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Waste Management Inc (WM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Geode Capital Management, LLC
INCREASED
Shares9,252,409 from 9,068,808
Change+183,601 (+2%)
Value$1.9B (-$133.9M)
Filed 2026-11-06
Parnassus Investments, LLC
DECREASED
Shares4,362,257 from 4,792,005
Change-429,748 (-9%)
Value$889.6M (-$178.5M)
Filed 2026-10-22
Nordea Investment Management AB
INCREASED
Shares3,534,049 from 2,957,041
Change+577,008 (+20%)
Value$724.1M (+$66.9M)
Filed 2026-11-09
Amundi
DECREASED
Shares2,584,411 from 2,878,103
Change-293,692 (-10%)
Value$527.0M (-$114.4M)
Filed 2026-11-06
Dimensional Fund Advisors LP
INCREASED
Shares2,374,642 from 2,366,960
Change+7,682 (+0%)
Value$484.3M (-$43.3M)
Filed 2026-11-04
Deutsche Bank Ag\
INCREASED
Shares2,331,458 from 2,207,477
Change+123,981 (+6%)
Value$475.4M (-$16.6M)
Filed 2026-11-06
Swedbank AB
DECREASED
Shares2,106,984 from 2,771,422
Change-664,438 (-24%)
Value$429.7M (-$188.0M)
Filed 2026-10-27
Bank of New York Mellon Corp
DECREASED
Shares2,026,530 from 2,054,264
Change-27,734 (-1%)
Value$413.3M (-$44.6M)
Filed 2026-11-05
Sustainable Growth Advisers, LP
DECREASED
Shares1,969,192 from 2,061,651
Change-92,459 (-4%)
Value$401.6M (-$57.9M)
Filed 2026-10-15
Vontobel Holding Ltd.
DECREASED
Shares1,857,814 from 2,375,932
Change-518,118 (-22%)
Value$378.8M (-$150.7M)
Filed 2026-10-16
Barclays PLC
DECREASED
Shares1,737,635 from 1,884,143
Change-146,508 (-8%)
Value$354.3M (-$65.6M)
Filed 2026-11-06
Bank of Montreal
DECREASED
Shares1,625,046 from 1,837,996
Change-212,950 (-12%)
Value$331.4M (-$78.3M)
Filed 2026-11-09
Banque Pictet & CIE SA
DECREASED
Shares1,283,998 from 1,290,640
Change-6,642 (-1%)
Value$261.8M (-$25.8M)
Filed 2026-10-16
Mirova US LLC
DECREASED
Shares1,227,909 from 1,312,962
Change-85,053 (-6%)
Value$250.4M (-$42.2M)
Filed 2026-11-05
LPL Financial LLC
INCREASED
Shares1,086,368 from 1,063,787
Change+22,581 (+2%)
Value$221.5M (-$15.6M)
Filed 2026-11-06
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares997,542 from 946,770
Change+50,772 (+5%)
Value$203.4M (-$7.6M)
Filed 2026-11-05
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares864,959 from 892,621
Change-27,662 (-3%)
Value$176.4M (-$22.6M)
Filed 2026-10-29
Russell Investments Group, Ltd.
INCREASED
Shares734,729 from 657,620
Change+77,109 (+12%)
Value$149.8M (+$3.3M)
Filed 2026-11-06
Danske Bank A/S
INCREASED
Shares709,874 from 661,098
Change+48,776 (+7%)
Value$144.8M (-$2.6M)
Filed 2026-11-09
Bahl & Gaynor LLC
INCREASED
Shares647,855 from 620,996
Change+26,859 (+4%)
Value$132.1M (-$6.3M)
Filed 2026-11-05
Citigroup Inc
INCREASED
Shares640,747 from 556,970
Change+83,777 (+15%)
Value$130.7M (+$6.5M)
Filed 2026-11-04
Assenagon Asset Management S.A.
INCREASED
Shares638,056 from 166,949
Change+471,107 (+282%)
Value$130.1M (+$92.9M)
Filed 2026-10-15
KBC Group NV
INCREASED
Shares619,527 from 386,241
Change+233,286 (+60%)
Value$126.3K (-$86.0M)
Filed 2026-10-22
Pictet Asset Management Holding SA
INCREASED
Shares596,764 from 578,782
Change+17,982 (+3%)
Value$121.7M (-$7.3M)
Filed 2026-11-03
Great Lakes Advisors, LLC
INCREASED
Shares579,692 from 3,413
Change+576,279 (+16885%)
Value$118.2M (+$117.5M)
Filed 2026-11-06
DekaBank Deutsche Girozentrale
INCREASED
Shares578,339 from 551,205
Change+27,134 (+5%)
Value$119.7K (-$6.5K)
Filed 2026-10-27
PNC Financial Services Group, Inc.
INCREASED
Shares519,788 from 475,540
Change+44,248 (+9%)
Value$106.0M (+$6.8K)
Filed 2026-11-06
Lansforsakringar Fondforvaltning AB (publ)
INCREASED
Shares491,588 from 459,215
Change+32,373 (+7%)
Value$100.2M (-$2.1M)
Filed 2026-11-09
Tctc Holdings, LLC
DECREASED
Shares456,529 from 456,674
Change-145 (0%)
Value$93.1M (-$8.7M)
Filed 2026-11-02
Regions Financial Corp
DECREASED
Shares447,891 from 456,524
Change-8,633 (-2%)
Value$91.3M (-$10.4M)
Filed 2026-11-05
AGF Management LTD
DECREASED
Shares444,663 from 465,476
Change-20,813 (-4%)
Value$90.7M (-$13.1M)
Filed 2026-11-03
Locust Wood Capital Advisers, LLC
INCREASED
Shares434,910 from 424,279
Change+10,631 (+3%)
Value$88.7M (-$5.9M)
Filed 2026-11-03
Principal Financial Group Inc
DECREASED
Shares416,808 from 446,913
Change-30,105 (-7%)
Value$85.0M (-$14.6M)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares386,293 from 565,065
Change-178,772 (-32%)
Value$79.1M (-$39.1M)
Filed 2026-10-13
SEB Asset Management AB
DECREASED
Shares325,402 from 353,078
Change-27,676 (-8%)
Value$66.4M (-$12.3M)
Filed 2026-11-04
Retirement Systems of Alabama
INCREASED
Shares322,424 from 231,252
Change+91,172 (+39%)
Value$65.7M (+$14.2M)
Filed 2026-11-04
ABN Amro Investment Solutions
DECREASED
Shares319,171 from 331,967
Change-12,796 (-4%)
Value$65.1M (-$8.9M)
Filed 2026-10-21
Truist Financial Corp
DECREASED
Shares305,502 from 339,793
Change-34,291 (-10%)
Value$62.3M (-$13.4M)
Filed 2026-10-30
Kornitzer Capital Management Inc
DECREASED
Shares301,230 from 302,222
Change-992 (0%)
Value$61.4M (-$5.9M)
Filed 2026-11-03
Mizuho Markets Americas LLC
NEW
Shares295,000
Change+295,000
Value$60.2M
Filed 2026-11-09
Ninety One UK Ltd
INCREASED
Shares292,403 from 256,243
Change+36,160 (+14%)
Value$59.6M (+$2.5M)
Filed 2026-10-15
PFA Pension, Forsikringsaktieselskab
DECREASED
Shares291,173 from 291,810
Change-637 (0%)
Value$59.4M (-$5.7M)
Filed 2026-11-06
Fifth Third Bancorp
DECREASED
Shares290,686 from 305,195
Change-14,509 (-5%)
Value$59.3M (-$8.7M)
Filed 2026-11-05
Handelsbanken Fonder AB
INCREASED
Shares284,665 from 242,318
Change+42,347 (+17%)
Value$58.0K (+$4.0K)
Filed 2026-11-09
Strs Ohio
INCREASED
Shares263,743 from 124,139
Change+139,604 (+112%)
Value$53.8M (+$26.1M)
Filed 2026-10-30
Compagnie Lombard Odier SCmA
INCREASED
Shares257,722 from 251,606
Change+6,116 (+2%)
Value$52.6M (-$3.5M)
Filed 2026-11-04
King Luther Capital Management Corp
DECREASED
Shares254,036 from 265,127
Change-11,091 (-4%)
Value$51.8M (-$7.3M)
Filed 2026-11-05
Covea Finance
DECREASED
Shares246,192 from 249,504
Change-3,312 (-1%)
Value$50.2M (-$5.4M)
Filed 2026-10-21
New York State Teachers Retirement System
DECREASED
Shares239,989 from 252,539
Change-12,550 (-5%)
Value$48.9K (-$56.2M)
Filed 2026-10-22
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED
Shares235,538 from 272,746
Change-37,208 (-14%)
Value$48.0M (-$12.8M)
Filed 2026-10-15
Candriam S.C.A.
DECREASED
Shares226,898 from 302,804
Change-75,906 (-25%)
Value$46.4M (-$21.0M)
Filed 2026-11-03
Savant Capital, LLC
INCREASED
Shares219,830 from 64,267
Change+155,563 (+242%)
Value$44.8M (+$30.3M)
Filed 2026-11-06
Sterling Capital Management LLC
DECREASED
Shares208,754 from 239,919
Change-31,165 (-13%)
Value$42.6M (-$10.9M)
Filed 2026-10-22
Vaughan David Investments LLC
INCREASED
Shares207,110 from 203,505
Change+3,605 (+2%)
Value$42.2K (-$45.3M)
Filed 2026-11-05
Kimelman & Baird, LLC
DECREASED
Shares199,987 from 200,490
Change-503 (0%)
Value$40.8M (-$3.9M)
Filed 2026-11-03
Gateway Investment Advisers LLC
INCREASED
Shares198,978 from 192,506
Change+6,472 (+3%)
Value$40.6M (-$2.3M)
Filed 2026-10-13
MacKenzie Financial Corp
DECREASED
Shares198,491 from 209,024
Change-10,533 (-5%)
Value$40.5M (-$6.1M)
Filed 2026-11-02
Squarepoint Ops LLC
INCREASED
Shares190,352 from 61,020
Change+129,332 (+212%)
Value$38.8M (+$25.2M)
Filed 2026-11-09
Asset Management One Co., Ltd.
INCREASED
Shares187,278 from 185,590
Change+1,688 (+1%)
Value$38.2M (-$3.2M)
Filed 2026-10-27
US Bancorp \de\
DECREASED
Shares186,110 from 193,482
Change-7,372 (-4%)
Value$38.0M (-$5.2M)
Filed 2026-11-05
Commonwealth Equity Services, LLC
DECREASED
Shares185,533 from 217,397
Change-31,864 (-15%)
Value$37.8M (-$10.6M)
Filed 2026-11-02
Allspring Global Investments Holdings, LLC
DECREASED
Shares184,978 from 186,352
Change-1,374 (-1%)
Value$37.3M (-$4.4M)
Filed 2026-11-04
Park National Corp
INCREASED
Shares182,190 from 175,812
Change+6,378 (+4%)
Value$37.2M (-$2.0M)
Filed 2026-10-05
Moody Lynn Lieberson & Walker, LLC
DECREASED
Shares179,388 from 179,600
Change-212 (0%)
Value$36.6M (-$3.4M)
Filed 2026-10-14
KCM Investment Advisors LLC
DECREASED
Shares177,903 from 182,200
Change-4,297 (-2%)
Value$36.3M (-$4.3M)
Filed 2026-10-27
Chilton Capital Management LLC
INCREASED
Shares176,231 from 174,390
Change+1,841 (+1%)
Value$35.9M (-$2.9M)
Filed 2026-10-28
Quintet Private Bank (Europe) S.A.
INCREASED
Shares173,918 from 112,249
Change+61,669 (+55%)
Value$35.5M (+$10.4M)
Filed 2026-10-08
Creative Planning
DECREASED
Shares173,318 from 173,352
Change-34 (0%)
Value$35.3M (-$3.3M)
Filed 2026-11-02
Robeco Schweiz AG
DECREASED
Shares170,568 from 220,405
Change-49,837 (-23%)
Value$34.8M (-$14.3M)
Filed 2026-10-23
Bessemer Group Inc
DECREASED
Shares167,238 from 171,197
Change-3,959 (-2%)
Value$34.1K (-$38.1M)
Filed 2026-11-09
AMI Asset Management Corp
DECREASED
Shares165,679 from 171,839
Change-6,160 (-4%)
Value$33.8M (-$4.5M)
Filed 2026-10-20
Calamos Advisors LLC
INCREASED
Shares163,040 from 160,952
Change+2,088 (+1%)
Value$33.2M (-$2.6M)
Filed 2026-11-02
Waters Parkerson & Co., LLC
INCREASED
Shares162,284 from 152,836
Change+9,448 (+6%)
Value$33.1M (-$971.1K)
Filed 2026-11-04
Eastern Bank
INCREASED
Shares161,483 from 159,361
Change+2,122 (+1%)
Value$32.9M (-$2.6M)
Filed 2026-10-05
Raiffeisen Bank International AG
DECREASED
Shares160,622 from 187,359
Change-26,737 (-14%)
Value$33.3M (-$8.6M)
Filed 2026-10-28
Nykredit A/S
INCREASED
Shares158,322 from 138,943
Change+19,379 (+14%)
Value$32.3M (+$1.3M)
Filed 2026-11-06
Norris Perne & French LLP
INCREASED
Shares155,661 from 155,624
Change+37 (+0%)
Value$31.7M (-$2.9M)
Filed 2026-10-23
Pittenger & Anderson Inc
INCREASED
Shares146,086 from 144,645
Change+1,441 (+1%)
Value$29.8M (-$2.4M)
Filed 2026-11-02
CIBC Asset Management Inc
INCREASED
Shares145,479 from 141,965
Change+3,514 (+2%)
Value$29.7M (-$2.0M)
Filed 2026-11-05
Stack Financial Management, Inc
DECREASED
Shares144,871 from 145,573
Change-702 (0%)
Value$29.5M (-$2.9M)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares144,781 from 157,010
Change-12,229 (-8%)
Value$29.5K (-$35.0M)
Filed 2026-11-02
B. Metzler seel. Sohn & Co. AG
INCREASED
Shares144,418 from 138,650
Change+5,768 (+4%)
Value$29.4M (-$1.5M)
Filed 2026-10-30
iA Global Asset Management Inc.
DECREASED
Shares142,680 from 200,000
Change-57,320 (-29%)
Value$29.1K (-$44.5M)
Filed 2026-10-29
Northeast Investment Management
INCREASED
Shares141,560 from 139,452
Change+2,108 (+2%)
Value$28.9M (-$2.2M)
Filed 2026-10-30
Achmea Investment Management B.V.
INCREASED
Shares141,480 from 26,064
Change+115,416 (+443%)
Value$28.9M (+$23.1M)
Filed 2026-10-30
TD Waterhouse Canada Inc.
DECREASED
Shares141,341 from 148,156
Change-6,815 (-5%)
Value$28.5M (-$4.7M)
Filed 2026-10-16
Kestra Advisory Services, LLC
INCREASED
Shares130,763 from 120,115
Change+10,648 (+9%)
Value$26.7M (-$106.1K)
Filed 2026-11-02
State of New Jersey Common Pension Fund D
UNCHANGED
Shares129,634 from 129,634
Change0 (0%)
Value$26.4M (-$2.5M)
Filed 2026-11-05
Foster Dykema Cabot & Partners, LLC
DECREASED
Shares128,359 from 128,426
Change-67 (0%)
Value$26.2M (-$2.4M)
Filed 2026-10-30
Deroy & Devereaux Private Investment Counsel Inc
INCREASED
Shares120,684 from 119,222
Change+1,462 (+1%)
Value$24.6K (-$26.5M)
Filed 2026-10-26
Baldwin Wealth Partners LLC
DECREASED
Shares119,266 from 120,059
Change-793 (-1%)
Value$24.3M (-$2.4M)
Filed 2026-10-13
Arbejdsmarkedets Tillaegspension
DECREASED
Shares115,600 from 129,900
Change-14,300 (-11%)
Value$23.6M (-$5.4M)
Filed 2026-10-30
Arizona State Retirement System
DECREASED
Shares111,470 from 111,800
Change-330 (0%)
Value$22.7M (-$2.2M)
Filed 2026-11-03
Weatherly Asset Management L. P.
INCREASED
Shares111,191 from 111,159
Change+32 (+0%)
Value$22.7M (-$2.1M)
Filed 2026-10-20
Swiss Life Asset Management Ltd
INCREASED
Shares110,653 from 61,789
Change+48,864 (+79%)
Value$22.6M (+$8.8M)
Filed 2026-11-03
Oppenheimer & Co Inc
INCREASED
Shares109,666 from 109,278
Change+388 (+0%)
Value$22.4M (-$2.0M)
Filed 2026-10-26
Eurizon Capital SGR S.p.A.
DECREASED
Shares108,430 from 140,388
Change-31,958 (-23%)
Value$22.1M (-$9.2M)
Filed 2026-11-06
Czech National Bank
INCREASED
Shares106,808 from 105,160
Change+1,648 (+2%)
Value$21.8M (-$1.7M)
Filed 2026-10-13
Natixis
INCREASED
Shares106,628 from 25,675
Change+80,953 (+315%)
Value$21.7M (+$16.0M)
Filed 2026-11-06
Reynders McVeigh Capital Management, LLC
DECREASED
Shares104,526 from 109,866
Change-5,340 (-5%)
Value$21.3M (-$3.2M)
Filed 2026-10-30
Alta Capital Management LLC/
INCREASED
Shares100,098 from 87,653
Change+12,445 (+14%)
Value$20.4M (+$876.0K)
Filed 2026-10-26
IFM Investors Pty Ltd
INCREASED
Shares99,031 from 84,283
Change+14,748 (+18%)
Value$20.2M (+$1.4M)
Filed 2026-10-14
Midwest Trust Co
INCREASED
Shares98,280 from 98,061
Change+219 (+0%)
Value$20.0M (-$1.8M)
Filed 2026-10-22
Aberdeen Group plc
DECREASED
Shares98,140 from 567,316
Change-469,176 (-83%)
Value$40.3M (-$86.2M)
Filed 2026-11-06
Westchester Capital Management, Inc.
INCREASED
Shares97,521 from 88,590
Change+8,931 (+10%)
Value$19.9M (+$141.5K)
Filed 2026-10-23
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares97,327 from 94,454
Change+2,873 (+3%)
Value$19.8M (-$1.2M)
Filed 2026-10-20
Wealthfront Advisers LLC
DECREASED
Shares96,774 from 102,313
Change-5,539 (-5%)
Value$19.7M (-$3.1M)
Filed 2026-11-09
Godsey & Gibb, Inc
NEW
Shares96,431
Change+96,431
Value$19.7M
Filed 2026-10-14
Chesley Taft & Associates LLC
INCREASED
Shares94,353 from 92,482
Change+1,871 (+2%)
Value$19.2M (-$1.4M)
Filed 2026-10-13
State of Michigan Retirement System
DECREASED
Shares93,388 from 94,588
Change-1,200 (-1%)
Value$19.0M (-$2.0M)
Filed 2026-10-27
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares93,200 from 81,103
Change+12,097 (+15%)
Value$19.0M (+$929.1K)
Filed 2026-11-03
D.A. Davidson & Co.
INCREASED
Shares93,142 from 91,906
Change+1,236 (+1%)
Value$19.0M (-$1.5M)
Filed 2026-10-28
UniSuper Management Pty Ltd
INCREASED
Shares92,767 from 91,320
Change+1,447 (+2%)
Value$18.9M (-$1.4M)
Filed 2026-10-26
Investment House LLC
DECREASED
Shares90,323 from 130,596
Change-40,273 (-31%)
Value$18.4M (-$10.7M)
Filed 2026-10-21
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
DECREASED
Shares89,285 from 97,438
Change-8,153 (-8%)
Value$18.2M (-$3.5M)
Filed 2026-10-22
Clearstead Advisors, LLC
DECREASED
Shares89,127 from 91,464
Change-2,337 (-3%)
Value$18.2M (-$2.2M)
Filed 2026-11-06
Xponance LLC
INCREASED
Shares87,340 from 81,050
Change+6,290 (+8%)
Value$17.8M (-$254.1K)
Filed 2026-11-03
Virginia Retirement Systems ET Al
INCREASED
Shares86,521 from 68,921
Change+17,600 (+26%)
Value$17.6M (+$2.3M)
Filed 2026-10-28
Capital Investment Advisors, LLC
INCREASED
Shares83,754 from 11,134
Change+72,620 (+652%)
Value$17.1M (+$14.6M)
Filed 2026-10-22
PBU - The Pension Fund of Early Childhood & Youth Educators
INCREASED
Shares83,310 from 76,717
Change+6,593 (+9%)
Value$17.0M (-$110.1K)
Filed 2026-11-06
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
NEW
Shares82,129
Change+82,129
Value$16.7M
Filed 2026-11-03
Daiwa Securities Group Inc.
DECREASED
Shares81,878 from 84,484
Change-2,606 (-3%)
Value$16.7M (-$2.1M)
Filed 2026-10-29
Boston Trust Walden Corp
DECREASED
Shares81,552 from 99,480
Change-17,928 (-18%)
Value$16.6M (-$5.5M)
Filed 2026-10-30
Nisa Investment Advisors, LLC
DECREASED
Shares79,559 from 81,990
Change-2,431 (-3%)
Value$16.2M (-$2.1M)
Filed 2026-10-20
Townsend & Associates, Inc
INCREASED
Shares79,527 from 77,656
Change+1,871 (+2%)
Value$18.0M (-$522.2K)
Filed 2026-10-23
Perpetual Ltd
INCREASED
Shares77,308 from 76,543
Change+765 (+1%)
Value$15.8M (-$1.3M)
Filed 2026-10-13
Bailard, Inc.
DECREASED
Shares76,677 from 77,803
Change-1,126 (-1%)
Value$15.6M (-$1.7M)
Filed 2026-10-13
Sapient Capital LLC
DECREASED
Shares76,445 from 77,258
Change-813 (-1%)
Value$15.6M (-$1.6M)
Filed 2026-10-08
Edge Wealth Management LLC
INCREASED
Shares75,495 from 75,437
Change+58 (+0%)
Value$15.4M (-$1.4M)
Filed 2026-10-13
Cidel Asset Management Inc
DECREASED
Shares73,984 from 74,689
Change-705 (-1%)
Value$15.1M (-$1.6M)
Filed 2026-10-29
Apollon Wealth Management, LLC
INCREASED
Shares73,049 from 69,105
Change+3,944 (+6%)
Value$14.9M (-$506.1K)
Filed 2026-10-23
Border to Coast Pensions Partnership Ltd
DECREASED
Shares72,500 from 75,000
Change-2,500 (-3%)
Value$14.8K (-$16.7M)
Filed 2026-10-09
First Fiduciary Investment Counsel, Inc.
DECREASED
Shares71,878 from 73,897
Change-2,019 (-3%)
Value$14.7K (-$16.5M)
Filed 2026-10-27
Baker Chad R
UNCHANGED
Shares71,535 from 71,535
Change0 (0%)
Value$14.6M (-$1.4M)
Filed 2026-10-22
Atwater Malick LLC
DECREASED
Shares71,285 from 71,452
Change-167 (0%)
Value$14.5M (-$1.4M)
Filed 2026-10-15
Knights of Columbus Asset Advisors LLC
INCREASED
Shares70,172 from 62,384
Change+7,788 (+12%)
Value$14.3M (+$405.3K)
Filed 2026-11-05
Lmcg Investments, LLC
INCREASED
Shares69,839 from 69,790
Change+49 (+0%)
Value$14.2M (-$1.3M)
Filed 2026-10-21
Quilter Plc
DECREASED
Shares69,203 from 69,271
Change-68 (0%)
Value$14.1M (-$1.3M)
Filed 2026-10-21
Rakuten Investment Management, Inc.
INCREASED
Shares68,662 from 62,353
Change+6,309 (+10%)
Value$14.2M (+$291.4K)
Filed 2026-10-30
Willis Investment Counsel
UNCHANGED
Shares68,626 from 68,626
Change0 (0%)
Value$14.0M (-$1.3M)
Filed 2026-10-20
Neos Investment Management LLC
INCREASED
Shares68,421 from 60,627
Change+7,794 (+13%)
Value$14.0M (+$439.9K)
Filed 2026-11-04
Farmers & Merchants Investments Inc
DECREASED
Shares68,234 from 68,281
Change-47 (0%)
Value$13.9M (-$1.3M)
Filed 2026-10-22
Jamison Private Wealth Management, Inc.
INCREASED
Shares67,816 from 67,268
Change+548 (+1%)
Value$13.8M (-$1.2M)
Filed 2026-10-14
Bank Pictet & Cie (Europe) AG
INCREASED
Shares67,388 from 66,190
Change+1,198 (+2%)
Value$13.7M (-$1.0M)
Filed 2026-10-20
Amalgamated Bank
DECREASED
Shares67,158 from 68,887
Change-1,729 (-3%)
Value$13.7K (-$15.3M)
Filed 2026-10-23
Pinnacle Associates LTD
DECREASED
Shares67,090 from 68,800
Change-1,710 (-2%)
Value$13.7M (-$1.7M)
Filed 2026-10-20
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED
Shares65,682 from 74,698
Change-9,016 (-12%)
Value$13.4M (-$3.3M)
Filed 2026-10-19
Calamos Wealth Management LLC
DECREASED
Shares64,312 from 65,439
Change-1,127 (-2%)
Value$13.1M (-$1.5M)
Filed 2026-11-02
TCV Trust & Wealth Management, Inc.
DECREASED
Shares64,293 from 64,583
Change-290 (0%)
Value$13.1M (-$1.3M)
Filed 2026-10-16
Buck Wealth Strategies, LLC
INCREASED
Shares64,126 from 62,394
Change+1,732 (+3%)
Value$13.1M (-$829.9K)
Filed 2026-10-28
Robeco Institutional Asset Management B.V.
DECREASED
Shares61,741 from 62,537
Change-796 (-1%)
Value$12.6M (-$1.3M)
Filed 2026-10-20
Tompkins Financial Corp
DECREASED
Shares61,739 from 63,005
Change-1,266 (-2%)
Value$12.6M (-$1.5M)
Filed 2026-10-05
Boston Common Asset Management, LLC
INCREASED
Shares61,131 from 55,895
Change+5,236 (+9%)
Value$12.5M (+$8.0K)
Filed 2026-10-13
Perryman Financial Advisory Inc
INCREASED
Shares60,355 from 60,249
Change+106 (+0%)
Value$12.3M (-$1.1M)
Filed 2026-10-16
BI Asset Management Fondsmaeglerselskab A/S
DECREASED
Shares59,411 from 92,539
Change-33,128 (-36%)
Value$12.1K (-$20.6M)
Filed 2026-10-22
Associated Banc-Corp
DECREASED
Shares59,134 from 59,572
Change-438 (-1%)
Value$12.1M (-$1.2M)
Filed 2026-10-30
Moors & Cabot, Inc.
DECREASED
Shares58,958 from 59,733
Change-775 (-1%)
Value$12.0M (-$1.3M)
Filed 2026-11-06
Hantz Financial Services, Inc.
DECREASED
Shares58,077 from 59,985
Change-1,908 (-3%)
Value$11.8K (-$13.4M)
Filed 2026-11-09
ProShare Advisors LLC
INCREASED
Shares57,518 from 56,572
Change+946 (+2%)
Value$11.7M (-$879.7K)
Filed 2026-10-29
BLB&B Advisors, LLC
DECREASED
Shares57,037 from 57,278
Change-241 (0%)
Value$11.6M (-$1.1M)
Filed 2026-10-27
Danica Pension, Livsforsikringsaktieselskab
UNCHANGED
Shares56,566 from 56,566
Change0 (0%)
Value$11.5M (-$1.1M)
Filed 2026-11-09
Penn Davis Mcfarland Inc
DECREASED
Shares56,320 from 56,370
Change-50 (0%)
Value$11.5M (-$1.1M)
Filed 2026-10-23
New York Life Investment Management LLC
INCREASED
Shares55,753 from 55,511
Change+242 (+0%)
Value$11.4M (-$1.0M)
Filed 2026-11-04
HFR Wealth Management, LLC
DECREASED
Shares54,695 from 55,935
Change-1,240 (-2%)
Value$11.2M (-$1.3M)
Filed 2026-11-09
Police & Firemen's Retirement System of New Jersey
DECREASED
Shares54,679 from 55,801
Change-1,122 (-2%)
Value$11.2M (-$1.3M)
Filed 2026-11-09
Lyell Wealth Management, LP
DECREASED
Shares54,216 from 55,561
Change-1,345 (-2%)
Value$11.1M (-$1.3M)
Filed 2026-10-30
TLW Wealth Management, LLC
INCREASED
Shares53,907 from 52,959
Change+948 (+2%)
Value$11.0M (-$810.8K)
Filed 2026-10-27
Avanza Fonder AB
INCREASED
Shares53,801 from 46,156
Change+7,645 (+17%)
Value$11.0M (+$683.9K)
Filed 2026-10-13
Brookstone Capital Management
INCREASED
Shares53,786 from 53,282
Change+504 (+1%)
Value$11.0M (-$907.4K)
Filed 2026-10-22
Davenport & Co LLC
DECREASED
Shares53,485 from 56,953
Change-3,468 (-6%)
Value$10.9M (-$1.8M)
Filed 2026-10-14
UMB Bank, n.a.
DECREASED
Shares53,128 from 55,000
Change-1,872 (-3%)
Value$10.8M (-$1.4M)
Filed 2026-11-06
Prospera Financial Services Inc
DECREASED
Shares52,813 from 56,232
Change-3,419 (-6%)
Value$12.3M (-$206.7K)
Filed 2026-11-04
Motco
INCREASED
Shares52,239 from 52,109
Change+130 (+0%)
Value$10.7M (-$961.5K)
Filed 2026-11-09
Galvin, Gaustad & Stein, LLC
DECREASED
Shares52,175 from 55,006
Change-2,831 (-5%)
Value$10.6M (-$1.6M)
Filed 2026-10-08
Cornerstone Advisors, LLC
INCREASED
Shares50,541 from 18,897
Change+31,644 (+167%)
Value$10.3M (+$6.1M)
Filed 2026-11-06
Ninety One North America, Inc.
DECREASED
Shares49,696 from 54,194
Change-4,498 (-8%)
Value$10.1M (-$1.9M)
Filed 2026-10-15
Generate Investment Management Ltd
DECREASED
Shares49,507 from 77,104
Change-27,597 (-36%)
Value$10.1M (-$7.1M)
Filed 2026-10-14
Fulcrum Capital LLC
INCREASED
Shares49,226 from 47,571
Change+1,655 (+3%)
Value$10.0M (-$564.5K)
Filed 2026-10-15
Washington Trust Co
INCREASED
Shares49,191 from 48,965
Change+226 (+0%)
Value$10.0M (-$882.3K)
Filed 2026-10-22
Miller Howard Investments Inc
INCREASED
Shares48,987 from 48,031
Change+956 (+2%)
Value$10.0M (-$715.8K)
Filed 2026-10-26
City Holding Co
DECREASED
Shares48,840 from 49,867
Change-1,027 (-2%)
Value$10.0M (-$1.2M)
Filed 2026-10-19
Burns J W & Co Inc
INCREASED
Shares47,319 from 46,578
Change+741 (+2%)
Value$9.6M (-$732.0K)
Filed 2026-10-20
McKinley Carter Wealth Services, Inc.
INCREASED
Shares46,186 from 45,783
Change+403 (+1%)
Value$9.4M (-$785.9K)
Filed 2026-10-16
Private Advisory Group LLC
DECREASED
Shares46,108 from 46,176
Change-68 (0%)
Value$9.4M (-$889.2K)
Filed 2026-11-06
HB Wealth Management, LLC
INCREASED
Shares46,106 from 45,758
Change+348 (+1%)
Value$9.4M (-$796.7K)
Filed 2026-10-23
Money Concepts Capital Corp
INCREASED
Shares45,939 from 23,670
Change+22,269 (+94%)
Value$9.4M (+$4.1M)
Filed 2026-11-06
Oregon Public Employees Retirement Fund
INCREASED
Shares45,680 from 45,421
Change+259 (+1%)
Value$9.3M (-$808.4K)
Filed 2026-10-30
OP Asset Management Ltd
INCREASED
Shares45,077 from 44,047
Change+1,030 (+2%)
Value$9.2M (-$625.1K)
Filed 2026-11-05
Mattern Capital Management, LLC
INCREASED
Shares44,763 from 44,162
Change+601 (+1%)
Value$9.1M (-$714.8K)
Filed 2026-11-02
Keybank National Association
DECREASED
Shares44,185 from 46,081
Change-1,896 (-4%)
Value$9.0M (-$1.3M)
Filed 2026-11-04
Concurrent Investment Advisors, LLC
INCREASED
Shares44,034 from 42,732
Change+1,302 (+3%)
Value$9.0M (-$544.5K)
Filed 2026-10-16
Carnegie Investment Counsel
DECREASED
Shares43,899 from 45,170
Change-1,271 (-3%)
Value$9.0M (-$1.1M)
Filed 2026-10-20
Thrivent Financial for Lutherans
INCREASED
Shares43,541 from 37,209
Change+6,332 (+17%)
Value$8.8K (-$8.3M)
Filed 2026-11-05
Yousif Capital Management, LLC
INCREASED
Shares43,537 from 43,426
Change+111 (+0%)
Value$8.9M (-$800.7K)
Filed 2026-10-22
First Citizens Bank & Trust Co
DECREASED
Shares43,279 from 43,986
Change-707 (-2%)
Value$8.8M (-$978.1K)
Filed 2026-10-14
GHP Investment Advisors, Inc.
INCREASED
Shares42,375 from 38,771
Change+3,604 (+9%)
Value$8.6M (-$383)
Filed 2026-10-15
WoodTrust Financial Corp
DECREASED
Shares42,165 from 42,456
Change-291 (-1%)
Value$8.6K (-$9.5M)
Filed 2026-10-09
TSP Capital Management Group, LLC
UNCHANGED
Shares41,465 from 41,465
Change0 (0%)
Value$8.5M (-$786.2K)
Filed 2026-10-15
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares41,385 from 44,495
Change-3,110 (-7%)
Value$8.4M (-$1.5M)
Filed 2026-10-05
Exchange Traded Concepts, LLC
INCREASED
Shares41,218 from 15,943
Change+25,275 (+159%)
Value$8.4M (+$4.9M)
Filed 2026-10-28
Marietta Wealth Management, LLC
INCREASED
Shares40,535 from 40,002
Change+533 (+1%)
Value$8.7M (-$170.2K)
Filed 2026-10-22
Purus Wealth Management, LLC
DECREASED
Shares40,153 from 40,390
Change-237 (-1%)
Value$8.2M (-$814.1K)
Filed 2026-10-15
First Horizon Corp
DECREASED
Shares39,651 from 39,718
Change-67 (0%)
Value$8.1M (-$766.7K)
Filed 2026-10-26
Vest Financial, LLC
DECREASED
Shares39,199 from 39,647
Change-448 (-1%)
Value$8.0M (-$843.1K)
Filed 2026-10-21
Highland Capital Management, LLC
INCREASED
Shares38,903 from 38,789
Change+114 (+0%)
Value$7.9M (-$712.2K)
Filed 2026-10-26
Mutual of America Capital Management LLC
DECREASED
Shares38,080 from 38,147
Change-67 (0%)
Value$7.8M (-$736.9K)
Filed 2026-10-23
Ethic Inc.
INCREASED
Shares37,959 from 34,749
Change+3,210 (+9%)
Value$7.7M (-$4.2K)
Filed 2026-11-03
Sigma Planning Corp
DECREASED
Shares37,723 from 38,200
Change-477 (-1%)
Value$7.7M (-$821.2K)
Filed 2026-10-23
Journey Advisory Group, LLC
INCREASED
Shares37,315 from 36,678
Change+637 (+2%)
Value$7.6M (-$565.7K)
Filed 2026-11-04
Nordwand Advisors, LLC
DECREASED
Shares36,444 from 36,619
Change-175 (0%)
Value$7.4M (-$730.0K)
Filed 2026-11-05
Beacon Investment Advisory Services, Inc.
DECREASED
Shares36,378 from 36,945
Change-567 (-2%)
Value$7.4M (-$816.1K)
Filed 2026-10-13
Farther Finance Advisors, LLC
INCREASED
Shares36,347 from 27,657
Change+8,690 (+31%)
Value$7.4M (+$1.2M)
Filed 2026-10-08
Meiji Yasuda America Inc
INCREASED
Shares36,048 from 29,369
Change+6,679 (+23%)
Value$7.4M (+$805.1K)
Filed 2026-10-22
Ag2r LA Mondiale Gestion D'actifs
INCREASED
Shares35,818 from 23,720
Change+12,098 (+51%)
Value$7.3M (+$2.0M)
Filed 2026-10-26
Masterinvest Kapitalanlage GmbH
DECREASED
Shares35,634 from 35,786
Change-152 (0%)
Value$7.3M (-$709.5K)
Filed 2026-11-03
State of Alaska, Department of Revenue
DECREASED
Shares35,217 from 36,200
Change-983 (-3%)
Value$7.2K (-$8.1M)
Filed 2026-10-15
Bank Julius Baer & Co. Ltd, Zurich
DECREASED
Shares35,185 from 48,356
Change-13,171 (-27%)
Value$7.2M (-$3.6M)
Filed 2026-10-29
J.W. Cole Advisors, Inc.
INCREASED
Shares35,066 from 34,694
Change+372 (+1%)
Value$7.2M (-$581.9K)
Filed 2026-11-05
United Asset Strategies, Inc.
INCREASED
Shares34,629 from 33,563
Change+1,066 (+3%)
Value$7.1M (-$419.1K)
Filed 2026-10-28
Duff & Phelps Investment Management Co
INCREASED
Shares34,524 from 23,795
Change+10,729 (+45%)
Value$7.0M (+$1.7M)
Filed 2026-11-06
J. Safra Sarasin Holding AG
INCREASED
Shares34,379 from 2,161
Change+32,218 (+1491%)
Value$7.1M (+$6.6M)
Filed 2026-10-26
Strategic Advisors LLC
DECREASED
Shares34,043 from 34,840
Change-797 (-2%)
Value$6.9M (-$823.0K)
Filed 2026-10-13
DLK Investment Management, LLC
INCREASED
Shares33,643 from 33,400
Change+243 (+1%)
Value$6.9M (-$265.1K)
Filed 2026-10-09
Atria Investments, Inc
INCREASED
Shares33,380 from 31,183
Change+2,197 (+7%)
Value$6.8M (-$143.3K)
Filed 2026-10-15
Asset Advisors Investment Management, LLC
DECREASED
Shares33,088 from 33,736
Change-648 (-2%)
Value$6.7M (-$771.8K)
Filed 2026-10-19
Ascent Wealth Partners, LLC
INCREASED
Shares32,989 from 32,867
Change+122 (+0%)
Value$6.7M (-$598.3K)
Filed 2026-10-23
Inlet Private Wealth, LLC
UNCHANGED
Shares32,681 from 32,681
Change0 (0%)
Value$6.7M (-$619.6K)
Filed 2026-10-21
Belpointe Asset Management LLC
DECREASED
Shares32,386 from 32,867
Change-481 (-1%)
Value$6.6M (-$721.2K)
Filed 2026-11-09
Mather Group, Llc.
INCREASED
Shares31,940 from 18,229
Change+13,711 (+75%)
Value$6.5M (+$2.5M)
Filed 2026-10-14
Wealthcare Advisory Partners LLC
INCREASED
Shares31,612 from 23,344
Change+8,268 (+35%)
Value$6.4M (+$1.2M)
Filed 2026-10-21
Strategy Asset Managers LLC
INCREASED
Shares31,368 from 31,223
Change+145 (+0%)
Value$6.4M (-$562.4K)
Filed 2026-10-14
Leavell Investment Management, Inc.
DECREASED
Shares31,360 from 31,920
Change-560 (-2%)
Value$6.4M (-$719.4K)
Filed 2026-11-09
LVM Capital Management LTD
INCREASED
Shares30,987 from 30,883
Change+104 (+0%)
Value$6.3M (+$6.3M)
Filed 2026-10-20
Baillie Gifford & Co
NEW
Shares30,771
Change+30,771
Value$6.3M
Filed 2026-11-09
Globalt Investments LLC / GA
DECREASED
Shares30,637 from 31,639
Change-1,002 (-3%)
Value$6.2M (-$804.3K)
Filed 2026-10-27
Gulf International Bank (UK) Ltd
UNCHANGED
Shares30,624 from 30,624
Change0 (0%)
Value$6.2K (-$6.8M)
Filed 2026-10-20
Trust Co of Vermont
DECREASED
Shares30,509 from 30,592
Change-83 (0%)
Value$6.2M (-$596.9K)
Filed 2026-10-21
Royal Fund Management, LLC
INCREASED
Shares30,455 from 29,001
Change+1,454 (+5%)
Value$6.2M (-$253.5K)
Filed 2026-10-22
Mizuho Securities USA LLC
INCREASED
Shares30,349 from 28,924
Change+1,425 (+5%)
Value$6.6M (+$196.3K)
Filed 2026-11-09
RBA Wealth Management, LLC
INCREASED
Shares30,109 from 28,816
Change+1,293 (+4%)
Value$6.1M (-$282.7K)
Filed 2026-10-28
Burling Wealth Partners, LLC
DECREASED
Shares29,654 from 29,988
Change-334 (-1%)
Value$6.0M (-$636.7K)
Filed 2026-11-09
Jericho Financial, LLP
INCREASED
Shares29,640 from 29,189
Change+451 (+2%)
Value$6.0M (-$461.6K)
Filed 2026-10-13
Decker Wealth Management LLC
INCREASED
Shares29,470 from 25,725
Change+3,745 (+15%)
Value$6.0M (+$276.0K)
Filed 2026-10-09
Harbour Investments, Inc.
DECREASED
Shares29,182 from 35,408
Change-6,226 (-18%)
Value$6.0M (-$1.9M)
Filed 2026-11-09
Salem Investment Counselors Inc
DECREASED
Shares28,800 from 29,288
Change-488 (-2%)
Value$5.9M (-$654.8K)
Filed 2026-10-13
Williams Jones Wealth Management, Llc.
INCREASED
Shares28,422 from 28,126
Change+296 (+1%)
Value$5.8M (-$472.9K)
Filed 2026-11-05
Nicholas Company, Inc.
NEW
Shares28,385
Change+28,385
Value$5.8M
Filed 2026-11-05
Motley Fool Asset Management LLC
INCREASED
Shares28,328 from 27,528
Change+800 (+3%)
Value$5.8M (-$358.8K)
Filed 2026-10-27
Diversify Advisory Services, LLC
INCREASED
Shares28,141 from 27,101
Change+1,040 (+4%)
Value$6.3M (-$138.4K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares28,141 from 27,101
Change+1,040 (+4%)
Value$6.3M (-$138.4K)
Filed 2026-10-20
Crossmark Global Holdings, Inc.
DECREASED
Shares28,051 from 28,132
Change-81 (0%)
Value$5.7M (-$549.9K)
Filed 2026-10-21
Union Bancaire Privee, UBP SA
DECREASED
Shares27,824 from 77,193
Change-49,369 (-64%)
Value$5.2M (-$10.2M)
Filed 2026-11-04
NTV Asset Management LLC
INCREASED
Shares27,792 from 23,584
Change+4,208 (+18%)
Value$5.7M (+$411.0K)
Filed 2026-10-23
Evergreen Private Wealth LLC
INCREASED
Shares27,307 from 26,279
Change+1,028 (+4%)
Value$5.6M (-$288.6K)
Filed 2026-10-30
River Wealth Advisors LLC
DECREASED
Shares27,252 from 33,652
Change-6,400 (-19%)
Value$5.6M (-$1.9M)
Filed 2026-11-09
Intech Investment Management LLC
INCREASED
Shares27,251 from 24,613
Change+2,638 (+11%)
Value$5.6M (+$71.3K)
Filed 2026-11-09
Pinkerton Wealth, LLC
INCREASED
Shares27,214 from 25,208
Change+2,006 (+8%)
Value$5.5M (-$243.0K)
Filed 2026-10-29
Hendley & Co Inc
NEW
Shares27,070
Change+27,070
Value$5.5K
Filed 2026-10-29
BAR Harbor Wealth Management
INCREASED
Shares27,049 from 26,994
Change+55 (+0%)
Value$5.5M (-$500.6K)
Filed 2026-10-21
Chapman Investment Management, LLC
NEW
Shares27,026
Change+27,026
Value$5.5M
Filed 2026-11-03
Schnieders Capital Management, Llc.
DECREASED
Shares26,983 from 28,727
Change-1,744 (-6%)
Value$5.5M (-$900.3K)
Filed 2026-11-09
True Freedom Investing, LLC
INCREASED
Shares26,743 from 24,494
Change+2,249 (+9%)
Value$5.5M (-$175.0K)
Filed 2026-10-29
Sitrin Capital Management LLC
DECREASED
Shares26,437 from 27,493
Change-1,056 (-4%)
Value$5.4M (-$736.6K)
Filed 2026-10-19
Hall Laurie J Trustee
DECREASED
Shares26,431 from 26,730
Change-299 (-1%)
Value$5.4M (-$567.8K)
Filed 2026-10-06
Vise Technologies, Inc.
DECREASED
Shares26,426 from 28,807
Change-2,381 (-8%)
Value$5.4M (-$1.0M)
Filed 2026-10-29
Asset One Wealth Management LLC
INCREASED
Shares25,857 from 23,681
Change+2,176 (+9%)
Value$5.3M (-$240.3K)
Filed 2026-11-02
Oak Thistle LLC
INCREASED
Shares24,703 from 5,245
Change+19,458 (+371%)
Value$5.0M (+$3.9M)
Filed 2026-10-21
First National Bank of Mount Dora, Trust Investment Services
DECREASED
Shares24,672 from 32,730
Change-8,058 (-25%)
Value$5.0M (-$2.3M)
Filed 2026-10-21
Kestra Private Wealth Services, LLC
DECREASED
Shares24,535 from 24,548
Change-13 (0%)
Value$5.0M (-$468.1K)
Filed 2026-11-06
Titleist Asset Management, LLC
INCREASED
Shares24,466 from 11,976
Change+12,490 (+104%)
Value$5.0M (+$2.3M)
Filed 2026-10-08
Toth Financial Advisory Corp
DECREASED
Shares24,429 from 24,594
Change-165 (-1%)
Value$5.0M (-$500.1K)
Filed 2026-10-08
Central Trust Co
DECREASED
Shares24,371 from 25,038
Change-667 (-3%)
Value$5.0M (-$610.7K)
Filed 2026-11-05
Principle Wealth Partners LLC
INCREASED
Shares24,339 from 24,231
Change+108 (+0%)
Value$5.0M (-$437.3K)
Filed 2026-11-02
Hamilton Point Investment Advisors, LLC
DECREASED
Shares24,220 from 24,232
Change-12 (0%)
Value$4.9M (-$461.9K)
Filed 2026-11-03
Bowen Hanes & Co Inc
DECREASED
Shares24,049 from 24,629
Change-580 (-2%)
Value$4.9M (-$755.4K)
Filed 2026-11-09
Community Financial Services Group, LLC
DECREASED
Shares23,848 from 24,237
Change-389 (-2%)
Value$4.8M (-$616.1K)
Filed 2026-10-15
L. Roy Papp & Associates, LLP
INCREASED
Shares23,723 from 18,969
Change+4,754 (+25%)
Value$4.8M (+$609.8K)
Filed 2026-10-21
Allworth Financial LP
INCREASED
Shares23,634 from 22,026
Change+1,608 (+7%)
Value$5.3M (+$358.2K)
Filed 2026-11-06
Signet Investment Advisory Group, Inc.
INCREASED
Shares23,479 from 22,590
Change+889 (+4%)
Value$4.8M (-$247.0K)
Filed 2026-10-30
Inspire Investing, LLC
INCREASED
Shares23,427 from 22,684
Change+743 (+3%)
Value$4.8M (-$278.6K)
Filed 2026-10-22
Rockline Wealth Management, LLC
DECREASED
Shares23,347 from 23,826
Change-479 (-2%)
Value$4.8M (-$549.6K)
Filed 2026-10-26
Wilmington Savings Fund Society, FSB
INCREASED
Shares23,223 from 5,521
Change+17,702 (+321%)
Value$4.7M (+$3.5M)
Filed 2026-10-23
Westhampton Capital, LLC
DECREASED
Shares23,160 from 23,260
Change-100 (0%)
Value$4.7M (-$461.4K)
Filed 2026-10-30
Maryland State Retirement & Pension System
INCREASED
Shares23,076 from 20,040
Change+3,036 (+15%)
Value$4.7M (+$239.1K)
Filed 2026-11-05
Naples Global Advisors, LLC
INCREASED
Shares23,035 from 21,765
Change+1,270 (+6%)
Value$4.7M (-$153.7K)
Filed 2026-11-05
Moran Wealth Management, LLC
INCREASED
Shares22,673 from 22,447
Change+226 (+1%)
Value$4.6M (-$379.5K)
Filed 2026-10-22
Choreo, LLC
DECREASED
Shares22,472 from 22,902
Change-430 (-2%)
Value$4.6M (-$521.7K)
Filed 2026-10-28
BCS Private Wealth Management, Inc.
DECREASED
Shares22,432 from 22,665
Change-233 (-1%)
Value$4.6M (-$477.3K)
Filed 2026-11-09
Bryn Mawr Trust Advisors, LLC
INCREASED
Shares22,381 from 1,362
Change+21,019 (+1543%)
Value$4.6M (+$4.3M)
Filed 2026-11-04
ASR Vermogensbeheer N.V.
INCREASED
Shares22,361 from 16,523
Change+5,838 (+35%)
Value$4.6M (+$877.5K)
Filed 2026-10-16
LS Investment Advisors, LLC
DECREASED
Shares22,293 from 24,972
Change-2,679 (-11%)
Value$4.5M (-$1.0M)
Filed 2026-10-13
Romano Brothers and Company
DECREASED
Shares22,110 from 22,510
Change-400 (-2%)
Value$4.5M (-$508.4K)
Filed 2026-10-22
Jacobi Capital Management LLC
INCREASED
Shares22,109 from 21,294
Change+815 (+4%)
Value$4.5M (-$237.7K)
Filed 2026-11-05
Vertrix Wealth Management, LLC
INCREASED
Shares21,974 from 20,447
Change+1,527 (+7%)
Value$4.5M (-$76.3K)
Filed 2026-10-13
Prevail Innovative Wealth Advisors, LLC
INCREASED
Shares21,797 from 12,674
Change+9,123 (+72%)
Value$4.6M (+$1.7M)
Filed 2026-10-20
Ascent Group, LLC
INCREASED
Shares21,775 from 21,200
Change+575 (+3%)
Value$4.4M (-$284.7K)
Filed 2026-10-30
Great Diamond Partners, LLC
INCREASED
Shares21,748 from 21,460
Change+288 (+1%)
Value$4.4M (-$348.1K)
Filed 2026-10-13
Conning Inc.
INCREASED
Shares21,575 from 20,591
Change+984 (+5%)
Value$4.4M (-$189.8K)
Filed 2026-10-27
Strategic Wealth Investment Group, LLC
DECREASED
Shares21,331 from 21,999
Change-668 (-3%)
Value$4.3M (-$553.4K)
Filed 2026-10-29
Ritholtz Wealth Management
DECREASED
Shares21,239 from 21,376
Change-137 (-1%)
Value$4.3M (-$433.4K)
Filed 2026-11-05
Patrick Mauro Investment Advisor, Inc.
INCREASED
Shares21,173 from 21,128
Change+45 (+0%)
Value$4.3M (-$391.4K)
Filed 2026-11-06
Prime Capital Investment Advisors, LLC
DECREASED
Shares21,099 from 22,230
Change-1,131 (-5%)
Value$4.3M (-$652.2K)
Filed 2026-10-20
AlphaCore Capital LLC
INCREASED
Shares20,984 from 19,642
Change+1,342 (+7%)
Value$4.3M (-$98.8K)
Filed 2026-11-04
Intesa Sanpaolo Wealth Management
DECREASED
Shares20,726 from 43,768
Change-23,042 (-53%)
Value$4.2M (-$5.5M)
Filed 2026-10-28
Mystic Asset Management, Inc.
DECREASED
Shares20,395 from 20,693
Change-298 (-1%)
Value$4.2M (-$453.1K)
Filed 2026-10-15
Arjuna Capital
INCREASED
Shares20,350 from 20,145
Change+205 (+1%)
Value$4.1M (-$340.1K)
Filed 2026-11-03
Telos Capital Management, Inc.
INCREASED
Shares20,272 from 19,882
Change+390 (+2%)
Value$4.1M (-$297.4K)
Filed 2026-11-02
RWC Asset Management LLP
UNCHANGED
Shares20,236 from 20,236
Change0 (0%)
Value$4.1M (-$383.7K)
Filed 2026-10-22
Annex Advisory Services, LLC
INCREASED
Shares20,175 from 19,872
Change+303 (+2%)
Value$4.1M (-$315.1K)
Filed 2026-10-16
Beacon Financial Group
INCREASED
Shares20,148 from 20,084
Change+64 (+0%)
Value$4.1M (-$367.6K)
Filed 2026-10-19
Hall Capital Management Co Inc
DECREASED
Shares20,110 from 20,231
Change-121 (-1%)
Value$4.1M (-$408.3K)
Filed 2026-11-09
Hartford Investment Management Co
DECREASED
Shares19,997 from 20,473
Change-476 (-2%)
Value$4.1M (-$485.2K)
Filed 2026-11-04
Coastline Trust Co
DECREASED
Shares19,687 from 20,042
Change-355 (-2%)
Value$4.0M (-$452.4K)
Filed 2026-10-01
Cornerstone Wealth Group, LLC
INCREASED
Shares19,560 from 1,548
Change+18,012 (+1164%)
Value$4.0M (+$3.6M)
Filed 2026-11-02
Stanley-Laman Group, Ltd.
DECREASED
Shares19,555 from 19,874
Change-319 (-2%)
Value$4.0M (-$441.8K)
Filed 2026-10-20
Hennion & Walsh Asset Management, Inc.
DECREASED
Shares19,544 from 24,952
Change-5,408 (-22%)
Value$4.0M (-$1.6M)
Filed 2026-10-13
MGO One Seven LLC
INCREASED
Shares19,420 from 16,154
Change+3,266 (+20%)
Value$4.0M (+$359.9K)
Filed 2026-10-28
Lido Advisors, LLC
DECREASED
Shares19,221 from 23,068
Change-3,847 (-17%)
Value$3.9M (-$1.2M)
Filed 2026-11-04
Trust Co of Toledo NA
DECREASED
Shares19,017 from 19,402
Change-385 (-2%)
Value$3.9M (-$446.4K)
Filed 2026-10-16
EagleClaw Capital Managment, LLC
INCREASED
Shares18,624 from 18,271
Change+353 (+2%)
Value$3.8M (-$274.4K)
Filed 2026-11-06
New Mexico Educational Retirement Board
UNCHANGED
Shares18,566 from 18,566
Change0 (0%)
Value$3.8K (-$4.1M)
Filed 2026-11-05
Y.D. More Investments Ltd
INCREASED
Shares18,481 from 17,733
Change+748 (+4%)
Value$3.8M (+$3.1M)
Filed 2026-11-02
Nikulski Financial, Inc.
INCREASED
Shares18,468 from 17,703
Change+765 (+4%)
Value$3.8M (-$179.7K)
Filed 2026-11-06
Providence Wealth Advisors, LLC
DECREASED
Shares18,432 from 18,447
Change-15 (0%)
Value$3.8M (-$424.6K)
Filed 2026-10-29
Alps Advisors Inc
DECREASED
Shares18,308 from 18,633
Change-325 (-2%)
Value$3.7M (-$419.6K)
Filed 2026-11-03
Louisiana State Employees Retirement System
DECREASED
Shares18,300 from 18,900
Change-600 (-3%)
Value$3.7M (-$480.7K)
Filed 2026-10-20
Radnor Capital Management, LLC
UNCHANGED
Shares18,221 from 18,221
Change0 (0%)
Value$3.7M (-$345.5K)
Filed 2026-10-23
Independence Bank of Kentucky
DECREASED
Shares18,196 from 18,319
Change-123 (-1%)
Value$3.7M (-$372.4K)
Filed 2026-10-26
Chemung Canal Trust Co
DECREASED
Shares17,996 from 18,523
Change-527 (-3%)
Value$3.7M (-$458.7K)
Filed 2026-11-04
Shrier Wealth Management, LLC
INCREASED
Shares17,753 from 17,748
Change+5 (+0%)
Value$3.6M (-$335.4K)
Filed 2026-10-20
Lakeside Advisors, Inc.
DECREASED
Shares17,727 from 17,986
Change-259 (-1%)
Value$3.6M (-$393.9K)
Filed 2026-10-20
Stenger Family Office, LLC
INCREASED
Shares17,622 from 13,308
Change+4,314 (+32%)
Value$3.7M (+$766.7K)
Filed 2026-10-22
Robertson Stephens Wealth Management, LLC
INCREASED
Shares17,057 from 16,827
Change+230 (+1%)
Value$3.5M (-$272.0K)
Filed 2026-10-16
Dynamic Advisor Solutions LLC
DECREASED
Shares17,009 from 17,157
Change-148 (-1%)
Value$3.5M (-$355.4K)
Filed 2026-10-13
Argent Trust Co
DECREASED
Shares16,945 from 19,057
Change-2,112 (-11%)
Value$3.5M (-$792.0K)
Filed 2026-11-09
Torrey Growth & Income Advisors
INCREASED
Shares16,916 from 16,915
Change+1 (+0%)
Value$3.5M (-$311.6K)
Filed 2026-11-04
Merit Financial Group, LLC
INCREASED
Shares16,823 from 16,656
Change+167 (+1%)
Value$3.4M (-$282.0K)
Filed 2026-11-06
Home Federal Bank of Tennessee
INCREASED
Shares16,806 from 16,786
Change+20 (+0%)
Value$3.4M (-$314.2K)
Filed 2026-10-15
Old Port Advisors
DECREASED
Shares16,603 from 16,785
Change-182 (-1%)
Value$3.4M (-$355.4K)
Filed 2026-10-23
HighPoint Advisor Group LLC
DECREASED
Shares16,564 from 16,844
Change-280 (-2%)
Value$3.4M (-$376.4K)
Filed 2026-11-09
YHB Investment Advisors, Inc.
INCREASED
Shares16,438 from 15,434
Change+1,004 (+7%)
Value$3.4M (-$87.9K)
Filed 2026-10-08
Bfsg, LLC
INCREASED
Shares16,399 from 16,354
Change+45 (+0%)
Value$3.3M (-$300.9K)
Filed 2026-10-30
Chicago Capital, LLC
DECREASED
Shares16,354 from 16,421
Change-67 (0%)
Value$3.3M (-$324.9K)
Filed 2026-10-13
Perigon Wealth Management, LLC
DECREASED
Shares16,328 from 25,119
Change-8,791 (-35%)
Value$3.3M (-$2.3M)
Filed 2026-10-22
Aaron Wealth Advisors LLC
DECREASED
Shares16,313 from 16,790
Change-477 (-3%)
Value$3.3M (-$415.6K)
Filed 2026-10-13
Mitchell & Pahl Private Wealth, LLC
INCREASED
Shares16,255 from 15,692
Change+563 (+4%)
Value$3.3M (-$182.7K)
Filed 2026-10-14
M3 Wealth Management, LLC
INCREASED
Shares16,094 from 15,905
Change+189 (+1%)
Value$3.3M (-$263.0K)
Filed 2026-11-09
Independent Financial Group, LLC
DECREASED
Shares15,941 from 16,675
Change-734 (-4%)
Value$3.3M (-$465.8K)
Filed 2026-10-13
Ldic Inc.
INCREASED
Shares15,865 from 14,660
Change+1,205 (+8%)
Value$3.2M (-$32.2K)
Filed 2026-10-14
Ashton Thomas Private Wealth, LLC
DECREASED
Shares15,824 from 15,951
Change-127 (-1%)
Value$3.2M (-$328.3K)
Filed 2026-11-03
GPM Growth Investors, Inc.
DECREASED
Shares15,819 from 16,050
Change-231 (-1%)
Value$3.2M (-$351.4K)
Filed 2026-10-30
Guardian Wealth Management, Inc.
INCREASED
Shares15,645 from 15,627
Change+18 (+0%)
Value$3.2M (-$292.6K)
Filed 2026-10-30
Level Four Advisory Services, LLC
INCREASED
Shares15,569 from 15,479
Change+90 (+1%)
Value$3.2M (-$275.0K)
Filed 2026-11-06
OFI Invest Asset Management
DECREASED
Shares15,499 from 16,444
Change-945 (-6%)
Value$2.8M (-$423.1K)
Filed 2026-11-06
Pathway Financial Advisers, LLC
INCREASED
Shares15,484 from 15,434
Change+50 (+0%)
Value$3.2M (-$282.4K)
Filed 2026-10-27
Pictet Bank & Trust Ltd
DECREASED
Shares15,350 from 15,900
Change-550 (-3%)
Value$3.1M (-$413.6K)
Filed 2026-10-21
Family Legacy, Inc.
INCREASED
Shares15,305 from 15,063
Change+242 (+2%)
Value$3.1M (-$236.4K)
Filed 2026-10-13
Generali Asset Management SPA SGR
INCREASED
Shares15,293 from 14,200
Change+1,093 (+8%)
Value$3.1M (-$46.3K)
Filed 2026-10-26
Citizens Financial Group Inc
DECREASED
Shares15,279 from 16,266
Change-987 (-6%)
Value$3.1M (-$509.5K)
Filed 2026-10-23
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED
Shares15,269 from 17,529
Change-2,260 (-13%)
Value$3.1M (-$793.2K)
Filed 2026-10-14
Praxis Investment Management Inc
DECREASED
Shares15,259 from 18,312
Change-3,053 (-17%)
Value$3.1K (-$4.1M)
Filed 2026-11-03
First National Trust Co
DECREASED
Shares15,169 from 16,693
Change-1,524 (-9%)
Value$3.1M (-$627.3K)
Filed 2026-10-28
Scott & Selber, Inc.
DECREASED
Shares15,062 from 15,090
Change-28 (0%)
Value$3.1M (-$291.7K)
Filed 2026-10-21
Inspire Trust Co, N.A.
NEW
Shares15,000
Change+15,000
Value$3.1M
Filed 2026-11-05
Advisors Management Group Inc
DECREASED
Shares14,996 from 15,079
Change-83 (-1%)
Value$3.1K (-$3.4M)
Filed 2026-11-05
Univest Financial Corp
INCREASED
Shares14,979 from 13,559
Change+1,420 (+10%)
Value$3.1M (+$32.4K)
Filed 2026-11-05
North Star Investment Management Corp.
DECREASED
Shares14,965 from 14,969
Change-4 (0%)
Value$3.1M (-$284.6K)
Filed 2026-10-27
Bokf, NA
DECREASED
Shares14,870 from 15,537
Change-667 (-4%)
Value$3.0M (-$430.6K)
Filed 2026-10-27
Cohen Capital Management, Inc.
UNCHANGED
Shares14,843 from 14,843
Change0 (0%)
Value$3.0M (-$281.4K)
Filed 2026-10-14
Encompass More Asset Management
NEW
Shares14,714
Change+14,714
Value$3.0M
Filed 2026-10-16
Rydar Equities, Inc.
INCREASED
Shares14,687 from 13,739
Change+948 (+7%)
Value$3.1M (-$212.1K)
Filed 2026-10-13
Secure Asset Management, LLC
INCREASED
Shares14,676 from 12,424
Change+2,252 (+18%)
Value$3.0M (+$223.7K)
Filed 2026-10-19
Great Valley Advisor Group, Inc.
INCREASED
Shares14,470 from 9,335
Change+5,135 (+55%)
Value$3.0M (+$870.5K)
Filed 2026-11-09
Grandview Asset Management LLC
DECREASED
Shares14,418 from 15,928
Change-1,510 (-9%)
Value$2.9M (-$609.9K)
Filed 2026-10-19
Sterling Investment Management, LLC
DECREASED
Shares14,372 from 14,390
Change-18 (0%)
Value$2.9M (-$276.5K)
Filed 2026-10-16
Third View Private Wealth, LLC
INCREASED
Shares14,286 from 14,155
Change+131 (+1%)
Value$2.9M (-$241.7K)
Filed 2026-10-30
Compass Wealth Management LLC
DECREASED
Shares14,263 from 14,388
Change-125 (-1%)
Value$2.9M (-$298.3K)
Filed 2026-10-22
Emerald Investment Advisers, LLC
DECREASED
Shares14,262 from 14,361
Change-99 (-1%)
Value$2.9M (-$292.5K)
Filed 2026-11-09
Wedbush Securities Inc
INCREASED
Shares14,242 from 14,150
Change+92 (+1%)
Value$2.9K (-$3.2M)
Filed 2026-10-22
Alkeme Wealth, LLC
UNCHANGED
Shares14,215 from 14,215
Change0 (0%)
Value$2.9M (-$269.4K)
Filed 2026-10-08
Fortis Group Advisors, LLC
DECREASED
Shares14,209 from 22,312
Change-8,103 (-36%)
Value$3.3M (-$1.7M)
Filed 2026-11-06
G&S Capital LLC
INCREASED
Shares14,151 from 12,614
Change+1,537 (+12%)
Value$2.9M (+$74.3K)
Filed 2026-10-23
E. Ohman J:or Asset Management AB
INCREASED
Shares14,127 from 10,197
Change+3,930 (+39%)
Value$2.9M (+$608.1K)
Filed 2026-10-22
Guyasuta Investment Advisors Inc
DECREASED
Shares14,009 from 14,552
Change-543 (-4%)
Value$2.9M (-$386.6K)
Filed 2026-10-15
Tokio Marine Asset Management Co LTD
INCREASED
Shares13,998 from 13,743
Change+255 (+2%)
Value$2.9M (-$208.6K)
Filed 2026-10-26
Kavar Capital Partners Group, LLC
DECREASED
Shares13,967 from 14,207
Change-240 (-2%)
Value$2.8M (-$318.3K)
Filed 2026-11-06
Security National Bank
INCREASED
Shares13,851 from 13,828
Change+23 (+0%)
Value$2.8M (-$257.5K)
Filed 2026-10-26
Y-Intercept (Hong Kong) Ltd
DECREASED
Shares13,780 from 14,765
Change-985 (-7%)
Value$2.8M (-$480.8K)
Filed 2026-10-16
American State Bank (Iowa)
INCREASED
Shares13,611 from 13,263
Change+348 (+3%)
Value$2.8M (-$180.5K)
Filed 2026-11-03
Intact Investment Management Inc.
NEW
Shares13,500
Change+13,500
Value$2.8M
Filed 2026-11-03
Aull & Monroe Investment Management Corp
DECREASED
Shares13,367 from 13,379
Change-12 (0%)
Value$2.7M (-$256.1K)
Filed 2026-10-16
Brown Shipley& Co Ltd
INCREASED
Shares13,252 from 13,004
Change+248 (+2%)
Value$2.7M (-$196.0K)
Filed 2026-10-09
Park Avenue Securities LLC
DECREASED
Shares13,217 from 14,622
Change-1,405 (-10%)
Value$2.7K (-$3.3M)
Filed 2026-10-26
Coldstream Capital Management Inc
DECREASED
Shares13,198 from 13,961
Change-763 (-5%)
Value$2.7M (-$420.4K)
Filed 2026-11-09
Hanson & Doremus Investment Management
INCREASED
Shares13,156 from 12,310
Change+846 (+7%)
Value$2.7K (-$2.7M)
Filed 2026-10-16
Parsons Capital Management Inc
INCREASED
Shares13,130 from 12,786
Change+344 (+3%)
Value$2.7M (-$172.3K)
Filed 2026-10-28
Greenleaf Trust
DECREASED
Shares13,118 from 14,301
Change-1,183 (-8%)
Value$2.7M (-$512.4K)
Filed 2026-10-29
Compound Planning, Inc.
DECREASED
Shares13,110 from 14,528
Change-1,418 (-10%)
Value$2.7M (-$564.6K)
Filed 2026-11-09
Enhancing Capital LLC
UNCHANGED
Shares13,100 from 13,100
Change0 (0%)
Value$2.7M (-$248.4K)
Filed 2026-10-26
Viking Fund Management LLC
UNCHANGED
Shares13,000 from 13,000
Change0 (0%)
Value$2.7M (-$246.5K)
Filed 2026-10-14
Brookmont Capital Management
INCREASED
Shares12,979 from 12,910
Change+69 (+1%)
Value$2.6M (-$230.7K)
Filed 2026-10-23
Zevenbergen Capital Investments LLC
INCREASED
Shares12,937 from 11,155
Change+1,782 (+16%)
Value$2.6M (+$151.9K)
Filed 2026-10-08
Griffin Asset Management, Inc.
INCREASED
Shares12,904 from 12,883
Change+21 (+0%)
Value$2.6M (-$240.0K)
Filed 2026-10-22
Obermeyer Wealth Partners
DECREASED
Shares12,788 from 12,839
Change-51 (0%)
Value$2.6M (-$253.9K)
Filed 2026-10-21
Americana Partners, LLC
DECREASED
Shares12,740 from 12,899
Change-159 (-1%)
Value$2.6M (-$277.2K)
Filed 2026-10-28
SVB Wealth LLC
DECREASED
Shares12,697 from 15,504
Change-2,807 (-18%)
Value$2.6M (-$866.5K)
Filed 2026-11-06
Woodmont Investment Counsel LLC
INCREASED
Shares12,688 from 12,683
Change+5 (+0%)
Value$2.6M (-$239.5K)
Filed 2026-10-29
Bell Asset Management Ltd
DECREASED
Shares12,659 from 22,189
Change-9,530 (-43%)
Value$2.6M (-$2.4M)
Filed 2026-10-08
Aldebaran Financial Inc.
INCREASED
Shares12,630 from 12,627
Change+3 (+0%)
Value$2.6M (-$238.8K)
Filed 2026-11-06
Northcape Wealth Management, LLC
INCREASED
Shares12,529 from 12,242
Change+287 (+2%)
Value$2.6M (-$173.5K)
Filed 2026-11-04
Caldwell Trust Co
DECREASED
Shares12,501 from 13,765
Change-1,264 (-9%)
Value$2.5M (-$518.7K)
Filed 2026-10-30
Sky Investment Group LLC
INCREASED
Shares12,437 from 11,824
Change+613 (+5%)
Value$2.5M (-$99.2K)
Filed 2026-10-30
Aries Wealth Management
INCREASED
Shares12,435 from 12,349
Change+86 (+1%)
Value$2.5M (-$216.6K)
Filed 2026-10-23
Koshinski Asset Management, Inc.
DECREASED
Shares12,425 from 12,528
Change-103 (-1%)
Value$2.5M (-$258.4K)
Filed 2026-10-29
Plimoth Trust Co LLC
INCREASED
Shares12,414 from 11,113
Change+1,301 (+12%)
Value$2.5M (+$54.6K)
Filed 2026-10-26
TKG Advisors, LLC
INCREASED
Shares12,356 from 11,825
Change+531 (+4%)
Value$2.5M (-$115.7K)
Filed 2026-11-02
Parallel Advisors, LLC
DECREASED
Shares12,298 from 12,628
Change-330 (-3%)
Value$2.5M (-$306.9K)
Filed 2026-11-03
ARQ Wealth Advisors, LLC
DECREASED
Shares12,235 from 15,022
Change-2,787 (-19%)
Value$2.5M (-$1.1M)
Filed 2026-10-29
Axxcess Wealth Management, LLC
DECREASED
Shares12,212 from 14,931
Change-2,719 (-18%)
Value$2.5M (-$837.8K)
Filed 2026-10-21
IFP Advisors, Inc
DECREASED
Shares12,207 from 12,427
Change-220 (-2%)
Value$2.5M (-$280.5K)
Filed 2026-10-16
Midwest Professional Planners, Ltd.
DECREASED
Shares11,946 from 12,514
Change-568 (-5%)
Value$2.4M (-$353.1K)
Filed 2026-10-29
First Premier Bank
UNCHANGED
Shares11,941 from 11,941
Change0 (0%)
Value$2.4K (-$227)
Filed 2026-10-13
Littlejohn Financial Services, Inc.
DECREASED
Shares11,814 from 11,992
Change-178 (-1%)
Value$2.4M (-$263.6K)
Filed 2026-11-06
Accretive Wealth Partners, LLC
INCREASED
Shares11,798 from 10,507
Change+1,291 (+12%)
Value$2.4M (+$64.0K)
Filed 2026-11-06
Correct Capital Wealth Management
INCREASED
Shares11,709 from 11,699
Change+10 (+0%)
Value$2.4M (-$219.7K)
Filed 2026-11-02
Polaris Financial Partners
NEW
Shares11,675
Change+11,675
Value$2.4K
Filed 2026-10-02
Pettee Investors, Inc.
UNCHANGED
Shares11,623 from 11,623
Change0 (0%)
Value$2.4M (-$220.4K)
Filed 2026-11-09
Tandem Capital Management Corp
INCREASED
Shares11,595 from 9,539
Change+2,056 (+22%)
Value$2.4M (+$238.4K)
Filed 2026-10-22
Raab & Moskowitz Asset Management LLC
DECREASED
Shares11,509 from 11,659
Change-150 (-1%)
Value$2.3M (-$251.6K)
Filed 2026-11-02
North Dakota State Investment Board
INCREASED
Shares11,400 from 11,001
Change+399 (+4%)
Value$2.3M (-$127.2K)
Filed 2026-10-27
Argyle Capital Management, LLC
UNCHANGED
Shares11,327 from 11,327
Change0 (0%)
Value$2.3M (-$214.8K)
Filed 2026-10-28
VestGen Advisors, LLC
DECREASED
Shares11,287 from 11,644
Change-357 (-3%)
Value$2.3M (-$293.6K)
Filed 2026-10-27
Sava Infond d.o.o.
INCREASED
Shares11,280 from 5,640
Change+5,640 (+100%)
Value$2.3M (+$1.0M)
Filed 2026-10-28
LaFleur & Godfrey LLC
INCREASED
Shares11,071 from 10,996
Change+75 (+1%)
Value$2.3M (-$193.2K)
Filed 2026-10-27
Chicago Partners Investment Group LLC
DECREASED
Shares11,049 from 12,341
Change-1,292 (-10%)
Value$2.6M (-$283.3K)
Filed 2026-10-27
Summit Wealth Group LLC / Co
NEW
Shares11,020
Change+11,020
Value$2.2M
Filed 2026-10-29
GFS Advisors, LLC
INCREASED
Shares10,955 from 10,420
Change+535 (+5%)
Value$2.2M (+$2.2M)
Filed 2026-11-03
Bluedoor Private Wealth, LLC
INCREASED
Shares10,916 from 10,818
Change+98 (+1%)
Value$2.2M (-$185.1K)
Filed 2026-11-05
Confluence Wealth Services, Inc.
INCREASED
Shares10,879 from 10,828
Change+51 (+0%)
Value$2.2M (-$194.9K)
Filed 2026-11-05
Diversified Trust Co
DECREASED
Shares10,867 from 10,924
Change-57 (-1%)
Value$2.2M (-$218.9K)
Filed 2026-11-06
Harbour Capital Advisors, LLC
DECREASED
Shares10,800 from 12,075
Change-1,275 (-11%)
Value$2.2M (-$615.1K)
Filed 2026-10-13
Nixon Peabody Trust Co
DECREASED
Shares10,684 from 11,513
Change-829 (-7%)
Value$2.2M (-$387.3K)
Filed 2026-10-23
Fulcrum Asset Management LLP
INCREASED
Shares10,664 from 10,549
Change+115 (+1%)
Value$2.2M (-$147.9K)
Filed 2026-11-04
RDA Financial Network
DECREASED
Shares10,626 from 11,028
Change-402 (-4%)
Value$2.2M (-$291.0K)
Filed 2026-10-15
International Assets Investment Management, LLC
DECREASED
Shares10,507 from 10,838
Change-331 (-3%)
Value$2.1M (-$307.2K)
Filed 2026-11-02
Covenant Asset Management, LLC
DECREASED
Shares10,461 from 11,320
Change-859 (-8%)
Value$2.1M (-$389.8K)
Filed 2026-10-14
Florida Trust Wealth Management Co
INCREASED
Shares10,436 from 8,989
Change+1,447 (+16%)
Value$2.1M (+$124.6K)
Filed 2026-11-05
Fjell Capital, LLC
INCREASED
Shares10,407 from 9,108
Change+1,299 (+14%)
Value$2.1M (+$92.2K)
Filed 2026-10-13
Canada Post Corp Registered Pension Plan
UNCHANGED
Shares10,358 from 10,358
Change0 (0%)
Value$2.1M (-$163.6K)
Filed 2026-11-09
Hunter Associates Investment Management LLC
INCREASED
Shares10,354 from 10,205
Change+149 (+1%)
Value$2.1K (-$2.3M)
Filed 2026-10-26
Simon Quick Advisors, LLC
INCREASED
Shares10,307 from 8,559
Change+1,748 (+20%)
Value$2.1M (+$194.2K)
Filed 2026-10-26
MBM Wealth Consultants, LLC
INCREASED
Shares10,304 from 9,699
Change+605 (+6%)
Value$2.1M (-$60.5K)
Filed 2026-10-20
Symphony Financial, Ltd. Co.
DECREASED
Shares10,228 from 10,286
Change-58 (-1%)
Value$2.1M (-$191.4K)
Filed 2026-10-22
WT Wealth Management
INCREASED
Shares10,188 from 9,613
Change+575 (+6%)
Value$2.1M (-$65.0K)
Filed 2026-10-13
Valeo Financial Advisors, LLC
INCREASED
Shares10,121 from 9,961
Change+160 (+2%)
Value$2.1M (-$156.1K)
Filed 2026-10-08
Fisher Asset Management, LLC
INCREASED
Shares10,076 from 9,046
Change+1,030 (+11%)
Value$2.1M (+$38.5K)
Filed 2026-11-06
Community Bank, N.A.
DECREASED
Shares10,059 from 10,113
Change-54 (-1%)
Value$2.1M (-$202.8K)
Filed 2026-11-06
Gamma Investing LLC
DECREASED
Shares10,055 from 10,875
Change-820 (-8%)
Value$2.1M (-$373.3K)
Filed 2026-10-08
Norden Group LLC
DECREASED
Shares10,024 from 10,528
Change-504 (-5%)
Value$2.0M (-$302.4K)
Filed 2026-10-20
Orser Capital Management, LLC
DECREASED
Shares10,011 from 10,282
Change-271 (-3%)
Value$2.0M (-$250.2K)
Filed 2026-10-13
Shuttleworth & Co
DECREASED
Shares9,934 from 9,936
Change-2 (0%)
Value$2.0M (-$188.8K)
Filed 2026-10-30
Brighton Jones LLC
INCREASED
Shares9,930 from 9,844
Change+86 (+1%)
Value$2.0M (-$169.2K)
Filed 2026-11-03
Farmers & Merchants Trust Co of Long Beach
INCREASED
Shares9,860 from 9,855
Change+5 (+0%)
Value$2.0M (-$185.8K)
Filed 2026-10-22
NorthCrest Asset Manangement, LLC
DECREASED
Shares9,766 from 58,662
Change-48,896 (-83%)
Value$2.1M (-$11.5M)
Filed 2026-10-13
Outfitters Financial LLC
DECREASED
Shares9,719 from 9,779
Change-60 (-1%)
Value$2.0M (-$197.6K)
Filed 2026-10-23
Securian Asset Management, Inc
DECREASED
Shares9,642 from 9,786
Change-144 (-1%)
Value$2.0M (-$375.7K)
Filed 2026-11-06
Oak Asset Management, LLC
DECREASED
Shares9,636 from 9,896
Change-260 (-3%)
Value$2.0M (-$240.6K)
Filed 2026-10-13
Quadrant Capital Group LLC
DECREASED
Shares9,586 from 11,416
Change-1,830 (-16%)
Value$2.0M (-$513.8K)
Filed 2026-10-20
Krilogy Financial LLC
DECREASED
Shares9,558 from 11,898
Change-2,340 (-20%)
Value$2.0M (-$633.8K)
Filed 2026-10-13
Oppenheimer Asset Management Inc.
INCREASED
Shares9,551 from 8,861
Change+690 (+8%)
Value$1.9M (-$27.3K)
Filed 2026-10-27
First Pacific Financial
INCREASED
Shares9,544 from 5,900
Change+3,644 (+62%)
Value$1.9M (+$631.2K)
Filed 2026-10-14
CGN Advisors LLC
DECREASED
Shares9,521 from 10,675
Change-1,154 (-11%)
Value$1.9M (-$437.8K)
Filed 2026-10-21
Garner Asset Management Corp
DECREASED
Shares9,475 from 10,078
Change-603 (-6%)
Value$2.3M (+$37.4K)
Filed 2026-10-30
Ferguson Wellman Capital Management, Inc
DECREASED
Shares9,464 from 9,513
Change-49 (-1%)
Value$1.9M (-$190.4K)
Filed 2026-10-05
Mechanics Bank Trust Department
DECREASED
Shares9,439 from 9,533
Change-94 (-1%)
Value$1.9M (-$199.9K)
Filed 2026-10-13
Nvwm, LLC
INCREASED
Shares9,423 from 9,333
Change+90 (+1%)
Value$1.9M (-$158.6K)
Filed 2026-10-14
Mainstay Capital Management LLC
INCREASED
Shares9,325 from 8,862
Change+463 (+5%)
Value$1.9M (-$73.6K)
Filed 2026-11-09
Cohen Klingenstein LLC
UNCHANGED
Shares9,300 from 9,300
Change0 (0%)
Value$1.9M (-$176.3K)
Filed 2026-10-15
Patrick M Sweeney & Associates, Inc
INCREASED
Shares9,289 from 9,288
Change+1 (+0%)
Value$1.9M (-$176.0K)
Filed 2026-10-22
Canton Hathaway, LLC
DECREASED
Shares9,143 from 9,194
Change-51 (-1%)
Value$1.9M (-$184.5K)
Filed 2026-10-23
Weaver Capital Management LLC
DECREASED
Shares9,113 from 10,975
Change-1,862 (-17%)
Value$1.9M (-$663.5K)
Filed 2026-10-15
Monograph Wealth Advisors, LLC
DECREASED
Shares9,104 from 9,459
Change-355 (-4%)
Value$1.9M (-$251.7K)
Filed 2026-11-09
Lederer & Associates Investment Counsel
DECREASED
Shares9,033 from 9,084
Change-51 (-1%)
Value$1.8K (-$183)
Filed 2026-10-23
Castle Rock Wealth Management, LLC
DECREASED
Shares8,994 from 10,117
Change-1,123 (-11%)
Value$1.9M (-$397.5K)
Filed 2026-10-09
Institute for Wealth Management, Llc.
INCREASED
Shares8,926 from 8,770
Change+156 (+2%)
Value$1.8M (-$134.5K)
Filed 2026-11-06
Gryphon Financial Partners LLC
INCREASED
Shares8,868 from 8,730
Change+138 (+2%)
Value$1.8M (-$137.5K)
Filed 2026-11-04
Signaturefd, LLC
DECREASED
Shares8,828 from 9,718
Change-890 (-9%)
Value$1.8M (-$365.8K)
Filed 2026-10-23
Geneos Wealth Management Inc.
INCREASED
Shares8,814 from 7,192
Change+1,622 (+23%)
Value$1.8M (+$194.4K)
Filed 2026-11-09
Baker Ellis Asset Management LLC
DECREASED
Shares8,796 from 8,806
Change-10 (0%)
Value$1.8M (-$169.0K)
Filed 2026-10-14
Chicago Trust Co NA
DECREASED
Shares8,789 from 9,097
Change-308 (-3%)
Value$1.8M (-$235.3K)
Filed 2026-10-28
Werlinich Asset Management, LLC
INCREASED
Shares8,746 from 8,568
Change+178 (+2%)
Value$1.8M (-$126.2K)
Filed 2026-10-09
JGP Wealth Management, LLC
DECREASED
Shares8,737 from 8,911
Change-174 (-2%)
Value$1.8M (-$204.5K)
Filed 2026-10-13
Legacy Wealth Asset Management, LLC
INCREASED
Shares8,705 from 3,166
Change+5,539 (+175%)
Value$1.8M (+$1.1M)
Filed 2026-10-09
Hartline Investment Corp/
DECREASED
Shares8,651 from 9,801
Change-1,150 (-12%)
Value$1.8M (-$420.3K)
Filed 2026-10-29
Aprio Wealth Management, LLC
INCREASED
Shares8,640 from 8,620
Change+20 (+0%)
Value$1.8M (-$159.3K)
Filed 2026-10-28
Mission Wealth Management, LP
DECREASED
Shares8,617 from 11,453
Change-2,836 (-25%)
Value$1.8M (-$795.6K)
Filed 2026-10-15
TD Private Client Wealth LLC
INCREASED
Shares8,617 from 8,062
Change+555 (+7%)
Value$1.8M (-$39.7K)
Filed 2026-10-28
Mitchell Sinkler & Starr
DECREASED
Shares8,610 from 8,900
Change-290 (-3%)
Value$1.8M (-$227.9K)
Filed 2026-10-13
Kathmere Capital Management, LLC
DECREASED
Shares8,582 from 8,854
Change-272 (-3%)
Value$1.8M (-$223.3K)
Filed 2026-10-20
HUB Investment Partners, LLC
INCREASED
Shares8,491 from 7,481
Change+1,010 (+14%)
Value$1.7M (+$64.3K)
Filed 2026-11-03
Columbia Asset Management
DECREASED
Shares8,485 from 8,585
Change-100 (-1%)
Value$1.7M (-$183.2K)
Filed 2026-10-19
Integrity Alliance, Llc.
INCREASED
Shares8,436 from 6,814
Change+1,622 (+24%)
Value$1.7M (+$201.7K)
Filed 2026-10-29
Venture Visionary Partners LLC
INCREASED
Shares8,352 from 8,008
Change+344 (+4%)
Value$1.7M (-$81.6K)
Filed 2026-10-07
Waldron Private Wealth LLC
DECREASED
Shares8,274 from 8,317
Change-43 (-1%)
Value$1.7M (-$166.5K)
Filed 2026-11-02
Welch Group, LLC
DECREASED
Shares8,231 from 8,233
Change-2 (0%)
Value$1.7M (-$156.5K)
Filed 2026-10-29
Aspen Investment Management Inc
DECREASED
Shares8,212 from 8,415
Change-203 (-2%)
Value$1.7K (-$201)
Filed 2026-11-05
O'Brien Greene & Co. Inc
UNCHANGED
Shares8,200 from 8,200
Change0 (0%)
Value$1.7M (-$155.5K)
Filed 2026-11-05
Lazard Freres Gestion S.A.S.
INCREASED
Shares8,196 from 7,596
Change+600 (+8%)
Value$1.7K (-$1.7M)
Filed 2026-11-03
DB Fitzpatrick & Co, Inc
DECREASED
Shares8,195 from 8,198
Change-3 (0%)
Value$1.7M (-$156.0K)
Filed 2026-10-19
Family Legacy Financial Solutions, LLC
INCREASED
Shares8,188 from 7,950
Change+238 (+3%)
Value$1.7M (-$102.2K)
Filed 2026-10-07
Nicholson Wealth Management Group, LLC
DECREASED
Shares8,136 from 8,279
Change-143 (-2%)
Value$1.7M (-$186.1K)
Filed 2026-11-09
Hudson Canyon Capital Management
DECREASED
Shares8,135 from 8,622
Change-487 (-6%)
Value$1.7M (-$262.8K)
Filed 2026-11-04
Powers Advisory Group, LLC
INCREASED
Shares8,109 from 8,060
Change+49 (+1%)
Value$1.7M (-$142.8K)
Filed 2026-10-14
Private Trust Co NA
DECREASED
Shares8,092 from 8,093
Change-1 (0%)
Value$1.7M (-$153.8K)
Filed 2026-10-20
Redmond Asset Management, LLC
DECREASED
Shares8,077 from 8,108
Change-31 (0%)
Value$1.6M (-$160.0K)
Filed 2026-10-27
Sage Capital Advisors,llc
NEW
Shares8,070
Change+8,070
Value$1.6M
Filed 2026-10-13
Procyon Advisors, LLC
DECREASED
Shares8,018 from 9,508
Change-1,490 (-16%)
Value$1.6M (-$484.1K)
Filed 2026-10-21
Meridian Wealth Management, LLC
INCREASED
Shares7,991 from 7,723
Change+268 (+3%)
Value$1.6M (-$91.7K)
Filed 2026-11-05
Elevation Point Wealth Partners, LLC
DECREASED
Shares7,970 from 12,487
Change-4,517 (-36%)
Value$1.6M (-$1.2M)
Filed 2026-11-05
Fiduciary Alliance LLC
INCREASED
Shares7,930 from 7,313
Change+617 (+8%)
Value$1.6M (-$12.9K)
Filed 2026-10-13
Clear Creek Financial Management, LLC
INCREASED
Shares7,891 from 6,665
Change+1,226 (+18%)
Value$1.6M (+$123.7K)
Filed 2026-10-28
Ceredex Value Advisors LLC
DECREASED
Shares7,877 from 125,045
Change-117,168 (-94%)
Value$1.6M (-$26.3M)
Filed 2026-11-09
Wesbanco Bank Inc
DECREASED
Shares7,872 from 8,729
Change-857 (-10%)
Value$1.6M (-$340.3K)
Filed 2026-11-04
Tempus Wealth Planning, LLC
INCREASED
Shares7,866 from 7,691
Change+175 (+2%)
Value$1.6M (-$110.3K)
Filed 2026-10-14
Armstrong Advisory Group, Inc
UNCHANGED
Shares7,854 from 7,854
Change0 (0%)
Value$1.6M (-$148.9K)
Filed 2026-10-09
Fifth Third Wealth Advisors LLC
INCREASED
Shares7,846 from 7,614
Change+232 (+3%)
Value$1.6M (-$97.1K)
Filed 2026-10-22
Central Bank & Trust Co
INCREASED
Shares7,775 from 7,471
Change+304 (+4%)
Value$1.6M (-$79.7K)
Filed 2026-10-09
AlphaStar Capital Management, LLC
INCREASED
Shares7,710 from 7,515
Change+195 (+3%)
Value$1.6M (-$102.7K)
Filed 2026-10-16
Comprehensive Financial Consultants Institutional, Inc.
DECREASED
Shares7,641 from 7,796
Change-155 (-2%)
Value$1.6M (-$179.4K)
Filed 2026-10-15
Adirondack Trust Co
DECREASED
Shares7,606 from 9,170
Change-1,564 (-17%)
Value$1.6M (-$492.8K)
Filed 2026-10-14
Joel Isaacson & Co., LLC
INCREASED
Shares7,420 from 7,418
Change+2 (+0%)
Value$1.5M (-$140.4K)
Filed 2026-11-05
Western Wealth Management, LLC
DECREASED
Shares7,400 from 7,855
Change-455 (-6%)
Value$1.5M (-$241.6K)
Filed 2026-11-09
Luts & Greenleigh Group, Inc.
UNCHANGED
Shares7,359 from 7,359
Change0 (0%)
Value$1.5M (-$139.5K)
Filed 2026-11-05
Aviance Capital Partners, LLC
INCREASED
Shares7,352 from 7,325
Change+27 (+0%)
Value$1.5M (-$133.4K)
Filed 2026-10-29
Richards, Merrill & Peterson, Inc.
INCREASED
Shares7,244 from 7,193
Change+51 (+1%)
Value$1.5M (-$126.1K)
Filed 2026-10-19
HMS Capital Management, LLC
INCREASED
Shares7,240 from 7,174
Change+66 (+1%)
Value$1.5M (-$122.8K)
Filed 2026-10-20
Unique Wealth, LLC
INCREASED
Shares7,229 from 7,227
Change+2 (+0%)
Value$1.5M (-$136.6K)
Filed 2026-10-16
Paragon Private Wealth Management, LLC
DECREASED
Shares7,222 from 9,798
Change-2,576 (-26%)
Value$1.5M (-$710.9K)
Filed 2026-10-20
Mcrae Capital Management Inc
UNCHANGED
Shares7,206 from 7,206
Change0 (0%)
Value$1.5M (-$136.6K)
Filed 2026-10-15
Portside Wealth Group, LLC
INCREASED
Shares7,197 from 6,756
Change+441 (+7%)
Value$1.5M (-$38.2K)
Filed 2026-10-20
Essex LLC
DECREASED
Shares7,194 from 7,294
Change-100 (-1%)
Value$1.5M (-$158.6K)
Filed 2026-10-14
Sagespring Wealth Partners, LLC
DECREASED
Shares7,160 from 7,339
Change-179 (-2%)
Value$1.5M (-$175.7K)
Filed 2026-10-22
Kampmann Melissa S.
INCREASED
Shares7,145 from 6,945
Change+200 (+3%)
Value$1.5M (-$90.9K)
Filed 2026-10-28
Segment Wealth Management, LLC
DECREASED
Shares7,117 from 7,728
Change-611 (-8%)
Value$1.5M (-$271.1K)
Filed 2026-10-26
United Capital Management of KS, Inc.
INCREASED
Shares7,087 from 6,969
Change+118 (+2%)
Value$1.4M (-$108.3K)
Filed 2026-11-04
PKO Investment Management Joint-Stock Co
INCREASED
Shares7,000 from 6,412
Change+588 (+9%)
Value$1.4M (-$1.7K)
Filed 2026-10-19
Hohimer Wealth Management, LLC
INCREASED
Shares6,996 from 6,672
Change+324 (+5%)
Value$1.4M (-$60.3K)
Filed 2026-11-04
MFG Wealth Management, Inc.
INCREASED
Shares6,986 from 5,797
Change+1,189 (+21%)
Value$1.4M (+$132.6K)
Filed 2026-10-09
Mengis Capital Management, Inc.
INCREASED
Shares6,949 from 6,548
Change+401 (+6%)
Value$1.4M (-$42.6K)
Filed 2026-10-13
Value Partners Investments Inc.
INCREASED
Shares6,928 from 5,109
Change+1,819 (+36%)
Value$1.4M (+$276.8K)
Filed 2026-10-19
InTrack Investment Management Inc
DECREASED
Shares6,910 from 9,280
Change-2,370 (-26%)
Value$1.4M (-$659.2K)
Filed 2026-10-15
West Family Investments, Inc.
DECREASED
Shares6,869 from 6,903
Change-34 (0%)
Value$1.4M (-$137.8K)
Filed 2026-11-09
SteelPeak Wealth, LLC
DECREASED
Shares6,868 from 6,970
Change-102 (-1%)
Value$1.4M (-$153.1K)
Filed 2026-10-16
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares6,860 from 6,850
Change+10 (+0%)
Value$1.4M (-$127.8K)
Filed 2026-10-13
Lynch Asset Management, Inc.
UNCHANGED
Shares6,850 from 6,850
Change0 (0%)
Value$1.4M (-$129.9K)
Filed 2026-10-28
Little House Capital LLC
DECREASED
Shares6,826 from 8,590
Change-1,764 (-21%)
Value$1.4M (-$522.5K)
Filed 2026-11-06
Sage Investment Advisers LLC
DECREASED
Shares6,791 from 6,839
Change-48 (-1%)
Value$1.4M (-$139.6K)
Filed 2026-10-21
Fort Washington Investment Advisors Inc
UNCHANGED
Shares6,745 from 6,745
Change0 (0%)
Value$1.4M (-$127.9K)
Filed 2026-10-15
Old National Bancorp
DECREASED
Shares6,741 from 6,762
Change-21 (0%)
Value$1.4M (-$132.5K)
Filed 2026-10-20
Assetmark, Inc
DECREASED
Shares6,707 from 6,735
Change-28 (0%)
Value$1.4M (-$133.5K)
Filed 2026-10-21
Peregrine Asset Advisers, Inc.
INCREASED
Shares6,676 from 4,678
Change+1,998 (+43%)
Value$1.4M (+$318.7K)
Filed 2026-11-09
BankPlus Trust Department
INCREASED
Shares6,655 from 6,056
Change+599 (+10%)
Value$1.4M (+$7.3K)
Filed 2026-11-06
J. Team Financial, Inc.
DECREASED
Shares6,601 from 6,618
Change-17 (0%)
Value$1.3M (-$128.9K)
Filed 2026-11-03
Lanark Financial, Inc.
DECREASED
Shares6,572 from 7,079
Change-507 (-7%)
Value$1.3M (-$237.7K)
Filed 2026-10-26
Mesirow Financial Investment Management, Inc.
INCREASED
Shares6,550 from 5,877
Change+673 (+11%)
Value$1.3M (+$25.9K)
Filed 2026-11-05
Trillium Asset Management, LLC
DECREASED
Shares6,504 from 6,566
Change-62 (-1%)
Value$1.3M (-$137.1K)
Filed 2026-11-09
Laurel OAK Wealth Management, LLC
INCREASED
Shares6,504 from 6,447
Change+57 (+1%)
Value$1.3M (-$110.6K)
Filed 2026-10-19
Kingswood Wealth Advisors, LLC
DECREASED
Shares6,500 from 6,592
Change-92 (-1%)
Value$1.3M (-$143.7K)
Filed 2026-10-23
Tema Etfs LLC
INCREASED
Shares6,487 from 6,371
Change+116 (+2%)
Value$1.3M (-$97.1K)
Filed 2026-10-16
New England Research & Management, Inc.
DECREASED
Shares6,482 from 6,582
Change-100 (-2%)
Value$1.3M (-$145.2K)
Filed 2026-10-16
Bank of New Hampshire
DECREASED
Shares6,453 from 6,573
Change-120 (-2%)
Value$1.3M (-$149.1K)
Filed 2026-10-06
ANB Bank
DECREASED
Shares6,433 from 6,449
Change-16 (0%)
Value$1.3M (-$125.5K)
Filed 2026-10-09
Nwam LLC
DECREASED
Shares6,424 from 9,015
Change-2,591 (-29%)
Value$1.3M (-$699.2K)
Filed 2026-11-09
Sowell Financial Services LLC
DECREASED
Shares6,419 from 6,846
Change-427 (-6%)
Value$1.3M (-$216.9K)
Filed 2026-10-23
Community Bank & Trust, Waco, Texas
INCREASED
Shares6,416 from 4,394
Change+2,022 (+46%)
Value$1.3K (-$977.7K)
Filed 2026-10-19
Mine & Arao Wealth Creation & Management, Llc.
INCREASED
Shares6,344 from 5,723
Change+621 (+11%)
Value$1.3M (+$18.1K)
Filed 2026-10-29
Wedmont Private Capital
INCREASED
Shares6,311 from 6,143
Change+168 (+3%)
Value$1.3M (-$107.3K)
Filed 2026-10-09
Equitable Trust Co
DECREASED
Shares6,301 from 6,396
Change-95 (-1%)
Value$1.3M (-$140.6K)
Filed 2026-10-13
Frank, Rimerman Advisors LLC
DECREASED
Shares6,295 from 6,338
Change-43 (-1%)
Value$1.3M (-$128.9K)
Filed 2026-10-16
Mcdaniel Terry & Co
UNCHANGED
Shares6,275 from 6,275
Change0 (0%)
Value$1.3M (-$119.0K)
Filed 2026-11-05
Directional Asset Management
INCREASED
Shares6,249 from 6,229
Change+20 (+0%)
Value$1.3M (-$113.9K)
Filed 2026-10-22
Corundum Group, Inc.
INCREASED
Shares6,245 from 6,016
Change+229 (+4%)
Value$1.3M (-$67.4K)
Filed 2026-10-28
MQS Management LLC
INCREASED
Shares6,243 from 2,405
Change+3,838 (+160%)
Value$1.3M (+$737.0K)
Filed 2026-11-06
Thoroughbred Financial Services, LLC
DECREASED
Shares6,220 from 6,244
Change-24 (0%)
Value$1.3K (-$1.4M)
Filed 2026-11-09
American National Bank & Trust
DECREASED
Shares6,219 from 6,428
Change-209 (-3%)
Value$1.3M (-$164.5K)
Filed 2026-10-07
Shelter Rock Management, LLC
DECREASED
Shares6,217 from 6,590
Change-373 (-6%)
Value$1.3M (-$217.1K)
Filed 2026-10-09
Retirement Guys Formula LLC
INCREASED
Shares6,211 from 6,177
Change+34 (+1%)
Value$1.3M (-$110.1K)
Filed 2026-10-26
Stillwater Wealth Management Group
DECREASED
Shares6,137 from 16,192
Change-10,055 (-62%)
Value$1.3M (-$2.4M)
Filed 2026-10-21
Wedgewood Investors Inc
UNCHANGED
Shares6,081 from 6,081
Change0 (0%)
Value$1.2M (-$115.3K)
Filed 2026-10-28
Sierra Summit Advisors LLC
INCREASED
Shares6,049 from 5,618
Change+431 (+8%)
Value$1.2M (-$18.6K)
Filed 2026-10-28
Cassia Capital Partners, LLC
INCREASED
Shares6,049 from 5,927
Change+122 (+2%)
Value$1.2M (-$87.4K)
Filed 2026-11-04
Arwa LLC
INCREASED
Shares6,013 from 5,557
Change+456 (+8%)
Value$1.3M (-$72.5K)
Filed 2026-10-21
Blue Trust, Inc.
DECREASED
Shares6,009 from 6,273
Change-264 (-4%)
Value$1.2M (-$172.8K)
Filed 2026-10-15
Stiles Financial Services Inc
DECREASED
Shares5,989 from 6,023
Change-34 (-1%)
Value$1.2M (-$121.0K)
Filed 2026-10-30
Birch Hill Investment Advisors LLC
UNCHANGED
Shares5,969 from 5,969
Change0 (0%)
Value$1.2M (-$113.2K)
Filed 2026-10-16
Avidian Wealth Enterprises, LLC
DECREASED
Shares5,919 from 6,279
Change-360 (-6%)
Value$1.2M (-$192.6K)
Filed 2026-10-08
Commonwealth Retirement Investments LLC
UNCHANGED
Shares5,891 from 5,891
Change0 (0%)
Value$1.2M (-$111.7K)
Filed 2026-10-26
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
DECREASED
Shares5,833 from 5,837
Change-4 (0%)
Value$1.2M (-$111.5K)
Filed 2026-10-21
Simplicity Wealth,LLC
INCREASED
Shares5,762 from 5,711
Change+51 (+1%)
Value$1.2M (-$97.8K)
Filed 2026-10-23
SouthState Bank Corp
INCREASED
Shares5,728 from 5,699
Change+29 (+1%)
Value$1.2M (-$102.1K)
Filed 2026-11-09
RFG Advisory, LLC
DECREASED
Shares5,718 from 5,955
Change-237 (-4%)
Value$1.2M (-$161.3K)
Filed 2026-11-03
Nations Financial Group Inc,
INCREASED
Shares5,700 from 5,669
Change+31 (+1%)
Value$1.2M (-$101.2K)
Filed 2026-11-05
MTM Investment Management, LLC
UNCHANGED
Shares5,693 from 5,693
Change0 (0%)
Value$1.2M (-$107.9K)
Filed 2026-10-30
Phoenix Financial Ltd.
INCREASED
Shares5,684 from 4,739
Change+945 (+20%)
Value$1.2M (+$103.9K)
Filed 2026-11-09
Silver OAK Securities, Incorporated
DECREASED
Shares5,676 from 5,815
Change-139 (-2%)
Value$1.3M (+$44.9K)
Filed 2026-11-09
Ables, Iannone, Moore & Associates, Inc.
DECREASED
Shares5,646 from 5,655
Change-9 (0%)
Value$1.2M (-$109.1K)
Filed 2026-10-06
Robbins Farley
INCREASED
Shares5,606 from 5,218
Change+388 (+7%)
Value$1.1M (-$19.8K)
Filed 2026-10-21
Leonteq Securities AG
INCREASED
Shares5,602 from 5,303
Change+299 (+6%)
Value$1.1M (-$39.6K)
Filed 2026-10-29
Murphy, Middleton, Hinkle & Parker, Inc.
INCREASED
Shares5,560 from 5,538
Change+22 (+0%)
Value$1.1M (-$100.4K)
Filed 2026-10-15
Sculati Wealth Management, LLC
DECREASED
Shares5,529 from 5,770
Change-241 (-4%)
Value$1.2M (-$213.4K)
Filed 2026-10-19
Focus Financial Network, Inc.
DECREASED
Shares5,517 from 5,690
Change-173 (-3%)
Value$1.1M (-$143.2K)
Filed 2026-10-14
Azzad Asset Management Inc
DECREASED
Shares5,510 from 5,715
Change-205 (-4%)
Value$1.1M (-$150.1K)
Filed 2026-11-04
Iams Wealth Management, LLC
DECREASED
Shares5,495 from 5,943
Change-448 (-8%)
Value$1.1M (-$203.9K)
Filed 2026-10-15
Cullen T Bankers, Inc.
DECREASED
Shares5,491 from 6,047
Change-556 (-9%)
Value$1.1M (-$228.0K)
Filed 2026-10-28
Roof Eidam Maycock Peralta, LLC
UNCHANGED
Shares5,480 from 5,480
Change0 (0%)
Value$1.1M (-$103.9K)
Filed 2026-10-15
Donaldson Capital Management, LLC
DECREASED
Shares5,470 from 5,819
Change-349 (-6%)
Value$1.1M (-$181.5K)
Filed 2026-11-09
Detalus Advisors, LLC
INCREASED
Shares5,440 from 5,381
Change+59 (+1%)
Value$1.1M (-$90.1K)
Filed 2026-10-15
Vision Financial Markets LLC
DECREASED
Shares5,434 from 5,504
Change-70 (-1%)
Value$1.1M (-$127.6K)
Filed 2026-10-22
Valmark Advisers, Inc.
DECREASED
Shares5,353 from 5,445
Change-92 (-2%)
Value$1.1M (-$122.0K)
Filed 2026-11-06
Essential Investment Partners LLC
DECREASED
Shares5,329 from 5,457
Change-128 (-2%)
Value$1.1M (-$129.5K)
Filed 2026-10-27
Retirement Planning Group, LLC
DECREASED
Shares5,328 from 5,394
Change-66 (-1%)
Value$1.1M (-$115.7K)
Filed 2026-10-19
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED
Shares5,322 from 5,833
Change-511 (-9%)
Value$1.1M (-$214.8K)
Filed 2026-10-27
Quadcap Wealth Management, LLC
DECREASED
Shares5,307 from 5,865
Change-558 (-10%)
Value$1.1M (-$224.9K)
Filed 2026-11-02
WBH Advisory Inc
DECREASED
Shares5,302 from 6,301
Change-999 (-16%)
Value$1.1M (-$323.2K)
Filed 2026-11-05
Pekin Hardy Strauss, Inc.
UNCHANGED
Shares5,292 from 5,292
Change0 (0%)
Value$1.1M (-$100.3K)
Filed 2026-11-02
T3 Companies, LLC
NEW
Shares5,290
Change+5,290
Value$1.1M
Filed 2026-10-22
Magnus Financial Group LLC
INCREASED
Shares5,267 from 5,221
Change+46 (+1%)
Value$1.1M (-$89.6K)
Filed 2026-10-21
Boyar Asset Management Inc.
DECREASED
Shares5,228 from 5,308
Change-80 (-2%)
Value$1.1M (-$117.0K)
Filed 2026-11-09
Fire Capital Management LLC
INCREASED
Shares5,215 from 4,662
Change+553 (+12%)
Value$1.1M (+$24.4K)
Filed 2026-10-27
High Net Worth Advisory Group LLC
INCREASED
Shares5,213 from 5,208
Change+5 (+0%)
Value$1.1M (-$97.7K)
Filed 2026-10-26
Welch & Forbes LLC
INCREASED
Shares5,207 from 4,979
Change+228 (+5%)
Value$1.1M (-$47.9K)
Filed 2026-11-04
EverSource Wealth Advisors, LLC
INCREASED
Shares5,201 from 4,741
Change+460 (+10%)
Value$1.1M (+$3.9K)
Filed 2026-11-04
Helios Capital Management Pte. LTD
UNCHANGED
Shares5,200 from 5,200
Change0 (0%)
Value$1.1M (-$98.6K)
Filed 2026-10-14
Fragasso Financial Advisors Inc
INCREASED
Shares5,176 from 4,066
Change+1,110 (+27%)
Value$1.1M (+$174.7K)
Filed 2026-10-13
HBW Advisory Services LLC
DECREASED
Shares5,172 from 5,341
Change-169 (-3%)
Value$1.1M (-$135.8K)
Filed 2026-10-15
Piscataqua Savings Bank
DECREASED
Shares5,170 from 5,329
Change-159 (-3%)
Value$1.1M (-$133.5K)
Filed 2026-10-21
Heritage Wealth Management, Inc.
UNCHANGED
Shares5,162 from 5,162
Change0 (0%)
Value$1.1M (-$97.9K)
Filed 2026-10-28
Apella Capital, LLC
INCREASED
Shares5,159 from 4,800
Change+359 (+7%)
Value$1.1M (-$60.7K)
Filed 2026-10-08
Trust Co of the South
DECREASED
Shares5,135 from 5,327
Change-192 (-4%)
Value$1.0M (-$140.2K)
Filed 2026-10-21
Mainsail Financial Group, LLC
INCREASED
Shares5,115 from 5,045
Change+70 (+1%)
Value$1.0M (-$81.4K)
Filed 2026-10-23
Foguth Wealth Management, Llc.
INCREASED
Shares5,097 from 4,883
Change+214 (+4%)
Value$1.2M (-$11.1K)
Filed 2026-10-19
Lighthouse Financial Services Inc
DECREASED
Shares5,061 from 5,231
Change-170 (-3%)
Value$1.0M (-$140.1K)
Filed 2026-11-02
Strategic Blueprint, LLC
DECREASED
Shares5,039 from 5,304
Change-265 (-5%)
Value$1.0M (-$154.7K)
Filed 2026-10-22
Milestone Asset Management, LLC
DECREASED
Shares5,021 from 5,105
Change-84 (-2%)
Value$1.0M (-$113.9K)
Filed 2026-10-15
Monument Capital Management
INCREASED
Shares5,013 from 4,987
Change+26 (+1%)
Value$1.0M (-$89.3K)
Filed 2026-10-09
Oakmont Investment Advisors, Inc.
INCREASED
Shares5,013 from 5,004
Change+9 (+0%)
Value$1.0M (-$92.8K)
Filed 2026-10-21
Hartford Financial Management Inc.
DECREASED
Shares4,992 from 5,101
Change-109 (-2%)
Value$1.0M (-$118.9K)
Filed 2026-10-21
Guardian Capital, LLC
DECREASED
Shares4,979 from 5,955
Change-976 (-16%)
Value$1.0M (-$311.8K)
Filed 2026-11-06
BayBridge Capital Group, LLC
DECREASED
Shares4,969 from 4,973
Change-4 (0%)
Value$1.0M (-$95.1K)
Filed 2026-10-13
Ascentis Independent Advisors
INCREASED
Shares4,967 from 157
Change+4,810 (+3064%)
Value$1.0M (+$977.9K)
Filed 2026-11-03
Burke & Herbert Bank & Trust Co
DECREASED
Shares4,946 from 5,392
Change-446 (-8%)
Value$1.0M (-$193.2K)
Filed 2026-11-02
Angeles Wealth Management, LLC
DECREASED
Shares4,926 from 5,043
Change-117 (-2%)
Value$1.0M (-$119.5K)
Filed 2026-10-26
Koa Wealth Management, LLC
DECREASED
Shares4,880 from 5,013
Change-133 (-3%)
Value$995.1K (-$122.2K)
Filed 2026-10-14
IVC Wealth Advisors LLC
DECREASED
Shares4,872 from 5,135
Change-263 (-5%)
Value$993.4K (-$151.1K)
Filed 2026-10-23
Waterway Wealth Management, LLC
INCREASED
Shares4,802 from 4,686
Change+116 (+2%)
Value$979.3K (-$65.1K)
Filed 2026-10-28
Adkins Seale Capital Management LLC
UNCHANGED
Shares4,793 from 4,793
Change0 (0%)
Value$977.4K (-$90.9K)
Filed 2026-10-27
Addison Capital Co
DECREASED
Shares4,781 from 6,748
Change-1,967 (-29%)
Value$974.9K (-$529.0K)
Filed 2026-11-09
Verdence Capital Advisors LLC
INCREASED
Shares4,764 from 4,228
Change+536 (+13%)
Value$971.5K (+$29.3K)
Filed 2026-10-26
CoreCap Advisors, LLC
DECREASED
Shares4,759 from 4,791
Change-32 (-1%)
Value$970.5K (-$97.4K)
Filed 2026-10-08
Aafmaa Wealth Management & Trust LLC
DECREASED
Shares4,747 from 4,756
Change-9 (0%)
Value$968.0K (-$92.0K)
Filed 2026-10-14
Anchyra Partners LLC
DECREASED
Shares4,681 from 4,717
Change-36 (-1%)
Value$954.6K (-$96.8K)
Filed 2026-10-13
Veracity Capital LLC
INCREASED
Shares4,674 from 4,625
Change+49 (+1%)
Value$953.2K (-$77.7K)
Filed 2026-10-08
Advisor OS, LLC
DECREASED
Shares4,641 from 6,480
Change-1,839 (-28%)
Value$946.5K (-$497.9K)
Filed 2026-11-03
Brady Family Wealth, LLC
DECREASED
Shares4,619 from 4,932
Change-313 (-6%)
Value$941.9K (-$157.3K)
Filed 2026-11-02
Larson Financial Group LLC
INCREASED
Shares4,616 from 4,552
Change+64 (+1%)
Value$941.2K (-$73.2K)
Filed 2026-11-05
Sawyer & Company, Inc
INCREASED
Shares4,595 from 3,533
Change+1,062 (+30%)
Value$937.0K (+$149.6K)
Filed 2026-10-21
Westover Capital Advisors, LLC
INCREASED
Shares4,583 from 4,455
Change+128 (+3%)
Value$934.6K (-$58.4K)
Filed 2026-10-26
First Security Investment Management, Inc.
DECREASED
Shares4,575 from 7,661
Change-3,086 (-40%)
Value$932.9K (-$774.6K)
Filed 2026-11-05
Comprehensive Financial Planning, Inc.
DECREASED
Shares4,572 from 4,657
Change-85 (-2%)
Value$932.4K (-$105.5K)
Filed 2026-10-27
Destiny Wealth Partners, LLC
INCREASED
Shares4,552 from 1,056
Change+3,496 (+331%)
Value$1.1M (+$842.8K)
Filed 2026-11-05
WD Rutherford LLC
DECREASED
Shares4,552 from 5,818
Change-1,266 (-22%)
Value$928.2K (-$368.5K)
Filed 2026-10-26
NBH Bank
INCREASED
Shares4,521 from 4,467
Change+54 (+1%)
Value$921.9K (-$73.7K)
Filed 2026-11-05
LBP AM SA
DECREASED
Shares4,422 from 42,812
Change-38,390 (-90%)
Value$901.7K (-$8.6M)
Filed 2026-11-06
Modera Wealth Management, LLC
INCREASED
Shares4,418 from 4,374
Change+44 (+1%)
Value$900.9K (-$74.0K)
Filed 2026-10-28
Kennedy Investment Group, Inc.
INCREASED
Shares4,392 from 4,294
Change+98 (+2%)
Value$895.7K (-$61.5K)
Filed 2026-10-21
Avestar Capital, LLC
DECREASED
Shares4,343 from 4,384
Change-41 (-1%)
Value$885.6K (-$91.5K)
Filed 2026-10-28
Allen Investment Management, LLC
UNCHANGED
Shares4,316 from 4,316
Change0 (0%)
Value$880.1K (-$81.8K)
Filed 2026-11-03
Cypress Asset Management Inc
UNCHANGED
Shares4,288 from 4,288
Change0 (0%)
Value$874.4K (-$81.3K)
Filed 2026-10-09
Global Assets Advisory, LLC
INCREASED
Shares4,279 from 4,228
Change+51 (+1%)
Value$880.9K (-$70.6K)
Filed 2026-10-28
HBK Sorce Advisory LLC
DECREASED
Shares4,277 from 5,304
Change-1,027 (-19%)
Value$1.0M (-$157.9K)
Filed 2026-11-06
Franklin Street Advisors Inc
UNCHANGED
Shares4,272 from 4,272
Change0 (0%)
Value$871.1K (-$81.0K)
Filed 2026-10-13
Annis Gardner Whiting Capital Advisors, LLC
DECREASED
Shares4,265 from 4,442
Change-177 (-4%)
Value$869.7K (-$120.3K)
Filed 2026-11-09
Stackstone Wealth, LLC
NEW
Shares4,230
Change+4,230
Value$862.6K
Filed 2026-10-19
Texas Capital Bank Wealth Management Services Inc
INCREASED
Shares4,224 from 3,970
Change+254 (+6%)
Value$861.4K (-$23.5K)
Filed 2026-11-09
Wolff Wiese Magana LLC
INCREASED
Shares4,204 from 4,131
Change+73 (+2%)
Value$857.3K (-$63.4K)
Filed 2026-10-15
HF Advisory Group, LLC
DECREASED
Shares4,190 from 4,246
Change-56 (-1%)
Value$854.5K (-$92.0K)
Filed 2026-10-09
Marco Investment Management LLC
NEW
Shares4,148
Change+4,148
Value$845.9K
Filed 2026-11-09
Rational Advisors, Inc.
INCREASED
Shares4,146 from 145
Change+4,001 (+2759%)
Value$845.5K (+$813.1K)
Filed 2026-11-02
Finivi Inc.
INCREASED
Shares4,132 from 3,965
Change+167 (+4%)
Value$842.6K (-$41.1K)
Filed 2026-10-13
Sanders Morris Harris LLC
INCREASED
Shares4,121 from 2,271
Change+1,850 (+81%)
Value$852.3K (+$346.2K)
Filed 2026-10-14
R Squared Ltd
NEW
Shares4,090
Change+4,090
Value$834.0K
Filed 2026-11-06
Sunpointe, LLC
DECREASED
Shares4,083 from 4,947
Change-864 (-17%)
Value$832.6K (-$270.0K)
Filed 2026-10-22
Constitution Capital LLC
DECREASED
Shares4,060 from 5,860
Change-1,800 (-31%)
Value$827.9K (-$478.2K)
Filed 2026-10-23
Michael Brady & Co., LLC
DECREASED
Shares4,048 from 4,148
Change-100 (-2%)
Value$825.5K (-$99.0K)
Filed 2026-10-23
Ticino Wealth
INCREASED
Shares4,013 from 2,651
Change+1,362 (+51%)
Value$818.3K (+$227.5K)
Filed 2026-10-13
Wolverine Asset Management LLC
INCREASED
Shares4,000 from 2,000
Change+2,000 (+100%)
Value$815.7K (+$369.9K)
Filed 2026-11-02
Caldwell Sutter Capital, Inc.
INCREASED
Shares3,991 from 3,979
Change+12 (+0%)
Value$813.8K (-$73.1K)
Filed 2026-11-09
Flagship Harbor Advisors, LLC
INCREASED
Shares3,974 from 3,781
Change+193 (+5%)
Value$810.5K (-$32.1K)
Filed 2026-10-26
GW Henssler & Associates LTD
DECREASED
Shares3,973 from 4,726
Change-753 (-16%)
Value$810.1K (-$243.3K)
Filed 2026-10-26
Hardin Capital Partners, LLC
UNCHANGED
Shares3,973 from 3,973
Change0 (0%)
Value$810.2K (-$74.8K)
Filed 2026-10-09
Chapman Financial Group, LLC
UNCHANGED
Shares3,963 from 3,963
Change0 (0%)
Value$808.1K (-$75.1K)
Filed 2026-10-26
Central Pacific Bank - Trust Division
UNCHANGED
Shares3,957 from 3,957
Change0 (0%)
Value$806.9K (-$75.0K)
Filed 2026-10-06
Seamount Financial Group Inc
UNCHANGED
Shares3,955 from 3,955
Change0 (0%)
Value$806.6K (-$75.0K)
Filed 2026-10-21
Everett Harris & Co
INCREASED
Shares3,951 from 3,847
Change+104 (+3%)
Value$805.7K (-$51.7K)
Filed 2026-10-28
Blodgett Wealth Advisors, LLC
UNCHANGED
Shares3,951 from 3,951
Change0 (0%)
Value$805.7K (-$74.9K)
Filed 2026-10-23
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares3,949 from 3,949
Change0 (0%)
Value$880.2K ($0)
Filed 2026-10-15
Regatta Capital Group, LLC
INCREASED
Shares3,908 from 3,789
Change+119 (+3%)
Value$796.9K (-$47.6K)
Filed 2026-10-23
Integrated Advisors Network LLC
INCREASED
Shares3,891 from 3,858
Change+33 (+1%)
Value$793.6K (-$66.3K)
Filed 2026-10-20
Jacksonville Wealth Management, LLC
INCREASED
Shares3,869 from 3,867
Change+2 (+0%)
Value$788.9K (-$72.9K)
Filed 2026-10-30
Provenance Wealth Advisors, LLC
INCREASED
Shares3,840 from 3
Change+3,837 (+127900%)
Value$783.1K (+$782.4K)
Filed 2026-10-30
Cornerstone Wealth Management, LLC
DECREASED
Shares3,826 from 4,665
Change-839 (-18%)
Value$780.2K (-$259.5K)
Filed 2026-11-04
Evergreen Capital Management LLC
INCREASED
Shares3,792 from 3,534
Change+258 (+7%)
Value$773.3K (-$14.4K)
Filed 2026-10-23
Mcdonald Partners LLC
DECREASED
Shares3,791 from 3,915
Change-124 (-3%)
Value$773.1K (-$99.4K)
Filed 2026-11-03
Arthur M. Cohen & Associates, LLC
UNCHANGED
Shares3,785 from 3,785
Change0 (0%)
Value$771.8K (-$71.8K)
Filed 2026-10-26
Lantz Financial LLC
DECREASED
Shares3,783 from 3,813
Change-30 (-1%)
Value$771.3K (-$78.4K)
Filed 2026-10-15
Capital Investment Advisory Services, LLC
DECREASED
Shares3,780 from 3,827
Change-47 (-1%)
Value$774.5K (-$78.4K)
Filed 2026-10-30
Wulff, Hansen & Co.
DECREASED
Shares3,763 from 3,848
Change-85 (-2%)
Value$767.4K (-$90.3K)
Filed 2026-11-09
Advisors Preferred, LLC
DECREASED
Shares3,730 from 3,988
Change-258 (-6%)
Value$762.6K (-$156.2K)
Filed 2026-11-09
Crestwood Advisors Group, LLC
DECREASED
Shares3,711 from 4,613
Change-902 (-20%)
Value$756.8K (-$271.4K)
Filed 2026-10-27
Daymark Wealth Partners, LLC
INCREASED
Shares3,711 from 3,695
Change+16 (+0%)
Value$756.8K (-$66.6K)
Filed 2026-11-04
NLB Skladi, upravljanje premozenja, d.o.o.
UNCHANGED
Shares3,700 from 3,700
Change0 (0%)
Value$754.5K (-$70.2K)
Filed 2026-10-22
V-Square Quantitative Management LLC
INCREASED
Shares3,692 from 3,347
Change+345 (+10%)
Value$752.9K (+$6.9K)
Filed 2026-10-15
Solidarity Wealth, LLC
DECREASED
Shares3,675 from 8,675
Change-5,000 (-58%)
Value$749.4K (-$1.2M)
Filed 2026-10-15
Gibbs Wealth Management
INCREASED
Shares3,650 from 2,882
Change+768 (+27%)
Value$744.4K (+$102.0K)
Filed 2026-10-22
Spirit of America Management Corp
INCREASED
Shares3,650 from 3,500
Change+150 (+4%)
Value$744.3K (-$35.8K)
Filed 2026-10-14
Birchbrook, Inc.
DECREASED
Shares3,650 from 3,695
Change-45 (-1%)
Value$744.3K (-$79.3K)
Filed 2026-10-14
King Wealth Management Group
INCREASED
Shares3,597 from 3,588
Change+9 (+0%)
Value$734 (-$799.3K)
Filed 2026-11-09
Moneco Advisors, LLC
INCREASED
Shares3,574 from 3,492
Change+82 (+2%)
Value$728.9K (-$49.4K)
Filed 2026-11-05
Journey Retirement Planning & Investment Management LLC
INCREASED
Shares3,535 from 3,208
Change+327 (+10%)
Value$721.0K (+$6.1K)
Filed 2026-10-09
Cigna Investments Inc
UNCHANGED
Shares3,516 from 3,516
Change0 (0%)
Value$717 (-$783.3K)
Filed 2026-10-19
MCF Advisors LLC
DECREASED
Shares3,512 from 3,677
Change-165 (-4%)
Value$716.1K (-$103.4K)
Filed 2026-10-28
Nfsg Corp
DECREASED
Shares3,500 from 5,364
Change-1,864 (-35%)
Value$713.8K (-$481.6K)
Filed 2026-10-15
Morton Capital Management LLC
UNCHANGED
Shares3,493 from 3,493
Change0 (0%)
Value$712.3K (-$66.2K)
Filed 2026-10-23
Connecticut Wealth Management, LLC
INCREASED
Shares3,485 from 2,790
Change+695 (+25%)
Value$710.7K (+$88.8K)
Filed 2026-10-13
Aegon Asset Management UK PLC
DECREASED
Shares3,479 from 4,432
Change-953 (-21%)
Value$709.4K (-$278.4K)
Filed 2026-11-04
Integrity Advisory Solutions, LLC
INCREASED
Shares3,476 from 2,607
Change+869 (+33%)
Value$708.9K (+$127.6K)
Filed 2026-10-29
Bond & Devick Financial Network, Inc.
UNCHANGED
Shares3,465 from 3,465
Change0 (0%)
Value$706.6K (-$65.7K)
Filed 2026-10-23
Gilpin Wealth Management, LLC
DECREASED
Shares3,462 from 3,570
Change-108 (-3%)
Value$706.0K (-$89.7K)
Filed 2026-10-09
Rossby Financial, LCC
INCREASED
Shares3,451 from 1,080
Change+2,371 (+220%)
Value$703.7K (+$463.0K)
Filed 2026-11-05
Lynch & Associates
INCREASED
Shares3,415 from 3,370
Change+45 (+1%)
Value$696.4K (-$54.7K)
Filed 2026-10-13
Avantax Planning Partners, Inc.
INCREASED
Shares3,412 from 3,369
Change+43 (+1%)
Value$695.7K (-$55.2K)
Filed 2026-11-03
Auxano Advisors, LLC
DECREASED
Shares3,411 from 4,070
Change-659 (-16%)
Value$695.6K (-$211.6K)
Filed 2026-11-06
Ipsen Advisor Group LLC
DECREASED
Shares3,409 from 3,412
Change-3 (0%)
Value$695.2K (-$65.4K)
Filed 2026-10-29
Convergence Financial, LLC
NEW
Shares3,404
Change+3,404
Value$694.1K
Filed 2026-10-27
Zions Bancorporation, National Association
INCREASED
Shares3,398 from 3,261
Change+137 (+4%)
Value$692.9K (-$33.9K)
Filed 2026-11-06
RFG - Bristol Wealth Advisors, LLC
DECREASED
Shares3,382 from 3,451
Change-69 (-2%)
Value$689.6K (-$79.4K)
Filed 2026-10-09
Cyndeo Wealth Partners, LLC
INCREASED
Shares3,381 from 2,696
Change+685 (+25%)
Value$689.5K (+$88.7K)
Filed 2026-10-16
Vista Investment Partners LLC
NEW
Shares3,378
Change+3,378
Value$688.8K
Filed 2026-10-08
Smithfield Trust Co
INCREASED
Shares3,358 from 3,184
Change+174 (+5%)
Value$682 (-$710.3K)
Filed 2026-11-09
Baker Avenue Asset Management, LP
DECREASED
Shares3,350 from 3,952
Change-602 (-15%)
Value$683.0K (-$197.7K)
Filed 2026-11-06
Drive Wealth Management, LLC
DECREASED
Shares3,334 from 3,768
Change-434 (-12%)
Value$680.0K (-$159.9K)
Filed 2026-11-09
Asset Planning,Inc
DECREASED
Shares3,333 from 3,419
Change-86 (-3%)
Value$679.6K (-$82.5K)
Filed 2026-10-26
Goelzer Investment Management, Inc.
UNCHANGED
Shares3,321 from 3,321
Change0 (0%)
Value$677.2K (-$63.0K)
Filed 2026-10-16
Bill Few Associates, Inc.
DECREASED
Shares3,303 from 3,386
Change-83 (-2%)
Value$673.5K (-$81.1K)
Filed 2026-10-09
Catalyst Capital Advisors LLC
DECREASED
Shares3,285 from 3,753
Change-468 (-12%)
Value$669.9K (-$166.6K)
Filed 2026-11-02
Kintegral Advisory, LLC
INCREASED
Shares3,284 from 3,266
Change+18 (+1%)
Value$669.7K (-$58.3K)
Filed 2026-10-16
Algebris (UK) LTD
DECREASED
Shares3,279 from 3,630
Change-351 (-10%)
Value$668.7K (-$137.8K)
Filed 2026-11-06
Leo Wealth, LLC
NEW
Shares3,277
Change+3,277
Value$668.2K
Filed 2026-10-26
Glenview Trust Co
DECREASED
Shares3,256 from 3,278
Change-22 (-1%)
Value$664.0K (-$66.6K)
Filed 2026-10-28
Mechanics Financial Corp
DECREASED
Shares3,233 from 3,318
Change-85 (-3%)
Value$659.3K (-$80.2K)
Filed 2026-11-05
Beaumont Financial Advisors, LLC
DECREASED
Shares3,184 from 3,205
Change-21 (-1%)
Value$649.3K (-$65.0K)
Filed 2026-10-22
CX Institutional
DECREASED
Shares3,157 from 3,521
Change-364 (-10%)
Value$644 (-$141)
Filed 2026-10-02
CWA Asset Management Group, LLC
DECREASED
Shares3,145 from 3,558
Change-413 (-12%)
Value$641.3K (-$151.8K)
Filed 2026-10-19
Lewis Asset Management, LLC
INCREASED
Shares3,124 from 3,123
Change+1 (+0%)
Value$637.1K (-$59.1K)
Filed 2026-10-14
Lester Murray Antman dba SimplyRich
DECREASED
Shares3,117 from 3,121
Change-4 (0%)
Value$635.6K (-$59.4K)
Filed 2026-11-06
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares3,113 from 3,113
Change0 (0%)
Value$634.8K (-$59.0K)
Filed 2026-11-02
Profund Advisors LLC
DECREASED
Shares3,091 from 3,580
Change-489 (-14%)
Value$630.3K (-$167.6K)
Filed 2026-10-29
Pine Valley Investments Ltd Liability Co
DECREASED
Shares3,091 from 3,386
Change-295 (-9%)
Value$630.4K (-$124.3K)
Filed 2026-11-09
Trust Co
INCREASED
Shares3,086 from 3,051
Change+35 (+1%)
Value$629.3K (-$50.7K)
Filed 2026-10-09
Douglas Lane & Associates, LLC
INCREASED
Shares3,085 from 3,082
Change+3 (+0%)
Value$629.2K (-$57.8K)
Filed 2026-10-09
Axxion S.A.
INCREASED
Shares3,083 from 2,762
Change+321 (+12%)
Value$628.7K (+$13.1K)
Filed 2026-10-22
Shoker Investment Counsel, Inc.
INCREASED
Shares3,079 from 3,076
Change+3 (+0%)
Value$627.9K (-$57.7K)
Filed 2026-11-04
Badgley Phelps Wealth Managers, LLC
DECREASED
Shares3,069 from 3,082
Change-13 (0%)
Value$625.8K (-$61.2K)
Filed 2026-10-22
Shepherd Financial Partners LLC
DECREASED
Shares3,067 from 3,071
Change-4 (0%)
Value$625.5K (-$59.0K)
Filed 2026-11-03
Spire Wealth Management
DECREASED
Shares3,044 from 3,595
Change-551 (-15%)
Value$620.7K (-$180.5K)
Filed 2026-10-30
Oakworth Capital, Inc.
UNCHANGED
Shares3,019 from 3,019
Change0 (0%)
Value$615.6K (-$59.5K)
Filed 2026-10-26
Falcon Wealth Planning
DECREASED
Shares3,017 from 3,167
Change-150 (-5%)
Value$615.3K (-$90.6K)
Filed 2026-11-06
Core Wealth Partners LLC
UNCHANGED
Shares3,010 from 3,010
Change0 (0%)
Value$613.8K (-$57.1K)
Filed 2026-11-02
Montecito Bank & Trust
DECREASED
Shares3,002 from 3,011
Change-9 (0%)
Value$612.2K (-$58.9K)
Filed 2026-10-01
Carlson Financial, Inc.
DECREASED
Shares2,993 from 3,004
Change-11 (0%)
Value$610.3K (-$60.1K)
Filed 2026-11-05
Roman Butler Fullerton & Co
INCREASED
Shares2,979 from 2,973
Change+6 (+0%)
Value$674.5K (-$29.2K)
Filed 2026-10-27
Meyer Handelman Co
UNCHANGED
Shares2,973 from 2,973
Change0 (0%)
Value$606.3K (-$56.5K)
Filed 2026-10-28
Baker Tilly Wealth Management, LLC
DECREASED
Shares2,952 from 3,006
Change-54 (-2%)
Value$602.1K (-$68.0K)
Filed 2026-10-05
XML Financial, LLC
DECREASED
Shares2,944 from 3,801
Change-857 (-23%)
Value$600.3K (-$246.9K)
Filed 2026-10-29
Schear Investment Advisers, LLC
INCREASED
Shares2,939 from 1,013
Change+1,926 (+190%)
Value$599.3K (+$373.5K)
Filed 2026-10-14
Tempo Wealth, LLC
INCREASED
Shares2,939 from 2,927
Change+12 (+0%)
Value$599.3K (-$53.2K)
Filed 2026-10-14
Richwood Investment Advisors, LLC
DECREASED
Shares2,935 from 3,135
Change-200 (-6%)
Value$598.5K (-$100.2K)
Filed 2026-10-30
Bdfs Capital LLC
DECREASED
Shares2,924 from 2,963
Change-39 (-1%)
Value$596.3K (-$64.0K)
Filed 2026-10-14
Cornerstone Advisory, LLC
DECREASED
Shares2,916 from 2,926
Change-10 (0%)
Value$594.6K (-$57.5K)
Filed 2026-11-06
CMG Global Holdings, LLC
UNCHANGED
Shares2,909 from 2,909
Change0 (0%)
Value$593.2K (-$55.2K)
Filed 2026-10-14
Forza Wealth Management, LLC
UNCHANGED
Shares2,902 from 2,902
Change0 (0%)
Value$591.8K (-$55.0K)
Filed 2026-10-20
Claro Advisors Inc.
INCREASED
Shares2,895 from 2,733
Change+162 (+6%)
Value$590.3K (-$18.8K)
Filed 2026-11-02
Compass Financial Management LLC
DECREASED
Shares2,894 from 2,897
Change-3 (0%)
Value$590.2K (-$60.6K)
Filed 2026-10-30
Maia Wealth LLC
INCREASED
Shares2,889 from 2,263
Change+626 (+28%)
Value$589.2K (+$84.9K)
Filed 2026-10-19
Alliance Wealth Advisors, LLC
INCREASED
Shares2,854 from 2,825
Change+29 (+1%)
Value$582.0K (-$47.6K)
Filed 2026-10-14
SBI Securities Co., Ltd.
INCREASED
Shares2,851 from 2,699
Change+152 (+6%)
Value$581.4K (-$20.2K)
Filed 2026-10-22
GS Investments, Inc.
INCREASED
Shares2,850 from 2,650
Change+200 (+8%)
Value$581.2K (-$9.5K)
Filed 2026-11-05
Values First Advisors, Inc.
INCREASED
Shares2,834 from 1,853
Change+981 (+53%)
Value$577.8K (+$164.7K)
Filed 2026-10-23
S-Bank Fund Management Ltd
INCREASED
Shares2,817 from 2,680
Change+137 (+5%)
Value$574.4K (-$22.9K)
Filed 2026-11-06
Marble Harbor Investment Counsel, LLC
UNCHANGED
Shares2,816 from 2,816
Change0 (0%)
Value$574.2K (-$53.4K)
Filed 2026-11-06
McAdam, LLC
DECREASED
Shares2,808 from 2,822
Change-14 (0%)
Value$572.6K (-$56.4K)
Filed 2026-10-21
Vision Capital Management, Inc.
UNCHANGED
Shares2,802 from 2,802
Change0 (0%)
Value$571.4K (-$53.1K)
Filed 2026-10-20
Pinnacle Wealth Management Advisory Group, LLC
DECREASED
Shares2,777 from 2,814
Change-37 (-1%)
Value$566.3K (-$60.9K)
Filed 2026-10-23
WBI Investments, LLC
INCREASED
Shares2,763 from 1,669
Change+1,094 (+66%)
Value$563.4K (+$191.4K)
Filed 2026-11-05
W.G. Shaheen & Associates DBA Whitney & Co
UNCHANGED
Shares2,726 from 2,726
Change0 (0%)
Value$555.9K (-$51.7K)
Filed 2026-11-03
Parkside Financial Bank & Trust
DECREASED
Shares2,725 from 2,954
Change-229 (-8%)
Value$555.7K (-$102.7K)
Filed 2026-10-27
Greatmark Investment Partners, Inc.
UNCHANGED
Shares2,725 from 2,725
Change0 (0%)
Value$555.7K (-$51.7K)
Filed 2026-10-28
Turtle Creek Wealth Advisors, LLC
DECREASED
Shares2,720 from 3,774
Change-1,054 (-28%)
Value$554.7K (-$286.6K)
Filed 2026-10-15
Master's Wealth Management Inc.
DECREASED
Shares2,713 from 2,750
Change-37 (-1%)
Value$553.1K (-$59.7K)
Filed 2026-10-22
Alpha Zero LLC
DECREASED
Shares2,700 from 3,002
Change-302 (-10%)
Value$550.7K (-$176.7K)
Filed 2026-11-06
AM Investment Strategies LLC
UNCHANGED
Shares2,669 from 2,669
Change0 (0%)
Value$544 (-$51)
Filed 2026-11-05
Intrua Financial, LLC
DECREASED
Shares2,667 from 2,669
Change-2 (0%)
Value$543.8K (-$51.1K)
Filed 2026-10-28
Marshall & Sterling Wealth Advisors Inc.
INCREASED
Shares2,662 from 2,567
Change+95 (+4%)
Value$542.9K (-$29.2K)
Filed 2026-10-28
Silphium Asset Management Ltd
DECREASED
Shares2,654 from 3,154
Change-500 (-16%)
Value$541.2K (-$161.8K)
Filed 2026-10-27
Freestone Capital Holdings, LLC
INCREASED
Shares2,644 from 1,980
Change+664 (+34%)
Value$539.1K (+$97.6K)
Filed 2026-11-09
Ashton Thomas Securities, LLC
DECREASED
Shares2,640 from 3,005
Change-365 (-12%)
Value$538.3K (-$130.1K)
Filed 2026-10-26
River Street Advisors LLC
INCREASED
Shares2,636 from 2,394
Change+242 (+10%)
Value$537.5K (+$4.0K)
Filed 2026-10-22
B. Riley Wealth Advisors, Inc.
INCREASED
Shares2,629 from 2,045
Change+584 (+29%)
Value$536.0K (+$79.2K)
Filed 2026-10-13
Weinberger Asset Management, Inc
INCREASED
Shares2,625 from 2,620
Change+5 (+0%)
Value$535.3K (-$58.3K)
Filed 2026-10-28
Alta Advisers Ltd
INCREASED
Shares2,605 from 1,478
Change+1,127 (+76%)
Value$531.2K (+$201.8K)
Filed 2026-11-02
Howard Capital Management, LLC
INCREASED
Shares2,603 from 2,579
Change+24 (+1%)
Value$530.8K (-$44.0K)
Filed 2026-10-16
Ti-Trust, Inc
UNCHANGED
Shares2,603 from 2,603
Change0 (0%)
Value$530.8K (-$49.4K)
Filed 2026-10-21
Merrion Investment Management Co, LLC
UNCHANGED
Shares2,600 from 2,600
Change0 (0%)
Value$530.2K (-$49.3K)
Filed 2026-10-16
Grove Bank & Trust
UNCHANGED
Shares2,596 from 2,596
Change0 (0%)
Value$529.4K (-$49.2K)
Filed 2026-10-08
Central Valley Advisors, LLC
UNCHANGED
Shares2,593 from 2,593
Change0 (0%)
Value$528.7K (-$49.2K)
Filed 2026-10-27
Indivisible Partners
INCREASED
Shares2,580 from 1,940
Change+640 (+33%)
Value$526.1K (+$93.7K)
Filed 2026-10-26
Meridian Financial Advisors, LLC
UNCHANGED
Shares2,571 from 2,571
Change0 (0%)
Value$524.3K (-$48.7K)
Filed 2026-10-14
Parthenon LLC
INCREASED
Shares2,568 from 2,500
Change+68 (+3%)
Value$523.7K (-$33.5K)
Filed 2026-10-22
Centurion Wealth Management LLC
INCREASED
Shares2,545 from 2,443
Change+102 (+4%)
Value$519.0K (-$25.5K)
Filed 2026-10-13
Ring Mountain Capital, LLC
UNCHANGED
Shares2,536 from 2,536
Change0 (0%)
Value$517.1K (-$48.1K)
Filed 2026-10-13
Cardinal Point Capital Management ULC
DECREASED
Shares2,497 from 3,892
Change-1,395 (-36%)
Value$509.2K (-$358.3K)
Filed 2026-10-21
Harrell Investment Partners, LLC
DECREASED
Shares2,493 from 2,509
Change-16 (-1%)
Value$508.3K (-$50.8K)
Filed 2026-10-15
StoneX Group Inc.
INCREASED
Shares2,492 from 1,526
Change+966 (+63%)
Value$525.7K (+$185.7K)
Filed 2026-11-03
Verus Capital Partners, LLC
DECREASED
Shares2,487 from 3,379
Change-892 (-26%)
Value$507.2K (-$245.9K)
Filed 2026-11-03
Harbor Investment Advisory, LLC
UNCHANGED
Shares2,487 from 2,487
Change0 (0%)
Value$507.1K (-$47.2K)
Filed 2026-10-13
Appleton Partners Inc
DECREASED
Shares2,478 from 2,528
Change-50 (-2%)
Value$505 (-$562.5K)
Filed 2026-10-30
Trust Point Inc.
INCREASED
Shares2,478 from 2,435
Change+43 (+2%)
Value$505.3K (-$37.4K)
Filed 2026-10-27
Cahaba Wealth Management, Inc.
INCREASED
Shares2,477 from 2,473
Change+4 (+0%)
Value$505.0K (-$46.2K)
Filed 2026-10-26
Signature Equity Partners, LLC
INCREASED
Shares2,463 from 2,429
Change+34 (+1%)
Value$502.3K (-$39.0K)
Filed 2026-10-29
PDS Planning, Inc
DECREASED
Shares2,453 from 2,575
Change-122 (-5%)
Value$500.2K (-$73.7K)
Filed 2026-11-03
Smith Chas P & Associates PA Cpas
DECREASED
Shares2,449 from 2,454
Change-5 (0%)
Value$555.6K (+$8.6K)
Filed 2026-10-22
Adell Harriman & Carpenter Inc
DECREASED
Shares2,436 from 2,636
Change-200 (-8%)
Value$496.7K (-$90.8K)
Filed 2026-11-02
Avior Wealth Management, LLC
DECREASED
Shares2,432 from 2,950
Change-518 (-18%)
Value$495.9K (-$161.5K)
Filed 2026-10-13
OpenArc Corporate Advisory, LLC
INCREASED
Shares2,431 from 1,727
Change+704 (+41%)
Value$495.8K (+$110.8K)
Filed 2026-10-21
Blue Fin Capital, Inc.
INCREASED
Shares2,425 from 1,839
Change+586 (+32%)
Value$494.5K (+$84.6K)
Filed 2026-10-28
Legacy Capital Group California, Inc.
DECREASED
Shares2,423 from 2,456
Change-33 (-1%)
Value$494.1K (-$53.3K)
Filed 2026-11-09
Stablepoint Partners, LLC
INCREASED
Shares2,423 from 2,422
Change+1 (+0%)
Value$494.0K (-$45.8K)
Filed 2026-11-03
Lecap Asset Management LTD
NEW
Shares2,416
Change+2,416
Value$492.7K
Filed 2026-10-27
Diversified Enterprises, LLC
INCREASED
Shares2,416 from 1,814
Change+602 (+33%)
Value$492.7K (+$88.4K)
Filed 2026-10-19
Wealth Dimensions Group, Ltd.
INCREASED
Shares2,414 from 2,345
Change+69 (+3%)
Value$492.3K (-$30.4K)
Filed 2026-11-02
Mendel Money Management
INCREASED
Shares2,405 from 2,402
Change+3 (+0%)
Value$490.4K (-$44.9K)
Filed 2026-11-02
Catalyst Financial Partners LLC
DECREASED
Shares2,395 from 2,525
Change-130 (-5%)
Value$488.4K (-$74.4K)
Filed 2026-11-06
Belleair Asset Management, LLC
UNCHANGED
Shares2,391 from 2,391
Change0 (0%)
Value$487.6K (-$45.3K)
Filed 2026-11-03
Cache Advisors, LLC
DECREASED
Shares2,385 from 4,500
Change-2,115 (-47%)
Value$486.3K (-$516.6K)
Filed 2026-10-16
M.E. Allison & Co., Inc.
DECREASED
Shares2,367 from 2,478
Change-111 (-4%)
Value$482.7K (-$69.6K)
Filed 2026-10-09
Hudock, Inc.
INCREASED
Shares2,356 from 2,355
Change+1 (+0%)
Value$480.5K (-$44.4K)
Filed 2026-10-14
Supplemental Annuity Collective Trust of NJ
DECREASED
Shares2,352 from 2,370
Change-18 (-1%)
Value$479.6K (-$48.6K)
Filed 2026-11-02
Certuity, LLC
DECREASED
Shares2,351 from 2,804
Change-453 (-16%)
Value$479.4K (-$145.5K)
Filed 2026-11-02
Atwood & Palmer Inc
UNCHANGED
Shares2,350 from 2,350
Change0 (0%)
Value$479.2K (-$44.6K)
Filed 2026-10-08
Formidable Asset Management, LLC
INCREASED
Shares2,344 from 2,317
Change+27 (+1%)
Value$522.4K (-$10.0K)
Filed 2026-11-03
Cypress Wealth Services, LLC
INCREASED
Shares2,337 from 2,336
Change+1 (+0%)
Value$485.8K (-$35.0K)
Filed 2026-10-21
Cape ANN Savings Bank
INCREASED
Shares2,335 from 2,315
Change+20 (+1%)
Value$476.2K (-$39.8K)
Filed 2026-11-09
Jeppson Wealth Management, LLC
DECREASED
Shares2,326 from 2,372
Change-46 (-2%)
Value$474.3K (-$54.4K)
Filed 2026-10-20
Buska Wealth Management, LLC
INCREASED
Shares2,311 from 2,279
Change+32 (+1%)
Value$471.2K (-$36.7K)
Filed 2026-10-08
Nilsine Partners, LLC
DECREASED
Shares2,303 from 2,468
Change-165 (-7%)
Value$469.6K (-$80.5K)
Filed 2026-11-02
Tributary Capital Management, LLC
UNCHANGED
Shares2,290 from 2,290
Change0 (0%)
Value$467.0K (-$43.4K)
Filed 2026-10-28
Busey Bank
DECREASED
Shares2,289 from 3,078
Change-789 (-26%)
Value$466.8K (-$219.3K)
Filed 2026-10-26
AdvisorNet Financial, Inc
DECREASED
Shares2,288 from 2,417
Change-129 (-5%)
Value$493.6K (-$45.1K)
Filed 2026-10-15
Cypress Capital Group
DECREASED
Shares2,274 from 2,304
Change-30 (-1%)
Value$463.7K (-$49.8K)
Filed 2026-11-03
SL Advisors, LLC
DECREASED
Shares2,268 from 2,435
Change-167 (-7%)
Value$462.5K (-$80.2K)
Filed 2026-10-13
New Hampshire Trust
UNCHANGED
Shares2,266 from 2,266
Change0 (0%)
Value$462.1K (-$43.0K)
Filed 2026-10-20
Capital Management Associates, Inc
INCREASED
Shares2,261 from 2,251
Change+10 (+0%)
Value$461.1K (-$40.7K)
Filed 2026-10-20
Capital Advantage, Inc.
NEW
Shares2,247
Change+2,247
Value$458.2K
Filed 2026-10-14
Benchmark Financial Wealth Advisors, LLC
INCREASED
Shares2,246 from 2,171
Change+75 (+3%)
Value$458.0K (-$25.9K)
Filed 2026-10-20
Freedom Day Solutions, LLC
UNCHANGED
Shares2,245 from 2,245
Change0 (0%)
Value$457.8K (-$42.5K)
Filed 2026-10-20
Van Cleef Asset Management,Inc
UNCHANGED
Shares2,220 from 2,220
Change0 (0%)
Value$452.7K (-$42.1K)
Filed 2026-10-20
Princeton Global Asset Management LLC
DECREASED
Shares2,212 from 2,267
Change-55 (-2%)
Value$451.1K (-$54.2K)
Filed 2026-10-21
KMG Fiduciary Partners, LLC
UNCHANGED
Shares2,211 from 2,211
Change0 (0%)
Value$450.9K (-$41.9K)
Filed 2026-10-14
Creative Financial Designs Inc
DECREASED
Shares2,208 from 2,226
Change-18 (-1%)
Value$450.2K (-$45.9K)
Filed 2026-11-04
Successful Portfolios LLC
DECREASED
Shares2,192 from 2,197
Change-5 (0%)
Value$452.6K (-$57.6K)
Filed 2026-10-09
Davidson Trust Co
UNCHANGED
Shares2,188 from 2,188
Change0 (0%)
Value$446.2K (-$41.5K)
Filed 2026-10-09
Allegheny Financial Group
INCREASED
Shares2,134 from 2,133
Change+1 (+0%)
Value$435.2K (-$40.5K)
Filed 2026-11-05
MFA Wealth Services
INCREASED
Shares2,129 from 2,116
Change+13 (+1%)
Value$434.1K (-$37.6K)
Filed 2026-10-14
KFG Wealth Management, LLC
DECREASED
Shares2,122 from 2,633
Change-511 (-19%)
Value$432.7K (-$154.2K)
Filed 2026-10-16
Advisory Solutions Group, LLC
INCREASED
Shares2,116 from 1,890
Change+226 (+12%)
Value$431.5K (+$10.3K)
Filed 2026-10-14
Primoris Wealth Advisors, LLC
UNCHANGED
Shares2,104 from 2,104
Change0 (0%)
Value$429.0K (-$39.9K)
Filed 2026-10-28
Elevate Capital Advisors, LLC
DECREASED
Shares2,099 from 2,537
Change-438 (-17%)
Value$428.0K (-$137.5K)
Filed 2026-11-02
Rossmore Private Capital
INCREASED
Shares2,099 from 1,899
Change+200 (+11%)
Value$428.0K (+$4.8K)
Filed 2026-10-27
Capital Advisors, Ltd. LLC
DECREASED
Shares2,087 from 2,095
Change-8 (0%)
Value$426 (-$41)
Filed 2026-10-27
Old Second National Bank of Aurora
DECREASED
Shares2,086 from 2,328
Change-242 (-10%)
Value$425.4K (-$93.5K)
Filed 2026-10-22
Summit Financial Wealth Advisors, LLC
DECREASED
Shares2,085 from 2,173
Change-88 (-4%)
Value$425.2K (-$59.1K)
Filed 2026-10-15
SAX Wealth Advisors, LLC
INCREASED
Shares2,081 from 1,138
Change+943 (+83%)
Value$424.3K (+$162.9K)
Filed 2026-10-13
Nautilus Advisors LLC
INCREASED
Shares2,079 from 2,075
Change+4 (+0%)
Value$423.9K (-$60.3K)
Filed 2026-10-07
Mindset Wealth Management, LLC
DECREASED
Shares2,077 from 2,182
Change-105 (-5%)
Value$423.5K (-$62.8K)
Filed 2026-10-19
Syntegra Private Wealth Group, LLC
DECREASED
Shares2,070 from 2,092
Change-22 (-1%)
Value$422.1K (-$44.2K)
Filed 2026-10-13
Bison Wealth, LLC
DECREASED
Shares2,069 from 2,545
Change-476 (-19%)
Value$436.8K (-$146.0K)
Filed 2026-10-13
Baring Financial LLC
INCREASED
Shares2,066 from 2,056
Change+10 (+0%)
Value$421.2K (-$37.0K)
Filed 2026-10-07
Wealth Management Partners, LLC
DECREASED
Shares2,055 from 2,081
Change-26 (-1%)
Value$419.1K (-$44.8K)
Filed 2026-10-21
Zullo Investment Group, Inc.
DECREASED
Shares2,053 from 2,070
Change-17 (-1%)
Value$418.8K (-$42.7K)
Filed 2026-10-20
Etesian Wealth Advisors, Inc.
INCREASED
Shares2,045 from 2,003
Change+42 (+2%)
Value$417.0K (-$29.4K)
Filed 2026-10-27
Partners Wealth Management, LLC
NEW
Shares2,042
Change+2,042
Value$416.5K
Filed 2026-10-28
Cassaday & Co Wealth Management LLC
DECREASED
Shares2,037 from 2,517
Change-480 (-19%)
Value$415.4K (-$145.6K)
Filed 2026-10-27
Key Client Fiduciary Advisors, LLC
INCREASED
Shares2,025 from 1,721
Change+304 (+18%)
Value$413.0K (+$29.3K)
Filed 2026-10-19
Tuttle Capital Management, LLC
NEW
Shares2,014
Change+2,014
Value$410.7K
Filed 2026-10-21
Flagship Wealth Advisors, LLC
INCREASED
Shares2,014 from 1,945
Change+69 (+4%)
Value$410.6K (-$22.8K)
Filed 2026-11-03
GC Wealth Management RIA, LLC
DECREASED
Shares2,006 from 3,040
Change-1,034 (-34%)
Value$409.1K (-$268.5K)
Filed 2026-11-02
Johnson Bixby & Associates, LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$407.8K (-$37.9K)
Filed 2026-10-14
Maple Capital Management, Inc.
INCREASED
Shares1,997 from 1,912
Change+85 (+4%)
Value$407.3K (-$18.8K)
Filed 2026-11-02
Lakeshore Financial Planning, Inc.
INCREASED
Shares1,996 from 1,995
Change+1 (+0%)
Value$406.9K (-$37.8K)
Filed 2026-10-13
Eubel Brady & Suttman Asset Management Inc
INCREASED
Shares1,987 from 1,984
Change+3 (+0%)
Value$405 (-$441.6K)
Filed 2026-11-04
Baker Boyer National Bank
UNCHANGED
Shares1,979 from 1,979
Change0 (0%)
Value$403.6K (-$37.5K)
Filed 2026-11-05
Ibex Wealth Advisors
DECREASED
Shares1,977 from 2,179
Change-202 (-9%)
Value$403.1K (-$82.6K)
Filed 2026-11-06
Whelan Financial
INCREASED
Shares1,977 from 1,936
Change+41 (+2%)
Value$403.2K (-$28.3K)
Filed 2026-10-28
Impact Investors, Inc
INCREASED
Shares1,977 from 1,974
Change+3 (+0%)
Value$403.2K (-$36.8K)
Filed 2026-11-02
Premier Path Wealth Partners, LLC
INCREASED
Shares1,976 from 1,799
Change+177 (+10%)
Value$403.0K (+$2.0K)
Filed 2026-10-16
PKS Advisory Services, LLC
UNCHANGED
Shares1,969 from 1,969
Change0 (0%)
Value$439.2K ($0)
Filed 2026-10-26
RW Investment Management LLC
INCREASED
Shares1,966 from 1,945
Change+21 (+1%)
Value$400.9K (-$32.6K)
Filed 2026-11-03
First Nebraska Trust Co
UNCHANGED
Shares1,953 from 1,953
Change0 (0%)
Value$398.3K (-$37.0K)
Filed 2026-10-30
Facet Wealth, Inc.
DECREASED
Shares1,944 from 2,097
Change-153 (-7%)
Value$396.5K (-$71.0K)
Filed 2026-11-04
MBA Advisors LLC
DECREASED
Shares1,934 from 2,411
Change-477 (-20%)
Value$394.4K (-$143.0K)
Filed 2026-10-29
San Luis Wealth Advisors LLC
INCREASED
Shares1,934 from 1,932
Change+2 (+0%)
Value$394.4K (-$36.3K)
Filed 2026-10-27
Personal CFO Solutions, LLC
DECREASED
Shares1,930 from 2,304
Change-374 (-16%)
Value$393.5K (-$119.9K)
Filed 2026-11-06
Portfolio Design Labs, LLC
INCREASED
Shares1,923 from 1,893
Change+30 (+2%)
Value$392.1K (-$29.8K)
Filed 2026-11-04
Oslo Pensjonsforsikring AS
DECREASED
Shares1,921 from 2,128
Change-207 (-10%)
Value$391.7K (-$82.6K)
Filed 2026-10-15
Moody National Bank Trust Division
DECREASED
Shares1,921 from 1,991
Change-70 (-4%)
Value$391.7K (-$52.0K)
Filed 2026-10-06
Southland Equity Partners LLC
INCREASED
Shares1,911 from 1,889
Change+22 (+1%)
Value$389.7K (-$31.3K)
Filed 2026-10-14
Penobscot Investment Management Company, Inc.
INCREASED
Shares1,903 from 1,684
Change+219 (+13%)
Value$388.1K (+$12.7K)
Filed 2026-10-26
Accurate Wealth Management, LLC
DECREASED
Shares1,901 from 2,401
Change-500 (-21%)
Value$402.8K (-$157.4K)
Filed 2026-10-20
United Advisor Group, LLC
INCREASED
Shares1,901 from 1,883
Change+18 (+1%)
Value$387.6K (-$32.1K)
Filed 2026-11-03
Plancorp, LLC
INCREASED
Shares1,900 from 1,887
Change+13 (+1%)
Value$443.5K (-$3.2K)
Filed 2026-11-03
Sterling Investment Advisors, Ltd.
INCREASED
Shares1,892 from 1,891
Change+1 (+0%)
Value$385.8K (-$35.6K)
Filed 2026-10-27
Folger Nolan Fleming Douglas Capital Management, Inc
DECREASED
Shares1,889 from 1,904
Change-15 (-1%)
Value$385.2K (-$39.2K)
Filed 2026-10-13
Ejmk Ventures LLC
DECREASED
Shares1,885 from 1,974
Change-89 (-5%)
Value$384.5K (-$55.6K)
Filed 2026-10-21
bLong Financial, LLC
UNCHANGED
Shares1,871 from 1,871
Change0 (0%)
Value$381.5K (-$35.5K)
Filed 2026-10-29
Optas, LLC
DECREASED
Shares1,866 from 1,889
Change-23 (-1%)
Value$380.5K (-$40.5K)
Filed 2026-11-09
Herold Advisors, Inc.
DECREASED
Shares1,865 from 2,037
Change-172 (-8%)
Value$380.3K (-$72.7K)
Filed 2026-10-19
O'Domhnaill Enterprises, Inc.
DECREASED
Shares1,858 from 12,142
Change-10,284 (-85%)
Value$378.9K (-$2.3M)
Filed 2026-10-29
SkyOak Wealth, LLC
UNCHANGED
Shares1,836 from 1,836
Change0 (0%)
Value$374.4K (-$34.8K)
Filed 2026-10-28
Clear Harbor Asset Management, LLC
NEW
Shares1,830
Change+1,830
Value$373.2K
Filed 2026-11-05
Aspiriant, LLC
DECREASED
Shares1,829 from 1,836
Change-7 (0%)
Value$373.0K (-$36.2K)
Filed 2026-10-16
NBT Bank, N.A.
INCREASED
Shares1,827 from 1,720
Change+107 (+6%)
Value$372.6K (-$10.8K)
Filed 2026-10-21
TSG Advice Partners, LLC
NEW
Shares1,822
Change+1,822
Value$406.2K
Filed 2026-10-29
MPS Loria Financial Planners, LLC
INCREASED
Shares1,822 from 1,814
Change+8 (+0%)
Value$371.5K (-$32.8K)
Filed 2026-10-14
SeaCrest Wealth Management, LLC
DECREASED
Shares1,820 from 11,819
Change-9,999 (-85%)
Value$371.1K (-$2.3M)
Filed 2026-10-21
Quaker Wealth Management, LLC
DECREASED
Shares1,820 from 1,825
Change-5 (0%)
Value$371.1K (-$35.6K)
Filed 2026-10-22
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED
Shares1,818 from 1,818
Change0 (0%)
Value$371 (-$404.6K)
Filed 2026-10-14
Warner Group LLC
NEW
Shares1,804
Change+1,804
Value$367.9K
Filed 2026-11-09
South Shore Capital Advisors
UNCHANGED
Shares1,804 from 1,804
Change0 (0%)
Value$367.8K (-$34.2K)
Filed 2026-10-20
Camden National Bank
UNCHANGED
Shares1,803 from 1,803
Change0 (0%)
Value$367.7K (-$34.2K)
Filed 2026-11-02
Amplius Wealth Advisors, LLC
DECREASED
Shares1,802 from 2,467
Change-665 (-27%)
Value$367.5K (-$182.4K)
Filed 2026-10-20
True North Advisors, LLC
DECREASED
Shares1,802 from 1,849
Change-47 (-3%)
Value$367.5K (-$44.6K)
Filed 2026-10-22
Ifrah Financial Services, Inc.
DECREASED
Shares1,800 from 1,842
Change-42 (-2%)
Value$367.0K (-$43.6K)
Filed 2026-10-13
Paradigm Asset Management Co LLC
UNCHANGED
Shares1,800 from 1,800
Change0 (0%)
Value$367.1K (-$34.1K)
Filed 2026-11-05
Diligent Investors, LLC
DECREASED
Shares1,797 from 1,862
Change-65 (-3%)
Value$366.5K (-$48.5K)
Filed 2026-10-21
Sawgrass Asset Management LLC
DECREASED
Shares1,797 from 1,830
Change-33 (-2%)
Value$366.4K (-$41.4K)
Filed 2026-11-03
Prescott Group Capital Management, L.L.C.
UNCHANGED
Shares1,769 from 1,769
Change0 (0%)
Value$360.7K (-$33.5K)
Filed 2026-10-30
Broadway Wealth Solutions, Inc.
INCREASED
Shares1,764 from 1,761
Change+3 (+0%)
Value$359.9K (-$32.7K)
Filed 2026-10-21
First County Bank
INCREASED
Shares1,763 from 1,746
Change+17 (+1%)
Value$359.5K (-$29.6K)
Filed 2026-10-13
City State Bank
DECREASED
Shares1,758 from 1,774
Change-16 (-1%)
Value$358.5K (-$36.9K)
Filed 2026-10-20
Canandaigua National Bank & Trust Co
DECREASED
Shares1,752 from 2,002
Change-250 (-12%)
Value$357.3K (-$88.9K)
Filed 2026-10-07
Aljian Capital Management, LLC
DECREASED
Shares1,748 from 1,835
Change-87 (-5%)
Value$356.4K (-$52.5K)
Filed 2026-10-28
Csenge Advisory Group
DECREASED
Shares1,743 from 2,382
Change-639 (-27%)
Value$355.5K (-$175.4K)
Filed 2026-11-04
Ranch Capital Advisors Inc.
INCREASED
Shares1,741 from 1,718
Change+23 (+1%)
Value$355.0K (-$27.9K)
Filed 2026-11-09
Archford Capital Strategies, LLC
DECREASED
Shares1,740 from 1,783
Change-43 (-2%)
Value$354.9K (-$42.6K)
Filed 2026-10-19
Green Ridge Wealth Planning LLC
DECREASED
Shares1,730 from 1,935
Change-205 (-11%)
Value$352.8K (-$78.5K)
Filed 2026-10-08
Forest Hill Capital, LLC
UNCHANGED
Shares1,730 from 1,730
Change0 (0%)
Value$352.8K (-$32.8K)
Filed 2026-11-05
Biltmore Family Office, LLC
DECREASED
Shares1,724 from 1,739
Change-15 (-1%)
Value$351.5K (-$36.0K)
Filed 2026-11-03
SLT Holdings LLC
NEW
Shares1,723
Change+1,723
Value$351.4K
Filed 2026-10-15
Peoples Financial Services Corp.
DECREASED
Shares1,711 from 1,796
Change-85 (-5%)
Value$348.9K (-$51.4K)
Filed 2026-10-20
71 West Capital Partners
DECREASED
Shares1,710 from 2,514
Change-804 (-32%)
Value$348.7K (-$211.6K)
Filed 2026-11-04
Dumont & Blake Investment Advisors LLC
UNCHANGED
Shares1,707 from 1,707
Change0 (0%)
Value$348.1K (-$32.4K)
Filed 2026-10-28
Quantum Financial Advisors, LLC
INCREASED
Shares1,706 from 1,604
Change+102 (+6%)
Value$347.8K (-$9.6K)
Filed 2026-11-03
Heritage Trust Co
DECREASED
Shares1,706 from 1,772
Change-66 (-4%)
Value$347.9K (-$47.1K)
Filed 2026-11-09
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares1,702 from 1,702
Change0 (0%)
Value$347.1K (-$32.3K)
Filed 2026-10-23
Philadelphia Trust Co
UNCHANGED
Shares1,700 from 1,700
Change0 (0%)
Value$347 (-$378.7K)
Filed 2026-11-05
Heritage Wealth Advisors
INCREASED
Shares1,690 from 1,553
Change+137 (+9%)
Value$344.6K (-$1.5K)
Filed 2026-11-09
Clean Yield Group
INCREASED
Shares1,685 from 751
Change+934 (+124%)
Value$343.6K (+$176.2K)
Filed 2026-10-28
First Business Financial Services, Inc.
UNCHANGED
Shares1,685 from 1,685
Change0 (0%)
Value$343.6K (-$31.9K)
Filed 2026-10-29
Wealth Architects, LLC
DECREASED
Shares1,678 from 1,692
Change-14 (-1%)
Value$342.2K (-$34.9K)
Filed 2026-11-03
Sacks & Associates, LLC
UNCHANGED
Shares1,674 from 1,674
Change0 (0%)
Value$341.4K (-$37.9K)
Filed 2026-10-09
Legacy Capital Wealth Partners, LLC
DECREASED
Shares1,660 from 1,761
Change-101 (-6%)
Value$338.5K (-$54.0K)
Filed 2026-10-21
Cove Private Wealth, LLC
INCREASED
Shares1,656 from 1,652
Change+4 (+0%)
Value$337.7K (-$30.5K)
Filed 2026-10-28
Vista Investment Partners II, LLC
DECREASED
Shares1,655 from 1,804
Change-149 (-8%)
Value$337.6K (-$64.5K)
Filed 2026-10-15
Triad Wealth Partners, LLC
DECREASED
Shares1,647 from 1,873
Change-226 (-12%)
Value$335.9K (-$88.2K)
Filed 2026-10-26
Moss Adams Wealth Advisors LLC
INCREASED
Shares1,642 from 1,573
Change+69 (+4%)
Value$334.9K (-$15.7K)
Filed 2026-10-28
Bannerman Wealth Management Group, LLC
INCREASED
Shares1,640 from 1,625
Change+15 (+1%)
Value$334.4K (-$27.8K)
Filed 2026-10-09
Latitude Advisors, LLC
DECREASED
Shares1,638 from 1,774
Change-136 (-8%)
Value$334.1K (-$61.4K)
Filed 2026-10-27
Cheviot Value Management, LLC
INCREASED
Shares1,634 from 1,592
Change+42 (+3%)
Value$333.2K (-$21.6K)
Filed 2026-11-09
Marin Bay Wealth Advisors, LLC
INCREASED
Shares1,630 from 1,623
Change+7 (+0%)
Value$332.5K (-$29.3K)
Filed 2026-10-28
Caitong International Asset Management Co., Ltd
NEW
Shares1,622
Change+1,622
Value$330.8K
Filed 2026-10-29
Bullock Wealth Management Group
INCREASED
Shares1,618 from 1,617
Change+1 (+0%)
Value$326.6K (-$35.7K)
Filed 2026-10-09
Acadian Asset Management LLC
DECREASED
Shares1,617 from 137,985
Change-136,368 (-99%)
Value$329 (-$30.8M)
Filed 2026-11-09
Manchester Capital Management LLC
DECREASED
Shares1,614 from 1,718
Change-104 (-6%)
Value$329.1K (-$53.8K)
Filed 2026-10-22
Stockman Wealth Management, Inc.
UNCHANGED
Shares1,610 from 1,610
Change0 (0%)
Value$328.3K (-$30.5K)
Filed 2026-10-27
Allen Wealth Management, LLC
UNCHANGED
Shares1,609 from 1,609
Change0 (0%)
Value$328.1K (-$30.5K)
Filed 2026-10-29
Signature Estate & Investment Advisors LLC
DECREASED
Shares1,602 from 1,651
Change-49 (-3%)
Value$326.7K (-$41.2K)
Filed 2026-10-13
Advisory Resource Group
INCREASED
Shares1,593 from 1,591
Change+2 (+0%)
Value$324.8K (-$29.7K)
Filed 2026-10-26
Knuff & Co LLC
DECREASED
Shares1,590 from 3,200
Change-1,610 (-50%)
Value$324.2K (-$389.0K)
Filed 2026-11-06
Legacy Advisors, LLC
INCREASED
Shares1,587 from 1,451
Change+136 (+9%)
Value$323.6K (+$222)
Filed 2026-10-19
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares1,585 from 1,850
Change-265 (-14%)
Value$323.2K (-$89.1K)
Filed 2026-10-27
KPP Advisory Services LLC
INCREASED
Shares1,585 from 1,513
Change+72 (+5%)
Value$323.2K (-$14.0K)
Filed 2026-10-26
1900 Wealth Management LLC
DECREASED
Shares1,581 from 1,593
Change-12 (-1%)
Value$322.4K (-$32.6K)
Filed 2026-10-13
Black Diamond Financial, LLC
INCREASED
Shares1,576 from 908
Change+668 (+74%)
Value$321.2K (+$118.9K)
Filed 2026-10-26
AIA Group Ltd
UNCHANGED
Shares1,574 from 1,574
Change0 (0%)
Value$321.0K (-$29.8K)
Filed 2026-10-30
IFG Advisory, LLC
INCREASED
Shares1,572 from 1,563
Change+9 (+1%)
Value$320.5K (-$27.8K)
Filed 2026-11-09
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED
Shares1,571 from 2,971
Change-1,400 (-47%)
Value$320.4K (-$341.5K)
Filed 2026-10-21
Tilia Fiduciary Partners, Inc.
DECREASED
Shares1,569 from 1,580
Change-11 (-1%)
Value$319.9K (-$32.3K)
Filed 2026-10-09
One Wealth Capital Management, LLC
NEW
Shares1,565
Change+1,565
Value$319.1K
Filed 2026-10-23
Capital Advisors Wealth Management, LLC
INCREASED
Shares1,560 from 1,549
Change+11 (+1%)
Value$318.0K (-$27.2K)
Filed 2026-10-09
Tennessee Valley Asset Management Partners
INCREASED
Shares1,558 from 1,551
Change+7 (+0%)
Value$317.7K (-$28.0K)
Filed 2026-11-03
Carret Asset Management, LLC
DECREASED
Shares1,557 from 1,607
Change-50 (-3%)
Value$317.6K (-$40.7K)
Filed 2026-11-04
JFS Wealth Advisors, LLC
INCREASED
Shares1,557 from 1,548
Change+9 (+1%)
Value$317.4K (-$27.5K)
Filed 2026-11-03
LMG Wealth Partners, LLC
INCREASED
Shares1,555 from 1,549
Change+6 (+0%)
Value$317.1K (-$28.1K)
Filed 2026-11-05
Allen Mooney & Barnes Investment Advisors LLC
INCREASED
Shares1,554 from 1,552
Change+2 (+0%)
Value$316.9K (-$28.9K)
Filed 2026-10-08
Global Financial Private Client, LLC
INCREASED
Shares1,551 from 1,504
Change+47 (+3%)
Value$316.3K (-$18.9K)
Filed 2026-10-15
RKL Wealth Management LLC
NEW
Shares1,547
Change+1,547
Value$315.5K
Filed 2026-10-16
Kingdom Financial Group Llc.
INCREASED
Shares1,542 from 1,389
Change+153 (+11%)
Value$314.5K (+$5.0K)
Filed 2026-11-04
Clifford Swan Investment Counsel LLC
INCREASED
Shares1,534 from 1,264
Change+270 (+21%)
Value$312.8K (+$31.1K)
Filed 2026-11-05
ABC Arbitrage SA
NEW
Shares1,531
Change+1,531
Value$312.2K
Filed 2026-10-23
BIP Wealth, LLC
DECREASED
Shares1,525 from 1,612
Change-87 (-5%)
Value$311.0K (-$48.3K)
Filed 2026-10-22
Dala Group, LLC
DECREASED
Shares1,524 from 1,699
Change-175 (-10%)
Value$310.9K (-$67.7K)
Filed 2026-10-29
Balboa Wealth Partners
DECREASED
Shares1,524 from 1,537
Change-13 (-1%)
Value$310.7K (-$31.8K)
Filed 2026-10-20
Clear Trail Advisors, LLC
UNCHANGED
Shares1,511 from 1,511
Change0 (0%)
Value$308.1K (-$28.6K)
Filed 2026-10-20
Pinnacle West Asset Management, Inc.
DECREASED
Shares1,510 from 1,550
Change-40 (-3%)
Value$308 (-$344.7K)
Filed 2026-11-09
Canopy Partners, LLC
DECREASED
Shares1,506 from 1,695
Change-189 (-11%)
Value$307.1K (-$70.7K)
Filed 2026-10-28
Praxis Capital Management LLC
INCREASED
Shares1,506 from 1,500
Change+6 (+0%)
Value$307.1K (-$27.2K)
Filed 2026-10-16
Blossom Wealth Management
INCREASED
Shares1,505 from 1,442
Change+63 (+4%)
Value$306.9K (-$14.5K)
Filed 2026-11-03
Northwest Wealth Management, LLC
INCREASED
Shares1,502 from 1,501
Change+1 (+0%)
Value$306.3K (-$28.3K)
Filed 2026-10-30
TFR Capital, Llc.
DECREASED
Shares1,499 from 1,521
Change-22 (-1%)
Value$305.7K (-$33.3K)
Filed 2026-11-09
Resonant Capital Advisors, LLC
DECREASED
Shares1,496 from 1,816
Change-320 (-18%)
Value$305.1K (-$99.7K)
Filed 2026-10-15
Oarsman Capital, Inc.
DECREASED
Shares1,493 from 1,574
Change-81 (-5%)
Value$304.5K (-$46.4K)
Filed 2026-11-05
BankPlus Wealth Management LLC
INCREASED
Shares1,489 from 1,444
Change+45 (+3%)
Value$303.7K (-$18.1K)
Filed 2026-10-13
Grove Street Fiduciary, LLC
UNCHANGED
Shares1,489 from 1,489
Change0 (0%)
Value$303.6K (-$28.2K)
Filed 2026-10-13
Linscomb Wealth, Inc.
INCREASED
Shares1,487 from 1,431
Change+56 (+4%)
Value$303.2K (-$15.7K)
Filed 2026-11-05
Summit Securities Group LLC
INCREASED
Shares1,486 from 86
Change+1,400 (+1628%)
Value$303.0K (+$283.9K)
Filed 2026-11-05
Ledyard National Bank
DECREASED
Shares1,484 from 2,018
Change-534 (-26%)
Value$302.6K (-$147.2K)
Filed 2026-10-21
KWB Wealth
UNCHANGED
Shares1,482 from 1,482
Change0 (0%)
Value$302.2K (-$28.1K)
Filed 2026-10-16
WealthPlan Investment Management, LLC
DECREASED
Shares1,481 from 1,654
Change-173 (-10%)
Value$302.0K (-$66.6K)
Filed 2026-10-15
FSM Wealth Advisors, LLC
DECREASED
Shares1,475 from 1,672
Change-197 (-12%)
Value$309.8K (-$62.7K)
Filed 2026-10-27
Grandfield & Dodd, LLC
UNCHANGED
Shares1,475 from 1,475
Change0 (0%)
Value$300.8K (-$28.0K)
Filed 2026-10-29
Argyle Capital Partners, LLC
INCREASED
Shares1,474 from 1,463
Change+11 (+1%)
Value$300.6K (-$25.5K)
Filed 2026-10-23
Diversified Management Inc
INCREASED
Shares1,466 from 1,321
Change+145 (+11%)
Value$299.0K (+$4.7K)
Filed 2026-10-08
PFG Advisors
DECREASED
Shares1,466 from 1,511
Change-45 (-3%)
Value$298.9K (-$37.8K)
Filed 2026-10-16
D'Orazio & Associates, Inc.
DECREASED
Shares1,461 from 1,506
Change-45 (-3%)
Value$298.0K (-$37.7K)
Filed 2026-11-04
Soltis Investment Advisors LLC
DECREASED
Shares1,460 from 1,540
Change-80 (-5%)
Value$297.7K (-$45.5K)
Filed 2026-10-28
3Chopt Investment Partners, LLC
INCREASED
Shares1,458 from 1,344
Change+114 (+8%)
Value$297.3K (-$2.2K)
Filed 2026-10-30
Legacy Financial Advisors, Inc.
DECREASED
Shares1,456 from 1,665
Change-209 (-13%)
Value$296.9K (-$74.2K)
Filed 2026-11-09
First Hawaiian Bank
UNCHANGED
Shares1,450 from 1,450
Change0 (0%)
Value$295.7K (-$27.5K)
Filed 2026-10-14
Decision Investments, Inc
UNCHANGED
Shares1,450 from 1,450
Change0 (0%)
Value$295.7K (-$27.5K)
Filed 2026-10-07
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares1,447 from 1,726
Change-279 (-16%)
Value$295.2K (-$89.5K)
Filed 2026-10-14
Fideuram Asset Management (Ireland) dac
DECREASED
Shares1,445 from 62,406
Change-60,961 (-98%)
Value$305.5K (-$13.1M)
Filed 2026-10-29
Lantern Wealth Advisors, LLC
NEW
Shares1,441
Change+1,441
Value$293.8K
Filed 2026-10-22
Foster Group, Inc.
DECREASED
Shares1,441 from 1,655
Change-214 (-13%)
Value$293.8K (-$75.0K)
Filed 2026-10-13
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares1,433 from 1,406
Change+27 (+2%)
Value$292.2K (-$21.2K)
Filed 2026-10-29
D.B. Root & Company, LLC
DECREASED
Shares1,428 from 1,511
Change-83 (-5%)
Value$291.1K (-$45.7K)
Filed 2026-11-04
Powell Investment Advisors, LLC
UNCHANGED
Shares1,427 from 1,427
Change0 (0%)
Value$291.0K (-$27.1K)
Filed 2026-10-22
ARS Wealth Advisors Group, LLC
DECREASED
Shares1,426 from 1,517
Change-91 (-6%)
Value$290.8K (-$47.2K)
Filed 2026-10-16
Silverlake Wealth Management LLC
DECREASED
Shares1,424 from 1,564
Change-140 (-9%)
Value$290.5K (-$58.1K)
Filed 2026-10-21
Harbour Trust & Investment Management Co
UNCHANGED
Shares1,420 from 1,420
Change0 (0%)
Value$289.6K (-$26.9K)
Filed 2026-10-28
Rockland Trust Co
DECREASED
Shares1,418 from 1,493
Change-75 (-5%)
Value$289.2K (-$43.6K)
Filed 2026-10-05
TFC Financial Management, Inc.
UNCHANGED
Shares1,414 from 1,414
Change0 (0%)
Value$288.4K (-$26.8K)
Filed 2026-10-26
Fulton Bank, N.A.
DECREASED
Shares1,413 from 4,369
Change-2,956 (-68%)
Value$288.1K (-$685.6K)
Filed 2026-10-14
Compton Wealth Advisory Group, LLC
UNCHANGED
Shares1,412 from 1,412
Change0 (0%)
Value$285.1K (-$31.3K)
Filed 2026-10-13
Carnegie Lake Advisors LLC
UNCHANGED
Shares1,412 from 1,412
Change0 (0%)
Value$287.9K (-$26.8K)
Filed 2026-11-06
Montag A & Associates Inc
INCREASED
Shares1,409 from 1,162
Change+247 (+21%)
Value$287.3K (+$28.3K)
Filed 2026-10-29
Summit Asset Management, LLC
INCREASED
Shares1,409 from 1,406
Change+3 (+0%)
Value$287.3K (-$26.0K)
Filed 2026-11-05
Bluesphere Advisors LLC
DECREASED
Shares1,408 from 1,444
Change-36 (-2%)
Value$287.1K (-$34.7K)
Filed 2026-10-19
KRS Capital Management, LLC
INCREASED
Shares1,408 from 1,402
Change+6 (+0%)
Value$287.2K (-$25.3K)
Filed 2026-10-16
Bangor Savings Bank
UNCHANGED
Shares1,406 from 1,406
Change0 (0%)
Value$286.7K (-$26.7K)
Filed 2026-10-06
Kellett Wealth Advisors, LLC
DECREASED
Shares1,402 from 1,502
Change-100 (-7%)
Value$285.9K (-$48.9K)
Filed 2026-10-15
Archer Investment Corp
UNCHANGED
Shares1,400 from 1,400
Change0 (0%)
Value$285.5K (-$26.5K)
Filed 2026-11-05
Realta Investment Advisors
NEW
Shares1,388
Change+1,388
Value$283.1K
Filed 2026-10-14
Vigilare Wealth Management
DECREASED
Shares1,385 from 1,398
Change-13 (-1%)
Value$282.4K (-$29.2K)
Filed 2026-10-29
Miller Financial Services LLC
INCREASED
Shares1,382 from 1,375
Change+7 (+1%)
Value$281.8K (-$24.6K)
Filed 2026-10-20
Seelaus Asset Management LLC
INCREASED
Shares1,377 from 1,251
Change+126 (+10%)
Value$280.8K (+$2.0K)
Filed 2026-10-14
RAM Investment Partners, LLC
INCREASED
Shares1,373 from 1,319
Change+54 (+4%)
Value$280.0K (-$14.0K)
Filed 2026-10-21
Versant Capital Management, Inc
DECREASED
Shares1,369 from 2,338
Change-969 (-41%)
Value$279.2K (-$241.9K)
Filed 2026-10-02
ADE, LLC
INCREASED
Shares1,367 from 1,358
Change+9 (+1%)
Value$278.8K (-$23.9K)
Filed 2026-10-29
Bank of Stockton
DECREASED
Shares1,365 from 1,375
Change-10 (-1%)
Value$278.4K (-$28.1K)
Filed 2026-10-20
Weaver Consulting Group
INCREASED
Shares1,363 from 1,296
Change+67 (+5%)
Value$277.9K (-$10.9K)
Filed 2026-10-07
Hager Investment Management Services, LLC
INCREASED
Shares1,363 from 1,362
Change+1 (+0%)
Value$277.9K (-$25.6K)
Filed 2026-11-04
Financial Solutions Advisory Group, Inc.
INCREASED
Shares1,362 from 1,360
Change+2 (+0%)
Value$309.0K (-$6.1K)
Filed 2026-10-28
Golden State Wealth Management, LLC
INCREASED
Shares1,361 from 1,174
Change+187 (+16%)
Value$277.6K (+$15.9K)
Filed 2026-11-02
Alliance Wealth Advisors, LLC
DECREASED
Shares1,361 from 1,387
Change-26 (-2%)
Value$277.5K (-$31.6K)
Filed 2026-10-28
First Growth Capital LLC
UNCHANGED
Shares1,357 from 1,357
Change0 (0%)
Value$276.7K (-$25.7K)
Filed 2026-10-15
Putney Financial Group LLC
INCREASED
Shares1,354 from 1,292
Change+62 (+5%)
Value$276.1K (-$11.9K)
Filed 2026-10-30
Lynx Investment Advisory
INCREASED
Shares1,353 from 1,348
Change+5 (+0%)
Value$276.0K (-$24.4K)
Filed 2026-10-27
Alessandra Capital Management, LLC
DECREASED
Shares1,350 from 1,400
Change-50 (-4%)
Value$275.3K (-$36.7K)
Filed 2026-10-30
Wetzel Investment Advisors, Inc.
UNCHANGED
Shares1,348 from 1,348
Change0 (0%)
Value$274.9K (-$25.6K)
Filed 2026-10-13
Independent Solutions Wealth Management, LLC
DECREASED
Shares1,342 from 1,347
Change-5 (0%)
Value$273.8K (-$26.6K)
Filed 2026-10-28
Genesee Capital Advisors, LLC
INCREASED
Shares1,336 from 1,330
Change+6 (+0%)
Value$272.4K (-$24.0K)
Filed 2026-10-20
Interchange Capital Partners, LLC
INCREASED
Shares1,335 from 1,275
Change+60 (+5%)
Value$272.2K (-$11.9K)
Filed 2026-10-28
NewSquare Capital LLC
DECREASED
Shares1,333 from 1,396
Change-63 (-5%)
Value$271.8K (-$39.3K)
Filed 2026-11-06
Leelyn Smith, LLC
DECREASED
Shares1,328 from 1,404
Change-76 (-5%)
Value$270.8K (-$42.1K)
Filed 2026-11-03
M Holdings Securities, Inc.
NEW
Shares1,323
Change+1,323
Value$301
Filed 2026-11-03
Trust Co of Oklahoma
NEW
Shares1,315
Change+1,315
Value$268.2K
Filed 2026-10-15
Hazlett, Burt & Watson, Inc.
DECREASED
Shares1,311 from 1,371
Change-60 (-4%)
Value$268 (-$253.8K)
Filed 2026-11-04
Winthrop Advisory Group LLC
DECREASED
Shares1,309 from 1,359
Change-50 (-4%)
Value$266.9K (-$35.9K)
Filed 2026-10-22
Advisory Advocates, LLC
INCREASED
Shares1,308 from 1,263
Change+45 (+4%)
Value$266.7K (-$14.8K)
Filed 2026-11-05
Abound Wealth Management
INCREASED
Shares1,304 from 619
Change+685 (+111%)
Value$266.0K (+$128.1K)
Filed 2026-10-26
Aviso Wealth Management
INCREASED
Shares1,302 from 1,301
Change+1 (+0%)
Value$265.5K (-$24.7K)
Filed 2026-11-04
Everhart Financial Group, Inc.
INCREASED
Shares1,301 from 1,169
Change+132 (+11%)
Value$265.3K (+$4.8K)
Filed 2026-10-08
Ipswich Investment Management Co., Inc.
UNCHANGED
Shares1,300 from 1,300
Change0 (0%)
Value$265.1K (-$24.6K)
Filed 2026-10-13
Burney Co/
DECREASED
Shares1,298 from 1,375
Change-77 (-6%)
Value$264.7K (-$41.8K)
Filed 2026-10-15
One Way Holdings LLC
INCREASED
Shares1,296 from 1,114
Change+182 (+16%)
Value$264.3K (+$16.0K)
Filed 2026-10-29
New Covenant Trust Company, N.A.
INCREASED
Shares1,295 from 1,130
Change+165 (+15%)
Value$264.1K (+$12.2K)
Filed 2026-10-08
Harfst & Associates, Inc.
DECREASED
Shares1,292 from 1,360
Change-68 (-5%)
Value$263.5K (-$39.7K)
Filed 2026-10-20
Visionary Wealth Advisors
INCREASED
Shares1,289 from 1,287
Change+2 (+0%)
Value$262.9K (-$23.9K)
Filed 2026-11-04
Uhlmann Price Securities, LLC
DECREASED
Shares1,287 from 1,351
Change-64 (-5%)
Value$262.4K (-$38.7K)
Filed 2026-11-03
Trilogy Capital Inc.
INCREASED
Shares1,285 from 1,084
Change+201 (+19%)
Value$262.0K (+$20.4K)
Filed 2026-10-20
Commonwealth Financial Services, LLC
DECREASED
Shares1,283 from 1,397
Change-114 (-8%)
Value$261.6K (-$49.7K)
Filed 2026-10-20
Kuhn & Co Investment Counsel
INCREASED
Shares1,282 from 1,278
Change+4 (+0%)
Value$261.4K (-$23.4K)
Filed 2026-10-29
Capital Asset Advisory Services LLC
INCREASED
Shares1,280 from 1,113
Change+167 (+15%)
Value$304.1K (+$56.1K)
Filed 2026-10-30
Axiom Investment Management LLC
DECREASED
Shares1,280 from 1,338
Change-58 (-4%)
Value$261.0K (-$37.3K)
Filed 2026-11-03
Enterprise Financial Services Corp
DECREASED
Shares1,279 from 1,356
Change-77 (-6%)
Value$260.8K (-$41.4K)
Filed 2026-11-03
First United Bank & Trust
DECREASED
Shares1,278 from 1,286
Change-8 (-1%)
Value$260.6K (-$26.0K)
Filed 2026-10-22
Peterson Wealth Management
INCREASED
Shares1,276 from 525
Change+751 (+143%)
Value$260.3K (+$143.1K)
Filed 2026-11-06
Piedmont Capital Management, LLC
DECREASED
Shares1,275 from 1,285
Change-10 (-1%)
Value$260.0K (-$26.4K)
Filed 2026-10-21
World Equity Group, Inc.
DECREASED
Shares1,273 from 3,782
Change-2,509 (-66%)
Value$259.6K (-$583.2K)
Filed 2026-10-14
Pinnacle Bancorp, Inc.
INCREASED
Shares1,269 from 1,255
Change+14 (+1%)
Value$258.8K (-$20.9K)
Filed 2026-10-21
First Interstate Bank
INCREASED
Shares1,268 from 1,170
Change+98 (+8%)
Value$258.6K (-$2.2K)
Filed 2026-10-23
Washington Trust Advisors, Inc.
UNCHANGED
Shares1,266 from 1,266
Change0 (0%)
Value$258.2K (-$24.0K)
Filed 2026-10-22
Northstar Asset Management Co
UNCHANGED
Shares1,250 from 1,250
Change0 (0%)
Value$287.0K (-$11.5K)
Filed 2026-10-22
Acropolis Investment Management, LLC
INCREASED
Shares1,247 from 1,085
Change+162 (+15%)
Value$254.2K (+$12.5K)
Filed 2026-10-08
Forum Financial Management, LP
INCREASED
Shares1,241 from 1,239
Change+2 (+0%)
Value$253.0K (-$23.1K)
Filed 2026-10-16
CLG LLC
DECREASED
Shares1,240 from 1,245
Change-5 (0%)
Value$252.8K (-$24.6K)
Filed 2026-10-13
Citizens Business Bank
UNCHANGED
Shares1,240 from 1,240
Change0 (0%)
Value$252.9K (-$23.5K)
Filed 2026-11-09
Midland Wealth Advisors, LLC
DECREASED
Shares1,239 from 1,392
Change-153 (-11%)
Value$252.7K (-$57.6K)
Filed 2026-10-26
AMG National Trust Bank
DECREASED
Shares1,237 from 1,392
Change-155 (-11%)
Value$252.2K (-$58.0K)
Filed 2026-11-05
AlTi Global, Inc.
DECREASED
Shares1,235 from 1,479
Change-244 (-16%)
Value$251.8K (-$77.8K)
Filed 2026-11-09
Quantum Private Wealth, LLC
UNCHANGED
Shares1,233 from 1,233
Change0 (0%)
Value$251.4K (-$23.4K)
Filed 2026-10-20
First Financial Corp
UNCHANGED
Shares1,231 from 1,231
Change0 (0%)
Value$251.0K (-$23.3K)
Filed 2026-10-13
Colonial River Investments, LLC
DECREASED
Shares1,230 from 1,451
Change-221 (-15%)
Value$250.9K (-$72.5K)
Filed 2026-10-19
Selective Wealth Management, Inc.
INCREASED
Shares1,230 from 1,160
Change+70 (+6%)
Value$275.8K (-$1.9K)
Filed 2026-10-16
West Michigan Advisors, LLC
DECREASED
Shares1,230 from 1,253
Change-23 (-2%)
Value$250.7K (-$28.4K)
Filed 2026-11-09
Sweeney & Michel, LLC
INCREASED
Shares1,230 from 1,225
Change+5 (+0%)
Value$250.7K (-$28.2K)
Filed 2026-10-16
Henderson Brothers Financial Partners, LLC
INCREASED
Shares1,226 from 1,189
Change+37 (+3%)
Value$250.0K (-$15.0K)
Filed 2026-11-03
Capital Square, LLC
UNCHANGED
Shares1,225 from 1,225
Change0 (0%)
Value$249.8K (-$36.0K)
Filed 2026-10-19
Curated Wealth Partners LLC
NEW
Shares1,220
Change+1,220
Value$248.8K
Filed 2026-10-15
Fiduciary Financial Group, LLC
DECREASED
Shares1,220 from 1,304
Change-84 (-6%)
Value$248.8K (-$41.9K)
Filed 2026-10-13
Woodward Diversified Capital, LLC
UNCHANGED
Shares1,220 from 1,220
Change0 (0%)
Value$248.8K (-$23.1K)
Filed 2026-10-21
Essex Bank
INCREASED
Shares1,206 from 1,202
Change+4 (+0%)
Value$245.9K (-$22.0K)
Filed 2026-10-16
Meridian Financial Partners LLC
UNCHANGED
Shares1,201 from 1,201
Change0 (0%)
Value$269.3K (-$10.3K)
Filed 2026-10-23
Payden & Rygel
DECREASED
Shares1,200 from 40,840
Change-39,640 (-97%)
Value$245 (-$9.1M)
Filed 2026-10-28
Regent Peak Wealth Advisors LLC
DECREASED
Shares1,200 from 1,249
Change-49 (-4%)
Value$244.7K (-$33.7K)
Filed 2026-10-13
First Merchants Corp
UNCHANGED
Shares1,199 from 1,199
Change0 (0%)
Value$244.5K (-$22.7K)
Filed 2026-10-15
First Affirmative Financial Network
NEW
Shares1,195
Change+1,195
Value$243.6K
Filed 2026-10-21
Income Insurance Ltd
UNCHANGED
Shares1,195 from 1,195
Change0 (0%)
Value$243.7K (-$22.7K)
Filed 2026-10-21
One Day In July LLC
UNCHANGED
Shares1,194 from 1,194
Change0 (0%)
Value$243.5K (-$22.6K)
Filed 2026-10-30
Novem Group
DECREASED
Shares1,193 from 1,200
Change-7 (-1%)
Value$243.3K (-$24.2K)
Filed 2026-10-19
Trifecta Capital Advisors, LLC
DECREASED
Shares1,176 from 1,177
Change-1 (0%)
Value$239.8K (-$22.5K)
Filed 2026-10-21
Tucker Asset Management LLC
INCREASED
Shares1,157 from 1,040
Change+117 (+11%)
Value$235.8K (+$4.0K)
Filed 2026-10-29
Geneva Partners, LLC
NEW
Shares1,152
Change+1,152
Value$234.9K
Filed 2026-10-26
Wendell David Associates Inc
UNCHANGED
Shares1,152 from 1,152
Change0 (0%)
Value$235 (-$256.8K)
Filed 2026-10-27
LVW Advisors, LLC
INCREASED
Shares1,147 from 1,139
Change+8 (+1%)
Value$233.9K (-$20.0K)
Filed 2026-10-19
Eastover Investment Advisors LLC
INCREASED
Shares1,144 from 1,124
Change+20 (+2%)
Value$233.3K (-$17.2K)
Filed 2026-10-05
Quent Capital, LLC
DECREASED
Shares1,143 from 1,349
Change-206 (-15%)
Value$271.2K (-$29.5K)
Filed 2026-11-09
Manske Wealth Management
DECREASED
Shares1,142 from 1,157
Change-15 (-1%)
Value$232.9K (-$25.0K)
Filed 2026-10-26
Compass Ion Advisors, LLC
DECREASED
Shares1,136 from 1,225
Change-89 (-7%)
Value$231.7K (-$41.4K)
Filed 2026-10-23
Means Investment Co., Inc.
DECREASED
Shares1,132 from 1,175
Change-43 (-4%)
Value$230.7K (-$31.1K)
Filed 2026-11-03
Grimes & Co Wealth Management, LLC
DECREASED
Shares1,128 from 1,135
Change-7 (-1%)
Value$230.0K (-$23.0K)
Filed 2026-10-29
A. D. Beadell Investment Counsel, Inc.
UNCHANGED
Shares1,125 from 1,125
Change0 (0%)
Value$229 (-$21)
Filed 2026-10-14
Shikiar Asset Management Inc
DECREASED
Shares1,123 from 1,133
Change-10 (-1%)
Value$229 (-$252.8K)
Filed 2026-10-20
Wealth Enhancement Trust Services, Inc.
INCREASED
Shares1,117 from 325
Change+792 (+244%)
Value$227.8K (+$155.3K)
Filed 2026-10-07
Excalibur Management Corp
UNCHANGED
Shares1,115 from 1,115
Change0 (0%)
Value$227.4K (-$21.1K)
Filed 2026-11-02
Courier Capital LLC
DECREASED
Shares1,113 from 2,332
Change-1,219 (-52%)
Value$227.0K (-$292.8K)
Filed 2026-10-19
Souders Financial Advisors
DECREASED
Shares1,112 from 1,194
Change-82 (-7%)
Value$226.8K (-$39.4K)
Filed 2026-11-03
Lazari Capital Management, Inc.
NEW
Shares1,110
Change+1,110
Value$226.4K
Filed 2026-10-20
Root Financial Partners, LLC
INCREASED
Shares1,107 from 1,086
Change+21 (+2%)
Value$225.8K (-$16.3K)
Filed 2026-10-21
Winch Advisory Services, LLC
INCREASED
Shares1,106 from 1,082
Change+24 (+2%)
Value$225.6K (-$15.6K)
Filed 2026-11-06
First National Bank Sioux Falls
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$224.3K (-$22.2K)
Filed 2026-10-13
Midway Capital Research & Management
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$224.3K (-$20.9K)
Filed 2026-10-20
Swiss RE LTD
INCREASED
Shares1,098 from 668
Change+430 (+64%)
Value$223.9K (+$75.0K)
Filed 2026-11-06
J. Derek Lewis & Associates Inc.
UNCHANGED
Shares1,097 from 1,097
Change0 (0%)
Value$223.8K (-$20.8K)
Filed 2026-11-03
Brighton Securities Corp.
DECREASED
Shares1,095 from 1,104
Change-9 (-1%)
Value$223.2K (-$22.8K)
Filed 2026-10-08
Graves Light Lenhart Wealth, Inc.
UNCHANGED
Shares1,095 from 1,095
Change0 (0%)
Value$223.2K (-$20.8K)
Filed 2026-10-09
Nadler Financial Group, Inc.
UNCHANGED
Shares1,085 from 1,085
Change0 (0%)
Value$221.3K (-$20.6K)
Filed 2026-10-23
Hendershot Investments Inc.
UNCHANGED
Shares1,082 from 1,082
Change0 (0%)
Value$220.6K (-$20.5K)
Filed 2026-11-05
Balefire, LLC
DECREASED
Shares1,081 from 1,184
Change-103 (-9%)
Value$220.4K (-$43.6K)
Filed 2026-10-09
Financial Insights, Inc.
UNCHANGED
Shares1,080 from 1,080
Change0 (0%)
Value$220.2K (-$20.5K)
Filed 2026-10-27
SGL Investment Advisors, Inc.
UNCHANGED
Shares1,080 from 1,080
Change0 (0%)
Value$255.2K (+$10.4K)
Filed 2026-11-09
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares1,079 from 3,888
Change-2,809 (-72%)
Value$220.0K (-$646.5K)
Filed 2026-10-14
Vectors Research Management, LLC
UNCHANGED
Shares1,079 from 1,079
Change0 (0%)
Value$220.1K (-$20.5K)
Filed 2026-11-09
Insight Advisors, LLC/ PA
INCREASED
Shares1,077 from 1,045
Change+32 (+3%)
Value$219.6K (-$13.4K)
Filed 2026-10-22
Ironsides Asset Advisors, LLC
UNCHANGED
Shares1,074 from 1,074
Change0 (0%)
Value$219.1K (-$20.4K)
Filed 2026-10-20
Birch Financial Group, LLC
INCREASED
Shares1,072 from 1,069
Change+3 (+0%)
Value$218.5K (-$19.8K)
Filed 2026-10-27
Grant Street Asset Management, Inc.
UNCHANGED
Shares1,069 from 1,069
Change0 (0%)
Value$218.0K (-$20.3K)
Filed 2026-10-26
Ignite Planners, LLC
DECREASED
Shares1,067 from 1,071
Change-4 (0%)
Value$217.6K (-$21.1K)
Filed 2026-10-14
DecisionPoint Financial, LLC
INCREASED
Shares1,063 from 25
Change+1,038 (+4152%)
Value$214.6K (+$209.0K)
Filed 2026-10-27
Relyea Zuckerberg Hanson LLC
DECREASED
Shares1,060 from 1,714
Change-654 (-38%)
Value$216.1K (-$165.9K)
Filed 2026-10-20
Childress Capital Advisors, LLC
NEW
Shares1,057
Change+1,057
Value$215.6K
Filed 2026-10-28
Breakwater Capital Group
DECREASED
Shares1,055 from 1,061
Change-6 (-1%)
Value$215.1K (-$21.3K)
Filed 2026-10-09
Gables Capital Management Inc.
UNCHANGED
Shares1,055 from 1,055
Change0 (0%)
Value$215.1K (-$20.0K)
Filed 2026-11-04
Stonebridge Financial Group, LLC
DECREASED
Shares1,049 from 1,082
Change-33 (-3%)
Value$213.9K (-$27.2K)
Filed 2026-10-01
Patten & Patten Inc
INCREASED
Shares1,049 from 1,039
Change+10 (+1%)
Value$213.9K (-$17.6K)
Filed 2026-10-26
TCI Wealth Advisors, Inc.
DECREASED
Shares1,045 from 1,080
Change-35 (-3%)
Value$213.1K (-$27.6K)
Filed 2026-10-30
Silvant Capital Management LLC
UNCHANGED
Shares1,044 from 1,044
Change0 (0%)
Value$212.9K (-$19.8K)
Filed 2026-11-09
Acumen Wealth Advisors, LLC
DECREASED
Shares1,042 from 1,235
Change-193 (-16%)
Value$212.5K (-$62.8K)
Filed 2026-11-05
Financial Guidance Group, Inc.
INCREASED
Shares1,037 from 1,032
Change+5 (+0%)
Value$211.5K (-$18.5K)
Filed 2026-10-21
Wagner Wealth Management, LLC
INCREASED
Shares1,034 from 1,030
Change+4 (+0%)
Value$210.8K (-$18.9K)
Filed 2026-10-21
MV Capital Management, Inc.
DECREASED
Shares1,031 from 1,052
Change-21 (-2%)
Value$210.2K (-$24.2K)
Filed 2026-10-29
Chesapeake Wealth Management
DECREASED
Shares1,027 from 1,194
Change-167 (-14%)
Value$209.4K (-$56.7K)
Filed 2026-11-09
Florida Financial Advisors, LLC
INCREASED
Shares1,023 from 990
Change+33 (+3%)
Value$208.6K (-$12.3K)
Filed 2026-11-09
Mccarter Private Wealth Services LLC
INCREASED
Shares1,020 from 1,007
Change+13 (+1%)
Value$208.0K (-$16.4K)
Filed 2026-10-22
Inscription Capital, LLC
DECREASED
Shares1,017 from 1,029
Change-12 (-1%)
Value$207.4K (-$22.0K)
Filed 2026-11-02
Frontier Asset Management, LLC
NEW
Shares1,015
Change+1,015
Value$207.0K
Filed 2026-10-28
Rise Advisors, LLC
INCREASED
Shares1,015 from 983
Change+32 (+3%)
Value$207.0K (-$12.0K)
Filed 2026-10-16
Elyxium Wealth, LLC
DECREASED
Shares1,014 from 1,075
Change-61 (-6%)
Value$206.8K (-$32.8K)
Filed 2026-10-27
Cromwell Holdings LLC
UNCHANGED
Shares1,010 from 1,010
Change0 (0%)
Value$206.0K (-$19.2K)
Filed 2026-10-28
Wingate Wealth Advisors, Inc.
DECREASED
Shares1,009 from 1,049
Change-40 (-4%)
Value$205.8K (-$28.0K)
Filed 2026-10-26
Rayburn West Financial Services LLC
UNCHANGED
Shares1,009 from 1,009
Change0 (0%)
Value$205.8K (-$19.1K)
Filed 2026-11-03
Impact Capital Partners LLC
DECREASED
Shares1,008 from 1,090
Change-82 (-8%)
Value$205.6K (-$37.4K)
Filed 2026-10-22
Goldstein Advisors, LLC
NEW
Shares1,007
Change+1,007
Value$205.3K
Filed 2026-10-15
Autumn Glory Partners, LLC
INCREASED
Shares1,006 from 1,004
Change+2 (+0%)
Value$205.1K (-$18.6K)
Filed 2026-10-26
Rose Capital Advisors LLC
NEW
Shares1,002
Change+1,002
Value$204.3K
Filed 2026-11-04
Kelsey Financial, LLC
UNCHANGED
Shares1,001 from 1,001
Change0 (0%)
Value$204.1K (-$19.0K)
Filed 2026-10-28
Websterrogers Financial Advisors, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$203.9K (-$19.0K)
Filed 2026-11-02
Clay Northam Wealth Management, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$203.9K (-$19.0K)
Filed 2026-10-13
North Capital, Inc.
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$211.8K (-$11.1K)
Filed 2026-10-16
Dmkc Advisory Services, LLC
NEW
Shares995
Change+995
Value$202.9K
Filed 2026-11-04
Castleview Partners, LLC
INCREASED
Shares994 from 991
Change+3 (+0%)
Value$202.7K (-$18.2K)
Filed 2026-10-09
Summit Global Investments
DECREASED
Shares993 from 994
Change-1 (0%)
Value$202 (-$220.8K)
Filed 2026-10-28
May Hill Capital, LLC
NEW
Shares990
Change+990
Value$201.9K
Filed 2026-11-03
Avantra Family Wealth, Inc.
INCREASED
Shares989 from 988
Change+1 (+0%)
Value$201.6K (-$18.7K)
Filed 2026-10-20
55 North Private Wealth, LLC
INCREASED
Shares988 from 980
Change+8 (+1%)
Value$201.5K (-$16.9K)
Filed 2026-10-20
Financial Perspectives, Inc
UNCHANGED
Shares987 from 987
Change0 (0%)
Value$201.3K (-$18.7K)
Filed 2026-11-03
PW Nova Financial Services LLC
NEW
Shares984
Change+984
Value$200.7K
Filed 2026-10-15
CFS Investment Advisory Services, LLC
NEW
Shares977
Change+977
Value$203.1K
Filed 2026-10-19
Ameliora Wealth Management Ltd.
DECREASED
Shares977 from 1,077
Change-100 (-9%)
Value$199.2K (-$40.8K)
Filed 2026-10-23
Strive Financial Group,LLC
INCREASED
Shares930 from 339
Change+591 (+174%)
Value$189.6K (+$114.1K)
Filed 2026-11-09
Trium Capital LLP
DECREASED
Shares915 from 3,500
Change-2,585 (-74%)
Value$186.6K (-$593.5K)
Filed 2026-10-16
Gleason Group, Inc.
INCREASED
Shares914 from 909
Change+5 (+1%)
Value$186.3K (-$16.4K)
Filed 2026-10-15
Southern Michigan Bank & Trust
UNCHANGED
Shares910 from 910
Change0 (0%)
Value$185.6K (-$17.3K)
Filed 2026-10-19
Brown, Lisle Ings, Inc.
DECREASED
Shares909 from 1,384
Change-475 (-34%)
Value$185.4K (-$123.1K)
Filed 2026-10-16
Pflug Koory, LLC
UNCHANGED
Shares884 from 884
Change0 (0%)
Value$180.3K (-$16.8K)
Filed 2026-10-26
Rosenberg Matthew Hamilton
UNCHANGED
Shares876 from 876
Change0 (0%)
Value$178.6K (-$16.6K)
Filed 2026-10-05
Richardson Financial Services Inc.
DECREASED
Shares869 from 985
Change-116 (-12%)
Value$177.2K (-$42.3K)
Filed 2026-10-30
Kelleher Financial Advisors
DECREASED
Shares840 from 2,225
Change-1,385 (-62%)
Value$171.3K (-$324.6K)
Filed 2026-10-30
Dogwood Wealth Management LLC
DECREASED
Shares836 from 1,503
Change-667 (-44%)
Value$170.5K (-$164.5K)
Filed 2026-11-09
Beutel, Goodman & Co Ltd.
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$163 (-$177.8K)
Filed 2026-11-04
Financial Consulate, Inc
DECREASED
Shares791 from 821
Change-30 (-4%)
Value$161.4K (-$21.7K)
Filed 2026-10-23
Valley National Advisers Inc
DECREASED
Shares778 from 783
Change-5 (-1%)
Value$158.6K (-$15.8K)
Filed 2026-10-23
Granite FO LLC
UNCHANGED
Shares770 from 770
Change0 (0%)
Value$157.0K (-$14.6K)
Filed 2026-10-14
Asset Dedication, LLC
INCREASED
Shares766 from 735
Change+31 (+4%)
Value$156.3K (-$7.6K)
Filed 2026-11-03
StrongBox Wealth, LLC
INCREASED
Shares746 from 738
Change+8 (+1%)
Value$152.1K (-$12.4K)
Filed 2026-11-02
First Command Advisory Services, Inc.
INCREASED
Shares740 from 415
Change+325 (+78%)
Value$150.9K (+$58.4K)
Filed 2026-11-05
High Note Wealth, LLC
INCREASED
Shares719 from 673
Change+46 (+7%)
Value$146.6K (-$3.4K)
Filed 2026-10-27
PlanVest Financial, Inc
UNCHANGED
Shares709 from 709
Change0 (0%)
Value$144.5K (-$13.4K)
Filed 2026-11-09
West Branch Capital LLC
UNCHANGED
Shares701 from 701
Change0 (0%)
Value$142.9K (-$13.3K)
Filed 2026-10-20
First Community Trust NA
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$142.7K (-$13.3K)
Filed 2026-10-07
Catherine Avery Investment Management LLC
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$142.7K (-$13.3K)
Filed 2026-10-14
First Bancorp, Inc
UNCHANGED
Shares675 from 675
Change0 (0%)
Value$137.6K (-$12.8K)
Filed 2026-10-26
Barrett & Company, Inc.
INCREASED
Shares672 from 671
Change+1 (+0%)
Value$137.0K (-$12.5K)
Filed 2026-10-22
Mascoma Wealth Management LLC
DECREASED
Shares665 from 666
Change-1 (0%)
Value$135.6K (-$12.8K)
Filed 2026-10-23
USA Financial Formulas
NEW
Shares662
Change+662
Value$135.0K
Filed 2026-10-16
Heritage Family Offices, LLP
NEW
Shares657
Change+657
Value$134.0K
Filed 2026-11-02
West Paces Advisors Inc.
INCREASED
Shares653 from 483
Change+170 (+35%)
Value$133.2K (+$25.5K)
Filed 2026-10-13
Silver Grove Financial Group, Inc.
INCREASED
Shares607 from 522
Change+85 (+16%)
Value$123.8K (+$7.4K)
Filed 2026-11-05
Tradewinds Capital Management, LLC
UNCHANGED
Shares606 from 606
Change0 (0%)
Value$123.6K (-$11.5K)
Filed 2026-10-23
Deseret Mutual Benefit Administrators
UNCHANGED
Shares591 from 591
Change0 (0%)
Value$120.5K (-$11.2K)
Filed 2026-11-04
Cornerstone National Bank & Trust Co
UNCHANGED
Shares576 from 576
Change0 (0%)
Value$116.3K (-$12.8K)
Filed 2026-10-20
IMG Wealth Management, Inc.
DECREASED
Shares567 from 578
Change-11 (-2%)
Value$115.6K (-$13.2K)
Filed 2026-10-27
Concord Wealth Partners
UNCHANGED
Shares534 from 534
Change0 (0%)
Value$108.9K (-$10.1K)
Filed 2026-11-02
Bayban
UNCHANGED
Shares533 from 533
Change0 (0%)
Value$118.8K ($0)
Filed 2026-11-05
Rothwell Investment Advisors, LLC
NEW
Shares532
Change+532
Value$108.4K
Filed 2026-11-06
Key FInancial Inc
INCREASED
Shares520 from 513
Change+7 (+1%)
Value$106.0K (-$8.3K)
Filed 2026-11-02
Wilkerson Advisory Group LLC
INCREASED
Shares510 from 506
Change+4 (+1%)
Value$104.0K (-$8.8K)
Filed 2026-10-20
Kentucky Trust Co
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$102.0K (-$9.5K)
Filed 2026-10-15
Essex Investment Management Co LLC
UNCHANGED
Shares494 from 494
Change0 (0%)
Value$100.7K (-$9.4K)
Filed 2026-10-19
Pacifica Partners Inc.
DECREASED
Shares488 from 493
Change-5 (-1%)
Value$98.5K (-$15.0K)
Filed 2026-10-09
Triumph Capital Management
DECREASED
Shares451 from 470
Change-19 (-4%)
Value$91.9K (-$12.9K)
Filed 2026-10-14
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$92 (-$99.9K)
Filed 2026-11-02
Citizens National Bank Trust Department
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$91.8K (-$8.5K)
Filed 2026-11-04
Meramec Financial Planners, LLC
UNCHANGED
Shares431 from 431
Change0 (0%)
Value$101.8K (-$706)
Filed 2026-11-09
Owl Creek Wealth Partners LLC
DECREASED
Shares430 from 449
Change-19 (-4%)
Value$87.7K (-$12.4K)
Filed 2026-10-20
Hughes Financial Services, LLC
DECREASED
Shares428 from 729
Change-301 (-41%)
Value$98.9K (-$63.7K)
Filed 2026-10-30
Cedar Mountain Advisors, LLC
INCREASED
Shares428 from 427
Change+1 (+0%)
Value$87.4K (-$7.7K)
Filed 2026-10-15
Laurel Wealth Advisors LLC
NEW
Shares426
Change+426
Value$86.9K
Filed 2026-10-27
Physician Wealth Advisors, Inc.
INCREASED
Shares426 from 413
Change+13 (+3%)
Value$86.9K (-$5.2K)
Filed 2026-10-20
Evermay Wealth Management LLC
UNCHANGED
Shares424 from 424
Change0 (0%)
Value$86.5K (-$8.0K)
Filed 2026-11-05
IAG Wealth Partners, LLC
UNCHANGED
Shares423 from 423
Change0 (0%)
Value$86.3K (-$8.0K)
Filed 2026-11-06
Lodestone Wealth Management LLC
INCREASED
Shares420 from 247
Change+173 (+70%)
Value$85.6K (+$30.5K)
Filed 2026-10-14
CNB Bank
UNCHANGED
Shares419 from 419
Change0 (0%)
Value$85.4K (-$7.9K)
Filed 2026-11-09
Albion Financial Group
INCREASED
Shares415 from 304
Change+111 (+37%)
Value$84.6K (+$16.8K)
Filed 2026-10-21
Fairscale Capital, LLC
INCREASED
Shares412 from 340
Change+72 (+21%)
Value$96.2K (+$20.4K)
Filed 2026-11-04
3 Factor Indexing, LLC
DECREASED
Shares400 from 401
Change-1 (0%)
Value$81.6K (-$7.8K)
Filed 2026-10-15
Investors Research Corp
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$81.6K (-$7.6K)
Filed 2026-10-07
Align Financial, LLC
INCREASED
Shares399 from 392
Change+7 (+2%)
Value$81.4K (-$6.0K)
Filed 2026-10-16
Westside Investment Management, Inc.
UNCHANGED
Shares392 from 392
Change0 (0%)
Value$80.2K (-$7.2K)
Filed 2026-11-02
Ashurst Perkins Coie Trust Co
UNCHANGED
Shares380 from 380
Change0 (0%)
Value$77.5K (-$7.2K)
Filed 2026-10-15
WPG Advisers, LLC
DECREASED
Shares369 from 371
Change-2 (-1%)
Value$75.2K (-$7.4K)
Filed 2026-10-27
Madden Securities Corp
NEW
Shares366
Change+366
Value$74.6K
Filed 2026-10-27
Midwest Capital Advisors, LLC
UNCHANGED
Shares363 from 363
Change0 (0%)
Value$74.0K (-$6.9K)
Filed 2026-11-04
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares362 from 274
Change+88 (+32%)
Value$73.9K (+$12.8K)
Filed 2026-10-16
Sankala Group LLC
UNCHANGED
Shares358 from 358
Change0 (0%)
Value$72.9K (-$7.4K)
Filed 2026-11-09
Planning Strategies Inc.
DECREASED
Shares353 from 395
Change-42 (-11%)
Value$72.0K (-$16.1K)
Filed 2026-10-02
Sherman Asset Management, Inc.
DECREASED
Shares348 from 691
Change-343 (-50%)
Value$71.1K (-$83.1K)
Filed 2026-11-05
Towne Trust Company, N.a
UNCHANGED
Shares347 from 347
Change0 (0%)
Value$70.8K (-$6.6K)
Filed 2026-10-28
Clearstead Trust, LLC
DECREASED
Shares345 from 696
Change-351 (-50%)
Value$70.4K (-$84.8K)
Filed 2026-11-06
Miller Global Investments, LLC
UNCHANGED
Shares337 from 337
Change0 (0%)
Value$68.7K (-$6.4K)
Filed 2026-10-02
Tounjian Advisory Partners, LLC
INCREASED
Shares331 from 13
Change+318 (+2446%)
Value$67.5K (+$64.6K)
Filed 2026-11-04
Valued Wealth Advisors LLC
DECREASED
Shares330 from 373
Change-43 (-12%)
Value$67.2K (-$15.8K)
Filed 2026-11-05
Tower View Wealth Management LLC
INCREASED
Shares326 from 324
Change+2 (+1%)
Value$66.5K (-$5.8K)
Filed 2026-10-23
Markowski Investments
INCREASED
Shares319 from 172
Change+147 (+85%)
Value$65.0K (+$26.7K)
Filed 2026-10-30
Sarver Vrooman Wealth Advisors
UNCHANGED
Shares317 from 317
Change0 (0%)
Value$64.6K (-$6.4K)
Filed 2026-10-01
Centerpoint Advisors, LLC
UNCHANGED
Shares310 from 310
Change0 (0%)
Value$63 (-$68.9K)
Filed 2026-11-05
Next Level Wealth Planning, LLC
NEW
Shares308
Change+308
Value$62.8K
Filed 2026-10-29
Covestor Ltd
DECREASED
Shares308 from 376
Change-68 (-18%)
Value$63 (-$83.9K)
Filed 2026-10-30
Nova Financial LLC
NEW
Shares307
Change+307
Value$62.6K
Filed 2026-11-04
Salomon & Ludwin, LLC
DECREASED
Shares307 from 651
Change-344 (-53%)
Value$62.6K (-$83.3K)
Filed 2026-10-29
TrustBank
DECREASED
Shares300 from 400
Change-100 (-25%)
Value$61.2K (-$28.0K)
Filed 2026-10-20
Tower Trust & Investment Co
DECREASED
Shares290 from 295
Change-5 (-2%)
Value$59.1K (-$6.6K)
Filed 2026-10-28
Morse Asset Management, Inc
UNCHANGED
Shares290 from 290
Change0 (0%)
Value$59.1K (-$5.5K)
Filed 2026-11-09
Bank & Trust Co
UNCHANGED
Shares289 from 289
Change0 (0%)
Value$58.9K (-$5.5K)
Filed 2026-10-07
True Wealth Design, LLC
DECREASED
Shares287 from 348
Change-61 (-18%)
Value$58.5K (-$19.0K)
Filed 2026-10-13
RHL Group, LLC
INCREASED
Shares278 from 239
Change+39 (+16%)
Value$56.7K (+$3.4K)
Filed 2026-11-04
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
DECREASED
Shares277 from 285
Change-8 (-3%)
Value$56.5K (-$7.0K)
Filed 2026-11-06
Prudent Man Investment Management, Inc.
INCREASED
Shares269 from 248
Change+21 (+8%)
Value$54.9K (+$366)
Filed 2026-11-03
Burk Holdings LLC
DECREASED
Shares267 from 294
Change-27 (-9%)
Value$54.4K (-$11.1K)
Filed 2026-11-05
William Mack & Associates, Inc.
NEW
Shares262
Change+262
Value$53.3K
Filed 2026-10-27
University of Texas S AM Investment Management Co
UNCHANGED
Shares262 from 262
Change0 (0%)
Value$53.4K (-$5.0K)
Filed 2026-11-03
Avion Wealth
DECREASED
Shares255 from 256
Change-1 (0%)
Value$52 (-$56.9K)
Filed 2026-11-04
Gen-Wealth Partners Inc
DECREASED
Shares254 from 387
Change-133 (-34%)
Value$51.9K (-$34.4K)
Filed 2026-11-04
Boyd Watterson Asset Management LLC
UNCHANGED
Shares254 from 254
Change0 (0%)
Value$51.8K (-$4.8K)
Filed 2026-11-06
Gladwyn Financial Advisors, Inc.
UNCHANGED
Shares254 from 254
Change0 (0%)
Value$51.7K (-$4.8K)
Filed 2026-10-05
Hilltop National Bank
DECREASED
Shares243 from 598
Change-355 (-59%)
Value$49.6K (-$83.7K)
Filed 2026-10-14
SJS Investment Consulting Inc.
INCREASED
Shares240 from 237
Change+3 (+1%)
Value$48.9K (-$3.9K)
Filed 2026-10-26
Plante Moran Financial Advisors, LLC
DECREASED
Shares238 from 329
Change-91 (-28%)
Value$48.5K (-$24.8K)
Filed 2026-11-04
Fortitude Family Office, LLC
INCREASED
Shares231 from 200
Change+31 (+16%)
Value$47.1K (+$2.5K)
Filed 2026-10-14
Byrne Asset Management LLC
UNCHANGED
Shares231 from 231
Change0 (0%)
Value$46.6K (-$4.8K)
Filed 2026-10-06
Moisand Fitzgerald Tamayo, LLC
UNCHANGED
Shares219 from 219
Change0 (0%)
Value$44.7K (-$4.2K)
Filed 2026-10-15
N.E.W. Advisory Services LLC
INCREASED
Shares216 from 203
Change+13 (+6%)
Value$44.1K (-$1.1K)
Filed 2026-11-09
Financial Management Professionals, Inc.
INCREASED
Shares212 from 152
Change+60 (+39%)
Value$43.2K (+$9.4K)
Filed 2026-10-23
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares211 from 211
Change0 (0%)
Value$43.0K (-$4.0K)
Filed 2026-10-23
Activest Wealth Management
DECREASED
Shares205 from 506
Change-301 (-59%)
Value$41.8K (-$71.0K)
Filed 2026-10-15
SBK Financial, Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$40.8K (-$3.8K)
Filed 2026-11-02
Cherry Tree Wealth Management, LLC
INCREASED
Shares193 from 192
Change+1 (+1%)
Value$39.3K (-$3.5K)
Filed 2026-10-15
Meriwether Wealth & Planning, LLC
NEW
Shares192
Change+192
Value$39.2K
Filed 2026-10-13
Disciplina Capital Management LLC
UNCHANGED
Shares188 from 188
Change0 (0%)
Value$38.4K (-$3.4K)
Filed 2026-11-06
J.Safra Asset Management Corp
UNCHANGED
Shares186 from 186
Change0 (0%)
Value$37.9K (-$3.5K)
Filed 2026-11-03
Highline Wealth Partners LLC
INCREASED
Shares175 from 101
Change+74 (+73%)
Value$35.8K (+$13.2K)
Filed 2026-10-19
Union Savings Bank
UNCHANGED
Shares175 from 175
Change0 (0%)
Value$35.7K (-$3.3K)
Filed 2026-10-14
UMB Private Wealth Management, LLC
NEW
Shares172
Change+172
Value$35.1K
Filed 2026-10-19
Atlantic Edge Private Wealth Management, LLC
INCREASED
Shares166 from 12
Change+154 (+1283%)
Value$33.9K (+$31.2K)
Filed 2026-10-20
Halbert Hargrove Global Advisors, LLC
UNCHANGED
Shares166 from 166
Change0 (0%)
Value$33.9K (-$3.1K)
Filed 2026-10-16
Dynamic Wealth Strategies, LLC
UNCHANGED
Shares166 from 166
Change0 (0%)
Value$33.9K (-$3.1K)
Filed 2026-10-16
Cape Investment Advisory, Inc.
INCREASED
Shares164 from 162
Change+2 (+1%)
Value$33.5K (-$2.5K)
Filed 2026-10-13
GK Wealth Management LLC
NEW
Shares156
Change+156
Value$31.8K
Filed 2026-10-09
Redwood Park Advisors LLC
INCREASED
Shares154 from 153
Change+1 (+1%)
Value$31.3K (-$2.8K)
Filed 2026-11-02
Balance Wealth Partners LLC
NEW
Shares151
Change+151
Value$30.8K
Filed 2026-10-27
Kennebec Savings Bank
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$30.6K (-$2.8K)
Filed 2026-10-22
Blue Bell Private Wealth Management, LLC
INCREASED
Shares138 from 100
Change+38 (+38%)
Value$28.1K (+$5.9K)
Filed 2026-10-29
Main Street Group, LTD
UNCHANGED
Shares137 from 137
Change0 (0%)
Value$27.9K (-$2.6K)
Filed 2026-10-28
Mowery & Schoenfeld Wealth Management, LLC
DECREASED
Shares132 from 176
Change-44 (-25%)
Value$26.9K (-$12.3K)
Filed 2026-10-28
Financial Network Wealth Advisors LLC
DECREASED
Shares128 from 136
Change-8 (-6%)
Value$26.1K (-$4.2K)
Filed 2026-10-28
CGC Financial Services, LLC
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$25.5K (-$2.4K)
Filed 2026-10-13
Joseph Group Capital Management
DECREASED
Shares122 from 148
Change-26 (-18%)
Value$24.9K (-$8.1K)
Filed 2026-11-04
Arlington Trust Co LLC
UNCHANGED
Shares122 from 122
Change0 (0%)
Value$24.9K (-$2.3K)
Filed 2026-10-20
North Point Portfolio Managers Corp
NEW
Shares120
Change+120
Value$24.5K
Filed 2026-10-07
Yankcom Partnership
UNCHANGED
Shares120 from 120
Change0 (0%)
Value$24.5K (-$2.3K)
Filed 2026-10-15
Financial Freedom, LLC
NEW
Shares117
Change+117
Value$23.8K
Filed 2026-11-06
Nemes Rush Group LLC
UNCHANGED
Shares116 from 116
Change0 (0%)
Value$23.7K (-$2.2K)
Filed 2026-11-04
Carolina Wealth Advisors, LLC
UNCHANGED
Shares115 from 115
Change0 (0%)
Value$23.5K (-$2.2K)
Filed 2026-10-23
Roxbury Financial LLC
UNCHANGED
Shares112 from 112
Change0 (0%)
Value$22.9K (-$2.1K)
Filed 2026-10-01
Fairway Wealth LLC
UNCHANGED
Shares105 from 105
Change0 (0%)
Value$21.4K (-$2.0K)
Filed 2026-10-30
Global Trust Asset Management, LLC
UNCHANGED
Shares102 from 102
Change0 (0%)
Value$20.8K (-$1.9K)
Filed 2026-10-19
Blueline Advisors LLC
UNCHANGED
Shares102 from 102
Change0 (0%)
Value$20.8K (-$1.9K)
Filed 2026-10-15
Centennial Bank
DECREASED
Shares100 from 117
Change-17 (-15%)
Value$20.4K (-$5.7K)
Filed 2026-11-09
Jnba Financial Advisors
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$20.4K (-$1.9K)
Filed 2026-11-03
Blume Capital Management, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$20.4K (-$1.9K)
Filed 2026-10-26
Hurley Capital, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$20.4K (-$1.9K)
Filed 2026-11-05
PFS Partners, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$20.4K (-$1.9K)
Filed 2026-10-21
Hickory Point Bank & Trust
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$20.4K (-$1.9K)
Filed 2026-10-01
Reyes Financial Architecture, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$20.4K (-$1.9K)
Filed 2026-10-22
Nvest Wealth Strategies, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$20.4K (-$1.9K)
Filed 2026-10-14
Clark Wealth Partners
INCREASED
Shares99 from 98
Change+1 (+1%)
Value$20.2K (-$1.7K)
Filed 2026-10-19
Louisbourg Investments Inc.
UNCHANGED
Shares99 from 99
Change0 (0%)
Value$20.2K (-$1.9K)
Filed 2026-10-20
Elevation Wealth Partners, LLC
DECREASED
Shares97 from 110
Change-13 (-12%)
Value$19.8K (-$4.7K)
Filed 2026-10-07
United Community Bank
UNCHANGED
Shares93 from 93
Change0 (0%)
Value$19.0K (-$1.8K)
Filed 2026-10-28
Greykasell Wealth Strategies, Inc.
UNCHANGED
Shares93 from 93
Change0 (0%)
Value$19.0K (-$1.8K)
Filed 2026-11-09
Sunrise Financial Services, LLC
UNCHANGED
Shares93 from 93
Change0 (0%)
Value$19.0K (-$1.8K)
Filed 2026-10-21
Roble, Belko & Company, Inc
DECREASED
Shares91 from 124
Change-33 (-27%)
Value$19 (-$9)
Filed 2026-11-09
Guinness Asset Management LTD
INCREASED
Shares88 from 78
Change+10 (+13%)
Value$17.9K (+$560)
Filed 2026-11-05
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares87 from 87
Change0 (0%)
Value$17.7K (-$1.7K)
Filed 2026-11-02
DT Investment Partners, LLC
UNCHANGED
Shares86 from 86
Change0 (0%)
Value$17.5K (-$1.6K)
Filed 2026-10-27
Costello Asset Management, Inc
UNCHANGED
Shares85 from 85
Change0 (0%)
Value$17.3K (-$1.6K)
Filed 2026-10-30
Maryland Capital Advisors Inc.
UNCHANGED
Shares82 from 82
Change0 (0%)
Value$16.7K (-$1.6K)
Filed 2026-10-15
Essential Partners LLC
UNCHANGED
Shares82 from 82
Change0 (0%)
Value$16.7K (-$1.6K)
Filed 2026-10-14
Darwin Wealth Management, LLC
UNCHANGED
Shares81 from 81
Change0 (0%)
Value$16.6K (-$1.5K)
Filed 2026-11-09
Bare Financial Services, Inc
DECREASED
Shares79 from 90
Change-11 (-12%)
Value$16.1K (-$4.0K)
Filed 2026-11-04
Bell Investment Advisors, Inc
DECREASED
Shares76 from 157
Change-81 (-52%)
Value$15.5K (-$19.5K)
Filed 2026-10-29
Lynch Investment Planning, LLC
NEW
Shares75
Change+75
Value$15.3K
Filed 2026-10-27
American Capital Advisory, LLC
DECREASED
Shares72 from 81
Change-9 (-11%)
Value$14.7K (-$3.3K)
Filed 2026-10-28
LFA - Lugano Financial Advisors SA
UNCHANGED
Shares72 from 72
Change0 (0%)
Value$14.7K (-$1.4K)
Filed 2026-11-03
Ares Financial Consulting, LLC
UNCHANGED
Shares71 from 71
Change0 (0%)
Value$14.5K (-$1.3K)
Filed 2026-10-19
Bay Harbor Wealth Management, LLC
INCREASED
Shares68 from 57
Change+11 (+19%)
Value$13.9K (+$1.2K)
Filed 2026-11-03
Guardian Partners Inc.
UNCHANGED
Shares68 from 68
Change0 (0%)
Value$13.9K (-$1.3K)
Filed 2026-10-21
Team Financial Group, LLC
NEW
Shares66
Change+66
Value$13.5K
Filed 2026-10-30
Creative Capital Management Investments LLC
INCREASED
Shares65 from 47
Change+18 (+38%)
Value$13.3K (+$2.8K)
Filed 2026-10-28
Elevated Capital Advisors, LLC
UNCHANGED
Shares65 from 65
Change0 (0%)
Value$13.3K (-$1.2K)
Filed 2026-11-04
CrossGen Wealth, LLC
UNCHANGED
Shares64 from 64
Change0 (0%)
Value$13.0K (-$1.1K)
Filed 2026-10-30
Vima LLC
INCREASED
Shares60 from 59
Change+1 (+2%)
Value$12.2K (-$1.1K)
Filed 2026-10-23
Key Capital Management, Inc
INCREASED
Shares57 from 50
Change+7 (+14%)
Value$11.6K (+$479)
Filed 2026-11-03
Kozak & Associates, Inc.
DECREASED
Shares52 from 4,052
Change-4,000 (-99%)
Value$11.7K (-$896.3K)
Filed 2026-10-29
Pacific Center for Financial Services
INCREASED
Shares52 from 51
Change+1 (+2%)
Value$10.5K (-$926)
Filed 2026-10-15
Aspect Partners, LLC
DECREASED
Shares51 from 52
Change-1 (-2%)
Value$10.4K (-$1.2K)
Filed 2026-10-20
Hilton Head Capital Partners, LLC
UNCHANGED
Shares51 from 51
Change0 (0%)
Value$10.4K (-$967)
Filed 2026-10-23
Country Trust Bank
DECREASED
Shares50 from 98
Change-48 (-49%)
Value$10.2K (-$11.6K)
Filed 2026-10-30
General Partner, Inc.
UNCHANGED
Shares47 from 47
Change0 (0%)
Value$9.6K (-$891)
Filed 2026-10-05
Access Investment Management LLC
UNCHANGED
Shares47 from 47
Change0 (0%)
Value$9.6K (-$891)
Filed 2026-10-23
Strengthening Families & Communities, LLC
DECREASED
Shares44 from 45
Change-1 (-2%)
Value$9.0K (-$1.0K)
Filed 2026-10-21
Alerus Financial NA
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$8.6K (-$796)
Filed 2026-11-09
KFG LLC
NEW
Shares41
Change+41
Value$8.4K
Filed 2026-11-02
Phillip James Consulting Co.
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$8.2K (-$758)
Filed 2026-11-03
Park Square Financial Group, LLC
DECREASED
Shares39 from 43
Change-4 (-9%)
Value$8.0K (-$1.6K)
Filed 2026-11-09
RMG Wealth Management LLC
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$8.9K (+$479)
Filed 2026-10-26
Accordant Advisory Group Inc
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$7.3K (-$682)
Filed 2026-10-29
Baer Investment Advisory LLC
NEW
Shares35
Change+35
Value$7.1K
Filed 2026-10-13
Proathlete Wealth Management LLC
NEW
Shares35
Change+35
Value$7.1K
Filed 2026-10-15
Alpine Bank Wealth Management
DECREASED
Shares35 from 140
Change-105 (-75%)
Value$7.1K (-$24.1K)
Filed 2026-10-16
Holos Integrated Wealth LLC
DECREASED
Shares35 from 67
Change-32 (-48%)
Value$7.9K (-$8.0K)
Filed 2026-10-23
DiNuzzo Private Wealth, Inc.
INCREASED
Shares34 from 33
Change+1 (+3%)
Value$6.9K (-$422)
Filed 2026-10-16
Downshift Financial, LLC
UNCHANGED
Shares34 from 34
Change0 (0%)
Value$6.9K (-$645)
Filed 2026-10-13
Indiana Trust & Investment Management Co
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$6.7K (-$626)
Filed 2026-10-22
Luken Investment Analytics, LLC
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$6.7K (-$626)
Filed 2026-11-06
Atlas Capital Advisors Inc.
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$80.8K (+$73.7K)
Filed 2026-11-09
Ascentis Wealth Management, LLC
DECREASED
Shares29 from 223
Change-194 (-87%)
Value$5.9K (-$43.8K)
Filed 2026-11-03
Davis Capital Management
DECREASED
Shares29 from 59
Change-30 (-51%)
Value$5.9K (-$7.2K)
Filed 2026-10-08
Cranbrook Wealth Management, LLC
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$5.6K (-$496)
Filed 2026-10-28
James T. Borello RIA
DECREASED
Shares27 from 96
Change-69 (-72%)
Value$5.5K (-$15.9K)
Filed 2026-10-16
Addison Advisors LLC
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$5.3K (-$493)
Filed 2026-11-06
Bradley & Co. Private Wealth Management, LLC
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$5.3K (-$493)
Filed 2026-10-23
St. Johns Investment Management Company, LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$5.1K (-$474)
Filed 2026-10-30
Smallwood Wealth Investment Management, LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$5.1K (-$474)
Filed 2026-10-30
Private Wealth Management Group, LLC
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$4.9K (-$455)
Filed 2026-10-19
Contravisory Investment Management, Inc.
NEW
Shares23
Change+23
Value$4.7K
Filed 2026-10-13
Peterson Wealth Services
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$4.2K (-$372)
Filed 2026-10-26
1620 Investment Advisors, Inc.
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$3.9K (-$361)
Filed 2026-11-04
Tsfg, LLC
DECREASED
Shares16 from 855
Change-839 (-98%)
Value$3 (-$191.0K)
Filed 2026-10-23
Maseco LLP
NEW
Shares15
Change+15
Value$3.1K
Filed 2026-10-27
Horizon Financial Services, LLC
INCREASED
Shares15 from 3
Change+12 (+400%)
Value$3.1K (+$2.4K)
Filed 2026-11-04
Bear Mountain Capital, Inc.
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$3.4K (-$111)
Filed 2026-11-04
Tidemark, LLC
INCREASED
Shares14 from 7
Change+7 (+100%)
Value$2.9K (+$1.3K)
Filed 2026-11-09
Rakuten Securities, Inc.
INCREASED
Shares13 from 12
Change+1 (+8%)
Value$2.7K (-$24)
Filed 2026-11-02
Walsh & Associates, LLC
NEW
Shares12
Change+12
Value$2.4K
Filed 2026-11-09
Evolution Wealth Management Inc.
DECREASED
Shares12 from 97
Change-85 (-88%)
Value$2.4K (-$19.2K)
Filed 2026-10-28
Lloyd Advisory Services, Llc.
NEW
Shares11
Change+11
Value$2.2K
Filed 2026-11-02
Clayton Financial Group LLC
NEW
Shares10
Change+10
Value$2.1K
Filed 2026-10-13
Investment Research & Advisory Group, Inc.
NEW
Shares10
Change+10
Value$6.3K
Filed 2026-10-19
Mainstream Capital Management LLC
NEW
Shares10
Change+10
Value$2.0K
Filed 2026-10-23
Three Bridge Wealth Advisors, LLC
NEW
Shares9
Change+9
Value$1.8K
Filed 2026-11-05
Barnes Dennig Private Wealth Management LLC
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$1.8K (-$171)
Filed 2026-10-30
Entrust Financial LLC
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$1.8K (-$170)
Filed 2026-11-04
Retirement Wealth Solutions LLC
NEW
Shares8
Change+8
Value$1.6K
Filed 2026-10-07
Navigoe, LLC
INCREASED
Shares8 from 6
Change+2 (+33%)
Value$1 ($0)
Filed 2026-11-04
POM Investment Strategies, LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$1.7K (-$146)
Filed 2026-10-20
Portfolio Resources Advisor Group, Inc.
NEW
Shares7
Change+7
Value$1.4K
Filed 2026-10-20
John Boyer, Inc.
NEW
Shares7
Change+7
Value$1.4K
Filed 2026-10-27
Signature Resources Capital Management, LLC
DECREASED
Shares7 from 9
Change-2 (-22%)
Value$1.4K (-$579)
Filed 2026-10-16
Olistico Wealth, LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$1.2K (-$113)
Filed 2026-10-05
Noble Wealth Management PBC
INCREASED
Shares5 from 3
Change+2 (+67%)
Value$1.0K (+$351)
Filed 2026-10-01
Winthrop Capital Management, LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$816 (+$815)
Filed 2026-11-05
Mosley Wealth Management
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$897 (+$5)
Filed 2026-10-16
Picton Mahoney Asset Management
NEW
Shares2
Change+2
Value$407
Filed 2026-11-09
Monetary Solutions, Ltd
NEW
Shares1
Change+1
Value$204
Filed 2026-10-22
Vestor Capital, LLC
CLOSED
Shares0 from 79,139
Change-79,139 (-100%)
Value$0 (-$27.2K)
Filed 2026-11-04
Greystone Financial Group, LLC
CLOSED
Shares0 from 33,955
Change-33,955 (-100%)
Value$0 (-$7.6M)
Filed 2026-10-26
Strategic Planning Group, LLC
CLOSED
Shares0 from 25,760
Change-25,760 (-100%)
Value$0 (-$5.7M)
Filed 2026-10-22
Legacy Financial Independent Advisors LLC
CLOSED
Shares0 from 20,894
Change-20,894 (-100%)
Value$0 (-$4.7M)
Filed 2026-11-02
Graphene Investments SAS
CLOSED
Shares0 from 16,300
Change-16,300 (-100%)
Value$0 (-$3.6M)
Filed 2026-10-22
Iowa State Bank
CLOSED
Shares0 from 13,494
Change-13,494 (-100%)
Value$0 (-$3.0M)
Filed 2026-10-06
Jefferies Financial Group Inc.
CLOSED
Shares0 from 11,899
Change-11,899 (-100%)
Value$0 (-$2.7M)
Filed 2026-11-05
VCI Wealth Management LLC
CLOSED
Shares0 from 9,796
Change-9,796 (-100%)
Value$0 (-$2.2M)
Filed 2026-10-29
Wellington Shields & Co., LLC
CLOSED
Shares0 from 9,435
Change-9,435 (-100%)
Value$0 (-$2.1M)
Filed 2026-11-03
Founders Financial Securities LLC
CLOSED
Shares0 from 7,458
Change-7,458 (-100%)
Value$0 (-$1.7M)
Filed 2026-10-28
Lebenthal Global Advisors, LLC
CLOSED
Shares0 from 6,447
Change-6,447 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-28
RMR Wealth Builders
CLOSED
Shares0 from 5,942
Change-5,942 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-22
Howland Capital Management LLC
CLOSED
Shares0 from 4,054
Change-4,054 (-100%)
Value$0 (-$903.5K)
Filed 2026-10-22
Dana Investment Advisors, Inc.
CLOSED
Shares0 from 2,621
Change-2,621 (-100%)
Value$0 (-$584.2K)
Filed 2026-11-06
Factor Wealth Management LTD
CLOSED
Shares0 from 2,458
Change-2,458 (-100%)
Value$0 (-$547.8K)
Filed 2026-10-08
Gallacher Capital Management LLC
CLOSED
Shares0 from 2,333
Change-2,333 (-100%)
Value$0 (-$520.0K)
Filed 2026-10-30
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 2,270
Change-2,270 (-100%)
Value$0 (-$505.9K)
Filed 2026-11-03
Laurion Capital Management LP
CLOSED
Shares0 from 2,014
Change-2,014 (-100%)
Value$0 (-$448.9K)
Filed 2026-10-30
Illinois Municipal Retirement Fund
CLOSED
Shares0 from 1,972
Change-1,972 (-100%)
Value$0 (-$439.5K)
Filed 2026-11-05
Beacon Bank & Trust
CLOSED
Shares0 from 1,811
Change-1,811 (-100%)
Value$0 (-$403.6K)
Filed 2026-10-27
111 Capital
CLOSED
Shares0 from 1,684
Change-1,684 (-100%)
Value$0 (-$375.3K)
Filed 2026-11-03
Brick & Kyle, Associates
CLOSED
Shares0 from 1,625
Change-1,625 (-100%)
Value$0 (-$373.4K)
Filed 2026-11-05
SBE LLC DBA Cedar Cove Wealth Partners
CLOSED
Shares0 from 1,596
Change-1,596 (-100%)
Value$0 (-$355.6K)
Filed 2026-10-15
Total Clarity Wealth Management, Inc.
CLOSED
Shares0 from 1,565
Change-1,565 (-100%)
Value$0 (-$348.7K)
Filed 2026-10-26
Marion Wealth Management
CLOSED
Shares0 from 1,291
Change-1,291 (-100%)
Value$0 (-$287.7K)
Filed 2026-10-22
Gratus Wealth Advisors, LLC
CLOSED
Shares0 from 1,268
Change-1,268 (-100%)
Value$0 (-$282.6K)
Filed 2026-10-26
GenTrust, LLC
CLOSED
Shares0 from 1,209
Change-1,209 (-100%)
Value$0 (-$269.4K)
Filed 2026-11-06
SmartHarvest Portfolios, LLC
CLOSED
Shares0 from 1,203
Change-1,203 (-100%)
Value$0 (-$268.2K)
Filed 2026-10-26
Parcion Private Wealth LLC
CLOSED
Shares0 from 1,185
Change-1,185 (-100%)
Value$0 (-$264.1K)
Filed 2026-10-28
American Institute for Advanced Investment Management, LLP
CLOSED
Shares0 from 1,185
Change-1,185 (-100%)
Value$0 (-$264.1K)
Filed 2026-11-03
Clearwave Capital, LLC
CLOSED
Shares0 from 1,149
Change-1,149 (-100%)
Value$0 (-$256.0K)
Filed 2026-10-27
Argus Investors' Counsel, Inc.
CLOSED
Shares0 from 1,141
Change-1,141 (-100%)
Value$0 (-$254.3K)
Filed 2026-10-09
OmniStar Financial Group, Inc.
CLOSED
Shares0 from 1,139
Change-1,139 (-100%)
Value$0 (-$254.0K)
Filed 2026-10-26
GGM Financial LLC
CLOSED
Shares0 from 1,124
Change-1,124 (-100%)
Value$0 (-$250.4K)
Filed 2026-11-05
Revolve Wealth Partners, LLC
CLOSED
Shares0 from 1,093
Change-1,093 (-100%)
Value$0 (-$243.7K)
Filed 2026-10-23
James Hambro & Partners LLP
CLOSED
Shares0 from 1,090
Change-1,090 (-100%)
Value$0 (-$242.8K)
Filed 2026-10-19
Congress Park Capital LLC
CLOSED
Shares0 from 1,025
Change-1,025 (-100%)
Value$0 (-$228.5K)
Filed 2026-10-13
Insight Wealth Strategies, LLC
CLOSED
Shares0 from 1,024
Change-1,024 (-100%)
Value$0 (-$229.5K)
Filed 2026-10-09
Warren Street Wealth Advisors, LLC
CLOSED
Shares0 from 1,023
Change-1,023 (-100%)
Value$0 (-$228.0K)
Filed 2026-11-04
Kanawha Capital Management LLC
CLOSED
Shares0 from 989
Change-989 (-100%)
Value$0 (-$220.4K)
Filed 2026-10-19
Stableford Capital II LLC
CLOSED
Shares0 from 983
Change-983 (-100%)
Value$0 (-$219.1K)
Filed 2026-10-09
Victory Financial Group, LLC
CLOSED
Shares0 from 965
Change-965 (-100%)
Value$0 (-$215.1K)
Filed 2026-10-27
Elevatus Welath Management
CLOSED
Shares0 from 961
Change-961 (-100%)
Value$0 (-$214.2K)
Filed 2026-10-19
WealthBridge Capital Management, LLC
CLOSED
Shares0 from 951
Change-951 (-100%)
Value$0 (-$212.0K)
Filed 2026-10-16
Greenfield Seitz Capital Management, LLC
CLOSED
Shares0 from 944
Change-944 (-100%)
Value$0 (-$210.4K)
Filed 2026-10-29
FF Advisors,LLC
CLOSED
Shares0 from 941
Change-941 (-100%)
Value$0 (-$209.7K)
Filed 2026-10-21
Lowe Brockenbrough & Co Inc
CLOSED
Shares0 from 939
Change-939 (-100%)
Value$0 (-$209.3K)
Filed 2026-11-09
First Heartland Consultants, Inc.
CLOSED
Shares0 from 936
Change-936 (-100%)
Value$0 (-$208.7K)
Filed 2026-10-08
Sigma Investment Counselors Inc
CLOSED
Shares0 from 928
Change-928 (-100%)
Value$0 (-$206.9K)
Filed 2026-10-27
TMB Capital Partners, LLC
CLOSED
Shares0 from 927
Change-927 (-100%)
Value$0 (-$206.6K)
Filed 2026-10-20
Wedge Capital Management L L P
CLOSED
Shares0 from 926
Change-926 (-100%)
Value$0 (-$206.4K)
Filed 2026-10-13
BCS Wealth Management
CLOSED
Shares0 from 925
Change-925 (-100%)
Value$0 (-$206.2K)
Filed 2026-11-03
Symmetry Partners, LLC
CLOSED
Shares0 from 916
Change-916 (-100%)
Value$0 (-$204.2K)
Filed 2026-10-27
Endeavor Private Wealth, Inc.
CLOSED
Shares0 from 915
Change-915 (-100%)
Value$0 (-$204.0K)
Filed 2026-11-05
Beacon Financial Advisory LLC
CLOSED
Shares0 from 912
Change-912 (-100%)
Value$0 (-$203.3K)
Filed 2026-10-16
Five Oceans Advisors
CLOSED
Shares0 from 911
Change-911 (-100%)
Value$0 (-$203.0K)
Filed 2026-10-22
Financial Futures Ltd Liability Co.
CLOSED
Shares0 from 911
Change-911 (-100%)
Value$0 (-$203.0K)
Filed 2026-10-13
Marathon Capital Management
CLOSED
Shares0 from 910
Change-910 (-100%)
Value$0 (-$202.8K)
Filed 2026-10-23
Sloy Dahl & Holst, LLC
CLOSED
Shares0 from 910
Change-910 (-100%)
Value$0 (-$202.8K)
Filed 2026-10-14
Hamilton Capital, LLC
CLOSED
Shares0 from 910
Change-910 (-100%)
Value$0 (-$202.8K)
Filed 2026-10-08
Stewardship Concepts Financial Services LLC
CLOSED
Shares0 from 904
Change-904 (-100%)
Value$0 (-$201.6K)
Filed 2026-10-06
Grey Ledge Advisors, LLC
CLOSED
Shares0 from 901
Change-901 (-100%)
Value$0 (-$200.8K)
Filed 2026-11-02
Delta Financial Advisors LLC
CLOSED
Shares0 from 900
Change-900 (-100%)
Value$0 (-$200.6K)
Filed 2026-10-27
Biltmore Wealth Management, LLC
CLOSED
Shares0 from 900
Change-900 (-100%)
Value$0 (-$200.6K)
Filed 2026-10-09
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 794
Change-794 (-100%)
Value$0 (-$176.9K)
Filed 2026-10-26
LifeSteps Financial, Inc.
CLOSED
Shares0 from 550
Change-550 (-100%)
Value$0 (-$122.6K)
Filed 2026-10-15
Park Place Capital Corp
CLOSED
Shares0 from 475
Change-475 (-100%)
Value$0 (-$105.9K)
Filed 2026-11-09
Thompson Investment Management, Inc.
CLOSED
Shares0 from 300
Change-300 (-100%)
Value$0 (-$66.9K)
Filed 2026-10-14
LSV Asset Management
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$45.0K)
Filed 2026-11-06
Atlatl Advisers LLC
CLOSED
Shares0 from 188
Change-188 (-100%)
Value$0 (-$41.9K)
Filed 2026-10-22
Bayforest Capital Ltd
CLOSED
Shares0 from 183
Change-183 (-100%)
Value$0 (-$40.8K)
Filed 2026-11-03
Cornerstone Planning Group LLC
CLOSED
Shares0 from 128
Change-128 (-100%)
Value$0 (-$30.3K)
Filed 2026-10-16
Gill Capital Partners, LLC
CLOSED
Shares0 from 61
Change-61 (-100%)
Value$0 (-$13.6K)
Filed 2026-10-13
Marquette Asset Management, LLC
CLOSED
Shares0 from 37
Change-37 (-100%)
Value$0 (-$8.2K)
Filed 2026-10-09
Brooklyn FI, LLC
CLOSED
Shares0 from 12
Change-12 (-100%)
Value$0 (-$2.8K)
Filed 2026-11-05
Stone House Investment Management, LLC
CLOSED
Shares0 from 11
Change-11 (-100%)
Value$0 (-$2.5K)
Filed 2026-10-23
Robinswood Financial LLC
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$2.2K)
Filed 2026-10-20
Breakwater Investment Management
CLOSED
Shares0 from 9
Change-9 (-100%)
Value$0 (-$2.0K)
Filed 2026-10-20
Whipplewood Advisors, LLC
CLOSED
Shares0 from 7
Change-7 (-100%)
Value$0 (-$1.6K)
Filed 2026-10-20
Highland Investment Advisors LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$223)
Filed 2026-11-09
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$225)
Filed 2026-10-29
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$348.5K (-$32.4K)
Filed 2026-10-29
Illumine Investment Management, LLC
UNCHANGED
Shares0 from 0
Change0
Value$598.3K (-$55.6K)
Filed 2026-10-22
BlackRock, Inc.
N/A
Shares— from 30,733,944
Change-30,733,944 (-100%)
Value—
Gates Foundation Trust
N/A
Shares— from 26,720,744
Change-26,720,744 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 25,179,716
Change-25,179,716 (-100%)
Value—
State Street Corp
N/A
Shares— from 18,008,931
Change-18,008,931 (-100%)
Value—
Capital Research Global Investors
N/A
Shares— from 10,438,136
Change-10,438,136 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 10,121,428
Change-10,121,428 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 7,086,113
Change-7,086,113 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 6,584,906
Change-6,584,906 (-100%)
Value—
Norges Bank
N/A
Shares— from 4,771,642
Change-4,771,642 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 4,739,983
Change-4,739,983 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 4,335,084
Change-4,335,084 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 3,759,398
Change-3,759,398 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 3,598,308
Change-3,598,308 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 3,124,403
Change-3,124,403 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 3,121,427
Change-3,121,427 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 2,753,631
Change-2,753,631 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 2,680,349
Change-2,680,349 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 2,433,136
Change-2,433,136 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 2,348,368
Change-2,348,368 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,250,680
Change-2,250,680 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 2,113,039
Change-2,113,039 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 2,014,127
Change-2,014,127 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 1,994,190
Change-1,994,190 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,862,554
Change-1,862,554 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,819,299
Change-1,819,299 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 1,603,571
Change-1,603,571 (-100%)
Value—
Morgan Stanley Institutional Investment Advisors LLC
N/A
Shares— from 1,446,874
Change-1,446,874 (-100%)
Value—
Storebrand Asset Management AS
N/A
Shares— from 1,387,852
Change-1,387,852 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 1,361,229
Change-1,361,229 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 1,339,600
Change-1,339,600 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 1,333,794
Change-1,333,794 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 1,208,590
Change-1,208,590 (-100%)
Value—
Diamond Hill Capital Management, LLC (Investment Advisor)
N/A
Shares— from 1,176,163
Change-1,176,163 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 1,136,500
Change-1,136,500 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 1,017,948
Change-1,017,948 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 994,209
Change-994,209 (-100%)
Value—
National Pension Service
N/A
Shares— from 987,238
Change-987,238 (-100%)
Value—
Capital International Investors
N/A
Shares— from 949,990
Change-949,990 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 945,993
Change-945,993 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 929,385
Change-929,385 (-100%)
Value—
FMR LLC
N/A
Shares— from 849,535
Change-849,535 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 818,814
Change-818,814 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 800,490
Change-800,490 (-100%)
Value—
Alyeska Investment Group, L.P.
N/A
Shares— from 791,179
Change-791,179 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 740,004
Change-740,004 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 725,423
Change-725,423 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 716,772
Change-716,772 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 714,993
Change-714,993 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 649,563
Change-649,563 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 642,826
Change-642,826 (-100%)
Value—
Jensen Investment Management Inc
N/A
Shares— from 631,052
Change-631,052 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 618,511
Change-618,511 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 609,254
Change-609,254 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 604,580
Change-604,580 (-100%)
Value—
Saturna Capital Corp
N/A
Shares— from 595,907
Change-595,907 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 591,025
Change-591,025 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 571,585
Change-571,585 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 569,714
Change-569,714 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 566,718
Change-566,718 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 557,180
Change-557,180 (-100%)
Value—
Lord, Abbett & Co. LLC
N/A
Shares— from 549,365
Change-549,365 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 548,530
Change-548,530 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 546,798
Change-546,798 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 534,667
Change-534,667 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 516,221
Change-516,221 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 514,783
Change-514,783 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 510,232
Change-510,232 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 507,276
Change-507,276 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 506,105
Change-506,105 (-100%)
Value—
Blair William & Co
N/A
Shares— from 491,328
Change-491,328 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 477,125
Change-477,125 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 467,312
Change-467,312 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 455,683
Change-455,683 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 453,541
Change-453,541 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 444,068
Change-444,068 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 415,212
Change-415,212 (-100%)
Value—
APG Asset Management N.V.
N/A
Shares— from 413,432
Change-413,432 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 395,696
Change-395,696 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 394,476
Change-394,476 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 393,559
Change-393,559 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 392,124
Change-392,124 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 379,098
Change-379,098 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 377,465
Change-377,465 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 367,297
Change-367,297 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 365,578
Change-365,578 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 360,024
Change-360,024 (-100%)
Value—
Aviva PLC
N/A
Shares— from 345,446
Change-345,446 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 341,697
Change-341,697 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 333,128
Change-333,128 (-100%)
Value—
Susquehanna Fundamental Investments, LLC
N/A
Shares— from 323,863
Change-323,863 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 312,393
Change-312,393 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 310,911
Change-310,911 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 310,008
Change-310,008 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 305,437
Change-305,437 (-100%)
Value—
Primecap Management Co
N/A
Shares— from 299,000
Change-299,000 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 294,428
Change-294,428 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 287,807
Change-287,807 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 283,053
Change-283,053 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 273,928
Change-273,928 (-100%)
Value—
Commerce Bank
N/A
Shares— from 273,130
Change-273,130 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 271,016
Change-271,016 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 269,049
Change-269,049 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 261,280
Change-261,280 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 256,759
Change-256,759 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 254,569
Change-254,569 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 253,181
Change-253,181 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 249,179
Change-249,179 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 243,156
Change-243,156 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 242,954
Change-242,954 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 239,938
Change-239,938 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 233,493
Change-233,493 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 230,830
Change-230,830 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 226,589
Change-226,589 (-100%)
Value—
Zimmer Partners, LP
N/A
Shares— from 225,000
Change-225,000 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 221,616
Change-221,616 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 214,720
Change-214,720 (-100%)
Value—
Employees Retirement System of Texas
N/A
Shares— from 213,839
Change-213,839 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 212,952
Change-212,952 (-100%)
Value—
Intermede Investment Partners Ltd
N/A
Shares— from 212,930
Change-212,930 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 204,757
Change-204,757 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 201,702
Change-201,702 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 198,706
Change-198,706 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 196,352
Change-196,352 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 194,386
Change-194,386 (-100%)
Value—
YCG, LLC
N/A
Shares— from 192,912
Change-192,912 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 192,154
Change-192,154 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 185,390
Change-185,390 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 185,059
Change-185,059 (-100%)
Value—
Mirova
N/A
Shares— from 184,679
Change-184,679 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 178,789
Change-178,789 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 177,596
Change-177,596 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 176,200
Change-176,200 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 176,029
Change-176,029 (-100%)
Value—
Tredje Ap-fonden
N/A
Shares— from 175,321
Change-175,321 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 175,118
Change-175,118 (-100%)
Value—
Partners Group Holding AG
N/A
Shares— from 169,284
Change-169,284 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 167,673
Change-167,673 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 166,400
Change-166,400 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 165,958
Change-165,958 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 164,569
Change-164,569 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 158,978
Change-158,978 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 158,546
Change-158,546 (-100%)
Value—
Blue Whale Capital LLP
N/A
Shares— from 157,721
Change-157,721 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 155,373
Change-155,373 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 150,685
Change-150,685 (-100%)
Value—
Systematic Alpha Investments, LLC
N/A
Shares— from 149,216
Change-149,216 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 148,904
Change-148,904 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 148,388
Change-148,388 (-100%)
Value—
FIL Ltd
N/A
Shares— from 148,265
Change-148,265 (-100%)
Value—
Man Group plc
N/A
Shares— from 145,473
Change-145,473 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 144,237
Change-144,237 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 142,701
Change-142,701 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 140,108
Change-140,108 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 138,190
Change-138,190 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 137,479
Change-137,479 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 132,134
Change-132,134 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 132,053
Change-132,053 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 131,418
Change-131,418 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 125,843
Change-125,843 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 124,707
Change-124,707 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 123,845
Change-123,845 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 122,163
Change-122,163 (-100%)
Value—
Lombard Odier Asset Management (Europe) Ltd
N/A
Shares— from 120,210
Change-120,210 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 119,185
Change-119,185 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 115,970
Change-115,970 (-100%)
Value—
Impax Asset Management Group plc
N/A
Shares— from 115,257
Change-115,257 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 115,207
Change-115,207 (-100%)
Value—
Fundsmith Investment Services Ltd.
N/A
Shares— from 114,984
Change-114,984 (-100%)
Value—
Stephens Inc
N/A
Shares— from 114,842
Change-114,842 (-100%)
Value—
Titan Investment Solutions Ltd
N/A
Shares— from 113,585
Change-113,585 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 112,529
Change-112,529 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 112,009
Change-112,009 (-100%)
Value—
Guardian Capital LP
N/A
Shares— from 110,620
Change-110,620 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 109,444
Change-109,444 (-100%)
Value—
&partners
N/A
Shares— from 108,784
Change-108,784 (-100%)
Value—
Liberty One Investment Management, LLC
N/A
Shares— from 106,662
Change-106,662 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 105,928
Change-105,928 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 103,457
Change-103,457 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 103,222
Change-103,222 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 101,066
Change-101,066 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 100,526
Change-100,526 (-100%)
Value—
ING Groep NV
N/A
Shares— from 99,749
Change-99,749 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 97,682
Change-97,682 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 95,974
Change-95,974 (-100%)
Value—
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
N/A
Shares— from 92,659
Change-92,659 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 88,504
Change-88,504 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 86,185
Change-86,185 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 86,138
Change-86,138 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 85,460
Change-85,460 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 85,223
Change-85,223 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 84,534
Change-84,534 (-100%)
Value—
Woodbridge Co LTD
N/A
Shares— from 82,700
Change-82,700 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 82,547
Change-82,547 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 82,258
Change-82,258 (-100%)
Value—
Vinva Investment Management Ltd
N/A
Shares— from 80,576
Change-80,576 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 79,805
Change-79,805 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 79,441
Change-79,441 (-100%)
Value—
Goodman Financial Corp
N/A
Shares— from 78,720
Change-78,720 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 78,455
Change-78,455 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 78,370
Change-78,370 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 74,858
Change-74,858 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 74,348
Change-74,348 (-100%)
Value—
CCM Investment Advisers LLC
N/A
Shares— from 74,059
Change-74,059 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 69,211
Change-69,211 (-100%)
Value—
Ilmarinen Mutual Pension Insurance Co
N/A
Shares— from 67,484
Change-67,484 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 67,346
Change-67,346 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 65,041
Change-65,041 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 64,596
Change-64,596 (-100%)
Value—
Lombard Odier Asset Management (Switzerland) SA
N/A
Shares— from 64,435
Change-64,435 (-100%)
Value—
Varma Mutual Pension Insurance Co
N/A
Shares— from 64,230
Change-64,230 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 62,859
Change-62,859 (-100%)
Value—
Commerzbank Aktiengesellschaft
N/A
Shares— from 61,606
Change-61,606 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 61,582
Change-61,582 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 61,406
Change-61,406 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 60,452
Change-60,452 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 59,996
Change-59,996 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 59,915
Change-59,915 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 59,094
Change-59,094 (-100%)
Value—
Miramar Capital, LLC
N/A
Shares— from 58,612
Change-58,612 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 58,173
Change-58,173 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 57,846
Change-57,846 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 57,532
Change-57,532 (-100%)
Value—
RBO & Co LLC
N/A
Shares— from 57,512
Change-57,512 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 56,511
Change-56,511 (-100%)
Value—
Mediolanum International Funds Ltd
N/A
Shares— from 55,915
Change-55,915 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 55,886
Change-55,886 (-100%)
Value—
Connors Investor Services Inc
N/A
Shares— from 55,785
Change-55,785 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 55,585
Change-55,585 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 53,766
Change-53,766 (-100%)
Value—
Groupe la Francaise
N/A
Shares— from 52,215
Change-52,215 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 52,019
Change-52,019 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 51,075
Change-51,075 (-100%)
Value—
United Bank
N/A
Shares— from 50,811
Change-50,811 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 50,710
Change-50,710 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 50,389
Change-50,389 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 50,159
Change-50,159 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 50,042
Change-50,042 (-100%)
Value—
Hemenway Trust Co LLC
N/A
Shares— from 49,086
Change-49,086 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 49,012
Change-49,012 (-100%)
Value—
Prudential PLC
N/A
Shares— from 47,935
Change-47,935 (-100%)
Value—
Allianz SE
N/A
Shares— from 47,633
Change-47,633 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 47,014
Change-47,014 (-100%)
Value—
Hayek Kallen Investment Management
N/A
Shares— from 46,746
Change-46,746 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 46,685
Change-46,685 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 46,398
Change-46,398 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 46,369
Change-46,369 (-100%)
Value—
Punch & Associates Investment Management, Inc.
N/A
Shares— from 45,755
Change-45,755 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 44,773
Change-44,773 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 44,409
Change-44,409 (-100%)
Value—
MainStreet Investment Advisors LLC
N/A
Shares— from 44,255
Change-44,255 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 43,680
Change-43,680 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 43,065
Change-43,065 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 41,942
Change-41,942 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 40,621
Change-40,621 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 40,508
Change-40,508 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 40,107
Change-40,107 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 37,948
Change-37,948 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 37,198
Change-37,198 (-100%)
Value—
Resources Management Corp
N/A
Shares— from 37,168
Change-37,168 (-100%)
Value—
Palmer Knight Co
N/A
Shares— from 37,157
Change-37,157 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 36,813
Change-36,813 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 36,694
Change-36,694 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 36,529
Change-36,529 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 35,926
Change-35,926 (-100%)
Value—
Trinity Legacy Partners, LLC
N/A
Shares— from 35,908
Change-35,908 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 35,733
Change-35,733 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 35,529
Change-35,529 (-100%)
Value—
Ostrum Asset Management
N/A
Shares— from 35,393
Change-35,393 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 34,772
Change-34,772 (-100%)
Value—
Jacobs Levy Equity Management, Inc
N/A
Shares— from 34,250
Change-34,250 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 33,300
Change-33,300 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 33,006
Change-33,006 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 32,689
Change-32,689 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 32,401
Change-32,401 (-100%)
Value—
Wealth Advisors of Tampa Bay, LLC
N/A
Shares— from 31,752
Change-31,752 (-100%)
Value—
Amica Mutual Insurance Co
N/A
Shares— from 31,739
Change-31,739 (-100%)
Value—
Weiss Asset Management LP
N/A
Shares— from 31,700
Change-31,700 (-100%)
Value—
Capital Innovations LLC
N/A
Shares— from 31,389
Change-31,389 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 31,242
Change-31,242 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 31,114
Change-31,114 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 31,112
Change-31,112 (-100%)
Value—
IQ EQ Fund Management (Ireland) Ltd
N/A
Shares— from 30,770
Change-30,770 (-100%)
Value—
Alpine Woods Capital Investors, LLC
N/A
Shares— from 30,639
Change-30,639 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 30,372
Change-30,372 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 30,320
Change-30,320 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 29,837
Change-29,837 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 29,555
Change-29,555 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 28,874
Change-28,874 (-100%)
Value—
Ilex Capital Partners (UK) LLP
N/A
Shares— from 28,865
Change-28,865 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 28,617
Change-28,617 (-100%)
Value—
Saudi Central Bank
N/A
Shares— from 28,204
Change-28,204 (-100%)
Value—
McDonough Capital Management, Inc
N/A
Shares— from 28,178
Change-28,178 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 27,981
Change-27,981 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 27,930
Change-27,930 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 27,815
Change-27,815 (-100%)
Value—
Windward Capital Management Co
N/A
Shares— from 27,397
Change-27,397 (-100%)
Value—
Hamilton Wealth, LLC
N/A
Shares— from 27,266
Change-27,266 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 26,964
Change-26,964 (-100%)
Value—
Allstate Corp
N/A
Shares— from 26,896
Change-26,896 (-100%)
Value—
Denali Advisors LLC
N/A
Shares— from 26,801
Change-26,801 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 26,751
Change-26,751 (-100%)
Value—
LGT Fund Management Co Ltd.
N/A
Shares— from 26,624
Change-26,624 (-100%)
Value—
BNP Paribas
N/A
Shares— from 26,396
Change-26,396 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 26,140
Change-26,140 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 26,126
Change-26,126 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 26,086
Change-26,086 (-100%)
Value—
Sandhill Capital Partners LLC
N/A
Shares— from 25,623
Change-25,623 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 24,867
Change-24,867 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 24,767
Change-24,767 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 24,708
Change-24,708 (-100%)
Value—
Brentview Investment Management LLC
N/A
Shares— from 24,444
Change-24,444 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 24,432
Change-24,432 (-100%)
Value—
Andra Ap-fonden
N/A
Shares— from 24,182
Change-24,182 (-100%)
Value—
Siemens Fonds Invest GmbH
N/A
Shares— from 23,987
Change-23,987 (-100%)
Value—
Kentucky Retirement Systems
N/A
Shares— from 23,355
Change-23,355 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 22,941
Change-22,941 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 22,554
Change-22,554 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 22,152
Change-22,152 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 22,151
Change-22,151 (-100%)
Value—
T. Rowe Price Investment Management, Inc.
N/A
Shares— from 22,115
Change-22,115 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 21,992
Change-21,992 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 21,939
Change-21,939 (-100%)
Value—
EFG International AG
N/A
Shares— from 21,678
Change-21,678 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 21,585
Change-21,585 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 21,397
Change-21,397 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 21,239
Change-21,239 (-100%)
Value—
Brookfield Corp
N/A
Shares— from 20,935
Change-20,935 (-100%)
Value—
Core Alternative Capital
N/A
Shares— from 20,790
Change-20,790 (-100%)
Value—
Concentric Capital Strategies, LP
N/A
Shares— from 20,788
Change-20,788 (-100%)
Value—
Capital International, Inc.
N/A
Shares— from 20,782
Change-20,782 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 20,471
Change-20,471 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 20,361
Change-20,361 (-100%)
Value—
Capitolis Liquid Global Markets LLC
N/A
Shares— from 20,189
Change-20,189 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 20,048
Change-20,048 (-100%)
Value—
Opus Investment Management Inc
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 19,973
Change-19,973 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 19,924
Change-19,924 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 19,849
Change-19,849 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 19,811
Change-19,811 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 19,421
Change-19,421 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 19,312
Change-19,312 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 19,214
Change-19,214 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 19,170
Change-19,170 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 18,993
Change-18,993 (-100%)
Value—
Morton Community Bank
N/A
Shares— from 18,925
Change-18,925 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 18,909
Change-18,909 (-100%)
Value—
Sciencast Management LP
N/A
Shares— from 18,871
Change-18,871 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 18,626
Change-18,626 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 18,572
Change-18,572 (-100%)
Value—
Clare Market Investments LLC
N/A
Shares— from 18,492
Change-18,492 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 18,159
Change-18,159 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 17,727
Change-17,727 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 17,720
Change-17,720 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 17,159
Change-17,159 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 17,132
Change-17,132 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 16,722
Change-16,722 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 16,600
Change-16,600 (-100%)
Value—
Aviso Financial Inc.
N/A
Shares— from 16,451
Change-16,451 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 16,370
Change-16,370 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 16,252
Change-16,252 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 16,068
Change-16,068 (-100%)
Value—
Dark Forest Capital Management LP
N/A
Shares— from 16,054
Change-16,054 (-100%)
Value—
Simmons Bank
N/A
Shares— from 15,971
Change-15,971 (-100%)
Value—
First National Advisers, LLC
N/A
Shares— from 15,935
Change-15,935 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 15,880
Change-15,880 (-100%)
Value—
Schulhoff & Co Inc
N/A
Shares— from 15,819
Change-15,819 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 15,544
Change-15,544 (-100%)
Value—
East Coast Asset Management, Llc.
N/A
Shares— from 15,432
Change-15,432 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 15,422
Change-15,422 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 15,420
Change-15,420 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 15,306
Change-15,306 (-100%)
Value—
Wesleyan Assurance Society
N/A
Shares— from 15,091
Change-15,091 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 14,937
Change-14,937 (-100%)
Value—
Ecofi Investissements SA
N/A
Shares— from 14,900
Change-14,900 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 14,847
Change-14,847 (-100%)
Value—
Haverford Financial Services, Inc.
N/A
Shares— from 14,815
Change-14,815 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 14,762
Change-14,762 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 14,496
Change-14,496 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 14,460
Change-14,460 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 14,278
Change-14,278 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 14,194
Change-14,194 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 14,091
Change-14,091 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 13,806
Change-13,806 (-100%)
Value—
Northwest & Ethical Investments L.P.
N/A
Shares— from 13,748
Change-13,748 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 13,721
Change-13,721 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 13,712
Change-13,712 (-100%)
Value—
Rowlandmiller & Partners.adv
N/A
Shares— from 13,679
Change-13,679 (-100%)
Value—
Jennison Associates LLC
N/A
Shares— from 13,425
Change-13,425 (-100%)
Value—
Havemeyer Place LP
N/A
Shares— from 13,020
Change-13,020 (-100%)
Value—
Connable Office Inc
N/A
Shares— from 12,992
Change-12,992 (-100%)
Value—
Empirical Finance, LLC
N/A
Shares— from 12,969
Change-12,969 (-100%)
Value—
Harbour Investment Management LLC
N/A
Shares— from 12,516
Change-12,516 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 12,478
Change-12,478 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 12,285
Change-12,285 (-100%)
Value—
Freestone Grove Partners LP
N/A
Shares— from 12,196
Change-12,196 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 12,193
Change-12,193 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 12,068
Change-12,068 (-100%)
Value—
Kirtland Hills Capital Management, LLC
N/A
Shares— from 12,005
Change-12,005 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 11,957
Change-11,957 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 11,845
Change-11,845 (-100%)
Value—
Longfellow Investment Management Co LLC
N/A
Shares— from 11,763
Change-11,763 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 11,700
Change-11,700 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 11,674
Change-11,674 (-100%)
Value—
IAM Advisory, LLC
N/A
Shares— from 11,468
Change-11,468 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 11,414
Change-11,414 (-100%)
Value—
Mufg Securities Americas Inc.
N/A
Shares— from 11,128
Change-11,128 (-100%)
Value—
Capital & Planning, LLC
N/A
Shares— from 11,047
Change-11,047 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 10,976
Change-10,976 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 10,682
Change-10,682 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 10,615
Change-10,615 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 10,537
Change-10,537 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 10,307
Change-10,307 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 10,285
Change-10,285 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 10,221
Change-10,221 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 10,199
Change-10,199 (-100%)
Value—
Elo Mutual Pension Insurance Co
N/A
Shares— from 10,183
Change-10,183 (-100%)
Value—
Catalyst Funds Management Pty Ltd
N/A
Shares— from 10,100
Change-10,100 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 10,090
Change-10,090 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 9,815
Change-9,815 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 9,795
Change-9,795 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 9,753
Change-9,753 (-100%)
Value—
Kentucky Retirement Systems Insurance Trust Fund
N/A
Shares— from 9,692
Change-9,692 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 9,682
Change-9,682 (-100%)
Value—
Eventide Asset Management, LLC
N/A
Shares— from 9,453
Change-9,453 (-100%)
Value—
Uniplan Investment Counsel, Inc.
N/A
Shares— from 9,440
Change-9,440 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 9,139
Change-9,139 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 9,066
Change-9,066 (-100%)
Value—
LGT Group Foundation
N/A
Shares— from 8,735
Change-8,735 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 8,536
Change-8,536 (-100%)
Value—
Dynamic Technology Lab Private Ltd
N/A
Shares— from 8,523
Change-8,523 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 8,489
Change-8,489 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 8,464
Change-8,464 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 8,364
Change-8,364 (-100%)
Value—
Godshalk Welsh Capital Management, Inc.
N/A
Shares— from 8,355
Change-8,355 (-100%)
Value—
Quest Investment Management LLC
N/A
Shares— from 8,258
Change-8,258 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 8,242
Change-8,242 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 8,229
Change-8,229 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 8,082
Change-8,082 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 8,064
Change-8,064 (-100%)
Value—
Samjo Management, LLC
N/A
Shares— from 8,050
Change-8,050 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 8,010
Change-8,010 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 7,939
Change-7,939 (-100%)
Value—
Westerkirk Capital Inc.
N/A
Shares— from 7,900
Change-7,900 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 7,823
Change-7,823 (-100%)
Value—
Reyl & Cie S.A.
N/A
Shares— from 7,759
Change-7,759 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 7,713
Change-7,713 (-100%)
Value—
Stance Capital LLC
N/A
Shares— from 7,697
Change-7,697 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 7,542
Change-7,542 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 7,531
Change-7,531 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 7,529
Change-7,529 (-100%)
Value—
Intrepid Capital Management Inc
N/A
Shares— from 7,492
Change-7,492 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 7,461
Change-7,461 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 7,422
Change-7,422 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 7,394
Change-7,394 (-100%)
Value—
CIM Investment Management Inc
N/A
Shares— from 7,232
Change-7,232 (-100%)
Value—
Quantitative Investment Management, LLC
N/A
Shares— from 7,230
Change-7,230 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 7,179
Change-7,179 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 7,104
Change-7,104 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 7,011
Change-7,011 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 6,969
Change-6,969 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 6,940
Change-6,940 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 6,826
Change-6,826 (-100%)
Value—
EntryPoint Capital, LLC
N/A
Shares— from 6,636
Change-6,636 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 6,605
Change-6,605 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 6,590
Change-6,590 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 6,501
Change-6,501 (-100%)
Value—
Westbourne Investments, Inc.
N/A
Shares— from 6,424
Change-6,424 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 6,366
Change-6,366 (-100%)
Value—
Ark Wealth Advisors LLC
N/A
Shares— from 6,306
Change-6,306 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 6,291
Change-6,291 (-100%)
Value—
MWA Asset Management
N/A
Shares— from 6,285
Change-6,285 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 6,271
Change-6,271 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 6,265
Change-6,265 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 6,188
Change-6,188 (-100%)
Value—
FCA Corp
N/A
Shares— from 6,184
Change-6,184 (-100%)
Value—
Adapt Wealth Advisors, LLC
N/A
Shares— from 6,180
Change-6,180 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 6,049
Change-6,049 (-100%)
Value—
Counterweight Ventures, LLC
N/A
Shares— from 5,990
Change-5,990 (-100%)
Value—
January Capital Advisors LLC
N/A
Shares— from 5,946
Change-5,946 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 5,883
Change-5,883 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 5,859
Change-5,859 (-100%)
Value—
Ceeto Capital Group, LLC
N/A
Shares— from 5,851
Change-5,851 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 5,846
Change-5,846 (-100%)
Value—
Rithm Capital Corp.
N/A
Shares— from 5,800
Change-5,800 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 5,776
Change-5,776 (-100%)
Value—
Shay Capital LLC
N/A
Shares— from 5,750
Change-5,750 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 5,745
Change-5,745 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 5,738
Change-5,738 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 5,711
Change-5,711 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 5,672
Change-5,672 (-100%)
Value—
Okabena Investment Services Inc
N/A
Shares— from 5,663
Change-5,663 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 5,620
Change-5,620 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 5,586
Change-5,586 (-100%)
Value—
Callahan Advisors, LLC
N/A
Shares— from 5,507
Change-5,507 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 5,488
Change-5,488 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 5,415
Change-5,415 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 5,357
Change-5,357 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 5,302
Change-5,302 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 5,266
Change-5,266 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 5,260
Change-5,260 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 5,259
Change-5,259 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 5,256
Change-5,256 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 5,168
Change-5,168 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 5,162
Change-5,162 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 5,158
Change-5,158 (-100%)
Value—
Buckley Wealth Management, LLC
N/A
Shares— from 5,126
Change-5,126 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 5,121
Change-5,121 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 5,065
Change-5,065 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 5,064
Change-5,064 (-100%)
Value—
Barbara Oil Co.
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Atom Investors LP
N/A
Shares— from 4,980
Change-4,980 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 4,911
Change-4,911 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 4,886
Change-4,886 (-100%)
Value—
Potomac Fund Management Inc
N/A
Shares— from 4,864
Change-4,864 (-100%)
Value—
Rogco, LP
N/A
Shares— from 4,802
Change-4,802 (-100%)
Value—
Groupama Asset Managment
N/A
Shares— from 4,731
Change-4,731 (-100%)
Value—
Ossiam
N/A
Shares— from 4,705
Change-4,705 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 4,690
Change-4,690 (-100%)
Value—
Bank of Nova Scotia Trust Co
N/A
Shares— from 4,641
Change-4,641 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 4,573
Change-4,573 (-100%)
Value—
South Dakota Investment Council
N/A
Shares— from 4,558
Change-4,558 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 4,556
Change-4,556 (-100%)
Value—
Dnca Finance
N/A
Shares— from 4,460
Change-4,460 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 4,452
Change-4,452 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 4,417
Change-4,417 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 4,310
Change-4,310 (-100%)
Value—
Dougherty & Associates, LLC
N/A
Shares— from 4,302
Change-4,302 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 4,285
Change-4,285 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 4,272
Change-4,272 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 4,260
Change-4,260 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 4,194
Change-4,194 (-100%)
Value—
Pacific Point Advisors, LLC
N/A
Shares— from 4,181
Change-4,181 (-100%)
Value—
Inceptionr LLC
N/A
Shares— from 4,168
Change-4,168 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 4,158
Change-4,158 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 4,152
Change-4,152 (-100%)
Value—
Dempze Nancy E
N/A
Shares— from 4,142
Change-4,142 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 4,132
Change-4,132 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 4,119
Change-4,119 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 4,050
Change-4,050 (-100%)
Value—
NCP Inc.
N/A
Shares— from 4,040
Change-4,040 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 4,024
Change-4,024 (-100%)
Value—
Drake & Associates, LLC
N/A
Shares— from 4,016
Change-4,016 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 4,002
Change-4,002 (-100%)
Value—
Needham Investment Management LLC
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Ally Financial Inc.
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 3,974
Change-3,974 (-100%)
Value—
Aster Capital Management (Difc) Ltd
N/A
Shares— from 3,967
Change-3,967 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 3,965
Change-3,965 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 3,932
Change-3,932 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 3,878
Change-3,878 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 3,859
Change-3,859 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 3,810
Change-3,810 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 3,809
Change-3,809 (-100%)
Value—
Clarkston Capital Partners, LLC
N/A
Shares— from 3,786
Change-3,786 (-100%)
Value—
Diamant Asset Management, Inc.
N/A
Shares— from 3,780
Change-3,780 (-100%)
Value—
Fosun International Ltd
N/A
Shares— from 3,749
Change-3,749 (-100%)
Value—
Pursuit Wealth Strategies, LLC
N/A
Shares— from 3,742
Change-3,742 (-100%)
Value—
Chancellor Financial Group WB LP
N/A
Shares— from 3,716
Change-3,716 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 3,649
Change-3,649 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 3,642
Change-3,642 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 3,616
Change-3,616 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 3,590
Change-3,590 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 3,587
Change-3,587 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 3,567
Change-3,567 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 3,565
Change-3,565 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 3,559
Change-3,559 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 3,510
Change-3,510 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 3,440
Change-3,440 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 3,417
Change-3,417 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 3,395
Change-3,395 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 3,328
Change-3,328 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 3,311
Change-3,311 (-100%)
Value—
Olde Wealth Management, LLC
N/A
Shares— from 3,283
Change-3,283 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 3,276
Change-3,276 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 3,263
Change-3,263 (-100%)
Value—
Brasada Capital Management, LP
N/A
Shares— from 3,262
Change-3,262 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 3,253
Change-3,253 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 3,241
Change-3,241 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 3,218
Change-3,218 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 3,206
Change-3,206 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 3,192
Change-3,192 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 3,184
Change-3,184 (-100%)
Value—
Valtrion Capital Management, LLC
N/A
Shares— from 3,161
Change-3,161 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 3,155
Change-3,155 (-100%)
Value—
Opal Capital LLC
N/A
Shares— from 3,131
Change-3,131 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 3,109
Change-3,109 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 3,091
Change-3,091 (-100%)
Value—
Boston Research & Management Inc
N/A
Shares— from 3,090
Change-3,090 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 3,076
Change-3,076 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 3,064
Change-3,064 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 3,044
Change-3,044 (-100%)
Value—
Seneca House Advisors
N/A
Shares— from 3,044
Change-3,044 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 2,991
Change-2,991 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 2,968
Change-2,968 (-100%)
Value—
Private Capital Management, LLC
N/A
Shares— from 2,925
Change-2,925 (-100%)
Value—
ABN Amro Bank N.V.
N/A
Shares— from 2,918
Change-2,918 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 2,804
Change-2,804 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 2,770
Change-2,770 (-100%)
Value—
Alpine Global Management, LLC
N/A
Shares— from 2,766
Change-2,766 (-100%)
Value—
Westpac Banking Corp
N/A
Shares— from 2,720
Change-2,720 (-100%)
Value—
Bank OZK
N/A
Shares— from 2,719
Change-2,719 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 2,687
Change-2,687 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 2,665
Change-2,665 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 2,642
Change-2,642 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 2,623
Change-2,623 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 2,622
Change-2,622 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 2,521
Change-2,521 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 2,520
Change-2,520 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 2,518
Change-2,518 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 2,510
Change-2,510 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 2,508
Change-2,508 (-100%)
Value—
Partners Capital Investment Group, LLP
N/A
Shares— from 2,487
Change-2,487 (-100%)
Value—
Fieldview Capital Management, LLC
N/A
Shares— from 2,458
Change-2,458 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 2,453
Change-2,453 (-100%)
Value—
RD Lewis Holdings, Inc.
N/A
Shares— from 2,438
Change-2,438 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 2,430
Change-2,430 (-100%)
Value—
Fiduciary Wealth Partners, LLC
N/A
Shares— from 2,409
Change-2,409 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 2,391
Change-2,391 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 2,362
Change-2,362 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 2,351
Change-2,351 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 2,336
Change-2,336 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 2,319
Change-2,319 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 2,293
Change-2,293 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 2,290
Change-2,290 (-100%)
Value—
North Dallas Bank & Trust Co
N/A
Shares— from 2,276
Change-2,276 (-100%)
Value—
Bulltick Wealth Management, LLC
N/A
Shares— from 2,250
Change-2,250 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 2,245
Change-2,245 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 2,238
Change-2,238 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 2,235
Change-2,235 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 2,225
Change-2,225 (-100%)
Value—
Sagewood Asset Management LP
N/A
Shares— from 2,219
Change-2,219 (-100%)
Value—
Harbour Wealth Management Group, Inc.
N/A
Shares— from 2,217
Change-2,217 (-100%)
Value—
Bravias Capital Group, LLC
N/A
Shares— from 2,216
Change-2,216 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 2,216
Change-2,216 (-100%)
Value—
Severin Investments, LLC
N/A
Shares— from 2,203
Change-2,203 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 2,183
Change-2,183 (-100%)
Value—
Renaissance Group LLC
N/A
Shares— from 2,175
Change-2,175 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 2,167
Change-2,167 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 2,160
Change-2,160 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 2,136
Change-2,136 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 2,130
Change-2,130 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 2,124
Change-2,124 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 2,117
Change-2,117 (-100%)
Value—
Alaethes Wealth, LLC
N/A
Shares— from 2,093
Change-2,093 (-100%)
Value—
Reliant Investment Partners, LLC
N/A
Shares— from 2,081
Change-2,081 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 2,080
Change-2,080 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 2,063
Change-2,063 (-100%)
Value—
Osmosis Investment Management UK Ltd
N/A
Shares— from 2,058
Change-2,058 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 2,056
Change-2,056 (-100%)
Value—
Beck Mack & Oliver LLC
N/A
Shares— from 2,048
Change-2,048 (-100%)
Value—
Beta Wealth Group, Inc.
N/A
Shares— from 2,034
Change-2,034 (-100%)
Value—
S Harris Financial Group, LLC
N/A
Shares— from 2,032
Change-2,032 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 2,016
Change-2,016 (-100%)
Value—
Edgewood Management LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
TCM Advisors, LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Notis-McConarty Edward
N/A
Shares— from 1,990
Change-1,990 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 1,986
Change-1,986 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 1,986
Change-1,986 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 1,979
Change-1,979 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 1,964
Change-1,964 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 1,952
Change-1,952 (-100%)
Value—
Old West Investment Management, LLC
N/A
Shares— from 1,952
Change-1,952 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 1,952
Change-1,952 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 1,939
Change-1,939 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 1,935
Change-1,935 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 1,931
Change-1,931 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 1,925
Change-1,925 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 1,921
Change-1,921 (-100%)
Value—
CTC Alternative Strategies, Ltd.
N/A
Shares— from 1,900
Change-1,900 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 1,897
Change-1,897 (-100%)
Value—
AXA S.A.
N/A
Shares— from 1,879
Change-1,879 (-100%)
Value—
Orleans Capital Management Corp
N/A
Shares— from 1,867
Change-1,867 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 1,866
Change-1,866 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 1,861
Change-1,861 (-100%)
Value—
Crawford Investment Counsel Inc
N/A
Shares— from 1,851
Change-1,851 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 1,850
Change-1,850 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 1,850
Change-1,850 (-100%)
Value—
Resolute Wealth Strategies, LLC
N/A
Shares— from 1,845
Change-1,845 (-100%)
Value—
Volterra Technologies LP
N/A
Shares— from 1,837
Change-1,837 (-100%)
Value—
Red Wave Investments LLC
N/A
Shares— from 1,822
Change-1,822 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 1,820
Change-1,820 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 1,808
Change-1,808 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 1,807
Change-1,807 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 1,799
Change-1,799 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 1,794
Change-1,794 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 1,780
Change-1,780 (-100%)
Value—
Synergy Financial Group, LTD
N/A
Shares— from 1,779
Change-1,779 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 1,773
Change-1,773 (-100%)
Value—
George Kaiser Family Foundation
N/A
Shares— from 1,769
Change-1,769 (-100%)
Value—
Alpha Capital Advisors Inc
N/A
Shares— from 1,762
Change-1,762 (-100%)
Value—
Sompo Asset Management Co., Ltd.
N/A
Shares— from 1,760
Change-1,760 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 1,751
Change-1,751 (-100%)
Value—
American Trust
N/A
Shares— from 1,750
Change-1,750 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 1,736
Change-1,736 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 1,730
Change-1,730 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 1,721
Change-1,721 (-100%)
Value—
Wimmer Associates 1, LLC
N/A
Shares— from 1,720
Change-1,720 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 1,714
Change-1,714 (-100%)
Value—
Shepherd Wealth Management Ltd Liability Co
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 1,695
Change-1,695 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 1,680
Change-1,680 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 1,655
Change-1,655 (-100%)
Value—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A
Shares— from 1,650
Change-1,650 (-100%)
Value—
Old North State Trust, LLC
N/A
Shares— from 1,648
Change-1,648 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 1,629
Change-1,629 (-100%)
Value—
Orographic Financial Advisors, LLC
N/A
Shares— from 1,625
Change-1,625 (-100%)
Value—
City National Bank of Florida
N/A
Shares— from 1,622
Change-1,622 (-100%)
Value—
Corient IA LP
N/A
Shares— from 1,620
Change-1,620 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 1,614
Change-1,614 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 1,602
Change-1,602 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 1,602
Change-1,602 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 1,598
Change-1,598 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 1,592
Change-1,592 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 1,592
Change-1,592 (-100%)
Value—
Defiance ETFs, LLC
N/A
Shares— from 1,583
Change-1,583 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 1,574
Change-1,574 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 1,572
Change-1,572 (-100%)
Value—
Star Financial Bank
N/A
Shares— from 1,567
Change-1,567 (-100%)
Value—
Sunflower Bank, N.A.
N/A
Shares— from 1,557
Change-1,557 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 1,557
Change-1,557 (-100%)
Value—
Beacon Investment Advisors LLC
N/A
Shares— from 1,555
Change-1,555 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 1,553
Change-1,553 (-100%)
Value—
Alphadyne Asset Management LP
N/A
Shares— from 1,550
Change-1,550 (-100%)
Value—
Twin Tree Management, LP
N/A
Shares— from 1,535
Change-1,535 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 1,517
Change-1,517 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 1,516
Change-1,516 (-100%)
Value—
Spwm Advisors LLC
N/A
Shares— from 1,509
Change-1,509 (-100%)
Value—
Bolthouse Investments, LLC
N/A
Shares— from 1,496
Change-1,496 (-100%)
Value—
Auxier Asset Management LLC
N/A
Shares— from 1,480
Change-1,480 (-100%)
Value—
Fortune Financial Advisors, LLC
N/A
Shares— from 1,456
Change-1,456 (-100%)
Value—
UP Strategic Wealth Investment Advisors LLC
N/A
Shares— from 1,449
Change-1,449 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 1,446
Change-1,446 (-100%)
Value—
Sound Capital Solutions LLC
N/A
Shares— from 1,423
Change-1,423 (-100%)
Value—
Optimize Financial Inc.
N/A
Shares— from 1,423
Change-1,423 (-100%)
Value—
Cadia Private Client LLC
N/A
Shares— from 1,413
Change-1,413 (-100%)
Value—
Silver Coast Investments LLC
N/A
Shares— from 1,412
Change-1,412 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 1,404
Change-1,404 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 1,402
Change-1,402 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 1,380
Change-1,380 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 1,377
Change-1,377 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 1,355
Change-1,355 (-100%)
Value—
EWA, LLC
N/A
Shares— from 1,352
Change-1,352 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 1,344
Change-1,344 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 1,342
Change-1,342 (-100%)
Value—
Broyhill Asset Management, LLC
N/A
Shares— from 1,323
Change-1,323 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 1,298
Change-1,298 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 1,289
Change-1,289 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 1,282
Change-1,282 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 1,278
Change-1,278 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 1,277
Change-1,277 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 1,247
Change-1,247 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 1,243
Change-1,243 (-100%)
Value—
AlphaGrep UK Ltd
N/A
Shares— from 1,236
Change-1,236 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 1,232
Change-1,232 (-100%)
Value—
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A
Shares— from 1,232
Change-1,232 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 1,222
Change-1,222 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 1,210
Change-1,210 (-100%)
Value—
Sharpepoint LLC
N/A
Shares— from 1,190
Change-1,190 (-100%)
Value—
Brooks, Moore & Associates, Inc.
N/A
Shares— from 1,188
Change-1,188 (-100%)
Value—
Vermillion & White Wealth Management Group, LLC
N/A
Shares— from 1,176
Change-1,176 (-100%)
Value—
1776 Wealth LLC
N/A
Shares— from 1,166
Change-1,166 (-100%)
Value—
Ruggiero Investments, Inc.
N/A
Shares— from 1,165
Change-1,165 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 1,165
Change-1,165 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 1,164
Change-1,164 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 1,155
Change-1,155 (-100%)
Value—
Capital International Sarl
N/A
Shares— from 1,154
Change-1,154 (-100%)
Value—
E-Wealth Partners, LLC
N/A
Shares— from 1,141
Change-1,141 (-100%)
Value—
Bluebird Wealth Management LLC
N/A
Shares— from 1,135
Change-1,135 (-100%)
Value—
Henson-Edgewater Management, LLC
N/A
Shares— from 1,125
Change-1,125 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 1,118
Change-1,118 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 1,114
Change-1,114 (-100%)
Value—
HC Advisors, LLC
N/A
Shares— from 1,112
Change-1,112 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 1,108
Change-1,108 (-100%)
Value—
S&CO Inc
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
Cannon Wealth Management Services, LLC
N/A
Shares— from 1,096
Change-1,096 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 1,090
Change-1,090 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 1,088
Change-1,088 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 1,088
Change-1,088 (-100%)
Value—
Highview Capital Management LLC
N/A
Shares— from 1,083
Change-1,083 (-100%)
Value—
Resolute Advisors LLC
N/A
Shares— from 1,073
Change-1,073 (-100%)
Value—
Lumbard & Kellner, LLC
N/A
Shares— from 1,067
Change-1,067 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 1,052
Change-1,052 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 1,049
Change-1,049 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 1,048
Change-1,048 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 1,037
Change-1,037 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 1,025
Change-1,025 (-100%)
Value—
Charter Research & Investment Group, Inc.
N/A
Shares— from 1,025
Change-1,025 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 1,016
Change-1,016 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 1,015
Change-1,015 (-100%)
Value—
German American Bancorp, Inc.
N/A
Shares— from 1,012
Change-1,012 (-100%)
Value—
Rodgers Brothers Inc.
N/A
Shares— from 1,008
Change-1,008 (-100%)
Value—
Cyber Hornet ETFs LLC
N/A
Shares— from 1,006
Change-1,006 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 1,005
Change-1,005 (-100%)
Value—
Alan B Lancz & Associates, Inc.
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Sterneck Capital Management, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Wallace Advisory Group, LLC
N/A
Shares— from 993
Change-993 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 992
Change-992 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 979
Change-979 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 968
Change-968 (-100%)
Value—
Meadowbrook Advisors Group, LLC
N/A
Shares— from 968
Change-968 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 961
Change-961 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 956
Change-956 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 952
Change-952 (-100%)
Value—
Members Trust Co
N/A
Shares— from 941
Change-941 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 936
Change-936 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 933
Change-933 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 930
Change-930 (-100%)
Value—
Snowwater Investment Partners, LLC
N/A
Shares— from 922
Change-922 (-100%)
Value—
Dividend Assets Capital, LLC
N/A
Shares— from 919
Change-919 (-100%)
Value—
Leith Wheeler Investment Counsel Ltd.
N/A
Shares— from 917
Change-917 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 912
Change-912 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 908
Change-908 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 905
Change-905 (-100%)
Value—
US Asset Management LLC
N/A
Shares— from 904
Change-904 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 900
Change-900 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 854
Change-854 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 811
Change-811 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 804
Change-804 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 800
Change-800 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 775
Change-775 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 751
Change-751 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 667
Change-667 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 658
Change-658 (-100%)
Value—
Vega Investment Solutions
N/A
Shares— from 638
Change-638 (-100%)
Value—
Estabrook Capital Management
N/A
Shares— from 618
Change-618 (-100%)
Value—
Graticule Asia Macro Advisors LLC
N/A
Shares— from 607
Change-607 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 600
Change-600 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 580
Change-580 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 533
Change-533 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 515
Change-515 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 504
Change-504 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 502
Change-502 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 493
Change-493 (-100%)
Value—
Quarry LP
N/A
Shares— from 488
Change-488 (-100%)
Value—
Itau Unibanco Holding S.A.
N/A
Shares— from 465
Change-465 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 438
Change-438 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 429
Change-429 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 427
Change-427 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 375
Change-375 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 366
Change-366 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 364
Change-364 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 363
Change-363 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 360
Change-360 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 350
Change-350 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 346
Change-346 (-100%)
Value—
Bannerstone Capital Management, LLC
N/A
Shares— from 345
Change-345 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 334
Change-334 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 310
Change-310 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 304
Change-304 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 300
Change-300 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 290
Change-290 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 290
Change-290 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 280
Change-280 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 275
Change-275 (-100%)
Value—
Pekao Towarzystwo Funduszy Inwestycyjnych S.A.
N/A
Shares— from 265
Change-265 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 236
Change-236 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 232
Change-232 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 227
Change-227 (-100%)
Value—
ABS Investment Management LLC
N/A
Shares— from 223
Change-223 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 219
Change-219 (-100%)
Value—
Twin Lakes Capital Management, LLC
N/A
Shares— from 207
Change-207 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 202
Change-202 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 184
Change-184 (-100%)
Value—
Osterweis Capital Management Inc
N/A
Shares— from 181
Change-181 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 172
Change-172 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 171
Change-171 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 163
Change-163 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 142
Change-142 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 139
Change-139 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 137
Change-137 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 134
Change-134 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 123
Change-123 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 120
Change-120 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 118
Change-118 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 113
Change-113 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 113
Change-113 (-100%)
Value—
Clal Insurance Enterprises Holdings Ltd
N/A
Shares— from 106
Change-106 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 106
Change-106 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 92
Change-92 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 90
Change-90 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 90
Change-90 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 78
Change-78 (-100%)
Value—
1248 Management, LLC
N/A
Shares— from 64
Change-64 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 47
Change-47 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 41
Change-41 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 38
Change-38 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 33
Change-33 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 31
Change-31 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 29
Change-29 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 26
Change-26 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 22
Change-22 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 17
Change-17 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 15
Change-15 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 5
Change-5 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 5
Change-5 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 3
Change-3 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
Geode Capital Management, LLC
INCREASED9,252,4099,068,808+183,601+2%$2.0B$1.9B-$133.9M2026-11-06
Parnassus Investments, LLC
DECREASED4,362,2574,792,005-429,748-9%$1.1B$889.6M-$178.5M2026-10-22
Nordea Investment Management AB
INCREASED3,534,0492,957,041+577,008+20%$657.2M$724.1M+$66.9M2026-11-09
Amundi
DECREASED2,584,4112,878,103-293,692-10%$641.5M$527.0M-$114.4M2026-11-06
Dimensional Fund Advisors LP
INCREASED2,374,6422,366,960+7,682+0%$527.6M$484.3M-$43.3M2026-11-04
Deutsche Bank Ag\
INCREASED2,331,4582,207,477+123,981+6%$492.0M$475.4M-$16.6M2026-11-06
Swedbank AB
DECREASED2,106,9842,771,422-664,438-24%$617.7M$429.7M-$188.0M2026-10-27
Bank of New York Mellon Corp
DECREASED2,026,5302,054,264-27,734-1%$457.9M$413.3M-$44.6M2026-11-05
Sustainable Growth Advisers, LP
DECREASED1,969,1922,061,651-92,459-4%$459.5M$401.6M-$57.9M2026-10-15
Vontobel Holding Ltd.
DECREASED1,857,8142,375,932-518,118-22%$529.5M$378.8M-$150.7M2026-10-16
Barclays PLC
DECREASED1,737,6351,884,143-146,508-8%$419.9M$354.3M-$65.6M2026-11-06
Bank of Montreal
DECREASED1,625,0461,837,996-212,950-12%$409.7M$331.4M-$78.3M2026-11-09
Banque Pictet & CIE SA
DECREASED1,283,9981,290,640-6,642-1%$287.7M$261.8M-$25.8M2026-10-16
Mirova US LLC
DECREASED1,227,9091,312,962-85,053-6%$292.6M$250.4M-$42.2M2026-11-05
LPL Financial LLC
INCREASED1,086,3681,063,787+22,581+2%$237.1M$221.5M-$15.6M2026-11-06
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED997,542946,770+50,772+5%$211.0M$203.4M-$7.6M2026-11-05
Sumitomo Mitsui Trust Group, Inc.
DECREASED864,959892,621-27,662-3%$198.9M$176.4M-$22.6M2026-10-29
Russell Investments Group, Ltd.
INCREASED734,729657,620+77,109+12%$146.6M$149.8M+$3.3M2026-11-06
Danske Bank A/S
INCREASED709,874661,098+48,776+7%$147.3M$144.8M-$2.6M2026-11-09
Bahl & Gaynor LLC
INCREASED647,855620,996+26,859+4%$138.4M$132.1M-$6.3M2026-11-05
Citigroup Inc
INCREASED640,747556,970+83,777+15%$124.1M$130.7M+$6.5M2026-11-04
Assenagon Asset Management S.A.
INCREASED638,056166,949+471,107+282%$37.2M$130.1M+$92.9M2026-10-15
KBC Group NV
INCREASED619,527386,241+233,286+60%$86.1M$126.3K-$86.0M2026-10-22
Pictet Asset Management Holding SA
INCREASED596,764578,782+17,982+3%$129.0M$121.7M-$7.3M2026-11-03
Great Lakes Advisors, LLC
INCREASED579,6923,413+576,279+16885%$760.7K$118.2M+$117.5M2026-11-06
DekaBank Deutsche Girozentrale
INCREASED578,339551,205+27,134+5%$126.2K$119.7K-$6.5K2026-10-27
PNC Financial Services Group, Inc.
INCREASED519,788475,540+44,248+9%$106.0M$106.0M+$6.8K2026-11-06
Lansforsakringar Fondforvaltning AB (publ)
INCREASED491,588459,215+32,373+7%$102.3M$100.2M-$2.1M2026-11-09
Tctc Holdings, LLC
DECREASED456,529456,674-1450%$101.8M$93.1M-$8.7M2026-11-02
Regions Financial Corp
DECREASED447,891456,524-8,633-2%$101.8M$91.3M-$10.4M2026-11-05
AGF Management LTD
DECREASED444,663465,476-20,813-4%$103.7M$90.7M-$13.1M2026-11-03
Locust Wood Capital Advisers, LLC
INCREASED434,910424,279+10,631+3%$94.6M$88.7M-$5.9M2026-11-03
Principal Financial Group Inc
DECREASED416,808446,913-30,105-7%$99.6M$85.0M-$14.6M2026-11-02
Wealth Enhancement Advisory Services, LLC
DECREASED386,293565,065-178,772-32%$118.3M$79.1M-$39.1M2026-10-13
SEB Asset Management AB
DECREASED325,402353,078-27,676-8%$78.7M$66.4M-$12.3M2026-11-04
Retirement Systems of Alabama
INCREASED322,424231,252+91,172+39%$51.5M$65.7M+$14.2M2026-11-04
ABN Amro Investment Solutions
DECREASED319,171331,967-12,796-4%$74.0M$65.1M-$8.9M2026-10-21
Truist Financial Corp
DECREASED305,502339,793-34,291-10%$75.7M$62.3M-$13.4M2026-10-30
Kornitzer Capital Management Inc
DECREASED301,230302,222-9920%$67.4M$61.4M-$5.9M2026-11-03
Mizuho Markets Americas LLC
NEW295,000—+295,000——$60.2M—2026-11-09
Ninety One UK Ltd
INCREASED292,403256,243+36,160+14%$57.1M$59.6M+$2.5M2026-10-15
PFA Pension, Forsikringsaktieselskab
DECREASED291,173291,810-6370%$65.0M$59.4M-$5.7M2026-11-06
Fifth Third Bancorp
DECREASED290,686305,195-14,509-5%$68.0M$59.3M-$8.7M2026-11-05
Handelsbanken Fonder AB
INCREASED284,665242,318+42,347+17%$54.0K$58.0K+$4.0K2026-11-09
Strs Ohio
INCREASED263,743124,139+139,604+112%$27.7M$53.8M+$26.1M2026-10-30
Compagnie Lombard Odier SCmA
INCREASED257,722251,606+6,116+2%$56.1M$52.6M-$3.5M2026-11-04
King Luther Capital Management Corp
DECREASED254,036265,127-11,091-4%$59.1M$51.8M-$7.3M2026-11-05
Covea Finance
DECREASED246,192249,504-3,312-1%$55.6M$50.2M-$5.4M2026-10-21
New York State Teachers Retirement System
DECREASED239,989252,539-12,550-5%$56.3M$48.9K-$56.2M2026-10-22
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED235,538272,746-37,208-14%$60.8M$48.0M-$12.8M2026-10-15
Candriam S.C.A.
DECREASED226,898302,804-75,906-25%$67.4M$46.4M-$21.0M2026-11-03
Savant Capital, LLC
INCREASED219,83064,267+155,563+242%$14.5M$44.8M+$30.3M2026-11-06
Sterling Capital Management LLC
DECREASED208,754239,919-31,165-13%$53.5M$42.6M-$10.9M2026-10-22
Vaughan David Investments LLC
INCREASED207,110203,505+3,605+2%$45.4M$42.2K-$45.3M2026-11-05
Kimelman & Baird, LLC
DECREASED199,987200,490-5030%$44.7M$40.8M-$3.9M2026-11-03
Gateway Investment Advisers LLC
INCREASED198,978192,506+6,472+3%$42.9M$40.6M-$2.3M2026-10-13
MacKenzie Financial Corp
DECREASED198,491209,024-10,533-5%$46.6M$40.5M-$6.1M2026-11-02
Squarepoint Ops LLC
INCREASED190,35261,020+129,332+212%$13.6M$38.8M+$25.2M2026-11-09
Asset Management One Co., Ltd.
INCREASED187,278185,590+1,688+1%$41.4M$38.2M-$3.2M2026-10-27
US Bancorp \de\
DECREASED186,110193,482-7,372-4%$43.1M$38.0M-$5.2M2026-11-05
Commonwealth Equity Services, LLC
DECREASED185,533217,397-31,864-15%$48.5M$37.8M-$10.6M2026-11-02
Allspring Global Investments Holdings, LLC
DECREASED184,978186,352-1,374-1%$41.8M$37.3M-$4.4M2026-11-04
Park National Corp
INCREASED182,190175,812+6,378+4%$39.2M$37.2M-$2.0M2026-10-05
Moody Lynn Lieberson & Walker, LLC
DECREASED179,388179,600-2120%$40.0M$36.6M-$3.4M2026-10-14
KCM Investment Advisors LLC
DECREASED177,903182,200-4,297-2%$40.6M$36.3M-$4.3M2026-10-27
Chilton Capital Management LLC
INCREASED176,231174,390+1,841+1%$38.9M$35.9M-$2.9M2026-10-28
Quintet Private Bank (Europe) S.A.
INCREASED173,918112,249+61,669+55%$25.0M$35.5M+$10.4M2026-10-08
Creative Planning
DECREASED173,318173,352-340%$38.6M$35.3M-$3.3M2026-11-02
Robeco Schweiz AG
DECREASED170,568220,405-49,837-23%$49.1M$34.8M-$14.3M2026-10-23
Bessemer Group Inc
DECREASED167,238171,197-3,959-2%$38.2M$34.1K-$38.1M2026-11-09
AMI Asset Management Corp
DECREASED165,679171,839-6,160-4%$38.3M$33.8M-$4.5M2026-10-20
Calamos Advisors LLC
INCREASED163,040160,952+2,088+1%$35.9M$33.2M-$2.6M2026-11-02
Waters Parkerson & Co., LLC
INCREASED162,284152,836+9,448+6%$34.1M$33.1M-$971.1K2026-11-04
Eastern Bank
INCREASED161,483159,361+2,122+1%$35.5M$32.9M-$2.6M2026-10-05
Raiffeisen Bank International AG
DECREASED160,622187,359-26,737-14%$41.9M$33.3M-$8.6M2026-10-28
Nykredit A/S
INCREASED158,322138,943+19,379+14%$31.0M$32.3M+$1.3M2026-11-06
Norris Perne & French LLP
INCREASED155,661155,624+37+0%$34.7M$31.7M-$2.9M2026-10-23
Pittenger & Anderson Inc
INCREASED146,086144,645+1,441+1%$32.2M$29.8M-$2.4M2026-11-02
CIBC Asset Management Inc
INCREASED145,479141,965+3,514+2%$31.6M$29.7M-$2.0M2026-11-05
Stack Financial Management, Inc
DECREASED144,871145,573-7020%$32.4M$29.5M-$2.9M2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED144,781157,010-12,229-8%$35.0M$29.5K-$35.0M2026-11-02
B. Metzler seel. Sohn & Co. AG
INCREASED144,418138,650+5,768+4%$30.9M$29.4M-$1.5M2026-10-30
iA Global Asset Management Inc.
DECREASED142,680200,000-57,320-29%$44.6M$29.1K-$44.5M2026-10-29
Northeast Investment Management
INCREASED141,560139,452+2,108+2%$31.1M$28.9M-$2.2M2026-10-30
Achmea Investment Management B.V.
INCREASED141,48026,064+115,416+443%$5.8M$28.9M+$23.1M2026-10-30
TD Waterhouse Canada Inc.
DECREASED141,341148,156-6,815-5%$33.2M$28.5M-$4.7M2026-10-16
Kestra Advisory Services, LLC
INCREASED130,763120,115+10,648+9%$26.8M$26.7M-$106.1K2026-11-02
State of New Jersey Common Pension Fund D
UNCHANGED129,634129,63400%$28.9M$26.4M-$2.5M2026-11-05
Foster Dykema Cabot & Partners, LLC
DECREASED128,359128,426-670%$28.6M$26.2M-$2.4M2026-10-30
Deroy & Devereaux Private Investment Counsel Inc
INCREASED120,684119,222+1,462+1%$26.6M$24.6K-$26.5M2026-10-26
Baldwin Wealth Partners LLC
DECREASED119,266120,059-793-1%$26.8M$24.3M-$2.4M2026-10-13
Arbejdsmarkedets Tillaegspension
DECREASED115,600129,900-14,300-11%$29.0M$23.6M-$5.4M2026-10-30
Arizona State Retirement System
DECREASED111,470111,800-3300%$24.9M$22.7M-$2.2M2026-11-03
Weatherly Asset Management L. P.
INCREASED111,191111,159+32+0%$24.8M$22.7M-$2.1M2026-10-20
Swiss Life Asset Management Ltd
INCREASED110,65361,789+48,864+79%$13.8M$22.6M+$8.8M2026-11-03
Oppenheimer & Co Inc
INCREASED109,666109,278+388+0%$24.4M$22.4M-$2.0M2026-10-26
Eurizon Capital SGR S.p.A.
DECREASED108,430140,388-31,958-23%$31.3M$22.1M-$9.2M2026-11-06
Czech National Bank
INCREASED106,808105,160+1,648+2%$23.4M$21.8M-$1.7M2026-10-13
Natixis
INCREASED106,62825,675+80,953+315%$5.7M$21.7M+$16.0M2026-11-06
Reynders McVeigh Capital Management, LLC
DECREASED104,526109,866-5,340-5%$24.5M$21.3M-$3.2M2026-10-30
Alta Capital Management LLC/
INCREASED100,09887,653+12,445+14%$19.5M$20.4M+$876.0K2026-10-26
IFM Investors Pty Ltd
INCREASED99,03184,283+14,748+18%$18.8M$20.2M+$1.4M2026-10-14
Midwest Trust Co
INCREASED98,28098,061+219+0%$21.9M$20.0M-$1.8M2026-10-22
Aberdeen Group plc
DECREASED98,140567,316-469,176-83%$126.4M$40.3M-$86.2M2026-11-06
Westchester Capital Management, Inc.
INCREASED97,52188,590+8,931+10%$19.7M$19.9M+$141.5K2026-10-23
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED97,32794,454+2,873+3%$21.1M$19.8M-$1.2M2026-10-20
Wealthfront Advisers LLC
DECREASED96,774102,313-5,539-5%$22.8M$19.7M-$3.1M2026-11-09
Godsey & Gibb, Inc
NEW96,431—+96,431——$19.7M—2026-10-14
Chesley Taft & Associates LLC
INCREASED94,35392,482+1,871+2%$20.6M$19.2M-$1.4M2026-10-13
State of Michigan Retirement System
DECREASED93,38894,588-1,200-1%$21.1M$19.0M-$2.0M2026-10-27
Mirae Asset Global Investments Co., Ltd.
INCREASED93,20081,103+12,097+15%$18.1M$19.0M+$929.1K2026-11-03
D.A. Davidson & Co.
INCREASED93,14291,906+1,236+1%$20.5M$19.0M-$1.5M2026-10-28
UniSuper Management Pty Ltd
INCREASED92,76791,320+1,447+2%$20.4M$18.9M-$1.4M2026-10-26
Investment House LLC
DECREASED90,323130,596-40,273-31%$29.1M$18.4M-$10.7M2026-10-21
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
DECREASED89,28597,438-8,153-8%$21.7M$18.2M-$3.5M2026-10-22
Clearstead Advisors, LLC
DECREASED89,12791,464-2,337-3%$20.4M$18.2M-$2.2M2026-11-06
Xponance LLC
INCREASED87,34081,050+6,290+8%$18.1M$17.8M-$254.1K2026-11-03
Virginia Retirement Systems ET Al
INCREASED86,52168,921+17,600+26%$15.4M$17.6M+$2.3M2026-10-28
Capital Investment Advisors, LLC
INCREASED83,75411,134+72,620+652%$2.5M$17.1M+$14.6M2026-10-22
PBU - The Pension Fund of Early Childhood & Youth Educators
INCREASED83,31076,717+6,593+9%$17.1M$17.0M-$110.1K2026-11-06
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
NEW82,129—+82,129——$16.7M—2026-11-03
Daiwa Securities Group Inc.
DECREASED81,87884,484-2,606-3%$18.8M$16.7M-$2.1M2026-10-29
Boston Trust Walden Corp
DECREASED81,55299,480-17,928-18%$22.2M$16.6M-$5.5M2026-10-30
Nisa Investment Advisors, LLC
DECREASED79,55981,990-2,431-3%$18.3M$16.2M-$2.1M2026-10-20
Townsend & Associates, Inc
INCREASED79,52777,656+1,871+2%$18.6M$18.0M-$522.2K2026-10-23
Perpetual Ltd
INCREASED77,30876,543+765+1%$17.1M$15.8M-$1.3M2026-10-13
Bailard, Inc.
DECREASED76,67777,803-1,126-1%$17.3M$15.6M-$1.7M2026-10-13
Sapient Capital LLC
DECREASED76,44577,258-813-1%$17.2M$15.6M-$1.6M2026-10-08
Edge Wealth Management LLC
INCREASED75,49575,437+58+0%$16.8M$15.4M-$1.4M2026-10-13
Cidel Asset Management Inc
DECREASED73,98474,689-705-1%$16.6M$15.1M-$1.6M2026-10-29
Apollon Wealth Management, LLC
INCREASED73,04969,105+3,944+6%$15.4M$14.9M-$506.1K2026-10-23
Border to Coast Pensions Partnership Ltd
DECREASED72,50075,000-2,500-3%$16.7M$14.8K-$16.7M2026-10-09
First Fiduciary Investment Counsel, Inc.
DECREASED71,87873,897-2,019-3%$16.5M$14.7K-$16.5M2026-10-27
Baker Chad R
UNCHANGED71,53571,53500%$15.9M$14.6M-$1.4M2026-10-22
Atwater Malick LLC
DECREASED71,28571,452-1670%$15.9M$14.5M-$1.4M2026-10-15
Knights of Columbus Asset Advisors LLC
INCREASED70,17262,384+7,788+12%$13.9M$14.3M+$405.3K2026-11-05
Lmcg Investments, LLC
INCREASED69,83969,790+49+0%$15.6M$14.2M-$1.3M2026-10-21
Quilter Plc
DECREASED69,20369,271-680%$15.4M$14.1M-$1.3M2026-10-21
Rakuten Investment Management, Inc.
INCREASED68,66262,353+6,309+10%$13.9M$14.2M+$291.4K2026-10-30
Willis Investment Counsel
UNCHANGED68,62668,62600%$15.3M$14.0M-$1.3M2026-10-20
Neos Investment Management LLC
INCREASED68,42160,627+7,794+13%$13.5M$14.0M+$439.9K2026-11-04
Farmers & Merchants Investments Inc
DECREASED68,23468,281-470%$15.2M$13.9M-$1.3M2026-10-22
Jamison Private Wealth Management, Inc.
INCREASED67,81667,268+548+1%$15.0M$13.8M-$1.2M2026-10-14
Bank Pictet & Cie (Europe) AG
INCREASED67,38866,190+1,198+2%$14.8M$13.7M-$1.0M2026-10-20
Amalgamated Bank
DECREASED67,15868,887-1,729-3%$15.4M$13.7K-$15.3M2026-10-23
Pinnacle Associates LTD
DECREASED67,09068,800-1,710-2%$15.3M$13.7M-$1.7M2026-10-20
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED65,68274,698-9,016-12%$16.6M$13.4M-$3.3M2026-10-19
Calamos Wealth Management LLC
DECREASED64,31265,439-1,127-2%$14.6M$13.1M-$1.5M2026-11-02
TCV Trust & Wealth Management, Inc.
DECREASED64,29364,583-2900%$14.4M$13.1M-$1.3M2026-10-16
Buck Wealth Strategies, LLC
INCREASED64,12662,394+1,732+3%$13.9M$13.1M-$829.9K2026-10-28
Robeco Institutional Asset Management B.V.
DECREASED61,74162,537-796-1%$13.9M$12.6M-$1.3M2026-10-20
Tompkins Financial Corp
DECREASED61,73963,005-1,266-2%$14.0M$12.6M-$1.5M2026-10-05
Boston Common Asset Management, LLC
INCREASED61,13155,895+5,236+9%$12.5M$12.5M+$8.0K2026-10-13
Perryman Financial Advisory Inc
INCREASED60,35560,249+106+0%$13.4M$12.3M-$1.1M2026-10-16
BI Asset Management Fondsmaeglerselskab A/S
DECREASED59,41192,539-33,128-36%$20.6M$12.1K-$20.6M2026-10-22
Associated Banc-Corp
DECREASED59,13459,572-438-1%$13.3M$12.1M-$1.2M2026-10-30
Moors & Cabot, Inc.
DECREASED58,95859,733-775-1%$13.3M$12.0M-$1.3M2026-11-06
Hantz Financial Services, Inc.
DECREASED58,07759,985-1,908-3%$13.4M$11.8K-$13.4M2026-11-09
ProShare Advisors LLC
INCREASED57,51856,572+946+2%$12.6M$11.7M-$879.7K2026-10-29
BLB&B Advisors, LLC
DECREASED57,03757,278-2410%$12.8M$11.6M-$1.1M2026-10-27
Danica Pension, Livsforsikringsaktieselskab
UNCHANGED56,56656,56600%$12.6M$11.5M-$1.1M2026-11-09
Penn Davis Mcfarland Inc
DECREASED56,32056,370-500%$12.6M$11.5M-$1.1M2026-10-23
New York Life Investment Management LLC
INCREASED55,75355,511+242+0%$12.4M$11.4M-$1.0M2026-11-04
HFR Wealth Management, LLC
DECREASED54,69555,935-1,240-2%$12.5M$11.2M-$1.3M2026-11-09
Police & Firemen's Retirement System of New Jersey
DECREASED54,67955,801-1,122-2%$12.4M$11.2M-$1.3M2026-11-09
Lyell Wealth Management, LP
DECREASED54,21655,561-1,345-2%$12.4M$11.1M-$1.3M2026-10-30
TLW Wealth Management, LLC
INCREASED53,90752,959+948+2%$11.8M$11.0M-$810.8K2026-10-27
Avanza Fonder AB
INCREASED53,80146,156+7,645+17%$10.3M$11.0M+$683.9K2026-10-13
Brookstone Capital Management
INCREASED53,78653,282+504+1%$11.9M$11.0M-$907.4K2026-10-22
Davenport & Co LLC
DECREASED53,48556,953-3,468-6%$12.7M$10.9M-$1.8M2026-10-14
UMB Bank, n.a.
DECREASED53,12855,000-1,872-3%$12.3M$10.8M-$1.4M2026-11-06
Prospera Financial Services Inc
DECREASED52,81356,232-3,419-6%$12.5M$12.3M-$206.7K2026-11-04
Motco
INCREASED52,23952,109+130+0%$11.6M$10.7M-$961.5K2026-11-09
Galvin, Gaustad & Stein, LLC
DECREASED52,17555,006-2,831-5%$12.3M$10.6M-$1.6M2026-10-08
Cornerstone Advisors, LLC
INCREASED50,54118,897+31,644+167%$4.2M$10.3M+$6.1M2026-11-06
Ninety One North America, Inc.
DECREASED49,69654,194-4,498-8%$12.1M$10.1M-$1.9M2026-10-15
Generate Investment Management Ltd
DECREASED49,50777,104-27,597-36%$17.2M$10.1M-$7.1M2026-10-14
Fulcrum Capital LLC
INCREASED49,22647,571+1,655+3%$10.6M$10.0M-$564.5K2026-10-15
Washington Trust Co
INCREASED49,19148,965+226+0%$10.9M$10.0M-$882.3K2026-10-22
Miller Howard Investments Inc
INCREASED48,98748,031+956+2%$10.7M$10.0M-$715.8K2026-10-26
City Holding Co
DECREASED48,84049,867-1,027-2%$11.1M$10.0M-$1.2M2026-10-19
Burns J W & Co Inc
INCREASED47,31946,578+741+2%$10.4M$9.6M-$732.0K2026-10-20
McKinley Carter Wealth Services, Inc.
INCREASED46,18645,783+403+1%$10.2M$9.4M-$785.9K2026-10-16
Private Advisory Group LLC
DECREASED46,10846,176-680%$10.3M$9.4M-$889.2K2026-11-06
HB Wealth Management, LLC
INCREASED46,10645,758+348+1%$10.2M$9.4M-$796.7K2026-10-23
Money Concepts Capital Corp
INCREASED45,93923,670+22,269+94%$5.3M$9.4M+$4.1M2026-11-06
Oregon Public Employees Retirement Fund
INCREASED45,68045,421+259+1%$10.1M$9.3M-$808.4K2026-10-30
OP Asset Management Ltd
INCREASED45,07744,047+1,030+2%$9.8M$9.2M-$625.1K2026-11-05
Mattern Capital Management, LLC
INCREASED44,76344,162+601+1%$9.8M$9.1M-$714.8K2026-11-02
Keybank National Association
DECREASED44,18546,081-1,896-4%$10.3M$9.0M-$1.3M2026-11-04
Concurrent Investment Advisors, LLC
INCREASED44,03442,732+1,302+3%$9.5M$9.0M-$544.5K2026-10-16
Carnegie Investment Counsel
DECREASED43,89945,170-1,271-3%$10.1M$9.0M-$1.1M2026-10-20
Thrivent Financial for Lutherans
INCREASED43,54137,209+6,332+17%$8.3M$8.8K-$8.3M2026-11-05
Yousif Capital Management, LLC
INCREASED43,53743,426+111+0%$9.7M$8.9M-$800.7K2026-10-22
First Citizens Bank & Trust Co
DECREASED43,27943,986-707-2%$9.8M$8.8M-$978.1K2026-10-14
GHP Investment Advisors, Inc.
INCREASED42,37538,771+3,604+9%$8.6M$8.6M-$3832026-10-15
WoodTrust Financial Corp
DECREASED42,16542,456-291-1%$9.5M$8.6K-$9.5M2026-10-09
TSP Capital Management Group, LLC
UNCHANGED41,46541,46500%$9.2M$8.5M-$786.2K2026-10-15
MassMutual Private Wealth & Trust, FSB
DECREASED41,38544,495-3,110-7%$9.9M$8.4M-$1.5M2026-10-05
Exchange Traded Concepts, LLC
INCREASED41,21815,943+25,275+159%$3.6M$8.4M+$4.9M2026-10-28
Marietta Wealth Management, LLC
INCREASED40,53540,002+533+1%$8.9M$8.7M-$170.2K2026-10-22
Purus Wealth Management, LLC
DECREASED40,15340,390-237-1%$9.0M$8.2M-$814.1K2026-10-15
First Horizon Corp
DECREASED39,65139,718-670%$8.9M$8.1M-$766.7K2026-10-26
Vest Financial, LLC
DECREASED39,19939,647-448-1%$8.8M$8.0M-$843.1K2026-10-21
Highland Capital Management, LLC
INCREASED38,90338,789+114+0%$8.6M$7.9M-$712.2K2026-10-26
Mutual of America Capital Management LLC
DECREASED38,08038,147-670%$8.5M$7.8M-$736.9K2026-10-23
Ethic Inc.
INCREASED37,95934,749+3,210+9%$7.7M$7.7M-$4.2K2026-11-03
Sigma Planning Corp
DECREASED37,72338,200-477-1%$8.5M$7.7M-$821.2K2026-10-23
Journey Advisory Group, LLC
INCREASED37,31536,678+637+2%$8.2M$7.6M-$565.7K2026-11-04
Nordwand Advisors, LLC
DECREASED36,44436,619-1750%$8.2M$7.4M-$730.0K2026-11-05
Beacon Investment Advisory Services, Inc.
DECREASED36,37836,945-567-2%$8.2M$7.4M-$816.1K2026-10-13
Farther Finance Advisors, LLC
INCREASED36,34727,657+8,690+31%$6.2M$7.4M+$1.2M2026-10-08
Meiji Yasuda America Inc
INCREASED36,04829,369+6,679+23%$6.5M$7.4M+$805.1K2026-10-22
Ag2r LA Mondiale Gestion D'actifs
INCREASED35,81823,720+12,098+51%$5.3M$7.3M+$2.0M2026-10-26
Masterinvest Kapitalanlage GmbH
DECREASED35,63435,786-1520%$8.0M$7.3M-$709.5K2026-11-03
State of Alaska, Department of Revenue
DECREASED35,21736,200-983-3%$8.1M$7.2K-$8.1M2026-10-15
Bank Julius Baer & Co. Ltd, Zurich
DECREASED35,18548,356-13,171-27%$10.8M$7.2M-$3.6M2026-10-29
J.W. Cole Advisors, Inc.
INCREASED35,06634,694+372+1%$7.7M$7.2M-$581.9K2026-11-05
United Asset Strategies, Inc.
INCREASED34,62933,563+1,066+3%$7.5M$7.1M-$419.1K2026-10-28
Duff & Phelps Investment Management Co
INCREASED34,52423,795+10,729+45%$5.3M$7.0M+$1.7M2026-11-06
J. Safra Sarasin Holding AG
INCREASED34,3792,161+32,218+1491%$496.6K$7.1M+$6.6M2026-10-26
Strategic Advisors LLC
DECREASED34,04334,840-797-2%$7.8M$6.9M-$823.0K2026-10-13
DLK Investment Management, LLC
INCREASED33,64333,400+243+1%$7.1M$6.9M-$265.1K2026-10-09
Atria Investments, Inc
INCREASED33,38031,183+2,197+7%$7.0M$6.8M-$143.3K2026-10-15
Asset Advisors Investment Management, LLC
DECREASED33,08833,736-648-2%$7.5M$6.7M-$771.8K2026-10-19
Ascent Wealth Partners, LLC
INCREASED32,98932,867+122+0%$7.3M$6.7M-$598.3K2026-10-23
Inlet Private Wealth, LLC
UNCHANGED32,68132,68100%$7.3M$6.7M-$619.6K2026-10-21
Belpointe Asset Management LLC
DECREASED32,38632,867-481-1%$7.3M$6.6M-$721.2K2026-11-09
Mather Group, Llc.
INCREASED31,94018,229+13,711+75%$4.1M$6.5M+$2.5M2026-10-14
Wealthcare Advisory Partners LLC
INCREASED31,61223,344+8,268+35%$5.2M$6.4M+$1.2M2026-10-21
Strategy Asset Managers LLC
INCREASED31,36831,223+145+0%$7.0M$6.4M-$562.4K2026-10-14
Leavell Investment Management, Inc.
DECREASED31,36031,920-560-2%$7.1M$6.4M-$719.4K2026-11-09
LVM Capital Management LTD
INCREASED30,98730,883+104+0%$6.9K$6.3M+$6.3M2026-10-20
Baillie Gifford & Co
NEW30,771—+30,771——$6.3M—2026-11-09
Globalt Investments LLC / GA
DECREASED30,63731,639-1,002-3%$7.1M$6.2M-$804.3K2026-10-27
Gulf International Bank (UK) Ltd
UNCHANGED30,62430,62400%$6.8M$6.2K-$6.8M2026-10-20
Trust Co of Vermont
DECREASED30,50930,592-830%$6.8M$6.2M-$596.9K2026-10-21
Royal Fund Management, LLC
INCREASED30,45529,001+1,454+5%$6.5M$6.2M-$253.5K2026-10-22
Mizuho Securities USA LLC
INCREASED30,34928,924+1,425+5%$6.4M$6.6M+$196.3K2026-11-09
RBA Wealth Management, LLC
INCREASED30,10928,816+1,293+4%$6.4M$6.1M-$282.7K2026-10-28
Burling Wealth Partners, LLC
DECREASED29,65429,988-334-1%$6.7M$6.0M-$636.7K2026-11-09
Jericho Financial, LLP
INCREASED29,64029,189+451+2%$6.5M$6.0M-$461.6K2026-10-13
Decker Wealth Management LLC
INCREASED29,47025,725+3,745+15%$5.7M$6.0M+$276.0K2026-10-09
Harbour Investments, Inc.
DECREASED29,18235,408-6,226-18%$7.9M$6.0M-$1.9M2026-11-09
Salem Investment Counselors Inc
DECREASED28,80029,288-488-2%$6.5M$5.9M-$654.8K2026-10-13
Williams Jones Wealth Management, Llc.
INCREASED28,42228,126+296+1%$6.3M$5.8M-$472.9K2026-11-05
Nicholas Company, Inc.
NEW28,385—+28,385——$5.8M—2026-11-05
Motley Fool Asset Management LLC
INCREASED28,32827,528+800+3%$6.1M$5.8M-$358.8K2026-10-27
Diversify Advisory Services, LLC
INCREASED28,14127,101+1,040+4%$6.4M$6.3M-$138.4K2026-10-20
Diversify Wealth Management, LLC
INCREASED28,14127,101+1,040+4%$6.4M$6.3M-$138.4K2026-10-20
Crossmark Global Holdings, Inc.
DECREASED28,05128,132-810%$6.3M$5.7M-$549.9K2026-10-21
Union Bancaire Privee, UBP SA
DECREASED27,82477,193-49,369-64%$15.4M$5.2M-$10.2M2026-11-04
NTV Asset Management LLC
INCREASED27,79223,584+4,208+18%$5.3M$5.7M+$411.0K2026-10-23
Evergreen Private Wealth LLC
INCREASED27,30726,279+1,028+4%$5.9M$5.6M-$288.6K2026-10-30
River Wealth Advisors LLC
DECREASED27,25233,652-6,400-19%$7.5M$5.6M-$1.9M2026-11-09
Intech Investment Management LLC
INCREASED27,25124,613+2,638+11%$5.5M$5.6M+$71.3K2026-11-09
Pinkerton Wealth, LLC
INCREASED27,21425,208+2,006+8%$5.8M$5.5M-$243.0K2026-10-29
Hendley & Co Inc
NEW27,070—+27,070——$5.5K—2026-10-29
BAR Harbor Wealth Management
INCREASED27,04926,994+55+0%$6.0M$5.5M-$500.6K2026-10-21
Chapman Investment Management, LLC
NEW27,026—+27,026——$5.5M—2026-11-03
Schnieders Capital Management, Llc.
DECREASED26,98328,727-1,744-6%$6.4M$5.5M-$900.3K2026-11-09
True Freedom Investing, LLC
INCREASED26,74324,494+2,249+9%$5.6M$5.5M-$175.0K2026-10-29
Sitrin Capital Management LLC
DECREASED26,43727,493-1,056-4%$6.1M$5.4M-$736.6K2026-10-19
Hall Laurie J Trustee
DECREASED26,43126,730-299-1%$6.0M$5.4M-$567.8K2026-10-06
Vise Technologies, Inc.
DECREASED26,42628,807-2,381-8%$6.4M$5.4M-$1.0M2026-10-29
Asset One Wealth Management LLC
INCREASED25,85723,681+2,176+9%$5.5M$5.3M-$240.3K2026-11-02
Oak Thistle LLC
INCREASED24,7035,245+19,458+371%$1.2M$5.0M+$3.9M2026-10-21
First National Bank of Mount Dora, Trust Investment Services
DECREASED24,67232,730-8,058-25%$7.3M$5.0M-$2.3M2026-10-21
Kestra Private Wealth Services, LLC
DECREASED24,53524,548-130%$5.5M$5.0M-$468.1K2026-11-06
Titleist Asset Management, LLC
INCREASED24,46611,976+12,490+104%$2.7M$5.0M+$2.3M2026-10-08
Toth Financial Advisory Corp
DECREASED24,42924,594-165-1%$5.5M$5.0M-$500.1K2026-10-08
Central Trust Co
DECREASED24,37125,038-667-3%$5.6M$5.0M-$610.7K2026-11-05
Principle Wealth Partners LLC
INCREASED24,33924,231+108+0%$5.4M$5.0M-$437.3K2026-11-02
Hamilton Point Investment Advisors, LLC
DECREASED24,22024,232-120%$5.4M$4.9M-$461.9K2026-11-03
Bowen Hanes & Co Inc
DECREASED24,04924,629-580-2%$5.7M$4.9M-$755.4K2026-11-09
Community Financial Services Group, LLC
DECREASED23,84824,237-389-2%$5.4M$4.8M-$616.1K2026-10-15
L. Roy Papp & Associates, LLP
INCREASED23,72318,969+4,754+25%$4.2M$4.8M+$609.8K2026-10-21
Allworth Financial LP
INCREASED23,63422,026+1,608+7%$4.9M$5.3M+$358.2K2026-11-06
Signet Investment Advisory Group, Inc.
INCREASED23,47922,590+889+4%$5.0M$4.8M-$247.0K2026-10-30
Inspire Investing, LLC
INCREASED23,42722,684+743+3%$5.1M$4.8M-$278.6K2026-10-22
Rockline Wealth Management, LLC
DECREASED23,34723,826-479-2%$5.3M$4.8M-$549.6K2026-10-26
Wilmington Savings Fund Society, FSB
INCREASED23,2235,521+17,702+321%$1.2M$4.7M+$3.5M2026-10-23
Westhampton Capital, LLC
DECREASED23,16023,260-1000%$5.2M$4.7M-$461.4K2026-10-30
Maryland State Retirement & Pension System
INCREASED23,07620,040+3,036+15%$4.5M$4.7M+$239.1K2026-11-05
Naples Global Advisors, LLC
INCREASED23,03521,765+1,270+6%$4.9M$4.7M-$153.7K2026-11-05
Moran Wealth Management, LLC
INCREASED22,67322,447+226+1%$5.0M$4.6M-$379.5K2026-10-22
Choreo, LLC
DECREASED22,47222,902-430-2%$5.1M$4.6M-$521.7K2026-10-28
BCS Private Wealth Management, Inc.
DECREASED22,43222,665-233-1%$5.1M$4.6M-$477.3K2026-11-09
Bryn Mawr Trust Advisors, LLC
INCREASED22,3811,362+21,019+1543%$303.5K$4.6M+$4.3M2026-11-04
ASR Vermogensbeheer N.V.
INCREASED22,36116,523+5,838+35%$3.7M$4.6M+$877.5K2026-10-16
LS Investment Advisors, LLC
DECREASED22,29324,972-2,679-11%$5.6M$4.5M-$1.0M2026-10-13
Romano Brothers and Company
DECREASED22,11022,510-400-2%$5.0M$4.5M-$508.4K2026-10-22
Jacobi Capital Management LLC
INCREASED22,10921,294+815+4%$4.7M$4.5M-$237.7K2026-11-05
Vertrix Wealth Management, LLC
INCREASED21,97420,447+1,527+7%$4.6M$4.5M-$76.3K2026-10-13
Prevail Innovative Wealth Advisors, LLC
INCREASED21,79712,674+9,123+72%$2.8M$4.6M+$1.7M2026-10-20
Ascent Group, LLC
INCREASED21,77521,200+575+3%$4.7M$4.4M-$284.7K2026-10-30
Great Diamond Partners, LLC
INCREASED21,74821,460+288+1%$4.8M$4.4M-$348.1K2026-10-13
Conning Inc.
INCREASED21,57520,591+984+5%$4.6M$4.4M-$189.8K2026-10-27
Strategic Wealth Investment Group, LLC
DECREASED21,33121,999-668-3%$4.9M$4.3M-$553.4K2026-10-29
Ritholtz Wealth Management
DECREASED21,23921,376-137-1%$4.8M$4.3M-$433.4K2026-11-05
Patrick Mauro Investment Advisor, Inc.
INCREASED21,17321,128+45+0%$4.7M$4.3M-$391.4K2026-11-06
Prime Capital Investment Advisors, LLC
DECREASED21,09922,230-1,131-5%$5.0M$4.3M-$652.2K2026-10-20
AlphaCore Capital LLC
INCREASED20,98419,642+1,342+7%$4.4M$4.3M-$98.8K2026-11-04
Intesa Sanpaolo Wealth Management
DECREASED20,72643,768-23,042-53%$9.8M$4.2M-$5.5M2026-10-28
Mystic Asset Management, Inc.
DECREASED20,39520,693-298-1%$4.6M$4.2M-$453.1K2026-10-15
Arjuna Capital
INCREASED20,35020,145+205+1%$4.5M$4.1M-$340.1K2026-11-03
Telos Capital Management, Inc.
INCREASED20,27219,882+390+2%$4.4M$4.1M-$297.4K2026-11-02
RWC Asset Management LLP
UNCHANGED20,23620,23600%$4.5M$4.1M-$383.7K2026-10-22
Annex Advisory Services, LLC
INCREASED20,17519,872+303+2%$4.4M$4.1M-$315.1K2026-10-16
Beacon Financial Group
INCREASED20,14820,084+64+0%$4.5M$4.1M-$367.6K2026-10-19
Hall Capital Management Co Inc
DECREASED20,11020,231-121-1%$4.5M$4.1M-$408.3K2026-11-09
Hartford Investment Management Co
DECREASED19,99720,473-476-2%$4.6M$4.1M-$485.2K2026-11-04
Coastline Trust Co
DECREASED19,68720,042-355-2%$4.5M$4.0M-$452.4K2026-10-01
Cornerstone Wealth Group, LLC
INCREASED19,5601,548+18,012+1164%$345.0K$4.0M+$3.6M2026-11-02
Stanley-Laman Group, Ltd.
DECREASED19,55519,874-319-2%$4.4M$4.0M-$441.8K2026-10-20
Hennion & Walsh Asset Management, Inc.
DECREASED19,54424,952-5,408-22%$5.6M$4.0M-$1.6M2026-10-13
MGO One Seven LLC
INCREASED19,42016,154+3,266+20%$3.6M$4.0M+$359.9K2026-10-28
Lido Advisors, LLC
DECREASED19,22123,068-3,847-17%$5.1M$3.9M-$1.2M2026-11-04
Trust Co of Toledo NA
DECREASED19,01719,402-385-2%$4.3M$3.9M-$446.4K2026-10-16
EagleClaw Capital Managment, LLC
INCREASED18,62418,271+353+2%$4.1M$3.8M-$274.4K2026-11-06
New Mexico Educational Retirement Board
UNCHANGED18,56618,56600%$4.1M$3.8K-$4.1M2026-11-05
Y.D. More Investments Ltd
INCREASED18,48117,733+748+4%$701.9K$3.8M+$3.1M2026-11-02
Nikulski Financial, Inc.
INCREASED18,46817,703+765+4%$3.9M$3.8M-$179.7K2026-11-06
Providence Wealth Advisors, LLC
DECREASED18,43218,447-150%$4.2M$3.8M-$424.6K2026-10-29
Alps Advisors Inc
DECREASED18,30818,633-325-2%$4.2M$3.7M-$419.6K2026-11-03
Louisiana State Employees Retirement System
DECREASED18,30018,900-600-3%$4.2M$3.7M-$480.7K2026-10-20
Radnor Capital Management, LLC
UNCHANGED18,22118,22100%$4.1M$3.7M-$345.5K2026-10-23
Independence Bank of Kentucky
DECREASED18,19618,319-123-1%$4.1M$3.7M-$372.4K2026-10-26
Chemung Canal Trust Co
DECREASED17,99618,523-527-3%$4.1M$3.7M-$458.7K2026-11-04
Shrier Wealth Management, LLC
INCREASED17,75317,748+5+0%$4.0M$3.6M-$335.4K2026-10-20
Lakeside Advisors, Inc.
DECREASED17,72717,986-259-1%$4.0M$3.6M-$393.9K2026-10-20
Stenger Family Office, LLC
INCREASED17,62213,308+4,314+32%$3.0M$3.7M+$766.7K2026-10-22
Robertson Stephens Wealth Management, LLC
INCREASED17,05716,827+230+1%$3.8M$3.5M-$272.0K2026-10-16
Dynamic Advisor Solutions LLC
DECREASED17,00917,157-148-1%$3.8M$3.5M-$355.4K2026-10-13
Argent Trust Co
DECREASED16,94519,057-2,112-11%$4.2M$3.5M-$792.0K2026-11-09
Torrey Growth & Income Advisors
INCREASED16,91616,915+1+0%$3.8M$3.5M-$311.6K2026-11-04
Merit Financial Group, LLC
INCREASED16,82316,656+167+1%$3.7M$3.4M-$282.0K2026-11-06
Home Federal Bank of Tennessee
INCREASED16,80616,786+20+0%$3.7M$3.4M-$314.2K2026-10-15
Old Port Advisors
DECREASED16,60316,785-182-1%$3.7M$3.4M-$355.4K2026-10-23
HighPoint Advisor Group LLC
DECREASED16,56416,844-280-2%$3.8M$3.4M-$376.4K2026-11-09
YHB Investment Advisors, Inc.
INCREASED16,43815,434+1,004+7%$3.4M$3.4M-$87.9K2026-10-08
Bfsg, LLC
INCREASED16,39916,354+45+0%$3.6M$3.3M-$300.9K2026-10-30
Chicago Capital, LLC
DECREASED16,35416,421-670%$3.7M$3.3M-$324.9K2026-10-13
Perigon Wealth Management, LLC
DECREASED16,32825,119-8,791-35%$5.6M$3.3M-$2.3M2026-10-22
Aaron Wealth Advisors LLC
DECREASED16,31316,790-477-3%$3.7M$3.3M-$415.6K2026-10-13
Mitchell & Pahl Private Wealth, LLC
INCREASED16,25515,692+563+4%$3.5M$3.3M-$182.7K2026-10-14
M3 Wealth Management, LLC
INCREASED16,09415,905+189+1%$3.5M$3.3M-$263.0K2026-11-09
Independent Financial Group, LLC
DECREASED15,94116,675-734-4%$3.7M$3.3M-$465.8K2026-10-13
Ldic Inc.
INCREASED15,86514,660+1,205+8%$3.3M$3.2M-$32.2K2026-10-14
Ashton Thomas Private Wealth, LLC
DECREASED15,82415,951-127-1%$3.6M$3.2M-$328.3K2026-11-03
GPM Growth Investors, Inc.
DECREASED15,81916,050-231-1%$3.6M$3.2M-$351.4K2026-10-30
Guardian Wealth Management, Inc.
INCREASED15,64515,627+18+0%$3.5M$3.2M-$292.6K2026-10-30
Level Four Advisory Services, LLC
INCREASED15,56915,479+90+1%$3.5M$3.2M-$275.0K2026-11-06
OFI Invest Asset Management
DECREASED15,49916,444-945-6%$3.2M$2.8M-$423.1K2026-11-06
Pathway Financial Advisers, LLC
INCREASED15,48415,434+50+0%$3.4M$3.2M-$282.4K2026-10-27
Pictet Bank & Trust Ltd
DECREASED15,35015,900-550-3%$3.5M$3.1M-$413.6K2026-10-21
Family Legacy, Inc.
INCREASED15,30515,063+242+2%$3.4M$3.1M-$236.4K2026-10-13
Generali Asset Management SPA SGR
INCREASED15,29314,200+1,093+8%$3.2M$3.1M-$46.3K2026-10-26
Citizens Financial Group Inc
DECREASED15,27916,266-987-6%$3.6M$3.1M-$509.5K2026-10-23
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED15,26917,529-2,260-13%$3.9M$3.1M-$793.2K2026-10-14
Praxis Investment Management Inc
DECREASED15,25918,312-3,053-17%$4.1M$3.1K-$4.1M2026-11-03
First National Trust Co
DECREASED15,16916,693-1,524-9%$3.7M$3.1M-$627.3K2026-10-28
Scott & Selber, Inc.
DECREASED15,06215,090-280%$3.4M$3.1M-$291.7K2026-10-21
Inspire Trust Co, N.A.
NEW15,000—+15,000——$3.1M—2026-11-05
Advisors Management Group Inc
DECREASED14,99615,079-83-1%$3.4M$3.1K-$3.4M2026-11-05
Univest Financial Corp
INCREASED14,97913,559+1,420+10%$3.0M$3.1M+$32.4K2026-11-05
North Star Investment Management Corp.
DECREASED14,96514,969-40%$3.3M$3.1M-$284.6K2026-10-27
Bokf, NA
DECREASED14,87015,537-667-4%$3.5M$3.0M-$430.6K2026-10-27
Cohen Capital Management, Inc.
UNCHANGED14,84314,84300%$3.3M$3.0M-$281.4K2026-10-14
Encompass More Asset Management
NEW14,714—+14,714——$3.0M—2026-10-16
Rydar Equities, Inc.
INCREASED14,68713,739+948+7%$3.3M$3.1M-$212.1K2026-10-13
Secure Asset Management, LLC
INCREASED14,67612,424+2,252+18%$2.8M$3.0M+$223.7K2026-10-19
Great Valley Advisor Group, Inc.
INCREASED14,4709,335+5,135+55%$2.1M$3.0M+$870.5K2026-11-09
Grandview Asset Management LLC
DECREASED14,41815,928-1,510-9%$3.5M$2.9M-$609.9K2026-10-19
Sterling Investment Management, LLC
DECREASED14,37214,390-180%$3.2M$2.9M-$276.5K2026-10-16
Third View Private Wealth, LLC
INCREASED14,28614,155+131+1%$3.2M$2.9M-$241.7K2026-10-30
Compass Wealth Management LLC
DECREASED14,26314,388-125-1%$3.2M$2.9M-$298.3K2026-10-22
Emerald Investment Advisers, LLC
DECREASED14,26214,361-99-1%$3.2M$2.9M-$292.5K2026-11-09
Wedbush Securities Inc
INCREASED14,24214,150+92+1%$3.2M$2.9K-$3.2M2026-10-22
Alkeme Wealth, LLC
UNCHANGED14,21514,21500%$3.2M$2.9M-$269.4K2026-10-08
Fortis Group Advisors, LLC
DECREASED14,20922,312-8,103-36%$5.0M$3.3M-$1.7M2026-11-06
G&S Capital LLC
INCREASED14,15112,614+1,537+12%$2.8M$2.9M+$74.3K2026-10-23
E. Ohman J:or Asset Management AB
INCREASED14,12710,197+3,930+39%$2.3M$2.9M+$608.1K2026-10-22
Guyasuta Investment Advisors Inc
DECREASED14,00914,552-543-4%$3.2M$2.9M-$386.6K2026-10-15
Tokio Marine Asset Management Co LTD
INCREASED13,99813,743+255+2%$3.1M$2.9M-$208.6K2026-10-26
Kavar Capital Partners Group, LLC
DECREASED13,96714,207-240-2%$3.2M$2.8M-$318.3K2026-11-06
Security National Bank
INCREASED13,85113,828+23+0%$3.1M$2.8M-$257.5K2026-10-26
Y-Intercept (Hong Kong) Ltd
DECREASED13,78014,765-985-7%$3.3M$2.8M-$480.8K2026-10-16
American State Bank (Iowa)
INCREASED13,61113,263+348+3%$3.0M$2.8M-$180.5K2026-11-03
Intact Investment Management Inc.
NEW13,500—+13,500——$2.8M—2026-11-03
Aull & Monroe Investment Management Corp
DECREASED13,36713,379-120%$3.0M$2.7M-$256.1K2026-10-16
Brown Shipley& Co Ltd
INCREASED13,25213,004+248+2%$2.9M$2.7M-$196.0K2026-10-09
Park Avenue Securities LLC
DECREASED13,21714,622-1,405-10%$3.3M$2.7K-$3.3M2026-10-26
Coldstream Capital Management Inc
DECREASED13,19813,961-763-5%$3.1M$2.7M-$420.4K2026-11-09
Hanson & Doremus Investment Management
INCREASED13,15612,310+846+7%$2.7M$2.7K-$2.7M2026-10-16
Parsons Capital Management Inc
INCREASED13,13012,786+344+3%$2.8M$2.7M-$172.3K2026-10-28
Greenleaf Trust
DECREASED13,11814,301-1,183-8%$3.2M$2.7M-$512.4K2026-10-29
Compound Planning, Inc.
DECREASED13,11014,528-1,418-10%$3.2M$2.7M-$564.6K2026-11-09
Enhancing Capital LLC
UNCHANGED13,10013,10000%$2.9M$2.7M-$248.4K2026-10-26
Viking Fund Management LLC
UNCHANGED13,00013,00000%$2.9M$2.7M-$246.5K2026-10-14
Brookmont Capital Management
INCREASED12,97912,910+69+1%$2.9M$2.6M-$230.7K2026-10-23
Zevenbergen Capital Investments LLC
INCREASED12,93711,155+1,782+16%$2.5M$2.6M+$151.9K2026-10-08
Griffin Asset Management, Inc.
INCREASED12,90412,883+21+0%$2.9M$2.6M-$240.0K2026-10-22
Obermeyer Wealth Partners
DECREASED12,78812,839-510%$2.9M$2.6M-$253.9K2026-10-21
Americana Partners, LLC
DECREASED12,74012,899-159-1%$2.9M$2.6M-$277.2K2026-10-28
SVB Wealth LLC
DECREASED12,69715,504-2,807-18%$3.5M$2.6M-$866.5K2026-11-06
Woodmont Investment Counsel LLC
INCREASED12,68812,683+5+0%$2.8M$2.6M-$239.5K2026-10-29
Bell Asset Management Ltd
DECREASED12,65922,189-9,530-43%$4.9M$2.6M-$2.4M2026-10-08
Aldebaran Financial Inc.
INCREASED12,63012,627+3+0%$2.8M$2.6M-$238.8K2026-11-06
Northcape Wealth Management, LLC
INCREASED12,52912,242+287+2%$2.7M$2.6M-$173.5K2026-11-04
Caldwell Trust Co
DECREASED12,50113,765-1,264-9%$3.1M$2.5M-$518.7K2026-10-30
Sky Investment Group LLC
INCREASED12,43711,824+613+5%$2.6M$2.5M-$99.2K2026-10-30
Aries Wealth Management
INCREASED12,43512,349+86+1%$2.8M$2.5M-$216.6K2026-10-23
Koshinski Asset Management, Inc.
DECREASED12,42512,528-103-1%$2.8M$2.5M-$258.4K2026-10-29
Plimoth Trust Co LLC
INCREASED12,41411,113+1,301+12%$2.5M$2.5M+$54.6K2026-10-26
TKG Advisors, LLC
INCREASED12,35611,825+531+4%$2.6M$2.5M-$115.7K2026-11-02
Parallel Advisors, LLC
DECREASED12,29812,628-330-3%$2.8M$2.5M-$306.9K2026-11-03
ARQ Wealth Advisors, LLC
DECREASED12,23515,022-2,787-19%$3.6M$2.5M-$1.1M2026-10-29
Axxcess Wealth Management, LLC
DECREASED12,21214,931-2,719-18%$3.3M$2.5M-$837.8K2026-10-21
IFP Advisors, Inc
DECREASED12,20712,427-220-2%$2.8M$2.5M-$280.5K2026-10-16
Midwest Professional Planners, Ltd.
DECREASED11,94612,514-568-5%$2.8M$2.4M-$353.1K2026-10-29
First Premier Bank
UNCHANGED11,94111,94100%$2.7K$2.4K-$2272026-10-13
Littlejohn Financial Services, Inc.
DECREASED11,81411,992-178-1%$2.7M$2.4M-$263.6K2026-11-06
Accretive Wealth Partners, LLC
INCREASED11,79810,507+1,291+12%$2.3M$2.4M+$64.0K2026-11-06
Correct Capital Wealth Management
INCREASED11,70911,699+10+0%$2.6M$2.4M-$219.7K2026-11-02
Polaris Financial Partners
NEW11,675—+11,675——$2.4K—2026-10-02
Pettee Investors, Inc.
UNCHANGED11,62311,62300%$2.6M$2.4M-$220.4K2026-11-09
Tandem Capital Management Corp
INCREASED11,5959,539+2,056+22%$2.1M$2.4M+$238.4K2026-10-22
Raab & Moskowitz Asset Management LLC
DECREASED11,50911,659-150-1%$2.6M$2.3M-$251.6K2026-11-02
North Dakota State Investment Board
INCREASED11,40011,001+399+4%$2.5M$2.3M-$127.2K2026-10-27
Argyle Capital Management, LLC
UNCHANGED11,32711,32700%$2.5M$2.3M-$214.8K2026-10-28
VestGen Advisors, LLC
DECREASED11,28711,644-357-3%$2.6M$2.3M-$293.6K2026-10-27
Sava Infond d.o.o.
INCREASED11,2805,640+5,640+100%$1.3M$2.3M+$1.0M2026-10-28
LaFleur & Godfrey LLC
INCREASED11,07110,996+75+1%$2.5M$2.3M-$193.2K2026-10-27
Chicago Partners Investment Group LLC
DECREASED11,04912,341-1,292-10%$2.9M$2.6M-$283.3K2026-10-27
Summit Wealth Group LLC / Co
NEW11,020—+11,020——$2.2M—2026-10-29
GFS Advisors, LLC
INCREASED10,95510,420+535+5%$432$2.2M+$2.2M2026-11-03
Bluedoor Private Wealth, LLC
INCREASED10,91610,818+98+1%$2.4M$2.2M-$185.1K2026-11-05
Confluence Wealth Services, Inc.
INCREASED10,87910,828+51+0%$2.4M$2.2M-$194.9K2026-11-05
Diversified Trust Co
DECREASED10,86710,924-57-1%$2.4M$2.2M-$218.9K2026-11-06
Harbour Capital Advisors, LLC
DECREASED10,80012,075-1,275-11%$2.8M$2.2M-$615.1K2026-10-13
Nixon Peabody Trust Co
DECREASED10,68411,513-829-7%$2.6M$2.2M-$387.3K2026-10-23
Fulcrum Asset Management LLP
INCREASED10,66410,549+115+1%$2.4M$2.2M-$147.9K2026-11-04
RDA Financial Network
DECREASED10,62611,028-402-4%$2.5M$2.2M-$291.0K2026-10-15
International Assets Investment Management, LLC
DECREASED10,50710,838-331-3%$2.4M$2.1M-$307.2K2026-11-02
Covenant Asset Management, LLC
DECREASED10,46111,320-859-8%$2.5M$2.1M-$389.8K2026-10-14
Florida Trust Wealth Management Co
INCREASED10,4368,989+1,447+16%$2.0M$2.1M+$124.6K2026-11-05
Fjell Capital, LLC
INCREASED10,4079,108+1,299+14%$2.0M$2.1M+$92.2K2026-10-13
Canada Post Corp Registered Pension Plan
UNCHANGED10,35810,35800%$2.3M$2.1M-$163.6K2026-11-09
Hunter Associates Investment Management LLC
INCREASED10,35410,205+149+1%$2.3M$2.1K-$2.3M2026-10-26
Simon Quick Advisors, LLC
INCREASED10,3078,559+1,748+20%$1.9M$2.1M+$194.2K2026-10-26
MBM Wealth Consultants, LLC
INCREASED10,3049,699+605+6%$2.2M$2.1M-$60.5K2026-10-20
Symphony Financial, Ltd. Co.
DECREASED10,22810,286-58-1%$2.3M$2.1M-$191.4K2026-10-22
WT Wealth Management
INCREASED10,1889,613+575+6%$2.1M$2.1M-$65.0K2026-10-13
Valeo Financial Advisors, LLC
INCREASED10,1219,961+160+2%$2.2M$2.1M-$156.1K2026-10-08
Fisher Asset Management, LLC
INCREASED10,0769,046+1,030+11%$2.0M$2.1M+$38.5K2026-11-06
Community Bank, N.A.
DECREASED10,05910,113-54-1%$2.3M$2.1M-$202.8K2026-11-06
Gamma Investing LLC
DECREASED10,05510,875-820-8%$2.4M$2.1M-$373.3K2026-10-08
Norden Group LLC
DECREASED10,02410,528-504-5%$2.3M$2.0M-$302.4K2026-10-20
Orser Capital Management, LLC
DECREASED10,01110,282-271-3%$2.3M$2.0M-$250.2K2026-10-13
Shuttleworth & Co
DECREASED9,9349,936-20%$2.2M$2.0M-$188.8K2026-10-30
Brighton Jones LLC
INCREASED9,9309,844+86+1%$2.2M$2.0M-$169.2K2026-11-03
Farmers & Merchants Trust Co of Long Beach
INCREASED9,8609,855+5+0%$2.2M$2.0M-$185.8K2026-10-22
NorthCrest Asset Manangement, LLC
DECREASED9,76658,662-48,896-83%$13.6M$2.1M-$11.5M2026-10-13
Outfitters Financial LLC
DECREASED9,7199,779-60-1%$2.2M$2.0M-$197.6K2026-10-23
Securian Asset Management, Inc
DECREASED9,6429,786-144-1%$2.3M$2.0M-$375.7K2026-11-06
Oak Asset Management, LLC
DECREASED9,6369,896-260-3%$2.2M$2.0M-$240.6K2026-10-13
Quadrant Capital Group LLC
DECREASED9,58611,416-1,830-16%$2.5M$2.0M-$513.8K2026-10-20
Krilogy Financial LLC
DECREASED9,55811,898-2,340-20%$2.7M$2.0M-$633.8K2026-10-13
Oppenheimer Asset Management Inc.
INCREASED9,5518,861+690+8%$2.0M$1.9M-$27.3K2026-10-27
First Pacific Financial
INCREASED9,5445,900+3,644+62%$1.3M$1.9M+$631.2K2026-10-14
CGN Advisors LLC
DECREASED9,52110,675-1,154-11%$2.4M$1.9M-$437.8K2026-10-21
Garner Asset Management Corp
DECREASED9,47510,078-603-6%$2.2M$2.3M+$37.4K2026-10-30
Ferguson Wellman Capital Management, Inc
DECREASED9,4649,513-49-1%$2.1M$1.9M-$190.4K2026-10-05
Mechanics Bank Trust Department
DECREASED9,4399,533-94-1%$2.1M$1.9M-$199.9K2026-10-13
Nvwm, LLC
INCREASED9,4239,333+90+1%$2.1M$1.9M-$158.6K2026-10-14
Mainstay Capital Management LLC
INCREASED9,3258,862+463+5%$2.0M$1.9M-$73.6K2026-11-09
Cohen Klingenstein LLC
UNCHANGED9,3009,30000%$2.1M$1.9M-$176.3K2026-10-15
Patrick M Sweeney & Associates, Inc
INCREASED9,2899,288+1+0%$2.1M$1.9M-$176.0K2026-10-22
Canton Hathaway, LLC
DECREASED9,1439,194-51-1%$2.0M$1.9M-$184.5K2026-10-23
Weaver Capital Management LLC
DECREASED9,11310,975-1,862-17%$2.5M$1.9M-$663.5K2026-10-15
Monograph Wealth Advisors, LLC
DECREASED9,1049,459-355-4%$2.1M$1.9M-$251.7K2026-11-09
Lederer & Associates Investment Counsel
DECREASED9,0339,084-51-1%$2.0K$1.8K-$1832026-10-23
Castle Rock Wealth Management, LLC
DECREASED8,99410,117-1,123-11%$2.3M$1.9M-$397.5K2026-10-09
Institute for Wealth Management, Llc.
INCREASED8,9268,770+156+2%$2.0M$1.8M-$134.5K2026-11-06
Gryphon Financial Partners LLC
INCREASED8,8688,730+138+2%$1.9M$1.8M-$137.5K2026-11-04
Signaturefd, LLC
DECREASED8,8289,718-890-9%$2.2M$1.8M-$365.8K2026-10-23
Geneos Wealth Management Inc.
INCREASED8,8147,192+1,622+23%$1.6M$1.8M+$194.4K2026-11-09
Baker Ellis Asset Management LLC
DECREASED8,7968,806-100%$2.0M$1.8M-$169.0K2026-10-14
Chicago Trust Co NA
DECREASED8,7899,097-308-3%$2.0M$1.8M-$235.3K2026-10-28
Werlinich Asset Management, LLC
INCREASED8,7468,568+178+2%$1.9M$1.8M-$126.2K2026-10-09
JGP Wealth Management, LLC
DECREASED8,7378,911-174-2%$2.0M$1.8M-$204.5K2026-10-13
Legacy Wealth Asset Management, LLC
INCREASED8,7053,166+5,539+175%$705.7K$1.8M+$1.1M2026-10-09
Hartline Investment Corp/
DECREASED8,6519,801-1,150-12%$2.2M$1.8M-$420.3K2026-10-29
Aprio Wealth Management, LLC
INCREASED8,6408,620+20+0%$1.9M$1.8M-$159.3K2026-10-28
Mission Wealth Management, LP
DECREASED8,61711,453-2,836-25%$2.6M$1.8M-$795.6K2026-10-15
TD Private Client Wealth LLC
INCREASED8,6178,062+555+7%$1.8M$1.8M-$39.7K2026-10-28
Mitchell Sinkler & Starr
DECREASED8,6108,900-290-3%$2.0M$1.8M-$227.9K2026-10-13
Kathmere Capital Management, LLC
DECREASED8,5828,854-272-3%$2.0M$1.8M-$223.3K2026-10-20
HUB Investment Partners, LLC
INCREASED8,4917,481+1,010+14%$1.7M$1.7M+$64.3K2026-11-03
Columbia Asset Management
DECREASED8,4858,585-100-1%$1.9M$1.7M-$183.2K2026-10-19
Integrity Alliance, Llc.
INCREASED8,4366,814+1,622+24%$1.5M$1.7M+$201.7K2026-10-29
Venture Visionary Partners LLC
INCREASED8,3528,008+344+4%$1.8M$1.7M-$81.6K2026-10-07
Waldron Private Wealth LLC
DECREASED8,2748,317-43-1%$1.9M$1.7M-$166.5K2026-11-02
Welch Group, LLC
DECREASED8,2318,233-20%$1.8M$1.7M-$156.5K2026-10-29
Aspen Investment Management Inc
DECREASED8,2128,415-203-2%$1.9K$1.7K-$2012026-11-05
O'Brien Greene & Co. Inc
UNCHANGED8,2008,20000%$1.8M$1.7M-$155.5K2026-11-05
Lazard Freres Gestion S.A.S.
INCREASED8,1967,596+600+8%$1.7M$1.7K-$1.7M2026-11-03
DB Fitzpatrick & Co, Inc
DECREASED8,1958,198-30%$1.8M$1.7M-$156.0K2026-10-19
Family Legacy Financial Solutions, LLC
INCREASED8,1887,950+238+3%$1.8M$1.7M-$102.2K2026-10-07
Nicholson Wealth Management Group, LLC
DECREASED8,1368,279-143-2%$1.8M$1.7M-$186.1K2026-11-09
Hudson Canyon Capital Management
DECREASED8,1358,622-487-6%$1.9M$1.7M-$262.8K2026-11-04
Powers Advisory Group, LLC
INCREASED8,1098,060+49+1%$1.8M$1.7M-$142.8K2026-10-14
Private Trust Co NA
DECREASED8,0928,093-10%$1.8M$1.7M-$153.8K2026-10-20
Redmond Asset Management, LLC
DECREASED8,0778,108-310%$1.8M$1.6M-$160.0K2026-10-27
Sage Capital Advisors,llc
NEW8,070—+8,070——$1.6M—2026-10-13
Procyon Advisors, LLC
DECREASED8,0189,508-1,490-16%$2.1M$1.6M-$484.1K2026-10-21
Meridian Wealth Management, LLC
INCREASED7,9917,723+268+3%$1.7M$1.6M-$91.7K2026-11-05
Elevation Point Wealth Partners, LLC
DECREASED7,97012,487-4,517-36%$2.8M$1.6M-$1.2M2026-11-05
Fiduciary Alliance LLC
INCREASED7,9307,313+617+8%$1.6M$1.6M-$12.9K2026-10-13
Clear Creek Financial Management, LLC
INCREASED7,8916,665+1,226+18%$1.5M$1.6M+$123.7K2026-10-28
Ceredex Value Advisors LLC
DECREASED7,877125,045-117,168-94%$27.9M$1.6M-$26.3M2026-11-09
Wesbanco Bank Inc
DECREASED7,8728,729-857-10%$1.9M$1.6M-$340.3K2026-11-04
Tempus Wealth Planning, LLC
INCREASED7,8667,691+175+2%$1.7M$1.6M-$110.3K2026-10-14
Armstrong Advisory Group, Inc
UNCHANGED7,8547,85400%$1.8M$1.6M-$148.9K2026-10-09
Fifth Third Wealth Advisors LLC
INCREASED7,8467,614+232+3%$1.7M$1.6M-$97.1K2026-10-22
Central Bank & Trust Co
INCREASED7,7757,471+304+4%$1.7M$1.6M-$79.7K2026-10-09
AlphaStar Capital Management, LLC
INCREASED7,7107,515+195+3%$1.7M$1.6M-$102.7K2026-10-16
Comprehensive Financial Consultants Institutional, Inc.
DECREASED7,6417,796-155-2%$1.7M$1.6M-$179.4K2026-10-15
Adirondack Trust Co
DECREASED7,6069,170-1,564-17%$2.0M$1.6M-$492.8K2026-10-14
Joel Isaacson & Co., LLC
INCREASED7,4207,418+2+0%$1.7M$1.5M-$140.4K2026-11-05
Western Wealth Management, LLC
DECREASED7,4007,855-455-6%$1.8M$1.5M-$241.6K2026-11-09
Luts & Greenleigh Group, Inc.
UNCHANGED7,3597,35900%$1.6M$1.5M-$139.5K2026-11-05
Aviance Capital Partners, LLC
INCREASED7,3527,325+27+0%$1.6M$1.5M-$133.4K2026-10-29
Richards, Merrill & Peterson, Inc.
INCREASED7,2447,193+51+1%$1.6M$1.5M-$126.1K2026-10-19
HMS Capital Management, LLC
INCREASED7,2407,174+66+1%$1.6M$1.5M-$122.8K2026-10-20
Unique Wealth, LLC
INCREASED7,2297,227+2+0%$1.6M$1.5M-$136.6K2026-10-16
Paragon Private Wealth Management, LLC
DECREASED7,2229,798-2,576-26%$2.2M$1.5M-$710.9K2026-10-20
Mcrae Capital Management Inc
UNCHANGED7,2067,20600%$1.6M$1.5M-$136.6K2026-10-15
Portside Wealth Group, LLC
INCREASED7,1976,756+441+7%$1.5M$1.5M-$38.2K2026-10-20
Essex LLC
DECREASED7,1947,294-100-1%$1.6M$1.5M-$158.6K2026-10-14
Sagespring Wealth Partners, LLC
DECREASED7,1607,339-179-2%$1.6M$1.5M-$175.7K2026-10-22
Kampmann Melissa S.
INCREASED7,1456,945+200+3%$1.5M$1.5M-$90.9K2026-10-28
Segment Wealth Management, LLC
DECREASED7,1177,728-611-8%$1.7M$1.5M-$271.1K2026-10-26
United Capital Management of KS, Inc.
INCREASED7,0876,969+118+2%$1.6M$1.4M-$108.3K2026-11-04
PKO Investment Management Joint-Stock Co
INCREASED7,0006,412+588+9%$1.4M$1.4M-$1.7K2026-10-19
Hohimer Wealth Management, LLC
INCREASED6,9966,672+324+5%$1.5M$1.4M-$60.3K2026-11-04
MFG Wealth Management, Inc.
INCREASED6,9865,797+1,189+21%$1.3M$1.4M+$132.6K2026-10-09
Mengis Capital Management, Inc.
INCREASED6,9496,548+401+6%$1.5M$1.4M-$42.6K2026-10-13
Value Partners Investments Inc.
INCREASED6,9285,109+1,819+36%$1.1M$1.4M+$276.8K2026-10-19
InTrack Investment Management Inc
DECREASED6,9109,280-2,370-26%$2.1M$1.4M-$659.2K2026-10-15
West Family Investments, Inc.
DECREASED6,8696,903-340%$1.5M$1.4M-$137.8K2026-11-09
SteelPeak Wealth, LLC
DECREASED6,8686,970-102-1%$1.6M$1.4M-$153.1K2026-10-16
Forvis Mazars Wealth Advisors, LLC
INCREASED6,8606,850+10+0%$1.5M$1.4M-$127.8K2026-10-13
Lynch Asset Management, Inc.
UNCHANGED6,8506,85000%$1.5M$1.4M-$129.9K2026-10-28
Little House Capital LLC
DECREASED6,8268,590-1,764-21%$1.9M$1.4M-$522.5K2026-11-06
Sage Investment Advisers LLC
DECREASED6,7916,839-48-1%$1.5M$1.4M-$139.6K2026-10-21
Fort Washington Investment Advisors Inc
UNCHANGED6,7456,74500%$1.5M$1.4M-$127.9K2026-10-15
Old National Bancorp
DECREASED6,7416,762-210%$1.5M$1.4M-$132.5K2026-10-20
Assetmark, Inc
DECREASED6,7076,735-280%$1.5M$1.4M-$133.5K2026-10-21
Peregrine Asset Advisers, Inc.
INCREASED6,6764,678+1,998+43%$1.0M$1.4M+$318.7K2026-11-09
BankPlus Trust Department
INCREASED6,6556,056+599+10%$1.3M$1.4M+$7.3K2026-11-06
J. Team Financial, Inc.
DECREASED6,6016,618-170%$1.5M$1.3M-$128.9K2026-11-03
Lanark Financial, Inc.
DECREASED6,5727,079-507-7%$1.6M$1.3M-$237.7K2026-10-26
Mesirow Financial Investment Management, Inc.
INCREASED6,5505,877+673+11%$1.3M$1.3M+$25.9K2026-11-05
Trillium Asset Management, LLC
DECREASED6,5046,566-62-1%$1.5M$1.3M-$137.1K2026-11-09
Laurel OAK Wealth Management, LLC
INCREASED6,5046,447+57+1%$1.4M$1.3M-$110.6K2026-10-19
Kingswood Wealth Advisors, LLC
DECREASED6,5006,592-92-1%$1.5M$1.3M-$143.7K2026-10-23
Tema Etfs LLC
INCREASED6,4876,371+116+2%$1.4M$1.3M-$97.1K2026-10-16
New England Research & Management, Inc.
DECREASED6,4826,582-100-2%$1.5M$1.3M-$145.2K2026-10-16
Bank of New Hampshire
DECREASED6,4536,573-120-2%$1.5M$1.3M-$149.1K2026-10-06
ANB Bank
DECREASED6,4336,449-160%$1.4M$1.3M-$125.5K2026-10-09
Nwam LLC
DECREASED6,4249,015-2,591-29%$2.0M$1.3M-$699.2K2026-11-09
Sowell Financial Services LLC
DECREASED6,4196,846-427-6%$1.5M$1.3M-$216.9K2026-10-23
Community Bank & Trust, Waco, Texas
INCREASED6,4164,394+2,022+46%$979.0K$1.3K-$977.7K2026-10-19
Mine & Arao Wealth Creation & Management, Llc.
INCREASED6,3445,723+621+11%$1.3M$1.3M+$18.1K2026-10-29
Wedmont Private Capital
INCREASED6,3116,143+168+3%$1.4M$1.3M-$107.3K2026-10-09
Equitable Trust Co
DECREASED6,3016,396-95-1%$1.4M$1.3M-$140.6K2026-10-13
Frank, Rimerman Advisors LLC
DECREASED6,2956,338-43-1%$1.4M$1.3M-$128.9K2026-10-16
Mcdaniel Terry & Co
UNCHANGED6,2756,27500%$1.4M$1.3M-$119.0K2026-11-05
Directional Asset Management
INCREASED6,2496,229+20+0%$1.4M$1.3M-$113.9K2026-10-22
Corundum Group, Inc.
INCREASED6,2456,016+229+4%$1.3M$1.3M-$67.4K2026-10-28
MQS Management LLC
INCREASED6,2432,405+3,838+160%$536.0K$1.3M+$737.0K2026-11-06
Thoroughbred Financial Services, LLC
DECREASED6,2206,244-240%$1.4M$1.3K-$1.4M2026-11-09
American National Bank & Trust
DECREASED6,2196,428-209-3%$1.4M$1.3M-$164.5K2026-10-07
Shelter Rock Management, LLC
DECREASED6,2176,590-373-6%$1.5M$1.3M-$217.1K2026-10-09
Retirement Guys Formula LLC
INCREASED6,2116,177+34+1%$1.4M$1.3M-$110.1K2026-10-26
Stillwater Wealth Management Group
DECREASED6,13716,192-10,055-62%$3.6M$1.3M-$2.4M2026-10-21
Wedgewood Investors Inc
UNCHANGED6,0816,08100%$1.4M$1.2M-$115.3K2026-10-28
Sierra Summit Advisors LLC
INCREASED6,0495,618+431+8%$1.3M$1.2M-$18.6K2026-10-28
Cassia Capital Partners, LLC
INCREASED6,0495,927+122+2%$1.3M$1.2M-$87.4K2026-11-04
Arwa LLC
INCREASED6,0135,557+456+8%$1.3M$1.3M-$72.5K2026-10-21
Blue Trust, Inc.
DECREASED6,0096,273-264-4%$1.4M$1.2M-$172.8K2026-10-15
Stiles Financial Services Inc
DECREASED5,9896,023-34-1%$1.3M$1.2M-$121.0K2026-10-30
Birch Hill Investment Advisors LLC
UNCHANGED5,9695,96900%$1.3M$1.2M-$113.2K2026-10-16
Avidian Wealth Enterprises, LLC
DECREASED5,9196,279-360-6%$1.4M$1.2M-$192.6K2026-10-08
Commonwealth Retirement Investments LLC
UNCHANGED5,8915,89100%$1.3M$1.2M-$111.7K2026-10-26
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
DECREASED5,8335,837-40%$1.3M$1.2M-$111.5K2026-10-21
Simplicity Wealth,LLC
INCREASED5,7625,711+51+1%$1.3M$1.2M-$97.8K2026-10-23
SouthState Bank Corp
INCREASED5,7285,699+29+1%$1.3M$1.2M-$102.1K2026-11-09
RFG Advisory, LLC
DECREASED5,7185,955-237-4%$1.3M$1.2M-$161.3K2026-11-03
Nations Financial Group Inc,
INCREASED5,7005,669+31+1%$1.3M$1.2M-$101.2K2026-11-05
MTM Investment Management, LLC
UNCHANGED5,6935,69300%$1.3M$1.2M-$107.9K2026-10-30
Phoenix Financial Ltd.
INCREASED5,6844,739+945+20%$1.1M$1.2M+$103.9K2026-11-09
Silver OAK Securities, Incorporated
DECREASED5,6765,815-139-2%$1.3M$1.3M+$44.9K2026-11-09
Ables, Iannone, Moore & Associates, Inc.
DECREASED5,6465,655-90%$1.3M$1.2M-$109.1K2026-10-06
Robbins Farley
INCREASED5,6065,218+388+7%$1.2M$1.1M-$19.8K2026-10-21
Leonteq Securities AG
INCREASED5,6025,303+299+6%$1.2M$1.1M-$39.6K2026-10-29
Murphy, Middleton, Hinkle & Parker, Inc.
INCREASED5,5605,538+22+0%$1.2M$1.1M-$100.4K2026-10-15
Sculati Wealth Management, LLC
DECREASED5,5295,770-241-4%$1.4M$1.2M-$213.4K2026-10-19
Focus Financial Network, Inc.
DECREASED5,5175,690-173-3%$1.3M$1.1M-$143.2K2026-10-14
Azzad Asset Management Inc
DECREASED5,5105,715-205-4%$1.3M$1.1M-$150.1K2026-11-04
Iams Wealth Management, LLC
DECREASED5,4955,943-448-8%$1.3M$1.1M-$203.9K2026-10-15
Cullen T Bankers, Inc.
DECREASED5,4916,047-556-9%$1.3M$1.1M-$228.0K2026-10-28
Roof Eidam Maycock Peralta, LLC
UNCHANGED5,4805,48000%$1.2M$1.1M-$103.9K2026-10-15
Donaldson Capital Management, LLC
DECREASED5,4705,819-349-6%$1.3M$1.1M-$181.5K2026-11-09
Detalus Advisors, LLC
INCREASED5,4405,381+59+1%$1.2M$1.1M-$90.1K2026-10-15
Vision Financial Markets LLC
DECREASED5,4345,504-70-1%$1.2M$1.1M-$127.6K2026-10-22
Valmark Advisers, Inc.
DECREASED5,3535,445-92-2%$1.2M$1.1M-$122.0K2026-11-06
Essential Investment Partners LLC
DECREASED5,3295,457-128-2%$1.2M$1.1M-$129.5K2026-10-27
Retirement Planning Group, LLC
DECREASED5,3285,394-66-1%$1.2M$1.1M-$115.7K2026-10-19
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED5,3225,833-511-9%$1.3M$1.1M-$214.8K2026-10-27
Quadcap Wealth Management, LLC
DECREASED5,3075,865-558-10%$1.3M$1.1M-$224.9K2026-11-02
WBH Advisory Inc
DECREASED5,3026,301-999-16%$1.4M$1.1M-$323.2K2026-11-05
Pekin Hardy Strauss, Inc.
UNCHANGED5,2925,29200%$1.2M$1.1M-$100.3K2026-11-02
T3 Companies, LLC
NEW5,290—+5,290——$1.1M—2026-10-22
Magnus Financial Group LLC
INCREASED5,2675,221+46+1%$1.2M$1.1M-$89.6K2026-10-21
Boyar Asset Management Inc.
DECREASED5,2285,308-80-2%$1.2M$1.1M-$117.0K2026-11-09
Fire Capital Management LLC
INCREASED5,2154,662+553+12%$1.0M$1.1M+$24.4K2026-10-27
High Net Worth Advisory Group LLC
INCREASED5,2135,208+5+0%$1.2M$1.1M-$97.7K2026-10-26
Welch & Forbes LLC
INCREASED5,2074,979+228+5%$1.1M$1.1M-$47.9K2026-11-04
EverSource Wealth Advisors, LLC
INCREASED5,2014,741+460+10%$1.1M$1.1M+$3.9K2026-11-04
Helios Capital Management Pte. LTD
UNCHANGED5,2005,20000%$1.2M$1.1M-$98.6K2026-10-14
Fragasso Financial Advisors Inc
INCREASED5,1764,066+1,110+27%$906.3K$1.1M+$174.7K2026-10-13
HBW Advisory Services LLC
DECREASED5,1725,341-169-3%$1.2M$1.1M-$135.8K2026-10-15
Piscataqua Savings Bank
DECREASED5,1705,329-159-3%$1.2M$1.1M-$133.5K2026-10-21
Heritage Wealth Management, Inc.
UNCHANGED5,1625,16200%$1.2M$1.1M-$97.9K2026-10-28
Apella Capital, LLC
INCREASED5,1594,800+359+7%$1.1M$1.1M-$60.7K2026-10-08
Trust Co of the South
DECREASED5,1355,327-192-4%$1.2M$1.0M-$140.2K2026-10-21
Mainsail Financial Group, LLC
INCREASED5,1155,045+70+1%$1.1M$1.0M-$81.4K2026-10-23
Foguth Wealth Management, Llc.
INCREASED5,0974,883+214+4%$1.2M$1.2M-$11.1K2026-10-19
Lighthouse Financial Services Inc
DECREASED5,0615,231-170-3%$1.2M$1.0M-$140.1K2026-11-02
Strategic Blueprint, LLC
DECREASED5,0395,304-265-5%$1.2M$1.0M-$154.7K2026-10-22
Milestone Asset Management, LLC
DECREASED5,0215,105-84-2%$1.1M$1.0M-$113.9K2026-10-15
Monument Capital Management
INCREASED5,0134,987+26+1%$1.1M$1.0M-$89.3K2026-10-09
Oakmont Investment Advisors, Inc.
INCREASED5,0135,004+9+0%$1.1M$1.0M-$92.8K2026-10-21
Hartford Financial Management Inc.
DECREASED4,9925,101-109-2%$1.1M$1.0M-$118.9K2026-10-21
Guardian Capital, LLC
DECREASED4,9795,955-976-16%$1.3M$1.0M-$311.8K2026-11-06
BayBridge Capital Group, LLC
DECREASED4,9694,973-40%$1.1M$1.0M-$95.1K2026-10-13
Ascentis Independent Advisors
INCREASED4,967157+4,810+3064%$35.0K$1.0M+$977.9K2026-11-03
Burke & Herbert Bank & Trust Co
DECREASED4,9465,392-446-8%$1.2M$1.0M-$193.2K2026-11-02
Angeles Wealth Management, LLC
DECREASED4,9265,043-117-2%$1.1M$1.0M-$119.5K2026-10-26
Koa Wealth Management, LLC
DECREASED4,8805,013-133-3%$1.1M$995.1K-$122.2K2026-10-14
IVC Wealth Advisors LLC
DECREASED4,8725,135-263-5%$1.1M$993.4K-$151.1K2026-10-23
Waterway Wealth Management, LLC
INCREASED4,8024,686+116+2%$1.0M$979.3K-$65.1K2026-10-28
Adkins Seale Capital Management LLC
UNCHANGED4,7934,79300%$1.1M$977.4K-$90.9K2026-10-27
Addison Capital Co
DECREASED4,7816,748-1,967-29%$1.5M$974.9K-$529.0K2026-11-09
Verdence Capital Advisors LLC
INCREASED4,7644,228+536+13%$942.3K$971.5K+$29.3K2026-10-26
CoreCap Advisors, LLC
DECREASED4,7594,791-32-1%$1.1M$970.5K-$97.4K2026-10-08
Aafmaa Wealth Management & Trust LLC
DECREASED4,7474,756-90%$1.1M$968.0K-$92.0K2026-10-14
Anchyra Partners LLC
DECREASED4,6814,717-36-1%$1.1M$954.6K-$96.8K2026-10-13
Veracity Capital LLC
INCREASED4,6744,625+49+1%$1.0M$953.2K-$77.7K2026-10-08
Advisor OS, LLC
DECREASED4,6416,480-1,839-28%$1.4M$946.5K-$497.9K2026-11-03
Brady Family Wealth, LLC
DECREASED4,6194,932-313-6%$1.1M$941.9K-$157.3K2026-11-02
Larson Financial Group LLC
INCREASED4,6164,552+64+1%$1.0M$941.2K-$73.2K2026-11-05
Sawyer & Company, Inc
INCREASED4,5953,533+1,062+30%$787.4K$937.0K+$149.6K2026-10-21
Westover Capital Advisors, LLC
INCREASED4,5834,455+128+3%$992.9K$934.6K-$58.4K2026-10-26
First Security Investment Management, Inc.
DECREASED4,5757,661-3,086-40%$1.7M$932.9K-$774.6K2026-11-05
Comprehensive Financial Planning, Inc.
DECREASED4,5724,657-85-2%$1.0M$932.4K-$105.5K2026-10-27
Destiny Wealth Partners, LLC
INCREASED4,5521,056+3,496+331%$239.2K$1.1M+$842.8K2026-11-05
WD Rutherford LLC
DECREASED4,5525,818-1,266-22%$1.3M$928.2K-$368.5K2026-10-26
NBH Bank
INCREASED4,5214,467+54+1%$995.6K$921.9K-$73.7K2026-11-05
LBP AM SA
DECREASED4,42242,812-38,390-90%$9.5M$901.7K-$8.6M2026-11-06
Modera Wealth Management, LLC
INCREASED4,4184,374+44+1%$974.9K$900.9K-$74.0K2026-10-28
Kennedy Investment Group, Inc.
INCREASED4,3924,294+98+2%$957.1K$895.7K-$61.5K2026-10-21
Avestar Capital, LLC
DECREASED4,3434,384-41-1%$977.1K$885.6K-$91.5K2026-10-28
Allen Investment Management, LLC
UNCHANGED4,3164,31600%$961.9K$880.1K-$81.8K2026-11-03
Cypress Asset Management Inc
UNCHANGED4,2884,28800%$955.7K$874.4K-$81.3K2026-10-09
Global Assets Advisory, LLC
INCREASED4,2794,228+51+1%$951.5K$880.9K-$70.6K2026-10-28
HBK Sorce Advisory LLC
DECREASED4,2775,304-1,027-19%$1.2M$1.0M-$157.9K2026-11-06
Franklin Street Advisors Inc
UNCHANGED4,2724,27200%$952.1K$871.1K-$81.0K2026-10-13
Annis Gardner Whiting Capital Advisors, LLC
DECREASED4,2654,442-177-4%$990.0K$869.7K-$120.3K2026-11-09
Stackstone Wealth, LLC
NEW4,230—+4,230——$862.6K—2026-10-19
Texas Capital Bank Wealth Management Services Inc
INCREASED4,2243,970+254+6%$884.8K$861.4K-$23.5K2026-11-09
Wolff Wiese Magana LLC
INCREASED4,2044,131+73+2%$920.7K$857.3K-$63.4K2026-10-15
HF Advisory Group, LLC
DECREASED4,1904,246-56-1%$946.5K$854.5K-$92.0K2026-10-09
Marco Investment Management LLC
NEW4,148—+4,148——$845.9K—2026-11-09
Rational Advisors, Inc.
INCREASED4,146145+4,001+2759%$32.3K$845.5K+$813.1K2026-11-02
Finivi Inc.
INCREASED4,1323,965+167+4%$883.7K$842.6K-$41.1K2026-10-13
Sanders Morris Harris LLC
INCREASED4,1212,271+1,850+81%$506.2K$852.3K+$346.2K2026-10-14
R Squared Ltd
NEW4,090—+4,090——$834.0K—2026-11-06
Sunpointe, LLC
DECREASED4,0834,947-864-17%$1.1M$832.6K-$270.0K2026-10-22
Constitution Capital LLC
DECREASED4,0605,860-1,800-31%$1.3M$827.9K-$478.2K2026-10-23
Michael Brady & Co., LLC
DECREASED4,0484,148-100-2%$924.5K$825.5K-$99.0K2026-10-23
Ticino Wealth
INCREASED4,0132,651+1,362+51%$590.9K$818.3K+$227.5K2026-10-13
Wolverine Asset Management LLC
INCREASED4,0002,000+2,000+100%$445.8K$815.7K+$369.9K2026-11-02
Caldwell Sutter Capital, Inc.
INCREASED3,9913,979+12+0%$886.8K$813.8K-$73.1K2026-11-09
Flagship Harbor Advisors, LLC
INCREASED3,9743,781+193+5%$842.6K$810.5K-$32.1K2026-10-26
GW Henssler & Associates LTD
DECREASED3,9734,726-753-16%$1.1M$810.1K-$243.3K2026-10-26
Hardin Capital Partners, LLC
UNCHANGED3,9733,97300%$885.0K$810.2K-$74.8K2026-10-09
Chapman Financial Group, LLC
UNCHANGED3,9633,96300%$883.3K$808.1K-$75.1K2026-10-26
Central Pacific Bank - Trust Division
UNCHANGED3,9573,95700%$881.9K$806.9K-$75.0K2026-10-06
Seamount Financial Group Inc
UNCHANGED3,9553,95500%$881.6K$806.6K-$75.0K2026-10-21
Everett Harris & Co
INCREASED3,9513,847+104+3%$857.4K$805.7K-$51.7K2026-10-28
Blodgett Wealth Advisors, LLC
UNCHANGED3,9513,95100%$880.6K$805.7K-$74.9K2026-10-23
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED3,9493,94900%$880.2K$880.2K$02026-10-15
Regatta Capital Group, LLC
INCREASED3,9083,789+119+3%$844.5K$796.9K-$47.6K2026-10-23
Integrated Advisors Network LLC
INCREASED3,8913,858+33+1%$859.9K$793.6K-$66.3K2026-10-20
Jacksonville Wealth Management, LLC
INCREASED3,8693,867+2+0%$861.8K$788.9K-$72.9K2026-10-30
Provenance Wealth Advisors, LLC
INCREASED3,8403+3,837+127900%$669$783.1K+$782.4K2026-10-30
Cornerstone Wealth Management, LLC
DECREASED3,8264,665-839-18%$1.0M$780.2K-$259.5K2026-11-04
Evergreen Capital Management LLC
INCREASED3,7923,534+258+7%$787.7K$773.3K-$14.4K2026-10-23
Mcdonald Partners LLC
DECREASED3,7913,915-124-3%$872.5K$773.1K-$99.4K2026-11-03
Arthur M. Cohen & Associates, LLC
UNCHANGED3,7853,78500%$843.6K$771.8K-$71.8K2026-10-26
Lantz Financial LLC
DECREASED3,7833,813-30-1%$849.7K$771.3K-$78.4K2026-10-15
Capital Investment Advisory Services, LLC
DECREASED3,7803,827-47-1%$852.9K$774.5K-$78.4K2026-10-30
Wulff, Hansen & Co.
DECREASED3,7633,848-85-2%$857.6K$767.4K-$90.3K2026-11-09
Advisors Preferred, LLC
DECREASED3,7303,988-258-6%$918.8K$762.6K-$156.2K2026-11-09
Crestwood Advisors Group, LLC
DECREASED3,7114,613-902-20%$1.0M$756.8K-$271.4K2026-10-27
Daymark Wealth Partners, LLC
INCREASED3,7113,695+16+0%$823.4K$756.8K-$66.6K2026-11-04
NLB Skladi, upravljanje premozenja, d.o.o.
UNCHANGED3,7003,70000%$824.7K$754.5K-$70.2K2026-10-22
V-Square Quantitative Management LLC
INCREASED3,6923,347+345+10%$746.0K$752.9K+$6.9K2026-10-15
Solidarity Wealth, LLC
DECREASED3,6758,675-5,000-58%$1.9M$749.4K-$1.2M2026-10-15
Gibbs Wealth Management
INCREASED3,6502,882+768+27%$642.4K$744.4K+$102.0K2026-10-22
Spirit of America Management Corp
INCREASED3,6503,500+150+4%$780.1K$744.3K-$35.8K2026-10-14
Birchbrook, Inc.
DECREASED3,6503,695-45-1%$823.6K$744.3K-$79.3K2026-10-14
King Wealth Management Group
INCREASED3,5973,588+9+0%$800.0K$734-$799.3K2026-11-09
Moneco Advisors, LLC
INCREASED3,5743,492+82+2%$778.3K$728.9K-$49.4K2026-11-05
Journey Retirement Planning & Investment Management LLC
INCREASED3,5353,208+327+10%$714.9K$721.0K+$6.1K2026-10-09
Cigna Investments Inc
UNCHANGED3,5163,51600%$784.0K$717-$783.3K2026-10-19
MCF Advisors LLC
DECREASED3,5123,677-165-4%$819.5K$716.1K-$103.4K2026-10-28
Nfsg Corp
DECREASED3,5005,364-1,864-35%$1.2M$713.8K-$481.6K2026-10-15
Morton Capital Management LLC
UNCHANGED3,4933,49300%$778.5K$712.3K-$66.2K2026-10-23
Connecticut Wealth Management, LLC
INCREASED3,4852,790+695+25%$621.9K$710.7K+$88.8K2026-10-13
Aegon Asset Management UK PLC
DECREASED3,4794,432-953-21%$987.8K$709.4K-$278.4K2026-11-04
Integrity Advisory Solutions, LLC
INCREASED3,4762,607+869+33%$581.2K$708.9K+$127.6K2026-10-29
Bond & Devick Financial Network, Inc.
UNCHANGED3,4653,46500%$772.3K$706.6K-$65.7K2026-10-23
Gilpin Wealth Management, LLC
DECREASED3,4623,570-108-3%$795.7K$706.0K-$89.7K2026-10-09
Rossby Financial, LCC
INCREASED3,4511,080+2,371+220%$240.7K$703.7K+$463.0K2026-11-05
Lynch & Associates
INCREASED3,4153,370+45+1%$751.1K$696.4K-$54.7K2026-10-13
Avantax Planning Partners, Inc.
INCREASED3,4123,369+43+1%$751.0K$695.7K-$55.2K2026-11-03
Auxano Advisors, LLC
DECREASED3,4114,070-659-16%$907.1K$695.6K-$211.6K2026-11-06
Ipsen Advisor Group LLC
DECREASED3,4093,412-30%$760.6K$695.2K-$65.4K2026-10-29
Convergence Financial, LLC
NEW3,404—+3,404——$694.1K—2026-10-27
Zions Bancorporation, National Association
INCREASED3,3983,261+137+4%$726.8K$692.9K-$33.9K2026-11-06
RFG - Bristol Wealth Advisors, LLC
DECREASED3,3823,451-69-2%$769.1K$689.6K-$79.4K2026-10-09
Cyndeo Wealth Partners, LLC
INCREASED3,3812,696+685+25%$600.8K$689.5K+$88.7K2026-10-16
Vista Investment Partners LLC
NEW3,378—+3,378——$688.8K—2026-10-08
Smithfield Trust Co
INCREASED3,3583,184+174+5%$711.0K$682-$710.3K2026-11-09
Baker Avenue Asset Management, LP
DECREASED3,3503,952-602-15%$880.8K$683.0K-$197.7K2026-11-06
Drive Wealth Management, LLC
DECREASED3,3343,768-434-12%$839.9K$680.0K-$159.9K2026-11-09
Asset Planning,Inc
DECREASED3,3333,419-86-3%$762.1K$679.6K-$82.5K2026-10-26
Goelzer Investment Management, Inc.
UNCHANGED3,3213,32100%$740.2K$677.2K-$63.0K2026-10-16
Bill Few Associates, Inc.
DECREASED3,3033,386-83-2%$754.7K$673.5K-$81.1K2026-10-09
Catalyst Capital Advisors LLC
DECREASED3,2853,753-468-12%$836.5K$669.9K-$166.6K2026-11-02
Kintegral Advisory, LLC
INCREASED3,2843,266+18+1%$727.9K$669.7K-$58.3K2026-10-16
Algebris (UK) LTD
DECREASED3,2793,630-351-10%$806.5K$668.7K-$137.8K2026-11-06
Leo Wealth, LLC
NEW3,277—+3,277——$668.2K—2026-10-26
Glenview Trust Co
DECREASED3,2563,278-22-1%$730.6K$664.0K-$66.6K2026-10-28
Mechanics Financial Corp
DECREASED3,2333,318-85-3%$739.5K$659.3K-$80.2K2026-11-05
Beaumont Financial Advisors, LLC
DECREASED3,1843,205-21-1%$714.3K$649.3K-$65.0K2026-10-22
CX Institutional
DECREASED3,1573,521-364-10%$785$644-$1412026-10-02
CWA Asset Management Group, LLC
DECREASED3,1453,558-413-12%$793.1K$641.3K-$151.8K2026-10-19
Lewis Asset Management, LLC
INCREASED3,1243,123+1+0%$696.2K$637.1K-$59.1K2026-10-14
Lester Murray Antman dba SimplyRich
DECREASED3,1173,121-40%$695.0K$635.6K-$59.4K2026-11-06
Murphy & Mullick Capital Management Corp
UNCHANGED3,1133,11300%$693.8K$634.8K-$59.0K2026-11-02
Profund Advisors LLC
DECREASED3,0913,580-489-14%$797.9K$630.3K-$167.6K2026-10-29
Pine Valley Investments Ltd Liability Co
DECREASED3,0913,386-295-9%$754.7K$630.4K-$124.3K2026-11-09
Trust Co
INCREASED3,0863,051+35+1%$680.0K$629.3K-$50.7K2026-10-09
Douglas Lane & Associates, LLC
INCREASED3,0853,082+3+0%$687.0K$629.2K-$57.8K2026-10-09
Axxion S.A.
INCREASED3,0832,762+321+12%$615.6K$628.7K+$13.1K2026-10-22
Shoker Investment Counsel, Inc.
INCREASED3,0793,076+3+0%$685.6K$627.9K-$57.7K2026-11-04
Badgley Phelps Wealth Managers, LLC
DECREASED3,0693,082-130%$687.0K$625.8K-$61.2K2026-10-22
Shepherd Financial Partners LLC
DECREASED3,0673,071-40%$684.5K$625.5K-$59.0K2026-11-03
Spire Wealth Management
DECREASED3,0443,595-551-15%$801.3K$620.7K-$180.5K2026-10-30
Oakworth Capital, Inc.
UNCHANGED3,0193,01900%$675.2K$615.6K-$59.5K2026-10-26
Falcon Wealth Planning
DECREASED3,0173,167-150-5%$705.9K$615.3K-$90.6K2026-11-06
Core Wealth Partners LLC
UNCHANGED3,0103,01000%$670.9K$613.8K-$57.1K2026-11-02
Montecito Bank & Trust
DECREASED3,0023,011-90%$671.1K$612.2K-$58.9K2026-10-01
Carlson Financial, Inc.
DECREASED2,9933,004-110%$670.4K$610.3K-$60.1K2026-11-05
Roman Butler Fullerton & Co
INCREASED2,9792,973+6+0%$703.8K$674.5K-$29.2K2026-10-27
Meyer Handelman Co
UNCHANGED2,9732,97300%$662.7K$606.3K-$56.5K2026-10-28
Baker Tilly Wealth Management, LLC
DECREASED2,9523,006-54-2%$670.0K$602.1K-$68.0K2026-10-05
XML Financial, LLC
DECREASED2,9443,801-857-23%$847.2K$600.3K-$246.9K2026-10-29
Schear Investment Advisers, LLC
INCREASED2,9391,013+1,926+190%$225.8K$599.3K+$373.5K2026-10-14
Tempo Wealth, LLC
INCREASED2,9392,927+12+0%$652.5K$599.3K-$53.2K2026-10-14
Richwood Investment Advisors, LLC
DECREASED2,9353,135-200-6%$698.7K$598.5K-$100.2K2026-10-30
Bdfs Capital LLC
DECREASED2,9242,963-39-1%$660.4K$596.3K-$64.0K2026-10-14
Cornerstone Advisory, LLC
DECREASED2,9162,926-100%$652.1K$594.6K-$57.5K2026-11-06
CMG Global Holdings, LLC
UNCHANGED2,9092,90900%$648.4K$593.2K-$55.2K2026-10-14
Forza Wealth Management, LLC
UNCHANGED2,9022,90200%$646.8K$591.8K-$55.0K2026-10-20
Claro Advisors Inc.
INCREASED2,8952,733+162+6%$609.1K$590.3K-$18.8K2026-11-02
Compass Financial Management LLC
DECREASED2,8942,897-30%$650.8K$590.2K-$60.6K2026-10-30
Maia Wealth LLC
INCREASED2,8892,263+626+28%$504.3K$589.2K+$84.9K2026-10-19
Alliance Wealth Advisors, LLC
INCREASED2,8542,825+29+1%$629.6K$582.0K-$47.6K2026-10-14
SBI Securities Co., Ltd.
INCREASED2,8512,699+152+6%$601.6K$581.4K-$20.2K2026-10-22
GS Investments, Inc.
INCREASED2,8502,650+200+8%$590.6K$581.2K-$9.5K2026-11-05
Values First Advisors, Inc.
INCREASED2,8341,853+981+53%$413.1K$577.8K+$164.7K2026-10-23
S-Bank Fund Management Ltd
INCREASED2,8172,680+137+5%$597.3K$574.4K-$22.9K2026-11-06
Marble Harbor Investment Counsel, LLC
UNCHANGED2,8162,81600%$627.6K$574.2K-$53.4K2026-11-06
McAdam, LLC
DECREASED2,8082,822-140%$628.9K$572.6K-$56.4K2026-10-21
Vision Capital Management, Inc.
UNCHANGED2,8022,80200%$624.5K$571.4K-$53.1K2026-10-20
Pinnacle Wealth Management Advisory Group, LLC
DECREASED2,7772,814-37-1%$627.2K$566.3K-$60.9K2026-10-23
WBI Investments, LLC
INCREASED2,7631,669+1,094+66%$372.0K$563.4K+$191.4K2026-11-05
W.G. Shaheen & Associates DBA Whitney & Co
UNCHANGED2,7262,72600%$607.6K$555.9K-$51.7K2026-11-03
Parkside Financial Bank & Trust
DECREASED2,7252,954-229-8%$658.4K$555.7K-$102.7K2026-10-27
Greatmark Investment Partners, Inc.
UNCHANGED2,7252,72500%$607.3K$555.7K-$51.7K2026-10-28
Turtle Creek Wealth Advisors, LLC
DECREASED2,7203,774-1,054-28%$841.2K$554.7K-$286.6K2026-10-15
Master's Wealth Management Inc.
DECREASED2,7132,750-37-1%$612.8K$553.1K-$59.7K2026-10-22
Alpha Zero LLC
DECREASED2,7003,002-302-10%$727.3K$550.7K-$176.7K2026-11-06
AM Investment Strategies LLC
UNCHANGED2,6692,66900%$595$544-$512026-11-05
Intrua Financial, LLC
DECREASED2,6672,669-20%$594.9K$543.8K-$51.1K2026-10-28
Marshall & Sterling Wealth Advisors Inc.
INCREASED2,6622,567+95+4%$572.1K$542.9K-$29.2K2026-10-28
Silphium Asset Management Ltd
DECREASED2,6543,154-500-16%$703.0K$541.2K-$161.8K2026-10-27
Freestone Capital Holdings, LLC
INCREASED2,6441,980+664+34%$441.5K$539.1K+$97.6K2026-11-09
Ashton Thomas Securities, LLC
DECREASED2,6403,005-365-12%$668.4K$538.3K-$130.1K2026-10-26
River Street Advisors LLC
INCREASED2,6362,394+242+10%$533.6K$537.5K+$4.0K2026-10-22
B. Riley Wealth Advisors, Inc.
INCREASED2,6292,045+584+29%$456.9K$536.0K+$79.2K2026-10-13
Weinberger Asset Management, Inc
INCREASED2,6252,620+5+0%$593.6K$535.3K-$58.3K2026-10-28
Alta Advisers Ltd
INCREASED2,6051,478+1,127+76%$329.4K$531.2K+$201.8K2026-11-02
Howard Capital Management, LLC
INCREASED2,6032,579+24+1%$574.8K$530.8K-$44.0K2026-10-16
Ti-Trust, Inc
UNCHANGED2,6032,60300%$580.2K$530.8K-$49.4K2026-10-21
Merrion Investment Management Co, LLC
UNCHANGED2,6002,60000%$579.5K$530.2K-$49.3K2026-10-16
Grove Bank & Trust
UNCHANGED2,5962,59600%$578.6K$529.4K-$49.2K2026-10-08
Central Valley Advisors, LLC
UNCHANGED2,5932,59300%$577.9K$528.7K-$49.2K2026-10-27
Indivisible Partners
INCREASED2,5801,940+640+33%$432.4K$526.1K+$93.7K2026-10-26
Meridian Financial Advisors, LLC
UNCHANGED2,5712,57100%$573.0K$524.3K-$48.7K2026-10-14
Parthenon LLC
INCREASED2,5682,500+68+3%$557.2K$523.7K-$33.5K2026-10-22
Centurion Wealth Management LLC
INCREASED2,5452,443+102+4%$544.5K$519.0K-$25.5K2026-10-13
Ring Mountain Capital, LLC
UNCHANGED2,5362,53600%$565.2K$517.1K-$48.1K2026-10-13
Cardinal Point Capital Management ULC
DECREASED2,4973,892-1,395-36%$867.5K$509.2K-$358.3K2026-10-21
Harrell Investment Partners, LLC
DECREASED2,4932,509-16-1%$559.2K$508.3K-$50.8K2026-10-15
StoneX Group Inc.
INCREASED2,4921,526+966+63%$340.0K$525.7K+$185.7K2026-11-03
Verus Capital Partners, LLC
DECREASED2,4873,379-892-26%$753.2K$507.2K-$245.9K2026-11-03
Harbor Investment Advisory, LLC
UNCHANGED2,4872,48700%$554.3K$507.1K-$47.2K2026-10-13
Appleton Partners Inc
DECREASED2,4782,528-50-2%$563.0K$505-$562.5K2026-10-30
Trust Point Inc.
INCREASED2,4782,435+43+2%$542.7K$505.3K-$37.4K2026-10-27
Cahaba Wealth Management, Inc.
INCREASED2,4772,473+4+0%$551.3K$505.0K-$46.2K2026-10-26
Signature Equity Partners, LLC
INCREASED2,4632,429+34+1%$541.3K$502.3K-$39.0K2026-10-29
PDS Planning, Inc
DECREASED2,4532,575-122-5%$573.9K$500.2K-$73.7K2026-11-03
Smith Chas P & Associates PA Cpas
DECREASED2,4492,454-50%$546.9K$555.6K+$8.6K2026-10-22
Adell Harriman & Carpenter Inc
DECREASED2,4362,636-200-8%$587.5K$496.7K-$90.8K2026-11-02
Avior Wealth Management, LLC
DECREASED2,4322,950-518-18%$657.5K$495.9K-$161.5K2026-10-13
OpenArc Corporate Advisory, LLC
INCREASED2,4311,727+704+41%$384.9K$495.8K+$110.8K2026-10-21
Blue Fin Capital, Inc.
INCREASED2,4251,839+586+32%$409.9K$494.5K+$84.6K2026-10-28
Legacy Capital Group California, Inc.
DECREASED2,4232,456-33-1%$547.4K$494.1K-$53.3K2026-11-09
Stablepoint Partners, LLC
INCREASED2,4232,422+1+0%$539.8K$494.0K-$45.8K2026-11-03
Lecap Asset Management LTD
NEW2,416—+2,416——$492.7K—2026-10-27
Diversified Enterprises, LLC
INCREASED2,4161,814+602+33%$404.3K$492.7K+$88.4K2026-10-19
Wealth Dimensions Group, Ltd.
INCREASED2,4142,345+69+3%$522.7K$492.3K-$30.4K2026-11-02
Mendel Money Management
INCREASED2,4052,402+3+0%$535.4K$490.4K-$44.9K2026-11-02
Catalyst Financial Partners LLC
DECREASED2,3952,525-130-5%$562.8K$488.4K-$74.4K2026-11-06
Belleair Asset Management, LLC
UNCHANGED2,3912,39100%$532.9K$487.6K-$45.3K2026-11-03
Cache Advisors, LLC
DECREASED2,3854,500-2,115-47%$1.0M$486.3K-$516.6K2026-10-16
M.E. Allison & Co., Inc.
DECREASED2,3672,478-111-4%$552.3K$482.7K-$69.6K2026-10-09
Hudock, Inc.
INCREASED2,3562,355+1+0%$524.9K$480.5K-$44.4K2026-10-14
Supplemental Annuity Collective Trust of NJ
DECREASED2,3522,370-18-1%$528.2K$479.6K-$48.6K2026-11-02
Certuity, LLC
DECREASED2,3512,804-453-16%$624.9K$479.4K-$145.5K2026-11-02
Atwood & Palmer Inc
UNCHANGED2,3502,35000%$523.8K$479.2K-$44.6K2026-10-08
Formidable Asset Management, LLC
INCREASED2,3442,317+27+1%$532.4K$522.4K-$10.0K2026-11-03
Cypress Wealth Services, LLC
INCREASED2,3372,336+1+0%$520.7K$485.8K-$35.0K2026-10-21
Cape ANN Savings Bank
INCREASED2,3352,315+20+1%$516.0K$476.2K-$39.8K2026-11-09
Jeppson Wealth Management, LLC
DECREASED2,3262,372-46-2%$528.7K$474.3K-$54.4K2026-10-20
Buska Wealth Management, LLC
INCREASED2,3112,279+32+1%$507.8K$471.2K-$36.7K2026-10-08
Nilsine Partners, LLC
DECREASED2,3032,468-165-7%$550.1K$469.6K-$80.5K2026-11-02
Tributary Capital Management, LLC
UNCHANGED2,2902,29000%$510.4K$467.0K-$43.4K2026-10-28
Busey Bank
DECREASED2,2893,078-789-26%$686.0K$466.8K-$219.3K2026-10-26
AdvisorNet Financial, Inc
DECREASED2,2882,417-129-5%$538.7K$493.6K-$45.1K2026-10-15
Cypress Capital Group
DECREASED2,2742,304-30-1%$513.5K$463.7K-$49.8K2026-11-03
SL Advisors, LLC
DECREASED2,2682,435-167-7%$542.7K$462.5K-$80.2K2026-10-13
New Hampshire Trust
UNCHANGED2,2662,26600%$505.0K$462.1K-$43.0K2026-10-20
Capital Management Associates, Inc
INCREASED2,2612,251+10+0%$501.7K$461.1K-$40.7K2026-10-20
Capital Advantage, Inc.
NEW2,247—+2,247——$458.2K—2026-10-14
Benchmark Financial Wealth Advisors, LLC
INCREASED2,2462,171+75+3%$483.9K$458.0K-$25.9K2026-10-20
Freedom Day Solutions, LLC
UNCHANGED2,2452,24500%$500.4K$457.8K-$42.5K2026-10-20
Van Cleef Asset Management,Inc
UNCHANGED2,2202,22000%$494.8K$452.7K-$42.1K2026-10-20
Princeton Global Asset Management LLC
DECREASED2,2122,267-55-2%$505.3K$451.1K-$54.2K2026-10-21
KMG Fiduciary Partners, LLC
UNCHANGED2,2112,21100%$492.8K$450.9K-$41.9K2026-10-14
Creative Financial Designs Inc
DECREASED2,2082,226-18-1%$496.1K$450.2K-$45.9K2026-11-04
Successful Portfolios LLC
DECREASED2,1922,197-50%$510.1K$452.6K-$57.6K2026-10-09
Davidson Trust Co
UNCHANGED2,1882,18800%$487.7K$446.2K-$41.5K2026-10-09
Allegheny Financial Group
INCREASED2,1342,133+1+0%$475.6K$435.2K-$40.5K2026-11-05
MFA Wealth Services
INCREASED2,1292,116+13+1%$471.7K$434.1K-$37.6K2026-10-14
KFG Wealth Management, LLC
DECREASED2,1222,633-511-19%$586.9K$432.7K-$154.2K2026-10-16
Advisory Solutions Group, LLC
INCREASED2,1161,890+226+12%$421.2K$431.5K+$10.3K2026-10-14
Primoris Wealth Advisors, LLC
UNCHANGED2,1042,10400%$468.9K$429.0K-$39.9K2026-10-28
Elevate Capital Advisors, LLC
DECREASED2,0992,537-438-17%$565.5K$428.0K-$137.5K2026-11-02
Rossmore Private Capital
INCREASED2,0991,899+200+11%$423.3K$428.0K+$4.8K2026-10-27
Capital Advisors, Ltd. LLC
DECREASED2,0872,095-80%$467$426-$412026-10-27
Old Second National Bank of Aurora
DECREASED2,0862,328-242-10%$518.9K$425.4K-$93.5K2026-10-22
Summit Financial Wealth Advisors, LLC
DECREASED2,0852,173-88-4%$484.3K$425.2K-$59.1K2026-10-15
SAX Wealth Advisors, LLC
INCREASED2,0811,138+943+83%$261.4K$424.3K+$162.9K2026-10-13
Nautilus Advisors LLC
INCREASED2,0792,075+4+0%$484.2K$423.9K-$60.3K2026-10-07
Mindset Wealth Management, LLC
DECREASED2,0772,182-105-5%$486.3K$423.5K-$62.8K2026-10-19
Syntegra Private Wealth Group, LLC
DECREASED2,0702,092-22-1%$466.3K$422.1K-$44.2K2026-10-13
Bison Wealth, LLC
DECREASED2,0692,545-476-19%$582.9K$436.8K-$146.0K2026-10-13
Baring Financial LLC
INCREASED2,0662,056+10+0%$458.2K$421.2K-$37.0K2026-10-07
Wealth Management Partners, LLC
DECREASED2,0552,081-26-1%$463.8K$419.1K-$44.8K2026-10-21
Zullo Investment Group, Inc.
DECREASED2,0532,070-17-1%$461.5K$418.8K-$42.7K2026-10-20
Etesian Wealth Advisors, Inc.
INCREASED2,0452,003+42+2%$446.4K$417.0K-$29.4K2026-10-27
Partners Wealth Management, LLC
NEW2,042—+2,042——$416.5K—2026-10-28
Cassaday & Co Wealth Management LLC
DECREASED2,0372,517-480-19%$561.0K$415.4K-$145.6K2026-10-27
Key Client Fiduciary Advisors, LLC
INCREASED2,0251,721+304+18%$383.7K$413.0K+$29.3K2026-10-19
Tuttle Capital Management, LLC
NEW2,014—+2,014——$410.7K—2026-10-21
Flagship Wealth Advisors, LLC
INCREASED2,0141,945+69+4%$433.5K$410.6K-$22.8K2026-11-03
GC Wealth Management RIA, LLC
DECREASED2,0063,040-1,034-34%$677.6K$409.1K-$268.5K2026-11-02
Johnson Bixby & Associates, LLC
UNCHANGED2,0002,00000%$445.8K$407.8K-$37.9K2026-10-14
Maple Capital Management, Inc.
INCREASED1,9971,912+85+4%$426.1K$407.3K-$18.8K2026-11-02
Lakeshore Financial Planning, Inc.
INCREASED1,9961,995+1+0%$444.8K$406.9K-$37.8K2026-10-13
Eubel Brady & Suttman Asset Management Inc
INCREASED1,9871,984+3+0%$442.0K$405-$441.6K2026-11-04
Baker Boyer National Bank
UNCHANGED1,9791,97900%$441.1K$403.6K-$37.5K2026-11-05
Ibex Wealth Advisors
DECREASED1,9772,179-202-9%$485.7K$403.1K-$82.6K2026-11-06
Whelan Financial
INCREASED1,9771,936+41+2%$431.5K$403.2K-$28.3K2026-10-28
Impact Investors, Inc
INCREASED1,9771,974+3+0%$440.0K$403.2K-$36.8K2026-11-02
Premier Path Wealth Partners, LLC
INCREASED1,9761,799+177+10%$401.0K$403.0K+$2.0K2026-10-16
PKS Advisory Services, LLC
UNCHANGED1,9691,96900%$439.2K$439.2K$02026-10-26
RW Investment Management LLC
INCREASED1,9661,945+21+1%$433.5K$400.9K-$32.6K2026-11-03
First Nebraska Trust Co
UNCHANGED1,9531,95300%$435.3K$398.3K-$37.0K2026-10-30
Facet Wealth, Inc.
DECREASED1,9442,097-153-7%$467.5K$396.5K-$71.0K2026-11-04
MBA Advisors LLC
DECREASED1,9342,411-477-20%$537.4K$394.4K-$143.0K2026-10-29
San Luis Wealth Advisors LLC
INCREASED1,9341,932+2+0%$430.7K$394.4K-$36.3K2026-10-27
Personal CFO Solutions, LLC
DECREASED1,9302,304-374-16%$513.4K$393.5K-$119.9K2026-11-06
Portfolio Design Labs, LLC
INCREASED1,9231,893+30+2%$421.9K$392.1K-$29.8K2026-11-04
Oslo Pensjonsforsikring AS
DECREASED1,9212,128-207-10%$474.3K$391.7K-$82.6K2026-10-15
Moody National Bank Trust Division
DECREASED1,9211,991-70-4%$443.8K$391.7K-$52.0K2026-10-06
Southland Equity Partners LLC
INCREASED1,9111,889+22+1%$421.0K$389.7K-$31.3K2026-10-14
Penobscot Investment Management Company, Inc.
INCREASED1,9031,684+219+13%$375.4K$388.1K+$12.7K2026-10-26
Accurate Wealth Management, LLC
DECREASED1,9012,401-500-21%$560.2K$402.8K-$157.4K2026-10-20
United Advisor Group, LLC
INCREASED1,9011,883+18+1%$419.7K$387.6K-$32.1K2026-11-03
Plancorp, LLC
INCREASED1,9001,887+13+1%$446.8K$443.5K-$3.2K2026-11-03
Sterling Investment Advisors, Ltd.
INCREASED1,8921,891+1+0%$421.4K$385.8K-$35.6K2026-10-27
Folger Nolan Fleming Douglas Capital Management, Inc
DECREASED1,8891,904-15-1%$424.3K$385.2K-$39.2K2026-10-13
Ejmk Ventures LLC
DECREASED1,8851,974-89-5%$440.0K$384.5K-$55.6K2026-10-21
bLong Financial, LLC
UNCHANGED1,8711,87100%$417.0K$381.5K-$35.5K2026-10-29
Optas, LLC
DECREASED1,8661,889-23-1%$421.0K$380.5K-$40.5K2026-11-09
Herold Advisors, Inc.
DECREASED1,8652,037-172-8%$453.0K$380.3K-$72.7K2026-10-19
O'Domhnaill Enterprises, Inc.
DECREASED1,85812,142-10,284-85%$2.7M$378.9K-$2.3M2026-10-29
SkyOak Wealth, LLC
UNCHANGED1,8361,83600%$409.2K$374.4K-$34.8K2026-10-28
Clear Harbor Asset Management, LLC
NEW1,830—+1,830——$373.2K—2026-11-05
Aspiriant, LLC
DECREASED1,8291,836-70%$409.2K$373.0K-$36.2K2026-10-16
NBT Bank, N.A.
INCREASED1,8271,720+107+6%$383.4K$372.6K-$10.8K2026-10-21
TSG Advice Partners, LLC
NEW1,822—+1,822——$406.2K—2026-10-29
MPS Loria Financial Planners, LLC
INCREASED1,8221,814+8+0%$404.3K$371.5K-$32.8K2026-10-14
SeaCrest Wealth Management, LLC
DECREASED1,82011,819-9,999-85%$2.6M$371.1K-$2.3M2026-10-21
Quaker Wealth Management, LLC
DECREASED1,8201,825-50%$406.8K$371.1K-$35.6K2026-10-22
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED1,8181,81800%$405.0K$371-$404.6K2026-10-14
Warner Group LLC
NEW1,804—+1,804——$367.9K—2026-11-09
South Shore Capital Advisors
UNCHANGED1,8041,80400%$402.0K$367.8K-$34.2K2026-10-20
Camden National Bank
UNCHANGED1,8031,80300%$401.9K$367.7K-$34.2K2026-11-02
Amplius Wealth Advisors, LLC
DECREASED1,8022,467-665-27%$549.8K$367.5K-$182.4K2026-10-20
True North Advisors, LLC
DECREASED1,8021,849-47-3%$412.1K$367.5K-$44.6K2026-10-22
Ifrah Financial Services, Inc.
DECREASED1,8001,842-42-2%$410.5K$367.0K-$43.6K2026-10-13
Paradigm Asset Management Co LLC
UNCHANGED1,8001,80000%$401.2K$367.1K-$34.1K2026-11-05
Diligent Investors, LLC
DECREASED1,7971,862-65-3%$415.0K$366.5K-$48.5K2026-10-21
Sawgrass Asset Management LLC
DECREASED1,7971,830-33-2%$407.9K$366.4K-$41.4K2026-11-03
Prescott Group Capital Management, L.L.C.
UNCHANGED1,7691,76900%$394.3K$360.7K-$33.5K2026-10-30
Broadway Wealth Solutions, Inc.
INCREASED1,7641,761+3+0%$392.6K$359.9K-$32.7K2026-10-21
First County Bank
INCREASED1,7631,746+17+1%$389.1K$359.5K-$29.6K2026-10-13
City State Bank
DECREASED1,7581,774-16-1%$395.4K$358.5K-$36.9K2026-10-20
Canandaigua National Bank & Trust Co
DECREASED1,7522,002-250-12%$446.2K$357.3K-$88.9K2026-10-07
Aljian Capital Management, LLC
DECREASED1,7481,835-87-5%$408.9K$356.4K-$52.5K2026-10-28
Csenge Advisory Group
DECREASED1,7432,382-639-27%$530.9K$355.5K-$175.4K2026-11-04
Ranch Capital Advisors Inc.
INCREASED1,7411,718+23+1%$382.8K$355.0K-$27.9K2026-11-09
Archford Capital Strategies, LLC
DECREASED1,7401,783-43-2%$397.5K$354.9K-$42.6K2026-10-19
Green Ridge Wealth Planning LLC
DECREASED1,7301,935-205-11%$431.3K$352.8K-$78.5K2026-10-08
Forest Hill Capital, LLC
UNCHANGED1,7301,73000%$385.6K$352.8K-$32.8K2026-11-05
Biltmore Family Office, LLC
DECREASED1,7241,739-15-1%$387.5K$351.5K-$36.0K2026-11-03
SLT Holdings LLC
NEW1,723—+1,723——$351.4K—2026-10-15
Peoples Financial Services Corp.
DECREASED1,7111,796-85-5%$400.3K$348.9K-$51.4K2026-10-20
71 West Capital Partners
DECREASED1,7102,514-804-32%$560.3K$348.7K-$211.6K2026-11-04
Dumont & Blake Investment Advisors LLC
UNCHANGED1,7071,70700%$380.5K$348.1K-$32.4K2026-10-28
Quantum Financial Advisors, LLC
INCREASED1,7061,604+102+6%$357.4K$347.8K-$9.6K2026-11-03
Heritage Trust Co
DECREASED1,7061,772-66-4%$394.9K$347.9K-$47.1K2026-11-09
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED1,7021,70200%$379.3K$347.1K-$32.3K2026-10-23
Philadelphia Trust Co
UNCHANGED1,7001,70000%$379.0K$347-$378.7K2026-11-05
Heritage Wealth Advisors
INCREASED1,6901,553+137+9%$346.1K$344.6K-$1.5K2026-11-09
Clean Yield Group
INCREASED1,685751+934+124%$167.4K$343.6K+$176.2K2026-10-28
First Business Financial Services, Inc.
UNCHANGED1,6851,68500%$375.6K$343.6K-$31.9K2026-10-29
Wealth Architects, LLC
DECREASED1,6781,692-14-1%$377.1K$342.2K-$34.9K2026-11-03
Sacks & Associates, LLC
UNCHANGED1,6741,67400%$379.2K$341.4K-$37.9K2026-10-09
Legacy Capital Wealth Partners, LLC
DECREASED1,6601,761-101-6%$392.5K$338.5K-$54.0K2026-10-21
Cove Private Wealth, LLC
INCREASED1,6561,652+4+0%$368.2K$337.7K-$30.5K2026-10-28
Vista Investment Partners II, LLC
DECREASED1,6551,804-149-8%$402.1K$337.6K-$64.5K2026-10-15
Triad Wealth Partners, LLC
DECREASED1,6471,873-226-12%$424.1K$335.9K-$88.2K2026-10-26
Moss Adams Wealth Advisors LLC
INCREASED1,6421,573+69+4%$350.6K$334.9K-$15.7K2026-10-28
Bannerman Wealth Management Group, LLC
INCREASED1,6401,625+15+1%$362.2K$334.4K-$27.8K2026-10-09
Latitude Advisors, LLC
DECREASED1,6381,774-136-8%$395.5K$334.1K-$61.4K2026-10-27
Cheviot Value Management, LLC
INCREASED1,6341,592+42+3%$354.8K$333.2K-$21.6K2026-11-09
Marin Bay Wealth Advisors, LLC
INCREASED1,6301,623+7+0%$361.8K$332.5K-$29.3K2026-10-28
Caitong International Asset Management Co., Ltd
NEW1,622—+1,622——$330.8K—2026-10-29
Bullock Wealth Management Group
INCREASED1,6181,617+1+0%$362.3K$326.6K-$35.7K2026-10-09
Acadian Asset Management LLC
DECREASED1,617137,985-136,368-99%$30.8M$329-$30.8M2026-11-09
Manchester Capital Management LLC
DECREASED1,6141,718-104-6%$382.9K$329.1K-$53.8K2026-10-22
Stockman Wealth Management, Inc.
UNCHANGED1,6101,61000%$358.8K$328.3K-$30.5K2026-10-27
Allen Wealth Management, LLC
UNCHANGED1,6091,60900%$358.6K$328.1K-$30.5K2026-10-29
Signature Estate & Investment Advisors LLC
DECREASED1,6021,651-49-3%$367.9K$326.7K-$41.2K2026-10-13
Advisory Resource Group
INCREASED1,5931,591+2+0%$354.5K$324.8K-$29.7K2026-10-26
Knuff & Co LLC
DECREASED1,5903,200-1,610-50%$713.2K$324.2K-$389.0K2026-11-06
Legacy Advisors, LLC
INCREASED1,5871,451+136+9%$323.4K$323.6K+$2222026-10-19
Pinnacle Wealth Planning Services, Inc.
DECREASED1,5851,850-265-14%$412.3K$323.2K-$89.1K2026-10-27
KPP Advisory Services LLC
INCREASED1,5851,513+72+5%$337.2K$323.2K-$14.0K2026-10-26
1900 Wealth Management LLC
DECREASED1,5811,593-12-1%$355.0K$322.4K-$32.6K2026-10-13
Black Diamond Financial, LLC
INCREASED1,576908+668+74%$202.3K$321.2K+$118.9K2026-10-26
AIA Group Ltd
UNCHANGED1,5741,57400%$350.8K$321.0K-$29.8K2026-10-30
IFG Advisory, LLC
INCREASED1,5721,563+9+1%$348.4K$320.5K-$27.8K2026-11-09
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED1,5712,971-1,400-47%$661.9K$320.4K-$341.5K2026-10-21
Tilia Fiduciary Partners, Inc.
DECREASED1,5691,580-11-1%$352.2K$319.9K-$32.3K2026-10-09
One Wealth Capital Management, LLC
NEW1,565—+1,565——$319.1K—2026-10-23
Capital Advisors Wealth Management, LLC
INCREASED1,5601,549+11+1%$345.3K$318.0K-$27.2K2026-10-09
Tennessee Valley Asset Management Partners
INCREASED1,5581,551+7+0%$345.7K$317.7K-$28.0K2026-11-03
Carret Asset Management, LLC
DECREASED1,5571,607-50-3%$358.3K$317.6K-$40.7K2026-11-04
JFS Wealth Advisors, LLC
INCREASED1,5571,548+9+1%$345.0K$317.4K-$27.5K2026-11-03
LMG Wealth Partners, LLC
INCREASED1,5551,549+6+0%$345.2K$317.1K-$28.1K2026-11-05
Allen Mooney & Barnes Investment Advisors LLC
INCREASED1,5541,552+2+0%$345.8K$316.9K-$28.9K2026-10-08
Global Financial Private Client, LLC
INCREASED1,5511,504+47+3%$335.2K$316.3K-$18.9K2026-10-15
RKL Wealth Management LLC
NEW1,547—+1,547——$315.5K—2026-10-16
Kingdom Financial Group Llc.
INCREASED1,5421,389+153+11%$309.5K$314.5K+$5.0K2026-11-04
Clifford Swan Investment Counsel LLC
INCREASED1,5341,264+270+21%$281.7K$312.8K+$31.1K2026-11-05
ABC Arbitrage SA
NEW1,531—+1,531——$312.2K—2026-10-23
BIP Wealth, LLC
DECREASED1,5251,612-87-5%$359.3K$311.0K-$48.3K2026-10-22
Dala Group, LLC
DECREASED1,5241,699-175-10%$378.6K$310.9K-$67.7K2026-10-29
Balboa Wealth Partners
DECREASED1,5241,537-13-1%$342.5K$310.7K-$31.8K2026-10-20
Clear Trail Advisors, LLC
UNCHANGED1,5111,51100%$336.8K$308.1K-$28.6K2026-10-20
Pinnacle West Asset Management, Inc.
DECREASED1,5101,550-40-3%$345.0K$308-$344.7K2026-11-09
Canopy Partners, LLC
DECREASED1,5061,695-189-11%$377.8K$307.1K-$70.7K2026-10-28
Praxis Capital Management LLC
INCREASED1,5061,500+6+0%$334.3K$307.1K-$27.2K2026-10-16
Blossom Wealth Management
INCREASED1,5051,442+63+4%$321.4K$306.9K-$14.5K2026-11-03
Northwest Wealth Management, LLC
INCREASED1,5021,501+1+0%$334.5K$306.3K-$28.3K2026-10-30
TFR Capital, Llc.
DECREASED1,4991,521-22-1%$339.0K$305.7K-$33.3K2026-11-09
Resonant Capital Advisors, LLC
DECREASED1,4961,816-320-18%$404.8K$305.1K-$99.7K2026-10-15
Oarsman Capital, Inc.
DECREASED1,4931,574-81-5%$350.8K$304.5K-$46.4K2026-11-05
BankPlus Wealth Management LLC
INCREASED1,4891,444+45+3%$321.8K$303.7K-$18.1K2026-10-13
Grove Street Fiduciary, LLC
UNCHANGED1,4891,48900%$331.9K$303.6K-$28.2K2026-10-13
Linscomb Wealth, Inc.
INCREASED1,4871,431+56+4%$318.9K$303.2K-$15.7K2026-11-05
Summit Securities Group LLC
INCREASED1,48686+1,400+1628%$19.2K$303.0K+$283.9K2026-11-05
Ledyard National Bank
DECREASED1,4842,018-534-26%$449.8K$302.6K-$147.2K2026-10-21
KWB Wealth
UNCHANGED1,4821,48200%$330.3K$302.2K-$28.1K2026-10-16
WealthPlan Investment Management, LLC
DECREASED1,4811,654-173-10%$368.6K$302.0K-$66.6K2026-10-15
FSM Wealth Advisors, LLC
DECREASED1,4751,672-197-12%$372.6K$309.8K-$62.7K2026-10-27
Grandfield & Dodd, LLC
UNCHANGED1,4751,47500%$328.7K$300.8K-$28.0K2026-10-29
Argyle Capital Partners, LLC
INCREASED1,4741,463+11+1%$326.1K$300.6K-$25.5K2026-10-23
Diversified Management Inc
INCREASED1,4661,321+145+11%$294.4K$299.0K+$4.7K2026-10-08
PFG Advisors
DECREASED1,4661,511-45-3%$336.8K$298.9K-$37.8K2026-10-16
D'Orazio & Associates, Inc.
DECREASED1,4611,506-45-3%$335.7K$298.0K-$37.7K2026-11-04
Soltis Investment Advisors LLC
DECREASED1,4601,540-80-5%$343.3K$297.7K-$45.5K2026-10-28
3Chopt Investment Partners, LLC
INCREASED1,4581,344+114+8%$299.6K$297.3K-$2.2K2026-10-30
Legacy Financial Advisors, Inc.
DECREASED1,4561,665-209-13%$371.1K$296.9K-$74.2K2026-11-09
First Hawaiian Bank
UNCHANGED1,4501,45000%$323.2K$295.7K-$27.5K2026-10-14
Decision Investments, Inc
UNCHANGED1,4501,45000%$323.2K$295.7K-$27.5K2026-10-07
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED1,4471,726-279-16%$384.7K$295.2K-$89.5K2026-10-14
Fideuram Asset Management (Ireland) dac
DECREASED1,44562,406-60,961-98%$13.4M$305.5K-$13.1M2026-10-29
Lantern Wealth Advisors, LLC
NEW1,441—+1,441——$293.8K—2026-10-22
Foster Group, Inc.
DECREASED1,4411,655-214-13%$368.9K$293.8K-$75.0K2026-10-13
Gerber Kawasaki Wealth & Investment Management
INCREASED1,4331,406+27+2%$313.5K$292.2K-$21.2K2026-10-29
D.B. Root & Company, LLC
DECREASED1,4281,511-83-5%$336.8K$291.1K-$45.7K2026-11-04
Powell Investment Advisors, LLC
UNCHANGED1,4271,42700%$318.1K$291.0K-$27.1K2026-10-22
ARS Wealth Advisors Group, LLC
DECREASED1,4261,517-91-6%$338.0K$290.8K-$47.2K2026-10-16
Silverlake Wealth Management LLC
DECREASED1,4241,564-140-9%$348.5K$290.5K-$58.1K2026-10-21
Harbour Trust & Investment Management Co
UNCHANGED1,4201,42000%$316.5K$289.6K-$26.9K2026-10-28
Rockland Trust Co
DECREASED1,4181,493-75-5%$332.8K$289.2K-$43.6K2026-10-05
TFC Financial Management, Inc.
UNCHANGED1,4141,41400%$315.2K$288.4K-$26.8K2026-10-26
Fulton Bank, N.A.
DECREASED1,4134,369-2,956-68%$973.8K$288.1K-$685.6K2026-10-14
Compton Wealth Advisory Group, LLC
UNCHANGED1,4121,41200%$316.5K$285.1K-$31.3K2026-10-13
Carnegie Lake Advisors LLC
UNCHANGED1,4121,41200%$314.7K$287.9K-$26.8K2026-11-06
Montag A & Associates Inc
INCREASED1,4091,162+247+21%$259.0K$287.3K+$28.3K2026-10-29
Summit Asset Management, LLC
INCREASED1,4091,406+3+0%$313.4K$287.3K-$26.0K2026-11-05
Bluesphere Advisors LLC
DECREASED1,4081,444-36-2%$321.8K$287.1K-$34.7K2026-10-19
KRS Capital Management, LLC
INCREASED1,4081,402+6+0%$312.5K$287.2K-$25.3K2026-10-16
Bangor Savings Bank
UNCHANGED1,4061,40600%$313.4K$286.7K-$26.7K2026-10-06
Kellett Wealth Advisors, LLC
DECREASED1,4021,502-100-7%$334.8K$285.9K-$48.9K2026-10-15
Archer Investment Corp
UNCHANGED1,4001,40000%$312.0K$285.5K-$26.5K2026-11-05
Realta Investment Advisors
NEW1,388—+1,388——$283.1K—2026-10-14
Vigilare Wealth Management
DECREASED1,3851,398-13-1%$311.6K$282.4K-$29.2K2026-10-29
Miller Financial Services LLC
INCREASED1,3821,375+7+1%$306.5K$281.8K-$24.6K2026-10-20
Seelaus Asset Management LLC
INCREASED1,3771,251+126+10%$278.8K$280.8K+$2.0K2026-10-14
RAM Investment Partners, LLC
INCREASED1,3731,319+54+4%$294.0K$280.0K-$14.0K2026-10-21
Versant Capital Management, Inc
DECREASED1,3692,338-969-41%$521.1K$279.2K-$241.9K2026-10-02
ADE, LLC
INCREASED1,3671,358+9+1%$302.7K$278.8K-$23.9K2026-10-29
Bank of Stockton
DECREASED1,3651,375-10-1%$306.5K$278.4K-$28.1K2026-10-20
Weaver Consulting Group
INCREASED1,3631,296+67+5%$288.9K$277.9K-$10.9K2026-10-07
Hager Investment Management Services, LLC
INCREASED1,3631,362+1+0%$303.6K$277.9K-$25.6K2026-11-04
Financial Solutions Advisory Group, Inc.
INCREASED1,3621,360+2+0%$315.1K$309.0K-$6.1K2026-10-28
Golden State Wealth Management, LLC
INCREASED1,3611,174+187+16%$261.7K$277.6K+$15.9K2026-11-02
Alliance Wealth Advisors, LLC
DECREASED1,3611,387-26-2%$309.1K$277.5K-$31.6K2026-10-28
First Growth Capital LLC
UNCHANGED1,3571,35700%$302.4K$276.7K-$25.7K2026-10-15
Putney Financial Group LLC
INCREASED1,3541,292+62+5%$288.0K$276.1K-$11.9K2026-10-30
Lynx Investment Advisory
INCREASED1,3531,348+5+0%$300.4K$276.0K-$24.4K2026-10-27
Alessandra Capital Management, LLC
DECREASED1,3501,400-50-4%$312.0K$275.3K-$36.7K2026-10-30
Wetzel Investment Advisors, Inc.
UNCHANGED1,3481,34800%$300.4K$274.9K-$25.6K2026-10-13
Independent Solutions Wealth Management, LLC
DECREASED1,3421,347-50%$300.3K$273.8K-$26.6K2026-10-28
Genesee Capital Advisors, LLC
INCREASED1,3361,330+6+0%$296.3K$272.4K-$24.0K2026-10-20
Interchange Capital Partners, LLC
INCREASED1,3351,275+60+5%$284.2K$272.2K-$11.9K2026-10-28
NewSquare Capital LLC
DECREASED1,3331,396-63-5%$311.1K$271.8K-$39.3K2026-11-06
Leelyn Smith, LLC
DECREASED1,3281,404-76-5%$312.9K$270.8K-$42.1K2026-11-03
M Holdings Securities, Inc.
NEW1,323—+1,323——$301—2026-11-03
Trust Co of Oklahoma
NEW1,315—+1,315——$268.2K—2026-10-15
Hazlett, Burt & Watson, Inc.
DECREASED1,3111,371-60-4%$254.1K$268-$253.8K2026-11-04
Winthrop Advisory Group LLC
DECREASED1,3091,359-50-4%$302.8K$266.9K-$35.9K2026-10-22
Advisory Advocates, LLC
INCREASED1,3081,263+45+4%$281.5K$266.7K-$14.8K2026-11-05
Abound Wealth Management
INCREASED1,304619+685+111%$137.9K$266.0K+$128.1K2026-10-26
Aviso Wealth Management
INCREASED1,3021,301+1+0%$290.1K$265.5K-$24.7K2026-11-04
Everhart Financial Group, Inc.
INCREASED1,3011,169+132+11%$260.5K$265.3K+$4.8K2026-10-08
Ipswich Investment Management Co., Inc.
UNCHANGED1,3001,30000%$289.7K$265.1K-$24.6K2026-10-13
Burney Co/
DECREASED1,2981,375-77-6%$306.5K$264.7K-$41.8K2026-10-15
One Way Holdings LLC
INCREASED1,2961,114+182+16%$248.3K$264.3K+$16.0K2026-10-29
New Covenant Trust Company, N.A.
INCREASED1,2951,130+165+15%$251.9K$264.1K+$12.2K2026-10-08
Harfst & Associates, Inc.
DECREASED1,2921,360-68-5%$303.1K$263.5K-$39.7K2026-10-20
Visionary Wealth Advisors
INCREASED1,2891,287+2+0%$286.8K$262.9K-$23.9K2026-11-04
Uhlmann Price Securities, LLC
DECREASED1,2871,351-64-5%$301.1K$262.4K-$38.7K2026-11-03
Trilogy Capital Inc.
INCREASED1,2851,084+201+19%$241.6K$262.0K+$20.4K2026-10-20
Commonwealth Financial Services, LLC
DECREASED1,2831,397-114-8%$311.3K$261.6K-$49.7K2026-10-20
Kuhn & Co Investment Counsel
INCREASED1,2821,278+4+0%$284.8K$261.4K-$23.4K2026-10-29
Capital Asset Advisory Services LLC
INCREASED1,2801,113+167+15%$248.1K$304.1K+$56.1K2026-10-30
Axiom Investment Management LLC
DECREASED1,2801,338-58-4%$298.3K$261.0K-$37.3K2026-11-03
Enterprise Financial Services Corp
DECREASED1,2791,356-77-6%$302.2K$260.8K-$41.4K2026-11-03
First United Bank & Trust
DECREASED1,2781,286-8-1%$286.6K$260.6K-$26.0K2026-10-22
Peterson Wealth Management
INCREASED1,276525+751+143%$117.1K$260.3K+$143.1K2026-11-06
Piedmont Capital Management, LLC
DECREASED1,2751,285-10-1%$286.4K$260.0K-$26.4K2026-10-21
World Equity Group, Inc.
DECREASED1,2733,782-2,509-66%$842.8K$259.6K-$583.2K2026-10-14
Pinnacle Bancorp, Inc.
INCREASED1,2691,255+14+1%$279.7K$258.8K-$20.9K2026-10-21
First Interstate Bank
INCREASED1,2681,170+98+8%$260.8K$258.6K-$2.2K2026-10-23
Washington Trust Advisors, Inc.
UNCHANGED1,2661,26600%$282.2K$258.2K-$24.0K2026-10-22
Northstar Asset Management Co
UNCHANGED1,2501,25000%$298.4K$287.0K-$11.5K2026-10-22
Acropolis Investment Management, LLC
INCREASED1,2471,085+162+15%$241.7K$254.2K+$12.5K2026-10-08
Forum Financial Management, LP
INCREASED1,2411,239+2+0%$276.1K$253.0K-$23.1K2026-10-16
CLG LLC
DECREASED1,2401,245-50%$277.5K$252.8K-$24.6K2026-10-13
Citizens Business Bank
UNCHANGED1,2401,24000%$276.4K$252.9K-$23.5K2026-11-09
Midland Wealth Advisors, LLC
DECREASED1,2391,392-153-11%$310.2K$252.7K-$57.6K2026-10-26
AMG National Trust Bank
DECREASED1,2371,392-155-11%$310.2K$252.2K-$58.0K2026-11-05
AlTi Global, Inc.
DECREASED1,2351,479-244-16%$329.7K$251.8K-$77.8K2026-11-09
Quantum Private Wealth, LLC
UNCHANGED1,2331,23300%$274.8K$251.4K-$23.4K2026-10-20
First Financial Corp
UNCHANGED1,2311,23100%$274.4K$251.0K-$23.3K2026-10-13
Colonial River Investments, LLC
DECREASED1,2301,451-221-15%$323.4K$250.9K-$72.5K2026-10-19
Selective Wealth Management, Inc.
INCREASED1,2301,160+70+6%$277.7K$275.8K-$1.9K2026-10-16
West Michigan Advisors, LLC
DECREASED1,2301,253-23-2%$279.2K$250.7K-$28.4K2026-11-09
Sweeney & Michel, LLC
INCREASED1,2301,225+5+0%$278.9K$250.7K-$28.2K2026-10-16
Henderson Brothers Financial Partners, LLC
INCREASED1,2261,189+37+3%$265.0K$250.0K-$15.0K2026-11-03
Capital Square, LLC
UNCHANGED1,2251,22500%$285.8K$249.8K-$36.0K2026-10-19
Curated Wealth Partners LLC
NEW1,220—+1,220——$248.8K—2026-10-15
Fiduciary Financial Group, LLC
DECREASED1,2201,304-84-6%$290.6K$248.8K-$41.9K2026-10-13
Woodward Diversified Capital, LLC
UNCHANGED1,2201,22000%$271.9K$248.8K-$23.1K2026-10-21
Essex Bank
INCREASED1,2061,202+4+0%$267.9K$245.9K-$22.0K2026-10-16
Meridian Financial Partners LLC
UNCHANGED1,2011,20100%$279.6K$269.3K-$10.3K2026-10-23
Payden & Rygel
DECREASED1,20040,840-39,640-97%$9.1M$245-$9.1M2026-10-28
Regent Peak Wealth Advisors LLC
DECREASED1,2001,249-49-4%$278.4K$244.7K-$33.7K2026-10-13
First Merchants Corp
UNCHANGED1,1991,19900%$267.2K$244.5K-$22.7K2026-10-15
First Affirmative Financial Network
NEW1,195—+1,195——$243.6K—2026-10-21
Income Insurance Ltd
UNCHANGED1,1951,19500%$266.3K$243.7K-$22.7K2026-10-21
One Day In July LLC
UNCHANGED1,1941,19400%$266.1K$243.5K-$22.6K2026-10-30
Novem Group
DECREASED1,1931,200-7-1%$267.5K$243.3K-$24.2K2026-10-19
Trifecta Capital Advisors, LLC
DECREASED1,1761,177-10%$262.3K$239.8K-$22.5K2026-10-21
Tucker Asset Management LLC
INCREASED1,1571,040+117+11%$231.8K$235.8K+$4.0K2026-10-29
Geneva Partners, LLC
NEW1,152—+1,152——$234.9K—2026-10-26
Wendell David Associates Inc
UNCHANGED1,1521,15200%$257.0K$235-$256.8K2026-10-27
LVW Advisors, LLC
INCREASED1,1471,139+8+1%$253.8K$233.9K-$20.0K2026-10-19
Eastover Investment Advisors LLC
INCREASED1,1441,124+20+2%$250.5K$233.3K-$17.2K2026-10-05
Quent Capital, LLC
DECREASED1,1431,349-206-15%$300.7K$271.2K-$29.5K2026-11-09
Manske Wealth Management
DECREASED1,1421,157-15-1%$257.9K$232.9K-$25.0K2026-10-26
Compass Ion Advisors, LLC
DECREASED1,1361,225-89-7%$273.1K$231.7K-$41.4K2026-10-23
Means Investment Co., Inc.
DECREASED1,1321,175-43-4%$261.8K$230.7K-$31.1K2026-11-03
Grimes & Co Wealth Management, LLC
DECREASED1,1281,135-7-1%$253.0K$230.0K-$23.0K2026-10-29
A. D. Beadell Investment Counsel, Inc.
UNCHANGED1,1251,12500%$250$229-$212026-10-14
Shikiar Asset Management Inc
DECREASED1,1231,133-10-1%$253.0K$229-$252.8K2026-10-20
Wealth Enhancement Trust Services, Inc.
INCREASED1,117325+792+244%$72.4K$227.8K+$155.3K2026-10-07
Excalibur Management Corp
UNCHANGED1,1151,11500%$248.5K$227.4K-$21.1K2026-11-02
Courier Capital LLC
DECREASED1,1132,332-1,219-52%$519.8K$227.0K-$292.8K2026-10-19
Souders Financial Advisors
DECREASED1,1121,194-82-7%$266.2K$226.8K-$39.4K2026-11-03
Lazari Capital Management, Inc.
NEW1,110—+1,110——$226.4K—2026-10-20
Root Financial Partners, LLC
INCREASED1,1071,086+21+2%$242.1K$225.8K-$16.3K2026-10-21
Winch Advisory Services, LLC
INCREASED1,1061,082+24+2%$241.2K$225.6K-$15.6K2026-11-06
First National Bank Sioux Falls
UNCHANGED1,1001,10000%$246.5K$224.3K-$22.2K2026-10-13
Midway Capital Research & Management
UNCHANGED1,1001,10000%$245.2K$224.3K-$20.9K2026-10-20
Swiss RE LTD
INCREASED1,098668+430+64%$148.9K$223.9K+$75.0K2026-11-06
J. Derek Lewis & Associates Inc.
UNCHANGED1,0971,09700%$244.6K$223.8K-$20.8K2026-11-03
Brighton Securities Corp.
DECREASED1,0951,104-9-1%$246.0K$223.2K-$22.8K2026-10-08
Graves Light Lenhart Wealth, Inc.
UNCHANGED1,0951,09500%$244.0K$223.2K-$20.8K2026-10-09
Nadler Financial Group, Inc.
UNCHANGED1,0851,08500%$241.8K$221.3K-$20.6K2026-10-23
Hendershot Investments Inc.
UNCHANGED1,0821,08200%$241.2K$220.6K-$20.5K2026-11-05
Balefire, LLC
DECREASED1,0811,184-103-9%$264.0K$220.4K-$43.6K2026-10-09
Financial Insights, Inc.
UNCHANGED1,0801,08000%$240.7K$220.2K-$20.5K2026-10-27
SGL Investment Advisors, Inc.
UNCHANGED1,0801,08000%$244.7K$255.2K+$10.4K2026-11-09
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED1,0793,888-2,809-72%$866.5K$220.0K-$646.5K2026-10-14
Vectors Research Management, LLC
UNCHANGED1,0791,07900%$240.6K$220.1K-$20.5K2026-11-09
Insight Advisors, LLC/ PA
INCREASED1,0771,045+32+3%$233.0K$219.6K-$13.4K2026-10-22
Ironsides Asset Advisors, LLC
UNCHANGED1,0741,07400%$239.4K$219.1K-$20.4K2026-10-20
Birch Financial Group, LLC
INCREASED1,0721,069+3+0%$238.3K$218.5K-$19.8K2026-10-27
Grant Street Asset Management, Inc.
UNCHANGED1,0691,06900%$238.3K$218.0K-$20.3K2026-10-26
Ignite Planners, LLC
DECREASED1,0671,071-40%$238.7K$217.6K-$21.1K2026-10-14
DecisionPoint Financial, LLC
INCREASED1,06325+1,038+4152%$5.6K$214.6K+$209.0K2026-10-27
Relyea Zuckerberg Hanson LLC
DECREASED1,0601,714-654-38%$382.0K$216.1K-$165.9K2026-10-20
Childress Capital Advisors, LLC
NEW1,057—+1,057——$215.6K—2026-10-28
Breakwater Capital Group
DECREASED1,0551,061-6-1%$236.5K$215.1K-$21.3K2026-10-09
Gables Capital Management Inc.
UNCHANGED1,0551,05500%$235.1K$215.1K-$20.0K2026-11-04
Stonebridge Financial Group, LLC
DECREASED1,0491,082-33-3%$241.2K$213.9K-$27.2K2026-10-01
Patten & Patten Inc
INCREASED1,0491,039+10+1%$231.5K$213.9K-$17.6K2026-10-26
TCI Wealth Advisors, Inc.
DECREASED1,0451,080-35-3%$240.7K$213.1K-$27.6K2026-10-30
Silvant Capital Management LLC
UNCHANGED1,0441,04400%$232.7K$212.9K-$19.8K2026-11-09
Acumen Wealth Advisors, LLC
DECREASED1,0421,235-193-16%$275.3K$212.5K-$62.8K2026-11-05
Financial Guidance Group, Inc.
INCREASED1,0371,032+5+0%$230.0K$211.5K-$18.5K2026-10-21
Wagner Wealth Management, LLC
INCREASED1,0341,030+4+0%$229.7K$210.8K-$18.9K2026-10-21
MV Capital Management, Inc.
DECREASED1,0311,052-21-2%$234.5K$210.2K-$24.2K2026-10-29
Chesapeake Wealth Management
DECREASED1,0271,194-167-14%$266.1K$209.4K-$56.7K2026-11-09
Florida Financial Advisors, LLC
INCREASED1,023990+33+3%$220.9K$208.6K-$12.3K2026-11-09
Mccarter Private Wealth Services LLC
INCREASED1,0201,007+13+1%$224.4K$208.0K-$16.4K2026-10-22
Inscription Capital, LLC
DECREASED1,0171,029-12-1%$229.4K$207.4K-$22.0K2026-11-02
Frontier Asset Management, LLC
NEW1,015—+1,015——$207.0K—2026-10-28
Rise Advisors, LLC
INCREASED1,015983+32+3%$219.0K$207.0K-$12.0K2026-10-16
Elyxium Wealth, LLC
DECREASED1,0141,075-61-6%$239.6K$206.8K-$32.8K2026-10-27
Cromwell Holdings LLC
UNCHANGED1,0101,01000%$225.1K$206.0K-$19.2K2026-10-28
Wingate Wealth Advisors, Inc.
DECREASED1,0091,049-40-4%$233.8K$205.8K-$28.0K2026-10-26
Rayburn West Financial Services LLC
UNCHANGED1,0091,00900%$224.9K$205.8K-$19.1K2026-11-03
Impact Capital Partners LLC
DECREASED1,0081,090-82-8%$242.9K$205.6K-$37.4K2026-10-22
Goldstein Advisors, LLC
NEW1,007—+1,007——$205.3K—2026-10-15
Autumn Glory Partners, LLC
INCREASED1,0061,004+2+0%$223.8K$205.1K-$18.6K2026-10-26
Rose Capital Advisors LLC
NEW1,002—+1,002——$204.3K—2026-11-04
Kelsey Financial, LLC
UNCHANGED1,0011,00100%$223.1K$204.1K-$19.0K2026-10-28
Websterrogers Financial Advisors, LLC
UNCHANGED1,0001,00000%$222.9K$203.9K-$19.0K2026-11-02
Clay Northam Wealth Management, LLC
UNCHANGED1,0001,00000%$222.9K$203.9K-$19.0K2026-10-13
North Capital, Inc.
UNCHANGED1,0001,00000%$222.9K$211.8K-$11.1K2026-10-16
Dmkc Advisory Services, LLC
NEW995—+995——$202.9K—2026-11-04
Castleview Partners, LLC
INCREASED994991+3+0%$220.9K$202.7K-$18.2K2026-10-09
Summit Global Investments
DECREASED993994-10%$221.0K$202-$220.8K2026-10-28
May Hill Capital, LLC
NEW990—+990——$201.9K—2026-11-03
Avantra Family Wealth, Inc.
INCREASED989988+1+0%$220.3K$201.6K-$18.7K2026-10-20
55 North Private Wealth, LLC
INCREASED988980+8+1%$218.4K$201.5K-$16.9K2026-10-20
Financial Perspectives, Inc
UNCHANGED98798700%$220.0K$201.3K-$18.7K2026-11-03
PW Nova Financial Services LLC
NEW984—+984——$200.7K—2026-10-15
CFS Investment Advisory Services, LLC
NEW977—+977——$203.1K—2026-10-19
Ameliora Wealth Management Ltd.
DECREASED9771,077-100-9%$240.0K$199.2K-$40.8K2026-10-23
Strive Financial Group,LLC
INCREASED930339+591+174%$75.6K$189.6K+$114.1K2026-11-09
Trium Capital LLP
DECREASED9153,500-2,585-74%$780.1K$186.6K-$593.5K2026-10-16
Gleason Group, Inc.
INCREASED914909+5+1%$202.7K$186.3K-$16.4K2026-10-15
Southern Michigan Bank & Trust
UNCHANGED91091000%$202.8K$185.6K-$17.3K2026-10-19
Brown, Lisle Ings, Inc.
DECREASED9091,384-475-34%$308.5K$185.4K-$123.1K2026-10-16
Pflug Koory, LLC
UNCHANGED88488400%$197.0K$180.3K-$16.8K2026-10-26
Rosenberg Matthew Hamilton
UNCHANGED87687600%$195.2K$178.6K-$16.6K2026-10-05
Richardson Financial Services Inc.
DECREASED869985-116-12%$219.5K$177.2K-$42.3K2026-10-30
Kelleher Financial Advisors
DECREASED8402,225-1,385-62%$495.9K$171.3K-$324.6K2026-10-30
Dogwood Wealth Management LLC
DECREASED8361,503-667-44%$335.0K$170.5K-$164.5K2026-11-09
Beutel, Goodman & Co Ltd.
UNCHANGED80080000%$178.0K$163-$177.8K2026-11-04
Financial Consulate, Inc
DECREASED791821-30-4%$183.1K$161.4K-$21.7K2026-10-23
Valley National Advisers Inc
DECREASED778783-5-1%$174.5K$158.6K-$15.8K2026-10-23
Granite FO LLC
UNCHANGED77077000%$171.6K$157.0K-$14.6K2026-10-14
Asset Dedication, LLC
INCREASED766735+31+4%$163.9K$156.3K-$7.6K2026-11-03
StrongBox Wealth, LLC
INCREASED746738+8+1%$164.5K$152.1K-$12.4K2026-11-02
First Command Advisory Services, Inc.
INCREASED740415+325+78%$92.5K$150.9K+$58.4K2026-11-05
High Note Wealth, LLC
INCREASED719673+46+7%$150.0K$146.6K-$3.4K2026-10-27
PlanVest Financial, Inc
UNCHANGED70970900%$157.9K$144.5K-$13.4K2026-11-09
West Branch Capital LLC
UNCHANGED70170100%$156.2K$142.9K-$13.3K2026-10-20
First Community Trust NA
UNCHANGED70070000%$156.0K$142.7K-$13.3K2026-10-07
Catherine Avery Investment Management LLC
UNCHANGED70070000%$156.0K$142.7K-$13.3K2026-10-14
First Bancorp, Inc
UNCHANGED67567500%$150.4K$137.6K-$12.8K2026-10-26
Barrett & Company, Inc.
INCREASED672671+1+0%$149.5K$137.0K-$12.5K2026-10-22
Mascoma Wealth Management LLC
DECREASED665666-10%$148.4K$135.6K-$12.8K2026-10-23
USA Financial Formulas
NEW662—+662——$135.0K—2026-10-16
Heritage Family Offices, LLP
NEW657—+657——$134.0K—2026-11-02
West Paces Advisors Inc.
INCREASED653483+170+35%$107.7K$133.2K+$25.5K2026-10-13
Silver Grove Financial Group, Inc.
INCREASED607522+85+16%$116.4K$123.8K+$7.4K2026-11-05
Tradewinds Capital Management, LLC
UNCHANGED60660600%$135.1K$123.6K-$11.5K2026-10-23
Deseret Mutual Benefit Administrators
UNCHANGED59159100%$131.7K$120.5K-$11.2K2026-11-04
Cornerstone National Bank & Trust Co
UNCHANGED57657600%$129.1K$116.3K-$12.8K2026-10-20
IMG Wealth Management, Inc.
DECREASED567578-11-2%$128.8K$115.6K-$13.2K2026-10-27
Concord Wealth Partners
UNCHANGED53453400%$119.0K$108.9K-$10.1K2026-11-02
Bayban
UNCHANGED53353300%$118.8K$118.8K$02026-11-05
Rothwell Investment Advisors, LLC
NEW532—+532——$108.4K—2026-11-06
Key FInancial Inc
INCREASED520513+7+1%$114.3K$106.0K-$8.3K2026-11-02
Wilkerson Advisory Group LLC
INCREASED510506+4+1%$112.8K$104.0K-$8.8K2026-10-20
Kentucky Trust Co
UNCHANGED50050000%$111.4K$102.0K-$9.5K2026-10-15
Essex Investment Management Co LLC
UNCHANGED49449400%$110.1K$100.7K-$9.4K2026-10-19
Pacifica Partners Inc.
DECREASED488493-5-1%$113.5K$98.5K-$15.0K2026-10-09
Triumph Capital Management
DECREASED451470-19-4%$104.8K$91.9K-$12.9K2026-10-14
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED45045000%$100.0K$92-$99.9K2026-11-02
Citizens National Bank Trust Department
UNCHANGED45045000%$100.3K$91.8K-$8.5K2026-11-04
Meramec Financial Planners, LLC
UNCHANGED43143100%$102.5K$101.8K-$7062026-11-09
Owl Creek Wealth Partners LLC
DECREASED430449-19-4%$100.1K$87.7K-$12.4K2026-10-20
Hughes Financial Services, LLC
DECREASED428729-301-41%$162.6K$98.9K-$63.7K2026-10-30
Cedar Mountain Advisors, LLC
INCREASED428427+1+0%$95.1K$87.4K-$7.7K2026-10-15
Laurel Wealth Advisors LLC
NEW426—+426——$86.9K—2026-10-27
Physician Wealth Advisors, Inc.
INCREASED426413+13+3%$92.1K$86.9K-$5.2K2026-10-20
Evermay Wealth Management LLC
UNCHANGED42442400%$94.5K$86.5K-$8.0K2026-11-05
IAG Wealth Partners, LLC
UNCHANGED42342300%$94.3K$86.3K-$8.0K2026-11-06
Lodestone Wealth Management LLC
INCREASED420247+173+70%$55.1K$85.6K+$30.5K2026-10-14
CNB Bank
UNCHANGED41941900%$93.4K$85.4K-$7.9K2026-11-09
Albion Financial Group
INCREASED415304+111+37%$67.8K$84.6K+$16.8K2026-10-21
Fairscale Capital, LLC
INCREASED412340+72+21%$75.8K$96.2K+$20.4K2026-11-04
3 Factor Indexing, LLC
DECREASED400401-10%$89.4K$81.6K-$7.8K2026-10-15
Investors Research Corp
UNCHANGED40040000%$89.2K$81.6K-$7.6K2026-10-07
Align Financial, LLC
INCREASED399392+7+2%$87.4K$81.4K-$6.0K2026-10-16
Westside Investment Management, Inc.
UNCHANGED39239200%$87.4K$80.2K-$7.2K2026-11-02
Ashurst Perkins Coie Trust Co
UNCHANGED38038000%$84.7K$77.5K-$7.2K2026-10-15
WPG Advisers, LLC
DECREASED369371-2-1%$82.7K$75.2K-$7.4K2026-10-27
Madden Securities Corp
NEW366—+366——$74.6K—2026-10-27
Midwest Capital Advisors, LLC
UNCHANGED36336300%$80.9K$74.0K-$6.9K2026-11-04
Pension & Wealth Management Advisors, Inc.
INCREASED362274+88+32%$61.2K$73.9K+$12.8K2026-10-16
Sankala Group LLC
UNCHANGED35835800%$80.3K$72.9K-$7.4K2026-11-09
Planning Strategies Inc.
DECREASED353395-42-11%$88.0K$72.0K-$16.1K2026-10-02
Sherman Asset Management, Inc.
DECREASED348691-343-50%$154.1K$71.1K-$83.1K2026-11-05
Towne Trust Company, N.a
UNCHANGED34734700%$77.3K$70.8K-$6.6K2026-10-28
Clearstead Trust, LLC
DECREASED345696-351-50%$155.1K$70.4K-$84.8K2026-11-06
Miller Global Investments, LLC
UNCHANGED33733700%$75.1K$68.7K-$6.4K2026-10-02
Tounjian Advisory Partners, LLC
INCREASED33113+318+2446%$2.9K$67.5K+$64.6K2026-11-04
Valued Wealth Advisors LLC
DECREASED330373-43-12%$83.1K$67.2K-$15.8K2026-11-05
Tower View Wealth Management LLC
INCREASED326324+2+1%$72.3K$66.5K-$5.8K2026-10-23
Markowski Investments
INCREASED319172+147+85%$38.3K$65.0K+$26.7K2026-10-30
Sarver Vrooman Wealth Advisors
UNCHANGED31731700%$71.0K$64.6K-$6.4K2026-10-01
Centerpoint Advisors, LLC
UNCHANGED31031000%$69.0K$63-$68.9K2026-11-05
Next Level Wealth Planning, LLC
NEW308—+308——$62.8K—2026-10-29
Covestor Ltd
DECREASED308376-68-18%$84.0K$63-$83.9K2026-10-30
Nova Financial LLC
NEW307—+307——$62.6K—2026-11-04
Salomon & Ludwin, LLC
DECREASED307651-344-53%$145.9K$62.6K-$83.3K2026-10-29
TrustBank
DECREASED300400-100-25%$89.2K$61.2K-$28.0K2026-10-20
Tower Trust & Investment Co
DECREASED290295-5-2%$65.7K$59.1K-$6.6K2026-10-28
Morse Asset Management, Inc
UNCHANGED29029000%$64.6K$59.1K-$5.5K2026-11-09
Bank & Trust Co
UNCHANGED28928900%$64.4K$58.9K-$5.5K2026-10-07
True Wealth Design, LLC
DECREASED287348-61-18%$77.5K$58.5K-$19.0K2026-10-13
RHL Group, LLC
INCREASED278239+39+16%$53.3K$56.7K+$3.4K2026-11-04
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
DECREASED277285-8-3%$63.5K$56.5K-$7.0K2026-11-06
Prudent Man Investment Management, Inc.
INCREASED269248+21+8%$54.5K$54.9K+$3662026-11-03
Burk Holdings LLC
DECREASED267294-27-9%$65.5K$54.4K-$11.1K2026-11-05
William Mack & Associates, Inc.
NEW262—+262——$53.3K—2026-10-27
University of Texas S AM Investment Management Co
UNCHANGED26226200%$58.4K$53.4K-$5.0K2026-11-03
Avion Wealth
DECREASED255256-10%$57.0K$52-$56.9K2026-11-04
Gen-Wealth Partners Inc
DECREASED254387-133-34%$86.3K$51.9K-$34.4K2026-11-04
Boyd Watterson Asset Management LLC
UNCHANGED25425400%$56.6K$51.8K-$4.8K2026-11-06
Gladwyn Financial Advisors, Inc.
UNCHANGED25425400%$56.5K$51.7K-$4.8K2026-10-05
Hilltop National Bank
DECREASED243598-355-59%$133.3K$49.6K-$83.7K2026-10-14
SJS Investment Consulting Inc.
INCREASED240237+3+1%$52.8K$48.9K-$3.9K2026-10-26
Plante Moran Financial Advisors, LLC
DECREASED238329-91-28%$73.3K$48.5K-$24.8K2026-11-04
Fortitude Family Office, LLC
INCREASED231200+31+16%$44.6K$47.1K+$2.5K2026-10-14
Byrne Asset Management LLC
UNCHANGED23123100%$51.5K$46.6K-$4.8K2026-10-06
Moisand Fitzgerald Tamayo, LLC
UNCHANGED21921900%$48.8K$44.7K-$4.2K2026-10-15
N.E.W. Advisory Services LLC
INCREASED216203+13+6%$45.2K$44.1K-$1.1K2026-11-09
Financial Management Professionals, Inc.
INCREASED212152+60+39%$33.9K$43.2K+$9.4K2026-10-23
Dhjj Financial Advisors, Ltd.
UNCHANGED21121100%$47.0K$43.0K-$4.0K2026-10-23
Activest Wealth Management
DECREASED205506-301-59%$112.8K$41.8K-$71.0K2026-10-15
SBK Financial, Inc.
UNCHANGED20020000%$44.6K$40.8K-$3.8K2026-11-02
Cherry Tree Wealth Management, LLC
INCREASED193192+1+1%$42.8K$39.3K-$3.5K2026-10-15
Meriwether Wealth & Planning, LLC
NEW192—+192——$39.2K—2026-10-13
Disciplina Capital Management LLC
UNCHANGED18818800%$41.8K$38.4K-$3.4K2026-11-06
J.Safra Asset Management Corp
UNCHANGED18618600%$41.5K$37.9K-$3.5K2026-11-03
Highline Wealth Partners LLC
INCREASED175101+74+73%$22.6K$35.8K+$13.2K2026-10-19
Union Savings Bank
UNCHANGED17517500%$39.0K$35.7K-$3.3K2026-10-14
UMB Private Wealth Management, LLC
NEW172—+172——$35.1K—2026-10-19
Atlantic Edge Private Wealth Management, LLC
INCREASED16612+154+1283%$2.7K$33.9K+$31.2K2026-10-20
Halbert Hargrove Global Advisors, LLC
UNCHANGED16616600%$37.0K$33.9K-$3.1K2026-10-16
Dynamic Wealth Strategies, LLC
UNCHANGED16616600%$37.0K$33.9K-$3.1K2026-10-16
Cape Investment Advisory, Inc.
INCREASED164162+2+1%$36.0K$33.5K-$2.5K2026-10-13
GK Wealth Management LLC
NEW156—+156——$31.8K—2026-10-09
Redwood Park Advisors LLC
INCREASED154153+1+1%$34.1K$31.3K-$2.8K2026-11-02
Balance Wealth Partners LLC
NEW151—+151——$30.8K—2026-10-27
Kennebec Savings Bank
UNCHANGED15015000%$33.4K$30.6K-$2.8K2026-10-22
Blue Bell Private Wealth Management, LLC
INCREASED138100+38+38%$22.3K$28.1K+$5.9K2026-10-29
Main Street Group, LTD
UNCHANGED13713700%$30.5K$27.9K-$2.6K2026-10-28
Mowery & Schoenfeld Wealth Management, LLC
DECREASED132176-44-25%$39.2K$26.9K-$12.3K2026-10-28
Financial Network Wealth Advisors LLC
DECREASED128136-8-6%$30.3K$26.1K-$4.2K2026-10-28
CGC Financial Services, LLC
UNCHANGED12512500%$27.9K$25.5K-$2.4K2026-10-13
Joseph Group Capital Management
DECREASED122148-26-18%$33.0K$24.9K-$8.1K2026-11-04
Arlington Trust Co LLC
UNCHANGED12212200%$27.2K$24.9K-$2.3K2026-10-20
North Point Portfolio Managers Corp
NEW120—+120——$24.5K—2026-10-07
Yankcom Partnership
UNCHANGED12012000%$26.7K$24.5K-$2.3K2026-10-15
Financial Freedom, LLC
NEW117—+117——$23.8K—2026-11-06
Nemes Rush Group LLC
UNCHANGED11611600%$25.9K$23.7K-$2.2K2026-11-04
Carolina Wealth Advisors, LLC
UNCHANGED11511500%$25.6K$23.5K-$2.2K2026-10-23
Roxbury Financial LLC
UNCHANGED11211200%$25.0K$22.9K-$2.1K2026-10-01
Fairway Wealth LLC
UNCHANGED10510500%$23.4K$21.4K-$2.0K2026-10-30
Global Trust Asset Management, LLC
UNCHANGED10210200%$22.7K$20.8K-$1.9K2026-10-19
Blueline Advisors LLC
UNCHANGED10210200%$22.7K$20.8K-$1.9K2026-10-15
Centennial Bank
DECREASED100117-17-15%$26.1K$20.4K-$5.7K2026-11-09
Jnba Financial Advisors
UNCHANGED10010000%$22.3K$20.4K-$1.9K2026-11-03
Blume Capital Management, Inc.
UNCHANGED10010000%$22.3K$20.4K-$1.9K2026-10-26
Hurley Capital, LLC
UNCHANGED10010000%$22.3K$20.4K-$1.9K2026-11-05
PFS Partners, LLC
UNCHANGED10010000%$22.3K$20.4K-$1.9K2026-10-21
Hickory Point Bank & Trust
UNCHANGED10010000%$22.3K$20.4K-$1.9K2026-10-01
Reyes Financial Architecture, Inc.
UNCHANGED10010000%$22.3K$20.4K-$1.9K2026-10-22
Nvest Wealth Strategies, Inc.
UNCHANGED10010000%$22.3K$20.4K-$1.9K2026-10-14
Clark Wealth Partners
INCREASED9998+1+1%$21.8K$20.2K-$1.7K2026-10-19
Louisbourg Investments Inc.
UNCHANGED999900%$22.1K$20.2K-$1.9K2026-10-20
Elevation Wealth Partners, LLC
DECREASED97110-13-12%$24.5K$19.8K-$4.7K2026-10-07
United Community Bank
UNCHANGED939300%$20.7K$19.0K-$1.8K2026-10-28
Greykasell Wealth Strategies, Inc.
UNCHANGED939300%$20.7K$19.0K-$1.8K2026-11-09
Sunrise Financial Services, LLC
UNCHANGED939300%$20.7K$19.0K-$1.8K2026-10-21
Roble, Belko & Company, Inc
DECREASED91124-33-27%$28$19-$92026-11-09
Guinness Asset Management LTD
INCREASED8878+10+13%$17.4K$17.9K+$5602026-11-05
Quest 10 Wealth Builders, Inc.
UNCHANGED878700%$19.4K$17.7K-$1.7K2026-11-02
DT Investment Partners, LLC
UNCHANGED868600%$19.2K$17.5K-$1.6K2026-10-27
Costello Asset Management, Inc
UNCHANGED858500%$18.9K$17.3K-$1.6K2026-10-30
Maryland Capital Advisors Inc.
UNCHANGED828200%$18.3K$16.7K-$1.6K2026-10-15
Essential Partners LLC
UNCHANGED828200%$18.3K$16.7K-$1.6K2026-10-14
Darwin Wealth Management, LLC
UNCHANGED818100%$18.2K$16.6K-$1.5K2026-11-09
Bare Financial Services, Inc
DECREASED7990-11-12%$20.1K$16.1K-$4.0K2026-11-04
Bell Investment Advisors, Inc
DECREASED76157-81-52%$35.0K$15.5K-$19.5K2026-10-29
Lynch Investment Planning, LLC
NEW75—+75——$15.3K—2026-10-27
American Capital Advisory, LLC
DECREASED7281-9-11%$18.0K$14.7K-$3.3K2026-10-28
LFA - Lugano Financial Advisors SA
UNCHANGED727200%$16.0K$14.7K-$1.4K2026-11-03
Ares Financial Consulting, LLC
UNCHANGED717100%$15.8K$14.5K-$1.3K2026-10-19
Bay Harbor Wealth Management, LLC
INCREASED6857+11+19%$12.7K$13.9K+$1.2K2026-11-03
Guardian Partners Inc.
UNCHANGED686800%$15.2K$13.9K-$1.3K2026-10-21
Team Financial Group, LLC
NEW66—+66——$13.5K—2026-10-30
Creative Capital Management Investments LLC
INCREASED6547+18+38%$10.5K$13.3K+$2.8K2026-10-28
Elevated Capital Advisors, LLC
UNCHANGED656500%$14.5K$13.3K-$1.2K2026-11-04
CrossGen Wealth, LLC
UNCHANGED646400%$14.2K$13.0K-$1.1K2026-10-30
Vima LLC
INCREASED6059+1+2%$13.3K$12.2K-$1.1K2026-10-23
Key Capital Management, Inc
INCREASED5750+7+14%$11.1K$11.6K+$4792026-11-03
Kozak & Associates, Inc.
DECREASED524,052-4,000-99%$908.0K$11.7K-$896.3K2026-10-29
Pacific Center for Financial Services
INCREASED5251+1+2%$11.4K$10.5K-$9262026-10-15
Aspect Partners, LLC
DECREASED5152-1-2%$11.6K$10.4K-$1.2K2026-10-20
Hilton Head Capital Partners, LLC
UNCHANGED515100%$11.4K$10.4K-$9672026-10-23
Country Trust Bank
DECREASED5098-48-49%$21.8K$10.2K-$11.6K2026-10-30
General Partner, Inc.
UNCHANGED474700%$10.5K$9.6K-$8912026-10-05
Access Investment Management LLC
UNCHANGED474700%$10.5K$9.6K-$8912026-10-23
Strengthening Families & Communities, LLC
DECREASED4445-1-2%$10.0K$9.0K-$1.0K2026-10-21
Alerus Financial NA
UNCHANGED424200%$9.4K$8.6K-$7962026-11-09
KFG LLC
NEW41—+41——$8.4K—2026-11-02
Phillip James Consulting Co.
UNCHANGED404000%$8.9K$8.2K-$7582026-11-03
Park Square Financial Group, LLC
DECREASED3943-4-9%$9.6K$8.0K-$1.6K2026-11-09
RMG Wealth Management LLC
UNCHANGED373700%$8.4K$8.9K+$4792026-10-26
Accordant Advisory Group Inc
UNCHANGED363600%$8.0K$7.3K-$6822026-10-29
Baer Investment Advisory LLC
NEW35—+35——$7.1K—2026-10-13
Proathlete Wealth Management LLC
NEW35—+35——$7.1K—2026-10-15
Alpine Bank Wealth Management
DECREASED35140-105-75%$31.2K$7.1K-$24.1K2026-10-16
Holos Integrated Wealth LLC
DECREASED3567-32-48%$15.9K$7.9K-$8.0K2026-10-23
DiNuzzo Private Wealth, Inc.
INCREASED3433+1+3%$7.4K$6.9K-$4222026-10-16
Downshift Financial, LLC
UNCHANGED343400%$7.6K$6.9K-$6452026-10-13
Indiana Trust & Investment Management Co
UNCHANGED333300%$7.4K$6.7K-$6262026-10-22
Luken Investment Analytics, LLC
UNCHANGED333300%$7.4K$6.7K-$6262026-11-06
Atlas Capital Advisors Inc.
UNCHANGED323200%$7.1K$80.8K+$73.7K2026-11-09
Ascentis Wealth Management, LLC
DECREASED29223-194-87%$49.7K$5.9K-$43.8K2026-11-03
Davis Capital Management
DECREASED2959-30-51%$13.2K$5.9K-$7.2K2026-10-08
Cranbrook Wealth Management, LLC
UNCHANGED282800%$6.1K$5.6K-$4962026-10-28
James T. Borello RIA
DECREASED2796-69-72%$21.4K$5.5K-$15.9K2026-10-16
Addison Advisors LLC
UNCHANGED262600%$5.8K$5.3K-$4932026-11-06
Bradley & Co. Private Wealth Management, LLC
UNCHANGED262600%$5.8K$5.3K-$4932026-10-23
St. Johns Investment Management Company, LLC
UNCHANGED252500%$5.6K$5.1K-$4742026-10-30
Smallwood Wealth Investment Management, LLC
UNCHANGED252500%$5.6K$5.1K-$4742026-10-30
Private Wealth Management Group, LLC
UNCHANGED242400%$5.4K$4.9K-$4552026-10-19
Contravisory Investment Management, Inc.
NEW23—+23——$4.7K—2026-10-13
Peterson Wealth Services
UNCHANGED212100%$4.6K$4.2K-$3722026-10-26
1620 Investment Advisors, Inc.
UNCHANGED191900%$4.2K$3.9K-$3612026-11-04
Tsfg, LLC
DECREASED16855-839-98%$191.0K$3-$191.0K2026-10-23
Maseco LLP
NEW15—+15——$3.1K—2026-10-27
Horizon Financial Services, LLC
INCREASED153+12+400%$669$3.1K+$2.4K2026-11-04
Bear Mountain Capital, Inc.
UNCHANGED151500%$3.5K$3.4K-$1112026-11-04
Tidemark, LLC
INCREASED147+7+100%$1.6K$2.9K+$1.3K2026-11-09
Rakuten Securities, Inc.
INCREASED1312+1+8%$2.7K$2.7K-$242026-11-02
Walsh & Associates, LLC
NEW12—+12——$2.4K—2026-11-09
Evolution Wealth Management Inc.
DECREASED1297-85-88%$21.6K$2.4K-$19.2K2026-10-28
Lloyd Advisory Services, Llc.
NEW11—+11——$2.2K—2026-11-02
Clayton Financial Group LLC
NEW10—+10——$2.1K—2026-10-13
Investment Research & Advisory Group, Inc.
NEW10—+10——$6.3K—2026-10-19
Mainstream Capital Management LLC
NEW10—+10——$2.0K—2026-10-23
Three Bridge Wealth Advisors, LLC
NEW9—+9——$1.8K—2026-11-05
Barnes Dennig Private Wealth Management LLC
UNCHANGED9900%$2.0K$1.8K-$1712026-10-30
Entrust Financial LLC
UNCHANGED9900%$2.0K$1.8K-$1702026-11-04
Retirement Wealth Solutions LLC
NEW8—+8——$1.6K—2026-10-07
Navigoe, LLC
INCREASED86+2+33%$1$1$02026-11-04
POM Investment Strategies, LLC
UNCHANGED8800%$1.8K$1.7K-$1462026-10-20
Portfolio Resources Advisor Group, Inc.
NEW7—+7——$1.4K—2026-10-20
John Boyer, Inc.
NEW7—+7——$1.4K—2026-10-27
Signature Resources Capital Management, LLC
DECREASED79-2-22%$2.0K$1.4K-$5792026-10-16
Olistico Wealth, LLC
UNCHANGED6600%$1.3K$1.2K-$1132026-10-05
Noble Wealth Management PBC
INCREASED53+2+67%$669$1.0K+$3512026-10-01
Winthrop Capital Management, LLC
UNCHANGED4400%$1$816+$8152026-11-05
Mosley Wealth Management
UNCHANGED4400%$892$897+$52026-10-16
Picton Mahoney Asset Management
NEW2—+2——$407—2026-11-09
Monetary Solutions, Ltd
NEW1—+1——$204—2026-10-22
Vestor Capital, LLC
CLOSED079,139-79,139-100%$27.2K$0-$27.2K2026-11-04
Greystone Financial Group, LLC
CLOSED033,955-33,955-100%$7.6M$0-$7.6M2026-10-26
Strategic Planning Group, LLC
CLOSED025,760-25,760-100%$5.7M$0-$5.7M2026-10-22
Legacy Financial Independent Advisors LLC
CLOSED020,894-20,894-100%$4.7M$0-$4.7M2026-11-02
Graphene Investments SAS
CLOSED016,300-16,300-100%$3.6M$0-$3.6M2026-10-22
Iowa State Bank
CLOSED013,494-13,494-100%$3.0M$0-$3.0M2026-10-06
Jefferies Financial Group Inc.
CLOSED011,899-11,899-100%$2.7M$0-$2.7M2026-11-05
VCI Wealth Management LLC
CLOSED09,796-9,796-100%$2.2M$0-$2.2M2026-10-29
Wellington Shields & Co., LLC
CLOSED09,435-9,435-100%$2.1M$0-$2.1M2026-11-03
Founders Financial Securities LLC
CLOSED07,458-7,458-100%$1.7M$0-$1.7M2026-10-28
Lebenthal Global Advisors, LLC
CLOSED06,447-6,447-100%$1.4M$0-$1.4M2026-10-28
RMR Wealth Builders
CLOSED05,942-5,942-100%$1.3M$0-$1.3M2026-10-22
Howland Capital Management LLC
CLOSED04,054-4,054-100%$903.5K$0-$903.5K2026-10-22
Dana Investment Advisors, Inc.
CLOSED02,621-2,621-100%$584.2K$0-$584.2K2026-11-06
Factor Wealth Management LTD
CLOSED02,458-2,458-100%$547.8K$0-$547.8K2026-10-08
Gallacher Capital Management LLC
CLOSED02,333-2,333-100%$520.0K$0-$520.0K2026-10-30
Wellington Shields Capital Management, LLC
CLOSED02,270-2,270-100%$505.9K$0-$505.9K2026-11-03
Laurion Capital Management LP
CLOSED02,014-2,014-100%$448.9K$0-$448.9K2026-10-30
Illinois Municipal Retirement Fund
CLOSED01,972-1,972-100%$439.5K$0-$439.5K2026-11-05
Beacon Bank & Trust
CLOSED01,811-1,811-100%$403.6K$0-$403.6K2026-10-27
111 Capital
CLOSED01,684-1,684-100%$375.3K$0-$375.3K2026-11-03
Brick & Kyle, Associates
CLOSED01,625-1,625-100%$373.4K$0-$373.4K2026-11-05
SBE LLC DBA Cedar Cove Wealth Partners
CLOSED01,596-1,596-100%$355.6K$0-$355.6K2026-10-15
Total Clarity Wealth Management, Inc.
CLOSED01,565-1,565-100%$348.7K$0-$348.7K2026-10-26
Marion Wealth Management
CLOSED01,291-1,291-100%$287.7K$0-$287.7K2026-10-22
Gratus Wealth Advisors, LLC
CLOSED01,268-1,268-100%$282.6K$0-$282.6K2026-10-26
GenTrust, LLC
CLOSED01,209-1,209-100%$269.4K$0-$269.4K2026-11-06
SmartHarvest Portfolios, LLC
CLOSED01,203-1,203-100%$268.2K$0-$268.2K2026-10-26
Parcion Private Wealth LLC
CLOSED01,185-1,185-100%$264.1K$0-$264.1K2026-10-28
American Institute for Advanced Investment Management, LLP
CLOSED01,185-1,185-100%$264.1K$0-$264.1K2026-11-03
Clearwave Capital, LLC
CLOSED01,149-1,149-100%$256.0K$0-$256.0K2026-10-27
Argus Investors' Counsel, Inc.
CLOSED01,141-1,141-100%$254.3K$0-$254.3K2026-10-09
OmniStar Financial Group, Inc.
CLOSED01,139-1,139-100%$254.0K$0-$254.0K2026-10-26
GGM Financial LLC
CLOSED01,124-1,124-100%$250.4K$0-$250.4K2026-11-05
Revolve Wealth Partners, LLC
CLOSED01,093-1,093-100%$243.7K$0-$243.7K2026-10-23
James Hambro & Partners LLP
CLOSED01,090-1,090-100%$242.8K$0-$242.8K2026-10-19
Congress Park Capital LLC
CLOSED01,025-1,025-100%$228.5K$0-$228.5K2026-10-13
Insight Wealth Strategies, LLC
CLOSED01,024-1,024-100%$229.5K$0-$229.5K2026-10-09
Warren Street Wealth Advisors, LLC
CLOSED01,023-1,023-100%$228.0K$0-$228.0K2026-11-04
Kanawha Capital Management LLC
CLOSED0989-989-100%$220.4K$0-$220.4K2026-10-19
Stableford Capital II LLC
CLOSED0983-983-100%$219.1K$0-$219.1K2026-10-09
Victory Financial Group, LLC
CLOSED0965-965-100%$215.1K$0-$215.1K2026-10-27
Elevatus Welath Management
CLOSED0961-961-100%$214.2K$0-$214.2K2026-10-19
WealthBridge Capital Management, LLC
CLOSED0951-951-100%$212.0K$0-$212.0K2026-10-16
Greenfield Seitz Capital Management, LLC
CLOSED0944-944-100%$210.4K$0-$210.4K2026-10-29
FF Advisors,LLC
CLOSED0941-941-100%$209.7K$0-$209.7K2026-10-21
Lowe Brockenbrough & Co Inc
CLOSED0939-939-100%$209.3K$0-$209.3K2026-11-09
First Heartland Consultants, Inc.
CLOSED0936-936-100%$208.7K$0-$208.7K2026-10-08
Sigma Investment Counselors Inc
CLOSED0928-928-100%$206.9K$0-$206.9K2026-10-27
TMB Capital Partners, LLC
CLOSED0927-927-100%$206.6K$0-$206.6K2026-10-20
Wedge Capital Management L L P
CLOSED0926-926-100%$206.4K$0-$206.4K2026-10-13
BCS Wealth Management
CLOSED0925-925-100%$206.2K$0-$206.2K2026-11-03
Symmetry Partners, LLC
CLOSED0916-916-100%$204.2K$0-$204.2K2026-10-27
Endeavor Private Wealth, Inc.
CLOSED0915-915-100%$204.0K$0-$204.0K2026-11-05
Beacon Financial Advisory LLC
CLOSED0912-912-100%$203.3K$0-$203.3K2026-10-16
Five Oceans Advisors
CLOSED0911-911-100%$203.0K$0-$203.0K2026-10-22
Financial Futures Ltd Liability Co.
CLOSED0911-911-100%$203.0K$0-$203.0K2026-10-13
Marathon Capital Management
CLOSED0910-910-100%$202.8K$0-$202.8K2026-10-23
Sloy Dahl & Holst, LLC
CLOSED0910-910-100%$202.8K$0-$202.8K2026-10-14
Hamilton Capital, LLC
CLOSED0910-910-100%$202.8K$0-$202.8K2026-10-08
Stewardship Concepts Financial Services LLC
CLOSED0904-904-100%$201.6K$0-$201.6K2026-10-06
Grey Ledge Advisors, LLC
CLOSED0901-901-100%$200.8K$0-$200.8K2026-11-02
Delta Financial Advisors LLC
CLOSED0900-900-100%$200.6K$0-$200.6K2026-10-27
Biltmore Wealth Management, LLC
CLOSED0900-900-100%$200.6K$0-$200.6K2026-10-09
Vermillion Wealth Management, Inc.
CLOSED0794-794-100%$176.9K$0-$176.9K2026-10-26
LifeSteps Financial, Inc.
CLOSED0550-550-100%$122.6K$0-$122.6K2026-10-15
Park Place Capital Corp
CLOSED0475-475-100%$105.9K$0-$105.9K2026-11-09
Thompson Investment Management, Inc.
CLOSED0300-300-100%$66.9K$0-$66.9K2026-10-14
LSV Asset Management
CLOSED0200-200-100%$45.0K$0-$45.0K2026-11-06
Atlatl Advisers LLC
CLOSED0188-188-100%$41.9K$0-$41.9K2026-10-22
Bayforest Capital Ltd
CLOSED0183-183-100%$40.8K$0-$40.8K2026-11-03
Cornerstone Planning Group LLC
CLOSED0128-128-100%$30.3K$0-$30.3K2026-10-16
Gill Capital Partners, LLC
CLOSED061-61-100%$13.6K$0-$13.6K2026-10-13
Marquette Asset Management, LLC
CLOSED037-37-100%$8.2K$0-$8.2K2026-10-09
Brooklyn FI, LLC
CLOSED012-12-100%$2.8K$0-$2.8K2026-11-05
Stone House Investment Management, LLC
CLOSED011-11-100%$2.5K$0-$2.5K2026-10-23
Robinswood Financial LLC
CLOSED010-10-100%$2.2K$0-$2.2K2026-10-20
Breakwater Investment Management
CLOSED09-9-100%$2.0K$0-$2.0K2026-10-20
Whipplewood Advisors, LLC
CLOSED07-7-100%$1.6K$0-$1.6K2026-10-20
Highland Investment Advisors LLC
CLOSED01-1-100%$223$0-$2232026-11-09
Spectrum Wealth Advisory Group, LLC
CLOSED01-1-100%$225$0-$2252026-10-29
Prairie Wealth Advisors, Inc.
UNCHANGED000—$380.9K$348.5K-$32.4K2026-10-29
Illumine Investment Management, LLC
UNCHANGED000—$653.9K$598.3K-$55.6K2026-10-22
BlackRock, Inc.
N/A—30,733,944-30,733,944-100%$6.8B———
Gates Foundation Trust
N/A—26,720,744-26,720,744-100%$6.0B———
Vanguard Capital Management LLC
N/A—25,179,716-25,179,716-100%$5.6B———
State Street Corp
N/A—18,008,931-18,008,931-100%$4.0B———
Capital Research Global Investors
N/A—10,438,136-10,438,136-100%$2.3B———
Vanguard Portfolio Management LLC
N/A—10,121,428-10,121,428-100%$2.3B———
Ameriprise Financial Inc
N/A—7,086,113-7,086,113-100%$1.6B———
Morgan Stanley
N/A—6,584,906-6,584,906-100%$1.5B———
Norges Bank
N/A—4,771,642-4,771,642-100%$1.1B———
Royal Bank of Canada
N/A—4,739,983-4,739,983-100%$1.1B———
Wells Fargo & Company
N/A—4,335,084-4,335,084-100%$966.2M———
Northern Trust Corp
N/A—3,759,398-3,759,398-100%$837.9M———
Goldman Sachs Group Inc
N/A—3,598,308-3,598,308-100%$802.0M———
Bank of America Corp
N/A—3,124,403-3,124,403-100%$696.4M———
UBS Asset Management Americas LLC
N/A—3,121,427-3,121,427-100%$695.7M———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—2,753,631-2,753,631-100%$613.7M———
Legal & General Group Plc
N/A—2,680,349-2,680,349-100%$597.4M———
Clearbridge Investments, LLC
N/A—2,433,136-2,433,136-100%$542.3M———
Charles Schwab Investment Management Inc
N/A—2,348,368-2,348,368-100%$523.4M———
JPMorgan Chase & Co
N/A—2,250,680-2,250,680-100%$502.7M———
Vanguard Fiduciary Trust Co
N/A—2,113,039-2,113,039-100%$471.0M———
Stifel Financial Corp
N/A—2,014,127-2,014,127-100%$448.9M———
Invesco Ltd.
N/A—1,994,190-1,994,190-100%$444.5M———
Raymond James Financial Inc
N/A—1,862,554-1,862,554-100%$415.1M———
UBS Group AG
N/A—1,819,299-1,819,299-100%$405.5M———
Brown Brothers Harriman & Co
N/A—1,603,571-1,603,571-100%$357.4M———
Morgan Stanley Institutional Investment Advisors LLC
N/A—1,446,874-1,446,874-100%$322.5M———
Storebrand Asset Management AS
N/A—1,387,852-1,387,852-100%$309.3M———
Nuveen, LLC
N/A—1,361,229-1,361,229-100%$303.4M———
Lazard Asset Management LLC
N/A—1,339,600-1,339,600-100%$298.6M———
Two Sigma Investments, LP
N/A—1,333,794-1,333,794-100%$297.3M———
Price T Rowe Associates Inc
N/A—1,208,590-1,208,590-100%$269.4M———
Diamond Hill Capital Management, LLC (Investment Advisor)
N/A—1,176,163-1,176,163-100%$262.1M———
Swiss National Bank
N/A—1,136,500-1,136,500-100%$253.3M———
Arrowstreet Capital, Limited Partnership
N/A—1,017,948-1,017,948-100%$226.9M———
Envestnet Asset Management Inc
N/A—994,209-994,209-100%$221.6M———
National Pension Service
N/A—987,238-987,238-100%$220.0M———
Capital International Investors
N/A—949,990-949,990-100%$211.7M———
HSBC Holdings PLC
N/A—945,993-945,993-100%$210.9M———
Neuberger Berman Group LLC
N/A—929,385-929,385-100%$207.1M———
FMR LLC
N/A—849,535-849,535-100%$189.3M———
BNP Paribas Financial Markets
N/A—818,814-818,814-100%$182.5M———
Vanguard Global Advisers, LLC
N/A—800,490-800,490-100%$178.4M———
Alyeska Investment Group, L.P.
N/A—791,179-791,179-100%$176.3M———
Vanguard Asset Management, Ltd
N/A—740,004-740,004-100%$164.9M———
Scotia Capital Inc.
N/A—725,423-725,423-100%$161.7M———
Rhumbline Advisers
N/A—716,772-716,772-100%$159.8M———
Alliancebernstein L.P.
N/A—714,993-714,993-100%$164.3M———
Natixis Advisors, LLC
N/A—649,563-649,563-100%$144.8M———
California Public Employees Retirement System
N/A—642,826-642,826-100%$143.3M———
Jensen Investment Management Inc
N/A—631,052-631,052-100%$140.6M———
Citadel Advisors LLC
N/A—618,511-618,511-100%$137.9M———
National Bank of Canada
N/A—609,254-609,254-100%$135.7M———
Voya Investment Management LLC
N/A—604,580-604,580-100%$134.7M———
Saturna Capital Corp
N/A—595,907-595,907-100%$135.0M———
Mairs & Power Inc
N/A—591,025-591,025-100%$131.7M———
Ensign Peak Advisors, Inc
N/A—571,585-571,585-100%$127.4M———
Johnson Investment Counsel Inc
N/A—569,714-569,714-100%$127.0M———
Cerity Partners LLC
N/A—566,718-566,718-100%$126.3M———
Mariner, LLC
N/A—557,180-557,180-100%$124.2M———
Lord, Abbett & Co. LLC
N/A—549,365-549,365-100%$122.4M———
BNP Paribas Asset Management Holding S.A.
N/A—548,530-548,530-100%$122.3M———
California State Teachers Retirement System
N/A—546,798-546,798-100%$121.9M———
Jones Financial Companies Lllp
N/A—534,667-534,667-100%$120.6M———
Empower Advisory Group, LLC
N/A—516,221-516,221-100%$115.1M———
Nomura Asset Management Co LTD
N/A—514,783-514,783-100%$114.7M———
Massachusetts Financial Services Co
N/A—510,232-510,232-100%$117.1M———
Jane Street Group, LLC
N/A—507,276-507,276-100%$113.1M———
Focus Partners Wealth
N/A—506,105-506,105-100%$112.8M———
Blair William & Co
N/A—491,328-491,328-100%$109.5M———
Schroder Investment Management Group
N/A—477,125-477,125-100%$106.6M———
Rathbones Group PLC
N/A—467,312-467,312-100%$104.2M———
Credit Agricole S A
N/A—455,683-455,683-100%$101.6M———
CIBC Bancorp USA Inc.
N/A—453,541-453,541-100%$101.1M———
New York State Common Retirement Fund
N/A—444,068-444,068-100%$99.0M———
Canada Pension Plan Investment Board
N/A—415,212-415,212-100%$92.5M———
APG Asset Management N.V.
N/A—413,432-413,432-100%$80.6M———
Cetera Investment Advisers
N/A—395,696-395,696-100%$88.2M———
AQR Capital Management LLC
N/A—394,476-394,476-100%$87.7M———
Allianz Asset Management GmbH
N/A—393,559-393,559-100%$87.7M———
Quantinno Capital Management LP
N/A—392,124-392,124-100%$87.4M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—379,098-379,098-100%$84.5M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—377,465-377,465-100%$84.1M———
Guggenheim Capital LLC
N/A—367,297-367,297-100%$81.9M———
Clark Capital Management Group, Inc.
N/A—365,578-365,578-100%$81.5M———
Franklin Resources Inc
N/A—360,024-360,024-100%$80.2M———
Aviva PLC
N/A—345,446-345,446-100%$77.0M———
Canada Life Assurance Co
N/A—341,697-341,697-100%$76.0M———
First Trust Advisors LP
N/A—333,128-333,128-100%$74.2M———
Susquehanna Fundamental Investments, LLC
N/A—323,863-323,863-100%$72.2M———
Bartlett & Co. Wealth Management LLC
N/A—312,393-312,393-100%$69.6M———
State Board of Administration of Florida Retirement System
N/A—310,911-310,911-100%$69.3M———
Janney Montgomery Scott LLC
N/A—310,008-310,008-100%$69.1M———
HighTower Advisors, LLC
N/A—305,437-305,437-100%$68.1M———
Primecap Management Co
N/A—299,000-299,000-100%$66.6M———
Baird Financial Group, Inc.
N/A—294,428-294,428-100%$65.6M———
Mitsubishi UFJ Trust & Banking Corp
N/A—287,807-287,807-100%$64.1M———
KLP Kapitalforvaltning AS
N/A—283,053-283,053-100%$63.1M———
Millennium Management LLC
N/A—273,928-273,928-100%$61.1M———
Commerce Bank
N/A—273,130-273,130-100%$60.9M———
EP Wealth Advisors, LLC
N/A—271,016-271,016-100%$60.4M———
SG Americas Securities, LLC
N/A—269,049-269,049-100%$60.0M———
Korea Investment Corp
N/A—261,280-261,280-100%$58.2M———
TD Asset Management Inc
N/A—256,759-256,759-100%$57.2M———
SEI Investments Co
N/A—254,569-254,569-100%$56.7M———
CIBC World Market Inc.
N/A—253,181-253,181-100%$56.4M———
Jupiter Topco LLC
N/A—249,179-249,179-100%$55.5M———
Haverford Trust Co
N/A—243,156-243,156-100%$54.2M———
Edmond de Rothschild Holding S.A.
N/A—242,954-242,954-100%$54.1M———
Berkshire Asset Management LLC
N/A—239,938-239,938-100%$53.5M———
Sequoia Financial Advisors, LLC
N/A—233,493-233,493-100%$52.0M———
Wellington Management Group LLP
N/A—230,830-230,830-100%$51.4M———
Adage Capital Partners GP, L.L.C.
N/A—226,589-226,589-100%$50.5M———
Zimmer Partners, LP
N/A—225,000-225,000-100%$50.1M———
Osaic Holdings, Inc.
N/A—221,616-221,616-100%$49.4M———
State of Wisconsin Investment Board
N/A—214,720-214,720-100%$47.9M———
Employees Retirement System of Texas
N/A—213,839-213,839-100%$47.7M———
Rockefeller Capital Management L.P.
N/A—212,952-212,952-100%$47.5M———
Intermede Investment Partners Ltd
N/A—212,930-212,930-100%$47.7M———
Vanguard Investments Australia, Ltd.
N/A—204,757-204,757-100%$45.6M———
Investment Management Corp of Ontario
N/A—201,702-201,702-100%$45.0M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—198,706-198,706-100%$44.3M———
Capital Advisors Inc
N/A—196,352-196,352-100%$43.8M———
Royal London Asset Management LTD
N/A—194,386-194,386-100%$43.3M———
YCG, LLC
N/A—192,912-192,912-100%$43.0M———
Manufacturers Life Insurance Company, the
N/A—192,154-192,154-100%$42.8M———
Hancock Whitney Corp
N/A—185,390-185,390-100%$41.3M———
M&T Bank Corp
N/A—185,059-185,059-100%$41.2M———
Mirova
N/A—184,679-184,679-100%$41.2M———
Chevy Chase Trust Holdings, LLC
N/A—178,789-178,789-100%$39.8M———
Banco Santander, S.A.
N/A—177,596-177,596-100%$39.6M———
Gabelli Funds LLC
N/A—176,200-176,200-100%$39.3M———
ExodusPoint Capital Management, LP
N/A—176,029-176,029-100%$39.2M———
Tredje Ap-fonden
N/A—175,321-175,321-100%$39.1M———
Prudential Financial Inc
N/A—175,118-175,118-100%$39.0M———
Partners Group Holding AG
N/A—169,284-169,284-100%$37.7M———
Susquehanna International Group, LLP
N/A—167,673-167,673-100%$37.4M———
Renaissance Technologies LLC
N/A—166,400-166,400-100%$37.1M———
Toronto Dominion Bank
N/A—165,958-165,958-100%$37.0M———
Stock Yards Bank & Trust Co
N/A—164,569-164,569-100%$36.7M———
Victory Capital Management Inc
N/A—158,978-158,978-100%$35.4M———
Treasurer of the State of North Carolina
N/A—158,546-158,546-100%$35.3M———
Blue Whale Capital LLP
N/A—157,721-157,721-100%$35.2M———
Peapack Gladstone Financial Corp
N/A—155,373-155,373-100%$34.6M———
State of Tennessee, Department of Treasury
N/A—150,685-150,685-100%$33.6M———
Systematic Alpha Investments, LLC
N/A—149,216-149,216-100%$33.3M———
Resona Asset Management Co.,Ltd.
N/A—148,904-148,904-100%$33.2M———
Fairview Capital Investment Management, LLC
N/A—148,388-148,388-100%$33.1M———
FIL Ltd
N/A—148,265-148,265-100%$33.0M———
Man Group plc
N/A—145,473-145,473-100%$32.4M———
DnB Asset Management AS
N/A—144,237-144,237-100%$32.1M———
Public Employees Retirement System of Ohio
N/A—142,701-142,701-100%$31.8M———
Blue Chip Partners, LLC
N/A—140,108-140,108-100%$31.2M———
Pinnacle Financial Partners, Inc.
N/A—138,190-138,190-100%$30.8M———
Destination Wealth Management
N/A—137,479-137,479-100%$30.6M———
Federation des caisses Desjardins du Quebec
N/A—132,134-132,134-100%$29.4M———
Waverly Advisors, LLC
N/A—132,053-132,053-100%$29.4M———
Captrust Financial Advisors
N/A—131,418-131,418-100%$29.3M———
Gamco Investors, Inc. ET AL
N/A—125,843-125,843-100%$28.0M———
Erste Asset Management GmbH
N/A—124,707-124,707-100%$27.8M———
MAI Capital Management
N/A—123,845-123,845-100%$27.6M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—122,163-122,163-100%$27.2M———
Lombard Odier Asset Management (Europe) Ltd
N/A—120,210-120,210-100%$26.8M———
Qube Research & Technologies Ltd
N/A—119,185-119,185-100%$26.6M———
Worldquant Millennium Advisors LLC
N/A—115,970-115,970-100%$25.8M———
Impax Asset Management Group plc
N/A—115,257-115,257-100%$25.7M———
MML Investors Services, LLC
N/A—115,207-115,207-100%$25.7M———
Fundsmith Investment Services Ltd.
N/A—114,984-114,984-100%$25.6M———
Stephens Inc
N/A—114,842-114,842-100%$25.6M———
Titan Investment Solutions Ltd
N/A—113,585-113,585-100%$25.3M———
O'shaughnessy Asset Management, LLC
N/A—112,529-112,529-100%$25.1M———
Marshall Wace, LLP
N/A—112,009-112,009-100%$25.0M———
Guardian Capital LP
N/A—110,620-110,620-100%$24.7M———
Teacher Retirement System of Texas
N/A—109,444-109,444-100%$24.4M———
&partners
N/A—108,784-108,784-100%$24.2M———
Liberty One Investment Management, LLC
N/A—106,662-106,662-100%$23.8M———
NewEdge Advisors, LLC
N/A—105,928-105,928-100%$23.6M———
Brown Advisory Inc
N/A—103,457-103,457-100%$23.1M———
Bank of Nova Scotia
N/A—103,222-103,222-100%$23.1M———
HRT Financial LP
N/A—101,066-101,066-100%$22.5M———
Nomura Holdings Inc
N/A—100,526-100,526-100%$22.4M———
ING Groep NV
N/A—99,749-99,749-100%$22.2M———
Benjamin Edwards Inc
N/A—97,682-97,682-100%$21.8M———
Kayne Anderson Rudnick Investment Management LLC
N/A—95,974-95,974-100%$21.4M———
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
N/A—92,659-92,659-100%$20.7M———
MetLife Investment Management, LLC
N/A—88,504-88,504-100%$19.7M———
Private Advisor Group, LLC
N/A—86,185-86,185-100%$19.2M———
Nissay Asset Management Corp N
N/A—86,138-86,138-100%$19.2M———
Martingale Asset Management L P
N/A—85,460-85,460-100%$19.0M———
Tocqueville Asset Management L.P.
N/A—85,223-85,223-100%$19.0M———
Daiichi Life Insurance Co., Ltd.
N/A—84,534-84,534-100%$18.8M———
Woodbridge Co LTD
N/A—82,700-82,700-100%$18.4M———
Woodline Partners LP
N/A—82,547-82,547-100%$18.4M———
USS Investment Management Ltd
N/A—82,258-82,258-100%$18.3M———
Vinva Investment Management Ltd
N/A—80,576-80,576-100%$18.0M———
Van Eck Associates Corp
N/A—79,805-79,805-100%$17.8M———
Sumitomo Life Insurance Co
N/A—79,441-79,441-100%$17.7M———
Goodman Financial Corp
N/A—78,720-78,720-100%$17.5M———
Dakota Wealth Management
N/A—78,455-78,455-100%$17.5M———
Sanctuary Advisors, LLC
N/A—78,370-78,370-100%$17.5M———
American Century Companies Inc
N/A—74,858-74,858-100%$16.7M———
Tidal Investments LLC
N/A—74,348-74,348-100%$16.6M———
CCM Investment Advisers LLC
N/A—74,059-74,059-100%$16.5M———
Orion Porfolio Solutions, LLC
N/A—69,211-69,211-100%$15.4M———
Ilmarinen Mutual Pension Insurance Co
N/A—67,484-67,484-100%$15.0M———
CI Investments Inc.
N/A—67,346-67,346-100%$15.0M———
Mercer Global Advisors Inc
N/A—65,041-65,041-100%$14.5M———
Trexquant Investment LP
N/A—64,596-64,596-100%$14.4M———
Lombard Odier Asset Management (Switzerland) SA
N/A—64,435-64,435-100%$14.4M———
Varma Mutual Pension Insurance Co
N/A—64,230-64,230-100%$14.3M———
Atlantic Union Bankshares Corp
N/A—62,859-62,859-100%$14.0M———
Commerzbank Aktiengesellschaft
N/A—61,606-61,606-100%$13.7M———
Pathstone Holdings, LLC
N/A—61,582-61,582-100%$13.8M———
Colonial Trust Advisors
N/A—61,406-61,406-100%$13.7M———
British Columbia Investment Management Corp
N/A—60,452-60,452-100%$13.5M———
Northwestern Mutual Wealth Management Co
N/A—59,996-59,996-100%$13.4M———
Vanguard Personalized Indexing Management, LLC
N/A—59,915-59,915-100%$13.4M———
Banque Cantonale Vaudoise
N/A—59,094-59,094-100%$13.2M———
Miramar Capital, LLC
N/A—58,612-58,612-100%$13.1M———
Advisors Asset Management, Inc.
N/A—58,173-58,173-100%$13.0M———
QRG Capital Management, Inc.
N/A—57,846-57,846-100%$12.9M———
Federated Hermes, Inc.
N/A—57,532-57,532-100%$12.8M———
RBO & Co LLC
N/A—57,512-57,512-100%$12.8M———
Utah Retirement Systems
N/A—56,511-56,511-100%$12.6M———
Mediolanum International Funds Ltd
N/A—55,915-55,915-100%$12.5M———
Public Sector Pension Investment Board
N/A—55,886-55,886-100%$12.5M———
Connors Investor Services Inc
N/A—55,785-55,785-100%$12.4M———
Cresset Asset Management, LLC
N/A—55,585-55,585-100%$12.4M———
Envestnet Portfolio Solutions, Inc.
N/A—53,766-53,766-100%$12.0M———
Groupe la Francaise
N/A—52,215-52,215-100%$11.3M———
Empowered Funds, LLC
N/A—52,019-52,019-100%$11.6M———
SIT Investment Associates Inc
N/A—51,075-51,075-100%$11.4M———
United Bank
N/A—50,811-50,811-100%$11.3M———
Public Employees Retirement Association of Colorado
N/A—50,710-50,710-100%$11.3M———
Verition Fund Management LLC
N/A—50,389-50,389-100%$11.2M———
Steward Partners Investment Advisory, LLC
N/A—50,159-50,159-100%$11.2M———
F/m Investments LLC
N/A—50,042-50,042-100%$11.2M———
Hemenway Trust Co LLC
N/A—49,086-49,086-100%$10.9M———
Pinebridge Investments LLC
N/A—49,012-49,012-100%$10.9M———
Prudential PLC
N/A—47,935-47,935-100%$10.7M———
Allianz SE
N/A—47,633-47,633-100%$10.6M———
Gotham Asset Management, LLC
N/A—47,014-47,014-100%$10.5M———
Hayek Kallen Investment Management
N/A—46,746-46,746-100%$10.4M———
Banque Transatlantique SA
N/A—46,685-46,685-100%$10.4M———
Integrated Wealth Concepts LLC
N/A—46,398-46,398-100%$10.3M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—46,369-46,369-100%$10.3M———
Punch & Associates Investment Management, Inc.
N/A—45,755-45,755-100%$10.2M———
Huntington National Bank
N/A—44,773-44,773-100%$10.0M———
Douglass Winthrop Advisors, LLC
N/A—44,409-44,409-100%$9.9M———
MainStreet Investment Advisors LLC
N/A—44,255-44,255-100%$9.9M———
Red Door Wealth Management, LLC
N/A—43,680-43,680-100%$9.7M———
Composition Wealth, LLC
N/A—43,065-43,065-100%$9.6M———
Advisors Capital Management, LLC
N/A—41,942-41,942-100%$9.3M———
Macquarie Group LTD
N/A—40,621-40,621-100%$9.1M———
Vestcor Inc
N/A—40,508-40,508-100%$9.0M———
Beacon Pointe Advisors, LLC
N/A—40,107-40,107-100%$8.9M———
Panagora Asset Management Inc
N/A—37,948-37,948-100%$8.5M———
MidFirst Bank
N/A—37,198-37,198-100%$8.3M———
Resources Management Corp
N/A—37,168-37,168-100%$8.3M———
Palmer Knight Co
N/A—37,157-37,157-100%$8.3M———
Van Hulzen Asset Management, LLC
N/A—36,813-36,813-100%$8.2M———
Advisory Services Network, LLC
N/A—36,694-36,694-100%$8.2M———
Glenmede Trust Co NA
N/A—36,529-36,529-100%$8.1M———
Palumbo Wealth Management LLC
N/A—35,926-35,926-100%$8.0M———
Trinity Legacy Partners, LLC
N/A—35,908-35,908-100%$8.7M———
Rafferty Asset Management, LLC
N/A—35,733-35,733-100%$8.0M———
Edgestream Partners, L.P.
N/A—35,529-35,529-100%$7.9M———
Ostrum Asset Management
N/A—35,393-35,393-100%$7.9M———
KKM Financial LLC
N/A—34,772-34,772-100%$7.7M———
Jacobs Levy Equity Management, Inc
N/A—34,250-34,250-100%$7.6M———
Providence Capital Advisors, LLC
N/A—33,300-33,300-100%$7.4M———
Colonial Trust Co / SC
N/A—33,006-33,006-100%$7.4M———
Nomura Asset Management International Inc.
N/A—32,689-32,689-100%$7.3M———
Aptus Capital Advisors, LLC
N/A—32,401-32,401-100%$7.2M———
Wealth Advisors of Tampa Bay, LLC
N/A—31,752-31,752-100%$7.1M———
Amica Mutual Insurance Co
N/A—31,739-31,739-100%$7.1M———
Weiss Asset Management LP
N/A—31,700-31,700-100%$7.1M———
Capital Innovations LLC
N/A—31,389-31,389-100%$7.0M———
Sand Hill Global Advisors, LLC
N/A—31,242-31,242-100%$7.0M———
Vident Advisory, LLC
N/A—31,114-31,114-100%$6.9M———
Quadrature Capital Ltd
N/A—31,112-31,112-100%$6.9M———
IQ EQ Fund Management (Ireland) Ltd
N/A—30,770-30,770-100%$6.9M———
Alpine Woods Capital Investors, LLC
N/A—30,639-30,639-100%$6.8M———
Chilton Investment Co Inc.
N/A—30,372-30,372-100%$6.8M———
Becker Capital Management Inc
N/A—30,320-30,320-100%$6.8M———
Centric Wealth Management
N/A—29,837-29,837-100%$6.8M———
Tower Bridge Advisors
N/A—29,555-29,555-100%$6.6M———
BTC Capital Management, Inc.
N/A—28,874-28,874-100%$6.4M———
Ilex Capital Partners (UK) LLP
N/A—28,865-28,865-100%$6.4M———
Teachers Retirement System of the State of Kentucky
N/A—28,617-28,617-100%$6.4M———
Saudi Central Bank
N/A—28,204-28,204-100%$6.3M———
McDonough Capital Management, Inc
N/A—28,178-28,178-100%$6.3M———
Pacer Advisors, Inc.
N/A—27,981-27,981-100%$6.2M———
Anchor Investment Management, LLC
N/A—27,930-27,930-100%$6.2M———
Equitable Holdings, Inc.
N/A—27,815-27,815-100%$6.2M———
Windward Capital Management Co
N/A—27,397-27,397-100%$6.1M———
Hamilton Wealth, LLC
N/A—27,266-27,266-100%$6.1M———
Horizon Investments, LLC
N/A—26,964-26,964-100%$6.0M———
Allstate Corp
N/A—26,896-26,896-100%$6.0M———
Denali Advisors LLC
N/A—26,801-26,801-100%$6.0M———
Madison Asset Management, LLC
N/A—26,751-26,751-100%$6.0M———
LGT Fund Management Co Ltd.
N/A—26,624-26,624-100%$5.9M———
BNP Paribas
N/A—26,396-26,396-100%$5.9M———
Dorsey & Whitney Trust Co LLC
N/A—26,140-26,140-100%$5.8M———
CFO4Life Group, LLC
N/A—26,126-26,126-100%$5.8M———
Bradley Foster & Sargent Inc
N/A—26,086-26,086-100%$5.8M———
Sandhill Capital Partners LLC
N/A—25,623-25,623-100%$5.7M———
Glen Eagle Advisors, LLC
N/A—24,867-24,867-100%$5.5M———
Omers Administration Corp
N/A—24,767-24,767-100%$5.5M———
BFC Planning, Inc.
N/A—24,708-24,708-100%$5.5M———
Brentview Investment Management LLC
N/A—24,444-24,444-100%$5.4M———
Tradewinds, Llc.
N/A—24,432-24,432-100%$1.1M———
Andra Ap-fonden
N/A—24,182-24,182-100%$5.4M———
Siemens Fonds Invest GmbH
N/A—23,987-23,987-100%$5.3M———
Kentucky Retirement Systems
N/A—23,355-23,355-100%$5.2M———
Cvfg LLC
N/A—22,941-22,941-100%$5.1M———
Aquatic Capital Management LLC
N/A—22,554-22,554-100%$5.0M———
Laird Norton Wetherby Trust Company, LLC
N/A—22,152-22,152-100%$4.9M———
1832 Asset Management L.P.
N/A—22,151-22,151-100%$4.9M———
T. Rowe Price Investment Management, Inc.
N/A—22,115-22,115-100%$4.9M———
Mission Creek Capital Partners, Inc.
N/A—21,992-21,992-100%$4.9M———
Regal Investment Advisors LLC
N/A—21,939-21,939-100%$4.9M———
EFG International AG
N/A—21,678-21,678-100%$4.8M———
Jump Financial, LLC
N/A—21,585-21,585-100%$4.8M———
NewEdge Wealth, LLC
N/A—21,397-21,397-100%$4.8M———
First National Bank of Omaha
N/A—21,239-21,239-100%$4.7M———
Brookfield Corp
N/A—20,935-20,935-100%$4.7M———
Core Alternative Capital
N/A—20,790-20,790-100%$4.6M———
Concentric Capital Strategies, LP
N/A—20,788-20,788-100%$4.6M———
Capital International, Inc.
N/A—20,782-20,782-100%$4.6M———
Meiji Yasuda Asset Management Co Ltd.
N/A—20,471-20,471-100%$4.6M———
Whittier Trust Co
N/A—20,361-20,361-100%$4.7M———
Capitolis Liquid Global Markets LLC
N/A—20,189-20,189-100%$4.5M———
Cary Street Partners Financial LLC
N/A—20,048-20,048-100%$4.5M———
Opus Investment Management Inc
N/A—20,000-20,000-100%$4.5M———
SageGuard Financial Group, LLC
N/A—19,973-19,973-100%$4.5M———
Stonebridge Financial Group, LLC
N/A—19,924-19,924-100%$4.4M———
Fiduciary Trust Co
N/A—19,849-19,849-100%$4.4M———
Summit Financial, LLC
N/A—19,811-19,811-100%$4.4M———
Ingalls & Snyder LLC
N/A—19,421-19,421-100%$4.3M———
AssuredPartners Investment Advisors, LLC
N/A—19,312-19,312-100%$4.3M———
AE Wealth Management LLC
N/A—19,214-19,214-100%$4.3M———
Summit Trail Advisors, LLC
N/A—19,170-19,170-100%$4.3M———
Keebeck Wealth Management
N/A—18,993-18,993-100%$4.2M———
Morton Community Bank
N/A—18,925-18,925-100%$4.2M———
Boston Family Office LLC
N/A—18,909-18,909-100%$4.2M———
Sciencast Management LP
N/A—18,871-18,871-100%$4.2M———
Arkadios Wealth Advisors
N/A—18,626-18,626-100%$4.2M———
Independent Advisor Alliance
N/A—18,572-18,572-100%$4.1M———
Clare Market Investments LLC
N/A—18,492-18,492-100%$4.1M———
Webster Bank, N. A.
N/A—18,159-18,159-100%$4.0M———
World Investment Advisors
N/A—17,727-17,727-100%$4.1M———
Stratos Wealth Partners, Ltd.
N/A—17,720-17,720-100%$3.9M———
Bridges Investment Management Inc
N/A—17,159-17,159-100%$3.8M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—17,132-17,132-100%$3.8M———
RB Capital Management, LLC
N/A—16,722-16,722-100%$3.7M———
Forum Finance Group S.A.
N/A—16,600-16,600-100%$3.0K———
Aviso Financial Inc.
N/A—16,451-16,451-100%$3.7M———
Liberty Wealth Management LLC
N/A—16,370-16,370-100%$3.8M———
Callan Family Office, LLC
N/A—16,252-16,252-100%$3.6M———
United Capital Financial Advisors, LLC
N/A—16,068-16,068-100%$3.6M———
Dark Forest Capital Management LP
N/A—16,054-16,054-100%$3.6M———
Simmons Bank
N/A—15,971-15,971-100%$3.6M———
First National Advisers, LLC
N/A—15,935-15,935-100%$3.6M———
Jain Global LLC
N/A—15,880-15,880-100%$3.5M———
Schulhoff & Co Inc
N/A—15,819-15,819-100%$2.6M———
Arax Advisory Partners
N/A—15,544-15,544-100%$3.5M———
East Coast Asset Management, Llc.
N/A—15,432-15,432-100%$3.4M———
Norinchukin Bank, The
N/A—15,422-15,422-100%$3.4M———
1ST Source Bank
N/A—15,420-15,420-100%$3.4M———
Snowden Capital Advisors LLC
N/A—15,306-15,306-100%$3.4M———
Wesleyan Assurance Society
N/A—15,091-15,091-100%$3.4M———
Kingsview Wealth Management, LLC
N/A—14,937-14,937-100%$3.3M———
Ecofi Investissements SA
N/A—14,900-14,900-100%$3.3M———
Ameritas Advisory Services, LLC
N/A—14,847-14,847-100%$3.3M———
Haverford Financial Services, Inc.
N/A—14,815-14,815-100%$3.3M———
Bleakley Financial Group, LLC
N/A—14,762-14,762-100%$3.3M———
First Manhattan Co. Llc.
N/A—14,496-14,496-100%$3.2M———
Mufg Securities Emea plc
N/A—14,460-14,460-100%$3.2M———
GWN Securities Inc.
N/A—14,278-14,278-100%$3.2M———
Octavia Wealth Advisors, LLC
N/A—14,194-14,194-100%$3.2M———
Prosperity Consulting Group, LLC
N/A—14,091-14,091-100%$3.1M———
Baldwin Investment Management, LLC
N/A—13,806-13,806-100%$3.1M———
Northwest & Ethical Investments L.P.
N/A—13,748-13,748-100%$3.1M———
IHT Wealth Management, LLC
N/A—13,721-13,721-100%$3.1M———
Principal Securities, Inc.
N/A—13,712-13,712-100%$3.1M———
Rowlandmiller & Partners.adv
N/A—13,679-13,679-100%$3.0M———
Jennison Associates LLC
N/A—13,425-13,425-100%$3.0M———
Havemeyer Place LP
N/A—13,020-13,020-100%$2.9M———
Connable Office Inc
N/A—12,992-12,992-100%$2.9M———
Empirical Finance, LLC
N/A—12,969-12,969-100%$2.9M———
Harbour Investment Management LLC
N/A—12,516-12,516-100%$2.8M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—12,478-12,478-100%$2.8M———
Vision Retirement, LLC
N/A—12,285-12,285-100%$2.7M———
Freestone Grove Partners LP
N/A—12,196-12,196-100%$2.7M———
Walleye Trading LLC
N/A—12,193-12,193-100%$2.7M———
Ballentine Partners, LLC
N/A—12,068-12,068-100%$2.7M———
Kirtland Hills Capital Management, LLC
N/A—12,005-12,005-100%$2.7M———
Caprock Group, LLC
N/A—11,957-11,957-100%$2.7M———
Northwestern Mutual Investment Management Company, LLC
N/A—11,845-11,845-100%$2.6M———
Longfellow Investment Management Co LLC
N/A—11,763-11,763-100%$2.6M———
Field & Main Bank
N/A—11,700-11,700-100%$2.6M———
Wealthspire Advisors, LLC
N/A—11,674-11,674-100%$2.6M———
IAM Advisory, LLC
N/A—11,468-11,468-100%$2.6M———
Meeder Advisory Services, Inc.
N/A—11,414-11,414-100%$2.5M———
Mufg Securities Americas Inc.
N/A—11,128-11,128-100%$2.5M———
Capital & Planning, LLC
N/A—11,047-11,047-100%$2.5M———
Proficio Capital Partners LLC
N/A—10,976-10,976-100%$2.4M———
Savvy Advisors, Inc.
N/A—10,682-10,682-100%$2.4M———
Ancora Advisors LLCA
N/A—10,615-10,615-100%$2.4M———
Ameritas Investment Partners, Inc.
N/A—10,537-10,537-100%$2.3M———
Segall Bryant & Hamill, LLC
N/A—10,307-10,307-100%$2.3M———
Delta Asset Management LLC
N/A—10,285-10,285-100%$2.3M———
Rothschild Investment LLC
N/A—10,221-10,221-100%$2.3M———
Ausdal Financial Partners, Inc.
N/A—10,199-10,199-100%$2.3M———
Elo Mutual Pension Insurance Co
N/A—10,183-10,183-100%$2.3M———
Catalyst Funds Management Pty Ltd
N/A—10,100-10,100-100%$2.3M———
Whittier Trust Co of Nevada Inc
N/A—10,090-10,090-100%$2.4M———
Smartleaf Asset Management LLC
N/A—9,815-9,815-100%$2.2M———
Bank of the Bluegrass & Trust Co.
N/A—9,795-9,795-100%$2.0M———
Kiley Juergens Wealth Management, LLC
N/A—9,753-9,753-100%$2.2M———
Kentucky Retirement Systems Insurance Trust Fund
N/A—9,692-9,692-100%$2.2M———
Mutual Advisors, LLC
N/A—9,682-9,682-100%$2.2M———
Eventide Asset Management, LLC
N/A—9,453-9,453-100%$2.1M———
Uniplan Investment Counsel, Inc.
N/A—9,440-9,440-100%$2.1M———
Truvestments Capital LLC
N/A—9,139-9,139-100%$2.0M———
Metis Global Partners, LLC
N/A—9,066-9,066-100%$2.0M———
LGT Group Foundation
N/A—8,735-8,735-100%$1.9M———
Kovack Advisors, Inc.
N/A—8,536-8,536-100%$1.9M———
Dynamic Technology Lab Private Ltd
N/A—8,523-8,523-100%$1.9M———
Vestmark Advisory Solutions, Inc.
N/A—8,489-8,489-100%$1.9M———
Balyasny Asset Management L.P.
N/A—8,464-8,464-100%$1.9M———
Fiduciary Group, LLC
N/A—8,364-8,364-100%$1.9M———
Godshalk Welsh Capital Management, Inc.
N/A—8,355-8,355-100%$1.9M———
Quest Investment Management LLC
N/A—8,258-8,258-100%$1.8M———
RWA Wealth Partners, LLC
N/A—8,242-8,242-100%$1.8M———
Oxbow Advisors, LLC
N/A—8,229-8,229-100%$1.8M———
Westwood Holdings Group Inc
N/A—8,082-8,082-100%$1.8M———
One Capital Management, LLC
N/A—8,064-8,064-100%$1.9M———
Samjo Management, LLC
N/A—8,050-8,050-100%$1.8M———
Global Retirement Partners, LLC
N/A—8,010-8,010-100%$1.8M———
Sound View Wealth Advisors Group, LLC
N/A—7,939-7,939-100%$1.8M———
Westerkirk Capital Inc.
N/A—7,900-7,900-100%$1.8M———
OneDigital Investment Advisors LLC
N/A—7,823-7,823-100%$1.7M———
Reyl & Cie S.A.
N/A—7,759-7,759-100%$1.8M———
Legacy Financial Group LLC
N/A—7,713-7,713-100%$1.7M———
Stance Capital LLC
N/A—7,697-7,697-100%$1.7M———
Tower Research Capital LLC (TRC)
N/A—7,542-7,542-100%$1.7M———
Coppell Advisory Solutions LLC
N/A—7,531-7,531-100%$1.1M———
Essex Financial Services, Inc.
N/A—7,529-7,529-100%$1.7M———
Intrepid Capital Management Inc
N/A—7,492-7,492-100%$1.7M———
Anchor Bay Capital, Inc.
N/A—7,461-7,461-100%$1.7M———
Syon Capital LLC
N/A—7,422-7,422-100%$1.7M———
Ironwood Investment Counsel, LLC
N/A—7,394-7,394-100%$1.6M———
CIM Investment Management Inc
N/A—7,232-7,232-100%$1.6M———
Quantitative Investment Management, LLC
N/A—7,230-7,230-100%$1.6M———
LMR Partners LLP
N/A—7,179-7,179-100%$1.6M———
Garrison Point Advisors, LLC
N/A—7,104-7,104-100%$1.6M———
Evercore Wealth Management, LLC
N/A—7,011-7,011-100%$1.6M———
Brevan Howard Capital Management LP
N/A—6,969-6,969-100%$1.6M———
Fayez Sarofim & Co
N/A—6,940-6,940-100%$1.5M———
HHM Wealth Advisors, LLC
N/A—6,826-6,826-100%$1.5M———
EntryPoint Capital, LLC
N/A—6,636-6,636-100%$1.5M———
W1m Asset Management Ltd
N/A—6,605-6,605-100%$1.5M———
Cannell & Spears LLC
N/A—6,590-6,590-100%$1.5M———
Moneta Group Investment Advisors LLC
N/A—6,501-6,501-100%$1.4M———
Westbourne Investments, Inc.
N/A—6,424-6,424-100%$1.4M———
Curi Capital, LLC
N/A—6,366-6,366-100%$1.4M———
Ark Wealth Advisors LLC
N/A—6,306-6,306-100%$1.4M———
TCW Group Inc
N/A—6,291-6,291-100%$1.4M———
MWA Asset Management
N/A—6,285-6,285-100%$1.4M———
VeraBank, N.A.
N/A—6,271-6,271-100%$1.4M———
PFG Investments, LLC
N/A—6,265-6,265-100%$1.4M———
HM Payson & Co
N/A—6,188-6,188-100%$1.4M———
FCA Corp
N/A—6,184-6,184-100%$1.4M———
Adapt Wealth Advisors, LLC
N/A—6,180-6,180-100%$1.4M———
Rehmann Capital Advisory Group
N/A—6,049-6,049-100%$1.3M———
Counterweight Ventures, LLC
N/A—5,990-5,990-100%$1.3M———
January Capital Advisors LLC
N/A—5,946-5,946-100%$1.3M———
Advisory Alpha, LLC
N/A—5,883-5,883-100%$1.3M———
XTX Topco Ltd
N/A—5,859-5,859-100%$1.3M———
Ceeto Capital Group, LLC
N/A—5,851-5,851-100%$1.3M———
Kintra Wealth, LLC
N/A—5,846-5,846-100%$1.3M———
Rithm Capital Corp.
N/A—5,800-5,800-100%$1.3M———
Checchi Capital Advisers, LLC
N/A—5,776-5,776-100%$1.3M———
Shay Capital LLC
N/A—5,750-5,750-100%$1.3M———
Hamrick Investment Counsel, llc
N/A—5,745-5,745-100%$1.3M———
OneAscent Financial Services LLC
N/A—5,738-5,738-100%$1.3M———
CreativeOne Wealth, LLC
N/A—5,711-5,711-100%$1.3M———
Schonfeld Strategic Advisors LLC
N/A—5,672-5,672-100%$1.3M———
Okabena Investment Services Inc
N/A—5,663-5,663-100%$1.3M———
Two Sigma Securities, LLC
N/A—5,620-5,620-100%$1.3M———
Jaffetilchin Investment Partners, LLC
N/A—5,586-5,586-100%$1.2M———
Callahan Advisors, LLC
N/A—5,507-5,507-100%$1.2M———
Purpose Unlimited Inc.
N/A—5,488-5,488-100%$1.2M———
Northwest Bancshares, Inc.
N/A—5,415-5,415-100%$1.2M———
Gateway Wealth Partners, LLC
N/A—5,357-5,357-100%$1.2M———
Silvercrest Asset Management Group LLC
N/A—5,302-5,302-100%$1.2M———
Transcend Capital Advisors, LLC
N/A—5,266-5,266-100%$1.2M———
NorthRock Partners, LLC
N/A—5,260-5,260-100%$1.2M———
Leigh Baldwin & Co., LLC
N/A—5,259-5,259-100%$1.2M———
Dynasty Wealth Management, LLC
N/A—5,256-5,256-100%$1.2M———
Stokes Family Office, LLC
N/A—5,168-5,168-100%$1.2M———
Capital Analysts, LLC
N/A—5,162-5,162-100%$1.2M———
WealthTrust Axiom LLC
N/A—5,158-5,158-100%$1.1M———
Buckley Wealth Management, LLC
N/A—5,126-5,126-100%$1.1M———
Rexford Capital Inc
N/A—5,121-5,121-100%$1.1M———
SCS Capital Management LLC
N/A—5,065-5,065-100%$1.1M———
Fidelis Capital Partners, LLC
N/A—5,064-5,064-100%$1.1M———
Barbara Oil Co.
N/A—5,000-5,000-100%$1.1M———
Atom Investors LP
N/A—4,980-4,980-100%$1.1M———
Mayflower Financial Advisors, LLC
N/A—4,911-4,911-100%$1.1M———
Mosaic Family Wealth Partners, LLC
N/A—4,886-4,886-100%$1.1M———
Potomac Fund Management Inc
N/A—4,864-4,864-100%$1.1M———
Rogco, LP
N/A—4,802-4,802-100%$1.1M———
Groupama Asset Managment
N/A—4,731-4,731-100%$1.1M———
Ossiam
N/A—4,705-4,705-100%$1.0M———
Nicolet Bankshares Inc
N/A—4,690-4,690-100%$1.1M———
Bank of Nova Scotia Trust Co
N/A—4,641-4,641-100%$1.0M———
Hilltop Holdings Inc.
N/A—4,573-4,573-100%$1.0M———
South Dakota Investment Council
N/A—4,558-4,558-100%$1.0M———
Foundations Investment Advisors, LLC
N/A—4,556-4,556-100%$1.0M———
Dnca Finance
N/A—4,460-4,460-100%$994.0K———
Strategic Wealth Partners, Ltd.
N/A—4,452-4,452-100%$992.3K———
Founders Financial Alliance, LLC
N/A—4,417-4,417-100%$984.5K———
FAS Wealth Partners, Inc.
N/A—4,310-4,310-100%$960.7K———
Dougherty & Associates, LLC
N/A—4,302-4,302-100%$959.0K———
Howe & Rusling Inc
N/A—4,285-4,285-100%$955.1K———
FourThought Financial Partners, LLC
N/A—4,272-4,272-100%$952.2K———
Mmbg Investment Advisors Co.
N/A—4,260-4,260-100%$949.5K———
Focus Partners Advisor Solutions, LLC
N/A—4,194-4,194-100%$934.8K———
Pacific Point Advisors, LLC
N/A—4,181-4,181-100%$932.0K———
Inceptionr LLC
N/A—4,168-4,168-100%$929.0K———
Davis R M Inc
N/A—4,158-4,158-100%$926.8K———
Pallas Capital Advisors LLC
N/A—4,152-4,152-100%$925.3K———
Dempze Nancy E
N/A—4,142-4,142-100%$923.2K———
Choate Investment Advisors
N/A—4,132-4,132-100%$921.0K———
Insigneo Advisory Services, LLC
N/A—4,119-4,119-100%$918.1K———
Logan Capital Management Inc
N/A—4,050-4,050-100%$902.7K———
NCP Inc.
N/A—4,040-4,040-100%$900.3K———
SHP Wealth Management
N/A—4,024-4,024-100%$896.9K———
Drake & Associates, LLC
N/A—4,016-4,016-100%$895.1K———
Smith, Moore & Co.
N/A—4,002-4,002-100%$892.0K———
Needham Investment Management LLC
N/A—4,000-4,000-100%$891.5K———
Ally Financial Inc.
N/A—4,000-4,000-100%$891.5K———
Bluespring Wealth Management, LLC
N/A—3,974-3,974-100%$885.8K———
Aster Capital Management (Difc) Ltd
N/A—3,967-3,967-100%$884.2K———
Frec Markets, Inc.
N/A—3,965-3,965-100%$883.7K———
Investor's Fiduciary Advisor Network, LLC
N/A—3,932-3,932-100%$876.0K———
Coastal Bridge Advisors, LLC
N/A—3,878-3,878-100%$864.4K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—3,859-3,859-100%$860.1K———
Hudson Bay Capital Management LP
N/A—3,810-3,810-100%$849.2K———
Evelyn Partners Group Ltd
N/A—3,809-3,809-100%$849.0K———
Clarkston Capital Partners, LLC
N/A—3,786-3,786-100%$843.8K———
Diamant Asset Management, Inc.
N/A—3,780-3,780-100%$842.5K———
Fosun International Ltd
N/A—3,749-3,749-100%$835.6K———
Pursuit Wealth Strategies, LLC
N/A—3,742-3,742-100%$834.1K———
Chancellor Financial Group WB LP
N/A—3,716-3,716-100%$828.3K———
Pure Financial Advisors, LLC
N/A—3,649-3,649-100%$813.2K———
Faithward Advisors, LLC
N/A—3,642-3,642-100%$811.8K———
Gladstone Institutional Advisory LLC
N/A—3,616-3,616-100%$806.0K———
RiverFront Investment Group, LLC
N/A—3,590-3,590-100%$800.1K———
Inspire Advisors, LLC
N/A—3,587-3,587-100%$799.4K———
Keystone Financial Group
N/A—3,567-3,567-100%$795.0K———
Thomasville National Bank
N/A—3,565-3,565-100%$794.6K———
MRP Capital Investments, LLC
N/A—3,559-3,559-100%$793.4K———
Aberdeen Wealth Management LLC
N/A—3,510-3,510-100%$782.3K———
Modern Wealth Management, LLC
N/A—3,440-3,440-100%$766.7K———
BOK Financial Private Wealth, Inc.
N/A—3,417-3,417-100%$761.6K———
Tiaa Wealth Investment Management LLC
N/A—3,395-3,395-100%$756.8K———
Bridgewater Advisors Inc.
N/A—3,328-3,328-100%$729.5K———
PCM Encore, LLC
N/A—3,311-3,311-100%$737.9K———
Olde Wealth Management, LLC
N/A—3,283-3,283-100%$731.0K———
NCM Capital Management, LLC
N/A—3,276-3,276-100%$730.2K———
Private Wealth Asset Management, LLC
N/A—3,263-3,263-100%$727.3K———
Brasada Capital Management, LP
N/A—3,262-3,262-100%$727.0K———
Cozad Asset Management Inc
N/A—3,253-3,253-100%$725.0K———
D. E. Shaw & Co., Inc.
N/A—3,241-3,241-100%$722.4K———
Mitchell Mcleod Pugh & Williams Inc
N/A—3,218-3,218-100%$717.2K———
Spinnaker Trust
N/A—3,206-3,206-100%$714.6K———
Marble Wealth, LLC
N/A—3,192-3,192-100%$711.4K———
Oxford Financial Group, Ltd. LLC
N/A—3,184-3,184-100%$709.7K———
Valtrion Capital Management, LLC
N/A—3,161-3,161-100%$704.5K———
Townsquare Capital LLC
N/A—3,155-3,155-100%$703.3K———
Opal Capital LLC
N/A—3,131-3,131-100%$697.8K———
Boothbay Fund Management, LLC
N/A—3,109-3,109-100%$692.9K———
Guardian Wealth Advisors, LLC / NC
N/A—3,091-3,091-100%$688.9K———
Boston Research & Management Inc
N/A—3,090-3,090-100%$688.7K———
GSA Capital Partners LLP
N/A—3,076-3,076-100%$686.0K———
First Foundation Advisors
N/A—3,064-3,064-100%$682.9K———
Cambria Investment Management, L.P.
N/A—3,044-3,044-100%$678.4K———
Seneca House Advisors
N/A—3,044-3,044-100%$678.5K———
Spirepoint Private Client, LLC
N/A—2,991-2,991-100%$666.6K———
IEQ Capital, LLC
N/A—2,968-2,968-100%$661.6K———
Private Capital Management, LLC
N/A—2,925-2,925-100%$651.9K———
ABN Amro Bank N.V.
N/A—2,918-2,918-100%$651.7K———
Icon Wealth Advisors, LLC
N/A—2,804-2,804-100%$625.0K———
Stratos Investment Management, LLC
N/A—2,770-2,770-100%$617.5K———
Alpine Global Management, LLC
N/A—2,766-2,766-100%$616.5K———
Westpac Banking Corp
N/A—2,720-2,720-100%$606.2K———
Bank OZK
N/A—2,719-2,719-100%$606.0K———
Eldridge Investment Advisors, Inc.
N/A—2,687-2,687-100%$598.9K———
CVA Family Office, LLC
N/A—2,665-2,665-100%$594.0K———
Naviter Wealth, LLC
N/A—2,642-2,642-100%$588.8K———
GeoWealth Management, LLC
N/A—2,623-2,623-100%$584.6K———
Cascades Capital Asset Management, LLC
N/A—2,622-2,622-100%$584.4K———
Keel Point, LLC
N/A—2,521-2,521-100%$562.0K———
Duncan Williams Asset Management, LLC
N/A—2,520-2,520-100%$561.7K———
Cambient Family Office, LLC
N/A—2,518-2,518-100%$561.2K———
Klcm Advisors, Inc.
N/A—2,510-2,510-100%$559.5K———
New Age Alpha Advisors, LLC
N/A—2,508-2,508-100%$559.0K———
Partners Capital Investment Group, LLP
N/A—2,487-2,487-100%$554.4K———
Fieldview Capital Management, LLC
N/A—2,458-2,458-100%$547.8K———
Per Stirling Capital Management, Llc.
N/A—2,453-2,453-100%$546.8K———
RD Lewis Holdings, Inc.
N/A—2,438-2,438-100%$557.7K———
Xcelsior Advisor Partners LLC
N/A—2,430-2,430-100%$541.7K———
Fiduciary Wealth Partners, LLC
N/A—2,409-2,409-100%$536.8K———
Walter & Keenan Wealth Management LLC
N/A—2,391-2,391-100%$533.0K———
Compass Capital Corp
N/A—2,362-2,362-100%$538.5K———
Stonebridge Capital Advisors LLC
N/A—2,351-2,351-100%$524.0K———
Resurgent Financial Advisors LLC
N/A—2,336-2,336-100%$520.6K———
TRB Wealth Management, LLC
N/A—2,319-2,319-100%$516.9K———
L2 Asset Management, LLC
N/A—2,293-2,293-100%$511.1K———
Azimuth Capital Investment Management LLC
N/A—2,290-2,290-100%$510.4K———
North Dallas Bank & Trust Co
N/A—2,276-2,276-100%$507.3K———
Bulltick Wealth Management, LLC
N/A—2,250-2,250-100%$501.5K———
Baltimore-Washington Financial Advisors, Inc.
N/A—2,245-2,245-100%$500.4K———
Johnson Financial Group, Inc.
N/A—2,238-2,238-100%$498.8K———
Southeast Asset Advisors, LLC
N/A—2,235-2,235-100%$498.1K———
Advyzon Investment Management, LLC
N/A—2,225-2,225-100%$495.8K———
Sagewood Asset Management LP
N/A—2,219-2,219-100%$494.6K———
Harbour Wealth Management Group, Inc.
N/A—2,217-2,217-100%$494.2K———
Bravias Capital Group, LLC
N/A—2,216-2,216-100%$493.9K———
Patron Partners, LLC
N/A—2,216-2,216-100%$494.0K———
Severin Investments, LLC
N/A—2,203-2,203-100%$490.9K———
Perennial Investment Advisors, LLC
N/A—2,200-2,200-100%$490.5K———
Cary Street Partners Investment Advisory LLC
N/A—2,183-2,183-100%$486.6K———
Renaissance Group LLC
N/A—2,175-2,175-100%$484.7K———
Texas Yale Capital Corp.
N/A—2,167-2,167-100%$483.0K———
Range Advisory, LLC
N/A—2,160-2,160-100%$481.5K———
Trivium Point Advisory, LLC
N/A—2,136-2,136-100%$476.1K———
JT Stratford LLC
N/A—2,130-2,130-100%$474.7K———
Stratos Wealth Advisors, LLC
N/A—2,124-2,124-100%$473.5K———
Waterloo Capital, L.P.
N/A—2,117-2,117-100%$471.8K———
Alaethes Wealth, LLC
N/A—2,093-2,093-100%$466.5K———
Reliant Investment Partners, LLC
N/A—2,081-2,081-100%$463.8K———
Ethos Financial Group, LLC
N/A—2,080-2,080-100%$478.6K———
Seeds Investor LLC
N/A—2,063-2,063-100%$459.9K———
Osmosis Investment Management UK Ltd
N/A—2,058-2,058-100%$458.7K———
Thompson David Blair
N/A—2,056-2,056-100%$458.2K———
Beck Mack & Oliver LLC
N/A—2,048-2,048-100%$456.5K———
Beta Wealth Group, Inc.
N/A—2,034-2,034-100%$453.3K———
S Harris Financial Group, LLC
N/A—2,032-2,032-100%$452.9K———
Astoria Portfolio Advisors Llc.
N/A—2,016-2,016-100%$449.3K———
Edgewood Management LLC
N/A—2,000-2,000-100%$445.8K———
TCM Advisors, LLC
N/A—2,000-2,000-100%$445.8K———
Notis-McConarty Edward
N/A—1,990-1,990-100%$443.5K———
Trustmark Bank Trust Department
N/A—1,986-1,986-100%$442.6K———
Berkeley Capital Partners, LLC
N/A—1,986-1,986-100%$442.7K———
Tyche Wealth Partners LLC
N/A—1,979-1,979-100%$441.1K———
Petix & Botte Co
N/A—1,964-1,964-100%$437.7K———
Quotient Wealth Partners, LLC
N/A—1,952-1,952-100%$435.0K———
Old West Investment Management, LLC
N/A—1,952-1,952-100%$435.1K———
Ponta Wealth Partners, LLC
N/A—1,952-1,952-100%$435.1K———
IMA Advisory Services, Inc.
N/A—1,939-1,939-100%$432.2K———
Wealthspire Retirement, LLC
N/A—1,935-1,935-100%$431.3K———
Tradition Wealth Management, LLC
N/A—1,931-1,931-100%$430.4K———
Performance Wealth Partners, LLC
N/A—1,925-1,925-100%$429.0K———
Shelton Capital Management
N/A—1,921-1,921-100%$428.2K———
CTC Alternative Strategies, Ltd.
N/A—1,900-1,900-100%$423.5K———
Evolve Private Wealth, LLC
N/A—1,897-1,897-100%$422.8K———
AXA S.A.
N/A—1,879-1,879-100%$366.1K———
Orleans Capital Management Corp
N/A—1,867-1,867-100%$416.1K———
VSM Wealth Advisory, LLC
N/A—1,866-1,866-100%$415.8K———
Ballast Advisors LLC
N/A—1,861-1,861-100%$414.7K———
Crawford Investment Counsel Inc
N/A—1,851-1,851-100%$412.5K———
Mark Sheptoff Financial Planning, LLC
N/A—1,850-1,850-100%$412.4K———
First Western Trust Bank
N/A—1,850-1,850-100%$412.3K———
Resolute Wealth Strategies, LLC
N/A—1,845-1,845-100%$411.2K———
Volterra Technologies LP
N/A—1,837-1,837-100%$409.4K———
Red Wave Investments LLC
N/A—1,822-1,822-100%$406.2K———
SlateStone Wealth, LLC
N/A—1,820-1,820-100%$406.0K———
LOS Angeles Capital Management LLC
N/A—1,808-1,808-100%$403.0K———
ST Germain D J Co Inc
N/A—1,807-1,807-100%$402.7K———
Frisch Financial Group, Inc.
N/A—1,799-1,799-100%$400.9K———
Bragg Financial Advisors, Inc
N/A—1,794-1,794-100%$399.8K———
Meridian Wealth Advisors, LLC
N/A—1,780-1,780-100%$396.6K———
Synergy Financial Group, LTD
N/A—1,779-1,779-100%$396.5K———
Holderness Investments Co
N/A—1,773-1,773-100%$395.2K———
George Kaiser Family Foundation
N/A—1,769-1,769-100%$394.3K———
Alpha Capital Advisors Inc
N/A—1,762-1,762-100%$392.8K———
Sompo Asset Management Co., Ltd.
N/A—1,760-1,760-100%$392.3K———
Continuum Advisory, LLC
N/A—1,751-1,751-100%$390.2K———
American Trust
N/A—1,750-1,750-100%$390.0K———
LRI Investments, LLC
N/A—1,736-1,736-100%$386.9K———
Fukoku Mutual Life Insurance Co
N/A—1,730-1,730-100%$385.6K———
Crews Bank & Trust
N/A—1,721-1,721-100%$383.6K———
Wimmer Associates 1, LLC
N/A—1,720-1,720-100%$383.4K———
Viawealth, LLC
N/A—1,714-1,714-100%$382.0K———
Shepherd Wealth Management Ltd Liability Co
N/A—1,700-1,700-100%$385.4K———
Flputnam Investment Management Co
N/A—1,695-1,695-100%$377.8K———
O'rourke & Company, Inc
N/A—1,680-1,680-100%$374.6K———
Investment Advisory Group, LLC
N/A—1,655-1,655-100%$368.8K———
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A—1,650-1,650-100%$367.8K———
Old North State Trust, LLC
N/A—1,648-1,648-100%$367.0K———
Qtron Investments LLC
N/A—1,629-1,629-100%$363.1K———
Orographic Financial Advisors, LLC
N/A—1,625-1,625-100%$367———
City National Bank of Florida
N/A—1,622-1,622-100%$361.5K———
Corient IA LP
N/A—1,620-1,620-100%$361.1K———
Zhang Financial LLC
N/A—1,614-1,614-100%$359.8K———
Kera Capital Partners, Inc.
N/A—1,602-1,602-100%$357.1K———
CM Wealth Advisors LLC
N/A—1,602-1,602-100%$357.1K———
Arvest Bank Trust Division
N/A—1,598-1,598-100%$356.2K———
BlackDiamond Wealth Management, LLC
N/A—1,592-1,592-100%$360.7K———
Calton & Associates, Inc.
N/A—1,592-1,592-100%$354.9K———
Defiance ETFs, LLC
N/A—1,583-1,583-100%$354.7K———
Westmount Partners, LLC
N/A—1,574-1,574-100%$350.9K———
Bravera Wealth
N/A—1,572-1,572-100%$350.4K———
Star Financial Bank
N/A—1,567-1,567-100%$349.3K———
Sunflower Bank, N.A.
N/A—1,557-1,557-100%$347.0K———
FLC Capital Advisors
N/A—1,557-1,557-100%$347.0K———
Beacon Investment Advisors LLC
N/A—1,555-1,555-100%$346.7K———
Dunhill Financial, LLC
N/A—1,553-1,553-100%$346.3K———
Alphadyne Asset Management LP
N/A—1,550-1,550-100%$345.5K———
Twin Tree Management, LP
N/A—1,535-1,535-100%$342.1K———
NorthCoast Asset Management LLC
N/A—1,517-1,517-100%$338.3K———
Cahill Financial Advisors Inc
N/A—1,516-1,516-100%$337.8K———
Spwm Advisors LLC
N/A—1,509-1,509-100%$361.1K———
Bolthouse Investments, LLC
N/A—1,496-1,496-100%$333.4K———
Auxier Asset Management LLC
N/A—1,480-1,480-100%$329.9K———
Fortune Financial Advisors, LLC
N/A—1,456-1,456-100%$324.5K———
UP Strategic Wealth Investment Advisors LLC
N/A—1,449-1,449-100%$325.0K———
Strategic Financial Services, Inc.
N/A—1,446-1,446-100%$322.3K———
Sound Capital Solutions LLC
N/A—1,423-1,423-100%$317.2K———
Optimize Financial Inc.
N/A—1,423-1,423-100%$317.2K———
Cadia Private Client LLC
N/A—1,413-1,413-100%$315.0K———
Silver Coast Investments LLC
N/A—1,412-1,412-100%$314.7K———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—1,404-1,404-100%$312.9K———
SageView Advisory Group, LLC
N/A—1,402-1,402-100%$312.5K———
Monetary Management Group Inc
N/A—1,380-1,380-100%$307.6K———
Operose Advisors LLC
N/A—1,377-1,377-100%$306.9K———
Phillips Wealth Planners LLC
N/A—1,355-1,355-100%$321.4K———
EWA, LLC
N/A—1,352-1,352-100%$301.3K———
Vanguard National Trust Co
N/A—1,344-1,344-100%$299.6K———
Capital Investment Management, Inc.
N/A—1,342-1,342-100%$299.2K———
Broyhill Asset Management, LLC
N/A—1,323-1,323-100%$294.9K———
Arrowroot Family Office, LLC
N/A—1,298-1,298-100%$289.3K———
E Fund Management Co., Ltd.
N/A—1,289-1,289-100%$287.3K———
Jackson Thornton Wealth Management, LLC
N/A—1,282-1,282-100%$285.7K———
Zacks Investment Management
N/A—1,278-1,278-100%$284.9K———
Corsicana & Co.
N/A—1,277-1,277-100%$284.6K———
WNY Asset Management, LLC
N/A—1,247-1,247-100%$278.0K———
Venturi Wealth Management, LLC
N/A—1,243-1,243-100%$277.0K———
AlphaGrep UK Ltd
N/A—1,236-1,236-100%$275.5K———
Centaurus Financial, Inc.
N/A—1,232-1,232-100%$275.0K———
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A—1,232-1,232-100%$274.6K———
Wayfinding Financial, LLC
N/A—1,222-1,222-100%$272.0K———
South Plains Financial, Inc.
N/A—1,210-1,210-100%$269.7K———
Sharpepoint LLC
N/A—1,190-1,190-100%$265.2K———
Brooks, Moore & Associates, Inc.
N/A—1,188-1,188-100%$264.9K———
Vermillion & White Wealth Management Group, LLC
N/A—1,176-1,176-100%$262.1K———
1776 Wealth LLC
N/A—1,166-1,166-100%$259.9K———
Ruggiero Investments, Inc.
N/A—1,165-1,165-100%$259.7K———
Crewe Advisors LLC
N/A—1,165-1,165-100%$259.7K———
Pgim Custom Harvest LLC
N/A—1,164-1,164-100%$259.3K———
Peak Retirement Planning, Inc.
N/A—1,155-1,155-100%$257.3K———
Capital International Sarl
N/A—1,154-1,154-100%$257.2K———
E-Wealth Partners, LLC
N/A—1,141-1,141-100%$254.3K———
Bluebird Wealth Management LLC
N/A—1,135-1,135-100%$253.0K———
Henson-Edgewater Management, LLC
N/A—1,125-1,125-100%$254.6K———
Pasadena Private Wealth, LLC
N/A—1,118-1,118-100%$249.2K———
Prasad Wealth Partners, LLC
N/A—1,114-1,114-100%$248.4K———
HC Advisors, LLC
N/A—1,112-1,112-100%$247.8K———
Everpar Advisors LLC
N/A—1,108-1,108-100%$247.0K———
S&CO Inc
N/A—1,100-1,100-100%$245.0K———
Magnolia Capital Advisors LLC
N/A—1,100-1,100-100%$245.2K———
Cannon Wealth Management Services, LLC
N/A—1,096-1,096-100%$244.3K———
Berger Financial Group, Inc
N/A—1,090-1,090-100%$243.0K———
Wealth Management Associates, Inc.
N/A—1,088-1,088-100%$242.5K———
Sargent Investment Group, LLC
N/A—1,088-1,088-100%$242.5K———
Highview Capital Management LLC
N/A—1,083-1,083-100%$241.4K———
Resolute Advisors LLC
N/A—1,073-1,073-100%$239.2K———
Lumbard & Kellner, LLC
N/A—1,067-1,067-100%$237.8K———
Beaird Harris Wealth Management, LLC
N/A—1,052-1,052-100%$234.5K———
Millstone Evans Group, LLC
N/A—1,049-1,049-100%$233.8K———
Whalerock Point Partners, LLC
N/A—1,048-1,048-100%$233.6K———
Wealth Alliance, LLC
N/A—1,037-1,037-100%$231.2K———
Medallion Wealth Advisors, LLC
N/A—1,025-1,025-100%$228.5K———
Charter Research & Investment Group, Inc.
N/A—1,025-1,025-100%$228.5K———
Voleon Capital Management LP
N/A—1,016-1,016-100%$226.4K———
Maridea Wealth Management LLC
N/A—1,015-1,015-100%$226.3K———
German American Bancorp, Inc.
N/A—1,012-1,012-100%$225.6K———
Rodgers Brothers Inc.
N/A—1,008-1,008-100%$224.6K———
Cyber Hornet ETFs LLC
N/A—1,006-1,006-100%$224.2K———
GTS Securities LLC
N/A—1,005-1,005-100%$224.0K———
Alan B Lancz & Associates, Inc.
N/A—1,000-1,000-100%$222.9K———
Sterneck Capital Management, LLC
N/A—1,000-1,000-100%$222.9K———
Wallace Advisory Group, LLC
N/A—993-993-100%$221.3K———
Summit Wealth Partners, LLC
N/A—992-992-100%$221.1K———
North Star Asset Management Inc
N/A—979-979-100%$218.2K———
Empirical Asset Management, LLC
N/A—968-968-100%$215.8K———
Meadowbrook Advisors Group, LLC
N/A—968-968-100%$215.7K———
one8zero8, LLC
N/A—961-961-100%$214.2K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—956-956-100%$213.0K———
Marex Group Ltd
N/A—952-952-100%$212.2K———
Members Trust Co
N/A—941-941-100%$209.7K———
Twin Peaks Wealth Advisors, LLC
N/A—936-936-100%$208.6K———
Castle Wealth Management LLC
N/A—933-933-100%$207.9K———
First American Trust, FSB
N/A—930-930-100%$207.4K———
Snowwater Investment Partners, LLC
N/A—922-922-100%$205.5K———
Dividend Assets Capital, LLC
N/A—919-919-100%$204.8K———
Leith Wheeler Investment Counsel Ltd.
N/A—917-917-100%$204.4K———
Peak6 LLC
N/A—912-912-100%$203.3K———
Keating Financial Advisory Services, Inc.
N/A—908-908-100%$202.4K———
Second Line Capital, LLC
N/A—905-905-100%$201.7K———
US Asset Management LLC
N/A—904-904-100%$201.5K———
Spartan Wealth Advisory Services LLC
N/A—900-900-100%$200.6K———
Proffitt & Goodson Inc
N/A—854-854-100%$190.3K———
Basecamp Wealth Advisors LLC
N/A—811-811-100%$180.8K———
Hills Bank & Trust Co
N/A—804-804-100%$179.2K———
Ameriflex Group, Inc.
N/A—800-800-100%$178.3K———
Measured Wealth Private Client Group, LLC
N/A—775-775-100%$172.7K———
GW&K Investment Management, LLC
N/A—751-751-100%$167.0K———
Fiduciary Financial Advisors
N/A—667-667-100%$146.7K———
Strategic Investment Solutions, Inc.
N/A—658-658-100%$146.7K———
Vega Investment Solutions
N/A—638-638-100%$142.2K———
Estabrook Capital Management
N/A—618-618-100%$137.7K———
Graticule Asia Macro Advisors LLC
N/A—607-607-100%$135.3K———
Avalon Trust Co
N/A—600-600-100%$133.7K———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—580-580-100%$129.3K———
Tripletail Wealth Management, LLC
N/A—533-533-100%$122.8K———
Delos Wealth Advisors, LLC
N/A—515-515-100%$114.8K———
Quantum Portfolio Management LLC
N/A—504-504-100%$112.3K———
Napier Financial, LLC
N/A—502-502-100%$111.9K———
Wiser Advisor Group LLC
N/A—493-493-100%$109.9K———
Quarry LP
N/A—488-488-100%$108.8K———
Itau Unibanco Holding S.A.
N/A—465-465-100%$103.6K———
JPL Wealth Management, LLC
N/A—438-438-100%$97.7K———
Sittner & Nelson, LLC
N/A—429-429-100%$95.6K———
Jackson, Grant Investment Advisers, Inc.
N/A—427-427-100%$95.2K———
Wellington-Altus USA Inc.
N/A—375-375-100%$86.2K———
Hollencrest Capital Management
N/A—366-366-100%$81.5K———
Group One Trading LLC
N/A—364-364-100%$81.1K———
USA Financial Formulas
N/A—363-363-100%$80.9K———
Prosperity Bancshares Inc
N/A—360-360-100%$80.2K———
Prestige Wealth Management Group LLC
N/A—350-350-100%$78.0K———
PIN OAK Investment Advisors Inc
N/A—346-346-100%$77.0K———
Bannerstone Capital Management, LLC
N/A—345-345-100%$76.9K———
WealthCollab, LLC
N/A—334-334-100%$74.4K———
Manning & Napier Advisors LLC
N/A—310-310-100%$69.3K———
Kemnay Advisory Services Inc.
N/A—304-304-100%$67.8K———
Ramirez Asset Management, Inc.
N/A—300-300-100%$66.9K———
Bollard Group LLC
N/A—300-300-100%$67.0K———
ESL Trust Services, LLC
N/A—290-290-100%$64.6K———
Transamerica Financial Advisors, LLC
N/A—290-290-100%$64.7K———
TD Capital Management LLC
N/A—280-280-100%$62.4K———
CoreFirst Bank & Trust
N/A—275-275-100%$61.3K———
Pekao Towarzystwo Funduszy Inwestycyjnych S.A.
N/A—265-265-100%$59.1K———
Regatta Research & Money Management
N/A—236-236-100%$52.4K———
Synergy Investment Management, LLC
N/A—232-232-100%$52.7K———
Index Technologies Group LLC
N/A—227-227-100%$50.6K———
ABS Investment Management LLC
N/A—223-223-100%$334.3K———
McMillan Office, Inc.
N/A—219-219-100%$48.8K———
Twin Lakes Capital Management, LLC
N/A—207-207-100%$46.1K———
Loomis Sayles & Co L P
N/A—202-202-100%$45.0K———
Burnham & Co LLC
N/A—200-200-100%$44.6K———
Steigerwald, Gordon & Koch Inc.
N/A—184-184-100%$40.9K———
Osterweis Capital Management Inc
N/A—181-181-100%$40.3K———
Raffa Wealth Management, LLC
N/A—172-172-100%$38.3K———
Aventura Private Wealth, LLC
N/A—171-171-100%$38.2K———
Godfrey Financial Associates, Inc.
N/A—163-163-100%$36.3K———
Rialto Wealth Management, LLC
N/A—142-142-100%$31.6K———
Meeder Asset Management Inc
N/A—139-139-100%$31.0K———
Bogart Wealth, LLC
N/A—137-137-100%$30.6K———
Mcguire Capital Advisors Inc
N/A—134-134-100%$29.9K———
Bruce G. Allen Investments, LLC
N/A—123-123-100%$27.4K———
Mpwm Advisory Solutions, LLC
N/A—120-120-100%$26.7K———
Westfuller Advisors, LLC
N/A—118-118-100%$26.3K———
Ogorek Anthony Joseph
N/A—113-113-100%$25.0K———
Swan Capital LLC
N/A—113-113-100%$25.2K———
Clal Insurance Enterprises Holdings Ltd
N/A—106-106-100%$24———
Kerr Financial Planning Corp
N/A—106-106-100%$23.5K———
Seneschal Advisors, LLC
N/A—100-100-100%$22.3K———
Longview Financial Advisors LLC
N/A—100-100-100%$22.3K———
Fourth Dimension Wealth, LLC
N/A—100-100-100%$22.3K———
Westend Capital Management, LLC
N/A—92-92-100%$20.5K———
Cornerstone Financial Management LLC
N/A—90-90-100%$20.1K———
Security National Bank of SO DAK
N/A—90-90-100%$20.1K———
Tiaa Trust, National Association
N/A—78-78-100%$17.4K———
1248 Management, LLC
N/A—64-64-100%$14.3K———
JDM Financial Group LLC
N/A—50-50-100%$11.1K———
Atomic Invest LLC
N/A—47-47-100%$10.5K———
FWL Investment Management, LLC
N/A—41-41-100%$9.1K———
Investors Portfolio Services LLC
N/A—38-38-100%$8.4K———
Penserra Capital Management LLC
N/A—33-33-100%$7———
Three Bearings Fiduciary Advisors, Inc.
N/A—31-31-100%$6.9K———
Bellevue Asset Management, LLC
N/A—29-29-100%$6.6K———
Bernard Wealth Management Corp.
N/A—26-26-100%$5.8K———
Gould Capital, LLC
N/A—25-25-100%$5.6K———
Basepoint Wealth LLC
N/A—25-25-100%$5.5K———
Kilter Group LLC
N/A—24-24-100%$5.4K———
Financial Gravity Companies, Inc.
N/A—22-22-100%$4.9K———
HFM Investment Advisors, LLC
N/A—18-18-100%$4.0K———
Frazier Financial Advisors, LLC
N/A—18-18-100%$3.9K———
Minot DeBlois Advisors LLC
N/A—17-17-100%$3.8K———
Copia Wealth Management
N/A—15-15-100%$3.4K———
Imprint Wealth LLC
N/A—15-15-100%$3.3K———
Ankerstar Wealth, LLC
N/A—13-13-100%$2.9K———
1015 Capital Partners, LLC
N/A—13-13-100%$2.9K———
Cbiz Investment Advisory Services, LLC
N/A—8-8-100%$1.8K———
Osbon Capital Management LLC
N/A—7-7-100%$1.6K———
Vanguard Advisers Inc
N/A—5-5-100%$1.1K———
Benson Wealth Management Inc
N/A—5-5-100%$1.1K———
E Fund Management (Hong Kong) Co., Ltd.
N/A—3-3-100%$669———
Orion Capital Management LLC
N/A—2-2-100%$446———
Showing 2463 of 2463 institutions