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Yum! Brands Inc (YUM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Geode Capital Management, LLC
INCREASED
Shares8,408,882 from 8,371,753
Change+37,129 (+0%)
Value$1.2B (-$190.5M)
Filed 2026-11-06
Bank of New York Mellon Corp
DECREASED
Shares1,714,526 from 1,747,978
Change-33,452 (-2%)
Value$233.8M (-$45.7M)
Filed 2026-11-05
Sustainable Growth Advisers, LP
DECREASED
Shares1,516,303 from 2,498,040
Change-981,737 (-39%)
Value$206.7M (-$192.6M)
Filed 2026-10-15
Deutsche Bank Ag\
DECREASED
Shares1,052,994 from 1,227,576
Change-174,582 (-14%)
Value$143.6M (-$52.7M)
Filed 2026-11-06
Dimensional Fund Advisors LP
DECREASED
Shares1,049,262 from 1,054,862
Change-5,600 (-1%)
Value$143.1M (-$25.5M)
Filed 2026-11-04
Amundi
DECREASED
Shares998,698 from 1,124,462
Change-125,764 (-11%)
Value$136.2M (-$43.6M)
Filed 2026-11-06
DekaBank Deutsche Girozentrale
INCREASED
Shares716,778 from 636,355
Change+80,423 (+13%)
Value$98.8K (+$201)
Filed 2026-10-27
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares714,057 from 667,994
Change+46,063 (+7%)
Value$97.4M (-$9.4M)
Filed 2026-11-05
Citigroup Inc
DECREASED
Shares714,055 from 797,993
Change-83,938 (-11%)
Value$97.4M (-$30.2M)
Filed 2026-11-04
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares646,989 from 669,021
Change-22,032 (-3%)
Value$88.2M (-$18.7M)
Filed 2026-10-29
AMF Tjanstepension AB
UNCHANGED
Shares579,067 from 579,067
Change0 (0%)
Value$78.9M (-$13.6M)
Filed 2026-10-22
Virginia Retirement Systems ET Al
DECREASED
Shares544,278 from 623,178
Change-78,900 (-13%)
Value$74.2M (-$25.4M)
Filed 2026-10-28
Assenagon Asset Management S.A.
INCREASED
Shares424,539 from 202,351
Change+222,188 (+110%)
Value$57.9M (+$25.5M)
Filed 2026-10-15
Fort Washington Investment Advisors Inc
INCREASED
Shares352,416 from 349,006
Change+3,410 (+1%)
Value$48.0M (-$7.7M)
Filed 2026-10-15
Barclays PLC
DECREASED
Shares349,700 from 1,014,232
Change-664,532 (-66%)
Value$47.7M (-$114.5M)
Filed 2026-11-06
Russell Investments Group, Ltd.
DECREASED
Shares343,995 from 532,500
Change-188,505 (-35%)
Value$46.9M (-$38.1M)
Filed 2026-11-06
Principal Financial Group Inc
DECREASED
Shares305,977 from 328,332
Change-22,355 (-7%)
Value$41.7M (-$10.8M)
Filed 2026-11-02
Retirement Systems of Alabama
DECREASED
Shares294,065 from 423,392
Change-129,327 (-31%)
Value$40.1M (-$27.6M)
Filed 2026-11-04
Bank of Montreal
DECREASED
Shares285,267 from 342,855
Change-57,588 (-17%)
Value$38.9M (-$15.9M)
Filed 2026-11-09
LPL Financial LLC
INCREASED
Shares276,969 from 270,794
Change+6,175 (+2%)
Value$37.8M (-$5.5M)
Filed 2026-11-06
Anchor Capital Advisors LLC
DECREASED
Shares257,003 from 272,698
Change-15,695 (-6%)
Value$35.0M (-$8.6M)
Filed 2026-11-05
Fifth Third Bancorp
DECREASED
Shares251,565 from 253,646
Change-2,081 (-1%)
Value$34.3M (-$6.2M)
Filed 2026-11-05
PNC Financial Services Group, Inc.
DECREASED
Shares239,475 from 241,656
Change-2,181 (-1%)
Value$32.7M (-$6.0M)
Filed 2026-11-06
ZWJ Investment Counsel Inc
INCREASED
Shares226,562 from 212,440
Change+14,122 (+7%)
Value$30.9M (-$3.1M)
Filed 2026-10-15
New York State Teachers Retirement System
DECREASED
Shares221,984 from 228,133
Change-6,149 (-3%)
Value$30.3K (-$36.4M)
Filed 2026-10-22
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED
Shares200,773 from 216,330
Change-15,557 (-7%)
Value$27.4M (-$7.2M)
Filed 2026-10-15
Arbejdsmarkedets Tillaegspension
DECREASED
Shares178,500 from 187,800
Change-9,300 (-5%)
Value$24.3M (-$5.7M)
Filed 2026-10-30
Swedbank AB
DECREASED
Shares174,352 from 175,019
Change-667 (0%)
Value$23.8M (-$4.2M)
Filed 2026-10-27
Aberdeen Group plc
DECREASED
Shares165,550 from 238,554
Change-73,004 (-31%)
Value$14.7M (-$23.4M)
Filed 2026-11-06
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares160,550 from 216,796
Change-56,246 (-26%)
Value$21.3M (-$549.2K)
Filed 2026-10-13
Asset Management One Co., Ltd.
INCREASED
Shares151,543 from 149,670
Change+1,873 (+1%)
Value$20.7M (-$3.3M)
Filed 2026-10-27
Ninety One UK Ltd
UNCHANGED
Shares150,160 from 150,160
Change0 (0%)
Value$20.5M (-$3.5M)
Filed 2026-10-15
Pictet Asset Management Holding SA
DECREASED
Shares146,492 from 151,562
Change-5,070 (-3%)
Value$20.0M (-$4.3M)
Filed 2026-11-03
Creative Planning
INCREASED
Shares144,937 from 142,118
Change+2,819 (+2%)
Value$19.8M (-$3.0M)
Filed 2026-11-02
Cohen Klingenstein LLC
UNCHANGED
Shares144,870 from 144,870
Change0 (0%)
Value$19.8M (-$3.4M)
Filed 2026-10-15
Markel Group Inc.
DECREASED
Shares142,059 from 245,213
Change-103,154 (-42%)
Value$19.4M (-$19.8M)
Filed 2026-10-30
Danske Bank A/S
DECREASED
Shares128,738 from 228,223
Change-99,485 (-44%)
Value$17.6M (-$18.9M)
Filed 2026-11-09
CIBC Asset Management Inc
INCREASED
Shares126,837 from 125,074
Change+1,763 (+1%)
Value$17.3M (-$2.7M)
Filed 2026-11-05
Swiss Life Asset Management Ltd
INCREASED
Shares114,527 from 80,356
Change+34,171 (+43%)
Value$15.6M (+$2.8M)
Filed 2026-11-03
MacKenzie Financial Corp
DECREASED
Shares111,687 from 120,533
Change-8,846 (-7%)
Value$15.2M (-$4.0M)
Filed 2026-11-02
Nisa Investment Advisors, LLC
DECREASED
Shares108,362 from 110,361
Change-1,999 (-2%)
Value$14.8M (-$2.9M)
Filed 2026-10-20
Heritage Investors Management Corp
DECREASED
Shares105,294 from 107,515
Change-2,221 (-2%)
Value$14.4K (-$17.2M)
Filed 2026-10-29
PBU - The Pension Fund of Early Childhood & Youth Educators
INCREASED
Shares99,383 from 90,735
Change+8,648 (+10%)
Value$13.5M (-$955.0K)
Filed 2026-11-06
Nykredit A/S
DECREASED
Shares96,350 from 98,868
Change-2,518 (-3%)
Value$13.1M (-$2.7M)
Filed 2026-11-06
US Bancorp \de\
DECREASED
Shares94,791 from 98,233
Change-3,442 (-3%)
Value$12.9M (-$2.8M)
Filed 2026-11-05
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares94,205 from 90,697
Change+3,508 (+4%)
Value$12.8M (-$1.7M)
Filed 2026-11-03
Lansforsakringar Fondforvaltning AB (publ)
INCREASED
Shares90,678 from 84,033
Change+6,645 (+8%)
Value$12.4M (-$1.1M)
Filed 2026-11-09
State of New Jersey Common Pension Fund D
INCREASED
Shares88,248 from 87,916
Change+332 (+0%)
Value$12.0M (-$2.0M)
Filed 2026-11-05
Fisher Asset Management, LLC
INCREASED
Shares85,254 from 71,901
Change+13,353 (+19%)
Value$11.6M (+$129.5K)
Filed 2026-11-06
Truist Financial Corp
DECREASED
Shares85,195 from 87,094
Change-1,899 (-2%)
Value$11.6M (-$2.3M)
Filed 2026-10-30
SEB Asset Management AB
DECREASED
Shares82,278 from 175,997
Change-93,719 (-53%)
Value$11.2M (-$16.9M)
Filed 2026-11-04
Mn Services Vermogensbeheer B.V.
UNCHANGED
Shares80,088 from 80,088
Change0 (0%)
Value$10.9K (-$12.8M)
Filed 2026-10-08
Czech National Bank
DECREASED
Shares78,411 from 78,452
Change-41 (0%)
Value$10.7M (-$1.9M)
Filed 2026-10-13
Arizona State Retirement System
DECREASED
Shares75,276 from 79,256
Change-3,980 (-5%)
Value$10.3M (-$2.4M)
Filed 2026-11-03
UniSuper Management Pty Ltd
INCREASED
Shares71,616 from 56,638
Change+14,978 (+26%)
Value$9.8M (+$710.0K)
Filed 2026-10-26
Commonwealth Equity Services, LLC
DECREASED
Shares69,264 from 70,913
Change-1,649 (-2%)
Value$9.4M (-$1.9M)
Filed 2026-11-02
State of Michigan Retirement System
DECREASED
Shares68,614 from 70,614
Change-2,000 (-3%)
Value$9.4M (-$1.9M)
Filed 2026-10-27
Illinois Municipal Retirement Fund
DECREASED
Shares65,723 from 69,693
Change-3,970 (-6%)
Value$9.0M (-$2.2M)
Filed 2026-11-05
ASR Vermogensbeheer N.V.
DECREASED
Shares63,011 from 63,063
Change-52 (0%)
Value$8.6M (-$1.5M)
Filed 2026-10-16
IFM Investors Pty Ltd
DECREASED
Shares61,575 from 62,875
Change-1,300 (-2%)
Value$8.4M (-$1.7M)
Filed 2026-10-14
Xponance LLC
INCREASED
Shares61,365 from 59,837
Change+1,528 (+3%)
Value$8.4M (-$1.2M)
Filed 2026-11-03
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
NEW
Shares60,293
Change+60,293
Value$8.2M
Filed 2026-11-03
Handelsbanken Fonder AB
DECREASED
Shares58,792 from 59,546
Change-754 (-1%)
Value$8.0K (-$1.5K)
Filed 2026-11-09
KBC Group NV
INCREASED
Shares56,947 from 53,792
Change+3,155 (+6%)
Value$7.8K (-$8.6M)
Filed 2026-10-22
Daiwa Securities Group Inc.
DECREASED
Shares54,400 from 54,970
Change-570 (-1%)
Value$7.4M (-$1.4M)
Filed 2026-10-29
M&G Plc
NEW
Shares53,797
Change+53,797
Value$7.3M
Filed 2026-11-04
Jacobs & Co
INCREASED
Shares52,616 from 51,501
Change+1,115 (+2%)
Value$7.2K (-$1.1K)
Filed 2026-10-09
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED
Shares51,532 from 52,992
Change-1,460 (-3%)
Value$7.0M (-$1.4M)
Filed 2026-10-19
Neos Investment Management LLC
INCREASED
Shares51,059 from 45,379
Change+5,680 (+13%)
Value$7.0M (-$292.9K)
Filed 2026-11-04
Rakuten Investment Management, Inc.
INCREASED
Shares49,160 from 45,127
Change+4,033 (+9%)
Value$6.8M (-$370.1K)
Filed 2026-10-30
Amalgamated Bank
DECREASED
Shares49,133 from 50,309
Change-1,176 (-2%)
Value$6.7K (-$8.0M)
Filed 2026-10-23
Eurizon Capital SGR S.p.A.
INCREASED
Shares48,656 from 45,955
Change+2,701 (+6%)
Value$6.6M (-$694.0K)
Filed 2026-11-06
Channing Capital Management, LLC
NEW
Shares45,667
Change+45,667
Value$6.2M
Filed 2026-11-02
Tritonpoint Wealth, LLC
DECREASED
Shares44,069 from 44,122
Change-53 (0%)
Value$6.0M (-$1.0M)
Filed 2026-10-19
Danica Pension, Livsforsikringsaktieselskab
UNCHANGED
Shares43,493 from 43,493
Change0 (0%)
Value$5.9M (-$1.0M)
Filed 2026-11-09
PFA Pension, Forsikringsaktieselskab
DECREASED
Shares42,864 from 263,041
Change-220,177 (-84%)
Value$5.8M (-$36.2M)
Filed 2026-11-06
ProShare Advisors LLC
INCREASED
Shares41,982 from 41,871
Change+111 (+0%)
Value$5.7M (-$969.7K)
Filed 2026-10-29
Silvant Capital Management LLC
INCREASED
Shares41,502 from 8,975
Change+32,527 (+362%)
Value$5.7M (+$4.2M)
Filed 2026-11-09
Police & Firemen's Retirement System of New Jersey
DECREASED
Shares40,813 from 40,864
Change-51 (0%)
Value$5.6M (-$968.1K)
Filed 2026-11-09
New York Life Investment Management LLC
DECREASED
Shares40,635 from 41,051
Change-416 (-1%)
Value$5.5M (-$1.0M)
Filed 2026-11-04
Sumitomo Mitsui DS Asset Management Company, Ltd
UNCHANGED
Shares39,279 from 39,279
Change0 (0%)
Value$5.4M (-$923.8K)
Filed 2026-10-20
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares38,088 from 33,110
Change+4,978 (+15%)
Value$5.2K (-$5.3M)
Filed 2026-11-02
B. Metzler seel. Sohn & Co. AG
INCREASED
Shares38,055 from 23,483
Change+14,572 (+62%)
Value$5.2M (+$1.4M)
Filed 2026-10-30
Alps Advisors Inc
INCREASED
Shares37,060 from 25,710
Change+11,350 (+44%)
Value$5.1M (+$942.8K)
Filed 2026-11-03
Raiffeisen Bank International AG
INCREASED
Shares36,179 from 31,181
Change+4,998 (+16%)
Value$5.0M (+$48.9K)
Filed 2026-10-28
Ketron Financial
DECREASED
Shares34,678 from 34,733
Change-55 (0%)
Value$4.7M (-$824.4K)
Filed 2026-11-09
Mutual of America Capital Management LLC
DECREASED
Shares34,177 from 34,723
Change-546 (-2%)
Value$4.7M (-$891.1K)
Filed 2026-10-23
Pavion Blue Capital, LLC
DECREASED
Shares34,003 from 36,407
Change-2,404 (-7%)
Value$4.6M (-$1.2M)
Filed 2026-11-05
Oregon Public Employees Retirement Fund
DECREASED
Shares33,525 from 33,872
Change-347 (-1%)
Value$4.6M (-$844.0K)
Filed 2026-10-30
State of Alaska, Department of Revenue
DECREASED
Shares33,270 from 34,421
Change-1,151 (-3%)
Value$4.5K (-$5.5M)
Filed 2026-10-15
Wealthfront Advisers LLC
DECREASED
Shares32,725 from 39,074
Change-6,349 (-16%)
Value$4.5M (-$1.8M)
Filed 2026-11-09
YHB Investment Advisors, Inc.
DECREASED
Shares32,697 from 33,433
Change-736 (-2%)
Value$4.5M (-$886.7K)
Filed 2026-10-08
Nordea Investment Management AB
INCREASED
Shares32,455 from 30,657
Change+1,798 (+6%)
Value$4.5M (-$394.9K)
Filed 2026-11-09
Intech Investment Management LLC
INCREASED
Shares32,190 from 19,105
Change+13,085 (+68%)
Value$4.4M (+$1.3M)
Filed 2026-11-09
SouthState Bank Corp
DECREASED
Shares31,869 from 32,255
Change-386 (-1%)
Value$4.3M (-$811.3K)
Filed 2026-11-09
ABN Amro Investment Solutions
INCREASED
Shares31,356 from 27,601
Change+3,755 (+14%)
Value$4.3M (-$137.2K)
Filed 2026-10-21
OP Asset Management Ltd
INCREASED
Shares30,646 from 29,488
Change+1,158 (+4%)
Value$4.2M (-$535.7K)
Filed 2026-11-05
Generali Asset Management SPA SGR
INCREASED
Shares30,035 from 29,423
Change+612 (+2%)
Value$4.1M (-$608.6K)
Filed 2026-10-26
Iowa State Bank
DECREASED
Shares28,262 from 30,489
Change-2,227 (-7%)
Value$3.9M (-$1.0M)
Filed 2026-10-06
Atria Investments, Inc
INCREASED
Shares26,279 from 26,029
Change+250 (+1%)
Value$3.6M (-$578.2K)
Filed 2026-10-15
Lipe & Dalton
UNCHANGED
Shares25,832 from 25,832
Change0 (0%)
Value$3.5K (-$608)
Filed 2026-10-15
Kestra Advisory Services, LLC
INCREASED
Shares25,446 from 24,834
Change+612 (+2%)
Value$3.5M (-$500.7K)
Filed 2026-11-02
Searle & Co.
DECREASED
Shares25,440 from 26,940
Change-1,500 (-6%)
Value$3.5M (-$838.1K)
Filed 2026-11-04
D.A. Davidson & Co.
INCREASED
Shares24,293 from 24,127
Change+166 (+1%)
Value$3.3M (-$544.8K)
Filed 2026-10-28
iA Global Asset Management Inc.
INCREASED
Shares23,907 from 22,475
Change+1,432 (+6%)
Value$3.3K (-$3.6M)
Filed 2026-10-29
Yousif Capital Management, LLC
INCREASED
Shares23,313 from 23,124
Change+189 (+1%)
Value$3.2M (-$518.1K)
Filed 2026-10-22
Enterprise Financial Services Corp
INCREASED
Shares23,032 from 23,019
Change+13 (+0%)
Value$3.1M (-$539.7K)
Filed 2026-11-03
Cullinan Associates Inc
DECREASED
Shares22,908 from 23,306
Change-398 (-2%)
Value$3.1M (-$602.4K)
Filed 2026-11-03
Mizuho Securities USA LLC
INCREASED
Shares22,277 from 21,578
Change+699 (+3%)
Value$3.4M (-$34.2K)
Filed 2026-11-09
Linscomb Wealth, Inc.
DECREASED
Shares22,066 from 22,495
Change-429 (-2%)
Value$3.0M (-$587.5K)
Filed 2026-11-05
First Citizens Bank & Trust Co
DECREASED
Shares21,018 from 24,859
Change-3,841 (-15%)
Value$2.9M (-$1.1M)
Filed 2026-10-14
Gulf International Bank (UK) Ltd
UNCHANGED
Shares21,018 from 21,018
Change0 (0%)
Value$2.9K (-$3.4M)
Filed 2026-10-20
Davenport & Co LLC
DECREASED
Shares20,730 from 21,016
Change-286 (-1%)
Value$2.8M (-$533.4K)
Filed 2026-10-14
AlphaCore Capital LLC
INCREASED
Shares20,674 from 10,947
Change+9,727 (+89%)
Value$2.8M (+$1.1M)
Filed 2026-11-04
PCG Asset Management, LLC
NEW
Shares20,057
Change+20,057
Value$2.7M
Filed 2026-11-05
Horrell Capital Management, Inc.
DECREASED
Shares19,998 from 20,864
Change-866 (-4%)
Value$2.7M (-$608.8K)
Filed 2026-10-08
Everett Harris & Co
DECREASED
Shares19,814 from 19,914
Change-100 (0%)
Value$2.7M (-$482.0K)
Filed 2026-10-28
Candriam S.C.A.
UNCHANGED
Shares19,795 from 19,795
Change0 (0%)
Value$2.7M (-$452.7K)
Filed 2026-11-03
Mindset Wealth Management, LLC
INCREASED
Shares19,675 from 19,660
Change+15 (+0%)
Value$2.7M (-$460.4K)
Filed 2026-10-19
AIA Group Ltd
DECREASED
Shares19,239 from 28,938
Change-9,699 (-34%)
Value$2.6M (-$2.0M)
Filed 2026-10-30
HB Wealth Management, LLC
INCREASED
Shares19,061 from 14,530
Change+4,531 (+31%)
Value$2.6M (+$276.0K)
Filed 2026-10-23
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares19,047 from 19,047
Change0 (0%)
Value$2.6M (-$448.0K)
Filed 2026-10-27
ICW Investment Advisors LLC
DECREASED
Shares18,966 from 19,254
Change-288 (-1%)
Value$2.6M (-$492.0K)
Filed 2026-10-27
Towne Trust Company, N.a
INCREASED
Shares18,643 from 17,463
Change+1,180 (+7%)
Value$2.5M (-$249.8K)
Filed 2026-10-28
Strengthening Families & Communities, LLC
INCREASED
Shares18,438 from 18,405
Change+33 (+0%)
Value$2.5M (-$428.4K)
Filed 2026-10-21
Salem Investment Counselors Inc
INCREASED
Shares18,419 from 18,417
Change+2 (+0%)
Value$2.5M (-$432.9K)
Filed 2026-10-13
Procyon Advisors, LLC
INCREASED
Shares18,397 from 14,973
Change+3,424 (+23%)
Value$2.5M (+$114.6K)
Filed 2026-10-21
AGF Management LTD
DECREASED
Shares18,374 from 19,490
Change-1,116 (-6%)
Value$2.5M (-$610.6K)
Filed 2026-11-03
Eukles Asset Management
DECREASED
Shares18,262 from 18,341
Change-79 (0%)
Value$2.5M (-$442.2K)
Filed 2026-11-04
Lido Advisors, LLC
DECREASED
Shares18,231 from 18,662
Change-431 (-2%)
Value$2.5M (-$498.0K)
Filed 2026-11-04
BI Asset Management Fondsmaeglerselskab A/S
INCREASED
Shares18,229 from 17,906
Change+323 (+2%)
Value$2.5K (-$2.9M)
Filed 2026-10-22
Achmea Investment Management B.V.
NEW
Shares17,825
Change+17,825
Value$2.4M
Filed 2026-10-30
Merit Financial Group, LLC
INCREASED
Shares17,755 from 17,476
Change+279 (+2%)
Value$2.4M (-$372.9K)
Filed 2026-11-06
Savant Capital, LLC
DECREASED
Shares17,304 from 31,356
Change-14,052 (-45%)
Value$2.4M (-$2.6M)
Filed 2026-11-06
Ag2r LA Mondiale Gestion D'actifs
INCREASED
Shares17,206 from 12,707
Change+4,499 (+35%)
Value$2.3M (+$314.5K)
Filed 2026-10-26
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares17,164 from 17,164
Change0 (0%)
Value$2.7M ($0)
Filed 2026-10-15
Burns J W & Co Inc
DECREASED
Shares16,967 from 17,526
Change-559 (-3%)
Value$2.3M (-$488.4K)
Filed 2026-10-20
Glenview Trust Co
INCREASED
Shares16,878 from 16,861
Change+17 (+0%)
Value$2.3M (-$394.3K)
Filed 2026-10-28
Maryland State Retirement & Pension System
INCREASED
Shares16,793 from 14,946
Change+1,847 (+12%)
Value$2.3M (-$99.7K)
Filed 2026-11-05
Family Capital Trust Co
UNCHANGED
Shares16,483 from 16,483
Change0 (0%)
Value$2.2M (-$387.7K)
Filed 2026-10-22
Concurrent Investment Advisors, LLC
INCREASED
Shares16,310 from 10,814
Change+5,496 (+51%)
Value$2.2M (+$494.9K)
Filed 2026-10-16
Churchill Financial Advisors, LLC
DECREASED
Shares15,534 from 16,358
Change-824 (-5%)
Value$2.1M (-$497.1K)
Filed 2026-10-20
Fideuram Asset Management (Ireland) dac
INCREASED
Shares15,474 from 10,071
Change+5,403 (+54%)
Value$2.3M (+$787.4K)
Filed 2026-10-29
Buckhead Capital Management LLC
DECREASED
Shares15,294 from 15,862
Change-568 (-4%)
Value$2.1M (-$450.5K)
Filed 2026-11-03
Keybank National Association
DECREASED
Shares14,972 from 15,818
Change-846 (-5%)
Value$2.0M (-$487.4K)
Filed 2026-11-04
Oppenheimer & Co Inc
INCREASED
Shares14,876 from 14,713
Change+163 (+1%)
Value$2.0M (-$323.8K)
Filed 2026-10-26
Crossmark Global Holdings, Inc.
DECREASED
Shares14,815 from 14,896
Change-81 (-1%)
Value$2.0M (-$361.4K)
Filed 2026-10-21
Hartford Investment Management Co
DECREASED
Shares14,637 from 15,265
Change-628 (-4%)
Value$2.0M (-$444.7K)
Filed 2026-11-04
Mill Capital Management, LLC
DECREASED
Shares14,497 from 15,329
Change-832 (-5%)
Value$2.0M (-$474.0K)
Filed 2026-10-26
Central Trust Co
DECREASED
Shares14,427 from 15,030
Change-603 (-4%)
Value$2.0M (-$435.7K)
Filed 2026-11-05
Third View Private Wealth, LLC
DECREASED
Shares14,403 from 15,198
Change-795 (-5%)
Value$2.0M (-$465.8K)
Filed 2026-10-30
Wedbush Securities Inc
INCREASED
Shares13,994 from 13,634
Change+360 (+3%)
Value$1.9K (-$2.2M)
Filed 2026-10-22
Allworth Financial LP
INCREASED
Shares13,975 from 12,786
Change+1,189 (+9%)
Value$2.2M (+$190.1K)
Filed 2026-11-06
New Mexico Educational Retirement Board
UNCHANGED
Shares13,772 from 13,772
Change0 (0%)
Value$1.9K (-$2.2M)
Filed 2026-11-05
Exchange Traded Concepts, LLC
DECREASED
Shares13,505 from 17,747
Change-4,242 (-24%)
Value$1.8M (-$995.8K)
Filed 2026-10-28
Louisiana State Employees Retirement System
DECREASED
Shares13,400 from 14,100
Change-700 (-5%)
Value$1.8M (-$427.1K)
Filed 2026-10-20
Coastline Trust Co
DECREASED
Shares13,229 from 13,244
Change-15 (0%)
Value$1.8M (-$313.5K)
Filed 2026-10-01
WBH Advisory Inc
DECREASED
Shares13,046 from 13,421
Change-375 (-3%)
Value$1.8M (-$366.8K)
Filed 2026-11-05
Bessemer Group Inc
DECREASED
Shares12,975 from 22,356
Change-9,381 (-42%)
Value$1.8K (-$3.6M)
Filed 2026-11-09
Allspring Global Investments Holdings, LLC
INCREASED
Shares12,745 from 12,222
Change+523 (+4%)
Value$1.7M (-$232.8K)
Filed 2026-11-04
Chicago Capital, LLC
UNCHANGED
Shares12,672 from 12,672
Change0 (0%)
Value$1.7M (-$298.1K)
Filed 2026-10-13
Williams Jones Wealth Management, Llc.
DECREASED
Shares12,622 from 12,698
Change-76 (-1%)
Value$1.7M (-$309.0K)
Filed 2026-11-05
V-Square Quantitative Management LLC
INCREASED
Shares12,294 from 11,239
Change+1,055 (+9%)
Value$1.7M (-$120.5K)
Filed 2026-10-15
Cadent Capital Advisors, LLC
INCREASED
Shares12,239 from 12,235
Change+4 (+0%)
Value$1.7M (-$287.2K)
Filed 2026-10-09
Cypress Asset Management Inc
DECREASED
Shares12,180 from 12,528
Change-348 (-3%)
Value$1.7M (-$342.1K)
Filed 2026-10-09
Burney Co/
DECREASED
Shares12,042 from 14,123
Change-2,081 (-15%)
Value$1.6M (-$616.0K)
Filed 2026-10-15
Personal CFO Solutions, LLC
DECREASED
Shares11,981 from 12,090
Change-109 (-1%)
Value$1.6M (-$299.3K)
Filed 2026-11-06
Westwind Capital
DECREASED
Shares11,921 from 12,079
Change-158 (-1%)
Value$1.6K (-$306)
Filed 2026-10-08
Sterling Capital Management LLC
DECREASED
Shares11,891 from 12,666
Change-775 (-6%)
Value$1.6M (-$403.6K)
Filed 2026-10-22
Letson Investment Management, Inc.
INCREASED
Shares11,760 from 10,460
Change+1,300 (+12%)
Value$1.6M (-$68.8K)
Filed 2026-11-05
NorthCrest Asset Manangement, LLC
DECREASED
Shares11,519 from 83,713
Change-72,194 (-86%)
Value$1.6M (-$11.9M)
Filed 2026-10-13
Investment House LLC
DECREASED
Shares11,285 from 14,836
Change-3,551 (-24%)
Value$1.5M (-$833.1K)
Filed 2026-10-21
Global X Japan Co., Ltd.
DECREASED
Shares11,021 from 13,159
Change-2,138 (-16%)
Value$1.5M (-$601.0K)
Filed 2026-10-21
Avanza Fonder AB
UNCHANGED
Shares10,994 from 10,994
Change0 (0%)
Value$1.5M (-$258.6K)
Filed 2026-10-13
E. Ohman J:or Asset Management AB
UNCHANGED
Shares10,991 from 10,991
Change0 (0%)
Value$1.5M (-$258.5K)
Filed 2026-10-22
Bokf, NA
DECREASED
Shares10,818 from 10,916
Change-98 (-1%)
Value$1.5M (-$270.1K)
Filed 2026-10-27
Cascade Investment Advisors, Inc.
NEW
Shares10,810
Change+10,810
Value$1.5M
Filed 2026-11-02
Applied Finance Capital Management, LLC
DECREASED
Shares10,760 from 12,562
Change-1,802 (-14%)
Value$1.5M (-$541.1K)
Filed 2026-11-03
American National Bank & Trust
DECREASED
Shares10,727 from 11,206
Change-479 (-4%)
Value$1.5M (-$328.8K)
Filed 2026-10-07
United Bank
INCREASED
Shares10,674 from 9,885
Change+789 (+8%)
Value$1.5M (-$124.9K)
Filed 2026-11-06
Nilsine Partners, LLC
INCREASED
Shares10,634 from 10,111
Change+523 (+5%)
Value$1.4M (-$166.5K)
Filed 2026-11-02
MGO One Seven LLC
DECREASED
Shares10,558 from 10,860
Change-302 (-3%)
Value$1.4M (-$296.6K)
Filed 2026-10-28
Vise Technologies, Inc.
INCREASED
Shares10,159 from 8,671
Change+1,488 (+17%)
Value$1.4M (-$1.1K)
Filed 2026-10-29
Arrow Financial Corp
INCREASED
Shares10,117 from 9,191
Change+926 (+10%)
Value$1.4M (-$89.9K)
Filed 2026-10-26
North Star Investment Management Corp.
DECREASED
Shares9,996 from 10,000
Change-4 (0%)
Value$1.4M (-$235.6K)
Filed 2026-10-27
Thrivent Financial for Lutherans
DECREASED
Shares9,939 from 10,459
Change-520 (-5%)
Value$1.4K (-$1.7M)
Filed 2026-11-05
Ervin Investment Management, LLC
UNCHANGED
Shares9,922 from 9,922
Change0 (0%)
Value$1.4M (-$233.4K)
Filed 2026-10-23
Claro Advisors Inc.
INCREASED
Shares9,754 from 9,380
Change+374 (+4%)
Value$1.3M (-$169.6K)
Filed 2026-11-02
Brighton Jones LLC
INCREASED
Shares9,637 from 9,395
Change+242 (+3%)
Value$1.3M (-$188.0K)
Filed 2026-11-03
Capital Investment Advisors, LLC
DECREASED
Shares9,512 from 9,825
Change-313 (-3%)
Value$1.3M (-$273.8K)
Filed 2026-10-22
Citizens Financial Group Inc
DECREASED
Shares9,445 from 9,901
Change-456 (-5%)
Value$1.3M (-$295.1K)
Filed 2026-10-23
Farmers & Merchants Investments Inc
UNCHANGED
Shares9,386 from 9,386
Change0 (0%)
Value$1.3M (-$220.8K)
Filed 2026-10-22
Clearstead Advisors, LLC
INCREASED
Shares9,334 from 9,287
Change+47 (+1%)
Value$1.3M (-$212.3K)
Filed 2026-11-06
Tokio Marine Asset Management Co LTD
INCREASED
Shares9,279 from 9,099
Change+180 (+2%)
Value$1.3M (-$189.5K)
Filed 2026-10-26
Mesirow Financial Investment Management, Inc.
DECREASED
Shares9,205 from 9,316
Change-111 (-1%)
Value$1.3M (-$234.2K)
Filed 2026-11-05
Perigon Wealth Management, LLC
DECREASED
Shares9,112 from 9,241
Change-129 (-1%)
Value$1.2M (-$235.0K)
Filed 2026-10-22
Signaturefd, LLC
INCREASED
Shares9,105 from 8,595
Change+510 (+6%)
Value$1.2M (-$132.6K)
Filed 2026-10-23
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares9,090 from 9,159
Change-69 (-1%)
Value$1.2M (-$224.8K)
Filed 2026-10-07
Valeo Financial Advisors, LLC
INCREASED
Shares8,922 from 8,882
Change+40 (+0%)
Value$1.2M (-$203.4K)
Filed 2026-10-08
TritonPoint Partners, LLC
DECREASED
Shares8,921 from 44,229
Change-35,308 (-80%)
Value$1.2M (-$5.9M)
Filed 2026-11-05
Choreo, LLC
DECREASED
Shares8,876 from 9,548
Change-672 (-7%)
Value$1.2M (-$316.3K)
Filed 2026-10-28
Greenleaf Trust
DECREASED
Shares8,803 from 9,406
Change-603 (-6%)
Value$1.2M (-$303.4K)
Filed 2026-10-29
New Capital Management LP
UNCHANGED
Shares8,662 from 8,662
Change0 (0%)
Value$1.2M (-$203.7K)
Filed 2026-10-29
J.W. Cole Advisors, Inc.
INCREASED
Shares8,557 from 8,458
Change+99 (+1%)
Value$1.2M (-$185.4K)
Filed 2026-11-05
North Dakota State Investment Board
INCREASED
Shares8,465 from 8,289
Change+176 (+2%)
Value$1.2M (-$171.0K)
Filed 2026-10-27
Midwest Trust Co
INCREASED
Shares8,424 from 7,977
Change+447 (+6%)
Value$1.1M (-$126.7K)
Filed 2026-10-22
Assetmark, Inc
INCREASED
Shares8,415 from 7,688
Change+727 (+9%)
Value$1.1M (-$81.7K)
Filed 2026-10-21
KMG Fiduciary Partners, LLC
DECREASED
Shares8,382 from 8,404
Change-22 (0%)
Value$1.1M (-$200.7K)
Filed 2026-10-14
Evermay Wealth Management LLC
DECREASED
Shares8,208 from 8,248
Change-40 (0%)
Value$1.1M (-$199.4K)
Filed 2026-11-05
Moody National Bank Trust Division
DECREASED
Shares8,092 from 8,185
Change-93 (-1%)
Value$1.1M (-$205.2K)
Filed 2026-10-06
IFP Advisors, Inc
DECREASED
Shares8,052 from 8,127
Change-75 (-1%)
Value$1.1M (-$201.4K)
Filed 2026-10-16
M Holdings Securities, Inc.
NEW
Shares8,051
Change+8,051
Value$1.3K
Filed 2026-11-03
Farther Finance Advisors, LLC
INCREASED
Shares7,972 from 7,031
Change+941 (+13%)
Value$1.1M (-$36.7K)
Filed 2026-10-08
Park Avenue Securities LLC
DECREASED
Shares7,916 from 7,961
Change-45 (-1%)
Value$1.1K (-$1.3M)
Filed 2026-10-26
LCM Capital Management Inc
DECREASED
Shares7,862 from 7,983
Change-121 (-2%)
Value$1.1M (-$204.3K)
Filed 2026-10-20
Coldstream Capital Management Inc
DECREASED
Shares7,854 from 8,590
Change-736 (-9%)
Value$1.1M (-$302.4K)
Filed 2026-11-09
Regions Financial Corp
DECREASED
Shares7,778 from 7,883
Change-105 (-1%)
Value$1.1M (-$199.7K)
Filed 2026-11-05
Trust Co of Toledo NA
DECREASED
Shares7,578 from 8,335
Change-757 (-9%)
Value$1.0M (-$299.2K)
Filed 2026-10-16
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares7,481 from 7,479
Change+2 (+0%)
Value$1.0M (-$175.6K)
Filed 2026-10-13
Gamma Investing LLC
INCREASED
Shares7,474 from 7,336
Change+138 (+2%)
Value$1.0M (-$153.7K)
Filed 2026-10-08
Interchange Capital Partners, LLC
DECREASED
Shares7,460 from 7,955
Change-495 (-6%)
Value$1.0M (-$254.6K)
Filed 2026-10-28
Larson Financial Group LLC
INCREASED
Shares7,429 from 6,969
Change+460 (+7%)
Value$1.0M (-$101.2K)
Filed 2026-11-05
Shakespeare Wealth Management, LLC
NEW
Shares7,421
Change+7,421
Value$1.0M
Filed 2026-10-28
Winthrop Capital Management, LLC
UNCHANGED
Shares7,383 from 7,383
Change0 (0%)
Value$1.0M (-$173.4K)
Filed 2026-11-05
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
NEW
Shares7,356
Change+7,356
Value$1.0M
Filed 2026-10-22
Sepio Capital, LP
DECREASED
Shares7,273 from 8,763
Change-1,490 (-17%)
Value$991.7K (-$409.0K)
Filed 2026-10-22
Canandaigua National Bank & Trust Co
DECREASED
Shares7,269 from 7,358
Change-89 (-1%)
Value$991.1K (-$185.2K)
Filed 2026-10-07
Citizens & Northern Corp
INCREASED
Shares7,265 from 7,052
Change+213 (+3%)
Value$990.5K (-$136.8K)
Filed 2026-11-06
Squarepoint Ops LLC
DECREASED
Shares7,212 from 13,067
Change-5,855 (-45%)
Value$983.3K (-$1.1M)
Filed 2026-11-09
Securian Asset Management, Inc
DECREASED
Shares7,089 from 7,297
Change-208 (-3%)
Value$966.5K (-$112.9K)
Filed 2026-11-06
Simplicity Wealth,LLC
INCREASED
Shares6,952 from 6,932
Change+20 (+0%)
Value$947.9K (-$160.2K)
Filed 2026-10-23
Apella Capital, LLC
INCREASED
Shares6,856 from 4,630
Change+2,226 (+48%)
Value$962.2K (+$186.7K)
Filed 2026-10-08
Freestone Capital Holdings, LLC
INCREASED
Shares6,806 from 1,857
Change+4,949 (+267%)
Value$927.9K (+$631.0K)
Filed 2026-11-09
Kestra Private Wealth Services, LLC
DECREASED
Shares6,758 from 12,561
Change-5,803 (-46%)
Value$921.5K (-$1.1M)
Filed 2026-11-06
Ferguson Wellman Capital Management, Inc
UNCHANGED
Shares6,745 from 6,745
Change0 (0%)
Value$919.6K (-$158.6K)
Filed 2026-10-05
Kepler Cheuvreux (Suisse) SA
DECREASED
Shares6,710 from 7,595
Change-885 (-12%)
Value$914.8K (-$299.3K)
Filed 2026-10-20
Mogy Joel R Investment Counsel Inc
UNCHANGED
Shares6,580 from 6,580
Change0 (0%)
Value$897.1K (-$154.8K)
Filed 2026-10-13
Cross Staff Investments Inc
UNCHANGED
Shares6,560 from 6,560
Change0 (0%)
Value$894.4K (-$154.3K)
Filed 2026-10-22
Moors & Cabot, Inc.
DECREASED
Shares6,527 from 7,086
Change-559 (-8%)
Value$889.9K (-$242.9K)
Filed 2026-11-06
Gibbs Wealth Management
INCREASED
Shares6,524 from 4,956
Change+1,568 (+32%)
Value$889.5K (+$97.2K)
Filed 2026-10-22
Biltmore Family Office, LLC
DECREASED
Shares6,472 from 6,787
Change-315 (-5%)
Value$882.4K (-$202.6K)
Filed 2026-11-03
Prospera Financial Services Inc
INCREASED
Shares6,394 from 6,158
Change+236 (+4%)
Value$994.2K (+$9.3K)
Filed 2026-11-04
Eastern Bank
DECREASED
Shares6,372 from 6,421
Change-49 (-1%)
Value$868.8K (-$157.7K)
Filed 2026-10-05
Griffin Asset Management, Inc.
DECREASED
Shares6,329 from 6,709
Change-380 (-6%)
Value$862.9K (-$209.6K)
Filed 2026-10-22
Schmidt P J Investment Management Inc
UNCHANGED
Shares6,277 from 6,277
Change0 (0%)
Value$855.8K (-$147.6K)
Filed 2026-11-02
Apollon Wealth Management, LLC
DECREASED
Shares6,275 from 6,283
Change-8 (0%)
Value$855.6K (-$148.8K)
Filed 2026-10-23
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED
Shares6,255 from 6,274
Change-19 (0%)
Value$852.8K (-$150.1K)
Filed 2026-10-27
Globalt Investments LLC / GA
DECREASED
Shares6,229 from 28,908
Change-22,679 (-78%)
Value$849.3K (-$3.8M)
Filed 2026-10-27
Old National Bancorp
DECREASED
Shares6,221 from 6,766
Change-545 (-8%)
Value$848.2K (-$233.4K)
Filed 2026-10-20
Marks Group Wealth Management, Inc
DECREASED
Shares6,176 from 8,064
Change-1,888 (-23%)
Value$842.1K (-$447.1K)
Filed 2026-11-05
Parkside Financial Bank & Trust
DECREASED
Shares6,130 from 6,175
Change-45 (-1%)
Value$835.8K (-$151.4K)
Filed 2026-10-27
Mechanics Bank Trust Department
DECREASED
Shares6,127 from 9,503
Change-3,376 (-36%)
Value$835.4K (-$683.8K)
Filed 2026-10-13
Fifth Third Wealth Advisors LLC
INCREASED
Shares6,125 from 5,958
Change+167 (+3%)
Value$835.1K (-$117.4K)
Filed 2026-10-22
Canada Post Corp Registered Pension Plan
DECREASED
Shares6,080 from 13,305
Change-7,225 (-54%)
Value$837.4K (-$1.3M)
Filed 2026-11-09
Wilmington Savings Fund Society, FSB
DECREASED
Shares6,070 from 7,420
Change-1,350 (-18%)
Value$827.6K (-$358.6K)
Filed 2026-10-23
Smith Salley Wealth Management
INCREASED
Shares6,024 from 5,732
Change+292 (+5%)
Value$821.3K (-$95.0K)
Filed 2026-11-03
Oak Thistle LLC
DECREASED
Shares6,011 from 11,001
Change-4,990 (-45%)
Value$819.5K (-$939.1K)
Filed 2026-10-21
Ethic Inc.
INCREASED
Shares5,918 from 5,683
Change+235 (+4%)
Value$806.8K (-$101.7K)
Filed 2026-11-03
Tema Etfs LLC
INCREASED
Shares5,884 from 5,797
Change+87 (+2%)
Value$802.2K (-$124.5K)
Filed 2026-10-16
Leavell Investment Management, Inc.
INCREASED
Shares5,870 from 5,578
Change+292 (+5%)
Value$800.3K (-$91.4K)
Filed 2026-11-09
Indivisible Partners
INCREASED
Shares5,855 from 4,249
Change+1,606 (+38%)
Value$798.2K (+$118.9K)
Filed 2026-10-26
Kelman-Lazarov, Inc.
DECREASED
Shares5,791 from 5,861
Change-70 (-1%)
Value$789.5K (-$147.5K)
Filed 2026-11-09
Moody Lynn Lieberson & Walker, LLC
DECREASED
Shares5,749 from 5,892
Change-143 (-2%)
Value$783.8K (-$158.1K)
Filed 2026-10-14
Southland Equity Partners LLC
INCREASED
Shares5,698 from 5,689
Change+9 (+0%)
Value$776.8K (-$132.6K)
Filed 2026-10-14
Joel Isaacson & Co., LLC
DECREASED
Shares5,683 from 5,815
Change-132 (-2%)
Value$774.8K (-$154.8K)
Filed 2026-11-05
Kornitzer Capital Management Inc
INCREASED
Shares5,635 from 4,635
Change+1,000 (+22%)
Value$768.3K (+$27.3K)
Filed 2026-11-03
Confluence Wealth Services, Inc.
DECREASED
Shares5,622 from 6,160
Change-538 (-9%)
Value$766.4K (-$218.3K)
Filed 2026-11-05
Parthenon LLC
UNCHANGED
Shares5,604 from 5,604
Change0 (0%)
Value$764.0K (-$131.8K)
Filed 2026-10-22
Ashton Thomas Securities, LLC
INCREASED
Shares5,535 from 5,384
Change+151 (+3%)
Value$754.6K (-$105.4K)
Filed 2026-10-26
Vontobel Holding Ltd.
INCREASED
Shares5,522 from 5,015
Change+507 (+10%)
Value$752.9K (-$48.8K)
Filed 2026-10-16
Money Concepts Capital Corp
INCREASED
Shares5,472 from 5,461
Change+11 (+0%)
Value$746.0K (-$126.9K)
Filed 2026-11-06
King Luther Capital Management Corp
UNCHANGED
Shares5,453 from 5,453
Change0 (0%)
Value$743.5K (-$128.3K)
Filed 2026-11-05
Welch Group, LLC
DECREASED
Shares5,437 from 5,458
Change-21 (0%)
Value$741.3K (-$131.2K)
Filed 2026-10-29
Plato Investment Management Ltd
DECREASED
Shares5,365 from 5,408
Change-43 (-1%)
Value$734.3K (-$125.2K)
Filed 2026-11-05
Avidian Wealth Enterprises, LLC
DECREASED
Shares5,360 from 5,860
Change-500 (-9%)
Value$730.8K (-$206.0K)
Filed 2026-10-08
Ninety One SA (PTY) Ltd
DECREASED
Shares5,223 from 13,080
Change-7,857 (-60%)
Value$718.5K (-$1.4M)
Filed 2026-10-15
Parsons Capital Management Inc
DECREASED
Shares5,181 from 5,296
Change-115 (-2%)
Value$706.4K (-$140.2K)
Filed 2026-10-28
Tower Trust & Investment Co
INCREASED
Shares5,148 from 5,096
Change+52 (+1%)
Value$701.8K (-$112.8K)
Filed 2026-10-28
Asset Dedication, LLC
DECREASED
Shares5,139 from 5,632
Change-493 (-9%)
Value$700.7K (-$199.7K)
Filed 2026-11-03
Meridian Wealth Management, LLC
DECREASED
Shares5,125 from 5,450
Change-325 (-6%)
Value$698.7K (-$172.5K)
Filed 2026-11-05
Strs Ohio
DECREASED
Shares5,122 from 6,504
Change-1,382 (-21%)
Value$698.3K (-$341.4K)
Filed 2026-10-30
Kenora Financial, LLC
UNCHANGED
Shares5,110 from 5,110
Change0 (0%)
Value$696.8K (-$120.2K)
Filed 2026-10-20
Sowell Financial Services LLC
DECREASED
Shares5,109 from 6,073
Change-964 (-16%)
Value$696.5K (-$274.3K)
Filed 2026-10-23
Legacy Wealth Asset Management, LLC
DECREASED
Shares5,056 from 5,181
Change-125 (-2%)
Value$689.3K (-$138.9K)
Filed 2026-10-09
First National Bank & Trust Co of Newtown
DECREASED
Shares5,047 from 5,151
Change-104 (-2%)
Value$784.3K (-$5.2K)
Filed 2026-11-09
Axxcess Wealth Management, LLC
DECREASED
Shares4,979 from 8,152
Change-3,173 (-39%)
Value$678.8K (-$624.4K)
Filed 2026-10-21
Cullen T Bankers, Inc.
INCREASED
Shares4,944 from 4,870
Change+74 (+2%)
Value$674.1K (-$104.4K)
Filed 2026-10-28
Level Four Advisory Services, LLC
INCREASED
Shares4,903 from 4,605
Change+298 (+6%)
Value$668.5K (-$67.7K)
Filed 2026-11-06
Montag A & Associates Inc
UNCHANGED
Shares4,885 from 4,885
Change0 (0%)
Value$666.0K (-$114.9K)
Filed 2026-10-29
Ironwood Financial, llc
UNCHANGED
Shares4,851 from 4,851
Change0 (0%)
Value$661.4K (-$122.9K)
Filed 2026-10-20
Sigma Planning Corp
DECREASED
Shares4,850 from 4,870
Change-20 (0%)
Value$661.2K (-$117.3K)
Filed 2026-10-23
Occidental Asset Management, LLC
INCREASED
Shares4,836 from 4,305
Change+531 (+12%)
Value$659.3K (-$28.9K)
Filed 2026-11-05
BAR Harbor Wealth Management
UNCHANGED
Shares4,800 from 4,800
Change0 (0%)
Value$654.4K (-$112.9K)
Filed 2026-10-21
Modera Wealth Management, LLC
DECREASED
Shares4,796 from 4,888
Change-92 (-2%)
Value$653.9K (-$127.5K)
Filed 2026-10-28
VestGen Advisors, LLC
DECREASED
Shares4,746 from 5,255
Change-509 (-10%)
Value$647.0K (-$193.0K)
Filed 2026-10-27
Lakeshore Capital Group, Inc.
INCREASED
Shares4,684 from 4,284
Change+400 (+9%)
Value$638.6K (-$46.2K)
Filed 2026-10-20
Prime Capital Investment Advisors, LLC
DECREASED
Shares4,653 from 5,100
Change-447 (-9%)
Value$634.4K (-$180.9K)
Filed 2026-10-20
Washington Trust Co
INCREASED
Shares4,605 from 4,572
Change+33 (+1%)
Value$627.8K (-$103.1K)
Filed 2026-10-22
Abacus Planning Group, Inc.
DECREASED
Shares4,558 from 5,096
Change-538 (-11%)
Value$621.4K (-$193.2K)
Filed 2026-11-02
Parallel Advisors, LLC
DECREASED
Shares4,547 from 4,878
Change-331 (-7%)
Value$620.0K (-$159.9K)
Filed 2026-11-03
SVB Wealth LLC
INCREASED
Shares4,519 from 3,461
Change+1,058 (+31%)
Value$616.2K (+$62.9K)
Filed 2026-11-06
Portside Wealth Group, LLC
DECREASED
Shares4,487 from 5,016
Change-529 (-11%)
Value$611.8K (-$190.1K)
Filed 2026-10-20
Accurate Wealth Management, LLC
DECREASED
Shares4,473 from 4,487
Change-14 (0%)
Value$657.8K (-$76.0K)
Filed 2026-10-20
Gateway Investment Advisers LLC
DECREASED
Shares4,337 from 9,119
Change-4,782 (-52%)
Value$591.2K (-$866.5K)
Filed 2026-10-13
Argent Trust Co
DECREASED
Shares4,271 from 4,633
Change-362 (-8%)
Value$582.3K (-$158.3K)
Filed 2026-11-09
Daymark Wealth Partners, LLC
INCREASED
Shares4,205 from 4,035
Change+170 (+4%)
Value$573.3K (-$71.8K)
Filed 2026-11-04
Harrell Investment Partners, LLC
DECREASED
Shares4,202 from 4,235
Change-33 (-1%)
Value$572.9K (-$104.1K)
Filed 2026-10-15
Venture Visionary Partners LLC
INCREASED
Shares4,200 from 4,095
Change+105 (+3%)
Value$572.7K (-$82.0K)
Filed 2026-10-07
Crestwood Advisors Group, LLC
DECREASED
Shares4,142 from 5,121
Change-979 (-19%)
Value$564.7K (-$253.9K)
Filed 2026-10-27
Arista Wealth Management, LLC
UNCHANGED
Shares4,110 from 4,110
Change0 (0%)
Value$560.4K (-$96.7K)
Filed 2026-10-29
Independence Bank of Kentucky
DECREASED
Shares4,049 from 5,029
Change-980 (-19%)
Value$552.0K (-$251.9K)
Filed 2026-10-26
RFG Advisory, LLC
DECREASED
Shares4,026 from 4,634
Change-608 (-13%)
Value$549.0K (-$191.9K)
Filed 2026-11-03
Scott & Selber, Inc.
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$545.4K (-$94.1K)
Filed 2026-10-21
Richwood Investment Advisors, LLC
INCREASED
Shares3,991 from 3,943
Change+48 (+1%)
Value$544.1K (-$86.2K)
Filed 2026-10-30
Howland Capital Management LLC
DECREASED
Shares3,980 from 4,226
Change-246 (-6%)
Value$542.6K (-$132.9K)
Filed 2026-10-22
Wedmont Private Capital
DECREASED
Shares3,970 from 4,296
Change-326 (-8%)
Value$567.7K (-$134.8K)
Filed 2026-10-09
Cornerstone Advisors Asset Management, LLC
UNCHANGED
Shares3,956 from 3,956
Change0 (0%)
Value$539.4K (-$93.0K)
Filed 2026-11-06
Alhambra Investment Management LLC
DECREASED
Shares3,939 from 3,989
Change-50 (-1%)
Value$537.0K (-$100.6K)
Filed 2026-10-15
Argos Wealth Advisors, LLC
UNCHANGED
Shares3,907 from 3,907
Change0 (0%)
Value$532.7K (-$91.9K)
Filed 2026-11-02
Platform Technology Partners
DECREASED
Shares3,887 from 3,927
Change-40 (-1%)
Value$529.9K (-$97.8K)
Filed 2026-11-02
Brown, Lisle Ings, Inc.
DECREASED
Shares3,863 from 3,924
Change-61 (-2%)
Value$526.7K (-$100.6K)
Filed 2026-10-16
UMB Bank, n.a.
INCREASED
Shares3,845 from 3,747
Change+98 (+3%)
Value$524.2K (-$74.8K)
Filed 2026-11-06
Meyer Handelman Co
UNCHANGED
Shares3,830 from 3,830
Change0 (0%)
Value$522.2K (-$90.1K)
Filed 2026-10-28
Kathmere Capital Management, LLC
DECREASED
Shares3,817 from 4,897
Change-1,080 (-22%)
Value$520.5K (-$262.4K)
Filed 2026-10-20
Independent Financial Group, LLC
DECREASED
Shares3,784 from 4,669
Change-885 (-19%)
Value$515.9K (-$230.6K)
Filed 2026-10-13
Legacy Financial Advisors, Inc.
DECREASED
Shares3,774 from 3,913
Change-139 (-4%)
Value$514.6K (-$111.0K)
Filed 2026-11-09
Caldwell Trust Co
UNCHANGED
Shares3,748 from 3,748
Change0 (0%)
Value$511.0K (-$88.2K)
Filed 2026-10-30
Florida Trust Wealth Management Co
UNCHANGED
Shares3,744 from 3,744
Change0 (0%)
Value$510.5K (-$88.1K)
Filed 2026-11-05
Ascent Group, LLC
DECREASED
Shares3,739 from 6,738
Change-2,999 (-45%)
Value$509.8K (-$567.4K)
Filed 2026-10-30
Diversified Trust Co
DECREASED
Shares3,710 from 3,757
Change-47 (-1%)
Value$505.8K (-$94.8K)
Filed 2026-11-06
Sather Financial Group Inc
UNCHANGED
Shares3,700 from 3,700
Change0 (0%)
Value$504.5K (-$87.0K)
Filed 2026-10-30
McElhenny Sheffield Capital Management, LLC
INCREASED
Shares3,633 from 3,545
Change+88 (+2%)
Value$495.3K (-$71.4K)
Filed 2026-11-06
Koshinski Asset Management, Inc.
INCREASED
Shares3,611 from 3,596
Change+15 (+0%)
Value$492.4K (-$82.5K)
Filed 2026-10-29
Key FInancial Inc
UNCHANGED
Shares3,607 from 3,607
Change0 (0%)
Value$491.8K (-$84.8K)
Filed 2026-11-02
Profund Advisors LLC
INCREASED
Shares3,606 from 3,570
Change+36 (+1%)
Value$491.6K (-$79.1K)
Filed 2026-10-29
Verdence Capital Advisors LLC
INCREASED
Shares3,603 from 3,517
Change+86 (+2%)
Value$491.2K (-$70.9K)
Filed 2026-10-26
Sprott Inc.
UNCHANGED
Shares3,600 from 3,600
Change0 (0%)
Value$490.8K (-$84.7K)
Filed 2026-11-09
Radnor Capital Management, LLC
INCREASED
Shares3,586 from 3,429
Change+157 (+5%)
Value$488.9K (-$59.2K)
Filed 2026-10-23
Investment Partners, Ltd.
INCREASED
Shares3,546 from 1,820
Change+1,726 (+95%)
Value$483.5K (+$192.6K)
Filed 2026-10-29
Compound Planning, Inc.
DECREASED
Shares3,545 from 4,662
Change-1,117 (-24%)
Value$483.4K (-$262.0K)
Filed 2026-11-09
Quadrant Capital Group LLC
INCREASED
Shares3,525 from 3,475
Change+50 (+1%)
Value$518.4K (-$37.1K)
Filed 2026-10-20
Smithfield Trust Co
UNCHANGED
Shares3,521 from 3,521
Change0 (0%)
Value$482 (-$560.5K)
Filed 2026-11-09
Bahl & Gaynor LLC
INCREASED
Shares3,507 from 3,407
Change+100 (+3%)
Value$478.1K (-$66.5K)
Filed 2026-11-05
Frank, Rimerman Advisors LLC
DECREASED
Shares3,504 from 4,604
Change-1,100 (-24%)
Value$477.7K (-$258.3K)
Filed 2026-10-16
OpenArc Corporate Advisory, LLC
INCREASED
Shares3,493 from 2,890
Change+603 (+21%)
Value$476.2K (+$14.2K)
Filed 2026-10-21
Sagespring Wealth Partners, LLC
DECREASED
Shares3,476 from 4,944
Change-1,468 (-30%)
Value$473.9K (-$316.4K)
Filed 2026-10-22
Carnegie Investment Counsel
INCREASED
Shares3,476 from 2,216
Change+1,260 (+57%)
Value$473.9K (+$119.7K)
Filed 2026-10-20
Northern Financial Advisors Inc
DECREASED
Shares3,468 from 3,989
Change-521 (-13%)
Value$472.8K (-$164.9K)
Filed 2026-10-29
Kingswood Wealth Advisors, LLC
DECREASED
Shares3,439 from 3,459
Change-20 (-1%)
Value$468.9K (-$84.1K)
Filed 2026-10-23
S.A. Mason LLC
UNCHANGED
Shares3,408 from 3,408
Change0 (0%)
Value$464.6K (-$80.2K)
Filed 2026-10-13
HUB Investment Partners, LLC
INCREASED
Shares3,404 from 2,914
Change+490 (+17%)
Value$464.1K (-$1.7K)
Filed 2026-11-03
Sterling Wealth Management, Inc.
UNCHANGED
Shares3,387 from 3,387
Change0 (0%)
Value$461.8K (-$79.7K)
Filed 2026-10-23
Augustine Asset Management Inc
INCREASED
Shares3,344 from 3,147
Change+197 (+6%)
Value$455.9K (-$47.2K)
Filed 2026-10-13
Forbes J M & Co LLP
UNCHANGED
Shares3,328 from 3,328
Change0 (0%)
Value$453.7K (-$78.3K)
Filed 2026-10-16
Naples Global Advisors, LLC
UNCHANGED
Shares3,321 from 3,321
Change0 (0%)
Value$452.8K (-$78.1K)
Filed 2026-11-05
Congress Park Capital LLC
UNCHANGED
Shares3,300 from 3,300
Change0 (0%)
Value$449.9K (-$77.6K)
Filed 2026-10-13
Plancorp, LLC
INCREASED
Shares3,297 from 3,190
Change+107 (+3%)
Value$512.4K (-$3.4K)
Filed 2026-11-03
Baker Tilly Wealth Management, LLC
INCREASED
Shares3,281 from 3,279
Change+2 (+0%)
Value$447.3K (-$76.8K)
Filed 2026-10-05
Grimes & Co Wealth Management, LLC
INCREASED
Shares3,232 from 3,212
Change+20 (+1%)
Value$440.7K (-$72.8K)
Filed 2026-10-29
Appleton Partners Inc
DECREASED
Shares3,230 from 3,476
Change-246 (-7%)
Value$440 (-$555.6K)
Filed 2026-10-30
Elevation Point Wealth Partners, LLC
DECREASED
Shares3,224 from 6,080
Change-2,856 (-47%)
Value$440.2K (-$531.8K)
Filed 2026-11-05
Summit Place Financial Advisors, LLC
UNCHANGED
Shares3,200 from 3,200
Change0 (0%)
Value$436.3K (-$75.3K)
Filed 2026-10-23
CX Institutional
DECREASED
Shares3,120 from 3,232
Change-112 (-3%)
Value$425 (-$92)
Filed 2026-10-02
Relyea Zuckerberg Hanson LLC
DECREASED
Shares3,111 from 3,394
Change-283 (-8%)
Value$424.1K (-$118.4K)
Filed 2026-10-20
Trust Asset Management LLC
UNCHANGED
Shares3,098 from 3,098
Change0 (0%)
Value$422.4K (-$72.9K)
Filed 2026-11-03
Kanawha Capital Management LLC
UNCHANGED
Shares3,097 from 3,097
Change0 (0%)
Value$422.2K (-$72.8K)
Filed 2026-10-19
Lountzis Asset Management, LLC
DECREASED
Shares3,066 from 3,729
Change-663 (-18%)
Value$418.0K (-$178.1K)
Filed 2026-10-30
MSH Capital Advisors LLC
DECREASED
Shares3,054 from 3,066
Change-12 (0%)
Value$416.4K (-$73.7K)
Filed 2026-11-03
AlTi Global, Inc.
INCREASED
Shares3,017 from 2,519
Change+498 (+20%)
Value$411.4K (+$8.7K)
Filed 2026-11-09
Masterinvest Kapitalanlage GmbH
DECREASED
Shares3,008 from 3,117
Change-109 (-3%)
Value$410.1K (-$88.2K)
Filed 2026-11-03
Copeland Capital Management, LLC
NEW
Shares3,000
Change+3,000
Value$409.0K
Filed 2026-10-13
Pine Valley Investments Ltd Liability Co
INCREASED
Shares2,997 from 2,984
Change+13 (+0%)
Value$408.7K (-$68.4K)
Filed 2026-11-09
Stablepoint Partners, LLC
DECREASED
Shares2,996 from 3,019
Change-23 (-1%)
Value$408.5K (-$74.1K)
Filed 2026-11-03
CDM Financial Counseling Services, Inc.
DECREASED
Shares2,977 from 3,276
Change-299 (-9%)
Value$405.9K (-$117.8K)
Filed 2026-10-15
Hall Capital Management Co Inc
DECREASED
Shares2,975 from 2,985
Change-10 (0%)
Value$405.6K (-$71.6K)
Filed 2026-11-09
Spire Wealth Management
DECREASED
Shares2,924 from 3,112
Change-188 (-6%)
Value$398.7K (-$98.8K)
Filed 2026-10-30
Ritholtz Wealth Management
DECREASED
Shares2,920 from 3,727
Change-807 (-22%)
Value$398.1K (-$197.7K)
Filed 2026-11-05
Emprise Bank
UNCHANGED
Shares2,911 from 2,911
Change0 (0%)
Value$396.9K (-$68.5K)
Filed 2026-10-07
JGP Wealth Management, LLC
UNCHANGED
Shares2,880 from 2,880
Change0 (0%)
Value$392.7K (-$67.7K)
Filed 2026-10-13
Range Financial Group LLC
INCREASED
Shares2,879 from 2,788
Change+91 (+3%)
Value$392.5K (-$53.2K)
Filed 2026-10-21
Fiduciary Alliance LLC
INCREASED
Shares2,860 from 2,627
Change+233 (+9%)
Value$389.9K (-$30.0K)
Filed 2026-10-13
Elyxium Wealth, LLC
DECREASED
Shares2,842 from 2,932
Change-90 (-3%)
Value$387.5K (-$81.2K)
Filed 2026-10-27
Signal Advisors Wealth, LLC
DECREASED
Shares2,829 from 4,146
Change-1,317 (-32%)
Value$385.7K (-$277.1K)
Filed 2026-10-13
Woodmont Investment Counsel LLC
DECREASED
Shares2,821 from 2,839
Change-18 (-1%)
Value$384.6K (-$69.2K)
Filed 2026-10-29
Wesbanco Bank Inc
DECREASED
Shares2,759 from 3,868
Change-1,109 (-29%)
Value$376.2K (-$242.2K)
Filed 2026-11-04
Great Lakes Advisors, LLC
DECREASED
Shares2,745 from 2,780
Change-35 (-1%)
Value$374.3K (-$70.2K)
Filed 2026-11-06
Cornerstone Wealth Management, LLC
INCREASED
Shares2,734 from 2,731
Change+3 (+0%)
Value$372.8K (-$63.8K)
Filed 2026-11-04
Davidson Trust Co
UNCHANGED
Shares2,703 from 2,703
Change0 (0%)
Value$368.5K (-$63.6K)
Filed 2026-10-09
OFI Invest Asset Management
NEW
Shares2,696
Change+2,696
Value$323.6K
Filed 2026-11-06
First Horizon Corp
DECREASED
Shares2,663 from 2,711
Change-48 (-2%)
Value$363.1K (-$70.3K)
Filed 2026-10-26
Cherry Creek Investment Advisors, Inc.
INCREASED
Shares2,657 from 2,650
Change+7 (+0%)
Value$362.3K (-$61.3K)
Filed 2026-10-14
Thompson Siegel & Walmsley LLC
UNCHANGED
Shares2,639 from 2,639
Change0 (0%)
Value$360 (-$421.6K)
Filed 2026-11-05
Jacobi Capital Management LLC
INCREASED
Shares2,634 from 2,633
Change+1 (+0%)
Value$359.2K (-$61.8K)
Filed 2026-11-05
Diversify Advisory Services, LLC
DECREASED
Shares2,604 from 2,676
Change-72 (-3%)
Value$392.8K (-$2.7K)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares2,604 from 2,676
Change-72 (-3%)
Value$392.8K (-$2.7K)
Filed 2026-10-20
University of Texas S AM Investment Management Co
DECREASED
Shares2,603 from 7,588
Change-4,985 (-66%)
Value$354.9K (-$858.1K)
Filed 2026-11-03
Grove Bank & Trust
DECREASED
Shares2,598 from 3,302
Change-704 (-21%)
Value$354.2K (-$173.6K)
Filed 2026-10-08
Hennion & Walsh Asset Management, Inc.
DECREASED
Shares2,590 from 3,010
Change-420 (-14%)
Value$353.1K (-$128.1K)
Filed 2026-10-13
Cigna Investments Inc
DECREASED
Shares2,589 from 2,632
Change-43 (-2%)
Value$353 (-$420.6K)
Filed 2026-10-19
LVM Capital Management LTD
UNCHANGED
Shares2,577 from 2,577
Change0 (0%)
Value$351.3K (+$350.9K)
Filed 2026-10-20
Blue Trust, Inc.
DECREASED
Shares2,571 from 3,494
Change-923 (-26%)
Value$350.6K (-$208.0K)
Filed 2026-10-15
Weaver Consulting Group
INCREASED
Shares2,570 from 2,568
Change+2 (+0%)
Value$350.4K (-$60.1K)
Filed 2026-10-07
CFS Investment Advisory Services, LLC
INCREASED
Shares2,563 from 2,544
Change+19 (+1%)
Value$358.4K (-$60.7K)
Filed 2026-10-19
Avior Wealth Management, LLC
DECREASED
Shares2,534 from 3,348
Change-814 (-24%)
Value$345.5K (-$189.7K)
Filed 2026-10-13
HBK Sorce Advisory LLC
DECREASED
Shares2,530 from 2,651
Change-121 (-5%)
Value$420.2K (+$16.3K)
Filed 2026-11-06
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares2,525 from 2,566
Change-41 (-2%)
Value$344.3K (-$65.9K)
Filed 2026-10-27
Black Diamond Financial, LLC
UNCHANGED
Shares2,523 from 2,523
Change0 (0%)
Value$343.9K (-$59.3K)
Filed 2026-10-26
Pettee Investors, Inc.
UNCHANGED
Shares2,522 from 2,522
Change0 (0%)
Value$343.8K (-$59.3K)
Filed 2026-11-09
Paragon Capital Management Ltd
INCREASED
Shares2,510 from 2,509
Change+1 (+0%)
Value$342.3K (-$58.8K)
Filed 2026-10-09
Triangle Securities Wealth Management
UNCHANGED
Shares2,508 from 2,508
Change0 (0%)
Value$341.9K (-$59.0K)
Filed 2026-10-14
Cypress Capital Group
INCREASED
Shares2,503 from 2,448
Change+55 (+2%)
Value$341.3K (-$50.1K)
Filed 2026-11-03
Plan A Wealth LLC
UNCHANGED
Shares2,480 from 2,480
Change0 (0%)
Value$338.1K (-$58.3K)
Filed 2026-10-08
Institute for Wealth Management, Llc.
UNCHANGED
Shares2,458 from 2,458
Change0 (0%)
Value$335.1K (-$57.8K)
Filed 2026-11-06
Center for Financial Planning, Inc.
DECREASED
Shares2,456 from 2,457
Change-1 (0%)
Value$335.0K (-$57.8K)
Filed 2026-10-26
KFA Private Wealth Group, LLC
INCREASED
Shares2,452 from 2,451
Change+1 (+0%)
Value$334.4K (-$57.5K)
Filed 2026-10-07
Evergreen Capital Management LLC
DECREASED
Shares2,448 from 2,889
Change-441 (-15%)
Value$333.8K (-$128.1K)
Filed 2026-10-23
Fourpath Capital Management, LLC
UNCHANGED
Shares2,440 from 2,440
Change0 (0%)
Value$332.7K (-$57.4K)
Filed 2026-10-19
Silvia Mccoll Wealth Management, LLC
UNCHANGED
Shares2,440 from 2,440
Change0 (0%)
Value$332.7K (-$57.4K)
Filed 2026-10-07
Chicago Partners Investment Group LLC
DECREASED
Shares2,426 from 3,586
Change-1,160 (-32%)
Value$363.1K (-$165.3K)
Filed 2026-10-27
Trust Co of Vermont
INCREASED
Shares2,391 from 1,243
Change+1,148 (+92%)
Value$326.0K (+$127.3K)
Filed 2026-10-21
Mather Group, Llc.
DECREASED
Shares2,391 from 2,568
Change-177 (-7%)
Value$326.0K (-$84.5K)
Filed 2026-10-14
Burke & Herbert Bank & Trust Co
UNCHANGED
Shares2,386 from 2,386
Change0 (0%)
Value$325.3K (-$56.1K)
Filed 2026-11-02
Diesslin Group, Inc.
UNCHANGED
Shares2,384 from 2,384
Change0 (0%)
Value$325.0K (-$56.1K)
Filed 2026-10-14
Hilltop National Bank
UNCHANGED
Shares2,361 from 2,361
Change0 (0%)
Value$321.9K (-$55.5K)
Filed 2026-10-14
TD Waterhouse Canada Inc.
INCREASED
Shares2,360 from 2,321
Change+39 (+2%)
Value$323.1K (-$52.0K)
Filed 2026-10-16
Kintegral Advisory, LLC
INCREASED
Shares2,345 from 2,332
Change+13 (+1%)
Value$319.7K (-$53.1K)
Filed 2026-10-16
Wealthcare Advisory Partners LLC
DECREASED
Shares2,337 from 2,844
Change-507 (-18%)
Value$318.6K (-$136.0K)
Filed 2026-10-21
Carl P. Sherr & Co., LLC
UNCHANGED
Shares2,327 from 2,327
Change0 (0%)
Value$317.3K (-$54.7K)
Filed 2026-11-06
Baker Avenue Asset Management, LP
DECREASED
Shares2,313 from 2,787
Change-474 (-17%)
Value$315.3K (-$130.2K)
Filed 2026-11-06
Malaga Cove Capital, LLC
INCREASED
Shares2,303 from 1,909
Change+394 (+21%)
Value$314.0K (+$8.8K)
Filed 2026-10-23
Retirement Planning Group, LLC
INCREASED
Shares2,288 from 2,275
Change+13 (+1%)
Value$311.9K (-$51.7K)
Filed 2026-10-19
Kavar Capital Partners Group, LLC
INCREASED
Shares2,285 from 2,273
Change+12 (+1%)
Value$311.5K (-$51.8K)
Filed 2026-11-06
First Growth Capital LLC
UNCHANGED
Shares2,285 from 2,285
Change0 (0%)
Value$311.5K (-$53.7K)
Filed 2026-10-15
City Holding Co
DECREASED
Shares2,283 from 2,952
Change-669 (-23%)
Value$311.3K (-$160.6K)
Filed 2026-10-19
International Assets Investment Management, LLC
DECREASED
Shares2,278 from 2,462
Change-184 (-7%)
Value$311.4K (-$86.4K)
Filed 2026-11-02
Heritage Wealth Management, Inc.
DECREASED
Shares2,260 from 2,310
Change-50 (-2%)
Value$308.1K (-$61.1K)
Filed 2026-10-28
Ballew Advisors, Inc
INCREASED
Shares2,250 from 2,238
Change+12 (+1%)
Value$306.2K (-$62.4K)
Filed 2026-10-05
Busey Bank
INCREASED
Shares2,247 from 2,226
Change+21 (+1%)
Value$306.4K (-$49.5K)
Filed 2026-10-26
Financial Management Network Inc
UNCHANGED
Shares2,243 from 2,243
Change0 (0%)
Value$305.3K (-$26.5K)
Filed 2026-10-09
IFG Advisory, LLC
DECREASED
Shares2,238 from 2,334
Change-96 (-4%)
Value$305.2K (-$68.0K)
Filed 2026-11-09
New Covenant Trust Company, N.A.
DECREASED
Shares2,230 from 2,295
Change-65 (-3%)
Value$304.0K (-$62.8K)
Filed 2026-10-08
Legacy Financial Independent Advisors LLC
UNCHANGED
Shares2,227 from 2,227
Change0 (0%)
Value$303.6K (-$52.4K)
Filed 2026-11-02
Beaton Management Co. Inc.
UNCHANGED
Shares2,219 from 2,219
Change0 (0%)
Value$303 (-$354.7K)
Filed 2026-11-09
Gables Capital Management Inc.
UNCHANGED
Shares2,218 from 2,218
Change0 (0%)
Value$302.4K (-$52.2K)
Filed 2026-11-04
Integrity Alliance, Llc.
INCREASED
Shares2,207 from 2,128
Change+79 (+4%)
Value$301.0K (-$39.3K)
Filed 2026-10-29
Deseret Mutual Benefit Administrators
DECREASED
Shares2,205 from 2,243
Change-38 (-2%)
Value$300.6K (-$57.9K)
Filed 2026-11-04
Geneos Wealth Management Inc.
INCREASED
Shares2,203 from 2,013
Change+190 (+9%)
Value$300.3K (-$21.5K)
Filed 2026-11-09
Harbour Investments, Inc.
DECREASED
Shares2,186 from 3,567
Change-1,381 (-39%)
Value$298.1K (-$272.1K)
Filed 2026-11-09
NBT Bank, N.A.
DECREASED
Shares2,179 from 2,187
Change-8 (0%)
Value$297.1K (-$52.5K)
Filed 2026-10-21
Willner & Heller, LLC
INCREASED
Shares2,171 from 2,159
Change+12 (+1%)
Value$296.0K (-$49.1K)
Filed 2026-10-28
Leonteq Securities AG
INCREASED
Shares2,168 from 1,350
Change+818 (+61%)
Value$295.6K (+$79.8K)
Filed 2026-10-29
Courier Capital LLC
DECREASED
Shares2,163 from 2,243
Change-80 (-4%)
Value$294.9K (-$63.7K)
Filed 2026-10-19
Provenance Wealth Advisors, LLC
INCREASED
Shares2,158 from 5
Change+2,153 (+43060%)
Value$294.2K (+$293.4K)
Filed 2026-10-30
Lanark Financial, Inc.
DECREASED
Shares2,143 from 2,250
Change-107 (-5%)
Value$292.2K (-$67.6K)
Filed 2026-10-26
Impact Capital Partners LLC
DECREASED
Shares2,123 from 2,412
Change-289 (-12%)
Value$289.5K (-$96.1K)
Filed 2026-10-22
WealthBridge Capital Management, LLC
UNCHANGED
Shares2,118 from 2,118
Change0 (0%)
Value$288.8K (-$49.8K)
Filed 2026-10-16
Benin Management Corp
UNCHANGED
Shares2,114 from 2,114
Change0 (0%)
Value$288.2K (-$49.7K)
Filed 2026-10-22
Mission Wealth Management, LP
DECREASED
Shares2,112 from 3,328
Change-1,216 (-37%)
Value$287.9K (-$244.1K)
Filed 2026-10-15
Ashton Thomas Private Wealth, LLC
DECREASED
Shares2,090 from 2,177
Change-87 (-4%)
Value$284.9K (-$63.1K)
Filed 2026-11-03
Private Trust Co NA
INCREASED
Shares2,045 from 1,888
Change+157 (+8%)
Value$278.8K (-$23.0K)
Filed 2026-10-20
Cardiff Park Advisors, LLC
UNCHANGED
Shares2,043 from 2,043
Change0 (0%)
Value$278.5K (-$48.1K)
Filed 2026-11-09
Marco Investment Management LLC
UNCHANGED
Shares2,020 from 2,020
Change0 (0%)
Value$275.4K (-$47.5K)
Filed 2026-11-09
KPP Advisory Services LLC
INCREASED
Shares2,015 from 2,012
Change+3 (+0%)
Value$274.7K (-$46.9K)
Filed 2026-10-26
Pathway Financial Advisers, LLC
INCREASED
Shares2,014 from 2,013
Change+1 (+0%)
Value$274.6K (-$47.3K)
Filed 2026-10-27
Sovran Advisors, LLC
DECREASED
Shares2,009 from 2,022
Change-13 (-1%)
Value$310.4K (+$6.5K)
Filed 2026-11-02
Farmers & Merchants Trust Co of Long Beach
UNCHANGED
Shares2,002 from 2,002
Change0 (0%)
Value$273.0K (-$47.1K)
Filed 2026-10-22
Trellis Wealth Advisors LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$272.7K (-$47.0K)
Filed 2026-10-19
Sound Income Strategies, LLC
UNCHANGED
Shares1,996 from 1,996
Change0 (0%)
Value$285.4K (-$33.7K)
Filed 2026-10-09
Valmark Advisers, Inc.
INCREASED
Shares1,989 from 1,915
Change+74 (+4%)
Value$271.1K (-$34.9K)
Filed 2026-11-06
Penobscot Investment Management Company, Inc.
UNCHANGED
Shares1,975 from 1,975
Change0 (0%)
Value$269.3K (-$46.5K)
Filed 2026-10-26
Blue Zone Wealth Advisors, LLC
DECREASED
Shares1,963 from 1,967
Change-4 (0%)
Value$267.6K (-$46.8K)
Filed 2026-10-19
Rossmore Private Capital
UNCHANGED
Shares1,956 from 1,956
Change0 (0%)
Value$266.7K (-$46.0K)
Filed 2026-10-27
Bellecapital International Ltd.
NEW
Shares1,950
Change+1,950
Value$265.9K
Filed 2026-10-21
Alta Advisers Ltd
NEW
Shares1,950
Change+1,950
Value$265.9K
Filed 2026-11-02
Norden Group LLC
DECREASED
Shares1,930 from 2,321
Change-391 (-17%)
Value$263.2K (-$107.9K)
Filed 2026-10-20
Lowe Brockenbrough & Co Inc
DECREASED
Shares1,923 from 2,053
Change-130 (-6%)
Value$262.2K (-$66.0K)
Filed 2026-11-09
ETF Store, Inc.
INCREASED
Shares1,923 from 1,914
Change+9 (+0%)
Value$262.1K (-$43.8K)
Filed 2026-10-19
Edgemoor Investment Advisors, Inc.
INCREASED
Shares1,918 from 1,915
Change+3 (+0%)
Value$261.5K (-$44.6K)
Filed 2026-11-03
Heritage Trust Co
INCREASED
Shares1,915 from 1,896
Change+19 (+1%)
Value$261.1K (-$42.0K)
Filed 2026-11-09
Rayburn West Financial Services LLC
INCREASED
Shares1,901 from 1,871
Change+30 (+2%)
Value$259.2K (-$39.9K)
Filed 2026-11-03
Buttonwood Financial Advisors Inc.
UNCHANGED
Shares1,900 from 1,900
Change0 (0%)
Value$259.0K (-$44.7K)
Filed 2026-10-13
Benedict Financial Advisors Inc
INCREASED
Shares1,899 from 1,896
Change+3 (+0%)
Value$258.9K (-$44.1K)
Filed 2026-10-07
Bernicke Wealth Management, Ltd.
DECREASED
Shares1,887 from 1,889
Change-2 (0%)
Value$257.3K (-$44.7K)
Filed 2026-11-06
Camden National Bank
UNCHANGED
Shares1,885 from 1,885
Change0 (0%)
Value$257.0K (-$44.3K)
Filed 2026-11-02
Hantz Financial Services, Inc.
DECREASED
Shares1,868 from 3,249
Change-1,381 (-43%)
Value$255 (-$518.7K)
Filed 2026-11-09
New Hampshire Trust
INCREASED
Shares1,864 from 1,664
Change+200 (+12%)
Value$254.1K (-$11.9K)
Filed 2026-10-20
Folger Nolan Fleming Douglas Capital Management, Inc
UNCHANGED
Shares1,861 from 1,861
Change0 (0%)
Value$253.7K (-$43.8K)
Filed 2026-10-13
Fire Capital Management LLC
DECREASED
Shares1,843 from 2,343
Change-500 (-21%)
Value$251.3K (-$123.3K)
Filed 2026-10-27
Burton Enright Welch
NEW
Shares1,834
Change+1,834
Value$250.0K
Filed 2026-11-04
Hartford Financial Management Inc.
UNCHANGED
Shares1,833 from 1,833
Change0 (0%)
Value$249.9K (-$43.1K)
Filed 2026-10-21
Oxler Private Wealth LLC
INCREASED
Shares1,831 from 1,823
Change+8 (+0%)
Value$249.6K (-$41.8K)
Filed 2026-10-21
AA Financial Advisors, LLC
INCREASED
Shares1,828 from 1,781
Change+47 (+3%)
Value$249.2K (-$35.5K)
Filed 2026-10-19
Citizens National Bank Trust Department
DECREASED
Shares1,824 from 2,012
Change-188 (-9%)
Value$248.7K (-$73.0K)
Filed 2026-11-04
Verus Financial Partners, Inc.
INCREASED
Shares1,824 from 1,816
Change+8 (+0%)
Value$248.7K (-$41.6K)
Filed 2026-10-29
Hendershot Investments Inc.
UNCHANGED
Shares1,823 from 1,823
Change0 (0%)
Value$248.5K (-$42.9K)
Filed 2026-11-05
Principle Wealth Partners LLC
DECREASED
Shares1,814 from 2,032
Change-218 (-11%)
Value$247.3K (-$77.5K)
Filed 2026-11-02
Texas Capital Bank Wealth Management Services Inc
DECREASED
Shares1,812 from 1,815
Change-3 (0%)
Value$247.0K (-$43.1K)
Filed 2026-11-09
Journey Retirement Planning & Investment Management LLC
DECREASED
Shares1,810 from 2,356
Change-546 (-23%)
Value$246.9K (-$129.7K)
Filed 2026-10-09
Washington Trust Bank
INCREASED
Shares1,803 from 1,800
Change+3 (+0%)
Value$245.8K (-$41.9K)
Filed 2026-11-03
Centennial Bank
UNCHANGED
Shares1,800 from 1,800
Change0 (0%)
Value$245.4K (-$42.3K)
Filed 2026-11-09
First National Bank Sioux Falls
UNCHANGED
Shares1,798 from 1,798
Change0 (0%)
Value$245.1K (-$41.7K)
Filed 2026-10-13
Eagle Global Advisors LLC
UNCHANGED
Shares1,780 from 1,780
Change0 (0%)
Value$242.7K (-$41.9K)
Filed 2026-11-02
Syverson Strege & Co
INCREASED
Shares1,775 from 1,772
Change+3 (+0%)
Value$242.0K (-$41.3K)
Filed 2026-11-02
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED
Shares1,769 from 2,139
Change-370 (-17%)
Value$241.2K (-$100.8K)
Filed 2026-10-23
Aprio Wealth Management, LLC
DECREASED
Shares1,768 from 2,832
Change-1,064 (-38%)
Value$241.0K (-$211.7K)
Filed 2026-10-28
Bailard, Inc.
UNCHANGED
Shares1,763 from 1,763
Change0 (0%)
Value$240.4K (-$41.5K)
Filed 2026-10-13
Catalyst Financial Partners LLC
DECREASED
Shares1,761 from 1,905
Change-144 (-8%)
Value$240.1K (-$64.4K)
Filed 2026-11-06
Watchman Group, Inc.
DECREASED
Shares1,756 from 1,776
Change-20 (-1%)
Value$239.4K (-$44.5K)
Filed 2026-10-16
Hunter Associates Investment Management LLC
UNCHANGED
Shares1,754 from 1,754
Change0 (0%)
Value$239 (-$278.8K)
Filed 2026-10-26
Means Investment Co., Inc.
INCREASED
Shares1,739 from 1,735
Change+4 (+0%)
Value$237.1K (-$40.2K)
Filed 2026-11-03
Peachtree Investment Partners, LLC
INCREASED
Shares1,731 from 1,730
Change+1 (+0%)
Value$236.0K (-$40.5K)
Filed 2026-11-05
Supplemental Annuity Collective Trust of NJ
DECREASED
Shares1,727 from 1,768
Change-41 (-2%)
Value$235.5K (-$47.2K)
Filed 2026-11-02
Sapient Capital LLC
INCREASED
Shares1,717 from 1,378
Change+339 (+25%)
Value$234.1K (+$13.8K)
Filed 2026-10-08
Clifford Swan Investment Counsel LLC
INCREASED
Shares1,701 from 1,335
Change+366 (+27%)
Value$231.9K (+$18.5K)
Filed 2026-11-05
Pinnacle Associates LTD
DECREASED
Shares1,701 from 1,806
Change-105 (-6%)
Value$231.9K (-$56.8K)
Filed 2026-10-20
Guyasuta Investment Advisors Inc
UNCHANGED
Shares1,680 from 1,680
Change0 (0%)
Value$229.1K (-$39.5K)
Filed 2026-10-15
Triad Wealth Partners, LLC
DECREASED
Shares1,677 from 2,256
Change-579 (-26%)
Value$228.7K (-$107.0K)
Filed 2026-10-26
CWA Asset Management Group, LLC
DECREASED
Shares1,670 from 1,836
Change-166 (-9%)
Value$227.7K (-$65.8K)
Filed 2026-10-19
Miller Global Investments, LLC
UNCHANGED
Shares1,661 from 1,661
Change0 (0%)
Value$226.5K (-$39.1K)
Filed 2026-10-02
Chesley Taft & Associates LLC
DECREASED
Shares1,658 from 2,206
Change-548 (-25%)
Value$226.1K (-$126.6K)
Filed 2026-10-13
Vaughan David Investments LLC
UNCHANGED
Shares1,651 from 1,651
Change0 (0%)
Value$225 (-$263.8K)
Filed 2026-11-05
CrossGen Wealth, LLC
UNCHANGED
Shares1,650 from 1,650
Change0 (0%)
Value$225.0K (-$38.8K)
Filed 2026-10-30
Sierra Summit Advisors LLC
UNCHANGED
Shares1,650 from 1,650
Change0 (0%)
Value$225.0K (-$38.8K)
Filed 2026-10-28
Ledyard National Bank
DECREASED
Shares1,649 from 2,371
Change-722 (-30%)
Value$224.8K (-$154.2K)
Filed 2026-10-21
EverSource Wealth Advisors, LLC
INCREASED
Shares1,638 from 1,507
Change+131 (+9%)
Value$223.4K (-$17.6K)
Filed 2026-11-04
Leisure Capital Management
INCREASED
Shares1,626 from 1,619
Change+7 (+0%)
Value$221.7K (-$37.1K)
Filed 2026-11-03
Howard Capital Management, LLC
DECREASED
Shares1,621 from 1,639
Change-18 (-1%)
Value$221.0K (-$41.0K)
Filed 2026-10-16
Turtle Creek Wealth Advisors, LLC
DECREASED
Shares1,620 from 1,767
Change-147 (-8%)
Value$220.9K (-$61.6K)
Filed 2026-10-15
Boltwood Capital Management
INCREASED
Shares1,619 from 1,469
Change+150 (+10%)
Value$220.7K (-$14.1K)
Filed 2026-10-02
JB Capital LLC
INCREASED
Shares1,617 from 1,616
Change+1 (+0%)
Value$220.5K (-$37.9K)
Filed 2026-10-19
Centerline Wealth Advisors, LLC
UNCHANGED
Shares1,609 from 1,609
Change0 (0%)
Value$219.4K (-$37.8K)
Filed 2026-10-15
GW Henssler & Associates LTD
DECREASED
Shares1,607 from 1,809
Change-202 (-11%)
Value$219.1K (-$70.1K)
Filed 2026-10-26
Northcape Wealth Management, LLC
DECREASED
Shares1,601 from 2,143
Change-542 (-25%)
Value$218.3K (-$124.3K)
Filed 2026-11-04
Oppenheimer Asset Management Inc.
DECREASED
Shares1,600 from 2,537
Change-937 (-37%)
Value$218.1K (-$187.4K)
Filed 2026-10-27
Westbourne Investment Advisors, Inc.
UNCHANGED
Shares1,585 from 1,585
Change0 (0%)
Value$216.1K (-$37.3K)
Filed 2026-10-20
ARS Wealth Advisors Group, LLC
DECREASED
Shares1,573 from 1,792
Change-219 (-12%)
Value$214.5K (-$72.0K)
Filed 2026-10-16
Robeco Institutional Asset Management B.V.
DECREASED
Shares1,570 from 15,509
Change-13,939 (-90%)
Value$214.1K (-$2.3M)
Filed 2026-10-20
Breakwater Capital Group
DECREASED
Shares1,566 from 1,937
Change-371 (-19%)
Value$213.5K (-$96.1K)
Filed 2026-10-09
Quent Capital, LLC
DECREASED
Shares1,564 from 1,577
Change-13 (-1%)
Value$252.5K (+$382)
Filed 2026-11-09
Alta Capital Management LLC/
DECREASED
Shares1,562 from 2,144
Change-582 (-27%)
Value$213.0K (-$129.8K)
Filed 2026-10-26
CoreCap Advisors, LLC
INCREASED
Shares1,560 from 1,548
Change+12 (+1%)
Value$212.8K (-$34.7K)
Filed 2026-10-08
SeaCrest Wealth Management, LLC
INCREASED
Shares1,556 from 1,537
Change+19 (+1%)
Value$212.2K (-$33.6K)
Filed 2026-10-21
Bullseye Investment Management, LLC
UNCHANGED
Shares1,550 from 1,550
Change0 (0%)
Value$211.3K (-$36.5K)
Filed 2026-10-29
Tompkins Financial Corp
UNCHANGED
Shares1,544 from 1,544
Change0 (0%)
Value$210.5K (-$36.3K)
Filed 2026-10-05
First Financial Bank - Trust Division
DECREASED
Shares1,542 from 1,702
Change-160 (-9%)
Value$210.2K (-$61.8K)
Filed 2026-10-01
TCV Trust & Wealth Management, Inc.
UNCHANGED
Shares1,537 from 1,537
Change0 (0%)
Value$209.6K (-$36.2K)
Filed 2026-10-16
Ethos Capital Management, Inc.
DECREASED
Shares1,536 from 2,744
Change-1,208 (-44%)
Value$209.4K (-$229.2K)
Filed 2026-11-03
Nwam LLC
DECREASED
Shares1,530 from 1,570
Change-40 (-3%)
Value$208.6K (-$42.4K)
Filed 2026-11-09
Hutchinson Capital Management
INCREASED
Shares1,529 from 1,405
Change+124 (+9%)
Value$208.5K (-$16.1K)
Filed 2026-11-09
Univest Financial Corp
INCREASED
Shares1,526 from 1,414
Change+112 (+8%)
Value$208.1K (-$18.0K)
Filed 2026-11-05
Gradient Capital Advisors, LLC
UNCHANGED
Shares1,525 from 1,525
Change0 (0%)
Value$207.9K (-$35.9K)
Filed 2026-10-21
Impact Partnership Wealth, LLC
NEW
Shares1,523
Change+1,523
Value$207.7K
Filed 2026-11-09
Wealth Preservation Advisors, LLC
NEW
Shares1,516
Change+1,516
Value$206.7K
Filed 2026-11-05
Schnieders Capital Management, Llc.
UNCHANGED
Shares1,516 from 1,516
Change0 (0%)
Value$206.7K (-$35.7K)
Filed 2026-11-09
StoneX Group Inc.
NEW
Shares1,512
Change+1,512
Value$220.4K
Filed 2026-11-03
PDS Planning, Inc
DECREASED
Shares1,510 from 1,929
Change-419 (-22%)
Value$205.9K (-$102.5K)
Filed 2026-11-03
Harbor Investment Advisory, LLC
DECREASED
Shares1,503 from 1,585
Change-82 (-5%)
Value$204.9K (-$48.5K)
Filed 2026-10-13
Shepherd Financial Partners LLC
DECREASED
Shares1,499 from 1,501
Change-2 (0%)
Value$204.4K (-$35.5K)
Filed 2026-11-03
Obermeyer Wealth Partners
DECREASED
Shares1,490 from 1,527
Change-37 (-2%)
Value$203.1K (-$41.0K)
Filed 2026-10-21
Cidel Asset Management Inc
UNCHANGED
Shares1,484 from 1,484
Change0 (0%)
Value$202.3K (-$34.9K)
Filed 2026-10-29
Adirondack Trust Co
UNCHANGED
Shares1,480 from 1,480
Change0 (0%)
Value$201.8K (-$34.8K)
Filed 2026-10-14
Everhart Financial Group, Inc.
DECREASED
Shares1,479 from 1,810
Change-331 (-18%)
Value$201.7K (-$87.6K)
Filed 2026-10-08
SAX Wealth Advisors, LLC
DECREASED
Shares1,479 from 1,724
Change-245 (-14%)
Value$201.6K (-$66.4K)
Filed 2026-10-13
Tortoise Investment Management, LLC
INCREASED
Shares1,478 from 1,475
Change+3 (+0%)
Value$201.5K (-$34.2K)
Filed 2026-11-06
Patton Albertson Miller Group, LLC
INCREASED
Shares1,475 from 1,442
Change+33 (+2%)
Value$201.1K (-$29.4K)
Filed 2026-10-26
Maseco LLP
INCREASED
Shares1,449 from 1,440
Change+9 (+1%)
Value$197.6K (-$32.6K)
Filed 2026-10-27
Compass Wealth Management LLC
UNCHANGED
Shares1,408 from 1,408
Change0 (0%)
Value$192.0K (-$33.1K)
Filed 2026-10-22
FSM Wealth Advisors, LLC
DECREASED
Shares1,405 from 1,615
Change-210 (-13%)
Value$200.9K (-$57.3K)
Filed 2026-10-27
Laurel Wealth Advisors LLC
UNCHANGED
Shares1,400 from 1,400
Change0 (0%)
Value$190.9K (-$32.9K)
Filed 2026-10-27
Cullen Investment Group, Ltd.
UNCHANGED
Shares1,389 from 1,389
Change0 (0%)
Value$203.9K (-$18.2K)
Filed 2026-10-13
Swiss RE LTD
INCREASED
Shares1,378 from 838
Change+540 (+64%)
Value$187.9K (+$53.9K)
Filed 2026-11-06
Costello Asset Management, Inc
UNCHANGED
Shares1,337 from 1,337
Change0 (0%)
Value$182.3K (-$31.5K)
Filed 2026-10-30
Triton Wealth Management, Pllc
UNCHANGED
Shares1,325 from 1,325
Change0 (0%)
Value$208.9K (-$10.0K)
Filed 2026-11-04
Summit Securities Group LLC
INCREASED
Shares1,288 from 64
Change+1,224 (+1913%)
Value$175.6K (+$165.4K)
Filed 2026-11-05
Fortitude Family Office, LLC
INCREASED
Shares1,288 from 1,282
Change+6 (+0%)
Value$175.6K (-$29.3K)
Filed 2026-10-14
Cranbrook Wealth Management, LLC
INCREASED
Shares1,285 from 1,282
Change+3 (+0%)
Value$174.9K (-$30.0K)
Filed 2026-10-28
Hughes Financial Services, LLC
DECREASED
Shares1,278 from 1,298
Change-20 (-2%)
Value$197.5K (-$10.0K)
Filed 2026-10-30
Plante Moran Financial Advisors, LLC
DECREASED
Shares1,263 from 1,264
Change-1 (0%)
Value$172.3K (-$29.9K)
Filed 2026-11-04
Picton Mahoney Asset Management
INCREASED
Shares1,215 from 84
Change+1,131 (+1346%)
Value$165.7K (+$152.2K)
Filed 2026-11-09
Wolverine Asset Management LLC
DECREASED
Shares1,213 from 2,736
Change-1,523 (-56%)
Value$165.4K (-$272.0K)
Filed 2026-11-02
Indiana Trust & Investment Management Co
UNCHANGED
Shares1,190 from 1,190
Change0 (0%)
Value$162.2K (-$28.0K)
Filed 2026-10-22
GHP Investment Advisors, Inc.
DECREASED
Shares1,127 from 1,238
Change-111 (-9%)
Value$153.7K (-$44.3K)
Filed 2026-10-15
Bank Julius Baer & Co. Ltd, Zurich
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$136.4K (-$24.0K)
Filed 2026-10-29
Concord Wealth Partners
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$136.3K (-$23.5K)
Filed 2026-11-02
Valley National Advisers Inc
INCREASED
Shares990 from 989
Change+1 (+0%)
Value$135.0K (-$23.1K)
Filed 2026-10-23
LFA - Lugano Financial Advisors SA
UNCHANGED
Shares970 from 970
Change0 (0%)
Value$132.3K (-$22.8K)
Filed 2026-11-03
Capital Advisors, Ltd. LLC
DECREASED
Shares967 from 974
Change-7 (-1%)
Value$132 (-$24)
Filed 2026-10-27
Rosenberg Matthew Hamilton
INCREASED
Shares966 from 820
Change+146 (+18%)
Value$131.7K (+$619)
Filed 2026-10-05
First Bancorp, Inc
DECREASED
Shares952 from 972
Change-20 (-2%)
Value$129.8K (-$25.6K)
Filed 2026-10-26
Washington Trust Advisors, Inc.
INCREASED
Shares895 from 877
Change+18 (+2%)
Value$122.0K (-$18.2K)
Filed 2026-10-22
Versant Capital Management, Inc
DECREASED
Shares894 from 1,457
Change-563 (-39%)
Value$121.9K (-$111.0K)
Filed 2026-10-02
Birchwood Financial Partners, Inc.
INCREASED
Shares876 from 869
Change+7 (+1%)
Value$119.4K (-$19.6K)
Filed 2026-11-02
Flagship Wealth Advisors, LLC
DECREASED
Shares850 from 1,210
Change-360 (-30%)
Value$115.9K (-$77.5K)
Filed 2026-11-03
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares842 from 952
Change-110 (-12%)
Value$114.8K (-$37.4K)
Filed 2026-10-05
Certuity, LLC
DECREASED
Shares841 from 1,848
Change-1,007 (-54%)
Value$114.7K (-$180.8K)
Filed 2026-11-02
Cromwell Holdings LLC
INCREASED
Shares824 from 810
Change+14 (+2%)
Value$112.3K (-$17.1K)
Filed 2026-10-28
Cheviot Value Management, LLC
UNCHANGED
Shares790 from 790
Change0 (0%)
Value$107.7K (-$18.6K)
Filed 2026-11-09
JFS Wealth Advisors, LLC
INCREASED
Shares776 from 677
Change+99 (+15%)
Value$105.8K (-$2.5K)
Filed 2026-11-03
TD Private Client Wealth LLC
DECREASED
Shares776 from 792
Change-16 (-2%)
Value$105.8K (-$20.8K)
Filed 2026-10-28
Pittenger & Anderson Inc
DECREASED
Shares755 from 891
Change-136 (-15%)
Value$102.9K (-$39.5K)
Filed 2026-11-02
Tradewinds Capital Management, LLC
INCREASED
Shares753 from 751
Change+2 (+0%)
Value$102.7K (-$17.3K)
Filed 2026-10-23
Northstar Asset Management Co
UNCHANGED
Shares744 from 744
Change0 (0%)
Value$112.5K (+$1.7K)
Filed 2026-10-22
Clean Yield Group
UNCHANGED
Shares738 from 738
Change0 (0%)
Value$100.6K (-$17.4K)
Filed 2026-10-28
GK Wealth Management LLC
NEW
Shares684
Change+684
Value$93.3K
Filed 2026-10-09
Oakworth Capital, Inc.
INCREASED
Shares671 from 616
Change+55 (+9%)
Value$91.5K (-$7.4K)
Filed 2026-10-26
Albion Financial Group
UNCHANGED
Shares656 from 656
Change0 (0%)
Value$89.4K (-$15.4K)
Filed 2026-10-21
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED
Shares647 from 1,347
Change-700 (-52%)
Value$88.2K (-$127.1K)
Filed 2026-10-21
GF Fund Management Co. Ltd.
UNCHANGED
Shares637 from 637
Change0 (0%)
Value$86.8K (-$15.0K)
Filed 2026-10-26
Physician Wealth Advisors, Inc.
INCREASED
Shares607 from 605
Change+2 (+0%)
Value$82.7K (-$13.9K)
Filed 2026-10-20
Kentucky Trust Co
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$81.8K (-$14.1K)
Filed 2026-10-15
Ascentis Independent Advisors
NEW
Shares592
Change+592
Value$80.8K
Filed 2026-11-03
Paladin Advisory Group, LLC
UNCHANGED
Shares591 from 591
Change0 (0%)
Value$80.6K (-$13.9K)
Filed 2026-11-09
Root Financial Partners, LLC
NEW
Shares582
Change+582
Value$79.4K
Filed 2026-10-21
Bank of New Hampshire
UNCHANGED
Shares580 from 580
Change0 (0%)
Value$79.1K (-$13.6K)
Filed 2026-10-06
Duncker Streett & Co Inc
UNCHANGED
Shares579 from 579
Change0 (0%)
Value$78.9K (-$13.6K)
Filed 2026-10-27
IMG Wealth Management, Inc.
UNCHANGED
Shares575 from 575
Change0 (0%)
Value$78.4K (-$13.5K)
Filed 2026-10-27
Central Pacific Bank - Trust Division
UNCHANGED
Shares564 from 564
Change0 (0%)
Value$76.9K (-$13.3K)
Filed 2026-10-06
Birch Financial Group, LLC
NEW
Shares563
Change+563
Value$76.8K
Filed 2026-10-27
SBI Securities Co., Ltd.
INCREASED
Shares534 from 491
Change+43 (+9%)
Value$72.8K (-$5.7K)
Filed 2026-10-22
Main Street Group, LTD
UNCHANGED
Shares526 from 526
Change0 (0%)
Value$71.7K (-$12.4K)
Filed 2026-10-28
Advantage Trust Co
UNCHANGED
Shares510 from 510
Change0 (0%)
Value$69.5K (-$12.0K)
Filed 2026-10-19
Boyd Watterson Asset Management LLC
UNCHANGED
Shares510 from 510
Change0 (0%)
Value$69.5K (-$12.0K)
Filed 2026-11-06
Hoese & Co LLP
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$68.2K (-$11.8K)
Filed 2026-10-21
Hanson & Doremus Investment Management
UNCHANGED
Shares499 from 499
Change0 (0%)
Value$68 (-$79.9K)
Filed 2026-10-16
Clearstead Trust, LLC
DECREASED
Shares496 from 500
Change-4 (-1%)
Value$67.6K (-$12.3K)
Filed 2026-11-06
Ascentis Wealth Management, LLC
INCREASED
Shares495 from 442
Change+53 (+12%)
Value$67.5K (-$3.2K)
Filed 2026-11-03
MTM Investment Management, LLC
INCREASED
Shares494 from 489
Change+5 (+1%)
Value$67.3K (-$10.9K)
Filed 2026-10-30
West Branch Capital LLC
INCREASED
Shares490 from 58
Change+432 (+745%)
Value$66.8K (+$57.5K)
Filed 2026-10-20
Pflug Koory, LLC
UNCHANGED
Shares480 from 480
Change0 (0%)
Value$65.4K (-$11.3K)
Filed 2026-10-26
Cetera Trust Company, N.a
UNCHANGED
Shares463 from 463
Change0 (0%)
Value$63.1K (-$10.9K)
Filed 2026-11-09
Zions Bancorporation, National Association
DECREASED
Shares459 from 548
Change-89 (-16%)
Value$62.6K (-$25.0K)
Filed 2026-11-06
Your Advocates Ltd., LLP
INCREASED
Shares439 from 438
Change+1 (+0%)
Value$59.8K (-$10.2K)
Filed 2026-11-03
Silver Grove Financial Group, Inc.
DECREASED
Shares434 from 514
Change-80 (-16%)
Value$59.2K (-$23.0K)
Filed 2026-11-05
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
INCREASED
Shares432 from 416
Change+16 (+4%)
Value$58.9K (-$7.6K)
Filed 2026-11-06
First United Bank & Trust
UNCHANGED
Shares425 from 425
Change0 (0%)
Value$57.9K (-$10.0K)
Filed 2026-10-22
SJS Investment Consulting Inc.
INCREASED
Shares420 from 287
Change+133 (+46%)
Value$57.3K (+$11.4K)
Filed 2026-10-26
Monetary Solutions, Ltd
INCREASED
Shares419 from 418
Change+1 (+0%)
Value$57.1K (-$9.7K)
Filed 2026-10-22
Owl Creek Wealth Partners LLC
INCREASED
Shares418 from 301
Change+117 (+39%)
Value$57.0K (+$8.9K)
Filed 2026-10-20
Bayforest Capital Ltd
NEW
Shares409
Change+409
Value$55.8K
Filed 2026-11-03
Markowski Investments
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$54.5K (-$9.4K)
Filed 2026-10-30
Southern Michigan Bank & Trust
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$54.5K (-$9.4K)
Filed 2026-10-19
Chapman Financial Group, LLC
UNCHANGED
Shares398 from 398
Change0 (0%)
Value$54.3K (-$9.4K)
Filed 2026-10-26
Bell Investment Advisors, Inc
DECREASED
Shares397 from 409
Change-12 (-3%)
Value$54.1K (-$11.3K)
Filed 2026-10-29
Nemes Rush Group LLC
UNCHANGED
Shares375 from 375
Change0 (0%)
Value$51.2K (-$8.8K)
Filed 2026-11-04
Hoertkorn Richard Charles
UNCHANGED
Shares372 from 372
Change0 (0%)
Value$50.7K (-$8.8K)
Filed 2026-11-04
Coston, McIsaac & Partners
UNCHANGED
Shares345 from 345
Change0 (0%)
Value$47.0K (-$8.0K)
Filed 2026-11-06
Motco
INCREASED
Shares337 from 86
Change+251 (+292%)
Value$45.9K (+$32.2K)
Filed 2026-11-09
1620 Investment Advisors, Inc.
UNCHANGED
Shares330 from 330
Change0 (0%)
Value$45.0K (-$7.8K)
Filed 2026-11-04
Next Level Wealth Planning, LLC
NEW
Shares320
Change+320
Value$43.6K
Filed 2026-10-29
Cape Investment Advisory, Inc.
INCREASED
Shares310 from 300
Change+10 (+3%)
Value$42.3K (-$5.7K)
Filed 2026-10-13
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares301 from 301
Change0 (0%)
Value$41 (-$25.0K)
Filed 2026-11-04
Morse Asset Management, Inc
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$40.9K (-$7.1K)
Filed 2026-11-09
Sherman Asset Management, Inc.
UNCHANGED
Shares294 from 294
Change0 (0%)
Value$40.1K (-$6.9K)
Filed 2026-11-05
Balance Wealth Partners LLC
NEW
Shares293
Change+293
Value$40.0K
Filed 2026-10-27
Addison Advisors LLC
INCREASED
Shares286 from 284
Change+2 (+1%)
Value$39.0K (-$6.4K)
Filed 2026-11-06
Armstrong Advisory Group, Inc
UNCHANGED
Shares285 from 285
Change0 (0%)
Value$38.9K (-$6.7K)
Filed 2026-10-09
New England Capital Financial Advisors LLC
INCREASED
Shares276 from 275
Change+1 (+0%)
Value$37.6K (-$6.3K)
Filed 2026-11-03
Kimelman & Baird, LLC
UNCHANGED
Shares276 from 276
Change0 (0%)
Value$37.6K (-$6.5K)
Filed 2026-11-03
Foresight Capital Management Advisors, Inc.
NEW
Shares271
Change+271
Value$36.9K
Filed 2026-10-27
Heritage Family Offices, LLP
NEW
Shares269
Change+269
Value$36.7K
Filed 2026-11-02
Nvwm, LLC
INCREASED
Shares246 from 244
Change+2 (+1%)
Value$33.5K (-$5.5K)
Filed 2026-10-14
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares246 from 247
Change-1 (0%)
Value$33.5K (-$5.9K)
Filed 2026-10-16
Burkett Financial Services, LLC
NEW
Shares241
Change+241
Value$32.9K
Filed 2026-10-01
Smallwood Wealth Investment Management, LLC
DECREASED
Shares238 from 382
Change-144 (-38%)
Value$32.4K (-$28.7K)
Filed 2026-10-30
Jnba Financial Advisors
DECREASED
Shares235 from 252
Change-17 (-7%)
Value$32.1K (-$8.3K)
Filed 2026-11-03
Financial Management Professionals, Inc.
DECREASED
Shares230 from 246
Change-16 (-6%)
Value$31.4K (-$8.0K)
Filed 2026-10-23
Nfsg Corp
DECREASED
Shares226 from 552
Change-326 (-59%)
Value$30.8K (-$57.4K)
Filed 2026-10-15
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares222 from 222
Change0 (0%)
Value$30.3K (-$5.2K)
Filed 2026-10-16
Bfsg, LLC
INCREASED
Shares219 from 200
Change+19 (+10%)
Value$29.9K (-$2.1K)
Filed 2026-10-30
Manchester Capital Management LLC
DECREASED
Shares215 from 301
Change-86 (-29%)
Value$29.3K (-$18.8K)
Filed 2026-10-22
Downshift Financial, LLC
UNCHANGED
Shares212 from 212
Change0 (0%)
Value$28.9K (-$5.0K)
Filed 2026-10-13
Networth Advisors, LLC
INCREASED
Shares208 from 207
Change+1 (+0%)
Value$28.4K (-$4.7K)
Filed 2026-11-03
West Paces Advisors Inc.
DECREASED
Shares206 from 210
Change-4 (-2%)
Value$28.1K (-$5.5K)
Filed 2026-10-13
DecisionPoint Financial, LLC
INCREASED
Shares206 from 205
Change+1 (+0%)
Value$28.2K (-$5.0K)
Filed 2026-10-27
Westside Investment Management, Inc.
UNCHANGED
Shares205 from 205
Change0 (0%)
Value$27.9K (-$4.9K)
Filed 2026-11-02
Madden Securities Corp
NEW
Shares200
Change+200
Value$27.3K
Filed 2026-10-27
CNB Bank
DECREASED
Shares200 from 224
Change-24 (-11%)
Value$27.3K (-$8.5K)
Filed 2026-11-09
Adkins Seale Capital Management LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$27.3K (-$4.7K)
Filed 2026-10-27
Walsh & Associates, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$27.3K (-$4.7K)
Filed 2026-11-09
Private Wealth Management Group, LLC
INCREASED
Shares195 from 47
Change+148 (+315%)
Value$26.6K (+$19.1K)
Filed 2026-10-19
Community Bank, N.A.
UNCHANGED
Shares191 from 191
Change0 (0%)
Value$26.0K (-$4.5K)
Filed 2026-11-06
True Wealth Design, LLC
DECREASED
Shares187 from 278
Change-91 (-33%)
Value$25.5K (-$18.9K)
Filed 2026-10-13
Kelleher Financial Advisors
UNCHANGED
Shares180 from 180
Change0 (0%)
Value$24.5K (-$4.2K)
Filed 2026-10-30
Barrett & Company, Inc.
INCREASED
Shares178 from 150
Change+28 (+19%)
Value$24.3K (+$290)
Filed 2026-10-22
IAG Wealth Partners, LLC
UNCHANGED
Shares178 from 178
Change0 (0%)
Value$24.3K (-$4.2K)
Filed 2026-11-06
Fulcrum Asset Management LLP
NEW
Shares174
Change+174
Value$24.0K
Filed 2026-11-04
Harel Insurance Investments & Financial Services Ltd.
DECREASED
Shares174 from 49,435
Change-49,261 (-100%)
Value$24 (-$7.9M)
Filed 2026-11-02
Bank & Trust Co
UNCHANGED
Shares166 from 166
Change0 (0%)
Value$22.6K (-$3.9K)
Filed 2026-10-07
First Pacific Financial
INCREASED
Shares161 from 160
Change+1 (+1%)
Value$21.9K (-$3.6K)
Filed 2026-10-14
Greykasell Wealth Strategies, Inc.
UNCHANGED
Shares160 from 160
Change0 (0%)
Value$21.8K (-$3.8K)
Filed 2026-11-09
Peoples Financial Services Corp.
UNCHANGED
Shares160 from 160
Change0 (0%)
Value$21.8K (-$3.8K)
Filed 2026-10-20
Louisbourg Investments Inc.
UNCHANGED
Shares158 from 158
Change0 (0%)
Value$21.5K (-$3.7K)
Filed 2026-10-20
First Financial Corp
UNCHANGED
Shares155 from 155
Change0 (0%)
Value$21.1K (-$3.6K)
Filed 2026-10-13
Abound Wealth Management
INCREASED
Shares150 from 110
Change+40 (+36%)
Value$20.4K (+$2.9K)
Filed 2026-10-26
Guardian Partners Inc.
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$20.5K (-$3.5K)
Filed 2026-10-21
Covestor Ltd
DECREASED
Shares141 from 285
Change-144 (-51%)
Value$19 (-$46.0K)
Filed 2026-10-30
Arlington Trust Co LLC
INCREASED
Shares141 from 4
Change+137 (+3425%)
Value$19.2K (+$18.6K)
Filed 2026-10-20
Blume Capital Management, Inc.
UNCHANGED
Shares140 from 140
Change0 (0%)
Value$19.1K (-$3.3K)
Filed 2026-10-26
Community Financial Services Group, LLC
UNCHANGED
Shares140 from 140
Change0 (0%)
Value$19.1K (-$3.5K)
Filed 2026-10-15
Pacific Center for Financial Services
UNCHANGED
Shares140 from 140
Change0 (0%)
Value$19.1K (-$3.3K)
Filed 2026-10-15
DeDora Capital, Inc.
NEW
Shares139
Change+139
Value$19.0K
Filed 2026-10-26
Alpine Bank Wealth Management
DECREASED
Shares139 from 469
Change-330 (-70%)
Value$19.0K (-$56.0K)
Filed 2026-10-16
Olistico Wealth, LLC
UNCHANGED
Shares138 from 138
Change0 (0%)
Value$18.8K (-$3.2K)
Filed 2026-10-05
Aspect Partners, LLC
UNCHANGED
Shares135 from 135
Change0 (0%)
Value$18.4K (-$3.2K)
Filed 2026-10-20
MV Capital Management, Inc.
DECREASED
Shares133 from 182
Change-49 (-27%)
Value$18.1K (-$11.0K)
Filed 2026-10-29
Financial Network Wealth Advisors LLC
DECREASED
Shares132 from 146
Change-14 (-10%)
Value$18.0K (-$5.3K)
Filed 2026-10-28
Dorato Capital Management
UNCHANGED
Shares132 from 132
Change0 (0%)
Value$18.5K (-$3.1K)
Filed 2026-10-08
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares130 from 130
Change0 (0%)
Value$17.7K (-$3.1K)
Filed 2026-10-20
Creative Financial Designs Inc
UNCHANGED
Shares126 from 126
Change0 (0%)
Value$17.2K (-$2.9K)
Filed 2026-11-04
Darwin Wealth Management, LLC
NEW
Shares117
Change+117
Value$16.0K
Filed 2026-11-09
Signature Equity Partners, LLC
INCREASED
Shares116 from 110
Change+6 (+5%)
Value$15.8K (-$1.8K)
Filed 2026-10-29
Bangor Savings Bank
UNCHANGED
Shares116 from 116
Change0 (0%)
Value$15.8K (-$2.7K)
Filed 2026-10-06
Rossby Financial, LCC
DECREASED
Shares115 from 120
Change-5 (-4%)
Value$15.7K (-$3.5K)
Filed 2026-11-05
Horizon Financial Services, LLC
DECREASED
Shares114 from 187
Change-73 (-39%)
Value$15.5K (-$14.4K)
Filed 2026-11-04
Bare Financial Services, Inc
INCREASED
Shares112 from 84
Change+28 (+33%)
Value$15.3K (+$1.8K)
Filed 2026-11-04
Steph & Co
INCREASED
Shares112 from 100
Change+12 (+12%)
Value$15.3K (-$716)
Filed 2026-10-07
Aventus Investment Advisors, Inc.
UNCHANGED
Shares111 from 111
Change0 (0%)
Value$15.1K (-$2.6K)
Filed 2026-10-09
Lodestone Wealth Management LLC
UNCHANGED
Shares111 from 111
Change0 (0%)
Value$15.1K (-$2.6K)
Filed 2026-10-14
Winch Advisory Services, LLC
INCREASED
Shares107 from 106
Change+1 (+1%)
Value$14.6K (-$2.4K)
Filed 2026-11-06
James T. Borello RIA
INCREASED
Shares102 from 72
Change+30 (+42%)
Value$13.9K (+$2.4K)
Filed 2026-10-16
Old Second National Bank of Aurora
UNCHANGED
Shares102 from 102
Change0 (0%)
Value$13.9K (-$2.4K)
Filed 2026-10-22
First Premier Bank
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$14 (-$2)
Filed 2026-10-13
Cdkv Holdings LLC
UNCHANGED
Shares97 from 97
Change0 (0%)
Value$13.2K (-$2.3K)
Filed 2026-10-28
Phillip James Consulting Co.
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$12.3K (-$2.1K)
Filed 2026-11-03
TFC Financial Management, Inc.
UNCHANGED
Shares87 from 87
Change0 (0%)
Value$11.9K (-$2.0K)
Filed 2026-10-26
Horizons Wealth Management
NEW
Shares85
Change+85
Value$11.6K
Filed 2026-10-05
Valley Wealth Managers, Inc.
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$10.9K (-$1.9K)
Filed 2026-10-09
Rakuten Securities, Inc.
INCREASED
Shares77 from 13
Change+64 (+492%)
Value$10.5K (+$8.4K)
Filed 2026-11-02
Sima Wealth Partners, LLC
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$10.2K (-$1.8K)
Filed 2026-10-19
Marquette Asset Management, LLC
INCREASED
Shares73 from 7
Change+66 (+943%)
Value$10.0K (+$8.8K)
Filed 2026-10-09
Rothwell Investment Advisors, LLC
NEW
Shares72
Change+72
Value$9.8K
Filed 2026-11-06
Redwood Park Advisors LLC
UNCHANGED
Shares72 from 72
Change0 (0%)
Value$9.8K (-$1.6K)
Filed 2026-11-02
Strive Financial Group,LLC
NEW
Shares71
Change+71
Value$9.7K
Filed 2026-11-09
Investors Research Corp
UNCHANGED
Shares71 from 71
Change0 (0%)
Value$9.7K (-$1.7K)
Filed 2026-10-07
Alerus Financial NA
DECREASED
Shares69 from 85
Change-16 (-19%)
Value$9.4K (-$4.2K)
Filed 2026-11-09
Strategic Advocates LLC
UNCHANGED
Shares69 from 69
Change0 (0%)
Value$9.4K (-$1.6K)
Filed 2026-11-03
Mcdonald Partners LLC
UNCHANGED
Shares68 from 68
Change0 (0%)
Value$9.3K (-$1.6K)
Filed 2026-11-03
Polaris Financial Partners
NEW
Shares66
Change+66
Value$9
Filed 2026-10-02
DT Investment Partners, LLC
UNCHANGED
Shares63 from 63
Change0 (0%)
Value$8.6K (-$1.5K)
Filed 2026-10-27
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares63 from 63
Change0 (0%)
Value$8.6K (-$1.5K)
Filed 2026-11-02
Buck Wealth Strategies, LLC
INCREASED
Shares60 from 10
Change+50 (+500%)
Value$8.2K (+$6.6K)
Filed 2026-10-28
Key Capital Management, Inc
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$8.2K (-$1.4K)
Filed 2026-11-03
Retirement Wealth Solutions LLC
INCREASED
Shares58 from 49
Change+9 (+18%)
Value$7.9K (+$74)
Filed 2026-10-07
Highline Wealth Partners LLC
DECREASED
Shares57 from 91
Change-34 (-37%)
Value$7.8K (-$6.7K)
Filed 2026-10-19
Clark Wealth Partners
INCREASED
Shares56 from 14
Change+42 (+300%)
Value$7.6K (+$5.4K)
Filed 2026-10-19
Salomon & Ludwin, LLC
INCREASED
Shares56 from 48
Change+8 (+17%)
Value$7.6K (-$121)
Filed 2026-10-29
PlanVest Financial, Inc
UNCHANGED
Shares54 from 54
Change0 (0%)
Value$7.3K (-$1.3K)
Filed 2026-11-09
Ares Financial Consulting, LLC
UNCHANGED
Shares53 from 53
Change0 (0%)
Value$7.2K (-$1.2K)
Filed 2026-10-19
UMB Private Wealth Management, LLC
NEW
Shares52
Change+52
Value$7.1K
Filed 2026-10-19
Bay Harbor Wealth Management, LLC
INCREASED
Shares50 from 46
Change+4 (+9%)
Value$6.8K (-$537)
Filed 2026-11-03
Avion Wealth
DECREASED
Shares49 from 51
Change-2 (-4%)
Value$6 (-$2)
Filed 2026-11-04
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED
Shares49 from 49
Change0 (0%)
Value$6.7K (-$1.2K)
Filed 2026-10-28
Dogwood Wealth Management LLC
DECREASED
Shares47 from 48
Change-1 (-2%)
Value$6.4K (-$1.2K)
Filed 2026-11-09
Meramec Financial Planners, LLC
INCREASED
Shares46 from 45
Change+1 (+2%)
Value$7.4K (+$647)
Filed 2026-11-09
Proathlete Wealth Management LLC
NEW
Shares45
Change+45
Value$6.1K
Filed 2026-10-15
Carolina Wealth Advisors, LLC
NEW
Shares40
Change+40
Value$5.5K
Filed 2026-10-23
Joseph Group Capital Management
INCREASED
Shares40 from 39
Change+1 (+3%)
Value$5.5K (-$781)
Filed 2026-11-04
N.E.W. Advisory Services LLC
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$5.5K (-$940)
Filed 2026-11-09
Torren Management, LLC
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$4.9K (-$847)
Filed 2026-10-29
First Command Advisory Services, Inc.
DECREASED
Shares34 from 122
Change-88 (-72%)
Value$4.6K (-$14.9K)
Filed 2026-11-05
J.Safra Asset Management Corp
UNCHANGED
Shares34 from 34
Change0 (0%)
Value$4.6K (-$799)
Filed 2026-11-03
USA Financial Formulas
NEW
Shares33
Change+33
Value$4.5K
Filed 2026-10-16
Archer Investment Corp
NEW
Shares32
Change+32
Value$4.4K
Filed 2026-11-05
Financial Consulate, Inc
DECREASED
Shares32 from 35
Change-3 (-9%)
Value$4.4K (-$1.2K)
Filed 2026-10-23
Wilkerson Advisory Group LLC
DECREASED
Shares31 from 37
Change-6 (-16%)
Value$4.2K (-$1.7K)
Filed 2026-10-20
Tounjian Advisory Partners, LLC
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$4.2K (-$701)
Filed 2026-11-04
Montgomery Financial Services LLC
INCREASED
Shares30 from 29
Change+1 (+3%)
Value$4.0K (-$670)
Filed 2026-11-03
High Note Wealth, LLC
DECREASED
Shares28 from 30
Change-2 (-7%)
Value$3.8K (-$978)
Filed 2026-10-27
Signature Resources Capital Management, LLC
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$3.8K (-$658)
Filed 2026-10-16
Compass Financial Management LLC
DECREASED
Shares26 from 27
Change-1 (-4%)
Value$3.5K (-$771)
Filed 2026-10-30
Tsfg, LLC
DECREASED
Shares25 from 111
Change-86 (-77%)
Value$3 (-$15)
Filed 2026-10-23
Tidemark, LLC
INCREASED
Shares25 from 23
Change+2 (+9%)
Value$3.4K (-$268)
Filed 2026-11-09
Burk Holdings LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$3.4K (-$588)
Filed 2026-11-05
Elevation Wealth Partners, LLC
DECREASED
Shares24 from 227
Change-203 (-89%)
Value$3.3K (-$33.0K)
Filed 2026-10-07
Beacon Financial Strategies Corp
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$3.3K (-$564)
Filed 2026-10-14
Vaquero Private Wealth, LTD
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$3.0K (-$518)
Filed 2026-10-27
Yankcom Partnership
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$3.0K (-$518)
Filed 2026-10-15
Moisand Fitzgerald Tamayo, LLC
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$2.9K (-$494)
Filed 2026-10-15
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$2.7K (-$463)
Filed 2026-11-02
Thompson Investment Management, Inc.
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$2.7K (-$470)
Filed 2026-10-14
Creative Capital Management Investments LLC
INCREASED
Shares19 from 18
Change+1 (+6%)
Value$2.6K (-$287)
Filed 2026-10-28
Three Bridge Wealth Advisors, LLC
NEW
Shares18
Change+18
Value$2.5K
Filed 2026-11-05
KFG LLC
NEW
Shares17
Change+17
Value$2.3K
Filed 2026-11-02
Gilpin Wealth Management, LLC
NEW
Shares17
Change+17
Value$2.3K
Filed 2026-10-09
Planning Strategies Inc.
DECREASED
Shares17 from 21
Change-4 (-19%)
Value$2.3K (-$1.0K)
Filed 2026-10-02
Triumph Capital Management
DECREASED
Shares15 from 54
Change-39 (-72%)
Value$2.0K (-$6.6K)
Filed 2026-10-14
Meriwether Wealth & Planning, LLC
NEW
Shares13
Change+13
Value$1.8K
Filed 2026-10-13
Kingdom Financial Group Llc.
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$1.5K (-$242)
Filed 2026-11-04
Acumen Wealth Advisors, LLC
NEW
Shares10
Change+10
Value$1.4K
Filed 2026-11-05
Granite FO LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$1.4K (-$236)
Filed 2026-10-14
William Mack & Associates, Inc.
NEW
Shares9
Change+9
Value$1.3K
Filed 2026-10-27
Elevated Capital Advisors, LLC
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$1.2K (-$212)
Filed 2026-11-04
Pension & Wealth Management Advisors, Inc.
NEW
Shares8
Change+8
Value$1.1K
Filed 2026-10-16
Tobam
DECREASED
Shares8 from 5,812
Change-5,804 (-100%)
Value$1 (-$929.0K)
Filed 2026-11-03
American Capital Advisory, LLC
DECREASED
Shares8 from 9
Change-1 (-11%)
Value$1.1K (-$348)
Filed 2026-10-28
WPG Advisers, LLC
NEW
Shares7
Change+7
Value$954
Filed 2026-10-27
Quaker Wealth Management, LLC
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$955 (-$165)
Filed 2026-10-22
Ashurst Perkins Coie Trust Co
NEW
Shares6
Change+6
Value$818
Filed 2026-10-15
PayPay Securities Corp
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$818 (-$141)
Filed 2026-10-27
Align Financial, LLC
NEW
Shares5
Change+5
Value$682
Filed 2026-10-16
Davis Capital Management
DECREASED
Shares5 from 10
Change-5 (-50%)
Value$682 (-$917)
Filed 2026-10-08
Essential Partners LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$682 (-$117)
Filed 2026-10-14
Hoey Investments, Inc
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$682 (-$118)
Filed 2026-10-29
Valued Wealth Advisors LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$682 (-$118)
Filed 2026-11-05
United Community Bank
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$545 (-$94)
Filed 2026-10-28
Evolution Wealth Management Inc.
NEW
Shares3
Change+3
Value$409
Filed 2026-10-28
Mosley Wealth Management
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$452 (-$28)
Filed 2026-10-16
WestEnd Advisors, LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$409 (-$71)
Filed 2026-10-27
Maryland Capital Advisors Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$137 (-$23)
Filed 2026-10-15
LRZ Capital LLC
CLOSED
Shares0 from 52,175
Change-52,175 (-100%)
Value$0 (-$8.3M)
Filed 2026-11-05
Maxi Investments CY Ltd
CLOSED
Shares0 from 16,000
Change-16,000 (-100%)
Value$0 (-$2.6M)
Filed 2026-10-26
Vestor Capital, LLC
CLOSED
Shares0 from 12,320
Change-12,320 (-100%)
Value$0 (-$1.2K)
Filed 2026-11-04
Jefferies Financial Group Inc.
CLOSED
Shares0 from 9,389
Change-9,389 (-100%)
Value$0 (-$1.5M)
Filed 2026-11-05
Impact Investors, Inc
CLOSED
Shares0 from 7,500
Change-7,500 (-100%)
Value$0 (-$1.2M)
Filed 2026-11-02
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 6,500
Change-6,500 (-100%)
Value$0 (-$1.0M)
Filed 2026-11-03
Inscription Capital, LLC
CLOSED
Shares0 from 4,443
Change-4,443 (-100%)
Value$0 (-$710.2K)
Filed 2026-11-02
One Wealth Capital Management, LLC
CLOSED
Shares0 from 3,349
Change-3,349 (-100%)
Value$0 (-$535.4K)
Filed 2026-10-23
Howard Financial Services, Ltd.
CLOSED
Shares0 from 3,316
Change-3,316 (-100%)
Value$0 (-$530.1K)
Filed 2026-10-15
Aaron Wealth Advisors LLC
CLOSED
Shares0 from 3,210
Change-3,210 (-100%)
Value$0 (-$513.2K)
Filed 2026-10-13
Providence First Trust Co
CLOSED
Shares0 from 2,650
Change-2,650 (-100%)
Value$0 (-$423.6K)
Filed 2026-11-02
Chesapeake Capital Corp
CLOSED
Shares0 from 2,424
Change-2,424 (-100%)
Value$0 (-$387.5K)
Filed 2026-11-09
Spectrum Strategic Capital Management, LLC
CLOSED
Shares0 from 2,271
Change-2,271 (-100%)
Value$0 (-$363.0K)
Filed 2026-10-22
Fragasso Financial Advisors Inc
CLOSED
Shares0 from 2,073
Change-2,073 (-100%)
Value$0 (-$331.4K)
Filed 2026-10-13
Cornerstone Wealth Group, LLC
CLOSED
Shares0 from 2,016
Change-2,016 (-100%)
Value$0 (-$322.2K)
Filed 2026-11-02
Gallacher Capital Management LLC
CLOSED
Shares0 from 1,837
Change-1,837 (-100%)
Value$0 (-$293.7K)
Filed 2026-10-30
Carson Advisory Inc.
CLOSED
Shares0 from 1,735
Change-1,735 (-100%)
Value$0 (-$277.4K)
Filed 2026-11-06
Scissortail Wealth Management, LLC
CLOSED
Shares0 from 1,720
Change-1,720 (-100%)
Value$0 (-$275.0K)
Filed 2026-11-03
LeConte Wealth Management, LLC
CLOSED
Shares0 from 1,718
Change-1,718 (-100%)
Value$0 (-$274.6K)
Filed 2026-10-20
Midwest Financial Partners Investments, Inc.
CLOSED
Shares0 from 1,585
Change-1,585 (-100%)
Value$0 (-$253.4K)
Filed 2026-10-08
Hohimer Wealth Management, LLC
CLOSED
Shares0 from 1,525
Change-1,525 (-100%)
Value$0 (-$243.8K)
Filed 2026-11-04
Integrated Advisors Network LLC
CLOSED
Shares0 from 1,500
Change-1,500 (-100%)
Value$0 (-$239.8K)
Filed 2026-10-20
Klingman & Associates, LLC
CLOSED
Shares0 from 1,499
Change-1,499 (-100%)
Value$0 (-$239.6K)
Filed 2026-10-20
West Family Investments, Inc.
CLOSED
Shares0 from 1,485
Change-1,485 (-100%)
Value$0 (-$237.4K)
Filed 2026-11-09
Carret Asset Management, LLC
CLOSED
Shares0 from 1,461
Change-1,461 (-100%)
Value$0 (-$233.6K)
Filed 2026-11-04
Aviance Capital Partners, LLC
CLOSED
Shares0 from 1,460
Change-1,460 (-100%)
Value$0 (-$233.4K)
Filed 2026-10-29
GSG Advisors LLC
CLOSED
Shares0 from 1,454
Change-1,454 (-100%)
Value$0 (-$232.5K)
Filed 2026-11-03
71 West Capital Partners
CLOSED
Shares0 from 1,441
Change-1,441 (-100%)
Value$0 (-$230.4K)
Filed 2026-11-04
Gill Capital Partners, LLC
CLOSED
Shares0 from 1,440
Change-1,440 (-100%)
Value$0 (-$230.2K)
Filed 2026-10-13
MCF Advisors LLC
CLOSED
Shares0 from 1,426
Change-1,426 (-100%)
Value$0 (-$228.0K)
Filed 2026-10-28
Presper Financial Architects, LLC
CLOSED
Shares0 from 1,414
Change-1,414 (-100%)
Value$0 (-$226.0K)
Filed 2026-11-09
Moneco Advisors, LLC
CLOSED
Shares0 from 1,413
Change-1,413 (-100%)
Value$0 (-$226.0K)
Filed 2026-11-05
Franklin Street Advisors Inc
CLOSED
Shares0 from 1,410
Change-1,410 (-100%)
Value$0 (-$225.4K)
Filed 2026-10-13
Hudock, Inc.
CLOSED
Shares0 from 1,405
Change-1,405 (-100%)
Value$0 (-$224.7K)
Filed 2026-10-14
Synergy Asset Management, LLC
CLOSED
Shares0 from 1,400
Change-1,400 (-100%)
Value$0 (-$223.8K)
Filed 2026-11-05
HighPoint Advisor Group LLC
CLOSED
Shares0 from 1,398
Change-1,398 (-100%)
Value$0 (-$223.5K)
Filed 2026-11-09
Great Diamond Partners, LLC
CLOSED
Shares0 from 1,388
Change-1,388 (-100%)
Value$0 (-$221.9K)
Filed 2026-10-13
Bria Capital Group, LLC
CLOSED
Shares0 from 1,384
Change-1,384 (-100%)
Value$0 (-$221.2K)
Filed 2026-10-22
Optas, LLC
CLOSED
Shares0 from 1,362
Change-1,362 (-100%)
Value$0 (-$217.7K)
Filed 2026-11-09
GC Wealth Management RIA, LLC
CLOSED
Shares0 from 1,355
Change-1,355 (-100%)
Value$0 (-$216.6K)
Filed 2026-11-02
White Pine Capital LLC
CLOSED
Shares0 from 1,350
Change-1,350 (-100%)
Value$0 (-$215.8K)
Filed 2026-11-09
Rockline Wealth Management, LLC
CLOSED
Shares0 from 1,348
Change-1,348 (-100%)
Value$0 (-$215.5K)
Filed 2026-10-26
Pekin Hardy Strauss, Inc.
CLOSED
Shares0 from 1,338
Change-1,338 (-100%)
Value$0 (-$213.9K)
Filed 2026-11-02
Forum Financial Management, LP
CLOSED
Shares0 from 1,337
Change-1,337 (-100%)
Value$0 (-$213.7K)
Filed 2026-10-16
Bison Wealth, LLC
CLOSED
Shares0 from 1,333
Change-1,333 (-100%)
Value$0 (-$221.2K)
Filed 2026-10-13
Conning Inc.
CLOSED
Shares0 from 1,330
Change-1,330 (-100%)
Value$0 (-$212.6K)
Filed 2026-10-27
Monument Capital Management
CLOSED
Shares0 from 1,328
Change-1,328 (-100%)
Value$0 (-$212.3K)
Filed 2026-10-09
Winebrenner Capital Management LLC
CLOSED
Shares0 from 1,328
Change-1,328 (-100%)
Value$0 (-$212.3K)
Filed 2026-10-07
Alamar Capital Management, LLC
CLOSED
Shares0 from 1,318
Change-1,318 (-100%)
Value$0 (-$210.7K)
Filed 2026-11-02
Focus Financial Network, Inc.
CLOSED
Shares0 from 1,314
Change-1,314 (-100%)
Value$0 (-$210.0K)
Filed 2026-10-14
Armor Investment Advisors, LLC
CLOSED
Shares0 from 1,311
Change-1,311 (-100%)
Value$0 (-$209.6K)
Filed 2026-10-27
LVW Advisors, LLC
CLOSED
Shares0 from 1,309
Change-1,309 (-100%)
Value$0 (-$209.3K)
Filed 2026-10-19
Goldstein Advisors, LLC
CLOSED
Shares0 from 1,308
Change-1,308 (-100%)
Value$0 (-$209.1K)
Filed 2026-10-15
Atlas Brown,Inc.
CLOSED
Shares0 from 1,303
Change-1,303 (-100%)
Value$0 (-$208.3K)
Filed 2026-10-09
TCI Wealth Advisors, Inc.
CLOSED
Shares0 from 1,302
Change-1,302 (-100%)
Value$0 (-$208.1K)
Filed 2026-10-30
Western Wealth Management, LLC
CLOSED
Shares0 from 1,294
Change-1,294 (-100%)
Value$0 (-$206.8K)
Filed 2026-11-09
Capital Asset Advisory Services LLC
CLOSED
Shares0 from 1,285
Change-1,285 (-100%)
Value$0 (-$205.4K)
Filed 2026-10-30
Prosperity Planning, Inc.
CLOSED
Shares0 from 1,275
Change-1,275 (-100%)
Value$0 (-$203.8K)
Filed 2026-10-09
Moss Adams Wealth Advisors LLC
CLOSED
Shares0 from 1,275
Change-1,275 (-100%)
Value$0 (-$203.9K)
Filed 2026-10-28
LEE Danner & Bass Inc
CLOSED
Shares0 from 1,271
Change-1,271 (-100%)
Value$0 (-$203.2K)
Filed 2026-10-27
Patten & Patten Inc
CLOSED
Shares0 from 1,264
Change-1,264 (-100%)
Value$0 (-$202.1K)
Filed 2026-10-26
Gerber Kawasaki Wealth & Investment Management
CLOSED
Shares0 from 1,260
Change-1,260 (-100%)
Value$0 (-$201.5K)
Filed 2026-10-29
Solstein Capital, LLC
CLOSED
Shares0 from 1,069
Change-1,069 (-100%)
Value$0 (-$170.9K)
Filed 2026-11-02
Catalyst Capital Advisors LLC
CLOSED
Shares0 from 468
Change-468 (-100%)
Value$0 (-$74.8K)
Filed 2026-11-02
Stone House Investment Management, LLC
CLOSED
Shares0 from 409
Change-409 (-100%)
Value$0 (-$65.4K)
Filed 2026-10-23
Founders Capital Management
CLOSED
Shares0 from 395
Change-395 (-100%)
Value$0 (-$63.1K)
Filed 2026-10-13
Knights of Columbus Asset Advisors LLC
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$32.0K)
Filed 2026-11-05
Cornerstone Planning Group LLC
CLOSED
Shares0 from 179
Change-179 (-100%)
Value$0 (-$26.4K)
Filed 2026-10-16
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 147
Change-147 (-100%)
Value$0 (-$23.5K)
Filed 2026-10-14
Heritage Wealth Advisors
CLOSED
Shares0 from 113
Change-113 (-100%)
Value$0 (-$18.1K)
Filed 2026-11-09
Glass Jacobson Investment Advisors llc
CLOSED
Shares0 from 69
Change-69 (-100%)
Value$0 (-$11.0K)
Filed 2026-10-26
Chilton Capital Management LLC
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$8.0K)
Filed 2026-10-28
Park Place Capital Corp
CLOSED
Shares0 from 48
Change-48 (-100%)
Value$0 (-$7.7K)
Filed 2026-11-09
William B. Walkup & Associates, Inc.
CLOSED
Shares0 from 44
Change-44 (-100%)
Value$0 (-$7.0K)
Filed 2026-11-05
AdvisorNet Financial, Inc
CLOSED
Shares0 from 36
Change-36 (-100%)
Value$0 (-$5.8K)
Filed 2026-10-15
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 31
Change-31 (-100%)
Value$0 (-$5.0K)
Filed 2026-10-26
United Financial Planning Group LLC
CLOSED
Shares0 from 23
Change-23 (-100%)
Value$0 (-$3.7K)
Filed 2026-11-04
Brooklyn FI, LLC
CLOSED
Shares0 from 13
Change-13 (-100%)
Value$0 (-$1.9K)
Filed 2026-11-05
Activest Wealth Management
CLOSED
Shares0 from 11
Change-11 (-100%)
Value$0 (-$1.8K)
Filed 2026-10-15
Sunrise Financial Services, LLC
CLOSED
Shares0 from 8
Change-8 (-100%)
Value$0 (-$1.3K)
Filed 2026-10-21
Trifecta Capital Advisors, LLC
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$640)
Filed 2026-10-21
Morton Brown Family Wealth, LLC
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$639)
Filed 2026-10-23
Mascoma Wealth Management LLC
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 (-$480)
Filed 2026-10-23
Navigoe, LLC
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 ($0)
Filed 2026-11-04
Highland Investment Advisors LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$160)
Filed 2026-11-09
Evolution Advisers, Inc.
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 ($0)
Filed 2026-11-06
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$161)
Filed 2026-10-29
BlackRock, Inc.
N/A
Shares— from 26,190,487
Change-26,190,487 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 20,017,649
Change-20,017,649 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 18,000,462
Change-18,000,462 (-100%)
Value—
Capital International Investors
N/A
Shares— from 16,961,198
Change-16,961,198 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 13,996,754
Change-13,996,754 (-100%)
Value—
State Street Corp
N/A
Shares— from 13,185,799
Change-13,185,799 (-100%)
Value—
T. Rowe Price Investment Management, Inc.
N/A
Shares— from 10,272,924
Change-10,272,924 (-100%)
Value—
Norges Bank
N/A
Shares— from 5,022,027
Change-5,022,027 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 4,846,026
Change-4,846,026 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 4,631,940
Change-4,631,940 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 4,397,381
Change-4,397,381 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 3,994,679
Change-3,994,679 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 3,673,461
Change-3,673,461 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 3,096,181
Change-3,096,181 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 2,896,631
Change-2,896,631 (-100%)
Value—
UBS Group AG
N/A
Shares— from 2,563,062
Change-2,563,062 (-100%)
Value—
FMR LLC
N/A
Shares— from 2,507,287
Change-2,507,287 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 2,146,294
Change-2,146,294 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 2,093,797
Change-2,093,797 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 1,861,575
Change-1,861,575 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 1,825,459
Change-1,825,459 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 1,777,309
Change-1,777,309 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 1,598,641
Change-1,598,641 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 1,558,164
Change-1,558,164 (-100%)
Value—
Boston Partners
N/A
Shares— from 1,524,928
Change-1,524,928 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 1,474,350
Change-1,474,350 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 1,350,006
Change-1,350,006 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 1,309,739
Change-1,309,739 (-100%)
Value—
Capital Research Global Investors
N/A
Shares— from 1,233,167
Change-1,233,167 (-100%)
Value—
Ilex Capital Partners (UK) LLP
N/A
Shares— from 1,016,155
Change-1,016,155 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 864,413
Change-864,413 (-100%)
Value—
Epoch Investment Partners, Inc.
N/A
Shares— from 845,174
Change-845,174 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 779,600
Change-779,600 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 682,343
Change-682,343 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 663,995
Change-663,995 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 623,896
Change-623,896 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 623,109
Change-623,109 (-100%)
Value—
Capital World Investors
N/A
Shares— from 615,422
Change-615,422 (-100%)
Value—
Alyeska Investment Group, L.P.
N/A
Shares— from 602,050
Change-602,050 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 598,855
Change-598,855 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 594,793
Change-594,793 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 563,106
Change-563,106 (-100%)
Value—
Fundsmith LLP
N/A
Shares— from 556,107
Change-556,107 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 551,636
Change-551,636 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 542,775
Change-542,775 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 527,665
Change-527,665 (-100%)
Value—
Bristol John W & Co Inc
N/A
Shares— from 527,241
Change-527,241 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 520,641
Change-520,641 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 500,000
Change-500,000 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 498,822
Change-498,822 (-100%)
Value—
Camrose Capital Investment Partners LLP
N/A
Shares— from 481,103
Change-481,103 (-100%)
Value—
National Pension Service
N/A
Shares— from 470,206
Change-470,206 (-100%)
Value—
Alkeon Capital Management LLC
N/A
Shares— from 465,603
Change-465,603 (-100%)
Value—
Capital International, Inc.
N/A
Shares— from 454,966
Change-454,966 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 438,772
Change-438,772 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 429,664
Change-429,664 (-100%)
Value—
Paralel Advisors LLC
N/A
Shares— from 425,000
Change-425,000 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 407,081
Change-407,081 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 381,463
Change-381,463 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 377,602
Change-377,602 (-100%)
Value—
Magellan Asset Management Ltd
N/A
Shares— from 358,827
Change-358,827 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 342,148
Change-342,148 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 340,734
Change-340,734 (-100%)
Value—
Freestone Grove Partners LP
N/A
Shares— from 334,683
Change-334,683 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 295,570
Change-295,570 (-100%)
Value—
Mane Global Capital Management LP
N/A
Shares— from 294,217
Change-294,217 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 291,600
Change-291,600 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 277,012
Change-277,012 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 274,348
Change-274,348 (-100%)
Value—
APG Asset Management N.V.
N/A
Shares— from 269,007
Change-269,007 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 241,074
Change-241,074 (-100%)
Value—
Aviva PLC
N/A
Shares— from 240,776
Change-240,776 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 236,082
Change-236,082 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 221,360
Change-221,360 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 208,200
Change-208,200 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 207,515
Change-207,515 (-100%)
Value—
Susquehanna Portfolio Strategies, LLC
N/A
Shares— from 205,867
Change-205,867 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 201,883
Change-201,883 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 197,462
Change-197,462 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 193,688
Change-193,688 (-100%)
Value—
Fundsmith Investment Services Ltd.
N/A
Shares— from 178,009
Change-178,009 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 175,869
Change-175,869 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 173,168
Change-173,168 (-100%)
Value—
NS Partners Ltd
N/A
Shares— from 171,184
Change-171,184 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 167,140
Change-167,140 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 166,001
Change-166,001 (-100%)
Value—
Marsico Capital Management LLC
N/A
Shares— from 164,295
Change-164,295 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 162,210
Change-162,210 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 152,959
Change-152,959 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 151,763
Change-151,763 (-100%)
Value—
Capital International Sarl
N/A
Shares— from 149,238
Change-149,238 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 148,808
Change-148,808 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 148,205
Change-148,205 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 147,948
Change-147,948 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 141,741
Change-141,741 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 141,601
Change-141,601 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 139,624
Change-139,624 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 137,200
Change-137,200 (-100%)
Value—
Man Group plc
N/A
Shares— from 136,950
Change-136,950 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 136,195
Change-136,195 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 132,530
Change-132,530 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 129,924
Change-129,924 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 129,182
Change-129,182 (-100%)
Value—
Tredje Ap-fonden
N/A
Shares— from 128,674
Change-128,674 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 125,211
Change-125,211 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 123,008
Change-123,008 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 121,714
Change-121,714 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 117,724
Change-117,724 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 113,267
Change-113,267 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 109,771
Change-109,771 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 109,593
Change-109,593 (-100%)
Value—
Northwest & Ethical Investments L.P.
N/A
Shares— from 109,398
Change-109,398 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 109,396
Change-109,396 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 108,956
Change-108,956 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 108,668
Change-108,668 (-100%)
Value—
Lord, Abbett & Co. LLC
N/A
Shares— from 104,900
Change-104,900 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 103,902
Change-103,902 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 102,554
Change-102,554 (-100%)
Value—
Systematic Alpha Investments, LLC
N/A
Shares— from 99,234
Change-99,234 (-100%)
Value—
Storebrand Asset Management AS
N/A
Shares— from 96,143
Change-96,143 (-100%)
Value—
Railway Pension Investments Ltd
N/A
Shares— from 94,600
Change-94,600 (-100%)
Value—
Capital International LTD
N/A
Shares— from 85,402
Change-85,402 (-100%)
Value—
Cantillon Capital Management LLC
N/A
Shares— from 83,427
Change-83,427 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 83,320
Change-83,320 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 82,575
Change-82,575 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 80,595
Change-80,595 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 80,308
Change-80,308 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 78,790
Change-78,790 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 78,763
Change-78,763 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 77,704
Change-77,704 (-100%)
Value—
Varma Mutual Pension Insurance Co
N/A
Shares— from 76,753
Change-76,753 (-100%)
Value—
FIL Ltd
N/A
Shares— from 75,788
Change-75,788 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 71,832
Change-71,832 (-100%)
Value—
Commerce Bank
N/A
Shares— from 71,647
Change-71,647 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 70,939
Change-70,939 (-100%)
Value—
Mediolanum International Funds Ltd
N/A
Shares— from 69,962
Change-69,962 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 66,308
Change-66,308 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 64,223
Change-64,223 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 63,689
Change-63,689 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 62,439
Change-62,439 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 62,176
Change-62,176 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 60,744
Change-60,744 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 56,658
Change-56,658 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 56,187
Change-56,187 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 55,714
Change-55,714 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 54,467
Change-54,467 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 54,333
Change-54,333 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 53,189
Change-53,189 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 52,970
Change-52,970 (-100%)
Value—
Trajan Wealth LLC
N/A
Shares— from 52,631
Change-52,631 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 52,493
Change-52,493 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 52,239
Change-52,239 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 51,253
Change-51,253 (-100%)
Value—
Elo Mutual Pension Insurance Co
N/A
Shares— from 49,263
Change-49,263 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 48,621
Change-48,621 (-100%)
Value—
Ossiam
N/A
Shares— from 45,957
Change-45,957 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 44,586
Change-44,586 (-100%)
Value—
Wesleyan Assurance Society
N/A
Shares— from 42,420
Change-42,420 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 41,962
Change-41,962 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 41,466
Change-41,466 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 40,273
Change-40,273 (-100%)
Value—
Northern Right Capital Management, L.P.
N/A
Shares— from 40,000
Change-40,000 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 39,886
Change-39,886 (-100%)
Value—
Platinum Investment Management LTD
N/A
Shares— from 39,847
Change-39,847 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 37,689
Change-37,689 (-100%)
Value—
Ilmarinen Mutual Pension Insurance Co
N/A
Shares— from 37,216
Change-37,216 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 37,033
Change-37,033 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 35,928
Change-35,928 (-100%)
Value—
Lombard Odier Asset Management (Switzerland) SA
N/A
Shares— from 35,810
Change-35,810 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 35,482
Change-35,482 (-100%)
Value—
Cinctive Capital Management LP
N/A
Shares— from 35,405
Change-35,405 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 34,283
Change-34,283 (-100%)
Value—
DJE Kapital AG
N/A
Shares— from 34,200
Change-34,200 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 34,141
Change-34,141 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 34,022
Change-34,022 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 33,239
Change-33,239 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 33,057
Change-33,057 (-100%)
Value—
Allstate Corp
N/A
Shares— from 32,317
Change-32,317 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 31,849
Change-31,849 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 31,822
Change-31,822 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 31,729
Change-31,729 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 31,617
Change-31,617 (-100%)
Value—
Andra Ap-fonden
N/A
Shares— from 31,547
Change-31,547 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 31,049
Change-31,049 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 30,892
Change-30,892 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 30,849
Change-30,849 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 30,580
Change-30,580 (-100%)
Value—
Blair William & Co
N/A
Shares— from 28,950
Change-28,950 (-100%)
Value—
Conscious Wealth Investments, LLC
N/A
Shares— from 27,670
Change-27,670 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 27,161
Change-27,161 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 26,897
Change-26,897 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 26,890
Change-26,890 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 26,682
Change-26,682 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 26,072
Change-26,072 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 25,997
Change-25,997 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 25,444
Change-25,444 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 25,413
Change-25,413 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 25,023
Change-25,023 (-100%)
Value—
Siemens Fonds Invest GmbH
N/A
Shares— from 23,659
Change-23,659 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 23,572
Change-23,572 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 23,548
Change-23,548 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 22,968
Change-22,968 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 22,192
Change-22,192 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 21,886
Change-21,886 (-100%)
Value—
Ostrum Asset Management
N/A
Shares— from 21,362
Change-21,362 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 21,243
Change-21,243 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 21,142
Change-21,142 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 20,797
Change-20,797 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 20,633
Change-20,633 (-100%)
Value—
Westpac Banking Corp
N/A
Shares— from 20,429
Change-20,429 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 20,406
Change-20,406 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 20,329
Change-20,329 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 20,232
Change-20,232 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 20,098
Change-20,098 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 19,983
Change-19,983 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 19,565
Change-19,565 (-100%)
Value—
&partners
N/A
Shares— from 19,558
Change-19,558 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 19,524
Change-19,524 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 19,466
Change-19,466 (-100%)
Value—
Saudi Central Bank
N/A
Shares— from 19,350
Change-19,350 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 19,298
Change-19,298 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 19,205
Change-19,205 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 19,198
Change-19,198 (-100%)
Value—
Kentucky Retirement Systems
N/A
Shares— from 17,597
Change-17,597 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 17,506
Change-17,506 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 17,485
Change-17,485 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 17,232
Change-17,232 (-100%)
Value—
Capital Group Investment Management Pte. Ltd.
N/A
Shares— from 17,151
Change-17,151 (-100%)
Value—
Aristides Capital LLC
N/A
Shares— from 16,557
Change-16,557 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 16,214
Change-16,214 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 16,206
Change-16,206 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 16,022
Change-16,022 (-100%)
Value—
Brant Point Investment Management LLC
N/A
Shares— from 15,944
Change-15,944 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 15,927
Change-15,927 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 15,909
Change-15,909 (-100%)
Value—
Delta Global Management LP
N/A
Shares— from 15,725
Change-15,725 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 15,644
Change-15,644 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 15,601
Change-15,601 (-100%)
Value—
Allianz SE
N/A
Shares— from 15,579
Change-15,579 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 15,298
Change-15,298 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 14,820
Change-14,820 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 14,617
Change-14,617 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 13,261
Change-13,261 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 13,218
Change-13,218 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 13,084
Change-13,084 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 12,979
Change-12,979 (-100%)
Value—
Susquehanna Fundamental Investments, LLC
N/A
Shares— from 12,648
Change-12,648 (-100%)
Value—
AXQ Capital, LP
N/A
Shares— from 12,635
Change-12,635 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 12,533
Change-12,533 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 12,461
Change-12,461 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 12,442
Change-12,442 (-100%)
Value—
AustralianSuper Pty Ltd
N/A
Shares— from 12,440
Change-12,440 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 12,313
Change-12,313 (-100%)
Value—
Stephens Inc
N/A
Shares— from 12,081
Change-12,081 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 11,874
Change-11,874 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 11,708
Change-11,708 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 11,694
Change-11,694 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 11,673
Change-11,673 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 11,649
Change-11,649 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 11,633
Change-11,633 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 11,460
Change-11,460 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 11,362
Change-11,362 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 11,287
Change-11,287 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 10,788
Change-10,788 (-100%)
Value—
Hutner Capital Management Inc
N/A
Shares— from 10,693
Change-10,693 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 10,385
Change-10,385 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 10,370
Change-10,370 (-100%)
Value—
Auxier Asset Management LLC
N/A
Shares— from 10,193
Change-10,193 (-100%)
Value—
Timelo Investment Management Inc.
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 9,972
Change-9,972 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 9,926
Change-9,926 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 9,895
Change-9,895 (-100%)
Value—
Sirios Capital Management L P
N/A
Shares— from 9,416
Change-9,416 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 9,159
Change-9,159 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 9,101
Change-9,101 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 8,934
Change-8,934 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 8,867
Change-8,867 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 8,858
Change-8,858 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 8,837
Change-8,837 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 8,770
Change-8,770 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 8,723
Change-8,723 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 8,705
Change-8,705 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 8,612
Change-8,612 (-100%)
Value—
Brave Asset Management Inc
N/A
Shares— from 8,379
Change-8,379 (-100%)
Value—
Painted Porch Advisors LLC
N/A
Shares— from 8,342
Change-8,342 (-100%)
Value—
Mufg Securities Americas Inc.
N/A
Shares— from 8,302
Change-8,302 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 8,216
Change-8,216 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 8,063
Change-8,063 (-100%)
Value—
Knollwood Investment Advisory, LLC
N/A
Shares— from 8,018
Change-8,018 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 8,008
Change-8,008 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 7,869
Change-7,869 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 7,798
Change-7,798 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 7,724
Change-7,724 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 7,710
Change-7,710 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 7,708
Change-7,708 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 7,632
Change-7,632 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 7,525
Change-7,525 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 7,500
Change-7,500 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 7,494
Change-7,494 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 7,324
Change-7,324 (-100%)
Value—
Kentucky Retirement Systems Insurance Trust Fund
N/A
Shares— from 7,302
Change-7,302 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 7,248
Change-7,248 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 7,133
Change-7,133 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 7,046
Change-7,046 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 7,028
Change-7,028 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 7,019
Change-7,019 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 6,957
Change-6,957 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 6,820
Change-6,820 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 6,558
Change-6,558 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 6,424
Change-6,424 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 6,351
Change-6,351 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 6,277
Change-6,277 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 6,190
Change-6,190 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 6,092
Change-6,092 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 6,038
Change-6,038 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 5,986
Change-5,986 (-100%)
Value—
AR Asset Management Inc
N/A
Shares— from 5,960
Change-5,960 (-100%)
Value—
Godshalk Welsh Capital Management, Inc.
N/A
Shares— from 5,935
Change-5,935 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 5,890
Change-5,890 (-100%)
Value—
RD Lewis Holdings, Inc.
N/A
Shares— from 5,819
Change-5,819 (-100%)
Value—
Connors Investor Services Inc
N/A
Shares— from 5,800
Change-5,800 (-100%)
Value—
Atom Investors LP
N/A
Shares— from 5,724
Change-5,724 (-100%)
Value—
Havemeyer Place LP
N/A
Shares— from 5,720
Change-5,720 (-100%)
Value—
Prudential PLC
N/A
Shares— from 5,665
Change-5,665 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 5,648
Change-5,648 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 5,479
Change-5,479 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 5,461
Change-5,461 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 5,459
Change-5,459 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 5,417
Change-5,417 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 5,401
Change-5,401 (-100%)
Value—
Commerzbank Aktiengesellschaft
N/A
Shares— from 5,383
Change-5,383 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 5,217
Change-5,217 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 5,020
Change-5,020 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 4,910
Change-4,910 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 4,799
Change-4,799 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 4,592
Change-4,592 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 4,572
Change-4,572 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 4,499
Change-4,499 (-100%)
Value—
Entropy Technologies, LP
N/A
Shares— from 4,471
Change-4,471 (-100%)
Value—
Marietta Investment Partners LLC
N/A
Shares— from 4,396
Change-4,396 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 4,291
Change-4,291 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 4,148
Change-4,148 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 4,143
Change-4,143 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 4,051
Change-4,051 (-100%)
Value—
Lionhunter Capital Management, LLC
N/A
Shares— from 4,009
Change-4,009 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 4,005
Change-4,005 (-100%)
Value—
Ceeto Capital Group, LLC
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 3,996
Change-3,996 (-100%)
Value—
Sound Capital Solutions LLC
N/A
Shares— from 3,991
Change-3,991 (-100%)
Value—
Optimize Financial Inc.
N/A
Shares— from 3,991
Change-3,991 (-100%)
Value—
Chancellor Financial Group WB LP
N/A
Shares— from 3,920
Change-3,920 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 3,898
Change-3,898 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 3,894
Change-3,894 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 3,860
Change-3,860 (-100%)
Value—
Twin Capital Management Inc
N/A
Shares— from 3,859
Change-3,859 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 3,773
Change-3,773 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 3,729
Change-3,729 (-100%)
Value—
Rodgers Brothers Inc.
N/A
Shares— from 3,727
Change-3,727 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 3,702
Change-3,702 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 3,684
Change-3,684 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 3,670
Change-3,670 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 3,659
Change-3,659 (-100%)
Value—
Quantitative Investment Management, LLC
N/A
Shares— from 3,656
Change-3,656 (-100%)
Value—
Unifi Asset Management LP
N/A
Shares— from 3,610
Change-3,610 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 3,548
Change-3,548 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 3,529
Change-3,529 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 3,501
Change-3,501 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 3,484
Change-3,484 (-100%)
Value—
Paragon Financial Partners, Inc.
N/A
Shares— from 3,466
Change-3,466 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 3,427
Change-3,427 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 3,371
Change-3,371 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 3,357
Change-3,357 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 3,333
Change-3,333 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 3,250
Change-3,250 (-100%)
Value—
Simmons Bank
N/A
Shares— from 3,245
Change-3,245 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 3,241
Change-3,241 (-100%)
Value—
Palisades Hudson Asset Management, L.P.
N/A
Shares— from 3,223
Change-3,223 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 3,213
Change-3,213 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 3,194
Change-3,194 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 3,186
Change-3,186 (-100%)
Value—
Groupama Asset Managment
N/A
Shares— from 3,084
Change-3,084 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 3,064
Change-3,064 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 3,052
Change-3,052 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 3,007
Change-3,007 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Bayesian Capital Management, LP
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 2,960
Change-2,960 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 2,936
Change-2,936 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 2,914
Change-2,914 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 2,891
Change-2,891 (-100%)
Value—
Elk River Wealth Management LLC
N/A
Shares— from 2,860
Change-2,860 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 2,855
Change-2,855 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 2,843
Change-2,843 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 2,815
Change-2,815 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 2,720
Change-2,720 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 2,719
Change-2,719 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 2,708
Change-2,708 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 2,603
Change-2,603 (-100%)
Value—
Bristlecone Value Partners, LLC
N/A
Shares— from 2,584
Change-2,584 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 2,574
Change-2,574 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 2,545
Change-2,545 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 2,544
Change-2,544 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 2,530
Change-2,530 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 2,512
Change-2,512 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 2,496
Change-2,496 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 2,475
Change-2,475 (-100%)
Value—
Pacific Point Advisors, LLC
N/A
Shares— from 2,445
Change-2,445 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 2,443
Change-2,443 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 2,435
Change-2,435 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 2,392
Change-2,392 (-100%)
Value—
44 Wealth Management LLC
N/A
Shares— from 2,387
Change-2,387 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 2,341
Change-2,341 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 2,332
Change-2,332 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 2,322
Change-2,322 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 2,312
Change-2,312 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 2,300
Change-2,300 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 2,296
Change-2,296 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 2,275
Change-2,275 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 2,254
Change-2,254 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 2,249
Change-2,249 (-100%)
Value—
Iron Gate Global Advisors LLC
N/A
Shares— from 2,192
Change-2,192 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 2,191
Change-2,191 (-100%)
Value—
Blueshift Asset Management, LLC
N/A
Shares— from 2,153
Change-2,153 (-100%)
Value—
US Asset Management LLC
N/A
Shares— from 2,143
Change-2,143 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 2,136
Change-2,136 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 2,070
Change-2,070 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 2,066
Change-2,066 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 2,058
Change-2,058 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 2,056
Change-2,056 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 2,050
Change-2,050 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 2,048
Change-2,048 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 2,043
Change-2,043 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 2,027
Change-2,027 (-100%)
Value—
Graver Capital Management, LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 1,985
Change-1,985 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 1,965
Change-1,965 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 1,954
Change-1,954 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 1,938
Change-1,938 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 1,934
Change-1,934 (-100%)
Value—
Fora Capital, LLC
N/A
Shares— from 1,923
Change-1,923 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 1,918
Change-1,918 (-100%)
Value—
Capital & Planning, LLC
N/A
Shares— from 1,879
Change-1,879 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 1,844
Change-1,844 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,820
Change-1,820 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 1,818
Change-1,818 (-100%)
Value—
AlphaGrep UK Ltd
N/A
Shares— from 1,807
Change-1,807 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 1,798
Change-1,798 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 1,780
Change-1,780 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 1,773
Change-1,773 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 1,770
Change-1,770 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 1,764
Change-1,764 (-100%)
Value—
Beck Mack & Oliver LLC
N/A
Shares— from 1,760
Change-1,760 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 1,729
Change-1,729 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 1,713
Change-1,713 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 1,704
Change-1,704 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 1,699
Change-1,699 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 1,693
Change-1,693 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 1,665
Change-1,665 (-100%)
Value—
Dover Advisors, LLC
N/A
Shares— from 1,641
Change-1,641 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 1,636
Change-1,636 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 1,625
Change-1,625 (-100%)
Value—
Bolthouse Investments, LLC
N/A
Shares— from 1,625
Change-1,625 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 1,619
Change-1,619 (-100%)
Value—
Catalyst Funds Management Pty Ltd
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 1,579
Change-1,579 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 1,566
Change-1,566 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 1,564
Change-1,564 (-100%)
Value—
Requisite Capital Management, LLC
N/A
Shares— from 1,559
Change-1,559 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 1,513
Change-1,513 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 1,511
Change-1,511 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Broyhill Asset Management, LLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 1,495
Change-1,495 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 1,494
Change-1,494 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 1,485
Change-1,485 (-100%)
Value—
Sagewood Asset Management LP
N/A
Shares— from 1,445
Change-1,445 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 1,444
Change-1,444 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 1,430
Change-1,430 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 1,411
Change-1,411 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 1,404
Change-1,404 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 1,404
Change-1,404 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 1,392
Change-1,392 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 1,361
Change-1,361 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 1,360
Change-1,360 (-100%)
Value—
Atalanta Sosnoff Capital, LLC
N/A
Shares— from 1,350
Change-1,350 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 1,339
Change-1,339 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 1,325
Change-1,325 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 1,322
Change-1,322 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 1,320
Change-1,320 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 1,320
Change-1,320 (-100%)
Value—
Westbourne Investments, Inc.
N/A
Shares— from 1,315
Change-1,315 (-100%)
Value—
Rather & Kittrell, Inc.
N/A
Shares— from 1,306
Change-1,306 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 1,302
Change-1,302 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 1,278
Change-1,278 (-100%)
Value—
Fortune Financial Advisors, LLC
N/A
Shares— from 1,265
Change-1,265 (-100%)
Value—
East Coast Asset Management, Llc.
N/A
Shares— from 1,263
Change-1,263 (-100%)
Value—
Windward Capital Management Co
N/A
Shares— from 1,260
Change-1,260 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 1,257
Change-1,257 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 1,230
Change-1,230 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 1,209
Change-1,209 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 1,101
Change-1,101 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 1,085
Change-1,085 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 1,078
Change-1,078 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 1,070
Change-1,070 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 1,009
Change-1,009 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 942
Change-942 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 938
Change-938 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 912
Change-912 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 878
Change-878 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 868
Change-868 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 861
Change-861 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 824
Change-824 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 803
Change-803 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 800
Change-800 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 780
Change-780 (-100%)
Value—
Cyber Hornet ETFs LLC
N/A
Shares— from 753
Change-753 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 747
Change-747 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 684
Change-684 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 670
Change-670 (-100%)
Value—
NI Acquisitions Company, LLC
N/A
Shares— from 633
Change-633 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 609
Change-609 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 600
Change-600 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 467
Change-467 (-100%)
Value—
Quarry LP
N/A
Shares— from 430
Change-430 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 416
Change-416 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 414
Change-414 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 409
Change-409 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 402
Change-402 (-100%)
Value—
Core Alternative Capital
N/A
Shares— from 400
Change-400 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 380
Change-380 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 322
Change-322 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 322
Change-322 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 321
Change-321 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 321
Change-321 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 298
Change-298 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 293
Change-293 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 292
Change-292 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 274
Change-274 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 263
Change-263 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 261
Change-261 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 250
Change-250 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 250
Change-250 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 250
Change-250 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 244
Change-244 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 240
Change-240 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 239
Change-239 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 236
Change-236 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 229
Change-229 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 220
Change-220 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 182
Change-182 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 182
Change-182 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 171
Change-171 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 168
Change-168 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 140
Change-140 (-100%)
Value—
Groupe la Francaise
N/A
Shares— from 137
Change-137 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 136
Change-136 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 111
Change-111 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 106
Change-106 (-100%)
Value—
Financial Avengers, Inc.
N/A
Shares— from 105
Change-105 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 101
Change-101 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 98
Change-98 (-100%)
Value—
EFG International AG
N/A
Shares— from 92
Change-92 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 92
Change-92 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 91
Change-91 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 86
Change-86 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 85
Change-85 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 80
Change-80 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 79
Change-79 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 78
Change-78 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 76
Change-76 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 73
Change-73 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 66
Change-66 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 59
Change-59 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 57
Change-57 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 53
Change-53 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 40
Change-40 (-100%)
Value—
Altshuler Shaham Ltd
N/A
Shares— from 29
Change-29 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 27
Change-27 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 27
Change-27 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 23
Change-23 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 20
Change-20 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 19
Change-19 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 17
Change-17 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 10
Change-10 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 7
Change-7 (-100%)
Value—
Broadwater Capital Management LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 5
Change-5 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 2
Change-2 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 2
Change-2 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Geode Capital Management, LLC
INCREASED8,408,8828,371,753+37,129+0%$1.3B$1.2B-$190.5M2026-11-06
Bank of New York Mellon Corp
DECREASED1,714,5261,747,978-33,452-2%$279.4M$233.8M-$45.7M2026-11-05
Sustainable Growth Advisers, LP
DECREASED1,516,3032,498,040-981,737-39%$399.3M$206.7M-$192.6M2026-10-15
Deutsche Bank Ag\
DECREASED1,052,9941,227,576-174,582-14%$196.2M$143.6M-$52.7M2026-11-06
Dimensional Fund Advisors LP
DECREASED1,049,2621,054,862-5,600-1%$168.6M$143.1M-$25.5M2026-11-04
Amundi
DECREASED998,6981,124,462-125,764-11%$179.8M$136.2M-$43.6M2026-11-06
DekaBank Deutsche Girozentrale
INCREASED716,778636,355+80,423+13%$98.6K$98.8K+$2012026-10-27
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED714,057667,994+46,063+7%$106.8M$97.4M-$9.4M2026-11-05
Citigroup Inc
DECREASED714,055797,993-83,938-11%$127.6M$97.4M-$30.2M2026-11-04
Sumitomo Mitsui Trust Group, Inc.
DECREASED646,989669,021-22,032-3%$106.9M$88.2M-$18.7M2026-10-29
AMF Tjanstepension AB
UNCHANGED579,067579,06700%$92.6M$78.9M-$13.6M2026-10-22
Virginia Retirement Systems ET Al
DECREASED544,278623,178-78,900-13%$99.6M$74.2M-$25.4M2026-10-28
Assenagon Asset Management S.A.
INCREASED424,539202,351+222,188+110%$32.3M$57.9M+$25.5M2026-10-15
Fort Washington Investment Advisors Inc
INCREASED352,416349,006+3,410+1%$55.8M$48.0M-$7.7M2026-10-15
Barclays PLC
DECREASED349,7001,014,232-664,532-66%$162.1M$47.7M-$114.5M2026-11-06
Russell Investments Group, Ltd.
DECREASED343,995532,500-188,505-35%$85.1M$46.9M-$38.1M2026-11-06
Principal Financial Group Inc
DECREASED305,977328,332-22,355-7%$52.5M$41.7M-$10.8M2026-11-02
Retirement Systems of Alabama
DECREASED294,065423,392-129,327-31%$67.7M$40.1M-$27.6M2026-11-04
Bank of Montreal
DECREASED285,267342,855-57,588-17%$54.8M$38.9M-$15.9M2026-11-09
LPL Financial LLC
INCREASED276,969270,794+6,175+2%$43.3M$37.8M-$5.5M2026-11-06
Anchor Capital Advisors LLC
DECREASED257,003272,698-15,695-6%$43.6M$35.0M-$8.6M2026-11-05
Fifth Third Bancorp
DECREASED251,565253,646-2,081-1%$40.5M$34.3M-$6.2M2026-11-05
PNC Financial Services Group, Inc.
DECREASED239,475241,656-2,181-1%$38.6M$32.7M-$6.0M2026-11-06
ZWJ Investment Counsel Inc
INCREASED226,562212,440+14,122+7%$34.0M$30.9M-$3.1M2026-10-15
New York State Teachers Retirement System
DECREASED221,984228,133-6,149-3%$36.5M$30.3K-$36.4M2026-10-22
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED200,773216,330-15,557-7%$34.6M$27.4M-$7.2M2026-10-15
Arbejdsmarkedets Tillaegspension
DECREASED178,500187,800-9,300-5%$30.0M$24.3M-$5.7M2026-10-30
Swedbank AB
DECREASED174,352175,019-6670%$28.0M$23.8M-$4.2M2026-10-27
Aberdeen Group plc
DECREASED165,550238,554-73,004-31%$38.1M$14.7M-$23.4M2026-11-06
Wealth Enhancement Advisory Services, LLC
DECREASED160,550216,796-56,246-26%$21.9M$21.3M-$549.2K2026-10-13
Asset Management One Co., Ltd.
INCREASED151,543149,670+1,873+1%$23.9M$20.7M-$3.3M2026-10-27
Ninety One UK Ltd
UNCHANGED150,160150,16000%$24.0M$20.5M-$3.5M2026-10-15
Pictet Asset Management Holding SA
DECREASED146,492151,562-5,070-3%$24.2M$20.0M-$4.3M2026-11-03
Creative Planning
INCREASED144,937142,118+2,819+2%$22.7M$19.8M-$3.0M2026-11-02
Cohen Klingenstein LLC
UNCHANGED144,870144,87000%$23.2M$19.8M-$3.4M2026-10-15
Markel Group Inc.
DECREASED142,059245,213-103,154-42%$39.2M$19.4M-$19.8M2026-10-30
Danske Bank A/S
DECREASED128,738228,223-99,485-44%$36.5M$17.6M-$18.9M2026-11-09
CIBC Asset Management Inc
INCREASED126,837125,074+1,763+1%$20.0M$17.3M-$2.7M2026-11-05
Swiss Life Asset Management Ltd
INCREASED114,52780,356+34,171+43%$12.8M$15.6M+$2.8M2026-11-03
MacKenzie Financial Corp
DECREASED111,687120,533-8,846-7%$19.3M$15.2M-$4.0M2026-11-02
Nisa Investment Advisors, LLC
DECREASED108,362110,361-1,999-2%$17.6M$14.8M-$2.9M2026-10-20
Heritage Investors Management Corp
DECREASED105,294107,515-2,221-2%$17.2M$14.4K-$17.2M2026-10-29
PBU - The Pension Fund of Early Childhood & Youth Educators
INCREASED99,38390,735+8,648+10%$14.5M$13.5M-$955.0K2026-11-06
Nykredit A/S
DECREASED96,35098,868-2,518-3%$15.8M$13.1M-$2.7M2026-11-06
US Bancorp \de\
DECREASED94,79198,233-3,442-3%$15.7M$12.9M-$2.8M2026-11-05
Mirae Asset Global Investments Co., Ltd.
INCREASED94,20590,697+3,508+4%$14.5M$12.8M-$1.7M2026-11-03
Lansforsakringar Fondforvaltning AB (publ)
INCREASED90,67884,033+6,645+8%$13.4M$12.4M-$1.1M2026-11-09
State of New Jersey Common Pension Fund D
INCREASED88,24887,916+332+0%$14.1M$12.0M-$2.0M2026-11-05
Fisher Asset Management, LLC
INCREASED85,25471,901+13,353+19%$11.5M$11.6M+$129.5K2026-11-06
Truist Financial Corp
DECREASED85,19587,094-1,899-2%$13.9M$11.6M-$2.3M2026-10-30
SEB Asset Management AB
DECREASED82,278175,997-93,719-53%$28.1M$11.2M-$16.9M2026-11-04
Mn Services Vermogensbeheer B.V.
UNCHANGED80,08880,08800%$12.8M$10.9K-$12.8M2026-10-08
Czech National Bank
DECREASED78,41178,452-410%$12.5M$10.7M-$1.9M2026-10-13
Arizona State Retirement System
DECREASED75,27679,256-3,980-5%$12.7M$10.3M-$2.4M2026-11-03
UniSuper Management Pty Ltd
INCREASED71,61656,638+14,978+26%$9.1M$9.8M+$710.0K2026-10-26
Commonwealth Equity Services, LLC
DECREASED69,26470,913-1,649-2%$11.3M$9.4M-$1.9M2026-11-02
State of Michigan Retirement System
DECREASED68,61470,614-2,000-3%$11.3M$9.4M-$1.9M2026-10-27
Illinois Municipal Retirement Fund
DECREASED65,72369,693-3,970-6%$11.1M$9.0M-$2.2M2026-11-05
ASR Vermogensbeheer N.V.
DECREASED63,01163,063-520%$10.1M$8.6M-$1.5M2026-10-16
IFM Investors Pty Ltd
DECREASED61,57562,875-1,300-2%$10.1M$8.4M-$1.7M2026-10-14
Xponance LLC
INCREASED61,36559,837+1,528+3%$9.6M$8.4M-$1.2M2026-11-03
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
NEW60,293—+60,293——$8.2M—2026-11-03
Handelsbanken Fonder AB
DECREASED58,79259,546-754-1%$9.5K$8.0K-$1.5K2026-11-09
KBC Group NV
INCREASED56,94753,792+3,155+6%$8.6M$7.8K-$8.6M2026-10-22
Daiwa Securities Group Inc.
DECREASED54,40054,970-570-1%$8.8M$7.4M-$1.4M2026-10-29
M&G Plc
NEW53,797—+53,797——$7.3M—2026-11-04
Jacobs & Co
INCREASED52,61651,501+1,115+2%$8.2K$7.2K-$1.1K2026-10-09
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED51,53252,992-1,460-3%$8.5M$7.0M-$1.4M2026-10-19
Neos Investment Management LLC
INCREASED51,05945,379+5,680+13%$7.3M$7.0M-$292.9K2026-11-04
Rakuten Investment Management, Inc.
INCREASED49,16045,127+4,033+9%$7.1M$6.8M-$370.1K2026-10-30
Amalgamated Bank
DECREASED49,13350,309-1,176-2%$8.0M$6.7K-$8.0M2026-10-23
Eurizon Capital SGR S.p.A.
INCREASED48,65645,955+2,701+6%$7.3M$6.6M-$694.0K2026-11-06
Channing Capital Management, LLC
NEW45,667—+45,667——$6.2M—2026-11-02
Tritonpoint Wealth, LLC
DECREASED44,06944,122-530%$7.1M$6.0M-$1.0M2026-10-19
Danica Pension, Livsforsikringsaktieselskab
UNCHANGED43,49343,49300%$7.0M$5.9M-$1.0M2026-11-09
PFA Pension, Forsikringsaktieselskab
DECREASED42,864263,041-220,177-84%$42.0M$5.8M-$36.2M2026-11-06
ProShare Advisors LLC
INCREASED41,98241,871+111+0%$6.7M$5.7M-$969.7K2026-10-29
Silvant Capital Management LLC
INCREASED41,5028,975+32,527+362%$1.4M$5.7M+$4.2M2026-11-09
Police & Firemen's Retirement System of New Jersey
DECREASED40,81340,864-510%$6.5M$5.6M-$968.1K2026-11-09
New York Life Investment Management LLC
DECREASED40,63541,051-416-1%$6.6M$5.5M-$1.0M2026-11-04
Sumitomo Mitsui DS Asset Management Company, Ltd
UNCHANGED39,27939,27900%$6.3M$5.4M-$923.8K2026-10-20
Cambridge Investment Research Advisors, Inc.
INCREASED38,08833,110+4,978+15%$5.3M$5.2K-$5.3M2026-11-02
B. Metzler seel. Sohn & Co. AG
INCREASED38,05523,483+14,572+62%$3.8M$5.2M+$1.4M2026-10-30
Alps Advisors Inc
INCREASED37,06025,710+11,350+44%$4.1M$5.1M+$942.8K2026-11-03
Raiffeisen Bank International AG
INCREASED36,17931,181+4,998+16%$4.9M$5.0M+$48.9K2026-10-28
Ketron Financial
DECREASED34,67834,733-550%$5.6M$4.7M-$824.4K2026-11-09
Mutual of America Capital Management LLC
DECREASED34,17734,723-546-2%$5.6M$4.7M-$891.1K2026-10-23
Pavion Blue Capital, LLC
DECREASED34,00336,407-2,404-7%$5.8M$4.6M-$1.2M2026-11-05
Oregon Public Employees Retirement Fund
DECREASED33,52533,872-347-1%$5.4M$4.6M-$844.0K2026-10-30
State of Alaska, Department of Revenue
DECREASED33,27034,421-1,151-3%$5.5M$4.5K-$5.5M2026-10-15
Wealthfront Advisers LLC
DECREASED32,72539,074-6,349-16%$6.2M$4.5M-$1.8M2026-11-09
YHB Investment Advisors, Inc.
DECREASED32,69733,433-736-2%$5.3M$4.5M-$886.7K2026-10-08
Nordea Investment Management AB
INCREASED32,45530,657+1,798+6%$4.9M$4.5M-$394.9K2026-11-09
Intech Investment Management LLC
INCREASED32,19019,105+13,085+68%$3.1M$4.4M+$1.3M2026-11-09
SouthState Bank Corp
DECREASED31,86932,255-386-1%$5.2M$4.3M-$811.3K2026-11-09
ABN Amro Investment Solutions
INCREASED31,35627,601+3,755+14%$4.4M$4.3M-$137.2K2026-10-21
OP Asset Management Ltd
INCREASED30,64629,488+1,158+4%$4.7M$4.2M-$535.7K2026-11-05
Generali Asset Management SPA SGR
INCREASED30,03529,423+612+2%$4.7M$4.1M-$608.6K2026-10-26
Iowa State Bank
DECREASED28,26230,489-2,227-7%$4.9M$3.9M-$1.0M2026-10-06
Atria Investments, Inc
INCREASED26,27926,029+250+1%$4.2M$3.6M-$578.2K2026-10-15
Lipe & Dalton
UNCHANGED25,83225,83200%$4.1K$3.5K-$6082026-10-15
Kestra Advisory Services, LLC
INCREASED25,44624,834+612+2%$4.0M$3.5M-$500.7K2026-11-02
Searle & Co.
DECREASED25,44026,940-1,500-6%$4.3M$3.5M-$838.1K2026-11-04
D.A. Davidson & Co.
INCREASED24,29324,127+166+1%$3.9M$3.3M-$544.8K2026-10-28
iA Global Asset Management Inc.
INCREASED23,90722,475+1,432+6%$3.6M$3.3K-$3.6M2026-10-29
Yousif Capital Management, LLC
INCREASED23,31323,124+189+1%$3.7M$3.2M-$518.1K2026-10-22
Enterprise Financial Services Corp
INCREASED23,03223,019+13+0%$3.7M$3.1M-$539.7K2026-11-03
Cullinan Associates Inc
DECREASED22,90823,306-398-2%$3.7M$3.1M-$602.4K2026-11-03
Mizuho Securities USA LLC
INCREASED22,27721,578+699+3%$3.4M$3.4M-$34.2K2026-11-09
Linscomb Wealth, Inc.
DECREASED22,06622,495-429-2%$3.6M$3.0M-$587.5K2026-11-05
First Citizens Bank & Trust Co
DECREASED21,01824,859-3,841-15%$4.0M$2.9M-$1.1M2026-10-14
Gulf International Bank (UK) Ltd
UNCHANGED21,01821,01800%$3.4M$2.9K-$3.4M2026-10-20
Davenport & Co LLC
DECREASED20,73021,016-286-1%$3.4M$2.8M-$533.4K2026-10-14
AlphaCore Capital LLC
INCREASED20,67410,947+9,727+89%$1.8M$2.8M+$1.1M2026-11-04
PCG Asset Management, LLC
NEW20,057—+20,057——$2.7M—2026-11-05
Horrell Capital Management, Inc.
DECREASED19,99820,864-866-4%$3.3M$2.7M-$608.8K2026-10-08
Everett Harris & Co
DECREASED19,81419,914-1000%$3.2M$2.7M-$482.0K2026-10-28
Candriam S.C.A.
UNCHANGED19,79519,79500%$3.2M$2.7M-$452.7K2026-11-03
Mindset Wealth Management, LLC
INCREASED19,67519,660+15+0%$3.1M$2.7M-$460.4K2026-10-19
AIA Group Ltd
DECREASED19,23928,938-9,699-34%$4.6M$2.6M-$2.0M2026-10-30
HB Wealth Management, LLC
INCREASED19,06114,530+4,531+31%$2.3M$2.6M+$276.0K2026-10-23
Cassaday & Co Wealth Management LLC
UNCHANGED19,04719,04700%$3.0M$2.6M-$448.0K2026-10-27
ICW Investment Advisors LLC
DECREASED18,96619,254-288-1%$3.1M$2.6M-$492.0K2026-10-27
Towne Trust Company, N.a
INCREASED18,64317,463+1,180+7%$2.8M$2.5M-$249.8K2026-10-28
Strengthening Families & Communities, LLC
INCREASED18,43818,405+33+0%$2.9M$2.5M-$428.4K2026-10-21
Salem Investment Counselors Inc
INCREASED18,41918,417+2+0%$2.9M$2.5M-$432.9K2026-10-13
Procyon Advisors, LLC
INCREASED18,39714,973+3,424+23%$2.4M$2.5M+$114.6K2026-10-21
AGF Management LTD
DECREASED18,37419,490-1,116-6%$3.1M$2.5M-$610.6K2026-11-03
Eukles Asset Management
DECREASED18,26218,341-790%$2.9M$2.5M-$442.2K2026-11-04
Lido Advisors, LLC
DECREASED18,23118,662-431-2%$3.0M$2.5M-$498.0K2026-11-04
BI Asset Management Fondsmaeglerselskab A/S
INCREASED18,22917,906+323+2%$2.9M$2.5K-$2.9M2026-10-22
Achmea Investment Management B.V.
NEW17,825—+17,825——$2.4M—2026-10-30
Merit Financial Group, LLC
INCREASED17,75517,476+279+2%$2.8M$2.4M-$372.9K2026-11-06
Savant Capital, LLC
DECREASED17,30431,356-14,052-45%$4.9M$2.4M-$2.6M2026-11-06
Ag2r LA Mondiale Gestion D'actifs
INCREASED17,20612,707+4,499+35%$2.0M$2.3M+$314.5K2026-10-26
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED17,16417,16400%$2.7M$2.7M$02026-10-15
Burns J W & Co Inc
DECREASED16,96717,526-559-3%$2.8M$2.3M-$488.4K2026-10-20
Glenview Trust Co
INCREASED16,87816,861+17+0%$2.7M$2.3M-$394.3K2026-10-28
Maryland State Retirement & Pension System
INCREASED16,79314,946+1,847+12%$2.4M$2.3M-$99.7K2026-11-05
Family Capital Trust Co
UNCHANGED16,48316,48300%$2.6M$2.2M-$387.7K2026-10-22
Concurrent Investment Advisors, LLC
INCREASED16,31010,814+5,496+51%$1.7M$2.2M+$494.9K2026-10-16
Churchill Financial Advisors, LLC
DECREASED15,53416,358-824-5%$2.6M$2.1M-$497.1K2026-10-20
Fideuram Asset Management (Ireland) dac
INCREASED15,47410,071+5,403+54%$1.5M$2.3M+$787.4K2026-10-29
Buckhead Capital Management LLC
DECREASED15,29415,862-568-4%$2.5M$2.1M-$450.5K2026-11-03
Keybank National Association
DECREASED14,97215,818-846-5%$2.5M$2.0M-$487.4K2026-11-04
Oppenheimer & Co Inc
INCREASED14,87614,713+163+1%$2.4M$2.0M-$323.8K2026-10-26
Crossmark Global Holdings, Inc.
DECREASED14,81514,896-81-1%$2.4M$2.0M-$361.4K2026-10-21
Hartford Investment Management Co
DECREASED14,63715,265-628-4%$2.4M$2.0M-$444.7K2026-11-04
Mill Capital Management, LLC
DECREASED14,49715,329-832-5%$2.5M$2.0M-$474.0K2026-10-26
Central Trust Co
DECREASED14,42715,030-603-4%$2.4M$2.0M-$435.7K2026-11-05
Third View Private Wealth, LLC
DECREASED14,40315,198-795-5%$2.4M$2.0M-$465.8K2026-10-30
Wedbush Securities Inc
INCREASED13,99413,634+360+3%$2.2M$1.9K-$2.2M2026-10-22
Allworth Financial LP
INCREASED13,97512,786+1,189+9%$2.0M$2.2M+$190.1K2026-11-06
New Mexico Educational Retirement Board
UNCHANGED13,77213,77200%$2.2M$1.9K-$2.2M2026-11-05
Exchange Traded Concepts, LLC
DECREASED13,50517,747-4,242-24%$2.8M$1.8M-$995.8K2026-10-28
Louisiana State Employees Retirement System
DECREASED13,40014,100-700-5%$2.3M$1.8M-$427.1K2026-10-20
Coastline Trust Co
DECREASED13,22913,244-150%$2.1M$1.8M-$313.5K2026-10-01
WBH Advisory Inc
DECREASED13,04613,421-375-3%$2.1M$1.8M-$366.8K2026-11-05
Bessemer Group Inc
DECREASED12,97522,356-9,381-42%$3.6M$1.8K-$3.6M2026-11-09
Allspring Global Investments Holdings, LLC
INCREASED12,74512,222+523+4%$2.0M$1.7M-$232.8K2026-11-04
Chicago Capital, LLC
UNCHANGED12,67212,67200%$2.0M$1.7M-$298.1K2026-10-13
Williams Jones Wealth Management, Llc.
DECREASED12,62212,698-76-1%$2.0M$1.7M-$309.0K2026-11-05
V-Square Quantitative Management LLC
INCREASED12,29411,239+1,055+9%$1.8M$1.7M-$120.5K2026-10-15
Cadent Capital Advisors, LLC
INCREASED12,23912,235+4+0%$2.0M$1.7M-$287.2K2026-10-09
Cypress Asset Management Inc
DECREASED12,18012,528-348-3%$2.0M$1.7M-$342.1K2026-10-09
Burney Co/
DECREASED12,04214,123-2,081-15%$2.3M$1.6M-$616.0K2026-10-15
Personal CFO Solutions, LLC
DECREASED11,98112,090-109-1%$1.9M$1.6M-$299.3K2026-11-06
Westwind Capital
DECREASED11,92112,079-158-1%$1.9K$1.6K-$3062026-10-08
Sterling Capital Management LLC
DECREASED11,89112,666-775-6%$2.0M$1.6M-$403.6K2026-10-22
Letson Investment Management, Inc.
INCREASED11,76010,460+1,300+12%$1.7M$1.6M-$68.8K2026-11-05
NorthCrest Asset Manangement, LLC
DECREASED11,51983,713-72,194-86%$13.6M$1.6M-$11.9M2026-10-13
Investment House LLC
DECREASED11,28514,836-3,551-24%$2.4M$1.5M-$833.1K2026-10-21
Global X Japan Co., Ltd.
DECREASED11,02113,159-2,138-16%$2.1M$1.5M-$601.0K2026-10-21
Avanza Fonder AB
UNCHANGED10,99410,99400%$1.8M$1.5M-$258.6K2026-10-13
E. Ohman J:or Asset Management AB
UNCHANGED10,99110,99100%$1.8M$1.5M-$258.5K2026-10-22
Bokf, NA
DECREASED10,81810,916-98-1%$1.7M$1.5M-$270.1K2026-10-27
Cascade Investment Advisors, Inc.
NEW10,810—+10,810——$1.5M—2026-11-02
Applied Finance Capital Management, LLC
DECREASED10,76012,562-1,802-14%$2.0M$1.5M-$541.1K2026-11-03
American National Bank & Trust
DECREASED10,72711,206-479-4%$1.8M$1.5M-$328.8K2026-10-07
United Bank
INCREASED10,6749,885+789+8%$1.6M$1.5M-$124.9K2026-11-06
Nilsine Partners, LLC
INCREASED10,63410,111+523+5%$1.6M$1.4M-$166.5K2026-11-02
MGO One Seven LLC
DECREASED10,55810,860-302-3%$1.7M$1.4M-$296.6K2026-10-28
Vise Technologies, Inc.
INCREASED10,1598,671+1,488+17%$1.4M$1.4M-$1.1K2026-10-29
Arrow Financial Corp
INCREASED10,1179,191+926+10%$1.5M$1.4M-$89.9K2026-10-26
North Star Investment Management Corp.
DECREASED9,99610,000-40%$1.6M$1.4M-$235.6K2026-10-27
Thrivent Financial for Lutherans
DECREASED9,93910,459-520-5%$1.7M$1.4K-$1.7M2026-11-05
Ervin Investment Management, LLC
UNCHANGED9,9229,92200%$1.6M$1.4M-$233.4K2026-10-23
Claro Advisors Inc.
INCREASED9,7549,380+374+4%$1.5M$1.3M-$169.6K2026-11-02
Brighton Jones LLC
INCREASED9,6379,395+242+3%$1.5M$1.3M-$188.0K2026-11-03
Capital Investment Advisors, LLC
DECREASED9,5129,825-313-3%$1.6M$1.3M-$273.8K2026-10-22
Citizens Financial Group Inc
DECREASED9,4459,901-456-5%$1.6M$1.3M-$295.1K2026-10-23
Farmers & Merchants Investments Inc
UNCHANGED9,3869,38600%$1.5M$1.3M-$220.8K2026-10-22
Clearstead Advisors, LLC
INCREASED9,3349,287+47+1%$1.5M$1.3M-$212.3K2026-11-06
Tokio Marine Asset Management Co LTD
INCREASED9,2799,099+180+2%$1.5M$1.3M-$189.5K2026-10-26
Mesirow Financial Investment Management, Inc.
DECREASED9,2059,316-111-1%$1.5M$1.3M-$234.2K2026-11-05
Perigon Wealth Management, LLC
DECREASED9,1129,241-129-1%$1.5M$1.2M-$235.0K2026-10-22
Signaturefd, LLC
INCREASED9,1058,595+510+6%$1.4M$1.2M-$132.6K2026-10-23
Wealth Enhancement Trust Services, Inc.
DECREASED9,0909,159-69-1%$1.5M$1.2M-$224.8K2026-10-07
Valeo Financial Advisors, LLC
INCREASED8,9228,882+40+0%$1.4M$1.2M-$203.4K2026-10-08
TritonPoint Partners, LLC
DECREASED8,92144,229-35,308-80%$7.1M$1.2M-$5.9M2026-11-05
Choreo, LLC
DECREASED8,8769,548-672-7%$1.5M$1.2M-$316.3K2026-10-28
Greenleaf Trust
DECREASED8,8039,406-603-6%$1.5M$1.2M-$303.4K2026-10-29
New Capital Management LP
UNCHANGED8,6628,66200%$1.4M$1.2M-$203.7K2026-10-29
J.W. Cole Advisors, Inc.
INCREASED8,5578,458+99+1%$1.4M$1.2M-$185.4K2026-11-05
North Dakota State Investment Board
INCREASED8,4658,289+176+2%$1.3M$1.2M-$171.0K2026-10-27
Midwest Trust Co
INCREASED8,4247,977+447+6%$1.3M$1.1M-$126.7K2026-10-22
Assetmark, Inc
INCREASED8,4157,688+727+9%$1.2M$1.1M-$81.7K2026-10-21
KMG Fiduciary Partners, LLC
DECREASED8,3828,404-220%$1.3M$1.1M-$200.7K2026-10-14
Evermay Wealth Management LLC
DECREASED8,2088,248-400%$1.3M$1.1M-$199.4K2026-11-05
Moody National Bank Trust Division
DECREASED8,0928,185-93-1%$1.3M$1.1M-$205.2K2026-10-06
IFP Advisors, Inc
DECREASED8,0528,127-75-1%$1.3M$1.1M-$201.4K2026-10-16
M Holdings Securities, Inc.
NEW8,051—+8,051——$1.3K—2026-11-03
Farther Finance Advisors, LLC
INCREASED7,9727,031+941+13%$1.1M$1.1M-$36.7K2026-10-08
Park Avenue Securities LLC
DECREASED7,9167,961-45-1%$1.3M$1.1K-$1.3M2026-10-26
LCM Capital Management Inc
DECREASED7,8627,983-121-2%$1.3M$1.1M-$204.3K2026-10-20
Coldstream Capital Management Inc
DECREASED7,8548,590-736-9%$1.4M$1.1M-$302.4K2026-11-09
Regions Financial Corp
DECREASED7,7787,883-105-1%$1.3M$1.1M-$199.7K2026-11-05
Trust Co of Toledo NA
DECREASED7,5788,335-757-9%$1.3M$1.0M-$299.2K2026-10-16
Forvis Mazars Wealth Advisors, LLC
INCREASED7,4817,479+2+0%$1.2M$1.0M-$175.6K2026-10-13
Gamma Investing LLC
INCREASED7,4747,336+138+2%$1.2M$1.0M-$153.7K2026-10-08
Interchange Capital Partners, LLC
DECREASED7,4607,955-495-6%$1.3M$1.0M-$254.6K2026-10-28
Larson Financial Group LLC
INCREASED7,4296,969+460+7%$1.1M$1.0M-$101.2K2026-11-05
Shakespeare Wealth Management, LLC
NEW7,421—+7,421——$1.0M—2026-10-28
Winthrop Capital Management, LLC
UNCHANGED7,3837,38300%$1.2M$1.0M-$173.4K2026-11-05
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
NEW7,356—+7,356——$1.0M—2026-10-22
Sepio Capital, LP
DECREASED7,2738,763-1,490-17%$1.4M$991.7K-$409.0K2026-10-22
Canandaigua National Bank & Trust Co
DECREASED7,2697,358-89-1%$1.2M$991.1K-$185.2K2026-10-07
Citizens & Northern Corp
INCREASED7,2657,052+213+3%$1.1M$990.5K-$136.8K2026-11-06
Squarepoint Ops LLC
DECREASED7,21213,067-5,855-45%$2.1M$983.3K-$1.1M2026-11-09
Securian Asset Management, Inc
DECREASED7,0897,297-208-3%$1.1M$966.5K-$112.9K2026-11-06
Simplicity Wealth,LLC
INCREASED6,9526,932+20+0%$1.1M$947.9K-$160.2K2026-10-23
Apella Capital, LLC
INCREASED6,8564,630+2,226+48%$775.5K$962.2K+$186.7K2026-10-08
Freestone Capital Holdings, LLC
INCREASED6,8061,857+4,949+267%$296.9K$927.9K+$631.0K2026-11-09
Kestra Private Wealth Services, LLC
DECREASED6,75812,561-5,803-46%$2.0M$921.5K-$1.1M2026-11-06
Ferguson Wellman Capital Management, Inc
UNCHANGED6,7456,74500%$1.1M$919.6K-$158.6K2026-10-05
Kepler Cheuvreux (Suisse) SA
DECREASED6,7107,595-885-12%$1.2M$914.8K-$299.3K2026-10-20
Mogy Joel R Investment Counsel Inc
UNCHANGED6,5806,58000%$1.1M$897.1K-$154.8K2026-10-13
Cross Staff Investments Inc
UNCHANGED6,5606,56000%$1.0M$894.4K-$154.3K2026-10-22
Moors & Cabot, Inc.
DECREASED6,5277,086-559-8%$1.1M$889.9K-$242.9K2026-11-06
Gibbs Wealth Management
INCREASED6,5244,956+1,568+32%$792.3K$889.5K+$97.2K2026-10-22
Biltmore Family Office, LLC
DECREASED6,4726,787-315-5%$1.1M$882.4K-$202.6K2026-11-03
Prospera Financial Services Inc
INCREASED6,3946,158+236+4%$984.9K$994.2K+$9.3K2026-11-04
Eastern Bank
DECREASED6,3726,421-49-1%$1.0M$868.8K-$157.7K2026-10-05
Griffin Asset Management, Inc.
DECREASED6,3296,709-380-6%$1.1M$862.9K-$209.6K2026-10-22
Schmidt P J Investment Management Inc
UNCHANGED6,2776,27700%$1.0M$855.8K-$147.6K2026-11-02
Apollon Wealth Management, LLC
DECREASED6,2756,283-80%$1.0M$855.6K-$148.8K2026-10-23
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED6,2556,274-190%$1.0M$852.8K-$150.1K2026-10-27
Globalt Investments LLC / GA
DECREASED6,22928,908-22,679-78%$4.6M$849.3K-$3.8M2026-10-27
Old National Bancorp
DECREASED6,2216,766-545-8%$1.1M$848.2K-$233.4K2026-10-20
Marks Group Wealth Management, Inc
DECREASED6,1768,064-1,888-23%$1.3M$842.1K-$447.1K2026-11-05
Parkside Financial Bank & Trust
DECREASED6,1306,175-45-1%$987.1K$835.8K-$151.4K2026-10-27
Mechanics Bank Trust Department
DECREASED6,1279,503-3,376-36%$1.5M$835.4K-$683.8K2026-10-13
Fifth Third Wealth Advisors LLC
INCREASED6,1255,958+167+3%$952.4K$835.1K-$117.4K2026-10-22
Canada Post Corp Registered Pension Plan
DECREASED6,08013,305-7,225-54%$2.1M$837.4K-$1.3M2026-11-09
Wilmington Savings Fund Society, FSB
DECREASED6,0707,420-1,350-18%$1.2M$827.6K-$358.6K2026-10-23
Smith Salley Wealth Management
INCREASED6,0245,732+292+5%$916.3K$821.3K-$95.0K2026-11-03
Oak Thistle LLC
DECREASED6,01111,001-4,990-45%$1.8M$819.5K-$939.1K2026-10-21
Ethic Inc.
INCREASED5,9185,683+235+4%$908.5K$806.8K-$101.7K2026-11-03
Tema Etfs LLC
INCREASED5,8845,797+87+2%$926.7K$802.2K-$124.5K2026-10-16
Leavell Investment Management, Inc.
INCREASED5,8705,578+292+5%$891.7K$800.3K-$91.4K2026-11-09
Indivisible Partners
INCREASED5,8554,249+1,606+38%$679.3K$798.2K+$118.9K2026-10-26
Kelman-Lazarov, Inc.
DECREASED5,7915,861-70-1%$937.0K$789.5K-$147.5K2026-11-09
Moody Lynn Lieberson & Walker, LLC
DECREASED5,7495,892-143-2%$941.9K$783.8K-$158.1K2026-10-14
Southland Equity Partners LLC
INCREASED5,6985,689+9+0%$909.4K$776.8K-$132.6K2026-10-14
Joel Isaacson & Co., LLC
DECREASED5,6835,815-132-2%$929.6K$774.8K-$154.8K2026-11-05
Kornitzer Capital Management Inc
INCREASED5,6354,635+1,000+22%$741.0K$768.3K+$27.3K2026-11-03
Confluence Wealth Services, Inc.
DECREASED5,6226,160-538-9%$984.7K$766.4K-$218.3K2026-11-05
Parthenon LLC
UNCHANGED5,6045,60400%$895.9K$764.0K-$131.8K2026-10-22
Ashton Thomas Securities, LLC
INCREASED5,5355,384+151+3%$860.0K$754.6K-$105.4K2026-10-26
Vontobel Holding Ltd.
INCREASED5,5225,015+507+10%$801.7K$752.9K-$48.8K2026-10-16
Money Concepts Capital Corp
INCREASED5,4725,461+11+0%$872.9K$746.0K-$126.9K2026-11-06
King Luther Capital Management Corp
UNCHANGED5,4535,45300%$871.7K$743.5K-$128.3K2026-11-05
Welch Group, LLC
DECREASED5,4375,458-210%$872.5K$741.3K-$131.2K2026-10-29
Plato Investment Management Ltd
DECREASED5,3655,408-43-1%$859.5K$734.3K-$125.2K2026-11-05
Avidian Wealth Enterprises, LLC
DECREASED5,3605,860-500-9%$936.8K$730.8K-$206.0K2026-10-08
Ninety One SA (PTY) Ltd
DECREASED5,22313,080-7,857-60%$2.1M$718.5K-$1.4M2026-10-15
Parsons Capital Management Inc
DECREASED5,1815,296-115-2%$846.6K$706.4K-$140.2K2026-10-28
Tower Trust & Investment Co
INCREASED5,1485,096+52+1%$814.6K$701.8K-$112.8K2026-10-28
Asset Dedication, LLC
DECREASED5,1395,632-493-9%$900.3K$700.7K-$199.7K2026-11-03
Meridian Wealth Management, LLC
DECREASED5,1255,450-325-6%$871.2K$698.7K-$172.5K2026-11-05
Strs Ohio
DECREASED5,1226,504-1,382-21%$1.0M$698.3K-$341.4K2026-10-30
Kenora Financial, LLC
UNCHANGED5,1105,11000%$817.0K$696.8K-$120.2K2026-10-20
Sowell Financial Services LLC
DECREASED5,1096,073-964-16%$970.9K$696.5K-$274.3K2026-10-23
Legacy Wealth Asset Management, LLC
DECREASED5,0565,181-125-2%$828.2K$689.3K-$138.9K2026-10-09
First National Bank & Trust Co of Newtown
DECREASED5,0475,151-104-2%$789.5K$784.3K-$5.2K2026-11-09
Axxcess Wealth Management, LLC
DECREASED4,9798,152-3,173-39%$1.3M$678.8K-$624.4K2026-10-21
Cullen T Bankers, Inc.
INCREASED4,9444,870+74+2%$778.5K$674.1K-$104.4K2026-10-28
Level Four Advisory Services, LLC
INCREASED4,9034,605+298+6%$736.3K$668.5K-$67.7K2026-11-06
Montag A & Associates Inc
UNCHANGED4,8854,88500%$780.9K$666.0K-$114.9K2026-10-29
Ironwood Financial, llc
UNCHANGED4,8514,85100%$784.3K$661.4K-$122.9K2026-10-20
Sigma Planning Corp
DECREASED4,8504,870-200%$778.5K$661.2K-$117.3K2026-10-23
Occidental Asset Management, LLC
INCREASED4,8364,305+531+12%$688.2K$659.3K-$28.9K2026-11-05
BAR Harbor Wealth Management
UNCHANGED4,8004,80000%$767.3K$654.4K-$112.9K2026-10-21
Modera Wealth Management, LLC
DECREASED4,7964,888-92-2%$781.4K$653.9K-$127.5K2026-10-28
VestGen Advisors, LLC
DECREASED4,7465,255-509-10%$840.0K$647.0K-$193.0K2026-10-27
Lakeshore Capital Group, Inc.
INCREASED4,6844,284+400+9%$684.8K$638.6K-$46.2K2026-10-20
Prime Capital Investment Advisors, LLC
DECREASED4,6535,100-447-9%$815.3K$634.4K-$180.9K2026-10-20
Washington Trust Co
INCREASED4,6054,572+33+1%$730.9K$627.8K-$103.1K2026-10-22
Abacus Planning Group, Inc.
DECREASED4,5585,096-538-11%$814.6K$621.4K-$193.2K2026-11-02
Parallel Advisors, LLC
DECREASED4,5474,878-331-7%$779.9K$620.0K-$159.9K2026-11-03
SVB Wealth LLC
INCREASED4,5193,461+1,058+31%$553.3K$616.2K+$62.9K2026-11-06
Portside Wealth Group, LLC
DECREASED4,4875,016-529-11%$801.9K$611.8K-$190.1K2026-10-20
Accurate Wealth Management, LLC
DECREASED4,4734,487-140%$733.8K$657.8K-$76.0K2026-10-20
Gateway Investment Advisers LLC
DECREASED4,3379,119-4,782-52%$1.5M$591.2K-$866.5K2026-10-13
Argent Trust Co
DECREASED4,2714,633-362-8%$740.6K$582.3K-$158.3K2026-11-09
Daymark Wealth Partners, LLC
INCREASED4,2054,035+170+4%$645.1K$573.3K-$71.8K2026-11-04
Harrell Investment Partners, LLC
DECREASED4,2024,235-33-1%$677.0K$572.9K-$104.1K2026-10-15
Venture Visionary Partners LLC
INCREASED4,2004,095+105+3%$654.7K$572.7K-$82.0K2026-10-07
Crestwood Advisors Group, LLC
DECREASED4,1425,121-979-19%$818.6K$564.7K-$253.9K2026-10-27
Arista Wealth Management, LLC
UNCHANGED4,1104,11000%$657.0K$560.4K-$96.7K2026-10-29
Independence Bank of Kentucky
DECREASED4,0495,029-980-19%$803.9K$552.0K-$251.9K2026-10-26
RFG Advisory, LLC
DECREASED4,0264,634-608-13%$740.8K$549.0K-$191.9K2026-11-03
Scott & Selber, Inc.
UNCHANGED4,0004,00000%$639.4K$545.4K-$94.1K2026-10-21
Richwood Investment Advisors, LLC
INCREASED3,9913,943+48+1%$630.3K$544.1K-$86.2K2026-10-30
Howland Capital Management LLC
DECREASED3,9804,226-246-6%$675.6K$542.6K-$132.9K2026-10-22
Wedmont Private Capital
DECREASED3,9704,296-326-8%$702.5K$567.7K-$134.8K2026-10-09
Cornerstone Advisors Asset Management, LLC
UNCHANGED3,9563,95600%$632.4K$539.4K-$93.0K2026-11-06
Alhambra Investment Management LLC
DECREASED3,9393,989-50-1%$637.6K$537.0K-$100.6K2026-10-15
Argos Wealth Advisors, LLC
UNCHANGED3,9073,90700%$624.6K$532.7K-$91.9K2026-11-02
Platform Technology Partners
DECREASED3,8873,927-40-1%$627.7K$529.9K-$97.8K2026-11-02
Brown, Lisle Ings, Inc.
DECREASED3,8633,924-61-2%$627.3K$526.7K-$100.6K2026-10-16
UMB Bank, n.a.
INCREASED3,8453,747+98+3%$599.0K$524.2K-$74.8K2026-11-06
Meyer Handelman Co
UNCHANGED3,8303,83000%$612.3K$522.2K-$90.1K2026-10-28
Kathmere Capital Management, LLC
DECREASED3,8174,897-1,080-22%$782.9K$520.5K-$262.4K2026-10-20
Independent Financial Group, LLC
DECREASED3,7844,669-885-19%$746.4K$515.9K-$230.6K2026-10-13
Legacy Financial Advisors, Inc.
DECREASED3,7743,913-139-4%$625.5K$514.6K-$111.0K2026-11-09
Caldwell Trust Co
UNCHANGED3,7483,74800%$599.2K$511.0K-$88.2K2026-10-30
Florida Trust Wealth Management Co
UNCHANGED3,7443,74400%$598.5K$510.5K-$88.1K2026-11-05
Ascent Group, LLC
DECREASED3,7396,738-2,999-45%$1.1M$509.8K-$567.4K2026-10-30
Diversified Trust Co
DECREASED3,7103,757-47-1%$600.6K$505.8K-$94.8K2026-11-06
Sather Financial Group Inc
UNCHANGED3,7003,70000%$591.5K$504.5K-$87.0K2026-10-30
McElhenny Sheffield Capital Management, LLC
INCREASED3,6333,545+88+2%$566.7K$495.3K-$71.4K2026-11-06
Koshinski Asset Management, Inc.
INCREASED3,6113,596+15+0%$574.8K$492.4K-$82.5K2026-10-29
Key FInancial Inc
UNCHANGED3,6073,60700%$576.6K$491.8K-$84.8K2026-11-02
Profund Advisors LLC
INCREASED3,6063,570+36+1%$570.7K$491.6K-$79.1K2026-10-29
Verdence Capital Advisors LLC
INCREASED3,6033,517+86+2%$562.2K$491.2K-$70.9K2026-10-26
Sprott Inc.
UNCHANGED3,6003,60000%$575.5K$490.8K-$84.7K2026-11-09
Radnor Capital Management, LLC
INCREASED3,5863,429+157+5%$548.2K$488.9K-$59.2K2026-10-23
Investment Partners, Ltd.
INCREASED3,5461,820+1,726+95%$290.9K$483.5K+$192.6K2026-10-29
Compound Planning, Inc.
DECREASED3,5454,662-1,117-24%$745.3K$483.4K-$262.0K2026-11-09
Quadrant Capital Group LLC
INCREASED3,5253,475+50+1%$555.5K$518.4K-$37.1K2026-10-20
Smithfield Trust Co
UNCHANGED3,5213,52100%$561.0K$482-$560.5K2026-11-09
Bahl & Gaynor LLC
INCREASED3,5073,407+100+3%$544.6K$478.1K-$66.5K2026-11-05
Frank, Rimerman Advisors LLC
DECREASED3,5044,604-1,100-24%$736.0K$477.7K-$258.3K2026-10-16
OpenArc Corporate Advisory, LLC
INCREASED3,4932,890+603+21%$462.0K$476.2K+$14.2K2026-10-21
Sagespring Wealth Partners, LLC
DECREASED3,4764,944-1,468-30%$790.3K$473.9K-$316.4K2026-10-22
Carnegie Investment Counsel
INCREASED3,4762,216+1,260+57%$354.3K$473.9K+$119.7K2026-10-20
Northern Financial Advisors Inc
DECREASED3,4683,989-521-13%$637.7K$472.8K-$164.9K2026-10-29
Kingswood Wealth Advisors, LLC
DECREASED3,4393,459-20-1%$553.0K$468.9K-$84.1K2026-10-23
S.A. Mason LLC
UNCHANGED3,4083,40800%$544.8K$464.6K-$80.2K2026-10-13
HUB Investment Partners, LLC
INCREASED3,4042,914+490+17%$465.8K$464.1K-$1.7K2026-11-03
Sterling Wealth Management, Inc.
UNCHANGED3,3873,38700%$541.4K$461.8K-$79.7K2026-10-23
Augustine Asset Management Inc
INCREASED3,3443,147+197+6%$503.1K$455.9K-$47.2K2026-10-13
Forbes J M & Co LLP
UNCHANGED3,3283,32800%$532.0K$453.7K-$78.3K2026-10-16
Naples Global Advisors, LLC
UNCHANGED3,3213,32100%$530.9K$452.8K-$78.1K2026-11-05
Congress Park Capital LLC
UNCHANGED3,3003,30000%$527.5K$449.9K-$77.6K2026-10-13
Plancorp, LLC
INCREASED3,2973,190+107+3%$515.8K$512.4K-$3.4K2026-11-03
Baker Tilly Wealth Management, LLC
INCREASED3,2813,279+2+0%$524.1K$447.3K-$76.8K2026-10-05
Grimes & Co Wealth Management, LLC
INCREASED3,2323,212+20+1%$513.5K$440.7K-$72.8K2026-10-29
Appleton Partners Inc
DECREASED3,2303,476-246-7%$556.0K$440-$555.6K2026-10-30
Elevation Point Wealth Partners, LLC
DECREASED3,2246,080-2,856-47%$971.9K$440.2K-$531.8K2026-11-05
Summit Place Financial Advisors, LLC
UNCHANGED3,2003,20000%$511.6K$436.3K-$75.3K2026-10-23
CX Institutional
DECREASED3,1203,232-112-3%$517$425-$922026-10-02
Relyea Zuckerberg Hanson LLC
DECREASED3,1113,394-283-8%$542.5K$424.1K-$118.4K2026-10-20
Trust Asset Management LLC
UNCHANGED3,0983,09800%$495.2K$422.4K-$72.9K2026-11-03
Kanawha Capital Management LLC
UNCHANGED3,0973,09700%$495.1K$422.2K-$72.8K2026-10-19
Lountzis Asset Management, LLC
DECREASED3,0663,729-663-18%$596.1K$418.0K-$178.1K2026-10-30
MSH Capital Advisors LLC
DECREASED3,0543,066-120%$490.1K$416.4K-$73.7K2026-11-03
AlTi Global, Inc.
INCREASED3,0172,519+498+20%$402.6K$411.4K+$8.7K2026-11-09
Masterinvest Kapitalanlage GmbH
DECREASED3,0083,117-109-3%$498.3K$410.1K-$88.2K2026-11-03
Copeland Capital Management, LLC
NEW3,000—+3,000——$409.0K—2026-10-13
Pine Valley Investments Ltd Liability Co
INCREASED2,9972,984+13+0%$477.1K$408.7K-$68.4K2026-11-09
Stablepoint Partners, LLC
DECREASED2,9963,019-23-1%$482.6K$408.5K-$74.1K2026-11-03
CDM Financial Counseling Services, Inc.
DECREASED2,9773,276-299-9%$523.7K$405.9K-$117.8K2026-10-15
Hall Capital Management Co Inc
DECREASED2,9752,985-100%$477.2K$405.6K-$71.6K2026-11-09
Spire Wealth Management
DECREASED2,9243,112-188-6%$497.5K$398.7K-$98.8K2026-10-30
Ritholtz Wealth Management
DECREASED2,9203,727-807-22%$595.9K$398.1K-$197.7K2026-11-05
Emprise Bank
UNCHANGED2,9112,91100%$465.4K$396.9K-$68.5K2026-10-07
JGP Wealth Management, LLC
UNCHANGED2,8802,88000%$460.4K$392.7K-$67.7K2026-10-13
Range Financial Group LLC
INCREASED2,8792,788+91+3%$445.7K$392.5K-$53.2K2026-10-21
Fiduciary Alliance LLC
INCREASED2,8602,627+233+9%$420.0K$389.9K-$30.0K2026-10-13
Elyxium Wealth, LLC
DECREASED2,8422,932-90-3%$468.7K$387.5K-$81.2K2026-10-27
Signal Advisors Wealth, LLC
DECREASED2,8294,146-1,317-32%$662.8K$385.7K-$277.1K2026-10-13
Woodmont Investment Counsel LLC
DECREASED2,8212,839-18-1%$453.8K$384.6K-$69.2K2026-10-29
Wesbanco Bank Inc
DECREASED2,7593,868-1,109-29%$618.3K$376.2K-$242.2K2026-11-04
Great Lakes Advisors, LLC
DECREASED2,7452,780-35-1%$444.4K$374.3K-$70.2K2026-11-06
Cornerstone Wealth Management, LLC
INCREASED2,7342,731+3+0%$436.6K$372.8K-$63.8K2026-11-04
Davidson Trust Co
UNCHANGED2,7032,70300%$432.1K$368.5K-$63.6K2026-10-09
OFI Invest Asset Management
NEW2,696—+2,696——$323.6K—2026-11-06
First Horizon Corp
DECREASED2,6632,711-48-2%$433.4K$363.1K-$70.3K2026-10-26
Cherry Creek Investment Advisors, Inc.
INCREASED2,6572,650+7+0%$423.6K$362.3K-$61.3K2026-10-14
Thompson Siegel & Walmsley LLC
UNCHANGED2,6392,63900%$422.0K$360-$421.6K2026-11-05
Jacobi Capital Management LLC
INCREASED2,6342,633+1+0%$421.0K$359.2K-$61.8K2026-11-05
Diversify Advisory Services, LLC
DECREASED2,6042,676-72-3%$395.5K$392.8K-$2.7K2026-10-20
Diversify Wealth Management, LLC
DECREASED2,6042,676-72-3%$395.5K$392.8K-$2.7K2026-10-20
University of Texas S AM Investment Management Co
DECREASED2,6037,588-4,985-66%$1.2M$354.9K-$858.1K2026-11-03
Grove Bank & Trust
DECREASED2,5983,302-704-21%$527.9K$354.2K-$173.6K2026-10-08
Hennion & Walsh Asset Management, Inc.
DECREASED2,5903,010-420-14%$481.2K$353.1K-$128.1K2026-10-13
Cigna Investments Inc
DECREASED2,5892,632-43-2%$421.0K$353-$420.6K2026-10-19
LVM Capital Management LTD
UNCHANGED2,5772,57700%$412$351.3K+$350.9K2026-10-20
Blue Trust, Inc.
DECREASED2,5713,494-923-26%$558.6K$350.6K-$208.0K2026-10-15
Weaver Consulting Group
INCREASED2,5702,568+2+0%$410.5K$350.4K-$60.1K2026-10-07
CFS Investment Advisory Services, LLC
INCREASED2,5632,544+19+1%$419.1K$358.4K-$60.7K2026-10-19
Avior Wealth Management, LLC
DECREASED2,5343,348-814-24%$535.2K$345.5K-$189.7K2026-10-13
HBK Sorce Advisory LLC
DECREASED2,5302,651-121-5%$403.9K$420.2K+$16.3K2026-11-06
Pinnacle Wealth Planning Services, Inc.
DECREASED2,5252,566-41-2%$410.2K$344.3K-$65.9K2026-10-27
Black Diamond Financial, LLC
UNCHANGED2,5232,52300%$403.3K$343.9K-$59.3K2026-10-26
Pettee Investors, Inc.
UNCHANGED2,5222,52200%$403.2K$343.8K-$59.3K2026-11-09
Paragon Capital Management Ltd
INCREASED2,5102,509+1+0%$401.1K$342.3K-$58.8K2026-10-09
Triangle Securities Wealth Management
UNCHANGED2,5082,50800%$400.9K$341.9K-$59.0K2026-10-14
Cypress Capital Group
INCREASED2,5032,448+55+2%$391.3K$341.3K-$50.1K2026-11-03
Plan A Wealth LLC
UNCHANGED2,4802,48000%$396.5K$338.1K-$58.3K2026-10-08
Institute for Wealth Management, Llc.
UNCHANGED2,4582,45800%$392.9K$335.1K-$57.8K2026-11-06
Center for Financial Planning, Inc.
DECREASED2,4562,457-10%$392.8K$335.0K-$57.8K2026-10-26
KFA Private Wealth Group, LLC
INCREASED2,4522,451+1+0%$392.0K$334.4K-$57.5K2026-10-07
Evergreen Capital Management LLC
DECREASED2,4482,889-441-15%$461.8K$333.8K-$128.1K2026-10-23
Fourpath Capital Management, LLC
UNCHANGED2,4402,44000%$390.1K$332.7K-$57.4K2026-10-19
Silvia Mccoll Wealth Management, LLC
UNCHANGED2,4402,44000%$390.1K$332.7K-$57.4K2026-10-07
Chicago Partners Investment Group LLC
DECREASED2,4263,586-1,160-32%$528.4K$363.1K-$165.3K2026-10-27
Trust Co of Vermont
INCREASED2,3911,243+1,148+92%$198.7K$326.0K+$127.3K2026-10-21
Mather Group, Llc.
DECREASED2,3912,568-177-7%$410.5K$326.0K-$84.5K2026-10-14
Burke & Herbert Bank & Trust Co
UNCHANGED2,3862,38600%$381.4K$325.3K-$56.1K2026-11-02
Diesslin Group, Inc.
UNCHANGED2,3842,38400%$381.1K$325.0K-$56.1K2026-10-14
Hilltop National Bank
UNCHANGED2,3612,36100%$377.4K$321.9K-$55.5K2026-10-14
TD Waterhouse Canada Inc.
INCREASED2,3602,321+39+2%$375.1K$323.1K-$52.0K2026-10-16
Kintegral Advisory, LLC
INCREASED2,3452,332+13+1%$372.8K$319.7K-$53.1K2026-10-16
Wealthcare Advisory Partners LLC
DECREASED2,3372,844-507-18%$454.6K$318.6K-$136.0K2026-10-21
Carl P. Sherr & Co., LLC
UNCHANGED2,3272,32700%$372.1K$317.3K-$54.7K2026-11-06
Baker Avenue Asset Management, LP
DECREASED2,3132,787-474-17%$445.5K$315.3K-$130.2K2026-11-06
Malaga Cove Capital, LLC
INCREASED2,3031,909+394+21%$305.2K$314.0K+$8.8K2026-10-23
Retirement Planning Group, LLC
INCREASED2,2882,275+13+1%$363.7K$311.9K-$51.7K2026-10-19
Kavar Capital Partners Group, LLC
INCREASED2,2852,273+12+1%$363.4K$311.5K-$51.8K2026-11-06
First Growth Capital LLC
UNCHANGED2,2852,28500%$365.3K$311.5K-$53.7K2026-10-15
City Holding Co
DECREASED2,2832,952-669-23%$471.9K$311.3K-$160.6K2026-10-19
International Assets Investment Management, LLC
DECREASED2,2782,462-184-7%$397.8K$311.4K-$86.4K2026-11-02
Heritage Wealth Management, Inc.
DECREASED2,2602,310-50-2%$369.3K$308.1K-$61.1K2026-10-28
Ballew Advisors, Inc
INCREASED2,2502,238+12+1%$368.6K$306.2K-$62.4K2026-10-05
Busey Bank
INCREASED2,2472,226+21+1%$355.8K$306.4K-$49.5K2026-10-26
Financial Management Network Inc
UNCHANGED2,2432,24300%$331.8K$305.3K-$26.5K2026-10-09
IFG Advisory, LLC
DECREASED2,2382,334-96-4%$373.1K$305.2K-$68.0K2026-11-09
New Covenant Trust Company, N.A.
DECREASED2,2302,295-65-3%$366.9K$304.0K-$62.8K2026-10-08
Legacy Financial Independent Advisors LLC
UNCHANGED2,2272,22700%$356.0K$303.6K-$52.4K2026-11-02
Beaton Management Co. Inc.
UNCHANGED2,2192,21900%$355.0K$303-$354.7K2026-11-09
Gables Capital Management Inc.
UNCHANGED2,2182,21800%$354.6K$302.4K-$52.2K2026-11-04
Integrity Alliance, Llc.
INCREASED2,2072,128+79+4%$340.3K$301.0K-$39.3K2026-10-29
Deseret Mutual Benefit Administrators
DECREASED2,2052,243-38-2%$358.6K$300.6K-$57.9K2026-11-04
Geneos Wealth Management Inc.
INCREASED2,2032,013+190+9%$321.8K$300.3K-$21.5K2026-11-09
Harbour Investments, Inc.
DECREASED2,1863,567-1,381-39%$570.2K$298.1K-$272.1K2026-11-09
NBT Bank, N.A.
DECREASED2,1792,187-80%$349.6K$297.1K-$52.5K2026-10-21
Willner & Heller, LLC
INCREASED2,1712,159+12+1%$345.2K$296.0K-$49.1K2026-10-28
Leonteq Securities AG
INCREASED2,1681,350+818+61%$215.8K$295.6K+$79.8K2026-10-29
Courier Capital LLC
DECREASED2,1632,243-80-4%$358.6K$294.9K-$63.7K2026-10-19
Provenance Wealth Advisors, LLC
INCREASED2,1585+2,153+43060%$799$294.2K+$293.4K2026-10-30
Lanark Financial, Inc.
DECREASED2,1432,250-107-5%$359.8K$292.2K-$67.6K2026-10-26
Impact Capital Partners LLC
DECREASED2,1232,412-289-12%$385.5K$289.5K-$96.1K2026-10-22
WealthBridge Capital Management, LLC
UNCHANGED2,1182,11800%$338.6K$288.8K-$49.8K2026-10-16
Benin Management Corp
UNCHANGED2,1142,11400%$337.9K$288.2K-$49.7K2026-10-22
Mission Wealth Management, LP
DECREASED2,1123,328-1,216-37%$532.0K$287.9K-$244.1K2026-10-15
Ashton Thomas Private Wealth, LLC
DECREASED2,0902,177-87-4%$348.0K$284.9K-$63.1K2026-11-03
Private Trust Co NA
INCREASED2,0451,888+157+8%$301.8K$278.8K-$23.0K2026-10-20
Cardiff Park Advisors, LLC
UNCHANGED2,0432,04300%$326.6K$278.5K-$48.1K2026-11-09
Marco Investment Management LLC
UNCHANGED2,0202,02000%$322.9K$275.4K-$47.5K2026-11-09
KPP Advisory Services LLC
INCREASED2,0152,012+3+0%$321.6K$274.7K-$46.9K2026-10-26
Pathway Financial Advisers, LLC
INCREASED2,0142,013+1+0%$321.8K$274.6K-$47.3K2026-10-27
Sovran Advisors, LLC
DECREASED2,0092,022-13-1%$303.9K$310.4K+$6.5K2026-11-02
Farmers & Merchants Trust Co of Long Beach
UNCHANGED2,0022,00200%$320.0K$273.0K-$47.1K2026-10-22
Trellis Wealth Advisors LLC
UNCHANGED2,0002,00000%$319.7K$272.7K-$47.0K2026-10-19
Sound Income Strategies, LLC
UNCHANGED1,9961,99600%$319.1K$285.4K-$33.7K2026-10-09
Valmark Advisers, Inc.
INCREASED1,9891,915+74+4%$306.1K$271.1K-$34.9K2026-11-06
Penobscot Investment Management Company, Inc.
UNCHANGED1,9751,97500%$315.7K$269.3K-$46.5K2026-10-26
Blue Zone Wealth Advisors, LLC
DECREASED1,9631,967-40%$314.4K$267.6K-$46.8K2026-10-19
Rossmore Private Capital
UNCHANGED1,9561,95600%$312.7K$266.7K-$46.0K2026-10-27
Bellecapital International Ltd.
NEW1,950—+1,950——$265.9K—2026-10-21
Alta Advisers Ltd
NEW1,950—+1,950——$265.9K—2026-11-02
Norden Group LLC
DECREASED1,9302,321-391-17%$371.0K$263.2K-$107.9K2026-10-20
Lowe Brockenbrough & Co Inc
DECREASED1,9232,053-130-6%$328.2K$262.2K-$66.0K2026-11-09
ETF Store, Inc.
INCREASED1,9231,914+9+0%$306.0K$262.1K-$43.8K2026-10-19
Edgemoor Investment Advisors, Inc.
INCREASED1,9181,915+3+0%$306.1K$261.5K-$44.6K2026-11-03
Heritage Trust Co
INCREASED1,9151,896+19+1%$303.1K$261.1K-$42.0K2026-11-09
Rayburn West Financial Services LLC
INCREASED1,9011,871+30+2%$299.1K$259.2K-$39.9K2026-11-03
Buttonwood Financial Advisors Inc.
UNCHANGED1,9001,90000%$303.7K$259.0K-$44.7K2026-10-13
Benedict Financial Advisors Inc
INCREASED1,8991,896+3+0%$303.0K$258.9K-$44.1K2026-10-07
Bernicke Wealth Management, Ltd.
DECREASED1,8871,889-20%$302.0K$257.3K-$44.7K2026-11-06
Camden National Bank
UNCHANGED1,8851,88500%$301.3K$257.0K-$44.3K2026-11-02
Hantz Financial Services, Inc.
DECREASED1,8683,249-1,381-43%$519.0K$255-$518.7K2026-11-09
New Hampshire Trust
INCREASED1,8641,664+200+12%$266.0K$254.1K-$11.9K2026-10-20
Folger Nolan Fleming Douglas Capital Management, Inc
UNCHANGED1,8611,86100%$297.5K$253.7K-$43.8K2026-10-13
Fire Capital Management LLC
DECREASED1,8432,343-500-21%$374.6K$251.3K-$123.3K2026-10-27
Burton Enright Welch
NEW1,834—+1,834——$250.0K—2026-11-04
Hartford Financial Management Inc.
UNCHANGED1,8331,83300%$293.0K$249.9K-$43.1K2026-10-21
Oxler Private Wealth LLC
INCREASED1,8311,823+8+0%$291.4K$249.6K-$41.8K2026-10-21
AA Financial Advisors, LLC
INCREASED1,8281,781+47+3%$284.6K$249.2K-$35.5K2026-10-19
Citizens National Bank Trust Department
DECREASED1,8242,012-188-9%$321.6K$248.7K-$73.0K2026-11-04
Verus Financial Partners, Inc.
INCREASED1,8241,816+8+0%$290.3K$248.7K-$41.6K2026-10-29
Hendershot Investments Inc.
UNCHANGED1,8231,82300%$291.4K$248.5K-$42.9K2026-11-05
Principle Wealth Partners LLC
DECREASED1,8142,032-218-11%$324.8K$247.3K-$77.5K2026-11-02
Texas Capital Bank Wealth Management Services Inc
DECREASED1,8121,815-30%$290.1K$247.0K-$43.1K2026-11-09
Journey Retirement Planning & Investment Management LLC
DECREASED1,8102,356-546-23%$376.6K$246.9K-$129.7K2026-10-09
Washington Trust Bank
INCREASED1,8031,800+3+0%$287.7K$245.8K-$41.9K2026-11-03
Centennial Bank
UNCHANGED1,8001,80000%$287.7K$245.4K-$42.3K2026-11-09
First National Bank Sioux Falls
UNCHANGED1,7981,79800%$286.8K$245.1K-$41.7K2026-10-13
Eagle Global Advisors LLC
UNCHANGED1,7801,78000%$284.6K$242.7K-$41.9K2026-11-02
Syverson Strege & Co
INCREASED1,7751,772+3+0%$283.3K$242.0K-$41.3K2026-11-02
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED1,7692,139-370-17%$341.9K$241.2K-$100.8K2026-10-23
Aprio Wealth Management, LLC
DECREASED1,7682,832-1,064-38%$452.7K$241.0K-$211.7K2026-10-28
Bailard, Inc.
UNCHANGED1,7631,76300%$281.8K$240.4K-$41.5K2026-10-13
Catalyst Financial Partners LLC
DECREASED1,7611,905-144-8%$304.5K$240.1K-$64.4K2026-11-06
Watchman Group, Inc.
DECREASED1,7561,776-20-1%$283.9K$239.4K-$44.5K2026-10-16
Hunter Associates Investment Management LLC
UNCHANGED1,7541,75400%$279.0K$239-$278.8K2026-10-26
Means Investment Co., Inc.
INCREASED1,7391,735+4+0%$277.3K$237.1K-$40.2K2026-11-03
Peachtree Investment Partners, LLC
INCREASED1,7311,730+1+0%$276.5K$236.0K-$40.5K2026-11-05
Supplemental Annuity Collective Trust of NJ
DECREASED1,7271,768-41-2%$282.6K$235.5K-$47.2K2026-11-02
Sapient Capital LLC
INCREASED1,7171,378+339+25%$220.3K$234.1K+$13.8K2026-10-08
Clifford Swan Investment Counsel LLC
INCREASED1,7011,335+366+27%$213.3K$231.9K+$18.5K2026-11-05
Pinnacle Associates LTD
DECREASED1,7011,806-105-6%$288.7K$231.9K-$56.8K2026-10-20
Guyasuta Investment Advisors Inc
UNCHANGED1,6801,68000%$268.6K$229.1K-$39.5K2026-10-15
Triad Wealth Partners, LLC
DECREASED1,6772,256-579-26%$335.7K$228.7K-$107.0K2026-10-26
CWA Asset Management Group, LLC
DECREASED1,6701,836-166-9%$293.5K$227.7K-$65.8K2026-10-19
Miller Global Investments, LLC
UNCHANGED1,6611,66100%$265.5K$226.5K-$39.1K2026-10-02
Chesley Taft & Associates LLC
DECREASED1,6582,206-548-25%$352.7K$226.1K-$126.6K2026-10-13
Vaughan David Investments LLC
UNCHANGED1,6511,65100%$264.0K$225-$263.8K2026-11-05
CrossGen Wealth, LLC
UNCHANGED1,6501,65000%$263.8K$225.0K-$38.8K2026-10-30
Sierra Summit Advisors LLC
UNCHANGED1,6501,65000%$263.8K$225.0K-$38.8K2026-10-28
Ledyard National Bank
DECREASED1,6492,371-722-30%$379.0K$224.8K-$154.2K2026-10-21
EverSource Wealth Advisors, LLC
INCREASED1,6381,507+131+9%$240.9K$223.4K-$17.6K2026-11-04
Leisure Capital Management
INCREASED1,6261,619+7+0%$258.8K$221.7K-$37.1K2026-11-03
Howard Capital Management, LLC
DECREASED1,6211,639-18-1%$262.0K$221.0K-$41.0K2026-10-16
Turtle Creek Wealth Advisors, LLC
DECREASED1,6201,767-147-8%$282.5K$220.9K-$61.6K2026-10-15
Boltwood Capital Management
INCREASED1,6191,469+150+10%$234.8K$220.7K-$14.1K2026-10-02
JB Capital LLC
INCREASED1,6171,616+1+0%$258.4K$220.5K-$37.9K2026-10-19
Centerline Wealth Advisors, LLC
UNCHANGED1,6091,60900%$257.2K$219.4K-$37.8K2026-10-15
GW Henssler & Associates LTD
DECREASED1,6071,809-202-11%$289.1K$219.1K-$70.1K2026-10-26
Northcape Wealth Management, LLC
DECREASED1,6012,143-542-25%$342.6K$218.3K-$124.3K2026-11-04
Oppenheimer Asset Management Inc.
DECREASED1,6002,537-937-37%$405.6K$218.1K-$187.4K2026-10-27
Westbourne Investment Advisors, Inc.
UNCHANGED1,5851,58500%$253.4K$216.1K-$37.3K2026-10-20
ARS Wealth Advisors Group, LLC
DECREASED1,5731,792-219-12%$286.5K$214.5K-$72.0K2026-10-16
Robeco Institutional Asset Management B.V.
DECREASED1,57015,509-13,939-90%$2.5M$214.1K-$2.3M2026-10-20
Breakwater Capital Group
DECREASED1,5661,937-371-19%$309.6K$213.5K-$96.1K2026-10-09
Quent Capital, LLC
DECREASED1,5641,577-13-1%$252.1K$252.5K+$3822026-11-09
Alta Capital Management LLC/
DECREASED1,5622,144-582-27%$342.8K$213.0K-$129.8K2026-10-26
CoreCap Advisors, LLC
INCREASED1,5601,548+12+1%$247.5K$212.8K-$34.7K2026-10-08
SeaCrest Wealth Management, LLC
INCREASED1,5561,537+19+1%$245.7K$212.2K-$33.6K2026-10-21
Bullseye Investment Management, LLC
UNCHANGED1,5501,55000%$247.8K$211.3K-$36.5K2026-10-29
Tompkins Financial Corp
UNCHANGED1,5441,54400%$246.8K$210.5K-$36.3K2026-10-05
First Financial Bank - Trust Division
DECREASED1,5421,702-160-9%$272.1K$210.2K-$61.8K2026-10-01
TCV Trust & Wealth Management, Inc.
UNCHANGED1,5371,53700%$245.7K$209.6K-$36.2K2026-10-16
Ethos Capital Management, Inc.
DECREASED1,5362,744-1,208-44%$438.6K$209.4K-$229.2K2026-11-03
Nwam LLC
DECREASED1,5301,570-40-3%$251.1K$208.6K-$42.4K2026-11-09
Hutchinson Capital Management
INCREASED1,5291,405+124+9%$224.6K$208.5K-$16.1K2026-11-09
Univest Financial Corp
INCREASED1,5261,414+112+8%$226.0K$208.1K-$18.0K2026-11-05
Gradient Capital Advisors, LLC
UNCHANGED1,5251,52500%$243.8K$207.9K-$35.9K2026-10-21
Impact Partnership Wealth, LLC
NEW1,523—+1,523——$207.7K—2026-11-09
Wealth Preservation Advisors, LLC
NEW1,516—+1,516——$206.7K—2026-11-05
Schnieders Capital Management, Llc.
UNCHANGED1,5161,51600%$242.3K$206.7K-$35.7K2026-11-09
StoneX Group Inc.
NEW1,512—+1,512——$220.4K—2026-11-03
PDS Planning, Inc
DECREASED1,5101,929-419-22%$308.4K$205.9K-$102.5K2026-11-03
Harbor Investment Advisory, LLC
DECREASED1,5031,585-82-5%$253.4K$204.9K-$48.5K2026-10-13
Shepherd Financial Partners LLC
DECREASED1,4991,501-20%$239.9K$204.4K-$35.5K2026-11-03
Obermeyer Wealth Partners
DECREASED1,4901,527-37-2%$244.1K$203.1K-$41.0K2026-10-21
Cidel Asset Management Inc
UNCHANGED1,4841,48400%$237.2K$202.3K-$34.9K2026-10-29
Adirondack Trust Co
UNCHANGED1,4801,48000%$236.6K$201.8K-$34.8K2026-10-14
Everhart Financial Group, Inc.
DECREASED1,4791,810-331-18%$289.3K$201.7K-$87.6K2026-10-08
SAX Wealth Advisors, LLC
DECREASED1,4791,724-245-14%$268.0K$201.6K-$66.4K2026-10-13
Tortoise Investment Management, LLC
INCREASED1,4781,475+3+0%$235.7K$201.5K-$34.2K2026-11-06
Patton Albertson Miller Group, LLC
INCREASED1,4751,442+33+2%$230.5K$201.1K-$29.4K2026-10-26
Maseco LLP
INCREASED1,4491,440+9+1%$230.2K$197.6K-$32.6K2026-10-27
Compass Wealth Management LLC
UNCHANGED1,4081,40800%$225.1K$192.0K-$33.1K2026-10-22
FSM Wealth Advisors, LLC
DECREASED1,4051,615-210-13%$258.1K$200.9K-$57.3K2026-10-27
Laurel Wealth Advisors LLC
UNCHANGED1,4001,40000%$223.8K$190.9K-$32.9K2026-10-27
Cullen Investment Group, Ltd.
UNCHANGED1,3891,38900%$222.1K$203.9K-$18.2K2026-10-13
Swiss RE LTD
INCREASED1,378838+540+64%$134.0K$187.9K+$53.9K2026-11-06
Costello Asset Management, Inc
UNCHANGED1,3371,33700%$213.8K$182.3K-$31.5K2026-10-30
Triton Wealth Management, Pllc
UNCHANGED1,3251,32500%$219.0K$208.9K-$10.0K2026-11-04
Summit Securities Group LLC
INCREASED1,28864+1,224+1913%$10.2K$175.6K+$165.4K2026-11-05
Fortitude Family Office, LLC
INCREASED1,2881,282+6+0%$204.9K$175.6K-$29.3K2026-10-14
Cranbrook Wealth Management, LLC
INCREASED1,2851,282+3+0%$204.9K$174.9K-$30.0K2026-10-28
Hughes Financial Services, LLC
DECREASED1,2781,298-20-2%$207.5K$197.5K-$10.0K2026-10-30
Plante Moran Financial Advisors, LLC
DECREASED1,2631,264-10%$202.1K$172.3K-$29.9K2026-11-04
Picton Mahoney Asset Management
INCREASED1,21584+1,131+1346%$13.4K$165.7K+$152.2K2026-11-09
Wolverine Asset Management LLC
DECREASED1,2132,736-1,523-56%$437.4K$165.4K-$272.0K2026-11-02
Indiana Trust & Investment Management Co
UNCHANGED1,1901,19000%$190.2K$162.2K-$28.0K2026-10-22
GHP Investment Advisors, Inc.
DECREASED1,1271,238-111-9%$197.9K$153.7K-$44.3K2026-10-15
Bank Julius Baer & Co. Ltd, Zurich
UNCHANGED1,0001,00000%$160.4K$136.4K-$24.0K2026-10-29
Concord Wealth Partners
UNCHANGED1,0001,00000%$159.9K$136.3K-$23.5K2026-11-02
Valley National Advisers Inc
INCREASED990989+1+0%$158.2K$135.0K-$23.1K2026-10-23
LFA - Lugano Financial Advisors SA
UNCHANGED97097000%$155.1K$132.3K-$22.8K2026-11-03
Capital Advisors, Ltd. LLC
DECREASED967974-7-1%$156$132-$242026-10-27
Rosenberg Matthew Hamilton
INCREASED966820+146+18%$131.1K$131.7K+$6192026-10-05
First Bancorp, Inc
DECREASED952972-20-2%$155.4K$129.8K-$25.6K2026-10-26
Washington Trust Advisors, Inc.
INCREASED895877+18+2%$140.2K$122.0K-$18.2K2026-10-22
Versant Capital Management, Inc
DECREASED8941,457-563-39%$232.9K$121.9K-$111.0K2026-10-02
Birchwood Financial Partners, Inc.
INCREASED876869+7+1%$138.9K$119.4K-$19.6K2026-11-02
Flagship Wealth Advisors, LLC
DECREASED8501,210-360-30%$193.4K$115.9K-$77.5K2026-11-03
MassMutual Private Wealth & Trust, FSB
DECREASED842952-110-12%$152.2K$114.8K-$37.4K2026-10-05
Certuity, LLC
DECREASED8411,848-1,007-54%$295.4K$114.7K-$180.8K2026-11-02
Cromwell Holdings LLC
INCREASED824810+14+2%$129.5K$112.3K-$17.1K2026-10-28
Cheviot Value Management, LLC
UNCHANGED79079000%$126.3K$107.7K-$18.6K2026-11-09
JFS Wealth Advisors, LLC
INCREASED776677+99+15%$108.3K$105.8K-$2.5K2026-11-03
TD Private Client Wealth LLC
DECREASED776792-16-2%$126.6K$105.8K-$20.8K2026-10-28
Pittenger & Anderson Inc
DECREASED755891-136-15%$142.4K$102.9K-$39.5K2026-11-02
Tradewinds Capital Management, LLC
INCREASED753751+2+0%$120.0K$102.7K-$17.3K2026-10-23
Northstar Asset Management Co
UNCHANGED74474400%$110.8K$112.5K+$1.7K2026-10-22
Clean Yield Group
UNCHANGED73873800%$118.0K$100.6K-$17.4K2026-10-28
GK Wealth Management LLC
NEW684—+684——$93.3K—2026-10-09
Oakworth Capital, Inc.
INCREASED671616+55+9%$98.9K$91.5K-$7.4K2026-10-26
Albion Financial Group
UNCHANGED65665600%$104.9K$89.4K-$15.4K2026-10-21
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED6471,347-700-52%$215.3K$88.2K-$127.1K2026-10-21
GF Fund Management Co. Ltd.
UNCHANGED63763700%$101.8K$86.8K-$15.0K2026-10-26
Physician Wealth Advisors, Inc.
INCREASED607605+2+0%$96.7K$82.7K-$13.9K2026-10-20
Kentucky Trust Co
UNCHANGED60060000%$95.9K$81.8K-$14.1K2026-10-15
Ascentis Independent Advisors
NEW592—+592——$80.8K—2026-11-03
Paladin Advisory Group, LLC
UNCHANGED59159100%$94.5K$80.6K-$13.9K2026-11-09
Root Financial Partners, LLC
NEW582—+582——$79.4K—2026-10-21
Bank of New Hampshire
UNCHANGED58058000%$92.7K$79.1K-$13.6K2026-10-06
Duncker Streett & Co Inc
UNCHANGED57957900%$92.6K$78.9K-$13.6K2026-10-27
IMG Wealth Management, Inc.
UNCHANGED57557500%$91.9K$78.4K-$13.5K2026-10-27
Central Pacific Bank - Trust Division
UNCHANGED56456400%$90.2K$76.9K-$13.3K2026-10-06
Birch Financial Group, LLC
NEW563—+563——$76.8K—2026-10-27
SBI Securities Co., Ltd.
INCREASED534491+43+9%$78.5K$72.8K-$5.7K2026-10-22
Main Street Group, LTD
UNCHANGED52652600%$84.1K$71.7K-$12.4K2026-10-28
Advantage Trust Co
UNCHANGED51051000%$81.5K$69.5K-$12.0K2026-10-19
Boyd Watterson Asset Management LLC
UNCHANGED51051000%$81.5K$69.5K-$12.0K2026-11-06
Hoese & Co LLP
UNCHANGED50050000%$79.9K$68.2K-$11.8K2026-10-21
Hanson & Doremus Investment Management
UNCHANGED49949900%$80.0K$68-$79.9K2026-10-16
Clearstead Trust, LLC
DECREASED496500-4-1%$79.9K$67.6K-$12.3K2026-11-06
Ascentis Wealth Management, LLC
INCREASED495442+53+12%$70.7K$67.5K-$3.2K2026-11-03
MTM Investment Management, LLC
INCREASED494489+5+1%$78.2K$67.3K-$10.9K2026-10-30
West Branch Capital LLC
INCREASED49058+432+745%$9.3K$66.8K+$57.5K2026-10-20
Pflug Koory, LLC
UNCHANGED48048000%$76.7K$65.4K-$11.3K2026-10-26
Cetera Trust Company, N.a
UNCHANGED46346300%$74.0K$63.1K-$10.9K2026-11-09
Zions Bancorporation, National Association
DECREASED459548-89-16%$87.6K$62.6K-$25.0K2026-11-06
Your Advocates Ltd., LLP
INCREASED439438+1+0%$70.0K$59.8K-$10.2K2026-11-03
Silver Grove Financial Group, Inc.
DECREASED434514-80-16%$82.2K$59.2K-$23.0K2026-11-05
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
INCREASED432416+16+4%$66.5K$58.9K-$7.6K2026-11-06
First United Bank & Trust
UNCHANGED42542500%$67.9K$57.9K-$10.0K2026-10-22
SJS Investment Consulting Inc.
INCREASED420287+133+46%$45.9K$57.3K+$11.4K2026-10-26
Monetary Solutions, Ltd
INCREASED419418+1+0%$66.8K$57.1K-$9.7K2026-10-22
Owl Creek Wealth Partners LLC
INCREASED418301+117+39%$48.1K$57.0K+$8.9K2026-10-20
Bayforest Capital Ltd
NEW409—+409——$55.8K—2026-11-03
Markowski Investments
UNCHANGED40040000%$63.9K$54.5K-$9.4K2026-10-30
Southern Michigan Bank & Trust
UNCHANGED40040000%$63.9K$54.5K-$9.4K2026-10-19
Chapman Financial Group, LLC
UNCHANGED39839800%$63.6K$54.3K-$9.4K2026-10-26
Bell Investment Advisors, Inc
DECREASED397409-12-3%$65.4K$54.1K-$11.3K2026-10-29
Nemes Rush Group LLC
UNCHANGED37537500%$60.0K$51.2K-$8.8K2026-11-04
Hoertkorn Richard Charles
UNCHANGED37237200%$59.5K$50.7K-$8.8K2026-11-04
Coston, McIsaac & Partners
UNCHANGED34534500%$55.0K$47.0K-$8.0K2026-11-06
Motco
INCREASED33786+251+292%$13.7K$45.9K+$32.2K2026-11-09
1620 Investment Advisors, Inc.
UNCHANGED33033000%$52.8K$45.0K-$7.8K2026-11-04
Next Level Wealth Planning, LLC
NEW320—+320——$43.6K—2026-10-29
Cape Investment Advisory, Inc.
INCREASED310300+10+3%$48.0K$42.3K-$5.7K2026-10-13
Hazlett, Burt & Watson, Inc.
UNCHANGED30130100%$25.0K$41-$25.0K2026-11-04
Morse Asset Management, Inc
UNCHANGED30030000%$48.0K$40.9K-$7.1K2026-11-09
Sherman Asset Management, Inc.
UNCHANGED29429400%$47.0K$40.1K-$6.9K2026-11-05
Balance Wealth Partners LLC
NEW293—+293——$40.0K—2026-10-27
Addison Advisors LLC
INCREASED286284+2+1%$45.4K$39.0K-$6.4K2026-11-06
Armstrong Advisory Group, Inc
UNCHANGED28528500%$45.6K$38.9K-$6.7K2026-10-09
New England Capital Financial Advisors LLC
INCREASED276275+1+0%$43.9K$37.6K-$6.3K2026-11-03
Kimelman & Baird, LLC
UNCHANGED27627600%$44.1K$37.6K-$6.5K2026-11-03
Foresight Capital Management Advisors, Inc.
NEW271—+271——$36.9K—2026-10-27
Heritage Family Offices, LLP
NEW269—+269——$36.7K—2026-11-02
Nvwm, LLC
INCREASED246244+2+1%$39.0K$33.5K-$5.5K2026-10-14
Halbert Hargrove Global Advisors, LLC
DECREASED246247-10%$39.4K$33.5K-$5.9K2026-10-16
Burkett Financial Services, LLC
NEW241—+241——$32.9K—2026-10-01
Smallwood Wealth Investment Management, LLC
DECREASED238382-144-38%$61.1K$32.4K-$28.7K2026-10-30
Jnba Financial Advisors
DECREASED235252-17-7%$40.3K$32.1K-$8.3K2026-11-03
Financial Management Professionals, Inc.
DECREASED230246-16-6%$39.3K$31.4K-$8.0K2026-10-23
Nfsg Corp
DECREASED226552-326-59%$88.2K$30.8K-$57.4K2026-10-15
DiNuzzo Private Wealth, Inc.
UNCHANGED22222200%$35.5K$30.3K-$5.2K2026-10-16
Bfsg, LLC
INCREASED219200+19+10%$32.0K$29.9K-$2.1K2026-10-30
Manchester Capital Management LLC
DECREASED215301-86-29%$48.1K$29.3K-$18.8K2026-10-22
Downshift Financial, LLC
UNCHANGED21221200%$33.9K$28.9K-$5.0K2026-10-13
Networth Advisors, LLC
INCREASED208207+1+0%$33.1K$28.4K-$4.7K2026-11-03
West Paces Advisors Inc.
DECREASED206210-4-2%$33.6K$28.1K-$5.5K2026-10-13
DecisionPoint Financial, LLC
INCREASED206205+1+0%$33.1K$28.2K-$5.0K2026-10-27
Westside Investment Management, Inc.
UNCHANGED20520500%$32.8K$27.9K-$4.9K2026-11-02
Madden Securities Corp
NEW200—+200——$27.3K—2026-10-27
CNB Bank
DECREASED200224-24-11%$35.8K$27.3K-$8.5K2026-11-09
Adkins Seale Capital Management LLC
UNCHANGED20020000%$32.0K$27.3K-$4.7K2026-10-27
Walsh & Associates, LLC
UNCHANGED20020000%$32.0K$27.3K-$4.7K2026-11-09
Private Wealth Management Group, LLC
INCREASED19547+148+315%$7.5K$26.6K+$19.1K2026-10-19
Community Bank, N.A.
UNCHANGED19119100%$30.5K$26.0K-$4.5K2026-11-06
True Wealth Design, LLC
DECREASED187278-91-33%$44.4K$25.5K-$18.9K2026-10-13
Kelleher Financial Advisors
UNCHANGED18018000%$28.8K$24.5K-$4.2K2026-10-30
Barrett & Company, Inc.
INCREASED178150+28+19%$24.0K$24.3K+$2902026-10-22
IAG Wealth Partners, LLC
UNCHANGED17817800%$28.5K$24.3K-$4.2K2026-11-06
Fulcrum Asset Management LLP
NEW174—+174——$24.0K—2026-11-04
Harel Insurance Investments & Financial Services Ltd.
DECREASED17449,435-49,261-100%$7.9M$24-$7.9M2026-11-02
Bank & Trust Co
UNCHANGED16616600%$26.5K$22.6K-$3.9K2026-10-07
First Pacific Financial
INCREASED161160+1+1%$25.6K$21.9K-$3.6K2026-10-14
Greykasell Wealth Strategies, Inc.
UNCHANGED16016000%$25.6K$21.8K-$3.8K2026-11-09
Peoples Financial Services Corp.
UNCHANGED16016000%$25.6K$21.8K-$3.8K2026-10-20
Louisbourg Investments Inc.
UNCHANGED15815800%$25.3K$21.5K-$3.7K2026-10-20
First Financial Corp
UNCHANGED15515500%$24.8K$21.1K-$3.6K2026-10-13
Abound Wealth Management
INCREASED150110+40+36%$17.6K$20.4K+$2.9K2026-10-26
Guardian Partners Inc.
UNCHANGED15015000%$24.0K$20.5K-$3.5K2026-10-21
Covestor Ltd
DECREASED141285-144-51%$46.0K$19-$46.0K2026-10-30
Arlington Trust Co LLC
INCREASED1414+137+3425%$639$19.2K+$18.6K2026-10-20
Blume Capital Management, Inc.
UNCHANGED14014000%$22.4K$19.1K-$3.3K2026-10-26
Community Financial Services Group, LLC
UNCHANGED14014000%$22.6K$19.1K-$3.5K2026-10-15
Pacific Center for Financial Services
UNCHANGED14014000%$22.4K$19.1K-$3.3K2026-10-15
DeDora Capital, Inc.
NEW139—+139——$19.0K—2026-10-26
Alpine Bank Wealth Management
DECREASED139469-330-70%$75.0K$19.0K-$56.0K2026-10-16
Olistico Wealth, LLC
UNCHANGED13813800%$22.1K$18.8K-$3.2K2026-10-05
Aspect Partners, LLC
UNCHANGED13513500%$21.6K$18.4K-$3.2K2026-10-20
MV Capital Management, Inc.
DECREASED133182-49-27%$29.1K$18.1K-$11.0K2026-10-29
Financial Network Wealth Advisors LLC
DECREASED132146-14-10%$23.3K$18.0K-$5.3K2026-10-28
Dorato Capital Management
UNCHANGED13213200%$21.6K$18.5K-$3.1K2026-10-08
Atlantic Edge Private Wealth Management, LLC
UNCHANGED13013000%$20.8K$17.7K-$3.1K2026-10-20
Creative Financial Designs Inc
UNCHANGED12612600%$20.1K$17.2K-$2.9K2026-11-04
Darwin Wealth Management, LLC
NEW117—+117——$16.0K—2026-11-09
Signature Equity Partners, LLC
INCREASED116110+6+5%$17.6K$15.8K-$1.8K2026-10-29
Bangor Savings Bank
UNCHANGED11611600%$18.5K$15.8K-$2.7K2026-10-06
Rossby Financial, LCC
DECREASED115120-5-4%$19.2K$15.7K-$3.5K2026-11-05
Horizon Financial Services, LLC
DECREASED114187-73-39%$29.9K$15.5K-$14.4K2026-11-04
Bare Financial Services, Inc
INCREASED11284+28+33%$13.4K$15.3K+$1.8K2026-11-04
Steph & Co
INCREASED112100+12+12%$16.0K$15.3K-$7162026-10-07
Aventus Investment Advisors, Inc.
UNCHANGED11111100%$17.7K$15.1K-$2.6K2026-10-09
Lodestone Wealth Management LLC
UNCHANGED11111100%$17.7K$15.1K-$2.6K2026-10-14
Winch Advisory Services, LLC
INCREASED107106+1+1%$17.0K$14.6K-$2.4K2026-11-06
James T. Borello RIA
INCREASED10272+30+42%$11.5K$13.9K+$2.4K2026-10-16
Old Second National Bank of Aurora
UNCHANGED10210200%$16.3K$13.9K-$2.4K2026-10-22
First Premier Bank
UNCHANGED10010000%$16$14-$22026-10-13
Cdkv Holdings LLC
UNCHANGED979700%$15.5K$13.2K-$2.3K2026-10-28
Phillip James Consulting Co.
UNCHANGED909000%$14.4K$12.3K-$2.1K2026-11-03
TFC Financial Management, Inc.
UNCHANGED878700%$13.9K$11.9K-$2.0K2026-10-26
Horizons Wealth Management
NEW85—+85——$11.6K—2026-10-05
Valley Wealth Managers, Inc.
UNCHANGED808000%$12.8K$10.9K-$1.9K2026-10-09
Rakuten Securities, Inc.
INCREASED7713+64+492%$2.1K$10.5K+$8.4K2026-11-02
Sima Wealth Partners, LLC
UNCHANGED757500%$12.0K$10.2K-$1.8K2026-10-19
Marquette Asset Management, LLC
INCREASED737+66+943%$1.1K$10.0K+$8.8K2026-10-09
Rothwell Investment Advisors, LLC
NEW72—+72——$9.8K—2026-11-06
Redwood Park Advisors LLC
UNCHANGED727200%$11.5K$9.8K-$1.6K2026-11-02
Strive Financial Group,LLC
NEW71—+71——$9.7K—2026-11-09
Investors Research Corp
UNCHANGED717100%$11.4K$9.7K-$1.7K2026-10-07
Alerus Financial NA
DECREASED6985-16-19%$13.6K$9.4K-$4.2K2026-11-09
Strategic Advocates LLC
UNCHANGED696900%$11.0K$9.4K-$1.6K2026-11-03
Mcdonald Partners LLC
UNCHANGED686800%$10.9K$9.3K-$1.6K2026-11-03
Polaris Financial Partners
NEW66—+66——$9—2026-10-02
DT Investment Partners, LLC
UNCHANGED636300%$10.1K$8.6K-$1.5K2026-10-27
Quest 10 Wealth Builders, Inc.
UNCHANGED636300%$10.1K$8.6K-$1.5K2026-11-02
Buck Wealth Strategies, LLC
INCREASED6010+50+500%$1.6K$8.2K+$6.6K2026-10-28
Key Capital Management, Inc
UNCHANGED606000%$9.6K$8.2K-$1.4K2026-11-03
Retirement Wealth Solutions LLC
INCREASED5849+9+18%$7.8K$7.9K+$742026-10-07
Highline Wealth Partners LLC
DECREASED5791-34-37%$14.5K$7.8K-$6.7K2026-10-19
Clark Wealth Partners
INCREASED5614+42+300%$2.2K$7.6K+$5.4K2026-10-19
Salomon & Ludwin, LLC
INCREASED5648+8+17%$7.8K$7.6K-$1212026-10-29
PlanVest Financial, Inc
UNCHANGED545400%$8.6K$7.3K-$1.3K2026-11-09
Ares Financial Consulting, LLC
UNCHANGED535300%$8.5K$7.2K-$1.2K2026-10-19
UMB Private Wealth Management, LLC
NEW52—+52——$7.1K—2026-10-19
Bay Harbor Wealth Management, LLC
INCREASED5046+4+9%$7.4K$6.8K-$5372026-11-03
Avion Wealth
DECREASED4951-2-4%$8$6-$22026-11-04
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED494900%$7.8K$6.7K-$1.2K2026-10-28
Dogwood Wealth Management LLC
DECREASED4748-1-2%$7.7K$6.4K-$1.2K2026-11-09
Meramec Financial Planners, LLC
INCREASED4645+1+2%$6.7K$7.4K+$6472026-11-09
Proathlete Wealth Management LLC
NEW45—+45——$6.1K—2026-10-15
Carolina Wealth Advisors, LLC
NEW40—+40——$5.5K—2026-10-23
Joseph Group Capital Management
INCREASED4039+1+3%$6.2K$5.5K-$7812026-11-04
N.E.W. Advisory Services LLC
UNCHANGED404000%$6.4K$5.5K-$9402026-11-09
Torren Management, LLC
UNCHANGED363600%$5.8K$4.9K-$8472026-10-29
First Command Advisory Services, Inc.
DECREASED34122-88-72%$19.5K$4.6K-$14.9K2026-11-05
J.Safra Asset Management Corp
UNCHANGED343400%$5.4K$4.6K-$7992026-11-03
USA Financial Formulas
NEW33—+33——$4.5K—2026-10-16
Archer Investment Corp
NEW32—+32——$4.4K—2026-11-05
Financial Consulate, Inc
DECREASED3235-3-9%$5.6K$4.4K-$1.2K2026-10-23
Wilkerson Advisory Group LLC
DECREASED3137-6-16%$5.9K$4.2K-$1.7K2026-10-20
Tounjian Advisory Partners, LLC
UNCHANGED313100%$4.9K$4.2K-$7012026-11-04
Montgomery Financial Services LLC
INCREASED3029+1+3%$4.7K$4.0K-$6702026-11-03
High Note Wealth, LLC
DECREASED2830-2-7%$4.8K$3.8K-$9782026-10-27
Signature Resources Capital Management, LLC
UNCHANGED282800%$4.5K$3.8K-$6582026-10-16
Compass Financial Management LLC
DECREASED2627-1-4%$4.3K$3.5K-$7712026-10-30
Tsfg, LLC
DECREASED25111-86-77%$18$3-$152026-10-23
Tidemark, LLC
INCREASED2523+2+9%$3.7K$3.4K-$2682026-11-09
Burk Holdings LLC
UNCHANGED252500%$4.0K$3.4K-$5882026-11-05
Elevation Wealth Partners, LLC
DECREASED24227-203-89%$36.3K$3.3K-$33.0K2026-10-07
Beacon Financial Strategies Corp
UNCHANGED242400%$3.8K$3.3K-$5642026-10-14
Vaquero Private Wealth, LTD
UNCHANGED222200%$3.5K$3.0K-$5182026-10-27
Yankcom Partnership
UNCHANGED222200%$3.5K$3.0K-$5182026-10-15
Moisand Fitzgerald Tamayo, LLC
UNCHANGED212100%$3.4K$2.9K-$4942026-10-15
Murphy & Mullick Capital Management Corp
UNCHANGED202000%$3.2K$2.7K-$4632026-11-02
Thompson Investment Management, Inc.
UNCHANGED202000%$3.2K$2.7K-$4702026-10-14
Creative Capital Management Investments LLC
INCREASED1918+1+6%$2.9K$2.6K-$2872026-10-28
Three Bridge Wealth Advisors, LLC
NEW18—+18——$2.5K—2026-11-05
KFG LLC
NEW17—+17——$2.3K—2026-11-02
Gilpin Wealth Management, LLC
NEW17—+17——$2.3K—2026-10-09
Planning Strategies Inc.
DECREASED1721-4-19%$3.4K$2.3K-$1.0K2026-10-02
Triumph Capital Management
DECREASED1554-39-72%$8.6K$2.0K-$6.6K2026-10-14
Meriwether Wealth & Planning, LLC
NEW13—+13——$1.8K—2026-10-13
Kingdom Financial Group Llc.
UNCHANGED111100%$1.7K$1.5K-$2422026-11-04
Acumen Wealth Advisors, LLC
NEW10—+10——$1.4K—2026-11-05
Granite FO LLC
UNCHANGED101000%$1.6K$1.4K-$2362026-10-14
William Mack & Associates, Inc.
NEW9—+9——$1.3K—2026-10-27
Elevated Capital Advisors, LLC
UNCHANGED9900%$1.4K$1.2K-$2122026-11-04
Pension & Wealth Management Advisors, Inc.
NEW8—+8——$1.1K—2026-10-16
Tobam
DECREASED85,812-5,804-100%$929.0K$1-$929.0K2026-11-03
American Capital Advisory, LLC
DECREASED89-1-11%$1.4K$1.1K-$3482026-10-28
WPG Advisers, LLC
NEW7—+7——$954—2026-10-27
Quaker Wealth Management, LLC
UNCHANGED7700%$1.1K$955-$1652026-10-22
Ashurst Perkins Coie Trust Co
NEW6—+6——$818—2026-10-15
PayPay Securities Corp
UNCHANGED6600%$959$818-$1412026-10-27
Align Financial, LLC
NEW5—+5——$682—2026-10-16
Davis Capital Management
DECREASED510-5-50%$1.6K$682-$9172026-10-08
Essential Partners LLC
UNCHANGED5500%$799$682-$1172026-10-14
Hoey Investments, Inc
UNCHANGED5500%$800$682-$1182026-10-29
Valued Wealth Advisors LLC
UNCHANGED5500%$800$682-$1182026-11-05
United Community Bank
UNCHANGED4400%$639$545-$942026-10-28
Evolution Wealth Management Inc.
NEW3—+3——$409—2026-10-28
Mosley Wealth Management
UNCHANGED3300%$480$452-$282026-10-16
WestEnd Advisors, LLC
UNCHANGED3300%$480$409-$712026-10-27
Maryland Capital Advisors Inc.
UNCHANGED1100%$160$137-$232026-10-15
LRZ Capital LLC
CLOSED052,175-52,175-100%$8.3M$0-$8.3M2026-11-05
Maxi Investments CY Ltd
CLOSED016,000-16,000-100%$2.6M$0-$2.6M2026-10-26
Vestor Capital, LLC
CLOSED012,320-12,320-100%$1.2K$0-$1.2K2026-11-04
Jefferies Financial Group Inc.
CLOSED09,389-9,389-100%$1.5M$0-$1.5M2026-11-05
Impact Investors, Inc
CLOSED07,500-7,500-100%$1.2M$0-$1.2M2026-11-02
Wellington Shields Capital Management, LLC
CLOSED06,500-6,500-100%$1.0M$0-$1.0M2026-11-03
Inscription Capital, LLC
CLOSED04,443-4,443-100%$710.2K$0-$710.2K2026-11-02
One Wealth Capital Management, LLC
CLOSED03,349-3,349-100%$535.4K$0-$535.4K2026-10-23
Howard Financial Services, Ltd.
CLOSED03,316-3,316-100%$530.1K$0-$530.1K2026-10-15
Aaron Wealth Advisors LLC
CLOSED03,210-3,210-100%$513.2K$0-$513.2K2026-10-13
Providence First Trust Co
CLOSED02,650-2,650-100%$423.6K$0-$423.6K2026-11-02
Chesapeake Capital Corp
CLOSED02,424-2,424-100%$387.5K$0-$387.5K2026-11-09
Spectrum Strategic Capital Management, LLC
CLOSED02,271-2,271-100%$363.0K$0-$363.0K2026-10-22
Fragasso Financial Advisors Inc
CLOSED02,073-2,073-100%$331.4K$0-$331.4K2026-10-13
Cornerstone Wealth Group, LLC
CLOSED02,016-2,016-100%$322.2K$0-$322.2K2026-11-02
Gallacher Capital Management LLC
CLOSED01,837-1,837-100%$293.7K$0-$293.7K2026-10-30
Carson Advisory Inc.
CLOSED01,735-1,735-100%$277.4K$0-$277.4K2026-11-06
Scissortail Wealth Management, LLC
CLOSED01,720-1,720-100%$275.0K$0-$275.0K2026-11-03
LeConte Wealth Management, LLC
CLOSED01,718-1,718-100%$274.6K$0-$274.6K2026-10-20
Midwest Financial Partners Investments, Inc.
CLOSED01,585-1,585-100%$253.4K$0-$253.4K2026-10-08
Hohimer Wealth Management, LLC
CLOSED01,525-1,525-100%$243.8K$0-$243.8K2026-11-04
Integrated Advisors Network LLC
CLOSED01,500-1,500-100%$239.8K$0-$239.8K2026-10-20
Klingman & Associates, LLC
CLOSED01,499-1,499-100%$239.6K$0-$239.6K2026-10-20
West Family Investments, Inc.
CLOSED01,485-1,485-100%$237.4K$0-$237.4K2026-11-09
Carret Asset Management, LLC
CLOSED01,461-1,461-100%$233.6K$0-$233.6K2026-11-04
Aviance Capital Partners, LLC
CLOSED01,460-1,460-100%$233.4K$0-$233.4K2026-10-29
GSG Advisors LLC
CLOSED01,454-1,454-100%$232.5K$0-$232.5K2026-11-03
71 West Capital Partners
CLOSED01,441-1,441-100%$230.4K$0-$230.4K2026-11-04
Gill Capital Partners, LLC
CLOSED01,440-1,440-100%$230.2K$0-$230.2K2026-10-13
MCF Advisors LLC
CLOSED01,426-1,426-100%$228.0K$0-$228.0K2026-10-28
Presper Financial Architects, LLC
CLOSED01,414-1,414-100%$226.0K$0-$226.0K2026-11-09
Moneco Advisors, LLC
CLOSED01,413-1,413-100%$226.0K$0-$226.0K2026-11-05
Franklin Street Advisors Inc
CLOSED01,410-1,410-100%$225.4K$0-$225.4K2026-10-13
Hudock, Inc.
CLOSED01,405-1,405-100%$224.7K$0-$224.7K2026-10-14
Synergy Asset Management, LLC
CLOSED01,400-1,400-100%$223.8K$0-$223.8K2026-11-05
HighPoint Advisor Group LLC
CLOSED01,398-1,398-100%$223.5K$0-$223.5K2026-11-09
Great Diamond Partners, LLC
CLOSED01,388-1,388-100%$221.9K$0-$221.9K2026-10-13
Bria Capital Group, LLC
CLOSED01,384-1,384-100%$221.2K$0-$221.2K2026-10-22
Optas, LLC
CLOSED01,362-1,362-100%$217.7K$0-$217.7K2026-11-09
GC Wealth Management RIA, LLC
CLOSED01,355-1,355-100%$216.6K$0-$216.6K2026-11-02
White Pine Capital LLC
CLOSED01,350-1,350-100%$215.8K$0-$215.8K2026-11-09
Rockline Wealth Management, LLC
CLOSED01,348-1,348-100%$215.5K$0-$215.5K2026-10-26
Pekin Hardy Strauss, Inc.
CLOSED01,338-1,338-100%$213.9K$0-$213.9K2026-11-02
Forum Financial Management, LP
CLOSED01,337-1,337-100%$213.7K$0-$213.7K2026-10-16
Bison Wealth, LLC
CLOSED01,333-1,333-100%$221.2K$0-$221.2K2026-10-13
Conning Inc.
CLOSED01,330-1,330-100%$212.6K$0-$212.6K2026-10-27
Monument Capital Management
CLOSED01,328-1,328-100%$212.3K$0-$212.3K2026-10-09
Winebrenner Capital Management LLC
CLOSED01,328-1,328-100%$212.3K$0-$212.3K2026-10-07
Alamar Capital Management, LLC
CLOSED01,318-1,318-100%$210.7K$0-$210.7K2026-11-02
Focus Financial Network, Inc.
CLOSED01,314-1,314-100%$210.0K$0-$210.0K2026-10-14
Armor Investment Advisors, LLC
CLOSED01,311-1,311-100%$209.6K$0-$209.6K2026-10-27
LVW Advisors, LLC
CLOSED01,309-1,309-100%$209.3K$0-$209.3K2026-10-19
Goldstein Advisors, LLC
CLOSED01,308-1,308-100%$209.1K$0-$209.1K2026-10-15
Atlas Brown,Inc.
CLOSED01,303-1,303-100%$208.3K$0-$208.3K2026-10-09
TCI Wealth Advisors, Inc.
CLOSED01,302-1,302-100%$208.1K$0-$208.1K2026-10-30
Western Wealth Management, LLC
CLOSED01,294-1,294-100%$206.8K$0-$206.8K2026-11-09
Capital Asset Advisory Services LLC
CLOSED01,285-1,285-100%$205.4K$0-$205.4K2026-10-30
Prosperity Planning, Inc.
CLOSED01,275-1,275-100%$203.8K$0-$203.8K2026-10-09
Moss Adams Wealth Advisors LLC
CLOSED01,275-1,275-100%$203.9K$0-$203.9K2026-10-28
LEE Danner & Bass Inc
CLOSED01,271-1,271-100%$203.2K$0-$203.2K2026-10-27
Patten & Patten Inc
CLOSED01,264-1,264-100%$202.1K$0-$202.1K2026-10-26
Gerber Kawasaki Wealth & Investment Management
CLOSED01,260-1,260-100%$201.5K$0-$201.5K2026-10-29
Solstein Capital, LLC
CLOSED01,069-1,069-100%$170.9K$0-$170.9K2026-11-02
Catalyst Capital Advisors LLC
CLOSED0468-468-100%$74.8K$0-$74.8K2026-11-02
Stone House Investment Management, LLC
CLOSED0409-409-100%$65.4K$0-$65.4K2026-10-23
Founders Capital Management
CLOSED0395-395-100%$63.1K$0-$63.1K2026-10-13
Knights of Columbus Asset Advisors LLC
CLOSED0200-200-100%$32.0K$0-$32.0K2026-11-05
Cornerstone Planning Group LLC
CLOSED0179-179-100%$26.4K$0-$26.4K2026-10-16
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED0147-147-100%$23.5K$0-$23.5K2026-10-14
Heritage Wealth Advisors
CLOSED0113-113-100%$18.1K$0-$18.1K2026-11-09
Glass Jacobson Investment Advisors llc
CLOSED069-69-100%$11.0K$0-$11.0K2026-10-26
Chilton Capital Management LLC
CLOSED050-50-100%$8.0K$0-$8.0K2026-10-28
Park Place Capital Corp
CLOSED048-48-100%$7.7K$0-$7.7K2026-11-09
William B. Walkup & Associates, Inc.
CLOSED044-44-100%$7.0K$0-$7.0K2026-11-05
AdvisorNet Financial, Inc
CLOSED036-36-100%$5.8K$0-$5.8K2026-10-15
Commonwealth Retirement Investments LLC
CLOSED031-31-100%$5.0K$0-$5.0K2026-10-26
United Financial Planning Group LLC
CLOSED023-23-100%$3.7K$0-$3.7K2026-11-04
Brooklyn FI, LLC
CLOSED013-13-100%$1.9K$0-$1.9K2026-11-05
Activest Wealth Management
CLOSED011-11-100%$1.8K$0-$1.8K2026-10-15
Sunrise Financial Services, LLC
CLOSED08-8-100%$1.3K$0-$1.3K2026-10-21
Trifecta Capital Advisors, LLC
CLOSED04-4-100%$640$0-$6402026-10-21
Morton Brown Family Wealth, LLC
CLOSED04-4-100%$639$0-$6392026-10-23
Mascoma Wealth Management LLC
CLOSED03-3-100%$480$0-$4802026-10-23
Navigoe, LLC
CLOSED03-3-100%$0$0$02026-11-04
Highland Investment Advisors LLC
CLOSED01-1-100%$160$0-$1602026-11-09
Evolution Advisers, Inc.
CLOSED01-1-100%$0$0$02026-11-06
Spectrum Wealth Advisory Group, LLC
CLOSED01-1-100%$161$0-$1612026-10-29
BlackRock, Inc.
N/A—26,190,487-26,190,487-100%$4.2B———
JPMorgan Chase & Co
N/A—20,017,649-20,017,649-100%$3.2B———
Vanguard Capital Management LLC
N/A—18,000,462-18,000,462-100%$2.9B———
Capital International Investors
N/A—16,961,198-16,961,198-100%$2.7B———
Vanguard Portfolio Management LLC
N/A—13,996,754-13,996,754-100%$2.2B———
State Street Corp
N/A—13,185,799-13,185,799-100%$2.1B———
T. Rowe Price Investment Management, Inc.
N/A—10,272,924-10,272,924-100%$1.6B———
Norges Bank
N/A—5,022,027-5,022,027-100%$802.8M———
Invesco Ltd.
N/A—4,846,026-4,846,026-100%$774.7M———
Wellington Management Group LLP
N/A—4,631,940-4,631,940-100%$740.5M———
Morgan Stanley
N/A—4,397,381-4,397,381-100%$703.0M———
Bank of America Corp
N/A—3,994,679-3,994,679-100%$638.6M———
Loomis Sayles & Co L P
N/A—3,673,461-3,673,461-100%$587.2M———
Northern Trust Corp
N/A—3,096,181-3,096,181-100%$495.0M———
Price T Rowe Associates Inc
N/A—2,896,631-2,896,631-100%$463.1M———
UBS Group AG
N/A—2,563,062-2,563,062-100%$409.7M———
FMR LLC
N/A—2,507,287-2,507,287-100%$400.8M———
UBS Asset Management Americas LLC
N/A—2,146,294-2,146,294-100%$343.1M———
Citadel Advisors LLC
N/A—2,093,797-2,093,797-100%$334.7M———
Legal & General Group Plc
N/A—1,861,575-1,861,575-100%$297.6M———
Stifel Financial Corp
N/A—1,825,459-1,825,459-100%$291.8M———
Charles Schwab Investment Management Inc
N/A—1,777,309-1,777,309-100%$284.1M———
Goldman Sachs Group Inc
N/A—1,598,641-1,598,641-100%$255.6M———
Vanguard Fiduciary Trust Co
N/A—1,558,164-1,558,164-100%$249.1M———
Boston Partners
N/A—1,524,928-1,524,928-100%$243.8M———
Alliancebernstein L.P.
N/A—1,474,350-1,474,350-100%$229.2M———
TD Asset Management Inc
N/A—1,350,006-1,350,006-100%$215.8M———
Point72 Asset Management, L.P.
N/A—1,309,739-1,309,739-100%$209.4M———
Capital Research Global Investors
N/A—1,233,167-1,233,167-100%$197.1M———
Ilex Capital Partners (UK) LLP
N/A—1,016,155-1,016,155-100%$162.4M———
USS Investment Management Ltd
N/A—864,413-864,413-100%$138.2M———
Epoch Investment Partners, Inc.
N/A—845,174-845,174-100%$135.1M———
Swiss National Bank
N/A—779,600-779,600-100%$124.6M———
Wells Fargo & Company
N/A—682,343-682,343-100%$109.1M———
Nuveen, LLC
N/A—663,995-663,995-100%$106.1M———
Vanguard Asset Management, Ltd
N/A—623,896-623,896-100%$99.7M———
BNP Paribas Financial Markets
N/A—623,109-623,109-100%$99.6M———
Capital World Investors
N/A—615,422-615,422-100%$98.4M———
Alyeska Investment Group, L.P.
N/A—602,050-602,050-100%$96.2M———
Royal Bank of Canada
N/A—598,855-598,855-100%$95.7M———
Vanguard Global Advisers, LLC
N/A—594,793-594,793-100%$95.1M———
Rhumbline Advisers
N/A—563,106-563,106-100%$90.0M———
Fundsmith LLP
N/A—556,107-556,107-100%$88.9M———
Neuberger Berman Group LLC
N/A—551,636-551,636-100%$88.2M———
Raymond James Financial Inc
N/A—542,775-542,775-100%$86.8M———
HSBC Holdings PLC
N/A—527,665-527,665-100%$84.2M———
Bristol John W & Co Inc
N/A—527,241-527,241-100%$84.3M———
California Public Employees Retirement System
N/A—520,641-520,641-100%$83.2M———
Marshall Wace, LLP
N/A—500,000-500,000-100%$79.9M———
Federated Hermes, Inc.
N/A—498,822-498,822-100%$79.7M———
Camrose Capital Investment Partners LLP
N/A—481,103-481,103-100%$76.9M———
National Pension Service
N/A—470,206-470,206-100%$75.2M———
Alkeon Capital Management LLC
N/A—465,603-465,603-100%$74.4M———
Capital International, Inc.
N/A—454,966-454,966-100%$72.7M———
California State Teachers Retirement System
N/A—438,772-438,772-100%$70.1M———
Natixis Advisors, LLC
N/A—429,664-429,664-100%$68.7M———
Paralel Advisors LLC
N/A—425,000-425,000-100%$67.9M———
Toronto Dominion Bank
N/A—407,081-407,081-100%$65.1M———
First Trust Advisors LP
N/A—381,463-381,463-100%$61.0M———
Adage Capital Partners GP, L.L.C.
N/A—377,602-377,602-100%$60.4M———
Magellan Asset Management Ltd
N/A—358,827-358,827-100%$57.4M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—342,148-342,148-100%$52.4M———
Envestnet Asset Management Inc
N/A—340,734-340,734-100%$54.5M———
Freestone Grove Partners LP
N/A—334,683-334,683-100%$53.5M———
AQR Capital Management LLC
N/A—295,570-295,570-100%$46.6M———
Mane Global Capital Management LP
N/A—294,217-294,217-100%$47.0M———
Renaissance Technologies LLC
N/A—291,600-291,600-100%$46.6M———
Quantinno Capital Management LP
N/A—277,012-277,012-100%$44.3M———
Victory Capital Management Inc
N/A—274,348-274,348-100%$43.9M———
APG Asset Management N.V.
N/A—269,007-269,007-100%$37.6M———
State Board of Administration of Florida Retirement System
N/A—241,074-241,074-100%$38.5M———
Aviva PLC
N/A—240,776-240,776-100%$38.5M———
Canada Life Assurance Co
N/A—236,082-236,082-100%$37.7M———
Mitsubishi UFJ Trust & Banking Corp
N/A—221,360-221,360-100%$35.4M———
New York State Common Retirement Fund
N/A—208,200-208,200-100%$33.3M———
BNP Paribas Asset Management Holding S.A.
N/A—207,515-207,515-100%$33.2M———
Susquehanna Portfolio Strategies, LLC
N/A—205,867-205,867-100%$32.9M———
Prudential Financial Inc
N/A—201,883-201,883-100%$32.3M———
Ameriprise Financial Inc
N/A—197,462-197,462-100%$31.6M———
SEI Investments Co
N/A—193,688-193,688-100%$31.0M———
Fundsmith Investment Services Ltd.
N/A—178,009-178,009-100%$28.5M———
Franklin Resources Inc
N/A—175,869-175,869-100%$28.1M———
National Bank of Canada
N/A—173,168-173,168-100%$27.7M———
NS Partners Ltd
N/A—171,184-171,184-100%$27.4M———
Public Employees Retirement Association of Colorado
N/A—167,140-167,140-100%$26.7M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—166,001-166,001-100%$26.5M———
Marsico Capital Management LLC
N/A—164,295-164,295-100%$26.3M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—162,210-162,210-100%$25.9M———
Glenmede Trust Co NA
N/A—152,959-152,959-100%$24.5M———
Voloridge Investment Management, LLC
N/A—151,763-151,763-100%$24.3M———
Capital International Sarl
N/A—149,238-149,238-100%$23.9M———
Balyasny Asset Management L.P.
N/A—148,808-148,808-100%$23.8M———
State of Wisconsin Investment Board
N/A—148,205-148,205-100%$23.7M———
KLP Kapitalforvaltning AS
N/A—147,948-147,948-100%$23.7M———
Vanguard Investments Australia, Ltd.
N/A—141,741-141,741-100%$22.7M———
Manufacturers Life Insurance Company, the
N/A—141,601-141,601-100%$22.6M———
Chevy Chase Trust Holdings, LLC
N/A—139,624-139,624-100%$22.3M———
Cerity Partners LLC
N/A—137,200-137,200-100%$21.9M———
Man Group plc
N/A—136,950-136,950-100%$21.9M———
CIBC Bancorp USA Inc.
N/A—136,195-136,195-100%$21.8M———
Azimuth Capital Investment Management LLC
N/A—132,530-132,530-100%$21.2M———
Bank of Nova Scotia
N/A—129,924-129,924-100%$20.8M———
Korea Investment Corp
N/A—129,182-129,182-100%$20.7M———
Tredje Ap-fonden
N/A—128,674-128,674-100%$20.6M———
Teacher Retirement System of Texas
N/A—125,211-125,211-100%$20.0M———
Baird Financial Group, Inc.
N/A—123,008-123,008-100%$19.7M———
Janney Montgomery Scott LLC
N/A—121,714-121,714-100%$19.5M———
Treasurer of the State of North Carolina
N/A—117,724-117,724-100%$18.8M———
Hudson Bay Capital Management LP
N/A—113,267-113,267-100%$18.1M———
Captrust Financial Advisors
N/A—109,771-109,771-100%$17.5M———
Royal London Asset Management LTD
N/A—109,593-109,593-100%$17.5M———
Northwest & Ethical Investments L.P.
N/A—109,398-109,398-100%$17.5M———
Nomura Asset Management Co LTD
N/A—109,396-109,396-100%$17.5M———
Gotham Asset Management, LLC
N/A—108,956-108,956-100%$17.4M———
American Century Companies Inc
N/A—108,668-108,668-100%$17.4M———
Lord, Abbett & Co. LLC
N/A—104,900-104,900-100%$16.8M———
Canada Pension Plan Investment Board
N/A—103,902-103,902-100%$16.6M———
Resona Asset Management Co.,Ltd.
N/A—102,554-102,554-100%$16.4M———
Systematic Alpha Investments, LLC
N/A—99,234-99,234-100%$15.9M———
Storebrand Asset Management AS
N/A—96,143-96,143-100%$15.4M———
Railway Pension Investments Ltd
N/A—94,600-94,600-100%$15.1M———
Capital International LTD
N/A—85,402-85,402-100%$13.7M———
Cantillon Capital Management LLC
N/A—83,427-83,427-100%$13.3M———
Cetera Investment Advisers
N/A—83,320-83,320-100%$13.3M———
State of Tennessee, Department of Treasury
N/A—82,575-82,575-100%$13.2M———
Jones Financial Companies Lllp
N/A—80,595-80,595-100%$12.6M———
Ensign Peak Advisors, Inc
N/A—80,308-80,308-100%$12.8M———
Public Employees Retirement System of Ohio
N/A—78,790-78,790-100%$12.6M———
Pinebridge Investments LLC
N/A—78,763-78,763-100%$12.6M———
M&T Bank Corp
N/A—77,704-77,704-100%$12.4M———
Varma Mutual Pension Insurance Co
N/A—76,753-76,753-100%$12.3M———
FIL Ltd
N/A—75,788-75,788-100%$12.1M———
Focus Partners Wealth
N/A—71,832-71,832-100%$11.5M———
Commerce Bank
N/A—71,647-71,647-100%$11.5M———
Klingenstein Fields & Co LP
N/A—70,939-70,939-100%$11.3M———
Mediolanum International Funds Ltd
N/A—69,962-69,962-100%$11.1M———
MetLife Investment Management, LLC
N/A—66,308-66,308-100%$10.6M———
Mercer Global Advisors Inc
N/A—64,223-64,223-100%$10.3M———
Vestcor Inc
N/A—63,689-63,689-100%$10.2M———
HighTower Advisors, LLC
N/A—62,439-62,439-100%$10.0M———
Pathstone Holdings, LLC
N/A—62,176-62,176-100%$9.9M———
DnB Asset Management AS
N/A—60,744-60,744-100%$9.7M———
Voya Investment Management LLC
N/A—56,658-56,658-100%$9.1M———
First Manhattan Co. Llc.
N/A—56,187-56,187-100%$9.0M———
O'shaughnessy Asset Management, LLC
N/A—55,714-55,714-100%$8.9M———
Schroder Investment Management Group
N/A—54,467-54,467-100%$8.6M———
QRG Capital Management, Inc.
N/A—54,333-54,333-100%$8.7M———
Tidal Investments LLC
N/A—53,189-53,189-100%$8.5M———
Osaic Holdings, Inc.
N/A—52,970-52,970-100%$8.5M———
Trajan Wealth LLC
N/A—52,631-52,631-100%$8.4M———
Orion Porfolio Solutions, LLC
N/A—52,493-52,493-100%$8.4M———
Empowered Funds, LLC
N/A—52,239-52,239-100%$8.4M———
Chilton Investment Co Inc.
N/A—51,253-51,253-100%$8.2M———
Elo Mutual Pension Insurance Co
N/A—49,263-49,263-100%$7.9M———
SG Americas Securities, LLC
N/A—48,621-48,621-100%$7.8M———
Ossiam
N/A—45,957-45,957-100%$7.3M———
Public Sector Pension Investment Board
N/A—44,586-44,586-100%$7.1M———
Wesleyan Assurance Society
N/A—42,420-42,420-100%$6.8M———
Utah Retirement Systems
N/A—41,962-41,962-100%$6.7M———
British Columbia Investment Management Corp
N/A—41,466-41,466-100%$6.6M———
Vanguard Personalized Indexing Management, LLC
N/A—40,273-40,273-100%$6.4M———
Northern Right Capital Management, L.P.
N/A—40,000-40,000-100%$6.4M———
Bartlett & Co. Wealth Management LLC
N/A—39,886-39,886-100%$6.4M———
Platinum Investment Management LTD
N/A—39,847-39,847-100%$6.4M———
Sanctuary Advisors, LLC
N/A—37,689-37,689-100%$6.0M———
Ilmarinen Mutual Pension Insurance Co
N/A—37,216-37,216-100%$5.9M———
Nissay Asset Management Corp N
N/A—37,033-37,033-100%$5.9M———
Federation des caisses Desjardins du Quebec
N/A—35,928-35,928-100%$5.7M———
Lombard Odier Asset Management (Switzerland) SA
N/A—35,810-35,810-100%$5.7M———
Rockefeller Capital Management L.P.
N/A—35,482-35,482-100%$5.7M———
Cinctive Capital Management LP
N/A—35,405-35,405-100%$5.7M———
Scotia Capital Inc.
N/A—34,283-34,283-100%$5.5M———
DJE Kapital AG
N/A—34,200-34,200-100%$5.4M———
Jupiter Topco LLC
N/A—34,141-34,141-100%$5.5M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—34,022-34,022-100%$5.4M———
Beacon Pointe Advisors, LLC
N/A—33,239-33,239-100%$5.3M———
Credit Agricole S A
N/A—33,057-33,057-100%$5.3M———
Allstate Corp
N/A—32,317-32,317-100%$5.2M———
Susquehanna International Group, LLP
N/A—31,849-31,849-100%$5.1M———
Daiichi Life Insurance Co., Ltd.
N/A—31,822-31,822-100%$5.1M———
Snowden Capital Advisors LLC
N/A—31,729-31,729-100%$5.1M———
MML Investors Services, LLC
N/A—31,617-31,617-100%$5.1M———
Andra Ap-fonden
N/A—31,547-31,547-100%$5.0M———
Banco Santander, S.A.
N/A—31,049-31,049-100%$5.0M———
Dakota Wealth Management
N/A—30,892-30,892-100%$4.9M———
Macquarie Group LTD
N/A—30,849-30,849-100%$4.9M———
Northwestern Mutual Wealth Management Co
N/A—30,580-30,580-100%$4.9M———
Blair William & Co
N/A—28,950-28,950-100%$4.6M———
Conscious Wealth Investments, LLC
N/A—27,670-27,670-100%$4.1M———
Banque Cantonale Vaudoise
N/A—27,161-27,161-100%$4.3M———
Millennium Management LLC
N/A—26,897-26,897-100%$4.3M———
Brown Advisory Inc
N/A—26,890-26,890-100%$4.3M———
Composition Wealth, LLC
N/A—26,682-26,682-100%$4.3M———
Pinnacle Financial Partners, Inc.
N/A—26,072-26,072-100%$4.2M———
Horizon Investments, LLC
N/A—25,997-25,997-100%$4.2M———
Rafferty Asset Management, LLC
N/A—25,444-25,444-100%$4.1M———
Allianz Asset Management GmbH
N/A—25,413-25,413-100%$4.1M———
Steward Partners Investment Advisory, LLC
N/A—25,023-25,023-100%$4.0M———
Siemens Fonds Invest GmbH
N/A—23,659-23,659-100%$3.8M———
Envestnet Portfolio Solutions, Inc.
N/A—23,572-23,572-100%$3.8M———
Oxbow Advisors, LLC
N/A—23,548-23,548-100%$3.8M———
Coppell Advisory Solutions LLC
N/A—22,968-22,968-100%$2.5M———
CIBC World Market Inc.
N/A—22,192-22,192-100%$3.5M———
Teachers Retirement System of the State of Kentucky
N/A—21,886-21,886-100%$3.5M———
Ostrum Asset Management
N/A—21,362-21,362-100%$3.4M———
Pacer Advisors, Inc.
N/A—21,243-21,243-100%$3.4M———
Investment Management Corp of Ontario
N/A—21,142-21,142-100%$3.4M———
Two Sigma Investments, LP
N/A—20,797-20,797-100%$3.3M———
Sequoia Financial Advisors, LLC
N/A—20,633-20,633-100%$3.3M———
Westpac Banking Corp
N/A—20,429-20,429-100%$3.3M———
Omers Administration Corp
N/A—20,406-20,406-100%$3.3M———
Capital Group Private Client Services, Inc.
N/A—20,329-20,329-100%$3.2M———
MAI Capital Management
N/A—20,232-20,232-100%$3.2M———
Quantbot Technologies LP
N/A—20,098-20,098-100%$3.2M———
Stock Yards Bank & Trust Co
N/A—19,983-19,983-100%$3.2M———
Stratos Wealth Advisors, LLC
N/A—19,565-19,565-100%$3.1M———
&partners
N/A—19,558-19,558-100%$3.1M———
Panagora Asset Management Inc
N/A—19,524-19,524-100%$3.1M———
Silvercrest Asset Management Group LLC
N/A—19,466-19,466-100%$3.1M———
Saudi Central Bank
N/A—19,350-19,350-100%$3.1M———
Capital Advisors Inc
N/A—19,298-19,298-100%$3.1M———
Colonial Trust Advisors
N/A—19,205-19,205-100%$3.1M———
Woodline Partners LP
N/A—19,198-19,198-100%$3.1M———
Kentucky Retirement Systems
N/A—17,597-17,597-100%$2.8M———
Norinchukin Bank, The
N/A—17,506-17,506-100%$2.8M———
NewEdge Advisors, LLC
N/A—17,485-17,485-100%$2.8M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—17,232-17,232-100%$2.8M———
Capital Group Investment Management Pte. Ltd.
N/A—17,151-17,151-100%$2.7M———
Aristides Capital LLC
N/A—16,557-16,557-100%$2.6M———
Whittier Trust Co of Nevada Inc
N/A—16,214-16,214-100%$2.7M———
Waverly Advisors, LLC
N/A—16,206-16,206-100%$2.6M———
Huntington National Bank
N/A—16,022-16,022-100%$2.6M———
Brant Point Investment Management LLC
N/A—15,944-15,944-100%$2.5M———
Nomura Holdings Inc
N/A—15,927-15,927-100%$2.5M———
Bridgewater Associates, LP
N/A—15,909-15,909-100%$2.5M———
Delta Global Management LP
N/A—15,725-15,725-100%$2.5M———
Mitchell Mcleod Pugh & Williams Inc
N/A—15,644-15,644-100%$2.5M———
1ST Source Bank
N/A—15,601-15,601-100%$2.5M———
Allianz SE
N/A—15,579-15,579-100%$2.5M———
Summit Trail Advisors, LLC
N/A—15,298-15,298-100%$2.4M———
EP Wealth Advisors, LLC
N/A—14,820-14,820-100%$2.4M———
FourThought Financial Partners, LLC
N/A—14,617-14,617-100%$2.3M———
Nicolet Bankshares Inc
N/A—13,261-13,261-100%$2.2M———
Vident Advisory, LLC
N/A—13,218-13,218-100%$2.1M———
Stratos Wealth Partners, Ltd.
N/A—13,084-13,084-100%$2.1M———
Kingsview Wealth Management, LLC
N/A—12,979-12,979-100%$2.1M———
Susquehanna Fundamental Investments, LLC
N/A—12,648-12,648-100%$2.0M———
AXQ Capital, LP
N/A—12,635-12,635-100%$2.0M———
Evercore Wealth Management, LLC
N/A—12,533-12,533-100%$2.0M———
United Capital Financial Advisors, LLC
N/A—12,461-12,461-100%$2.0M———
XTX Topco Ltd
N/A—12,442-12,442-100%$2.0M———
AustralianSuper Pty Ltd
N/A—12,440-12,440-100%$2.0M———
Trustmark Bank Trust Department
N/A—12,313-12,313-100%$2.0M———
Stephens Inc
N/A—12,081-12,081-100%$2.0M———
Private Advisor Group, LLC
N/A—11,874-11,874-100%$1.9M———
Shufro Rose & Co LLC
N/A—11,708-11,708-100%$1.9M———
Laird Norton Wetherby Trust Company, LLC
N/A—11,694-11,694-100%$1.9M———
Jane Street Group, LLC
N/A—11,673-11,673-100%$1.9M———
Cresset Asset Management, LLC
N/A—11,649-11,649-100%$1.9M———
Callan Family Office, LLC
N/A—11,633-11,633-100%$1.9M———
Johnson Investment Counsel Inc
N/A—11,460-11,460-100%$1.8M———
Brown Brothers Harriman & Co
N/A—11,362-11,362-100%$1.8M———
Integrated Wealth Concepts LLC
N/A—11,287-11,287-100%$1.8M———
Mufg Securities Emea plc
N/A—10,788-10,788-100%$1.7M———
Hutner Capital Management Inc
N/A—10,693-10,693-100%$1.7M———
Bleakley Financial Group, LLC
N/A—10,385-10,385-100%$1.7M———
AE Wealth Management LLC
N/A—10,370-10,370-100%$1.7M———
Auxier Asset Management LLC
N/A—10,193-10,193-100%$1.6M———
Timelo Investment Management Inc.
N/A—10,000-10,000-100%$1.6M———
Arax Advisory Partners
N/A—9,972-9,972-100%$1.6M———
Metis Global Partners, LLC
N/A—9,926-9,926-100%$1.6M———
RB Capital Management, LLC
N/A—9,895-9,895-100%$1.6M———
Sirios Capital Management L P
N/A—9,416-9,416-100%$1.5M———
Edgestream Partners, L.P.
N/A—9,159-9,159-100%$1.5M———
Fiduciary Trust Co
N/A—9,101-9,101-100%$1.5M———
CI Investments Inc.
N/A—8,934-8,934-100%$1.4M———
Meeder Advisory Services, Inc.
N/A—8,867-8,867-100%$1.4M———
PFG Investments, LLC
N/A—8,858-8,858-100%$1.4M———
Northwestern Mutual Investment Management Company, LLC
N/A—8,837-8,837-100%$1.4M———
Benjamin Edwards Inc
N/A—8,770-8,770-100%$1.4M———
Principal Securities, Inc.
N/A—8,723-8,723-100%$1.4M———
Ballentine Partners, LLC
N/A—8,705-8,705-100%$1.4M———
Independent Advisor Alliance
N/A—8,612-8,612-100%$1.4M———
Brave Asset Management Inc
N/A—8,379-8,379-100%$1.3M———
Painted Porch Advisors LLC
N/A—8,342-8,342-100%$1.3M———
Mufg Securities Americas Inc.
N/A—8,302-8,302-100%$1.3M———
Spartan Wealth Advisory Services LLC
N/A—8,216-8,216-100%$1.3M———
Wealthspire Advisors, LLC
N/A—8,063-8,063-100%$1.3M———
Knollwood Investment Advisory, LLC
N/A—8,018-8,018-100%$1.3M———
Van Hulzen Asset Management, LLC
N/A—8,008-8,008-100%$1.3M———
Meiji Yasuda Asset Management Co Ltd.
N/A—7,869-7,869-100%$1.3M———
North Star Asset Management Inc
N/A—7,798-7,798-100%$1.2M———
Essex Financial Services, Inc.
N/A—7,724-7,724-100%$1.2M———
Choate Investment Advisors
N/A—7,710-7,710-100%$1.2M———
Syon Capital LLC
N/A—7,708-7,708-100%$1.2M———
Tradewinds, Llc.
N/A—7,632-7,632-100%$328.0K———
Bradley Foster & Sargent Inc
N/A—7,525-7,525-100%$1.2M———
Vanguard National Trust Co
N/A—7,500-7,500-100%$1.2M———
Sand Hill Global Advisors, LLC
N/A—7,494-7,494-100%$1.2M———
OneDigital Investment Advisors LLC
N/A—7,324-7,324-100%$1.2M———
Kentucky Retirement Systems Insurance Trust Fund
N/A—7,302-7,302-100%$1.2M———
Rehmann Capital Advisory Group
N/A—7,248-7,248-100%$1.2M———
Verition Fund Management LLC
N/A—7,133-7,133-100%$1.1M———
Evolve Private Wealth, LLC
N/A—7,046-7,046-100%$1.1M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—7,028-7,028-100%$1.1M———
D. E. Shaw & Co., Inc.
N/A—7,019-7,019-100%$1.1M———
Baldwin Investment Management, LLC
N/A—6,957-6,957-100%$1.1M———
McMillan Office, Inc.
N/A—6,820-6,820-100%$1.1M———
Advisory Services Network, LLC
N/A—6,558-6,558-100%$1.0M———
Aptus Capital Advisors, LLC
N/A—6,424-6,424-100%$1.0M———
Advisory Alpha, LLC
N/A—6,351-6,351-100%$1.0M———
Caprock Group, LLC
N/A—6,277-6,277-100%$1.0M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—6,190-6,190-100%$989.5K———
Vestmark Advisory Solutions, Inc.
N/A—6,092-6,092-100%$973.9K———
Voleon Capital Management LP
N/A—6,038-6,038-100%$965.2K———
Fayez Sarofim & Co
N/A—5,986-5,986-100%$956.9K———
AR Asset Management Inc
N/A—5,960-5,960-100%$952.8K———
Godshalk Welsh Capital Management, Inc.
N/A—5,935-5,935-100%$948.8K———
Engineers Gate Manager LP
N/A—5,890-5,890-100%$941.6K———
RD Lewis Holdings, Inc.
N/A—5,819-5,819-100%$835.5K———
Connors Investor Services Inc
N/A—5,800-5,800-100%$927.2K———
Atom Investors LP
N/A—5,724-5,724-100%$915.0K———
Havemeyer Place LP
N/A—5,720-5,720-100%$914.4K———
Prudential PLC
N/A—5,665-5,665-100%$905.6K———
First National Bank of Omaha
N/A—5,648-5,648-100%$899.9K———
Capital Analysts, LLC
N/A—5,479-5,479-100%$876.0K———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—5,461-5,461-100%$873.0K———
Advisors Asset Management, Inc.
N/A—5,459-5,459-100%$872.7K———
Cary Street Partners Financial LLC
N/A—5,417-5,417-100%$866.0K———
Circle Wealth Management, LLC
N/A—5,401-5,401-100%$863.4K———
Commerzbank Aktiengesellschaft
N/A—5,383-5,383-100%$861.0K———
Brevan Howard Capital Management LP
N/A—5,217-5,217-100%$834.0K———
Bragg Financial Advisors, Inc
N/A—5,020-5,020-100%$802.5K———
Coastal Bridge Advisors, LLC
N/A—4,910-4,910-100%$784.9K———
RWA Wealth Partners, LLC
N/A—4,799-4,799-100%$767.2K———
Cannell & Spears LLC
N/A—4,592-4,592-100%$734.1K———
NewEdge Wealth, LLC
N/A—4,572-4,572-100%$730.8K———
TCW Group Inc
N/A—4,499-4,499-100%$719.2K———
Entropy Technologies, LP
N/A—4,471-4,471-100%$714.7K———
Marietta Investment Partners LLC
N/A—4,396-4,396-100%$702.7K———
IHT Wealth Management, LLC
N/A—4,291-4,291-100%$685.9K———
Guggenheim Capital LLC
N/A—4,148-4,148-100%$663.1K———
American Money Management, LLC
N/A—4,143-4,143-100%$662.3K———
Arkadios Wealth Advisors
N/A—4,051-4,051-100%$647.6K———
Lionhunter Capital Management, LLC
N/A—4,009-4,009-100%$640.9K———
Spinnaker Trust
N/A—4,005-4,005-100%$640.2K———
Ceeto Capital Group, LLC
N/A—4,000-4,000-100%$639.0K———
World Investment Advisors
N/A—3,996-3,996-100%$622.3K———
Sound Capital Solutions LLC
N/A—3,991-3,991-100%$638.0K———
Optimize Financial Inc.
N/A—3,991-3,991-100%$638.0K———
Chancellor Financial Group WB LP
N/A—3,920-3,920-100%$626.7K———
First Western Trust Bank
N/A—3,898-3,898-100%$623.1K———
Kovack Advisors, Inc.
N/A—3,894-3,894-100%$628.3K———
Garrison Point Advisors, LLC
N/A—3,860-3,860-100%$617.1K———
Twin Capital Management Inc
N/A—3,859-3,859-100%$616.9K———
Argent Advisors, Inc.
N/A—3,773-3,773-100%$603.2K———
Summit Financial, LLC
N/A—3,729-3,729-100%$596.0K———
Rodgers Brothers Inc.
N/A—3,727-3,727-100%$595.8K———
Evelyn Partners Group Ltd
N/A—3,702-3,702-100%$591.8K———
Peapack Gladstone Financial Corp
N/A—3,684-3,684-100%$589.0K———
Moneta Group Investment Advisors LLC
N/A—3,670-3,670-100%$586.7K———
Checchi Capital Advisers, LLC
N/A—3,659-3,659-100%$584.8K———
Quantitative Investment Management, LLC
N/A—3,656-3,656-100%$584.0K———
Unifi Asset Management LP
N/A—3,610-3,610-100%$577.1K———
CreativeOne Wealth, LLC
N/A—3,548-3,548-100%$567.2K———
Atlantic Union Bankshares Corp
N/A—3,529-3,529-100%$564.1K———
Magnolia Capital Advisors LLC
N/A—3,501-3,501-100%$559.7K———
Equitable Holdings, Inc.
N/A—3,484-3,484-100%$556.9K———
Paragon Financial Partners, Inc.
N/A—3,466-3,466-100%$531.3K———
Savvy Advisors, Inc.
N/A—3,427-3,427-100%$547.9K———
Whittier Trust Co
N/A—3,371-3,371-100%$559.6K———
Tower Research Capital LLC (TRC)
N/A—3,357-3,357-100%$536.7K———
Roundview Capital LLC
N/A—3,333-3,333-100%$532.9K———
Cozad Asset Management Inc
N/A—3,250-3,250-100%$519.5K———
Simmons Bank
N/A—3,245-3,245-100%$518.7K———
Rathbones Group PLC
N/A—3,241-3,241-100%$518.1K———
Palisades Hudson Asset Management, L.P.
N/A—3,223-3,223-100%$515.0K———
Pure Financial Advisors, LLC
N/A—3,213-3,213-100%$513.6K———
Whalerock Point Partners, LLC
N/A—3,194-3,194-100%$510.6K———
Financial Engines Advisors L.L.C.
N/A—3,186-3,186-100%$509.3K———
Groupama Asset Managment
N/A—3,084-3,084-100%$488.0K———
Tiaa Wealth Investment Management LLC
N/A—3,064-3,064-100%$489.8K———
Boothbay Fund Management, LLC
N/A—3,052-3,052-100%$487.9K———
Transcend Capital Advisors, LLC
N/A—3,007-3,007-100%$480.7K———
Smartleaf Asset Management LLC
N/A—3,000-3,000-100%$474.8K———
Bayesian Capital Management, LP
N/A—3,000-3,000-100%$479.6K———
Erste Asset Management GmbH
N/A—2,960-2,960-100%$468.4K———
BOK Financial Private Wealth, Inc.
N/A—2,936-2,936-100%$469.3K———
Texas Yale Capital Corp.
N/A—2,914-2,914-100%$465.8K———
Gladstone Institutional Advisory LLC
N/A—2,891-2,891-100%$462.1K———
Elk River Wealth Management LLC
N/A—2,860-2,860-100%$457.2K———
ST Germain D J Co Inc
N/A—2,855-2,855-100%$456.4K———
Round Rock Advisors LLC
N/A—2,843-2,843-100%$454.5K———
Ameritas Investment Partners, Inc.
N/A—2,815-2,815-100%$450.1K———
Aureus Asset Management, LLC
N/A—2,720-2,720-100%$434.8K———
Venturi Wealth Management, LLC
N/A—2,719-2,719-100%$434.7K———
Douglass Winthrop Advisors, LLC
N/A—2,708-2,708-100%$432.9K———
Mutual Advisors, LLC
N/A—2,603-2,603-100%$416.1K———
Bristlecone Value Partners, LLC
N/A—2,584-2,584-100%$413.1K———
Everpar Advisors LLC
N/A—2,574-2,574-100%$411.5K———
Kintra Wealth, LLC
N/A—2,545-2,545-100%$384.0K———
Colonial Trust Co / SC
N/A—2,544-2,544-100%$406.7K———
Frec Markets, Inc.
N/A—2,530-2,530-100%$404.4K———
RiverFront Investment Group, LLC
N/A—2,512-2,512-100%$401.6K———
Kera Capital Partners, Inc.
N/A—2,496-2,496-100%$399.0K———
Xcelsior Advisor Partners LLC
N/A—2,475-2,475-100%$395.7K———
Pacific Point Advisors, LLC
N/A—2,445-2,445-100%$390.9K———
Cambria Investment Management, L.P.
N/A—2,443-2,443-100%$390.5K———
Empower Advisory Group, LLC
N/A—2,435-2,435-100%$389.3K———
Curi Capital, LLC
N/A—2,392-2,392-100%$382.4K———
44 Wealth Management LLC
N/A—2,387-2,387-100%$381.6K———
Headinvest, LLC
N/A—2,341-2,341-100%$374.2K———
Mosaic Family Wealth Partners, LLC
N/A—2,332-2,332-100%$372.8K———
Clark Capital Management Group, Inc.
N/A—2,322-2,322-100%$371.2K———
Jaffetilchin Investment Partners, LLC
N/A—2,312-2,312-100%$369.6K———
Hills Bank & Trust Co
N/A—2,300-2,300-100%$367.7K———
Pgim Custom Harvest LLC
N/A—2,296-2,296-100%$367.0K———
Keystone Financial Group
N/A—2,275-2,275-100%$363.7K———
New Age Alpha Advisors, LLC
N/A—2,254-2,254-100%$360.3K———
Roehl & Yi Investment Advisors, LLC
N/A—2,249-2,249-100%$359.5K———
Iron Gate Global Advisors LLC
N/A—2,192-2,192-100%$350.4K———
Flputnam Investment Management Co
N/A—2,191-2,191-100%$350.2K———
Blueshift Asset Management, LLC
N/A—2,153-2,153-100%$344.2K———
US Asset Management LLC
N/A—2,143-2,143-100%$342.6K———
Cambient Family Office, LLC
N/A—2,136-2,136-100%$341.5K———
BFC Planning, Inc.
N/A—2,070-2,070-100%$330.8K———
Waddell & Associates, LLC
N/A—2,066-2,066-100%$330.3K———
Advyzon Investment Management, LLC
N/A—2,058-2,058-100%$329.0K———
First Foundation Advisors
N/A—2,056-2,056-100%$328.7K———
Duncan Williams Asset Management, LLC
N/A—2,050-2,050-100%$327.7K———
Ameritas Advisory Services, LLC
N/A—2,048-2,048-100%$327.4K———
Bridgewater Advisors Inc.
N/A—2,043-2,043-100%$288.2K———
OneAscent Wealth Management LLC
N/A—2,027-2,027-100%$324.0K———
Graver Capital Management, LLC
N/A—2,000-2,000-100%$319.7K———
Palumbo Wealth Management LLC
N/A—1,985-1,985-100%$317.4K———
WealthTrust Axiom LLC
N/A—1,965-1,965-100%$314.1K———
NorthCoast Asset Management LLC
N/A—1,954-1,954-100%$312.4K———
One Capital Management, LLC
N/A—1,938-1,938-100%$301.4K———
Allied Private Wealth LLC
N/A—1,934-1,934-100%$319.7K———
Fora Capital, LLC
N/A—1,923-1,923-100%$307.4K———
Morris Financial Concepts, Inc.
N/A—1,918-1,918-100%$306.5K———
Capital & Planning, LLC
N/A—1,879-1,879-100%$300.4K———
Bank of Hawaii
N/A—1,844-1,844-100%$294.8K———
Global Retirement Partners, LLC
N/A—1,820-1,820-100%$290.9K———
HM Payson & Co
N/A—1,818-1,818-100%$290.6K———
AlphaGrep UK Ltd
N/A—1,807-1,807-100%$288.9K———
Fiduciary Group, LLC
N/A—1,798-1,798-100%$287.4K———
PCM Encore, LLC
N/A—1,780-1,780-100%$284.6K———
Founders Financial Alliance, LLC
N/A—1,773-1,773-100%$283.4K———
Cascade Financial Partners, LLC
N/A—1,770-1,770-100%$283.0K———
Sound View Wealth Advisors Group, LLC
N/A—1,764-1,764-100%$282.0K———
Beck Mack & Oliver LLC
N/A—1,760-1,760-100%$281.4K———
Foundations Investment Advisors, LLC
N/A—1,729-1,729-100%$276.4K———
Truvestments Capital LLC
N/A—1,713-1,713-100%$273.8K———
Frisch Financial Group, Inc.
N/A—1,704-1,704-100%$272.4K———
Modern Wealth Management, LLC
N/A—1,700-1,700-100%$271.9K———
Hancock Whitney Corp
N/A—1,699-1,699-100%$271.6K———
Fidelis Capital Partners, LLC
N/A—1,693-1,693-100%$270.6K———
Pointe Capital Management LLC
N/A—1,665-1,665-100%$266.2K———
Dover Advisors, LLC
N/A—1,641-1,641-100%$248.3K———
Bogart Wealth, LLC
N/A—1,636-1,636-100%$261.6K———
Arrowroot Family Office, LLC
N/A—1,625-1,625-100%$259.8K———
Bolthouse Investments, LLC
N/A—1,625-1,625-100%$259.8K———
Cary Street Partners Investment Advisory LLC
N/A—1,619-1,619-100%$258.8K———
Catalyst Funds Management Pty Ltd
N/A—1,600-1,600-100%$255.8K———
Westwood Holdings Group Inc
N/A—1,600-1,600-100%$255.8K———
L2 Asset Management, LLC
N/A—1,579-1,579-100%$252.4K———
Advisors Capital Management, LLC
N/A—1,566-1,566-100%$250.4K———
Crewe Advisors LLC
N/A—1,564-1,564-100%$250.0K———
Requisite Capital Management, LLC
N/A—1,559-1,559-100%$249.1K———
Novak & Powell Financial Services, Inc.
N/A—1,513-1,513-100%$241.9K———
NorthRock Partners, LLC
N/A—1,511-1,511-100%$241.6K———
Osborne Partners Capital Management, LLC
N/A—1,500-1,500-100%$239.8K———
Broyhill Asset Management, LLC
N/A—1,500-1,500-100%$239.8K———
Perennial Investment Advisors, LLC
N/A—1,495-1,495-100%$238.9K———
Glen Eagle Advisors, LLC
N/A—1,494-1,494-100%$238.8K———
Fort Point Capital Partners LLC
N/A—1,485-1,485-100%$234.1K———
Sagewood Asset Management LP
N/A—1,445-1,445-100%$231.0K———
Shelton Capital Management
N/A—1,444-1,444-100%$230.8K———
Keel Point, LLC
N/A—1,430-1,430-100%$228.6K———
C M Bidwell & Associates LTD
N/A—1,411-1,411-100%$225.6K———
Lakeridge Wealth Management LLC
N/A—1,404-1,404-100%$224.5K———
Kayne Anderson Rudnick Investment Management LLC
N/A—1,404-1,404-100%$224.5K———
one8zero8, LLC
N/A—1,392-1,392-100%$222.5K———
Haverford Trust Co
N/A—1,361-1,361-100%$217.6K———
Spirepoint Private Client, LLC
N/A—1,360-1,360-100%$217.4K———
Atalanta Sosnoff Capital, LLC
N/A—1,350-1,350-100%$215.8K———
Fukoku Mutual Life Insurance Co
N/A—1,339-1,339-100%$214.1K———
Sandy Cove Advisors, LLC
N/A—1,325-1,325-100%$211.8K———
Townsquare Capital LLC
N/A—1,322-1,322-100%$211.3K———
Ingalls & Snyder LLC
N/A—1,320-1,320-100%$211.0K———
Stonebridge Capital Advisors LLC
N/A—1,320-1,320-100%$211.0K———
Westbourne Investments, Inc.
N/A—1,315-1,315-100%$210.2K———
Rather & Kittrell, Inc.
N/A—1,306-1,306-100%$208.8K———
LOS Angeles Capital Management LLC
N/A—1,302-1,302-100%$208.1K———
Wealthquest Corp
N/A—1,278-1,278-100%$204.4K———
Fortune Financial Advisors, LLC
N/A—1,265-1,265-100%$202.2K———
East Coast Asset Management, Llc.
N/A—1,263-1,263-100%$201.9K———
Windward Capital Management Co
N/A—1,260-1,260-100%$201.4K———
GTS Securities LLC
N/A—1,257-1,257-100%$200.9K———
Webster Bank, N. A.
N/A—1,230-1,230-100%$196.6K———
Anchor Investment Management, LLC
N/A—1,209-1,209-100%$193.3K———
Keating Financial Advisory Services, Inc.
N/A—1,101-1,101-100%$176.0K———
Rothschild Investment LLC
N/A—1,085-1,085-100%$173.4K———
Horizon Bancorp Inc
N/A—1,078-1,078-100%$172.0K———
Monetary Management Group Inc
N/A—1,070-1,070-100%$171.1K———
1015 Capital Partners, LLC
N/A—1,009-1,009-100%$161.3K———
MidFirst Bank
N/A—942-942-100%$150.6K———
Measured Wealth Private Client Group, LLC
N/A—938-938-100%$149.9K———
LRI Investments, LLC
N/A—912-912-100%$145.8K———
Basecamp Wealth Advisors LLC
N/A—878-878-100%$140.4K———
Westfuller Advisors, LLC
N/A—868-868-100%$138.8K———
Graney & King, LLC
N/A—861-861-100%$137.7K———
Sittner & Nelson, LLC
N/A—824-824-100%$131.8K———
Jackson, Grant Investment Advisers, Inc.
N/A—803-803-100%$128.4K———
Aberdeen Wealth Management LLC
N/A—800-800-100%$127.9K———
CoreFirst Bank & Trust
N/A—780-780-100%$124.7K———
Cyber Hornet ETFs LLC
N/A—753-753-100%$120.4K———
Crews Bank & Trust
N/A—747-747-100%$119.4K———
Bernard Wealth Management Corp.
N/A—684-684-100%$109.3K———
Delta Asset Management LLC
N/A—670-670-100%$107.1K———
NI Acquisitions Company, LLC
N/A—633-633-100%$101.2K———
TD Capital Management LLC
N/A—609-609-100%$97.3K———
Field & Main Bank
N/A—600-600-100%$95.9K———
Pinney & Scofield, Inc.
N/A—467-467-100%$74.7K———
Quarry LP
N/A—430-430-100%$68.7K———
Medallion Wealth Advisors, LLC
N/A—416-416-100%$66.5K———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—414-414-100%$66.2K———
CVA Family Office, LLC
N/A—409-409-100%$65.4K———
Strategic Wealth Partners, Ltd.
N/A—402-402-100%$64.3K———
Core Alternative Capital
N/A—400-400-100%$63.9K———
Ancora Advisors LLCA
N/A—380-380-100%$60.7K———
Bruce G. Allen Investments, LLC
N/A—322-322-100%$51.5K———
Strategic Investment Solutions, Inc.
N/A—322-322-100%$51.4K———
Vision Retirement, LLC
N/A—321-321-100%$51.3K———
Copia Wealth Management
N/A—321-321-100%$51.3K———
Basepoint Wealth LLC
N/A—298-298-100%$47.7K———
Private Wealth Asset Management, LLC
N/A—293-293-100%$46.8K———
Caitlin John, LLC
N/A—292-292-100%$46.7K———
Steigerwald, Gordon & Koch Inc.
N/A—274-274-100%$43.8K———
Hamrick Investment Counsel, llc
N/A—263-263-100%$42.0K———
Beaird Harris Wealth Management, LLC
N/A—261-261-100%$41.8K———
GW&K Investment Management, LLC
N/A—250-250-100%$40.0K———
Game Plan Financial Advisors, LLC
N/A—250-250-100%$40.0K———
Providence Capital Advisors, LLC
N/A—250-250-100%$40.0K———
USA Financial Formulas
N/A—244-244-100%$39.0K———
Financial Gravity Companies, Inc.
N/A—240-240-100%$38.4K———
HighMark Wealth Management LLC
N/A—239-239-100%$38.3K———
Sachetta, LLC
N/A—236-236-100%$37.8K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—229-229-100%$36.6K———
SOA Wealth Advisors, Llc.
N/A—220-220-100%$35.1K———
Manning & Napier Advisors LLC
N/A—182-182-100%$28.8K———
Wiser Advisor Group LLC
N/A—182-182-100%$29.1K———
HFM Investment Advisors, LLC
N/A—171-171-100%$27.2K———
Edmond de Rothschild Holding S.A.
N/A—168-168-100%$26.9K———
Hollencrest Capital Management
N/A—140-140-100%$22.4K———
Groupe la Francaise
N/A—137-137-100%$21.9K———
Continuum Advisory, LLC
N/A—136-136-100%$21.7K———
Capital Advisor Network LLC
N/A—111-111-100%$17.7K———
Johnson Financial Group, Inc.
N/A—106-106-100%$16.9K———
Financial Avengers, Inc.
N/A—105-105-100%$16.9K———
Prestige Wealth Management Group LLC
N/A—101-101-100%$16.1K———
Cornerstone Financial Management LLC
N/A—98-98-100%$15.7K———
EFG International AG
N/A—92-92-100%$14.7K———
Kemnay Advisory Services Inc.
N/A—92-92-100%$14.7K———
Fiduciary Financial Advisors
N/A—91-91-100%$14.2K———
Corsicana & Co.
N/A—86-86-100%$13.7K———
Abound Financial, LLC
N/A—85-85-100%$13.6K———
Nalls Sherbakoff Group, LLC
N/A—80-80-100%$12.8K———
Transamerica Financial Advisors, LLC
N/A—79-79-100%$12.6K———
SHP Wealth Management
N/A—78-78-100%$12.4K———
WealthCollab, LLC
N/A—76-76-100%$12.2K———
Dunhill Financial, LLC
N/A—73-73-100%$11.7K———
Meeder Asset Management Inc
N/A—66-66-100%$10.6K———
Mcguire Capital Advisors Inc
N/A—59-59-100%$9.5K———
Raffa Wealth Management, LLC
N/A—57-57-100%$9.1K———
Kerr Financial Planning Corp
N/A—53-53-100%$8.3K———
Ankerstar Wealth, LLC
N/A—50-50-100%$8.0K———
LGT Financial Advisors LLC
N/A—40-40-100%$6.4K———
Altshuler Shaham Ltd
N/A—29-29-100%$4.6K———
Synergy Investment Management, LLC
N/A—27-27-100%$4.1K———
JPL Wealth Management, LLC
N/A—27-27-100%$4.3K———
Penserra Capital Management LLC
N/A—24-24-100%$3———
1 North Wealth Services LLC
N/A—23-23-100%$3.7K———
Silicon Valley Capital Partners
N/A—20-20-100%$3.2K———
Oakmont Advisory Group, LLC
N/A—20-20-100%$3.2K———
Rialto Wealth Management, LLC
N/A—19-19-100%$3.0K———
Kilter Group LLC
N/A—17-17-100%$2.7K———
Marshall Investment Management, LLC
N/A—15-15-100%$2.4K———
Ogorek Anthony Joseph
N/A—10-10-100%$1———
Ameriflex Group, Inc.
N/A—7-7-100%$1.1K———
Broadwater Capital Management LLC
N/A—6-6-100%$959———
Millstone Evans Group, LLC
N/A—5-5-100%$799———
Logan Capital Management Inc
N/A—5-5-100%$799———
Seneschal Advisors, LLC
N/A—5-5-100%$800———
E Fund Management (Hong Kong) Co., Ltd.
N/A—2-2-100%$320———
IMA Advisory Services, Inc.
N/A—2-2-100%$320———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—1-1-100%$124———
Showing 1494 of 1494 institutions