K2026-10-23
Central Valley Advisors, LLC
DECREASED17,90822,790-4,882-21%$2.6M$1.9M-$720.0K2026-10-27
Gibbs Wealth Management
INCREASED17,82113,179+4,642+35%$1.5M$1.9M+$359.1K2026-10-22
Miramontes Capital, LLC
DECREASED17,76817,811-430%$2.0M$1.8M-$170.9K2026-10-19
Baker Ellis Asset Management LLC
UNCHANGED17,76717,76700%$2.0M$1.8M-$165.9K2026-10-14
Rice Partnership, LLC
INCREASED17,76517,617+148+1%$2.0M$1.8M-$149.2K2026-11-09
Moss Adams Wealth Advisors LLC
DECREASED17,71023,992-6,282-26%$2.7M$1.8M-$876.9K2026-10-28
Sun Group Wealth Partners
DECREASED17,68918,052-363-2%$2.0M$1.8M-$206.3K2026-10-26
Kingstone Capital Partners Texas, LLC
DECREASED17,64618,620-974-5%$2.1M$1.8M-$275.1K2026-11-03
Virtue Asset Management LLC
INCREASED17,60717,095+512+3%$1.9M$1.8M-$106.4K2026-10-21
Silphium Asset Management Ltd
UNCHANGED17,51417,51400%$2.0M$1.8M-$163.6K2026-10-27
Provenance Wealth Advisors, LLC
INCREASED17,4969,565+7,931+83%$1.1M$1.8M+$734.9K2026-10-30
Victory Financial Group, LLC
INCREASED17,49414,740+2,754+19%$1.7M$1.8M+$148.5K2026-10-27
Polaris Financial Partners
NEW17,457—+17,457——$1.8K—2026-10-02
FCG Investment Co
INCREASED17,44117,338+103+1%$2.0M$1.8M-$151.2K2026-10-13
Quintet Private Bank (Europe) S.A.
INCREASED17,42316,178+1,245+8%$1.8M$1.8M-$21.7K2026-10-08
MBL Wealth, LLC
DECREASED17,39917,969-570-3%$2.0M$1.8M-$227.1K2026-10-22
Net Worth Advisory Group
INCREASED17,37417,172+202+1%$1.9M$1.8M-$133.5K2026-10-20
Providence First Trust Co
DECREASED17,37023,955-6,585-27%$2.7M$1.8M-$908.1K2026-11-02
Golden State Wealth Management, LLC
DECREASED17,36218,151-789-4%$2.1M$1.8M-$251.5K2026-11-02
Catalyst Capital Advisors LLC
INCREASED17,34717,225+122+1%$2.0M$1.8M-$148.2K2026-11-02
Portside Wealth Group, LLC
INCREASED17,33816,812+526+3%$1.9M$1.8M-$102.3K2026-10-20
KFG Wealth Management, LLC
DECREASED17,31720,545-3,228-16%$2.3M$1.8M-$527.4K2026-10-16
Shulman DeMeo Asset Management LLC
DECREASED17,30418,165-861-5%$2.1M$1.8M-$239.3K2026-10-09
Marino, Stram & Associates LLC
DECREASED17,27417,493-219-1%$2.0M$1.8M-$186.2K2026-10-22
Acorn Wealth Advisors, LLC
INCREASED17,2736,126+11,147+182%$693.8K$1.8M+$1.1M2026-10-19
Connecticut Wealth Management, LLC
DECREASED17,26417,287-230%$2.0M$1.8M-$163.8K2026-10-13
Inlet Private Wealth, LLC
DECREASED17,24717,292-450%$2.0M$1.8M-$166.2K2026-10-21
First Hawaiian Bank
UNCHANGED17,17817,17800%$1.9M$1.8M-$160.4K2026-10-14
Wealth Management Partners, LLC
INCREASED17,16417,048+116+1%$1.9M$1.8M-$147.1K2026-10-21
Manchester Financial Inc
DECREASED17,09017,208-118-1%$1.9M$1.8M-$173.0K2026-10-15
W.H. Cornerstone Investments Inc.
INCREASED17,07715,537+1,540+10%$1.8M$1.8M+$15.0K2026-11-03
Shuttleworth & Co
INCREASED17,03516,788+247+1%$1.9M$1.8M-$131.1K2026-10-30
Golden Reserve Retirement LLC
INCREASED16,93711,017+5,920+54%$1.2M$1.8M+$512.3K2026-11-02
Affiance Financial, LLC
INCREASED16,82716,789+38+0%$1.9M$1.7M-$152.8K2026-10-15
Jones Kertz & Associates, Inc.
UNCHANGED16,75116,75100%$1.9M$1.7M-$156.5K2026-10-28
Trust Co
INCREASED16,72615,740+986+6%$1.8M$1.7M-$44.5K2026-10-09
First Financial Bank - Trust Division
INCREASED16,71816,516+202+1%$1.9M$1.7M-$133.3K2026-10-01
BayBridge Capital Group, LLC
DECREASED16,69417,008-314-2%$1.9M$1.7M-$191.5K2026-10-13
Philadelphia Investment Partners, LLC
INCREASED16,68513,402+3,283+25%$1.5M$1.7M+$221.8K2026-11-09
Wellington Grp LLC
INCREASED16,66412,487+4,177+33%$1.4M$1.7M+$317.4K2026-11-06
D'Orazio & Associates, Inc.
DECREASED16,58916,636-470%$1.9M$1.7M-$160.3K2026-11-04
Sunburst Financial Group, LLC
INCREASED16,58116,548+33+0%$1.9M$1.7M-$151.1K2026-10-09
Bill Few Associates, Inc.
DECREASED16,57516,785-210-1%$1.9M$1.7M-$178.5K2026-10-09
Colton Groome Financial Advisors, LLC
INCREASED16,57316,343+230+1%$1.9M$1.7M-$128.7K2026-10-06
Apex Wealth Management, LLC
DECREASED16,56616,775-209-1%$1.9M$1.7M-$178.4K2026-10-20
Enhancing Capital LLC
INCREASED16,56616,500+66+0%$1.9M$1.7M-$147.3K2026-10-26
HMS Capital Management, LLC
INCREASED16,54314,958+1,585+11%$1.7M$1.7M+$25.0K2026-10-20
Fulcrum Equity Management
DECREASED16,52916,900-371-2%$1.9M$1.7M-$196.3K2026-10-21
Wright Investors Service Inc
DECREASED16,51424,511-7,997-33%$2.8M$1.7M-$1.1M2026-11-02
Atlas Capital Advisors Inc.
DECREASED16,51418,188-1,674-9%$2.1M$12.5K-$2.0M2026-11-09
Louisbourg Investments Inc.
DECREASED16,50017,000-500-3%$1.9M$1.7M-$210.7K2026-10-20
Fiduciary Family Office, LLC
INCREASED16,49114,557+1,934+13%$1.6M$1.7M+$65.0K2026-11-04
Bullock Wealth Management Group
INCREASED16,48915,731+758+5%$1.7M$1.7M+$7.4K2026-10-09
Tred Avon Family Wealth, LLC
DECREASED16,48016,657-177-1%$1.9M$1.7M-$174.0K2026-10-20
Verity & Verity, LLC
DECREASED16,46318,730-2,267-12%$2.1M$1.7M-$410.5K2026-10-23
Ullmann Wealth Partners Group, LLC
INCREASED16,44515,902+543+3%$1.8M$1.7M-$92.2K2026-11-02
Cypress Wealth Services, LLC
DECREASED16,41017,284-874-5%$2.0M$1.8M-$198.4K2026-10-21
CRA Financial Services, LLC
INCREASED16,40916,301+108+1%$1.8M$1.7M-$140.9K2026-10-16
NBH Bank
DECREASED16,40916,432-230%$1.9M$1.7M-$155.9K2026-11-05
L. Roy Papp & Associates, LLP
DECREASED16,40816,598-190-1%$1.9M$1.7M-$174.8K2026-10-21
Crescent Sterling, Ltd.
INCREASED16,40415,058+1,346+9%$1.7M$1.7M-$7472026-10-16
Foster Dykema Cabot & Partners, LLC
INCREASED16,33815,938+400+3%$1.8M$1.7M-$107.3K2026-10-30
Atlas Brown,Inc.
INCREASED16,32115,643+678+4%$1.8M$1.7M-$75.7K2026-10-09
Wealth Quarterback LLC
INCREASED16,31615,569+747+5%$1.8M$1.7M-$67.7K2026-10-20
Compass Financial Management LLC
DECREASED16,30817,336-1,028-6%$1.9M$1.7M-$245.9K2026-10-30
Peoples Bank
DECREASED16,30016,305-50%$1.8M$1.7M-$152.8K2026-10-09
Klingman & Associates, LLC
DECREASED16,18917,466-1,277-7%$2.0M$1.7M-$295.9K2026-10-20
Wisconsin Wealth Advisors, LLC
INCREASED16,18216,170+12+0%$1.8M$1.7M-$149.8K2026-10-08
Cerro Pacific Wealth Advisors LLC
DECREASED16,14416,999-855-5%$1.9M$1.7M-$247.6K2026-10-22
LongView Wealth Management
INCREASED16,12115,792+329+2%$1.8M$1.7M-$113.3K2026-10-19
Annex Advisory Services, LLC
DECREASED16,11717,303-1,186-7%$2.0M$1.7M-$284.9K2026-10-16
McAdam, LLC
INCREASED16,10215,133+969+6%$1.7M$1.7M-$40.6K2026-10-21
Crumly & Associates Inc.
INCREASED16,06815,200+868+6%$1.7M$1.7M-$51.8K2026-10-07
Hartford Financial Management Inc.
UNCHANGED16,05816,05800%$1.8M$1.7M-$150.0K2026-10-21
W Advisors, LLC
INCREASED16,03715,662+375+2%$1.8M$1.7M-$107.3K2026-11-02
Neville Rodie & Shaw Inc
DECREASED16,03516,543-508-3%$1.9K$1.7K-$2072026-10-05
Oslo Pensjonsforsikring AS
DECREASED15,95616,473-517-3%$1.9M$1.7M-$207.6K2026-10-15
Rayburn West Financial Services LLC
UNCHANGED15,93315,93300%$1.8M$1.7M-$148.8K2026-11-03
Nicholas Wealth, Llc.
INCREASED15,91011,936+3,974+33%$1.4M$1.7M+$301.4K2026-10-26
KWB Wealth
DECREASED15,85216,395-543-3%$1.9M$1.6M-$209.5K2026-10-16
Breakwater Capital Group
INCREASED15,78515,747+38+0%$1.8M$1.6M-$143.2K2026-10-09
Eagle Global Advisors LLC
DECREASED15,78415,944-160-1%$1.8M$1.6M-$165.6K2026-11-02
Advocate Investing Services LLC
UNCHANGED15,76815,76800%$1.8M$1.6M-$147.2K2026-10-26
Cornerstone Advisory, LLC
INCREASED15,75215,446+306+2%$1.7M$1.6M-$112.5K2026-11-06
Hurlow Wealth Management Group, Inc.
DECREASED15,74315,756-130%$1.8M$1.6M-$148.5K2026-10-29
Balefire, LLC
INCREASED15,73914,913+826+6%$1.7M$1.6M-$53.5K2026-10-09
Intrua Financial, LLC
DECREASED15,70515,929-224-1%$1.8M$1.6M-$172.1K2026-10-28
Elevation Point Wealth Partners, LLC
DECREASED15,681181,556-165,875-91%$20.6M$1.6M-$18.9M2026-11-05
MB, Levis & Associates, LLC
INCREASED15,64315,214+429+3%$1.7M$1.6M-$97.5K2026-10-16
Traphagen Investment Advisors LLC
INCREASED15,60415,200+404+3%$1.7M$1.6M-$99.9K2026-10-14
Community Bank of Raymore
UNCHANGED15,60015,60000%$1.8M$1.6M-$145.7K2026-10-23
Relyea Zuckerberg Hanson LLC
DECREASED15,58518,241-2,656-15%$2.1M$1.6M-$446.4K2026-10-20
Pacific Wealth Strategies Group, Inc.
INCREASED15,54414,203+1,341+9%$1.6M$1.6M+$6.7K2026-11-02
First Command Advisory Services, Inc.
INCREASED15,49914,612+887+6%$1.7M$1.6M-$44.3K2026-11-05
Compass Financial Group, Inc
INCREASED15,48215,153+329+2%$1.7M$1.6M-$107.3K2026-10-13
TrustBank
DECREASED15,48215,724-242-2%$1.8M$1.6M-$172.0K2026-10-20
Wetzel Investment Advisors, Inc.
INCREASED15,41015,383+27+0%$1.7M$1.6M-$140.9K2026-10-13
Eagle Wealth Advisors LLC
INCREASED15,40314,855+548+4%$1.7M$1.6M-$81.8K2026-10-20
SeaCrest Wealth Management, LLC
INCREASED15,38015,314+66+0%$1.7M$1.6M-$136.2K2026-10-21
VUB Generali dochodkova spravcovska spolocnost, a.s.
UNCHANGED15,36615,36600%$1.7M$1.6M-$143.5K2026-10-26
Lake Street Private Wealth, LLC
DECREASED15,36516,272-907-6%$1.8M$1.6M-$246.2K2026-10-22
Kepler Cheuvreux (Suisse) SA
DECREASED15,360152,422-137,062-90%$17.2M$1.6M-$15.7M2026-10-20
Citizens & Northern Corp
NEW15,346—+15,346——$1.6M—2026-11-06
Howard Financial Services, Ltd.
INCREASED15,33514,429+906+6%$1.6M$1.6M-$40.6K2026-10-15
Independent Solutions Wealth Management, LLC
DECREASED15,32615,896-570-4%$1.8M$1.6M-$207.7K2026-10-28
Fearless Solutions, LLC dba Best Invest
DECREASED15,29315,404-111-1%$1.7M$1.6M-$155.4K2026-10-14
Total Investment Management Inc
INCREASED15,29115,284+7+0%$1.7M$1.6M-$110.6K2026-10-22
Beaumont Financial Advisors, LLC
INCREASED15,23715,077+160+1%$1.7M$1.6M-$124.2K2026-10-22
Wellington Shields & Co., LLC
DECREASED15,20036,995-21,795-59%$4.2M$1.6M-$2.6M2026-11-03
Wellington Shields Capital Management, LLC
DECREASED15,20030,188-14,988-50%$3.4M$1.6M-$1.8M2026-11-03
Capital Management Associates
DECREASED15,20022,200-7,000-32%$2.5M$1.6M-$934.8K2026-11-03
Curbstone Financial Management Corp
INCREASED15,19414,574+620+4%$1.7M$1.6M-$71.7K2026-10-21
American Capital Advisory, LLC
INCREASED15,18115,158+23+0%$1.7M$1.6M-$139.2K2026-10-28
Lakeshore Capital Group, Inc.
INCREASED15,16214,230+932+7%$1.6M$1.6M-$36.0K2026-10-20
1900 Wealth Management LLC
INCREASED15,14414,654+490+3%$1.7M$1.6M-$85.9K2026-10-13
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED15,13915,994-855-5%$1.8M$1.6M-$238.2K2026-10-14
Bridgewealth Advisory Group, LLC
INCREASED15,12014,810+310+2%$1.7M$1.6M-$106.1K2026-11-09
Bernardo Wealth Planning LLC
INCREASED15,1087,451+7,657+103%$843.9K$1.6M+$726.2K2026-10-23
Corda Investment Management, Llc.
INCREASED15,09015,003+87+1%$1.7M$1.6M-$131.1K2026-10-22
Waterfront Wealth Inc.
DECREASED15,08917,208-2,119-12%$2.0M$1.8M-$179.3K2026-11-03
Laraway Financial Advisors Inc
DECREASED15,08315,781-698-4%$1.8M$1.6M-$219.9K2026-11-09
Silvia Mccoll Wealth Management, LLC
UNCHANGED15,07815,07800%$1.7M$1.6M-$140.8K2026-10-07
Cowa, LLC
INCREASED15,07314,169+904+6%$1.6M$1.6M-$38.4K2026-10-30
Tennessee Valley Asset Management Partners
DECREASED15,06215,294-232-2%$1.7M$1.6M-$166.9K2026-11-03
Integrity Advisory Solutions, LLC
INCREASED15,01813,596+1,422+10%$1.5M$1.6M+$20.8K2026-10-29
ProVise Management Group, LLC
INCREASED14,99714,800+197+1%$1.7M$1.6M-$117.7K2026-11-06
Worth Financial Advisory Group, LLC
DECREASED14,99415,094-100-1%$1.7M$1.6M-$151.3K2026-10-19
Armor Investment Advisors, LLC
DECREASED14,97615,483-507-3%$1.8M$1.6M-$197.3K2026-10-27
Dillon & Associates Inc
DECREASED14,95515,775-820-5%$1.8M$1.6K-$1.8M2026-10-22
Walker Financial Services, Inc.
INCREASED14,94414,609+335+2%$1.7M$1.6M-$101.6K2026-10-26
Donaldson Capital Management, LLC
DECREASED14,89914,961-620%$1.7M$1.5M-$146.1K2026-11-09
Key Client Fiduciary Advisors, LLC
DECREASED14,88915,544-655-4%$1.8M$1.5M-$213.3K2026-10-19
Physician Wealth Advisors, Inc.
INCREASED14,84814,634+214+1%$1.7M$1.5M-$114.5K2026-10-20
AA Financial Advisors, LLC
INCREASED14,84713,468+1,379+10%$1.5M$1.5M+$17.5K2026-10-19
Wincap Financial LLC
DECREASED14,84116,019-1,178-7%$1.8M$1.5M-$272.0K2026-10-20
Solstein Capital, LLC
UNCHANGED14,79914,79900%$1.7M$1.5M-$138.2K2026-11-02
Jm2 Capital Inc.
INCREASED14,79214,689+103+1%$1.7M$1.5M-$126.5K2026-10-14
Cape ANN Savings Bank
DECREASED14,78814,808-200%$1.7M$1.5M-$140.4K2026-11-09
Clearwave Capital, LLC
INCREASED14,77714,050+727+5%$1.6M$1.5M-$55.6K2026-10-27
Wolverine Asset Management LLC
INCREASED14,77311,418+3,355+29%$1.3M$1.5M+$242.0K2026-11-02
Falcon Wealth Planning
DECREASED14,74115,975-1,234-8%$1.8M$1.5M-$277.4K2026-11-06
Birchbrook, Inc.
DECREASED14,72315,090-367-2%$1.7M$1.5M-$179.1K2026-10-14
Founders Financial Securities LLC
DECREASED14,65714,723-660%$1.7M$1.5M-$144.3K2026-10-28
Gould Asset Management LLC
DECREASED14,64114,721-80-1%$1.7M$1.5M-$145.8K2026-11-06
Evansbrook LLC
INCREASED14,62014,495+125+1%$1.6M$1.5M-$122.4K2026-10-16
Probity Advisors, Inc.
INCREASED14,59414,155+439+3%$1.6M$1.5M-$86.7K2026-10-23
Summa Corp.
INCREASED14,56914,537+32+0%$1.6M$1.5M-$132.5K2026-10-30
Wealth Intelligence, LLC
INCREASED14,56114,009+552+4%$1.6M$1.5M-$73.5K2026-10-16
Augustine Asset Management Inc
INCREASED14,49513,849+646+5%$1.6M$1.5M-$62.2K2026-10-13
Lee Financial Co
INCREASED14,42214,380+42+0%$1.6M$1.5M-$129.9K2026-10-16
Rhodes Investment Advisors Inc
INCREASED14,41812,147+2,271+19%$1.4M$1.5M+$122.6K2026-10-07
Maryland Capital Advisors Inc.
UNCHANGED14,38614,38600%$1.6M$1.5M-$134.4K2026-10-15
Accredited Investors Inc.
INCREASED14,37214,323+49+0%$1.6M$1.5M-$128.6K2026-11-03
White Lighthouse Investment Management Inc.
INCREASED14,35814,010+348+2%$1.6M$1.5M-$94.7K2026-10-21
Greenfield Savings Bank
INCREASED14,33114,072+259+2%$1.6M$1.5M-$104.5K2026-10-07
Sheets Smith Wealth Management
DECREASED14,31717,226-2,909-17%$2.0M$1.5M-$463.2K2026-10-16
Proathlete Wealth Management LLC
INCREASED14,31113,206+1,105+8%$1.5M$1.5M-$8.6K2026-10-15
City State Bank
INCREASED14,26612,946+1,320+10%$1.5M$1.5M+$16.3K2026-10-20
EdgeRock Capital LLC
INCREASED14,25413,766+488+4%$1.6M$1.5M-$77.9K2026-11-03
Richards, Merrill & Peterson, Inc.
INCREASED14,22913,892+337+2%$1.6M$1.5M-$94.7K2026-10-19
Willis Johnson Wealth, Inc.
DECREASED14,22114,235-140%$1.6M$1.5M-$134.4K2026-11-03
SRH Advisors, LLC
UNCHANGED14,22114,22100%$1.6M$1.5M-$132.8K2026-10-22
Redhawk Wealth Advisors, Inc.
DECREASED14,21815,216-998-7%$1.7M$1.5M-$245.8K2026-10-14
Lazari Capital Management, Inc.
INCREASED14,20213,510+692+5%$1.5M$1.5M-$54.2K2026-10-20
Balboa Wealth Partners
INCREASED14,1989,631+4,567+47%$1.1M$1.5M+$384.7K2026-10-20
Root Financial Partners, LLC
INCREASED14,18512,881+1,304+10%$1.5M$1.5M+$15.2K2026-10-21
Holcombe Financial, Inc.
UNCHANGED14,17614,17600%$1.6M$1.5M-$132.4K2026-10-16
Sawgrass Asset Management LLC
DECREASED14,11714,989-872-6%$1.7M$1.5M-$230.6K2026-11-03
Swiss RE LTD
INCREASED14,0968,571+5,525+64%$970.8K$1.5M+$494.1K2026-11-06
Riverbend Wealth Management, LLC
DECREASED14,02214,250-228-2%$1.6M$1.5M-$156.8K2026-10-15
Beutel, Goodman & Co Ltd.
DECREASED13,95515,655-1,700-11%$1.8M$1.5K-$1.8M2026-11-04
KMG Fiduciary Partners, LLC
DECREASED13,93714,523-586-4%$1.6M$1.4M-$196.5K2026-10-14
Moody Lynn Lieberson & Walker, LLC
DECREASED13,93414,311-377-3%$1.6M$1.4M-$172.8K2026-10-14
Murphy Pohlad Asset Management LLC
DECREASED13,92713,967-400%$1.6M$1.4M-$134.7K2026-10-22
Howard Capital Management Group, LLC
INCREASED13,89913,739+160+1%$1.6M$1.4M-$111.7K2026-10-16
Center for Financial Planning, Inc.
INCREASED13,88611,807+2,079+18%$1.3M$1.4M+$105.7K2026-10-26
MW Advisory, LLC
INCREASED13,87211,552+2,320+20%$1.3M$1.4M+$133.2K2026-10-19
Ibex Wealth Advisors
INCREASED13,86312,017+1,846+15%$1.4M$1.4M+$79.7K2026-11-06
S.A. Mason LLC
INCREASED13,84813,844+4+0%$1.6M$1.4M-$128.9K2026-10-13
Interchange Capital Partners, LLC
DECREASED13,78515,067-1,282-9%$1.7M$1.4M-$272.6K2026-10-28
Olistico Wealth, LLC
INCREASED13,78211,853+1,929+16%$1.3M$1.4M+$89.8K2026-10-05
Great Diamond Partners, LLC
DECREASED13,76213,789-270%$1.6M$1.4M-$131.6K2026-10-13
InTrack Investment Management Inc
DECREASED13,76113,890-129-1%$1.6M$1.4M-$143.1K2026-10-15
Centennial Wealth Advisory LLC
INCREASED13,75012,574+1,176+9%$1.4M$1.4M+$5.4K2026-10-16
Income Insurance Ltd
INCREASED13,71213,412+300+2%$1.5M$1.4M-$94.1K2026-10-21
Cahaba Wealth Management, Inc.
INCREASED13,71112,739+972+8%$1.4M$1.4M-$17.9K2026-10-26
Targeted Financial Services LLC
DECREASED13,70718,807-5,100-27%$2.1M$1.4M-$705.6K2026-10-19
Brandywine OAK Private Wealth LLC
DECREASED13,69314,143-450-3%$1.6M$1.4M-$178.9K2026-10-23
San Luis Wealth Advisors LLC
INCREASED13,67513,276+399+3%$1.5M$1.4M-$82.6K2026-10-27
Heck Capital Advisors, LLC
INCREASED13,67112,624+1,047+8%$1.4M$1.4M-$9.1K2026-10-14
Blackston Financial Advisory Group, LLC
DECREASED13,66013,874-214-2%$1.6M$1.4M-$151.9K2026-11-04
Winch Advisory Services, LLC
INCREASED13,63313,364+269+2%$1.5M$1.4M-$96.9K2026-11-06
Winthrop Capital Management, LLC
INCREASED13,62313,619+4+0%$1.5M$1.4M-$127.3K2026-11-05
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED13,56513,56500%$1.5M$1.4M-$126.7K2026-10-28
Accuvest Global Advisors
DECREASED13,56022,517-8,957-40%$2.5M$1.4M-$1.1M2026-11-04
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
INCREASED13,56013,458+102+1%$1.5M$1.4M-$115.1K2026-10-21
Kelman-Lazarov, Inc.
INCREASED13,50312,484+1,019+8%$1.4M$1.4M-$10.6K2026-11-09
Grace & White Inc
UNCHANGED13,50013,50000%$1.5M$1.4M-$126.1K2026-10-23
Milestone Asset Management, LLC
INCREASED13,49813,154+344+3%$1.5M$1.4M-$87.2K2026-10-15
Columbia Bank
INCREASED13,48412,058+1,426+12%$1.4M$1.4M+$35.6K2026-10-29
Forteris Wealth Management Inc.
DECREASED13,48014,052-572-4%$1.6M$1.4M-$190.7K2026-10-13
Beacon Financial Advisory LLC
INCREASED13,47913,307+172+1%$1.5M$1.4M-$106.4K2026-10-16
Core Wealth Partners LLC
DECREASED13,43314,226-793-6%$1.6M$1.4M-$215.3K2026-11-02
BankChampaign, National Association
DECREASED13,42813,727-299-2%$1.6M$1.4M-$159.3K2026-10-19
Sanders Morris Harris LLC
INCREASED13,42412,626+798+6%$1.4M$1.4M+$19.5K2026-10-14
L.K. Benson & Company, P.C.
UNCHANGED13,42013,42000%$1.5M$1.4M-$125.3K2026-10-23
Kenora Financial, LLC
INCREASED13,41711,599+1,818+16%$1.3M$1.4M+$80.6K2026-10-20
Souders Financial Advisors
DECREASED13,41316,190-2,777-17%$1.8M$1.4M-$439.7K2026-11-03
Analyst IMS Investment Management Services Ltd.
DECREASED13,36514,462-1,097-8%$1.6M$1.4K-$1.6M2026-11-05
Cassia Capital Partners, LLC
INCREASED13,35812,532+826+7%$1.4M$1.4M-$31.2K2026-11-04
Zions Bancorporation, National Association
DECREASED13,35728,086-14,729-52%$3.2M$1.4M-$1.8M2026-11-06
Hardy Reed LLC
INCREASED13,30211,294+2,008+18%$1.3M$1.4M+$103.2K2026-11-06
Paradigm Asset Management Co LLC
DECREASED13,30016,500-3,200-19%$1.9M$1.4M-$486.7K2026-11-05
Chapin Davis, Inc.
DECREASED13,29513,469-174-1%$1.5M$1.4M-$144.0K2026-10-09
Gray Private Wealth, LLC
NEW13,264—+13,264——$1.4M—2026-10-28
Legacy Financial Group, Inc.
INCREASED13,24813,137+111+1%$1.5M$1.4M-$111.2K2026-10-21
Titleist Asset Management, LLC
INCREASED13,23911,934+1,305+11%$1.4M$1.4M+$23.9K2026-10-08
Childress Capital Advisors, LLC
DECREASED13,16313,307-144-1%$1.5M$1.4M-$139.3K2026-10-28
Birch Hill Investment Advisors LLC
INCREASED13,13711,537+1,600+14%$1.3M$1.4M+$58.5K2026-10-16
MN Wealth Advisors, LLC
DECREASED13,12013,322-202-2%$1.5M$1.4M-$145.4K2026-10-23
Heritage Wealth Management, Inc.
INCREASED13,07912,273+806+7%$1.4M$1.4M-$30.9K2026-10-27
Gerald Baker Financial Group LLC
DECREASED13,07913,286-207-2%$1.5M$1.4M-$145.6K2026-10-09
Greykasell Wealth Strategies, Inc.
INCREASED13,06713,062+5+0%$1.5M$1.4M-$121.5K2026-11-09
Romano Brothers and Company
DECREASED13,05013,218-168-1%$1.5M$1.4M-$140.9K2026-10-22
Harbour Trust & Investment Management Co
INCREASED13,00812,905+103+1%$1.5M$1.4M-$109.8K2026-10-28
Foguth Wealth Management, Llc.
INCREASED12,99412,104+890+7%$1.4M$1.5M+$185.7K2026-10-19
Insight Advisors, LLC/ PA
DECREASED12,98614,077-1,091-8%$1.6M$1.3M-$244.8K2026-10-22
River Street Advisors LLC
INCREASED12,96412,156+808+7%$1.4M$1.3M-$29.6K2026-10-22
Cache Advisors, LLC
INCREASED12,9604,890+8,070+165%$553.8K$1.3M+$793.0K2026-10-16
Bauman Advisory Group, LLC
DECREASED12,92213,189-267-2%$1.5M$1.3M-$151.0K2026-10-29
Sunpointe, LLC
DECREASED12,90114,340-1,439-10%$1.6M$1.3M-$283.5K2026-10-22
Sprott Inc.
INCREASED12,8899,900+2,989+30%$1.1M$1.3M+$218.2K2026-11-09
Formuepleje A/S
DECREASED12,85914,912-2,053-14%$1.7M$1.3M-$352.6K2026-10-15
Iams Wealth Management, LLC
DECREASED12,81017,716-4,906-28%$2.0M$1.3M-$675.3K2026-10-15
Marest Capital, LLC
INCREASED12,80912,782+27+0%$1.4M$1.3M-$116.3K2026-10-23
Bernicke Wealth Management, Ltd.
INCREASED12,76412,548+216+2%$1.4M$1.3M-$94.8K2026-11-06
Wealth Effects LLC
INCREASED12,75612,278+478+4%$1.4M$1.3M-$65.0K2026-10-23
Arwa LLC
INCREASED12,72412,664+60+0%$1.5M$1.4M-$27.1K2026-10-21
Global Trust Wealth Management LLC
DECREASED12,65812,665-70%$1.4M$1.3M-$119.0K2026-10-14
Verum Partners LLC
INCREASED12,62111,824+797+7%$1.3M$1.3M-$27.6K2026-10-21
Dickmeyer Boyce Financial Management, Inc.
UNCHANGED12,61612,61600%$1.4M$1.3M-$117.8K2026-10-08
Hudock, Inc.
INCREASED12,60812,290+318+3%$1.4M$1.3M-$81.7K2026-10-14
Mainsail Financial Group, LLC
INCREASED12,58411,567+1,017+9%$1.3M$1.3M-$2.4K2026-10-23
Edgemoor Investment Advisors, Inc.
DECREASED12,58212,598-160%$1.4M$1.3M-$119.5K2026-11-03
626 Financial, LLC
DECREASED12,54812,710-162-1%$1.4M$1.3M-$135.6K2026-11-04
Annis Gardner Whiting Capital Advisors, LLC
INCREASED12,51611,554+962+8%$1.3M$1.3M-$7.9K2026-11-09
4Wealth Advisors, Inc.
DECREASED12,51313,857-1,344-10%$1.6M$1.3M-$251.5K2026-10-13
Waycross Investment Management Co
DECREASED12,50212,721-219-2%$1.4M$1.3M-$141.6K2026-10-14
DT Investment Partners, LLC
DECREASED12,46212,466-40%$1.4M$1.3M-$116.8K2026-10-27
Revolve Wealth Partners, LLC
DECREASED12,42913,701-1,272-9%$1.6M$1.3M-$260.2K2026-10-23
Correct Capital Wealth Management
INCREASED12,42510,000+2,425+24%$1.1M$1.3M+$158.6K2026-11-02
Corundum Group, Inc.
INCREASED12,42011,835+585+5%$1.3M$1.3M-$49.7K2026-10-28
Triangle Securities Wealth Management
DECREASED12,41212,472-600%$1.4M$1.3M-$122.7K2026-10-14
PKS Advisory Services, LLC
UNCHANGED12,37512,37500%$1.4M$1.4M$02026-10-26
SmartHarvest Portfolios, LLC
DECREASED12,35417,839-5,485-31%$2.0M$1.3M-$736.6K2026-10-26
XY Planning Network, Inc.
INCREASED12,35011,564+786+7%$1.3M$1.3M-$26.4K2026-10-14
LSV Asset Management
UNCHANGED12,30012,30000%$1.4M$1.3K-$1.4M2026-11-06
Security Financial Services, Inc.
DECREASED12,29512,923-628-5%$1.5M$1.3M-$186.0K2026-10-29
Byrne Asset Management LLC
DECREASED12,24612,346-100-1%$1.4M$1.3M-$121.5K2026-10-06
RW Investment Management LLC
INCREASED12,24412,110+134+1%$1.4M$1.3M-$99.2K2026-11-03
Cyr Financial Inc.
INCREASED12,22810,809+1,419+13%$1.2M$1.3M+$46.5K2026-10-16
Adelphi Trust Co
DECREASED12,21013,234-1,024-8%$1.5M$1.3M-$230.0K2026-10-05
Excalibur Management Corp
INCREASED12,17311,408+765+7%$1.3M$1.3M-$27.1K2026-11-02
FSM Wealth Advisors, LLC
DECREASED12,17312,735-562-4%$1.4M$1.3M-$96.4K2026-10-27
Fortitude Advisory Group L.L.C.
INCREASED12,14910,732+1,417+13%$1.2M$1.3M+$47.1K2026-10-15
Blue Line Capital, LLC / IL
NEW12,142—+12,142——$1.3M—2026-11-04
PFW Advisors LLC
DECREASED12,12612,185-590%$1.4M$1.3M-$119.9K2026-10-07
MRA Advisory Group
DECREASED12,09419,865-7,771-39%$2.2M$1.3M-$993.1K2026-10-07
United Community Bank
DECREASED12,09413,590-1,496-11%$1.5M$1.3M-$282.4K2026-10-28
Investors Asset Management of Georgia Inc
DECREASED12,08712,272-185-2%$1.4M$1.3M-$133.8K2026-10-20
Paragon Capital Management Ltd
INCREASED12,08112,077+4+0%$1.4M$1.3M-$112.4K2026-10-09
Able Financial Group, LLC
INCREASED12,07010,680+1,390+13%$1.2M$1.3M+$44.7K2026-10-14
Cromwell Holdings LLC
DECREASED12,06112,383-322-3%$1.4M$1.3M-$149.1K2026-10-28
Personal CFO Solutions, LLC
DECREASED12,02215,806-3,784-24%$1.8M$1.2M-$540.9K2026-11-06
Zevenbergen Capital Investments LLC
NEW12,000—+12,000——$1.2M—2026-10-08
Convergence Financial, LLC
DECREASED11,99822,440-10,442-47%$2.5M$1.2M-$1.3M2026-10-27
Seamount Financial Group Inc
INCREASED11,97511,586+389+3%$1.3M$1.2M-$67.8K2026-10-21
Wespac Advisors, LLC
DECREASED11,95412,045-91-1%$1.4M$1.2M-$121.9K2026-10-26
Rainier Family Wealth Inc
INCREASED11,92311,792+131+1%$1.3M$1.2M-$96.5K2026-11-02
Centennial Bank
DECREASED11,89111,999-108-1%$1.4M$1.2M-$123.3K2026-11-09
LifeSteps Financial, Inc.
DECREASED11,80911,965-156-1%$1.4M$1.2M-$128.0K2026-10-15
Cushing Capital Partners, LLC
INCREASED11,7809,443+2,337+25%$1.1M$1.2M+$154.7K2026-10-20
Meriwether Wealth & Planning, LLC
INCREASED11,7479,057+2,690+30%$1.0M$1.2M+$195.0K2026-10-13
Reynders McVeigh Capital Management, LLC
DECREASED11,71612,084-368-3%$1.4M$1.2M-$151.5K2026-10-30
Prescott Group Capital Management, L.L.C.
UNCHANGED11,70011,70000%$1.3M$1.2M-$109.3K2026-10-30
Cannon Advisors, Inc.
INCREASED11,6963,024+8,672+287%$343.8K$1.3M+$969.5K2026-10-14
Laurel OAK Wealth Management, LLC
INCREASED11,69210,907+785+7%$1.2M$1.2M-$20.3K2026-10-19
Gilman Hill Asset Management, LLC
DECREASED11,65213,199-1,547-12%$1.5M$1.2M-$284.0K2026-10-13
Mainstream Capital Management LLC
DECREASED11,64312,939-1,296-10%$1.5M$1.2M-$255.5K2026-10-23
M&G Plc
DECREASED11,61713,302-1,685-13%$1.5M$1.2M-$295.0K2026-11-04
United Asset Strategies, Inc.
INCREASED11,61711,255+362+3%$1.3M$1.2M-$67.5K2026-10-28
Wilkins Investment Counsel Inc
DECREASED11,55612,806-1,250-10%$1.5M$1.2M-$249.5K2026-11-03
Seven Mile Advisory
DECREASED11,55411,607-530%$1.3M$1.2M-$113.9K2026-10-22
Gutierrez Wealth Advisory, LLC
DECREASED11,54312,641-1,098-9%$1.4M$1.2M-$232.2K2026-11-02
New Covenant Trust Company, N.A.
INCREASED11,5389,991+1,547+15%$1.1M$1.2M+$67.4K2026-10-08
Kassira Wealth Management LLC
INCREASED11,53811,450+88+1%$1.3M$1.2M-$97.8K2026-10-28
KFA Private Wealth Group, LLC
INCREASED11,51611,291+225+2%$1.3M$1.2M-$82.1K2026-10-07
J. Derek Lewis & Associates Inc.
INCREASED11,49911,304+195+2%$1.3M$1.2M-$85.3K2026-11-03
LexAurum Advisors, LLC
INCREASED11,49211,313+179+2%$1.3M$1.2M-$87.1K2026-10-19
Texas Capital Bank Wealth Management Services Inc
DECREASED11,47611,913-437-4%$1.3M$1.2M-$156.7K2026-11-09
LFG Wealth Partners, LLC
INCREASED11,46210,501+961+9%$1.2M$1.2M+$1.9K2026-10-28
Goldenstone Wealth Management LLC
INCREASED11,44611,060+386+3%$1.3M$1.2M-$63.2K2026-11-04
Financial Planning Hawaii, Inc.
INCREASED11,43910,853+586+5%$1.2M$1.2M-$40.4K2026-10-13
Rosenberg Matthew Hamilton
INCREASED11,42111,103+318+3%$1.3M$1.2M-$70.7K2026-10-05
Montgomery Investment Management Inc
UNCHANGED11,41311,41300%$1.3M$1.2M-$106.6K2026-10-26
Tower View Wealth Management LLC
DECREASED11,39311,818-425-4%$1.3M$1.2M-$154.5K2026-10-23
First United Bank & Trust
INCREASED11,36011,341+19+0%$1.3M$1.2M-$104.0K2026-10-22
Aafmaa Wealth Management & Trust LLC
DECREASED11,35511,550-195-2%$1.3M$1.2M-$128.1K2026-10-14
Yankcom Partnership
INCREASED11,30911,008+301+3%$1.2M$1.2M-$71.5K2026-10-15
LVZ, Inc.
INCREASED11,30510,818+487+5%$1.2M$1.2M-$50.4K2026-10-20
Firethorn Wealth Partners, LLC
DECREASED11,28411,441-157-1%$1.3M$1.2M-$123.1K2026-10-14
Dorato Capital Management
UNCHANGED11,27811,27800%$1.3M$1.2M-$64.7K2026-10-08
May Hill Capital, LLC
INCREASED11,25510,172+1,083+11%$1.2M$1.2M+$17.5K2026-11-03
Prentice Wealth Management LLC
DECREASED11,25511,479-224-2%$1.3M$1.2M-$130.5K2026-10-20
Wealth Management Nebraska
DECREASED11,21511,990-775-6%$1.4M$1.2M-$192.5K2026-10-26
William John Sempolinski
INCREASED11,1929,591+1,601+17%$1.1M$1.2M+$76.8K2026-10-20
Trek Financial, LLC
INCREASED11,15010,587+563+5%$1.2M$1.2M-$40.4K2026-10-29
Wall Street Financial Group, Inc.
INCREASED11,13410,469+665+6%$1.2M$1.2M-$28.8K2026-11-09
Willow Creek Capital Management, Inc.
UNCHANGED11,12311,12300%$1.3M$1.3M$02026-10-16
Heritage Family Offices, LLP
DECREASED11,10611,747-641-5%$1.3M$1.2M-$176.3K2026-11-02
Good Steward Wealth Advisors,LLC
DECREASED11,08111,345-264-2%$1.3M$1.2M-$133.4K2026-11-06
Camden National Bank
UNCHANGED11,03611,03600%$1.2M$1.1M-$103.1K2026-11-02
Patriot Investment Management Group, Inc.
INCREASED11,01810,911+107+1%$1.2M$1.1M-$90.8K2026-10-15
Hunter Associates Investment Management LLC
INCREASED11,01811,016+2+0%$1.2M$1.1K-$1.2M2026-10-26
Abel Hall, LLC
DECREASED11,00214,614-3,612-25%$1.7M$1.1M-$511.9K2026-10-19
Wealthcare Capital Partners, LLC
INCREASED10,99110,946+45+0%$1.2M$1.1M-$97.5K2026-10-21
Pacific Sage Partners, LLC
INCREASED10,99110,989+2+0%$1.2M$1.1M-$102.4K2026-10-21
Earned Wealth Advisors, LLC
INCREASED10,98210,370+612+6%$1.2M$1.1M-$33.3K2026-11-06
Quantum Financial Partners LLC
DECREASED10,93211,685-753-6%$1.3M$1.1M-$187.4K2026-10-19
HBW Advisory Services LLC
INCREASED10,92310,872+51+0%$1.2M$1.1M-$96.3K2026-10-15
Mayfair Advisory Group, LLC
UNCHANGED10,91510,91500%$1.2M$1.1M-$60.6K2026-10-20
PCG Asset Management, LLC
INCREASED10,8916,815+4,076+60%$771.9K$1.1M+$359.9K2026-11-05
Hazlett, Burt & Watson, Inc.
INCREASED10,89010,583+307+3%$725.5K$1.1K-$724.3K2026-11-04
Revisor Wealth Management LLC
DECREASED10,88811,783-895-8%$1.3M$1.3M-$52.8K2026-10-20
Hendershot Investments Inc.
DECREASED10,88811,163-275-2%$1.3M$1.1M-$132.8K2026-11-05
Lantz Financial LLC
INCREASED10,88310,431+452+4%$1.2M$1.1M-$50.5K2026-10-15
Capital Square, LLC
DECREASED10,86811,317-449-4%$1.3M$1.1M-$159.6K2026-10-19
Semus Wealth Partners LLC
INCREASED10,86010,433+427+4%$1.2M$1.1M-$53.1K2026-10-22
Impact Capital Partners LLC
DECREASED10,84913,610-2,761-20%$1.5M$1.1M-$414.0K2026-10-22
Peregrine Asset Advisers, Inc.
INCREASED10,84710,518+329+3%$1.2M$1.1M-$64.0K2026-11-09
Blueprint Financial Advisors LLC
DECREASED10,81612,532-1,716-14%$1.4M$1.1M-$295.4K2026-10-28
SS&H Financial Advisors, Inc.
DECREASED10,81310,938-125-1%$1.2M$1.1K-$1.2M2026-10-28
Crown Wealth Group, LLC
DECREASED10,79312,136-1,343-11%$1.4M$1.1M-$252.9K2026-10-19
Quantum Financial Advisors, LLC
DECREASED10,77612,071-1,295-11%$1.4M$1.1M-$247.3K2026-11-03
Carson Advisory Inc.
DECREASED10,77210,778-60%$1.2M$1.1M-$101.3K2026-11-06
Brady Martz Wealth Solutions, LLC
INCREASED10,76310,347+416+4%$1.2M$1.1M-$53.4K2026-11-05
Retirement Planning Co of New England, Inc.
INCREASED10,76310,726+37+0%$1.2M$1.1M-$96.3K2026-10-15
Investment Planning Advisors, Inc.
INCREASED10,7609,567+1,193+12%$1.1M$1.1M+$34.6K2026-10-14
Atticus Wealth Management, LLC
INCREASED10,7515,829+4,922+84%$660.2K$1.1M+$457.0K2026-10-20
MFA Wealth Services
INCREASED10,73410,629+105+1%$1.2M$1.1M-$88.3K2026-10-14
Clarus Group, Inc.
DECREASED10,70412,957-2,253-17%$1.5M$1.1M-$355.2K2026-10-21
Hamilton Capital, LLC
DECREASED10,70111,742-1,041-9%$1.3M$1.1M-$217.9K2026-10-08
Coquina Private Wealth LLC
INCREASED10,68410,679+5+0%$1.2M$1.1M-$99.3K2026-10-27
First Fiduciary Investment Counsel, Inc.
UNCHANGED10,67310,67300%$1.2M$1.1K-$1.2M2026-10-27
Ninety One UK Ltd
NEW10,634—+10,634——$1.1M—2026-10-15
Matisse Capital
UNCHANGED10,62810,62800%$1.2M$1.1M-$99.3K2026-10-29
Steele Capital Management, Inc.
NEW10,608—+10,608——$1.1M—2026-11-02
Wulff, Hansen & Co.
DECREASED10,51310,530-170%$1.2M$1.1M-$100.1K2026-11-09
Hall Laurie J Trustee
UNCHANGED10,50810,50800%$1.2M$1.1M-$98.1K2026-10-06
Bingham Private Wealth, LLC
DECREASED10,48211,332-850-7%$1.3M$1.1M-$194.2K2026-11-05
Zinnia Wealth Advisory, LLC
DECREASED10,47412,308-1,834-15%$1.4M$1.1M-$305.6K2026-11-06
25 LLC
INCREASED10,4729,038+1,434+16%$1.0M$1.1M+$64.5K2026-10-13
First Financial Corp
UNCHANGED10,44010,44000%$1.2M$1.1M-$97.5K2026-10-13
QTR Family Wealth, LLC
DECREASED10,42316,303-5,880-36%$1.8M$1.1M-$763.3K2026-11-02
Oak Asset Management, LLC
DECREASED10,41010,948-538-5%$1.2M$1.1M-$158.2K2026-10-13
Allegheny Financial Group
INCREASED10,39710,345+52+1%$1.2M$1.1M-$91.2K2026-11-05
Persium Advisors, LLC
INCREASED10,3699,015+1,354+15%$1.0M$1.1M+$56.5K2026-10-07
Endeavor Private Wealth, Inc.
DECREASED10,34911,506-1,157-10%$1.3M$1.1M-$227.8K2026-11-05
Schneider Downs Wealth Management Advisors, LP
INCREASED10,3449,902+442+4%$1.1M$1.1M-$46.6K2026-10-27
Slocum, Gordon & Co LLP
DECREASED10,30511,085-780-7%$1.3M$1.1M-$184.6K2026-10-19
E&G Advisors, LLC
DECREASED10,29510,390-95-1%$1.2M$1.1M-$106.9K2026-10-13
Leo Wealth, LLC
NEW10,288—+10,288——$1.1M—2026-10-26
Linscomb Wealth, Inc.
DECREASED10,25810,374-116-1%$1.2M$1.1M-$109.0K2026-11-05
Parcion Private Wealth LLC
DECREASED10,25214,658-4,406-30%$1.7M$1.1M-$594.8K2026-10-28
West Family Investments, Inc.
DECREASED10,24113,700-3,459-25%$1.6M$1.1M-$487.4K2026-11-09
Red Mountain Financial, LLC
INCREASED10,24110,236+5+0%$1.2M$1.1M-$95.1K2026-11-03
KW Wealth Management LLC
NEW10,235—+10,235——$1.1M—2026-10-28
Lifetime Wealth Management P.C.
DECREASED10,23510,273-380%$1.2M$1.1M-$99.9K2026-10-29
Advisor Resource Council
DECREASED10,20911,000-791-7%$1.2M$1.1M-$146.3K2026-11-05
Tannin Capital LLC
DECREASED10,20511,053-848-8%$1.3M$1.1M-$191.4K2026-11-05
Pinnacle Bancorp, Inc.
INCREASED10,1829,765+417+4%$1.1M$1.1M-$47.9K2026-10-21
First Business Financial Services, Inc.
INCREASED10,1819,601+580+6%$1.1M$1.1M-$29.4K2026-10-29
Aull & Monroe Investment Management Corp
INCREASED10,1749,945+229+2%$1.1M$1.1M-$69.2K2026-10-16
WealthCare Investment Partners, LLC
DECREASED10,17110,695-524-5%$1.2M$1.1M-$154.3K2026-11-05
Baron Wealth Management LLC
DECREASED10,16511,432-1,267-11%$1.3M$1.1M-$238.5K2026-10-27
Berman McAleer LLC
DECREASED10,16310,308-145-1%$1.2M$1.1M-$111.3K2026-10-16
StoryOne LLC
INCREASED10,1325,461+4,671+86%$618.5K$1.1M+$434.4K2026-10-13
Park Capital Management, LLC / WI
INCREASED10,1279,553+574+6%$1.1M$1.1M-$29.6K2026-10-13
Aspiriant, LLC
DECREASED10,10814,793-4,685-32%$1.7M$1.1M-$625.0K2026-10-16
Mitchell Sinkler & Starr
DECREASED10,10710,147-400%$1.1M$1.1M-$98.9K2026-10-13
Pflug Koory, LLC
DECREASED10,09010,126-360%$1.1M$1.0M-$98.3K2026-10-26
Fermata Advisors, LLC
INCREASED10,0689,546+522+5%$1.1M$1.0M-$34.8K2026-10-13
KPP Advisory Services LLC
DECREASED10,06713,196-3,129-24%$1.5M$1.0M-$448.4K2026-10-26
Comgest Global Investors S.A.S.
DECREASED10,06712,663-2,596-20%$1.4M$1.0M-$388.0K2026-11-09
BXM Wealth LLC
DECREASED10,04610,246-200-2%$1.2M$1.0M-$116.5K2026-11-03
TFC Financial Management, Inc.
UNCHANGED10,03810,03800%$1.1M$1.0M-$93.7K2026-10-26
Patrick M Sweeney & Associates, Inc
INCREASED10,03710,002+35+0%$1.1M$1.0M-$89.7K2026-10-22
Connective Portfolio Management, LLC
NEW10,025—+10,025——$1.0M—2026-10-22
Violich Capital Management, Inc.
DECREASED10,02512,225-2,200-18%$1.4M$1.0M-$342.8K2026-10-05
Westside Investment Management, Inc.
DECREASED10,02010,023-30%$1.1M$1.0M-$93.1K2026-11-02
Emprise Bank
DECREASED10,01310,324-311-3%$1.2M$1.0M-$128.7K2026-10-07
Alta Capital Management LLC/
UNCHANGED10,00010,00000%$1.1M$1.0M-$93.4K2026-10-26
World Equity Group, Inc.
DECREASED9,97921,035-11,056-53%$2.4M$1.0M-$1.3M2026-10-14
Mengis Capital Management, Inc.
INCREASED9,9759,972+3+0%$1.1M$1.0M-$92.9K2026-10-13
Luts & Greenleigh Group, Inc.
DECREASED9,97210,016-440%$1.1M$1.0M-$98.2K2026-11-05
USAdvisors Wealth Management, LLC
DECREASED9,96410,455-491-5%$1.2M$1.0K-$1.2M2026-10-21
Alhambra Investment Management LLC
DECREASED9,96310,303-340-3%$1.2M$1.0M-$131.6K2026-10-15
Total Wealth Planning & Management, Inc.
INCREASED9,9349,511+423+4%$1.1M$1.0M-$44.8K2026-10-23
Primoris Wealth Advisors, LLC
UNCHANGED9,8849,88400%$1.1M$1.0M-$92.3K2026-10-28
Emergent Wealth Advisors, LLC
INCREASED9,8287,162+2,666+37%$923.5K$1.0M+$97.9K2026-10-09
First Bank & Trust
DECREASED9,82410,399-575-6%$1.2M$1.0M-$156.9K2026-10-19
Burns J W & Co Inc
INCREASED9,8145,802+4,012+69%$657.1K$1.0M+$362.7K2026-10-20
Capital Advisors Wealth Management, LLC
INCREASED9,8069,416+390+4%$1.1M$1.0M-$47.3K2026-10-09
Paladin Wealth, LLC
INCREASED9,8009,228+572+6%$1.0M$1.0M-$26.7K2026-10-23
StoneRidge PMG Advisors, LLC
NEW9,786—+9,786——$1.0K—2026-11-04
TSG Advice Partners, LLC
NEW9,784—+9,784——$1.1M—2026-10-29
V-Square Quantitative Management LLC
INCREASED9,7848,920+864+10%$1.0M$1.0M+$6.5K2026-10-15
Private Client Services, LLC
DECREASED9,75610,088-332-3%$1.1M$1.0M-$128.6K2026-10-02
Worth Asset Management, LLC
INCREASED9,7466,086+3,660+60%$689.3K$1.0M+$323.5K2026-10-07
J. L. Bainbridge & Co., Inc.
DECREASED9,7369,885-149-2%$1.1M$1.0M-$107.8K2026-10-20
Burkett Financial Services, LLC
INCREASED9,7329,712+20+0%$1.1M$1.0M-$88.6K2026-10-01
Stonebridge Financial Planning Group, LLC
INCREASED9,7279,604+123+1%$1.1M$1.0M-$76.8K2026-11-06
Tower Trust & Investment Co
INCREASED9,724342+9,382+2743%$38.7K$1.0M+$971.7K2026-10-28
Hardworking Capital Advisors, LLC
INCREASED9,6859,629+56+1%$1.1M$1.0M-$84.2K2026-10-20
Peoples Financial Services Corp.
DECREASED9,6129,791-179-2%$1.1M$998.9K-$110.0K2026-10-20
Raleigh Capital Management Inc.
INCREASED9,6129,588+24+0%$1.1M$998.8K-$87.1K2026-10-28
Coerente Capital Management
UNCHANGED9,6009,60000%$1.1M$997.6K-$89.7K2026-10-29
Keyes, Stange & Wooten Wealth Management, LLC
DECREASED9,5999,886-287-3%$1.1M$997.5K-$122.2K2026-11-03
Guardian Capital, LLC
DECREASED9,57310,802-1,229-11%$1.2M$994.9K-$228.5K2026-11-06
Wealth Dimensions Group, Ltd.
DECREASED9,5699,743-174-2%$1.1M$994.4K-$109.1K2026-11-02
Beverly Hills Private Wealth, LLC
DECREASED9,5599,947-388-4%$1.1M$993.4K-$133.2K2026-11-04
Sierra Summit Advisors LLC
DECREASED9,5509,580-300%$1.1M$992.4K-$92.6K2026-10-28
Avondale Wealth Management
UNCHANGED9,5509,55000%$1.1M$992.4K-$89.2K2026-10-15
Pension & Wealth Management Advisors, Inc.
INCREASED9,5444,007+5,537+138%$453.9K$991.9K+$538.0K2026-10-16
Stableford Capital II LLC
INCREASED9,5178,662+855+10%$981.1K$989.0K+$7.9K2026-10-09
Peterson Wealth Advisors, LLC
DECREASED9,5139,703-190-2%$1.1M$988.6K-$110.3K2026-10-08
Cordgrass Capital Advisors, LLC
UNCHANGED9,5119,51100%$1.1M$988.4K-$88.8K2026-10-30
JAG Capital Management, LLC
DECREASED9,48490,791-81,307-90%$10.3M$985.6K-$9.3M2026-11-06
Franklin, Parlapiano, Turner & Welch, LLC
UNCHANGED9,4839,48300%$1.1M$985.5K-$88.6K2026-10-30
Sage Mountain Advisors LLC
DECREASED9,46611,539-2,073-18%$1.3M$983.7K-$323.3K2026-11-02
Clearstead Trust, LLC
DECREASED9,4509,505-55-1%$1.1M$982.1K-$94.5K2026-11-06
United Financial Planning Group LLC
INCREASED9,4489,398+50+1%$1.1M$981.9K-$82.6K2026-11-04
Washington Trust Bank
DECREASED9,43710,149-712-7%$1.1M$980.7K-$168.8K2026-11-03
Armstrong Advisory Group, Inc
DECREASED9,4379,784-347-4%$1.1M$980.6K-$127.5K2026-10-09
Well Done, LLC
INCREASED9,4309,077+353+4%$1.0M$980.0K-$48.1K2026-10-20
Jacobsen Capital Management
DECREASED9,4299,514-85-1%$1.1M$979.9K-$97.7K2026-10-27
Potentia Wealth
INCREASED9,4239,416+7+0%$1.1M$979.3K-$87.2K2026-11-09
Reap Financial Group, LLC
INCREASED9,3948,883+511+6%$1.0M$976.2K-$29.8K2026-11-02
James Hambro & Partners LLP
UNCHANGED9,3729,37200%$1.1M$974.0K-$87.0K2026-10-19
Bryn Mawr Trust Advisors, LLC
DECREASED9,33810,069-731-7%$1.1M$970.4K-$170.0K2026-11-04
MMA Asset Management LLC
DECREASED9,33610,326-990-10%$1.2M$970.2K-$199.3K2026-11-02
Capstone Wealth Management Group, Inc.
INCREASED9,3268,166+1,160+14%$924.9K$969.2K+$44.3K2026-10-19
Mirador Capital Partners LP
DECREASED9,3229,504-182-2%$1.1M$968.7K-$107.7K2026-10-09
True Private Wealth Advisors
INCREASED9,3155,592+3,723+67%$633.3K$968.0K+$334.7K2026-10-19
Onyx Bridge Wealth Group LLC
DECREASED9,3129,589-277-3%$1.1M$967.8K-$118.3K2026-10-16
15 Wealth Advisors LLC
NEW9,310—+9,310——$967.5K—2026-10-14
MBE Wealth Management, LLC
INCREASED9,3069,217+89+1%$1.0M$967.1K-$76.9K2026-10-26
Cardiff Park Advisors, LLC
INCREASED9,3028,592+710+8%$973.2K$966.7K-$6.5K2026-11-09
South Shore Capital Advisors
DECREASED9,3009,413-113-1%$1.1M$966.4K-$99.7K2026-10-20
55 North Private Wealth, LLC
INCREASED9,2918,690+601+7%$984.2K$965.5K-$18.7K2026-10-20
Third View Private Wealth, LLC
DECREASED9,2719,461-190-2%$1.1M$963.4K-$108.1K2026-10-30
Vivid Wealth Management, LLC
INCREASED9,2719,165+106+1%$1.0M$963.4K-$74.6K2026-10-27
InvesTrust
DECREASED9,2679,467-200-2%$1.1M$963.0K-$109.2K2026-10-14
Weaver Consulting Group
DECREASED9,2649,322-58-1%$1.1M$962.7K-$93.1K2026-10-07
Prevail Innovative Wealth Advisors, LLC
DECREASED9,25634,410-25,154-73%$3.9M$1.0M-$2.9M2026-10-20
McKinley Carter Wealth Services, Inc.
DECREASED9,2319,575-344-4%$1.1M$959.2K-$125.2K2026-10-16
Smith Shellnut Wilson LLC
DECREASED9,2109,510-300-3%$1.1M$957.1K-$120.0K2026-10-21
Kennondale Capital Management LLC
UNCHANGED9,1889,18800%$1.0M$954.8K-$85.8K2026-11-09
Corps Capital Advisors, LLC
UNCHANGED9,1849,18400%$1.0M$954.4K-$85.8K2026-11-05
AMG Asset Management Group, Inc.
INCREASED9,1786,343+2,835+45%$718.4K$953.8K+$235.4K2026-10-21
QP Wealth Management, LLC
INCREASED9,1739,011+162+2%$1.0M$953.3K-$67.3K2026-10-20
Altura Wealth Advisors Inc.
INCREASED9,1548,017+1,137+14%$908.0K$951.3K+$43.3K2026-10-22
Heartwood Wealth Advisors LLC
INCREASED9,1538,959+194+2%$1.0M$951.2K-$63.5K2026-10-05
Legacy Financial Independent Advisors LLC
DECREASED9,14815,390-6,242-41%$1.7M$950.7K-$792.4K2026-11-02
Galvin, Gaustad & Stein, LLC
UNCHANGED9,1329,13200%$1.0M$949.1K-$85.2K2026-10-08
Investment Research Partners LLC
DECREASED9,12911,411-2,282-20%$1.3M$948.6K-$343.7K2026-10-19
Pecaut & Co.
DECREASED9,12412,123-2,999-25%$1.4M$948.2K-$424.8K2026-10-27
Arnhold LLC
DECREASED9,1159,395-280-3%$1.1M$947.2K-$116.8K2026-10-26
CPC Advisors, LLC
INCREASED9,1062,854+6,252+219%$323.2K$946.3K+$623.0K2026-10-21
Ironwood Financial, llc
DECREASED9,0899,124-350%$1.0M$944.5K-$102.8K2026-10-20
Builder Investment Group Inc
DECREASED9,0669,067-10%$1.0M$942.2K-$84.7K2026-10-22
Boyd Watterson Asset Management LLC
DECREASED9,0519,251-200-2%$1.0M$940.6K-$107.2K2026-11-06
Kuhn & Co Investment Counsel
INCREASED9,0458,864+181+2%$1.0M$940.0K-$64.0K2026-10-29
Bright Futures Wealth Management, Llc.
INCREASED9,0428,759+283+3%$992.1K$939.7K-$52.4K2026-10-23
TFR Capital, Llc.
DECREASED9,0349,344-310-3%$1.1M$938.8K-$119.5K2026-11-09
Pegasus Asset Management, Inc.
UNCHANGED9,0289,02800%$1.0M$938.2K-$84.3K2026-11-03
Hobart Private Capital, LLC
DECREASED9,0259,470-445-5%$1.1M$937.9K-$134.7K2026-10-19
Elevated Financial Group LLC
DECREASED9,02410,563-1,539-15%$1.2M$937.7K-$258.6K2026-10-16
Shepherd Street Advisors LLC
DECREASED9,0229,062-400%$1.0M$1.0M-$15.1K2026-10-21
Sendero Wealth Management, LLC
INCREASED9,0008,558+442+5%$969.2K$935.3K-$34.0K2026-10-14
Dominguez Wealth Management Solutions, Inc.
DECREASED8,9979,043-46-1%$1.0M$935.0K-$89.2K2026-10-07
Curtis Advisory Group, LLC
UNCHANGED8,9758,97500%$1.0M$932.7K-$83.8K2026-10-28
Financial Management Professionals, Inc.
INCREASED8,9648,210+754+9%$929.8K$931.5K+$1.7K2026-10-23
Cambridge Financial Group, LLC
UNCHANGED8,9618,96100%$1.0M$1.0M$02026-10-06
University of Texas S AM Investment Management Co
DECREASED8,96042,464-33,504-79%$4.8M$931.1K-$3.9M2026-11-03
Private Advisory Group LLC
DECREASED8,9479,858-911-9%$1.1M$929.8K-$186.7K2026-11-06
First Bancorp, Inc
DECREASED8,9308,948-180%$1.0M$928.0K-$85.4K2026-10-26
Richard P Slaughter Associates Inc
INCREASED8,9268,898+28+0%$1.0M$927.6K-$80.2K2026-10-13
Southern Capital Advisors, LLC
DECREASED8,9218,968-47-1%$1.0M$927.1K-$88.6K2026-10-26
Larry Mathis Financial Planning, LLC
UNCHANGED8,9148,91400%$1.0M$926.4K-$83.3K2026-10-26
Plan A Wealth LLC
INCREASED8,8982,426+6,472+267%$274.8K$924.7K+$649.9K2026-10-08
Partners Wealth Management, LLC
INCREASED8,8885,545+3,343+60%$628.1K$923.6K+$295.6K2026-10-28
Virtue Capital Management, LLC
INCREASED8,8818,782+99+1%$994.6K$922.9K-$71.6K2026-10-29
Almanack Investment Partners, Llc.
INCREASED8,8808,153+727+9%$923.4K$922.8K-$6132026-11-03
Five Oceans Advisors
DECREASED8,8789,894-1,016-10%$1.1M$922.6K-$198.0K2026-10-22
Hubbell Strickland Wealth Management, LLC
INCREASED8,8758,867+8+0%$1.0M$922.3K-$82.0K2026-10-29
Keudell ison Wealth Management
DECREASED8,85410,175-1,321-13%$1.2M$920.1K-$232.3K2026-10-16
Sara-Bay Financial
INCREASED8,8448,834+10+0%$1.0M$919.0K-$81.5K2026-10-21
Seven Hills Financial, LLC
NEW8,841—+8,841——$918.7K—2026-10-13
Middleton & Co Inc
DECREASED8,7769,396-620-7%$1.1M$912.0K-$152.2K2026-10-23
Vicus Capital
INCREASED8,7568,702+54+1%$985.6K$909.9K-$75.8K2026-11-05
Traveka Wealth, LLC
INCREASED8,7518,081+670+8%$915.2K$909.4K-$5.8K2026-10-19
Essential Planning, Llc.
UNCHANGED8,7388,73800%$989.7K$908.1K-$81.6K2026-10-21
Advisory Resource Group
INCREASED8,7358,513+222+3%$964.1K$907.8K-$56.4K2026-10-26
Legacy Advisors, LLC
INCREASED8,7128,646+66+1%$979.3K$905.3K-$73.9K2026-10-19
Curated Wealth Partners LLC
INCREASED8,6944,315+4,379+101%$488.7K$903.5K+$414.8K2026-10-15
Veracity Capital LLC
INCREASED8,6868,085+601+7%$915.7K$902.6K-$13.0K2026-10-08
Asahi Life Asset Management Co., Ltd.
DECREASED8,66312,045-3,382-28%$1.4M$900.3K-$464.0K2026-11-06
Willner & Heller, LLC
DECREASED8,6578,785-128-1%$994.9K$899.6K-$95.4K2026-10-28
S&A Financial Services, Inc.
DECREASED8,6319,317-686-7%$1.1M$896.9K-$158.3K2026-11-03
Fulton Breakefield Broenniman LLC
INCREASED8,6268,245+381+5%$933.8K$896.4K-$37.4K2026-11-03
BLB&B Advisors, LLC
INCREASED8,5997,900+699+9%$894.7K$893.6K-$1.1K2026-10-27
Clark Asset Management, LLC
DECREASED8,5959,021-426-5%$1.0M$893.2K-$128.5K2026-10-19
LiftPoint Family Wealth Advisors LLC
DECREASED8,5908,725-135-2%$988.2K$892.7K-$95.5K2026-11-03
Sepio Capital, LP
DECREASED8,57112,725-4,154-33%$1.4M$890.7K-$550.5K2026-10-22
Kingsbury Capital Investment Advisors LLC
DECREASED8,56510,736-2,171-20%$1.2M$890.1K-$325.9K2026-10-20
Retirement Investment Advisors, Inc.
DECREASED8,5618,621-60-1%$989.5K$889.7K-$99.9K2026-10-22
Compass Ion Advisors, LLC
DECREASED8,5598,951-392-4%$1.0M$889.5K-$124.3K2026-10-23
CapWealth Advisors, LLC
INCREASED8,5497,824+725+9%$886.1K$888.4K+$2.3K2026-10-05
Accel Wealth Management
INCREASED8,5448,410+134+2%$952.5K$887.9K-$64.6K2026-10-13
McLean Asset Management Corp
DECREASED8,5318,663-132-2%$963.3K$1.1M+$126.3K2026-11-06
Thoma Capital Management LLC
INCREASED8,5178,337+180+2%$944.3K$885.1K-$59.2K2026-10-19
Trinity Financial Advisors LLC
UNCHANGED8,4988,49800%$962.5K$883.1K-$79.4K2026-10-09
Valley National Advisers Inc
DECREASED8,4919,250-759-8%$1.0M$882.4K-$165.3K2026-10-23
Precedent Wealth Partners, LLC
INCREASED8,4677,877+590+7%$892.1K$879.9K-$12.2K2026-10-21
Elwood & Goetz Wealth Advisory Group, LLC
DECREASED8,4308,582-152-2%$972.0K$876.0K-$96.0K2026-10-28
Geneva Capital Management LLC
DECREASED8,42817,032-8,604-51%$1.9M$875.8K-$1.1M2026-11-09
Unify Financial Advisors
INCREASED8,4025,310+3,092+58%$601.4K$873.1K+$271.7K2026-11-03
Cherokee Insurance Co
UNCHANGED8,4008,40000%$951.4K$872.9K-$78.5K2026-11-05
Commonwealth Retirement Investments LLC
INCREASED8,3958,320+75+1%$942.3K$872.4K-$69.9K2026-10-26
Boston Trust Walden Corp
DECREASED8,3888,475-87-1%$959.9K$871.7K-$88.2K2026-10-30
Sage Private Wealth Group, LLC
INCREASED8,3857,462+923+12%$845.1K$871.4K+$26.3K2026-10-21
Rothwell Investment Advisors, LLC
NEW8,372—+8,372——$870.0K—2026-11-06
Renasant Bank
INCREASED8,3678,133+234+3%$921.1K$869.5K-$51.6K2026-11-05
Richardson Financial Services Inc.
INCREASED8,3678,167+200+2%$925.0K$869.5K-$55.5K2026-10-30
Ramsay, Stattman, Vela & Price, Inc.
INCREASED8,3418,211+130+2%$930.0K$866.8K-$63.2K2026-10-19
FAI Advisors, Inc.
INCREASED8,3308,280+50+1%$937.8K$865.7K-$72.1K2026-10-27
Eagle Rock Investment Company, LLC
DECREASED8,2688,334-66-1%$943.9K$859.2K-$84.7K2026-10-21
Sterling Investment Advisors LLC
DECREASED8,2458,549-304-4%$968.4K$856.9K-$111.5K2026-10-27
Arkansas Financial Group, Inc.
DECREASED8,2198,244-250%$933.7K$854.1K-$79.6K2026-10-26
AMI Investment Management Inc
INCREASED8,2157,977+238+3%$903.5K$853.7K-$49.8K2026-10-27
Lynx Investment Advisory
DECREASED8,2118,359-148-2%$946.8K$853.2K-$93.5K2026-10-27
Commerce Advisors, LLC
INCREASED8,2078,202+5+0%$928.9K$852.9K-$76.1K2026-10-19
Strategic Advisors LLC
DECREASED8,19512,135-3,940-32%$1.4M$851.6K-$522.7K2026-10-13
Warburton Capital Management, LLC
INCREASED8,1855,653+2,532+45%$640.0K$1.0M+$382.0K2026-11-06
Newman Dignan & Sheerar, Inc.
DECREASED8,1728,572-400-5%$970.9K$849.3K-$121.6K2026-10-21
Burton Enright Welch
INCREASED8,1613,889+4,272+110%$440.5K$848.1K+$407.6K2026-11-04
Phillips Financial Management, LLC
INCREASED8,1598,137+22+0%$921.6K$847.9K-$73.7K2026-10-19
Abound Wealth Management
INCREASED8,1511,963+6,188+315%$222.3K$847.1K+$624.7K2026-10-26
Koa Wealth Management, LLC
DECREASED8,1428,343-201-2%$944.9K$846.1K-$98.8K2026-10-14
Deseret Mutual Benefit Administrators
DECREASED8,1358,247-112-1%$934.1K$845.4K-$88.7K2026-11-04
Cape Investment Advisory, Inc.
INCREASED8,1224,905+3,217+66%$555.5K$844.0K+$288.5K2026-10-13
One Day In July LLC
DECREASED8,1118,483-372-4%$960.8K$842.9K-$117.9K2026-10-30
Gunderson Capital Management LLC
NEW8,109—+8,109——$842.7K—2026-10-15
Doliver Advisors, LP
DECREASED8,0988,232-134-2%$932.4K$841.5K-$90.8K2026-10-01
Mechanics Financial Corp
INCREASED8,0988,041+57+1%$910.7K$841.5K-$69.2K2026-11-05
Summit Global Investments
INCREASED8,0917,461+630+8%$845.0K$841-$844.2K2026-10-28
Sentinel Trust Co LBA
INCREASED8,0855,792+2,293+40%$656$840+$1842026-11-03
Watchman Group, Inc.
INCREASED8,0627,883+179+2%$892.9K$837.8K-$55.0K2026-10-16
New England Capital Financial Advisors LLC
INCREASED8,0528,038+14+0%$910.4K$836.7K-$73.7K2026-11-03
Connecticut Capital Management Group, LLC
INCREASED8,0517,992+59+1%$905.2K$836.7K-$68.5K2026-10-29
Oakmont Investment Advisors, Inc.
INCREASED8,0477,850+197+3%$888.8K$836.0K-$52.8K2026-10-21
Davidson Trust Co
DECREASED8,0428,162-120-1%$924.4K$835.7K-$88.7K2026-10-09
Meramec Financial Planners, LLC
INCREASED8,0355,189+2,846+55%$579.9K$1.0M+$428.6K2026-11-09
Outlook Wealth Advisors, LLC
UNCHANGED8,0238,02300%$908.7K$833.8K-$74.9K2026-10-28
Clay Northam Wealth Management, LLC
DECREASED8,0198,214-195-2%$930.3K$833.3K-$97.0K2026-10-13
Flynn Zito Capital Management, LLC
INCREASED8,0187,967+51+1%$902.3K$833.2K-$69.1K2026-11-04
Caldwell Sutter Capital, Inc.
DECREASED8,0028,056-54-1%$912.4K$831.6K-$80.9K2026-11-09
Inspirion Wealth Advisors, LLC
INCREASED7,9787,680+298+4%$835.7K$829.0K-$6.7K2026-10-09
TAGStone Capital, Inc.
INCREASED7,9767,975+1+0%$903.3K$828.9K-$74.4K2026-11-09
RIA Advisory Group LLC
DECREASED7,97410,365-2,391-23%$1.2M$828.7K-$345.2K2026-10-15
Silver Grove Financial Group, Inc.
INCREASED7,9747,672+302+4%$869.0K$828.7K-$40.3K2026-11-05
Diversified Management Inc
DECREASED7,9448,444-500-6%$956.3K$825.6K-$130.7K2026-10-08
OAK Family Advisors, LLC
UNCHANGED7,9337,93300%$898.5K$824.4K-$74.1K2026-10-19
Van Cleef Asset Management,Inc
UNCHANGED7,9227,92200%$897.2K$823.3K-$74.0K2026-10-20
Spinnaker Investment Group, LLC
DECREASED7,9038,568-665-8%$970.4K$821.3K-$149.1K2026-10-13
Integral Investment Advisors, Inc.
DECREASED7,8968,233-337-4%$932.5K$820.6K-$111.9K2026-11-03
Sweeney & Michel, LLC
DECREASED7,8708,141-271-3%$910.6K$817.8K-$92.8K2026-10-16
Ironsides Asset Advisors, LLC
INCREASED7,8637,185+678+9%$813.8K$817.1K+$3.4K2026-10-20
Advisory Advocates, LLC
DECREASED7,8618,281-420-5%$937.9K$816.9K-$121.0K2026-11-05
Financial Solutions Advisory Group, Inc.
INCREASED7,8577,841+16+0%$879.8K$933.5K+$53.7K2026-10-28
Fusion Capital, LLC
DECREASED7,8548,114-260-3%$919.0K$816.2K-$102.8K2026-10-28
Lodestar Private Asset Management LLC
DECREASED7,8459,295-1,450-16%$1.1M$815.2K-$237.5K2026-10-26
Cdkv Holdings LLC
UNCHANGED7,8127,81200%$884.8K$811.8K-$72.9K2026-10-28
Rational Advisors, Inc.
DECREASED7,81027,294-19,484-71%$3.1M$811.6K-$2.3M2026-11-02
True North Advisors, LLC
DECREASED7,8018,291-490-6%$939.1K$810.6K-$128.4K2026-10-22
bLong Financial, LLC
UNCHANGED7,7977,79700%$883.1K$810.3K-$72.8K2026-10-29
Scratch Capital LLC
INCREASED7,7447,481+263+4%$847.3K$804.8K-$42.5K2026-11-02
Barnes Wealth Management Group, Inc
INCREASED7,7215,994+1,727+29%$678.9K$802.4K+$123.5K2026-11-09
1834 Investment Advisors Co
INCREASED7,6816,581+1,100+17%$745.4K$798.2K+$52.8K2026-10-16
Optivise Advisory Services LLC
INCREASED7,6597,413+246+3%$839.6K$795.9K-$43.6K2026-10-19
Werba Rubin Papier Wealth Management
DECREASED7,6578,630-973-11%$977.4K$795.7K-$181.7K2026-11-06
Advisors Management Group Inc
DECREASED7,6477,650-30%$866.0K$794-$865.2K2026-11-05
Friday Financial
INCREASED7,6427,511+131+2%$837.8K$796.8K-$41.0K2026-10-09
BAM Wealth Management, LLC
INCREASED7,6337,626+7+0%$863.7K$793.2K-$70.5K2026-10-15
Blue Bell Private Wealth Management, LLC
UNCHANGED7,6227,62200%$863.3K$792.1K-$71.2K2026-10-29
Ejmk Ventures LLC
INCREASED7,6196,868+751+11%$777.9K$791.7K+$13.8K2026-10-21
Jacksonville Wealth Management, LLC
DECREASED7,6187,631-130%$864.3K$791.6K-$72.7K2026-10-30
BOS Asset Management, LLC
UNCHANGED7,6147,61400%$862.4K$791.2K-$71.1K2026-10-09
Norris Perne & French LLP
DECREASED7,61110,315-2,704-26%$1.2M$790.9K-$377.3K2026-10-23
Tandem Investment Partners LLC
UNCHANGED7,6107,61000%$861.9K$790.8K-$71.1K2026-10-16
Oakwell Private Wealth Management, LLC
INCREASED7,5966,988+608+9%$791.4K$789.4K-$2.1K2026-11-06
Founders Capital Management, LLC
UNCHANGED7,5947,59400%$860.1K$789.2K-$70.9K2026-10-23
Castleview Partners, LLC
INCREASED7,5937,449+144+2%$843.7K$789.1K-$54.6K2026-10-09
Ellsworth Advisors, LLC
INCREASED7,5897,282+307+4%$819.5K$788.7K-$30.8K2026-10-15
Warwick Investment Management, Inc.
INCREASED7,5707,276+294+4%$824.0K$786.7K-$37.3K2026-10-19
Baker Tilly Wealth Management, LLC
DECREASED7,5677,852-285-4%$889.3K$786.4K-$103.0K2026-10-05
Nadler Financial Group, Inc.
INCREASED7,5577,110+447+6%$805.3K$785.3K-$20.0K2026-10-23
Mirabaud & Cie SA
DECREASED7,5509,050-1,500-17%$1.0M$784.6K-$240.4K2026-10-27
West Paces Advisors Inc.
DECREASED7,5487,627-79-1%$863.8K$784.4K-$79.4K2026-10-13
Montz Harcus Wealth Management LLC
INCREASED7,5476,926+621+9%$784.4K$784.2K-$1712026-10-09
Paragon Private Wealth Management, LLC
DECREASED7,52511,901-4,376-37%$1.3M$782.0K-$565.8K2026-10-20
LJI Wealth Management, LLC
INCREASED7,5127,387+125+2%$836.7K$780.7K-$56.0K2026-10-28
Fortem Financial Group, LLC
DECREASED7,5037,671-168-2%$868.8K$779.7K-$89.2K2026-10-20
Sava Infond d.o.o.
INCREASED7,5002,250+5,250+233%$254.8K$779.4K+$524.6K2026-10-28
Wagner Wealth Management, LLC
DECREASED7,4957,524-290%$852.1K$778.9K-$73.2K2026-10-21
Kohmann Bosshard Financial Services, LLC
INCREASED7,4697,104+365+5%$804.5K$776.1K-$28.4K2026-11-04
Cannon Financial Strategists, Inc.
DECREASED7,4627,564-102-1%$856.7K$775.5K-$81.2K2026-10-19
Gleason Group, Inc.
DECREASED7,4327,803-371-5%$883.8K$772.3K-$111.5K2026-10-15
Invera Wealth Advisors, LLC
INCREASED7,4156,829+586+9%$773.5K$770.6K-$2.9K2026-10-28
Tucker Asset Management LLC
INCREASED7,4082,036+5,372+264%$230.6K$769.9K+$539.3K2026-10-29
Evolution Wealth Advisors, LLC
INCREASED7,3945,893+1,501+25%$667.4K$768.4K+$100.9K2026-11-03
Bigelow Investment Advisors, LLC
INCREASED7,3836,585+798+12%$745.8K$767.2K+$21.4K2026-10-13
Trilogy Capital Inc.
DECREASED7,3347,351-170%$832.5K$762.2K-$70.4K2026-10-20
LightSquare Wealth Management, LLC
INCREASED7,3306,963+367+5%$788.7K$761.8K-$26.9K2026-11-03
Investors Research Corp
DECREASED7,3257,675-350-5%$869.3K$761.2K-$108.1K2026-10-07
Terril Brothers, Inc.
UNCHANGED7,3207,32000%$829.1K$760.7K-$68.4K2026-11-06
Gimbal Financial
DECREASED7,3117,372-61-1%$835.0K$759.7K-$75.3K2026-10-19
Paulson Wealth Management Inc.
INCREASED7,3086,498+810+12%$736.0K$759.5K+$23.5K2026-11-02
Kennedy Investment Group, Inc.
DECREASED7,3037,376-73-1%$835.5K$759.0K-$76.5K2026-10-21
Vann Equity Management LLC
DECREASED7,29313,408-6,115-46%$1.5M$757.9K-$760.6K2026-10-08
Lighthouse Wealth Management Inc.
UNCHANGED7,2927,29200%$825.9K$757.8K-$68.1K2026-10-13
Compass Wealth Management, LLC
UNCHANGED7,2867,28600%$825.2K$757.2K-$68.0K2026-10-30
West Bancorporation Inc
DECREASED7,2697,943-674-8%$899.6K$755.4K-$144.2K2026-10-29
Montis Financial, LLC
DECREASED7,2697,585-316-4%$859.1K$755.4K-$103.7K2026-11-04
Petros Family Wealth, LLC
INCREASED7,2537,058+195+3%$799.4K$753.7K-$45.7K2026-10-28
Grandfield & Dodd, LLC
UNCHANGED7,2447,24400%$820.5K$752.8K-$67.7K2026-10-29
Northside Capital Management, LLC
UNCHANGED7,2397,23900%$819.9K$752.3K-$67.6K2026-10-13
Cross Staff Investments Inc
UNCHANGED7,2367,23600%$819.5K$751.9K-$67.6K2026-10-22
Challenger Wealth Management
DECREASED7,2247,888-664-8%$893.5K$750.7K-$142.8K2026-10-30
Everest Financial Group LLC
INCREASED7,2194,666+2,553+55%$528.4K$750.2K+$221.8K2026-11-06
Lodestone Wealth Management LLC
INCREASED7,2176,386+831+13%$723.3K$750.0K+$26.7K2026-10-14
Athena Wealth Management, LLC
INCREASED7,1777,173+4+0%$812.4K$745.8K-$66.6K2026-10-09
Echo45 Advisors LLC
INCREASED7,1674,403+2,764+63%$498.7K$744.8K+$246.1K2026-10-07
Vision Capital Management, Inc.
DECREASED7,1567,468-312-4%$845.8K$743.7K-$102.2K2026-10-20
First City Capital Management, Inc.
DECREASED7,1537,354-201-3%$832.9K$743.3K-$89.6K2026-10-27
Gemmer Asset Management LLC
DECREASED7,1497,728-579-7%$875.2K$743.0K-$132.3K2026-10-16
Hickory Point Bank & Trust
DECREASED7,1297,319-190-3%$829.0K$740.8K-$88.1K2026-10-01
Thompson Davis & Co., Inc.
INCREASED7,1066,944+162+2%$783.1K$738.5K-$44.6K2026-11-05
Flywheel Private Wealth LLC
INCREASED7,0975,096+2,001+39%$577.2K$737.5K+$160.2K2026-11-02
West Wealth Group, LLC
DECREASED7,0837,100-170%$804.2K$736.1K-$68.2K2026-10-14
Pettinga Financial Advisors LLC
INCREASED7,0717,061+10+0%$799.7K$734.8K-$64.9K2026-10-13
Black Diamond Financial, LLC
INCREASED7,0165,947+1,069+18%$673.6K$729.1K+$55.4K2026-10-26
Adkins Seale Capital Management LLC
DECREASED7,0148,813-1,799-20%$998.2K$728.8K-$269.4K2026-10-27
B&D White Capital Company, LLC
NEW7,007—+7,007——$728.2K—2026-11-02
Apeiron RIA LLC
INCREASED7,0003,055+3,945+129%$341.8K$729.8K+$388.0K2026-10-08
Rasp Wealth Solutions, LLC
INCREASED6,9846,969+15+0%$789.3K$725.8K-$63.4K2026-11-06
Walkner Condon Financial Advisors LLC
INCREASED6,9676,483+484+7%$734.2K$724.0K-$10.2K2026-11-02
Power Wealth Management LLC
INCREASED6,9646,619+345+5%$749.7K$723.7K-$26.0K2026-10-27
Invenio Wealth Partners LLC
DECREASED6,9637,035-72-1%$796.8K$723.6K-$73.2K2026-10-20
Thayer Partners, LLC / MA
INCREASED6,9556,768+187+3%$766.5K$722.8K-$43.7K2026-11-06
Prairie Advisory, LLC
INCREASED6,9423,165+3,777+119%$358.5K$721.4K+$362.9K2026-10-19
Wiregrass Investment Management LLC
DECREASED6,9337,388-455-6%$836.8K$720.5K-$116.3K2026-11-05
Aviso Wealth Management
DECREASED6,9197,162-243-3%$811.3K$719.0K-$92.3K2026-11-04
Axiom Investment Management LLC
INCREASED6,9126,639+273+4%$751.9K$718.3K-$33.6K2026-11-03
Altus Wealth Group LLC
DECREASED6,9008,641-1,741-20%$978.7K$717.0K-$261.7K2026-10-20
Aegis Wealth Management, Inc.
INCREASED6,8916,726+165+2%$761.8K$716.1K-$45.7K2026-10-26
Rooted Wealth Advisors, Inc.
UNCHANGED6,8886,88800%$780.1K$780.1K$02026-11-03
Carter Financial Group, Inc.
DECREASED6,8717,171-300-4%$812.2K$714.1K-$98.2K2026-10-21
Fortis Group Advisors, LLC
INCREASED6,8166,236+580+9%$706.3K$841.5K+$135.2K2026-11-06
Northbridge Financial Group, LLC
INCREASED6,8156,459+356+6%$731.6K$730.5K-$1.0K2026-11-05
Keystone Wealth Services, LLC
INCREASED6,8156,507+308+5%$737.0K$727.9K-$9.2K2026-11-03
Affinity Capital Advisors, LLC
INCREASED6,8096,201+608+10%$686.1K$758.1K+$72.0K2026-10-13
Thrive Wealth Management, LLC
DECREASED6,7986,894-96-1%$780.8K$706.4K-$74.4K2026-10-13
Harmony Asset Management LLC
INCREASED6,7852,528+4,257+168%$286.3K$705.1K+$418.8K2026-10-20
Holland Advisory Services, Inc.
DECREASED6,7656,866-101-1%$777.7K$703.0K-$74.7K2026-10-26
Mosley Wealth Management
INCREASED6,7616,312+449+7%$714.9K$797.0K+$82.0K2026-10-16
Markowski Investments
INCREASED6,7456,597+148+2%$747.1K$701.0K-$46.2K2026-10-30
VAN Strum & Towne Inc.
UNCHANGED6,7416,74100%$763.5K$700.5K-$63.0K2026-11-06
Tufton Capital Management
DECREASED6,7146,809-95-1%$771.0K$697-$770.3K2026-10-20
Alpha Zero LLC
DECREASED6,7097,029-320-5%$808.0K$697.2K-$110.8K2026-11-06
Braun-Bostich & Associates Inc.
DECREASED6,6887,284-596-8%$825.0K$695.0K-$130.0K2026-10-20
BCS Wealth Management
DECREASED6,6857,007-322-5%$793.6K$694.7K-$98.9K2026-11-03
Manske Wealth Management
DECREASED6,6776,727-50-1%$761.9K$693.8K-$68.0K2026-10-26
Benchmark Financial Wealth Advisors, LLC
DECREASED6,6666,870-204-3%$778.1K$692.8K-$85.3K2026-10-20
Meritas Wealth Management, LLC
INCREASED6,6636,205+458+7%$702.8K$692.4K-$10.4K2026-10-14
Seaside Wealth Management, Inc.
INCREASED6,6476,310+337+5%$714.7K$690.8K-$23.9K2026-11-09
Arcataur Capital Management LLC
UNCHANGED6,6436,64300%$752.4K$690.3K-$62.0K2026-10-21
Redw Wealth LLC
INCREASED6,6316,618+13+0%$749.6K$689.1K-$60.5K2026-11-02
Cap Partners, LLC
DECREASED6,6186,651-330%$753.3K$687.7K-$65.5K2026-10-19
Braeburn Wealth Management LLC
INCREASED6,6146,543+71+1%$741.1K$687.3K-$53.8K2026-10-15
Samalin Investment Counsel, LLC
INCREASED6,6076,602+5+0%$747.7K$686.6K-$61.1K2026-10-23
First Affirmative Financial Network
NEW6,606—+6,606——$686.5K—2026-10-21
TPG Advisors LLC
INCREASED6,6006,598+2+0%$747.3K$685.8K-$61.5K2026-10-16
ForthRight Wealth Management, LLC
INCREASED6,5986,043+555+9%$684.4K$685.6K+$1.2K2026-11-06
Marathon Wealth Advisors LLC
INCREASED6,5896,562+27+0%$743.2K$684.7K-$58.5K2026-11-04
Ares Financial Consulting, LLC
INCREASED6,5846,535+49+1%$740.2K$684.2K-$56.1K2026-10-19
CWC Advisors, Llc.
INCREASED6,5836,554+29+0%$742.3K$684.1K-$58.2K2026-10-15
David J Yvars Group
INCREASED6,5816,576+5+0%$744.7K$683.9K-$60.9K2026-10-09
Shoker Investment Counsel, Inc.
INCREASED6,5776,439+138+2%$729.4K$683.5K-$45.9K2026-11-04
XXI Wealth, LLC
INCREASED6,5736,038+535+9%$683.9K$683.1K-$7742026-10-22
Kaydan Wealth Management, Inc.
UNCHANGED6,5696,56900%$744.0K$682.7K-$61.4K2026-10-08
Stevens Capital Partners
INCREASED6,5295,104+1,425+28%$578.1K$678.5K+$100.4K2026-10-29
Brown Miller Wealth Management, LLC
DECREASED6,5217,265-744-10%$822.9K$677.7K-$145.2K2026-11-02
Boyce & Associates Wealth Consulting, Inc.
INCREASED6,5036,502+1+0%$736.4K$675.8K-$60.7K2026-10-14
Garde Capital, Inc.
INCREASED6,4946,324+170+3%$716.3K$674.9K-$41.4K2026-10-29
Gibson Capital, LLC
INCREASED6,4796,119+360+6%$693.0K$673.3K-$19.7K2026-10-23
Bath Savings Trust Co
DECREASED6,4756,516-41-1%$738.0K$672.9K-$65.1K2026-10-07
Maia Wealth LLC
DECREASED6,4726,791-319-5%$769.1K$672.6K-$96.5K2026-10-19
Centerpoint Advisory Group
INCREASED6,4676,431+36+1%$728.4K$672.1K-$56.3K2026-10-23
Prosperity Financial Group, Inc.
DECREASED6,4587,215-757-10%$817.2K$671.2K-$146.0K2026-10-29
Key Capital Management, Inc
INCREASED6,4525,011+1,441+29%$567.6K$718.8K+$151.2K2026-11-03
Warren Street Wealth Advisors, LLC
DECREASED6,4456,588-143-2%$746.2K$669.7K-$76.4K2026-11-04
BridgePort Financial Solutions, LLC
INCREASED6,4015,176+1,225+24%$586.3K$665.2K+$79.0K2026-11-02
Summit Securities Group LLC
NEW6,396—+6,396——$664.7K—2026-11-05
Asset Advisory Group, Inc.
UNCHANGED6,3676,36700%$721.1K$661.7K-$59.5K2026-10-20
Murphy & Mullick Capital Management Corp
INCREASED6,3616,126+235+4%$693.9K$661.1K-$32.8K2026-11-02
Simplify Asset Management Inc.
DECREASED6,35616,890-10,534-62%$1.9M$660.5K-$1.3M2026-10-27
Avail Investment Partners, LLC
DECREASED6,3398,579-2,240-26%$971.6K$658.7K-$312.9K2026-10-16
National Wealth Management Group, LLC
DECREASED6,3248,428-2,104-25%$954.5K$657.1K-$297.4K2026-10-26
Natural Investments, LLC
INCREASED6,3234,729+1,594+34%$535.0K$657.1K+$122.1K2026-11-06
Capital Management Associates, Inc
INCREASED6,3126,210+102+2%$703.4K$656.0K-$47.4K2026-10-20
Evanson Financial, LLC
INCREASED6,3045,064+1,240+24%$573.5K$655.1K+$81.6K2026-10-23
Whelan Financial
INCREASED6,2695,673+596+11%$642.5K$651.4K+$9.0K2026-10-28
Michels Family Financial, LLC
INCREASED6,2476,244+3+0%$707.2K$649.2K-$58.0K2026-11-02
Grant Private Wealth Management Inc
DECREASED6,2448,157-1,913-23%$923.8K$648.9K-$274.9K2026-10-19
Columbia Asset Management
DECREASED6,2417,449-1,208-16%$843.7K$648.6K-$195.2K2026-10-19
M. Kraus & Co
UNCHANGED6,2416,24100%$706.9K$648.6K-$58.3K2026-10-20
Catalyst Investment Management LLC
DECREASED6,2266,321-95-1%$715.9K$647.0K-$68.9K2026-10-21
OceanIQ Capital, LLC
DECREASED6,2196,655-436-7%$753.7K$698.3K-$55.5K2026-10-19
Redwood Family Wealth LLC
INCREASED6,2146,038+176+3%$683.9K$645.8K-$38.2K2026-10-20
Amplius Wealth Advisors, LLC
INCREASED6,2135,590+623+11%$633.1K$645.7K+$12.5K2026-10-20
Grey Ledge Advisors, LLC
DECREASED6,2086,243-35-1%$707.1K$645.1K-$62.0K2026-11-02
6th Street Advisors, LLC
INCREASED6,1976,057+140+2%$686.0K$644.0K-$42.1K2026-10-14
Wheelhouse Advisory Group LLC
INCREASED6,1945,853+341+6%$662.9K$643.7K-$19.3K2026-10-20
LeConte Wealth Management, LLC
INCREASED6,1746,053+121+2%$685.5K$641.6K-$43.9K2026-10-20
Glass Wealth Management Co LLC
INCREASED6,1686,147+21+0%$696.2K$641.0K-$55.2K2026-10-28
Townsend Asset Management Corp
DECREASED6,1546,167-130%$698.5K$639.5K-$59.0K2026-10-29
Reliant Investment Management, LLC
DECREASED6,14758,484-52,337-89%$6.6M$638.8K-$6.0M2026-10-14
Intelligence Driven Advisers, LLC
DECREASED6,1096,320-211-3%$715.9K$634.9K-$81.0K2026-10-09
Wedgewood Investors Inc
UNCHANGED6,1046,10400%$691.3K$634.3K-$57.0K2026-10-28
AUA Capital Management, LLC
UNCHANGED6,1026,10200%$691.1K$634.1K-$57.0K2026-10-15
Rose Capital Advisors LLC
INCREASED6,0844,291+1,793+42%$486.0K$632.3K+$146.3K2026-11-04
Magnolia Capital Management LTD
UNCHANGED6,0606,06000%$686$630-$562026-10-09
Chesley Taft & Associates LLC
INCREASED6,0585,841+217+4%$661.6K$629.5K-$32.0K2026-10-13
Watershed Private Wealth LLC
INCREASED6,0544,758+1,296+27%$538.9K$629.1K+$90.2K2026-10-30
Wingate Wealth Advisors, Inc.
INCREASED6,0536,017+36+1%$681.5K$629.0K-$52.5K2026-10-26
Armstrong Henry H Associates Inc
DECREASED6,0516,221-170-3%$704.6K$628.8K-$75.7K2026-10-07
Main Street Group, LTD
DECREASED6,0486,210-162-3%$703.3K$628.5K-$74.8K2026-10-28
Serenity Investment Advisors
DECREASED6,0446,343-299-5%$658.6K$628.1K-$30.5K2026-10-30
Eagle Bay Advisors LLC
INCREASED6,0335,660+373+7%$641.0K$626.9K-$14.1K2026-10-16
Southland Equity Partners LLC
DECREASED6,0326,044-120%$684.6K$626.8K-$57.8K2026-10-14
AXS Investments LLC
INCREASED6,0053,104+2,901+93%$351.6K$624.0K+$272.5K2026-11-04
IFC & Insurance Marketing, Inc.
INCREASED6,0025,944+58+1%$673.2K$623.8K-$49.5K2026-10-16
American Institute for Advanced Investment Management, LLP
INCREASED5,9955,960+35+1%$675.0K$623.0K-$52.0K2026-11-03
Auxano Advisors, LLC
INCREASED5,9955,979+16+0%$677.2K$623.0K-$54.2K2026-11-06
Wescott Financial Advisory Group, LLC
INCREASED5,9805,934+46+1%$672.1K$621.5K-$50.6K2026-11-09
LifeGuide Financial Advisors, LLC
DECREASED5,9736,171-198-3%$698.9K$620.7K-$78.2K2026-10-20
Hohimer Wealth Management, LLC
DECREASED5,9686,060-92-2%$686.3K$620.2K-$66.2K2026-11-04
Encompass More Asset Management
DECREASED5,9656,057-92-2%$686.0K$619.9K-$66.2K2026-10-16
Woodard & Co Asset Management Group Inc
DECREASED5,94222,526-16,584-74%$2.6M$617.5K-$1.9M2026-11-03
R2 Capital Strategies, LLC
INCREASED5,9295,919+10+0%$670.4K$616.2K-$54.2K2026-10-15
Gaddis Premier Wealth Advisors LLC
INCREASED5,9205,256+664+13%$595.3K$615.2K+$19.9K2026-10-29
First County Bank
INCREASED5,9165,672+244+4%$642.4K$614.8K-$27.6K2026-10-13
Schmidt P J Investment Management Inc
DECREASED5,9106,272-362-6%$710.4K$614.2K-$96.2K2026-11-02
Lawood & Co
DECREASED5,8825,897-150%$667.9K$611.3K-$56.6K2026-10-09
Aspire Private Capital, LLC
INCREASED5,8792,684+3,195+119%$303.9K$610.9K+$307.0K2026-11-05
Darden Wealth Group Inc
DECREASED5,8635,867-40%$664.5K$609.4K-$55.2K2026-11-06
Realta Investment Advisors
INCREASED5,8614,881+980+20%$552.9K$609.1K+$56.2K2026-10-14
Selective Wealth Management, Inc.
INCREASED5,8565,487+369+7%$626.9K$690.3K+$63.4K2026-10-16
Cornerstone Wealth, LLC
INCREASED5,8554,117+1,738+42%$463.3K$702.0K+$238.7K2026-10-28
Barnes Dennig Private Wealth Management LLC
DECREASED5,8536,288-435-7%$712.2K$608.2K-$103.9K2026-10-30
Fonville Wealth Management LLC
INCREASED5,8525,371+481+9%$608.3K$608.2K-$1802026-10-28
AWM Capital, LLC
INCREASED5,8403,814+2,026+53%$432.0K$606.9K+$174.9K2026-10-16
Vista Capital Partners, Inc.
DECREASED5,8376,048-211-3%$685.0K$606.6K-$78.4K2026-11-06
Avantra Family Wealth, Inc.
INCREASED5,8365,675+161+3%$642.8K$606.5K-$36.3K2026-10-20
IFG Advisors, LLC
UNCHANGED5,8355,83500%$660.9K$606.4K-$54.5K2026-10-15
BlueSky Wealth Advisors, LLC
INCREASED5,8303,628+2,202+61%$410.9K$605.9K+$195.0K2026-10-29
Bdfs Capital LLC
DECREASED5,8065,857-51-1%$663.4K$603.4K-$60.0K2026-10-14
AGH Wealth Advisors, LLC
DECREASED5,8055,808-30%$657.8K$603.3K-$54.6K2026-10-26
Capital Advantage, Inc.
UNCHANGED5,8045,80400%$657.4K$603.2K-$54.2K2026-10-14
Clark Wealth Partners
INCREASED5,7791,156+4,623+400%$131.0K$600.5K+$469.6K2026-10-19
NewSquare Capital LLC
INCREASED5,7795,159+620+12%$584.3K$600.6K+$16.2K2026-11-06
Hummer Financial Advisory Services Inc
UNCHANGED5,7655,76500%$652.9K$599.1K-$53.8K2026-10-09
Centurion Wealth Management LLC
UNCHANGED5,7625,76200%$652.6K$598.8K-$53.8K2026-10-13
Poehling Capital Management, Inc.
DECREASED5,7585,986-228-4%$678.0K$598.4K-$79.6K2026-10-20
Eagle Strategies LLC
INCREASED5,7565,726+30+1%$648.5K$598.2K-$50.4K2026-10-16
Birch Financial Group, LLC
DECREASED5,7506,018-268-4%$681.6K$597.5K-$84.1K2026-10-27
Pullen Investment Management, LLC
INCREASED5,7455,652+93+2%$640.1K$597.0K-$43.1K2026-10-23
Hardin Capital Partners, LLC
INCREASED5,7225,348+374+7%$607.7K$594.6K-$13.1K2026-10-09
Albert D Mason Inc
NEW5,719—+5,719——$594.3K—2026-10-27
Banque de Luxembourg S.A.
INCREASED5,7121,662+4,050+244%$188.2K$593.6K+$405.4K2026-10-14
Sage Rhino Capital LLC
DECREASED5,7046,043-339-6%$684.4K$592.8K-$91.7K2026-10-28
Essex LLC
INCREASED5,7015,504+197+4%$623.4K$592.5K-$30.9K2026-10-14
Avion Wealth
DECREASED5,7015,703-20%$645.0K$592-$644.4K2026-11-04
Kellett Wealth Advisors, LLC
INCREASED5,6775,589+88+2%$633.0K$589.9K-$43.0K2026-10-15
Sage Capital Management, LLC
UNCHANGED5,6775,67700%$643.1K$590.1K-$53.0K2026-10-20
Lauterbach Financial Advisors, LLC
UNCHANGED5,6505,65000%$639.9K$587.2K-$52.7K2026-10-21
Bluesphere Advisors LLC
DECREASED5,6365,670-34-1%$642.2K$585.7K-$56.5K2026-10-19
MKT Advisors LLC
DECREASED5,6156,215-600-10%$693.2K$620.8K-$72.4K2026-10-20
Banyan Capital Management, Inc.
DECREASED5,6137,777-2,164-28%$880.8K$583.3K-$297.5K2026-11-05
Global X Japan Co., Ltd.
INCREASED5,6004,553+1,047+23%$515.7K$582.0K+$66.3K2026-10-21
Summit Investment Advisors, Inc.\KS
INCREASED5,5995,550+49+1%$628.5K$581.8K-$46.7K2026-11-05
Baldwin Wealth Partners LLC
DECREASED5,5875,771-184-3%$653.6K$580.6K-$73.0K2026-10-13
Creative Capital Management Investments LLC
INCREASED5,5865,461+125+2%$618.5K$580.5K-$38.0K2026-10-28
CLG LLC
INCREASED5,5795,567+12+0%$630.6K$579.8K-$50.8K2026-10-13
Bond & Devick Financial Network, Inc.
DECREASED5,5765,597-210%$633.9K$579.5K-$54.5K2026-10-23
Sicart Associates LLC
UNCHANGED5,5735,57300%$631.2K$662.1K+$30.9K2026-10-29
Walled Lake Planning & Wealth Management, LLC
INCREASED5,5475,542+5+0%$627.7K$576.5K-$51.2K2026-10-29
ARK & TLK Investments, LLC
UNCHANGED5,5325,53200%$626.6K$574.9K-$51.7K2026-10-20
Beacon Investment Advisory Services, Inc.
DECREASED5,5246,874-1,350-20%$778.6K$574.1K-$204.5K2026-10-13
Pacific Capital Wealth Advisors, Inc.
INCREASED5,5015,260+241+5%$595.7K$571.7K-$24.1K2026-10-22
Pilgrim Partners Asia Pte Ltd
UNCHANGED5,5005,50000%$622.9K$571.6K-$51.4K2026-10-29
Mascagni Wealth Management, Inc.
INCREASED5,4995,448+51+1%$617.1K$571.5K-$45.6K2026-10-23
Peachtree Investment Partners, LLC
DECREASED5,4986,517-1,019-16%$738.2K$571.4K-$166.8K2026-11-05
Blossom Wealth Management
INCREASED5,4985,368+130+2%$608.0K$571.3K-$36.7K2026-11-03
Pine Haven Investment Counsel, Inc
UNCHANGED5,4985,49800%$622.7K$571.4K-$51.4K2026-11-02
Commons Capital, LLC
DECREASED5,4885,896-408-7%$667.8K$570.3K-$97.4K2026-11-05
Alessandra Capital Management, LLC
INCREASED5,4755,470+5+0%$619.5K$569.0K-$50.6K2026-10-30
WMS Group LLC
DECREASED5,4725,510-38-1%$624.1K$568.7K-$55.4K2026-11-06
Schaper Benz & Wise Investment Counsel Inc
UNCHANGED5,4715,47100%$619.7K$568.6K-$51.1K2026-10-09
Marin Bay Wealth Advisors, LLC
INCREASED5,4555,449+6+0%$617.3K$566.9K-$50.3K2026-10-28
Elevatus Welath Management
DECREASED5,4538,989-3,536-39%$1.0M$566.7K-$451.3K2026-10-19
Marathon Mission, Inc.
DECREASED5,4506,649-1,199-18%$753.1K$566.4K-$186.7K2026-10-01
Mcrae Capital Management Inc
UNCHANGED5,4505,45000%$617.3K$566.4K-$50.9K2026-10-15
Shotwell Rutter Baer Inc
UNCHANGED5,4495,44900%$617.1K$566.2K-$50.9K2026-10-14
Symphony Financial Services, Inc.
INCREASED5,4425,429+13+0%$614.8K$565.6K-$49.3K2026-11-09
Eclectic Associates Inc
DECREASED5,4335,469-36-1%$619.4K$564.6K-$54.8K2026-10-09
Forza Wealth Management, LLC
INCREASED5,4094,173+1,236+30%$472.6K$562.1K+$89.5K2026-10-20
Planned Solutions, Inc.
DECREASED5,4065,429-230%$614.9K$561.8K-$53.1K2026-10-19
Southern Michigan Bank & Trust
INCREASED5,4005,334+66+1%$604.1K$561.2K-$43.0K2026-10-19
Focused Alpha, LLC
INCREASED5,3975,219+178+3%$591.1K$560.9K-$30.2K2026-10-20
Channel Wealth LLC
DECREASED5,3965,517-121-2%$624.9K$560.8K-$64.1K2026-11-06
Inman Jager Wealth Management, LLC
DECREASED5,3925,402-100%$611.8K$560.3K-$51.5K2026-11-05
Dogwood Wealth Management LLC
DECREASED5,3856,785-1,400-21%$768.5K$559.6K-$208.9K2026-11-09
Investment Partners Asset Management, Inc.
INCREASED5,3795,177+202+4%$586.4K$559.0K-$27.4K2026-10-09
Hoxton Planning & Management, LLC
INCREASED5,3765,344+32+1%$605.3K$558.7K-$46.6K2026-10-15
August Group Capital Ltd
DECREASED5,3745,512-138-2%$624.3K$558.5K-$65.8K2026-10-14
MJT & Associates Financial Advisory Group, Inc.
DECREASED5,3546,922-1,568-23%$784.0K$556.4K-$227.6K2026-10-07
Access Financial Services, Inc.
INCREASED5,3295,229+100+2%$592.2K$553.7K-$38.5K2026-11-09
Navigation Group, LLC
UNCHANGED5,3265,32600%$603.2K$553.5K-$49.7K2026-10-28
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
INCREASED5,3154,792+523+11%$542.7K$552.3K+$9.6K2026-11-06
SC&H Financial Advisors, Inc.
DECREASED5,3085,358-50-1%$606.9K$551.6K-$55.2K2026-10-14
waypoint wealth counsel
DECREASED5,2827,008-1,726-25%$793.8K$548.9K-$244.8K2026-10-22
Towne Trust Company, N.a
INCREASED5,2725,072+200+4%$574.5K$547.9K-$26.6K2026-10-28
Bright Financial Advisors, Inc.
UNCHANGED5,2685,26800%$596.7K$547.5K-$49.2K2026-10-23
Motive Wealth Advisors
INCREASED5,2645,138+126+2%$581.9K$547.0K-$34.9K2026-10-26
KOM Wealth Management Group, LLC
DECREASED5,2585,527-269-5%$625.9K$546.5K-$79.5K2026-10-15
Alchemi Wealth, LLC
DECREASED5,2575,269-120%$597.0K$546.5K-$50.4K2026-11-04
Unique Wealth, LLC
INCREASED5,2494,910+339+7%$556.1K$545.5K-$10.6K2026-10-16
Warner Group LLC
DECREASED5,2415,395-154-3%$611.1K$544.7K-$66.4K2026-11-09
Stronghold Wealth Management L.L.C.
INCREASED5,2385,208+30+1%$589.9K$544.3K-$45.5K2026-10-16
Roan Capital Partners
INCREASED5,2374,903+334+7%$555.3K$544.2K-$11.1K2026-10-09
Pinkerton Wealth, LLC
DECREASED5,2295,610-381-7%$697.2K$543.4K-$153.8K2026-10-29
Aire Advisors, LLC
INCREASED5,2244,131+1,093+26%$467.9K$542.9K+$75.0K2026-10-22
RMG Wealth Management LLC
DECREASED5,2245,232-80%$607.0K$629.0K+$22.1K2026-10-26
Alliance Wealth Advisors, LLC
INCREASED5,2205,215+5+0%$590.6K$542.4K-$48.2K2026-10-14
Three Magnolias Financial Advisors, LLC
DECREASED5,2165,916-700-12%$670.0K$542.0K-$128.0K2026-10-14
Tanager Wealth Management LLP
DECREASED5,1945,260-66-1%$595.7K$539.8K-$56.0K2026-10-19
Aletheian Wealth Advisors LLC
INCREASED5,1865,076+110+2%$574.9K$538.9K-$36.0K2026-10-08
Palacios Wealth Management, LLC
DECREASED5,1745,184-100%$587.1K$537.7K-$49.4K2026-11-04
Vision Financial Markets LLC
UNCHANGED5,1695,16900%$577.2K$538.7K-$38.5K2026-10-22
New England Research & Management, Inc.
UNCHANGED5,1675,16700%$585.2K$537.0K-$48.3K2026-10-16
Crusonia Wealth Advisors LLC
INCREASED5,1635,134+29+1%$581.5K$536.5K-$45.0K2026-10-26
LifeGoal Investments, LLC
INCREASED5,1554,413+742+17%$499.9K$535.7K+$35.9K2026-10-09
Balentine LLC
DECREASED5,1488,324-3,176-38%$942.8K$535.0K-$407.8K2026-11-03
Canandaigua National Trust Co of Florida
NEW5,113—+5,113——$531.3K—2026-10-07
Next Level Private LLC
INCREASED5,1084,996+112+2%$565.8K$530.8K-$35.0K2026-10-20
KTF Investments, LLC
UNCHANGED5,1005,10000%$577.6K$530.0K-$47.6K2026-10-23
Sylvest Advisors, LLC
UNCHANGED5,0965,09600%$577.1K$529.6K-$47.6K2026-10-26
Alpha Omega Wealth Management LLC
INCREASED5,0954,951+144+3%$560.8K$529.5K-$31.3K2026-10-23
WealthPoint Financial, LLC
INCREASED5,0924,579+513+11%$518.7K$529.1K+$10.5K2026-11-03
Steel Grove Capital Advisors, LLC
INCREASED5,0912,497+2,594+104%$282.8K$529.1K+$246.2K2026-10-13
Hiley Hunt Wealth Management
INCREASED5,0825,079+3+0%$575.3K$528.2K-$47.1K2026-10-08
Partners in Financial Planning
DECREASED5,0756,377-1,302-20%$722.3K$527.4K-$194.9K2026-11-06
Vista Investment Partners II, LLC
DECREASED5,0755,134-59-1%$581.4K$527.4K-$54.0K2026-10-15
Rise Advisors, LLC
INCREASED5,0734,538+535+12%$514.0K$527.1K+$13.1K2026-10-16
Ranch Capital Advisors Inc.
INCREASED5,0615,056+5+0%$572.6K$525.9K-$46.7K2026-11-09
Two West Capital Advisors LLC
INCREASED5,0554,952+103+2%$555.6K$539.9K-$15.7K2026-10-15
Gordian Advisors LLC
INCREASED5,0464,947+99+2%$560.3K$524.4K-$35.9K2026-10-30
Family Investment Center, Inc.
INCREASED5,0275,022+5+0%$568.8K$522.4K-$46.4K2026-10-19
Tealwood Asset Management Inc
UNCHANGED5,0255,02500%$569$522-$472026-10-13
Clarus Wealth Advisors
INCREASED5,0114,460+551+12%$504.4K$557.9K+$53.5K2026-10-13
Key FInancial Inc
DECREASED5,0105,365-355-7%$607.6K$520.6K-$87.0K2026-11-02
Baypointe Partners LLC
DECREASED5,00017,857-12,857-72%$2.0M$519.6K-$1.5M2026-10-22
Francis Financial, Inc.
INCREASED5,0002,853+2,147+75%$323.2K$519.7K+$196.5K2026-11-09
Merrion Investment Management Co, LLC
UNCHANGED5,0005,00000%$566.3K$519.6K-$46.7K2026-10-16
Fidelity D & D Bancorp Inc
UNCHANGED4,9924,99200%$565.4K$518.8K-$46.6K2026-11-05
Blodgett Wealth Advisors, LLC
INCREASED4,9874,660+327+7%$527.8K$518.3K-$9.5K2026-10-23
Nelson Capital Management, LLC
DECREASED4,9845,079-95-2%$575.2K$518.0K-$57.3K2026-11-09
Barlow Wealth Partners, LLC
INCREASED4,9833,326+1,657+50%$376.2K$534.2K+$158.0K2026-10-15
Mokosak Advisory Group, LLC
DECREASED4,9795,205-226-4%$589.4K$517.4K-$71.9K2026-10-20
Trust Investment Advisors
INCREASED4,9673,785+1,182+31%$428.7K$516.2K+$87.5K2026-10-20
Independent Wealth Network Inc.
INCREASED4,9624,659+303+7%$527.6K$515.7K-$12.0K2026-10-19
Cynosure Group, LLC
DECREASED4,9595,189-230-4%$587.7K$515.3K-$72.4K2026-11-03
Stegent Equity Advisors, Inc.
DECREASED4,9595,039-80-2%$570.7K$515.4K-$55.4K2026-10-13
Wiser Wealth Management, Inc
DECREASED4,9525,022-70-1%$568.8K$514.6K-$54.2K2026-10-14
Chemistry Wealth Management LLC
INCREASED4,9503,535+1,415+40%$400.3K$514.4K+$114.1K2026-10-16
Piedmont Capital Management, LLC
UNCHANGED4,9304,93000%$558.4K$512.3K-$46.0K2026-10-21
Generali Investments, Management Co LLC
DECREASED4,92712,807-7,880-62%$1.5M$512.0K-$938.5K2026-10-19
Collaborative Fund Advisors, LLC
DECREASED4,90512,217-7,312-60%$1.4M$509.7K-$874.0K2026-11-02
Kraft, Davis & Associates, LLC
DECREASED4,8756,753-1,878-28%$762.7K$579.4K-$183.3K2026-10-21
Capstone Wealth Management, LLC
DECREASED4,8595,015-156-3%$568.0K$504.9K-$63.1K2026-11-02
Horst & Graben Wealth Management LLC
DECREASED4,8545,193-339-7%$565.1K$504.4K-$60.7K2026-11-02
Firestone Capital Management
DECREASED4,8495,056-207-4%$572.6K$503.9K-$68.7K2026-11-03
Live Oak Investment Partners
DECREASED4,8465,086-240-5%$576.0K$503.6K-$72.4K2026-10-23
WestEnd Advisors, LLC
DECREASED4,8407,245-2,405-33%$820.6K$503.0K-$317.6K2026-10-27
Saxony Capital Management, LLC
INCREASED4,8393,789+1,050+28%$429.1K$502.9K+$73.8K2026-10-15
Gallacher Capital Management LLC
INCREASED4,8302,187+2,643+121%$247.7K$501.9K+$254.2K2026-10-30
Covenant Asset Management, LLC
DECREASED4,8264,912-86-2%$556.4K$501.6K-$54.8K2026-10-14
FWG Investments, Llc.
INCREASED4,8214,816+5+0%$545.4K$501.0K-$44.4K2026-11-03
Cedarwood Wealth LLC
DECREASED4,8194,985-166-3%$564.6K$500.8K-$63.8K2026-11-09
Conservest Capital Advisors, Inc.
INCREASED4,8114,645+166+4%$526.1K$500.0K-$26.2K2026-11-09
Financial Perspectives, Inc
INCREASED4,8104,618+192+4%$523.0K$499.8K-$23.2K2026-11-03
Landmark Wealth Management, LLC
UNCHANGED4,8094,80900%$544.7K$499.8K-$44.9K2026-11-03
McClarren Financial Advisors, Inc.
INCREASED4,7894,780+9+0%$541.4K$497.7K-$43.6K2026-10-15
MinichMacGregor Wealth Management, LLC
DECREASED4,7874,878-91-2%$552.5K$497.5K-$55.1K2026-10-14
Lantern Wealth Advisors, LLC
INCREASED4,7793,959+820+21%$448.3K$496.6K+$48.3K2026-10-22
LifeWealth Investments, LLC
INCREASED4,7744,729+45+1%$535.6K$496.1K-$39.5K2026-10-21
SimpliFi, Inc.
INCREASED4,7684,759+9+0%$539.0K$495.5K-$43.5K2026-10-28
M.E. Allison & Co., Inc.
INCREASED4,7674,766+1+0%$539.8K$495.4K-$44.5K2026-10-09
Evermay Wealth Management LLC
DECREASED4,7655,412-647-12%$613.0K$495.2K-$117.8K2026-11-05
Tenet Wealth Partners, LLC
INCREASED4,7604,130+630+15%$461.5K$494.7K+$33.2K2026-10-19
Legacy Advisory Services, LLC
DECREASED4,7584,873-115-2%$551.9K$494.5K-$57.4K2026-10-20
Tamar Securities, LLC
INCREASED4,7544,503+251+6%$510.0K$494.0K-$16.0K2026-11-03
Meridian Financial Partners LLC
INCREASED4,7544,526+228+5%$509.3K$560.4K+$51.0K2026-10-23
Tcfg Investment Advisors, LLC
INCREASED4,7544,753+1+0%$538.2K$494.0K-$44.2K2026-10-20
American National Bank of Texas
UNCHANGED4,7504,75000%$538.0K$493.6K-$44.4K2026-10-07
Broadway Wealth Solutions, Inc.
INCREASED4,7474,330+417+10%$490.4K$493.3K+$3.0K2026-10-21
Merited Wealth, LLC
UNCHANGED4,7254,72500%$535.2K$491.0K-$44.1K2026-10-13
Verisail Partners, LLC
DECREASED4,7244,845-121-2%$548.7K$490.9K-$57.8K2026-10-19
CPA Asset Management Group, LLC
INCREASED4,7194,365+354+8%$494.4K$490.4K-$4.0K2026-10-26
Stordahl Capital Management, Inc.
DECREASED4,7184,743-25-1%$537.2K$490.3K-$46.9K2026-10-22
Sachem Hill LLC
UNCHANGED4,7044,70400%$532.8K$488.8K-$43.9K2026-10-14
Stewardship Advisors, LLC
DECREASED4,7024,831-129-3%$547.2K$488.6K-$58.5K2026-10-20
Innova Wealth Partners
INCREASED4,6994,220+479+11%$478.0K$488.3K+$10.3K2026-10-21
Helium Advisors LLC
INCREASED4,6964,197+499+12%$475.4K$488.0K+$12.6K2026-10-23
Ridgecrest Wealth Partners, LLC
DECREASED4,6954,700-50%$532.3K$487.9K-$44.4K2026-10-19
Ballew Advisors, Inc
INCREASED4,6894,687+2+0%$524.1K$488.8K-$35.3K2026-10-05
Tradewinds Capital Management, LLC
INCREASED4,6874,677+10+0%$529.7K$487.1K-$42.6K2026-10-23
Willow Creek Wealth Management Inc.
INCREASED4,6684,667+1+0%$528.6K$485.1K-$43.5K2026-10-26
Ameliora Wealth Management Ltd.
DECREASED4,66530,997-26,332-85%$3.5M$484.8K-$3.0M2026-10-23
Renaissance Investment Group LLC
DECREASED4,6645,015-351-7%$568.0K$484.7K-$83.3K2026-10-28
Oath Planning, LLC
INCREASED4,6524,600+52+1%$521.0K$483.5K-$37.6K2026-10-20
Navigate Wealth Management, LLC
DECREASED4,6517,290-2,639-36%$832.8K$517.9K-$314.9K2026-10-14
TTP Investments, Inc.
INCREASED4,6444,633+11+0%$524.8K$482.6K-$42.2K2026-10-30
Variant Private Wealth, LLC
NEW4,643—+4,643——$482.5K—2026-10-21
True Freedom Investing, LLC
DECREASED4,6154,718-103-2%$586.3K$479.5K-$106.8K2026-10-29
Teamwork Financial Advisors, LLC
DECREASED4,6045,708-1,104-19%$646.5K$478.5K-$168.0K2026-10-19
MPS Loria Financial Planners, LLC
INCREASED4,5994,594+5+0%$520.4K$477.9K-$42.5K2026-10-14
Ellis Investment Partners, LLC
INCREASED4,5893,092+1,497+48%$350.2K$477.0K+$126.8K2026-10-21
Sutton Place Investors LLC
INCREASED4,5874,554+33+1%$515.8K$476.7K-$39.1K2026-10-20
Bay Capital Advisors, LLC
DECREASED4,5824,727-145-3%$535.3K$476.1K-$59.2K2026-10-16
Coyle Financial Counsel LLC
DECREASED4,5764,581-50%$518.8K$475.5K-$43.3K2026-10-28
Anson Capital, Inc.
UNCHANGED4,5694,56900%$517.5K$474.8K-$42.7K2026-10-23
Clear Wave Wealth Management LLC
DECREASED4,5634,603-40-1%$521.3K$474.2K-$47.1K2026-11-04
Tranquility Partners, LLC
INCREASED4,5554,517+38+1%$511.6K$473.4K-$38.2K2026-10-20
Demars Financial Group, LLC
DECREASED4,5514,580-29-1%$518.7K$473.0K-$45.7K2026-10-22
Fairscale Capital, LLC
INCREASED4,5484,378+170+4%$495.9K$561.7K+$65.9K2026-11-04
Alternative Investment Advisors, Llc.
INCREASED4,5474,249+298+7%$481.2K$472.7K-$8.6K2026-11-03
Wealth Group Ltd
UNCHANGED4,5474,54700%$515.0K$474.1K-$40.9K2026-10-07
Sawyer & Company, Inc
UNCHANGED4,5414,54100%$514.3K$471.9K-$42.4K2026-10-21
Fiduciary Financial Group, LLC
INCREASED4,5384,241+297+7%$480.3K$471.6K-$8.8K2026-10-13
Trust Co of Kansas
DECREASED4,5255,225-700-13%$592.0K$470-$591.5K2026-11-06
Leelyn Smith, LLC
DECREASED4,5174,537-200%$513.9K$469.4K-$44.5K2026-11-03
Sather Financial Group Inc
INCREASED4,5034,220+283+7%$478.0K$468.0K-$10.0K2026-10-30
Smith Asset Management Co., LLC
INCREASED4,5004,444+56+1%$503.3K$467.6K-$35.7K2026-10-16
JTC Employer Solutions Trustee Ltd
UNCHANGED4,5004,50000%$509.0K$468-$508.5K2026-11-09
C2c Wealth Management, LLC
UNCHANGED4,5004,50000%$509.7K$467.6K-$42.0K2026-10-20
Greenfield Seitz Capital Management, LLC
UNCHANGED4,5004,50000%$509.7K$467.6K-$42.0K2026-10-29
Noble Wealth Management PBC
INCREASED4,4974,472+25+1%$506.5K$467.3K-$39.2K2026-10-01
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED4,49019,217-14,727-77%$2.2M$466.6K-$1.7M2026-10-14
Lynch Investment Planning, LLC
DECREASED4,4844,588-104-2%$519.6K$466.0K-$53.7K2026-10-27
Wealth Analytics Partners, LLC
INCREASED4,4794,379+100+2%$497.9K$465.5K-$32.4K2026-10-19
Signature Equity Partners, LLC
DECREASED4,4565,357-901-17%$606.7K$463.0K-$143.7K2026-10-29
Joseph P. Lucia & Associates, LLC
INCREASED4,4494,203+246+6%$476.0K$462.4K-$13.7K2026-10-30
UMB Private Wealth Management, LLC
NEW4,441—+4,441——$461.6K—2026-10-19
GatePass Capital, LLC
INCREASED4,4363,047+1,389+46%$345.1K$461.0K+$115.9K2026-11-09
Cypress Asset Management Inc
DECREASED4,4324,641-209-4%$525.6K$460.6K-$65.1K2026-10-09
Provident Living Financial Services, Inc.
DECREASED4,4284,506-78-2%$510.4K$546.9K+$36.6K2026-11-03
LVM Capital Management LTD
INCREASED4,4204,270+150+4%$484$459.3K+$458.8K2026-10-20
Rodgers & Associates, LTD
DECREASED4,4124,458-46-1%$504.9K$458.5K-$46.4K2026-10-20
Brown, Lisle Ings, Inc.
DECREASED4,4036,228-1,825-29%$705.4K$457.6K-$247.8K2026-10-16
Armbruster Capital Management, Inc.
UNCHANGED4,3954,39500%$497.8K$456.7K-$41.1K2026-10-19
Goldstein Advisors, LLC
INCREASED4,3934,150+243+6%$470.0K$456.5K-$13.5K2026-10-15
Parkway Wealth Management Group, LLC
INCREASED4,3934,362+31+1%$494.0K$456.5K-$37.5K2026-10-20
Optima Capital LLC
INCREASED4,3864,370+16+0%$495.0K$455.8K-$39.2K2026-10-29
StrongBox Wealth, LLC
DECREASED4,3854,461-76-2%$505.3K$455.7K-$49.6K2026-11-02
Lifestyle Asset Management, Inc.
INCREASED4,3803,853+527+14%$436.4K$455.1K+$18.7K2026-10-20
Curran Financial Partners, LLC
INCREASED4,3774,291+86+2%$486.0K$454.8K-$31.2K2026-11-04
Websterrogers Financial Advisors, LLC
DECREASED4,3764,495-119-3%$509.2K$454.7K-$54.5K2026-11-02
Towercrest Capital Management
DECREASED4,3714,403-32-1%$498.7K$454.2K-$44.5K2026-10-23
SilverOak Wealth Management LLC
DECREASED4,3694,402-33-1%$498.6K$454.0K-$44.5K2026-10-29
Bourgeon Capital Management LLC
INCREASED4,3654,310+55+1%$488.2K$453.6K-$34.5K2026-10-19
B.O.S.S. Retirement Advisors, LLC
INCREASED4,3634,018+345+9%$455.0K$453.4K-$1.6K2026-10-26
Legacy Trust
INCREASED4,3593,268+1,091+33%$370.1K$538.4K+$168.2K2026-11-06
1620 Investment Advisors, Inc.
DECREASED4,3594,367-80%$494.7K$453.0K-$41.6K2026-11-04
Legacy Edge Advisors, LLC
INCREASED4,3494,332+17+0%$490.7K$452.0K-$38.7K2026-11-06
Arsenal Capital Advisors LLC
INCREASED4,3344,254+80+2%$481.8K$450.4K-$31.4K2026-11-02
Elco Management Co., LLC
UNCHANGED4,3334,33300%$490.8K$450.3K-$40.5K2026-10-14
Balance Wealth Partners LLC
DECREASED4,3184,985-667-13%$564.6K$448.7K-$115.9K2026-10-27
Capital Advisors, Ltd. LLC
INCREASED4,3064,210+96+2%$477$448-$292026-10-27
Norway Savings Bank
INCREASED4,2954,280+15+0%$484.8K$446.3K-$38.4K2026-10-20
Tandem Investment Advisors, Inc.
INCREASED4,2924,291+1+0%$486.0K$446.0K-$40.0K2026-11-04
Ddfg, Inc
INCREASED4,2853,115+1,170+38%$352.8K$445.3K+$92.4K2026-10-15
E6 Portfolios, LLC
INCREASED4,2843,132+1,152+37%$354.7K$445.2K+$90.5K2026-10-26
Financial Insights, Inc.
DECREASED4,2835,569-1,286-23%$630.7K$445.1K-$185.7K2026-10-27
Fiera Capital Corp
INCREASED4,2804,250+30+1%$481.4K$444.8K-$36.6K2026-11-06
Granite FO LLC
UNCHANGED4,2754,27500%$484.2K$444.3K-$39.9K2026-10-14
McCarley & Cook Financial Planners
UNCHANGED4,2734,27300%$484.0K$444.1K-$39.9K2026-10-21
Journey Retirement Planning & Investment Management LLC
INCREASED4,2683,578+690+19%$405.2K$443.6K+$38.4K2026-10-09
Elite Life Management LLC
INCREASED4,2674,062+205+5%$456.3K$545.0K+$88.7K2026-11-06
MBA Advisors LLC
DECREASED4,2614,579-318-7%$518.6K$442.8K-$75.8K2026-10-29
RFG - Bristol Wealth Advisors, LLC
DECREASED4,2554,286-31-1%$485.5K$442.2K-$43.3K2026-10-09
Michael Brady & Co., LLC
DECREASED4,2504,500-250-6%$509.7K$441.7K-$68.0K2026-10-23
Prota Financial, LLC
INCREASED4,2474,242+5+0%$461.6K$442.8K-$18.8K2026-10-08
Future Financial Wealth Managment LLC
UNCHANGED4,2464,24600%$460.3K$441.2K-$19.0K2026-10-15
Sherman Asset Management, Inc.
DECREASED4,2436,194-1,951-31%$701.5K$440.9K-$260.6K2026-11-05
WealthBridge Capital Management, LLC
INCREASED4,2374,152+85+2%$470.2K$440.4K-$29.9K2026-10-16
Hoese & Co LLP
DECREASED4,2194,624-405-9%$523.7K$438.4K-$85.3K2026-10-21
Swmg, LLC
INCREASED4,2174,088+129+3%$464.8K$510.7K+$45.9K2026-10-23
ETF Store, Inc.
DECREASED4,2104,230-200%$479.1K$437.6K-$41.6K2026-10-19
Schulz Wealth, Ltd.
UNCHANGED4,2094,20900%$476.7K$437.4K-$39.3K2026-11-03
Nova Financial LLC
NEW4,202—+4,202——$436.7K—2026-11-04
Boomfish Wealth Group, LLC
INCREASED4,1913,772+419+11%$427.2K$435.5K+$8.3K2026-10-22
Capital Squared Financial LLC
INCREASED4,1913,985+206+5%$451.3K$435.5K-$15.8K2026-10-30
TCP Asset Management, LLC
INCREASED4,1884,066+122+3%$460.5K$436.6K-$23.9K2026-10-14
SageOak Financial, LLC
DECREASED4,1874,287-100-2%$485.5K$435.1K-$50.4K2026-10-19
ASL Financial, LLC
UNCHANGED4,1724,17200%$472.5K$433.6K-$39.0K2026-10-15
Financial Harvest, LLC
DECREASED4,1414,714-573-12%$533.9K$430.3K-$103.5K2026-10-15
Midwest Financial Group LLC
INCREASED4,1403,674+466+13%$416.1K$430.2K+$14.1K2026-10-15
Crew Capital Management, Ltd
UNCHANGED4,1074,10700%$465.2K$426.8K-$38.4K2026-10-28
First Growth Capital LLC
INCREASED4,1034,048+55+1%$458.5K$426.4K-$32.1K2026-10-15
Clean Yield Group
UNCHANGED4,1024,10200%$464.5K$426.3K-$38.3K2026-10-28
Asempa Wealth Advisors
UNCHANGED4,1004,10000%$464.3K$427.5K-$36.9K2026-10-07
ARQ Wealth Advisors, LLC
DECREASED4,0954,174-79-2%$456.3K$425.6K-$30.8K2026-10-29
Austin Asset Management Co Inc
UNCHANGED4,0894,08900%$463.1K$424.9K-$38.2K2026-10-29
Seed Wealth Management, Inc.
UNCHANGED4,0854,08500%$462.7K$424.5K-$38.2K2026-10-20
Tsfg, LLC
DECREASED4,08214,893-10,811-73%$1.7M$424-$1.7M2026-10-23
Owl Creek Wealth Partners LLC
DECREASED4,0794,745-666-14%$537.4K$423.9K-$113.5K2026-10-20
Moisand Fitzgerald Tamayo, LLC
INCREASED4,0773,751+326+9%$424.8K$423.7K-$1.2K2026-10-15
Collective Family Office LLC
DECREASED4,0724,090-180%$463.2K$423.2K-$40.1K2026-10-05
RBA Wealth Management, LLC
NEW4,061—+4,061——$422.0K—2026-10-28
Finward Bancorp
UNCHANGED4,0594,05900%$459.7K$421.8K-$37.9K2026-10-14
Financial Freedom, LLC
INCREASED4,0484,045+3+0%$458.2K$420.7K-$37.4K2026-11-06
Nabity-Jensen Investment Management Inc
INCREASED4,0303,328+702+21%$376.9K$418.8K+$41.9K2026-10-23
Financial Enhancement Group LLC
INCREASED4,0293,954+75+2%$447.9K$435.7K-$12.1K2026-10-08
ERn Financial, LLC
INCREASED4,0213,963+58+1%$448.8K$417.9K-$31.0K2026-10-28
Founders Capital Management
UNCHANGED4,0114,01100%$454.3K$416.8K-$37.5K2026-10-13
Pembroke Management, LTD
INCREASED4,0063,837+169+4%$434.6K$416.3K-$18.3K2026-10-21
Granite Investment Partners, LLC
UNCHANGED4,0014,00100%$453.2K$415.8K-$37.4K2026-11-04
Lynch Asset Management, Inc.
INCREASED4,0001,300+2,700+208%$147.2K$415.7K+$268.4K2026-10-28
Collaborative Capital Advisors LLC
DECREASED3,9974,921-924-19%$557.3K$415.4K-$142.0K2026-11-06
Mid-American Wealth Advisory Group, Inc.
INCREASED3,9853,796+189+5%$430.0K$414.2K-$15.8K2026-10-21
Lord & Richards Wealth Management, LLC
DECREASED3,9797,579-3,600-47%$858.4K$413.6K-$444.8K2026-10-14
Eubel Brady & Suttman Asset Management Inc
INCREASED3,9783,885+93+2%$440.0K$413-$439.6K2026-11-04
Sard Wealth Management Group, LLC
DECREASED3,9654,144-179-4%$469.3K$412.0K-$57.3K2026-10-16
Strathmore Capital Advisors, Inc.
INCREASED3,9633,924+39+1%$433.2K$497.4K+$64.2K2026-11-09
Rinkey Investments
DECREASED3,9614,261-300-7%$482.6K$411.7K-$71.0K2026-10-28
Great Waters Wealth Management
DECREASED3,9563,978-22-1%$450.5K$411.1K-$39.4K2026-10-07
Asset Planning,Inc
INCREASED3,9303,923+7+0%$444.3K$408.5K-$35.9K2026-10-26
Carrera Capital Advisors
INCREASED3,9293,763+166+4%$426.2K$408.3K-$17.9K2026-11-03
Artesa Financial Group, LLC
INCREASED3,9233,222+701+22%$365.0K$407.7K+$42.7K2026-10-29
First National Bank Sioux Falls
UNCHANGED3,8973,89700%$486.4K$405.0K-$81.4K2026-10-13
Vestia Personal Wealth Advisors
INCREASED3,8933,015+878+29%$341.4K$404.6K+$63.1K2026-10-20
Flagship Wealth Advisors, LLC
UNCHANGED3,8813,88100%$439.6K$403.3K-$36.2K2026-11-03
Ables, Iannone, Moore & Associates, Inc.
INCREASED3,8793,769+110+3%$426.9K$403.1K-$23.8K2026-10-06
Hoge Financial Services, LLC
INCREASED3,8663,842+24+1%$435.1K$401.8K-$33.3K2026-11-05
IMZ Advisory Inc
INCREASED3,8653,829+36+1%$433.7K$401.7K-$32.0K2026-11-03
Royal Harbor Partners, LLC
DECREASED3,8633,913-50-1%$443.2K$401.4K-$41.7K2026-10-29
Armstrong, Fleming & Moore, Inc
UNCHANGED3,8633,86300%$437.5K$401.5K-$36.1K2026-10-28
Landmark Wealth Management, Inc.
UNCHANGED3,8613,86100%$437.3K$401.2K-$36.1K2026-11-04
Searcy Financial Services Inc
INCREASED3,8603,857+3+0%$436.9K$401.1K-$35.7K2026-10-07
Prosperitas Financial LLC
INCREASED3,8543,848+6+0%$435.8K$400.5K-$35.3K2026-10-28
DecisionMap Wealth Management, LLC
DECREASED3,8473,985-138-3%$451.3K$399.7K-$51.6K2026-10-29
Verus Financial Partners, Inc.
INCREASED3,8463,233+613+19%$366.2K$399.7K+$33.6K2026-10-29
Rare Wolf Capital LLC
INCREASED3,8412,951+890+30%$334.2K$399.2K+$64.9K2026-10-20
BlueChip Wealth Advisors LLC
INCREASED3,8323,602+230+6%$408.0K$398.2K-$9.7K2026-11-03
Mccarter Private Wealth Services LLC
UNCHANGED3,8253,82500%$433.2K$397.5K-$35.7K2026-10-22
Centerline Wealth Advisors, LLC
INCREASED3,8173,767+50+1%$426.6K$396.7K-$30.0K2026-10-15
GSG Advisors LLC
DECREASED3,8125,338-1,526-29%$604.6K$396.1K-$208.5K2026-11-03
Burling Wealth Partners, LLC
DECREASED3,8124,295-483-11%$486.5K$396.2K-$90.3K2026-11-09
Cogent Private Wealth, Inc.
DECREASED3,8113,882-71-2%$439.7K$396.0K-$43.6K2026-11-06
Kestra Investment Management, LLC
DECREASED3,8066,178-2,372-38%$699.8K$395.5K-$304.2K2026-11-04
Acorn Creek Capital LLC
DECREASED3,8003,861-61-2%$437.3K$394.9K-$42.4K2026-11-05
Peoples Bank
INCREASED3,7943,526+268+8%$399.4K$394.3K-$5.1K2026-10-26
TigerOak Management, L.L.C.
INCREASED3,7772,677+1,100+41%$303.2K$392.5K+$89.3K2026-10-23
Meredith Wealth Planning
DECREASED3,7753,906-131-3%$442.4K$392.2K-$50.2K2026-10-14
Southern Financial Group, LLC
INCREASED3,7733,663+110+3%$414.9K$392.1K-$22.8K2026-10-30
Winter & Associates, Inc.
INCREASED3,7673,718+49+1%$421.2K$444.0K+$22.8K2026-10-23
Meridian Wealth Partners, LLC
DECREASED3,7634,749-986-21%$537.9K$391.1K-$146.8K2026-11-09
Mill Capital Management, LLC
UNCHANGED3,7473,74700%$424.4K$389.4K-$35.0K2026-10-26
Equity Wealth Partners, LLC
INCREASED3,7361,789+1,947+109%$202.6K$388.2K+$185.6K2026-10-26
Cottonwood Capital Advisors, LLC
INCREASED3,7363,735+1+0%$423.0K$388.2K-$34.8K2026-10-20
Lorne Steinberg Wealth Management Inc.
UNCHANGED3,7363,73600%$423.1K$388.2K-$34.9K2026-10-23
Searle & Co.
DECREASED3,7354,135-400-10%$468.3K$388.1K-$80.2K2026-11-04
Cypress Point Wealth Management, LLC
INCREASED3,7293,362+367+11%$380.8K$387.5K+$6.7K2026-11-03
TSA Wealth Managment LLC
INCREASED3,7293,612+117+3%$409.1K$387.5K-$21.6K2026-10-22
BetterWealth, LLC
UNCHANGED3,7293,72900%$422.3K$387.5K-$34.8K2026-10-15
Split Rock Private Trading & Wealth Management, LLC
INCREASED3,7033,670+33+1%$415.6K$384.8K-$30.8K2026-10-15
McHugh Group, LLC
UNCHANGED3,7003,70000%$419.1K$384.5K-$34.6K2026-10-19
HMV Wealth Advisors, LLC
UNCHANGED3,6923,69200%$418.2K$383.7K-$34.5K2026-10-27
ADE, LLC
INCREASED3,6903,663+27+1%$414.9K$383.5K-$31.4K2026-10-29
Sightline Wealth Advisors, LLC
INCREASED3,6883,681+7+0%$416.9K$383.3K-$33.6K2026-10-21
Marquette Asset Management, LLC
DECREASED3,6803,796-116-3%$429.9K$382.4K-$47.5K2026-10-09
Noesis Capital Mangement Corp
INCREASED3,6743,556+118+3%$402.8K$381.8K-$21.0K2026-10-26
Westbourne Investment Advisors, Inc.
DECREASED3,6723,749-77-2%$424.6K$381.6K-$43.0K2026-10-20
Kelly Financial Group LLC
INCREASED3,6633,545+118+3%$401.6K$381.0K-$20.7K2026-10-16
Plante Moran Financial Advisors, LLC
DECREASED3,6613,711-50-1%$420.3K$380.5K-$39.8K2026-11-04
Montchanin Asset Management, LLC
UNCHANGED3,6603,66000%$415.0K$380-$414.6K2026-11-02
Johnson & White Wealth Management, LLC
UNCHANGED3,6563,65600%$414.1K$379.9K-$34.1K2026-11-03
Sigma Investment Counselors Inc
DECREASED3,6543,861-207-5%$437.3K$379.8K-$57.5K2026-10-27
TrustWell Financial Advisors, LLC
INCREASED3,6492,791+858+31%$316.1K$379.2K+$63.1K2026-10-15
Compass Financial Services Inc
UNCHANGED3,6403,64000%$412.3K$378.3K-$34.0K2026-11-06
Bullseye Investment Management, LLC
UNCHANGED3,6403,64000%$412.3K$378.3K-$34.0K2026-10-29
Dagco, Inc.
DECREASED3,6244,497-873-19%$509.3K$376.6K-$132.7K2026-10-20
RVW Wealth, LLC
INCREASED3,6103,591+19+1%$406.7K$375.2K-$31.6K2026-10-06
TL Private Wealth
UNCHANGED3,6063,60600%$402.2K$407.8K+$5.6K2026-10-13
AmeriServ Wealth Advisors
DECREASED3,6054,539-934-21%$514.1K$374.6K-$139.5K2026-10-21
Odyssey Capital Advisors, Inc.
DECREASED3,6014,021-420-10%$455.4K$374.2K-$81.2K2026-10-26
Curat Global, LLC
INCREASED3,6002,606+994+38%$392.0K$374.1K-$17.8K2026-10-26
Maple Capital Management, Inc.
DECREASED3,5653,908-343-9%$442.6K$370.5K-$72.1K2026-11-02
Toews Corp
UNCHANGED3,5553,55500%$402.6K$369.4K-$33.2K2026-11-09
Grey Fox Wealth Advisors, LLC
DECREASED3,5503,803-253-7%$430.7K$368.9K-$61.8K2026-11-03
Heritage Investment Group, Inc.
INCREASED3,5413,528+13+0%$399.6K$368.0K-$31.6K2026-11-03
CJM Wealth Advisers, Ltd.
DECREASED3,5303,721-191-5%$421.4K$366.8K-$54.6K2026-10-27
Trail Ridge Investment Advisors, LLC
DECREASED3,5193,558-39-1%$403.0K$365.7K-$37.3K2026-10-16
Eurizon SLJ Capital Ltd
INCREASED3,5023,076+426+14%$348.4K$363.9K+$15.5K2026-11-06
Crescent Grove Advisors, LLC
INCREASED3,4983,497+1+0%$396.1K$363.5K-$32.6K2026-10-21
Waller Financial Planning Group, Inc
UNCHANGED3,4983,49800%$396.2K$363.6K-$32.6K2026-10-07
Argus Investors' Counsel, Inc.
DECREASED3,4957,773-4,278-55%$880.4K$363.2K-$517.2K2026-10-09
Client 1ST Advisory Group, LLC
DECREASED3,4874,474-987-22%$506.8K$362.4K-$144.4K2026-10-19
Acima Private Wealth, LLC
DECREASED3,4863,900-414-11%$441.7K$362.3K-$79.4K2026-10-05
Mountain Capital Investment Advisors Inc.
INCREASED3,4843,482+2+0%$394.3K$362.1K-$32.2K2026-11-06
Opal Wealth Advisors, LLC
DECREASED3,4813,631-150-4%$411.2K$361.7K-$49.5K2026-10-16
Fagan Associates, Inc.
INCREASED3,4792,119+1,360+64%$240.0K$361.5K+$121.5K2026-10-13
Staley Capital Advisers Inc
UNCHANGED3,4773,47700%$393.8K$361.3K-$32.5K2026-11-06
TriaGen Wealth Management LLC
UNCHANGED3,4723,47200%$393.2K$360.8K-$32.4K2026-10-14
Keener Financial Planning LLC
UNCHANGED3,4643,46400%$392.0K$360.0K-$32.0K2026-11-06
Fortitude Family Office, LLC
INCREASED3,4552,930+525+18%$331.9K$359.0K+$27.2K2026-10-14
Marion Wealth Management
INCREASED3,4543,404+50+1%$385.5K$358.9K-$26.6K2026-10-22
Leslie Global Wealth, LLC
INCREASED3,4523,286+166+5%$372.2K$358.7K-$13.4K2026-10-26
WP Advisors, LLC
INCREASED3,4503,442+8+0%$389.9K$358.5K-$31.3K2026-10-22
FIG Financial Advisory Services Inc
UNCHANGED3,4473,44700%$390.4K$358.2K-$32.2K2026-10-07
Legacy Capital Group California, Inc.
DECREASED3,4303,651-221-6%$413.5K$356.4K-$57.1K2026-11-09
Tenzing Financial LLC
DECREASED3,4143,476-62-2%$384.6K$405.2K+$20.7K2026-11-03
Bonfire Financial
INCREASED3,4003,335+65+2%$377.7K$353.4K-$24.4K2026-11-06
Navalign, LLC
INCREASED3,3903,106+284+9%$351.7K$352.3K+$5442026-11-09
Asio Capital, LLC
DECREASED3,3873,409-22-1%$386.1K$352.0K-$34.1K2026-10-19
Eagle Wealth Strategies LLC
INCREASED3,3863,335+51+2%$377.7K$351.9K-$25.8K2026-10-20
Legacy Solutions, LLC
DECREASED3,3843,589-205-6%$406.5K$351.7K-$54.8K2026-10-07
Scott & Selber, Inc.
UNCHANGED3,3833,38300%$383.2K$351.6K-$31.6K2026-10-21
Latitude Advisors, LLC
DECREASED3,3743,422-48-1%$387.6K$350.6K-$36.9K2026-10-27
Nolet Wealth Management, LLC
INCREASED3,3703,273+97+3%$370.7K$350.2K-$20.5K2026-10-15
Prairiewood Capital, LLC
INCREASED3,3493,319+30+1%$375.9K$348.0K-$27.8K2026-10-16
CDM Financial Counseling Services, Inc.
INCREASED3,3433,341+2+0%$378.4K$347.4K-$31.0K2026-10-15
Instrumental Wealth, LLC
INCREASED3,3413,260+81+2%$369.3K$347.2K-$22.1K2026-10-20
Catalyst Private Wealth, LLC
NEW3,340—+3,340——$347.1K—2026-10-13
Foundation Wealth Management, Llc\pa
INCREASED3,3402,249+1,091+49%$254.7K$347.1K+$92.4K2026-10-14
BNB Wealth Management, LLC
INCREASED3,3253,320+5+0%$376.1K$345.6K-$30.5K2026-10-28
Rubicon Advisors, GP
INCREASED3,3202,286+1,034+45%$259.0K$345.0K+$86.0K2026-10-23
Alaska Wealth Advisors, LLC
INCREASED3,3162,918+398+14%$330.4K$344.5K+$14.1K2026-11-09
Allen Wealth Management, LLC
DECREASED3,3156,389-3,074-48%$723.6K$344.5K-$379.1K2026-10-29
Ridgeline Wealth Planning, LLC
INCREASED3,3072,948+359+12%$333.9K$343.7K+$9.8K2026-10-29
Intentional Wealth Strategies, LLC
INCREASED3,3052,162+1,143+53%$244.9K$343.4K+$98.6K2026-11-09
ACT Advisors, Llc.
INCREASED3,2972,739+558+20%$310.2K$342.7K+$32.5K2026-10-15
Horizon Wealth Management, LLC
INCREASED3,2963,291+5+0%$372.7K$342.5K-$30.3K2026-11-02
Cora Capital Advisors LLC
INCREASED3,2903,288+2+0%$372.4K$341.9K-$30.5K2026-11-02
Steph & Co
INCREASED3,2893,054+235+8%$345.9K$341.8K-$4.1K2026-10-07
Wheels Up Wealth, Inc.
UNCHANGED3,2853,28500%$372.1K$341.4K-$30.7K2026-10-27
Rainey & Randall Wealth Advisors Inc.
UNCHANGED3,2833,28300%$371.8K$341.2K-$30.7K2026-10-26
Avid Wealth Partners LLC
DECREASED3,2754,377-1,102-25%$495.7K$340.4K-$155.4K2026-11-03
Legacy Wealth Partners, LLC
INCREASED3,2732,963+310+10%$335.6K$340.1K+$4.5K2026-10-15
Randall & Associates Wealth Management
INCREASED3,2682,925+343+12%$331.3K$339.6K+$8.3K2026-10-20
MQS Management LLC
NEW3,262—+3,262——$339.0K—2026-11-06
Dakota Community Bank & Trust NA
INCREASED3,2502,912+338+12%$329.8K$337.7K+$7.9K2026-10-09
Storen Legacy Partners, LLC
DECREASED3,2503,339-89-3%$378.2K$337.7K-$40.4K2026-11-09
Cherry Tree Wealth Management, LLC
DECREASED3,2463,346-100-3%$379.0K$337.4K-$41.6K2026-10-15
Financial Concepts Unlimited, Inc.
INCREASED3,2323,228+4+0%$365.6K$335.9K-$29.8K2026-11-06
JBR Co Financial Management Inc
UNCHANGED3,2223,22200%$364.9K$350.6K-$14.3K2026-10-13
Clark Financial Services Group Inc
DECREASED3,2216,136-2,915-48%$695.0K$334.7K-$360.2K2026-10-19
Shelton Wealth Management, LLC
NEW3,210—+3,210——$333.6K—2026-10-16
Carolina Wealth Management Inc
INCREASED3,2072,611+596+23%$295.8K$333.2K+$37.5K2026-10-29
Mission Financial Group, LLC
DECREASED3,2073,237-30-1%$366.6K$333.3K-$33.3K2026-10-21
Leonard Rickey Investment Advisors P.L.L.C.
DECREASED3,2053,219-140%$364.6K$333.0K-$31.5K2026-10-29
Obsidian CIO, LLC
INCREASED3,2022,949+253+9%$334.0K$332.7K-$1.3K2026-11-05
Walser Wealth Management Company, A Ltd Liability Co
INCREASED3,1972,758+439+16%$312.3K$332.3K+$19.9K2026-10-15
Matrix Asset Advisors Inc
UNCHANGED3,1913,19100%$361.4K$331.6K-$29.8K2026-10-13
Alpine Bank Wealth Management
DECREASED3,1833,340-157-5%$378.3K$330.8K-$47.5K2026-10-16
Hibernia Wealth Partners, LLC
INCREASED3,1692,102+1,067+51%$238.0K$329.3K+$91.3K2026-10-29
tru Independence LLC
INCREASED3,1692,150+1,019+47%$243.5K$329.4K+$85.8K2026-10-20
TFB Advisors LLC
NEW3,168—+3,168——$329.2K—2026-11-02
Melfa Wealth Management, Inc.
NEW3,166—+3,166——$329.0K—2026-11-06
Yoder Wealth Management, Inc.
INCREASED3,1642,936+228+8%$332.5K$328.8K-$3.7K2026-10-13
Values Added Financial LLC
DECREASED3,1633,179-160%$360.1K$328.7K-$31.4K2026-10-28
Darrow Company, Inc.
UNCHANGED3,1543,15400%$357.2K$327.8K-$29.5K2026-10-22
Lawson Kroeker Investment Management Inc
UNCHANGED3,1503,15000%$356.8K$327.3K-$29.4K2026-10-22
Iron Financial LLC
DECREASED3,14810,888-7,740-71%$1.2M$327.1K-$906.0K2026-10-23
Prospera Capital Management, LLC
INCREASED3,1482,836+312+11%$314.9K$327.1K+$12.2K2026-10-19
Carl P. Sherr & Co., LLC
DECREASED3,1443,368-224-7%$381.4K$326.7K-$54.7K2026-11-06
Blue Zone Wealth Advisors, LLC
DECREASED3,1393,165-26-1%$358.5K$326.2K-$32.3K2026-10-19
Strata Wealth Advisors, LLC
INCREASED3,1042,800+304+11%$317.1K$322.6K+$5.4K2026-10-16
Master's Wealth Management Inc.
INCREASED3,1022,613+489+19%$295.9K$322.3K+$26.4K2026-10-22
Kendall Capital Management
DECREASED3,0983,408-310-9%$386.0K$321.9K-$64.0K2026-10-23
Marks Group Wealth Management, Inc
DECREASED3,0963,255-159-5%$368.7K$321.7K-$46.9K2026-11-05
Arch Global Advisors, LLC
DECREASED3,0933,201-108-3%$362.5K$321.4K-$41.1K2026-10-23
Integris Wealth Management, LLC
INCREASED3,0912,610+481+18%$295.6K$321.2K+$25.6K2026-10-14
Kelly Financial Services LLC
INCREASED3,0893,038+51+2%$344.1K$321.0K-$23.2K2026-10-20
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED3,0873,103-16-1%$351.4K$320.8K-$30.6K2026-10-13
Avaii Wealth Management, LLC
DECREASED3,0813,593-512-14%$406.9K$321.2K-$85.7K2026-10-09
Market Street Wealth Management Advisors LLC
INCREASED3,0802,600+480+18%$294.4K$320.0K+$25.6K2026-10-09
Alterna Wealth Management, Inc
INCREASED3,0772,947+130+4%$333.8K$319.8K-$14.0K2026-10-27
Post Resch Tallon Group Inc.
INCREASED3,0712,971+100+3%$336.5K$319.1K-$17.4K2026-10-09
RAM Investment Partners, LLC
INCREASED3,0692,975+94+3%$336.9K$318.9K-$18.0K2026-10-21
Vilga Financial Planning LLC
INCREASED3,0652,929+136+5%$331.7K$318.5K-$13.2K2026-10-09
Boyum Wealth Architects LLC
INCREASED3,0623,002+60+2%$344.6K$319.2K-$25.3K2026-10-06
Green Ridge Wealth Planning LLC
DECREASED3,0604,008-948-24%$454.0K$318.0K-$136.0K2026-10-08
Sculati Wealth Management, LLC
DECREASED3,0593,360-301-9%$383.8K$345.9K-$37.9K2026-10-19
Villere ST Denis J & Co LLC
UNCHANGED3,0563,05600%$346.1K$317.6K-$28.5K2026-11-04
Cottage Street Advisors LLC
DECREASED3,0543,731-677-18%$422.6K$317.4K-$105.2K2026-10-19
Macroview Investment Management LLC
DECREASED3,0533,343-290-9%$378.7K$317.3K-$61.4K2026-10-26
Lakeshore Financial Planning, Inc.
UNCHANGED3,0513,05100%$345.6K$317.1K-$28.5K2026-10-13
Ticino Wealth
DECREASED3,0483,183-135-4%$360.5K$316.7K-$43.8K2026-10-13
Fiscal Wisdom Wealth Management, LLC
DECREASED3,0483,063-150%$346.9K$316.8K-$30.2K2026-10-16
Sollinda Capital Management LLC
INCREASED3,0422,914+128+4%$330.0K$316.1K-$13.9K2026-11-09
Taylor Securities Services, Inc.
DECREASED3,0384,379-1,341-31%$496.0K$315.7K-$180.3K2026-10-20
Ring Mountain Capital, LLC
DECREASED3,0363,222-186-6%$364.9K$315.5K-$49.4K2026-10-13
truNorth Financial Services, Inc.
UNCHANGED3,0353,03500%$343.7K$315.4K-$28.3K2026-11-06
Cookson Peirce & Co Inc
DECREASED3,0274,400-1,373-31%$498.4K$314.6K-$183.8K2026-10-30
Sovereign Investment Advisors, LLC
DECREASED3,0215,197-2,176-42%$588.6K$313.9K-$274.7K2026-11-09
Retirement Guys Formula LLC
DECREASED3,01928,760-25,741-89%$3.3M$318.7K-$2.9M2026-10-26
Dynamic Financial Group
INCREASED3,0153,008+7+0%$340.7K$313.3K-$27.4K2026-10-28
Argos Wealth Advisors, LLC
INCREASED3,0132,985+28+1%$338.1K$313.1K-$25.0K2026-11-02
Baring Financial LLC
DECREASED3,0063,034-28-1%$343.6K$312.4K-$31.2K2026-10-07
Powell Investment Advisors, LLC
UNCHANGED3,0063,00600%$340.5K$312.4K-$28.1K2026-10-22
Pictet North America Advisors SA
UNCHANGED3,0003,00000%$339.8K$311.8K-$28.0K2026-10-21
A. D. Beadell Investment Counsel, Inc.
UNCHANGED3,0003,00000%$339$311-$282026-10-14
Dodds Wealth, LLC
UNCHANGED3,0003,00000%$339.8K$311.8K-$28.0K2026-11-02
Mcdonald Partners LLC
INCREASED2,9952,795+200+7%$316.6K$311.2K-$5.3K2026-11-03
Grand Wealth Management, LLC
INCREASED2,9912,150+841+39%$243.5K$310.8K+$67.3K2026-11-09
Warner Financial, Inc
DECREASED2,9892,994-50%$339.1K$310.6K-$28.5K2026-11-06
Prudent Man Investment Management, Inc.
INCREASED2,9872,969+18+1%$330.8K$310.4K-$20.4K2026-11-03
First Financial Group Corp
DECREASED2,9863,016-30-1%$341.6K$310.3K-$31.3K2026-10-22
Henderson Brothers Financial Partners, LLC
DECREASED2,9812,983-20%$337.9K$309.8K-$28.1K2026-11-03
Portfolio Strategies, Inc.
UNCHANGED2,9812,98100%$337.6K$309.8K-$27.8K2026-11-06
Salomon & Ludwin, LLC
DECREASED2,9752,983-80%$324.6K$309.2K-$15.4K2026-10-29
jvl associates llc
INCREASED2,9722,200+772+35%$249.2K$308.9K+$59.7K2026-10-09
Opinicus Capital, Inc.
INCREASED2,9712,825+146+5%$320.0K$308.7K-$11.2K2026-10-28
Del-Sette Capital Management, LLC
DECREASED2,9653,703-738-20%$419.4K$308.1K-$111.3K2026-10-23
Avity Investment Management Inc.
DECREASED2,9653,415-450-13%$386.8K$308.1K-$78.7K2026-10-09
Palatine Hill Wealth Management, LLC
UNCHANGED2,9632,96300%$335.6K$308.0K-$27.6K2026-11-03
Leisure Capital Management
INCREASED2,9622,960+2+0%$335.3K$307.8K-$27.4K2026-11-03
Landaas & Co
DECREASED2,9603,101-141-5%$351.2K$307.6K-$43.6K2026-10-29
Dynamic Wealth Strategies, LLC
INCREASED2,9582,919+39+1%$330.6K$307.4K-$23.2K2026-10-16
Cpwa, LLC
DECREASED2,9582,970-120%$336.4K$334.5K-$1.9K2026-11-04
BCU Wealth Advisors, LLC
DECREASED2,9562,971-150%$336.5K$307.2K-$29.3K2026-10-16
Schwartz Investment Counsel Inc
UNCHANGED2,9502,95000%$334.1K$306.6K-$27.6K2026-10-26
Old Peak Finance LLC
INCREASED2,9472,764+183+7%$313.1K$306.2K-$6.9K2026-11-02
Colorado Capital Management, Inc.
INCREASED2,9422,723+219+8%$308$306-$22026-10-15
Grantvest Financial Group LLC
UNCHANGED2,9272,92700%$331.5K$304.2K-$27.3K2026-10-21
Cornell Pochily Investment Advisors, Inc.
DECREASED2,9173,599-682-19%$407.6K$303.1K-$104.5K2026-10-19
Amicus Financial Advisors, LLC
INCREASED2,9102,856+54+2%$323.5K$302.4K-$21.0K2026-11-03
Professional Advisory Services Inc
DECREASED2,9002,950-50-2%$334$301-$332026-10-08
Cherrydale Wealth Management, LLC
INCREASED2,8992,849+50+2%$322.6K$301.2K-$21.4K2026-10-20
Talbot Financial, LLC
INCREASED2,8952,745+150+5%$310.9K$300.8K-$10.1K2026-10-19
Provident Wealth Management, LLC
DECREASED2,8894,092-1,203-29%$463.5K$300.2K-$163.2K2026-10-20
Karras Company, Inc.
DECREASED2,8882,933-45-2%$332.2K$300.2K-$32.1K2026-10-16
Conrad Siegel Investment Advisors, Inc.
DECREASED2,8823,257-375-12%$368.9K$299.5K-$69.4K2026-10-08
Northern Lights Advisors, Inc.
DECREASED2,8753,193-318-10%$361.7K$298.8K-$62.9K2026-10-21
Highland Investment Advisors LLC
INCREASED2,8682,686+182+7%$304.3K$298.1K-$6.2K2026-11-09
Stanley-Laman Group, Ltd.
DECREASED2,8602,870-100%$325.1K$297.2K-$27.8K2026-10-20
Guardian Wealth Advisors, LLC
DECREASED2,8593,335-476-14%$377.8K$341.1K-$36.6K2026-10-30
ETF Portfolio Partners, Inc.
UNCHANGED2,8592,85900%$323.8K$297.1K-$26.7K2026-10-22
AdviceOne Advisory Services, LLC
UNCHANGED2,8532,85300%$323.2K$296.5K-$26.6K2026-10-19
True Link Financial Advisors, LLC
DECREASED2,8523,151-299-9%$356.9K$296.4K-$60.5K2026-10-27
Blume Capital Management, Inc.
UNCHANGED2,8502,85000%$322.8K$296.2K-$26.6K2026-10-26
Chapman Financial Group, LLC
UNCHANGED2,8502,85000%$322.8K$296.2K-$26.6K2026-10-26
Tactive Advisors, LLC
DECREASED2,8383,197-359-11%$362.1K$294.9K-$67.2K2026-10-08
Eagle Capital Management, LLC
DECREASED2,8374,167-1,330-32%$472$295-$1772026-10-19
Dhjj Financial Advisors, Ltd.
DECREASED2,8332,852-19-1%$323.0K$294.4K-$28.6K2026-10-23
Hill Island Financial LLC
DECREASED2,8272,917-90-3%$330.4K$293.8K-$36.6K2026-10-20
Invested Advisors
DECREASED2,8182,997-179-6%$339.4K$292.8K-$46.6K2026-10-23
Dahring | Cusmano LLC
INCREASED2,8142,807+7+0%$318.0K$292.4K-$25.5K2026-11-03
Security National Bank
INCREASED2,8082,788+20+1%$315.8K$291.8K-$24.0K2026-10-26
Northland Securities, Inc.
DECREASED2,8022,902-100-3%$328.7K$291.2K-$37.5K2026-11-02
Gradient Capital Advisors, LLC
INCREASED2,8022,737+65+2%$310.0K$291.2K-$18.8K2026-10-21
Sage Investment Counsel LLC
INCREASED2,8022,800+2+0%$317.1K$291.2K-$25.9K2026-10-26
Acorn Financial Advisory Services Inc
INCREASED2,7982,683+115+4%$303.8K$290.8K-$13.1K2026-11-02
Activest Wealth Management
DECREASED2,7973,000-203-7%$339.8K$290.7K-$49.1K2026-10-15
Level Wealth Management LLC
NEW2,787—+2,787——$289.6K—2026-10-23
Hopwood Financial Services, Inc.
DECREASED2,7863,036-250-8%$343.9K$289.5K-$54.3K2026-10-29
Orca Wealth Management, LLC
INCREASED2,7842,781+3+0%$315.0K$289.3K-$25.7K2026-10-14
KFG LLC
NEW2,783—+2,783——$289.2K—2026-11-02
J.Safra Asset Management Corp
UNCHANGED2,7772,77700%$314.5K$288.6K-$25.9K2026-11-03
GuidedMoney, LLC
UNCHANGED2,7752,77500%$314.3K$288.4K-$25.9K2026-10-29
Sentinel Pension Advisors, LLC
INCREASED2,7722,159+613+28%$246.7K$288.1K+$41.4K2026-11-02
Hughes Financial Services, LLC
INCREASED2,7642,558+206+8%$289.7K$335.1K+$45.4K2026-10-30
Meadowbrook Wealth Management, LLC
INCREASED2,7642,704+60+2%$294.2K$287.2K-$7.0K2026-10-08
Holos Integrated Wealth LLC
UNCHANGED2,7542,75400%$307.2K$326.9K+$19.7K2026-10-23
Reston Wealth Management LLC
INCREASED2,7472,342+405+17%$265.2K$285.5K+$20.3K2026-10-29
Flagstone Financial Management
UNCHANGED2,7452,74500%$310.8K$285.2K-$25.6K2026-11-05
Daviman Financial, LLC
INCREASED2,7442,558+186+7%$289.7K$285.2K-$4.5K2026-11-06
Strategic Wealth Investment Group, LLC
DECREASED2,7384,179-1,441-34%$473.3K$284.5K-$188.8K2026-10-29
Miller Wealth Advisors, LLC
UNCHANGED2,7362,73600%$309.9K$284.3K-$25.6K2026-11-02
Essential Investment Partners LLC
DECREASED2,7303,000-270-9%$339.8K$283.7K-$56.1K2026-10-27
John Boyer, Inc.
INCREASED2,7212,715+6+0%$307.5K$282.7K-$24.8K2026-10-27
Penn Davis Mcfarland Inc
UNCHANGED2,7202,72000%$308.1K$282.7K-$25.4K2026-10-23
Sterling Manor Financial, LLC
NEW2,714—+2,714——$282.0K—2026-10-21
Curry Webb Wealth Management LLC
UNCHANGED2,7142,71400%$307.4K$307.4K$02026-10-22
Citrine Capital LLC
INCREASED2,7102,613+97+4%$296.0K$281.6K-$14.3K2026-10-14
Triumph Capital Management
INCREASED2,7062,536+170+7%$287.3K$281.2K-$6.1K2026-10-14
Wright Wealth LLC
DECREASED2,7033,083-380-12%$349.2K$280.9K-$68.3K2026-10-29
Reik & Co., LLC
UNCHANGED2,7002,70000%$305.8K$280.6K-$25.2K2026-10-27
Advus Financial Partners, LLC
DECREASED2,6993,317-618-19%$375.7K$280.4K-$95.3K2026-10-20
Stonekeep Investments, LLC
DECREASED2,6972,716-19-1%$308$280.3K+$280.0K2026-10-15
Cooper S Advisors, LLC
DECREASED2,6932,695-20%$305.2K$279.9K-$25.4K2026-11-03
Intrinsic Value Partners, LLC
UNCHANGED2,6912,69100%$304.8K$279.6K-$25.1K2026-11-09
Deroy & Devereaux Private Investment Counsel Inc
UNCHANGED2,6912,69100%$305.0K$280-$304.7K2026-10-26
Stockman Wealth Management, Inc.
INCREASED2,6892,366+323+14%$268.0K$279.4K+$11.5K2026-10-27
Carmel Capital Partners, LLC
DECREASED2,6854,937-2,252-46%$559.2K$279.0K-$280.1K2026-11-03
Opus Capital Group, LLC
UNCHANGED2,6852,68500%$304.0K$279-$303.7K2026-10-30
Graham Capital Wealth Management, LLC
UNCHANGED2,6832,68300%$303.9K$278.8K-$25.1K2026-10-26
Financial Planning Navigators Corp
INCREASED2,6782,451+227+9%$277.6K$278.3K+$6992026-10-14
Halbert Hargrove Global Advisors, LLC
DECREASED2,6764,547-1,871-41%$515.0K$278.1K-$236.9K2026-10-16
Smith Partners Wealth Management, LLC
NEW2,674—+2,674——$277.9K—2026-11-05
Peck Wealth Management, LLC
UNCHANGED2,6742,67400%$302.9K$277.9K-$25.0K2026-10-29
Arbor Investment Advisors, LLC
DECREASED2,6643,735-1,071-29%$423.0K$276.8K-$146.2K2026-10-26
Garrison Bradford & Associates Inc
UNCHANGED2,6642,66400%$301.7K$276.8K-$24.9K2026-10-27
Johnson Financial Group, LLC
DECREASED2,6627,632-4,970-65%$864.4K$276.6K-$587.8K2026-11-03
ODonnell Financial Services, LLC
INCREASED2,6481,812+836+46%$205.3K$275.2K+$69.9K2026-11-09
James J. Burns & Company, LLC
INCREASED2,6392,480+159+6%$280.9K$274.2K-$6.7K2026-10-22
Griffith & Werner, Inc.
DECREASED2,6362,651-15-1%$300.0K$273.9K-$26.1K2026-11-04
Elser Financial Planning, Inc
INCREASED2,6352,534+101+4%$287.0K$273.8K-$13.2K2026-10-16
Parrish Capital LLC
DECREASED2,6304,873-2,243-46%$551.9K$273.3K-$278.6K2026-10-01
Omnitrust Wealth Management, Inc
NEW2,628—+2,628——$273.1K—2026-11-02
Camelot Portfolios, LLC
UNCHANGED2,6262,62600%$297.4K$272.9K-$24.5K2026-11-09
Bedminster, LLC
UNCHANGED2,6252,62500%$297.3K$272.8K-$24.5K2026-11-04
Tribridge Partners Financial LLC
INCREASED2,6222,594+28+1%$289.9K$334.8K+$44.9K2026-11-09
Mader & Shannon Wealth Management, Inc.
INCREASED2,6192,492+127+5%$282.2K$272.2K-$10.1K2026-11-02
Berkshire Money Management, Inc.
NEW2,617—+2,617——$272.0K—2026-10-21
Brooklyn FI, LLC
NEW2,614—+2,614——$337.7K—2026-11-05
Poinciana Advisors Group, LLC
INCREASED2,6042,603+1+0%$294.9K$270.6K-$24.3K2026-11-06
Brown Wealth Management, LLC
DECREASED2,5923,290-698-21%$372.6K$269.4K-$103.3K2026-10-20
BankPlus Wealth Management LLC
INCREASED2,5922,440+152+6%$276.5K$269.2K-$7.3K2026-10-13
Blankinship & Foster, LLC
INCREASED2,5912,538+53+2%$287.5K$269.2K-$18.3K2026-10-19
Dupree Financial Group, LLC
INCREASED2,5891,813+776+43%$205.3K$269.0K+$63.7K2026-10-09
Visionary Horizons, LLC
NEW2,588—+2,588——$269.0K—2026-10-22
Mcdaniel Terry & Co
DECREASED2,5862,587-10%$293.0K$268.7K-$24.3K2026-11-05
Abacus Wealth Partners, LLC
DECREASED2,5853,862-1,277-33%$437.4K$268.7K-$168.8K2026-11-03
Cornerstone Planning Group LLC
INCREASED2,5752,528+47+2%$276.4K$286.7K+$10.3K2026-10-16
Veery Capital, LLC
DECREASED2,5752,594-19-1%$293.8K$267.6K-$26.2K2026-10-07
Sage Investment Advisers LLC
INCREASED2,5742,564+10+0%$290.4K$267.5K-$22.9K2026-10-21
Regatta Capital Group, LLC
INCREASED2,5632,522+41+2%$285.7K$266.3K-$19.3K2026-10-23
Expressive Wealth LLC
DECREASED2,5596,323-3,764-60%$716.1K$265.9K-$450.2K2026-11-09
Brown Financial Advisory
DECREASED2,5533,415-862-25%$386.8K$265.3K-$121.5K2026-11-05
IVC Wealth Advisors LLC
INCREASED2,5532,372+181+8%$268.7K$265.3K-$3.3K2026-10-23
Accelerate Investment Advisors LLC
DECREASED2,5532,670-117-4%$302.4K$265.3K-$37.1K2026-11-02
Chiron Capital Management, LLC
DECREASED2,5512,562-110%$290.2K$265.1K-$25.1K2026-10-15
Park Place Capital Corp
DECREASED2,54827,204-24,656-91%$3.1M$264.8K-$2.8M2026-11-09
Matauro, LLC
INCREASED2,5402,436+104+4%$275.8K$264.0K-$11.8K2026-11-03
Barton Investment Management
UNCHANGED2,5352,53500%$287.1K$263.4K-$23.7K2026-10-27
Cassilly Financial Group LLC
INCREASED2,5292,264+265+12%$256.4K$262.8K+$6.4K2026-10-07
Spectrum Advisors, Inc.
DECREASED2,5282,566-38-1%$290.7K$262.8K-$27.9K2026-11-03
RED Lighthouse Investment Management, LLC
DECREASED2,5212,537-16-1%$287.3K$262.0K-$25.4K2026-11-02
Valley Wealth Managers, Inc.
UNCHANGED2,5102,51000%$284.3K$260.8K-$23.4K2026-10-09
SLT Holdings LLC
DECREASED2,5023,932-1,430-36%$445.3K$260.0K-$185.3K2026-10-15
Redwood Financial Network Corp
DECREASED2,5012,713-212-8%$307.3K$259.9K-$47.4K2026-11-03
Sloy Dahl & Holst, LLC
INCREASED2,4912,001+490+24%$226.6K$258.9K+$32.2K2026-10-14
Cranbrook Wealth Management, LLC
INCREASED2,4912,490+1+0%$282.1K$258.8K-$23.2K2026-10-28
William Mack & Associates, Inc.
INCREASED2,4902,424+66+3%$274.6K$258.8K-$15.7K2026-10-27
Share Andrew L.
NEW2,488—+2,488——$258.6K—2026-11-06
Cosner Financial Group, LLC
UNCHANGED2,4882,48800%$281.8K$258.6K-$23.2K2026-11-03
Smallwood Wealth Investment Management, LLC
INCREASED2,4672,266+201+9%$256.7K$256.4K-$2802026-10-30
Financial Symmetry Inc
DECREASED2,4602,639-179-7%$298.9K$255.6K-$43.3K2026-10-06
Buttonwood Financial Advisors Inc.
DECREASED2,4572,621-164-6%$296.9K$255.3K-$41.6K2026-10-13
Hidden Cove Wealth Management, LLC
DECREASED2,4542,522-68-3%$285.6K$255.0K-$30.6K2026-10-19
Nautilus Advisors LLC
NEW2,452—+2,452——$254.8K—2026-10-07
Astra Wealth Partners LLC
DECREASED2,4492,802-353-13%$317.3K$254.5K-$62.9K2026-11-06
WPG Advisers, LLC
DECREASED2,4472,551-104-4%$288.9K$254.3K-$34.6K2026-10-27
Altiora Financial Group, LLC
DECREASED2,4472,448-10%$277.3K$254.3K-$23.0K2026-11-04
Sierra Ocean, LLC
DECREASED2,4432,505-62-2%$283.8K$253.8K-$29.9K2026-11-03
Journey Beyond Wealth, LLC
DECREASED2,4312,891-460-16%$327.4K$252.6K-$74.8K2026-11-04
RFG Holdings, Inc.
DECREASED2,4282,473-45-2%$280.2K$252.4K-$27.8K2026-10-30
Altar Rock LLC
DECREASED2,4252,942-517-18%$333.2K$270.0K-$63.2K2026-11-06
Base Wealth Management LLC
INCREASED2,4242,408+16+1%$272.7K$251.9K-$20.8K2026-10-21
Crane Advisory, LLC
UNCHANGED2,4242,42400%$278.6K$254.7K-$23.9K2026-10-13
Cathy Pareto & Associates, Inc
DECREASED2,4232,538-115-5%$287.8K$252.3K-$35.5K2026-10-15
GenTrust, LLC
NEW2,422—+2,422——$251.7K—2026-11-06
Philip James Wealth Mangement, LLC
INCREASED2,4202,418+2+0%$273.8K$251.5K-$22.4K2026-10-27
Global Wealth Management, LLC
INCREASED2,4152,410+5+0%$273.0K$251.0K-$22.0K2026-10-15
Longview Financial Advisors, Inc.
DECREASED2,4142,590-176-7%$293.3K$250.9K-$42.4K2026-10-09
Diversified Portfolios, Inc.
DECREASED2,4122,477-65-3%$280.5K$250.7K-$29.9K2026-11-04
WealthTrust Asset Management, LLC
INCREASED2,4051,843+562+30%$208.7K$249.9K+$41.2K2026-10-22
Taylor Financial Group, Inc.
UNCHANGED2,4052,40500%$272.4K$249.9K-$22.5K2026-11-02
Keeler Thomas Management LLC
UNCHANGED2,4012,40100%$271.9K$249.5K-$22.4K2026-10-29
Milestones Private Investment Advisors LLC
UNCHANGED2,4002,40000%$271.8K$249.4K-$22.4K2026-10-19
Ariadne Wealth Management, LP
INCREASED2,3931,820+573+31%$206.1K$248.7K+$42.5K2026-11-06
Stone House Investment Management, LLC
DECREASED2,3832,661-278-10%$301.4K$247.7K-$53.7K2026-10-23
Discipline Wealth Solutions, LLC
DECREASED2,3822,633-251-10%$298.3K$247.5K-$50.8K2026-10-14
Harbour Capital Advisors, LLC
UNCHANGED2,3752,37500%$270.5K$246.8K-$23.7K2026-10-13
Richwood Investment Advisors, LLC
NEW2,365—+2,365——$245.8K—2026-10-30
BCM Advisors, LLC
DECREASED2,3632,938-575-20%$321.6K$291.9K-$29.8K2026-11-03
Howard Wealth Management, LLC
UNCHANGED2,3592,35900%$267.2K$245.1K-$22.0K2026-10-28
Riversedge Advisors, LLC
DECREASED2,3586,455-4,097-63%$731.1K$245.1K-$486.0K2026-10-09
Baker Boyer National Bank
UNCHANGED2,3562,35600%$266.8K$244.8K-$22.0K2026-11-05
Financial Network Wealth Advisors LLC
INCREASED2,3552,281+74+3%$258.4K$244.8K-$13.6K2026-10-28
Valtinson Bruner Financial Planning LLC
INCREASED2,3542,353+1+0%$266.4K$244.6K-$21.8K2026-11-02
Highland Financial Advisors, LLC
INCREASED2,3512,095+256+12%$237.3K$244.3K+$7.0K2026-10-19
Nichols & Pratt Advisers LLP
NEW2,344—+2,344——$244.4K—2026-10-13
Woodley Farra Manion Portfolio Management Inc
INCREASED2,3432,338+5+0%$264.8K$243.5K-$21.3K2026-11-05
Richmond Investment Services, LLC
NEW2,336—+2,336——$242.7K—2026-10-29
Juncture Wealth Strategies, LLC
INCREASED2,3362,335+1+0%$264.5K$242.7K-$21.7K2026-10-06
Sarver Vrooman Wealth Advisors
UNCHANGED2,3322,33200%$257.4K$242.3K-$15.1K2026-10-01
Oceanside Advisors LLC
UNCHANGED2,3302,33000%$263.9K$242.1K-$21.8K2026-11-03
Momentous Wealth Management, Inc.
INCREASED2,3282,193+135+6%$248.4K$241.9K-$6.5K2026-10-21
State of Wyoming
INCREASED2,3201,194+1,126+94%$135.2K$241.1K+$105.9K2026-10-28
Parisi Gray Wealth Management
DECREASED2,3182,339-21-1%$265.0K$240.8K-$24.1K2026-10-16
Entrewealth, LLC
DECREASED2,3132,339-26-1%$262.1K$240.4K-$21.8K2026-10-14
Johnson Bixby & Associates, LLC
UNCHANGED2,3132,31300%$262.0K$240.4K-$21.6K2026-10-14
Robinson Smith Wealth Advisors LLC
INCREASED2,3122,133+179+8%$241.6K$240.3K-$1.3K2026-10-22
Oasis Advisors, LLC
NEW2,307—+2,307——$239.7K—2026-10-16
Luken Investment Analytics, LLC
UNCHANGED2,3022,30200%$260.7K$239.2K-$21.5K2026-11-06
Frederick Financial Consultants, LLC
INCREASED2,3012,182+119+5%$247.1K$239.1K-$8.0K2026-10-29
Richard Young Associates, Ltd.
UNCHANGED2,2962,29600%$260.0K$238.6K-$21.4K2026-11-03
KRS Capital Management, LLC
INCREASED2,2942,244+50+2%$254.1K$238.4K-$15.7K2026-10-16
Strategic Financial Group, LLC
UNCHANGED2,2802,28000%$258.2K$236.9K-$21.3K2026-10-08
Clientfirst Wealth Management, LLC
UNCHANGED2,2802,28000%$258.2K$236.9K-$21.3K2026-11-04
Droms Strauss Advisors Inc
INCREASED2,2792,277+2+0%$257.9K$236.8K-$21.1K2026-11-03
Highline Wealth Partners LLC
INCREASED2,2781,677+601+36%$189.9K$236.7K+$46.8K2026-10-19
Saybrook Capital
UNCHANGED2,2752,27500%$257.7K$236.4K-$21.2K2026-10-27
Private Wealth Management Group, LLC
INCREASED2,2642,225+39+2%$252.0K$235.3K-$16.7K2026-10-19
Kondo Wealth Advisors, Inc.
INCREASED2,2592,243+16+1%$254.1K$234.8K-$19.3K2026-10-19
IMG Wealth Management, Inc.
INCREASED2,2572,144+113+5%$242.8K$234.5K-$8.3K2026-10-27
Financial Council, LLC
UNCHANGED2,2532,25300%$255.2K$234.1K-$21.0K2026-11-02
Founders Grove Wealth Partners, LLC
DECREASED2,2522,547-295-12%$288.5K$234.0K-$54.4K2026-10-16
Kingdom Financial Group Llc.
DECREASED2,2512,321-70-3%$262.9K$233.9K-$29.0K2026-11-04
Darwin Wealth Management, LLC
INCREASED2,2452,239+6+0%$253.7K$233.4K-$20.3K2026-11-09
Global Strategic Investment Solutions, LLC
DECREASED2,2442,245-10%$254.3K$233.2K-$21.1K2026-10-16
Insight Wealth Strategies, LLC
DECREASED2,2432,603-360-14%$283.3K$233.1K-$50.2K2026-10-09
Peak Wealth Management LLC
INCREASED2,2422,237+5+0%$253.3K$264.2K+$10.9K2026-10-26
Welch Financial Planning, LLC
INCREASED2,2411,844+397+22%$208.9K$232.9K+$24.0K2026-11-06
Dala Group, LLC
INCREASED2,2411,938+303+16%$219.6K$232.9K+$13.3K2026-10-29
North Point Portfolio Managers Corp
UNCHANGED2,2372,23700%$253.4K$232.5K-$20.9K2026-10-07
Lotus Asset Management LLC
NEW2,236—+2,236——$232.4K—2026-10-14
Kure Advisory, LLC
DECREASED2,2342,343-109-5%$265.4K$232.2K-$33.2K2026-10-08
Woodward Financial Advisors, Inc.
INCREASED2,2181,876+342+18%$212.5K$230.5K+$18.0K2026-10-19
Collaborative Wealth Managment Inc.
INCREASED2,2112,208+3+0%$250.1K$229.7K-$20.3K2026-11-06
Wolff Financial Management LLC
INCREASED2,2052,203+2+0%$249.5K$229.2K-$20.4K2026-10-23
PMG Family Office LLC
UNCHANGED2,2052,20500%$249.7K$229.1K-$20.6K2026-10-19
Roof Eidam Maycock Peralta, LLC
DECREASED2,1962,496-300-12%$282.7K$228.2K-$54.4K2026-10-15
Sound Financial Strategies Group, LLC
NEW2,194—+2,194——$228.0K—2026-10-30
Monograph Wealth Advisors, LLC
NEW2,190—+2,190——$227.6K—2026-11-09
Skyline Advisors, Inc.
INCREASED2,1902,185+5+0%$247.5K$227.6K-$19.9K2026-11-03
Stirlingshire Investments, Inc.
INCREASED2,1882,140+48+2%$242.4K$227.4K-$15.0K2026-11-05
Marotta Asset Management
DECREASED2,1872,316-129-6%$252.0K$227.3K-$24.7K2026-10-02
One Advisory Partners, LLC
DECREASED2,1852,538-353-14%$287.5K$227.1K-$60.4K2026-10-22
Wealth Preservation Advisors, LLC
NEW2,183—+2,183——$226.9K—2026-11-05
Able Wealth Management LLC
DECREASED2,1832,272-89-4%$257.3K$229.4K-$27.9K2026-10-13
Ti-Trust, Inc
UNCHANGED2,1752,17500%$246.3K$226.0K-$20.3K2026-10-21
Cortland Associates Inc
INCREASED2,1722,171+1+0%$246.0K$226.0K-$20.0K2026-10-29
Members Wealth LLC
INCREASED2,1682,137+31+1%$242.0K$234.5K-$7.5K2026-10-20
Private Management Group Inc
DECREASED2,1662,198-32-1%$249.0K$225.1K-$23.9K2026-11-04
HRC Wealth Management, LLC
DECREASED2,1622,241-79-4%$253.8K$224.7K-$29.1K2026-10-16
IFS Advisors, LLC
INCREASED2,15830+2,128+7093%$3.4K$224.3K+$220.9K2026-10-14
Innovative Wealth Building LLC
NEW2,148—+2,148——$223.2K—2026-10-14
Christensen, King & Associates Investment Services, Inc.
INCREASED2,1481,990+158+8%$225.3K$223.2K-$2.2K2026-10-22
Intergy Private Wealth, LLC
DECREASED2,1452,243-98-4%$254.1K$222.9K-$31.1K2026-10-16
Lutz Financial Services LLC
DECREASED2,1422,239-97-4%$253.6K$222.6K-$31.0K2026-11-06
Dean, Jacobson Financial Services, LLC
UNCHANGED2,1392,13900%$242.3K$222.3K-$20.0K2026-10-29
E&R Wealth Management, LLC
UNCHANGED2,1372,13700%$242.0K$222.1K-$19.9K2026-10-20
Financial Planning Fort Collins, LLC
UNCHANGED2,1332,13300%$239.3K$221.7K-$17.7K2026-10-16
Purewater Capital LLC
INCREASED2,1322,129+3+0%$241.1K$221.6K-$19.5K2026-10-23
Bull Street Advisors, LLC
UNCHANGED2,1302,13000%$241.0K$221-$240.8K2026-10-20
Reicon Wealth Advisors, LLC
UNCHANGED2,1302,13000%$241.2K$221.4K-$19.9K2026-11-04
North Capital, Inc.
DECREASED2,1232,280-157-7%$258.2K$238.4K-$19.8K2026-10-16
Washburn Capital Management, Inc.
INCREASED2,1182,117+1+0%$239.8K$220.2K-$19.6K2026-10-19
Miller Financial Services LLC
UNCHANGED2,1122,11200%$239.2K$219.5K-$19.7K2026-10-20
Isthmus Partners, LLC
INCREASED2,1102,057+53+3%$233.0K$219.3K-$13.7K2026-10-21
Denver PWM, LLC
DECREASED2,1084,019-1,911-48%$463.3K$219.0K-$244.2K2026-10-22
Milestone Asset Management Group, LLC
INCREASED2,1082,088+20+1%$236.5K$219.0K-$17.4K2026-10-20
DDD Partners, LLC
INCREASED2,1061,793+313+17%$203.1K$218.9K+$15.7K2026-11-02
Presilium Private Wealth, LLC
INCREASED2,1061,919+187+10%$217.3K$218.8K+$1.5K2026-10-26
Bank Pictet & Cie (Europe) AG
UNCHANGED2,1002,10000%$237.8K$218.2K-$19.6K2026-10-20
Madrid Financial Services
UNCHANGED2,1002,10000%$237.8K$218.2K-$19.6K2026-11-03
365 WMG Private Fund I: Primus Fund LLC
NEW2,084—+2,084——$216.6K—2026-10-20
Axecap Investments, LLC
DECREASED2,0842,163-79-4%$245.0K$216.6K-$28.4K2026-10-20
Financial Consulate, Inc
INCREASED2,0811,918+163+9%$217.2K$216.2K-$9902026-10-23
Elmwood Wealth Management, Inc.
DECREASED2,0812,095-14-1%$237.3K$216.3K-$21.0K2026-10-14
Pioneer Family Office, LLC
DECREASED2,0803,097-1,017-33%$350.8K$216.2K-$134.6K2026-10-30
Clear Investment Research, LLC
UNCHANGED2,0802,08000%$235.6K$216.2K-$19.4K2026-11-06
TFO Wealth Partners, LLC
NEW2,074—+2,074——$215.5K—2026-11-09
N10 Wealth, LLC
NEW2,074—+2,074——$215.5K—2026-10-14
True Wealth Design, LLC
DECREASED2,0743,136-1,062-34%$355.2K$215.5K-$139.7K2026-10-13
Align Financial, LLC
INCREASED2,0722,010+62+3%$227.6K$215.3K-$12.3K2026-10-16
Puff Wealth Management, LLC
DECREASED2,0692,167-98-5%$245.4K$215.0K-$30.4K2026-10-07
Cheviot Value Management, LLC
INCREASED2,0621,808+254+14%$204.8K$214.2K+$9.5K2026-11-09
Twelve Points Wealth Management LLC
DECREASED2,0612,637-576-22%$298.7K$254.6K-$44.1K2026-11-03
Guardian Wealth Management, LLC
DECREASED2,0602,078-18-1%$235.4K$214.1K-$21.3K2026-10-14
Global Wealth Strategies & Associates
NEW2,047—+2,047——$212.7K—2026-10-02
Destiny Wealth Partners, LLC
DECREASED2,0455,091-3,046-60%$566.1K$261.1K-$305.0K2026-11-05
Columbia Advisory Partners LLC
NEW2,042—+2,042——$212.2K—2026-10-15
Randolph Co Inc
UNCHANGED2,0422,04200%$231.3K$212.2K-$19.1K2026-10-23
Atlantic Edge Private Wealth Management, LLC
UNCHANGED2,0372,03700%$230.7K$211.7K-$19.0K2026-10-20
First Citizens Financial Corp
UNCHANGED2,0362,03600%$230.6K$211.6K-$19.0K2026-10-02
Alliance Wealth Advisors, LLC
DECREASED2,0332,122-89-4%$240.4K$211.3K-$29.1K2026-10-28
Kaufman Rossin Wealth, LLC
INCREASED2,0331,967+66+3%$220.7K$211.2K-$9.4K2026-10-19
Olio Financial Planning
UNCHANGED2,0222,02200%$229.0K$210.1K-$18.9K2026-10-22
Canton Hathaway, LLC
UNCHANGED2,0162,01600%$228.3K$209.5K-$18.8K2026-10-23
Mandatum Life Insurance Co Ltd
UNCHANGED2,0102,01000%$227.7K$208.9K-$18.8K2026-11-06
Platt Wealth Management LLC
UNCHANGED2,0102,01000%$227.0K$208-$226.8K2026-11-04
Shikiar Asset Management Inc
NEW2,006—+2,006——$208—2026-10-20
Morton Capital Management LLC
DECREASED2,0022,198-196-9%$248.9K$208.1K-$40.8K2026-10-23
Breakwater Investment Management
INCREASED2,0021,961+41+2%$222.1K$208.0K-$14.1K2026-10-20
Financial Guidance Group, Inc.
INCREASED2,0001,980+20+1%$224.3K$207.8K-$16.4K2026-10-21
Princeton Capital Management LLC
DECREASED1,9982,071-73-4%$234.6K$207.6K-$26.9K2026-10-27
Guidance Capital, Inc
INCREASED1,9971,927+70+4%$221.5K$255.0K+$33.5K2026-11-03
Reyes Financial Architecture, Inc.
DECREASED1,9964,135-2,139-52%$468.3K$207.4K-$260.9K2026-10-22
RS Crum Inc.
UNCHANGED1,9791,97900%$224.1K$205.7K-$18.5K2026-10-19
Pinnacle Wealth Management Group, Inc.
DECREASED1,9762,445-469-19%$276.9K$205.3K-$71.6K2026-10-15
Quest 10 Wealth Builders, Inc.
INCREASED1,9751,767+208+12%$200.1K$205.3K+$5.2K2026-11-02
Bell Investment Advisors, Inc
INCREASED1,9731,320+653+49%$149.5K$205.0K+$55.5K2026-10-29
Purus Wealth Management, LLC
INCREASED1,9731,911+62+3%$216.4K$205.0K-$11.4K2026-10-15
Winnacle Wealth LLC
INCREASED1,9731,972+1+0%$223.4K$205.1K-$18.3K2026-10-15
Mainsail Asset Management, LLC
DECREASED1,9654,872-2,907-60%$556.6K$210.7K-$346.0K2026-10-14
Arta Finance Wealth Management LLC
DECREASED1,9602,451-491-20%$277.6K$203.7K-$73.9K2026-10-28
Prospect Financial Group LLC
DECREASED1,9522,309-357-15%$261.5K$202.9K-$58.7K2026-11-05
Riverwater Partners LLC
NEW1,944—+1,944——$202.0K—2026-11-03
Prism Planning Partners LLC
NEW1,942—+1,942——$201.8K—2026-10-27
Salvus Wealth Management, LLC
UNCHANGED1,9421,94200%$220.0K$201.8K-$18.1K2026-10-13
Archvest Wealth Advisors, Inc.
NEW1,938—+1,938——$201.4K—2026-10-29
Chung Wu Investment Group, LLC
DECREASED1,9342,734-800-29%$309.7K$201.0K-$108.7K2026-11-03
Mine & Arao Wealth Creation & Management, Llc.
DECREASED1,9321,945-13-1%$220.3K$200.7K-$19.6K2026-10-29
Prosperity Planning, Inc.
DECREASED1,9301,954-24-1%$221.3K$200.6K-$20.7K2026-10-09
Elevated Capital Advisors, LLC
DECREASED1,9155,418-3,503-65%$613.6K$199.0K-$414.5K2026-11-04
Quaker Wealth Management, LLC
DECREASED1,9121,919-70%$217.3K$198.7K-$18.7K2026-10-22
Kelleher Financial Advisors
INCREASED1,8901,440+450+31%$163.1K$196.4K+$33.3K2026-10-30
Navigation Wealth Management, Inc.
DECREASED1,8871,892-50%$214.3K$213.4K-$9062026-11-03
Carolina Wealth Advisors, LLC
INCREASED1,8541,804+50+3%$204.3K$192.7K-$11.7K2026-10-23
Gilpin Wealth Management, LLC
INCREASED1,8381,831+7+0%$207.4K$191.0K-$16.4K2026-10-09
Gladwyn Financial Advisors, Inc.
UNCHANGED1,8291,82900%$207.2K$190.1K-$17.1K2026-10-05
Evolution Advisers, Inc.
DECREASED1,8182,658-840-32%$301.0K$209.6K-$91.4K2026-11-06
Vermillion Wealth Management, Inc.
DECREASED1,8068,184-6,378-78%$926.9K$187.7K-$739.2K2026-10-26
Joseph Group Capital Management
INCREASED1,7731,297+476+37%$146.9K$184.3K+$37.4K2026-11-04
First Pacific Financial
INCREASED1,740139+1,601+1152%$15.8K$180.8K+$165.0K2026-10-14
Burk Holdings LLC
INCREASED1,6841,343+341+25%$152.1K$175.0K+$22.9K2026-11-05
Walsh & Associates, LLC
INCREASED1,6751,552+123+8%$175.8K$174.0K-$1.7K2026-11-09
Monetary Solutions, Ltd
INCREASED1,6611,604+57+4%$181.7K$172.6K-$9.1K2026-10-22
Jnba Financial Advisors
DECREASED1,6221,647-25-2%$186.5K$168.6K-$18.0K2026-11-03
Addison Advisors LLC
INCREASED1,6081,601+7+0%$181.3K$167.1K-$14.2K2026-11-06
Next Level Wealth Planning, LLC
NEW1,590—+1,590——$165.2K—2026-10-29
Hurley Capital, LLC
UNCHANGED1,5901,59000%$180.1K$165.3K-$14.8K2026-11-05
Rakuten Securities, Inc.
INCREASED1,5841,278+306+24%$144.7K$164.6K+$19.9K2026-11-02
Cedar Mountain Advisors, LLC
DECREASED1,5751,794-219-12%$203.1K$163.6K-$39.5K2026-10-15
Western Pacific Wealth Management, LP
UNCHANGED1,5751,57500%$178.4K$163.7K-$14.7K2026-10-16
Covestor Ltd
DECREASED1,5741,602-28-2%$182.0K$164-$181.8K2026-10-30
Essential Partners LLC
DECREASED1,5628,646-7,084-82%$979.2K$162.3K-$816.9K2026-10-14
GGM Financial LLC
DECREASED1,5204,270-2,750-64%$483.7K$157.9K-$325.7K2026-11-05
Kings Path Partners LLC
DECREASED1,4981,503-50%$170.2K$155.7K-$14.6K2026-10-21
Valued Wealth Advisors LLC
DECREASED1,4371,441-40%$163.2K$149.4K-$13.8K2026-11-05
PlanVest Financial, Inc
UNCHANGED1,4051,40500%$159.1K$146.0K-$13.1K2026-11-09
One River Asset Management, LLC
INCREASED1,3591,257+102+8%$142.4K$141.2K-$1.1K2026-10-21
Horizon Financial Services, LLC
INCREASED1,3231,138+185+16%$128.9K$137.5K+$8.6K2026-11-04
CKW Financial Group
INCREASED1,2871,062+225+21%$116$134+$182026-10-29
Albion Financial Group
DECREASED1,2701,534-264-17%$173.7K$132.0K-$41.8K2026-10-21
James T. Borello RIA
DECREASED1,2461,417-171-12%$160.5K$129.5K-$31.0K2026-10-16
Morton Brown Family Wealth, LLC
INCREASED1,2401,074+166+15%$121.7K$128.9K+$7.2K2026-10-23
Princeton Global Asset Management LLC
DECREASED1,2301,338-108-8%$151.6K$127.8K-$23.8K2026-10-21
Investment Research & Advisory Group, Inc.
INCREASED1,2211,160+61+5%$149.6K$132.2K-$17.4K2026-10-19
Knuff & Co LLC
UNCHANGED1,2151,21500%$137.6K$126.3K-$11.3K2026-11-06
10Elms LLP
INCREASED1,2121,117+95+9%$126.5K$126.0K-$5602026-11-06
Ashurst Perkins Coie Trust Co
DECREASED1,2031,237-34-3%$140.1K$125.0K-$15.1K2026-10-15
Marshall & Sterling Wealth Advisors Inc.
DECREASED1,1801,474-294-20%$166.9K$122.6K-$44.3K2026-10-28
Piscataqua Savings Bank
UNCHANGED1,1421,14200%$129.3K$118.7K-$10.7K2026-10-21
Palladiem, LLC
INCREASED1,1381,136+2+0%$128.7K$118.3K-$10.3K2026-11-09
CGC Financial Services, LLC
DECREASED1,0361,470-434-30%$166.5K$107.7K-$58.8K2026-10-13
Putney Financial Group LLC
NEW1,011—+1,011——$105.1K—2026-10-30
Legacies Wealth LLC
UNCHANGED1,0021,00200%$113.5K$104.1K-$9.4K2026-11-02
Thompson Investment Management, Inc.
DECREASED1,0001,025-25-2%$116.1K$104.0K-$12.2K2026-10-14
Union Savings Bank
UNCHANGED97397300%$110.2K$101.1K-$9.1K2026-10-14
Sunrise Financial Services, LLC
UNCHANGED96496400%$109.2K$100.2K-$9.0K2026-10-21
Tidemark, LLC
INCREASED962879+83+9%$99.6K$100.0K+$4162026-11-09
Elevation Wealth Partners, LLC
DECREASED9581,090-132-12%$123.5K$99.6K-$23.9K2026-10-07
Kozak & Associates, Inc.
DECREASED953960-7-1%$104.4K$113.2K+$8.7K2026-10-29
Ulland Investment Advisors, LLC
UNCHANGED94394300%$107$98-$92026-10-13
Midwest Capital Advisors, LLC
UNCHANGED90390300%$102.3K$93.8K-$8.4K2026-11-04
Fairman Group, LLC
UNCHANGED90090000%$101.9K$93.5K-$8.4K2026-10-26
Downshift Financial, LLC
DECREASED886913-27-3%$103.4K$92.0K-$11.3K2026-10-13
Planning Strategies Inc.
INCREASED876862+14+2%$97.6K$91.0K-$6.6K2026-10-02
Retirement Wealth Solutions LLC
INCREASED864679+185+27%$76.9K$89.8K+$12.9K2026-10-07
POM Investment Strategies, LLC
DECREASED822831-9-1%$94.1K$85.4K-$8.7K2026-10-20
Rachor Investment Advisory Services, LLC
UNCHANGED76276200%$86.3K$79.2K-$7.1K2026-10-29
LFA - Lugano Financial Advisors SA
DECREASED759859-100-12%$97.2K$78.9K-$18.4K2026-11-03
Three Bridge Wealth Advisors, LLC
NEW752—+752——$78.1K—2026-11-05
Sfam, LLC
UNCHANGED74874800%$84.7K$77.7K-$7.0K2026-11-03
Signature Resources Capital Management, LLC
INCREASED734696+38+5%$78.8K$76.3K-$2.6K2026-10-16
GK Wealth Management LLC
NEW726—+726——$75.5K—2026-10-09
Roble, Belko & Company, Inc
INCREASED716626+90+14%$71.0K$74-$70.9K2026-11-09
DecisionPoint Financial, LLC
INCREASED710239+471+197%$26.0K$74.0K+$48.0K2026-10-27
Kimelman & Baird, LLC
UNCHANGED70970900%$80.3K$73.7K-$6.6K2026-11-03
Atlantic Private Wealth, LLC
UNCHANGED69669600%$78.8K$72.3K-$6.5K2026-11-09
Morse Asset Management, Inc
DECREASED695731-36-5%$82.8K$72.2K-$10.5K2026-11-09
Aspect Partners, LLC
DECREASED656671-15-2%$76.0K$68.2K-$7.8K2026-10-20
FNY Investment Advisers, LLC
NEW652—+652——$67—2026-10-16
Torren Management, LLC
INCREASED633156+477+306%$17.7K$65.8K+$48.1K2026-10-29
Finley Financial, LLC
UNCHANGED60960900%$69.0K$63.5K-$5.5K2026-10-28
Miller Global Investments, LLC
UNCHANGED60660600%$68.6K$63.0K-$5.7K2026-10-02
Mascoma Wealth Management LLC
DECREASED591613-22-4%$69.4K$61.4K-$8.0K2026-10-23
Nexus Investment Management ULC
UNCHANGED55555500%$62.9K$57.7K-$5.2K2026-10-27
Bay Harbor Wealth Management, LLC
INCREASED531496+35+7%$56.2K$55.2K-$9952026-11-03
IAG Wealth Partners, LLC
UNCHANGED51251200%$57.9K$53.2K-$4.8K2026-11-06
Birchwood Financial Partners, Inc.
INCREASED509453+56+12%$51.3K$52.9K+$1.6K2026-11-02
Evolution Wealth Management Inc.
DECREASED488536-48-9%$60.7K$50.8K-$10.0K2026-10-28
Bear Mountain Capital, Inc.
INCREASED468152+316+208%$17.3K$55.7K+$38.4K2026-11-04
Harbor Asset Planning, Inc.
UNCHANGED46846800%$53.0K$48.6K-$4.4K2026-10-23
Paladin Partners, LLC
UNCHANGED46546500%$52.7K$48.3K-$4.3K2026-10-06
Pacific Center for Financial Services
INCREASED461417+44+11%$47.2K$47.9K+$6882026-10-15
Livelsberger Financial Advisory
NEW450—+450——$46.8K—2026-10-28
Centerpoint Advisors, LLC
INCREASED433428+5+1%$48.0K$45-$48.0K2026-11-05
Hara Capital LLC
UNCHANGED42042000%$47.6K$43.6K-$3.9K2026-10-30
Virginia Estate & Retirement Planning Advisors Inc.
UNCHANGED41741700%$47.5K$43.9K-$3.6K2026-10-14
Team Financial Group, LLC
NEW382—+382——$39.7K—2026-10-30
PFS Partners, LLC
INCREASED373372+1+0%$42.2K$38.8K-$3.4K2026-10-21
Phillip James Consulting Co.
INCREASED365141+224+159%$16.0K$38.0K+$22.0K2026-11-03
Blueline Advisors LLC
UNCHANGED34534500%$39.1K$35.9K-$3.2K2026-10-15
Vima LLC
INCREASED331330+1+0%$37.4K$34.4K-$3.0K2026-10-23
Sankala Group LLC
INCREASED315303+12+4%$35.1K$33.0K-$2.1K2026-11-09
Glass Jacobson Investment Advisors llc
UNCHANGED30730700%$34.8K$31.9K-$2.9K2026-10-26
Vestor Capital, LLC
INCREASED306202+104+51%$100$106+$62026-11-04
Accordant Advisory Group Inc
UNCHANGED30030000%$34.0K$31.2K-$2.8K2026-10-29
PMV Capital Advisers, LLC
UNCHANGED30030000%$34.0K$31.2K-$2.8K2026-11-09
Your Advocates Ltd., LLP
UNCHANGED29229200%$33.1K$30.3K-$2.7K2026-11-03
Paladin Advisory Group, LLC
UNCHANGED28528500%$32.3K$29.6K-$2.7K2026-11-09
Maseco LLP
INCREASED279209+70+33%$23.7K$29.0K+$5.2K2026-10-27
Lummis Asset Management, LP
UNCHANGED27227200%$30.8K$28.3K-$2.5K2026-11-09
Beacon Financial Strategies Corp
UNCHANGED27027000%$30.6K$28.1K-$2.5K2026-10-14
Comprehensive Financial Planning, Inc.
INCREASED269182+87+48%$20.7K$28.0K+$7.4K2026-10-27
Manitou Investment Management Ltd.
UNCHANGED25525500%$28.9K$26.5K-$2.4K2026-10-15
Collier Financial
UNCHANGED24624600%$27.8K$25.5K-$2.3K2026-11-06
Keystone Financial Group, Inc.
UNCHANGED24224200%$27.4K$25.1K-$2.3K2026-10-13
Montgomery Financial Services LLC
DECREASED233282-49-17%$32.0K$24.2K-$7.8K2026-11-03
Lipe & Dalton
UNCHANGED22422400%$25$23-$22026-10-15
Strategic Advocates LLC
INCREASED221100+121+121%$11.3K$23.0K+$11.6K2026-11-03
Daytona Street Capital LLC
UNCHANGED21421400%$24.3K$22.4K-$1.9K2026-10-15
CFG Wealth Management Services, Inc.
NEW205—+205——$21.4K—2026-10-21
Barrett & Company, Inc.
UNCHANGED20420400%$23.1K$21.2K-$1.9K2026-10-22
Fairway Wealth LLC
INCREASED19693+103+111%$10.5K$20.4K+$9.8K2026-10-30
LAM Group, Inc.
UNCHANGED18318300%$20.7K$19.0K-$1.7K2026-10-26
Matrix Trust Co
UNCHANGED16116100%$18$17-$12026-10-07
Caitong International Asset Management Co., Ltd
DECREASED1436,552-6,409-98%$742.1K$14.9K-$727.2K2026-10-29
Fiduciary Advisors, Inc.
INCREASED129102+27+26%$11.6K$13.4K+$1.9K2026-10-16
Lloyd Advisory Services, Llc.
DECREASED1252,869-2,744-96%$324.9K$13.0K-$311.9K2026-11-02
Entrust Financial LLC
INCREASED122102+20+20%$11.5K$12.7K+$1.1K2026-11-04
Transce3nd, LLC
NEW120—+120——$14.1K—2026-10-26
Bayforest Capital Ltd
DECREASED1181,533-1,415-92%$173.6K$12.3K-$161.4K2026-11-03
Redwood Park Advisors LLC
INCREASED10167+34+51%$7.6K$10.5K+$2.9K2026-11-02
Clayton Financial Group LLC
NEW100—+100——$10.4K—2026-10-13
Park Square Financial Group, LLC
UNCHANGED878700%$9.9K$9.0K-$8122026-11-09
Cornerstone National Bank & Trust Co
UNCHANGED848400%$9.1K$8.8K-$3832026-10-20
Catherine Avery Investment Management LLC
UNCHANGED828200%$9.3K$8.5K-$7662026-10-14
PayPay Securities Corp
DECREASED7883-5-6%$9.4K$8.1K-$1.3K2026-10-27
Friedenthal Financial
UNCHANGED606000%$6.8K$6.2K-$5442026-10-27
Navigoe, LLC
DECREASED5382-29-35%$9$5-$42026-11-04
USA Financial Formulas
NEW51—+51——$5.3K—2026-10-16
Syntax Research, Inc.
UNCHANGED505000%$5.7K$5.2K-$4672026-11-04
Bare Financial Services, Inc
INCREASED4438+6+16%$4.3K$4.6K+$2682026-11-04
Bernzott Capital Advisors
NEW39—+39——$4.1K—2026-10-29
Mountain Hill Investment Partners Corp.
NEW25—+25——$2.6K—2026-10-23
Aventus Investment Advisors, Inc.
NEW21—+21——$2.2K—2026-10-09
NorthAvenue LLC
UNCHANGED212100%$2.4K$2.2K-$1962026-10-29
SBK Financial, Inc.
DECREASED151,013-998-99%$114.7K$1.6K-$113.2K2026-11-02
3 Factor Indexing, LLC
UNCHANGED151500%$1.7K$1.6K-$1402026-10-15
Leonteq Securities AG
DECREASED521,755-21,750-100%$2.5M$464-$2.5M2026-10-29
Decker Retirement Planning Inc.
DECREASED4122-118-97%$13.8K$416-$13.4K2026-10-19
Motley Fool Asset Management LLC
CLOSED0612,016-612,016-100%$69.3M$0-$69.3M2026-10-27
Imc-Chicago, LLC
CLOSED0463,314-463,314-100%$52.5M$0-$52.5M2026-11-05
Generate Investment Management Ltd
CLOSED0187,126-187,126-100%$21.2M$0-$21.2M2026-10-14
Kinsale Capital Group, Inc.
CLOSED0183,565-183,565-100%$20.8M$0-$20.8M2026-11-04
SeaTown Holdings Pte. Ltd.
CLOSED088,708-88,708-100%$10.0M$0-$10.0M2026-10-07
Arrow Capital Pty Ltd
CLOSED045,000-45,000-100%$5.1M$0-$5.1M2026-11-06
BFI Infinity Ltd.
CLOSED033,771-33,771-100%$3.8M$0-$3.8M2026-10-16
Genus Capital Management Inc.
CLOSED032,390-32,390-100%$3.7M$0-$3.7M2026-11-04
Cornerstone Enterprises, LLC
CLOSED018,064-18,064-100%$2.0M$0-$2.0M2026-10-15
Patton Fund Management, Inc.
CLOSED017,295-17,295-100%$2.0M$0-$2.0M2026-10-13
Jackson Square Capital, LLC
CLOSED017,226-17,226-100%$2.0M$0-$2.0M2026-10-19
Dymon Asia Capital (Singapore) Pte. Ltd.
CLOSED016,000-16,000-100%$1.8M$0-$1.8M2026-11-04
Bochk Asset Management Ltd
CLOSED013,000-13,000-100%$1.5M$0-$1.5M2026-10-29
Sustainable Insight Capital Management, LLC
CLOSED012,291-12,291-100%$1.4M$0-$1.4M2026-11-06
Hofer & Associates. Inc
CLOSED011,888-11,888-100%$1.3M$0-$1.3M2026-10-13
Pacific Excel Wealth Advisors, Inc.
CLOSED011,747-11,747-100%$1.3M$0-$1.3M2026-10-27
Stone Summit Wealth LLC
CLOSED011,530-11,530-100%$1.3M$0-$1.3M2026-10-14
Lebenthal Global Advisors, LLC
CLOSED011,227-11,227-100%$1.3M$0-$1.3M2026-10-28
Western Financial Corp
CLOSED010,983-10,983-100%$1.2M$0-$1.2M2026-10-14
Thor Trading Advisors, LLC
CLOSED010,890-10,890-100%$1.2M$0-$1.2M2026-11-05
Wallace Hart LLC
CLOSED010,211-10,211-100%$1.2M$0-$1.2M2026-11-09
Triasima Portfolio Management inc.
CLOSED09,665-9,665-100%$1.1M$0-$1.1M2026-10-15
FSA Investment Group, LLC
CLOSED08,562-8,562-100%$969.7K$0-$969.7K2026-10-07
Wedge Capital Management L L P
CLOSED08,298-8,298-100%$939.8K$0-$939.8K2026-10-13
Mariner Investment Group LLC
CLOSED07,264-7,264-100%$822.7K$0-$822.7K2026-11-04
LEE Johnson Capital Management, LLC
CLOSED06,614-6,614-100%$749.1K$0-$749.1K2026-11-09
Spartan Planning & Wealth Management
CLOSED05,850-5,850-100%$662.5K$0-$662.5K2026-10-13
RHS Financial, LLC
CLOSED04,276-4,276-100%$484.3K$0-$484.3K2026-10-13
Scarborough Advisors, LLC
CLOSED04,111-4,111-100%$497.7K$0-$497.7K2026-10-16
Family Wealth Partners, LLC
CLOSED03,855-3,855-100%$436.6K$0-$436.6K2026-10-20
CogentBlue Wealth Advisors, LLC
CLOSED03,732-3,732-100%$422.7K$0-$422.7K2026-10-09
SwitchPoint Financial Planning, LLC
CLOSED03,705-3,705-100%$419.6K$0-$419.6K2026-11-02
Smart Wealth LLC
CLOSED03,668-3,668-100%$415.4K$0-$415.4K2026-11-04
R Squared Ltd
CLOSED03,392-3,392-100%$384.2K$0-$384.2K2026-11-06
Capstone Wealth Management Group, LLC
CLOSED03,292-3,292-100%$372.9K$0-$372.9K2026-11-05
J. Team Financial, Inc.
CLOSED03,143-3,143-100%$356.0K$0-$356.0K2026-11-03
Trace Wealth Advisors, LLC
CLOSED03,044-3,044-100%$344.8K$0-$344.8K2026-10-30
Blue Capital, Inc.
CLOSED03,035-3,035-100%$343.7K$0-$343.7K2026-10-13
Promethium Advisors,llc
CLOSED02,886-2,886-100%$326.9K$0-$326.9K2026-10-19
Lane Brothers & Co Inc
CLOSED02,806-2,806-100%$317.8K$0-$317.8K2026-11-02
North Berkeley Wealth Management, LLC
CLOSED02,749-2,749-100%$311.4K$0-$311.4K2026-11-02
Pennsylvania Capital Management Inc
CLOSED02,632-2,632-100%$298.1K$0-$298.1K2026-11-05
Gill Capital Partners, LLC
CLOSED02,588-2,588-100%$293.2K$0-$293.2K2026-10-13
HighRoad Wealth Advisors, LLC
CLOSED02,542-2,542-100%$287.9K$0-$287.9K2026-10-14
SkyOak Wealth, LLC
CLOSED02,483-2,483-100%$281.2K$0-$281.2K2026-10-28
Martel Wealth Advisors LLC
CLOSED02,400-2,400-100%$271.8K$0-$271.8K2026-10-14
Mindset Wealth Management, LLC
CLOSED02,385-2,385-100%$270.2K$0-$270.2K2026-10-19
A4 Wealth Advisors LLC
CLOSED02,344-2,344-100%$265.5K$0-$265.5K2026-10-20
Autumn Glory Partners, LLC
CLOSED02,342-2,342-100%$265.3K$0-$265.3K2026-10-26
Atlas Private Wealth Advisors
CLOSED02,323-2,323-100%$263.1K$0-$263.1K2026-10-23
Trillium Asset Management, LLC
CLOSED02,238-2,238-100%$253.5K$0-$253.5K2026-11-09
Andrews Advisory Associates, LLC
CLOSED02,235-2,235-100%$253.1K$0-$253.1K2026-10-15
Kaizen Financial Strategies
CLOSED02,200-2,200-100%$239.5K$0-$239.5K2026-10-09
Koesten, Hirschmann & Crabtree, Inc.
CLOSED02,126-2,126-100%$240.8K$0-$240.8K2026-10-13
Madrona Financial Services, LLC
CLOSED02,098-2,098-100%$237.6K$0-$237.6K2026-10-23
Boston Standard Wealth Management, LLC
CLOSED02,063-2,063-100%$221.6K$0-$221.6K2026-10-07
Tillman Hartley LLC
CLOSED02,049-2,049-100%$232.1K$0-$232.1K2026-11-06
Howard Bailey Securities, LLC
CLOSED02,013-2,013-100%$227.9K$0-$227.9K2026-10-27
Carroll Advisory Group, LLC
CLOSED02,001-2,001-100%$226.7K$0-$226.7K2026-10-16
Clarity Wealth Advisors, LLC
CLOSED02,000-2,000-100%$226.5K$0-$226.5K2026-10-21
OFS Enterprise LLC
CLOSED01,979-1,979-100%$224.1K$0-$224.1K2026-10-16
Elevate Capital Advisors, LLC
CLOSED01,964-1,964-100%$222.4K$0-$222.4K2026-11-02
Cabot Wealth Management Inc
CLOSED01,950-1,950-100%$220.9K$0-$220.9K2026-11-05
O'Connor Financial Group LLC
CLOSED01,931-1,931-100%$218.7K$0-$218.7K2026-10-26
Junk Investment Group, LLC
CLOSED01,923-1,923-100%$217.8K$0-$217.8K2026-10-19
Magnolia Wealth Management, LLC
CLOSED01,918-1,918-100%$217.2K$0-$217.2K2026-10-16
McCollum Christoferson Group LLC
CLOSED01,917-1,917-100%$217.1K$0-$217.1K2026-10-13
Flower City Capital
CLOSED01,914-1,914-100%$216.8K$0-$216.8K2026-10-15
Signature Wealth Management Partners, LLC
CLOSED01,913-1,913-100%$216.7K$0-$216.7K2026-10-21
RM Financial Services, LLC
CLOSED01,910-1,910-100%$216.3K$0-$216.3K2026-11-03
Providence Financial Advisors, LLC
CLOSED01,906-1,906-100%$215.9K$0-$215.9K2026-11-06
Bayshore Asset Management, LLC
CLOSED01,904-1,904-100%$215.6K$0-$215.6K2026-11-03
Truefg, LLC
CLOSED01,899-1,899-100%$215.1K$0-$215.1K2026-10-15
Jessup Wealth Management, Inc
CLOSED01,897-1,897-100%$214.9K$0-$214.9K2026-10-20
TruNorth Capital Management, LLC
CLOSED01,883-1,883-100%$213.3K$0-$213.3K2026-10-14
21 West Wealth Management LLC
CLOSED01,876-1,876-100%$212.5K$0-$212.5K2026-10-13
Objective Capital Management, LLC
CLOSED01,872-1,872-100%$212.0K$0-$212.0K2026-10-13
FDx Advisors, Inc.
CLOSED01,863-1,863-100%$211.0K$0-$211.0K2026-11-09
Ipswich Investment Management Co., Inc.
CLOSED01,857-1,857-100%$210.3K$0-$210.3K2026-10-13
Lexington Hill Partners, LLC
CLOSED01,843-1,843-100%$208.7K$0-$208.7K2026-10-13
Brickley Wealth Management
CLOSED01,842-1,842-100%$208.6K$0-$208.6K2026-11-04
StoneCrest Wealth Management, Inc.
CLOSED01,834-1,834-100%$207.7K$0-$207.7K2026-11-03
Midwest Financial Partners Investments, Inc.
CLOSED01,834-1,834-100%$207.7K$0-$207.7K2026-10-08
Tortuga Wealth Management, Inc
CLOSED01,828-1,828-100%$207.0K$0-$207.0K2026-10-27
Willis Investment Counsel
CLOSED01,826-1,826-100%$206.8K$0-$206.8K2026-10-20
Portus Wealth Advisors, LLC
CLOSED01,820-1,820-100%$206.2K$0-$206.2K2026-10-13
Tepp RIA, LLC
CLOSED01,816-1,816-100%$205.7K$0-$205.7K2026-10-14
Weil Company, Inc.
CLOSED01,813-1,813-100%$205.4K$0-$205.4K2026-10-14
Winebrenner Capital Management LLC
CLOSED01,807-1,807-100%$204.7K$0-$204.7K2026-10-07
Treasure Coast Financial Planning
CLOSED01,800-1,800-100%$203.9K$0-$203.9K2026-11-03
SP Asset Management LLC
CLOSED01,799-1,799-100%$203.7K$0-$203.7K2026-11-05
Greater Midwest Financial Group, LLC
CLOSED01,793-1,793-100%$203.1K$0-$203.1K2026-10-13
Chaney Capital Management, Inc.
CLOSED01,787-1,787-100%$202.4K$0-$202.4K2026-11-09
Scott Capital Advisors, LLC
CLOSED01,781-1,781-100%$201.7K$0-$201.7K2026-10-13
Briaud Financial Planning Inc
CLOSED01,780-1,780-100%$201.6K$0-$201.6K2026-10-20
Range Financial Group LLC
CLOSED01,774-1,774-100%$200.9K$0-$200.9K2026-10-21
Atlatl Advisers LLC
CLOSED01,440-1,440-100%$163.1K$0-$163.1K2026-10-22
Strategic Wealth Advisors LLC
CLOSED01,245-1,245-100%$138$0-$1382026-11-06
Spectrum Wealth Advisory Group, LLC
CLOSED01,095-1,095-100%$124.0K$0-$124.0K2026-10-29
Robinswood Financial LLC
CLOSED0730-730-100%$82.7K$0-$82.7K2026-10-20
Islay Capital Management, LLC
CLOSED0456-456-100%$51.6K$0-$51.6K2026-10-20
Timothy G. Youngquist 2020 Irrevocable Trust
CLOSED0400-400-100%$45.3K$0-$45.3K2026-10-13
Harbor Capital Advisors, Inc.
CLOSED0199-199-100%$23$0-$232026-10-22
Whipplewood Advisors, LLC
CLOSED0177-177-100%$20.0K$0-$20.0K2026-10-20
Sims Investment Management, LLC
CLOSED030-30-100%$3.4K$0-$3.4K2026-10-13
Nvest Wealth Strategies, Inc.
CLOSED028-28-100%$3.2K$0-$3.2K2026-10-14
Intact Investment Management Inc.
CLOSED000—$0$0$02026-11-03
Prairie Wealth Advisors, Inc.
UNCHANGED000—$1.6M$1.6M-$28.3K2026-10-29
BlackRock, Inc.
N/A—354,196,208-354,196,208-100%$40.1B———
Vanguard Capital Management LLC
N/A—286,350,346-286,350,346-100%$32.4B———
State Street Corp
N/A—188,036,646-188,036,646-100%$21.3B———
Invesco Ltd.
N/A—148,459,333-148,459,333-100%$16.8B———
JPMorgan Chase & Co
N/A—96,309,921-96,309,921-100%$11.0B———
Vanguard Portfolio Management LLC
N/A—94,765,592-94,765,592-100%$10.7B———
Morgan Stanley
N/A—88,318,921-88,318,921-100%$10.0B———
Bank of America Corp
N/A—65,823,155-65,823,155-100%$7.5B———
Norges Bank
N/A—57,423,929-57,423,929-100%$6.5B———
Goldman Sachs Group Inc
N/A—42,255,005-42,255,005-100%$4.8B———
Northern Trust Corp
N/A—40,990,221-40,990,221-100%$4.6B———
State Farm Mutual Automobile Insurance Co
N/A—38,994,947-38,994,947-100%$4.4B———
FMR LLC
N/A—31,265,128-31,265,128-100%$3.5B———
Charles Schwab Investment Management Inc
N/A—30,500,618-30,500,618-100%$3.5B———
Wells Fargo & Company
N/A—28,786,662-28,786,662-100%$3.3B———
Royal Bank of Canada
N/A—27,048,733-27,048,733-100%$3.1B———
Ameriprise Financial Inc
N/A—27,033,202-27,033,202-100%$3.1B———
UBS Asset Management Americas LLC
N/A—27,015,680-27,015,680-100%$3.1B———
Legal & General Group Plc
N/A—25,654,853-25,654,853-100%$2.9B———
Franklin Resources Inc
N/A—25,306,024-25,306,024-100%$2.9B———
Vanguard Fiduciary Trust Co
N/A—24,665,951-24,665,951-100%$2.8B———
Raymond James Financial Inc
N/A—24,218,764-24,218,764-100%$2.7B———
UBS Group AG
N/A—22,447,440-22,447,440-100%$2.5B———
Price T Rowe Associates Inc
N/A—21,983,090-21,983,090-100%$2.5B———
Nuveen, LLC
N/A—19,461,555-19,461,555-100%$2.2B———
Jennison Associates LLC
N/A—18,541,042-18,541,042-100%$2.1B———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—14,024,418-14,024,418-100%$1.6B———
SG Americas Securities, LLC
N/A—12,674,228-12,674,228-100%$1.4B———
Swiss National Bank
N/A—12,367,300-12,367,300-100%$1.4B———
National Pension Service
N/A—10,314,166-10,314,166-100%$1.2B———
California Public Employees Retirement System
N/A—10,282,706-10,282,706-100%$1.2B———
Alliancebernstein L.P.
N/A—10,015,221-10,015,221-100%$1.2B———
Vanguard Global Advisers, LLC
N/A—9,441,918-9,441,918-100%$1.1B———
Wellington Management Group LLP
N/A—8,763,067-8,763,067-100%$992.5M———
HSBC Holdings PLC
N/A—8,734,291-8,734,291-100%$989.9M———
Gates Foundation Trust
N/A—8,390,477-8,390,477-100%$950.3M———
BNP Paribas Financial Markets
N/A—7,954,121-7,954,121-100%$900.9M———
Vanguard Asset Management, Ltd
N/A—7,687,628-7,687,628-100%$870.7M———
Rhumbline Advisers
N/A—7,340,834-7,340,834-100%$831.4M———
Canada Pension Plan Investment Board
N/A—7,034,053-7,034,053-100%$796.7M———
California State Teachers Retirement System
N/A—6,671,419-6,671,419-100%$755.6M———
AQR Capital Management LLC
N/A—6,210,515-6,210,515-100%$703.4M———
National Bank of Canada
N/A—5,832,209-5,832,209-100%$660.6M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—5,826,859-5,826,859-100%$660.0M———
Voya Investment Management LLC
N/A—5,624,646-5,624,646-100%$636.7M———
Citadel Advisors LLC
N/A—5,509,526-5,509,526-100%$624.0M———
Capital World Investors
N/A—5,503,477-5,503,477-100%$623.3M———
Capital Wealth Planning, LLC
N/A—5,283,297-5,283,297-100%$598.4M———
Envestnet Asset Management Inc
N/A—5,119,609-5,119,609-100%$579.8M———
New York State Common Retirement Fund
N/A—5,094,380-5,094,380-100%$577.0M———
Mariner, LLC
N/A—4,743,493-4,743,493-100%$537.3M———
Capital International Investors
N/A—4,663,667-4,663,667-100%$528.2M———
Neuberger Berman Group LLC
N/A—4,653,662-4,653,662-100%$527.3M———
APG Asset Management N.V.
N/A—4,577,575-4,577,575-100%$453.5M———
Aviva PLC
N/A—4,402,062-4,402,062-100%$498.6M———
Manufacturers Life Insurance Company, the
N/A—4,132,839-4,132,839-100%$468.1M———
BNP Paribas Asset Management Holding S.A.
N/A—3,966,564-3,966,564-100%$449.3M———
Victory Capital Management Inc
N/A—3,839,127-3,839,127-100%$434.8M———
State Board of Administration of Florida Retirement System
N/A—3,738,027-3,738,027-100%$423.4M———
Adage Capital Partners GP, L.L.C.
N/A—3,648,826-3,648,826-100%$413.3M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—3,648,691-3,648,691-100%$412.1M———
Korea Investment Corp
N/A—3,623,426-3,623,426-100%$410.4M———
Caisse de Depot ET Placement DU Quebec
N/A—3,532,526-3,532,526-100%$400.1M———
Public Employees Retirement Association of Colorado
N/A—3,503,210-3,503,210-100%$396.8M———
Focus Partners Wealth
N/A—3,431,240-3,431,240-100%$388.6M———
Stifel Financial Corp
N/A—3,318,380-3,318,380-100%$375.8M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—3,287,864-3,287,864-100%$372.4M———
Natixis Advisors, LLC
N/A—3,249,329-3,249,329-100%$368.0M———
Quantinno Capital Management LP
N/A—3,202,395-3,202,395-100%$362.7M———
Susquehanna International Group, LLP
N/A—3,099,918-3,099,918-100%$351.1M———
CIBC Bancorp USA Inc.
N/A—3,081,891-3,081,891-100%$349.0M———
Cerity Partners LLC
N/A—3,076,049-3,076,049-100%$348.4M———
Ensign Peak Advisors, Inc
N/A—3,075,294-3,075,294-100%$348.3M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—3,057,894-3,057,894-100%$346.3M———
American Century Companies Inc
N/A—2,944,661-2,944,661-100%$333.5M———
Cetera Investment Advisers
N/A—2,901,700-2,901,700-100%$328.6M———
HighTower Advisors, LLC
N/A—2,884,602-2,884,602-100%$326.7M———
NewEdge Advisors, LLC
N/A—2,860,565-2,860,565-100%$324.0M———
Prudential Financial Inc
N/A—2,800,172-2,800,172-100%$317.1M———
Clearbridge Investments, LLC
N/A—2,775,100-2,775,100-100%$314.3M———
First Trust Advisors LP
N/A—2,711,446-2,711,446-100%$307.1M———
Empower Advisory Group, LLC
N/A—2,678,512-2,678,512-100%$303.4M———
Marshall Wace, LLP
N/A—2,627,039-2,627,039-100%$297.5M———
Arrowstreet Capital, Limited Partnership
N/A—2,604,169-2,604,169-100%$294.9M———
Mitsubishi UFJ Trust & Banking Corp
N/A—2,500,162-2,500,162-100%$283.2M———
Nomura Asset Management Co LTD
N/A—2,459,775-2,459,775-100%$278.6M———
Schroder Investment Management Group
N/A—2,405,386-2,405,386-100%$272.4M———
Janney Montgomery Scott LLC
N/A—2,345,146-2,345,146-100%$265.6M———
State of Wisconsin Investment Board
N/A—2,338,988-2,338,988-100%$264.9M———
Allianz Asset Management GmbH
N/A—2,331,702-2,331,702-100%$264.1M———
TD Asset Management Inc
N/A—2,314,696-2,314,696-100%$262.2M———
Blair William & Co
N/A—2,270,879-2,270,879-100%$257.2M———
Osaic Holdings, Inc.
N/A—2,238,944-2,238,944-100%$253.7M———
Baird Financial Group, Inc.
N/A—2,187,871-2,187,871-100%$247.8M———
Hexagon Capital Partners LLC
N/A—2,153,623-2,153,623-100%$243.9M———
Chevy Chase Trust Holdings, LLC
N/A—2,142,845-2,142,845-100%$242.7M———
Royal London Asset Management LTD
N/A—2,123,512-2,123,512-100%$240.5M———
D. E. Shaw & Co., Inc.
N/A—2,120,384-2,120,384-100%$240.2M———
Jones Financial Companies Lllp
N/A—2,108,692-2,108,692-100%$243.9M———
Vanguard Investments Australia, Ltd.
N/A—2,096,827-2,096,827-100%$237.5M———
Zacks Investment Management
N/A—2,092,745-2,092,745-100%$237.0M———
Toronto Dominion Bank
N/A—2,092,622-2,092,622-100%$237.0M———
Huntington National Bank
N/A—2,070,213-2,070,213-100%$234.5M———
Panagora Asset Management Inc
N/A—2,064,580-2,064,580-100%$233.8M———
CI Investments Inc.
N/A—2,053,705-2,053,705-100%$232.6M———
CIBC World Market Inc.
N/A—2,025,507-2,025,507-100%$229.4M———
Menora Mivtachim Holdings Ltd.
N/A—1,981,394-1,981,394-100%$224.4M———
Mercer Global Advisors Inc
N/A—1,980,005-1,980,005-100%$224.3M———
Lord, Abbett & Co. LLC
N/A—1,944,944-1,944,944-100%$220.3M———
Brown Brothers Harriman & Co
N/A—1,899,863-1,899,863-100%$215.2M———
Treasurer of the State of North Carolina
N/A—1,869,761-1,869,761-100%$211.8M———
KLP Kapitalforvaltning AS
N/A—1,791,600-1,791,600-100%$202.9M———
Public Employees Retirement System of Ohio
N/A—1,745,623-1,745,623-100%$197.7M———
Rockefeller Capital Management L.P.
N/A—1,745,338-1,745,338-100%$197.7M———
Scotia Capital Inc.
N/A—1,675,204-1,675,204-100%$189.7M———
Federation des caisses Desjardins du Quebec
N/A—1,623,464-1,623,464-100%$183.9M———
SEI Investments Co
N/A—1,592,678-1,592,678-100%$180.4M———
Stephens Inc
N/A—1,587,838-1,587,838-100%$180.3M———
Teacher Retirement System of Texas
N/A—1,580,681-1,580,681-100%$179.0M———
Federated Hermes, Inc.
N/A—1,566,923-1,566,923-100%$177.5M———
State of Tennessee, Department of Treasury
N/A—1,501,695-1,501,695-100%$170.1M———
O'shaughnessy Asset Management, LLC
N/A—1,494,542-1,494,542-100%$169.3M———
Fayez Sarofim & Co
N/A—1,492,628-1,492,628-100%$169.1M———
Junto Capital Management LP
N/A—1,486,891-1,486,891-100%$168.4M———
Jane Street Group, LLC
N/A—1,484,957-1,484,957-100%$168.2M———
Credit Agricole S A
N/A—1,466,004-1,466,004-100%$166.0M———
Captrust Financial Advisors
N/A—1,464,970-1,464,970-100%$165.9M———
Nissay Asset Management Corp N
N/A—1,446,829-1,446,829-100%$163.9M———
Capitolis Liquid Global Markets LLC
N/A—1,440,683-1,440,683-100%$163.2M———
&partners
N/A—1,439,555-1,439,555-100%$162.9M———
Millennium Management LLC
N/A—1,437,888-1,437,888-100%$162.9M———
Zurich Insurance Group Ltd
N/A—1,437,690-1,437,690-100%$162.8M———
Holocene Advisors, LP
N/A—1,405,000-1,405,000-100%$159.1M———
Tredje Ap-fonden
N/A—1,382,854-1,382,854-100%$156.6M———
Qube Research & Technologies Ltd
N/A—1,346,062-1,346,062-100%$152.5M———
Guggenheim Capital LLC
N/A—1,336,745-1,336,745-100%$151.4M———
Omers Administration Corp
N/A—1,334,386-1,334,386-100%$151.1M———
Resona Asset Management Co.,Ltd.
N/A—1,317,575-1,317,575-100%$149.6M———
Banque Transatlantique SA
N/A—1,279,607-1,279,607-100%$140.6M———
Advisory Services Network, LLC
N/A—1,270,314-1,270,314-100%$143.9M———
Groupama Asset Managment
N/A—1,258,488-1,258,488-100%$144.1M———
Capula Management Ltd
N/A—1,253,680-1,253,680-100%$142.0M———
MML Investors Services, LLC
N/A—1,251,283-1,251,283-100%$141.7M———
Capital Research Global Investors
N/A—1,243,089-1,243,089-100%$140.8M———
Commerce Bank
N/A—1,230,691-1,230,691-100%$139.4M———
Steward Partners Investment Advisory, LLC
N/A—1,132,289-1,132,289-100%$128.2M———
Sanctuary Advisors, LLC
N/A—1,085,825-1,085,825-100%$123.0M———
Worldquant Millennium Advisors LLC
N/A—1,078,980-1,078,980-100%$122.2M———
AE Wealth Management LLC
N/A—1,033,858-1,033,858-100%$117.1M———
Steadfast Capital Management LP
N/A—1,027,200-1,027,200-100%$116.3M———
MetLife Investment Management, LLC
N/A—1,017,867-1,017,867-100%$115.3M———
Van Eck Associates Corp
N/A—992,586-992,586-100%$112.4M———
DnB Asset Management AS
N/A—988,050-988,050-100%$111.9M———
Life Cycle Investment Partners Ltd
N/A—983,477-983,477-100%$111.4M———
Blue Sparrow, LLC
N/A—975,000-975,000-100%$110.4M———
Woodline Partners LP
N/A—956,918-956,918-100%$108.4M———
Glenmede Trust Co NA
N/A—942,497-942,497-100%$106.7M———
Employees Retirement System of Texas
N/A—912,700-912,700-100%$103.4M———
Rathbones Group PLC
N/A—891,781-891,781-100%$101.0M———
Mediolanum International Funds Ltd
N/A—882,962-882,962-100%$101.2M———
QRG Capital Management, Inc.
N/A—874,800-874,800-100%$99.1M———
Northwestern Mutual Wealth Management Co
N/A—871,352-871,352-100%$98.7M———
Homestead Advisers Corp
N/A—852,963-852,963-100%$96.6M———
Sequoia Financial Advisors, LLC
N/A—847,495-847,495-100%$96.0M———
Atalanta Sosnoff Capital, LLC
N/A—791,992-791,992-100%$89.7M———
Vanguard Personalized Indexing Management, LLC
N/A—786,348-786,348-100%$89.1M———
Man Group plc
N/A—786,149-786,149-100%$89.0M———
Clark Capital Management Group, Inc.
N/A—784,067-784,067-100%$88.8M———
Vinva Investment Management Ltd
N/A—776,200-776,200-100%$89.0M———
Lazard Asset Management LLC
N/A—770,187-770,187-100%$87.2M———
Bank of Nova Scotia
N/A—767,751-767,751-100%$86.9M———
Shelton Capital Management
N/A—765,210-765,210-100%$86.7M———
Polar Capital Holdings Plc
N/A—748,191-748,191-100%$84.7M———
Mufg Securities Emea plc
N/A—728,571-728,571-100%$82.5M———
Jupiter Topco LLC
N/A—726,389-726,389-100%$82.2M———
Macquarie Group LTD
N/A—714,118-714,118-100%$80.9M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—712,555-712,555-100%$80.7M———
Johnson Investment Counsel Inc
N/A—712,086-712,086-100%$80.7M———
Public Sector Pension Investment Board
N/A—710,446-710,446-100%$80.5M———
MAI Capital Management
N/A—686,633-686,633-100%$77.8M———
IEQ Capital, LLC
N/A—681,087-681,087-100%$77.1M———
Varma Mutual Pension Insurance Co
N/A—680,366-680,366-100%$77.1M———
Advisors Asset Management, Inc.
N/A—678,683-678,683-100%$76.9M———
Utah Retirement Systems
N/A—666,457-666,457-100%$75.5M———
USS Investment Management Ltd
N/A—661,848-661,848-100%$74.9M———
British Columbia Investment Management Corp
N/A—657,379-657,379-100%$74.5M———
Groupe la Francaise
N/A—651,544-651,544-100%$73.2M———
1832 Asset Management L.P.
N/A—645,152-645,152-100%$73.1M———
Andra Ap-fonden
N/A—641,940-641,940-100%$72.7M———
FIL Ltd
N/A—638,127-638,127-100%$72.3M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—636,889-636,889-100%$72.1M———
Hudson Bay Capital Management LP
N/A—632,917-632,917-100%$71.7M———
Prudential PLC
N/A—631,842-631,842-100%$71.6M———
Walleye Capital LLC
N/A—621,705-621,705-100%$70.4M———
Aptus Capital Advisors, LLC
N/A—620,716-620,716-100%$70.3M———
Whittier Trust Co
N/A—620,381-620,381-100%$68.6M———
M&T Bank Corp
N/A—620,349-620,349-100%$70.3M———
Arvest Bank Trust Division
N/A—616,492-616,492-100%$69.8M———
Pacer Advisors, Inc.
N/A—613,461-613,461-100%$69.5M———
Ilmarinen Mutual Pension Insurance Co
N/A—604,535-604,535-100%$68.5M———
Becker Capital Management Inc
N/A—600,347-600,347-100%$68.0M———
Cresset Asset Management, LLC
N/A—596,117-596,117-100%$67.5M———
Benjamin Edwards Inc
N/A—589,816-589,816-100%$66.8M———
Trexquant Investment LP
N/A—567,537-567,537-100%$64.3M———
Banco Santander, S.A.
N/A—564,758-564,758-100%$64.0M———
Teachers Retirement System of the State of Kentucky
N/A—563,759-563,759-100%$63.9M———
Pathstone Holdings, LLC
N/A—559,922-559,922-100%$63.8M———
Fairview Capital Investment Management, LLC
N/A—555,672-555,672-100%$62.9M———
Orion Porfolio Solutions, LLC
N/A—554,711-554,711-100%$62.8M———
ING Groep NV
N/A—547,247-547,247-100%$62.0M———
Bristol Gate Capital Partners Inc.
N/A—536,487-536,487-100%$60.8M———
Waterloo Capital, L.P.
N/A—530,264-530,264-100%$60.1M———
RiverFront Investment Group, LLC
N/A—529,357-529,357-100%$60.0M———
Elo Mutual Pension Insurance Co
N/A—514,630-514,630-100%$58.3M———
Rafferty Asset Management, LLC
N/A—514,068-514,068-100%$58.2M———
Beacon Pointe Advisors, LLC
N/A—511,640-511,640-100%$57.9M———
Bradley Foster & Sargent Inc
N/A—509,148-509,148-100%$57.7M———
HRT Financial LP
N/A—492,345-492,345-100%$55.8M———
Vident Advisory, LLC
N/A—492,040-492,040-100%$55.7M———
Nan Shan Life Insurance Co., Ltd.
N/A—490,596-490,596-100%$55.6M———
Delta Asset Management LLC
N/A—478,201-478,201-100%$54.2M———
Arax Advisory Partners
N/A—475,928-475,928-100%$53.9M———
Pinnacle Financial Partners, Inc.
N/A—467,771-467,771-100%$53.0M———
Private Advisor Group, LLC
N/A—453,568-453,568-100%$51.4M———
Norinchukin Bank, The
N/A—449,267-449,267-100%$50.9M———
Anomaly Capital Management, LP
N/A—449,044-449,044-100%$50.9M———
EFG International AG
N/A—447,282-447,282-100%$50.7M———
Cumberland Partners Ltd
N/A—446,379-446,379-100%$50.6M———
Empowered Funds, LLC
N/A—445,557-445,557-100%$50.5M———
Delta Global Management LP
N/A—438,356-438,356-100%$49.6M———
Waverly Advisors, LLC
N/A—423,914-423,914-100%$48.0M———
Castle Hook Partners LP
N/A—421,865-421,865-100%$47.8M———
First National Bank of Omaha
N/A—421,467-421,467-100%$48.2M———
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
N/A—417,265-417,265-100%$47.3M———
Renaissance Technologies LLC
N/A—410,525-410,525-100%$46.5M———
Choate Investment Advisors
N/A—409,349-409,349-100%$46.4M———
Allstate Corp
N/A—407,817-407,817-100%$46.2M———
Daiichi Life Insurance Co., Ltd.
N/A—388,444-388,444-100%$44.0M———
Berkshire Asset Management LLC
N/A—385,637-385,637-100%$43.7M———
Nomura Holdings Inc
N/A—379,558-379,558-100%$43.0M———
Two Sigma Investments, LP
N/A—378,927-378,927-100%$42.9M———
Peapack Gladstone Financial Corp
N/A—378,786-378,786-100%$42.9M———
Brown Advisory Inc
N/A—378,055-378,055-100%$42.8M———
Harvest Fund Management Co., Ltd
N/A—372,406-372,406-100%$42.2M———
RWA Wealth Partners, LLC
N/A—370,677-370,677-100%$42.0M———
Tidal Investments LLC
N/A—367,216-367,216-100%$41.6M———
Equitable Holdings, Inc.
N/A—363,775-363,775-100%$41.2M———
Continuum Advisory, LLC
N/A—357,980-357,980-100%$40.5M———
Bartlett & Co. Wealth Management LLC
N/A—356,966-356,966-100%$40.4M———
Tocqueville Asset Management L.P.
N/A—354,932-354,932-100%$40.2M———
Investment Management Corp of Ontario
N/A—352,911-352,911-100%$40.0M———
Voleon Capital Management LP
N/A—350,072-350,072-100%$39.6M———
Main Street Research LLC
N/A—348,650-348,650-100%$39.5M———
Atlantic Union Bankshares Corp
N/A—339,915-339,915-100%$38.5M———
EP Wealth Advisors, LLC
N/A—337,787-337,787-100%$38.3M———
Lighthouse Investment Partners, LLC
N/A—334,101-334,101-100%$37.8M———
Bollard Group LLC
N/A—333,037-333,037-100%$37.7M———
Parallax Volatility Advisers, L.P.
N/A—325,915-325,915-100%$36.9M———
Integrated Wealth Concepts LLC
N/A—322,825-322,825-100%$36.6M———
United Capital Financial Advisors, LLC
N/A—312,237-312,237-100%$35.4M———
Saudi Central Bank
N/A—306,938-306,938-100%$34.8M———
Horizon Investments, LLC
N/A—305,612-305,612-100%$34.6M———
Martingale Asset Management L P
N/A—304,290-304,290-100%$34.5M———
Cartenna Capital, LP
N/A—300,000-300,000-100%$34.0M———
Ontario Teachers Pension Plan Board
N/A—299,561-299,561-100%$33.9M———
Epoch Investment Partners, Inc.
N/A—295,682-295,682-100%$33.5M———
Gotham Asset Management, LLC
N/A—293,891-293,891-100%$33.3M———
Destination Wealth Management
N/A—293,363-293,363-100%$33.2M———
World Investment Advisors
N/A—291,493-291,493-100%$36.2M———
Snowden Capital Advisors LLC
N/A—289,445-289,445-100%$32.8M———
Beck Mack & Oliver LLC
N/A—289,042-289,042-100%$32.7M———
Summit Financial, LLC
N/A—286,143-286,143-100%$32.4M———
Novare Capital Management LLC
N/A—286,089-286,089-100%$32.4M———
Independent Advisor Alliance
N/A—281,716-281,716-100%$31.9M———
Arkadios Wealth Advisors
N/A—278,946-278,946-100%$31.6M———
Westwood Holdings Group Inc
N/A—276,742-276,742-100%$31.3M———
Kentucky Retirement Systems
N/A—274,665-274,665-100%$31.1M———
Hamilton Capital Partners Inc.
N/A—270,393-270,393-100%$30.6M———
Brevan Howard Capital Management LP
N/A—269,063-269,063-100%$30.5M———
Focus Partners Advisor Solutions, LLC
N/A—266,864-266,864-100%$30.2M———
Steigerwald, Gordon & Koch Inc.
N/A—264,783-264,783-100%$30.0M———
Pinebridge Investments LLC
N/A—258,970-258,970-100%$29.3M———
Bridgewater Associates, LP
N/A—258,759-258,759-100%$29.3M———
Whittier Trust Co of Nevada Inc
N/A—257,264-257,264-100%$28.7M———
Commerzbank Aktiengesellschaft
N/A—255,387-255,387-100%$28.9M———
Dnca Finance
N/A—254,700-254,700-100%$28.8M———
Simmons Bank
N/A—244,139-244,139-100%$27.7M———
Bridgeway Capital Management, LLC
N/A—243,551-243,551-100%$27.6M———
HM Payson & Co
N/A—241,814-241,814-100%$27.4M———
Composition Wealth, LLC
N/A—240,430-240,430-100%$27.2M———
Stillwater Capital Advisors, LLC
N/A—238,363-238,363-100%$27.0M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—237,020-237,020-100%$26.8M———
Liontrust Investment Partners LLP
N/A—235,163-235,163-100%$26.6M———
Venturi Wealth Management, LLC
N/A—230,825-230,825-100%$26.1M———
Capital Analysts, LLC
N/A—230,262-230,262-100%$26.1M———
Ameritas Investment Partners, Inc.
N/A—229,657-229,657-100%$26.0M———
Advisors Capital Management, LLC
N/A—227,362-227,362-100%$25.8M———
Evelyn Partners Group Ltd
N/A—226,880-226,880-100%$25.7M———
Vestmark Advisory Solutions, Inc.
N/A—226,804-226,804-100%$25.7M———
BTC Capital Management, Inc.
N/A—225,500-225,500-100%$25.6M———
Benchstone Capital Management LP
N/A—224,032-224,032-100%$25.4M———
Lathrop Investment Management Co
N/A—217,908-217,908-100%$24.7M———
E Fund Management Co., Ltd.
N/A—217,891-217,891-100%$24.7M———
Trajan Wealth LLC
N/A—216,885-216,885-100%$24.6M———
Verition Fund Management LLC
N/A—214,195-214,195-100%$24.3M———
Fred Alger Management, LLC
N/A—213,748-213,748-100%$24.2M———
Bragg Financial Advisors, Inc
N/A—212,224-212,224-100%$24.0M———
Azimuth Capital Investment Management LLC
N/A—210,958-210,958-100%$23.9M———
CCM Investment Advisers LLC
N/A—205,985-205,985-100%$23.3M———
Vestcor Inc
N/A—204,702-204,702-100%$23.2M———
SRB Corp
N/A—202,248-202,248-100%$22.9M———
Dearborn Partners LLC
N/A—200,798-200,798-100%$22.7M———
Stratos Wealth Partners, Ltd.
N/A—200,360-200,360-100%$22.7M———
SageGuard Financial Group, LLC
N/A—199,823-199,823-100%$22.6M———
Clarity Financial LLC
N/A—197,868-197,868-100%$22.4M———
Harvest Portfolios Group Inc.
N/A—195,863-195,863-100%$22.2M———
IHT Wealth Management, LLC
N/A—193,525-193,525-100%$21.9M———
Lombard Odier Asset Management (Switzerland) SA
N/A—192,381-192,381-100%$21.8M———
Siemens Fonds Invest GmbH
N/A—189,141-189,141-100%$21.4M———
Stonebridge Capital Advisors LLC
N/A—186,816-186,816-100%$21.2M———
Callan Family Office, LLC
N/A—183,286-183,286-100%$20.8M———
One Capital Management, LLC
N/A—180,243-180,243-100%$22.4M———
Sumitomo Life Insurance Co
N/A—179,589-179,589-100%$20.3M———
Fiduciary Group, LLC
N/A—178,737-178,737-100%$20.2M———
Managed Asset Portfolios, LLC
N/A—178,651-178,651-100%$20.2M———
Global Retirement Partners, LLC
N/A—177,876-177,876-100%$20.1M———
Hancock Whitney Corp
N/A—177,236-177,236-100%$20.1M———
SummitTX Capital, L.P.
N/A—176,720-176,720-100%$20.0M———
Balyasny Asset Management L.P.
N/A—174,204-174,204-100%$19.7M———
Trans-Canada Capital Inc.
N/A—172,910-172,910-100%$19.6M———
Dodge & COX
N/A—172,435-172,435-100%$19.5M———
Optiver Holding B.V.
N/A—172,127-172,127-100%$19.5M———
First Financial Bankshares Inc
N/A—172,045-172,045-100%$19.5M———
Colonial Trust Advisors
N/A—169,480-169,480-100%$19.2M———
DJE Kapital AG
N/A—169,446-169,446-100%$19.5M———
Jupiter Asset Management LTD
N/A—169,257-169,257-100%$19.2M———
Metis Global Partners, LLC
N/A—168,641-168,641-100%$19.1M———
Bleakley Financial Group, LLC
N/A—168,635-168,635-100%$19.1M———
Milford Funds LTD
N/A—168,275-168,275-100%$19.1M———
Kingsview Wealth Management, LLC
N/A—167,885-167,885-100%$19.0M———
Mmbg Investment Advisors Co.
N/A—167,546-167,546-100%$19.0M———
Laffer Tengler Investments, Inc.
N/A—167,545-167,545-100%$19.0M———
Webster Bank, N. A.
N/A—167,131-167,131-100%$18.9M———
ST Germain D J Co Inc
N/A—164,657-164,657-100%$18.6M———
Laird Norton Wetherby Trust Company, LLC
N/A—162,214-162,214-100%$18.4M———
Red Door Wealth Management, LLC
N/A—161,318-161,318-100%$18.3M———
Paralel Advisors LLC
N/A—160,000-160,000-100%$18.1M———
SCS Capital Management LLC
N/A—159,836-159,836-100%$18.1M———
Banque Cantonale Vaudoise
N/A—159,512-159,512-100%$18.1M———
Wealthspire Advisors, LLC
N/A—159,109-159,109-100%$18.0M———
Flputnam Investment Management Co
N/A—158,313-158,313-100%$17.9M———
Pettyjohn, Wood & White, Inc
N/A—157,510-157,510-100%$17.8M———
Performance Wealth Partners, LLC
N/A—157,048-157,048-100%$17.8M———
Caprock Group, LLC
N/A—156,594-156,594-100%$17.7M———
Gabelli Funds LLC
N/A—155,200-155,200-100%$17.6M———
Fiduciary Trust Co
N/A—155,179-155,179-100%$17.6M———
Aquatic Capital Management LLC
N/A—154,785-154,785-100%$17.5M———
Rowlandmiller & Partners.adv
N/A—154,570-154,570-100%$17.5M———
Summit Trail Advisors, LLC
N/A—153,913-153,913-100%$17.4M———
Interval Partners, LP
N/A—153,469-153,469-100%$17.4M———
Unisphere Establishment
N/A—150,000-150,000-100%$17.0M———
WCG Wealth Advisors LLC
N/A—148,711-148,711-100%$16.8M———
Empirical Finance, LLC
N/A—147,788-147,788-100%$16.7M———
Wesleyan Assurance Society
N/A—146,510-146,510-100%$16.6M———
Primecap Management Co
N/A—144,600-144,600-100%$16.4M———
BNP Paribas
N/A—143,790-143,790-100%$16.3M———
Moneta Group Investment Advisors LLC
N/A—143,081-143,081-100%$16.2M———
Trustmark Bank Trust Department
N/A—142,067-142,067-100%$16.1M———
Kayne Anderson Rudnick Investment Management LLC
N/A—142,062-142,062-100%$16.1M———
OneDigital Investment Advisors LLC
N/A—141,973-141,973-100%$16.1M———
Ameritas Advisory Services, LLC
N/A—140,738-140,738-100%$15.9M———
KEB Asset Management, LLC
N/A—140,617-140,617-100%$15.9M———
Northwestern Mutual Investment Management Company, LLC
N/A—140,559-140,559-100%$15.9M———
Caisse DES Depots ET Consignations
N/A—140,542-140,542-100%$15.9M———
TriCert Investment Counsel Inc.
N/A—140,157-140,157-100%$15.9M———
NewEdge Wealth, LLC
N/A—140,145-140,145-100%$15.9M———
Meiji Yasuda Asset Management Co Ltd.
N/A—139,817-139,817-100%$15.8M———
Longbow Finance SA
N/A—139,479-139,479-100%$15.8M———
Envestnet Portfolio Solutions, Inc.
N/A—138,450-138,450-100%$15.7M———
Jain Global LLC
N/A—136,434-136,434-100%$15.5M———
Auxier Asset Management LLC
N/A—134,439-134,439-100%$15.2M———
Capital International, Inc.
N/A—133,389-133,389-100%$15.1M———
Rokos Capital Management LLP
N/A—132,792-132,792-100%$15.0M———
Callahan Advisors, LLC
N/A—132,761-132,761-100%$15.0M———
Mufg Securities Americas Inc.
N/A—132,041-132,041-100%$15.0M———
Ossiam
N/A—131,294-131,294-100%$14.9M———
Infusive Asset Management Inc.
N/A—130,491-130,491-100%$14.8M———
Allianz SE
N/A—129,319-129,319-100%$14.6M———
Banco BTG Pactual S.A.
N/A—128,500-128,500-100%$14.6M———
LGT Group Foundation
N/A—126,561-126,561-100%$14.3M———
Foundations Investment Advisors, LLC
N/A—126,291-126,291-100%$14.3M———
Strategic Wealth Partners, Ltd.
N/A—126,145-126,145-100%$14.3M———
Principal Securities, Inc.
N/A—125,832-125,832-100%$14.3M———
Oversea-Chinese Banking Corp Ltd
N/A—125,376-125,376-100%$14.2M———
Cantor Fitzgerald, L. P.
N/A—124,138-124,138-100%$14.1M———
Invictus Private Wealth, LLC
N/A—123,404-123,404-100%$14.0M———
WS Management Lllp
N/A—123,077-123,077-100%$13.9M———
Crawford Investment Counsel Inc
N/A—122,400-122,400-100%$13.9M———
Mutual Advisors, LLC
N/A—122,229-122,229-100%$13.8M———
First Manhattan Co. Llc.
N/A—122,049-122,049-100%$13.8M———
Sienna Gestion
N/A—121,903-121,903-100%$14.1M———
Shelter Mutual Insurance Co
N/A—121,766-121,766-100%$13.8M———
Roundview Capital LLC
N/A—121,133-121,133-100%$13.7M———
Meeder Advisory Services, Inc.
N/A—121,037-121,037-100%$13.7M———
NWI Management LP
N/A—120,000-120,000-100%$13.6M———
Hayek Kallen Investment Management
N/A—117,484-117,484-100%$13.3M———
Segall Bryant & Hamill, LLC
N/A—116,964-116,964-100%$13.2M———
Navellier & Associates Inc
N/A—116,873-116,873-100%$13.2M———
Erste Asset Management GmbH
N/A—116,786-116,786-100%$13.7M———
Susquehanna Portfolio Strategies, LLC
N/A—115,895-115,895-100%$13.1M———
Ancora Advisors LLCA
N/A—115,781-115,781-100%$13.1M———
Connors Investor Services Inc
N/A—115,740-115,740-100%$13.1M———
Kentucky Retirement Systems Insurance Trust Fund
N/A—113,982-113,982-100%$12.9M———
Alexander Labrunerie & Co., Inc.
N/A—112,397-112,397-100%$12.7M———
Canal Capital Management, LLC
N/A—112,267-112,267-100%$12.7M———
First American Trust, FSB
N/A—112,113-112,113-100%$12.7M———
Silvercrest Asset Management Group LLC
N/A—111,474-111,474-100%$12.6M———
Sfmg, LLC
N/A—111,028-111,028-100%$12.6M———
Barbara Oil Co.
N/A—110,000-110,000-100%$12.5M———
Savvy Advisors, Inc.
N/A—109,728-109,728-100%$12.4M———
Texas Yale Capital Corp.
N/A—109,353-109,353-100%$12.4M———
Winton Group Ltd
N/A—109,344-109,344-100%$12.4M———
Spirepoint Private Client, LLC
N/A—108,989-108,989-100%$12.3M———
Baltimore-Washington Financial Advisors, Inc.
N/A—107,934-107,934-100%$12.2M———
Boston Research & Management Inc
N/A—107,734-107,734-100%$12.2M———
Field & Main Bank
N/A—106,407-106,407-100%$12.1M———
XTX Topco Ltd
N/A—106,320-106,320-100%$12.0M———
Stratos Investment Management, LLC
N/A—105,952-105,952-100%$12.0M———
Centaurus Financial, Inc.
N/A—104,996-104,996-100%$11.9M———
Capital Fund Management S.A.
N/A—104,720-104,720-100%$11.9M———
Hodges Capital Management Inc.
N/A—104,303-104,303-100%$11.8M———
Tiaa Wealth Investment Management LLC
N/A—104,266-104,266-100%$11.8M———
RBF Capital, LLC
N/A—102,822-102,822-100%$11.6M———
Sargent Investment Group, LLC
N/A—102,699-102,699-100%$11.6M———
Modern Wealth Management, LLC
N/A—101,893-101,893-100%$11.5M———
PFG Investments, LLC
N/A—101,132-101,132-100%$11.5M———
Gladstone Institutional Advisory LLC
N/A—100,317-100,317-100%$11.4M———
FAS Wealth Partners, Inc.
N/A—100,300-100,300-100%$11.4M———
Nicolet Bankshares Inc
N/A—98,940-98,940-100%$11.1M———
Glen Eagle Advisors, LLC
N/A—98,317-98,317-100%$11.1M———
New Age Alpha Advisors, LLC
N/A—97,489-97,489-100%$11.0M———
Tulsa Wealth Advisors, Inc
N/A—97,059-97,059-100%$11.0M———
Iyo Bank, Ltd.
N/A—96,073-96,073-100%$10.9M———
Quantitative Investment Management, LLC
N/A—95,844-95,844-100%$10.9M———
Opus Investment Management Inc
N/A—95,000-95,000-100%$10.8M———
Catalyst Funds Management Pty Ltd
N/A—94,352-94,352-100%$10.7M———
CSM Advisors, LLC
N/A—94,306-94,306-100%$10.7M———
CreativeOne Wealth, LLC
N/A—93,003-93,003-100%$10.5M———
Sound View Wealth Advisors Group, LLC
N/A—92,653-92,653-100%$10.5M———
AMJ Financial Wealth Management
N/A—92,639-92,639-100%$11.5M———
Bridges Investment Management Inc
N/A—92,378-92,378-100%$10.5M———
Forty-three Eighteen Advisors, LLC
N/A—92,326-92,326-100%$10.5M———
Capital International Sarl
N/A—92,258-92,258-100%$10.4M———
Permanens Capital L.P.
N/A—91,844-91,844-100%$10.4M———
Tyche Wealth Partners LLC
N/A—91,712-91,712-100%$10.4M———
Joho Capital LLC
N/A—91,650-91,650-100%$10.4M———
Castleark Management LLC
N/A—91,570-91,570-100%$10.4M———
LGT Fund Management Co Ltd.
N/A—91,551-91,551-100%$10.4M———
Naviter Wealth, LLC
N/A—91,065-91,065-100%$10.3M———
Douglass Winthrop Advisors, LLC
N/A—89,255-89,255-100%$10.1M———
Schonfeld Strategic Advisors LLC
N/A—88,929-88,929-100%$10.1M———
Proficio Capital Partners LLC
N/A—88,622-88,622-100%$10.0M———
Mokan Wealth Management Inc.
N/A—88,501-88,501-100%$10.0M———
Westfield Capital Management Co LP
N/A—88,491-88,491-100%$10.0M———
Weik Capital Management
N/A—87,341-87,341-100%$9.9M———
Ausdal Financial Partners, Inc.
N/A—87,207-87,207-100%$9.9M———
Tower Research Capital LLC (TRC)
N/A—86,961-86,961-100%$9.8M———
Syon Capital LLC
N/A—86,726-86,726-100%$9.8M———
Baader Bank Aktiengesellschaft
N/A—84,629-84,629-100%$9.6M———
Kovack Advisors, Inc.
N/A—83,774-83,774-100%$9.3M———
Roehl & Yi Investment Advisors, LLC
N/A—83,757-83,757-100%$673.7K———
Marble Wealth, LLC
N/A—83,602-83,602-100%$9.5M———
Edgestream Partners, L.P.
N/A—83,261-83,261-100%$9.4M———
Denali Advisors LLC
N/A—83,102-83,102-100%$9.4M———
Stock Yards Bank & Trust Co
N/A—82,954-82,954-100%$9.4M———
BFC Planning, Inc.
N/A—82,685-82,685-100%$9.4M———
Walter & Keenan Wealth Management LLC
N/A—82,395-82,395-100%$9.3M———
AR Asset Management Inc
N/A—82,265-82,265-100%$9.3M———
Colonial Trust Co / SC
N/A—82,181-82,181-100%$9.3M———
Annandale Capital, LLC
N/A—81,779-81,779-100%$9.3M———
Alteri Wealth LLC
N/A—81,161-81,161-100%$9.2M———
Smartleaf Asset Management LLC
N/A—80,089-80,089-100%$9.2M———
Capital International LTD
N/A—80,075-80,075-100%$9.1M———
Ballentine Partners, LLC
N/A—79,930-79,930-100%$9.1M———
Quest Investment Management LLC
N/A—79,740-79,740-100%$9.0M———
Wealth Advisors of Tampa Bay, LLC
N/A—79,727-79,727-100%$9.0M———
Berger Financial Group, Inc
N/A—79,703-79,703-100%$9.0M———
Haverford Trust Co
N/A—79,634-79,634-100%$9.0M———
RFP Financial Group LLC
N/A—79,574-79,574-100%$9.0M———
Centric Wealth Management
N/A—79,456-79,456-100%$9.5M———
MidFirst Bank
N/A—77,807-77,807-100%$8.8M———
Bellars Harris Wealth Management, LLC
N/A—77,362-77,362-100%$8.8M———
Evercore Wealth Management, LLC
N/A—76,989-76,989-100%$8.7M———
Regal Investment Advisors LLC
N/A—76,908-76,908-100%$8.7M———
Bcwm, LLC
N/A—76,114-76,114-100%$8.6M———
German American Bancorp, Inc.
N/A—75,664-75,664-100%$8.6M———
Night Squared LP
N/A—75,019-75,019-100%$8.5M———
BLI - Banque de Luxembourg Investments
N/A—74,580-74,580-100%$8.6M———
TCW Group Inc
N/A—73,776-73,776-100%$8.4M———
Spinnaker Trust
N/A—73,231-73,231-100%$8.3M———
Gamco Investors, Inc. ET AL
N/A—72,735-72,735-100%$8.2M———
Fortis Capital Management LLC
N/A—72,549-72,549-100%$8.2M———
Estabrook Capital Management
N/A—72,338-72,338-100%$8.2M———
Headlands Technologies LLC
N/A—72,140-72,140-100%$8.2M———
Osmosis Investment Management UK Ltd
N/A—72,050-72,050-100%$8.2M———
Windward Capital Management Co
N/A—71,988-71,988-100%$8.2M———
Bogart Wealth, LLC
N/A—71,528-71,528-100%$8.1M———
Pure Financial Advisors, LLC
N/A—71,174-71,174-100%$8.1M———
Prosperity Consulting Group, LLC
N/A—70,636-70,636-100%$8.0M———
L & S Advisors Inc
N/A—70,069-70,069-100%$7.9M———
Northwest Bancshares, Inc.
N/A—69,732-69,732-100%$7.9M———
Delphi Financial Group, Inc.
N/A—69,260-69,260-100%$7.8M———
Anchor Investment Management, LLC
N/A—68,779-68,779-100%$7.8M———
Capital Advisors Inc
N/A—67,796-67,796-100%$7.7M———
Meridian Wealth Advisors, LLC
N/A—67,302-67,302-100%$7.6M———
Saranac Partners Ltd
N/A—67,120-67,120-100%$7.6M———
Bluespring Wealth Management, LLC
N/A—67,004-67,004-100%$7.6M———
Trivium Point Advisory, LLC
N/A—66,341-66,341-100%$7.5M———
Jump Financial, LLC
N/A—66,008-66,008-100%$7.5M———
Covington Investment Advisors Inc.
N/A—65,375-65,375-100%$7.4M———
Insigneo Advisory Services, LLC
N/A—65,232-65,232-100%$7.4M———
Hilltop Holdings Inc.
N/A—64,539-64,539-100%$7.3M———
Bank of Hawaii
N/A—64,509-64,509-100%$7.3M———
1ST Source Bank
N/A—64,069-64,069-100%$7.3M———
Tower Bridge Advisors
N/A—63,868-63,868-100%$7.2M———
Logan Capital Management Inc
N/A—63,811-63,811-100%$7.2M———
Keel Point, LLC
N/A—63,381-63,381-100%$7.2M———
Talon Private Wealth, LLC
N/A—63,312-63,312-100%$7.2M———
Soros Fund Management LLC
N/A—63,099-63,099-100%$7.1M———
BBR Partners, LLC
N/A—62,948-62,948-100%$7.1M———
Beck Capital Management, LLC
N/A—62,795-62,795-100%$7.1M———
Dakota Wealth Management
N/A—62,787-62,787-100%$7.1M———
Ingalls & Snyder LLC
N/A—62,586-62,586-100%$7.1M———
Boothbay Fund Management, LLC
N/A—62,415-62,415-100%$7.1M———
Headinvest, LLC
N/A—62,000-62,000-100%$7.0M———
Westerkirk Capital Inc.
N/A—61,907-61,907-100%$7.0M———
Rothschild Investment LLC
N/A—61,804-61,804-100%$7.0M———
IMA Advisory Services, Inc.
N/A—61,783-61,783-100%$7.0M———
NorthRock Partners, LLC
N/A—60,637-60,637-100%$6.9M———
Providence Capital Advisors, LLC
N/A—60,494-60,494-100%$6.9M———
Byrne Financial Freedom, LLC
N/A—59,758-59,758-100%$6.8M———
JT Stratford LLC
N/A—59,473-59,473-100%$6.7M———
Peninsula Asset Management Inc
N/A—59,337-59,337-100%$6.7M———
Foster & Motley Inc
N/A—59,299-59,299-100%$6.7M———
Twin Capital Management Inc
N/A—59,068-59,068-100%$6.7M———
FourThought Financial Partners, LLC
N/A—58,876-58,876-100%$6.7M———
Henson-Edgewater Management, LLC
N/A—58,824-58,824-100%$6.8M———
Advyzon Investment Management, LLC
N/A—58,500-58,500-100%$6.6M———
Core Alternative Capital
N/A—58,387-58,387-100%$6.6M———
Rehmann Capital Advisory Group
N/A—58,207-58,207-100%$6.6M———
Niles Investment Management, LLC
N/A—58,014-58,014-100%$6.6M———
Claret Asset Management Corp
N/A—57,961-57,961-100%$6.6M———
Advisory Alpha, LLC
N/A—57,915-57,915-100%$6.6M———
Hutner Capital Management Inc
N/A—57,724-57,724-100%$6.5M———
Nvest Financial, LLC
N/A—57,618-57,618-100%$6.5M———
B & T Capital Management DBA Alpha Capital Management
N/A—57,543-57,543-100%$6.5M———
CFO4Life Group, LLC
N/A—57,309-57,309-100%$6.5M———
Westmount Partners, LLC
N/A—57,307-57,307-100%$6.5M———
Guardian Wealth Advisors, LLC / NC
N/A—56,643-56,643-100%$6.4M———
Delos Wealth Advisors, LLC
N/A—56,329-56,329-100%$6.4M———
Graham Capital Management, L.P.
N/A—56,310-56,310-100%$6.4M———
DoubleLine ETF Adviser LP
N/A—56,228-56,228-100%$6.4M———
Beck Bode, LLC
N/A—55,878-55,878-100%$6.3M———
Riverview Capital Advisers, LLC
N/A—55,775-55,775-100%$6.3M———
Jaffetilchin Investment Partners, LLC
N/A—55,240-55,240-100%$6.3M———
FLP Wealth Management, LLC
N/A—55,050-55,050-100%$6.2M———
Checchi Capital Advisers, LLC
N/A—54,770-54,770-100%$6.2M———
VAN Lanschot Kempen Investment Management N.V.
N/A—54,531-54,531-100%$6.2M———
Fidelis Capital Partners, LLC
N/A—54,476-54,476-100%$6.2M———
Smith, Moore & Co.
N/A—54,143-54,143-100%$6.1M———
Alphadyne Asset Management LP
N/A—54,135-54,135-100%$6.1M———
Northstar Group, Inc.
N/A—53,964-53,964-100%$6.1M———
Cary Street Partners Financial LLC
N/A—53,903-53,903-100%$6.1M———
Mendel Capital Management LLC
N/A—53,450-53,450-100%$6.1M———
ABN Amro Bank N.V.
N/A—52,800-52,800-100%$6.0M———
Evolve Private Wealth, LLC
N/A—52,478-52,478-100%$5.9M———
Essex Financial Services, Inc.
N/A—52,462-52,462-100%$5.9M———
Meiji Yasuda Life Insurance Co
N/A—52,431-52,431-100%$5.9M———
Waddell & Associates, LLC
N/A—52,398-52,398-100%$5.9M———
Edmond de Rothschild Holding S.A.
N/A—51,770-51,770-100%$5.9M———
First National Bank of Hutchinson
N/A—51,137-51,137-100%$5.8M———
Liberty One Investment Management, LLC
N/A—50,659-50,659-100%$5.7M———
Mitchell Mcleod Pugh & Williams Inc
N/A—50,559-50,559-100%$5.7M———
Winthrop Partners - WNY, LLC
N/A—50,180-50,180-100%$5.7M———
Broadwater Capital Management LLC
N/A—50,000-50,000-100%$5.7M———
Dorsey & Whitney Trust Co LLC
N/A—49,752-49,752-100%$5.6M———
Greenline Partners, LLC
N/A—49,626-49,626-100%$5.6M———
WealthShield Partners, LLC
N/A—49,559-49,559-100%$5.6M———
Thomasville National Bank
N/A—49,405-49,405-100%$5.6M———
First National Advisers, LLC
N/A—48,394-48,394-100%$5.5M———
JPL Wealth Management, LLC
N/A—48,099-48,099-100%$5.4M———
Owen LaRue, LLC
N/A—47,971-47,971-100%$5.4M———
Triton Financial Group Inc
N/A—47,703-47,703-100%$5.4M———
Security National Bank of Sioux City Iowa
N/A—47,571-47,571-100%$5.4M———
LM Advisors LLC
N/A—47,412-47,412-100%$5.4M———
SlateStone Wealth, LLC
N/A—47,260-47,260-100%$5.4M———
Occudo Quantitative Strategies LP
N/A—47,142-47,142-100%$5.3M———
Concentric Capital Strategies, LP
N/A—46,927-46,927-100%$5.3M———
Gilder Gagnon Howe & Co LLC
N/A—46,844-46,844-100%$5.3M———
Magnolia Capital Advisors LLC
N/A—46,734-46,734-100%$5.3M———
First Foundation Advisors
N/A—46,464-46,464-100%$5.3M———
Resources Management Corp
N/A—46,360-46,360-100%$5.3M———
Spartan Wealth Advisory Services LLC
N/A—46,047-46,047-100%$5.2M———
Aimz Investment Advisors, LLC
N/A—45,895-45,895-100%$5.2M———
Mosaic Family Wealth Partners, LLC
N/A—45,863-45,863-100%$5.2M———
Cvfg LLC
N/A—45,720-45,720-100%$5.2M———
Barnes Pettey Financial Advisors, LLC
N/A—45,316-45,316-100%$5.1M———
Stokes Family Office, LLC
N/A—45,197-45,197-100%$5.1M———
Allred Capital Management, LLC
N/A—44,332-44,332-100%$5.0M———
Systematic Alpha Investments, LLC
N/A—44,100-44,100-100%$5.0M———
Zhang Financial LLC
N/A—43,714-43,714-100%$5.0M———
Argent Advisors, Inc.
N/A—43,697-43,697-100%$4.9M———
Frec Markets, Inc.
N/A—43,623-43,623-100%$4.9M———
Octavia Wealth Advisors, LLC
N/A—43,443-43,443-100%$4.9M———
Cambria Investment Management, L.P.
N/A—43,344-43,344-100%$4.9M———
Stratos Wealth Advisors, LLC
N/A—43,162-43,162-100%$4.9M———
Second Line Capital, LLC
N/A—42,803-42,803-100%$4.8M———
Icon Wealth Advisors, LLC
N/A—42,430-42,430-100%$4.8M———
Cannell & Spears LLC
N/A—42,246-42,246-100%$4.8M———
Holderness Investments Co
N/A—41,880-41,880-100%$4.7M———
Mission Creek Capital Partners, Inc.
N/A—41,860-41,860-100%$4.7M———
SageView Advisory Group, LLC
N/A—41,421-41,421-100%$4.7M———
Beta Wealth Group, Inc.
N/A—41,247-41,247-100%$4.7M———
Marshall Financial Group, LLC
N/A—41,241-41,241-100%$4.7M———
RD Lewis Holdings, Inc.
N/A—41,201-41,201-100%$4.6M———
Johnson Financial Group, Inc.
N/A—41,196-41,196-100%$4.7M———
MainStreet Investment Advisors LLC
N/A—41,082-41,082-100%$4.7M———
Cozad Asset Management Inc
N/A—40,826-40,826-100%$4.6M———
Security National Bank of SO DAK
N/A—40,445-40,445-100%$4.6M———
Arini Capital Management Ltd
N/A—40,000-40,000-100%$4.5M———
Boston Partners
N/A—39,798-39,798-100%$4.5M———
Curi Capital, LLC
N/A—39,752-39,752-100%$4.5M———
Xcelsior Advisor Partners LLC
N/A—39,658-39,658-100%$4.5M———
Qtron Investments LLC
N/A—39,630-39,630-100%$4.5M———
Maytus Capital Management, LLC
N/A—39,452-39,452-100%$4.5M———
Chilton Investment Co Inc.
N/A—39,408-39,408-100%$4.5M———
Brooks, Moore & Associates, Inc.
N/A—39,368-39,368-100%$4.5M———
Heartland Bank & Trust Co
N/A—39,002-39,002-100%$4.4M———
F/m Investments LLC
N/A—38,962-38,962-100%$4.4M———
Bridgewater Advisors Inc.
N/A—38,961-38,961-100%$4.3M———
Coppell Advisory Solutions LLC
N/A—38,904-38,904-100%$3.3M———
Cullen Capital Management, LLC
N/A—38,704-38,704-100%$4.4M———
RB Capital Management, LLC
N/A—38,569-38,569-100%$4.4M———
Intrust Bank NA
N/A—38,370-38,370-100%$4.3M———
Private Wealth Asset Management, LLC
N/A—38,315-38,315-100%$4.3M———
Stonebrook Private Inc.
N/A—37,928-37,928-100%$4.3M———
Ceeto Capital Group, LLC
N/A—37,500-37,500-100%$4.2M———
Martin & Co Inc
N/A—37,478-37,478-100%$4.2M———
Keystone Financial Group
N/A—36,764-36,764-100%$4.2M———
Beacon Investment Advisors LLC
N/A—36,347-36,347-100%$4.1M———
Union Heritage Capital, LLC
N/A—36,342-36,342-100%$4.1M———
Coastal Bridge Advisors, LLC
N/A—36,268-36,268-100%$4.1M———
Financial Gravity Companies, Inc.
N/A—36,247-36,247-100%$4.1M———
Pursue Wealth Partners LLC
N/A—35,285-35,285-100%$4.0M———
Iron Gate Global Advisors LLC
N/A—34,927-34,927-100%$4.0M———
Front Row Advisors LLC
N/A—33,965-33,965-100%$3.8M———
Precision Wealth Strategies, LLC
N/A—33,728-33,728-100%$3.8M———
Mattson Financial Services, LLC
N/A—33,078-33,078-100%$3.8M———
Harbor Advisors LLC
N/A—33,000-33,000-100%$3.7M———
Ostrum Asset Management
N/A—32,954-32,954-100%$3.7M———
Paragon Capital Management LLC
N/A—32,883-32,883-100%$3.7M———
Marshall Investment Management, LLC
N/A—32,814-32,814-100%$3.7M———
FLC Capital Advisors
N/A—32,657-32,657-100%$3.7M———
Roberts Glore & Co Inc
N/A—32,615-32,615-100%$3.7M———
Kintra Wealth, LLC
N/A—32,471-32,471-100%$3.8M———
Prestige Wealth Management Group LLC
N/A—31,883-31,883-100%$3.6M———
Dividend Assets Capital, LLC
N/A—31,877-31,877-100%$3.6M———
Hudson Value Partners, LLC
N/A—31,745-31,745-100%$3.6M———
Hemenway Trust Co LLC
N/A—31,677-31,677-100%$3.6M———
FWL Investment Management, LLC
N/A—31,650-31,650-100%$3.6M———
Klcm Advisors, Inc.
N/A—31,283-31,283-100%$3.5M———
Kinloch Capital, LLC
N/A—30,994-30,994-100%$3.5M———
Ironwood Investment Counsel, LLC
N/A—30,953-30,953-100%$3.5M———
Disciplined Investments, LLC
N/A—30,914-30,914-100%$3.5M———
Keebeck Wealth Management
N/A—30,702-30,702-100%$3.5M———
Pallas Capital Advisors LLC
N/A—30,444-30,444-100%$3.4M———
Hilltop Partners LLC
N/A—30,401-30,401-100%$3.4M———
Main Street Financial Solutions, LLC
N/A—30,337-30,337-100%$3.4M———
Transcend Capital Advisors, LLC
N/A—30,144-30,144-100%$3.4M———
Resurgent Financial Advisors LLC
N/A—30,039-30,039-100%$3.4M———
Trivant Custom Portfolio Group, LLC
N/A—29,997-29,997-100%$3.4M———
Highview Capital Management LLC
N/A—29,758-29,758-100%$3.4M———
McMillan Office, Inc.
N/A—29,653-29,653-100%$3.4M———
CCG Wealth Management, LLC
N/A—29,548-29,548-100%$3.3M———
Altshuler Shaham Ltd
N/A—29,354-29,354-100%$3.3M———
Evernest Financial Advisors, LLC
N/A—29,279-29,279-100%$3.3M———
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
N/A—29,143-29,143-100%$3.3M———
Fairfield, Bush & Co.
N/A—29,083-29,083-100%$3.3M———
LOS Angeles Capital Management LLC
N/A—29,006-29,006-100%$3.3M———
Game Creek Capital, LP
N/A—28,725-28,725-100%$3.3M———
Stamos Capital Partners, L.P.
N/A—28,647-28,647-100%$3.2M———
AXQ Capital, LP
N/A—28,488-28,488-100%$3.2M———
Whalerock Point Partners, LLC
N/A—28,383-28,383-100%$3.2M———
Van Hulzen Asset Management, LLC
N/A—28,281-28,281-100%$3.2M———
Founders Financial Alliance, LLC
N/A—28,278-28,278-100%$3.2M———
Financial Engines Advisors L.L.C.
N/A—28,191-28,191-100%$3.2M———
MRP Capital Investments, LLC
N/A—27,992-27,992-100%$3.2M———
Sandro Wealth Management LLC
N/A—27,940-27,940-100%$3.2M———
Sompo Asset Management Co., Ltd.
N/A—27,720-27,720-100%$3.1M———
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A—27,549-27,549-100%$3.1M———
E Fund Management (Hong Kong) Co., Ltd.
N/A—27,290-27,290-100%$3.1M———
First Dallas Securities Inc.
N/A—27,254-27,254-100%$3.1M———
Fort Point Capital Partners LLC
N/A—26,836-26,836-100%$3.2M———
Everpar Advisors LLC
N/A—26,765-26,765-100%$3.0M———
South Dakota Investment Council
N/A—26,756-26,756-100%$3.0M———
Tradition Wealth Management, LLC
N/A—26,591-26,591-100%$3.0M———
CVA Family Office, LLC
N/A—26,526-26,526-100%$3.0M———
Monetary Management Group Inc
N/A—26,483-26,483-100%$3.0M———
PCM Encore, LLC
N/A—26,388-26,388-100%$3.0M———
Bank of the Bluegrass & Trust Co.
N/A—25,803-25,803-100%$2.7M———
Southeast Asset Advisors, LLC
N/A—25,802-25,802-100%$2.9M———
Strait & Sound Wealth Management LLC
N/A—25,272-25,272-100%$2.9M———
L2 Asset Management, LLC
N/A—25,198-25,198-100%$2.9M———
LRI Investments, LLC
N/A—25,153-25,153-100%$2.8M———
Patron Partners, LLC
N/A—25,089-25,089-100%$2.8M———
Sphera Management Technology Funds Ltd
N/A—25,000-25,000-100%$2.8M———
Summit Wealth Partners, LLC
N/A—24,913-24,913-100%$2.8M———
Unifi Asset Management LP
N/A—24,911-24,911-100%$2.8M———
Havemeyer Place LP
N/A—24,669-24,669-100%$2.8M———
Bernard Wealth Management Corp.
N/A—24,603-24,603-100%$2.8M———
Quotient Wealth Partners, LLC
N/A—24,532-24,532-100%$2.8M———
CoreFirst Bank & Trust
N/A—24,419-24,419-100%$2.8M———
Calton & Associates, Inc.
N/A—24,377-24,377-100%$2.8M———
Elgethun Capital Management
N/A—24,330-24,330-100%$2.8M———
Duncan Williams Asset Management, LLC
N/A—24,296-24,296-100%$2.8M———
Aspire Growth Partners LLC
N/A—24,272-24,272-100%$2.7M———
Clough Capital Partners L P
N/A—24,151-24,151-100%$2.7M———
Blue Chip Partners, LLC
N/A—24,057-24,057-100%$2.7M———
Boxwood Ventures, Inc.
N/A—23,991-23,991-100%$2.7M———
44 Wealth Management LLC
N/A—23,916-23,916-100%$2.7M———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—23,838-23,838-100%$2.7M———
Benson Wealth Management Inc
N/A—23,777-23,777-100%$2.7M———
Disciplined Investors, L.L.C.
N/A—23,743-23,743-100%$2.7M———
Palisade Capital Management, LP
N/A—23,663-23,663-100%$2.7M———
Kiley Juergens Wealth Management, LLC
N/A—23,567-23,567-100%$2.7M———
Banco de Sabadell, S.a
N/A—23,487-23,487-100%$2.7M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—23,445-23,445-100%$2.7M———
Intesa Sanpaolo S.p.A.
N/A—23,426-23,426-100%$2.7M———
Samjo Management, LLC
N/A—23,385-23,385-100%$2.6M———
Integrated Investment Consultants, LLC
N/A—23,357-23,357-100%$2.6M———
OneAscent Financial Services LLC
N/A—23,350-23,350-100%$2.6M———
MJP Associates Inc
N/A—23,202-23,202-100%$2.6M———
Bull Harbor Capital LLC
N/A—23,177-23,177-100%$2.6M———
Dockside LLC
N/A—23,102-23,102-100%$2.6M———
SWP Investment Management LLC
N/A—22,850-22,850-100%$2.6M———
SBI Okasan Asset Management Co.Ltd.
N/A—22,751-22,751-100%$2.6M———
Trustco Bank Corp N Y
N/A—22,748-22,748-100%$2.6M———
Davis R M Inc
N/A—22,609-22,609-100%$2.6M———
Royal Capital Wealth Management, LLC
N/A—22,545-22,545-100%$2.6M———
Vickerman Investment Advisors, Inc.
N/A—22,541-22,541-100%$2.6M———
Guardian Capital LP
N/A—22,488-22,488-100%$2.5M———
Ruggiero Investments, Inc.
N/A—22,426-22,426-100%$2.5M———
Prosperity Bancshares Inc
N/A—22,107-22,107-100%$2.5M———
Mcguire Capital Advisors Inc
N/A—22,050-22,050-100%$2.5M———
Private Harbour Investment Management & Counsel, LLC
N/A—22,034-22,034-100%$2.5M———
First Commonwealth Financial Corp
N/A—22,033-22,033-100%$2.5M———
Harvey Capital Management Inc
N/A—21,888-21,888-100%$2.5M———
Wellspring Financial Advisors, LLC
N/A—21,855-21,855-100%$2.5M———
X-Square Capital, LLC
N/A—21,632-21,632-100%$2.5M———
Lavaca Capital LLC
N/A—21,525-21,525-100%$2.4M———
Compass Capital Corp
N/A—21,454-21,454-100%$2.4M———
Cornerstone Select Advisors, LLC
N/A—21,447-21,447-100%$2.4M———
IFC Advisors LLC
N/A—21,364-21,364-100%$2.4M———
Gateway Wealth Partners, LLC
N/A—21,229-21,229-100%$2.4M———
Intellectus Partners, LLC
N/A—21,175-21,175-100%$2.4M———
Ethos Financial Group, LLC
N/A—21,167-21,167-100%$2.4M———
Cambient Family Office, LLC
N/A—21,159-21,159-100%$2.4M———
Farmers National Bank
N/A—21,157-21,157-100%$2.4M———
Rothschild Capital Partners, LLC
N/A—21,110-21,110-100%$2.4M———
First Western Trust Bank
N/A—20,999-20,999-100%$2.4M———
Hartford Funds Management Co LLC
N/A—20,866-20,866-100%$2.4M———
Redwood Investment Management, LLC
N/A—20,826-20,826-100%$2.4M———
Perennial Investment Advisors, LLC
N/A—20,689-20,689-100%$2.3M———
Meadowbrook Advisors Group, LLC
N/A—20,666-20,666-100%$2.3M———
AustralianSuper Pty Ltd
N/A—20,637-20,637-100%$2.3M———
GWN Securities Inc.
N/A—20,623-20,623-100%$2.3M———
R.m.sincerbeaux Capital Management LLC
N/A—20,500-20,500-100%$2.3M———
Boston Family Office LLC
N/A—20,422-20,422-100%$2.3M———
Fox Hill Wealth Management
N/A—20,245-20,245-100%$2.3M———
Cercano Management LLC
N/A—20,219-20,219-100%$2.3M———
Intrepid Capital Management Inc
N/A—20,186-20,186-100%$2.3M———
Quantbot Technologies LP
N/A—19,878-19,878-100%$2.3M———
Nomura Asset Management International Inc.
N/A—19,805-19,805-100%$2.2M———
Wealthspire Retirement, LLC
N/A—19,789-19,789-100%$2.2M———
Slagle Financial, LLC
N/A—19,788-19,788-100%$2.2M———
Hollencrest Capital Management
N/A—19,671-19,671-100%$2.2M———
Resolute Wealth Strategies, LLC
N/A—19,567-19,567-100%$2.2M———
Oxbow Advisors, LLC
N/A—19,539-19,539-100%$2.2M———
Lombard Odier Asset Management (Europe) Ltd
N/A—19,476-19,476-100%$2.2M———
Lifeworks Advisors, LLC
N/A—19,059-19,059-100%$2.2M———
Bank OZK
N/A—18,990-18,990-100%$2.2M———
Painted Porch Advisors LLC
N/A—18,965-18,965-100%$2.1M———
T. Rowe Price Investment Management, Inc.
N/A—18,928-18,928-100%$2.1M———
Empirical Asset Management, LLC
N/A—18,924-18,924-100%$2.1M———
Sivia Capital Partners, LLC
N/A—18,918-18,918-100%$2.1M———
Wealth Alliance, LLC
N/A—18,816-18,816-100%$2.1M———
TD Capital Management LLC
N/A—18,656-18,656-100%$2.1M———
BOK Financial Private Wealth, Inc.
N/A—18,511-18,511-100%$2.1M———
Gilbert & Cook, Inc.
N/A—18,491-18,491-100%$2.1M———
Defiance ETFs, LLC
N/A—18,475-18,475-100%$2.0M———
GeoWealth Management, LLC
N/A—18,428-18,428-100%$2.1M———
Strategic Financial Concepts, LLC
N/A—18,367-18,367-100%$2.1M———
Jackson, Grant Investment Advisers, Inc.
N/A—18,329-18,329-100%$2.1M———
Cape COD Five Cents Savings Bank
N/A—18,317-18,317-100%$2.1M———
North Dallas Bank & Trust Co
N/A—18,305-18,305-100%$2.1M———
Diamant Asset Management, Inc.
N/A—18,180-18,180-100%$2.1M———
Sirios Capital Management L P
N/A—17,990-17,990-100%$2.0M———
Accent Capital Management, LLC
N/A—17,938-17,938-100%$2.0M———
Peak Planning Group, LLC
N/A—17,928-17,928-100%$2.0M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—17,882-17,882-100%$2.0M———
Keating Financial Advisory Services, Inc.
N/A—17,843-17,843-100%$2.0M———
Rexford Capital Inc
N/A—17,834-17,834-100%$2.0M———
Capstone Financial Advisors, Inc.
N/A—17,435-17,435-100%$2.0M———
Brown Financial Advisors
N/A—17,383-17,383-100%$2.0M———
Wealthspan Partners, LLC
N/A—17,347-17,347-100%$2.0M———
SOA Wealth Advisors, Llc.
N/A—17,285-17,285-100%$1.3M———
Red Wave Investments LLC
N/A—17,227-17,227-100%$2.0M———
HHM Wealth Advisors, LLC
N/A—17,218-17,218-100%$2.0M———
Spreng Capital Management, Inc.
N/A—17,199-17,199-100%$1.9M———
Phillips Wealth Planners LLC
N/A—17,019-17,019-100%$1.9M———
Somerset Group LLC
N/A—17,008-17,008-100%$1.9M———
TRB Wealth Management, LLC
N/A—16,882-16,882-100%$1.9M———
Atlanta Consulting Group Advisors, LLC
N/A—16,871-16,871-100%$1.9M———
Aventura Private Wealth, LLC
N/A—16,815-16,815-100%$1.9M———
Fukoku Mutual Life Insurance Co
N/A—16,715-16,715-100%$1.9M———
Baldwin Investment Management, LLC
N/A—16,621-16,621-100%$1.9M———
MWA Asset Management
N/A—16,446-16,446-100%$1.9M———
Hills Bank & Trust Co
N/A—16,346-16,346-100%$1.9M———
Dynamic Technology Lab Private Ltd
N/A—16,325-16,325-100%$1.8M———
Westpac Banking Corp
N/A—16,289-16,289-100%$1.8M———
Crews Bank & Trust
N/A—16,217-16,217-100%$1.8M———
LOM Asset Management Ltd
N/A—16,194-16,194-100%$1.8M———
Element Wealth, LLC
N/A—16,176-16,176-100%$1.8M———
Bank of Nova Scotia Trust Co
N/A—16,063-16,063-100%$1.8M———
North Star Asset Management Inc
N/A—15,926-15,926-100%$1.8M———
PIN OAK Investment Advisors Inc
N/A—15,839-15,839-100%$1.8M———
Mairs & Power Inc
N/A—15,800-15,800-100%$1.8M———
Pgim Custom Harvest LLC
N/A—15,774-15,774-100%$1.8M———
Winning Points Advisors, LLC
N/A—15,762-15,762-100%$1.8M———
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A—15,702-15,702-100%$1.8M———
Wilson & Boucher Capital Management, LLC
N/A—15,690-15,690-100%$1.8M———
Abbot Financial Management, Inc.
N/A—15,641-15,641-100%$1.8M———
Samara Investment Management, LLC
N/A—15,607-15,607-100%$1.8M———
Clare Market Investments LLC
N/A—15,336-15,336-100%$1.7M———
Bluebird Wealth Management LLC
N/A—15,330-15,330-100%$1.7M———
NorthCoast Asset Management LLC
N/A—15,276-15,276-100%$1.7M———
GTS Securities LLC
N/A—15,232-15,232-100%$1.7M———
Fortress Private Ledger, LLC
N/A—15,205-15,205-100%$1.7M———
Family Manage LLC
N/A—15,144-15,144-100%$1.7M———
Acorns Advisers, LLC
N/A—15,128-15,128-100%$1.7M———
Range Advisory, LLC
N/A—15,054-15,054-100%$1.7M———
Inspire Advisors, LLC
N/A—15,005-15,005-100%$1.7M———
CIM Investment Management Inc
N/A—14,976-14,976-100%$1.7M———
Alta Wealth Advisors LLC
N/A—14,812-14,812-100%$1.7M———
Wiser Advisor Group LLC
N/A—14,732-14,732-100%$1.7M———
Ark Wealth Advisors LLC
N/A—14,729-14,729-100%$1.7M———
Steadtrust LLC
N/A—14,719-14,719-100%$1.7M———
Aristotle Atlantic Partners, LLC
N/A—14,715-14,715-100%$1.7M———
Invst, LLC
N/A—14,690-14,690-100%$1.7M———
Wimmer Associates 1, LLC
N/A—14,563-14,563-100%$1.6M———
Arkos Global Advisors
N/A—14,558-14,558-100%$1.6M———
Z3 Capital Partners, LLC
N/A—14,522-14,522-100%$1.6M———
Bayesian Capital Management, LP
N/A—14,380-14,380-100%$1.6M———
Ellenbecker Investment Group
N/A—14,319-14,319-100%$1.6M———
South Plains Financial, Inc.
N/A—14,311-14,311-100%$1.6M———
Virtus Investment Advisers, LLC
N/A—14,127-14,127-100%$1.6M———
Planning Project LLC
N/A—14,114-14,114-100%$1.5M———
LaSalle St. Investment Advisors, LLC
N/A—14,096-14,096-100%$1.6M———
CIM, LLC
N/A—14,066-14,066-100%$1.6M———
Drake & Associates, LLC
N/A—13,978-13,978-100%$1.6M———
Lcnb Corp
N/A—13,898-13,898-100%$1.6M———
Godshalk Welsh Capital Management, Inc.
N/A—13,835-13,835-100%$1.6M———
Generation Capital Management LLC
N/A—13,804-13,804-100%$1.6M———
Strategic Investment Advisors / MI
N/A—13,792-13,792-100%$1.6M———
Stonebridge Financial Group, LLC / MO
N/A—13,705-13,705-100%$1.6M———
Secured Retirement Advisors, LLC
N/A—13,480-13,480-100%$1.5M———
Corsicana & Co.
N/A—13,454-13,454-100%$1.5M———
Cary Street Partners Investment Advisory LLC
N/A—13,442-13,442-100%$1.5M———
Capital Group Investment Management Pte. Ltd.
N/A—13,402-13,402-100%$1.5M———
O'rourke & Company, Inc
N/A—13,349-13,349-100%$1.5M———
Brookwood Investment Group LLC
N/A—13,312-13,312-100%$1.5M———
Fort Sheridan Advisors LLC
N/A—13,275-13,275-100%$1.5M———
Pinnacle Holdings, LLC
N/A—13,218-13,218-100%$1.5M———
Asset Management Group, Inc.
N/A—13,216-13,216-100%$1.5M———
Pacific Point Advisors, LLC
N/A—13,211-13,211-100%$1.5M———
SPX Gestao de Recursos Ltda
N/A—13,205-13,205-100%$1.5M———
Rothschild Wealth LLC
N/A—13,141-13,141-100%$1.5M———
Townsquare Capital LLC
N/A—12,913-12,913-100%$1.5M———
Fuller & Thaler Asset Management, Inc.
N/A—12,912-12,912-100%$1.5M———
Basecamp Wealth Advisors LLC
N/A—12,747-12,747-100%$1.4M———
Flatrock Wealth Partners LLC
N/A—12,738-12,738-100%$1.4M———
Aster Capital Management (Difc) Ltd
N/A—12,716-12,716-100%$1.4M———
Cofg Advisors, LLC
N/A—12,654-12,654-100%$1.4M———
Per Stirling Capital Management, Llc.
N/A—12,610-12,610-100%$1.4M———
Impax Asset Management Group plc
N/A—12,585-12,585-100%$1.4M———
GSA Capital Partners LLP
N/A—12,503-12,503-100%$1.4M———
Atlas Legacy Advisors, LLC
N/A—12,496-12,496-100%$1.4M———
Old North State Trust, LLC
N/A—12,451-12,451-100%$1.4M———
Graybill Wealth Management, Ltd.
N/A—12,420-12,420-100%$1.4M———
Summitry LLC
N/A—12,415-12,415-100%$1.4M———
Bay Rivers Group
N/A—12,381-12,381-100%$1.4M———
Granite Harbor Advisors, Inc.
N/A—12,268-12,268-100%$1.4M———
Capital & Planning, LLC
N/A—12,260-12,260-100%$1.4M———
Prelude Capital Management, LLC
N/A—12,254-12,254-100%$1.4M———
Ponta Wealth Partners, LLC
N/A—12,239-12,239-100%$1.4M———
Oxford Financial Group, Ltd. LLC
N/A—12,238-12,238-100%$1.4M———
Cladis Investment Advisory, LLC
N/A—12,211-12,211-100%$1.4M———
Leigh Baldwin & Co., LLC
N/A—12,183-12,183-100%$1.4M———
Rather & Kittrell, Inc.
N/A—12,137-12,137-100%$1.4M———
Cyber Hornet ETFs LLC
N/A—11,934-11,934-100%$1.4M———
American Trust
N/A—11,863-11,863-100%$1.3M———
Strategic Investment Solutions, Inc.
N/A—11,852-11,852-100%$1.3M———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—11,674-11,674-100%$1.3M———
Carr Financial Group Corp
N/A—11,661-11,661-100%$1.3M———
Jupiter Wealth Management LLC
N/A—11,632-11,632-100%$1.3M———
Modus Advisors, LLC
N/A—11,627-11,627-100%$1.3M———
Sagewood Asset Management LP
N/A—11,500-11,500-100%$1.3M———
UP Strategic Wealth Investment Advisors LLC
N/A—11,492-11,492-100%$1.3M———
Kidder Stephen W
N/A—11,440-11,440-100%$1.3M———
SHP Wealth Management
N/A—11,418-11,418-100%$1.3M———
Jackson Thornton Wealth Management, LLC
N/A—11,400-11,400-100%$1.3M———
Mayflower Financial Advisors, LLC
N/A—11,366-11,366-100%$1.3M———
Okabena Investment Services Inc
N/A—11,342-11,342-100%$1.3M———
Tailwinds Wealth, LLC
N/A—11,290-11,290-100%$1.3M———
Aspen Wealth Strategies, LLC
N/A—11,288-11,288-100%$1.3M———
5T Wealth, LLC
N/A—11,286-11,286-100%$1.3M———
BSW Wealth Partners
N/A—11,263-11,263-100%$1.3M———
Marex Group Ltd
N/A—11,258-11,258-100%$1.3M———
Tobias Financial Advisors, Inc.
N/A—11,245-11,245-100%$1.3M———
Tiaa Trust, National Association
N/A—11,238-11,238-100%$1.3M———
New Republic Capital, LLC
N/A—11,173-11,173-100%$1.3M———
Harbour Wealth Management Group, Inc.
N/A—11,156-11,156-100%$1.3M———
Kera Capital Partners, Inc.
N/A—11,123-11,123-100%$1.3M———
Vega Investment Solutions
N/A—11,059-11,059-100%$1.3M———
Shufro Rose & Co LLC
N/A—11,007-11,007-100%$1.2M———
Broderick Brian C
N/A—10,835-10,835-100%$1.2M———
Elevation Advisory Partners LLC
N/A—10,821-10,821-100%$1.2M———
OneAscent Family Office, LLC
N/A—10,781-10,781-100%$1.2M———
Wealthquest Corp
N/A—10,776-10,776-100%$1.2M———
KMT Wealth Management, LLC
N/A—10,736-10,736-100%$1.2M———
Vantus Wealth LLC
N/A—10,724-10,724-100%$1.2M———
EWA, LLC
N/A—10,676-10,676-100%$1.2M———
WNY Asset Management, LLC
N/A—10,646-10,646-100%$1.2M———
Seeds Investor LLC
N/A—10,643-10,643-100%$1.2M———
Hobbs Group Advisors, LLC
N/A—10,580-10,580-100%$1.2M———
Stoneridge Investment Partners LLC
N/A—10,577-10,577-100%$1.2K———
Maridea Wealth Management LLC
N/A—10,568-10,568-100%$1.2M———
Maripau Wealth Management LLC
N/A—10,523-10,523-100%$1.2M———
Wrapmanager Inc
N/A—10,513-10,513-100%$1.2M———
Legacy Financial Group LLC
N/A—10,507-10,507-100%$1.2M———
Advance Capital Management, Inc.
N/A—10,387-10,387-100%$1.2M———
Garden State Investment Advisory Services LLC
N/A—10,387-10,387-100%$1.2M———
Permanent Capital Management, LP
N/A—10,383-10,383-100%$1.2M———
M1 Capital Management LLC
N/A—10,322-10,322-100%$1.2M———
Wealth Management Associates, Inc.
N/A—10,321-10,321-100%$1.2M———
Pennington Partners & Co., LLC
N/A—10,241-10,241-100%$1.2M———
Capital Counsel LLC
N/A—10,207-10,207-100%$1.2M———
Tiemann Investment Advisors, LLC
N/A—10,178-10,178-100%$1.2M———
One Charles Private Wealth Services, LLC
N/A—10,178-10,178-100%$1.2M———
Ashford Capital Management Inc
N/A—10,133-10,133-100%$1.1M———
Gallagher Fiduciary Advisors, LLC
N/A—10,099-10,099-100%$1.1M———
Prostatis Group LLC
N/A—10,088-10,088-100%$1.1M———
Stonehage Fleming Financial Services Holdings Ltd
N/A—10,009-10,009-100%$1.1M———
Dkrt Investments Corp.
N/A—10,000-10,000-100%$1.1M———
KKM Financial LLC
N/A—9,962-9,962-100%$1.1M———
Granite Bay Wealth Management, LLC
N/A—9,906-9,906-100%$1.1M———
PeakShares LLC
N/A—9,812-9,812-100%$1.1M———
Twin Tree Management, LP
N/A—9,750-9,750-100%$1.1M———
Crewe Advisors LLC
N/A—9,724-9,724-100%$1.1M———
Viawealth, LLC
N/A—9,652-9,652-100%$1.1M———
Members Trust Co
N/A—9,613-9,613-100%$1.1M———
Faithward Advisors, LLC
N/A—9,560-9,560-100%$1.1M———
Purpose Unlimited Inc.
N/A—9,549-9,549-100%$1.1M———
Ameriflex Group, Inc.
N/A—9,546-9,546-100%$1.1M———
Anchor Bay Capital, Inc.
N/A—9,520-9,520-100%$1.1M———
Neo Ivy Capital Management
N/A—9,513-9,513-100%$1.1M———
PSI Advisors, LLC
N/A—9,494-9,494-100%$1.1M———
Blalock Williams, LLC
N/A—9,486-9,486-100%$1.1M———
Khazanah Nasional Berhad
N/A—9,464-9,464-100%$1.1M———
Betterment LLC
N/A—9,446-9,446-100%$1.1M———
Eaton Financial Holdings Company, LLC
N/A—9,378-9,378-100%$1.1M———
Investor's Fiduciary Advisor Network, LLC
N/A—9,220-9,220-100%$1.0M———
Mosaic Advisors LLC
N/A—9,210-9,210-100%$1.0M———
Castle Wealth Management LLC
N/A—9,197-9,197-100%$1.0M———
Oxinas Partners, LLC
N/A—9,162-9,162-100%$1.0M———
49 Wealth Management, LLC
N/A—9,116-9,116-100%$1.0M———
Alongside, LLC
N/A—9,116-9,116-100%$1.0M———
one8zero8, LLC
N/A—9,036-9,036-100%$1.0M———
Rogco, LP
N/A—9,007-9,007-100%$1.0M———
Knightsbridge Asset Management, LLC
N/A—9,004-9,004-100%$1.0M———
Sovereign Financial Group, Inc.
N/A—8,995-8,995-100%$1.0M———
Richard W. Paul & Associates, LLC
N/A—8,955-8,955-100%$1.0M———
Wayfinding Financial, LLC
N/A—8,910-8,910-100%$1.0M———
Aberdeen Wealth Management LLC
N/A—8,895-8,895-100%$1.0M———
AssuredPartners Investment Advisors, LLC
N/A—8,854-8,854-100%$1.0M———
Gentry Private Wealth, LLC
N/A—8,848-8,848-100%$1.0M———
Capital Financial Group Inc\co\
N/A—8,806-8,806-100%$997.4K———
Audent Global Asset Management, LLC
N/A—8,758-8,758-100%$991.9K———
Opal Capital LLC
N/A—8,746-8,746-100%$990.6K———
Quantum Portfolio Management LLC
N/A—8,713-8,713-100%$986.8K———
NCM Capital Management, LLC
N/A—8,662-8,662-100%$981.1K———
IKE Capital, LLC
N/A—8,626-8,626-100%$977.0K———
JMN Financial LLC
N/A—8,618-8,618-100%$976.2K———
Truvestments Capital LLC
N/A—8,581-8,581-100%$971.8K———
Financial Advisors Network, Inc.
N/A—8,578-8,578-100%$971.6K———
Storgate, LLC
N/A—8,571-8,571-100%$970.8K———
Garrison Point Advisors, LLC
N/A—8,514-8,514-100%$964.3K———
CarsonAllaria Wealth Management, Ltd.
N/A—8,510-8,510-100%$963.8K———
McGowan Group Asset Management, Inc.
N/A—8,506-8,506-100%$963.4K———
Tudor Financial Inc.
N/A—8,486-8,486-100%$961.2K———
Gardner Russo & Quinn LLC
N/A—8,465-8,465-100%$958.7K———
Moment Partners, LLC
N/A—8,459-8,459-100%$958.0K———
Private Capital Management, LLC
N/A—8,425-8,425-100%$954.2K———
Maxele Advisors, LLC
N/A—8,401-8,401-100%$951.5K———
Sunflower Bank, N.A.
N/A—8,399-8,399-100%$951.3K———
FSB Premier Wealth Management, Inc.
N/A—8,367-8,367-100%$947.6K———
Castlekeep Investment Advisors LLC
N/A—8,327-8,327-100%$943.1K———
Severin Investments, LLC
N/A—8,317-8,317-100%$942.0K———
Chancellor Financial Group WB LP
N/A—8,293-8,293-100%$939.2K———
Klingenstein Fields & Co LP
N/A—8,250-8,250-100%$934.4K———
Round Rock Advisors LLC
N/A—8,229-8,229-100%$932.0K———
Lakeridge Wealth Management LLC
N/A—8,209-8,209-100%$929.8K———
Smart Money Group LLC
N/A—8,205-8,205-100%$929.3K———
Affinity Wealth Management LLC
N/A—8,181-8,181-100%$926.6K———
Private Wealth Advisors, LLC
N/A—8,121-8,121-100%$919.8K———
S Harris Financial Group, LLC
N/A—8,109-8,109-100%$918.5K———
Charter Research & Investment Group, Inc.
N/A—8,062-8,062-100%$913.1K———
Burnham & Co LLC
N/A—7,972-7,972-100%$902.9K———
Caerus Investment Advisors, LLC
N/A—7,965-7,965-100%$902.1K———
Nicholson Meyer Capital Management, Inc.
N/A—7,954-7,954-100%$900.9K———
Drucker Wealth 3.0, LLC
N/A—7,943-7,943-100%$899.6K———
Minot DeBlois Advisors LLC
N/A—7,910-7,910-100%$895.9K———
CacheTech Inc.
N/A—7,895-7,895-100%$894.2K———
Goldstone Financial Group, LLC
N/A—7,863-7,863-100%$890.6K———
Ruggaard & Associates LLC
N/A—7,795-7,795-100%$882.9K———
Ames National Corp
N/A—7,791-7,791-100%$882.4K———
Perissos Private Wealth Management, LLC
N/A—7,756-7,756-100%$878.5K———
BlackDiamond Wealth Management, LLC
N/A—7,722-7,722-100%$870.0K———
Coign Capital Advisors LLC
N/A—7,713-7,713-100%$873.6K———
Everstar Asset Management, LLC
N/A—7,683-7,683-100%$870.1K———
Atom Investors LP
N/A—7,651-7,651-100%$866.6K———
Medallion Wealth Advisors, LLC
N/A—7,602-7,602-100%$861.2K———
Baron Silver Stevens Financial Advisors, LLC
N/A—7,602-7,602-100%$861.0K———
S&CO Inc
N/A—7,512-7,512-100%$850.0K———
TCM Advisors, LLC
N/A—7,500-7,500-100%$849.5K———
Stonebridge Capital Management Inc
N/A—7,500-7,500-100%$849.5K———
Vanguard National Trust Co
N/A—7,498-7,498-100%$849.2K———
Renaissance Group LLC
N/A—7,463-7,463-100%$845.3K———
WealthTrust Axiom LLC
N/A—7,450-7,450-100%$843.8K———
Stonebridge Financial Group, LLC
N/A—7,419-7,419-100%$840.0K———
Palumbo Wealth Management LLC
N/A—7,407-7,407-100%$838.9K———
Proffitt & Goodson Inc
N/A—7,388-7,388-100%$836.8K———
Richmond Brothers, Inc.
N/A—7,368-7,368-100%$834.5K———
Knollwood Investment Advisory, LLC
N/A—7,315-7,315-100%$828.5K———
Alpine Woods Capital Investors, LLC
N/A—7,311-7,311-100%$828.1K———
Dover Advisors, LLC
N/A—7,300-7,300-100%$813.3K———
Thompson David Blair
N/A—7,259-7,259-100%$822.2K———
Pinnacle Family Advisors, LLC
N/A—7,235-7,235-100%$819.5K———
Puzo Michael J
N/A—7,200-7,200-100%$815.5K———
Kelly Lawrence W & Associates Inc
N/A—7,200-7,200-100%$815.5K———
Jacobs Equity LLC
N/A—7,194-7,194-100%$814.8K———
Ninepoint Partners LP
N/A—7,181-7,181-100%$813.3K———
Engineers Gate Manager LP
N/A—7,173-7,173-100%$812.4K———
Manhattan West Asset Management, LLC
N/A—7,162-7,162-100%$811.3K———
Orographic Financial Advisors, LLC
N/A—7,086-7,086-100%$822———
Future Fund LLC
N/A—7,072-7,072-100%$801.0K———
Blueshift Asset Management, LLC
N/A—6,997-6,997-100%$792.5K———
Lbmc Investment Advisors, LLC
N/A—6,986-6,986-100%$791.2K———
Liberty Wealth Management LLC
N/A—6,945-6,945-100%$863.2K———
Safeguard Investment Advisory Group, LLC
N/A—6,924-6,924-100%$784.1K———
Zevin Asset Management LLC
N/A—6,916-6,916-100%$783.3K———
Frisch Financial Group, Inc.
N/A—6,915-6,915-100%$783.2K———
Ballast Advisors LLC
N/A—6,915-6,915-100%$783.2K———
Madison Wealth Partners, Inc
N/A—6,912-6,912-100%$782.8K———
Clifford Group, LLC
N/A—6,910-6,910-100%$782.6K———
Petra Financial Advisors Inc
N/A—6,896-6,896-100%$781.0K———
Game Plan Financial Advisors, LLC
N/A—6,875-6,875-100%$778.7K———
Sharp Wealth Advisory, LLC
N/A—6,834-6,834-100%$774.0K———
Avalon Trust Co
N/A—6,793-6,793-100%$769.4K———
Strategic Financial Services, Inc.
N/A—6,728-6,728-100%$762.0K———
Second Half Financial Partners, LLC
N/A—6,623-6,623-100%$750.1K———
DRW Securities, LLC
N/A—6,592-6,592-100%$746.6K———
US Asset Management LLC
N/A—6,568-6,568-100%$743.9K———
United Bank
N/A—6,560-6,560-100%$743.0K———
Widmann Financial Services, Inc.
N/A—6,534-6,534-100%$740.0K———
Houlihan Financial Resource Group, Ltd.
N/A—6,515-6,515-100%$737.9K———
Inceptionr LLC
N/A—6,511-6,511-100%$737.4K———
Sonoma Allocations LLC
N/A—6,499-6,499-100%$702.9K———
Parvin Asset Management, LLC
N/A—6,481-6,481-100%$734.0K———
Cascades Capital Asset Management, LLC
N/A—6,462-6,462-100%$731.9K———
Fiduciary Financial Advisors
N/A—6,384-6,384-100%$722.2K———
Investment Advisory Group, LLC
N/A—6,371-6,371-100%$721.6K———
Circle Wealth Management, LLC
N/A—6,355-6,355-100%$719.8K———
Fieldview Capital Management, LLC
N/A—6,345-6,345-100%$718.6K———
Berry Wealth Group, LP
N/A—6,311-6,311-100%$714.7K———
All Terrain Financial Advisors, LLC
N/A—6,308-6,308-100%$714.5K———
Parkwoods Wealth Partners, LLC
N/A—6,256-6,256-100%$708.5K———
Planning Center, Inc.
N/A—6,251-6,251-100%$708.0K———
Bramshill Investments, LLC
N/A—6,250-6,250-100%$707.9K———
Tevis Investment Management
N/A—6,240-6,240-100%$706.7K———
Napier Financial, LLC
N/A—6,232-6,232-100%$705.8K———
Fourth Dimension Wealth, LLC
N/A—6,213-6,213-100%$703.7K———
Topsail Wealth Management, LLC
N/A—6,207-6,207-100%$703.0K———
Sittner & Nelson, LLC
N/A—6,176-6,176-100%$699.5K———
Twin Peaks Wealth Advisors, LLC
N/A—6,170-6,170-100%$698.8K———
Quattro Advisors LLC
N/A—6,166-6,166-100%$698.4K———
Rollins Financial Advisors, LLC
N/A—6,158-6,158-100%$697.5K———
Retirement Planning Group, LLC / NY
N/A—6,108-6,108-100%$691.8K———
Howe & Rusling Inc
N/A—6,062-6,062-100%$686.6K———
Oxford Wealth Group, LLC
N/A—6,055-6,055-100%$685.8K———
Ogorek Anthony Joseph
N/A—6,030-6,030-100%$683.0K———
Lionhunter Capital Management, LLC
N/A—6,000-6,000-100%$679.6K———
Eight 31 Financial, LLC
N/A—6,000-6,000-100%$679.6K———
M3 Advisory Group, LLC
N/A—5,990-5,990-100%$678.4K———
Novak & Powell Financial Services, Inc.
N/A—5,953-5,953-100%$674.2K———
Berkeley Capital Partners, LLC
N/A—5,923-5,923-100%$670.8K———
Brogan Financial, Inc.
N/A—5,920-5,920-100%$670.5K———
Planning Directions Inc
N/A—5,917-5,917-100%$670.2K———
Core Wealth Advisors, Inc.
N/A—5,916-5,916-100%$670.1K———
Capital Investment Management, Inc.
N/A—5,897-5,897-100%$667.8K———
Morris Financial Concepts, Inc.
N/A—5,874-5,874-100%$665.3K———
National Philanthropic Trust
N/A—5,857-5,857-100%$663.4K———
Transamerica Financial Advisors, LLC
N/A—5,851-5,851-100%$662.8K———
Orleans Capital Management Corp
N/A—5,832-5,832-100%$660.5K———
MOR Wealth Management, LLC
N/A—5,827-5,827-100%$660.0K———
Wick Capital Partners, LLC
N/A—5,822-5,822-100%$659.4K———
Capital Markets Trading UK LLP
N/A—5,767-5,767-100%$653.0K———
Legend Capital Advisors LLC
N/A—5,751-5,751-100%$651.4K———
Athena Investment Management
N/A—5,718-5,718-100%$647.6K———
Everest Private Wealth
N/A—5,715-5,715-100%$647.3K———
Crux Wealth Advisors
N/A—5,714-5,714-100%$647.2K———
LeClair Wealth Partners LLC
N/A—5,654-5,654-100%$640.4K———
Golden Road Advisors LLC
N/A—5,610-5,610-100%$635.4K———
Stevens Capital Management LP
N/A—5,588-5,588-100%$633.0K———
Qsemble Capital Management, LP
N/A—5,567-5,567-100%$630.5K———
Consilio Wealth Advisors, LLC
N/A—5,566-5,566-100%$630.4K———
Caxton Associates LLP
N/A—5,552-5,552-100%$628.8K———
Yukon Wealth Management, Inc.
N/A—5,522-5,522-100%$625.6K———
DF Dent & Co Inc
N/A—5,512-5,512-100%$624.3K———
Saiph Capital, LLC
N/A—5,511-5,511-100%$624.2K———
Alpine Global Management, LLC
N/A—5,506-5,506-100%$623.6K———
Basepoint Wealth LLC
N/A—5,470-5,470-100%$619.5K———
Algert Global LLC
N/A—5,444-5,444-100%$616.6K———
Wood Tarver Financial Group, LLC
N/A—5,441-5,441-100%$616.0K———
Core Capital Management & Research, inc.
N/A—5,438-5,438-100%$579.2K———
Massachusetts Financial Services Co
N/A—5,415-5,415-100%$613.3K———
Penserra Capital Management LLC
N/A—5,407-5,407-100%$544.1K———
GQG Partners LLC
N/A—5,394-5,394-100%$610.9K———
Legacy Wealth Advisors, LLC
N/A—5,381-5,381-100%$609.5K———
Clarendon Private LLC
N/A—5,380-5,380-100%$609.3K———
Vantage Point Financial LLC
N/A—5,379-5,379-100%$609.3K———
Dougherty & Associates, LLC
N/A—5,371-5,371-100%$608.4K———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—5,362-5,362-100%$607.3K———
Intrepid Financial Planning Group LLC
N/A—5,320-5,320-100%$602.5K———
Sequent Planning LLC
N/A—5,290-5,290-100%$599.2K———
J Hagan Capital, Inc.
N/A—5,280-5,280-100%$598.0K———
Pacific SUN Financial Corp
N/A—5,241-5,241-100%$593.6K———
VeraBank, N.A.
N/A—5,232-5,232-100%$592.6K———
One Wealth Advisors, LLC
N/A—5,208-5,208-100%$589.8K———
Vines Capital Management, LLC
N/A—5,204-5,204-100%$589.4K———
VestGen Investment Management
N/A—5,194-5,194-100%$588.3K———
Innovative Asset Advisors Group, LLC
N/A—5,166-5,166-100%$585.1K———
Birchcreek Wealth Management, LLC
N/A—5,163-5,163-100%$584.8K———
nVerses Capital, LLC
N/A—5,116-5,116-100%$579.4K———
Driehaus Capital Management LLC
N/A—5,114-5,114-100%$579.2K———
LMR Partners LLP
N/A—5,097-5,097-100%$577.3K———
Integrity Financial Corp
N/A—5,074-5,074-100%$574.7K———
Fora Capital, LLC
N/A—5,068-5,068-100%$573.8K———
Chesapeake Asset Management LLC
N/A—5,060-5,060-100%$557.6K———
Palogic Value Management, L.P.
N/A—5,000-5,000-100%$566.0K———
Caption Management, LLC
N/A—5,000-5,000-100%$566.3K———
Index Technologies Group LLC
N/A—4,988-4,988-100%$564.9K———
Campion Asset Management
N/A—4,967-4,967-100%$562.6K———
Mason & Associates Inc
N/A—4,933-4,933-100%$558.7K———
Sun Financial Inc
N/A—4,921-4,921-100%$554.4K———
Schrum Private Wealth Management LLC
N/A—4,889-4,889-100%$382.4K———
RNC Capital Management LLC
N/A—4,818-4,818-100%$545.7K———
Curio Wealth, LLC
N/A—4,813-4,813-100%$545.1K———
Aspen Grove Capital, LLC
N/A—4,793-4,793-100%$542.9K———
WPWealth LLP
N/A—4,780-4,780-100%$541.4K———
Calydon Capital
N/A—4,778-4,778-100%$541.1K———
Yarger Wealth Strategies, LLC
N/A—4,702-4,702-100%$535.6K———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—4,692-4,692-100%$531.4K———
Atlas Wealth LLC
N/A—4,689-4,689-100%$531.1K———
Ascension Capital Advisors, Inc.
N/A—4,682-4,682-100%$530.3K———
Crabel Capital Management, LLC
N/A—4,680-4,680-100%$530.1K———
Fi3 Financial Advisors, LLC
N/A—4,677-4,677-100%$1.6M———
Peak Asset Management, LLC
N/A—4,677-4,677-100%$529.7K———
Claris Advisors, LLC / MO /
N/A—4,668-4,668-100%$528.7K———
VSM Wealth Advisory, LLC
N/A—4,656-4,656-100%$527.4K———
Wealthedge Investment Advisors, LLC
N/A—4,619-4,619-100%$523.2K———
Lansing Street Advisors
N/A—4,618-4,618-100%$523.0K———
TRU Independence Asset Management 2, LLC
N/A—4,581-4,581-100%$518.8K———
Arbor Trust Wealth Advisors, LLC
N/A—4,577-4,577-100%$518.4K———
Liberty Square Wealth Partners LLC
N/A—4,560-4,560-100%$516.5K———
Elm Partners Management LLC
N/A—4,544-4,544-100%$514.7K———
Pursuit Wealth Strategies, LLC
N/A—4,543-4,543-100%$514.6K———
Ducere Wealth Management LLC
N/A—4,536-4,536-100%$513.8K———
Bouchey Financial Group, Ltd.
N/A—4,531-4,531-100%$513.2K———
Huber Capital Management LLC
N/A—4,500-4,500-100%$509.7K———
Dock Street Asset Management Inc
N/A—4,500-4,500-100%$509.7K———
Copley Financial Group, Inc.
N/A—4,485-4,485-100%$508.0K———
Millstone Evans Group, LLC
N/A—4,485-4,485-100%$508.0K———
Midwestern Financial, LLC
N/A—4,477-4,477-100%$507.1K———
Orion Investment Co
N/A—4,459-4,459-100%$505.0K———
Omnia Family Wealth, LLC
N/A—4,445-4,445-100%$503.4K———
Allium Financial Advisors, LLC
N/A—4,443-4,443-100%$503.2K———
PAX Financial Group, LLC
N/A—4,403-4,403-100%$498.7K———
New World Advisors LLC
N/A—4,369-4,369-100%$494.8K———
FreeGulliver LLC
N/A—4,361-4,361-100%$493.9K———
Vance Wealth, LLC
N/A—4,357-4,357-100%$493.5K———
Bearing Point Capital, LLC
N/A—4,353-4,353-100%$493.0K———
America First Investment Advisors, LLC
N/A—4,350-4,350-100%$492.7K———
Miller Capital Partners, Inc.
N/A—4,350-4,350-100%$492.7K———
Aspire Capital Advisors LLC
N/A—4,348-4,348-100%$492.5K———
Fielder Capital Group LLC
N/A—4,332-4,332-100%$490.7K———
Truepoint, Inc.
N/A—4,319-4,319-100%$489.2K———
LifePlan Investment Advisors, Inc.
N/A—4,296-4,296-100%$486.6K———
Planning Alternatives LTD
N/A—4,296-4,296-100%$486.6K———
Flow Traders U.S. LLC
N/A—4,291-4,291-100%$486.0K———
Star Financial Bank
N/A—4,288-4,288-100%$485.7K———
Goepper Burkhardt LLC
N/A—4,281-4,281-100%$484.9K———
FSA Advisors, Inc.
N/A—4,257-4,257-100%$480.4K———
Stembrook Asset Management, LLC
N/A—4,257-4,257-100%$482.1K———
Advocacy Wealth Management, LLC
N/A—4,235-4,235-100%$479.7K———
SSI Investment Management LLC
N/A—4,220-4,220-100%$478.0K———
Fund Advisors of America Inc
N/A—4,219-4,219-100%$477.8K———
Horizon Family Wealth, Inc.
N/A—4,210-4,210-100%$476.8K———
Birmingham Capital Management Co Inc
N/A—4,200-4,200-100%$476.0K———
Riverstone Advisors, LLC
N/A—4,153-4,153-100%$470.4K———
Hillsdale Investment Management Inc.
N/A—4,147-4,147-100%$469.7K———
Pine Harbor Wealth Management, LLC
N/A—4,133-4,133-100%$468.1K———
Spahn Wealth & Retirement LLC
N/A—4,098-4,098-100%$464.1K———
Swisher Financial Concepts, Inc.
N/A—4,095-4,095-100%$463.8K———
McCartney Wealth Management LLC
N/A—4,078-4,078-100%$461.9K———
Synergy Investment Management, LLC
N/A—4,043-4,043-100%$460.2K———
Adams Wealth Management
N/A—4,042-4,042-100%$457.8K———
CM Wealth Advisors LLC
N/A—4,030-4,030-100%$456.4K———
Beaird Harris Wealth Management, LLC
N/A—4,028-4,028-100%$456.2K———
Westbourne Investments, Inc.
N/A—4,015-4,015-100%$454.7K———
Alaethes Wealth, LLC
N/A—4,009-4,009-100%$454.1K———
Alpha Financial Partners LLC
N/A—4,008-4,008-100%$453.9K———
Beto Financial Group, LLC
N/A—3,997-3,997-100%$448.5K———
Alvarez & Marsal Private Wealth Partners, LLC
N/A—3,994-3,994-100%$452.4K———
Blom & Howell Financial Planning, Inc.
N/A—3,962-3,962-100%$448.8K———
Horizon Investment Services, LLC
N/A—3,958-3,958-100%$448.3K———
Bulltick Wealth Management, LLC
N/A—3,950-3,950-100%$447.4K———
Wealth Watch Advisors, Inc
N/A—3,929-3,929-100%$445.0K———
Menard Financial Group LLC
N/A—3,875-3,875-100%$438.9K———
Rice Hall James & Associates, LLC
N/A—3,873-3,873-100%$438.7K———
W1m Asset Management Ltd
N/A—3,871-3,871-100%$438.2K———
Sanchez Levi Garrett
N/A—3,832-3,832-100%$434.0K———
Strategies Wealth Advisors, LLC
N/A—3,807-3,807-100%$431.2K———
Astoria Portfolio Advisors Llc.
N/A—3,804-3,804-100%$430.8K———
Keyvantage Wealth, LLC
N/A—3,799-3,799-100%$430.3K———
Hurricane Capital Advisors LLC
N/A—3,797-3,797-100%$430.0K———
Wexford Capital LP
N/A—3,792-3,792-100%$429.5K———
Kirtland Hills Capital Management, LLC
N/A—3,765-3,765-100%$426.4K———
Financial Sense Advisors, Inc.
N/A—3,763-3,763-100%$426.2K———
GW&K Investment Management, LLC
N/A—3,740-3,740-100%$424.0K———
Swan Global Investments, LLC
N/A—3,730-3,730-100%$422.5K———
Brand Asset Management Group, Inc.
N/A—3,727-3,727-100%$422.2K———
Pasadena Private Wealth, LLC
N/A—3,715-3,715-100%$420.8K———
Keynote Financial Services LLC
N/A—3,712-3,712-100%$420.4K———
Daybright Advisory Services, Inc.
N/A—3,687-3,687-100%$410.0K———
Allied Private Wealth LLC
N/A—3,667-3,667-100%$414.7K———
Financial Strategies Group, Inc.
N/A—3,648-3,648-100%$402.7K———
Elite Financial, Inc.
N/A—3,612-3,612-100%$409.0K———
Rench Wealth Management, Inc.
N/A—3,608-3,608-100%$408.6K———
Taylor Hoffman Capital Management LLC
N/A—3,592-3,592-100%$406.8K———
Heron Bay Capital Management
N/A—3,579-3,579-100%$405.4K———
Wellington-Altus USA Inc.
N/A—3,573-3,573-100%$444.1K———
Talisman Wealth Advisors LLC
N/A—3,560-3,560-100%$403.2K———
Westfuller Advisors, LLC
N/A—3,554-3,554-100%$402.5K———
Fullerton Fund Management Co Ltd.
N/A—3,540-3,540-100%$400.9K———
PCG Wealth Advisors, LLC
N/A—3,535-3,535-100%$400.4K———
Cbiz Investment Advisory Services, LLC
N/A—3,526-3,526-100%$438.8K———
Seascape Capital Management
N/A—3,518-3,518-100%$398.0K———
Cedrus Wealth Group LLC
N/A—3,506-3,506-100%$397.1K———
Shepherd Wealth Management Ltd Liability Co
N/A—3,503-3,503-100%$406.1K———
Avenir Corp
N/A—3,501-3,501-100%$396.5K———
Bolthouse Investments, LLC
N/A—3,484-3,484-100%$394.6K———
White Knight Strategic Wealth Advisors, LLC
N/A—3,469-3,469-100%$392.8K———
Sandy Cove Advisors, LLC
N/A—3,466-3,466-100%$392.5K———
Panoramic Capital Partners, LLC
N/A—3,465-3,465-100%$392.4K———
Clarion Wealth Managment Partners, LLC
N/A—3,445-3,445-100%$390.2K———
Marietta Investment Partners LLC
N/A—3,443-3,443-100%$390.0K———
K.J. Harrison & Partners Inc
N/A—3,437-3,437-100%$389.3K———
Northwest & Ethical Investments L.P.
N/A—3,434-3,434-100%$393.5K———
Reyl & Cie S.A.
N/A—3,428-3,428-100%$427.2K———
Prudent Investors Network, Inc.
N/A—3,422-3,422-100%$387.6K———
Portland Global Advisors LLC
N/A—3,405-3,405-100%$385.7K———
Sierra Legacy Group
N/A—3,400-3,400-100%$385.1K———
Morton Community Bank
N/A—3,375-3,375-100%$382.3K———
Tower Wealth Partners, Inc.
N/A—3,374-3,374-100%$382.2K———
Cloud Capital Management, LLC
N/A—3,372-3,372-100%$382.0K———
Henrickson Nauta Wealth Advisors, Inc.
N/A—3,367-3,367-100%$381.4K———
Walsky Investment Management, Inc.
N/A—3,355-3,355-100%$380.0K———
Intellus Advisors LLC
N/A—3,351-3,351-100%$379.5K———
Greenwich Wealth Management LLC
N/A—3,344-3,344-100%$379.0K———
Significant Wealth Partners LLC
N/A—3,339-3,339-100%$378.1K———
Coastwise Capital Group, LLC
N/A—3,331-3,331-100%$377.3K———
Threadgill Financial, LLC
N/A—3,319-3,319-100%$373.2K———
Bank Hapoalim BM
N/A—3,295-3,295-100%$373.0K———
Exit Wealth Advisors, Llc.
N/A—3,294-3,294-100%$373.0K———
Abound Financial, LLC
N/A—3,254-3,254-100%$368.6K———
Alley Investment Management Company, LLC
N/A—3,251-3,251-100%$368.2K———
Tumwater Wealth Management, LLC
N/A—3,240-3,240-100%$367.0K———
E-Wealth Partners, LLC
N/A—3,232-3,232-100%$366.1K———
Runnymede Capital Advisors, Inc.
N/A—3,224-3,224-100%$365.2K———
Synergy Financial Group, LTD
N/A—3,214-3,214-100%$364.0K———
Buffalo Business & Estate Services LTD
N/A—3,201-3,201-100%$362.5K———
Mane Global Capital Management LP
N/A—3,170-3,170-100%$359.0K———
AlphaGrep UK Ltd
N/A—3,166-3,166-100%$358.6K———
Resolute Capital, LLC
N/A—3,140-3,140-100%$355.7K———
Peak Retirement Planning, Inc.
N/A—3,135-3,135-100%$355.1K———
Templeton & Phillips Capital Management, LLC
N/A—3,117-3,117-100%$353.0K———
Oxford Asset Management LLP
N/A—3,082-3,082-100%$349.1K———
Cahill Financial Advisors Inc
N/A—3,075-3,075-100%$348.3K———
Osterweis Capital Management Inc
N/A—3,072-3,072-100%$347.9K———
Fortis Advisors, LLC
N/A—3,070-3,070-100%$347.7K———
Apriem Advisors
N/A—3,048-3,048-100%$345.2K———
Arrowroot Family Office, LLC
N/A—3,046-3,046-100%$345.0K———
1776 Wealth LLC
N/A—3,043-3,043-100%$344.7K———
Notis-McConarty Edward
N/A—3,030-3,030-100%$343.2K———
Sachetta, LLC
N/A—3,022-3,022-100%$342.2K———
Ritter Daniher Financial Advisory LLC / de
N/A—3,021-3,021-100%$342.2K———
Brave Asset Management Inc
N/A—3,013-3,013-100%$341.3K———
Madison Asset Management, LLC
N/A—3,012-3,012-100%$341.1K———
NWK Group, Inc.
N/A—3,000-3,000-100%$339.8K———
Palisades Hudson Asset Management, L.P.
N/A—2,990-2,990-100%$336.0K———
Sovereign's Capital Management, LLC
N/A—2,987-2,987-100%$338.3K———
Spwm Advisors LLC
N/A—2,976-2,976-100%$340.0K———
1248 Management, LLC
N/A—2,970-2,970-100%$336.4K———
Veridan Wealth LLC
N/A—2,966-2,966-100%$336.0K———
Harris Associates L P
N/A—2,962-2,962-100%$335.5K———
Harvest Investment Services, LLC
N/A—2,961-2,961-100%$335.4K———
Harbour Investment Management LLC
N/A—2,960-2,960-100%$335.2K———
Adapt Wealth Advisors, LLC
N/A—2,946-2,946-100%$333.7K———
Seven Springs Wealth Group, LLC
N/A—2,946-2,946-100%$333.7K———
Windsor Advisory Group, LLC
N/A—2,938-2,938-100%$332.7K———
Frazier Financial Advisors, LLC
N/A—2,907-2,907-100%$329.2K———
Empire Financial Management Company, LLC
N/A—2,897-2,897-100%$328.1K———
KDT Advisors, LLC
N/A—2,890-2,890-100%$327.3K———
Counterweight Ventures, LLC
N/A—2,882-2,882-100%$326.4K———
Maimon Wealth Management Ltd.
N/A—2,878-2,878-100%$326.0K———
Bravera Wealth
N/A—2,875-2,875-100%$325.6K———
Sterneck Capital Management, LLC
N/A—2,866-2,866-100%$324.6K———
Wealth Advisors of Iowa, LLC
N/A—2,810-2,810-100%$318.2K———
1015 Capital Partners, LLC
N/A—2,777-2,777-100%$314.5K———
Aviso Financial Inc.
N/A—2,756-2,756-100%$312.1K———
Seldon Capital LP
N/A—2,754-2,754-100%$311.9K———
Beckerman Institutional, LLC
N/A—2,753-2,753-100%$311.9K———
Twin Lakes Capital Management, LLC
N/A—2,748-2,748-100%$311.2K———
Lafayette Investments, Inc.
N/A—2,712-2,712-100%$307.2K———
Hanover Advisors Inc
N/A—2,710-2,710-100%$306.9K———
Verdad Advisers, LP
N/A—2,704-2,704-100%$306.3K———
WealthCollab, LLC
N/A—2,702-2,702-100%$306.0K———
Cannon Wealth Management Services, LLC
N/A—2,695-2,695-100%$305.2K———
Millington Financial Advisors, LLC
N/A—2,694-2,694-100%$307.8K———
Retirement Income Solutions, Inc
N/A—2,680-2,680-100%$333.1K———
OneAscent Investment Solutions LLC
N/A—2,677-2,677-100%$303.2K———
Sand Hill Global Advisors, LLC
N/A—2,676-2,676-100%$303.1K———
Longaeva Partners L.P.
N/A—2,667-2,667-100%$302.1K———
Carroll Investors, Inc
N/A—2,654-2,654-100%$303.3K———
Kapstone Financial Advisors LLC
N/A—2,639-2,639-100%$298.9K———
Dash Acquisitions Inc.
N/A—2,625-2,625-100%$304.5K———
Gambit Capital Management, LLC
N/A—2,619-2,619-100%$296.6K———
Cornerstone Financial Management LLC
N/A—2,616-2,616-100%$296.3K———
Fiduciary Wealth Partners, LLC
N/A—2,608-2,608-100%$295.4K———
Northstar Advisory Group, LLC
N/A—2,604-2,604-100%$295.0K———
Bruce G. Allen Investments, LLC
N/A—2,593-2,593-100%$293.7K———
Integrity Wealth Solutions LLC
N/A—2,538-2,538-100%$287.4K———
Eaton-Cambridge Inc.
N/A—2,528-2,528-100%$286.3K———
Blackstone Inc.
N/A—2,527-2,527-100%$286.2K———
Independent Family Office, LLC
N/A—2,520-2,520-100%$285.4K———
Sharpepoint LLC
N/A—2,516-2,516-100%$285.0K———
Corus Family Wealth Advisors
N/A—2,513-2,513-100%$284.6K———
BlueStem Wealth Partners, LLC
N/A—2,501-2,501-100%$283.3K———
Gabelli & Co Investment Advisers, Inc.
N/A—2,500-2,500-100%$283.2K———
Tudor Investment Corp ET AL
N/A—2,500-2,500-100%$283.2K———
Custos Family Office, LLC
N/A—2,498-2,498-100%$282.9K———
Van Diest Capital, LLC
N/A—2,497-2,497-100%$282.8K———
Connective Capital Management, LLC
N/A—2,451-2,451-100%$277.6K———
Osborne Partners Capital Management, LLC
N/A—2,429-2,429-100%$275.1K———
Aristotle Capital Management, LLC
N/A—2,415-2,415-100%$273.5K———
Tripletail Wealth Management, LLC
N/A—2,378-2,378-100%$266.0K———
Northwest Quadrant Wealth Management, LLC
N/A—2,367-2,367-100%$268.1K———
Mustico Financial Group, Inc.
N/A—2,348-2,348-100%$351.1K———
Imprint Wealth LLC
N/A—2,341-2,341-100%$265.1K———
Piedmont Capital Management, LLC
N/A—2,340-2,340-100%$254.0K———
NorthStar Asset Management LLC
N/A—2,339-2,339-100%$264.9K———
Numerai GP LLC
N/A—2,332-2,332-100%$264.1K———
Prepared Retirement Institute LLC
N/A—2,320-2,320-100%$262.8K———
Avant Capital LLC
N/A—2,314-2,314-100%$262.0K———
Raffa Wealth Management, LLC
N/A—2,304-2,304-100%$260.9K———
Eldridge Investment Advisors, Inc.
N/A—2,297-2,297-100%$260.2K———
Alesco Advisors, LLC, An ESL Co
N/A—2,283-2,283-100%$258.6K———
Continental Investors Services, Inc.
N/A—2,282-2,282-100%$256.4K———
Westshore Wealth, LLC
N/A—2,269-2,269-100%$257.0K———
Rodgers Brothers Inc.
N/A—2,258-2,258-100%$255.7K———
January Capital Advisors LLC
N/A—2,256-2,256-100%$255.5K———
Aureus Asset Management, LLC
N/A—2,248-2,248-100%$254.6K———
Polymer Capital Management (US) LLC
N/A—2,237-2,237-100%$253.4K———
Orcam Financial Group
N/A—2,235-2,235-100%$253.1K———
Manning & Napier Advisors LLC
N/A—2,233-2,233-100%$255.9K———
Denver Wealth Management, Inc.
N/A—2,230-2,230-100%$252.6K———
Virtu Financial LLC
N/A—2,230-2,230-100%$252.0K———
Pitti Group Wealth Management, LLC
N/A—2,227-2,227-100%$252.3K———
American Money Management, LLC
N/A—2,199-2,199-100%$249.1K———
Bravias Capital Group, LLC
N/A—2,188-2,188-100%$247.8K———
Vision Retirement, LLC
N/A—2,185-2,185-100%$247.4K———
Traction Financial Partners, LLC
N/A—2,183-2,183-100%$247.2K———
Brio Consultants, LLC
N/A—2,183-2,183-100%$247.3K———
Kilter Group LLC
N/A—2,182-2,182-100%$247.1K———
Dunhill Financial, LLC
N/A—2,179-2,179-100%$246.8K———
Dempze Nancy E
N/A—2,172-2,172-100%$246.0K———
LWM Advisory Services, LLC
N/A—2,168-2,168-100%$245.5K———
Port Capital LLC
N/A—2,154-2,154-100%$244.0K———
Steffes Financial, Ltd.
N/A—2,151-2,151-100%$243.6K———
Bcgm Wealth Management, LLC
N/A—2,151-2,151-100%$243.6K———
Plotkin Financial Advisors, LLC
N/A—2,150-2,150-100%$243.5K———
Mark Sheptoff Financial Planning, LLC
N/A—2,150-2,150-100%$243.5K———
Ellevest, Inc.
N/A—2,142-2,142-100%$244.7K———
Note Advisors, LLC
N/A—2,142-2,142-100%$242.6K———
Oberweis Asset Management Inc/
N/A—2,139-2,139-100%$242.2K———
OAK Associates LTD
N/A—2,100-2,100-100%$237.8K———
Koss-Olinger Consulting, LLC
N/A—2,099-2,099-100%$237.8K———
Earnest Partners LLC
N/A—2,093-2,093-100%$237.1K———
Compton Financial Group, LLC
N/A—2,085-2,085-100%$236.2K———
Tandem Financial, LLC
N/A—2,083-2,083-100%$235.9K———
Delaney Dennis R
N/A—2,065-2,065-100%$233.9K———
Presidio Capital Management, LLC
N/A—2,045-2,045-100%$231.6K———
Pointe Capital Management LLC
N/A—2,040-2,040-100%$231.1K———
Mittelman Wealth Management
N/A—2,026-2,026-100%$296.2K———
Northstar Asset Management Inc
N/A—2,004-2,004-100%$227.0K———
Fiducient Advisors LLC
N/A—1,999-1,999-100%$226.4K———
Aegis Wealth Management LLC
N/A—1,998-1,998-100%$226.3K———
NI Acquisitions Company, LLC
N/A—1,995-1,995-100%$226.0K———
Cornerstone Capital, Inc.
N/A—1,985-1,985-100%$224.8K———
Graticule Asia Macro Advisors LLC
N/A—1,984-1,984-100%$224.7K———
McDonough Capital Management, Inc
N/A—1,982-1,982-100%$224.5K———
Axis Wealth Partners, LLC
N/A—1,964-1,964-100%$222.4K———
Snowwater Investment Partners, LLC
N/A—1,960-1,960-100%$222.0K———
AllGen Financial Advisors, Inc.
N/A—1,945-1,945-100%$220.3K———
Greenline Wealth Management LLC
N/A—1,941-1,941-100%$219.9K———
Sierra Capital LLC
N/A—1,926-1,926-100%$218.1K———
Hilltop Wealth Advisors, LLC
N/A—1,917-1,917-100%$217.1K———
C M Bidwell & Associates LTD
N/A—1,915-1,915-100%$216.9K———
SAM Advisors, LLC
N/A—1,907-1,907-100%$215.9K———
Silicon Valley Capital Partners
N/A—1,902-1,902-100%$215.5K———
American Financial Advisors, LLC
N/A—1,897-1,897-100%$214.8K———
Prospect Financial Services LLC
N/A—1,877-1,877-100%$212.6K———
Vista Cima Wealth Management LLC
N/A—1,873-1,873-100%$212.2K———
J. M. Brown & Associates Inc.
N/A—1,873-1,873-100%$212.2K———
Wisconsin Capital Management LLC
N/A—1,869-1,869-100%$211.7K———
Mayport, LLC
N/A—1,855-1,855-100%$210.1K———
Daner Wealth Management, LLC
N/A—1,845-1,845-100%$213.6K———
Dynasty Wealth Management, LLC
N/A—1,838-1,838-100%$208.2K———
Godfrey Financial Associates, Inc.
N/A—1,834-1,834-100%$213.4K———
Cinctive Capital Management LP
N/A—1,825-1,825-100%$206.7K———
Odyssey Group, LLC
N/A—1,821-1,821-100%$206.2K———
Cornerstone Financial Group, LLC
N/A—1,814-1,814-100%$205.5K———
MTM Financial Group, LLC
N/A—1,802-1,802-100%$204.1K———
Seneca House Advisors
N/A—1,777-1,777-100%$201.2K———
Consultiva Wealth Management, Corp.
N/A—1,754-1,754-100%$198.7K———
Operose Advisors LLC
N/A—1,748-1,748-100%$198.0K———
Timbuktu Capital Management, LLC
N/A—1,700-1,700-100%$192.5K———
Tacita Capital Inc
N/A—1,650-1,650-100%$186.9K———
Graney & King, LLC
N/A—1,633-1,633-100%$185.0K———
Kemnay Advisory Services Inc.
N/A—1,620-1,620-100%$183.5K———
Cohen & Steers, Inc.
N/A—1,600-1,600-100%$181.0K———
Swan Capital LLC
N/A—1,542-1,542-100%$174.6K———
Davis Asset Management, L.P.
N/A—1,500-1,500-100%$169.9K———
New England Asset Management Inc
N/A—1,467-1,467-100%$166.2K———
Stelac Advisory Services LLC
N/A—1,449-1,449-100%$164.3K———
Financial Life Planners
N/A—1,328-1,328-100%$150.4K———
Conquis Financial LLC
N/A—1,200-1,200-100%$135.9K———
Forum Finance Group S.A.
N/A—1,190-1,190-100%$109———
Orion Capital Management LLC
N/A—1,144-1,144-100%$129.6K———
Kerr Financial Planning Corp
N/A—1,136-1,136-100%$128.6K———
Loomis Sayles & Co L P
N/A—1,094-1,094-100%$123.9K———
1 North Wealth Services LLC
N/A—1,084-1,084-100%$122.8K———
Mpwm Advisory Solutions, LLC
N/A—1,069-1,069-100%$121.1K———
Rialto Wealth Management, LLC
N/A—1,067-1,067-100%$120.8K———
SIT Investment Associates Inc
N/A—1,062-1,062-100%$120.0K———
Leo H. Evart, Inc.
N/A—1,031-1,031-100%$116.8K———
Nova Wealth Management, Inc.
N/A—1,008-1,008-100%$114.2K———
Encore Global Management, LP
N/A—1,000-1,000-100%$113.3K———
Nalls Sherbakoff Group, LLC
N/A—978-978-100%$110.8K———
LGT Financial Advisors LLC
N/A—938-938-100%$106.3K———
S&T Bank
N/A—930-930-100%$105.3K———
HighMark Wealth Management LLC
N/A—879-879-100%$99.6K———
USA Financial Formulas
N/A—833-833-100%$94.3K———
Oakmont Advisory Group, LLC
N/A—807-807-100%$91.4K———
NCP Inc.
N/A—800-800-100%$90.6K———
Caitlin John, LLC
N/A—723-723-100%$81.9K———
Boreal Capital Management LLC
N/A—715-715-100%$81.0K———
Stance Capital LLC
N/A—677-677-100%$76.7K———
Ankerstar Wealth, LLC
N/A—663-663-100%$75.1K———
JDM Financial Group LLC
N/A—657-657-100%$74.4K———
Three Bearings Fiduciary Advisors, Inc.
N/A—636-636-100%$72.0K———
Tradewinds, Llc.
N/A—629-629-100%$10.5M———
Measured Wealth Private Client Group, LLC
N/A—621-621-100%$70.4K———
Financial Avengers, Inc.
N/A—570-570-100%$64.6K———
Westend Capital Management, LLC
N/A—562-562-100%$63.7K———
Meeder Asset Management Inc
N/A—555-555-100%$62.9K———
Tanglewood Legacy Advisors, LLC
N/A—549-549-100%$62.2K———
Longview Financial Advisors LLC
N/A—519-519-100%$58.8K———
Riverview Trust Co
N/A—471-471-100%$53.3K———
Regatta Research & Money Management
N/A—451-451-100%$51.0K———
HFM Investment Advisors, LLC
N/A—433-433-100%$49.0K———
Investors Portfolio Services LLC
N/A—422-422-100%$47.8K———
Ramirez Asset Management, Inc.
N/A—400-400-100%$45.3K———
Battery Global Advisors, LLC
N/A—357-357-100%$40.4K———
Quarry LP
N/A—352-352-100%$39.9K———
BTG Pactual Asset Management US LLC
N/A—318-318-100%$36.0K———
Copos Capital B.V.
N/A—302-302-100%$34.2K———
Pingora Partners LLC
N/A—300-300-100%$34.0K———
Turim 21 Investimentos Ltda.
N/A—296-296-100%$33.5K———
Horizon Bancorp Inc
N/A—247-247-100%$28.0K———
Copia Wealth Management
N/A—236-236-100%$26.7K———
Centiva Capital, LP
N/A—222-222-100%$25.1K———
Clal Insurance Enterprises Holdings Ltd
N/A—173-173-100%$20———
Seneschal Advisors, LLC
N/A—136-136-100%$15.4K———
Capital Advisor Network LLC
N/A—128-128-100%$14.5K———
ESL Trust Services, LLC
N/A—123-123-100%$13.9K———
Investment Counsel Co of Nevada
N/A—117-117-100%$13.3K———
Bellevue Asset Management, LLC
N/A—107-107-100%$12.1K———
Longfellow Investment Management Co LLC
N/A—87-87-100%$9.9K———
Atomic Invest LLC
N/A—66-66-100%$7.6K———
Itau Unibanco Holding S.A.
N/A—61-61-100%$6.9K———
Osbon Capital Management LLC
N/A—53-53-100%$6.0K———
Luminist Capital LLC
N/A—42-42-100%$4.8K———
Harborfront Financial Group LLC
N/A—34-34-100%$3.9K———
IQ EQ Fund Management (Singapore) Private Ltd
N/A—23-23-100%$2.6K———
Vanguard Advisers Inc
N/A—23-23-100%$2.6K———
Ross\johnson & Associates LLC
N/A—9-9-100%$1.0K———
Chelsea Counsel Co
N/A—4-4-100%$454———
Cordant, Inc.
N/A—2-2-100%$203———
Showing 4528 of 4528 institutions