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Astrazeneca PLC (AZN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Amundi
INCREASED
Shares17,121,350 from 16,422,784
Change+698,566 (+4%)
Value$2.8B (-$349.5M)
Filed 2026-11-06
Mirabaud Asset Management Ltd
INCREASED
Shares12,474,000 from 12,669
Change+12,461,331 (+98361%)
Value$2.1M (-$350.8K)
Filed 2026-11-09
Fisher Asset Management, LLC
INCREASED
Shares11,501,748 from 11,146,292
Change+355,456 (+3%)
Value$1.9B (-$256.4M)
Filed 2026-11-06
Deutsche Bank Ag\
DECREASED
Shares11,101,481 from 12,640,672
Change-1,539,191 (-12%)
Value$1.8B (-$604.4M)
Filed 2026-11-06
Barclays PLC
INCREASED
Shares9,549,739 from 6,592,403
Change+2,957,336 (+45%)
Value$1.5B (+$291.9M)
Filed 2026-11-06
Bank of New York Mellon Corp
INCREASED
Shares7,163,271 from 6,753,962
Change+409,309 (+6%)
Value$1.2B (-$124.0M)
Filed 2026-11-05
Sanders Capital, LLC
INCREASED
Shares6,989,827 from 6,986,830
Change+2,997 (+0%)
Value$1.1B (-$196.2M)
Filed 2026-11-02
SEB Asset Management AB
INCREASED
Shares6,832,972 from 5,736,648
Change+1,096,324 (+19%)
Value$1.1B (+$40.5M)
Filed 2026-11-04
LBP AM SA
NEW
Shares5,291,048
Change+5,291,048
Value$863.2M
Filed 2026-11-06
M&G Plc
INCREASED
Shares5,125,209 from 4,482,712
Change+642,497 (+14%)
Value$801.7M (-$36.5M)
Filed 2026-11-04
Citigroup Inc
DECREASED
Shares4,881,144 from 4,895,753
Change-14,609 (0%)
Value$796.3M (-$119.9M)
Filed 2026-11-04
Bank of Montreal
INCREASED
Shares3,054,728 from 2,359,807
Change+694,921 (+29%)
Value$497.6M (+$56.3M)
Filed 2026-11-09
Dimensional Fund Advisors LP
INCREASED
Shares2,906,981 from 2,904,886
Change+2,095 (+0%)
Value$469.7M (-$81.3M)
Filed 2026-11-04
Parnassus Investments, LLC
INCREASED
Shares2,764,848 from 629,158
Change+2,135,690 (+339%)
Value$446.4M (+$327.1M)
Filed 2026-10-22
Lansforsakringar Fondforvaltning AB (publ)
INCREASED
Shares2,759,360 from 2,523,337
Change+236,023 (+9%)
Value$451.2M (-$22.5M)
Filed 2026-11-09
Pictet Asset Management Holding SA
DECREASED
Shares2,672,883 from 2,937,510
Change-264,627 (-9%)
Value$439.2M (-$111.1M)
Filed 2026-11-03
Assenagon Asset Management S.A.
INCREASED
Shares2,660,409 from 1,352,177
Change+1,308,232 (+97%)
Value$429.8M (+$173.8M)
Filed 2026-10-15
Swedbank AB
INCREASED
Shares2,270,270 from 2,241,677
Change+28,593 (+1%)
Value$366.6M (-$58.5M)
Filed 2026-10-27
Acadian Asset Management LLC
DECREASED
Shares2,165,986 from 2,262,369
Change-96,383 (-4%)
Value$351.4K (-$75.2K)
Filed 2026-11-09
Border to Coast Pensions Partnership Ltd
INCREASED
Shares2,064,415 from 1,932,961
Change+131,454 (+7%)
Value$336.3K (-$25.2K)
Filed 2026-10-09
Russell Investments Group, Ltd.
INCREASED
Shares2,052,004 from 2,033,587
Change+18,417 (+1%)
Value$334.1M (-$48.2M)
Filed 2026-11-06
Aegon Asset Management UK PLC
INCREASED
Shares1,947,801 from 1,905,111
Change+42,690 (+2%)
Value$317.8M (-$38.8M)
Filed 2026-11-04
Bank Julius Baer & Co. Ltd, Zurich
DECREASED
Shares1,929,102 from 1,949,007
Change-19,905 (-1%)
Value$314.4M (-$53.0M)
Filed 2026-10-29
MacKenzie Financial Corp
DECREASED
Shares1,249,172 from 1,328,471
Change-79,299 (-6%)
Value$202.9M (+$122.4M)
Filed 2026-11-02
Artemis Investment Management LLP
DECREASED
Shares1,165,929 from 1,279,269
Change-113,340 (-9%)
Value$189.9M (-$49.3M)
Filed 2026-10-08
Squarepoint Ops LLC
NEW
Shares1,161,691
Change+1,161,691
Value$187.6M
Filed 2026-11-09
Temasek Holdings (Private) Ltd
INCREASED
Shares982,928 from 554,410
Change+428,518 (+77%)
Value$160.3M (+$56.8M)
Filed 2026-10-28
Generali Asset Management SPA SGR
INCREASED
Shares848,365 from 804,933
Change+43,432 (+5%)
Value$104.2M (-$9.3M)
Filed 2026-10-26
ASR Vermogensbeheer N.V.
DECREASED
Shares834,208 from 862,996
Change-28,788 (-3%)
Value$136.1M (-$25.4M)
Filed 2026-10-16
LPL Financial LLC
DECREASED
Shares596,172 from 646,000
Change-49,828 (-8%)
Value$96.3M (-$26.2M)
Filed 2026-11-06
William Blair Investment Management, LLC
DECREASED
Shares557,483 from 1,514,795
Change-957,312 (-63%)
Value$90.8M (-$192.4M)
Filed 2026-11-06
Principal Financial Group Inc
DECREASED
Shares520,543 from 541,187
Change-20,644 (-4%)
Value$84.1M (-$18.5M)
Filed 2026-11-02
Vontobel Holding Ltd.
INCREASED
Shares439,578 from 346,381
Change+93,197 (+27%)
Value$71.6M (+$6.8M)
Filed 2026-10-16
ZWJ Investment Counsel Inc
INCREASED
Shares422,910 from 395,978
Change+26,932 (+7%)
Value$68.3M (-$6.8M)
Filed 2026-10-15
Allspring Global Investments Holdings, LLC
DECREASED
Shares415,667 from 818,235
Change-402,568 (-49%)
Value$65.8M (-$84.8M)
Filed 2026-11-04
Nicholas Company, Inc.
DECREASED
Shares410,168 from 410,378
Change-210 (0%)
Value$66.2M (-$11.6M)
Filed 2026-11-05
Compagnie Lombard Odier SCmA
INCREASED
Shares400,366 from 395,004
Change+5,362 (+1%)
Value$65.3M (-$8.6M)
Filed 2026-11-04
Migdal Insurance & Financial Holdings Ltd.
DECREASED
Shares370,000 from 676,000
Change-306,000 (-45%)
Value$59.7M (-$67.9M)
Filed 2026-11-09
Woodley Farra Manion Portfolio Management Inc
DECREASED
Shares368,286 from 369,477
Change-1,191 (0%)
Value$59.5M (-$10.6M)
Filed 2026-11-05
Banque Pictet & CIE SA
INCREASED
Shares350,235 from 186,686
Change+163,549 (+88%)
Value$57.1M (+$22.2M)
Filed 2026-10-16
Jefferies Financial Group Inc.
INCREASED
Shares337,370 from 186,676
Change+150,694 (+81%)
Value$54.6M (+$19.7M)
Filed 2026-11-05
Aberdeen Group plc
DECREASED
Shares320,360 from 327,978
Change-7,618 (-2%)
Value$51.7M (-$10.5M)
Filed 2026-11-06
Ninety One UK Ltd
DECREASED
Shares290,212 from 1,518,013
Change-1,227,801 (-81%)
Value$47.3M (-$236.7M)
Filed 2026-10-15
Thrivent Financial for Lutherans
DECREASED
Shares275,600 from 282,337
Change-6,737 (-2%)
Value$44.8K (-$8.2K)
Filed 2026-11-05
Bank Pictet & Cie (Europe) AG
INCREASED
Shares273,514 from 22,759
Change+250,755 (+1102%)
Value$44.6M (+$40.4M)
Filed 2026-10-20
Vaughan David Investments LLC
INCREASED
Shares271,386 from 261,536
Change+9,850 (+4%)
Value$43.8K (-$5.8K)
Filed 2026-11-05
Creative Planning
INCREASED
Shares248,300 from 230,951
Change+17,349 (+8%)
Value$40.1M (-$3.7M)
Filed 2026-11-02
Oslo Pensjonsforsikring AS
UNCHANGED
Shares226,997 from 226,997
Change0 (0%)
Value$37.1M (-$5.5M)
Filed 2026-10-15
Cidel Asset Management Inc
DECREASED
Shares213,538 from 234,663
Change-21,125 (-9%)
Value$34.5M (-$10.0M)
Filed 2026-10-29
Crestwood Advisors Group, LLC
DECREASED
Shares212,785 from 224,312
Change-11,527 (-5%)
Value$34.4M (-$8.2M)
Filed 2026-10-27
Truist Financial Corp
DECREASED
Shares212,113 from 797,497
Change-585,384 (-73%)
Value$34.2M (-$117.0M)
Filed 2026-10-30
Trillium Asset Management, LLC
DECREASED
Shares203,221 from 208,971
Change-5,750 (-3%)
Value$32.8M (-$6.7M)
Filed 2026-11-09
Chilton Capital Management LLC
DECREASED
Shares201,094 from 201,189
Change-95 (0%)
Value$32.5M (-$5.7M)
Filed 2026-10-28
Pictet North America Advisors SA
DECREASED
Shares191,962 from 218,800
Change-26,838 (-12%)
Value$31.3M (-$9.6M)
Filed 2026-10-21
Channing Global Advisors, LLC
INCREASED
Shares190,373 from 181,599
Change+8,774 (+5%)
Value$31.0M (-$3.0M)
Filed 2026-11-03
Professional Advisory Services Inc
INCREASED
Shares181,963 from 161,624
Change+20,339 (+13%)
Value$29.7K (-$562)
Filed 2026-10-08
Achmea Investment Management B.V.
DECREASED
Shares177,849 from 313,557
Change-135,708 (-43%)
Value$29.0M (+$29.0M)
Filed 2026-10-30
Montrusco Bolton Investments Inc.
DECREASED
Shares176,054 from 218,063
Change-42,009 (-19%)
Value$28.7M (-$12.1M)
Filed 2026-10-13
Assetmark, Inc
DECREASED
Shares175,265 from 192,721
Change-17,456 (-9%)
Value$28.3M (-$8.2M)
Filed 2026-10-21
Maryland State Retirement & Pension System
INCREASED
Shares173,480 from 171,841
Change+1,639 (+1%)
Value$28.3M (-$3.9M)
Filed 2026-11-05
Sycomore Asset Management
UNCHANGED
Shares163,871 from 163,871
Change0 (0%)
Value$30.4K (-$280)
Filed 2026-10-26
Kornitzer Capital Management Inc
INCREASED
Shares155,418 from 148,906
Change+6,512 (+4%)
Value$25.1M (-$3.1M)
Filed 2026-11-03
ABN Amro Investment Solutions
NEW
Shares142,391
Change+142,391
Value$23.0M
Filed 2026-10-21
TD Waterhouse Canada Inc.
INCREASED
Shares139,632 from 137,551
Change+2,081 (+2%)
Value$22.2M (-$3.2M)
Filed 2026-10-16
Mutual of America Capital Management LLC
DECREASED
Shares137,256 from 138,649
Change-1,393 (-1%)
Value$22.4M (-$3.6M)
Filed 2026-10-23
Gradient Investments LLC
INCREASED
Shares136,395 from 108,133
Change+28,262 (+26%)
Value$22.0M (+$1.5M)
Filed 2026-10-08
Intech Investment Management LLC
INCREASED
Shares134,037 from 117,825
Change+16,212 (+14%)
Value$21.9M (-$184.1K)
Filed 2026-11-09
PNC Financial Services Group, Inc.
DECREASED
Shares131,335 from 135,201
Change-3,866 (-3%)
Value$21.2M (-$4.4M)
Filed 2026-11-06
Cambiar Investors LLC
DECREASED
Shares128,997 from 129,899
Change-902 (-1%)
Value$20.8M (-$3.8M)
Filed 2026-11-04
Fiera Capital Corp
INCREASED
Shares128,315 from 124,873
Change+3,442 (+3%)
Value$20.7M (-$3.0M)
Filed 2026-11-06
JB Capital LLC
INCREASED
Shares116,375 from 115,025
Change+1,350 (+1%)
Value$18.8M (-$3.0M)
Filed 2026-10-19
Barings LLC
DECREASED
Shares115,143 from 126,110
Change-10,967 (-9%)
Value$18.8M (-$4.8M)
Filed 2026-10-22
US Bancorp \de\
DECREASED
Shares114,914 from 138,620
Change-23,706 (-17%)
Value$18.6M (-$7.7M)
Filed 2026-11-05
111 Capital
INCREASED
Shares114,875 from 112,973
Change+1,902 (+2%)
Value$18.7M (-$2.4M)
Filed 2026-11-03
Commonwealth Equity Services, LLC
INCREASED
Shares108,364 from 105,828
Change+2,536 (+2%)
Value$17.5M (-$2.6M)
Filed 2026-11-02
Davidson Investment Advisors
DECREASED
Shares106,918 from 108,676
Change-1,758 (-2%)
Value$17.3M (-$3.3M)
Filed 2026-10-20
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares99,711 from 97,722
Change+1,989 (+2%)
Value$15.2M (-$909.8K)
Filed 2026-10-13
J. Safra Sarasin Holding AG
DECREASED
Shares97,180 from 169,998
Change-72,818 (-43%)
Value$15.9M (-$16.0M)
Filed 2026-10-26
Community Trust & Investment Co
INCREASED
Shares92,882 from 91,081
Change+1,801 (+2%)
Value$15.0M (-$2.3M)
Filed 2026-10-15
Chesley Taft & Associates LLC
INCREASED
Shares91,361 from 81,276
Change+10,085 (+12%)
Value$14.8M (-$659.5K)
Filed 2026-10-13
NLB Skladi, upravljanje premozenja, d.o.o.
INCREASED
Shares88,807 from 81,023
Change+7,784 (+10%)
Value$14.3M (-$1.0M)
Filed 2026-10-22
Cullen T Bankers, Inc.
INCREASED
Shares86,150 from 84,701
Change+1,449 (+2%)
Value$13.9M (-$2.2M)
Filed 2026-10-28
OAK Family Advisors, LLC
INCREASED
Shares77,348 from 71,727
Change+5,621 (+8%)
Value$12.5M (-$1.1M)
Filed 2026-10-19
Savant Capital, LLC
INCREASED
Shares75,662 from 35,321
Change+40,341 (+114%)
Value$12.2M (+$6.4M)
Filed 2026-11-06
GAM Holding AG
DECREASED
Shares75,458 from 121,143
Change-45,685 (-38%)
Value$12.3M (-$10.4M)
Filed 2026-11-03
Bailard, Inc.
INCREASED
Shares74,666 from 70,691
Change+3,975 (+6%)
Value$12.1M (-$1.3M)
Filed 2026-10-13
Anchor Capital Advisors LLC
INCREASED
Shares73,143 from 49,828
Change+23,315 (+47%)
Value$11.8M (+$2.4M)
Filed 2026-11-05
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares72,669 from 68,967
Change+3,702 (+5%)
Value$11.8K (-$1.2K)
Filed 2026-11-02
Wesbanco Bank Inc
INCREASED
Shares71,837 from 68,209
Change+3,628 (+5%)
Value$11.6M (-$1.3M)
Filed 2026-11-04
Troy Asset Management Ltd
INCREASED
Shares70,966 from 52,367
Change+18,599 (+36%)
Value$8.7M (+$1.3M)
Filed 2026-10-28
Altrius Capital Management Inc
INCREASED
Shares68,573 from 57,997
Change+10,576 (+18%)
Value$11.1M (+$75.1K)
Filed 2026-11-05
Value Partners Investments Inc.
INCREASED
Shares68,251 from 58,251
Change+10,000 (+17%)
Value$11.1M (+$256.7K)
Filed 2026-10-19
Park National Corp
DECREASED
Shares67,214 from 71,820
Change-4,606 (-6%)
Value$10.9M (-$2.8M)
Filed 2026-10-05
Exane Asset Management
DECREASED
Shares66,503 from 109,781
Change-43,278 (-39%)
Value$9.3M (-$8.4M)
Filed 2026-10-22
Marathon Capital Management
INCREASED
Shares65,360 from 64,777
Change+583 (+1%)
Value$10.6M (-$1.7M)
Filed 2026-10-23
Ethic Inc.
INCREASED
Shares65,326 from 51,420
Change+13,906 (+27%)
Value$10.5M (+$797.9K)
Filed 2026-11-03
Ninety One North America, Inc.
DECREASED
Shares64,169 from 123,512
Change-59,343 (-48%)
Value$10.5M (-$12.6M)
Filed 2026-10-15
Smith Salley Wealth Management
INCREASED
Shares62,449 from 61,200
Change+1,249 (+2%)
Value$10.1M (-$1.5M)
Filed 2026-11-03
Atria Investments, Inc
DECREASED
Shares62,184 from 69,989
Change-7,805 (-11%)
Value$10.0M (-$3.2M)
Filed 2026-10-15
CIBC Asset Management Inc
DECREASED
Shares58,266 from 58,291
Change-25 (0%)
Value$9.4M (-$1.6M)
Filed 2026-11-05
Skba Capital Management LLC
INCREASED
Shares56,430 from 3,930
Change+52,500 (+1336%)
Value$9.1M (+$8.4M)
Filed 2026-11-09
Penobscot Investment Management Company, Inc.
DECREASED
Shares56,405 from 60,174
Change-3,769 (-6%)
Value$9.1M (-$2.3M)
Filed 2026-10-26
Oppenheimer Asset Management Inc.
DECREASED
Shares56,347 from 66,504
Change-10,157 (-15%)
Value$9.1M (-$3.5M)
Filed 2026-10-27
Prospera Financial Services Inc
DECREASED
Shares53,354 from 56,268
Change-2,914 (-5%)
Value$10.0M (-$711.4K)
Filed 2026-11-04
Kestra Advisory Services, LLC
INCREASED
Shares51,760 from 45,717
Change+6,043 (+13%)
Value$8.4M (-$311.1K)
Filed 2026-11-02
Lido Advisors, LLC
INCREASED
Shares48,390 from 41,103
Change+7,287 (+18%)
Value$7.8M (+$19.6K)
Filed 2026-11-04
SouthState Bank Corp
INCREASED
Shares48,205 from 39,753
Change+8,452 (+21%)
Value$7.8M (+$412.7K)
Filed 2026-11-09
Sava Infond d.o.o.
DECREASED
Shares47,840 from 70,580
Change-22,740 (-32%)
Value$7.8M (-$5.4M)
Filed 2026-10-28
Quadrant Capital Group LLC
DECREASED
Shares47,242 from 50,534
Change-3,292 (-7%)
Value$7.4M (-$2.2M)
Filed 2026-10-20
Boston Common Asset Management, LLC
INCREASED
Shares47,010 from 37,467
Change+9,543 (+25%)
Value$7.6M (+$486.2K)
Filed 2026-10-13
Azzad Asset Management Inc
INCREASED
Shares46,410 from 32,868
Change+13,542 (+41%)
Value$7.5M (+$1.3M)
Filed 2026-11-04
WealthPlan Investment Management, LLC
DECREASED
Shares42,593 from 42,598
Change-5 (0%)
Value$6.9M (-$1.2M)
Filed 2026-10-15
Nixon Peabody Trust Co
INCREASED
Shares42,458 from 42,186
Change+272 (+1%)
Value$6.9M (-$1.1M)
Filed 2026-10-23
Goelzer Investment Management, Inc.
DECREASED
Shares39,625 from 40,260
Change-635 (-2%)
Value$6.4M (-$1.2M)
Filed 2026-10-16
Simplex Trading, LLC
INCREASED
Shares39,390 from 6,963
Change+32,427 (+466%)
Value$6.4M (+$5.0M)
Filed 2026-11-04
Triglav Investments, D.O.O.
INCREASED
Shares39,088 from 38,280
Change+808 (+2%)
Value$6.3M (-$947.5K)
Filed 2026-11-06
Turtle Creek Wealth Advisors, LLC
DECREASED
Shares38,384 from 38,731
Change-347 (-1%)
Value$6.2M (-$1.1M)
Filed 2026-10-15
Jackson Square Capital, LLC
NEW
Shares38,184
Change+38,184
Value$6.2M
Filed 2026-10-19
Keybank National Association
DECREASED
Shares37,946 from 44,144
Change-6,198 (-14%)
Value$6.1M (-$2.2M)
Filed 2026-11-04
Ritholtz Wealth Management
INCREASED
Shares37,615 from 34,429
Change+3,186 (+9%)
Value$6.1M (-$454.6K)
Filed 2026-11-05
Rossmore Private Capital
DECREASED
Shares37,511 from 37,843
Change-332 (-1%)
Value$6.1M (-$962.5K)
Filed 2026-10-27
Orca Wealth Management, LLC
INCREASED
Shares37,436 from 34,716
Change+2,720 (+8%)
Value$6.0M (-$538.1K)
Filed 2026-10-14
Valicenti Advisory Services Inc
INCREASED
Shares36,839 from 34,485
Change+2,354 (+7%)
Value$5.9K (-$591)
Filed 2026-10-23
Eagle Global Advisors LLC
DECREASED
Shares36,766 from 37,609
Change-843 (-2%)
Value$5.9M (-$1.2M)
Filed 2026-11-02
Signaturefd, LLC
INCREASED
Shares36,720 from 35,536
Change+1,184 (+3%)
Value$5.9M (-$809.1K)
Filed 2026-10-23
Americana Partners, LLC
INCREASED
Shares36,520 from 34,739
Change+1,781 (+5%)
Value$5.9M (-$614.9K)
Filed 2026-10-28
Pinkerton Wealth, LLC
INCREASED
Shares35,873 from 34,253
Change+1,620 (+5%)
Value$5.8M (-$963.0K)
Filed 2026-10-29
Pittenger & Anderson Inc
INCREASED
Shares35,699 from 32,459
Change+3,240 (+10%)
Value$5.8M (-$390.6K)
Filed 2026-11-02
TrueMark Investments, LLC
INCREASED
Shares35,680 from 18,998
Change+16,682 (+88%)
Value$5.8M (+$2.2M)
Filed 2026-11-05
True Freedom Investing, LLC
INCREASED
Shares35,253 from 33,173
Change+2,080 (+6%)
Value$5.7M (-$850.1K)
Filed 2026-10-29
Fideuram Asset Management (Ireland) dac
DECREASED
Shares34,585 from 93,902
Change-59,317 (-63%)
Value$4.3M (-$8.7M)
Filed 2026-10-29
Allworth Financial LP
INCREASED
Shares33,413 from 8,091
Change+25,322 (+313%)
Value$6.3M (+$4.8M)
Filed 2026-11-06
Hendley & Co Inc
INCREASED
Shares33,378 from 32,405
Change+973 (+3%)
Value$5.4K (-$755)
Filed 2026-10-29
Advisortrust Partners, LLC
INCREASED
Shares33,282 from 28,284
Change+4,998 (+18%)
Value$5.4M (+$10.8K)
Filed 2026-11-02
Evergreen Capital Management LLC
INCREASED
Shares32,953 from 32,180
Change+773 (+2%)
Value$5.3M (-$781.1K)
Filed 2026-10-23
Wilmington Savings Fund Society, FSB
INCREASED
Shares32,945 from 32,878
Change+67 (+0%)
Value$5.3M (-$914.7K)
Filed 2026-10-23
HUB Investment Partners, LLC
DECREASED
Shares32,242 from 78,626
Change-46,384 (-59%)
Value$5.2M (-$9.7M)
Filed 2026-11-03
Oliver Luxxe Assets LLC
DECREASED
Shares32,124 from 45,272
Change-13,148 (-29%)
Value$5.2M (-$3.3M)
Filed 2026-10-14
Concurrent Investment Advisors, LLC
INCREASED
Shares31,905 from 29,072
Change+2,833 (+10%)
Value$5.2M (-$360.8K)
Filed 2026-10-16
Park Avenue Securities LLC
DECREASED
Shares31,362 from 53,856
Change-22,494 (-42%)
Value$5.1K (-$5.0K)
Filed 2026-10-26
Asio Capital, LLC
INCREASED
Shares31,279 from 29,491
Change+1,788 (+6%)
Value$5.1M (-$541.5K)
Filed 2026-10-19
Plato Investment Management Ltd
DECREASED
Shares28,795 from 31,725
Change-2,930 (-9%)
Value$4.7M (-$1.2M)
Filed 2026-11-05
Patten Group, Inc.
DECREASED
Shares28,187 from 29,983
Change-1,796 (-6%)
Value$4.6M (-$1.1M)
Filed 2026-10-26
Motco
NEW
Shares28,110
Change+28,110
Value$4.5M
Filed 2026-11-09
Novem Group
INCREASED
Shares27,594 from 24,977
Change+2,617 (+10%)
Value$4.5M (-$280.6K)
Filed 2026-10-19
Brandywine OAK Private Wealth LLC
DECREASED
Shares27,311 from 28,116
Change-805 (-3%)
Value$4.4M (-$921.5K)
Filed 2026-10-23
Brookmont Capital Management
INCREASED
Shares27,272 from 26,436
Change+836 (+3%)
Value$4.4M (-$609.2K)
Filed 2026-10-23
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares27,119 from 27,799
Change-680 (-2%)
Value$4.4M (-$891.5K)
Filed 2026-11-04
Robbins Farley
INCREASED
Shares27,096 from 25,635
Change+1,461 (+6%)
Value$4.4M (-$485.7K)
Filed 2026-10-21
Naples Global Advisors, LLC
INCREASED
Shares26,246 from 24,721
Change+1,525 (+6%)
Value$4.2M (-$449.6K)
Filed 2026-11-05
Davenport & Co LLC
DECREASED
Shares26,189 from 32,897
Change-6,708 (-20%)
Value$4.2M (-$2.0M)
Filed 2026-10-14
HB Wealth Management, LLC
DECREASED
Shares25,011 from 25,953
Change-942 (-4%)
Value$4.0M (-$852.0K)
Filed 2026-10-23
OpenArc Corporate Advisory, LLC
DECREASED
Shares23,808 from 27,729
Change-3,921 (-14%)
Value$3.8M (-$1.4M)
Filed 2026-10-21
Elevation Point Wealth Partners, LLC
DECREASED
Shares23,770 from 38,745
Change-14,975 (-39%)
Value$3.8M (-$3.5M)
Filed 2026-11-05
Phoenix Financial Ltd.
INCREASED
Shares23,453 from 19,365
Change+4,088 (+21%)
Value$2.9M (-$755.6K)
Filed 2026-11-09
James Investment Research, Inc.
DECREASED
Shares23,387 from 23,867
Change-480 (-2%)
Value$3.8M (-$749.2K)
Filed 2026-10-22
First American Bank
INCREASED
Shares23,379 from 10,959
Change+12,420 (+113%)
Value$3.8M (+$1.7M)
Filed 2026-10-27
D.A. Davidson & Co.
DECREASED
Shares23,209 from 30,619
Change-7,410 (-24%)
Value$3.7M (-$2.1M)
Filed 2026-10-28
Henry James International Management Inc.
DECREASED
Shares23,140 from 36,652
Change-13,512 (-37%)
Value$3.7M (-$3.2M)
Filed 2026-10-14
Cox Capital Mgt LLC
DECREASED
Shares21,526 from 21,552
Change-26 (0%)
Value$3.5M (-$610.9K)
Filed 2026-10-07
Parr Mcknight Wealth Management Group, LLC
INCREASED
Shares20,926 from 20,406
Change+520 (+3%)
Value$3.4M (-$490.5K)
Filed 2026-10-30
180 Wealth Advisors, LLC
INCREASED
Shares20,879 from 20,498
Change+381 (+2%)
Value$3.4M (-$515.4K)
Filed 2026-11-03
Kestra Private Wealth Services, LLC
INCREASED
Shares20,756 from 18,910
Change+1,846 (+10%)
Value$3.4M (-$234.2K)
Filed 2026-11-06
Hantz Financial Services, Inc.
DECREASED
Shares20,690 from 23,610
Change-2,920 (-12%)
Value$3.3K (-$1.1K)
Filed 2026-11-09
Foundation Wealth Management, Llc\pa
INCREASED
Shares19,145 from 19,136
Change+9 (+0%)
Value$3.1M (-$537.2K)
Filed 2026-10-14
Pinnacle Associates LTD
DECREASED
Shares18,732 from 18,854
Change-122 (-1%)
Value$3.0M (-$550.4K)
Filed 2026-10-20
MGO One Seven LLC
DECREASED
Shares18,596 from 20,123
Change-1,527 (-8%)
Value$3.0M (-$812.9K)
Filed 2026-10-28
Channel Wealth LLC
INCREASED
Shares18,324 from 17,823
Change+501 (+3%)
Value$3.0M (-$420.8K)
Filed 2026-11-06
Crossmark Global Holdings, Inc.
DECREASED
Shares17,896 from 23,619
Change-5,723 (-24%)
Value$2.9M (-$1.6M)
Filed 2026-10-21
Princeton Capital Management LLC
INCREASED
Shares17,595 from 15,592
Change+2,003 (+13%)
Value$2.9M (-$83.4K)
Filed 2026-10-27
Tealwood Asset Management Inc
DECREASED
Shares17,412 from 17,577
Change-165 (-1%)
Value$2.8K (-$521)
Filed 2026-10-13
GC Wealth Management RIA, LLC
DECREASED
Shares17,033 from 18,143
Change-1,110 (-6%)
Value$2.8M (-$690.0K)
Filed 2026-11-02
Westview Management dba Westview Investment Advisors
INCREASED
Shares16,763 from 16,099
Change+664 (+4%)
Value$2.7M (-$346.0K)
Filed 2026-11-09
Dillon & Associates Inc
INCREASED
Shares16,663 from 15,165
Change+1,498 (+10%)
Value$2.7K (-$198)
Filed 2026-10-22
Third View Private Wealth, LLC
INCREASED
Shares16,581 from 16,205
Change+376 (+2%)
Value$2.7M (-$395.5K)
Filed 2026-10-30
Compound Planning, Inc.
INCREASED
Shares16,470 from 14,917
Change+1,553 (+10%)
Value$2.7M (-$169.1K)
Filed 2026-11-09
Oarsman Capital, Inc.
DECREASED
Shares16,379 from 16,428
Change-49 (0%)
Value$2.6M (-$470.4K)
Filed 2026-11-05
Columbus Macro, LLC
INCREASED
Shares16,262 from 15,923
Change+339 (+2%)
Value$2.6M (-$338.0K)
Filed 2026-10-14
Provenance Wealth Advisors, LLC
NEW
Shares16,079
Change+16,079
Value$2.6M
Filed 2026-10-30
Choreo, LLC
DECREASED
Shares15,659 from 20,940
Change-5,281 (-25%)
Value$2.5M (-$1.4M)
Filed 2026-10-28
Level Four Advisory Services, LLC
INCREASED
Shares15,194 from 15,186
Change+8 (+0%)
Value$2.5M (-$426.2K)
Filed 2026-11-06
Verdence Capital Advisors LLC
DECREASED
Shares15,054 from 15,469
Change-415 (-3%)
Value$2.4M (-$502.4K)
Filed 2026-10-26
Money Concepts Capital Corp
DECREASED
Shares15,027 from 15,188
Change-161 (-1%)
Value$2.5M (-$390.9K)
Filed 2026-11-06
Fulcrum Wealth Advisors, LLC
INCREASED
Shares14,712 from 13,245
Change+1,467 (+11%)
Value$2.4M (-$136.0K)
Filed 2026-10-16
Bessemer Group Inc
DECREASED
Shares14,693 from 38,133
Change-23,440 (-61%)
Value$2.4K (-$4.9K)
Filed 2026-11-09
Vise Technologies, Inc.
INCREASED
Shares14,635 from 14,219
Change+416 (+3%)
Value$2.4M (-$333.0K)
Filed 2026-10-29
Meridian Wealth Management, LLC
INCREASED
Shares14,615 from 7,351
Change+7,264 (+99%)
Value$2.4M (+$989.8K)
Filed 2026-11-05
Merit Financial Group, LLC
INCREASED
Shares14,539 from 12,770
Change+1,769 (+14%)
Value$2.3M (-$73.8K)
Filed 2026-11-06
Brian LOW Financial Group, LLC
INCREASED
Shares14,203 from 10,712
Change+3,491 (+33%)
Value$2.3M (+$262.1K)
Filed 2026-10-28
Citizens National Bank Trust Department
INCREASED
Shares14,162 from 13,045
Change+1,117 (+9%)
Value$2.3M (-$131.1K)
Filed 2026-11-04
DCF Advisers, LLC
INCREASED
Shares14,000 from 4,750
Change+9,250 (+195%)
Value$2.3M (+$1.4M)
Filed 2026-11-04
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares13,830 from 13,830
Change0 (0%)
Value$2.6M ($0)
Filed 2026-10-15
NTV Asset Management LLC
DECREASED
Shares13,767 from 13,967
Change-200 (-1%)
Value$2.2M (-$425.5K)
Filed 2026-10-23
Natural Investments, LLC
INCREASED
Shares13,517 from 13,360
Change+157 (+1%)
Value$2.2M (+$2.2M)
Filed 2026-11-06
Exchange Traded Concepts, LLC
INCREASED
Shares13,509 from 10,931
Change+2,578 (+24%)
Value$2.2M (+$108.6K)
Filed 2026-10-28
Oppenheimer & Co Inc
INCREASED
Shares13,465 from 11,330
Change+2,135 (+19%)
Value$2.2M (+$25.8K)
Filed 2026-10-26
White Lighthouse Investment Management Inc.
DECREASED
Shares13,460 from 14,790
Change-1,330 (-9%)
Value$2.2M (-$631.0K)
Filed 2026-10-21
Great Lakes Retirement, Inc.
INCREASED
Shares13,381 from 13,247
Change+134 (+1%)
Value$2.2M (-$351.2K)
Filed 2026-10-26
Wealthcare Advisory Partners LLC
INCREASED
Shares12,968 from 12,112
Change+856 (+7%)
Value$2.1M (-$202.2K)
Filed 2026-10-21
XXI Wealth, LLC
INCREASED
Shares12,948 from 10,619
Change+2,329 (+22%)
Value$2.1M (+$77.1K)
Filed 2026-10-22
GKV Capital Management Co., Inc.
INCREASED
Shares12,905 from 11,245
Change+1,660 (+15%)
Value$2.1M (-$9.8K)
Filed 2026-11-06
Axxion S.A.
INCREASED
Shares12,860 from 9,607
Change+3,253 (+34%)
Value$2.1M (+$742.7K)
Filed 2026-10-22
Sterling Capital Management LLC
DECREASED
Shares12,546 from 14,562
Change-2,016 (-14%)
Value$2.0M (-$735.4K)
Filed 2026-10-22
Blue Trust, Inc.
DECREASED
Shares12,409 from 17,511
Change-5,102 (-29%)
Value$2.0M (-$1.3M)
Filed 2026-10-15
AdvisorNet Financial, Inc
INCREASED
Shares12,371 from 11,574
Change+797 (+7%)
Value$2.0M (-$190.2K)
Filed 2026-10-15
Marks Group Wealth Management, Inc
DECREASED
Shares12,233 from 14,483
Change-2,250 (-16%)
Value$2.0M (-$771.0K)
Filed 2026-11-05
Farther Finance Advisors, LLC
INCREASED
Shares12,223 from 11,882
Change+341 (+3%)
Value$2.0M (-$278.9K)
Filed 2026-10-08
Diversify Wealth Management, LLC
INCREASED
Shares12,205 from 12,005
Change+200 (+2%)
Value$2.0M (-$2.2K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares12,205 from 12,005
Change+200 (+2%)
Value$2.0M (-$2.2K)
Filed 2026-10-20
Frank, Rimerman Advisors LLC
DECREASED
Shares12,152 from 12,475
Change-323 (-3%)
Value$2.0M (-$403.3K)
Filed 2026-10-16
Nicholas Hoffman & Company, Llc.
INCREASED
Shares12,037 from 11,897
Change+140 (+1%)
Value$1.9M (-$312.3K)
Filed 2026-10-30
Mccarter Private Wealth Services LLC
INCREASED
Shares11,959 from 11,543
Change+416 (+4%)
Value$1.9M (-$257.8K)
Filed 2026-10-22
Stablepoint Partners, LLC
INCREASED
Shares11,937 from 11,000
Change+937 (+9%)
Value$1.9M (-$158.4K)
Filed 2026-11-03
AlphaCentric Advisors LLC
INCREASED
Shares11,866 from 11,394
Change+472 (+4%)
Value$1.9M (-$244.5K)
Filed 2026-11-03
Karras Company, Inc.
INCREASED
Shares11,823 from 11,623
Change+200 (+2%)
Value$1.9M (-$294.9K)
Filed 2026-10-16
Obermeyer Wealth Partners
INCREASED
Shares11,705 from 11,635
Change+70 (+1%)
Value$1.9M (-$271.2K)
Filed 2026-10-21
Daymark Wealth Partners, LLC
DECREASED
Shares11,683 from 11,737
Change-54 (0%)
Value$1.9M (-$339.1K)
Filed 2026-11-04
Arga Investment Management, LP
UNCHANGED
Shares11,643 from 11,643
Change0 (0%)
Value$1.9M (-$281.9K)
Filed 2026-10-30
Perigon Wealth Management, LLC
DECREASED
Shares11,640 from 11,759
Change-119 (-1%)
Value$1.9M (-$350.2K)
Filed 2026-10-22
Altfest L J & Co Inc
INCREASED
Shares11,524 from 10,599
Change+925 (+9%)
Value$1.9M (-$148.9K)
Filed 2026-10-27
J.W. Cole Advisors, Inc.
INCREASED
Shares11,417 from 10,930
Change+487 (+4%)
Value$1.8M (-$228.9K)
Filed 2026-11-05
Imc-Chicago, LLC
INCREASED
Shares11,296 from 7,754
Change+3,542 (+46%)
Value$1.8M (+$353.7K)
Filed 2026-11-05
Canandaigua National Bank & Trust Co
NEW
Shares11,271
Change+11,271
Value$1.8M
Filed 2026-10-07
Greenleaf Trust
DECREASED
Shares11,187 from 12,478
Change-1,291 (-10%)
Value$1.8M (-$559.7K)
Filed 2026-10-29
Clearstead Advisors, LLC
INCREASED
Shares11,094 from 10,161
Change+933 (+9%)
Value$1.8M (-$129.2K)
Filed 2026-11-06
Iams Wealth Management, LLC
DECREASED
Shares10,855 from 10,885
Change-30 (0%)
Value$1.8M (-$311.3K)
Filed 2026-10-15
Valeo Financial Advisors, LLC
INCREASED
Shares10,797 from 9,817
Change+980 (+10%)
Value$1.7M (-$111.5K)
Filed 2026-10-08
Caldwell Trust Co
INCREASED
Shares10,658 from 8,454
Change+2,204 (+26%)
Value$1.7M (+$117.9K)
Filed 2026-10-30
Cookson Peirce & Co Inc
INCREASED
Shares10,143 from 9,055
Change+1,088 (+12%)
Value$1.6M (-$79.2K)
Filed 2026-10-30
Founders Financial Securities LLC
DECREASED
Shares10,016 from 12,714
Change-2,698 (-21%)
Value$1.6M (-$793.5K)
Filed 2026-10-28
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares9,866 from 10,147
Change-281 (-3%)
Value$1.6M (-$331.0K)
Filed 2026-10-27
Parrish Capital LLC
INCREASED
Shares9,792 from 9,687
Change+105 (+1%)
Value$1.6M (-$255.7K)
Filed 2026-10-01
Lester Murray Antman dba SimplyRich
NEW
Shares9,773
Change+9,773
Value$1.6M
Filed 2026-11-06
Cornerstone Planning, LLC
INCREASED
Shares9,771 from 9,674
Change+97 (+1%)
Value$1.8M (-$68.9K)
Filed 2026-10-27
Figure 8 Investment Strategies LLC
INCREASED
Shares9,543 from 9,120
Change+423 (+5%)
Value$1.5M (-$188.4K)
Filed 2026-11-09
Texas Bank & Trust Co
INCREASED
Shares9,400 from 9,355
Change+45 (+0%)
Value$1.5M (-$256.1K)
Filed 2026-11-04
Fulton Bank, N.A.
INCREASED
Shares9,346 from 8,294
Change+1,052 (+13%)
Value$1.5M (-$63.6K)
Filed 2026-10-14
Sagespring Wealth Partners, LLC
INCREASED
Shares9,286 from 8,616
Change+670 (+8%)
Value$1.5M (-$134.4K)
Filed 2026-10-22
Monte Financial Group, LLC
INCREASED
Shares9,252 from 9,226
Change+26 (+0%)
Value$1.5M (-$71.2K)
Filed 2026-11-02
B. Riley Wealth Advisors, Inc.
INCREASED
Shares9,241 from 4,594
Change+4,647 (+101%)
Value$1.5M (+$614.9K)
Filed 2026-10-13
Dynamic Advisor Solutions LLC
INCREASED
Shares9,210 from 9,057
Change+153 (+2%)
Value$1.5M (-$230.2K)
Filed 2026-10-13
Tlwm
DECREASED
Shares9,203 from 9,279
Change-76 (-1%)
Value$1.5M (-$273.5K)
Filed 2026-10-09
Security National Bank
INCREASED
Shares9,198 from 8,964
Change+234 (+3%)
Value$1.5M (-$214.6K)
Filed 2026-10-26
Klein Pavlis & Peasley Financial, Inc.
INCREASED
Shares8,992 from 7,484
Change+1,508 (+20%)
Value$1.5M (+$32.8K)
Filed 2026-10-13
Gibbs Wealth Management
INCREASED
Shares8,958 from 7,035
Change+1,923 (+27%)
Value$1.4M (+$112.6K)
Filed 2026-10-22
Ascent Group, LLC
INCREASED
Shares8,840 from 8,010
Change+830 (+10%)
Value$1.4M (-$91.5K)
Filed 2026-10-30
Retirement Guys Formula LLC
INCREASED
Shares8,790 from 7,056
Change+1,734 (+25%)
Value$1.4M (+$81.4K)
Filed 2026-10-26
Diversified Trust Co
DECREASED
Shares8,581 from 8,701
Change-120 (-1%)
Value$1.4M (-$264.5K)
Filed 2026-11-06
Burling Wealth Partners, LLC
DECREASED
Shares8,507 from 12,476
Change-3,969 (-32%)
Value$1.4M (-$992.1K)
Filed 2026-11-09
Regions Financial Corp
DECREASED
Shares8,492 from 10,014
Change-1,522 (-15%)
Value$1.4M (-$527.7K)
Filed 2026-11-05
Indivisible Partners
INCREASED
Shares8,457 from 8,421
Change+36 (+0%)
Value$1.4M (-$231.2K)
Filed 2026-10-26
Sapient Capital LLC
DECREASED
Shares8,433 from 8,592
Change-159 (-2%)
Value$1.4M (-$232.2K)
Filed 2026-10-08
Nine Masts Capital Ltd
NEW
Shares8,400
Change+8,400
Value$1.4M
Filed 2026-11-09
Comprehensive Financial Consultants Institutional, Inc.
INCREASED
Shares8,308 from 8,006
Change+302 (+4%)
Value$1.3M (-$176.6K)
Filed 2026-10-15
Parallel Advisors, LLC
INCREASED
Shares8,306 from 7,997
Change+309 (+4%)
Value$1.3M (-$175.3K)
Filed 2026-11-03
R Squared Ltd
INCREASED
Shares8,291 from 1,987
Change+6,304 (+317%)
Value$1.3M (+$962.0K)
Filed 2026-11-06
Apollon Wealth Management, LLC
DECREASED
Shares8,010 from 97,297
Change-89,287 (-92%)
Value$1.3M (-$17.1M)
Filed 2026-10-23
Maseco LLP
INCREASED
Shares7,826 from 7,316
Change+510 (+7%)
Value$1.3M (-$95.4K)
Filed 2026-10-27
Mitchell & Pahl Private Wealth, LLC
INCREASED
Shares7,821 from 7,369
Change+452 (+6%)
Value$1.3M (-$134.5K)
Filed 2026-10-14
IFP Advisors, Inc
INCREASED
Shares7,765 from 6,357
Change+1,408 (+22%)
Value$1.3M (+$48.4K)
Filed 2026-10-16
AlphaCore Capital LLC
INCREASED
Shares7,656 from 4,299
Change+3,357 (+78%)
Value$1.2M (+$424.1K)
Filed 2026-11-04
New England Research & Management, Inc.
DECREASED
Shares7,640 from 15,893
Change-8,253 (-52%)
Value$1.2M (-$1.8M)
Filed 2026-10-16
First Affirmative Financial Network
NEW
Shares7,609
Change+7,609
Value$1.2M
Filed 2026-10-21
UMB Bank, n.a.
INCREASED
Shares7,606 from 7,552
Change+54 (+1%)
Value$1.2M (-$203.9K)
Filed 2026-11-06
Hilltop National Bank
INCREASED
Shares7,598 from 7,577
Change+21 (+0%)
Value$1.2M (-$209.9K)
Filed 2026-10-14
Prime Capital Investment Advisors, LLC
DECREASED
Shares7,596 from 9,308
Change-1,712 (-18%)
Value$1.2M (-$538.4K)
Filed 2026-10-20
Lebenthal Global Advisors, LLC
INCREASED
Shares7,411 from 7,016
Change+395 (+6%)
Value$1.2M (-$133.7K)
Filed 2026-10-28
Investors Asset Management of Georgia Inc
DECREASED
Shares7,390 from 7,467
Change-77 (-1%)
Value$1.2M (-$222.6K)
Filed 2026-10-20
Wedbush Securities Inc
INCREASED
Shares7,380 from 7,267
Change+113 (+2%)
Value$1.2K (-$186)
Filed 2026-10-22
CenterBook Partners LP
NEW
Shares7,250
Change+7,250
Value$1.2M
Filed 2026-11-02
Moors & Cabot, Inc.
INCREASED
Shares7,151 from 6,836
Change+315 (+5%)
Value$1.2M (-$141.6K)
Filed 2026-11-06
Mirae Asset Global Investments Co., Ltd.
DECREASED
Shares7,107 from 14,842
Change-7,735 (-52%)
Value$1.1M (-$1.7M)
Filed 2026-11-03
Banque de Luxembourg S.A.
INCREASED
Shares7,096 from 5,968
Change+1,128 (+19%)
Value$1.2M (+$27.1K)
Filed 2026-10-14
Harbour Investments, Inc.
DECREASED
Shares7,043 from 9,609
Change-2,566 (-27%)
Value$1.1M (-$679.2K)
Filed 2026-11-09
Versant Capital Management, Inc
DECREASED
Shares7,025 from 7,263
Change-238 (-3%)
Value$1.1M (-$215.6K)
Filed 2026-10-02
Personal CFO Solutions, LLC
DECREASED
Shares7,004 from 11,123
Change-4,119 (-37%)
Value$1.1M (-$978.3K)
Filed 2026-11-06
Malaga Cove Capital, LLC
INCREASED
Shares6,984 from 6,791
Change+193 (+3%)
Value$1.1M (-$160.0K)
Filed 2026-10-23
Optas, LLC
INCREASED
Shares6,959 from 6,859
Change+100 (+1%)
Value$1.1M (-$176.9K)
Filed 2026-11-09
Cyndeo Wealth Partners, LLC
INCREASED
Shares6,945 from 6,841
Change+104 (+2%)
Value$1.1M (-$175.8K)
Filed 2026-10-16
Gamma Investing LLC
DECREASED
Shares6,941 from 7,491
Change-550 (-7%)
Value$1.1M (-$299.7K)
Filed 2026-10-08
Summit Global Investments
INCREASED
Shares6,884 from 6,543
Change+341 (+5%)
Value$1.1K (-$129)
Filed 2026-10-28
Hohimer Wealth Management, LLC
INCREASED
Shares6,780 from 6,719
Change+61 (+1%)
Value$1.1M (-$179.3K)
Filed 2026-11-04
PDS Planning, Inc
DECREASED
Shares6,729 from 6,926
Change-197 (-3%)
Value$1.1M (-$226.8K)
Filed 2026-11-03
Cooper Financial Group
INCREASED
Shares6,690 from 6,342
Change+348 (+5%)
Value$1.1M (-$122.3K)
Filed 2026-10-07
Leavell Investment Management, Inc.
INCREASED
Shares6,615 from 6,562
Change+53 (+1%)
Value$1.1M (-$176.2K)
Filed 2026-11-09
Fifth Third Bancorp
DECREASED
Shares6,513 from 10,955
Change-4,442 (-41%)
Value$1.1M (-$1.0M)
Filed 2026-11-05
Laurion Capital Management LP
INCREASED
Shares6,500 from 6,000
Change+500 (+8%)
Value$1.0M (-$88.2K)
Filed 2026-10-30
Venture Visionary Partners LLC
INCREASED
Shares6,490 from 6,353
Change+137 (+2%)
Value$1.0M (-$156.7K)
Filed 2026-10-07
Wedmont Private Capital
INCREASED
Shares6,402 from 5,202
Change+1,200 (+23%)
Value$1.0M (+$123.8K)
Filed 2026-10-09
Elevated Private Wealth, LLC
INCREASED
Shares6,376 from 6,226
Change+150 (+2%)
Value$1.0M (-$151.0K)
Filed 2026-10-15
Coldstream Capital Management Inc
DECREASED
Shares6,322 from 10,605
Change-4,283 (-40%)
Value$1.0M (-$990.2K)
Filed 2026-11-09
Kathmere Capital Management, LLC
INCREASED
Shares6,309 from 4,257
Change+2,052 (+48%)
Value$1.0M (+$211.5K)
Filed 2026-10-20
Portside Wealth Group, LLC
DECREASED
Shares6,277 from 6,707
Change-430 (-6%)
Value$1.0M (-$258.2K)
Filed 2026-10-20
Abel Hall, LLC
INCREASED
Shares6,276 from 3,006
Change+3,270 (+109%)
Value$1.0M (+$443.4K)
Filed 2026-10-19
OAK Ridge Investments LLC
INCREASED
Shares6,242 from 5,376
Change+866 (+16%)
Value$1.0M (-$11.5K)
Filed 2026-10-30
Carnegie Investment Counsel
DECREASED
Shares6,225 from 6,895
Change-670 (-10%)
Value$1.0M (-$302.3K)
Filed 2026-10-20
Old National Bancorp
DECREASED
Shares6,211 from 6,312
Change-101 (-2%)
Value$1.0M (-$194.0K)
Filed 2026-10-20
Sanders Morris Harris LLC
NEW
Shares6,094
Change+6,094
Value$994.5K
Filed 2026-10-14
Dymon Asia Capital (Singapore) Pte. Ltd.
DECREASED
Shares6,000 from 30,000
Change-24,000 (-80%)
Value$968.8K (-$4.7M)
Filed 2026-11-04
Cherokee Insurance Co
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$968.8K (-$168.9K)
Filed 2026-11-05
StoneCrest Wealth Management, Inc.
NEW
Shares5,991
Change+5,991
Value$967.4K
Filed 2026-11-03
Clear Creek Financial Management, LLC
DECREASED
Shares5,923 from 6,227
Change-304 (-5%)
Value$956.4K (-$224.4K)
Filed 2026-10-28
Hanson & Doremus Investment Management
UNCHANGED
Shares5,916 from 5,916
Change0 (0%)
Value$955 (-$167)
Filed 2026-10-16
Henshaw Capital LLC
UNCHANGED
Shares5,880 from 5,880
Change0 (0%)
Value$949.4K (-$165.5K)
Filed 2026-11-03
Axxcess Wealth Management, LLC
DECREASED
Shares5,868 from 5,892
Change-24 (0%)
Value$947.5K (-$169.7K)
Filed 2026-10-21
Community Bank & Trust, Waco, Texas
INCREASED
Shares5,832 from 5,367
Change+465 (+9%)
Value$950 (-$53)
Filed 2026-10-19
Stockman Wealth Management, Inc.
DECREASED
Shares5,832 from 5,841
Change-9 (0%)
Value$941.7K (-$165.9K)
Filed 2026-10-27
Fire Capital Management LLC
NEW
Shares5,780
Change+5,780
Value$933.4K
Filed 2026-10-27
Crumly & Associates Inc.
INCREASED
Shares5,713 from 5,313
Change+400 (+8%)
Value$922.5K (-$85.0K)
Filed 2026-10-07
Grove Bank & Trust
DECREASED
Shares5,706 from 5,776
Change-70 (-1%)
Value$921.3K (-$173.9K)
Filed 2026-10-08
Central Trust Co
DECREASED
Shares5,650 from 9,945
Change-4,295 (-43%)
Value$912.4K (-$973.4K)
Filed 2026-11-05
Advocate Group LLC
INCREASED
Shares5,616 from 5,592
Change+24 (+0%)
Value$906.8K (-$153.5K)
Filed 2026-10-19
TD Private Client Wealth LLC
DECREASED
Shares5,596 from 5,750
Change-154 (-3%)
Value$912.7K (-$163.1K)
Filed 2026-10-28
71 West Capital Partners
DECREASED
Shares5,508 from 5,676
Change-168 (-3%)
Value$898.4K (-$163.6K)
Filed 2026-11-04
DE Burlo Group Inc
DECREASED
Shares5,503 from 5,753
Change-250 (-4%)
Value$888.6K (-$202.3K)
Filed 2026-11-05
Canandaigua National Trust Co of Florida
NEW
Shares5,473
Change+5,473
Value$891.2K
Filed 2026-10-07
Signature Estate & Investment Advisors LLC
DECREASED
Shares5,416 from 6,802
Change-1,386 (-20%)
Value$874.6K (-$417.1K)
Filed 2026-10-13
Athena Wealth Management, LLC
INCREASED
Shares5,333 from 5,277
Change+56 (+1%)
Value$861.2K (-$139.4K)
Filed 2026-10-09
Sage Rhino Capital LLC
DECREASED
Shares5,270 from 5,336
Change-66 (-1%)
Value$850.9K (-$160.9K)
Filed 2026-10-28
Diversified Enterprises, LLC
INCREASED
Shares5,263 from 4,654
Change+609 (+13%)
Value$849.8K (-$32.7K)
Filed 2026-10-19
Foster Victor Wealth Advisors, LLC
INCREASED
Shares5,252 from 3,899
Change+1,353 (+35%)
Value$861.1K (+$219.7K)
Filed 2026-10-21
Courier Capital LLC
DECREASED
Shares5,096 from 5,104
Change-8 (0%)
Value$822.9K (-$145.0K)
Filed 2026-10-19
1620 Investment Advisors, Inc.
NEW
Shares5,086
Change+5,086
Value$821.2K
Filed 2026-11-04
Aprio Wealth Management, LLC
INCREASED
Shares4,870 from 3,524
Change+1,346 (+38%)
Value$786.3K (+$118.1K)
Filed 2026-10-28
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares4,838 from 4,838
Change0 (0%)
Value$781.2K (-$136.2K)
Filed 2026-10-23
Kingswood Wealth Advisors, LLC
DECREASED
Shares4,829 from 4,927
Change-98 (-2%)
Value$779.8K (-$154.4K)
Filed 2026-10-23
Koshinski Asset Management, Inc.
DECREASED
Shares4,736 from 4,741
Change-5 (0%)
Value$764.8K (-$134.2K)
Filed 2026-10-29
LVW Advisors, LLC
DECREASED
Shares4,717 from 5,241
Change-524 (-10%)
Value$761.7K (-$232.1K)
Filed 2026-10-19
Midwest Trust Co
INCREASED
Shares4,698 from 3,113
Change+1,585 (+51%)
Value$758.6K (+$168.3K)
Filed 2026-10-22
Aaron Wealth Advisors LLC
DECREASED
Shares4,619 from 5,254
Change-635 (-12%)
Value$745.8K (-$250.4K)
Filed 2026-10-13
Advocate Investing Services LLC
UNCHANGED
Shares4,550 from 4,550
Change0 (0%)
Value$734.7K (-$128.1K)
Filed 2026-10-26
Aries Wealth Management
INCREASED
Shares4,546 from 4,486
Change+60 (+1%)
Value$741.3K (-$98.1K)
Filed 2026-10-23
Simplicity Wealth,LLC
DECREASED
Shares4,441 from 4,535
Change-94 (-2%)
Value$717.1K (-$142.8K)
Filed 2026-10-23
Heritage Wealth Management, Inc.
DECREASED
Shares4,402 from 4,415
Change-13 (0%)
Value$710.8K (-$126.4K)
Filed 2026-10-28
Brighton Jones LLC
INCREASED
Shares4,394 from 4,201
Change+193 (+5%)
Value$709.4K (-$87.2K)
Filed 2026-11-03
Baker Tilly Wealth Management, LLC
DECREASED
Shares4,393 from 4,537
Change-144 (-3%)
Value$709.3K (-$151.0K)
Filed 2026-10-05
Accurate Wealth Management, LLC
DECREASED
Shares4,380 from 4,440
Change-60 (-1%)
Value$682.7K (-$79.8K)
Filed 2026-10-20
Berman McAleer LLC
DECREASED
Shares4,315 from 4,386
Change-71 (-2%)
Value$696.7K (-$135.1K)
Filed 2026-10-16
Glenview Trust Co
DECREASED
Shares4,295 from 4,346
Change-51 (-1%)
Value$693.5K (-$130.6K)
Filed 2026-10-28
Carderock Capital Management Inc
NEW
Shares4,282
Change+4,282
Value$691.4K
Filed 2026-10-22
Procyon Advisors, LLC
DECREASED
Shares4,229 from 4,845
Change-616 (-13%)
Value$682.9K (-$235.9K)
Filed 2026-10-21
Oakworth Capital, Inc.
INCREASED
Shares4,215 from 4,201
Change+14 (+0%)
Value$680.6K (-$100.4K)
Filed 2026-10-26
Key FInancial Inc
DECREASED
Shares4,148 from 4,187
Change-39 (-1%)
Value$676.6K (-$106.9K)
Filed 2026-11-02
Bingham Private Wealth, LLC
INCREASED
Shares4,140 from 4,104
Change+36 (+1%)
Value$668.5K (-$109.7K)
Filed 2026-11-05
EPG Wealth Management LLC
INCREASED
Shares4,112 from 4,026
Change+86 (+2%)
Value$663.9K (-$99.5K)
Filed 2026-11-03
Confluence Wealth Services, Inc.
DECREASED
Shares4,087 from 4,292
Change-205 (-5%)
Value$659.9K (-$153.9K)
Filed 2026-11-05
Five Oceans Advisors
INCREASED
Shares4,026 from 4,009
Change+17 (+0%)
Value$650.1K (-$110.1K)
Filed 2026-10-22
NorthCrest Asset Manangement, LLC
INCREASED
Shares4,020 from 3,744
Change+276 (+7%)
Value$638.2K (-$30.0K)
Filed 2026-10-13
Sowell Financial Services LLC
DECREASED
Shares4,004 from 8,906
Change-4,902 (-55%)
Value$646.6K (-$1.0M)
Filed 2026-10-23
Hamel Associates, Inc.
DECREASED
Shares4,003 from 4,456
Change-453 (-10%)
Value$646.4K (-$198.6K)
Filed 2026-11-06
Kendall Capital Management
UNCHANGED
Shares3,976 from 3,976
Change0 (0%)
Value$642.0K (-$111.9K)
Filed 2026-10-23
Vertrix Wealth Management, LLC
INCREASED
Shares3,945 from 3,334
Change+611 (+18%)
Value$636.9K (+$4.7K)
Filed 2026-10-13
HBK Sorce Advisory LLC
DECREASED
Shares3,941 from 4,005
Change-64 (-2%)
Value$736.3K (+$89.5K)
Filed 2026-11-06
Bank of Stockton
DECREASED
Shares3,923 from 4,006
Change-83 (-2%)
Value$633.4K (-$126.2K)
Filed 2026-10-20
Profund Advisors LLC
INCREASED
Shares3,921 from 3,499
Change+422 (+12%)
Value$633.1K (-$30.4K)
Filed 2026-10-29
Calamos Wealth Management LLC
DECREASED
Shares3,889 from 4,208
Change-319 (-8%)
Value$628.0K (-$170.0K)
Filed 2026-11-02
Mission Wealth Management, LP
DECREASED
Shares3,851 from 6,410
Change-2,559 (-40%)
Value$621.9K (-$593.6K)
Filed 2026-10-15
Advisor Resource Council
INCREASED
Shares3,840 from 2,824
Change+1,016 (+36%)
Value$601.2K (+$64.1K)
Filed 2026-11-05
Trust Co of Toledo NA
UNCHANGED
Shares3,836 from 3,836
Change0 (0%)
Value$619.4K (-$108.0K)
Filed 2026-10-16
Generate Investment Management Ltd
DECREASED
Shares3,828 from 58,838
Change-55,010 (-93%)
Value$618.1K (-$10.5M)
Filed 2026-10-14
Burney Co/
DECREASED
Shares3,800 from 4,508
Change-708 (-16%)
Value$613.5K (-$241.2K)
Filed 2026-10-15
Cohen Investment Advisors LLC
INCREASED
Shares3,733 from 3,602
Change+131 (+4%)
Value$608.9K (-$65.1K)
Filed 2026-10-20
Beacon Investment Advisory Services, Inc.
DECREASED
Shares3,725 from 4,043
Change-318 (-8%)
Value$601.5K (-$165.2K)
Filed 2026-10-13
Ascentis Independent Advisors
INCREASED
Shares3,721 from 2
Change+3,719 (+185950%)
Value$600.8K (+$600.5K)
Filed 2026-11-03
Miller Global Investments, LLC
UNCHANGED
Shares3,706 from 3,706
Change0 (0%)
Value$598.4K (-$104.3K)
Filed 2026-10-02
LVM Capital Management LTD
UNCHANGED
Shares3,705 from 3,705
Change0 (0%)
Value$598.2K (+$597.5K)
Filed 2026-10-20
FSM Wealth Advisors, LLC
DECREASED
Shares3,701 from 4,421
Change-720 (-16%)
Value$587.7K (-$250.7K)
Filed 2026-10-27
Alhambra Investment Management LLC
INCREASED
Shares3,695 from 2,840
Change+855 (+30%)
Value$596.6K (+$58.1K)
Filed 2026-10-15
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares3,682 from 3,406
Change+276 (+8%)
Value$594.5K (-$51.3K)
Filed 2026-10-27
J.Safra Asset Management Corp
INCREASED
Shares3,628 from 3,599
Change+29 (+1%)
Value$585.8K (-$96.6K)
Filed 2026-11-03
First City Capital Management, Inc.
UNCHANGED
Shares3,619 from 3,619
Change0 (0%)
Value$584.4K (-$101.9K)
Filed 2026-10-27
AA Financial Advisors, LLC
DECREASED
Shares3,606 from 3,773
Change-167 (-4%)
Value$582.3K (-$133.2K)
Filed 2026-10-19
China Universal Asset Management Co., Ltd.
NEW
Shares3,600
Change+3,600
Value$591.2K
Filed 2026-10-28
Columbia Asset Management
UNCHANGED
Shares3,589 from 3,589
Change0 (0%)
Value$579.5K (-$101.0K)
Filed 2026-10-19
Nations Financial Group Inc,
DECREASED
Shares3,587 from 3,611
Change-24 (-1%)
Value$579.2K (-$105.6K)
Filed 2026-11-05
Vela Investment Management, LLC
DECREASED
Shares3,574 from 4,854
Change-1,280 (-26%)
Value$577.1K (-$343.3K)
Filed 2026-11-09
Independent Financial Group, LLC
DECREASED
Shares3,559 from 3,608
Change-49 (-1%)
Value$580.1K (-$95.7K)
Filed 2026-10-13
Zions Bancorporation, National Association
DECREASED
Shares3,513 from 3,738
Change-225 (-6%)
Value$567.2K (-$141.6K)
Filed 2026-11-06
Windsor Capital Management, LLC
DECREASED
Shares3,507 from 3,539
Change-32 (-1%)
Value$566.3K (-$104.8K)
Filed 2026-10-13
55 North Private Wealth, LLC
INCREASED
Shares3,497 from 2,374
Change+1,123 (+47%)
Value$564.7K (+$114.5K)
Filed 2026-10-20
Avestar Capital, LLC
DECREASED
Shares3,486 from 6,836
Change-3,350 (-49%)
Value$566.2K (-$722.0K)
Filed 2026-10-28
Chung Wu Investment Group, LLC
UNCHANGED
Shares3,475 from 3,475
Change0 (0%)
Value$561.1K (-$97.8K)
Filed 2026-11-03
Nwam LLC
DECREASED
Shares3,456 from 3,458
Change-2 (0%)
Value$558.1K (-$97.7K)
Filed 2026-11-09
Lanark Financial, Inc.
INCREASED
Shares3,445 from 2,826
Change+619 (+22%)
Value$556.2K (+$20.2K)
Filed 2026-10-26
Guerra PAN Advisors, LLC
DECREASED
Shares3,362 from 3,813
Change-451 (-12%)
Value$551.2K (-$171.8K)
Filed 2026-10-26
NWF Advisory Services Inc.
INCREASED
Shares3,361 from 3,332
Change+29 (+1%)
Value$548.2K (-$75.3K)
Filed 2026-10-19
Traveka Wealth, LLC
DECREASED
Shares3,356 from 3,416
Change-60 (-2%)
Value$541.8K (-$105.8K)
Filed 2026-10-19
Madson Wealth Advisors Inc
INCREASED
Shares3,344 from 3,218
Change+126 (+4%)
Value$539.9K (-$70.3K)
Filed 2026-10-13
Sovran Advisors, LLC
INCREASED
Shares3,283 from 1,885
Change+1,398 (+74%)
Value$572.6K (+$247.4K)
Filed 2026-11-02
SBI Securities Co., Ltd.
INCREASED
Shares3,279 from 3,256
Change+23 (+1%)
Value$529.5K (-$87.9K)
Filed 2026-10-22
Great Valley Advisor Group, Inc.
INCREASED
Shares3,278 from 3,036
Change+242 (+8%)
Value$528.9K (-$46.9K)
Filed 2026-11-09
Moneco Advisors, LLC
DECREASED
Shares3,263 from 3,336
Change-73 (-2%)
Value$526.9K (-$105.7K)
Filed 2026-11-05
Pekin Hardy Strauss, Inc.
UNCHANGED
Shares3,262 from 3,262
Change0 (0%)
Value$532.0K (-$78.3K)
Filed 2026-11-02
BKM Wealth Management, LLC
INCREASED
Shares3,234 from 3,070
Change+164 (+5%)
Value$522.2K (-$59.9K)
Filed 2026-10-22
West Family Investments, Inc.
UNCHANGED
Shares3,229 from 3,229
Change0 (0%)
Value$521.4K (-$90.9K)
Filed 2026-11-09
Williams Jones Wealth Management, Llc.
DECREASED
Shares3,172 from 3,506
Change-334 (-10%)
Value$512.2K (-$152.6K)
Filed 2026-11-05
Jacobi Capital Management LLC
INCREASED
Shares3,154 from 2,954
Change+200 (+7%)
Value$509.2K (-$50.9K)
Filed 2026-11-05
Anchyra Partners LLC
INCREASED
Shares3,149 from 2,861
Change+288 (+10%)
Value$508.5K (-$34.0K)
Filed 2026-10-13
SeaCrest Wealth Management, LLC
DECREASED
Shares3,147 from 3,504
Change-357 (-10%)
Value$508.1K (-$156.3K)
Filed 2026-10-21
Yousif Capital Management, LLC
DECREASED
Shares3,147 from 3,302
Change-155 (-5%)
Value$508.1K (-$118.0K)
Filed 2026-10-22
True North Advisors, LLC
INCREASED
Shares3,131 from 2,850
Change+281 (+10%)
Value$497.5K (-$42.9K)
Filed 2026-10-22
McLean Asset Management Corp
DECREASED
Shares3,130 from 3,240
Change-110 (-3%)
Value$584.8K (+$35.2K)
Filed 2026-11-06
Freestone Capital Holdings, LLC
INCREASED
Shares3,129 from 1,615
Change+1,514 (+94%)
Value$505.2K (+$198.8K)
Filed 2026-11-09
Family Capital Management, Inc.
INCREASED
Shares3,079 from 2,926
Change+153 (+5%)
Value$497.1K (-$57.7K)
Filed 2026-11-03
denkapparat Operations GmbH
UNCHANGED
Shares3,060 from 3,060
Change0 (0%)
Value$498.4K (-$73.7K)
Filed 2026-11-09
Cromwell Holdings LLC
UNCHANGED
Shares3,059 from 3,059
Change0 (0%)
Value$493.9K (-$86.1K)
Filed 2026-10-28
AlTi Global, Inc.
DECREASED
Shares3,035 from 3,371
Change-336 (-10%)
Value$490.5K (-$145.8K)
Filed 2026-11-09
Intesa Sanpaolo Wealth Management
DECREASED
Shares3,013 from 5,340
Change-2,327 (-44%)
Value$491.6K (-$503.9K)
Filed 2026-10-28
State of Wyoming
INCREASED
Shares2,990 from 370
Change+2,620 (+708%)
Value$482.8K (+$412.6K)
Filed 2026-10-28
Grandfield & Dodd, LLC
INCREASED
Shares2,977 from 2,935
Change+42 (+1%)
Value$480.9K (-$75.9K)
Filed 2026-10-29
Atlas Capital Advisors Inc.
UNCHANGED
Shares2,976 from 2,976
Change0 (0%)
Value$886.3K (+$321.9K)
Filed 2026-11-09
Clean Yield Group
UNCHANGED
Shares2,950 from 2,950
Change0 (0%)
Value$476.3K (-$83.0K)
Filed 2026-10-28
Howland Capital Management LLC
INCREASED
Shares2,944 from 2,930
Change+14 (+0%)
Value$475.4K (-$80.2K)
Filed 2026-10-22
Paladin Wealth, LLC
INCREASED
Shares2,916 from 1,657
Change+1,259 (+76%)
Value$470.8K (+$156.6K)
Filed 2026-10-23
Flagship Harbor Advisors, LLC
INCREASED
Shares2,903 from 2,895
Change+8 (+0%)
Value$468.7K (-$80.2K)
Filed 2026-10-26
Integrity Alliance, Llc.
INCREASED
Shares2,900 from 1,977
Change+923 (+47%)
Value$470.0K (+$95.6K)
Filed 2026-10-29
Spinnaker Investment Group, LLC
UNCHANGED
Shares2,899 from 2,899
Change0 (0%)
Value$468.1K (-$81.6K)
Filed 2026-10-13
Breakwater Capital Group
INCREASED
Shares2,896 from 2,866
Change+30 (+1%)
Value$467.6K (-$75.8K)
Filed 2026-10-09
Sentinel Trust Co LBA
UNCHANGED
Shares2,854 from 2,854
Change0 (0%)
Value$461 (-$80)
Filed 2026-11-03
Norden Group LLC
DECREASED
Shares2,853 from 3,475
Change-622 (-18%)
Value$460.6K (-$198.3K)
Filed 2026-10-20
Norway Savings Bank
NEW
Shares2,839
Change+2,839
Value$462.3K
Filed 2026-10-20
Legacy Capital Wealth Partners, LLC
DECREASED
Shares2,821 from 3,478
Change-657 (-19%)
Value$455.5K (-$204.0K)
Filed 2026-10-21
Canopy Partners, LLC
INCREASED
Shares2,785 from 2,702
Change+83 (+3%)
Value$449.7K (-$62.7K)
Filed 2026-10-28
Signal Advisors Wealth, LLC
INCREASED
Shares2,778 from 2,706
Change+72 (+3%)
Value$448.5K (-$64.5K)
Filed 2026-10-13
Ashton Thomas Private Wealth, LLC
DECREASED
Shares2,769 from 2,872
Change-103 (-4%)
Value$448.8K (-$93.0K)
Filed 2026-11-03
Essex Bank
DECREASED
Shares2,760 from 2,816
Change-56 (-2%)
Value$445.7K (-$88.3K)
Filed 2026-10-16
Thoroughbred Financial Services, LLC
DECREASED
Shares2,756 from 4,202
Change-1,446 (-34%)
Value$445 (-$351)
Filed 2026-11-09
Gateway Investment Advisers LLC
INCREASED
Shares2,755 from 1,604
Change+1,151 (+72%)
Value$444.9K (+$140.7K)
Filed 2026-10-13
Gratus Wealth Advisors, LLC
DECREASED
Shares2,752 from 2,807
Change-55 (-2%)
Value$444.4K (-$87.9K)
Filed 2026-10-26
Capstone Capital Management Ltd
NEW
Shares2,748
Change+2,748
Value$443.7K
Filed 2026-10-21
EverSource Wealth Advisors, LLC
INCREASED
Shares2,742 from 2,588
Change+154 (+6%)
Value$442.8K (-$47.9K)
Filed 2026-11-04
Old Port Advisors
INCREASED
Shares2,740 from 2,493
Change+247 (+10%)
Value$442.4K (-$30.3K)
Filed 2026-10-23
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares2,735 from 2,707
Change+28 (+1%)
Value$441.7K (-$71.7K)
Filed 2026-10-23
Cornerstone Wealth Management, LLC
DECREASED
Shares2,688 from 2,730
Change-42 (-2%)
Value$434.1K (-$83.6K)
Filed 2026-11-04
Peregrine Asset Advisers, Inc.
INCREASED
Shares2,651 from 2,450
Change+201 (+8%)
Value$428.1K (-$36.5K)
Filed 2026-11-09
IFG Advisory, LLC
DECREASED
Shares2,639 from 2,657
Change-18 (-1%)
Value$426.2K (-$77.7K)
Filed 2026-11-09
International Assets Investment Management, LLC
INCREASED
Shares2,634 from 1,729
Change+905 (+52%)
Value$415.4K (+$97.5K)
Filed 2026-11-02
Lynx Investment Advisory
INCREASED
Shares2,633 from 2,144
Change+489 (+23%)
Value$425.2K (+$18.6K)
Filed 2026-10-27
Archford Capital Strategies, LLC
DECREASED
Shares2,624 from 2,652
Change-28 (-1%)
Value$427.0K (-$70.9K)
Filed 2026-10-19
Hardy Reed LLC
INCREASED
Shares2,623 from 2,496
Change+127 (+5%)
Value$423.5K (-$49.8K)
Filed 2026-11-06
Xponance LLC
INCREASED
Shares2,584 from 2,265
Change+319 (+14%)
Value$417.2K (-$12.3K)
Filed 2026-11-03
Arista Wealth Management, LLC
INCREASED
Shares2,571 from 2,536
Change+35 (+1%)
Value$415.1K (-$65.7K)
Filed 2026-10-29
Abacus Wealth Partners, LLC
INCREASED
Shares2,528 from 2,507
Change+21 (+1%)
Value$408.2K (-$67.2K)
Filed 2026-11-03
Joel Isaacson & Co., LLC
INCREASED
Shares2,512 from 2,432
Change+80 (+3%)
Value$405.6K (-$55.5K)
Filed 2026-11-05
JFS Wealth Advisors, LLC
UNCHANGED
Shares2,497 from 2,497
Change0 (0%)
Value$403.2K (-$70.3K)
Filed 2026-11-03
Nilsine Partners, LLC
DECREASED
Shares2,477 from 2,617
Change-140 (-5%)
Value$400.0K (-$96.3K)
Filed 2026-11-02
Argent Trust Co
INCREASED
Shares2,477 from 2,421
Change+56 (+2%)
Value$400.0K (-$59.1K)
Filed 2026-11-09
Certior Financial Group, LLC
INCREASED
Shares2,451 from 2,359
Change+92 (+4%)
Value$395.8K (-$51.6K)
Filed 2026-10-19
XML Financial, LLC
UNCHANGED
Shares2,449 from 2,449
Change0 (0%)
Value$395.4K (-$68.9K)
Filed 2026-10-29
Krilogy Financial LLC
DECREASED
Shares2,447 from 3,357
Change-910 (-27%)
Value$387.4K (-$249.1K)
Filed 2026-10-13
Tranquility Partners, LLC
INCREASED
Shares2,434 from 1,492
Change+942 (+63%)
Value$393.9K (+$111.0K)
Filed 2026-10-20
Visionary Wealth Advisors
INCREASED
Shares2,422 from 2,410
Change+12 (+1%)
Value$391.1K (-$65.9K)
Filed 2026-11-04
Soltis Investment Advisors LLC
INCREASED
Shares2,420 from 1,537
Change+883 (+57%)
Value$390.7K (+$99.4K)
Filed 2026-10-28
Pine Valley Investments Ltd Liability Co
DECREASED
Shares2,414 from 2,426
Change-12 (0%)
Value$389.8K (-$70.2K)
Filed 2026-11-09
Globalt Investments LLC / GA
DECREASED
Shares2,406 from 29,158
Change-26,752 (-92%)
Value$388.5K (-$5.1M)
Filed 2026-10-27
Sageworth Trust Co of South Dakota
UNCHANGED
Shares2,405 from 2,405
Change0 (0%)
Value$388.3K (-$67.7K)
Filed 2026-10-30
First Citizens Bank & Trust Co
DECREASED
Shares2,403 from 2,753
Change-350 (-13%)
Value$388.0K (-$134.0K)
Filed 2026-10-14
Bellecapital International Ltd.
UNCHANGED
Shares2,387 from 2,387
Change0 (0%)
Value$388.8K (-$57.2K)
Filed 2026-10-21
Net Worth Advisory Group
INCREASED
Shares2,384 from 1,987
Change+397 (+20%)
Value$375.9K (-$820)
Filed 2026-10-20
Optivise Advisory Services LLC
DECREASED
Shares2,378 from 2,400
Change-22 (-1%)
Value$384.0K (-$71.2K)
Filed 2026-10-19
Cetera Trust Company, N.a
UNCHANGED
Shares2,369 from 2,369
Change0 (0%)
Value$382.5K (-$66.7K)
Filed 2026-11-09
SVB Wealth LLC
DECREASED
Shares2,368 from 2,806
Change-438 (-16%)
Value$382.4K (-$149.7K)
Filed 2026-11-06
Avantra Family Wealth, Inc.
DECREASED
Shares2,356 from 3,057
Change-701 (-23%)
Value$380.5K (-$199.2K)
Filed 2026-10-20
Tanager Wealth Management LLP
INCREASED
Shares2,355 from 1,550
Change+805 (+52%)
Value$384.1K (+$94.0K)
Filed 2026-10-19
Advisors Management Group Inc
DECREASED
Shares2,352 from 2,355
Change-3 (0%)
Value$379 (-$67)
Filed 2026-11-05
Kondo Wealth Advisors, Inc.
DECREASED
Shares2,349 from 2,351
Change-2 (0%)
Value$379.3K (-$66.5K)
Filed 2026-10-19
Riversedge Advisors, LLC
INCREASED
Shares2,347 from 2,280
Change+67 (+3%)
Value$379.0K (-$53.4K)
Filed 2026-10-09
Keudell ison Wealth Management
UNCHANGED
Shares2,343 from 2,343
Change0 (0%)
Value$378.3K (-$66.0K)
Filed 2026-10-16
King Luther Capital Management Corp
INCREASED
Shares2,341 from 2,250
Change+91 (+4%)
Value$378.0K (-$48.6K)
Filed 2026-11-05
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares2,321 from 2,202
Change+119 (+5%)
Value$374.8K (-$42.8K)
Filed 2026-10-13
Certuity, LLC
DECREASED
Shares2,320 from 2,430
Change-110 (-5%)
Value$346.3K (-$74.0K)
Filed 2026-11-02
MW Advisory, LLC
DECREASED
Shares2,304 from 2,376
Change-72 (-3%)
Value$371.9K (-$78.6K)
Filed 2026-10-19
Grimes & Co Wealth Management, LLC
DECREASED
Shares2,302 from 2,381
Change-79 (-3%)
Value$371.7K (-$79.7K)
Filed 2026-10-29
Triad Wealth Partners, LLC
INCREASED
Shares2,299 from 2,131
Change+168 (+8%)
Value$371.3K (+$34.7K)
Filed 2026-10-26
Integrated Advisors Network LLC
INCREASED
Shares2,289 from 1,947
Change+342 (+18%)
Value$369.6K (+$414)
Filed 2026-10-20
Pines Wealth Management, LLC
INCREASED
Shares2,288 from 2,176
Change+112 (+5%)
Value$369.4K (-$43.2K)
Filed 2026-10-21
FDx Advisors, Inc.
DECREASED
Shares2,279 from 3,788
Change-1,509 (-40%)
Value$368 (-$350)
Filed 2026-11-09
Thrive Capital Management, LLC
INCREASED
Shares2,273 from 2,189
Change+84 (+4%)
Value$367.0K (-$48.1K)
Filed 2026-10-28
Mesirow Financial Investment Management, Inc.
INCREASED
Shares2,257 from 1,953
Change+304 (+16%)
Value$364.4K (-$5.9K)
Filed 2026-11-05
Cerro Pacific Wealth Advisors LLC
INCREASED
Shares2,250 from 1,851
Change+399 (+22%)
Value$363.4K (+$12.3K)
Filed 2026-10-22
PFG Private Wealth Management, LLC
INCREASED
Shares2,241 from 1,770
Change+471 (+27%)
Value$361.8K (+$26.2K)
Filed 2026-10-15
May Hill Capital, LLC
DECREASED
Shares2,235 from 2,535
Change-300 (-12%)
Value$360.9K (-$119.8K)
Filed 2026-11-03
Modera Wealth Management, LLC
INCREASED
Shares2,232 from 1,892
Change+340 (+18%)
Value$360.4K (+$1.6K)
Filed 2026-10-28
Connecticut Wealth Management, LLC
DECREASED
Shares2,230 from 2,418
Change-188 (-8%)
Value$360.1K (-$98.4K)
Filed 2026-10-13
Uhlmann Price Securities, LLC
INCREASED
Shares2,227 from 1,751
Change+476 (+27%)
Value$359.6K (+$27.6K)
Filed 2026-11-03
DeDora Capital, Inc.
INCREASED
Shares2,227 from 2,226
Change+1 (+0%)
Value$359.6K (-$62.5K)
Filed 2026-10-26
Meadow Creek Wealth Advisors LLC
DECREASED
Shares2,212 from 2,491
Change-279 (-11%)
Value$357.2K (-$115.2K)
Filed 2026-11-02
Alta Capital Management LLC/
INCREASED
Shares2,208 from 2,106
Change+102 (+5%)
Value$356.6K (-$42.7K)
Filed 2026-10-26
Thrive Wealth Management, LLC
DECREASED
Shares2,204 from 2,264
Change-60 (-3%)
Value$355.9K (-$73.4K)
Filed 2026-10-13
ROI Financial Advisors, LLC
INCREASED
Shares2,198 from 1,607
Change+591 (+37%)
Value$354.9K (+$50.2K)
Filed 2026-10-19
Encompass More Asset Management
INCREASED
Shares2,167 from 1,482
Change+685 (+46%)
Value$349.9K (+$68.9K)
Filed 2026-10-16
Keenan, LLC
UNCHANGED
Shares2,163 from 2,163
Change0 (0%)
Value$349.3K (-$60.9K)
Filed 2026-10-23
Angeles Wealth Management, LLC
DECREASED
Shares2,153 from 2,383
Change-230 (-10%)
Value$347.9K (-$103.5K)
Filed 2026-10-26
Thompson Siegel & Walmsley LLC
UNCHANGED
Shares2,152 from 2,152
Change0 (0%)
Value$347 (-$61)
Filed 2026-11-05
Wormser Freres Gestion
NEW
Shares2,149
Change+2,149
Value$350.6K
Filed 2026-10-21
Howard Financial Services, Ltd.
INCREASED
Shares2,147 from 2,120
Change+27 (+1%)
Value$346.7K (-$55.3K)
Filed 2026-10-15
Seven Mile Advisory
INCREASED
Shares2,146 from 2,129
Change+17 (+1%)
Value$346.6K (-$57.1K)
Filed 2026-10-22
Frederick Financial Consultants, LLC
UNCHANGED
Shares2,144 from 2,144
Change0 (0%)
Value$346.2K (-$60.3K)
Filed 2026-10-29
Cora Capital Advisors LLC
INCREASED
Shares2,141 from 2,125
Change+16 (+1%)
Value$348.6K (-$49.9K)
Filed 2026-11-02
Rosenberg Matthew Hamilton
INCREASED
Shares2,129 from 2,051
Change+78 (+4%)
Value$343.8K (-$45.1K)
Filed 2026-10-05
Smithfield Trust Co
UNCHANGED
Shares2,117 from 2,117
Change0 (0%)
Value$344 (-$52)
Filed 2026-11-09
Wealth Dimensions Group, Ltd.
INCREASED
Shares2,093 from 2,002
Change+91 (+5%)
Value$337.9K (-$41.7K)
Filed 2026-11-02
One Way Holdings LLC
DECREASED
Shares2,090 from 2,205
Change-115 (-5%)
Value$337.5K (-$80.6K)
Filed 2026-10-29
Brookstone Capital Management
DECREASED
Shares2,089 from 4,146
Change-2,057 (-50%)
Value$337.2K (-$448.9K)
Filed 2026-10-22
Patriot Investment Management Group, Inc.
DECREASED
Shares2,089 from 2,138
Change-49 (-2%)
Value$337.3K (-$68.1K)
Filed 2026-10-15
First Financial Bank - Trust Division
DECREASED
Shares2,062 from 2,098
Change-36 (-2%)
Value$333.0K (-$64.9K)
Filed 2026-10-01
Traub Capital Management LLC
UNCHANGED
Shares2,058 from 2,058
Change0 (0%)
Value$332.2K (-$57.9K)
Filed 2026-11-09
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares2,047 from 2,047
Change0 (0%)
Value$330.9K (-$56.7K)
Filed 2026-11-02
SAX Wealth Advisors, LLC
INCREASED
Shares2,036 from 1,480
Change+556 (+38%)
Value$328.8K (+$36.9K)
Filed 2026-10-13
Cove Private Wealth, LLC
UNCHANGED
Shares2,031 from 2,031
Change0 (0%)
Value$327.9K (-$57.2K)
Filed 2026-10-28
SFG Wealth Management, Llc.
DECREASED
Shares2,024 from 2,059
Change-35 (-2%)
Value$326.8K (-$63.6K)
Filed 2026-10-23
Monument Capital Management
DECREASED
Shares2,022 from 2,243
Change-221 (-10%)
Value$326.5K (-$98.8K)
Filed 2026-10-09
Cypress Wealth Services, LLC
DECREASED
Shares2,021 from 2,069
Change-48 (-2%)
Value$320.6K (-$71.8K)
Filed 2026-10-21
Avidian Wealth Enterprises, LLC
INCREASED
Shares2,016 from 1,798
Change+218 (+12%)
Value$325.6K (-$15.4K)
Filed 2026-10-08
Partners Wealth Management, LLC
NEW
Shares1,997
Change+1,997
Value$322.5K
Filed 2026-10-28
Camden National Bank
INCREASED
Shares1,993 from 1,544
Change+449 (+29%)
Value$321.8K (+$29.0K)
Filed 2026-11-02
Avior Wealth Management, LLC
DECREASED
Shares1,987 from 2,407
Change-420 (-17%)
Value$320.8K (-$135.6K)
Filed 2026-10-13
Clearstead Trust, LLC
DECREASED
Shares1,982 from 2,089
Change-107 (-5%)
Value$320.0K (-$76.1K)
Filed 2026-11-06
Fairvoy Private Wealth, LLC
DECREASED
Shares1,980 from 2,027
Change-47 (-2%)
Value$319.7K (-$64.6K)
Filed 2026-10-19
Barry Investment Advisors, LLC
UNCHANGED
Shares1,980 from 1,980
Change0 (0%)
Value$319.7K (-$55.7K)
Filed 2026-10-14
Meyer Handelman Co
UNCHANGED
Shares1,962 from 1,962
Change0 (0%)
Value$317.1K (-$54.4K)
Filed 2026-10-28
Opal Wealth Advisors, LLC
DECREASED
Shares1,960 from 2,227
Change-267 (-12%)
Value$316.5K (-$105.8K)
Filed 2026-10-16
Root Financial Partners, LLC
INCREASED
Shares1,955 from 1,729
Change+226 (+13%)
Value$315.7K (-$12.2K)
Filed 2026-10-21
Simon Quick Advisors, LLC
INCREASED
Shares1,944 from 1,747
Change+197 (+11%)
Value$314.0K (-$17.4K)
Filed 2026-10-26
Argos Wealth Advisors, LLC
UNCHANGED
Shares1,939 from 1,939
Change0 (0%)
Value$313.1K (-$54.6K)
Filed 2026-11-02
Moody National Bank Trust Division
DECREASED
Shares1,930 from 2,313
Change-383 (-17%)
Value$311.6K (-$127.0K)
Filed 2026-10-06
M Holdings Securities, Inc.
NEW
Shares1,906
Change+1,906
Value$317
Filed 2026-11-03
HighPoint Advisor Group LLC
INCREASED
Shares1,905 from 1,753
Change+152 (+9%)
Value$307.6K (-$24.8K)
Filed 2026-11-09
Foster Group, Inc.
DECREASED
Shares1,894 from 2,053
Change-159 (-8%)
Value$305.8K (-$83.5K)
Filed 2026-10-13
Ejmk Ventures LLC
DECREASED
Shares1,892 from 2,167
Change-275 (-13%)
Value$305.5K (-$105.4K)
Filed 2026-10-21
Central Bank & Trust Co
NEW
Shares1,890
Change+1,890
Value$305.0K
Filed 2026-10-09
Davis Investment Partners, LLC
INCREASED
Shares1,868 from 1,806
Change+62 (+3%)
Value$301.7K (-$40.8K)
Filed 2026-11-05
Drive Wealth Management, LLC
DECREASED
Shares1,862 from 2,156
Change-294 (-14%)
Value$300.7K (-$108.1K)
Filed 2026-11-09
Veery Capital, LLC
INCREASED
Shares1,857 from 1,787
Change+70 (+4%)
Value$299.9K (-$39.0K)
Filed 2026-10-07
Hudock, Inc.
UNCHANGED
Shares1,838 from 1,838
Change0 (0%)
Value$299.5K (-$45.1K)
Filed 2026-10-14
Baker Avenue Asset Management, LP
DECREASED
Shares1,836 from 2,147
Change-311 (-14%)
Value$296.5K (-$110.6K)
Filed 2026-11-06
Legacy Capital Group California, Inc.
INCREASED
Shares1,830 from 1,814
Change+16 (+1%)
Value$295.5K (-$48.5K)
Filed 2026-11-09
Rose Capital Advisors LLC
NEW
Shares1,826
Change+1,826
Value$294.9K
Filed 2026-11-04
Greatmark Investment Partners, Inc.
UNCHANGED
Shares1,821 from 1,821
Change0 (0%)
Value$294.0K (-$51.3K)
Filed 2026-10-28
PUREfi Wealth, LLC
INCREASED
Shares1,816 from 1,788
Change+28 (+2%)
Value$293.2K (-$45.8K)
Filed 2026-10-19
Larson Financial Group LLC
INCREASED
Shares1,809 from 1,354
Change+455 (+34%)
Value$292.1K (+$35.4K)
Filed 2026-11-05
Souders Financial Advisors
DECREASED
Shares1,804 from 1,928
Change-124 (-6%)
Value$291.3K (-$74.3K)
Filed 2026-11-03
Livet Wealth, LLC
INCREASED
Shares1,803 from 1,640
Change+163 (+10%)
Value$291.1K (-$19.8K)
Filed 2026-10-27
VestGen Advisors, LLC
DECREASED
Shares1,799 from 3,325
Change-1,526 (-46%)
Value$290.7K (-$339.4K)
Filed 2026-10-27
BridgePort Financial Solutions, LLC
DECREASED
Shares1,793 from 1,830
Change-37 (-2%)
Value$289.5K (-$57.5K)
Filed 2026-11-02
Rossby Financial, LCC
DECREASED
Shares1,788 from 1,904
Change-116 (-6%)
Value$288.7K (-$72.3K)
Filed 2026-11-05
Capital Investment Advisory Services, LLC
DECREASED
Shares1,780 from 1,845
Change-65 (-4%)
Value$287.6K (-$62.2K)
Filed 2026-10-30
Pacific Excel Wealth Advisors, Inc.
DECREASED
Shares1,750 from 2,136
Change-386 (-18%)
Value$282.7K (-$122.3K)
Filed 2026-10-27
Legal Advantage Investments, Inc.
UNCHANGED
Shares1,737 from 1,737
Change0 (0%)
Value$280.5K (-$48.9K)
Filed 2026-10-13
AMG National Trust Bank
DECREASED
Shares1,729 from 5,635
Change-3,906 (-69%)
Value$279.8K (-$787.6K)
Filed 2026-11-05
Northcape Wealth Management, LLC
UNCHANGED
Shares1,725 from 1,725
Change0 (0%)
Value$278.5K (-$48.6K)
Filed 2026-11-04
Financiere des Professionnels - Fonds d'investissement inc.
NEW
Shares1,724
Change+1,724
Value$278.4K
Filed 2026-11-03
Magnus Financial Group LLC
DECREASED
Shares1,724 from 1,877
Change-153 (-8%)
Value$278.4K (-$77.5K)
Filed 2026-10-21
Strategic Advisors LLC
UNCHANGED
Shares1,724 from 1,724
Change0 (0%)
Value$278.4K (-$48.5K)
Filed 2026-10-13
Defined Wealth Management, LLC
INCREASED
Shares1,715 from 1,293
Change+422 (+33%)
Value$276.9K (+$31.7K)
Filed 2026-10-19
Klingman & Associates, LLC
DECREASED
Shares1,714 from 1,731
Change-17 (-1%)
Value$276.8K (-$51.5K)
Filed 2026-10-20
Mather Group, Llc.
INCREASED
Shares1,697 from 1,489
Change+208 (+14%)
Value$274.0K (-$8.3K)
Filed 2026-10-14
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares1,696 from 3,467
Change-1,771 (-51%)
Value$273.9K (-$383.6K)
Filed 2026-10-05
August Group Capital Ltd
DECREASED
Shares1,688 from 1,753
Change-65 (-4%)
Value$272.4K (-$59.8K)
Filed 2026-10-14
Capital Investment Advisors, LLC
INCREASED
Shares1,672 from 1,510
Change+162 (+11%)
Value$270.0K (-$16.3K)
Filed 2026-10-22
Tiller Private Wealth, Inc.
INCREASED
Shares1,669 from 1,649
Change+20 (+1%)
Value$269.5K (-$43.2K)
Filed 2026-10-26
Lewis Asset Management, LLC
NEW
Shares1,665
Change+1,665
Value$268.8K
Filed 2026-10-14
Texas Capital Bank Wealth Management Services Inc
DECREASED
Shares1,635 from 1,705
Change-70 (-4%)
Value$266.7K (-$52.3K)
Filed 2026-11-09
Sigma Planning Corp
DECREASED
Shares1,634 from 2,391
Change-757 (-32%)
Value$263.8K (-$189.6K)
Filed 2026-10-23
Picton Mahoney Asset Management
DECREASED
Shares1,625 from 13,330
Change-11,705 (-88%)
Value$264.5K (-$2.2M)
Filed 2026-11-09
Legacy Wealth Management, LLC / MS
UNCHANGED
Shares1,623 from 1,623
Change0 (0%)
Value$262.1K (-$45.7K)
Filed 2026-10-30
Balefire, LLC
DECREASED
Shares1,622 from 1,645
Change-23 (-1%)
Value$261.9K (-$50.0K)
Filed 2026-10-09
First Command Advisory Services, Inc.
INCREASED
Shares1,617 from 584
Change+1,033 (+177%)
Value$263.7K (+$154.5K)
Filed 2026-11-05
Odyssey Capital Advisors, Inc.
DECREASED
Shares1,616 from 1,683
Change-67 (-4%)
Value$260.9K (-$58.2K)
Filed 2026-10-26
Interchange Capital Partners, LLC
DECREASED
Shares1,615 from 1,617
Change-2 (0%)
Value$262.7K (-$40.9K)
Filed 2026-10-28
Great Diamond Partners, LLC
DECREASED
Shares1,601 from 1,784
Change-183 (-10%)
Value$258.5K (-$79.8K)
Filed 2026-10-13
West Michigan Advisors, LLC
DECREASED
Shares1,596 from 1,636
Change-40 (-2%)
Value$257.7K (-$52.5K)
Filed 2026-11-09
Harbor Investment Advisory, LLC
DECREASED
Shares1,589 from 1,766
Change-177 (-10%)
Value$259.2K (-$71.3K)
Filed 2026-10-13
Legacy Trust
NEW
Shares1,574
Change+1,574
Value$293.8K
Filed 2026-11-06
Advisor OS, LLC
DECREASED
Shares1,561 from 1,653
Change-92 (-6%)
Value$252.1K (-$61.3K)
Filed 2026-11-03
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED
Shares1,552 from 1,552
Change0 (0%)
Value$250.6K (-$43.7K)
Filed 2026-10-28
Finward Bancorp
UNCHANGED
Shares1,548 from 1,548
Change0 (0%)
Value$250.0K (-$43.6K)
Filed 2026-10-14
Greenspring Advisors, LLC
DECREASED
Shares1,543 from 1,685
Change-142 (-8%)
Value$249.1K (-$70.4K)
Filed 2026-11-05
E&G Advisors, LLC
UNCHANGED
Shares1,541 from 1,541
Change0 (0%)
Value$248.8K (-$43.4K)
Filed 2026-10-13
KCM Investment Advisors LLC
DECREASED
Shares1,540 from 1,577
Change-37 (-2%)
Value$248.7K (-$50.4K)
Filed 2026-10-27
Private Trust Co NA
DECREASED
Shares1,539 from 2,309
Change-770 (-33%)
Value$250.6K (-$181.3K)
Filed 2026-10-20
RBA Wealth Management, LLC
NEW
Shares1,535
Change+1,535
Value$247.9K
Filed 2026-10-28
Apella Capital, LLC
INCREASED
Shares1,527 from 1,474
Change+53 (+4%)
Value$244.6K (-$40.1K)
Filed 2026-10-08
Lyell Wealth Management, LP
INCREASED
Shares1,520 from 1,377
Change+143 (+10%)
Value$245.4K (-$15.7K)
Filed 2026-10-30
CWA Asset Management Group, LLC
INCREASED
Shares1,519 from 1,495
Change+24 (+2%)
Value$245.3K (-$38.2K)
Filed 2026-10-19
Wiregrass Investment Management LLC
INCREASED
Shares1,507 from 1,394
Change+113 (+8%)
Value$243.3K (-$21.0K)
Filed 2026-11-05
Laurel OAK Wealth Management, LLC
DECREASED
Shares1,506 from 1,544
Change-38 (-2%)
Value$243.2K (-$49.6K)
Filed 2026-10-19
Verity Asset Management, Inc.
DECREASED
Shares1,504 from 1,561
Change-57 (-4%)
Value$242.9K (-$53.2K)
Filed 2026-10-30
Walkner Condon Financial Advisors LLC
NEW
Shares1,486
Change+1,486
Value$239.9K
Filed 2026-11-02
Cordoba Advisory Partners LLC
DECREASED
Shares1,477 from 1,758
Change-281 (-16%)
Value$239.7K (-$93.2K)
Filed 2026-10-19
Farmers & Merchants Trust Co of Long Beach
INCREASED
Shares1,466 from 1,163
Change+303 (+26%)
Value$236.7K (+$16.2K)
Filed 2026-10-22
RDA Financial Network
INCREASED
Shares1,456 from 1,085
Change+371 (+34%)
Value$235.2K (+$29.4K)
Filed 2026-10-15
Tompkins Financial Corp
UNCHANGED
Shares1,445 from 1,445
Change0 (0%)
Value$233.3K (-$40.7K)
Filed 2026-10-05
Covenant Asset Management, LLC
DECREASED
Shares1,443 from 41,874
Change-40,431 (-97%)
Value$233.0K (-$7.7M)
Filed 2026-10-14
Enterprise Financial Services Corp
DECREASED
Shares1,441 from 1,473
Change-32 (-2%)
Value$232.7K (-$46.6K)
Filed 2026-11-03
Navalign, LLC
INCREASED
Shares1,431 from 1,312
Change+119 (+9%)
Value$231.1K (-$17.6K)
Filed 2026-11-09
McAdam, LLC
INCREASED
Shares1,426 from 1,338
Change+88 (+7%)
Value$230.3K (-$23.5K)
Filed 2026-10-21
Ballast, Inc.
UNCHANGED
Shares1,424 from 1,424
Change0 (0%)
Value$229.9K (-$40.1K)
Filed 2026-10-20
Palladiem, LLC
INCREASED
Shares1,419 from 1,416
Change+3 (+0%)
Value$229.1K (-$39.4K)
Filed 2026-11-09
Western Wealth Management, LLC
DECREASED
Shares1,409 from 1,448
Change-39 (-3%)
Value$227.5K (-$47.1K)
Filed 2026-11-09
Gallacher Capital Management LLC
DECREASED
Shares1,402 from 2,120
Change-718 (-34%)
Value$226.4K (-$175.6K)
Filed 2026-10-30
Facet Wealth, Inc.
DECREASED
Shares1,400 from 1,627
Change-227 (-14%)
Value$226.1K (-$82.5K)
Filed 2026-11-04
Tepp RIA, LLC
UNCHANGED
Shares1,400 from 1,400
Change0 (0%)
Value$226.1K (-$39.4K)
Filed 2026-10-14
Massachusetts Wealth Management
UNCHANGED
Shares1,400 from 1,400
Change0 (0%)
Value$226.1K (-$39.4K)
Filed 2026-10-21
AGF Management LTD
UNCHANGED
Shares1,387 from 1,387
Change0 (0%)
Value$224.0K (-$39.0K)
Filed 2026-11-03
Waystone Advisors LLC
UNCHANGED
Shares1,386 from 1,386
Change0 (0%)
Value$262.8K ($0)
Filed 2026-10-16
Armstrong, Fleming & Moore, Inc
UNCHANGED
Shares1,383 from 1,383
Change0 (0%)
Value$223.3K (-$38.9K)
Filed 2026-10-28
Wealthfront Advisers LLC
INCREASED
Shares1,381 from 1,203
Change+178 (+15%)
Value$223.0K (-$5.1K)
Filed 2026-11-09
Trust Point Inc.
INCREASED
Shares1,376 from 1,238
Change+138 (+11%)
Value$222.2K (-$12.6K)
Filed 2026-10-27
Ariston Services Group
NEW
Shares1,373
Change+1,373
Value$221.7K
Filed 2026-10-16
Heritage Family Offices, LLP
DECREASED
Shares1,342 from 2,136
Change-794 (-37%)
Value$216.7K (-$188.3K)
Filed 2026-11-02
Aspiriant, LLC
INCREASED
Shares1,333 from 1,217
Change+116 (+10%)
Value$215.2K (-$15.5K)
Filed 2026-10-16
Center For Asset Management LLC
DECREASED
Shares1,330 from 2,121
Change-791 (-37%)
Value$214.8K (-$187.4K)
Filed 2026-10-16
Garrett Wealth Advisory Group, LLC
NEW
Shares1,327
Change+1,327
Value$216.1K
Filed 2026-10-22
Neville Rodie & Shaw Inc
UNCHANGED
Shares1,318 from 1,318
Change0 (0%)
Value$213 (-$37)
Filed 2026-10-05
Gerber Kawasaki Wealth & Investment Management
NEW
Shares1,310
Change+1,310
Value$211.6K
Filed 2026-10-29
Hoxton Planning & Management, LLC
DECREASED
Shares1,308 from 1,504
Change-196 (-13%)
Value$211.2K (-$74.0K)
Filed 2026-10-15
Brady Martz Wealth Solutions, LLC
NEW
Shares1,290
Change+1,290
Value$208.3K
Filed 2026-11-05
Chapin Davis, Inc.
DECREASED
Shares1,277 from 1,357
Change-80 (-6%)
Value$206.2K (-$51.1K)
Filed 2026-10-09
Saxony Capital Management, LLC
UNCHANGED
Shares1,275 from 1,275
Change0 (0%)
Value$208.0K (-$30.6K)
Filed 2026-10-15
Vann Equity Management LLC
INCREASED
Shares1,266 from 1,236
Change+30 (+2%)
Value$204.4K (-$29.8K)
Filed 2026-10-08
Nfsg Corp
INCREASED
Shares1,257 from 1,128
Change+129 (+11%)
Value$203.0K (-$10.9K)
Filed 2026-10-15
Bay Capital Advisors, LLC
UNCHANGED
Shares1,256 from 1,256
Change0 (0%)
Value$202.8K (-$35.4K)
Filed 2026-10-16
Inscription Capital, LLC
DECREASED
Shares1,251 from 1,832
Change-581 (-32%)
Value$202.0K (-$145.4K)
Filed 2026-11-02
Claro Advisors Inc.
INCREASED
Shares1,247 from 1,185
Change+62 (+5%)
Value$201.4K (-$23.4K)
Filed 2026-11-02
Guardian Wealth Management, Inc.
DECREASED
Shares1,242 from 1,392
Change-150 (-11%)
Value$200.5K (-$63.4K)
Filed 2026-10-30
Prescott Group Capital Management, L.L.C.
UNCHANGED
Shares1,240 from 1,240
Change0 (0%)
Value$200.2K (-$34.9K)
Filed 2026-10-30
First Horizon Corp
DECREASED
Shares1,186 from 1,506
Change-320 (-21%)
Value$191.5K (-$94.1K)
Filed 2026-10-26
Owl Creek Wealth Partners LLC
DECREASED
Shares1,166 from 1,241
Change-75 (-6%)
Value$188.3K (-$47.0K)
Filed 2026-10-20
Knuff & Co LLC
INCREASED
Shares1,150 from 1,050
Change+100 (+10%)
Value$185.7K (-$13.4K)
Filed 2026-11-06
Asset Dedication, LLC
DECREASED
Shares1,150 from 1,244
Change-94 (-8%)
Value$185.7K (-$50.2K)
Filed 2026-11-03
Alpha Family Trust
UNCHANGED
Shares1,120 from 1,120
Change0 (0%)
Value$212.4K ($0)
Filed 2026-11-04
Hazlett, Burt & Watson, Inc.
INCREASED
Shares1,114 from 1,107
Change+7 (+1%)
Value$180 (-$29)
Filed 2026-11-04
Silver OAK Securities, Incorporated
NEW
Shares1,112
Change+1,112
Value$207.4K
Filed 2026-11-09
Eastern Bank
DECREASED
Shares1,092 from 6,092
Change-5,000 (-82%)
Value$176.3K (-$966.5K)
Filed 2026-10-05
Alerus Financial NA
INCREASED
Shares1,087 from 586
Change+501 (+85%)
Value$175.5K (+$64.4K)
Filed 2026-11-09
Flagship Wealth Advisors, LLC
DECREASED
Shares1,031 from 1,076
Change-45 (-4%)
Value$168.2K (-$33.2K)
Filed 2026-11-03
Golden State Wealth Management, LLC
DECREASED
Shares1,024 from 1,109
Change-85 (-8%)
Value$165.4K (-$44.9K)
Filed 2026-11-02
Manchester Capital Management LLC
DECREASED
Shares965 from 1,415
Change-450 (-32%)
Value$155.8K (-$112.5K)
Filed 2026-10-22
Gen-Wealth Partners Inc
NEW
Shares959
Change+959
Value$154.9K
Filed 2026-11-04
Financial Perspectives, Inc
UNCHANGED
Shares932 from 932
Change0 (0%)
Value$150.5K (-$26.2K)
Filed 2026-11-03
Parkside Financial Bank & Trust
INCREASED
Shares895 from 879
Change+16 (+2%)
Value$144.4K (-$22.2K)
Filed 2026-10-27
Financial Consulate, Inc
INCREASED
Shares888 from 870
Change+18 (+2%)
Value$143.4K (-$21.6K)
Filed 2026-10-23
Mitsubishi UFJ Asset Management Co., Ltd.
DECREASED
Shares879 from 887
Change-8 (-1%)
Value$141.9K (-$26.3K)
Filed 2026-11-05
Salomon & Ludwin, LLC
DECREASED
Shares851 from 1,003
Change-152 (-15%)
Value$137.4K (-$47.0K)
Filed 2026-10-29
Princeton Global Asset Management LLC
UNCHANGED
Shares828 from 828
Change0 (0%)
Value$135.0K (-$19.9K)
Filed 2026-10-21
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares820 from 820
Change0 (0%)
Value$132.4K (-$23.1K)
Filed 2026-10-30
James T. Borello RIA
INCREASED
Shares807 from 608
Change+199 (+33%)
Value$130.3K (+$15.0K)
Filed 2026-10-16
Westside Investment Management, Inc.
UNCHANGED
Shares779 from 779
Change0 (0%)
Value$123.7K (-$24.0K)
Filed 2026-11-02
Nisa Investment Advisors, LLC
INCREASED
Shares759 from 721
Change+38 (+5%)
Value$122.6K (-$14.2K)
Filed 2026-10-20
Luken Investment Analytics, LLC
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$121.1K (-$21.1K)
Filed 2026-11-06
MB, Levis & Associates, LLC
UNCHANGED
Shares745 from 745
Change0 (0%)
Value$120.3K (-$21.0K)
Filed 2026-10-16
Rothwell Investment Advisors, LLC
NEW
Shares734
Change+734
Value$118.5K
Filed 2026-11-06
North Star Investment Management Corp.
INCREASED
Shares706 from 656
Change+50 (+8%)
Value$114.0K (-$10.4K)
Filed 2026-10-27
Greykasell Wealth Strategies, Inc.
UNCHANGED
Shares690 from 690
Change0 (0%)
Value$111.4K (-$19.4K)
Filed 2026-11-09
Legacies Wealth LLC
UNCHANGED
Shares645 from 645
Change0 (0%)
Value$104.1K (-$18.2K)
Filed 2026-11-02
Quent Capital, LLC
INCREASED
Shares637 from 590
Change+47 (+8%)
Value$119.2K (+$8.5K)
Filed 2026-11-09
Strengthening Families & Communities, LLC
INCREASED
Shares631 from 506
Change+125 (+25%)
Value$102.0K (+$6.1K)
Filed 2026-10-21
Activest Wealth Management
NEW
Shares620
Change+620
Value$100.4K
Filed 2026-10-15
Towne Trust Company, N.a
UNCHANGED
Shares612 from 612
Change0 (0%)
Value$98.8K (-$17.2K)
Filed 2026-10-28
Investors Research Corp
DECREASED
Shares606 from 642
Change-36 (-6%)
Value$97.9K (-$23.9K)
Filed 2026-10-07
Armstrong Advisory Group, Inc
DECREASED
Shares596 from 715
Change-119 (-17%)
Value$96.2K (-$39.3K)
Filed 2026-10-09
Brown, Lisle Ings, Inc.
UNCHANGED
Shares581 from 581
Change0 (0%)
Value$93.7K (-$16.3K)
Filed 2026-10-16
Tsfg, LLC
INCREASED
Shares574 from 573
Change+1 (+0%)
Value$93 (-$16)
Filed 2026-10-23
Axiom Investment Management LLC
UNCHANGED
Shares557 from 557
Change0 (0%)
Value$89.9K (-$15.7K)
Filed 2026-11-03
Adirondack Trust Co
INCREASED
Shares544 from 543
Change+1 (+0%)
Value$87.8K (-$15.1K)
Filed 2026-10-14
Center for Financial Planning, Inc.
INCREASED
Shares542 from 528
Change+14 (+3%)
Value$87.5K (-$12.6K)
Filed 2026-10-26
Community Bank, N.A.
UNCHANGED
Shares532 from 532
Change0 (0%)
Value$85.9K (-$15.0K)
Filed 2026-11-06
WPG Advisers, LLC
DECREASED
Shares514 from 1,054
Change-540 (-51%)
Value$83.0K (-$116.9K)
Filed 2026-10-27
Physician Wealth Advisors, Inc.
INCREASED
Shares504 from 492
Change+12 (+2%)
Value$81.3K (-$11.9K)
Filed 2026-10-20
Southern Michigan Bank & Trust
DECREASED
Shares500 from 509
Change-9 (-2%)
Value$81.5K (-$13.7K)
Filed 2026-10-19
Farmers & Merchants Investments Inc
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$81.5K (-$12.0K)
Filed 2026-10-22
Hilton Head Capital Partners, LLC
UNCHANGED
Shares499 from 499
Change0 (0%)
Value$80.6K (-$14.0K)
Filed 2026-10-23
Ares Financial Consulting, LLC
UNCHANGED
Shares486 from 486
Change0 (0%)
Value$78.5K (-$13.7K)
Filed 2026-10-19
Centennial Bank
UNCHANGED
Shares480 from 480
Change0 (0%)
Value$78.7K (-$11.0K)
Filed 2026-11-09
William Mack & Associates, Inc.
NEW
Shares471
Change+471
Value$76.1K
Filed 2026-10-27
CoreCap Advisors, LLC
DECREASED
Shares465 from 519
Change-54 (-10%)
Value$75.1K (-$23.3K)
Filed 2026-10-08
Ascentis Wealth Management, LLC
INCREASED
Shares464 from 280
Change+184 (+66%)
Value$74.9K (+$21.8K)
Filed 2026-11-03
Highline Wealth Partners LLC
INCREASED
Shares460 from 314
Change+146 (+47%)
Value$74.3K (+$14.8K)
Filed 2026-10-19
Mechanics Financial Corp
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$73.3K (-$10.8K)
Filed 2026-11-05
Financial Management Professionals, Inc.
INCREASED
Shares448 from 425
Change+23 (+5%)
Value$72.3K (-$8.3K)
Filed 2026-10-23
MTM Investment Management, LLC
UNCHANGED
Shares424 from 424
Change0 (0%)
Value$68.5K (-$11.9K)
Filed 2026-10-30
Indiana Trust & Investment Management Co
UNCHANGED
Shares420 from 420
Change0 (0%)
Value$68.4K (-$10.2K)
Filed 2026-10-22
Highland Investment Advisors LLC
INCREASED
Shares408 from 404
Change+4 (+1%)
Value$65.9K (-$10.8K)
Filed 2026-11-09
Quaker Wealth Management, LLC
UNCHANGED
Shares408 from 408
Change0 (0%)
Value$65.9K (-$11.5K)
Filed 2026-10-22
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$64.6K (-$11.3K)
Filed 2026-10-23
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
INCREASED
Shares387 from 353
Change+34 (+10%)
Value$62.5K (-$4.4K)
Filed 2026-11-06
General Partner, Inc.
UNCHANGED
Shares384 from 384
Change0 (0%)
Value$62.0K (-$10.8K)
Filed 2026-10-05
Silver Grove Financial Group, Inc.
DECREASED
Shares381 from 398
Change-17 (-4%)
Value$61.5K (-$13.9K)
Filed 2026-11-05
Valley National Advisers Inc
DECREASED
Shares378 from 13,217
Change-12,839 (-97%)
Value$61.0K (-$2.4M)
Filed 2026-10-23
Valley Wealth Managers, Inc.
UNCHANGED
Shares374 from 374
Change0 (0%)
Value$60.4K (-$10.5K)
Filed 2026-10-09
Wilkerson Advisory Group LLC
DECREASED
Shares366 from 974
Change-608 (-62%)
Value$59.1K (-$125.6K)
Filed 2026-10-20
Thompson Investment Management, Inc.
INCREASED
Shares347 from 324
Change+23 (+7%)
Value$56.0K (-$5.4K)
Filed 2026-10-14
Concord Wealth Partners
UNCHANGED
Shares335 from 335
Change0 (0%)
Value$54.1K (-$9.4K)
Filed 2026-11-02
Hoey Investments, Inc
INCREASED
Shares329 from 77
Change+252 (+327%)
Value$53.1K (+$38.5K)
Filed 2026-10-29
Cassaday & Co Wealth Management LLC
INCREASED
Shares307 from 210
Change+97 (+46%)
Value$50.1K (+$10.8K)
Filed 2026-10-27
Elyxium Wealth, LLC
NEW
Shares305
Change+305
Value$49.2K
Filed 2026-10-27
Balance Wealth Partners LLC
NEW
Shares298
Change+298
Value$48.1K
Filed 2026-10-27
West Financial Advisors, LLC
NEW
Shares294
Change+294
Value$47.5K
Filed 2026-10-22
Pinnacle Bancorp, Inc.
UNCHANGED
Shares291 from 291
Change0 (0%)
Value$47.4K (-$7.0K)
Filed 2026-10-21
Gables Capital Management Inc.
UNCHANGED
Shares287 from 287
Change0 (0%)
Value$46.3K (-$8.1K)
Filed 2026-11-04
V-Square Quantitative Management LLC
DECREASED
Shares281 from 631
Change-350 (-55%)
Value$45.4K (-$74.3K)
Filed 2026-10-15
Dynamic Wealth Strategies, LLC
UNCHANGED
Shares266 from 266
Change0 (0%)
Value$43.0K (-$7.5K)
Filed 2026-10-16
Jnba Financial Advisors
UNCHANGED
Shares265 from 265
Change0 (0%)
Value$42.8K (-$7.5K)
Filed 2026-11-03
Triumph Capital Management
INCREASED
Shares252 from 190
Change+62 (+33%)
Value$40.7K (+$4.7K)
Filed 2026-10-14
Addison Advisors LLC
INCREASED
Shares248 from 240
Change+8 (+3%)
Value$40.0K (-$5.5K)
Filed 2026-11-06
High Note Wealth, LLC
UNCHANGED
Shares239 from 239
Change0 (0%)
Value$38.6K (-$6.7K)
Filed 2026-10-27
Acumen Wealth Advisors, LLC
INCREASED
Shares238 from 196
Change+42 (+21%)
Value$38.4K (+$1.3K)
Filed 2026-11-05
Aventus Investment Advisors, Inc.
UNCHANGED
Shares235 from 235
Change0 (0%)
Value$37.9K (-$6.6K)
Filed 2026-10-09
Archer Investment Corp
DECREASED
Shares231 from 269
Change-38 (-14%)
Value$37.4K (-$13.6K)
Filed 2026-11-05
Signature Equity Partners, LLC
DECREASED
Shares212 from 270
Change-58 (-21%)
Value$34.2K (-$17.1K)
Filed 2026-10-29
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares207 from 207
Change0 (0%)
Value$33.4K (-$5.8K)
Filed 2026-10-20
Lynch Investment Planning, LLC
NEW
Shares200
Change+200
Value$32.3K
Filed 2026-10-27
Avion Wealth
UNCHANGED
Shares197 from 197
Change0 (0%)
Value$31 (-$6)
Filed 2026-11-04
Creative Financial Designs Inc
DECREASED
Shares193 from 199
Change-6 (-3%)
Value$31.2K (-$6.6K)
Filed 2026-11-04
GK Wealth Management LLC
NEW
Shares192
Change+192
Value$31.0K
Filed 2026-10-09
KFG LLC
NEW
Shares191
Change+191
Value$30.8K
Filed 2026-11-02
Laurel Wealth Advisors LLC
NEW
Shares187
Change+187
Value$30.2K
Filed 2026-10-27
Albion Financial Group
UNCHANGED
Shares181 from 181
Change0 (0%)
Value$29.2K (-$5.1K)
Filed 2026-10-21
Pacific Center for Financial Services
UNCHANGED
Shares175 from 175
Change0 (0%)
Value$28.3K (-$4.9K)
Filed 2026-10-15
Redwood Park Advisors LLC
NEW
Shares169
Change+169
Value$27.3K
Filed 2026-11-02
GHP Investment Advisors, Inc.
UNCHANGED
Shares166 from 166
Change0 (0%)
Value$26.8K (-$4.7K)
Filed 2026-10-15
True Wealth Design, LLC
INCREASED
Shares163 from 137
Change+26 (+19%)
Value$26.3K (+$342)
Filed 2026-10-13
Arlington Trust Co LLC
INCREASED
Shares158 from 97
Change+61 (+63%)
Value$25.5K (+$7.1K)
Filed 2026-10-20
Bell Investment Advisors, Inc
DECREASED
Shares158 from 160
Change-2 (-1%)
Value$25.5K (-$4.8K)
Filed 2026-10-29
TFC Financial Management, Inc.
UNCHANGED
Shares153 from 153
Change0 (0%)
Value$24.7K (-$4.3K)
Filed 2026-10-26
Roxbury Financial LLC
UNCHANGED
Shares151 from 151
Change0 (0%)
Value$24.4K (-$4.3K)
Filed 2026-10-01
Smallwood Wealth Investment Management, LLC
INCREASED
Shares150 from 71
Change+79 (+111%)
Value$24.2K (+$10.8K)
Filed 2026-10-30
Hickory Point Bank & Trust
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$24.2K (-$4.2K)
Filed 2026-10-01
Abound Wealth Management
DECREASED
Shares148 from 197
Change-49 (-25%)
Value$23.8K (-$13.4K)
Filed 2026-10-26
Pathway Financial Advisers, LLC
NEW
Shares143
Change+143
Value$23.1K
Filed 2026-10-27
Cape Investment Advisory, Inc.
DECREASED
Shares141 from 168
Change-27 (-16%)
Value$22.8K (-$9.1K)
Filed 2026-10-13
Nemes Rush Group LLC
UNCHANGED
Shares135 from 135
Change0 (0%)
Value$21.8K (-$3.7K)
Filed 2026-11-04
Mascoma Wealth Management LLC
DECREASED
Shares132 from 134
Change-2 (-1%)
Value$21.3K (-$4.1K)
Filed 2026-10-23
Montag A & Associates Inc
NEW
Shares131
Change+131
Value$21.2K
Filed 2026-10-29
Morton Brown Family Wealth, LLC
INCREASED
Shares127 from 97
Change+30 (+31%)
Value$20.5K (+$2.1K)
Filed 2026-10-23
Birch Financial Group, LLC
NEW
Shares112
Change+112
Value$18.1K
Filed 2026-10-27
GoalVest Advisory LLC
NEW
Shares111
Change+111
Value$17.9K
Filed 2026-10-02
United Financial Planning Group LLC
UNCHANGED
Shares111 from 111
Change0 (0%)
Value$17.9K (-$3.1K)
Filed 2026-11-04
Fairscale Capital, LLC
UNCHANGED
Shares106 from 106
Change0 (0%)
Value$19.8K (-$315)
Filed 2026-11-04
Lloyd Advisory Services, Llc.
UNCHANGED
Shares105 from 105
Change0 (0%)
Value$16.9K (-$2.9K)
Filed 2026-11-02
UMB Private Wealth Management, LLC
NEW
Shares101
Change+101
Value$16.3K
Filed 2026-10-19
MV Capital Management, Inc.
INCREASED
Shares101 from 77
Change+24 (+31%)
Value$16.3K (+$1.7K)
Filed 2026-10-29
Mountain Hill Investment Partners Corp.
NEW
Shares100
Change+100
Value$16.1K
Filed 2026-10-23
Old Second National Bank of Aurora
NEW
Shares100
Change+100
Value$16.3K
Filed 2026-10-22
Costello Asset Management, Inc
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$16.1K (-$2.8K)
Filed 2026-10-30
MJT & Associates Financial Advisory Group, Inc.
INCREASED
Shares96 from 66
Change+30 (+45%)
Value$15.5K (+$3.0K)
Filed 2026-10-07
SJS Investment Consulting Inc.
INCREASED
Shares96 from 93
Change+3 (+3%)
Value$15.5K (-$2.1K)
Filed 2026-10-26
Global Trust Asset Management, LLC
INCREASED
Shares95 from 39
Change+56 (+144%)
Value$15.4K (+$8.0K)
Filed 2026-10-19
Hughes Financial Services, LLC
UNCHANGED
Shares95 from 95
Change0 (0%)
Value$16.6K (-$1.4K)
Filed 2026-10-30
American Capital Advisory, LLC
DECREASED
Shares90 from 113
Change-23 (-20%)
Value$14.5K (-$6.9K)
Filed 2026-10-28
Meriwether Wealth & Planning, LLC
NEW
Shares88
Change+88
Value$14.2K
Filed 2026-10-13
Maryland Capital Advisors Inc.
INCREASED
Shares88 from 38
Change+50 (+132%)
Value$14.2K (+$7.0K)
Filed 2026-10-15
Gilpin Wealth Management, LLC
NEW
Shares84
Change+84
Value$13.6K
Filed 2026-10-09
Buck Wealth Strategies, LLC
INCREASED
Shares84 from 19
Change+65 (+342%)
Value$13.6K (+$10.0K)
Filed 2026-10-28
Lodestone Wealth Management LLC
UNCHANGED
Shares81 from 81
Change0 (0%)
Value$13.1K (-$2.3K)
Filed 2026-10-14
Vision Financial Markets LLC
UNCHANGED
Shares76 from 76
Change0 (0%)
Value$12.2K (-$2.1K)
Filed 2026-10-22
Mcdonald Partners LLC
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$12.1K (-$2.1K)
Filed 2026-11-03
First Community Trust NA
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$12.2K (-$1.8K)
Filed 2026-10-07
RMG Wealth Management LLC
NEW
Shares72
Change+72
Value$12.5K
Filed 2026-10-26
Burk Holdings LLC
INCREASED
Shares70 from 39
Change+31 (+79%)
Value$11.3K (+$3.9K)
Filed 2026-11-05
Planning Strategies Inc.
NEW
Shares66
Change+66
Value$10.7K
Filed 2026-10-02
Kennebec Savings Bank
UNCHANGED
Shares65 from 65
Change0 (0%)
Value$10.6K (-$1.6K)
Filed 2026-10-22
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares61 from 61
Change0 (0%)
Value$9.9K (-$1.7K)
Filed 2026-11-02
Strive Financial Group,LLC
INCREASED
Shares60 from 58
Change+2 (+3%)
Value$9.7K (-$1.3K)
Filed 2026-11-09
Valued Wealth Advisors LLC
UNCHANGED
Shares58 from 58
Change0 (0%)
Value$9.4K (-$1.6K)
Filed 2026-11-05
PFS Partners, LLC
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$8.9K (-$1.5K)
Filed 2026-10-21
Wolff Wiese Magana LLC
UNCHANGED
Shares52 from 52
Change0 (0%)
Value$8.4K (-$1.5K)
Filed 2026-10-15
Peterson Wealth Management
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$8.1K (-$1.4K)
Filed 2026-11-06
First Pacific Financial
UNCHANGED
Shares47 from 47
Change0 (0%)
Value$7.6K (-$1.3K)
Filed 2026-10-14
Caldwell Sutter Capital, Inc.
UNCHANGED
Shares46 from 46
Change0 (0%)
Value$7.4K (-$1.3K)
Filed 2026-11-09
Washington Trust Advisors, Inc.
DECREASED
Shares45 from 53
Change-8 (-15%)
Value$7.3K (-$2.7K)
Filed 2026-10-22
Olistico Wealth, LLC
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$7.2K (-$1.1K)
Filed 2026-10-05
Park Square Financial Group, LLC
UNCHANGED
Shares43 from 43
Change0 (0%)
Value$6.9K (-$1.2K)
Filed 2026-11-09
Downshift Financial, LLC
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$6.8K (-$1.2K)
Filed 2026-10-13
Rakuten Securities, Inc.
INCREASED
Shares41 from 23
Change+18 (+78%)
Value$6.6K (+$2.3K)
Filed 2026-11-02
NBH Bank
DECREASED
Shares41 from 55
Change-14 (-25%)
Value$6.7K (-$3.6K)
Filed 2026-11-05
Gleason Group, Inc.
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$6.5K (-$1.1K)
Filed 2026-10-15
CX Institutional
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$6 (-$2)
Filed 2026-10-02
Elevated Capital Advisors, LLC
UNCHANGED
Shares39 from 39
Change0 (0%)
Value$6.3K (-$1.1K)
Filed 2026-11-04
Mainstream Capital Management LLC
NEW
Shares37
Change+37
Value$6.0K
Filed 2026-10-23
West Paces Advisors Inc.
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$5.8K (-$1.0K)
Filed 2026-10-13
Cheviot Value Management, LLC
NEW
Shares35
Change+35
Value$5.7K
Filed 2026-11-09
Dogwood Wealth Management LLC
INCREASED
Shares35 from 32
Change+3 (+9%)
Value$5.7K (-$417)
Filed 2026-11-09
Contravisory Investment Management, Inc.
NEW
Shares34
Change+34
Value$5.5K
Filed 2026-10-13
New England Capital Financial Advisors LLC
DECREASED
Shares34 from 560
Change-526 (-94%)
Value$5.4K (-$100.7K)
Filed 2026-11-03
St. Johns Investment Management Company, LLC
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$4.7K (-$816)
Filed 2026-10-30
PlanVest Financial, Inc
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$4.5K (-$788)
Filed 2026-11-09
Tower Trust & Investment Co
DECREASED
Shares27 from 31
Change-4 (-13%)
Value$4.4K (-$1.5K)
Filed 2026-10-28
Kingdom Financial Group Llc.
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$4.4K (-$766)
Filed 2026-11-04
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$4 (-$1)
Filed 2026-10-14
Tidemark, LLC
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$4.4K (-$760)
Filed 2026-11-09
McCarley & Cook Financial Planners
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$4.2K (-$732)
Filed 2026-10-21
Canton Hathaway, LLC
NEW
Shares25
Change+25
Value$4.0K
Filed 2026-10-23
Evermay Wealth Management LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$4.0K (-$704)
Filed 2026-11-05
Tounjian Advisory Partners, LLC
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$3.9K (-$677)
Filed 2026-11-04
Entrust Financial LLC
DECREASED
Shares23 from 274
Change-251 (-92%)
Value$3.7K (-$48.2K)
Filed 2026-11-04
Breakwater Investment Management
NEW
Shares22
Change+22
Value$3.6K
Filed 2026-10-20
Evolution Wealth Management Inc.
DECREASED
Shares20 from 29
Change-9 (-31%)
Value$3.2K (-$2.3K)
Filed 2026-10-28
Monetary Solutions, Ltd
INCREASED
Shares20 from 13
Change+7 (+54%)
Value$3.2K (+$764)
Filed 2026-10-22
Hara Capital LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$3.2K (-$563)
Filed 2026-10-30
Bayban
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$3.7K ($0)
Filed 2026-11-05
Trifecta Capital Advisors, LLC
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$3.1K (-$535)
Filed 2026-10-21
Decker Retirement Planning Inc.
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$2.9K (-$507)
Filed 2026-10-19
Bfsg, LLC
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$2.9K (-$507)
Filed 2026-10-30
Caitong International Asset Management Co., Ltd
NEW
Shares17
Change+17
Value$2.7K
Filed 2026-10-29
Toth Financial Advisory Corp
DECREASED
Shares15 from 37
Change-22 (-59%)
Value$2.4K (-$4.6K)
Filed 2026-10-08
Coston, McIsaac & Partners
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$2.4K (+$2.4K)
Filed 2026-11-06
Union Savings Bank
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$2.4K (-$422)
Filed 2026-10-14
Inspire Investing, LLC
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$2.3K (-$381)
Filed 2026-10-22
Elevation Wealth Partners, LLC
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$2.3K (-$394)
Filed 2026-10-07
Godsey & Gibb, Inc
NEW
Shares13
Change+13
Value$2.1K
Filed 2026-10-14
Cedar Mountain Advisors, LLC
DECREASED
Shares13 from 19
Change-6 (-32%)
Value$2.1K (-$1.5K)
Filed 2026-10-15
Noble Wealth Management PBC
INCREASED
Shares13 from 7
Change+6 (+86%)
Value$2.1K (+$772)
Filed 2026-10-01
Bernzott Capital Advisors
NEW
Shares12
Change+12
Value$1.9K
Filed 2026-10-29
Wealth Enhancement Trust Services, Inc.
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$1.9K (-$337)
Filed 2026-10-07
Transce3nd, LLC
NEW
Shares10
Change+10
Value$1.7K
Filed 2026-10-26
Bullock Wealth Management Group
NEW
Shares10
Change+10
Value$1.6K
Filed 2026-10-09
CFG Wealth Management Services, Inc.
NEW
Shares10
Change+10
Value$1.6K
Filed 2026-10-21
Gold Investment Management Ltd.
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$1.6K (-$281)
Filed 2026-10-19
Mosley Wealth Management
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$1.7K (-$229)
Filed 2026-10-16
IFS Advisors, LLC
NEW
Shares6
Change+6
Value$968
Filed 2026-10-14
Richardson Financial Services Inc.
DECREASED
Shares6 from 677
Change-671 (-99%)
Value$969 (-$127.4K)
Filed 2026-10-30
Fortitude Family Office, LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$969 (-$169)
Filed 2026-10-14
StrongBox Wealth, LLC
NEW
Shares5
Change+5
Value$807
Filed 2026-11-02
Darwin Wealth Management, LLC
INCREASED
Shares5 from 1
Change+4 (+400%)
Value$808 (+$480)
Filed 2026-11-09
Trust Co
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$807 (-$141)
Filed 2026-10-09
Ashurst Perkins Coie Trust Co
NEW
Shares4
Change+4
Value$645
Filed 2026-10-15
Fortis Group Advisors, LLC
NEW
Shares3
Change+3
Value$484
Filed 2026-11-06
Fairway Wealth LLC
NEW
Shares2
Change+2
Value$323
Filed 2026-10-30
DekaBank Deutsche Girozentrale
CLOSED
Shares0 from 3,783,927
Change-3,783,927 (-100%)
Value$0 (-$732.0K)
Filed 2026-10-27
Heirloom Wealth Management
CLOSED
Shares0 from 68,151
Change-68,151 (-100%)
Value$0 (-$12.9M)
Filed 2026-10-14
Simplify Asset Management Inc.
CLOSED
Shares0 from 34,188
Change-34,188 (-100%)
Value$0 (-$6.5M)
Filed 2026-10-27
Sivik Global Healthcare LLC
CLOSED
Shares0 from 20,000
Change-20,000 (-100%)
Value$0 (-$3.9K)
Filed 2026-10-13
Cadent Capital Advisors, LLC
CLOSED
Shares0 from 10,077
Change-10,077 (-100%)
Value$0 (-$1.9M)
Filed 2026-10-09
Advisory Resource Group
CLOSED
Shares0 from 6,819
Change-6,819 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-26
Lmcg Investments, LLC
CLOSED
Shares0 from 5,258
Change-5,258 (-100%)
Value$0 (-$997.0K)
Filed 2026-10-21
Central Pacific Bank - Trust Division
CLOSED
Shares0 from 5,179
Change-5,179 (-100%)
Value$0 (-$982.0K)
Filed 2026-10-06
Sageworth Trust Co
CLOSED
Shares0 from 4,858
Change-4,858 (-100%)
Value$0 (-$921.2K)
Filed 2026-10-30
Westover Capital Advisors, LLC
CLOSED
Shares0 from 4,458
Change-4,458 (-100%)
Value$0 (-$845.3K)
Filed 2026-10-26
Presilium Private Wealth, LLC
CLOSED
Shares0 from 4,342
Change-4,342 (-100%)
Value$0 (-$823.4K)
Filed 2026-10-26
Ldic Inc.
CLOSED
Shares0 from 4,212
Change-4,212 (-100%)
Value$0 (-$798.7K)
Filed 2026-10-14
Accuvest Global Advisors
CLOSED
Shares0 from 4,006
Change-4,006 (-100%)
Value$0 (-$749.0K)
Filed 2026-11-04
SFE Investment Counsel
CLOSED
Shares0 from 3,826
Change-3,826 (-100%)
Value$0 (-$725.5K)
Filed 2026-10-29
Providence First Trust Co
CLOSED
Shares0 from 3,092
Change-3,092 (-100%)
Value$0 (-$583.3K)
Filed 2026-11-02
Ninety One SA (PTY) Ltd
CLOSED
Shares0 from 2,963
Change-2,963 (-100%)
Value$0 (-$554.5K)
Filed 2026-10-15
Csenge Advisory Group
CLOSED
Shares0 from 2,853
Change-2,853 (-100%)
Value$0 (-$540.3K)
Filed 2026-11-04
Avity Investment Management Inc.
CLOSED
Shares0 from 2,635
Change-2,635 (-100%)
Value$0 (-$499.6K)
Filed 2026-10-09
Braeburn Wealth Management LLC
CLOSED
Shares0 from 2,343
Change-2,343 (-100%)
Value$0 (-$444.3K)
Filed 2026-10-15
Capital Asset Advisory Services LLC
CLOSED
Shares0 from 2,184
Change-2,184 (-100%)
Value$0 (-$414.1K)
Filed 2026-10-30
StoneX Group Inc.
CLOSED
Shares0 from 1,995
Change-1,995 (-100%)
Value$0 (-$377.0K)
Filed 2026-11-03
Cordatus Wealth Management LLC
CLOSED
Shares0 from 1,920
Change-1,920 (-100%)
Value$0 (-$364.0K)
Filed 2026-10-19
PFG Advisors
CLOSED
Shares0 from 1,713
Change-1,713 (-100%)
Value$0 (-$324.8K)
Filed 2026-10-16
Impact Capital Partners LLC
CLOSED
Shares0 from 1,705
Change-1,705 (-100%)
Value$0 (-$323.3K)
Filed 2026-10-22
SmartHarvest Portfolios, LLC
CLOSED
Shares0 from 1,666
Change-1,666 (-100%)
Value$0 (-$315.8K)
Filed 2026-10-26
Veracity Capital LLC
CLOSED
Shares0 from 1,623
Change-1,623 (-100%)
Value$0 (-$307.8K)
Filed 2026-10-08
Carret Asset Management, LLC
CLOSED
Shares0 from 1,600
Change-1,600 (-100%)
Value$0 (-$303.4K)
Filed 2026-11-04
Resonant Capital Advisors, LLC
CLOSED
Shares0 from 1,566
Change-1,566 (-100%)
Value$0 (-$296.9K)
Filed 2026-10-15
Endeavor Private Wealth, Inc.
CLOSED
Shares0 from 1,541
Change-1,541 (-100%)
Value$0 (-$292.3K)
Filed 2026-11-05
Genesis Private Wealth, LLC
CLOSED
Shares0 from 1,524
Change-1,524 (-100%)
Value$0 (-$289.0K)
Filed 2026-11-02
Lantz Financial LLC
CLOSED
Shares0 from 1,467
Change-1,467 (-100%)
Value$0 (-$278.2K)
Filed 2026-10-15
Antipodes Partners Ltd
CLOSED
Shares0 from 1,466
Change-1,466 (-100%)
Value$0 (-$274.4K)
Filed 2026-11-05
Granite Group Advisors, LLC
CLOSED
Shares0 from 1,430
Change-1,430 (-100%)
Value$0 (-$271.2K)
Filed 2026-10-14
Childress Capital Advisors, LLC
CLOSED
Shares0 from 1,418
Change-1,418 (-100%)
Value$0 (-$268.9K)
Filed 2026-10-28
MBL Wealth, LLC
CLOSED
Shares0 from 1,376
Change-1,376 (-100%)
Value$0 (-$260.9K)
Filed 2026-10-22
Revolve Wealth Partners, LLC
CLOSED
Shares0 from 1,337
Change-1,337 (-100%)
Value$0 (-$253.5K)
Filed 2026-10-23
LifeGuide Financial Advisors, LLC
CLOSED
Shares0 from 1,328
Change-1,328 (-100%)
Value$0 (-$251.8K)
Filed 2026-10-20
Kestra Investment Management, LLC
CLOSED
Shares0 from 1,295
Change-1,295 (-100%)
Value$0 (-$245.6K)
Filed 2026-11-04
Earned Wealth Advisors, LLC
CLOSED
Shares0 from 1,288
Change-1,288 (-100%)
Value$0 (-$244.3K)
Filed 2026-11-06
Legacy Advisors, LLC
CLOSED
Shares0 from 1,283
Change-1,283 (-100%)
Value$0 (-$242.7K)
Filed 2026-10-19
Cornerstone Wealth Group, LLC
CLOSED
Shares0 from 1,246
Change-1,246 (-100%)
Value$0 (-$236.2K)
Filed 2026-11-02
RFG Advisory, LLC
CLOSED
Shares0 from 1,237
Change-1,237 (-100%)
Value$0 (-$234.6K)
Filed 2026-11-03
4J Wealth Management LLC
CLOSED
Shares0 from 1,236
Change-1,236 (-100%)
Value$0 (-$234.4K)
Filed 2026-11-02
Garner Asset Management Corp
CLOSED
Shares0 from 1,235
Change-1,235 (-100%)
Value$0 (-$234.2K)
Filed 2026-10-30
Ledyard National Bank
CLOSED
Shares0 from 1,229
Change-1,229 (-100%)
Value$0 (-$233.0K)
Filed 2026-10-21
Quadrant Private Wealth Management, LLC
CLOSED
Shares0 from 1,224
Change-1,224 (-100%)
Value$0 (-$232.1K)
Filed 2026-11-04
Abacus Planning Group, Inc.
CLOSED
Shares0 from 1,223
Change-1,223 (-100%)
Value$0 (-$231.9K)
Filed 2026-11-02
Portfolio Design Labs, LLC
CLOSED
Shares0 from 1,220
Change-1,220 (-100%)
Value$0 (-$231.4K)
Filed 2026-11-04
Cowa, LLC
CLOSED
Shares0 from 1,218
Change-1,218 (-100%)
Value$0 (-$231.0K)
Filed 2026-10-30
KFA Private Wealth Group, LLC
CLOSED
Shares0 from 1,212
Change-1,212 (-100%)
Value$0 (-$230.0K)
Filed 2026-10-07
Davidson Trust Co
CLOSED
Shares0 from 1,211
Change-1,211 (-100%)
Value$0 (-$229.5K)
Filed 2026-10-09
Bedel Financial Consulting, Inc.
CLOSED
Shares0 from 1,200
Change-1,200 (-100%)
Value$0 (-$227.5K)
Filed 2026-11-06
Wealth Alliance Advisory Group, LLC
CLOSED
Shares0 from 1,200
Change-1,200 (-100%)
Value$0 (-$227.5K)
Filed 2026-10-14
Perpetual Ltd
CLOSED
Shares0 from 1,191
Change-1,191 (-100%)
Value$0 (-$225.8K)
Filed 2026-10-13
Seed Wealth Management, Inc.
CLOSED
Shares0 from 1,170
Change-1,170 (-100%)
Value$0 (-$221.9K)
Filed 2026-10-20
Acorn Creek Capital LLC
CLOSED
Shares0 from 1,162
Change-1,162 (-100%)
Value$0 (-$220.3K)
Filed 2026-11-05
Catalyst Financial Partners LLC
CLOSED
Shares0 from 1,158
Change-1,158 (-100%)
Value$0 (-$219.6K)
Filed 2026-11-06
Summit Wealth Group LLC / Co
CLOSED
Shares0 from 1,149
Change-1,149 (-100%)
Value$0 (-$217.9K)
Filed 2026-10-29
Balboa Wealth Partners
CLOSED
Shares0 from 1,141
Change-1,141 (-100%)
Value$0 (-$216.4K)
Filed 2026-10-20
bLong Financial, LLC
CLOSED
Shares0 from 1,138
Change-1,138 (-100%)
Value$0 (-$215.8K)
Filed 2026-10-29
Advus Financial Partners, LLC
CLOSED
Shares0 from 1,123
Change-1,123 (-100%)
Value$0 (-$212.9K)
Filed 2026-10-20
Plan Group Financial, LLC
CLOSED
Shares0 from 1,121
Change-1,121 (-100%)
Value$0 (-$212.6K)
Filed 2026-10-22
Seelaus Asset Management LLC
CLOSED
Shares0 from 1,120
Change-1,120 (-100%)
Value$0 (-$211.5K)
Filed 2026-10-14
Belpointe Asset Management LLC
CLOSED
Shares0 from 1,119
Change-1,119 (-100%)
Value$0 (-$212.2K)
Filed 2026-11-09
Compass Ion Advisors, LLC
CLOSED
Shares0 from 1,110
Change-1,110 (-100%)
Value$0 (-$210.5K)
Filed 2026-10-23
Blvd Private Wealth, LLC
CLOSED
Shares0 from 1,110
Change-1,110 (-100%)
Value$0 (-$210.5K)
Filed 2026-10-14
BIP Wealth, LLC
CLOSED
Shares0 from 1,106
Change-1,106 (-100%)
Value$0 (-$209.8K)
Filed 2026-10-22
Investment Management Trust, LLC
CLOSED
Shares0 from 1,096
Change-1,096 (-100%)
Value$0 (-$207.8K)
Filed 2026-11-05
MPS Loria Financial Planners, LLC
CLOSED
Shares0 from 1,070
Change-1,070 (-100%)
Value$0 (-$202.9K)
Filed 2026-10-14
Avid Wealth Partners LLC
CLOSED
Shares0 from 1,068
Change-1,068 (-100%)
Value$0 (-$202.5K)
Filed 2026-11-03
Hidden Cove Wealth Management, LLC
CLOSED
Shares0 from 1,065
Change-1,065 (-100%)
Value$0 (-$201.9K)
Filed 2026-10-19
Providence Wealth Advisors, LLC
CLOSED
Shares0 from 1,047
Change-1,047 (-100%)
Value$0 (-$204.9K)
Filed 2026-10-29
Salem Investment Counselors Inc
CLOSED
Shares0 from 1,022
Change-1,022 (-100%)
Value$0 (-$193.8K)
Filed 2026-10-13
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 896
Change-896 (-100%)
Value$0 (-$169.9K)
Filed 2026-10-14
Cornerstone Planning Group LLC
CLOSED
Shares0 from 477
Change-477 (-100%)
Value$0 (-$80.9K)
Filed 2026-10-16
Heritage Wealth Advisors
CLOSED
Shares0 from 357
Change-357 (-100%)
Value$0 (-$67.7K)
Filed 2026-11-09
Kozak & Associates, Inc.
CLOSED
Shares0 from 253
Change-253 (-100%)
Value$0 (-$46.5K)
Filed 2026-10-29
Wellington Grp LLC
CLOSED
Shares0 from 225
Change-225 (-100%)
Value$0 (-$44.4K)
Filed 2026-11-06
FNY Investment Advisers, LLC
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$2.8K)
Filed 2026-10-16
Atlatl Advisers LLC
CLOSED
Shares0 from 191
Change-191 (-100%)
Value$0 (-$36.2K)
Filed 2026-10-22
Raleigh Capital Management Inc.
CLOSED
Shares0 from 184
Change-184 (-100%)
Value$0 (-$34.9K)
Filed 2026-10-28
Whipplewood Advisors, LLC
CLOSED
Shares0 from 149
Change-149 (-100%)
Value$0 (-$28.3K)
Filed 2026-10-20
Park Place Capital Corp
CLOSED
Shares0 from 140
Change-140 (-100%)
Value$0 (-$26.5K)
Filed 2026-11-09
Robinswood Financial LLC
CLOSED
Shares0 from 109
Change-109 (-100%)
Value$0 (-$20.7K)
Filed 2026-10-20
MCF Advisors LLC
CLOSED
Shares0 from 75
Change-75 (-100%)
Value$0 (-$14.2K)
Filed 2026-10-28
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 47
Change-47 (-100%)
Value$0 (-$8.9K)
Filed 2026-11-04
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 47
Change-47 (-100%)
Value$0 (-$8.9K)
Filed 2026-10-26
Peterson Wealth Services
CLOSED
Shares0 from 42
Change-42 (-100%)
Value$0 (-$8.0K)
Filed 2026-10-26
Stone House Investment Management, LLC
CLOSED
Shares0 from 39
Change-39 (-100%)
Value$0 (-$7.4K)
Filed 2026-10-23
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 34
Change-34 (-100%)
Value$0 (-$6.4K)
Filed 2026-10-26
LifeSteps Financial, Inc.
CLOSED
Shares0 from 29
Change-29 (-100%)
Value$0 (-$5.5K)
Filed 2026-10-15
City Holding Co
CLOSED
Shares0 from 28
Change-28 (-100%)
Value$0 (-$5.3K)
Filed 2026-10-19
Hager Investment Management Services, LLC
CLOSED
Shares0 from 24
Change-24 (-100%)
Value$0 (-$4.6K)
Filed 2026-11-04
Coastline Trust Co
CLOSED
Shares0 from 21
Change-21 (-100%)
Value$0 (-$4.0K)
Filed 2026-10-01
Halbert Hargrove Global Advisors, LLC
CLOSED
Shares0 from 21
Change-21 (-100%)
Value$0 (-$4.1K)
Filed 2026-10-16
Creative Capital Management Investments LLC
CLOSED
Shares0 from 21
Change-21 (-100%)
Value$0 (-$4.0K)
Filed 2026-10-28
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 20
Change-20 (-100%)
Value$0 (-$3.8K)
Filed 2026-10-29
DT Investment Partners, LLC
CLOSED
Shares0 from 20
Change-20 (-100%)
Value$0 (-$3.8K)
Filed 2026-10-27
Essential Partners LLC
CLOSED
Shares0 from 17
Change-17 (-100%)
Value$0 (-$3.2K)
Filed 2026-10-14
CKW Financial Group
CLOSED
Shares0 from 12
Change-12 (-100%)
Value$0 (-$2)
Filed 2026-10-29
Solstein Capital, LLC
CLOSED
Shares0 from 9
Change-9 (-100%)
Value$0 (-$1.7K)
Filed 2026-11-02
Sunrise Financial Services, LLC
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$758)
Filed 2026-10-21
Horizon Financial Services, LLC
DECREASED
Shares0 from 16
Change-16 (-100%)
Value$0 (-$3.0K)
Filed 2026-11-04
Investor AB
N/A
Shares— from 51,587,810
Change-51,587,810 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 45,386,190
Change-45,386,190 (-100%)
Value—
Capital International Investors
N/A
Shares— from 34,576,070
Change-34,576,070 (-100%)
Value—
Norges Bank
N/A
Shares— from 33,864,172
Change-33,864,172 (-100%)
Value—
Capital World Investors
N/A
Shares— from 30,075,134
Change-30,075,134 (-100%)
Value—
FMR LLC
N/A
Shares— from 28,895,264
Change-28,895,264 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 28,537,243
Change-28,537,243 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 25,750,245
Change-25,750,245 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 19,204,823
Change-19,204,823 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 18,712,920
Change-18,712,920 (-100%)
Value—
Primecap Management Co
N/A
Shares— from 18,095,178
Change-18,095,178 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 17,690,462
Change-17,690,462 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 16,616,629
Change-16,616,629 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 16,511,727
Change-16,511,727 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 13,291,085
Change-13,291,085 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 11,866,013
Change-11,866,013 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 11,720,479
Change-11,720,479 (-100%)
Value—
Aviva PLC
N/A
Shares— from 10,899,700
Change-10,899,700 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 10,427,503
Change-10,427,503 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 10,177,013
Change-10,177,013 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 10,161,026
Change-10,161,026 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 9,742,396
Change-9,742,396 (-100%)
Value—
Causeway Capital Management LLC
N/A
Shares— from 9,357,390
Change-9,357,390 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 7,979,150
Change-7,979,150 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 7,859,306
Change-7,859,306 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 7,536,227
Change-7,536,227 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 7,183,115
Change-7,183,115 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 6,690,300
Change-6,690,300 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 6,095,430
Change-6,095,430 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 5,934,315
Change-5,934,315 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 5,307,020
Change-5,307,020 (-100%)
Value—
UBS Group AG
N/A
Shares— from 5,297,462
Change-5,297,462 (-100%)
Value—
Caisse DES Depots ET Consignations
N/A
Shares— from 5,034,088
Change-5,034,088 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 5,021,518
Change-5,021,518 (-100%)
Value—
FIL Ltd
N/A
Shares— from 4,492,612
Change-4,492,612 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 4,345,439
Change-4,345,439 (-100%)
Value—
Capital Research Global Investors
N/A
Shares— from 4,197,587
Change-4,197,587 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 3,772,997
Change-3,772,997 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 3,694,158
Change-3,694,158 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 3,673,390
Change-3,673,390 (-100%)
Value—
Boston Partners
N/A
Shares— from 3,177,627
Change-3,177,627 (-100%)
Value—
Thornburg Investment Management Inc
N/A
Shares— from 2,891,426
Change-2,891,426 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 2,746,590
Change-2,746,590 (-100%)
Value—
Holocene Advisors, LP
N/A
Shares— from 2,429,349
Change-2,429,349 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 2,409,624
Change-2,409,624 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 2,332,566
Change-2,332,566 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 2,306,344
Change-2,306,344 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 2,281,431
Change-2,281,431 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 2,237,205
Change-2,237,205 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 2,169,622
Change-2,169,622 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 1,994,378
Change-1,994,378 (-100%)
Value—
LGT Group Foundation
N/A
Shares— from 1,980,315
Change-1,980,315 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 1,978,508
Change-1,978,508 (-100%)
Value—
Capital International, Inc.
N/A
Shares— from 1,949,177
Change-1,949,177 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 1,878,727
Change-1,878,727 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,670,876
Change-1,670,876 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 1,621,109
Change-1,621,109 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,596,427
Change-1,596,427 (-100%)
Value—
ABN Amro Bank N.V.
N/A
Shares— from 1,592,396
Change-1,592,396 (-100%)
Value—
Liontrust Investment Partners LLP
N/A
Shares— from 1,586,940
Change-1,586,940 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 1,526,363
Change-1,526,363 (-100%)
Value—
Intesa Sanpaolo S.p.A.
N/A
Shares— from 1,469,097
Change-1,469,097 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 1,463,843
Change-1,463,843 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 1,347,313
Change-1,347,313 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 1,320,358
Change-1,320,358 (-100%)
Value—
WCM Investment Management, LLC
N/A
Shares— from 1,310,660
Change-1,310,660 (-100%)
Value—
Polar Capital Holdings Plc
N/A
Shares— from 1,247,549
Change-1,247,549 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 1,242,006
Change-1,242,006 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 1,233,595
Change-1,233,595 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 1,215,636
Change-1,215,636 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 1,186,481
Change-1,186,481 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 1,094,593
Change-1,094,593 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 1,070,570
Change-1,070,570 (-100%)
Value—
Capital International Sarl
N/A
Shares— from 996,566
Change-996,566 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 970,043
Change-970,043 (-100%)
Value—
Orbimed Advisors LLC
N/A
Shares— from 915,700
Change-915,700 (-100%)
Value—
Saturna Capital Corp
N/A
Shares— from 911,933
Change-911,933 (-100%)
Value—
Groupama Asset Managment
N/A
Shares— from 873,930
Change-873,930 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 841,164
Change-841,164 (-100%)
Value—
Groupe la Francaise
N/A
Shares— from 810,732
Change-810,732 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 769,786
Change-769,786 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 711,547
Change-711,547 (-100%)
Value—
Crawford Investment Counsel Inc
N/A
Shares— from 708,224
Change-708,224 (-100%)
Value—
Man Group plc
N/A
Shares— from 683,112
Change-683,112 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 670,847
Change-670,847 (-100%)
Value—
Jennison Associates LLC
N/A
Shares— from 666,497
Change-666,497 (-100%)
Value—
Pggm Investments
N/A
Shares— from 645,456
Change-645,456 (-100%)
Value—
Zurich Insurance Group Ltd
N/A
Shares— from 621,907
Change-621,907 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 608,068
Change-608,068 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 581,913
Change-581,913 (-100%)
Value—
Dnca Finance
N/A
Shares— from 581,859
Change-581,859 (-100%)
Value—
Farallon Capital Management, L.L.C.
N/A
Shares— from 574,000
Change-574,000 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 572,746
Change-572,746 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 571,987
Change-571,987 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 558,835
Change-558,835 (-100%)
Value—
Andra Ap-fonden
N/A
Shares— from 526,714
Change-526,714 (-100%)
Value—
Capital International LTD
N/A
Shares— from 506,085
Change-506,085 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 475,058
Change-475,058 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 467,619
Change-467,619 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 455,278
Change-455,278 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 450,644
Change-450,644 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 450,083
Change-450,083 (-100%)
Value—
Vestal Point Capital, LP
N/A
Shares— from 450,000
Change-450,000 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 447,620
Change-447,620 (-100%)
Value—
Harding Loevner LP
N/A
Shares— from 442,676
Change-442,676 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 411,773
Change-411,773 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 400,938
Change-400,938 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 384,328
Change-384,328 (-100%)
Value—
Harvest Portfolios Group Inc.
N/A
Shares— from 380,770
Change-380,770 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 375,473
Change-375,473 (-100%)
Value—
BLI - Banque de Luxembourg Investments
N/A
Shares— from 370,958
Change-370,958 (-100%)
Value—
Artisan Partners Limited Partnership
N/A
Shares— from 368,074
Change-368,074 (-100%)
Value—
EFG International AG
N/A
Shares— from 343,663
Change-343,663 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 329,087
Change-329,087 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 318,625
Change-318,625 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 292,315
Change-292,315 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 288,247
Change-288,247 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 266,543
Change-266,543 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 264,383
Change-264,383 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 261,104
Change-261,104 (-100%)
Value—
State Street Corp
N/A
Shares— from 259,116
Change-259,116 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 255,043
Change-255,043 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 248,108
Change-248,108 (-100%)
Value—
Skandinaviska Enskilda Banken AB (publ)
N/A
Shares— from 226,042
Change-226,042 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 226,011
Change-226,011 (-100%)
Value—
Capital Wealth Planning, LLC
N/A
Shares— from 215,993
Change-215,993 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 214,655
Change-214,655 (-100%)
Value—
NatWest Group plc
N/A
Shares— from 210,470
Change-210,470 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 209,951
Change-209,951 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 199,187
Change-199,187 (-100%)
Value—
Main Street Research LLC
N/A
Shares— from 197,417
Change-197,417 (-100%)
Value—
Glenview Capital Management, LLC
N/A
Shares— from 184,279
Change-184,279 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 177,196
Change-177,196 (-100%)
Value—
Guardian Capital LP
N/A
Shares— from 177,185
Change-177,185 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 176,512
Change-176,512 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 171,254
Change-171,254 (-100%)
Value—
Prudential PLC
N/A
Shares— from 170,573
Change-170,573 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 157,534
Change-157,534 (-100%)
Value—
Epoch Investment Partners, Inc.
N/A
Shares— from 157,316
Change-157,316 (-100%)
Value—
Rhenman & Partners Asset Management AB
N/A
Shares— from 151,500
Change-151,500 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 149,538
Change-149,538 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 142,906
Change-142,906 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 142,573
Change-142,573 (-100%)
Value—
LGT Fund Management Co Ltd.
N/A
Shares— from 139,758
Change-139,758 (-100%)
Value—
Fred Alger Management, LLC
N/A
Shares— from 138,797
Change-138,797 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 134,149
Change-134,149 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 134,020
Change-134,020 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 129,156
Change-129,156 (-100%)
Value—
Martin Investment Management, LLC
N/A
Shares— from 126,555
Change-126,555 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 125,385
Change-125,385 (-100%)
Value—
Cumberland Partners Ltd
N/A
Shares— from 121,834
Change-121,834 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 120,764
Change-120,764 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 120,191
Change-120,191 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 120,123
Change-120,123 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 119,992
Change-119,992 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 119,910
Change-119,910 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 119,233
Change-119,233 (-100%)
Value—
Foresight Global Investors, Inc.
N/A
Shares— from 118,844
Change-118,844 (-100%)
Value—
Capital Group Investment Management Pte. Ltd.
N/A
Shares— from 106,664
Change-106,664 (-100%)
Value—
Osmosis Investment Management UK Ltd
N/A
Shares— from 105,982
Change-105,982 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 105,760
Change-105,760 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 100,747
Change-100,747 (-100%)
Value—
&partners
N/A
Shares— from 99,983
Change-99,983 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 99,154
Change-99,154 (-100%)
Value—
Artia Global Partners LP
N/A
Shares— from 98,376
Change-98,376 (-100%)
Value—
Blair William & Co
N/A
Shares— from 96,681
Change-96,681 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 95,936
Change-95,936 (-100%)
Value—
Salt Holding Corp.
N/A
Shares— from 93,250
Change-93,250 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 90,150
Change-90,150 (-100%)
Value—
SIH Partners, Lllp
N/A
Shares— from 89,209
Change-89,209 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 89,022
Change-89,022 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 88,890
Change-88,890 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 86,627
Change-86,627 (-100%)
Value—
Edentree Asset Management Ltd
N/A
Shares— from 86,484
Change-86,484 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 85,578
Change-85,578 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 84,223
Change-84,223 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 81,265
Change-81,265 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 81,017
Change-81,017 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 80,917
Change-80,917 (-100%)
Value—
Ossiam
N/A
Shares— from 80,256
Change-80,256 (-100%)
Value—
Allianz SE
N/A
Shares— from 79,986
Change-79,986 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 77,194
Change-77,194 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 73,904
Change-73,904 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 72,990
Change-72,990 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 72,854
Change-72,854 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 72,561
Change-72,561 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 69,688
Change-69,688 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 68,181
Change-68,181 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 67,255
Change-67,255 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 66,628
Change-66,628 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 66,437
Change-66,437 (-100%)
Value—
Parkwood LLC
N/A
Shares— from 64,809
Change-64,809 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 64,305
Change-64,305 (-100%)
Value—
Lord, Abbett & Co. LLC
N/A
Shares— from 64,127
Change-64,127 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 63,714
Change-63,714 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 62,992
Change-62,992 (-100%)
Value—
DJE Kapital AG
N/A
Shares— from 62,650
Change-62,650 (-100%)
Value—
Sphera Funds Management Ltd.
N/A
Shares— from 62,530
Change-62,530 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 60,478
Change-60,478 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 60,462
Change-60,462 (-100%)
Value—
Zevin Asset Management LLC
N/A
Shares— from 58,678
Change-58,678 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 57,300
Change-57,300 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 56,459
Change-56,459 (-100%)
Value—
Dodge & COX
N/A
Shares— from 55,949
Change-55,949 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 54,111
Change-54,111 (-100%)
Value—
Stephens Inc
N/A
Shares— from 53,960
Change-53,960 (-100%)
Value—
Hilton Capital Management, LLC
N/A
Shares— from 53,609
Change-53,609 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 51,702
Change-51,702 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 51,065
Change-51,065 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 49,857
Change-49,857 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 48,924
Change-48,924 (-100%)
Value—
Platinum Investment Management LTD
N/A
Shares— from 48,088
Change-48,088 (-100%)
Value—
Bamco Inc
N/A
Shares— from 47,835
Change-47,835 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 47,532
Change-47,532 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 46,633
Change-46,633 (-100%)
Value—
GQG Partners LLC
N/A
Shares— from 45,569
Change-45,569 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 45,390
Change-45,390 (-100%)
Value—
Catalyst Funds Management Pty Ltd
N/A
Shares— from 44,699
Change-44,699 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 43,416
Change-43,416 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 42,309
Change-42,309 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 42,193
Change-42,193 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 40,408
Change-40,408 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 39,644
Change-39,644 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 39,462
Change-39,462 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 39,379
Change-39,379 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 38,241
Change-38,241 (-100%)
Value—
S&CO Inc
N/A
Shares— from 37,990
Change-37,990 (-100%)
Value—
Caption Management, LLC
N/A
Shares— from 34,800
Change-34,800 (-100%)
Value—
Axiom Investors LLC
N/A
Shares— from 34,746
Change-34,746 (-100%)
Value—
Te Ahumairangi Investment Management Ltd
N/A
Shares— from 34,479
Change-34,479 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 33,467
Change-33,467 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 33,124
Change-33,124 (-100%)
Value—
RNC Capital Management LLC
N/A
Shares— from 32,535
Change-32,535 (-100%)
Value—
Timber Creek Capital Management LLC
N/A
Shares— from 32,445
Change-32,445 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 32,151
Change-32,151 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 31,841
Change-31,841 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 31,394
Change-31,394 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 31,205
Change-31,205 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 30,398
Change-30,398 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 30,381
Change-30,381 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 30,192
Change-30,192 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 29,772
Change-29,772 (-100%)
Value—
Kennedy Capital Management LLC
N/A
Shares— from 29,684
Change-29,684 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 29,529
Change-29,529 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 29,025
Change-29,025 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 29,019
Change-29,019 (-100%)
Value—
Westerkirk Capital Inc.
N/A
Shares— from 28,729
Change-28,729 (-100%)
Value—
Aimz Investment Advisors, LLC
N/A
Shares— from 27,221
Change-27,221 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 27,067
Change-27,067 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 26,549
Change-26,549 (-100%)
Value—
Morton Community Bank
N/A
Shares— from 26,094
Change-26,094 (-100%)
Value—
Aperture Investors, LLC
N/A
Shares— from 25,856
Change-25,856 (-100%)
Value—
NWI Management LP
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
Aviso Financial Inc.
N/A
Shares— from 24,969
Change-24,969 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 24,346
Change-24,346 (-100%)
Value—
Seascape Capital Management
N/A
Shares— from 24,305
Change-24,305 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 23,711
Change-23,711 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 23,684
Change-23,684 (-100%)
Value—
Clayton Partners LLC
N/A
Shares— from 23,212
Change-23,212 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 22,836
Change-22,836 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 22,766
Change-22,766 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 22,135
Change-22,135 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 21,789
Change-21,789 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 21,638
Change-21,638 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 21,310
Change-21,310 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 21,280
Change-21,280 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 20,986
Change-20,986 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 20,928
Change-20,928 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 20,571
Change-20,571 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 20,324
Change-20,324 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 20,152
Change-20,152 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 20,071
Change-20,071 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 19,747
Change-19,747 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 19,651
Change-19,651 (-100%)
Value—
Opal Capital LLC
N/A
Shares— from 18,998
Change-18,998 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 18,885
Change-18,885 (-100%)
Value—
Polen Capital Management LLC
N/A
Shares— from 18,621
Change-18,621 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 18,550
Change-18,550 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 17,965
Change-17,965 (-100%)
Value—
Bank OZK
N/A
Shares— from 17,099
Change-17,099 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 16,731
Change-16,731 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 16,641
Change-16,641 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 16,631
Change-16,631 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 16,531
Change-16,531 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 16,476
Change-16,476 (-100%)
Value—
SWP Investment Management LLC
N/A
Shares— from 16,095
Change-16,095 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 16,055
Change-16,055 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 15,650
Change-15,650 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 15,503
Change-15,503 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 15,425
Change-15,425 (-100%)
Value—
Commerce Bank
N/A
Shares— from 14,538
Change-14,538 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 14,174
Change-14,174 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 13,600
Change-13,600 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 13,514
Change-13,514 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 13,117
Change-13,117 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 13,070
Change-13,070 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 13,024
Change-13,024 (-100%)
Value—
Vaughan Nelson Investment Management, L.P.
N/A
Shares— from 12,975
Change-12,975 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 12,704
Change-12,704 (-100%)
Value—
Aurora Investment Counsel
N/A
Shares— from 12,616
Change-12,616 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 12,068
Change-12,068 (-100%)
Value—
Exome Asset Management LLC
N/A
Shares— from 12,045
Change-12,045 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 11,579
Change-11,579 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 11,190
Change-11,190 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 10,654
Change-10,654 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 10,593
Change-10,593 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 10,586
Change-10,586 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 10,439
Change-10,439 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 10,427
Change-10,427 (-100%)
Value—
Potomac Fund Management Inc
N/A
Shares— from 10,398
Change-10,398 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 10,398
Change-10,398 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 10,395
Change-10,395 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 10,388
Change-10,388 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 10,334
Change-10,334 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 10,283
Change-10,283 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 10,283
Change-10,283 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 9,648
Change-9,648 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 9,415
Change-9,415 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 9,155
Change-9,155 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 8,972
Change-8,972 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 8,968
Change-8,968 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 8,922
Change-8,922 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 8,766
Change-8,766 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 8,660
Change-8,660 (-100%)
Value—
Alaethes Wealth, LLC
N/A
Shares— from 8,340
Change-8,340 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 8,277
Change-8,277 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 8,087
Change-8,087 (-100%)
Value—
Marietta Investment Partners LLC
N/A
Shares— from 7,929
Change-7,929 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 7,518
Change-7,518 (-100%)
Value—
Lighthouse Investment Partners, LLC
N/A
Shares— from 7,381
Change-7,381 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 7,238
Change-7,238 (-100%)
Value—
Quantitative Investment Management, LLC
N/A
Shares— from 7,176
Change-7,176 (-100%)
Value—
SBI Okasan Asset Management Co.Ltd.
N/A
Shares— from 7,025
Change-7,025 (-100%)
Value—
Denali Advisors LLC
N/A
Shares— from 7,025
Change-7,025 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 6,845
Change-6,845 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 6,755
Change-6,755 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 6,735
Change-6,735 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 6,725
Change-6,725 (-100%)
Value—
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A
Shares— from 6,717
Change-6,717 (-100%)
Value—
Strategic Global Advisors, LLC
N/A
Shares— from 6,683
Change-6,683 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 6,666
Change-6,666 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 6,665
Change-6,665 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 6,659
Change-6,659 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 6,632
Change-6,632 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 6,545
Change-6,545 (-100%)
Value—
London Co of Virginia
N/A
Shares— from 6,470
Change-6,470 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 6,327
Change-6,327 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 6,171
Change-6,171 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 6,076
Change-6,076 (-100%)
Value—
Pekao Towarzystwo Funduszy Inwestycyjnych S.A.
N/A
Shares— from 6,063
Change-6,063 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 6,040
Change-6,040 (-100%)
Value—
Lionhunter Capital Management, LLC
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 5,983
Change-5,983 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 5,971
Change-5,971 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 5,942
Change-5,942 (-100%)
Value—
Employees Retirement System of Texas
N/A
Shares— from 5,872
Change-5,872 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 5,861
Change-5,861 (-100%)
Value—
Connable Office Inc
N/A
Shares— from 5,848
Change-5,848 (-100%)
Value—
Cinctive Capital Management LP
N/A
Shares— from 5,802
Change-5,802 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 5,778
Change-5,778 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 5,682
Change-5,682 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 5,605
Change-5,605 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 5,545
Change-5,545 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 5,513
Change-5,513 (-100%)
Value—
Hartford Funds Management Co LLC
N/A
Shares— from 5,435
Change-5,435 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 5,389
Change-5,389 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 5,388
Change-5,388 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 5,303
Change-5,303 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 5,268
Change-5,268 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 5,223
Change-5,223 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 5,015
Change-5,015 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 4,976
Change-4,976 (-100%)
Value—
Calydon Capital
N/A
Shares— from 4,923
Change-4,923 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 4,821
Change-4,821 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 4,762
Change-4,762 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 4,728
Change-4,728 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 4,702
Change-4,702 (-100%)
Value—
Baader Bank Aktiengesellschaft
N/A
Shares— from 4,699
Change-4,699 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 4,601
Change-4,601 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 4,595
Change-4,595 (-100%)
Value—
Saranac Partners Ltd
N/A
Shares— from 4,522
Change-4,522 (-100%)
Value—
Farringdon Capital, Ltd.
N/A
Shares— from 4,495
Change-4,495 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 4,469
Change-4,469 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 4,442
Change-4,442 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 4,338
Change-4,338 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 4,312
Change-4,312 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 4,287
Change-4,287 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 4,153
Change-4,153 (-100%)
Value—
Persistent Asset Partners Ltd
N/A
Shares— from 4,058
Change-4,058 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 4,027
Change-4,027 (-100%)
Value—
AR Asset Management Inc
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Driehaus Capital Management LLC
N/A
Shares— from 3,967
Change-3,967 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 3,909
Change-3,909 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 3,863
Change-3,863 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 3,851
Change-3,851 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 3,850
Change-3,850 (-100%)
Value—
FCA Corp
N/A
Shares— from 3,750
Change-3,750 (-100%)
Value—
MOR Wealth Management, LLC
N/A
Shares— from 3,709
Change-3,709 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 3,650
Change-3,650 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 3,637
Change-3,637 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 3,569
Change-3,569 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 3,554
Change-3,554 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 3,505
Change-3,505 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 3,495
Change-3,495 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 3,484
Change-3,484 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 3,468
Change-3,468 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 3,462
Change-3,462 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 3,434
Change-3,434 (-100%)
Value—
S Harris Financial Group, LLC
N/A
Shares— from 3,425
Change-3,425 (-100%)
Value—
Sagewood Asset Management LP
N/A
Shares— from 3,280
Change-3,280 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 3,264
Change-3,264 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 3,250
Change-3,250 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 3,235
Change-3,235 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 3,203
Change-3,203 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 3,152
Change-3,152 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 3,110
Change-3,110 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 3,042
Change-3,042 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 3,012
Change-3,012 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 2,985
Change-2,985 (-100%)
Value—
1248 Management, LLC
N/A
Shares— from 2,976
Change-2,976 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 2,947
Change-2,947 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 2,942
Change-2,942 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 2,894
Change-2,894 (-100%)
Value—
44 Wealth Management LLC
N/A
Shares— from 2,817
Change-2,817 (-100%)
Value—
EWA, LLC
N/A
Shares— from 2,740
Change-2,740 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 2,734
Change-2,734 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 2,725
Change-2,725 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 2,724
Change-2,724 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 2,691
Change-2,691 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 2,644
Change-2,644 (-100%)
Value—
Meadowbrook Advisors Group, LLC
N/A
Shares— from 2,633
Change-2,633 (-100%)
Value—
Mosaic Financial Group, LLC
N/A
Shares— from 2,601
Change-2,601 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 2,581
Change-2,581 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 2,548
Change-2,548 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 2,504
Change-2,504 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 2,475
Change-2,475 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 2,426
Change-2,426 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 2,396
Change-2,396 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 2,373
Change-2,373 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 2,371
Change-2,371 (-100%)
Value—
Hamilton Wealth, LLC
N/A
Shares— from 2,329
Change-2,329 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 2,288
Change-2,288 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 2,270
Change-2,270 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 2,254
Change-2,254 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 2,207
Change-2,207 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 2,187
Change-2,187 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 2,170
Change-2,170 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 2,142
Change-2,142 (-100%)
Value—
Widmann Financial Services, Inc.
N/A
Shares— from 2,132
Change-2,132 (-100%)
Value—
Voya Financial Advisors, Inc.
N/A
Shares— from 2,105
Change-2,105 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 2,093
Change-2,093 (-100%)
Value—
Affinity Wealth Management LLC
N/A
Shares— from 2,048
Change-2,048 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 2,035
Change-2,035 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 2,032
Change-2,032 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 2,026
Change-2,026 (-100%)
Value—
Holistic Financial Partners
N/A
Shares— from 2,026
Change-2,026 (-100%)
Value—
Borer Denton & Associates, Inc.
N/A
Shares— from 2,017
Change-2,017 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 2,007
Change-2,007 (-100%)
Value—
KDT Advisors, LLC
N/A
Shares— from 1,995
Change-1,995 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 1,974
Change-1,974 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 1,973
Change-1,973 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 1,966
Change-1,966 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 1,954
Change-1,954 (-100%)
Value—
STG Securities, LLC
N/A
Shares— from 1,942
Change-1,942 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 1,936
Change-1,936 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 1,927
Change-1,927 (-100%)
Value—
First Long Island Investors, LLC
N/A
Shares— from 1,920
Change-1,920 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 1,905
Change-1,905 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 1,871
Change-1,871 (-100%)
Value—
Old North State Trust, LLC
N/A
Shares— from 1,839
Change-1,839 (-100%)
Value—
Permanens Capital L.P.
N/A
Shares— from 1,802
Change-1,802 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 1,780
Change-1,780 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 1,773
Change-1,773 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 1,762
Change-1,762 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 1,743
Change-1,743 (-100%)
Value—
South Street Advisors LLC
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 1,683
Change-1,683 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 1,666
Change-1,666 (-100%)
Value—
Northstar Financial Companies, Inc.
N/A
Shares— from 1,652
Change-1,652 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 1,648
Change-1,648 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 1,646
Change-1,646 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 1,646
Change-1,646 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 1,643
Change-1,643 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 1,642
Change-1,642 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 1,612
Change-1,612 (-100%)
Value—
Summitry LLC
N/A
Shares— from 1,599
Change-1,599 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 1,579
Change-1,579 (-100%)
Value—
Sanchez Levi Garrett
N/A
Shares— from 1,556
Change-1,556 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 1,540
Change-1,540 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 1,522
Change-1,522 (-100%)
Value—
Simmons Bank
N/A
Shares— from 1,514
Change-1,514 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 1,485
Change-1,485 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 1,472
Change-1,472 (-100%)
Value—
CCM Investment Advisers LLC
N/A
Shares— from 1,450
Change-1,450 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 1,437
Change-1,437 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 1,434
Change-1,434 (-100%)
Value—
Copley Financial Group, Inc.
N/A
Shares— from 1,419
Change-1,419 (-100%)
Value—
Palisade Capital Management, LP
N/A
Shares— from 1,412
Change-1,412 (-100%)
Value—
Sonoma Allocations LLC
N/A
Shares— from 1,408
Change-1,408 (-100%)
Value—
Credit Industriel ET Commercial
N/A
Shares— from 1,407
Change-1,407 (-100%)
Value—
Seven Fleet Capital Management LP
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 1,394
Change-1,394 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 1,390
Change-1,390 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 1,383
Change-1,383 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 1,372
Change-1,372 (-100%)
Value—
Northwest Quadrant Wealth Management, LLC
N/A
Shares— from 1,362
Change-1,362 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 1,354
Change-1,354 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 1,343
Change-1,343 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 1,335
Change-1,335 (-100%)
Value—
Rodgers Brothers Inc.
N/A
Shares— from 1,330
Change-1,330 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 1,316
Change-1,316 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 1,311
Change-1,311 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 1,282
Change-1,282 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 1,278
Change-1,278 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 1,273
Change-1,273 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 1,251
Change-1,251 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 1,246
Change-1,246 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 1,244
Change-1,244 (-100%)
Value—
George Kaiser Family Foundation
N/A
Shares— from 1,240
Change-1,240 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 1,232
Change-1,232 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 1,228
Change-1,228 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 1,216
Change-1,216 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 1,184
Change-1,184 (-100%)
Value—
Legacy Wealth Advisors, LLC
N/A
Shares— from 1,172
Change-1,172 (-100%)
Value—
Alvarez & Marsal Private Wealth Partners, LLC
N/A
Shares— from 1,159
Change-1,159 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 1,151
Change-1,151 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 1,140
Change-1,140 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 1,121
Change-1,121 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 1,120
Change-1,120 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 1,109
Change-1,109 (-100%)
Value—
Mcintyre Freedman & Flynn Investment Advisers Inc
N/A
Shares— from 1,108
Change-1,108 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 1,106
Change-1,106 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 1,105
Change-1,105 (-100%)
Value—
Precision Wealth Strategies, LLC
N/A
Shares— from 1,104
Change-1,104 (-100%)
Value—
American Trust
N/A
Shares— from 1,103
Change-1,103 (-100%)
Value—
Tower Wealth Partners, Inc.
N/A
Shares— from 1,076
Change-1,076 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 1,056
Change-1,056 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 1,049
Change-1,049 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 1,009
Change-1,009 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 1,002
Change-1,002 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 967
Change-967 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 962
Change-962 (-100%)
Value—
Capula Management Ltd
N/A
Shares— from 905
Change-905 (-100%)
Value—
Accent Capital Management, LLC
N/A
Shares— from 878
Change-878 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 875
Change-875 (-100%)
Value—
Dixon Mitchell Investment Counsel Inc.
N/A
Shares— from 804
Change-804 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 801
Change-801 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 798
Change-798 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 774
Change-774 (-100%)
Value—
Corient IA LP
N/A
Shares— from 765
Change-765 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 719
Change-719 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 664
Change-664 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 661
Change-661 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 633
Change-633 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 616
Change-616 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 602
Change-602 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 569
Change-569 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 541
Change-541 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 540
Change-540 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 507
Change-507 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 496
Change-496 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 485
Change-485 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 475
Change-475 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 418
Change-418 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 402
Change-402 (-100%)
Value—
Premier Financial Group
N/A
Shares— from 375
Change-375 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 368
Change-368 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 282
Change-282 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 277
Change-277 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 251
Change-251 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 247
Change-247 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 243
Change-243 (-100%)
Value—
Estabrook Capital Management
N/A
Shares— from 237
Change-237 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 214
Change-214 (-100%)
Value—
Clal Insurance Enterprises Holdings Ltd
N/A
Shares— from 206
Change-206 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 186
Change-186 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 183
Change-183 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 182
Change-182 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 173
Change-173 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 168
Change-168 (-100%)
Value—
Quarry LP
N/A
Shares— from 165
Change-165 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 164
Change-164 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 160
Change-160 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 143
Change-143 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 134
Change-134 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 131
Change-131 (-100%)
Value—
Pingora Partners LLC
N/A
Shares— from 125
Change-125 (-100%)
Value—
Itau Unibanco Holding S.A.
N/A
Shares— from 122
Change-122 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 120
Change-120 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 117
Change-117 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 116
Change-116 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 114
Change-114 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 113
Change-113 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 108
Change-108 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 107
Change-107 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 101
Change-101 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 100
Change-100 (-100%)
Value—
Core Capital Management & Research, inc.
N/A
Shares— from 100
Change-100 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 99
Change-99 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 86
Change-86 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 82
Change-82 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 71
Change-71 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 57
Change-57 (-100%)
Value—
Bard Associates Inc
N/A
Shares— from 56
Change-56 (-100%)
Value—
S&T Bank
N/A
Shares— from 51
Change-51 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 45
Change-45 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 40
Change-40 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 37
Change-37 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 37
Change-37 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 28
Change-28 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 27
Change-27 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 26
Change-26 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 22
Change-22 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 22
Change-22 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 19
Change-19 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 17
Change-17 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 9
Change-9 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 8
Change-8 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 6
Change-6 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 5
Change-5 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 2
Change-2 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 2
Change-2 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 0
Change0
Value—
Status
Amundi
INCREASED17,121,35016,422,784+698,566+4%$3.1B$2.8B-$349.5M2026-11-06
Mirabaud Asset Management Ltd
INCREASED12,474,00012,669+12,461,331+98361%$2.4M$2.1M-$350.8K2026-11-09
Fisher Asset Management, LLC
INCREASED11,501,74811,146,292+355,456+3%$2.1B$1.9B-$256.4M2026-11-06
Deutsche Bank Ag\
DECREASED11,101,48112,640,672-1,539,191-12%$2.4B$1.8B-$604.4M2026-11-06
Barclays PLC
INCREASED9,549,7396,592,403+2,957,336+45%$1.3B$1.5B+$291.9M2026-11-06
Bank of New York Mellon Corp
INCREASED7,163,2716,753,962+409,309+6%$1.3B$1.2B-$124.0M2026-11-05
Sanders Capital, LLC
INCREASED6,989,8276,986,830+2,997+0%$1.3B$1.1B-$196.2M2026-11-02
SEB Asset Management AB
INCREASED6,832,9725,736,648+1,096,324+19%$1.1B$1.1B+$40.5M2026-11-04
LBP AM SA
NEW5,291,048—+5,291,048——$863.2M—2026-11-06
M&G Plc
INCREASED5,125,2094,482,712+642,497+14%$838.2M$801.7M-$36.5M2026-11-04
Citigroup Inc
DECREASED4,881,1444,895,753-14,6090%$916.2M$796.3M-$119.9M2026-11-04
Bank of Montreal
INCREASED3,054,7282,359,807+694,921+29%$441.2M$497.6M+$56.3M2026-11-09
Dimensional Fund Advisors LP
INCREASED2,906,9812,904,886+2,095+0%$551.0M$469.7M-$81.3M2026-11-04
Parnassus Investments, LLC
INCREASED2,764,848629,158+2,135,690+339%$119.3M$446.4M+$327.1M2026-10-22
Lansforsakringar Fondforvaltning AB (publ)
INCREASED2,759,3602,523,337+236,023+9%$473.7M$451.2M-$22.5M2026-11-09
Pictet Asset Management Holding SA
DECREASED2,672,8832,937,510-264,627-9%$550.2M$439.2M-$111.1M2026-11-03
Assenagon Asset Management S.A.
INCREASED2,660,4091,352,177+1,308,232+97%$256.0M$429.8M+$173.8M2026-10-15
Swedbank AB
INCREASED2,270,2702,241,677+28,593+1%$425.1M$366.6M-$58.5M2026-10-27
Acadian Asset Management LLC
DECREASED2,165,9862,262,369-96,383-4%$426.6K$351.4K-$75.2K2026-11-09
Border to Coast Pensions Partnership Ltd
INCREASED2,064,4151,932,961+131,454+7%$361.4K$336.3K-$25.2K2026-10-09
Russell Investments Group, Ltd.
INCREASED2,052,0042,033,587+18,417+1%$382.3M$334.1M-$48.2M2026-11-06
Aegon Asset Management UK PLC
INCREASED1,947,8011,905,111+42,690+2%$356.5M$317.8M-$38.8M2026-11-04
Bank Julius Baer & Co. Ltd, Zurich
DECREASED1,929,1021,949,007-19,905-1%$367.4M$314.4M-$53.0M2026-10-29
MacKenzie Financial Corp
DECREASED1,249,1721,328,471-79,299-6%$80.5M$202.9M+$122.4M2026-11-02
Artemis Investment Management LLP
DECREASED1,165,9291,279,269-113,340-9%$239.2M$189.9M-$49.3M2026-10-08
Squarepoint Ops LLC
NEW1,161,691—+1,161,691——$187.6M—2026-11-09
Temasek Holdings (Private) Ltd
INCREASED982,928554,410+428,518+77%$103.5M$160.3M+$56.8M2026-10-28
Generali Asset Management SPA SGR
INCREASED848,365804,933+43,432+5%$113.5M$104.2M-$9.3M2026-10-26
ASR Vermogensbeheer N.V.
DECREASED834,208862,996-28,788-3%$161.5M$136.1M-$25.4M2026-10-16
LPL Financial LLC
DECREASED596,172646,000-49,828-8%$122.5M$96.3M-$26.2M2026-11-06
William Blair Investment Management, LLC
DECREASED557,4831,514,795-957,312-63%$283.2M$90.8M-$192.4M2026-11-06
Principal Financial Group Inc
DECREASED520,543541,187-20,644-4%$102.6M$84.1M-$18.5M2026-11-02
Vontobel Holding Ltd.
INCREASED439,578346,381+93,197+27%$64.8M$71.6M+$6.8M2026-10-16
ZWJ Investment Counsel Inc
INCREASED422,910395,978+26,932+7%$75.1M$68.3M-$6.8M2026-10-15
Allspring Global Investments Holdings, LLC
DECREASED415,667818,235-402,568-49%$150.6M$65.8M-$84.8M2026-11-04
Nicholas Company, Inc.
DECREASED410,168410,378-2100%$77.8M$66.2M-$11.6M2026-11-05
Compagnie Lombard Odier SCmA
INCREASED400,366395,004+5,362+1%$73.9M$65.3M-$8.6M2026-11-04
Migdal Insurance & Financial Holdings Ltd.
DECREASED370,000676,000-306,000-45%$127.6M$59.7M-$67.9M2026-11-09
Woodley Farra Manion Portfolio Management Inc
DECREASED368,286369,477-1,1910%$70.1M$59.5M-$10.6M2026-11-05
Banque Pictet & CIE SA
INCREASED350,235186,686+163,549+88%$34.9M$57.1M+$22.2M2026-10-16
Jefferies Financial Group Inc.
INCREASED337,370186,676+150,694+81%$34.9M$54.6M+$19.7M2026-11-05
Aberdeen Group plc
DECREASED320,360327,978-7,618-2%$62.2M$51.7M-$10.5M2026-11-06
Ninety One UK Ltd
DECREASED290,2121,518,013-1,227,801-81%$284.1M$47.3M-$236.7M2026-10-15
Thrivent Financial for Lutherans
DECREASED275,600282,337-6,737-2%$53.0K$44.8K-$8.2K2026-11-05
Bank Pictet & Cie (Europe) AG
INCREASED273,51422,759+250,755+1102%$4.3M$44.6M+$40.4M2026-10-20
Vaughan David Investments LLC
INCREASED271,386261,536+9,850+4%$49.6K$43.8K-$5.8K2026-11-05
Creative Planning
INCREASED248,300230,951+17,349+8%$43.8M$40.1M-$3.7M2026-11-02
Oslo Pensjonsforsikring AS
UNCHANGED226,997226,99700%$42.7M$37.1M-$5.5M2026-10-15
Cidel Asset Management Inc
DECREASED213,538234,663-21,125-9%$44.5M$34.5M-$10.0M2026-10-29
Crestwood Advisors Group, LLC
DECREASED212,785224,312-11,527-5%$42.5M$34.4M-$8.2M2026-10-27
Truist Financial Corp
DECREASED212,113797,497-585,384-73%$151.2M$34.2M-$117.0M2026-10-30
Trillium Asset Management, LLC
DECREASED203,221208,971-5,750-3%$39.6M$32.8M-$6.7M2026-11-09
Chilton Capital Management LLC
DECREASED201,094201,189-950%$38.1M$32.5M-$5.7M2026-10-28
Pictet North America Advisors SA
DECREASED191,962218,800-26,838-12%$40.9M$31.3M-$9.6M2026-10-21
Channing Global Advisors, LLC
INCREASED190,373181,599+8,774+5%$34.0M$31.0M-$3.0M2026-11-03
Professional Advisory Services Inc
INCREASED181,963161,624+20,339+13%$30.2K$29.7K-$5622026-10-08
Achmea Investment Management B.V.
DECREASED177,849313,557-135,708-43%$58.7K$29.0M+$29.0M2026-10-30
Montrusco Bolton Investments Inc.
DECREASED176,054218,063-42,009-19%$40.8M$28.7M-$12.1M2026-10-13
Assetmark, Inc
DECREASED175,265192,721-17,456-9%$36.5M$28.3M-$8.2M2026-10-21
Maryland State Retirement & Pension System
INCREASED173,480171,841+1,639+1%$32.1M$28.3M-$3.9M2026-11-05
Sycomore Asset Management
UNCHANGED163,871163,87100%$30.7K$30.4K-$2802026-10-26
Kornitzer Capital Management Inc
INCREASED155,418148,906+6,512+4%$28.2M$25.1M-$3.1M2026-11-03
ABN Amro Investment Solutions
NEW142,391—+142,391——$23.0M—2026-10-21
TD Waterhouse Canada Inc.
INCREASED139,632137,551+2,081+2%$25.4M$22.2M-$3.2M2026-10-16
Mutual of America Capital Management LLC
DECREASED137,256138,649-1,393-1%$25.9M$22.4M-$3.6M2026-10-23
Gradient Investments LLC
INCREASED136,395108,133+28,262+26%$20.5M$22.0M+$1.5M2026-10-08
Intech Investment Management LLC
INCREASED134,037117,825+16,212+14%$22.1M$21.9M-$184.1K2026-11-09
PNC Financial Services Group, Inc.
DECREASED131,335135,201-3,866-3%$25.6M$21.2M-$4.4M2026-11-06
Cambiar Investors LLC
DECREASED128,997129,899-902-1%$24.6M$20.8M-$3.8M2026-11-04
Fiera Capital Corp
INCREASED128,315124,873+3,442+3%$23.7M$20.7M-$3.0M2026-11-06
JB Capital LLC
INCREASED116,375115,025+1,350+1%$21.8M$18.8M-$3.0M2026-10-19
Barings LLC
DECREASED115,143126,110-10,967-9%$23.6M$18.8M-$4.8M2026-10-22
US Bancorp \de\
DECREASED114,914138,620-23,706-17%$26.3M$18.6M-$7.7M2026-11-05
111 Capital
INCREASED114,875112,973+1,902+2%$21.1M$18.7M-$2.4M2026-11-03
Commonwealth Equity Services, LLC
INCREASED108,364105,828+2,536+2%$20.1M$17.5M-$2.6M2026-11-02
Davidson Investment Advisors
DECREASED106,918108,676-1,758-2%$20.6M$17.3M-$3.3M2026-10-20
Wealth Enhancement Advisory Services, LLC
INCREASED99,71197,722+1,989+2%$16.1M$15.2M-$909.8K2026-10-13
J. Safra Sarasin Holding AG
DECREASED97,180169,998-72,818-43%$31.9M$15.9M-$16.0M2026-10-26
Community Trust & Investment Co
INCREASED92,88291,081+1,801+2%$17.3M$15.0M-$2.3M2026-10-15
Chesley Taft & Associates LLC
INCREASED91,36181,276+10,085+12%$15.4M$14.8M-$659.5K2026-10-13
NLB Skladi, upravljanje premozenja, d.o.o.
INCREASED88,80781,023+7,784+10%$15.4M$14.3M-$1.0M2026-10-22
Cullen T Bankers, Inc.
INCREASED86,15084,701+1,449+2%$16.1M$13.9M-$2.2M2026-10-28
OAK Family Advisors, LLC
INCREASED77,34871,727+5,621+8%$13.6M$12.5M-$1.1M2026-10-19
Savant Capital, LLC
INCREASED75,66235,321+40,341+114%$5.8M$12.2M+$6.4M2026-11-06
GAM Holding AG
DECREASED75,458121,143-45,685-38%$22.7M$12.3M-$10.4M2026-11-03
Bailard, Inc.
INCREASED74,66670,691+3,975+6%$13.4M$12.1M-$1.3M2026-10-13
Anchor Capital Advisors LLC
INCREASED73,14349,828+23,315+47%$9.4M$11.8M+$2.4M2026-11-05
Cambridge Investment Research Advisors, Inc.
INCREASED72,66968,967+3,702+5%$13.0K$11.8K-$1.2K2026-11-02
Wesbanco Bank Inc
INCREASED71,83768,209+3,628+5%$12.9M$11.6M-$1.3M2026-11-04
Troy Asset Management Ltd
INCREASED70,96652,367+18,599+36%$7.4M$8.7M+$1.3M2026-10-28
Altrius Capital Management Inc
INCREASED68,57357,997+10,576+18%$11.0M$11.1M+$75.1K2026-11-05
Value Partners Investments Inc.
INCREASED68,25158,251+10,000+17%$10.9M$11.1M+$256.7K2026-10-19
Park National Corp
DECREASED67,21471,820-4,606-6%$13.6M$10.9M-$2.8M2026-10-05
Exane Asset Management
DECREASED66,503109,781-43,278-39%$17.7M$9.3M-$8.4M2026-10-22
Marathon Capital Management
INCREASED65,36064,777+583+1%$12.3M$10.6M-$1.7M2026-10-23
Ethic Inc.
INCREASED65,32651,420+13,906+27%$9.8M$10.5M+$797.9K2026-11-03
Ninety One North America, Inc.
DECREASED64,169123,512-59,343-48%$23.1M$10.5M-$12.6M2026-10-15
Smith Salley Wealth Management
INCREASED62,44961,200+1,249+2%$11.6M$10.1M-$1.5M2026-11-03
Atria Investments, Inc
DECREASED62,18469,989-7,805-11%$13.3M$10.0M-$3.2M2026-10-15
CIBC Asset Management Inc
DECREASED58,26658,291-250%$11.1M$9.4M-$1.6M2026-11-05
Skba Capital Management LLC
INCREASED56,4303,930+52,500+1336%$745.2K$9.1M+$8.4M2026-11-09
Penobscot Investment Management Company, Inc.
DECREASED56,40560,174-3,769-6%$11.4M$9.1M-$2.3M2026-10-26
Oppenheimer Asset Management Inc.
DECREASED56,34766,504-10,157-15%$12.6M$9.1M-$3.5M2026-10-27
Prospera Financial Services Inc
DECREASED53,35456,268-2,914-5%$10.7M$10.0M-$711.4K2026-11-04
Kestra Advisory Services, LLC
INCREASED51,76045,717+6,043+13%$8.7M$8.4M-$311.1K2026-11-02
Lido Advisors, LLC
INCREASED48,39041,103+7,287+18%$7.8M$7.8M+$19.6K2026-11-04
SouthState Bank Corp
INCREASED48,20539,753+8,452+21%$7.4M$7.8M+$412.7K2026-11-09
Sava Infond d.o.o.
DECREASED47,84070,580-22,740-32%$13.2M$7.8M-$5.4M2026-10-28
Quadrant Capital Group LLC
DECREASED47,24250,534-3,292-7%$9.6M$7.4M-$2.2M2026-10-20
Boston Common Asset Management, LLC
INCREASED47,01037,467+9,543+25%$7.1M$7.6M+$486.2K2026-10-13
Azzad Asset Management Inc
INCREASED46,41032,868+13,542+41%$6.2M$7.5M+$1.3M2026-11-04
WealthPlan Investment Management, LLC
DECREASED42,59342,598-50%$8.1M$6.9M-$1.2M2026-10-15
Nixon Peabody Trust Co
INCREASED42,45842,186+272+1%$8.0M$6.9M-$1.1M2026-10-23
Goelzer Investment Management, Inc.
DECREASED39,62540,260-635-2%$7.6M$6.4M-$1.2M2026-10-16
Simplex Trading, LLC
INCREASED39,3906,963+32,427+466%$1.3M$6.4M+$5.0M2026-11-04
Triglav Investments, D.O.O.
INCREASED39,08838,280+808+2%$7.3M$6.3M-$947.5K2026-11-06
Turtle Creek Wealth Advisors, LLC
DECREASED38,38438,731-347-1%$7.3M$6.2M-$1.1M2026-10-15
Jackson Square Capital, LLC
NEW38,184—+38,184——$6.2M—2026-10-19
Keybank National Association
DECREASED37,94644,144-6,198-14%$8.4M$6.1M-$2.2M2026-11-04
Ritholtz Wealth Management
INCREASED37,61534,429+3,186+9%$6.5M$6.1M-$454.6K2026-11-05
Rossmore Private Capital
DECREASED37,51137,843-332-1%$7.1M$6.1M-$962.5K2026-10-27
Orca Wealth Management, LLC
INCREASED37,43634,716+2,720+8%$6.6M$6.0M-$538.1K2026-10-14
Valicenti Advisory Services Inc
INCREASED36,83934,485+2,354+7%$6.5K$5.9K-$5912026-10-23
Eagle Global Advisors LLC
DECREASED36,76637,609-843-2%$7.1M$5.9M-$1.2M2026-11-02
Signaturefd, LLC
INCREASED36,72035,536+1,184+3%$6.7M$5.9M-$809.1K2026-10-23
Americana Partners, LLC
INCREASED36,52034,739+1,781+5%$6.5M$5.9M-$614.9K2026-10-28
Pinkerton Wealth, LLC
INCREASED35,87334,253+1,620+5%$6.8M$5.8M-$963.0K2026-10-29
Pittenger & Anderson Inc
INCREASED35,69932,459+3,240+10%$6.2M$5.8M-$390.6K2026-11-02
TrueMark Investments, LLC
INCREASED35,68018,998+16,682+88%$3.6M$5.8M+$2.2M2026-11-05
True Freedom Investing, LLC
INCREASED35,25333,173+2,080+6%$6.5M$5.7M-$850.1K2026-10-29
Fideuram Asset Management (Ireland) dac
DECREASED34,58593,902-59,317-63%$13.0M$4.3M-$8.7M2026-10-29
Allworth Financial LP
INCREASED33,4138,091+25,322+313%$1.5M$6.3M+$4.8M2026-11-06
Hendley & Co Inc
INCREASED33,37832,405+973+3%$6.1K$5.4K-$7552026-10-29
Advisortrust Partners, LLC
INCREASED33,28228,284+4,998+18%$5.4M$5.4M+$10.8K2026-11-02
Evergreen Capital Management LLC
INCREASED32,95332,180+773+2%$6.1M$5.3M-$781.1K2026-10-23
Wilmington Savings Fund Society, FSB
INCREASED32,94532,878+67+0%$6.2M$5.3M-$914.7K2026-10-23
HUB Investment Partners, LLC
DECREASED32,24278,626-46,384-59%$14.9M$5.2M-$9.7M2026-11-03
Oliver Luxxe Assets LLC
DECREASED32,12445,272-13,148-29%$8.5M$5.2M-$3.3M2026-10-14
Concurrent Investment Advisors, LLC
INCREASED31,90529,072+2,833+10%$5.5M$5.2M-$360.8K2026-10-16
Park Avenue Securities LLC
DECREASED31,36253,856-22,494-42%$10.1K$5.1K-$5.0K2026-10-26
Asio Capital, LLC
INCREASED31,27929,491+1,788+6%$5.6M$5.1M-$541.5K2026-10-19
Plato Investment Management Ltd
DECREASED28,79531,725-2,930-9%$5.9M$4.7M-$1.2M2026-11-05
Patten Group, Inc.
DECREASED28,18729,983-1,796-6%$5.6M$4.6M-$1.1M2026-10-26
Motco
NEW28,110—+28,110——$4.5M—2026-11-09
Novem Group
INCREASED27,59424,977+2,617+10%$4.7M$4.5M-$280.6K2026-10-19
Brandywine OAK Private Wealth LLC
DECREASED27,31128,116-805-3%$5.3M$4.4M-$921.5K2026-10-23
Brookmont Capital Management
INCREASED27,27226,436+836+3%$5.0M$4.4M-$609.2K2026-10-23
Bryn Mawr Trust Advisors, LLC
DECREASED27,11927,799-680-2%$5.3M$4.4M-$891.5K2026-11-04
Robbins Farley
INCREASED27,09625,635+1,461+6%$4.9M$4.4M-$485.7K2026-10-21
Naples Global Advisors, LLC
INCREASED26,24624,721+1,525+6%$4.7M$4.2M-$449.6K2026-11-05
Davenport & Co LLC
DECREASED26,18932,897-6,708-20%$6.2M$4.2M-$2.0M2026-10-14
HB Wealth Management, LLC
DECREASED25,01125,953-942-4%$4.9M$4.0M-$852.0K2026-10-23
OpenArc Corporate Advisory, LLC
DECREASED23,80827,729-3,921-14%$5.3M$3.8M-$1.4M2026-10-21
Elevation Point Wealth Partners, LLC
DECREASED23,77038,745-14,975-39%$7.3M$3.8M-$3.5M2026-11-05
Phoenix Financial Ltd.
INCREASED23,45319,365+4,088+21%$3.6M$2.9M-$755.6K2026-11-09
James Investment Research, Inc.
DECREASED23,38723,867-480-2%$4.5M$3.8M-$749.2K2026-10-22
First American Bank
INCREASED23,37910,959+12,420+113%$2.1M$3.8M+$1.7M2026-10-27
D.A. Davidson & Co.
DECREASED23,20930,619-7,410-24%$5.8M$3.7M-$2.1M2026-10-28
Henry James International Management Inc.
DECREASED23,14036,652-13,512-37%$6.9M$3.7M-$3.2M2026-10-14
Cox Capital Mgt LLC
DECREASED21,52621,552-260%$4.1M$3.5M-$610.9K2026-10-07
Parr Mcknight Wealth Management Group, LLC
INCREASED20,92620,406+520+3%$3.9M$3.4M-$490.5K2026-10-30
180 Wealth Advisors, LLC
INCREASED20,87920,498+381+2%$3.9M$3.4M-$515.4K2026-11-03
Kestra Private Wealth Services, LLC
INCREASED20,75618,910+1,846+10%$3.6M$3.4M-$234.2K2026-11-06
Hantz Financial Services, Inc.
DECREASED20,69023,610-2,920-12%$4.5K$3.3K-$1.1K2026-11-09
Foundation Wealth Management, Llc\pa
INCREASED19,14519,136+9+0%$3.6M$3.1M-$537.2K2026-10-14
Pinnacle Associates LTD
DECREASED18,73218,854-122-1%$3.6M$3.0M-$550.4K2026-10-20
MGO One Seven LLC
DECREASED18,59620,123-1,527-8%$3.8M$3.0M-$812.9K2026-10-28
Channel Wealth LLC
INCREASED18,32417,823+501+3%$3.4M$3.0M-$420.8K2026-11-06
Crossmark Global Holdings, Inc.
DECREASED17,89623,619-5,723-24%$4.5M$2.9M-$1.6M2026-10-21
Princeton Capital Management LLC
INCREASED17,59515,592+2,003+13%$2.9M$2.9M-$83.4K2026-10-27
Tealwood Asset Management Inc
DECREASED17,41217,577-165-1%$3.3K$2.8K-$5212026-10-13
GC Wealth Management RIA, LLC
DECREASED17,03318,143-1,110-6%$3.4M$2.8M-$690.0K2026-11-02
Westview Management dba Westview Investment Advisors
INCREASED16,76316,099+664+4%$3.1M$2.7M-$346.0K2026-11-09
Dillon & Associates Inc
INCREASED16,66315,165+1,498+10%$2.9K$2.7K-$1982026-10-22
Third View Private Wealth, LLC
INCREASED16,58116,205+376+2%$3.1M$2.7M-$395.5K2026-10-30
Compound Planning, Inc.
INCREASED16,47014,917+1,553+10%$2.8M$2.7M-$169.1K2026-11-09
Oarsman Capital, Inc.
DECREASED16,37916,428-490%$3.1M$2.6M-$470.4K2026-11-05
Columbus Macro, LLC
INCREASED16,26215,923+339+2%$3.0M$2.6M-$338.0K2026-10-14
Provenance Wealth Advisors, LLC
NEW16,079—+16,079——$2.6M—2026-10-30
Choreo, LLC
DECREASED15,65920,940-5,281-25%$4.0M$2.5M-$1.4M2026-10-28
Level Four Advisory Services, LLC
INCREASED15,19415,186+8+0%$2.9M$2.5M-$426.2K2026-11-06
Verdence Capital Advisors LLC
DECREASED15,05415,469-415-3%$2.9M$2.4M-$502.4K2026-10-26
Money Concepts Capital Corp
DECREASED15,02715,188-161-1%$2.8M$2.5M-$390.9K2026-11-06
Fulcrum Wealth Advisors, LLC
INCREASED14,71213,245+1,467+11%$2.5M$2.4M-$136.0K2026-10-16
Bessemer Group Inc
DECREASED14,69338,133-23,440-61%$7.2K$2.4K-$4.9K2026-11-09
Vise Technologies, Inc.
INCREASED14,63514,219+416+3%$2.7M$2.4M-$333.0K2026-10-29
Meridian Wealth Management, LLC
INCREASED14,6157,351+7,264+99%$1.4M$2.4M+$989.8K2026-11-05
Merit Financial Group, LLC
INCREASED14,53912,770+1,769+14%$2.4M$2.3M-$73.8K2026-11-06
Brian LOW Financial Group, LLC
INCREASED14,20310,712+3,491+33%$2.0M$2.3M+$262.1K2026-10-28
Citizens National Bank Trust Department
INCREASED14,16213,045+1,117+9%$2.4M$2.3M-$131.1K2026-11-04
DCF Advisers, LLC
INCREASED14,0004,750+9,250+195%$900.7K$2.3M+$1.4M2026-11-04
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED13,83013,83000%$2.6M$2.6M$02026-10-15
NTV Asset Management LLC
DECREASED13,76713,967-200-1%$2.6M$2.2M-$425.5K2026-10-23
Natural Investments, LLC
INCREASED13,51713,360+157+1%$2.5K$2.2M+$2.2M2026-11-06
Exchange Traded Concepts, LLC
INCREASED13,50910,931+2,578+24%$2.1M$2.2M+$108.6K2026-10-28
Oppenheimer & Co Inc
INCREASED13,46511,330+2,135+19%$2.1M$2.2M+$25.8K2026-10-26
White Lighthouse Investment Management Inc.
DECREASED13,46014,790-1,330-9%$2.8M$2.2M-$631.0K2026-10-21
Great Lakes Retirement, Inc.
INCREASED13,38113,247+134+1%$2.5M$2.2M-$351.2K2026-10-26
Wealthcare Advisory Partners LLC
INCREASED12,96812,112+856+7%$2.3M$2.1M-$202.2K2026-10-21
XXI Wealth, LLC
INCREASED12,94810,619+2,329+22%$2.0M$2.1M+$77.1K2026-10-22
GKV Capital Management Co., Inc.
INCREASED12,90511,245+1,660+15%$2.1M$2.1M-$9.8K2026-11-06
Axxion S.A.
INCREASED12,8609,607+3,253+34%$1.4M$2.1M+$742.7K2026-10-22
Sterling Capital Management LLC
DECREASED12,54614,562-2,016-14%$2.8M$2.0M-$735.4K2026-10-22
Blue Trust, Inc.
DECREASED12,40917,511-5,102-29%$3.3M$2.0M-$1.3M2026-10-15
AdvisorNet Financial, Inc
INCREASED12,37111,574+797+7%$2.2M$2.0M-$190.2K2026-10-15
Marks Group Wealth Management, Inc
DECREASED12,23314,483-2,250-16%$2.7M$2.0M-$771.0K2026-11-05
Farther Finance Advisors, LLC
INCREASED12,22311,882+341+3%$2.3M$2.0M-$278.9K2026-10-08
Diversify Wealth Management, LLC
INCREASED12,20512,005+200+2%$2.0M$2.0M-$2.2K2026-10-20
Diversify Advisory Services, LLC
INCREASED12,20512,005+200+2%$2.0M$2.0M-$2.2K2026-10-20
Frank, Rimerman Advisors LLC
DECREASED12,15212,475-323-3%$2.4M$2.0M-$403.3K2026-10-16
Nicholas Hoffman & Company, Llc.
INCREASED12,03711,897+140+1%$2.3M$1.9M-$312.3K2026-10-30
Mccarter Private Wealth Services LLC
INCREASED11,95911,543+416+4%$2.2M$1.9M-$257.8K2026-10-22
Stablepoint Partners, LLC
INCREASED11,93711,000+937+9%$2.1M$1.9M-$158.4K2026-11-03
AlphaCentric Advisors LLC
INCREASED11,86611,394+472+4%$2.2M$1.9M-$244.5K2026-11-03
Karras Company, Inc.
INCREASED11,82311,623+200+2%$2.2M$1.9M-$294.9K2026-10-16
Obermeyer Wealth Partners
INCREASED11,70511,635+70+1%$2.2M$1.9M-$271.2K2026-10-21
Daymark Wealth Partners, LLC
DECREASED11,68311,737-540%$2.2M$1.9M-$339.1K2026-11-04
Arga Investment Management, LP
UNCHANGED11,64311,64300%$2.2M$1.9M-$281.9K2026-10-30
Perigon Wealth Management, LLC
DECREASED11,64011,759-119-1%$2.2M$1.9M-$350.2K2026-10-22
Altfest L J & Co Inc
INCREASED11,52410,599+925+9%$2.0M$1.9M-$148.9K2026-10-27
J.W. Cole Advisors, Inc.
INCREASED11,41710,930+487+4%$2.1M$1.8M-$228.9K2026-11-05
Imc-Chicago, LLC
INCREASED11,2967,754+3,542+46%$1.5M$1.8M+$353.7K2026-11-05
Canandaigua National Bank & Trust Co
NEW11,271—+11,271——$1.8M—2026-10-07
Greenleaf Trust
DECREASED11,18712,478-1,291-10%$2.4M$1.8M-$559.7K2026-10-29
Clearstead Advisors, LLC
INCREASED11,09410,161+933+9%$1.9M$1.8M-$129.2K2026-11-06
Iams Wealth Management, LLC
DECREASED10,85510,885-300%$2.1M$1.8M-$311.3K2026-10-15
Valeo Financial Advisors, LLC
INCREASED10,7979,817+980+10%$1.9M$1.7M-$111.5K2026-10-08
Caldwell Trust Co
INCREASED10,6588,454+2,204+26%$1.6M$1.7M+$117.9K2026-10-30
Cookson Peirce & Co Inc
INCREASED10,1439,055+1,088+12%$1.7M$1.6M-$79.2K2026-10-30
Founders Financial Securities LLC
DECREASED10,01612,714-2,698-21%$2.4M$1.6M-$793.5K2026-10-28
Pinnacle Wealth Planning Services, Inc.
DECREASED9,86610,147-281-3%$1.9M$1.6M-$331.0K2026-10-27
Parrish Capital LLC
INCREASED9,7929,687+105+1%$1.8M$1.6M-$255.7K2026-10-01
Lester Murray Antman dba SimplyRich
NEW9,773—+9,773——$1.6M—2026-11-06
Cornerstone Planning, LLC
INCREASED9,7719,674+97+1%$1.8M$1.8M-$68.9K2026-10-27
Figure 8 Investment Strategies LLC
INCREASED9,5439,120+423+5%$1.7M$1.5M-$188.4K2026-11-09
Texas Bank & Trust Co
INCREASED9,4009,355+45+0%$1.8M$1.5M-$256.1K2026-11-04
Fulton Bank, N.A.
INCREASED9,3468,294+1,052+13%$1.6M$1.5M-$63.6K2026-10-14
Sagespring Wealth Partners, LLC
INCREASED9,2868,616+670+8%$1.6M$1.5M-$134.4K2026-10-22
Monte Financial Group, LLC
INCREASED9,2529,226+26+0%$1.6M$1.5M-$71.2K2026-11-02
B. Riley Wealth Advisors, Inc.
INCREASED9,2414,594+4,647+101%$877.2K$1.5M+$614.9K2026-10-13
Dynamic Advisor Solutions LLC
INCREASED9,2109,057+153+2%$1.7M$1.5M-$230.2K2026-10-13
Tlwm
DECREASED9,2039,279-76-1%$1.8M$1.5M-$273.5K2026-10-09
Security National Bank
INCREASED9,1988,964+234+3%$1.7M$1.5M-$214.6K2026-10-26
Klein Pavlis & Peasley Financial, Inc.
INCREASED8,9927,484+1,508+20%$1.4M$1.5M+$32.8K2026-10-13
Gibbs Wealth Management
INCREASED8,9587,035+1,923+27%$1.3M$1.4M+$112.6K2026-10-22
Ascent Group, LLC
INCREASED8,8408,010+830+10%$1.5M$1.4M-$91.5K2026-10-30
Retirement Guys Formula LLC
INCREASED8,7907,056+1,734+25%$1.3M$1.4M+$81.4K2026-10-26
Diversified Trust Co
DECREASED8,5818,701-120-1%$1.7M$1.4M-$264.5K2026-11-06
Burling Wealth Partners, LLC
DECREASED8,50712,476-3,969-32%$2.4M$1.4M-$992.1K2026-11-09
Regions Financial Corp
DECREASED8,49210,014-1,522-15%$1.9M$1.4M-$527.7K2026-11-05
Indivisible Partners
INCREASED8,4578,421+36+0%$1.6M$1.4M-$231.2K2026-10-26
Sapient Capital LLC
DECREASED8,4338,592-159-2%$1.6M$1.4M-$232.2K2026-10-08
Nine Masts Capital Ltd
NEW8,400—+8,400——$1.4M—2026-11-09
Comprehensive Financial Consultants Institutional, Inc.
INCREASED8,3088,006+302+4%$1.5M$1.3M-$176.6K2026-10-15
Parallel Advisors, LLC
INCREASED8,3067,997+309+4%$1.5M$1.3M-$175.3K2026-11-03
R Squared Ltd
INCREASED8,2911,987+6,304+317%$376.8K$1.3M+$962.0K2026-11-06
Apollon Wealth Management, LLC
DECREASED8,01097,297-89,287-92%$18.4M$1.3M-$17.1M2026-10-23
Maseco LLP
INCREASED7,8267,316+510+7%$1.4M$1.3M-$95.4K2026-10-27
Mitchell & Pahl Private Wealth, LLC
INCREASED7,8217,369+452+6%$1.4M$1.3M-$134.5K2026-10-14
IFP Advisors, Inc
INCREASED7,7656,357+1,408+22%$1.2M$1.3M+$48.4K2026-10-16
AlphaCore Capital LLC
INCREASED7,6564,299+3,357+78%$815.2K$1.2M+$424.1K2026-11-04
New England Research & Management, Inc.
DECREASED7,64015,893-8,253-52%$3.0M$1.2M-$1.8M2026-10-16
First Affirmative Financial Network
NEW7,609—+7,609——$1.2M—2026-10-21
UMB Bank, n.a.
INCREASED7,6067,552+54+1%$1.4M$1.2M-$203.9K2026-11-06
Hilltop National Bank
INCREASED7,5987,577+21+0%$1.4M$1.2M-$209.9K2026-10-14
Prime Capital Investment Advisors, LLC
DECREASED7,5969,308-1,712-18%$1.8M$1.2M-$538.4K2026-10-20
Lebenthal Global Advisors, LLC
INCREASED7,4117,016+395+6%$1.3M$1.2M-$133.7K2026-10-28
Investors Asset Management of Georgia Inc
DECREASED7,3907,467-77-1%$1.4M$1.2M-$222.6K2026-10-20
Wedbush Securities Inc
INCREASED7,3807,267+113+2%$1.4K$1.2K-$1862026-10-22
CenterBook Partners LP
NEW7,250—+7,250——$1.2M—2026-11-02
Moors & Cabot, Inc.
INCREASED7,1516,836+315+5%$1.3M$1.2M-$141.6K2026-11-06
Mirae Asset Global Investments Co., Ltd.
DECREASED7,10714,842-7,735-52%$2.8M$1.1M-$1.7M2026-11-03
Banque de Luxembourg S.A.
INCREASED7,0965,968+1,128+19%$1.1M$1.2M+$27.1K2026-10-14
Harbour Investments, Inc.
DECREASED7,0439,609-2,566-27%$1.8M$1.1M-$679.2K2026-11-09
Versant Capital Management, Inc
DECREASED7,0257,263-238-3%$1.4M$1.1M-$215.6K2026-10-02
Personal CFO Solutions, LLC
DECREASED7,00411,123-4,119-37%$2.1M$1.1M-$978.3K2026-11-06
Malaga Cove Capital, LLC
INCREASED6,9846,791+193+3%$1.3M$1.1M-$160.0K2026-10-23
Optas, LLC
INCREASED6,9596,859+100+1%$1.3M$1.1M-$176.9K2026-11-09
Cyndeo Wealth Partners, LLC
INCREASED6,9456,841+104+2%$1.3M$1.1M-$175.8K2026-10-16
Gamma Investing LLC
DECREASED6,9417,491-550-7%$1.4M$1.1M-$299.7K2026-10-08
Summit Global Investments
INCREASED6,8846,543+341+5%$1.2K$1.1K-$1292026-10-28
Hohimer Wealth Management, LLC
INCREASED6,7806,719+61+1%$1.3M$1.1M-$179.3K2026-11-04
PDS Planning, Inc
DECREASED6,7296,926-197-3%$1.3M$1.1M-$226.8K2026-11-03
Cooper Financial Group
INCREASED6,6906,342+348+5%$1.2M$1.1M-$122.3K2026-10-07
Leavell Investment Management, Inc.
INCREASED6,6156,562+53+1%$1.2M$1.1M-$176.2K2026-11-09
Fifth Third Bancorp
DECREASED6,51310,955-4,442-41%$2.1M$1.1M-$1.0M2026-11-05
Laurion Capital Management LP
INCREASED6,5006,000+500+8%$1.1M$1.0M-$88.2K2026-10-30
Venture Visionary Partners LLC
INCREASED6,4906,353+137+2%$1.2M$1.0M-$156.7K2026-10-07
Wedmont Private Capital
INCREASED6,4025,202+1,200+23%$892.7K$1.0M+$123.8K2026-10-09
Elevated Private Wealth, LLC
INCREASED6,3766,226+150+2%$1.2M$1.0M-$151.0K2026-10-15
Coldstream Capital Management Inc
DECREASED6,32210,605-4,283-40%$2.0M$1.0M-$990.2K2026-11-09
Kathmere Capital Management, LLC
INCREASED6,3094,257+2,052+48%$807.2K$1.0M+$211.5K2026-10-20
Portside Wealth Group, LLC
DECREASED6,2776,707-430-6%$1.3M$1.0M-$258.2K2026-10-20
Abel Hall, LLC
INCREASED6,2763,006+3,270+109%$570.0K$1.0M+$443.4K2026-10-19
OAK Ridge Investments LLC
INCREASED6,2425,376+866+16%$1.0M$1.0M-$11.5K2026-10-30
Carnegie Investment Counsel
DECREASED6,2256,895-670-10%$1.3M$1.0M-$302.3K2026-10-20
Old National Bancorp
DECREASED6,2116,312-101-2%$1.2M$1.0M-$194.0K2026-10-20
Sanders Morris Harris LLC
NEW6,094—+6,094——$994.5K—2026-10-14
Dymon Asia Capital (Singapore) Pte. Ltd.
DECREASED6,00030,000-24,000-80%$5.7M$968.8K-$4.7M2026-11-04
Cherokee Insurance Co
UNCHANGED6,0006,00000%$1.1M$968.8K-$168.9K2026-11-05
StoneCrest Wealth Management, Inc.
NEW5,991—+5,991——$967.4K—2026-11-03
Clear Creek Financial Management, LLC
DECREASED5,9236,227-304-5%$1.2M$956.4K-$224.4K2026-10-28
Hanson & Doremus Investment Management
UNCHANGED5,9165,91600%$1.1K$955-$1672026-10-16
Henshaw Capital LLC
UNCHANGED5,8805,88000%$1.1M$949.4K-$165.5K2026-11-03
Axxcess Wealth Management, LLC
DECREASED5,8685,892-240%$1.1M$947.5K-$169.7K2026-10-21
Community Bank & Trust, Waco, Texas
INCREASED5,8325,367+465+9%$1.0K$950-$532026-10-19
Stockman Wealth Management, Inc.
DECREASED5,8325,841-90%$1.1M$941.7K-$165.9K2026-10-27
Fire Capital Management LLC
NEW5,780—+5,780——$933.4K—2026-10-27
Crumly & Associates Inc.
INCREASED5,7135,313+400+8%$1.0M$922.5K-$85.0K2026-10-07
Grove Bank & Trust
DECREASED5,7065,776-70-1%$1.1M$921.3K-$173.9K2026-10-08
Central Trust Co
DECREASED5,6509,945-4,295-43%$1.9M$912.4K-$973.4K2026-11-05
Advocate Group LLC
INCREASED5,6165,592+24+0%$1.1M$906.8K-$153.5K2026-10-19
TD Private Client Wealth LLC
DECREASED5,5965,750-154-3%$1.1M$912.7K-$163.1K2026-10-28
71 West Capital Partners
DECREASED5,5085,676-168-3%$1.1M$898.4K-$163.6K2026-11-04
DE Burlo Group Inc
DECREASED5,5035,753-250-4%$1.1M$888.6K-$202.3K2026-11-05
Canandaigua National Trust Co of Florida
NEW5,473—+5,473——$891.2K—2026-10-07
Signature Estate & Investment Advisors LLC
DECREASED5,4166,802-1,386-20%$1.3M$874.6K-$417.1K2026-10-13
Athena Wealth Management, LLC
INCREASED5,3335,277+56+1%$1.0M$861.2K-$139.4K2026-10-09
Sage Rhino Capital LLC
DECREASED5,2705,336-66-1%$1.0M$850.9K-$160.9K2026-10-28
Diversified Enterprises, LLC
INCREASED5,2634,654+609+13%$882.5K$849.8K-$32.7K2026-10-19
Foster Victor Wealth Advisors, LLC
INCREASED5,2523,899+1,353+35%$641.5K$861.1K+$219.7K2026-10-21
Courier Capital LLC
DECREASED5,0965,104-80%$967.8K$822.9K-$145.0K2026-10-19
1620 Investment Advisors, Inc.
NEW5,086—+5,086——$821.2K—2026-11-04
Aprio Wealth Management, LLC
INCREASED4,8703,524+1,346+38%$668.2K$786.3K+$118.1K2026-10-28
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED4,8384,83800%$917.4K$781.2K-$136.2K2026-10-23
Kingswood Wealth Advisors, LLC
DECREASED4,8294,927-98-2%$934.2K$779.8K-$154.4K2026-10-23
Koshinski Asset Management, Inc.
DECREASED4,7364,741-50%$899.0K$764.8K-$134.2K2026-10-29
LVW Advisors, LLC
DECREASED4,7175,241-524-10%$993.8K$761.7K-$232.1K2026-10-19
Midwest Trust Co
INCREASED4,6983,113+1,585+51%$590.3K$758.6K+$168.3K2026-10-22
Aaron Wealth Advisors LLC
DECREASED4,6195,254-635-12%$996.3K$745.8K-$250.4K2026-10-13
Advocate Investing Services LLC
UNCHANGED4,5504,55000%$862.8K$734.7K-$128.1K2026-10-26
Aries Wealth Management
INCREASED4,5464,486+60+1%$839.4K$741.3K-$98.1K2026-10-23
Simplicity Wealth,LLC
DECREASED4,4414,535-94-2%$859.9K$717.1K-$142.8K2026-10-23
Heritage Wealth Management, Inc.
DECREASED4,4024,415-130%$837.2K$710.8K-$126.4K2026-10-28
Brighton Jones LLC
INCREASED4,3944,201+193+5%$796.6K$709.4K-$87.2K2026-11-03
Baker Tilly Wealth Management, LLC
DECREASED4,3934,537-144-3%$860.3K$709.3K-$151.0K2026-10-05
Accurate Wealth Management, LLC
DECREASED4,3804,440-60-1%$762.5K$682.7K-$79.8K2026-10-20
Berman McAleer LLC
DECREASED4,3154,386-71-2%$831.7K$696.7K-$135.1K2026-10-16
Glenview Trust Co
DECREASED4,2954,346-51-1%$824.1K$693.5K-$130.6K2026-10-28
Carderock Capital Management Inc
NEW4,282—+4,282——$691.4K—2026-10-22
Procyon Advisors, LLC
DECREASED4,2294,845-616-13%$918.7K$682.9K-$235.9K2026-10-21
Oakworth Capital, Inc.
INCREASED4,2154,201+14+0%$781.0K$680.6K-$100.4K2026-10-26
Key FInancial Inc
DECREASED4,1484,187-39-1%$783.4K$676.6K-$106.9K2026-11-02
Bingham Private Wealth, LLC
INCREASED4,1404,104+36+1%$778.2K$668.5K-$109.7K2026-11-05
EPG Wealth Management LLC
INCREASED4,1124,026+86+2%$763.4K$663.9K-$99.5K2026-11-03
Confluence Wealth Services, Inc.
DECREASED4,0874,292-205-5%$813.9K$659.9K-$153.9K2026-11-05
Five Oceans Advisors
INCREASED4,0264,009+17+0%$760.2K$650.1K-$110.1K2026-10-22
NorthCrest Asset Manangement, LLC
INCREASED4,0203,744+276+7%$668.3K$638.2K-$30.0K2026-10-13
Sowell Financial Services LLC
DECREASED4,0048,906-4,902-55%$1.7M$646.6K-$1.0M2026-10-23
Hamel Associates, Inc.
DECREASED4,0034,456-453-10%$844.9K$646.4K-$198.6K2026-11-06
Kendall Capital Management
UNCHANGED3,9763,97600%$753.9K$642.0K-$111.9K2026-10-23
Vertrix Wealth Management, LLC
INCREASED3,9453,334+611+18%$632.2K$636.9K+$4.7K2026-10-13
HBK Sorce Advisory LLC
DECREASED3,9414,005-64-2%$646.8K$736.3K+$89.5K2026-11-06
Bank of Stockton
DECREASED3,9234,006-83-2%$759.6K$633.4K-$126.2K2026-10-20
Profund Advisors LLC
INCREASED3,9213,499+422+12%$663.5K$633.1K-$30.4K2026-10-29
Calamos Wealth Management LLC
DECREASED3,8894,208-319-8%$797.9K$628.0K-$170.0K2026-11-02
Mission Wealth Management, LP
DECREASED3,8516,410-2,559-40%$1.2M$621.9K-$593.6K2026-10-15
Advisor Resource Council
INCREASED3,8402,824+1,016+36%$537.0K$601.2K+$64.1K2026-11-05
Trust Co of Toledo NA
UNCHANGED3,8363,83600%$727.4K$619.4K-$108.0K2026-10-16
Generate Investment Management Ltd
DECREASED3,82858,838-55,010-93%$11.2M$618.1K-$10.5M2026-10-14
Burney Co/
DECREASED3,8004,508-708-16%$854.7K$613.5K-$241.2K2026-10-15
Cohen Investment Advisors LLC
INCREASED3,7333,602+131+4%$674.0K$608.9K-$65.1K2026-10-20
Beacon Investment Advisory Services, Inc.
DECREASED3,7254,043-318-8%$766.6K$601.5K-$165.2K2026-10-13
Ascentis Independent Advisors
INCREASED3,7212+3,719+185950%$379$600.8K+$600.5K2026-11-03
Miller Global Investments, LLC
UNCHANGED3,7063,70600%$702.7K$598.4K-$104.3K2026-10-02
LVM Capital Management LTD
UNCHANGED3,7053,70500%$703$598.2K+$597.5K2026-10-20
FSM Wealth Advisors, LLC
DECREASED3,7014,421-720-16%$838.4K$587.7K-$250.7K2026-10-27
Alhambra Investment Management LLC
INCREASED3,6952,840+855+30%$538.5K$596.6K+$58.1K2026-10-15
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED3,6823,406+276+8%$645.8K$594.5K-$51.3K2026-10-27
J.Safra Asset Management Corp
INCREASED3,6283,599+29+1%$682.4K$585.8K-$96.6K2026-11-03
First City Capital Management, Inc.
UNCHANGED3,6193,61900%$686.2K$584.4K-$101.9K2026-10-27
AA Financial Advisors, LLC
DECREASED3,6063,773-167-4%$715.4K$582.3K-$133.2K2026-10-19
China Universal Asset Management Co., Ltd.
NEW3,600—+3,600——$591.2K—2026-10-28
Columbia Asset Management
UNCHANGED3,5893,58900%$680.5K$579.5K-$101.0K2026-10-19
Nations Financial Group Inc,
DECREASED3,5873,611-24-1%$684.8K$579.2K-$105.6K2026-11-05
Vela Investment Management, LLC
DECREASED3,5744,854-1,280-26%$920.4K$577.1K-$343.3K2026-11-09
Independent Financial Group, LLC
DECREASED3,5593,608-49-1%$675.7K$580.1K-$95.7K2026-10-13
Zions Bancorporation, National Association
DECREASED3,5133,738-225-6%$708.8K$567.2K-$141.6K2026-11-06
Windsor Capital Management, LLC
DECREASED3,5073,539-32-1%$671.1K$566.3K-$104.8K2026-10-13
55 North Private Wealth, LLC
INCREASED3,4972,374+1,123+47%$450.2K$564.7K+$114.5K2026-10-20
Avestar Capital, LLC
DECREASED3,4866,836-3,350-49%$1.3M$566.2K-$722.0K2026-10-28
Chung Wu Investment Group, LLC
UNCHANGED3,4753,47500%$658.9K$561.1K-$97.8K2026-11-03
Nwam LLC
DECREASED3,4563,458-20%$655.7K$558.1K-$97.7K2026-11-09
Lanark Financial, Inc.
INCREASED3,4452,826+619+22%$536.0K$556.2K+$20.2K2026-10-26
Guerra PAN Advisors, LLC
DECREASED3,3623,813-451-12%$723.0K$551.2K-$171.8K2026-10-26
NWF Advisory Services Inc.
INCREASED3,3613,332+29+1%$623.4K$548.2K-$75.3K2026-10-19
Traveka Wealth, LLC
DECREASED3,3563,416-60-2%$647.7K$541.8K-$105.8K2026-10-19
Madson Wealth Advisors Inc
INCREASED3,3443,218+126+4%$610.2K$539.9K-$70.3K2026-10-13
Sovran Advisors, LLC
INCREASED3,2831,885+1,398+74%$325.1K$572.6K+$247.4K2026-11-02
SBI Securities Co., Ltd.
INCREASED3,2793,256+23+1%$617.4K$529.5K-$87.9K2026-10-22
Great Valley Advisor Group, Inc.
INCREASED3,2783,036+242+8%$575.8K$528.9K-$46.9K2026-11-09
Moneco Advisors, LLC
DECREASED3,2633,336-73-2%$632.6K$526.9K-$105.7K2026-11-05
Pekin Hardy Strauss, Inc.
UNCHANGED3,2623,26200%$610.3K$532.0K-$78.3K2026-11-02
BKM Wealth Management, LLC
INCREASED3,2343,070+164+5%$582.1K$522.2K-$59.9K2026-10-22
West Family Investments, Inc.
UNCHANGED3,2293,22900%$612.3K$521.4K-$90.9K2026-11-09
Williams Jones Wealth Management, Llc.
DECREASED3,1723,506-334-10%$664.8K$512.2K-$152.6K2026-11-05
Jacobi Capital Management LLC
INCREASED3,1542,954+200+7%$560.1K$509.2K-$50.9K2026-11-05
Anchyra Partners LLC
INCREASED3,1492,861+288+10%$542.5K$508.5K-$34.0K2026-10-13
SeaCrest Wealth Management, LLC
DECREASED3,1473,504-357-10%$664.4K$508.1K-$156.3K2026-10-21
Yousif Capital Management, LLC
DECREASED3,1473,302-155-5%$626.1K$508.1K-$118.0K2026-10-22
True North Advisors, LLC
INCREASED3,1312,850+281+10%$540.4K$497.5K-$42.9K2026-10-22
McLean Asset Management Corp
DECREASED3,1303,240-110-3%$549.6K$584.8K+$35.2K2026-11-06
Freestone Capital Holdings, LLC
INCREASED3,1291,615+1,514+94%$306.4K$505.2K+$198.8K2026-11-09
Family Capital Management, Inc.
INCREASED3,0792,926+153+5%$554.8K$497.1K-$57.7K2026-11-03
denkapparat Operations GmbH
UNCHANGED3,0603,06000%$572.2K$498.4K-$73.7K2026-11-09
Cromwell Holdings LLC
UNCHANGED3,0593,05900%$580.0K$493.9K-$86.1K2026-10-28
AlTi Global, Inc.
DECREASED3,0353,371-336-10%$636.4K$490.5K-$145.8K2026-11-09
Intesa Sanpaolo Wealth Management
DECREASED3,0135,340-2,327-44%$995.5K$491.6K-$503.9K2026-10-28
State of Wyoming
INCREASED2,990370+2,620+708%$70.2K$482.8K+$412.6K2026-10-28
Grandfield & Dodd, LLC
INCREASED2,9772,935+42+1%$556.7K$480.9K-$75.9K2026-10-29
Atlas Capital Advisors Inc.
UNCHANGED2,9762,97600%$564.4K$886.3K+$321.9K2026-11-09
Clean Yield Group
UNCHANGED2,9502,95000%$559.4K$476.3K-$83.0K2026-10-28
Howland Capital Management LLC
INCREASED2,9442,930+14+0%$555.6K$475.4K-$80.2K2026-10-22
Paladin Wealth, LLC
INCREASED2,9161,657+1,259+76%$314.2K$470.8K+$156.6K2026-10-23
Flagship Harbor Advisors, LLC
INCREASED2,9032,895+8+0%$549.0K$468.7K-$80.2K2026-10-26
Integrity Alliance, Llc.
INCREASED2,9001,977+923+47%$374.5K$470.0K+$95.6K2026-10-29
Spinnaker Investment Group, LLC
UNCHANGED2,8992,89900%$549.7K$468.1K-$81.6K2026-10-13
Breakwater Capital Group
INCREASED2,8962,866+30+1%$543.5K$467.6K-$75.8K2026-10-09
Sentinel Trust Co LBA
UNCHANGED2,8542,85400%$541$461-$802026-11-03
Norden Group LLC
DECREASED2,8533,475-622-18%$659.0K$460.6K-$198.3K2026-10-20
Norway Savings Bank
NEW2,839—+2,839——$462.3K—2026-10-20
Legacy Capital Wealth Partners, LLC
DECREASED2,8213,478-657-19%$659.5K$455.5K-$204.0K2026-10-21
Canopy Partners, LLC
INCREASED2,7852,702+83+3%$512.4K$449.7K-$62.7K2026-10-28
Signal Advisors Wealth, LLC
INCREASED2,7782,706+72+3%$513.0K$448.5K-$64.5K2026-10-13
Ashton Thomas Private Wealth, LLC
DECREASED2,7692,872-103-4%$541.7K$448.8K-$93.0K2026-11-03
Essex Bank
DECREASED2,7602,816-56-2%$534.0K$445.7K-$88.3K2026-10-16
Thoroughbred Financial Services, LLC
DECREASED2,7564,202-1,446-34%$796$445-$3512026-11-09
Gateway Investment Advisers LLC
INCREASED2,7551,604+1,151+72%$304.2K$444.9K+$140.7K2026-10-13
Gratus Wealth Advisors, LLC
DECREASED2,7522,807-55-2%$532.3K$444.4K-$87.9K2026-10-26
Capstone Capital Management Ltd
NEW2,748—+2,748——$443.7K—2026-10-21
EverSource Wealth Advisors, LLC
INCREASED2,7422,588+154+6%$490.7K$442.8K-$47.9K2026-11-04
Old Port Advisors
INCREASED2,7402,493+247+10%$472.7K$442.4K-$30.3K2026-10-23
Pinnacle Wealth Management Advisory Group, LLC
INCREASED2,7352,707+28+1%$513.4K$441.7K-$71.7K2026-10-23
Cornerstone Wealth Management, LLC
DECREASED2,6882,730-42-2%$517.7K$434.1K-$83.6K2026-11-04
Peregrine Asset Advisers, Inc.
INCREASED2,6512,450+201+8%$464.6K$428.1K-$36.5K2026-11-09
IFG Advisory, LLC
DECREASED2,6392,657-18-1%$503.8K$426.2K-$77.7K2026-11-09
International Assets Investment Management, LLC
INCREASED2,6341,729+905+52%$317.9K$415.4K+$97.5K2026-11-02
Lynx Investment Advisory
INCREASED2,6332,144+489+23%$406.5K$425.2K+$18.6K2026-10-27
Archford Capital Strategies, LLC
DECREASED2,6242,652-28-1%$497.8K$427.0K-$70.9K2026-10-19
Hardy Reed LLC
INCREASED2,6232,496+127+5%$473.3K$423.5K-$49.8K2026-11-06
Xponance LLC
INCREASED2,5842,265+319+14%$429.5K$417.2K-$12.3K2026-11-03
Arista Wealth Management, LLC
INCREASED2,5712,536+35+1%$480.9K$415.1K-$65.7K2026-10-29
Abacus Wealth Partners, LLC
INCREASED2,5282,507+21+1%$475.4K$408.2K-$67.2K2026-11-03
Joel Isaacson & Co., LLC
INCREASED2,5122,432+80+3%$461.2K$405.6K-$55.5K2026-11-05
JFS Wealth Advisors, LLC
UNCHANGED2,4972,49700%$473.5K$403.2K-$70.3K2026-11-03
Nilsine Partners, LLC
DECREASED2,4772,617-140-5%$496.2K$400.0K-$96.3K2026-11-02
Argent Trust Co
INCREASED2,4772,421+56+2%$459.1K$400.0K-$59.1K2026-11-09
Certior Financial Group, LLC
INCREASED2,4512,359+92+4%$447.3K$395.8K-$51.6K2026-10-19
XML Financial, LLC
UNCHANGED2,4492,44900%$464.4K$395.4K-$68.9K2026-10-29
Krilogy Financial LLC
DECREASED2,4473,357-910-27%$636.6K$387.4K-$249.1K2026-10-13
Tranquility Partners, LLC
INCREASED2,4341,492+942+63%$282.9K$393.9K+$111.0K2026-10-20
Visionary Wealth Advisors
INCREASED2,4222,410+12+1%$457.0K$391.1K-$65.9K2026-11-04
Soltis Investment Advisors LLC
INCREASED2,4201,537+883+57%$291.4K$390.7K+$99.4K2026-10-28
Pine Valley Investments Ltd Liability Co
DECREASED2,4142,426-120%$460.0K$389.8K-$70.2K2026-11-09
Globalt Investments LLC / GA
DECREASED2,40629,158-26,752-92%$5.5M$388.5K-$5.1M2026-10-27
Sageworth Trust Co of South Dakota
UNCHANGED2,4052,40500%$456.0K$388.3K-$67.7K2026-10-30
First Citizens Bank & Trust Co
DECREASED2,4032,753-350-13%$522.0K$388.0K-$134.0K2026-10-14
Bellecapital International Ltd.
UNCHANGED2,3872,38700%$446.0K$388.8K-$57.2K2026-10-21
Net Worth Advisory Group
INCREASED2,3841,987+397+20%$376.7K$375.9K-$8202026-10-20
Optivise Advisory Services LLC
DECREASED2,3782,400-22-1%$455.1K$384.0K-$71.2K2026-10-19
Cetera Trust Company, N.a
UNCHANGED2,3692,36900%$449.2K$382.5K-$66.7K2026-11-09
SVB Wealth LLC
DECREASED2,3682,806-438-16%$532.1K$382.4K-$149.7K2026-11-06
Avantra Family Wealth, Inc.
DECREASED2,3563,057-701-23%$579.7K$380.5K-$199.2K2026-10-20
Tanager Wealth Management LLP
INCREASED2,3551,550+805+52%$290.1K$384.1K+$94.0K2026-10-19
Advisors Management Group Inc
DECREASED2,3522,355-30%$446$379-$672026-11-05
Kondo Wealth Advisors, Inc.
DECREASED2,3492,351-20%$445.8K$379.3K-$66.5K2026-10-19
Riversedge Advisors, LLC
INCREASED2,3472,280+67+3%$432.3K$379.0K-$53.4K2026-10-09
Keudell ison Wealth Management
UNCHANGED2,3432,34300%$444.3K$378.3K-$66.0K2026-10-16
King Luther Capital Management Corp
INCREASED2,3412,250+91+4%$426.6K$378.0K-$48.6K2026-11-05
Forvis Mazars Wealth Advisors, LLC
INCREASED2,3212,202+119+5%$417.5K$374.8K-$42.8K2026-10-13
Certuity, LLC
DECREASED2,3202,430-110-5%$420.3K$346.3K-$74.0K2026-11-02
MW Advisory, LLC
DECREASED2,3042,376-72-3%$450.5K$371.9K-$78.6K2026-10-19
Grimes & Co Wealth Management, LLC
DECREASED2,3022,381-79-3%$451.5K$371.7K-$79.7K2026-10-29
Triad Wealth Partners, LLC
INCREASED2,2992,131+168+8%$336.6K$371.3K+$34.7K2026-10-26
Integrated Advisors Network LLC
INCREASED2,2891,947+342+18%$369.2K$369.6K+$4142026-10-20
Pines Wealth Management, LLC
INCREASED2,2882,176+112+5%$412.6K$369.4K-$43.2K2026-10-21
FDx Advisors, Inc.
DECREASED2,2793,788-1,509-40%$718$368-$3502026-11-09
Thrive Capital Management, LLC
INCREASED2,2732,189+84+4%$415.1K$367.0K-$48.1K2026-10-28
Mesirow Financial Investment Management, Inc.
INCREASED2,2571,953+304+16%$370.2K$364.4K-$5.9K2026-11-05
Cerro Pacific Wealth Advisors LLC
INCREASED2,2501,851+399+22%$351.0K$363.4K+$12.3K2026-10-22
PFG Private Wealth Management, LLC
INCREASED2,2411,770+471+27%$335.6K$361.8K+$26.2K2026-10-15
May Hill Capital, LLC
DECREASED2,2352,535-300-12%$480.7K$360.9K-$119.8K2026-11-03
Modera Wealth Management, LLC
INCREASED2,2321,892+340+18%$358.8K$360.4K+$1.6K2026-10-28
Connecticut Wealth Management, LLC
DECREASED2,2302,418-188-8%$458.5K$360.1K-$98.4K2026-10-13
Uhlmann Price Securities, LLC
INCREASED2,2271,751+476+27%$332.0K$359.6K+$27.6K2026-11-03
DeDora Capital, Inc.
INCREASED2,2272,226+1+0%$422.1K$359.6K-$62.5K2026-10-26
Meadow Creek Wealth Advisors LLC
DECREASED2,2122,491-279-11%$472.3K$357.2K-$115.2K2026-11-02
Alta Capital Management LLC/
INCREASED2,2082,106+102+5%$399.3K$356.6K-$42.7K2026-10-26
Thrive Wealth Management, LLC
DECREASED2,2042,264-60-3%$429.3K$355.9K-$73.4K2026-10-13
ROI Financial Advisors, LLC
INCREASED2,1981,607+591+37%$304.7K$354.9K+$50.2K2026-10-19
Encompass More Asset Management
INCREASED2,1671,482+685+46%$281.0K$349.9K+$68.9K2026-10-16
Keenan, LLC
UNCHANGED2,1632,16300%$410.2K$349.3K-$60.9K2026-10-23
Angeles Wealth Management, LLC
DECREASED2,1532,383-230-10%$451.4K$347.9K-$103.5K2026-10-26
Thompson Siegel & Walmsley LLC
UNCHANGED2,1522,15200%$408$347-$612026-11-05
Wormser Freres Gestion
NEW2,149—+2,149——$350.6K—2026-10-21
Howard Financial Services, Ltd.
INCREASED2,1472,120+27+1%$402.0K$346.7K-$55.3K2026-10-15
Seven Mile Advisory
INCREASED2,1462,129+17+1%$403.7K$346.6K-$57.1K2026-10-22
Frederick Financial Consultants, LLC
UNCHANGED2,1442,14400%$406.5K$346.2K-$60.3K2026-10-29
Cora Capital Advisors LLC
INCREASED2,1412,125+16+1%$398.5K$348.6K-$49.9K2026-11-02
Rosenberg Matthew Hamilton
INCREASED2,1292,051+78+4%$388.9K$343.8K-$45.1K2026-10-05
Smithfield Trust Co
UNCHANGED2,1172,11700%$396$344-$522026-11-09
Wealth Dimensions Group, Ltd.
INCREASED2,0932,002+91+5%$379.6K$337.9K-$41.7K2026-11-02
One Way Holdings LLC
DECREASED2,0902,205-115-5%$418.1K$337.5K-$80.6K2026-10-29
Brookstone Capital Management
DECREASED2,0894,146-2,057-50%$786.1K$337.2K-$448.9K2026-10-22
Patriot Investment Management Group, Inc.
DECREASED2,0892,138-49-2%$405.4K$337.3K-$68.1K2026-10-15
First Financial Bank - Trust Division
DECREASED2,0622,098-36-2%$397.8K$333.0K-$64.9K2026-10-01
Traub Capital Management LLC
UNCHANGED2,0582,05800%$390.1K$332.2K-$57.9K2026-11-09
Murphy & Mullick Capital Management Corp
UNCHANGED2,0472,04700%$387.6K$330.9K-$56.7K2026-11-02
SAX Wealth Advisors, LLC
INCREASED2,0361,480+556+38%$291.9K$328.8K+$36.9K2026-10-13
Cove Private Wealth, LLC
UNCHANGED2,0312,03100%$385.1K$327.9K-$57.2K2026-10-28
SFG Wealth Management, Llc.
DECREASED2,0242,059-35-2%$390.4K$326.8K-$63.6K2026-10-23
Monument Capital Management
DECREASED2,0222,243-221-10%$425.3K$326.5K-$98.8K2026-10-09
Cypress Wealth Services, LLC
DECREASED2,0212,069-48-2%$392.3K$320.6K-$71.8K2026-10-21
Avidian Wealth Enterprises, LLC
INCREASED2,0161,798+218+12%$341.0K$325.6K-$15.4K2026-10-08
Partners Wealth Management, LLC
NEW1,997—+1,997——$322.5K—2026-10-28
Camden National Bank
INCREASED1,9931,544+449+29%$292.8K$321.8K+$29.0K2026-11-02
Avior Wealth Management, LLC
DECREASED1,9872,407-420-17%$456.4K$320.8K-$135.6K2026-10-13
Clearstead Trust, LLC
DECREASED1,9822,089-107-5%$396.1K$320.0K-$76.1K2026-11-06
Fairvoy Private Wealth, LLC
DECREASED1,9802,027-47-2%$384.4K$319.7K-$64.6K2026-10-19
Barry Investment Advisors, LLC
UNCHANGED1,9801,98000%$375.5K$319.7K-$55.7K2026-10-14
Meyer Handelman Co
UNCHANGED1,9621,96200%$371.5K$317.1K-$54.4K2026-10-28
Opal Wealth Advisors, LLC
DECREASED1,9602,227-267-12%$422.3K$316.5K-$105.8K2026-10-16
Root Financial Partners, LLC
INCREASED1,9551,729+226+13%$327.9K$315.7K-$12.2K2026-10-21
Simon Quick Advisors, LLC
INCREASED1,9441,747+197+11%$331.3K$314.0K-$17.4K2026-10-26
Argos Wealth Advisors, LLC
UNCHANGED1,9391,93900%$367.7K$313.1K-$54.6K2026-11-02
Moody National Bank Trust Division
DECREASED1,9302,313-383-17%$438.6K$311.6K-$127.0K2026-10-06
M Holdings Securities, Inc.
NEW1,906—+1,906——$317—2026-11-03
HighPoint Advisor Group LLC
INCREASED1,9051,753+152+9%$332.4K$307.6K-$24.8K2026-11-09
Foster Group, Inc.
DECREASED1,8942,053-159-8%$389.3K$305.8K-$83.5K2026-10-13
Ejmk Ventures LLC
DECREASED1,8922,167-275-13%$410.9K$305.5K-$105.4K2026-10-21
Central Bank & Trust Co
NEW1,890—+1,890——$305.0K—2026-10-09
Davis Investment Partners, LLC
INCREASED1,8681,806+62+3%$342.4K$301.7K-$40.8K2026-11-05
Drive Wealth Management, LLC
DECREASED1,8622,156-294-14%$408.8K$300.7K-$108.1K2026-11-09
Veery Capital, LLC
INCREASED1,8571,787+70+4%$338.9K$299.9K-$39.0K2026-10-07
Hudock, Inc.
UNCHANGED1,8381,83800%$344.6K$299.5K-$45.1K2026-10-14
Baker Avenue Asset Management, LP
DECREASED1,8362,147-311-14%$407.1K$296.5K-$110.6K2026-11-06
Legacy Capital Group California, Inc.
INCREASED1,8301,814+16+1%$344.0K$295.5K-$48.5K2026-11-09
Rose Capital Advisors LLC
NEW1,826—+1,826——$294.9K—2026-11-04
Greatmark Investment Partners, Inc.
UNCHANGED1,8211,82100%$345.3K$294.0K-$51.3K2026-10-28
PUREfi Wealth, LLC
INCREASED1,8161,788+28+2%$339.0K$293.2K-$45.8K2026-10-19
Larson Financial Group LLC
INCREASED1,8091,354+455+34%$256.7K$292.1K+$35.4K2026-11-05
Souders Financial Advisors
DECREASED1,8041,928-124-6%$365.6K$291.3K-$74.3K2026-11-03
Livet Wealth, LLC
INCREASED1,8031,640+163+10%$311.0K$291.1K-$19.8K2026-10-27
VestGen Advisors, LLC
DECREASED1,7993,325-1,526-46%$630.1K$290.7K-$339.4K2026-10-27
BridgePort Financial Solutions, LLC
DECREASED1,7931,830-37-2%$347.0K$289.5K-$57.5K2026-11-02
Rossby Financial, LCC
DECREASED1,7881,904-116-6%$361.0K$288.7K-$72.3K2026-11-05
Capital Investment Advisory Services, LLC
DECREASED1,7801,845-65-4%$349.8K$287.6K-$62.2K2026-10-30
Pacific Excel Wealth Advisors, Inc.
DECREASED1,7502,136-386-18%$405.0K$282.7K-$122.3K2026-10-27
Legal Advantage Investments, Inc.
UNCHANGED1,7371,73700%$329.4K$280.5K-$48.9K2026-10-13
AMG National Trust Bank
DECREASED1,7295,635-3,906-69%$1.1M$279.8K-$787.6K2026-11-05
Northcape Wealth Management, LLC
UNCHANGED1,7251,72500%$327.1K$278.5K-$48.6K2026-11-04
Financiere des Professionnels - Fonds d'investissement inc.
NEW1,724—+1,724——$278.4K—2026-11-03
Magnus Financial Group LLC
DECREASED1,7241,877-153-8%$355.9K$278.4K-$77.5K2026-10-21
Strategic Advisors LLC
UNCHANGED1,7241,72400%$326.9K$278.4K-$48.5K2026-10-13
Defined Wealth Management, LLC
INCREASED1,7151,293+422+33%$245.2K$276.9K+$31.7K2026-10-19
Klingman & Associates, LLC
DECREASED1,7141,731-17-1%$328.2K$276.8K-$51.5K2026-10-20
Mather Group, Llc.
INCREASED1,6971,489+208+14%$282.3K$274.0K-$8.3K2026-10-14
MassMutual Private Wealth & Trust, FSB
DECREASED1,6963,467-1,771-51%$657.4K$273.9K-$383.6K2026-10-05
August Group Capital Ltd
DECREASED1,6881,753-65-4%$332.2K$272.4K-$59.8K2026-10-14
Capital Investment Advisors, LLC
INCREASED1,6721,510+162+11%$286.3K$270.0K-$16.3K2026-10-22
Tiller Private Wealth, Inc.
INCREASED1,6691,649+20+1%$312.7K$269.5K-$43.2K2026-10-26
Lewis Asset Management, LLC
NEW1,665—+1,665——$268.8K—2026-10-14
Texas Capital Bank Wealth Management Services Inc
DECREASED1,6351,705-70-4%$319.0K$266.7K-$52.3K2026-11-09
Sigma Planning Corp
DECREASED1,6342,391-757-32%$453.3K$263.8K-$189.6K2026-10-23
Picton Mahoney Asset Management
DECREASED1,62513,330-11,705-88%$2.5M$264.5K-$2.2M2026-11-09
Legacy Wealth Management, LLC / MS
UNCHANGED1,6231,62300%$307.8K$262.1K-$45.7K2026-10-30
Balefire, LLC
DECREASED1,6221,645-23-1%$311.9K$261.9K-$50.0K2026-10-09
First Command Advisory Services, Inc.
INCREASED1,617584+1,033+177%$109.3K$263.7K+$154.5K2026-11-05
Odyssey Capital Advisors, Inc.
DECREASED1,6161,683-67-4%$319.1K$260.9K-$58.2K2026-10-26
Interchange Capital Partners, LLC
DECREASED1,6151,617-20%$303.6K$262.7K-$40.9K2026-10-28
Great Diamond Partners, LLC
DECREASED1,6011,784-183-10%$338.3K$258.5K-$79.8K2026-10-13
West Michigan Advisors, LLC
DECREASED1,5961,636-40-2%$310.2K$257.7K-$52.5K2026-11-09
Harbor Investment Advisory, LLC
DECREASED1,5891,766-177-10%$330.4K$259.2K-$71.3K2026-10-13
Legacy Trust
NEW1,574—+1,574——$293.8K—2026-11-06
Advisor OS, LLC
DECREASED1,5611,653-92-6%$313.4K$252.1K-$61.3K2026-11-03
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED1,5521,55200%$294.3K$250.6K-$43.7K2026-10-28
Finward Bancorp
UNCHANGED1,5481,54800%$293.5K$250.0K-$43.6K2026-10-14
Greenspring Advisors, LLC
DECREASED1,5431,685-142-8%$319.5K$249.1K-$70.4K2026-11-05
E&G Advisors, LLC
UNCHANGED1,5411,54100%$292.2K$248.8K-$43.4K2026-10-13
KCM Investment Advisors LLC
DECREASED1,5401,577-37-2%$299.0K$248.7K-$50.4K2026-10-27
Private Trust Co NA
DECREASED1,5392,309-770-33%$431.9K$250.6K-$181.3K2026-10-20
RBA Wealth Management, LLC
NEW1,535—+1,535——$247.9K—2026-10-28
Apella Capital, LLC
INCREASED1,5271,474+53+4%$284.7K$244.6K-$40.1K2026-10-08
Lyell Wealth Management, LP
INCREASED1,5201,377+143+10%$261.1K$245.4K-$15.7K2026-10-30
CWA Asset Management Group, LLC
INCREASED1,5191,495+24+2%$283.5K$245.3K-$38.2K2026-10-19
Wiregrass Investment Management LLC
INCREASED1,5071,394+113+8%$264.3K$243.3K-$21.0K2026-11-05
Laurel OAK Wealth Management, LLC
DECREASED1,5061,544-38-2%$292.8K$243.2K-$49.6K2026-10-19
Verity Asset Management, Inc.
DECREASED1,5041,561-57-4%$296.1K$242.9K-$53.2K2026-10-30
Walkner Condon Financial Advisors LLC
NEW1,486—+1,486——$239.9K—2026-11-02
Cordoba Advisory Partners LLC
DECREASED1,4771,758-281-16%$333.0K$239.7K-$93.2K2026-10-19
Farmers & Merchants Trust Co of Long Beach
INCREASED1,4661,163+303+26%$220.5K$236.7K+$16.2K2026-10-22
RDA Financial Network
INCREASED1,4561,085+371+34%$205.7K$235.2K+$29.4K2026-10-15
Tompkins Financial Corp
UNCHANGED1,4451,44500%$274.0K$233.3K-$40.7K2026-10-05
Covenant Asset Management, LLC
DECREASED1,44341,874-40,431-97%$7.9M$233.0K-$7.7M2026-10-14
Enterprise Financial Services Corp
DECREASED1,4411,473-32-2%$279.3K$232.7K-$46.6K2026-11-03
Navalign, LLC
INCREASED1,4311,312+119+9%$248.8K$231.1K-$17.6K2026-11-09
McAdam, LLC
INCREASED1,4261,338+88+7%$253.7K$230.3K-$23.5K2026-10-21
Ballast, Inc.
UNCHANGED1,4241,42400%$270.0K$229.9K-$40.1K2026-10-20
Palladiem, LLC
INCREASED1,4191,416+3+0%$268.5K$229.1K-$39.4K2026-11-09
Western Wealth Management, LLC
DECREASED1,4091,448-39-3%$274.6K$227.5K-$47.1K2026-11-09
Gallacher Capital Management LLC
DECREASED1,4022,120-718-34%$402.0K$226.4K-$175.6K2026-10-30
Facet Wealth, Inc.
DECREASED1,4001,627-227-14%$308.5K$226.1K-$82.5K2026-11-04
Tepp RIA, LLC
UNCHANGED1,4001,40000%$265.5K$226.1K-$39.4K2026-10-14
Massachusetts Wealth Management
UNCHANGED1,4001,40000%$265.5K$226.1K-$39.4K2026-10-21
AGF Management LTD
UNCHANGED1,3871,38700%$263.0K$224.0K-$39.0K2026-11-03
Waystone Advisors LLC
UNCHANGED1,3861,38600%$262.8K$262.8K$02026-10-16
Armstrong, Fleming & Moore, Inc
UNCHANGED1,3831,38300%$262.2K$223.3K-$38.9K2026-10-28
Wealthfront Advisers LLC
INCREASED1,3811,203+178+15%$228.1K$223.0K-$5.1K2026-11-09
Trust Point Inc.
INCREASED1,3761,238+138+11%$234.8K$222.2K-$12.6K2026-10-27
Ariston Services Group
NEW1,373—+1,373——$221.7K—2026-10-16
Heritage Family Offices, LLP
DECREASED1,3422,136-794-37%$405.0K$216.7K-$188.3K2026-11-02
Aspiriant, LLC
INCREASED1,3331,217+116+10%$230.8K$215.2K-$15.5K2026-10-16
Center For Asset Management LLC
DECREASED1,3302,121-791-37%$402.2K$214.8K-$187.4K2026-10-16
Garrett Wealth Advisory Group, LLC
NEW1,327—+1,327——$216.1K—2026-10-22
Neville Rodie & Shaw Inc
UNCHANGED1,3181,31800%$250$213-$372026-10-05
Gerber Kawasaki Wealth & Investment Management
NEW1,310—+1,310——$211.6K—2026-10-29
Hoxton Planning & Management, LLC
DECREASED1,3081,504-196-13%$285.2K$211.2K-$74.0K2026-10-15
Brady Martz Wealth Solutions, LLC
NEW1,290—+1,290——$208.3K—2026-11-05
Chapin Davis, Inc.
DECREASED1,2771,357-80-6%$257.2K$206.2K-$51.1K2026-10-09
Saxony Capital Management, LLC
UNCHANGED1,2751,27500%$238.6K$208.0K-$30.6K2026-10-15
Vann Equity Management LLC
INCREASED1,2661,236+30+2%$234.3K$204.4K-$29.8K2026-10-08
Nfsg Corp
INCREASED1,2571,128+129+11%$213.9K$203.0K-$10.9K2026-10-15
Bay Capital Advisors, LLC
UNCHANGED1,2561,25600%$238.2K$202.8K-$35.4K2026-10-16
Inscription Capital, LLC
DECREASED1,2511,832-581-32%$347.4K$202.0K-$145.4K2026-11-02
Claro Advisors Inc.
INCREASED1,2471,185+62+5%$224.8K$201.4K-$23.4K2026-11-02
Guardian Wealth Management, Inc.
DECREASED1,2421,392-150-11%$264.0K$200.5K-$63.4K2026-10-30
Prescott Group Capital Management, L.L.C.
UNCHANGED1,2401,24000%$235.1K$200.2K-$34.9K2026-10-30
First Horizon Corp
DECREASED1,1861,506-320-21%$285.6K$191.5K-$94.1K2026-10-26
Owl Creek Wealth Partners LLC
DECREASED1,1661,241-75-6%$235.3K$188.3K-$47.0K2026-10-20
Knuff & Co LLC
INCREASED1,1501,050+100+10%$199.1K$185.7K-$13.4K2026-11-06
Asset Dedication, LLC
DECREASED1,1501,244-94-8%$235.9K$185.7K-$50.2K2026-11-03
Alpha Family Trust
UNCHANGED1,1201,12000%$212.4K$212.4K$02026-11-04
Hazlett, Burt & Watson, Inc.
INCREASED1,1141,107+7+1%$209$180-$292026-11-04
Silver OAK Securities, Incorporated
NEW1,112—+1,112——$207.4K—2026-11-09
Eastern Bank
DECREASED1,0926,092-5,000-82%$1.1M$176.3K-$966.5K2026-10-05
Alerus Financial NA
INCREASED1,087586+501+85%$111.1K$175.5K+$64.4K2026-11-09
Flagship Wealth Advisors, LLC
DECREASED1,0311,076-45-4%$201.3K$168.2K-$33.2K2026-11-03
Golden State Wealth Management, LLC
DECREASED1,0241,109-85-8%$210.3K$165.4K-$44.9K2026-11-02
Manchester Capital Management LLC
DECREASED9651,415-450-32%$268.3K$155.8K-$112.5K2026-10-22
Gen-Wealth Partners Inc
NEW959—+959——$154.9K—2026-11-04
Financial Perspectives, Inc
UNCHANGED93293200%$176.8K$150.5K-$26.2K2026-11-03
Parkside Financial Bank & Trust
INCREASED895879+16+2%$166.7K$144.4K-$22.2K2026-10-27
Financial Consulate, Inc
INCREASED888870+18+2%$165.0K$143.4K-$21.6K2026-10-23
Mitsubishi UFJ Asset Management Co., Ltd.
DECREASED879887-8-1%$168.2K$141.9K-$26.3K2026-11-05
Salomon & Ludwin, LLC
DECREASED8511,003-152-15%$184.4K$137.4K-$47.0K2026-10-29
Princeton Global Asset Management LLC
UNCHANGED82882800%$154.9K$135.0K-$19.9K2026-10-21
Foster Dykema Cabot & Partners, LLC
UNCHANGED82082000%$155.5K$132.4K-$23.1K2026-10-30
James T. Borello RIA
INCREASED807608+199+33%$115.3K$130.3K+$15.0K2026-10-16
Westside Investment Management, Inc.
UNCHANGED77977900%$147.7K$123.7K-$24.0K2026-11-02
Nisa Investment Advisors, LLC
INCREASED759721+38+5%$136.7K$122.6K-$14.2K2026-10-20
Luken Investment Analytics, LLC
UNCHANGED75075000%$142.2K$121.1K-$21.1K2026-11-06
MB, Levis & Associates, LLC
UNCHANGED74574500%$141.3K$120.3K-$21.0K2026-10-16
Rothwell Investment Advisors, LLC
NEW734—+734——$118.5K—2026-11-06
North Star Investment Management Corp.
INCREASED706656+50+8%$124.4K$114.0K-$10.4K2026-10-27
Greykasell Wealth Strategies, Inc.
UNCHANGED69069000%$130.8K$111.4K-$19.4K2026-11-09
Legacies Wealth LLC
UNCHANGED64564500%$122.3K$104.1K-$18.2K2026-11-02
Quent Capital, LLC
INCREASED637590+47+8%$110.7K$119.2K+$8.5K2026-11-09
Strengthening Families & Communities, LLC
INCREASED631506+125+25%$95.9K$102.0K+$6.1K2026-10-21
Activest Wealth Management
NEW620—+620——$100.4K—2026-10-15
Towne Trust Company, N.a
UNCHANGED61261200%$116.0K$98.8K-$17.2K2026-10-28
Investors Research Corp
DECREASED606642-36-6%$121.7K$97.9K-$23.9K2026-10-07
Armstrong Advisory Group, Inc
DECREASED596715-119-17%$135.6K$96.2K-$39.3K2026-10-09
Brown, Lisle Ings, Inc.
UNCHANGED58158100%$110.1K$93.7K-$16.3K2026-10-16
Tsfg, LLC
INCREASED574573+1+0%$109$93-$162026-10-23
Axiom Investment Management LLC
UNCHANGED55755700%$105.6K$89.9K-$15.7K2026-11-03
Adirondack Trust Co
INCREASED544543+1+0%$103.0K$87.8K-$15.1K2026-10-14
Center for Financial Planning, Inc.
INCREASED542528+14+3%$100.1K$87.5K-$12.6K2026-10-26
Community Bank, N.A.
UNCHANGED53253200%$100.9K$85.9K-$15.0K2026-11-06
WPG Advisers, LLC
DECREASED5141,054-540-51%$199.9K$83.0K-$116.9K2026-10-27
Physician Wealth Advisors, Inc.
INCREASED504492+12+2%$93.3K$81.3K-$11.9K2026-10-20
Southern Michigan Bank & Trust
DECREASED500509-9-2%$95.1K$81.5K-$13.7K2026-10-19
Farmers & Merchants Investments Inc
UNCHANGED50050000%$93.5K$81.5K-$12.0K2026-10-22
Hilton Head Capital Partners, LLC
UNCHANGED49949900%$94.5K$80.6K-$14.0K2026-10-23
Ares Financial Consulting, LLC
UNCHANGED48648600%$92.2K$78.5K-$13.7K2026-10-19
Centennial Bank
UNCHANGED48048000%$89.7K$78.7K-$11.0K2026-11-09
William Mack & Associates, Inc.
NEW471—+471——$76.1K—2026-10-27
CoreCap Advisors, LLC
DECREASED465519-54-10%$98.4K$75.1K-$23.3K2026-10-08
Ascentis Wealth Management, LLC
INCREASED464280+184+66%$53.1K$74.9K+$21.8K2026-11-03
Highline Wealth Partners LLC
INCREASED460314+146+47%$59.4K$74.3K+$14.8K2026-10-19
Mechanics Financial Corp
UNCHANGED45045000%$84.1K$73.3K-$10.8K2026-11-05
Financial Management Professionals, Inc.
INCREASED448425+23+5%$80.6K$72.3K-$8.3K2026-10-23
MTM Investment Management, LLC
UNCHANGED42442400%$80.4K$68.5K-$11.9K2026-10-30
Indiana Trust & Investment Management Co
UNCHANGED42042000%$78.6K$68.4K-$10.2K2026-10-22
Highland Investment Advisors LLC
INCREASED408404+4+1%$76.7K$65.9K-$10.8K2026-11-09
Quaker Wealth Management, LLC
UNCHANGED40840800%$77.4K$65.9K-$11.5K2026-10-22
Dhjj Financial Advisors, Ltd.
UNCHANGED40040000%$75.8K$64.6K-$11.3K2026-10-23
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
INCREASED387353+34+10%$66.9K$62.5K-$4.4K2026-11-06
General Partner, Inc.
UNCHANGED38438400%$72.8K$62.0K-$10.8K2026-10-05
Silver Grove Financial Group, Inc.
DECREASED381398-17-4%$75.5K$61.5K-$13.9K2026-11-05
Valley National Advisers Inc
DECREASED37813,217-12,839-97%$2.5M$61.0K-$2.4M2026-10-23
Valley Wealth Managers, Inc.
UNCHANGED37437400%$70.9K$60.4K-$10.5K2026-10-09
Wilkerson Advisory Group LLC
DECREASED366974-608-62%$184.7K$59.1K-$125.6K2026-10-20
Thompson Investment Management, Inc.
INCREASED347324+23+7%$61.4K$56.0K-$5.4K2026-10-14
Concord Wealth Partners
UNCHANGED33533500%$63.5K$54.1K-$9.4K2026-11-02
Hoey Investments, Inc
INCREASED32977+252+327%$14.6K$53.1K+$38.5K2026-10-29
Cassaday & Co Wealth Management LLC
INCREASED307210+97+46%$39.3K$50.1K+$10.8K2026-10-27
Elyxium Wealth, LLC
NEW305—+305——$49.2K—2026-10-27
Balance Wealth Partners LLC
NEW298—+298——$48.1K—2026-10-27
West Financial Advisors, LLC
NEW294—+294——$47.5K—2026-10-22
Pinnacle Bancorp, Inc.
UNCHANGED29129100%$54.4K$47.4K-$7.0K2026-10-21
Gables Capital Management Inc.
UNCHANGED28728700%$54.4K$46.3K-$8.1K2026-11-04
V-Square Quantitative Management LLC
DECREASED281631-350-55%$119.7K$45.4K-$74.3K2026-10-15
Dynamic Wealth Strategies, LLC
UNCHANGED26626600%$50.4K$43.0K-$7.5K2026-10-16
Jnba Financial Advisors
UNCHANGED26526500%$50.3K$42.8K-$7.5K2026-11-03
Triumph Capital Management
INCREASED252190+62+33%$36.0K$40.7K+$4.7K2026-10-14
Addison Advisors LLC
INCREASED248240+8+3%$45.5K$40.0K-$5.5K2026-11-06
High Note Wealth, LLC
UNCHANGED23923900%$45.3K$38.6K-$6.7K2026-10-27
Acumen Wealth Advisors, LLC
INCREASED238196+42+21%$37.2K$38.4K+$1.3K2026-11-05
Aventus Investment Advisors, Inc.
UNCHANGED23523500%$44.6K$37.9K-$6.6K2026-10-09
Archer Investment Corp
DECREASED231269-38-14%$51.0K$37.4K-$13.6K2026-11-05
Signature Equity Partners, LLC
DECREASED212270-58-21%$51.2K$34.2K-$17.1K2026-10-29
Atlantic Edge Private Wealth Management, LLC
UNCHANGED20720700%$39.3K$33.4K-$5.8K2026-10-20
Lynch Investment Planning, LLC
NEW200—+200——$32.3K—2026-10-27
Avion Wealth
UNCHANGED19719700%$37$31-$62026-11-04
Creative Financial Designs Inc
DECREASED193199-6-3%$37.7K$31.2K-$6.6K2026-11-04
GK Wealth Management LLC
NEW192—+192——$31.0K—2026-10-09
KFG LLC
NEW191—+191——$30.8K—2026-11-02
Laurel Wealth Advisors LLC
NEW187—+187——$30.2K—2026-10-27
Albion Financial Group
UNCHANGED18118100%$34.3K$29.2K-$5.1K2026-10-21
Pacific Center for Financial Services
UNCHANGED17517500%$33.2K$28.3K-$4.9K2026-10-15
Redwood Park Advisors LLC
NEW169—+169——$27.3K—2026-11-02
GHP Investment Advisors, Inc.
UNCHANGED16616600%$31.5K$26.8K-$4.7K2026-10-15
True Wealth Design, LLC
INCREASED163137+26+19%$26.0K$26.3K+$3422026-10-13
Arlington Trust Co LLC
INCREASED15897+61+63%$18.4K$25.5K+$7.1K2026-10-20
Bell Investment Advisors, Inc
DECREASED158160-2-1%$30.3K$25.5K-$4.8K2026-10-29
TFC Financial Management, Inc.
UNCHANGED15315300%$29.0K$24.7K-$4.3K2026-10-26
Roxbury Financial LLC
UNCHANGED15115100%$28.6K$24.4K-$4.3K2026-10-01
Smallwood Wealth Investment Management, LLC
INCREASED15071+79+111%$13.5K$24.2K+$10.8K2026-10-30
Hickory Point Bank & Trust
UNCHANGED15015000%$28.4K$24.2K-$4.2K2026-10-01
Abound Wealth Management
DECREASED148197-49-25%$37.3K$23.8K-$13.4K2026-10-26
Pathway Financial Advisers, LLC
NEW143—+143——$23.1K—2026-10-27
Cape Investment Advisory, Inc.
DECREASED141168-27-16%$31.9K$22.8K-$9.1K2026-10-13
Nemes Rush Group LLC
UNCHANGED13513500%$25.5K$21.8K-$3.7K2026-11-04
Mascoma Wealth Management LLC
DECREASED132134-2-1%$25.4K$21.3K-$4.1K2026-10-23
Montag A & Associates Inc
NEW131—+131——$21.2K—2026-10-29
Morton Brown Family Wealth, LLC
INCREASED12797+30+31%$18.4K$20.5K+$2.1K2026-10-23
Birch Financial Group, LLC
NEW112—+112——$18.1K—2026-10-27
GoalVest Advisory LLC
NEW111—+111——$17.9K—2026-10-02
United Financial Planning Group LLC
UNCHANGED11111100%$21.0K$17.9K-$3.1K2026-11-04
Fairscale Capital, LLC
UNCHANGED10610600%$20.1K$19.8K-$3152026-11-04
Lloyd Advisory Services, Llc.
UNCHANGED10510500%$19.8K$16.9K-$2.9K2026-11-02
UMB Private Wealth Management, LLC
NEW101—+101——$16.3K—2026-10-19
MV Capital Management, Inc.
INCREASED10177+24+31%$14.6K$16.3K+$1.7K2026-10-29
Mountain Hill Investment Partners Corp.
NEW100—+100——$16.1K—2026-10-23
Old Second National Bank of Aurora
NEW100—+100——$16.3K—2026-10-22
Costello Asset Management, Inc
UNCHANGED10010000%$19.0K$16.1K-$2.8K2026-10-30
MJT & Associates Financial Advisory Group, Inc.
INCREASED9666+30+45%$12.5K$15.5K+$3.0K2026-10-07
SJS Investment Consulting Inc.
INCREASED9693+3+3%$17.6K$15.5K-$2.1K2026-10-26
Global Trust Asset Management, LLC
INCREASED9539+56+144%$7.4K$15.4K+$8.0K2026-10-19
Hughes Financial Services, LLC
UNCHANGED959500%$18.0K$16.6K-$1.4K2026-10-30
American Capital Advisory, LLC
DECREASED90113-23-20%$21.4K$14.5K-$6.9K2026-10-28
Meriwether Wealth & Planning, LLC
NEW88—+88——$14.2K—2026-10-13
Maryland Capital Advisors Inc.
INCREASED8838+50+132%$7.2K$14.2K+$7.0K2026-10-15
Gilpin Wealth Management, LLC
NEW84—+84——$13.6K—2026-10-09
Buck Wealth Strategies, LLC
INCREASED8419+65+342%$3.6K$13.6K+$10.0K2026-10-28
Lodestone Wealth Management LLC
UNCHANGED818100%$15.4K$13.1K-$2.3K2026-10-14
Vision Financial Markets LLC
UNCHANGED767600%$14.3K$12.2K-$2.1K2026-10-22
Mcdonald Partners LLC
UNCHANGED757500%$14.2K$12.1K-$2.1K2026-11-03
First Community Trust NA
UNCHANGED757500%$14.0K$12.2K-$1.8K2026-10-07
RMG Wealth Management LLC
NEW72—+72——$12.5K—2026-10-26
Burk Holdings LLC
INCREASED7039+31+79%$7.4K$11.3K+$3.9K2026-11-05
Planning Strategies Inc.
NEW66—+66——$10.7K—2026-10-02
Kennebec Savings Bank
UNCHANGED656500%$12.2K$10.6K-$1.6K2026-10-22
Quest 10 Wealth Builders, Inc.
UNCHANGED616100%$11.6K$9.9K-$1.7K2026-11-02
Strive Financial Group,LLC
INCREASED6058+2+3%$11.0K$9.7K-$1.3K2026-11-09
Valued Wealth Advisors LLC
UNCHANGED585800%$11.0K$9.4K-$1.6K2026-11-05
PFS Partners, LLC
UNCHANGED555500%$10.4K$8.9K-$1.5K2026-10-21
Wolff Wiese Magana LLC
UNCHANGED525200%$9.9K$8.4K-$1.5K2026-10-15
Peterson Wealth Management
UNCHANGED505000%$9.5K$8.1K-$1.4K2026-11-06
First Pacific Financial
UNCHANGED474700%$8.9K$7.6K-$1.3K2026-10-14
Caldwell Sutter Capital, Inc.
UNCHANGED464600%$8.7K$7.4K-$1.3K2026-11-09
Washington Trust Advisors, Inc.
DECREASED4553-8-15%$9.9K$7.3K-$2.7K2026-10-22
Olistico Wealth, LLC
UNCHANGED444400%$8.2K$7.2K-$1.1K2026-10-05
Park Square Financial Group, LLC
UNCHANGED434300%$8.2K$6.9K-$1.2K2026-11-09
Downshift Financial, LLC
UNCHANGED424200%$8.0K$6.8K-$1.2K2026-10-13
Rakuten Securities, Inc.
INCREASED4123+18+78%$4.4K$6.6K+$2.3K2026-11-02
NBH Bank
DECREASED4155-14-25%$10.3K$6.7K-$3.6K2026-11-05
Gleason Group, Inc.
UNCHANGED404000%$7.6K$6.5K-$1.1K2026-10-15
CX Institutional
UNCHANGED404000%$8$6-$22026-10-02
Elevated Capital Advisors, LLC
UNCHANGED393900%$7.4K$6.3K-$1.1K2026-11-04
Mainstream Capital Management LLC
NEW37—+37——$6.0K—2026-10-23
West Paces Advisors Inc.
UNCHANGED363600%$6.8K$5.8K-$1.0K2026-10-13
Cheviot Value Management, LLC
NEW35—+35——$5.7K—2026-11-09
Dogwood Wealth Management LLC
INCREASED3532+3+9%$6.1K$5.7K-$4172026-11-09
Contravisory Investment Management, Inc.
NEW34—+34——$5.5K—2026-10-13
New England Capital Financial Advisors LLC
DECREASED34560-526-94%$106.1K$5.4K-$100.7K2026-11-03
St. Johns Investment Management Company, LLC
UNCHANGED292900%$5.5K$4.7K-$8162026-10-30
PlanVest Financial, Inc
UNCHANGED282800%$5.3K$4.5K-$7882026-11-09
Tower Trust & Investment Co
DECREASED2731-4-13%$5.9K$4.4K-$1.5K2026-10-28
Kingdom Financial Group Llc.
UNCHANGED272700%$5.2K$4.4K-$7662026-11-04
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED272700%$5$4-$12026-10-14
Tidemark, LLC
UNCHANGED272700%$5.1K$4.4K-$7602026-11-09
McCarley & Cook Financial Planners
UNCHANGED262600%$4.9K$4.2K-$7322026-10-21
Canton Hathaway, LLC
NEW25—+25——$4.0K—2026-10-23
Evermay Wealth Management LLC
UNCHANGED252500%$4.7K$4.0K-$7042026-11-05
Tounjian Advisory Partners, LLC
UNCHANGED242400%$4.6K$3.9K-$6772026-11-04
Entrust Financial LLC
DECREASED23274-251-92%$52.0K$3.7K-$48.2K2026-11-04
Breakwater Investment Management
NEW22—+22——$3.6K—2026-10-20
Evolution Wealth Management Inc.
DECREASED2029-9-31%$5.5K$3.2K-$2.3K2026-10-28
Monetary Solutions, Ltd
INCREASED2013+7+54%$2.5K$3.2K+$7642026-10-22
Hara Capital LLC
UNCHANGED202000%$3.8K$3.2K-$5632026-10-30
Bayban
UNCHANGED202000%$3.7K$3.7K$02026-11-05
Trifecta Capital Advisors, LLC
UNCHANGED191900%$3.6K$3.1K-$5352026-10-21
Decker Retirement Planning Inc.
UNCHANGED181800%$3.4K$2.9K-$5072026-10-19
Bfsg, LLC
UNCHANGED181800%$3.4K$2.9K-$5072026-10-30
Caitong International Asset Management Co., Ltd
NEW17—+17——$2.7K—2026-10-29
Toth Financial Advisory Corp
DECREASED1537-22-59%$7.0K$2.4K-$4.6K2026-10-08
Coston, McIsaac & Partners
UNCHANGED151500%$2$2.4K+$2.4K2026-11-06
Union Savings Bank
UNCHANGED151500%$2.8K$2.4K-$4222026-10-14
Inspire Investing, LLC
UNCHANGED141400%$2.7K$2.3K-$3812026-10-22
Elevation Wealth Partners, LLC
UNCHANGED141400%$2.7K$2.3K-$3942026-10-07
Godsey & Gibb, Inc
NEW13—+13——$2.1K—2026-10-14
Cedar Mountain Advisors, LLC
DECREASED1319-6-32%$3.6K$2.1K-$1.5K2026-10-15
Noble Wealth Management PBC
INCREASED137+6+86%$1.3K$2.1K+$7722026-10-01
Bernzott Capital Advisors
NEW12—+12——$1.9K—2026-10-29
Wealth Enhancement Trust Services, Inc.
UNCHANGED121200%$2.3K$1.9K-$3372026-10-07
Transce3nd, LLC
NEW10—+10——$1.7K—2026-10-26
Bullock Wealth Management Group
NEW10—+10——$1.6K—2026-10-09
CFG Wealth Management Services, Inc.
NEW10—+10——$1.6K—2026-10-21
Gold Investment Management Ltd.
UNCHANGED101000%$1.9K$1.6K-$2812026-10-19
Mosley Wealth Management
UNCHANGED101000%$1.9K$1.7K-$2292026-10-16
IFS Advisors, LLC
NEW6—+6——$968—2026-10-14
Richardson Financial Services Inc.
DECREASED6677-671-99%$128.4K$969-$127.4K2026-10-30
Fortitude Family Office, LLC
UNCHANGED6600%$1.1K$969-$1692026-10-14
StrongBox Wealth, LLC
NEW5—+5——$807—2026-11-02
Darwin Wealth Management, LLC
INCREASED51+4+400%$328$808+$4802026-11-09
Trust Co
UNCHANGED5500%$948$807-$1412026-10-09
Ashurst Perkins Coie Trust Co
NEW4—+4——$645—2026-10-15
Fortis Group Advisors, LLC
NEW3—+3——$484—2026-11-06
Fairway Wealth LLC
NEW2—+2——$323—2026-10-30
DekaBank Deutsche Girozentrale
CLOSED03,783,927-3,783,927-100%$732.0K$0-$732.0K2026-10-27
Heirloom Wealth Management
CLOSED068,151-68,151-100%$12.9M$0-$12.9M2026-10-14
Simplify Asset Management Inc.
CLOSED034,188-34,188-100%$6.5M$0-$6.5M2026-10-27
Sivik Global Healthcare LLC
CLOSED020,000-20,000-100%$3.9K$0-$3.9K2026-10-13
Cadent Capital Advisors, LLC
CLOSED010,077-10,077-100%$1.9M$0-$1.9M2026-10-09
Advisory Resource Group
CLOSED06,819-6,819-100%$1.3M$0-$1.3M2026-10-26
Lmcg Investments, LLC
CLOSED05,258-5,258-100%$997.0K$0-$997.0K2026-10-21
Central Pacific Bank - Trust Division
CLOSED05,179-5,179-100%$982.0K$0-$982.0K2026-10-06
Sageworth Trust Co
CLOSED04,858-4,858-100%$921.2K$0-$921.2K2026-10-30
Westover Capital Advisors, LLC
CLOSED04,458-4,458-100%$845.3K$0-$845.3K2026-10-26
Presilium Private Wealth, LLC
CLOSED04,342-4,342-100%$823.4K$0-$823.4K2026-10-26
Ldic Inc.
CLOSED04,212-4,212-100%$798.7K$0-$798.7K2026-10-14
Accuvest Global Advisors
CLOSED04,006-4,006-100%$749.0K$0-$749.0K2026-11-04
SFE Investment Counsel
CLOSED03,826-3,826-100%$725.5K$0-$725.5K2026-10-29
Providence First Trust Co
CLOSED03,092-3,092-100%$583.3K$0-$583.3K2026-11-02
Ninety One SA (PTY) Ltd
CLOSED02,963-2,963-100%$554.5K$0-$554.5K2026-10-15
Csenge Advisory Group
CLOSED02,853-2,853-100%$540.3K$0-$540.3K2026-11-04
Avity Investment Management Inc.
CLOSED02,635-2,635-100%$499.6K$0-$499.6K2026-10-09
Braeburn Wealth Management LLC
CLOSED02,343-2,343-100%$444.3K$0-$444.3K2026-10-15
Capital Asset Advisory Services LLC
CLOSED02,184-2,184-100%$414.1K$0-$414.1K2026-10-30
StoneX Group Inc.
CLOSED01,995-1,995-100%$377.0K$0-$377.0K2026-11-03
Cordatus Wealth Management LLC
CLOSED01,920-1,920-100%$364.0K$0-$364.0K2026-10-19
PFG Advisors
CLOSED01,713-1,713-100%$324.8K$0-$324.8K2026-10-16
Impact Capital Partners LLC
CLOSED01,705-1,705-100%$323.3K$0-$323.3K2026-10-22
SmartHarvest Portfolios, LLC
CLOSED01,666-1,666-100%$315.8K$0-$315.8K2026-10-26
Veracity Capital LLC
CLOSED01,623-1,623-100%$307.8K$0-$307.8K2026-10-08
Carret Asset Management, LLC
CLOSED01,600-1,600-100%$303.4K$0-$303.4K2026-11-04
Resonant Capital Advisors, LLC
CLOSED01,566-1,566-100%$296.9K$0-$296.9K2026-10-15
Endeavor Private Wealth, Inc.
CLOSED01,541-1,541-100%$292.3K$0-$292.3K2026-11-05
Genesis Private Wealth, LLC
CLOSED01,524-1,524-100%$289.0K$0-$289.0K2026-11-02
Lantz Financial LLC
CLOSED01,467-1,467-100%$278.2K$0-$278.2K2026-10-15
Antipodes Partners Ltd
CLOSED01,466-1,466-100%$274.4K$0-$274.4K2026-11-05
Granite Group Advisors, LLC
CLOSED01,430-1,430-100%$271.2K$0-$271.2K2026-10-14
Childress Capital Advisors, LLC
CLOSED01,418-1,418-100%$268.9K$0-$268.9K2026-10-28
MBL Wealth, LLC
CLOSED01,376-1,376-100%$260.9K$0-$260.9K2026-10-22
Revolve Wealth Partners, LLC
CLOSED01,337-1,337-100%$253.5K$0-$253.5K2026-10-23
LifeGuide Financial Advisors, LLC
CLOSED01,328-1,328-100%$251.8K$0-$251.8K2026-10-20
Kestra Investment Management, LLC
CLOSED01,295-1,295-100%$245.6K$0-$245.6K2026-11-04
Earned Wealth Advisors, LLC
CLOSED01,288-1,288-100%$244.3K$0-$244.3K2026-11-06
Legacy Advisors, LLC
CLOSED01,283-1,283-100%$242.7K$0-$242.7K2026-10-19
Cornerstone Wealth Group, LLC
CLOSED01,246-1,246-100%$236.2K$0-$236.2K2026-11-02
RFG Advisory, LLC
CLOSED01,237-1,237-100%$234.6K$0-$234.6K2026-11-03
4J Wealth Management LLC
CLOSED01,236-1,236-100%$234.4K$0-$234.4K2026-11-02
Garner Asset Management Corp
CLOSED01,235-1,235-100%$234.2K$0-$234.2K2026-10-30
Ledyard National Bank
CLOSED01,229-1,229-100%$233.0K$0-$233.0K2026-10-21
Quadrant Private Wealth Management, LLC
CLOSED01,224-1,224-100%$232.1K$0-$232.1K2026-11-04
Abacus Planning Group, Inc.
CLOSED01,223-1,223-100%$231.9K$0-$231.9K2026-11-02
Portfolio Design Labs, LLC
CLOSED01,220-1,220-100%$231.4K$0-$231.4K2026-11-04
Cowa, LLC
CLOSED01,218-1,218-100%$231.0K$0-$231.0K2026-10-30
KFA Private Wealth Group, LLC
CLOSED01,212-1,212-100%$230.0K$0-$230.0K2026-10-07
Davidson Trust Co
CLOSED01,211-1,211-100%$229.5K$0-$229.5K2026-10-09
Bedel Financial Consulting, Inc.
CLOSED01,200-1,200-100%$227.5K$0-$227.5K2026-11-06
Wealth Alliance Advisory Group, LLC
CLOSED01,200-1,200-100%$227.5K$0-$227.5K2026-10-14
Perpetual Ltd
CLOSED01,191-1,191-100%$225.8K$0-$225.8K2026-10-13
Seed Wealth Management, Inc.
CLOSED01,170-1,170-100%$221.9K$0-$221.9K2026-10-20
Acorn Creek Capital LLC
CLOSED01,162-1,162-100%$220.3K$0-$220.3K2026-11-05
Catalyst Financial Partners LLC
CLOSED01,158-1,158-100%$219.6K$0-$219.6K2026-11-06
Summit Wealth Group LLC / Co
CLOSED01,149-1,149-100%$217.9K$0-$217.9K2026-10-29
Balboa Wealth Partners
CLOSED01,141-1,141-100%$216.4K$0-$216.4K2026-10-20
bLong Financial, LLC
CLOSED01,138-1,138-100%$215.8K$0-$215.8K2026-10-29
Advus Financial Partners, LLC
CLOSED01,123-1,123-100%$212.9K$0-$212.9K2026-10-20
Plan Group Financial, LLC
CLOSED01,121-1,121-100%$212.6K$0-$212.6K2026-10-22
Seelaus Asset Management LLC
CLOSED01,120-1,120-100%$211.5K$0-$211.5K2026-10-14
Belpointe Asset Management LLC
CLOSED01,119-1,119-100%$212.2K$0-$212.2K2026-11-09
Compass Ion Advisors, LLC
CLOSED01,110-1,110-100%$210.5K$0-$210.5K2026-10-23
Blvd Private Wealth, LLC
CLOSED01,110-1,110-100%$210.5K$0-$210.5K2026-10-14
BIP Wealth, LLC
CLOSED01,106-1,106-100%$209.8K$0-$209.8K2026-10-22
Investment Management Trust, LLC
CLOSED01,096-1,096-100%$207.8K$0-$207.8K2026-11-05
MPS Loria Financial Planners, LLC
CLOSED01,070-1,070-100%$202.9K$0-$202.9K2026-10-14
Avid Wealth Partners LLC
CLOSED01,068-1,068-100%$202.5K$0-$202.5K2026-11-03
Hidden Cove Wealth Management, LLC
CLOSED01,065-1,065-100%$201.9K$0-$201.9K2026-10-19
Providence Wealth Advisors, LLC
CLOSED01,047-1,047-100%$204.9K$0-$204.9K2026-10-29
Salem Investment Counselors Inc
CLOSED01,022-1,022-100%$193.8K$0-$193.8K2026-10-13
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED0896-896-100%$169.9K$0-$169.9K2026-10-14
Cornerstone Planning Group LLC
CLOSED0477-477-100%$80.9K$0-$80.9K2026-10-16
Heritage Wealth Advisors
CLOSED0357-357-100%$67.7K$0-$67.7K2026-11-09
Kozak & Associates, Inc.
CLOSED0253-253-100%$46.5K$0-$46.5K2026-10-29
Wellington Grp LLC
CLOSED0225-225-100%$44.4K$0-$44.4K2026-11-06
FNY Investment Advisers, LLC
CLOSED0200-200-100%$2.8K$0-$2.8K2026-10-16
Atlatl Advisers LLC
CLOSED0191-191-100%$36.2K$0-$36.2K2026-10-22
Raleigh Capital Management Inc.
CLOSED0184-184-100%$34.9K$0-$34.9K2026-10-28
Whipplewood Advisors, LLC
CLOSED0149-149-100%$28.3K$0-$28.3K2026-10-20
Park Place Capital Corp
CLOSED0140-140-100%$26.5K$0-$26.5K2026-11-09
Robinswood Financial LLC
CLOSED0109-109-100%$20.7K$0-$20.7K2026-10-20
MCF Advisors LLC
CLOSED075-75-100%$14.2K$0-$14.2K2026-10-28
Plante Moran Financial Advisors, LLC
CLOSED047-47-100%$8.9K$0-$8.9K2026-11-04
Commonwealth Retirement Investments LLC
CLOSED047-47-100%$8.9K$0-$8.9K2026-10-26
Peterson Wealth Services
CLOSED042-42-100%$8.0K$0-$8.0K2026-10-26
Stone House Investment Management, LLC
CLOSED039-39-100%$7.4K$0-$7.4K2026-10-23
Vermillion Wealth Management, Inc.
CLOSED034-34-100%$6.4K$0-$6.4K2026-10-26
LifeSteps Financial, Inc.
CLOSED029-29-100%$5.5K$0-$5.5K2026-10-15
City Holding Co
CLOSED028-28-100%$5.3K$0-$5.3K2026-10-19
Hager Investment Management Services, LLC
CLOSED024-24-100%$4.6K$0-$4.6K2026-11-04
Coastline Trust Co
CLOSED021-21-100%$4.0K$0-$4.0K2026-10-01
Halbert Hargrove Global Advisors, LLC
CLOSED021-21-100%$4.1K$0-$4.1K2026-10-16
Creative Capital Management Investments LLC
CLOSED021-21-100%$4.0K$0-$4.0K2026-10-28
Spectrum Wealth Advisory Group, LLC
CLOSED020-20-100%$3.8K$0-$3.8K2026-10-29
DT Investment Partners, LLC
CLOSED020-20-100%$3.8K$0-$3.8K2026-10-27
Essential Partners LLC
CLOSED017-17-100%$3.2K$0-$3.2K2026-10-14
CKW Financial Group
CLOSED012-12-100%$2$0-$22026-10-29
Solstein Capital, LLC
CLOSED09-9-100%$1.7K$0-$1.7K2026-11-02
Sunrise Financial Services, LLC
CLOSED04-4-100%$758$0-$7582026-10-21
Horizon Financial Services, LLC
DECREASED016-16-100%$3.0K$0-$3.0K2026-11-04
Investor AB
N/A—51,587,810-51,587,810-100%$9.8B———
Vanguard Capital Management LLC
N/A—45,386,190-45,386,190-100%$8.5B———
Capital International Investors
N/A—34,576,070-34,576,070-100%$6.5B———
Norges Bank
N/A—33,864,172-33,864,172-100%$6.3B———
Capital World Investors
N/A—30,075,134-30,075,134-100%$5.6B———
FMR LLC
N/A—28,895,264-28,895,264-100%$5.4B———
Wellington Management Group LLP
N/A—28,537,243-28,537,243-100%$5.4B———
Legal & General Group Plc
N/A—25,750,245-25,750,245-100%$4.8B———
JPMorgan Chase & Co
N/A—19,204,823-19,204,823-100%$3.7B———
Vanguard Asset Management, Ltd
N/A—18,712,920-18,712,920-100%$3.5B———
Primecap Management Co
N/A—18,095,178-18,095,178-100%$3.4B———
Bank of America Corp
N/A—17,690,462-17,690,462-100%$3.4B———
Price T Rowe Associates Inc
N/A—16,616,629-16,616,629-100%$3.2M———
Franklin Resources Inc
N/A—16,511,727-16,511,727-100%$3.1B———
Vanguard Fiduciary Trust Co
N/A—13,291,085-13,291,085-100%$2.5B———
Jupiter Topco LLC
N/A—11,866,013-11,866,013-100%$2.2B———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—11,720,479-11,720,479-100%$2.2B———
Aviva PLC
N/A—10,899,700-10,899,700-100%$2.0B———
Royal Bank of Canada
N/A—10,427,503-10,427,503-100%$2.0B———
Invesco Ltd.
N/A—10,177,013-10,177,013-100%$1.9B———
Royal London Asset Management LTD
N/A—10,161,026-10,161,026-100%$1.9B———
Goldman Sachs Group Inc
N/A—9,742,396-9,742,396-100%$1.8B———
Causeway Capital Management LLC
N/A—9,357,390-9,357,390-100%$1.8B———
Rathbones Group PLC
N/A—7,979,150-7,979,150-100%$1.5B———
Morgan Stanley
N/A—7,859,306-7,859,306-100%$1.5B———
BNP Paribas Asset Management Holding S.A.
N/A—7,536,227-7,536,227-100%$1.4B———
Nuveen, LLC
N/A—7,183,115-7,183,115-100%$1.3B———
Allianz Asset Management GmbH
N/A—6,690,300-6,690,300-100%$1.3B———
Ameriprise Financial Inc
N/A—6,095,430-6,095,430-100%$1.2B———
Swiss National Bank
N/A—5,934,315-5,934,315-100%$1.1B———
Arrowstreet Capital, Limited Partnership
N/A—5,307,020-5,307,020-100%$1.0B———
UBS Group AG
N/A—5,297,462-5,297,462-100%$1.0B———
Caisse DES Depots ET Consignations
N/A—5,034,088-5,034,088-100%$942.1M———
Clearbridge Investments, LLC
N/A—5,021,518-5,021,518-100%$952.2M———
FIL Ltd
N/A—4,492,612-4,492,612-100%$840.3M———
Alliancebernstein L.P.
N/A—4,345,439-4,345,439-100%$857.0M———
Capital Research Global Investors
N/A—4,197,587-4,197,587-100%$787.3M———
CIBC Bancorp USA Inc.
N/A—3,772,997-3,772,997-100%$680.8M———
Credit Agricole S A
N/A—3,694,158-3,694,158-100%$700.5M———
Manufacturers Life Insurance Company, the
N/A—3,673,390-3,673,390-100%$686.9M———
Boston Partners
N/A—3,177,627-3,177,627-100%$597.4M———
Thornburg Investment Management Inc
N/A—2,891,426-2,891,426-100%$540.6M———
Neuberger Berman Group LLC
N/A—2,746,590-2,746,590-100%$519.9M———
Holocene Advisors, LP
N/A—2,429,349-2,429,349-100%$460.7M———
Raymond James Financial Inc
N/A—2,409,624-2,409,624-100%$456.9M———
Lazard Asset Management LLC
N/A—2,332,566-2,332,566-100%$438.1M———
Northern Trust Corp
N/A—2,306,344-2,306,344-100%$437.3M———
Envestnet Asset Management Inc
N/A—2,281,431-2,281,431-100%$431.7M———
Evelyn Partners Group Ltd
N/A—2,237,205-2,237,205-100%$41.5B———
BlackRock, Inc.
N/A—2,169,622-2,169,622-100%$411.4M———
Public Sector Pension Investment Board
N/A—1,994,378-1,994,378-100%$373.1M———
LGT Group Foundation
N/A—1,980,315-1,980,315-100%$370.3M———
Natixis Advisors, LLC
N/A—1,978,508-1,978,508-100%$375.2K———
Capital International, Inc.
N/A—1,949,177-1,949,177-100%$365.0M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—1,878,727-1,878,727-100%$351.6M———
Jones Financial Companies Lllp
N/A—1,670,876-1,670,876-100%$314.8M———
TD Asset Management Inc
N/A—1,621,109-1,621,109-100%$303.7M———
Wells Fargo & Company
N/A—1,596,427-1,596,427-100%$302.7M———
ABN Amro Bank N.V.
N/A—1,592,396-1,592,396-100%$297.4M———
Liontrust Investment Partners LLP
N/A—1,586,940-1,586,940-100%$297.0M———
Canada Life Assurance Co
N/A—1,526,363-1,526,363-100%$285.2K———
Intesa Sanpaolo S.p.A.
N/A—1,469,097-1,469,097-100%$273.8M———
Caisse de Depot ET Placement DU Quebec
N/A—1,463,843-1,463,843-100%$273.9M———
Canada Pension Plan Investment Board
N/A—1,347,313-1,347,313-100%$252.7M———
American Century Companies Inc
N/A—1,320,358-1,320,358-100%$250.4M———
WCM Investment Management, LLC
N/A—1,310,660-1,310,660-100%$248.8M———
Polar Capital Holdings Plc
N/A—1,247,549-1,247,549-100%$236.6M———
Korea Investment Corp
N/A—1,242,006-1,242,006-100%$232.4M———
Voya Investment Management LLC
N/A—1,233,595-1,233,595-100%$233.0M———
1832 Asset Management L.P.
N/A—1,215,636-1,215,636-100%$230.5M———
Mufg Securities Emea plc
N/A—1,186,481-1,186,481-100%$221.7M———
D. E. Shaw & Co., Inc.
N/A—1,094,593-1,094,593-100%$207.6M———
Public Employees Retirement System of Ohio
N/A—1,070,570-1,070,570-100%$201.0M———
Capital International Sarl
N/A—996,566-996,566-100%$186.8M———
Citadel Advisors LLC
N/A—970,043-970,043-100%$183.9M———
Orbimed Advisors LLC
N/A—915,700-915,700-100%$171.1M———
Saturna Capital Corp
N/A—911,933-911,933-100%$155.1M———
Groupama Asset Managment
N/A—873,930-873,930-100%$124.6M———
Marshall Wace, LLP
N/A—841,164-841,164-100%$159.5M———
Groupe la Francaise
N/A—810,732-810,732-100%$151.6M———
Vanguard Investments Australia, Ltd.
N/A—769,786-769,786-100%$143.7M———
Point72 Asset Management, L.P.
N/A—711,547-711,547-100%$134.9M———
Crawford Investment Counsel Inc
N/A—708,224-708,224-100%$134.3M———
Man Group plc
N/A—683,112-683,112-100%$128.0M———
Stifel Financial Corp
N/A—670,847-670,847-100%$127.2M———
Jennison Associates LLC
N/A—666,497-666,497-100%$126.4M———
Pggm Investments
N/A—645,456-645,456-100%$91.0K———
Zurich Insurance Group Ltd
N/A—621,907-621,907-100%$116.4M———
Clark Capital Management Group, Inc.
N/A—608,068-608,068-100%$115.3M———
Millennium Management LLC
N/A—581,913-581,913-100%$110.3M———
Dnca Finance
N/A—581,859-581,859-100%$108.9M———
Farallon Capital Management, L.L.C.
N/A—574,000-574,000-100%$108.8M———
SEI Investments Co
N/A—572,746-572,746-100%$108.6M———
BNP Paribas Financial Markets
N/A—571,987-571,987-100%$108.5M———
Van Eck Associates Corp
N/A—558,835-558,835-100%$104.5M———
Andra Ap-fonden
N/A—526,714-526,714-100%$74.3M———
Capital International LTD
N/A—506,085-506,085-100%$94.8M———
State of Wisconsin Investment Board
N/A—475,058-475,058-100%$88.9M———
Rockefeller Capital Management L.P.
N/A—467,619-467,619-100%$88.6M———
HighTower Advisors, LLC
N/A—455,278-455,278-100%$86.3M———
UBS Asset Management Americas LLC
N/A—450,644-450,644-100%$85.5M———
Vanguard Global Advisers, LLC
N/A—450,083-450,083-100%$84.0M———
Vestal Point Capital, LP
N/A—450,000-450,000-100%$85.3M———
National Bank of Canada
N/A—447,620-447,620-100%$85.9M———
Harding Loevner LP
N/A—442,676-442,676-100%$79.9M———
Edmond de Rothschild Holding S.A.
N/A—411,773-411,773-100%$76.8M———
AQR Capital Management LLC
N/A—400,938-400,938-100%$75.0M———
Mariner, LLC
N/A—384,328-384,328-100%$72.9M———
Harvest Portfolios Group Inc.
N/A—380,770-380,770-100%$72.2M———
Qube Research & Technologies Ltd
N/A—375,473-375,473-100%$71.2M———
BLI - Banque de Luxembourg Investments
N/A—370,958-370,958-100%$68.3M———
Artisan Partners Limited Partnership
N/A—368,074-368,074-100%$69.8M———
EFG International AG
N/A—343,663-343,663-100%$65.2M———
Two Sigma Investments, LP
N/A—329,087-329,087-100%$62.4M———
Cerity Partners LLC
N/A—318,625-318,625-100%$60.3M———
Charles Schwab Investment Management Inc
N/A—292,315-292,315-100%$55.4M———
First Trust Advisors LP
N/A—288,247-288,247-100%$54.6M———
Janney Montgomery Scott LLC
N/A—266,543-266,543-100%$50.5K———
Quantinno Capital Management LP
N/A—264,383-264,383-100%$50.0M———
Cetera Investment Advisers
N/A—261,104-261,104-100%$49.1M———
State Street Corp
N/A—259,116-259,116-100%$49.1M———
USS Investment Management Ltd
N/A—255,043-255,043-100%$47.7M———
Tidal Investments LLC
N/A—248,108-248,108-100%$46.6M———
Skandinaviska Enskilda Banken AB (publ)
N/A—226,042-226,042-100%$42.9M———
State of Tennessee, Department of Treasury
N/A—226,011-226,011-100%$42.3M———
Capital Wealth Planning, LLC
N/A—215,993-215,993-100%$41.0M———
Scotia Capital Inc.
N/A—214,655-214,655-100%$40.7M———
NatWest Group plc
N/A—210,470-210,470-100%$39.9M———
Federation des caisses Desjardins du Quebec
N/A—209,951-209,951-100%$39.6M———
Capital Group Private Client Services, Inc.
N/A—199,187-199,187-100%$37.3M———
Main Street Research LLC
N/A—197,417-197,417-100%$37.4M———
Glenview Capital Management, LLC
N/A—184,279-184,279-100%$34.9M———
Pathstone Holdings, LLC
N/A—177,196-177,196-100%$33.6M———
Guardian Capital LP
N/A—177,185-177,185-100%$33.6M———
Becker Capital Management Inc
N/A—176,512-176,512-100%$33.5M———
MML Investors Services, LLC
N/A—171,254-171,254-100%$32.5M———
Prudential PLC
N/A—170,573-170,573-100%$3.2B———
Quadrature Capital Ltd
N/A—157,534-157,534-100%$29.9M———
Epoch Investment Partners, Inc.
N/A—157,316-157,316-100%$29.8M———
Rhenman & Partners Asset Management AB
N/A—151,500-151,500-100%$28.5M———
MetLife Investment Management, LLC
N/A—149,538-149,538-100%$28.0M———
Flputnam Investment Management Co
N/A—142,906-142,906-100%$27.1M———
TCW Group Inc
N/A—142,573-142,573-100%$26.7M———
LGT Fund Management Co Ltd.
N/A—139,758-139,758-100%$26.1M———
Fred Alger Management, LLC
N/A—138,797-138,797-100%$26.3M———
Baird Financial Group, Inc.
N/A—134,149-134,149-100%$25.4M———
Silvercrest Asset Management Group LLC
N/A—134,020-134,020-100%$25.4M———
M&T Bank Corp
N/A—129,156-129,156-100%$24.4M———
Martin Investment Management, LLC
N/A—126,555-126,555-100%$24.0M———
Voleon Capital Management LP
N/A—125,385-125,385-100%$23.8M———
Cumberland Partners Ltd
N/A—121,834-121,834-100%$23.1M———
O'shaughnessy Asset Management, LLC
N/A—120,764-120,764-100%$22.9M———
Macquarie Group LTD
N/A—120,191-120,191-100%$22.8M———
New York State Common Retirement Fund
N/A—120,123-120,123-100%$22.8M———
Curi Capital, LLC
N/A—119,992-119,992-100%$20.2M———
Osaic Holdings, Inc.
N/A—119,910-119,910-100%$22.6M———
Waverly Advisors, LLC
N/A—119,233-119,233-100%$22.6M———
Foresight Global Investors, Inc.
N/A—118,844-118,844-100%$22.5M———
Capital Group Investment Management Pte. Ltd.
N/A—106,664-106,664-100%$20.0M———
Osmosis Investment Management UK Ltd
N/A—105,982-105,982-100%$19.8M———
QRG Capital Management, Inc.
N/A—105,760-105,760-100%$20.0M———
Mitsubishi UFJ Trust & Banking Corp
N/A—100,747-100,747-100%$18.7M———
&partners
N/A—99,983-99,983-100%$19.0M———
SIT Investment Associates Inc
N/A—99,154-99,154-100%$18.8K———
Artia Global Partners LP
N/A—98,376-98,376-100%$18.7M———
Blair William & Co
N/A—96,681-96,681-100%$18.3M———
Nomura Holdings Inc
N/A—95,936-95,936-100%$18.2M———
Salt Holding Corp.
N/A—93,250-93,250-100%$17.7M———
Optiver Holding B.V.
N/A—90,150-90,150-100%$17.1M———
SIH Partners, Lllp
N/A—89,209-89,209-100%$16.9M———
Orion Porfolio Solutions, LLC
N/A—89,022-89,022-100%$16.9M———
Strategic Wealth Partners, Ltd.
N/A—88,890-88,890-100%$16.9M———
Massachusetts Financial Services Co
N/A—86,627-86,627-100%$16.4M———
Edentree Asset Management Ltd
N/A—86,484-86,484-100%$16.2M———
Vestmark Advisory Solutions, Inc.
N/A—85,578-85,578-100%$16.2M———
SCS Capital Management LLC
N/A—84,223-84,223-100%$15.8M———
Focus Partners Wealth
N/A—81,265-81,265-100%$15.4M———
CI Investments Inc.
N/A—81,017-81,017-100%$15.4M———
FourThought Financial Partners, LLC
N/A—80,917-80,917-100%$15.3M———
Ossiam
N/A—80,256-80,256-100%$15.0M———
Allianz SE
N/A—79,986-79,986-100%$15.0M———
Captrust Financial Advisors
N/A—77,194-77,194-100%$14.6M———
Mercer Global Advisors Inc
N/A—73,904-73,904-100%$14.0M———
Peapack Gladstone Financial Corp
N/A—72,990-72,990-100%$13.8K———
Glenmede Trust Co NA
N/A—72,854-72,854-100%$13.8M———
Vanguard Personalized Indexing Management, LLC
N/A—72,561-72,561-100%$13.8M———
Callan Family Office, LLC
N/A—69,688-69,688-100%$13.2M———
Aquatic Capital Management LLC
N/A—68,181-68,181-100%$12.9M———
Atlantic Union Bankshares Corp
N/A—67,255-67,255-100%$12.8M———
Advisors Asset Management, Inc.
N/A—66,628-66,628-100%$12.6M———
Bleakley Financial Group, LLC
N/A—66,437-66,437-100%$12.6M———
Parkwood LLC
N/A—64,809-64,809-100%$12.1K———
Healthcare of Ontario Pension Plan Trust Fund
N/A—64,305-64,305-100%$12.1M———
Lord, Abbett & Co. LLC
N/A—64,127-64,127-100%$12.0K———
Banque Transatlantique SA
N/A—63,714-63,714-100%$11.9M———
Worldquant Millennium Advisors LLC
N/A—62,992-62,992-100%$11.8M———
DJE Kapital AG
N/A—62,650-62,650-100%$11.9M———
Sphera Funds Management Ltd.
N/A—62,530-62,530-100%$11.9M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—60,478-60,478-100%$11.4M———
Banque Cantonale Vaudoise
N/A—60,462-60,462-100%$11.3M———
Zevin Asset Management LLC
N/A—58,678-58,678-100%$11.1M———
Azimuth Capital Investment Management LLC
N/A—57,300-57,300-100%$10.9M———
Teachers Retirement System of the State of Kentucky
N/A—56,459-56,459-100%$10.7K———
Dodge & COX
N/A—55,949-55,949-100%$10.6M———
Ensign Peak Advisors, Inc
N/A—54,111-54,111-100%$10.1M———
Stephens Inc
N/A—53,960-53,960-100%$10.4M———
Hilton Capital Management, LLC
N/A—53,609-53,609-100%$10.2M———
Vident Advisory, LLC
N/A—51,702-51,702-100%$9.8M———
Pinnacle Financial Partners, Inc.
N/A—51,065-51,065-100%$9.7M———
Laird Norton Wetherby Trust Company, LLC
N/A—49,857-49,857-100%$9.5M———
CIBC World Market Inc.
N/A—48,924-48,924-100%$9.1M———
Platinum Investment Management LTD
N/A—48,088-48,088-100%$9.0M———
Bamco Inc
N/A—47,835-47,835-100%$9.1M———
Susquehanna International Group, LLP
N/A—47,532-47,532-100%$9.0M———
Metis Global Partners, LLC
N/A—46,633-46,633-100%$8.7M———
GQG Partners LLC
N/A—45,569-45,569-100%$8.5M———
RWA Wealth Partners, LLC
N/A—45,390-45,390-100%$8.6M———
Catalyst Funds Management Pty Ltd
N/A—44,699-44,699-100%$8.5M———
Northwestern Mutual Wealth Management Co
N/A—43,416-43,416-100%$8.2M———
Snowden Capital Advisors LLC
N/A—42,309-42,309-100%$8.0M———
Howe & Rusling Inc
N/A—42,193-42,193-100%$8.0M———
Federated Hermes, Inc.
N/A—40,408-40,408-100%$7.7M———
Tudor Investment Corp ET AL
N/A—39,644-39,644-100%$7.5M———
NewEdge Advisors, LLC
N/A—39,462-39,462-100%$7.5M———
Oxbow Advisors, LLC
N/A—39,379-39,379-100%$7.5M———
Naviter Wealth, LLC
N/A—38,241-38,241-100%$7.3M———
S&CO Inc
N/A—37,990-37,990-100%$7.1K———
Caption Management, LLC
N/A—34,800-34,800-100%$6.6M———
Axiom Investors LLC
N/A—34,746-34,746-100%$6.6M———
Te Ahumairangi Investment Management Ltd
N/A—34,479-34,479-100%$6.5M———
Principal Securities, Inc.
N/A—33,467-33,467-100%$6.3M———
NewEdge Wealth, LLC
N/A—33,124-33,124-100%$6.3M———
RNC Capital Management LLC
N/A—32,535-32,535-100%$6.2M———
Timber Creek Capital Management LLC
N/A—32,445-32,445-100%$6.2M———
IEQ Capital, LLC
N/A—32,151-32,151-100%$6.1M———
Arax Advisory Partners
N/A—31,841-31,841-100%$6.0M———
Steward Partners Investment Advisory, LLC
N/A—31,394-31,394-100%$6.0M———
Vanguard Portfolio Management LLC
N/A—31,205-31,205-100%$5.8M———
Private Advisor Group, LLC
N/A—30,398-30,398-100%$5.8M———
Global Retirement Partners, LLC
N/A—30,381-30,381-100%$5.8M———
Ramirez Asset Management, Inc.
N/A—30,192-30,192-100%$5.7M———
DRW Securities, LLC
N/A—29,772-29,772-100%$5.6M———
Kennedy Capital Management LLC
N/A—29,684-29,684-100%$5.6M———
Ingalls & Snyder LLC
N/A—29,529-29,529-100%$5.6K———
Campbell & Co Investment Adviser LLC
N/A—29,025-29,025-100%$5.4M———
Logan Capital Management Inc
N/A—29,019-29,019-100%$5.5M———
Westerkirk Capital Inc.
N/A—28,729-28,729-100%$5.4M———
Aimz Investment Advisors, LLC
N/A—27,221-27,221-100%$5.2M———
Benjamin Edwards Inc
N/A—27,067-27,067-100%$5.1M———
Fiduciary Group, LLC
N/A—26,549-26,549-100%$5.0M———
Morton Community Bank
N/A—26,094-26,094-100%$4.9M———
Aperture Investors, LLC
N/A—25,856-25,856-100%$4.9M———
NWI Management LP
N/A—25,000-25,000-100%$4.7K———
Aviso Financial Inc.
N/A—24,969-24,969-100%$4.7M———
L & S Advisors Inc
N/A—24,346-24,346-100%$4.6M———
Seascape Capital Management
N/A—24,305-24,305-100%$4.6K———
Jane Street Group, LLC
N/A—23,711-23,711-100%$4.5M———
Summit Financial, LLC
N/A—23,684-23,684-100%$4.5M———
Clayton Partners LLC
N/A—23,212-23,212-100%$4.4M———
Sound View Wealth Advisors Group, LLC
N/A—22,836-22,836-100%$4.3M———
Composition Wealth, LLC
N/A—22,766-22,766-100%$4.3M———
Equitable Holdings, Inc.
N/A—22,135-22,135-100%$4.2M———
Kayne Anderson Rudnick Investment Management LLC
N/A—21,789-21,789-100%$4.1M———
Walleye Trading LLC
N/A—21,638-21,638-100%$4.1M———
Madison Asset Management, LLC
N/A—21,310-21,310-100%$4.0M———
SOA Wealth Advisors, Llc.
N/A—21,280-21,280-100%$42.8K———
Dynasty Wealth Management, LLC
N/A—20,986-20,986-100%$4.0M———
HM Payson & Co
N/A—20,928-20,928-100%$4.0M———
Beacon Pointe Advisors, LLC
N/A—20,571-20,571-100%$3.9M———
Sequoia Financial Advisors, LLC
N/A—20,324-20,324-100%$3.9M———
Brevan Howard Capital Management LP
N/A—20,152-20,152-100%$3.8M———
Ballentine Partners, LLC
N/A—20,071-20,071-100%$3.8M———
Summit Trail Advisors, LLC
N/A—19,747-19,747-100%$3.7M———
Arkadios Wealth Advisors
N/A—19,651-19,651-100%$3.7M———
Opal Capital LLC
N/A—18,998-18,998-100%$3.6M———
GeoWealth Management, LLC
N/A—18,885-18,885-100%$3.6M———
Polen Capital Management LLC
N/A—18,621-18,621-100%$3.5M———
First Foundation Advisors
N/A—18,550-18,550-100%$3.5M———
Envestnet Portfolio Solutions, Inc.
N/A—17,965-17,965-100%$3.4M———
Bank OZK
N/A—17,099-17,099-100%$3.2M———
Financial Gravity Companies, Inc.
N/A—16,731-16,731-100%$3.2M———
Insigneo Advisory Services, LLC
N/A—16,641-16,641-100%$3.1M———
Nissay Asset Management Corp N
N/A—16,631-16,631-100%$3.2M———
MAI Capital Management
N/A—16,531-16,531-100%$3.1M———
United Capital Financial Advisors, LLC
N/A—16,476-16,476-100%$3.1M———
SWP Investment Management LLC
N/A—16,095-16,095-100%$3.1M———
EP Wealth Advisors, LLC
N/A—16,055-16,055-100%$3.0M———
Gabelli Funds LLC
N/A—15,650-15,650-100%$3.0M———
Purpose Unlimited Inc.
N/A—15,503-15,503-100%$3.0M———
LMR Partners LLP
N/A—15,425-15,425-100%$2.9M———
Commerce Bank
N/A—14,538-14,538-100%$2.8M———
Venturi Wealth Management, LLC
N/A—14,174-14,174-100%$2.7M———
Guggenheim Capital LLC
N/A—13,600-13,600-100%$2.6M———
Mmbg Investment Advisors Co.
N/A—13,514-13,514-100%$2.6M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—13,117-13,117-100%$2.5M———
Cary Street Partners Financial LLC
N/A—13,070-13,070-100%$2.5M———
Advisory Services Network, LLC
N/A—13,024-13,024-100%$2.5M———
Vaughan Nelson Investment Management, L.P.
N/A—12,975-12,975-100%$2.5M———
Verition Fund Management LLC
N/A—12,704-12,704-100%$2.4M———
Aurora Investment Counsel
N/A—12,616-12,616-100%$2.4M———
Syon Capital LLC
N/A—12,068-12,068-100%$2.3M———
Exome Asset Management LLC
N/A—12,045-12,045-100%$2.3M———
Dorsey & Whitney Trust Co LLC
N/A—11,579-11,579-100%$2.2M———
Qtron Investments LLC
N/A—11,190-11,190-100%$2.1M———
Rhumbline Advisers
N/A—10,654-10,654-100%$2.0M———
Integrated Wealth Concepts LLC
N/A—10,593-10,593-100%$2.0M———
Spartan Wealth Advisory Services LLC
N/A—10,586-10,586-100%$2.0M———
Smartleaf Asset Management LLC
N/A—10,439-10,439-100%$2.0M———
Intrust Bank NA
N/A—10,427-10,427-100%$2.0M———
Potomac Fund Management Inc
N/A—10,398-10,398-100%$2.0M———
Vista Investment Management
N/A—10,398-10,398-100%$2.0M———
OneDigital Investment Advisors LLC
N/A—10,395-10,395-100%$2.0M———
Brown Advisory Inc
N/A—10,388-10,388-100%$2.0M———
HRT Financial LP
N/A—10,334-10,334-100%$2.0K———
World Investment Advisors
N/A—10,283-10,283-100%$2.0M———
Rehmann Capital Advisory Group
N/A—10,283-10,283-100%$2.0M———
Checchi Capital Advisers, LLC
N/A—9,648-9,648-100%$1.8M———
Cresset Asset Management, LLC
N/A—9,415-9,415-100%$1.8M———
Hancock Whitney Corp
N/A—9,155-9,155-100%$1.7M———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—8,972-8,972-100%$1.7M———
Brown Brothers Harriman & Co
N/A—8,968-8,968-100%$1.7M———
Modern Wealth Management, LLC
N/A—8,922-8,922-100%$1.7M———
IHT Wealth Management, LLC
N/A—8,766-8,766-100%$1.7M———
Jain Global LLC
N/A—8,660-8,660-100%$1.6M———
Alaethes Wealth, LLC
N/A—8,340-8,340-100%$1.6M———
Wealth Alliance, LLC
N/A—8,277-8,277-100%$1.6M———
PCM Encore, LLC
N/A—8,087-8,087-100%$1.5M———
Marietta Investment Partners LLC
N/A—7,929-7,929-100%$1.5M———
Proficio Capital Partners LLC
N/A—7,518-7,518-100%$1.4M———
Lighthouse Investment Partners, LLC
N/A—7,381-7,381-100%$1.4M———
Mattson Financial Services, LLC
N/A—7,238-7,238-100%$1.2M———
Quantitative Investment Management, LLC
N/A—7,176-7,176-100%$1.4K———
SBI Okasan Asset Management Co.Ltd.
N/A—7,025-7,025-100%$1.3M———
Denali Advisors LLC
N/A—7,025-7,025-100%$1.3M———
Icon Wealth Advisors, LLC
N/A—6,845-6,845-100%$1.3M———
Fiduciary Trust Co
N/A—6,755-6,755-100%$1.3M———
Rexford Capital Inc
N/A—6,735-6,735-100%$1.3M———
Ellevest, Inc.
N/A—6,725-6,725-100%$1.2M———
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A—6,717-6,717-100%$1.3M———
Strategic Global Advisors, LLC
N/A—6,683-6,683-100%$1.2M———
Basecamp Wealth Advisors LLC
N/A—6,666-6,666-100%$1.3M———
AE Wealth Management LLC
N/A—6,665-6,665-100%$1.3M———
Transcend Capital Advisors, LLC
N/A—6,659-6,659-100%$1.3M———
Wealthspire Advisors, LLC
N/A—6,632-6,632-100%$1.3M———
Cozad Asset Management Inc
N/A—6,545-6,545-100%$1.2M———
London Co of Virginia
N/A—6,470-6,470-100%$1.2M———
Gateway Wealth Partners, LLC
N/A—6,327-6,327-100%$1.2M———
Frec Markets, Inc.
N/A—6,171-6,171-100%$1.2M———
Ameritas Advisory Services, LLC
N/A—6,076-6,076-100%$1.2M———
Pekao Towarzystwo Funduszy Inwestycyjnych S.A.
N/A—6,063-6,063-100%$1.1M———
Huntington National Bank
N/A—6,040-6,040-100%$1.1M———
Lionhunter Capital Management, LLC
N/A—6,000-6,000-100%$1.1M———
Graham Capital Management, L.P.
N/A—5,983-5,983-100%$1.1M———
Trustmark Bank Trust Department
N/A—5,971-5,971-100%$1.1M———
Bearing Point Capital, LLC
N/A—5,942-5,942-100%$1.1M———
Employees Retirement System of Texas
N/A—5,872-5,872-100%$1.1K———
Circle Wealth Management, LLC
N/A—5,861-5,861-100%$1.1M———
Connable Office Inc
N/A—5,848-5,848-100%$1.1M———
Cinctive Capital Management LP
N/A—5,802-5,802-100%$1.1M———
Mutual Advisors, LLC
N/A—5,778-5,778-100%$1.1M———
Empower Advisory Group, LLC
N/A—5,682-5,682-100%$1.1M———
Phillips Wealth Planners LLC
N/A—5,605-5,605-100%$1.1M———
HSBC Holdings PLC
N/A—5,545-5,545-100%$1.0M———
Empowered Funds, LLC
N/A—5,513-5,513-100%$1.0M———
Hartford Funds Management Co LLC
N/A—5,435-5,435-100%$1.0M———
RB Capital Management, LLC
N/A—5,389-5,389-100%$1.0M———
Sittner & Nelson, LLC
N/A—5,388-5,388-100%$1.0M———
Kingsview Wealth Management, LLC
N/A—5,303-5,303-100%$1.0M———
Chilton Investment Co Inc.
N/A—5,268-5,268-100%$985.7K———
Focus Partners Advisor Solutions, LLC
N/A—5,223-5,223-100%$990.1K———
Horizon Kinetics Asset Management LLC
N/A—5,015-5,015-100%$950.9K———
Essex Financial Services, Inc.
N/A—4,976-4,976-100%$940.0K———
Calydon Capital
N/A—4,923-4,923-100%$933.4K———
BFC Planning, Inc.
N/A—4,821-4,821-100%$914.0K———
Prosperity Consulting Group, LLC
N/A—4,762-4,762-100%$903.0K———
SG Americas Securities, LLC
N/A—4,728-4,728-100%$897———
Stratos Wealth Partners, Ltd.
N/A—4,702-4,702-100%$891.6K———
Baader Bank Aktiengesellschaft
N/A—4,699-4,699-100%$884.5K———
FWL Investment Management, LLC
N/A—4,601-4,601-100%$872.4K———
Choate Investment Advisors
N/A—4,595-4,595-100%$870.4K———
Saranac Partners Ltd
N/A—4,522-4,522-100%$846.3K———
Farringdon Capital, Ltd.
N/A—4,495-4,495-100%$852.3K———
Johnson Investment Counsel Inc
N/A—4,469-4,469-100%$847.4K———
Bridgewater Advisors Inc.
N/A—4,442-4,442-100%$701.7K———
Xcelsior Advisor Partners LLC
N/A—4,338-4,338-100%$822.6K———
British Columbia Investment Management Corp
N/A—4,312-4,312-100%$806.3K———
Advisors Capital Management, LLC
N/A—4,287-4,287-100%$813.0K———
Marshall Financial Group, LLC
N/A—4,153-4,153-100%$787.5K———
Persistent Asset Partners Ltd
N/A—4,058-4,058-100%$769.5K———
Marex Group Ltd
N/A—4,027-4,027-100%$763.6K———
AR Asset Management Inc
N/A—4,000-4,000-100%$758.5K———
Driehaus Capital Management LLC
N/A—3,967-3,967-100%$752.1K———
Boothbay Fund Management, LLC
N/A—3,909-3,909-100%$741.2K———
Roehl & Yi Investment Advisors, LLC
N/A—3,863-3,863-100%$727.1K———
Bradley Foster & Sargent Inc
N/A—3,851-3,851-100%$730.2K———
Brown Financial Advisors
N/A—3,850-3,850-100%$730.0K———
FCA Corp
N/A—3,750-3,750-100%$711.1K———
MOR Wealth Management, LLC
N/A—3,709-3,709-100%$703.3K———
Monetary Management Group Inc
N/A—3,650-3,650-100%$692.1K———
One Wealth Advisors, LLC
N/A—3,637-3,637-100%$689.6K———
Banco Santander, S.A.
N/A—3,569-3,569-100%$676.8K———
First Manhattan Co. Llc.
N/A—3,554-3,554-100%$665.0K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—3,505-3,505-100%$663.7K———
Advyzon Investment Management, LLC
N/A—3,495-3,495-100%$662.4K———
Stock Yards Bank & Trust Co
N/A—3,484-3,484-100%$660.6K———
Kintra Wealth, LLC
N/A—3,468-3,468-100%$545.3K———
NorthRock Partners, LLC
N/A—3,462-3,462-100%$656.5K———
CreativeOne Wealth, LLC
N/A—3,434-3,434-100%$651.2K———
S Harris Financial Group, LLC
N/A—3,425-3,425-100%$649.4K———
Sagewood Asset Management LP
N/A—3,280-3,280-100%$622.0K———
Transamerica Financial Advisors, LLC
N/A—3,264-3,264-100%$619.1K———
Independent Advisor Alliance
N/A—3,250-3,250-100%$616.3K———
Engineers Gate Manager LP
N/A—3,235-3,235-100%$613.4K———
Centaurus Financial, Inc.
N/A—3,203-3,203-100%$607———
Main Street Financial Solutions, LLC
N/A—3,152-3,152-100%$597.7K———
LaSalle St. Investment Advisors, LLC
N/A—3,110-3,110-100%$589.8K———
Keel Point, LLC
N/A—3,042-3,042-100%$576.9K———
Quantum Portfolio Management LLC
N/A—3,012-3,012-100%$571.1K———
Westwood Holdings Group Inc
N/A—2,985-2,985-100%$558.6K———
1248 Management, LLC
N/A—2,976-2,976-100%$564.3K———
Tower Research Capital LLC (TRC)
N/A—2,947-2,947-100%$558.8K———
New Republic Capital, LLC
N/A—2,942-2,942-100%$557.9K———
Everpar Advisors LLC
N/A—2,894-2,894-100%$548.8K———
44 Wealth Management LLC
N/A—2,817-2,817-100%$534.2K———
EWA, LLC
N/A—2,740-2,740-100%$519.6K———
National Philanthropic Trust
N/A—2,734-2,734-100%$518.4K———
PFG Investments, LLC
N/A—2,725-2,725-100%$516.7K———
OneAscent Financial Services LLC
N/A—2,724-2,724-100%$516.6K———
Savvy Advisors, Inc.
N/A—2,691-2,691-100%$510.3K———
Smith, Moore & Co.
N/A—2,644-2,644-100%$501.4K———
Meadowbrook Advisors Group, LLC
N/A—2,633-2,633-100%$499.3K———
Mosaic Financial Group, LLC
N/A—2,601-2,601-100%$493———
OneAscent Family Office, LLC
N/A—2,581-2,581-100%$489.4K———
Seeds Investor LLC
N/A—2,548-2,548-100%$483.1K———
PAX Financial Group, LLC
N/A—2,504-2,504-100%$474.8K———
Pure Financial Advisors, LLC
N/A—2,475-2,475-100%$469.3K———
Astoria Portfolio Advisors Llc.
N/A—2,426-2,426-100%$460.0K———
Aptus Capital Advisors, LLC
N/A—2,396-2,396-100%$454.3K———
Redwood Investment Management, LLC
N/A—2,373-2,373-100%$450———
Aspen Grove Capital, LLC
N/A—2,371-2,371-100%$447.0K———
Hamilton Wealth, LLC
N/A—2,329-2,329-100%$441.6K———
Strategic Investment Solutions, Inc.
N/A—2,288-2,288-100%$433.9K———
Zhang Financial LLC
N/A—2,270-2,270-100%$430.4K———
Moneta Group Investment Advisors LLC
N/A—2,254-2,254-100%$427.4K———
Range Advisory, LLC
N/A—2,207-2,207-100%$418.4K———
Chevy Chase Trust Holdings, LLC
N/A—2,187-2,187-100%$414.7K———
Pointe Capital Management LLC
N/A—2,170-2,170-100%$406.0K———
Fidelis Capital Partners, LLC
N/A—2,142-2,142-100%$406.2K———
Widmann Financial Services, Inc.
N/A—2,132-2,132-100%$404.3K———
Voya Financial Advisors, Inc.
N/A—2,105-2,105-100%$398.6K———
Hilltop Holdings Inc.
N/A—2,093-2,093-100%$393.6K———
Affinity Wealth Management LLC
N/A—2,048-2,048-100%$388.3K———
Foundations Investment Advisors, LLC
N/A—2,035-2,035-100%$385.9K———
Vantus Wealth LLC
N/A—2,032-2,032-100%$385.3K———
Haverford Trust Co
N/A—2,026-2,026-100%$384.2K———
Holistic Financial Partners
N/A—2,026-2,026-100%$384.2K———
Borer Denton & Associates, Inc.
N/A—2,017-2,017-100%$377.6K———
Gotham Asset Management, LLC
N/A—2,007-2,007-100%$380.6K———
KDT Advisors, LLC
N/A—1,995-1,995-100%$373.6K———
RiverFront Investment Group, LLC
N/A—1,974-1,974-100%$374.3K———
Ameriflex Group, Inc.
N/A—1,973-1,973-100%$374.0K———
Kiley Juergens Wealth Management, LLC
N/A—1,966-1,966-100%$372.8K———
SageView Advisory Group, LLC
N/A—1,954-1,954-100%$370.5K———
STG Securities, LLC
N/A—1,942-1,942-100%$368.2K———
Axis Wealth Partners, LLC
N/A—1,936-1,936-100%$367.2K———
Canal Capital Management, LLC
N/A—1,927-1,927-100%$365.4K———
First Long Island Investors, LLC
N/A—1,920-1,920-100%$364.1K———
Capital Investment Management, Inc.
N/A—1,905-1,905-100%$361.2K———
Davis R M Inc
N/A—1,871-1,871-100%$354.8K———
Old North State Trust, LLC
N/A—1,839-1,839-100%$344———
Permanens Capital L.P.
N/A—1,802-1,802-100%$341.7K———
Wealth Management Associates, Inc.
N/A—1,780-1,780-100%$337.5K———
Tiaa Wealth Investment Management LLC
N/A—1,773-1,773-100%$336.2K———
Cambria Investment Management, L.P.
N/A—1,762-1,762-100%$334.1K———
IMA Advisory Services, Inc.
N/A—1,743-1,743-100%$330.5K———
South Street Advisors LLC
N/A—1,700-1,700-100%$322.4K———
Gladstone Institutional Advisory LLC
N/A—1,683-1,683-100%$319.1K———
Cannell & Spears LLC
N/A—1,666-1,666-100%$315.9K———
Northstar Financial Companies, Inc.
N/A—1,652-1,652-100%$313.3K———
Lavaca Capital LLC
N/A—1,648-1,648-100%$312.5K———
LRI Investments, LLC
N/A—1,646-1,646-100%$308.2K———
Sivia Capital Partners, LLC
N/A—1,646-1,646-100%$312.1K———
Marble Wealth, LLC
N/A—1,643-1,643-100%$311.5K———
Perennial Investment Advisors, LLC
N/A—1,642-1,642-100%$311.4K———
Meeder Advisory Services, Inc.
N/A—1,612-1,612-100%$305.7K———
Summitry LLC
N/A—1,599-1,599-100%$303.2K———
Caprock Group, LLC
N/A—1,579-1,579-100%$299.4K———
Sanchez Levi Garrett
N/A—1,556-1,556-100%$295.0K———
Founders Financial Alliance, LLC
N/A—1,540-1,540-100%$292.0K———
Oxford Financial Group, Ltd. LLC
N/A—1,522-1,522-100%$288.6K———
Simmons Bank
N/A—1,514-1,514-100%$287.1K———
Kovack Advisors, Inc.
N/A—1,485-1,485-100%$274.6K———
17 Capital Partners, LLC
N/A—1,472-1,472-100%$279.1K———
CCM Investment Advisers LLC
N/A—1,450-1,450-100%$274.9K———
FSB Premier Wealth Management, Inc.
N/A—1,437-1,437-100%$272.5K———
Kera Capital Partners, Inc.
N/A—1,434-1,434-100%$271.9K———
Copley Financial Group, Inc.
N/A—1,419-1,419-100%$269.1K———
Palisade Capital Management, LP
N/A—1,412-1,412-100%$267.8K———
Sonoma Allocations LLC
N/A—1,408-1,408-100%$259.6K———
Credit Industriel ET Commercial
N/A—1,407-1,407-100%$262.3K———
Seven Fleet Capital Management LP
N/A—1,400-1,400-100%$265.5K———
Sfmg, LLC
N/A—1,394-1,394-100%$264.3K———
FAS Wealth Partners, Inc.
N/A—1,390-1,390-100%$263.7K———
WealthTrust Axiom LLC
N/A—1,383-1,383-100%$262.2K———
VestGen Investment Management
N/A—1,372-1,372-100%$260.2K———
Northwest Quadrant Wealth Management, LLC
N/A—1,362-1,362-100%$258.3K———
Townsquare Capital LLC
N/A—1,354-1,354-100%$256.7K———
Red Door Wealth Management, LLC
N/A—1,343-1,343-100%$254.7K———
One Capital Management, LLC
N/A—1,335-1,335-100%$263.4K———
Rodgers Brothers Inc.
N/A—1,330-1,330-100%$252.2K———
Wellspring Financial Advisors, LLC
N/A—1,316-1,316-100%$249.5K———
1ST Source Bank
N/A—1,311-1,311-100%$248.6K———
Mayflower Financial Advisors, LLC
N/A—1,282-1,282-100%$240.0K———
Evercore Wealth Management, LLC
N/A—1,278-1,278-100%$242.3K———
Ausdal Financial Partners, Inc.
N/A—1,273-1,273-100%$240.3K———
Tobias Financial Advisors, Inc.
N/A—1,251-1,251-100%$237.2K———
Quotient Wealth Partners, LLC
N/A—1,246-1,246-100%$236.3K———
Alteri Wealth LLC
N/A—1,244-1,244-100%$236.0K———
George Kaiser Family Foundation
N/A—1,240-1,240-100%$235.1K———
Keystone Financial Group
N/A—1,232-1,232-100%$233.6K———
Twin Peaks Wealth Advisors, LLC
N/A—1,228-1,228-100%$232.9K———
Northstar Group, Inc.
N/A—1,216-1,216-100%$230.6K———
Kapstone Financial Advisors LLC
N/A—1,184-1,184-100%$224.5K———
Legacy Wealth Advisors, LLC
N/A—1,172-1,172-100%$219.3K———
Alvarez & Marsal Private Wealth Partners, LLC
N/A—1,159-1,159-100%$219.8K———
Keebeck Wealth Management
N/A—1,151-1,151-100%$216.8K———
Fort Sheridan Advisors LLC
N/A—1,140-1,140-100%$216.2K———
Cary Street Partners Investment Advisory LLC
N/A—1,121-1,121-100%$212.6K———
Steigerwald, Gordon & Koch Inc.
N/A—1,120-1,120-100%$212.4K———
Cascade Financial Partners, LLC
N/A—1,109-1,109-100%$210.4K———
Mcintyre Freedman & Flynn Investment Advisers Inc
N/A—1,108-1,108-100%$210.1K———
Jaffetilchin Investment Partners, LLC
N/A—1,106-1,106-100%$209.8K———
Aureus Asset Management, LLC
N/A—1,105-1,105-100%$209.5K———
Precision Wealth Strategies, LLC
N/A—1,104-1,104-100%$209.3K———
American Trust
N/A—1,103-1,103-100%$209.2K———
Tower Wealth Partners, Inc.
N/A—1,076-1,076-100%$204.0K———
Lakeridge Wealth Management LLC
N/A—1,056-1,056-100%$200.2K———
Penserra Capital Management LLC
N/A—1,049-1,049-100%$198———
Quantbot Technologies LP
N/A—1,009-1,009-100%$191.3K———
Strategic Investment Advisors / MI
N/A—1,002-1,002-100%$190.0K———
Crewe Advisors LLC
N/A—967-967-100%$183.4K———
Capital Analysts, LLC
N/A—962-962-100%$181———
Capula Management Ltd
N/A—905-905-100%$171.6K———
Accent Capital Management, LLC
N/A—878-878-100%$166.5K———
Continuum Advisory, LLC
N/A—875-875-100%$165.9K———
Dixon Mitchell Investment Counsel Inc.
N/A—804-804-100%$152.5K———
Manning & Napier Advisors LLC
N/A—801-801-100%$153.0K———
Ancora Advisors LLCA
N/A—798-798-100%$151.3K———
Avalon Trust Co
N/A—774-774-100%$146.8K———
Corient IA LP
N/A—765-765-100%$145.1K———
Bartlett & Co. Wealth Management LLC
N/A—719-719-100%$135.7K———
Rothschild Investment LLC
N/A—664-664-100%$125.6K———
Colonial Trust Co / SC
N/A—661-661-100%$126.2K———
Bruce G. Allen Investments, LLC
N/A—633-633-100%$120.0K———
McMillan Office, Inc.
N/A—616-616-100%$116.8K———
Hills Bank & Trust Co
N/A—602-602-100%$114.2K———
Bogart Wealth, LLC
N/A—569-569-100%$107.9K———
Webster Bank, N. A.
N/A—541-541-100%$102.6K———
Innovative Asset Advisors Group, LLC
N/A—540-540-100%$102.4K———
Aventura Private Wealth, LLC
N/A—507-507-100%$96.1K———
Vanguard National Trust Co
N/A—496-496-100%$94.1K———
Anchor Investment Management, LLC
N/A—485-485-100%$92.0K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—475-475-100%$90.1K———
Crews Bank & Trust
N/A—418-418-100%$79.3K———
SHP Wealth Management
N/A—402-402-100%$76.2K———
Premier Financial Group
N/A—375-375-100%$71.1K———
Keating Financial Advisory Services, Inc.
N/A—368-368-100%$69.9K———
GW&K Investment Management, LLC
N/A—282-282-100%$53———
Bollard Group LLC
N/A—277-277-100%$52———
Rialto Wealth Management, LLC
N/A—251-251-100%$47.6K———
ST Germain D J Co Inc
N/A—247-247-100%$46.8K———
Raffa Wealth Management, LLC
N/A—243-243-100%$46.1K———
Estabrook Capital Management
N/A—237-237-100%$44.9K———
Dunhill Financial, LLC
N/A—214-214-100%$40.0K———
Clal Insurance Enterprises Holdings Ltd
N/A—206-206-100%$38———
Allied Private Wealth LLC
N/A—186-186-100%$35.3K———
Fiduciary Financial Advisors
N/A—183-183-100%$34.3K———
Truvestments Capital LLC
N/A—182-182-100%$34.5K———
JPL Wealth Management, LLC
N/A—173-173-100%$32.8K———
Westfuller Advisors, LLC
N/A—168-168-100%$31.8K———
Quarry LP
N/A—165-165-100%$30.9K———
BOK Financial Private Wealth, Inc.
N/A—164-164-100%$31.1K———
Regatta Research & Money Management
N/A—160-160-100%$30.1K———
Fourth Dimension Wealth, LLC
N/A—143-143-100%$27.1K———
Jackson, Grant Investment Advisers, Inc.
N/A—134-134-100%$25.1K———
Synergy Investment Management, LLC
N/A—131-131-100%$22.7K———
Pingora Partners LLC
N/A—125-125-100%$23.7K———
Itau Unibanco Holding S.A.
N/A—122-122-100%$23.1K———
1 North Wealth Services LLC
N/A—120-120-100%$22.8K———
Measured Wealth Private Client Group, LLC
N/A—117-117-100%$22.2K———
Prosperity Bancshares Inc
N/A—116-116-100%$22.0K———
PIN OAK Investment Advisors Inc
N/A—114-114-100%$22———
TD Capital Management LLC
N/A—113-113-100%$21.4K———
Kilter Group LLC
N/A—108-108-100%$20.5K———
Millstone Evans Group, LLC
N/A—107-107-100%$20.3K———
Cornerstone Financial Management LLC
N/A—101-101-100%$19.2K———
Abound Financial, LLC
N/A—100-100-100%$19.0K———
Corsicana & Co.
N/A—100-100-100%$18.7K———
Core Capital Management & Research, inc.
N/A—100-100-100%$16.7K———
E Fund Management (Hong Kong) Co., Ltd.
N/A—99-99-100%$18.8K———
Wiser Advisor Group LLC
N/A—86-86-100%$16.3K———
WealthCollab, LLC
N/A—82-82-100%$15.5K———
Tripletail Wealth Management, LLC
N/A—71-71-100%$13.9K———
Consultiva Wealth Management, Corp.
N/A—57-57-100%$10.8K———
Bard Associates Inc
N/A—56-56-100%$10.6K———
S&T Bank
N/A—51-51-100%$9.7K———
Sachetta, LLC
N/A—45-45-100%$8.5K———
Colonial Trust Advisors
N/A—40-40-100%$7.6K———
Minot DeBlois Advisors LLC
N/A—37-37-100%$7.0K———
Chesapeake Asset Management LLC
N/A—37-37-100%$7.0K———
CVA Family Office, LLC
N/A—28-28-100%$5.3K———
Security National Bank of Sioux City Iowa
N/A—27-27-100%$5.1K———
HighMark Wealth Management LLC
N/A—26-26-100%$5.0K———
Vision Retirement, LLC
N/A—25-25-100%$4.7K———
Mark Sheptoff Financial Planning, LLC
N/A—22-22-100%$4.2K———
Imprint Wealth LLC
N/A—22-22-100%$4.2K———
Marshall Investment Management, LLC
N/A—19-19-100%$3.6K———
MidFirst Bank
N/A—17-17-100%$3.2K———
Copia Wealth Management
N/A—9-9-100%$1.7K———
Delos Wealth Advisors, LLC
N/A—9-9-100%$1.7K———
Benson Wealth Management Inc
N/A—8-8-100%$1.5K———
Mcguire Capital Advisors Inc
N/A—6-6-100%$1.1K———
Walleye Capital LLC
N/A—6-6-100%$1.1K———
Godfrey Financial Associates, Inc.
N/A—5-5-100%$948———
Operose Advisors LLC
N/A—5-5-100%$948———
Cordant, Inc.
N/A—2-2-100%$424———
Financial Life Planners
N/A—2-2-100%$303———
Nomura Asset Management Co LTD
N/A—00—$0———
Showing 1561 of 1561 institutions