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Wells Fargo & Co (WFC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Geode Capital Management, LLC
INCREASED
Shares74,697,137 from 73,893,386
Change+803,751 (+1%)
Value$6.0B (-$104.6M)
Filed 2026-11-06
Dimensional Fund Advisors LP
INCREASED
Shares18,943,218 from 18,695,330
Change+247,888 (+1%)
Value$1.5B (-$28.7M)
Filed 2026-11-04
Bank of New York Mellon Corp
DECREASED
Shares16,092,289 from 16,516,494
Change-424,205 (-3%)
Value$1.3B (-$76.7M)
Filed 2026-11-05
Deutsche Bank Ag\
INCREASED
Shares12,986,230 from 10,399,699
Change+2,586,531 (+25%)
Value$1.0B (+$180.1M)
Filed 2026-11-06
Amundi
DECREASED
Shares11,451,634 from 13,654,370
Change-2,202,736 (-16%)
Value$916.7M (-$211.7M)
Filed 2026-11-06
Pzena Investment Management LLC
INCREASED
Shares8,853,784 from 8,827,468
Change+26,316 (+0%)
Value$708.7M (-$20.8M)
Filed 2026-10-30
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares8,073,212 from 7,512,840
Change+560,372 (+7%)
Value$646.3M (+$25.4M)
Filed 2026-11-05
Barclays PLC
INCREASED
Shares7,014,655 from 6,611,146
Change+403,509 (+6%)
Value$561.5M (+$15.2M)
Filed 2026-11-06
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares6,145,097 from 6,417,152
Change-272,055 (-4%)
Value$491.9M (-$38.4M)
Filed 2026-10-29
LSV Asset Management
DECREASED
Shares6,128,685 from 6,153,417
Change-24,732 (0%)
Value$490.6K (-$508.0M)
Filed 2026-11-06
Citigroup Inc
INCREASED
Shares5,015,624 from 4,765,621
Change+250,003 (+5%)
Value$401.5M (+$7.7M)
Filed 2026-11-04
Russell Investments Group, Ltd.
INCREASED
Shares4,716,686 from 3,987,546
Change+729,140 (+18%)
Value$377.9M (+$48.0M)
Filed 2026-11-06
Bank Julius Baer & Co. Ltd, Zurich
INCREASED
Shares4,045,890 from 3,345,666
Change+700,224 (+21%)
Value$324.2M (+$47.0M)
Filed 2026-10-29
M&G Plc
INCREASED
Shares3,968,598 from 3,881,118
Change+87,480 (+2%)
Value$317.5M (-$4.6M)
Filed 2026-11-04
Mawer Investment Management Ltd.
DECREASED
Shares3,921,212 from 4,195,116
Change-273,904 (-7%)
Value$313.9M (-$32.8M)
Filed 2026-11-06
Thrivent Financial for Lutherans
DECREASED
Shares3,786,346 from 3,827,289
Change-40,943 (-1%)
Value$303.1K (-$316.0M)
Filed 2026-11-05
Truist Financial Corp
INCREASED
Shares3,190,008 from 3,071,716
Change+118,292 (+4%)
Value$255.4M (+$1.5M)
Filed 2026-10-30
Principal Financial Group Inc
DECREASED
Shares3,100,813 from 3,420,871
Change-320,058 (-9%)
Value$248.2M (-$34.5M)
Filed 2026-11-02
LPL Financial LLC
INCREASED
Shares3,003,040 from 2,839,414
Change+163,626 (+6%)
Value$240.4M (+$5.7M)
Filed 2026-11-06
DekaBank Deutsche Girozentrale
INCREASED
Shares2,606,720 from 1,551,518
Change+1,055,202 (+68%)
Value$209.9K (+$86.9K)
Filed 2026-10-27
Nykredit A/S
INCREASED
Shares2,480,951 from 2,312,296
Change+168,655 (+7%)
Value$198.6M (+$7.5M)
Filed 2026-11-06
US Bancorp \de\
DECREASED
Shares2,478,504 from 2,486,893
Change-8,389 (0%)
Value$198.4M (-$7.1M)
Filed 2026-11-05
PNC Financial Services Group, Inc.
DECREASED
Shares2,322,375 from 2,367,920
Change-45,545 (-2%)
Value$185.9M (-$9.8M)
Filed 2026-11-06
New York State Teachers Retirement System
DECREASED
Shares2,180,464 from 2,272,977
Change-92,513 (-4%)
Value$174.5K (-$187.7M)
Filed 2026-10-22
Temasek Holdings (Private) Ltd
DECREASED
Shares2,100,925 from 2,176,553
Change-75,628 (-3%)
Value$168.2M (-$11.7M)
Filed 2026-10-28
MacKenzie Financial Corp
INCREASED
Shares2,100,035 from 1,483,399
Change+616,636 (+42%)
Value$168.1M (+$45.5M)
Filed 2026-11-02
Beutel, Goodman & Co Ltd.
DECREASED
Shares1,899,625 from 1,941,758
Change-42,133 (-2%)
Value$152.1K (-$160.3M)
Filed 2026-11-04
Pictet Asset Management Holding SA
INCREASED
Shares1,883,449 from 1,796,700
Change+86,749 (+5%)
Value$150.8M (+$2.3M)
Filed 2026-11-03
Assenagon Asset Management S.A.
INCREASED
Shares1,785,254 from 88,162
Change+1,697,092 (+1925%)
Value$142.9M (+$135.6M)
Filed 2026-10-15
Keybank National Association
DECREASED
Shares1,783,291 from 1,837,010
Change-53,719 (-3%)
Value$142.8M (-$9.1M)
Filed 2026-11-04
Fifth Third Bancorp
DECREASED
Shares1,780,958 from 1,814,187
Change-33,229 (-2%)
Value$142.6M (-$7.4M)
Filed 2026-11-05
Calamos Advisors LLC
INCREASED
Shares1,761,315 from 1,366,153
Change+395,162 (+29%)
Value$141.0M (+$28.1M)
Filed 2026-11-02
Great Lakes Advisors, LLC
DECREASED
Shares1,718,834 from 2,088,541
Change-369,707 (-18%)
Value$137.6M (-$35.0M)
Filed 2026-11-06
UniSuper Management Pty Ltd
INCREASED
Shares1,673,703 from 1,623,503
Change+50,200 (+3%)
Value$134.0M (-$186.4K)
Filed 2026-10-26
PFA Pension, Forsikringsaktieselskab
INCREASED
Shares1,666,001 from 1,408,144
Change+257,857 (+18%)
Value$133.4M (+$17.0M)
Filed 2026-11-06
Retirement Systems of Alabama
DECREASED
Shares1,645,420 from 1,654,140
Change-8,720 (-1%)
Value$131.7M (-$5.0M)
Filed 2026-11-04
American Assets Inc
UNCHANGED
Shares1,600,626 from 1,600,626
Change0 (0%)
Value$128.1M (-$4.1M)
Filed 2026-10-30
Canoe Financial LP
INCREASED
Shares1,569,864 from 1,567,786
Change+2,078 (+0%)
Value$126.0M (-$3.6M)
Filed 2026-10-21
Creative Planning
INCREASED
Shares1,550,753 from 1,444,769
Change+105,984 (+7%)
Value$124.1M (+$4.7M)
Filed 2026-11-02
Equity Investment Corp
INCREASED
Shares1,514,837 from 1,504,825
Change+10,012 (+1%)
Value$121.3M (-$3.1M)
Filed 2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares1,476,373 from 1,391,339
Change+85,034 (+6%)
Value$109.5M (+$468.6K)
Filed 2026-10-13
Daily Journal Corp
UNCHANGED
Shares1,413,000 from 1,413,000
Change0 (0%)
Value$113.1M (-$3.7M)
Filed 2026-11-02
Asset Management One Co., Ltd.
INCREASED
Shares1,351,469 from 1,309,619
Change+41,850 (+3%)
Value$108.2M (-$41.8K)
Filed 2026-10-27
Swedbank AB
INCREASED
Shares1,319,441 from 1,314,892
Change+4,549 (+0%)
Value$105.6M (-$3.0M)
Filed 2026-10-27
Assetmark, Inc
INCREASED
Shares1,225,700 from 1,157,264
Change+68,436 (+6%)
Value$98.1M (+$2.5M)
Filed 2026-10-21
Allspring Global Investments Holdings, LLC
INCREASED
Shares1,221,232 from 560,407
Change+660,825 (+118%)
Value$98.0M (+$49.8M)
Filed 2026-11-04
Banque Pictet & CIE SA
DECREASED
Shares1,117,207 from 1,127,071
Change-9,864 (-1%)
Value$89.4M (-$3.7M)
Filed 2026-10-16
Strs Ohio
DECREASED
Shares1,039,989 from 1,102,735
Change-62,746 (-6%)
Value$83.3M (-$7.9M)
Filed 2026-10-30
OFI Invest Asset Management
INCREASED
Shares1,012,468 from 214,221
Change+798,247 (+373%)
Value$71.4M (+$55.8M)
Filed 2026-11-06
Ferguson Wellman Capital Management, Inc
INCREASED
Shares991,358 from 974,537
Change+16,821 (+2%)
Value$79.4M (-$1.2M)
Filed 2026-10-05
State of New Jersey Common Pension Fund D
DECREASED
Shares980,538 from 987,590
Change-7,052 (-1%)
Value$78.5M (-$3.1M)
Filed 2026-11-05
American Assets Investment Management, LLC
UNCHANGED
Shares940,400 from 940,400
Change0 (0%)
Value$75.3M (-$2.4M)
Filed 2026-10-30
Mn Services Vermogensbeheer B.V.
INCREASED
Shares907,481 from 892,881
Change+14,600 (+2%)
Value$72.6K (-$73.7M)
Filed 2026-10-08
Davenport & Co LLC
DECREASED
Shares895,341 from 901,929
Change-6,588 (-1%)
Value$71.8M (-$3.0M)
Filed 2026-10-14
Deprince Race & Zollo Inc
INCREASED
Shares880,037 from 857,727
Change+22,310 (+3%)
Value$70.4M (-$435.6K)
Filed 2026-10-13
Sound Shore Management Inc
DECREASED
Shares875,247 from 890,946
Change-15,699 (-2%)
Value$70.1M (-$3.6M)
Filed 2026-11-06
Czech National Bank
DECREASED
Shares868,868 from 871,047
Change-2,179 (0%)
Value$69.6M (-$2.4M)
Filed 2026-10-13
Arizona State Retirement System
INCREASED
Shares855,020 from 850,284
Change+4,736 (+1%)
Value$68.4M (-$1.8M)
Filed 2026-11-03
Fort Washington Investment Advisors Inc
INCREASED
Shares854,895 from 844,895
Change+10,000 (+1%)
Value$68.4M (-$1.4M)
Filed 2026-10-15
KBC Group NV
DECREASED
Shares854,545 from 996,780
Change-142,235 (-14%)
Value$68.4K (-$82.3M)
Filed 2026-10-22
SEB Asset Management AB
INCREASED
Shares852,380 from 848,535
Change+3,845 (+0%)
Value$68.2M (-$1.9M)
Filed 2026-11-04
CIBC Asset Management Inc
DECREASED
Shares832,550 from 834,650
Change-2,100 (0%)
Value$66.6M (-$2.4M)
Filed 2026-11-05
State of Michigan Retirement System
DECREASED
Shares811,349 from 835,149
Change-23,800 (-3%)
Value$64.9M (-$4.1M)
Filed 2026-10-27
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED
Shares806,653 from 844,329
Change-37,676 (-4%)
Value$64.6M (-$5.2M)
Filed 2026-10-15
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares799,519 from 687,060
Change+112,459 (+16%)
Value$64.0M (+$7.2M)
Filed 2026-11-03
Gateway Investment Advisers LLC
INCREASED
Shares788,087 from 730,317
Change+57,770 (+8%)
Value$63.1M (+$2.7M)
Filed 2026-10-13
Vest Financial, LLC
INCREASED
Shares736,750 from 474,355
Change+262,395 (+55%)
Value$59.0M (+$19.8M)
Filed 2026-10-21
Nisa Investment Advisors, LLC
INCREASED
Shares732,371 from 723,832
Change+8,539 (+1%)
Value$58.6M (-$1.2M)
Filed 2026-10-20
Eurizon Capital SGR S.p.A.
DECREASED
Shares731,720 from 736,318
Change-4,598 (-1%)
Value$58.8M (-$2.3M)
Filed 2026-11-06
IFM Investors Pty Ltd
INCREASED
Shares697,441 from 685,541
Change+11,900 (+2%)
Value$55.8M (-$823.0K)
Filed 2026-10-14
Mondrian Investment Partners LTD
DECREASED
Shares680,366 from 1,245,361
Change-564,995 (-45%)
Value$54.5M (-$48.5M)
Filed 2026-10-23
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
NEW
Shares668,104
Change+668,104
Value$53.5M
Filed 2026-11-03
PensionDanmark Pensionsforsikringsaktieselskab
INCREASED
Shares663,211 from 616,574
Change+46,637 (+8%)
Value$53.1M (+$2.1M)
Filed 2026-10-19
Bank Pictet & Cie (Europe) AG
DECREASED
Shares659,338 from 691,389
Change-32,051 (-5%)
Value$52.8M (-$4.4M)
Filed 2026-10-20
Commonwealth Equity Services, LLC
DECREASED
Shares653,987 from 657,831
Change-3,844 (-1%)
Value$52.4M (-$2.0M)
Filed 2026-11-02
Swiss Life Asset Management Ltd
INCREASED
Shares644,064 from 370,053
Change+274,011 (+74%)
Value$51.6M (+$21.0M)
Filed 2026-11-03
ProShare Advisors LLC
DECREASED
Shares631,690 from 651,455
Change-19,765 (-3%)
Value$50.6M (-$3.3M)
Filed 2026-10-29
Seizert Capital Partners, LLC
DECREASED
Shares604,387 from 647,464
Change-43,077 (-7%)
Value$48.4M (-$5.1M)
Filed 2026-10-30
Xponance LLC
INCREASED
Shares592,043 from 562,844
Change+29,199 (+5%)
Value$47.4M (+$879.6K)
Filed 2026-11-03
Lazard Freres Gestion S.A.S.
INCREASED
Shares591,812 from 586,166
Change+5,646 (+1%)
Value$47.4K (-$48.4M)
Filed 2026-11-03
Kestra Advisory Services, LLC
INCREASED
Shares573,605 from 556,012
Change+17,593 (+3%)
Value$45.9M (-$31.7K)
Filed 2026-11-02
BI Asset Management Fondsmaeglerselskab A/S
INCREASED
Shares573,074 from 571,478
Change+1,596 (+0%)
Value$43.9K (-$1.3K)
Filed 2026-10-22
Natixis
INCREASED
Shares569,888 from 464,468
Change+105,420 (+23%)
Value$45.6M (+$7.2M)
Filed 2026-11-06
Neos Investment Management LLC
INCREASED
Shares568,772 from 507,034
Change+61,738 (+12%)
Value$45.5M (+$3.6M)
Filed 2026-11-04
Letko, Brosseau & Associates Inc
DECREASED
Shares566,569 from 569,169
Change-2,600 (0%)
Value$45.4M (-$1.7M)
Filed 2026-11-06
Daiwa Securities Group Inc.
INCREASED
Shares558,842 from 555,706
Change+3,136 (+1%)
Value$44.7M (-$1.2M)
Filed 2026-10-29
Rakuten Investment Management, Inc.
INCREASED
Shares543,067 from 500,764
Change+42,303 (+8%)
Value$43.7M (+$1.9M)
Filed 2026-10-30
Mcdonald Capital Investors Inc
DECREASED
Shares538,701 from 631,343
Change-92,642 (-15%)
Value$43.1M (-$9.1M)
Filed 2026-10-27
Wilsey Asset Management Inc
INCREASED
Shares529,814 from 524,048
Change+5,766 (+1%)
Value$42.4M (-$895.7K)
Filed 2026-10-21
Crossmark Global Holdings, Inc.
INCREASED
Shares517,886 from 468,019
Change+49,867 (+11%)
Value$41.5M (+$2.8M)
Filed 2026-10-21
Amalgamated Bank
DECREASED
Shares507,265 from 527,851
Change-20,586 (-4%)
Value$40.6K (-$43.6M)
Filed 2026-10-23
Tweedy, Browne Co LLC
DECREASED
Shares486,876 from 497,011
Change-10,135 (-2%)
Value$39.0M (-$2.1M)
Filed 2026-11-04
Cardinal Capital Management, Inc.
INCREASED
Shares471,833 from 468,300
Change+3,533 (+1%)
Value$37.8M (-$930.1K)
Filed 2026-10-16
Factory Mutual Insurance Co
DECREASED
Shares469,784 from 471,634
Change-1,850 (0%)
Value$37.6M (-$1.4M)
Filed 2026-10-30
OP Asset Management Ltd
INCREASED
Shares461,849 from 346,328
Change+115,521 (+33%)
Value$37.0M (+$8.4M)
Filed 2026-11-05
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares456,059 from 451,840
Change+4,219 (+1%)
Value$36.5M (-$832.5K)
Filed 2026-10-20
Hosking Partners LLP
DECREASED
Shares449,309 from 478,415
Change-29,106 (-6%)
Value$36.0M (-$3.6M)
Filed 2026-10-21
Clifford Swan Investment Counsel LLC
DECREASED
Shares432,779 from 433,686
Change-907 (0%)
Value$34.6M (-$1.2M)
Filed 2026-11-05
New York Life Investment Management LLC
DECREASED
Shares420,655 from 426,339
Change-5,684 (-1%)
Value$33.7M (-$1.6M)
Filed 2026-11-04
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares420,286 from 472,117
Change-51,831 (-11%)
Value$33.6K (-$39.0M)
Filed 2026-11-02
Algebris (UK) LTD
DECREASED
Shares395,673 from 539,621
Change-143,948 (-27%)
Value$31.7M (-$12.8M)
Filed 2026-11-06
Spectrum Asset Management, Inc. (NB )
DECREASED
Shares388,794 from 407,194
Change-18,400 (-5%)
Value$31.1M (-$2.5M)
Filed 2026-10-19
Oregon Public Employees Retirement Fund
DECREASED
Shares371,786 from 376,286
Change-4,500 (-1%)
Value$29.8M (-$1.3M)
Filed 2026-10-30
Yousif Capital Management, LLC
DECREASED
Shares349,136 from 349,488
Change-352 (0%)
Value$27.9M (-$933.4K)
Filed 2026-10-22
Schaper Benz & Wise Investment Counsel Inc
DECREASED
Shares344,260 from 347,471
Change-3,211 (-1%)
Value$27.6M (-$1.2M)
Filed 2026-10-09
Campbell Newman Asset Management Inc
INCREASED
Shares343,576 from 342,138
Change+1,438 (+0%)
Value$27.5M (-$771.0K)
Filed 2026-10-22
Mutual of America Capital Management LLC
DECREASED
Shares341,521 from 348,321
Change-6,800 (-2%)
Value$27.3M (-$1.4M)
Filed 2026-10-23
ProVise Management Group, LLC
DECREASED
Shares335,515 from 344,567
Change-9,052 (-3%)
Value$26.9M (-$1.6M)
Filed 2026-11-06
State of Alaska, Department of Revenue
DECREASED
Shares330,519 from 343,909
Change-13,390 (-4%)
Value$26.5K (-$28.4M)
Filed 2026-10-15
Lido Advisors, LLC
INCREASED
Shares324,295 from 311,667
Change+12,628 (+4%)
Value$26.0M (+$203.7K)
Filed 2026-11-04
Todd Asset Management LLC
INCREASED
Shares321,798 from 271,892
Change+49,906 (+18%)
Value$25.8M (+$3.3M)
Filed 2026-10-27
Certuity, LLC
INCREASED
Shares312,835 from 312,648
Change+187 (+0%)
Value$25.0M (-$792.4K)
Filed 2026-11-02
Old National Bancorp
DECREASED
Shares308,847 from 313,193
Change-4,346 (-1%)
Value$24.7M (-$1.2M)
Filed 2026-10-20
Allworth Financial LP
INCREASED
Shares305,371 from 299,817
Change+5,554 (+2%)
Value$25.2M (+$458.9K)
Filed 2026-11-06
AIA Group Ltd
DECREASED
Shares288,290 from 311,411
Change-23,121 (-7%)
Value$23.1M (-$2.7M)
Filed 2026-10-30
Dana Investment Advisors, Inc.
DECREASED
Shares280,729 from 286,035
Change-5,306 (-2%)
Value$22.5M (-$1.2M)
Filed 2026-11-06
Illinois Municipal Retirement Fund
INCREASED
Shares275,537 from 266,043
Change+9,494 (+4%)
Value$22.1M (+$70.9K)
Filed 2026-11-05
Powszechne Towarzystwo Emerytalne Allianz Polska S.A.
UNCHANGED
Shares270,000 from 270,000
Change0 (0%)
Value$21.6M (-$699.3K)
Filed 2026-10-22
SP Asset Management LLC
DECREASED
Shares268,861 from 274,089
Change-5,228 (-2%)
Value$21.5M (-$1.1M)
Filed 2026-11-05
D.A. Davidson & Co.
INCREASED
Shares267,594 from 230,593
Change+37,001 (+16%)
Value$21.4M (+$2.4M)
Filed 2026-10-28
Achmea Investment Management B.V.
NEW
Shares267,286
Change+267,286
Value$21.4M
Filed 2026-10-30
ABN Amro Investment Solutions
INCREASED
Shares263,570 from 210,494
Change+53,076 (+25%)
Value$21.1M (+$3.7M)
Filed 2026-10-21
Rempart Asset Management Inc.
UNCHANGED
Shares260,857 from 260,857
Change0 (0%)
Value$21.6M ($0)
Filed 2026-10-20
Cantor Fitzgerald Investment Advisors L.P.
INCREASED
Shares259,999 from 254,416
Change+5,583 (+2%)
Value$20.8M (-$211.9K)
Filed 2026-10-21
Ashton Thomas Private Wealth, LLC
DECREASED
Shares252,075 from 256,277
Change-4,202 (-2%)
Value$20.2M (-$1.0M)
Filed 2026-11-03
Atria Investments, Inc
INCREASED
Shares247,332 from 236,946
Change+10,386 (+4%)
Value$19.8M (+$217.7K)
Filed 2026-10-15
ASR Vermogensbeheer N.V.
INCREASED
Shares244,438 from 221,550
Change+22,888 (+10%)
Value$19.6M (+$1.3M)
Filed 2026-10-16
Lountzis Asset Management, LLC
DECREASED
Shares238,821 from 241,030
Change-2,209 (-1%)
Value$19.1M (-$801.1K)
Filed 2026-10-30
Gulf International Bank (UK) Ltd
UNCHANGED
Shares238,714 from 238,714
Change0 (0%)
Value$19.1K (-$19.7M)
Filed 2026-10-20
PBU - The Pension Fund of Early Childhood & Youth Educators
INCREASED
Shares223,404 from 212,497
Change+10,907 (+5%)
Value$17.9M (+$322.7K)
Filed 2026-11-06
Aware Super Pty Ltd as trustee of Aware Super
NEW
Shares222,741
Change+222,741
Value$17.8M
Filed 2026-10-30
Harbor Island Capital LLC
DECREASED
Shares219,678 from 254,192
Change-34,514 (-14%)
Value$17.6M (-$3.4M)
Filed 2026-10-23
Matrix Asset Advisors Inc
DECREASED
Shares216,761 from 218,006
Change-1,245 (-1%)
Value$17.4M (-$664.3K)
Filed 2026-10-13
Griffin Asset Management, Inc.
DECREASED
Shares215,188 from 216,079
Change-891 (0%)
Value$17.2M (-$631.0K)
Filed 2026-10-22
Gradient Investments LLC
INCREASED
Shares214,893 from 180,333
Change+34,560 (+19%)
Value$17.2M (+$2.3M)
Filed 2026-10-08
Chesley Taft & Associates LLC
DECREASED
Shares213,495 from 219,282
Change-5,787 (-3%)
Value$17.1M (-$1.0M)
Filed 2026-10-13
Meyer Handelman Co
DECREASED
Shares212,861 from 215,511
Change-2,650 (-1%)
Value$17.0M (-$770.3K)
Filed 2026-10-28
Allied Investment Advisors, LLC
INCREASED
Shares212,829 from 209,957
Change+2,872 (+1%)
Value$17.0M (-$313.9K)
Filed 2026-10-13
Concurrent Investment Advisors, LLC
INCREASED
Shares212,398 from 109,486
Change+102,912 (+94%)
Value$17.0M (+$8.0M)
Filed 2026-10-16
Vise Technologies, Inc.
INCREASED
Shares209,705 from 192,201
Change+17,504 (+9%)
Value$16.8M (+$903.3K)
Filed 2026-10-29
Exchange Traded Concepts, LLC
INCREASED
Shares209,331 from 199,371
Change+9,960 (+5%)
Value$16.8M (+$280.9K)
Filed 2026-10-28
TD Waterhouse Canada Inc.
DECREASED
Shares207,743 from 209,307
Change-1,564 (-1%)
Value$16.7M (-$1.3M)
Filed 2026-10-16
Markel Group Inc.
UNCHANGED
Shares204,450 from 204,450
Change0 (0%)
Value$16.4M (-$529.5K)
Filed 2026-10-30
OpenArc Corporate Advisory, LLC
INCREASED
Shares201,576 from 198,135
Change+3,441 (+2%)
Value$16.1M (-$237.8K)
Filed 2026-10-21
Eubel Brady & Suttman Asset Management Inc
INCREASED
Shares199,448 from 197,704
Change+1,744 (+1%)
Value$16.0K (-$16.3M)
Filed 2026-11-04
Savant Capital, LLC
DECREASED
Shares198,970 from 230,611
Change-31,641 (-14%)
Value$15.9M (-$2.9M)
Filed 2026-11-06
Farther Finance Advisors, LLC
INCREASED
Shares195,700 from 173,897
Change+21,803 (+13%)
Value$15.7M (+$1.3M)
Filed 2026-10-08
Arga Investment Management, LP
INCREASED
Shares186,698 from 18,802
Change+167,896 (+893%)
Value$14.9M (+$13.4M)
Filed 2026-10-30
LBP AM SA
INCREASED
Shares186,333 from 79,125
Change+107,208 (+135%)
Value$14.9M (+$8.4M)
Filed 2026-11-06
Brookstone Capital Management
INCREASED
Shares185,217 from 181,375
Change+3,842 (+2%)
Value$14.8M (-$162.2K)
Filed 2026-10-22
Maryland State Retirement & Pension System
INCREASED
Shares185,067 from 165,273
Change+19,794 (+12%)
Value$14.8M (+$1.2M)
Filed 2026-11-05
Abner Herrman & Brock LLC
INCREASED
Shares181,885 from 180,453
Change+1,432 (+1%)
Value$14.6K (-$353)
Filed 2026-10-20
B. Metzler seel. Sohn & Co. AG
INCREASED
Shares181,494 from 159,950
Change+21,544 (+13%)
Value$14.5M (+$1.3M)
Filed 2026-10-30
HB Wealth Management, LLC
INCREASED
Shares179,925 from 154,805
Change+25,120 (+16%)
Value$14.4M (+$1.6M)
Filed 2026-10-23
Calamos Wealth Management LLC
DECREASED
Shares178,733 from 180,625
Change-1,892 (-1%)
Value$14.3M (-$619.3K)
Filed 2026-11-02
Sapient Capital LLC
DECREASED
Shares174,833 from 176,500
Change-1,667 (-1%)
Value$14.0M (-$590.5K)
Filed 2026-10-08
Knights of Columbus Asset Advisors LLC
DECREASED
Shares174,522 from 183,437
Change-8,915 (-5%)
Value$14.0M (-$1.2M)
Filed 2026-11-05
Choreo, LLC
DECREASED
Shares173,757 from 181,907
Change-8,150 (-4%)
Value$13.9M (-$1.1M)
Filed 2026-10-28
Pinnacle Associates LTD
DECREASED
Shares173,559 from 175,651
Change-2,092 (-1%)
Value$13.9M (-$622.4K)
Filed 2026-10-20
Oppenheimer Asset Management Inc.
DECREASED
Shares173,499 from 198,554
Change-25,055 (-13%)
Value$13.9M (-$2.5M)
Filed 2026-10-27
Prospera Financial Services Inc
DECREASED
Shares162,205 from 164,152
Change-1,947 (-1%)
Value$13.5M (-$37.6K)
Filed 2026-11-04
Hartford Investment Management Co
DECREASED
Shares161,842 from 169,160
Change-7,318 (-4%)
Value$13.0M (-$1.0M)
Filed 2026-11-04
S-Bank Fund Management Ltd
DECREASED
Shares160,000 from 200,000
Change-40,000 (-20%)
Value$12.8M (-$3.7M)
Filed 2026-11-06
Wedmont Private Capital
INCREASED
Shares159,800 from 154,312
Change+5,488 (+4%)
Value$13.1M (-$341.4K)
Filed 2026-10-09
Channing Capital Management, LLC
DECREASED
Shares156,791 from 200,312
Change-43,521 (-22%)
Value$12.6M (-$4.0M)
Filed 2026-11-02
Adams Asset Advisors, LLC
DECREASED
Shares156,544 from 159,645
Change-3,101 (-2%)
Value$12.5M (-$661.7K)
Filed 2026-10-08
Bokf, NA
INCREASED
Shares155,070 from 152,798
Change+2,272 (+1%)
Value$12.4M (-$213.9K)
Filed 2026-10-27
New Mexico Educational Retirement Board
UNCHANGED
Shares153,916 from 153,916
Change0 (0%)
Value$12.3K (-$12.7M)
Filed 2026-11-05
Consilium Wealth Advisory, LLC
DECREASED
Shares153,151 from 153,470
Change-319 (0%)
Value$12.3M (-$423.0K)
Filed 2026-10-14
MGO One Seven LLC
INCREASED
Shares152,568 from 148,118
Change+4,450 (+3%)
Value$12.2M (-$27.4K)
Filed 2026-10-28
Ag2r LA Mondiale Gestion D'actifs
INCREASED
Shares150,939 from 134,837
Change+16,102 (+12%)
Value$12.1M (+$939.7K)
Filed 2026-10-26
Louisiana State Employees Retirement System
DECREASED
Shares148,700 from 156,400
Change-7,700 (-5%)
Value$11.9M (-$1.0M)
Filed 2026-10-20
Merit Financial Group, LLC
INCREASED
Shares147,700 from 137,030
Change+10,670 (+8%)
Value$11.8M (+$499.2K)
Filed 2026-11-06
Robeco Institutional Asset Management B.V.
INCREASED
Shares146,219 from 128,946
Change+17,273 (+13%)
Value$11.7M (+$1.0M)
Filed 2026-10-20
Park Avenue Securities LLC
INCREASED
Shares144,917 from 141,500
Change+3,417 (+2%)
Value$11.6K (-$11.7M)
Filed 2026-10-26
Farmers & Merchants Investments Inc
DECREASED
Shares144,394 from 146,477
Change-2,083 (-1%)
Value$11.6M (-$546.1K)
Filed 2026-10-22
NorthCrest Asset Manangement, LLC
INCREASED
Shares141,922 from 141,913
Change+9 (+0%)
Value$11.6M (-$691.8K)
Filed 2026-10-13
UMB Bank, n.a.
DECREASED
Shares141,664 from 147,245
Change-5,581 (-4%)
Value$11.3M (-$828.1K)
Filed 2026-11-06
Poehling Capital Management, Inc.
DECREASED
Shares140,433 from 141,178
Change-745 (-1%)
Value$11.2M (-$425.3K)
Filed 2026-10-20
SteelPeak Wealth, LLC
INCREASED
Shares140,372 from 85,773
Change+54,599 (+64%)
Value$11.2M (+$4.1M)
Filed 2026-10-16
Legacy Private Trust Co.
DECREASED
Shares138,092 from 139,088
Change-996 (-1%)
Value$11.1M (-$440.0K)
Filed 2026-10-06
Eldred Rock Partners, LLC
INCREASED
Shares137,433 from 136,226
Change+1,207 (+1%)
Value$11.0M (-$256.2K)
Filed 2026-10-13
Intact Investment Management Inc.
DECREASED
Shares135,860 from 143,200
Change-7,340 (-5%)
Value$10.9M (-$958.5K)
Filed 2026-11-03
Thompson Siegel & Walmsley LLC
DECREASED
Shares133,410 from 133,683
Change-273 (0%)
Value$10.7K (-$11.0M)
Filed 2026-11-05
Perigon Wealth Management, LLC
DECREASED
Shares130,620 from 138,676
Change-8,056 (-6%)
Value$10.5M (-$1.0M)
Filed 2026-10-22
Cullen Investment Group, Ltd.
INCREASED
Shares127,941 from 115,732
Change+12,209 (+11%)
Value$10.7M (+$1.1M)
Filed 2026-10-13
Artemis Investment Management LLP
INCREASED
Shares127,539 from 95,489
Change+32,050 (+34%)
Value$10.2M (+$2.3M)
Filed 2026-10-08
Blume Capital Management, Inc.
DECREASED
Shares126,660 from 128,792
Change-2,132 (-2%)
Value$10.1M (-$504.2K)
Filed 2026-10-26
Marble Harbor Investment Counsel, LLC
DECREASED
Shares126,604 from 126,944
Change-340 (0%)
Value$10.1M (-$356.0K)
Filed 2026-11-06
Talbot Financial, LLC
INCREASED
Shares125,980 from 124,397
Change+1,583 (+1%)
Value$10.1M (-$195.5K)
Filed 2026-10-19
HUB Investment Partners, LLC
DECREASED
Shares120,913 from 130,960
Change-10,047 (-8%)
Value$9.7M (-$1.1M)
Filed 2026-11-03
Citizens Financial Group Inc
DECREASED
Shares119,825 from 313,678
Change-193,853 (-62%)
Value$9.6M (-$16.3M)
Filed 2026-10-23
Clearstead Advisors, LLC
DECREASED
Shares116,503 from 121,810
Change-5,307 (-4%)
Value$9.3M (-$740.8K)
Filed 2026-11-06
Hoey Investments, Inc
DECREASED
Shares116,177 from 122,048
Change-5,871 (-5%)
Value$9.3M (-$786.1K)
Filed 2026-10-29
Tokio Marine Asset Management Co LTD
INCREASED
Shares115,763 from 112,444
Change+3,319 (+3%)
Value$9.3M (-$25.5K)
Filed 2026-10-26
Tufton Capital Management
DECREASED
Shares115,226 from 115,976
Change-750 (-1%)
Value$9.2K (-$9.6M)
Filed 2026-10-20
Kestra Private Wealth Services, LLC
DECREASED
Shares112,018 from 117,059
Change-5,041 (-4%)
Value$9.0M (-$706.7K)
Filed 2026-11-06
Uncommon Cents Investing Inc
DECREASED
Shares110,409 from 111,869
Change-1,460 (-1%)
Value$8.8M (-$406.6K)
Filed 2026-10-20
Yacktman Asset Management LP
INCREASED
Shares108,959 from 104,803
Change+4,156 (+4%)
Value$8.7M (+$61.2K)
Filed 2026-11-02
Sicart Associates LLC
DECREASED
Shares108,287 from 108,887
Change-600 (-1%)
Value$9.1M (+$83.6K)
Filed 2026-10-29
GAM Holding AG
INCREASED
Shares106,176 from 89,852
Change+16,324 (+18%)
Value$8.5M (+$1.1M)
Filed 2026-11-03
J.W. Cole Advisors, Inc.
INCREASED
Shares104,230 from 101,411
Change+2,819 (+3%)
Value$8.3M (-$37.0K)
Filed 2026-11-05
TD Private Client Wealth LLC
DECREASED
Shares103,111 from 105,248
Change-2,137 (-2%)
Value$8.3M (-$443.7K)
Filed 2026-10-28
Goelzer Investment Management, Inc.
DECREASED
Shares102,635 from 104,726
Change-2,091 (-2%)
Value$8.2M (-$438.7K)
Filed 2026-10-16
Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust
NEW
Shares102,503
Change+102,503
Value$8.2M
Filed 2026-10-20
Baxter Bros Inc
DECREASED
Shares102,157 from 102,252
Change-95 (0%)
Value$8.2M (-$272.4K)
Filed 2026-11-04
Vontobel Holding Ltd.
INCREASED
Shares100,708 from 90,392
Change+10,316 (+11%)
Value$8.1M (+$591.7K)
Filed 2026-10-16
Sowell Financial Services LLC
DECREASED
Shares98,863 from 103,291
Change-4,428 (-4%)
Value$7.9M (-$622.0K)
Filed 2026-10-23
Y-Intercept (Hong Kong) Ltd
INCREASED
Shares97,783 from 93,709
Change+4,074 (+4%)
Value$7.8M (+$83.4K)
Filed 2026-10-16
Brighton Jones LLC
INCREASED
Shares96,993 from 91,922
Change+5,071 (+6%)
Value$7.8M (+$167.8K)
Filed 2026-11-03
Leonteq Securities AG
INCREASED
Shares96,452 from 43,594
Change+52,858 (+121%)
Value$7.7M (+$4.1M)
Filed 2026-10-29
North Dakota State Investment Board
INCREASED
Shares95,660 from 90,309
Change+5,351 (+6%)
Value$7.7M (+$194.4K)
Filed 2026-10-27
Plato Investment Management Ltd
INCREASED
Shares95,155 from 74,817
Change+20,338 (+27%)
Value$7.6M (+$1.5M)
Filed 2026-11-05
Glenview Trust Co
DECREASED
Shares94,621 from 101,646
Change-7,025 (-7%)
Value$7.6M (-$825.6K)
Filed 2026-10-28
Oliver Luxxe Assets LLC
DECREASED
Shares94,482 from 99,896
Change-5,414 (-5%)
Value$7.6M (-$692.1K)
Filed 2026-10-14
Ritholtz Wealth Management
INCREASED
Shares94,206 from 90,739
Change+3,467 (+4%)
Value$7.5M (+$42.5K)
Filed 2026-11-05
Cohen Klingenstein LLC
UNCHANGED
Shares90,900 from 90,900
Change0 (0%)
Value$7.3M (-$235.4K)
Filed 2026-10-15
Gibraltar Capital Management, Inc.
INCREASED
Shares88,941 from 82,387
Change+6,554 (+8%)
Value$7.1M (+$311.2K)
Filed 2026-10-27
Western Financial Corp
UNCHANGED
Shares88,892 from 88,892
Change0 (0%)
Value$7.1M (-$230.2K)
Filed 2026-10-14
Monte Financial Group, LLC
DECREASED
Shares88,503 from 88,896
Change-393 (0%)
Value$7.1M (-$600.4K)
Filed 2026-11-02
Oak Thistle LLC
INCREASED
Shares87,345 from 67,438
Change+19,907 (+30%)
Value$7.0M (+$1.4M)
Filed 2026-10-21
Ethic Inc.
INCREASED
Shares87,111 from 75,669
Change+11,442 (+15%)
Value$7.0M (+$720.0K)
Filed 2026-11-03
Diversified Trust Co
INCREASED
Shares86,960 from 83,117
Change+3,843 (+5%)
Value$7.0M (+$92.4K)
Filed 2026-11-06
Quadrant Capital Group LLC
INCREASED
Shares86,697 from 86,338
Change+359 (+0%)
Value$7.0M (-$135.1K)
Filed 2026-10-20
Apollon Wealth Management, LLC
INCREASED
Shares86,268 from 77,561
Change+8,707 (+11%)
Value$6.9M (+$496.1K)
Filed 2026-10-23
Raiffeisen Bank International AG
INCREASED
Shares86,129 from 60,109
Change+26,020 (+43%)
Value$6.9M (+$1.9M)
Filed 2026-10-28
Culbertson A N & Co Inc
INCREASED
Shares84,908 from 84,621
Change+287 (+0%)
Value$6.8M (-$196.2K)
Filed 2026-10-21
Kuhn & Co Investment Counsel
INCREASED
Shares84,672 from 45,002
Change+39,670 (+88%)
Value$6.8M (+$3.1M)
Filed 2026-10-29
Hennessy Advisors Inc
DECREASED
Shares84,100 from 84,400
Change-300 (0%)
Value$6.7M (-$242.6K)
Filed 2026-10-28
Prevail Innovative Wealth Advisors, LLC
DECREASED
Shares83,119 from 89,518
Change-6,399 (-7%)
Value$6.7M (-$726.6K)
Filed 2026-10-20
Fifth Third Wealth Advisors LLC
DECREASED
Shares83,114 from 84,141
Change-1,027 (-1%)
Value$6.7M (-$300.1K)
Filed 2026-10-22
Williams Jones Wealth Management, Llc.
INCREASED
Shares82,158 from 81,581
Change+577 (+1%)
Value$6.6M (-$165.1K)
Filed 2026-11-05
Salzhauer Michael
DECREASED
Shares81,660 from 84,289
Change-2,629 (-3%)
Value$6.5M (-$428.7K)
Filed 2026-10-28
Gamma Investing LLC
INCREASED
Shares81,412 from 71,515
Change+9,897 (+14%)
Value$6.5M (+$607.0K)
Filed 2026-10-08
Marathon Asset Management Ltd
DECREASED
Shares81,139 from 88,733
Change-7,594 (-9%)
Value$6.5M (-$837.4K)
Filed 2026-10-26
Mission Wealth Management, LP
DECREASED
Shares80,927 from 102,870
Change-21,943 (-21%)
Value$6.5M (-$2.0M)
Filed 2026-10-15
Mill Capital Management, LLC
UNCHANGED
Shares79,259 from 79,259
Change0 (0%)
Value$6.3M (-$205.3K)
Filed 2026-10-26
Signaturefd, LLC
INCREASED
Shares78,774 from 73,570
Change+5,204 (+7%)
Value$6.3M (+$226.1K)
Filed 2026-10-23
Securian Asset Management, Inc
DECREASED
Shares78,550 from 81,318
Change-2,768 (-3%)
Value$6.3M (-$828.2K)
Filed 2026-11-06
Globalt Investments LLC / GA
DECREASED
Shares77,253 from 79,491
Change-2,238 (-3%)
Value$6.2M (-$385.0K)
Filed 2026-10-27
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares77,195 from 74,895
Change+2,300 (+3%)
Value$6.2M (-$7.8K)
Filed 2026-10-14
PFG Advisors
DECREASED
Shares76,305 from 99,763
Change-23,458 (-24%)
Value$6.1M (-$2.1M)
Filed 2026-10-16
Inspire Trust Co, N.A.
INCREASED
Shares76,000 from 64,000
Change+12,000 (+19%)
Value$6.1M (+$794.8K)
Filed 2026-11-05
Capital Asset Advisory Services LLC
INCREASED
Shares75,767 from 28,368
Change+47,399 (+167%)
Value$6.3M (+$3.9M)
Filed 2026-10-30
Beacon Financial Group
DECREASED
Shares75,393 from 76,796
Change-1,403 (-2%)
Value$6.0M (-$311.2K)
Filed 2026-10-19
E. Ohman J:or Asset Management AB
UNCHANGED
Shares75,344 from 75,344
Change0 (0%)
Value$6.0M (-$195.1K)
Filed 2026-10-22
Woodward Diversified Capital, LLC
DECREASED
Shares75,323 from 75,643
Change-320 (0%)
Value$6.0M (-$221.6K)
Filed 2026-10-21
Simplicity Wealth,LLC
INCREASED
Shares74,818 from 64,138
Change+10,680 (+17%)
Value$6.0M (+$688.8K)
Filed 2026-10-23
Bahl & Gaynor LLC
INCREASED
Shares74,671 from 69,838
Change+4,833 (+7%)
Value$6.0M (+$206.0K)
Filed 2026-11-05
King Luther Capital Management Corp
INCREASED
Shares72,910 from 72,205
Change+705 (+1%)
Value$5.8M (-$130.6K)
Filed 2026-11-05
Dmkc Advisory Services, LLC
DECREASED
Shares70,773 from 91,610
Change-20,837 (-23%)
Value$5.7M (-$1.9M)
Filed 2026-11-04
Folger Nolan Fleming Douglas Capital Management, Inc
INCREASED
Shares69,532 from 69,390
Change+142 (+0%)
Value$5.6M (-$168.4K)
Filed 2026-10-13
United Asset Strategies, Inc.
INCREASED
Shares68,450 from 67,860
Change+590 (+1%)
Value$5.5M (-$128.5K)
Filed 2026-10-28
Norden Group LLC
DECREASED
Shares68,000 from 68,604
Change-604 (-1%)
Value$5.4M (-$225.9K)
Filed 2026-10-20
Daymark Wealth Partners, LLC
INCREASED
Shares67,610 from 63,814
Change+3,796 (+6%)
Value$5.4M (+$138.6K)
Filed 2026-11-04
Greenleaf Trust
DECREASED
Shares67,501 from 72,569
Change-5,068 (-7%)
Value$5.4M (-$593.6K)
Filed 2026-10-29
Fisher Funds Management LTD
INCREASED
Shares67,412 from 23,712
Change+43,700 (+184%)
Value$5.4M (+$3.4M)
Filed 2026-10-13
IFP Advisors, Inc
DECREASED
Shares67,037 from 73,059
Change-6,022 (-8%)
Value$5.4M (-$671.3K)
Filed 2026-10-16
Parcion Private Wealth LLC
INCREASED
Shares66,273 from 61,395
Change+4,878 (+8%)
Value$5.3M (+$231.5K)
Filed 2026-10-28
Tema Etfs LLC
DECREASED
Shares65,803 from 70,478
Change-4,675 (-7%)
Value$5.3M (-$556.8K)
Filed 2026-10-16
Cullinan Associates Inc
DECREASED
Shares65,449 from 70,375
Change-4,926 (-7%)
Value$5.2M (-$576.6K)
Filed 2026-11-03
HF Advisory Group, LLC
INCREASED
Shares64,296 from 60,883
Change+3,413 (+6%)
Value$5.1M (+$115.5K)
Filed 2026-10-09
Aberdeen Group plc
DECREASED
Shares63,994 from 2,706,603
Change-2,642,609 (-98%)
Value$23.7M (-$199.9M)
Filed 2026-11-06
Continental Advisors LLC
UNCHANGED
Shares63,606 from 63,606
Change0 (0%)
Value$5.1M (-$164.7K)
Filed 2026-10-13
Diversify Wealth Management, LLC
INCREASED
Shares63,460 from 58,391
Change+5,069 (+9%)
Value$5.3M (+$155.5K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares63,460 from 58,391
Change+5,069 (+9%)
Value$5.3M (+$155.5K)
Filed 2026-10-20
Bell & Brown Wealth Advisors, LLC
INCREASED
Shares63,277 from 62,997
Change+280 (+0%)
Value$5.1M (-$140.8K)
Filed 2026-10-16
Meitav Investment House LTD
INCREASED
Shares62,200 from 54,877
Change+7,323 (+13%)
Value$5.0M (+$443.6K)
Filed 2026-10-28
Barr E S & Co
DECREASED
Shares62,162 from 63,512
Change-1,350 (-2%)
Value$5.0M (-$272.6K)
Filed 2026-11-06
Oppenheimer & Co Inc
INCREASED
Shares61,954 from 51,030
Change+10,924 (+21%)
Value$5.0M (+$742.3K)
Filed 2026-10-26
OFS Enterprise LLC
INCREASED
Shares61,865 from 61,847
Change+18 (+0%)
Value$5.0M (-$158.8K)
Filed 2026-10-16
Cullen T Bankers, Inc.
DECREASED
Shares60,093 from 60,345
Change-252 (0%)
Value$4.8M (-$176.5K)
Filed 2026-10-28
Joel Isaacson & Co., LLC
INCREASED
Shares59,048 from 58,015
Change+1,033 (+2%)
Value$4.7M (-$67.6K)
Filed 2026-11-05
Ashurst Perkins Coie Trust Co
DECREASED
Shares58,161 from 59,353
Change-1,192 (-2%)
Value$4.7M (-$248.6K)
Filed 2026-10-15
Comprehensive Financial Consultants Institutional, Inc.
NEW
Shares57,236
Change+57,236
Value$4.6M
Filed 2026-10-15
Virginia Retirement Systems ET Al
INCREASED
Shares56,500 from 13,500
Change+43,000 (+319%)
Value$4.5M (+$3.4M)
Filed 2026-10-28
First Citizens Bank & Trust Co
INCREASED
Shares56,449 from 27,837
Change+28,612 (+103%)
Value$4.5M (+$2.2M)
Filed 2026-10-14
Elyxium Wealth, LLC
INCREASED
Shares56,381 from 56,116
Change+265 (+0%)
Value$4.5M (-$124.1K)
Filed 2026-10-27
Chicago Partners Investment Group LLC
INCREASED
Shares55,993 from 54,730
Change+1,263 (+2%)
Value$4.6M (-$103.9K)
Filed 2026-10-27
111 Capital
INCREASED
Shares55,954 from 17,961
Change+37,993 (+212%)
Value$4.5M (+$3.0M)
Filed 2026-11-03
LEE Danner & Bass Inc
UNCHANGED
Shares55,555 from 55,555
Change0 (0%)
Value$4.4M (-$143.9K)
Filed 2026-10-27
Trust Point Inc.
INCREASED
Shares54,883 from 54,673
Change+210 (+0%)
Value$4.4M (-$124.8K)
Filed 2026-10-27
RFG Advisory, LLC
INCREASED
Shares54,688 from 41,719
Change+12,969 (+31%)
Value$4.4M (+$930.1K)
Filed 2026-11-03
GC Wealth Management RIA, LLC
INCREASED
Shares54,624 from 54,405
Change+219 (+0%)
Value$4.4M (-$123.4K)
Filed 2026-11-02
Signal Advisors Wealth, LLC
INCREASED
Shares54,516 from 46,510
Change+8,006 (+17%)
Value$4.4M (+$520.4K)
Filed 2026-10-13
Crestwood Advisors Group, LLC
DECREASED
Shares54,436 from 55,249
Change-813 (-1%)
Value$4.4M (-$208.2K)
Filed 2026-10-27
Apella Capital, LLC
INCREASED
Shares53,994 from 44,795
Change+9,199 (+21%)
Value$4.3M (+$428.3K)
Filed 2026-10-08
Moody Lynn Lieberson & Walker, LLC
DECREASED
Shares53,507 from 54,365
Change-858 (-2%)
Value$4.3M (-$209.5K)
Filed 2026-10-14
Associated Banc-Corp
DECREASED
Shares53,416 from 55,445
Change-2,029 (-4%)
Value$4.3M (-$306.0K)
Filed 2026-10-30
Cohen Investment Advisors LLC
INCREASED
Shares52,883 from 52,273
Change+610 (+1%)
Value$4.2M (-$86.6K)
Filed 2026-10-20
Robinson Value Management, Ltd.
DECREASED
Shares52,523 from 56,501
Change-3,978 (-7%)
Value$4.2M (-$464.8K)
Filed 2026-10-20
Burney Co/
DECREASED
Shares51,972 from 54,481
Change-2,509 (-5%)
Value$4.2M (-$342.0K)
Filed 2026-10-15
Convergence Investment Partners, LLC
INCREASED
Shares51,875 from 5,523
Change+46,352 (+839%)
Value$4.2M (+$3.7M)
Filed 2026-10-28
Wynn Capital, LLC
DECREASED
Shares51,667 from 52,112
Change-445 (-1%)
Value$4.1M (-$170.6K)
Filed 2026-10-13
Sagespring Wealth Partners, LLC
INCREASED
Shares51,586 from 47,649
Change+3,937 (+8%)
Value$4.1M (+$191.7K)
Filed 2026-10-22
Foster Group, Inc.
INCREASED
Shares51,556 from 49,345
Change+2,211 (+4%)
Value$4.1M (+$49.1K)
Filed 2026-10-13
Citizens & Northern Corp
DECREASED
Shares51,534 from 51,763
Change-229 (0%)
Value$4.1M (-$152.4K)
Filed 2026-11-06
Cynosure Group, LLC
UNCHANGED
Shares51,198 from 51,198
Change0 (0%)
Value$4.1M (-$132.6K)
Filed 2026-11-03
3Chopt Investment Partners, LLC
INCREASED
Shares51,182 from 50,751
Change+431 (+1%)
Value$4.1M (-$96.9K)
Filed 2026-10-30
Quad-Cities Investment Group, LLC
DECREASED
Shares51,106 from 51,280
Change-174 (0%)
Value$4.1M (-$146.8K)
Filed 2026-10-16
Wedbush Securities Inc
DECREASED
Shares50,946 from 51,280
Change-334 (-1%)
Value$4.1K (-$4.2M)
Filed 2026-10-22
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares50,437 from 50,437
Change0 (0%)
Value$4.2M ($0)
Filed 2026-10-15
Tritonpoint Wealth, LLC
DECREASED
Shares49,972 from 53,056
Change-3,084 (-6%)
Value$4.0M (-$384.3K)
Filed 2026-10-19
Portside Wealth Group, LLC
INCREASED
Shares49,958 from 49,762
Change+196 (+0%)
Value$4.0M (-$113.2K)
Filed 2026-10-20
Griffith & Werner, Inc.
INCREASED
Shares49,641 from 45,579
Change+4,062 (+9%)
Value$4.0M (+$206.7K)
Filed 2026-11-04
LMG Wealth Partners, LLC
DECREASED
Shares49,573 from 51,286
Change-1,713 (-3%)
Value$4.0M (-$269.9K)
Filed 2026-11-05
Avior Wealth Management, LLC
DECREASED
Shares49,421 from 54,170
Change-4,749 (-9%)
Value$4.0M (-$520.4K)
Filed 2026-10-13
Alps Advisors Inc
INCREASED
Shares49,385 from 45,342
Change+4,043 (+9%)
Value$4.0M (+$206.2K)
Filed 2026-11-03
Sigma Planning Corp
DECREASED
Shares49,357 from 50,675
Change-1,318 (-3%)
Value$4.0M (-$234.6K)
Filed 2026-10-23
Angeles Wealth Management, LLC
DECREASED
Shares49,280 from 50,781
Change-1,501 (-3%)
Value$3.9M (-$251.7K)
Filed 2026-10-26
Pacifica Partners Inc.
DECREASED
Shares48,913 from 49,086
Change-173 (0%)
Value$3.9M (-$271.6K)
Filed 2026-10-09
Pavion Blue Capital, LLC
DECREASED
Shares48,568 from 48,707
Change-139 (0%)
Value$3.9M (-$178.6K)
Filed 2026-11-05
Nvwm, LLC
DECREASED
Shares48,440 from 50,768
Change-2,328 (-5%)
Value$3.9M (-$317.8K)
Filed 2026-10-14
Focus Financial Network, Inc.
INCREASED
Shares48,333 from 47,945
Change+388 (+1%)
Value$3.9M (-$93.1K)
Filed 2026-10-14
Brookmont Capital Management
DECREASED
Shares47,122 from 49,184
Change-2,062 (-4%)
Value$3.8M (-$292.4K)
Filed 2026-10-23
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED
Shares47,022 from 54,322
Change-7,300 (-13%)
Value$3.8M (-$724.5K)
Filed 2026-10-21
Regions Financial Corp
DECREASED
Shares46,939 from 47,583
Change-644 (-1%)
Value$3.8M (-$174.8K)
Filed 2026-11-05
Evergreen Capital Management LLC
DECREASED
Shares46,805 from 47,147
Change-342 (-1%)
Value$3.7M (-$149.5K)
Filed 2026-10-23
Fideuram Asset Management (Ireland) dac
DECREASED
Shares46,541 from 62,243
Change-15,702 (-25%)
Value$4.0M (-$1.1M)
Filed 2026-10-29
SWS Partners
INCREASED
Shares46,456 from 43,645
Change+2,811 (+6%)
Value$3.7M (+$112.0K)
Filed 2026-10-26
Guardian Partners Inc.
DECREASED
Shares46,008 from 46,883
Change-875 (-2%)
Value$3.7M (-$191.5K)
Filed 2026-10-21
Scott Capital Advisors, LLC
INCREASED
Shares45,862 from 3,098
Change+42,764 (+1380%)
Value$3.7M (+$3.4M)
Filed 2026-10-13
AlphaCore Capital LLC
INCREASED
Shares45,844 from 40,206
Change+5,638 (+14%)
Value$3.7M (+$347.2K)
Filed 2026-11-04
Ascent Group, LLC
DECREASED
Shares45,160 from 46,888
Change-1,728 (-4%)
Value$3.6M (-$259.8K)
Filed 2026-10-30
Parallel Advisors, LLC
INCREASED
Shares45,014 from 43,555
Change+1,459 (+3%)
Value$3.6M (+$4.0K)
Filed 2026-11-03
Valeo Financial Advisors, LLC
DECREASED
Shares44,959 from 45,097
Change-138 (0%)
Value$3.6M (-$127.8K)
Filed 2026-10-08
Triumph Capital Management
INCREASED
Shares44,716 from 44,682
Change+34 (+0%)
Value$3.6M (-$113.0K)
Filed 2026-10-14
Praxis Investment Management Inc
INCREASED
Shares44,646 from 39,424
Change+5,222 (+13%)
Value$3.6K (-$3.3M)
Filed 2026-11-03
Argyle Capital Management, LLC
INCREASED
Shares44,273 from 42,998
Change+1,275 (+3%)
Value$3.5M (-$9.3K)
Filed 2026-10-28
Shayne & Jacobs, LLC
DECREASED
Shares43,905 from 44,705
Change-800 (-2%)
Value$3.5M (-$179.8K)
Filed 2026-10-21
Soltis Investment Advisors LLC
INCREASED
Shares43,755 from 39,643
Change+4,112 (+10%)
Value$3.5M (+$226.5K)
Filed 2026-10-28
Asio Capital, LLC
INCREASED
Shares43,596 from 42,740
Change+856 (+2%)
Value$3.5M (-$42.2K)
Filed 2026-10-19
Oarsman Capital, Inc.
DECREASED
Shares43,461 from 46,885
Change-3,424 (-7%)
Value$3.5M (-$395.5K)
Filed 2026-11-05
Firetrail Investments PTY LTD
DECREASED
Shares43,165 from 43,465
Change-300 (-1%)
Value$3.5M (-$100.9K)
Filed 2026-11-05
Moors & Cabot, Inc.
DECREASED
Shares42,981 from 43,063
Change-82 (0%)
Value$3.4M (-$118.1K)
Filed 2026-11-06
Compound Planning, Inc.
INCREASED
Shares42,851 from 40,332
Change+2,519 (+6%)
Value$3.4M (+$97.2K)
Filed 2026-11-05
Integrated Advisors Network LLC
DECREASED
Shares42,813 from 43,458
Change-645 (-1%)
Value$3.4M (-$164.2K)
Filed 2026-10-20
Cidel Asset Management Inc
INCREASED
Shares42,685 from 41,427
Change+1,258 (+3%)
Value$3.4M (-$6.6K)
Filed 2026-10-29
Welch & Forbes LLC
DECREASED
Shares42,395 from 44,645
Change-2,250 (-5%)
Value$3.4M (-$295.7K)
Filed 2026-11-04
Scissortail Wealth Management, LLC
INCREASED
Shares41,602 from 39,416
Change+2,186 (+6%)
Value$3.3M (+$72.9K)
Filed 2026-11-03
Harrell Investment Partners, LLC
INCREASED
Shares41,212 from 40,921
Change+291 (+1%)
Value$3.3M (-$82.7K)
Filed 2026-10-15
Bank of Stockton
DECREASED
Shares41,170 from 41,182
Change-12 (0%)
Value$3.3M (-$107.6K)
Filed 2026-10-20
Fisher Asset Management, LLC
INCREASED
Shares40,852 from 31,359
Change+9,493 (+30%)
Value$3.3M (+$678.7K)
Filed 2026-11-06
Capital Investment Advisors, LLC
INCREASED
Shares40,411 from 37,381
Change+3,030 (+8%)
Value$3.2M (+$145.7K)
Filed 2026-10-22
Robertson Stephens Wealth Management, LLC
DECREASED
Shares39,871 from 40,539
Change-668 (-2%)
Value$3.2M (-$158.5K)
Filed 2026-10-16
Markowski Investments
DECREASED
Shares39,723 from 44,188
Change-4,465 (-10%)
Value$3.2M (-$471.9K)
Filed 2026-10-30
Courier Capital LLC
INCREASED
Shares39,644 from 31,209
Change+8,435 (+27%)
Value$3.2M (+$594.3K)
Filed 2026-10-19
Fiduciary Family Office, LLC
INCREASED
Shares39,357 from 37,871
Change+1,486 (+4%)
Value$3.2M (+$20.9K)
Filed 2026-11-04
Perpetual Ltd
INCREASED
Shares38,784 from 36,649
Change+2,135 (+6%)
Value$3.1M (+$76.0K)
Filed 2026-10-13
Capital Investment Advisory Services, LLC
INCREASED
Shares37,612 from 31,650
Change+5,962 (+19%)
Value$3.0M (+$395.5K)
Filed 2026-10-30
Yarbrough Capital, LLC
UNCHANGED
Shares37,485 from 37,485
Change0 (0%)
Value$3.0M (-$97.1K)
Filed 2026-10-19
Avestar Capital, LLC
DECREASED
Shares37,464 from 38,371
Change-907 (-2%)
Value$3.0M (-$172.0K)
Filed 2026-10-28
Congress Park Capital LLC
INCREASED
Shares37,461 from 36,989
Change+472 (+1%)
Value$3.0M (-$58.1K)
Filed 2026-10-13
Marks Group Wealth Management, Inc
DECREASED
Shares37,438 from 38,680
Change-1,242 (-3%)
Value$3.0M (-$199.6K)
Filed 2026-11-05
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares37,418 from 35,315
Change+2,103 (+6%)
Value$3.0M (+$76.9K)
Filed 2026-10-27
Franklin Street Advisors Inc
INCREASED
Shares37,155 from 37,150
Change+5 (+0%)
Value$3.0M (-$95.8K)
Filed 2026-10-13
Trust Asset Management LLC
DECREASED
Shares36,974 from 37,062
Change-88 (0%)
Value$3.0M (-$103.0K)
Filed 2026-11-03
Baker Avenue Asset Management, LP
INCREASED
Shares36,759 from 35,155
Change+1,604 (+5%)
Value$2.9M (+$37.3K)
Filed 2026-11-06
Keystone Wealth Services, LLC
INCREASED
Shares36,587 from 36,339
Change+248 (+1%)
Value$2.9M (-$58.6K)
Filed 2026-11-03
GHP Investment Advisors, Inc.
INCREASED
Shares36,283 from 35,151
Change+1,132 (+3%)
Value$2.9M (-$444)
Filed 2026-10-15
Elevation Point Wealth Partners, LLC
DECREASED
Shares36,037 from 109,477
Change-73,440 (-67%)
Value$2.9M (-$6.2M)
Filed 2026-11-05
St. Louis Financial Planners Asset Management, LLC
DECREASED
Shares35,635 from 39,955
Change-4,320 (-11%)
Value$3.2M (-$219.4K)
Filed 2026-10-16
Wolverine Asset Management LLC
INCREASED
Shares35,623 from 14,520
Change+21,103 (+145%)
Value$2.9M (+$1.7M)
Filed 2026-11-02
Capital Investment Counsel, Inc
DECREASED
Shares35,602 from 36,240
Change-638 (-2%)
Value$2.8M (-$144.9K)
Filed 2026-10-20
Prime Capital Investment Advisors, LLC
DECREASED
Shares35,507 from 36,686
Change-1,179 (-3%)
Value$2.8M (-$189.4K)
Filed 2026-10-20
Balance Wealth Partners LLC
DECREASED
Shares35,448 from 60,185
Change-24,737 (-41%)
Value$2.8M (-$2.1M)
Filed 2026-10-27
Myriad Asset Management Advisors LLC
INCREASED
Shares35,215 from 25,716
Change+9,499 (+37%)
Value$2.8M (+$694.0K)
Filed 2026-11-03
Aaron Wealth Advisors LLC
DECREASED
Shares35,155 from 37,034
Change-1,879 (-5%)
Value$2.8M (-$246.3K)
Filed 2026-10-13
Marotta Asset Management
DECREASED
Shares35,049 from 35,131
Change-82 (0%)
Value$2.8M (-$213.5K)
Filed 2026-10-02
Triglav Investments, D.O.O.
INCREASED
Shares34,900 from 32,300
Change+2,600 (+8%)
Value$2.8M (+$124.5K)
Filed 2026-11-06
KCM Investment Advisors LLC
DECREASED
Shares34,279 from 35,531
Change-1,252 (-4%)
Value$2.7M (-$192.3K)
Filed 2026-10-27
Stableford Capital II LLC
DECREASED
Shares34,196 from 34,415
Change-219 (-1%)
Value$2.7M (-$106.7K)
Filed 2026-10-09
Deane Retirement Strategies, Inc.
DECREASED
Shares33,980 from 34,272
Change-292 (-1%)
Value$2.7M (-$112.7K)
Filed 2026-10-09
Gibbs Wealth Management
INCREASED
Shares33,899 from 31,976
Change+1,923 (+6%)
Value$2.7M (+$71.1K)
Filed 2026-10-22
Bennett Selby Investments LP
INCREASED
Shares33,291 from 33,284
Change+7 (+0%)
Value$2.7M (-$85.7K)
Filed 2026-10-19
Mine & Arao Wealth Creation & Management, Llc.
INCREASED
Shares33,150 from 33,013
Change+137 (+0%)
Value$2.7M (-$74.5K)
Filed 2026-10-29
Islay Capital Management, LLC
UNCHANGED
Shares33,134 from 33,134
Change0 (0%)
Value$2.7M (-$85.8K)
Filed 2026-10-20
CenterBook Partners LP
NEW
Shares33,095
Change+33,095
Value$2.6M
Filed 2026-11-02
Montag A & Associates Inc
INCREASED
Shares32,926 from 26,573
Change+6,353 (+24%)
Value$2.6M (+$439.7K)
Filed 2026-10-29
Moody National Bank Trust Division
DECREASED
Shares32,746 from 34,229
Change-1,483 (-4%)
Value$2.6M (-$207.4K)
Filed 2026-10-06
Sierra Summit Advisors LLC
DECREASED
Shares32,642 from 32,665
Change-23 (0%)
Value$2.6M (-$86.4K)
Filed 2026-10-28
Massachusetts Wealth Management
DECREASED
Shares32,487 from 33,065
Change-578 (-2%)
Value$2.6M (-$131.9K)
Filed 2026-10-21
Louisbourg Investments Inc.
INCREASED
Shares32,348 from 32,092
Change+256 (+1%)
Value$1.9M (-$39.5K)
Filed 2026-10-20
Venture Visionary Partners LLC
INCREASED
Shares32,329 from 29,896
Change+2,433 (+8%)
Value$2.6M (+$117.3K)
Filed 2026-10-07
Northside Capital Management, LLC
UNCHANGED
Shares32,273 from 32,273
Change0 (0%)
Value$2.6M (-$83.6K)
Filed 2026-10-13
Wilmington Savings Fund Society, FSB
DECREASED
Shares32,247 from 32,968
Change-721 (-2%)
Value$2.6M (-$143.1K)
Filed 2026-10-23
Shrier Wealth Management, LLC
DECREASED
Shares32,124 from 32,670
Change-546 (-2%)
Value$2.6M (-$128.4K)
Filed 2026-10-20
B. Riley Wealth Advisors, Inc.
INCREASED
Shares32,090 from 29,524
Change+2,566 (+9%)
Value$2.6M (+$103.2K)
Filed 2026-10-13
Shepherd Street Advisors LLC
DECREASED
Shares31,838 from 32,433
Change-595 (-2%)
Value$2.7M (-$178.1K)
Filed 2026-10-21
Advocate Group LLC
INCREASED
Shares31,735 from 31,581
Change+154 (+0%)
Value$2.5M (-$69.5K)
Filed 2026-10-19
Cookson Peirce & Co Inc
INCREASED
Shares31,711 from 27,376
Change+4,335 (+16%)
Value$2.5M (+$276.1K)
Filed 2026-10-30
Grimes & Co Wealth Management, LLC
DECREASED
Shares31,701 from 36,958
Change-5,257 (-14%)
Value$2.5M (-$516.6K)
Filed 2026-10-29
Sarasin & Partners LLP
NEW
Shares31,631
Change+31,631
Value$2.5M
Filed 2026-10-13
Frank, Rimerman Advisors LLC
INCREASED
Shares31,464 from 30,494
Change+970 (+3%)
Value$2.5M (-$1.3K)
Filed 2026-10-16
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
INCREASED
Shares31,244 from 4,443
Change+26,801 (+603%)
Value$2.5M (+$2.1M)
Filed 2026-10-22
Caliber Wealth Management, LLC / KS
INCREASED
Shares31,032 from 26,945
Change+4,087 (+15%)
Value$2.5M (+$257.4K)
Filed 2026-11-04
NBT Bank, N.A.
DECREASED
Shares30,866 from 31,569
Change-703 (-2%)
Value$2.5M (-$138.0K)
Filed 2026-10-21
Moneco Advisors, LLC
INCREASED
Shares30,805 from 30,651
Change+154 (+1%)
Value$2.5M (-$67.1K)
Filed 2026-11-05
Shade Tree Advisors LLC
NEW
Shares30,790
Change+30,790
Value$2.5M
Filed 2026-10-22
Dynamic Advisor Solutions LLC
INCREASED
Shares30,770 from 29,305
Change+1,465 (+5%)
Value$2.5M (+$41.4K)
Filed 2026-10-13
Granite Investment Partners, LLC
UNCHANGED
Shares30,587 from 30,587
Change0 (0%)
Value$2.4M (-$79.2K)
Filed 2026-11-04
Iams Wealth Management, LLC
DECREASED
Shares30,400 from 35,009
Change-4,609 (-13%)
Value$2.4M (-$459.7K)
Filed 2026-10-15
Acumen Wealth Advisors, LLC
INCREASED
Shares30,318 from 30,070
Change+248 (+1%)
Value$2.4M (-$58.0K)
Filed 2026-11-05
Chicago Capital, LLC
INCREASED
Shares30,205 from 30,204
Change+1 (0%)
Value$2.4M (-$78.1K)
Filed 2026-10-13
Mather Group, Llc.
DECREASED
Shares30,131 from 30,649
Change-518 (-2%)
Value$2.4M (-$120.9K)
Filed 2026-10-14
Smith Shellnut Wilson LLC
UNCHANGED
Shares30,106 from 30,106
Change0 (0%)
Value$2.4M (-$78.0K)
Filed 2026-10-21
Shelton Wealth Management, LLC
INCREASED
Shares30,020 from 29,918
Change+102 (+0%)
Value$2.4M (-$69.3K)
Filed 2026-10-16
Great Lakes Retirement, Inc.
DECREASED
Shares30,016 from 53,971
Change-23,955 (-44%)
Value$2.4M (-$2.1M)
Filed 2026-10-26
InvesTrust
DECREASED
Shares29,974 from 36,665
Change-6,691 (-18%)
Value$2.4M (-$630.6K)
Filed 2026-10-14
SBI Securities Co., Ltd.
INCREASED
Shares29,927 from 29,173
Change+754 (+3%)
Value$2.4M (-$15.2K)
Filed 2026-10-22
Nilsine Partners, LLC
DECREASED
Shares29,780 from 30,323
Change-543 (-2%)
Value$2.4M (-$122.0K)
Filed 2026-11-02
Neville Rodie & Shaw Inc
UNCHANGED
Shares29,602 from 29,602
Change0 (0%)
Value$2.4K (-$77)
Filed 2026-10-05
Kingswood Wealth Advisors, LLC
INCREASED
Shares29,577 from 28,021
Change+1,556 (+6%)
Value$2.4M (+$52.0K)
Filed 2026-10-23
Applied Capital LLC
DECREASED
Shares29,497 from 29,594
Change-97 (0%)
Value$2.4M (-$84.4K)
Filed 2026-10-07
Premier Path Wealth Partners, LLC
INCREASED
Shares29,284 from 28,987
Change+297 (+1%)
Value$2.3M (-$51.3K)
Filed 2026-10-16
Profund Advisors LLC
INCREASED
Shares29,204 from 26,872
Change+2,332 (+9%)
Value$2.3M (+$117.1K)
Filed 2026-10-29
Argus Investors' Counsel, Inc.
DECREASED
Shares29,151 from 29,328
Change-177 (-1%)
Value$2.3M (-$90.1K)
Filed 2026-10-09
AF Advisors, Inc.
UNCHANGED
Shares29,040 from 29,040
Change0 (0%)
Value$2.3M (-$75.2K)
Filed 2026-11-06
Roxbury Financial LLC
INCREASED
Shares28,976 from 28,926
Change+50 (+0%)
Value$2.3M (-$70.9K)
Filed 2026-10-01
Portfolio Design Labs, LLC
INCREASED
Shares28,925 from 28,877
Change+48 (+0%)
Value$2.3M (-$70.9K)
Filed 2026-11-04
AMI Investment Management Inc
INCREASED
Shares28,915 from 28,016
Change+899 (+3%)
Value$2.3M (-$597)
Filed 2026-10-27
Triangle Securities Wealth Management
DECREASED
Shares28,879 from 32,176
Change-3,297 (-10%)
Value$2.3M (-$347.2K)
Filed 2026-10-14
Mystic Asset Management, Inc.
INCREASED
Shares28,825 from 28,163
Change+662 (+2%)
Value$2.3M (-$19.9K)
Filed 2026-10-15
Scott & Selber, Inc.
DECREASED
Shares28,773 from 28,806
Change-33 (0%)
Value$2.3M (-$77.3K)
Filed 2026-10-21
EverSource Wealth Advisors, LLC
INCREASED
Shares28,702 from 28,424
Change+278 (+1%)
Value$2.3M (-$51.3K)
Filed 2026-11-04
Bailard, Inc.
INCREASED
Shares28,621 from 28,258
Change+363 (+1%)
Value$2.3M (-$44.1K)
Filed 2026-10-13
Level Four Advisory Services, LLC
INCREASED
Shares28,604 from 28,459
Change+145 (+1%)
Value$2.3M (-$62.1K)
Filed 2026-11-06
Florida Trust Wealth Management Co
DECREASED
Shares28,541 from 31,186
Change-2,645 (-8%)
Value$2.3M (-$292.5K)
Filed 2026-11-05
Revisor Wealth Management LLC
DECREASED
Shares28,515 from 29,755
Change-1,240 (-4%)
Value$2.3M (-$120.9K)
Filed 2026-10-20
Cigna Investments Inc
DECREASED
Shares28,328 from 28,834
Change-506 (-2%)
Value$2.3K (-$2.4M)
Filed 2026-10-19
ZWJ Investment Counsel Inc
DECREASED
Shares28,232 from 28,383
Change-151 (-1%)
Value$2.3M (-$85.6K)
Filed 2026-10-15
Plancorp, LLC
INCREASED
Shares28,184 from 21,013
Change+7,171 (+34%)
Value$2.4M (+$508.3K)
Filed 2026-11-03
Avantra Family Wealth, Inc.
DECREASED
Shares28,180 from 31,856
Change-3,676 (-12%)
Value$2.3M (-$376.8K)
Filed 2026-10-20
Axxcess Wealth Management, LLC
DECREASED
Shares27,860 from 57,863
Change-30,003 (-52%)
Value$2.2M (-$2.6M)
Filed 2026-10-21
Carret Asset Management, LLC
DECREASED
Shares27,355 from 27,497
Change-142 (-1%)
Value$2.2M (-$82.6K)
Filed 2026-11-04
Verdence Capital Advisors LLC
DECREASED
Shares27,260 from 43,002
Change-15,742 (-37%)
Value$2.2M (-$1.4M)
Filed 2026-10-26
Wesbanco Bank Inc
DECREASED
Shares27,230 from 30,153
Change-2,923 (-10%)
Value$2.2M (-$312.1K)
Filed 2026-11-04
Krilogy Financial LLC
INCREASED
Shares27,214 from 23,477
Change+3,737 (+16%)
Value$2.3M (+$327.3K)
Filed 2026-10-13
McKinley Carter Wealth Services, Inc.
INCREASED
Shares27,184 from 24,853
Change+2,331 (+9%)
Value$2.2M (+$122.3K)
Filed 2026-10-16
Simplex Trading, LLC
DECREASED
Shares26,807 from 43,709
Change-16,902 (-39%)
Value$2.1M (-$1.5M)
Filed 2026-11-04
Everett Harris & Co
UNCHANGED
Shares26,357 from 26,357
Change0 (0%)
Value$2.1M (-$68.3K)
Filed 2026-10-28
Central Trust Co
DECREASED
Shares26,317 from 26,831
Change-514 (-2%)
Value$2.1M (-$110.6K)
Filed 2026-11-05
Central Pacific Bank - Trust Division
DECREASED
Shares26,258 from 26,674
Change-416 (-2%)
Value$2.1M (-$102.4K)
Filed 2026-10-06
Bison Wealth, LLC
INCREASED
Shares26,181 from 19,529
Change+6,652 (+34%)
Value$2.2M (+$473.6K)
Filed 2026-10-13
YHB Investment Advisors, Inc.
INCREASED
Shares26,045 from 25,585
Change+460 (+2%)
Value$2.1M (-$29.4K)
Filed 2026-10-08
Rossmore Private Capital
INCREASED
Shares25,960 from 25,560
Change+400 (+2%)
Value$2.1M (-$34.2K)
Filed 2026-10-27
Laurel Wealth Advisors LLC
INCREASED
Shares25,910 from 25,610
Change+300 (+1%)
Value$2.1M (-$42.3K)
Filed 2026-10-27
SeaBridge Investment Advisors LLC
INCREASED
Shares25,814 from 17,346
Change+8,468 (+49%)
Value$2.1M (+$632.9K)
Filed 2026-11-02
71 West Capital Partners
INCREASED
Shares25,519 from 24,134
Change+1,385 (+6%)
Value$2.0M (+$48.4K)
Filed 2026-11-04
Pictet Bank & Trust Ltd
DECREASED
Shares25,410 from 27,848
Change-2,438 (-9%)
Value$2.0M (-$267.3K)
Filed 2026-10-21
Greenspring Advisors, LLC
INCREASED
Shares25,016 from 12,305
Change+12,711 (+103%)
Value$2.0M (+$985.7K)
Filed 2026-11-05
Princeton Capital Management LLC
INCREASED
Shares24,977 from 24,623
Change+354 (+1%)
Value$2.0M (-$35.5K)
Filed 2026-10-27
Princeton Global Asset Management LLC
INCREASED
Shares24,727 from 24,726
Change+1 (0%)
Value$2.0M (-$64.0K)
Filed 2026-10-21
Welch Group, LLC
DECREASED
Shares24,715 from 24,719
Change-4 (0%)
Value$2.0M (-$64.4K)
Filed 2026-10-29
Riverchase Wealth Management, LLC
INCREASED
Shares24,693 from 24,222
Change+471 (+2%)
Value$2.0M (-$25.0K)
Filed 2026-10-28
Aviso Wealth Management
DECREASED
Shares24,474 from 25,939
Change-1,465 (-6%)
Value$2.0M (-$184.6K)
Filed 2026-11-04
Center for Wealth Management Advisory
NEW
Shares24,358
Change+24,358
Value$1.9M
Filed 2026-10-23
Meridian Investment Counsel Inc.
DECREASED
Shares24,118 from 24,368
Change-250 (-1%)
Value$1.9M (-$83.1K)
Filed 2026-10-14
Peoples Bank
DECREASED
Shares24,083 from 24,410
Change-327 (-1%)
Value$1.9M (-$89.4K)
Filed 2026-10-09
Insight Advisors, LLC/ PA
DECREASED
Shares24,002 from 24,317
Change-315 (-1%)
Value$1.9M (-$88.2K)
Filed 2026-10-22
Everhart Financial Group, Inc.
INCREASED
Shares23,996 from 23,180
Change+816 (+4%)
Value$1.9M (+$5.3K)
Filed 2026-10-08
RMR Wealth Builders
NEW
Shares23,889
Change+23,889
Value$1.9M
Filed 2026-10-22
Phoenix Wealth Advisors
DECREASED
Shares23,882 from 23,996
Change-114 (0%)
Value$1.9M (-$71.3K)
Filed 2026-11-03
CWC Advisors, Llc.
INCREASED
Shares23,876 from 23,838
Change+38 (+0%)
Value$1.9M (-$58.7K)
Filed 2026-10-15
Beese Fulmer Investment Management, Inc.
INCREASED
Shares23,844 from 19,740
Change+4,104 (+21%)
Value$1.9M (+$277.4K)
Filed 2026-10-23
Cadinha & Co LLC
UNCHANGED
Shares23,802 from 23,802
Change0 (0%)
Value$1.9M (-$61.6K)
Filed 2026-10-22
Aspire Private Capital, LLC
DECREASED
Shares23,698 from 24,406
Change-708 (-3%)
Value$1.9M (-$119.9K)
Filed 2026-11-05
Independent Financial Group, LLC
DECREASED
Shares23,652 from 24,711
Change-1,059 (-4%)
Value$1.9M (-$148.8K)
Filed 2026-10-13
VestGen Advisors, LLC
DECREASED
Shares23,651 from 28,821
Change-5,170 (-18%)
Value$1.9M (-$488.5K)
Filed 2026-10-27
Howard Capital Management, LLC
DECREASED
Shares23,582 from 23,842
Change-260 (-1%)
Value$1.9M (-$82.6K)
Filed 2026-10-16
Hixon Zuercher, LLC
DECREASED
Shares23,354 from 27,003
Change-3,649 (-14%)
Value$1.9M (-$362.1K)
Filed 2026-10-13
Trinity Financial Advisors LLC
DECREASED
Shares23,269 from 26,301
Change-3,032 (-12%)
Value$1.9M (-$310.8K)
Filed 2026-10-09
Citizens National Bank Trust Department
UNCHANGED
Shares23,082 from 23,082
Change0 (0%)
Value$1.8M (-$59.8K)
Filed 2026-11-04
Fluent Financial, LLC
NEW
Shares23,058
Change+23,058
Value$1.8M
Filed 2026-10-13
Summit Global Investments
INCREASED
Shares23,006 from 13,886
Change+9,120 (+66%)
Value$1.8K (-$1.1M)
Filed 2026-10-28
Carnegie Investment Counsel
DECREASED
Shares22,994 from 23,635
Change-641 (-3%)
Value$1.8M (-$112.5K)
Filed 2026-10-20
Heritage Family Offices, LLP
DECREASED
Shares22,924 from 22,998
Change-74 (0%)
Value$1.8M (-$65.5K)
Filed 2026-11-02
Blue Trust, Inc.
DECREASED
Shares22,437 from 26,563
Change-4,126 (-16%)
Value$1.8M (-$399.1K)
Filed 2026-10-15
CX Institutional
INCREASED
Shares22,306 from 18,127
Change+4,179 (+23%)
Value$1.8K (+$288)
Filed 2026-10-02
First National Bank Sioux Falls
INCREASED
Shares22,301 from 13,485
Change+8,816 (+65%)
Value$1.8M (+$689.5K)
Filed 2026-10-13
Private Trust Co NA
INCREASED
Shares22,150 from 21,549
Change+601 (+3%)
Value$1.8M (-$7.7K)
Filed 2026-10-20
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares22,135 from 22,982
Change-847 (-4%)
Value$1.8M (-$127.3K)
Filed 2026-10-05
Midwest Trust Co
INCREASED
Shares22,049 from 19,633
Change+2,416 (+12%)
Value$1.8M (+$142.6K)
Filed 2026-10-22
American State Bank (Iowa)
INCREASED
Shares22,022 from 21,368
Change+654 (+3%)
Value$1.8M (-$3.0K)
Filed 2026-11-03
Alta Advisers Ltd
INCREASED
Shares21,747 from 12,407
Change+9,340 (+75%)
Value$1.7M (+$715.5K)
Filed 2026-11-02
Pflug Koory, LLC
UNCHANGED
Shares21,657 from 21,657
Change0 (0%)
Value$1.7M (-$56.1K)
Filed 2026-10-26
Fulton Bank, N.A.
DECREASED
Shares21,642 from 21,736
Change-94 (0%)
Value$1.7M (-$63.8K)
Filed 2026-10-14
Kentucky Farm Bureau Mutual Insurance Co
UNCHANGED
Shares21,634 from 21,634
Change0 (0%)
Value$1.7M (-$56.0K)
Filed 2026-11-06
Generali Investments, Management Co LLC
INCREASED
Shares21,554 from 6,713
Change+14,841 (+221%)
Value$1.7M (+$1.2M)
Filed 2026-10-19
True Private Wealth Advisors
DECREASED
Shares21,517 from 21,688
Change-171 (-1%)
Value$1.7M (-$69.8K)
Filed 2026-10-19
Accretive Wealth Partners, LLC
INCREASED
Shares21,225 from 20,668
Change+557 (+3%)
Value$1.7M (-$8.9K)
Filed 2026-11-06
Catherine Avery Investment Management LLC
NEW
Shares21,020
Change+21,020
Value$1.7M
Filed 2026-10-14
Washington Trust Bank
DECREASED
Shares20,946 from 20,986
Change-40 (0%)
Value$1.7M (-$57.6K)
Filed 2026-11-03
VCI Wealth Management LLC
DECREASED
Shares20,876 from 22,824
Change-1,948 (-9%)
Value$1.7M (-$215.1K)
Filed 2026-10-29
Burke & Herbert Bank & Trust Co
UNCHANGED
Shares20,766 from 20,766
Change0 (0%)
Value$1.7M (-$53.8K)
Filed 2026-11-02
Busey Bank
DECREASED
Shares20,601 from 20,957
Change-356 (-2%)
Value$1.6M (-$82.8K)
Filed 2026-10-26
Graves Light Lenhart Wealth, Inc.
DECREASED
Shares20,591 from 20,755
Change-164 (-1%)
Value$1.6M (-$67.0K)
Filed 2026-10-09
Marin Bay Wealth Advisors, LLC
DECREASED
Shares20,491 from 21,074
Change-583 (-3%)
Value$1.6M (-$101.2K)
Filed 2026-10-28
First Bank & Trust
DECREASED
Shares20,351 from 20,535
Change-184 (-1%)
Value$1.6M (-$67.9K)
Filed 2026-10-19
Gryphon Financial Partners LLC
INCREASED
Shares20,336 from 20,109
Change+227 (+1%)
Value$1.6M (-$33.9K)
Filed 2026-11-04
Conning Inc.
DECREASED
Shares20,293 from 20,361
Change-68 (0%)
Value$1.6M (-$58.2K)
Filed 2026-10-27
LS Investment Advisors, LLC
UNCHANGED
Shares20,213 from 20,213
Change0 (0%)
Value$1.6M (-$52.4K)
Filed 2026-10-13
NWF Advisory Services Inc.
DECREASED
Shares20,122 from 21,571
Change-1,449 (-7%)
Value$1.6M (-$171.9K)
Filed 2026-10-19
HBK Sorce Advisory LLC
DECREASED
Shares20,112 from 23,925
Change-3,813 (-16%)
Value$1.7M (-$427.9K)
Filed 2026-11-06
Jeppson Wealth Management, LLC
DECREASED
Shares20,072 from 20,341
Change-269 (-1%)
Value$1.6M (-$74.2K)
Filed 2026-10-20
Citadel Investment Advisory, Inc.
INCREASED
Shares20,041 from 19,775
Change+266 (+1%)
Value$1.6M (-$30.0K)
Filed 2026-10-15
Provenance Wealth Advisors, LLC
INCREASED
Shares20,010 from 135
Change+19,875 (+14722%)
Value$1.6M (+$1.6M)
Filed 2026-10-30
Aspiriant, LLC
DECREASED
Shares19,845 from 23,728
Change-3,883 (-16%)
Value$1.6M (-$372.3K)
Filed 2026-10-16
LJI Wealth Management, LLC
DECREASED
Shares19,746 from 20,431
Change-685 (-3%)
Value$1.6M (-$107.8K)
Filed 2026-10-28
Occidental Asset Management, LLC
INCREASED
Shares19,660 from 6,760
Change+12,900 (+191%)
Value$1.6M (+$1.0M)
Filed 2026-11-05
West Branch Capital LLC
DECREASED
Shares19,562 from 22,485
Change-2,923 (-13%)
Value$1.6M (-$292.2K)
Filed 2026-10-20
Leisure Capital Management
DECREASED
Shares19,553 from 19,981
Change-428 (-2%)
Value$1.6M (-$86.0K)
Filed 2026-11-03
Modera Wealth Management, LLC
DECREASED
Shares19,466 from 19,880
Change-414 (-2%)
Value$1.6M (-$84.6K)
Filed 2026-10-28
Rayburn West Financial Services LLC
UNCHANGED
Shares19,450 from 19,450
Change0 (0%)
Value$1.6M (-$50.4K)
Filed 2026-11-03
LexAurum Advisors, LLC
DECREASED
Shares19,300 from 19,788
Change-488 (-2%)
Value$1.5M (-$90.3K)
Filed 2026-10-19
Sage Rhino Capital LLC
INCREASED
Shares19,273 from 18,393
Change+880 (+5%)
Value$1.5M (+$22.8K)
Filed 2026-10-28
Aprio Wealth Management, LLC
INCREASED
Shares19,247 from 18,188
Change+1,059 (+6%)
Value$1.5M (+$37.7K)
Filed 2026-10-28
Larson Financial Group LLC
INCREASED
Shares19,216 from 17,189
Change+2,027 (+12%)
Value$1.5M (+$117.7K)
Filed 2026-11-05
Canandaigua National Bank & Trust Co
DECREASED
Shares19,206 from 20,730
Change-1,524 (-7%)
Value$1.5M (-$175.7K)
Filed 2026-10-07
MTM Investment Management, LLC
INCREASED
Shares19,189 from 19,173
Change+16 (+0%)
Value$1.5M (-$48.4K)
Filed 2026-10-30
Supplemental Annuity Collective Trust of NJ
DECREASED
Shares19,134 from 19,628
Change-494 (-3%)
Value$1.5M (-$90.4K)
Filed 2026-11-02
Lighthouse Financial Services Inc
INCREASED
Shares19,132 from 18,998
Change+134 (+1%)
Value$1.5M (-$101.2K)
Filed 2026-11-02
Cypress Wealth Services, LLC
DECREASED
Shares19,097 from 20,018
Change-921 (-5%)
Value$1.6M (-$97.6K)
Filed 2026-10-21
Parsons Capital Management Inc
DECREASED
Shares19,054 from 19,204
Change-150 (-1%)
Value$1.5M (-$61.7K)
Filed 2026-10-28
First Horizon Corp
DECREASED
Shares19,036 from 19,382
Change-346 (-2%)
Value$1.5M (-$77.9K)
Filed 2026-10-26
Jacobi Capital Management LLC
INCREASED
Shares19,027 from 19,025
Change+2 (+0%)
Value$1.5M (-$49.1K)
Filed 2026-11-05
Curated Wealth Partners LLC
INCREASED
Shares18,988 from 5,542
Change+13,446 (+243%)
Value$1.5M (+$1.1M)
Filed 2026-10-15
Breakwater Capital Group
DECREASED
Shares18,988 from 19,230
Change-242 (-1%)
Value$1.5M (-$69.2K)
Filed 2026-10-09
Chicago Trust Co NA
INCREASED
Shares18,955 from 18,018
Change+937 (+5%)
Value$1.5M (+$28.3K)
Filed 2026-10-28
Zions Bancorporation, National Association
INCREASED
Shares18,883 from 7,400
Change+11,483 (+155%)
Value$1.5M (+$900.0K)
Filed 2026-11-06
Crown Wealth Group, LLC
INCREASED
Shares18,878 from 18,632
Change+246 (+1%)
Value$1.5M (-$28.6K)
Filed 2026-10-19
Collar Capital Management, LLC
UNCHANGED
Shares18,867 from 18,867
Change0 (0%)
Value$1.5M (-$48.9K)
Filed 2026-10-28
Meridian Wealth Management, LLC
INCREASED
Shares18,854 from 18,804
Change+50 (+0%)
Value$1.5M (-$44.7K)
Filed 2026-11-05
M.E. Allison & Co., Inc.
INCREASED
Shares18,787 from 18,785
Change+2 (+0%)
Value$1.5M (-$48.5K)
Filed 2026-10-09
William B. Walkup & Associates, Inc.
DECREASED
Shares18,723 from 18,842
Change-119 (-1%)
Value$1.5M (-$58.4K)
Filed 2026-11-05
Wealthcare Advisory Partners LLC
INCREASED
Shares18,601 from 17,760
Change+841 (+5%)
Value$1.5M (+$21.3K)
Filed 2026-10-21
Kathmere Capital Management, LLC
INCREASED
Shares18,548 from 17,179
Change+1,369 (+8%)
Value$1.5M (+$65.1K)
Filed 2026-10-20
BLB&B Advisors, LLC
DECREASED
Shares18,493 from 19,034
Change-541 (-3%)
Value$1.5M (-$92.6K)
Filed 2026-10-27
Farmers & Merchants Trust Co of Long Beach
DECREASED
Shares18,489 from 18,508
Change-19 (0%)
Value$1.5M (-$49.5K)
Filed 2026-10-22
Lazari Capital Management, Inc.
DECREASED
Shares18,484 from 18,523
Change-39 (0%)
Value$1.5M (-$51.1K)
Filed 2026-10-20
Caldwell Trust Co
DECREASED
Shares18,477 from 18,677
Change-200 (-1%)
Value$1.5M (-$64.4K)
Filed 2026-10-30
Turtle Creek Wealth Advisors, LLC
INCREASED
Shares18,470 from 14,471
Change+3,999 (+28%)
Value$1.5M (+$282.6K)
Filed 2026-10-15
Compass Financial Management LLC
INCREASED
Shares18,436 from 17,089
Change+1,347 (+8%)
Value$1.5M (+$39.3K)
Filed 2026-10-30
Investors Asset Management of Georgia Inc
DECREASED
Shares18,436 from 19,079
Change-643 (-3%)
Value$1.5M (-$100.8K)
Filed 2026-10-20
Accurate Wealth Management, LLC
INCREASED
Shares18,362 from 14,780
Change+3,582 (+24%)
Value$1.5M (+$197.0K)
Filed 2026-10-20
TMB Capital Partners, LLC
INCREASED
Shares18,350 from 17,955
Change+395 (+2%)
Value$1.5M (-$14.9K)
Filed 2026-10-20
Sweeney & Michel, LLC
INCREASED
Shares18,299 from 18,262
Change+37 (+0%)
Value$1.5M (-$128.6K)
Filed 2026-10-16
Kennedy Investment Group, Inc.
DECREASED
Shares18,215 from 18,806
Change-591 (-3%)
Value$1.5M (-$96.0K)
Filed 2026-10-21
Machina Capital S.A.S.
DECREASED
Shares18,129 from 43,515
Change-25,386 (-58%)
Value$1.5M (-$2.1M)
Filed 2026-11-05
TritonPoint Partners, LLC
DECREASED
Shares18,099 from 54,998
Change-36,899 (-67%)
Value$1.4M (-$3.1M)
Filed 2026-11-05
Retirement Planning Co of New England, Inc.
DECREASED
Shares18,037 from 18,393
Change-356 (-2%)
Value$1.4M (-$76.1K)
Filed 2026-10-15
1834 Investment Advisors Co
INCREASED
Shares17,952 from 16,719
Change+1,233 (+7%)
Value$1.4M (+$55.4K)
Filed 2026-10-16
AdvisorNet Financial, Inc
INCREASED
Shares17,933 from 16,065
Change+1,868 (+12%)
Value$1.5M (+$123.1K)
Filed 2026-10-15
Themes Management Co LLC
INCREASED
Shares17,817 from 11,647
Change+6,170 (+53%)
Value$1.4M (+$463.7K)
Filed 2026-10-29
Avidian Wealth Enterprises, LLC
INCREASED
Shares17,781 from 16,062
Change+1,719 (+11%)
Value$1.4M (+$96.0K)
Filed 2026-10-08
International Assets Investment Management, LLC
DECREASED
Shares17,708 from 264,493
Change-246,785 (-93%)
Value$1.4M (-$583.0K)
Filed 2026-11-02
Chemistry Wealth Management LLC
DECREASED
Shares17,650 from 18,388
Change-738 (-4%)
Value$1.4M (-$106.7K)
Filed 2026-10-16
Fulcrum Asset Management LLP
NEW
Shares17,619
Change+17,619
Value$1.4M
Filed 2026-11-04
Indivisible Partners
INCREASED
Shares17,611 from 15,693
Change+1,918 (+12%)
Value$1.4M (+$112.9K)
Filed 2026-10-26
Gilpin Wealth Management, LLC
DECREASED
Shares17,608 from 17,800
Change-192 (-1%)
Value$1.4M (-$61.5K)
Filed 2026-10-09
Valtinson Bruner Financial Planning LLC
DECREASED
Shares17,604 from 17,728
Change-124 (-1%)
Value$1.4M (-$55.8K)
Filed 2026-11-02
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares17,544 from 17,799
Change-255 (-1%)
Value$1.4M (-$66.5K)
Filed 2026-10-27
Providence Wealth Advisors, LLC
DECREASED
Shares17,514 from 17,638
Change-124 (-1%)
Value$1.4M (-$101.9K)
Filed 2026-10-29
Americana Partners, LLC
INCREASED
Shares17,513 from 15,167
Change+2,346 (+15%)
Value$1.4M (+$148.5K)
Filed 2026-10-28
MBL Wealth, LLC
INCREASED
Shares17,512 from 12,037
Change+5,475 (+45%)
Value$1.4M (+$407.1K)
Filed 2026-10-22
Excalibur Management Corp
DECREASED
Shares17,498 from 17,671
Change-173 (-1%)
Value$1.4M (-$59.6K)
Filed 2026-11-02
Boltwood Capital Management
INCREASED
Shares17,465 from 17,160
Change+305 (+2%)
Value$1.4M (-$20.0K)
Filed 2026-10-02
RIA Advisory Group LLC
INCREASED
Shares17,361 from 17,358
Change+3 (+0%)
Value$1.4M (-$44.7K)
Filed 2026-10-15
Dickmeyer Boyce Financial Management, Inc.
DECREASED
Shares17,259 from 17,288
Change-29 (0%)
Value$1.4M (-$47.1K)
Filed 2026-10-08
Bernicke Wealth Management, Ltd.
UNCHANGED
Shares17,208 from 17,208
Change0 (0%)
Value$1.4M (-$44.6K)
Filed 2026-11-06
Trust Co of Toledo NA
DECREASED
Shares17,153 from 18,453
Change-1,300 (-7%)
Value$1.4M (-$151.9K)
Filed 2026-10-16
Palisade Asset Management, LLC
INCREASED
Shares17,038 from 16,837
Change+201 (+1%)
Value$1.4M (-$27.5K)
Filed 2026-11-03
Concord Wealth Partners
INCREASED
Shares16,951 from 16,568
Change+383 (+2%)
Value$1.4M (-$12.2K)
Filed 2026-11-02
Fiduciary Alliance LLC
DECREASED
Shares16,869 from 17,262
Change-393 (-2%)
Value$1.4M (-$76.2K)
Filed 2026-10-13
Vivid Wealth Management, LLC
INCREASED
Shares16,853 from 16,789
Change+64 (+0%)
Value$1.3M (-$38.3K)
Filed 2026-10-27
North Star Investment Management Corp.
INCREASED
Shares16,718 from 16,632
Change+86 (+1%)
Value$1.3M (-$36.2K)
Filed 2026-10-27
Diligent Investors, LLC
INCREASED
Shares16,623 from 16,609
Change+14 (+0%)
Value$1.3M (-$41.8K)
Filed 2026-10-21
Nicholas Hoffman & Company, Llc.
DECREASED
Shares16,442 from 17,207
Change-765 (-4%)
Value$1.3M (-$105.8K)
Filed 2026-10-30
Peachtree Investment Partners, LLC
INCREASED
Shares16,385 from 2,730
Change+13,655 (+500%)
Value$1.3M (+$1.1M)
Filed 2026-11-05
Parkside Financial Bank & Trust
INCREASED
Shares16,318 from 15,048
Change+1,270 (+8%)
Value$1.3M (+$62.7K)
Filed 2026-10-27
Generali Asset Management SPA SGR
DECREASED
Shares16,233 from 16,950
Change-717 (-4%)
Value$1.3M (-$101.3K)
Filed 2026-10-26
Nova Financial LLC
NEW
Shares16,190
Change+16,190
Value$1.3M
Filed 2026-11-04
Concord Asset Management, LLC
INCREASED
Shares16,175 from 15,681
Change+494 (+3%)
Value$1.3M (-$1.1K)
Filed 2026-11-02
Eastern Bank
INCREASED
Shares16,113 from 15,388
Change+725 (+5%)
Value$1.3M (+$18.2K)
Filed 2026-10-05
Biltmore Family Office, LLC
DECREASED
Shares16,071 from 16,075
Change-4 (0%)
Value$1.3M (-$42.0K)
Filed 2026-11-03
M Holdings Securities, Inc.
NEW
Shares16,045
Change+16,045
Value$1.4K
Filed 2026-11-03
Essex Bank
DECREASED
Shares15,988 from 16,076
Change-88 (-1%)
Value$1.3M (-$48.5K)
Filed 2026-10-16
Sentry LLC
UNCHANGED
Shares15,972 from 15,972
Change0 (0%)
Value$1.3M (-$41.4K)
Filed 2026-10-30
MFA Wealth Services
DECREASED
Shares15,756 from 16,712
Change-956 (-6%)
Value$1.3M (-$119.8K)
Filed 2026-10-14
LVW Advisors, LLC
INCREASED
Shares15,755 from 15,383
Change+372 (+2%)
Value$1.3M (-$10.1K)
Filed 2026-10-19
PDS Planning, Inc
INCREASED
Shares15,671 from 14,211
Change+1,460 (+10%)
Value$1.3M (+$80.1K)
Filed 2026-11-03
Resonant Capital Advisors, LLC
INCREASED
Shares15,526 from 14,682
Change+844 (+6%)
Value$1.2M (+$29.5K)
Filed 2026-10-15
Koshinski Asset Management, Inc.
INCREASED
Shares15,489 from 15,139
Change+350 (+2%)
Value$1.2M (-$11.2K)
Filed 2026-10-29
Aljian Capital Management, LLC
DECREASED
Shares15,460 from 15,576
Change-116 (-1%)
Value$1.2M (-$49.6K)
Filed 2026-10-28
Eclectic Associates Inc
INCREASED
Shares15,394 from 15,124
Change+270 (+2%)
Value$1.2M (-$17.5K)
Filed 2026-10-09
AMG National Trust Bank
DECREASED
Shares15,384 from 15,637
Change-253 (-2%)
Value$1.2M (-$60.8K)
Filed 2026-11-05
Castle Rock Wealth Management, LLC
INCREASED
Shares15,378 from 15,320
Change+58 (+0%)
Value$1.3M (-$63.2K)
Filed 2026-10-09
Kanawha Capital Management LLC
INCREASED
Shares15,330 from 15,296
Change+34 (+0%)
Value$1.2M (-$36.9K)
Filed 2026-10-19
Cohen Capital Management, Inc.
UNCHANGED
Shares15,291 from 15,291
Change0 (0%)
Value$1.2M (-$39.6K)
Filed 2026-10-14
First National Trust Co
DECREASED
Shares15,225 from 15,387
Change-162 (-1%)
Value$1.2M (-$52.8K)
Filed 2026-10-28
MV Capital Management, Inc.
DECREASED
Shares15,193 from 15,414
Change-221 (-1%)
Value$1.2M (-$57.6K)
Filed 2026-10-29
McGlone Suttner Wealth Management, Inc.
INCREASED
Shares15,144 from 15,052
Change+92 (+1%)
Value$1.2M (-$31.6K)
Filed 2026-10-13
1900 Wealth Management LLC
INCREASED
Shares15,143 from 12,801
Change+2,342 (+18%)
Value$1.2M (+$154.3K)
Filed 2026-10-13
Anchyra Partners LLC
INCREASED
Shares15,138 from 13,500
Change+1,638 (+12%)
Value$1.2M (+$96.2K)
Filed 2026-10-13
Northwest Wealth Management, LLC
INCREASED
Shares15,136 from 15,115
Change+21 (+0%)
Value$1.2M (-$37.4K)
Filed 2026-10-30
Mesirow Financial Investment Management, Inc.
INCREASED
Shares15,044 from 14,786
Change+258 (+2%)
Value$1.2M (-$17.7K)
Filed 2026-11-05
Lantz Financial LLC
INCREASED
Shares15,008 from 14,912
Change+96 (+1%)
Value$1.2M (-$31.0K)
Filed 2026-10-15
Fortitude Financial, LLC
NEW
Shares15,000
Change+15,000
Value$1.2M
Filed 2026-10-19
Murphy, Middleton, Hinkle & Parker, Inc.
DECREASED
Shares14,932 from 15,351
Change-419 (-3%)
Value$1.2M (-$73.3K)
Filed 2026-10-15
Lanark Financial, Inc.
DECREASED
Shares14,885 from 15,097
Change-212 (-1%)
Value$1.2M (-$56.1K)
Filed 2026-10-26
Lipe & Dalton
UNCHANGED
Shares14,838 from 14,838
Change0 (0%)
Value$1.2K (-$38)
Filed 2026-10-15
Unique Wealth Strategies, LLC
UNCHANGED
Shares14,823 from 14,823
Change0 (0%)
Value$1.2M ($0)
Filed 2026-10-13
Aerodigm Wealth, LLC
DECREASED
Shares14,739 from 17,987
Change-3,248 (-18%)
Value$1.2M (-$306.6K)
Filed 2026-10-16
Lmcg Investments, LLC
DECREASED
Shares14,672 from 14,710
Change-38 (0%)
Value$1.2M (-$41.1K)
Filed 2026-10-21
Paradigm Asset Management Co LLC
DECREASED
Shares14,650 from 20,550
Change-5,900 (-29%)
Value$1.2M (-$525.5K)
Filed 2026-11-05
Visionary Wealth Advisors
INCREASED
Shares14,638 from 12,739
Change+1,899 (+15%)
Value$1.2M (+$119.0K)
Filed 2026-11-04
Fragasso Financial Advisors Inc
INCREASED
Shares14,616 from 14,489
Change+127 (+1%)
Value$1.2M (+$23.8K)
Filed 2026-10-13
Catalyst Financial Partners LLC
INCREASED
Shares14,612 from 14,111
Change+501 (+4%)
Value$1.2M (+$3.6K)
Filed 2026-11-06
NLB Skladi, upravljanje premozenja, d.o.o.
INCREASED
Shares14,600 from 11,600
Change+3,000 (+26%)
Value$1.2M (+$210.1K)
Filed 2026-10-22
Penobscot Investment Management Company, Inc.
UNCHANGED
Shares14,587 from 14,587
Change0 (0%)
Value$1.2M (-$37.8K)
Filed 2026-10-26
Cutler Investment Counsel LLC
INCREASED
Shares14,556 from 8,241
Change+6,315 (+77%)
Value$1.2M (+$484.2K)
Filed 2026-10-28
Salem Investment Counselors Inc
INCREASED
Shares14,554 from 14,359
Change+195 (+1%)
Value$1.2M (-$21.6K)
Filed 2026-10-13
CWA Asset Management Group, LLC
INCREASED
Shares14,534 from 14,499
Change+35 (+0%)
Value$1.2M (-$34.8K)
Filed 2026-10-19
Whalen Wealth Management Inc.
INCREASED
Shares14,525 from 14,396
Change+129 (+1%)
Value$1.2M (-$27.0K)
Filed 2026-10-08
Davidson Trust Co
DECREASED
Shares14,487 from 14,520
Change-33 (0%)
Value$1.2M (-$40.2K)
Filed 2026-10-09
Brucke Financial, Inc.
INCREASED
Shares14,479 from 14,029
Change+450 (+3%)
Value$1.2M (-$312)
Filed 2026-10-23
Nations Financial Group Inc,
DECREASED
Shares14,386 from 16,380
Change-1,994 (-12%)
Value$1.2M (-$202.1K)
Filed 2026-11-05
Quilter Plc
DECREASED
Shares14,371 from 14,611
Change-240 (-2%)
Value$1.2M (-$57.1K)
Filed 2026-10-21
Natural Investments, LLC
INCREASED
Shares14,354 from 14,022
Change+332 (+2%)
Value$1.1M (-$8.9K)
Filed 2026-11-06
Principle Wealth Partners LLC
DECREASED
Shares14,343 from 15,296
Change-953 (-6%)
Value$1.1M (-$115.9K)
Filed 2026-11-02
C2c Wealth Management, LLC
INCREASED
Shares14,299 from 14,293
Change+6 (+0%)
Value$1.1M (-$36.5K)
Filed 2026-10-20
Knuff & Co LLC
UNCHANGED
Shares14,292 from 14,292
Change0 (0%)
Value$1.1M (-$37.0K)
Filed 2026-11-06
Diversified Management Inc
INCREASED
Shares14,197 from 5,255
Change+8,942 (+170%)
Value$1.1M (+$702.2K)
Filed 2026-10-08
Boston Trust Walden Corp
INCREASED
Shares14,150 from 14,115
Change+35 (+0%)
Value$1.1M (-$33.8K)
Filed 2026-10-30
Sawyer & Company, Inc
DECREASED
Shares13,985 from 14,755
Change-770 (-5%)
Value$1.1M (-$99.9K)
Filed 2026-10-21
Greenwood Gearhart LLC
INCREASED
Shares13,984 from 13,915
Change+69 (+1%)
Value$1.1M (-$30.5K)
Filed 2026-11-02
Telos Capital Management, Inc.
INCREASED
Shares13,982 from 13,956
Change+26 (+0%)
Value$1.1M (-$34.1K)
Filed 2026-11-02
Harold Davidson & Associates Inc.
DECREASED
Shares13,972 from 14,644
Change-672 (-5%)
Value$1.1M (-$91.8K)
Filed 2026-10-29
Wright Investors Service Inc
DECREASED
Shares13,962 from 14,886
Change-924 (-6%)
Value$1.1M (-$112.5K)
Filed 2026-11-02
Oslo Pensjonsforsikring AS
DECREASED
Shares13,955 from 14,620
Change-665 (-5%)
Value$1.1M (-$91.1K)
Filed 2026-10-15
Trust Co of the South
INCREASED
Shares13,953 from 3,621
Change+10,332 (+285%)
Value$1.1M (+$817.7K)
Filed 2026-10-21
StoneX Group Inc.
NEW
Shares13,934
Change+13,934
Value$1.1M
Filed 2026-11-03
LifeSteps Financial, Inc.
DECREASED
Shares13,851 from 13,958
Change-107 (-1%)
Value$1.1M (-$44.7K)
Filed 2026-10-15
Integrity Alliance, Llc.
INCREASED
Shares13,686 from 12,842
Change+844 (+7%)
Value$1.1M (+$34.3K)
Filed 2026-10-29
Neumann Capital Management, LLC
UNCHANGED
Shares13,622 from 13,622
Change0 (0%)
Value$1.1M (-$35.3K)
Filed 2026-10-15
MCF Advisors LLC
INCREASED
Shares13,613 from 12,939
Change+674 (+5%)
Value$1.1M (+$20.4K)
Filed 2026-10-28
Sather Financial Group Inc
INCREASED
Shares13,581 from 13,473
Change+108 (+1%)
Value$1.1M (-$26.3K)
Filed 2026-10-30
China Universal Asset Management Co., Ltd.
INCREASED
Shares13,546 from 11,976
Change+1,570 (+13%)
Value$1.1M (+$100.5K)
Filed 2026-10-28
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED
Shares13,527 from 15,493
Change-1,966 (-13%)
Value$1.1M (-$197.5K)
Filed 2026-10-14
Stackstone Wealth, LLC
NEW
Shares13,510
Change+13,510
Value$1.1M
Filed 2026-10-19
HCR Wealth Advisors
DECREASED
Shares13,461 from 13,772
Change-311 (-2%)
Value$1.1M (-$60.6K)
Filed 2026-10-15
Weatherly Asset Management L. P.
UNCHANGED
Shares13,401 from 13,401
Change0 (0%)
Value$1.1M (-$34.7K)
Filed 2026-10-20
Segment Wealth Management, LLC
UNCHANGED
Shares13,392 from 13,392
Change0 (0%)
Value$1.1M (-$34.7K)
Filed 2026-10-26
Cyndeo Wealth Partners, LLC
DECREASED
Shares13,335 from 14,362
Change-1,027 (-7%)
Value$1.1M (-$119.4K)
Filed 2026-10-16
Sunpointe, LLC
DECREASED
Shares13,310 from 14,790
Change-1,480 (-10%)
Value$1.1M (-$156.8K)
Filed 2026-10-22
Harbor Investment Advisory, LLC
INCREASED
Shares13,257 from 13,037
Change+220 (+2%)
Value$1.1M (-$16.1K)
Filed 2026-10-13
Csenge Advisory Group
INCREASED
Shares13,201 from 8,426
Change+4,775 (+57%)
Value$1.1M (+$360.5K)
Filed 2026-11-04
Victory Financial Group, LLC
INCREASED
Shares13,183 from 11,527
Change+1,656 (+14%)
Value$1.1M (+$102.6K)
Filed 2026-10-27
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares13,154 from 12,580
Change+574 (+5%)
Value$1.1M (+$13.4K)
Filed 2026-10-23
Klingman & Associates, LLC
INCREASED
Shares13,092 from 9,992
Change+3,100 (+31%)
Value$1.0M (+$222.3K)
Filed 2026-10-20
Murphy Pohlad Asset Management LLC
INCREASED
Shares13,082 from 12,917
Change+165 (+1%)
Value$1.0M (-$20.3K)
Filed 2026-10-22
Moss Adams Wealth Advisors LLC
DECREASED
Shares13,080 from 14,681
Change-1,601 (-11%)
Value$1.0M (-$166.2K)
Filed 2026-10-28
Accredited Investors Inc.
INCREASED
Shares13,048 from 12,978
Change+70 (+1%)
Value$1.0M (-$28.0K)
Filed 2026-11-03
Prudent Man Advisors, LLC
DECREASED
Shares13,033 from 13,840
Change-807 (-6%)
Value$1.0M (-$100.4K)
Filed 2026-11-03
Carson Advisory Inc.
INCREASED
Shares13,023 from 12,781
Change+242 (+2%)
Value$1.0M (-$13.7K)
Filed 2026-11-06
Sterling Capital Management LLC
DECREASED
Shares13,003 from 15,215
Change-2,212 (-15%)
Value$1.0M (-$216.5K)
Filed 2026-10-22
Carnegie Lake Advisors LLC
UNCHANGED
Shares12,941 from 12,941
Change0 (0%)
Value$1.0M (-$33.5K)
Filed 2026-11-06
Shakespeare Wealth Management, LLC
NEW
Shares12,889
Change+12,889
Value$1.0M
Filed 2026-10-28
Park National Corp
DECREASED
Shares12,864 from 12,930
Change-66 (-1%)
Value$1.0M (-$38.8K)
Filed 2026-10-05
Hedges Asset Management LLC
DECREASED
Shares12,750 from 15,500
Change-2,750 (-18%)
Value$1.0M (-$260.3K)
Filed 2026-10-29
First Interstate Bank
DECREASED
Shares12,750 from 13,084
Change-334 (-3%)
Value$1.0M (-$60.6K)
Filed 2026-10-23
Cascade Investment Advisors, Inc.
UNCHANGED
Shares12,747 from 12,747
Change0 (0%)
Value$1.0M (-$33.0K)
Filed 2026-11-02
Matauro, LLC
INCREASED
Shares12,734 from 3,287
Change+9,447 (+287%)
Value$1.0M (+$747.7K)
Filed 2026-11-03
Founders Financial Securities LLC
INCREASED
Shares12,718 from 12,715
Change+3 (+0%)
Value$1.0M (-$32.7K)
Filed 2026-10-28
MeadowBrook Investment Advisors LLC
DECREASED
Shares12,698 from 12,928
Change-230 (-2%)
Value$1.1M (-$14.3K)
Filed 2026-10-29
Mountain Pacific Investment Advisers LLC
INCREASED
Shares12,562 from 12,378
Change+184 (+1%)
Value$1.0M (-$17.3K)
Filed 2026-10-29
Platform Technology Partners
INCREASED
Shares12,551 from 11,943
Change+608 (+5%)
Value$1.0M (+$17.7K)
Filed 2026-11-02
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares12,493 from 11,029
Change+1,464 (+13%)
Value$1.0M (+$88.6K)
Filed 2026-10-13
Promethium Advisors,llc
DECREASED
Shares12,470 from 12,507
Change-37 (0%)
Value$998.2K (-$35.4K)
Filed 2026-10-19
Fiduciary Financial Group, LLC
DECREASED
Shares12,466 from 13,903
Change-1,437 (-10%)
Value$997.9K (-$151.0K)
Filed 2026-10-13
Hilltop National Bank
DECREASED
Shares12,409 from 16,874
Change-4,465 (-26%)
Value$993.3K (-$401.1K)
Filed 2026-10-14
Personal CFO Solutions, LLC
DECREASED
Shares12,388 from 14,272
Change-1,884 (-13%)
Value$991.7K (-$187.8K)
Filed 2026-11-06
Clear Harbor Asset Management, LLC
DECREASED
Shares12,314 from 17,554
Change-5,240 (-30%)
Value$985.7K (-$464.9K)
Filed 2026-11-05
New England Research & Management, Inc.
DECREASED
Shares12,102 from 13,927
Change-1,825 (-13%)
Value$968.8K (-$182.2K)
Filed 2026-10-16
S.A. Mason LLC
UNCHANGED
Shares12,072 from 12,072
Change0 (0%)
Value$966.4K (-$31.3K)
Filed 2026-10-13
Claro Advisors Inc.
INCREASED
Shares12,050 from 9,544
Change+2,506 (+26%)
Value$964.6K (+$175.9K)
Filed 2026-11-02
Hardin Capital Partners, LLC
DECREASED
Shares12,037 from 12,093
Change-56 (0%)
Value$963.6K (-$39.5K)
Filed 2026-10-09
Childress Capital Advisors, LLC
INCREASED
Shares11,953 from 11,062
Change+891 (+8%)
Value$956.8K (+$42.7K)
Filed 2026-10-28
VUB Generali dochodkova spravcovska spolocnost, a.s.
UNCHANGED
Shares11,897 from 11,897
Change0 (0%)
Value$952.4K (-$30.8K)
Filed 2026-10-26
Elevatus Welath Management
INCREASED
Shares11,824 from 8,522
Change+3,302 (+39%)
Value$946.5K (+$242.2K)
Filed 2026-10-19
Facet Wealth, Inc.
INCREASED
Shares11,775 from 8,667
Change+3,108 (+36%)
Value$942.6K (+$226.3K)
Filed 2026-11-04
WP Advisors, LLC
INCREASED
Shares11,766 from 11,700
Change+66 (+1%)
Value$941.9K (-$25.0K)
Filed 2026-10-22
Physician Wealth Advisors, Inc.
INCREASED
Shares11,749 from 10,941
Change+808 (+7%)
Value$940.5K (+$36.3K)
Filed 2026-10-20
Landmark Wealth Management, LLC
UNCHANGED
Shares11,627 from 11,627
Change0 (0%)
Value$930.8K (-$30.1K)
Filed 2026-11-03
Washington Trust Co
DECREASED
Shares11,597 from 11,660
Change-63 (-1%)
Value$928.3K (-$35.2K)
Filed 2026-10-22
Masterinvest Kapitalanlage GmbH
UNCHANGED
Shares11,589 from 11,589
Change0 (0%)
Value$927.7K (-$30.0K)
Filed 2026-11-03
WealthPlan Investment Management, LLC
INCREASED
Shares11,575 from 11,531
Change+44 (+0%)
Value$926.6K (-$26.4K)
Filed 2026-10-15
Evansbrook LLC
INCREASED
Shares11,574 from 11,543
Change+31 (+0%)
Value$926.5K (-$27.4K)
Filed 2026-10-16
Pinnacle Bancorp, Inc.
DECREASED
Shares11,536 from 23,185
Change-11,649 (-50%)
Value$923.4K (-$992.6K)
Filed 2026-10-21
Syverson Strege & Co
DECREASED
Shares11,508 from 11,656
Change-148 (-1%)
Value$921.2K (-$42.0K)
Filed 2026-11-02
Correct Capital Wealth Management
UNCHANGED
Shares11,486 from 11,486
Change0 (0%)
Value$919.5K (-$29.8K)
Filed 2026-11-02
Richwood Investment Advisors, LLC
DECREASED
Shares11,464 from 11,864
Change-400 (-3%)
Value$917.7K (-$62.7K)
Filed 2026-10-30
Deseret Mutual Benefit Administrators
DECREASED
Shares11,430 from 11,989
Change-559 (-5%)
Value$915.0K (-$75.8K)
Filed 2026-11-04
Uptick Partners, LLC
INCREASED
Shares11,428 from 10,185
Change+1,243 (+12%)
Value$914.8K (+$73.1K)
Filed 2026-11-04
Zega Investments, LLC
INCREASED
Shares11,413 from 7,713
Change+3,700 (+48%)
Value$913.6K (+$276.2K)
Filed 2026-11-04
SAX Wealth Advisors, LLC
INCREASED
Shares11,341 from 5,871
Change+5,470 (+93%)
Value$907.8K (+$440.4K)
Filed 2026-10-13
Obermeyer Wealth Partners
UNCHANGED
Shares11,340 from 11,340
Change0 (0%)
Value$907.8K (-$29.4K)
Filed 2026-10-21
Royal Fund Management, LLC
INCREASED
Shares11,311 from 9,971
Change+1,340 (+13%)
Value$905.5K (+$81.4K)
Filed 2026-10-22
Abel Hall, LLC
INCREASED
Shares11,306 from 9,611
Change+1,695 (+18%)
Value$905.0K (+$110.8K)
Filed 2026-10-19
Ridgecrest Wealth Partners, LLC
DECREASED
Shares11,300 from 12,850
Change-1,550 (-12%)
Value$904.6K (-$157.4K)
Filed 2026-10-19
Focused Wealth Management, Inc
DECREASED
Shares11,285 from 11,675
Change-390 (-3%)
Value$903.4K (-$61.5K)
Filed 2026-10-30
Winebrenner Capital Management LLC
UNCHANGED
Shares11,283 from 11,283
Change0 (0%)
Value$903.2K (-$29.2K)
Filed 2026-10-07
Sky Investment Group LLC
INCREASED
Shares11,280 from 7,180
Change+4,100 (+57%)
Value$903.0K (+$309.6K)
Filed 2026-10-30
BIP Wealth, LLC
INCREASED
Shares11,262 from 11,054
Change+208 (+2%)
Value$901.5K (-$12.0K)
Filed 2026-10-22
Cornerstone Wealth Management, LLC
DECREASED
Shares11,243 from 11,680
Change-437 (-4%)
Value$900.0K (-$65.2K)
Filed 2026-11-04
NBZ Investment Advisors LLC
UNCHANGED
Shares11,234 from 11,234
Change0 (0%)
Value$899.3K (-$29.1K)
Filed 2026-10-30
Monument Capital Management
DECREASED
Shares11,227 from 11,653
Change-426 (-4%)
Value$898.7K (-$64.3K)
Filed 2026-10-09
Private Management Group Inc
INCREASED
Shares11,202 from 11,150
Change+52 (+0%)
Value$896.7K (-$24.7K)
Filed 2026-11-04
Cromwell Holdings LLC
UNCHANGED
Shares11,171 from 11,171
Change0 (0%)
Value$894.2K (-$28.9K)
Filed 2026-10-28
Axxion S.A.
INCREASED
Shares11,165 from 10,465
Change+700 (+7%)
Value$893.8K (+$28.9K)
Filed 2026-10-22
StoneRidge PMG Advisors, LLC
NEW
Shares11,136
Change+11,136
Value$891
Filed 2026-11-04
Candriam S.C.A.
UNCHANGED
Shares11,084 from 11,084
Change0 (0%)
Value$890.5K (-$24.6K)
Filed 2026-11-03
SYM Financial Corp
DECREASED
Shares11,083 from 11,096
Change-13 (0%)
Value$887.2K (-$29.8K)
Filed 2026-10-26
Cornerstone Wealth Group, LLC
INCREASED
Shares11,073 from 10,233
Change+840 (+8%)
Value$886.4K (+$40.7K)
Filed 2026-11-02
Signature Estate & Investment Advisors LLC
INCREASED
Shares11,072 from 10,954
Change+118 (+1%)
Value$886.3K (-$20.3K)
Filed 2026-10-13
Hohimer Wealth Management, LLC
INCREASED
Shares11,024 from 11,020
Change+4 (+0%)
Value$882.5K (-$28.2K)
Filed 2026-11-04
Family Legacy, Inc.
INCREASED
Shares11,003 from 10,837
Change+166 (+2%)
Value$880.8K (-$14.8K)
Filed 2026-10-13
Bayban
UNCHANGED
Shares10,986 from 10,986
Change0 (0%)
Value$907.9K ($0)
Filed 2026-11-05
Raleigh Capital Management Inc.
DECREASED
Shares10,984 from 12,182
Change-1,198 (-10%)
Value$879.3K (-$127.4K)
Filed 2026-10-28
Dumont & Blake Investment Advisors LLC
INCREASED
Shares10,981 from 10,884
Change+97 (+1%)
Value$879.0K (-$20.4K)
Filed 2026-10-28
Strategic Blueprint, LLC
DECREASED
Shares10,954 from 11,030
Change-76 (-1%)
Value$876.9K (-$34.6K)
Filed 2026-10-22
Greatmark Investment Partners, Inc.
DECREASED
Shares10,953 from 11,003
Change-50 (0%)
Value$876.8K (-$32.5K)
Filed 2026-10-28
Manske Wealth Management
INCREASED
Shares10,921 from 10,582
Change+339 (+3%)
Value$874.2K (-$269)
Filed 2026-10-26
PFW Advisors LLC
INCREASED
Shares10,918 from 10,782
Change+136 (+1%)
Value$874.0K (-$17.0K)
Filed 2026-10-07
Kentucky Trust Co
DECREASED
Shares10,875 from 11,175
Change-300 (-3%)
Value$870.5K (-$53.0K)
Filed 2026-10-15
Buck Wealth Strategies, LLC
DECREASED
Shares10,872 from 11,037
Change-165 (-1%)
Value$870.3K (-$41.8K)
Filed 2026-10-28
Fermata Advisors, LLC
INCREASED
Shares10,860 from 10,124
Change+736 (+7%)
Value$869.3K (+$32.7K)
Filed 2026-10-13
Advisor OS, LLC
INCREASED
Shares10,853 from 8,967
Change+1,886 (+21%)
Value$868.8K (+$127.8K)
Filed 2026-11-03
Pacific Center for Financial Services
INCREASED
Shares10,850 from 10,848
Change+2 (+0%)
Value$868.5K (-$27.9K)
Filed 2026-10-15
Golden Reserve Retirement LLC
INCREASED
Shares10,818 from 7,909
Change+2,909 (+37%)
Value$865.9K (+$212.3K)
Filed 2026-11-02
Root Financial Partners, LLC
INCREASED
Shares10,790 from 8,445
Change+2,345 (+28%)
Value$863.8K (+$165.8K)
Filed 2026-10-21
Avantax Planning Partners, Inc.
DECREASED
Shares10,774 from 11,555
Change-781 (-7%)
Value$862.5K (-$92.4K)
Filed 2026-11-03
Opinicus Capital, Inc.
DECREASED
Shares10,761 from 10,912
Change-151 (-1%)
Value$861.4K (-$40.3K)
Filed 2026-10-28
Alliance Wealth Advisors, LLC
DECREASED
Shares10,756 from 10,796
Change-40 (0%)
Value$861.0K (-$31.2K)
Filed 2026-10-14
IVC Wealth Advisors LLC
INCREASED
Shares10,744 from 10,658
Change+86 (+1%)
Value$860.0K (-$20.7K)
Filed 2026-10-23
Scratch Capital LLC
DECREASED
Shares10,735 from 11,029
Change-294 (-3%)
Value$859.3K (-$52.1K)
Filed 2026-11-02
Keudell ison Wealth Management
DECREASED
Shares10,702 from 12,030
Change-1,328 (-11%)
Value$856.7K (-$137.5K)
Filed 2026-10-16
Axiom Investment Management LLC
INCREASED
Shares10,626 from 8,626
Change+2,000 (+23%)
Value$850.5K (+$137.8K)
Filed 2026-11-03
Flagstone Financial Management
DECREASED
Shares10,604 from 10,746
Change-142 (-1%)
Value$848.9K (-$39.2K)
Filed 2026-11-05
Larry Mathis Financial Planning, LLC
DECREASED
Shares10,548 from 11,091
Change-543 (-5%)
Value$844.4K (-$72.2K)
Filed 2026-10-26
Intelligence Driven Advisers, LLC
DECREASED
Shares10,530 from 10,552
Change-22 (0%)
Value$842.9K (-$29.1K)
Filed 2026-10-09
SummerHaven Investment Management, LLC
NEW
Shares10,493
Change+10,493
Value$840.0K
Filed 2026-10-19
Aspen Investment Management Inc
DECREASED
Shares10,483 from 10,738
Change-255 (-2%)
Value$839 (-$48)
Filed 2026-11-05
Advisortrust Partners, LLC
INCREASED
Shares10,435 from 8,232
Change+2,203 (+27%)
Value$835.3K (+$155.0K)
Filed 2026-11-02
Rockland Trust Co
DECREASED
Shares10,429 from 11,059
Change-630 (-6%)
Value$834.8K (-$79.1K)
Filed 2026-10-05
Trust Co of Vermont
INCREASED
Shares10,388 from 10,126
Change+262 (+3%)
Value$831.6K (-$5.3K)
Filed 2026-10-21
First City Capital Management, Inc.
DECREASED
Shares10,386 from 10,686
Change-300 (-3%)
Value$831.4K (-$51.7K)
Filed 2026-10-27
Wealth Science Advisors LLC
DECREASED
Shares10,370 from 11,993
Change-1,623 (-14%)
Value$830.1K (-$161.0K)
Filed 2026-10-09
SmartHarvest Portfolios, LLC
DECREASED
Shares10,368 from 11,969
Change-1,601 (-13%)
Value$829.9K (-$159.2K)
Filed 2026-10-26
McAdam, LLC
INCREASED
Shares10,364 from 9,723
Change+641 (+7%)
Value$829.6K (+$26.2K)
Filed 2026-10-21
Woodmont Investment Counsel LLC
INCREASED
Shares10,338 from 10,238
Change+100 (+1%)
Value$827.6K (-$18.5K)
Filed 2026-10-29
Burton Enright Welch
INCREASED
Shares10,283 from 7,601
Change+2,682 (+35%)
Value$823.1K (+$194.9K)
Filed 2026-11-04
J. Safra Sarasin Holding AG
UNCHANGED
Shares10,265 from 10,265
Change0 (0%)
Value$817.2K ($0)
Filed 2026-10-26
Westover Capital Advisors, LLC
UNCHANGED
Shares10,247 from 10,247
Change0 (0%)
Value$820.3K (-$26.5K)
Filed 2026-10-26
Triad Wealth Partners, LLC
DECREASED
Shares10,188 from 10,427
Change-239 (-2%)
Value$815.5K (-$100.9K)
Filed 2026-10-26
Montecito Bank & Trust
DECREASED
Shares10,179 from 10,237
Change-58 (-1%)
Value$814.8K (-$31.2K)
Filed 2026-10-01
Ashton Thomas Securities, LLC
INCREASED
Shares10,137 from 9,215
Change+922 (+10%)
Value$811.5K (+$62.9K)
Filed 2026-10-26
Steele Capital Management, Inc.
NEW
Shares10,125
Change+10,125
Value$810.5K
Filed 2026-11-02
Pittenger & Anderson Inc
INCREASED
Shares10,110 from 1,188
Change+8,922 (+751%)
Value$809.3K (+$711.1K)
Filed 2026-11-02
Creekside Partners
INCREASED
Shares10,101 from 9,537
Change+564 (+6%)
Value$808.6K (+$20.4K)
Filed 2026-11-04
Peoples Financial Services Corp.
DECREASED
Shares10,090 from 10,252
Change-162 (-2%)
Value$807.7K (-$39.4K)
Filed 2026-10-20
Confluence Wealth Services, Inc.
INCREASED
Shares10,074 from 9,116
Change+958 (+11%)
Value$806.4K (+$53.1K)
Filed 2026-11-05
Quadrant Private Wealth Management, LLC
NEW
Shares10,073
Change+10,073
Value$806.3K
Filed 2026-11-04
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares10,015 from 10,870
Change-855 (-8%)
Value$801.7K (-$96.6K)
Filed 2026-10-13
Avanza Fonder AB
UNCHANGED
Shares9,961 from 9,961
Change0 (0%)
Value$797.4K (-$25.8K)
Filed 2026-10-13
Arista Wealth Management, LLC
DECREASED
Shares9,883 from 15,791
Change-5,908 (-37%)
Value$791.1K (-$513.9K)
Filed 2026-10-29
Stockman Wealth Management, Inc.
INCREASED
Shares9,863 from 8,439
Change+1,424 (+17%)
Value$789.5K (+$92.1K)
Filed 2026-10-27
Weaver Capital Management LLC
DECREASED
Shares9,843 from 9,961
Change-118 (-1%)
Value$787.9K (-$5.0K)
Filed 2026-10-15
Interchange Capital Partners, LLC
INCREASED
Shares9,828 from 9,334
Change+494 (+5%)
Value$786.7K (+$15.3K)
Filed 2026-10-28
180 Wealth Advisors, LLC
INCREASED
Shares9,824 from 9,731
Change+93 (+1%)
Value$786.4K (-$17.8K)
Filed 2026-11-03
Diversified Enterprises, LLC
INCREASED
Shares9,823 from 9,593
Change+230 (+2%)
Value$786.3K (-$6.5K)
Filed 2026-10-19
Spire Wealth Management
DECREASED
Shares9,782 from 10,747
Change-965 (-9%)
Value$783.1K (-$105.0K)
Filed 2026-10-30
Regent Peak Wealth Advisors LLC
INCREASED
Shares9,780 from 5,807
Change+3,973 (+68%)
Value$782.9K (+$303.0K)
Filed 2026-10-13
Thrive Wealth Management, LLC
DECREASED
Shares9,762 from 9,884
Change-122 (-1%)
Value$781.5K (-$35.3K)
Filed 2026-10-13
AGF Management LTD
INCREASED
Shares9,718 from 9,593
Change+125 (+1%)
Value$777.9K (-$14.8K)
Filed 2026-11-03
G&S Capital LLC
INCREASED
Shares9,663 from 9,662
Change+1 (+0%)
Value$773.5K (-$25.0K)
Filed 2026-10-23
Boit C F David
UNCHANGED
Shares9,660 from 9,660
Change0 (0%)
Value$773.3K (-$25.0K)
Filed 2026-10-29
Bernardo Wealth Planning LLC
INCREASED
Shares9,656 from 4,706
Change+4,950 (+105%)
Value$773.0K (+$384.1K)
Filed 2026-10-23
Entruity Wealth, LLC
DECREASED
Shares9,641 from 10,003
Change-362 (-4%)
Value$771.8K (-$54.9K)
Filed 2026-11-06
VAN Strum & Towne Inc.
DECREASED
Shares9,575 from 9,621
Change-46 (0%)
Value$766.5K (-$28.6K)
Filed 2026-11-06
West Bancorporation Inc
UNCHANGED
Shares9,555 from 9,555
Change0 (0%)
Value$764.9K (-$24.7K)
Filed 2026-10-29
Ascentis Independent Advisors
INCREASED
Shares9,544 from 203
Change+9,341 (+4601%)
Value$764.3K (+$747.5K)
Filed 2026-11-03
Perennial Advisors, LLC
INCREASED
Shares9,488 from 9,484
Change+4 (+0%)
Value$759.5K (-$24.3K)
Filed 2026-10-13
Steph & Co
UNCHANGED
Shares9,488 from 9,488
Change0 (0%)
Value$759.5K (-$24.6K)
Filed 2026-10-07
Smith Thornton Advisors LLC
DECREASED
Shares9,472 from 9,478
Change-6 (0%)
Value$758.2K (-$72.7K)
Filed 2026-10-16
Income Insurance Ltd
DECREASED
Shares9,470 from 9,870
Change-400 (-4%)
Value$758.1K (-$57.6K)
Filed 2026-10-21
First Heartland Consultants, Inc.
INCREASED
Shares9,407 from 9,166
Change+241 (+3%)
Value$753.0K (-$4.4K)
Filed 2026-10-08
Lodestar Private Asset Management LLC
DECREASED
Shares9,405 from 12,419
Change-3,014 (-24%)
Value$752.9K (-$273.4K)
Filed 2026-10-26
Investment Research Partners LLC
INCREASED
Shares9,337 from 8,592
Change+745 (+9%)
Value$747.4K (+$37.4K)
Filed 2026-10-19
SeaCrest Wealth Management, LLC
DECREASED
Shares9,308 from 9,467
Change-159 (-2%)
Value$745.1K (-$37.2K)
Filed 2026-10-21
QTR Family Wealth, LLC
DECREASED
Shares9,220 from 10,679
Change-1,459 (-14%)
Value$738.1K (-$144.4K)
Filed 2026-11-02
Versant Capital Management, Inc
INCREASED
Shares9,213 from 7,009
Change+2,204 (+31%)
Value$737.5K (+$158.3K)
Filed 2026-10-02
Baker Tilly Wealth Management, LLC
DECREASED
Shares9,196 from 10,107
Change-911 (-9%)
Value$736.1K (-$99.1K)
Filed 2026-10-05
Tucker Asset Management LLC
INCREASED
Shares9,191 from 6,395
Change+2,796 (+44%)
Value$735.8K (+$207.3K)
Filed 2026-10-29
Quadcap Wealth Management, LLC
DECREASED
Shares9,182 from 9,722
Change-540 (-6%)
Value$735.0K (-$68.4K)
Filed 2026-11-02
Jacobs & Co
UNCHANGED
Shares9,162 from 9,162
Change0 (0%)
Value$733 (-$24)
Filed 2026-10-09
Everest Financial Group LLC
INCREASED
Shares9,136 from 8,743
Change+393 (+5%)
Value$731.4K (+$8.9K)
Filed 2026-11-06
Tctc Holdings, LLC
INCREASED
Shares9,121 from 9,103
Change+18 (+0%)
Value$730.1K (-$22.1K)
Filed 2026-11-02
Cape Investment Advisory, Inc.
DECREASED
Shares9,065 from 9,205
Change-140 (-2%)
Value$725.7K (-$35.0K)
Filed 2026-10-13
True Freedom Investing, LLC
NEW
Shares9,062
Change+9,062
Value$725.4K
Filed 2026-10-29
First Financial Bank - Trust Division
DECREASED
Shares9,037 from 17,824
Change-8,787 (-49%)
Value$723.4K (-$749.6K)
Filed 2026-10-01
Regatta Capital Group, LLC
INCREASED
Shares9,029 from 8,454
Change+575 (+7%)
Value$722.7K (+$24.1K)
Filed 2026-10-23
Pinkerton Wealth, LLC
NEW
Shares8,966
Change+8,966
Value$717.7K
Filed 2026-10-29
Cache Advisors, LLC
INCREASED
Shares8,957 from 7,100
Change+1,857 (+26%)
Value$717.0K (+$130.3K)
Filed 2026-10-16
Tower Trust & Investment Co
UNCHANGED
Shares8,908 from 8,908
Change0 (0%)
Value$713.1K (-$23.0K)
Filed 2026-10-28
Elevated Private Wealth, LLC
DECREASED
Shares8,884 from 9,387
Change-503 (-5%)
Value$711.2K (-$64.6K)
Filed 2026-10-15
Walled Lake Planning & Wealth Management, LLC
UNCHANGED
Shares8,882 from 8,882
Change0 (0%)
Value$711.0K (-$23.0K)
Filed 2026-10-29
Appleton Partners Inc
DECREASED
Shares8,879 from 9,017
Change-138 (-2%)
Value$711 (-$744.3K)
Filed 2026-10-30
55 North Private Wealth, LLC
INCREASED
Shares8,865 from 8,125
Change+740 (+9%)
Value$709.6K (+$38.2K)
Filed 2026-10-20
V-Square Quantitative Management LLC
INCREASED
Shares8,862 from 8,520
Change+342 (+4%)
Value$709.4K (+$5.3K)
Filed 2026-10-15
W.G. Shaheen & Associates DBA Whitney & Co
INCREASED
Shares8,843 from 8,565
Change+278 (+3%)
Value$707.9K (+$70)
Filed 2026-11-03
Prentice Wealth Management LLC
DECREASED
Shares8,839 from 9,259
Change-420 (-5%)
Value$707.6K (-$57.6K)
Filed 2026-10-20
FSM Wealth Advisors, LLC
DECREASED
Shares8,835 from 8,936
Change-101 (-1%)
Value$724.7K (-$13.8K)
Filed 2026-10-27
Cornerstone Advisory, LLC
INCREASED
Shares8,819 from 8,544
Change+275 (+3%)
Value$705.9K (-$114)
Filed 2026-11-06
Sheets Smith Wealth Management
INCREASED
Shares8,783 from 8,773
Change+10 (+0%)
Value$703.1K (-$21.9K)
Filed 2026-10-16
Verus Wealth Management, LLC
NEW
Shares8,770
Change+8,770
Value$702.0K
Filed 2026-10-13
Annex Advisory Services, LLC
INCREASED
Shares8,765 from 7,330
Change+1,435 (+20%)
Value$701.7K (+$95.9K)
Filed 2026-10-16
Jnba Financial Advisors
INCREASED
Shares8,762 from 8,314
Change+448 (+5%)
Value$701.4K (+$14.3K)
Filed 2026-11-03
North Forty Two & Co.
DECREASED
Shares8,708 from 8,808
Change-100 (-1%)
Value$697.1K (-$30.8K)
Filed 2026-10-19
CoreCap Advisors, LLC
DECREASED
Shares8,696 from 8,935
Change-239 (-3%)
Value$696.2K (-$42.3K)
Filed 2026-10-08
Lauterbach Financial Advisors, LLC
INCREASED
Shares8,691 from 8,643
Change+48 (+1%)
Value$695.7K (-$18.6K)
Filed 2026-10-21
Hudock, Inc.
INCREASED
Shares8,682 from 8,680
Change+2 (+0%)
Value$695.0K (-$22.4K)
Filed 2026-10-14
XML Financial, LLC
DECREASED
Shares8,637 from 8,725
Change-88 (-1%)
Value$691.4K (-$29.7K)
Filed 2026-10-29
Studio Investment Management LLC
DECREASED
Shares8,631 from 9,429
Change-798 (-8%)
Value$690.9K (-$88.3K)
Filed 2026-10-22
Manchester Capital Management LLC
DECREASED
Shares8,617 from 8,695
Change-78 (-1%)
Value$689.8K (-$28.8K)
Filed 2026-10-22
Lebenthal Global Advisors, LLC
DECREASED
Shares8,615 from 10,865
Change-2,250 (-21%)
Value$689.6K (-$208.2K)
Filed 2026-10-28
Auctus Advisors LLC
DECREASED
Shares8,593 from 12,724
Change-4,131 (-32%)
Value$687.9K (-$363.6K)
Filed 2026-10-23
Valmark Advisers, Inc.
DECREASED
Shares8,589 from 9,356
Change-767 (-8%)
Value$687.5K (-$85.7K)
Filed 2026-11-06
Partners Wealth Management, LLC
INCREASED
Shares8,549 from 4,417
Change+4,132 (+94%)
Value$684.4K (+$319.4K)
Filed 2026-10-28
Asahi Life Asset Management Co., Ltd.
DECREASED
Shares8,518 from 8,979
Change-461 (-5%)
Value$681.9K (-$60.2K)
Filed 2026-11-06
PW Nova Financial Services LLC
DECREASED
Shares8,486 from 12,300
Change-3,814 (-31%)
Value$679.3K (-$337.2K)
Filed 2026-10-15
First Fiduciary Investment Counsel, Inc.
DECREASED
Shares8,470 from 10,070
Change-1,600 (-16%)
Value$678 (-$831.3K)
Filed 2026-10-27
Sendero Wealth Management, LLC
DECREASED
Shares8,464 from 9,661
Change-1,197 (-12%)
Value$677.5K (-$120.8K)
Filed 2026-10-14
Agate Pass Investment Management, LLC
NEW
Shares8,407
Change+8,407
Value$673.0K
Filed 2026-10-20
Bedel Financial Consulting, Inc.
INCREASED
Shares8,392 from 8,135
Change+257 (+3%)
Value$671.7K (-$503)
Filed 2026-11-06
Evermay Wealth Management LLC
DECREASED
Shares8,381 from 8,454
Change-73 (-1%)
Value$670.9K (-$27.7K)
Filed 2026-11-05
Northbridge Financial Group, LLC
DECREASED
Shares8,377 from 8,440
Change-63 (-1%)
Value$682.8K (-$14.7K)
Filed 2026-11-05
Patten & Patten Inc
DECREASED
Shares8,346 from 8,826
Change-480 (-5%)
Value$668.1K (-$61.3K)
Filed 2026-10-26
Hamilton Point Investment Advisors, LLC
INCREASED
Shares8,325 from 1,968
Change+6,357 (+323%)
Value$666.4K (+$503.8K)
Filed 2026-11-03
Advisors Management Group Inc
INCREASED
Shares8,313 from 7,551
Change+762 (+10%)
Value$665 (-$623.3K)
Filed 2026-11-05
Magnus Financial Group LLC
INCREASED
Shares8,309 from 6,872
Change+1,437 (+21%)
Value$665.1K (+$97.2K)
Filed 2026-10-21
Compagnie Lombard Odier SCmA
INCREASED
Shares8,300 from 6,000
Change+2,300 (+38%)
Value$664.4K (+$168.6K)
Filed 2026-11-04
Key Client Fiduciary Advisors, LLC
INCREASED
Shares8,283 from 8,255
Change+28 (+0%)
Value$663.1K (-$19.1K)
Filed 2026-10-19
Howard Bailey Securities, LLC
DECREASED
Shares8,275 from 8,332
Change-57 (-1%)
Value$662.4K (-$26.1K)
Filed 2026-10-27
Baron Wealth Management LLC
INCREASED
Shares8,272 from 8,040
Change+232 (+3%)
Value$662.1K (-$2.3K)
Filed 2026-10-27
Benchmark Financial Wealth Advisors, LLC
INCREASED
Shares8,256 from 8,043
Change+213 (+3%)
Value$660.9K (-$3.8K)
Filed 2026-10-20
Valley National Advisers Inc
DECREASED
Shares8,241 from 9,711
Change-1,470 (-15%)
Value$659.7K (-$142.9K)
Filed 2026-10-23
Sepio Capital, LP
DECREASED
Shares8,197 from 11,216
Change-3,019 (-27%)
Value$656.2K (-$270.7K)
Filed 2026-10-22
Riverbend Wealth Management, LLC
INCREASED
Shares8,156 from 7,887
Change+269 (+3%)
Value$652.9K (+$1.1K)
Filed 2026-10-15
Harmony Asset Management LLC
DECREASED
Shares8,148 from 11,157
Change-3,009 (-27%)
Value$652.2K (-$269.8K)
Filed 2026-10-20
Pines Wealth Management, LLC
DECREASED
Shares8,122 from 8,650
Change-528 (-6%)
Value$650.2K (-$64.7K)
Filed 2026-10-21
SilverOak Wealth Management LLC
DECREASED
Shares8,108 from 8,142
Change-34 (0%)
Value$649.0K (-$23.8K)
Filed 2026-10-29
Crusonia Wealth Advisors LLC
DECREASED
Shares8,077 from 8,133
Change-56 (-1%)
Value$646.6K (-$25.5K)
Filed 2026-10-26
Wealth Architects, LLC
INCREASED
Shares8,047 from 7,928
Change+119 (+2%)
Value$644.2K (-$11.1K)
Filed 2026-11-03
Allen Capital Group, LLC
INCREASED
Shares8,026 from 6,926
Change+1,100 (+16%)
Value$642.5K (+$70.1K)
Filed 2026-10-27
Bryn Mawr Trust Advisors, LLC
INCREASED
Shares8,017 from 7,958
Change+59 (+1%)
Value$641.8K (-$15.8K)
Filed 2026-11-04
Bingham Private Wealth, LLC
DECREASED
Shares8,005 from 8,296
Change-291 (-4%)
Value$640.8K (-$44.8K)
Filed 2026-11-05
Capital Advantage, Inc.
UNCHANGED
Shares8,005 from 8,005
Change0 (0%)
Value$640.8K (-$20.7K)
Filed 2026-10-14
Northeast Investment Management
UNCHANGED
Shares7,999 from 7,999
Change0 (0%)
Value$640.3K (-$20.7K)
Filed 2026-10-30
Equitable Trust Co
DECREASED
Shares7,993 from 8,206
Change-213 (-3%)
Value$639.8K (-$38.3K)
Filed 2026-10-13
Y.D. More Investments Ltd
INCREASED
Shares7,980 from 1,969
Change+6,011 (+305%)
Value$638.8K (+$476.1K)
Filed 2026-11-02
Split Creek LLC DBA Split Creek Capital LLC
UNCHANGED
Shares7,960 from 7,960
Change0 (0%)
Value$637.2K (-$20.6K)
Filed 2026-11-02
Kagan Cocozza Asset Management
DECREASED
Shares7,906 from 7,918
Change-12 (0%)
Value$632.9K (-$21.5K)
Filed 2026-10-19
WMS Group LLC
NEW
Shares7,900
Change+7,900
Value$632.4K
Filed 2026-11-06
Hardy Reed LLC
INCREASED
Shares7,879 from 7,584
Change+295 (+4%)
Value$630.7K (+$4.0K)
Filed 2026-11-06
Virtue Asset Management LLC
UNCHANGED
Shares7,879 from 7,879
Change0 (0%)
Value$630.7K (-$20.4K)
Filed 2026-10-21
Monarch Capital Management Inc
UNCHANGED
Shares7,834 from 7,834
Change0 (0%)
Value$627.1K (-$20.3K)
Filed 2026-10-19
Eagle Global Advisors LLC
DECREASED
Shares7,830 from 7,865
Change-35 (0%)
Value$626.8K (-$23.2K)
Filed 2026-11-02
Financial Insights, Inc.
DECREASED
Shares7,823 from 8,055
Change-232 (-3%)
Value$626.2K (-$39.4K)
Filed 2026-10-27
Altfest L J & Co Inc
INCREASED
Shares7,820 from 7,808
Change+12 (+0%)
Value$626.0K (-$19.2K)
Filed 2026-10-27
Willow Creek Wealth Management Inc.
INCREASED
Shares7,815 from 7,813
Change+2 (+0%)
Value$625.6K (-$20.1K)
Filed 2026-10-26
Secure Asset Management, LLC
DECREASED
Shares7,781 from 8,160
Change-379 (-5%)
Value$622.9K (-$51.5K)
Filed 2026-10-19
StoryOne LLC
INCREASED
Shares7,716 from 3,766
Change+3,950 (+105%)
Value$617.7K (+$306.4K)
Filed 2026-10-13
Plan A Wealth LLC
DECREASED
Shares7,680 from 7,682
Change-2 (0%)
Value$614.8K (-$20.1K)
Filed 2026-10-08
Souders Financial Advisors
DECREASED
Shares7,672 from 7,985
Change-313 (-4%)
Value$614.1K (-$45.8K)
Filed 2026-11-03
Weaver Consulting Group
INCREASED
Shares7,635 from 7,464
Change+171 (+2%)
Value$611.2K (-$5.6K)
Filed 2026-10-07
Forum Financial Management, LP
DECREASED
Shares7,616 from 16,241
Change-8,625 (-53%)
Value$609.7K (-$732.5K)
Filed 2026-10-16
Generali Investments Towarzystwo Funduszy Inwestycyjnych
UNCHANGED
Shares7,600 from 7,600
Change0 (0%)
Value$608.4K (-$19.7K)
Filed 2026-11-06
Winthrop Capital Management, LLC
UNCHANGED
Shares7,540 from 7,540
Change0 (0%)
Value$603.6K (-$19.4K)
Filed 2026-11-05
Legacy Capital Wealth Partners, LLC
DECREASED
Shares7,518 from 9,465
Change-1,947 (-21%)
Value$601.9K (-$180.4K)
Filed 2026-10-21
Tarbox Family Office, Inc.
DECREASED
Shares7,509 from 8,371
Change-862 (-10%)
Value$601.1K (-$90.7K)
Filed 2026-10-23
Ibex Wealth Advisors
INCREASED
Shares7,491 from 6,934
Change+557 (+8%)
Value$599.6K (+$26.6K)
Filed 2026-11-06
Douglas Lane & Associates, LLC
DECREASED
Shares7,480 from 7,570
Change-90 (-1%)
Value$598.8K (-$26.8K)
Filed 2026-10-09
Virtue Capital Management, LLC
INCREASED
Shares7,462 from 6,860
Change+602 (+9%)
Value$597.3K (+$30.5K)
Filed 2026-10-29
MSH Capital Advisors LLC
INCREASED
Shares7,460 from 6,904
Change+556 (+8%)
Value$597.2K (+$26.7K)
Filed 2026-11-03
Earned Wealth Advisors, LLC
INCREASED
Shares7,444 from 7,006
Change+438 (+6%)
Value$595.9K (+$16.9K)
Filed 2026-11-06
Global Assets Advisory, LLC
INCREASED
Shares7,444 from 7,443
Change+1 (+0%)
Value$608.2K (-$29.8K)
Filed 2026-10-28
Connecticut Wealth Management, LLC
UNCHANGED
Shares7,402 from 7,402
Change0 (0%)
Value$592.6K (-$19.1K)
Filed 2026-10-13
First Premier Bank
DECREASED
Shares7,401 from 9,357
Change-1,956 (-21%)
Value$592 (-$181)
Filed 2026-10-13
Atala Financial Inc
UNCHANGED
Shares7,394 from 7,394
Change0 (0%)
Value$591.9K (-$19.2K)
Filed 2026-10-22
Heritage Investment Group, Inc.
DECREASED
Shares7,392 from 7,397
Change-5 (0%)
Value$591.7K (-$19.6K)
Filed 2026-11-03
Tradewinds Capital Management, LLC
UNCHANGED
Shares7,361 from 7,361
Change0 (0%)
Value$589.3K (-$19.1K)
Filed 2026-10-23
Bull Oak Capital, LLC
UNCHANGED
Shares7,359 from 7,359
Change0 (0%)
Value$589.1K (-$19.1K)
Filed 2026-10-23
Verum Partners LLC
INCREASED
Shares7,342 from 7,290
Change+52 (+1%)
Value$587.8K (-$14.6K)
Filed 2026-10-21
E&G Advisors, LLC
UNCHANGED
Shares7,337 from 7,337
Change0 (0%)
Value$587.3K (-$19.0K)
Filed 2026-10-13
Pacifica Capital Investments, LLC
UNCHANGED
Shares7,335 from 7,335
Change0 (0%)
Value$587.2K (-$19.0K)
Filed 2026-11-05
Radnor Capital Management, LLC
DECREASED
Shares7,326 from 7,526
Change-200 (-3%)
Value$586.4K (-$35.5K)
Filed 2026-10-23
L. Roy Papp & Associates, LLP
UNCHANGED
Shares7,310 from 7,310
Change0 (0%)
Value$585.2K (-$18.9K)
Filed 2026-10-21
DKM Wealth Management, Inc.
UNCHANGED
Shares7,293 from 7,293
Change0 (0%)
Value$583.8K (-$18.9K)
Filed 2026-10-09
First Command Advisory Services, Inc.
INCREASED
Shares7,287 from 5,418
Change+1,869 (+35%)
Value$583.3K (+$135.6K)
Filed 2026-11-05
Inscription Capital, LLC
DECREASED
Shares7,285 from 9,653
Change-2,368 (-25%)
Value$583.2K (-$214.6K)
Filed 2026-11-02
Parr Mcknight Wealth Management Group, LLC
UNCHANGED
Shares7,265 from 7,265
Change0 (0%)
Value$581.6K (-$18.8K)
Filed 2026-10-30
Summit Asset Management, LLC
DECREASED
Shares7,243 from 7,799
Change-556 (-7%)
Value$579.8K (-$64.7K)
Filed 2026-11-05
Mengis Capital Management, Inc.
INCREASED
Shares7,229 from 7,225
Change+4 (+0%)
Value$578.7K (-$18.4K)
Filed 2026-10-13
Lakeside Advisors, Inc.
INCREASED
Shares7,225 from 7,125
Change+100 (+1%)
Value$578.4K (-$10.4K)
Filed 2026-10-20
Alpha Family Trust
UNCHANGED
Shares7,220 from 7,220
Change0 (0%)
Value$596.7K ($0)
Filed 2026-11-04
Cooper Financial Group
INCREASED
Shares7,211 from 6,680
Change+531 (+8%)
Value$577.2K (+$25.2K)
Filed 2026-10-07
Flagship Harbor Advisors, LLC
INCREASED
Shares7,198 from 5,753
Change+1,445 (+25%)
Value$576.2K (+$100.7K)
Filed 2026-10-26
Birchwood Financial Partners, Inc.
INCREASED
Shares7,181 from 7,125
Change+56 (+1%)
Value$574.8K (-$14.0K)
Filed 2026-11-02
Cardinal Point Capital Management ULC
INCREASED
Shares7,168 from 4,650
Change+2,518 (+54%)
Value$573.8K (+$189.5K)
Filed 2026-10-21
Cassaday & Co Wealth Management LLC
INCREASED
Shares7,167 from 7,076
Change+91 (+1%)
Value$573.7K (-$11.0K)
Filed 2026-10-27
Lynch & Associates
UNCHANGED
Shares7,158 from 7,158
Change0 (0%)
Value$573.0K (-$18.5K)
Filed 2026-10-13
Rose Capital Advisors LLC
NEW
Shares7,117
Change+7,117
Value$569.7K
Filed 2026-11-04
GLP Holdings Lllp
UNCHANGED
Shares7,117 from 7,117
Change0 (0%)
Value$569.7K (-$18.4K)
Filed 2026-10-02
High Net Worth Advisory Group LLC
INCREASED
Shares7,112 from 7,077
Change+35 (+0%)
Value$569.3K (-$15.6K)
Filed 2026-10-26
Lincoln Capital LLC
INCREASED
Shares7,096 from 7,094
Change+2 (+0%)
Value$568.0K (-$18.2K)
Filed 2026-10-09
Capstone Wealth Management, LLC
DECREASED
Shares7,094 from 7,173
Change-79 (-1%)
Value$567.9K (-$24.9K)
Filed 2026-11-02
Wealth Preservation Advisors, LLC
INCREASED
Shares7,086 from 6,150
Change+936 (+15%)
Value$567.2K (+$59.0K)
Filed 2026-11-05
Means Investment Co., Inc.
INCREASED
Shares7,056 from 7,029
Change+27 (+0%)
Value$564.8K (-$16.1K)
Filed 2026-11-03
Mechanics Bank Trust Department
UNCHANGED
Shares7,045 from 7,045
Change0 (0%)
Value$564.0K (-$18.2K)
Filed 2026-10-13
Cowa, LLC
DECREASED
Shares7,041 from 7,102
Change-61 (-1%)
Value$563.6K (-$23.3K)
Filed 2026-10-30
Cane Capital Partners, LLC
DECREASED
Shares7,020 from 7,261
Change-241 (-3%)
Value$562.0K (-$38.1K)
Filed 2026-10-23
Kestra Investment Management, LLC
INCREASED
Shares7,009 from 5,890
Change+1,119 (+19%)
Value$561.1K (+$74.4K)
Filed 2026-11-04
Institute for Wealth Management, Llc.
INCREASED
Shares6,991 from 6,691
Change+300 (+4%)
Value$559.6K (+$6.7K)
Filed 2026-11-06
Abacus Planning Group, Inc.
DECREASED
Shares6,987 from 7,016
Change-29 (0%)
Value$559.3K (-$20.4K)
Filed 2026-11-02
First Bancorp, Inc
DECREASED
Shares6,978 from 7,003
Change-25 (0%)
Value$558.6K (-$20.1K)
Filed 2026-10-26
Mirador Capital Partners LP
UNCHANGED
Shares6,976 from 6,976
Change0 (0%)
Value$558.4K (-$18.1K)
Filed 2026-10-09
Arsenal Capital Advisors LLC
INCREASED
Shares6,975 from 6,957
Change+18 (+0%)
Value$558.3K (-$16.6K)
Filed 2026-11-02
Highland Capital Management, LLC
INCREASED
Shares6,969 from 6,964
Change+5 (+0%)
Value$557.9K (-$17.6K)
Filed 2026-10-26
Sound Income Strategies, LLC
INCREASED
Shares6,962 from 6,929
Change+33 (+0%)
Value$571.1K (-$1.5K)
Filed 2026-10-09
Cerro Pacific Wealth Advisors LLC
DECREASED
Shares6,951 from 6,952
Change-1 (0%)
Value$556.5K (-$18.1K)
Filed 2026-10-22
Charter Capital Management, Llc\de
INCREASED
Shares6,949 from 6,947
Change+2 (+0%)
Value$556.3K (-$17.8K)
Filed 2026-10-28
B.A. Schrock Wealth Management, Inc.
NEW
Shares6,945
Change+6,945
Value$557.3K
Filed 2026-10-15
Patrick M Sweeney & Associates, Inc
INCREASED
Shares6,944 from 6,742
Change+202 (+3%)
Value$555.9K (-$1.3K)
Filed 2026-10-22
Selby Wealth Management, LLC
UNCHANGED
Shares6,904 from 6,904
Change0 (0%)
Value$552.7K (-$17.9K)
Filed 2026-10-16
Hidden Cove Wealth Management, LLC
INCREASED
Shares6,898 from 6,846
Change+52 (+1%)
Value$552.2K (-$13.6K)
Filed 2026-10-19
Legacy Advisors, LLC
DECREASED
Shares6,892 from 8,623
Change-1,731 (-20%)
Value$551.7K (-$160.9K)
Filed 2026-10-19
Relyea Zuckerberg Hanson LLC
DECREASED
Shares6,878 from 7,045
Change-167 (-2%)
Value$550.6K (-$31.6K)
Filed 2026-10-20
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares6,866 from 5,550
Change+1,316 (+24%)
Value$549.7K (+$91.0K)
Filed 2026-10-29
Dorato Capital Management
DECREASED
Shares6,865 from 7,085
Change-220 (-3%)
Value$551.0K (-$66.5K)
Filed 2026-10-08
Naples Global Advisors, LLC
DECREASED
Shares6,862 from 6,889
Change-27 (0%)
Value$549.3K (-$20.0K)
Filed 2026-11-05
ASO Group Ltd
NEW
Shares6,854
Change+6,854
Value$549
Filed 2026-11-05
B.O.S.S. Retirement Advisors, LLC
DECREASED
Shares6,833 from 7,874
Change-1,041 (-13%)
Value$547.0K (-$103.7K)
Filed 2026-10-26
Weil Company, Inc.
INCREASED
Shares6,825 from 6,673
Change+152 (+2%)
Value$546.3K (-$5.1K)
Filed 2026-10-14
Smith Salley Wealth Management
INCREASED
Shares6,806 from 6,700
Change+106 (+2%)
Value$544.8K (-$8.9K)
Filed 2026-11-03
BigSur Wealth Management LLC
UNCHANGED
Shares6,800 from 6,800
Change0 (0%)
Value$544.3K (-$17.6K)
Filed 2026-10-13
SVB Wealth LLC
DECREASED
Shares6,792 from 8,309
Change-1,517 (-18%)
Value$543.7K (-$142.9K)
Filed 2026-11-06
Auxano Advisors, LLC
DECREASED
Shares6,777 from 7,065
Change-288 (-4%)
Value$542.5K (-$41.4K)
Filed 2026-11-06
Nixon Peabody Trust Co
INCREASED
Shares6,773 from 4,894
Change+1,879 (+38%)
Value$542.2K (+$137.7K)
Filed 2026-10-23
Swiss RE LTD
INCREASED
Shares6,759 from 4,111
Change+2,648 (+64%)
Value$541.1K (+$201.3K)
Filed 2026-11-06
Cambridge Advisors Inc.
UNCHANGED
Shares6,728 from 6,728
Change0 (0%)
Value$538.6K (-$17.4K)
Filed 2026-10-19
Seamount Financial Group Inc
INCREASED
Shares6,703 from 6,182
Change+521 (+8%)
Value$536.6K (+$25.7K)
Filed 2026-10-21
Van Cleef Asset Management,Inc
UNCHANGED
Shares6,695 from 6,695
Change0 (0%)
Value$536.0K (-$17.3K)
Filed 2026-10-20
Caitong International Asset Management Co., Ltd
NEW
Shares6,669
Change+6,669
Value$533.9K
Filed 2026-10-29
Riversedge Advisors, LLC
INCREASED
Shares6,668 from 5,219
Change+1,449 (+28%)
Value$533.7K (+$102.5K)
Filed 2026-10-09
XY Planning Network, Inc.
INCREASED
Shares6,622 from 6,252
Change+370 (+6%)
Value$530.1K (+$13.5K)
Filed 2026-10-14
Glaxis Capital Management, LLC
UNCHANGED
Shares6,582 from 6,582
Change0 (0%)
Value$526.9K (-$17.0K)
Filed 2026-11-02
Seven Mile Advisory
DECREASED
Shares6,571 from 6,604
Change-33 (0%)
Value$526.0K (-$19.7K)
Filed 2026-10-22
Summit Wealth Group LLC / Co
DECREASED
Shares6,561 from 8,613
Change-2,052 (-24%)
Value$525.2K (-$186.6K)
Filed 2026-10-29
Mindset Wealth Management, LLC
NEW
Shares6,500
Change+6,500
Value$520.3K
Filed 2026-10-19
Summa Corp.
UNCHANGED
Shares6,500 from 6,500
Change0 (0%)
Value$520.3K (-$16.8K)
Filed 2026-10-30
Alpha Advisors, LLC
INCREASED
Shares6,469 from 6,457
Change+12 (+0%)
Value$517.9K (-$15.7K)
Filed 2026-10-19
First Pacific Financial
INCREASED
Shares6,449 from 6,412
Change+37 (+1%)
Value$516.2K (-$13.7K)
Filed 2026-10-14
Mezzasalma Advisors, LLC
DECREASED
Shares6,447 from 6,664
Change-217 (-3%)
Value$516.1K (-$34.6K)
Filed 2026-10-14
Doliver Advisors, LP
DECREASED
Shares6,414 from 6,889
Change-475 (-7%)
Value$513.4K (-$55.9K)
Filed 2026-10-01
Hartford Financial Management Inc.
UNCHANGED
Shares6,400 from 6,400
Change0 (0%)
Value$512.3K (-$16.6K)
Filed 2026-10-21
Brady Martz Wealth Solutions, LLC
INCREASED
Shares6,388 from 5,462
Change+926 (+17%)
Value$511.4K (+$60.0K)
Filed 2026-11-05
Washington Trust Advisors, Inc.
INCREASED
Shares6,351 from 5,959
Change+392 (+7%)
Value$508.4K (+$15.9K)
Filed 2026-10-22
Novem Group
INCREASED
Shares6,342 from 4,866
Change+1,476 (+30%)
Value$507.7K (+$105.5K)
Filed 2026-10-19
CFS Investment Advisory Services, LLC
INCREASED
Shares6,337 from 5,084
Change+1,253 (+25%)
Value$516.5K (+$81.8K)
Filed 2026-10-19
Amarillo National Bank
DECREASED
Shares6,320 from 6,664
Change-344 (-5%)
Value$505.9K (-$44.8K)
Filed 2026-10-23
Cumberland Advisors Inc
UNCHANGED
Shares6,300 from 6,300
Change0 (0%)
Value$504.3K (-$16.3K)
Filed 2026-10-30
Fortress Financial Group, LLC
INCREASED
Shares6,293 from 6,252
Change+41 (+1%)
Value$503.8K (-$12.9K)
Filed 2026-10-21
New Hampshire Trust
UNCHANGED
Shares6,285 from 6,285
Change0 (0%)
Value$503.1K (-$16.3K)
Filed 2026-10-20
Legacy Bridge, LLC
UNCHANGED
Shares6,270 from 6,270
Change0 (0%)
Value$501.9K (-$16.2K)
Filed 2026-10-28
Traphagen Investment Advisors LLC
INCREASED
Shares6,266 from 6,264
Change+2 (+0%)
Value$501.6K (-$16.0K)
Filed 2026-10-14
Salomon & Ludwin, LLC
DECREASED
Shares6,263 from 6,344
Change-81 (-1%)
Value$501.4K (-$43.9K)
Filed 2026-10-29
Marino, Stram & Associates LLC
INCREASED
Shares6,258 from 5,268
Change+990 (+19%)
Value$500.9K (+$65.6K)
Filed 2026-10-22
ASL Financial, LLC
UNCHANGED
Shares6,233 from 6,233
Change0 (0%)
Value$499.0K (-$16.1K)
Filed 2026-10-15
Rosenberg Matthew Hamilton
INCREASED
Shares6,225 from 5,993
Change+232 (+4%)
Value$498.3K (+$3.0K)
Filed 2026-10-05
Intrua Financial, LLC
DECREASED
Shares6,224 from 6,691
Change-467 (-7%)
Value$498.3K (-$54.7K)
Filed 2026-10-28
Atlas Brown,Inc.
UNCHANGED
Shares6,215 from 6,215
Change0 (0%)
Value$497.5K (-$16.1K)
Filed 2026-10-09
Verus Capital Partners, LLC
DECREASED
Shares6,198 from 6,199
Change-1 (0%)
Value$496.2K (-$16.1K)
Filed 2026-11-03
Piscataqua Savings Bank
DECREASED
Shares6,195 from 6,619
Change-424 (-6%)
Value$495.9K (-$51.0K)
Filed 2026-10-21
Indiana Trust & Investment Management Co
UNCHANGED
Shares6,170 from 6,170
Change0 (0%)
Value$493.9K (-$16.0K)
Filed 2026-10-22
Howard Financial Services, Ltd.
INCREASED
Shares6,135 from 5,543
Change+592 (+11%)
Value$491.1K (+$33.0K)
Filed 2026-10-15
Jacobsen Capital Management
DECREASED
Shares6,126 from 6,153
Change-27 (0%)
Value$490.4K (-$18.1K)
Filed 2026-10-27
Redhawk Wealth Advisors, Inc.
INCREASED
Shares6,115 from 5,853
Change+262 (+4%)
Value$489.5K (+$5.8K)
Filed 2026-10-14
Sippican Capital Advisors
DECREASED
Shares6,100 from 7,020
Change-920 (-13%)
Value$488.3K (-$91.8K)
Filed 2026-10-23
Silver Oak Advisory Group, Inc.
UNCHANGED
Shares6,095 from 6,095
Change0 (0%)
Value$487.9K (-$15.1K)
Filed 2026-11-06
TBH Global Asset Management, LLC
DECREASED
Shares6,090 from 6,103
Change-13 (0%)
Value$487.5K (-$16.8K)
Filed 2026-11-03
Pictet North America Advisors SA
NEW
Shares6,083
Change+6,083
Value$486.9K
Filed 2026-10-21
JFS Wealth Advisors, LLC
DECREASED
Shares6,053 from 6,059
Change-6 (0%)
Value$484.5K (-$16.2K)
Filed 2026-11-03
Western Pacific Wealth Management, LP
UNCHANGED
Shares6,050 from 6,050
Change0 (0%)
Value$484.3K (-$15.7K)
Filed 2026-10-16
Univest Financial Corp
INCREASED
Shares6,047 from 5,165
Change+882 (+17%)
Value$484.1K (+$57.2K)
Filed 2026-11-05
Silvia Mccoll Wealth Management, LLC
INCREASED
Shares6,030 from 6,028
Change+2 (+0%)
Value$482.7K (-$15.5K)
Filed 2026-10-07
Canopy Partners, LLC
DECREASED
Shares6,029 from 6,036
Change-7 (0%)
Value$482.6K (-$16.2K)
Filed 2026-10-28
Pioneer Trust Bank N A
INCREASED
Shares6,000 from 5,900
Change+100 (+2%)
Value$480.3K (-$7.3K)
Filed 2026-11-06
Balefire, LLC
INCREASED
Shares5,996 from 5,592
Change+404 (+7%)
Value$480.0K (+$17.9K)
Filed 2026-10-09
Vann Equity Management LLC
INCREASED
Shares5,960 from 5,773
Change+187 (+3%)
Value$477.1K (+$40)
Filed 2026-10-08
Symphony Financial, Ltd. Co.
INCREASED
Shares5,957 from 4,959
Change+998 (+20%)
Value$479.7K (+$66.3K)
Filed 2026-10-22
DMC Group, LLC
DECREASED
Shares5,946 from 9,259
Change-3,313 (-36%)
Value$476.0K (-$289.2K)
Filed 2026-10-26
Zullo Investment Group, Inc.
DECREASED
Shares5,938 from 5,955
Change-17 (0%)
Value$475.4K (-$16.8K)
Filed 2026-10-20
Aull & Monroe Investment Management Corp
UNCHANGED
Shares5,935 from 5,935
Change0 (0%)
Value$475.1K (-$15.4K)
Filed 2026-10-16
Titleist Asset Management, LLC
INCREASED
Shares5,918 from 5,456
Change+462 (+8%)
Value$473.7K (+$22.8K)
Filed 2026-10-08
Stiles Financial Services Inc
INCREASED
Shares5,893 from 5,831
Change+62 (+1%)
Value$471.7K (-$10.2K)
Filed 2026-10-30
Searle & Co.
UNCHANGED
Shares5,887 from 5,887
Change0 (0%)
Value$471.3K (-$15.2K)
Filed 2026-11-04
Brown, Lisle Ings, Inc.
DECREASED
Shares5,881 from 7,486
Change-1,605 (-21%)
Value$470.7K (-$147.9K)
Filed 2026-10-16
Myriad Asset Management US LP
INCREASED
Shares5,873 from 4,290
Change+1,583 (+37%)
Value$470.0K (+$115.0K)
Filed 2026-11-03
Cornerstone Wealth Advisors, Inc.
UNCHANGED
Shares5,850 from 5,850
Change0 (0%)
Value$468.3K (-$15.2K)
Filed 2026-10-16
Silverlake Wealth Management LLC
DECREASED
Shares5,847 from 5,866
Change-19 (0%)
Value$468.1K (-$16.7K)
Filed 2026-10-21
Patton Albertson Miller Group, LLC
INCREASED
Shares5,836 from 5,760
Change+76 (+1%)
Value$467.2K (-$8.8K)
Filed 2026-10-26
Journey Retirement Planning & Investment Management LLC
INCREASED
Shares5,805 from 4,362
Change+1,443 (+33%)
Value$464.8K (+$104.2K)
Filed 2026-10-09
MRA Advisory Group
NEW
Shares5,762
Change+5,762
Value$461.2K
Filed 2026-10-07
Saxon Interests, Inc.
DECREASED
Shares5,762 from 11,228
Change-5,466 (-49%)
Value$461.3K (-$466.6K)
Filed 2026-10-26
G2 Capital Management, LLC / OH
UNCHANGED
Shares5,738 from 5,738
Change0 (0%)
Value$459.3K (-$14.9K)
Filed 2026-10-23
Canandaigua National Trust Co of Florida
NEW
Shares5,717
Change+5,717
Value$457.6K
Filed 2026-10-07
Ramsay, Stattman, Vela & Price, Inc.
NEW
Shares5,711
Change+5,711
Value$457.2K
Filed 2026-10-19
GFS Advisors, LLC
INCREASED
Shares5,710 from 59
Change+5,651 (+9578%)
Value$457.0K (+$114.0K)
Filed 2026-11-03
Thompson Investment Management, Inc.
INCREASED
Shares5,680 from 5,648
Change+32 (+1%)
Value$454.7K (-$12.1K)
Filed 2026-10-14
SJS Investment Consulting Inc.
INCREASED
Shares5,654 from 4,308
Change+1,346 (+31%)
Value$452.6K (+$96.6K)
Filed 2026-10-26
Bradyco, Inc.
UNCHANGED
Shares5,630 from 5,630
Change0 (0%)
Value$450.7K (-$14.6K)
Filed 2026-11-03
Ignite Planners, LLC
INCREASED
Shares5,629 from 5,381
Change+248 (+5%)
Value$450.6K (+$6.0K)
Filed 2026-10-14
Traveka Wealth, LLC
DECREASED
Shares5,613 from 5,650
Change-37 (-1%)
Value$449.3K (-$17.6K)
Filed 2026-10-19
Beacon Financial Advisory LLC
INCREASED
Shares5,610 from 4,209
Change+1,401 (+33%)
Value$449.1K (+$101.2K)
Filed 2026-10-16
Acropolis Investment Management, LLC
DECREASED
Shares5,598 from 6,009
Change-411 (-7%)
Value$448.1K (-$48.5K)
Filed 2026-10-08
Investment Partners, Ltd.
INCREASED
Shares5,592 from 2,490
Change+3,102 (+125%)
Value$447.5K (+$241.7K)
Filed 2026-10-29
Optivise Advisory Services LLC
INCREASED
Shares5,588 from 5,316
Change+272 (+5%)
Value$447.3K (+$8.0K)
Filed 2026-10-19
Lexington Hill Partners, LLC
INCREASED
Shares5,561 from 5,538
Change+23 (+0%)
Value$445.2K (-$12.5K)
Filed 2026-10-13
Wedge Capital Management L L P
UNCHANGED
Shares5,555 from 5,555
Change0 (0%)
Value$444.7K (-$14.4K)
Filed 2026-10-13
Procyon Advisors, LLC
DECREASED
Shares5,538 from 5,866
Change-328 (-6%)
Value$443.3K (-$41.4K)
Filed 2026-10-21
Baldwin Wealth Partners LLC
UNCHANGED
Shares5,499 from 5,499
Change0 (0%)
Value$440.2K (-$14.2K)
Filed 2026-10-13
Encompass More Asset Management
INCREASED
Shares5,487 from 5,335
Change+152 (+3%)
Value$439.2K (-$1.7K)
Filed 2026-10-16
Trek Financial, LLC
INCREASED
Shares5,466 from 5,114
Change+352 (+7%)
Value$437.6K (+$14.9K)
Filed 2026-10-29
Vista Capital Partners, Inc.
DECREASED
Shares5,448 from 6,182
Change-734 (-12%)
Value$436.1K (-$74.8K)
Filed 2026-11-06
Tranquility Partners, LLC
DECREASED
Shares5,439 from 6,808
Change-1,369 (-20%)
Value$435.4K (-$127.2K)
Filed 2026-10-20
Quantum Financial Advisors, LLC
INCREASED
Shares5,428 from 4,983
Change+445 (+9%)
Value$434.5K (+$22.7K)
Filed 2026-11-03
Fruth Investment Management
UNCHANGED
Shares5,418 from 5,418
Change0 (0%)
Value$433 (-$14)
Filed 2026-10-13
Planned Solutions, Inc.
UNCHANGED
Shares5,408 from 5,408
Change0 (0%)
Value$432.9K (-$14.0K)
Filed 2026-10-19
BridgePort Financial Solutions, LLC
DECREASED
Shares5,406 from 5,663
Change-257 (-5%)
Value$432.7K (-$35.3K)
Filed 2026-11-02
Arcataur Capital Management LLC
UNCHANGED
Shares5,406 from 5,406
Change0 (0%)
Value$432.8K (-$14.0K)
Filed 2026-10-21
Detalus Advisors, LLC
UNCHANGED
Shares5,400 from 5,400
Change0 (0%)
Value$432.3K (-$14.0K)
Filed 2026-10-15
Gradient Capital Advisors, LLC
INCREASED
Shares5,354 from 5,338
Change+16 (+0%)
Value$428.6K (-$12.5K)
Filed 2026-10-21
First Citizens Financial Corp
DECREASED
Shares5,352 from 5,381
Change-29 (-1%)
Value$428.4K (-$16.3K)
Filed 2026-10-02
Northcape Wealth Management, LLC
INCREASED
Shares5,348 from 5,182
Change+166 (+3%)
Value$428.1K (-$96)
Filed 2026-11-04
Towerpoint Wealth, LLC
INCREASED
Shares5,328 from 4,153
Change+1,175 (+28%)
Value$426.5K (+$83.3K)
Filed 2026-10-13
Formidable Asset Management, LLC
DECREASED
Shares5,314 from 15,434
Change-10,120 (-66%)
Value$439.2K (-$789.6K)
Filed 2026-11-03
Well Done, LLC
DECREASED
Shares5,289 from 6,801
Change-1,512 (-22%)
Value$423.4K (-$138.7K)
Filed 2026-10-20
Boyd Watterson Asset Management LLC
DECREASED
Shares5,289 from 5,411
Change-122 (-2%)
Value$423.4K (-$23.8K)
Filed 2026-11-06
Howard Capital Management Group, LLC
DECREASED
Shares5,250 from 5,450
Change-200 (-4%)
Value$420.3K (-$30.1K)
Filed 2026-10-16
Leonard Rickey Investment Advisors P.L.L.C.
DECREASED
Shares5,232 from 5,316
Change-84 (-2%)
Value$418.8K (-$20.5K)
Filed 2026-10-29
Urban Wealth Management, LLC
UNCHANGED
Shares5,230 from 5,230
Change0 (0%)
Value$418.7K (-$13.5K)
Filed 2026-10-21
Alternative Investment Advisors, Llc.
INCREASED
Shares5,225 from 5,197
Change+28 (+1%)
Value$418.5K (-$11.1K)
Filed 2026-11-03
Mosley Wealth Management
INCREASED
Shares5,207 from 4,448
Change+759 (+17%)
Value$430.9K (+$63.3K)
Filed 2026-10-16
Fortem Financial Group, LLC
INCREASED
Shares5,199 from 5,133
Change+66 (+1%)
Value$416.2K (-$8.0K)
Filed 2026-10-20
Horst & Graben Wealth Management LLC
DECREASED
Shares5,194 from 5,198
Change-4 (0%)
Value$415.8K (-$30.9K)
Filed 2026-11-02
Ariadne Wealth Management, LP
INCREASED
Shares5,182 from 4,533
Change+649 (+14%)
Value$414.8K (+$40.2K)
Filed 2026-11-06
Samalin Investment Counsel, LLC
DECREASED
Shares5,168 from 5,722
Change-554 (-10%)
Value$413.7K (-$59.2K)
Filed 2026-10-23
Destiny Wealth Partners, LLC
NEW
Shares5,166
Change+5,166
Value$443.7K
Filed 2026-11-05
Kelsey Financial, LLC
UNCHANGED
Shares5,149 from 5,149
Change0 (0%)
Value$412.2K (-$13.3K)
Filed 2026-10-28
Revolve Wealth Partners, LLC
DECREASED
Shares5,137 from 6,220
Change-1,083 (-17%)
Value$411.2K (-$102.8K)
Filed 2026-10-23
Community Trust & Investment Co
UNCHANGED
Shares5,134 from 5,134
Change0 (0%)
Value$411.0K (-$13.3K)
Filed 2026-10-15
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares5,108 from 5,108
Change0 (0%)
Value$408.9K (-$13.2K)
Filed 2026-10-29
Trilogy Capital Inc.
INCREASED
Shares5,105 from 4,342
Change+763 (+18%)
Value$408.6K (+$49.8K)
Filed 2026-10-20
Nichols & Pratt Advisers LLP
UNCHANGED
Shares5,100 from 5,100
Change0 (0%)
Value$409.3K (-$12.2K)
Filed 2026-10-13
Ahara Advisors LLC
INCREASED
Shares5,094 from 5,093
Change+1 (+0%)
Value$407.8K (-$13.1K)
Filed 2026-10-29
Fusion Capital, LLC
INCREASED
Shares5,083 from 5,073
Change+10 (+0%)
Value$406.9K (-$12.3K)
Filed 2026-10-28
Birch Hill Investment Advisors LLC
UNCHANGED
Shares5,079 from 5,079
Change0 (0%)
Value$406.6K (-$13.2K)
Filed 2026-10-16
Genesis Private Wealth, LLC
DECREASED
Shares5,072 from 5,569
Change-497 (-9%)
Value$406.0K (-$54.2K)
Filed 2026-11-02
Allegheny Financial Group
DECREASED
Shares5,058 from 5,125
Change-67 (-1%)
Value$404.9K (-$18.7K)
Filed 2026-11-05
Petros Family Wealth, LLC
INCREASED
Shares5,054 from 5,037
Change+17 (+0%)
Value$404.6K (-$11.7K)
Filed 2026-10-28
Independence Wealth Advisors, LLC
DECREASED
Shares5,050 from 5,116
Change-66 (-1%)
Value$404.2K (-$18.5K)
Filed 2026-10-29
Kesler, Norman & Wride, LLC
INCREASED
Shares5,043 from 4,965
Change+78 (+2%)
Value$403.7K (-$6.6K)
Filed 2026-11-06
Gallagher Capital Advisors, LLC
INCREASED
Shares5,011 from 4,983
Change+28 (+1%)
Value$401.2K (-$10.6K)
Filed 2026-10-09
Founders Capital Management, LLC
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$400.3K (-$13.0K)
Filed 2026-10-23
Home Federal Bank of Tennessee
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$400.3K (-$13.0K)
Filed 2026-10-15
Eagle Harbor Asset Management Inc
INCREASED
Shares4,981 from 4,677
Change+304 (+7%)
Value$398.7K (+$12.3K)
Filed 2026-10-21
Grant Private Wealth Management Inc
DECREASED
Shares4,973 from 6,312
Change-1,339 (-21%)
Value$398.1K (-$123.6K)
Filed 2026-10-19
Walker Asset Management, LLC
INCREASED
Shares4,970 from 4,944
Change+26 (+1%)
Value$397.8K (-$10.8K)
Filed 2026-10-13
Brewster Financial Planning LLC
INCREASED
Shares4,966 from 4,941
Change+25 (+1%)
Value$397.5K (-$10.8K)
Filed 2026-10-13
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED
Shares4,960 from 4,478
Change+482 (+11%)
Value$397.0K (+$27.0K)
Filed 2026-10-13
Fiera Capital Corp
UNCHANGED
Shares4,955 from 4,955
Change0 (0%)
Value$396.6K (-$12.8K)
Filed 2026-11-06
Three Magnolias Financial Advisors, LLC
UNCHANGED
Shares4,940 from 4,940
Change0 (0%)
Value$395.4K (-$12.8K)
Filed 2026-10-14
Next Level Private LLC
INCREASED
Shares4,939 from 4,057
Change+882 (+22%)
Value$395.4K (+$60.1K)
Filed 2026-10-20
Invera Wealth Advisors, LLC
INCREASED
Shares4,939 from 4,253
Change+686 (+16%)
Value$395.4K (+$43.9K)
Filed 2026-10-28
Alliance Wealth Advisors, LLC
INCREASED
Shares4,934 from 4,531
Change+403 (+9%)
Value$395.0K (+$20.5K)
Filed 2026-10-28
Jacksonville Wealth Management, LLC
UNCHANGED
Shares4,925 from 4,925
Change0 (0%)
Value$394.2K (-$12.8K)
Filed 2026-10-30
Steel Grove Capital Advisors, LLC
UNCHANGED
Shares4,924 from 4,924
Change0 (0%)
Value$394.2K (-$12.8K)
Filed 2026-10-13
WoodTrust Financial Corp
DECREASED
Shares4,901 from 4,942
Change-41 (-1%)
Value$392 (-$407.6K)
Filed 2026-10-09
TSG Advice Partners, LLC
NEW
Shares4,895
Change+4,895
Value$404.5K
Filed 2026-10-29
Vermillion Wealth Management, Inc.
DECREASED
Shares4,887 from 8,288
Change-3,401 (-41%)
Value$391.2K (-$293.7K)
Filed 2026-10-26
New Wave Wealth Advisors LLC
DECREASED
Shares4,875 from 5,068
Change-193 (-4%)
Value$393.6K (-$25.2K)
Filed 2026-10-19
Old Mission Investment Co LLC
INCREASED
Shares4,868 from 4,818
Change+50 (+1%)
Value$389.7K (-$8.5K)
Filed 2026-10-22
Willner & Heller, LLC
INCREASED
Shares4,865 from 4,838
Change+27 (+1%)
Value$389.5K (-$10.3K)
Filed 2026-10-28
Integral Investment Advisors, Inc.
DECREASED
Shares4,858 from 5,153
Change-295 (-6%)
Value$388.8K (-$37.0K)
Filed 2026-11-03
Lord & Richards Wealth Management, LLC
NEW
Shares4,847
Change+4,847
Value$388.0K
Filed 2026-10-14
First Financial Corp
DECREASED
Shares4,839 from 4,911
Change-72 (-1%)
Value$387.4K (-$18.5K)
Filed 2026-10-13
Buckhead Capital Management LLC
UNCHANGED
Shares4,829 from 4,829
Change0 (0%)
Value$386.6K (-$12.5K)
Filed 2026-11-03
Hunter Associates Investment Management LLC
INCREASED
Shares4,806 from 4,802
Change+4 (+0%)
Value$384 (-$395.6K)
Filed 2026-10-26
Waldron Private Wealth LLC
DECREASED
Shares4,797 from 6,023
Change-1,226 (-20%)
Value$384.0K (-$113.7K)
Filed 2026-11-02
Olympiad Research LP
NEW
Shares4,794
Change+4,794
Value$383.8K
Filed 2026-11-04
Cypress Capital Group
UNCHANGED
Shares4,793 from 4,793
Change0 (0%)
Value$383.7K (-$12.4K)
Filed 2026-11-03
Duncker Streett & Co Inc
INCREASED
Shares4,765 from 4,756
Change+9 (+0%)
Value$381.5K (-$11.6K)
Filed 2026-10-27
Roberts Wealth Advisors, LLC
DECREASED
Shares4,755 from 5,377
Change-622 (-12%)
Value$380.6K (-$63.7K)
Filed 2026-10-14
AA Financial Advisors, LLC
UNCHANGED
Shares4,751 from 4,751
Change0 (0%)
Value$380.3K (-$12.3K)
Filed 2026-10-19
KWB Wealth
INCREASED
Shares4,745 from 4,051
Change+694 (+17%)
Value$379.9K (+$45.1K)
Filed 2026-10-16
Carrera Capital Advisors
INCREASED
Shares4,743 from 4,569
Change+174 (+4%)
Value$379.7K (+$2.1K)
Filed 2026-11-03
Symmetry Partners, LLC
INCREASED
Shares4,733 from 3,253
Change+1,480 (+46%)
Value$378.9K (+$110.0K)
Filed 2026-10-27
North Berkeley Wealth Management, LLC
UNCHANGED
Shares4,727 from 4,727
Change0 (0%)
Value$378.4K (-$12.2K)
Filed 2026-11-02
Register Financial Advisors LLC
INCREASED
Shares4,724 from 4,720
Change+4 (+0%)
Value$378.1K (-$12.0K)
Filed 2026-10-23
Successful Portfolios LLC
DECREASED
Shares4,713 from 4,721
Change-8 (0%)
Value$382.3K (-$28.4K)
Filed 2026-10-09
Prairiewood Capital, LLC
UNCHANGED
Shares4,698 from 4,698
Change0 (0%)
Value$376.1K (-$12.2K)
Filed 2026-10-16
Tactive Advisors, LLC
DECREASED
Shares4,690 from 5,190
Change-500 (-10%)
Value$375.4K (-$53.5K)
Filed 2026-10-08
Mainsail Asset Management, LLC
INCREASED
Shares4,675 from 4,649
Change+26 (+1%)
Value$381.0K (-$25.7K)
Filed 2026-10-14
Asset One Wealth Management LLC
NEW
Shares4,673
Change+4,673
Value$374.1K
Filed 2026-11-02
Steinberganna Wealth Management
INCREASED
Shares4,666 from 4,639
Change+27 (+1%)
Value$373.5K (-$9.9K)
Filed 2026-10-23
Warwick Investment Management, Inc.
INCREASED
Shares4,657 from 4,501
Change+156 (+3%)
Value$372.8K (+$830)
Filed 2026-10-19
LeConte Wealth Management, LLC
INCREASED
Shares4,648 from 4,507
Change+141 (+3%)
Value$372.1K (-$359)
Filed 2026-10-20
Diesslin Group, Inc.
UNCHANGED
Shares4,632 from 4,632
Change0 (0%)
Value$370.8K (-$12.0K)
Filed 2026-10-14
May Hill Capital, LLC
INCREASED
Shares4,629 from 4,504
Change+125 (+3%)
Value$370.6K (-$1.7K)
Filed 2026-11-03
New Covenant Trust Company, N.A.
INCREASED
Shares4,619 from 4,294
Change+325 (+8%)
Value$369.8K (+$14.9K)
Filed 2026-10-08
Lewis Asset Management, LLC
INCREASED
Shares4,600 from 4,438
Change+162 (+4%)
Value$368.2K (+$1.5K)
Filed 2026-10-14
Coastline Trust Co
DECREASED
Shares4,580 from 6,954
Change-2,374 (-34%)
Value$366.6K (-$208.0K)
Filed 2026-10-01
Wealth Alliance Advisory Group, LLC
INCREASED
Shares4,576 from 4,561
Change+15 (+0%)
Value$366.3K (-$10.6K)
Filed 2026-10-14
Reflection Asset Management
UNCHANGED
Shares4,565 from 4,565
Change0 (0%)
Value$365.4K (-$11.8K)
Filed 2026-10-28
Prentiss Smith & Co Inc
UNCHANGED
Shares4,560 from 4,560
Change0 (0%)
Value$365.0K (-$11.8K)
Filed 2026-10-27
Argyle Capital Partners, LLC
INCREASED
Shares4,532 from 4,523
Change+9 (+0%)
Value$362.8K (-$11.0K)
Filed 2026-10-23
BG Investment Services, LLC
NEW
Shares4,528
Change+4,528
Value$362.4K
Filed 2026-10-23
Lynch Investment Planning, LLC
DECREASED
Shares4,527 from 4,876
Change-349 (-7%)
Value$362.4K (-$40.6K)
Filed 2026-10-27
Golden State Wealth Management, LLC
DECREASED
Shares4,527 from 4,565
Change-38 (-1%)
Value$362.4K (-$14.9K)
Filed 2026-11-02
Johnson & White Wealth Management, LLC
DECREASED
Shares4,521 from 4,524
Change-3 (0%)
Value$361.9K (-$11.9K)
Filed 2026-11-03
Embree Financial Group
INCREASED
Shares4,502 from 4,465
Change+37 (+1%)
Value$360.4K (-$8.5K)
Filed 2026-10-22
10Elms LLP
INCREASED
Shares4,495 from 4,281
Change+214 (+5%)
Value$359.8K (+$6.0K)
Filed 2026-11-06
Chris Bulman Inc
INCREASED
Shares4,495 from 4,390
Change+105 (+2%)
Value$359.9K (-$2.9K)
Filed 2026-10-20
Cogent Private Wealth, Inc.
DECREASED
Shares4,495 from 4,498
Change-3 (0%)
Value$359.8K (-$11.9K)
Filed 2026-11-06
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares4,493 from 2,463
Change+2,030 (+82%)
Value$359.7K (+$156.2K)
Filed 2026-10-14
Byrne Asset Management LLC
INCREASED
Shares4,493 from 4,453
Change+40 (+1%)
Value$360.6K (-$7.4K)
Filed 2026-10-06
Allegiance Financial Group Advisory Services LLC
NEW
Shares4,489
Change+4,489
Value$359.3K
Filed 2026-11-02
Walkner Condon Financial Advisors LLC
INCREASED
Shares4,473 from 3,921
Change+552 (+14%)
Value$358.0K (+$34.0K)
Filed 2026-11-02
Southland Equity Partners LLC
INCREASED
Shares4,457 from 4,450
Change+7 (+0%)
Value$356.8K (-$11.0K)
Filed 2026-10-14
Professional Financial Advisors, LLC
INCREASED
Shares4,434 from 4,410
Change+24 (+1%)
Value$354.9K (-$9.5K)
Filed 2026-10-13
Narwhal Capital Management
UNCHANGED
Shares4,431 from 4,431
Change0 (0%)
Value$354.7K (-$11.5K)
Filed 2026-11-04
Frederick Financial Consultants, LLC
INCREASED
Shares4,430 from 4,353
Change+77 (+2%)
Value$354.6K (-$5.1K)
Filed 2026-10-29
First American Bank
UNCHANGED
Shares4,422 from 4,422
Change0 (0%)
Value$354.0K (-$11.5K)
Filed 2026-10-27
Black Diamond Financial, LLC
INCREASED
Shares4,419 from 4,116
Change+303 (+7%)
Value$353.7K (+$13.6K)
Filed 2026-10-26
Millennium Capital Advisors, LLC
UNCHANGED
Shares4,410 from 4,410
Change0 (0%)
Value$353.0K (-$11.4K)
Filed 2026-10-16
Leuthold Group, LLC
INCREASED
Shares4,399 from 4,368
Change+31 (+1%)
Value$352.1K (-$8.8K)
Filed 2026-11-04
Arrow Financial Corp
UNCHANGED
Shares4,399 from 4,399
Change0 (0%)
Value$352.1K (-$11.4K)
Filed 2026-10-26
AMG Asset Management Group, Inc.
INCREASED
Shares4,391 from 3,042
Change+1,349 (+44%)
Value$351.5K (+$100.1K)
Filed 2026-10-21
Spartan Planning & Wealth Management
NEW
Shares4,380
Change+4,380
Value$350.6K
Filed 2026-10-13
Granite Islands Private Wealth, LLC
UNCHANGED
Shares4,375 from 4,375
Change0 (0%)
Value$350.2K (-$11.3K)
Filed 2026-10-16
tru Independence LLC
DECREASED
Shares4,368 from 5,946
Change-1,578 (-27%)
Value$348.5K (-$141.7K)
Filed 2026-10-20
Ballast, Inc.
INCREASED
Shares4,355 from 4,303
Change+52 (+1%)
Value$348.6K (-$7.0K)
Filed 2026-10-20
Center for Financial Planning, Inc.
INCREASED
Shares4,349 from 2,552
Change+1,797 (+70%)
Value$348.1K (+$137.2K)
Filed 2026-10-26
KFG Wealth Management, LLC
DECREASED
Shares4,349 from 4,422
Change-73 (-2%)
Value$348.1K (-$17.4K)
Filed 2026-10-16
WBH Advisory Inc
INCREASED
Shares4,338 from 2,961
Change+1,377 (+47%)
Value$347.2K (+$102.5K)
Filed 2026-11-05
Xcel Wealth Management, LLC
DECREASED
Shares4,336 from 5,536
Change-1,200 (-22%)
Value$347.1K (-$110.4K)
Filed 2026-10-26
Cherry Creek Investment Advisors, Inc.
INCREASED
Shares4,327 from 4,314
Change+13 (+0%)
Value$346.4K (-$10.1K)
Filed 2026-10-14
BXM Wealth LLC
INCREASED
Shares4,326 from 4,097
Change+229 (+6%)
Value$346.3K (+$7.7K)
Filed 2026-11-03
Private Wealth Group, LLC
DECREASED
Shares4,320 from 4,514
Change-194 (-4%)
Value$345.8K (-$27.2K)
Filed 2026-10-19
Gilliland Jeter Wealth Management LLC
UNCHANGED
Shares4,317 from 4,317
Change0 (0%)
Value$345.6K (-$11.2K)
Filed 2026-10-28
Oakworth Capital, Inc.
INCREASED
Shares4,316 from 4,169
Change+147 (+4%)
Value$345.5K (-$1.5K)
Filed 2026-10-26
Impact Capital Partners LLC
DECREASED
Shares4,313 from 4,343
Change-30 (-1%)
Value$345.3K (-$13.7K)
Filed 2026-10-22
Camden National Bank
DECREASED
Shares4,310 from 4,418
Change-108 (-2%)
Value$345.0K (-$20.1K)
Filed 2026-11-02
Mokosak Advisory Group, LLC
INCREASED
Shares4,305 from 4,285
Change+20 (+0%)
Value$344.6K (-$9.4K)
Filed 2026-10-20
Archford Capital Strategies, LLC
DECREASED
Shares4,300 from 5,056
Change-756 (-15%)
Value$344.2K (-$73.6K)
Filed 2026-10-19
Ameliora Wealth Management Ltd.
UNCHANGED
Shares4,294 from 4,294
Change0 (0%)
Value$343.7K (-$11.1K)
Filed 2026-10-23
Stronghold Wealth Management L.L.C.
DECREASED
Shares4,285 from 4,395
Change-110 (-2%)
Value$343.0K (-$20.2K)
Filed 2026-10-16
Evolution Advisers, Inc.
DECREASED
Shares4,247 from 4,342
Change-95 (-2%)
Value$343.6K (-$14.4K)
Filed 2026-11-06
Sawgrass Asset Management LLC
DECREASED
Shares4,234 from 4,454
Change-220 (-5%)
Value$338.9K (-$29.1K)
Filed 2026-11-03
Grove Bank & Trust
INCREASED
Shares4,234 from 4,217
Change+17 (+0%)
Value$338.9K (-$9.6K)
Filed 2026-10-08
Heritage Wealth Management, Inc.
INCREASED
Shares4,233 from 4,232
Change+1 (+0%)
Value$338.9K (-$10.9K)
Filed 2026-10-28
DT Investment Partners, LLC
UNCHANGED
Shares4,223 from 4,223
Change0 (0%)
Value$338.1K (-$10.9K)
Filed 2026-10-27
Paladin Wealth, LLC
NEW
Shares4,220
Change+4,220
Value$337.8K
Filed 2026-10-23
Corps Capital Advisors, LLC
UNCHANGED
Shares4,182 from 4,182
Change0 (0%)
Value$334.8K (-$10.8K)
Filed 2026-11-05
Aviance Capital Partners, LLC
INCREASED
Shares4,181 from 4,179
Change+2 (+0%)
Value$334.7K (-$10.6K)
Filed 2026-10-29
Gould Asset Management LLC
UNCHANGED
Shares4,157 from 4,157
Change0 (0%)
Value$332.8K (-$10.8K)
Filed 2026-11-06
BCV Asset Management Inc.
UNCHANGED
Shares4,155 from 4,155
Change0 (0%)
Value$334.0K (-$13.7K)
Filed 2026-11-06
Tenet Wealth Partners, LLC
UNCHANGED
Shares4,148 from 4,148
Change0 (0%)
Value$332.0K (-$29.9K)
Filed 2026-10-19
Decker Wealth Management LLC
NEW
Shares4,147
Change+4,147
Value$332.0K
Filed 2026-10-09
Avail Investment Partners, LLC
INCREASED
Shares4,139 from 3,394
Change+745 (+22%)
Value$331.3K (+$50.8K)
Filed 2026-10-16
Koenig Investment Advisory, LLC
DECREASED
Shares4,130 from 4,380
Change-250 (-6%)
Value$330.6K (-$31.4K)
Filed 2026-10-09
One Way Holdings LLC
INCREASED
Shares4,127 from 3,757
Change+370 (+10%)
Value$330.4K (+$19.9K)
Filed 2026-10-29
Lawood & Co
UNCHANGED
Shares4,118 from 4,118
Change0 (0%)
Value$329.6K (-$10.7K)
Filed 2026-10-09
Payden & Rygel
UNCHANGED
Shares4,100 from 4,100
Change0 (0%)
Value$328 (-$338.7K)
Filed 2026-10-28
Levin Capital Strategies, L.P.
UNCHANGED
Shares4,100 from 4,100
Change0 (0%)
Value$328.2K (-$10.6K)
Filed 2026-11-02
Albion Financial Group
INCREASED
Shares4,084 from 4,052
Change+32 (+1%)
Value$326.9K (-$7.9K)
Filed 2026-10-21
Strategic Planning Group, LLC
DECREASED
Shares4,079 from 4,658
Change-579 (-12%)
Value$326.6K (-$58.4K)
Filed 2026-10-22
GK Wealth Management LLC
DECREASED
Shares4,070 from 5,323
Change-1,253 (-24%)
Value$325.8K (-$114.0K)
Filed 2026-10-09
Ellis Investment Partners, LLC
DECREASED
Shares4,067 from 4,179
Change-112 (-3%)
Value$325.6K (-$19.7K)
Filed 2026-10-21
Discipline Wealth Solutions, LLC
UNCHANGED
Shares4,048 from 4,048
Change0 (0%)
Value$324.0K (-$10.5K)
Filed 2026-10-14
Kure Advisory, LLC
INCREASED
Shares4,035 from 4,002
Change+33 (+1%)
Value$323.0K (-$7.7K)
Filed 2026-10-08
BAR Harbor Wealth Management
UNCHANGED
Shares4,035 from 4,035
Change0 (0%)
Value$323.0K (-$10.5K)
Filed 2026-10-21
WealthPoint Financial, LLC
DECREASED
Shares4,031 from 4,092
Change-61 (-1%)
Value$322.7K (-$15.5K)
Filed 2026-11-03
James Hambro & Partners LLP
UNCHANGED
Shares4,019 from 4,019
Change0 (0%)
Value$321.9K (-$10.2K)
Filed 2026-10-19
Beacon Capital Management, LLC
INCREASED
Shares4,011 from 3,999
Change+12 (+0%)
Value$321.1K (-$9.5K)
Filed 2026-10-23
Romano Brothers and Company
DECREASED
Shares4,006 from 4,285
Change-279 (-7%)
Value$320.7K (-$33.4K)
Filed 2026-10-22
Epiq Partners, LLC
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$320.2K (-$10.4K)
Filed 2026-10-07
CMG Global Holdings, LLC
DECREASED
Shares3,982 from 4,038
Change-56 (-1%)
Value$318.8K (-$14.9K)
Filed 2026-10-14
Meadow Creek Wealth Advisors LLC
INCREASED
Shares3,977 from 3,838
Change+139 (+4%)
Value$318.4K (+$1.2K)
Filed 2026-11-02
Kaufman Rossin Wealth, LLC
NEW
Shares3,969
Change+3,969
Value$317.7K
Filed 2026-10-19
Financial Management Network Inc
INCREASED
Shares3,966 from 3,021
Change+945 (+31%)
Value$319.1K (+$54.7K)
Filed 2026-10-09
Retirement Planning Group, LLC
INCREASED
Shares3,949 from 3,872
Change+77 (+2%)
Value$316.2K (-$3.8K)
Filed 2026-10-19
Maia Wealth LLC
DECREASED
Shares3,934 from 4,827
Change-893 (-18%)
Value$314.9K (-$84.0K)
Filed 2026-10-19
Bill Few Associates, Inc.
INCREASED
Shares3,921 from 3,915
Change+6 (+0%)
Value$313.9K (-$9.7K)
Filed 2026-10-09
Weinberger Asset Management, Inc
INCREASED
Shares3,918 from 3,860
Change+58 (+2%)
Value$313.6K (-$20.0K)
Filed 2026-10-28
Madrona Financial Services, LLC
INCREASED
Shares3,910 from 3,892
Change+18 (+0%)
Value$313.0K (-$8.7K)
Filed 2026-10-23
Capital Advisors Wealth Management, LLC
INCREASED
Shares3,892 from 3,888
Change+4 (+0%)
Value$311.5K (-$9.8K)
Filed 2026-10-09
Denver PWM, LLC
UNCHANGED
Shares3,889 from 3,889
Change0 (0%)
Value$311.3K (-$34.1K)
Filed 2026-10-22
Vaughan David Investments LLC
INCREASED
Shares3,888 from 3,537
Change+351 (+10%)
Value$311 (-$291.7K)
Filed 2026-11-05
RAM Investment Partners, LLC
INCREASED
Shares3,887 from 3,854
Change+33 (+1%)
Value$311.1K (-$7.3K)
Filed 2026-10-21
RKL Wealth Management LLC
INCREASED
Shares3,862 from 3,513
Change+349 (+10%)
Value$309.2K (+$18.9K)
Filed 2026-10-16
Capital Management Associates, Inc
DECREASED
Shares3,861 from 4,095
Change-234 (-6%)
Value$309.1K (-$29.3K)
Filed 2026-10-20
United Advisor Group, LLC
INCREASED
Shares3,852 from 3,601
Change+251 (+7%)
Value$308.3K (+$10.8K)
Filed 2026-11-03
Adelphi Trust Co
UNCHANGED
Shares3,841 from 3,841
Change0 (0%)
Value$307.5K (-$9.9K)
Filed 2026-10-05
Cottonwood Capital Advisors, LLC
INCREASED
Shares3,840 from 3,837
Change+3 (+0%)
Value$307.4K (-$9.7K)
Filed 2026-10-20
HRC Wealth Management, LLC
INCREASED
Shares3,837 from 3,836
Change+1 (+0%)
Value$307.1K (-$9.9K)
Filed 2026-10-16
TCI Wealth Advisors, Inc.
INCREASED
Shares3,834 from 3,644
Change+190 (+5%)
Value$306.9K (+$5.8K)
Filed 2026-10-30
Brandywine OAK Private Wealth LLC
UNCHANGED
Shares3,829 from 3,829
Change0 (0%)
Value$306.5K (-$9.9K)
Filed 2026-10-23
Vicus Capital
INCREASED
Shares3,822 from 3,774
Change+48 (+1%)
Value$306.0K (-$5.9K)
Filed 2026-11-05
Avion Wealth
DECREASED
Shares3,821 from 4,797
Change-976 (-20%)
Value$305 (-$395.7K)
Filed 2026-11-04
Piedmont Capital Management, LLC
DECREASED
Shares3,820 from 4,170
Change-350 (-8%)
Value$305.8K (-$38.8K)
Filed 2026-10-21
Arvest Investments, Inc.
INCREASED
Shares3,820 from 3,818
Change+2 (+0%)
Value$305.8K (-$9.7K)
Filed 2026-10-21
Adamsbrown Wealth Consultants LLC
INCREASED
Shares3,818 from 3,775
Change+43 (+1%)
Value$305.6K (-$6.4K)
Filed 2026-10-20
United Wealth Management, LLC
UNCHANGED
Shares3,818 from 3,818
Change0 (0%)
Value$305.6K (-$9.9K)
Filed 2026-10-30
Peddock Capital Advisors, LLC
DECREASED
Shares3,814 from 4,024
Change-210 (-5%)
Value$305.3K (-$27.2K)
Filed 2026-10-16
Werba Rubin Papier Wealth Management
INCREASED
Shares3,813 from 3,635
Change+178 (+5%)
Value$305.3K (+$4.9K)
Filed 2026-11-06
Ipswich Investment Management Co., Inc.
UNCHANGED
Shares3,804 from 3,804
Change0 (0%)
Value$304.5K (-$9.9K)
Filed 2026-10-13
Financial Network Wealth Advisors LLC
DECREASED
Shares3,802 from 3,907
Change-105 (-3%)
Value$304.4K (-$18.5K)
Filed 2026-10-28
Westhampton Capital, LLC
UNCHANGED
Shares3,800 from 3,800
Change0 (0%)
Value$304.2K (-$9.8K)
Filed 2026-10-30
RW Investment Management LLC
DECREASED
Shares3,796 from 4,713
Change-917 (-19%)
Value$303.9K (-$85.6K)
Filed 2026-11-03
Accelerate Investment Advisors LLC
DECREASED
Shares3,793 from 3,881
Change-88 (-2%)
Value$303.7K (-$17.1K)
Filed 2026-11-02
Affinity Capital Advisors, LLC
INCREASED
Shares3,789 from 3,376
Change+413 (+12%)
Value$316.6K (+$21.3K)
Filed 2026-10-13
Integrity Advisory Solutions, LLC
INCREASED
Shares3,782 from 3,139
Change+643 (+20%)
Value$302.8K (+$43.3K)
Filed 2026-10-29
TCV Trust & Wealth Management, Inc.
INCREASED
Shares3,776 from 3,665
Change+111 (+3%)
Value$302.3K (-$607)
Filed 2026-10-16
Linscomb Wealth, Inc.
DECREASED
Shares3,774 from 3,888
Change-114 (-3%)
Value$302.1K (-$19.2K)
Filed 2026-11-05
Grove Street Fiduciary, LLC
UNCHANGED
Shares3,766 from 3,766
Change0 (0%)
Value$301.5K (-$9.8K)
Filed 2026-10-13
Powers Advisory Group, LLC
INCREASED
Shares3,751 from 3,739
Change+12 (+0%)
Value$300.3K (-$8.7K)
Filed 2026-10-14
Outlook Wealth Advisors, LLC
INCREASED
Shares3,747 from 3,726
Change+21 (+1%)
Value$299.9K (-$8.0K)
Filed 2026-10-28
Compass Financial Services Inc
INCREASED
Shares3,741 from 3,442
Change+299 (+9%)
Value$299.5K (+$15.1K)
Filed 2026-11-06
FAI Advisors, Inc.
INCREASED
Shares3,739 from 3,608
Change+131 (+4%)
Value$299.3K (+$1.1K)
Filed 2026-10-27
Analyst IMS Investment Management Services Ltd.
UNCHANGED
Shares3,739 from 3,739
Change0 (0%)
Value$299 (-$308.7K)
Filed 2026-11-05
Hanson & Doremus Investment Management
INCREASED
Shares3,735 from 2,035
Change+1,700 (+84%)
Value$299 (-$167.7K)
Filed 2026-10-16
TCP Asset Management, LLC
DECREASED
Shares3,729 from 3,736
Change-7 (0%)
Value$300.0K (-$8.7K)
Filed 2026-10-14
Family Capital Management, Inc.
DECREASED
Shares3,728 from 4,061
Change-333 (-8%)
Value$298.4K (-$37.2K)
Filed 2026-11-03
Private Advisory Group LLC
INCREASED
Shares3,726 from 3,448
Change+278 (+8%)
Value$298.3K (+$13.3K)
Filed 2026-11-06
Beaumont Financial Advisors, LLC
INCREASED
Shares3,722 from 3,715
Change+7 (+0%)
Value$298.0K (-$9.0K)
Filed 2026-10-22
Madson Wealth Advisors Inc
UNCHANGED
Shares3,718 from 3,718
Change0 (0%)
Value$297.6K (-$9.6K)
Filed 2026-10-13
Leo Wealth, LLC
NEW
Shares3,708
Change+3,708
Value$296.9K
Filed 2026-10-26
ERn Financial, LLC
DECREASED
Shares3,707 from 3,799
Change-92 (-2%)
Value$296.7K (-$17.2K)
Filed 2026-10-28
Northland Securities, Inc.
UNCHANGED
Shares3,700 from 3,700
Change0 (0%)
Value$296.2K (-$9.6K)
Filed 2026-11-02
Lifelong Wealth Advisors, Inc.
INCREASED
Shares3,686 from 3,664
Change+22 (+1%)
Value$295.0K (-$7.7K)
Filed 2026-10-19
Parkway Wealth Management Group, LLC
INCREASED
Shares3,682 from 3,227
Change+455 (+14%)
Value$294.7K (+$28.1K)
Filed 2026-10-20
Verus Financial Partners, Inc.
INCREASED
Shares3,680 from 3,381
Change+299 (+9%)
Value$294.6K (+$15.2K)
Filed 2026-10-29
Hazlett, Burt & Watson, Inc.
INCREASED
Shares3,680 from 3,678
Change+2 (+0%)
Value$296 (-$189.8K)
Filed 2026-11-04
Centurion Wealth Management LLC
DECREASED
Shares3,667 from 4,077
Change-410 (-10%)
Value$293.5K (-$43.4K)
Filed 2026-10-13
JGP Wealth Management, LLC
UNCHANGED
Shares3,667 from 3,667
Change0 (0%)
Value$293.5K (-$9.5K)
Filed 2026-10-13
Carbahal Olsen Financial Services Group, LLC
UNCHANGED
Shares3,660 from 3,660
Change0 (0%)
Value$293.0K (-$9.5K)
Filed 2026-11-05
Stonebridge Financial Group, LLC
INCREASED
Shares3,620 from 3,558
Change+62 (+2%)
Value$289.8K (-$4.3K)
Filed 2026-10-01
Rise Advisors, LLC
INCREASED
Shares3,606 from 3,591
Change+15 (+0%)
Value$288.7K (-$8.1K)
Filed 2026-10-16
Verity & Verity, LLC
UNCHANGED
Shares3,605 from 3,605
Change0 (0%)
Value$288.6K (-$9.3K)
Filed 2026-10-23
CPC Advisors, LLC
INCREASED
Shares3,600 from 3,389
Change+211 (+6%)
Value$288.2K (+$8.1K)
Filed 2026-10-21
Cannon Financial Strategists, Inc.
UNCHANGED
Shares3,600 from 3,600
Change0 (0%)
Value$288.2K (-$9.3K)
Filed 2026-10-19
Founders Grove Wealth Partners, LLC
INCREASED
Shares3,591 from 3,376
Change+215 (+6%)
Value$287.5K (+$8.5K)
Filed 2026-10-16
Great Waters Wealth Management
DECREASED
Shares3,589 from 3,811
Change-222 (-6%)
Value$287.3K (-$27.6K)
Filed 2026-10-07
Nolet Wealth Management, LLC
DECREASED
Shares3,586 from 3,622
Change-36 (-1%)
Value$287.1K (-$12.3K)
Filed 2026-10-15
D'Orazio & Associates, Inc.
DECREASED
Shares3,576 from 3,633
Change-57 (-2%)
Value$286.3K (-$13.9K)
Filed 2026-11-04
Centennial Wealth Advisory LLC
INCREASED
Shares3,574 from 3,489
Change+85 (+2%)
Value$286.7K (-$1.6K)
Filed 2026-10-16
Advisory Solutions Group, LLC
INCREASED
Shares3,564 from 3,187
Change+377 (+12%)
Value$285.3K (+$21.9K)
Filed 2026-10-14
Motive Wealth Advisors
INCREASED
Shares3,563 from 3,434
Change+129 (+4%)
Value$285.2K (+$1.4K)
Filed 2026-10-26
McMill Wealth Management
INCREASED
Shares3,562 from 3,491
Change+71 (+2%)
Value$285.1K (-$3.4K)
Filed 2026-11-05
Goldstein Advisors, LLC
DECREASED
Shares3,556 from 4,471
Change-915 (-20%)
Value$284.7K (-$84.8K)
Filed 2026-10-15
Uptown Financial Advisors LLC
INCREASED
Shares3,554 from 2,940
Change+614 (+21%)
Value$284.5K (+$41.5K)
Filed 2026-10-15
Wedgewood Investors Inc
UNCHANGED
Shares3,543 from 3,543
Change0 (0%)
Value$283.6K (-$9.2K)
Filed 2026-10-28
Members Wealth LLC
NEW
Shares3,537
Change+3,537
Value$283.9K
Filed 2026-10-20
BetterWealth, LLC
UNCHANGED
Shares3,526 from 3,526
Change0 (0%)
Value$282.3K (-$9.1K)
Filed 2026-10-15
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares3,499 from 3,499
Change0 (0%)
Value$280.1K (-$9.1K)
Filed 2026-10-15
Tillman Hartley LLC
UNCHANGED
Shares3,482 from 3,482
Change0 (0%)
Value$278.7K (-$9.0K)
Filed 2026-11-06
Sprinkle Financial Consultants LLC
UNCHANGED
Shares3,473 from 3,473
Change0 (0%)
Value$278.0K (-$9.0K)
Filed 2026-10-09
Capital Advisors, Ltd. LLC
INCREASED
Shares3,472 from 3,318
Change+154 (+5%)
Value$278 (+$4)
Filed 2026-10-27
Lionshead Wealth Management, LLC
INCREASED
Shares3,470 from 3,436
Change+34 (+1%)
Value$277.8K (-$6.2K)
Filed 2026-10-21
Index Fund Advisors, Inc.
DECREASED
Shares3,465 from 3,467
Change-2 (0%)
Value$277.4K (-$9.1K)
Filed 2026-11-05
Ullmann Wealth Partners Group, LLC
INCREASED
Shares3,464 from 3,432
Change+32 (+1%)
Value$277.3K (-$6.4K)
Filed 2026-11-02
Asset Planning,Inc
INCREASED
Shares3,463 from 3,446
Change+17 (+0%)
Value$277.2K (-$7.6K)
Filed 2026-10-26
DB&C Advisors, LLC
INCREASED
Shares3,459 from 3,453
Change+6 (+0%)
Value$276.9K (-$8.5K)
Filed 2026-10-26
Eagle Wealth Strategies LLC
INCREASED
Shares3,457 from 3,290
Change+167 (+5%)
Value$276.7K (+$4.8K)
Filed 2026-10-20
BCR Wealth Strategies, LLC
INCREASED
Shares3,439 from 3,401
Change+38 (+1%)
Value$275.3K (-$5.7K)
Filed 2026-11-06
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares3,433 from 3,433
Change0 (0%)
Value$274.8K (-$8.9K)
Filed 2026-10-23
EdgeRock Capital LLC
INCREASED
Shares3,428 from 3,246
Change+182 (+6%)
Value$274.4K (+$6.2K)
Filed 2026-11-03
Teza Capital Management LLC
NEW
Shares3,415
Change+3,415
Value$273.4K
Filed 2026-10-23
Sonata Capital Group Inc
UNCHANGED
Shares3,415 from 3,415
Change0 (0%)
Value$273.4K (-$8.8K)
Filed 2026-10-19
Newman Dignan & Sheerar, Inc.
DECREASED
Shares3,412 from 4,162
Change-750 (-18%)
Value$273.1K (-$70.8K)
Filed 2026-10-21
City State Bank
INCREASED
Shares3,408 from 3,189
Change+219 (+7%)
Value$272.8K (+$9.3K)
Filed 2026-10-20
Verity Asset Management, Inc.
INCREASED
Shares3,408 from 3,407
Change+1 (+0%)
Value$272.9K (-$8.6K)
Filed 2026-10-30
Fortitude Family Office, LLC
INCREASED
Shares3,401 from 1,676
Change+1,725 (+103%)
Value$272.3K (+$133.7K)
Filed 2026-10-14
Eagle Bay Advisors LLC
DECREASED
Shares3,397 from 3,447
Change-50 (-1%)
Value$272.0K (-$12.9K)
Filed 2026-10-16
Quantum Financial Partners LLC
DECREASED
Shares3,394 from 4,660
Change-1,266 (-27%)
Value$271.7K (-$113.4K)
Filed 2026-10-19
DecisionMap Wealth Management, LLC
DECREASED
Shares3,383 from 4,411
Change-1,028 (-23%)
Value$270.8K (-$93.7K)
Filed 2026-10-29
Mission Financial Group, LLC
INCREASED
Shares3,382 from 3,096
Change+286 (+9%)
Value$270.7K (+$14.9K)
Filed 2026-10-21
Guyasuta Investment Advisors Inc
INCREASED
Shares3,366 from 3,264
Change+102 (+3%)
Value$269.5K (-$292)
Filed 2026-10-15
PFC Capital Group, Inc.
DECREASED
Shares3,365 from 4,265
Change-900 (-21%)
Value$269.4K (-$82.6K)
Filed 2026-11-06
Solidarity Wealth, LLC
UNCHANGED
Shares3,353 from 3,353
Change0 (0%)
Value$268.4K (-$8.7K)
Filed 2026-10-15
NewSquare Capital LLC
INCREASED
Shares3,333 from 2,792
Change+541 (+19%)
Value$266.8K (+$36.1K)
Filed 2026-11-06
Focused Alpha, LLC
INCREASED
Shares3,333 from 2,882
Change+451 (+16%)
Value$266.8K (+$28.6K)
Filed 2026-10-20
KG Capital Management
DECREASED
Shares3,308 from 3,313
Change-5 (0%)
Value$264.8K (-$9.0K)
Filed 2026-10-15
LiftPoint Family Wealth Advisors LLC
INCREASED
Shares3,304 from 3,111
Change+193 (+6%)
Value$264.5K (+$7.4K)
Filed 2026-11-03
Invenio Wealth Partners LLC
DECREASED
Shares3,293 from 3,295
Change-2 (0%)
Value$263.6K (-$8.7K)
Filed 2026-10-20
Falcon Wealth Planning
INCREASED
Shares3,290 from 2,571
Change+719 (+28%)
Value$263.4K (+$50.9K)
Filed 2026-11-06
Hoxton Planning & Management, LLC
INCREASED
Shares3,288 from 3,227
Change+61 (+2%)
Value$263.2K (-$3.5K)
Filed 2026-10-15
Eagle Wealth Advisors LLC
INCREASED
Shares3,279 from 2,961
Change+318 (+11%)
Value$262.5K (+$17.8K)
Filed 2026-10-20
Strategic Family Wealth Counselors, L.L.C.
DECREASED
Shares3,275 from 3,309
Change-34 (-1%)
Value$262.1K (-$11.3K)
Filed 2026-10-29
Investment Advisory Services Inc
INCREASED
Shares3,274 from 3,260
Change+14 (+0%)
Value$262.1K (-$7.4K)
Filed 2026-10-27
Shelter Rock Management, LLC
INCREASED
Shares3,267 from 3,248
Change+19 (+1%)
Value$261.9K (-$6.5K)
Filed 2026-10-09
AGH Wealth Advisors, LLC
DECREASED
Shares3,263 from 3,353
Change-90 (-3%)
Value$261.2K (-$15.9K)
Filed 2026-10-26
Hamilton Capital, LLC
INCREASED
Shares3,259 from 3,148
Change+111 (+4%)
Value$260.9K (+$733)
Filed 2026-10-08
Bell Investment Advisors, Inc
INCREASED
Shares3,257 from 3,204
Change+53 (+2%)
Value$260.7K (-$4.1K)
Filed 2026-10-29
Paragon Capital Management Ltd
UNCHANGED
Shares3,256 from 3,256
Change0 (0%)
Value$260.6K (-$8.4K)
Filed 2026-10-09
Phillips Financial Management, LLC
INCREASED
Shares3,251 from 2,884
Change+367 (+13%)
Value$260.2K (+$21.9K)
Filed 2026-10-19
Builder Investment Group Inc
UNCHANGED
Shares3,250 from 3,250
Change0 (0%)
Value$260.2K (-$8.4K)
Filed 2026-10-22
Hara Capital LLC
DECREASED
Shares3,242 from 3,273
Change-31 (-1%)
Value$259.5K (-$11.0K)
Filed 2026-10-30
Advisory Resource Group
DECREASED
Shares3,237 from 3,619
Change-382 (-11%)
Value$259.1K (-$39.9K)
Filed 2026-10-26
Wealth Dimensions Group, Ltd.
INCREASED
Shares3,232 from 3,069
Change+163 (+5%)
Value$258.7K (+$5.0K)
Filed 2026-11-02
Five Oceans Advisors
DECREASED
Shares3,228 from 3,625
Change-397 (-11%)
Value$258.4K (-$41.2K)
Filed 2026-10-22
Ejmk Ventures LLC
INCREASED
Shares3,228 from 2,992
Change+236 (+8%)
Value$258.4K (+$11.2K)
Filed 2026-10-21
Simon Quick Advisors, LLC
INCREASED
Shares3,226 from 3,180
Change+46 (+1%)
Value$258.2K (-$4.6K)
Filed 2026-10-26
Veery Capital, LLC
DECREASED
Shares3,221 from 3,234
Change-13 (0%)
Value$257.8K (-$9.4K)
Filed 2026-10-07
West Paces Advisors Inc.
INCREASED
Shares3,213 from 2,765
Change+448 (+16%)
Value$257.2K (+$28.7K)
Filed 2026-10-13
Convergence Financial, LLC
DECREASED
Shares3,210 from 6,487
Change-3,277 (-51%)
Value$257.0K (-$279.2K)
Filed 2026-10-27
Aletheian Wealth Advisors LLC
INCREASED
Shares3,206 from 3,184
Change+22 (+1%)
Value$256.6K (-$6.5K)
Filed 2026-10-08
LifeGoal Investments, LLC
NEW
Shares3,205
Change+3,205
Value$256.6K
Filed 2026-10-09
Wealth Group, Ltd.
NEW
Shares3,204
Change+3,204
Value$256
Filed 2026-10-30
Elevated Financial Group LLC
DECREASED
Shares3,203 from 3,456
Change-253 (-7%)
Value$256.4K (-$29.2K)
Filed 2026-10-16
Sutton Place Investors LLC
INCREASED
Shares3,200 from 3,185
Change+15 (+0%)
Value$256.2K (-$7.0K)
Filed 2026-10-20
Kearns & Associates LLC
UNCHANGED
Shares3,200 from 3,200
Change0 (0%)
Value$256.2K (-$8.3K)
Filed 2026-10-09
Michels Family Financial, LLC
DECREASED
Shares3,191 from 4,187
Change-996 (-24%)
Value$255.4K (-$90.6K)
Filed 2026-11-02
RDA Financial Network
DECREASED
Shares3,191 from 3,193
Change-2 (0%)
Value$255.5K (-$8.4K)
Filed 2026-10-15
Blue Fin Capital, Inc.
UNCHANGED
Shares3,181 from 3,181
Change0 (0%)
Value$254.6K (-$8.2K)
Filed 2026-10-28
Warren Street Wealth Advisors, LLC
INCREASED
Shares3,174 from 2,695
Change+479 (+18%)
Value$254.0K (+$31.3K)
Filed 2026-11-04
Owl Creek Wealth Partners LLC
DECREASED
Shares3,173 from 3,184
Change-11 (0%)
Value$254.0K (-$9.1K)
Filed 2026-10-20
Heartwood Wealth Advisors LLC
INCREASED
Shares3,168 from 3,120
Change+48 (+2%)
Value$253.6K (-$4.2K)
Filed 2026-10-05
Centerpoint Advisory Group
UNCHANGED
Shares3,159 from 3,159
Change0 (0%)
Value$252.9K (-$8.2K)
Filed 2026-10-23
Third View Private Wealth, LLC
INCREASED
Shares3,156 from 3,151
Change+5 (+0%)
Value$252.6K (-$7.8K)
Filed 2026-10-30
4Wealth Advisors, Inc.
UNCHANGED
Shares3,137 from 3,137
Change0 (0%)
Value$252.5K (-$9.5K)
Filed 2026-10-13
GSG Advisors LLC
INCREASED
Shares3,133 from 2,919
Change+214 (+7%)
Value$250.8K (+$9.6K)
Filed 2026-11-03
Watershed Private Wealth LLC
UNCHANGED
Shares3,133 from 3,133
Change0 (0%)
Value$250.8K (-$8.1K)
Filed 2026-10-30
Juncture Wealth Strategies, LLC
DECREASED
Shares3,129 from 3,148
Change-19 (-1%)
Value$250.5K (-$9.7K)
Filed 2026-10-06
Counterpoint Mutual Funds LLC
NEW
Shares3,127
Change+3,127
Value$250.3K
Filed 2026-10-16
Hummer Financial Advisory Services Inc
UNCHANGED
Shares3,126 from 3,126
Change0 (0%)
Value$250.2K (-$8.1K)
Filed 2026-10-09
SFE Investment Counsel
DECREASED
Shares3,125 from 3,195
Change-70 (-2%)
Value$250.2K (-$13.9K)
Filed 2026-10-29
Omnitrust Wealth Management, Inc
NEW
Shares3,120
Change+3,120
Value$249.8K
Filed 2026-11-02
International Private Wealth Advisors LLC
DECREASED
Shares3,102 from 3,104
Change-2 (0%)
Value$248.3K (-$8.2K)
Filed 2026-11-05
MinichMacGregor Wealth Management, LLC
DECREASED
Shares3,095 from 3,212
Change-117 (-4%)
Value$247.8K (-$17.7K)
Filed 2026-10-14
Northern Capital Management, Inc.
UNCHANGED
Shares3,084 from 3,084
Change0 (0%)
Value$246.9K (-$8.0K)
Filed 2026-11-05
Pacific Capital Wealth Advisors, Inc.
NEW
Shares3,082
Change+3,082
Value$246.7K
Filed 2026-10-22
Integrity Wealth Advisors, Inc.
NEW
Shares3,080
Change+3,080
Value$246.6K
Filed 2026-10-29
Demars Financial Group, LLC
INCREASED
Shares3,063 from 3,024
Change+39 (+1%)
Value$245.2K (-$4.7K)
Filed 2026-10-22
Flagship Wealth Advisors, LLC
UNCHANGED
Shares3,056 from 3,056
Change0 (0%)
Value$244.6K (-$7.9K)
Filed 2026-11-03
True Wealth Design, LLC
INCREASED
Shares3,051 from 2,380
Change+671 (+28%)
Value$244.2K (+$47.5K)
Filed 2026-10-13
Core Wealth Partners LLC
DECREASED
Shares3,045 from 3,373
Change-328 (-10%)
Value$243.8K (-$35.0K)
Filed 2026-11-02
Moran Wealth Management, LLC
INCREASED
Shares3,032 from 2,668
Change+364 (+14%)
Value$242.7K (+$22.2K)
Filed 2026-10-22
Powell Investment Advisors, LLC
UNCHANGED
Shares3,026 from 3,026
Change0 (0%)
Value$242.2K (-$7.8K)
Filed 2026-10-22
Code Waechter LLC
NEW
Shares3,021
Change+3,021
Value$241.8K
Filed 2026-10-23
Forza Wealth Management, LLC
DECREASED
Shares3,014 from 3,164
Change-150 (-5%)
Value$241.3K (-$20.2K)
Filed 2026-10-20
Asset Dedication, LLC
DECREASED
Shares3,006 from 3,376
Change-370 (-11%)
Value$240.6K (-$38.3K)
Filed 2026-11-03
Torray Investment Partners LLC
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$240.2K (-$7.8K)
Filed 2026-10-30
Spirit of America Management Corp
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$240.2K (-$7.8K)
Filed 2026-10-14
Hourglass Capital, LLC
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$240.2K (-$7.8K)
Filed 2026-10-26
Constitution Capital LLC
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$240.2K (-$7.8K)
Filed 2026-10-23
W Advisors, LLC
INCREASED
Shares2,994 from 2,813
Change+181 (+6%)
Value$239.7K (+$7.2K)
Filed 2026-11-02
Summit Investment Advisors, Inc.\KS
INCREASED
Shares2,991 from 2,974
Change+17 (+1%)
Value$239.4K (-$6.3K)
Filed 2026-11-05
Clear Wave Wealth Management LLC
INCREASED
Shares2,990 from 2,886
Change+104 (+4%)
Value$239.3K (+$850)
Filed 2026-11-04
United Community Bank
INCREASED
Shares2,989 from 1,998
Change+991 (+50%)
Value$239.3K (+$74.2K)
Filed 2026-10-28
Ironwood Financial, llc
DECREASED
Shares2,970 from 2,985
Change-15 (0%)
Value$237.7K (-$23.9K)
Filed 2026-10-20
NTV Asset Management LLC
UNCHANGED
Shares2,968 from 2,968
Change0 (0%)
Value$237.6K (-$7.7K)
Filed 2026-10-23
BNC Wealth Management, LLC
UNCHANGED
Shares2,966 from 2,966
Change0 (0%)
Value$237.4K (-$7.7K)
Filed 2026-10-19
Smith Chas P & Associates PA Cpas
INCREASED
Shares2,957 from 2,920
Change+37 (+1%)
Value$248.0K (+$6.7K)
Filed 2026-10-22
Trust Co
INCREASED
Shares2,953 from 2,799
Change+154 (+6%)
Value$236.4K (+$5.0K)
Filed 2026-10-09
North Capital, Inc.
DECREASED
Shares2,944 from 3,104
Change-160 (-5%)
Value$237.7K (-$18.9K)
Filed 2026-10-16
Leelyn Smith, LLC
INCREASED
Shares2,943 from 2,890
Change+53 (+2%)
Value$235.6K (-$3.2K)
Filed 2026-11-03
Edgemoor Investment Advisors, Inc.
INCREASED
Shares2,934 from 2,904
Change+30 (+1%)
Value$234.9K (-$5.1K)
Filed 2026-11-03
Atwood & Palmer Inc
UNCHANGED
Shares2,925 from 2,925
Change0 (0%)
Value$234.1K (-$7.6K)
Filed 2026-10-08
Family Wealth Partners, LLC
INCREASED
Shares2,922 from 2,747
Change+175 (+6%)
Value$233.9K (+$6.9K)
Filed 2026-10-20
Hengehold Capital Management LLC
DECREASED
Shares2,912 from 3,009
Change-97 (-3%)
Value$233.1K (-$15.6K)
Filed 2026-10-16
True North Advisors, LLC
NEW
Shares2,905
Change+2,905
Value$232.5K
Filed 2026-10-22
Blackston Financial Advisory Group, LLC
NEW
Shares2,899
Change+2,899
Value$232.1K
Filed 2026-11-04
Rossby Financial, LCC
INCREASED
Shares2,892 from 1,811
Change+1,081 (+60%)
Value$231.5K (+$81.8K)
Filed 2026-11-05
Thompson Davis & Co., Inc.
UNCHANGED
Shares2,892 from 2,892
Change0 (0%)
Value$231.5K (-$7.5K)
Filed 2026-11-05
Kondo Wealth Advisors, Inc.
DECREASED
Shares2,889 from 4,366
Change-1,477 (-34%)
Value$231.3K (-$129.5K)
Filed 2026-10-19
August Group Capital Ltd
INCREASED
Shares2,881 from 2,814
Change+67 (+2%)
Value$230.6K (-$1.8K)
Filed 2026-10-14
OceanIQ Capital, LLC
INCREASED
Shares2,878 from 2,779
Change+99 (+4%)
Value$232.4K (-$10.7K)
Filed 2026-10-19
Cordgrass Capital Advisors, LLC
UNCHANGED
Shares2,875 from 2,875
Change0 (0%)
Value$230.1K (-$7.4K)
Filed 2026-10-30
WBI Investments, LLC
INCREASED
Shares2,874 from 2,856
Change+18 (+1%)
Value$230.0K (-$6.0K)
Filed 2026-11-05
United Bank
NEW
Shares2,850
Change+2,850
Value$228.1K
Filed 2026-11-06
Blodgett Wealth Advisors, LLC
UNCHANGED
Shares2,846 from 2,846
Change0 (0%)
Value$227.8K (-$7.4K)
Filed 2026-10-23
Winch Advisory Services, LLC
INCREASED
Shares2,841 from 2,826
Change+15 (+1%)
Value$227.4K (-$6.1K)
Filed 2026-11-06
SWP Financial LLC
INCREASED
Shares2,833 from 2,802
Change+31 (+1%)
Value$226.8K (-$4.8K)
Filed 2026-10-23
First Financial Group Corp
INCREASED
Shares2,831 from 2,818
Change+13 (+0%)
Value$226.6K (-$6.3K)
Filed 2026-10-22
Silver Grove Financial Group, Inc.
INCREASED
Shares2,823 from 2,472
Change+351 (+14%)
Value$226.0K (+$21.7K)
Filed 2026-11-05
McLean Asset Management Corp
DECREASED
Shares2,822 from 2,905
Change-83 (-3%)
Value$239.3K (-$11.8K)
Filed 2026-11-06
Braun-Bostich & Associates Inc.
DECREASED
Shares2,822 from 2,888
Change-66 (-2%)
Value$225.9K (-$12.8K)
Filed 2026-10-20
University of Texas S AM Investment Management Co
DECREASED
Shares2,815 from 3,555
Change-740 (-21%)
Value$225.3K (-$68.4K)
Filed 2026-11-03
Financial Security Advisor, Inc.
DECREASED
Shares2,813 from 3,510
Change-697 (-20%)
Value$225.2K (-$64.8K)
Filed 2026-11-03
Summit Financial Wealth Advisors, LLC
INCREASED
Shares2,813 from 2,803
Change+10 (+0%)
Value$225.2K (-$6.5K)
Filed 2026-10-15
Emergent Wealth Advisors, LLC
DECREASED
Shares2,809 from 3,732
Change-923 (-25%)
Value$224.8K (-$53.3K)
Filed 2026-10-09
Bangor Savings Bank
DECREASED
Shares2,800 from 2,805
Change-5 (0%)
Value$224.1K (-$7.7K)
Filed 2026-10-06
Willis Investment Counsel
UNCHANGED
Shares2,800 from 2,800
Change0 (0%)
Value$224.1K (-$7.3K)
Filed 2026-10-20
Kwmg, LLC
DECREASED
Shares2,793 from 2,874
Change-81 (-3%)
Value$223.6K (-$13.9K)
Filed 2026-10-07
Wealth Management Partners, LLC
DECREASED
Shares2,784 from 3,127
Change-343 (-11%)
Value$222.9K (-$35.6K)
Filed 2026-10-21
Sterling Group Wealth Management, LLC
UNCHANGED
Shares2,775 from 2,775
Change0 (0%)
Value$222.1K (-$7.2K)
Filed 2026-11-03
Gratus Wealth Advisors, LLC
INCREASED
Shares2,774 from 2,766
Change+8 (+0%)
Value$222.1K (-$6.5K)
Filed 2026-10-26
Asset Allocation Strategies LLC
INCREASED
Shares2,752 from 2,726
Change+26 (+1%)
Value$220.3K (-$5.0K)
Filed 2026-10-20
Security Financial Services, Inc.
INCREASED
Shares2,745 from 2,594
Change+151 (+6%)
Value$219.7K (+$5.4K)
Filed 2026-10-29
BCS Wealth Management
DECREASED
Shares2,744 from 2,792
Change-48 (-2%)
Value$219.7K (-$11.0K)
Filed 2026-11-03
Richmond Investment Services, LLC
UNCHANGED
Shares2,744 from 2,744
Change0 (0%)
Value$219.7K (-$7.1K)
Filed 2026-10-29
Skyline Advisors, Inc.
UNCHANGED
Shares2,742 from 2,742
Change0 (0%)
Value$219.5K (-$7.1K)
Filed 2026-11-03
Mraz, Amerine & Associates, Inc.
INCREASED
Shares2,740 from 2,705
Change+35 (+1%)
Value$219.4K (-$4.2K)
Filed 2026-10-30
Foundry Financial LLC
NEW
Shares2,737
Change+2,737
Value$219.1K
Filed 2026-10-16
Worth Asset Management, LLC
NEW
Shares2,733
Change+2,733
Value$218.8K
Filed 2026-10-07
Cedar Point Capital Partners, LLC
UNCHANGED
Shares2,722 from 2,722
Change0 (0%)
Value$217.9K (-$7.1K)
Filed 2026-10-29
Junk Investment Group, LLC
INCREASED
Shares2,720 from 2,711
Change+9 (+0%)
Value$217.7K (-$6.3K)
Filed 2026-10-19
Aspen Wealth Management LLC
NEW
Shares2,715
Change+2,715
Value$217.3K
Filed 2026-10-14
First Business Financial Services, Inc.
UNCHANGED
Shares2,715 from 2,715
Change0 (0%)
Value$217.3K (-$7.0K)
Filed 2026-10-29
Winthrop Advisory Group LLC
NEW
Shares2,710
Change+2,710
Value$217.0K
Filed 2026-10-22
Independent Wealth Network Inc.
DECREASED
Shares2,710 from 2,890
Change-180 (-6%)
Value$216.9K (-$22.0K)
Filed 2026-10-19
Community Bank, N.A.
UNCHANGED
Shares2,704 from 2,704
Change0 (0%)
Value$216.5K (-$7.0K)
Filed 2026-11-06
Eurizon SLJ Capital Ltd
DECREASED
Shares2,700 from 2,891
Change-191 (-7%)
Value$216.1K (-$22.8K)
Filed 2026-11-06
Hickory Point Bank & Trust
DECREASED
Shares2,700 from 2,800
Change-100 (-4%)
Value$216.1K (-$15.3K)
Filed 2026-10-01
Aries Wealth Management
UNCHANGED
Shares2,700 from 2,700
Change0 (0%)
Value$216.1K (-$7.0K)
Filed 2026-10-23
Gemmer Asset Management LLC
NEW
Shares2,695
Change+2,695
Value$215.7K
Filed 2026-10-16
MW Advisory, LLC
INCREASED
Shares2,689 from 2,464
Change+225 (+9%)
Value$215.3K (+$11.7K)
Filed 2026-10-19
Galvin, Gaustad & Stein, LLC
UNCHANGED
Shares2,681 from 2,681
Change0 (0%)
Value$214.6K (-$6.9K)
Filed 2026-10-08
Cherrydale Wealth Management, LLC
UNCHANGED
Shares2,675 from 2,675
Change0 (0%)
Value$214.2K (-$6.9K)
Filed 2026-10-20
Waller Financial Planning Group, Inc
UNCHANGED
Shares2,674 from 2,674
Change0 (0%)
Value$214.0K (-$6.9K)
Filed 2026-10-07
Rare Wolf Capital LLC
NEW
Shares2,661
Change+2,661
Value$213.0K
Filed 2026-10-20
Firethorn Wealth Partners, LLC
DECREASED
Shares2,646 from 2,692
Change-46 (-2%)
Value$211.8K (-$10.7K)
Filed 2026-10-14
IPG Investment Advisors LLC
INCREASED
Shares2,642 from 2,550
Change+92 (+4%)
Value$211.5K (+$760)
Filed 2026-10-30
Washington Capital Management, Inc
UNCHANGED
Shares2,640 from 2,640
Change0 (0%)
Value$211.3K (-$6.8K)
Filed 2026-10-19
Spring Capital Management, LLC
UNCHANGED
Shares2,638 from 2,638
Change0 (0%)
Value$211.2K (-$6.8K)
Filed 2026-10-09
Stenger Family Office, LLC
NEW
Shares2,636
Change+2,636
Value$212.8K
Filed 2026-10-22
Pacific Sage Partners, LLC
INCREASED
Shares2,634 from 2,507
Change+127 (+5%)
Value$210.9K (+$3.6K)
Filed 2026-10-21
Innova Wealth Partners
INCREASED
Shares2,634 from 2,631
Change+3 (+0%)
Value$210.8K (-$6.6K)
Filed 2026-10-21
Clear Creek Financial Management, LLC
DECREASED
Shares2,633 from 3,603
Change-970 (-27%)
Value$210.8K (-$87.0K)
Filed 2026-10-28
Acorn Creek Capital LLC
DECREASED
Shares2,633 from 2,662
Change-29 (-1%)
Value$210.8K (-$9.2K)
Filed 2026-11-05
Wealth Effects LLC
UNCHANGED
Shares2,625 from 2,625
Change0 (0%)
Value$210.1K (-$6.8K)
Filed 2026-10-23
Hoese & Co LLP
UNCHANGED
Shares2,624 from 2,624
Change0 (0%)
Value$210.0K (-$6.8K)
Filed 2026-10-21
Missouri Trust & Investment Co
DECREASED
Shares2,605 from 3,208
Change-603 (-19%)
Value$208.5K (-$68.8K)
Filed 2026-11-04
Echo45 Advisors LLC
NEW
Shares2,604
Change+2,604
Value$208.4K
Filed 2026-10-07
Macco Financial Group, Inc.
UNCHANGED
Shares2,600 from 2,600
Change0 (0%)
Value$208.1K (-$6.7K)
Filed 2026-11-05
Essential Planning, Llc.
UNCHANGED
Shares2,596 from 2,596
Change0 (0%)
Value$207.8K (-$6.7K)
Filed 2026-10-21
Integris Wealth Management, LLC
DECREASED
Shares2,570 from 2,928
Change-358 (-12%)
Value$205.7K (-$36.2K)
Filed 2026-10-14
Bath Savings Trust Co
UNCHANGED
Shares2,567 from 2,567
Change0 (0%)
Value$205.5K (-$6.6K)
Filed 2026-10-07
Affiance Financial, LLC
INCREASED
Shares2,564 from 2,550
Change+14 (+1%)
Value$205.3K (-$5.4K)
Filed 2026-10-15
Canvas Wealth Advisors, LLC
DECREASED
Shares2,562 from 2,931
Change-369 (-13%)
Value$217.3K (-$24.9K)
Filed 2026-11-02
Pennsylvania Capital Management Inc
NEW
Shares2,560
Change+2,560
Value$204.9K
Filed 2026-11-05
Mach-1 Financial Group, LLC
DECREASED
Shares2,556 from 2,811
Change-255 (-9%)
Value$204.6K (-$27.7K)
Filed 2026-11-06
Cypress Point Wealth Management, LLC
NEW
Shares2,551
Change+2,551
Value$204.2K
Filed 2026-11-03
Wespac Advisors SoCal, LLC
INCREASED
Shares2,547 from 2,517
Change+30 (+1%)
Value$203.9K (-$4.1K)
Filed 2026-10-13
Harbour Capital Advisors, LLC
UNCHANGED
Shares2,546 from 2,546
Change0 (0%)
Value$203.8K (-$18.1K)
Filed 2026-10-13
M. Kraus & Co
UNCHANGED
Shares2,539 from 2,539
Change0 (0%)
Value$203.2K (-$6.6K)
Filed 2026-10-20
Allen Mooney & Barnes Investment Advisors LLC
DECREASED
Shares2,535 from 3,553
Change-1,018 (-29%)
Value$202.9K (-$90.7K)
Filed 2026-10-08
Sovran Advisors, LLC
UNCHANGED
Shares2,530 from 2,530
Change0 (0%)
Value$214.6K (-$5.2K)
Filed 2026-11-02
Voisard Asset Management Group, Inc.
NEW
Shares2,529
Change+2,529
Value$202.4K
Filed 2026-10-13
Archer Investment Corp
INCREASED
Shares2,517 from 2,366
Change+151 (+6%)
Value$201.5K (+$5.9K)
Filed 2026-11-05
Instrumental Wealth, LLC
DECREASED
Shares2,517 from 2,612
Change-95 (-4%)
Value$201.5K (-$14.4K)
Filed 2026-10-20
CRA Financial Services, LLC
INCREASED
Shares2,504 from 2,321
Change+183 (+8%)
Value$200.4K (+$8.6K)
Filed 2026-10-16
Strategy Asset Managers LLC
INCREASED
Shares2,501 from 2,421
Change+80 (+3%)
Value$200.2K (+$134)
Filed 2026-10-14
Violich Capital Management, Inc.
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$200.1K (-$6.5K)
Filed 2026-10-05
Creative Capital Management Investments LLC
INCREASED
Shares2,385 from 2,339
Change+46 (+2%)
Value$190.9K (-$2.4K)
Filed 2026-10-28
Essential Partners LLC
DECREASED
Shares2,372 from 2,477
Change-105 (-4%)
Value$189.9K (-$14.8K)
Filed 2026-10-14
Proathlete Wealth Management LLC
INCREASED
Shares2,355 from 1,681
Change+674 (+40%)
Value$188.5K (+$49.6K)
Filed 2026-10-15
Key FInancial Inc
INCREASED
Shares2,334 from 2,325
Change+9 (+0%)
Value$186.8K (-$5.3K)
Filed 2026-11-02
Plante Moran Financial Advisors, LLC
INCREASED
Shares2,304 from 2,046
Change+258 (+13%)
Value$184.4K (+$15.4K)
Filed 2026-11-04
Rydar Equities, Inc.
NEW
Shares2,254
Change+2,254
Value$180.9K
Filed 2026-10-13
American Capital Advisory, LLC
DECREASED
Shares2,251 from 2,455
Change-204 (-8%)
Value$180.2K (-$22.7K)
Filed 2026-10-28
Gables Capital Management Inc.
UNCHANGED
Shares2,200 from 2,200
Change0 (0%)
Value$176.1K (-$5.7K)
Filed 2026-11-04
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares2,173 from 5,120
Change-2,947 (-58%)
Value$173.9K (-$249.2K)
Filed 2026-10-07
Reap Financial Group, LLC
INCREASED
Shares2,171 from 1,982
Change+189 (+10%)
Value$173.8K (+$10.0K)
Filed 2026-11-02
Abound Wealth Management
INCREASED
Shares2,097 from 2,041
Change+56 (+3%)
Value$167.9K (-$813)
Filed 2026-10-26
Essential Investment Partners LLC
INCREASED
Shares2,086 from 1,447
Change+639 (+44%)
Value$167.0K (+$47.4K)
Filed 2026-10-27
Bank & Trust Co
UNCHANGED
Shares2,037 from 2,037
Change0 (0%)
Value$163.1K (-$5.3K)
Filed 2026-10-07
Creative Financial Designs Inc
INCREASED
Shares1,996 from 1,990
Change+6 (+0%)
Value$159.8K (-$4.7K)
Filed 2026-11-04
Godsey & Gibb, Inc
NEW
Shares1,992
Change+1,992
Value$159.5K
Filed 2026-10-14
Chilton Capital Management LLC
DECREASED
Shares1,980 from 2,279
Change-299 (-13%)
Value$158.5K (-$29.8K)
Filed 2026-10-28
Elevated Capital Advisors, LLC
DECREASED
Shares1,977 from 7,592
Change-5,615 (-74%)
Value$158.2K (-$469.2K)
Filed 2026-11-04
Armstrong Advisory Group, Inc
INCREASED
Shares1,970 from 1,966
Change+4 (+0%)
Value$157.7K (-$4.7K)
Filed 2026-10-09
Planning Strategies Inc.
INCREASED
Shares1,934 from 1,912
Change+22 (+1%)
Value$154.8K (-$3.2K)
Filed 2026-10-02
Community Financial Services Group, LLC
INCREASED
Shares1,878 from 1,869
Change+9 (+0%)
Value$150.7K (-$9.9K)
Filed 2026-10-15
Independence Bank of Kentucky
INCREASED
Shares1,824 from 1,259
Change+565 (+45%)
Value$146.0K (+$42.0K)
Filed 2026-10-26
Private Wealth Management Group, LLC
UNCHANGED
Shares1,813 from 1,813
Change0 (0%)
Value$145.1K (-$4.7K)
Filed 2026-10-19
J.Safra Asset Management Corp
INCREASED
Shares1,808 from 1,807
Change+1 (+0%)
Value$144.7K (-$4.6K)
Filed 2026-11-03
Westside Investment Management, Inc.
UNCHANGED
Shares1,793 from 1,793
Change0 (0%)
Value$144.1K (-$4.1K)
Filed 2026-11-02
Bay Harbor Wealth Management, LLC
INCREASED
Shares1,762 from 1,754
Change+8 (+0%)
Value$141.0K (-$3.9K)
Filed 2026-11-03
Your Advocates Ltd., LLP
DECREASED
Shares1,717 from 2,008
Change-291 (-14%)
Value$137.5K (-$28.4K)
Filed 2026-11-03
Inspire Investing, LLC
UNCHANGED
Shares1,676 from 1,676
Change0 (0%)
Value$134.2K (-$4.3K)
Filed 2026-10-22
First United Bank & Trust
UNCHANGED
Shares1,655 from 1,655
Change0 (0%)
Value$132.5K (-$4.3K)
Filed 2026-10-22
City Holding Co
INCREASED
Shares1,653 from 1,589
Change+64 (+4%)
Value$132.3K (+$1.0K)
Filed 2026-10-19
Centerpoint Advisors, LLC
UNCHANGED
Shares1,653 from 1,653
Change0 (0%)
Value$132 (-$136.9K)
Filed 2026-11-05
First Community Trust NA
INCREASED
Shares1,650 from 814
Change+836 (+103%)
Value$132.1K (+$64.8K)
Filed 2026-10-07
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED
Shares1,600 from 1,600
Change0 (0%)
Value$128 (-$131.9K)
Filed 2026-11-02
Murphy & Mullick Capital Management Corp
INCREASED
Shares1,589 from 1,586
Change+3 (+0%)
Value$127.2K (-$3.8K)
Filed 2026-11-02
Latitude Advisors, LLC
NEW
Shares1,587
Change+1,587
Value$127.1K
Filed 2026-10-27
Clean Yield Group
UNCHANGED
Shares1,568 from 1,568
Change0 (0%)
Value$125.5K (-$4.1K)
Filed 2026-10-28
Financial Management Professionals, Inc.
DECREASED
Shares1,561 from 2,119
Change-558 (-26%)
Value$124.9K (-$50.2K)
Filed 2026-10-23
Atlantic Edge Private Wealth Management, LLC
INCREASED
Shares1,550 from 150
Change+1,400 (+933%)
Value$124.1K (+$111.7K)
Filed 2026-10-20
AXS Investments LLC
DECREASED
Shares1,530 from 1,982
Change-452 (-23%)
Value$122.5K (-$41.3K)
Filed 2026-11-04
Adirondack Trust Co
UNCHANGED
Shares1,511 from 1,511
Change0 (0%)
Value$121.0K (-$3.9K)
Filed 2026-10-14
Gen-Wealth Partners Inc
DECREASED
Shares1,492 from 2,448
Change-956 (-39%)
Value$119.5K (-$82.8K)
Filed 2026-11-04
Ascentis Wealth Management, LLC
INCREASED
Shares1,466 from 966
Change+500 (+52%)
Value$117.4K (+$37.5K)
Filed 2026-11-03
Ares Financial Consulting, LLC
INCREASED
Shares1,464 from 1,462
Change+2 (+0%)
Value$117.2K (-$3.6K)
Filed 2026-10-19
SRH Advisors, LLC
UNCHANGED
Shares1,400 from 1,400
Change0 (0%)
Value$112.1K (-$3.6K)
Filed 2026-10-22
UMB Private Wealth Management, LLC
NEW
Shares1,394
Change+1,394
Value$111.6K
Filed 2026-10-19
Bayforest Capital Ltd
INCREASED
Shares1,387 from 1,106
Change+281 (+25%)
Value$111.0K (+$19.6K)
Filed 2026-11-03
Country Trust Bank
DECREASED
Shares1,380 from 1,422
Change-42 (-3%)
Value$110.5K (-$7.0K)
Filed 2026-10-30
Ulland Investment Advisors, LLC
UNCHANGED
Shares1,370 from 1,370
Change0 (0%)
Value$110 (-$3)
Filed 2026-10-13
Tompkins Financial Corp
DECREASED
Shares1,350 from 1,420
Change-70 (-5%)
Value$108.1K (-$9.3K)
Filed 2026-10-05
Lodestone Wealth Management LLC
INCREASED
Shares1,338 from 1,332
Change+6 (+0%)
Value$107.1K (-$3.0K)
Filed 2026-10-14
Clearstead Trust, LLC
DECREASED
Shares1,332 from 1,340
Change-8 (-1%)
Value$106.6K (-$4.1K)
Filed 2026-11-06
Fortis Group Advisors, LLC
INCREASED
Shares1,331 from 1,327
Change+4 (+0%)
Value$106.5K (-$3.1K)
Filed 2026-11-06
Hilton Head Capital Partners, LLC
DECREASED
Shares1,328 from 1,352
Change-24 (-2%)
Value$106.3K (-$5.4K)
Filed 2026-10-23
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED
Shares1,320 from 1,210
Change+110 (+9%)
Value$106 (-$99.9K)
Filed 2026-10-14
Stone House Investment Management, LLC
INCREASED
Shares1,314 from 533
Change+781 (+147%)
Value$105.2K (+$61.1K)
Filed 2026-10-23
Tsfg, LLC
INCREASED
Shares1,314 from 1,313
Change+1 (+0%)
Value$105 (-$108.9K)
Filed 2026-10-23
Union Savings Bank
UNCHANGED
Shares1,293 from 1,293
Change0 (0%)
Value$103.5K (-$3.3K)
Filed 2026-10-14
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
UNCHANGED
Shares1,290 from 1,290
Change0 (0%)
Value$103.3K (-$3.3K)
Filed 2026-10-21
Signature Resources Capital Management, LLC
DECREASED
Shares1,285 from 1,286
Change-1 (0%)
Value$102.9K (-$3.4K)
Filed 2026-10-16
RMG Wealth Management LLC
INCREASED
Shares1,282 from 1,276
Change+6 (+0%)
Value$106.2K (-$7.2K)
Filed 2026-10-26
Cranbrook Wealth Management, LLC
UNCHANGED
Shares1,275 from 1,275
Change0 (0%)
Value$102.1K (-$3.3K)
Filed 2026-10-28
Highline Wealth Partners LLC
INCREASED
Shares1,262 from 991
Change+271 (+27%)
Value$101.0K (+$19.1K)
Filed 2026-10-19
American National Bank & Trust
DECREASED
Shares1,251 from 1,276
Change-25 (-2%)
Value$100.1K (-$5.3K)
Filed 2026-10-07
Wilkerson Advisory Group LLC
INCREASED
Shares1,239 from 1,205
Change+34 (+3%)
Value$99.1K (-$437)
Filed 2026-10-20
Investment Research & Advisory Group, Inc.
INCREASED
Shares1,231 from 1,230
Change+1 (+0%)
Value$105.2K (+$3.6K)
Filed 2026-10-19
Smallwood Wealth Investment Management, LLC
DECREASED
Shares1,229 from 1,234
Change-5 (0%)
Value$98.4K (-$3.6K)
Filed 2026-10-30
Manitou Investment Management Ltd.
UNCHANGED
Shares1,220 from 1,220
Change0 (0%)
Value$97.7K (-$3.2K)
Filed 2026-10-15
Bank of New Hampshire
UNCHANGED
Shares1,220 from 1,220
Change0 (0%)
Value$97.7K (-$3.2K)
Filed 2026-10-06
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED
Shares1,208 from 1,208
Change0 (0%)
Value$96.7K (-$3.1K)
Filed 2026-10-28
Towne Trust Company, N.a
UNCHANGED
Shares1,183 from 1,183
Change0 (0%)
Value$94.7K (-$3.1K)
Filed 2026-10-28
1620 Investment Advisors, Inc.
UNCHANGED
Shares1,170 from 1,170
Change0 (0%)
Value$93.7K (-$3.0K)
Filed 2026-11-04
Financial Consulate, Inc
INCREASED
Shares1,147 from 1,113
Change+34 (+3%)
Value$91.8K (-$178)
Filed 2026-10-23
West Financial Advisors, LLC
DECREASED
Shares1,142 from 1,469
Change-327 (-22%)
Value$91.4K (-$30.0K)
Filed 2026-10-22
WPG Advisers, LLC
INCREASED
Shares1,131 from 1,059
Change+72 (+7%)
Value$90.5K (+$3.0K)
Filed 2026-10-27
High Note Wealth, LLC
INCREASED
Shares1,126 from 1,008
Change+118 (+12%)
Value$90.1K (+$6.8K)
Filed 2026-10-27
Financial Freedom, LLC
NEW
Shares1,107
Change+1,107
Value$88.6K
Filed 2026-11-06
Bfsg, LLC
INCREASED
Shares1,100 from 778
Change+322 (+41%)
Value$88.0K (+$23.7K)
Filed 2026-10-30
Addison Advisors LLC
INCREASED
Shares1,095 from 1,019
Change+76 (+7%)
Value$87.7K (+$3.4K)
Filed 2026-11-06
Financial Perspectives, Inc
UNCHANGED
Shares1,082 from 1,082
Change0 (0%)
Value$86.6K (-$2.8K)
Filed 2026-11-03
Activest Wealth Management
DECREASED
Shares1,071 from 1,577
Change-506 (-32%)
Value$85.8K (-$44.6K)
Filed 2026-10-15
Nfsg Corp
INCREASED
Shares1,067 from 1,013
Change+54 (+5%)
Value$85.4K (+$1.7K)
Filed 2026-10-15
Security National Bank
INCREASED
Shares1,023 from 1,018
Change+5 (+0%)
Value$81.9K (-$2.2K)
Filed 2026-10-26
Signature Equity Partners, LLC
INCREASED
Shares992 from 793
Change+199 (+25%)
Value$79.4K (+$13.9K)
Filed 2026-10-29
Syntax Research, Inc.
DECREASED
Shares984 from 2,036
Change-1,052 (-52%)
Value$78.8K (-$89.5K)
Filed 2026-11-04
Moisand Fitzgerald Tamayo, LLC
INCREASED
Shares977 from 804
Change+173 (+22%)
Value$78.2K (+$11.8K)
Filed 2026-10-15
Investors Research Corp
UNCHANGED
Shares963 from 963
Change0 (0%)
Value$77.1K (-$2.5K)
Filed 2026-10-07
Arlington Trust Co LLC
INCREASED
Shares908 from 631
Change+277 (+44%)
Value$72.7K (+$20.5K)
Filed 2026-10-20
LAM Group, Inc.
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$72.0K (-$2.3K)
Filed 2026-10-26
Intesa Sanpaolo Wealth Management
UNCHANGED
Shares874 from 874
Change0 (0%)
Value$70.0K (-$2.3K)
Filed 2026-10-28
StrongBox Wealth, LLC
INCREASED
Shares870 from 859
Change+11 (+1%)
Value$69.6K (-$1.3K)
Filed 2026-11-02
James T. Borello RIA
INCREASED
Shares855 from 833
Change+22 (+3%)
Value$68.4K (-$396)
Filed 2026-10-16
Vision Financial Markets LLC
DECREASED
Shares839 from 890
Change-51 (-6%)
Value$67.1K (-$6.8K)
Filed 2026-10-22
New England Capital Financial Advisors LLC
UNCHANGED
Shares839 from 839
Change0 (0%)
Value$67.1K (-$2.2K)
Filed 2026-11-03
Fairscale Capital, LLC
INCREASED
Shares824 from 780
Change+44 (+6%)
Value$68.7K (+$4.3K)
Filed 2026-11-04
Quest 10 Wealth Builders, Inc.
DECREASED
Shares823 from 832
Change-9 (-1%)
Value$65.9K (-$2.9K)
Filed 2026-11-02
Joseph Group Capital Management
INCREASED
Shares819 from 593
Change+226 (+38%)
Value$65.6K (+$16.6K)
Filed 2026-11-04
Mcdonald Partners LLC
DECREASED
Shares817 from 907
Change-90 (-10%)
Value$65.4K (-$9.6K)
Filed 2026-11-03
Valued Wealth Advisors LLC
DECREASED
Shares802 from 872
Change-70 (-8%)
Value$64.2K (-$7.9K)
Filed 2026-11-05
Cdkv Holdings LLC
UNCHANGED
Shares802 from 802
Change0 (0%)
Value$64.2K (-$2.1K)
Filed 2026-10-28
Advantage Trust Co
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$64.0K (-$2.1K)
Filed 2026-10-19
Prudent Man Investment Management, Inc.
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$64.0K (-$10.5K)
Filed 2026-11-03
Birch Financial Group, LLC
NEW
Shares797
Change+797
Value$63.8K
Filed 2026-10-27
Covestor Ltd
INCREASED
Shares779 from 727
Change+52 (+7%)
Value$62 (-$59.9K)
Filed 2026-10-30
Reyes Financial Architecture, Inc.
UNCHANGED
Shares763 from 763
Change0 (0%)
Value$61.1K (-$2.0K)
Filed 2026-10-22
Monetary Solutions, Ltd
INCREASED
Shares745 from 740
Change+5 (+1%)
Value$59.6K (-$1.5K)
Filed 2026-10-22
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares726 from 726
Change0 (0%)
Value$58.1K (-$1.9K)
Filed 2026-10-30
3 Factor Indexing, LLC
UNCHANGED
Shares710 from 710
Change0 (0%)
Value$56.8K (-$1.8K)
Filed 2026-10-15
NBH Bank
UNCHANGED
Shares705 from 705
Change0 (0%)
Value$56.4K (-$1.8K)
Filed 2026-11-05
Hyposwiss Advisors SA
UNCHANGED
Shares666 from 666
Change0 (0%)
Value$53.3K (-$1.7K)
Filed 2026-10-26
Adkins Seale Capital Management LLC
UNCHANGED
Shares666 from 666
Change0 (0%)
Value$53.3K (-$1.7K)
Filed 2026-10-27
Beacon Financial Strategies Corp
UNCHANGED
Shares661 from 661
Change0 (0%)
Value$52.9K (-$1.7K)
Filed 2026-10-14
Cedar Mountain Advisors, LLC
UNCHANGED
Shares655 from 655
Change0 (0%)
Value$52.4K (-$1.7K)
Filed 2026-10-15
Woodard & Co Asset Management Group Inc
INCREASED
Shares617 from 612
Change+5 (+1%)
Value$49.4K (-$1.2K)
Filed 2026-11-03
Hughes Financial Services, LLC
DECREASED
Shares614 from 664
Change-50 (-8%)
Value$52.1K (-$2.8K)
Filed 2026-10-30
Elevation Wealth Partners, LLC
INCREASED
Shares610 from 444
Change+166 (+37%)
Value$48.8K (+$12.1K)
Filed 2026-10-07
Entrust Financial LLC
DECREASED
Shares600 from 655
Change-55 (-8%)
Value$48.0K (-$6.1K)
Filed 2026-11-04
Virginia Estate & Retirement Planning Advisors Inc.
INCREASED
Shares597 from 497
Change+100 (+20%)
Value$47.8K (+$6.7K)
Filed 2026-10-14
GoalVest Advisory LLC
INCREASED
Shares597 from 552
Change+45 (+8%)
Value$47.8K (+$2.2K)
Filed 2026-10-02
Hurley Capital, LLC
UNCHANGED
Shares582 from 582
Change0 (0%)
Value$46.6K (-$1.5K)
Filed 2026-11-05
Barrett & Company, Inc.
UNCHANGED
Shares577 from 577
Change0 (0%)
Value$46.2K (-$1.5K)
Filed 2026-10-22
Sunrise Financial Services, LLC
UNCHANGED
Shares559 from 559
Change0 (0%)
Value$44.7K (-$1.4K)
Filed 2026-10-21
St. Johns Investment Management Company, LLC
UNCHANGED
Shares553 from 553
Change0 (0%)
Value$44.3K (-$1.4K)
Filed 2026-10-30
Quaker Wealth Management, LLC
INCREASED
Shares547 from 546
Change+1 (+0%)
Value$43.8K (-$1.3K)
Filed 2026-10-22
Paladin Partners, LLC
UNCHANGED
Shares540 from 540
Change0 (0%)
Value$43.2K (-$1.4K)
Filed 2026-10-06
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED
Shares535 from 535
Change0 (0%)
Value$42.8K (-$1.4K)
Filed 2026-10-28
Beacon Investment Advisory Services, Inc.
DECREASED
Shares526 from 1,078
Change-552 (-51%)
Value$42.1K (-$47.0K)
Filed 2026-10-13
Bradley & Co. Private Wealth Management, LLC
UNCHANGED
Shares521 from 521
Change0 (0%)
Value$41.7K (-$1.3K)
Filed 2026-10-23
Putney Financial Group LLC
NEW
Shares500
Change+500
Value$40.0K
Filed 2026-10-30
LFA - Lugano Financial Advisors SA
DECREASED
Shares500 from 635
Change-135 (-21%)
Value$40.0K (-$12.5K)
Filed 2026-11-03
Summit Securities Group LLC
DECREASED
Shares498 from 909
Change-411 (-45%)
Value$39.9K (-$35.3K)
Filed 2026-11-05
Evolution Wealth Management Inc.
INCREASED
Shares495 from 224
Change+271 (+121%)
Value$39.6K (+$21.1K)
Filed 2026-10-28
PFS Partners, LLC
UNCHANGED
Shares486 from 486
Change0 (0%)
Value$38.9K (-$1.3K)
Filed 2026-10-21
Kelleher Financial Advisors
DECREASED
Shares480 from 924
Change-444 (-48%)
Value$38.4K (-$37.9K)
Filed 2026-10-30
Tobam
INCREASED
Shares478 from 240
Change+238 (+99%)
Value$38 (-$20.0K)
Filed 2026-11-03
Clark Wealth Partners
INCREASED
Shares478 from 322
Change+156 (+48%)
Value$38.3K (+$11.7K)
Filed 2026-10-19
Horizon Financial Services, LLC
DECREASED
Shares478 from 547
Change-69 (-13%)
Value$38.3K (-$6.9K)
Filed 2026-11-04
SBK Financial, Inc.
UNCHANGED
Shares471 from 471
Change0 (0%)
Value$37.7K (-$1.2K)
Filed 2026-11-02
Align Financial, LLC
INCREASED
Shares464 from 440
Change+24 (+5%)
Value$37.1K (+$781)
Filed 2026-10-16
Lloyd Advisory Services, Llc.
DECREASED
Shares456 from 468
Change-12 (-3%)
Value$36.5K (-$2.1K)
Filed 2026-11-02
MidAtlantic Capital Management, Inc.
NEW
Shares452
Change+452
Value$36.2K
Filed 2026-11-05
Retirement Wealth Solutions LLC
INCREASED
Shares445 from 243
Change+202 (+83%)
Value$35.6K (+$15.5K)
Filed 2026-10-07
Valley Wealth Managers, Inc.
UNCHANGED
Shares426 from 426
Change0 (0%)
Value$34.1K (-$1.1K)
Filed 2026-10-09
MB, Levis & Associates, LLC
UNCHANGED
Shares419 from 419
Change0 (0%)
Value$33.5K (-$1.1K)
Filed 2026-10-16
Bare Financial Services, Inc
INCREASED
Shares411 from 331
Change+80 (+24%)
Value$32.9K (+$5.5K)
Filed 2026-11-04
Mascoma Wealth Management LLC
DECREASED
Shares411 from 417
Change-6 (-1%)
Value$32.9K (-$1.6K)
Filed 2026-10-23
One River Asset Management, LLC
DECREASED
Shares410 from 1,077
Change-667 (-62%)
Value$32.8K (-$56.2K)
Filed 2026-10-21
Aventus Investment Advisors, Inc.
UNCHANGED
Shares410 from 410
Change0 (0%)
Value$32.8K (-$1.1K)
Filed 2026-10-09
Alpine Bank Wealth Management
UNCHANGED
Shares405 from 405
Change0 (0%)
Value$32.4K (-$1.0K)
Filed 2026-10-16
Pathway Financial Advisers, LLC
NEW
Shares403
Change+403
Value$32.2K
Filed 2026-10-27
Costello Asset Management, Inc
UNCHANGED
Shares398 from 398
Change0 (0%)
Value$31.9K (-$1.0K)
Filed 2026-10-30
CGC Financial Services, LLC
UNCHANGED
Shares396 from 396
Change0 (0%)
Value$31.7K (-$1.0K)
Filed 2026-10-13
Phillip James Consulting Co.
UNCHANGED
Shares357 from 357
Change0 (0%)
Value$28.6K (-$924)
Filed 2026-11-03
Redwood Park Advisors LLC
INCREASED
Shares350 from 348
Change+2 (+1%)
Value$28.0K (-$761)
Filed 2026-11-02
Next Level Wealth Planning, LLC
NEW
Shares341
Change+341
Value$27.3K
Filed 2026-10-29
Main Street Group, LTD
UNCHANGED
Shares320 from 320
Change0 (0%)
Value$25.6K (-$829)
Filed 2026-10-28
Nemes Rush Group LLC
DECREASED
Shares316 from 365
Change-49 (-13%)
Value$25.3K (-$4.9K)
Filed 2026-11-04
Access Investment Management LLC
UNCHANGED
Shares316 from 316
Change0 (0%)
Value$25.3K (-$819)
Filed 2026-10-23
Coston, McIsaac & Partners
INCREASED
Shares296 from 263
Change+33 (+13%)
Value$23.8K (+$23.8K)
Filed 2026-11-06
Burk Holdings LLC
INCREASED
Shares291 from 161
Change+130 (+81%)
Value$23.3K (+$10.0K)
Filed 2026-11-05
Pension & Wealth Management Advisors, Inc.
DECREASED
Shares281 from 516
Change-235 (-46%)
Value$22.6K (-$20.1K)
Filed 2026-10-16
Rothwell Investment Advisors, LLC
NEW
Shares266
Change+266
Value$21.3K
Filed 2026-11-06
KFG LLC
NEW
Shares266
Change+266
Value$21.3K
Filed 2026-11-02
Tounjian Advisory Partners, LLC
INCREASED
Shares250 from 245
Change+5 (+2%)
Value$20.0K (-$232)
Filed 2026-11-04
DecisionPoint Financial, LLC
INCREASED
Shares241 from 42
Change+199 (+474%)
Value$19.3K (+$15.7K)
Filed 2026-10-27
IMG Wealth Management, Inc.
INCREASED
Shares239 from 222
Change+17 (+8%)
Value$19.1K (+$786)
Filed 2026-10-27
GGM Financial LLC
INCREASED
Shares236 from 235
Change+1 (+0%)
Value$18.9K (-$499)
Filed 2026-11-05
Toth Financial Advisory Corp
INCREASED
Shares233 from 28
Change+205 (+732%)
Value$18.7K (+$16.3K)
Filed 2026-10-08
Holos Integrated Wealth LLC
UNCHANGED
Shares232 from 232
Change0 (0%)
Value$19.0K (-$1.2K)
Filed 2026-10-23
Kozak & Associates, Inc.
INCREASED
Shares231 from 230
Change+1 (+0%)
Value$19.3K (-$412)
Filed 2026-10-29
Rakuten Securities, Inc.
INCREASED
Shares222 from 119
Change+103 (+87%)
Value$17.8K (+$7.9K)
Filed 2026-11-02
Marquette Asset Management, LLC
DECREASED
Shares220 from 277
Change-57 (-21%)
Value$17.6K (-$5.3K)
Filed 2026-10-09
Whipplewood Advisors, LLC
DECREASED
Shares200 from 281
Change-81 (-29%)
Value$16.0K (-$7.2K)
Filed 2026-10-20
Breakwater Investment Management
INCREASED
Shares196 from 172
Change+24 (+14%)
Value$15.7K (+$1.5K)
Filed 2026-10-20
Downshift Financial, LLC
UNCHANGED
Shares188 from 188
Change0 (0%)
Value$15.0K (-$487)
Filed 2026-10-13
Vaquero Private Wealth, LTD
UNCHANGED
Shares183 from 183
Change0 (0%)
Value$14.6K (-$474)
Filed 2026-10-27
Gleason Group, Inc.
UNCHANGED
Shares173 from 173
Change0 (0%)
Value$13.8K (-$448)
Filed 2026-10-15
Wolff Wiese Magana LLC
UNCHANGED
Shares160 from 160
Change0 (0%)
Value$12.8K (-$415)
Filed 2026-10-15
William Mack & Associates, Inc.
NEW
Shares157
Change+157
Value$12.6K
Filed 2026-10-27
Newton One Investments LLC
DECREASED
Shares156 from 315
Change-159 (-50%)
Value$12.5K (-$13.5K)
Filed 2026-10-14
Key Capital Management, Inc
INCREASED
Shares132 from 98
Change+34 (+35%)
Value$10.6K (+$2.5K)
Filed 2026-11-03
Navigoe, LLC
INCREASED
Shares129 from 29
Change+100 (+345%)
Value$10 (+$8)
Filed 2026-11-04
Morton Brown Family Wealth, LLC
UNCHANGED
Shares126 from 126
Change0 (0%)
Value$10.1K (-$327)
Filed 2026-10-23
IFS Advisors, LLC
UNCHANGED
Shares118 from 118
Change0 (0%)
Value$9.4K (-$306)
Filed 2026-10-14
Three Bridge Wealth Advisors, LLC
NEW
Shares116
Change+116
Value$9.3K
Filed 2026-11-05
Meriwether Wealth & Planning, LLC
NEW
Shares115
Change+115
Value$9.2K
Filed 2026-10-13
Carolina Wealth Advisors, LLC
UNCHANGED
Shares113 from 113
Change0 (0%)
Value$9.0K (-$292)
Filed 2026-10-23
TFC Financial Management, Inc.
UNCHANGED
Shares113 from 113
Change0 (0%)
Value$9.0K (-$293)
Filed 2026-10-26
Dhjj Financial Advisors, Ltd.
INCREASED
Shares109 from 106
Change+3 (+3%)
Value$8.8K (+$22)
Filed 2026-10-23
Granite FO LLC
UNCHANGED
Shares108 from 108
Change0 (0%)
Value$8.6K (-$280)
Filed 2026-10-14
WestEnd Advisors, LLC
UNCHANGED
Shares107 from 107
Change0 (0%)
Value$8.6K (-$277)
Filed 2026-10-27
Aspect Partners, LLC
DECREASED
Shares104 from 169
Change-65 (-38%)
Value$8.3K (-$5.6K)
Filed 2026-10-20
Yankcom Partnership
UNCHANGED
Shares103 from 103
Change0 (0%)
Value$8.2K (-$267)
Filed 2026-10-15
Networth Advisors, LLC
INCREASED
Shares101 from 100
Change+1 (+1%)
Value$8.1K (-$213)
Filed 2026-11-03
Eukles Asset Management
UNCHANGED
Shares101 from 101
Change0 (0%)
Value$8.1K (-$262)
Filed 2026-11-04
Clayton Financial Group LLC
NEW
Shares100
Change+100
Value$8.0K
Filed 2026-10-13
GS Investments, Inc.
DECREASED
Shares100 from 400
Change-300 (-75%)
Value$8.0K (-$25.1K)
Filed 2026-11-05
Davis Capital Management
DECREASED
Shares87 from 203
Change-116 (-57%)
Value$7.0K (-$9.8K)
Filed 2026-10-08
Kingdom Financial Group Llc.
DECREASED
Shares85 from 215
Change-130 (-60%)
Value$6.8K (-$11.0K)
Filed 2026-11-04
Trifecta Capital Advisors, LLC
UNCHANGED
Shares77 from 77
Change0 (0%)
Value$6.2K (-$200)
Filed 2026-10-21
Sfam, LLC
UNCHANGED
Shares76 from 76
Change0 (0%)
Value$6.1K (-$185)
Filed 2026-11-03
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares76 from 76
Change0 (0%)
Value$6.1K (-$173)
Filed 2026-10-26
Torren Management, LLC
UNCHANGED
Shares66 from 66
Change0 (0%)
Value$5.3K (-$167)
Filed 2026-10-29
PayPay Securities Corp
DECREASED
Shares59 from 60
Change-1 (-2%)
Value$4.7K (-$235)
Filed 2026-10-27
Dynamic Wealth Strategies, LLC
UNCHANGED
Shares56 from 56
Change0 (0%)
Value$4.5K (-$145)
Filed 2026-10-16
Maseco LLP
NEW
Shares55
Change+55
Value$4.4K
Filed 2026-10-27
Olistico Wealth, LLC
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$4.4K (-$142)
Filed 2026-10-05
Transce3nd, LLC
DECREASED
Shares54 from 104
Change-50 (-48%)
Value$4.5K (-$4.6K)
Filed 2026-10-26
Decker Retirement Planning Inc.
DECREASED
Shares51 from 128
Change-77 (-60%)
Value$4.1K (-$6.5K)
Filed 2026-10-19
CKW Financial Group
DECREASED
Shares39 from 81
Change-42 (-52%)
Value$3 (-$4)
Filed 2026-10-29
Friedenthal Financial
UNCHANGED
Shares34 from 34
Change0 (0%)
Value$2.7K (-$72)
Filed 2026-10-27
Contravisory Investment Management, Inc.
DECREASED
Shares28 from 12,324
Change-12,296 (-100%)
Value$2.2K (-$1.0M)
Filed 2026-10-13
Livelsberger Financial Advisory
NEW
Shares24
Change+24
Value$1.9K
Filed 2026-10-28
POM Investment Strategies, LLC
DECREASED
Shares22 from 41
Change-19 (-46%)
Value$1.8K (-$1.6K)
Filed 2026-10-20
Canton Hathaway, LLC
NEW
Shares20
Change+20
Value$1.6K
Filed 2026-10-23
Mainstream Capital Management LLC
NEW
Shares17
Change+17
Value$1.4K
Filed 2026-10-23
NorthAvenue LLC
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$1.3K (-$42)
Filed 2026-10-29
Fairway Wealth LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$1.2K (-$32)
Filed 2026-10-30
North Point Portfolio Managers Corp
NEW
Shares14
Change+14
Value$1.1K
Filed 2026-10-07
Kings Path Partners LLC
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$1.1K (-$36)
Filed 2026-10-21
Maryland Capital Advisors Inc.
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$561 (-$18)
Filed 2026-10-15
Sarver Vrooman Wealth Advisors
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$400 (-$29)
Filed 2026-10-01
McCarley & Cook Financial Planners
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$320 (-$11)
Filed 2026-10-21
Bullock Wealth Management Group
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$260 (-$17)
Filed 2026-10-09
Noble Wealth Management PBC
DECREASED
Shares1 from 22
Change-21 (-95%)
Value$80 (-$1.7K)
Filed 2026-10-01
Imc-Chicago, LLC
CLOSED
Shares0 from 355,735
Change-355,735 (-100%)
Value$0 (-$29.4M)
Filed 2026-11-05
iA Global Asset Management Inc.
CLOSED
Shares0 from 68,692
Change-68,692 (-100%)
Value$0 (-$5.7M)
Filed 2026-10-29
Synergy Asset Management, LLC
CLOSED
Shares0 from 66,211
Change-66,211 (-100%)
Value$0 (-$5.5M)
Filed 2026-11-05
Jefferies Financial Group Inc.
CLOSED
Shares0 from 60,076
Change-60,076 (-100%)
Value$0 (-$5.0M)
Filed 2026-11-05
Davis-Rea Ltd.
CLOSED
Shares0 from 60,000
Change-60,000 (-100%)
Value$0 (-$5.0M)
Filed 2026-10-13
Capricorn Fund Managers Ltd
CLOSED
Shares0 from 48,900
Change-48,900 (-100%)
Value$0 (-$4.0M)
Filed 2026-11-03
ABC Arbitrage SA
CLOSED
Shares0 from 29,743
Change-29,743 (-100%)
Value$0 (-$2.5M)
Filed 2026-10-23
Vestor Capital, LLC
CLOSED
Shares0 from 27,981
Change-27,981 (-100%)
Value$0 (-$3.2K)
Filed 2026-11-04
Financiere des Professionnels - Fonds d'investissement inc.
CLOSED
Shares0 from 26,857
Change-26,857 (-100%)
Value$0 (-$2.2M)
Filed 2026-11-03
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 22,998
Change-22,998 (-100%)
Value$0 (-$1.9M)
Filed 2026-10-27
Park Edge Advisors, LLC
CLOSED
Shares0 from 18,408
Change-18,408 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-28
Lecap Asset Management LTD
CLOSED
Shares0 from 10,137
Change-10,137 (-100%)
Value$0 (-$837.7K)
Filed 2026-10-27
Lane Brothers & Co Inc
CLOSED
Shares0 from 9,892
Change-9,892 (-100%)
Value$0 (-$817.5K)
Filed 2026-11-02
Check Capital Management Inc
CLOSED
Shares0 from 8,966
Change-8,966 (-100%)
Value$0 (-$741.0K)
Filed 2026-11-05
One Wealth Capital Management, LLC
CLOSED
Shares0 from 8,860
Change-8,860 (-100%)
Value$0 (-$732.2K)
Filed 2026-10-23
KPP Advisory Services LLC
CLOSED
Shares0 from 8,096
Change-8,096 (-100%)
Value$0 (-$669.1K)
Filed 2026-10-26
R Squared Ltd
CLOSED
Shares0 from 7,230
Change-7,230 (-100%)
Value$0 (-$597.5K)
Filed 2026-11-06
Arbor Investment Advisors, LLC
CLOSED
Shares0 from 6,094
Change-6,094 (-100%)
Value$0 (-$503.6K)
Filed 2026-10-26
Hikari Power Ltd
CLOSED
Shares0 from 5,500
Change-5,500 (-100%)
Value$0 (-$455.0K)
Filed 2026-10-30
MMA Asset Management LLC
CLOSED
Shares0 from 4,902
Change-4,902 (-100%)
Value$0 (-$405.1K)
Filed 2026-11-02
Laurion Capital Management LP
CLOSED
Shares0 from 4,841
Change-4,841 (-100%)
Value$0 (-$400.1K)
Filed 2026-10-30
Brady Family Wealth, LLC
CLOSED
Shares0 from 4,153
Change-4,153 (-100%)
Value$0 (-$343.2K)
Filed 2026-11-02
Johnson Financial Group, LLC
CLOSED
Shares0 from 3,229
Change-3,229 (-100%)
Value$0 (-$266.8K)
Filed 2026-11-03
Finer Wealth Management, Inc.
CLOSED
Shares0 from 3,187
Change-3,187 (-100%)
Value$0 (-$263.4K)
Filed 2026-10-16
Central Valley Advisors, LLC
CLOSED
Shares0 from 3,107
Change-3,107 (-100%)
Value$0 (-$256.7K)
Filed 2026-10-27
Paragon Private Wealth Management, LLC
CLOSED
Shares0 from 3,062
Change-3,062 (-100%)
Value$0 (-$253.1K)
Filed 2026-10-20
MKT Advisors LLC
CLOSED
Shares0 from 2,979
Change-2,979 (-100%)
Value$0 (-$259.8K)
Filed 2026-10-20
Davis Investment Partners, LLC
CLOSED
Shares0 from 2,937
Change-2,937 (-100%)
Value$0 (-$242.7K)
Filed 2026-11-05
Veratis Advisors, Inc.
CLOSED
Shares0 from 2,828
Change-2,828 (-100%)
Value$0 (-$229.4K)
Filed 2026-11-03
Spinnaker Investment Group, LLC
CLOSED
Shares0 from 2,778
Change-2,778 (-100%)
Value$0 (-$229.6K)
Filed 2026-10-13
JB Capital LLC
CLOSED
Shares0 from 2,689
Change-2,689 (-100%)
Value$0 (-$222.2K)
Filed 2026-10-19
Wespac Advisors, LLC
CLOSED
Shares0 from 2,685
Change-2,685 (-100%)
Value$0 (-$221.9K)
Filed 2026-10-26
Oregon Pacific Wealth Management, LLC
CLOSED
Shares0 from 2,682
Change-2,682 (-100%)
Value$0 (-$221.6K)
Filed 2026-10-20
Livet Wealth, LLC
CLOSED
Shares0 from 2,636
Change-2,636 (-100%)
Value$0 (-$217.8K)
Filed 2026-10-27
Brown Miller Wealth Management, LLC
CLOSED
Shares0 from 2,600
Change-2,600 (-100%)
Value$0 (-$214.9K)
Filed 2026-11-02
Global Financial Private Client, LLC
CLOSED
Shares0 from 2,537
Change-2,537 (-100%)
Value$0 (-$209.7K)
Filed 2026-10-15
Ayrshire Capital Management LLC
CLOSED
Shares0 from 2,500
Change-2,500 (-100%)
Value$0 (-$206.6K)
Filed 2026-10-20
Eagle Strategies LLC
CLOSED
Shares0 from 2,466
Change-2,466 (-100%)
Value$0 (-$203.8K)
Filed 2026-10-16
Legacy Trust
CLOSED
Shares0 from 2,462
Change-2,462 (-100%)
Value$0 (-$203.5K)
Filed 2026-11-06
TopTier Wealth Management, LLC
CLOSED
Shares0 from 2,437
Change-2,437 (-100%)
Value$0 (-$201.4K)
Filed 2026-10-16
Montz Harcus Wealth Management LLC
CLOSED
Shares0 from 2,436
Change-2,436 (-100%)
Value$0 (-$201.3K)
Filed 2026-10-09
Colton Groome Financial Advisors, LLC
CLOSED
Shares0 from 2,427
Change-2,427 (-100%)
Value$0 (-$200.6K)
Filed 2026-10-06
Sculati Wealth Management, LLC
CLOSED
Shares0 from 2,400
Change-2,400 (-100%)
Value$0 (-$210.0K)
Filed 2026-10-19
Wellington Shields & Co., LLC
CLOSED
Shares0 from 2,138
Change-2,138 (-100%)
Value$0 (-$176.7K)
Filed 2026-11-03
Sherman Asset Management, Inc.
CLOSED
Shares0 from 1,729
Change-1,729 (-100%)
Value$0 (-$142.9K)
Filed 2026-11-05
Cornerstone Planning Group LLC
CLOSED
Shares0 from 1,696
Change-1,696 (-100%)
Value$0 (-$146.6K)
Filed 2026-10-16
Gill Capital Partners, LLC
CLOSED
Shares0 from 1,521
Change-1,521 (-100%)
Value$0 (-$125.7K)
Filed 2026-10-13
Obsidian CIO, LLC
CLOSED
Shares0 from 1,342
Change-1,342 (-100%)
Value$0 (-$110.9K)
Filed 2026-11-05
Wellington Grp LLC
CLOSED
Shares0 from 1,193
Change-1,193 (-100%)
Value$0 (-$95.0K)
Filed 2026-11-06
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 849
Change-849 (-100%)
Value$0 (-$70.2K)
Filed 2026-10-14
Founders Capital Management
CLOSED
Shares0 from 813
Change-813 (-100%)
Value$0 (-$67.2K)
Filed 2026-10-13
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 600
Change-600 (-100%)
Value$0 (-$49.6K)
Filed 2026-11-03
BankPlus Trust Department
CLOSED
Shares0 from 549
Change-549 (-100%)
Value$0 (-$45.4K)
Filed 2026-11-06
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 429
Change-429 (-100%)
Value$0 (-$35.5K)
Filed 2026-10-26
FNY Investment Advisers, LLC
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$16)
Filed 2026-10-16
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$16.5K)
Filed 2026-10-29
Brooklyn FI, LLC
CLOSED
Shares0 from 168
Change-168 (-100%)
Value$0 (-$14.5K)
Filed 2026-11-05
United Financial Planning Group LLC
CLOSED
Shares0 from 110
Change-110 (-100%)
Value$0 (-$9.1K)
Filed 2026-11-04
Strengthening Families & Communities, LLC
CLOSED
Shares0 from 45
Change-45 (-100%)
Value$0 (-$3.7K)
Filed 2026-10-21
Halbert Hargrove Global Advisors, LLC
CLOSED
Shares0 from 37
Change-37 (-100%)
Value$0 (-$3.0K)
Filed 2026-10-16
Atlatl Advisers LLC
CLOSED
Shares0 from 27
Change-27 (-100%)
Value$0 (-$2.2K)
Filed 2026-10-22
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$526.6K (+$137.8K)
Filed 2026-10-29
BlackRock, Inc.
N/A
Shares— from 250,601,039
Change-250,601,039 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 199,899,163
Change-199,899,163 (-100%)
Value—
FMR LLC
N/A
Shares— from 152,555,290
Change-152,555,290 (-100%)
Value—
State Street Corp
N/A
Shares— from 135,987,935
Change-135,987,935 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 114,238,700
Change-114,238,700 (-100%)
Value—
Capital Research Global Investors
N/A
Shares— from 76,395,745
Change-76,395,745 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 62,029,564
Change-62,029,564 (-100%)
Value—
Norges Bank
N/A
Shares— from 55,487,578
Change-55,487,578 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 53,356,165
Change-53,356,165 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 40,883,892
Change-40,883,892 (-100%)
Value—
State Farm Mutual Automobile Insurance Co
N/A
Shares— from 39,758,338
Change-39,758,338 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 39,422,141
Change-39,422,141 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 34,318,308
Change-34,318,308 (-100%)
Value—
Dodge & COX
N/A
Shares— from 31,328,076
Change-31,328,076 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 30,457,158
Change-30,457,158 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 22,621,692
Change-22,621,692 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 21,835,452
Change-21,835,452 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 21,516,479
Change-21,516,479 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 20,931,340
Change-20,931,340 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 19,795,267
Change-19,795,267 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 19,540,021
Change-19,540,021 (-100%)
Value—
Capital International Investors
N/A
Shares— from 18,157,561
Change-18,157,561 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 17,183,069
Change-17,183,069 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 15,337,978
Change-15,337,978 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 13,262,862
Change-13,262,862 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 12,949,781
Change-12,949,781 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 11,911,512
Change-11,911,512 (-100%)
Value—
UBS Group AG
N/A
Shares— from 10,975,364
Change-10,975,364 (-100%)
Value—
Boston Partners
N/A
Shares— from 10,928,653
Change-10,928,653 (-100%)
Value—
Harris Associates L P
N/A
Shares— from 10,892,476
Change-10,892,476 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 10,749,836
Change-10,749,836 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 10,669,250
Change-10,669,250 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 10,423,007
Change-10,423,007 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 10,359,027
Change-10,359,027 (-100%)
Value—
Aristotle Capital Management, LLC
N/A
Shares— from 9,853,089
Change-9,853,089 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 8,575,688
Change-8,575,688 (-100%)
Value—
Davis Selected Advisers
N/A
Shares— from 8,008,728
Change-8,008,728 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 7,903,083
Change-7,903,083 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 7,633,928
Change-7,633,928 (-100%)
Value—
Capital World Investors
N/A
Shares— from 7,518,425
Change-7,518,425 (-100%)
Value—
National Pension Service
N/A
Shares— from 7,327,199
Change-7,327,199 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 7,266,171
Change-7,266,171 (-100%)
Value—
Hotchkis & Wiley Capital Management LLC
N/A
Shares— from 7,118,512
Change-7,118,512 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 7,032,631
Change-7,032,631 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 6,792,326
Change-6,792,326 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 6,738,530
Change-6,738,530 (-100%)
Value—
Primecap Management Co
N/A
Shares— from 6,712,022
Change-6,712,022 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 6,354,354
Change-6,354,354 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 6,329,708
Change-6,329,708 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 6,155,916
Change-6,155,916 (-100%)
Value—
Nordea Investment Management AB
N/A
Shares— from 6,112,176
Change-6,112,176 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 5,810,290
Change-5,810,290 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 5,168,247
Change-5,168,247 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 4,748,679
Change-4,748,679 (-100%)
Value—
FIL Ltd
N/A
Shares— from 4,747,241
Change-4,747,241 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 4,652,505
Change-4,652,505 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 4,604,561
Change-4,604,561 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 4,483,999
Change-4,483,999 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 4,407,725
Change-4,407,725 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 4,364,525
Change-4,364,525 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 4,142,748
Change-4,142,748 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 3,809,334
Change-3,809,334 (-100%)
Value—
Barrow Hanley Mewhinney & Strauss LLC
N/A
Shares— from 3,807,764
Change-3,807,764 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 3,721,536
Change-3,721,536 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 3,596,968
Change-3,596,968 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 3,233,185
Change-3,233,185 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 3,214,004
Change-3,214,004 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 3,198,879
Change-3,198,879 (-100%)
Value—
Lord, Abbett & Co. LLC
N/A
Shares— from 3,010,310
Change-3,010,310 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 2,987,358
Change-2,987,358 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,908,065
Change-2,908,065 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 2,887,024
Change-2,887,024 (-100%)
Value—
Capitolis Liquid Global Markets LLC
N/A
Shares— from 2,803,830
Change-2,803,830 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 2,729,296
Change-2,729,296 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 2,716,978
Change-2,716,978 (-100%)
Value—
Holocene Advisors, LP
N/A
Shares— from 2,663,586
Change-2,663,586 (-100%)
Value—
Aviva PLC
N/A
Shares— from 2,662,190
Change-2,662,190 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 2,658,363
Change-2,658,363 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 2,642,793
Change-2,642,793 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 2,620,847
Change-2,620,847 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 2,571,687
Change-2,571,687 (-100%)
Value—
APG Asset Management N.V.
N/A
Shares— from 2,472,339
Change-2,472,339 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 2,456,685
Change-2,456,685 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 2,428,798
Change-2,428,798 (-100%)
Value—
Brandes Investment Partners, LP
N/A
Shares— from 2,290,534
Change-2,290,534 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 2,088,775
Change-2,088,775 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 2,031,845
Change-2,031,845 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 1,993,393
Change-1,993,393 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 1,915,774
Change-1,915,774 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 1,881,791
Change-1,881,791 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 1,855,506
Change-1,855,506 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 1,824,417
Change-1,824,417 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 1,783,035
Change-1,783,035 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 1,764,670
Change-1,764,670 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 1,726,284
Change-1,726,284 (-100%)
Value—
Danske Bank A/S
N/A
Shares— from 1,699,994
Change-1,699,994 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 1,698,256
Change-1,698,256 (-100%)
Value—
Storebrand Asset Management AS
N/A
Shares— from 1,684,753
Change-1,684,753 (-100%)
Value—
Rwwm, Inc.
N/A
Shares— from 1,680,197
Change-1,680,197 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 1,634,786
Change-1,634,786 (-100%)
Value—
Altshuler Shaham Ltd
N/A
Shares— from 1,630,000
Change-1,630,000 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 1,605,780
Change-1,605,780 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 1,502,670
Change-1,502,670 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 1,485,960
Change-1,485,960 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 1,467,990
Change-1,467,990 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 1,467,562
Change-1,467,562 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 1,421,962
Change-1,421,962 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 1,414,022
Change-1,414,022 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 1,411,099
Change-1,411,099 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 1,407,308
Change-1,407,308 (-100%)
Value—
Latash Investments, LLC
N/A
Shares— from 1,386,695
Change-1,386,695 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 1,378,752
Change-1,378,752 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 1,369,675
Change-1,369,675 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 1,357,939
Change-1,357,939 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 1,316,322
Change-1,316,322 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 1,311,131
Change-1,311,131 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 1,308,124
Change-1,308,124 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 1,304,887
Change-1,304,887 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 1,299,399
Change-1,299,399 (-100%)
Value—
Prana Capital Management, LP
N/A
Shares— from 1,296,335
Change-1,296,335 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 1,260,847
Change-1,260,847 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 1,224,833
Change-1,224,833 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 1,210,017
Change-1,210,017 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 1,155,885
Change-1,155,885 (-100%)
Value—
Handelsbanken Fonder AB
N/A
Shares— from 1,152,317
Change-1,152,317 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 1,145,854
Change-1,145,854 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 1,145,333
Change-1,145,333 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 1,110,048
Change-1,110,048 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 1,092,369
Change-1,092,369 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 1,089,723
Change-1,089,723 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 1,067,096
Change-1,067,096 (-100%)
Value—
Tredje Ap-fonden
N/A
Shares— from 1,066,632
Change-1,066,632 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,040,585
Change-1,040,585 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 1,037,525
Change-1,037,525 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 1,037,503
Change-1,037,503 (-100%)
Value—
Lansforsakringar Fondforvaltning AB (publ)
N/A
Shares— from 1,019,272
Change-1,019,272 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 1,012,417
Change-1,012,417 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 973,354
Change-973,354 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 954,955
Change-954,955 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 940,283
Change-940,283 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 903,376
Change-903,376 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 901,915
Change-901,915 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 891,448
Change-891,448 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 881,847
Change-881,847 (-100%)
Value—
Summitry LLC
N/A
Shares— from 873,433
Change-873,433 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 872,186
Change-872,186 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 868,013
Change-868,013 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 865,425
Change-865,425 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 844,911
Change-844,911 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 833,739
Change-833,739 (-100%)
Value—
Regal Partners Ltd
N/A
Shares— from 831,402
Change-831,402 (-100%)
Value—
First Pacific Advisors, LP
N/A
Shares— from 784,923
Change-784,923 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 777,069
Change-777,069 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 773,121
Change-773,121 (-100%)
Value—
Vinva Investment Management Ltd
N/A
Shares— from 770,560
Change-770,560 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 761,010
Change-761,010 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 753,595
Change-753,595 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 722,249
Change-722,249 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 720,549
Change-720,549 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 700,156
Change-700,156 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 694,227
Change-694,227 (-100%)
Value—
River Road Asset Management, LLC
N/A
Shares— from 693,210
Change-693,210 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 691,898
Change-691,898 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 691,880
Change-691,880 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 668,160
Change-668,160 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 660,331
Change-660,331 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 655,304
Change-655,304 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 630,111
Change-630,111 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 629,686
Change-629,686 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 628,086
Change-628,086 (-100%)
Value—
Schwerin Boyle Capital Management Inc
N/A
Shares— from 615,291
Change-615,291 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 591,357
Change-591,357 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 583,082
Change-583,082 (-100%)
Value—
Basswood Capital Management, L.L.C.
N/A
Shares— from 555,428
Change-555,428 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 555,363
Change-555,363 (-100%)
Value—
Zurich Insurance Group Ltd
N/A
Shares— from 552,535
Change-552,535 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 547,887
Change-547,887 (-100%)
Value—
Varma Mutual Pension Insurance Co
N/A
Shares— from 541,059
Change-541,059 (-100%)
Value—
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
N/A
Shares— from 534,315
Change-534,315 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 518,330
Change-518,330 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 492,635
Change-492,635 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 490,589
Change-490,589 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 490,085
Change-490,085 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 481,098
Change-481,098 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 473,057
Change-473,057 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 465,116
Change-465,116 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 460,060
Change-460,060 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 459,528
Change-459,528 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 455,863
Change-455,863 (-100%)
Value—
Crake Asset Management LLP
N/A
Shares— from 453,796
Change-453,796 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 448,401
Change-448,401 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 436,006
Change-436,006 (-100%)
Value—
Mount Capital Ltd
N/A
Shares— from 431,246
Change-431,246 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 430,811
Change-430,811 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 420,371
Change-420,371 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 420,313
Change-420,313 (-100%)
Value—
Commerce Bank
N/A
Shares— from 418,069
Change-418,069 (-100%)
Value—
Blair William & Co
N/A
Shares— from 417,307
Change-417,307 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 412,166
Change-412,166 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 411,770
Change-411,770 (-100%)
Value—
Leith Wheeler Investment Counsel Ltd.
N/A
Shares— from 409,248
Change-409,248 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 409,004
Change-409,004 (-100%)
Value—
Callodine Capital Management, LP
N/A
Shares— from 408,270
Change-408,270 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 407,917
Change-407,917 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 403,045
Change-403,045 (-100%)
Value—
Blue Sparrow, LLC
N/A
Shares— from 400,000
Change-400,000 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 395,099
Change-395,099 (-100%)
Value—
AustralianSuper Pty Ltd
N/A
Shares— from 394,811
Change-394,811 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 393,765
Change-393,765 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 393,034
Change-393,034 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 387,207
Change-387,207 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 381,582
Change-381,582 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 381,304
Change-381,304 (-100%)
Value—
Capital International, Inc.
N/A
Shares— from 379,206
Change-379,206 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 368,069
Change-368,069 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 364,317
Change-364,317 (-100%)
Value—
Harvest Portfolios Group Inc.
N/A
Shares— from 355,259
Change-355,259 (-100%)
Value—
LGT Group Foundation
N/A
Shares— from 352,951
Change-352,951 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 352,680
Change-352,680 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 348,219
Change-348,219 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 346,719
Change-346,719 (-100%)
Value—
Epoch Investment Partners, Inc.
N/A
Shares— from 344,526
Change-344,526 (-100%)
Value—
Andra Ap-fonden
N/A
Shares— from 344,100
Change-344,100 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 339,753
Change-339,753 (-100%)
Value—
Davis Asset Management, L.P.
N/A
Shares— from 337,969
Change-337,969 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 336,760
Change-336,760 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 335,262
Change-335,262 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 331,112
Change-331,112 (-100%)
Value—
Carlson Capital, L.P.
N/A
Shares— from 330,615
Change-330,615 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 330,483
Change-330,483 (-100%)
Value—
Prudential PLC
N/A
Shares— from 325,790
Change-325,790 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 325,174
Change-325,174 (-100%)
Value—
Sirios Capital Management L P
N/A
Shares— from 321,253
Change-321,253 (-100%)
Value—
South Dakota Investment Council
N/A
Shares— from 315,522
Change-315,522 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 312,467
Change-312,467 (-100%)
Value—
Alyeska Investment Group, L.P.
N/A
Shares— from 307,759
Change-307,759 (-100%)
Value—
Man Group plc
N/A
Shares— from 306,126
Change-306,126 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 303,773
Change-303,773 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 303,711
Change-303,711 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 301,752
Change-301,752 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 299,211
Change-299,211 (-100%)
Value—
ArrowMark Colorado Holdings LLC
N/A
Shares— from 295,580
Change-295,580 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 291,651
Change-291,651 (-100%)
Value—
Jacobs Levy Equity Management, Inc
N/A
Shares— from 286,173
Change-286,173 (-100%)
Value—
Ilmarinen Mutual Pension Insurance Co
N/A
Shares— from 284,085
Change-284,085 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 282,264
Change-282,264 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 270,298
Change-270,298 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 263,240
Change-263,240 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 261,737
Change-261,737 (-100%)
Value—
S&G Foundation
N/A
Shares— from 253,314
Change-253,314 (-100%)
Value—
NS Partners Ltd
N/A
Shares— from 251,373
Change-251,373 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 248,455
Change-248,455 (-100%)
Value—
Allstate Corp
N/A
Shares— from 247,118
Change-247,118 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 245,564
Change-245,564 (-100%)
Value—
Elo Mutual Pension Insurance Co
N/A
Shares— from 242,249
Change-242,249 (-100%)
Value—
Mizuho Securities USA LLC
N/A
Shares— from 239,578
Change-239,578 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 238,727
Change-238,727 (-100%)
Value—
Groupe la Francaise
N/A
Shares— from 238,720
Change-238,720 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 235,933
Change-235,933 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 231,363
Change-231,363 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 231,179
Change-231,179 (-100%)
Value—
Entropy Technologies, LP
N/A
Shares— from 229,295
Change-229,295 (-100%)
Value—
NFJ Investment Group, LLC
N/A
Shares— from 228,978
Change-228,978 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 228,269
Change-228,269 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 227,104
Change-227,104 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 225,690
Change-225,690 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 225,268
Change-225,268 (-100%)
Value—
Edgar Lomax Co
N/A
Shares— from 220,015
Change-220,015 (-100%)
Value—
Saudi Central Bank
N/A
Shares— from 214,501
Change-214,501 (-100%)
Value—
Danica Pension, Livsforsikringsaktieselskab
N/A
Shares— from 212,859
Change-212,859 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 210,904
Change-210,904 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 208,294
Change-208,294 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 208,280
Change-208,280 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 204,634
Change-204,634 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 203,780
Change-203,780 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 201,407
Change-201,407 (-100%)
Value—
&partners
N/A
Shares— from 199,406
Change-199,406 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 196,739
Change-196,739 (-100%)
Value—
Kentucky Retirement Systems
N/A
Shares— from 195,515
Change-195,515 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 190,870
Change-190,870 (-100%)
Value—
Ossiam
N/A
Shares— from 190,536
Change-190,536 (-100%)
Value—
Mediolanum International Funds Ltd
N/A
Shares— from 184,923
Change-184,923 (-100%)
Value—
Brandywine Trust Co
N/A
Shares— from 181,904
Change-181,904 (-100%)
Value—
Artisan Partners Limited Partnership
N/A
Shares— from 181,270
Change-181,270 (-100%)
Value—
Connors Investor Services Inc
N/A
Shares— from 180,965
Change-180,965 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 177,953
Change-177,953 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 176,979
Change-176,979 (-100%)
Value—
Lighthouse Investment Partners, LLC
N/A
Shares— from 176,202
Change-176,202 (-100%)
Value—
Trajan Wealth LLC
N/A
Shares— from 175,819
Change-175,819 (-100%)
Value—
Alpine Woods Capital Investors, LLC
N/A
Shares— from 174,191
Change-174,191 (-100%)
Value—
BW Gestao de Investimentos Ltda.
N/A
Shares— from 170,164
Change-170,164 (-100%)
Value—
Allianz SE
N/A
Shares— from 168,475
Change-168,475 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 168,266
Change-168,266 (-100%)
Value—
CTC LLC
N/A
Shares— from 166,557
Change-166,557 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 162,737
Change-162,737 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 161,172
Change-161,172 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 157,306
Change-157,306 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 155,867
Change-155,867 (-100%)
Value—
Moore Capital Management, LP
N/A
Shares— from 154,200
Change-154,200 (-100%)
Value—
Lombard Odier Asset Management (Switzerland) SA
N/A
Shares— from 153,514
Change-153,514 (-100%)
Value—
RBF Capital, LLC
N/A
Shares— from 150,000
Change-150,000 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 149,982
Change-149,982 (-100%)
Value—
Ategra Capital Management, LLC
N/A
Shares— from 144,410
Change-144,410 (-100%)
Value—
Taikang Asset Management (Hong Kong) Co Ltd
N/A
Shares— from 142,215
Change-142,215 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 138,572
Change-138,572 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 138,486
Change-138,486 (-100%)
Value—
Veridan Wealth LLC
N/A
Shares— from 137,751
Change-137,751 (-100%)
Value—
VAN Lanschot Kempen Investment Management N.V.
N/A
Shares— from 135,740
Change-135,740 (-100%)
Value—
Skba Capital Management LLC
N/A
Shares— from 132,450
Change-132,450 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 129,775
Change-129,775 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 129,640
Change-129,640 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 128,477
Change-128,477 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 128,450
Change-128,450 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 128,028
Change-128,028 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 127,938
Change-127,938 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 126,424
Change-126,424 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 125,884
Change-125,884 (-100%)
Value—
Groupama Asset Managment
N/A
Shares— from 125,759
Change-125,759 (-100%)
Value—
Empirical Finance, LLC
N/A
Shares— from 125,751
Change-125,751 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 122,558
Change-122,558 (-100%)
Value—
DCM Advisors, LLC
N/A
Shares— from 121,232
Change-121,232 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 120,750
Change-120,750 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 119,064
Change-119,064 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 118,282
Change-118,282 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 118,235
Change-118,235 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 117,323
Change-117,323 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 116,463
Change-116,463 (-100%)
Value—
Commerzbank Aktiengesellschaft
N/A
Shares— from 114,129
Change-114,129 (-100%)
Value—
Estabrook Capital Management
N/A
Shares— from 114,049
Change-114,049 (-100%)
Value—
Black Cypress Capital Management, LLC
N/A
Shares— from 111,865
Change-111,865 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 110,258
Change-110,258 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 109,225
Change-109,225 (-100%)
Value—
Teewinot Capital Advisers, L.L.C.
N/A
Shares— from 108,941
Change-108,941 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 108,617
Change-108,617 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 108,608
Change-108,608 (-100%)
Value—
New England Asset Management Inc
N/A
Shares— from 108,510
Change-108,510 (-100%)
Value—
Canada Post Corp Registered Pension Plan
N/A
Shares— from 107,614
Change-107,614 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 107,516
Change-107,516 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 107,169
Change-107,169 (-100%)
Value—
California First Leasing Corp
N/A
Shares— from 106,400
Change-106,400 (-100%)
Value—
Dkrt Investments Corp.
N/A
Shares— from 105,000
Change-105,000 (-100%)
Value—
Osmosis Investment Management UK Ltd
N/A
Shares— from 103,501
Change-103,501 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 103,134
Change-103,134 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 102,000
Change-102,000 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 101,730
Change-101,730 (-100%)
Value—
Mufg Securities Americas Inc.
N/A
Shares— from 101,193
Change-101,193 (-100%)
Value—
Unisphere Establishment
N/A
Shares— from 100,900
Change-100,900 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 100,056
Change-100,056 (-100%)
Value—
LGT Fund Management Co Ltd.
N/A
Shares— from 99,828
Change-99,828 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 99,304
Change-99,304 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 98,116
Change-98,116 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 97,910
Change-97,910 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 96,701
Change-96,701 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 95,695
Change-95,695 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 95,265
Change-95,265 (-100%)
Value—
Planning Alternatives LTD
N/A
Shares— from 94,776
Change-94,776 (-100%)
Value—
Hamilton Capital Partners Inc.
N/A
Shares— from 93,861
Change-93,861 (-100%)
Value—
Siemens Fonds Invest GmbH
N/A
Shares— from 93,535
Change-93,535 (-100%)
Value—
Hutchinson Capital Management
N/A
Shares— from 92,391
Change-92,391 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 91,757
Change-91,757 (-100%)
Value—
Winslow Asset Management Inc
N/A
Shares— from 91,187
Change-91,187 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 89,980
Change-89,980 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 89,502
Change-89,502 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 88,909
Change-88,909 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 88,515
Change-88,515 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 88,328
Change-88,328 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 87,747
Change-87,747 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 87,675
Change-87,675 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 87,173
Change-87,173 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 85,965
Change-85,965 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 85,748
Change-85,748 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 84,327
Change-84,327 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 83,415
Change-83,415 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 82,561
Change-82,561 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 82,529
Change-82,529 (-100%)
Value—
Wesleyan Assurance Society
N/A
Shares— from 81,500
Change-81,500 (-100%)
Value—
Stephens Inc
N/A
Shares— from 81,205
Change-81,205 (-100%)
Value—
Kentucky Retirement Systems Insurance Trust Fund
N/A
Shares— from 81,136
Change-81,136 (-100%)
Value—
FJ Capital Management LLC
N/A
Shares— from 80,810
Change-80,810 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 80,753
Change-80,753 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 79,893
Change-79,893 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 78,933
Change-78,933 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 76,868
Change-76,868 (-100%)
Value—
RNC Capital Management LLC
N/A
Shares— from 76,247
Change-76,247 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 76,126
Change-76,126 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 75,625
Change-75,625 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 75,567
Change-75,567 (-100%)
Value—
Morgan Dempsey Capital Management LLC
N/A
Shares— from 75,035
Change-75,035 (-100%)
Value—
Aigen Investment Management, LP
N/A
Shares— from 74,722
Change-74,722 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 74,086
Change-74,086 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 73,574
Change-73,574 (-100%)
Value—
Weik Capital Management
N/A
Shares— from 73,166
Change-73,166 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 70,968
Change-70,968 (-100%)
Value—
R.H. Investment Group, LLC
N/A
Shares— from 69,656
Change-69,656 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 69,255
Change-69,255 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 69,083
Change-69,083 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 68,644
Change-68,644 (-100%)
Value—
Eagle Capital Management LLC
N/A
Shares— from 68,144
Change-68,144 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 67,238
Change-67,238 (-100%)
Value—
Easterly Investment Partners LLC
N/A
Shares— from 66,000
Change-66,000 (-100%)
Value—
Impax Asset Management Group plc
N/A
Shares— from 65,665
Change-65,665 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 65,636
Change-65,636 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 65,241
Change-65,241 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 65,078
Change-65,078 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 64,734
Change-64,734 (-100%)
Value—
Qsemble Capital Management, LP
N/A
Shares— from 64,626
Change-64,626 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 63,029
Change-63,029 (-100%)
Value—
Ally Financial Inc.
N/A
Shares— from 63,000
Change-63,000 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 62,918
Change-62,918 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 62,592
Change-62,592 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 62,339
Change-62,339 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 62,290
Change-62,290 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 62,278
Change-62,278 (-100%)
Value—
Silvant Capital Management LLC
N/A
Shares— from 62,130
Change-62,130 (-100%)
Value—
Catalyst Funds Management Pty Ltd
N/A
Shares— from 61,600
Change-61,600 (-100%)
Value—
BWM Planning, LLC
N/A
Shares— from 61,340
Change-61,340 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 60,677
Change-60,677 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 60,157
Change-60,157 (-100%)
Value—
Chou Associates Management Inc.
N/A
Shares— from 59,542
Change-59,542 (-100%)
Value—
Clayton Partners LLC
N/A
Shares— from 59,382
Change-59,382 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 58,776
Change-58,776 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 56,979
Change-56,979 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 56,354
Change-56,354 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 56,071
Change-56,071 (-100%)
Value—
Adapt Investment Managers SA
N/A
Shares— from 56,002
Change-56,002 (-100%)
Value—
Unison Asset Management LLC
N/A
Shares— from 55,133
Change-55,133 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 54,820
Change-54,820 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 54,481
Change-54,481 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 53,450
Change-53,450 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 52,966
Change-52,966 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 52,592
Change-52,592 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 52,444
Change-52,444 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 52,086
Change-52,086 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 51,854
Change-51,854 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 51,734
Change-51,734 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 51,701
Change-51,701 (-100%)
Value—
Sciencast Management LP
N/A
Shares— from 51,527
Change-51,527 (-100%)
Value—
First National Advisers, LLC
N/A
Shares— from 51,409
Change-51,409 (-100%)
Value—
Aft, Forsyth & Sober, LLC
N/A
Shares— from 51,200
Change-51,200 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 51,113
Change-51,113 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 50,524
Change-50,524 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 50,431
Change-50,431 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 50,065
Change-50,065 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 49,501
Change-49,501 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 49,427
Change-49,427 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 49,044
Change-49,044 (-100%)
Value—
Main Street Research LLC
N/A
Shares— from 48,542
Change-48,542 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 48,007
Change-48,007 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 47,585
Change-47,585 (-100%)
Value—
Meiji Yasuda Life Insurance Co
N/A
Shares— from 47,434
Change-47,434 (-100%)
Value—
Somerset Group LLC
N/A
Shares— from 47,400
Change-47,400 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 47,121
Change-47,121 (-100%)
Value—
Dark Forest Capital Management LP
N/A
Shares— from 46,605
Change-46,605 (-100%)
Value—
Numerai GP LLC
N/A
Shares— from 46,287
Change-46,287 (-100%)
Value—
Union Heritage Capital, LLC
N/A
Shares— from 45,970
Change-45,970 (-100%)
Value—
AXQ Capital, LP
N/A
Shares— from 45,200
Change-45,200 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 44,985
Change-44,985 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 44,859
Change-44,859 (-100%)
Value—
Slagle Financial, LLC
N/A
Shares— from 44,044
Change-44,044 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 43,098
Change-43,098 (-100%)
Value—
White Pine Capital LLC
N/A
Shares— from 42,834
Change-42,834 (-100%)
Value—
Twin City Private Wealth, LLC
N/A
Shares— from 42,497
Change-42,497 (-100%)
Value—
Quantitative Investment Management, LLC
N/A
Shares— from 41,950
Change-41,950 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 41,745
Change-41,745 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 41,421
Change-41,421 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 41,158
Change-41,158 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 40,866
Change-40,866 (-100%)
Value—
Westpac Banking Corp
N/A
Shares— from 40,855
Change-40,855 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 40,548
Change-40,548 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 40,308
Change-40,308 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 40,292
Change-40,292 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 39,388
Change-39,388 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 39,379
Change-39,379 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 39,378
Change-39,378 (-100%)
Value—
Cunning Capital Partners, LP
N/A
Shares— from 38,454
Change-38,454 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 38,375
Change-38,375 (-100%)
Value—
Baader Bank Aktiengesellschaft
N/A
Shares— from 38,273
Change-38,273 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 38,250
Change-38,250 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 38,027
Change-38,027 (-100%)
Value—
Voya Financial Advisors, Inc.
N/A
Shares— from 37,670
Change-37,670 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 37,594
Change-37,594 (-100%)
Value—
Bridgefront Capital, LLC
N/A
Shares— from 37,577
Change-37,577 (-100%)
Value—
Bayesian Capital Management, LP
N/A
Shares— from 37,500
Change-37,500 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 37,420
Change-37,420 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 37,260
Change-37,260 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 37,126
Change-37,126 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 36,937
Change-36,937 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 36,753
Change-36,753 (-100%)
Value—
Pring Turner Capital Group Inc
N/A
Shares— from 36,604
Change-36,604 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 35,971
Change-35,971 (-100%)
Value—
Winning Points Advisors, LLC
N/A
Shares— from 35,906
Change-35,906 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 35,802
Change-35,802 (-100%)
Value—
Employees Retirement System of Texas
N/A
Shares— from 35,653
Change-35,653 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 35,504
Change-35,504 (-100%)
Value—
Marco Investment Management LLC
N/A
Shares— from 35,251
Change-35,251 (-100%)
Value—
S&CO Inc
N/A
Shares— from 34,949
Change-34,949 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 34,847
Change-34,847 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 34,836
Change-34,836 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 34,755
Change-34,755 (-100%)
Value—
Stevens Capital Management LP
N/A
Shares— from 34,555
Change-34,555 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 34,280
Change-34,280 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 34,251
Change-34,251 (-100%)
Value—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A
Shares— from 34,131
Change-34,131 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 33,871
Change-33,871 (-100%)
Value—
44 Wealth Management LLC
N/A
Shares— from 33,679
Change-33,679 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 33,492
Change-33,492 (-100%)
Value—
Hodges Capital Management Inc.
N/A
Shares— from 33,206
Change-33,206 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 32,999
Change-32,999 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 32,830
Change-32,830 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 32,733
Change-32,733 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 32,109
Change-32,109 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 32,101
Change-32,101 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 32,050
Change-32,050 (-100%)
Value—
Black Maple Capital Management LP
N/A
Shares— from 32,000
Change-32,000 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 31,748
Change-31,748 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 31,259
Change-31,259 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 31,225
Change-31,225 (-100%)
Value—
Emerald Investment Advisers, LLC
N/A
Shares— from 31,002
Change-31,002 (-100%)
Value—
Longfellow Investment Management Co LLC
N/A
Shares— from 30,878
Change-30,878 (-100%)
Value—
Lummis Asset Management, LP
N/A
Shares— from 30,788
Change-30,788 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 30,729
Change-30,729 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 30,711
Change-30,711 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 30,669
Change-30,669 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 30,558
Change-30,558 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 30,479
Change-30,479 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 30,465
Change-30,465 (-100%)
Value—
Wilkinson Global Asset Management LLC
N/A
Shares— from 30,400
Change-30,400 (-100%)
Value—
Auxier Asset Management LLC
N/A
Shares— from 30,119
Change-30,119 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 30,039
Change-30,039 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 29,954
Change-29,954 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 29,928
Change-29,928 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 29,767
Change-29,767 (-100%)
Value—
Havemeyer Place LP
N/A
Shares— from 29,398
Change-29,398 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 29,313
Change-29,313 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 29,178
Change-29,178 (-100%)
Value—
Capital International Sarl
N/A
Shares— from 29,062
Change-29,062 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 28,839
Change-28,839 (-100%)
Value—
BlueCrest Capital Management Ltd
N/A
Shares— from 28,835
Change-28,835 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 28,633
Change-28,633 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 28,228
Change-28,228 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 28,022
Change-28,022 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 27,735
Change-27,735 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 27,627
Change-27,627 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 27,563
Change-27,563 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 27,522
Change-27,522 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 27,256
Change-27,256 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 26,881
Change-26,881 (-100%)
Value—
Sprucegrove Investment Management LTD
N/A
Shares— from 26,477
Change-26,477 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 26,292
Change-26,292 (-100%)
Value—
Connable Office Inc
N/A
Shares— from 26,115
Change-26,115 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 26,002
Change-26,002 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 25,961
Change-25,961 (-100%)
Value—
Morningstar Investment Management LLC
N/A
Shares— from 25,926
Change-25,926 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 25,860
Change-25,860 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 25,755
Change-25,755 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 25,546
Change-25,546 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 25,449
Change-25,449 (-100%)
Value—
Potomac Fund Management Inc
N/A
Shares— from 24,995
Change-24,995 (-100%)
Value—
Caxton Associates LLP
N/A
Shares— from 24,962
Change-24,962 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 24,947
Change-24,947 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 24,884
Change-24,884 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 24,801
Change-24,801 (-100%)
Value—
Resources Management Corp
N/A
Shares— from 24,760
Change-24,760 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 24,137
Change-24,137 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 23,601
Change-23,601 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 23,544
Change-23,544 (-100%)
Value—
London Co of Virginia
N/A
Shares— from 23,489
Change-23,489 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 23,425
Change-23,425 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 23,123
Change-23,123 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 23,089
Change-23,089 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 23,040
Change-23,040 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 22,757
Change-22,757 (-100%)
Value—
Storgate, LLC
N/A
Shares— from 22,412
Change-22,412 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 22,396
Change-22,396 (-100%)
Value—
Martin & Co Inc
N/A
Shares— from 22,335
Change-22,335 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 22,128
Change-22,128 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 21,983
Change-21,983 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 21,712
Change-21,712 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 21,648
Change-21,648 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 21,547
Change-21,547 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 21,332
Change-21,332 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 21,259
Change-21,259 (-100%)
Value—
Hartford Funds Management Co LLC
N/A
Shares— from 21,144
Change-21,144 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 20,909
Change-20,909 (-100%)
Value—
Eaton Financial Holdings Company, LLC
N/A
Shares— from 20,887
Change-20,887 (-100%)
Value—
Atom Investors LP
N/A
Shares— from 20,744
Change-20,744 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 20,566
Change-20,566 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 20,540
Change-20,540 (-100%)
Value—
Miller Investment Management, LP
N/A
Shares— from 20,342
Change-20,342 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 20,279
Change-20,279 (-100%)
Value—
Harbor Advisors LLC
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 19,987
Change-19,987 (-100%)
Value—
Cetera Trust Company, N.a
N/A
Shares— from 19,926
Change-19,926 (-100%)
Value—
Hillsdale Investment Management Inc.
N/A
Shares— from 19,902
Change-19,902 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 19,838
Change-19,838 (-100%)
Value—
Ceeto Capital Group, LLC
N/A
Shares— from 19,503
Change-19,503 (-100%)
Value—
Mainstay Capital Management LLC
N/A
Shares— from 19,352
Change-19,352 (-100%)
Value—
iSAM Funds (UK) Ltd
N/A
Shares— from 19,100
Change-19,100 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 19,094
Change-19,094 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 18,701
Change-18,701 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 18,567
Change-18,567 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 18,514
Change-18,514 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 18,514
Change-18,514 (-100%)
Value—
Polymer Capital Management (US) LLC
N/A
Shares— from 18,452
Change-18,452 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 18,357
Change-18,357 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 18,235
Change-18,235 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 18,140
Change-18,140 (-100%)
Value—
Keystone Financial Services
N/A
Shares— from 18,117
Change-18,117 (-100%)
Value—
First Dallas Securities Inc.
N/A
Shares— from 18,093
Change-18,093 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 18,071
Change-18,071 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 18,030
Change-18,030 (-100%)
Value—
Barbara Oil Co.
N/A
Shares— from 18,000
Change-18,000 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 17,971
Change-17,971 (-100%)
Value—
Vectors Research Management, LLC
N/A
Shares— from 17,951
Change-17,951 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 17,925
Change-17,925 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 17,882
Change-17,882 (-100%)
Value—
Wharton Business Group, LLC
N/A
Shares— from 17,675
Change-17,675 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 17,456
Change-17,456 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 17,388
Change-17,388 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 17,232
Change-17,232 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 17,134
Change-17,134 (-100%)
Value—
Vaughan Nelson Investment Management, L.P.
N/A
Shares— from 17,045
Change-17,045 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 16,951
Change-16,951 (-100%)
Value—
Integrated Quantitative Investments LLC
N/A
Shares— from 16,898
Change-16,898 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 16,773
Change-16,773 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 16,636
Change-16,636 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 16,624
Change-16,624 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 16,564
Change-16,564 (-100%)
Value—
Affinity Investment Advisors, LLC
N/A
Shares— from 16,493
Change-16,493 (-100%)
Value—
Potentia Wealth
N/A
Shares— from 16,050
Change-16,050 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 15,526
Change-15,526 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 15,494
Change-15,494 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 15,466
Change-15,466 (-100%)
Value—
Concentric Capital Strategies, LP
N/A
Shares— from 15,365
Change-15,365 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 15,280
Change-15,280 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 15,120
Change-15,120 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 15,105
Change-15,105 (-100%)
Value—
Richmond Brothers, Inc.
N/A
Shares— from 15,060
Change-15,060 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 15,029
Change-15,029 (-100%)
Value—
Jupiter Wealth Management LLC
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Hutner Capital Management Inc
N/A
Shares— from 14,953
Change-14,953 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 14,867
Change-14,867 (-100%)
Value—
Kirkwood Financial Services
N/A
Shares— from 14,802
Change-14,802 (-100%)
Value—
Oxford Asset Management LLP
N/A
Shares— from 14,767
Change-14,767 (-100%)
Value—
ING Groep NV
N/A
Shares— from 14,742
Change-14,742 (-100%)
Value—
City National Bank of Florida
N/A
Shares— from 14,522
Change-14,522 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 14,493
Change-14,493 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 14,474
Change-14,474 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 14,397
Change-14,397 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 14,325
Change-14,325 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 14,315
Change-14,315 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 14,305
Change-14,305 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 14,276
Change-14,276 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 14,205
Change-14,205 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 14,000
Change-14,000 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 13,988
Change-13,988 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 13,987
Change-13,987 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 13,951
Change-13,951 (-100%)
Value—
Round Hill Asset Management
N/A
Shares— from 13,928
Change-13,928 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 13,922
Change-13,922 (-100%)
Value—
Fieldview Capital Management, LLC
N/A
Shares— from 13,906
Change-13,906 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 13,888
Change-13,888 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 13,844
Change-13,844 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 13,817
Change-13,817 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 13,630
Change-13,630 (-100%)
Value—
Lafayette Investments, Inc.
N/A
Shares— from 13,619
Change-13,619 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 13,561
Change-13,561 (-100%)
Value—
Intrinsic Value Partners, LLC
N/A
Shares— from 13,547
Change-13,547 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 13,540
Change-13,540 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 13,538
Change-13,538 (-100%)
Value—
Brooks, Moore & Associates, Inc.
N/A
Shares— from 13,485
Change-13,485 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 13,417
Change-13,417 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 13,394
Change-13,394 (-100%)
Value—
Bridgewealth Advisory Group, LLC
N/A
Shares— from 13,393
Change-13,393 (-100%)
Value—
Severin Investments, LLC
N/A
Shares— from 13,188
Change-13,188 (-100%)
Value—
Royal Capital Wealth Management, LLC
N/A
Shares— from 13,182
Change-13,182 (-100%)
Value—
Tranquilli Financial Advisor LLC
N/A
Shares— from 13,135
Change-13,135 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 13,130
Change-13,130 (-100%)
Value—
Core Alternative Capital
N/A
Shares— from 12,978
Change-12,978 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 12,812
Change-12,812 (-100%)
Value—
Defiance ETFs, LLC
N/A
Shares— from 12,733
Change-12,733 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 12,661
Change-12,661 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 12,628
Change-12,628 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 12,568
Change-12,568 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 12,474
Change-12,474 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 12,404
Change-12,404 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 12,311
Change-12,311 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 12,242
Change-12,242 (-100%)
Value—
Stoneridge Investment Partners LLC
N/A
Shares— from 12,082
Change-12,082 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 12,073
Change-12,073 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 11,917
Change-11,917 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 11,902
Change-11,902 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 11,895
Change-11,895 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 11,772
Change-11,772 (-100%)
Value—
Cladis Investment Advisory, LLC
N/A
Shares— from 11,728
Change-11,728 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 11,719
Change-11,719 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 11,695
Change-11,695 (-100%)
Value—
GatePass Capital, LLC
N/A
Shares— from 11,638
Change-11,638 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 11,626
Change-11,626 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 11,625
Change-11,625 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 11,580
Change-11,580 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 11,564
Change-11,564 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 11,550
Change-11,550 (-100%)
Value—
Walsky Investment Management, Inc.
N/A
Shares— from 11,342
Change-11,342 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 11,325
Change-11,325 (-100%)
Value—
Wittenberg Investment Management, Inc.
N/A
Shares— from 11,320
Change-11,320 (-100%)
Value—
RD Lewis Holdings, Inc.
N/A
Shares— from 11,305
Change-11,305 (-100%)
Value—
Mizuho Markets Cayman LP
N/A
Shares— from 11,303
Change-11,303 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 11,254
Change-11,254 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 11,188
Change-11,188 (-100%)
Value—
AlphaGrep UK Ltd
N/A
Shares— from 11,163
Change-11,163 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 11,149
Change-11,149 (-100%)
Value—
Wealthspan Partners, LLC
N/A
Shares— from 11,120
Change-11,120 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 11,103
Change-11,103 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 11,018
Change-11,018 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 10,967
Change-10,967 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 10,950
Change-10,950 (-100%)
Value—
Sompo Asset Management Co., Ltd.
N/A
Shares— from 10,910
Change-10,910 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 10,906
Change-10,906 (-100%)
Value—
PCB Capital LLC
N/A
Shares— from 10,905
Change-10,905 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 10,876
Change-10,876 (-100%)
Value—
Aimz Investment Advisors, LLC
N/A
Shares— from 10,844
Change-10,844 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 10,837
Change-10,837 (-100%)
Value—
Wimmer Associates 1, LLC
N/A
Shares— from 10,814
Change-10,814 (-100%)
Value—
Clarendon Private LLC
N/A
Shares— from 10,809
Change-10,809 (-100%)
Value—
EntryPoint Capital, LLC
N/A
Shares— from 10,799
Change-10,799 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 10,769
Change-10,769 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 10,741
Change-10,741 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 10,704
Change-10,704 (-100%)
Value—
Wilson & Boucher Capital Management, LLC
N/A
Shares— from 10,695
Change-10,695 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 10,675
Change-10,675 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 10,674
Change-10,674 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 10,644
Change-10,644 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 10,638
Change-10,638 (-100%)
Value—
Hikari Tsushin, Inc.
N/A
Shares— from 10,631
Change-10,631 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 10,609
Change-10,609 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 10,578
Change-10,578 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 10,479
Change-10,479 (-100%)
Value—
Twin Capital Management Inc
N/A
Shares— from 10,398
Change-10,398 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 10,377
Change-10,377 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 10,185
Change-10,185 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 10,109
Change-10,109 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 10,048
Change-10,048 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 10,007
Change-10,007 (-100%)
Value—
Zuckerman Investment Group, LLC
N/A
Shares— from 9,968
Change-9,968 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 9,939
Change-9,939 (-100%)
Value—
Beaton Management Co. Inc.
N/A
Shares— from 9,850
Change-9,850 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 9,794
Change-9,794 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 9,789
Change-9,789 (-100%)
Value—
Optas, LLC
N/A
Shares— from 9,721
Change-9,721 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 9,686
Change-9,686 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 9,645
Change-9,645 (-100%)
Value—
Ostrum Asset Management
N/A
Shares— from 9,620
Change-9,620 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 9,530
Change-9,530 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 9,516
Change-9,516 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 9,381
Change-9,381 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 9,351
Change-9,351 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 9,346
Change-9,346 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 9,329
Change-9,329 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 9,323
Change-9,323 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 9,288
Change-9,288 (-100%)
Value—
Capital Financial Group Inc\co\
N/A
Shares— from 9,248
Change-9,248 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 9,239
Change-9,239 (-100%)
Value—
Legato Capital Management LLC
N/A
Shares— from 9,169
Change-9,169 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 9,163
Change-9,163 (-100%)
Value—
Teucrium Investment Advisors, LLC
N/A
Shares— from 9,137
Change-9,137 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 9,036
Change-9,036 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 8,976
Change-8,976 (-100%)
Value—
Simmons Bank
N/A
Shares— from 8,974
Change-8,974 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 8,934
Change-8,934 (-100%)
Value—
Spwm Advisors LLC
N/A
Shares— from 8,904
Change-8,904 (-100%)
Value—
Old North State Trust, LLC
N/A
Shares— from 8,739
Change-8,739 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 8,699
Change-8,699 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 8,697
Change-8,697 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 8,688
Change-8,688 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 8,643
Change-8,643 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 8,602
Change-8,602 (-100%)
Value—
Star Financial Bank
N/A
Shares— from 8,574
Change-8,574 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 8,541
Change-8,541 (-100%)
Value—
P.A.W. Capital Corp
N/A
Shares— from 8,500
Change-8,500 (-100%)
Value—
Sunflower Bank, N.A.
N/A
Shares— from 8,459
Change-8,459 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 8,375
Change-8,375 (-100%)
Value—
All Terrain Financial Advisors, LLC
N/A
Shares— from 8,351
Change-8,351 (-100%)
Value—
Cyber Hornet ETFs LLC
N/A
Shares— from 8,335
Change-8,335 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 8,308
Change-8,308 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 8,303
Change-8,303 (-100%)
Value—
EWA, LLC
N/A
Shares— from 8,175
Change-8,175 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 8,165
Change-8,165 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 8,136
Change-8,136 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 8,109
Change-8,109 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 8,094
Change-8,094 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 8,092
Change-8,092 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 8,090
Change-8,090 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 8,081
Change-8,081 (-100%)
Value—
Old West Investment Management, LLC
N/A
Shares— from 8,037
Change-8,037 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 8,021
Change-8,021 (-100%)
Value—
SIG Brokerage, LP
N/A
Shares— from 7,989
Change-7,989 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 7,983
Change-7,983 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 7,950
Change-7,950 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 7,932
Change-7,932 (-100%)
Value—
CIM Investment Management Inc
N/A
Shares— from 7,885
Change-7,885 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 7,865
Change-7,865 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 7,811
Change-7,811 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 7,757
Change-7,757 (-100%)
Value—
Atalanta Sosnoff Capital, LLC
N/A
Shares— from 7,701
Change-7,701 (-100%)
Value—
Mosaic Financial Group, LLC
N/A
Shares— from 7,638
Change-7,638 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 7,630
Change-7,630 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 7,610
Change-7,610 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 7,558
Change-7,558 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 7,513
Change-7,513 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 7,510
Change-7,510 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 7,495
Change-7,495 (-100%)
Value—
Gardner Russo & Quinn LLC
N/A
Shares— from 7,451
Change-7,451 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 7,443
Change-7,443 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 7,425
Change-7,425 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 7,354
Change-7,354 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 7,345
Change-7,345 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 7,295
Change-7,295 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 7,286
Change-7,286 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 7,257
Change-7,257 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 7,221
Change-7,221 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 7,144
Change-7,144 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 7,111
Change-7,111 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 7,072
Change-7,072 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 7,059
Change-7,059 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 6,974
Change-6,974 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 6,970
Change-6,970 (-100%)
Value—
Paradigm Capital Management, LLC
N/A
Shares— from 6,910
Change-6,910 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 6,905
Change-6,905 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 6,900
Change-6,900 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 6,871
Change-6,871 (-100%)
Value—
EFG International AG
N/A
Shares— from 6,871
Change-6,871 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 6,845
Change-6,845 (-100%)
Value—
Wallace Advisory Group, LLC
N/A
Shares— from 6,770
Change-6,770 (-100%)
Value—
Drexel Morgan & Co.
N/A
Shares— from 6,747
Change-6,747 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 6,718
Change-6,718 (-100%)
Value—
Beta Wealth Group, Inc.
N/A
Shares— from 6,707
Change-6,707 (-100%)
Value—
Crawford Investment Counsel Inc
N/A
Shares— from 6,668
Change-6,668 (-100%)
Value—
TFR Capital, Llc.
N/A
Shares— from 6,626
Change-6,626 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 6,502
Change-6,502 (-100%)
Value—
Khazanah Nasional Berhad
N/A
Shares— from 6,502
Change-6,502 (-100%)
Value—
Citizens Business Bank
N/A
Shares— from 6,482
Change-6,482 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 6,457
Change-6,457 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 6,456
Change-6,456 (-100%)
Value—
Marathon Trading Investment Management LLC
N/A
Shares— from 6,450
Change-6,450 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 6,436
Change-6,436 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 6,422
Change-6,422 (-100%)
Value—
Sterneck Capital Management, LLC
N/A
Shares— from 6,415
Change-6,415 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 6,406
Change-6,406 (-100%)
Value—
Capital Markets Trading UK LLP
N/A
Shares— from 6,392
Change-6,392 (-100%)
Value—
Nwam LLC
N/A
Shares— from 6,376
Change-6,376 (-100%)
Value—
Algert Global LLC
N/A
Shares— from 6,359
Change-6,359 (-100%)
Value—
Fosun International Ltd
N/A
Shares— from 6,316
Change-6,316 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 6,313
Change-6,313 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 6,293
Change-6,293 (-100%)
Value—
First National Bank & Trust Co of Newtown
N/A
Shares— from 6,261
Change-6,261 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 6,225
Change-6,225 (-100%)
Value—
SGL Investment Advisors, Inc.
N/A
Shares— from 6,214
Change-6,214 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 6,182
Change-6,182 (-100%)
Value—
Alaska Wealth Advisors, LLC
N/A
Shares— from 6,166
Change-6,166 (-100%)
Value—
Denver Wealth Management, Inc.
N/A
Shares— from 6,133
Change-6,133 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 6,133
Change-6,133 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 6,090
Change-6,090 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 6,081
Change-6,081 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 6,062
Change-6,062 (-100%)
Value—
Alethea Capital Management, LLC
N/A
Shares— from 6,030
Change-6,030 (-100%)
Value—
First National Bank of Hutchinson
N/A
Shares— from 6,029
Change-6,029 (-100%)
Value—
Sequent Asset Management, LLC
N/A
Shares— from 6,007
Change-6,007 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 5,999
Change-5,999 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 5,962
Change-5,962 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 5,961
Change-5,961 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 5,945
Change-5,945 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 5,931
Change-5,931 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 5,899
Change-5,899 (-100%)
Value—
Peak Planning Group, LLC
N/A
Shares— from 5,829
Change-5,829 (-100%)
Value—
Campion Asset Management
N/A
Shares— from 5,763
Change-5,763 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 5,761
Change-5,761 (-100%)
Value—
Coign Capital Advisors LLC
N/A
Shares— from 5,754
Change-5,754 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 5,703
Change-5,703 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 5,699
Change-5,699 (-100%)
Value—
Hayek Kallen Investment Management
N/A
Shares— from 5,655
Change-5,655 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 5,644
Change-5,644 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 5,636
Change-5,636 (-100%)
Value—
Pursue Wealth Partners LLC
N/A
Shares— from 5,530
Change-5,530 (-100%)
Value—
Blueshift Asset Management, LLC
N/A
Shares— from 5,504
Change-5,504 (-100%)
Value—
Athena Investment Management
N/A
Shares— from 5,469
Change-5,469 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 5,430
Change-5,430 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 5,415
Change-5,415 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 5,410
Change-5,410 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 5,396
Change-5,396 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 5,376
Change-5,376 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 5,375
Change-5,375 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 5,333
Change-5,333 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 5,283
Change-5,283 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 5,272
Change-5,272 (-100%)
Value—
FOX RUN Management, L.L.C.
N/A
Shares— from 5,240
Change-5,240 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 5,228
Change-5,228 (-100%)
Value—
Credit Industriel ET Commercial
N/A
Shares— from 5,211
Change-5,211 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 5,209
Change-5,209 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 5,198
Change-5,198 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 5,189
Change-5,189 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 5,165
Change-5,165 (-100%)
Value—
DF Dent & Co Inc
N/A
Shares— from 5,154
Change-5,154 (-100%)
Value—
Raelipskie Partnership
N/A
Shares— from 5,070
Change-5,070 (-100%)
Value—
Twinbeech Capital LP
N/A
Shares— from 5,060
Change-5,060 (-100%)
Value—
Northstar Financial Companies, Inc.
N/A
Shares— from 5,058
Change-5,058 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 5,022
Change-5,022 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 5,015
Change-5,015 (-100%)
Value—
Puzo Michael J
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Ruffer LLP
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 4,997
Change-4,997 (-100%)
Value—
Caerus Investment Advisors, LLC
N/A
Shares— from 4,993
Change-4,993 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 4,976
Change-4,976 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 4,943
Change-4,943 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 4,906
Change-4,906 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 4,901
Change-4,901 (-100%)
Value—
Byrne Financial Freedom, LLC
N/A
Shares— from 4,898
Change-4,898 (-100%)
Value—
Caisse DES Depots ET Consignations
N/A
Shares— from 4,893
Change-4,893 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 4,891
Change-4,891 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 4,864
Change-4,864 (-100%)
Value—
UP Strategic Wealth Investment Advisors LLC
N/A
Shares— from 4,850
Change-4,850 (-100%)
Value—
Omnia Family Wealth, LLC
N/A
Shares— from 4,805
Change-4,805 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 4,745
Change-4,745 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 4,711
Change-4,711 (-100%)
Value—
Fullerton Fund Management Co Ltd.
N/A
Shares— from 4,702
Change-4,702 (-100%)
Value—
Members Trust Co
N/A
Shares— from 4,664
Change-4,664 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 4,595
Change-4,595 (-100%)
Value—
Talisman Wealth Advisors LLC
N/A
Shares— from 4,575
Change-4,575 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 4,559
Change-4,559 (-100%)
Value—
Concentrum Wealth Management
N/A
Shares— from 4,552
Change-4,552 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 4,543
Change-4,543 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 4,531
Change-4,531 (-100%)
Value—
Genesis Financial Group, LLC
N/A
Shares— from 4,505
Change-4,505 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 4,492
Change-4,492 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 4,486
Change-4,486 (-100%)
Value—
Legacy Wealth Advisors, LLC
N/A
Shares— from 4,474
Change-4,474 (-100%)
Value—
Chesapeake Wealth Management
N/A
Shares— from 4,460
Change-4,460 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 4,428
Change-4,428 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 4,424
Change-4,424 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 4,402
Change-4,402 (-100%)
Value—
Kelly Lawrence W & Associates Inc
N/A
Shares— from 4,400
Change-4,400 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 4,383
Change-4,383 (-100%)
Value—
Summit Wealth & Retirement Planning, Inc.
N/A
Shares— from 4,350
Change-4,350 (-100%)
Value—
Aviso Financial Inc.
N/A
Shares— from 4,280
Change-4,280 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 4,276
Change-4,276 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 4,251
Change-4,251 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 4,245
Change-4,245 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 4,239
Change-4,239 (-100%)
Value—
S Harris Financial Group, LLC
N/A
Shares— from 4,233
Change-4,233 (-100%)
Value—
Cornerstone Select Advisors, LLC
N/A
Shares— from 4,211
Change-4,211 (-100%)
Value—
American Trust
N/A
Shares— from 4,203
Change-4,203 (-100%)
Value—
Foresight Global Investors, Inc.
N/A
Shares— from 4,117
Change-4,117 (-100%)
Value—
Keynote Financial Services LLC
N/A
Shares— from 4,100
Change-4,100 (-100%)
Value—
Wall Street Financial Group, Inc.
N/A
Shares— from 4,088
Change-4,088 (-100%)
Value—
Landing Point Financial Group, LLC
N/A
Shares— from 4,087
Change-4,087 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 4,072
Change-4,072 (-100%)
Value—
New World Advisors LLC
N/A
Shares— from 4,069
Change-4,069 (-100%)
Value—
ABN Amro Bank N.V.
N/A
Shares— from 4,067
Change-4,067 (-100%)
Value—
SSI Investment Management LLC
N/A
Shares— from 4,057
Change-4,057 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 4,047
Change-4,047 (-100%)
Value—
Orographic Financial Advisors, LLC
N/A
Shares— from 4,030
Change-4,030 (-100%)
Value—
United Bank
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Dempze Nancy E
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 3,978
Change-3,978 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 3,952
Change-3,952 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 3,936
Change-3,936 (-100%)
Value—
Granite Harbor Advisors, Inc.
N/A
Shares— from 3,934
Change-3,934 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 3,927
Change-3,927 (-100%)
Value—
Inceptionr LLC
N/A
Shares— from 3,922
Change-3,922 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 3,918
Change-3,918 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 3,917
Change-3,917 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 3,901
Change-3,901 (-100%)
Value—
Marietta Investment Partners LLC
N/A
Shares— from 3,900
Change-3,900 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 3,893
Change-3,893 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 3,880
Change-3,880 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 3,873
Change-3,873 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 3,873
Change-3,873 (-100%)
Value—
Swan Global Investments, LLC
N/A
Shares— from 3,873
Change-3,873 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 3,869
Change-3,869 (-100%)
Value—
Peninsula Asset Management Inc
N/A
Shares— from 3,851
Change-3,851 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 3,830
Change-3,830 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 3,828
Change-3,828 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 3,828
Change-3,828 (-100%)
Value—
Cannon Wealth Management Services, LLC
N/A
Shares— from 3,807
Change-3,807 (-100%)
Value—
Laraway Financial Advisors Inc
N/A
Shares— from 3,789
Change-3,789 (-100%)
Value—
Pinnacle Holdings, LLC
N/A
Shares— from 3,772
Change-3,772 (-100%)
Value—
Quantessence Capital LLC
N/A
Shares— from 3,754
Change-3,754 (-100%)
Value—
X-Square Capital, LLC
N/A
Shares— from 3,745
Change-3,745 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 3,738
Change-3,738 (-100%)
Value—
CarsonAllaria Wealth Management, Ltd.
N/A
Shares— from 3,726
Change-3,726 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 3,723
Change-3,723 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 3,718
Change-3,718 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 3,691
Change-3,691 (-100%)
Value—
Beck Mack & Oliver LLC
N/A
Shares— from 3,682
Change-3,682 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 3,665
Change-3,665 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 3,658
Change-3,658 (-100%)
Value—
Calydon Capital
N/A
Shares— from 3,647
Change-3,647 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 3,575
Change-3,575 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 3,560
Change-3,560 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 3,556
Change-3,556 (-100%)
Value—
Sagewood Asset Management LP
N/A
Shares— from 3,548
Change-3,548 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 3,548
Change-3,548 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 3,520
Change-3,520 (-100%)
Value—
HC Advisors, LLC
N/A
Shares— from 3,501
Change-3,501 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 3,496
Change-3,496 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 3,482
Change-3,482 (-100%)
Value—
Consilio Wealth Advisors, LLC
N/A
Shares— from 3,448
Change-3,448 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 3,438
Change-3,438 (-100%)
Value—
Vistica Wealth Advisors, LLC
N/A
Shares— from 3,436
Change-3,436 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 3,423
Change-3,423 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 3,422
Change-3,422 (-100%)
Value—
Alan B Lancz & Associates, Inc.
N/A
Shares— from 3,400
Change-3,400 (-100%)
Value—
HFG Advisors, Inc.
N/A
Shares— from 3,380
Change-3,380 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 3,354
Change-3,354 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 3,352
Change-3,352 (-100%)
Value—
Johnson Wealth Management, LLC
N/A
Shares— from 3,351
Change-3,351 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 3,350
Change-3,350 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 3,344
Change-3,344 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 3,343
Change-3,343 (-100%)
Value—
Tailwinds Wealth, LLC
N/A
Shares— from 3,337
Change-3,337 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 3,313
Change-3,313 (-100%)
Value—
Legend Capital Advisors LLC
N/A
Shares— from 3,300
Change-3,300 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 3,288
Change-3,288 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 3,279
Change-3,279 (-100%)
Value—
Claret Asset Management Corp
N/A
Shares— from 3,266
Change-3,266 (-100%)
Value—
Black Swift Group, LLC
N/A
Shares— from 3,250
Change-3,250 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 3,234
Change-3,234 (-100%)
Value—
Okabena Investment Services Inc
N/A
Shares— from 3,225
Change-3,225 (-100%)
Value—
Axiom Financial Strategies, LLC
N/A
Shares— from 3,217
Change-3,217 (-100%)
Value—
Caledonia (Private) Investments Pty Ltd
N/A
Shares— from 3,198
Change-3,198 (-100%)
Value—
Brave Asset Management Inc
N/A
Shares— from 3,187
Change-3,187 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 3,123
Change-3,123 (-100%)
Value—
German American Bancorp, Inc.
N/A
Shares— from 3,103
Change-3,103 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 3,090
Change-3,090 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 3,067
Change-3,067 (-100%)
Value—
Fi3 Financial Advisors, LLC
N/A
Shares— from 3,041
Change-3,041 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 3,033
Change-3,033 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 3,015
Change-3,015 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Ames National Corp
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
von Borstel & Associates, Inc.
N/A
Shares— from 2,994
Change-2,994 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 2,991
Change-2,991 (-100%)
Value—
Front Street Capital Management, Inc.
N/A
Shares— from 2,988
Change-2,988 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 2,968
Change-2,968 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 2,954
Change-2,954 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 2,908
Change-2,908 (-100%)
Value—
Panoramic Capital Partners, LLC
N/A
Shares— from 2,905
Change-2,905 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 2,903
Change-2,903 (-100%)
Value—
CTC Alternative Strategies, Ltd.
N/A
Shares— from 2,900
Change-2,900 (-100%)
Value—
BHK Investment Advisors, LLC
N/A
Shares— from 2,899
Change-2,899 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 2,898
Change-2,898 (-100%)
Value—
Mars Jewett Financial Group, Inc.
N/A
Shares— from 2,883
Change-2,883 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 2,879
Change-2,879 (-100%)
Value—
Muirfield Wealth Advisors LLC
N/A
Shares— from 2,876
Change-2,876 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 2,867
Change-2,867 (-100%)
Value—
Schiavi & Co LLC
N/A
Shares— from 2,866
Change-2,866 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 2,864
Change-2,864 (-100%)
Value—
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
N/A
Shares— from 2,846
Change-2,846 (-100%)
Value—
Holistic Financial Partners
N/A
Shares— from 2,814
Change-2,814 (-100%)
Value—
Houlihan Financial Resource Group, Ltd.
N/A
Shares— from 2,808
Change-2,808 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 2,775
Change-2,775 (-100%)
Value—
Chancellor Financial Group WB LP
N/A
Shares— from 2,771
Change-2,771 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 2,755
Change-2,755 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 2,743
Change-2,743 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 2,720
Change-2,720 (-100%)
Value—
Copley Financial Group, Inc.
N/A
Shares— from 2,710
Change-2,710 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 2,704
Change-2,704 (-100%)
Value—
Beacon Investment Advisors LLC
N/A
Shares— from 2,698
Change-2,698 (-100%)
Value—
Cura Wealth Advisors, LLC
N/A
Shares— from 2,691
Change-2,691 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 2,688
Change-2,688 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 2,662
Change-2,662 (-100%)
Value—
Hirtle & Co., LLC
N/A
Shares— from 2,662
Change-2,662 (-100%)
Value—
Meadowbrook Advisors Group, LLC
N/A
Shares— from 2,655
Change-2,655 (-100%)
Value—
Somerville Kurt F
N/A
Shares— from 2,650
Change-2,650 (-100%)
Value—
Clarkston Capital Partners, LLC
N/A
Shares— from 2,650
Change-2,650 (-100%)
Value—
Rodgers Brothers Inc.
N/A
Shares— from 2,650
Change-2,650 (-100%)
Value—
Intellus Advisors LLC
N/A
Shares— from 2,640
Change-2,640 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 2,639
Change-2,639 (-100%)
Value—
Elk River Wealth Management LLC
N/A
Shares— from 2,638
Change-2,638 (-100%)
Value—
Alvarez & Marsal Private Wealth Partners, LLC
N/A
Shares— from 2,631
Change-2,631 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 2,623
Change-2,623 (-100%)
Value—
Prudent Investors Network, Inc.
N/A
Shares— from 2,600
Change-2,600 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 2,585
Change-2,585 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 2,572
Change-2,572 (-100%)
Value—
Bank of Nova Scotia Trust Co
N/A
Shares— from 2,569
Change-2,569 (-100%)
Value—
Saturna Capital Corp
N/A
Shares— from 2,558
Change-2,558 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 2,557
Change-2,557 (-100%)
Value—
Wealth Advisors of Iowa, LLC
N/A
Shares— from 2,551
Change-2,551 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 2,525
Change-2,525 (-100%)
Value—
Buckley Wealth Management, LLC
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Farringdon Capital, Ltd.
N/A
Shares— from 2,487
Change-2,487 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 2,472
Change-2,472 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 2,470
Change-2,470 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 2,464
Change-2,464 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 2,425
Change-2,425 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 2,385
Change-2,385 (-100%)
Value—
Quarry LP
N/A
Shares— from 2,375
Change-2,375 (-100%)
Value—
CNB Bank
N/A
Shares— from 2,338
Change-2,338 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 2,335
Change-2,335 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 2,295
Change-2,295 (-100%)
Value—
Intesa Sanpaolo S.p.A.
N/A
Shares— from 2,270
Change-2,270 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 2,231
Change-2,231 (-100%)
Value—
Centennial Bank
N/A
Shares— from 2,209
Change-2,209 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 2,162
Change-2,162 (-100%)
Value—
BNP Paribas
N/A
Shares— from 2,159
Change-2,159 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 2,020
Change-2,020 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Heartland Advisors Inc
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 1,906
Change-1,906 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 1,863
Change-1,863 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 1,852
Change-1,852 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 1,836
Change-1,836 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 1,788
Change-1,788 (-100%)
Value—
Osterweis Capital Management Inc
N/A
Shares— from 1,783
Change-1,783 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 1,763
Change-1,763 (-100%)
Value—
Motco
N/A
Shares— from 1,719
Change-1,719 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 1,706
Change-1,706 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 1,653
Change-1,653 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 1,575
Change-1,575 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 1,514
Change-1,514 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 1,389
Change-1,389 (-100%)
Value—
Rogco, LP
N/A
Shares— from 1,357
Change-1,357 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 1,336
Change-1,336 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 1,300
Change-1,300 (-100%)
Value—
Aster Capital Management (Difc) Ltd
N/A
Shares— from 1,292
Change-1,292 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 1,270
Change-1,270 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 1,265
Change-1,265 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 1,260
Change-1,260 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 1,243
Change-1,243 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 1,242
Change-1,242 (-100%)
Value—
Harvest Fund Management Co., Ltd
N/A
Shares— from 1,131
Change-1,131 (-100%)
Value—
Ross\johnson & Associates LLC
N/A
Shares— from 1,106
Change-1,106 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 1,073
Change-1,073 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 1,071
Change-1,071 (-100%)
Value—
Battery Global Advisors, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 996
Change-996 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 938
Change-938 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 934
Change-934 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 928
Change-928 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 922
Change-922 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 913
Change-913 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 900
Change-900 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 881
Change-881 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 769
Change-769 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 737
Change-737 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 726
Change-726 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 705
Change-705 (-100%)
Value—
Cypress Capital Management LLC (WY)
N/A
Shares— from 702
Change-702 (-100%)
Value—
Vega Investment Solutions
N/A
Shares— from 680
Change-680 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 654
Change-654 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 632
Change-632 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 631
Change-631 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 626
Change-626 (-100%)
Value—
Uniplan Investment Counsel, Inc.
N/A
Shares— from 619
Change-619 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 612
Change-612 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 609
Change-609 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 607
Change-607 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 601
Change-601 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 588
Change-588 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 534
Change-534 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 525
Change-525 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 511
Change-511 (-100%)
Value—
KEB Asset Management, LLC
N/A
Shares— from 508
Change-508 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 498
Change-498 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 492
Change-492 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 465
Change-465 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 453
Change-453 (-100%)
Value—
Parvin Asset Management, LLC
N/A
Shares— from 450
Change-450 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 442
Change-442 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 440
Change-440 (-100%)
Value—
1248 Management, LLC
N/A
Shares— from 436
Change-436 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 412
Change-412 (-100%)
Value—
Accent Capital Management, LLC
N/A
Shares— from 404
Change-404 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 395
Change-395 (-100%)
Value—
S&T Bank
N/A
Shares— from 385
Change-385 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 366
Change-366 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 365
Change-365 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 364
Change-364 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 354
Change-354 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 351
Change-351 (-100%)
Value—
Navera Investment Management Ltd.
N/A
Shares— from 350
Change-350 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 339
Change-339 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 323
Change-323 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 302
Change-302 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 272
Change-272 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 270
Change-270 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 249
Change-249 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 231
Change-231 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 219
Change-219 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 207
Change-207 (-100%)
Value—
Stance Capital LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 183
Change-183 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 181
Change-181 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 178
Change-178 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 171
Change-171 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 166
Change-166 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 163
Change-163 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Toews Corp
N/A
Shares— from 150
Change-150 (-100%)
Value—
Broadwater Capital Management LLC
N/A
Shares— from 133
Change-133 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 123
Change-123 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 108
Change-108 (-100%)
Value—
Bard Associates Inc
N/A
Shares— from 106
Change-106 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 99
Change-99 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 82
Change-82 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 82
Change-82 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 80
Change-80 (-100%)
Value—
Delta Accumulation, LLC
N/A
Shares— from 76
Change-76 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 68
Change-68 (-100%)
Value—
Conquis Financial LLC
N/A
Shares— from 62
Change-62 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 44
Change-44 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 40
Change-40 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 36
Change-36 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 32
Change-32 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 23
Change-23 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 16
Change-16 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 14
Change-14 (-100%)
Value—
Palladiem, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Global Frontier Investments LLC
N/A
Shares— from 0
Change0
Value—
Status
Geode Capital Management, LLC
INCREASED74,697,13773,893,386+803,751+1%$6.1B$6.0B-$104.6M2026-11-06
Dimensional Fund Advisors LP
INCREASED18,943,21818,695,330+247,888+1%$1.5B$1.5B-$28.7M2026-11-04
Bank of New York Mellon Corp
DECREASED16,092,28916,516,494-424,205-3%$1.4B$1.3B-$76.7M2026-11-05
Deutsche Bank Ag\
INCREASED12,986,23010,399,699+2,586,531+25%$859.4M$1.0B+$180.1M2026-11-06
Amundi
DECREASED11,451,63413,654,370-2,202,736-16%$1.1B$916.7M-$211.7M2026-11-06
Pzena Investment Management LLC
INCREASED8,853,7848,827,468+26,316+0%$729.5M$708.7M-$20.8M2026-10-30
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED8,073,2127,512,840+560,372+7%$620.9M$646.3M+$25.4M2026-11-05
Barclays PLC
INCREASED7,014,6556,611,146+403,509+6%$546.3M$561.5M+$15.2M2026-11-06
Sumitomo Mitsui Trust Group, Inc.
DECREASED6,145,0976,417,152-272,055-4%$530.3M$491.9M-$38.4M2026-10-29
LSV Asset Management
DECREASED6,128,6856,153,417-24,7320%$508.5M$490.6K-$508.0M2026-11-06
Citigroup Inc
INCREASED5,015,6244,765,621+250,003+5%$393.8M$401.5M+$7.7M2026-11-04
Russell Investments Group, Ltd.
INCREASED4,716,6863,987,546+729,140+18%$329.9M$377.9M+$48.0M2026-11-06
Bank Julius Baer & Co. Ltd, Zurich
INCREASED4,045,8903,345,666+700,224+21%$277.3M$324.2M+$47.0M2026-10-29
M&G Plc
INCREASED3,968,5983,881,118+87,480+2%$322.1M$317.5M-$4.6M2026-11-04
Mawer Investment Management Ltd.
DECREASED3,921,2124,195,116-273,904-7%$346.7M$313.9M-$32.8M2026-11-06
Thrivent Financial for Lutherans
DECREASED3,786,3463,827,289-40,943-1%$316.3M$303.1K-$316.0M2026-11-05
Truist Financial Corp
INCREASED3,190,0083,071,716+118,292+4%$253.8M$255.4M+$1.5M2026-10-30
Principal Financial Group Inc
DECREASED3,100,8133,420,871-320,058-9%$282.7M$248.2M-$34.5M2026-11-02
LPL Financial LLC
INCREASED3,003,0402,839,414+163,626+6%$234.6M$240.4M+$5.7M2026-11-06
DekaBank Deutsche Girozentrale
INCREASED2,606,7201,551,518+1,055,202+68%$123.1K$209.9K+$86.9K2026-10-27
Nykredit A/S
INCREASED2,480,9512,312,296+168,655+7%$191.1M$198.6M+$7.5M2026-11-06
US Bancorp \de\
DECREASED2,478,5042,486,893-8,3890%$205.5M$198.4M-$7.1M2026-11-05
PNC Financial Services Group, Inc.
DECREASED2,322,3752,367,920-45,545-2%$195.7M$185.9M-$9.8M2026-11-06
New York State Teachers Retirement System
DECREASED2,180,4642,272,977-92,513-4%$187.8M$174.5K-$187.7M2026-10-22
Temasek Holdings (Private) Ltd
DECREASED2,100,9252,176,553-75,628-3%$179.9M$168.2M-$11.7M2026-10-28
MacKenzie Financial Corp
INCREASED2,100,0351,483,399+616,636+42%$122.6M$168.1M+$45.5M2026-11-02
Beutel, Goodman & Co Ltd.
DECREASED1,899,6251,941,758-42,133-2%$160.5M$152.1K-$160.3M2026-11-04
Pictet Asset Management Holding SA
INCREASED1,883,4491,796,700+86,749+5%$148.5M$150.8M+$2.3M2026-11-03
Assenagon Asset Management S.A.
INCREASED1,785,25488,162+1,697,092+1925%$7.3M$142.9M+$135.6M2026-10-15
Keybank National Association
DECREASED1,783,2911,837,010-53,719-3%$151.8M$142.8M-$9.1M2026-11-04
Fifth Third Bancorp
DECREASED1,780,9581,814,187-33,229-2%$149.9M$142.6M-$7.4M2026-11-05
Calamos Advisors LLC
INCREASED1,761,3151,366,153+395,162+29%$112.9M$141.0M+$28.1M2026-11-02
Great Lakes Advisors, LLC
DECREASED1,718,8342,088,541-369,707-18%$172.6M$137.6M-$35.0M2026-11-06
UniSuper Management Pty Ltd
INCREASED1,673,7031,623,503+50,200+3%$134.2M$134.0M-$186.4K2026-10-26
PFA Pension, Forsikringsaktieselskab
INCREASED1,666,0011,408,144+257,857+18%$116.4M$133.4M+$17.0M2026-11-06
Retirement Systems of Alabama
DECREASED1,645,4201,654,140-8,720-1%$136.7M$131.7M-$5.0M2026-11-04
American Assets Inc
UNCHANGED1,600,6261,600,62600%$132.3M$128.1M-$4.1M2026-10-30
Canoe Financial LP
INCREASED1,569,8641,567,786+2,078+0%$129.6M$126.0M-$3.6M2026-10-21
Creative Planning
INCREASED1,550,7531,444,769+105,984+7%$119.4M$124.1M+$4.7M2026-11-02
Equity Investment Corp
INCREASED1,514,8371,504,825+10,012+1%$124.4M$121.3M-$3.1M2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED1,476,3731,391,339+85,034+6%$109.0M$109.5M+$468.6K2026-10-13
Daily Journal Corp
UNCHANGED1,413,0001,413,00000%$116.8M$113.1M-$3.7M2026-11-02
Asset Management One Co., Ltd.
INCREASED1,351,4691,309,619+41,850+3%$108.2M$108.2M-$41.8K2026-10-27
Swedbank AB
INCREASED1,319,4411,314,892+4,549+0%$108.7M$105.6M-$3.0M2026-10-27
Assetmark, Inc
INCREASED1,225,7001,157,264+68,436+6%$95.6M$98.1M+$2.5M2026-10-21
Allspring Global Investments Holdings, LLC
INCREASED1,221,232560,407+660,825+118%$48.2M$98.0M+$49.8M2026-11-04
Banque Pictet & CIE SA
DECREASED1,117,2071,127,071-9,864-1%$93.1M$89.4M-$3.7M2026-10-16
Strs Ohio
DECREASED1,039,9891,102,735-62,746-6%$91.1M$83.3M-$7.9M2026-10-30
OFI Invest Asset Management
INCREASED1,012,468214,221+798,247+373%$15.6M$71.4M+$55.8M2026-11-06
Ferguson Wellman Capital Management, Inc
INCREASED991,358974,537+16,821+2%$80.5M$79.4M-$1.2M2026-10-05
State of New Jersey Common Pension Fund D
DECREASED980,538987,590-7,052-1%$81.6M$78.5M-$3.1M2026-11-05
American Assets Investment Management, LLC
UNCHANGED940,400940,40000%$77.7M$75.3M-$2.4M2026-10-30
Mn Services Vermogensbeheer B.V.
INCREASED907,481892,881+14,600+2%$73.8M$72.6K-$73.7M2026-10-08
Davenport & Co LLC
DECREASED895,341901,929-6,588-1%$74.7M$71.8M-$3.0M2026-10-14
Deprince Race & Zollo Inc
INCREASED880,037857,727+22,310+3%$70.9M$70.4M-$435.6K2026-10-13
Sound Shore Management Inc
DECREASED875,247890,946-15,699-2%$73.6M$70.1M-$3.6M2026-11-06
Czech National Bank
DECREASED868,868871,047-2,1790%$72.0M$69.6M-$2.4M2026-10-13
Arizona State Retirement System
INCREASED855,020850,284+4,736+1%$70.3M$68.4M-$1.8M2026-11-03
Fort Washington Investment Advisors Inc
INCREASED854,895844,895+10,000+1%$69.8M$68.4M-$1.4M2026-10-15
KBC Group NV
DECREASED854,545996,780-142,235-14%$82.4M$68.4K-$82.3M2026-10-22
SEB Asset Management AB
INCREASED852,380848,535+3,845+0%$70.1M$68.2M-$1.9M2026-11-04
CIBC Asset Management Inc
DECREASED832,550834,650-2,1000%$69.0M$66.6M-$2.4M2026-11-05
State of Michigan Retirement System
DECREASED811,349835,149-23,800-3%$69.0M$64.9M-$4.1M2026-10-27
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED806,653844,329-37,676-4%$69.8M$64.6M-$5.2M2026-10-15
Mirae Asset Global Investments Co., Ltd.
INCREASED799,519687,060+112,459+16%$56.8M$64.0M+$7.2M2026-11-03
Gateway Investment Advisers LLC
INCREASED788,087730,317+57,770+8%$60.4M$63.1M+$2.7M2026-10-13
Vest Financial, LLC
INCREASED736,750474,355+262,395+55%$39.2M$59.0M+$19.8M2026-10-21
Nisa Investment Advisors, LLC
INCREASED732,371723,832+8,539+1%$59.8M$58.6M-$1.2M2026-10-20
Eurizon Capital SGR S.p.A.
DECREASED731,720736,318-4,598-1%$61.1M$58.8M-$2.3M2026-11-06
IFM Investors Pty Ltd
INCREASED697,441685,541+11,900+2%$56.7M$55.8M-$823.0K2026-10-14
Mondrian Investment Partners LTD
DECREASED680,3661,245,361-564,995-45%$102.9M$54.5M-$48.5M2026-10-23
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
NEW668,104—+668,104——$53.5M—2026-11-03
PensionDanmark Pensionsforsikringsaktieselskab
INCREASED663,211616,574+46,637+8%$51.0M$53.1M+$2.1M2026-10-19
Bank Pictet & Cie (Europe) AG
DECREASED659,338691,389-32,051-5%$57.1M$52.8M-$4.4M2026-10-20
Commonwealth Equity Services, LLC
DECREASED653,987657,831-3,844-1%$54.4M$52.4M-$2.0M2026-11-02
Swiss Life Asset Management Ltd
INCREASED644,064370,053+274,011+74%$30.6M$51.6M+$21.0M2026-11-03
ProShare Advisors LLC
DECREASED631,690651,455-19,765-3%$53.8M$50.6M-$3.3M2026-10-29
Seizert Capital Partners, LLC
DECREASED604,387647,464-43,077-7%$53.5M$48.4M-$5.1M2026-10-30
Xponance LLC
INCREASED592,043562,844+29,199+5%$46.5M$47.4M+$879.6K2026-11-03
Lazard Freres Gestion S.A.S.
INCREASED591,812586,166+5,646+1%$48.4M$47.4K-$48.4M2026-11-03
Kestra Advisory Services, LLC
INCREASED573,605556,012+17,593+3%$45.9M$45.9M-$31.7K2026-11-02
BI Asset Management Fondsmaeglerselskab A/S
INCREASED573,074571,478+1,596+0%$45.2K$43.9K-$1.3K2026-10-22
Natixis
INCREASED569,888464,468+105,420+23%$38.4M$45.6M+$7.2M2026-11-06
Neos Investment Management LLC
INCREASED568,772507,034+61,738+12%$41.9M$45.5M+$3.6M2026-11-04
Letko, Brosseau & Associates Inc
DECREASED566,569569,169-2,6000%$47.0M$45.4M-$1.7M2026-11-06
Daiwa Securities Group Inc.
INCREASED558,842555,706+3,136+1%$45.9M$44.7M-$1.2M2026-10-29
Rakuten Investment Management, Inc.
INCREASED543,067500,764+42,303+8%$41.8M$43.7M+$1.9M2026-10-30
Mcdonald Capital Investors Inc
DECREASED538,701631,343-92,642-15%$52.2M$43.1M-$9.1M2026-10-27
Wilsey Asset Management Inc
INCREASED529,814524,048+5,766+1%$43.3M$42.4M-$895.7K2026-10-21
Crossmark Global Holdings, Inc.
INCREASED517,886468,019+49,867+11%$38.7M$41.5M+$2.8M2026-10-21
Amalgamated Bank
DECREASED507,265527,851-20,586-4%$43.6M$40.6K-$43.6M2026-10-23
Tweedy, Browne Co LLC
DECREASED486,876497,011-10,135-2%$41.1M$39.0M-$2.1M2026-11-04
Cardinal Capital Management, Inc.
INCREASED471,833468,300+3,533+1%$38.7M$37.8M-$930.1K2026-10-16
Factory Mutual Insurance Co
DECREASED469,784471,634-1,8500%$39.0M$37.6M-$1.4M2026-10-30
OP Asset Management Ltd
INCREASED461,849346,328+115,521+33%$28.6M$37.0M+$8.4M2026-11-05
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED456,059451,840+4,219+1%$37.3M$36.5M-$832.5K2026-10-20
Hosking Partners LLP
DECREASED449,309478,415-29,106-6%$39.5M$36.0M-$3.6M2026-10-21
Clifford Swan Investment Counsel LLC
DECREASED432,779433,686-9070%$35.8M$34.6M-$1.2M2026-11-05
New York Life Investment Management LLC
DECREASED420,655426,339-5,684-1%$35.2M$33.7M-$1.6M2026-11-04
Cambridge Investment Research Advisors, Inc.
DECREASED420,286472,117-51,831-11%$39.0M$33.6K-$39.0M2026-11-02
Algebris (UK) LTD
DECREASED395,673539,621-143,948-27%$44.5M$31.7M-$12.8M2026-11-06
Spectrum Asset Management, Inc. (NB )
DECREASED388,794407,194-18,400-5%$33.7M$31.1M-$2.5M2026-10-19
Oregon Public Employees Retirement Fund
DECREASED371,786376,286-4,500-1%$31.1M$29.8M-$1.3M2026-10-30
Yousif Capital Management, LLC
DECREASED349,136349,488-3520%$28.9M$27.9M-$933.4K2026-10-22
Schaper Benz & Wise Investment Counsel Inc
DECREASED344,260347,471-3,211-1%$28.7M$27.6M-$1.2M2026-10-09
Campbell Newman Asset Management Inc
INCREASED343,576342,138+1,438+0%$28.3M$27.5M-$771.0K2026-10-22
Mutual of America Capital Management LLC
DECREASED341,521348,321-6,800-2%$28.8M$27.3M-$1.4M2026-10-23
ProVise Management Group, LLC
DECREASED335,515344,567-9,052-3%$28.5M$26.9M-$1.6M2026-11-06
State of Alaska, Department of Revenue
DECREASED330,519343,909-13,390-4%$28.4M$26.5K-$28.4M2026-10-15
Lido Advisors, LLC
INCREASED324,295311,667+12,628+4%$25.8M$26.0M+$203.7K2026-11-04
Todd Asset Management LLC
INCREASED321,798271,892+49,906+18%$22.5M$25.8M+$3.3M2026-10-27
Certuity, LLC
INCREASED312,835312,648+187+0%$25.8M$25.0M-$792.4K2026-11-02
Old National Bancorp
DECREASED308,847313,193-4,346-1%$25.9M$24.7M-$1.2M2026-10-20
Allworth Financial LP
INCREASED305,371299,817+5,554+2%$24.8M$25.2M+$458.9K2026-11-06
AIA Group Ltd
DECREASED288,290311,411-23,121-7%$25.7M$23.1M-$2.7M2026-10-30
Dana Investment Advisors, Inc.
DECREASED280,729286,035-5,306-2%$23.6M$22.5M-$1.2M2026-11-06
Illinois Municipal Retirement Fund
INCREASED275,537266,043+9,494+4%$22.0M$22.1M+$70.9K2026-11-05
Powszechne Towarzystwo Emerytalne Allianz Polska S.A.
UNCHANGED270,000270,00000%$22.3M$21.6M-$699.3K2026-10-22
SP Asset Management LLC
DECREASED268,861274,089-5,228-2%$22.7M$21.5M-$1.1M2026-11-05
D.A. Davidson & Co.
INCREASED267,594230,593+37,001+16%$19.1M$21.4M+$2.4M2026-10-28
Achmea Investment Management B.V.
NEW267,286—+267,286——$21.4M—2026-10-30
ABN Amro Investment Solutions
INCREASED263,570210,494+53,076+25%$17.4M$21.1M+$3.7M2026-10-21
Rempart Asset Management Inc.
UNCHANGED260,857260,85700%$21.6M$21.6M$02026-10-20
Cantor Fitzgerald Investment Advisors L.P.
INCREASED259,999254,416+5,583+2%$21.0M$20.8M-$211.9K2026-10-21
Ashton Thomas Private Wealth, LLC
DECREASED252,075256,277-4,202-2%$21.2M$20.2M-$1.0M2026-11-03
Atria Investments, Inc
INCREASED247,332236,946+10,386+4%$19.6M$19.8M+$217.7K2026-10-15
ASR Vermogensbeheer N.V.
INCREASED244,438221,550+22,888+10%$18.3M$19.6M+$1.3M2026-10-16
Lountzis Asset Management, LLC
DECREASED238,821241,030-2,209-1%$19.9M$19.1M-$801.1K2026-10-30
Gulf International Bank (UK) Ltd
UNCHANGED238,714238,71400%$19.7M$19.1K-$19.7M2026-10-20
PBU - The Pension Fund of Early Childhood & Youth Educators
INCREASED223,404212,497+10,907+5%$17.6M$17.9M+$322.7K2026-11-06
Aware Super Pty Ltd as trustee of Aware Super
NEW222,741—+222,741——$17.8M—2026-10-30
Harbor Island Capital LLC
DECREASED219,678254,192-34,514-14%$21.0M$17.6M-$3.4M2026-10-23
Matrix Asset Advisors Inc
DECREASED216,761218,006-1,245-1%$18.0M$17.4M-$664.3K2026-10-13
Griffin Asset Management, Inc.
DECREASED215,188216,079-8910%$17.9M$17.2M-$631.0K2026-10-22
Gradient Investments LLC
INCREASED214,893180,333+34,560+19%$14.9M$17.2M+$2.3M2026-10-08
Chesley Taft & Associates LLC
DECREASED213,495219,282-5,787-3%$18.1M$17.1M-$1.0M2026-10-13
Meyer Handelman Co
DECREASED212,861215,511-2,650-1%$17.8M$17.0M-$770.3K2026-10-28
Allied Investment Advisors, LLC
INCREASED212,829209,957+2,872+1%$17.4M$17.0M-$313.9K2026-10-13
Concurrent Investment Advisors, LLC
INCREASED212,398109,486+102,912+94%$9.0M$17.0M+$8.0M2026-10-16
Vise Technologies, Inc.
INCREASED209,705192,201+17,504+9%$15.9M$16.8M+$903.3K2026-10-29
Exchange Traded Concepts, LLC
INCREASED209,331199,371+9,960+5%$16.5M$16.8M+$280.9K2026-10-28
TD Waterhouse Canada Inc.
DECREASED207,743209,307-1,564-1%$18.0M$16.7M-$1.3M2026-10-16
Markel Group Inc.
UNCHANGED204,450204,45000%$16.9M$16.4M-$529.5K2026-10-30
OpenArc Corporate Advisory, LLC
INCREASED201,576198,135+3,441+2%$16.4M$16.1M-$237.8K2026-10-21
Eubel Brady & Suttman Asset Management Inc
INCREASED199,448197,704+1,744+1%$16.3M$16.0K-$16.3M2026-11-04
Savant Capital, LLC
DECREASED198,970230,611-31,641-14%$18.8M$15.9M-$2.9M2026-11-06
Farther Finance Advisors, LLC
INCREASED195,700173,897+21,803+13%$14.4M$15.7M+$1.3M2026-10-08
Arga Investment Management, LP
INCREASED186,69818,802+167,896+893%$1.6M$14.9M+$13.4M2026-10-30
LBP AM SA
INCREASED186,33379,125+107,208+135%$6.5M$14.9M+$8.4M2026-11-06
Brookstone Capital Management
INCREASED185,217181,375+3,842+2%$15.0M$14.8M-$162.2K2026-10-22
Maryland State Retirement & Pension System
INCREASED185,067165,273+19,794+12%$13.7M$14.8M+$1.2M2026-11-05
Abner Herrman & Brock LLC
INCREASED181,885180,453+1,432+1%$14.9K$14.6K-$3532026-10-20
B. Metzler seel. Sohn & Co. AG
INCREASED181,494159,950+21,544+13%$13.2M$14.5M+$1.3M2026-10-30
HB Wealth Management, LLC
INCREASED179,925154,805+25,120+16%$12.8M$14.4M+$1.6M2026-10-23
Calamos Wealth Management LLC
DECREASED178,733180,625-1,892-1%$14.9M$14.3M-$619.3K2026-11-02
Sapient Capital LLC
DECREASED174,833176,500-1,667-1%$14.6M$14.0M-$590.5K2026-10-08
Knights of Columbus Asset Advisors LLC
DECREASED174,522183,437-8,915-5%$15.2M$14.0M-$1.2M2026-11-05
Choreo, LLC
DECREASED173,757181,907-8,150-4%$15.0M$13.9M-$1.1M2026-10-28
Pinnacle Associates LTD
DECREASED173,559175,651-2,092-1%$14.5M$13.9M-$622.4K2026-10-20
Oppenheimer Asset Management Inc.
DECREASED173,499198,554-25,055-13%$16.4M$13.9M-$2.5M2026-10-27
Prospera Financial Services Inc
DECREASED162,205164,152-1,947-1%$13.6M$13.5M-$37.6K2026-11-04
Hartford Investment Management Co
DECREASED161,842169,160-7,318-4%$14.0M$13.0M-$1.0M2026-11-04
S-Bank Fund Management Ltd
DECREASED160,000200,000-40,000-20%$16.5M$12.8M-$3.7M2026-11-06
Wedmont Private Capital
INCREASED159,800154,312+5,488+4%$13.4M$13.1M-$341.4K2026-10-09
Channing Capital Management, LLC
DECREASED156,791200,312-43,521-22%$16.6M$12.6M-$4.0M2026-11-02
Adams Asset Advisors, LLC
DECREASED156,544159,645-3,101-2%$13.2M$12.5M-$661.7K2026-10-08
Bokf, NA
INCREASED155,070152,798+2,272+1%$12.6M$12.4M-$213.9K2026-10-27
New Mexico Educational Retirement Board
UNCHANGED153,916153,91600%$12.7M$12.3K-$12.7M2026-11-05
Consilium Wealth Advisory, LLC
DECREASED153,151153,470-3190%$12.7M$12.3M-$423.0K2026-10-14
MGO One Seven LLC
INCREASED152,568148,118+4,450+3%$12.2M$12.2M-$27.4K2026-10-28
Ag2r LA Mondiale Gestion D'actifs
INCREASED150,939134,837+16,102+12%$11.1M$12.1M+$939.7K2026-10-26
Louisiana State Employees Retirement System
DECREASED148,700156,400-7,700-5%$12.9M$11.9M-$1.0M2026-10-20
Merit Financial Group, LLC
INCREASED147,700137,030+10,670+8%$11.3M$11.8M+$499.2K2026-11-06
Robeco Institutional Asset Management B.V.
INCREASED146,219128,946+17,273+13%$10.7M$11.7M+$1.0M2026-10-20
Park Avenue Securities LLC
INCREASED144,917141,500+3,417+2%$11.7M$11.6K-$11.7M2026-10-26
Farmers & Merchants Investments Inc
DECREASED144,394146,477-2,083-1%$12.1M$11.6M-$546.1K2026-10-22
NorthCrest Asset Manangement, LLC
INCREASED141,922141,913+9+0%$12.3M$11.6M-$691.8K2026-10-13
UMB Bank, n.a.
DECREASED141,664147,245-5,581-4%$12.2M$11.3M-$828.1K2026-11-06
Poehling Capital Management, Inc.
DECREASED140,433141,178-745-1%$11.7M$11.2M-$425.3K2026-10-20
SteelPeak Wealth, LLC
INCREASED140,37285,773+54,599+64%$7.1M$11.2M+$4.1M2026-10-16
Legacy Private Trust Co.
DECREASED138,092139,088-996-1%$11.5M$11.1M-$440.0K2026-10-06
Eldred Rock Partners, LLC
INCREASED137,433136,226+1,207+1%$11.3M$11.0M-$256.2K2026-10-13
Intact Investment Management Inc.
DECREASED135,860143,200-7,340-5%$11.8M$10.9M-$958.5K2026-11-03
Thompson Siegel & Walmsley LLC
DECREASED133,410133,683-2730%$11.0M$10.7K-$11.0M2026-11-05
Perigon Wealth Management, LLC
DECREASED130,620138,676-8,056-6%$11.5M$10.5M-$1.0M2026-10-22
Cullen Investment Group, Ltd.
INCREASED127,941115,732+12,209+11%$9.6M$10.7M+$1.1M2026-10-13
Artemis Investment Management LLP
INCREASED127,53995,489+32,050+34%$7.9M$10.2M+$2.3M2026-10-08
Blume Capital Management, Inc.
DECREASED126,660128,792-2,132-2%$10.6M$10.1M-$504.2K2026-10-26
Marble Harbor Investment Counsel, LLC
DECREASED126,604126,944-3400%$10.5M$10.1M-$356.0K2026-11-06
Talbot Financial, LLC
INCREASED125,980124,397+1,583+1%$10.3M$10.1M-$195.5K2026-10-19
HUB Investment Partners, LLC
DECREASED120,913130,960-10,047-8%$10.8M$9.7M-$1.1M2026-11-03
Citizens Financial Group Inc
DECREASED119,825313,678-193,853-62%$25.9M$9.6M-$16.3M2026-10-23
Clearstead Advisors, LLC
DECREASED116,503121,810-5,307-4%$10.1M$9.3M-$740.8K2026-11-06
Hoey Investments, Inc
DECREASED116,177122,048-5,871-5%$10.1M$9.3M-$786.1K2026-10-29
Tokio Marine Asset Management Co LTD
INCREASED115,763112,444+3,319+3%$9.3M$9.3M-$25.5K2026-10-26
Tufton Capital Management
DECREASED115,226115,976-750-1%$9.6M$9.2K-$9.6M2026-10-20
Kestra Private Wealth Services, LLC
DECREASED112,018117,059-5,041-4%$9.7M$9.0M-$706.7K2026-11-06
Uncommon Cents Investing Inc
DECREASED110,409111,869-1,460-1%$9.2M$8.8M-$406.6K2026-10-20
Yacktman Asset Management LP
INCREASED108,959104,803+4,156+4%$8.7M$8.7M+$61.2K2026-11-02
Sicart Associates LLC
DECREASED108,287108,887-600-1%$9.0M$9.1M+$83.6K2026-10-29
GAM Holding AG
INCREASED106,17689,852+16,324+18%$7.4M$8.5M+$1.1M2026-11-03
J.W. Cole Advisors, Inc.
INCREASED104,230101,411+2,819+3%$8.4M$8.3M-$37.0K2026-11-05
TD Private Client Wealth LLC
DECREASED103,111105,248-2,137-2%$8.7M$8.3M-$443.7K2026-10-28
Goelzer Investment Management, Inc.
DECREASED102,635104,726-2,091-2%$8.7M$8.2M-$438.7K2026-10-16
Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust
NEW102,503—+102,503——$8.2M—2026-10-20
Baxter Bros Inc
DECREASED102,157102,252-950%$8.5M$8.2M-$272.4K2026-11-04
Vontobel Holding Ltd.
INCREASED100,70890,392+10,316+11%$7.5M$8.1M+$591.7K2026-10-16
Sowell Financial Services LLC
DECREASED98,863103,291-4,428-4%$8.5M$7.9M-$622.0K2026-10-23
Y-Intercept (Hong Kong) Ltd
INCREASED97,78393,709+4,074+4%$7.7M$7.8M+$83.4K2026-10-16
Brighton Jones LLC
INCREASED96,99391,922+5,071+6%$7.6M$7.8M+$167.8K2026-11-03
Leonteq Securities AG
INCREASED96,45243,594+52,858+121%$3.6M$7.7M+$4.1M2026-10-29
North Dakota State Investment Board
INCREASED95,66090,309+5,351+6%$7.5M$7.7M+$194.4K2026-10-27
Plato Investment Management Ltd
INCREASED95,15574,817+20,338+27%$6.1M$7.6M+$1.5M2026-11-05
Glenview Trust Co
DECREASED94,621101,646-7,025-7%$8.4M$7.6M-$825.6K2026-10-28
Oliver Luxxe Assets LLC
DECREASED94,48299,896-5,414-5%$8.3M$7.6M-$692.1K2026-10-14
Ritholtz Wealth Management
INCREASED94,20690,739+3,467+4%$7.5M$7.5M+$42.5K2026-11-05
Cohen Klingenstein LLC
UNCHANGED90,90090,90000%$7.5M$7.3M-$235.4K2026-10-15
Gibraltar Capital Management, Inc.
INCREASED88,94182,387+6,554+8%$6.8M$7.1M+$311.2K2026-10-27
Western Financial Corp
UNCHANGED88,89288,89200%$7.3M$7.1M-$230.2K2026-10-14
Monte Financial Group, LLC
DECREASED88,50388,896-3930%$7.7M$7.1M-$600.4K2026-11-02
Oak Thistle LLC
INCREASED87,34567,438+19,907+30%$5.6M$7.0M+$1.4M2026-10-21
Ethic Inc.
INCREASED87,11175,669+11,442+15%$6.3M$7.0M+$720.0K2026-11-03
Diversified Trust Co
INCREASED86,96083,117+3,843+5%$6.9M$7.0M+$92.4K2026-11-06
Quadrant Capital Group LLC
INCREASED86,69786,338+359+0%$7.1M$7.0M-$135.1K2026-10-20
Apollon Wealth Management, LLC
INCREASED86,26877,561+8,707+11%$6.4M$6.9M+$496.1K2026-10-23
Raiffeisen Bank International AG
INCREASED86,12960,109+26,020+43%$5.0M$6.9M+$1.9M2026-10-28
Culbertson A N & Co Inc
INCREASED84,90884,621+287+0%$7.0M$6.8M-$196.2K2026-10-21
Kuhn & Co Investment Counsel
INCREASED84,67245,002+39,670+88%$3.7M$6.8M+$3.1M2026-10-29
Hennessy Advisors Inc
DECREASED84,10084,400-3000%$7.0M$6.7M-$242.6K2026-10-28
Prevail Innovative Wealth Advisors, LLC
DECREASED83,11989,518-6,399-7%$7.4M$6.7M-$726.6K2026-10-20
Fifth Third Wealth Advisors LLC
DECREASED83,11484,141-1,027-1%$7.0M$6.7M-$300.1K2026-10-22
Williams Jones Wealth Management, Llc.
INCREASED82,15881,581+577+1%$6.7M$6.6M-$165.1K2026-11-05
Salzhauer Michael
DECREASED81,66084,289-2,629-3%$7.0M$6.5M-$428.7K2026-10-28
Gamma Investing LLC
INCREASED81,41271,515+9,897+14%$5.9M$6.5M+$607.0K2026-10-08
Marathon Asset Management Ltd
DECREASED81,13988,733-7,594-9%$7.3M$6.5M-$837.4K2026-10-26
Mission Wealth Management, LP
DECREASED80,927102,870-21,943-21%$8.5M$6.5M-$2.0M2026-10-15
Mill Capital Management, LLC
UNCHANGED79,25979,25900%$6.5M$6.3M-$205.3K2026-10-26
Signaturefd, LLC
INCREASED78,77473,570+5,204+7%$6.1M$6.3M+$226.1K2026-10-23
Securian Asset Management, Inc
DECREASED78,55081,318-2,768-3%$7.1M$6.3M-$828.2K2026-11-06
Globalt Investments LLC / GA
DECREASED77,25379,491-2,238-3%$6.6M$6.2M-$385.0K2026-10-27
Patriot Financial Group Insurance Agency, LLC
INCREASED77,19574,895+2,300+3%$6.2M$6.2M-$7.8K2026-10-14
PFG Advisors
DECREASED76,30599,763-23,458-24%$8.2M$6.1M-$2.1M2026-10-16
Inspire Trust Co, N.A.
INCREASED76,00064,000+12,000+19%$5.3M$6.1M+$794.8K2026-11-05
Capital Asset Advisory Services LLC
INCREASED75,76728,368+47,399+167%$2.3M$6.3M+$3.9M2026-10-30
Beacon Financial Group
DECREASED75,39376,796-1,403-2%$6.3M$6.0M-$311.2K2026-10-19
E. Ohman J:or Asset Management AB
UNCHANGED75,34475,34400%$6.2M$6.0M-$195.1K2026-10-22
Woodward Diversified Capital, LLC
DECREASED75,32375,643-3200%$6.3M$6.0M-$221.6K2026-10-21
Simplicity Wealth,LLC
INCREASED74,81864,138+10,680+17%$5.3M$6.0M+$688.8K2026-10-23
Bahl & Gaynor LLC
INCREASED74,67169,838+4,833+7%$5.8M$6.0M+$206.0K2026-11-05
King Luther Capital Management Corp
INCREASED72,91072,205+705+1%$6.0M$5.8M-$130.6K2026-11-05
Dmkc Advisory Services, LLC
DECREASED70,77391,610-20,837-23%$7.6M$5.7M-$1.9M2026-11-04
Folger Nolan Fleming Douglas Capital Management, Inc
INCREASED69,53269,390+142+0%$5.7M$5.6M-$168.4K2026-10-13
United Asset Strategies, Inc.
INCREASED68,45067,860+590+1%$5.6M$5.5M-$128.5K2026-10-28
Norden Group LLC
DECREASED68,00068,604-604-1%$5.7M$5.4M-$225.9K2026-10-20
Daymark Wealth Partners, LLC
INCREASED67,61063,814+3,796+6%$5.3M$5.4M+$138.6K2026-11-04
Greenleaf Trust
DECREASED67,50172,569-5,068-7%$6.0M$5.4M-$593.6K2026-10-29
Fisher Funds Management LTD
INCREASED67,41223,712+43,700+184%$2.0M$5.4M+$3.4M2026-10-13
IFP Advisors, Inc
DECREASED67,03773,059-6,022-8%$6.0M$5.4M-$671.3K2026-10-16
Parcion Private Wealth LLC
INCREASED66,27361,395+4,878+8%$5.1M$5.3M+$231.5K2026-10-28
Tema Etfs LLC
DECREASED65,80370,478-4,675-7%$5.8M$5.3M-$556.8K2026-10-16
Cullinan Associates Inc
DECREASED65,44970,375-4,926-7%$5.8M$5.2M-$576.6K2026-11-03
HF Advisory Group, LLC
INCREASED64,29660,883+3,413+6%$5.0M$5.1M+$115.5K2026-10-09
Aberdeen Group plc
DECREASED63,9942,706,603-2,642,609-98%$223.7M$23.7M-$199.9M2026-11-06
Continental Advisors LLC
UNCHANGED63,60663,60600%$5.3M$5.1M-$164.7K2026-10-13
Diversify Wealth Management, LLC
INCREASED63,46058,391+5,069+9%$5.1M$5.3M+$155.5K2026-10-20
Diversify Advisory Services, LLC
INCREASED63,46058,391+5,069+9%$5.1M$5.3M+$155.5K2026-10-20
Bell & Brown Wealth Advisors, LLC
INCREASED63,27762,997+280+0%$5.2M$5.1M-$140.8K2026-10-16
Meitav Investment House LTD
INCREASED62,20054,877+7,323+13%$4.5M$5.0M+$443.6K2026-10-28
Barr E S & Co
DECREASED62,16263,512-1,350-2%$5.2M$5.0M-$272.6K2026-11-06
Oppenheimer & Co Inc
INCREASED61,95451,030+10,924+21%$4.2M$5.0M+$742.3K2026-10-26
OFS Enterprise LLC
INCREASED61,86561,847+18+0%$5.1M$5.0M-$158.8K2026-10-16
Cullen T Bankers, Inc.
DECREASED60,09360,345-2520%$5.0M$4.8M-$176.5K2026-10-28
Joel Isaacson & Co., LLC
INCREASED59,04858,015+1,033+2%$4.8M$4.7M-$67.6K2026-11-05
Ashurst Perkins Coie Trust Co
DECREASED58,16159,353-1,192-2%$4.9M$4.7M-$248.6K2026-10-15
Comprehensive Financial Consultants Institutional, Inc.
NEW57,236—+57,236——$4.6M—2026-10-15
Virginia Retirement Systems ET Al
INCREASED56,50013,500+43,000+319%$1.1M$4.5M+$3.4M2026-10-28
First Citizens Bank & Trust Co
INCREASED56,44927,837+28,612+103%$2.3M$4.5M+$2.2M2026-10-14
Elyxium Wealth, LLC
INCREASED56,38156,116+265+0%$4.6M$4.5M-$124.1K2026-10-27
Chicago Partners Investment Group LLC
INCREASED55,99354,730+1,263+2%$4.7M$4.6M-$103.9K2026-10-27
111 Capital
INCREASED55,95417,961+37,993+212%$1.5M$4.5M+$3.0M2026-11-03
LEE Danner & Bass Inc
UNCHANGED55,55555,55500%$4.6M$4.4M-$143.9K2026-10-27
Trust Point Inc.
INCREASED54,88354,673+210+0%$4.5M$4.4M-$124.8K2026-10-27
RFG Advisory, LLC
INCREASED54,68841,719+12,969+31%$3.4M$4.4M+$930.1K2026-11-03
GC Wealth Management RIA, LLC
INCREASED54,62454,405+219+0%$4.5M$4.4M-$123.4K2026-11-02
Signal Advisors Wealth, LLC
INCREASED54,51646,510+8,006+17%$3.8M$4.4M+$520.4K2026-10-13
Crestwood Advisors Group, LLC
DECREASED54,43655,249-813-1%$4.6M$4.4M-$208.2K2026-10-27
Apella Capital, LLC
INCREASED53,99444,795+9,199+21%$3.9M$4.3M+$428.3K2026-10-08
Moody Lynn Lieberson & Walker, LLC
DECREASED53,50754,365-858-2%$4.5M$4.3M-$209.5K2026-10-14
Associated Banc-Corp
DECREASED53,41655,445-2,029-4%$4.6M$4.3M-$306.0K2026-10-30
Cohen Investment Advisors LLC
INCREASED52,88352,273+610+1%$4.3M$4.2M-$86.6K2026-10-20
Robinson Value Management, Ltd.
DECREASED52,52356,501-3,978-7%$4.7M$4.2M-$464.8K2026-10-20
Burney Co/
DECREASED51,97254,481-2,509-5%$4.5M$4.2M-$342.0K2026-10-15
Convergence Investment Partners, LLC
INCREASED51,8755,523+46,352+839%$456.4K$4.2M+$3.7M2026-10-28
Wynn Capital, LLC
DECREASED51,66752,112-445-1%$4.3M$4.1M-$170.6K2026-10-13
Sagespring Wealth Partners, LLC
INCREASED51,58647,649+3,937+8%$3.9M$4.1M+$191.7K2026-10-22
Foster Group, Inc.
INCREASED51,55649,345+2,211+4%$4.1M$4.1M+$49.1K2026-10-13
Citizens & Northern Corp
DECREASED51,53451,763-2290%$4.3M$4.1M-$152.4K2026-11-06
Cynosure Group, LLC
UNCHANGED51,19851,19800%$4.2M$4.1M-$132.6K2026-11-03
3Chopt Investment Partners, LLC
INCREASED51,18250,751+431+1%$4.2M$4.1M-$96.9K2026-10-30
Quad-Cities Investment Group, LLC
DECREASED51,10651,280-1740%$4.2M$4.1M-$146.8K2026-10-16
Wedbush Securities Inc
DECREASED50,94651,280-334-1%$4.2M$4.1K-$4.2M2026-10-22
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED50,43750,43700%$4.2M$4.2M$02026-10-15
Tritonpoint Wealth, LLC
DECREASED49,97253,056-3,084-6%$4.4M$4.0M-$384.3K2026-10-19
Portside Wealth Group, LLC
INCREASED49,95849,762+196+0%$4.1M$4.0M-$113.2K2026-10-20
Griffith & Werner, Inc.
INCREASED49,64145,579+4,062+9%$3.8M$4.0M+$206.7K2026-11-04
LMG Wealth Partners, LLC
DECREASED49,57351,286-1,713-3%$4.2M$4.0M-$269.9K2026-11-05
Avior Wealth Management, LLC
DECREASED49,42154,170-4,749-9%$4.5M$4.0M-$520.4K2026-10-13
Alps Advisors Inc
INCREASED49,38545,342+4,043+9%$3.7M$4.0M+$206.2K2026-11-03
Sigma Planning Corp
DECREASED49,35750,675-1,318-3%$4.2M$4.0M-$234.6K2026-10-23
Angeles Wealth Management, LLC
DECREASED49,28050,781-1,501-3%$4.2M$3.9M-$251.7K2026-10-26
Pacifica Partners Inc.
DECREASED48,91349,086-1730%$4.2M$3.9M-$271.6K2026-10-09
Pavion Blue Capital, LLC
DECREASED48,56848,707-1390%$4.1M$3.9M-$178.6K2026-11-05
Nvwm, LLC
DECREASED48,44050,768-2,328-5%$4.2M$3.9M-$317.8K2026-10-14
Focus Financial Network, Inc.
INCREASED48,33347,945+388+1%$4.0M$3.9M-$93.1K2026-10-14
Brookmont Capital Management
DECREASED47,12249,184-2,062-4%$4.1M$3.8M-$292.4K2026-10-23
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED47,02254,322-7,300-13%$4.5M$3.8M-$724.5K2026-10-21
Regions Financial Corp
DECREASED46,93947,583-644-1%$3.9M$3.8M-$174.8K2026-11-05
Evergreen Capital Management LLC
DECREASED46,80547,147-342-1%$3.9M$3.7M-$149.5K2026-10-23
Fideuram Asset Management (Ireland) dac
DECREASED46,54162,243-15,702-25%$5.1M$4.0M-$1.1M2026-10-29
SWS Partners
INCREASED46,45643,645+2,811+6%$3.6M$3.7M+$112.0K2026-10-26
Guardian Partners Inc.
DECREASED46,00846,883-875-2%$3.9M$3.7M-$191.5K2026-10-21
Scott Capital Advisors, LLC
INCREASED45,8623,098+42,764+1380%$256.0K$3.7M+$3.4M2026-10-13
AlphaCore Capital LLC
INCREASED45,84440,206+5,638+14%$3.3M$3.7M+$347.2K2026-11-04
Ascent Group, LLC
DECREASED45,16046,888-1,728-4%$3.9M$3.6M-$259.8K2026-10-30
Parallel Advisors, LLC
INCREASED45,01443,555+1,459+3%$3.6M$3.6M+$4.0K2026-11-03
Valeo Financial Advisors, LLC
DECREASED44,95945,097-1380%$3.7M$3.6M-$127.8K2026-10-08
Triumph Capital Management
INCREASED44,71644,682+34+0%$3.7M$3.6M-$113.0K2026-10-14
Praxis Investment Management Inc
INCREASED44,64639,424+5,222+13%$3.3M$3.6K-$3.3M2026-11-03
Argyle Capital Management, LLC
INCREASED44,27342,998+1,275+3%$3.6M$3.5M-$9.3K2026-10-28
Shayne & Jacobs, LLC
DECREASED43,90544,705-800-2%$3.7M$3.5M-$179.8K2026-10-21
Soltis Investment Advisors LLC
INCREASED43,75539,643+4,112+10%$3.3M$3.5M+$226.5K2026-10-28
Asio Capital, LLC
INCREASED43,59642,740+856+2%$3.5M$3.5M-$42.2K2026-10-19
Oarsman Capital, Inc.
DECREASED43,46146,885-3,424-7%$3.9M$3.5M-$395.5K2026-11-05
Firetrail Investments PTY LTD
DECREASED43,16543,465-300-1%$3.6M$3.5M-$100.9K2026-11-05
Moors & Cabot, Inc.
DECREASED42,98143,063-820%$3.6M$3.4M-$118.1K2026-11-06
Compound Planning, Inc.
INCREASED42,85140,332+2,519+6%$3.3M$3.4M+$97.2K2026-11-05
Integrated Advisors Network LLC
DECREASED42,81343,458-645-1%$3.6M$3.4M-$164.2K2026-10-20
Cidel Asset Management Inc
INCREASED42,68541,427+1,258+3%$3.4M$3.4M-$6.6K2026-10-29
Welch & Forbes LLC
DECREASED42,39544,645-2,250-5%$3.7M$3.4M-$295.7K2026-11-04
Scissortail Wealth Management, LLC
INCREASED41,60239,416+2,186+6%$3.3M$3.3M+$72.9K2026-11-03
Harrell Investment Partners, LLC
INCREASED41,21240,921+291+1%$3.4M$3.3M-$82.7K2026-10-15
Bank of Stockton
DECREASED41,17041,182-120%$3.4M$3.3M-$107.6K2026-10-20
Fisher Asset Management, LLC
INCREASED40,85231,359+9,493+30%$2.6M$3.3M+$678.7K2026-11-06
Capital Investment Advisors, LLC
INCREASED40,41137,381+3,030+8%$3.1M$3.2M+$145.7K2026-10-22
Robertson Stephens Wealth Management, LLC
DECREASED39,87140,539-668-2%$3.4M$3.2M-$158.5K2026-10-16
Markowski Investments
DECREASED39,72344,188-4,465-10%$3.7M$3.2M-$471.9K2026-10-30
Courier Capital LLC
INCREASED39,64431,209+8,435+27%$2.6M$3.2M+$594.3K2026-10-19
Fiduciary Family Office, LLC
INCREASED39,35737,871+1,486+4%$3.1M$3.2M+$20.9K2026-11-04
Perpetual Ltd
INCREASED38,78436,649+2,135+6%$3.0M$3.1M+$76.0K2026-10-13
Capital Investment Advisory Services, LLC
INCREASED37,61231,650+5,962+19%$2.6M$3.0M+$395.5K2026-10-30
Yarbrough Capital, LLC
UNCHANGED37,48537,48500%$3.1M$3.0M-$97.1K2026-10-19
Avestar Capital, LLC
DECREASED37,46438,371-907-2%$3.2M$3.0M-$172.0K2026-10-28
Congress Park Capital LLC
INCREASED37,46136,989+472+1%$3.1M$3.0M-$58.1K2026-10-13
Marks Group Wealth Management, Inc
DECREASED37,43838,680-1,242-3%$3.2M$3.0M-$199.6K2026-11-05
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED37,41835,315+2,103+6%$2.9M$3.0M+$76.9K2026-10-27
Franklin Street Advisors Inc
INCREASED37,15537,150+5+0%$3.1M$3.0M-$95.8K2026-10-13
Trust Asset Management LLC
DECREASED36,97437,062-880%$3.1M$3.0M-$103.0K2026-11-03
Baker Avenue Asset Management, LP
INCREASED36,75935,155+1,604+5%$2.9M$2.9M+$37.3K2026-11-06
Keystone Wealth Services, LLC
INCREASED36,58736,339+248+1%$3.0M$2.9M-$58.6K2026-11-03
GHP Investment Advisors, Inc.
INCREASED36,28335,151+1,132+3%$2.9M$2.9M-$4442026-10-15
Elevation Point Wealth Partners, LLC
DECREASED36,037109,477-73,440-67%$9.0M$2.9M-$6.2M2026-11-05
St. Louis Financial Planners Asset Management, LLC
DECREASED35,63539,955-4,320-11%$3.4M$3.2M-$219.4K2026-10-16
Wolverine Asset Management LLC
INCREASED35,62314,520+21,103+145%$1.2M$2.9M+$1.7M2026-11-02
Capital Investment Counsel, Inc
DECREASED35,60236,240-638-2%$3.0M$2.8M-$144.9K2026-10-20
Prime Capital Investment Advisors, LLC
DECREASED35,50736,686-1,179-3%$3.0M$2.8M-$189.4K2026-10-20
Balance Wealth Partners LLC
DECREASED35,44860,185-24,737-41%$5.0M$2.8M-$2.1M2026-10-27
Myriad Asset Management Advisors LLC
INCREASED35,21525,716+9,499+37%$2.1M$2.8M+$694.0K2026-11-03
Aaron Wealth Advisors LLC
DECREASED35,15537,034-1,879-5%$3.1M$2.8M-$246.3K2026-10-13
Marotta Asset Management
DECREASED35,04935,131-820%$3.0M$2.8M-$213.5K2026-10-02
Triglav Investments, D.O.O.
INCREASED34,90032,300+2,600+8%$2.7M$2.8M+$124.5K2026-11-06
KCM Investment Advisors LLC
DECREASED34,27935,531-1,252-4%$2.9M$2.7M-$192.3K2026-10-27
Stableford Capital II LLC
DECREASED34,19634,415-219-1%$2.8M$2.7M-$106.7K2026-10-09
Deane Retirement Strategies, Inc.
DECREASED33,98034,272-292-1%$2.8M$2.7M-$112.7K2026-10-09
Gibbs Wealth Management
INCREASED33,89931,976+1,923+6%$2.6M$2.7M+$71.1K2026-10-22
Bennett Selby Investments LP
INCREASED33,29133,284+7+0%$2.8M$2.7M-$85.7K2026-10-19
Mine & Arao Wealth Creation & Management, Llc.
INCREASED33,15033,013+137+0%$2.7M$2.7M-$74.5K2026-10-29
Islay Capital Management, LLC
UNCHANGED33,13433,13400%$2.7M$2.7M-$85.8K2026-10-20
CenterBook Partners LP
NEW33,095—+33,095——$2.6M—2026-11-02
Montag A & Associates Inc
INCREASED32,92626,573+6,353+24%$2.2M$2.6M+$439.7K2026-10-29
Moody National Bank Trust Division
DECREASED32,74634,229-1,483-4%$2.8M$2.6M-$207.4K2026-10-06
Sierra Summit Advisors LLC
DECREASED32,64232,665-230%$2.7M$2.6M-$86.4K2026-10-28
Massachusetts Wealth Management
DECREASED32,48733,065-578-2%$2.7M$2.6M-$131.9K2026-10-21
Louisbourg Investments Inc.
INCREASED32,34832,092+256+1%$2.0M$1.9M-$39.5K2026-10-20
Venture Visionary Partners LLC
INCREASED32,32929,896+2,433+8%$2.5M$2.6M+$117.3K2026-10-07
Northside Capital Management, LLC
UNCHANGED32,27332,27300%$2.7M$2.6M-$83.6K2026-10-13
Wilmington Savings Fund Society, FSB
DECREASED32,24732,968-721-2%$2.7M$2.6M-$143.1K2026-10-23
Shrier Wealth Management, LLC
DECREASED32,12432,670-546-2%$2.7M$2.6M-$128.4K2026-10-20
B. Riley Wealth Advisors, Inc.
INCREASED32,09029,524+2,566+9%$2.5M$2.6M+$103.2K2026-10-13
Shepherd Street Advisors LLC
DECREASED31,83832,433-595-2%$2.8M$2.7M-$178.1K2026-10-21
Advocate Group LLC
INCREASED31,73531,581+154+0%$2.6M$2.5M-$69.5K2026-10-19
Cookson Peirce & Co Inc
INCREASED31,71127,376+4,335+16%$2.3M$2.5M+$276.1K2026-10-30
Grimes & Co Wealth Management, LLC
DECREASED31,70136,958-5,257-14%$3.1M$2.5M-$516.6K2026-10-29
Sarasin & Partners LLP
NEW31,631—+31,631——$2.5M—2026-10-13
Frank, Rimerman Advisors LLC
INCREASED31,46430,494+970+3%$2.5M$2.5M-$1.3K2026-10-16
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
INCREASED31,2444,443+26,801+603%$367.2K$2.5M+$2.1M2026-10-22
Caliber Wealth Management, LLC / KS
INCREASED31,03226,945+4,087+15%$2.2M$2.5M+$257.4K2026-11-04
NBT Bank, N.A.
DECREASED30,86631,569-703-2%$2.6M$2.5M-$138.0K2026-10-21
Moneco Advisors, LLC
INCREASED30,80530,651+154+1%$2.5M$2.5M-$67.1K2026-11-05
Shade Tree Advisors LLC
NEW30,790—+30,790——$2.5M—2026-10-22
Dynamic Advisor Solutions LLC
INCREASED30,77029,305+1,465+5%$2.4M$2.5M+$41.4K2026-10-13
Granite Investment Partners, LLC
UNCHANGED30,58730,58700%$2.5M$2.4M-$79.2K2026-11-04
Iams Wealth Management, LLC
DECREASED30,40035,009-4,609-13%$2.9M$2.4M-$459.7K2026-10-15
Acumen Wealth Advisors, LLC
INCREASED30,31830,070+248+1%$2.5M$2.4M-$58.0K2026-11-05
Chicago Capital, LLC
INCREASED30,20530,204+10%$2.5M$2.4M-$78.1K2026-10-13
Mather Group, Llc.
DECREASED30,13130,649-518-2%$2.5M$2.4M-$120.9K2026-10-14
Smith Shellnut Wilson LLC
UNCHANGED30,10630,10600%$2.5M$2.4M-$78.0K2026-10-21
Shelton Wealth Management, LLC
INCREASED30,02029,918+102+0%$2.5M$2.4M-$69.3K2026-10-16
Great Lakes Retirement, Inc.
DECREASED30,01653,971-23,955-44%$4.5M$2.4M-$2.1M2026-10-26
InvesTrust
DECREASED29,97436,665-6,691-18%$3.0M$2.4M-$630.6K2026-10-14
SBI Securities Co., Ltd.
INCREASED29,92729,173+754+3%$2.4M$2.4M-$15.2K2026-10-22
Nilsine Partners, LLC
DECREASED29,78030,323-543-2%$2.5M$2.4M-$122.0K2026-11-02
Neville Rodie & Shaw Inc
UNCHANGED29,60229,60200%$2.4K$2.4K-$772026-10-05
Kingswood Wealth Advisors, LLC
INCREASED29,57728,021+1,556+6%$2.3M$2.4M+$52.0K2026-10-23
Applied Capital LLC
DECREASED29,49729,594-970%$2.4M$2.4M-$84.4K2026-10-07
Premier Path Wealth Partners, LLC
INCREASED29,28428,987+297+1%$2.4M$2.3M-$51.3K2026-10-16
Profund Advisors LLC
INCREASED29,20426,872+2,332+9%$2.2M$2.3M+$117.1K2026-10-29
Argus Investors' Counsel, Inc.
DECREASED29,15129,328-177-1%$2.4M$2.3M-$90.1K2026-10-09
AF Advisors, Inc.
UNCHANGED29,04029,04000%$2.4M$2.3M-$75.2K2026-11-06
Roxbury Financial LLC
INCREASED28,97628,926+50+0%$2.4M$2.3M-$70.9K2026-10-01
Portfolio Design Labs, LLC
INCREASED28,92528,877+48+0%$2.4M$2.3M-$70.9K2026-11-04
AMI Investment Management Inc
INCREASED28,91528,016+899+3%$2.3M$2.3M-$5972026-10-27
Triangle Securities Wealth Management
DECREASED28,87932,176-3,297-10%$2.7M$2.3M-$347.2K2026-10-14
Mystic Asset Management, Inc.
INCREASED28,82528,163+662+2%$2.3M$2.3M-$19.9K2026-10-15
Scott & Selber, Inc.
DECREASED28,77328,806-330%$2.4M$2.3M-$77.3K2026-10-21
EverSource Wealth Advisors, LLC
INCREASED28,70228,424+278+1%$2.3M$2.3M-$51.3K2026-11-04
Bailard, Inc.
INCREASED28,62128,258+363+1%$2.3M$2.3M-$44.1K2026-10-13
Level Four Advisory Services, LLC
INCREASED28,60428,459+145+1%$2.4M$2.3M-$62.1K2026-11-06
Florida Trust Wealth Management Co
DECREASED28,54131,186-2,645-8%$2.6M$2.3M-$292.5K2026-11-05
Revisor Wealth Management LLC
DECREASED28,51529,755-1,240-4%$2.5M$2.3M-$120.9K2026-10-20
Cigna Investments Inc
DECREASED28,32828,834-506-2%$2.4M$2.3K-$2.4M2026-10-19
ZWJ Investment Counsel Inc
DECREASED28,23228,383-151-1%$2.3M$2.3M-$85.6K2026-10-15
Plancorp, LLC
INCREASED28,18421,013+7,171+34%$1.8M$2.4M+$508.3K2026-11-03
Avantra Family Wealth, Inc.
DECREASED28,18031,856-3,676-12%$2.6M$2.3M-$376.8K2026-10-20
Axxcess Wealth Management, LLC
DECREASED27,86057,863-30,003-52%$4.8M$2.2M-$2.6M2026-10-21
Carret Asset Management, LLC
DECREASED27,35527,497-142-1%$2.3M$2.2M-$82.6K2026-11-04
Verdence Capital Advisors LLC
DECREASED27,26043,002-15,742-37%$3.6M$2.2M-$1.4M2026-10-26
Wesbanco Bank Inc
DECREASED27,23030,153-2,923-10%$2.5M$2.2M-$312.1K2026-11-04
Krilogy Financial LLC
INCREASED27,21423,477+3,737+16%$1.9M$2.3M+$327.3K2026-10-13
McKinley Carter Wealth Services, Inc.
INCREASED27,18424,853+2,331+9%$2.1M$2.2M+$122.3K2026-10-16
Simplex Trading, LLC
DECREASED26,80743,709-16,902-39%$3.6M$2.1M-$1.5M2026-11-04
Everett Harris & Co
UNCHANGED26,35726,35700%$2.2M$2.1M-$68.3K2026-10-28
Central Trust Co
DECREASED26,31726,831-514-2%$2.2M$2.1M-$110.6K2026-11-05
Central Pacific Bank - Trust Division
DECREASED26,25826,674-416-2%$2.2M$2.1M-$102.4K2026-10-06
Bison Wealth, LLC
INCREASED26,18119,529+6,652+34%$1.7M$2.2M+$473.6K2026-10-13
YHB Investment Advisors, Inc.
INCREASED26,04525,585+460+2%$2.1M$2.1M-$29.4K2026-10-08
Rossmore Private Capital
INCREASED25,96025,560+400+2%$2.1M$2.1M-$34.2K2026-10-27
Laurel Wealth Advisors LLC
INCREASED25,91025,610+300+1%$2.1M$2.1M-$42.3K2026-10-27
SeaBridge Investment Advisors LLC
INCREASED25,81417,346+8,468+49%$1.4M$2.1M+$632.9K2026-11-02
71 West Capital Partners
INCREASED25,51924,134+1,385+6%$2.0M$2.0M+$48.4K2026-11-04
Pictet Bank & Trust Ltd
DECREASED25,41027,848-2,438-9%$2.3M$2.0M-$267.3K2026-10-21
Greenspring Advisors, LLC
INCREASED25,01612,305+12,711+103%$1.0M$2.0M+$985.7K2026-11-05
Princeton Capital Management LLC
INCREASED24,97724,623+354+1%$2.0M$2.0M-$35.5K2026-10-27
Princeton Global Asset Management LLC
INCREASED24,72724,726+10%$2.0M$2.0M-$64.0K2026-10-21
Welch Group, LLC
DECREASED24,71524,719-40%$2.0M$2.0M-$64.4K2026-10-29
Riverchase Wealth Management, LLC
INCREASED24,69324,222+471+2%$2.0M$2.0M-$25.0K2026-10-28
Aviso Wealth Management
DECREASED24,47425,939-1,465-6%$2.1M$2.0M-$184.6K2026-11-04
Center for Wealth Management Advisory
NEW24,358—+24,358——$1.9M—2026-10-23
Meridian Investment Counsel Inc.
DECREASED24,11824,368-250-1%$2.0M$1.9M-$83.1K2026-10-14
Peoples Bank
DECREASED24,08324,410-327-1%$2.0M$1.9M-$89.4K2026-10-09
Insight Advisors, LLC/ PA
DECREASED24,00224,317-315-1%$2.0M$1.9M-$88.2K2026-10-22
Everhart Financial Group, Inc.
INCREASED23,99623,180+816+4%$1.9M$1.9M+$5.3K2026-10-08
RMR Wealth Builders
NEW23,889—+23,889——$1.9M—2026-10-22
Phoenix Wealth Advisors
DECREASED23,88223,996-1140%$2.0M$1.9M-$71.3K2026-11-03
CWC Advisors, Llc.
INCREASED23,87623,838+38+0%$2.0M$1.9M-$58.7K2026-10-15
Beese Fulmer Investment Management, Inc.
INCREASED23,84419,740+4,104+21%$1.6M$1.9M+$277.4K2026-10-23
Cadinha & Co LLC
UNCHANGED23,80223,80200%$2.0M$1.9M-$61.6K2026-10-22
Aspire Private Capital, LLC
DECREASED23,69824,406-708-3%$2.0M$1.9M-$119.9K2026-11-05
Independent Financial Group, LLC
DECREASED23,65224,711-1,059-4%$2.0M$1.9M-$148.8K2026-10-13
VestGen Advisors, LLC
DECREASED23,65128,821-5,170-18%$2.4M$1.9M-$488.5K2026-10-27
Howard Capital Management, LLC
DECREASED23,58223,842-260-1%$2.0M$1.9M-$82.6K2026-10-16
Hixon Zuercher, LLC
DECREASED23,35427,003-3,649-14%$2.2M$1.9M-$362.1K2026-10-13
Trinity Financial Advisors LLC
DECREASED23,26926,301-3,032-12%$2.2M$1.9M-$310.8K2026-10-09
Citizens National Bank Trust Department
UNCHANGED23,08223,08200%$1.9M$1.8M-$59.8K2026-11-04
Fluent Financial, LLC
NEW23,058—+23,058——$1.8M—2026-10-13
Summit Global Investments
INCREASED23,00613,886+9,120+66%$1.1M$1.8K-$1.1M2026-10-28
Carnegie Investment Counsel
DECREASED22,99423,635-641-3%$2.0M$1.8M-$112.5K2026-10-20
Heritage Family Offices, LLP
DECREASED22,92422,998-740%$1.9M$1.8M-$65.5K2026-11-02
Blue Trust, Inc.
DECREASED22,43726,563-4,126-16%$2.2M$1.8M-$399.1K2026-10-15
CX Institutional
INCREASED22,30618,127+4,179+23%$1.5K$1.8K+$2882026-10-02
First National Bank Sioux Falls
INCREASED22,30113,485+8,816+65%$1.1M$1.8M+$689.5K2026-10-13
Private Trust Co NA
INCREASED22,15021,549+601+3%$1.8M$1.8M-$7.7K2026-10-20
MassMutual Private Wealth & Trust, FSB
DECREASED22,13522,982-847-4%$1.9M$1.8M-$127.3K2026-10-05
Midwest Trust Co
INCREASED22,04919,633+2,416+12%$1.6M$1.8M+$142.6K2026-10-22
American State Bank (Iowa)
INCREASED22,02221,368+654+3%$1.8M$1.8M-$3.0K2026-11-03
Alta Advisers Ltd
INCREASED21,74712,407+9,340+75%$1.0M$1.7M+$715.5K2026-11-02
Pflug Koory, LLC
UNCHANGED21,65721,65700%$1.8M$1.7M-$56.1K2026-10-26
Fulton Bank, N.A.
DECREASED21,64221,736-940%$1.8M$1.7M-$63.8K2026-10-14
Kentucky Farm Bureau Mutual Insurance Co
UNCHANGED21,63421,63400%$1.8M$1.7M-$56.0K2026-11-06
Generali Investments, Management Co LLC
INCREASED21,5546,713+14,841+221%$554.8K$1.7M+$1.2M2026-10-19
True Private Wealth Advisors
DECREASED21,51721,688-171-1%$1.8M$1.7M-$69.8K2026-10-19
Accretive Wealth Partners, LLC
INCREASED21,22520,668+557+3%$1.7M$1.7M-$8.9K2026-11-06
Catherine Avery Investment Management LLC
NEW21,020—+21,020——$1.7M—2026-10-14
Washington Trust Bank
DECREASED20,94620,986-400%$1.7M$1.7M-$57.6K2026-11-03
VCI Wealth Management LLC
DECREASED20,87622,824-1,948-9%$1.9M$1.7M-$215.1K2026-10-29
Burke & Herbert Bank & Trust Co
UNCHANGED20,76620,76600%$1.7M$1.7M-$53.8K2026-11-02
Busey Bank
DECREASED20,60120,957-356-2%$1.7M$1.6M-$82.8K2026-10-26
Graves Light Lenhart Wealth, Inc.
DECREASED20,59120,755-164-1%$1.7M$1.6M-$67.0K2026-10-09
Marin Bay Wealth Advisors, LLC
DECREASED20,49121,074-583-3%$1.7M$1.6M-$101.2K2026-10-28
First Bank & Trust
DECREASED20,35120,535-184-1%$1.7M$1.6M-$67.9K2026-10-19
Gryphon Financial Partners LLC
INCREASED20,33620,109+227+1%$1.7M$1.6M-$33.9K2026-11-04
Conning Inc.
DECREASED20,29320,361-680%$1.7M$1.6M-$58.2K2026-10-27
LS Investment Advisors, LLC
UNCHANGED20,21320,21300%$1.7M$1.6M-$52.4K2026-10-13
NWF Advisory Services Inc.
DECREASED20,12221,571-1,449-7%$1.8M$1.6M-$171.9K2026-10-19
HBK Sorce Advisory LLC
DECREASED20,11223,925-3,813-16%$2.1M$1.7M-$427.9K2026-11-06
Jeppson Wealth Management, LLC
DECREASED20,07220,341-269-1%$1.7M$1.6M-$74.2K2026-10-20
Citadel Investment Advisory, Inc.
INCREASED20,04119,775+266+1%$1.6M$1.6M-$30.0K2026-10-15
Provenance Wealth Advisors, LLC
INCREASED20,010135+19,875+14722%$11.2K$1.6M+$1.6M2026-10-30
Aspiriant, LLC
DECREASED19,84523,728-3,883-16%$2.0M$1.6M-$372.3K2026-10-16
LJI Wealth Management, LLC
DECREASED19,74620,431-685-3%$1.7M$1.6M-$107.8K2026-10-28
Occidental Asset Management, LLC
INCREASED19,6606,760+12,900+191%$558.7K$1.6M+$1.0M2026-11-05
West Branch Capital LLC
DECREASED19,56222,485-2,923-13%$1.9M$1.6M-$292.2K2026-10-20
Leisure Capital Management
DECREASED19,55319,981-428-2%$1.7M$1.6M-$86.0K2026-11-03
Modera Wealth Management, LLC
DECREASED19,46619,880-414-2%$1.6M$1.6M-$84.6K2026-10-28
Rayburn West Financial Services LLC
UNCHANGED19,45019,45000%$1.6M$1.6M-$50.4K2026-11-03
LexAurum Advisors, LLC
DECREASED19,30019,788-488-2%$1.6M$1.5M-$90.3K2026-10-19
Sage Rhino Capital LLC
INCREASED19,27318,393+880+5%$1.5M$1.5M+$22.8K2026-10-28
Aprio Wealth Management, LLC
INCREASED19,24718,188+1,059+6%$1.5M$1.5M+$37.7K2026-10-28
Larson Financial Group LLC
INCREASED19,21617,189+2,027+12%$1.4M$1.5M+$117.7K2026-11-05
Canandaigua National Bank & Trust Co
DECREASED19,20620,730-1,524-7%$1.7M$1.5M-$175.7K2026-10-07
MTM Investment Management, LLC
INCREASED19,18919,173+16+0%$1.6M$1.5M-$48.4K2026-10-30
Supplemental Annuity Collective Trust of NJ
DECREASED19,13419,628-494-3%$1.6M$1.5M-$90.4K2026-11-02
Lighthouse Financial Services Inc
INCREASED19,13218,998+134+1%$1.6M$1.5M-$101.2K2026-11-02
Cypress Wealth Services, LLC
DECREASED19,09720,018-921-5%$1.7M$1.6M-$97.6K2026-10-21
Parsons Capital Management Inc
DECREASED19,05419,204-150-1%$1.6M$1.5M-$61.7K2026-10-28
First Horizon Corp
DECREASED19,03619,382-346-2%$1.6M$1.5M-$77.9K2026-10-26
Jacobi Capital Management LLC
INCREASED19,02719,025+2+0%$1.6M$1.5M-$49.1K2026-11-05
Curated Wealth Partners LLC
INCREASED18,9885,542+13,446+243%$458.0K$1.5M+$1.1M2026-10-15
Breakwater Capital Group
DECREASED18,98819,230-242-1%$1.6M$1.5M-$69.2K2026-10-09
Chicago Trust Co NA
INCREASED18,95518,018+937+5%$1.5M$1.5M+$28.3K2026-10-28
Zions Bancorporation, National Association
INCREASED18,8837,400+11,483+155%$611.5K$1.5M+$900.0K2026-11-06
Crown Wealth Group, LLC
INCREASED18,87818,632+246+1%$1.5M$1.5M-$28.6K2026-10-19
Collar Capital Management, LLC
UNCHANGED18,86718,86700%$1.6M$1.5M-$48.9K2026-10-28
Meridian Wealth Management, LLC
INCREASED18,85418,804+50+0%$1.6M$1.5M-$44.7K2026-11-05
M.E. Allison & Co., Inc.
INCREASED18,78718,785+2+0%$1.6M$1.5M-$48.5K2026-10-09
William B. Walkup & Associates, Inc.
DECREASED18,72318,842-119-1%$1.6M$1.5M-$58.4K2026-11-05
Wealthcare Advisory Partners LLC
INCREASED18,60117,760+841+5%$1.5M$1.5M+$21.3K2026-10-21
Kathmere Capital Management, LLC
INCREASED18,54817,179+1,369+8%$1.4M$1.5M+$65.1K2026-10-20
BLB&B Advisors, LLC
DECREASED18,49319,034-541-3%$1.6M$1.5M-$92.6K2026-10-27
Farmers & Merchants Trust Co of Long Beach
DECREASED18,48918,508-190%$1.5M$1.5M-$49.5K2026-10-22
Lazari Capital Management, Inc.
DECREASED18,48418,523-390%$1.5M$1.5M-$51.1K2026-10-20
Caldwell Trust Co
DECREASED18,47718,677-200-1%$1.5M$1.5M-$64.4K2026-10-30
Turtle Creek Wealth Advisors, LLC
INCREASED18,47014,471+3,999+28%$1.2M$1.5M+$282.6K2026-10-15
Compass Financial Management LLC
INCREASED18,43617,089+1,347+8%$1.4M$1.5M+$39.3K2026-10-30
Investors Asset Management of Georgia Inc
DECREASED18,43619,079-643-3%$1.6M$1.5M-$100.8K2026-10-20
Accurate Wealth Management, LLC
INCREASED18,36214,780+3,582+24%$1.3M$1.5M+$197.0K2026-10-20
TMB Capital Partners, LLC
INCREASED18,35017,955+395+2%$1.5M$1.5M-$14.9K2026-10-20
Sweeney & Michel, LLC
INCREASED18,29918,262+37+0%$1.6M$1.5M-$128.6K2026-10-16
Kennedy Investment Group, Inc.
DECREASED18,21518,806-591-3%$1.6M$1.5M-$96.0K2026-10-21
Machina Capital S.A.S.
DECREASED18,12943,515-25,386-58%$3.6M$1.5M-$2.1M2026-11-05
TritonPoint Partners, LLC
DECREASED18,09954,998-36,899-67%$4.5M$1.4M-$3.1M2026-11-05
Retirement Planning Co of New England, Inc.
DECREASED18,03718,393-356-2%$1.5M$1.4M-$76.1K2026-10-15
1834 Investment Advisors Co
INCREASED17,95216,719+1,233+7%$1.4M$1.4M+$55.4K2026-10-16
AdvisorNet Financial, Inc
INCREASED17,93316,065+1,868+12%$1.3M$1.5M+$123.1K2026-10-15
Themes Management Co LLC
INCREASED17,81711,647+6,170+53%$962.5K$1.4M+$463.7K2026-10-29
Avidian Wealth Enterprises, LLC
INCREASED17,78116,062+1,719+11%$1.3M$1.4M+$96.0K2026-10-08
International Assets Investment Management, LLC
DECREASED17,708264,493-246,785-93%$2.0M$1.4M-$583.0K2026-11-02
Chemistry Wealth Management LLC
DECREASED17,65018,388-738-4%$1.5M$1.4M-$106.7K2026-10-16
Fulcrum Asset Management LLP
NEW17,619—+17,619——$1.4M—2026-11-04
Indivisible Partners
INCREASED17,61115,693+1,918+12%$1.3M$1.4M+$112.9K2026-10-26
Gilpin Wealth Management, LLC
DECREASED17,60817,800-192-1%$1.5M$1.4M-$61.5K2026-10-09
Valtinson Bruner Financial Planning LLC
DECREASED17,60417,728-124-1%$1.5M$1.4M-$55.8K2026-11-02
Pinnacle Wealth Planning Services, Inc.
DECREASED17,54417,799-255-1%$1.5M$1.4M-$66.5K2026-10-27
Providence Wealth Advisors, LLC
DECREASED17,51417,638-124-1%$1.5M$1.4M-$101.9K2026-10-29
Americana Partners, LLC
INCREASED17,51315,167+2,346+15%$1.3M$1.4M+$148.5K2026-10-28
MBL Wealth, LLC
INCREASED17,51212,037+5,475+45%$994.7K$1.4M+$407.1K2026-10-22
Excalibur Management Corp
DECREASED17,49817,671-173-1%$1.5M$1.4M-$59.6K2026-11-02
Boltwood Capital Management
INCREASED17,46517,160+305+2%$1.4M$1.4M-$20.0K2026-10-02
RIA Advisory Group LLC
INCREASED17,36117,358+3+0%$1.4M$1.4M-$44.7K2026-10-15
Dickmeyer Boyce Financial Management, Inc.
DECREASED17,25917,288-290%$1.4M$1.4M-$47.1K2026-10-08
Bernicke Wealth Management, Ltd.
UNCHANGED17,20817,20800%$1.4M$1.4M-$44.6K2026-11-06
Trust Co of Toledo NA
DECREASED17,15318,453-1,300-7%$1.5M$1.4M-$151.9K2026-10-16
Palisade Asset Management, LLC
INCREASED17,03816,837+201+1%$1.4M$1.4M-$27.5K2026-11-03
Concord Wealth Partners
INCREASED16,95116,568+383+2%$1.4M$1.4M-$12.2K2026-11-02
Fiduciary Alliance LLC
DECREASED16,86917,262-393-2%$1.4M$1.4M-$76.2K2026-10-13
Vivid Wealth Management, LLC
INCREASED16,85316,789+64+0%$1.4M$1.3M-$38.3K2026-10-27
North Star Investment Management Corp.
INCREASED16,71816,632+86+1%$1.4M$1.3M-$36.2K2026-10-27
Diligent Investors, LLC
INCREASED16,62316,609+14+0%$1.4M$1.3M-$41.8K2026-10-21
Nicholas Hoffman & Company, Llc.
DECREASED16,44217,207-765-4%$1.4M$1.3M-$105.8K2026-10-30
Peachtree Investment Partners, LLC
INCREASED16,3852,730+13,655+500%$225.6K$1.3M+$1.1M2026-11-05
Parkside Financial Bank & Trust
INCREASED16,31815,048+1,270+8%$1.2M$1.3M+$62.7K2026-10-27
Generali Asset Management SPA SGR
DECREASED16,23316,950-717-4%$1.4M$1.3M-$101.3K2026-10-26
Nova Financial LLC
NEW16,190—+16,190——$1.3M—2026-11-04
Concord Asset Management, LLC
INCREASED16,17515,681+494+3%$1.3M$1.3M-$1.1K2026-11-02
Eastern Bank
INCREASED16,11315,388+725+5%$1.3M$1.3M+$18.2K2026-10-05
Biltmore Family Office, LLC
DECREASED16,07116,075-40%$1.3M$1.3M-$42.0K2026-11-03
M Holdings Securities, Inc.
NEW16,045—+16,045——$1.4K—2026-11-03
Essex Bank
DECREASED15,98816,076-88-1%$1.3M$1.3M-$48.5K2026-10-16
Sentry LLC
UNCHANGED15,97215,97200%$1.3M$1.3M-$41.4K2026-10-30
MFA Wealth Services
DECREASED15,75616,712-956-6%$1.4M$1.3M-$119.8K2026-10-14
LVW Advisors, LLC
INCREASED15,75515,383+372+2%$1.3M$1.3M-$10.1K2026-10-19
PDS Planning, Inc
INCREASED15,67114,211+1,460+10%$1.2M$1.3M+$80.1K2026-11-03
Resonant Capital Advisors, LLC
INCREASED15,52614,682+844+6%$1.2M$1.2M+$29.5K2026-10-15
Koshinski Asset Management, Inc.
INCREASED15,48915,139+350+2%$1.3M$1.2M-$11.2K2026-10-29
Aljian Capital Management, LLC
DECREASED15,46015,576-116-1%$1.3M$1.2M-$49.6K2026-10-28
Eclectic Associates Inc
INCREASED15,39415,124+270+2%$1.2M$1.2M-$17.5K2026-10-09
AMG National Trust Bank
DECREASED15,38415,637-253-2%$1.3M$1.2M-$60.8K2026-11-05
Castle Rock Wealth Management, LLC
INCREASED15,37815,320+58+0%$1.3M$1.3M-$63.2K2026-10-09
Kanawha Capital Management LLC
INCREASED15,33015,296+34+0%$1.3M$1.2M-$36.9K2026-10-19
Cohen Capital Management, Inc.
UNCHANGED15,29115,29100%$1.3M$1.2M-$39.6K2026-10-14
First National Trust Co
DECREASED15,22515,387-162-1%$1.3M$1.2M-$52.8K2026-10-28
MV Capital Management, Inc.
DECREASED15,19315,414-221-1%$1.3M$1.2M-$57.6K2026-10-29
McGlone Suttner Wealth Management, Inc.
INCREASED15,14415,052+92+1%$1.2M$1.2M-$31.6K2026-10-13
1900 Wealth Management LLC
INCREASED15,14312,801+2,342+18%$1.1M$1.2M+$154.3K2026-10-13
Anchyra Partners LLC
INCREASED15,13813,500+1,638+12%$1.1M$1.2M+$96.2K2026-10-13
Northwest Wealth Management, LLC
INCREASED15,13615,115+21+0%$1.2M$1.2M-$37.4K2026-10-30
Mesirow Financial Investment Management, Inc.
INCREASED15,04414,786+258+2%$1.2M$1.2M-$17.7K2026-11-05
Lantz Financial LLC
INCREASED15,00814,912+96+1%$1.2M$1.2M-$31.0K2026-10-15
Fortitude Financial, LLC
NEW15,000—+15,000——$1.2M—2026-10-19
Murphy, Middleton, Hinkle & Parker, Inc.
DECREASED14,93215,351-419-3%$1.3M$1.2M-$73.3K2026-10-15
Lanark Financial, Inc.
DECREASED14,88515,097-212-1%$1.2M$1.2M-$56.1K2026-10-26
Lipe & Dalton
UNCHANGED14,83814,83800%$1.2K$1.2K-$382026-10-15
Unique Wealth Strategies, LLC
UNCHANGED14,82314,82300%$1.2M$1.2M$02026-10-13
Aerodigm Wealth, LLC
DECREASED14,73917,987-3,248-18%$1.5M$1.2M-$306.6K2026-10-16
Lmcg Investments, LLC
DECREASED14,67214,710-380%$1.2M$1.2M-$41.1K2026-10-21
Paradigm Asset Management Co LLC
DECREASED14,65020,550-5,900-29%$1.7M$1.2M-$525.5K2026-11-05
Visionary Wealth Advisors
INCREASED14,63812,739+1,899+15%$1.1M$1.2M+$119.0K2026-11-04
Fragasso Financial Advisors Inc
INCREASED14,61614,489+127+1%$1.2M$1.2M+$23.8K2026-10-13
Catalyst Financial Partners LLC
INCREASED14,61214,111+501+4%$1.2M$1.2M+$3.6K2026-11-06
NLB Skladi, upravljanje premozenja, d.o.o.
INCREASED14,60011,600+3,000+26%$958.6K$1.2M+$210.1K2026-10-22
Penobscot Investment Management Company, Inc.
UNCHANGED14,58714,58700%$1.2M$1.2M-$37.8K2026-10-26
Cutler Investment Counsel LLC
INCREASED14,5568,241+6,315+77%$681.0K$1.2M+$484.2K2026-10-28
Salem Investment Counselors Inc
INCREASED14,55414,359+195+1%$1.2M$1.2M-$21.6K2026-10-13
CWA Asset Management Group, LLC
INCREASED14,53414,499+35+0%$1.2M$1.2M-$34.8K2026-10-19
Whalen Wealth Management Inc.
INCREASED14,52514,396+129+1%$1.2M$1.2M-$27.0K2026-10-08
Davidson Trust Co
DECREASED14,48714,520-330%$1.2M$1.2M-$40.2K2026-10-09
Brucke Financial, Inc.
INCREASED14,47914,029+450+3%$1.2M$1.2M-$3122026-10-23
Nations Financial Group Inc,
DECREASED14,38616,380-1,994-12%$1.4M$1.2M-$202.1K2026-11-05
Quilter Plc
DECREASED14,37114,611-240-2%$1.2M$1.2M-$57.1K2026-10-21
Natural Investments, LLC
INCREASED14,35414,022+332+2%$1.2M$1.1M-$8.9K2026-11-06
Principle Wealth Partners LLC
DECREASED14,34315,296-953-6%$1.3M$1.1M-$115.9K2026-11-02
C2c Wealth Management, LLC
INCREASED14,29914,293+6+0%$1.2M$1.1M-$36.5K2026-10-20
Knuff & Co LLC
UNCHANGED14,29214,29200%$1.2M$1.1M-$37.0K2026-11-06
Diversified Management Inc
INCREASED14,1975,255+8,942+170%$434.3K$1.1M+$702.2K2026-10-08
Boston Trust Walden Corp
INCREASED14,15014,115+35+0%$1.2M$1.1M-$33.8K2026-10-30
Sawyer & Company, Inc
DECREASED13,98514,755-770-5%$1.2M$1.1M-$99.9K2026-10-21
Greenwood Gearhart LLC
INCREASED13,98413,915+69+1%$1.1M$1.1M-$30.5K2026-11-02
Telos Capital Management, Inc.
INCREASED13,98213,956+26+0%$1.2M$1.1M-$34.1K2026-11-02
Harold Davidson & Associates Inc.
DECREASED13,97214,644-672-5%$1.2M$1.1M-$91.8K2026-10-29
Wright Investors Service Inc
DECREASED13,96214,886-924-6%$1.2M$1.1M-$112.5K2026-11-02
Oslo Pensjonsforsikring AS
DECREASED13,95514,620-665-5%$1.2M$1.1M-$91.1K2026-10-15
Trust Co of the South
INCREASED13,9533,621+10,332+285%$299.2K$1.1M+$817.7K2026-10-21
StoneX Group Inc.
NEW13,934—+13,934——$1.1M—2026-11-03
LifeSteps Financial, Inc.
DECREASED13,85113,958-107-1%$1.2M$1.1M-$44.7K2026-10-15
Integrity Alliance, Llc.
INCREASED13,68612,842+844+7%$1.1M$1.1M+$34.3K2026-10-29
Neumann Capital Management, LLC
UNCHANGED13,62213,62200%$1.1M$1.1M-$35.3K2026-10-15
MCF Advisors LLC
INCREASED13,61312,939+674+5%$1.1M$1.1M+$20.4K2026-10-28
Sather Financial Group Inc
INCREASED13,58113,473+108+1%$1.1M$1.1M-$26.3K2026-10-30
China Universal Asset Management Co., Ltd.
INCREASED13,54611,976+1,570+13%$989.7K$1.1M+$100.5K2026-10-28
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED13,52715,493-1,966-13%$1.3M$1.1M-$197.5K2026-10-14
Stackstone Wealth, LLC
NEW13,510—+13,510——$1.1M—2026-10-19
HCR Wealth Advisors
DECREASED13,46113,772-311-2%$1.1M$1.1M-$60.6K2026-10-15
Weatherly Asset Management L. P.
UNCHANGED13,40113,40100%$1.1M$1.1M-$34.7K2026-10-20
Segment Wealth Management, LLC
UNCHANGED13,39213,39200%$1.1M$1.1M-$34.7K2026-10-26
Cyndeo Wealth Partners, LLC
DECREASED13,33514,362-1,027-7%$1.2M$1.1M-$119.4K2026-10-16
Sunpointe, LLC
DECREASED13,31014,790-1,480-10%$1.2M$1.1M-$156.8K2026-10-22
Harbor Investment Advisory, LLC
INCREASED13,25713,037+220+2%$1.1M$1.1M-$16.1K2026-10-13
Csenge Advisory Group
INCREASED13,2018,426+4,775+57%$696.3K$1.1M+$360.5K2026-11-04
Victory Financial Group, LLC
INCREASED13,18311,527+1,656+14%$952.6K$1.1M+$102.6K2026-10-27
Pinnacle Wealth Management Advisory Group, LLC
INCREASED13,15412,580+574+5%$1.0M$1.1M+$13.4K2026-10-23
Klingman & Associates, LLC
INCREASED13,0929,992+3,100+31%$825.7K$1.0M+$222.3K2026-10-20
Murphy Pohlad Asset Management LLC
INCREASED13,08212,917+165+1%$1.1M$1.0M-$20.3K2026-10-22
Moss Adams Wealth Advisors LLC
DECREASED13,08014,681-1,601-11%$1.2M$1.0M-$166.2K2026-10-28
Accredited Investors Inc.
INCREASED13,04812,978+70+1%$1.1M$1.0M-$28.0K2026-11-03
Prudent Man Advisors, LLC
DECREASED13,03313,840-807-6%$1.1M$1.0M-$100.4K2026-11-03
Carson Advisory Inc.
INCREASED13,02312,781+242+2%$1.1M$1.0M-$13.7K2026-11-06
Sterling Capital Management LLC
DECREASED13,00315,215-2,212-15%$1.3M$1.0M-$216.5K2026-10-22
Carnegie Lake Advisors LLC
UNCHANGED12,94112,94100%$1.1M$1.0M-$33.5K2026-11-06
Shakespeare Wealth Management, LLC
NEW12,889—+12,889——$1.0M—2026-10-28
Park National Corp
DECREASED12,86412,930-66-1%$1.1M$1.0M-$38.8K2026-10-05
Hedges Asset Management LLC
DECREASED12,75015,500-2,750-18%$1.3M$1.0M-$260.3K2026-10-29
First Interstate Bank
DECREASED12,75013,084-334-3%$1.1M$1.0M-$60.6K2026-10-23
Cascade Investment Advisors, Inc.
UNCHANGED12,74712,74700%$1.1M$1.0M-$33.0K2026-11-02
Matauro, LLC
INCREASED12,7343,287+9,447+287%$271.6K$1.0M+$747.7K2026-11-03
Founders Financial Securities LLC
INCREASED12,71812,715+3+0%$1.1M$1.0M-$32.7K2026-10-28
MeadowBrook Investment Advisors LLC
DECREASED12,69812,928-230-2%$1.1M$1.1M-$14.3K2026-10-29
Mountain Pacific Investment Advisers LLC
INCREASED12,56212,378+184+1%$1.0M$1.0M-$17.3K2026-10-29
Platform Technology Partners
INCREASED12,55111,943+608+5%$986.9K$1.0M+$17.7K2026-11-02
Hennion & Walsh Asset Management, Inc.
INCREASED12,49311,029+1,464+13%$911.4K$1.0M+$88.6K2026-10-13
Promethium Advisors,llc
DECREASED12,47012,507-370%$1.0M$998.2K-$35.4K2026-10-19
Fiduciary Financial Group, LLC
DECREASED12,46613,903-1,437-10%$1.1M$997.9K-$151.0K2026-10-13
Hilltop National Bank
DECREASED12,40916,874-4,465-26%$1.4M$993.3K-$401.1K2026-10-14
Personal CFO Solutions, LLC
DECREASED12,38814,272-1,884-13%$1.2M$991.7K-$187.8K2026-11-06
Clear Harbor Asset Management, LLC
DECREASED12,31417,554-5,240-30%$1.5M$985.7K-$464.9K2026-11-05
New England Research & Management, Inc.
DECREASED12,10213,927-1,825-13%$1.2M$968.8K-$182.2K2026-10-16
S.A. Mason LLC
UNCHANGED12,07212,07200%$997.6K$966.4K-$31.3K2026-10-13
Claro Advisors Inc.
INCREASED12,0509,544+2,506+26%$788.7K$964.6K+$175.9K2026-11-02
Hardin Capital Partners, LLC
DECREASED12,03712,093-560%$1.0M$963.6K-$39.5K2026-10-09
Childress Capital Advisors, LLC
INCREASED11,95311,062+891+8%$914.1K$956.8K+$42.7K2026-10-28
VUB Generali dochodkova spravcovska spolocnost, a.s.
UNCHANGED11,89711,89700%$983.2K$952.4K-$30.8K2026-10-26
Elevatus Welath Management
INCREASED11,8248,522+3,302+39%$704.3K$946.5K+$242.2K2026-10-19
Facet Wealth, Inc.
INCREASED11,7758,667+3,108+36%$716.2K$942.6K+$226.3K2026-11-04
WP Advisors, LLC
INCREASED11,76611,700+66+1%$966.9K$941.9K-$25.0K2026-10-22
Physician Wealth Advisors, Inc.
INCREASED11,74910,941+808+7%$904.2K$940.5K+$36.3K2026-10-20
Landmark Wealth Management, LLC
UNCHANGED11,62711,62700%$960.9K$930.8K-$30.1K2026-11-03
Washington Trust Co
DECREASED11,59711,660-63-1%$963.5K$928.3K-$35.2K2026-10-22
Masterinvest Kapitalanlage GmbH
UNCHANGED11,58911,58900%$957.7K$927.7K-$30.0K2026-11-03
WealthPlan Investment Management, LLC
INCREASED11,57511,531+44+0%$952.9K$926.6K-$26.4K2026-10-15
Evansbrook LLC
INCREASED11,57411,543+31+0%$953.9K$926.5K-$27.4K2026-10-16
Pinnacle Bancorp, Inc.
DECREASED11,53623,185-11,649-50%$1.9M$923.4K-$992.6K2026-10-21
Syverson Strege & Co
DECREASED11,50811,656-148-1%$963.2K$921.2K-$42.0K2026-11-02
Correct Capital Wealth Management
UNCHANGED11,48611,48600%$949.2K$919.5K-$29.8K2026-11-02
Richwood Investment Advisors, LLC
DECREASED11,46411,864-400-3%$980.4K$917.7K-$62.7K2026-10-30
Deseret Mutual Benefit Administrators
DECREASED11,43011,989-559-5%$990.8K$915.0K-$75.8K2026-11-04
Uptick Partners, LLC
INCREASED11,42810,185+1,243+12%$841.7K$914.8K+$73.1K2026-11-04
Zega Investments, LLC
INCREASED11,4137,713+3,700+48%$637.4K$913.6K+$276.2K2026-11-04
SAX Wealth Advisors, LLC
INCREASED11,3415,871+5,470+93%$467.4K$907.8K+$440.4K2026-10-13
Obermeyer Wealth Partners
UNCHANGED11,34011,34000%$937.1K$907.8K-$29.4K2026-10-21
Royal Fund Management, LLC
INCREASED11,3119,971+1,340+13%$824.0K$905.5K+$81.4K2026-10-22
Abel Hall, LLC
INCREASED11,3069,611+1,695+18%$794.3K$905.0K+$110.8K2026-10-19
Ridgecrest Wealth Partners, LLC
DECREASED11,30012,850-1,550-12%$1.1M$904.6K-$157.4K2026-10-19
Focused Wealth Management, Inc
DECREASED11,28511,675-390-3%$964.8K$903.4K-$61.5K2026-10-30
Winebrenner Capital Management LLC
UNCHANGED11,28311,28300%$932.4K$903.2K-$29.2K2026-10-07
Sky Investment Group LLC
INCREASED11,2807,180+4,100+57%$593.4K$903.0K+$309.6K2026-10-30
BIP Wealth, LLC
INCREASED11,26211,054+208+2%$913.5K$901.5K-$12.0K2026-10-22
Cornerstone Wealth Management, LLC
DECREASED11,24311,680-437-4%$965.3K$900.0K-$65.2K2026-11-04
NBZ Investment Advisors LLC
UNCHANGED11,23411,23400%$928.4K$899.3K-$29.1K2026-10-30
Monument Capital Management
DECREASED11,22711,653-426-4%$963.0K$898.7K-$64.3K2026-10-09
Private Management Group Inc
INCREASED11,20211,150+52+0%$921.4K$896.7K-$24.7K2026-11-04
Cromwell Holdings LLC
UNCHANGED11,17111,17100%$923.2K$894.2K-$28.9K2026-10-28
Axxion S.A.
INCREASED11,16510,465+700+7%$864.8K$893.8K+$28.9K2026-10-22
StoneRidge PMG Advisors, LLC
NEW11,136—+11,136——$891—2026-11-04
Candriam S.C.A.
UNCHANGED11,08411,08400%$915.1K$890.5K-$24.6K2026-11-03
SYM Financial Corp
DECREASED11,08311,096-130%$917.0K$887.2K-$29.8K2026-10-26
Cornerstone Wealth Group, LLC
INCREASED11,07310,233+840+8%$845.7K$886.4K+$40.7K2026-11-02
Signature Estate & Investment Advisors LLC
INCREASED11,07210,954+118+1%$906.6K$886.3K-$20.3K2026-10-13
Hohimer Wealth Management, LLC
INCREASED11,02411,020+4+0%$910.7K$882.5K-$28.2K2026-11-04
Family Legacy, Inc.
INCREASED11,00310,837+166+2%$895.6K$880.8K-$14.8K2026-10-13
Bayban
UNCHANGED10,98610,98600%$907.9K$907.9K$02026-11-05
Raleigh Capital Management Inc.
DECREASED10,98412,182-1,198-10%$1.0M$879.3K-$127.4K2026-10-28
Dumont & Blake Investment Advisors LLC
INCREASED10,98110,884+97+1%$899.4K$879.0K-$20.4K2026-10-28
Strategic Blueprint, LLC
DECREASED10,95411,030-76-1%$911.5K$876.9K-$34.6K2026-10-22
Greatmark Investment Partners, Inc.
DECREASED10,95311,003-500%$909.3K$876.8K-$32.5K2026-10-28
Manske Wealth Management
INCREASED10,92110,582+339+3%$874.5K$874.2K-$2692026-10-26
PFW Advisors LLC
INCREASED10,91810,782+136+1%$891.0K$874.0K-$17.0K2026-10-07
Kentucky Trust Co
DECREASED10,87511,175-300-3%$923.5K$870.5K-$53.0K2026-10-15
Buck Wealth Strategies, LLC
DECREASED10,87211,037-165-1%$912.1K$870.3K-$41.8K2026-10-28
Fermata Advisors, LLC
INCREASED10,86010,124+736+7%$836.7K$869.3K+$32.7K2026-10-13
Advisor OS, LLC
INCREASED10,8538,967+1,886+21%$741.0K$868.8K+$127.8K2026-11-03
Pacific Center for Financial Services
INCREASED10,85010,848+2+0%$896.5K$868.5K-$27.9K2026-10-15
Golden Reserve Retirement LLC
INCREASED10,8187,909+2,909+37%$653.6K$865.9K+$212.3K2026-11-02
Root Financial Partners, LLC
INCREASED10,7908,445+2,345+28%$697.9K$863.8K+$165.8K2026-10-21
Avantax Planning Partners, Inc.
DECREASED10,77411,555-781-7%$954.9K$862.5K-$92.4K2026-11-03
Opinicus Capital, Inc.
DECREASED10,76110,912-151-1%$901.7K$861.4K-$40.3K2026-10-28
Alliance Wealth Advisors, LLC
DECREASED10,75610,796-400%$892.2K$861.0K-$31.2K2026-10-14
IVC Wealth Advisors LLC
INCREASED10,74410,658+86+1%$880.8K$860.0K-$20.7K2026-10-23
Scratch Capital LLC
DECREASED10,73511,029-294-3%$911.4K$859.3K-$52.1K2026-11-02
Keudell ison Wealth Management
DECREASED10,70212,030-1,328-11%$994.2K$856.7K-$137.5K2026-10-16
Axiom Investment Management LLC
INCREASED10,6268,626+2,000+23%$712.8K$850.5K+$137.8K2026-11-03
Flagstone Financial Management
DECREASED10,60410,746-142-1%$888.1K$848.9K-$39.2K2026-11-05
Larry Mathis Financial Planning, LLC
DECREASED10,54811,091-543-5%$916.6K$844.4K-$72.2K2026-10-26
Intelligence Driven Advisers, LLC
DECREASED10,53010,552-220%$872.0K$842.9K-$29.1K2026-10-09
SummerHaven Investment Management, LLC
NEW10,493—+10,493——$840.0K—2026-10-19
Aspen Investment Management Inc
DECREASED10,48310,738-255-2%$887$839-$482026-11-05
Advisortrust Partners, LLC
INCREASED10,4358,232+2,203+27%$680.3K$835.3K+$155.0K2026-11-02
Rockland Trust Co
DECREASED10,42911,059-630-6%$913.9K$834.8K-$79.1K2026-10-05
Trust Co of Vermont
INCREASED10,38810,126+262+3%$836.8K$831.6K-$5.3K2026-10-21
First City Capital Management, Inc.
DECREASED10,38610,686-300-3%$883.1K$831.4K-$51.7K2026-10-27
Wealth Science Advisors LLC
DECREASED10,37011,993-1,623-14%$991.1K$830.1K-$161.0K2026-10-09
SmartHarvest Portfolios, LLC
DECREASED10,36811,969-1,601-13%$989.1K$829.9K-$159.2K2026-10-26
McAdam, LLC
INCREASED10,3649,723+641+7%$803.5K$829.6K+$26.2K2026-10-21
Woodmont Investment Counsel LLC
INCREASED10,33810,238+100+1%$846.1K$827.6K-$18.5K2026-10-29
Burton Enright Welch
INCREASED10,2837,601+2,682+35%$628.2K$823.1K+$194.9K2026-11-04
J. Safra Sarasin Holding AG
UNCHANGED10,26510,26500%$817.2K$817.2K$02026-10-26
Westover Capital Advisors, LLC
UNCHANGED10,24710,24700%$846.8K$820.3K-$26.5K2026-10-26
Triad Wealth Partners, LLC
DECREASED10,18810,427-239-2%$916.4K$815.5K-$100.9K2026-10-26
Montecito Bank & Trust
DECREASED10,17910,237-58-1%$846.0K$814.8K-$31.2K2026-10-01
Ashton Thomas Securities, LLC
INCREASED10,1379,215+922+10%$748.6K$811.5K+$62.9K2026-10-26
Steele Capital Management, Inc.
NEW10,125—+10,125——$810.5K—2026-11-02
Pittenger & Anderson Inc
INCREASED10,1101,188+8,922+751%$98.2K$809.3K+$711.1K2026-11-02
Creekside Partners
INCREASED10,1019,537+564+6%$788.1K$808.6K+$20.4K2026-11-04
Peoples Financial Services Corp.
DECREASED10,09010,252-162-2%$847.1K$807.7K-$39.4K2026-10-20
Confluence Wealth Services, Inc.
INCREASED10,0749,116+958+11%$753.3K$806.4K+$53.1K2026-11-05
Quadrant Private Wealth Management, LLC
NEW10,073—+10,073——$806.3K—2026-11-04
Forvis Mazars Wealth Advisors, LLC
DECREASED10,01510,870-855-8%$898.3K$801.7K-$96.6K2026-10-13
Avanza Fonder AB
UNCHANGED9,9619,96100%$823.2K$797.4K-$25.8K2026-10-13
Arista Wealth Management, LLC
DECREASED9,88315,791-5,908-37%$1.3M$791.1K-$513.9K2026-10-29
Stockman Wealth Management, Inc.
INCREASED9,8638,439+1,424+17%$697.4K$789.5K+$92.1K2026-10-27
Weaver Capital Management LLC
DECREASED9,8439,961-118-1%$793.0K$787.9K-$5.0K2026-10-15
Interchange Capital Partners, LLC
INCREASED9,8289,334+494+5%$771.4K$786.7K+$15.3K2026-10-28
180 Wealth Advisors, LLC
INCREASED9,8249,731+93+1%$804.2K$786.4K-$17.8K2026-11-03
Diversified Enterprises, LLC
INCREASED9,8239,593+230+2%$792.8K$786.3K-$6.5K2026-10-19
Spire Wealth Management
DECREASED9,78210,747-965-9%$888.1K$783.1K-$105.0K2026-10-30
Regent Peak Wealth Advisors LLC
INCREASED9,7805,807+3,973+68%$479.9K$782.9K+$303.0K2026-10-13
Thrive Wealth Management, LLC
DECREASED9,7629,884-122-1%$816.8K$781.5K-$35.3K2026-10-13
AGF Management LTD
INCREASED9,7189,593+125+1%$792.8K$777.9K-$14.8K2026-11-03
G&S Capital LLC
INCREASED9,6639,662+1+0%$798.5K$773.5K-$25.0K2026-10-23
Boit C F David
UNCHANGED9,6609,66000%$798.3K$773.3K-$25.0K2026-10-29
Bernardo Wealth Planning LLC
INCREASED9,6564,706+4,950+105%$388.9K$773.0K+$384.1K2026-10-23
Entruity Wealth, LLC
DECREASED9,64110,003-362-4%$826.7K$771.8K-$54.9K2026-11-06
VAN Strum & Towne Inc.
DECREASED9,5759,621-460%$795.1K$766.5K-$28.6K2026-11-06
West Bancorporation Inc
UNCHANGED9,5559,55500%$789.6K$764.9K-$24.7K2026-10-29
Ascentis Independent Advisors
INCREASED9,544203+9,341+4601%$16.8K$764.3K+$747.5K2026-11-03
Perennial Advisors, LLC
INCREASED9,4889,484+4+0%$783.7K$759.5K-$24.3K2026-10-13
Steph & Co
UNCHANGED9,4889,48800%$784.1K$759.5K-$24.6K2026-10-07
Smith Thornton Advisors LLC
DECREASED9,4729,478-60%$830.9K$758.2K-$72.7K2026-10-16
Income Insurance Ltd
DECREASED9,4709,870-400-4%$815.7K$758.1K-$57.6K2026-10-21
First Heartland Consultants, Inc.
INCREASED9,4079,166+241+3%$757.4K$753.0K-$4.4K2026-10-08
Lodestar Private Asset Management LLC
DECREASED9,40512,419-3,014-24%$1.0M$752.9K-$273.4K2026-10-26
Investment Research Partners LLC
INCREASED9,3378,592+745+9%$710.0K$747.4K+$37.4K2026-10-19
SeaCrest Wealth Management, LLC
DECREASED9,3089,467-159-2%$782.4K$745.1K-$37.2K2026-10-21
QTR Family Wealth, LLC
DECREASED9,22010,679-1,459-14%$882.5K$738.1K-$144.4K2026-11-02
Versant Capital Management, Inc
INCREASED9,2137,009+2,204+31%$579.2K$737.5K+$158.3K2026-10-02
Baker Tilly Wealth Management, LLC
DECREASED9,19610,107-911-9%$835.2K$736.1K-$99.1K2026-10-05
Tucker Asset Management LLC
INCREASED9,1916,395+2,796+44%$528.5K$735.8K+$207.3K2026-10-29
Quadcap Wealth Management, LLC
DECREASED9,1829,722-540-6%$803.4K$735.0K-$68.4K2026-11-02
Jacobs & Co
UNCHANGED9,1629,16200%$757$733-$242026-10-09
Everest Financial Group LLC
INCREASED9,1368,743+393+5%$722.5K$731.4K+$8.9K2026-11-06
Tctc Holdings, LLC
INCREASED9,1219,103+18+0%$752.3K$730.1K-$22.1K2026-11-02
Cape Investment Advisory, Inc.
DECREASED9,0659,205-140-2%$760.7K$725.7K-$35.0K2026-10-13
True Freedom Investing, LLC
NEW9,062—+9,062——$725.4K—2026-10-29
First Financial Bank - Trust Division
DECREASED9,03717,824-8,787-49%$1.5M$723.4K-$749.6K2026-10-01
Regatta Capital Group, LLC
INCREASED9,0298,454+575+7%$698.7K$722.7K+$24.1K2026-10-23
Pinkerton Wealth, LLC
NEW8,966—+8,966——$717.7K—2026-10-29
Cache Advisors, LLC
INCREASED8,9577,100+1,857+26%$586.7K$717.0K+$130.3K2026-10-16
Tower Trust & Investment Co
UNCHANGED8,9088,90800%$736.1K$713.1K-$23.0K2026-10-28
Elevated Private Wealth, LLC
DECREASED8,8849,387-503-5%$775.7K$711.2K-$64.6K2026-10-15
Walled Lake Planning & Wealth Management, LLC
UNCHANGED8,8828,88200%$734.0K$711.0K-$23.0K2026-10-29
Appleton Partners Inc
DECREASED8,8799,017-138-2%$745.0K$711-$744.3K2026-10-30
55 North Private Wealth, LLC
INCREASED8,8658,125+740+9%$671.4K$709.6K+$38.2K2026-10-20
V-Square Quantitative Management LLC
INCREASED8,8628,520+342+4%$704.1K$709.4K+$5.3K2026-10-15
W.G. Shaheen & Associates DBA Whitney & Co
INCREASED8,8438,565+278+3%$707.8K$707.9K+$702026-11-03
Prentice Wealth Management LLC
DECREASED8,8399,259-420-5%$765.2K$707.6K-$57.6K2026-10-20
FSM Wealth Advisors, LLC
DECREASED8,8358,936-101-1%$738.5K$724.7K-$13.8K2026-10-27
Cornerstone Advisory, LLC
INCREASED8,8198,544+275+3%$706.0K$705.9K-$1142026-11-06
Sheets Smith Wealth Management
INCREASED8,7838,773+10+0%$725.0K$703.1K-$21.9K2026-10-16
Verus Wealth Management, LLC
NEW8,770—+8,770——$702.0K—2026-10-13
Annex Advisory Services, LLC
INCREASED8,7657,330+1,435+20%$605.8K$701.7K+$95.9K2026-10-16
Jnba Financial Advisors
INCREASED8,7628,314+448+5%$687.1K$701.4K+$14.3K2026-11-03
North Forty Two & Co.
DECREASED8,7088,808-100-1%$727.9K$697.1K-$30.8K2026-10-19
CoreCap Advisors, LLC
DECREASED8,6968,935-239-3%$738.4K$696.2K-$42.3K2026-10-08
Lauterbach Financial Advisors, LLC
INCREASED8,6918,643+48+1%$714.3K$695.7K-$18.6K2026-10-21
Hudock, Inc.
INCREASED8,6828,680+2+0%$717.4K$695.0K-$22.4K2026-10-14
XML Financial, LLC
DECREASED8,6378,725-88-1%$721.1K$691.4K-$29.7K2026-10-29
Studio Investment Management LLC
DECREASED8,6319,429-798-8%$779.2K$690.9K-$88.3K2026-10-22
Manchester Capital Management LLC
DECREASED8,6178,695-78-1%$718.6K$689.8K-$28.8K2026-10-22
Lebenthal Global Advisors, LLC
DECREASED8,61510,865-2,250-21%$897.9K$689.6K-$208.2K2026-10-28
Auctus Advisors LLC
DECREASED8,59312,724-4,131-32%$1.1M$687.9K-$363.6K2026-10-23
Valmark Advisers, Inc.
DECREASED8,5899,356-767-8%$773.2K$687.5K-$85.7K2026-11-06
Partners Wealth Management, LLC
INCREASED8,5494,417+4,132+94%$365.0K$684.4K+$319.4K2026-10-28
Asahi Life Asset Management Co., Ltd.
DECREASED8,5188,979-461-5%$742.0K$681.9K-$60.2K2026-11-06
PW Nova Financial Services LLC
DECREASED8,48612,300-3,814-31%$1.0M$679.3K-$337.2K2026-10-15
First Fiduciary Investment Counsel, Inc.
DECREASED8,47010,070-1,600-16%$832.0K$678-$831.3K2026-10-27
Sendero Wealth Management, LLC
DECREASED8,4649,661-1,197-12%$798.4K$677.5K-$120.8K2026-10-14
Agate Pass Investment Management, LLC
NEW8,407—+8,407——$673.0K—2026-10-20
Bedel Financial Consulting, Inc.
INCREASED8,3928,135+257+3%$672.2K$671.7K-$5032026-11-06
Evermay Wealth Management LLC
DECREASED8,3818,454-73-1%$698.6K$670.9K-$27.7K2026-11-05
Northbridge Financial Group, LLC
DECREASED8,3778,440-63-1%$697.5K$682.8K-$14.7K2026-11-05
Patten & Patten Inc
DECREASED8,3468,826-480-5%$729.4K$668.1K-$61.3K2026-10-26
Hamilton Point Investment Advisors, LLC
INCREASED8,3251,968+6,357+323%$162.6K$666.4K+$503.8K2026-11-03
Advisors Management Group Inc
INCREASED8,3137,551+762+10%$624.0K$665-$623.3K2026-11-05
Magnus Financial Group LLC
INCREASED8,3096,872+1,437+21%$567.9K$665.1K+$97.2K2026-10-21
Compagnie Lombard Odier SCmA
INCREASED8,3006,000+2,300+38%$495.8K$664.4K+$168.6K2026-11-04
Key Client Fiduciary Advisors, LLC
INCREASED8,2838,255+28+0%$682.2K$663.1K-$19.1K2026-10-19
Howard Bailey Securities, LLC
DECREASED8,2758,332-57-1%$688.6K$662.4K-$26.1K2026-10-27
Baron Wealth Management LLC
INCREASED8,2728,040+232+3%$664.4K$662.1K-$2.3K2026-10-27
Benchmark Financial Wealth Advisors, LLC
INCREASED8,2568,043+213+3%$664.7K$660.9K-$3.8K2026-10-20
Valley National Advisers Inc
DECREASED8,2419,711-1,470-15%$802.5K$659.7K-$142.9K2026-10-23
Sepio Capital, LP
DECREASED8,19711,216-3,019-27%$926.9K$656.2K-$270.7K2026-10-22
Riverbend Wealth Management, LLC
INCREASED8,1567,887+269+3%$651.8K$652.9K+$1.1K2026-10-15
Harmony Asset Management LLC
DECREASED8,14811,157-3,009-27%$922.1K$652.2K-$269.8K2026-10-20
Pines Wealth Management, LLC
DECREASED8,1228,650-528-6%$714.8K$650.2K-$64.7K2026-10-21
SilverOak Wealth Management LLC
DECREASED8,1088,142-340%$672.9K$649.0K-$23.8K2026-10-29
Crusonia Wealth Advisors LLC
DECREASED8,0778,133-56-1%$672.1K$646.6K-$25.5K2026-10-26
Wealth Architects, LLC
INCREASED8,0477,928+119+2%$655.2K$644.2K-$11.1K2026-11-03
Allen Capital Group, LLC
INCREASED8,0266,926+1,100+16%$572.4K$642.5K+$70.1K2026-10-27
Bryn Mawr Trust Advisors, LLC
INCREASED8,0177,958+59+1%$657.6K$641.8K-$15.8K2026-11-04
Bingham Private Wealth, LLC
DECREASED8,0058,296-291-4%$685.6K$640.8K-$44.8K2026-11-05
Capital Advantage, Inc.
UNCHANGED8,0058,00500%$661.5K$640.8K-$20.7K2026-10-14
Northeast Investment Management
UNCHANGED7,9997,99900%$661.0K$640.3K-$20.7K2026-10-30
Equitable Trust Co
DECREASED7,9938,206-213-3%$678.1K$639.8K-$38.3K2026-10-13
Y.D. More Investments Ltd
INCREASED7,9801,969+6,011+305%$162.7K$638.8K+$476.1K2026-11-02
Split Creek LLC DBA Split Creek Capital LLC
UNCHANGED7,9607,96000%$657.8K$637.2K-$20.6K2026-11-02
Kagan Cocozza Asset Management
DECREASED7,9067,918-120%$654.3K$632.9K-$21.5K2026-10-19
WMS Group LLC
NEW7,900—+7,900——$632.4K—2026-11-06
Hardy Reed LLC
INCREASED7,8797,584+295+4%$626.7K$630.7K+$4.0K2026-11-06
Virtue Asset Management LLC
UNCHANGED7,8797,87900%$651.2K$630.7K-$20.4K2026-10-21
Monarch Capital Management Inc
UNCHANGED7,8347,83400%$647.4K$627.1K-$20.3K2026-10-19
Eagle Global Advisors LLC
DECREASED7,8307,865-350%$650.0K$626.8K-$23.2K2026-11-02
Financial Insights, Inc.
DECREASED7,8238,055-232-3%$665.7K$626.2K-$39.4K2026-10-27
Altfest L J & Co Inc
INCREASED7,8207,808+12+0%$645.2K$626.0K-$19.2K2026-10-27
Willow Creek Wealth Management Inc.
INCREASED7,8157,813+2+0%$645.7K$625.6K-$20.1K2026-10-26
Secure Asset Management, LLC
DECREASED7,7818,160-379-5%$674.4K$622.9K-$51.5K2026-10-19
StoryOne LLC
INCREASED7,7163,766+3,950+105%$311.2K$617.7K+$306.4K2026-10-13
Plan A Wealth LLC
DECREASED7,6807,682-20%$634.8K$614.8K-$20.1K2026-10-08
Souders Financial Advisors
DECREASED7,6727,985-313-4%$659.9K$614.1K-$45.8K2026-11-03
Weaver Consulting Group
INCREASED7,6357,464+171+2%$616.8K$611.2K-$5.6K2026-10-07
Forum Financial Management, LP
DECREASED7,61616,241-8,625-53%$1.3M$609.7K-$732.5K2026-10-16
Generali Investments Towarzystwo Funduszy Inwestycyjnych
UNCHANGED7,6007,60000%$628.1K$608.4K-$19.7K2026-11-06
Winthrop Capital Management, LLC
UNCHANGED7,5407,54000%$623.0K$603.6K-$19.4K2026-11-05
Legacy Capital Wealth Partners, LLC
DECREASED7,5189,465-1,947-21%$782.2K$601.9K-$180.4K2026-10-21
Tarbox Family Office, Inc.
DECREASED7,5098,371-862-10%$691.8K$601.1K-$90.7K2026-10-23
Ibex Wealth Advisors
INCREASED7,4916,934+557+8%$573.0K$599.6K+$26.6K2026-11-06
Douglas Lane & Associates, LLC
DECREASED7,4807,570-90-1%$625.6K$598.8K-$26.8K2026-10-09
Virtue Capital Management, LLC
INCREASED7,4626,860+602+9%$566.9K$597.3K+$30.5K2026-10-29
MSH Capital Advisors LLC
INCREASED7,4606,904+556+8%$570.5K$597.2K+$26.7K2026-11-03
Earned Wealth Advisors, LLC
INCREASED7,4447,006+438+6%$579.0K$595.9K+$16.9K2026-11-06
Global Assets Advisory, LLC
INCREASED7,4447,443+1+0%$638.0K$608.2K-$29.8K2026-10-28
Connecticut Wealth Management, LLC
UNCHANGED7,4027,40200%$611.7K$592.6K-$19.1K2026-10-13
First Premier Bank
DECREASED7,4019,357-1,956-21%$773$592-$1812026-10-13
Atala Financial Inc
UNCHANGED7,3947,39400%$611.0K$591.9K-$19.2K2026-10-22
Heritage Investment Group, Inc.
DECREASED7,3927,397-50%$611.3K$591.7K-$19.6K2026-11-03
Tradewinds Capital Management, LLC
UNCHANGED7,3617,36100%$608.3K$589.3K-$19.1K2026-10-23
Bull Oak Capital, LLC
UNCHANGED7,3597,35900%$608.1K$589.1K-$19.1K2026-10-23
Verum Partners LLC
INCREASED7,3427,290+52+1%$602.4K$587.8K-$14.6K2026-10-21
E&G Advisors, LLC
UNCHANGED7,3377,33700%$606.3K$587.3K-$19.0K2026-10-13
Pacifica Capital Investments, LLC
UNCHANGED7,3357,33500%$606.2K$587.2K-$19.0K2026-11-05
Radnor Capital Management, LLC
DECREASED7,3267,526-200-3%$621.9K$586.4K-$35.5K2026-10-23
L. Roy Papp & Associates, LLP
UNCHANGED7,3107,31000%$604.1K$585.2K-$18.9K2026-10-21
DKM Wealth Management, Inc.
UNCHANGED7,2937,29300%$602.7K$583.8K-$18.9K2026-10-09
First Command Advisory Services, Inc.
INCREASED7,2875,418+1,869+35%$447.7K$583.3K+$135.6K2026-11-05
Inscription Capital, LLC
DECREASED7,2859,653-2,368-25%$797.8K$583.2K-$214.6K2026-11-02
Parr Mcknight Wealth Management Group, LLC
UNCHANGED7,2657,26500%$600.4K$581.6K-$18.8K2026-10-30
Summit Asset Management, LLC
DECREASED7,2437,799-556-7%$644.5K$579.8K-$64.7K2026-11-05
Mengis Capital Management, Inc.
INCREASED7,2297,225+4+0%$597.1K$578.7K-$18.4K2026-10-13
Lakeside Advisors, Inc.
INCREASED7,2257,125+100+1%$588.8K$578.4K-$10.4K2026-10-20
Alpha Family Trust
UNCHANGED7,2207,22000%$596.7K$596.7K$02026-11-04
Cooper Financial Group
INCREASED7,2116,680+531+8%$552.1K$577.2K+$25.2K2026-10-07
Flagship Harbor Advisors, LLC
INCREASED7,1985,753+1,445+25%$475.4K$576.2K+$100.7K2026-10-26
Birchwood Financial Partners, Inc.
INCREASED7,1817,125+56+1%$588.8K$574.8K-$14.0K2026-11-02
Cardinal Point Capital Management ULC
INCREASED7,1684,650+2,518+54%$384.3K$573.8K+$189.5K2026-10-21
Cassaday & Co Wealth Management LLC
INCREASED7,1677,076+91+1%$584.8K$573.7K-$11.0K2026-10-27
Lynch & Associates
UNCHANGED7,1587,15800%$591.5K$573.0K-$18.5K2026-10-13
Rose Capital Advisors LLC
NEW7,117—+7,117——$569.7K—2026-11-04
GLP Holdings Lllp
UNCHANGED7,1177,11700%$588.1K$569.7K-$18.4K2026-10-02
High Net Worth Advisory Group LLC
INCREASED7,1127,077+35+0%$584.9K$569.3K-$15.6K2026-10-26
Lincoln Capital LLC
INCREASED7,0967,094+2+0%$586.2K$568.0K-$18.2K2026-10-09
Capstone Wealth Management, LLC
DECREASED7,0947,173-79-1%$592.8K$567.9K-$24.9K2026-11-02
Wealth Preservation Advisors, LLC
INCREASED7,0866,150+936+15%$508.2K$567.2K+$59.0K2026-11-05
Means Investment Co., Inc.
INCREASED7,0567,029+27+0%$580.9K$564.8K-$16.1K2026-11-03
Mechanics Bank Trust Department
UNCHANGED7,0457,04500%$582.2K$564.0K-$18.2K2026-10-13
Cowa, LLC
DECREASED7,0417,102-61-1%$586.9K$563.6K-$23.3K2026-10-30
Cane Capital Partners, LLC
DECREASED7,0207,261-241-3%$600.0K$562.0K-$38.1K2026-10-23
Kestra Investment Management, LLC
INCREASED7,0095,890+1,119+19%$486.7K$561.1K+$74.4K2026-11-04
Institute for Wealth Management, Llc.
INCREASED6,9916,691+300+4%$552.9K$559.6K+$6.7K2026-11-06
Abacus Planning Group, Inc.
DECREASED6,9877,016-290%$579.8K$559.3K-$20.4K2026-11-02
First Bancorp, Inc
DECREASED6,9787,003-250%$578.7K$558.6K-$20.1K2026-10-26
Mirador Capital Partners LP
UNCHANGED6,9766,97600%$576.5K$558.4K-$18.1K2026-10-09
Arsenal Capital Advisors LLC
INCREASED6,9756,957+18+0%$574.9K$558.3K-$16.6K2026-11-02
Highland Capital Management, LLC
INCREASED6,9696,964+5+0%$575.5K$557.9K-$17.6K2026-10-26
Sound Income Strategies, LLC
INCREASED6,9626,929+33+0%$572.6K$571.1K-$1.5K2026-10-09
Cerro Pacific Wealth Advisors LLC
DECREASED6,9516,952-10%$574.5K$556.5K-$18.1K2026-10-22
Charter Capital Management, Llc\de
INCREASED6,9496,947+2+0%$574.1K$556.3K-$17.8K2026-10-28
B.A. Schrock Wealth Management, Inc.
NEW6,945—+6,945——$557.3K—2026-10-15
Patrick M Sweeney & Associates, Inc
INCREASED6,9446,742+202+3%$557.2K$555.9K-$1.3K2026-10-22
Selby Wealth Management, LLC
UNCHANGED6,9046,90400%$570.5K$552.7K-$17.9K2026-10-16
Hidden Cove Wealth Management, LLC
INCREASED6,8986,846+52+1%$565.8K$552.2K-$13.6K2026-10-19
Legacy Advisors, LLC
DECREASED6,8928,623-1,731-20%$712.6K$551.7K-$160.9K2026-10-19
Relyea Zuckerberg Hanson LLC
DECREASED6,8787,045-167-2%$582.2K$550.6K-$31.6K2026-10-20
Gerber Kawasaki Wealth & Investment Management
INCREASED6,8665,550+1,316+24%$458.7K$549.7K+$91.0K2026-10-29
Dorato Capital Management
DECREASED6,8657,085-220-3%$617.5K$551.0K-$66.5K2026-10-08
Naples Global Advisors, LLC
DECREASED6,8626,889-270%$569.3K$549.3K-$20.0K2026-11-05
ASO Group Ltd
NEW6,854—+6,854——$549—2026-11-05
B.O.S.S. Retirement Advisors, LLC
DECREASED6,8337,874-1,041-13%$650.7K$547.0K-$103.7K2026-10-26
Weil Company, Inc.
INCREASED6,8256,673+152+2%$551.5K$546.3K-$5.1K2026-10-14
Smith Salley Wealth Management
INCREASED6,8066,700+106+2%$553.7K$544.8K-$8.9K2026-11-03
BigSur Wealth Management LLC
UNCHANGED6,8006,80000%$562.0K$544.3K-$17.6K2026-10-13
SVB Wealth LLC
DECREASED6,7928,309-1,517-18%$686.6K$543.7K-$142.9K2026-11-06
Auxano Advisors, LLC
DECREASED6,7777,065-288-4%$583.9K$542.5K-$41.4K2026-11-06
Nixon Peabody Trust Co
INCREASED6,7734,894+1,879+38%$404.4K$542.2K+$137.7K2026-10-23
Swiss RE LTD
INCREASED6,7594,111+2,648+64%$339.7K$541.1K+$201.3K2026-11-06
Cambridge Advisors Inc.
UNCHANGED6,7286,72800%$556.0K$538.6K-$17.4K2026-10-19
Seamount Financial Group Inc
INCREASED6,7036,182+521+8%$510.9K$536.6K+$25.7K2026-10-21
Van Cleef Asset Management,Inc
UNCHANGED6,6956,69500%$553.2K$536.0K-$17.3K2026-10-20
Caitong International Asset Management Co., Ltd
NEW6,669—+6,669——$533.9K—2026-10-29
Riversedge Advisors, LLC
INCREASED6,6685,219+1,449+28%$431.3K$533.7K+$102.5K2026-10-09
XY Planning Network, Inc.
INCREASED6,6226,252+370+6%$516.7K$530.1K+$13.5K2026-10-14
Glaxis Capital Management, LLC
UNCHANGED6,5826,58200%$543.9K$526.9K-$17.0K2026-11-02
Seven Mile Advisory
DECREASED6,5716,604-330%$545.8K$526.0K-$19.7K2026-10-22
Summit Wealth Group LLC / Co
DECREASED6,5618,613-2,052-24%$711.7K$525.2K-$186.6K2026-10-29
Mindset Wealth Management, LLC
NEW6,500—+6,500——$520.3K—2026-10-19
Summa Corp.
UNCHANGED6,5006,50000%$537.2K$520.3K-$16.8K2026-10-30
Alpha Advisors, LLC
INCREASED6,4696,457+12+0%$533.6K$517.9K-$15.7K2026-10-19
First Pacific Financial
INCREASED6,4496,412+37+1%$529.9K$516.2K-$13.7K2026-10-14
Mezzasalma Advisors, LLC
DECREASED6,4476,664-217-3%$550.7K$516.1K-$34.6K2026-10-14
Doliver Advisors, LP
DECREASED6,4146,889-475-7%$569.3K$513.4K-$55.9K2026-10-01
Hartford Financial Management Inc.
UNCHANGED6,4006,40000%$528.9K$512.3K-$16.6K2026-10-21
Brady Martz Wealth Solutions, LLC
INCREASED6,3885,462+926+17%$451.4K$511.4K+$60.0K2026-11-05
Washington Trust Advisors, Inc.
INCREASED6,3515,959+392+7%$492.5K$508.4K+$15.9K2026-10-22
Novem Group
INCREASED6,3424,866+1,476+30%$402.2K$507.7K+$105.5K2026-10-19
CFS Investment Advisory Services, LLC
INCREASED6,3375,084+1,253+25%$434.7K$516.5K+$81.8K2026-10-19
Amarillo National Bank
DECREASED6,3206,664-344-5%$550.7K$505.9K-$44.8K2026-10-23
Cumberland Advisors Inc
UNCHANGED6,3006,30000%$520.6K$504.3K-$16.3K2026-10-30
Fortress Financial Group, LLC
INCREASED6,2936,252+41+1%$516.7K$503.8K-$12.9K2026-10-21
New Hampshire Trust
UNCHANGED6,2856,28500%$519.4K$503.1K-$16.3K2026-10-20
Legacy Bridge, LLC
UNCHANGED6,2706,27000%$518.2K$501.9K-$16.2K2026-10-28
Traphagen Investment Advisors LLC
INCREASED6,2666,264+2+0%$517.6K$501.6K-$16.0K2026-10-14
Salomon & Ludwin, LLC
DECREASED6,2636,344-81-1%$545.2K$501.4K-$43.9K2026-10-29
Marino, Stram & Associates LLC
INCREASED6,2585,268+990+19%$435.3K$500.9K+$65.6K2026-10-22
ASL Financial, LLC
UNCHANGED6,2336,23300%$515.1K$499.0K-$16.1K2026-10-15
Rosenberg Matthew Hamilton
INCREASED6,2255,993+232+4%$495.3K$498.3K+$3.0K2026-10-05
Intrua Financial, LLC
DECREASED6,2246,691-467-7%$552.9K$498.3K-$54.7K2026-10-28
Atlas Brown,Inc.
UNCHANGED6,2156,21500%$513.6K$497.5K-$16.1K2026-10-09
Verus Capital Partners, LLC
DECREASED6,1986,199-10%$512.3K$496.2K-$16.1K2026-11-03
Piscataqua Savings Bank
DECREASED6,1956,619-424-6%$546.9K$495.9K-$51.0K2026-10-21
Indiana Trust & Investment Management Co
UNCHANGED6,1706,17000%$509.9K$493.9K-$16.0K2026-10-22
Howard Financial Services, Ltd.
INCREASED6,1355,543+592+11%$458.1K$491.1K+$33.0K2026-10-15
Jacobsen Capital Management
DECREASED6,1266,153-270%$508.5K$490.4K-$18.1K2026-10-27
Redhawk Wealth Advisors, Inc.
INCREASED6,1155,853+262+4%$483.7K$489.5K+$5.8K2026-10-14
Sippican Capital Advisors
DECREASED6,1007,020-920-13%$580.1K$488.3K-$91.8K2026-10-23
Silver Oak Advisory Group, Inc.
UNCHANGED6,0956,09500%$503.0K$487.9K-$15.1K2026-11-06
TBH Global Asset Management, LLC
DECREASED6,0906,103-130%$504.4K$487.5K-$16.8K2026-11-03
Pictet North America Advisors SA
NEW6,083—+6,083——$486.9K—2026-10-21
JFS Wealth Advisors, LLC
DECREASED6,0536,059-60%$500.7K$484.5K-$16.2K2026-11-03
Western Pacific Wealth Management, LP
UNCHANGED6,0506,05000%$499.9K$484.3K-$15.7K2026-10-16
Univest Financial Corp
INCREASED6,0475,165+882+17%$426.8K$484.1K+$57.2K2026-11-05
Silvia Mccoll Wealth Management, LLC
INCREASED6,0306,028+2+0%$498.2K$482.7K-$15.5K2026-10-07
Canopy Partners, LLC
DECREASED6,0296,036-70%$498.8K$482.6K-$16.2K2026-10-28
Pioneer Trust Bank N A
INCREASED6,0005,900+100+2%$487.6K$480.3K-$7.3K2026-11-06
Balefire, LLC
INCREASED5,9965,592+404+7%$462.1K$480.0K+$17.9K2026-10-09
Vann Equity Management LLC
INCREASED5,9605,773+187+3%$477.1K$477.1K+$402026-10-08
Symphony Financial, Ltd. Co.
INCREASED5,9574,959+998+20%$413.4K$479.7K+$66.3K2026-10-22
DMC Group, LLC
DECREASED5,9469,259-3,313-36%$765.2K$476.0K-$289.2K2026-10-26
Zullo Investment Group, Inc.
DECREASED5,9385,955-170%$492.2K$475.4K-$16.8K2026-10-20
Aull & Monroe Investment Management Corp
UNCHANGED5,9355,93500%$490.5K$475.1K-$15.4K2026-10-16
Titleist Asset Management, LLC
INCREASED5,9185,456+462+8%$450.9K$473.7K+$22.8K2026-10-08
Stiles Financial Services Inc
INCREASED5,8935,831+62+1%$481.9K$471.7K-$10.2K2026-10-30
Searle & Co.
UNCHANGED5,8875,88700%$486.5K$471.3K-$15.2K2026-11-04
Brown, Lisle Ings, Inc.
DECREASED5,8817,486-1,605-21%$618.6K$470.7K-$147.9K2026-10-16
Myriad Asset Management US LP
INCREASED5,8734,290+1,583+37%$355.0K$470.0K+$115.0K2026-11-03
Cornerstone Wealth Advisors, Inc.
UNCHANGED5,8505,85000%$483.4K$468.3K-$15.2K2026-10-16
Silverlake Wealth Management LLC
DECREASED5,8475,866-190%$484.8K$468.1K-$16.7K2026-10-21
Patton Albertson Miller Group, LLC
INCREASED5,8365,760+76+1%$476.0K$467.2K-$8.8K2026-10-26
Journey Retirement Planning & Investment Management LLC
INCREASED5,8054,362+1,443+33%$360.5K$464.8K+$104.2K2026-10-09
MRA Advisory Group
NEW5,762—+5,762——$461.2K—2026-10-07
Saxon Interests, Inc.
DECREASED5,76211,228-5,466-49%$927.9K$461.3K-$466.6K2026-10-26
G2 Capital Management, LLC / OH
UNCHANGED5,7385,73800%$474.2K$459.3K-$14.9K2026-10-23
Canandaigua National Trust Co of Florida
NEW5,717—+5,717——$457.6K—2026-10-07
Ramsay, Stattman, Vela & Price, Inc.
NEW5,711—+5,711——$457.2K—2026-10-19
GFS Advisors, LLC
INCREASED5,71059+5,651+9578%$343.0K$457.0K+$114.0K2026-11-03
Thompson Investment Management, Inc.
INCREASED5,6805,648+32+1%$466.8K$454.7K-$12.1K2026-10-14
SJS Investment Consulting Inc.
INCREASED5,6544,308+1,346+31%$356.0K$452.6K+$96.6K2026-10-26
Bradyco, Inc.
UNCHANGED5,6305,63000%$465.3K$450.7K-$14.6K2026-11-03
Ignite Planners, LLC
INCREASED5,6295,381+248+5%$444.6K$450.6K+$6.0K2026-10-14
Traveka Wealth, LLC
DECREASED5,6135,650-37-1%$466.9K$449.3K-$17.6K2026-10-19
Beacon Financial Advisory LLC
INCREASED5,6104,209+1,401+33%$347.8K$449.1K+$101.2K2026-10-16
Acropolis Investment Management, LLC
DECREASED5,5986,009-411-7%$496.6K$448.1K-$48.5K2026-10-08
Investment Partners, Ltd.
INCREASED5,5922,490+3,102+125%$205.8K$447.5K+$241.7K2026-10-29
Optivise Advisory Services LLC
INCREASED5,5885,316+272+5%$439.3K$447.3K+$8.0K2026-10-19
Lexington Hill Partners, LLC
INCREASED5,5615,538+23+0%$457.7K$445.2K-$12.5K2026-10-13
Wedge Capital Management L L P
UNCHANGED5,5555,55500%$459.1K$444.7K-$14.4K2026-10-13
Procyon Advisors, LLC
DECREASED5,5385,866-328-6%$484.7K$443.3K-$41.4K2026-10-21
Baldwin Wealth Partners LLC
UNCHANGED5,4995,49900%$454.4K$440.2K-$14.2K2026-10-13
Encompass More Asset Management
INCREASED5,4875,335+152+3%$440.9K$439.2K-$1.7K2026-10-16
Trek Financial, LLC
INCREASED5,4665,114+352+7%$422.6K$437.6K+$14.9K2026-10-29
Vista Capital Partners, Inc.
DECREASED5,4486,182-734-12%$510.9K$436.1K-$74.8K2026-11-06
Tranquility Partners, LLC
DECREASED5,4396,808-1,369-20%$562.6K$435.4K-$127.2K2026-10-20
Quantum Financial Advisors, LLC
INCREASED5,4284,983+445+9%$411.8K$434.5K+$22.7K2026-11-03
Fruth Investment Management
UNCHANGED5,4185,41800%$447$433-$142026-10-13
Planned Solutions, Inc.
UNCHANGED5,4085,40800%$446.9K$432.9K-$14.0K2026-10-19
BridgePort Financial Solutions, LLC
DECREASED5,4065,663-257-5%$468.0K$432.7K-$35.3K2026-11-02
Arcataur Capital Management LLC
UNCHANGED5,4065,40600%$446.8K$432.8K-$14.0K2026-10-21
Detalus Advisors, LLC
UNCHANGED5,4005,40000%$446.3K$432.3K-$14.0K2026-10-15
Gradient Capital Advisors, LLC
INCREASED5,3545,338+16+0%$441.1K$428.6K-$12.5K2026-10-21
First Citizens Financial Corp
DECREASED5,3525,381-29-1%$444.7K$428.4K-$16.3K2026-10-02
Northcape Wealth Management, LLC
INCREASED5,3485,182+166+3%$428.2K$428.1K-$962026-11-04
Towerpoint Wealth, LLC
INCREASED5,3284,153+1,175+28%$343.2K$426.5K+$83.3K2026-10-13
Formidable Asset Management, LLC
DECREASED5,31415,434-10,120-66%$1.2M$439.2K-$789.6K2026-11-03
Well Done, LLC
DECREASED5,2896,801-1,512-22%$562.0K$423.4K-$138.7K2026-10-20
Boyd Watterson Asset Management LLC
DECREASED5,2895,411-122-2%$447.2K$423.4K-$23.8K2026-11-06
Howard Capital Management Group, LLC
DECREASED5,2505,450-200-4%$450.4K$420.3K-$30.1K2026-10-16
Leonard Rickey Investment Advisors P.L.L.C.
DECREASED5,2325,316-84-2%$439.3K$418.8K-$20.5K2026-10-29
Urban Wealth Management, LLC
UNCHANGED5,2305,23000%$432.2K$418.7K-$13.5K2026-10-21
Alternative Investment Advisors, Llc.
INCREASED5,2255,197+28+1%$429.5K$418.5K-$11.1K2026-11-03
Mosley Wealth Management
INCREASED5,2074,448+759+17%$367.6K$430.9K+$63.3K2026-10-16
Fortem Financial Group, LLC
INCREASED5,1995,133+66+1%$424.2K$416.2K-$8.0K2026-10-20
Horst & Graben Wealth Management LLC
DECREASED5,1945,198-40%$446.7K$415.8K-$30.9K2026-11-02
Ariadne Wealth Management, LP
INCREASED5,1824,533+649+14%$374.6K$414.8K+$40.2K2026-11-06
Samalin Investment Counsel, LLC
DECREASED5,1685,722-554-10%$472.9K$413.7K-$59.2K2026-10-23
Destiny Wealth Partners, LLC
NEW5,166—+5,166——$443.7K—2026-11-05
Kelsey Financial, LLC
UNCHANGED5,1495,14900%$425.5K$412.2K-$13.3K2026-10-28
Revolve Wealth Partners, LLC
DECREASED5,1376,220-1,083-17%$514.0K$411.2K-$102.8K2026-10-23
Community Trust & Investment Co
UNCHANGED5,1345,13400%$424.3K$411.0K-$13.3K2026-10-15
Blue Bell Private Wealth Management, LLC
UNCHANGED5,1085,10800%$422.1K$408.9K-$13.2K2026-10-29
Trilogy Capital Inc.
INCREASED5,1054,342+763+18%$358.8K$408.6K+$49.8K2026-10-20
Nichols & Pratt Advisers LLP
UNCHANGED5,1005,10000%$421.5K$409.3K-$12.2K2026-10-13
Ahara Advisors LLC
INCREASED5,0945,093+1+0%$420.9K$407.8K-$13.1K2026-10-29
Fusion Capital, LLC
INCREASED5,0835,073+10+0%$419.2K$406.9K-$12.3K2026-10-28
Birch Hill Investment Advisors LLC
UNCHANGED5,0795,07900%$419.7K$406.6K-$13.2K2026-10-16
Genesis Private Wealth, LLC
DECREASED5,0725,569-497-9%$460.2K$406.0K-$54.2K2026-11-02
Allegheny Financial Group
DECREASED5,0585,125-67-1%$423.6K$404.9K-$18.7K2026-11-05
Petros Family Wealth, LLC
INCREASED5,0545,037+17+0%$416.3K$404.6K-$11.7K2026-10-28
Independence Wealth Advisors, LLC
DECREASED5,0505,116-66-1%$422.7K$404.2K-$18.5K2026-10-29
Kesler, Norman & Wride, LLC
INCREASED5,0434,965+78+2%$410.3K$403.7K-$6.6K2026-11-06
Gallagher Capital Advisors, LLC
INCREASED5,0114,983+28+1%$411.8K$401.2K-$10.6K2026-10-09
Founders Capital Management, LLC
UNCHANGED5,0005,00000%$413.2K$400.3K-$13.0K2026-10-23
Home Federal Bank of Tennessee
UNCHANGED5,0005,00000%$413.2K$400.3K-$13.0K2026-10-15
Eagle Harbor Asset Management Inc
INCREASED4,9814,677+304+7%$386.5K$398.7K+$12.3K2026-10-21
Grant Private Wealth Management Inc
DECREASED4,9736,312-1,339-21%$521.7K$398.1K-$123.6K2026-10-19
Walker Asset Management, LLC
INCREASED4,9704,944+26+1%$408.6K$397.8K-$10.8K2026-10-13
Brewster Financial Planning LLC
INCREASED4,9664,941+25+1%$408.4K$397.5K-$10.8K2026-10-13
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED4,9604,478+482+11%$370.1K$397.0K+$27.0K2026-10-13
Fiera Capital Corp
UNCHANGED4,9554,95500%$409.5K$396.6K-$12.8K2026-11-06
Three Magnolias Financial Advisors, LLC
UNCHANGED4,9404,94000%$408.2K$395.4K-$12.8K2026-10-14
Next Level Private LLC
INCREASED4,9394,057+882+22%$335.3K$395.4K+$60.1K2026-10-20
Invera Wealth Advisors, LLC
INCREASED4,9394,253+686+16%$351.5K$395.4K+$43.9K2026-10-28
Alliance Wealth Advisors, LLC
INCREASED4,9344,531+403+9%$374.5K$395.0K+$20.5K2026-10-28
Jacksonville Wealth Management, LLC
UNCHANGED4,9254,92500%$407.0K$394.2K-$12.8K2026-10-30
Steel Grove Capital Advisors, LLC
UNCHANGED4,9244,92400%$406.9K$394.2K-$12.8K2026-10-13
WoodTrust Financial Corp
DECREASED4,9014,942-41-1%$408.0K$392-$407.6K2026-10-09
TSG Advice Partners, LLC
NEW4,895—+4,895——$404.5K—2026-10-29
Vermillion Wealth Management, Inc.
DECREASED4,8878,288-3,401-41%$684.9K$391.2K-$293.7K2026-10-26
New Wave Wealth Advisors LLC
DECREASED4,8755,068-193-4%$418.8K$393.6K-$25.2K2026-10-19
Old Mission Investment Co LLC
INCREASED4,8684,818+50+1%$398.1K$389.7K-$8.5K2026-10-22
Willner & Heller, LLC
INCREASED4,8654,838+27+1%$399.8K$389.5K-$10.3K2026-10-28
Integral Investment Advisors, Inc.
DECREASED4,8585,153-295-6%$425.8K$388.8K-$37.0K2026-11-03
Lord & Richards Wealth Management, LLC
NEW4,847—+4,847——$388.0K—2026-10-14
First Financial Corp
DECREASED4,8394,911-72-1%$405.8K$387.4K-$18.5K2026-10-13
Buckhead Capital Management LLC
UNCHANGED4,8294,82900%$399.1K$386.6K-$12.5K2026-11-03
Hunter Associates Investment Management LLC
INCREASED4,8064,802+4+0%$396.0K$384-$395.6K2026-10-26
Waldron Private Wealth LLC
DECREASED4,7976,023-1,226-20%$497.7K$384.0K-$113.7K2026-11-02
Olympiad Research LP
NEW4,794—+4,794——$383.8K—2026-11-04
Cypress Capital Group
UNCHANGED4,7934,79300%$396.1K$383.7K-$12.4K2026-11-03
Duncker Streett & Co Inc
INCREASED4,7654,756+9+0%$393.0K$381.5K-$11.6K2026-10-27
Roberts Wealth Advisors, LLC
DECREASED4,7555,377-622-12%$444.4K$380.6K-$63.7K2026-10-14
AA Financial Advisors, LLC
UNCHANGED4,7514,75100%$392.6K$380.3K-$12.3K2026-10-19
KWB Wealth
INCREASED4,7454,051+694+17%$334.8K$379.9K+$45.1K2026-10-16
Carrera Capital Advisors
INCREASED4,7434,569+174+4%$377.6K$379.7K+$2.1K2026-11-03
Symmetry Partners, LLC
INCREASED4,7333,253+1,480+46%$268.9K$378.9K+$110.0K2026-10-27
North Berkeley Wealth Management, LLC
UNCHANGED4,7274,72700%$390.6K$378.4K-$12.2K2026-11-02
Register Financial Advisors LLC
INCREASED4,7244,720+4+0%$390.1K$378.1K-$12.0K2026-10-23
Successful Portfolios LLC
DECREASED4,7134,721-80%$410.7K$382.3K-$28.4K2026-10-09
Prairiewood Capital, LLC
UNCHANGED4,6984,69800%$388.2K$376.1K-$12.2K2026-10-16
Tactive Advisors, LLC
DECREASED4,6905,190-500-10%$428.9K$375.4K-$53.5K2026-10-08
Mainsail Asset Management, LLC
INCREASED4,6754,649+26+1%$406.8K$381.0K-$25.7K2026-10-14
Asset One Wealth Management LLC
NEW4,673—+4,673——$374.1K—2026-11-02
Steinberganna Wealth Management
INCREASED4,6664,639+27+1%$383.4K$373.5K-$9.9K2026-10-23
Warwick Investment Management, Inc.
INCREASED4,6574,501+156+3%$372.0K$372.8K+$8302026-10-19
LeConte Wealth Management, LLC
INCREASED4,6484,507+141+3%$372.5K$372.1K-$3592026-10-20
Diesslin Group, Inc.
UNCHANGED4,6324,63200%$382.8K$370.8K-$12.0K2026-10-14
May Hill Capital, LLC
INCREASED4,6294,504+125+3%$372.2K$370.6K-$1.7K2026-11-03
New Covenant Trust Company, N.A.
INCREASED4,6194,294+325+8%$354.9K$369.8K+$14.9K2026-10-08
Lewis Asset Management, LLC
INCREASED4,6004,438+162+4%$366.8K$368.2K+$1.5K2026-10-14
Coastline Trust Co
DECREASED4,5806,954-2,374-34%$574.7K$366.6K-$208.0K2026-10-01
Wealth Alliance Advisory Group, LLC
INCREASED4,5764,561+15+0%$376.9K$366.3K-$10.6K2026-10-14
Reflection Asset Management
UNCHANGED4,5654,56500%$377.3K$365.4K-$11.8K2026-10-28
Prentiss Smith & Co Inc
UNCHANGED4,5604,56000%$376.8K$365.0K-$11.8K2026-10-27
Argyle Capital Partners, LLC
INCREASED4,5324,523+9+0%$373.8K$362.8K-$11.0K2026-10-23
BG Investment Services, LLC
NEW4,528—+4,528——$362.4K—2026-10-23
Lynch Investment Planning, LLC
DECREASED4,5274,876-349-7%$403.0K$362.4K-$40.6K2026-10-27
Golden State Wealth Management, LLC
DECREASED4,5274,565-38-1%$377.3K$362.4K-$14.9K2026-11-02
Johnson & White Wealth Management, LLC
DECREASED4,5214,524-30%$373.8K$361.9K-$11.9K2026-11-03
Embree Financial Group
INCREASED4,5024,465+37+1%$369.0K$360.4K-$8.5K2026-10-22
10Elms LLP
INCREASED4,4954,281+214+5%$353.8K$359.8K+$6.0K2026-11-06
Chris Bulman Inc
INCREASED4,4954,390+105+2%$362.8K$359.9K-$2.9K2026-10-20
Cogent Private Wealth, Inc.
DECREASED4,4954,498-30%$371.7K$359.8K-$11.9K2026-11-06
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED4,4932,463+2,030+82%$203.5K$359.7K+$156.2K2026-10-14
Byrne Asset Management LLC
INCREASED4,4934,453+40+1%$368.0K$360.6K-$7.4K2026-10-06
Allegiance Financial Group Advisory Services LLC
NEW4,489—+4,489——$359.3K—2026-11-02
Walkner Condon Financial Advisors LLC
INCREASED4,4733,921+552+14%$324.0K$358.0K+$34.0K2026-11-02
Southland Equity Partners LLC
INCREASED4,4574,450+7+0%$367.7K$356.8K-$11.0K2026-10-14
Professional Financial Advisors, LLC
INCREASED4,4344,410+24+1%$364.5K$354.9K-$9.5K2026-10-13
Narwhal Capital Management
UNCHANGED4,4314,43100%$366.2K$354.7K-$11.5K2026-11-04
Frederick Financial Consultants, LLC
INCREASED4,4304,353+77+2%$359.8K$354.6K-$5.1K2026-10-29
First American Bank
UNCHANGED4,4224,42200%$365.4K$354.0K-$11.5K2026-10-27
Black Diamond Financial, LLC
INCREASED4,4194,116+303+7%$340.1K$353.7K+$13.6K2026-10-26
Millennium Capital Advisors, LLC
UNCHANGED4,4104,41000%$364.4K$353.0K-$11.4K2026-10-16
Leuthold Group, LLC
INCREASED4,3994,368+31+1%$361.0K$352.1K-$8.8K2026-11-04
Arrow Financial Corp
UNCHANGED4,3994,39900%$363.5K$352.1K-$11.4K2026-10-26
AMG Asset Management Group, Inc.
INCREASED4,3913,042+1,349+44%$251.4K$351.5K+$100.1K2026-10-21
Spartan Planning & Wealth Management
NEW4,380—+4,380——$350.6K—2026-10-13
Granite Islands Private Wealth, LLC
UNCHANGED4,3754,37500%$361.6K$350.2K-$11.3K2026-10-16
tru Independence LLC
DECREASED4,3685,946-1,578-27%$490.2K$348.5K-$141.7K2026-10-20
Ballast, Inc.
INCREASED4,3554,303+52+1%$355.6K$348.6K-$7.0K2026-10-20
Center for Financial Planning, Inc.
INCREASED4,3492,552+1,797+70%$210.9K$348.1K+$137.2K2026-10-26
KFG Wealth Management, LLC
DECREASED4,3494,422-73-2%$365.5K$348.1K-$17.4K2026-10-16
WBH Advisory Inc
INCREASED4,3382,961+1,377+47%$244.7K$347.2K+$102.5K2026-11-05
Xcel Wealth Management, LLC
DECREASED4,3365,536-1,200-22%$457.5K$347.1K-$110.4K2026-10-26
Cherry Creek Investment Advisors, Inc.
INCREASED4,3274,314+13+0%$356.5K$346.4K-$10.1K2026-10-14
BXM Wealth LLC
INCREASED4,3264,097+229+6%$338.6K$346.3K+$7.7K2026-11-03
Private Wealth Group, LLC
DECREASED4,3204,514-194-4%$373.1K$345.8K-$27.2K2026-10-19
Gilliland Jeter Wealth Management LLC
UNCHANGED4,3174,31700%$356.8K$345.6K-$11.2K2026-10-28
Oakworth Capital, Inc.
INCREASED4,3164,169+147+4%$347.0K$345.5K-$1.5K2026-10-26
Impact Capital Partners LLC
DECREASED4,3134,343-30-1%$358.9K$345.3K-$13.7K2026-10-22
Camden National Bank
DECREASED4,3104,418-108-2%$365.1K$345.0K-$20.1K2026-11-02
Mokosak Advisory Group, LLC
INCREASED4,3054,285+20+0%$354.1K$344.6K-$9.4K2026-10-20
Archford Capital Strategies, LLC
DECREASED4,3005,056-756-15%$417.8K$344.2K-$73.6K2026-10-19
Ameliora Wealth Management Ltd.
UNCHANGED4,2944,29400%$354.9K$343.7K-$11.1K2026-10-23
Stronghold Wealth Management L.L.C.
DECREASED4,2854,395-110-2%$363.2K$343.0K-$20.2K2026-10-16
Evolution Advisers, Inc.
DECREASED4,2474,342-95-2%$358.0K$343.6K-$14.4K2026-11-06
Sawgrass Asset Management LLC
DECREASED4,2344,454-220-5%$368.1K$338.9K-$29.1K2026-11-03
Grove Bank & Trust
INCREASED4,2344,217+17+0%$348.5K$338.9K-$9.6K2026-10-08
Heritage Wealth Management, Inc.
INCREASED4,2334,232+1+0%$349.8K$338.9K-$10.9K2026-10-28
DT Investment Partners, LLC
UNCHANGED4,2234,22300%$349.0K$338.1K-$10.9K2026-10-27
Paladin Wealth, LLC
NEW4,220—+4,220——$337.8K—2026-10-23
Corps Capital Advisors, LLC
UNCHANGED4,1824,18200%$345.6K$334.8K-$10.8K2026-11-05
Aviance Capital Partners, LLC
INCREASED4,1814,179+2+0%$345.3K$334.7K-$10.6K2026-10-29
Gould Asset Management LLC
UNCHANGED4,1574,15700%$343.5K$332.8K-$10.8K2026-11-06
BCV Asset Management Inc.
UNCHANGED4,1554,15500%$347.7K$334.0K-$13.7K2026-11-06
Tenet Wealth Partners, LLC
UNCHANGED4,1484,14800%$362.0K$332.0K-$29.9K2026-10-19
Decker Wealth Management LLC
NEW4,147—+4,147——$332.0K—2026-10-09
Avail Investment Partners, LLC
INCREASED4,1393,394+745+22%$280.5K$331.3K+$50.8K2026-10-16
Koenig Investment Advisory, LLC
DECREASED4,1304,380-250-6%$362.0K$330.6K-$31.4K2026-10-09
One Way Holdings LLC
INCREASED4,1273,757+370+10%$310.5K$330.4K+$19.9K2026-10-29
Lawood & Co
UNCHANGED4,1184,11800%$340.3K$329.6K-$10.7K2026-10-09
Payden & Rygel
UNCHANGED4,1004,10000%$339.0K$328-$338.7K2026-10-28
Levin Capital Strategies, L.P.
UNCHANGED4,1004,10000%$338.8K$328.2K-$10.6K2026-11-02
Albion Financial Group
INCREASED4,0844,052+32+1%$334.9K$326.9K-$7.9K2026-10-21
Strategic Planning Group, LLC
DECREASED4,0794,658-579-12%$385.0K$326.6K-$58.4K2026-10-22
GK Wealth Management LLC
DECREASED4,0705,323-1,253-24%$439.8K$325.8K-$114.0K2026-10-09
Ellis Investment Partners, LLC
DECREASED4,0674,179-112-3%$345.4K$325.6K-$19.7K2026-10-21
Discipline Wealth Solutions, LLC
UNCHANGED4,0484,04800%$334.5K$324.0K-$10.5K2026-10-14
Kure Advisory, LLC
INCREASED4,0354,002+33+1%$330.7K$323.0K-$7.7K2026-10-08
BAR Harbor Wealth Management
UNCHANGED4,0354,03500%$333.5K$323.0K-$10.5K2026-10-21
WealthPoint Financial, LLC
DECREASED4,0314,092-61-1%$338.1K$322.7K-$15.5K2026-11-03
James Hambro & Partners LLP
UNCHANGED4,0194,01900%$332.2K$321.9K-$10.2K2026-10-19
Beacon Capital Management, LLC
INCREASED4,0113,999+12+0%$330.5K$321.1K-$9.5K2026-10-23
Romano Brothers and Company
DECREASED4,0064,285-279-7%$354.1K$320.7K-$33.4K2026-10-22
Epiq Partners, LLC
UNCHANGED4,0004,00000%$330.6K$320.2K-$10.4K2026-10-07
CMG Global Holdings, LLC
DECREASED3,9824,038-56-1%$333.7K$318.8K-$14.9K2026-10-14
Meadow Creek Wealth Advisors LLC
INCREASED3,9773,838+139+4%$317.2K$318.4K+$1.2K2026-11-02
Kaufman Rossin Wealth, LLC
NEW3,969—+3,969——$317.7K—2026-10-19
Financial Management Network Inc
INCREASED3,9663,021+945+31%$264.3K$319.1K+$54.7K2026-10-09
Retirement Planning Group, LLC
INCREASED3,9493,872+77+2%$320.0K$316.2K-$3.8K2026-10-19
Maia Wealth LLC
DECREASED3,9344,827-893-18%$398.9K$314.9K-$84.0K2026-10-19
Bill Few Associates, Inc.
INCREASED3,9213,915+6+0%$323.5K$313.9K-$9.7K2026-10-09
Weinberger Asset Management, Inc
INCREASED3,9183,860+58+2%$333.7K$313.6K-$20.0K2026-10-28
Madrona Financial Services, LLC
INCREASED3,9103,892+18+0%$321.7K$313.0K-$8.7K2026-10-23
Capital Advisors Wealth Management, LLC
INCREASED3,8923,888+4+0%$321.3K$311.5K-$9.8K2026-10-09
Denver PWM, LLC
UNCHANGED3,8893,88900%$345.4K$311.3K-$34.1K2026-10-22
Vaughan David Investments LLC
INCREASED3,8883,537+351+10%$292.0K$311-$291.7K2026-11-05
RAM Investment Partners, LLC
INCREASED3,8873,854+33+1%$318.5K$311.1K-$7.3K2026-10-21
RKL Wealth Management LLC
INCREASED3,8623,513+349+10%$290.3K$309.2K+$18.9K2026-10-16
Capital Management Associates, Inc
DECREASED3,8614,095-234-6%$338.4K$309.1K-$29.3K2026-10-20
United Advisor Group, LLC
INCREASED3,8523,601+251+7%$297.6K$308.3K+$10.8K2026-11-03
Adelphi Trust Co
UNCHANGED3,8413,84100%$317.4K$307.5K-$9.9K2026-10-05
Cottonwood Capital Advisors, LLC
INCREASED3,8403,837+3+0%$317.1K$307.4K-$9.7K2026-10-20
HRC Wealth Management, LLC
INCREASED3,8373,836+1+0%$317.0K$307.1K-$9.9K2026-10-16
TCI Wealth Advisors, Inc.
INCREASED3,8343,644+190+5%$301.1K$306.9K+$5.8K2026-10-30
Brandywine OAK Private Wealth LLC
UNCHANGED3,8293,82900%$316.4K$306.5K-$9.9K2026-10-23
Vicus Capital
INCREASED3,8223,774+48+1%$311.9K$306.0K-$5.9K2026-11-05
Avion Wealth
DECREASED3,8214,797-976-20%$396.0K$305-$395.7K2026-11-04
Piedmont Capital Management, LLC
DECREASED3,8204,170-350-8%$344.6K$305.8K-$38.8K2026-10-21
Arvest Investments, Inc.
INCREASED3,8203,818+2+0%$315.5K$305.8K-$9.7K2026-10-21
Adamsbrown Wealth Consultants LLC
INCREASED3,8183,775+43+1%$312.0K$305.6K-$6.4K2026-10-20
United Wealth Management, LLC
UNCHANGED3,8183,81800%$315.5K$305.6K-$9.9K2026-10-30
Peddock Capital Advisors, LLC
DECREASED3,8144,024-210-5%$332.6K$305.3K-$27.2K2026-10-16
Werba Rubin Papier Wealth Management
INCREASED3,8133,635+178+5%$300.4K$305.3K+$4.9K2026-11-06
Ipswich Investment Management Co., Inc.
UNCHANGED3,8043,80400%$314.4K$304.5K-$9.9K2026-10-13
Financial Network Wealth Advisors LLC
DECREASED3,8023,907-105-3%$322.9K$304.4K-$18.5K2026-10-28
Westhampton Capital, LLC
UNCHANGED3,8003,80000%$314.0K$304.2K-$9.8K2026-10-30
RW Investment Management LLC
DECREASED3,7964,713-917-19%$389.5K$303.9K-$85.6K2026-11-03
Accelerate Investment Advisors LLC
DECREASED3,7933,881-88-2%$320.8K$303.7K-$17.1K2026-11-02
Affinity Capital Advisors, LLC
INCREASED3,7893,376+413+12%$295.3K$316.6K+$21.3K2026-10-13
Integrity Advisory Solutions, LLC
INCREASED3,7823,139+643+20%$259.5K$302.8K+$43.3K2026-10-29
TCV Trust & Wealth Management, Inc.
INCREASED3,7763,665+111+3%$302.9K$302.3K-$6072026-10-16
Linscomb Wealth, Inc.
DECREASED3,7743,888-114-3%$321.3K$302.1K-$19.2K2026-11-05
Grove Street Fiduciary, LLC
UNCHANGED3,7663,76600%$311.2K$301.5K-$9.8K2026-10-13
Powers Advisory Group, LLC
INCREASED3,7513,739+12+0%$309.0K$300.3K-$8.7K2026-10-14
Outlook Wealth Advisors, LLC
INCREASED3,7473,726+21+1%$307.9K$299.9K-$8.0K2026-10-28
Compass Financial Services Inc
INCREASED3,7413,442+299+9%$284.5K$299.5K+$15.1K2026-11-06
FAI Advisors, Inc.
INCREASED3,7393,608+131+4%$298.2K$299.3K+$1.1K2026-10-27
Analyst IMS Investment Management Services Ltd.
UNCHANGED3,7393,73900%$309.0K$299-$308.7K2026-11-05
Hanson & Doremus Investment Management
INCREASED3,7352,035+1,700+84%$168.0K$299-$167.7K2026-10-16
TCP Asset Management, LLC
DECREASED3,7293,736-70%$308.7K$300.0K-$8.7K2026-10-14
Family Capital Management, Inc.
DECREASED3,7284,061-333-8%$335.6K$298.4K-$37.2K2026-11-03
Private Advisory Group LLC
INCREASED3,7263,448+278+8%$284.9K$298.3K+$13.3K2026-11-06
Beaumont Financial Advisors, LLC
INCREASED3,7223,715+7+0%$307.0K$298.0K-$9.0K2026-10-22
Madson Wealth Advisors Inc
UNCHANGED3,7183,71800%$307.3K$297.6K-$9.6K2026-10-13
Leo Wealth, LLC
NEW3,708—+3,708——$296.9K—2026-10-26
ERn Financial, LLC
DECREASED3,7073,799-92-2%$313.9K$296.7K-$17.2K2026-10-28
Northland Securities, Inc.
UNCHANGED3,7003,70000%$305.8K$296.2K-$9.6K2026-11-02
Lifelong Wealth Advisors, Inc.
INCREASED3,6863,664+22+1%$302.8K$295.0K-$7.7K2026-10-19
Parkway Wealth Management Group, LLC
INCREASED3,6823,227+455+14%$266.7K$294.7K+$28.1K2026-10-20
Verus Financial Partners, Inc.
INCREASED3,6803,381+299+9%$279.4K$294.6K+$15.2K2026-10-29
Hazlett, Burt & Watson, Inc.
INCREASED3,6803,678+2+0%$190.1K$296-$189.8K2026-11-04
Centurion Wealth Management LLC
DECREASED3,6674,077-410-10%$336.9K$293.5K-$43.4K2026-10-13
JGP Wealth Management, LLC
UNCHANGED3,6673,66700%$303.0K$293.5K-$9.5K2026-10-13
Carbahal Olsen Financial Services Group, LLC
UNCHANGED3,6603,66000%$302.5K$293.0K-$9.5K2026-11-05
Stonebridge Financial Group, LLC
INCREASED3,6203,558+62+2%$294.0K$289.8K-$4.3K2026-10-01
Rise Advisors, LLC
INCREASED3,6063,591+15+0%$296.8K$288.7K-$8.1K2026-10-16
Verity & Verity, LLC
UNCHANGED3,6053,60500%$297.9K$288.6K-$9.3K2026-10-23
CPC Advisors, LLC
INCREASED3,6003,389+211+6%$280.1K$288.2K+$8.1K2026-10-21
Cannon Financial Strategists, Inc.
UNCHANGED3,6003,60000%$297.5K$288.2K-$9.3K2026-10-19
Founders Grove Wealth Partners, LLC
INCREASED3,5913,376+215+6%$279.0K$287.5K+$8.5K2026-10-16
Great Waters Wealth Management
DECREASED3,5893,811-222-6%$314.9K$287.3K-$27.6K2026-10-07
Nolet Wealth Management, LLC
DECREASED3,5863,622-36-1%$299.3K$287.1K-$12.3K2026-10-15
D'Orazio & Associates, Inc.
DECREASED3,5763,633-57-2%$300.2K$286.3K-$13.9K2026-11-04
Centennial Wealth Advisory LLC
INCREASED3,5743,489+85+2%$288.3K$286.7K-$1.6K2026-10-16
Advisory Solutions Group, LLC
INCREASED3,5643,187+377+12%$263.4K$285.3K+$21.9K2026-10-14
Motive Wealth Advisors
INCREASED3,5633,434+129+4%$283.8K$285.2K+$1.4K2026-10-26
McMill Wealth Management
INCREASED3,5623,491+71+2%$288.5K$285.1K-$3.4K2026-11-05
Goldstein Advisors, LLC
DECREASED3,5564,471-915-20%$369.5K$284.7K-$84.8K2026-10-15
Uptown Financial Advisors LLC
INCREASED3,5542,940+614+21%$243.0K$284.5K+$41.5K2026-10-15
Wedgewood Investors Inc
UNCHANGED3,5433,54300%$292.8K$283.6K-$9.2K2026-10-28
Members Wealth LLC
NEW3,537—+3,537——$283.9K—2026-10-20
BetterWealth, LLC
UNCHANGED3,5263,52600%$291.4K$282.3K-$9.1K2026-10-15
Cherry Tree Wealth Management, LLC
UNCHANGED3,4993,49900%$289.2K$280.1K-$9.1K2026-10-15
Tillman Hartley LLC
UNCHANGED3,4823,48200%$287.8K$278.7K-$9.0K2026-11-06
Sprinkle Financial Consultants LLC
UNCHANGED3,4733,47300%$287.0K$278.0K-$9.0K2026-10-09
Capital Advisors, Ltd. LLC
INCREASED3,4723,318+154+5%$274$278+$42026-10-27
Lionshead Wealth Management, LLC
INCREASED3,4703,436+34+1%$284.0K$277.8K-$6.2K2026-10-21
Index Fund Advisors, Inc.
DECREASED3,4653,467-20%$286.5K$277.4K-$9.1K2026-11-05
Ullmann Wealth Partners Group, LLC
INCREASED3,4643,432+32+1%$283.7K$277.3K-$6.4K2026-11-02
Asset Planning,Inc
INCREASED3,4633,446+17+0%$284.8K$277.2K-$7.6K2026-10-26
DB&C Advisors, LLC
INCREASED3,4593,453+6+0%$285.4K$276.9K-$8.5K2026-10-26
Eagle Wealth Strategies LLC
INCREASED3,4573,290+167+5%$271.9K$276.7K+$4.8K2026-10-20
BCR Wealth Strategies, LLC
INCREASED3,4393,401+38+1%$281.0K$275.3K-$5.7K2026-11-06
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED3,4333,43300%$283.7K$274.8K-$8.9K2026-10-23
EdgeRock Capital LLC
INCREASED3,4283,246+182+6%$268.2K$274.4K+$6.2K2026-11-03
Teza Capital Management LLC
NEW3,415—+3,415——$273.4K—2026-10-23
Sonata Capital Group Inc
UNCHANGED3,4153,41500%$282.2K$273.4K-$8.8K2026-10-19
Newman Dignan & Sheerar, Inc.
DECREASED3,4124,162-750-18%$343.9K$273.1K-$70.8K2026-10-21
City State Bank
INCREASED3,4083,189+219+7%$263.5K$272.8K+$9.3K2026-10-20
Verity Asset Management, Inc.
INCREASED3,4083,407+1+0%$281.5K$272.9K-$8.6K2026-10-30
Fortitude Family Office, LLC
INCREASED3,4011,676+1,725+103%$138.5K$272.3K+$133.7K2026-10-14
Eagle Bay Advisors LLC
DECREASED3,3973,447-50-1%$284.9K$272.0K-$12.9K2026-10-16
Quantum Financial Partners LLC
DECREASED3,3944,660-1,266-27%$385.1K$271.7K-$113.4K2026-10-19
DecisionMap Wealth Management, LLC
DECREASED3,3834,411-1,028-23%$364.5K$270.8K-$93.7K2026-10-29
Mission Financial Group, LLC
INCREASED3,3823,096+286+9%$255.9K$270.7K+$14.9K2026-10-21
Guyasuta Investment Advisors Inc
INCREASED3,3663,264+102+3%$269.8K$269.5K-$2922026-10-15
PFC Capital Group, Inc.
DECREASED3,3654,265-900-21%$352.0K$269.4K-$82.6K2026-11-06
Solidarity Wealth, LLC
UNCHANGED3,3533,35300%$277.1K$268.4K-$8.7K2026-10-15
NewSquare Capital LLC
INCREASED3,3332,792+541+19%$230.8K$266.8K+$36.1K2026-11-06
Focused Alpha, LLC
INCREASED3,3332,882+451+16%$238.2K$266.8K+$28.6K2026-10-20
KG Capital Management
DECREASED3,3083,313-50%$273.8K$264.8K-$9.0K2026-10-15
LiftPoint Family Wealth Advisors LLC
INCREASED3,3043,111+193+6%$257.1K$264.5K+$7.4K2026-11-03
Invenio Wealth Partners LLC
DECREASED3,2933,295-20%$272.3K$263.6K-$8.7K2026-10-20
Falcon Wealth Planning
INCREASED3,2902,571+719+28%$212.5K$263.4K+$50.9K2026-11-06
Hoxton Planning & Management, LLC
INCREASED3,2883,227+61+2%$266.7K$263.2K-$3.5K2026-10-15
Eagle Wealth Advisors LLC
INCREASED3,2792,961+318+11%$244.7K$262.5K+$17.8K2026-10-20
Strategic Family Wealth Counselors, L.L.C.
DECREASED3,2753,309-34-1%$273.4K$262.1K-$11.3K2026-10-29
Investment Advisory Services Inc
INCREASED3,2743,260+14+0%$269.4K$262.1K-$7.4K2026-10-27
Shelter Rock Management, LLC
INCREASED3,2673,248+19+1%$268.4K$261.9K-$6.5K2026-10-09
AGH Wealth Advisors, LLC
DECREASED3,2633,353-90-3%$277.1K$261.2K-$15.9K2026-10-26
Hamilton Capital, LLC
INCREASED3,2593,148+111+4%$260.1K$260.9K+$7332026-10-08
Bell Investment Advisors, Inc
INCREASED3,2573,204+53+2%$264.8K$260.7K-$4.1K2026-10-29
Paragon Capital Management Ltd
UNCHANGED3,2563,25600%$269.1K$260.6K-$8.4K2026-10-09
Phillips Financial Management, LLC
INCREASED3,2512,884+367+13%$238.3K$260.2K+$21.9K2026-10-19
Builder Investment Group Inc
UNCHANGED3,2503,25000%$268.6K$260.2K-$8.4K2026-10-22
Hara Capital LLC
DECREASED3,2423,273-31-1%$270.5K$259.5K-$11.0K2026-10-30
Advisory Resource Group
DECREASED3,2373,619-382-11%$299.1K$259.1K-$39.9K2026-10-26
Wealth Dimensions Group, Ltd.
INCREASED3,2323,069+163+5%$253.7K$258.7K+$5.0K2026-11-02
Five Oceans Advisors
DECREASED3,2283,625-397-11%$299.6K$258.4K-$41.2K2026-10-22
Ejmk Ventures LLC
INCREASED3,2282,992+236+8%$247.3K$258.4K+$11.2K2026-10-21
Simon Quick Advisors, LLC
INCREASED3,2263,180+46+1%$262.8K$258.2K-$4.6K2026-10-26
Veery Capital, LLC
DECREASED3,2213,234-130%$267.3K$257.8K-$9.4K2026-10-07
West Paces Advisors Inc.
INCREASED3,2132,765+448+16%$228.5K$257.2K+$28.7K2026-10-13
Convergence Financial, LLC
DECREASED3,2106,487-3,277-51%$536.2K$257.0K-$279.2K2026-10-27
Aletheian Wealth Advisors LLC
INCREASED3,2063,184+22+1%$263.1K$256.6K-$6.5K2026-10-08
LifeGoal Investments, LLC
NEW3,205—+3,205——$256.6K—2026-10-09
Wealth Group, Ltd.
NEW3,204—+3,204——$256—2026-10-30
Elevated Financial Group LLC
DECREASED3,2033,456-253-7%$285.6K$256.4K-$29.2K2026-10-16
Sutton Place Investors LLC
INCREASED3,2003,185+15+0%$263.2K$256.2K-$7.0K2026-10-20
Kearns & Associates LLC
UNCHANGED3,2003,20000%$264.4K$256.2K-$8.3K2026-10-09
Michels Family Financial, LLC
DECREASED3,1914,187-996-24%$346.0K$255.4K-$90.6K2026-11-02
RDA Financial Network
DECREASED3,1913,193-20%$263.9K$255.5K-$8.4K2026-10-15
Blue Fin Capital, Inc.
UNCHANGED3,1813,18100%$262.9K$254.6K-$8.2K2026-10-28
Warren Street Wealth Advisors, LLC
INCREASED3,1742,695+479+18%$222.7K$254.0K+$31.3K2026-11-04
Owl Creek Wealth Partners LLC
DECREASED3,1733,184-110%$263.1K$254.0K-$9.1K2026-10-20
Heartwood Wealth Advisors LLC
INCREASED3,1683,120+48+2%$257.8K$253.6K-$4.2K2026-10-05
Centerpoint Advisory Group
UNCHANGED3,1593,15900%$261.1K$252.9K-$8.2K2026-10-23
Third View Private Wealth, LLC
INCREASED3,1563,151+5+0%$260.4K$252.6K-$7.8K2026-10-30
4Wealth Advisors, Inc.
UNCHANGED3,1373,13700%$262.0K$252.5K-$9.5K2026-10-13
GSG Advisors LLC
INCREASED3,1332,919+214+7%$241.2K$250.8K+$9.6K2026-11-03
Watershed Private Wealth LLC
UNCHANGED3,1333,13300%$258.9K$250.8K-$8.1K2026-10-30
Juncture Wealth Strategies, LLC
DECREASED3,1293,148-19-1%$260.2K$250.5K-$9.7K2026-10-06
Counterpoint Mutual Funds LLC
NEW3,127—+3,127——$250.3K—2026-10-16
Hummer Financial Advisory Services Inc
UNCHANGED3,1263,12600%$258.3K$250.2K-$8.1K2026-10-09
SFE Investment Counsel
DECREASED3,1253,195-70-2%$264.0K$250.2K-$13.9K2026-10-29
Omnitrust Wealth Management, Inc
NEW3,120—+3,120——$249.8K—2026-11-02
International Private Wealth Advisors LLC
DECREASED3,1023,104-20%$256.5K$248.3K-$8.2K2026-11-05
MinichMacGregor Wealth Management, LLC
DECREASED3,0953,212-117-4%$265.4K$247.8K-$17.7K2026-10-14
Northern Capital Management, Inc.
UNCHANGED3,0843,08400%$254.9K$246.9K-$8.0K2026-11-05
Pacific Capital Wealth Advisors, Inc.
NEW3,082—+3,082——$246.7K—2026-10-22
Integrity Wealth Advisors, Inc.
NEW3,080—+3,080——$246.6K—2026-10-29
Demars Financial Group, LLC
INCREASED3,0633,024+39+1%$249.9K$245.2K-$4.7K2026-10-22
Flagship Wealth Advisors, LLC
UNCHANGED3,0563,05600%$252.5K$244.6K-$7.9K2026-11-03
True Wealth Design, LLC
INCREASED3,0512,380+671+28%$196.7K$244.2K+$47.5K2026-10-13
Core Wealth Partners LLC
DECREASED3,0453,373-328-10%$278.7K$243.8K-$35.0K2026-11-02
Moran Wealth Management, LLC
INCREASED3,0322,668+364+14%$220.5K$242.7K+$22.2K2026-10-22
Powell Investment Advisors, LLC
UNCHANGED3,0263,02600%$250.1K$242.2K-$7.8K2026-10-22
Code Waechter LLC
NEW3,021—+3,021——$241.8K—2026-10-23
Forza Wealth Management, LLC
DECREASED3,0143,164-150-5%$261.5K$241.3K-$20.2K2026-10-20
Asset Dedication, LLC
DECREASED3,0063,376-370-11%$279.0K$240.6K-$38.3K2026-11-03
Torray Investment Partners LLC
UNCHANGED3,0003,00000%$247.9K$240.2K-$7.8K2026-10-30
Spirit of America Management Corp
UNCHANGED3,0003,00000%$247.9K$240.2K-$7.8K2026-10-14
Hourglass Capital, LLC
UNCHANGED3,0003,00000%$247.9K$240.2K-$7.8K2026-10-26
Constitution Capital LLC
UNCHANGED3,0003,00000%$247.9K$240.2K-$7.8K2026-10-23
W Advisors, LLC
INCREASED2,9942,813+181+6%$232.5K$239.7K+$7.2K2026-11-02
Summit Investment Advisors, Inc.\KS
INCREASED2,9912,974+17+1%$245.7K$239.4K-$6.3K2026-11-05
Clear Wave Wealth Management LLC
INCREASED2,9902,886+104+4%$238.5K$239.3K+$8502026-11-04
United Community Bank
INCREASED2,9891,998+991+50%$165.1K$239.3K+$74.2K2026-10-28
Ironwood Financial, llc
DECREASED2,9702,985-150%$261.7K$237.7K-$23.9K2026-10-20
NTV Asset Management LLC
UNCHANGED2,9682,96800%$245.3K$237.6K-$7.7K2026-10-23
BNC Wealth Management, LLC
UNCHANGED2,9662,96600%$245.1K$237.4K-$7.7K2026-10-19
Smith Chas P & Associates PA Cpas
INCREASED2,9572,920+37+1%$241.3K$248.0K+$6.7K2026-10-22
Trust Co
INCREASED2,9532,799+154+6%$231.3K$236.4K+$5.0K2026-10-09
North Capital, Inc.
DECREASED2,9443,104-160-5%$256.6K$237.7K-$18.9K2026-10-16
Leelyn Smith, LLC
INCREASED2,9432,890+53+2%$238.8K$235.6K-$3.2K2026-11-03
Edgemoor Investment Advisors, Inc.
INCREASED2,9342,904+30+1%$240.0K$234.9K-$5.1K2026-11-03
Atwood & Palmer Inc
UNCHANGED2,9252,92500%$241.7K$234.1K-$7.6K2026-10-08
Family Wealth Partners, LLC
INCREASED2,9222,747+175+6%$227.0K$233.9K+$6.9K2026-10-20
Hengehold Capital Management LLC
DECREASED2,9123,009-97-3%$248.6K$233.1K-$15.6K2026-10-16
True North Advisors, LLC
NEW2,905—+2,905——$232.5K—2026-10-22
Blackston Financial Advisory Group, LLC
NEW2,899—+2,899——$232.1K—2026-11-04
Rossby Financial, LCC
INCREASED2,8921,811+1,081+60%$149.7K$231.5K+$81.8K2026-11-05
Thompson Davis & Co., Inc.
UNCHANGED2,8922,89200%$239.0K$231.5K-$7.5K2026-11-05
Kondo Wealth Advisors, Inc.
DECREASED2,8894,366-1,477-34%$360.8K$231.3K-$129.5K2026-10-19
August Group Capital Ltd
INCREASED2,8812,814+67+2%$232.5K$230.6K-$1.8K2026-10-14
OceanIQ Capital, LLC
INCREASED2,8782,779+99+4%$243.0K$232.4K-$10.7K2026-10-19
Cordgrass Capital Advisors, LLC
UNCHANGED2,8752,87500%$237.6K$230.1K-$7.4K2026-10-30
WBI Investments, LLC
INCREASED2,8742,856+18+1%$236.0K$230.0K-$6.0K2026-11-05
United Bank
NEW2,850—+2,850——$228.1K—2026-11-06
Blodgett Wealth Advisors, LLC
UNCHANGED2,8462,84600%$235.2K$227.8K-$7.4K2026-10-23
Winch Advisory Services, LLC
INCREASED2,8412,826+15+1%$233.6K$227.4K-$6.1K2026-11-06
SWP Financial LLC
INCREASED2,8332,802+31+1%$231.6K$226.8K-$4.8K2026-10-23
First Financial Group Corp
INCREASED2,8312,818+13+0%$232.9K$226.6K-$6.3K2026-10-22
Silver Grove Financial Group, Inc.
INCREASED2,8232,472+351+14%$204.3K$226.0K+$21.7K2026-11-05
McLean Asset Management Corp
DECREASED2,8222,905-83-3%$251.1K$239.3K-$11.8K2026-11-06
Braun-Bostich & Associates Inc.
DECREASED2,8222,888-66-2%$238.7K$225.9K-$12.8K2026-10-20
University of Texas S AM Investment Management Co
DECREASED2,8153,555-740-21%$293.8K$225.3K-$68.4K2026-11-03
Financial Security Advisor, Inc.
DECREASED2,8133,510-697-20%$290.0K$225.2K-$64.8K2026-11-03
Summit Financial Wealth Advisors, LLC
INCREASED2,8132,803+10+0%$231.6K$225.2K-$6.5K2026-10-15
Emergent Wealth Advisors, LLC
DECREASED2,8093,732-923-25%$278.1K$224.8K-$53.3K2026-10-09
Bangor Savings Bank
DECREASED2,8002,805-50%$231.8K$224.1K-$7.7K2026-10-06
Willis Investment Counsel
UNCHANGED2,8002,80000%$231.4K$224.1K-$7.3K2026-10-20
Kwmg, LLC
DECREASED2,7932,874-81-3%$237.5K$223.6K-$13.9K2026-10-07
Wealth Management Partners, LLC
DECREASED2,7843,127-343-11%$258.5K$222.9K-$35.6K2026-10-21
Sterling Group Wealth Management, LLC
UNCHANGED2,7752,77500%$229.3K$222.1K-$7.2K2026-11-03
Gratus Wealth Advisors, LLC
INCREASED2,7742,766+8+0%$228.6K$222.1K-$6.5K2026-10-26
Asset Allocation Strategies LLC
INCREASED2,7522,726+26+1%$225.3K$220.3K-$5.0K2026-10-20
Security Financial Services, Inc.
INCREASED2,7452,594+151+6%$214.4K$219.7K+$5.4K2026-10-29
BCS Wealth Management
DECREASED2,7442,792-48-2%$230.7K$219.7K-$11.0K2026-11-03
Richmond Investment Services, LLC
UNCHANGED2,7442,74400%$226.8K$219.7K-$7.1K2026-10-29
Skyline Advisors, Inc.
UNCHANGED2,7422,74200%$226.6K$219.5K-$7.1K2026-11-03
Mraz, Amerine & Associates, Inc.
INCREASED2,7402,705+35+1%$223.6K$219.4K-$4.2K2026-10-30
Foundry Financial LLC
NEW2,737—+2,737——$219.1K—2026-10-16
Worth Asset Management, LLC
NEW2,733—+2,733——$218.8K—2026-10-07
Cedar Point Capital Partners, LLC
UNCHANGED2,7222,72200%$224.9K$217.9K-$7.1K2026-10-29
Junk Investment Group, LLC
INCREASED2,7202,711+9+0%$224.0K$217.7K-$6.3K2026-10-19
Aspen Wealth Management LLC
NEW2,715—+2,715——$217.3K—2026-10-14
First Business Financial Services, Inc.
UNCHANGED2,7152,71500%$224.4K$217.3K-$7.0K2026-10-29
Winthrop Advisory Group LLC
NEW2,710—+2,710——$217.0K—2026-10-22
Independent Wealth Network Inc.
DECREASED2,7102,890-180-6%$238.9K$216.9K-$22.0K2026-10-19
Community Bank, N.A.
UNCHANGED2,7042,70400%$223.4K$216.5K-$7.0K2026-11-06
Eurizon SLJ Capital Ltd
DECREASED2,7002,891-191-7%$238.9K$216.1K-$22.8K2026-11-06
Hickory Point Bank & Trust
DECREASED2,7002,800-100-4%$231.4K$216.1K-$15.3K2026-10-01
Aries Wealth Management
UNCHANGED2,7002,70000%$223.1K$216.1K-$7.0K2026-10-23
Gemmer Asset Management LLC
NEW2,695—+2,695——$215.7K—2026-10-16
MW Advisory, LLC
INCREASED2,6892,464+225+9%$203.6K$215.3K+$11.7K2026-10-19
Galvin, Gaustad & Stein, LLC
UNCHANGED2,6812,68100%$221.6K$214.6K-$6.9K2026-10-08
Cherrydale Wealth Management, LLC
UNCHANGED2,6752,67500%$221.1K$214.2K-$6.9K2026-10-20
Waller Financial Planning Group, Inc
UNCHANGED2,6742,67400%$221.0K$214.0K-$6.9K2026-10-07
Rare Wolf Capital LLC
NEW2,661—+2,661——$213.0K—2026-10-20
Firethorn Wealth Partners, LLC
DECREASED2,6462,692-46-2%$222.5K$211.8K-$10.7K2026-10-14
IPG Investment Advisors LLC
INCREASED2,6422,550+92+4%$210.7K$211.5K+$7602026-10-30
Washington Capital Management, Inc
UNCHANGED2,6402,64000%$218.2K$211.3K-$6.8K2026-10-19
Spring Capital Management, LLC
UNCHANGED2,6382,63800%$218.0K$211.2K-$6.8K2026-10-09
Stenger Family Office, LLC
NEW2,636—+2,636——$212.8K—2026-10-22
Pacific Sage Partners, LLC
INCREASED2,6342,507+127+5%$207.2K$210.9K+$3.6K2026-10-21
Innova Wealth Partners
INCREASED2,6342,631+3+0%$217.4K$210.8K-$6.6K2026-10-21
Clear Creek Financial Management, LLC
DECREASED2,6333,603-970-27%$297.8K$210.8K-$87.0K2026-10-28
Acorn Creek Capital LLC
DECREASED2,6332,662-29-1%$220.0K$210.8K-$9.2K2026-11-05
Wealth Effects LLC
UNCHANGED2,6252,62500%$216.9K$210.1K-$6.8K2026-10-23
Hoese & Co LLP
UNCHANGED2,6242,62400%$216.8K$210.0K-$6.8K2026-10-21
Missouri Trust & Investment Co
DECREASED2,6053,208-603-19%$277.4K$208.5K-$68.8K2026-11-04
Echo45 Advisors LLC
NEW2,604—+2,604——$208.4K—2026-10-07
Macco Financial Group, Inc.
UNCHANGED2,6002,60000%$214.9K$208.1K-$6.7K2026-11-05
Essential Planning, Llc.
UNCHANGED2,5962,59600%$214.5K$207.8K-$6.7K2026-10-21
Integris Wealth Management, LLC
DECREASED2,5702,928-358-12%$242.0K$205.7K-$36.2K2026-10-14
Bath Savings Trust Co
UNCHANGED2,5672,56700%$212.1K$205.5K-$6.6K2026-10-07
Affiance Financial, LLC
INCREASED2,5642,550+14+1%$210.7K$205.3K-$5.4K2026-10-15
Canvas Wealth Advisors, LLC
DECREASED2,5622,931-369-13%$242.2K$217.3K-$24.9K2026-11-02
Pennsylvania Capital Management Inc
NEW2,560—+2,560——$204.9K—2026-11-05
Mach-1 Financial Group, LLC
DECREASED2,5562,811-255-9%$232.3K$204.6K-$27.7K2026-11-06
Cypress Point Wealth Management, LLC
NEW2,551—+2,551——$204.2K—2026-11-03
Wespac Advisors SoCal, LLC
INCREASED2,5472,517+30+1%$208.0K$203.9K-$4.1K2026-10-13
Harbour Capital Advisors, LLC
UNCHANGED2,5462,54600%$221.9K$203.8K-$18.1K2026-10-13
M. Kraus & Co
UNCHANGED2,5392,53900%$209.8K$203.2K-$6.6K2026-10-20
Allen Mooney & Barnes Investment Advisors LLC
DECREASED2,5353,553-1,018-29%$293.6K$202.9K-$90.7K2026-10-08
Sovran Advisors, LLC
UNCHANGED2,5302,53000%$219.8K$214.6K-$5.2K2026-11-02
Voisard Asset Management Group, Inc.
NEW2,529—+2,529——$202.4K—2026-10-13
Archer Investment Corp
INCREASED2,5172,366+151+6%$195.6K$201.5K+$5.9K2026-11-05
Instrumental Wealth, LLC
DECREASED2,5172,612-95-4%$215.8K$201.5K-$14.4K2026-10-20
CRA Financial Services, LLC
INCREASED2,5042,321+183+8%$191.8K$200.4K+$8.6K2026-10-16
Strategy Asset Managers LLC
INCREASED2,5012,421+80+3%$200.1K$200.2K+$1342026-10-14
Violich Capital Management, Inc.
UNCHANGED2,5002,50000%$206.6K$200.1K-$6.5K2026-10-05
Creative Capital Management Investments LLC
INCREASED2,3852,339+46+2%$193.3K$190.9K-$2.4K2026-10-28
Essential Partners LLC
DECREASED2,3722,477-105-4%$204.7K$189.9K-$14.8K2026-10-14
Proathlete Wealth Management LLC
INCREASED2,3551,681+674+40%$138.9K$188.5K+$49.6K2026-10-15
Key FInancial Inc
INCREASED2,3342,325+9+0%$192.1K$186.8K-$5.3K2026-11-02
Plante Moran Financial Advisors, LLC
INCREASED2,3042,046+258+13%$169.1K$184.4K+$15.4K2026-11-04
Rydar Equities, Inc.
NEW2,254—+2,254——$180.9K—2026-10-13
American Capital Advisory, LLC
DECREASED2,2512,455-204-8%$202.9K$180.2K-$22.7K2026-10-28
Gables Capital Management Inc.
UNCHANGED2,2002,20000%$181.8K$176.1K-$5.7K2026-11-04
Wealth Enhancement Trust Services, Inc.
DECREASED2,1735,120-2,947-58%$423.1K$173.9K-$249.2K2026-10-07
Reap Financial Group, LLC
INCREASED2,1711,982+189+10%$163.8K$173.8K+$10.0K2026-11-02
Abound Wealth Management
INCREASED2,0972,041+56+3%$168.7K$167.9K-$8132026-10-26
Essential Investment Partners LLC
INCREASED2,0861,447+639+44%$119.6K$167.0K+$47.4K2026-10-27
Bank & Trust Co
UNCHANGED2,0372,03700%$168.3K$163.1K-$5.3K2026-10-07
Creative Financial Designs Inc
INCREASED1,9961,990+6+0%$164.4K$159.8K-$4.7K2026-11-04
Godsey & Gibb, Inc
NEW1,992—+1,992——$159.5K—2026-10-14
Chilton Capital Management LLC
DECREASED1,9802,279-299-13%$188.3K$158.5K-$29.8K2026-10-28
Elevated Capital Advisors, LLC
DECREASED1,9777,592-5,615-74%$627.4K$158.2K-$469.2K2026-11-04
Armstrong Advisory Group, Inc
INCREASED1,9701,966+4+0%$162.5K$157.7K-$4.7K2026-10-09
Planning Strategies Inc.
INCREASED1,9341,912+22+1%$158.0K$154.8K-$3.2K2026-10-02
Community Financial Services Group, LLC
INCREASED1,8781,869+9+0%$160.6K$150.7K-$9.9K2026-10-15
Independence Bank of Kentucky
INCREASED1,8241,259+565+45%$104.0K$146.0K+$42.0K2026-10-26
Private Wealth Management Group, LLC
UNCHANGED1,8131,81300%$149.8K$145.1K-$4.7K2026-10-19
J.Safra Asset Management Corp
INCREASED1,8081,807+1+0%$149.4K$144.7K-$4.6K2026-11-03
Westside Investment Management, Inc.
UNCHANGED1,7931,79300%$148.2K$144.1K-$4.1K2026-11-02
Bay Harbor Wealth Management, LLC
INCREASED1,7621,754+8+0%$145.0K$141.0K-$3.9K2026-11-03
Your Advocates Ltd., LLP
DECREASED1,7172,008-291-14%$165.9K$137.5K-$28.4K2026-11-03
Inspire Investing, LLC
UNCHANGED1,6761,67600%$138.5K$134.2K-$4.3K2026-10-22
First United Bank & Trust
UNCHANGED1,6551,65500%$136.8K$132.5K-$4.3K2026-10-22
City Holding Co
INCREASED1,6531,589+64+4%$131.3K$132.3K+$1.0K2026-10-19
Centerpoint Advisors, LLC
UNCHANGED1,6531,65300%$137.0K$132-$136.9K2026-11-05
First Community Trust NA
INCREASED1,650814+836+103%$67.3K$132.1K+$64.8K2026-10-07
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED1,6001,60000%$132.0K$128-$131.9K2026-11-02
Murphy & Mullick Capital Management Corp
INCREASED1,5891,586+3+0%$131.1K$127.2K-$3.8K2026-11-02
Latitude Advisors, LLC
NEW1,587—+1,587——$127.1K—2026-10-27
Clean Yield Group
UNCHANGED1,5681,56800%$129.6K$125.5K-$4.1K2026-10-28
Financial Management Professionals, Inc.
DECREASED1,5612,119-558-26%$175.1K$124.9K-$50.2K2026-10-23
Atlantic Edge Private Wealth Management, LLC
INCREASED1,550150+1,400+933%$12.4K$124.1K+$111.7K2026-10-20
AXS Investments LLC
DECREASED1,5301,982-452-23%$163.8K$122.5K-$41.3K2026-11-04
Adirondack Trust Co
UNCHANGED1,5111,51100%$124.9K$121.0K-$3.9K2026-10-14
Gen-Wealth Partners Inc
DECREASED1,4922,448-956-39%$202.3K$119.5K-$82.8K2026-11-04
Ascentis Wealth Management, LLC
INCREASED1,466966+500+52%$79.8K$117.4K+$37.5K2026-11-03
Ares Financial Consulting, LLC
INCREASED1,4641,462+2+0%$120.8K$117.2K-$3.6K2026-10-19
SRH Advisors, LLC
UNCHANGED1,4001,40000%$115.7K$112.1K-$3.6K2026-10-22
UMB Private Wealth Management, LLC
NEW1,394—+1,394——$111.6K—2026-10-19
Bayforest Capital Ltd
INCREASED1,3871,106+281+25%$91.4K$111.0K+$19.6K2026-11-03
Country Trust Bank
DECREASED1,3801,422-42-3%$117.5K$110.5K-$7.0K2026-10-30
Ulland Investment Advisors, LLC
UNCHANGED1,3701,37000%$113$110-$32026-10-13
Tompkins Financial Corp
DECREASED1,3501,420-70-5%$117.3K$108.1K-$9.3K2026-10-05
Lodestone Wealth Management LLC
INCREASED1,3381,332+6+0%$110.1K$107.1K-$3.0K2026-10-14
Clearstead Trust, LLC
DECREASED1,3321,340-8-1%$110.7K$106.6K-$4.1K2026-11-06
Fortis Group Advisors, LLC
INCREASED1,3311,327+4+0%$109.7K$106.5K-$3.1K2026-11-06
Hilton Head Capital Partners, LLC
DECREASED1,3281,352-24-2%$111.7K$106.3K-$5.4K2026-10-23
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED1,3201,210+110+9%$100.0K$106-$99.9K2026-10-14
Stone House Investment Management, LLC
INCREASED1,314533+781+147%$44.0K$105.2K+$61.1K2026-10-23
Tsfg, LLC
INCREASED1,3141,313+1+0%$109.0K$105-$108.9K2026-10-23
Union Savings Bank
UNCHANGED1,2931,29300%$106.8K$103.5K-$3.3K2026-10-14
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
UNCHANGED1,2901,29000%$106.6K$103.3K-$3.3K2026-10-21
Signature Resources Capital Management, LLC
DECREASED1,2851,286-10%$106.3K$102.9K-$3.4K2026-10-16
RMG Wealth Management LLC
INCREASED1,2821,276+6+0%$113.5K$106.2K-$7.2K2026-10-26
Cranbrook Wealth Management, LLC
UNCHANGED1,2751,27500%$105.4K$102.1K-$3.3K2026-10-28
Highline Wealth Partners LLC
INCREASED1,262991+271+27%$81.9K$101.0K+$19.1K2026-10-19
American National Bank & Trust
DECREASED1,2511,276-25-2%$105.4K$100.1K-$5.3K2026-10-07
Wilkerson Advisory Group LLC
INCREASED1,2391,205+34+3%$99.6K$99.1K-$4372026-10-20
Investment Research & Advisory Group, Inc.
INCREASED1,2311,230+1+0%$101.6K$105.2K+$3.6K2026-10-19
Smallwood Wealth Investment Management, LLC
DECREASED1,2291,234-50%$102.0K$98.4K-$3.6K2026-10-30
Manitou Investment Management Ltd.
UNCHANGED1,2201,22000%$100.8K$97.7K-$3.2K2026-10-15
Bank of New Hampshire
UNCHANGED1,2201,22000%$100.8K$97.7K-$3.2K2026-10-06
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED1,2081,20800%$99.8K$96.7K-$3.1K2026-10-28
Towne Trust Company, N.a
UNCHANGED1,1831,18300%$97.8K$94.7K-$3.1K2026-10-28
1620 Investment Advisors, Inc.
UNCHANGED1,1701,17000%$96.7K$93.7K-$3.0K2026-11-04
Financial Consulate, Inc
INCREASED1,1471,113+34+3%$92.0K$91.8K-$1782026-10-23
West Financial Advisors, LLC
DECREASED1,1421,469-327-22%$121.4K$91.4K-$30.0K2026-10-22
WPG Advisers, LLC
INCREASED1,1311,059+72+7%$87.5K$90.5K+$3.0K2026-10-27
High Note Wealth, LLC
INCREASED1,1261,008+118+12%$83.3K$90.1K+$6.8K2026-10-27
Financial Freedom, LLC
NEW1,107—+1,107——$88.6K—2026-11-06
Bfsg, LLC
INCREASED1,100778+322+41%$64.3K$88.0K+$23.7K2026-10-30
Addison Advisors LLC
INCREASED1,0951,019+76+7%$84.2K$87.7K+$3.4K2026-11-06
Financial Perspectives, Inc
UNCHANGED1,0821,08200%$89.4K$86.6K-$2.8K2026-11-03
Activest Wealth Management
DECREASED1,0711,577-506-32%$130.3K$85.8K-$44.6K2026-10-15
Nfsg Corp
INCREASED1,0671,013+54+5%$83.7K$85.4K+$1.7K2026-10-15
Security National Bank
INCREASED1,0231,018+5+0%$84.1K$81.9K-$2.2K2026-10-26
Signature Equity Partners, LLC
INCREASED992793+199+25%$65.5K$79.4K+$13.9K2026-10-29
Syntax Research, Inc.
DECREASED9842,036-1,052-52%$168.3K$78.8K-$89.5K2026-11-04
Moisand Fitzgerald Tamayo, LLC
INCREASED977804+173+22%$66.4K$78.2K+$11.8K2026-10-15
Investors Research Corp
UNCHANGED96396300%$79.6K$77.1K-$2.5K2026-10-07
Arlington Trust Co LLC
INCREASED908631+277+44%$52.1K$72.7K+$20.5K2026-10-20
LAM Group, Inc.
UNCHANGED90090000%$74.4K$72.0K-$2.3K2026-10-26
Intesa Sanpaolo Wealth Management
UNCHANGED87487400%$72.2K$70.0K-$2.3K2026-10-28
StrongBox Wealth, LLC
INCREASED870859+11+1%$71.0K$69.6K-$1.3K2026-11-02
James T. Borello RIA
INCREASED855833+22+3%$68.8K$68.4K-$3962026-10-16
Vision Financial Markets LLC
DECREASED839890-51-6%$74.0K$67.1K-$6.8K2026-10-22
New England Capital Financial Advisors LLC
UNCHANGED83983900%$69.3K$67.1K-$2.2K2026-11-03
Fairscale Capital, LLC
INCREASED824780+44+6%$64.5K$68.7K+$4.3K2026-11-04
Quest 10 Wealth Builders, Inc.
DECREASED823832-9-1%$68.8K$65.9K-$2.9K2026-11-02
Joseph Group Capital Management
INCREASED819593+226+38%$49.0K$65.6K+$16.6K2026-11-04
Mcdonald Partners LLC
DECREASED817907-90-10%$75.0K$65.4K-$9.6K2026-11-03
Valued Wealth Advisors LLC
DECREASED802872-70-8%$72.1K$64.2K-$7.9K2026-11-05
Cdkv Holdings LLC
UNCHANGED80280200%$66.3K$64.2K-$2.1K2026-10-28
Advantage Trust Co
UNCHANGED80080000%$66.1K$64.0K-$2.1K2026-10-19
Prudent Man Investment Management, Inc.
UNCHANGED80080000%$74.6K$64.0K-$10.5K2026-11-03
Birch Financial Group, LLC
NEW797—+797——$63.8K—2026-10-27
Covestor Ltd
INCREASED779727+52+7%$60.0K$62-$59.9K2026-10-30
Reyes Financial Architecture, Inc.
UNCHANGED76376300%$63.1K$61.1K-$2.0K2026-10-22
Monetary Solutions, Ltd
INCREASED745740+5+1%$61.2K$59.6K-$1.5K2026-10-22
Foster Dykema Cabot & Partners, LLC
UNCHANGED72672600%$60.0K$58.1K-$1.9K2026-10-30
3 Factor Indexing, LLC
UNCHANGED71071000%$58.7K$56.8K-$1.8K2026-10-15
NBH Bank
UNCHANGED70570500%$58.3K$56.4K-$1.8K2026-11-05
Hyposwiss Advisors SA
UNCHANGED66666600%$55.0K$53.3K-$1.7K2026-10-26
Adkins Seale Capital Management LLC
UNCHANGED66666600%$55.0K$53.3K-$1.7K2026-10-27
Beacon Financial Strategies Corp
UNCHANGED66166100%$54.6K$52.9K-$1.7K2026-10-14
Cedar Mountain Advisors, LLC
UNCHANGED65565500%$54.1K$52.4K-$1.7K2026-10-15
Woodard & Co Asset Management Group Inc
INCREASED617612+5+1%$50.6K$49.4K-$1.2K2026-11-03
Hughes Financial Services, LLC
DECREASED614664-50-8%$54.9K$52.1K-$2.8K2026-10-30
Elevation Wealth Partners, LLC
INCREASED610444+166+37%$36.7K$48.8K+$12.1K2026-10-07
Entrust Financial LLC
DECREASED600655-55-8%$54.1K$48.0K-$6.1K2026-11-04
Virginia Estate & Retirement Planning Advisors Inc.
INCREASED597497+100+20%$41.1K$47.8K+$6.7K2026-10-14
GoalVest Advisory LLC
INCREASED597552+45+8%$45.6K$47.8K+$2.2K2026-10-02
Hurley Capital, LLC
UNCHANGED58258200%$48.1K$46.6K-$1.5K2026-11-05
Barrett & Company, Inc.
UNCHANGED57757700%$47.7K$46.2K-$1.5K2026-10-22
Sunrise Financial Services, LLC
UNCHANGED55955900%$46.2K$44.7K-$1.4K2026-10-21
St. Johns Investment Management Company, LLC
UNCHANGED55355300%$45.7K$44.3K-$1.4K2026-10-30
Quaker Wealth Management, LLC
INCREASED547546+1+0%$45.1K$43.8K-$1.3K2026-10-22
Paladin Partners, LLC
UNCHANGED54054000%$44.6K$43.2K-$1.4K2026-10-06
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED53553500%$44.2K$42.8K-$1.4K2026-10-28
Beacon Investment Advisory Services, Inc.
DECREASED5261,078-552-51%$89.1K$42.1K-$47.0K2026-10-13
Bradley & Co. Private Wealth Management, LLC
UNCHANGED52152100%$43.1K$41.7K-$1.3K2026-10-23
Putney Financial Group LLC
NEW500—+500——$40.0K—2026-10-30
LFA - Lugano Financial Advisors SA
DECREASED500635-135-21%$52.5K$40.0K-$12.5K2026-11-03
Summit Securities Group LLC
DECREASED498909-411-45%$75.1K$39.9K-$35.3K2026-11-05
Evolution Wealth Management Inc.
INCREASED495224+271+121%$18.5K$39.6K+$21.1K2026-10-28
PFS Partners, LLC
UNCHANGED48648600%$40.1K$38.9K-$1.3K2026-10-21
Kelleher Financial Advisors
DECREASED480924-444-48%$76.4K$38.4K-$37.9K2026-10-30
Tobam
INCREASED478240+238+99%$20.0K$38-$20.0K2026-11-03
Clark Wealth Partners
INCREASED478322+156+48%$26.6K$38.3K+$11.7K2026-10-19
Horizon Financial Services, LLC
DECREASED478547-69-13%$45.2K$38.3K-$6.9K2026-11-04
SBK Financial, Inc.
UNCHANGED47147100%$38.9K$37.7K-$1.2K2026-11-02
Align Financial, LLC
INCREASED464440+24+5%$36.4K$37.1K+$7812026-10-16
Lloyd Advisory Services, Llc.
DECREASED456468-12-3%$38.6K$36.5K-$2.1K2026-11-02
MidAtlantic Capital Management, Inc.
NEW452—+452——$36.2K—2026-11-05
Retirement Wealth Solutions LLC
INCREASED445243+202+83%$20.1K$35.6K+$15.5K2026-10-07
Valley Wealth Managers, Inc.
UNCHANGED42642600%$35.2K$34.1K-$1.1K2026-10-09
MB, Levis & Associates, LLC
UNCHANGED41941900%$34.6K$33.5K-$1.1K2026-10-16
Bare Financial Services, Inc
INCREASED411331+80+24%$27.4K$32.9K+$5.5K2026-11-04
Mascoma Wealth Management LLC
DECREASED411417-6-1%$34.5K$32.9K-$1.6K2026-10-23
One River Asset Management, LLC
DECREASED4101,077-667-62%$89.0K$32.8K-$56.2K2026-10-21
Aventus Investment Advisors, Inc.
UNCHANGED41041000%$33.9K$32.8K-$1.1K2026-10-09
Alpine Bank Wealth Management
UNCHANGED40540500%$33.5K$32.4K-$1.0K2026-10-16
Pathway Financial Advisers, LLC
NEW403—+403——$32.2K—2026-10-27
Costello Asset Management, Inc
UNCHANGED39839800%$32.9K$31.9K-$1.0K2026-10-30
CGC Financial Services, LLC
UNCHANGED39639600%$32.7K$31.7K-$1.0K2026-10-13
Phillip James Consulting Co.
UNCHANGED35735700%$29.5K$28.6K-$9242026-11-03
Redwood Park Advisors LLC
INCREASED350348+2+1%$28.8K$28.0K-$7612026-11-02
Next Level Wealth Planning, LLC
NEW341—+341——$27.3K—2026-10-29
Main Street Group, LTD
UNCHANGED32032000%$26.4K$25.6K-$8292026-10-28
Nemes Rush Group LLC
DECREASED316365-49-13%$30.2K$25.3K-$4.9K2026-11-04
Access Investment Management LLC
UNCHANGED31631600%$26.1K$25.3K-$8192026-10-23
Coston, McIsaac & Partners
INCREASED296263+33+13%$21$23.8K+$23.8K2026-11-06
Burk Holdings LLC
INCREASED291161+130+81%$13.3K$23.3K+$10.0K2026-11-05
Pension & Wealth Management Advisors, Inc.
DECREASED281516-235-46%$42.7K$22.6K-$20.1K2026-10-16
Rothwell Investment Advisors, LLC
NEW266—+266——$21.3K—2026-11-06
KFG LLC
NEW266—+266——$21.3K—2026-11-02
Tounjian Advisory Partners, LLC
INCREASED250245+5+2%$20.3K$20.0K-$2322026-11-04
DecisionPoint Financial, LLC
INCREASED24142+199+474%$3.6K$19.3K+$15.7K2026-10-27
IMG Wealth Management, Inc.
INCREASED239222+17+8%$18.3K$19.1K+$7862026-10-27
GGM Financial LLC
INCREASED236235+1+0%$19.4K$18.9K-$4992026-11-05
Toth Financial Advisory Corp
INCREASED23328+205+732%$2.3K$18.7K+$16.3K2026-10-08
Holos Integrated Wealth LLC
UNCHANGED23223200%$20.2K$19.0K-$1.2K2026-10-23
Kozak & Associates, Inc.
INCREASED231230+1+0%$19.8K$19.3K-$4122026-10-29
Rakuten Securities, Inc.
INCREASED222119+103+87%$9.8K$17.8K+$7.9K2026-11-02
Marquette Asset Management, LLC
DECREASED220277-57-21%$22.9K$17.6K-$5.3K2026-10-09
Whipplewood Advisors, LLC
DECREASED200281-81-29%$23.2K$16.0K-$7.2K2026-10-20
Breakwater Investment Management
INCREASED196172+24+14%$14.2K$15.7K+$1.5K2026-10-20
Downshift Financial, LLC
UNCHANGED18818800%$15.5K$15.0K-$4872026-10-13
Vaquero Private Wealth, LTD
UNCHANGED18318300%$15.1K$14.6K-$4742026-10-27
Gleason Group, Inc.
UNCHANGED17317300%$14.3K$13.8K-$4482026-10-15
Wolff Wiese Magana LLC
UNCHANGED16016000%$13.2K$12.8K-$4152026-10-15
William Mack & Associates, Inc.
NEW157—+157——$12.6K—2026-10-27
Newton One Investments LLC
DECREASED156315-159-50%$26.0K$12.5K-$13.5K2026-10-14
Key Capital Management, Inc
INCREASED13298+34+35%$8.1K$10.6K+$2.5K2026-11-03
Navigoe, LLC
INCREASED12929+100+345%$2$10+$82026-11-04
Morton Brown Family Wealth, LLC
UNCHANGED12612600%$10.4K$10.1K-$3272026-10-23
IFS Advisors, LLC
UNCHANGED11811800%$9.8K$9.4K-$3062026-10-14
Three Bridge Wealth Advisors, LLC
NEW116—+116——$9.3K—2026-11-05
Meriwether Wealth & Planning, LLC
NEW115—+115——$9.2K—2026-10-13
Carolina Wealth Advisors, LLC
UNCHANGED11311300%$9.3K$9.0K-$2922026-10-23
TFC Financial Management, Inc.
UNCHANGED11311300%$9.3K$9.0K-$2932026-10-26
Dhjj Financial Advisors, Ltd.
INCREASED109106+3+3%$8.7K$8.8K+$222026-10-23
Granite FO LLC
UNCHANGED10810800%$8.9K$8.6K-$2802026-10-14
WestEnd Advisors, LLC
UNCHANGED10710700%$8.8K$8.6K-$2772026-10-27
Aspect Partners, LLC
DECREASED104169-65-38%$14.0K$8.3K-$5.6K2026-10-20
Yankcom Partnership
UNCHANGED10310300%$8.5K$8.2K-$2672026-10-15
Networth Advisors, LLC
INCREASED101100+1+1%$8.3K$8.1K-$2132026-11-03
Eukles Asset Management
UNCHANGED10110100%$8.3K$8.1K-$2622026-11-04
Clayton Financial Group LLC
NEW100—+100——$8.0K—2026-10-13
GS Investments, Inc.
DECREASED100400-300-75%$33.1K$8.0K-$25.1K2026-11-05
Davis Capital Management
DECREASED87203-116-57%$16.8K$7.0K-$9.8K2026-10-08
Kingdom Financial Group Llc.
DECREASED85215-130-60%$17.8K$6.8K-$11.0K2026-11-04
Trifecta Capital Advisors, LLC
UNCHANGED777700%$6.4K$6.2K-$2002026-10-21
Sfam, LLC
UNCHANGED767600%$6.3K$6.1K-$1852026-11-03
Glass Jacobson Investment Advisors llc
UNCHANGED767600%$6.3K$6.1K-$1732026-10-26
Torren Management, LLC
UNCHANGED666600%$5.5K$5.3K-$1672026-10-29
PayPay Securities Corp
DECREASED5960-1-2%$5.0K$4.7K-$2352026-10-27
Dynamic Wealth Strategies, LLC
UNCHANGED565600%$4.6K$4.5K-$1452026-10-16
Maseco LLP
NEW55—+55——$4.4K—2026-10-27
Olistico Wealth, LLC
UNCHANGED555500%$4.5K$4.4K-$1422026-10-05
Transce3nd, LLC
DECREASED54104-50-48%$9.1K$4.5K-$4.6K2026-10-26
Decker Retirement Planning Inc.
DECREASED51128-77-60%$10.6K$4.1K-$6.5K2026-10-19
CKW Financial Group
DECREASED3981-42-52%$7$3-$42026-10-29
Friedenthal Financial
UNCHANGED343400%$2.8K$2.7K-$722026-10-27
Contravisory Investment Management, Inc.
DECREASED2812,324-12,296-100%$1.0M$2.2K-$1.0M2026-10-13
Livelsberger Financial Advisory
NEW24—+24——$1.9K—2026-10-28
POM Investment Strategies, LLC
DECREASED2241-19-46%$3.4K$1.8K-$1.6K2026-10-20
Canton Hathaway, LLC
NEW20—+20——$1.6K—2026-10-23
Mainstream Capital Management LLC
NEW17—+17——$1.4K—2026-10-23
NorthAvenue LLC
UNCHANGED161600%$1.3K$1.3K-$422026-10-29
Fairway Wealth LLC
UNCHANGED151500%$1.2K$1.2K-$322026-10-30
North Point Portfolio Managers Corp
NEW14—+14——$1.1K—2026-10-07
Kings Path Partners LLC
UNCHANGED141400%$1.2K$1.1K-$362026-10-21
Maryland Capital Advisors Inc.
UNCHANGED7700%$579$561-$182026-10-15
Sarver Vrooman Wealth Advisors
UNCHANGED5500%$429$400-$292026-10-01
McCarley & Cook Financial Planners
UNCHANGED4400%$331$320-$112026-10-21
Bullock Wealth Management Group
UNCHANGED3300%$277$260-$172026-10-09
Noble Wealth Management PBC
DECREASED122-21-95%$1.8K$80-$1.7K2026-10-01
Imc-Chicago, LLC
CLOSED0355,735-355,735-100%$29.4M$0-$29.4M2026-11-05
iA Global Asset Management Inc.
CLOSED068,692-68,692-100%$5.7M$0-$5.7M2026-10-29
Synergy Asset Management, LLC
CLOSED066,211-66,211-100%$5.5M$0-$5.5M2026-11-05
Jefferies Financial Group Inc.
CLOSED060,076-60,076-100%$5.0M$0-$5.0M2026-11-05
Davis-Rea Ltd.
CLOSED060,000-60,000-100%$5.0M$0-$5.0M2026-10-13
Capricorn Fund Managers Ltd
CLOSED048,900-48,900-100%$4.0M$0-$4.0M2026-11-03
ABC Arbitrage SA
CLOSED029,743-29,743-100%$2.5M$0-$2.5M2026-10-23
Vestor Capital, LLC
CLOSED027,981-27,981-100%$3.2K$0-$3.2K2026-11-04
Financiere des Professionnels - Fonds d'investissement inc.
CLOSED026,857-26,857-100%$2.2M$0-$2.2M2026-11-03
Pacific Excel Wealth Advisors, Inc.
CLOSED022,998-22,998-100%$1.9M$0-$1.9M2026-10-27
Park Edge Advisors, LLC
CLOSED018,408-18,408-100%$1.5M$0-$1.5M2026-10-28
Lecap Asset Management LTD
CLOSED010,137-10,137-100%$837.7K$0-$837.7K2026-10-27
Lane Brothers & Co Inc
CLOSED09,892-9,892-100%$817.5K$0-$817.5K2026-11-02
Check Capital Management Inc
CLOSED08,966-8,966-100%$741.0K$0-$741.0K2026-11-05
One Wealth Capital Management, LLC
CLOSED08,860-8,860-100%$732.2K$0-$732.2K2026-10-23
KPP Advisory Services LLC
CLOSED08,096-8,096-100%$669.1K$0-$669.1K2026-10-26
R Squared Ltd
CLOSED07,230-7,230-100%$597.5K$0-$597.5K2026-11-06
Arbor Investment Advisors, LLC
CLOSED06,094-6,094-100%$503.6K$0-$503.6K2026-10-26
Hikari Power Ltd
CLOSED05,500-5,500-100%$455.0K$0-$455.0K2026-10-30
MMA Asset Management LLC
CLOSED04,902-4,902-100%$405.1K$0-$405.1K2026-11-02
Laurion Capital Management LP
CLOSED04,841-4,841-100%$400.1K$0-$400.1K2026-10-30
Brady Family Wealth, LLC
CLOSED04,153-4,153-100%$343.2K$0-$343.2K2026-11-02
Johnson Financial Group, LLC
CLOSED03,229-3,229-100%$266.8K$0-$266.8K2026-11-03
Finer Wealth Management, Inc.
CLOSED03,187-3,187-100%$263.4K$0-$263.4K2026-10-16
Central Valley Advisors, LLC
CLOSED03,107-3,107-100%$256.7K$0-$256.7K2026-10-27
Paragon Private Wealth Management, LLC
CLOSED03,062-3,062-100%$253.1K$0-$253.1K2026-10-20
MKT Advisors LLC
CLOSED02,979-2,979-100%$259.8K$0-$259.8K2026-10-20
Davis Investment Partners, LLC
CLOSED02,937-2,937-100%$242.7K$0-$242.7K2026-11-05
Veratis Advisors, Inc.
CLOSED02,828-2,828-100%$229.4K$0-$229.4K2026-11-03
Spinnaker Investment Group, LLC
CLOSED02,778-2,778-100%$229.6K$0-$229.6K2026-10-13
JB Capital LLC
CLOSED02,689-2,689-100%$222.2K$0-$222.2K2026-10-19
Wespac Advisors, LLC
CLOSED02,685-2,685-100%$221.9K$0-$221.9K2026-10-26
Oregon Pacific Wealth Management, LLC
CLOSED02,682-2,682-100%$221.6K$0-$221.6K2026-10-20
Livet Wealth, LLC
CLOSED02,636-2,636-100%$217.8K$0-$217.8K2026-10-27
Brown Miller Wealth Management, LLC
CLOSED02,600-2,600-100%$214.9K$0-$214.9K2026-11-02
Global Financial Private Client, LLC
CLOSED02,537-2,537-100%$209.7K$0-$209.7K2026-10-15
Ayrshire Capital Management LLC
CLOSED02,500-2,500-100%$206.6K$0-$206.6K2026-10-20
Eagle Strategies LLC
CLOSED02,466-2,466-100%$203.8K$0-$203.8K2026-10-16
Legacy Trust
CLOSED02,462-2,462-100%$203.5K$0-$203.5K2026-11-06
TopTier Wealth Management, LLC
CLOSED02,437-2,437-100%$201.4K$0-$201.4K2026-10-16
Montz Harcus Wealth Management LLC
CLOSED02,436-2,436-100%$201.3K$0-$201.3K2026-10-09
Colton Groome Financial Advisors, LLC
CLOSED02,427-2,427-100%$200.6K$0-$200.6K2026-10-06
Sculati Wealth Management, LLC
CLOSED02,400-2,400-100%$210.0K$0-$210.0K2026-10-19
Wellington Shields & Co., LLC
CLOSED02,138-2,138-100%$176.7K$0-$176.7K2026-11-03
Sherman Asset Management, Inc.
CLOSED01,729-1,729-100%$142.9K$0-$142.9K2026-11-05
Cornerstone Planning Group LLC
CLOSED01,696-1,696-100%$146.6K$0-$146.6K2026-10-16
Gill Capital Partners, LLC
CLOSED01,521-1,521-100%$125.7K$0-$125.7K2026-10-13
Obsidian CIO, LLC
CLOSED01,342-1,342-100%$110.9K$0-$110.9K2026-11-05
Wellington Grp LLC
CLOSED01,193-1,193-100%$95.0K$0-$95.0K2026-11-06
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED0849-849-100%$70.2K$0-$70.2K2026-10-14
Founders Capital Management
CLOSED0813-813-100%$67.2K$0-$67.2K2026-10-13
Wellington Shields Capital Management, LLC
CLOSED0600-600-100%$49.6K$0-$49.6K2026-11-03
BankPlus Trust Department
CLOSED0549-549-100%$45.4K$0-$45.4K2026-11-06
Commonwealth Retirement Investments LLC
CLOSED0429-429-100%$35.5K$0-$35.5K2026-10-26
FNY Investment Advisers, LLC
CLOSED0200-200-100%$16$0-$162026-10-16
Spectrum Wealth Advisory Group, LLC
CLOSED0200-200-100%$16.5K$0-$16.5K2026-10-29
Brooklyn FI, LLC
CLOSED0168-168-100%$14.5K$0-$14.5K2026-11-05
United Financial Planning Group LLC
CLOSED0110-110-100%$9.1K$0-$9.1K2026-11-04
Strengthening Families & Communities, LLC
CLOSED045-45-100%$3.7K$0-$3.7K2026-10-21
Halbert Hargrove Global Advisors, LLC
CLOSED037-37-100%$3.0K$0-$3.0K2026-10-16
Atlatl Advisers LLC
CLOSED027-27-100%$2.2K$0-$2.2K2026-10-22
Prairie Wealth Advisors, Inc.
UNCHANGED000—$388.8K$526.6K+$137.8K2026-10-29
BlackRock, Inc.
N/A—250,601,039-250,601,039-100%$20.7B———
Vanguard Capital Management LLC
N/A—199,899,163-199,899,163-100%$16.5B———
FMR LLC
N/A—152,555,290-152,555,290-100%$12.6B———
State Street Corp
N/A—135,987,935-135,987,935-100%$11.2B———
JPMorgan Chase & Co
N/A—114,238,700-114,238,700-100%$9.5B———
Capital Research Global Investors
N/A—76,395,745-76,395,745-100%$6.3B———
Vanguard Portfolio Management LLC
N/A—62,029,564-62,029,564-100%$5.1B———
Norges Bank
N/A—55,487,578-55,487,578-100%$4.6B———
Morgan Stanley
N/A—53,356,165-53,356,165-100%$4.4B———
Bank of America Corp
N/A—40,883,892-40,883,892-100%$3.4B———
State Farm Mutual Automobile Insurance Co
N/A—39,758,338-39,758,338-100%$3.3B———
Wellington Management Group LLP
N/A—39,422,141-39,422,141-100%$3.3B———
Invesco Ltd.
N/A—34,318,308-34,318,308-100%$2.8B———
Dodge & COX
N/A—31,328,076-31,328,076-100%$2.6B———
Northern Trust Corp
N/A—30,457,158-30,457,158-100%$2.5B———
Nuveen, LLC
N/A—22,621,692-22,621,692-100%$1.9B———
Ameriprise Financial Inc
N/A—21,835,452-21,835,452-100%$1.8B———
UBS Asset Management Americas LLC
N/A—21,516,479-21,516,479-100%$1.8B———
Charles Schwab Investment Management Inc
N/A—20,931,340-20,931,340-100%$1.7B———
Legal & General Group Plc
N/A—19,795,267-19,795,267-100%$1.6B———
Goldman Sachs Group Inc
N/A—19,540,021-19,540,021-100%$1.6B———
Capital International Investors
N/A—18,157,561-18,157,561-100%$1.5B———
Vanguard Fiduciary Trust Co
N/A—17,183,069-17,183,069-100%$1.4B———
Price T Rowe Associates Inc
N/A—15,337,978-15,337,978-100%$1.3B———
Massachusetts Financial Services Co
N/A—13,262,862-13,262,862-100%$1.1B———
Alliancebernstein L.P.
N/A—12,949,781-12,949,781-100%$1.0B———
Franklin Resources Inc
N/A—11,911,512-11,911,512-100%$984.4M———
UBS Group AG
N/A—10,975,364-10,975,364-100%$907.0M———
Boston Partners
N/A—10,928,653-10,928,653-100%$904.6M———
Harris Associates L P
N/A—10,892,476-10,892,476-100%$900.2M———
AQR Capital Management LLC
N/A—10,749,836-10,749,836-100%$888.4M———
Royal Bank of Canada
N/A—10,669,250-10,669,250-100%$881.7M———
Raymond James Financial Inc
N/A—10,423,007-10,423,007-100%$861.4M———
Arrowstreet Capital, Limited Partnership
N/A—10,359,027-10,359,027-100%$856.1M———
Aristotle Capital Management, LLC
N/A—9,853,089-9,853,089-100%$814.3M———
D. E. Shaw & Co., Inc.
N/A—8,575,688-8,575,688-100%$708.7M———
Davis Selected Advisers
N/A—8,008,728-8,008,728-100%$661.9M———
HSBC Holdings PLC
N/A—7,903,083-7,903,083-100%$653.9M———
Qube Research & Technologies Ltd
N/A—7,633,928-7,633,928-100%$630.9M———
Capital World Investors
N/A—7,518,425-7,518,425-100%$621.4M———
National Pension Service
N/A—7,327,199-7,327,199-100%$605.5M———
Two Sigma Investments, LP
N/A—7,266,171-7,266,171-100%$600.5M———
Hotchkis & Wiley Capital Management LLC
N/A—7,118,512-7,118,512-100%$588.3M———
California Public Employees Retirement System
N/A—7,032,631-7,032,631-100%$581.2M———
Vanguard Global Advisers, LLC
N/A—6,792,326-6,792,326-100%$561.3M———
Citadel Advisors LLC
N/A—6,738,530-6,738,530-100%$556.9M———
Primecap Management Co
N/A—6,712,022-6,712,022-100%$554.7M———
Envestnet Asset Management Inc
N/A—6,354,354-6,354,354-100%$525.1M———
Vanguard Asset Management, Ltd
N/A—6,329,708-6,329,708-100%$523.1M———
Baird Financial Group, Inc.
N/A—6,155,916-6,155,916-100%$508.7M———
Nordea Investment Management AB
N/A—6,112,176-6,112,176-100%$509.1M———
Canada Pension Plan Investment Board
N/A—5,810,290-5,810,290-100%$480.2M———
Rhumbline Advisers
N/A—5,168,247-5,168,247-100%$427.1M———
Millennium Management LLC
N/A—4,748,679-4,748,679-100%$392.4M———
FIL Ltd
N/A—4,747,241-4,747,241-100%$392.3M———
California State Teachers Retirement System
N/A—4,652,505-4,652,505-100%$384.5M———
Bank of Montreal
N/A—4,604,561-4,604,561-100%$380.5M———
BNP Paribas Financial Markets
N/A—4,483,999-4,483,999-100%$370.6M———
Natixis Advisors, LLC
N/A—4,407,725-4,407,725-100%$364.3M———
American Century Companies Inc
N/A—4,364,525-4,364,525-100%$360.7M———
Jones Financial Companies Lllp
N/A—4,142,748-4,142,748-100%$347.3M———
First Trust Advisors LP
N/A—3,809,334-3,809,334-100%$314.8M———
Barrow Hanley Mewhinney & Strauss LLC
N/A—3,807,764-3,807,764-100%$314.7M———
New York State Common Retirement Fund
N/A—3,721,536-3,721,536-100%$307.5M———
Korea Investment Corp
N/A—3,596,968-3,596,968-100%$297.3M———
Ensign Peak Advisors, Inc
N/A—3,233,185-3,233,185-100%$267.2M———
Neuberger Berman Group LLC
N/A—3,214,004-3,214,004-100%$265.8M———
Prudential Financial Inc
N/A—3,198,879-3,198,879-100%$264.4M———
Lord, Abbett & Co. LLC
N/A—3,010,310-3,010,310-100%$248.8M———
Caisse de Depot ET Placement DU Quebec
N/A—2,987,358-2,987,358-100%$246.9M———
Wells Fargo & Company
N/A—2,908,065-2,908,065-100%$240.3M———
Victory Capital Management Inc
N/A—2,887,024-2,887,024-100%$238.6M———
Capitolis Liquid Global Markets LLC
N/A—2,803,830-2,803,830-100%$231.7M———
Adage Capital Partners GP, L.L.C.
N/A—2,729,296-2,729,296-100%$225.5M———
Voya Investment Management LLC
N/A—2,716,978-2,716,978-100%$224.5M———
Holocene Advisors, LP
N/A—2,663,586-2,663,586-100%$220.1M———
Aviva PLC
N/A—2,662,190-2,662,190-100%$220.0M———
State Board of Administration of Florida Retirement System
N/A—2,658,363-2,658,363-100%$219.7M———
HighTower Advisors, LLC
N/A—2,642,793-2,642,793-100%$218.4M———
Stifel Financial Corp
N/A—2,620,847-2,620,847-100%$216.6M———
Manufacturers Life Insurance Company, the
N/A—2,571,687-2,571,687-100%$212.5M———
APG Asset Management N.V.
N/A—2,472,339-2,472,339-100%$178.7M———
National Bank of Canada
N/A—2,456,685-2,456,685-100%$203.0M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—2,428,798-2,428,798-100%$200.2M———
Brandes Investment Partners, LP
N/A—2,290,534-2,290,534-100%$189.3M———
Schroder Investment Management Group
N/A—2,088,775-2,088,775-100%$172.6M———
Canada Life Assurance Co
N/A—2,031,845-2,031,845-100%$167.7M———
Nomura Asset Management International Inc.
N/A—1,993,393-1,993,393-100%$164.7M———
Squarepoint Ops LLC
N/A—1,915,774-1,915,774-100%$158.3M———
SEI Investments Co
N/A—1,881,791-1,881,791-100%$155.5M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—1,855,506-1,855,506-100%$153.3M———
Allianz Asset Management GmbH
N/A—1,824,417-1,824,417-100%$150.8M———
Tudor Investment Corp ET AL
N/A—1,783,035-1,783,035-100%$147.4M———
Macquarie Group LTD
N/A—1,764,670-1,764,670-100%$145.8M———
HRT Financial LP
N/A—1,726,284-1,726,284-100%$142.7M———
Danske Bank A/S
N/A—1,699,994-1,699,994-100%$140.5M———
Point72 Asset Management, L.P.
N/A—1,698,256-1,698,256-100%$140.3M———
Storebrand Asset Management AS
N/A—1,684,753-1,684,753-100%$139.2M———
Rwwm, Inc.
N/A—1,680,197-1,680,197-100%$138.9M———
State of Wisconsin Investment Board
N/A—1,634,786-1,634,786-100%$135.1M———
Altshuler Shaham Ltd
N/A—1,630,000-1,630,000-100%$134.7M———
Quantinno Capital Management LP
N/A—1,605,780-1,605,780-100%$132.7M———
Royal London Asset Management LTD
N/A—1,502,670-1,502,670-100%$124.2M———
Chevy Chase Trust Holdings, LLC
N/A—1,485,960-1,485,960-100%$122.8M———
Vanguard Investments Australia, Ltd.
N/A—1,467,990-1,467,990-100%$121.3M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—1,467,562-1,467,562-100%$121.3M———
CIBC World Market Inc.
N/A—1,421,962-1,421,962-100%$117.5M———
Marshall Wace, LLP
N/A—1,414,022-1,414,022-100%$116.9M———
Jane Street Group, LLC
N/A—1,411,099-1,411,099-100%$116.6M———
Mitsubishi UFJ Trust & Banking Corp
N/A—1,407,308-1,407,308-100%$116.3M———
Latash Investments, LLC
N/A—1,386,695-1,386,695-100%$114.6M———
Nomura Asset Management Co LTD
N/A—1,378,752-1,378,752-100%$113.9M———
KLP Kapitalforvaltning AS
N/A—1,369,675-1,369,675-100%$113.2M———
Teacher Retirement System of Texas
N/A—1,357,939-1,357,939-100%$112.2M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—1,316,322-1,316,322-100%$108.8M———
Phoenix Financial Ltd.
N/A—1,311,131-1,311,131-100%$108.3M———
TD Asset Management Inc
N/A—1,308,124-1,308,124-100%$108.1M———
Treasurer of the State of North Carolina
N/A—1,304,887-1,304,887-100%$107.8M———
SG Americas Securities, LLC
N/A—1,299,399-1,299,399-100%$107.4M———
Prana Capital Management, LP
N/A—1,296,335-1,296,335-100%$107.1M———
Public Sector Pension Investment Board
N/A—1,260,847-1,260,847-100%$104.2M———
Cerity Partners LLC
N/A—1,224,833-1,224,833-100%$101.2M———
Toronto Dominion Bank
N/A—1,210,017-1,210,017-100%$100.0M———
Public Employees Retirement System of Ohio
N/A—1,155,885-1,155,885-100%$95.5M———
Handelsbanken Fonder AB
N/A—1,152,317-1,152,317-100%$95.2K———
Bridgewater Associates, LP
N/A—1,145,854-1,145,854-100%$94.7M———
1832 Asset Management L.P.
N/A—1,145,333-1,145,333-100%$94.7M———
Trexquant Investment LP
N/A—1,110,048-1,110,048-100%$91.7M———
State of Tennessee, Department of Treasury
N/A—1,092,369-1,092,369-100%$90.3M———
Mariner, LLC
N/A—1,089,723-1,089,723-100%$90.1M———
Captrust Financial Advisors
N/A—1,067,096-1,067,096-100%$88.2M———
Tredje Ap-fonden
N/A—1,066,632-1,066,632-100%$88.1M———
Cetera Investment Advisers
N/A—1,040,585-1,040,585-100%$86.0M———
Zacks Investment Management
N/A—1,037,525-1,037,525-100%$85.7M———
Mercer Global Advisors Inc
N/A—1,037,503-1,037,503-100%$85.7M———
Lansforsakringar Fondforvaltning AB (publ)
N/A—1,019,272-1,019,272-100%$84.2M———
Capital Fund Management S.A.
N/A—1,012,417-1,012,417-100%$83.7M———
Bank of Nova Scotia
N/A—973,354-973,354-100%$80.4M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—954,955-954,955-100%$78.3M———
O'shaughnessy Asset Management, LLC
N/A—940,283-940,283-100%$77.7M———
Susquehanna International Group, LLP
N/A—903,376-903,376-100%$74.7M———
Worldquant Millennium Advisors LLC
N/A—901,915-901,915-100%$74.5M———
Rafferty Asset Management, LLC
N/A—891,448-891,448-100%$73.7M———
Resona Asset Management Co.,Ltd.
N/A—881,847-881,847-100%$73.0M———
Summitry LLC
N/A—873,433-873,433-100%$72.2M———
Mairs & Power Inc
N/A—872,186-872,186-100%$72.1M———
BNP Paribas Asset Management Holding S.A.
N/A—868,013-868,013-100%$71.7M———
Acadian Asset Management LLC
N/A—865,425-865,425-100%$71.5M———
Voloridge Investment Management, LLC
N/A—844,911-844,911-100%$69.8M———
Focus Partners Wealth
N/A—833,739-833,739-100%$68.9M———
Regal Partners Ltd
N/A—831,402-831,402-100%$68.7M———
First Pacific Advisors, LP
N/A—784,923-784,923-100%$64.9M———
Hudson Bay Capital Management LP
N/A—777,069-777,069-100%$64.2M———
NewEdge Wealth, LLC
N/A—773,121-773,121-100%$63.9M———
Vinva Investment Management Ltd
N/A—770,560-770,560-100%$64.3M———
Edmond de Rothschild Holding S.A.
N/A—761,010-761,010-100%$62.9M———
Rockefeller Capital Management L.P.
N/A—753,595-753,595-100%$62.3M———
AE Wealth Management LLC
N/A—722,249-722,249-100%$59.7M———
Federation des caisses Desjardins du Quebec
N/A—720,549-720,549-100%$59.5M———
MetLife Investment Management, LLC
N/A—700,156-700,156-100%$57.9M———
DnB Asset Management AS
N/A—694,227-694,227-100%$57.4M———
River Road Asset Management, LLC
N/A—693,210-693,210-100%$57.3M———
Empowered Funds, LLC
N/A—691,898-691,898-100%$57.2M———
Osaic Holdings, Inc.
N/A—691,880-691,880-100%$57.2M———
Woodline Partners LP
N/A—668,160-668,160-100%$55.2M———
Teachers Retirement System of the State of Kentucky
N/A—660,331-660,331-100%$54.6M———
Bridges Investment Management Inc
N/A—655,304-655,304-100%$54.2M———
Advisors Capital Management, LLC
N/A—630,111-630,111-100%$52.1M———
Pinebridge Investments LLC
N/A—629,686-629,686-100%$52.0M———
CIBC Bancorp USA Inc.
N/A—628,086-628,086-100%$51.9M———
Schwerin Boyle Capital Management Inc
N/A—615,291-615,291-100%$50.8M———
MML Investors Services, LLC
N/A—591,357-591,357-100%$48.9M———
QRG Capital Management, Inc.
N/A—583,082-583,082-100%$48.2M———
Basswood Capital Management, L.L.C.
N/A—555,428-555,428-100%$45.9M———
NewEdge Advisors, LLC
N/A—555,363-555,363-100%$45.9M———
Zurich Insurance Group Ltd
N/A—552,535-552,535-100%$45.7M———
Quadrature Capital Ltd
N/A—547,887-547,887-100%$45.3M———
Varma Mutual Pension Insurance Co
N/A—541,059-541,059-100%$44.7M———
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
N/A—534,315-534,315-100%$44.2M———
Gabelli Funds LLC
N/A—518,330-518,330-100%$42.8M———
Westwood Holdings Group Inc
N/A—492,635-492,635-100%$40.7M———
USS Investment Management Ltd
N/A—490,589-490,589-100%$40.5M———
Beacon Pointe Advisors, LLC
N/A—490,085-490,085-100%$40.5M———
Van Eck Associates Corp
N/A—481,098-481,098-100%$39.8M———
Gamco Investors, Inc. ET AL
N/A—473,057-473,057-100%$39.1M———
Utah Retirement Systems
N/A—465,116-465,116-100%$38.4M———
Police & Firemen's Retirement System of New Jersey
N/A—460,060-460,060-100%$38.0M———
British Columbia Investment Management Corp
N/A—459,528-459,528-100%$38.0M———
LOS Angeles Capital Management LLC
N/A—455,863-455,863-100%$37.7M———
Crake Asset Management LLP
N/A—453,796-453,796-100%$37.5M———
Balyasny Asset Management L.P.
N/A—448,401-448,401-100%$37.1M———
Pathstone Holdings, LLC
N/A—436,006-436,006-100%$36.1M———
Mount Capital Ltd
N/A—431,246-431,246-100%$35.6M———
Sanctuary Advisors, LLC
N/A—430,811-430,811-100%$35.6M———
Wealthfront Advisers LLC
N/A—420,371-420,371-100%$34.7M———
Lazard Asset Management LLC
N/A—420,313-420,313-100%$34.7M———
Commerce Bank
N/A—418,069-418,069-100%$34.5M———
Blair William & Co
N/A—417,307-417,307-100%$34.5M———
IEQ Capital, LLC
N/A—412,166-412,166-100%$34.1M———
Engineers Gate Manager LP
N/A—411,770-411,770-100%$34.0M———
Leith Wheeler Investment Counsel Ltd.
N/A—409,248-409,248-100%$33.8M———
Nissay Asset Management Corp N
N/A—409,004-409,004-100%$33.8M———
Callodine Capital Management, LP
N/A—408,270-408,270-100%$33.7M———
Walleye Capital LLC
N/A—407,917-407,917-100%$33.7M———
Delta Asset Management LLC
N/A—403,045-403,045-100%$33.3M———
Blue Sparrow, LLC
N/A—400,000-400,000-100%$33.1M———
Vanguard Personalized Indexing Management, LLC
N/A—395,099-395,099-100%$32.7M———
AustralianSuper Pty Ltd
N/A—394,811-394,811-100%$32.6M———
Public Employees Retirement Association of Colorado
N/A—393,765-393,765-100%$32.5M———
Steward Partners Investment Advisory, LLC
N/A—393,034-393,034-100%$32.5M———
Jupiter Topco LLC
N/A—387,207-387,207-100%$32.0M———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—381,582-381,582-100%$31.5M———
Verition Fund Management LLC
N/A—381,304-381,304-100%$31.5M———
Capital International, Inc.
N/A—379,206-379,206-100%$31.3M———
Schonfeld Strategic Advisors LLC
N/A—368,069-368,069-100%$30.4M———
First Manhattan Co. Llc.
N/A—364,317-364,317-100%$30.1M———
Harvest Portfolios Group Inc.
N/A—355,259-355,259-100%$29.4M———
LGT Group Foundation
N/A—352,951-352,951-100%$29.2M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—352,680-352,680-100%$29.1M———
ST Germain D J Co Inc
N/A—348,219-348,219-100%$28.8M———
Panagora Asset Management Inc
N/A—346,719-346,719-100%$28.7M———
Epoch Investment Partners, Inc.
N/A—344,526-344,526-100%$28.5M———
Andra Ap-fonden
N/A—344,100-344,100-100%$28.4M———
Investment Management Corp of Ontario
N/A—339,753-339,753-100%$28.1M———
Davis Asset Management, L.P.
N/A—337,969-337,969-100%$27.9M———
Cresset Asset Management, LLC
N/A—336,760-336,760-100%$27.8M———
M&T Bank Corp
N/A—335,262-335,262-100%$27.7M———
Bridgeway Capital Management, LLC
N/A—331,112-331,112-100%$27.4M———
Carlson Capital, L.P.
N/A—330,615-330,615-100%$27.3M———
Credit Agricole S A
N/A—330,483-330,483-100%$27.3M———
Prudential PLC
N/A—325,790-325,790-100%$26.9M———
Steigerwald, Gordon & Koch Inc.
N/A—325,174-325,174-100%$26.9M———
Sirios Capital Management L P
N/A—321,253-321,253-100%$26.5M———
South Dakota Investment Council
N/A—315,522-315,522-100%$26.1M———
Tidal Investments LLC
N/A—312,467-312,467-100%$25.8M———
Alyeska Investment Group, L.P.
N/A—307,759-307,759-100%$25.4M———
Man Group plc
N/A—306,126-306,126-100%$25.3M———
Tiaa Wealth Investment Management LLC
N/A—303,773-303,773-100%$25.1M———
Nomura Holdings Inc
N/A—303,711-303,711-100%$25.1M———
Sequoia Financial Advisors, LLC
N/A—301,752-301,752-100%$24.9M———
Brown Advisory Inc
N/A—299,211-299,211-100%$24.7M———
ArrowMark Colorado Holdings LLC
N/A—295,580-295,580-100%$24.4M———
Janney Montgomery Scott LLC
N/A—291,651-291,651-100%$24.1M———
Jacobs Levy Equity Management, Inc
N/A—286,173-286,173-100%$23.6M———
Ilmarinen Mutual Pension Insurance Co
N/A—284,085-284,085-100%$23.5M———
ExodusPoint Capital Management, LP
N/A—282,264-282,264-100%$23.3M———
Jump Financial, LLC
N/A—270,298-270,298-100%$22.3M———
Hancock Whitney Corp
N/A—263,240-263,240-100%$21.8M———
Orion Porfolio Solutions, LLC
N/A—261,737-261,737-100%$21.6M———
S&G Foundation
N/A—253,314-253,314-100%$20.9M———
NS Partners Ltd
N/A—251,373-251,373-100%$20.8M———
Scotia Capital Inc.
N/A—248,455-248,455-100%$20.5M———
Allstate Corp
N/A—247,118-247,118-100%$20.4M———
EP Wealth Advisors, LLC
N/A—245,564-245,564-100%$20.3M———
Elo Mutual Pension Insurance Co
N/A—242,249-242,249-100%$20.0M———
Mizuho Securities USA LLC
N/A—239,578-239,578-100%$19.8M———
Guggenheim Capital LLC
N/A—238,727-238,727-100%$19.7M———
Groupe la Francaise
N/A—238,720-238,720-100%$19.7M———
Berkshire Asset Management LLC
N/A—235,933-235,933-100%$19.5M———
Northwestern Mutual Wealth Management Co
N/A—231,363-231,363-100%$19.1M———
Klcm Advisors, Inc.
N/A—231,179-231,179-100%$19.1M———
Entropy Technologies, LP
N/A—229,295-229,295-100%$18.9M———
NFJ Investment Group, LLC
N/A—228,978-228,978-100%$18.9M———
Pacer Advisors, Inc.
N/A—228,269-228,269-100%$18.9M———
Callan Family Office, LLC
N/A—227,104-227,104-100%$18.8M———
Omers Administration Corp
N/A—225,690-225,690-100%$18.7M———
MAI Capital Management
N/A—225,268-225,268-100%$18.6M———
Edgar Lomax Co
N/A—220,015-220,015-100%$18.2M———
Saudi Central Bank
N/A—214,501-214,501-100%$17.7M———
Danica Pension, Livsforsikringsaktieselskab
N/A—212,859-212,859-100%$17.6M———
Quantbot Technologies LP
N/A—210,904-210,904-100%$17.4M———
Azimuth Capital Investment Management LLC
N/A—208,294-208,294-100%$17.2M———
Federated Hermes, Inc.
N/A—208,280-208,280-100%$17.2M———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—204,634-204,634-100%$16.9M———
Gotham Asset Management, LLC
N/A—203,780-203,780-100%$16.8M———
Manning & Napier Advisors LLC
N/A—201,407-201,407-100%$16.8M———
&partners
N/A—199,406-199,406-100%$16.5M———
Winton Group Ltd
N/A—196,739-196,739-100%$16.3M———
Kentucky Retirement Systems
N/A—195,515-195,515-100%$16.2M———
United Capital Financial Advisors, LLC
N/A—190,870-190,870-100%$15.8M———
Ossiam
N/A—190,536-190,536-100%$15.7M———
Mediolanum International Funds Ltd
N/A—184,923-184,923-100%$15.4M———
Brandywine Trust Co
N/A—181,904-181,904-100%$15.0M———
Artisan Partners Limited Partnership
N/A—181,270-181,270-100%$15.0M———
Connors Investor Services Inc
N/A—180,965-180,965-100%$15.0M———
Norinchukin Bank, The
N/A—177,953-177,953-100%$14.7M———
Freestone Capital Holdings, LLC
N/A—176,979-176,979-100%$14.6M———
Lighthouse Investment Partners, LLC
N/A—176,202-176,202-100%$14.6M———
Trajan Wealth LLC
N/A—175,819-175,819-100%$14.5M———
Alpine Woods Capital Investors, LLC
N/A—174,191-174,191-100%$14.4M———
BW Gestao de Investimentos Ltda.
N/A—170,164-170,164-100%$14.1M———
Allianz SE
N/A—168,475-168,475-100%$13.9M———
Waverly Advisors, LLC
N/A—168,266-168,266-100%$13.9M———
CTC LLC
N/A—166,557-166,557-100%$13.8M———
Parallax Volatility Advisers, L.P.
N/A—162,737-162,737-100%$13.4M———
Private Advisor Group, LLC
N/A—161,172-161,172-100%$13.3M———
Voleon Capital Management LP
N/A—157,306-157,306-100%$13.0M———
Brevan Howard Capital Management LP
N/A—155,867-155,867-100%$13.0M———
Moore Capital Management, LP
N/A—154,200-154,200-100%$12.7M———
Lombard Odier Asset Management (Switzerland) SA
N/A—153,514-153,514-100%$12.7M———
RBF Capital, LLC
N/A—150,000-150,000-100%$12.4M———
Logan Capital Management Inc
N/A—149,982-149,982-100%$12.4M———
Ategra Capital Management, LLC
N/A—144,410-144,410-100%$11.9M———
Taikang Asset Management (Hong Kong) Co Ltd
N/A—142,215-142,215-100%$11.8M———
Glenmede Trust Co NA
N/A—138,572-138,572-100%$11.5M———
Arax Advisory Partners
N/A—138,486-138,486-100%$11.4M———
Veridan Wealth LLC
N/A—137,751-137,751-100%$11.4M———
VAN Lanschot Kempen Investment Management N.V.
N/A—135,740-135,740-100%$11.2M———
Skba Capital Management LLC
N/A—132,450-132,450-100%$10.9M———
Daiichi Life Insurance Co., Ltd.
N/A—129,775-129,775-100%$10.7M———
Curi Capital, LLC
N/A—129,640-129,640-100%$10.7M———
Mufg Securities Emea plc
N/A—128,477-128,477-100%$10.6M———
BTC Capital Management, Inc.
N/A—128,450-128,450-100%$10.6M———
Bleakley Financial Group, LLC
N/A—128,028-128,028-100%$10.6M———
Principal Securities, Inc.
N/A—127,938-127,938-100%$10.6M———
Vident Advisory, LLC
N/A—126,424-126,424-100%$10.4M———
Empower Advisory Group, LLC
N/A—125,884-125,884-100%$10.4M———
Groupama Asset Managment
N/A—125,759-125,759-100%$10.5M———
Empirical Finance, LLC
N/A—125,751-125,751-100%$10.4M———
Integrated Wealth Concepts LLC
N/A—122,558-122,558-100%$10.1M———
DCM Advisors, LLC
N/A—121,232-121,232-100%$10.0M———
Horizon Investments, LLC
N/A—120,750-120,750-100%$9.9M———
Summit Financial, LLC
N/A—119,064-119,064-100%$9.8M———
Summit Trail Advisors, LLC
N/A—118,282-118,282-100%$9.8M———
Xcelsior Advisor Partners LLC
N/A—118,235-118,235-100%$9.8M———
World Investment Advisors
N/A—117,323-117,323-100%$9.4M———
Intech Investment Management LLC
N/A—116,463-116,463-100%$9.6M———
Commerzbank Aktiengesellschaft
N/A—114,129-114,129-100%$9.4M———
Estabrook Capital Management
N/A—114,049-114,049-100%$9.4M———
Black Cypress Capital Management, LLC
N/A—111,865-111,865-100%$9.2M———
Dorsey & Whitney Trust Co LLC
N/A—110,258-110,258-100%$9.1M———
Campbell & Co Investment Adviser LLC
N/A—109,225-109,225-100%$9.0M———
Teewinot Capital Advisers, L.L.C.
N/A—108,941-108,941-100%$9.0M———
Stratos Wealth Partners, Ltd.
N/A—108,617-108,617-100%$9.0M———
Metis Global Partners, LLC
N/A—108,608-108,608-100%$9.0M———
New England Asset Management Inc
N/A—108,510-108,510-100%$9.0M———
Canada Post Corp Registered Pension Plan
N/A—107,614-107,614-100%$8.9M———
Caprock Group, LLC
N/A—107,516-107,516-100%$8.9M———
Capstone Investment Advisors, LLC
N/A—107,169-107,169-100%$8.9M———
California First Leasing Corp
N/A—106,400-106,400-100%$8.8M———
Dkrt Investments Corp.
N/A—105,000-105,000-100%$8.7M———
Osmosis Investment Management UK Ltd
N/A—103,501-103,501-100%$8.6M———
Pinnacle Financial Partners, Inc.
N/A—103,134-103,134-100%$8.5M———
Harbour Investments, Inc.
N/A—102,000-102,000-100%$8.4M———
Vestmark Advisory Solutions, Inc.
N/A—101,730-101,730-100%$8.4M———
Mufg Securities Americas Inc.
N/A—101,193-101,193-100%$8.4M———
Unisphere Establishment
N/A—100,900-100,900-100%$8.3M———
Providence Capital Advisors, LLC
N/A—100,056-100,056-100%$8.3M———
LGT Fund Management Co Ltd.
N/A—99,828-99,828-100%$8.2M———
Kingsview Wealth Management, LLC
N/A—99,304-99,304-100%$8.2M———
Northwestern Mutual Investment Management Company, LLC
N/A—98,116-98,116-100%$8.1M———
NorthCoast Asset Management LLC
N/A—97,910-97,910-100%$8.1M———
Whittier Trust Co
N/A—96,701-96,701-100%$8.5M———
Clearbridge Investments, LLC
N/A—95,695-95,695-100%$7.9M———
OneDigital Investment Advisors LLC
N/A—95,265-95,265-100%$7.9M———
Planning Alternatives LTD
N/A—94,776-94,776-100%$7.8M———
Hamilton Capital Partners Inc.
N/A—93,861-93,861-100%$7.8M———
Siemens Fonds Invest GmbH
N/A—93,535-93,535-100%$7.7M———
Hutchinson Capital Management
N/A—92,391-92,391-100%$7.6M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—91,757-91,757-100%$7.6M———
Winslow Asset Management Inc
N/A—91,187-91,187-100%$7.5M———
Advisory Services Network, LLC
N/A—89,980-89,980-100%$7.4M———
Brown Brothers Harriman & Co
N/A—89,502-89,502-100%$7.4M———
Stratos Investment Management, LLC
N/A—88,909-88,909-100%$7.3M———
WCG Wealth Advisors LLC
N/A—88,515-88,515-100%$7.3M———
Kayne Anderson Rudnick Investment Management LLC
N/A—88,328-88,328-100%$7.3M———
Bessemer Group Inc
N/A—87,747-87,747-100%$7.2M———
Argent Trust Co
N/A—87,675-87,675-100%$7.2M———
First National Bank of Omaha
N/A—87,173-87,173-100%$7.2M———
Alerus Financial NA
N/A—85,965-85,965-100%$7.1M———
Atlantic Union Bankshares Corp
N/A—85,748-85,748-100%$7.1M———
Optiver Holding B.V.
N/A—84,327-84,327-100%$7.0M———
Global Retirement Partners, LLC
N/A—83,415-83,415-100%$6.9M———
Independent Advisor Alliance
N/A—82,561-82,561-100%$6.8M———
Coldstream Capital Management Inc
N/A—82,529-82,529-100%$6.8M———
Wesleyan Assurance Society
N/A—81,500-81,500-100%$6.7M———
Stephens Inc
N/A—81,205-81,205-100%$6.9M———
Kentucky Retirement Systems Insurance Trust Fund
N/A—81,136-81,136-100%$6.7M———
FJ Capital Management LLC
N/A—80,810-80,810-100%$6.7M———
Fidelis Capital Partners, LLC
N/A—80,753-80,753-100%$6.7M———
CI Investments Inc.
N/A—79,893-79,893-100%$6.6M———
Equitable Holdings, Inc.
N/A—78,933-78,933-100%$6.5M———
Laird Norton Wetherby Trust Company, LLC
N/A—76,868-76,868-100%$6.4M———
RNC Capital Management LLC
N/A—76,247-76,247-100%$6.3M———
Meiji Yasuda Asset Management Co Ltd.
N/A—76,126-76,126-100%$6.3M———
Meeder Advisory Services, Inc.
N/A—75,625-75,625-100%$6.2M———
Renaissance Technologies LLC
N/A—75,567-75,567-100%$6.2M———
Morgan Dempsey Capital Management LLC
N/A—75,035-75,035-100%$6.2M———
Aigen Investment Management, LP
N/A—74,722-74,722-100%$6.2M———
HM Payson & Co
N/A—74,086-74,086-100%$6.1M———
Banque Cantonale Vaudoise
N/A—73,574-73,574-100%$6.1M———
Weik Capital Management
N/A—73,166-73,166-100%$6.0M———
Huntington National Bank
N/A—70,968-70,968-100%$5.9M———
R.H. Investment Group, LLC
N/A—69,656-69,656-100%$5.8M———
Hantz Financial Services, Inc.
N/A—69,255-69,255-100%$5.7M———
Focus Partners Advisor Solutions, LLC
N/A—69,083-69,083-100%$5.7M———
HighMark Wealth Management LLC
N/A—68,644-68,644-100%$5.7M———
Eagle Capital Management LLC
N/A—68,144-68,144-100%$5.6M———
Rothschild Investment LLC
N/A—67,238-67,238-100%$5.6M———
Easterly Investment Partners LLC
N/A—66,000-66,000-100%$5.5M———
Impax Asset Management Group plc
N/A—65,665-65,665-100%$5.4M———
Ameritas Investment Partners, Inc.
N/A—65,636-65,636-100%$5.4M———
Wealthspire Advisors, LLC
N/A—65,241-65,241-100%$5.4M———
Advisors Asset Management, Inc.
N/A—65,078-65,078-100%$5.4M———
DRW Securities, LLC
N/A—64,734-64,734-100%$5.3M———
Qsemble Capital Management, LP
N/A—64,626-64,626-100%$5.3M———
Arkadios Wealth Advisors
N/A—63,029-63,029-100%$5.2M———
Ally Financial Inc.
N/A—63,000-63,000-100%$5.2M———
Waterloo Capital, L.P.
N/A—62,918-62,918-100%$5.2M———
Townsquare Capital LLC
N/A—62,592-62,592-100%$5.2M———
Envestnet Portfolio Solutions, Inc.
N/A—62,339-62,339-100%$5.2M———
Bradley Foster & Sargent Inc
N/A—62,290-62,290-100%$5.1M———
NorthRock Partners, LLC
N/A—62,278-62,278-100%$5.1M———
Silvant Capital Management LLC
N/A—62,130-62,130-100%$5.1M———
Catalyst Funds Management Pty Ltd
N/A—61,600-61,600-100%$5.1M———
BWM Planning, LLC
N/A—61,340-61,340-100%$5.1M———
Vestcor Inc
N/A—60,677-60,677-100%$5.0M———
Rathbones Group PLC
N/A—60,157-60,157-100%$5.0M———
Chou Associates Management Inc.
N/A—59,542-59,542-100%$4.9M———
Clayton Partners LLC
N/A—59,382-59,382-100%$4.9M———
Fayez Sarofim & Co
N/A—58,776-58,776-100%$4.9M———
Geneos Wealth Management Inc.
N/A—56,979-56,979-100%$4.7M———
Headlands Technologies LLC
N/A—56,354-56,354-100%$4.7M———
Shelton Capital Management
N/A—56,071-56,071-100%$4.6M———
Adapt Investment Managers SA
N/A—56,002-56,002-100%$4.6M———
Unison Asset Management LLC
N/A—55,133-55,133-100%$4.6M———
Lowe Brockenbrough & Co Inc
N/A—54,820-54,820-100%$4.5M———
XTX Topco Ltd
N/A—54,481-54,481-100%$4.5M———
Pallas Capital Advisors LLC
N/A—53,450-53,450-100%$4.4M———
Ballentine Partners, LLC
N/A—52,966-52,966-100%$4.4M———
Nicolet Bankshares Inc
N/A—52,592-52,592-100%$4.5M———
Transcend Capital Advisors, LLC
N/A—52,444-52,444-100%$4.3M———
Gladstone Institutional Advisory LLC
N/A—52,086-52,086-100%$4.3M———
Schnieders Capital Management, Llc.
N/A—51,854-51,854-100%$4.3M———
TCW Group Inc
N/A—51,734-51,734-100%$4.3M———
Peapack Gladstone Financial Corp
N/A—51,701-51,701-100%$4.3M———
Sciencast Management LP
N/A—51,527-51,527-100%$4.3M———
First National Advisers, LLC
N/A—51,409-51,409-100%$4.2M———
Aft, Forsyth & Sober, LLC
N/A—51,200-51,200-100%$4.1M———
Checchi Capital Advisers, LLC
N/A—51,113-51,113-100%$4.2M———
Savvy Advisors, Inc.
N/A—50,524-50,524-100%$4.2M———
GSA Capital Partners LLP
N/A—50,431-50,431-100%$4.2M———
Fiduciary Trust Co
N/A—50,065-50,065-100%$4.1M———
Family Manage LLC
N/A—49,501-49,501-100%$4.1M———
Tower Research Capital LLC (TRC)
N/A—49,427-49,427-100%$4.1M———
Smartleaf Asset Management LLC
N/A—49,044-49,044-100%$4.1M———
Main Street Research LLC
N/A—48,542-48,542-100%$4.0M———
Haverford Trust Co
N/A—48,007-48,007-100%$4.0M———
Tyche Wealth Partners LLC
N/A—47,585-47,585-100%$3.9M———
Meiji Yasuda Life Insurance Co
N/A—47,434-47,434-100%$3.9M———
Somerset Group LLC
N/A—47,400-47,400-100%$4.1M———
Insigneo Advisory Services, LLC
N/A—47,121-47,121-100%$3.9M———
Dark Forest Capital Management LP
N/A—46,605-46,605-100%$3.9M———
Numerai GP LLC
N/A—46,287-46,287-100%$3.8M———
Union Heritage Capital, LLC
N/A—45,970-45,970-100%$3.8M———
AXQ Capital, LP
N/A—45,200-45,200-100%$3.7M———
Picton Mahoney Asset Management
N/A—44,985-44,985-100%$3.7M———
Coppell Advisory Solutions LLC
N/A—44,859-44,859-100%$2.3M———
Slagle Financial, LLC
N/A—44,044-44,044-100%$3.6M———
Stonebridge Capital Advisors LLC
N/A—43,098-43,098-100%$3.6M———
White Pine Capital LLC
N/A—42,834-42,834-100%$3.5M———
Twin City Private Wealth, LLC
N/A—42,497-42,497-100%$3.5M———
Quantitative Investment Management, LLC
N/A—41,950-41,950-100%$3.5M———
Rehmann Capital Advisory Group
N/A—41,745-41,745-100%$3.4M———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—41,421-41,421-100%$3.4M———
Naviter Wealth, LLC
N/A—41,158-41,158-100%$3.4M———
Talon Private Wealth, LLC
N/A—40,866-40,866-100%$3.4M———
Westpac Banking Corp
N/A—40,855-40,855-100%$3.4M———
RiverFront Investment Group, LLC
N/A—40,548-40,548-100%$3.4M———
Choate Investment Advisors
N/A—40,308-40,308-100%$3.3M———
Walleye Trading LLC
N/A—40,292-40,292-100%$3.3M———
Benjamin Edwards Inc
N/A—39,388-39,388-100%$3.3M———
Moneta Group Investment Advisors LLC
N/A—39,379-39,379-100%$3.3M———
Composition Wealth, LLC
N/A—39,378-39,378-100%$3.3M———
Cunning Capital Partners, LP
N/A—38,454-38,454-100%$3.2M———
Evercore Wealth Management, LLC
N/A—38,375-38,375-100%$3.2M———
Baader Bank Aktiengesellschaft
N/A—38,273-38,273-100%$3.2M———
Syon Capital LLC
N/A—38,250-38,250-100%$3.2M———
Centaurus Financial, Inc.
N/A—38,027-38,027-100%$3.1M———
Voya Financial Advisors, Inc.
N/A—37,670-37,670-100%$3.1M———
Aspen Grove Capital, LLC
N/A—37,594-37,594-100%$3.1M———
Bridgefront Capital, LLC
N/A—37,577-37,577-100%$3.1M———
Bayesian Capital Management, LP
N/A—37,500-37,500-100%$3.1M———
Arvest Bank Trust Division
N/A—37,420-37,420-100%$3.1M———
Sumitomo Life Insurance Co
N/A—37,260-37,260-100%$3.1M———
Tower Bridge Advisors
N/A—37,126-37,126-100%$3.1M———
American Money Management, LLC
N/A—36,937-36,937-100%$3.1M———
Keebeck Wealth Management
N/A—36,753-36,753-100%$3.0M———
Pring Turner Capital Group Inc
N/A—36,604-36,604-100%$3.2M———
Tulsa Wealth Advisors, Inc
N/A—35,971-35,971-100%$3.0M———
Winning Points Advisors, LLC
N/A—35,906-35,906-100%$727.7K———
Oversea-Chinese Banking Corp Ltd
N/A—35,802-35,802-100%$3.0M———
Employees Retirement System of Texas
N/A—35,653-35,653-100%$2.9M———
Arete Wealth Advisors, LLC
N/A—35,504-35,504-100%$2.9M———
Marco Investment Management LLC
N/A—35,251-35,251-100%$2.9M———
S&CO Inc
N/A—34,949-34,949-100%$2.9M———
FSB Premier Wealth Management, Inc.
N/A—34,847-34,847-100%$2.9M———
Modern Wealth Management, LLC
N/A—34,836-34,836-100%$2.9M———
Johnson Financial Group, Inc.
N/A—34,755-34,755-100%$2.9M———
Stevens Capital Management LP
N/A—34,555-34,555-100%$2.9M———
Sound View Wealth Advisors Group, LLC
N/A—34,280-34,280-100%$2.8M———
JT Stratford LLC
N/A—34,251-34,251-100%$2.8M———
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A—34,131-34,131-100%$2.8M———
Snowden Capital Advisors LLC
N/A—33,871-33,871-100%$2.8M———
44 Wealth Management LLC
N/A—33,679-33,679-100%$2.8M———
Mutual Advisors, LLC
N/A—33,492-33,492-100%$2.8M———
Hodges Capital Management Inc.
N/A—33,206-33,206-100%$2.7M———
Tradition Wealth Management, LLC
N/A—32,999-32,999-100%$2.7M———
E Fund Management Co., Ltd.
N/A—32,830-32,830-100%$2.7M———
New Age Alpha Advisors, LLC
N/A—32,733-32,733-100%$2.7M———
Pure Financial Advisors, LLC
N/A—32,109-32,109-100%$2.7M———
Dynasty Wealth Management, LLC
N/A—32,101-32,101-100%$2.7M———
Two Sigma Securities, LLC
N/A—32,050-32,050-100%$2.6M———
Black Maple Capital Management LP
N/A—32,000-32,000-100%$2.6M———
Spartan Wealth Advisory Services LLC
N/A—31,748-31,748-100%$2.6M———
Banco Santander, S.A.
N/A—31,259-31,259-100%$2.6M———
Westmount Partners, LLC
N/A—31,225-31,225-100%$2.6M———
Emerald Investment Advisers, LLC
N/A—31,002-31,002-100%$2.6M———
Longfellow Investment Management Co LLC
N/A—30,878-30,878-100%$2.6M———
Lummis Asset Management, LP
N/A—30,788-30,788-100%$2.6M———
Thoroughbred Financial Services, LLC
N/A—30,729-30,729-100%$2.5M———
Mitchell Mcleod Pugh & Williams Inc
N/A—30,711-30,711-100%$2.5M———
Frec Markets, Inc.
N/A—30,669-30,669-100%$2.5M———
GeoWealth Management, LLC
N/A—30,558-30,558-100%$2.5M———
Mosaic Family Wealth Partners, LLC
N/A—30,479-30,479-100%$2.5M———
RWA Wealth Partners, LLC
N/A—30,465-30,465-100%$2.5M———
Wilkinson Global Asset Management LLC
N/A—30,400-30,400-100%$2.5M———
Auxier Asset Management LLC
N/A—30,119-30,119-100%$2.5M———
Gilbert & Cook, Inc.
N/A—30,039-30,039-100%$2.5M———
Annis Gardner Whiting Capital Advisors, LLC
N/A—29,954-29,954-100%$2.5M———
Clark Capital Management Group, Inc.
N/A—29,928-29,928-100%$2.5M———
N.E.W. Advisory Services LLC
N/A—29,767-29,767-100%$2.5M———
Havemeyer Place LP
N/A—29,398-29,398-100%$2.4M———
LOM Asset Management Ltd
N/A—29,313-29,313-100%$2.4M———
Peak Asset Management, LLC
N/A—29,178-29,178-100%$2.4M———
Capital International Sarl
N/A—29,062-29,062-100%$2.4M———
Foundations Investment Advisors, LLC
N/A—28,839-28,839-100%$2.4M———
BlueCrest Capital Management Ltd
N/A—28,835-28,835-100%$2.4M———
Great Valley Advisor Group, Inc.
N/A—28,633-28,633-100%$2.4M———
Vista Investment Management
N/A—28,228-28,228-100%$2.3M———
Johnson Investment Counsel Inc
N/A—28,022-28,022-100%$2.3M———
Aptus Capital Advisors, LLC
N/A—27,735-27,735-100%$2.3M———
Qtron Investments LLC
N/A—27,627-27,627-100%$2.3M———
Argent Advisors, Inc.
N/A—27,563-27,563-100%$2.3M———
Aventura Private Wealth, LLC
N/A—27,522-27,522-100%$2.3M———
Walter & Keenan Wealth Management LLC
N/A—27,256-27,256-100%$2.3M———
HighPoint Advisor Group LLC
N/A—26,881-26,881-100%$2.2M———
Sprucegrove Investment Management LTD
N/A—26,477-26,477-100%$2.2M———
Cary Street Partners Financial LLC
N/A—26,292-26,292-100%$2.2M———
Connable Office Inc
N/A—26,115-26,115-100%$2.2M———
LRI Investments, LLC
N/A—26,002-26,002-100%$2.1M———
WealthShield Partners, LLC
N/A—25,961-25,961-100%$2.1M———
Morningstar Investment Management LLC
N/A—25,926-25,926-100%$2.1M———
National Philanthropic Trust
N/A—25,860-25,860-100%$2.1M———
Drucker Wealth 3.0, LLC
N/A—25,755-25,755-100%$2.1M———
Aureus Asset Management, LLC
N/A—25,546-25,546-100%$2.1M———
Erste Asset Management GmbH
N/A—25,449-25,449-100%$2.1M———
Potomac Fund Management Inc
N/A—24,995-24,995-100%$2.1M———
Caxton Associates LLP
N/A—24,962-24,962-100%$2.1M———
Whittier Trust Co of Nevada Inc
N/A—24,947-24,947-100%$2.2M———
Silvercrest Asset Management Group LLC
N/A—24,884-24,884-100%$2.1M———
Legacy Financial Advisors, Inc.
N/A—24,801-24,801-100%$2.0M———
Resources Management Corp
N/A—24,760-24,760-100%$2.0M———
Aquatic Capital Management LLC
N/A—24,137-24,137-100%$2.0M———
One Capital Management, LLC
N/A—23,601-23,601-100%$1.9M———
Sivia Capital Partners, LLC
N/A—23,544-23,544-100%$1.9M———
London Co of Virginia
N/A—23,489-23,489-100%$1.9M———
Fort Sheridan Advisors LLC
N/A—23,425-23,425-100%$1.9M———
5T Wealth, LLC
N/A—23,123-23,123-100%$1.9M———
Leavell Investment Management, Inc.
N/A—23,089-23,089-100%$1.9M———
Jaffetilchin Investment Partners, LLC
N/A—23,040-23,040-100%$1.9M———
Private Wealth Asset Management, LLC
N/A—22,757-22,757-100%$1.9M———
Storgate, LLC
N/A—22,412-22,412-100%$1.9M———
Belpointe Asset Management LLC
N/A—22,396-22,396-100%$1.9M———
Martin & Co Inc
N/A—22,335-22,335-100%$1.8M———
Drive Wealth Management, LLC
N/A—22,128-22,128-100%$1.8M———
Holderness Investments Co
N/A—21,983-21,983-100%$1.8M———
CSM Advisors, LLC
N/A—21,712-21,712-100%$1.8M———
Ameritas Advisory Services, LLC
N/A—21,648-21,648-100%$1.8M———
Fiduciary Group, LLC
N/A—21,547-21,547-100%$1.8M———
IHT Wealth Management, LLC
N/A—21,332-21,332-100%$1.8M———
Florida Financial Advisors, LLC
N/A—21,259-21,259-100%$1.8M———
Hartford Funds Management Co LLC
N/A—21,144-21,144-100%$1.7M———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—20,909-20,909-100%$1.7M———
Eaton Financial Holdings Company, LLC
N/A—20,887-20,887-100%$1.7M———
Atom Investors LP
N/A—20,744-20,744-100%$1.7M———
Essex Financial Services, Inc.
N/A—20,566-20,566-100%$1.7M———
Bartlett & Co. Wealth Management LLC
N/A—20,540-20,540-100%$1.7M———
Miller Investment Management, LP
N/A—20,342-20,342-100%$1.7M———
One Wealth Advisors, LLC
N/A—20,279-20,279-100%$1.7M———
Harbor Advisors LLC
N/A—20,000-20,000-100%$1.7M———
Fort Point Capital Partners LLC
N/A—19,987-19,987-100%$1.6M———
Cetera Trust Company, N.a
N/A—19,926-19,926-100%$1.6M———
Hillsdale Investment Management Inc.
N/A—19,902-19,902-100%$1.6M———
OneAscent Financial Services LLC
N/A—19,838-19,838-100%$1.6M———
Ceeto Capital Group, LLC
N/A—19,503-19,503-100%$1.6M———
Mainstay Capital Management LLC
N/A—19,352-19,352-100%$1.6M———
iSAM Funds (UK) Ltd
N/A—19,100-19,100-100%$1.6M———
PFG Investments, LLC
N/A—19,094-19,094-100%$1.6M———
CreativeOne Wealth, LLC
N/A—18,701-18,701-100%$1.5M———
F/m Investments LLC
N/A—18,567-18,567-100%$1.5M———
Atlanta Consulting Group Advisors, LLC
N/A—18,514-18,514-100%$1.5M———
17 Capital Partners, LLC
N/A—18,514-18,514-100%$1.5M———
Polymer Capital Management (US) LLC
N/A—18,452-18,452-100%$1.5M———
Advyzon Investment Management, LLC
N/A—18,357-18,357-100%$1.5M———
Integrated Investment Consultants, LLC
N/A—18,235-18,235-100%$1.5M———
Continuum Advisory, LLC
N/A—18,140-18,140-100%$1.5M———
Keystone Financial Services
N/A—18,117-18,117-100%$1.5M———
First Dallas Securities Inc.
N/A—18,093-18,093-100%$1.5M———
Tradewinds, Llc.
N/A—18,071-18,071-100%$1.5M———
Financial Engines Advisors L.L.C.
N/A—18,030-18,030-100%$1.5M———
Barbara Oil Co.
N/A—18,000-18,000-100%$1.5M———
Crux Wealth Advisors
N/A—17,971-17,971-100%$1.5M———
Vectors Research Management, LLC
N/A—17,951-17,951-100%$1.5M———
Edgestream Partners, L.P.
N/A—17,925-17,925-100%$1.5M———
Boothbay Fund Management, LLC
N/A—17,882-17,882-100%$1.5M———
Wharton Business Group, LLC
N/A—17,675-17,675-100%$1.5M———
L2 Asset Management, LLC
N/A—17,456-17,456-100%$1.4M———
Cahill Financial Advisors Inc
N/A—17,388-17,388-100%$1.4M———
Anchor Investment Management, LLC
N/A—17,232-17,232-100%$1.4M———
Garrison Point Advisors, LLC
N/A—17,134-17,134-100%$1.4M———
Vaughan Nelson Investment Management, L.P.
N/A—17,045-17,045-100%$1.4M———
Heritage Trust Co
N/A—16,951-16,951-100%$1.4M———
Integrated Quantitative Investments LLC
N/A—16,898-16,898-100%$1.4M———
Waddell & Associates, LLC
N/A—16,773-16,773-100%$1.4M———
Legacy Financial Group LLC
N/A—16,636-16,636-100%$1.4M———
Barnes Wealth Management Group, Inc
N/A—16,624-16,624-100%$1.4M———
Cambria Investment Management, L.P.
N/A—16,564-16,564-100%$1.4M———
Affinity Investment Advisors, LLC
N/A—16,493-16,493-100%$1.4M———
Potentia Wealth
N/A—16,050-16,050-100%$1.3M———
Kovack Advisors, Inc.
N/A—15,526-15,526-100%$1.3M———
Hexagon Capital Partners LLC
N/A—15,494-15,494-100%$1.3M———
Douglass Winthrop Advisors, LLC
N/A—15,466-15,466-100%$1.3M———
Concentric Capital Strategies, LP
N/A—15,365-15,365-100%$1.3M———
Jain Global LLC
N/A—15,280-15,280-100%$1.3M———
Western Wealth Management, LLC
N/A—15,120-15,120-100%$1.2M———
Transamerica Financial Advisors, LLC
N/A—15,105-15,105-100%$1.2M———
Richmond Brothers, Inc.
N/A—15,060-15,060-100%$1.2M———
Hills Bank & Trust Co
N/A—15,029-15,029-100%$1.2M———
Jupiter Wealth Management LLC
N/A—15,000-15,000-100%$1.2M———
Hutner Capital Management Inc
N/A—14,953-14,953-100%$1.2M———
BFC Planning, Inc.
N/A—14,867-14,867-100%$1.2M———
Kirkwood Financial Services
N/A—14,802-14,802-100%$1.2M———
Oxford Asset Management LLP
N/A—14,767-14,767-100%$1.2M———
ING Groep NV
N/A—14,742-14,742-100%$1.2M———
City National Bank of Florida
N/A—14,522-14,522-100%$1.2M———
Ritter Daniher Financial Advisory LLC / de
N/A—14,493-14,493-100%$1.2M———
SouthState Bank Corp
N/A—14,474-14,474-100%$1.2M———
Berger Financial Group, Inc
N/A—14,397-14,397-100%$1.2M———
Quotient Wealth Partners, LLC
N/A—14,325-14,325-100%$1.2M———
Prosperity Consulting Group, LLC
N/A—14,315-14,315-100%$1.2M———
Sittner & Nelson, LLC
N/A—14,305-14,305-100%$1.2M———
Proficio Capital Partners LLC
N/A—14,276-14,276-100%$1.2M———
1ST Source Bank
N/A—14,205-14,205-100%$1.2M———
Centiva Capital, LP
N/A—14,000-14,000-100%$1.2M———
Osborne Partners Capital Management, LLC
N/A—13,988-13,988-100%$1.2M———
Thomasville National Bank
N/A—13,987-13,987-100%$1.2M———
Alteri Wealth LLC
N/A—13,951-13,951-100%$1.2M———
Round Hill Asset Management
N/A—13,928-13,928-100%$1.2M———
Becker Capital Management Inc
N/A—13,922-13,922-100%$1.2M———
Fieldview Capital Management, LLC
N/A—13,906-13,906-100%$1.1M———
Magnolia Capital Advisors LLC
N/A—13,888-13,888-100%$1.1M———
Strategic Investment Advisors / MI
N/A—13,844-13,844-100%$1.1M———
Evolve Private Wealth, LLC
N/A—13,817-13,817-100%$1.1M———
Quent Capital, LLC
N/A—13,630-13,630-100%$1.1M———
Lafayette Investments, Inc.
N/A—13,619-13,619-100%$1.1M———
Ancora Advisors LLCA
N/A—13,561-13,561-100%$1.1M———
Intrinsic Value Partners, LLC
N/A—13,547-13,547-100%$1.1M———
PCM Encore, LLC
N/A—13,540-13,540-100%$1.1M———
Chilton Investment Co Inc.
N/A—13,538-13,538-100%$1.1M———
Brooks, Moore & Associates, Inc.
N/A—13,485-13,485-100%$1.1M———
Pitcairn Wealth Advisors LLC
N/A—13,417-13,417-100%$1.1M———
Bull Harbor Capital LLC
N/A—13,394-13,394-100%$1.1M———
Bridgewealth Advisory Group, LLC
N/A—13,393-13,393-100%$1.1M———
Severin Investments, LLC
N/A—13,188-13,188-100%$1.1M———
Royal Capital Wealth Management, LLC
N/A—13,182-13,182-100%$1.1M———
Tranquilli Financial Advisor LLC
N/A—13,135-13,135-100%$1.1M———
Empirical Asset Management, LLC
N/A—13,130-13,130-100%$1.1M———
Core Alternative Capital
N/A—12,978-12,978-100%$1.1M———
Wealth Alliance, LLC
N/A—12,812-12,812-100%$1.1M———
Defiance ETFs, LLC
N/A—12,733-12,733-100%$1.1M———
Stock Yards Bank & Trust Co
N/A—12,661-12,661-100%$1.0M———
Flputnam Investment Management Co
N/A—12,628-12,628-100%$1.0M———
Cambient Family Office, LLC
N/A—12,568-12,568-100%$1.0M———
Advisory Alpha, LLC
N/A—12,474-12,474-100%$1.0M———
SCS Capital Management LLC
N/A—12,404-12,404-100%$1.0M———
Ingalls & Snyder LLC
N/A—12,311-12,311-100%$1.0M———
Mattson Financial Services, LLC
N/A—12,242-12,242-100%$1.1M———
Stoneridge Investment Partners LLC
N/A—12,082-12,082-100%$1.0K———
Perennial Investment Advisors, LLC
N/A—12,073-12,073-100%$997.6K———
RB Capital Management, LLC
N/A—11,917-11,917-100%$984.9K———
Tudor Financial Inc.
N/A—11,902-11,902-100%$983.6K———
BBR Partners, LLC
N/A—11,895-11,895-100%$983.0K———
Foster & Motley Inc
N/A—11,772-11,772-100%$973.0K———
Cladis Investment Advisory, LLC
N/A—11,728-11,728-100%$969.2K———
Silver OAK Securities, Incorporated
N/A—11,719-11,719-100%$968.4K———
Bragg Financial Advisors, Inc
N/A—11,695-11,695-100%$966.4K———
GatePass Capital, LLC
N/A—11,638-11,638-100%$961.8K———
Lbmc Investment Advisors, LLC
N/A—11,626-11,626-100%$960.8K———
Kiley Juergens Wealth Management, LLC
N/A—11,625-11,625-100%$960.7K———
Tocqueville Asset Management L.P.
N/A—11,580-11,580-100%$957.0K———
West Michigan Advisors, LLC
N/A—11,564-11,564-100%$955.6K———
Keel Point, LLC
N/A—11,550-11,550-100%$954.5K———
Walsky Investment Management, Inc.
N/A—11,342-11,342-100%$937.3K———
Stokes Family Office, LLC
N/A—11,325-11,325-100%$935.9K———
Wittenberg Investment Management, Inc.
N/A—11,320-11,320-100%$935.5K———
RD Lewis Holdings, Inc.
N/A—11,305-11,305-100%$988.0K———
Mizuho Markets Cayman LP
N/A—11,303-11,303-100%$934.1K———
North Star Asset Management Inc
N/A—11,254-11,254-100%$930.1K———
Icon Wealth Advisors, LLC
N/A—11,188-11,188-100%$924.6K———
AlphaGrep UK Ltd
N/A—11,163-11,163-100%$922.5K———
Virtu Financial LLC
N/A—11,149-11,149-100%$921.0K———
Wealthspan Partners, LLC
N/A—11,120-11,120-100%$919.0K———
Destination Wealth Management
N/A—11,103-11,103-100%$917.6K———
Element Wealth, LLC
N/A—11,018-11,018-100%$910.5K———
Pointe Capital Management LLC
N/A—10,967-10,967-100%$906.3K———
Madison Asset Management, LLC
N/A—10,950-10,950-100%$904.9K———
Sompo Asset Management Co., Ltd.
N/A—10,910-10,910-100%$901.6K———
AlTi Global, Inc.
N/A—10,906-10,906-100%$901.2K———
PCB Capital LLC
N/A—10,905-10,905-100%$901.2K———
TRB Wealth Management, LLC
N/A—10,876-10,876-100%$898.8K———
Aimz Investment Advisors, LLC
N/A—10,844-10,844-100%$896.1K———
Hilltop Holdings Inc.
N/A—10,837-10,837-100%$895.5K———
Wimmer Associates 1, LLC
N/A—10,814-10,814-100%$893.7K———
Clarendon Private LLC
N/A—10,809-10,809-100%$893.2K———
EntryPoint Capital, LLC
N/A—10,799-10,799-100%$892.4K———
MidFirst Bank
N/A—10,769-10,769-100%$890.0K———
Zhang Financial LLC
N/A—10,741-10,741-100%$887.6K———
Texas Capital Bank Wealth Management Services Inc
N/A—10,704-10,704-100%$884.6K———
Wilson & Boucher Capital Management, LLC
N/A—10,695-10,695-100%$883.8K———
Burnham & Co LLC
N/A—10,675-10,675-100%$882.2K———
Flow Traders U.S. LLC
N/A—10,674-10,674-100%$882.0K———
Pettyjohn, Wood & White, Inc
N/A—10,644-10,644-100%$879.7K———
Venturi Wealth Management, LLC
N/A—10,638-10,638-100%$879.1K———
Hikari Tsushin, Inc.
N/A—10,631-10,631-100%$878.5K———
Phillips Wealth Planners LLC
N/A—10,609-10,609-100%$924.9K———
New Republic Capital, LLC
N/A—10,578-10,578-100%$874.2K———
Stonebrook Private Inc.
N/A—10,479-10,479-100%$865.9K———
Twin Capital Management Inc
N/A—10,398-10,398-100%$859.3K———
Liberty Wealth Management LLC
N/A—10,377-10,377-100%$826.2K———
Fortress Private Ledger, LLC
N/A—10,185-10,185-100%$841.7K———
First Foundation Advisors
N/A—10,109-10,109-100%$835.4K———
Jackson Thornton Wealth Management, LLC
N/A—10,048-10,048-100%$830.4K———
West Family Investments, Inc.
N/A—10,007-10,007-100%$827.0K———
Zuckerman Investment Group, LLC
N/A—9,968-9,968-100%$823.8K———
Webster Bank, N. A.
N/A—9,939-9,939-100%$821.4K———
Beaton Management Co. Inc.
N/A—9,850-9,850-100%$814.0K———
Wrapmanager Inc
N/A—9,794-9,794-100%$809.4K———
Davis R M Inc
N/A—9,789-9,789-100%$808.9K———
Optas, LLC
N/A—9,721-9,721-100%$803.3K———
Sand Hill Global Advisors, LLC
N/A—9,686-9,686-100%$800.5K———
Monetary Management Group Inc
N/A—9,645-9,645-100%$797.1K———
Ostrum Asset Management
N/A—9,620-9,620-100%$795.0K———
Rexford Capital Inc
N/A—9,530-9,530-100%$787.6K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—9,516-9,516-100%$786.4K———
River Wealth Advisors LLC
N/A—9,381-9,381-100%$775.3K———
Main Street Financial Solutions, LLC
N/A—9,351-9,351-100%$772.8K———
Smithfield Trust Co
N/A—9,346-9,346-100%$771.0K———
Stonebridge Financial Group, LLC
N/A—9,329-9,329-100%$770.0K———
Investor's Fiduciary Advisor Network, LLC
N/A—9,323-9,323-100%$770.0K———
Everpar Advisors LLC
N/A—9,288-9,288-100%$767.6K———
Capital Financial Group Inc\co\
N/A—9,248-9,248-100%$764.3K———
Ponta Wealth Partners, LLC
N/A—9,239-9,239-100%$763.5K———
Legato Capital Management LLC
N/A—9,169-9,169-100%$757.7K———
GTS Securities LLC
N/A—9,163-9,163-100%$757.2K———
Teucrium Investment Advisors, LLC
N/A—9,137-9,137-100%$755.1K———
Ausdal Financial Partners, Inc.
N/A—9,036-9,036-100%$746.6K———
PIN OAK Investment Advisors Inc
N/A—8,976-8,976-100%$742.0K———
Simmons Bank
N/A—8,974-8,974-100%$741.6K———
FAS Wealth Partners, Inc.
N/A—8,934-8,934-100%$738.3K———
Spwm Advisors LLC
N/A—8,904-8,904-100%$779.2K———
Old North State Trust, LLC
N/A—8,739-8,739-100%$722.0K———
Dakota Wealth Management
N/A—8,699-8,699-100%$718.9K———
Keystone Financial Group
N/A—8,697-8,697-100%$718.7K———
Coastal Bridge Advisors, LLC
N/A—8,688-8,688-100%$718.0K———
Guardian Wealth Advisors, LLC / NC
N/A—8,643-8,643-100%$714.2K———
Mayflower Financial Advisors, LLC
N/A—8,602-8,602-100%$710.9K———
Star Financial Bank
N/A—8,574-8,574-100%$708.6K———
Van Diest Capital, LLC
N/A—8,541-8,541-100%$705.9K———
P.A.W. Capital Corp
N/A—8,500-8,500-100%$702.4K———
Sunflower Bank, N.A.
N/A—8,459-8,459-100%$699.1K———
Fukoku Mutual Life Insurance Co
N/A—8,375-8,375-100%$692.1K———
All Terrain Financial Advisors, LLC
N/A—8,351-8,351-100%$690.1K———
Cyber Hornet ETFs LLC
N/A—8,335-8,335-100%$688.8K———
Spirepoint Private Client, LLC
N/A—8,308-8,308-100%$686.6K———
Wood Tarver Financial Group, LLC
N/A—8,303-8,303-100%$686.0K———
EWA, LLC
N/A—8,175-8,175-100%$675.6K———
Stratos Wealth Advisors, LLC
N/A—8,165-8,165-100%$674.8K———
FourThought Financial Partners, LLC
N/A—8,136-8,136-100%$672.3K———
CFO4Life Group, LLC
N/A—8,109-8,109-100%$670.1K———
Rothschild Wealth LLC
N/A—8,094-8,094-100%$668.9K———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—8,092-8,092-100%$668.7K———
Field & Main Bank
N/A—8,090-8,090-100%$668.6K———
Marex Group Ltd
N/A—8,081-8,081-100%$667.8K———
Old West Investment Management, LLC
N/A—8,037-8,037-100%$664.2K———
Bouchey Financial Group, Ltd.
N/A—8,021-8,021-100%$662.9K———
SIG Brokerage, LP
N/A—7,989-7,989-100%$660.2K———
Martingale Asset Management L P
N/A—7,983-7,983-100%$659.7K———
Cheviot Value Management, LLC
N/A—7,950-7,950-100%$657.0K———
SageView Advisory Group, LLC
N/A—7,932-7,932-100%$655.5K———
CIM Investment Management Inc
N/A—7,885-7,885-100%$651.6K———
Bridgewater Advisors Inc.
N/A—7,865-7,865-100%$685.5K———
Cary Street Partners Investment Advisory LLC
N/A—7,811-7,811-100%$645.5K———
First Western Trust Bank
N/A—7,757-7,757-100%$641.0K———
Atalanta Sosnoff Capital, LLC
N/A—7,701-7,701-100%$636.4K———
Mosaic Financial Group, LLC
N/A—7,638-7,638-100%$631.0K———
First American Trust, FSB
N/A—7,630-7,630-100%$630.5K———
Coastwise Capital Group, LLC
N/A—7,610-7,610-100%$628.9K———
Capital Advisors Inc
N/A—7,558-7,558-100%$624.6K———
Stonebridge Financial Group, LLC / MO
N/A—7,513-7,513-100%$620.9K———
Spinnaker Trust
N/A—7,510-7,510-100%$620.6K———
BlueStem Wealth Partners, LLC
N/A—7,495-7,495-100%$619.4K———
Gardner Russo & Quinn LLC
N/A—7,451-7,451-100%$615.8K———
Marble Wealth, LLC
N/A—7,443-7,443-100%$615.1K———
CVA Family Office, LLC
N/A—7,425-7,425-100%$613.6K———
Vanguard National Trust Co
N/A—7,354-7,354-100%$607.7K———
Howe & Rusling Inc
N/A—7,345-7,345-100%$607.0K———
Inspire Advisors, LLC
N/A—7,295-7,295-100%$602.9K———
Bank of the Bluegrass & Trust Co.
N/A—7,286-7,286-100%$583.2K———
Red Door Wealth Management, LLC
N/A—7,257-7,257-100%$599.8K———
Wellspring Financial Advisors, LLC
N/A—7,221-7,221-100%$597.1K———
Delta Investment Management, LLC
N/A—7,144-7,144-100%$590.4K———
VSM Wealth Advisory, LLC
N/A—7,111-7,111-100%$587.7K———
Summit Wealth Partners, LLC
N/A—7,072-7,072-100%$584.5K———
Gallagher Fiduciary Advisors, LLC
N/A—7,059-7,059-100%$583.4K———
Brio Consultants, LLC
N/A—6,974-6,974-100%$576.4K———
BlackDiamond Wealth Management, LLC
N/A—6,970-6,970-100%$610.0K———
Paradigm Capital Management, LLC
N/A—6,910-6,910-100%$571.0K———
one8zero8, LLC
N/A—6,905-6,905-100%$570.6K———
Trivium Point Advisory, LLC
N/A—6,900-6,900-100%$570.2K———
Founders Financial Alliance, LLC
N/A—6,871-6,871-100%$567.9K———
EFG International AG
N/A—6,871-6,871-100%$567.8K———
Whalerock Point Partners, LLC
N/A—6,845-6,845-100%$565.7K———
Wallace Advisory Group, LLC
N/A—6,770-6,770-100%$559.5K———
Drexel Morgan & Co.
N/A—6,747-6,747-100%$557.6K———
M3 Advisory Group, LLC
N/A—6,718-6,718-100%$555.1K———
Beta Wealth Group, Inc.
N/A—6,707-6,707-100%$554.2K———
Crawford Investment Counsel Inc
N/A—6,668-6,668-100%$551.1K———
TFR Capital, Llc.
N/A—6,626-6,626-100%$547.6K———
WealthTrust Axiom LLC
N/A—6,502-6,502-100%$537.3K———
Khazanah Nasional Berhad
N/A—6,502-6,502-100%$537.3K———
Citizens Business Bank
N/A—6,482-6,482-100%$535.7K———
Oxford Financial Group, Ltd. LLC
N/A—6,457-6,457-100%$533.6K———
Heartland Bank & Trust Co
N/A—6,456-6,456-100%$533.5K———
Marathon Trading Investment Management LLC
N/A—6,450-6,450-100%$533.0K———
Fairview Capital Investment Management, LLC
N/A—6,436-6,436-100%$531.9K———
Basecamp Wealth Advisors LLC
N/A—6,422-6,422-100%$530.7K———
Sterneck Capital Management, LLC
N/A—6,415-6,415-100%$530.1K———
HHM Wealth Advisors, LLC
N/A—6,406-6,406-100%$529.4K———
Capital Markets Trading UK LLP
N/A—6,392-6,392-100%$528.0K———
Nwam LLC
N/A—6,376-6,376-100%$526.9K———
Algert Global LLC
N/A—6,359-6,359-100%$525.5K———
Fosun International Ltd
N/A—6,316-6,316-100%$522.0K———
Peak Retirement Planning, Inc.
N/A—6,313-6,313-100%$521.7K———
Front Row Advisors LLC
N/A—6,293-6,293-100%$550.3K———
First National Bank & Trust Co of Newtown
N/A—6,261-6,261-100%$541.3K———
LMR Partners LLP
N/A—6,225-6,225-100%$514.4K———
SGL Investment Advisors, Inc.
N/A—6,214-6,214-100%$543.8K———
W1m Asset Management Ltd
N/A—6,182-6,182-100%$510.9K———
Alaska Wealth Advisors, LLC
N/A—6,166-6,166-100%$509.5K———
Denver Wealth Management, Inc.
N/A—6,133-6,133-100%$506.8K———
Colonial Trust Co / SC
N/A—6,133-6,133-100%$506.8K———
Wayfinding Financial, LLC
N/A—6,090-6,090-100%$503.0K———
Axis Wealth Partners, LLC
N/A—6,081-6,081-100%$502.5K———
Cardiff Park Advisors, LLC
N/A—6,062-6,062-100%$501.0K———
Alethea Capital Management, LLC
N/A—6,030-6,030-100%$498.3K———
First National Bank of Hutchinson
N/A—6,029-6,029-100%$498.2K———
Sequent Asset Management, LLC
N/A—6,007-6,007-100%$496.4K———
Mission Creek Capital Partners, Inc.
N/A—5,999-5,999-100%$495.8K———
Roehl & Yi Investment Advisors, LLC
N/A—5,962-5,962-100%$492.7K———
Ironwood Investment Counsel, LLC
N/A—5,961-5,961-100%$492.7K———
Intellectus Partners, LLC
N/A—5,945-5,945-100%$491.3K———
Cvfg LLC
N/A—5,931-5,931-100%$490.1K———
IFG Advisory, LLC
N/A—5,899-5,899-100%$487.5K———
Peak Planning Group, LLC
N/A—5,829-5,829-100%$481.7K———
Campion Asset Management
N/A—5,763-5,763-100%$476.3K———
Morris Financial Concepts, Inc.
N/A—5,761-5,761-100%$476.1K———
Coign Capital Advisors LLC
N/A—5,754-5,754-100%$475.5K———
Sfmg, LLC
N/A—5,703-5,703-100%$471.3K———
Safeguard Investment Advisory Group, LLC
N/A—5,699-5,699-100%$470.9K———
Hayek Kallen Investment Management
N/A—5,655-5,655-100%$467.0K———
Regal Investment Advisors LLC
N/A—5,644-5,644-100%$466.4K———
Tiaa Trust, National Association
N/A—5,636-5,636-100%$465.8K———
Pursue Wealth Partners LLC
N/A—5,530-5,530-100%$457.0K———
Blueshift Asset Management, LLC
N/A—5,504-5,504-100%$454.9K———
Athena Investment Management
N/A—5,469-5,469-100%$452.0K———
Evernest Financial Advisors, LLC
N/A—5,430-5,430-100%$448.7K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—5,415-5,415-100%$447.5K———
Novare Capital Management LLC
N/A—5,410-5,410-100%$447.1K———
Richard W. Paul & Associates, LLC
N/A—5,396-5,396-100%$446.0K———
Maripau Wealth Management LLC
N/A—5,376-5,376-100%$444.2K———
Cascade Financial Partners, LLC
N/A—5,375-5,375-100%$444.2K———
Atlas Legacy Advisors, LLC
N/A—5,333-5,333-100%$445.1K———
Brown Financial Advisors
N/A—5,283-5,283-100%$436.6K———
OneAscent Wealth Management LLC
N/A—5,272-5,272-100%$435.7K———
FOX RUN Management, L.L.C.
N/A—5,240-5,240-100%$433.0K———
Vantus Wealth LLC
N/A—5,228-5,228-100%$432.0K———
Credit Industriel ET Commercial
N/A—5,211-5,211-100%$430.6K———
Matrix Private Capital Group LLC
N/A—5,209-5,209-100%$430.5K———
Fortis Capital Advisors, LLC
N/A—5,198-5,198-100%$429.6K———
Range Advisory, LLC
N/A—5,189-5,189-100%$428.9K———
Smith, Moore & Co.
N/A—5,165-5,165-100%$426.8K———
DF Dent & Co Inc
N/A—5,154-5,154-100%$425.9K———
Raelipskie Partnership
N/A—5,070-5,070-100%$419.0K———
Twinbeech Capital LP
N/A—5,060-5,060-100%$418.2K———
Northstar Financial Companies, Inc.
N/A—5,058-5,058-100%$418.0K———
Lakeridge Wealth Management LLC
N/A—5,022-5,022-100%$415.0K———
Kintra Wealth, LLC
N/A—5,015-5,015-100%$441.8K———
Puzo Michael J
N/A—5,000-5,000-100%$413.2K———
Ruffer LLP
N/A—5,000-5,000-100%$412.7K———
Shufro Rose & Co LLC
N/A—5,000-5,000-100%$413.2K———
Gateway Wealth Partners, LLC
N/A—4,997-4,997-100%$412.9K———
Caerus Investment Advisors, LLC
N/A—4,993-4,993-100%$412.6K———
Madison Wealth Partners, Inc
N/A—4,976-4,976-100%$411.2K———
Capital Analysts, LLC
N/A—4,943-4,943-100%$409.0K———
FLC Capital Advisors
N/A—4,906-4,906-100%$405.4K———
Klingenstein Fields & Co LP
N/A—4,901-4,901-100%$405.0K———
Byrne Financial Freedom, LLC
N/A—4,898-4,898-100%$404.7K———
Caisse DES Depots ET Consignations
N/A—4,893-4,893-100%$404.4K———
Flatrock Wealth Partners LLC
N/A—4,891-4,891-100%$404.2K———
Aegis Wealth Management LLC
N/A—4,864-4,864-100%$402.0K———
UP Strategic Wealth Investment Advisors LLC
N/A—4,850-4,850-100%$432.5K———
Omnia Family Wealth, LLC
N/A—4,805-4,805-100%$397.1K———
Bruce G. Allen Investments, LLC
N/A—4,745-4,745-100%$392.1K———
Intrust Bank NA
N/A—4,711-4,711-100%$389.4K———
Fullerton Fund Management Co Ltd.
N/A—4,702-4,702-100%$388.6K———
Members Trust Co
N/A—4,664-4,664-100%$385.4K———
MJP Associates Inc
N/A—4,595-4,595-100%$379.7K———
Talisman Wealth Advisors LLC
N/A—4,575-4,575-100%$378.1K———
DV Trading LLC
N/A—4,559-4,559-100%$376.8K———
Concentrum Wealth Management
N/A—4,552-4,552-100%$376.2K———
O'rourke & Company, Inc
N/A—4,543-4,543-100%$375.5K———
Van Hulzen Asset Management, LLC
N/A—4,531-4,531-100%$374.5K———
Genesis Financial Group, LLC
N/A—4,505-4,505-100%$372.3K———
Performance Wealth Partners, LLC
N/A—4,492-4,492-100%$371.2K———
Sargent Investment Group, LLC
N/A—4,486-4,486-100%$370.7K———
Legacy Wealth Advisors, LLC
N/A—4,474-4,474-100%$369.7K———
Chesapeake Wealth Management
N/A—4,460-4,460-100%$368.6K———
Wealth Management Associates, Inc.
N/A—4,428-4,428-100%$366.0K———
Caldwell Sutter Capital, Inc.
N/A—4,424-4,424-100%$365.6K———
Ellenbecker Investment Group
N/A—4,402-4,402-100%$363.8K———
Kelly Lawrence W & Associates Inc
N/A—4,400-4,400-100%$363.6K———
Circle Wealth Management, LLC
N/A—4,383-4,383-100%$362.2K———
Summit Wealth & Retirement Planning, Inc.
N/A—4,350-4,350-100%$359.5K———
Aviso Financial Inc.
N/A—4,280-4,280-100%$353.7K———
AssuredPartners Investment Advisors, LLC
N/A—4,276-4,276-100%$353.4K———
Duncan Williams Asset Management, LLC
N/A—4,251-4,251-100%$351.3K———
GW&K Investment Management, LLC
N/A—4,245-4,245-100%$351.0K———
Seeds Investor LLC
N/A—4,239-4,239-100%$350.3K———
S Harris Financial Group, LLC
N/A—4,233-4,233-100%$349.9K———
Cornerstone Select Advisors, LLC
N/A—4,211-4,211-100%$348.0K———
American Trust
N/A—4,203-4,203-100%$347.3K———
Foresight Global Investors, Inc.
N/A—4,117-4,117-100%$340.2K———
Keynote Financial Services LLC
N/A—4,100-4,100-100%$338.8K———
Wall Street Financial Group, Inc.
N/A—4,088-4,088-100%$337.8K———
Landing Point Financial Group, LLC
N/A—4,087-4,087-100%$337.7K———
Investment Advisory Group, LLC
N/A—4,072-4,072-100%$336.5K———
New World Advisors LLC
N/A—4,069-4,069-100%$336.3K———
ABN Amro Bank N.V.
N/A—4,067-4,067-100%$335.5K———
SSI Investment Management LLC
N/A—4,057-4,057-100%$335.3K———
South Plains Financial, Inc.
N/A—4,047-4,047-100%$334.4K———
Orographic Financial Advisors, LLC
N/A—4,030-4,030-100%$358———
United Bank
N/A—4,000-4,000-100%$330.6K———
Dempze Nancy E
N/A—4,000-4,000-100%$330.6K———
McMillan Office, Inc.
N/A—3,978-3,978-100%$328.7K———
Donaldson Capital Management, LLC
N/A—3,952-3,952-100%$326.6K———
Twin Peaks Wealth Advisors, LLC
N/A—3,936-3,936-100%$325.3K———
Granite Harbor Advisors, Inc.
N/A—3,934-3,934-100%$325.1K———
Security National Bank of SO DAK
N/A—3,927-3,927-100%$324.5K———
Inceptionr LLC
N/A—3,922-3,922-100%$324.1K———
Crewe Advisors LLC
N/A—3,918-3,918-100%$323.8K———
Basepoint Wealth LLC
N/A—3,917-3,917-100%$323.7K———
Lifeworks Advisors, LLC
N/A—3,901-3,901-100%$322.4K———
Marietta Investment Partners LLC
N/A—3,900-3,900-100%$322.3K———
SlateStone Wealth, LLC
N/A—3,893-3,893-100%$322.0K———
Parkwoods Wealth Partners, LLC
N/A—3,880-3,880-100%$320.6K———
Alongside, LLC
N/A—3,873-3,873-100%$320.0K———
49 Wealth Management, LLC
N/A—3,873-3,873-100%$320.0K———
Swan Global Investments, LLC
N/A—3,873-3,873-100%$320.1K———
Kera Capital Partners, Inc.
N/A—3,869-3,869-100%$319.7K———
Peninsula Asset Management Inc
N/A—3,851-3,851-100%$318.2K———
VestGen Investment Management
N/A—3,830-3,830-100%$316.5K———
Fortis Capital Management LLC
N/A—3,828-3,828-100%$316.4K———
Petix & Botte Co
N/A—3,828-3,828-100%$316.3K———
Cannon Wealth Management Services, LLC
N/A—3,807-3,807-100%$314.6K———
Laraway Financial Advisors Inc
N/A—3,789-3,789-100%$313.1K———
Pinnacle Holdings, LLC
N/A—3,772-3,772-100%$311.7K———
Quantessence Capital LLC
N/A—3,754-3,754-100%$310.2K———
X-Square Capital, LLC
N/A—3,745-3,745-100%$309.0K———
BTG Pactual Asset Management US LLC
N/A—3,738-3,738-100%$308.9K———
CarsonAllaria Wealth Management, Ltd.
N/A—3,726-3,726-100%$307.9K———
CoreFirst Bank & Trust
N/A—3,723-3,723-100%$307.7K———
Kerr Financial Planning Corp
N/A—3,718-3,718-100%$307.2K———
Sandy Cove Advisors, LLC
N/A—3,691-3,691-100%$305.1K———
Beck Mack & Oliver LLC
N/A—3,682-3,682-100%$304.3K———
Faithward Advisors, LLC
N/A—3,665-3,665-100%$302.9K———
Knightsbridge Asset Management, LLC
N/A—3,658-3,658-100%$302.3K———
Calydon Capital
N/A—3,647-3,647-100%$301.4K———
Navis Wealth Advisors, LLC
N/A—3,575-3,575-100%$295.4K———
Trustmark Bank Trust Department
N/A—3,560-3,560-100%$294.2K———
Wealthquest Corp
N/A—3,556-3,556-100%$293.9K———
Sagewood Asset Management LP
N/A—3,548-3,548-100%$293.2K———
Boston Family Office LLC
N/A—3,548-3,548-100%$293.0K———
Colonial Trust Advisors
N/A—3,520-3,520-100%$290.9K———
HC Advisors, LLC
N/A—3,501-3,501-100%$289.3K———
Quantum Portfolio Management LLC
N/A—3,500-3,500-100%$289.2K———
Tobias Financial Advisors, Inc.
N/A—3,496-3,496-100%$288.9K———
Northstar Group, Inc.
N/A—3,482-3,482-100%$287.8K———
Consilio Wealth Advisors, LLC
N/A—3,448-3,448-100%$284.9K———
BSW Wealth Partners
N/A—3,438-3,438-100%$284.2K———
Vistica Wealth Advisors, LLC
N/A—3,436-3,436-100%$284.0K———
Cascades Capital Asset Management, LLC
N/A—3,423-3,423-100%$282.9K———
Jackson, Grant Investment Advisers, Inc.
N/A—3,422-3,422-100%$282.8K———
Alan B Lancz & Associates, Inc.
N/A—3,400-3,400-100%$281.0K———
HFG Advisors, Inc.
N/A—3,380-3,380-100%$279.3K———
Capstone Financial Advisors, Inc.
N/A—3,354-3,354-100%$277.1K———
ESL Trust Services, LLC
N/A—3,352-3,352-100%$277.0K———
Johnson Wealth Management, LLC
N/A—3,351-3,351-100%$276.9K———
Penserra Capital Management LLC
N/A—3,350-3,350-100%$242.0K———
Graham Capital Management, L.P.
N/A—3,344-3,344-100%$276.3K———
Yukon Wealth Management, Inc.
N/A—3,343-3,343-100%$276.3K———
Tailwinds Wealth, LLC
N/A—3,337-3,337-100%$275.8K———
Pennington Partners & Co., LLC
N/A—3,313-3,313-100%$273.8K———
Legend Capital Advisors LLC
N/A—3,300-3,300-100%$272.7K———
Blalock Williams, LLC
N/A—3,288-3,288-100%$271.7K———
Bogart Wealth, LLC
N/A—3,279-3,279-100%$270.9K———
Claret Asset Management Corp
N/A—3,266-3,266-100%$270.0K———
Black Swift Group, LLC
N/A—3,250-3,250-100%$268.6K———
Greenwich Wealth Management LLC
N/A—3,234-3,234-100%$267.0K———
Okabena Investment Services Inc
N/A—3,225-3,225-100%$266.5K———
Axiom Financial Strategies, LLC
N/A—3,217-3,217-100%$265.9K———
Caledonia (Private) Investments Pty Ltd
N/A—3,198-3,198-100%$264.3K———
Brave Asset Management Inc
N/A—3,187-3,187-100%$263.4K———
Garden State Investment Advisory Services LLC
N/A—3,123-3,123-100%$258.0K———
German American Bancorp, Inc.
N/A—3,103-3,103-100%$256.4K———
Abound Financial, LLC
N/A—3,090-3,090-100%$255.4K———
Walsh & Associates, LLC
N/A—3,067-3,067-100%$253.5K———
Fi3 Financial Advisors, LLC
N/A—3,041-3,041-100%$294.9K———
Resurgent Financial Advisors LLC
N/A—3,033-3,033-100%$250.7K———
Apriem Advisors
N/A—3,015-3,015-100%$249.2K———
Avalon Trust Co
N/A—3,000-3,000-100%$247.9K———
Ames National Corp
N/A—3,000-3,000-100%$247.9K———
von Borstel & Associates, Inc.
N/A—2,994-2,994-100%$247.0K———
Prelude Capital Management, LLC
N/A—2,991-2,991-100%$247.2K———
Front Street Capital Management, Inc.
N/A—2,988-2,988-100%$248.1K———
Bank of Hawaii
N/A—2,968-2,968-100%$245.3K———
Sovereign Financial Group, Inc.
N/A—2,954-2,954-100%$244.1K———
Heritage Wealth Advisors
N/A—2,908-2,908-100%$240.3K———
Panoramic Capital Partners, LLC
N/A—2,905-2,905-100%$240.0K———
OneAscent Family Office, LLC
N/A—2,903-2,903-100%$239.9K———
CTC Alternative Strategies, Ltd.
N/A—2,900-2,900-100%$239.7K———
BHK Investment Advisors, LLC
N/A—2,899-2,899-100%$239.6K———
IFC Advisors LLC
N/A—2,898-2,898-100%$239.5K———
Mars Jewett Financial Group, Inc.
N/A—2,883-2,883-100%$238.3K———
Beto Financial Group, LLC
N/A—2,879-2,879-100%$248.5K———
Muirfield Wealth Advisors LLC
N/A—2,876-2,876-100%$237.7K———
Orion Capital Management LLC
N/A—2,867-2,867-100%$236.9K———
Schiavi & Co LLC
N/A—2,866-2,866-100%$324.6K———
Northwest Bancshares, Inc.
N/A—2,864-2,864-100%$236.7K———
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
N/A—2,846-2,846-100%$235.2K———
Holistic Financial Partners
N/A—2,814-2,814-100%$232.5K———
Houlihan Financial Resource Group, Ltd.
N/A—2,808-2,808-100%$232.1K———
JPL Wealth Management, LLC
N/A—2,775-2,775-100%$229.4K———
Chancellor Financial Group WB LP
N/A—2,771-2,771-100%$229.0K———
SOA Wealth Advisors, Llc.
N/A—2,755-2,755-100%$227.7K———
Ethos Financial Group, LLC
N/A—2,743-2,743-100%$230.1K———
Pgim Custom Harvest LLC
N/A—2,720-2,720-100%$224.8K———
Copley Financial Group, Inc.
N/A—2,710-2,710-100%$224.0K———
RED Reef Advisors LLC
N/A—2,704-2,704-100%$223.5K———
Beacon Investment Advisors LLC
N/A—2,698-2,698-100%$223.0K———
Cura Wealth Advisors, LLC
N/A—2,691-2,691-100%$222.4K———
Cannell & Spears LLC
N/A—2,688-2,688-100%$222.1K———
NCM Capital Management, LLC
N/A—2,662-2,662-100%$220.0K———
Hirtle & Co., LLC
N/A—2,662-2,662-100%$220.0K———
Meadowbrook Advisors Group, LLC
N/A—2,655-2,655-100%$219.4K———
Somerville Kurt F
N/A—2,650-2,650-100%$219.0K———
Clarkston Capital Partners, LLC
N/A—2,650-2,650-100%$219.0K———
Rodgers Brothers Inc.
N/A—2,650-2,650-100%$219.0K———
Intellus Advisors LLC
N/A—2,640-2,640-100%$218.2K———
Impact Partnership Wealth, LLC
N/A—2,639-2,639-100%$218.1K———
Elk River Wealth Management LLC
N/A—2,638-2,638-100%$218.0K———
Alvarez & Marsal Private Wealth Partners, LLC
N/A—2,631-2,631-100%$217.4K———
Bearing Point Capital, LLC
N/A—2,623-2,623-100%$216.8K———
Prudent Investors Network, Inc.
N/A—2,600-2,600-100%$214.9K———
Texas Yale Capital Corp.
N/A—2,585-2,585-100%$213.6K———
Baldwin Investment Management, LLC
N/A—2,572-2,572-100%$212.5K———
Bank of Nova Scotia Trust Co
N/A—2,569-2,569-100%$212.3K———
Saturna Capital Corp
N/A—2,558-2,558-100%$211.4K———
Kapstone Financial Advisors LLC
N/A—2,557-2,557-100%$211.3K———
Wealth Advisors of Iowa, LLC
N/A—2,551-2,551-100%$210.8K———
Wick Capital Partners, LLC
N/A—2,525-2,525-100%$208.7K———
Buckley Wealth Management, LLC
N/A—2,500-2,500-100%$206.6K———
Farringdon Capital, Ltd.
N/A—2,487-2,487-100%$205.5K———
Fiduciary Financial Advisors
N/A—2,472-2,472-100%$203.6K———
Berkeley Capital Partners, LLC
N/A—2,470-2,470-100%$204.1K———
Roundview Capital LLC
N/A—2,464-2,464-100%$203.6K———
Centric Wealth Management
N/A—2,425-2,425-100%$214.3K———
Paladin Advisory Group, LLC
N/A—2,385-2,385-100%$197.1K———
Quarry LP
N/A—2,375-2,375-100%$196.3K———
CNB Bank
N/A—2,338-2,338-100%$193.2K———
Keating Financial Advisory Services, Inc.
N/A—2,335-2,335-100%$193.0K———
Measured Wealth Private Client Group, LLC
N/A—2,295-2,295-100%$189.7K———
Intesa Sanpaolo S.p.A.
N/A—2,270-2,270-100%$187.6K———
Crews Bank & Trust
N/A—2,231-2,231-100%$184.4K———
Centennial Bank
N/A—2,209-2,209-100%$182.6K———
Atlas Capital Advisors Inc.
N/A—2,162-2,162-100%$178.7K———
BNP Paribas
N/A—2,159-2,159-100%$178.2K———
Beaird Harris Wealth Management, LLC
N/A—2,020-2,020-100%$166.9K———
Cohen & Steers, Inc.
N/A—2,000-2,000-100%$165.0K———
Heartland Advisors Inc
N/A—2,000-2,000-100%$165.3K———
JTC Employer Solutions Trustee Ltd
N/A—1,906-1,906-100%$158.0K———
Strategic Wealth Partners, Ltd.
N/A—1,863-1,863-100%$154.0K———
Prestige Wealth Management Group LLC
N/A—1,852-1,852-100%$153.1K———
Evelyn Partners Group Ltd
N/A—1,836-1,836-100%$151.7K———
Prosperity Bancshares Inc
N/A—1,788-1,788-100%$147.8K———
Osterweis Capital Management Inc
N/A—1,783-1,783-100%$147.3K———
Ameriflex Group, Inc.
N/A—1,763-1,763-100%$145.7K———
Motco
N/A—1,719-1,719-100%$142.1K———
SHP Wealth Management
N/A—1,706-1,706-100%$141.0K———
Longview Financial Advisors LLC
N/A—1,653-1,653-100%$136.6K———
Frazier Financial Advisors, LLC
N/A—1,575-1,575-100%$130.2K———
Glen Eagle Advisors, LLC
N/A—1,514-1,514-100%$125.1K———
Operose Advisors LLC
N/A—1,389-1,389-100%$114.8K———
Rogco, LP
N/A—1,357-1,357-100%$112.1K———
Millstone Evans Group, LLC
N/A—1,336-1,336-100%$110.4K———
Hollencrest Capital Management
N/A—1,300-1,300-100%$107.4K———
Aster Capital Management (Difc) Ltd
N/A—1,292-1,292-100%$106.8K———
IMA Advisory Services, Inc.
N/A—1,270-1,270-100%$105.0K———
Silicon Valley Capital Partners
N/A—1,265-1,265-100%$104.6K———
Financial Life Planners
N/A—1,260-1,260-100%$104.1K———
Truvestments Capital LLC
N/A—1,243-1,243-100%$102.7K———
Greykasell Wealth Strategies, Inc.
N/A—1,242-1,242-100%$102.6K———
Harvest Fund Management Co., Ltd
N/A—1,131-1,131-100%$93.0K———
Ross\johnson & Associates LLC
N/A—1,106-1,106-100%$91.4K———
Kemnay Advisory Services Inc.
N/A—1,073-1,073-100%$88.7K———
Ogorek Anthony Joseph
N/A—1,071-1,071-100%$88.0K———
Battery Global Advisors, LLC
N/A—1,000-1,000-100%$82.6K———
Ramirez Asset Management, Inc.
N/A—1,000-1,000-100%$82.6K———
Bernard Wealth Management Corp.
N/A—996-996-100%$82.3K———
Regatta Research & Money Management
N/A—938-938-100%$77.4K———
Cornerstone Financial Management LLC
N/A—934-934-100%$77.2K———
Financial Gravity Companies, Inc.
N/A—928-928-100%$76.7K———
Leo H. Evart, Inc.
N/A—922-922-100%$76.2K———
Highland Investment Advisors LLC
N/A—913-913-100%$75.5K———
Roble, Belko & Company, Inc
N/A—900-900-100%$74.0K———
Sachetta, LLC
N/A—881-881-100%$72.8K———
Westfuller Advisors, LLC
N/A—769-769-100%$63.6K———
E Fund Management (Hong Kong) Co., Ltd.
N/A—737-737-100%$60.9K———
Loomis Sayles & Co L P
N/A—726-726-100%$60.0K———
Tidemark, LLC
N/A—705-705-100%$58.3K———
Cypress Capital Management LLC (WY)
N/A—702-702-100%$58.0K———
Vega Investment Solutions
N/A—680-680-100%$56.2K———
Dogwood Wealth Management LLC
N/A—654-654-100%$54.0K———
1015 Capital Partners, LLC
N/A—632-632-100%$52.2K———
Rialto Wealth Management, LLC
N/A—631-631-100%$52.1K———
Synergy Investment Management, LLC
N/A—626-626-100%$52.3K———
Uniplan Investment Counsel, Inc.
N/A—619-619-100%$51.2K———
Morse Asset Management, Inc
N/A—612-612-100%$50.6K———
Atlantic Private Wealth, LLC
N/A—609-609-100%$50.3K———
Park Place Capital Corp
N/A—607-607-100%$50.2K———
Kilter Group LLC
N/A—601-601-100%$49.7K———
Meeder Asset Management Inc
N/A—588-588-100%$48.6K———
TD Capital Management LLC
N/A—534-534-100%$44.1K———
Nova Wealth Management, Inc.
N/A—525-525-100%$43.3K———
Medallion Wealth Advisors, LLC
N/A—511-511-100%$37.3K———
KEB Asset Management, LLC
N/A—508-508-100%$41.9K———
Vision Retirement, LLC
N/A—500-500-100%$41.3K———
Aberdeen Wealth Management LLC
N/A—500-500-100%$41.3K———
Ankerstar Wealth, LLC
N/A—498-498-100%$41.2K———
Lavaca Capital LLC
N/A—492-492-100%$40.7K———
JDM Financial Group LLC
N/A—465-465-100%$38.4K———
Raffa Wealth Management, LLC
N/A—453-453-100%$37.4K———
Parvin Asset Management, LLC
N/A—450-450-100%$37.2K———
Bellevue Asset Management, LLC
N/A—442-442-100%$36.5K———
Nalls Sherbakoff Group, LLC
N/A—440-440-100%$36.4K———
1248 Management, LLC
N/A—436-436-100%$36.0K———
BOK Financial Private Wealth, Inc.
N/A—412-412-100%$34.0K———
Accent Capital Management, LLC
N/A—404-404-100%$33.4K———
Mcguire Capital Advisors Inc
N/A—395-395-100%$32.6K———
S&T Bank
N/A—385-385-100%$31.8K———
Bravera Wealth
N/A—366-366-100%$30.2K———
Dunhill Financial, LLC
N/A—365-365-100%$30.2K———
Boreal Capital Management LLC
N/A—364-364-100%$30.1K———
Horizon Bancorp Inc
N/A—354-354-100%$29.0K———
Strategic Investment Solutions, Inc.
N/A—351-351-100%$29.0K———
Navera Investment Management Ltd.
N/A—350-350-100%$28.9K———
Security National Bank of Sioux City Iowa
N/A—339-339-100%$28.0K———
Strive Financial Group,LLC
N/A—323-323-100%$26.7K———
Minot DeBlois Advisors LLC
N/A—302-302-100%$25.0K———
Wellington-Altus USA Inc.
N/A—272-272-100%$21.7K———
Miller Capital Partners, Inc.
N/A—270-270-100%$22.3K———
Allied Private Wealth LLC
N/A—249-249-100%$21.3K———
Godfrey Financial Associates, Inc.
N/A—231-231-100%$19.1K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—219-219-100%$18.1K———
Consultiva Wealth Management, Corp.
N/A—207-207-100%$17.1K———
Stance Capital LLC
N/A—200-200-100%$16.5K———
Proffitt & Goodson Inc
N/A—183-183-100%$15.1K———
PlanVest Financial, Inc
N/A—181-181-100%$15.0K———
1 North Wealth Services LLC
N/A—178-178-100%$14.7K———
Purpose Unlimited Inc.
N/A—171-171-100%$14.3K———
Atomic Invest LLC
N/A—166-166-100%$13.9K———
Napier Financial, LLC
N/A—163-163-100%$13.5K———
Swan Capital LLC
N/A—150-150-100%$12.4K———
Toews Corp
N/A—150-150-100%$12.4K———
Broadwater Capital Management LLC
N/A—133-133-100%$11.0K———
Mpwm Advisory Solutions, LLC
N/A—123-123-100%$10.2K———
Darwin Wealth Management, LLC
N/A—108-108-100%$9.0K———
Bard Associates Inc
N/A—106-106-100%$8.8K———
Tanglewood Legacy Advisors, LLC
N/A—100-100-100%$8.3K———
Benson Wealth Management Inc
N/A—99-99-100%$8.2K———
HFM Investment Advisors, LLC
N/A—82-82-100%$6.8K———
Pinney & Scofield, Inc.
N/A—82-82-100%$6.8K———
Imprint Wealth LLC
N/A—80-80-100%$6.6K———
Delta Accumulation, LLC
N/A—76-76-100%$6.3K———
Three Bearings Fiduciary Advisors, Inc.
N/A—68-68-100%$5.6K———
Conquis Financial LLC
N/A—62-62-100%$5.1K———
Banque Transatlantique SA
N/A—44-44-100%$3.6K———
Osbon Capital Management LLC
N/A—40-40-100%$3.3K———
Cbiz Investment Advisory Services, LLC
N/A—36-36-100%$2.9K———
Investors Portfolio Services LLC
N/A—32-32-100%$2.6K———
Seneschal Advisors, LLC
N/A—24-24-100%$2.0K———
Marshall Investment Management, LLC
N/A—23-23-100%$1.9K———
Cordant, Inc.
N/A—16-16-100%$1.3K———
Delos Wealth Advisors, LLC
N/A—14-14-100%$1.2K———
Palladiem, LLC
N/A—5-5-100%$413———
Westend Capital Management, LLC
N/A—2-2-100%$193———
Global Frontier Investments LLC
N/A—00—$0———
Showing 2989 of 2989 institutions