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Totalenergies SE (TTE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Bank of New York Mellon Corp
INCREASED
Shares12,662,495 from 11,655,736
Change+1,006,759 (+9%)
Value$1.1B (+$176.3M)
Filed 2026-11-05
Citigroup Inc
DECREASED
Shares6,798,661 from 8,684,745
Change-1,886,084 (-22%)
Value$584.6M (-$90.9M)
Filed 2026-11-04
M&G Plc
INCREASED
Shares2,994,150 from 2,954,272
Change+39,878 (+1%)
Value$257.9M (+$28.4M)
Filed 2026-11-04
MacKenzie Financial Corp
DECREASED
Shares2,942,641 from 3,350,217
Change-407,576 (-12%)
Value$252.0M (+$127.4M)
Filed 2026-11-02
Bank Julius Baer & Co. Ltd, Zurich
INCREASED
Shares1,919,591 from 1,899,286
Change+20,305 (+1%)
Value$165.2M (+$17.4M)
Filed 2026-10-29
Equity Investment Corp
DECREASED
Shares1,805,282 from 1,806,067
Change-785 (0%)
Value$154.4M (+$13.9M)
Filed 2026-11-04
Pictet Asset Management Holding SA
INCREASED
Shares1,585,273 from 1,380,331
Change+204,942 (+15%)
Value$136.3M (+$28.9M)
Filed 2026-11-03
Antipodes Partners Ltd
INCREASED
Shares1,552,823 from 1,225,885
Change+326,938 (+27%)
Value$133.5M (+$38.2M)
Filed 2026-11-05
Compagnie Lombard Odier SCmA
DECREASED
Shares1,475,674 from 1,568,926
Change-93,252 (-6%)
Value$126.9M (+$4.9M)
Filed 2026-11-04
Vontobel Holding Ltd.
INCREASED
Shares1,404,465 from 1,376,724
Change+27,741 (+2%)
Value$120.5M (+$13.5M)
Filed 2026-10-16
Banque Pictet & CIE SA
INCREASED
Shares1,397,778 from 1,391,148
Change+6,630 (+0%)
Value$120.2M (+$12.0M)
Filed 2026-10-16
Todd Asset Management LLC
INCREASED
Shares1,291,415 from 1,100,416
Change+190,999 (+17%)
Value$110.4M (+$24.9M)
Filed 2026-10-27
Bank Pictet & Cie (Europe) AG
DECREASED
Shares1,166,584 from 1,231,249
Change-64,665 (-5%)
Value$100.3M (+$4.5M)
Filed 2026-10-20
Generali Asset Management SPA SGR
DECREASED
Shares1,162,304 from 1,268,689
Change-106,385 (-8%)
Value$88.0M (+$1.7M)
Filed 2026-10-26
Border to Coast Pensions Partnership Ltd
INCREASED
Shares1,156,313 from 1,032,885
Change+123,428 (+12%)
Value$99.3K (+$19.0K)
Filed 2026-10-09
Aegon Asset Management UK PLC
INCREASED
Shares997,630 from 987,222
Change+10,408 (+1%)
Value$85.8M (+$9.0M)
Filed 2026-11-04
Ninety One UK Ltd
DECREASED
Shares892,650 from 993,743
Change-101,093 (-10%)
Value$76.8M (-$538.6K)
Filed 2026-10-15
Allspring Global Investments Holdings, LLC
INCREASED
Shares753,492 from 517,126
Change+236,366 (+46%)
Value$64.1M (+$25.3M)
Filed 2026-11-04
Dimensional Fund Advisors LP
INCREASED
Shares748,908 from 506,735
Change+242,173 (+48%)
Value$64.0M (+$24.6M)
Filed 2026-11-04
Thrivent Financial for Lutherans
DECREASED
Shares492,042 from 528,414
Change-36,372 (-7%)
Value$42.3K (+$1.2K)
Filed 2026-11-05
Flossbach VON Storch SE
INCREASED
Shares456,239 from 397,364
Change+58,875 (+15%)
Value$39.1M (+$8.3M)
Filed 2026-10-28
Maryland State Retirement & Pension System
DECREASED
Shares327,927 from 333,712
Change-5,785 (-2%)
Value$28.1M (+$2.2M)
Filed 2026-11-05
Barings LLC
DECREASED
Shares322,860 from 418,276
Change-95,416 (-23%)
Value$27.7M (-$4.8M)
Filed 2026-10-22
Townsend & Associates, Inc
DECREASED
Shares318,523 from 318,791
Change-268 (0%)
Value$29.1M (+$3.3M)
Filed 2026-10-23
Assetmark, Inc
DECREASED
Shares311,750 from 319,948
Change-8,198 (-3%)
Value$26.7M (+$1.8M)
Filed 2026-10-21
GW Henssler & Associates LTD
DECREASED
Shares299,832 from 303,526
Change-3,694 (-1%)
Value$25.6M (+$2.0M)
Filed 2026-10-26
Sound Income Strategies, LLC
INCREASED
Shares295,717 from 289,695
Change+6,022 (+2%)
Value$25.4M (+$2.9M)
Filed 2026-10-09
Creative Planning
INCREASED
Shares268,338 from 242,195
Change+26,143 (+11%)
Value$22.9M (+$4.1M)
Filed 2026-11-02
Truist Financial Corp
DECREASED
Shares268,186 from 274,089
Change-5,903 (-2%)
Value$22.9M (+$1.6M)
Filed 2026-10-30
Mutual of America Capital Management LLC
DECREASED
Shares263,494 from 266,169
Change-2,675 (-1%)
Value$22.6M (+$1.9M)
Filed 2026-10-23
Artemis Investment Management LLP
UNCHANGED
Shares250,000 from 250,000
Change0 (0%)
Value$21.4M (+$2.0M)
Filed 2026-10-08
TD Waterhouse Canada Inc.
DECREASED
Shares245,941 from 250,718
Change-4,777 (-2%)
Value$20.8M (+$2.0M)
Filed 2026-10-16
Allied Investment Advisors, LLC
INCREASED
Shares195,741 from 192,577
Change+3,164 (+2%)
Value$16.7M (+$1.8M)
Filed 2026-10-13
Haven Global Partners, LLC
DECREASED
Shares192,325 from 232,502
Change-40,177 (-17%)
Value$16.5M (-$1.5M)
Filed 2026-10-13
Guardian Partners Inc.
NEW
Shares191,872
Change+191,872
Value$16.4M
Filed 2026-10-21
Euro Pacific Asset Management, LLC
DECREASED
Shares174,854 from 175,795
Change-941 (-1%)
Value$15.0M (+$14.9M)
Filed 2026-11-03
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares153,140 from 153,140
Change0 (0%)
Value$11.9M ($0)
Filed 2026-10-15
American Assets Investment Management, LLC
UNCHANGED
Shares150,000 from 150,000
Change0 (0%)
Value$12.8M (+$1.2M)
Filed 2026-10-30
Viking Fund Management LLC
UNCHANGED
Shares150,000 from 150,000
Change0 (0%)
Value$12.8M (+$1.2M)
Filed 2026-10-14
Wedge Capital Management L L P
DECREASED
Shares143,139 from 146,679
Change-3,540 (-2%)
Value$12.2M (+$832.6K)
Filed 2026-10-13
Crossmark Global Holdings, Inc.
DECREASED
Shares141,462 from 141,779
Change-317 (0%)
Value$12.1M (+$1.1M)
Filed 2026-10-21
Evergreen Capital Management LLC
INCREASED
Shares140,777 from 140,075
Change+702 (+1%)
Value$12.0M (+$1.0M)
Filed 2026-10-23
Banque de Luxembourg S.A.
DECREASED
Shares139,942 from 150,433
Change-10,491 (-7%)
Value$12.0M (+$304.1K)
Filed 2026-10-14
Advisors Management Group Inc
DECREASED
Shares136,924 from 137,744
Change-820 (-1%)
Value$11.7K (+$997)
Filed 2026-11-05
Altrius Capital Management Inc
INCREASED
Shares134,426 from 129,527
Change+4,899 (+4%)
Value$11.5M (+$1.4M)
Filed 2026-11-05
Davenport & Co LLC
INCREASED
Shares122,169 from 118,949
Change+3,220 (+3%)
Value$10.5M (+$1.3M)
Filed 2026-10-14
Bfsg, LLC
DECREASED
Shares116,512 from 117,149
Change-637 (-1%)
Value$10.0M (+$852.3K)
Filed 2026-10-30
Tweedy, Browne Co LLC
DECREASED
Shares113,906 from 117,108
Change-3,202 (-3%)
Value$9.7M (+$632.6K)
Filed 2026-11-04
Oppenheimer Asset Management Inc.
DECREASED
Shares113,551 from 114,001
Change-450 (0%)
Value$9.7M (+$843.9K)
Filed 2026-10-27
Ledyard National Bank
DECREASED
Shares112,977 from 116,140
Change-3,163 (-3%)
Value$9.7M (+$628.5K)
Filed 2026-10-21
swisspartners Advisors Ltd
DECREASED
Shares110,860 from 112,205
Change-1,345 (-1%)
Value$9.5M (+$793.0K)
Filed 2026-11-05
US Bancorp \de\
INCREASED
Shares105,521 from 94,659
Change+10,862 (+11%)
Value$9.0M (+$1.7M)
Filed 2026-11-05
Atria Investments, Inc
DECREASED
Shares94,630 from 96,429
Change-1,799 (-2%)
Value$8.1M (+$592.6K)
Filed 2026-10-15
Bellecapital International Ltd.
INCREASED
Shares92,577 from 85,872
Change+6,705 (+8%)
Value$7.9M (+$1.3M)
Filed 2026-10-21
Augustine Asset Management Inc
DECREASED
Shares91,435 from 92,789
Change-1,354 (-1%)
Value$7.8M (+$602.4K)
Filed 2026-10-13
D.A. Davidson & Co.
DECREASED
Shares87,939 from 97,099
Change-9,160 (-9%)
Value$7.5M (-$31.6K)
Filed 2026-10-28
Wasatch Advisors LP
NEW
Shares87,297
Change+87,297
Value$7.5M
Filed 2026-10-13
Americana Partners, LLC
UNCHANGED
Shares86,860 from 86,860
Change0 (0%)
Value$7.4M (+$672.4K)
Filed 2026-10-28
Gilman Hill Asset Management, LLC
INCREASED
Shares84,733 from 83,033
Change+1,700 (+2%)
Value$7.2M (+$788.0K)
Filed 2026-10-13
Walter Public Investments Inc.
INCREASED
Shares84,400 from 23,300
Change+61,100 (+262%)
Value$7.2M (+$5.4M)
Filed 2026-11-05
Assenagon Asset Management S.A.
DECREASED
Shares82,066 from 83,197
Change-1,131 (-1%)
Value$7.1M (+$585.4K)
Filed 2026-10-15
111 Capital
NEW
Shares81,976
Change+81,976
Value$7.0M
Filed 2026-11-03
TrueMark Investments, LLC
INCREASED
Shares73,271 from 63,599
Change+9,672 (+15%)
Value$6.3M (+$1.3M)
Filed 2026-11-05
TD Private Client Wealth LLC
INCREASED
Shares70,746 from 68,569
Change+2,177 (+3%)
Value$6.1M (+$749.5K)
Filed 2026-10-28
J. Safra Sarasin Holding AG
DECREASED
Shares66,329 from 131,738
Change-65,409 (-50%)
Value$5.7M (+$44.0K)
Filed 2026-10-26
Pictet North America Advisors SA
DECREASED
Shares66,039 from 66,539
Change-500 (-1%)
Value$5.7M (+$503.0K)
Filed 2026-10-21
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares65,746 from 66,428
Change-682 (-1%)
Value$5.7M (+$442.0K)
Filed 2026-10-13
Martin Capital Partners, LLC
INCREASED
Shares64,295 from 64,147
Change+148 (+0%)
Value$5.5M (+$509.2K)
Filed 2026-10-07
Commonwealth Equity Services, LLC
INCREASED
Shares63,398 from 56,819
Change+6,579 (+12%)
Value$5.4M (+$1.0M)
Filed 2026-11-02
ZWJ Investment Counsel Inc
INCREASED
Shares62,552 from 58,646
Change+3,906 (+7%)
Value$5.3M (+$787.9K)
Filed 2026-10-15
Barry Investment Advisors, LLC
DECREASED
Shares60,835 from 62,487
Change-1,652 (-3%)
Value$5.2M (+$342.4K)
Filed 2026-10-14
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares59,238 from 55,776
Change+3,462 (+6%)
Value$5.1K (+$734)
Filed 2026-11-02
Quadrant Capital Group LLC
INCREASED
Shares58,871 from 57,905
Change+966 (+2%)
Value$5.2M (+$733.9K)
Filed 2026-10-20
Fideuram Asset Management (Ireland) dac
DECREASED
Shares58,507 from 79,082
Change-20,575 (-26%)
Value$4.4M (-$1.7M)
Filed 2026-10-29
Intesa Sanpaolo Wealth Management
INCREASED
Shares57,891 from 55,256
Change+2,635 (+5%)
Value$5.0M (+$693.1K)
Filed 2026-10-28
Weatherly Asset Management L. P.
DECREASED
Shares56,445 from 57,045
Change-600 (-1%)
Value$4.8M (+$342.7K)
Filed 2026-10-20
Ashton Thomas Private Wealth, LLC
DECREASED
Shares49,132 from 51,258
Change-2,126 (-4%)
Value$4.2M (+$231.8K)
Filed 2026-11-03
Lesa Sroufe & Co
NEW
Shares49,131
Change+49,131
Value$4.2K
Filed 2026-10-29
NLB Skladi, upravljanje premozenja, d.o.o.
INCREASED
Shares48,338 from 47,879
Change+459 (+1%)
Value$4.1M (+$424.6K)
Filed 2026-10-22
Cardinal Capital Management
INCREASED
Shares47,458 from 45,547
Change+1,911 (+4%)
Value$4.1M (+$472.1K)
Filed 2026-10-21
Dmkc Advisory Services, LLC
INCREASED
Shares45,831 from 44,466
Change+1,365 (+3%)
Value$3.9M (+$460.9K)
Filed 2026-11-04
Ritholtz Wealth Management
INCREASED
Shares45,437 from 43,346
Change+2,091 (+5%)
Value$3.9M (+$514.3K)
Filed 2026-11-05
Park Avenue Securities LLC
DECREASED
Shares44,500 from 45,595
Change-1,095 (-2%)
Value$3.8K (+$280)
Filed 2026-10-26
Signaturefd, LLC
DECREASED
Shares43,717 from 44,361
Change-644 (-1%)
Value$3.7M (+$288.3K)
Filed 2026-10-23
CIBC Asset Management Inc
NEW
Shares43,537
Change+43,537
Value$3.7M
Filed 2026-11-05
Drum Hill Capital, LLC
INCREASED
Shares42,804 from 42,446
Change+358 (+1%)
Value$3.7M (+$359.1K)
Filed 2026-10-20
FNY Investment Advisers, LLC
NEW
Shares42,200
Change+42,200
Value$3.6K
Filed 2026-10-16
Sava Infond d.o.o.
DECREASED
Shares41,230 from 82,460
Change-41,230 (-50%)
Value$3.5M (-$2.8M)
Filed 2026-10-28
Hollow Brook Wealth Management LLC
DECREASED
Shares40,021 from 42,605
Change-2,584 (-6%)
Value$3.4M (+$127.2K)
Filed 2026-10-29
Columbus Macro, LLC
DECREASED
Shares39,729 from 39,905
Change-176 (0%)
Value$3.4M (+$309.1K)
Filed 2026-10-14
Princeton Global Asset Management LLC
DECREASED
Shares38,301 from 38,727
Change-426 (-1%)
Value$3.3M (+$264.9K)
Filed 2026-10-21
First Pacific Financial
INCREASED
Shares37,386 from 37,198
Change+188 (+1%)
Value$3.2M (+$304.0K)
Filed 2026-10-14
First Bank & Trust
DECREASED
Shares35,322 from 71,472
Change-36,150 (-51%)
Value$3.0M (-$2.5M)
Filed 2026-10-19
Cyndeo Wealth Partners, LLC
INCREASED
Shares35,116 from 35,034
Change+82 (+0%)
Value$3.0M (+$278.2K)
Filed 2026-10-16
Summit Wealth Group LLC / Co
NEW
Shares32,497
Change+32,497
Value$2.8M
Filed 2026-10-29
Stolper Co
INCREASED
Shares31,530 from 31,294
Change+236 (+1%)
Value$2.7K (+$263)
Filed 2026-10-13
LFG Wealth Partners, LLC
DECREASED
Shares31,448 from 34,600
Change-3,152 (-9%)
Value$2.7M (-$1.6K)
Filed 2026-10-28
Old Port Advisors
DECREASED
Shares30,253 from 30,394
Change-141 (0%)
Value$2.6M (+$223.2K)
Filed 2026-10-23
Lynch & Associates
DECREASED
Shares29,328 from 30,161
Change-833 (-3%)
Value$2.5M (+$162.2K)
Filed 2026-10-13
Kestra Advisory Services, LLC
INCREASED
Shares28,862 from 20,146
Change+8,716 (+43%)
Value$2.5M (+$901.2K)
Filed 2026-11-02
Legacy Wealth Asset Management, LLC
DECREASED
Shares28,820 from 30,163
Change-1,343 (-4%)
Value$2.5M (+$118.6K)
Filed 2026-10-09
Verdence Capital Advisors LLC
DECREASED
Shares27,818 from 27,824
Change-6 (0%)
Value$2.4M (+$214.8K)
Filed 2026-10-26
HB Wealth Management, LLC
INCREASED
Shares27,314 from 26,326
Change+988 (+4%)
Value$2.3M (+$293.3K)
Filed 2026-10-23
Manske Wealth Management
INCREASED
Shares26,836 from 25,771
Change+1,065 (+4%)
Value$2.3M (+$290.5K)
Filed 2026-10-26
Concurrent Investment Advisors, LLC
INCREASED
Shares24,758 from 17,633
Change+7,125 (+40%)
Value$2.1M (+$745.7K)
Filed 2026-10-16
Factory Mutual Insurance Co
UNCHANGED
Shares24,550 from 24,550
Change0 (0%)
Value$2.1M (+$190.0K)
Filed 2026-10-30
Diversify Advisory Services, LLC
INCREASED
Shares23,502 from 22,242
Change+1,260 (+6%)
Value$2.1M (+$207.8K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares23,502 from 22,242
Change+1,260 (+6%)
Value$2.1M (+$207.8K)
Filed 2026-10-20
Orca Wealth Management, LLC
INCREASED
Shares22,661 from 22,479
Change+182 (+1%)
Value$1.9M (+$189.6K)
Filed 2026-10-14
U S Global Investors Inc
UNCHANGED
Shares22,000 from 22,000
Change0 (0%)
Value$1.9M (+$170.3K)
Filed 2026-10-22
Abundance Wealth Counselors
DECREASED
Shares21,877 from 26,782
Change-4,905 (-18%)
Value$1.9M (-$211.8K)
Filed 2026-10-26
Keybank National Association
DECREASED
Shares21,554 from 23,839
Change-2,285 (-10%)
Value$1.8M (-$10.8K)
Filed 2026-11-04
Parrish Capital LLC
INCREASED
Shares21,539 from 20,613
Change+926 (+4%)
Value$1.8M (+$238.7K)
Filed 2026-10-01
Prospera Financial Services Inc
INCREASED
Shares21,311 from 20,126
Change+1,185 (+6%)
Value$2.0M (+$466.5K)
Filed 2026-11-04
Vise Technologies, Inc.
INCREASED
Shares20,688 from 18,839
Change+1,849 (+10%)
Value$1.8M (+$304.0K)
Filed 2026-10-29
Obermeyer Wealth Partners
INCREASED
Shares20,591 from 20,472
Change+119 (+1%)
Value$1.8M (+$173.7K)
Filed 2026-10-21
Ipswich Investment Management Co., Inc.
DECREASED
Shares20,230 from 21,930
Change-1,700 (-8%)
Value$1.7M (+$24.4K)
Filed 2026-10-13
Albert D Mason Inc
INCREASED
Shares19,944 from 19,774
Change+170 (+1%)
Value$1.7M (+$167.6K)
Filed 2026-10-27
Choreo, LLC
DECREASED
Shares19,883 from 21,047
Change-1,164 (-6%)
Value$1.7M (+$63.5K)
Filed 2026-10-28
Nicholas Hoffman & Company, Llc.
INCREASED
Shares19,378 from 19,081
Change+297 (+2%)
Value$1.7M (+$173.1K)
Filed 2026-10-30
Strengthening Families & Communities, LLC
INCREASED
Shares18,709 from 16,759
Change+1,950 (+12%)
Value$1.6M (+$296.4K)
Filed 2026-10-21
Regions Financial Corp
INCREASED
Shares18,378 from 17,807
Change+571 (+3%)
Value$1.6M (+$186.6K)
Filed 2026-11-05
Fifth Third Bancorp
INCREASED
Shares18,114 from 14,988
Change+3,126 (+21%)
Value$1.5M (+$383.3K)
Filed 2026-11-05
Investment Research Partners LLC
INCREASED
Shares18,018 from 17,768
Change+250 (+1%)
Value$1.5M (+$158.9K)
Filed 2026-10-19
Ascent Group, LLC
INCREASED
Shares17,984 from 17,213
Change+771 (+4%)
Value$1.5M (+$199.2K)
Filed 2026-10-30
Sterling Capital Management LLC
DECREASED
Shares17,825 from 20,068
Change-2,243 (-11%)
Value$1.5M (-$36.5K)
Filed 2026-10-22
Gibbs Wealth Management
INCREASED
Shares17,600 from 14,650
Change+2,950 (+20%)
Value$1.5M (+$365.6K)
Filed 2026-10-22
Kestra Private Wealth Services, LLC
INCREASED
Shares17,117 from 16,883
Change+234 (+1%)
Value$1.5M (+$150.7K)
Filed 2026-10-30
Bailard, Inc.
INCREASED
Shares17,114 from 16,704
Change+410 (+2%)
Value$1.5M (+$164.3K)
Filed 2026-10-13
Fourpath Capital Management, LLC
DECREASED
Shares17,078 from 17,368
Change-290 (-2%)
Value$1.5M (+$109.6K)
Filed 2026-10-19
Thompson Siegel & Walmsley LLC
DECREASED
Shares16,922 from 17,122
Change-200 (-1%)
Value$1.4K (+$116)
Filed 2026-11-05
Farther Finance Advisors, LLC
INCREASED
Shares16,655 from 15,800
Change+855 (+5%)
Value$1.4M (+$195.5K)
Filed 2026-10-08
Provenance Wealth Advisors, LLC
INCREASED
Shares16,282 from 526
Change+15,756 (+2995%)
Value$1.4M (+$1.4M)
Filed 2026-10-30
Pzena Investment Management LLC
DECREASED
Shares16,082 from 22,131
Change-6,049 (-27%)
Value$1.2M (-$288.2K)
Filed 2026-10-30
Community Bank & Trust, Waco, Texas
INCREASED
Shares15,611 from 5,926
Change+9,685 (+163%)
Value$1.3K (+$881)
Filed 2026-10-19
Compound Planning, Inc.
INCREASED
Shares15,320 from 11,708
Change+3,612 (+31%)
Value$1.3M (+$399.4K)
Filed 2026-11-05
Summit Global Investments
INCREASED
Shares15,105 from 14,817
Change+288 (+2%)
Value$1.3K (+$139)
Filed 2026-10-28
Central Trust Co
DECREASED
Shares15,047 from 15,079
Change-32 (0%)
Value$1.3M (+$114.0K)
Filed 2026-11-05
Perigon Wealth Management, LLC
INCREASED
Shares14,809 from 14,400
Change+409 (+3%)
Value$1.3M (+$146.4K)
Filed 2026-10-22
Leo Wealth, LLC
NEW
Shares14,039
Change+14,039
Value$1.2M
Filed 2026-10-26
AlphaCore Capital LLC
INCREASED
Shares13,592 from 5,299
Change+8,293 (+157%)
Value$1.2M (+$750.9K)
Filed 2026-11-04
Persium Advisors, LLC
INCREASED
Shares13,488 from 12,859
Change+629 (+5%)
Value$1.2M (+$153.3K)
Filed 2026-10-07
ABN Amro Investment Solutions
DECREASED
Shares13,440 from 15,200
Change-1,760 (-12%)
Value$1.1M (-$32.8K)
Filed 2026-10-21
Versant Capital Management, Inc
INCREASED
Shares13,427 from 12,887
Change+540 (+4%)
Value$1.2M (+$151.4K)
Filed 2026-10-02
Lido Advisors, LLC
INCREASED
Shares13,277 from 11,597
Change+1,680 (+14%)
Value$1.1M (+$230.7K)
Filed 2026-11-04
Profund Advisors LLC
INCREASED
Shares13,001 from 11,602
Change+1,399 (+12%)
Value$1.1M (+$209.4K)
Filed 2026-10-29
Linden Thomas Advisory Services, LLC
INCREASED
Shares12,992 from 12,291
Change+701 (+6%)
Value$1.1M (+$155.1K)
Filed 2026-10-19
Sycomore Asset Management
UNCHANGED
Shares12,710 from 12,710
Change0 (0%)
Value$1.1K (-$20)
Filed 2026-10-26
Keudell ison Wealth Management
DECREASED
Shares12,680 from 13,689
Change-1,009 (-7%)
Value$1.1M (+$19.7K)
Filed 2026-10-16
Plan A Wealth LLC
INCREASED
Shares12,514 from 12,276
Change+238 (+2%)
Value$1.1M (+$115.4K)
Filed 2026-10-08
Moody National Bank Trust Division
INCREASED
Shares12,371 from 10,391
Change+1,980 (+19%)
Value$1.1M (+$249.7K)
Filed 2026-10-06
Greenleaf Trust
DECREASED
Shares12,209 from 13,779
Change-1,570 (-11%)
Value$1.0M (-$27.6K)
Filed 2026-10-29
Frank, Rimerman Advisors LLC
DECREASED
Shares12,170 from 12,594
Change-424 (-3%)
Value$1.0M (+$61.2K)
Filed 2026-10-16
Argonautica Private Wealth Management, Inc
INCREASED
Shares12,030 from 11,531
Change+499 (+4%)
Value$1.0M (+$131.9K)
Filed 2026-11-02
Code Waechter LLC
DECREASED
Shares11,999 from 13,890
Change-1,891 (-14%)
Value$1.0M (-$54.2K)
Filed 2026-10-23
Elevation Point Wealth Partners, LLC
DECREASED
Shares11,630 from 27,332
Change-15,702 (-57%)
Value$994.3K (-$1.1M)
Filed 2026-11-05
Asset One Wealth Management LLC
INCREASED
Shares11,519 from 6,068
Change+5,451 (+90%)
Value$984.9K (+$497.4K)
Filed 2026-11-02
Modera Wealth Management, LLC
INCREASED
Shares11,491 from 10,121
Change+1,370 (+14%)
Value$982.5K (+$195.5K)
Filed 2026-10-28
Sagespring Wealth Partners, LLC
INCREASED
Shares11,452 from 11,338
Change+114 (+1%)
Value$979.1K (+$97.5K)
Filed 2026-10-22
Verus Capital Partners, LLC
DECREASED
Shares11,262 from 11,494
Change-232 (-2%)
Value$962.9K (+$69.1K)
Filed 2026-11-03
Certuity, LLC
DECREASED
Shares11,015 from 11,110
Change-95 (-1%)
Value$941.8K (+$77.9K)
Filed 2026-11-02
Robertson Stephens Wealth Management, LLC
INCREASED
Shares10,968 from 10,772
Change+196 (+2%)
Value$937.8K (+$100.2K)
Filed 2026-10-16
Cherokee Insurance Co
UNCHANGED
Shares10,960 from 10,960
Change0 (0%)
Value$937.1K (+$84.8K)
Filed 2026-11-05
Valeo Financial Advisors, LLC
INCREASED
Shares10,706 from 10,118
Change+588 (+6%)
Value$915.7K (+$128.9K)
Filed 2026-10-08
Climber Capital SA
UNCHANGED
Shares10,475 from 10,475
Change0 (0%)
Value$816.0K (+$43.9K)
Filed 2026-10-20
Independent Solutions Wealth Management, LLC
UNCHANGED
Shares10,468 from 10,468
Change0 (0%)
Value$895.0K (+$81.0K)
Filed 2026-10-28
Daymark Wealth Partners, LLC
DECREASED
Shares10,427 from 11,136
Change-709 (-6%)
Value$891.5K (+$25.6K)
Filed 2026-11-04
Joel Isaacson & Co., LLC
INCREASED
Shares10,352 from 10,347
Change+5 (+0%)
Value$885.1K (+$80.5K)
Filed 2026-11-05
Schuylkill Financial LLC
NEW
Shares10,211
Change+10,211
Value$873.0K
Filed 2026-10-21
Vision Financial Markets LLC
NEW
Shares10,200
Change+10,200
Value$872.1K
Filed 2026-10-22
Tred Avon Family Wealth, LLC
DECREASED
Shares9,927 from 10,112
Change-185 (-2%)
Value$848.8K (+$62.5K)
Filed 2026-10-20
Aull & Monroe Investment Management Corp
DECREASED
Shares9,913 from 10,013
Change-100 (-1%)
Value$847.6K (+$69.0K)
Filed 2026-10-16
Parallel Advisors, LLC
INCREASED
Shares9,890 from 9,518
Change+372 (+4%)
Value$845.6K (+$105.4K)
Filed 2026-11-03
Signature Estate & Investment Advisors LLC
DECREASED
Shares9,640 from 10,743
Change-1,103 (-10%)
Value$824.2K (-$11.1K)
Filed 2026-10-13
Plato Investment Management Ltd
DECREASED
Shares9,460 from 17,447
Change-7,987 (-46%)
Value$816.3K (-$532.4K)
Filed 2026-11-05
Portside Wealth Group, LLC
INCREASED
Shares9,394 from 8,243
Change+1,151 (+14%)
Value$803.2K (+$162.2K)
Filed 2026-10-20
Crumly & Associates Inc.
INCREASED
Shares9,206 from 9,058
Change+148 (+2%)
Value$787.1K (+$82.8K)
Filed 2026-10-07
BayBridge Capital Group, LLC
DECREASED
Shares9,129 from 14,151
Change-5,022 (-35%)
Value$780.5K (-$319.9K)
Filed 2026-10-13
OpenArc Corporate Advisory, LLC
INCREASED
Shares8,862 from 6,138
Change+2,724 (+44%)
Value$757.7K (+$280.4K)
Filed 2026-10-21
Abel Hall, LLC
INCREASED
Shares8,855 from 8,522
Change+333 (+4%)
Value$757.1K (+$94.4K)
Filed 2026-10-19
Oslo Pensjonsforsikring AS
UNCHANGED
Shares8,717 from 8,717
Change0 (0%)
Value$749.3K (+$71.5K)
Filed 2026-10-15
PDS Planning, Inc
INCREASED
Shares8,677 from 8,519
Change+158 (+2%)
Value$741.9K (+$79.4K)
Filed 2026-11-03
Gamma Investing LLC
DECREASED
Shares8,628 from 8,818
Change-190 (-2%)
Value$737.7K (+$52.0K)
Filed 2026-10-08
Pictet Bank & Trust Ltd
DECREASED
Shares8,519 from 10,048
Change-1,529 (-15%)
Value$732.5K (-$49.0K)
Filed 2026-10-21
Triad Wealth Partners, LLC
INCREASED
Shares8,517 from 7,992
Change+525 (+7%)
Value$728.2K (+$31.3K)
Filed 2026-10-26
GC Wealth Management RIA, LLC
DECREASED
Shares8,465 from 10,356
Change-1,891 (-18%)
Value$723.8K (-$81.5K)
Filed 2026-11-02
Axxion S.A.
UNCHANGED
Shares8,424 from 8,424
Change0 (0%)
Value$724.1K (+$69.1K)
Filed 2026-10-22
MGO One Seven LLC
DECREASED
Shares8,421 from 14,181
Change-5,760 (-41%)
Value$720.0K (-$382.8K)
Filed 2026-10-28
J2 Capital Management Inc
DECREASED
Shares8,279 from 8,302
Change-23 (0%)
Value$707.8K (+$62.3K)
Filed 2026-10-19
Plan Group Financial, LLC
DECREASED
Shares8,275 from 8,625
Change-350 (-4%)
Value$745.4K (+$74.7K)
Filed 2026-10-22
EPG Wealth Management LLC
INCREASED
Shares8,251 from 8,024
Change+227 (+3%)
Value$705.5K (+$81.5K)
Filed 2026-11-03
Intrua Financial, LLC
DECREASED
Shares8,248 from 8,364
Change-116 (-1%)
Value$705.2K (+$54.8K)
Filed 2026-10-28
Achmea Investment Management B.V.
NEW
Shares8,242
Change+8,242
Value$709.2K
Filed 2026-10-30
Louisbourg Investments Inc.
UNCHANGED
Shares8,240 from 8,240
Change0 (0%)
Value$704.5K (+$63.8K)
Filed 2026-10-20
Global Assets Advisory, LLC
INCREASED
Shares8,163 from 7,991
Change+172 (+2%)
Value$690.7K (+$91.0K)
Filed 2026-10-28
Yousif Capital Management, LLC
INCREASED
Shares8,106 from 6,536
Change+1,570 (+24%)
Value$693.1K (+$184.8K)
Filed 2026-10-22
Hendershot Investments Inc.
NEW
Shares8,080
Change+8,080
Value$690.8K
Filed 2026-11-05
Mission Wealth Management, LP
DECREASED
Shares7,823 from 13,474
Change-5,651 (-42%)
Value$668.8K (-$378.9K)
Filed 2026-10-15
Financial & Tax Architects, LLC
INCREASED
Shares7,774 from 5,873
Change+1,901 (+32%)
Value$664.7K (+$208.0K)
Filed 2026-10-15
Courier Capital LLC
UNCHANGED
Shares7,726 from 7,726
Change0 (0%)
Value$660.6K (+$59.8K)
Filed 2026-10-19
J.W. Cole Advisors, Inc.
DECREASED
Shares7,665 from 7,811
Change-146 (-2%)
Value$655.3K (+$48.0K)
Filed 2026-11-05
Sentinel Trust Co LBA
UNCHANGED
Shares7,645 from 7,645
Change0 (0%)
Value$654 (+$60)
Filed 2026-11-03
XXI Wealth, LLC
INCREASED
Shares7,605 from 5,286
Change+2,319 (+44%)
Value$650.2K (+$239.2K)
Filed 2026-10-22
Procyon Advisors, LLC
DECREASED
Shares7,596 from 10,275
Change-2,679 (-26%)
Value$649.5K (-$149.5K)
Filed 2026-10-21
Ferguson Wellman Capital Management, Inc
INCREASED
Shares7,555 from 7,137
Change+418 (+6%)
Value$646.0K (+$91.0K)
Filed 2026-10-05
FSM Wealth Advisors, LLC
INCREASED
Shares7,498 from 7,302
Change+196 (+3%)
Value$645.0K (+$77.2K)
Filed 2026-10-27
Citizens Financial Group Inc
INCREASED
Shares7,449 from 7,164
Change+285 (+4%)
Value$636.9K (+$79.8K)
Filed 2026-10-23
Aries Wealth Management
UNCHANGED
Shares7,439 from 7,439
Change0 (0%)
Value$636.8K (+$58.3K)
Filed 2026-10-23
Decker Wealth Management LLC
INCREASED
Shares7,371 from 6,730
Change+641 (+10%)
Value$630.4K (+$107.1K)
Filed 2026-10-09
Blue Trust, Inc.
DECREASED
Shares7,316 from 8,572
Change-1,256 (-15%)
Value$625.5K (-$41.0K)
Filed 2026-10-15
Miller Global Investments, LLC
DECREASED
Shares7,260 from 7,318
Change-58 (-1%)
Value$620.7K (+$51.7K)
Filed 2026-10-02
EverSource Wealth Advisors, LLC
INCREASED
Shares7,234 from 6,767
Change+467 (+7%)
Value$618.5K (+$92.3K)
Filed 2026-11-04
Monument Capital Management
INCREASED
Shares7,224 from 7,137
Change+87 (+1%)
Value$617.7K (+$62.7K)
Filed 2026-10-09
Cohen Investment Advisors LLC
INCREASED
Shares7,199 from 6,974
Change+225 (+3%)
Value$618.9K (+$76.5K)
Filed 2026-10-20
Connecticut Wealth Management, LLC
NEW
Shares7,175
Change+7,175
Value$613.5K
Filed 2026-10-13
Henry James International Management Inc.
UNCHANGED
Shares7,143 from 7,143
Change0 (0%)
Value$610.7K (+$55.3K)
Filed 2026-10-14
James T. Borello RIA
DECREASED
Shares7,081 from 7,438
Change-357 (-5%)
Value$605.4K (+$27.0K)
Filed 2026-10-16
Prime Capital Investment Advisors, LLC
DECREASED
Shares7,003 from 7,288
Change-285 (-4%)
Value$598.8K (+$32.0K)
Filed 2026-10-20
Legacy Capital Wealth Partners, LLC
INCREASED
Shares7,000 from 6,866
Change+134 (+2%)
Value$598.5K (+$64.6K)
Filed 2026-10-21
First Interstate Bank
UNCHANGED
Shares7,000 from 7,000
Change0 (0%)
Value$598.5K (+$54.2K)
Filed 2026-10-23
Kingswood Wealth Advisors, LLC
INCREASED
Shares6,904 from 6,832
Change+72 (+1%)
Value$590.3K (+$59.0K)
Filed 2026-10-23
Exchange Traded Concepts, LLC
NEW
Shares6,893
Change+6,893
Value$589.4K
Filed 2026-10-28
Advisortrust Partners, LLC
INCREASED
Shares6,790 from 6,782
Change+8 (+0%)
Value$580.5K (+$53.2K)
Filed 2026-11-02
Old National Bancorp
INCREASED
Shares6,693 from 6,506
Change+187 (+3%)
Value$572.3K (+$66.3K)
Filed 2026-10-20
Founders Financial Securities LLC
INCREASED
Shares6,491 from 6,399
Change+92 (+1%)
Value$555.0K (+$57.4K)
Filed 2026-10-28
Anchyra Partners LLC
INCREASED
Shares6,403 from 6,314
Change+89 (+1%)
Value$547.5K (+$56.5K)
Filed 2026-10-13
New Wave Wealth Advisors LLC
DECREASED
Shares6,395 from 6,701
Change-306 (-5%)
Value$575.0K (+$47.8K)
Filed 2026-10-19
Baker Ellis Asset Management LLC
DECREASED
Shares6,353 from 6,453
Change-100 (-2%)
Value$543.2K (+$41.4K)
Filed 2026-10-14
StoneX Group Inc.
DECREASED
Shares6,307 from 6,447
Change-140 (-2%)
Value$548.4K (+$35.5K)
Filed 2026-11-03
Kathmere Capital Management, LLC
INCREASED
Shares6,287 from 5,137
Change+1,150 (+22%)
Value$537.5K (+$138.1K)
Filed 2026-10-20
BOS Asset Management, LLC
DECREASED
Shares6,279 from 6,488
Change-209 (-3%)
Value$536.8K (+$32.3K)
Filed 2026-10-09
Clear Creek Financial Management, LLC
UNCHANGED
Shares6,275 from 6,275
Change0 (0%)
Value$536.5K (+$48.6K)
Filed 2026-10-28
Sage Rhino Capital LLC
DECREASED
Shares6,214 from 6,353
Change-139 (-2%)
Value$531.3K (+$37.3K)
Filed 2026-10-28
Moneco Advisors, LLC
DECREASED
Shares6,180 from 6,294
Change-114 (-2%)
Value$528.4K (+$39.0K)
Filed 2026-11-05
Larry Mathis Financial Planning, LLC
DECREASED
Shares6,073 from 6,679
Change-606 (-9%)
Value$519.2K (-$117)
Filed 2026-10-26
Avestar Capital, LLC
INCREASED
Shares6,039 from 2,133
Change+3,906 (+183%)
Value$516.4K (+$350.6K)
Filed 2026-10-28
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares5,983 from 4,317
Change+1,666 (+39%)
Value$511.6K (+$175.9K)
Filed 2026-10-27
Sovran Advisors, LLC
DECREASED
Shares5,968 from 5,969
Change-1 (0%)
Value$561.2K (+$58.7K)
Filed 2026-11-02
AdvisorNet Financial, Inc
DECREASED
Shares5,915 from 6,139
Change-224 (-4%)
Value$530.2K (+$52.9K)
Filed 2026-10-15
Genesis Private Wealth, LLC
DECREASED
Shares5,861 from 6,333
Change-472 (-7%)
Value$501.1K (+$8.7K)
Filed 2026-11-02
Leuthold Group, LLC
UNCHANGED
Shares5,832 from 5,832
Change0 (0%)
Value$498.6K (+$45.1K)
Filed 2026-11-04
B. Riley Wealth Advisors, Inc.
DECREASED
Shares5,828 from 6,114
Change-286 (-5%)
Value$498.3K (+$23.4K)
Filed 2026-10-13
Lanark Financial, Inc.
DECREASED
Shares5,823 from 5,970
Change-147 (-2%)
Value$497.9K (+$33.6K)
Filed 2026-10-26
Capital Investment Advisory Services, LLC
INCREASED
Shares5,797 from 5,025
Change+772 (+15%)
Value$507.3K (+$116.5K)
Filed 2026-10-30
WoodTrust Financial Corp
DECREASED
Shares5,750 from 6,053
Change-303 (-5%)
Value$492 (+$21)
Filed 2026-10-09
Sigma Planning Corp
DECREASED
Shares5,722 from 7,032
Change-1,310 (-19%)
Value$489.2K (-$58.6K)
Filed 2026-10-23
SmartHarvest Portfolios, LLC
DECREASED
Shares5,693 from 6,773
Change-1,080 (-16%)
Value$486.7K (-$39.9K)
Filed 2026-10-26
71 West Capital Partners
DECREASED
Shares5,693 from 5,807
Change-114 (-2%)
Value$489.4K (+$37.8K)
Filed 2026-11-04
Indivisible Partners
DECREASED
Shares5,685 from 5,796
Change-111 (-2%)
Value$486.1K (+$35.4K)
Filed 2026-10-26
1620 Investment Advisors, Inc.
INCREASED
Shares5,656 from 5,622
Change+34 (+1%)
Value$483.6K (+$46.4K)
Filed 2026-11-04
HUB Investment Partners, LLC
INCREASED
Shares5,546 from 5,004
Change+542 (+11%)
Value$474.2K (+$85.1K)
Filed 2026-11-03
Alta Capital Management LLC/
INCREASED
Shares5,490 from 4,605
Change+885 (+19%)
Value$469.4K (+$111.3K)
Filed 2026-10-26
Laurel OAK Wealth Management, LLC
DECREASED
Shares5,459 from 5,963
Change-504 (-8%)
Value$466.7K (+$3.1K)
Filed 2026-10-19
Net Worth Advisory Group
INCREASED
Shares5,348 from 4,564
Change+784 (+17%)
Value$452.0K (+$97.1K)
Filed 2026-10-20
JGP Wealth Management, LLC
INCREASED
Shares5,340 from 4,823
Change+517 (+11%)
Value$456.6K (+$81.5K)
Filed 2026-10-13
Innova Wealth Partners
INCREASED
Shares5,331 from 4,787
Change+544 (+11%)
Value$455.8K (+$83.6K)
Filed 2026-10-21
180 Wealth Advisors, LLC
DECREASED
Shares5,228 from 5,337
Change-109 (-2%)
Value$447.0K (+$32.0K)
Filed 2026-11-03
Lantz Financial LLC
DECREASED
Shares5,183 from 13,390
Change-8,207 (-61%)
Value$443.1K (-$598.1K)
Filed 2026-10-15
Bank & Trust Co
UNCHANGED
Shares5,119 from 5,119
Change0 (0%)
Value$439.6K (+$42.0K)
Filed 2026-10-07
Bahl & Gaynor LLC
NEW
Shares5,037
Change+5,037
Value$430.7K
Filed 2026-11-05
Private Trust Co NA
DECREASED
Shares5,008 from 5,143
Change-135 (-3%)
Value$429.4K (+$29.6K)
Filed 2026-10-20
Abner Herrman & Brock LLC
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$427 (+$38)
Filed 2026-10-20
Wedmont Private Capital
INCREASED
Shares4,974 from 4,966
Change+8 (+0%)
Value$427.9K (+$38.0K)
Filed 2026-10-09
Kornitzer Capital Management Inc
INCREASED
Shares4,910 from 4,850
Change+60 (+1%)
Value$419.8K (+$42.7K)
Filed 2026-11-03
Koshinski Asset Management, Inc.
DECREASED
Shares4,876 from 4,891
Change-15 (0%)
Value$416.9K (+$36.6K)
Filed 2026-10-29
Connecticut Capital Management Group, LLC
INCREASED
Shares4,847 from 4,831
Change+16 (+0%)
Value$414.4K (+$38.8K)
Filed 2026-10-29
Magnus Financial Group LLC
DECREASED
Shares4,800 from 6,406
Change-1,606 (-25%)
Value$410.4K (-$87.7K)
Filed 2026-10-21
First Nebraska Trust Co
UNCHANGED
Shares4,706 from 4,706
Change0 (0%)
Value$402.4K (+$36.4K)
Filed 2026-10-30
Collaborative Fund Advisors, LLC
INCREASED
Shares4,655 from 4,095
Change+560 (+14%)
Value$398.0K (+$79.6K)
Filed 2026-11-02
Oppenheimer & Co Inc
INCREASED
Shares4,639 from 3,839
Change+800 (+21%)
Value$396.6K (+$98.1K)
Filed 2026-10-26
VestGen Advisors, LLC
DECREASED
Shares4,627 from 6,304
Change-1,677 (-27%)
Value$395.7K (-$94.5K)
Filed 2026-10-27
Gallacher Capital Management LLC
DECREASED
Shares4,593 from 5,313
Change-720 (-14%)
Value$392.7K (-$20.4K)
Filed 2026-10-30
Aaron Wealth Advisors LLC
DECREASED
Shares4,559 from 5,537
Change-978 (-18%)
Value$389.8K (-$40.8K)
Filed 2026-10-13
Walkner Condon Financial Advisors LLC
DECREASED
Shares4,504 from 5,150
Change-646 (-13%)
Value$385.1K (-$15.4K)
Filed 2026-11-02
Symphony Financial, Ltd. Co.
INCREASED
Shares4,488 from 4,096
Change+392 (+10%)
Value$387.2K (+$69.1K)
Filed 2026-10-22
Decision Investments, Inc
UNCHANGED
Shares4,452 from 4,452
Change0 (0%)
Value$380.6K (+$34.5K)
Filed 2026-10-07
Aprio Wealth Management, LLC
INCREASED
Shares4,444 from 3,398
Change+1,046 (+31%)
Value$379.9K (+$115.7K)
Filed 2026-10-28
AA Financial Advisors, LLC
INCREASED
Shares4,422 from 4,112
Change+310 (+8%)
Value$378.1K (+$58.3K)
Filed 2026-10-19
Fortitude Advisory Group L.L.C.
INCREASED
Shares4,404 from 4,354
Change+50 (+1%)
Value$376.5K (+$38.0K)
Filed 2026-10-15
Mitchell & Pahl Private Wealth, LLC
DECREASED
Shares4,367 from 4,380
Change-13 (0%)
Value$373.4K (+$32.8K)
Filed 2026-10-14
Miller Howard Investments Inc
DECREASED
Shares4,321 from 4,624
Change-303 (-7%)
Value$369.5K (+$9.9K)
Filed 2026-10-26
Jacobi Capital Management LLC
INCREASED
Shares4,286 from 4,186
Change+100 (+2%)
Value$366.4K (+$40.9K)
Filed 2026-11-05
May Hill Capital, LLC
INCREASED
Shares4,237 from 4,222
Change+15 (+0%)
Value$362.3K (+$34.0K)
Filed 2026-11-03
Fifth Third Wealth Advisors LLC
INCREASED
Shares4,225 from 4,023
Change+202 (+5%)
Value$361.2K (+$48.4K)
Filed 2026-10-22
Wolff Financial Management LLC
UNCHANGED
Shares4,224 from 4,224
Change0 (0%)
Value$361.2K (+$32.7K)
Filed 2026-10-23
Harbor Capital Advisors, Inc.
NEW
Shares4,159
Change+4,159
Value$356
Filed 2026-10-22
Focus Financial Network, Inc.
INCREASED
Shares4,152 from 2,831
Change+1,321 (+47%)
Value$355.0K (+$134.9K)
Filed 2026-10-14
Cromwell Holdings LLC
UNCHANGED
Shares4,011 from 4,011
Change0 (0%)
Value$346.6K (+$30.8K)
Filed 2026-10-28
Rosenberg Matthew Hamilton
UNCHANGED
Shares4,010 from 4,010
Change0 (0%)
Value$342.9K (+$31.0K)
Filed 2026-10-05
Oarsman Capital, Inc.
INCREASED
Shares3,994 from 3,908
Change+86 (+2%)
Value$341.5K (+$37.6K)
Filed 2026-11-05
Wedbush Securities Inc
DECREASED
Shares3,976 from 4,970
Change-994 (-20%)
Value$340 (-$46)
Filed 2026-10-22
Entrust Financial LLC
INCREASED
Shares3,910 from 3,874
Change+36 (+1%)
Value$334.3K (+$33.1K)
Filed 2026-11-04
Apollon Wealth Management, LLC
NEW
Shares3,908
Change+3,908
Value$334.2K
Filed 2026-10-23
Uhlmann Price Securities, LLC
UNCHANGED
Shares3,863 from 3,863
Change0 (0%)
Value$330.3K (+$29.9K)
Filed 2026-11-03
Avior Wealth Management, LLC
DECREASED
Shares3,839 from 4,441
Change-602 (-14%)
Value$328.2K (-$17.1K)
Filed 2026-10-13
Third View Private Wealth, LLC
DECREASED
Shares3,777 from 4,339
Change-562 (-13%)
Value$322.9K (-$14.5K)
Filed 2026-10-30
Bryn Mawr Trust Advisors, LLC
INCREASED
Shares3,768 from 3,636
Change+132 (+4%)
Value$322.3K (+$39.6K)
Filed 2026-11-04
Grove Bank & Trust
DECREASED
Shares3,716 from 5,557
Change-1,841 (-33%)
Value$317.7K (-$114.4K)
Filed 2026-10-08
Fiduciary Financial Group, LLC
INCREASED
Shares3,711 from 2,767
Change+944 (+34%)
Value$317.3K (+$102.1K)
Filed 2026-10-13
Farmers & Merchants Investments Inc
UNCHANGED
Shares3,709 from 3,709
Change0 (0%)
Value$318.5K (+$30.4K)
Filed 2026-10-22
Cooper Financial Group
INCREASED
Shares3,683 from 3,377
Change+306 (+9%)
Value$314.9K (+$52.3K)
Filed 2026-10-07
Sageworth Trust Co of South Dakota
UNCHANGED
Shares3,646 from 3,646
Change0 (0%)
Value$313.5K (+$29.9K)
Filed 2026-10-30
Sippican Capital Advisors
DECREASED
Shares3,619 from 3,648
Change-29 (-1%)
Value$309.4K (+$25.8K)
Filed 2026-10-23
Linscomb Wealth, Inc.
UNCHANGED
Shares3,618 from 3,618
Change0 (0%)
Value$309.3K (+$28.0K)
Filed 2026-11-05
Integrated Advisors Network LLC
NEW
Shares3,571
Change+3,571
Value$305.3K
Filed 2026-10-20
M Holdings Securities, Inc.
NEW
Shares3,495
Change+3,495
Value$320
Filed 2026-11-03
Livet Wealth, LLC
INCREASED
Shares3,459 from 3,409
Change+50 (+1%)
Value$295.7K (+$30.7K)
Filed 2026-10-27
Beverly Hills Private Wealth, LLC
INCREASED
Shares3,441 from 2,663
Change+778 (+29%)
Value$294.2K (+$87.1K)
Filed 2026-11-04
Argentarii, LLC
INCREASED
Shares3,431 from 3,377
Change+54 (+2%)
Value$293.4K (-$3.7K)
Filed 2026-10-28
Delta Financial Advisors LLC
UNCHANGED
Shares3,430 from 3,430
Change0 (0%)
Value$293.3K (+$26.5K)
Filed 2026-10-27
Visionary Horizons, LLC
INCREASED
Shares3,396 from 3,284
Change+112 (+3%)
Value$290.4K (+$35.0K)
Filed 2026-10-22
Axxcess Wealth Management, LLC
DECREASED
Shares3,388 from 5,027
Change-1,639 (-33%)
Value$289.7K (-$101.2K)
Filed 2026-10-21
Piedmont Capital Management, LLC
UNCHANGED
Shares3,381 from 3,381
Change0 (0%)
Value$289.1K (+$26.2K)
Filed 2026-10-21
Center For Asset Management LLC
NEW
Shares3,365
Change+3,365
Value$287.7K
Filed 2026-10-16
MFA Wealth Advisors, LLC
DECREASED
Shares3,357 from 3,518
Change-161 (-5%)
Value$287.0K (+$13.5K)
Filed 2026-10-07
Annex Advisory Services, LLC
NEW
Shares3,335
Change+3,335
Value$285.1K
Filed 2026-10-16
Lantern Wealth Advisors, LLC
UNCHANGED
Shares3,300 from 3,300
Change0 (0%)
Value$282.2K (+$25.5K)
Filed 2026-10-22
Brighton Jones LLC
INCREASED
Shares3,292 from 3,020
Change+272 (+9%)
Value$281.5K (+$46.6K)
Filed 2026-11-03
KCM Investment Advisors LLC
DECREASED
Shares3,284 from 3,289
Change-5 (0%)
Value$280.8K (+$25.0K)
Filed 2026-10-27
3Chopt Investment Partners, LLC
UNCHANGED
Shares3,203 from 3,203
Change0 (0%)
Value$273.9K (+$24.8K)
Filed 2026-10-30
Simplicity Wealth,LLC
NEW
Shares3,179
Change+3,179
Value$271.8K
Filed 2026-10-23
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares3,175 from 2,994
Change+181 (+6%)
Value$271.5K (+$38.7K)
Filed 2026-10-27
Planned Solutions, Inc.
UNCHANGED
Shares3,162 from 3,162
Change0 (0%)
Value$270.4K (+$24.5K)
Filed 2026-10-19
Bingham Private Wealth, LLC
INCREASED
Shares3,103 from 2,871
Change+232 (+8%)
Value$265.3K (+$42.1K)
Filed 2026-11-05
Eagle Bay Advisors LLC
INCREASED
Shares3,068 from 2,992
Change+76 (+3%)
Value$262.3K (+$29.7K)
Filed 2026-10-16
Independent Financial Group, LLC
INCREASED
Shares3,067 from 2,860
Change+207 (+7%)
Value$263.3K (+$40.9K)
Filed 2026-10-13
Fulton Bank, N.A.
DECREASED
Shares3,053 from 36,015
Change-32,962 (-92%)
Value$261.0K (-$2.5M)
Filed 2026-10-14
Eagle Global Advisors LLC
UNCHANGED
Shares3,050 from 3,050
Change0 (0%)
Value$260.8K (+$23.6K)
Filed 2026-11-02
Five Oceans Advisors
UNCHANGED
Shares3,043 from 3,043
Change0 (0%)
Value$260.2K (+$23.6K)
Filed 2026-10-22
Brookstone Capital Management
NEW
Shares3,034
Change+3,034
Value$259.4K
Filed 2026-10-22
Bond & Devick Financial Network, Inc.
UNCHANGED
Shares3,021 from 3,021
Change0 (0%)
Value$258.3K (+$23.4K)
Filed 2026-10-23
Avail Investment Partners, LLC
INCREASED
Shares3,006 from 2,840
Change+166 (+6%)
Value$257.0K (+$36.2K)
Filed 2026-10-16
Spectrum Planning & Advisory Services Inc.
NEW
Shares3,003
Change+3,003
Value$256.7K
Filed 2026-11-05
Gilliland Jeter Wealth Management LLC
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$256.5K (+$23.2K)
Filed 2026-10-28
GHP Investment Advisors, Inc.
INCREASED
Shares2,987 from 2,816
Change+171 (+6%)
Value$255.4K (+$36.4K)
Filed 2026-10-15
Inscription Capital, LLC
INCREASED
Shares2,975 from 2,729
Change+246 (+9%)
Value$254.4K (+$42.1K)
Filed 2026-11-02
FDx Advisors, Inc.
DECREASED
Shares2,964 from 3,373
Change-409 (-12%)
Value$253 (-$9)
Filed 2026-11-05
Invested Advisors
DECREASED
Shares2,954 from 3,260
Change-306 (-9%)
Value$252.6K (-$931)
Filed 2026-10-23
Gerber Kawasaki Wealth & Investment Management
DECREASED
Shares2,944 from 3,487
Change-543 (-16%)
Value$251.7K (-$19.4K)
Filed 2026-10-29
Roxbury Financial LLC
UNCHANGED
Shares2,916 from 2,916
Change0 (0%)
Value$249.3K (+$22.6K)
Filed 2026-10-01
BIP Wealth, LLC
INCREASED
Shares2,896 from 2,785
Change+111 (+4%)
Value$247.6K (+$31.0K)
Filed 2026-10-22
Angeles Wealth Management, LLC
INCREASED
Shares2,888 from 2,836
Change+52 (+2%)
Value$247.5K (+$24.4K)
Filed 2026-10-26
Avantax Planning Partners, Inc.
DECREASED
Shares2,874 from 3,081
Change-207 (-7%)
Value$245.7K (+$6.1K)
Filed 2026-11-03
Strategic Advisors LLC
UNCHANGED
Shares2,858 from 2,858
Change0 (0%)
Value$244.4K (+$22.1K)
Filed 2026-10-13
Renasant Bank
INCREASED
Shares2,827 from 2,816
Change+11 (+0%)
Value$241.7K (+$22.7K)
Filed 2026-11-05
Sowell Financial Services LLC
INCREASED
Shares2,806 from 2,798
Change+8 (+0%)
Value$239.9K (+$22.3K)
Filed 2026-10-23
Pekin Hardy Strauss, Inc.
DECREASED
Shares2,791 from 3,006
Change-215 (-7%)
Value$239.9K (+$6.2K)
Filed 2026-11-02
Crestwood Advisors Group, LLC
NEW
Shares2,782
Change+2,782
Value$237.8K
Filed 2026-10-27
Bensler, LLC
NEW
Shares2,684
Change+2,684
Value$229.5K
Filed 2026-11-05
Cornerstone Wealth Management, LLC
UNCHANGED
Shares2,684 from 2,684
Change0 (0%)
Value$229.5K (+$20.8K)
Filed 2026-11-04
Interchange Capital Partners, LLC
INCREASED
Shares2,679 from 2,588
Change+91 (+4%)
Value$230.0K (+$25.8K)
Filed 2026-10-28
Klingman & Associates, LLC
INCREASED
Shares2,662 from 2,623
Change+39 (+1%)
Value$227.6K (+$23.6K)
Filed 2026-10-20
Souders Financial Advisors
DECREASED
Shares2,659 from 2,739
Change-80 (-3%)
Value$227.3K (+$14.4K)
Filed 2026-11-03
Fragasso Financial Advisors Inc
NEW
Shares2,653
Change+2,653
Value$228.5K
Filed 2026-10-13
Seven Mile Advisory
DECREASED
Shares2,622 from 2,683
Change-61 (-2%)
Value$224.2K (+$12.9K)
Filed 2026-10-22
Root Financial Partners, LLC
DECREASED
Shares2,612 from 2,806
Change-194 (-7%)
Value$223.3K (+$5.1K)
Filed 2026-10-21
Sweeney & Michel, LLC
UNCHANGED
Shares2,604 from 2,604
Change0 (0%)
Value$225.3K (+$1.8K)
Filed 2026-10-16
Deroy & Devereaux Private Investment Counsel Inc
UNCHANGED
Shares2,600 from 2,600
Change0 (0%)
Value$222 (+$20)
Filed 2026-10-26
Burney Co/
DECREASED
Shares2,593 from 2,648
Change-55 (-2%)
Value$221.7K (+$15.8K)
Filed 2026-10-15
Traveka Wealth, LLC
NEW
Shares2,556
Change+2,556
Value$218.5K
Filed 2026-10-19
Greenspring Advisors, LLC
NEW
Shares2,547
Change+2,547
Value$217.8K
Filed 2026-11-05
Southland Equity Partners LLC
DECREASED
Shares2,525 from 2,761
Change-236 (-9%)
Value$217.1K (+$2.4K)
Filed 2026-10-14
Atlas Private Wealth Advisors
NEW
Shares2,517
Change+2,517
Value$215.2K
Filed 2026-10-23
Retirement Investment Advisors, Inc.
UNCHANGED
Shares2,516 from 2,516
Change0 (0%)
Value$215.1K (+$11.4K)
Filed 2026-10-22
Meritas Wealth Management, LLC
NEW
Shares2,500
Change+2,500
Value$213.8K
Filed 2026-10-14
Venture Visionary Partners LLC
DECREASED
Shares2,464 from 2,582
Change-118 (-5%)
Value$210.7K (+$9.9K)
Filed 2026-10-07
First Command Advisory Services, Inc.
INCREASED
Shares2,458 from 625
Change+1,833 (+293%)
Value$213.7K (+$164.5K)
Filed 2026-11-05
Echo45 Advisors LLC
NEW
Shares2,454
Change+2,454
Value$209.8K
Filed 2026-10-07
State of Wyoming
DECREASED
Shares2,419 from 2,996
Change-577 (-19%)
Value$206.8K (-$26.1K)
Filed 2026-10-28
55 North Private Wealth, LLC
NEW
Shares2,409
Change+2,409
Value$206.0K
Filed 2026-10-20
AlphaStar Capital Management, LLC
NEW
Shares2,405
Change+2,405
Value$205.6K
Filed 2026-10-16
Sapient Capital LLC
NEW
Shares2,387
Change+2,387
Value$205.2K
Filed 2026-10-08
Retirement Planning Group, LLC
NEW
Shares2,385
Change+2,385
Value$203.9K
Filed 2026-10-19
MW Advisory, LLC
NEW
Shares2,369
Change+2,369
Value$202.6K
Filed 2026-10-19
Fiduciary Alliance LLC
DECREASED
Shares2,366 from 3,550
Change-1,184 (-33%)
Value$202.3K (-$73.8K)
Filed 2026-10-13
Rydar Equities, Inc.
NEW
Shares2,364
Change+2,364
Value$199.1K
Filed 2026-10-13
Ascentis Independent Advisors
NEW
Shares2,353
Change+2,353
Value$201.2K
Filed 2026-11-03
SkyOak Wealth, LLC
NEW
Shares2,350
Change+2,350
Value$200.9K
Filed 2026-10-28
Hilltop National Bank
UNCHANGED
Shares2,150 from 2,150
Change0 (0%)
Value$183.8K (+$16.6K)
Filed 2026-10-14
Wilmington Savings Fund Society, FSB
DECREASED
Shares2,122 from 2,123
Change-1 (0%)
Value$181.4K (+$16.3K)
Filed 2026-10-23
IFP Advisors, Inc
INCREASED
Shares2,094 from 1,636
Change+458 (+28%)
Value$179.0K (+$51.8K)
Filed 2026-10-16
Larson Financial Group LLC
INCREASED
Shares2,018 from 1,670
Change+348 (+21%)
Value$172.5K (+$42.7K)
Filed 2026-11-05
Mather Group, Llc.
INCREASED
Shares1,869 from 1,786
Change+83 (+5%)
Value$159.8K (+$20.9K)
Filed 2026-10-14
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares1,750 from 2,058
Change-308 (-15%)
Value$149.6K (-$10.4K)
Filed 2026-10-05
Owl Creek Wealth Partners LLC
INCREASED
Shares1,635 from 1,580
Change+55 (+3%)
Value$139.8K (+$16.9K)
Filed 2026-10-20
Cullen T Bankers, Inc.
INCREASED
Shares1,633 from 1,362
Change+271 (+20%)
Value$139.6K (+$33.7K)
Filed 2026-10-28
Tsfg, LLC
UNCHANGED
Shares1,512 from 1,512
Change0 (0%)
Value$129 (+$11)
Filed 2026-10-23
Parkside Financial Bank & Trust
INCREASED
Shares1,497 from 1,384
Change+113 (+8%)
Value$128.0K (+$20.4K)
Filed 2026-10-27
Nisa Investment Advisors, LLC
INCREASED
Shares1,412 from 1,393
Change+19 (+1%)
Value$120.7K (+$12.4K)
Filed 2026-10-20
Curat Global, LLC
UNCHANGED
Shares1,400 from 1,400
Change0 (0%)
Value$119.7K (+$10.8K)
Filed 2026-10-26
Westside Investment Management, Inc.
UNCHANGED
Shares1,398 from 1,398
Change0 (0%)
Value$118.9K (+$10.2K)
Filed 2026-11-02
Gables Capital Management Inc.
UNCHANGED
Shares1,350 from 1,350
Change0 (0%)
Value$115.4K (+$10.4K)
Filed 2026-11-04
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares1,334 from 1,334
Change0 (0%)
Value$114.1K (+$10.3K)
Filed 2026-10-23
Salomon & Ludwin, LLC
UNCHANGED
Shares1,334 from 1,334
Change0 (0%)
Value$114.1K (+$14.3K)
Filed 2026-10-29
Ascentis Wealth Management, LLC
INCREASED
Shares1,117 from 978
Change+139 (+14%)
Value$95.5K (+$19.5K)
Filed 2026-11-03
Bayban
UNCHANGED
Shares1,109 from 1,109
Change0 (0%)
Value$86.1K ($0)
Filed 2026-11-05
JFS Wealth Advisors, LLC
UNCHANGED
Shares1,074 from 1,074
Change0 (0%)
Value$91.8K (+$8.3K)
Filed 2026-11-03
Golden State Wealth Management, LLC
DECREASED
Shares1,035 from 1,064
Change-29 (-3%)
Value$88.5K (+$5.8K)
Filed 2026-11-02
First Bancorp, Inc
UNCHANGED
Shares1,035 from 1,035
Change0 (0%)
Value$88.7K (+$8.3K)
Filed 2026-10-26
General Partner, Inc.
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$85.5K (+$7.7K)
Filed 2026-10-05
Independence Bank of Kentucky
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$85.9K (+$8.2K)
Filed 2026-10-26
Spirit of America Management Corp
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$85.5K (+$7.7K)
Filed 2026-10-14
Silver Grove Financial Group, Inc.
INCREASED
Shares915 from 799
Change+116 (+15%)
Value$78.2K (+$16.1K)
Filed 2026-11-05
Community Financial Services Group, LLC
UNCHANGED
Shares755 from 755
Change0 (0%)
Value$63.8K (+$7.3K)
Filed 2026-10-15
Caldwell Trust Co
DECREASED
Shares749 from 1,411
Change-662 (-47%)
Value$64.0K (-$45.7K)
Filed 2026-10-30
Compass Financial Management LLC
NEW
Shares738
Change+738
Value$63.1K
Filed 2026-10-30
V-Square Quantitative Management LLC
UNCHANGED
Shares730 from 730
Change0 (0%)
Value$62.4K (+$5.7K)
Filed 2026-10-15
Compass Wealth Management LLC
NEW
Shares678
Change+678
Value$58.0K
Filed 2026-10-22
Latitude Advisors, LLC
NEW
Shares672
Change+672
Value$57.5K
Filed 2026-10-27
Manchester Capital Management LLC
UNCHANGED
Shares649 from 649
Change0 (0%)
Value$55.5K (+$5.0K)
Filed 2026-10-22
American National Bank & Trust
INCREASED
Shares589 from 582
Change+7 (+1%)
Value$50.6K (+$5.4K)
Filed 2026-10-07
CoreCap Advisors, LLC
UNCHANGED
Shares588 from 588
Change0 (0%)
Value$50.3K (+$4.6K)
Filed 2026-10-08
Signature Equity Partners, LLC
INCREASED
Shares571 from 246
Change+325 (+132%)
Value$48.8K (+$29.7K)
Filed 2026-10-29
Maseco LLP
UNCHANGED
Shares537 from 537
Change0 (0%)
Value$46.0K (+$4.3K)
Filed 2026-10-27
Financial Consulate, Inc
INCREASED
Shares530 from 400
Change+130 (+33%)
Value$45.3K (+$14.2K)
Filed 2026-10-23
Rossby Financial, LCC
INCREASED
Shares529 from 81
Change+448 (+553%)
Value$45.2K (+$38.9K)
Filed 2026-11-05
Fairscale Capital, LLC
UNCHANGED
Shares526 from 526
Change0 (0%)
Value$50.1K (+$8.7K)
Filed 2026-11-04
GK Wealth Management LLC
NEW
Shares500
Change+500
Value$42.8K
Filed 2026-10-09
Eastern Bank
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$42.8K (+$3.9K)
Filed 2026-10-05
Lodestone Wealth Management LLC
UNCHANGED
Shares490 from 490
Change0 (0%)
Value$41.9K (+$3.8K)
Filed 2026-10-14
Elyxium Wealth, LLC
NEW
Shares473
Change+473
Value$40.4K
Filed 2026-10-27
Heritage Family Offices, LLP
NEW
Shares468
Change+468
Value$40.0K
Filed 2026-11-02
Gen-Wealth Partners Inc
UNCHANGED
Shares466 from 466
Change0 (0%)
Value$39.8K (+$3.6K)
Filed 2026-11-04
Financial Management Professionals, Inc.
DECREASED
Shares464 from 589
Change-125 (-21%)
Value$40.1K (-$5.7K)
Filed 2026-10-23
Adirondack Trust Co
UNCHANGED
Shares447 from 447
Change0 (0%)
Value$38.2K (+$3.5K)
Filed 2026-10-14
First Horizon Corp
UNCHANGED
Shares442 from 442
Change0 (0%)
Value$37.8K (+$3.4K)
Filed 2026-10-26
Trust Co
UNCHANGED
Shares442 from 442
Change0 (0%)
Value$37.8K (+$3.4K)
Filed 2026-10-09
MH & Associates Securities Management Corp
UNCHANGED
Shares440 from 440
Change0 (0%)
Value$37.6K (+$3.4K)
Filed 2026-10-30
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares422 from 422
Change0 (0%)
Value$36.1K (+$3.3K)
Filed 2026-10-30
Triumph Capital Management
INCREASED
Shares418 from 361
Change+57 (+16%)
Value$35.7K (+$7.7K)
Filed 2026-10-14
Cassaday & Co Wealth Management LLC
INCREASED
Shares401 from 400
Change+1 (+0%)
Value$34.5K (+$3.4K)
Filed 2026-10-27
Kennebec Savings Bank
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$34.4K (+$3.3K)
Filed 2026-10-22
Birch Financial Group, LLC
NEW
Shares397
Change+397
Value$33.9K
Filed 2026-10-27
Acumen Wealth Advisors, LLC
INCREASED
Shares381 from 304
Change+77 (+25%)
Value$32.6K (+$8.6K)
Filed 2026-11-05
Monetary Solutions, Ltd
INCREASED
Shares360 from 351
Change+9 (+3%)
Value$30.8K (+$3.5K)
Filed 2026-10-22
West Financial Advisors, LLC
NEW
Shares347
Change+347
Value$29.7K
Filed 2026-10-22
Bare Financial Services, Inc
INCREASED
Shares334 from 298
Change+36 (+12%)
Value$28.6K (+$5.4K)
Filed 2026-11-04
True Wealth Design, LLC
INCREASED
Shares322 from 245
Change+77 (+31%)
Value$27.5K (+$8.5K)
Filed 2026-10-13
Bell Investment Advisors, Inc
DECREASED
Shares311 from 365
Change-54 (-15%)
Value$26.6K (-$1.8K)
Filed 2026-10-29
Country Trust Bank
UNCHANGED
Shares301 from 301
Change0 (0%)
Value$25.7K (+$2.3K)
Filed 2026-10-30
Costello Asset Management, Inc
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$25.7K (+$2.3K)
Filed 2026-10-30
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares299 from 299
Change0 (0%)
Value$25.6K (+$2.3K)
Filed 2026-11-02
Highline Wealth Partners LLC
INCREASED
Shares292 from 127
Change+165 (+130%)
Value$25.0K (+$15.1K)
Filed 2026-10-19
Physician Wealth Advisors, Inc.
DECREASED
Shares285 from 289
Change-4 (-1%)
Value$24.4K (+$1.9K)
Filed 2026-10-20
Key FInancial Inc
UNCHANGED
Shares280 from 280
Change0 (0%)
Value$24.1K (+$2.3K)
Filed 2026-11-02
Jnba Financial Advisors
UNCHANGED
Shares278 from 278
Change0 (0%)
Value$23.8K (+$2.2K)
Filed 2026-11-03
Center for Financial Planning, Inc.
INCREASED
Shares268 from 200
Change+68 (+34%)
Value$22.9K (+$7.4K)
Filed 2026-10-26
Laurel Wealth Advisors LLC
NEW
Shares236
Change+236
Value$20.2K
Filed 2026-10-27
Key Capital Management, Inc
INCREASED
Shares224 from 206
Change+18 (+9%)
Value$19.2K (+$3.1K)
Filed 2026-11-03
Union Savings Bank
UNCHANGED
Shares223 from 223
Change0 (0%)
Value$19.1K (+$1.7K)
Filed 2026-10-14
Avion Wealth
UNCHANGED
Shares222 from 222
Change0 (0%)
Value$18 (+$1)
Filed 2026-11-04
Nfsg Corp
UNCHANGED
Shares218 from 218
Change0 (0%)
Value$18.7K (+$1.7K)
Filed 2026-10-15
Olistico Wealth, LLC
UNCHANGED
Shares218 from 218
Change0 (0%)
Value$18.7K (+$1.8K)
Filed 2026-10-05
J.Safra Asset Management Corp
DECREASED
Shares213 from 234
Change-21 (-9%)
Value$18.2K (+$16)
Filed 2026-11-03
Raleigh Capital Management Inc.
DECREASED
Shares200 from 31,611
Change-31,411 (-99%)
Value$17.1K (-$2.4M)
Filed 2026-10-28
Duncker Streett & Co Inc
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$17.1K (+$1.5K)
Filed 2026-10-27
Gold Investment Management Ltd.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$17.1K (+$1.5K)
Filed 2026-10-19
Smallwood Wealth Investment Management, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$17.1K (+$1.5K)
Filed 2026-10-30
Plante Moran Financial Advisors, LLC
DECREASED
Shares180 from 238
Change-58 (-24%)
Value$15.4K (-$3.1K)
Filed 2026-11-04
North Star Investment Management Corp.
UNCHANGED
Shares173 from 173
Change0 (0%)
Value$14.8K (+$1.3K)
Filed 2026-10-27
SJS Investment Consulting Inc.
UNCHANGED
Shares163 from 163
Change0 (0%)
Value$13.9K (+$1.3K)
Filed 2026-10-26
Piscataqua Savings Bank
UNCHANGED
Shares160 from 160
Change0 (0%)
Value$13.7K (+$1.2K)
Filed 2026-10-21
Yankcom Partnership
UNCHANGED
Shares158 from 158
Change0 (0%)
Value$13.6K (+$1.3K)
Filed 2026-10-15
Cranbrook Wealth Management, LLC
UNCHANGED
Shares151 from 151
Change0 (0%)
Value$12.9K (+$1.2K)
Filed 2026-10-28
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$12.8K (+$1.2K)
Filed 2026-10-20
Kentucky Trust Co
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$12.9K (+$1.2K)
Filed 2026-10-15
WPG Advisers, LLC
UNCHANGED
Shares146 from 146
Change0 (0%)
Value$12.5K (+$1.1K)
Filed 2026-10-27
Montag A & Associates Inc
INCREASED
Shares139 from 94
Change+45 (+48%)
Value$11.9K (+$4.5K)
Filed 2026-10-29
Cdkv Holdings LLC
UNCHANGED
Shares133 from 133
Change0 (0%)
Value$11.4K (+$1.0K)
Filed 2026-10-28
Financial Perspectives, Inc
UNCHANGED
Shares132 from 132
Change0 (0%)
Value$11.3K (+$1.0K)
Filed 2026-11-03
Kozak & Associates, Inc.
UNCHANGED
Shares131 from 131
Change0 (0%)
Value$12.2K (+$2.4K)
Filed 2026-10-29
Hilton Head Capital Partners, LLC
UNCHANGED
Shares130 from 130
Change0 (0%)
Value$11.1K (+$1.0K)
Filed 2026-10-23
Moisand Fitzgerald Tamayo, LLC
NEW
Shares127
Change+127
Value$10.9K
Filed 2026-10-15
Trust Co of Toledo NA
UNCHANGED
Shares114 from 114
Change0 (0%)
Value$9.7K (+$882)
Filed 2026-10-16
RMG Wealth Management LLC
NEW
Shares112
Change+112
Value$10.2K
Filed 2026-10-26
Hager Investment Management Services, LLC
DECREASED
Shares112 from 179
Change-67 (-37%)
Value$9.6K (-$4.3K)
Filed 2026-11-04
Fairman Group, LLC
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$9.5K (+$856)
Filed 2026-10-26
Next Level Wealth Planning, LLC
NEW
Shares108
Change+108
Value$9.2K
Filed 2026-10-29
Hara Capital LLC
UNCHANGED
Shares105 from 105
Change0 (0%)
Value$9.1K (+$816)
Filed 2026-10-30
UMB Private Wealth Management, LLC
NEW
Shares104
Change+104
Value$8.9K
Filed 2026-10-19
New England Capital Financial Advisors LLC
UNCHANGED
Shares101 from 101
Change0 (0%)
Value$8.6K (+$782)
Filed 2026-11-03
Cape Investment Advisory, Inc.
UNCHANGED
Shares97 from 97
Change0 (0%)
Value$8.3K (+$751)
Filed 2026-10-13
Foresight Capital Management Advisors, Inc.
NEW
Shares94
Change+94
Value$8.0K
Filed 2026-10-27
Albion Financial Group
INCREASED
Shares92 from 44
Change+48 (+109%)
Value$7.9K (+$4.5K)
Filed 2026-10-21
City Holding Co
INCREASED
Shares91 from 60
Change+31 (+52%)
Value$7.8K (+$3.1K)
Filed 2026-10-19
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED
Shares91 from 91
Change0 (0%)
Value$8 (+$1)
Filed 2026-10-14
City State Bank
NEW
Shares86
Change+86
Value$7.4K
Filed 2026-10-20
Planning Strategies Inc.
NEW
Shares85
Change+85
Value$7.3K
Filed 2026-10-02
Quest 10 Wealth Builders, Inc.
DECREASED
Shares81 from 98
Change-17 (-17%)
Value$6.9K (-$694)
Filed 2026-11-02
Evolution Wealth Management Inc.
UNCHANGED
Shares76 from 76
Change0 (0%)
Value$6.5K (+$588)
Filed 2026-10-28
Harbor Investment Advisory, LLC
DECREASED
Shares75 from 285
Change-210 (-74%)
Value$6.4K (-$15.7K)
Filed 2026-10-13
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$6 ($0)
Filed 2026-11-04
American Capital Advisory, LLC
DECREASED
Shares74 from 94
Change-20 (-21%)
Value$6.3K (-$983)
Filed 2026-10-28
Lloyd Advisory Services, Llc.
DECREASED
Shares72 from 2,583
Change-2,511 (-97%)
Value$6.2K (-$194.7K)
Filed 2026-11-02
Harbor Asset Planning, Inc.
UNCHANGED
Shares72 from 72
Change0 (0%)
Value$6.2K (+$557)
Filed 2026-10-23
Fiduciary Advisors, Inc.
NEW
Shares69
Change+69
Value$5.9K
Filed 2026-10-16
Ares Financial Consulting, LLC
INCREASED
Shares64 from 45
Change+19 (+42%)
Value$5.5K (+$2.0K)
Filed 2026-10-19
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares63 from 89
Change-26 (-29%)
Value$5.4K (-$1.5K)
Filed 2026-10-16
Arlington Trust Co LLC
UNCHANGED
Shares63 from 63
Change0 (0%)
Value$5.4K (+$488)
Filed 2026-10-20
Burk Holdings LLC
UNCHANGED
Shares62 from 62
Change0 (0%)
Value$5.3K (+$480)
Filed 2026-11-05
Nemes Rush Group LLC
DECREASED
Shares58 from 98
Change-40 (-41%)
Value$5.0K (-$2.7K)
Filed 2026-11-04
Creative Capital Management Investments LLC
UNCHANGED
Shares57 from 57
Change0 (0%)
Value$4.9K (+$442)
Filed 2026-10-28
Oakworth Capital, Inc.
NEW
Shares56
Change+56
Value$4.8K
Filed 2026-10-26
Gilpin Wealth Management, LLC
NEW
Shares55
Change+55
Value$4.7K
Filed 2026-10-09
Valued Wealth Advisors LLC
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$3.8K (+$305)
Filed 2026-11-05
Elevated Capital Advisors, LLC
DECREASED
Shares40 from 91
Change-51 (-56%)
Value$3.4K (-$3.7K)
Filed 2026-11-04
Granite FO LLC
UNCHANGED
Shares39 from 39
Change0 (0%)
Value$3.4K (+$320)
Filed 2026-10-14
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares38 from 38
Change0 (0%)
Value$3.2K (+$294)
Filed 2026-10-13
Gleason Group, Inc.
UNCHANGED
Shares38 from 38
Change0 (0%)
Value$3.2K (+$294)
Filed 2026-10-15
Markowski Investments
NEW
Shares37
Change+37
Value$3.2K
Filed 2026-10-30
West Paces Advisors Inc.
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$3.1K (+$279)
Filed 2026-10-13
MV Capital Management, Inc.
INCREASED
Shares33 from 14
Change+19 (+136%)
Value$2.8K (+$1.7K)
Filed 2026-10-29
Archer Investment Corp
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$2.6K (+$232)
Filed 2026-11-05
Kingdom Financial Group Llc.
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$2.3K (+$209)
Filed 2026-11-04
DecisionPoint Financial, LLC
NEW
Shares26
Change+26
Value$2.2K
Filed 2026-10-27
Fairway Wealth LLC
NEW
Shares24
Change+24
Value$2.1K
Filed 2026-10-30
Noble Wealth Management PBC
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$2.0K (+$179)
Filed 2026-10-01
Tounjian Advisory Partners, LLC
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$2.0K (+$179)
Filed 2026-11-04
Armstrong Advisory Group, Inc
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$1.8K (+$163)
Filed 2026-10-09
Brown, Lisle Ings, Inc.
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$1.7K (+$154)
Filed 2026-10-16
Richardson Financial Services Inc.
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$1.7K (+$155)
Filed 2026-10-30
Downshift Financial, LLC
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$1.6K (+$148)
Filed 2026-10-13
Trifecta Capital Advisors, LLC
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$1.5K (+$139)
Filed 2026-10-21
Nvest Wealth Strategies, Inc.
INCREASED
Shares12 from 6
Change+6 (+100%)
Value$1.0K (+$559)
Filed 2026-10-14
Abound Wealth Management
DECREASED
Shares10 from 60
Change-50 (-83%)
Value$855 (-$3.8K)
Filed 2026-10-26
Mosley Wealth Management
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$619 (+$75)
Filed 2026-10-16
Godsey & Gibb, Inc
NEW
Shares6
Change+6
Value$513
Filed 2026-10-14
Inspire Investing, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$145 (+$13)
Filed 2026-10-22
Buck Wealth Strategies, LLC
DECREASED
Shares1 from 260
Change-259 (-100%)
Value$86 (-$20.1K)
Filed 2026-10-28
DekaBank Deutsche Girozentrale
CLOSED
Shares0 from 11,665,749
Change-11,665,749 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-27
Jefferies Financial Group Inc.
CLOSED
Shares0 from 164,930
Change-164,930 (-100%)
Value$0 (-$12.8M)
Filed 2026-11-05
Lockheed Martin Investment Management Co
CLOSED
Shares0 from 151,400
Change-151,400 (-100%)
Value$0 (-$11.8M)
Filed 2026-11-04
Timothy G. Youngquist 2020 Irrevocable Trust
CLOSED
Shares0 from 11,825
Change-11,825 (-100%)
Value$0 (-$919.5K)
Filed 2026-10-13
Privium Fund Management B.V.
CLOSED
Shares0 from 10,723
Change-10,723 (-100%)
Value$0 (-$729.5K)
Filed 2026-11-03
Sageworth Trust Co
CLOSED
Shares0 from 8,527
Change-8,527 (-100%)
Value$0 (-$663.2K)
Filed 2026-10-30
Trust Point Inc.
CLOSED
Shares0 from 7,823
Change-7,823 (-100%)
Value$0 (-$608.3K)
Filed 2026-10-27
Sunpointe, LLC
CLOSED
Shares0 from 6,462
Change-6,462 (-100%)
Value$0 (-$502.5K)
Filed 2026-10-22
One Wealth Capital Management, LLC
CLOSED
Shares0 from 6,122
Change-6,122 (-100%)
Value$0 (-$476.0K)
Filed 2026-10-23
Aspiriant, LLC
CLOSED
Shares0 from 5,130
Change-5,130 (-100%)
Value$0 (-$398.9K)
Filed 2026-10-16
Fulcrum Equity Management
CLOSED
Shares0 from 3,343
Change-3,343 (-100%)
Value$0 (-$260.0K)
Filed 2026-10-21
Herold Advisors, Inc.
CLOSED
Shares0 from 2,947
Change-2,947 (-100%)
Value$0 (-$233.0K)
Filed 2026-10-19
J.M. Arbour, LLC
CLOSED
Shares0 from 2,814
Change-2,814 (-100%)
Value$0 (-$218.8K)
Filed 2026-11-05
International Assets Investment Management, LLC
CLOSED
Shares0 from 2,783
Change-2,783 (-100%)
Value$0 (-$208.2K)
Filed 2026-11-02
Capital Asset Advisory Services LLC
CLOSED
Shares0 from 2,756
Change-2,756 (-100%)
Value$0 (-$214.3K)
Filed 2026-10-30
Resonant Capital Advisors, LLC
CLOSED
Shares0 from 2,660
Change-2,660 (-100%)
Value$0 (-$206.8K)
Filed 2026-10-15
Exane Asset Management
CLOSED
Shares0 from 2,115
Change-2,115 (-100%)
Value$0 (-$164.5K)
Filed 2026-10-22
Summit Securities Group LLC
CLOSED
Shares0 from 1,194
Change-1,194 (-100%)
Value$0 (-$92.8K)
Filed 2026-11-05
Salem Investment Counselors Inc
CLOSED
Shares0 from 1,013
Change-1,013 (-100%)
Value$0 (-$79.8K)
Filed 2026-10-13
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 317
Change-317 (-100%)
Value$0 (-$24.6K)
Filed 2026-10-14
Robinswood Financial LLC
CLOSED
Shares0 from 299
Change-299 (-100%)
Value$0 (-$23.3K)
Filed 2026-10-20
Solstein Capital, LLC
CLOSED
Shares0 from 231
Change-231 (-100%)
Value$0 (-$18.0K)
Filed 2026-11-02
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$15.6K)
Filed 2026-10-26
Elevation Wealth Partners, LLC
CLOSED
Shares0 from 198
Change-198 (-100%)
Value$0 (-$15.4K)
Filed 2026-10-07
Whipplewood Advisors, LLC
CLOSED
Shares0 from 196
Change-196 (-100%)
Value$0 (-$15.2K)
Filed 2026-10-20
Cornerstone Planning Group LLC
CLOSED
Shares0 from 193
Change-193 (-100%)
Value$0 (-$16.4K)
Filed 2026-10-16
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 161
Change-161 (-100%)
Value$0 (-$12.5K)
Filed 2026-10-26
MCF Advisors LLC
CLOSED
Shares0 from 140
Change-140 (-100%)
Value$0 (-$11.0K)
Filed 2026-10-28
Stone House Investment Management, LLC
CLOSED
Shares0 from 102
Change-102 (-100%)
Value$0 (-$7.9K)
Filed 2026-10-23
LifeSteps Financial, Inc.
CLOSED
Shares0 from 95
Change-95 (-100%)
Value$0 (-$7.4K)
Filed 2026-10-15
Proathlete Wealth Management LLC
CLOSED
Shares0 from 87
Change-87 (-100%)
Value$0 (-$6.8K)
Filed 2026-10-15
Southern Michigan Bank & Trust
CLOSED
Shares0 from 15
Change-15 (-100%)
Value$0 (-$1.2K)
Filed 2026-10-19
Mascoma Wealth Management LLC
CLOSED
Shares0 from 11
Change-11 (-100%)
Value$0 (-$855)
Filed 2026-10-23
Amundi
N/A
Shares— from 206,119,140
Change-206,119,140 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 59,951,626
Change-59,951,626 (-100%)
Value—
Capital World Investors
N/A
Shares— from 49,898,874
Change-49,898,874 (-100%)
Value—
Capital International Investors
N/A
Shares— from 47,370,538
Change-47,370,538 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 43,577,836
Change-43,577,836 (-100%)
Value—
Norges Bank
N/A
Shares— from 40,546,835
Change-40,546,835 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 37,495,795
Change-37,495,795 (-100%)
Value—
Caisse DES Depots ET Consignations
N/A
Shares— from 30,368,297
Change-30,368,297 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 26,300,651
Change-26,300,651 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 26,079,768
Change-26,079,768 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 19,259,681
Change-19,259,681 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 17,041,847
Change-17,041,847 (-100%)
Value—
FMR LLC
N/A
Shares— from 15,873,793
Change-15,873,793 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 13,253,792
Change-13,253,792 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 12,986,515
Change-12,986,515 (-100%)
Value—
FIL Ltd
N/A
Shares— from 11,957,300
Change-11,957,300 (-100%)
Value—
Thornburg Investment Management Inc
N/A
Shares— from 11,828,205
Change-11,828,205 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 11,591,965
Change-11,591,965 (-100%)
Value—
Aristotle Capital Management, LLC
N/A
Shares— from 10,506,305
Change-10,506,305 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 9,705,117
Change-9,705,117 (-100%)
Value—
UBS Group AG
N/A
Shares— from 9,359,156
Change-9,359,156 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 9,250,819
Change-9,250,819 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 9,179,854
Change-9,179,854 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 8,423,066
Change-8,423,066 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 8,410,525
Change-8,410,525 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 8,003,901
Change-8,003,901 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 7,441,202
Change-7,441,202 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 7,401,297
Change-7,401,297 (-100%)
Value—
Groupe la Francaise
N/A
Shares— from 6,796,785
Change-6,796,785 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 6,528,310
Change-6,528,310 (-100%)
Value—
Bank of Italy
N/A
Shares— from 6,455,319
Change-6,455,319 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 5,669,428
Change-5,669,428 (-100%)
Value—
Barclays PLC
N/A
Shares— from 5,570,320
Change-5,570,320 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 5,384,554
Change-5,384,554 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 5,347,871
Change-5,347,871 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 4,992,015
Change-4,992,015 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 4,871,156
Change-4,871,156 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 4,355,928
Change-4,355,928 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 3,760,394
Change-3,760,394 (-100%)
Value—
Aviva PLC
N/A
Shares— from 3,555,079
Change-3,555,079 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 3,289,350
Change-3,289,350 (-100%)
Value—
Dnca Finance
N/A
Shares— from 3,274,674
Change-3,274,674 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 3,234,658
Change-3,234,658 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 3,233,615
Change-3,233,615 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 3,212,149
Change-3,212,149 (-100%)
Value—
Capital International, Inc.
N/A
Shares— from 3,205,301
Change-3,205,301 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 3,035,893
Change-3,035,893 (-100%)
Value—
Altrinsic Global Advisors LLC
N/A
Shares— from 2,991,355
Change-2,991,355 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 2,933,078
Change-2,933,078 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 2,878,671
Change-2,878,671 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 2,823,517
Change-2,823,517 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 2,765,089
Change-2,765,089 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 2,739,262
Change-2,739,262 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 2,689,312
Change-2,689,312 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 2,489,386
Change-2,489,386 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 2,302,845
Change-2,302,845 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 2,290,399
Change-2,290,399 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 2,188,821
Change-2,188,821 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 2,185,055
Change-2,185,055 (-100%)
Value—
LGT Group Foundation
N/A
Shares— from 2,053,277
Change-2,053,277 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 1,922,562
Change-1,922,562 (-100%)
Value—
William Blair Investment Management, LLC
N/A
Shares— from 1,819,275
Change-1,819,275 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 1,795,601
Change-1,795,601 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 1,792,732
Change-1,792,732 (-100%)
Value—
ABN Amro Bank N.V.
N/A
Shares— from 1,632,403
Change-1,632,403 (-100%)
Value—
Man Group plc
N/A
Shares— from 1,558,489
Change-1,558,489 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 1,555,564
Change-1,555,564 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,434,267
Change-1,434,267 (-100%)
Value—
Alyeska Investment Group, L.P.
N/A
Shares— from 1,387,855
Change-1,387,855 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 1,337,102
Change-1,337,102 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 1,279,745
Change-1,279,745 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 1,249,548
Change-1,249,548 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 1,210,607
Change-1,210,607 (-100%)
Value—
Capital International Sarl
N/A
Shares— from 1,202,911
Change-1,202,911 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 1,183,602
Change-1,183,602 (-100%)
Value—
Zurich Insurance Group Ltd
N/A
Shares— from 1,169,487
Change-1,169,487 (-100%)
Value—
Letko, Brosseau & Associates Inc
N/A
Shares— from 1,056,594
Change-1,056,594 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 1,017,165
Change-1,017,165 (-100%)
Value—
Merewether Investment Management, LP
N/A
Shares— from 971,338
Change-971,338 (-100%)
Value—
DJE Kapital AG
N/A
Shares— from 970,181
Change-970,181 (-100%)
Value—
Liontrust Investment Partners LLP
N/A
Shares— from 969,454
Change-969,454 (-100%)
Value—
Groupama Asset Managment
N/A
Shares— from 961,811
Change-961,811 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 942,119
Change-942,119 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 936,164
Change-936,164 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 855,794
Change-855,794 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 843,857
Change-843,857 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 837,327
Change-837,327 (-100%)
Value—
Lansforsakringar Fondforvaltning AB (publ)
N/A
Shares— from 745,350
Change-745,350 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 725,500
Change-725,500 (-100%)
Value—
Cullen Capital Management, LLC
N/A
Shares— from 718,986
Change-718,986 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 701,883
Change-701,883 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 694,810
Change-694,810 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 661,790
Change-661,790 (-100%)
Value—
Susquehanna Portfolio Strategies, LLC
N/A
Shares— from 641,880
Change-641,880 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 618,615
Change-618,615 (-100%)
Value—
Capital International LTD
N/A
Shares— from 578,299
Change-578,299 (-100%)
Value—
Guardian Capital LP
N/A
Shares— from 564,830
Change-564,830 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 561,370
Change-561,370 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 509,259
Change-509,259 (-100%)
Value—
Saudi Central Bank
N/A
Shares— from 490,410
Change-490,410 (-100%)
Value—
Ruffer LLP
N/A
Shares— from 474,930
Change-474,930 (-100%)
Value—
Intesa Sanpaolo S.p.A.
N/A
Shares— from 444,334
Change-444,334 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 439,628
Change-439,628 (-100%)
Value—
Prudential PLC
N/A
Shares— from 439,128
Change-439,128 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 436,468
Change-436,468 (-100%)
Value—
EFG International AG
N/A
Shares— from 428,055
Change-428,055 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 426,120
Change-426,120 (-100%)
Value—
Aberdeen Group plc
N/A
Shares— from 421,800
Change-421,800 (-100%)
Value—
Jennison Associates LLC
N/A
Shares— from 411,019
Change-411,019 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 385,732
Change-385,732 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 365,948
Change-365,948 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 344,288
Change-344,288 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 339,119
Change-339,119 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 335,745
Change-335,745 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 332,460
Change-332,460 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 325,686
Change-325,686 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 294,406
Change-294,406 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 279,310
Change-279,310 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 277,631
Change-277,631 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 276,194
Change-276,194 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 274,116
Change-274,116 (-100%)
Value—
Brandes Investment Partners, LP
N/A
Shares— from 273,309
Change-273,309 (-100%)
Value—
State Street Corp
N/A
Shares— from 269,657
Change-269,657 (-100%)
Value—
Allianz SE
N/A
Shares— from 269,396
Change-269,396 (-100%)
Value—
GQG Partners LLC
N/A
Shares— from 263,895
Change-263,895 (-100%)
Value—
Nicola Wealth Management Ltd.
N/A
Shares— from 257,000
Change-257,000 (-100%)
Value—
Epoch Investment Partners, Inc.
N/A
Shares— from 243,401
Change-243,401 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 221,858
Change-221,858 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 214,844
Change-214,844 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 214,711
Change-214,711 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 208,113
Change-208,113 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 199,000
Change-199,000 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 196,555
Change-196,555 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 193,533
Change-193,533 (-100%)
Value—
Baader Bank Aktiengesellschaft
N/A
Shares— from 193,374
Change-193,374 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 192,534
Change-192,534 (-100%)
Value—
Hotchkis & Wiley Capital Management LLC
N/A
Shares— from 183,055
Change-183,055 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 182,094
Change-182,094 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 177,386
Change-177,386 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 174,953
Change-174,953 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 162,839
Change-162,839 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 161,401
Change-161,401 (-100%)
Value—
Parkwood LLC
N/A
Shares— from 158,319
Change-158,319 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 152,945
Change-152,945 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 150,758
Change-150,758 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 149,137
Change-149,137 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 146,821
Change-146,821 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 145,422
Change-145,422 (-100%)
Value—
Capital Group Investment Management Pte. Ltd.
N/A
Shares— from 140,187
Change-140,187 (-100%)
Value—
&partners
N/A
Shares— from 140,101
Change-140,101 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 129,041
Change-129,041 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 126,288
Change-126,288 (-100%)
Value—
Te Ahumairangi Investment Management Ltd
N/A
Shares— from 125,944
Change-125,944 (-100%)
Value—
Capital Wealth Planning, LLC
N/A
Shares— from 123,962
Change-123,962 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 117,595
Change-117,595 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 116,777
Change-116,777 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 116,709
Change-116,709 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 115,788
Change-115,788 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 114,663
Change-114,663 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 113,536
Change-113,536 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 110,623
Change-110,623 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 105,038
Change-105,038 (-100%)
Value—
Timber Creek Capital Management LLC
N/A
Shares— from 103,844
Change-103,844 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 101,177
Change-101,177 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 99,405
Change-99,405 (-100%)
Value—
Lord, Abbett & Co. LLC
N/A
Shares— from 96,218
Change-96,218 (-100%)
Value—
Zions Bancorporation, National Association
N/A
Shares— from 95,268
Change-95,268 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 93,882
Change-93,882 (-100%)
Value—
Blair William & Co
N/A
Shares— from 92,602
Change-92,602 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 90,877
Change-90,877 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 89,379
Change-89,379 (-100%)
Value—
Polar Capital Holdings Plc
N/A
Shares— from 85,154
Change-85,154 (-100%)
Value—
AXA S.A.
N/A
Shares— from 83,339
Change-83,339 (-100%)
Value—
LGT Fund Management Co Ltd.
N/A
Shares— from 83,135
Change-83,135 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 82,500
Change-82,500 (-100%)
Value—
Stamos Capital Partners, L.P.
N/A
Shares— from 82,011
Change-82,011 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 81,392
Change-81,392 (-100%)
Value—
Longaeva Partners L.P.
N/A
Shares— from 79,932
Change-79,932 (-100%)
Value—
Fred Alger Management, LLC
N/A
Shares— from 79,903
Change-79,903 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 78,557
Change-78,557 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 77,053
Change-77,053 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 76,916
Change-76,916 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 76,315
Change-76,315 (-100%)
Value—
Aviso Financial Inc.
N/A
Shares— from 76,147
Change-76,147 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 75,200
Change-75,200 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 75,008
Change-75,008 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 72,341
Change-72,341 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 72,194
Change-72,194 (-100%)
Value—
Morningstar Investment Management LLC
N/A
Shares— from 72,155
Change-72,155 (-100%)
Value—
SIH Partners, Lllp
N/A
Shares— from 71,790
Change-71,790 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 71,528
Change-71,528 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 71,078
Change-71,078 (-100%)
Value—
Aventail Capital Group, LP
N/A
Shares— from 65,449
Change-65,449 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 63,700
Change-63,700 (-100%)
Value—
Opal Capital LLC
N/A
Shares— from 63,599
Change-63,599 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 61,298
Change-61,298 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 57,186
Change-57,186 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 54,522
Change-54,522 (-100%)
Value—
Osmosis Investment Management UK Ltd
N/A
Shares— from 53,886
Change-53,886 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 53,133
Change-53,133 (-100%)
Value—
Integrated Quantitative Investments LLC
N/A
Shares— from 53,098
Change-53,098 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 53,098
Change-53,098 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 52,774
Change-52,774 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 52,674
Change-52,674 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 49,834
Change-49,834 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 47,531
Change-47,531 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 47,262
Change-47,262 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 46,893
Change-46,893 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 46,469
Change-46,469 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 44,950
Change-44,950 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 44,738
Change-44,738 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 44,627
Change-44,627 (-100%)
Value—
Cloverfields Capital Group, LP
N/A
Shares— from 44,235
Change-44,235 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 43,814
Change-43,814 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 43,700
Change-43,700 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 39,011
Change-39,011 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 38,881
Change-38,881 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 38,655
Change-38,655 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 38,495
Change-38,495 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 38,392
Change-38,392 (-100%)
Value—
Dixon Mitchell Investment Counsel Inc.
N/A
Shares— from 38,000
Change-38,000 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 37,977
Change-37,977 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 37,330
Change-37,330 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 36,686
Change-36,686 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 35,220
Change-35,220 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 33,966
Change-33,966 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 32,492
Change-32,492 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 29,900
Change-29,900 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 28,477
Change-28,477 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 27,608
Change-27,608 (-100%)
Value—
LSV Asset Management
N/A
Shares— from 27,100
Change-27,100 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 26,369
Change-26,369 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 25,905
Change-25,905 (-100%)
Value—
Harvest Portfolios Group Inc.
N/A
Shares— from 25,874
Change-25,874 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 25,103
Change-25,103 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 24,862
Change-24,862 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 24,302
Change-24,302 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 24,214
Change-24,214 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 23,469
Change-23,469 (-100%)
Value—
Hudson Portfolio Management LLC
N/A
Shares— from 22,888
Change-22,888 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 22,691
Change-22,691 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 21,945
Change-21,945 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 21,829
Change-21,829 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 21,009
Change-21,009 (-100%)
Value—
Dockside LLC
N/A
Shares— from 20,850
Change-20,850 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 20,714
Change-20,714 (-100%)
Value—
Hurricane Capital Advisors LLC
N/A
Shares— from 20,509
Change-20,509 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 20,283
Change-20,283 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 20,226
Change-20,226 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 19,618
Change-19,618 (-100%)
Value—
denkapparat Operations GmbH
N/A
Shares— from 19,268
Change-19,268 (-100%)
Value—
Marco Investment Management LLC
N/A
Shares— from 19,010
Change-19,010 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 18,909
Change-18,909 (-100%)
Value—
Reyl & Cie S.A.
N/A
Shares— from 18,795
Change-18,795 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 18,669
Change-18,669 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 18,659
Change-18,659 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 18,600
Change-18,600 (-100%)
Value—
Vela Investment Management, LLC
N/A
Shares— from 18,000
Change-18,000 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 17,999
Change-17,999 (-100%)
Value—
Stephens Inc
N/A
Shares— from 17,753
Change-17,753 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 17,299
Change-17,299 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 17,256
Change-17,256 (-100%)
Value—
NatWest Group plc
N/A
Shares— from 17,251
Change-17,251 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 17,105
Change-17,105 (-100%)
Value—
Mork Capital Management, LLC
N/A
Shares— from 16,690
Change-16,690 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 16,465
Change-16,465 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 16,452
Change-16,452 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 16,027
Change-16,027 (-100%)
Value—
BNP Paribas
N/A
Shares— from 16,000
Change-16,000 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 15,862
Change-15,862 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 15,825
Change-15,825 (-100%)
Value—
Recurrent Investment Advisors LLC
N/A
Shares— from 15,824
Change-15,824 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 15,728
Change-15,728 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 15,689
Change-15,689 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 15,447
Change-15,447 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 15,395
Change-15,395 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 15,384
Change-15,384 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 15,177
Change-15,177 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 14,418
Change-14,418 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 14,220
Change-14,220 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 14,162
Change-14,162 (-100%)
Value—
Saranac Partners Ltd
N/A
Shares— from 14,009
Change-14,009 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 13,879
Change-13,879 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 13,491
Change-13,491 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 13,364
Change-13,364 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 13,351
Change-13,351 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 13,303
Change-13,303 (-100%)
Value—
Chesapeake Capital Corp
N/A
Shares— from 12,893
Change-12,893 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 12,721
Change-12,721 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 12,545
Change-12,545 (-100%)
Value—
Capital Research Global Investors
N/A
Shares— from 12,496
Change-12,496 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 12,402
Change-12,402 (-100%)
Value—
Altshuler Shaham Ltd
N/A
Shares— from 12,323
Change-12,323 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 12,000
Change-12,000 (-100%)
Value—
Capital Financial Group Inc\co\
N/A
Shares— from 11,904
Change-11,904 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 11,589
Change-11,589 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 11,568
Change-11,568 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 11,439
Change-11,439 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 11,242
Change-11,242 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 11,224
Change-11,224 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 10,998
Change-10,998 (-100%)
Value—
Hartford Funds Management Co LLC
N/A
Shares— from 10,638
Change-10,638 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 10,487
Change-10,487 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 10,392
Change-10,392 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 10,070
Change-10,070 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 9,675
Change-9,675 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 9,495
Change-9,495 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 9,359
Change-9,359 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 9,262
Change-9,262 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 9,212
Change-9,212 (-100%)
Value—
Lester Murray Antman dba SimplyRich
N/A
Shares— from 9,161
Change-9,161 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 8,994
Change-8,994 (-100%)
Value—
Legacy Capital Group California, Inc.
N/A
Shares— from 8,862
Change-8,862 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 8,595
Change-8,595 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 8,237
Change-8,237 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 8,169
Change-8,169 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 8,124
Change-8,124 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 8,008
Change-8,008 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 8,003
Change-8,003 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 7,620
Change-7,620 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 7,498
Change-7,498 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 7,104
Change-7,104 (-100%)
Value—
Calydon Capital
N/A
Shares— from 6,897
Change-6,897 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 6,869
Change-6,869 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 6,762
Change-6,762 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 6,691
Change-6,691 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 6,655
Change-6,655 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 6,611
Change-6,611 (-100%)
Value—
Hardy Reed LLC
N/A
Shares— from 6,566
Change-6,566 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 6,522
Change-6,522 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 6,360
Change-6,360 (-100%)
Value—
Alvarez & Marsal Private Wealth Partners, LLC
N/A
Shares— from 6,321
Change-6,321 (-100%)
Value—
Harbour Investment Management LLC
N/A
Shares— from 6,209
Change-6,209 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 6,134
Change-6,134 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 6,047
Change-6,047 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 6,016
Change-6,016 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 5,569
Change-5,569 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 5,344
Change-5,344 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 5,330
Change-5,330 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 5,279
Change-5,279 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 5,216
Change-5,216 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 5,176
Change-5,176 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 5,106
Change-5,106 (-100%)
Value—
Earned Wealth Advisors, LLC
N/A
Shares— from 5,092
Change-5,092 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Firsthand Capital Management, Inc.
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Somerville Kurt F
N/A
Shares— from 4,900
Change-4,900 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 4,800
Change-4,800 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 4,700
Change-4,700 (-100%)
Value—
Atlantic Family Wealth, LLC
N/A
Shares— from 4,569
Change-4,569 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 4,558
Change-4,558 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 4,506
Change-4,506 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 4,427
Change-4,427 (-100%)
Value—
Symphony Financial Services, Inc.
N/A
Shares— from 4,393
Change-4,393 (-100%)
Value—
Cetera Trust Company, N.a
N/A
Shares— from 4,340
Change-4,340 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 4,285
Change-4,285 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 4,250
Change-4,250 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 4,230
Change-4,230 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 4,129
Change-4,129 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 4,080
Change-4,080 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 4,039
Change-4,039 (-100%)
Value—
FCA Corp
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 3,987
Change-3,987 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 3,981
Change-3,981 (-100%)
Value—
Personal CFO Solutions, LLC
N/A
Shares— from 3,946
Change-3,946 (-100%)
Value—
City National Bank of Florida
N/A
Shares— from 3,936
Change-3,936 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 3,922
Change-3,922 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 3,903
Change-3,903 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 3,716
Change-3,716 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 3,705
Change-3,705 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 3,691
Change-3,691 (-100%)
Value—
Purkiss Capital Advisors LLC
N/A
Shares— from 3,674
Change-3,674 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 3,642
Change-3,642 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 3,623
Change-3,623 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 3,594
Change-3,594 (-100%)
Value—
HFG Advisors, Inc.
N/A
Shares— from 3,570
Change-3,570 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 3,548
Change-3,548 (-100%)
Value—
Tower Wealth Partners, Inc.
N/A
Shares— from 3,497
Change-3,497 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 3,487
Change-3,487 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 3,418
Change-3,418 (-100%)
Value—
Commerce Bank
N/A
Shares— from 3,375
Change-3,375 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 3,354
Change-3,354 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 3,353
Change-3,353 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 3,322
Change-3,322 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 3,302
Change-3,302 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 3,283
Change-3,283 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 3,235
Change-3,235 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 3,232
Change-3,232 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 3,206
Change-3,206 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 3,159
Change-3,159 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 3,154
Change-3,154 (-100%)
Value—
Fortune Financial Advisors, LLC
N/A
Shares— from 3,145
Change-3,145 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 3,139
Change-3,139 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 3,115
Change-3,115 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 3,047
Change-3,047 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 2,990
Change-2,990 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 2,981
Change-2,981 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 2,914
Change-2,914 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 2,904
Change-2,904 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 2,896
Change-2,896 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 2,804
Change-2,804 (-100%)
Value—
King Wealth Management Group
N/A
Shares— from 2,770
Change-2,770 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 2,761
Change-2,761 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 2,712
Change-2,712 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 2,700
Change-2,700 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 2,686
Change-2,686 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 2,673
Change-2,673 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 2,669
Change-2,669 (-100%)
Value—
Nwam LLC
N/A
Shares— from 2,666
Change-2,666 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 2,641
Change-2,641 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 2,592
Change-2,592 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 2,588
Change-2,588 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 2,586
Change-2,586 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 2,372
Change-2,372 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 2,291
Change-2,291 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 2,236
Change-2,236 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 2,067
Change-2,067 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 1,978
Change-1,978 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 1,837
Change-1,837 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 1,757
Change-1,757 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 1,530
Change-1,530 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 1,479
Change-1,479 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 1,351
Change-1,351 (-100%)
Value—
South Dakota Investment Council
N/A
Shares— from 1,225
Change-1,225 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 1,212
Change-1,212 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 1,005
Change-1,005 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 996
Change-996 (-100%)
Value—
Virtus Advisers, LLC
N/A
Shares— from 993
Change-993 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 942
Change-942 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 916
Change-916 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 856
Change-856 (-100%)
Value—
Raelipskie Partnership
N/A
Shares— from 800
Change-800 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 779
Change-779 (-100%)
Value—
Brentview Investment Management LLC
N/A
Shares— from 693
Change-693 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 680
Change-680 (-100%)
Value—
Parvin Asset Management, LLC
N/A
Shares— from 675
Change-675 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 661
Change-661 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 624
Change-624 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 608
Change-608 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 607
Change-607 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 600
Change-600 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 582
Change-582 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 572
Change-572 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 553
Change-553 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 503
Change-503 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 500
Change-500 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 486
Change-486 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 483
Change-483 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 467
Change-467 (-100%)
Value—
Evolution Advisers, Inc.
N/A
Shares— from 424
Change-424 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 413
Change-413 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 381
Change-381 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 350
Change-350 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 347
Change-347 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 334
Change-334 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 333
Change-333 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 331
Change-331 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 303
Change-303 (-100%)
Value—
Westerkirk Capital Inc.
N/A
Shares— from 300
Change-300 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 280
Change-280 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 270
Change-270 (-100%)
Value—
Boyd Watterson Asset Management LLC
N/A
Shares— from 266
Change-266 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 252
Change-252 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 242
Change-242 (-100%)
Value—
Baillie Gifford & Co
N/A
Shares— from 213
Change-213 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 212
Change-212 (-100%)
Value—
Pingora Partners LLC
N/A
Shares— from 209
Change-209 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 194
Change-194 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 175
Change-175 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 173
Change-173 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 162
Change-162 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 154
Change-154 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 118
Change-118 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 111
Change-111 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 100
Change-100 (-100%)
Value—
Winch Advisory Services, LLC
N/A
Shares— from 96
Change-96 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 94
Change-94 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 94
Change-94 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 91
Change-91 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 86
Change-86 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 73
Change-73 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 69
Change-69 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 69
Change-69 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 66
Change-66 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 52
Change-52 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 51
Change-51 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 51
Change-51 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 45
Change-45 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 39
Change-39 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 32
Change-32 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 27
Change-27 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 26
Change-26 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 23
Change-23 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 21
Change-21 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 17
Change-17 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 13
Change-13 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 13
Change-13 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 3
Change-3 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 3
Change-3 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 0
Change0
Value—
Status
Bank of New York Mellon Corp
INCREASED12,662,49511,655,736+1,006,759+9%$906.4M$1.1B+$176.3M2026-11-05
Citigroup Inc
DECREASED6,798,6618,684,745-1,886,084-22%$675.5M$584.6M-$90.9M2026-11-04
M&G Plc
INCREASED2,994,1502,954,272+39,878+1%$229.5M$257.9M+$28.4M2026-11-04
MacKenzie Financial Corp
DECREASED2,942,6413,350,217-407,576-12%$124.6M$252.0M+$127.4M2026-11-02
Bank Julius Baer & Co. Ltd, Zurich
INCREASED1,919,5911,899,286+20,305+1%$147.8M$165.2M+$17.4M2026-10-29
Equity Investment Corp
DECREASED1,805,2821,806,067-7850%$140.4M$154.4M+$13.9M2026-11-04
Pictet Asset Management Holding SA
INCREASED1,585,2731,380,331+204,942+15%$107.4M$136.3M+$28.9M2026-11-03
Antipodes Partners Ltd
INCREASED1,552,8231,225,885+326,938+27%$95.3M$133.5M+$38.2M2026-11-05
Compagnie Lombard Odier SCmA
DECREASED1,475,6741,568,926-93,252-6%$122.0M$126.9M+$4.9M2026-11-04
Vontobel Holding Ltd.
INCREASED1,404,4651,376,724+27,741+2%$107.0M$120.5M+$13.5M2026-10-16
Banque Pictet & CIE SA
INCREASED1,397,7781,391,148+6,630+0%$108.2M$120.2M+$12.0M2026-10-16
Todd Asset Management LLC
INCREASED1,291,4151,100,416+190,999+17%$85.6M$110.4M+$24.9M2026-10-27
Bank Pictet & Cie (Europe) AG
DECREASED1,166,5841,231,249-64,665-5%$95.8M$100.3M+$4.5M2026-10-20
Generali Asset Management SPA SGR
DECREASED1,162,3041,268,689-106,385-8%$86.3M$88.0M+$1.7M2026-10-26
Border to Coast Pensions Partnership Ltd
INCREASED1,156,3131,032,885+123,428+12%$80.3K$99.3K+$19.0K2026-10-09
Aegon Asset Management UK PLC
INCREASED997,630987,222+10,408+1%$76.8M$85.8M+$9.0M2026-11-04
Ninety One UK Ltd
DECREASED892,650993,743-101,093-10%$77.3M$76.8M-$538.6K2026-10-15
Allspring Global Investments Holdings, LLC
INCREASED753,492517,126+236,366+46%$38.9M$64.1M+$25.3M2026-11-04
Dimensional Fund Advisors LP
INCREASED748,908506,735+242,173+48%$39.4M$64.0M+$24.6M2026-11-04
Thrivent Financial for Lutherans
DECREASED492,042528,414-36,372-7%$41.1K$42.3K+$1.2K2026-11-05
Flossbach VON Storch SE
INCREASED456,239397,364+58,875+15%$30.9M$39.1M+$8.3M2026-10-28
Maryland State Retirement & Pension System
DECREASED327,927333,712-5,785-2%$25.9M$28.1M+$2.2M2026-11-05
Barings LLC
DECREASED322,860418,276-95,416-23%$32.5M$27.7M-$4.8M2026-10-22
Townsend & Associates, Inc
DECREASED318,523318,791-2680%$25.8M$29.1M+$3.3M2026-10-23
Assetmark, Inc
DECREASED311,750319,948-8,198-3%$24.9M$26.7M+$1.8M2026-10-21
GW Henssler & Associates LTD
DECREASED299,832303,526-3,694-1%$23.6M$25.6M+$2.0M2026-10-26
Sound Income Strategies, LLC
INCREASED295,717289,695+6,022+2%$22.5M$25.4M+$2.9M2026-10-09
Creative Planning
INCREASED268,338242,195+26,143+11%$18.8M$22.9M+$4.1M2026-11-02
Truist Financial Corp
DECREASED268,186274,089-5,903-2%$21.3M$22.9M+$1.6M2026-10-30
Mutual of America Capital Management LLC
DECREASED263,494266,169-2,675-1%$20.7M$22.6M+$1.9M2026-10-23
Artemis Investment Management LLP
UNCHANGED250,000250,00000%$19.4M$21.4M+$2.0M2026-10-08
TD Waterhouse Canada Inc.
DECREASED245,941250,718-4,777-2%$18.8M$20.8M+$2.0M2026-10-16
Allied Investment Advisors, LLC
INCREASED195,741192,577+3,164+2%$15.0M$16.7M+$1.8M2026-10-13
Haven Global Partners, LLC
DECREASED192,325232,502-40,177-17%$18.1M$16.5M-$1.5M2026-10-13
Guardian Partners Inc.
NEW191,872—+191,872——$16.4M—2026-10-21
Euro Pacific Asset Management, LLC
DECREASED174,854175,795-941-1%$6.3K$15.0M+$14.9M2026-11-03
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED153,140153,14000%$11.9M$11.9M$02026-10-15
American Assets Investment Management, LLC
UNCHANGED150,000150,00000%$11.7M$12.8M+$1.2M2026-10-30
Viking Fund Management LLC
UNCHANGED150,000150,00000%$11.7M$12.8M+$1.2M2026-10-14
Wedge Capital Management L L P
DECREASED143,139146,679-3,540-2%$11.4M$12.2M+$832.6K2026-10-13
Crossmark Global Holdings, Inc.
DECREASED141,462141,779-3170%$11.0M$12.1M+$1.1M2026-10-21
Evergreen Capital Management LLC
INCREASED140,777140,075+702+1%$11.0M$12.0M+$1.0M2026-10-23
Banque de Luxembourg S.A.
DECREASED139,942150,433-10,491-7%$11.7M$12.0M+$304.1K2026-10-14
Advisors Management Group Inc
DECREASED136,924137,744-820-1%$10.7K$11.7K+$9972026-11-05
Altrius Capital Management Inc
INCREASED134,426129,527+4,899+4%$10.1M$11.5M+$1.4M2026-11-05
Davenport & Co LLC
INCREASED122,169118,949+3,220+3%$9.3M$10.5M+$1.3M2026-10-14
Bfsg, LLC
DECREASED116,512117,149-637-1%$9.1M$10.0M+$852.3K2026-10-30
Tweedy, Browne Co LLC
DECREASED113,906117,108-3,202-3%$9.1M$9.7M+$632.6K2026-11-04
Oppenheimer Asset Management Inc.
DECREASED113,551114,001-4500%$8.9M$9.7M+$843.9K2026-10-27
Ledyard National Bank
DECREASED112,977116,140-3,163-3%$9.0M$9.7M+$628.5K2026-10-21
swisspartners Advisors Ltd
DECREASED110,860112,205-1,345-1%$8.7M$9.5M+$793.0K2026-11-05
US Bancorp \de\
INCREASED105,52194,659+10,862+11%$7.4M$9.0M+$1.7M2026-11-05
Atria Investments, Inc
DECREASED94,63096,429-1,799-2%$7.5M$8.1M+$592.6K2026-10-15
Bellecapital International Ltd.
INCREASED92,57785,872+6,705+8%$6.7M$7.9M+$1.3M2026-10-21
Augustine Asset Management Inc
DECREASED91,43592,789-1,354-1%$7.2M$7.8M+$602.4K2026-10-13
D.A. Davidson & Co.
DECREASED87,93997,099-9,160-9%$7.6M$7.5M-$31.6K2026-10-28
Wasatch Advisors LP
NEW87,297—+87,297——$7.5M—2026-10-13
Americana Partners, LLC
UNCHANGED86,86086,86000%$6.8M$7.4M+$672.4K2026-10-28
Gilman Hill Asset Management, LLC
INCREASED84,73383,033+1,700+2%$6.5M$7.2M+$788.0K2026-10-13
Walter Public Investments Inc.
INCREASED84,40023,300+61,100+262%$1.8M$7.2M+$5.4M2026-11-05
Assenagon Asset Management S.A.
DECREASED82,06683,197-1,131-1%$6.5M$7.1M+$585.4K2026-10-15
111 Capital
NEW81,976—+81,976——$7.0M—2026-11-03
TrueMark Investments, LLC
INCREASED73,27163,599+9,672+15%$4.9M$6.3M+$1.3M2026-11-05
TD Private Client Wealth LLC
INCREASED70,74668,569+2,177+3%$5.3M$6.1M+$749.5K2026-10-28
J. Safra Sarasin Holding AG
DECREASED66,329131,738-65,409-50%$5.7M$5.7M+$44.0K2026-10-26
Pictet North America Advisors SA
DECREASED66,03966,539-500-1%$5.2M$5.7M+$503.0K2026-10-21
Wealth Enhancement Advisory Services, LLC
DECREASED65,74666,428-682-1%$5.2M$5.7M+$442.0K2026-10-13
Martin Capital Partners, LLC
INCREASED64,29564,147+148+0%$5.0M$5.5M+$509.2K2026-10-07
Commonwealth Equity Services, LLC
INCREASED63,39856,819+6,579+12%$4.4M$5.4M+$1.0M2026-11-02
ZWJ Investment Counsel Inc
INCREASED62,55258,646+3,906+7%$4.6M$5.3M+$787.9K2026-10-15
Barry Investment Advisors, LLC
DECREASED60,83562,487-1,652-3%$4.9M$5.2M+$342.4K2026-10-14
Cambridge Investment Research Advisors, Inc.
INCREASED59,23855,776+3,462+6%$4.3K$5.1K+$7342026-11-02
Quadrant Capital Group LLC
INCREASED58,87157,905+966+2%$4.5M$5.2M+$733.9K2026-10-20
Fideuram Asset Management (Ireland) dac
DECREASED58,50779,082-20,575-26%$6.0M$4.4M-$1.7M2026-10-29
Intesa Sanpaolo Wealth Management
INCREASED57,89155,256+2,635+5%$4.3M$5.0M+$693.1K2026-10-28
Weatherly Asset Management L. P.
DECREASED56,44557,045-600-1%$4.5M$4.8M+$342.7K2026-10-20
Ashton Thomas Private Wealth, LLC
DECREASED49,13251,258-2,126-4%$4.0M$4.2M+$231.8K2026-11-03
Lesa Sroufe & Co
NEW49,131—+49,131——$4.2K—2026-10-29
NLB Skladi, upravljanje premozenja, d.o.o.
INCREASED48,33847,879+459+1%$3.7M$4.1M+$424.6K2026-10-22
Cardinal Capital Management
INCREASED47,45845,547+1,911+4%$3.6M$4.1M+$472.1K2026-10-21
Dmkc Advisory Services, LLC
INCREASED45,83144,466+1,365+3%$3.5M$3.9M+$460.9K2026-11-04
Ritholtz Wealth Management
INCREASED45,43743,346+2,091+5%$3.4M$3.9M+$514.3K2026-11-05
Park Avenue Securities LLC
DECREASED44,50045,595-1,095-2%$3.5K$3.8K+$2802026-10-26
Signaturefd, LLC
DECREASED43,71744,361-644-1%$3.4M$3.7M+$288.3K2026-10-23
CIBC Asset Management Inc
NEW43,537—+43,537——$3.7M—2026-11-05
Drum Hill Capital, LLC
INCREASED42,80442,446+358+1%$3.3M$3.7M+$359.1K2026-10-20
FNY Investment Advisers, LLC
NEW42,200—+42,200——$3.6K—2026-10-16
Sava Infond d.o.o.
DECREASED41,23082,460-41,230-50%$6.4M$3.5M-$2.8M2026-10-28
Hollow Brook Wealth Management LLC
DECREASED40,02142,605-2,584-6%$3.3M$3.4M+$127.2K2026-10-29
Columbus Macro, LLC
DECREASED39,72939,905-1760%$3.1M$3.4M+$309.1K2026-10-14
Princeton Global Asset Management LLC
DECREASED38,30138,727-426-1%$3.0M$3.3M+$264.9K2026-10-21
First Pacific Financial
INCREASED37,38637,198+188+1%$2.9M$3.2M+$304.0K2026-10-14
First Bank & Trust
DECREASED35,32271,472-36,150-51%$5.6M$3.0M-$2.5M2026-10-19
Cyndeo Wealth Partners, LLC
INCREASED35,11635,034+82+0%$2.7M$3.0M+$278.2K2026-10-16
Summit Wealth Group LLC / Co
NEW32,497—+32,497——$2.8M—2026-10-29
Stolper Co
INCREASED31,53031,294+236+1%$2.4K$2.7K+$2632026-10-13
LFG Wealth Partners, LLC
DECREASED31,44834,600-3,152-9%$2.7M$2.7M-$1.6K2026-10-28
Old Port Advisors
DECREASED30,25330,394-1410%$2.4M$2.6M+$223.2K2026-10-23
Lynch & Associates
DECREASED29,32830,161-833-3%$2.3M$2.5M+$162.2K2026-10-13
Kestra Advisory Services, LLC
INCREASED28,86220,146+8,716+43%$1.6M$2.5M+$901.2K2026-11-02
Legacy Wealth Asset Management, LLC
DECREASED28,82030,163-1,343-4%$2.3M$2.5M+$118.6K2026-10-09
Verdence Capital Advisors LLC
DECREASED27,81827,824-60%$2.2M$2.4M+$214.8K2026-10-26
HB Wealth Management, LLC
INCREASED27,31426,326+988+4%$2.0M$2.3M+$293.3K2026-10-23
Manske Wealth Management
INCREASED26,83625,771+1,065+4%$2.0M$2.3M+$290.5K2026-10-26
Concurrent Investment Advisors, LLC
INCREASED24,75817,633+7,125+40%$1.4M$2.1M+$745.7K2026-10-16
Factory Mutual Insurance Co
UNCHANGED24,55024,55000%$1.9M$2.1M+$190.0K2026-10-30
Diversify Advisory Services, LLC
INCREASED23,50222,242+1,260+6%$1.9M$2.1M+$207.8K2026-10-20
Diversify Wealth Management, LLC
INCREASED23,50222,242+1,260+6%$1.9M$2.1M+$207.8K2026-10-20
Orca Wealth Management, LLC
INCREASED22,66122,479+182+1%$1.7M$1.9M+$189.6K2026-10-14
U S Global Investors Inc
UNCHANGED22,00022,00000%$1.7M$1.9M+$170.3K2026-10-22
Abundance Wealth Counselors
DECREASED21,87726,782-4,905-18%$2.1M$1.9M-$211.8K2026-10-26
Keybank National Association
DECREASED21,55423,839-2,285-10%$1.9M$1.8M-$10.8K2026-11-04
Parrish Capital LLC
INCREASED21,53920,613+926+4%$1.6M$1.8M+$238.7K2026-10-01
Prospera Financial Services Inc
INCREASED21,31120,126+1,185+6%$1.6M$2.0M+$466.5K2026-11-04
Vise Technologies, Inc.
INCREASED20,68818,839+1,849+10%$1.5M$1.8M+$304.0K2026-10-29
Obermeyer Wealth Partners
INCREASED20,59120,472+119+1%$1.6M$1.8M+$173.7K2026-10-21
Ipswich Investment Management Co., Inc.
DECREASED20,23021,930-1,700-8%$1.7M$1.7M+$24.4K2026-10-13
Albert D Mason Inc
INCREASED19,94419,774+170+1%$1.5M$1.7M+$167.6K2026-10-27
Choreo, LLC
DECREASED19,88321,047-1,164-6%$1.6M$1.7M+$63.5K2026-10-28
Nicholas Hoffman & Company, Llc.
INCREASED19,37819,081+297+2%$1.5M$1.7M+$173.1K2026-10-30
Strengthening Families & Communities, LLC
INCREASED18,70916,759+1,950+12%$1.3M$1.6M+$296.4K2026-10-21
Regions Financial Corp
INCREASED18,37817,807+571+3%$1.4M$1.6M+$186.6K2026-11-05
Fifth Third Bancorp
INCREASED18,11414,988+3,126+21%$1.2M$1.5M+$383.3K2026-11-05
Investment Research Partners LLC
INCREASED18,01817,768+250+1%$1.4M$1.5M+$158.9K2026-10-19
Ascent Group, LLC
INCREASED17,98417,213+771+4%$1.3M$1.5M+$199.2K2026-10-30
Sterling Capital Management LLC
DECREASED17,82520,068-2,243-11%$1.6M$1.5M-$36.5K2026-10-22
Gibbs Wealth Management
INCREASED17,60014,650+2,950+20%$1.1M$1.5M+$365.6K2026-10-22
Kestra Private Wealth Services, LLC
INCREASED17,11716,883+234+1%$1.3M$1.5M+$150.7K2026-10-30
Bailard, Inc.
INCREASED17,11416,704+410+2%$1.3M$1.5M+$164.3K2026-10-13
Fourpath Capital Management, LLC
DECREASED17,07817,368-290-2%$1.4M$1.5M+$109.6K2026-10-19
Thompson Siegel & Walmsley LLC
DECREASED16,92217,122-200-1%$1.3K$1.4K+$1162026-11-05
Farther Finance Advisors, LLC
INCREASED16,65515,800+855+5%$1.2M$1.4M+$195.5K2026-10-08
Provenance Wealth Advisors, LLC
INCREASED16,282526+15,756+2995%$40.9K$1.4M+$1.4M2026-10-30
Pzena Investment Management LLC
DECREASED16,08222,131-6,049-27%$1.5M$1.2M-$288.2K2026-10-30
Community Bank & Trust, Waco, Texas
INCREASED15,6115,926+9,685+163%$460$1.3K+$8812026-10-19
Compound Planning, Inc.
INCREASED15,32011,708+3,612+31%$910.4K$1.3M+$399.4K2026-11-05
Summit Global Investments
INCREASED15,10514,817+288+2%$1.2K$1.3K+$1392026-10-28
Central Trust Co
DECREASED15,04715,079-320%$1.2M$1.3M+$114.0K2026-11-05
Perigon Wealth Management, LLC
INCREASED14,80914,400+409+3%$1.1M$1.3M+$146.4K2026-10-22
Leo Wealth, LLC
NEW14,039—+14,039——$1.2M—2026-10-26
AlphaCore Capital LLC
INCREASED13,5925,299+8,293+157%$412.1K$1.2M+$750.9K2026-11-04
Persium Advisors, LLC
INCREASED13,48812,859+629+5%$999.9K$1.2M+$153.3K2026-10-07
ABN Amro Investment Solutions
DECREASED13,44015,200-1,760-12%$1.2M$1.1M-$32.8K2026-10-21
Versant Capital Management, Inc
INCREASED13,42712,887+540+4%$1.0M$1.2M+$151.4K2026-10-02
Lido Advisors, LLC
INCREASED13,27711,597+1,680+14%$904.6K$1.1M+$230.7K2026-11-04
Profund Advisors LLC
INCREASED13,00111,602+1,399+12%$902.2K$1.1M+$209.4K2026-10-29
Linden Thomas Advisory Services, LLC
INCREASED12,99212,291+701+6%$955.7K$1.1M+$155.1K2026-10-19
Sycomore Asset Management
UNCHANGED12,71012,71000%$1.1K$1.1K-$202026-10-26
Keudell ison Wealth Management
DECREASED12,68013,689-1,009-7%$1.1M$1.1M+$19.7K2026-10-16
Plan A Wealth LLC
INCREASED12,51412,276+238+2%$954.6K$1.1M+$115.4K2026-10-08
Moody National Bank Trust Division
INCREASED12,37110,391+1,980+19%$808.0K$1.1M+$249.7K2026-10-06
Greenleaf Trust
DECREASED12,20913,779-1,570-11%$1.1M$1.0M-$27.6K2026-10-29
Frank, Rimerman Advisors LLC
DECREASED12,17012,594-424-3%$979.3K$1.0M+$61.2K2026-10-16
Argonautica Private Wealth Management, Inc
INCREASED12,03011,531+499+4%$896.7K$1.0M+$131.9K2026-11-02
Code Waechter LLC
DECREASED11,99913,890-1,891-14%$1.1M$1.0M-$54.2K2026-10-23
Elevation Point Wealth Partners, LLC
DECREASED11,63027,332-15,702-57%$2.1M$994.3K-$1.1M2026-11-05
Asset One Wealth Management LLC
INCREASED11,5196,068+5,451+90%$487.5K$984.9K+$497.4K2026-11-02
Modera Wealth Management, LLC
INCREASED11,49110,121+1,370+14%$787.0K$982.5K+$195.5K2026-10-28
Sagespring Wealth Partners, LLC
INCREASED11,45211,338+114+1%$881.6K$979.1K+$97.5K2026-10-22
Verus Capital Partners, LLC
DECREASED11,26211,494-232-2%$893.7K$962.9K+$69.1K2026-11-03
Certuity, LLC
DECREASED11,01511,110-95-1%$863.9K$941.8K+$77.9K2026-11-02
Robertson Stephens Wealth Management, LLC
INCREASED10,96810,772+196+2%$837.6K$937.8K+$100.2K2026-10-16
Cherokee Insurance Co
UNCHANGED10,96010,96000%$852.3K$937.1K+$84.8K2026-11-05
Valeo Financial Advisors, LLC
INCREASED10,70610,118+588+6%$786.7K$915.7K+$128.9K2026-10-08
Climber Capital SA
UNCHANGED10,47510,47500%$772.1K$816.0K+$43.9K2026-10-20
Independent Solutions Wealth Management, LLC
UNCHANGED10,46810,46800%$814.0K$895.0K+$81.0K2026-10-28
Daymark Wealth Partners, LLC
DECREASED10,42711,136-709-6%$865.9K$891.5K+$25.6K2026-11-04
Joel Isaacson & Co., LLC
INCREASED10,35210,347+5+0%$804.6K$885.1K+$80.5K2026-11-05
Schuylkill Financial LLC
NEW10,211—+10,211——$873.0K—2026-10-21
Vision Financial Markets LLC
NEW10,200—+10,200——$872.1K—2026-10-22
Tred Avon Family Wealth, LLC
DECREASED9,92710,112-185-2%$786.3K$848.8K+$62.5K2026-10-20
Aull & Monroe Investment Management Corp
DECREASED9,91310,013-100-1%$778.6K$847.6K+$69.0K2026-10-16
Parallel Advisors, LLC
INCREASED9,8909,518+372+4%$740.2K$845.6K+$105.4K2026-11-03
Signature Estate & Investment Advisors LLC
DECREASED9,64010,743-1,103-10%$835.3K$824.2K-$11.1K2026-10-13
Plato Investment Management Ltd
DECREASED9,46017,447-7,987-46%$1.3M$816.3K-$532.4K2026-11-05
Portside Wealth Group, LLC
INCREASED9,3948,243+1,151+14%$641.0K$803.2K+$162.2K2026-10-20
Crumly & Associates Inc.
INCREASED9,2069,058+148+2%$704.3K$787.1K+$82.8K2026-10-07
BayBridge Capital Group, LLC
DECREASED9,12914,151-5,022-35%$1.1M$780.5K-$319.9K2026-10-13
OpenArc Corporate Advisory, LLC
INCREASED8,8626,138+2,724+44%$477.3K$757.7K+$280.4K2026-10-21
Abel Hall, LLC
INCREASED8,8558,522+333+4%$662.7K$757.1K+$94.4K2026-10-19
Oslo Pensjonsforsikring AS
UNCHANGED8,7178,71700%$677.8K$749.3K+$71.5K2026-10-15
PDS Planning, Inc
INCREASED8,6778,519+158+2%$662.4K$741.9K+$79.4K2026-11-03
Gamma Investing LLC
DECREASED8,6288,818-190-2%$685.7K$737.7K+$52.0K2026-10-08
Pictet Bank & Trust Ltd
DECREASED8,51910,048-1,529-15%$781.5K$732.5K-$49.0K2026-10-21
Triad Wealth Partners, LLC
INCREASED8,5177,992+525+7%$696.9K$728.2K+$31.3K2026-10-26
GC Wealth Management RIA, LLC
DECREASED8,46510,356-1,891-18%$805.3K$723.8K-$81.5K2026-11-02
Axxion S.A.
UNCHANGED8,4248,42400%$655.0K$724.1K+$69.1K2026-10-22
MGO One Seven LLC
DECREASED8,42114,181-5,760-41%$1.1M$720.0K-$382.8K2026-10-28
J2 Capital Management Inc
DECREASED8,2798,302-230%$645.6K$707.8K+$62.3K2026-10-19
Plan Group Financial, LLC
DECREASED8,2758,625-350-4%$670.7K$745.4K+$74.7K2026-10-22
EPG Wealth Management LLC
INCREASED8,2518,024+227+3%$623.9K$705.5K+$81.5K2026-11-03
Intrua Financial, LLC
DECREASED8,2488,364-116-1%$650.4K$705.2K+$54.8K2026-10-28
Achmea Investment Management B.V.
NEW8,242—+8,242——$709.2K—2026-10-30
Louisbourg Investments Inc.
UNCHANGED8,2408,24000%$640.7K$704.5K+$63.8K2026-10-20
Global Assets Advisory, LLC
INCREASED8,1637,991+172+2%$599.7K$690.7K+$91.0K2026-10-28
Yousif Capital Management, LLC
INCREASED8,1066,536+1,570+24%$508.2K$693.1K+$184.8K2026-10-22
Hendershot Investments Inc.
NEW8,080—+8,080——$690.8K—2026-11-05
Mission Wealth Management, LP
DECREASED7,82313,474-5,651-42%$1.0M$668.8K-$378.9K2026-10-15
Financial & Tax Architects, LLC
INCREASED7,7745,873+1,901+32%$456.7K$664.7K+$208.0K2026-10-15
Courier Capital LLC
UNCHANGED7,7267,72600%$600.8K$660.6K+$59.8K2026-10-19
J.W. Cole Advisors, Inc.
DECREASED7,6657,811-146-2%$607.4K$655.3K+$48.0K2026-11-05
Sentinel Trust Co LBA
UNCHANGED7,6457,64500%$594$654+$602026-11-03
XXI Wealth, LLC
INCREASED7,6055,286+2,319+44%$411.0K$650.2K+$239.2K2026-10-22
Procyon Advisors, LLC
DECREASED7,59610,275-2,679-26%$799.0K$649.5K-$149.5K2026-10-21
Ferguson Wellman Capital Management, Inc
INCREASED7,5557,137+418+6%$555.0K$646.0K+$91.0K2026-10-05
FSM Wealth Advisors, LLC
INCREASED7,4987,302+196+3%$567.8K$645.0K+$77.2K2026-10-27
Citizens Financial Group Inc
INCREASED7,4497,164+285+4%$557.1K$636.9K+$79.8K2026-10-23
Aries Wealth Management
UNCHANGED7,4397,43900%$578.5K$636.8K+$58.3K2026-10-23
Decker Wealth Management LLC
INCREASED7,3716,730+641+10%$523.3K$630.4K+$107.1K2026-10-09
Blue Trust, Inc.
DECREASED7,3168,572-1,256-15%$666.6K$625.5K-$41.0K2026-10-15
Miller Global Investments, LLC
DECREASED7,2607,318-58-1%$569.0K$620.7K+$51.7K2026-10-02
EverSource Wealth Advisors, LLC
INCREASED7,2346,767+467+7%$526.2K$618.5K+$92.3K2026-11-04
Monument Capital Management
INCREASED7,2247,137+87+1%$555.0K$617.7K+$62.7K2026-10-09
Cohen Investment Advisors LLC
INCREASED7,1996,974+225+3%$542.4K$618.9K+$76.5K2026-10-20
Connecticut Wealth Management, LLC
NEW7,175—+7,175——$613.5K—2026-10-13
Henry James International Management Inc.
UNCHANGED7,1437,14300%$555.4K$610.7K+$55.3K2026-10-14
James T. Borello RIA
DECREASED7,0817,438-357-5%$578.4K$605.4K+$27.0K2026-10-16
Prime Capital Investment Advisors, LLC
DECREASED7,0037,288-285-4%$566.7K$598.8K+$32.0K2026-10-20
Legacy Capital Wealth Partners, LLC
INCREASED7,0006,866+134+2%$533.9K$598.5K+$64.6K2026-10-21
First Interstate Bank
UNCHANGED7,0007,00000%$544.3K$598.5K+$54.2K2026-10-23
Kingswood Wealth Advisors, LLC
INCREASED6,9046,832+72+1%$531.3K$590.3K+$59.0K2026-10-23
Exchange Traded Concepts, LLC
NEW6,893—+6,893——$589.4K—2026-10-28
Advisortrust Partners, LLC
INCREASED6,7906,782+8+0%$527.4K$580.5K+$53.2K2026-11-02
Old National Bancorp
INCREASED6,6936,506+187+3%$505.9K$572.3K+$66.3K2026-10-20
Founders Financial Securities LLC
INCREASED6,4916,399+92+1%$497.6K$555.0K+$57.4K2026-10-28
Anchyra Partners LLC
INCREASED6,4036,314+89+1%$491.0K$547.5K+$56.5K2026-10-13
New Wave Wealth Advisors LLC
DECREASED6,3956,701-306-5%$527.2K$575.0K+$47.8K2026-10-19
Baker Ellis Asset Management LLC
DECREASED6,3536,453-100-2%$501.8K$543.2K+$41.4K2026-10-14
StoneX Group Inc.
DECREASED6,3076,447-140-2%$513.0K$548.4K+$35.5K2026-11-03
Kathmere Capital Management, LLC
INCREASED6,2875,137+1,150+22%$399.5K$537.5K+$138.1K2026-10-20
BOS Asset Management, LLC
DECREASED6,2796,488-209-3%$504.5K$536.8K+$32.3K2026-10-09
Clear Creek Financial Management, LLC
UNCHANGED6,2756,27500%$487.9K$536.5K+$48.6K2026-10-28
Sage Rhino Capital LLC
DECREASED6,2146,353-139-2%$494.0K$531.3K+$37.3K2026-10-28
Moneco Advisors, LLC
DECREASED6,1806,294-114-2%$489.4K$528.4K+$39.0K2026-11-05
Larry Mathis Financial Planning, LLC
DECREASED6,0736,679-606-9%$519.4K$519.2K-$1172026-10-26
Avestar Capital, LLC
INCREASED6,0392,133+3,906+183%$165.9K$516.4K+$350.6K2026-10-28
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED5,9834,317+1,666+39%$335.7K$511.6K+$175.9K2026-10-27
Sovran Advisors, LLC
DECREASED5,9685,969-10%$502.5K$561.2K+$58.7K2026-11-02
AdvisorNet Financial, Inc
DECREASED5,9156,139-224-4%$477.4K$530.2K+$52.9K2026-10-15
Genesis Private Wealth, LLC
DECREASED5,8616,333-472-7%$492.5K$501.1K+$8.7K2026-11-02
Leuthold Group, LLC
UNCHANGED5,8325,83200%$453.5K$498.6K+$45.1K2026-11-04
B. Riley Wealth Advisors, Inc.
DECREASED5,8286,114-286-5%$474.9K$498.3K+$23.4K2026-10-13
Lanark Financial, Inc.
DECREASED5,8235,970-147-2%$464.3K$497.9K+$33.6K2026-10-26
Capital Investment Advisory Services, LLC
INCREASED5,7975,025+772+15%$390.7K$507.3K+$116.5K2026-10-30
WoodTrust Financial Corp
DECREASED5,7506,053-303-5%$471$492+$212026-10-09
Sigma Planning Corp
DECREASED5,7227,032-1,310-19%$547.9K$489.2K-$58.6K2026-10-23
SmartHarvest Portfolios, LLC
DECREASED5,6936,773-1,080-16%$526.7K$486.7K-$39.9K2026-10-26
71 West Capital Partners
DECREASED5,6935,807-114-2%$451.6K$489.4K+$37.8K2026-11-04
Indivisible Partners
DECREASED5,6855,796-111-2%$450.7K$486.1K+$35.4K2026-10-26
1620 Investment Advisors, Inc.
INCREASED5,6565,622+34+1%$437.2K$483.6K+$46.4K2026-11-04
HUB Investment Partners, LLC
INCREASED5,5465,004+542+11%$389.1K$474.2K+$85.1K2026-11-03
Alta Capital Management LLC/
INCREASED5,4904,605+885+19%$358.1K$469.4K+$111.3K2026-10-26
Laurel OAK Wealth Management, LLC
DECREASED5,4595,963-504-8%$463.7K$466.7K+$3.1K2026-10-19
Net Worth Advisory Group
INCREASED5,3484,564+784+17%$354.9K$452.0K+$97.1K2026-10-20
JGP Wealth Management, LLC
INCREASED5,3404,823+517+11%$375.0K$456.6K+$81.5K2026-10-13
Innova Wealth Partners
INCREASED5,3314,787+544+11%$372.2K$455.8K+$83.6K2026-10-21
180 Wealth Advisors, LLC
DECREASED5,2285,337-109-2%$415.0K$447.0K+$32.0K2026-11-03
Lantz Financial LLC
DECREASED5,18313,390-8,207-61%$1.0M$443.1K-$598.1K2026-10-15
Bank & Trust Co
UNCHANGED5,1195,11900%$397.6K$439.6K+$42.0K2026-10-07
Bahl & Gaynor LLC
NEW5,037—+5,037——$430.7K—2026-11-05
Private Trust Co NA
DECREASED5,0085,143-135-3%$399.8K$429.4K+$29.6K2026-10-20
Abner Herrman & Brock LLC
UNCHANGED5,0005,00000%$389$427+$382026-10-20
Wedmont Private Capital
INCREASED4,9744,966+8+0%$389.8K$427.9K+$38.0K2026-10-09
Kornitzer Capital Management Inc
INCREASED4,9104,850+60+1%$377.1K$419.8K+$42.7K2026-11-03
Koshinski Asset Management, Inc.
DECREASED4,8764,891-150%$380.3K$416.9K+$36.6K2026-10-29
Connecticut Capital Management Group, LLC
INCREASED4,8474,831+16+0%$375.7K$414.4K+$38.8K2026-10-29
Magnus Financial Group LLC
DECREASED4,8006,406-1,606-25%$498.1K$410.4K-$87.7K2026-10-21
First Nebraska Trust Co
UNCHANGED4,7064,70600%$365.9K$402.4K+$36.4K2026-10-30
Collaborative Fund Advisors, LLC
INCREASED4,6554,095+560+14%$318.4K$398.0K+$79.6K2026-11-02
Oppenheimer & Co Inc
INCREASED4,6393,839+800+21%$298.5K$396.6K+$98.1K2026-10-26
VestGen Advisors, LLC
DECREASED4,6276,304-1,677-27%$490.2K$395.7K-$94.5K2026-10-27
Gallacher Capital Management LLC
DECREASED4,5935,313-720-14%$413.1K$392.7K-$20.4K2026-10-30
Aaron Wealth Advisors LLC
DECREASED4,5595,537-978-18%$430.6K$389.8K-$40.8K2026-10-13
Walkner Condon Financial Advisors LLC
DECREASED4,5045,150-646-13%$400.5K$385.1K-$15.4K2026-11-02
Symphony Financial, Ltd. Co.
INCREASED4,4884,096+392+10%$318.2K$387.2K+$69.1K2026-10-22
Decision Investments, Inc
UNCHANGED4,4524,45200%$346.2K$380.6K+$34.5K2026-10-07
Aprio Wealth Management, LLC
INCREASED4,4443,398+1,046+31%$264.2K$379.9K+$115.7K2026-10-28
AA Financial Advisors, LLC
INCREASED4,4224,112+310+8%$319.7K$378.1K+$58.3K2026-10-19
Fortitude Advisory Group L.L.C.
INCREASED4,4044,354+50+1%$338.6K$376.5K+$38.0K2026-10-15
Mitchell & Pahl Private Wealth, LLC
DECREASED4,3674,380-130%$340.6K$373.4K+$32.8K2026-10-14
Miller Howard Investments Inc
DECREASED4,3214,624-303-7%$359.6K$369.5K+$9.9K2026-10-26
Jacobi Capital Management LLC
INCREASED4,2864,186+100+2%$325.5K$366.4K+$40.9K2026-11-05
May Hill Capital, LLC
INCREASED4,2374,222+15+0%$328.3K$362.3K+$34.0K2026-11-03
Fifth Third Wealth Advisors LLC
INCREASED4,2254,023+202+5%$312.8K$361.2K+$48.4K2026-10-22
Wolff Financial Management LLC
UNCHANGED4,2244,22400%$328.5K$361.2K+$32.7K2026-10-23
Harbor Capital Advisors, Inc.
NEW4,159—+4,159——$356—2026-10-22
Focus Financial Network, Inc.
INCREASED4,1522,831+1,321+47%$220.1K$355.0K+$134.9K2026-10-14
Cromwell Holdings LLC
UNCHANGED4,0114,01100%$315.8K$346.6K+$30.8K2026-10-28
Rosenberg Matthew Hamilton
UNCHANGED4,0104,01000%$311.8K$342.9K+$31.0K2026-10-05
Oarsman Capital, Inc.
INCREASED3,9943,908+86+2%$303.9K$341.5K+$37.6K2026-11-05
Wedbush Securities Inc
DECREASED3,9764,970-994-20%$386$340-$462026-10-22
Entrust Financial LLC
INCREASED3,9103,874+36+1%$301.2K$334.3K+$33.1K2026-11-04
Apollon Wealth Management, LLC
NEW3,908—+3,908——$334.2K—2026-10-23
Uhlmann Price Securities, LLC
UNCHANGED3,8633,86300%$300.4K$330.3K+$29.9K2026-11-03
Avior Wealth Management, LLC
DECREASED3,8394,441-602-14%$345.3K$328.2K-$17.1K2026-10-13
Third View Private Wealth, LLC
DECREASED3,7774,339-562-13%$337.4K$322.9K-$14.5K2026-10-30
Bryn Mawr Trust Advisors, LLC
INCREASED3,7683,636+132+4%$282.7K$322.3K+$39.6K2026-11-04
Grove Bank & Trust
DECREASED3,7165,557-1,841-33%$432.1K$317.7K-$114.4K2026-10-08
Fiduciary Financial Group, LLC
INCREASED3,7112,767+944+34%$215.2K$317.3K+$102.1K2026-10-13
Farmers & Merchants Investments Inc
UNCHANGED3,7093,70900%$288.1K$318.5K+$30.4K2026-10-22
Cooper Financial Group
INCREASED3,6833,377+306+9%$262.6K$314.9K+$52.3K2026-10-07
Sageworth Trust Co of South Dakota
UNCHANGED3,6463,64600%$283.6K$313.5K+$29.9K2026-10-30
Sippican Capital Advisors
DECREASED3,6193,648-29-1%$283.7K$309.4K+$25.8K2026-10-23
Linscomb Wealth, Inc.
UNCHANGED3,6183,61800%$281.3K$309.3K+$28.0K2026-11-05
Integrated Advisors Network LLC
NEW3,571—+3,571——$305.3K—2026-10-20
M Holdings Securities, Inc.
NEW3,495—+3,495——$320—2026-11-03
Livet Wealth, LLC
INCREASED3,4593,409+50+1%$265.1K$295.7K+$30.7K2026-10-27
Beverly Hills Private Wealth, LLC
INCREASED3,4412,663+778+29%$207.1K$294.2K+$87.1K2026-11-04
Argentarii, LLC
INCREASED3,4313,377+54+2%$297.0K$293.4K-$3.7K2026-10-28
Delta Financial Advisors LLC
UNCHANGED3,4303,43000%$266.7K$293.3K+$26.5K2026-10-27
Visionary Horizons, LLC
INCREASED3,3963,284+112+3%$255.4K$290.4K+$35.0K2026-10-22
Axxcess Wealth Management, LLC
DECREASED3,3885,027-1,639-33%$390.9K$289.7K-$101.2K2026-10-21
Piedmont Capital Management, LLC
UNCHANGED3,3813,38100%$262.9K$289.1K+$26.2K2026-10-21
Center For Asset Management LLC
NEW3,365—+3,365——$287.7K—2026-10-16
MFA Wealth Advisors, LLC
DECREASED3,3573,518-161-5%$273.6K$287.0K+$13.5K2026-10-07
Annex Advisory Services, LLC
NEW3,335—+3,335——$285.1K—2026-10-16
Lantern Wealth Advisors, LLC
UNCHANGED3,3003,30000%$256.6K$282.2K+$25.5K2026-10-22
Brighton Jones LLC
INCREASED3,2923,020+272+9%$234.9K$281.5K+$46.6K2026-11-03
KCM Investment Advisors LLC
DECREASED3,2843,289-50%$255.8K$280.8K+$25.0K2026-10-27
3Chopt Investment Partners, LLC
UNCHANGED3,2033,20300%$249.1K$273.9K+$24.8K2026-10-30
Simplicity Wealth,LLC
NEW3,179—+3,179——$271.8K—2026-10-23
Pinnacle Wealth Planning Services, Inc.
INCREASED3,1752,994+181+6%$232.8K$271.5K+$38.7K2026-10-27
Planned Solutions, Inc.
UNCHANGED3,1623,16200%$245.9K$270.4K+$24.5K2026-10-19
Bingham Private Wealth, LLC
INCREASED3,1032,871+232+8%$223.2K$265.3K+$42.1K2026-11-05
Eagle Bay Advisors LLC
INCREASED3,0682,992+76+3%$232.7K$262.3K+$29.7K2026-10-16
Independent Financial Group, LLC
INCREASED3,0672,860+207+7%$222.4K$263.3K+$40.9K2026-10-13
Fulton Bank, N.A.
DECREASED3,05336,015-32,962-92%$2.8M$261.0K-$2.5M2026-10-14
Eagle Global Advisors LLC
UNCHANGED3,0503,05000%$237.2K$260.8K+$23.6K2026-11-02
Five Oceans Advisors
UNCHANGED3,0433,04300%$236.6K$260.2K+$23.6K2026-10-22
Brookstone Capital Management
NEW3,034—+3,034——$259.4K—2026-10-22
Bond & Devick Financial Network, Inc.
UNCHANGED3,0213,02100%$234.9K$258.3K+$23.4K2026-10-23
Avail Investment Partners, LLC
INCREASED3,0062,840+166+6%$220.8K$257.0K+$36.2K2026-10-16
Spectrum Planning & Advisory Services Inc.
NEW3,003—+3,003——$256.7K—2026-11-05
Gilliland Jeter Wealth Management LLC
UNCHANGED3,0003,00000%$233.3K$256.5K+$23.2K2026-10-28
GHP Investment Advisors, Inc.
INCREASED2,9872,816+171+6%$219.0K$255.4K+$36.4K2026-10-15
Inscription Capital, LLC
INCREASED2,9752,729+246+9%$212.2K$254.4K+$42.1K2026-11-02
FDx Advisors, Inc.
DECREASED2,9643,373-409-12%$262$253-$92026-11-05
Invested Advisors
DECREASED2,9543,260-306-9%$253.5K$252.6K-$9312026-10-23
Gerber Kawasaki Wealth & Investment Management
DECREASED2,9443,487-543-16%$271.1K$251.7K-$19.4K2026-10-29
Roxbury Financial LLC
UNCHANGED2,9162,91600%$226.7K$249.3K+$22.6K2026-10-01
BIP Wealth, LLC
INCREASED2,8962,785+111+4%$216.6K$247.6K+$31.0K2026-10-22
Angeles Wealth Management, LLC
INCREASED2,8882,836+52+2%$223.1K$247.5K+$24.4K2026-10-26
Avantax Planning Partners, Inc.
DECREASED2,8743,081-207-7%$239.5K$245.7K+$6.1K2026-11-03
Strategic Advisors LLC
UNCHANGED2,8582,85800%$222.2K$244.4K+$22.1K2026-10-13
Renasant Bank
INCREASED2,8272,816+11+0%$219.0K$241.7K+$22.7K2026-11-05
Sowell Financial Services LLC
INCREASED2,8062,798+8+0%$217.5K$239.9K+$22.3K2026-10-23
Pekin Hardy Strauss, Inc.
DECREASED2,7913,006-215-7%$233.8K$239.9K+$6.2K2026-11-02
Crestwood Advisors Group, LLC
NEW2,782—+2,782——$237.8K—2026-10-27
Bensler, LLC
NEW2,684—+2,684——$229.5K—2026-11-05
Cornerstone Wealth Management, LLC
UNCHANGED2,6842,68400%$208.7K$229.5K+$20.8K2026-11-04
Interchange Capital Partners, LLC
INCREASED2,6792,588+91+4%$204.1K$230.0K+$25.8K2026-10-28
Klingman & Associates, LLC
INCREASED2,6622,623+39+1%$204.0K$227.6K+$23.6K2026-10-20
Souders Financial Advisors
DECREASED2,6592,739-80-3%$213.0K$227.3K+$14.4K2026-11-03
Fragasso Financial Advisors Inc
NEW2,653—+2,653——$228.5K—2026-10-13
Seven Mile Advisory
DECREASED2,6222,683-61-2%$211.2K$224.2K+$12.9K2026-10-22
Root Financial Partners, LLC
DECREASED2,6122,806-194-7%$218.2K$223.3K+$5.1K2026-10-21
Sweeney & Michel, LLC
UNCHANGED2,6042,60400%$223.5K$225.3K+$1.8K2026-10-16
Deroy & Devereaux Private Investment Counsel Inc
UNCHANGED2,6002,60000%$202$222+$202026-10-26
Burney Co/
DECREASED2,5932,648-55-2%$205.9K$221.7K+$15.8K2026-10-15
Traveka Wealth, LLC
NEW2,556—+2,556——$218.5K—2026-10-19
Greenspring Advisors, LLC
NEW2,547—+2,547——$217.8K—2026-11-05
Southland Equity Partners LLC
DECREASED2,5252,761-236-9%$214.7K$217.1K+$2.4K2026-10-14
Atlas Private Wealth Advisors
NEW2,517—+2,517——$215.2K—2026-10-23
Retirement Investment Advisors, Inc.
UNCHANGED2,5162,51600%$203.7K$215.1K+$11.4K2026-10-22
Meritas Wealth Management, LLC
NEW2,500—+2,500——$213.8K—2026-10-14
Venture Visionary Partners LLC
DECREASED2,4642,582-118-5%$200.8K$210.7K+$9.9K2026-10-07
First Command Advisory Services, Inc.
INCREASED2,458625+1,833+293%$49.2K$213.7K+$164.5K2026-11-05
Echo45 Advisors LLC
NEW2,454—+2,454——$209.8K—2026-10-07
State of Wyoming
DECREASED2,4192,996-577-19%$233.0K$206.8K-$26.1K2026-10-28
55 North Private Wealth, LLC
NEW2,409—+2,409——$206.0K—2026-10-20
AlphaStar Capital Management, LLC
NEW2,405—+2,405——$205.6K—2026-10-16
Sapient Capital LLC
NEW2,387—+2,387——$205.2K—2026-10-08
Retirement Planning Group, LLC
NEW2,385—+2,385——$203.9K—2026-10-19
MW Advisory, LLC
NEW2,369—+2,369——$202.6K—2026-10-19
Fiduciary Alliance LLC
DECREASED2,3663,550-1,184-33%$276.1K$202.3K-$73.8K2026-10-13
Rydar Equities, Inc.
NEW2,364—+2,364——$199.1K—2026-10-13
Ascentis Independent Advisors
NEW2,353—+2,353——$201.2K—2026-11-03
SkyOak Wealth, LLC
NEW2,350—+2,350——$200.9K—2026-10-28
Hilltop National Bank
UNCHANGED2,1502,15000%$167.2K$183.8K+$16.6K2026-10-14
Wilmington Savings Fund Society, FSB
DECREASED2,1222,123-10%$165.1K$181.4K+$16.3K2026-10-23
IFP Advisors, Inc
INCREASED2,0941,636+458+28%$127.2K$179.0K+$51.8K2026-10-16
Larson Financial Group LLC
INCREASED2,0181,670+348+21%$129.9K$172.5K+$42.7K2026-11-05
Mather Group, Llc.
INCREASED1,8691,786+83+5%$138.9K$159.8K+$20.9K2026-10-14
MassMutual Private Wealth & Trust, FSB
DECREASED1,7502,058-308-15%$160.0K$149.6K-$10.4K2026-10-05
Owl Creek Wealth Partners LLC
INCREASED1,6351,580+55+3%$122.9K$139.8K+$16.9K2026-10-20
Cullen T Bankers, Inc.
INCREASED1,6331,362+271+20%$105.9K$139.6K+$33.7K2026-10-28
Tsfg, LLC
UNCHANGED1,5121,51200%$118$129+$112026-10-23
Parkside Financial Bank & Trust
INCREASED1,4971,384+113+8%$107.6K$128.0K+$20.4K2026-10-27
Nisa Investment Advisors, LLC
INCREASED1,4121,393+19+1%$108.3K$120.7K+$12.4K2026-10-20
Curat Global, LLC
UNCHANGED1,4001,40000%$108.9K$119.7K+$10.8K2026-10-26
Westside Investment Management, Inc.
UNCHANGED1,3981,39800%$108.7K$118.9K+$10.2K2026-11-02
Gables Capital Management Inc.
UNCHANGED1,3501,35000%$105.0K$115.4K+$10.4K2026-11-04
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED1,3341,33400%$103.8K$114.1K+$10.3K2026-10-23
Salomon & Ludwin, LLC
UNCHANGED1,3341,33400%$99.8K$114.1K+$14.3K2026-10-29
Ascentis Wealth Management, LLC
INCREASED1,117978+139+14%$76.0K$95.5K+$19.5K2026-11-03
Bayban
UNCHANGED1,1091,10900%$86.1K$86.1K$02026-11-05
JFS Wealth Advisors, LLC
UNCHANGED1,0741,07400%$83.5K$91.8K+$8.3K2026-11-03
Golden State Wealth Management, LLC
DECREASED1,0351,064-29-3%$82.8K$88.5K+$5.8K2026-11-02
First Bancorp, Inc
UNCHANGED1,0351,03500%$80.5K$88.7K+$8.3K2026-10-26
General Partner, Inc.
UNCHANGED1,0001,00000%$77.8K$85.5K+$7.7K2026-10-05
Independence Bank of Kentucky
UNCHANGED1,0001,00000%$77.7K$85.9K+$8.2K2026-10-26
Spirit of America Management Corp
UNCHANGED1,0001,00000%$77.8K$85.5K+$7.7K2026-10-14
Silver Grove Financial Group, Inc.
INCREASED915799+116+15%$62.1K$78.2K+$16.1K2026-11-05
Community Financial Services Group, LLC
UNCHANGED75575500%$56.5K$63.8K+$7.3K2026-10-15
Caldwell Trust Co
DECREASED7491,411-662-47%$109.7K$64.0K-$45.7K2026-10-30
Compass Financial Management LLC
NEW738—+738——$63.1K—2026-10-30
V-Square Quantitative Management LLC
UNCHANGED73073000%$56.8K$62.4K+$5.7K2026-10-15
Compass Wealth Management LLC
NEW678—+678——$58.0K—2026-10-22
Latitude Advisors, LLC
NEW672—+672——$57.5K—2026-10-27
Manchester Capital Management LLC
UNCHANGED64964900%$50.5K$55.5K+$5.0K2026-10-22
American National Bank & Trust
INCREASED589582+7+1%$45.2K$50.6K+$5.4K2026-10-07
CoreCap Advisors, LLC
UNCHANGED58858800%$45.7K$50.3K+$4.6K2026-10-08
Signature Equity Partners, LLC
INCREASED571246+325+132%$19.1K$48.8K+$29.7K2026-10-29
Maseco LLP
UNCHANGED53753700%$41.7K$46.0K+$4.3K2026-10-27
Financial Consulate, Inc
INCREASED530400+130+33%$31.1K$45.3K+$14.2K2026-10-23
Rossby Financial, LCC
INCREASED52981+448+553%$6.3K$45.2K+$38.9K2026-11-05
Fairscale Capital, LLC
UNCHANGED52652600%$41.4K$50.1K+$8.7K2026-11-04
GK Wealth Management LLC
NEW500—+500——$42.8K—2026-10-09
Eastern Bank
UNCHANGED50050000%$38.9K$42.8K+$3.9K2026-10-05
Lodestone Wealth Management LLC
UNCHANGED49049000%$38.1K$41.9K+$3.8K2026-10-14
Elyxium Wealth, LLC
NEW473—+473——$40.4K—2026-10-27
Heritage Family Offices, LLP
NEW468—+468——$40.0K—2026-11-02
Gen-Wealth Partners Inc
UNCHANGED46646600%$36.2K$39.8K+$3.6K2026-11-04
Financial Management Professionals, Inc.
DECREASED464589-125-21%$45.8K$40.1K-$5.7K2026-10-23
Adirondack Trust Co
UNCHANGED44744700%$34.8K$38.2K+$3.5K2026-10-14
First Horizon Corp
UNCHANGED44244200%$34.4K$37.8K+$3.4K2026-10-26
Trust Co
UNCHANGED44244200%$34.4K$37.8K+$3.4K2026-10-09
MH & Associates Securities Management Corp
UNCHANGED44044000%$34.2K$37.6K+$3.4K2026-10-30
Foster Dykema Cabot & Partners, LLC
UNCHANGED42242200%$32.8K$36.1K+$3.3K2026-10-30
Triumph Capital Management
INCREASED418361+57+16%$28.1K$35.7K+$7.7K2026-10-14
Cassaday & Co Wealth Management LLC
INCREASED401400+1+0%$31.1K$34.5K+$3.4K2026-10-27
Kennebec Savings Bank
UNCHANGED40040000%$31.1K$34.4K+$3.3K2026-10-22
Birch Financial Group, LLC
NEW397—+397——$33.9K—2026-10-27
Acumen Wealth Advisors, LLC
INCREASED381304+77+25%$23.9K$32.6K+$8.6K2026-11-05
Monetary Solutions, Ltd
INCREASED360351+9+3%$27.3K$30.8K+$3.5K2026-10-22
West Financial Advisors, LLC
NEW347—+347——$29.7K—2026-10-22
Bare Financial Services, Inc
INCREASED334298+36+12%$23.2K$28.6K+$5.4K2026-11-04
True Wealth Design, LLC
INCREASED322245+77+31%$19.1K$27.5K+$8.5K2026-10-13
Bell Investment Advisors, Inc
DECREASED311365-54-15%$28.4K$26.6K-$1.8K2026-10-29
Country Trust Bank
UNCHANGED30130100%$23.4K$25.7K+$2.3K2026-10-30
Costello Asset Management, Inc
UNCHANGED30030000%$23.3K$25.7K+$2.3K2026-10-30
Murphy & Mullick Capital Management Corp
UNCHANGED29929900%$23.3K$25.6K+$2.3K2026-11-02
Highline Wealth Partners LLC
INCREASED292127+165+130%$9.9K$25.0K+$15.1K2026-10-19
Physician Wealth Advisors, Inc.
DECREASED285289-4-1%$22.5K$24.4K+$1.9K2026-10-20
Key FInancial Inc
UNCHANGED28028000%$21.8K$24.1K+$2.3K2026-11-02
Jnba Financial Advisors
UNCHANGED27827800%$21.6K$23.8K+$2.2K2026-11-03
Center for Financial Planning, Inc.
INCREASED268200+68+34%$15.6K$22.9K+$7.4K2026-10-26
Laurel Wealth Advisors LLC
NEW236—+236——$20.2K—2026-10-27
Key Capital Management, Inc
INCREASED224206+18+9%$16.0K$19.2K+$3.1K2026-11-03
Union Savings Bank
UNCHANGED22322300%$17.3K$19.1K+$1.7K2026-10-14
Avion Wealth
UNCHANGED22222200%$17$18+$12026-11-04
Nfsg Corp
UNCHANGED21821800%$17.0K$18.7K+$1.7K2026-10-15
Olistico Wealth, LLC
UNCHANGED21821800%$17.0K$18.7K+$1.8K2026-10-05
J.Safra Asset Management Corp
DECREASED213234-21-9%$18.2K$18.2K+$162026-11-03
Raleigh Capital Management Inc.
DECREASED20031,611-31,411-99%$2.5M$17.1K-$2.4M2026-10-28
Duncker Streett & Co Inc
UNCHANGED20020000%$15.6K$17.1K+$1.5K2026-10-27
Gold Investment Management Ltd.
UNCHANGED20020000%$15.6K$17.1K+$1.5K2026-10-19
Smallwood Wealth Investment Management, LLC
UNCHANGED20020000%$15.6K$17.1K+$1.5K2026-10-30
Plante Moran Financial Advisors, LLC
DECREASED180238-58-24%$18.5K$15.4K-$3.1K2026-11-04
North Star Investment Management Corp.
UNCHANGED17317300%$13.5K$14.8K+$1.3K2026-10-27
SJS Investment Consulting Inc.
UNCHANGED16316300%$12.7K$13.9K+$1.3K2026-10-26
Piscataqua Savings Bank
UNCHANGED16016000%$12.4K$13.7K+$1.2K2026-10-21
Yankcom Partnership
UNCHANGED15815800%$12.3K$13.6K+$1.3K2026-10-15
Cranbrook Wealth Management, LLC
UNCHANGED15115100%$11.7K$12.9K+$1.2K2026-10-28
Atlantic Edge Private Wealth Management, LLC
UNCHANGED15015000%$11.7K$12.8K+$1.2K2026-10-20
Kentucky Trust Co
UNCHANGED15015000%$11.7K$12.9K+$1.2K2026-10-15
WPG Advisers, LLC
UNCHANGED14614600%$11.4K$12.5K+$1.1K2026-10-27
Montag A & Associates Inc
INCREASED13994+45+48%$7.4K$11.9K+$4.5K2026-10-29
Cdkv Holdings LLC
UNCHANGED13313300%$10.3K$11.4K+$1.0K2026-10-28
Financial Perspectives, Inc
UNCHANGED13213200%$10.3K$11.3K+$1.0K2026-11-03
Kozak & Associates, Inc.
UNCHANGED13113100%$9.8K$12.2K+$2.4K2026-10-29
Hilton Head Capital Partners, LLC
UNCHANGED13013000%$10.1K$11.1K+$1.0K2026-10-23
Moisand Fitzgerald Tamayo, LLC
NEW127—+127——$10.9K—2026-10-15
Trust Co of Toledo NA
UNCHANGED11411400%$8.9K$9.7K+$8822026-10-16
RMG Wealth Management LLC
NEW112—+112——$10.2K—2026-10-26
Hager Investment Management Services, LLC
DECREASED112179-67-37%$13.9K$9.6K-$4.3K2026-11-04
Fairman Group, LLC
UNCHANGED11011000%$8.7K$9.5K+$8562026-10-26
Next Level Wealth Planning, LLC
NEW108—+108——$9.2K—2026-10-29
Hara Capital LLC
UNCHANGED10510500%$8.3K$9.1K+$8162026-10-30
UMB Private Wealth Management, LLC
NEW104—+104——$8.9K—2026-10-19
New England Capital Financial Advisors LLC
UNCHANGED10110100%$7.9K$8.6K+$7822026-11-03
Cape Investment Advisory, Inc.
UNCHANGED979700%$7.5K$8.3K+$7512026-10-13
Foresight Capital Management Advisors, Inc.
NEW94—+94——$8.0K—2026-10-27
Albion Financial Group
INCREASED9244+48+109%$3.4K$7.9K+$4.5K2026-10-21
City Holding Co
INCREASED9160+31+52%$4.7K$7.8K+$3.1K2026-10-19
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED919100%$7$8+$12026-10-14
City State Bank
NEW86—+86——$7.4K—2026-10-20
Planning Strategies Inc.
NEW85—+85——$7.3K—2026-10-02
Quest 10 Wealth Builders, Inc.
DECREASED8198-17-17%$7.6K$6.9K-$6942026-11-02
Evolution Wealth Management Inc.
UNCHANGED767600%$5.9K$6.5K+$5882026-10-28
Harbor Investment Advisory, LLC
DECREASED75285-210-74%$22.2K$6.4K-$15.7K2026-10-13
Hazlett, Burt & Watson, Inc.
UNCHANGED757500%$6$6$02026-11-04
American Capital Advisory, LLC
DECREASED7494-20-21%$7.3K$6.3K-$9832026-10-28
Lloyd Advisory Services, Llc.
DECREASED722,583-2,511-97%$200.9K$6.2K-$194.7K2026-11-02
Harbor Asset Planning, Inc.
UNCHANGED727200%$5.6K$6.2K+$5572026-10-23
Fiduciary Advisors, Inc.
NEW69—+69——$5.9K—2026-10-16
Ares Financial Consulting, LLC
INCREASED6445+19+42%$3.5K$5.5K+$2.0K2026-10-19
Halbert Hargrove Global Advisors, LLC
DECREASED6389-26-29%$6.9K$5.4K-$1.5K2026-10-16
Arlington Trust Co LLC
UNCHANGED636300%$4.9K$5.4K+$4882026-10-20
Burk Holdings LLC
UNCHANGED626200%$4.8K$5.3K+$4802026-11-05
Nemes Rush Group LLC
DECREASED5898-40-41%$7.6K$5.0K-$2.7K2026-11-04
Creative Capital Management Investments LLC
UNCHANGED575700%$4.4K$4.9K+$4422026-10-28
Oakworth Capital, Inc.
NEW56—+56——$4.8K—2026-10-26
Gilpin Wealth Management, LLC
NEW55—+55——$4.7K—2026-10-09
Valued Wealth Advisors LLC
UNCHANGED454500%$3.5K$3.8K+$3052026-11-05
Elevated Capital Advisors, LLC
DECREASED4091-51-56%$7.1K$3.4K-$3.7K2026-11-04
Granite FO LLC
UNCHANGED393900%$3.0K$3.4K+$3202026-10-14
Beacon Investment Advisory Services, Inc.
UNCHANGED383800%$3.0K$3.2K+$2942026-10-13
Gleason Group, Inc.
UNCHANGED383800%$3.0K$3.2K+$2942026-10-15
Markowski Investments
NEW37—+37——$3.2K—2026-10-30
West Paces Advisors Inc.
UNCHANGED363600%$2.8K$3.1K+$2792026-10-13
MV Capital Management, Inc.
INCREASED3314+19+136%$1.1K$2.8K+$1.7K2026-10-29
Archer Investment Corp
UNCHANGED303000%$2.3K$2.6K+$2322026-11-05
Kingdom Financial Group Llc.
UNCHANGED272700%$2.1K$2.3K+$2092026-11-04
DecisionPoint Financial, LLC
NEW26—+26——$2.2K—2026-10-27
Fairway Wealth LLC
NEW24—+24——$2.1K—2026-10-30
Noble Wealth Management PBC
UNCHANGED232300%$1.8K$2.0K+$1792026-10-01
Tounjian Advisory Partners, LLC
UNCHANGED232300%$1.8K$2.0K+$1792026-11-04
Armstrong Advisory Group, Inc
UNCHANGED212100%$1.6K$1.8K+$1632026-10-09
Brown, Lisle Ings, Inc.
UNCHANGED202000%$1.5K$1.7K+$1542026-10-16
Richardson Financial Services Inc.
UNCHANGED202000%$1.6K$1.7K+$1552026-10-30
Downshift Financial, LLC
UNCHANGED191900%$1.5K$1.6K+$1482026-10-13
Trifecta Capital Advisors, LLC
UNCHANGED181800%$1.4K$1.5K+$1392026-10-21
Nvest Wealth Strategies, Inc.
INCREASED126+6+100%$467$1.0K+$5592026-10-14
Abound Wealth Management
DECREASED1060-50-83%$4.7K$855-$3.8K2026-10-26
Mosley Wealth Management
UNCHANGED7700%$544$619+$752026-10-16
Godsey & Gibb, Inc
NEW6—+6——$513—2026-10-14
Inspire Investing, LLC
UNCHANGED2200%$132$145+$132026-10-22
Buck Wealth Strategies, LLC
DECREASED1260-259-100%$20.2K$86-$20.1K2026-10-28
DekaBank Deutsche Girozentrale
CLOSED011,665,749-11,665,749-100%$1.1M$0-$1.1M2026-10-27
Jefferies Financial Group Inc.
CLOSED0164,930-164,930-100%$12.8M$0-$12.8M2026-11-05
Lockheed Martin Investment Management Co
CLOSED0151,400-151,400-100%$11.8M$0-$11.8M2026-11-04
Timothy G. Youngquist 2020 Irrevocable Trust
CLOSED011,825-11,825-100%$919.5K$0-$919.5K2026-10-13
Privium Fund Management B.V.
CLOSED010,723-10,723-100%$729.5K$0-$729.5K2026-11-03
Sageworth Trust Co
CLOSED08,527-8,527-100%$663.2K$0-$663.2K2026-10-30
Trust Point Inc.
CLOSED07,823-7,823-100%$608.3K$0-$608.3K2026-10-27
Sunpointe, LLC
CLOSED06,462-6,462-100%$502.5K$0-$502.5K2026-10-22
One Wealth Capital Management, LLC
CLOSED06,122-6,122-100%$476.0K$0-$476.0K2026-10-23
Aspiriant, LLC
CLOSED05,130-5,130-100%$398.9K$0-$398.9K2026-10-16
Fulcrum Equity Management
CLOSED03,343-3,343-100%$260.0K$0-$260.0K2026-10-21
Herold Advisors, Inc.
CLOSED02,947-2,947-100%$233.0K$0-$233.0K2026-10-19
J.M. Arbour, LLC
CLOSED02,814-2,814-100%$218.8K$0-$218.8K2026-11-05
International Assets Investment Management, LLC
CLOSED02,783-2,783-100%$208.2K$0-$208.2K2026-11-02
Capital Asset Advisory Services LLC
CLOSED02,756-2,756-100%$214.3K$0-$214.3K2026-10-30
Resonant Capital Advisors, LLC
CLOSED02,660-2,660-100%$206.8K$0-$206.8K2026-10-15
Exane Asset Management
CLOSED02,115-2,115-100%$164.5K$0-$164.5K2026-10-22
Summit Securities Group LLC
CLOSED01,194-1,194-100%$92.8K$0-$92.8K2026-11-05
Salem Investment Counselors Inc
CLOSED01,013-1,013-100%$79.8K$0-$79.8K2026-10-13
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED0317-317-100%$24.6K$0-$24.6K2026-10-14
Robinswood Financial LLC
CLOSED0299-299-100%$23.3K$0-$23.3K2026-10-20
Solstein Capital, LLC
CLOSED0231-231-100%$18.0K$0-$18.0K2026-11-02
Vermillion Wealth Management, Inc.
CLOSED0200-200-100%$15.6K$0-$15.6K2026-10-26
Elevation Wealth Partners, LLC
CLOSED0198-198-100%$15.4K$0-$15.4K2026-10-07
Whipplewood Advisors, LLC
CLOSED0196-196-100%$15.2K$0-$15.2K2026-10-20
Cornerstone Planning Group LLC
CLOSED0193-193-100%$16.4K$0-$16.4K2026-10-16
Commonwealth Retirement Investments LLC
CLOSED0161-161-100%$12.5K$0-$12.5K2026-10-26
MCF Advisors LLC
CLOSED0140-140-100%$11.0K$0-$11.0K2026-10-28
Stone House Investment Management, LLC
CLOSED0102-102-100%$7.9K$0-$7.9K2026-10-23
LifeSteps Financial, Inc.
CLOSED095-95-100%$7.4K$0-$7.4K2026-10-15
Proathlete Wealth Management LLC
CLOSED087-87-100%$6.8K$0-$6.8K2026-10-15
Southern Michigan Bank & Trust
CLOSED015-15-100%$1.2K$0-$1.2K2026-10-19
Mascoma Wealth Management LLC
CLOSED011-11-100%$855$0-$8552026-10-23
Amundi
N/A—206,119,140-206,119,140-100%$16.0B———
Vanguard Capital Management LLC
N/A—59,951,626-59,951,626-100%$4.6B———
Capital World Investors
N/A—49,898,874-49,898,874-100%$3.9B———
Capital International Investors
N/A—47,370,538-47,370,538-100%$3.7B———
Deutsche Bank Ag\
N/A—43,577,836-43,577,836-100%$3.4B———
Norges Bank
N/A—40,546,835-40,546,835-100%$3.2B———
JPMorgan Chase & Co
N/A—37,495,795-37,495,795-100%$2.9B———
Caisse DES Depots ET Consignations
N/A—30,368,297-30,368,297-100%$2.4B———
Wellington Management Group LLP
N/A—26,300,651-26,300,651-100%$2.0B———
Goldman Sachs Group Inc
N/A—26,079,768-26,079,768-100%$2.0B———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—19,259,681-19,259,681-100%$1.5B———
Vanguard Fiduciary Trust Co
N/A—17,041,847-17,041,847-100%$1.3B———
FMR LLC
N/A—15,873,793-15,873,793-100%$1.2B———
Legal & General Group Plc
N/A—13,253,792-13,253,792-100%$1.0B———
Bank of America Corp
N/A—12,986,515-12,986,515-100%$1.0B———
FIL Ltd
N/A—11,957,300-11,957,300-100%$929.5M———
Thornburg Investment Management Inc
N/A—11,828,205-11,828,205-100%$919.0M———
Jupiter Topco LLC
N/A—11,591,965-11,591,965-100%$901.5M———
Aristotle Capital Management, LLC
N/A—10,506,305-10,506,305-100%$816.8M———
Credit Agricole S A
N/A—9,705,117-9,705,117-100%$754.7M———
UBS Group AG
N/A—9,359,156-9,359,156-100%$727.8M———
Vanguard Asset Management, Ltd
N/A—9,250,819-9,250,819-100%$715.3M———
BNP Paribas Asset Management Holding S.A.
N/A—9,179,854-9,179,854-100%$711.6M———
Invesco Ltd.
N/A—8,423,066-8,423,066-100%$655.0M———
Morgan Stanley
N/A—8,410,525-8,410,525-100%$654.0M———
Fisher Asset Management, LLC
N/A—8,003,901-8,003,901-100%$622.4M———
Franklin Resources Inc
N/A—7,441,202-7,441,202-100%$577.7M———
Canada Pension Plan Investment Board
N/A—7,401,297-7,401,297-100%$575.1M———
Groupe la Francaise
N/A—6,796,785-6,796,785-100%$511.2M———
Allianz Asset Management GmbH
N/A—6,528,310-6,528,310-100%$507.8M———
Bank of Italy
N/A—6,455,319-6,455,319-100%$500.4K———
Royal Bank of Canada
N/A—5,669,428-5,669,428-100%$440.9M———
Barclays PLC
N/A—5,570,320-5,570,320-100%$433.1M———
Wells Fargo & Company
N/A—5,384,554-5,384,554-100%$417.0M———
Nuveen, LLC
N/A—5,347,871-5,347,871-100%$415.5M———
AQR Capital Management LLC
N/A—4,992,015-4,992,015-100%$387.9M———
Banco Santander, S.A.
N/A—4,871,156-4,871,156-100%$378.8M———
Price T Rowe Associates Inc
N/A—4,355,928-4,355,928-100%$338.7K———
Van Eck Associates Corp
N/A—3,760,394-3,760,394-100%$292.4M———
Aviva PLC
N/A—3,555,079-3,555,079-100%$276.1M———
Raymond James Financial Inc
N/A—3,289,350-3,289,350-100%$255.8M———
Dnca Finance
N/A—3,274,674-3,274,674-100%$254.7M———
Royal London Asset Management LTD
N/A—3,234,658-3,234,658-100%$251.5M———
Rathbones Group PLC
N/A—3,233,615-3,233,615-100%$251.5M———
Bank of Montreal
N/A—3,212,149-3,212,149-100%$249.6M———
Capital International, Inc.
N/A—3,205,301-3,205,301-100%$249.1M———
Russell Investments Group, Ltd.
N/A—3,035,893-3,035,893-100%$236.3M———
Altrinsic Global Advisors LLC
N/A—2,991,355-2,991,355-100%$232.7M———
Envestnet Asset Management Inc
N/A—2,933,078-2,933,078-100%$228.1M———
Federated Hermes, Inc.
N/A—2,878,671-2,878,671-100%$223.8M———
Jones Financial Companies Lllp
N/A—2,823,517-2,823,517-100%$216.8M———
BlackRock, Inc.
N/A—2,765,089-2,765,089-100%$215.0M———
Natixis Advisors, LLC
N/A—2,739,262-2,739,262-100%$213.0K———
Alliancebernstein L.P.
N/A—2,689,312-2,689,312-100%$244.7M———
Canada Life Assurance Co
N/A—2,489,386-2,489,386-100%$193.2K———
Lazard Asset Management LLC
N/A—2,302,845-2,302,845-100%$178.9M———
Arrowstreet Capital, Limited Partnership
N/A—2,290,399-2,290,399-100%$178.0M———
Edmond de Rothschild Holding S.A.
N/A—2,188,821-2,188,821-100%$169.7M———
Manufacturers Life Insurance Company, the
N/A—2,185,055-2,185,055-100%$169.8M———
LGT Group Foundation
N/A—2,053,277-2,053,277-100%$159.5M———
Public Sector Pension Investment Board
N/A—1,922,562-1,922,562-100%$147.3M———
William Blair Investment Management, LLC
N/A—1,819,275-1,819,275-100%$141.4M———
American Century Companies Inc
N/A—1,795,601-1,795,601-100%$139.6M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—1,792,732-1,792,732-100%$139.4M———
ABN Amro Bank N.V.
N/A—1,632,403-1,632,403-100%$126.6M———
Man Group plc
N/A—1,558,489-1,558,489-100%$121.2M———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—1,555,564-1,555,564-100%$121.0M———
Rockefeller Capital Management L.P.
N/A—1,434,267-1,434,267-100%$112.0M———
Alyeska Investment Group, L.P.
N/A—1,387,855-1,387,855-100%$107.9M———
Korea Investment Corp
N/A—1,337,102-1,337,102-100%$104.0M———
TD Asset Management Inc
N/A—1,279,745-1,279,745-100%$99.5M———
LPL Financial LLC
N/A—1,249,548-1,249,548-100%$97.2M———
Jane Street Group, LLC
N/A—1,210,607-1,210,607-100%$94.1M———
Capital International Sarl
N/A—1,202,911-1,202,911-100%$93.5M———
Public Employees Retirement System of Ohio
N/A—1,183,602-1,183,602-100%$92.0M———
Zurich Insurance Group Ltd
N/A—1,169,487-1,169,487-100%$90.9M———
Letko, Brosseau & Associates Inc
N/A—1,056,594-1,056,594-100%$82.2M———
Vanguard Global Advisers, LLC
N/A—1,017,165-1,017,165-100%$78.7M———
Merewether Investment Management, LP
N/A—971,338-971,338-100%$75.5M———
DJE Kapital AG
N/A—970,181-970,181-100%$74.8M———
Liontrust Investment Partners LLP
N/A—969,454-969,454-100%$75.4M———
Groupama Asset Managment
N/A—961,811-961,811-100%$65.9M———
Vanguard Investments Australia, Ltd.
N/A—942,119-942,119-100%$72.9M———
First Trust Advisors LP
N/A—936,164-936,164-100%$72.8M———
CIBC Bancorp USA Inc.
N/A—855,794-855,794-100%$58.3M———
SEI Investments Co
N/A—843,857-843,857-100%$65.6M———
Ameriprise Financial Inc
N/A—837,327-837,327-100%$65.1M———
Lansforsakringar Fondforvaltning AB (publ)
N/A—745,350-745,350-100%$58.0M———
Teachers Retirement System of the State of Kentucky
N/A—725,500-725,500-100%$56.4K———
Cullen Capital Management, LLC
N/A—718,986-718,986-100%$55.9M———
Tidal Investments LLC
N/A—701,883-701,883-100%$53.3M———
HighTower Advisors, LLC
N/A—694,810-694,810-100%$54.0M———
Stifel Financial Corp
N/A—661,790-661,790-100%$51.5M———
Susquehanna Portfolio Strategies, LLC
N/A—641,880-641,880-100%$49.9M———
State of Wisconsin Investment Board
N/A—618,615-618,615-100%$48.1M———
Capital International LTD
N/A—578,299-578,299-100%$45.0M———
Guardian Capital LP
N/A—564,830-564,830-100%$43.9M———
Neuberger Berman Group LLC
N/A—561,370-561,370-100%$43.7M———
1832 Asset Management L.P.
N/A—509,259-509,259-100%$39.6M———
Saudi Central Bank
N/A—490,410-490,410-100%$42.2M———
Ruffer LLP
N/A—474,930-474,930-100%$36.9M———
Intesa Sanpaolo S.p.A.
N/A—444,334-444,334-100%$34.4M———
Acadian Asset Management LLC
N/A—439,628-439,628-100%$34.2K———
Prudential PLC
N/A—439,128-439,128-100%$34.1M———
Evelyn Partners Group Ltd
N/A—436,468-436,468-100%$33.9M———
EFG International AG
N/A—428,055-428,055-100%$33.2M———
Massachusetts Financial Services Co
N/A—426,120-426,120-100%$33.5M———
Aberdeen Group plc
N/A—421,800-421,800-100%$32.8M———
Jennison Associates LLC
N/A—411,019-411,019-100%$32.0M———
Kayne Anderson Rudnick Investment Management LLC
N/A—385,732-385,732-100%$30.0M———
Charles Schwab Investment Management Inc
N/A—365,948-365,948-100%$28.5M———
Quantinno Capital Management LP
N/A—344,288-344,288-100%$26.8M———
Voya Investment Management LLC
N/A—339,119-339,119-100%$26.4M———
Capital Group Private Client Services, Inc.
N/A—335,745-335,745-100%$26.1M———
State of Tennessee, Department of Treasury
N/A—332,460-332,460-100%$25.9M———
Cetera Investment Advisers
N/A—325,686-325,686-100%$25.3M———
Northern Trust Corp
N/A—294,406-294,406-100%$22.9M———
M&T Bank Corp
N/A—279,310-279,310-100%$21.7M———
PNC Financial Services Group, Inc.
N/A—277,631-277,631-100%$21.6M———
Mitsubishi UFJ Trust & Banking Corp
N/A—276,194-276,194-100%$20.8M———
Ingalls & Snyder LLC
N/A—274,116-274,116-100%$21.3K———
Brandes Investment Partners, LP
N/A—273,309-273,309-100%$21.2M———
State Street Corp
N/A—269,657-269,657-100%$21.2M———
Allianz SE
N/A—269,396-269,396-100%$21.0M———
GQG Partners LLC
N/A—263,895-263,895-100%$20.5M———
Nicola Wealth Management Ltd.
N/A—257,000-257,000-100%$20.0M———
Epoch Investment Partners, Inc.
N/A—243,401-243,401-100%$18.9M———
National Bank of Canada
N/A—221,858-221,858-100%$18.3M———
Clearbridge Investments, LLC
N/A—214,844-214,844-100%$5.1M———
Omers Administration Corp
N/A—214,711-214,711-100%$16.7M———
Mariner, LLC
N/A—208,113-208,113-100%$16.2M———
Gabelli Funds LLC
N/A—199,000-199,000-100%$15.5M———
Trexquant Investment LP
N/A—196,555-196,555-100%$15.3M———
MetLife Investment Management, LLC
N/A—193,533-193,533-100%$15.0M———
Baader Bank Aktiengesellschaft
N/A—193,374-193,374-100%$15.0M———
MML Investors Services, LLC
N/A—192,534-192,534-100%$15.0M———
Hotchkis & Wiley Capital Management LLC
N/A—183,055-183,055-100%$14.2M———
USS Investment Management Ltd
N/A—182,094-182,094-100%$14.1M———
CIBC World Market Inc.
N/A—177,386-177,386-100%$13.8M———
Janney Montgomery Scott LLC
N/A—174,953-174,953-100%$13.6K———
Metis Global Partners, LLC
N/A—162,839-162,839-100%$12.7M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—161,401-161,401-100%$12.6M———
Parkwood LLC
N/A—158,319-158,319-100%$12.3K———
Cerity Partners LLC
N/A—152,945-152,945-100%$11.9M———
O'shaughnessy Asset Management, LLC
N/A—150,758-150,758-100%$11.7M———
Intech Investment Management LLC
N/A—149,137-149,137-100%$11.6M———
Susquehanna International Group, LLP
N/A—146,821-146,821-100%$11.4M———
Citadel Advisors LLC
N/A—145,422-145,422-100%$11.3M———
Capital Group Investment Management Pte. Ltd.
N/A—140,187-140,187-100%$10.9M———
&partners
N/A—140,101-140,101-100%$10.8M———
Tudor Investment Corp ET AL
N/A—129,041-129,041-100%$10.0M———
Logan Capital Management Inc
N/A—126,288-126,288-100%$9.8M———
Te Ahumairangi Investment Management Ltd
N/A—125,944-125,944-100%$9.8M———
Capital Wealth Planning, LLC
N/A—123,962-123,962-100%$9.6M———
Captrust Financial Advisors
N/A—117,595-117,595-100%$9.1M———
Optiver Holding B.V.
N/A—116,777-116,777-100%$9.1M———
HRT Financial LP
N/A—116,709-116,709-100%$9.1K———
Banque Cantonale Vaudoise
N/A—115,788-115,788-100%$9.0K———
QRG Capital Management, Inc.
N/A—114,663-114,663-100%$8.9M———
Huntington National Bank
N/A—113,536-113,536-100%$8.8M———
Venturi Wealth Management, LLC
N/A—110,623-110,623-100%$8.6M———
Osaic Holdings, Inc.
N/A—105,038-105,038-100%$8.2M———
Timber Creek Capital Management LLC
N/A—103,844-103,844-100%$8.1M———
Bleakley Financial Group, LLC
N/A—101,177-101,177-100%$7.9M———
Fayez Sarofim & Co
N/A—99,405-99,405-100%$7.7M———
Lord, Abbett & Co. LLC
N/A—96,218-96,218-100%$7.5K———
Zions Bancorporation, National Association
N/A—95,268-95,268-100%$7.4M———
Vanguard Personalized Indexing Management, LLC
N/A—93,882-93,882-100%$7.3M———
Blair William & Co
N/A—92,602-92,602-100%$7.2M———
Manning & Napier Advisors LLC
N/A—90,877-90,877-100%$7.1M———
CI Investments Inc.
N/A—89,379-89,379-100%$7.0M———
Polar Capital Holdings Plc
N/A—85,154-85,154-100%$6.6M———
AXA S.A.
N/A—83,339-83,339-100%$6.5M———
LGT Fund Management Co Ltd.
N/A—83,135-83,135-100%$6.5M———
HSBC Holdings PLC
N/A—82,500-82,500-100%$6.4M———
Stamos Capital Partners, L.P.
N/A—82,011-82,011-100%$6.4M———
Focus Partners Wealth
N/A—81,392-81,392-100%$6.3M———
Longaeva Partners L.P.
N/A—79,932-79,932-100%$6.2M———
Fred Alger Management, LLC
N/A—79,903-79,903-100%$6.2M———
Graham Capital Management, L.P.
N/A—78,557-78,557-100%$6.1M———
Silvercrest Asset Management Group LLC
N/A—77,053-77,053-100%$6.0M———
Mercer Global Advisors Inc
N/A—76,916-76,916-100%$6.0M———
Voloridge Investment Management, LLC
N/A—76,315-76,315-100%$5.9M———
Aviso Financial Inc.
N/A—76,147-76,147-100%$5.9M———
Orion Porfolio Solutions, LLC
N/A—75,200-75,200-100%$5.8M———
Lowe Brockenbrough & Co Inc
N/A—75,008-75,008-100%$5.8M———
Callan Family Office, LLC
N/A—72,341-72,341-100%$5.6M———
Campbell & Co Investment Adviser LLC
N/A—72,194-72,194-100%$5.6M———
Morningstar Investment Management LLC
N/A—72,155-72,155-100%$6.6M———
SIH Partners, Lllp
N/A—71,790-71,790-100%$5.6M———
Ensign Peak Advisors, Inc
N/A—71,528-71,528-100%$5.6M———
Hudson Bay Capital Management LP
N/A—71,078-71,078-100%$5.5M———
Aventail Capital Group, LP
N/A—65,449-65,449-100%$5.1M———
Advisors Asset Management, Inc.
N/A—63,700-63,700-100%$5.0M———
Opal Capital LLC
N/A—63,599-63,599-100%$4.9M———
Tocqueville Asset Management L.P.
N/A—61,298-61,298-100%$4.8M———
Northwestern Mutual Wealth Management Co
N/A—57,186-57,186-100%$4.4M———
Benjamin Edwards Inc
N/A—54,522-54,522-100%$4.2M———
Osmosis Investment Management UK Ltd
N/A—53,886-53,886-100%$4.2M———
NewEdge Wealth, LLC
N/A—53,133-53,133-100%$4.1M———
Integrated Quantitative Investments LLC
N/A—53,098-53,098-100%$4.1M———
New York State Common Retirement Fund
N/A—53,098-53,098-100%$4.1M———
GTS Securities LLC
N/A—52,774-52,774-100%$4.1M———
Vestmark Advisory Solutions, Inc.
N/A—52,674-52,674-100%$4.1M———
Empowered Funds, LLC
N/A—49,834-49,834-100%$3.9M———
Savant Capital, LLC
N/A—47,531-47,531-100%$4.0M———
NewEdge Advisors, LLC
N/A—47,262-47,262-100%$3.7M———
Summit Financial, LLC
N/A—46,893-46,893-100%$3.6M———
Pathstone Holdings, LLC
N/A—46,469-46,469-100%$3.6M———
Pinnacle Financial Partners, Inc.
N/A—44,950-44,950-100%$3.5M———
D. E. Shaw & Co., Inc.
N/A—44,738-44,738-100%$3.5M———
Baird Financial Group, Inc.
N/A—44,627-44,627-100%$3.5M———
Cloverfields Capital Group, LP
N/A—44,235-44,235-100%$3.4M———
Walleye Capital LLC
N/A—43,814-43,814-100%$3.4M———
Greenline Partners, LLC
N/A—43,700-43,700-100%$3.4M———
Private Advisor Group, LLC
N/A—39,011-39,011-100%$3.0M———
Vident Advisory, LLC
N/A—38,881-38,881-100%$3.0M———
Intrust Bank NA
N/A—38,655-38,655-100%$3.0M———
UBS Asset Management Americas LLC
N/A—38,495-38,495-100%$3.0M———
Hantz Financial Services, Inc.
N/A—38,392-38,392-100%$3.0K———
Dixon Mitchell Investment Counsel Inc.
N/A—38,000-38,000-100%$3.0M———
IEQ Capital, LLC
N/A—37,977-37,977-100%$3.0M———
Beacon Pointe Advisors, LLC
N/A—37,330-37,330-100%$2.9M———
Tower Research Capital LLC (TRC)
N/A—36,686-36,686-100%$2.9M———
BNP Paribas Financial Markets
N/A—35,220-35,220-100%$2.7M———
Rhumbline Advisers
N/A—33,966-33,966-100%$2.6M———
Caprock Group, LLC
N/A—32,492-32,492-100%$2.5M———
Sequoia Financial Advisors, LLC
N/A—29,900-29,900-100%$2.3M———
Guggenheim Capital LLC
N/A—28,477-28,477-100%$2.2M———
Envestnet Portfolio Solutions, Inc.
N/A—27,608-27,608-100%$2.1M———
LSV Asset Management
N/A—27,100-27,100-100%$2.1K———
Steward Partners Investment Advisory, LLC
N/A—26,369-26,369-100%$2.1M———
Point72 Asset Management, L.P.
N/A—25,905-25,905-100%$2.0M———
Harvest Portfolios Group Inc.
N/A—25,874-25,874-100%$2.0M———
Intellectus Partners, LLC
N/A—25,103-25,103-100%$2.0M———
AE Wealth Management LLC
N/A—24,862-24,862-100%$1.9M———
Arax Advisory Partners
N/A—24,302-24,302-100%$1.9M———
Federation des caisses Desjardins du Quebec
N/A—24,214-24,214-100%$1.9M———
Wealth Alliance, LLC
N/A—23,469-23,469-100%$1.8M———
Hudson Portfolio Management LLC
N/A—22,888-22,888-100%$1.8M———
Summit Trail Advisors, LLC
N/A—22,691-22,691-100%$1.8M———
Snowden Capital Advisors LLC
N/A—21,945-21,945-100%$1.7M———
Moors & Cabot, Inc.
N/A—21,829-21,829-100%$1.7M———
Waverly Advisors, LLC
N/A—21,009-21,009-100%$1.6M———
Dockside LLC
N/A—20,850-20,850-100%$1.6M———
Integrated Wealth Concepts LLC
N/A—20,714-20,714-100%$1.6M———
Hurricane Capital Advisors LLC
N/A—20,509-20,509-100%$1.6M———
Stratos Wealth Partners, Ltd.
N/A—20,283-20,283-100%$1.6M———
Arkadios Wealth Advisors
N/A—20,226-20,226-100%$1.6M———
Dynasty Wealth Management, LLC
N/A—19,618-19,618-100%$1.5M———
denkapparat Operations GmbH
N/A—19,268-19,268-100%$1.5M———
Marco Investment Management LLC
N/A—19,010-19,010-100%$1.5M———
Group One Trading LLC
N/A—18,909-18,909-100%$1.5M———
Reyl & Cie S.A.
N/A—18,795-18,795-100%$1.8M———
Peapack Gladstone Financial Corp
N/A—18,669-18,669-100%$1.5K———
PCM Encore, LLC
N/A—18,659-18,659-100%$1.5M———
Picton Mahoney Asset Management
N/A—18,600-18,600-100%$1.4M———
Vela Investment Management, LLC
N/A—18,000-18,000-100%$1.4M———
United Capital Financial Advisors, LLC
N/A—17,999-17,999-100%$1.4M———
Stephens Inc
N/A—17,753-17,753-100%$1.4M———
Kingsview Wealth Management, LLC
N/A—17,299-17,299-100%$1.3M———
Hancock Whitney Corp
N/A—17,256-17,256-100%$1.3M———
NatWest Group plc
N/A—17,251-17,251-100%$1.3M———
WCG Wealth Advisors LLC
N/A—17,105-17,105-100%$1.3M———
Mork Capital Management, LLC
N/A—16,690-16,690-100%$1.3M———
Glenmede Trust Co NA
N/A—16,465-16,465-100%$1.3M———
Global Retirement Partners, LLC
N/A—16,452-16,452-100%$1.3M———
Checchi Capital Advisers, LLC
N/A—16,027-16,027-100%$1.2M———
BNP Paribas
N/A—16,000-16,000-100%$1.2M———
Mayflower Financial Advisors, LLC
N/A—15,862-15,862-100%$1.2M———
Qtron Investments LLC
N/A—15,825-15,825-100%$1.2M———
Recurrent Investment Advisors LLC
N/A—15,824-15,824-100%$1.1M———
Advisory Services Network, LLC
N/A—15,728-15,728-100%$1.2M———
Fiduciary Trust Co
N/A—15,689-15,689-100%$1.2M———
Foster & Motley Inc
N/A—15,447-15,447-100%$1.2K———
Westwood Holdings Group Inc
N/A—15,395-15,395-100%$1.2M———
AlTi Global, Inc.
N/A—15,384-15,384-100%$1.2M———
Roehl & Yi Investment Advisors, LLC
N/A—15,177-15,177-100%$1.2M———
Marex Group Ltd
N/A—14,418-14,418-100%$1.1M———
Ballentine Partners, LLC
N/A—14,220-14,220-100%$1.1M———
Strategic Investment Advisors / MI
N/A—14,162-14,162-100%$1.1M———
Saranac Partners Ltd
N/A—14,009-14,009-100%$1.1M———
AssuredPartners Investment Advisors, LLC
N/A—13,879-13,879-100%$1.1M———
Clearstead Advisors, LLC
N/A—13,491-13,491-100%$1.0M———
Smartleaf Asset Management LLC
N/A—13,364-13,364-100%$1.0M———
TCW Group Inc
N/A—13,351-13,351-100%$1.0M———
Merit Financial Group, LLC
N/A—13,303-13,303-100%$1.0M———
Chesapeake Capital Corp
N/A—12,893-12,893-100%$1.0M———
17 Capital Partners, LLC
N/A—12,721-12,721-100%$989.2K———
Independent Advisor Alliance
N/A—12,545-12,545-100%$975.5K———
Capital Research Global Investors
N/A—12,496-12,496-100%$970.8K———
Phillips Wealth Planners LLC
N/A—12,402-12,402-100%$966.9K———
Altshuler Shaham Ltd
N/A—12,323-12,323-100%$959.8K———
Headinvest, LLC
N/A—12,000-12,000-100%$933.1K———
Capital Financial Group Inc\co\
N/A—11,904-11,904-100%$925.7K———
Aptus Capital Advisors, LLC
N/A—11,589-11,589-100%$909.5K———
Principal Securities, Inc.
N/A—11,568-11,568-100%$899.5K———
Walleye Trading LLC
N/A—11,439-11,439-100%$889.5K———
Flputnam Investment Management Co
N/A—11,242-11,242-100%$874.2K———
Dorsey & Whitney Trust Co LLC
N/A—11,224-11,224-100%$872.8K———
GeoWealth Management, LLC
N/A—10,998-10,998-100%$855.2K———
Hartford Funds Management Co LLC
N/A—10,638-10,638-100%$826.6K———
Park Place Capital Corp
N/A—10,487-10,487-100%$815.5K———
Hilltop Holdings Inc.
N/A—10,392-10,392-100%$807.9K———
EP Wealth Advisors, LLC
N/A—10,070-10,070-100%$783.0K———
World Investment Advisors
N/A—9,675-9,675-100%$849.7K———
Rehmann Capital Advisory Group
N/A—9,495-9,495-100%$736.4K———
Brown Advisory Inc
N/A—9,359-9,359-100%$727.8K———
Equitable Holdings, Inc.
N/A—9,262-9,262-100%$720.2K———
Balyasny Asset Management L.P.
N/A—9,212-9,212-100%$716.3K———
Lester Murray Antman dba SimplyRich
N/A—9,161-9,161-100%$712———
MAI Capital Management
N/A—8,994-8,994-100%$699.8K———
Legacy Capital Group California, Inc.
N/A—8,862-8,862-100%$689.1K———
Advyzon Investment Management, LLC
N/A—8,595-8,595-100%$668.3K———
Syon Capital LLC
N/A—8,237-8,237-100%$640.5K———
Centiva Capital, LP
N/A—8,169-8,169-100%$635.2K———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—8,124-8,124-100%$629.7K———
Kintra Wealth, LLC
N/A—8,008-8,008-100%$697.1K———
Legacy Financial Advisors, Inc.
N/A—8,003-8,003-100%$622.3K———
Transamerica Financial Advisors, LLC
N/A—7,620-7,620-100%$596.3K———
Ameritas Advisory Services, LLC
N/A—7,498-7,498-100%$583.0K———
Argent Trust Co
N/A—7,104-7,104-100%$552.4K———
Calydon Capital
N/A—6,897-6,897-100%$536.3K———
IHT Wealth Management, LLC
N/A—6,869-6,869-100%$534.2K———
Bessemer Group Inc
N/A—6,762-6,762-100%$525———
Frec Markets, Inc.
N/A—6,691-6,691-100%$520.3K———
Mutual Advisors, LLC
N/A—6,655-6,655-100%$517.5K———
Elequin Capital, LP
N/A—6,611-6,611-100%$514.1K———
Hardy Reed LLC
N/A—6,566-6,566-100%$510.6K———
Douglass Winthrop Advisors, LLC
N/A—6,522-6,522-100%$507.2K———
Coldstream Capital Management Inc
N/A—6,360-6,360-100%$494.6K———
Alvarez & Marsal Private Wealth Partners, LLC
N/A—6,321-6,321-100%$491.5K———
Harbour Investment Management LLC
N/A—6,209-6,209-100%$488.8K———
Allworth Financial LP
N/A—6,134-6,134-100%$477.0K———
Foundations Investment Advisors, LLC
N/A—6,047-6,047-100%$470.2K———
Insigneo Advisory Services, LLC
N/A—6,016-6,016-100%$467.9K———
British Columbia Investment Management Corp
N/A—5,569-5,569-100%$432.7K———
HBK Sorce Advisory LLC
N/A—5,344-5,344-100%$452.9K———
Composition Wealth, LLC
N/A—5,330-5,330-100%$414.5K———
Drive Wealth Management, LLC
N/A—5,279-5,279-100%$410.5K———
Scotia Capital Inc.
N/A—5,216-5,216-100%$405.6K———
Cahill Financial Advisors Inc
N/A—5,176-5,176-100%$402.5K———
Drucker Wealth 3.0, LLC
N/A—5,106-5,106-100%$397.1K———
Earned Wealth Advisors, LLC
N/A—5,092-5,092-100%$396.0K———
Bearing Point Capital, LLC
N/A—5,000-5,000-100%$388.8K———
Firsthand Capital Management, Inc.
N/A—5,000-5,000-100%$388.8K———
Somerville Kurt F
N/A—4,900-4,900-100%$381.0K———
one8zero8, LLC
N/A—4,800-4,800-100%$373.2K———
Fidelis Capital Partners, LLC
N/A—4,700-4,700-100%$365.5K———
Atlantic Family Wealth, LLC
N/A—4,569-4,569-100%$355.3K———
Modern Wealth Management, LLC
N/A—4,558-4,558-100%$354.4K———
Gotham Asset Management, LLC
N/A—4,506-4,506-100%$350.4K———
Family Manage LLC
N/A—4,427-4,427-100%$344.3K———
Symphony Financial Services, Inc.
N/A—4,393-4,393-100%$341.6K———
Cetera Trust Company, N.a
N/A—4,340-4,340-100%$337.5K———
PFG Investments, LLC
N/A—4,285-4,285-100%$333.2K———
Monetary Management Group Inc
N/A—4,250-4,250-100%$330.5K———
Prosperity Consulting Group, LLC
N/A—4,230-4,230-100%$328.9K———
Capital Investment Management, Inc.
N/A—4,129-4,129-100%$321.1K———
Vantus Wealth LLC
N/A—4,080-4,080-100%$317.3K———
Atlas Legacy Advisors, LLC
N/A—4,039-4,039-100%$304.9K———
FCA Corp
N/A—4,000-4,000-100%$311.0K———
OneAscent Financial Services LLC
N/A—3,987-3,987-100%$310.0K———
Cary Street Partners Financial LLC
N/A—3,981-3,981-100%$309.6K———
Personal CFO Solutions, LLC
N/A—3,946-3,946-100%$310.7K———
City National Bank of Florida
N/A—3,936-3,936-100%$306.1K———
Basecamp Wealth Advisors LLC
N/A—3,922-3,922-100%$305.0K———
Moneta Group Investment Advisors LLC
N/A—3,903-3,903-100%$303.5K———
CVA Family Office, LLC
N/A—3,716-3,716-100%$289.0K———
UMB Bank, n.a.
N/A—3,705-3,705-100%$288.1K———
Naviter Wealth, LLC
N/A—3,691-3,691-100%$290.6K———
Purkiss Capital Advisors LLC
N/A—3,674-3,674-100%$285.7K———
BFC Planning, Inc.
N/A—3,642-3,642-100%$283.2K———
RiverFront Investment Group, LLC
N/A—3,623-3,623-100%$281.7K———
Kovack Advisors, Inc.
N/A—3,594-3,594-100%$270.7K———
HFG Advisors, Inc.
N/A—3,570-3,570-100%$277.6K———
Bruce G. Allen Investments, LLC
N/A—3,548-3,548-100%$275.9K———
Tower Wealth Partners, Inc.
N/A—3,497-3,497-100%$271.9K———
Savvy Advisors, Inc.
N/A—3,487-3,487-100%$271.2K———
Faithward Advisors, LLC
N/A—3,418-3,418-100%$265.8K———
Commerce Bank
N/A—3,375-3,375-100%$262.4K———
Texas Capital Bank Wealth Management Services Inc
N/A—3,354-3,354-100%$260.8K———
Diversified Trust Co
N/A—3,353-3,353-100%$260.7K———
Focus Partners Advisor Solutions, LLC
N/A—3,322-3,322-100%$258.4K———
CreativeOne Wealth, LLC
N/A—3,302-3,302-100%$256.8K———
Berkshire Asset Management LLC
N/A—3,283-3,283-100%$255.3K———
Pure Financial Advisors, LLC
N/A—3,235-3,235-100%$251.6K———
New Republic Capital, LLC
N/A—3,232-3,232-100%$254.5K———
Western Wealth Management, LLC
N/A—3,206-3,206-100%$249.3K———
Phoenix Financial Ltd.
N/A—3,159-3,159-100%$244.6K———
SG Americas Securities, LLC
N/A—3,154-3,154-100%$245———
Fortune Financial Advisors, LLC
N/A—3,145-3,145-100%$244.6K———
Bollard Group LLC
N/A—3,139-3,139-100%$244———
Silver OAK Securities, Incorporated
N/A—3,115-3,115-100%$242.2K———
Essex Financial Services, Inc.
N/A—3,047-3,047-100%$236.9K———
Baldwin Investment Management, LLC
N/A—2,990-2,990-100%$232.5K———
Choate Investment Advisors
N/A—2,981-2,981-100%$231.8K———
Perennial Investment Advisors, LLC
N/A—2,914-2,914-100%$226.6K———
Harbour Investments, Inc.
N/A—2,904-2,904-100%$225.8K———
OneDigital Investment Advisors LLC
N/A—2,896-2,896-100%$225.2K———
Wrapmanager Inc
N/A—2,804-2,804-100%$218.0K———
King Wealth Management Group
N/A—2,770-2,770-100%$215———
Gateway Wealth Partners, LLC
N/A—2,761-2,761-100%$214.7K———
Wealthspire Advisors, LLC
N/A—2,712-2,712-100%$210.9K———
Thompson David Blair
N/A—2,700-2,700-100%$210.0K———
Advisors Capital Management, LLC
N/A—2,686-2,686-100%$208.9K———
Belpointe Asset Management LLC
N/A—2,673-2,673-100%$207.9K———
Johnson Investment Counsel Inc
N/A—2,669-2,669-100%$207.6K———
Nwam LLC
N/A—2,666-2,666-100%$207.3K———
Cresset Asset Management, LLC
N/A—2,641-2,641-100%$205.4K———
Medallion Wealth Advisors, LLC
N/A—2,592-2,592-100%$201.6K———
Cozad Asset Management Inc
N/A—2,588-2,588-100%$201.3K———
LRI Investments, LLC
N/A—2,586-2,586-100%$201.0K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—2,372-2,372-100%$184.4K———
Cary Street Partners Investment Advisory LLC
N/A—2,291-2,291-100%$178.1K———
Capital Analysts, LLC
N/A—2,236-2,236-100%$174———
Centaurus Financial, Inc.
N/A—2,067-2,067-100%$161———
Bartlett & Co. Wealth Management LLC
N/A—1,978-1,978-100%$155.7K———
Brown Brothers Harriman & Co
N/A—1,837-1,837-100%$142.8K———
Corsicana & Co.
N/A—1,757-1,757-100%$136.5K———
HM Payson & Co
N/A—1,530-1,530-100%$119.0K———
Rothschild Investment LLC
N/A—1,479-1,479-100%$115.0K———
Truvestments Capital LLC
N/A—1,351-1,351-100%$105.1K———
South Dakota Investment Council
N/A—1,225-1,225-100%$95———
Private Wealth Asset Management, LLC
N/A—1,212-1,212-100%$94.2K———
Alerus Financial NA
N/A—1,005-1,005-100%$78.1K———
Peak6 LLC
N/A—996-996-100%$77.4K———
Virtus Advisers, LLC
N/A—993-993-100%$67.6K———
Anchor Investment Management, LLC
N/A—942-942-100%$73.3K———
Smithfield Trust Co
N/A—916-916-100%$71———
Westfuller Advisors, LLC
N/A—856-856-100%$66.6K———
Raelipskie Partnership
N/A—800-800-100%$62.2K———
McMillan Office, Inc.
N/A—779-779-100%$60.6K———
Brentview Investment Management LLC
N/A—693-693-100%$53.9K———
SHP Wealth Management
N/A—680-680-100%$52.9K———
Parvin Asset Management, LLC
N/A—675-675-100%$52.5K———
Aventura Private Wealth, LLC
N/A—661-661-100%$51.4K———
Wellington-Altus USA Inc.
N/A—624-624-100%$56.8K———
Colonial Trust Advisors
N/A—608-608-100%$47.3K———
IFG Advisory, LLC
N/A—607-607-100%$47.2K———
Atlantic Union Bankshares Corp
N/A—600-600-100%$46.7K———
Bernard Wealth Management Corp.
N/A—582-582-100%$45.3K———
Ameriflex Group, Inc.
N/A—572-572-100%$44.5K———
Healthcare of Ontario Pension Plan Trust Fund
N/A—553-553-100%$43.0K———
Hollencrest Capital Management
N/A—503-503-100%$39.1K———
Avalon Trust Co
N/A—500-500-100%$38.9K———
Cornerstone Financial Management LLC
N/A—486-486-100%$37.8K———
Atlas Capital Advisors Inc.
N/A—483-483-100%$37.6K———
Dunhill Financial, LLC
N/A—467-467-100%$36.3K———
Evolution Advisers, Inc.
N/A—424-424-100%$32———
GW&K Investment Management, LLC
N/A—413-413-100%$32———
PIN OAK Investment Advisors Inc
N/A—381-381-100%$30———
Addison Advisors LLC
N/A—350-350-100%$27.2K———
Richard W. Paul & Associates, LLC
N/A—347-347-100%$27.0K———
TD Capital Management LLC
N/A—334-334-100%$26.0K———
Colonial Trust Co / SC
N/A—333-333-100%$25.9K———
Keating Financial Advisory Services, Inc.
N/A—331-331-100%$25.7K———
ST Germain D J Co Inc
N/A—303-303-100%$23.6K———
Westerkirk Capital Inc.
N/A—300-300-100%$23.3K———
Continuum Advisory, LLC
N/A—280-280-100%$21.8K———
Security National Bank of SO DAK
N/A—270-270-100%$21.0K———
Boyd Watterson Asset Management LLC
N/A—266-266-100%$20.7K———
Fiduciary Financial Advisors
N/A—252-252-100%$19.6K———
WealthCollab, LLC
N/A—242-242-100%$18.8K———
Baillie Gifford & Co
N/A—213-213-100%$16.6K———
Ancora Advisors LLCA
N/A—212-212-100%$16.5K———
Pingora Partners LLC
N/A—209-209-100%$16.3K———
Fourth Dimension Wealth, LLC
N/A—200-200-100%$15.6K———
Kilter Group LLC
N/A—194-194-100%$15.1K———
JPL Wealth Management, LLC
N/A—175-175-100%$13.6K———
SouthState Bank Corp
N/A—173-173-100%$13.4K———
Mufg Securities Emea plc
N/A—162-162-100%$12.6K———
Millstone Evans Group, LLC
N/A—154-154-100%$12.0K———
Boreal Capital Management LLC
N/A—118-118-100%$9.3K———
Caldwell Sutter Capital, Inc.
N/A—111-111-100%$8.6K———
Strategic Investment Solutions, Inc.
N/A—100-100-100%$7.8K———
Winch Advisory Services, LLC
N/A—96-96-100%$7.5K———
Steigerwald, Gordon & Koch Inc.
N/A—94-94-100%$7.3K———
Coston, McIsaac & Partners
N/A—94-94-100%$7———
Bogart Wealth, LLC
N/A—91-91-100%$7.1K———
Vanguard National Trust Co
N/A—86-86-100%$6.7K———
Nova Wealth Management, Inc.
N/A—73-73-100%$5.7K———
Benson Wealth Management Inc
N/A—69-69-100%$5.4K———
Mpwm Advisory Solutions, LLC
N/A—69-69-100%$5.4K———
Delta Asset Management LLC
N/A—66-66-100%$5.1K———
Synergy Investment Management, LLC
N/A—52-52-100%$4.5K———
Chesapeake Asset Management LLC
N/A—51-51-100%$4.0K———
IMA Advisory Services, Inc.
N/A—51-51-100%$4.0K———
Nalls Sherbakoff Group, LLC
N/A—50-50-100%$3.9K———
Raffa Wealth Management, LLC
N/A—50-50-100%$3.9K———
Darwin Wealth Management, LLC
N/A—50-50-100%$3.9K———
Quent Capital, LLC
N/A—45-45-100%$3.5K———
Crewe Advisors LLC
N/A—39-39-100%$3.0K———
MidFirst Bank
N/A—32-32-100%$2.5K———
Investment Counsel Co of Nevada
N/A—27-27-100%$2.1K———
Copia Wealth Management
N/A—26-26-100%$2.0K———
Highland Investment Advisors LLC
N/A—23-23-100%$1.8K———
Swan Capital LLC
N/A—21-21-100%$1.6K———
Dogwood Wealth Management LLC
N/A—17-17-100%$1.3K———
Marshall Investment Management, LLC
N/A—13-13-100%$1.0K———
Purpose Unlimited Inc.
N/A—13-13-100%$1.0K———
Strategic Wealth Partners, Ltd.
N/A—13-13-100%$1.0K———
Financial Gravity Companies, Inc.
N/A—3-3-100%$233———
Godfrey Financial Associates, Inc.
N/A—3-3-100%$233———
Game Plan Financial Advisors, LLC
N/A—2-2-100%$156———
Nomura Asset Management Co LTD
N/A—00—$0———
Showing 1068 of 1068 institutions