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Eaton Corp PLC (ETN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Bank of New York Mellon Corp
DECREASED
Shares2,582,507 from 2,668,882
Change-86,375 (-3%)
Value$1.1B (-$27.5M)
Filed 2026-11-05
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares1,321,994 from 1,345,357
Change-23,363 (-2%)
Value$568.1M (-$5.2M)
Filed 2026-10-29
Dimensional Fund Advisors LP
DECREASED
Shares1,184,041 from 1,200,251
Change-16,210 (-1%)
Value$508.9M (-$2.4M)
Filed 2026-11-04
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares1,007,564 from 949,877
Change+57,687 (+6%)
Value$433.0M (+$28.2M)
Filed 2026-11-05
Pictet Asset Management Holding SA
DECREASED
Shares997,666 from 1,025,840
Change-28,174 (-3%)
Value$428.7M (-$8.4M)
Filed 2026-11-03
PNC Financial Services Group, Inc.
DECREASED
Shares908,525 from 933,622
Change-25,097 (-3%)
Value$390.4M (-$7.4M)
Filed 2026-11-06
Bank Julius Baer & Co. Ltd, Zurich
DECREASED
Shares761,287 from 775,555
Change-14,268 (-2%)
Value$327.7M (+$46.1K)
Filed 2026-10-29
Truist Financial Corp
INCREASED
Shares717,959 from 708,457
Change+9,502 (+1%)
Value$308.5M (+$6.6M)
Filed 2026-10-30
Bahl & Gaynor LLC
DECREASED
Shares692,877 from 710,424
Change-17,547 (-2%)
Value$297.7M (-$5.0M)
Filed 2026-11-05
Barclays PLC
INCREASED
Shares617,232 from 468,781
Change+148,451 (+32%)
Value$265.2M (+$65.5M)
Filed 2026-11-06
Guinness Asset Management LTD
DECREASED
Shares547,993 from 568,814
Change-20,821 (-4%)
Value$235.5M (-$5.9M)
Filed 2026-11-05
Williams Jones Wealth Management, Llc.
INCREASED
Shares539,258 from 530,610
Change+8,648 (+2%)
Value$231.7M (+$5.6M)
Filed 2026-11-05
AGF Management LTD
DECREASED
Shares530,953 from 773,058
Change-242,105 (-31%)
Value$228.2M (-$101.3M)
Filed 2026-11-03
Citigroup Inc
DECREASED
Shares517,955 from 564,310
Change-46,355 (-8%)
Value$222.6M (-$17.9M)
Filed 2026-11-04
US Bancorp \de\
INCREASED
Shares474,406 from 467,394
Change+7,012 (+2%)
Value$203.9M (+$4.7M)
Filed 2026-11-05
Swedbank AB
DECREASED
Shares467,623 from 778,055
Change-310,432 (-40%)
Value$200.9M (-$130.6M)
Filed 2026-10-27
DekaBank Deutsche Girozentrale
DECREASED
Shares461,171 from 673,631
Change-212,460 (-32%)
Value$199.9K (-$30.7K)
Filed 2026-10-27
Fifth Third Bancorp
DECREASED
Shares453,581 from 468,862
Change-15,281 (-3%)
Value$194.9M (-$4.9M)
Filed 2026-11-05
Principal Financial Group Inc
DECREASED
Shares426,213 from 562,271
Change-136,058 (-24%)
Value$183.1M (-$56.4M)
Filed 2026-11-02
Thrivent Financial for Lutherans
DECREASED
Shares418,687 from 452,316
Change-33,629 (-7%)
Value$180.1K (-$12.6K)
Filed 2026-11-05
Congress Asset Management Co
DECREASED
Shares393,986 from 413,077
Change-19,091 (-5%)
Value$169.3M (-$6.7M)
Filed 2026-10-06
AMF Tjanstepension AB
INCREASED
Shares364,814 from 359,646
Change+5,168 (+1%)
Value$156.8M (+$3.5M)
Filed 2026-10-22
Allspring Global Investments Holdings, LLC
DECREASED
Shares359,086 from 414,054
Change-54,968 (-13%)
Value$157.0M (-$13.7M)
Filed 2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares339,177 from 314,815
Change+24,362 (+8%)
Value$143.3M (+$15.7M)
Filed 2026-10-13
King Luther Capital Management Corp
DECREASED
Shares306,381 from 317,877
Change-11,496 (-4%)
Value$131.7M (-$3.8M)
Filed 2026-11-05
Assenagon Asset Management S.A.
INCREASED
Shares282,750 from 151,126
Change+131,624 (+87%)
Value$121.5M (+$57.1M)
Filed 2026-10-15
New York State Teachers Retirement System
DECREASED
Shares280,558 from 285,644
Change-5,086 (-2%)
Value$120.6K (-$1.2K)
Filed 2026-10-22
Aegon Asset Management UK PLC
INCREASED
Shares267,498 from 265,250
Change+2,248 (+1%)
Value$114.9M (+$1.9M)
Filed 2026-11-04
Creative Planning
INCREASED
Shares254,572 from 246,115
Change+8,457 (+3%)
Value$109.4M (+$4.5M)
Filed 2026-11-02
PFA Pension, Forsikringsaktieselskab
INCREASED
Shares244,874 from 211,233
Change+33,641 (+16%)
Value$105.2M (+$15.2M)
Filed 2026-11-06
Temasek Holdings (Private) Ltd
NEW
Shares227,445
Change+227,445
Value$97.7M
Filed 2026-10-28
Keybank National Association
DECREASED
Shares218,790 from 222,747
Change-3,957 (-2%)
Value$94.0M (-$900.7K)
Filed 2026-11-04
Commonwealth Equity Services, LLC
INCREASED
Shares211,456 from 210,384
Change+1,072 (+1%)
Value$90.9M (+$1.2M)
Filed 2026-11-02
Midwest Trust Co
DECREASED
Shares207,235 from 207,784
Change-549 (0%)
Value$89.1M (+$510.0K)
Filed 2026-10-22
Kestra Advisory Services, LLC
INCREASED
Shares201,522 from 199,286
Change+2,236 (+1%)
Value$86.6M (+$1.7M)
Filed 2026-11-02
Sustainable Growth Advisers, LP
NEW
Shares199,557
Change+199,557
Value$85.8M
Filed 2026-10-15
TD Waterhouse Canada Inc.
INCREASED
Shares193,681 from 188,970
Change+4,711 (+2%)
Value$84.8M (+$6.8M)
Filed 2026-10-16
MacKenzie Financial Corp
DECREASED
Shares193,432 from 297,343
Change-103,911 (-35%)
Value$83.1M (-$43.6M)
Filed 2026-11-02
Nicholas Company, Inc.
DECREASED
Shares182,370 from 182,455
Change-85 (0%)
Value$78.4M (+$618.5K)
Filed 2026-11-05
Eastern Bank
DECREASED
Shares178,483 from 180,499
Change-2,016 (-1%)
Value$76.7M (-$218.3K)
Filed 2026-10-05
Vaughan David Investments LLC
DECREASED
Shares174,886 from 175,500
Change-614 (0%)
Value$75.2K (+$366)
Filed 2026-11-05
Asset Management One Co., Ltd.
INCREASED
Shares172,862 from 169,597
Change+3,265 (+2%)
Value$74.3M (+$2.0M)
Filed 2026-10-27
Factory Mutual Insurance Co
INCREASED
Shares170,719 from 151,919
Change+18,800 (+12%)
Value$73.4M (+$8.6M)
Filed 2026-10-30
Americana Partners, LLC
DECREASED
Shares164,871 from 173,373
Change-8,502 (-5%)
Value$70.8M (-$3.0M)
Filed 2026-10-28
Carnegie Investment Counsel
DECREASED
Shares163,241 from 165,555
Change-2,314 (-1%)
Value$70.1M (-$400.2K)
Filed 2026-10-20
Eurizon Capital SGR S.p.A.
DECREASED
Shares162,265 from 175,329
Change-13,064 (-7%)
Value$69.8M (-$4.7M)
Filed 2026-11-06
Swiss Life Asset Management Ltd
INCREASED
Shares156,038 from 132,128
Change+23,910 (+18%)
Value$67.1M (+$10.7M)
Filed 2026-11-03
Savant Capital, LLC
INCREASED
Shares154,946 from 75,147
Change+79,799 (+106%)
Value$66.6M (+$33.4M)
Filed 2026-11-06
J. L. Bainbridge & Co., Inc.
DECREASED
Shares154,882 from 156,430
Change-1,548 (-1%)
Value$66.6M (-$103.6K)
Filed 2026-10-20
Cullen T Bankers, Inc.
DECREASED
Shares151,238 from 156,463
Change-5,225 (-3%)
Value$65.0M (-$1.7M)
Filed 2026-10-28
Compagnie Lombard Odier SCmA
INCREASED
Shares150,525 from 139,326
Change+11,199 (+8%)
Value$64.7M (+$5.3M)
Filed 2026-11-04
Bank Pictet & Cie (Europe) AG
DECREASED
Shares150,231 from 155,633
Change-5,402 (-3%)
Value$64.6M (-$1.8M)
Filed 2026-10-20
Ferguson Wellman Capital Management, Inc
INCREASED
Shares143,506 from 143,454
Change+52 (+0%)
Value$61.7M (+$537.1K)
Filed 2026-10-05
Banque Pictet & CIE SA
DECREASED
Shares142,725 from 166,827
Change-24,102 (-14%)
Value$61.3M (-$9.8M)
Filed 2026-10-16
Argent Capital Management LLC
DECREASED
Shares141,954 from 147,475
Change-5,521 (-4%)
Value$61.0M (-$1.8M)
Filed 2026-10-05
CIBC Asset Management Inc
INCREASED
Shares136,674 from 108,470
Change+28,204 (+26%)
Value$58.7M (+$12.5M)
Filed 2026-11-05
Citizens Financial Group Inc
DECREASED
Shares131,131 from 134,937
Change-3,806 (-3%)
Value$56.3M (-$1.2M)
Filed 2026-10-23
Nisa Investment Advisors, LLC
DECREASED
Shares130,867 from 131,463
Change-596 (0%)
Value$56.2M (+$215.8K)
Filed 2026-10-20
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED
Shares128,152 from 137,105
Change-8,953 (-7%)
Value$55.1M (-$3.4M)
Filed 2026-10-15
Gateway Investment Advisers LLC
INCREASED
Shares126,991 from 124,947
Change+2,044 (+2%)
Value$54.6M (+$1.3M)
Filed 2026-10-13
State of New Jersey Common Pension Fund D
INCREASED
Shares125,853 from 125,773
Change+80 (+0%)
Value$54.1M (+$485.9K)
Filed 2026-11-05
Pinnacle Associates LTD
DECREASED
Shares122,542 from 124,878
Change-2,336 (-2%)
Value$52.7M (-$555.3K)
Filed 2026-10-20
Campbell Newman Asset Management Inc
DECREASED
Shares116,318 from 116,585
Change-267 (0%)
Value$50.0M (+$303.8K)
Filed 2026-10-22
Lido Advisors, LLC
INCREASED
Shares116,259 from 108,840
Change+7,419 (+7%)
Value$50.0M (+$3.6M)
Filed 2026-11-04
Gradient Investments LLC
DECREASED
Shares116,253 from 116,294
Change-41 (0%)
Value$50.0M (+$399.7K)
Filed 2026-10-08
Mn Services Vermogensbeheer B.V.
INCREASED
Shares115,137 from 113,037
Change+2,100 (+2%)
Value$49.5K (+$1.3K)
Filed 2026-10-08
Davidson Investment Advisors
DECREASED
Shares112,643 from 113,066
Change-423 (0%)
Value$48.4M (+$224.1K)
Filed 2026-10-20
Czech National Bank
INCREASED
Shares111,597 from 110,525
Change+1,072 (+1%)
Value$48.0M (+$857.4K)
Filed 2026-10-13
Calamos Advisors LLC
INCREASED
Shares111,040 from 109,417
Change+1,623 (+1%)
Value$47.7M (+$1.1M)
Filed 2026-11-02
Munich Reinsurance Co Stock Corp in Munich
DECREASED
Shares109,695 from 134,636
Change-24,941 (-19%)
Value$47.1M (-$10.2M)
Filed 2026-10-30
Arizona State Retirement System
INCREASED
Shares108,502 from 107,658
Change+844 (+1%)
Value$46.6M (+$749.2K)
Filed 2026-11-03
Old Republic International Corp
DECREASED
Shares108,110 from 201,650
Change-93,540 (-46%)
Value$46.5K (-$39.4K)
Filed 2026-10-26
Alta Capital Management LLC/
DECREASED
Shares107,095 from 125,494
Change-18,399 (-15%)
Value$46.0M (-$7.5M)
Filed 2026-10-26
State of Michigan Retirement System
DECREASED
Shares104,956 from 106,856
Change-1,900 (-2%)
Value$45.1M (-$432.8K)
Filed 2026-10-27
Sterling Capital Management LLC
DECREASED
Shares104,649 from 113,242
Change-8,593 (-8%)
Value$45.0M (-$3.3M)
Filed 2026-10-22
Regions Financial Corp
DECREASED
Shares104,364 from 108,671
Change-4,307 (-4%)
Value$44.8M (-$1.5M)
Filed 2026-11-05
Alecta Tjanstepension Omsesidigt
INCREASED
Shares100,954 from 51,064
Change+49,890 (+98%)
Value$43.4M (+$22.8M)
Filed 2026-11-02
Meyer Handelman Co
DECREASED
Shares99,433 from 100,584
Change-1,151 (-1%)
Value$42.7M (-$133.5K)
Filed 2026-10-28
Avity Investment Management Inc.
DECREASED
Shares98,622 from 102,330
Change-3,708 (-4%)
Value$42.4M (-$1.2M)
Filed 2026-10-09
Mirae Asset Global Investments Co., Ltd.
DECREASED
Shares98,446 from 120,129
Change-21,683 (-18%)
Value$42.3M (-$8.9M)
Filed 2026-11-03
Daiwa Securities Group Inc.
DECREASED
Shares95,131 from 97,231
Change-2,100 (-2%)
Value$40.9M (-$553.3K)
Filed 2026-10-29
Clearstead Advisors, LLC
DECREASED
Shares94,468 from 94,532
Change-64 (0%)
Value$40.6M (+$309.7K)
Filed 2026-11-06
Sumitomo Mitsui DS Asset Management Company, Ltd
DECREASED
Shares92,965 from 97,927
Change-4,962 (-5%)
Value$39.9M (-$1.8M)
Filed 2026-10-20
Strs Ohio
DECREASED
Shares89,058 from 95,009
Change-5,951 (-6%)
Value$38.3M (-$2.2M)
Filed 2026-10-30
Foster Dykema Cabot & Partners, LLC
DECREASED
Shares88,673 from 89,386
Change-713 (-1%)
Value$38.1M (+$14.5K)
Filed 2026-10-30
Granite Investment Partners, LLC
INCREASED
Shares88,541 from 85,925
Change+2,616 (+3%)
Value$38.0M (+$1.4M)
Filed 2026-11-04
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED
Shares85,811 from 85,765
Change+46 (+0%)
Value$36.9M (+$327.7K)
Filed 2026-11-03
National Mutual Insurance Federation of Agricultural Cooperatives
UNCHANGED
Shares84,300 from 84,300
Change0 (0%)
Value$36.2M (+$302.6K)
Filed 2026-10-28
Xponance LLC
INCREASED
Shares82,453 from 77,515
Change+4,938 (+6%)
Value$35.4M (+$2.4M)
Filed 2026-11-03
Retirement Systems of Alabama
DECREASED
Shares81,450 from 81,572
Change-122 (0%)
Value$35.0M (+$240.4K)
Filed 2026-11-04
Oppenheimer & Co Inc
DECREASED
Shares81,178 from 83,149
Change-1,971 (-2%)
Value$34.9M (-$548.5K)
Filed 2026-10-26
Prime Capital Investment Advisors, LLC
DECREASED
Shares80,106 from 84,327
Change-4,221 (-5%)
Value$34.4M (-$1.5M)
Filed 2026-10-20
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares77,407 from 75,244
Change+2,163 (+3%)
Value$33.3K (+$1.2K)
Filed 2026-11-02
MGO One Seven LLC
INCREASED
Shares77,261 from 72,193
Change+5,068 (+7%)
Value$33.2M (+$2.4M)
Filed 2026-10-28
Godsey & Gibb, Inc
INCREASED
Shares76,270 from 75,924
Change+346 (+0%)
Value$32.8M (+$421.2K)
Filed 2026-10-14
Assetmark, Inc
INCREASED
Shares76,044 from 75,527
Change+517 (+1%)
Value$32.7M (+$493.3K)
Filed 2026-10-21
ARS Investment Partners, LLC
DECREASED
Shares75,976 from 77,499
Change-1,523 (-2%)
Value$32.6M (-$376.2K)
Filed 2026-11-05
Chicago Capital, LLC
INCREASED
Shares74,799 from 68,130
Change+6,669 (+10%)
Value$32.1M (+$3.1M)
Filed 2026-10-13
Neos Investment Management LLC
INCREASED
Shares72,877 from 63,262
Change+9,615 (+15%)
Value$31.3M (+$4.4M)
Filed 2026-11-04
Associated Banc-Corp
DECREASED
Shares72,233 from 76,119
Change-3,886 (-5%)
Value$31.0M (-$1.4M)
Filed 2026-10-30
Amalgamated Bank
DECREASED
Shares69,731 from 71,525
Change-1,794 (-3%)
Value$30.0K (-$514)
Filed 2026-10-23
Rakuten Investment Management, Inc.
NEW
Shares69,707
Change+69,707
Value$30.2M
Filed 2026-10-30
Vontobel Holding Ltd.
DECREASED
Shares68,974 from 70,353
Change-1,379 (-2%)
Value$29.6M (-$340.0K)
Filed 2026-10-16
Willis Investment Counsel
DECREASED
Shares67,873 from 76,973
Change-9,100 (-12%)
Value$29.2M (-$3.6M)
Filed 2026-10-20
Davenport & Co LLC
INCREASED
Shares66,769 from 65,430
Change+1,339 (+2%)
Value$28.7M (+$985.7K)
Filed 2026-10-14
Adell Harriman & Carpenter Inc
INCREASED
Shares64,995 from 63,721
Change+1,274 (+2%)
Value$27.9M (+$776.2K)
Filed 2026-11-02
Wesbanco Bank Inc
DECREASED
Shares64,318 from 66,908
Change-2,590 (-4%)
Value$27.6M (-$872.7K)
Filed 2026-11-04
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
INCREASED
Shares64,283 from 46,867
Change+17,416 (+37%)
Value$27.6M (+$7.7M)
Filed 2026-10-22
Moody Lynn Lieberson & Walker, LLC
INCREASED
Shares63,026 from 62,861
Change+165 (+0%)
Value$27.1M (+$296.6K)
Filed 2026-10-14
Oppenheimer Asset Management Inc.
DECREASED
Shares62,918 from 65,571
Change-2,653 (-4%)
Value$27.0M (-$904.6K)
Filed 2026-10-27
Riverbridge Partners LLC
INCREASED
Shares61,644 from 26,919
Change+34,725 (+129%)
Value$26.5M (+$15.0M)
Filed 2026-11-05
Boston Trust Walden Corp
DECREASED
Shares61,148 from 70,556
Change-9,408 (-13%)
Value$26.3M (-$3.8M)
Filed 2026-10-30
Beese Fulmer Investment Management, Inc.
INCREASED
Shares60,534 from 53,283
Change+7,251 (+14%)
Value$26.0M (+$3.3M)
Filed 2026-10-23
ProShare Advisors LLC
DECREASED
Shares60,111 from 60,519
Change-408 (-1%)
Value$25.8M (+$41.9K)
Filed 2026-10-29
Kestra Private Wealth Services, LLC
INCREASED
Shares60,000 from 53,079
Change+6,921 (+13%)
Value$25.8M (+$3.2M)
Filed 2026-11-06
Grimes & Co Wealth Management, LLC
DECREASED
Shares57,595 from 59,256
Change-1,661 (-3%)
Value$24.7M (-$501.1K)
Filed 2026-10-29
Pittenger & Anderson Inc
DECREASED
Shares56,764 from 62,676
Change-5,912 (-9%)
Value$24.4M (-$2.3M)
Filed 2026-11-02
Bailard, Inc.
DECREASED
Shares56,762 from 57,109
Change-347 (-1%)
Value$24.4M (+$55.9K)
Filed 2026-10-13
KBC Group NV
DECREASED
Shares56,701 from 57,106
Change-405 (-1%)
Value$24.4K (+$31)
Filed 2026-10-22
Beacon Investment Advisory Services, Inc.
DECREASED
Shares55,394 from 55,706
Change-312 (-1%)
Value$23.8M (+$65.9K)
Filed 2026-10-13
Mcdaniel Terry & Co
INCREASED
Shares55,272 from 53,572
Change+1,700 (+3%)
Value$23.8M (+$922.8K)
Filed 2026-11-05
Trust Co of Vermont
INCREASED
Shares54,677 from 54,039
Change+638 (+1%)
Value$23.5M (+$468.2K)
Filed 2026-10-21
Moran Wealth Management, LLC
INCREASED
Shares53,564 from 52,751
Change+813 (+2%)
Value$23.0M (+$538.5K)
Filed 2026-10-22
First Citizens Bank & Trust Co
DECREASED
Shares53,242 from 56,252
Change-3,010 (-5%)
Value$22.9M (-$1.1M)
Filed 2026-10-14
Suncoast Equity Management
DECREASED
Shares53,175 from 55,106
Change-1,931 (-3%)
Value$22.8M (-$631.9K)
Filed 2026-11-03
Ethic Inc.
INCREASED
Shares51,381 from 49,547
Change+1,834 (+4%)
Value$22.1M (+$966.0K)
Filed 2026-11-03
First Nebraska Trust Co
DECREASED
Shares51,164 from 52,420
Change-1,256 (-2%)
Value$22.0M (-$352.1K)
Filed 2026-10-30
Nemes Rush Group LLC
DECREASED
Shares50,985 from 51,063
Change-78 (0%)
Value$21.9M (+$149.7K)
Filed 2026-11-04
First American Bank
DECREASED
Shares50,535 from 52,131
Change-1,596 (-3%)
Value$21.7M (-$498.7K)
Filed 2026-10-27
Norris Perne & French LLP
INCREASED
Shares50,233 from 45,169
Change+5,064 (+11%)
Value$21.6M (+$2.3M)
Filed 2026-10-23
MassMutual Private Wealth & Trust, FSB
INCREASED
Shares49,620 from 48,850
Change+770 (+2%)
Value$21.3M (+$506.2K)
Filed 2026-10-05
Bourgeon Capital Management LLC
DECREASED
Shares48,065 from 48,507
Change-442 (-1%)
Value$20.7M (-$15.8K)
Filed 2026-10-19
Goelzer Investment Management, Inc.
DECREASED
Shares47,847 from 48,279
Change-432 (-1%)
Value$20.6M (-$12.3K)
Filed 2026-10-16
Oregon Public Employees Retirement Fund
DECREASED
Shares47,699 from 47,723
Change-24 (0%)
Value$20.5M (+$161.0K)
Filed 2026-10-30
Badgley Phelps Wealth Managers, LLC
DECREASED
Shares45,780 from 46,032
Change-252 (-1%)
Value$19.7M (+$57.0K)
Filed 2026-10-22
Concurrent Investment Advisors, LLC
INCREASED
Shares45,128 from 40,620
Change+4,508 (+11%)
Value$19.4M (+$2.1M)
Filed 2026-10-16
Cullen Investment Group, Ltd.
DECREASED
Shares44,968 from 49,144
Change-4,176 (-8%)
Value$19.2M (-$1.8M)
Filed 2026-10-13
Sycomore Asset Management
UNCHANGED
Shares44,428 from 44,428
Change0 (0%)
Value$17.9K ($0)
Filed 2026-10-26
Mutual of America Capital Management LLC
DECREASED
Shares44,040 from 44,424
Change-384 (-1%)
Value$18.9M (-$5.5K)
Filed 2026-10-23
Franklin Street Advisors Inc
DECREASED
Shares43,724 from 48,545
Change-4,821 (-10%)
Value$18.8M (-$1.9M)
Filed 2026-10-13
Vantage Investment Partners, LLC
DECREASED
Shares43,345 from 43,465
Change-120 (0%)
Value$18.6M (+$104.5K)
Filed 2026-10-27
IFM Investors Pty Ltd
DECREASED
Shares42,606 from 43,206
Change-600 (-1%)
Value$18.3M (-$102.7K)
Filed 2026-10-14
Forbes J M & Co LLP
INCREASED
Shares40,573 from 40,347
Change+226 (+1%)
Value$17.4M (+$242.0K)
Filed 2026-10-16
Baker Avenue Asset Management, LP
INCREASED
Shares40,471 from 33,919
Change+6,552 (+19%)
Value$17.4M (+$2.9M)
Filed 2026-11-06
Generali Asset Management SPA SGR
INCREASED
Shares40,398 from 37,025
Change+3,373 (+9%)
Value$17.4M (+$1.6M)
Filed 2026-10-26
Nordwand Advisors, LLC
DECREASED
Shares39,848 from 40,599
Change-751 (-2%)
Value$17.1M (-$177.0K)
Filed 2026-11-05
Daymark Wealth Partners, LLC
DECREASED
Shares38,922 from 39,834
Change-912 (-2%)
Value$16.7M (-$248.8K)
Filed 2026-11-04
Anchor Capital Advisors LLC
DECREASED
Shares38,455 from 38,619
Change-164 (0%)
Value$16.5M (+$68.4K)
Filed 2026-11-05
Prospera Financial Services Inc
INCREASED
Shares37,557 from 34,368
Change+3,189 (+9%)
Value$13.9M (-$751.2K)
Filed 2026-11-04
Mcdonald Partners LLC
DECREASED
Shares37,309 from 37,797
Change-488 (-1%)
Value$16.0M (-$73.8K)
Filed 2026-11-03
Merit Financial Group, LLC
DECREASED
Shares37,028 from 37,080
Change-52 (0%)
Value$15.9M (+$110.9K)
Filed 2026-11-06
State of Alaska, Department of Revenue
DECREASED
Shares36,795 from 38,047
Change-1,252 (-3%)
Value$15.8K (-$401)
Filed 2026-10-15
Vise Technologies, Inc.
INCREASED
Shares36,649 from 29,330
Change+7,319 (+25%)
Value$15.7M (+$3.3M)
Filed 2026-10-29
Eliot Finkel Investment Counsel, LLC
DECREASED
Shares36,449 from 36,619
Change-170 (0%)
Value$15.7M (+$58.4K)
Filed 2026-11-03
ASR Vermogensbeheer N.V.
INCREASED
Shares36,349 from 29,553
Change+6,796 (+23%)
Value$15.6M (+$3.0M)
Filed 2026-10-16
Yousif Capital Management, LLC
INCREASED
Shares36,276 from 36,100
Change+176 (+0%)
Value$15.6M (+$205.2K)
Filed 2026-10-22
Two Point Capital Management, Inc.
DECREASED
Shares35,940 from 36,515
Change-575 (-2%)
Value$15.4M (-$115.9K)
Filed 2026-10-16
Acorn Financial Advisory Services Inc
INCREASED
Shares35,866 from 29,979
Change+5,887 (+20%)
Value$15.4M (+$2.6M)
Filed 2026-11-02
Payden & Rygel
DECREASED
Shares35,780 from 35,880
Change-100 (0%)
Value$15.4K (+$86)
Filed 2026-10-28
Salem Investment Counselors Inc
INCREASED
Shares35,391 from 34,051
Change+1,340 (+4%)
Value$15.2M (+$698.1K)
Filed 2026-10-13
Empire Life Investments Inc.
NEW
Shares34,740
Change+34,740
Value$14.9M
Filed 2026-11-06
WealthBridge Investment Counsel Inc.
DECREASED
Shares34,595 from 35,410
Change-815 (-2%)
Value$14.9K (-$223)
Filed 2026-10-13
Atria Investments, Inc
INCREASED
Shares34,581 from 33,582
Change+999 (+3%)
Value$14.9M (+$549.7K)
Filed 2026-10-15
First Financial Bank - Trust Division
DECREASED
Shares34,377 from 35,696
Change-1,319 (-4%)
Value$14.8M (-$438.6K)
Filed 2026-10-01
Fifth Third Wealth Advisors LLC
INCREASED
Shares33,685 from 33,536
Change+149 (+0%)
Value$14.5M (+$184.5K)
Filed 2026-10-22
Oak Harvest Investment Services
DECREASED
Shares33,637 from 48,786
Change-15,149 (-31%)
Value$14.5M (-$6.3M)
Filed 2026-10-20
United Asset Strategies, Inc.
INCREASED
Shares33,206 from 32,660
Change+546 (+2%)
Value$14.3M (+$351.9K)
Filed 2026-10-28
ABN Amro Investment Solutions
INCREASED
Shares32,677 from 25,376
Change+7,301 (+29%)
Value$14.0M (+$3.2M)
Filed 2026-10-21
Richard C. Young & Co., Ltd.
INCREASED
Shares32,476 from 9,874
Change+22,602 (+229%)
Value$14.0M (+$9.7M)
Filed 2026-11-04
Pegasus Asset Management, Inc.
INCREASED
Shares32,328 from 32,079
Change+249 (+1%)
Value$13.9M (+$222.2K)
Filed 2026-11-03
Spring Capital Management, LLC
DECREASED
Shares31,336 from 31,383
Change-47 (0%)
Value$13.5M (+$92.5K)
Filed 2026-10-09
D.A. Davidson & Co.
INCREASED
Shares31,044 from 28,778
Change+2,266 (+8%)
Value$13.3M (+$1.1M)
Filed 2026-10-28
Lmcg Investments, LLC
INCREASED
Shares30,156 from 29,624
Change+532 (+2%)
Value$13.0M (+$335.0K)
Filed 2026-10-21
Teamwork Financial Advisors, LLC
INCREASED
Shares30,054 from 29,220
Change+834 (+3%)
Value$12.9M (+$463.3K)
Filed 2026-10-19
Hamilton Point Investment Advisors, LLC
INCREASED
Shares29,807 from 29,409
Change+398 (+1%)
Value$12.8M (+$276.6K)
Filed 2026-11-03
Roffman Miller Associates Inc
NEW
Shares29,594
Change+29,594
Value$12.7M
Filed 2026-10-19
Gulf International Bank (UK) Ltd
UNCHANGED
Shares29,542 from 29,542
Change0 (0%)
Value$12.7K (+$106)
Filed 2026-10-20
Calamos Wealth Management LLC
DECREASED
Shares29,499 from 30,039
Change-540 (-2%)
Value$12.7M (-$124.2K)
Filed 2026-11-02
Glenview Trust Co
INCREASED
Shares29,348 from 28,053
Change+1,295 (+5%)
Value$12.6M (+$657.2K)
Filed 2026-10-28
Clear Trail Advisors, LLC
DECREASED
Shares29,100 from 31,201
Change-2,101 (-7%)
Value$12.5M (-$790.9K)
Filed 2026-10-20
Generate Investment Management Ltd
DECREASED
Shares29,030 from 43,987
Change-14,957 (-34%)
Value$12.5M (-$6.3M)
Filed 2026-10-14
Running Oak Capital LLC
INCREASED
Shares28,915 from 28,203
Change+712 (+3%)
Value$12.4M (+$407.2K)
Filed 2026-11-04
Carret Asset Management, LLC
DECREASED
Shares28,724 from 28,861
Change-137 (0%)
Value$12.3M (+$44.9K)
Filed 2026-11-04
Nixon Peabody Trust Co
INCREASED
Shares28,245 from 27,434
Change+811 (+3%)
Value$12.1M (+$447.0K)
Filed 2026-10-23
Community Financial Services Group, LLC
DECREASED
Shares28,186 from 28,934
Change-748 (-3%)
Value$12.3M (+$395.4K)
Filed 2026-10-15
HB Wealth Management, LLC
DECREASED
Shares28,091 from 29,416
Change-1,325 (-4%)
Value$12.1M (-$464.1K)
Filed 2026-10-23
Greenfield Seitz Capital Management, LLC
DECREASED
Shares27,763 from 27,853
Change-90 (0%)
Value$11.9M (+$61.3K)
Filed 2026-10-29
Foster Victor Wealth Advisors, LLC
INCREASED
Shares27,705 from 26,259
Change+1,446 (+6%)
Value$10.8M (-$64.8K)
Filed 2026-10-21
Brookstone Capital Management
DECREASED
Shares27,701 from 31,839
Change-4,138 (-13%)
Value$11.9M (-$1.7M)
Filed 2026-10-22
Choreo, LLC
INCREASED
Shares27,127 from 25,350
Change+1,777 (+7%)
Value$11.7M (+$855.9K)
Filed 2026-10-28
Dillon & Associates Inc
INCREASED
Shares27,024 from 24,693
Change+2,331 (+9%)
Value$11.6K (+$1.1K)
Filed 2026-10-22
Harrell Investment Partners, LLC
DECREASED
Shares26,706 from 27,403
Change-697 (-3%)
Value$11.5M (-$200.9K)
Filed 2026-10-15
Ashton Thomas Private Wealth, LLC
DECREASED
Shares26,697 from 26,790
Change-93 (0%)
Value$11.5M (+$55.9K)
Filed 2026-11-03
First National Trust Co
INCREASED
Shares26,573 from 20,373
Change+6,200 (+30%)
Value$11.4M (+$2.7M)
Filed 2026-10-28
OpenArc Corporate Advisory, LLC
INCREASED
Shares26,566 from 25,365
Change+1,201 (+5%)
Value$11.4M (+$607.1K)
Filed 2026-10-21
Kingswood Wealth Advisors, LLC
INCREASED
Shares26,237 from 25,655
Change+582 (+2%)
Value$11.3M (+$342.2K)
Filed 2026-10-23
Middleton & Co Inc
DECREASED
Shares26,152 from 26,784
Change-632 (-2%)
Value$11.2M (-$175.4K)
Filed 2026-10-23
Farther Finance Advisors, LLC
INCREASED
Shares25,762 from 21,506
Change+4,256 (+20%)
Value$11.1M (+$1.9M)
Filed 2026-10-08
Park Avenue Securities LLC
DECREASED
Shares25,707 from 25,727
Change-20 (0%)
Value$11.0K (+$83)
Filed 2026-10-26
Cyndeo Wealth Partners, LLC
DECREASED
Shares25,679 from 26,848
Change-1,169 (-4%)
Value$11.0M (-$405.9K)
Filed 2026-10-16
Citizens National Bank Trust Department
DECREASED
Shares25,427 from 26,053
Change-626 (-2%)
Value$10.9M (-$175.5K)
Filed 2026-11-04
Cornerstone Wealth Group, LLC
INCREASED
Shares25,008 from 24,488
Change+520 (+2%)
Value$10.7M (+$311.3K)
Filed 2026-11-02
Ellsworth Advisors, LLC
INCREASED
Shares25,003 from 24,582
Change+421 (+2%)
Value$10.7M (+$595.1K)
Filed 2026-10-15
Summit Financial Wealth Advisors, LLC
DECREASED
Shares24,738 from 25,045
Change-307 (-1%)
Value$10.6M (-$42.0K)
Filed 2026-10-15
Parcion Private Wealth LLC
DECREASED
Shares24,704 from 25,467
Change-763 (-3%)
Value$10.6M (-$236.2K)
Filed 2026-10-28
Ashurst Perkins Coie Trust Co
DECREASED
Shares24,688 from 25,354
Change-666 (-3%)
Value$10.6M (-$195.1K)
Filed 2026-10-15
YHB Investment Advisors, Inc.
INCREASED
Shares24,559 from 23,468
Change+1,091 (+5%)
Value$10.6M (+$553.1K)
Filed 2026-10-08
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares24,136 from 23,024
Change+1,112 (+5%)
Value$10.4M (+$560.5K)
Filed 2026-10-27
Westhampton Capital, LLC
DECREASED
Shares23,993 from 24,957
Change-964 (-4%)
Value$10.3M (-$324.6K)
Filed 2026-10-30
Wespac Advisors SoCal, LLC
DECREASED
Shares23,796 from 23,805
Change-9 (0%)
Value$10.2M (+$81.3K)
Filed 2026-10-13
Hartline Investment Corp/
INCREASED
Shares23,717 from 19,408
Change+4,309 (+22%)
Value$10.2M (+$1.9M)
Filed 2026-10-29
Maryland State Retirement & Pension System
INCREASED
Shares23,665 from 20,808
Change+2,857 (+14%)
Value$10.2M (+$1.3M)
Filed 2026-11-05
Trifecta Capital Advisors, LLC
INCREASED
Shares23,610 from 22,963
Change+647 (+3%)
Value$10.1M (+$360.5K)
Filed 2026-10-21
Parsons Capital Management Inc
DECREASED
Shares23,582 from 23,715
Change-133 (-1%)
Value$10.1M (+$28.0K)
Filed 2026-10-28
Consolidated Investment Group LLC
UNCHANGED
Shares23,570 from 23,570
Change0 (0%)
Value$10.1M (+$84.6K)
Filed 2026-11-04
Hendley & Co Inc
INCREASED
Shares23,569 from 23,369
Change+200 (+1%)
Value$10.1K (+$170)
Filed 2026-10-29
Highland Capital Management, LLC
INCREASED
Shares22,814 from 20,519
Change+2,295 (+11%)
Value$9.8M (+$1.1M)
Filed 2026-10-26
Reliant Investment Management, LLC
DECREASED
Shares22,336 from 22,397
Change-61 (0%)
Value$9.6M (+$54.2K)
Filed 2026-10-14
Synergy Asset Management, LLC
INCREASED
Shares21,975 from 15,439
Change+6,536 (+42%)
Value$9.4M (+$2.9M)
Filed 2026-11-05
Level Four Advisory Services, LLC
INCREASED
Shares21,781 from 21,576
Change+205 (+1%)
Value$9.4M (+$166.9K)
Filed 2026-11-06
Wilson Asset Management (International) PTY LTD
INCREASED
Shares21,750 from 13,500
Change+8,250 (+61%)
Value$9.3M (+$3.6M)
Filed 2026-10-26
Strategy Asset Managers LLC
INCREASED
Shares21,591 from 21,172
Change+419 (+2%)
Value$9.3M (+$256.3K)
Filed 2026-10-14
Nippon Life Global Investors Americas, Inc.
NEW
Shares21,460
Change+21,460
Value$9.2M
Filed 2026-10-29
Florida Trust Wealth Management Co
INCREASED
Shares21,245 from 18,104
Change+3,141 (+17%)
Value$9.1M (+$1.4M)
Filed 2026-11-05
StrongBox Wealth, LLC
INCREASED
Shares21,156 from 21,011
Change+145 (+1%)
Value$9.1M (+$137.8K)
Filed 2026-11-02
Neville Rodie & Shaw Inc
INCREASED
Shares21,125 from 20,525
Change+600 (+3%)
Value$9.1K (+$332)
Filed 2026-10-05
Princeton Global Asset Management LLC
INCREASED
Shares20,968 from 20,808
Change+160 (+1%)
Value$9.0M (+$143.5K)
Filed 2026-10-21
Fiduciary Alliance LLC
DECREASED
Shares20,899 from 23,864
Change-2,965 (-12%)
Value$9.0M (-$1.2M)
Filed 2026-10-13
Hartford Investment Management Co
DECREASED
Shares20,798 from 21,472
Change-674 (-3%)
Value$8.9M (-$212.5K)
Filed 2026-11-04
Dana Investment Advisors, Inc.
DECREASED
Shares20,421 from 20,525
Change-104 (-1%)
Value$8.8M (+$29.0K)
Filed 2026-11-06
Sagespring Wealth Partners, LLC
INCREASED
Shares20,414 from 19,479
Change+935 (+5%)
Value$8.8M (+$471.8K)
Filed 2026-10-22
Joseph Group Capital Management
INCREASED
Shares20,026 from 19,410
Change+616 (+3%)
Value$8.6M (+$334.4K)
Filed 2026-11-04
KCM Investment Advisors LLC
INCREASED
Shares19,827 from 17,292
Change+2,535 (+15%)
Value$8.5M (+$1.2M)
Filed 2026-10-27
Eastover Investment Advisors LLC
INCREASED
Shares19,749 from 19,696
Change+53 (+0%)
Value$8.5M (+$93.5K)
Filed 2026-10-05
Codex Capital Asset Management L.L.C.
DECREASED
Shares19,700 from 19,900
Change-200 (-1%)
Value$8.5M (-$14.5K)
Filed 2026-10-30
SFE Investment Counsel
INCREASED
Shares19,679 from 19,589
Change+90 (+0%)
Value$8.5M (+$109.0K)
Filed 2026-10-29
B. Riley Wealth Advisors, Inc.
DECREASED
Shares19,560 from 22,373
Change-2,813 (-13%)
Value$8.4M (-$729.0K)
Filed 2026-10-13
Ayrshire Capital Management LLC
DECREASED
Shares19,469 from 20,567
Change-1,098 (-5%)
Value$8.4M (-$397.7K)
Filed 2026-10-20
Larson Financial Group LLC
INCREASED
Shares19,406 from 18,298
Change+1,108 (+6%)
Value$8.3M (+$541.5K)
Filed 2026-11-05
GC Wealth Management RIA, LLC
INCREASED
Shares19,358 from 18,256
Change+1,102 (+6%)
Value$8.3M (+$539.1K)
Filed 2026-11-02
New Mexico Educational Retirement Board
UNCHANGED
Shares19,260 from 19,260
Change0 (0%)
Value$8.3K (+$69)
Filed 2026-11-05
Louisiana State Employees Retirement System
DECREASED
Shares19,100 from 19,800
Change-700 (-4%)
Value$8.2M (-$229.7K)
Filed 2026-10-20
Iowa State Bank
DECREASED
Shares18,920 from 19,382
Change-462 (-2%)
Value$8.1M (-$128.9K)
Filed 2026-10-06
Woodley Farra Manion Portfolio Management Inc
INCREASED
Shares18,776 from 15,952
Change+2,824 (+18%)
Value$8.1M (+$1.3M)
Filed 2026-11-05
Beacon Financial Group
DECREASED
Shares18,735 from 19,177
Change-442 (-2%)
Value$8.1M (-$121.1K)
Filed 2026-10-19
LBP AM SA
DECREASED
Shares18,495 from 104,882
Change-86,387 (-82%)
Value$7.9M (-$36.7M)
Filed 2026-11-06
Schwartz Investment Counsel Inc
DECREASED
Shares18,206 from 18,256
Change-50 (0%)
Value$7.8M (+$44.1K)
Filed 2026-10-26
Gamma Investing LLC
INCREASED
Shares18,079 from 16,695
Change+1,384 (+8%)
Value$7.8M (+$654.5K)
Filed 2026-10-08
Apollon Wealth Management, LLC
DECREASED
Shares17,962 from 18,967
Change-1,005 (-5%)
Value$7.7M (-$363.7K)
Filed 2026-10-23
Mystic Asset Management, Inc.
DECREASED
Shares17,938 from 18,105
Change-167 (-1%)
Value$7.7M (-$6.8K)
Filed 2026-10-15
Greenleaf Trust
DECREASED
Shares17,893 from 18,928
Change-1,035 (-5%)
Value$7.7M (-$376.8K)
Filed 2026-10-29
Trust Co of Toledo NA
INCREASED
Shares17,838 from 17,718
Change+120 (+1%)
Value$7.7M (+$115.2K)
Filed 2026-10-16
Raub Brock Capital Management LP
DECREASED
Shares17,721 from 30,789
Change-13,068 (-42%)
Value$7.6M (-$5.5M)
Filed 2026-10-21
Victory Financial Group, LLC
INCREASED
Shares17,694 from 1,392
Change+16,302 (+1171%)
Value$7.6M (+$7.0M)
Filed 2026-10-27
Romano Brothers and Company
DECREASED
Shares17,582 from 17,930
Change-348 (-2%)
Value$7.6M (-$85.2K)
Filed 2026-10-22
GAM Holding AG
DECREASED
Shares17,441 from 19,718
Change-2,277 (-12%)
Value$7.5M (-$907.7K)
Filed 2026-11-03
Everest Financial Group LLC
DECREASED
Shares17,087 from 17,182
Change-95 (-1%)
Value$7.3M (+$20.9K)
Filed 2026-11-06
Midwest Professional Planners, Ltd.
DECREASED
Shares16,923 from 17,273
Change-350 (-2%)
Value$7.3M (-$88.8K)
Filed 2026-10-29
Ledyard National Bank
DECREASED
Shares16,878 from 17,768
Change-890 (-5%)
Value$7.3M (-$318.7K)
Filed 2026-10-21
Summerhill Capital Management lnc.
DECREASED
Shares16,785 from 16,964
Change-179 (-1%)
Value$7.2M (-$16.0K)
Filed 2026-11-02
Eagle Rock Investment Company, LLC
DECREASED
Shares16,636 from 17,091
Change-455 (-3%)
Value$7.1M (-$134.2K)
Filed 2026-10-21
Capital Asset Advisory Services LLC
INCREASED
Shares16,627 from 7,164
Change+9,463 (+132%)
Value$6.2M (+$3.1M)
Filed 2026-10-30
BNC Wealth Management, LLC
INCREASED
Shares16,579 from 14,888
Change+1,691 (+11%)
Value$7.1M (+$780.1K)
Filed 2026-10-19
Greenwood Capital Associates LLC
DECREASED
Shares16,572 from 16,790
Change-218 (-1%)
Value$7.1M (-$33.4K)
Filed 2026-10-27
RED Cedar Investment Management, LLC
UNCHANGED
Shares16,567 from 16,567
Change0 (0%)
Value$7.1M (+$59.5K)
Filed 2026-11-04
Crestwood Advisors Group, LLC
INCREASED
Shares16,561 from 16,074
Change+487 (+3%)
Value$7.1M (+$266.9K)
Filed 2026-10-27
NLB Skladi, upravljanje premozenja, d.o.o.
DECREASED
Shares16,492 from 16,683
Change-191 (-1%)
Value$7.1M (-$22.2K)
Filed 2026-10-22
Smith Salley Wealth Management
DECREASED
Shares16,424 from 17,907
Change-1,483 (-8%)
Value$7.1M (-$572.9K)
Filed 2026-11-03
Scissortail Wealth Management, LLC
INCREASED
Shares16,328 from 16,085
Change+243 (+2%)
Value$7.0M (+$162.4K)
Filed 2026-11-03
Exchange Traded Concepts, LLC
INCREASED
Shares16,294 from 10,303
Change+5,991 (+58%)
Value$7.0M (+$2.6M)
Filed 2026-10-28
IFP Advisors, Inc
INCREASED
Shares16,026 from 10,814
Change+5,212 (+48%)
Value$6.9M (+$2.3M)
Filed 2026-10-16
Central Trust Co
INCREASED
Shares15,904 from 15,890
Change+14 (+0%)
Value$6.8M (+$62.9K)
Filed 2026-11-05
AlphaCore Capital LLC
DECREASED
Shares15,816 from 16,510
Change-694 (-4%)
Value$6.8M (-$238.9K)
Filed 2026-11-04
Knights of Columbus Asset Advisors LLC
NEW
Shares15,789
Change+15,789
Value$6.8M
Filed 2026-11-05
Fideuram Asset Management (Ireland) dac
DECREASED
Shares15,756 from 50,561
Change-34,805 (-69%)
Value$6.7M (-$13.9M)
Filed 2026-10-29
Ascent Wealth Partners, LLC
DECREASED
Shares15,699 from 15,907
Change-208 (-1%)
Value$6.7M (-$32.3K)
Filed 2026-10-23
Globalt Investments LLC / GA
DECREASED
Shares15,547 from 16,075
Change-528 (-3%)
Value$6.7M (-$169.1K)
Filed 2026-10-27
Red Spruce Capital, LLC
DECREASED
Shares15,528 from 15,567
Change-39 (0%)
Value$6.7M (+$39.1K)
Filed 2026-10-07
Tokio Marine Asset Management Co LTD
INCREASED
Shares15,509 from 14,481
Change+1,028 (+7%)
Value$6.7M (+$493.7K)
Filed 2026-10-26
BAR Harbor Wealth Management
DECREASED
Shares15,368 from 15,385
Change-17 (0%)
Value$6.6M (+$47.9K)
Filed 2026-10-21
Levin Capital Strategies, L.P.
DECREASED
Shares15,239 from 15,240
Change-1 (0%)
Value$6.5M (+$54.8K)
Filed 2026-11-02
Azzad Asset Management Inc
DECREASED
Shares15,198 from 16,818
Change-1,620 (-10%)
Value$6.5M (-$635.8K)
Filed 2026-11-04
Rossmore Private Capital
INCREASED
Shares15,012 from 14,847
Change+165 (+1%)
Value$6.5M (+$124.2K)
Filed 2026-10-27
Robeco Institutional Asset Management B.V.
DECREASED
Shares14,920 from 18,529
Change-3,609 (-19%)
Value$6.4M (-$1.5M)
Filed 2026-10-20
Wedbush Securities Inc
INCREASED
Shares14,847 from 13,908
Change+939 (+7%)
Value$6.4K (+$453)
Filed 2026-10-22
Strategic Advisors LLC
DECREASED
Shares14,753 from 15,269
Change-516 (-3%)
Value$6.3M (-$166.9K)
Filed 2026-10-13
Marks Group Wealth Management, Inc
DECREASED
Shares14,694 from 16,016
Change-1,322 (-8%)
Value$6.3M (-$510.6K)
Filed 2026-11-05
Bouvel Investment Partners, LLC
DECREASED
Shares14,654 from 14,886
Change-232 (-2%)
Value$6.3M (-$46.3K)
Filed 2026-10-13
Comprehensive Financial Consultants Institutional, Inc.
DECREASED
Shares14,653 from 15,408
Change-755 (-5%)
Value$6.3M (-$269.1K)
Filed 2026-10-15
St. Clair Advisors, LLC
UNCHANGED
Shares14,519 from 14,519
Change0 (0%)
Value$6.2M (+$52.1K)
Filed 2026-10-13
VestGen Advisors, LLC
INCREASED
Shares14,452 from 14,204
Change+248 (+2%)
Value$6.2M (+$157.4K)
Filed 2026-10-27
Lynch Asset Management, Inc.
INCREASED
Shares14,450 from 14,120
Change+330 (+2%)
Value$6.2M (+$192.5K)
Filed 2026-10-28
Alps Advisors Inc
DECREASED
Shares14,330 from 17,510
Change-3,180 (-18%)
Value$6.2M (-$1.3M)
Filed 2026-11-03
Doliver Advisors, LP
DECREASED
Shares14,287 from 14,402
Change-115 (-1%)
Value$6.1M (+$2.3K)
Filed 2026-10-01
Chesley Taft & Associates LLC
INCREASED
Shares14,063 from 13,471
Change+592 (+4%)
Value$6.0M (+$302.7K)
Filed 2026-10-13
James Investment Research, Inc.
DECREASED
Shares14,025 from 17,478
Change-3,453 (-20%)
Value$6.0M (-$1.4M)
Filed 2026-10-22
Patten Group, Inc.
DECREASED
Shares14,023 from 14,304
Change-281 (-2%)
Value$6.0M (-$69.4K)
Filed 2026-10-26
Diversify Advisory Services, LLC
INCREASED
Shares13,616 from 13,601
Change+15 (+0%)
Value$5.5M (+$58.3K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares13,616 from 13,601
Change+15 (+0%)
Value$5.5M (+$58.3K)
Filed 2026-10-20
CoreCap Advisors, LLC
DECREASED
Shares13,577 from 13,994
Change-417 (-3%)
Value$5.8M (-$128.9K)
Filed 2026-10-08
Cypress Capital Group
INCREASED
Shares13,478 from 11,757
Change+1,721 (+15%)
Value$5.8M (+$781.7K)
Filed 2026-11-03
Masterinvest Kapitalanlage GmbH
INCREASED
Shares13,453 from 12,301
Change+1,152 (+9%)
Value$5.8M (+$539.2K)
Filed 2026-11-03
Signaturefd, LLC
INCREASED
Shares13,421 from 12,981
Change+440 (+3%)
Value$5.8M (+$235.4K)
Filed 2026-10-23
Leelyn Smith, LLC
INCREASED
Shares13,376 from 12,120
Change+1,256 (+10%)
Value$5.7M (+$582.9K)
Filed 2026-11-03
Turtle Creek Wealth Advisors, LLC
INCREASED
Shares13,359 from 13,030
Change+329 (+3%)
Value$5.7M (+$190.2K)
Filed 2026-10-15
New Hampshire Trust
DECREASED
Shares13,300 from 13,426
Change-126 (-1%)
Value$5.7M (-$5.9K)
Filed 2026-10-20
Annex Advisory Services, LLC
DECREASED
Shares13,163 from 25,593
Change-12,430 (-49%)
Value$5.7M (-$5.2M)
Filed 2026-10-16
Simon Quick Advisors, LLC
DECREASED
Shares12,961 from 14,685
Change-1,724 (-12%)
Value$5.6M (-$688.1K)
Filed 2026-10-26
Tandem Capital Management Corp
DECREASED
Shares12,875 from 13,095
Change-220 (-2%)
Value$5.5M (-$47.5K)
Filed 2026-10-22
Venture Visionary Partners LLC
DECREASED
Shares12,757 from 13,331
Change-574 (-4%)
Value$5.5M (-$198.8K)
Filed 2026-10-07
Howland Capital Management LLC
DECREASED
Shares12,729 from 12,730
Change-1 (0%)
Value$5.5M (+$45.3K)
Filed 2026-10-22
Plato Investment Management Ltd
DECREASED
Shares12,719 from 12,773
Change-54 (0%)
Value$5.5M (+$75.7K)
Filed 2026-11-05
NBT Bank, N.A.
DECREASED
Shares12,655 from 12,810
Change-155 (-1%)
Value$5.4M (-$20.6K)
Filed 2026-10-21
Vest Financial, LLC
DECREASED
Shares12,639 from 12,783
Change-144 (-1%)
Value$5.4M (-$16.0K)
Filed 2026-10-21
First Merchants Corp
DECREASED
Shares12,512 from 12,718
Change-206 (-2%)
Value$5.4M (-$42.9K)
Filed 2026-10-15
Sigma Planning Corp
DECREASED
Shares12,396 from 12,817
Change-421 (-3%)
Value$5.3M (-$136.1K)
Filed 2026-10-23
HCR Wealth Advisors
DECREASED
Shares12,369 from 12,405
Change-36 (0%)
Value$5.3M (+$29.1K)
Filed 2026-10-15
J.W. Cole Advisors, Inc.
INCREASED
Shares12,314 from 11,976
Change+338 (+3%)
Value$5.3M (+$188.2K)
Filed 2026-11-05
Alpha Omega Wealth Management LLC
DECREASED
Shares12,148 from 12,223
Change-75 (-1%)
Value$5.2M (+$11.7K)
Filed 2026-10-23
Confluence Wealth Services, Inc.
DECREASED
Shares12,115 from 19,869
Change-7,754 (-39%)
Value$5.2M (-$3.3M)
Filed 2026-11-05
Bright Financial Advisors, Inc.
UNCHANGED
Shares12,055 from 12,055
Change0 (0%)
Value$5.2M (+$43.3K)
Filed 2026-10-23
Plimoth Trust Co LLC
INCREASED
Shares12,049 from 11,972
Change+77 (+1%)
Value$5.2M (+$76.1K)
Filed 2026-10-26
Wealth Intelligence, LLC
INCREASED
Shares12,047 from 11,763
Change+284 (+2%)
Value$5.2M (+$164.3K)
Filed 2026-10-16
Prevail Innovative Wealth Advisors, LLC
INCREASED
Shares12,027 from 11,047
Change+980 (+9%)
Value$5.2M (+$480.3K)
Filed 2026-10-20
North Dakota State Investment Board
INCREASED
Shares11,902 from 11,653
Change+249 (+2%)
Value$5.1M (+$148.8K)
Filed 2026-10-27
Vista Investment Partners LLC
NEW
Shares11,884
Change+11,884
Value$5.1M
Filed 2026-10-08
Baker Ellis Asset Management LLC
INCREASED
Shares11,854 from 11,709
Change+145 (+1%)
Value$5.1M (+$104.3K)
Filed 2026-10-14
Mill Capital Management, LLC
UNCHANGED
Shares11,850 from 11,850
Change0 (0%)
Value$5.1M (+$42.5K)
Filed 2026-10-26
Stenger Family Office, LLC
NEW
Shares11,752
Change+11,752
Value$5.0M
Filed 2026-10-22
Integrated Advisors Network LLC
DECREASED
Shares11,718 from 11,921
Change-203 (-2%)
Value$5.0M (-$44.6K)
Filed 2026-10-20
Y.D. More Investments Ltd
INCREASED
Shares11,641 from 11,137
Change+504 (+5%)
Value$5.0M (+$256.6K)
Filed 2026-11-02
Phoenix Wealth Advisors
DECREASED
Shares11,573 from 11,709
Change-136 (-1%)
Value$5.0M (-$16.4K)
Filed 2026-11-03
Wedmont Private Capital
INCREASED
Shares11,413 from 6,729
Change+4,684 (+70%)
Value$4.8M (+$2.1M)
Filed 2026-10-09
Parallel Advisors, LLC
INCREASED
Shares11,347 from 11,021
Change+326 (+3%)
Value$4.9M (+$179.3K)
Filed 2026-11-03
Crossmark Global Holdings, Inc.
INCREASED
Shares11,325 from 10,543
Change+782 (+7%)
Value$4.9M (+$373.9K)
Filed 2026-10-21
Busey Bank
DECREASED
Shares11,277 from 11,503
Change-226 (-2%)
Value$4.8M (-$55.8K)
Filed 2026-10-26
Quadrant Capital Group LLC
DECREASED
Shares11,260 from 11,269
Change-9 (0%)
Value$4.8M (+$20.6K)
Filed 2026-10-20
Evergreen Capital Management LLC
INCREASED
Shares11,219 from 10,713
Change+506 (+5%)
Value$4.8M (+$255.9K)
Filed 2026-10-23
Carderock Capital Management Inc
INCREASED
Shares11,197 from 9,160
Change+2,037 (+22%)
Value$4.8M (+$908.2K)
Filed 2026-10-22
Robbins Farley
DECREASED
Shares11,185 from 11,963
Change-778 (-6%)
Value$4.8M (-$291.4K)
Filed 2026-10-21
Trail Ridge Investment Advisors, LLC
UNCHANGED
Shares11,085 from 11,085
Change0 (0%)
Value$4.8M (+$39.8K)
Filed 2026-10-16
Concord Wealth Partners
INCREASED
Shares11,009 from 10,817
Change+192 (+2%)
Value$4.7M (+$121.2K)
Filed 2026-11-02
Deane Retirement Strategies, Inc.
NEW
Shares10,967
Change+10,967
Value$4.7M
Filed 2026-10-09
Vista Investment Partners II, LLC
INCREASED
Shares10,895 from 2,850
Change+8,045 (+282%)
Value$4.7M (+$3.5M)
Filed 2026-10-15
TD Private Client Wealth LLC
INCREASED
Shares10,819 from 8,306
Change+2,513 (+30%)
Value$4.6M (+$1.1M)
Filed 2026-10-28
180 Wealth Advisors, LLC
DECREASED
Shares10,811 from 10,953
Change-142 (-1%)
Value$4.6M (-$21.8K)
Filed 2026-11-03
CMH Wealth Management LLC
DECREASED
Shares10,571 from 12,481
Change-1,910 (-15%)
Value$4.5M (-$775.9K)
Filed 2026-10-22
Caliber Wealth Management, LLC / KS
DECREASED
Shares10,525 from 10,707
Change-182 (-2%)
Value$4.5M (-$39.6K)
Filed 2026-11-04
Glass Wealth Management Co LLC
INCREASED
Shares10,468 from 7,866
Change+2,602 (+33%)
Value$4.5M (+$1.1M)
Filed 2026-10-28
Sawyer & Company, Inc
DECREASED
Shares10,413 from 10,733
Change-320 (-3%)
Value$4.5M (-$99.0K)
Filed 2026-10-21
Strong Tower Advisory Services
DECREASED
Shares10,265 from 10,319
Change-54 (-1%)
Value$4.4M (+$13.5K)
Filed 2026-10-13
Legacy Bridge, LLC
INCREASED
Shares10,248 from 10,179
Change+69 (+1%)
Value$4.4M (+$66.2K)
Filed 2026-10-28
Nations Financial Group Inc,
INCREASED
Shares10,216 from 9,797
Change+419 (+4%)
Value$4.4M (+$215.4K)
Filed 2026-11-05
Peterson Wealth Services
INCREASED
Shares10,154 from 9,775
Change+379 (+4%)
Value$4.4M (+$198.1K)
Filed 2026-10-26
Securian Asset Management, Inc
DECREASED
Shares10,134 from 10,348
Change-214 (-2%)
Value$4.4M (+$215.6K)
Filed 2026-11-06
Concord Asset Management, LLC
INCREASED
Shares10,055 from 9,665
Change+390 (+4%)
Value$4.3M (+$202.3K)
Filed 2026-11-02
Riggs Asset Managment Co. Inc.
INCREASED
Shares9,986 from 9,758
Change+228 (+2%)
Value$4.3M (+$133.0K)
Filed 2026-11-05
Independent Solutions Wealth Management, LLC
INCREASED
Shares9,975 from 9,924
Change+51 (+1%)
Value$4.3M (+$57.6K)
Filed 2026-10-28
Mather Group, Llc.
DECREASED
Shares9,895 from 10,169
Change-274 (-3%)
Value$4.3M (-$80.9K)
Filed 2026-10-14
Hohimer Wealth Management, LLC
INCREASED
Shares9,881 from 9,859
Change+22 (+0%)
Value$4.2M (+$45.0K)
Filed 2026-11-04
Cypress Asset Management Inc
INCREASED
Shares9,850 from 9,687
Change+163 (+2%)
Value$4.2M (+$104.8K)
Filed 2026-10-09
Old Second National Bank of Aurora
DECREASED
Shares9,839 from 10,108
Change-269 (-3%)
Value$4.2M (-$79.3K)
Filed 2026-10-22
Sigma Investment Counselors Inc
INCREASED
Shares9,798 from 9,097
Change+701 (+8%)
Value$4.2M (+$333.6K)
Filed 2026-10-27
Point Windward Advisors Inc.
DECREASED
Shares9,785 from 9,921
Change-136 (-1%)
Value$4.2M (-$22.8K)
Filed 2026-11-06
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares9,780 from 7,425
Change+2,355 (+32%)
Value$4.2M (+$1.0M)
Filed 2026-10-13
Valeo Financial Advisors, LLC
DECREASED
Shares9,773 from 9,793
Change-20 (0%)
Value$4.2M (+$29.7K)
Filed 2026-10-08
Dynamic Advisor Solutions LLC
DECREASED
Shares9,772 from 10,138
Change-366 (-4%)
Value$4.2M (-$120.9K)
Filed 2026-10-13
Obermeyer Wealth Partners
INCREASED
Shares9,728 from 9,538
Change+190 (+2%)
Value$4.2M (+$115.9K)
Filed 2026-10-21
Fulton Bank, N.A.
INCREASED
Shares9,705 from 9,691
Change+14 (+0%)
Value$4.2M (+$40.8K)
Filed 2026-10-14
Private Wealth Partners, LLC
INCREASED
Shares9,665 from 9,630
Change+35 (+0%)
Value$4.2M (+$49.6K)
Filed 2026-10-22
Searle & Co.
DECREASED
Shares9,645 from 11,675
Change-2,030 (-17%)
Value$4.1M (-$830.4K)
Filed 2026-11-04
Pekin Hardy Strauss, Inc.
DECREASED
Shares9,639 from 9,739
Change-100 (-1%)
Value$4.1M (-$8.0K)
Filed 2026-11-02
Wealthcare Advisory Partners LLC
INCREASED
Shares9,551 from 9,012
Change+539 (+6%)
Value$4.1M (+$264.3K)
Filed 2026-10-21
Soltis Investment Advisors LLC
INCREASED
Shares9,538 from 9,340
Change+198 (+2%)
Value$4.1M (+$118.9K)
Filed 2026-10-28
Bill Few Associates, Inc.
DECREASED
Shares9,438 from 9,623
Change-185 (-2%)
Value$4.1M (-$44.8K)
Filed 2026-10-09
CrossGen Wealth, LLC
INCREASED
Shares9,431 from 9,372
Change+59 (+1%)
Value$4.1M (+$59.1K)
Filed 2026-10-30
Ritholtz Wealth Management
INCREASED
Shares9,429 from 8,836
Change+593 (+7%)
Value$4.1M (+$286.3K)
Filed 2026-11-05
RFG - Bristol Wealth Advisors, LLC
DECREASED
Shares9,281 from 9,472
Change-191 (-2%)
Value$4.0M (-$48.1K)
Filed 2026-10-09
Dagco, Inc.
INCREASED
Shares9,175 from 9,140
Change+35 (+0%)
Value$3.9M (+$47.9K)
Filed 2026-10-20
Castle Rock Wealth Management, LLC
DECREASED
Shares9,145 from 10,931
Change-1,786 (-16%)
Value$4.1M (-$436.6K)
Filed 2026-10-09
Patten & Patten Inc
DECREASED
Shares9,122 from 9,161
Change-39 (0%)
Value$3.9M (+$16.1K)
Filed 2026-10-26
Aaron Wealth Advisors LLC
INCREASED
Shares9,109 from 8,802
Change+307 (+3%)
Value$3.9M (+$163.5K)
Filed 2026-10-13
Frank, Rimerman Advisors LLC
INCREASED
Shares9,066 from 8,194
Change+872 (+11%)
Value$3.9M (+$404.1K)
Filed 2026-10-16
Northcape Wealth Management, LLC
INCREASED
Shares9,034 from 9,005
Change+29 (+0%)
Value$3.9M (+$44.8K)
Filed 2026-11-04
Towne Trust Company, N.a
DECREASED
Shares9,033 from 9,095
Change-62 (-1%)
Value$3.9M (+$6.0K)
Filed 2026-10-28
Mitsubishi UFJ Asset Management (UK) Ltd.
UNCHANGED
Shares9,000 from 9,000
Change0 (0%)
Value$3.9K (+$32)
Filed 2026-10-22
Retirement Planning Co of New England, Inc.
DECREASED
Shares8,981 from 9,136
Change-155 (-2%)
Value$3.9M (-$33.8K)
Filed 2026-10-15
Lipe & Dalton
UNCHANGED
Shares8,840 from 8,840
Change0 (0%)
Value$3.8K (+$32)
Filed 2026-10-15
Jacobi Capital Management LLC
INCREASED
Shares8,833 from 8,571
Change+262 (+3%)
Value$3.8M (+$143.6K)
Filed 2026-11-05
Perigon Wealth Management, LLC
DECREASED
Shares8,818 from 12,128
Change-3,310 (-27%)
Value$3.8M (-$1.4M)
Filed 2026-10-22
Shuttleworth & Co
DECREASED
Shares8,772 from 8,870
Change-98 (-1%)
Value$3.8M (-$10.3K)
Filed 2026-10-30
Signature Estate & Investment Advisors LLC
INCREASED
Shares8,759 from 8,414
Change+345 (+4%)
Value$3.8M (+$180.2K)
Filed 2026-10-13
TMB Capital Partners, LLC
DECREASED
Shares8,758 from 9,001
Change-243 (-3%)
Value$3.8M (-$72.2K)
Filed 2026-10-20
Capital City Trust Co
DECREASED
Shares8,658 from 8,988
Change-330 (-4%)
Value$3.7M (-$109.5K)
Filed 2026-10-22
Washington Trust Advisors, Inc.
DECREASED
Shares8,643 from 9,052
Change-409 (-5%)
Value$3.7M (-$143.3K)
Filed 2026-10-22
Shaker Investments LLC
UNCHANGED
Shares8,584 from 8,584
Change0 (0%)
Value$3.7M (+$30.8K)
Filed 2026-11-05
Spire Wealth Management
INCREASED
Shares8,565 from 7,322
Change+1,243 (+17%)
Value$3.7M (+$560.5K)
Filed 2026-10-30
Elevation Point Wealth Partners, LLC
DECREASED
Shares8,547 from 21,338
Change-12,791 (-60%)
Value$3.7M (-$5.4M)
Filed 2026-11-05
Mission Wealth Management, LP
DECREASED
Shares8,533 from 11,059
Change-2,526 (-23%)
Value$3.7M (-$1.0M)
Filed 2026-10-15
Arthur M. Cohen & Associates, LLC
INCREASED
Shares8,492 from 7,607
Change+885 (+12%)
Value$3.6M (+$407.6K)
Filed 2026-10-26
PFG Advisors
DECREASED
Shares8,464 from 8,542
Change-78 (-1%)
Value$3.6M (-$2.9K)
Filed 2026-10-16
Tower View Wealth Management LLC
INCREASED
Shares8,445 from 8,213
Change+232 (+3%)
Value$3.6M (+$129.2K)
Filed 2026-10-23
V-Square Quantitative Management LLC
INCREASED
Shares8,320 from 8,023
Change+297 (+4%)
Value$3.6M (+$156.4K)
Filed 2026-10-15
Private Trust Co NA
DECREASED
Shares8,176 from 8,298
Change-122 (-1%)
Value$3.5M (-$22.6K)
Filed 2026-10-20
ASK Capital Investment Managers, LLC
NEW
Shares8,167
Change+8,167
Value$3.5M
Filed 2026-10-14
SWS Partners
DECREASED
Shares8,137 from 8,148
Change-11 (0%)
Value$3.5M (+$24.2K)
Filed 2026-10-26
Brady Family Wealth, LLC
INCREASED
Shares8,122 from 6,774
Change+1,348 (+20%)
Value$3.5M (+$603.6K)
Filed 2026-11-02
Mccarter Private Wealth Services LLC
INCREASED
Shares8,106 from 7,109
Change+997 (+14%)
Value$3.5M (+$453.9K)
Filed 2026-10-22
Northwest Wealth Management, LLC
DECREASED
Shares8,093 from 8,101
Change-8 (0%)
Value$3.5M (+$25.6K)
Filed 2026-10-30
Clifford Swan Investment Counsel LLC
DECREASED
Shares8,084 from 8,109
Change-25 (0%)
Value$3.5M (+$18.4K)
Filed 2026-11-05
Brighton Jones LLC
DECREASED
Shares8,046 from 9,010
Change-964 (-11%)
Value$3.5M (-$382.2K)
Filed 2026-11-03
Compound Planning, Inc.
INCREASED
Shares8,037 from 7,463
Change+574 (+8%)
Value$3.5M (+$273.5K)
Filed 2026-11-05
Bank of New Hampshire
DECREASED
Shares8,005 from 8,231
Change-226 (-3%)
Value$3.4M (-$67.6K)
Filed 2026-10-06
Eulav Asset Management
NEW
Shares8,000
Change+8,000
Value$3.4M
Filed 2026-10-23
Capricorn Fund Managers Ltd
INCREASED
Shares8,000 from 7,926
Change+74 (+1%)
Value$3.4M (+$60.3K)
Filed 2026-11-03
Sky Investment Group LLC
INCREASED
Shares7,984 from 7,949
Change+35 (+0%)
Value$3.4M (+$43.6K)
Filed 2026-10-30
Avidian Wealth Enterprises, LLC
INCREASED
Shares7,979 from 7,790
Change+189 (+2%)
Value$3.4M (+$109.2K)
Filed 2026-10-08
Greater Midwest Financial Group, LLC
DECREASED
Shares7,941 from 7,946
Change-5 (0%)
Value$3.4M (+$26.4K)
Filed 2026-10-13
Bdf-Gestion
DECREASED
Shares7,939 from 8,946
Change-1,007 (-11%)
Value$3.4M (+$1.8M)
Filed 2026-10-19
Acumen Wealth Advisors, LLC
INCREASED
Shares7,890 from 7,696
Change+194 (+3%)
Value$3.4M (+$111.0K)
Filed 2026-11-05
Miller Financial Services LLC
UNCHANGED
Shares7,873 from 7,873
Change0 (0%)
Value$3.4M (+$28.3K)
Filed 2026-10-20
Myriad Asset Management Advisors LLC
DECREASED
Shares7,773 from 9,716
Change-1,943 (-20%)
Value$3.3M (-$800.0K)
Filed 2026-11-03
Beutel, Goodman & Co Ltd.
DECREASED
Shares7,773 from 8,053
Change-280 (-3%)
Value$3.3K (-$91)
Filed 2026-11-04
Burney Co/
DECREASED
Shares7,764 from 8,125
Change-361 (-4%)
Value$3.3M (-$126.0K)
Filed 2026-10-15
Buckhead Capital Management LLC
INCREASED
Shares7,686 from 7,508
Change+178 (+2%)
Value$3.3M (+$103.4K)
Filed 2026-11-03
Strengthening Families & Communities, LLC
INCREASED
Shares7,641 from 50
Change+7,591 (+15182%)
Value$3.3M (+$3.3M)
Filed 2026-10-21
Hudson Canyon Capital Management
DECREASED
Shares7,641 from 8,102
Change-461 (-6%)
Value$3.3M (-$169.0K)
Filed 2026-11-04
North Star Investment Management Corp.
INCREASED
Shares7,639 from 7,603
Change+36 (+0%)
Value$3.3M (+$42.9K)
Filed 2026-10-27
Darden Wealth Group Inc
DECREASED
Shares7,616 from 7,682
Change-66 (-1%)
Value$3.3M (-$354)
Filed 2026-11-06
Heritage Wealth Management, Inc.
DECREASED
Shares7,606 from 7,666
Change-60 (-1%)
Value$3.3M (+$1.7K)
Filed 2026-10-28
Atlantic Edge Private Wealth Management, LLC
DECREASED
Shares7,546 from 7,561
Change-15 (0%)
Value$3.2M (+$20.7K)
Filed 2026-10-20
Herold Advisors, Inc.
DECREASED
Shares7,540 from 7,649
Change-109 (-1%)
Value$3.2M (-$18.0K)
Filed 2026-10-19
Patton Fund Management, Inc.
INCREASED
Shares7,450 from 5,588
Change+1,862 (+33%)
Value$3.2M (+$820.2K)
Filed 2026-10-13
Independent Financial Group, LLC
INCREASED
Shares7,444 from 7,019
Change+425 (+6%)
Value$3.2M (+$207.8K)
Filed 2026-10-13
Integrity Alliance, Llc.
INCREASED
Shares7,417 from 6,175
Change+1,242 (+20%)
Value$3.2M (+$555.9K)
Filed 2026-10-29
W.G. Shaheen & Associates DBA Whitney & Co
UNCHANGED
Shares7,408 from 7,408
Change0 (0%)
Value$3.2M (+$26.6K)
Filed 2026-11-03
Capital Investment Advisors, LLC
DECREASED
Shares7,403 from 7,433
Change-30 (0%)
Value$3.2M (+$13.8K)
Filed 2026-10-22
Intesa Sanpaolo Wealth Management
INCREASED
Shares7,401 from 7,396
Change+5 (+0%)
Value$3.2M (+$28.7K)
Filed 2026-10-28
Aull & Monroe Investment Management Corp
DECREASED
Shares7,366 from 7,414
Change-48 (-1%)
Value$3.2M (+$6.0K)
Filed 2026-10-16
Ascent Group, LLC
INCREASED
Shares7,362 from 7,258
Change+104 (+1%)
Value$3.2M (+$70.4K)
Filed 2026-10-30
Coastline Trust Co
DECREASED
Shares7,299 from 7,387
Change-88 (-1%)
Value$3.1M (-$11.3K)
Filed 2026-10-01
Wilmington Savings Fund Society, FSB
INCREASED
Shares7,298 from 6,906
Change+392 (+6%)
Value$3.1M (+$193.2K)
Filed 2026-10-23
Tilia Fiduciary Partners, Inc.
INCREASED
Shares7,269 from 7,078
Change+191 (+3%)
Value$3.1M (+$107.3K)
Filed 2026-10-09
Sterling Investment Advisors, Ltd.
DECREASED
Shares7,199 from 7,319
Change-120 (-2%)
Value$3.1M (-$25.3K)
Filed 2026-10-27
Samalin Investment Counsel, LLC
INCREASED
Shares7,183 from 7,182
Change+1 (+0%)
Value$3.1M (+$26.2K)
Filed 2026-10-23
Cypress Capital, LLC
INCREASED
Shares7,132 from 7,036
Change+96 (+1%)
Value$3.1M (+$66.5K)
Filed 2026-10-20
Foster Group, Inc.
INCREASED
Shares7,086 from 7,011
Change+75 (+1%)
Value$3.0M (+$57.4K)
Filed 2026-10-13
Mattern Capital Management, LLC
NEW
Shares7,053
Change+7,053
Value$3.0M
Filed 2026-11-02
CWA Asset Management Group, LLC
INCREASED
Shares7,050 from 6,776
Change+274 (+4%)
Value$3.0M (+$142.2K)
Filed 2026-10-19
Vivid Wealth Management, LLC
DECREASED
Shares7,042 from 7,186
Change-144 (-2%)
Value$3.0M (-$36.1K)
Filed 2026-10-27
Blue Trust, Inc.
DECREASED
Shares6,980 from 7,377
Change-397 (-5%)
Value$3.0M (-$144.2K)
Filed 2026-10-15
Robertson Stephens Wealth Management, LLC
INCREASED
Shares6,969 from 6,607
Change+362 (+5%)
Value$3.0M (+$179.1K)
Filed 2026-10-16
LMG Wealth Partners, LLC
INCREASED
Shares6,961 from 6,870
Change+91 (+1%)
Value$3.0M (+$63.8K)
Filed 2026-11-05
TCV Trust & Wealth Management, Inc.
INCREASED
Shares6,953 from 1,602
Change+5,351 (+334%)
Value$3.0M (+$2.3M)
Filed 2026-10-16
Harmony Asset Management LLC
INCREASED
Shares6,934 from 3,239
Change+3,695 (+114%)
Value$3.0M (+$1.6M)
Filed 2026-10-20
Maia Wealth LLC
INCREASED
Shares6,883 from 5,670
Change+1,213 (+21%)
Value$3.0M (+$541.6K)
Filed 2026-10-19
AlphaStar Capital Management, LLC
INCREASED
Shares6,882 from 6,601
Change+281 (+4%)
Value$3.0M (+$144.3K)
Filed 2026-10-16
Premier Path Wealth Partners, LLC
DECREASED
Shares6,878 from 6,891
Change-13 (0%)
Value$3.0M (+$19.2K)
Filed 2026-10-16
M Holdings Securities, Inc.
NEW
Shares6,868
Change+6,868
Value$2.5K
Filed 2026-11-03
Montag A & Associates Inc
DECREASED
Shares6,860 from 6,970
Change-110 (-2%)
Value$2.9M (-$22.2K)
Filed 2026-10-29
Silver Lake Advisory, LLC
DECREASED
Shares6,819 from 6,838
Change-19 (0%)
Value$2.9M (+$16.4K)
Filed 2026-10-22
Independence Bank of Kentucky
INCREASED
Shares6,802 from 6,795
Change+7 (+0%)
Value$2.9M (+$27.4K)
Filed 2026-10-26
PDS Planning, Inc
INCREASED
Shares6,754 from 6,458
Change+296 (+5%)
Value$2.9M (+$150.4K)
Filed 2026-11-03
Canandaigua National Bank & Trust Co
DECREASED
Shares6,713 from 7,057
Change-344 (-5%)
Value$2.9M (-$122.5K)
Filed 2026-10-07
Krilogy Financial LLC
INCREASED
Shares6,631 from 5,548
Change+1,083 (+20%)
Value$2.8M (+$465.3K)
Filed 2026-10-13
Capital Investment Advisory Services, LLC
INCREASED
Shares6,481 from 6,436
Change+45 (+1%)
Value$2.8M (+$43.0K)
Filed 2026-10-30
Pathway Wealth Management LLC
DECREASED
Shares6,478 from 6,493
Change-15 (0%)
Value$2.8M (+$16.9K)
Filed 2026-10-19
Fulton Breakefield Broenniman LLC
INCREASED
Shares6,467 from 6,378
Change+89 (+1%)
Value$2.8M (+$61.1K)
Filed 2026-11-03
NovaPoint Capital, LLC
DECREASED
Shares6,456 from 6,600
Change-144 (-2%)
Value$2.8M (-$38.2K)
Filed 2026-10-22
Principle Wealth Partners LLC
INCREASED
Shares6,390 from 6,338
Change+52 (+1%)
Value$2.7M (+$44.9K)
Filed 2026-11-02
Cookson Peirce & Co Inc
DECREASED
Shares6,340 from 6,483
Change-143 (-2%)
Value$2.7M (-$38.2K)
Filed 2026-10-30
Harbor Capital Advisors, Inc.
INCREASED
Shares6,317 from 5,931
Change+386 (+7%)
Value$2.7K (+$187)
Filed 2026-10-22
Harbor Investment Advisory, LLC
INCREASED
Shares6,307 from 6,065
Change+242 (+4%)
Value$2.7M (+$125.8K)
Filed 2026-10-13
Cooper Financial Group
DECREASED
Shares6,281 from 6,331
Change-50 (-1%)
Value$2.7M (+$1.2K)
Filed 2026-10-07
Signet Investment Advisory Group, Inc.
DECREASED
Shares6,254 from 6,291
Change-37 (-1%)
Value$2.7M (+$6.7K)
Filed 2026-10-30
Trust Investment Advisors
INCREASED
Shares6,206 from 5,200
Change+1,006 (+19%)
Value$2.7M (+$451.0K)
Filed 2026-10-20
Altman Advisors, Inc.
DECREASED
Shares6,192 from 6,199
Change-7 (0%)
Value$2.7M (+$19.2K)
Filed 2026-11-05
Bell Asset Management Ltd
DECREASED
Shares6,189 from 11,606
Change-5,417 (-47%)
Value$2.7M (-$2.3M)
Filed 2026-10-08
Fire Capital Management LLC
NEW
Shares6,185
Change+6,185
Value$2.7M
Filed 2026-10-27
Cantor Fitzgerald Investment Advisors L.P.
INCREASED
Shares6,178 from 6,100
Change+78 (+1%)
Value$2.7M (+$55.4K)
Filed 2026-10-21
Central Pacific Bank - Trust Division
INCREASED
Shares6,147 from 6,057
Change+90 (+1%)
Value$2.6M (+$60.4K)
Filed 2026-10-06
SteelPeak Wealth, LLC
INCREASED
Shares6,115 from 4,873
Change+1,242 (+25%)
Value$2.6M (+$551.2K)
Filed 2026-10-16
Claro Advisors Inc.
DECREASED
Shares6,114 from 6,129
Change-15 (0%)
Value$2.6M (+$16.0K)
Filed 2026-11-02
Commons Capital, LLC
DECREASED
Shares6,051 from 6,088
Change-37 (-1%)
Value$2.6M (+$6.0K)
Filed 2026-11-05
Guinness Atkinson Asset Management Inc
DECREASED
Shares6,006 from 6,140
Change-134 (-2%)
Value$2.6M (-$35.5K)
Filed 2026-11-05
Chemung Canal Trust Co
INCREASED
Shares5,971 from 5,868
Change+103 (+2%)
Value$2.6M (+$65.3K)
Filed 2026-11-04
Investment Partners, Ltd.
INCREASED
Shares5,939 from 1,584
Change+4,355 (+275%)
Value$2.6M (+$1.9M)
Filed 2026-10-29
Cassaday & Co Wealth Management LLC
INCREASED
Shares5,936 from 5,906
Change+30 (+1%)
Value$2.6M (+$34.1K)
Filed 2026-10-27
River Street Advisors LLC
INCREASED
Shares5,928 from 5,803
Change+125 (+2%)
Value$2.5M (+$74.5K)
Filed 2026-10-22
Portfolio Design Labs, LLC
INCREASED
Shares5,918 from 5,839
Change+79 (+1%)
Value$2.5M (+$54.9K)
Filed 2026-11-04
Worth Financial Advisory Group, LLC
INCREASED
Shares5,913 from 5,826
Change+87 (+1%)
Value$2.5M (+$58.3K)
Filed 2026-10-19
Parkside Financial Bank & Trust
INCREASED
Shares5,893 from 5,696
Change+197 (+3%)
Value$2.5M (+$105.1K)
Filed 2026-10-27
Angeles Wealth Management, LLC
INCREASED
Shares5,837 from 5,490
Change+347 (+6%)
Value$2.5M (+$168.8K)
Filed 2026-10-26
AdvisorNet Financial, Inc
DECREASED
Shares5,820 from 5,877
Change-57 (-1%)
Value$2.4M (-$124.8K)
Filed 2026-10-15
PW Nova Financial Services LLC
INCREASED
Shares5,800 from 5,001
Change+799 (+16%)
Value$2.5M (+$361.3K)
Filed 2026-10-15
Valley National Advisers Inc
INCREASED
Shares5,780 from 257
Change+5,523 (+2149%)
Value$2.5M (+$2.4M)
Filed 2026-10-23
Kornitzer Capital Management Inc
INCREASED
Shares5,749 from 5,422
Change+327 (+6%)
Value$2.5M (+$160.0K)
Filed 2026-11-03
Baxter Bros Inc
DECREASED
Shares5,746 from 6,066
Change-320 (-5%)
Value$2.5M (-$115.7K)
Filed 2026-11-04
Chicago Partners Investment Group LLC
INCREASED
Shares5,733 from 5,537
Change+196 (+4%)
Value$2.1M (-$199.7K)
Filed 2026-10-27
Nvwm, LLC
DECREASED
Shares5,732 from 5,748
Change-16 (0%)
Value$2.5M (+$13.8K)
Filed 2026-10-14
Nfsg Corp
INCREASED
Shares5,645 from 3,960
Change+1,685 (+43%)
Value$2.4M (+$738.3K)
Filed 2026-10-15
ZWJ Investment Counsel Inc
INCREASED
Shares5,569 from 4,041
Change+1,528 (+38%)
Value$2.4M (+$671.1K)
Filed 2026-10-15
Eagle Strategies LLC
DECREASED
Shares5,525 from 5,530
Change-5 (0%)
Value$2.4M (+$17.7K)
Filed 2026-10-16
Meridian Wealth Management, LLC
INCREASED
Shares5,493 from 5,405
Change+88 (+2%)
Value$2.4M (+$57.5K)
Filed 2026-11-05
Legacy Private Trust Co.
INCREASED
Shares5,471 from 5,130
Change+341 (+7%)
Value$2.4M (+$164.9K)
Filed 2026-10-06
Eagle Capital Management, LLC
INCREASED
Shares5,412 from 5,399
Change+13 (+0%)
Value$2.3K (+$25)
Filed 2026-10-19
BIP Wealth, LLC
INCREASED
Shares5,404 from 5,122
Change+282 (+6%)
Value$2.3M (+$139.6K)
Filed 2026-10-22
Procyon Advisors, LLC
DECREASED
Shares5,383 from 5,655
Change-272 (-5%)
Value$2.3M (-$96.5K)
Filed 2026-10-21
Quadcap Wealth Management, LLC
DECREASED
Shares5,374 from 5,687
Change-313 (-5%)
Value$2.3M (-$114.1K)
Filed 2026-11-02
Center for Financial Planning, Inc.
INCREASED
Shares5,308 from 4,041
Change+1,267 (+31%)
Value$2.3M (+$559.0K)
Filed 2026-10-26
Sterling Investment Counsel, LLC
INCREASED
Shares5,261 from 5,222
Change+39 (+1%)
Value$2.3M (+$35.8K)
Filed 2026-10-19
Parr Mcknight Wealth Management Group, LLC
DECREASED
Shares5,250 from 5,443
Change-193 (-4%)
Value$2.3M (-$63.4K)
Filed 2026-10-30
Waterway Wealth Management, LLC
INCREASED
Shares5,224 from 5,066
Change+158 (+3%)
Value$2.2M (+$86.0K)
Filed 2026-10-28
JLB & Associates Inc
DECREASED
Shares5,208 from 5,418
Change-210 (-4%)
Value$2.2M (-$89.5K)
Filed 2026-10-27
Prudent Man Advisors, LLC
DECREASED
Shares5,207 from 5,330
Change-123 (-2%)
Value$2.2M (-$33.7K)
Filed 2026-11-03
EverSource Wealth Advisors, LLC
DECREASED
Shares5,152 from 6,126
Change-974 (-16%)
Value$2.2M (-$396.5K)
Filed 2026-11-04
Canton Hathaway, LLC
UNCHANGED
Shares5,150 from 5,150
Change0 (0%)
Value$2.2M (+$18.5K)
Filed 2026-10-23
Chicago Trust Co NA
INCREASED
Shares5,115 from 2,298
Change+2,817 (+123%)
Value$2.2M (+$1.2M)
Filed 2026-10-28
Physicians Financial Services, Inc.
UNCHANGED
Shares5,106 from 5,106
Change0 (0%)
Value$2.2K (+$18)
Filed 2026-11-04
Center for Wealth Management Advisory
NEW
Shares5,099
Change+5,099
Value$2.2M
Filed 2026-10-23
InTrack Investment Management Inc
DECREASED
Shares5,081 from 5,899
Change-818 (-14%)
Value$2.2M (-$330.3K)
Filed 2026-10-15
Anchyra Partners LLC
INCREASED
Shares5,056 from 4,745
Change+311 (+7%)
Value$2.2M (+$150.7K)
Filed 2026-10-13
Onyx Bridge Wealth Group LLC
INCREASED
Shares5,027 from 5,003
Change+24 (+0%)
Value$2.2M (+$28.3K)
Filed 2026-10-16
Farmers & Merchants Trust Co of Chambersburg PA
DECREASED
Shares5,025 from 5,047
Change-22 (0%)
Value$2.2K (+$8)
Filed 2026-10-14
Schneider Downs Wealth Management Advisors, LP
INCREASED
Shares5,019 from 4,783
Change+236 (+5%)
Value$2.2M (+$118.7K)
Filed 2026-10-27
Montecito Bank & Trust
UNCHANGED
Shares5,004 from 5,004
Change0 (0%)
Value$2.2M (+$18.0K)
Filed 2026-10-01
MTM Investment Management, LLC
UNCHANGED
Shares4,973 from 4,973
Change0 (0%)
Value$2.1M (+$18.0K)
Filed 2026-10-30
HUB Investment Partners, LLC
DECREASED
Shares4,924 from 7,094
Change-2,170 (-31%)
Value$2.1M (-$907.0K)
Filed 2026-11-03
Family Legacy, Inc.
INCREASED
Shares4,902 from 4,686
Change+216 (+5%)
Value$2.1M (+$109.6K)
Filed 2026-10-13
Mengis Capital Management, Inc.
UNCHANGED
Shares4,828 from 4,828
Change0 (0%)
Value$2.1M (+$17.3K)
Filed 2026-10-13
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares4,808 from 4,512
Change+296 (+7%)
Value$2.1M (+$143.4K)
Filed 2026-10-23
Kintegral Advisory, LLC
INCREASED
Shares4,798 from 4,771
Change+27 (+1%)
Value$2.1M (+$28.7K)
Filed 2026-10-16
Asset Dedication, LLC
DECREASED
Shares4,795 from 4,825
Change-30 (-1%)
Value$2.1M (+$4.4K)
Filed 2026-11-03
Catalyst Financial Partners LLC
INCREASED
Shares4,787 from 4,679
Change+108 (+2%)
Value$2.1M (+$63.2K)
Filed 2026-11-06
Tealwood Asset Management Inc
DECREASED
Shares4,783 from 4,984
Change-201 (-4%)
Value$2.1K (-$69)
Filed 2026-10-13
First Bancorp, Inc
DECREASED
Shares4,772 from 4,821
Change-49 (-1%)
Value$2.1M (-$3.7K)
Filed 2026-10-26
Caitong International Asset Management Co., Ltd
NEW
Shares4,759
Change+4,759
Value$2.0M
Filed 2026-10-29
Xcel Wealth Management, LLC
DECREASED
Shares4,751 from 5,229
Change-478 (-9%)
Value$2.0M (-$186.6K)
Filed 2026-10-26
71 West Capital Partners
INCREASED
Shares4,742 from 4,573
Change+169 (+4%)
Value$2.0M (+$89.0K)
Filed 2026-11-04
Westover Capital Advisors, LLC
INCREASED
Shares4,736 from 3,173
Change+1,563 (+49%)
Value$2.0M (+$683.0K)
Filed 2026-10-26
Welch & Forbes LLC
DECREASED
Shares4,716 from 5,123
Change-407 (-8%)
Value$2.0M (-$156.5K)
Filed 2026-11-04
Ashton Thomas Securities, LLC
NEW
Shares4,710
Change+4,710
Value$2.0M
Filed 2026-10-26
Axxcess Wealth Management, LLC
DECREASED
Shares4,708 from 17,987
Change-13,279 (-74%)
Value$2.0M (-$5.6M)
Filed 2026-10-21
Highline Wealth Partners LLC
INCREASED
Shares4,690 from 4,668
Change+22 (+0%)
Value$2.0M (+$26.2K)
Filed 2026-10-19
Grove Bank & Trust
INCREASED
Shares4,688 from 4,671
Change+17 (+0%)
Value$2.0M (+$24.1K)
Filed 2026-10-08
First County Bank
INCREASED
Shares4,667 from 4,622
Change+45 (+1%)
Value$2.0M (+$35.9K)
Filed 2026-10-13
Ascentis Independent Advisors
INCREASED
Shares4,663 from 209
Change+4,454 (+2131%)
Value$2.0M (+$1.9M)
Filed 2026-11-03
Aljian Capital Management, LLC
DECREASED
Shares4,663 from 4,693
Change-30 (-1%)
Value$2.0M (+$4.0K)
Filed 2026-10-28
Bensler, LLC
INCREASED
Shares4,630 from 4,066
Change+564 (+14%)
Value$2.0M (+$257.1K)
Filed 2026-11-05
Cullinan Associates Inc
INCREASED
Shares4,573 from 3,943
Change+630 (+16%)
Value$2.0M (+$284.9K)
Filed 2026-11-03
RFG Advisory, LLC
INCREASED
Shares4,562 from 4,492
Change+70 (+2%)
Value$2.0M (+$46.2K)
Filed 2026-11-03
Essex Bank
DECREASED
Shares4,522 from 4,593
Change-71 (-2%)
Value$1.9M (-$14.0K)
Filed 2026-10-16
Great Lakes Retirement, Inc.
INCREASED
Shares4,521 from 4,159
Change+362 (+9%)
Value$1.9M (+$170.1K)
Filed 2026-10-26
Indiana Trust & Investment Management Co
DECREASED
Shares4,502 from 4,682
Change-180 (-4%)
Value$1.9M (-$60.5K)
Filed 2026-10-22
Sculati Wealth Management, LLC
INCREASED
Shares4,502 from 4,451
Change+51 (+1%)
Value$1.9M (+$140.6K)
Filed 2026-10-19
Saxon Interests, Inc.
DECREASED
Shares4,475 from 4,761
Change-286 (-6%)
Value$1.9M (-$106.0K)
Filed 2026-10-26
Stackstone Wealth, LLC
NEW
Shares4,451
Change+4,451
Value$1.9M
Filed 2026-10-19
Silphium Asset Management Ltd
UNCHANGED
Shares4,430 from 4,430
Change0 (0%)
Value$1.9M (+$15.9K)
Filed 2026-10-27
DB&C Advisors, LLC
DECREASED
Shares4,428 from 4,443
Change-15 (0%)
Value$1.9M (+$9.5K)
Filed 2026-10-26
Founders Financial Securities LLC
DECREASED
Shares4,423 from 5,536
Change-1,113 (-20%)
Value$1.9M (-$458.4K)
Filed 2026-10-28
Old National Bancorp
DECREASED
Shares4,423 from 4,424
Change-1 (0%)
Value$1.9M (+$15.5K)
Filed 2026-10-20
Covenant Asset Management, LLC
DECREASED
Shares4,422 from 4,581
Change-159 (-3%)
Value$1.9M (-$51.9K)
Filed 2026-10-14
Canopy Partners, LLC
INCREASED
Shares4,342 from 3,556
Change+786 (+22%)
Value$1.9M (+$350.5K)
Filed 2026-10-28
Oakworth Capital, Inc.
INCREASED
Shares4,328 from 4,299
Change+29 (+1%)
Value$1.9M (+$40.5K)
Filed 2026-10-26
Adelphi Trust Co
DECREASED
Shares4,324 from 4,498
Change-174 (-4%)
Value$1.9M (-$58.6K)
Filed 2026-10-05
FAI Advisors, Inc.
DECREASED
Shares4,316 from 4,452
Change-136 (-3%)
Value$1.9M (-$42.5K)
Filed 2026-10-27
Davis Capital Management
DECREASED
Shares4,314 from 4,322
Change-8 (0%)
Value$1.9M (+$12.1K)
Filed 2026-10-08
Nilsine Partners, LLC
DECREASED
Shares4,309 from 4,644
Change-335 (-7%)
Value$1.9M (-$127.3K)
Filed 2026-11-02
Advisory Resource Group
DECREASED
Shares4,309 from 4,479
Change-170 (-4%)
Value$1.9M (-$57.0K)
Filed 2026-10-26
Triad Wealth Partners, LLC
INCREASED
Shares4,231 from 3,809
Change+422 (+11%)
Value$1.8M (+$148.8K)
Filed 2026-10-26
Parrish Capital LLC
DECREASED
Shares4,208 from 4,358
Change-150 (-3%)
Value$1.8M (-$48.8K)
Filed 2026-10-01
Formidable Asset Management, LLC
DECREASED
Shares4,207 from 4,299
Change-92 (-2%)
Value$1.8M (+$255.1K)
Filed 2026-11-03
OFS Enterprise LLC
INCREASED
Shares4,205 from 4,201
Change+4 (+0%)
Value$1.8M (+$16.8K)
Filed 2026-10-16
Creative Financial Designs Inc
INCREASED
Shares4,194 from 3,887
Change+307 (+8%)
Value$1.8M (+$146.2K)
Filed 2026-11-04
CGN Advisors LLC
INCREASED
Shares4,177 from 2,181
Change+1,996 (+92%)
Value$1.8M (+$865.7K)
Filed 2026-10-21
Moneco Advisors, LLC
DECREASED
Shares4,160 from 4,181
Change-21 (0%)
Value$1.8M (+$5.9K)
Filed 2026-11-05
Gryphon Financial Partners LLC
INCREASED
Shares4,121 from 4,067
Change+54 (+1%)
Value$1.8M (+$37.4K)
Filed 2026-11-04
Axxion S.A.
UNCHANGED
Shares4,106 from 4,106
Change0 (0%)
Value$1.8M (+$14.7K)
Filed 2026-10-22
Blue Water Asset Management
INCREASED
Shares4,101 from 4,095
Change+6 (+0%)
Value$1.8M (+$17.3K)
Filed 2026-11-04
Excalibur Management Corp
DECREASED
Shares4,091 from 4,151
Change-60 (-1%)
Value$1.8M (-$10.9K)
Filed 2026-11-02
Colton Groome Financial Advisors, LLC
INCREASED
Shares4,086 from 4,049
Change+37 (+1%)
Value$1.8M (+$30.4K)
Filed 2026-10-06
SeaCrest Wealth Management, LLC
DECREASED
Shares4,079 from 4,105
Change-26 (-1%)
Value$1.8M (+$3.6K)
Filed 2026-10-21
Davidson Capital Management Inc.
INCREASED
Shares4,055 from 3,996
Change+59 (+1%)
Value$1.7M (+$39.7K)
Filed 2026-10-15
Fragasso Financial Advisors Inc
DECREASED
Shares4,049 from 4,654
Change-605 (-13%)
Value$1.7M (-$243.5K)
Filed 2026-10-13
Lantern Wealth Advisors, LLC
INCREASED
Shares4,043 from 3,971
Change+72 (+2%)
Value$1.7M (+$45.2K)
Filed 2026-10-22
D.B. Root & Company, LLC
DECREASED
Shares4,033 from 4,047
Change-14 (0%)
Value$1.7M (+$8.5K)
Filed 2026-11-04
Prosperity Financial Group, Inc.
DECREASED
Shares4,008 from 4,127
Change-119 (-3%)
Value$1.7M (-$36.3K)
Filed 2026-10-29
Meadow Creek Wealth Advisors LLC
DECREASED
Shares3,999 from 4,185
Change-186 (-4%)
Value$1.7M (-$64.9K)
Filed 2026-11-02
Provenance Wealth Advisors, LLC
INCREASED
Shares3,996 from 530
Change+3,466 (+654%)
Value$1.7M (+$1.5M)
Filed 2026-10-30
International Assets Investment Management, LLC
INCREASED
Shares3,993 from 3,843
Change+150 (+4%)
Value$1.7M (+$159.1K)
Filed 2026-11-02
Journey Advisory Group, LLC
DECREASED
Shares3,986 from 4,076
Change-90 (-2%)
Value$1.7M (-$24.0K)
Filed 2026-11-04
Argentarii, LLC
INCREASED
Shares3,985 from 3,981
Change+4 (+0%)
Value$1.7M (-$116.0K)
Filed 2026-10-28
Financial Partners Group, Inc
INCREASED
Shares3,963 from 551
Change+3,412 (+619%)
Value$1.7M (+$1.5M)
Filed 2026-10-19
Matisse Capital
UNCHANGED
Shares3,959 from 3,959
Change0 (0%)
Value$1.7M (+$14.2K)
Filed 2026-10-29
Tred Avon Family Wealth, LLC
DECREASED
Shares3,953 from 5,113
Change-1,160 (-23%)
Value$1.7M (-$480.1K)
Filed 2026-10-20
Nicholas Wealth, Llc.
INCREASED
Shares3,941 from 3,412
Change+529 (+16%)
Value$1.7M (+$239.6K)
Filed 2026-10-26
Indivisible Partners
INCREASED
Shares3,932 from 2,707
Change+1,225 (+45%)
Value$1.7M (+$535.8K)
Filed 2026-10-26
Fort Washington Investment Advisors Inc
DECREASED
Shares3,918 from 4,006
Change-88 (-2%)
Value$1.7M (-$23.4K)
Filed 2026-10-15
Clear Creek Financial Management, LLC
DECREASED
Shares3,899 from 4,029
Change-130 (-3%)
Value$1.7M (-$41.7K)
Filed 2026-10-28
Trust Co of Oklahoma
DECREASED
Shares3,891 from 3,950
Change-59 (-1%)
Value$1.7M (-$11.2K)
Filed 2026-10-15
Cornerstone Wealth Management, LLC
DECREASED
Shares3,880 from 3,893
Change-13 (0%)
Value$1.7M (+$8.5K)
Filed 2026-11-04
Breakwater Capital Group
DECREASED
Shares3,879 from 3,900
Change-21 (-1%)
Value$1.7M (+$5.0K)
Filed 2026-10-09
Avior Wealth Management, LLC
INCREASED
Shares3,862 from 3,726
Change+136 (+4%)
Value$1.7M (+$71.9K)
Filed 2026-10-13
Pictet Bank & Trust Ltd
DECREASED
Shares3,859 from 4,996
Change-1,137 (-23%)
Value$1.7M (-$470.6K)
Filed 2026-10-21
Emprise Bank
DECREASED
Shares3,848 from 4,011
Change-163 (-4%)
Value$1.7M (-$55.6K)
Filed 2026-10-07
DB Fitzpatrick & Co, Inc
DECREASED
Shares3,838 from 3,892
Change-54 (-1%)
Value$1.6M (-$9.2K)
Filed 2026-10-19
LifeGoal Investments, LLC
NEW
Shares3,823
Change+3,823
Value$1.6M
Filed 2026-10-09
Tranquility Partners, LLC
DECREASED
Shares3,814 from 3,981
Change-167 (-4%)
Value$1.6M (-$57.5K)
Filed 2026-10-20
J. Safra Sarasin Holding AG
UNCHANGED
Shares3,801 from 3,801
Change0 (0%)
Value$1.4M ($0)
Filed 2026-10-26
Correct Capital Wealth Management
INCREASED
Shares3,797 from 3,782
Change+15 (+0%)
Value$1.6M (+$20.2K)
Filed 2026-11-02
Greenup Street Wealth Management LLC
DECREASED
Shares3,788 from 6,696
Change-2,908 (-43%)
Value$1.6M (-$1.2M)
Filed 2026-10-28
Dutch Asset Corp
INCREASED
Shares3,776 from 3,271
Change+505 (+15%)
Value$1.6M (+$228.5K)
Filed 2026-10-20
Raiffeisen Bank International AG
INCREASED
Shares3,771 from 2,500
Change+1,271 (+51%)
Value$1.6M (+$613.2K)
Filed 2026-10-28
Aafmaa Wealth Management & Trust LLC
DECREASED
Shares3,765 from 3,895
Change-130 (-3%)
Value$1.6M (-$41.9K)
Filed 2026-10-14
Aspen Investment Management Inc
INCREASED
Shares3,694 from 3,679
Change+15 (+0%)
Value$1.6K (+$19)
Filed 2026-11-05
Oasis Advisors, LLC
INCREASED
Shares3,693 from 3,587
Change+106 (+3%)
Value$1.6M (+$58.5K)
Filed 2026-10-16
Integral Investment Advisors, Inc.
UNCHANGED
Shares3,691 from 3,691
Change0 (0%)
Value$1.6M (+$13.3K)
Filed 2026-11-03
BankChampaign, National Association
DECREASED
Shares3,658 from 3,694
Change-36 (-1%)
Value$1.6M (-$2.2K)
Filed 2026-10-19
Cigna Investments Inc
DECREASED
Shares3,651 from 3,695
Change-44 (-1%)
Value$1.6K (-$5)
Filed 2026-10-19
Bryn Mawr Trust Advisors, LLC
INCREASED
Shares3,602 from 3,601
Change+1 (+0%)
Value$1.5M (+$13.4K)
Filed 2026-11-04
Milestones Administradora de Recursos Ltda.
NEW
Shares3,600
Change+3,600
Value$1.5M
Filed 2026-10-21
Bigelow Investment Advisors, LLC
INCREASED
Shares3,587 from 3,353
Change+234 (+7%)
Value$1.5M (+$112.6K)
Filed 2026-10-13
Patrick M Sweeney & Associates, Inc
DECREASED
Shares3,581 from 3,600
Change-19 (-1%)
Value$1.5M (+$4.8K)
Filed 2026-10-22
Tower Trust & Investment Co
INCREASED
Shares3,570 from 3,548
Change+22 (+1%)
Value$1.5M (+$22.2K)
Filed 2026-10-28
Biltmore Wealth Management, LLC
DECREASED
Shares3,552 from 3,667
Change-115 (-3%)
Value$1.5M (-$36.3K)
Filed 2026-10-09
Kennedy Investment Group, Inc.
DECREASED
Shares3,545 from 4,317
Change-772 (-18%)
Value$1.5M (-$316.5K)
Filed 2026-10-21
Mainstream Capital Management LLC
INCREASED
Shares3,544 from 3,459
Change+85 (+2%)
Value$1.5M (+$48.9K)
Filed 2026-10-23
Certuity, LLC
INCREASED
Shares3,527 from 3,121
Change+406 (+13%)
Value$1.5M (+$185.7K)
Filed 2026-11-02
BG Investment Services, LLC
NEW
Shares3,505
Change+3,505
Value$1.5M
Filed 2026-10-23
Northern Financial Advisors Inc
UNCHANGED
Shares3,500 from 3,500
Change0 (0%)
Value$1.5M (+$12.6K)
Filed 2026-10-29
Traynor Capital Management, Inc.
INCREASED
Shares3,482 from 1,853
Change+1,629 (+88%)
Value$1.5M (+$706.7K)
Filed 2026-10-29
Thayer Partners, LLC / MA
INCREASED
Shares3,473 from 3,469
Change+4 (+0%)
Value$1.5M (+$14.2K)
Filed 2026-11-06
Modera Wealth Management, LLC
DECREASED
Shares3,455 from 4,099
Change-644 (-16%)
Value$1.5M (-$261.7K)
Filed 2026-10-28
Moody National Bank Trust Division
INCREASED
Shares3,454 from 3,252
Change+202 (+6%)
Value$1.5M (+$98.5K)
Filed 2026-10-06
Lee Financial Co
DECREASED
Shares3,423 from 3,430
Change-7 (0%)
Value$1.5M (+$9.3K)
Filed 2026-10-16
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares3,407 from 3,538
Change-131 (-4%)
Value$1.5M (-$43.6K)
Filed 2026-10-27
Univest Financial Corp
INCREASED
Shares3,404 from 3,265
Change+139 (+4%)
Value$1.5M (+$71.5K)
Filed 2026-11-05
KRS Capital Management, LLC
DECREASED
Shares3,393 from 3,423
Change-30 (-1%)
Value$1.5M (-$603)
Filed 2026-10-16
Central Bank & Trust Co
INCREASED
Shares3,380 from 1,675
Change+1,705 (+102%)
Value$1.5M (+$738.7K)
Filed 2026-10-09
Mesirow Financial Investment Management, Inc.
INCREASED
Shares3,373 from 2,620
Change+753 (+29%)
Value$1.4M (+$333.2K)
Filed 2026-11-05
Ifrah Financial Services, Inc.
DECREASED
Shares3,366 from 3,444
Change-78 (-2%)
Value$1.4M (-$21.1K)
Filed 2026-10-13
IVC Wealth Advisors LLC
DECREASED
Shares3,353 from 3,928
Change-575 (-15%)
Value$1.4M (-$233.0K)
Filed 2026-10-23
Arrow Financial Corp
DECREASED
Shares3,330 from 3,334
Change-4 (0%)
Value$1.4M (+$10.3K)
Filed 2026-10-26
StoneX Group Inc.
INCREASED
Shares3,284 from 3,190
Change+94 (+3%)
Value$1.4M (+$42.0K)
Filed 2026-11-03
Capital Investment Counsel, LLC
UNCHANGED
Shares3,280 from 3,280
Change0 (0%)
Value$1.4M (+$11.8K)
Filed 2026-10-14
MCF Advisors LLC
INCREASED
Shares3,263 from 3,133
Change+130 (+4%)
Value$1.4M (+$67.1K)
Filed 2026-10-28
KPP Advisory Services LLC
INCREASED
Shares3,255 from 3,217
Change+38 (+1%)
Value$1.4M (+$27.9K)
Filed 2026-10-26
One Way Holdings LLC
DECREASED
Shares3,249 from 3,466
Change-217 (-6%)
Value$1.4M (-$80.8K)
Filed 2026-10-29
Citadel Investment Advisory, Inc.
INCREASED
Shares3,244 from 3,144
Change+100 (+3%)
Value$1.4M (+$1.4M)
Filed 2026-10-15
Abel Hall, LLC
DECREASED
Shares3,238 from 3,244
Change-6 (0%)
Value$1.4M (+$9.1K)
Filed 2026-10-19
Phraction Management LLC
UNCHANGED
Shares3,238 from 3,238
Change0 (0%)
Value$1.4M (+$11.6K)
Filed 2026-10-14
TrustBank
DECREASED
Shares3,233 from 3,248
Change-15 (0%)
Value$1.4M (+$5.2K)
Filed 2026-10-20
Profund Advisors LLC
DECREASED
Shares3,229 from 3,763
Change-534 (-14%)
Value$1.4M (-$216.0K)
Filed 2026-10-29
J.Safra Asset Management Corp
DECREASED
Shares3,215 from 4,480
Change-1,265 (-28%)
Value$1.4M (-$527.8K)
Filed 2026-11-03
Kennebec Savings Bank
INCREASED
Shares3,206 from 3,168
Change+38 (+1%)
Value$1.4M (+$27.7K)
Filed 2026-10-22
Abacus Wealth Partners, LLC
DECREASED
Shares3,190 from 3,198
Change-8 (0%)
Value$1.4M (+$8.0K)
Filed 2026-11-03
Clearstead Trust, LLC
INCREASED
Shares3,180 from 3,140
Change+40 (+1%)
Value$1.4M (+$28.5K)
Filed 2026-11-06
First Pacific Financial
INCREASED
Shares3,177 from 3,142
Change+35 (+1%)
Value$1.4M (+$26.3K)
Filed 2026-10-14
Waters Parkerson & Co., LLC
UNCHANGED
Shares3,170 from 3,170
Change0 (0%)
Value$1.4M (+$11.4K)
Filed 2026-11-04
Mountain Pacific Investment Advisers LLC
UNCHANGED
Shares3,159 from 3,159
Change0 (0%)
Value$1.4M (+$11.3K)
Filed 2026-10-29
Farmers & Merchants Investments Inc
DECREASED
Shares3,156 from 3,793
Change-637 (-17%)
Value$1.4M (-$260.1K)
Filed 2026-10-22
First City Capital Management, Inc.
DECREASED
Shares3,154 from 3,318
Change-164 (-5%)
Value$1.4M (-$58.6K)
Filed 2026-10-27
Pines Wealth Management, LLC
INCREASED
Shares3,141 from 3,057
Change+84 (+3%)
Value$1.3M (+$47.1K)
Filed 2026-10-21
Elyxium Wealth, LLC
INCREASED
Shares3,132 from 3,113
Change+19 (+1%)
Value$1.3M (+$19.3K)
Filed 2026-10-27
Trust Point Inc.
INCREASED
Shares3,119 from 2,748
Change+371 (+14%)
Value$1.3M (+$169.3K)
Filed 2026-10-27
Invera Wealth Advisors, LLC
INCREASED
Shares3,111 from 2,979
Change+132 (+4%)
Value$1.3M (+$67.4K)
Filed 2026-10-28
American National Bank & Trust
DECREASED
Shares3,081 from 3,171
Change-90 (-3%)
Value$1.3M (-$27.3K)
Filed 2026-10-07
SAX Wealth Advisors, LLC
INCREASED
Shares3,076 from 2,520
Change+556 (+22%)
Value$1.3M (+$420.5K)
Filed 2026-10-13
Fortune 45 LLC
INCREASED
Shares3,069 from 2,046
Change+1,023 (+50%)
Value$1.3M (+$447.0K)
Filed 2026-10-14
GSG Advisors LLC
INCREASED
Shares3,066 from 3,023
Change+43 (+1%)
Value$1.3M (+$29.3K)
Filed 2026-11-03
Sawgrass Asset Management LLC
DECREASED
Shares3,060 from 3,152
Change-92 (-3%)
Value$1.3M (-$28.2K)
Filed 2026-11-03
Wilkins Investment Counsel Inc
UNCHANGED
Shares3,041 from 3,041
Change0 (0%)
Value$1.3M (+$10.9K)
Filed 2026-11-03
Roof Eidam Maycock Peralta, LLC
UNCHANGED
Shares3,038 from 3,038
Change0 (0%)
Value$1.3M (+$10.9K)
Filed 2026-10-15
Means Investment Co., Inc.
DECREASED
Shares3,035 from 3,131
Change-96 (-3%)
Value$1.3M (-$30.1K)
Filed 2026-11-03
Simplicity Wealth,LLC
INCREASED
Shares3,029 from 2,759
Change+270 (+10%)
Value$1.3M (+$125.6K)
Filed 2026-10-23
Paladin Wealth, LLC
INCREASED
Shares3,021 from 2,661
Change+360 (+14%)
Value$1.3M (+$164.1K)
Filed 2026-10-23
CX Institutional
INCREASED
Shares3,018 from 2,888
Change+130 (+5%)
Value$1.3K (+$66)
Filed 2026-10-02
Orrstown Financial Services Inc
DECREASED
Shares2,994 from 3,037
Change-43 (-1%)
Value$1.3M (-$7.6K)
Filed 2026-10-14
Yankcom Partnership
INCREASED
Shares2,983 from 2,885
Change+98 (+3%)
Value$1.3M (+$52.5K)
Filed 2026-10-15
Gemmer Asset Management LLC
DECREASED
Shares2,976 from 2,986
Change-10 (0%)
Value$1.3M (+$6.6K)
Filed 2026-10-16
Guyasuta Investment Advisors Inc
UNCHANGED
Shares2,973 from 2,973
Change0 (0%)
Value$1.3M (+$10.7K)
Filed 2026-10-15
Bradyco, Inc.
UNCHANGED
Shares2,972 from 2,972
Change0 (0%)
Value$1.3M (+$10.7K)
Filed 2026-11-03
Aprio Wealth Management, LLC
INCREASED
Shares2,953 from 2,845
Change+108 (+4%)
Value$1.3M (+$56.6K)
Filed 2026-10-28
Capital Advantage, Inc.
UNCHANGED
Shares2,943 from 2,943
Change0 (0%)
Value$1.3M (+$10.6K)
Filed 2026-10-14
Signal Advisors Wealth, LLC
NEW
Shares2,931
Change+2,931
Value$1.3M
Filed 2026-10-13
Aviso Wealth Management
DECREASED
Shares2,901 from 3,470
Change-569 (-16%)
Value$1.2M (-$232.5K)
Filed 2026-11-04
Facet Wealth, Inc.
INCREASED
Shares2,897 from 2,768
Change+129 (+5%)
Value$1.2M (+$65.4K)
Filed 2026-11-04
Penobscot Investment Management Company, Inc.
UNCHANGED
Shares2,894 from 2,894
Change0 (0%)
Value$1.2M (+$10.4K)
Filed 2026-10-26
Beverly Hills Private Wealth, LLC
INCREASED
Shares2,874 from 2,293
Change+581 (+25%)
Value$1.2M (+$258.0K)
Filed 2026-11-04
Catalyst Capital Advisors LLC
UNCHANGED
Shares2,872 from 2,872
Change0 (0%)
Value$1.2M (+$10.3K)
Filed 2026-11-02
Verdence Capital Advisors LLC
INCREASED
Shares2,869 from 2,723
Change+146 (+5%)
Value$1.2M (+$72.6K)
Filed 2026-10-26
Renasant Bank
INCREASED
Shares2,849 from 2,249
Change+600 (+27%)
Value$1.2M (+$265.9K)
Filed 2026-11-05
Realta Investment Advisors
INCREASED
Shares2,842 from 2,555
Change+287 (+11%)
Value$1.2M (+$132.5K)
Filed 2026-10-14
Mechanics Financial Corp
INCREASED
Shares2,834 from 2,788
Change+46 (+2%)
Value$1.2M (+$29.8K)
Filed 2026-11-05
SevenBridge Financial Group, LLC
INCREASED
Shares2,813 from 2,785
Change+28 (+1%)
Value$1.1M (-$175.1K)
Filed 2026-10-26
Welch Group, LLC
DECREASED
Shares2,796 from 3,116
Change-320 (-10%)
Value$1.2M (-$126.3K)
Filed 2026-10-29
Alta Advisers Ltd
INCREASED
Shares2,793 from 1,714
Change+1,079 (+63%)
Value$1.2M (+$469.8K)
Filed 2026-11-02
PUREfi Wealth, LLC
DECREASED
Shares2,793 from 2,822
Change-29 (-1%)
Value$1.2M (-$2.3K)
Filed 2026-10-19
Avestar Capital, LLC
DECREASED
Shares2,776 from 2,808
Change-32 (-1%)
Value$1.2M (-$3.7K)
Filed 2026-10-28
Eos Management, L.P.
UNCHANGED
Shares2,762 from 2,762
Change0 (0%)
Value$1.2M (+$9.9K)
Filed 2026-10-27
Greenfield Savings Bank
DECREASED
Shares2,761 from 2,766
Change-5 (0%)
Value$1.2M (+$7.8K)
Filed 2026-10-07
Simplex Trading, LLC
INCREASED
Shares2,759 from 939
Change+1,820 (+194%)
Value$1.2M (+$785.4K)
Filed 2026-11-04
First Business Financial Services, Inc.
INCREASED
Shares2,756 from 2,446
Change+310 (+13%)
Value$1.2M (+$142.0K)
Filed 2026-10-29
Howard Capital Management, LLC
DECREASED
Shares2,753 from 2,763
Change-10 (0%)
Value$1.2M (+$5.6K)
Filed 2026-10-16
Keyes, Stange & Wooten Wealth Management, LLC
DECREASED
Shares2,752 from 2,862
Change-110 (-4%)
Value$1.2M (-$37.0K)
Filed 2026-11-03
VUB Generali dochodkova spravcovska spolocnost, a.s.
NEW
Shares2,741
Change+2,741
Value$1.2M
Filed 2026-10-26
Lineweaver Wealth Advisors, LLC
INCREASED
Shares2,728 from 2,549
Change+179 (+7%)
Value$1.2M (+$86.2K)
Filed 2026-10-13
Brady Martz Wealth Solutions, LLC
INCREASED
Shares2,714 from 709
Change+2,005 (+283%)
Value$1.2M (+$864.1K)
Filed 2026-11-05
Hazlett, Burt & Watson, Inc.
INCREASED
Shares2,711 from 2,686
Change+25 (+1%)
Value$1.2K (+$14)
Filed 2026-11-04
First Horizon Corp
INCREASED
Shares2,707 from 2,683
Change+24 (+1%)
Value$1.2M (+$19.9K)
Filed 2026-10-26
Sunbeam Capital Management, LLC
DECREASED
Shares2,705 from 2,722
Change-17 (-1%)
Value$1.2M (+$2.6K)
Filed 2026-11-05
Evermay Wealth Management LLC
INCREASED
Shares2,697 from 2,648
Change+49 (+2%)
Value$1.2M (+$30.6K)
Filed 2026-11-05
Enterprise Financial Services Corp
DECREASED
Shares2,696 from 2,706
Change-10 (0%)
Value$1.2M (+$5.4K)
Filed 2026-11-03
Capital Square, LLC
DECREASED
Shares2,688 from 2,694
Change-6 (0%)
Value$1.2M (+$57.8K)
Filed 2026-10-19
Focus Financial Network, Inc.
INCREASED
Shares2,677 from 2,545
Change+132 (+5%)
Value$1.2M (+$65.9K)
Filed 2026-10-14
Griffin Asset Management, Inc.
UNCHANGED
Shares2,660 from 2,660
Change0 (0%)
Value$1.1M (+$9.6K)
Filed 2026-10-22
Golden State Wealth Management, LLC
INCREASED
Shares2,656 from 2,558
Change+98 (+4%)
Value$1.1M (+$51.5K)
Filed 2026-11-02
Wetzel Investment Advisors, Inc.
INCREASED
Shares2,653 from 2,648
Change+5 (+0%)
Value$1.1M (+$11.7K)
Filed 2026-10-13
Latitude Advisors, LLC
NEW
Shares2,647
Change+2,647
Value$1.1M
Filed 2026-10-27
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares2,642 from 2,642
Change0 (0%)
Value$1.1M (+$9.5K)
Filed 2026-10-23
Grandfield & Dodd, LLC
UNCHANGED
Shares2,631 from 2,631
Change0 (0%)
Value$1.1M (+$9.4K)
Filed 2026-10-29
Abner Herrman & Brock LLC
INCREASED
Shares2,627 from 2,050
Change+577 (+28%)
Value$1.1K (+$255)
Filed 2026-10-20
Rockland Trust Co
DECREASED
Shares2,623 from 2,628
Change-5 (0%)
Value$1.1M (+$7.3K)
Filed 2026-10-05
MSH Capital Advisors LLC
INCREASED
Shares2,615 from 2,450
Change+165 (+7%)
Value$1.1M (+$79.7K)
Filed 2026-11-03
Redmond Asset Management, LLC
UNCHANGED
Shares2,607 from 2,607
Change0 (0%)
Value$1.1M (+$9.4K)
Filed 2026-10-27
Resonant Capital Advisors, LLC
INCREASED
Shares2,591 from 2,467
Change+124 (+5%)
Value$1.1M (+$62.1K)
Filed 2026-10-15
Applied Finance Capital Management, LLC
INCREASED
Shares2,564 from 2,384
Change+180 (+8%)
Value$1.1M (+$85.9K)
Filed 2026-11-03
SeaBridge Investment Advisors LLC
INCREASED
Shares2,558 from 2,523
Change+35 (+1%)
Value$1.1M (+$24.1K)
Filed 2026-11-02
Schear Investment Advisers, LLC
NEW
Shares2,543
Change+2,543
Value$1.1M
Filed 2026-10-14
Tempo Wealth, LLC
DECREASED
Shares2,543 from 2,689
Change-146 (-5%)
Value$1.1M (-$53.1K)
Filed 2026-10-14
Patton Albertson Miller Group, LLC
UNCHANGED
Shares2,534 from 2,534
Change0 (0%)
Value$1.1M (+$9.1K)
Filed 2026-10-26
Tlwm
DECREASED
Shares2,531 from 2,540
Change-9 (0%)
Value$1.1M (+$5.2K)
Filed 2026-10-09
New Wave Wealth Advisors LLC
INCREASED
Shares2,530 from 2,373
Change+157 (+7%)
Value$1.1M (+$72.4K)
Filed 2026-10-19
Polaris Financial Partners
NEW
Shares2,528
Change+2,528
Value$1.1K
Filed 2026-10-02
Well Done, LLC
INCREASED
Shares2,527 from 2,492
Change+35 (+1%)
Value$1.1M (+$24.0K)
Filed 2026-10-20
Norden Group LLC
INCREASED
Shares2,522 from 2,249
Change+273 (+12%)
Value$1.1M (+$125.4K)
Filed 2026-10-20
Cushing Capital Partners, LLC
NEW
Shares2,520
Change+2,520
Value$1.1M
Filed 2026-10-20
MeadowBrook Investment Advisors LLC
DECREASED
Shares2,505 from 2,570
Change-65 (-3%)
Value$924.3K (-$170.8K)
Filed 2026-10-29
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
INCREASED
Shares2,486 from 2,469
Change+17 (+1%)
Value$1.1M (+$16.2K)
Filed 2026-10-21
Elmwood Wealth Management, Inc.
DECREASED
Shares2,476 from 2,485
Change-9 (0%)
Value$1.1M (+$5.1K)
Filed 2026-10-14
Congress Park Capital LLC
DECREASED
Shares2,470 from 3,015
Change-545 (-18%)
Value$1.1M (-$223.4K)
Filed 2026-10-13
Washington Trust Co
INCREASED
Shares2,463 from 1,994
Change+469 (+24%)
Value$1.1M (+$208.8K)
Filed 2026-10-22
Supplemental Annuity Collective Trust of NJ
DECREASED
Shares2,458 from 2,491
Change-33 (-1%)
Value$1.1M (-$5.2K)
Filed 2026-11-02
Matrix Trust Co
UNCHANGED
Shares2,456 from 2,456
Change0 (0%)
Value$1.1K (+$8)
Filed 2026-10-07
Financial Security Advisor, Inc.
DECREASED
Shares2,451 from 2,632
Change-181 (-7%)
Value$1.1M (-$68.3K)
Filed 2026-11-03
1620 Investment Advisors, Inc.
UNCHANGED
Shares2,444 from 2,444
Change0 (0%)
Value$1.1M (+$8.8K)
Filed 2026-11-04
United Community Bank
INCREASED
Shares2,420 from 2,390
Change+30 (+1%)
Value$1.0M (+$21.5K)
Filed 2026-10-28
Garner Asset Management Corp
DECREASED
Shares2,419 from 2,518
Change-99 (-4%)
Value$899.7K (-$173.3K)
Filed 2026-10-30
Thoma Capital Management LLC
DECREASED
Shares2,413 from 2,443
Change-30 (-1%)
Value$1.0M (-$4.1K)
Filed 2026-10-19
Kathmere Capital Management, LLC
INCREASED
Shares2,411 from 2,141
Change+270 (+13%)
Value$1.0M (+$123.7K)
Filed 2026-10-20
Heritage Family Offices, LLP
DECREASED
Shares2,408 from 3,149
Change-741 (-24%)
Value$1.0M (-$307.1K)
Filed 2026-11-02
Westbourne Investment Advisors, Inc.
INCREASED
Shares2,404 from 2,274
Change+130 (+6%)
Value$1.0M (+$64.0K)
Filed 2026-10-20
Outfitters Financial LLC
UNCHANGED
Shares2,397 from 2,397
Change0 (0%)
Value$1.0M (+$8.6K)
Filed 2026-10-23
Advisor Resource Council
DECREASED
Shares2,385 from 2,461
Change-76 (-3%)
Value$1.0M (+$14.3K)
Filed 2026-11-05
Accurate Wealth Management, LLC
INCREASED
Shares2,382 from 2,091
Change+291 (+14%)
Value$1.0M (+$168.5K)
Filed 2026-10-20
Schuylkill Financial LLC
INCREASED
Shares2,358 from 2,239
Change+119 (+5%)
Value$1.0M (+$59.1K)
Filed 2026-10-21
Blue Line Capital, LLC / IL
INCREASED
Shares2,354 from 2,237
Change+117 (+5%)
Value$1.0M (+$58.3K)
Filed 2026-11-04
JFS Wealth Advisors, LLC
UNCHANGED
Shares2,352 from 2,352
Change0 (0%)
Value$1.0M (+$8.4K)
Filed 2026-11-03
Global Trust Asset Management, LLC
INCREASED
Shares2,319 from 2,299
Change+20 (+1%)
Value$996.5K (+$16.8K)
Filed 2026-10-19
Aviance Capital Partners, LLC
INCREASED
Shares2,315 from 2,308
Change+7 (+0%)
Value$994.8K (+$11.3K)
Filed 2026-10-29
RW Investment Management LLC
INCREASED
Shares2,304 from 2,291
Change+13 (+1%)
Value$990.1K (+$13.8K)
Filed 2026-11-03
Patriot Financial Group Insurance Agency, LLC
DECREASED
Shares2,291 from 2,413
Change-122 (-5%)
Value$984.4K (-$43.7K)
Filed 2026-10-14
Bison Wealth, LLC
INCREASED
Shares2,285 from 2,283
Change+2 (+0%)
Value$974.8K (+$30.8K)
Filed 2026-10-13
Tompkins Financial Corp
UNCHANGED
Shares2,253 from 2,253
Change0 (0%)
Value$968.1K (+$8.1K)
Filed 2026-10-05
AUA Capital Management, LLC
UNCHANGED
Shares2,250 from 2,250
Change0 (0%)
Value$966.8K (+$8.1K)
Filed 2026-10-15
High Net Worth Advisory Group LLC
UNCHANGED
Shares2,249 from 2,249
Change0 (0%)
Value$966.4K (+$8.1K)
Filed 2026-10-26
Sage Private Wealth Group, LLC
INCREASED
Shares2,245 from 2,194
Change+51 (+2%)
Value$964.8K (+$29.9K)
Filed 2026-10-21
Park National Corp
DECREASED
Shares2,244 from 2,303
Change-59 (-3%)
Value$964.3K (-$17.1K)
Filed 2026-10-05
Fiduciary Financial Group, LLC
DECREASED
Shares2,244 from 2,273
Change-29 (-1%)
Value$964.3K (-$4.3K)
Filed 2026-10-13
Beacon Financial Advisory LLC
INCREASED
Shares2,234 from 2,132
Change+102 (+5%)
Value$960.0K (+$51.5K)
Filed 2026-10-16
Evansbrook LLC
INCREASED
Shares2,229 from 2,199
Change+30 (+1%)
Value$957.8K (+$20.8K)
Filed 2026-10-16
Great Diamond Partners, LLC
INCREASED
Shares2,205 from 2,193
Change+12 (+1%)
Value$947.5K (+$13.0K)
Filed 2026-10-13
W.H. Cornerstone Investments Inc.
DECREASED
Shares2,197 from 2,352
Change-155 (-7%)
Value$944.2K (-$58.1K)
Filed 2026-11-03
Equitable Trust Co
INCREASED
Shares2,196 from 2,155
Change+41 (+2%)
Value$943.6K (+$25.4K)
Filed 2026-10-13
Bath Savings Trust Co
DECREASED
Shares2,185 from 2,929
Change-744 (-25%)
Value$938.9K (-$309.2K)
Filed 2026-10-07
Apella Capital, LLC
DECREASED
Shares2,184 from 2,250
Change-66 (-3%)
Value$942.2K (+$51.9K)
Filed 2026-10-08
Strategic Blueprint, LLC
INCREASED
Shares2,175 from 1,601
Change+574 (+36%)
Value$934.5K (+$252.2K)
Filed 2026-10-22
Avantax Planning Partners, Inc.
INCREASED
Shares2,165 from 2,159
Change+6 (+0%)
Value$930.4K (+$10.3K)
Filed 2026-11-03
Diligent Investors, LLC
UNCHANGED
Shares2,161 from 2,161
Change0 (0%)
Value$928.6K (+$7.8K)
Filed 2026-10-21
Waldron Private Wealth LLC
DECREASED
Shares2,157 from 2,267
Change-110 (-5%)
Value$926.9K (-$39.1K)
Filed 2026-11-02
Sowell Financial Services LLC
INCREASED
Shares2,140 from 1,911
Change+229 (+12%)
Value$919.4K (+$105.2K)
Filed 2026-10-23
Marathon Capital Management
UNCHANGED
Shares2,136 from 2,136
Change0 (0%)
Value$917.9K (+$7.7K)
Filed 2026-10-23
Wedgewood Investors Inc
DECREASED
Shares2,130 from 2,260
Change-130 (-6%)
Value$915.3K (-$47.7K)
Filed 2026-10-28
May Hill Capital, LLC
INCREASED
Shares2,128 from 1,996
Change+132 (+7%)
Value$914.2K (+$63.9K)
Filed 2026-11-03
Enzi Wealth
UNCHANGED
Shares2,124 from 2,124
Change0 (0%)
Value$909.7K (+$27.2K)
Filed 2026-10-14
Laurion Capital Management LP
NEW
Shares2,103
Change+2,103
Value$903.7K
Filed 2026-10-30
Net Worth Advisory Group
DECREASED
Shares2,088 from 2,090
Change-2 (0%)
Value$913.1K (+$22.4K)
Filed 2026-10-20
Earned Wealth Advisors, LLC
INCREASED
Shares2,082 from 1,936
Change+146 (+8%)
Value$894.6K (+$69.6K)
Filed 2026-11-06
Revolve Wealth Partners, LLC
DECREASED
Shares2,080 from 2,228
Change-148 (-7%)
Value$893.8K (-$55.6K)
Filed 2026-10-23
Wealth Group, Ltd.
DECREASED
Shares2,066 from 5,106
Change-3,040 (-60%)
Value$888 (-$1.3K)
Filed 2026-10-30
Portside Wealth Group, LLC
INCREASED
Shares2,060 from 1,794
Change+266 (+15%)
Value$885.2K (+$120.7K)
Filed 2026-10-20
Golden Reserve Retirement LLC
INCREASED
Shares2,051 from 1,233
Change+818 (+66%)
Value$881.5K (+$356.1K)
Filed 2026-11-02
Stableford Capital II LLC
DECREASED
Shares2,047 from 4,452
Change-2,405 (-54%)
Value$879.6K (-$1.0M)
Filed 2026-10-09
Outlook Wealth Advisors, LLC
INCREASED
Shares2,043 from 2,018
Change+25 (+1%)
Value$878.0K (+$18.0K)
Filed 2026-10-28
Integrity Advisory Solutions, LLC
INCREASED
Shares2,041 from 2,029
Change+12 (+1%)
Value$877.4K (+$12.8K)
Filed 2026-10-29
Allen Capital Group, LLC
INCREASED
Shares2,035 from 2,010
Change+25 (+1%)
Value$874.5K (+$18.0K)
Filed 2026-10-27
Aries Wealth Management
UNCHANGED
Shares2,035 from 2,035
Change0 (0%)
Value$874.5K (+$7.3K)
Filed 2026-10-23
LightSquare Wealth Management, LLC
INCREASED
Shares2,034 from 2,023
Change+11 (+1%)
Value$873.9K (+$11.9K)
Filed 2026-11-03
Almanack Investment Partners, Llc.
DECREASED
Shares2,023 from 2,065
Change-42 (-2%)
Value$869.3K (-$10.6K)
Filed 2026-11-03
Harbour Trust & Investment Management Co
UNCHANGED
Shares2,023 from 2,023
Change0 (0%)
Value$869.3K (+$7.3K)
Filed 2026-10-28
MFA Wealth Services
DECREASED
Shares2,020 from 2,140
Change-120 (-6%)
Value$868.2K (-$43.5K)
Filed 2026-10-14
Balboa Wealth Partners
INCREASED
Shares2,020 from 2,003
Change+17 (+1%)
Value$868.0K (+$14.5K)
Filed 2026-10-20
NBH Bank
INCREASED
Shares2,018 from 1,899
Change+119 (+6%)
Value$867.2K (+$58.0K)
Filed 2026-11-05
Advisortrust Partners, LLC
INCREASED
Shares2,016 from 1,982
Change+34 (+2%)
Value$866.3K (+$21.7K)
Filed 2026-11-02
Hutchens & Kramer Investment Management Group, LLC
DECREASED
Shares2,013 from 2,444
Change-431 (-18%)
Value$865.0K (-$176.4K)
Filed 2026-10-16
Accuvest Global Advisors
INCREASED
Shares2,009 from 1,563
Change+446 (+29%)
Value$863.0K (+$197.0K)
Filed 2026-11-04
West Paces Advisors Inc.
INCREASED
Shares1,993 from 1,987
Change+6 (+0%)
Value$856.4K (+$9.7K)
Filed 2026-10-13
Everett Harris & Co
INCREASED
Shares1,990 from 1,799
Change+191 (+11%)
Value$855.1K (+$88.5K)
Filed 2026-10-28
Hanson & Doremus Investment Management
DECREASED
Shares1,990 from 2,015
Change-25 (-1%)
Value$855 (-$4)
Filed 2026-10-16
LVM Capital Management LTD
INCREASED
Shares1,986 from 1,891
Change+95 (+5%)
Value$853.4K (+$852.6K)
Filed 2026-10-20
JB Capital LLC
DECREASED
Shares1,984 from 3,050
Change-1,066 (-35%)
Value$852.3K (-$447.4K)
Filed 2026-10-19
Rainier Family Wealth Inc
INCREASED
Shares1,981 from 1,920
Change+61 (+3%)
Value$851.3K (+$33.1K)
Filed 2026-11-02
Allegheny Financial Group
DECREASED
Shares1,979 from 1,988
Change-9 (0%)
Value$850.5K (+$3.1K)
Filed 2026-11-05
Versant Capital Management, Inc
INCREASED
Shares1,976 from 1,973
Change+3 (+0%)
Value$849.1K (+$8.4K)
Filed 2026-10-02
Sanders Morris Harris LLC
NEW
Shares1,969
Change+1,969
Value$866.3K
Filed 2026-10-14
Michael Brady & Co., LLC
UNCHANGED
Shares1,957 from 1,957
Change0 (0%)
Value$840.9K (+$7.0K)
Filed 2026-10-23
Revisor Wealth Management LLC
INCREASED
Shares1,949 from 1,229
Change+720 (+59%)
Value$778.4K (+$254.7K)
Filed 2026-10-20
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares1,934 from 1,887
Change+47 (+2%)
Value$831.1K (+$27.0K)
Filed 2026-10-13
Visionary Wealth Advisors
INCREASED
Shares1,932 from 1,853
Change+79 (+4%)
Value$830.4K (+$40.7K)
Filed 2026-11-04
CogentBlue Wealth Advisors, LLC
DECREASED
Shares1,920 from 2,140
Change-220 (-10%)
Value$825.1K (-$86.9K)
Filed 2026-10-09
Magnus Financial Group LLC
INCREASED
Shares1,914 from 1,808
Change+106 (+6%)
Value$822.3K (+$52.1K)
Filed 2026-10-21
Richwood Investment Advisors, LLC
DECREASED
Shares1,908 from 2,115
Change-207 (-10%)
Value$819.9K (-$81.4K)
Filed 2026-10-30
Traphagen Investment Advisors LLC
DECREASED
Shares1,906 from 1,931
Change-25 (-1%)
Value$818.8K (-$3.8K)
Filed 2026-10-14
Clark Wealth Partners
UNCHANGED
Shares1,903 from 1,903
Change0 (0%)
Value$817.7K (+$6.8K)
Filed 2026-10-19
Register Financial Advisors LLC
DECREASED
Shares1,892 from 2,077
Change-185 (-9%)
Value$813.0K (-$72.2K)
Filed 2026-10-23
Valley Brook Capital Group, Inc.
INCREASED
Shares1,885 from 1,750
Change+135 (+8%)
Value$810.0K (+$64.3K)
Filed 2026-10-26
Trueblood Wealth Management, LLC
DECREASED
Shares1,884 from 1,887
Change-3 (0%)
Value$809.8K (+$5.8K)
Filed 2026-10-23
Pacific Center for Financial Services
UNCHANGED
Shares1,871 from 1,871
Change0 (0%)
Value$804.0K (+$6.7K)
Filed 2026-10-15
Stanley-Laman Group, Ltd.
DECREASED
Shares1,863 from 2,058
Change-195 (-9%)
Value$800.6K (-$76.4K)
Filed 2026-10-20
Malaga Cove Capital, LLC
DECREASED
Shares1,852 from 1,973
Change-121 (-6%)
Value$795.8K (-$44.9K)
Filed 2026-10-23
Wakefield Asset Management Lllp
UNCHANGED
Shares1,841 from 1,841
Change0 (0%)
Value$791.1K (+$6.6K)
Filed 2026-11-05
Perpetual Ltd
INCREASED
Shares1,839 from 1,631
Change+208 (+13%)
Value$790.2K (+$95.2K)
Filed 2026-10-13
Sonata Capital Group Inc
UNCHANGED
Shares1,835 from 1,835
Change0 (0%)
Value$788.5K (+$6.6K)
Filed 2026-10-19
Garrett Wealth Advisory Group, LLC
INCREASED
Shares1,828 from 1,824
Change+4 (+0%)
Value$785.3K (+$7.9K)
Filed 2026-10-22
Cascade Investment Advisors, Inc.
UNCHANGED
Shares1,828 from 1,828
Change0 (0%)
Value$785.5K (+$6.6K)
Filed 2026-11-02
Shepherd Financial Partners LLC
DECREASED
Shares1,827 from 1,828
Change-1 (0%)
Value$785.2K (+$6.3K)
Filed 2026-11-03
AMG National Trust Bank
DECREASED
Shares1,818 from 1,953
Change-135 (-7%)
Value$781.2K (-$51.0K)
Filed 2026-11-05
Platform Technology Partners
DECREASED
Shares1,805 from 1,878
Change-73 (-4%)
Value$775.6K (-$24.6K)
Filed 2026-11-02
Woodmont Investment Counsel LLC
INCREASED
Shares1,796 from 1,735
Change+61 (+4%)
Value$771.8K (+$32.4K)
Filed 2026-10-29
Three Seasons Wealth, LLC
UNCHANGED
Shares1,795 from 1,795
Change0 (0%)
Value$771.3K (+$6.4K)
Filed 2026-11-03
Courier Capital LLC
UNCHANGED
Shares1,794 from 1,794
Change0 (0%)
Value$770.9K (+$6.4K)
Filed 2026-10-19
Focused Wealth Management, Inc
INCREASED
Shares1,790 from 1,710
Change+80 (+5%)
Value$769.2K (+$40.5K)
Filed 2026-10-30
Diversified Enterprises, LLC
INCREASED
Shares1,774 from 1,653
Change+121 (+7%)
Value$762.1K (+$57.9K)
Filed 2026-10-19
Insight Advisors, LLC/ PA
DECREASED
Shares1,774 from 1,783
Change-9 (0%)
Value$762.2K (+$2.5K)
Filed 2026-10-22
Bdfs Capital LLC
DECREASED
Shares1,773 from 1,809
Change-36 (-2%)
Value$762.1K (-$8.8K)
Filed 2026-10-14
Smithbridge Asset Management Inc
UNCHANGED
Shares1,766 from 1,766
Change0 (0%)
Value$758.9K (+$6.3K)
Filed 2026-10-19
Dumont & Blake Investment Advisors LLC
UNCHANGED
Shares1,761 from 1,761
Change0 (0%)
Value$756.7K (+$6.3K)
Filed 2026-10-28
Fairvoy Private Wealth, LLC
INCREASED
Shares1,749 from 1,704
Change+45 (+3%)
Value$751.6K (+$25.5K)
Filed 2026-10-19
Gilman Hill Asset Management, LLC
INCREASED
Shares1,740 from 1,730
Change+10 (+1%)
Value$747.7K (+$10.5K)
Filed 2026-10-13
Marathon Mission, Inc.
INCREASED
Shares1,737 from 1,573
Change+164 (+10%)
Value$746.4K (+$76.1K)
Filed 2026-10-01
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares1,734 from 1,438
Change+296 (+21%)
Value$745.4K (+$132.2K)
Filed 2026-10-16
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares1,727 from 1,759
Change-32 (-2%)
Value$742.5K (-$7.1K)
Filed 2026-10-14
Odyssey Capital Advisors, Inc.
INCREASED
Shares1,722 from 1,632
Change+90 (+6%)
Value$740.0K (+$44.5K)
Filed 2026-10-26
Personal CFO Solutions, LLC
DECREASED
Shares1,713 from 2,161
Change-448 (-21%)
Value$736.0K (-$184.9K)
Filed 2026-11-06
Weaver Capital Management LLC
INCREASED
Shares1,706 from 1,327
Change+379 (+29%)
Value$733.1K (+$258.5K)
Filed 2026-10-15
Csenge Advisory Group
DECREASED
Shares1,705 from 7,147
Change-5,442 (-76%)
Value$732.7K (-$2.3M)
Filed 2026-11-04
Conning Inc.
DECREASED
Shares1,705 from 1,716
Change-11 (-1%)
Value$732.7K (+$1.4K)
Filed 2026-10-27
NorthCrest Asset Manangement, LLC
INCREASED
Shares1,703 from 1,511
Change+192 (+13%)
Value$722.9K (+$109.5K)
Filed 2026-10-13
Veracity Capital LLC
DECREASED
Shares1,700 from 1,775
Change-75 (-4%)
Value$730.4K (-$26.1K)
Filed 2026-10-08
Isthmus Partners, LLC
UNCHANGED
Shares1,695 from 1,695
Change0 (0%)
Value$728.4K (+$6.1K)
Filed 2026-10-21
Bullock Wealth Management Group
INCREASED
Shares1,694 from 1,664
Change+30 (+2%)
Value$740.8K (+$54.7K)
Filed 2026-10-09
Regent Peak Wealth Advisors LLC
INCREASED
Shares1,691 from 1,661
Change+30 (+2%)
Value$726.7K (+$18.9K)
Filed 2026-10-13
DDD Partners, LLC
INCREASED
Shares1,691 from 1,689
Change+2 (+0%)
Value$726.6K (+$6.9K)
Filed 2026-11-02
Vestor Capital, LLC
DECREASED
Shares1,688 from 3,444
Change-1,756 (-51%)
Value$149 (-$3.5K)
Filed 2026-11-04
Monument Capital Management
INCREASED
Shares1,687 from 1,683
Change+4 (+0%)
Value$724.9K (+$7.8K)
Filed 2026-10-09
Crescent Grove Advisors, LLC
INCREASED
Shares1,682 from 1,681
Change+1 (+0%)
Value$722.8K (+$6.4K)
Filed 2026-10-21
Hilton Head Capital Partners, LLC
DECREASED
Shares1,676 from 1,853
Change-177 (-10%)
Value$720.2K (-$69.4K)
Filed 2026-10-23
KFG Wealth Management, LLC
DECREASED
Shares1,671 from 2,005
Change-334 (-17%)
Value$718.2K (-$136.0K)
Filed 2026-10-16
Legacy Capital Wealth Partners, LLC
DECREASED
Shares1,663 from 1,843
Change-180 (-10%)
Value$714.5K (-$70.7K)
Filed 2026-10-21
Interchange Capital Partners, LLC
DECREASED
Shares1,663 from 1,724
Change-61 (-4%)
Value$713.3K (-$21.5K)
Filed 2026-10-28
Quad-Cities Investment Group, LLC
UNCHANGED
Shares1,663 from 1,663
Change0 (0%)
Value$714.7K (+$6.0K)
Filed 2026-10-16
Arvest Investments, Inc.
DECREASED
Shares1,651 from 1,653
Change-2 (0%)
Value$709.5K (+$5.1K)
Filed 2026-10-21
Plancorp, LLC
INCREASED
Shares1,649 from 1,613
Change+36 (+2%)
Value$610.2K (-$39.7K)
Filed 2026-11-03
Joel Isaacson & Co., LLC
INCREASED
Shares1,643 from 1,642
Change+1 (+0%)
Value$706.0K (+$6.3K)
Filed 2026-11-05
Advisor OS, LLC
INCREASED
Shares1,642 from 1,471
Change+171 (+12%)
Value$705.5K (+$78.8K)
Filed 2026-11-03
LVZ, Inc.
DECREASED
Shares1,642 from 1,678
Change-36 (-2%)
Value$705.7K (-$9.4K)
Filed 2026-10-20
Pinnacle Bancorp, Inc.
INCREASED
Shares1,641 from 1,543
Change+98 (+6%)
Value$705.0K (+$47.7K)
Filed 2026-10-21
Avaii Wealth Management, LLC
INCREASED
Shares1,637 from 1,239
Change+398 (+32%)
Value$714.1K (+$186.0K)
Filed 2026-10-09
Community Bank, N.A.
INCREASED
Shares1,634 from 1,499
Change+135 (+9%)
Value$702.1K (+$63.4K)
Filed 2026-11-06
Crumly & Associates Inc.
INCREASED
Shares1,622 from 1,573
Change+49 (+3%)
Value$697.0K (+$26.7K)
Filed 2026-10-07
Clear Harbor Asset Management, LLC
INCREASED
Shares1,621 from 1,247
Change+374 (+30%)
Value$696.6K (+$165.2K)
Filed 2026-11-05
Rational Advisors, Inc.
INCREASED
Shares1,610 from 1,152
Change+458 (+40%)
Value$691.8K (+$200.9K)
Filed 2026-11-02
FSM Wealth Advisors, LLC
DECREASED
Shares1,610 from 1,623
Change-13 (-1%)
Value$683.5K (-$8.2K)
Filed 2026-10-27
Legacy Financial Strategies, LLC
INCREASED
Shares1,606 from 920
Change+686 (+75%)
Value$690.2K (+$298.1K)
Filed 2026-10-15
Vertrix Wealth Management, LLC
DECREASED
Shares1,592 from 1,627
Change-35 (-2%)
Value$684.2K (-$9.1K)
Filed 2026-10-13
Collaborative Fund Advisors, LLC
NEW
Shares1,591
Change+1,591
Value$683.7K
Filed 2026-11-02
Rosenberg Matthew Hamilton
UNCHANGED
Shares1,589 from 1,589
Change0 (0%)
Value$682.8K (+$5.7K)
Filed 2026-10-05
Manchester Capital Management LLC
DECREASED
Shares1,587 from 1,910
Change-323 (-17%)
Value$682.0K (-$131.9K)
Filed 2026-10-22
Carbahal Olsen Financial Services Group, LLC
UNCHANGED
Shares1,587 from 1,587
Change0 (0%)
Value$682.0K (+$5.7K)
Filed 2026-11-05
Columbia Bank
DECREASED
Shares1,582 from 1,695
Change-113 (-7%)
Value$679.8K (-$42.5K)
Filed 2026-10-29
Colonial River Investments, LLC
DECREASED
Shares1,581 from 1,779
Change-198 (-11%)
Value$679.4K (-$78.6K)
Filed 2026-10-19
WBH Advisory Inc
UNCHANGED
Shares1,580 from 1,580
Change0 (0%)
Value$678.9K (+$5.7K)
Filed 2026-11-05
Abacus Planning Group, Inc.
INCREASED
Shares1,579 from 1,404
Change+175 (+12%)
Value$678.5K (+$80.2K)
Filed 2026-11-02
Moss Adams Wealth Advisors LLC
DECREASED
Shares1,577 from 1,982
Change-405 (-20%)
Value$677.7K (-$166.9K)
Filed 2026-10-28
Evexia Wealth LLC
DECREASED
Shares1,574 from 1,616
Change-42 (-3%)
Value$585.4K (-$122.8K)
Filed 2026-11-05
AGH Wealth Advisors, LLC
DECREASED
Shares1,574 from 1,576
Change-2 (0%)
Value$676.4K (+$4.8K)
Filed 2026-10-26
TSG Advice Partners, LLC
NEW
Shares1,567
Change+1,567
Value$667.7K
Filed 2026-10-29
Jackson Square Capital, LLC
INCREASED
Shares1,566 from 871
Change+695 (+80%)
Value$672.9K (+$301.8K)
Filed 2026-10-19
Mechanics Bank Trust Department
INCREASED
Shares1,557 from 1,277
Change+280 (+22%)
Value$669.1K (+$124.9K)
Filed 2026-10-13
Prota Financial, LLC
DECREASED
Shares1,546 from 1,552
Change-6 (0%)
Value$676.0K (+$36.1K)
Filed 2026-10-08
Caldwell Trust Co
INCREASED
Shares1,536 from 1,467
Change+69 (+5%)
Value$660.0K (+$34.9K)
Filed 2026-10-30
Marshall & Sterling Wealth Advisors Inc.
INCREASED
Shares1,534 from 1,521
Change+13 (+1%)
Value$659.0K (+$10.9K)
Filed 2026-10-28
Cannon Financial Strategists, Inc.
UNCHANGED
Shares1,534 from 1,534
Change0 (0%)
Value$659.2K (+$5.5K)
Filed 2026-10-19
Linden Thomas Advisory Services, LLC
NEW
Shares1,529
Change+1,529
Value$657.0K
Filed 2026-10-19
Elevation Wealth Partners, LLC
INCREASED
Shares1,517 from 1,513
Change+4 (+0%)
Value$651.9K (+$7.2K)
Filed 2026-10-07
Algebris (UK) LTD
NEW
Shares1,516
Change+1,516
Value$651.4K
Filed 2026-11-06
Perennial Advisors, LLC
UNCHANGED
Shares1,514 from 1,514
Change0 (0%)
Value$650.6K (+$5.4K)
Filed 2026-10-13
Intrua Financial, LLC
DECREASED
Shares1,510 from 1,556
Change-46 (-3%)
Value$649.0K (-$14.1K)
Filed 2026-10-28
Connecticut Wealth Management, LLC
UNCHANGED
Shares1,504 from 1,504
Change0 (0%)
Value$646.3K (+$5.4K)
Filed 2026-10-13
Flagship Harbor Advisors, LLC
INCREASED
Shares1,501 from 1,478
Change+23 (+2%)
Value$645.1K (+$15.2K)
Filed 2026-10-26
Wolverine Asset Management LLC
DECREASED
Shares1,500 from 2,000
Change-500 (-25%)
Value$644.6K (-$207.7K)
Filed 2026-11-02
Lanark Financial, Inc.
DECREASED
Shares1,500 from 1,517
Change-17 (-1%)
Value$644.6K (-$1.9K)
Filed 2026-10-26
Hourglass Capital, LLC
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$644.6K (+$5.4K)
Filed 2026-10-26
Dudley Capital Management, LLC
UNCHANGED
Shares1,499 from 1,499
Change0 (0%)
Value$644.1K (+$5.4K)
Filed 2026-10-23
Root Financial Partners, LLC
DECREASED
Shares1,498 from 1,533
Change-35 (-2%)
Value$643.7K (-$9.5K)
Filed 2026-10-21
Capital Advisors, Ltd. LLC
DECREASED
Shares1,497 from 2,245
Change-748 (-33%)
Value$643 (-$314)
Filed 2026-10-27
Weaver Consulting Group
INCREASED
Shares1,496 from 1,485
Change+11 (+1%)
Value$642.8K (+$10.1K)
Filed 2026-10-07
Petros Family Wealth, LLC
INCREASED
Shares1,494 from 1,272
Change+222 (+17%)
Value$642.0K (+$100.0K)
Filed 2026-10-28
Lake Street Private Wealth, LLC
DECREASED
Shares1,493 from 1,520
Change-27 (-2%)
Value$641.6K (-$6.1K)
Filed 2026-10-22
Retirement Guys Formula LLC
DECREASED
Shares1,493 from 1,508
Change-15 (-1%)
Value$641.6K (-$1.0K)
Filed 2026-10-26
SmartHarvest Portfolios, LLC
DECREASED
Shares1,488 from 2,111
Change-623 (-30%)
Value$639.5K (-$260.1K)
Filed 2026-10-26
Symphony Financial, Ltd. Co.
DECREASED
Shares1,484 from 1,543
Change-59 (-4%)
Value$641.4K (+$3.9K)
Filed 2026-10-22
DLK Investment Management, LLC
INCREASED
Shares1,481 from 1,348
Change+133 (+10%)
Value$636.4K (+$213.7K)
Filed 2026-10-09
Wealth Architects, LLC
INCREASED
Shares1,475 from 1,325
Change+150 (+11%)
Value$633.8K (+$69.2K)
Filed 2026-11-03
Shade Tree Advisors LLC
NEW
Shares1,466
Change+1,466
Value$630.0K
Filed 2026-10-22
ARS Wealth Advisors Group, LLC
INCREASED
Shares1,463 from 1,327
Change+136 (+10%)
Value$628.7K (+$63.2K)
Filed 2026-10-16
Bond & Devick Financial Network, Inc.
UNCHANGED
Shares1,462 from 1,462
Change0 (0%)
Value$628.2K (+$5.2K)
Filed 2026-10-23
Summit Financial Strategies, Inc.
UNCHANGED
Shares1,459 from 1,459
Change0 (0%)
Value$627.1K (+$5.2K)
Filed 2026-10-14
Rise Advisors, LLC
INCREASED
Shares1,458 from 1,359
Change+99 (+7%)
Value$626.5K (+$47.3K)
Filed 2026-10-16
TrueWealth Advisors, LLC
DECREASED
Shares1,455 from 1,494
Change-39 (-3%)
Value$625.2K (-$11.4K)
Filed 2026-10-09
Kohmann Bosshard Financial Services, LLC
INCREASED
Shares1,451 from 1,295
Change+156 (+12%)
Value$623.5K (+$71.7K)
Filed 2026-11-04
Curbstone Financial Management Corp
UNCHANGED
Shares1,450 from 1,450
Change0 (0%)
Value$623.1K (+$5.2K)
Filed 2026-10-21
PKS Advisory Services, LLC
UNCHANGED
Shares1,447 from 1,447
Change0 (0%)
Value$617.4K ($0)
Filed 2026-10-26
Lyell Wealth Management, LP
INCREASED
Shares1,431 from 1,396
Change+35 (+3%)
Value$614.9K (+$20.1K)
Filed 2026-10-30
LeConte Wealth Management, LLC
INCREASED
Shares1,429 from 1,341
Change+88 (+7%)
Value$614.1K (+$42.6K)
Filed 2026-10-20
Boltwood Capital Management
INCREASED
Shares1,428 from 1,292
Change+136 (+11%)
Value$613.6K (+$63.1K)
Filed 2026-10-02
Parthenon LLC
UNCHANGED
Shares1,425 from 1,425
Change0 (0%)
Value$612.3K (+$5.1K)
Filed 2026-10-22
TruNorth Capital Management, LLC
INCREASED
Shares1,406 from 1,300
Change+106 (+8%)
Value$604.2K (+$50.2K)
Filed 2026-10-14
Capital Advisors Wealth Management, LLC
UNCHANGED
Shares1,406 from 1,406
Change0 (0%)
Value$604.2K (+$5.0K)
Filed 2026-10-09
Everhart Financial Group, Inc.
INCREASED
Shares1,403 from 1,368
Change+35 (+3%)
Value$602.9K (+$20.0K)
Filed 2026-10-08
Mindset Wealth Management, LLC
DECREASED
Shares1,401 from 1,404
Change-3 (0%)
Value$602.0K (+$3.8K)
Filed 2026-10-19
Willow Creek Wealth Management Inc.
UNCHANGED
Shares1,401 from 1,401
Change0 (0%)
Value$602.0K (+$5.0K)
Filed 2026-10-26
Alhambra Investment Management LLC
DECREASED
Shares1,400 from 1,475
Change-75 (-5%)
Value$601.6K (-$26.9K)
Filed 2026-10-15
Terra Nova Asset Management LLC
UNCHANGED
Shares1,400 from 1,400
Change0 (0%)
Value$601.6K (+$5.0K)
Filed 2026-10-13
Kestra Investment Management, LLC
DECREASED
Shares1,399 from 1,591
Change-192 (-12%)
Value$601.0K (-$77.1K)
Filed 2026-11-04
Eurizon SLJ Capital Ltd
DECREASED
Shares1,394 from 1,518
Change-124 (-8%)
Value$599.0K (-$47.8K)
Filed 2026-11-06
True North Advisors, LLC
NEW
Shares1,393
Change+1,393
Value$598.6K
Filed 2026-10-22
Kingsman Wealth Management, Inc.
NEW
Shares1,385
Change+1,385
Value$595.1K
Filed 2026-10-13
Clark Asset Management, LLC
INCREASED
Shares1,383 from 1,364
Change+19 (+1%)
Value$594.3K (+$13.1K)
Filed 2026-10-19
Rossby Financial, LCC
INCREASED
Shares1,380 from 1,344
Change+36 (+3%)
Value$593.0K (+$20.3K)
Filed 2026-11-05
Pflug Koory, LLC
INCREASED
Shares1,373 from 1,270
Change+103 (+8%)
Value$590.0K (+$48.8K)
Filed 2026-10-26
Childress Capital Advisors, LLC
INCREASED
Shares1,373 from 1,316
Change+57 (+4%)
Value$590.1K (+$29.2K)
Filed 2026-10-28
Arbor Wealth Advisors LLC
UNCHANGED
Shares1,366 from 1,366
Change0 (0%)
Value$587.0K (+$4.9K)
Filed 2026-10-09
Naples Global Advisors, LLC
INCREASED
Shares1,361 from 1,289
Change+72 (+6%)
Value$584.8K (+$35.6K)
Filed 2026-11-05
Verus Capital Partners, LLC
DECREASED
Shares1,351 from 1,453
Change-102 (-7%)
Value$580.5K (-$38.6K)
Filed 2026-11-03
Van Cleef Asset Management,Inc
UNCHANGED
Shares1,350 from 1,350
Change0 (0%)
Value$580.1K (+$4.8K)
Filed 2026-10-20
Fortitude Advisory Group L.L.C.
INCREASED
Shares1,347 from 1,270
Change+77 (+6%)
Value$578.8K (+$37.7K)
Filed 2026-10-15
Firethorn Wealth Partners, LLC
INCREASED
Shares1,343 from 1,300
Change+43 (+3%)
Value$577.3K (+$23.2K)
Filed 2026-10-14
Titleist Asset Management, LLC
INCREASED
Shares1,339 from 1,217
Change+122 (+10%)
Value$575.4K (+$57.2K)
Filed 2026-10-08
SS&H Financial Advisors, Inc.
UNCHANGED
Shares1,337 from 1,337
Change0 (0%)
Value$575 (+$5)
Filed 2026-10-28
Tufton Capital Management
UNCHANGED
Shares1,334 from 1,334
Change0 (0%)
Value$573 (+$5)
Filed 2026-10-20
Renaissance Investment Group LLC
INCREASED
Shares1,332 from 1,330
Change+2 (+0%)
Value$572.4K (+$5.6K)
Filed 2026-10-28
Beaumont Financial Advisors, LLC
DECREASED
Shares1,329 from 1,342
Change-13 (-1%)
Value$571.0K (-$679)
Filed 2026-10-22
Kassira Wealth Management LLC
INCREASED
Shares1,312 from 1,311
Change+1 (+0%)
Value$563.8K (+$5.1K)
Filed 2026-10-28
Aspiriant, LLC
INCREASED
Shares1,309 from 1,216
Change+93 (+8%)
Value$562.5K (+$44.3K)
Filed 2026-10-16
Security National Bank
UNCHANGED
Shares1,309 from 1,309
Change0 (0%)
Value$562.5K (+$4.7K)
Filed 2026-10-26
Sepio Capital, LP
DECREASED
Shares1,306 from 1,697
Change-391 (-23%)
Value$561.2K (-$161.9K)
Filed 2026-10-22
Bangor Savings Bank
DECREASED
Shares1,306 from 1,366
Change-60 (-4%)
Value$561.2K (-$20.9K)
Filed 2026-10-06
Relyea Zuckerberg Hanson LLC
DECREASED
Shares1,302 from 1,316
Change-14 (-1%)
Value$559.7K (-$1.2K)
Filed 2026-10-20
BCS Wealth Management
DECREASED
Shares1,301 from 1,320
Change-19 (-1%)
Value$559.1K (-$3.4K)
Filed 2026-11-03
Mcrae Capital Management Inc
UNCHANGED
Shares1,300 from 1,300
Change0 (0%)
Value$558.6K (+$4.7K)
Filed 2026-10-15
Myriad Asset Management US LP
DECREASED
Shares1,297 from 1,621
Change-324 (-20%)
Value$557.0K (-$134.0K)
Filed 2026-11-03
Nichols & Pratt Advisers LLP
INCREASED
Shares1,296 from 1,236
Change+60 (+5%)
Value$566.7K (+$40.0K)
Filed 2026-10-13
Goldstein Advisors, LLC
DECREASED
Shares1,295 from 1,307
Change-12 (-1%)
Value$556.5K (-$465)
Filed 2026-10-15
Ellis Investment Partners, LLC
INCREASED
Shares1,290 from 1,272
Change+18 (+1%)
Value$554.7K (+$12.6K)
Filed 2026-10-21
Palisade Asset Management, LLC
INCREASED
Shares1,287 from 1,252
Change+35 (+3%)
Value$553.0K (+$19.5K)
Filed 2026-11-03
Tcfg Investment Advisors, LLC
UNCHANGED
Shares1,281 from 1,281
Change0 (0%)
Value$550.5K (+$4.6K)
Filed 2026-10-20
Centurion Wealth Management LLC
INCREASED
Shares1,279 from 1,246
Change+33 (+3%)
Value$549.6K (+$18.6K)
Filed 2026-10-13
Cromwell Holdings LLC
DECREASED
Shares1,279 from 1,281
Change-2 (0%)
Value$549.6K (+$3.7K)
Filed 2026-10-28
TigerOak Management, L.L.C.
DECREASED
Shares1,277 from 1,287
Change-10 (-1%)
Value$548.7K (+$324)
Filed 2026-10-23
Wealth Dimensions Group, Ltd.
INCREASED
Shares1,275 from 658
Change+617 (+94%)
Value$547.8K (+$267.5K)
Filed 2026-11-02
Strategic Wealth Investment Group, LLC
DECREASED
Shares1,274 from 10,015
Change-8,741 (-87%)
Value$547.5K (-$3.7M)
Filed 2026-10-29
Commonwealth Financial Services, LLC
DECREASED
Shares1,273 from 1,578
Change-305 (-19%)
Value$547.0K (-$125.4K)
Filed 2026-10-20
Oslo Pensjonsforsikring AS
DECREASED
Shares1,271 from 1,400
Change-129 (-9%)
Value$546.2K (-$50.4K)
Filed 2026-10-15
BLB&B Advisors, LLC
DECREASED
Shares1,269 from 1,359
Change-90 (-7%)
Value$545.3K (-$33.8K)
Filed 2026-10-27
Blue Fin Capital, Inc.
DECREASED
Shares1,262 from 1,275
Change-13 (-1%)
Value$542.3K (-$1.0K)
Filed 2026-10-28
Gibbs Wealth Management
INCREASED
Shares1,251 from 748
Change+503 (+67%)
Value$537.6K (+$218.8K)
Filed 2026-10-22
Meridian Investment Counsel Inc.
UNCHANGED
Shares1,251 from 1,251
Change0 (0%)
Value$537.6K (+$4.5K)
Filed 2026-10-14
Deltec Asset Management LLC
UNCHANGED
Shares1,250 from 1,250
Change0 (0%)
Value$537.1K (+$4.5K)
Filed 2026-10-26
Gables Capital Management Inc.
UNCHANGED
Shares1,250 from 1,250
Change0 (0%)
Value$537.1K (+$4.5K)
Filed 2026-11-04
Southern Michigan Bank & Trust
DECREASED
Shares1,249 from 1,297
Change-48 (-4%)
Value$536.7K (-$16.0K)
Filed 2026-10-19
Certified Advisory Corp
DECREASED
Shares1,230 from 1,370
Change-140 (-10%)
Value$528.7K (-$55.2K)
Filed 2026-10-29
First Command Advisory Services, Inc.
INCREASED
Shares1,228 from 252
Change+976 (+387%)
Value$527.7K (+$420.3K)
Filed 2026-11-05
High Probability Advisors, LLC
UNCHANGED
Shares1,226 from 1,226
Change0 (0%)
Value$526.8K (+$4.4K)
Filed 2026-10-19
Cordgrass Capital Advisors, LLC
DECREASED
Shares1,222 from 1,290
Change-68 (-5%)
Value$525.1K (-$24.6K)
Filed 2026-10-30
Sun Group Wealth Partners
NEW
Shares1,215
Change+1,215
Value$522.1K
Filed 2026-10-26
Compass Wealth Management LLC
INCREASED
Shares1,214 from 1,010
Change+204 (+20%)
Value$521.7K (+$91.3K)
Filed 2026-10-22
Cerro Pacific Wealth Advisors LLC
INCREASED
Shares1,211 from 1,111
Change+100 (+9%)
Value$520.5K (+$47.1K)
Filed 2026-10-22
Sheets Smith Wealth Management
INCREASED
Shares1,210 from 1,205
Change+5 (+0%)
Value$519.9K (+$6.5K)
Filed 2026-10-16
RMR Wealth Builders
DECREASED
Shares1,206 from 1,244
Change-38 (-3%)
Value$518.3K (-$11.9K)
Filed 2026-10-22
Box Hill Private Wealth LLC
DECREASED
Shares1,205 from 1,231
Change-26 (-2%)
Value$517.8K (-$6.8K)
Filed 2026-10-05
Shoker Investment Counsel, Inc.
INCREASED
Shares1,203 from 1,190
Change+13 (+1%)
Value$517.2K (+$9.9K)
Filed 2026-11-04
Core Wealth Partners LLC
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$515.7K (+$4.3K)
Filed 2026-11-02
Independent Investors Inc
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$515.7K (+$4.3K)
Filed 2026-10-30
MAD River Investors
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$515.7K (+$4.3K)
Filed 2026-10-27
Paradigm Asset Management Co LLC
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$515.7K (+$4.3K)
Filed 2026-11-05
Greenwood Gearhart LLC
INCREASED
Shares1,199 from 1,182
Change+17 (+1%)
Value$515.2K (+$11.5K)
Filed 2026-11-02
Cardinal Point Capital Management ULC
UNCHANGED
Shares1,195 from 1,195
Change0 (0%)
Value$513.5K (+$4.3K)
Filed 2026-10-21
Juno Financial Group LLC
INCREASED
Shares1,194 from 1,164
Change+30 (+3%)
Value$513.1K (+$17.1K)
Filed 2026-10-27
Curated Wealth Partners LLC
INCREASED
Shares1,185 from 485
Change+700 (+144%)
Value$509.2K (+$302.5K)
Filed 2026-10-15
North Capital, Inc.
DECREASED
Shares1,181 from 1,213
Change-32 (-3%)
Value$505.8K (-$10.9K)
Filed 2026-10-16
Acropolis Investment Management, LLC
DECREASED
Shares1,178 from 1,249
Change-71 (-6%)
Value$506.2K (-$26.0K)
Filed 2026-10-08
Lincoln Capital LLC
UNCHANGED
Shares1,175 from 1,175
Change0 (0%)
Value$505.0K (+$4.3K)
Filed 2026-10-09
Quadrant Private Wealth Management, LLC
INCREASED
Shares1,165 from 1,143
Change+22 (+2%)
Value$500.7K (+$13.6K)
Filed 2026-11-04
Verum Partners LLC
INCREASED
Shares1,161 from 1,154
Change+7 (+1%)
Value$499.0K (+$7.2K)
Filed 2026-10-21
Lewis Asset Management, LLC
INCREASED
Shares1,160 from 676
Change+484 (+72%)
Value$498.5K (+$210.4K)
Filed 2026-10-14
Kanawha Capital Management LLC
DECREASED
Shares1,159 from 1,169
Change-10 (-1%)
Value$498.0K (-$101)
Filed 2026-10-19
Unique Wealth, LLC
DECREASED
Shares1,153 from 1,267
Change-114 (-9%)
Value$495.3K (-$44.4K)
Filed 2026-10-16
CFS Investment Advisory Services, LLC
INCREASED
Shares1,152 from 1,052
Change+100 (+10%)
Value$512.7K (+$93.5K)
Filed 2026-10-19
First Affirmative Financial Network
NEW
Shares1,151
Change+1,151
Value$494.5K
Filed 2026-10-21
Objective Capital Management, LLC
UNCHANGED
Shares1,150 from 1,150
Change0 (0%)
Value$494.2K (+$4.1K)
Filed 2026-10-13
Avantra Family Wealth, Inc.
INCREASED
Shares1,146 from 1,089
Change+57 (+5%)
Value$492.6K (+$28.5K)
Filed 2026-10-20
Granville Capital, Inc.
DECREASED
Shares1,142 from 1,145
Change-3 (0%)
Value$490.7K (+$2.8K)
Filed 2026-11-05
Legacy Advisory Services, LLC
DECREASED
Shares1,138 from 1,222
Change-84 (-7%)
Value$489.0K (-$31.7K)
Filed 2026-10-20
Tuttle Capital Management, LLC
NEW
Shares1,136
Change+1,136
Value$488.2K
Filed 2026-10-21
NIA Impact Advisors, LLC
INCREASED
Shares1,136 from 874
Change+262 (+30%)
Value$488.0K (+$115.6K)
Filed 2026-11-04
Kelleher Financial Advisors
DECREASED
Shares1,131 from 2,647
Change-1,516 (-57%)
Value$486.0K (-$641.9K)
Filed 2026-10-30
Key FInancial Inc
DECREASED
Shares1,128 from 1,193
Change-65 (-5%)
Value$484.7K (-$23.6K)
Filed 2026-11-02
Accredited Investors Inc.
DECREASED
Shares1,127 from 1,181
Change-54 (-5%)
Value$484.5K (-$19.0K)
Filed 2026-11-03
Atticus Wealth Management, LLC
INCREASED
Shares1,125 from 1,103
Change+22 (+2%)
Value$483.4K (+$13.4K)
Filed 2026-10-20
Embree Financial Group
INCREASED
Shares1,124 from 1,072
Change+52 (+5%)
Value$483.0K (+$26.2K)
Filed 2026-10-22
AA Financial Advisors, LLC
INCREASED
Shares1,110 from 801
Change+309 (+39%)
Value$477.0K (+$135.7K)
Filed 2026-10-19
Signature Equity Partners, LLC
INCREASED
Shares1,110 from 1,009
Change+101 (+10%)
Value$477.0K (+$46.9K)
Filed 2026-10-29
Meridian Financial Partners LLC
UNCHANGED
Shares1,108 from 1,108
Change0 (0%)
Value$445.9K (-$11.5K)
Filed 2026-10-23
Columbia Asset Management
UNCHANGED
Shares1,107 from 1,107
Change0 (0%)
Value$475.7K (+$4.0K)
Filed 2026-10-19
Legacy Advisors, LLC
DECREASED
Shares1,103 from 1,132
Change-29 (-3%)
Value$474.0K (-$8.4K)
Filed 2026-10-19
Davidson Trust Co
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$472.7K (+$3.9K)
Filed 2026-10-09
5th Street Advisors, LLC
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$472.7K (+$3.9K)
Filed 2026-11-04
Torrey Growth & Income Advisors
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$472.2K (+$7.4K)
Filed 2026-11-04
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares1,099 from 1,023
Change+76 (+7%)
Value$472.7K (+$36.4K)
Filed 2026-10-29
Avalon Capital Management
INCREASED
Shares1,098 from 608
Change+490 (+81%)
Value$471.8K (+$212.7K)
Filed 2026-11-04
WealthPlan Investment Management, LLC
INCREASED
Shares1,098 from 1,054
Change+44 (+4%)
Value$471.8K (+$22.7K)
Filed 2026-10-15
Philadelphia Trust Co
UNCHANGED
Shares1,094 from 1,094
Change0 (0%)
Value$470 (+$4)
Filed 2026-11-05
Hickory Point Bank & Trust
UNCHANGED
Shares1,080 from 1,080
Change0 (0%)
Value$464.1K (+$3.9K)
Filed 2026-10-01
Acorn Wealth Advisors, LLC
NEW
Shares1,074
Change+1,074
Value$461.5K
Filed 2026-10-19
Clearwave Capital, LLC
INCREASED
Shares1,071 from 1,068
Change+3 (+0%)
Value$460.2K (+$4.9K)
Filed 2026-10-27
Secure Asset Management, LLC
INCREASED
Shares1,069 from 951
Change+118 (+12%)
Value$459.3K (+$54.1K)
Filed 2026-10-19
Cove Private Wealth, LLC
INCREASED
Shares1,061 from 956
Change+105 (+11%)
Value$455.9K (+$48.6K)
Filed 2026-10-28
First Growth Capital LLC
DECREASED
Shares1,059 from 1,133
Change-74 (-7%)
Value$455.1K (-$27.7K)
Filed 2026-10-15
Peterson Wealth Advisors, LLC
INCREASED
Shares1,057 from 1,048
Change+9 (+1%)
Value$454.1K (+$7.5K)
Filed 2026-10-08
D'Orazio & Associates, Inc.
INCREASED
Shares1,055 from 1,040
Change+15 (+1%)
Value$453.3K (+$10.2K)
Filed 2026-11-04
Fiduciary Family Office, LLC
INCREASED
Shares1,055 from 1,044
Change+11 (+1%)
Value$453.5K (+$8.5K)
Filed 2026-11-04
Heartwood Wealth Advisors LLC
DECREASED
Shares1,054 from 1,344
Change-290 (-22%)
Value$452.9K (-$119.8K)
Filed 2026-10-05
Voisard Asset Management Group, Inc.
DECREASED
Shares1,051 from 1,058
Change-7 (-1%)
Value$451.6K (+$791)
Filed 2026-10-13
Hall Laurie J Trustee
DECREASED
Shares1,049 from 1,095
Change-46 (-4%)
Value$450.8K (-$15.8K)
Filed 2026-10-06
Birch Hill Investment Advisors LLC
NEW
Shares1,048
Change+1,048
Value$450.3K
Filed 2026-10-16
Accel Wealth Management
DECREASED
Shares1,045 from 1,062
Change-17 (-2%)
Value$449.0K (-$3.5K)
Filed 2026-10-13
Greenspring Advisors, LLC
INCREASED
Shares1,041 from 995
Change+46 (+5%)
Value$447.6K (+$23.5K)
Filed 2026-11-05
Hidden Cove Wealth Management, LLC
INCREASED
Shares1,038 from 1,013
Change+25 (+2%)
Value$446.0K (+$14.4K)
Filed 2026-10-19
Summit Wealth Group LLC / Co
INCREASED
Shares1,037 from 901
Change+136 (+15%)
Value$445.7K (+$61.7K)
Filed 2026-10-29
Nadler Financial Group, Inc.
INCREASED
Shares1,033 from 1,032
Change+1 (+0%)
Value$443.9K (+$4.1K)
Filed 2026-10-23
TriaGen Wealth Management LLC
UNCHANGED
Shares1,028 from 1,028
Change0 (0%)
Value$441.7K (+$3.7K)
Filed 2026-10-14
Tctc Holdings, LLC
INCREASED
Shares1,022 from 972
Change+50 (+5%)
Value$439.2K (+$25.0K)
Filed 2026-11-02
Prescott Group Capital Management, L.L.C.
UNCHANGED
Shares1,021 from 1,021
Change0 (0%)
Value$438.7K (+$3.7K)
Filed 2026-10-30
Quantum Financial Advisors, LLC
INCREASED
Shares1,015 from 712
Change+303 (+43%)
Value$436.2K (+$132.8K)
Filed 2026-11-03
Gouws Capital LLC
INCREASED
Shares1,015 from 1,000
Change+15 (+2%)
Value$436.2K (+$10.0K)
Filed 2026-10-09
SYM Financial Corp
INCREASED
Shares1,007 from 976
Change+31 (+3%)
Value$432.7K (+$16.8K)
Filed 2026-10-26
Jacobsen Capital Management
INCREASED
Shares1,006 from 966
Change+40 (+4%)
Value$432.3K (+$20.7K)
Filed 2026-10-27
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares992 from 2,241
Change-1,249 (-56%)
Value$426.3K (-$528.9K)
Filed 2026-10-14
ICW Investment Advisors LLC
DECREASED
Shares987 from 998
Change-11 (-1%)
Value$424.5K (-$543)
Filed 2026-10-27
Alpha Family Trust
UNCHANGED
Shares985 from 985
Change0 (0%)
Value$419.7K ($0)
Filed 2026-11-04
Sacks & Associates, LLC
UNCHANGED
Shares985 from 985
Change0 (0%)
Value$423.3K (+$14.3K)
Filed 2026-10-09
Leeward Financial Partners, LLC
DECREASED
Shares980 from 992
Change-12 (-1%)
Value$421.1K (-$1.6K)
Filed 2026-10-23
Riversedge Advisors, LLC
INCREASED
Shares980 from 974
Change+6 (+1%)
Value$421.1K (+$6.1K)
Filed 2026-10-09
Quantum Financial Partners LLC
INCREASED
Shares970 from 867
Change+103 (+12%)
Value$416.8K (+$47.4K)
Filed 2026-10-19
Landaas & Co
UNCHANGED
Shares966 from 966
Change0 (0%)
Value$415.1K (+$3.5K)
Filed 2026-10-29
Willow Creek Capital Management, Inc.
UNCHANGED
Shares952 from 952
Change0 (0%)
Value$405.7K ($0)
Filed 2026-10-16
Providence First Trust Co
UNCHANGED
Shares951 from 951
Change0 (0%)
Value$408.7K (+$3.4K)
Filed 2026-11-02
Rede Wealth, LLC
UNCHANGED
Shares950 from 950
Change0 (0%)
Value$408.2K (+$3.4K)
Filed 2026-10-22
Thompson Davis & Co., Inc.
UNCHANGED
Shares950 from 950
Change0 (0%)
Value$408.2K (+$3.4K)
Filed 2026-11-05
ACT Advisors, Llc.
INCREASED
Shares948 from 917
Change+31 (+3%)
Value$407.4K (+$16.6K)
Filed 2026-10-15
Guardian Partners Inc.
NEW
Shares946
Change+946
Value$406.5K
Filed 2026-10-21
American Institute for Advanced Investment Management, LLP
INCREASED
Shares942 from 907
Change+35 (+4%)
Value$404.6K (+$18.3K)
Filed 2026-11-03
BKM Wealth Management, LLC
UNCHANGED
Shares942 from 942
Change0 (0%)
Value$404.8K (+$3.4K)
Filed 2026-10-22
Index Fund Advisors, Inc.
UNCHANGED
Shares942 from 942
Change0 (0%)
Value$404.8K (+$3.4K)
Filed 2026-11-05
Impact Capital Partners LLC
DECREASED
Shares937 from 957
Change-20 (-2%)
Value$402.6K (-$5.2K)
Filed 2026-10-22
NWF Advisory Services Inc.
DECREASED
Shares936 from 956
Change-20 (-2%)
Value$402.2K (-$5.2K)
Filed 2026-10-19
Broadway Wealth Solutions, Inc.
INCREASED
Shares935 from 924
Change+11 (+1%)
Value$401.8K (+$8.0K)
Filed 2026-10-21
Nicholas Hoffman & Company, Llc.
INCREASED
Shares934 from 929
Change+5 (+1%)
Value$401.3K (+$5.5K)
Filed 2026-10-30
Canvas Wealth Advisors, LLC
DECREASED
Shares932 from 1,086
Change-154 (-14%)
Value$367.0K (-$95.8K)
Filed 2026-11-02
Summit Securities Group LLC
INCREASED
Shares926 from 90
Change+836 (+929%)
Value$397.9K (+$359.6K)
Filed 2026-11-05
Acorn Creek Capital LLC
DECREASED
Shares926 from 953
Change-27 (-3%)
Value$397.8K (-$8.2K)
Filed 2026-11-05
Wright Investors Service Inc
INCREASED
Shares925 from 924
Change+1 (+0%)
Value$397.5K (+$3.7K)
Filed 2026-11-02
Peachtree Investment Partners, LLC
DECREASED
Shares918 from 988
Change-70 (-7%)
Value$394.5K (-$26.5K)
Filed 2026-11-05
Richards, Merrill & Peterson, Inc.
INCREASED
Shares917 from 572
Change+345 (+60%)
Value$394.1K (+$150.4K)
Filed 2026-10-19
Walkner Condon Financial Advisors LLC
INCREASED
Shares915 from 707
Change+208 (+29%)
Value$393.2K (+$91.9K)
Filed 2026-11-02
IronOak Wealth Llc.
NEW
Shares914
Change+914
Value$392.8K
Filed 2026-11-06
TFC Financial Management, Inc.
INCREASED
Shares914 from 834
Change+80 (+10%)
Value$392.8K (+$37.4K)
Filed 2026-10-26
Connecticut Capital Management Group, LLC
INCREASED
Shares913 from 907
Change+6 (+1%)
Value$392.3K (+$5.8K)
Filed 2026-10-29
3Chopt Investment Partners, LLC
INCREASED
Shares908 from 852
Change+56 (+7%)
Value$390.2K (+$27.1K)
Filed 2026-10-30
Probity Advisors, Inc.
DECREASED
Shares903 from 904
Change-1 (0%)
Value$388.0K (+$2.8K)
Filed 2026-10-23
Wendell David Associates Inc
UNCHANGED
Shares903 from 903
Change0 (0%)
Value$388 (+$3)
Filed 2026-10-27
Aire Advisors, LLC
INCREASED
Shares902 from 871
Change+31 (+4%)
Value$387.5K (+$16.5K)
Filed 2026-10-22
Biltmore Family Office, LLC
INCREASED
Shares901 from 899
Change+2 (+0%)
Value$387.2K (+$4.1K)
Filed 2026-11-03
TL Private Wealth
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$384.0K (+$27.9K)
Filed 2026-10-13
Lionsbridge Wealth Management LLC
DECREASED
Shares899 from 1,113
Change-214 (-19%)
Value$386.3K (-$88.0K)
Filed 2026-10-26
MFG Investments, LLC
NEW
Shares897
Change+897
Value$385.4K
Filed 2026-10-30
Lighthouse Wealth Management Inc.
UNCHANGED
Shares896 from 896
Change0 (0%)
Value$385.0K (+$3.2K)
Filed 2026-10-13
RMG Wealth Management LLC
UNCHANGED
Shares891 from 891
Change0 (0%)
Value$329.3K (-$80.6K)
Filed 2026-10-26
Affinity Capital Advisors, LLC
INCREASED
Shares888 from 805
Change+83 (+10%)
Value$381.5K (+$48.7K)
Filed 2026-10-13
Burkett Asset Management Ltd
NEW
Shares885
Change+885
Value$380.3K
Filed 2026-10-13
Stone Summit Wealth LLC
UNCHANGED
Shares885 from 885
Change0 (0%)
Value$380.3K (+$3.2K)
Filed 2026-10-14
Zega Investments, LLC
DECREASED
Shares882 from 2,396
Change-1,514 (-63%)
Value$379.0K (-$642.0K)
Filed 2026-11-04
Forza Wealth Management, LLC
UNCHANGED
Shares882 from 882
Change0 (0%)
Value$379.0K (+$3.2K)
Filed 2026-10-20
Omni 360 Wealth, Inc.
UNCHANGED
Shares881 from 881
Change0 (0%)
Value$378.6K (+$3.2K)
Filed 2026-10-13
Hengehold Capital Management LLC
INCREASED
Shares878 from 876
Change+2 (+0%)
Value$377.3K (+$4.0K)
Filed 2026-10-16
Penobscot Wealth Management
INCREASED
Shares876 from 776
Change+100 (+13%)
Value$376.3K (+$45.8K)
Filed 2026-10-21
Endowment Wealth Management, Inc.
DECREASED
Shares871 from 907
Change-36 (-4%)
Value$374.2K (-$12.5K)
Filed 2026-11-03
Consilium Wealth Advisory, LLC
UNCHANGED
Shares871 from 871
Change0 (0%)
Value$374.3K (+$3.1K)
Filed 2026-10-14
Farmers & Merchants Trust Co of Long Beach
DECREASED
Shares870 from 874
Change-4 (0%)
Value$373.8K (+$1.4K)
Filed 2026-10-22
Shum Financial Group, Inc.
INCREASED
Shares869 from 607
Change+262 (+43%)
Value$373.4K (+$114.8K)
Filed 2026-10-13
Fidelity D & D Bancorp Inc
DECREASED
Shares866 from 870
Change-4 (0%)
Value$372.1K (+$1.4K)
Filed 2026-11-05
Hilltop National Bank
INCREASED
Shares860 from 858
Change+2 (+0%)
Value$369.6K (+$3.9K)
Filed 2026-10-14
Five Oceans Advisors
DECREASED
Shares859 from 899
Change-40 (-4%)
Value$369.1K (-$14.0K)
Filed 2026-10-22
HBW Advisory Services LLC
INCREASED
Shares857 from 665
Change+192 (+29%)
Value$368.1K (+$84.9K)
Filed 2026-10-15
Klingman & Associates, LLC
INCREASED
Shares856 from 715
Change+141 (+20%)
Value$367.8K (+$63.2K)
Filed 2026-10-20
QTR Family Wealth, LLC
INCREASED
Shares856 from 837
Change+19 (+2%)
Value$367.7K (+$11.0K)
Filed 2026-11-02
Heritage Investors Management Corp
DECREASED
Shares850 from 900
Change-50 (-6%)
Value$365 (-$19)
Filed 2026-10-29
Gibson Capital, LLC
INCREASED
Shares849 from 811
Change+38 (+5%)
Value$364.8K (+$19.2K)
Filed 2026-10-23
UMB Private Wealth Management, LLC
NEW
Shares847
Change+847
Value$364.0K
Filed 2026-10-19
Radnor Capital Management, LLC
UNCHANGED
Shares846 from 846
Change0 (0%)
Value$363.5K (+$3.0K)
Filed 2026-10-23
Greatmark Investment Partners, Inc.
DECREASED
Shares845 from 873
Change-28 (-3%)
Value$363.1K (-$8.9K)
Filed 2026-10-28
Grey Fox Wealth Advisors, LLC
DECREASED
Shares841 from 948
Change-107 (-11%)
Value$361.4K (-$42.6K)
Filed 2026-11-03
Genesis Private Wealth, LLC
INCREASED
Shares840 from 657
Change+183 (+28%)
Value$361.0K (+$81.0K)
Filed 2026-11-02
Thrive Wealth Management, LLC
INCREASED
Shares839 from 819
Change+20 (+2%)
Value$360.5K (+$11.5K)
Filed 2026-10-13
Marin Bay Wealth Advisors, LLC
INCREASED
Shares839 from 833
Change+6 (+1%)
Value$360.5K (+$5.6K)
Filed 2026-10-28
S.A. Mason LLC
INCREASED
Shares837 from 807
Change+30 (+4%)
Value$359.7K (+$15.8K)
Filed 2026-10-13
Grandview Asset Management LLC
DECREASED
Shares837 from 863
Change-26 (-3%)
Value$359.7K (-$8.1K)
Filed 2026-10-19
BOS Asset Management, LLC
UNCHANGED
Shares835 from 835
Change0 (0%)
Value$358.8K (+$3.0K)
Filed 2026-10-09
McAdam, LLC
DECREASED
Shares831 from 1,392
Change-561 (-40%)
Value$357.2K (-$236.0K)
Filed 2026-10-21
Country Trust Bank
INCREASED
Shares830 from 760
Change+70 (+9%)
Value$356.7K (+$32.8K)
Filed 2026-10-30
Key Capital Management, Inc
INCREASED
Shares829 from 28
Change+801 (+2861%)
Value$356.2K (+$344.3K)
Filed 2026-11-03
55 North Private Wealth, LLC
INCREASED
Shares826 from 682
Change+144 (+21%)
Value$354.9K (+$64.3K)
Filed 2026-10-20
MW Advisory, LLC
INCREASED
Shares826 from 736
Change+90 (+12%)
Value$354.9K (+$41.3K)
Filed 2026-10-19
Tenet Wealth Partners, LLC
INCREASED
Shares825 from 824
Change+1 (+0%)
Value$354.5K (+$26.0K)
Filed 2026-10-19
Sage Rhino Capital LLC
DECREASED
Shares823 from 830
Change-7 (-1%)
Value$353.7K (-$29)
Filed 2026-10-28
Deroy & Devereaux Private Investment Counsel Inc
INCREASED
Shares822 from 702
Change+120 (+17%)
Value$353 (+$54)
Filed 2026-10-26
Edgemoor Investment Advisors, Inc.
INCREASED
Shares822 from 818
Change+4 (+0%)
Value$353.2K (+$4.7K)
Filed 2026-11-03
XML Financial, LLC
DECREASED
Shares820 from 850
Change-30 (-4%)
Value$352.4K (-$9.8K)
Filed 2026-10-29
Cross Staff Investments Inc
UNCHANGED
Shares820 from 820
Change0 (0%)
Value$352.4K (+$2.9K)
Filed 2026-10-22
Tritonpoint Wealth, LLC
DECREASED
Shares814 from 854
Change-40 (-5%)
Value$349.9K (-$14.1K)
Filed 2026-10-19
Split Creek LLC DBA Split Creek Capital LLC
UNCHANGED
Shares813 from 813
Change0 (0%)
Value$349.4K (+$2.9K)
Filed 2026-11-02
Harbour Capital Advisors, LLC
UNCHANGED
Shares812 from 812
Change0 (0%)
Value$348.9K (+$18.2K)
Filed 2026-10-13
Home Federal Bank of Tennessee
UNCHANGED
Shares810 from 810
Change0 (0%)
Value$348.1K (+$2.9K)
Filed 2026-10-15
Symmetry Partners, LLC
INCREASED
Shares808 from 575
Change+233 (+41%)
Value$347.3K (+$102.2K)
Filed 2026-10-27
Burkett Financial Services, LLC
INCREASED
Shares808 from 606
Change+202 (+33%)
Value$347.5K (+$89.0K)
Filed 2026-10-01
TritonPoint Partners, LLC
DECREASED
Shares803 from 1,067
Change-264 (-25%)
Value$345.1K (-$109.6K)
Filed 2026-11-05
Nova R Wealth, Inc.
INCREASED
Shares802 from 799
Change+3 (+0%)
Value$344.8K (+$4.2K)
Filed 2026-10-26
Alpine Bank Wealth Management
UNCHANGED
Shares796 from 796
Change0 (0%)
Value$342.0K (+$2.9K)
Filed 2026-10-16
Collective Family Office LLC
DECREASED
Shares792 from 874
Change-82 (-9%)
Value$340.3K (-$32.1K)
Filed 2026-10-05
Invenio Wealth Partners LLC
DECREASED
Shares787 from 806
Change-19 (-2%)
Value$338.2K (-$5.3K)
Filed 2026-10-20
Cadent Capital Advisors, LLC
UNCHANGED
Shares783 from 783
Change0 (0%)
Value$336.5K (+$2.8K)
Filed 2026-10-09
KOM Wealth Management Group, LLC
INCREASED
Shares782 from 780
Change+2 (+0%)
Value$336.1K (+$3.6K)
Filed 2026-10-15
Balentine LLC
DECREASED
Shares777 from 885
Change-108 (-12%)
Value$333.9K (-$43.2K)
Filed 2026-11-03
Balefire, LLC
DECREASED
Shares776 from 834
Change-58 (-7%)
Value$333.5K (-$21.9K)
Filed 2026-10-09
Truefg, LLC
UNCHANGED
Shares775 from 775
Change0 (0%)
Value$333.0K (+$2.8K)
Filed 2026-10-15
FWG Investments, Llc.
DECREASED
Shares773 from 801
Change-28 (-3%)
Value$332.2K (-$9.2K)
Filed 2026-11-03
Reynders McVeigh Capital Management, LLC
DECREASED
Shares772 from 790
Change-18 (-2%)
Value$331.6K (+$331.3K)
Filed 2026-10-30
Sunpointe, LLC
DECREASED
Shares769 from 1,015
Change-246 (-24%)
Value$330.4K (-$102.1K)
Filed 2026-10-22
Atwood & Palmer Inc
UNCHANGED
Shares769 from 769
Change0 (0%)
Value$330.4K (+$2.8K)
Filed 2026-10-08
CMG Global Holdings, LLC
DECREASED
Shares768 from 788
Change-20 (-3%)
Value$330.0K (-$5.8K)
Filed 2026-10-14
Atlas Brown,Inc.
INCREASED
Shares768 from 766
Change+2 (+0%)
Value$329.8K (+$3.4K)
Filed 2026-10-09
CPC Advisors, LLC
NEW
Shares767
Change+767
Value$329.6K
Filed 2026-10-21
Matrix Asset Advisors Inc
DECREASED
Shares762 from 862
Change-100 (-12%)
Value$327.4K (-$39.9K)
Filed 2026-10-13
1900 Wealth Management LLC
DECREASED
Shares760 from 783
Change-23 (-3%)
Value$326.6K (-$7.1K)
Filed 2026-10-13
Novem Group
INCREASED
Shares757 from 726
Change+31 (+4%)
Value$325.5K (+$15.9K)
Filed 2026-10-19
Foguth Wealth Management, Llc.
NEW
Shares756
Change+756
Value$295.8K
Filed 2026-10-19
Diversified Portfolios, Inc.
INCREASED
Shares754 from 703
Change+51 (+7%)
Value$324.0K (+$24.4K)
Filed 2026-11-04
EdgeRock Capital LLC
INCREASED
Shares752 from 683
Change+69 (+10%)
Value$323.1K (+$32.1K)
Filed 2026-11-03
Michael J. Porro & Co. Financial Advisors, Inc.
UNCHANGED
Shares752 from 752
Change0 (0%)
Value$323.1K (+$2.7K)
Filed 2026-10-16
Paragon Private Wealth Management, LLC
DECREASED
Shares750 from 1,143
Change-393 (-34%)
Value$322.3K (-$164.8K)
Filed 2026-10-20
Cahaba Wealth Management, Inc.
INCREASED
Shares750 from 690
Change+60 (+9%)
Value$322.2K (+$28.0K)
Filed 2026-10-26
Opulen Financial Group LLC
INCREASED
Shares750 from 726
Change+24 (+3%)
Value$322.4K (+$12.9K)
Filed 2026-10-22
KMG Fiduciary Partners, LLC
DECREASED
Shares747 from 751
Change-4 (-1%)
Value$321.1K (+$978)
Filed 2026-10-14
Missouri Trust & Investment Co
DECREASED
Shares745 from 1,171
Change-426 (-36%)
Value$320.1K (-$166.2K)
Filed 2026-11-04
Inscription Capital, LLC
DECREASED
Shares742 from 1,615
Change-873 (-54%)
Value$319.0K (-$369.3K)
Filed 2026-11-02
Murphy, Middleton, Hinkle & Parker, Inc.
INCREASED
Shares742 from 730
Change+12 (+2%)
Value$318.8K (+$7.8K)
Filed 2026-10-15
Financial Council, LLC
UNCHANGED
Shares739 from 739
Change0 (0%)
Value$317.5K (+$2.7K)
Filed 2026-11-02
James T. Borello RIA
INCREASED
Shares735 from 731
Change+4 (+1%)
Value$315.8K (+$4.3K)
Filed 2026-10-16
LVW Advisors, LLC
INCREASED
Shares734 from 659
Change+75 (+11%)
Value$315.4K (+$34.6K)
Filed 2026-10-19
Crown Wealth Group, LLC
DECREASED
Shares733 from 853
Change-120 (-14%)
Value$315.0K (-$48.5K)
Filed 2026-10-19
First United Bank & Trust
UNCHANGED
Shares732 from 732
Change0 (0%)
Value$314.5K (+$2.6K)
Filed 2026-10-22
Forum Financial Management, LP
DECREASED
Shares731 from 819
Change-88 (-11%)
Value$314.3K (-$34.7K)
Filed 2026-10-16
Kaydan Wealth Management, Inc.
INCREASED
Shares730 from 711
Change+19 (+3%)
Value$313.7K (+$10.7K)
Filed 2026-10-08
Gunderson Capital Management LLC
UNCHANGED
Shares730 from 730
Change0 (0%)
Value$313.7K (+$2.6K)
Filed 2026-10-15
Archford Capital Strategies, LLC
INCREASED
Shares729 from 669
Change+60 (+9%)
Value$313.3K (+$28.2K)
Filed 2026-10-19
GFG Capital, LLC
UNCHANGED
Shares723 from 723
Change0 (0%)
Value$310.7K (+$2.6K)
Filed 2026-10-16
Investors Asset Management of Georgia Inc
DECREASED
Shares721 from 731
Change-10 (-1%)
Value$310.0K (-$1.7K)
Filed 2026-10-20
Parisi Gray Wealth Management
INCREASED
Shares718 from 535
Change+183 (+34%)
Value$308.4K (+$80.4K)
Filed 2026-10-16
AM Investment Strategies LLC
NEW
Shares717
Change+717
Value$308
Filed 2026-11-05
Cora Capital Advisors LLC
DECREASED
Shares717 from 719
Change-2 (0%)
Value$308.1K (+$1.7K)
Filed 2026-11-02
Monte Financial Group, LLC
DECREASED
Shares713 from 723
Change-10 (-1%)
Value$306.4K (+$6.2K)
Filed 2026-11-02
RM Financial Services, LLC
UNCHANGED
Shares712 from 712
Change0 (0%)
Value$306.0K (+$2.6K)
Filed 2026-11-03
Stablepoint Partners, LLC
UNCHANGED
Shares709 from 709
Change0 (0%)
Value$304.7K (+$2.5K)
Filed 2026-11-03
Sagace Wealth Management LLC
DECREASED
Shares708 from 749
Change-41 (-5%)
Value$304.2K (-$14.9K)
Filed 2026-10-28
South Shore Capital Advisors
INCREASED
Shares706 from 586
Change+120 (+20%)
Value$303.4K (+$53.7K)
Filed 2026-10-20
Fourpath Capital Management, LLC
DECREASED
Shares703 from 765
Change-62 (-8%)
Value$302.1K (-$23.9K)
Filed 2026-10-19
Bayban
UNCHANGED
Shares702 from 702
Change0 (0%)
Value$299.1K ($0)
Filed 2026-11-05
Fermata Advisors, LLC
INCREASED
Shares699 from 658
Change+41 (+6%)
Value$300.4K (+$20.0K)
Filed 2026-10-13
Sweeney & Michel, LLC
INCREASED
Shares699 from 678
Change+21 (+3%)
Value$300.3K (-$3.9K)
Filed 2026-10-16
Nolet Wealth Management, LLC
UNCHANGED
Shares699 from 699
Change0 (0%)
Value$300.4K (+$2.5K)
Filed 2026-10-15
One Plus One Wealth Management, LLC
DECREASED
Shares698 from 715
Change-17 (-2%)
Value$299.9K (-$4.7K)
Filed 2026-10-16
USA Financial Formulas
NEW
Shares697
Change+697
Value$299.5K
Filed 2026-10-16
Uniting Wealth Partners, LLC
INCREASED
Shares697 from 585
Change+112 (+19%)
Value$299.5K (+$50.2K)
Filed 2026-11-06
DWM Financial Group, Inc.
UNCHANGED
Shares697 from 697
Change0 (0%)
Value$299.5K (+$77.5K)
Filed 2026-10-28
Gill Capital Partners, LLC
UNCHANGED
Shares692 from 692
Change0 (0%)
Value$297.4K (+$2.5K)
Filed 2026-10-13
Blodgett Wealth Advisors, LLC
DECREASED
Shares690 from 1,075
Change-385 (-36%)
Value$296.5K (-$161.6K)
Filed 2026-10-23
Quantify Chaos Advisors, LLC
NEW
Shares688
Change+688
Value$295.6K
Filed 2026-11-04
Watershed Private Wealth LLC
INCREASED
Shares687 from 648
Change+39 (+6%)
Value$295.4K (+$19.2K)
Filed 2026-10-30
Douglas Lane & Associates, LLC
DECREASED
Shares684 from 806
Change-122 (-15%)
Value$293.9K (-$49.5K)
Filed 2026-10-09
Blue Zone Wealth Advisors, LLC
NEW
Shares683
Change+683
Value$293.5K
Filed 2026-10-19
Hunter Associates Investment Management LLC
UNCHANGED
Shares683 from 683
Change0 (0%)
Value$294 (+$3)
Filed 2026-10-26
Oak Barrel Wealth Advisory LLC
UNCHANGED
Shares683 from 683
Change0 (0%)
Value$293.4K (+$2.5K)
Filed 2026-11-05
GHP Investment Advisors, Inc.
DECREASED
Shares680 from 755
Change-75 (-10%)
Value$292.2K (-$29.5K)
Filed 2026-10-15
Central Valley Advisors, LLC
UNCHANGED
Shares680 from 680
Change0 (0%)
Value$292.2K (+$2.4K)
Filed 2026-10-27
Master's Wealth Management Inc.
INCREASED
Shares678 from 530
Change+148 (+28%)
Value$291.6K (+$65.5K)
Filed 2026-10-22
Dakota Community Bank & Trust NA
INCREASED
Shares678 from 570
Change+108 (+19%)
Value$291.3K (+$48.5K)
Filed 2026-10-09
Weatherly Asset Management L. P.
INCREASED
Shares678 from 655
Change+23 (+4%)
Value$291.2K (+$12.0K)
Filed 2026-10-20
Peddock Capital Advisors, LLC
UNCHANGED
Shares678 from 678
Change0 (0%)
Value$291.3K (+$2.4K)
Filed 2026-10-16
21 West Wealth Management LLC
DECREASED
Shares676 from 711
Change-35 (-5%)
Value$290.5K (-$12.5K)
Filed 2026-10-13
Trek Financial, LLC
NEW
Shares675
Change+675
Value$290.2K
Filed 2026-10-29
Black Diamond Financial, LLC
INCREASED
Shares675 from 528
Change+147 (+28%)
Value$290.1K (+$65.1K)
Filed 2026-10-26
AXS Investments LLC
INCREASED
Shares673 from 617
Change+56 (+9%)
Value$289.2K (+$26.3K)
Filed 2026-11-04
Wagner Wealth Management, LLC
UNCHANGED
Shares672 from 672
Change0 (0%)
Value$288.8K (+$2.4K)
Filed 2026-10-21
Diversified Management Inc
INCREASED
Shares671 from 591
Change+80 (+14%)
Value$288.3K (+$36.5K)
Filed 2026-10-08
Ejmk Ventures LLC
INCREASED
Shares670 from 612
Change+58 (+9%)
Value$287.9K (+$27.1K)
Filed 2026-10-21
MBL Wealth, LLC
INCREASED
Shares669 from 577
Change+92 (+16%)
Value$287.5K (+$41.6K)
Filed 2026-10-22
Canandaigua National Trust Co of Florida
NEW
Shares668
Change+668
Value$287.0K
Filed 2026-10-07
Hoxton Planning & Management, LLC
DECREASED
Shares666 from 704
Change-38 (-5%)
Value$286.2K (-$13.8K)
Filed 2026-10-15
Burke & Herbert Bank & Trust Co
UNCHANGED
Shares666 from 666
Change0 (0%)
Value$286.2K (+$2.4K)
Filed 2026-11-02
Piedmont Capital Management, LLC
UNCHANGED
Shares663 from 663
Change0 (0%)
Value$284.9K (+$2.4K)
Filed 2026-10-21
ANB Bank
NEW
Shares662
Change+662
Value$284.5K
Filed 2026-10-09
Altus Wealth Group LLC
DECREASED
Shares660 from 715
Change-55 (-8%)
Value$283.6K (-$21.1K)
Filed 2026-10-20
Cornerstone Planning, LLC
UNCHANGED
Shares660 from 660
Change0 (0%)
Value$281.2K ($0)
Filed 2026-10-27
First Citizens Financial Corp
DECREASED
Shares653 from 665
Change-12 (-2%)
Value$280.6K (-$2.8K)
Filed 2026-10-02
Shelter Rock Management, LLC
DECREASED
Shares651 from 698
Change-47 (-7%)
Value$287.2K (-$10.4K)
Filed 2026-10-09
Baker Boyer National Bank
DECREASED
Shares651 from 658
Change-7 (-1%)
Value$279.7K (-$646)
Filed 2026-11-05
Advisory Solutions Group, LLC
NEW
Shares650
Change+650
Value$279.3K
Filed 2026-10-14
Benchmark Financial Wealth Advisors, LLC
INCREASED
Shares650 from 562
Change+88 (+16%)
Value$279.3K (+$39.7K)
Filed 2026-10-20
Gen-Wealth Partners Inc
UNCHANGED
Shares650 from 650
Change0 (0%)
Value$279.3K (+$2.3K)
Filed 2026-11-04
Taylor Financial Group, Inc.
UNCHANGED
Shares650 from 650
Change0 (0%)
Value$279.3K (+$2.3K)
Filed 2026-11-02
Hobart Private Capital, LLC
INCREASED
Shares648 from 625
Change+23 (+4%)
Value$278.5K (+$12.1K)
Filed 2026-10-19
Fulcrum Equity Management
NEW
Shares645
Change+645
Value$277.2K
Filed 2026-10-21
Opal Wealth Advisors, LLC
DECREASED
Shares644 from 855
Change-211 (-25%)
Value$276.7K (-$87.6K)
Filed 2026-10-16
Teza Capital Management LLC
NEW
Shares640
Change+640
Value$275.0K
Filed 2026-10-23
Flagstone Financial Management
UNCHANGED
Shares639 from 639
Change0 (0%)
Value$274.6K (+$2.3K)
Filed 2026-11-05
Luts & Greenleigh Group, Inc.
UNCHANGED
Shares639 from 639
Change0 (0%)
Value$274.6K (+$2.3K)
Filed 2026-11-05
McHugh Group, LLC
UNCHANGED
Shares639 from 639
Change0 (0%)
Value$274.6K (+$2.3K)
Filed 2026-10-19
Motive Wealth Advisors
INCREASED
Shares638 from 596
Change+42 (+7%)
Value$274.2K (+$20.2K)
Filed 2026-10-26
Chatham Capital Group, Inc.
DECREASED
Shares638 from 669
Change-31 (-5%)
Value$274.2K (-$10.9K)
Filed 2026-10-16
Trilogy Capital Inc.
DECREASED
Shares637 from 759
Change-122 (-16%)
Value$273.7K (-$49.7K)
Filed 2026-10-20
WealthBridge Capital Management, LLC
INCREASED
Shares637 from 624
Change+13 (+2%)
Value$273.7K (+$7.8K)
Filed 2026-10-16
Sage Mountain Advisors LLC
DECREASED
Shares636 from 779
Change-143 (-18%)
Value$273.3K (-$58.7K)
Filed 2026-11-02
Advocate Group LLC
INCREASED
Shares635 from 611
Change+24 (+4%)
Value$272.9K (+$12.5K)
Filed 2026-10-19
Elevatus Welath Management
INCREASED
Shares632 from 628
Change+4 (+1%)
Value$271.6K (+$4.0K)
Filed 2026-10-19
Midland Wealth Advisors, LLC
INCREASED
Shares629 from 574
Change+55 (+10%)
Value$270.3K (+$25.7K)
Filed 2026-10-26
Owl Creek Wealth Partners LLC
INCREASED
Shares629 from 605
Change+24 (+4%)
Value$270.3K (+$12.5K)
Filed 2026-10-20
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED
Shares626 from 609
Change+17 (+3%)
Value$269.0K (+$9.5K)
Filed 2026-10-28
Tortoise Investment Management, LLC
DECREASED
Shares625 from 643
Change-18 (-3%)
Value$268.5K (-$5.3K)
Filed 2026-11-06
Stronghold Wealth Management L.L.C.
DECREASED
Shares623 from 679
Change-56 (-8%)
Value$267.7K (-$21.6K)
Filed 2026-10-16
Investment Research Partners LLC
UNCHANGED
Shares623 from 623
Change0 (0%)
Value$267.7K (+$2.2K)
Filed 2026-10-19
Tanager Wealth Management LLP
INCREASED
Shares618 from 606
Change+12 (+2%)
Value$265.6K (+$7.3K)
Filed 2026-10-19
Penn Davis Mcfarland Inc
UNCHANGED
Shares617 from 617
Change0 (0%)
Value$265.1K (+$2.2K)
Filed 2026-10-23
Apollon Financial, LLC
NEW
Shares616
Change+616
Value$264.8K
Filed 2026-10-23
Accelerate Investment Advisors LLC
DECREASED
Shares616 from 626
Change-10 (-2%)
Value$264.6K (-$2.0K)
Filed 2026-11-02
Achmea Investment Management B.V.
NEW
Shares614
Change+614
Value$264.1K
Filed 2026-10-30
Vanguard Capital Wealth Advisors
INCREASED
Shares614 from 600
Change+14 (+2%)
Value$263.8K (+$8.2K)
Filed 2026-10-16
Live Oak Private Wealth LLC
INCREASED
Shares613 from 603
Change+10 (+2%)
Value$263.4K (+$6.5K)
Filed 2026-11-02
Ti-Trust, Inc
UNCHANGED
Shares613 from 613
Change0 (0%)
Value$263.4K (+$2.2K)
Filed 2026-10-21
Townsend Asset Management Corp
UNCHANGED
Shares613 from 613
Change0 (0%)
Value$263.4K (+$2.2K)
Filed 2026-10-29
Valen Private Capital, LLC
NEW
Shares610
Change+610
Value$262.3K
Filed 2026-10-23
Keudell ison Wealth Management
DECREASED
Shares609 from 637
Change-28 (-4%)
Value$261.7K (-$9.7K)
Filed 2026-10-16
MN Wealth Advisors, LLC
INCREASED
Shares609 from 585
Change+24 (+4%)
Value$261.7K (+$12.4K)
Filed 2026-10-23
Retirement Planning Group, LLC
DECREASED
Shares605 from 854
Change-249 (-29%)
Value$260.2K (-$103.9K)
Filed 2026-10-19
Manchester Financial Inc
DECREASED
Shares603 from 663
Change-60 (-9%)
Value$259.1K (-$23.4K)
Filed 2026-10-15
First Interstate Bank
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$257.8K (+$2.2K)
Filed 2026-10-23
Flynn Zito Capital Management, LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$257.8K (+$2.2K)
Filed 2026-11-04
Mattern Wealth Management LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$257.8K (+$2.2K)
Filed 2026-11-04
Cornell Pochily Investment Advisors, Inc.
UNCHANGED
Shares596 from 596
Change0 (0%)
Value$256.2K (+$2.2K)
Filed 2026-10-19
Glass Jacobson Investment Advisors llc
DECREASED
Shares591 from 646
Change-55 (-9%)
Value$254.0K (-$21.3K)
Filed 2026-10-26
Mascagni Wealth Management, Inc.
INCREASED
Shares591 from 581
Change+10 (+2%)
Value$254.0K (+$6.4K)
Filed 2026-10-23
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED
Shares590 from 590
Change0 (0%)
Value$253.5K (+$2.1K)
Filed 2026-10-28
Lantz Financial LLC
DECREASED
Shares588 from 830
Change-242 (-29%)
Value$252.7K (-$101.0K)
Filed 2026-10-15
Private Client Services, LLC
INCREASED
Shares587 from 578
Change+9 (+2%)
Value$252.2K (+$5.9K)
Filed 2026-10-02
Carolina Wealth Management Inc
UNCHANGED
Shares586 from 586
Change0 (0%)
Value$251.8K (+$2.1K)
Filed 2026-10-29
Ridgeline Wealth, LLC
UNCHANGED
Shares583 from 583
Change0 (0%)
Value$249.5K (+$1.3K)
Filed 2026-10-14
Warren Street Wealth Advisors, LLC
DECREASED
Shares581 from 599
Change-18 (-3%)
Value$249.7K (-$5.6K)
Filed 2026-11-04
CenterStar Asset Management, LLC
NEW
Shares580
Change+580
Value$250.5K
Filed 2026-10-09
Financial Solutions Advisory Group, Inc.
DECREASED
Shares576 from 796
Change-220 (-28%)
Value$225.4K (-$97.7K)
Filed 2026-10-28
Elser Financial Planning, Inc
INCREASED
Shares575 from 569
Change+6 (+1%)
Value$247.1K (+$4.6K)
Filed 2026-10-16
MinichMacGregor Wealth Management, LLC
INCREASED
Shares574 from 541
Change+33 (+6%)
Value$247.0K (+$16.1K)
Filed 2026-10-14
Smith Thornton Advisors LLC
INCREASED
Shares574 from 565
Change+9 (+2%)
Value$246.7K (+$19.0K)
Filed 2026-10-16
Human Investing LLC
INCREASED
Shares571 from 490
Change+81 (+17%)
Value$245.2K (+$36.6K)
Filed 2026-10-19
State of Wyoming
DECREASED
Shares570 from 803
Change-233 (-29%)
Value$244.9K (-$97.2K)
Filed 2026-10-28
Avion Wealth
DECREASED
Shares570 from 587
Change-17 (-3%)
Value$244 (-$6)
Filed 2026-11-04
Fell Capital Management
DECREASED
Shares570 from 585
Change-15 (-3%)
Value$244.9K (-$4.3K)
Filed 2026-10-09
Cape Investment Advisory, Inc.
UNCHANGED
Shares567 from 567
Change0 (0%)
Value$243.6K (+$2.0K)
Filed 2026-10-13
TCI Wealth Advisors, Inc.
INCREASED
Shares565 from 530
Change+35 (+7%)
Value$242.8K (+$16.9K)
Filed 2026-10-30
Cypress Wealth Services, LLC
INCREASED
Shares565 from 562
Change+3 (+1%)
Value$251.5K (+$12.0K)
Filed 2026-10-21
Hollow Brook Wealth Management LLC
UNCHANGED
Shares565 from 565
Change0 (0%)
Value$242.8K (+$2.0K)
Filed 2026-10-29
Meredith Wealth Planning
INCREASED
Shares564 from 561
Change+3 (+1%)
Value$242.4K (+$3.3K)
Filed 2026-10-14
Summa Corp.
NEW
Shares562
Change+562
Value$241.5K
Filed 2026-10-30
Brown, Lisle Ings, Inc.
DECREASED
Shares562 from 576
Change-14 (-2%)
Value$241.5K (-$3.9K)
Filed 2026-10-16
Trust Co of the South
INCREASED
Shares561 from 533
Change+28 (+5%)
Value$241.1K (+$13.9K)
Filed 2026-10-21
Iams Wealth Management, LLC
NEW
Shares559
Change+559
Value$240.2K
Filed 2026-10-15
Oarsman Capital, Inc.
INCREASED
Shares559 from 556
Change+3 (+1%)
Value$240.2K (+$3.3K)
Filed 2026-11-05
Uptick Partners, LLC
INCREASED
Shares558 from 546
Change+12 (+2%)
Value$239.7K (+$7.1K)
Filed 2026-11-04
Exchange Bank
DECREASED
Shares557 from 562
Change-5 (-1%)
Value$239.3K (-$133)
Filed 2026-10-07
Stokes Capital Advisors, LLC
UNCHANGED
Shares556 from 556
Change0 (0%)
Value$238.9K (+$2.0K)
Filed 2026-10-09
Endeavor Private Wealth, Inc.
NEW
Shares553
Change+553
Value$237.5K
Filed 2026-11-05
Allied Investment Advisors, LLC
INCREASED
Shares553 from 491
Change+62 (+13%)
Value$237.6K (+$28.4K)
Filed 2026-10-13
ASL Financial, LLC
UNCHANGED
Shares551 from 551
Change0 (0%)
Value$236.8K (+$2.0K)
Filed 2026-10-15
Haven Private, LLC
UNCHANGED
Shares551 from 551
Change0 (0%)
Value$236.8K (+$2.0K)
Filed 2026-10-27
Baldwin Wealth Partners LLC
DECREASED
Shares550 from 588
Change-38 (-6%)
Value$236.3K (-$14.2K)
Filed 2026-10-13
Clay Northam Wealth Management, LLC
UNCHANGED
Shares550 from 550
Change0 (0%)
Value$236.3K (+$2.0K)
Filed 2026-10-13
Clear Wave Wealth Management LLC
INCREASED
Shares548 from 521
Change+27 (+5%)
Value$235.5K (+$13.5K)
Filed 2026-11-04
Marion Wealth Management
UNCHANGED
Shares547 from 547
Change0 (0%)
Value$235.1K (+$2.0K)
Filed 2026-10-22
Wealth Preservation Advisors, LLC
NEW
Shares545
Change+545
Value$234.2K
Filed 2026-11-05
Howard Financial Services, Ltd.
NEW
Shares544
Change+544
Value$233.8K
Filed 2026-10-15
Plante Moran Financial Advisors, LLC
INCREASED
Shares543 from 542
Change+1 (+0%)
Value$233.4K (+$2.4K)
Filed 2026-11-04
West Branch Capital LLC
DECREASED
Shares542 from 553
Change-11 (-2%)
Value$232.9K (-$2.7K)
Filed 2026-10-20
Sound Income Strategies, LLC
INCREASED
Shares541 from 538
Change+3 (+1%)
Value$229.6K (+$212)
Filed 2026-10-09
First Fiduciary Investment Counsel, Inc.
UNCHANGED
Shares540 from 540
Change0 (0%)
Value$232 (+$2)
Filed 2026-10-27
Orca Wealth Management, LLC
DECREASED
Shares539 from 546
Change-7 (-1%)
Value$231.6K (-$1.2K)
Filed 2026-10-14
O'Brien Greene & Co. Inc
UNCHANGED
Shares539 from 539
Change0 (0%)
Value$231.6K (+$1.9K)
Filed 2026-11-05
RS Crum Inc.
UNCHANGED
Shares539 from 539
Change0 (0%)
Value$231.6K (+$1.9K)
Filed 2026-10-19
Veery Capital, LLC
UNCHANGED
Shares539 from 539
Change0 (0%)
Value$231.6K (+$1.9K)
Filed 2026-10-07
Smith Chas P & Associates PA Cpas
DECREASED
Shares537 from 545
Change-8 (-1%)
Value$210.2K (-$22.1K)
Filed 2026-10-22
Princeton Capital Management LLC
UNCHANGED
Shares537 from 537
Change0 (0%)
Value$230.8K (+$1.9K)
Filed 2026-10-27
Old Port Advisors
DECREASED
Shares534 from 629
Change-95 (-15%)
Value$229.5K (-$38.6K)
Filed 2026-10-23
Mitchell Sinkler & Starr
NEW
Shares533
Change+533
Value$229.0K
Filed 2026-10-13
Cherry Creek Investment Advisors, Inc.
DECREASED
Shares533 from 1,033
Change-500 (-48%)
Value$229.0K (-$211.1K)
Filed 2026-10-14
Texas Bank & Trust Co
UNCHANGED
Shares533 from 533
Change0 (0%)
Value$229.0K (+$1.9K)
Filed 2026-11-04
WMG Financial Advisors, LLC
UNCHANGED
Shares532 from 532
Change0 (0%)
Value$226.7K ($0)
Filed 2026-10-28
Sapient Capital LLC
INCREASED
Shares531 from 511
Change+20 (+4%)
Value$228.2K (+$10.4K)
Filed 2026-10-08
Traveka Wealth, LLC
DECREASED
Shares530 from 540
Change-10 (-2%)
Value$227.7K (-$2.4K)
Filed 2026-10-19
Baron Wealth Management LLC
NEW
Shares529
Change+529
Value$227.5K
Filed 2026-10-27
Warwick Investment Management, Inc.
NEW
Shares529
Change+529
Value$227.3K
Filed 2026-10-19
Union Savings Bank
INCREASED
Shares528 from 403
Change+125 (+31%)
Value$226.9K (+$55.2K)
Filed 2026-10-14
Global Wealth Management Investment Advisory, Inc.
DECREASED
Shares527 from 528
Change-1 (0%)
Value$226.7K (+$1.6K)
Filed 2026-11-04
C2c Wealth Management, LLC
UNCHANGED
Shares527 from 527
Change0 (0%)
Value$226.5K (+$1.9K)
Filed 2026-10-20
Finivi Inc.
DECREASED
Shares526 from 670
Change-144 (-21%)
Value$226.0K (-$59.5K)
Filed 2026-10-13
Westside Investment Management, Inc.
UNCHANGED
Shares526 from 526
Change0 (0%)
Value$228.2K (+$4.1K)
Filed 2026-11-02
Sunburst Financial Group, LLC
UNCHANGED
Shares524 from 524
Change0 (0%)
Value$225.2K (+$1.9K)
Filed 2026-10-09
Millennium Capital Advisors, LLC
UNCHANGED
Shares523 from 523
Change0 (0%)
Value$224.7K (+$1.9K)
Filed 2026-10-16
Axiom Investment Management LLC
INCREASED
Shares520 from 450
Change+70 (+16%)
Value$223.5K (+$31.7K)
Filed 2026-11-03
Rakuten Securities, Inc.
DECREASED
Shares520 from 564
Change-44 (-8%)
Value$223.4K (-$16.9K)
Filed 2026-11-02
Global Assets Advisory, LLC
DECREASED
Shares520 from 522
Change-2 (0%)
Value$227.5K (+$10.2K)
Filed 2026-10-28
Huntleigh Advisors, Inc.
UNCHANGED
Shares520 from 520
Change0 (0%)
Value$223.4K (+$1.9K)
Filed 2026-11-03
Hibernia Wealth Partners, LLC
NEW
Shares518
Change+518
Value$222.4K
Filed 2026-10-29
NTV Asset Management LLC
UNCHANGED
Shares516 from 516
Change0 (0%)
Value$221.7K (+$1.9K)
Filed 2026-10-23
Gleason Group, Inc.
INCREASED
Shares515 from 514
Change+1 (+0%)
Value$221.4K (+$2.4K)
Filed 2026-10-15
Maple Capital Management, Inc.
INCREASED
Shares514 from 470
Change+44 (+9%)
Value$220.9K (+$20.6K)
Filed 2026-11-02
August Group Capital Ltd
INCREASED
Shares514 from 510
Change+4 (+1%)
Value$220.9K (+$3.6K)
Filed 2026-10-14
Arwa LLC
DECREASED
Shares513 from 680
Change-167 (-25%)
Value$219.7K (-$49.9K)
Filed 2026-10-21
Financial Management Professionals, Inc.
INCREASED
Shares511 from 483
Change+28 (+6%)
Value$219.6K (+$13.8K)
Filed 2026-10-23
Defined Wealth Management, LLC
INCREASED
Shares511 from 508
Change+3 (+1%)
Value$219.6K (+$3.1K)
Filed 2026-10-19
GR Financial Group, LLC
NEW
Shares510
Change+510
Value$219.3K
Filed 2026-10-27
Barrett & Company, Inc.
DECREASED
Shares508 from 568
Change-60 (-11%)
Value$218.3K (-$23.7K)
Filed 2026-10-22
L. Roy Papp & Associates, LLP
INCREASED
Shares506 from 486
Change+20 (+4%)
Value$217.4K (+$10.3K)
Filed 2026-10-21
United Advisor Group, LLC
NEW
Shares501
Change+501
Value$215.3K
Filed 2026-11-03
Curran Financial Partners, LLC
NEW
Shares500
Change+500
Value$214.9K
Filed 2026-11-04
Stonekeep Investments, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$214.9K (+$214.6K)
Filed 2026-10-15
bLong Financial, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$214.9K (+$1.8K)
Filed 2026-10-29
FCG Investment Co
NEW
Shares499
Change+499
Value$214.4K
Filed 2026-10-13
Phillips Financial Management, LLC
INCREASED
Shares498 from 493
Change+5 (+1%)
Value$214.0K (+$3.9K)
Filed 2026-10-19
Fonville Wealth Management LLC
NEW
Shares497
Change+497
Value$213.6K
Filed 2026-10-28
1834 Investment Advisors Co
NEW
Shares496
Change+496
Value$213.1K
Filed 2026-10-16
Mascoma Wealth Management LLC
INCREASED
Shares496 from 296
Change+200 (+68%)
Value$213.1K (+$87.0K)
Filed 2026-10-23
Cherrydale Wealth Management, LLC
INCREASED
Shares496 from 493
Change+3 (+1%)
Value$213.4K (+$3.2K)
Filed 2026-10-20
Rydar Equities, Inc.
NEW
Shares495
Change+495
Value$213.5K
Filed 2026-10-13
Fifth Third Securities, Inc.
NEW
Shares495
Change+495
Value$213.0K
Filed 2026-10-21
Harold Davidson & Associates Inc.
DECREASED
Shares495 from 505
Change-10 (-2%)
Value$212.7K (-$2.5K)
Filed 2026-10-29
Tounjian Advisory Partners, LLC
DECREASED
Shares492 from 881
Change-389 (-44%)
Value$211.3K (-$164.3K)
Filed 2026-11-04
Arlington Trust Co LLC
INCREASED
Shares491 from 254
Change+237 (+93%)
Value$211.0K (+$102.8K)
Filed 2026-10-20
Investment Partners Asset Management, Inc.
UNCHANGED
Shares489 from 489
Change0 (0%)
Value$210.1K (+$1.8K)
Filed 2026-10-09
McKinley Carter Wealth Services, Inc.
INCREASED
Shares488 from 478
Change+10 (+2%)
Value$209.7K (+$6.0K)
Filed 2026-10-16
GEM Asset Management, LLC
UNCHANGED
Shares488 from 488
Change0 (0%)
Value$209.7K (+$1.8K)
Filed 2026-10-13
XXI Wealth, LLC
NEW
Shares487
Change+487
Value$209.3K
Filed 2026-10-22
Segment Wealth Management, LLC
NEW
Shares487
Change+487
Value$209.3K
Filed 2026-10-26
Burton Enright Welch
NEW
Shares487
Change+487
Value$209.3K
Filed 2026-11-04
Birch Financial Group, LLC
UNCHANGED
Shares485 from 485
Change0 (0%)
Value$208.4K (+$1.7K)
Filed 2026-10-27
Commonwealth Retirement Investments LLC
UNCHANGED
Shares485 from 485
Change0 (0%)
Value$208.4K (+$1.7K)
Filed 2026-10-26
CRA Financial Services, LLC
INCREASED
Shares481 from 457
Change+24 (+5%)
Value$206.6K (+$11.8K)
Filed 2026-10-16
Manske Wealth Management
UNCHANGED
Shares481 from 481
Change0 (0%)
Value$206.7K (+$1.7K)
Filed 2026-10-26
Cottage Street Advisors LLC
DECREASED
Shares479 from 542
Change-63 (-12%)
Value$205.8K (-$25.1K)
Filed 2026-10-19
Ridgecrest Wealth Partners, LLC
UNCHANGED
Shares478 from 478
Change0 (0%)
Value$205.4K (+$1.7K)
Filed 2026-10-19
First Heartland Consultants, Inc.
NEW
Shares477
Change+477
Value$204.7K
Filed 2026-10-08
World Equity Group, Inc.
DECREASED
Shares476 from 4,357
Change-3,881 (-89%)
Value$204.5K (-$1.7M)
Filed 2026-10-14
Alessandra Capital Management, LLC
DECREASED
Shares475 from 500
Change-25 (-5%)
Value$204.1K (-$8.9K)
Filed 2026-10-30
Flywheel Private Wealth LLC
INCREASED
Shares475 from 474
Change+1 (+0%)
Value$204.1K (+$1.7K)
Filed 2026-11-02
Private Wealth Management Group, LLC
UNCHANGED
Shares474 from 474
Change0 (0%)
Value$203.7K (+$1.7K)
Filed 2026-10-19
Jm2 Capital Inc.
UNCHANGED
Shares473 from 473
Change0 (0%)
Value$203.3K (+$1.7K)
Filed 2026-10-14
Oak Grove Capital LLC
NEW
Shares472
Change+472
Value$202.8K
Filed 2026-10-09
Refined Wealth Management
DECREASED
Shares472 from 574
Change-102 (-18%)
Value$202.8K (-$41.8K)
Filed 2026-10-13
Winthrop Advisory Group LLC
DECREASED
Shares471 from 493
Change-22 (-4%)
Value$202.2K (-$8.0K)
Filed 2026-10-22
Thompson Siegel & Walmsley LLC
DECREASED
Shares468 from 470
Change-2 (0%)
Value$201 (+$1)
Filed 2026-11-05
Asset One Wealth Management LLC
NEW
Shares467
Change+467
Value$200.7K
Filed 2026-11-02
Kelly Financial Services LLC
DECREASED
Shares467 from 520
Change-53 (-10%)
Value$200.9K (-$20.8K)
Filed 2026-10-20
San Luis Wealth Advisors LLC
NEW
Shares466
Change+466
Value$200.5K
Filed 2026-10-27
Wilkerson Advisory Group LLC
INCREASED
Shares465 from 455
Change+10 (+2%)
Value$199.8K (+$5.9K)
Filed 2026-10-20
Archer Investment Corp
INCREASED
Shares463 from 83
Change+380 (+458%)
Value$199.1K (+$163.6K)
Filed 2026-11-05
Bfsg, LLC
DECREASED
Shares453 from 478
Change-25 (-5%)
Value$194.7K (-$9.0K)
Filed 2026-10-30
Physician Wealth Advisors, Inc.
INCREASED
Shares447 from 394
Change+53 (+13%)
Value$192.1K (+$24.2K)
Filed 2026-10-20
Essential Investment Partners LLC
UNCHANGED
Shares440 from 440
Change0 (0%)
Value$189.1K (+$1.6K)
Filed 2026-10-27
Silver Grove Financial Group, Inc.
INCREASED
Shares434 from 425
Change+9 (+2%)
Value$186.5K (+$5.4K)
Filed 2026-11-05
McCarley & Cook Financial Planners
INCREASED
Shares432 from 429
Change+3 (+1%)
Value$185.6K (+$2.8K)
Filed 2026-10-21
Adirondack Trust Co
INCREASED
Shares427 from 408
Change+19 (+5%)
Value$183.5K (+$9.6K)
Filed 2026-10-14
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
NEW
Shares423
Change+423
Value$181.8K
Filed 2026-11-06
Clean Yield Group
UNCHANGED
Shares423 from 423
Change0 (0%)
Value$181.8K (+$1.5K)
Filed 2026-10-28
Bell Investment Advisors, Inc
INCREASED
Shares417 from 256
Change+161 (+63%)
Value$179.2K (+$70.1K)
Filed 2026-10-29
Deseret Mutual Benefit Administrators
DECREASED
Shares416 from 438
Change-22 (-5%)
Value$178.8K (-$7.9K)
Filed 2026-11-04
Albion Financial Group
INCREASED
Shares413 from 11
Change+402 (+3655%)
Value$177.5K (+$172.8K)
Filed 2026-10-21
Peoples Financial Services Corp.
UNCHANGED
Shares410 from 410
Change0 (0%)
Value$176.2K (+$1.5K)
Filed 2026-10-20
Meriwether Wealth & Planning, LLC
NEW
Shares407
Change+407
Value$174.9K
Filed 2026-10-13
First Premier Bank
UNCHANGED
Shares406 from 406
Change0 (0%)
Value$174 (+$1)
Filed 2026-10-13
Gladstone Capital Management LLP
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$171.9K (+$1.4K)
Filed 2026-11-06
SJS Investment Consulting Inc.
INCREASED
Shares392 from 332
Change+60 (+18%)
Value$168.4K (+$27.0K)
Filed 2026-10-26
Fortitude Family Office, LLC
DECREASED
Shares390 from 410
Change-20 (-5%)
Value$167.6K (-$7.1K)
Filed 2026-10-14
Kimelman & Baird, LLC
UNCHANGED
Shares387 from 387
Change0 (0%)
Value$166.3K (+$1.4K)
Filed 2026-11-03
Costello Asset Management, Inc
DECREASED
Shares370 from 390
Change-20 (-5%)
Value$159.0K (-$7.2K)
Filed 2026-10-30
Holos Integrated Wealth LLC
INCREASED
Shares363 from 325
Change+38 (+12%)
Value$142.1K (+$13.5K)
Filed 2026-10-23
IFS Advisors, LLC
NEW
Shares348
Change+348
Value$149.7K
Filed 2026-10-14
Clayton Financial Group LLC
NEW
Shares341
Change+341
Value$146.5K
Filed 2026-10-13
Vaquero Private Wealth, LTD
DECREASED
Shares337 from 523
Change-186 (-36%)
Value$144.8K (-$78.0K)
Filed 2026-10-27
Armstrong Advisory Group, Inc
UNCHANGED
Shares333 from 333
Change0 (0%)
Value$143.1K (+$1.2K)
Filed 2026-10-09
Wolff Wiese Magana LLC
INCREASED
Shares332 from 284
Change+48 (+17%)
Value$142.7K (+$21.6K)
Filed 2026-10-15
Kozak & Associates, Inc.
UNCHANGED
Shares330 from 330
Change0 (0%)
Value$129.7K (-$6.4K)
Filed 2026-10-29
Regents Gate Capital LLP
DECREASED
Shares329 from 3,536
Change-3,207 (-91%)
Value$141.4K (-$1.4M)
Filed 2026-11-03
MV Capital Management, Inc.
INCREASED
Shares324 from 321
Change+3 (+1%)
Value$139.2K (+$2.4K)
Filed 2026-10-29
Blue Bell Private Wealth Management, LLC
INCREASED
Shares321 from 250
Change+71 (+28%)
Value$137.9K (+$31.4K)
Filed 2026-10-29
Curat Global, LLC
UNCHANGED
Shares316 from 316
Change0 (0%)
Value$135.8K (+$1.1K)
Filed 2026-10-26
Elevated Capital Advisors, LLC
DECREASED
Shares314 from 325
Change-11 (-3%)
Value$134.9K (-$3.6K)
Filed 2026-11-04
Nova Financial LLC
NEW
Shares311
Change+311
Value$133.6K
Filed 2026-11-04
Toth Financial Advisory Corp
INCREASED
Shares310 from 186
Change+124 (+67%)
Value$133.2K (+$54.0K)
Filed 2026-10-08
Reyes Financial Architecture, Inc.
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$128.9K (+$1.1K)
Filed 2026-10-22
Compass Financial Management LLC
NEW
Shares299
Change+299
Value$128.5K
Filed 2026-10-30
RHL Group, LLC
UNCHANGED
Shares285 from 285
Change0 (0%)
Value$122.5K (+$1.1K)
Filed 2026-11-04
Cranbrook Wealth Management, LLC
DECREASED
Shares281 from 285
Change-4 (-1%)
Value$120.6K (-$887)
Filed 2026-10-28
Piscataqua Savings Bank
DECREASED
Shares277 from 330
Change-53 (-16%)
Value$119.0K (-$21.6K)
Filed 2026-10-21
Bank & Trust Co
UNCHANGED
Shares274 from 274
Change0 (0%)
Value$117.7K (+$984)
Filed 2026-10-07
Fairscale Capital, LLC
INCREASED
Shares271 from 247
Change+24 (+10%)
Value$100.3K (-$5.0K)
Filed 2026-11-04
Salomon & Ludwin, LLC
UNCHANGED
Shares270 from 270
Change0 (0%)
Value$116.0K (+$4.7K)
Filed 2026-10-29
General Partner, Inc.
UNCHANGED
Shares264 from 264
Change0 (0%)
Value$113.4K (+$947)
Filed 2026-10-05
Horrell Capital Management, Inc.
NEW
Shares261
Change+261
Value$112.2K
Filed 2026-10-08
Smallwood Wealth Investment Management, LLC
INCREASED
Shares251 from 250
Change+1 (+0%)
Value$107.9K (+$1.3K)
Filed 2026-10-30
Flagship Wealth Advisors, LLC
INCREASED
Shares245 from 195
Change+50 (+26%)
Value$105.3K (+$22.2K)
Filed 2026-11-03
Essential Partners LLC
UNCHANGED
Shares245 from 245
Change0 (0%)
Value$105.3K (+$880)
Filed 2026-10-14
Wealth Enhancement Trust Services, Inc.
UNCHANGED
Shares242 from 242
Change0 (0%)
Value$104.0K (+$869)
Filed 2026-10-07
University of Texas S AM Investment Management Co
DECREASED
Shares237 from 248
Change-11 (-4%)
Value$101.8K (-$3.8K)
Filed 2026-11-03
Kentucky Trust Co
UNCHANGED
Shares230 from 230
Change0 (0%)
Value$98.8K (+$825)
Filed 2026-10-15
City Holding Co
INCREASED
Shares229 from 206
Change+23 (+11%)
Value$98.4K (+$10.6K)
Filed 2026-10-19
Centerpoint Advisors, LLC
UNCHANGED
Shares226 from 226
Change0 (0%)
Value$97 (+$1)
Filed 2026-11-05
Syntax Research, Inc.
UNCHANGED
Shares225 from 225
Change0 (0%)
Value$96.7K (+$808)
Filed 2026-11-04
Financial Consulate, Inc
INCREASED
Shares208 from 206
Change+2 (+1%)
Value$89.4K (+$1.6K)
Filed 2026-10-23
Lodestone Wealth Management LLC
DECREASED
Shares205 from 270
Change-65 (-24%)
Value$88.1K (-$27.0K)
Filed 2026-10-14
Montgomery Financial Services LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$85.9K (+$718)
Filed 2026-11-03
GGM Financial LLC
INCREASED
Shares195 from 174
Change+21 (+12%)
Value$83.9K (+$9.7K)
Filed 2026-11-05
Vima LLC
UNCHANGED
Shares188 from 188
Change0 (0%)
Value$80.8K (+$674)
Filed 2026-10-23
Valued Wealth Advisors LLC
DECREASED
Shares184 from 187
Change-3 (-2%)
Value$79.1K (-$618)
Filed 2026-11-05
City State Bank
INCREASED
Shares172 from 124
Change+48 (+39%)
Value$73.9K (+$21.1K)
Filed 2026-10-20
GK Wealth Management LLC
NEW
Shares168
Change+168
Value$72.2K
Filed 2026-10-09
New England Capital Financial Advisors LLC
UNCHANGED
Shares167 from 167
Change0 (0%)
Value$71.8K (+$599)
Filed 2026-11-03
Markowski Investments
INCREASED
Shares166 from 51
Change+115 (+225%)
Value$71.3K (+$49.7K)
Filed 2026-10-30
Moisand Fitzgerald Tamayo, LLC
INCREASED
Shares157 from 134
Change+23 (+17%)
Value$67.5K (+$10.4K)
Filed 2026-10-15
Northstar Asset Management Co
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$59.1K (-$1.5K)
Filed 2026-10-22
Ascentis Wealth Management, LLC
INCREASED
Shares149 from 95
Change+54 (+57%)
Value$64.0K (+$23.5K)
Filed 2026-11-03
Proathlete Wealth Management LLC
NEW
Shares147
Change+147
Value$63.2K
Filed 2026-10-15
Financial Perspectives, Inc
UNCHANGED
Shares147 from 147
Change0 (0%)
Value$63.2K (+$554)
Filed 2026-11-03
DT Investment Partners, LLC
INCREASED
Shares146 from 71
Change+75 (+106%)
Value$62.7K (+$32.5K)
Filed 2026-10-27
Creative Capital Management Investments LLC
INCREASED
Shares146 from 126
Change+20 (+16%)
Value$62.7K (+$9.0K)
Filed 2026-10-28
WPG Advisers, LLC
INCREASED
Shares142 from 124
Change+18 (+15%)
Value$61.0K (+$8.2K)
Filed 2026-10-27
Ares Financial Consulting, LLC
DECREASED
Shares139 from 140
Change-1 (-1%)
Value$59.7K (+$104)
Filed 2026-10-19
Abound Wealth Management
INCREASED
Shares134 from 132
Change+2 (+2%)
Value$57.7K (+$1.3K)
Filed 2026-10-26
William Mack & Associates, Inc.
NEW
Shares131
Change+131
Value$56.3K
Filed 2026-10-27
First Financial Corp
DECREASED
Shares130 from 145
Change-15 (-10%)
Value$55.9K (-$5.9K)
Filed 2026-10-13
Redwood Park Advisors LLC
INCREASED
Shares126 from 111
Change+15 (+14%)
Value$54.1K (+$6.8K)
Filed 2026-11-02
Tradewinds Capital Management, LLC
INCREASED
Shares122 from 113
Change+9 (+8%)
Value$52.4K (+$4.3K)
Filed 2026-10-23
Triumph Capital Management
INCREASED
Shares121 from 72
Change+49 (+68%)
Value$52.0K (+$21.3K)
Filed 2026-10-14
Goodman Advisory Group, LLC
DECREASED
Shares118 from 682
Change-564 (-83%)
Value$50.7K (-$239.9K)
Filed 2026-11-02
Sarver Vrooman Wealth Advisors
NEW
Shares115
Change+115
Value$49.4K
Filed 2026-10-01
Financial Network Wealth Advisors LLC
DECREASED
Shares115 from 118
Change-3 (-3%)
Value$49.4K (-$865)
Filed 2026-10-28
High Note Wealth, LLC
INCREASED
Shares112 from 64
Change+48 (+75%)
Value$48.1K (+$20.9K)
Filed 2026-10-27
West Financial Advisors, LLC
UNCHANGED
Shares107 from 107
Change0 (0%)
Value$46.0K (+$384)
Filed 2026-10-22
True Wealth Design, LLC
INCREASED
Shares105 from 73
Change+32 (+44%)
Value$45.1K (+$14.0K)
Filed 2026-10-13
Jnba Financial Advisors
INCREASED
Shares105 from 85
Change+20 (+24%)
Value$45.1K (+$8.9K)
Filed 2026-11-03
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares102 from 102
Change0 (0%)
Value$44.0K (+$461)
Filed 2026-11-02
Next Level Wealth Planning, LLC
NEW
Shares100
Change+100
Value$43.0K
Filed 2026-10-29
SBK Financial, Inc.
DECREASED
Shares100 from 200
Change-100 (-50%)
Value$43.0K (-$42.3K)
Filed 2026-11-02
Vermillion Wealth Management, Inc.
DECREASED
Shares100 from 113
Change-13 (-11%)
Value$43.0K (-$5.2K)
Filed 2026-10-26
Main Street Group, LTD
DECREASED
Shares100 from 105
Change-5 (-5%)
Value$43.0K (-$1.8K)
Filed 2026-10-28
Investment Research & Advisory Group, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$44.7K (+$374)
Filed 2026-10-19
MB, Levis & Associates, LLC
UNCHANGED
Shares98 from 98
Change0 (0%)
Value$42.1K (+$352)
Filed 2026-10-16
Torren Management, LLC
UNCHANGED
Shares95 from 95
Change0 (0%)
Value$40.9K (+$354)
Filed 2026-10-29
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares94 from 94
Change0 (0%)
Value$40.4K (+$337)
Filed 2026-10-16
Bare Financial Services, Inc
INCREASED
Shares93 from 84
Change+9 (+11%)
Value$40.0K (+$4.2K)
Filed 2026-11-04
Balance Wealth Partners LLC
NEW
Shares89
Change+89
Value$38.2K
Filed 2026-10-27
Horizon Financial Services, LLC
UNCHANGED
Shares86 from 86
Change0 (0%)
Value$37.0K (+$309)
Filed 2026-11-04
Dorato Capital Management
UNCHANGED
Shares84 from 84
Change0 (0%)
Value$36.2K (+$2.0K)
Filed 2026-10-08
Steph & Co
DECREASED
Shares82 from 712
Change-630 (-88%)
Value$35.2K (-$268.2K)
Filed 2026-10-07
Downshift Financial, LLC
UNCHANGED
Shares81 from 81
Change0 (0%)
Value$34.8K (+$291)
Filed 2026-10-13
North Point Portfolio Managers Corp
NEW
Shares80
Change+80
Value$34.4K
Filed 2026-10-07
CKW Financial Group
INCREASED
Shares77 from 4
Change+73 (+1825%)
Value$34 (+$32)
Filed 2026-10-29
Evolution Wealth Management Inc.
DECREASED
Shares75 from 386
Change-311 (-81%)
Value$32.2K (-$132.3K)
Filed 2026-10-28
Peterson Wealth Management
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$32.2K (+$269)
Filed 2026-11-06
Covestor Ltd
UNCHANGED
Shares71 from 71
Change0 (0%)
Value$31 (+$1)
Filed 2026-10-30
Buck Wealth Strategies, LLC
DECREASED
Shares69 from 80
Change-11 (-14%)
Value$29.7K (-$4.4K)
Filed 2026-10-28
Essex Investment Management Co LLC
UNCHANGED
Shares66 from 66
Change0 (0%)
Value$28.4K (+$237)
Filed 2026-10-19
Hager Investment Management Services, LLC
UNCHANGED
Shares65 from 65
Change0 (0%)
Value$27.9K (+$233)
Filed 2026-11-04
Marquette Asset Management, LLC
UNCHANGED
Shares65 from 65
Change0 (0%)
Value$27.9K (+$234)
Filed 2026-10-09
DecisionPoint Financial, LLC
INCREASED
Shares62 from 61
Change+1 (+2%)
Value$27.1K (+$2.0K)
Filed 2026-10-27
Phillip James Consulting Co.
UNCHANGED
Shares61 from 61
Change0 (0%)
Value$26.2K (+$219)
Filed 2026-11-03
Gold Investment Management Ltd.
UNCHANGED
Shares59 from 59
Change0 (0%)
Value$25.4K (+$212)
Filed 2026-10-19
Aspect Partners, LLC
UNCHANGED
Shares58 from 58
Change0 (0%)
Value$24.9K (+$209)
Filed 2026-10-20
Fairway Wealth LLC
INCREASED
Shares56 from 39
Change+17 (+44%)
Value$24.1K (+$7.4K)
Filed 2026-10-30
IMG Wealth Management, Inc.
INCREASED
Shares56 from 41
Change+15 (+37%)
Value$24.1K (+$6.6K)
Filed 2026-10-27
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares56 from 56
Change0 (0%)
Value$24.1K (+$201)
Filed 2026-11-02
Bay Harbor Wealth Management, LLC
INCREASED
Shares55 from 47
Change+8 (+17%)
Value$23.6K (+$3.6K)
Filed 2026-11-03
Valley Wealth Managers, Inc.
UNCHANGED
Shares54 from 54
Change0 (0%)
Value$23.2K (+$194)
Filed 2026-10-09
Hughes Financial Services, LLC
DECREASED
Shares53 from 56
Change-3 (-5%)
Value$20.9K (-$3.0K)
Filed 2026-10-30
Pacifica Partners Inc.
UNCHANGED
Shares52 from 52
Change0 (0%)
Value$22.7K (+$2.0K)
Filed 2026-10-09
Monetary Solutions, Ltd
INCREASED
Shares51 from 50
Change+1 (+2%)
Value$21.9K (+$609)
Filed 2026-10-22
Horizons Wealth Management
NEW
Shares50
Change+50
Value$21.5K
Filed 2026-10-05
Carolina Wealth Advisors, LLC
INCREASED
Shares50 from 17
Change+33 (+194%)
Value$21.5K (+$14.2K)
Filed 2026-10-23
PFS Partners, LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$21.3K (+$178)
Filed 2026-10-21
Burk Holdings LLC
INCREASED
Shares49 from 30
Change+19 (+63%)
Value$21.1K (+$8.3K)
Filed 2026-11-05
Three Bridge Wealth Advisors, LLC
NEW
Shares47
Change+47
Value$20.2K
Filed 2026-11-05
American Capital Advisory, LLC
INCREASED
Shares46 from 43
Change+3 (+7%)
Value$19.8K (+$1.4K)
Filed 2026-10-28
Hoey Investments, Inc
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$19.3K (+$161)
Filed 2026-10-29
Noble Wealth Management PBC
INCREASED
Shares39 from 37
Change+2 (+5%)
Value$16.8K (+$993)
Filed 2026-10-01
Contravisory Investment Management, Inc.
NEW
Shares35
Change+35
Value$15.0K
Filed 2026-10-13
MJT & Associates Financial Advisory Group, Inc.
DECREASED
Shares35 from 50
Change-15 (-30%)
Value$15.0K (-$6.3K)
Filed 2026-10-07
Trust Co
INCREASED
Shares34 from 3
Change+31 (+1033%)
Value$14.6K (+$13.3K)
Filed 2026-10-09
Activest Wealth Management
INCREASED
Shares32 from 28
Change+4 (+14%)
Value$13.8K (+$1.8K)
Filed 2026-10-15
Tsfg, LLC
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$13 ($0)
Filed 2026-10-23
Retirement Wealth Solutions LLC
INCREASED
Shares30 from 15
Change+15 (+100%)
Value$12.9K (+$6.5K)
Filed 2026-10-07
Adkins Seale Capital Management LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$12.9K (+$107)
Filed 2026-10-27
Birchwood Financial Partners, Inc.
NEW
Shares29
Change+29
Value$12.5K
Filed 2026-11-02
Planning Strategies Inc.
INCREASED
Shares27 from 25
Change+2 (+8%)
Value$11.6K (+$949)
Filed 2026-10-02
Virginia Estate & Retirement Planning Advisors Inc.
NEW
Shares26
Change+26
Value$11.2K
Filed 2026-10-14
Cedar Mountain Advisors, LLC
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$11.2K (+$93)
Filed 2026-10-15
Hoese & Co LLP
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$11.2K (+$94)
Filed 2026-10-21
DeDora Capital, Inc.
NEW
Shares25
Change+25
Value$10.7K
Filed 2026-10-26
Byrne Asset Management LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$10.9K (+$279)
Filed 2026-10-06
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$10.7K (+$90)
Filed 2026-10-15
Chilton Capital Management LLC
DECREASED
Shares24 from 218
Change-194 (-89%)
Value$10.3K (-$82.6K)
Filed 2026-10-28
KFG LLC
NEW
Shares22
Change+22
Value$9.5K
Filed 2026-11-02
Navigoe, LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$8 ($0)
Filed 2026-11-04
United Financial Planning Group LLC
DECREASED
Shares17 from 30
Change-13 (-43%)
Value$7.3K (-$5.5K)
Filed 2026-11-04
Dynamic Wealth Strategies, LLC
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$7.3K (+$61)
Filed 2026-10-16
Lloyd Advisory Services, Llc.
INCREASED
Shares16 from 15
Change+1 (+7%)
Value$7.0K (+$544)
Filed 2026-11-02
Paladin Partners, LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$6.4K (+$54)
Filed 2026-10-06
Barnes Dennig Private Wealth Management LLC
INCREASED
Shares14 from 10
Change+4 (+40%)
Value$6.0K (+$1.8K)
Filed 2026-10-30
Sunrise Financial Services, LLC
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$6.0K (+$50)
Filed 2026-10-21
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares11 from 14
Change-3 (-21%)
Value$4.7K (-$1.4K)
Filed 2026-10-16
Fairman Group, LLC
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$4.7K (+$40)
Filed 2026-10-26
High Point Wealth Management, LLC
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$4.8K (+$53)
Filed 2026-11-05
Quaker Wealth Management, LLC
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$4.7K (+$39)
Filed 2026-10-22
Richardson Financial Services Inc.
DECREASED
Shares10 from 15
Change-5 (-33%)
Value$4.3K (-$2.1K)
Filed 2026-10-30
Prudent Man Investment Management, Inc.
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$4.3K (+$1.1K)
Filed 2026-11-03
Sfam, LLC
DECREASED
Shares9 from 86
Change-77 (-90%)
Value$4.0K (-$32.7K)
Filed 2026-11-03
Kingdom Financial Group Llc.
INCREASED
Shares9 from 2
Change+7 (+350%)
Value$3.9K (+$3.0K)
Filed 2026-11-04
Breakwater Investment Management
INCREASED
Shares9 from 5
Change+4 (+80%)
Value$3.9K (+$1.7K)
Filed 2026-10-20
PayPay Securities Corp
DECREASED
Shares9 from 11
Change-2 (-18%)
Value$3.9K (-$820)
Filed 2026-10-27
Mosley Wealth Management
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$3.6K (-$213)
Filed 2026-10-16
Maseco LLP
NEW
Shares8
Change+8
Value$3.4K
Filed 2026-10-27
Gilpin Wealth Management, LLC
NEW
Shares8
Change+8
Value$3.4K
Filed 2026-10-09
Laurel Wealth Advisors LLC
NEW
Shares6
Change+6
Value$2.6K
Filed 2026-10-27
One River Asset Management, LLC
NEW
Shares6
Change+6
Value$2.6K
Filed 2026-10-21
Pathway Financial Advisers, LLC
NEW
Shares5
Change+5
Value$2.1K
Filed 2026-10-27
Newton One Investments LLC
NEW
Shares5
Change+5
Value$2.1K
Filed 2026-10-14
Morton Brown Family Wealth, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$2.1K (+$18)
Filed 2026-10-23
Align Financial, LLC
NEW
Shares3
Change+3
Value$1.3K
Filed 2026-10-16
Fortis Group Advisors, LLC
NEW
Shares2
Change+2
Value$859
Filed 2026-11-06
3 Factor Indexing, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$860 (+$7)
Filed 2026-10-15
GoalVest Advisory LLC
NEW
Shares1
Change+1
Value$430
Filed 2026-10-02
Maryland Capital Advisors Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$430 (+$3)
Filed 2026-10-15
Weitzel Financial Services, Inc.
CLOSED
Shares0 from 50,790
Change-50,790 (-100%)
Value$0 (-$4.9M)
Filed 2026-10-16
Strategic Planning Group, LLC
CLOSED
Shares0 from 16,417
Change-16,417 (-100%)
Value$0 (-$7.0M)
Filed 2026-10-22
Financiere des Professionnels - Fonds d'investissement inc.
CLOSED
Shares0 from 10,631
Change-10,631 (-100%)
Value$0 (-$4.5M)
Filed 2026-11-03
TTP Investments, Inc.
CLOSED
Shares0 from 8,676
Change-8,676 (-100%)
Value$0 (-$3.7M)
Filed 2026-10-30
Peak Financial Advisors LLC
CLOSED
Shares0 from 7,968
Change-7,968 (-100%)
Value$0 (-$3.4M)
Filed 2026-10-28
Imc-Chicago, LLC
CLOSED
Shares0 from 7,661
Change-7,661 (-100%)
Value$0 (-$3.3M)
Filed 2026-11-05
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 7,549
Change-7,549 (-100%)
Value$0 (-$3.2M)
Filed 2026-11-03
Intact Investment Management Inc.
CLOSED
Shares0 from 7,000
Change-7,000 (-100%)
Value$0 (-$3.0M)
Filed 2026-11-03
Dmkc Advisory Services, LLC
CLOSED
Shares0 from 6,996
Change-6,996 (-100%)
Value$0 (-$3.0M)
Filed 2026-11-04
Albert D Mason Inc
CLOSED
Shares0 from 5,146
Change-5,146 (-100%)
Value$0 (-$2.2M)
Filed 2026-10-27
Wellington Shields & Co., LLC
CLOSED
Shares0 from 3,967
Change-3,967 (-100%)
Value$0 (-$1.7M)
Filed 2026-11-03
RD Finance Ltd
CLOSED
Shares0 from 3,770
Change-3,770 (-100%)
Value$0 (-$1.6K)
Filed 2026-10-26
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 3,149
Change-3,149 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-27
Sage Investment Advisers LLC
CLOSED
Shares0 from 2,770
Change-2,770 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-21
Johnson Financial Group, LLC
CLOSED
Shares0 from 2,520
Change-2,520 (-100%)
Value$0 (-$1.1M)
Filed 2026-11-03
Illinois Municipal Retirement Fund
CLOSED
Shares0 from 2,412
Change-2,412 (-100%)
Value$0 (-$1.0M)
Filed 2026-11-05
Whalen Wealth Management Inc.
CLOSED
Shares0 from 1,854
Change-1,854 (-100%)
Value$0 (-$790.0K)
Filed 2026-10-08
Jefferies Financial Group Inc.
CLOSED
Shares0 from 1,837
Change-1,837 (-100%)
Value$0 (-$782.8K)
Filed 2026-11-05
Meadowbrook Wealth Management, LLC
CLOSED
Shares0 from 1,825
Change-1,825 (-100%)
Value$0 (-$752.5K)
Filed 2026-10-08
New England Research & Management, Inc.
CLOSED
Shares0 from 1,770
Change-1,770 (-100%)
Value$0 (-$754.2K)
Filed 2026-10-16
Townsend & Associates, Inc
CLOSED
Shares0 from 1,466
Change-1,466 (-100%)
Value$0 (-$588.5K)
Filed 2026-10-23
Capstone Capital Management Ltd
CLOSED
Shares0 from 980
Change-980 (-100%)
Value$0 (-$417.6K)
Filed 2026-10-21
Sanchez Wealth Management Group
CLOSED
Shares0 from 948
Change-948 (-100%)
Value$0 (-$404.1K)
Filed 2026-11-02
Linscomb Wealth, Inc.
CLOSED
Shares0 from 864
Change-864 (-100%)
Value$0 (-$368.2K)
Filed 2026-11-05
Gratus Wealth Advisors, LLC
CLOSED
Shares0 from 794
Change-794 (-100%)
Value$0 (-$338.3K)
Filed 2026-10-26
A4 Wealth Advisors LLC
CLOSED
Shares0 from 793
Change-793 (-100%)
Value$0 (-$337.9K)
Filed 2026-10-20
Athena Wealth Management, LLC
CLOSED
Shares0 from 709
Change-709 (-100%)
Value$0 (-$302.3K)
Filed 2026-10-09
Brian LOW Financial Group, LLC
CLOSED
Shares0 from 655
Change-655 (-100%)
Value$0 (-$279.1K)
Filed 2026-10-28
Howard Bailey Securities, LLC
CLOSED
Shares0 from 650
Change-650 (-100%)
Value$0 (-$277.0K)
Filed 2026-10-27
Convergence Financial, LLC
CLOSED
Shares0 from 605
Change-605 (-100%)
Value$0 (-$257.7K)
Filed 2026-10-27
B.O.S.S. Retirement Advisors, LLC
CLOSED
Shares0 from 555
Change-555 (-100%)
Value$0 (-$236.5K)
Filed 2026-10-26
626 Financial, LLC
CLOSED
Shares0 from 545
Change-545 (-100%)
Value$0 (-$232.0K)
Filed 2026-11-04
Emerald Advisors, LLC
CLOSED
Shares0 from 530
Change-530 (-100%)
Value$0 (-$225.9K)
Filed 2026-10-13
Sightline Wealth Advisors, LLC
CLOSED
Shares0 from 485
Change-485 (-100%)
Value$0 (-$206.7K)
Filed 2026-10-21
Bayshore Asset Management, LLC
CLOSED
Shares0 from 484
Change-484 (-100%)
Value$0 (-$206.2K)
Filed 2026-11-03
New Covenant Trust Company, N.A.
CLOSED
Shares0 from 476
Change-476 (-100%)
Value$0 (-$202.8K)
Filed 2026-10-08
Summit Asset Management, LLC
CLOSED
Shares0 from 472
Change-472 (-100%)
Value$0 (-$201.1K)
Filed 2026-11-05
Cornerstone Planning Group LLC
CLOSED
Shares0 from 385
Change-385 (-100%)
Value$0 (-$156.7K)
Filed 2026-10-16
Solstein Capital, LLC
CLOSED
Shares0 from 227
Change-227 (-100%)
Value$0 (-$96.7K)
Filed 2026-11-02
Miller Global Investments, LLC
CLOSED
Shares0 from 216
Change-216 (-100%)
Value$0 (-$92.0K)
Filed 2026-10-02
LifeSteps Financial, Inc.
CLOSED
Shares0 from 115
Change-115 (-100%)
Value$0 (-$49.0K)
Filed 2026-10-15
Access Investment Management LLC
CLOSED
Shares0 from 55
Change-55 (-100%)
Value$0 (-$23.4K)
Filed 2026-10-23
Whipplewood Advisors, LLC
CLOSED
Shares0 from 19
Change-19 (-100%)
Value$0 (-$8.1K)
Filed 2026-10-20
Sims Investment Management, LLC
CLOSED
Shares0 from 15
Change-15 (-100%)
Value$0 (-$6.4K)
Filed 2026-10-13
Stone House Investment Management, LLC
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$4.3K)
Filed 2026-10-23
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 8
Change-8 (-100%)
Value$0 (-$3.4K)
Filed 2026-10-29
Fiduciary Advisors, Inc.
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 (-$2.6K)
Filed 2026-10-16
BlackRock, Inc.
N/A
Shares— from 30,675,945
Change-30,675,945 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 25,364,223
Change-25,364,223 (-100%)
Value—
State Street Corp
N/A
Shares— from 17,479,372
Change-17,479,372 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 16,785,110
Change-16,785,110 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 13,250,139
Change-13,250,139 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 11,076,048
Change-11,076,048 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 9,404,429
Change-9,404,429 (-100%)
Value—
Geode Capital Management, LLC
N/A
Shares— from 8,956,719
Change-8,956,719 (-100%)
Value—
FMR LLC
N/A
Shares— from 8,331,531
Change-8,331,531 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 6,827,266
Change-6,827,266 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 5,504,383
Change-5,504,383 (-100%)
Value—
UBS Group AG
N/A
Shares— from 5,243,158
Change-5,243,158 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 5,126,194
Change-5,126,194 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 5,034,516
Change-5,034,516 (-100%)
Value—
Coatue Management LLC
N/A
Shares— from 4,968,415
Change-4,968,415 (-100%)
Value—
Norges Bank
N/A
Shares— from 4,917,475
Change-4,917,475 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 4,880,412
Change-4,880,412 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 4,783,133
Change-4,783,133 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 4,622,743
Change-4,622,743 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 4,337,062
Change-4,337,062 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 3,567,633
Change-3,567,633 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 3,135,220
Change-3,135,220 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 3,125,697
Change-3,125,697 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 2,656,634
Change-2,656,634 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 2,649,571
Change-2,649,571 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 2,497,387
Change-2,497,387 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,491,633
Change-2,491,633 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 2,370,767
Change-2,370,767 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 2,277,622
Change-2,277,622 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 2,188,279
Change-2,188,279 (-100%)
Value—
Amundi
N/A
Shares— from 2,169,404
Change-2,169,404 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 2,044,746
Change-2,044,746 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,509,735
Change-1,509,735 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 1,483,063
Change-1,483,063 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 1,467,698
Change-1,467,698 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 1,423,712
Change-1,423,712 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 1,365,927
Change-1,365,927 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 1,334,139
Change-1,334,139 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 1,315,571
Change-1,315,571 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 1,206,426
Change-1,206,426 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 1,167,727
Change-1,167,727 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 1,094,320
Change-1,094,320 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 1,055,560
Change-1,055,560 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 907,806
Change-907,806 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 895,954
Change-895,954 (-100%)
Value—
National Pension Service
N/A
Shares— from 864,731
Change-864,731 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 849,084
Change-849,084 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 836,183
Change-836,183 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 831,505
Change-831,505 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 816,943
Change-816,943 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 786,669
Change-786,669 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 757,649
Change-757,649 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 713,901
Change-713,901 (-100%)
Value—
Aberdeen Group plc
N/A
Shares— from 675,377
Change-675,377 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 659,078
Change-659,078 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 647,686
Change-647,686 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 620,414
Change-620,414 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 609,484
Change-609,484 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 604,325
Change-604,325 (-100%)
Value—
Baillie Gifford & Co
N/A
Shares— from 598,890
Change-598,890 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 584,718
Change-584,718 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 567,543
Change-567,543 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 564,332
Change-564,332 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 562,234
Change-562,234 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 549,876
Change-549,876 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 496,575
Change-496,575 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 496,267
Change-496,267 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 487,988
Change-487,988 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 480,259
Change-480,259 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 475,743
Change-475,743 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 467,540
Change-467,540 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 463,843
Change-463,843 (-100%)
Value—
Contour Asset Management LLC
N/A
Shares— from 462,513
Change-462,513 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 450,485
Change-450,485 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 444,884
Change-444,884 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 437,477
Change-437,477 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 418,976
Change-418,976 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 388,713
Change-388,713 (-100%)
Value—
Vaughan Nelson Investment Management, L.P.
N/A
Shares— from 385,910
Change-385,910 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 382,633
Change-382,633 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 370,286
Change-370,286 (-100%)
Value—
Artisan Partners Limited Partnership
N/A
Shares— from 368,110
Change-368,110 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 351,087
Change-351,087 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 345,698
Change-345,698 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 342,425
Change-342,425 (-100%)
Value—
Aviva PLC
N/A
Shares— from 341,701
Change-341,701 (-100%)
Value—
Clal Insurance Enterprises Holdings Ltd
N/A
Shares— from 336,044
Change-336,044 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 335,660
Change-335,660 (-100%)
Value—
APG Asset Management N.V.
N/A
Shares— from 316,601
Change-316,601 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 309,098
Change-309,098 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 306,094
Change-306,094 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 303,620
Change-303,620 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 296,566
Change-296,566 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 294,743
Change-294,743 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 287,651
Change-287,651 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 279,694
Change-279,694 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 271,017
Change-271,017 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 261,587
Change-261,587 (-100%)
Value—
Danske Bank A/S
N/A
Shares— from 260,278
Change-260,278 (-100%)
Value—
Man Group plc
N/A
Shares— from 255,284
Change-255,284 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 247,809
Change-247,809 (-100%)
Value—
Lansforsakringar Fondforvaltning AB (publ)
N/A
Shares— from 234,189
Change-234,189 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 233,698
Change-233,698 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 232,168
Change-232,168 (-100%)
Value—
Homestead Advisers Corp
N/A
Shares— from 228,314
Change-228,314 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 222,213
Change-222,213 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 213,309
Change-213,309 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 210,897
Change-210,897 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 207,029
Change-207,029 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 206,130
Change-206,130 (-100%)
Value—
Bowen Hanes & Co Inc
N/A
Shares— from 204,380
Change-204,380 (-100%)
Value—
Nan Shan Life Insurance Co., Ltd.
N/A
Shares— from 203,527
Change-203,527 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 191,124
Change-191,124 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 190,640
Change-190,640 (-100%)
Value—
Commerce Bank
N/A
Shares— from 188,369
Change-188,369 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 188,332
Change-188,332 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 185,717
Change-185,717 (-100%)
Value—
Defiance ETFs, LLC
N/A
Shares— from 185,539
Change-185,539 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 184,176
Change-184,176 (-100%)
Value—
&partners
N/A
Shares— from 183,176
Change-183,176 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 182,377
Change-182,377 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 181,485
Change-181,485 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 180,184
Change-180,184 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 179,700
Change-179,700 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 178,364
Change-178,364 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 177,949
Change-177,949 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 175,147
Change-175,147 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 172,578
Change-172,578 (-100%)
Value—
Employees Retirement System of Texas
N/A
Shares— from 172,333
Change-172,333 (-100%)
Value—
J. Stern & Co. LLP
N/A
Shares— from 169,915
Change-169,915 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 169,523
Change-169,523 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 167,470
Change-167,470 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 163,737
Change-163,737 (-100%)
Value—
Groupe la Francaise
N/A
Shares— from 161,748
Change-161,748 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 160,889
Change-160,889 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 158,898
Change-158,898 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 157,752
Change-157,752 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 152,206
Change-152,206 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 150,471
Change-150,471 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 148,510
Change-148,510 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 144,941
Change-144,941 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 144,589
Change-144,589 (-100%)
Value—
Tredje Ap-fonden
N/A
Shares— from 144,389
Change-144,389 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 141,547
Change-141,547 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 140,422
Change-140,422 (-100%)
Value—
Danica Pension, Livsforsikringsaktieselskab
N/A
Shares— from 139,375
Change-139,375 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 135,303
Change-135,303 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 130,654
Change-130,654 (-100%)
Value—
Ontario Teachers Pension Plan Board
N/A
Shares— from 123,897
Change-123,897 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 121,380
Change-121,380 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 119,735
Change-119,735 (-100%)
Value—
Susquehanna Fundamental Investments, LLC
N/A
Shares— from 119,623
Change-119,623 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 117,792
Change-117,792 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 114,225
Change-114,225 (-100%)
Value—
Port Capital LLC
N/A
Shares— from 113,550
Change-113,550 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 112,000
Change-112,000 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 107,363
Change-107,363 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 103,314
Change-103,314 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 102,757
Change-102,757 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 101,817
Change-101,817 (-100%)
Value—
Ostrum Asset Management
N/A
Shares— from 100,903
Change-100,903 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 96,188
Change-96,188 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 95,802
Change-95,802 (-100%)
Value—
Trillium Asset Management, LLC
N/A
Shares— from 94,059
Change-94,059 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 92,830
Change-92,830 (-100%)
Value—
Blair William & Co
N/A
Shares— from 91,499
Change-91,499 (-100%)
Value—
Epoch Investment Partners, Inc.
N/A
Shares— from 91,493
Change-91,493 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 91,200
Change-91,200 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 91,066
Change-91,066 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 90,731
Change-90,731 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 89,662
Change-89,662 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 87,653
Change-87,653 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 87,536
Change-87,536 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 86,552
Change-86,552 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 84,734
Change-84,734 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 84,636
Change-84,636 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 84,263
Change-84,263 (-100%)
Value—
Clough Capital Partners L P
N/A
Shares— from 84,011
Change-84,011 (-100%)
Value—
Cumberland Partners Ltd
N/A
Shares— from 83,528
Change-83,528 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 83,061
Change-83,061 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 82,767
Change-82,767 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 82,696
Change-82,696 (-100%)
Value—
Fred Alger Management, LLC
N/A
Shares— from 82,510
Change-82,510 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 82,296
Change-82,296 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 81,722
Change-81,722 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 80,891
Change-80,891 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 80,015
Change-80,015 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 79,974
Change-79,974 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 78,941
Change-78,941 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 77,058
Change-77,058 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 76,812
Change-76,812 (-100%)
Value—
Varma Mutual Pension Insurance Co
N/A
Shares— from 75,075
Change-75,075 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 74,696
Change-74,696 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 74,457
Change-74,457 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 72,341
Change-72,341 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 70,608
Change-70,608 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 70,044
Change-70,044 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 69,615
Change-69,615 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 69,297
Change-69,297 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 69,220
Change-69,220 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 68,051
Change-68,051 (-100%)
Value—
First Long Island Investors, LLC
N/A
Shares— from 65,924
Change-65,924 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 64,750
Change-64,750 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 64,673
Change-64,673 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 64,548
Change-64,548 (-100%)
Value—
TriCert Investment Counsel Inc.
N/A
Shares— from 63,568
Change-63,568 (-100%)
Value—
CCM Investment Advisers LLC
N/A
Shares— from 61,900
Change-61,900 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 61,686
Change-61,686 (-100%)
Value—
Ilmarinen Mutual Pension Insurance Co
N/A
Shares— from 61,515
Change-61,515 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 61,328
Change-61,328 (-100%)
Value—
Stephens Inc
N/A
Shares— from 59,756
Change-59,756 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 59,002
Change-59,002 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 58,720
Change-58,720 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 58,194
Change-58,194 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 58,140
Change-58,140 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 56,090
Change-56,090 (-100%)
Value—
Fullerton Fund Management Co Ltd.
N/A
Shares— from 55,724
Change-55,724 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 51,780
Change-51,780 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 51,288
Change-51,288 (-100%)
Value—
Connors Investor Services Inc
N/A
Shares— from 51,088
Change-51,088 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 50,027
Change-50,027 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 49,690
Change-49,690 (-100%)
Value—
Cornerstone Advisors, LLC
N/A
Shares— from 49,659
Change-49,659 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 49,360
Change-49,360 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 48,963
Change-48,963 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 48,493
Change-48,493 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 48,469
Change-48,469 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 48,356
Change-48,356 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 47,842
Change-47,842 (-100%)
Value—
Avalon Global Asset Management LLC
N/A
Shares— from 47,600
Change-47,600 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 47,482
Change-47,482 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 45,507
Change-45,507 (-100%)
Value—
Alley Investment Management Company, LLC
N/A
Shares— from 45,218
Change-45,218 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 44,911
Change-44,911 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 44,526
Change-44,526 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 44,348
Change-44,348 (-100%)
Value—
Night Squared LP
N/A
Shares— from 44,305
Change-44,305 (-100%)
Value—
Intesa Sanpaolo S.p.A.
N/A
Shares— from 44,193
Change-44,193 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 42,075
Change-42,075 (-100%)
Value—
Clean Energy Transition LLP
N/A
Shares— from 41,909
Change-41,909 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 41,120
Change-41,120 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 41,088
Change-41,088 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 41,085
Change-41,085 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 40,743
Change-40,743 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 40,668
Change-40,668 (-100%)
Value—
Palisade Capital Management, LP
N/A
Shares— from 40,401
Change-40,401 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 40,260
Change-40,260 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 40,171
Change-40,171 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 39,672
Change-39,672 (-100%)
Value—
EagleClaw Capital Managment, LLC
N/A
Shares— from 39,233
Change-39,233 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 38,746
Change-38,746 (-100%)
Value—
Robinhood Asset Management, LLC
N/A
Shares— from 38,691
Change-38,691 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 38,507
Change-38,507 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 38,414
Change-38,414 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 38,314
Change-38,314 (-100%)
Value—
VAN Lanschot Kempen Investment Management N.V.
N/A
Shares— from 38,030
Change-38,030 (-100%)
Value—
Taikang Asset Management (Hong Kong) Co Ltd
N/A
Shares— from 37,958
Change-37,958 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 37,610
Change-37,610 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 37,534
Change-37,534 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 37,334
Change-37,334 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 37,220
Change-37,220 (-100%)
Value—
Elo Mutual Pension Insurance Co
N/A
Shares— from 37,171
Change-37,171 (-100%)
Value—
ABN Amro Bank N.V.
N/A
Shares— from 37,105
Change-37,105 (-100%)
Value—
RNC Capital Management LLC
N/A
Shares— from 36,859
Change-36,859 (-100%)
Value—
Northwest & Ethical Investments L.P.
N/A
Shares— from 36,478
Change-36,478 (-100%)
Value—
Allstate Corp
N/A
Shares— from 36,256
Change-36,256 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 35,448
Change-35,448 (-100%)
Value—
Zimmer Partners, LP
N/A
Shares— from 35,000
Change-35,000 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 34,901
Change-34,901 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 34,838
Change-34,838 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 34,082
Change-34,082 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 33,882
Change-33,882 (-100%)
Value—
Lansdowne Partners (UK) LLP
N/A
Shares— from 33,865
Change-33,865 (-100%)
Value—
Lombard Odier Asset Management (Europe) Ltd
N/A
Shares— from 33,606
Change-33,606 (-100%)
Value—
Coleford Investment Management Ltd.
N/A
Shares— from 32,225
Change-32,225 (-100%)
Value—
Motco
N/A
Shares— from 32,020
Change-32,020 (-100%)
Value—
Managed Asset Portfolios, LLC
N/A
Shares— from 31,794
Change-31,794 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 31,423
Change-31,423 (-100%)
Value—
Haverford Financial Services, Inc.
N/A
Shares— from 31,271
Change-31,271 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 31,167
Change-31,167 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 30,961
Change-30,961 (-100%)
Value—
Cornerstone Capital, Inc.
N/A
Shares— from 30,594
Change-30,594 (-100%)
Value—
Mizuho Securities USA LLC
N/A
Shares— from 30,399
Change-30,399 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 30,393
Change-30,393 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 30,291
Change-30,291 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 30,279
Change-30,279 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 29,962
Change-29,962 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 28,866
Change-28,866 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 28,752
Change-28,752 (-100%)
Value—
Dnca Finance
N/A
Shares— from 28,645
Change-28,645 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 28,307
Change-28,307 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 28,260
Change-28,260 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 28,012
Change-28,012 (-100%)
Value—
CNA Financial Corp
N/A
Shares— from 27,500
Change-27,500 (-100%)
Value—
Loews Corp
N/A
Shares— from 27,500
Change-27,500 (-100%)
Value—
Winslow Asset Management Inc
N/A
Shares— from 27,399
Change-27,399 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 27,182
Change-27,182 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 27,143
Change-27,143 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 26,931
Change-26,931 (-100%)
Value—
Krane Funds Advisors LLC
N/A
Shares— from 26,882
Change-26,882 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 26,665
Change-26,665 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 26,507
Change-26,507 (-100%)
Value—
SVB Wealth LLC
N/A
Shares— from 26,315
Change-26,315 (-100%)
Value—
EFG International AG
N/A
Shares— from 26,110
Change-26,110 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 25,930
Change-25,930 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 25,914
Change-25,914 (-100%)
Value—
Callahan Advisors, LLC
N/A
Shares— from 25,775
Change-25,775 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 25,634
Change-25,634 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 25,589
Change-25,589 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 25,505
Change-25,505 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 25,449
Change-25,449 (-100%)
Value—
Boyd Watterson Asset Management LLC
N/A
Shares— from 25,202
Change-25,202 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 25,178
Change-25,178 (-100%)
Value—
Interval Partners, LP
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 24,868
Change-24,868 (-100%)
Value—
Kentucky Retirement Systems
N/A
Shares— from 24,741
Change-24,741 (-100%)
Value—
Concord Investment Counsel Inc.
N/A
Shares— from 24,488
Change-24,488 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 24,443
Change-24,443 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 24,391
Change-24,391 (-100%)
Value—
Advocacy Wealth Management, LLC
N/A
Shares— from 24,315
Change-24,315 (-100%)
Value—
Estabrook Capital Management
N/A
Shares— from 24,286
Change-24,286 (-100%)
Value—
IQ EQ Fund Management (Ireland) Ltd
N/A
Shares— from 23,495
Change-23,495 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 23,429
Change-23,429 (-100%)
Value—
Simmons Bank
N/A
Shares— from 23,396
Change-23,396 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 23,340
Change-23,340 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 23,277
Change-23,277 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 23,158
Change-23,158 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 23,114
Change-23,114 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 23,002
Change-23,002 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 22,945
Change-22,945 (-100%)
Value—
Summitry LLC
N/A
Shares— from 22,880
Change-22,880 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 22,520
Change-22,520 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 22,481
Change-22,481 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 22,373
Change-22,373 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 22,344
Change-22,344 (-100%)
Value—
Prudential PLC
N/A
Shares— from 22,154
Change-22,154 (-100%)
Value—
Liontrust Investment Partners LLP
N/A
Shares— from 22,099
Change-22,099 (-100%)
Value—
Emerald Investment Advisers, LLC
N/A
Shares— from 21,963
Change-21,963 (-100%)
Value—
Cambridge Financial Group, Inc.
N/A
Shares— from 21,942
Change-21,942 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 21,887
Change-21,887 (-100%)
Value—
Northstar Asset Management Inc
N/A
Shares— from 21,823
Change-21,823 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 21,625
Change-21,625 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 21,436
Change-21,436 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 20,956
Change-20,956 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 20,827
Change-20,827 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 20,731
Change-20,731 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 20,708
Change-20,708 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 20,565
Change-20,565 (-100%)
Value—
Sirios Capital Management L P
N/A
Shares— from 20,270
Change-20,270 (-100%)
Value—
Westerkirk Capital Inc.
N/A
Shares— from 20,200
Change-20,200 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 19,961
Change-19,961 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 19,690
Change-19,690 (-100%)
Value—
Atalanta Sosnoff Capital, LLC
N/A
Shares— from 19,538
Change-19,538 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 19,481
Change-19,481 (-100%)
Value—
Andra Ap-fonden
N/A
Shares— from 19,303
Change-19,303 (-100%)
Value—
Goodman Financial Corp
N/A
Shares— from 19,017
Change-19,017 (-100%)
Value—
Silvant Capital Management LLC
N/A
Shares— from 18,907
Change-18,907 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 18,590
Change-18,590 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 18,554
Change-18,554 (-100%)
Value—
KP Management LLC
N/A
Shares— from 18,500
Change-18,500 (-100%)
Value—
Baader Bank Aktiengesellschaft
N/A
Shares— from 18,443
Change-18,443 (-100%)
Value—
Capital Wealth Planning, LLC
N/A
Shares— from 18,383
Change-18,383 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 18,362
Change-18,362 (-100%)
Value—
Brasada Capital Management, LP
N/A
Shares— from 18,335
Change-18,335 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 18,012
Change-18,012 (-100%)
Value—
Quest Investment Management LLC
N/A
Shares— from 17,512
Change-17,512 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 17,394
Change-17,394 (-100%)
Value—
First Washington Corp
N/A
Shares— from 17,348
Change-17,348 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 17,260
Change-17,260 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 17,060
Change-17,060 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 17,025
Change-17,025 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 16,840
Change-16,840 (-100%)
Value—
Marietta Investment Partners LLC
N/A
Shares— from 16,831
Change-16,831 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 16,820
Change-16,820 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 16,589
Change-16,589 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 16,577
Change-16,577 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 16,531
Change-16,531 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 16,444
Change-16,444 (-100%)
Value—
Morton Community Bank
N/A
Shares— from 16,391
Change-16,391 (-100%)
Value—
Polymer Capital Management (HK) LTD
N/A
Shares— from 16,358
Change-16,358 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 16,318
Change-16,318 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 16,285
Change-16,285 (-100%)
Value—
Windward Capital Management Co
N/A
Shares— from 16,197
Change-16,197 (-100%)
Value—
Itau Unibanco Holding S.A.
N/A
Shares— from 16,144
Change-16,144 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 16,003
Change-16,003 (-100%)
Value—
BLI - Banque de Luxembourg Investments
N/A
Shares— from 15,854
Change-15,854 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 15,629
Change-15,629 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 15,590
Change-15,590 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 15,514
Change-15,514 (-100%)
Value—
Compass Capital Management, Inc
N/A
Shares— from 15,431
Change-15,431 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 15,335
Change-15,335 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 15,209
Change-15,209 (-100%)
Value—
Affinity Wealth Management LLC
N/A
Shares— from 15,025
Change-15,025 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 14,871
Change-14,871 (-100%)
Value—
Mediolanum International Funds Ltd
N/A
Shares— from 14,742
Change-14,742 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 14,709
Change-14,709 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 14,651
Change-14,651 (-100%)
Value—
Marco Investment Management LLC
N/A
Shares— from 14,548
Change-14,548 (-100%)
Value—
Cullen Capital Management, LLC
N/A
Shares— from 14,337
Change-14,337 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 14,265
Change-14,265 (-100%)
Value—
Burling Wealth Partners, LLC
N/A
Shares— from 14,227
Change-14,227 (-100%)
Value—
Banco de Sabadell, S.a
N/A
Shares— from 13,983
Change-13,983 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 13,940
Change-13,940 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 13,800
Change-13,800 (-100%)
Value—
Siemens Fonds Invest GmbH
N/A
Shares— from 13,768
Change-13,768 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 13,719
Change-13,719 (-100%)
Value—
AMJ Financial Wealth Management
N/A
Shares— from 13,583
Change-13,583 (-100%)
Value—
Turas Capital Management LP
N/A
Shares— from 13,560
Change-13,560 (-100%)
Value—
BNP Paribas
N/A
Shares— from 13,546
Change-13,546 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 13,485
Change-13,485 (-100%)
Value—
Dover Advisors, LLC
N/A
Shares— from 13,020
Change-13,020 (-100%)
Value—
Kids Capital Management, L.P.
N/A
Shares— from 13,000
Change-13,000 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 12,974
Change-12,974 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 12,919
Change-12,919 (-100%)
Value—
Conscious Wealth Investments, LLC
N/A
Shares— from 12,839
Change-12,839 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 12,801
Change-12,801 (-100%)
Value—
SBI Okasan Asset Management Co.Ltd.
N/A
Shares— from 12,800
Change-12,800 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 12,775
Change-12,775 (-100%)
Value—
Altshuler Shaham Ltd
N/A
Shares— from 12,742
Change-12,742 (-100%)
Value—
Winthrop Partners - WNY, LLC
N/A
Shares— from 12,735
Change-12,735 (-100%)
Value—
DJE Kapital AG
N/A
Shares— from 12,547
Change-12,547 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 12,502
Change-12,502 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 12,469
Change-12,469 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 12,404
Change-12,404 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 12,346
Change-12,346 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 12,326
Change-12,326 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 12,243
Change-12,243 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 12,230
Change-12,230 (-100%)
Value—
Scholtz & Company, LLC
N/A
Shares— from 12,215
Change-12,215 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 12,183
Change-12,183 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 12,122
Change-12,122 (-100%)
Value—
Scopus Asset Management, L.P.
N/A
Shares— from 12,044
Change-12,044 (-100%)
Value—
Osmosis Investment Management UK Ltd
N/A
Shares— from 12,040
Change-12,040 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 11,989
Change-11,989 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 11,968
Change-11,968 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 11,937
Change-11,937 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 11,836
Change-11,836 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 11,753
Change-11,753 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 11,728
Change-11,728 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 11,718
Change-11,718 (-100%)
Value—
Mufg Securities Americas Inc.
N/A
Shares— from 11,696
Change-11,696 (-100%)
Value—
Pioneer Trust Bank N A
N/A
Shares— from 11,691
Change-11,691 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 11,536
Change-11,536 (-100%)
Value—
SGL Investment Advisors, Inc.
N/A
Shares— from 11,490
Change-11,490 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 11,357
Change-11,357 (-100%)
Value—
South Street Advisors LLC
N/A
Shares— from 11,305
Change-11,305 (-100%)
Value—
Laffer Tengler Investments, Inc.
N/A
Shares— from 11,101
Change-11,101 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 10,950
Change-10,950 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 10,521
Change-10,521 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 10,480
Change-10,480 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 10,399
Change-10,399 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 10,303
Change-10,303 (-100%)
Value—
Kentucky Retirement Systems Insurance Trust Fund
N/A
Shares— from 10,267
Change-10,267 (-100%)
Value—
Harvest Portfolios Group Inc.
N/A
Shares— from 10,061
Change-10,061 (-100%)
Value—
Advent Capital Management
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 9,948
Change-9,948 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 9,947
Change-9,947 (-100%)
Value—
Lighthouse Investment Partners, LLC
N/A
Shares— from 9,693
Change-9,693 (-100%)
Value—
Sagefield Capital LP
N/A
Shares— from 9,674
Change-9,674 (-100%)
Value—
Nwam LLC
N/A
Shares— from 9,663
Change-9,663 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 9,562
Change-9,562 (-100%)
Value—
Private Harbour Investment Management & Counsel, LLC
N/A
Shares— from 9,417
Change-9,417 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 9,399
Change-9,399 (-100%)
Value—
LGT Fund Management Co Ltd.
N/A
Shares— from 9,384
Change-9,384 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 9,146
Change-9,146 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 9,106
Change-9,106 (-100%)
Value—
Pring Turner Capital Group Inc
N/A
Shares— from 9,094
Change-9,094 (-100%)
Value—
First National Advisers, LLC
N/A
Shares— from 9,051
Change-9,051 (-100%)
Value—
S&CO Inc
N/A
Shares— from 8,976
Change-8,976 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 8,861
Change-8,861 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 8,799
Change-8,799 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 8,610
Change-8,610 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 8,564
Change-8,564 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 8,505
Change-8,505 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 8,250
Change-8,250 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 8,228
Change-8,228 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 8,211
Change-8,211 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 8,187
Change-8,187 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 8,184
Change-8,184 (-100%)
Value—
Ridge Creek Global, Inc
N/A
Shares— from 8,179
Change-8,179 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 8,165
Change-8,165 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 8,058
Change-8,058 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 8,055
Change-8,055 (-100%)
Value—
Connable Office Inc
N/A
Shares— from 7,918
Change-7,918 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 7,839
Change-7,839 (-100%)
Value—
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A
Shares— from 7,835
Change-7,835 (-100%)
Value—
Saturna Capital Corp
N/A
Shares— from 7,825
Change-7,825 (-100%)
Value—
Kerrisdale Advisers, LLC
N/A
Shares— from 7,817
Change-7,817 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 7,771
Change-7,771 (-100%)
Value—
B & T Capital Management DBA Alpha Capital Management
N/A
Shares— from 7,731
Change-7,731 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 7,659
Change-7,659 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 7,656
Change-7,656 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 7,556
Change-7,556 (-100%)
Value—
Parsonex Advisory Services, Inc.
N/A
Shares— from 7,449
Change-7,449 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 7,331
Change-7,331 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 7,327
Change-7,327 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 7,312
Change-7,312 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 7,102
Change-7,102 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 7,073
Change-7,073 (-100%)
Value—
M3 Wealth Management, LLC
N/A
Shares— from 6,980
Change-6,980 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 6,967
Change-6,967 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 6,839
Change-6,839 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 6,810
Change-6,810 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 6,788
Change-6,788 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 6,756
Change-6,756 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 6,725
Change-6,725 (-100%)
Value—
SIR Capital Management, L.P.
N/A
Shares— from 6,700
Change-6,700 (-100%)
Value—
Regency Capital Management Inc.\DE
N/A
Shares— from 6,640
Change-6,640 (-100%)
Value—
Boston Partners
N/A
Shares— from 6,622
Change-6,622 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 6,512
Change-6,512 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 6,482
Change-6,482 (-100%)
Value—
1776 Wealth LLC
N/A
Shares— from 6,481
Change-6,481 (-100%)
Value—
Lombard Odier Asset Management (Switzerland) SA
N/A
Shares— from 6,331
Change-6,331 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 6,325
Change-6,325 (-100%)
Value—
Capitolis Liquid Global Markets LLC
N/A
Shares— from 6,190
Change-6,190 (-100%)
Value—
Berry Wealth Group, LP
N/A
Shares— from 6,160
Change-6,160 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 6,146
Change-6,146 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 6,123
Change-6,123 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 6,122
Change-6,122 (-100%)
Value—
Iron Gate Global Advisors LLC
N/A
Shares— from 6,061
Change-6,061 (-100%)
Value—
Doheny Asset Management
N/A
Shares— from 6,040
Change-6,040 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 5,989
Change-5,989 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 5,974
Change-5,974 (-100%)
Value—
Natural Investments, LLC
N/A
Shares— from 5,929
Change-5,929 (-100%)
Value—
Peak Planning Group, LLC
N/A
Shares— from 5,913
Change-5,913 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 5,777
Change-5,777 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 5,773
Change-5,773 (-100%)
Value—
Caisse DES Depots ET Consignations
N/A
Shares— from 5,764
Change-5,764 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 5,675
Change-5,675 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 5,646
Change-5,646 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 5,642
Change-5,642 (-100%)
Value—
Groupama Asset Managment
N/A
Shares— from 5,553
Change-5,553 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 5,549
Change-5,549 (-100%)
Value—
CNB Bank
N/A
Shares— from 5,524
Change-5,524 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 5,470
Change-5,470 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 5,376
Change-5,376 (-100%)
Value—
Citizens & Northern Corp
N/A
Shares— from 5,356
Change-5,356 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 5,349
Change-5,349 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 5,318
Change-5,318 (-100%)
Value—
United Bank
N/A
Shares— from 5,318
Change-5,318 (-100%)
Value—
Walsky Investment Management, Inc.
N/A
Shares— from 5,310
Change-5,310 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 5,270
Change-5,270 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 5,199
Change-5,199 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 5,168
Change-5,168 (-100%)
Value—
Papamarkou Wellner Asset Management inc.
N/A
Shares— from 5,136
Change-5,136 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 5,126
Change-5,126 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 5,030
Change-5,030 (-100%)
Value—
Crawford Investment Counsel Inc
N/A
Shares— from 4,982
Change-4,982 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 4,981
Change-4,981 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 4,979
Change-4,979 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 4,945
Change-4,945 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 4,933
Change-4,933 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 4,844
Change-4,844 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 4,822
Change-4,822 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 4,815
Change-4,815 (-100%)
Value—
Bannerstone Capital Management, LLC
N/A
Shares— from 4,812
Change-4,812 (-100%)
Value—
Rithm Capital Corp.
N/A
Shares— from 4,800
Change-4,800 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 4,739
Change-4,739 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 4,688
Change-4,688 (-100%)
Value—
Ossiam
N/A
Shares— from 4,676
Change-4,676 (-100%)
Value—
Vinva Investment Management Ltd
N/A
Shares— from 4,673
Change-4,673 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 4,666
Change-4,666 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 4,656
Change-4,656 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 4,635
Change-4,635 (-100%)
Value—
Stamos Capital Partners, L.P.
N/A
Shares— from 4,613
Change-4,613 (-100%)
Value—
Hartford Funds Management Co LLC
N/A
Shares— from 4,610
Change-4,610 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 4,606
Change-4,606 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 4,593
Change-4,593 (-100%)
Value—
Pacific Point Advisors, LLC
N/A
Shares— from 4,590
Change-4,590 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 4,534
Change-4,534 (-100%)
Value—
Harbour Wealth Management Group, Inc.
N/A
Shares— from 4,528
Change-4,528 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 4,524
Change-4,524 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 4,392
Change-4,392 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 4,344
Change-4,344 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 4,339
Change-4,339 (-100%)
Value—
Virtus Investment Advisers, LLC
N/A
Shares— from 4,324
Change-4,324 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 4,266
Change-4,266 (-100%)
Value—
Buckley Wealth Management, LLC
N/A
Shares— from 4,249
Change-4,249 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 4,237
Change-4,237 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 4,212
Change-4,212 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 4,203
Change-4,203 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 4,193
Change-4,193 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 4,179
Change-4,179 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 4,135
Change-4,135 (-100%)
Value—
Soros Capital Management LLC
N/A
Shares— from 4,112
Change-4,112 (-100%)
Value—
Zions Bancorporation, National Association
N/A
Shares— from 4,103
Change-4,103 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 4,101
Change-4,101 (-100%)
Value—
Phocas Financial Corp.
N/A
Shares— from 4,090
Change-4,090 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 4,066
Change-4,066 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 4,062
Change-4,062 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 4,053
Change-4,053 (-100%)
Value—
Alaethes Wealth, LLC
N/A
Shares— from 4,013
Change-4,013 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 4,003
Change-4,003 (-100%)
Value—
Ally Financial Inc.
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Allianz SE
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Retirement Capital Strategies
N/A
Shares— from 3,996
Change-3,996 (-100%)
Value—
Ceeto Capital Group, LLC
N/A
Shares— from 3,973
Change-3,973 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 3,953
Change-3,953 (-100%)
Value—
North Dallas Bank & Trust Co
N/A
Shares— from 3,909
Change-3,909 (-100%)
Value—
Condor Capital Management
N/A
Shares— from 3,888
Change-3,888 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 3,878
Change-3,878 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 3,814
Change-3,814 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 3,794
Change-3,794 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 3,784
Change-3,784 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 3,778
Change-3,778 (-100%)
Value—
PFC Capital Group, Inc.
N/A
Shares— from 3,745
Change-3,745 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 3,736
Change-3,736 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 3,687
Change-3,687 (-100%)
Value—
Bluebird Wealth Management LLC
N/A
Shares— from 3,663
Change-3,663 (-100%)
Value—
Meiji Yasuda Life Insurance Co
N/A
Shares— from 3,662
Change-3,662 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 3,630
Change-3,630 (-100%)
Value—
MainStreet Investment Advisors LLC
N/A
Shares— from 3,590
Change-3,590 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 3,582
Change-3,582 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 3,572
Change-3,572 (-100%)
Value—
Odyssean, LLC
N/A
Shares— from 3,551
Change-3,551 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 3,533
Change-3,533 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 3,519
Change-3,519 (-100%)
Value—
Commerzbank Aktiengesellschaft
N/A
Shares— from 3,448
Change-3,448 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 3,446
Change-3,446 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 3,438
Change-3,438 (-100%)
Value—
Geometric Wealth Advisors
N/A
Shares— from 3,425
Change-3,425 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 3,419
Change-3,419 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 3,357
Change-3,357 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 3,341
Change-3,341 (-100%)
Value—
Knollwood Investment Advisory, LLC
N/A
Shares— from 3,340
Change-3,340 (-100%)
Value—
Kennondale Capital Management LLC
N/A
Shares— from 3,336
Change-3,336 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 3,288
Change-3,288 (-100%)
Value—
Cloverfields Capital Group, LP
N/A
Shares— from 3,283
Change-3,283 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 3,273
Change-3,273 (-100%)
Value—
Legato Capital Management LLC
N/A
Shares— from 3,265
Change-3,265 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 3,255
Change-3,255 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 3,253
Change-3,253 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 3,243
Change-3,243 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 3,243
Change-3,243 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 3,236
Change-3,236 (-100%)
Value—
Fortune Financial Advisors, LLC
N/A
Shares— from 3,213
Change-3,213 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 3,208
Change-3,208 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 3,172
Change-3,172 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 3,169
Change-3,169 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 3,166
Change-3,166 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 3,140
Change-3,140 (-100%)
Value—
Aspire Growth Partners LLC
N/A
Shares— from 3,139
Change-3,139 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 3,132
Change-3,132 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 3,115
Change-3,115 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 3,089
Change-3,089 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 3,081
Change-3,081 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 3,073
Change-3,073 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 3,047
Change-3,047 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 3,032
Change-3,032 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 3,026
Change-3,026 (-100%)
Value—
Carson Advisory Inc.
N/A
Shares— from 2,993
Change-2,993 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 2,987
Change-2,987 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 2,978
Change-2,978 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 2,976
Change-2,976 (-100%)
Value—
Kane Investment Management, Inc.
N/A
Shares— from 2,967
Change-2,967 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 2,961
Change-2,961 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 2,939
Change-2,939 (-100%)
Value—
Mrwm Advisors, LLC
N/A
Shares— from 2,900
Change-2,900 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 2,900
Change-2,900 (-100%)
Value—
Himension Capital (Singapore) Pte. Ltd.
N/A
Shares— from 2,895
Change-2,895 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 2,826
Change-2,826 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 2,815
Change-2,815 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 2,806
Change-2,806 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 2,800
Change-2,800 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 2,777
Change-2,777 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 2,775
Change-2,775 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 2,752
Change-2,752 (-100%)
Value—
Dockside LLC
N/A
Shares— from 2,736
Change-2,736 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 2,727
Change-2,727 (-100%)
Value—
Jennison Associates LLC
N/A
Shares— from 2,725
Change-2,725 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 2,722
Change-2,722 (-100%)
Value—
Great Lakes Advisors, LLC
N/A
Shares— from 2,720
Change-2,720 (-100%)
Value—
Storgate, LLC
N/A
Shares— from 2,719
Change-2,719 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 2,709
Change-2,709 (-100%)
Value—
South Dakota Investment Council
N/A
Shares— from 2,684
Change-2,684 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 2,662
Change-2,662 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 2,596
Change-2,596 (-100%)
Value—
Cinctive Capital Management LP
N/A
Shares— from 2,591
Change-2,591 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 2,573
Change-2,573 (-100%)
Value—
Tandem Wealth Advisors LLC
N/A
Shares— from 2,565
Change-2,565 (-100%)
Value—
Cape ANN Savings Bank
N/A
Shares— from 2,564
Change-2,564 (-100%)
Value—
Pincus Capital Management, LP
N/A
Shares— from 2,563
Change-2,563 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 2,557
Change-2,557 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 2,553
Change-2,553 (-100%)
Value—
Cercano Management LLC
N/A
Shares— from 2,550
Change-2,550 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 2,546
Change-2,546 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 2,529
Change-2,529 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 2,528
Change-2,528 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 2,510
Change-2,510 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 2,499
Change-2,499 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 2,490
Change-2,490 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 2,478
Change-2,478 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 2,473
Change-2,473 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 2,460
Change-2,460 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 2,455
Change-2,455 (-100%)
Value—
Exit Wealth Advisors, Llc.
N/A
Shares— from 2,444
Change-2,444 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 2,436
Change-2,436 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 2,394
Change-2,394 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 2,386
Change-2,386 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 2,383
Change-2,383 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 2,380
Change-2,380 (-100%)
Value—
Partners Capital Investment Group, LLP
N/A
Shares— from 2,369
Change-2,369 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 2,337
Change-2,337 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 2,335
Change-2,335 (-100%)
Value—
Carl P. Sherr & Co., LLC
N/A
Shares— from 2,317
Change-2,317 (-100%)
Value—
Pursuit Wealth Strategies, LLC
N/A
Shares— from 2,306
Change-2,306 (-100%)
Value—
Twin Capital Management Inc
N/A
Shares— from 2,289
Change-2,289 (-100%)
Value—
Lafayette Investments, Inc.
N/A
Shares— from 2,269
Change-2,269 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 2,268
Change-2,268 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 2,251
Change-2,251 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 2,234
Change-2,234 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 2,222
Change-2,222 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 2,215
Change-2,215 (-100%)
Value—
Dimension Capital Management LLC
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
TCM Advisors, LLC
N/A
Shares— from 2,190
Change-2,190 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 2,137
Change-2,137 (-100%)
Value—
King Wealth Management Group
N/A
Shares— from 2,115
Change-2,115 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 2,107
Change-2,107 (-100%)
Value—
Citizens Business Bank
N/A
Shares— from 2,104
Change-2,104 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 2,104
Change-2,104 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 2,056
Change-2,056 (-100%)
Value—
Core Alternative Capital
N/A
Shares— from 2,056
Change-2,056 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 2,053
Change-2,053 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 2,048
Change-2,048 (-100%)
Value—
Clarendon Private LLC
N/A
Shares— from 2,036
Change-2,036 (-100%)
Value—
Scharf Investments, LLC
N/A
Shares— from 2,024
Change-2,024 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 2,019
Change-2,019 (-100%)
Value—
Zuckerman Investment Group, LLC
N/A
Shares— from 2,013
Change-2,013 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 2,010
Change-2,010 (-100%)
Value—
Signet Private Wealth LLC
N/A
Shares— from 2,007
Change-2,007 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 2,007
Change-2,007 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 1,989
Change-1,989 (-100%)
Value—
Fi3 Financial Advisors, LLC
N/A
Shares— from 1,989
Change-1,989 (-100%)
Value—
Sharp Wealth Advisory, LLC
N/A
Shares— from 1,983
Change-1,983 (-100%)
Value—
Sompo Asset Management Co., Ltd.
N/A
Shares— from 1,980
Change-1,980 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 1,970
Change-1,970 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 1,960
Change-1,960 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 1,954
Change-1,954 (-100%)
Value—
Jackson Wealth Management, LLC
N/A
Shares— from 1,911
Change-1,911 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 1,910
Change-1,910 (-100%)
Value—
1248 Management, LLC
N/A
Shares— from 1,908
Change-1,908 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 1,906
Change-1,906 (-100%)
Value—
Sandler Capital Management
N/A
Shares— from 1,905
Change-1,905 (-100%)
Value—
Legacy Capital Group California, Inc.
N/A
Shares— from 1,867
Change-1,867 (-100%)
Value—
LeClair Wealth Partners LLC
N/A
Shares— from 1,862
Change-1,862 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 1,856
Change-1,856 (-100%)
Value—
TFR Capital, Llc.
N/A
Shares— from 1,856
Change-1,856 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 1,849
Change-1,849 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 1,848
Change-1,848 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 1,836
Change-1,836 (-100%)
Value—
Wedbush Fund Advisers, LLC
N/A
Shares— from 1,835
Change-1,835 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 1,828
Change-1,828 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 1,812
Change-1,812 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 1,811
Change-1,811 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 1,808
Change-1,808 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 1,805
Change-1,805 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 1,804
Change-1,804 (-100%)
Value—
McLaughlin Asset Management, Inc.
N/A
Shares— from 1,791
Change-1,791 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 1,779
Change-1,779 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 1,737
Change-1,737 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 1,737
Change-1,737 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 1,731
Change-1,731 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 1,726
Change-1,726 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 1,726
Change-1,726 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 1,702
Change-1,702 (-100%)
Value—
Jacobson & Schmitt Advisors, LLC
N/A
Shares— from 1,690
Change-1,690 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 1,684
Change-1,684 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 1,681
Change-1,681 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 1,675
Change-1,675 (-100%)
Value—
Fund Advisors of America Inc
N/A
Shares— from 1,668
Change-1,668 (-100%)
Value—
FIL Ltd
N/A
Shares— from 1,651
Change-1,651 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 1,649
Change-1,649 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 1,645
Change-1,645 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 1,641
Change-1,641 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 1,628
Change-1,628 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 1,597
Change-1,597 (-100%)
Value—
Bedel Financial Consulting, Inc.
N/A
Shares— from 1,582
Change-1,582 (-100%)
Value—
Rodgers Brothers Inc.
N/A
Shares— from 1,554
Change-1,554 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 1,544
Change-1,544 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 1,541
Change-1,541 (-100%)
Value—
Twin Lakes Capital Management, LLC
N/A
Shares— from 1,538
Change-1,538 (-100%)
Value—
Legacy Trust
N/A
Shares— from 1,530
Change-1,530 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 1,519
Change-1,519 (-100%)
Value—
Northstar Financial Companies, Inc.
N/A
Shares— from 1,517
Change-1,517 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 1,508
Change-1,508 (-100%)
Value—
MorganRosel Wealth Management, LLC
N/A
Shares— from 1,504
Change-1,504 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 1,497
Change-1,497 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 1,487
Change-1,487 (-100%)
Value—
RiverGlades Family Offices LLC
N/A
Shares— from 1,463
Change-1,463 (-100%)
Value—
US Asset Management LLC
N/A
Shares— from 1,461
Change-1,461 (-100%)
Value—
DF Dent & Co Inc
N/A
Shares— from 1,455
Change-1,455 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 1,442
Change-1,442 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 1,430
Change-1,430 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 1,429
Change-1,429 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 1,428
Change-1,428 (-100%)
Value—
Asahi Life Asset Management Co., Ltd.
N/A
Shares— from 1,421
Change-1,421 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 1,417
Change-1,417 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 1,389
Change-1,389 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 1,388
Change-1,388 (-100%)
Value—
IKE Capital, LLC
N/A
Shares— from 1,387
Change-1,387 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 1,375
Change-1,375 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 1,372
Change-1,372 (-100%)
Value—
Sagewood Asset Management LP
N/A
Shares— from 1,371
Change-1,371 (-100%)
Value—
First National Bank & Trust Co of Newtown
N/A
Shares— from 1,363
Change-1,363 (-100%)
Value—
Beaton Management Co. Inc.
N/A
Shares— from 1,359
Change-1,359 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 1,341
Change-1,341 (-100%)
Value—
New Vernon Investment Management LLC
N/A
Shares— from 1,340
Change-1,340 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 1,337
Change-1,337 (-100%)
Value—
Knuff & Co LLC
N/A
Shares— from 1,333
Change-1,333 (-100%)
Value—
Alpha Financial Partners LLC
N/A
Shares— from 1,317
Change-1,317 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 1,310
Change-1,310 (-100%)
Value—
Anderson Financial Strategies, LLC
N/A
Shares— from 1,296
Change-1,296 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 1,280
Change-1,280 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 1,275
Change-1,275 (-100%)
Value—
9823 Capital, L.P.
N/A
Shares— from 1,274
Change-1,274 (-100%)
Value—
Clare Market Investments LLC
N/A
Shares— from 1,270
Change-1,270 (-100%)
Value—
Members Trust Co
N/A
Shares— from 1,261
Change-1,261 (-100%)
Value—
Landscape Capital Management, L.L.C.
N/A
Shares— from 1,246
Change-1,246 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 1,240
Change-1,240 (-100%)
Value—
Wulff, Hansen & Co.
N/A
Shares— from 1,239
Change-1,239 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 1,231
Change-1,231 (-100%)
Value—
Optas, LLC
N/A
Shares— from 1,228
Change-1,228 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 1,214
Change-1,214 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 1,211
Change-1,211 (-100%)
Value—
Hamel Associates, Inc.
N/A
Shares— from 1,203
Change-1,203 (-100%)
Value—
HFR Wealth Management, LLC
N/A
Shares— from 1,189
Change-1,189 (-100%)
Value—
LWM Advisory Services, LLC
N/A
Shares— from 1,184
Change-1,184 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 1,184
Change-1,184 (-100%)
Value—
Formulate Financial LLC
N/A
Shares— from 1,176
Change-1,176 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 1,173
Change-1,173 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 1,163
Change-1,163 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 1,162
Change-1,162 (-100%)
Value—
Sunflower Bank, N.A.
N/A
Shares— from 1,138
Change-1,138 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 1,134
Change-1,134 (-100%)
Value—
Clifford Group, LLC
N/A
Shares— from 1,130
Change-1,130 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 1,127
Change-1,127 (-100%)
Value—
Sonoma Allocations LLC
N/A
Shares— from 1,121
Change-1,121 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 1,109
Change-1,109 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 1,108
Change-1,108 (-100%)
Value—
Landing Point Financial Group, LLC
N/A
Shares— from 1,107
Change-1,107 (-100%)
Value—
Orleans Capital Management Corp
N/A
Shares— from 1,104
Change-1,104 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 1,099
Change-1,099 (-100%)
Value—
Hayek Kallen Investment Management
N/A
Shares— from 1,096
Change-1,096 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 1,092
Change-1,092 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 1,082
Change-1,082 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 1,081
Change-1,081 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 1,079
Change-1,079 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 1,076
Change-1,076 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 1,076
Change-1,076 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 1,074
Change-1,074 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 1,074
Change-1,074 (-100%)
Value—
Paradigm Capital Management, LLC
N/A
Shares— from 1,073
Change-1,073 (-100%)
Value—
Permanens Capital L.P.
N/A
Shares— from 1,069
Change-1,069 (-100%)
Value—
Wallace Advisory Group, LLC
N/A
Shares— from 1,061
Change-1,061 (-100%)
Value—
Cyber Hornet ETFs LLC
N/A
Shares— from 1,057
Change-1,057 (-100%)
Value—
Bank of Marin
N/A
Shares— from 1,057
Change-1,057 (-100%)
Value—
Alvarez & Marsal Private Wealth Partners, LLC
N/A
Shares— from 1,053
Change-1,053 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 1,052
Change-1,052 (-100%)
Value—
Greenline Wealth Management LLC
N/A
Shares— from 1,051
Change-1,051 (-100%)
Value—
Rogco, LP
N/A
Shares— from 1,038
Change-1,038 (-100%)
Value—
Spectrum Investment Advisors, Inc.
N/A
Shares— from 1,036
Change-1,036 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 1,031
Change-1,031 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 1,027
Change-1,027 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 1,024
Change-1,024 (-100%)
Value—
George Kaiser Family Foundation
N/A
Shares— from 1,021
Change-1,021 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 1,020
Change-1,020 (-100%)
Value—
M. Kulyk & Associates, LLC
N/A
Shares— from 1,019
Change-1,019 (-100%)
Value—
Lionhunter Capital Management, LLC
N/A
Shares— from 1,015
Change-1,015 (-100%)
Value—
Matters Capital LLC
N/A
Shares— from 1,010
Change-1,010 (-100%)
Value—
SIH Partners, Lllp
N/A
Shares— from 1,007
Change-1,007 (-100%)
Value—
Sound Capital Solutions LLC
N/A
Shares— from 1,007
Change-1,007 (-100%)
Value—
Optimize Financial Inc.
N/A
Shares— from 1,007
Change-1,007 (-100%)
Value—
S Harris Financial Group, LLC
N/A
Shares— from 1,007
Change-1,007 (-100%)
Value—
Harvest Fund Management Co., Ltd
N/A
Shares— from 1,002
Change-1,002 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 999
Change-999 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 997
Change-997 (-100%)
Value—
BWM Planning, LLC
N/A
Shares— from 990
Change-990 (-100%)
Value—
Karani Asset Management LLC
N/A
Shares— from 987
Change-987 (-100%)
Value—
Harvest Investment Advisors, LLC
N/A
Shares— from 983
Change-983 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 974
Change-974 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 970
Change-970 (-100%)
Value—
Copley Financial Group, Inc.
N/A
Shares— from 968
Change-968 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 966
Change-966 (-100%)
Value—
Omnia Family Wealth, LLC
N/A
Shares— from 965
Change-965 (-100%)
Value—
Headland Capital, LLC
N/A
Shares— from 951
Change-951 (-100%)
Value—
Portfolio Strategies, Inc.
N/A
Shares— from 950
Change-950 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 948
Change-948 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 933
Change-933 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 926
Change-926 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 919
Change-919 (-100%)
Value—
LGT Group Foundation
N/A
Shares— from 918
Change-918 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 917
Change-917 (-100%)
Value—
Clarity Financial LLC
N/A
Shares— from 914
Change-914 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 912
Change-912 (-100%)
Value—
City National Bank of Florida
N/A
Shares— from 912
Change-912 (-100%)
Value—
Invst, LLC
N/A
Shares— from 904
Change-904 (-100%)
Value—
SSI Investment Management LLC
N/A
Shares— from 904
Change-904 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 903
Change-903 (-100%)
Value—
Borer Denton & Associates, Inc.
N/A
Shares— from 900
Change-900 (-100%)
Value—
Joule Financial, LLC
N/A
Shares— from 897
Change-897 (-100%)
Value—
Beacon Investment Advisors LLC
N/A
Shares— from 888
Change-888 (-100%)
Value—
Nelson Capital Management, LLC
N/A
Shares— from 885
Change-885 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 883
Change-883 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 883
Change-883 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 881
Change-881 (-100%)
Value—
EWA, LLC
N/A
Shares— from 876
Change-876 (-100%)
Value—
Navellier & Associates Inc
N/A
Shares— from 870
Change-870 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 860
Change-860 (-100%)
Value—
McLean Asset Management Corp
N/A
Shares— from 860
Change-860 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 855
Change-855 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 853
Change-853 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 852
Change-852 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 841
Change-841 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 836
Change-836 (-100%)
Value—
Lombard Odier Asset Management (USA) Corp
N/A
Shares— from 834
Change-834 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 832
Change-832 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 825
Change-825 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 814
Change-814 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 807
Change-807 (-100%)
Value—
Cascade Wealth Advisors, Inc
N/A
Shares— from 798
Change-798 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 797
Change-797 (-100%)
Value—
Holistic Financial Partners
N/A
Shares— from 795
Change-795 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 794
Change-794 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 794
Change-794 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 793
Change-793 (-100%)
Value—
Auxano Advisors, LLC
N/A
Shares— from 790
Change-790 (-100%)
Value—
Sienna Gestion
N/A
Shares— from 789
Change-789 (-100%)
Value—
Mainstay Capital Management LLC
N/A
Shares— from 787
Change-787 (-100%)
Value—
Z3 Capital Partners, LLC
N/A
Shares— from 785
Change-785 (-100%)
Value—
Symphony Financial Services, Inc.
N/A
Shares— from 783
Change-783 (-100%)
Value—
GatePass Capital, LLC
N/A
Shares— from 779
Change-779 (-100%)
Value—
Hardy Reed LLC
N/A
Shares— from 779
Change-779 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 777
Change-777 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 773
Change-773 (-100%)
Value—
Vista Capital Partners, Inc.
N/A
Shares— from 773
Change-773 (-100%)
Value—
Good Steward Wealth Advisors,LLC
N/A
Shares— from 772
Change-772 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 763
Change-763 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 762
Change-762 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 762
Change-762 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 761
Change-761 (-100%)
Value—
PCB Capital LLC
N/A
Shares— from 759
Change-759 (-100%)
Value—
Legacy Wealth Advisors, LLC
N/A
Shares— from 757
Change-757 (-100%)
Value—
Wexford Capital LP
N/A
Shares— from 754
Change-754 (-100%)
Value—
First Dallas Securities Inc.
N/A
Shares— from 750
Change-750 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 750
Change-750 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 748
Change-748 (-100%)
Value—
Elite Life Management LLC
N/A
Shares— from 743
Change-743 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 742
Change-742 (-100%)
Value—
BankPlus Trust Department
N/A
Shares— from 735
Change-735 (-100%)
Value—
Vines Capital Management, LLC
N/A
Shares— from 731
Change-731 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 730
Change-730 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 726
Change-726 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 726
Change-726 (-100%)
Value—
Kavar Capital Partners Group, LLC
N/A
Shares— from 724
Change-724 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 723
Change-723 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 722
Change-722 (-100%)
Value—
Chatterton & Associates Inc.
N/A
Shares— from 720
Change-720 (-100%)
Value—
Schrum Private Wealth Management LLC
N/A
Shares— from 718
Change-718 (-100%)
Value—
Ironwood Investment Management LLC
N/A
Shares— from 716
Change-716 (-100%)
Value—
Trust Co of Kansas
N/A
Shares— from 715
Change-715 (-100%)
Value—
Front Street Capital Management, Inc.
N/A
Shares— from 710
Change-710 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 709
Change-709 (-100%)
Value—
Saranac Partners Ltd
N/A
Shares— from 705
Change-705 (-100%)
Value—
Markin Volterra Fund LP
N/A
Shares— from 703
Change-703 (-100%)
Value—
Resources Management Corp
N/A
Shares— from 703
Change-703 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 695
Change-695 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 695
Change-695 (-100%)
Value—
Daner Wealth Management, LLC
N/A
Shares— from 695
Change-695 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 686
Change-686 (-100%)
Value—
New World Advisors LLC
N/A
Shares— from 671
Change-671 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 668
Change-668 (-100%)
Value—
Grand Wealth Management, LLC
N/A
Shares— from 666
Change-666 (-100%)
Value—
Dorsey Wright & Associates
N/A
Shares— from 664
Change-664 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 663
Change-663 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 663
Change-663 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 663
Change-663 (-100%)
Value—
Ranch Capital Advisors Inc.
N/A
Shares— from 662
Change-662 (-100%)
Value—
Summit Wealth Group, LLC
N/A
Shares— from 661
Change-661 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 658
Change-658 (-100%)
Value—
von Borstel & Associates, Inc.
N/A
Shares— from 657
Change-657 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 652
Change-652 (-100%)
Value—
Mendel Capital Management LLC
N/A
Shares— from 650
Change-650 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 648
Change-648 (-100%)
Value—
1492 Capital Management LLC
N/A
Shares— from 647
Change-647 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 635
Change-635 (-100%)
Value—
Black Swift Group, LLC
N/A
Shares— from 635
Change-635 (-100%)
Value—
NI Acquisitions Company, LLC
N/A
Shares— from 633
Change-633 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 630
Change-630 (-100%)
Value—
GKV Capital Management Co., Inc.
N/A
Shares— from 628
Change-628 (-100%)
Value—
AlphaGrep UK Ltd
N/A
Shares— from 624
Change-624 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 620
Change-620 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 620
Change-620 (-100%)
Value—
East Coast Asset Management, Llc.
N/A
Shares— from 617
Change-617 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 610
Change-610 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 609
Change-609 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 604
Change-604 (-100%)
Value—
Conservest Capital Advisors, Inc.
N/A
Shares— from 603
Change-603 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 602
Change-602 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 598
Change-598 (-100%)
Value—
Heron Bay Capital Management
N/A
Shares— from 590
Change-590 (-100%)
Value—
Castleark Management LLC
N/A
Shares— from 590
Change-590 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 585
Change-585 (-100%)
Value—
IAM Advisory, LLC
N/A
Shares— from 584
Change-584 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 580
Change-580 (-100%)
Value—
Earnest Partners LLC
N/A
Shares— from 580
Change-580 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 579
Change-579 (-100%)
Value—
Reyl & Cie S.A.
N/A
Shares— from 577
Change-577 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 568
Change-568 (-100%)
Value—
Planning Alternatives LTD
N/A
Shares— from 567
Change-567 (-100%)
Value—
Westshore Wealth, LLC
N/A
Shares— from 565
Change-565 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 564
Change-564 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 562
Change-562 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 561
Change-561 (-100%)
Value—
Old North State Trust, LLC
N/A
Shares— from 558
Change-558 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 554
Change-554 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 553
Change-553 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 552
Change-552 (-100%)
Value—
Empire Financial Management Company, LLC
N/A
Shares— from 552
Change-552 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 550
Change-550 (-100%)
Value—
Ascension Capital Advisors, Inc.
N/A
Shares— from 544
Change-544 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 544
Change-544 (-100%)
Value—
Auxier Asset Management LLC
N/A
Shares— from 544
Change-544 (-100%)
Value—
Covington Investment Advisors Inc.
N/A
Shares— from 542
Change-542 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 538
Change-538 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 536
Change-536 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 532
Change-532 (-100%)
Value—
Parvin Asset Management, LLC
N/A
Shares— from 530
Change-530 (-100%)
Value—
Consilio Wealth Advisors, LLC
N/A
Shares— from 530
Change-530 (-100%)
Value—
Calydon Capital
N/A
Shares— from 525
Change-525 (-100%)
Value—
Goepper Burkhardt LLC
N/A
Shares— from 525
Change-525 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 523
Change-523 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 518
Change-518 (-100%)
Value—
Khazanah Nasional Berhad
N/A
Shares— from 517
Change-517 (-100%)
Value—
Tribridge Partners Financial LLC
N/A
Shares— from 516
Change-516 (-100%)
Value—
Bellwether Advisors, LLC
N/A
Shares— from 515
Change-515 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 515
Change-515 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 514
Change-514 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 509
Change-509 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 509
Change-509 (-100%)
Value—
Nicholson Wealth Management Group, LLC
N/A
Shares— from 508
Change-508 (-100%)
Value—
K.J. Harrison & Partners Inc
N/A
Shares— from 505
Change-505 (-100%)
Value—
WMS Group LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Cetera Trust Company, N.a
N/A
Shares— from 498
Change-498 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 494
Change-494 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 491
Change-491 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 489
Change-489 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 484
Change-484 (-100%)
Value—
Fiduciary Wealth Partners, LLC
N/A
Shares— from 481
Change-481 (-100%)
Value—
NewSquare Capital LLC
N/A
Shares— from 479
Change-479 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 477
Change-477 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 475
Change-475 (-100%)
Value—
German American Bancorp, Inc.
N/A
Shares— from 475
Change-475 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 472
Change-472 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 471
Change-471 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 471
Change-471 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 468
Change-468 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 465
Change-465 (-100%)
Value—
Corient IA LP
N/A
Shares— from 440
Change-440 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 435
Change-435 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 435
Change-435 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 431
Change-431 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 378
Change-378 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 374
Change-374 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 368
Change-368 (-100%)
Value—
Toews Corp
N/A
Shares— from 360
Change-360 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 350
Change-350 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 347
Change-347 (-100%)
Value—
Westpac Banking Corp
N/A
Shares— from 316
Change-316 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 295
Change-295 (-100%)
Value—
Centennial Bank
N/A
Shares— from 285
Change-285 (-100%)
Value—
Hurricane Capital Advisors LLC
N/A
Shares— from 260
Change-260 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 250
Change-250 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 231
Change-231 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 220
Change-220 (-100%)
Value—
Winch Advisory Services, LLC
N/A
Shares— from 215
Change-215 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 207
Change-207 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 206
Change-206 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 203
Change-203 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 184
Change-184 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 181
Change-181 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 180
Change-180 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 174
Change-174 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 166
Change-166 (-100%)
Value—
Palladiem, LLC
N/A
Shares— from 165
Change-165 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 163
Change-163 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 157
Change-157 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 157
Change-157 (-100%)
Value—
Wellington Grp LLC
N/A
Shares— from 153
Change-153 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 137
Change-137 (-100%)
Value—
Evolution Advisers, Inc.
N/A
Shares— from 128
Change-128 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 120
Change-120 (-100%)
Value—
Battery Global Advisors, LLC
N/A
Shares— from 119
Change-119 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 107
Change-107 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 100
Change-100 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 96
Change-96 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 92
Change-92 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 88
Change-88 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 84
Change-84 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 84
Change-84 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 83
Change-83 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 81
Change-81 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 80
Change-80 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 77
Change-77 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 76
Change-76 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 76
Change-76 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 69
Change-69 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 65
Change-65 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 63
Change-63 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 61
Change-61 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 60
Change-60 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 60
Change-60 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 53
Change-53 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 49
Change-49 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 49
Change-49 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 46
Change-46 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 44
Change-44 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 44
Change-44 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 42
Change-42 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 41
Change-41 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 40
Change-40 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 40
Change-40 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 40
Change-40 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 39
Change-39 (-100%)
Value—
Riverview Trust Co
N/A
Shares— from 39
Change-39 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 36
Change-36 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 35
Change-35 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 33
Change-33 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 32
Change-32 (-100%)
Value—
Longfellow Investment Management Co LLC
N/A
Shares— from 31
Change-31 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Quarry LP
N/A
Shares— from 30
Change-30 (-100%)
Value—
Bard Associates Inc
N/A
Shares— from 28
Change-28 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 27
Change-27 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 27
Change-27 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 26
Change-26 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 25
Change-25 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 23
Change-23 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 20
Change-20 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 18
Change-18 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 16
Change-16 (-100%)
Value—
Strategic Wealth Advisors LLC
N/A
Shares— from 16
Change-16 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 14
Change-14 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 14
Change-14 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 13
Change-13 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 10
Change-10 (-100%)
Value—
Berkshire Capital Holdings Inc
N/A
Shares— from 10
Change-10 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 10
Change-10 (-100%)
Value—
IQ EQ Fund Management (Singapore) Private Ltd
N/A
Shares— from 10
Change-10 (-100%)
Value—
Philadelphia Investment Partners, LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
Broadwater Capital Management LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 7
Change-7 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 7
Change-7 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 7
Change-7 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 2
Change-2 (-100%)
Value—
Ross\johnson & Associates LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Bank of New York Mellon Corp
DECREASED2,582,5072,668,882-86,375-3%$1.1B$1.1B-$27.5M2026-11-05
Sumitomo Mitsui Trust Group, Inc.
DECREASED1,321,9941,345,357-23,363-2%$573.3M$568.1M-$5.2M2026-10-29
Dimensional Fund Advisors LP
DECREASED1,184,0411,200,251-16,210-1%$511.2M$508.9M-$2.4M2026-11-04
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED1,007,564949,877+57,687+6%$404.8M$433.0M+$28.2M2026-11-05
Pictet Asset Management Holding SA
DECREASED997,6661,025,840-28,174-3%$437.1M$428.7M-$8.4M2026-11-03
PNC Financial Services Group, Inc.
DECREASED908,525933,622-25,097-3%$397.8M$390.4M-$7.4M2026-11-06
Bank Julius Baer & Co. Ltd, Zurich
DECREASED761,287775,555-14,268-2%$327.6M$327.7M+$46.1K2026-10-29
Truist Financial Corp
INCREASED717,959708,457+9,502+1%$301.9M$308.5M+$6.6M2026-10-30
Bahl & Gaynor LLC
DECREASED692,877710,424-17,547-2%$302.7M$297.7M-$5.0M2026-11-05
Barclays PLC
INCREASED617,232468,781+148,451+32%$199.8M$265.2M+$65.5M2026-11-06
Guinness Asset Management LTD
DECREASED547,993568,814-20,821-4%$241.3M$235.5M-$5.9M2026-11-05
Williams Jones Wealth Management, Llc.
INCREASED539,258530,610+8,648+2%$226.1M$231.7M+$5.6M2026-11-05
AGF Management LTD
DECREASED530,953773,058-242,105-31%$329.4M$228.2M-$101.3M2026-11-03
Citigroup Inc
DECREASED517,955564,310-46,355-8%$240.5M$222.6M-$17.9M2026-11-04
US Bancorp \de\
INCREASED474,406467,394+7,012+2%$199.2M$203.9M+$4.7M2026-11-05
Swedbank AB
DECREASED467,623778,055-310,432-40%$331.5M$200.9M-$130.6M2026-10-27
DekaBank Deutsche Girozentrale
DECREASED461,171673,631-212,460-32%$230.6K$199.9K-$30.7K2026-10-27
Fifth Third Bancorp
DECREASED453,581468,862-15,281-3%$199.8M$194.9M-$4.9M2026-11-05
Principal Financial Group Inc
DECREASED426,213562,271-136,058-24%$239.6M$183.1M-$56.4M2026-11-02
Thrivent Financial for Lutherans
DECREASED418,687452,316-33,629-7%$192.7K$180.1K-$12.6K2026-11-05
Congress Asset Management Co
DECREASED393,986413,077-19,091-5%$176.0M$169.3M-$6.7M2026-10-06
AMF Tjanstepension AB
INCREASED364,814359,646+5,168+1%$153.3M$156.8M+$3.5M2026-10-22
Allspring Global Investments Holdings, LLC
DECREASED359,086414,054-54,968-13%$170.7M$157.0M-$13.7M2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED339,177314,815+24,362+8%$127.6M$143.3M+$15.7M2026-10-13
King Luther Capital Management Corp
DECREASED306,381317,877-11,496-4%$135.5M$131.7M-$3.8M2026-11-05
Assenagon Asset Management S.A.
INCREASED282,750151,126+131,624+87%$64.4M$121.5M+$57.1M2026-10-15
New York State Teachers Retirement System
DECREASED280,558285,644-5,086-2%$121.7K$120.6K-$1.2K2026-10-22
Aegon Asset Management UK PLC
INCREASED267,498265,250+2,248+1%$113.0M$114.9M+$1.9M2026-11-04
Creative Planning
INCREASED254,572246,115+8,457+3%$104.9M$109.4M+$4.5M2026-11-02
PFA Pension, Forsikringsaktieselskab
INCREASED244,874211,233+33,641+16%$90.0M$105.2M+$15.2M2026-11-06
Temasek Holdings (Private) Ltd
NEW227,445—+227,445——$97.7M—2026-10-28
Keybank National Association
DECREASED218,790222,747-3,957-2%$94.9M$94.0M-$900.7K2026-11-04
Commonwealth Equity Services, LLC
INCREASED211,456210,384+1,072+1%$89.6M$90.9M+$1.2M2026-11-02
Midwest Trust Co
DECREASED207,235207,784-5490%$88.5M$89.1M+$510.0K2026-10-22
Kestra Advisory Services, LLC
INCREASED201,522199,286+2,236+1%$84.9M$86.6M+$1.7M2026-11-02
Sustainable Growth Advisers, LP
NEW199,557—+199,557——$85.8M—2026-10-15
TD Waterhouse Canada Inc.
INCREASED193,681188,970+4,711+2%$78.0M$84.8M+$6.8M2026-10-16
MacKenzie Financial Corp
DECREASED193,432297,343-103,911-35%$126.7M$83.1M-$43.6M2026-11-02
Nicholas Company, Inc.
DECREASED182,370182,455-850%$77.7M$78.4M+$618.5K2026-11-05
Eastern Bank
DECREASED178,483180,499-2,016-1%$76.9M$76.7M-$218.3K2026-10-05
Vaughan David Investments LLC
DECREASED174,886175,500-6140%$74.8K$75.2K+$3662026-11-05
Asset Management One Co., Ltd.
INCREASED172,862169,597+3,265+2%$72.3M$74.3M+$2.0M2026-10-27
Factory Mutual Insurance Co
INCREASED170,719151,919+18,800+12%$64.7M$73.4M+$8.6M2026-10-30
Americana Partners, LLC
DECREASED164,871173,373-8,502-5%$73.9M$70.8M-$3.0M2026-10-28
Carnegie Investment Counsel
DECREASED163,241165,555-2,314-1%$70.5M$70.1M-$400.2K2026-10-20
Eurizon Capital SGR S.p.A.
DECREASED162,265175,329-13,064-7%$74.4M$69.8M-$4.7M2026-11-06
Swiss Life Asset Management Ltd
INCREASED156,038132,128+23,910+18%$56.3M$67.1M+$10.7M2026-11-03
Savant Capital, LLC
INCREASED154,94675,147+79,799+106%$33.2M$66.6M+$33.4M2026-11-06
J. L. Bainbridge & Co., Inc.
DECREASED154,882156,430-1,548-1%$66.7M$66.6M-$103.6K2026-10-20
Cullen T Bankers, Inc.
DECREASED151,238156,463-5,225-3%$66.7M$65.0M-$1.7M2026-10-28
Compagnie Lombard Odier SCmA
INCREASED150,525139,326+11,199+8%$59.4M$64.7M+$5.3M2026-11-04
Bank Pictet & Cie (Europe) AG
DECREASED150,231155,633-5,402-3%$66.3M$64.6M-$1.8M2026-10-20
Ferguson Wellman Capital Management, Inc
INCREASED143,506143,454+52+0%$61.1M$61.7M+$537.1K2026-10-05
Banque Pictet & CIE SA
DECREASED142,725166,827-24,102-14%$71.1M$61.3M-$9.8M2026-10-16
Argent Capital Management LLC
DECREASED141,954147,475-5,521-4%$62.8M$61.0M-$1.8M2026-10-05
CIBC Asset Management Inc
INCREASED136,674108,470+28,204+26%$46.2M$58.7M+$12.5M2026-11-05
Citizens Financial Group Inc
DECREASED131,131134,937-3,806-3%$57.5M$56.3M-$1.2M2026-10-23
Nisa Investment Advisors, LLC
DECREASED130,867131,463-5960%$56.0M$56.2M+$215.8K2026-10-20
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED128,152137,105-8,953-7%$58.4M$55.1M-$3.4M2026-10-15
Gateway Investment Advisers LLC
INCREASED126,991124,947+2,044+2%$53.2M$54.6M+$1.3M2026-10-13
State of New Jersey Common Pension Fund D
INCREASED125,853125,773+80+0%$53.6M$54.1M+$485.9K2026-11-05
Pinnacle Associates LTD
DECREASED122,542124,878-2,336-2%$53.2M$52.7M-$555.3K2026-10-20
Campbell Newman Asset Management Inc
DECREASED116,318116,585-2670%$49.7M$50.0M+$303.8K2026-10-22
Lido Advisors, LLC
INCREASED116,259108,840+7,419+7%$46.4M$50.0M+$3.6M2026-11-04
Gradient Investments LLC
DECREASED116,253116,294-410%$49.6M$50.0M+$399.7K2026-10-08
Mn Services Vermogensbeheer B.V.
INCREASED115,137113,037+2,100+2%$48.2K$49.5K+$1.3K2026-10-08
Davidson Investment Advisors
DECREASED112,643113,066-4230%$48.2M$48.4M+$224.1K2026-10-20
Czech National Bank
INCREASED111,597110,525+1,072+1%$47.1M$48.0M+$857.4K2026-10-13
Calamos Advisors LLC
INCREASED111,040109,417+1,623+1%$46.6M$47.7M+$1.1M2026-11-02
Munich Reinsurance Co Stock Corp in Munich
DECREASED109,695134,636-24,941-19%$57.4M$47.1M-$10.2M2026-10-30
Arizona State Retirement System
INCREASED108,502107,658+844+1%$45.9M$46.6M+$749.2K2026-11-03
Old Republic International Corp
DECREASED108,110201,650-93,540-46%$85.9K$46.5K-$39.4K2026-10-26
Alta Capital Management LLC/
DECREASED107,095125,494-18,399-15%$53.5M$46.0M-$7.5M2026-10-26
State of Michigan Retirement System
DECREASED104,956106,856-1,900-2%$45.5M$45.1M-$432.8K2026-10-27
Sterling Capital Management LLC
DECREASED104,649113,242-8,593-8%$48.3M$45.0M-$3.3M2026-10-22
Regions Financial Corp
DECREASED104,364108,671-4,307-4%$46.3M$44.8M-$1.5M2026-11-05
Alecta Tjanstepension Omsesidigt
INCREASED100,95451,064+49,890+98%$20.6M$43.4M+$22.8M2026-11-02
Meyer Handelman Co
DECREASED99,433100,584-1,151-1%$42.9M$42.7M-$133.5K2026-10-28
Avity Investment Management Inc.
DECREASED98,622102,330-3,708-4%$43.6M$42.4M-$1.2M2026-10-09
Mirae Asset Global Investments Co., Ltd.
DECREASED98,446120,129-21,683-18%$51.2M$42.3M-$8.9M2026-11-03
Daiwa Securities Group Inc.
DECREASED95,13197,231-2,100-2%$41.4M$40.9M-$553.3K2026-10-29
Clearstead Advisors, LLC
DECREASED94,46894,532-640%$40.3M$40.6M+$309.7K2026-11-06
Sumitomo Mitsui DS Asset Management Company, Ltd
DECREASED92,96597,927-4,962-5%$41.7M$39.9M-$1.8M2026-10-20
Strs Ohio
DECREASED89,05895,009-5,951-6%$40.5M$38.3M-$2.2M2026-10-30
Foster Dykema Cabot & Partners, LLC
DECREASED88,67389,386-713-1%$38.1M$38.1M+$14.5K2026-10-30
Granite Investment Partners, LLC
INCREASED88,54185,925+2,616+3%$36.6M$38.0M+$1.4M2026-11-04
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED85,81185,765+46+0%$36.5M$36.9M+$327.7K2026-11-03
National Mutual Insurance Federation of Agricultural Cooperatives
UNCHANGED84,30084,30000%$35.9M$36.2M+$302.6K2026-10-28
Xponance LLC
INCREASED82,45377,515+4,938+6%$33.0M$35.4M+$2.4M2026-11-03
Retirement Systems of Alabama
DECREASED81,45081,572-1220%$34.8M$35.0M+$240.4K2026-11-04
Oppenheimer & Co Inc
DECREASED81,17883,149-1,971-2%$35.4M$34.9M-$548.5K2026-10-26
Prime Capital Investment Advisors, LLC
DECREASED80,10684,327-4,221-5%$35.9M$34.4M-$1.5M2026-10-20
Cambridge Investment Research Advisors, Inc.
INCREASED77,40775,244+2,163+3%$32.1K$33.3K+$1.2K2026-11-02
MGO One Seven LLC
INCREASED77,26172,193+5,068+7%$30.8M$33.2M+$2.4M2026-10-28
Godsey & Gibb, Inc
INCREASED76,27075,924+346+0%$32.4M$32.8M+$421.2K2026-10-14
Assetmark, Inc
INCREASED76,04475,527+517+1%$32.2M$32.7M+$493.3K2026-10-21
ARS Investment Partners, LLC
DECREASED75,97677,499-1,523-2%$33.0M$32.6M-$376.2K2026-11-05
Chicago Capital, LLC
INCREASED74,79968,130+6,669+10%$29.0M$32.1M+$3.1M2026-10-13
Neos Investment Management LLC
INCREASED72,87763,262+9,615+15%$27.0M$31.3M+$4.4M2026-11-04
Associated Banc-Corp
DECREASED72,23376,119-3,886-5%$32.4M$31.0M-$1.4M2026-10-30
Amalgamated Bank
DECREASED69,73171,525-1,794-3%$30.5K$30.0K-$5142026-10-23
Rakuten Investment Management, Inc.
NEW69,707—+69,707——$30.2M—2026-10-30
Vontobel Holding Ltd.
DECREASED68,97470,353-1,379-2%$30.0M$29.6M-$340.0K2026-10-16
Willis Investment Counsel
DECREASED67,87376,973-9,100-12%$32.8M$29.2M-$3.6M2026-10-20
Davenport & Co LLC
INCREASED66,76965,430+1,339+2%$27.7M$28.7M+$985.7K2026-10-14
Adell Harriman & Carpenter Inc
INCREASED64,99563,721+1,274+2%$27.2M$27.9M+$776.2K2026-11-02
Wesbanco Bank Inc
DECREASED64,31866,908-2,590-4%$28.5M$27.6M-$872.7K2026-11-04
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
INCREASED64,28346,867+17,416+37%$20.0M$27.6M+$7.7M2026-10-22
Moody Lynn Lieberson & Walker, LLC
INCREASED63,02662,861+165+0%$26.8M$27.1M+$296.6K2026-10-14
Oppenheimer Asset Management Inc.
DECREASED62,91865,571-2,653-4%$27.9M$27.0M-$904.6K2026-10-27
Riverbridge Partners LLC
INCREASED61,64426,919+34,725+129%$11.5M$26.5M+$15.0M2026-11-05
Boston Trust Walden Corp
DECREASED61,14870,556-9,408-13%$30.1M$26.3M-$3.8M2026-10-30
Beese Fulmer Investment Management, Inc.
INCREASED60,53453,283+7,251+14%$22.7M$26.0M+$3.3M2026-10-23
ProShare Advisors LLC
DECREASED60,11160,519-408-1%$25.8M$25.8M+$41.9K2026-10-29
Kestra Private Wealth Services, LLC
INCREASED60,00053,079+6,921+13%$22.6M$25.8M+$3.2M2026-11-06
Grimes & Co Wealth Management, LLC
DECREASED57,59559,256-1,661-3%$25.3M$24.7M-$501.1K2026-10-29
Pittenger & Anderson Inc
DECREASED56,76462,676-5,912-9%$26.7M$24.4M-$2.3M2026-11-02
Bailard, Inc.
DECREASED56,76257,109-347-1%$24.3M$24.4M+$55.9K2026-10-13
KBC Group NV
DECREASED56,70157,106-405-1%$24.3K$24.4K+$312026-10-22
Beacon Investment Advisory Services, Inc.
DECREASED55,39455,706-312-1%$23.7M$23.8M+$65.9K2026-10-13
Mcdaniel Terry & Co
INCREASED55,27253,572+1,700+3%$22.8M$23.8M+$922.8K2026-11-05
Trust Co of Vermont
INCREASED54,67754,039+638+1%$23.0M$23.5M+$468.2K2026-10-21
Moran Wealth Management, LLC
INCREASED53,56452,751+813+2%$22.5M$23.0M+$538.5K2026-10-22
First Citizens Bank & Trust Co
DECREASED53,24256,252-3,010-5%$24.0M$22.9M-$1.1M2026-10-14
Suncoast Equity Management
DECREASED53,17555,106-1,931-3%$23.5M$22.8M-$631.9K2026-11-03
Ethic Inc.
INCREASED51,38149,547+1,834+4%$21.1M$22.1M+$966.0K2026-11-03
First Nebraska Trust Co
DECREASED51,16452,420-1,256-2%$22.3M$22.0M-$352.1K2026-10-30
Nemes Rush Group LLC
DECREASED50,98551,063-780%$21.8M$21.9M+$149.7K2026-11-04
First American Bank
DECREASED50,53552,131-1,596-3%$22.2M$21.7M-$498.7K2026-10-27
Norris Perne & French LLP
INCREASED50,23345,169+5,064+11%$19.2M$21.6M+$2.3M2026-10-23
MassMutual Private Wealth & Trust, FSB
INCREASED49,62048,850+770+2%$20.8M$21.3M+$506.2K2026-10-05
Bourgeon Capital Management LLC
DECREASED48,06548,507-442-1%$20.7M$20.7M-$15.8K2026-10-19
Goelzer Investment Management, Inc.
DECREASED47,84748,279-432-1%$20.6M$20.6M-$12.3K2026-10-16
Oregon Public Employees Retirement Fund
DECREASED47,69947,723-240%$20.3M$20.5M+$161.0K2026-10-30
Badgley Phelps Wealth Managers, LLC
DECREASED45,78046,032-252-1%$19.6M$19.7M+$57.0K2026-10-22
Concurrent Investment Advisors, LLC
INCREASED45,12840,620+4,508+11%$17.3M$19.4M+$2.1M2026-10-16
Cullen Investment Group, Ltd.
DECREASED44,96849,144-4,176-8%$20.9M$19.2M-$1.8M2026-10-13
Sycomore Asset Management
UNCHANGED44,42844,42800%$17.9K$17.9K$02026-10-26
Mutual of America Capital Management LLC
DECREASED44,04044,424-384-1%$18.9M$18.9M-$5.5K2026-10-23
Franklin Street Advisors Inc
DECREASED43,72448,545-4,821-10%$20.7M$18.8M-$1.9M2026-10-13
Vantage Investment Partners, LLC
DECREASED43,34543,465-1200%$18.5M$18.6M+$104.5K2026-10-27
IFM Investors Pty Ltd
DECREASED42,60643,206-600-1%$18.4M$18.3M-$102.7K2026-10-14
Forbes J M & Co LLP
INCREASED40,57340,347+226+1%$17.2M$17.4M+$242.0K2026-10-16
Baker Avenue Asset Management, LP
INCREASED40,47133,919+6,552+19%$14.5M$17.4M+$2.9M2026-11-06
Generali Asset Management SPA SGR
INCREASED40,39837,025+3,373+9%$15.8M$17.4M+$1.6M2026-10-26
Nordwand Advisors, LLC
DECREASED39,84840,599-751-2%$17.3M$17.1M-$177.0K2026-11-05
Daymark Wealth Partners, LLC
DECREASED38,92239,834-912-2%$17.0M$16.7M-$248.8K2026-11-04
Anchor Capital Advisors LLC
DECREASED38,45538,619-1640%$16.5M$16.5M+$68.4K2026-11-05
Prospera Financial Services Inc
INCREASED37,55734,368+3,189+9%$14.6M$13.9M-$751.2K2026-11-04
Mcdonald Partners LLC
DECREASED37,30937,797-488-1%$16.1M$16.0M-$73.8K2026-11-03
Merit Financial Group, LLC
DECREASED37,02837,080-520%$15.8M$15.9M+$110.9K2026-11-06
State of Alaska, Department of Revenue
DECREASED36,79538,047-1,252-3%$16.2K$15.8K-$4012026-10-15
Vise Technologies, Inc.
INCREASED36,64929,330+7,319+25%$12.5M$15.7M+$3.3M2026-10-29
Eliot Finkel Investment Counsel, LLC
DECREASED36,44936,619-1700%$15.6M$15.7M+$58.4K2026-11-03
ASR Vermogensbeheer N.V.
INCREASED36,34929,553+6,796+23%$12.6M$15.6M+$3.0M2026-10-16
Yousif Capital Management, LLC
INCREASED36,27636,100+176+0%$15.4M$15.6M+$205.2K2026-10-22
Two Point Capital Management, Inc.
DECREASED35,94036,515-575-2%$15.6M$15.4M-$115.9K2026-10-16
Acorn Financial Advisory Services Inc
INCREASED35,86629,979+5,887+20%$12.8M$15.4M+$2.6M2026-11-02
Payden & Rygel
DECREASED35,78035,880-1000%$15.3K$15.4K+$862026-10-28
Salem Investment Counselors Inc
INCREASED35,39134,051+1,340+4%$14.5M$15.2M+$698.1K2026-10-13
Empire Life Investments Inc.
NEW34,740—+34,740——$14.9M—2026-11-06
WealthBridge Investment Counsel Inc.
DECREASED34,59535,410-815-2%$15.1K$14.9K-$2232026-10-13
Atria Investments, Inc
INCREASED34,58133,582+999+3%$14.3M$14.9M+$549.7K2026-10-15
First Financial Bank - Trust Division
DECREASED34,37735,696-1,319-4%$15.2M$14.8M-$438.6K2026-10-01
Fifth Third Wealth Advisors LLC
INCREASED33,68533,536+149+0%$14.3M$14.5M+$184.5K2026-10-22
Oak Harvest Investment Services
DECREASED33,63748,786-15,149-31%$20.8M$14.5M-$6.3M2026-10-20
United Asset Strategies, Inc.
INCREASED33,20632,660+546+2%$13.9M$14.3M+$351.9K2026-10-28
ABN Amro Investment Solutions
INCREASED32,67725,376+7,301+29%$10.8M$14.0M+$3.2M2026-10-21
Richard C. Young & Co., Ltd.
INCREASED32,4769,874+22,602+229%$4.2M$14.0M+$9.7M2026-11-04
Pegasus Asset Management, Inc.
INCREASED32,32832,079+249+1%$13.7M$13.9M+$222.2K2026-11-03
Spring Capital Management, LLC
DECREASED31,33631,383-470%$13.4M$13.5M+$92.5K2026-10-09
D.A. Davidson & Co.
INCREASED31,04428,778+2,266+8%$12.3M$13.3M+$1.1M2026-10-28
Lmcg Investments, LLC
INCREASED30,15629,624+532+2%$12.6M$13.0M+$335.0K2026-10-21
Teamwork Financial Advisors, LLC
INCREASED30,05429,220+834+3%$12.5M$12.9M+$463.3K2026-10-19
Hamilton Point Investment Advisors, LLC
INCREASED29,80729,409+398+1%$12.5M$12.8M+$276.6K2026-11-03
Roffman Miller Associates Inc
NEW29,594—+29,594——$12.7M—2026-10-19
Gulf International Bank (UK) Ltd
UNCHANGED29,54229,54200%$12.6K$12.7K+$1062026-10-20
Calamos Wealth Management LLC
DECREASED29,49930,039-540-2%$12.8M$12.7M-$124.2K2026-11-02
Glenview Trust Co
INCREASED29,34828,053+1,295+5%$12.0M$12.6M+$657.2K2026-10-28
Clear Trail Advisors, LLC
DECREASED29,10031,201-2,101-7%$13.3M$12.5M-$790.9K2026-10-20
Generate Investment Management Ltd
DECREASED29,03043,987-14,957-34%$18.7M$12.5M-$6.3M2026-10-14
Running Oak Capital LLC
INCREASED28,91528,203+712+3%$12.0M$12.4M+$407.2K2026-11-04
Carret Asset Management, LLC
DECREASED28,72428,861-1370%$12.3M$12.3M+$44.9K2026-11-04
Nixon Peabody Trust Co
INCREASED28,24527,434+811+3%$11.7M$12.1M+$447.0K2026-10-23
Community Financial Services Group, LLC
DECREASED28,18628,934-748-3%$11.9M$12.3M+$395.4K2026-10-15
HB Wealth Management, LLC
DECREASED28,09129,416-1,325-4%$12.5M$12.1M-$464.1K2026-10-23
Greenfield Seitz Capital Management, LLC
DECREASED27,76327,853-900%$11.9M$11.9M+$61.3K2026-10-29
Foster Victor Wealth Advisors, LLC
INCREASED27,70526,259+1,446+6%$10.9M$10.8M-$64.8K2026-10-21
Brookstone Capital Management
DECREASED27,70131,839-4,138-13%$13.6M$11.9M-$1.7M2026-10-22
Choreo, LLC
INCREASED27,12725,350+1,777+7%$10.8M$11.7M+$855.9K2026-10-28
Dillon & Associates Inc
INCREASED27,02424,693+2,331+9%$10.5K$11.6K+$1.1K2026-10-22
Harrell Investment Partners, LLC
DECREASED26,70627,403-697-3%$11.7M$11.5M-$200.9K2026-10-15
Ashton Thomas Private Wealth, LLC
DECREASED26,69726,790-930%$11.4M$11.5M+$55.9K2026-11-03
First National Trust Co
INCREASED26,57320,373+6,200+30%$8.7M$11.4M+$2.7M2026-10-28
OpenArc Corporate Advisory, LLC
INCREASED26,56625,365+1,201+5%$10.8M$11.4M+$607.1K2026-10-21
Kingswood Wealth Advisors, LLC
INCREASED26,23725,655+582+2%$10.9M$11.3M+$342.2K2026-10-23
Middleton & Co Inc
DECREASED26,15226,784-632-2%$11.4M$11.2M-$175.4K2026-10-23
Farther Finance Advisors, LLC
INCREASED25,76221,506+4,256+20%$9.2M$11.1M+$1.9M2026-10-08
Park Avenue Securities LLC
DECREASED25,70725,727-200%$11.0K$11.0K+$832026-10-26
Cyndeo Wealth Partners, LLC
DECREASED25,67926,848-1,169-4%$11.4M$11.0M-$405.9K2026-10-16
Citizens National Bank Trust Department
DECREASED25,42726,053-626-2%$11.1M$10.9M-$175.5K2026-11-04
Cornerstone Wealth Group, LLC
INCREASED25,00824,488+520+2%$10.4M$10.7M+$311.3K2026-11-02
Ellsworth Advisors, LLC
INCREASED25,00324,582+421+2%$10.1M$10.7M+$595.1K2026-10-15
Summit Financial Wealth Advisors, LLC
DECREASED24,73825,045-307-1%$10.7M$10.6M-$42.0K2026-10-15
Parcion Private Wealth LLC
DECREASED24,70425,467-763-3%$10.9M$10.6M-$236.2K2026-10-28
Ashurst Perkins Coie Trust Co
DECREASED24,68825,354-666-3%$10.8M$10.6M-$195.1K2026-10-15
YHB Investment Advisors, Inc.
INCREASED24,55923,468+1,091+5%$10.0M$10.6M+$553.1K2026-10-08
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED24,13623,024+1,112+5%$9.8M$10.4M+$560.5K2026-10-27
Westhampton Capital, LLC
DECREASED23,99324,957-964-4%$10.6M$10.3M-$324.6K2026-10-30
Wespac Advisors SoCal, LLC
DECREASED23,79623,805-90%$10.1M$10.2M+$81.3K2026-10-13
Hartline Investment Corp/
INCREASED23,71719,408+4,309+22%$8.3M$10.2M+$1.9M2026-10-29
Maryland State Retirement & Pension System
INCREASED23,66520,808+2,857+14%$8.9M$10.2M+$1.3M2026-11-05
Trifecta Capital Advisors, LLC
INCREASED23,61022,963+647+3%$9.8M$10.1M+$360.5K2026-10-21
Parsons Capital Management Inc
DECREASED23,58223,715-133-1%$10.1M$10.1M+$28.0K2026-10-28
Consolidated Investment Group LLC
UNCHANGED23,57023,57000%$10.0M$10.1M+$84.6K2026-11-04
Hendley & Co Inc
INCREASED23,56923,369+200+1%$10.0K$10.1K+$1702026-10-29
Highland Capital Management, LLC
INCREASED22,81420,519+2,295+11%$8.7M$9.8M+$1.1M2026-10-26
Reliant Investment Management, LLC
DECREASED22,33622,397-610%$9.5M$9.6M+$54.2K2026-10-14
Synergy Asset Management, LLC
INCREASED21,97515,439+6,536+42%$6.6M$9.4M+$2.9M2026-11-05
Level Four Advisory Services, LLC
INCREASED21,78121,576+205+1%$9.2M$9.4M+$166.9K2026-11-06
Wilson Asset Management (International) PTY LTD
INCREASED21,75013,500+8,250+61%$5.8M$9.3M+$3.6M2026-10-26
Strategy Asset Managers LLC
INCREASED21,59121,172+419+2%$9.0M$9.3M+$256.3K2026-10-14
Nippon Life Global Investors Americas, Inc.
NEW21,460—+21,460——$9.2M—2026-10-29
Florida Trust Wealth Management Co
INCREASED21,24518,104+3,141+17%$7.7M$9.1M+$1.4M2026-11-05
StrongBox Wealth, LLC
INCREASED21,15621,011+145+1%$9.0M$9.1M+$137.8K2026-11-02
Neville Rodie & Shaw Inc
INCREASED21,12520,525+600+3%$8.7K$9.1K+$3322026-10-05
Princeton Global Asset Management LLC
INCREASED20,96820,808+160+1%$8.9M$9.0M+$143.5K2026-10-21
Fiduciary Alliance LLC
DECREASED20,89923,864-2,965-12%$10.2M$9.0M-$1.2M2026-10-13
Hartford Investment Management Co
DECREASED20,79821,472-674-3%$9.1M$8.9M-$212.5K2026-11-04
Dana Investment Advisors, Inc.
DECREASED20,42120,525-104-1%$8.7M$8.8M+$29.0K2026-11-06
Sagespring Wealth Partners, LLC
INCREASED20,41419,479+935+5%$8.3M$8.8M+$471.8K2026-10-22
Joseph Group Capital Management
INCREASED20,02619,410+616+3%$8.3M$8.6M+$334.4K2026-11-04
KCM Investment Advisors LLC
INCREASED19,82717,292+2,535+15%$7.4M$8.5M+$1.2M2026-10-27
Eastover Investment Advisors LLC
INCREASED19,74919,696+53+0%$8.4M$8.5M+$93.5K2026-10-05
Codex Capital Asset Management L.L.C.
DECREASED19,70019,900-200-1%$8.5M$8.5M-$14.5K2026-10-30
SFE Investment Counsel
INCREASED19,67919,589+90+0%$8.3M$8.5M+$109.0K2026-10-29
B. Riley Wealth Advisors, Inc.
DECREASED19,56022,373-2,813-13%$9.1M$8.4M-$729.0K2026-10-13
Ayrshire Capital Management LLC
DECREASED19,46920,567-1,098-5%$8.8M$8.4M-$397.7K2026-10-20
Larson Financial Group LLC
INCREASED19,40618,298+1,108+6%$7.8M$8.3M+$541.5K2026-11-05
GC Wealth Management RIA, LLC
INCREASED19,35818,256+1,102+6%$7.8M$8.3M+$539.1K2026-11-02
New Mexico Educational Retirement Board
UNCHANGED19,26019,26000%$8.2K$8.3K+$692026-11-05
Louisiana State Employees Retirement System
DECREASED19,10019,800-700-4%$8.4M$8.2M-$229.7K2026-10-20
Iowa State Bank
DECREASED18,92019,382-462-2%$8.3M$8.1M-$128.9K2026-10-06
Woodley Farra Manion Portfolio Management Inc
INCREASED18,77615,952+2,824+18%$6.8M$8.1M+$1.3M2026-11-05
Beacon Financial Group
DECREASED18,73519,177-442-2%$8.2M$8.1M-$121.1K2026-10-19
LBP AM SA
DECREASED18,495104,882-86,387-82%$44.7M$7.9M-$36.7M2026-11-06
Schwartz Investment Counsel Inc
DECREASED18,20618,256-500%$7.8M$7.8M+$44.1K2026-10-26
Gamma Investing LLC
INCREASED18,07916,695+1,384+8%$7.1M$7.8M+$654.5K2026-10-08
Apollon Wealth Management, LLC
DECREASED17,96218,967-1,005-5%$8.1M$7.7M-$363.7K2026-10-23
Mystic Asset Management, Inc.
DECREASED17,93818,105-167-1%$7.7M$7.7M-$6.8K2026-10-15
Greenleaf Trust
DECREASED17,89318,928-1,035-5%$8.1M$7.7M-$376.8K2026-10-29
Trust Co of Toledo NA
INCREASED17,83817,718+120+1%$7.5M$7.7M+$115.2K2026-10-16
Raub Brock Capital Management LP
DECREASED17,72130,789-13,068-42%$13.1M$7.6M-$5.5M2026-10-21
Victory Financial Group, LLC
INCREASED17,6941,392+16,302+1171%$593.2K$7.6M+$7.0M2026-10-27
Romano Brothers and Company
DECREASED17,58217,930-348-2%$7.6M$7.6M-$85.2K2026-10-22
GAM Holding AG
DECREASED17,44119,718-2,277-12%$8.4M$7.5M-$907.7K2026-11-03
Everest Financial Group LLC
DECREASED17,08717,182-95-1%$7.3M$7.3M+$20.9K2026-11-06
Midwest Professional Planners, Ltd.
DECREASED16,92317,273-350-2%$7.4M$7.3M-$88.8K2026-10-29
Ledyard National Bank
DECREASED16,87817,768-890-5%$7.6M$7.3M-$318.7K2026-10-21
Summerhill Capital Management lnc.
DECREASED16,78516,964-179-1%$7.2M$7.2M-$16.0K2026-11-02
Eagle Rock Investment Company, LLC
DECREASED16,63617,091-455-3%$7.3M$7.1M-$134.2K2026-10-21
Capital Asset Advisory Services LLC
INCREASED16,6277,164+9,463+132%$3.1M$6.2M+$3.1M2026-10-30
BNC Wealth Management, LLC
INCREASED16,57914,888+1,691+11%$6.3M$7.1M+$780.1K2026-10-19
Greenwood Capital Associates LLC
DECREASED16,57216,790-218-1%$7.2M$7.1M-$33.4K2026-10-27
RED Cedar Investment Management, LLC
UNCHANGED16,56716,56700%$7.1M$7.1M+$59.5K2026-11-04
Crestwood Advisors Group, LLC
INCREASED16,56116,074+487+3%$6.8M$7.1M+$266.9K2026-10-27
NLB Skladi, upravljanje premozenja, d.o.o.
DECREASED16,49216,683-191-1%$7.1M$7.1M-$22.2K2026-10-22
Smith Salley Wealth Management
DECREASED16,42417,907-1,483-8%$7.6M$7.1M-$572.9K2026-11-03
Scissortail Wealth Management, LLC
INCREASED16,32816,085+243+2%$6.9M$7.0M+$162.4K2026-11-03
Exchange Traded Concepts, LLC
INCREASED16,29410,303+5,991+58%$4.4M$7.0M+$2.6M2026-10-28
IFP Advisors, Inc
INCREASED16,02610,814+5,212+48%$4.6M$6.9M+$2.3M2026-10-16
Central Trust Co
INCREASED15,90415,890+14+0%$6.8M$6.8M+$62.9K2026-11-05
AlphaCore Capital LLC
DECREASED15,81616,510-694-4%$7.0M$6.8M-$238.9K2026-11-04
Knights of Columbus Asset Advisors LLC
NEW15,789—+15,789——$6.8M—2026-11-05
Fideuram Asset Management (Ireland) dac
DECREASED15,75650,561-34,805-69%$20.6M$6.7M-$13.9M2026-10-29
Ascent Wealth Partners, LLC
DECREASED15,69915,907-208-1%$6.8M$6.7M-$32.3K2026-10-23
Globalt Investments LLC / GA
DECREASED15,54716,075-528-3%$6.8M$6.7M-$169.1K2026-10-27
Red Spruce Capital, LLC
DECREASED15,52815,567-390%$6.6M$6.7M+$39.1K2026-10-07
Tokio Marine Asset Management Co LTD
INCREASED15,50914,481+1,028+7%$6.2M$6.7M+$493.7K2026-10-26
BAR Harbor Wealth Management
DECREASED15,36815,385-170%$6.6M$6.6M+$47.9K2026-10-21
Levin Capital Strategies, L.P.
DECREASED15,23915,240-10%$6.5M$6.5M+$54.8K2026-11-02
Azzad Asset Management Inc
DECREASED15,19816,818-1,620-10%$7.2M$6.5M-$635.8K2026-11-04
Rossmore Private Capital
INCREASED15,01214,847+165+1%$6.3M$6.5M+$124.2K2026-10-27
Robeco Institutional Asset Management B.V.
DECREASED14,92018,529-3,609-19%$7.9M$6.4M-$1.5M2026-10-20
Wedbush Securities Inc
INCREASED14,84713,908+939+7%$5.9K$6.4K+$4532026-10-22
Strategic Advisors LLC
DECREASED14,75315,269-516-3%$6.5M$6.3M-$166.9K2026-10-13
Marks Group Wealth Management, Inc
DECREASED14,69416,016-1,322-8%$6.8M$6.3M-$510.6K2026-11-05
Bouvel Investment Partners, LLC
DECREASED14,65414,886-232-2%$6.3M$6.3M-$46.3K2026-10-13
Comprehensive Financial Consultants Institutional, Inc.
DECREASED14,65315,408-755-5%$6.6M$6.3M-$269.1K2026-10-15
St. Clair Advisors, LLC
UNCHANGED14,51914,51900%$6.2M$6.2M+$52.1K2026-10-13
VestGen Advisors, LLC
INCREASED14,45214,204+248+2%$6.1M$6.2M+$157.4K2026-10-27
Lynch Asset Management, Inc.
INCREASED14,45014,120+330+2%$6.0M$6.2M+$192.5K2026-10-28
Alps Advisors Inc
DECREASED14,33017,510-3,180-18%$7.5M$6.2M-$1.3M2026-11-03
Doliver Advisors, LP
DECREASED14,28714,402-115-1%$6.1M$6.1M+$2.3K2026-10-01
Chesley Taft & Associates LLC
INCREASED14,06313,471+592+4%$5.7M$6.0M+$302.7K2026-10-13
James Investment Research, Inc.
DECREASED14,02517,478-3,453-20%$7.4M$6.0M-$1.4M2026-10-22
Patten Group, Inc.
DECREASED14,02314,304-281-2%$6.1M$6.0M-$69.4K2026-10-26
Diversify Advisory Services, LLC
INCREASED13,61613,601+15+0%$5.4M$5.5M+$58.3K2026-10-20
Diversify Wealth Management, LLC
INCREASED13,61613,601+15+0%$5.4M$5.5M+$58.3K2026-10-20
CoreCap Advisors, LLC
DECREASED13,57713,994-417-3%$6.0M$5.8M-$128.9K2026-10-08
Cypress Capital Group
INCREASED13,47811,757+1,721+15%$5.0M$5.8M+$781.7K2026-11-03
Masterinvest Kapitalanlage GmbH
INCREASED13,45312,301+1,152+9%$5.2M$5.8M+$539.2K2026-11-03
Signaturefd, LLC
INCREASED13,42112,981+440+3%$5.5M$5.8M+$235.4K2026-10-23
Leelyn Smith, LLC
INCREASED13,37612,120+1,256+10%$5.2M$5.7M+$582.9K2026-11-03
Turtle Creek Wealth Advisors, LLC
INCREASED13,35913,030+329+3%$5.6M$5.7M+$190.2K2026-10-15
New Hampshire Trust
DECREASED13,30013,426-126-1%$5.7M$5.7M-$5.9K2026-10-20
Annex Advisory Services, LLC
DECREASED13,16325,593-12,430-49%$10.9M$5.7M-$5.2M2026-10-16
Simon Quick Advisors, LLC
DECREASED12,96114,685-1,724-12%$6.3M$5.6M-$688.1K2026-10-26
Tandem Capital Management Corp
DECREASED12,87513,095-220-2%$5.6M$5.5M-$47.5K2026-10-22
Venture Visionary Partners LLC
DECREASED12,75713,331-574-4%$5.7M$5.5M-$198.8K2026-10-07
Howland Capital Management LLC
DECREASED12,72912,730-10%$5.4M$5.5M+$45.3K2026-10-22
Plato Investment Management Ltd
DECREASED12,71912,773-540%$5.4M$5.5M+$75.7K2026-11-05
NBT Bank, N.A.
DECREASED12,65512,810-155-1%$5.5M$5.4M-$20.6K2026-10-21
Vest Financial, LLC
DECREASED12,63912,783-144-1%$5.4M$5.4M-$16.0K2026-10-21
First Merchants Corp
DECREASED12,51212,718-206-2%$5.4M$5.4M-$42.9K2026-10-15
Sigma Planning Corp
DECREASED12,39612,817-421-3%$5.5M$5.3M-$136.1K2026-10-23
HCR Wealth Advisors
DECREASED12,36912,405-360%$5.3M$5.3M+$29.1K2026-10-15
J.W. Cole Advisors, Inc.
INCREASED12,31411,976+338+3%$5.1M$5.3M+$188.2K2026-11-05
Alpha Omega Wealth Management LLC
DECREASED12,14812,223-75-1%$5.2M$5.2M+$11.7K2026-10-23
Confluence Wealth Services, Inc.
DECREASED12,11519,869-7,754-39%$8.5M$5.2M-$3.3M2026-11-05
Bright Financial Advisors, Inc.
UNCHANGED12,05512,05500%$5.1M$5.2M+$43.3K2026-10-23
Plimoth Trust Co LLC
INCREASED12,04911,972+77+1%$5.1M$5.2M+$76.1K2026-10-26
Wealth Intelligence, LLC
INCREASED12,04711,763+284+2%$5.0M$5.2M+$164.3K2026-10-16
Prevail Innovative Wealth Advisors, LLC
INCREASED12,02711,047+980+9%$4.7M$5.2M+$480.3K2026-10-20
North Dakota State Investment Board
INCREASED11,90211,653+249+2%$5.0M$5.1M+$148.8K2026-10-27
Vista Investment Partners LLC
NEW11,884—+11,884——$5.1M—2026-10-08
Baker Ellis Asset Management LLC
INCREASED11,85411,709+145+1%$5.0M$5.1M+$104.3K2026-10-14
Mill Capital Management, LLC
UNCHANGED11,85011,85000%$5.0M$5.1M+$42.5K2026-10-26
Stenger Family Office, LLC
NEW11,752—+11,752——$5.0M—2026-10-22
Integrated Advisors Network LLC
DECREASED11,71811,921-203-2%$5.1M$5.0M-$44.6K2026-10-20
Y.D. More Investments Ltd
INCREASED11,64111,137+504+5%$4.7M$5.0M+$256.6K2026-11-02
Phoenix Wealth Advisors
DECREASED11,57311,709-136-1%$5.0M$5.0M-$16.4K2026-11-03
Wedmont Private Capital
INCREASED11,4136,729+4,684+70%$2.7M$4.8M+$2.1M2026-10-09
Parallel Advisors, LLC
INCREASED11,34711,021+326+3%$4.7M$4.9M+$179.3K2026-11-03
Crossmark Global Holdings, Inc.
INCREASED11,32510,543+782+7%$4.5M$4.9M+$373.9K2026-10-21
Busey Bank
DECREASED11,27711,503-226-2%$4.9M$4.8M-$55.8K2026-10-26
Quadrant Capital Group LLC
DECREASED11,26011,269-90%$4.8M$4.8M+$20.6K2026-10-20
Evergreen Capital Management LLC
INCREASED11,21910,713+506+5%$4.6M$4.8M+$255.9K2026-10-23
Carderock Capital Management Inc
INCREASED11,1979,160+2,037+22%$3.9M$4.8M+$908.2K2026-10-22
Robbins Farley
DECREASED11,18511,963-778-6%$5.1M$4.8M-$291.4K2026-10-21
Trail Ridge Investment Advisors, LLC
UNCHANGED11,08511,08500%$4.7M$4.8M+$39.8K2026-10-16
Concord Wealth Partners
INCREASED11,00910,817+192+2%$4.6M$4.7M+$121.2K2026-11-02
Deane Retirement Strategies, Inc.
NEW10,967—+10,967——$4.7M—2026-10-09
Vista Investment Partners II, LLC
INCREASED10,8952,850+8,045+282%$1.2M$4.7M+$3.5M2026-10-15
TD Private Client Wealth LLC
INCREASED10,8198,306+2,513+30%$3.5M$4.6M+$1.1M2026-10-28
180 Wealth Advisors, LLC
DECREASED10,81110,953-142-1%$4.7M$4.6M-$21.8K2026-11-03
CMH Wealth Management LLC
DECREASED10,57112,481-1,910-15%$5.3M$4.5M-$775.9K2026-10-22
Caliber Wealth Management, LLC / KS
DECREASED10,52510,707-182-2%$4.6M$4.5M-$39.6K2026-11-04
Glass Wealth Management Co LLC
INCREASED10,4687,866+2,602+33%$3.4M$4.5M+$1.1M2026-10-28
Sawyer & Company, Inc
DECREASED10,41310,733-320-3%$4.6M$4.5M-$99.0K2026-10-21
Strong Tower Advisory Services
DECREASED10,26510,319-54-1%$4.4M$4.4M+$13.5K2026-10-13
Legacy Bridge, LLC
INCREASED10,24810,179+69+1%$4.3M$4.4M+$66.2K2026-10-28
Nations Financial Group Inc,
INCREASED10,2169,797+419+4%$4.2M$4.4M+$215.4K2026-11-05
Peterson Wealth Services
INCREASED10,1549,775+379+4%$4.2M$4.4M+$198.1K2026-10-26
Securian Asset Management, Inc
DECREASED10,13410,348-214-2%$4.1M$4.4M+$215.6K2026-11-06
Concord Asset Management, LLC
INCREASED10,0559,665+390+4%$4.1M$4.3M+$202.3K2026-11-02
Riggs Asset Managment Co. Inc.
INCREASED9,9869,758+228+2%$4.2M$4.3M+$133.0K2026-11-05
Independent Solutions Wealth Management, LLC
INCREASED9,9759,924+51+1%$4.2M$4.3M+$57.6K2026-10-28
Mather Group, Llc.
DECREASED9,89510,169-274-3%$4.3M$4.3M-$80.9K2026-10-14
Hohimer Wealth Management, LLC
INCREASED9,8819,859+22+0%$4.2M$4.2M+$45.0K2026-11-04
Cypress Asset Management Inc
INCREASED9,8509,687+163+2%$4.1M$4.2M+$104.8K2026-10-09
Old Second National Bank of Aurora
DECREASED9,83910,108-269-3%$4.3M$4.2M-$79.3K2026-10-22
Sigma Investment Counselors Inc
INCREASED9,7989,097+701+8%$3.9M$4.2M+$333.6K2026-10-27
Point Windward Advisors Inc.
DECREASED9,7859,921-136-1%$4.2M$4.2M-$22.8K2026-11-06
Hennion & Walsh Asset Management, Inc.
INCREASED9,7807,425+2,355+32%$3.2M$4.2M+$1.0M2026-10-13
Valeo Financial Advisors, LLC
DECREASED9,7739,793-200%$4.2M$4.2M+$29.7K2026-10-08
Dynamic Advisor Solutions LLC
DECREASED9,77210,138-366-4%$4.3M$4.2M-$120.9K2026-10-13
Obermeyer Wealth Partners
INCREASED9,7289,538+190+2%$4.1M$4.2M+$115.9K2026-10-21
Fulton Bank, N.A.
INCREASED9,7059,691+14+0%$4.1M$4.2M+$40.8K2026-10-14
Private Wealth Partners, LLC
INCREASED9,6659,630+35+0%$4.1M$4.2M+$49.6K2026-10-22
Searle & Co.
DECREASED9,64511,675-2,030-17%$5.0M$4.1M-$830.4K2026-11-04
Pekin Hardy Strauss, Inc.
DECREASED9,6399,739-100-1%$4.1M$4.1M-$8.0K2026-11-02
Wealthcare Advisory Partners LLC
INCREASED9,5519,012+539+6%$3.8M$4.1M+$264.3K2026-10-21
Soltis Investment Advisors LLC
INCREASED9,5389,340+198+2%$4.0M$4.1M+$118.9K2026-10-28
Bill Few Associates, Inc.
DECREASED9,4389,623-185-2%$4.1M$4.1M-$44.8K2026-10-09
CrossGen Wealth, LLC
INCREASED9,4319,372+59+1%$4.0M$4.1M+$59.1K2026-10-30
Ritholtz Wealth Management
INCREASED9,4298,836+593+7%$3.8M$4.1M+$286.3K2026-11-05
RFG - Bristol Wealth Advisors, LLC
DECREASED9,2819,472-191-2%$4.0M$4.0M-$48.1K2026-10-09
Dagco, Inc.
INCREASED9,1759,140+35+0%$3.9M$3.9M+$47.9K2026-10-20
Castle Rock Wealth Management, LLC
DECREASED9,14510,931-1,786-16%$4.5M$4.1M-$436.6K2026-10-09
Patten & Patten Inc
DECREASED9,1229,161-390%$3.9M$3.9M+$16.1K2026-10-26
Aaron Wealth Advisors LLC
INCREASED9,1098,802+307+3%$3.8M$3.9M+$163.5K2026-10-13
Frank, Rimerman Advisors LLC
INCREASED9,0668,194+872+11%$3.5M$3.9M+$404.1K2026-10-16
Northcape Wealth Management, LLC
INCREASED9,0349,005+29+0%$3.8M$3.9M+$44.8K2026-11-04
Towne Trust Company, N.a
DECREASED9,0339,095-62-1%$3.9M$3.9M+$6.0K2026-10-28
Mitsubishi UFJ Asset Management (UK) Ltd.
UNCHANGED9,0009,00000%$3.8K$3.9K+$322026-10-22
Retirement Planning Co of New England, Inc.
DECREASED8,9819,136-155-2%$3.9M$3.9M-$33.8K2026-10-15
Lipe & Dalton
UNCHANGED8,8408,84000%$3.8K$3.8K+$322026-10-15
Jacobi Capital Management LLC
INCREASED8,8338,571+262+3%$3.7M$3.8M+$143.6K2026-11-05
Perigon Wealth Management, LLC
DECREASED8,81812,128-3,310-27%$5.2M$3.8M-$1.4M2026-10-22
Shuttleworth & Co
DECREASED8,7728,870-98-1%$3.8M$3.8M-$10.3K2026-10-30
Signature Estate & Investment Advisors LLC
INCREASED8,7598,414+345+4%$3.6M$3.8M+$180.2K2026-10-13
TMB Capital Partners, LLC
DECREASED8,7589,001-243-3%$3.8M$3.8M-$72.2K2026-10-20
Capital City Trust Co
DECREASED8,6588,988-330-4%$3.8M$3.7M-$109.5K2026-10-22
Washington Trust Advisors, Inc.
DECREASED8,6439,052-409-5%$3.9M$3.7M-$143.3K2026-10-22
Shaker Investments LLC
UNCHANGED8,5848,58400%$3.7M$3.7M+$30.8K2026-11-05
Spire Wealth Management
INCREASED8,5657,322+1,243+17%$3.1M$3.7M+$560.5K2026-10-30
Elevation Point Wealth Partners, LLC
DECREASED8,54721,338-12,791-60%$9.1M$3.7M-$5.4M2026-11-05
Mission Wealth Management, LP
DECREASED8,53311,059-2,526-23%$4.7M$3.7M-$1.0M2026-10-15
Arthur M. Cohen & Associates, LLC
INCREASED8,4927,607+885+12%$3.2M$3.6M+$407.6K2026-10-26
PFG Advisors
DECREASED8,4648,542-78-1%$3.6M$3.6M-$2.9K2026-10-16
Tower View Wealth Management LLC
INCREASED8,4458,213+232+3%$3.5M$3.6M+$129.2K2026-10-23
V-Square Quantitative Management LLC
INCREASED8,3208,023+297+4%$3.4M$3.6M+$156.4K2026-10-15
Private Trust Co NA
DECREASED8,1768,298-122-1%$3.5M$3.5M-$22.6K2026-10-20
ASK Capital Investment Managers, LLC
NEW8,167—+8,167——$3.5M—2026-10-14
SWS Partners
DECREASED8,1378,148-110%$3.5M$3.5M+$24.2K2026-10-26
Brady Family Wealth, LLC
INCREASED8,1226,774+1,348+20%$2.9M$3.5M+$603.6K2026-11-02
Mccarter Private Wealth Services LLC
INCREASED8,1067,109+997+14%$3.0M$3.5M+$453.9K2026-10-22
Northwest Wealth Management, LLC
DECREASED8,0938,101-80%$3.5M$3.5M+$25.6K2026-10-30
Clifford Swan Investment Counsel LLC
DECREASED8,0848,109-250%$3.5M$3.5M+$18.4K2026-11-05
Brighton Jones LLC
DECREASED8,0469,010-964-11%$3.8M$3.5M-$382.2K2026-11-03
Compound Planning, Inc.
INCREASED8,0377,463+574+8%$3.2M$3.5M+$273.5K2026-11-05
Bank of New Hampshire
DECREASED8,0058,231-226-3%$3.5M$3.4M-$67.6K2026-10-06
Eulav Asset Management
NEW8,000—+8,000——$3.4M—2026-10-23
Capricorn Fund Managers Ltd
INCREASED8,0007,926+74+1%$3.4M$3.4M+$60.3K2026-11-03
Sky Investment Group LLC
INCREASED7,9847,949+35+0%$3.4M$3.4M+$43.6K2026-10-30
Avidian Wealth Enterprises, LLC
INCREASED7,9797,790+189+2%$3.3M$3.4M+$109.2K2026-10-08
Greater Midwest Financial Group, LLC
DECREASED7,9417,946-50%$3.4M$3.4M+$26.4K2026-10-13
Bdf-Gestion
DECREASED7,9398,946-1,007-11%$1.6M$3.4M+$1.8M2026-10-19
Acumen Wealth Advisors, LLC
INCREASED7,8907,696+194+3%$3.3M$3.4M+$111.0K2026-11-05
Miller Financial Services LLC
UNCHANGED7,8737,87300%$3.4M$3.4M+$28.3K2026-10-20
Myriad Asset Management Advisors LLC
DECREASED7,7739,716-1,943-20%$4.1M$3.3M-$800.0K2026-11-03
Beutel, Goodman & Co Ltd.
DECREASED7,7738,053-280-3%$3.4K$3.3K-$912026-11-04
Burney Co/
DECREASED7,7648,125-361-4%$3.5M$3.3M-$126.0K2026-10-15
Buckhead Capital Management LLC
INCREASED7,6867,508+178+2%$3.2M$3.3M+$103.4K2026-11-03
Strengthening Families & Communities, LLC
INCREASED7,64150+7,591+15182%$21.1K$3.3M+$3.3M2026-10-21
Hudson Canyon Capital Management
DECREASED7,6418,102-461-6%$3.5M$3.3M-$169.0K2026-11-04
North Star Investment Management Corp.
INCREASED7,6397,603+36+0%$3.2M$3.3M+$42.9K2026-10-27
Darden Wealth Group Inc
DECREASED7,6167,682-66-1%$3.3M$3.3M-$3542026-11-06
Heritage Wealth Management, Inc.
DECREASED7,6067,666-60-1%$3.3M$3.3M+$1.7K2026-10-28
Atlantic Edge Private Wealth Management, LLC
DECREASED7,5467,561-150%$3.2M$3.2M+$20.7K2026-10-20
Herold Advisors, Inc.
DECREASED7,5407,649-109-1%$3.3M$3.2M-$18.0K2026-10-19
Patton Fund Management, Inc.
INCREASED7,4505,588+1,862+33%$2.4M$3.2M+$820.2K2026-10-13
Independent Financial Group, LLC
INCREASED7,4447,019+425+6%$3.0M$3.2M+$207.8K2026-10-13
Integrity Alliance, Llc.
INCREASED7,4176,175+1,242+20%$2.6M$3.2M+$555.9K2026-10-29
W.G. Shaheen & Associates DBA Whitney & Co
UNCHANGED7,4087,40800%$3.2M$3.2M+$26.6K2026-11-03
Capital Investment Advisors, LLC
DECREASED7,4037,433-300%$3.2M$3.2M+$13.8K2026-10-22
Intesa Sanpaolo Wealth Management
INCREASED7,4017,396+5+0%$3.2M$3.2M+$28.7K2026-10-28
Aull & Monroe Investment Management Corp
DECREASED7,3667,414-48-1%$3.2M$3.2M+$6.0K2026-10-16
Ascent Group, LLC
INCREASED7,3627,258+104+1%$3.1M$3.2M+$70.4K2026-10-30
Coastline Trust Co
DECREASED7,2997,387-88-1%$3.1M$3.1M-$11.3K2026-10-01
Wilmington Savings Fund Society, FSB
INCREASED7,2986,906+392+6%$2.9M$3.1M+$193.2K2026-10-23
Tilia Fiduciary Partners, Inc.
INCREASED7,2697,078+191+3%$3.0M$3.1M+$107.3K2026-10-09
Sterling Investment Advisors, Ltd.
DECREASED7,1997,319-120-2%$3.1M$3.1M-$25.3K2026-10-27
Samalin Investment Counsel, LLC
INCREASED7,1837,182+1+0%$3.1M$3.1M+$26.2K2026-10-23
Cypress Capital, LLC
INCREASED7,1327,036+96+1%$3.0M$3.1M+$66.5K2026-10-20
Foster Group, Inc.
INCREASED7,0867,011+75+1%$3.0M$3.0M+$57.4K2026-10-13
Mattern Capital Management, LLC
NEW7,053—+7,053——$3.0M—2026-11-02
CWA Asset Management Group, LLC
INCREASED7,0506,776+274+4%$2.9M$3.0M+$142.2K2026-10-19
Vivid Wealth Management, LLC
DECREASED7,0427,186-144-2%$3.1M$3.0M-$36.1K2026-10-27
Blue Trust, Inc.
DECREASED6,9807,377-397-5%$3.1M$3.0M-$144.2K2026-10-15
Robertson Stephens Wealth Management, LLC
INCREASED6,9696,607+362+5%$2.8M$3.0M+$179.1K2026-10-16
LMG Wealth Partners, LLC
INCREASED6,9616,870+91+1%$2.9M$3.0M+$63.8K2026-11-05
TCV Trust & Wealth Management, Inc.
INCREASED6,9531,602+5,351+334%$682.6K$3.0M+$2.3M2026-10-16
Harmony Asset Management LLC
INCREASED6,9343,239+3,695+114%$1.4M$3.0M+$1.6M2026-10-20
Maia Wealth LLC
INCREASED6,8835,670+1,213+21%$2.4M$3.0M+$541.6K2026-10-19
AlphaStar Capital Management, LLC
INCREASED6,8826,601+281+4%$2.8M$3.0M+$144.3K2026-10-16
Premier Path Wealth Partners, LLC
DECREASED6,8786,891-130%$2.9M$3.0M+$19.2K2026-10-16
M Holdings Securities, Inc.
NEW6,868—+6,868——$2.5K—2026-11-03
Montag A & Associates Inc
DECREASED6,8606,970-110-2%$3.0M$2.9M-$22.2K2026-10-29
Silver Lake Advisory, LLC
DECREASED6,8196,838-190%$2.9M$2.9M+$16.4K2026-10-22
Independence Bank of Kentucky
INCREASED6,8026,795+7+0%$2.9M$2.9M+$27.4K2026-10-26
PDS Planning, Inc
INCREASED6,7546,458+296+5%$2.8M$2.9M+$150.4K2026-11-03
Canandaigua National Bank & Trust Co
DECREASED6,7137,057-344-5%$3.0M$2.9M-$122.5K2026-10-07
Krilogy Financial LLC
INCREASED6,6315,548+1,083+20%$2.4M$2.8M+$465.3K2026-10-13
Capital Investment Advisory Services, LLC
INCREASED6,4816,436+45+1%$2.7M$2.8M+$43.0K2026-10-30
Pathway Wealth Management LLC
DECREASED6,4786,493-150%$2.8M$2.8M+$16.9K2026-10-19
Fulton Breakefield Broenniman LLC
INCREASED6,4676,378+89+1%$2.7M$2.8M+$61.1K2026-11-03
NovaPoint Capital, LLC
DECREASED6,4566,600-144-2%$2.8M$2.8M-$38.2K2026-10-22
Principle Wealth Partners LLC
INCREASED6,3906,338+52+1%$2.7M$2.7M+$44.9K2026-11-02
Cookson Peirce & Co Inc
DECREASED6,3406,483-143-2%$2.8M$2.7M-$38.2K2026-10-30
Harbor Capital Advisors, Inc.
INCREASED6,3175,931+386+7%$2.5K$2.7K+$1872026-10-22
Harbor Investment Advisory, LLC
INCREASED6,3076,065+242+4%$2.6M$2.7M+$125.8K2026-10-13
Cooper Financial Group
DECREASED6,2816,331-50-1%$2.7M$2.7M+$1.2K2026-10-07
Signet Investment Advisory Group, Inc.
DECREASED6,2546,291-37-1%$2.7M$2.7M+$6.7K2026-10-30
Trust Investment Advisors
INCREASED6,2065,200+1,006+19%$2.2M$2.7M+$451.0K2026-10-20
Altman Advisors, Inc.
DECREASED6,1926,199-70%$2.6M$2.7M+$19.2K2026-11-05
Bell Asset Management Ltd
DECREASED6,18911,606-5,417-47%$4.9M$2.7M-$2.3M2026-10-08
Fire Capital Management LLC
NEW6,185—+6,185——$2.7M—2026-10-27
Cantor Fitzgerald Investment Advisors L.P.
INCREASED6,1786,100+78+1%$2.6M$2.7M+$55.4K2026-10-21
Central Pacific Bank - Trust Division
INCREASED6,1476,057+90+1%$2.6M$2.6M+$60.4K2026-10-06
SteelPeak Wealth, LLC
INCREASED6,1154,873+1,242+25%$2.1M$2.6M+$551.2K2026-10-16
Claro Advisors Inc.
DECREASED6,1146,129-150%$2.6M$2.6M+$16.0K2026-11-02
Commons Capital, LLC
DECREASED6,0516,088-37-1%$2.6M$2.6M+$6.0K2026-11-05
Guinness Atkinson Asset Management Inc
DECREASED6,0066,140-134-2%$2.6M$2.6M-$35.5K2026-11-05
Chemung Canal Trust Co
INCREASED5,9715,868+103+2%$2.5M$2.6M+$65.3K2026-11-04
Investment Partners, Ltd.
INCREASED5,9391,584+4,355+275%$675.2K$2.6M+$1.9M2026-10-29
Cassaday & Co Wealth Management LLC
INCREASED5,9365,906+30+1%$2.5M$2.6M+$34.1K2026-10-27
River Street Advisors LLC
INCREASED5,9285,803+125+2%$2.5M$2.5M+$74.5K2026-10-22
Portfolio Design Labs, LLC
INCREASED5,9185,839+79+1%$2.5M$2.5M+$54.9K2026-11-04
Worth Financial Advisory Group, LLC
INCREASED5,9135,826+87+1%$2.5M$2.5M+$58.3K2026-10-19
Parkside Financial Bank & Trust
INCREASED5,8935,696+197+3%$2.4M$2.5M+$105.1K2026-10-27
Angeles Wealth Management, LLC
INCREASED5,8375,490+347+6%$2.3M$2.5M+$168.8K2026-10-26
AdvisorNet Financial, Inc
DECREASED5,8205,877-57-1%$2.5M$2.4M-$124.8K2026-10-15
PW Nova Financial Services LLC
INCREASED5,8005,001+799+16%$2.1M$2.5M+$361.3K2026-10-15
Valley National Advisers Inc
INCREASED5,780257+5,523+2149%$109.5K$2.5M+$2.4M2026-10-23
Kornitzer Capital Management Inc
INCREASED5,7495,422+327+6%$2.3M$2.5M+$160.0K2026-11-03
Baxter Bros Inc
DECREASED5,7466,066-320-5%$2.6M$2.5M-$115.7K2026-11-04
Chicago Partners Investment Group LLC
INCREASED5,7335,537+196+4%$2.3M$2.1M-$199.7K2026-10-27
Nvwm, LLC
DECREASED5,7325,748-160%$2.4M$2.5M+$13.8K2026-10-14
Nfsg Corp
INCREASED5,6453,960+1,685+43%$1.7M$2.4M+$738.3K2026-10-15
ZWJ Investment Counsel Inc
INCREASED5,5694,041+1,528+38%$1.7M$2.4M+$671.1K2026-10-15
Eagle Strategies LLC
DECREASED5,5255,530-50%$2.4M$2.4M+$17.7K2026-10-16
Meridian Wealth Management, LLC
INCREASED5,4935,405+88+2%$2.3M$2.4M+$57.5K2026-11-05
Legacy Private Trust Co.
INCREASED5,4715,130+341+7%$2.2M$2.4M+$164.9K2026-10-06
Eagle Capital Management, LLC
INCREASED5,4125,399+13+0%$2.3K$2.3K+$252026-10-19
BIP Wealth, LLC
INCREASED5,4045,122+282+6%$2.2M$2.3M+$139.6K2026-10-22
Procyon Advisors, LLC
DECREASED5,3835,655-272-5%$2.4M$2.3M-$96.5K2026-10-21
Quadcap Wealth Management, LLC
DECREASED5,3745,687-313-5%$2.4M$2.3M-$114.1K2026-11-02
Center for Financial Planning, Inc.
INCREASED5,3084,041+1,267+31%$1.7M$2.3M+$559.0K2026-10-26
Sterling Investment Counsel, LLC
INCREASED5,2615,222+39+1%$2.2M$2.3M+$35.8K2026-10-19
Parr Mcknight Wealth Management Group, LLC
DECREASED5,2505,443-193-4%$2.3M$2.3M-$63.4K2026-10-30
Waterway Wealth Management, LLC
INCREASED5,2245,066+158+3%$2.2M$2.2M+$86.0K2026-10-28
JLB & Associates Inc
DECREASED5,2085,418-210-4%$2.3M$2.2M-$89.5K2026-10-27
Prudent Man Advisors, LLC
DECREASED5,2075,330-123-2%$2.3M$2.2M-$33.7K2026-11-03
EverSource Wealth Advisors, LLC
DECREASED5,1526,126-974-16%$2.6M$2.2M-$396.5K2026-11-04
Canton Hathaway, LLC
UNCHANGED5,1505,15000%$2.2M$2.2M+$18.5K2026-10-23
Chicago Trust Co NA
INCREASED5,1152,298+2,817+123%$979.2K$2.2M+$1.2M2026-10-28
Physicians Financial Services, Inc.
UNCHANGED5,1065,10600%$2.2K$2.2K+$182026-11-04
Center for Wealth Management Advisory
NEW5,099—+5,099——$2.2M—2026-10-23
InTrack Investment Management Inc
DECREASED5,0815,899-818-14%$2.5M$2.2M-$330.3K2026-10-15
Anchyra Partners LLC
INCREASED5,0564,745+311+7%$2.0M$2.2M+$150.7K2026-10-13
Onyx Bridge Wealth Group LLC
INCREASED5,0275,003+24+0%$2.1M$2.2M+$28.3K2026-10-16
Farmers & Merchants Trust Co of Chambersburg PA
DECREASED5,0255,047-220%$2.2K$2.2K+$82026-10-14
Schneider Downs Wealth Management Advisors, LP
INCREASED5,0194,783+236+5%$2.0M$2.2M+$118.7K2026-10-27
Montecito Bank & Trust
UNCHANGED5,0045,00400%$2.1M$2.2M+$18.0K2026-10-01
MTM Investment Management, LLC
UNCHANGED4,9734,97300%$2.1M$2.1M+$18.0K2026-10-30
HUB Investment Partners, LLC
DECREASED4,9247,094-2,170-31%$3.0M$2.1M-$907.0K2026-11-03
Family Legacy, Inc.
INCREASED4,9024,686+216+5%$2.0M$2.1M+$109.6K2026-10-13
Mengis Capital Management, Inc.
UNCHANGED4,8284,82800%$2.1M$2.1M+$17.3K2026-10-13
Pinnacle Wealth Management Advisory Group, LLC
INCREASED4,8084,512+296+7%$1.9M$2.1M+$143.4K2026-10-23
Kintegral Advisory, LLC
INCREASED4,7984,771+27+1%$2.0M$2.1M+$28.7K2026-10-16
Asset Dedication, LLC
DECREASED4,7954,825-30-1%$2.1M$2.1M+$4.4K2026-11-03
Catalyst Financial Partners LLC
INCREASED4,7874,679+108+2%$2.0M$2.1M+$63.2K2026-11-06
Tealwood Asset Management Inc
DECREASED4,7834,984-201-4%$2.1K$2.1K-$692026-10-13
First Bancorp, Inc
DECREASED4,7724,821-49-1%$2.1M$2.1M-$3.7K2026-10-26
Caitong International Asset Management Co., Ltd
NEW4,759—+4,759——$2.0M—2026-10-29
Xcel Wealth Management, LLC
DECREASED4,7515,229-478-9%$2.2M$2.0M-$186.6K2026-10-26
71 West Capital Partners
INCREASED4,7424,573+169+4%$1.9M$2.0M+$89.0K2026-11-04
Westover Capital Advisors, LLC
INCREASED4,7363,173+1,563+49%$1.4M$2.0M+$683.0K2026-10-26
Welch & Forbes LLC
DECREASED4,7165,123-407-8%$2.2M$2.0M-$156.5K2026-11-04
Ashton Thomas Securities, LLC
NEW4,710—+4,710——$2.0M—2026-10-26
Axxcess Wealth Management, LLC
DECREASED4,70817,987-13,279-74%$7.7M$2.0M-$5.6M2026-10-21
Highline Wealth Partners LLC
INCREASED4,6904,668+22+0%$2.0M$2.0M+$26.2K2026-10-19
Grove Bank & Trust
INCREASED4,6884,671+17+0%$2.0M$2.0M+$24.1K2026-10-08
First County Bank
INCREASED4,6674,622+45+1%$2.0M$2.0M+$35.9K2026-10-13
Ascentis Independent Advisors
INCREASED4,663209+4,454+2131%$89.1K$2.0M+$1.9M2026-11-03
Aljian Capital Management, LLC
DECREASED4,6634,693-30-1%$2.0M$2.0M+$4.0K2026-10-28
Bensler, LLC
INCREASED4,6304,066+564+14%$1.7M$2.0M+$257.1K2026-11-05
Cullinan Associates Inc
INCREASED4,5733,943+630+16%$1.7M$2.0M+$284.9K2026-11-03
RFG Advisory, LLC
INCREASED4,5624,492+70+2%$1.9M$2.0M+$46.2K2026-11-03
Essex Bank
DECREASED4,5224,593-71-2%$2.0M$1.9M-$14.0K2026-10-16
Great Lakes Retirement, Inc.
INCREASED4,5214,159+362+9%$1.8M$1.9M+$170.1K2026-10-26
Indiana Trust & Investment Management Co
DECREASED4,5024,682-180-4%$2.0M$1.9M-$60.5K2026-10-22
Sculati Wealth Management, LLC
INCREASED4,5024,451+51+1%$1.8M$1.9M+$140.6K2026-10-19
Saxon Interests, Inc.
DECREASED4,4754,761-286-6%$2.0M$1.9M-$106.0K2026-10-26
Stackstone Wealth, LLC
NEW4,451—+4,451——$1.9M—2026-10-19
Silphium Asset Management Ltd
UNCHANGED4,4304,43000%$1.9M$1.9M+$15.9K2026-10-27
DB&C Advisors, LLC
DECREASED4,4284,443-150%$1.9M$1.9M+$9.5K2026-10-26
Founders Financial Securities LLC
DECREASED4,4235,536-1,113-20%$2.4M$1.9M-$458.4K2026-10-28
Old National Bancorp
DECREASED4,4234,424-10%$1.9M$1.9M+$15.5K2026-10-20
Covenant Asset Management, LLC
DECREASED4,4224,581-159-3%$2.0M$1.9M-$51.9K2026-10-14
Canopy Partners, LLC
INCREASED4,3423,556+786+22%$1.5M$1.9M+$350.5K2026-10-28
Oakworth Capital, Inc.
INCREASED4,3284,299+29+1%$1.8M$1.9M+$40.5K2026-10-26
Adelphi Trust Co
DECREASED4,3244,498-174-4%$1.9M$1.9M-$58.6K2026-10-05
FAI Advisors, Inc.
DECREASED4,3164,452-136-3%$1.9M$1.9M-$42.5K2026-10-27
Davis Capital Management
DECREASED4,3144,322-80%$1.8M$1.9M+$12.1K2026-10-08
Nilsine Partners, LLC
DECREASED4,3094,644-335-7%$2.0M$1.9M-$127.3K2026-11-02
Advisory Resource Group
DECREASED4,3094,479-170-4%$1.9M$1.9M-$57.0K2026-10-26
Triad Wealth Partners, LLC
INCREASED4,2313,809+422+11%$1.7M$1.8M+$148.8K2026-10-26
Parrish Capital LLC
DECREASED4,2084,358-150-3%$1.9M$1.8M-$48.8K2026-10-01
Formidable Asset Management, LLC
DECREASED4,2074,299-92-2%$1.5M$1.8M+$255.1K2026-11-03
OFS Enterprise LLC
INCREASED4,2054,201+4+0%$1.8M$1.8M+$16.8K2026-10-16
Creative Financial Designs Inc
INCREASED4,1943,887+307+8%$1.7M$1.8M+$146.2K2026-11-04
CGN Advisors LLC
INCREASED4,1772,181+1,996+92%$929.2K$1.8M+$865.7K2026-10-21
Moneco Advisors, LLC
DECREASED4,1604,181-210%$1.8M$1.8M+$5.9K2026-11-05
Gryphon Financial Partners LLC
INCREASED4,1214,067+54+1%$1.7M$1.8M+$37.4K2026-11-04
Axxion S.A.
UNCHANGED4,1064,10600%$1.7M$1.8M+$14.7K2026-10-22
Blue Water Asset Management
INCREASED4,1014,095+6+0%$1.7M$1.8M+$17.3K2026-11-04
Excalibur Management Corp
DECREASED4,0914,151-60-1%$1.8M$1.8M-$10.9K2026-11-02
Colton Groome Financial Advisors, LLC
INCREASED4,0864,049+37+1%$1.7M$1.8M+$30.4K2026-10-06
SeaCrest Wealth Management, LLC
DECREASED4,0794,105-26-1%$1.7M$1.8M+$3.6K2026-10-21
Davidson Capital Management Inc.
INCREASED4,0553,996+59+1%$1.7M$1.7M+$39.7K2026-10-15
Fragasso Financial Advisors Inc
DECREASED4,0494,654-605-13%$2.0M$1.7M-$243.5K2026-10-13
Lantern Wealth Advisors, LLC
INCREASED4,0433,971+72+2%$1.7M$1.7M+$45.2K2026-10-22
D.B. Root & Company, LLC
DECREASED4,0334,047-140%$1.7M$1.7M+$8.5K2026-11-04
Prosperity Financial Group, Inc.
DECREASED4,0084,127-119-3%$1.8M$1.7M-$36.3K2026-10-29
Meadow Creek Wealth Advisors LLC
DECREASED3,9994,185-186-4%$1.8M$1.7M-$64.9K2026-11-02
Provenance Wealth Advisors, LLC
INCREASED3,996530+3,466+654%$225.8K$1.7M+$1.5M2026-10-30
International Assets Investment Management, LLC
INCREASED3,9933,843+150+4%$1.6M$1.7M+$159.1K2026-11-02
Journey Advisory Group, LLC
DECREASED3,9864,076-90-2%$1.7M$1.7M-$24.0K2026-11-04
Argentarii, LLC
INCREASED3,9853,981+4+0%$1.8M$1.7M-$116.0K2026-10-28
Financial Partners Group, Inc
INCREASED3,963551+3,412+619%$234.6K$1.7M+$1.5M2026-10-19
Matisse Capital
UNCHANGED3,9593,95900%$1.7M$1.7M+$14.2K2026-10-29
Tred Avon Family Wealth, LLC
DECREASED3,9535,113-1,160-23%$2.2M$1.7M-$480.1K2026-10-20
Nicholas Wealth, Llc.
INCREASED3,9413,412+529+16%$1.5M$1.7M+$239.6K2026-10-26
Indivisible Partners
INCREASED3,9322,707+1,225+45%$1.2M$1.7M+$535.8K2026-10-26
Fort Washington Investment Advisors Inc
DECREASED3,9184,006-88-2%$1.7M$1.7M-$23.4K2026-10-15
Clear Creek Financial Management, LLC
DECREASED3,8994,029-130-3%$1.7M$1.7M-$41.7K2026-10-28
Trust Co of Oklahoma
DECREASED3,8913,950-59-1%$1.7M$1.7M-$11.2K2026-10-15
Cornerstone Wealth Management, LLC
DECREASED3,8803,893-130%$1.7M$1.7M+$8.5K2026-11-04
Breakwater Capital Group
DECREASED3,8793,900-21-1%$1.7M$1.7M+$5.0K2026-10-09
Avior Wealth Management, LLC
INCREASED3,8623,726+136+4%$1.6M$1.7M+$71.9K2026-10-13
Pictet Bank & Trust Ltd
DECREASED3,8594,996-1,137-23%$2.1M$1.7M-$470.6K2026-10-21
Emprise Bank
DECREASED3,8484,011-163-4%$1.7M$1.7M-$55.6K2026-10-07
DB Fitzpatrick & Co, Inc
DECREASED3,8383,892-54-1%$1.7M$1.6M-$9.2K2026-10-19
LifeGoal Investments, LLC
NEW3,823—+3,823——$1.6M—2026-10-09
Tranquility Partners, LLC
DECREASED3,8143,981-167-4%$1.7M$1.6M-$57.5K2026-10-20
J. Safra Sarasin Holding AG
UNCHANGED3,8013,80100%$1.4M$1.4M$02026-10-26
Correct Capital Wealth Management
INCREASED3,7973,782+15+0%$1.6M$1.6M+$20.2K2026-11-02
Greenup Street Wealth Management LLC
DECREASED3,7886,696-2,908-43%$2.9M$1.6M-$1.2M2026-10-28
Dutch Asset Corp
INCREASED3,7763,271+505+15%$1.4M$1.6M+$228.5K2026-10-20
Raiffeisen Bank International AG
INCREASED3,7712,500+1,271+51%$1.0M$1.6M+$613.2K2026-10-28
Aafmaa Wealth Management & Trust LLC
DECREASED3,7653,895-130-3%$1.7M$1.6M-$41.9K2026-10-14
Aspen Investment Management Inc
INCREASED3,6943,679+15+0%$1.6K$1.6K+$192026-11-05
Oasis Advisors, LLC
INCREASED3,6933,587+106+3%$1.5M$1.6M+$58.5K2026-10-16
Integral Investment Advisors, Inc.
UNCHANGED3,6913,69100%$1.6M$1.6M+$13.3K2026-11-03
BankChampaign, National Association
DECREASED3,6583,694-36-1%$1.6M$1.6M-$2.2K2026-10-19
Cigna Investments Inc
DECREASED3,6513,695-44-1%$1.6K$1.6K-$52026-10-19
Bryn Mawr Trust Advisors, LLC
INCREASED3,6023,601+1+0%$1.5M$1.5M+$13.4K2026-11-04
Milestones Administradora de Recursos Ltda.
NEW3,600—+3,600——$1.5M—2026-10-21
Bigelow Investment Advisors, LLC
INCREASED3,5873,353+234+7%$1.4M$1.5M+$112.6K2026-10-13
Patrick M Sweeney & Associates, Inc
DECREASED3,5813,600-19-1%$1.5M$1.5M+$4.8K2026-10-22
Tower Trust & Investment Co
INCREASED3,5703,548+22+1%$1.5M$1.5M+$22.2K2026-10-28
Biltmore Wealth Management, LLC
DECREASED3,5523,667-115-3%$1.6M$1.5M-$36.3K2026-10-09
Kennedy Investment Group, Inc.
DECREASED3,5454,317-772-18%$1.8M$1.5M-$316.5K2026-10-21
Mainstream Capital Management LLC
INCREASED3,5443,459+85+2%$1.5M$1.5M+$48.9K2026-10-23
Certuity, LLC
INCREASED3,5273,121+406+13%$1.3M$1.5M+$185.7K2026-11-02
BG Investment Services, LLC
NEW3,505—+3,505——$1.5M—2026-10-23
Northern Financial Advisors Inc
UNCHANGED3,5003,50000%$1.5M$1.5M+$12.6K2026-10-29
Traynor Capital Management, Inc.
INCREASED3,4821,853+1,629+88%$789.6K$1.5M+$706.7K2026-10-29
Thayer Partners, LLC / MA
INCREASED3,4733,469+4+0%$1.5M$1.5M+$14.2K2026-11-06
Modera Wealth Management, LLC
DECREASED3,4554,099-644-16%$1.7M$1.5M-$261.7K2026-10-28
Moody National Bank Trust Division
INCREASED3,4543,252+202+6%$1.4M$1.5M+$98.5K2026-10-06
Lee Financial Co
DECREASED3,4233,430-70%$1.5M$1.5M+$9.3K2026-10-16
Pinnacle Wealth Planning Services, Inc.
DECREASED3,4073,538-131-4%$1.5M$1.5M-$43.6K2026-10-27
Univest Financial Corp
INCREASED3,4043,265+139+4%$1.4M$1.5M+$71.5K2026-11-05
KRS Capital Management, LLC
DECREASED3,3933,423-30-1%$1.5M$1.5M-$6032026-10-16
Central Bank & Trust Co
INCREASED3,3801,675+1,705+102%$713.8K$1.5M+$738.7K2026-10-09
Mesirow Financial Investment Management, Inc.
INCREASED3,3732,620+753+29%$1.1M$1.4M+$333.2K2026-11-05
Ifrah Financial Services, Inc.
DECREASED3,3663,444-78-2%$1.5M$1.4M-$21.1K2026-10-13
IVC Wealth Advisors LLC
DECREASED3,3533,928-575-15%$1.7M$1.4M-$233.0K2026-10-23
Arrow Financial Corp
DECREASED3,3303,334-40%$1.4M$1.4M+$10.3K2026-10-26
StoneX Group Inc.
INCREASED3,2843,190+94+3%$1.4M$1.4M+$42.0K2026-11-03
Capital Investment Counsel, LLC
UNCHANGED3,2803,28000%$1.4M$1.4M+$11.8K2026-10-14
MCF Advisors LLC
INCREASED3,2633,133+130+4%$1.3M$1.4M+$67.1K2026-10-28
KPP Advisory Services LLC
INCREASED3,2553,217+38+1%$1.4M$1.4M+$27.9K2026-10-26
One Way Holdings LLC
DECREASED3,2493,466-217-6%$1.5M$1.4M-$80.8K2026-10-29
Citadel Investment Advisory, Inc.
INCREASED3,2443,144+100+3%$1.3K$1.4M+$1.4M2026-10-15
Abel Hall, LLC
DECREASED3,2383,244-60%$1.4M$1.4M+$9.1K2026-10-19
Phraction Management LLC
UNCHANGED3,2383,23800%$1.4M$1.4M+$11.6K2026-10-14
TrustBank
DECREASED3,2333,248-150%$1.4M$1.4M+$5.2K2026-10-20
Profund Advisors LLC
DECREASED3,2293,763-534-14%$1.6M$1.4M-$216.0K2026-10-29
J.Safra Asset Management Corp
DECREASED3,2154,480-1,265-28%$1.9M$1.4M-$527.8K2026-11-03
Kennebec Savings Bank
INCREASED3,2063,168+38+1%$1.3M$1.4M+$27.7K2026-10-22
Abacus Wealth Partners, LLC
DECREASED3,1903,198-80%$1.4M$1.4M+$8.0K2026-11-03
Clearstead Trust, LLC
INCREASED3,1803,140+40+1%$1.3M$1.4M+$28.5K2026-11-06
First Pacific Financial
INCREASED3,1773,142+35+1%$1.3M$1.4M+$26.3K2026-10-14
Waters Parkerson & Co., LLC
UNCHANGED3,1703,17000%$1.4M$1.4M+$11.4K2026-11-04
Mountain Pacific Investment Advisers LLC
UNCHANGED3,1593,15900%$1.3M$1.4M+$11.3K2026-10-29
Farmers & Merchants Investments Inc
DECREASED3,1563,793-637-17%$1.6M$1.4M-$260.1K2026-10-22
First City Capital Management, Inc.
DECREASED3,1543,318-164-5%$1.4M$1.4M-$58.6K2026-10-27
Pines Wealth Management, LLC
INCREASED3,1413,057+84+3%$1.3M$1.3M+$47.1K2026-10-21
Elyxium Wealth, LLC
INCREASED3,1323,113+19+1%$1.3M$1.3M+$19.3K2026-10-27
Trust Point Inc.
INCREASED3,1192,748+371+14%$1.2M$1.3M+$169.3K2026-10-27
Invera Wealth Advisors, LLC
INCREASED3,1112,979+132+4%$1.3M$1.3M+$67.4K2026-10-28
American National Bank & Trust
DECREASED3,0813,171-90-3%$1.4M$1.3M-$27.3K2026-10-07
SAX Wealth Advisors, LLC
INCREASED3,0762,520+556+22%$901.3K$1.3M+$420.5K2026-10-13
Fortune 45 LLC
INCREASED3,0692,046+1,023+50%$871.8K$1.3M+$447.0K2026-10-14
GSG Advisors LLC
INCREASED3,0663,023+43+1%$1.3M$1.3M+$29.3K2026-11-03
Sawgrass Asset Management LLC
DECREASED3,0603,152-92-3%$1.3M$1.3M-$28.2K2026-11-03
Wilkins Investment Counsel Inc
UNCHANGED3,0413,04100%$1.3M$1.3M+$10.9K2026-11-03
Roof Eidam Maycock Peralta, LLC
UNCHANGED3,0383,03800%$1.3M$1.3M+$10.9K2026-10-15
Means Investment Co., Inc.
DECREASED3,0353,131-96-3%$1.3M$1.3M-$30.1K2026-11-03
Simplicity Wealth,LLC
INCREASED3,0292,759+270+10%$1.2M$1.3M+$125.6K2026-10-23
Paladin Wealth, LLC
INCREASED3,0212,661+360+14%$1.1M$1.3M+$164.1K2026-10-23
CX Institutional
INCREASED3,0182,888+130+5%$1.2K$1.3K+$662026-10-02
Orrstown Financial Services Inc
DECREASED2,9943,037-43-1%$1.3M$1.3M-$7.6K2026-10-14
Yankcom Partnership
INCREASED2,9832,885+98+3%$1.2M$1.3M+$52.5K2026-10-15
Gemmer Asset Management LLC
DECREASED2,9762,986-100%$1.3M$1.3M+$6.6K2026-10-16
Guyasuta Investment Advisors Inc
UNCHANGED2,9732,97300%$1.3M$1.3M+$10.7K2026-10-15
Bradyco, Inc.
UNCHANGED2,9722,97200%$1.3M$1.3M+$10.7K2026-11-03
Aprio Wealth Management, LLC
INCREASED2,9532,845+108+4%$1.2M$1.3M+$56.6K2026-10-28
Capital Advantage, Inc.
UNCHANGED2,9432,94300%$1.3M$1.3M+$10.6K2026-10-14
Signal Advisors Wealth, LLC
NEW2,931—+2,931——$1.3M—2026-10-13
Aviso Wealth Management
DECREASED2,9013,470-569-16%$1.5M$1.2M-$232.5K2026-11-04
Facet Wealth, Inc.
INCREASED2,8972,768+129+5%$1.2M$1.2M+$65.4K2026-11-04
Penobscot Investment Management Company, Inc.
UNCHANGED2,8942,89400%$1.2M$1.2M+$10.4K2026-10-26
Beverly Hills Private Wealth, LLC
INCREASED2,8742,293+581+25%$977.2K$1.2M+$258.0K2026-11-04
Catalyst Capital Advisors LLC
UNCHANGED2,8722,87200%$1.2M$1.2M+$10.3K2026-11-02
Verdence Capital Advisors LLC
INCREASED2,8692,723+146+5%$1.2M$1.2M+$72.6K2026-10-26
Renasant Bank
INCREASED2,8492,249+600+27%$958.3K$1.2M+$265.9K2026-11-05
Realta Investment Advisors
INCREASED2,8422,555+287+11%$1.1M$1.2M+$132.5K2026-10-14
Mechanics Financial Corp
INCREASED2,8342,788+46+2%$1.2M$1.2M+$29.8K2026-11-05
SevenBridge Financial Group, LLC
INCREASED2,8132,785+28+1%$1.2M$1.1M-$175.1K2026-10-26
Welch Group, LLC
DECREASED2,7963,116-320-10%$1.3M$1.2M-$126.3K2026-10-29
Alta Advisers Ltd
INCREASED2,7931,714+1,079+63%$730.4K$1.2M+$469.8K2026-11-02
PUREfi Wealth, LLC
DECREASED2,7932,822-29-1%$1.2M$1.2M-$2.3K2026-10-19
Avestar Capital, LLC
DECREASED2,7762,808-32-1%$1.2M$1.2M-$3.7K2026-10-28
Eos Management, L.P.
UNCHANGED2,7622,76200%$1.2M$1.2M+$9.9K2026-10-27
Greenfield Savings Bank
DECREASED2,7612,766-50%$1.2M$1.2M+$7.8K2026-10-07
Simplex Trading, LLC
INCREASED2,759939+1,820+194%$400.1K$1.2M+$785.4K2026-11-04
First Business Financial Services, Inc.
INCREASED2,7562,446+310+13%$1.0M$1.2M+$142.0K2026-10-29
Howard Capital Management, LLC
DECREASED2,7532,763-100%$1.2M$1.2M+$5.6K2026-10-16
Keyes, Stange & Wooten Wealth Management, LLC
DECREASED2,7522,862-110-4%$1.2M$1.2M-$37.0K2026-11-03
VUB Generali dochodkova spravcovska spolocnost, a.s.
NEW2,741—+2,741——$1.2M—2026-10-26
Lineweaver Wealth Advisors, LLC
INCREASED2,7282,549+179+7%$1.1M$1.2M+$86.2K2026-10-13
Brady Martz Wealth Solutions, LLC
INCREASED2,714709+2,005+283%$302.1K$1.2M+$864.1K2026-11-05
Hazlett, Burt & Watson, Inc.
INCREASED2,7112,686+25+1%$1.1K$1.2K+$142026-11-04
First Horizon Corp
INCREASED2,7072,683+24+1%$1.1M$1.2M+$19.9K2026-10-26
Sunbeam Capital Management, LLC
DECREASED2,7052,722-17-1%$1.2M$1.2M+$2.6K2026-11-05
Evermay Wealth Management LLC
INCREASED2,6972,648+49+2%$1.1M$1.2M+$30.6K2026-11-05
Enterprise Financial Services Corp
DECREASED2,6962,706-100%$1.2M$1.2M+$5.4K2026-11-03
Capital Square, LLC
DECREASED2,6882,694-60%$1.1M$1.2M+$57.8K2026-10-19
Focus Financial Network, Inc.
INCREASED2,6772,545+132+5%$1.1M$1.2M+$65.9K2026-10-14
Griffin Asset Management, Inc.
UNCHANGED2,6602,66000%$1.1M$1.1M+$9.6K2026-10-22
Golden State Wealth Management, LLC
INCREASED2,6562,558+98+4%$1.1M$1.1M+$51.5K2026-11-02
Wetzel Investment Advisors, Inc.
INCREASED2,6532,648+5+0%$1.1M$1.1M+$11.7K2026-10-13
Latitude Advisors, LLC
NEW2,647—+2,647——$1.1M—2026-10-27
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED2,6422,64200%$1.1M$1.1M+$9.5K2026-10-23
Grandfield & Dodd, LLC
UNCHANGED2,6312,63100%$1.1M$1.1M+$9.4K2026-10-29
Abner Herrman & Brock LLC
INCREASED2,6272,050+577+28%$874$1.1K+$2552026-10-20
Rockland Trust Co
DECREASED2,6232,628-50%$1.1M$1.1M+$7.3K2026-10-05
MSH Capital Advisors LLC
INCREASED2,6152,450+165+7%$1.0M$1.1M+$79.7K2026-11-03
Redmond Asset Management, LLC
UNCHANGED2,6072,60700%$1.1M$1.1M+$9.4K2026-10-27
Resonant Capital Advisors, LLC
INCREASED2,5912,467+124+5%$1.1M$1.1M+$62.1K2026-10-15
Applied Finance Capital Management, LLC
INCREASED2,5642,384+180+8%$1.0M$1.1M+$85.9K2026-11-03
SeaBridge Investment Advisors LLC
INCREASED2,5582,523+35+1%$1.1M$1.1M+$24.1K2026-11-02
Schear Investment Advisers, LLC
NEW2,543—+2,543——$1.1M—2026-10-14
Tempo Wealth, LLC
DECREASED2,5432,689-146-5%$1.1M$1.1M-$53.1K2026-10-14
Patton Albertson Miller Group, LLC
UNCHANGED2,5342,53400%$1.1M$1.1M+$9.1K2026-10-26
Tlwm
DECREASED2,5312,540-90%$1.1M$1.1M+$5.2K2026-10-09
New Wave Wealth Advisors LLC
INCREASED2,5302,373+157+7%$1.0M$1.1M+$72.4K2026-10-19
Polaris Financial Partners
NEW2,528—+2,528——$1.1K—2026-10-02
Well Done, LLC
INCREASED2,5272,492+35+1%$1.1M$1.1M+$24.0K2026-10-20
Norden Group LLC
INCREASED2,5222,249+273+12%$958.5K$1.1M+$125.4K2026-10-20
Cushing Capital Partners, LLC
NEW2,520—+2,520——$1.1M—2026-10-20
MeadowBrook Investment Advisors LLC
DECREASED2,5052,570-65-3%$1.1M$924.3K-$170.8K2026-10-29
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
INCREASED2,4862,469+17+1%$1.1M$1.1M+$16.2K2026-10-21
Elmwood Wealth Management, Inc.
DECREASED2,4762,485-90%$1.1M$1.1M+$5.1K2026-10-14
Congress Park Capital LLC
DECREASED2,4703,015-545-18%$1.3M$1.1M-$223.4K2026-10-13
Washington Trust Co
INCREASED2,4631,994+469+24%$849.6K$1.1M+$208.8K2026-10-22
Supplemental Annuity Collective Trust of NJ
DECREASED2,4582,491-33-1%$1.1M$1.1M-$5.2K2026-11-02
Matrix Trust Co
UNCHANGED2,4562,45600%$1.0K$1.1K+$82026-10-07
Financial Security Advisor, Inc.
DECREASED2,4512,632-181-7%$1.1M$1.1M-$68.3K2026-11-03
1620 Investment Advisors, Inc.
UNCHANGED2,4442,44400%$1.0M$1.1M+$8.8K2026-11-04
United Community Bank
INCREASED2,4202,390+30+1%$1.0M$1.0M+$21.5K2026-10-28
Garner Asset Management Corp
DECREASED2,4192,518-99-4%$1.1M$899.7K-$173.3K2026-10-30
Thoma Capital Management LLC
DECREASED2,4132,443-30-1%$1.0M$1.0M-$4.1K2026-10-19
Kathmere Capital Management, LLC
INCREASED2,4112,141+270+13%$912.3K$1.0M+$123.7K2026-10-20
Heritage Family Offices, LLP
DECREASED2,4083,149-741-24%$1.3M$1.0M-$307.1K2026-11-02
Westbourne Investment Advisors, Inc.
INCREASED2,4042,274+130+6%$969.0K$1.0M+$64.0K2026-10-20
Outfitters Financial LLC
UNCHANGED2,3972,39700%$1.0M$1.0M+$8.6K2026-10-23
Advisor Resource Council
DECREASED2,3852,461-76-3%$1.0M$1.0M+$14.3K2026-11-05
Accurate Wealth Management, LLC
INCREASED2,3822,091+291+14%$851.2K$1.0M+$168.5K2026-10-20
Schuylkill Financial LLC
INCREASED2,3582,239+119+5%$954.2K$1.0M+$59.1K2026-10-21
Blue Line Capital, LLC / IL
INCREASED2,3542,237+117+5%$953.2K$1.0M+$58.3K2026-11-04
JFS Wealth Advisors, LLC
UNCHANGED2,3522,35200%$1.0M$1.0M+$8.4K2026-11-03
Global Trust Asset Management, LLC
INCREASED2,3192,299+20+1%$979.7K$996.5K+$16.8K2026-10-19
Aviance Capital Partners, LLC
INCREASED2,3152,308+7+0%$983.5K$994.8K+$11.3K2026-10-29
RW Investment Management LLC
INCREASED2,3042,291+13+1%$976.2K$990.1K+$13.8K2026-11-03
Patriot Financial Group Insurance Agency, LLC
DECREASED2,2912,413-122-5%$1.0M$984.4K-$43.7K2026-10-14
Bison Wealth, LLC
INCREASED2,2852,283+2+0%$944.0K$974.8K+$30.8K2026-10-13
Tompkins Financial Corp
UNCHANGED2,2532,25300%$960.0K$968.1K+$8.1K2026-10-05
AUA Capital Management, LLC
UNCHANGED2,2502,25000%$958.8K$966.8K+$8.1K2026-10-15
High Net Worth Advisory Group LLC
UNCHANGED2,2492,24900%$958.3K$966.4K+$8.1K2026-10-26
Sage Private Wealth Group, LLC
INCREASED2,2452,194+51+2%$934.9K$964.8K+$29.9K2026-10-21
Park National Corp
DECREASED2,2442,303-59-3%$981.3K$964.3K-$17.1K2026-10-05
Fiduciary Financial Group, LLC
DECREASED2,2442,273-29-1%$968.6K$964.3K-$4.3K2026-10-13
Beacon Financial Advisory LLC
INCREASED2,2342,132+102+5%$908.5K$960.0K+$51.5K2026-10-16
Evansbrook LLC
INCREASED2,2292,199+30+1%$937.0K$957.8K+$20.8K2026-10-16
Great Diamond Partners, LLC
INCREASED2,2052,193+12+1%$934.5K$947.5K+$13.0K2026-10-13
W.H. Cornerstone Investments Inc.
DECREASED2,1972,352-155-7%$1.0M$944.2K-$58.1K2026-11-03
Equitable Trust Co
INCREASED2,1962,155+41+2%$918.3K$943.6K+$25.4K2026-10-13
Bath Savings Trust Co
DECREASED2,1852,929-744-25%$1.2M$938.9K-$309.2K2026-10-07
Apella Capital, LLC
DECREASED2,1842,250-66-3%$890.3K$942.2K+$51.9K2026-10-08
Strategic Blueprint, LLC
INCREASED2,1751,601+574+36%$682.3K$934.5K+$252.2K2026-10-22
Avantax Planning Partners, Inc.
INCREASED2,1652,159+6+0%$920.1K$930.4K+$10.3K2026-11-03
Diligent Investors, LLC
UNCHANGED2,1612,16100%$920.8K$928.6K+$7.8K2026-10-21
Waldron Private Wealth LLC
DECREASED2,1572,267-110-5%$966.0K$926.9K-$39.1K2026-11-02
Sowell Financial Services LLC
INCREASED2,1401,911+229+12%$814.2K$919.4K+$105.2K2026-10-23
Marathon Capital Management
UNCHANGED2,1362,13600%$910.2K$917.9K+$7.7K2026-10-23
Wedgewood Investors Inc
DECREASED2,1302,260-130-6%$963.0K$915.3K-$47.7K2026-10-28
May Hill Capital, LLC
INCREASED2,1281,996+132+7%$850.3K$914.2K+$63.9K2026-11-03
Enzi Wealth
UNCHANGED2,1242,12400%$882.6K$909.7K+$27.2K2026-10-14
Laurion Capital Management LP
NEW2,103—+2,103——$903.7K—2026-10-30
Net Worth Advisory Group
DECREASED2,0882,090-20%$890.8K$913.1K+$22.4K2026-10-20
Earned Wealth Advisors, LLC
INCREASED2,0821,936+146+8%$825.0K$894.6K+$69.6K2026-11-06
Revolve Wealth Partners, LLC
DECREASED2,0802,228-148-7%$949.4K$893.8K-$55.6K2026-10-23
Wealth Group, Ltd.
DECREASED2,0665,106-3,040-60%$2.2K$888-$1.3K2026-10-30
Portside Wealth Group, LLC
INCREASED2,0601,794+266+15%$764.5K$885.2K+$120.7K2026-10-20
Golden Reserve Retirement LLC
INCREASED2,0511,233+818+66%$525.4K$881.5K+$356.1K2026-11-02
Stableford Capital II LLC
DECREASED2,0474,452-2,405-54%$1.9M$879.6K-$1.0M2026-10-09
Outlook Wealth Advisors, LLC
INCREASED2,0432,018+25+1%$860.0K$878.0K+$18.0K2026-10-28
Integrity Advisory Solutions, LLC
INCREASED2,0412,029+12+1%$864.6K$877.4K+$12.8K2026-10-29
Allen Capital Group, LLC
INCREASED2,0352,010+25+1%$856.5K$874.5K+$18.0K2026-10-27
Aries Wealth Management
UNCHANGED2,0352,03500%$867.2K$874.5K+$7.3K2026-10-23
LightSquare Wealth Management, LLC
INCREASED2,0342,023+11+1%$862.0K$873.9K+$11.9K2026-11-03
Almanack Investment Partners, Llc.
DECREASED2,0232,065-42-2%$879.9K$869.3K-$10.6K2026-11-03
Harbour Trust & Investment Management Co
UNCHANGED2,0232,02300%$862.0K$869.3K+$7.3K2026-10-28
MFA Wealth Services
DECREASED2,0202,140-120-6%$911.7K$868.2K-$43.5K2026-10-14
Balboa Wealth Partners
INCREASED2,0202,003+17+1%$853.5K$868.0K+$14.5K2026-10-20
NBH Bank
INCREASED2,0181,899+119+6%$809.2K$867.2K+$58.0K2026-11-05
Advisortrust Partners, LLC
INCREASED2,0161,982+34+2%$844.6K$866.3K+$21.7K2026-11-02
Hutchens & Kramer Investment Management Group, LLC
DECREASED2,0132,444-431-18%$1.0M$865.0K-$176.4K2026-10-16
Accuvest Global Advisors
INCREASED2,0091,563+446+29%$666.0K$863.0K+$197.0K2026-11-04
West Paces Advisors Inc.
INCREASED1,9931,987+6+0%$846.7K$856.4K+$9.7K2026-10-13
Everett Harris & Co
INCREASED1,9901,799+191+11%$766.6K$855.1K+$88.5K2026-10-28
Hanson & Doremus Investment Management
DECREASED1,9902,015-25-1%$859$855-$42026-10-16
LVM Capital Management LTD
INCREASED1,9861,891+95+5%$806$853.4K+$852.6K2026-10-20
JB Capital LLC
DECREASED1,9843,050-1,066-35%$1.3M$852.3K-$447.4K2026-10-19
Rainier Family Wealth Inc
INCREASED1,9811,920+61+3%$818.2K$851.3K+$33.1K2026-11-02
Allegheny Financial Group
DECREASED1,9791,988-90%$847.4K$850.5K+$3.1K2026-11-05
Versant Capital Management, Inc
INCREASED1,9761,973+3+0%$840.7K$849.1K+$8.4K2026-10-02
Sanders Morris Harris LLC
NEW1,969—+1,969——$866.3K—2026-10-14
Michael Brady & Co., LLC
UNCHANGED1,9571,95700%$833.9K$840.9K+$7.0K2026-10-23
Revisor Wealth Management LLC
INCREASED1,9491,229+720+59%$523.7K$778.4K+$254.7K2026-10-20
Forvis Mazars Wealth Advisors, LLC
INCREASED1,9341,887+47+2%$804.1K$831.1K+$27.0K2026-10-13
Visionary Wealth Advisors
INCREASED1,9321,853+79+4%$789.7K$830.4K+$40.7K2026-11-04
CogentBlue Wealth Advisors, LLC
DECREASED1,9202,140-220-10%$911.9K$825.1K-$86.9K2026-10-09
Magnus Financial Group LLC
INCREASED1,9141,808+106+6%$770.2K$822.3K+$52.1K2026-10-21
Richwood Investment Advisors, LLC
DECREASED1,9082,115-207-10%$901.2K$819.9K-$81.4K2026-10-30
Traphagen Investment Advisors LLC
DECREASED1,9061,931-25-1%$822.6K$818.8K-$3.8K2026-10-14
Clark Wealth Partners
UNCHANGED1,9031,90300%$810.9K$817.7K+$6.8K2026-10-19
Register Financial Advisors LLC
DECREASED1,8922,077-185-9%$885.2K$813.0K-$72.2K2026-10-23
Valley Brook Capital Group, Inc.
INCREASED1,8851,750+135+8%$745.7K$810.0K+$64.3K2026-10-26
Trueblood Wealth Management, LLC
DECREASED1,8841,887-30%$804.0K$809.8K+$5.8K2026-10-23
Pacific Center for Financial Services
UNCHANGED1,8711,87100%$797.3K$804.0K+$6.7K2026-10-15
Stanley-Laman Group, Ltd.
DECREASED1,8632,058-195-9%$877.0K$800.6K-$76.4K2026-10-20
Malaga Cove Capital, LLC
DECREASED1,8521,973-121-6%$840.7K$795.8K-$44.9K2026-10-23
Wakefield Asset Management Lllp
UNCHANGED1,8411,84100%$784.5K$791.1K+$6.6K2026-11-05
Perpetual Ltd
INCREASED1,8391,631+208+13%$695.0K$790.2K+$95.2K2026-10-13
Sonata Capital Group Inc
UNCHANGED1,8351,83500%$781.9K$788.5K+$6.6K2026-10-19
Garrett Wealth Advisory Group, LLC
INCREASED1,8281,824+4+0%$777.4K$785.3K+$7.9K2026-10-22
Cascade Investment Advisors, Inc.
UNCHANGED1,8281,82800%$778.9K$785.5K+$6.6K2026-11-02
Shepherd Financial Partners LLC
DECREASED1,8271,828-10%$779.0K$785.2K+$6.3K2026-11-03
AMG National Trust Bank
DECREASED1,8181,953-135-7%$832.2K$781.2K-$51.0K2026-11-05
Platform Technology Partners
DECREASED1,8051,878-73-4%$800.3K$775.6K-$24.6K2026-11-02
Woodmont Investment Counsel LLC
INCREASED1,7961,735+61+4%$739.3K$771.8K+$32.4K2026-10-29
Three Seasons Wealth, LLC
UNCHANGED1,7951,79500%$764.9K$771.3K+$6.4K2026-11-03
Courier Capital LLC
UNCHANGED1,7941,79400%$764.5K$770.9K+$6.4K2026-10-19
Focused Wealth Management, Inc
INCREASED1,7901,710+80+5%$728.7K$769.2K+$40.5K2026-10-30
Diversified Enterprises, LLC
INCREASED1,7741,653+121+7%$704.2K$762.1K+$57.9K2026-10-19
Insight Advisors, LLC/ PA
DECREASED1,7741,783-90%$759.7K$762.2K+$2.5K2026-10-22
Bdfs Capital LLC
DECREASED1,7731,809-36-2%$770.9K$762.1K-$8.8K2026-10-14
Smithbridge Asset Management Inc
UNCHANGED1,7661,76600%$752.5K$758.9K+$6.3K2026-10-19
Dumont & Blake Investment Advisors LLC
UNCHANGED1,7611,76100%$750.4K$756.7K+$6.3K2026-10-28
Fairvoy Private Wealth, LLC
INCREASED1,7491,704+45+3%$726.1K$751.6K+$25.5K2026-10-19
Gilman Hill Asset Management, LLC
INCREASED1,7401,730+10+1%$737.2K$747.7K+$10.5K2026-10-13
Marathon Mission, Inc.
INCREASED1,7371,573+164+10%$670.3K$746.4K+$76.1K2026-10-01
Pension & Wealth Management Advisors, Inc.
INCREASED1,7341,438+296+21%$613.2K$745.4K+$132.2K2026-10-16
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED1,7271,759-32-2%$749.6K$742.5K-$7.1K2026-10-14
Odyssey Capital Advisors, Inc.
INCREASED1,7221,632+90+6%$695.4K$740.0K+$44.5K2026-10-26
Personal CFO Solutions, LLC
DECREASED1,7132,161-448-21%$920.8K$736.0K-$184.9K2026-11-06
Weaver Capital Management LLC
INCREASED1,7061,327+379+29%$474.6K$733.1K+$258.5K2026-10-15
Csenge Advisory Group
DECREASED1,7057,147-5,442-76%$3.0M$732.7K-$2.3M2026-11-04
Conning Inc.
DECREASED1,7051,716-11-1%$731.2K$732.7K+$1.4K2026-10-27
NorthCrest Asset Manangement, LLC
INCREASED1,7031,511+192+13%$613.3K$722.9K+$109.5K2026-10-13
Veracity Capital LLC
DECREASED1,7001,775-75-4%$756.5K$730.4K-$26.1K2026-10-08
Isthmus Partners, LLC
UNCHANGED1,6951,69500%$722.3K$728.4K+$6.1K2026-10-21
Bullock Wealth Management Group
INCREASED1,6941,664+30+2%$686.1K$740.8K+$54.7K2026-10-09
Regent Peak Wealth Advisors LLC
INCREASED1,6911,661+30+2%$707.8K$726.7K+$18.9K2026-10-13
DDD Partners, LLC
INCREASED1,6911,689+2+0%$719.7K$726.6K+$6.9K2026-11-02
Vestor Capital, LLC
DECREASED1,6883,444-1,756-51%$3.6K$149-$3.5K2026-11-04
Monument Capital Management
INCREASED1,6871,683+4+0%$717.2K$724.9K+$7.8K2026-10-09
Crescent Grove Advisors, LLC
INCREASED1,6821,681+1+0%$716.4K$722.8K+$6.4K2026-10-21
Hilton Head Capital Partners, LLC
DECREASED1,6761,853-177-10%$789.6K$720.2K-$69.4K2026-10-23
KFG Wealth Management, LLC
DECREASED1,6712,005-334-17%$854.2K$718.2K-$136.0K2026-10-16
Legacy Capital Wealth Partners, LLC
DECREASED1,6631,843-180-10%$785.2K$714.5K-$70.7K2026-10-21
Interchange Capital Partners, LLC
DECREASED1,6631,724-61-4%$734.8K$713.3K-$21.5K2026-10-28
Quad-Cities Investment Group, LLC
UNCHANGED1,6631,66300%$708.7K$714.7K+$6.0K2026-10-16
Arvest Investments, Inc.
DECREASED1,6511,653-20%$704.4K$709.5K+$5.1K2026-10-21
Plancorp, LLC
INCREASED1,6491,613+36+2%$649.9K$610.2K-$39.7K2026-11-03
Joel Isaacson & Co., LLC
INCREASED1,6431,642+1+0%$699.7K$706.0K+$6.3K2026-11-05
Advisor OS, LLC
INCREASED1,6421,471+171+12%$626.7K$705.5K+$78.8K2026-11-03
LVZ, Inc.
DECREASED1,6421,678-36-2%$715.2K$705.7K-$9.4K2026-10-20
Pinnacle Bancorp, Inc.
INCREASED1,6411,543+98+6%$657.4K$705.0K+$47.7K2026-10-21
Avaii Wealth Management, LLC
INCREASED1,6371,239+398+32%$528.1K$714.1K+$186.0K2026-10-09
Community Bank, N.A.
INCREASED1,6341,499+135+9%$638.7K$702.1K+$63.4K2026-11-06
Crumly & Associates Inc.
INCREASED1,6221,573+49+3%$670.3K$697.0K+$26.7K2026-10-07
Clear Harbor Asset Management, LLC
INCREASED1,6211,247+374+30%$531.4K$696.6K+$165.2K2026-11-05
Rational Advisors, Inc.
INCREASED1,6101,152+458+40%$490.9K$691.8K+$200.9K2026-11-02
FSM Wealth Advisors, LLC
DECREASED1,6101,623-13-1%$691.7K$683.5K-$8.2K2026-10-27
Legacy Financial Strategies, LLC
INCREASED1,606920+686+75%$392.0K$690.2K+$298.1K2026-10-15
Vertrix Wealth Management, LLC
DECREASED1,5921,627-35-2%$693.3K$684.2K-$9.1K2026-10-13
Collaborative Fund Advisors, LLC
NEW1,591—+1,591——$683.7K—2026-11-02
Rosenberg Matthew Hamilton
UNCHANGED1,5891,58900%$677.1K$682.8K+$5.7K2026-10-05
Manchester Capital Management LLC
DECREASED1,5871,910-323-17%$813.9K$682.0K-$131.9K2026-10-22
Carbahal Olsen Financial Services Group, LLC
UNCHANGED1,5871,58700%$676.3K$682.0K+$5.7K2026-11-05
Columbia Bank
DECREASED1,5821,695-113-7%$722.3K$679.8K-$42.5K2026-10-29
Colonial River Investments, LLC
DECREASED1,5811,779-198-11%$758.0K$679.4K-$78.6K2026-10-19
WBH Advisory Inc
UNCHANGED1,5801,58000%$673.3K$678.9K+$5.7K2026-11-05
Abacus Planning Group, Inc.
INCREASED1,5791,404+175+12%$598.2K$678.5K+$80.2K2026-11-02
Moss Adams Wealth Advisors LLC
DECREASED1,5771,982-405-20%$844.6K$677.7K-$166.9K2026-10-28
Evexia Wealth LLC
DECREASED1,5741,616-42-3%$708.2K$585.4K-$122.8K2026-11-05
AGH Wealth Advisors, LLC
DECREASED1,5741,576-20%$671.6K$676.4K+$4.8K2026-10-26
TSG Advice Partners, LLC
NEW1,567—+1,567——$667.7K—2026-10-29
Jackson Square Capital, LLC
INCREASED1,566871+695+80%$371.2K$672.9K+$301.8K2026-10-19
Mechanics Bank Trust Department
INCREASED1,5571,277+280+22%$544.2K$669.1K+$124.9K2026-10-13
Prota Financial, LLC
DECREASED1,5461,552-60%$639.9K$676.0K+$36.1K2026-10-08
Caldwell Trust Co
INCREASED1,5361,467+69+5%$625.1K$660.0K+$34.9K2026-10-30
Marshall & Sterling Wealth Advisors Inc.
INCREASED1,5341,521+13+1%$648.0K$659.0K+$10.9K2026-10-28
Cannon Financial Strategists, Inc.
UNCHANGED1,5341,53400%$653.7K$659.2K+$5.5K2026-10-19
Linden Thomas Advisory Services, LLC
NEW1,529—+1,529——$657.0K—2026-10-19
Elevation Wealth Partners, LLC
INCREASED1,5171,513+4+0%$644.7K$651.9K+$7.2K2026-10-07
Algebris (UK) LTD
NEW1,516—+1,516——$651.4K—2026-11-06
Perennial Advisors, LLC
UNCHANGED1,5141,51400%$645.1K$650.6K+$5.4K2026-10-13
Intrua Financial, LLC
DECREASED1,5101,556-46-3%$663.1K$649.0K-$14.1K2026-10-28
Connecticut Wealth Management, LLC
UNCHANGED1,5041,50400%$640.9K$646.3K+$5.4K2026-10-13
Flagship Harbor Advisors, LLC
INCREASED1,5011,478+23+2%$629.9K$645.1K+$15.2K2026-10-26
Wolverine Asset Management LLC
DECREASED1,5002,000-500-25%$852.2K$644.6K-$207.7K2026-11-02
Lanark Financial, Inc.
DECREASED1,5001,517-17-1%$646.4K$644.6K-$1.9K2026-10-26
Hourglass Capital, LLC
UNCHANGED1,5001,50000%$639.2K$644.6K+$5.4K2026-10-26
Dudley Capital Management, LLC
UNCHANGED1,4991,49900%$638.8K$644.1K+$5.4K2026-10-23
Root Financial Partners, LLC
DECREASED1,4981,533-35-2%$653.2K$643.7K-$9.5K2026-10-21
Capital Advisors, Ltd. LLC
DECREASED1,4972,245-748-33%$957$643-$3142026-10-27
Weaver Consulting Group
INCREASED1,4961,485+11+1%$632.8K$642.8K+$10.1K2026-10-07
Petros Family Wealth, LLC
INCREASED1,4941,272+222+17%$542.0K$642.0K+$100.0K2026-10-28
Lake Street Private Wealth, LLC
DECREASED1,4931,520-27-2%$647.7K$641.6K-$6.1K2026-10-22
Retirement Guys Formula LLC
DECREASED1,4931,508-15-1%$642.6K$641.6K-$1.0K2026-10-26
SmartHarvest Portfolios, LLC
DECREASED1,4882,111-623-30%$899.6K$639.5K-$260.1K2026-10-26
Symphony Financial, Ltd. Co.
DECREASED1,4841,543-59-4%$637.5K$641.4K+$3.9K2026-10-22
DLK Investment Management, LLC
INCREASED1,4811,348+133+10%$422.7K$636.4K+$213.7K2026-10-09
Wealth Architects, LLC
INCREASED1,4751,325+150+11%$564.6K$633.8K+$69.2K2026-11-03
Shade Tree Advisors LLC
NEW1,466—+1,466——$630.0K—2026-10-22
ARS Wealth Advisors Group, LLC
INCREASED1,4631,327+136+10%$565.5K$628.7K+$63.2K2026-10-16
Bond & Devick Financial Network, Inc.
UNCHANGED1,4621,46200%$623.0K$628.2K+$5.2K2026-10-23
Summit Financial Strategies, Inc.
UNCHANGED1,4591,45900%$621.9K$627.1K+$5.2K2026-10-14
Rise Advisors, LLC
INCREASED1,4581,359+99+7%$579.1K$626.5K+$47.3K2026-10-16
TrueWealth Advisors, LLC
DECREASED1,4551,494-39-3%$636.6K$625.2K-$11.4K2026-10-09
Kohmann Bosshard Financial Services, LLC
INCREASED1,4511,295+156+12%$551.8K$623.5K+$71.7K2026-11-04
Curbstone Financial Management Corp
UNCHANGED1,4501,45000%$617.9K$623.1K+$5.2K2026-10-21
PKS Advisory Services, LLC
UNCHANGED1,4471,44700%$617.4K$617.4K$02026-10-26
Lyell Wealth Management, LP
INCREASED1,4311,396+35+3%$594.9K$614.9K+$20.1K2026-10-30
LeConte Wealth Management, LLC
INCREASED1,4291,341+88+7%$571.4K$614.1K+$42.6K2026-10-20
Boltwood Capital Management
INCREASED1,4281,292+136+11%$550.5K$613.6K+$63.1K2026-10-02
Parthenon LLC
UNCHANGED1,4251,42500%$607.2K$612.3K+$5.1K2026-10-22
TruNorth Capital Management, LLC
INCREASED1,4061,300+106+8%$554.0K$604.2K+$50.2K2026-10-14
Capital Advisors Wealth Management, LLC
UNCHANGED1,4061,40600%$599.1K$604.2K+$5.0K2026-10-09
Everhart Financial Group, Inc.
INCREASED1,4031,368+35+3%$582.9K$602.9K+$20.0K2026-10-08
Mindset Wealth Management, LLC
DECREASED1,4011,404-30%$598.3K$602.0K+$3.8K2026-10-19
Willow Creek Wealth Management Inc.
UNCHANGED1,4011,40100%$597.0K$602.0K+$5.0K2026-10-26
Alhambra Investment Management LLC
DECREASED1,4001,475-75-5%$628.5K$601.6K-$26.9K2026-10-15
Terra Nova Asset Management LLC
UNCHANGED1,4001,40000%$596.6K$601.6K+$5.0K2026-10-13
Kestra Investment Management, LLC
DECREASED1,3991,591-192-12%$678.1K$601.0K-$77.1K2026-11-04
Eurizon SLJ Capital Ltd
DECREASED1,3941,518-124-8%$646.9K$599.0K-$47.8K2026-11-06
True North Advisors, LLC
NEW1,393—+1,393——$598.6K—2026-10-22
Kingsman Wealth Management, Inc.
NEW1,385—+1,385——$595.1K—2026-10-13
Clark Asset Management, LLC
INCREASED1,3831,364+19+1%$581.2K$594.3K+$13.1K2026-10-19
Rossby Financial, LCC
INCREASED1,3801,344+36+3%$572.7K$593.0K+$20.3K2026-11-05
Pflug Koory, LLC
INCREASED1,3731,270+103+8%$541.2K$590.0K+$48.8K2026-10-26
Childress Capital Advisors, LLC
INCREASED1,3731,316+57+4%$560.9K$590.1K+$29.2K2026-10-28
Arbor Wealth Advisors LLC
UNCHANGED1,3661,36600%$582.1K$587.0K+$4.9K2026-10-09
Naples Global Advisors, LLC
INCREASED1,3611,289+72+6%$549.3K$584.8K+$35.6K2026-11-05
Verus Capital Partners, LLC
DECREASED1,3511,453-102-7%$619.2K$580.5K-$38.6K2026-11-03
Van Cleef Asset Management,Inc
UNCHANGED1,3501,35000%$575.3K$580.1K+$4.8K2026-10-20
Fortitude Advisory Group L.L.C.
INCREASED1,3471,270+77+6%$541.2K$578.8K+$37.7K2026-10-15
Firethorn Wealth Partners, LLC
INCREASED1,3431,300+43+3%$554.1K$577.3K+$23.2K2026-10-14
Titleist Asset Management, LLC
INCREASED1,3391,217+122+10%$518.2K$575.4K+$57.2K2026-10-08
SS&H Financial Advisors, Inc.
UNCHANGED1,3371,33700%$570$575+$52026-10-28
Tufton Capital Management
UNCHANGED1,3341,33400%$568$573+$52026-10-20
Renaissance Investment Group LLC
INCREASED1,3321,330+2+0%$566.7K$572.4K+$5.6K2026-10-28
Beaumont Financial Advisors, LLC
DECREASED1,3291,342-13-1%$571.7K$571.0K-$6792026-10-22
Kassira Wealth Management LLC
INCREASED1,3121,311+1+0%$558.6K$563.8K+$5.1K2026-10-28
Aspiriant, LLC
INCREASED1,3091,216+93+8%$518.2K$562.5K+$44.3K2026-10-16
Security National Bank
UNCHANGED1,3091,30900%$557.8K$562.5K+$4.7K2026-10-26
Sepio Capital, LP
DECREASED1,3061,697-391-23%$723.1K$561.2K-$161.9K2026-10-22
Bangor Savings Bank
DECREASED1,3061,366-60-4%$582.1K$561.2K-$20.9K2026-10-06
Relyea Zuckerberg Hanson LLC
DECREASED1,3021,316-14-1%$560.8K$559.7K-$1.2K2026-10-20
BCS Wealth Management
DECREASED1,3011,320-19-1%$562.5K$559.1K-$3.4K2026-11-03
Mcrae Capital Management Inc
UNCHANGED1,3001,30000%$554.0K$558.6K+$4.7K2026-10-15
Myriad Asset Management US LP
DECREASED1,2971,621-324-20%$691.0K$557.0K-$134.0K2026-11-03
Nichols & Pratt Advisers LLP
INCREASED1,2961,236+60+5%$526.7K$566.7K+$40.0K2026-10-13
Goldstein Advisors, LLC
DECREASED1,2951,307-12-1%$556.9K$556.5K-$4652026-10-15
Ellis Investment Partners, LLC
INCREASED1,2901,272+18+1%$542.2K$554.7K+$12.6K2026-10-21
Palisade Asset Management, LLC
INCREASED1,2871,252+35+3%$533.5K$553.0K+$19.5K2026-11-03
Tcfg Investment Advisors, LLC
UNCHANGED1,2811,28100%$545.9K$550.5K+$4.6K2026-10-20
Centurion Wealth Management LLC
INCREASED1,2791,246+33+3%$531.0K$549.6K+$18.6K2026-10-13
Cromwell Holdings LLC
DECREASED1,2791,281-20%$545.9K$549.6K+$3.7K2026-10-28
TigerOak Management, L.L.C.
DECREASED1,2771,287-10-1%$548.4K$548.7K+$3242026-10-23
Wealth Dimensions Group, Ltd.
INCREASED1,275658+617+94%$280.3K$547.8K+$267.5K2026-11-02
Strategic Wealth Investment Group, LLC
DECREASED1,27410,015-8,741-87%$4.3M$547.5K-$3.7M2026-10-29
Commonwealth Financial Services, LLC
DECREASED1,2731,578-305-19%$672.3K$547.0K-$125.4K2026-10-20
Oslo Pensjonsforsikring AS
DECREASED1,2711,400-129-9%$596.6K$546.2K-$50.4K2026-10-15
BLB&B Advisors, LLC
DECREASED1,2691,359-90-7%$579.1K$545.3K-$33.8K2026-10-27
Blue Fin Capital, Inc.
DECREASED1,2621,275-13-1%$543.3K$542.3K-$1.0K2026-10-28
Gibbs Wealth Management
INCREASED1,251748+503+67%$318.7K$537.6K+$218.8K2026-10-22
Meridian Investment Counsel Inc.
UNCHANGED1,2511,25100%$533.1K$537.6K+$4.5K2026-10-14
Deltec Asset Management LLC
UNCHANGED1,2501,25000%$532.7K$537.1K+$4.5K2026-10-26
Gables Capital Management Inc.
UNCHANGED1,2501,25000%$532.7K$537.1K+$4.5K2026-11-04
Southern Michigan Bank & Trust
DECREASED1,2491,297-48-4%$552.7K$536.7K-$16.0K2026-10-19
Certified Advisory Corp
DECREASED1,2301,370-140-10%$583.8K$528.7K-$55.2K2026-10-29
First Command Advisory Services, Inc.
INCREASED1,228252+976+387%$107.4K$527.7K+$420.3K2026-11-05
High Probability Advisors, LLC
UNCHANGED1,2261,22600%$522.4K$526.8K+$4.4K2026-10-19
Cordgrass Capital Advisors, LLC
DECREASED1,2221,290-68-5%$549.7K$525.1K-$24.6K2026-10-30
Sun Group Wealth Partners
NEW1,215—+1,215——$522.1K—2026-10-26
Compass Wealth Management LLC
INCREASED1,2141,010+204+20%$430.4K$521.7K+$91.3K2026-10-22
Cerro Pacific Wealth Advisors LLC
INCREASED1,2111,111+100+9%$473.4K$520.5K+$47.1K2026-10-22
Sheets Smith Wealth Management
INCREASED1,2101,205+5+0%$513.5K$519.9K+$6.5K2026-10-16
RMR Wealth Builders
DECREASED1,2061,244-38-3%$530.2K$518.3K-$11.9K2026-10-22
Box Hill Private Wealth LLC
DECREASED1,2051,231-26-2%$524.6K$517.8K-$6.8K2026-10-05
Shoker Investment Counsel, Inc.
INCREASED1,2031,190+13+1%$507.3K$517.2K+$9.9K2026-11-04
Core Wealth Partners LLC
UNCHANGED1,2001,20000%$511.3K$515.7K+$4.3K2026-11-02
Independent Investors Inc
UNCHANGED1,2001,20000%$511.3K$515.7K+$4.3K2026-10-30
MAD River Investors
UNCHANGED1,2001,20000%$511.3K$515.7K+$4.3K2026-10-27
Paradigm Asset Management Co LLC
UNCHANGED1,2001,20000%$511.3K$515.7K+$4.3K2026-11-05
Greenwood Gearhart LLC
INCREASED1,1991,182+17+1%$503.7K$515.2K+$11.5K2026-11-02
Cardinal Point Capital Management ULC
UNCHANGED1,1951,19500%$509.2K$513.5K+$4.3K2026-10-21
Juno Financial Group LLC
INCREASED1,1941,164+30+3%$496.0K$513.1K+$17.1K2026-10-27
Curated Wealth Partners LLC
INCREASED1,185485+700+144%$206.7K$509.2K+$302.5K2026-10-15
North Capital, Inc.
DECREASED1,1811,213-32-3%$516.7K$505.8K-$10.9K2026-10-16
Acropolis Investment Management, LLC
DECREASED1,1781,249-71-6%$532.2K$506.2K-$26.0K2026-10-08
Lincoln Capital LLC
UNCHANGED1,1751,17500%$500.7K$505.0K+$4.3K2026-10-09
Quadrant Private Wealth Management, LLC
INCREASED1,1651,143+22+2%$487.1K$500.7K+$13.6K2026-11-04
Verum Partners LLC
INCREASED1,1611,154+7+1%$491.8K$499.0K+$7.2K2026-10-21
Lewis Asset Management, LLC
INCREASED1,160676+484+72%$288.1K$498.5K+$210.4K2026-10-14
Kanawha Capital Management LLC
DECREASED1,1591,169-10-1%$498.1K$498.0K-$1012026-10-19
Unique Wealth, LLC
DECREASED1,1531,267-114-9%$539.7K$495.3K-$44.4K2026-10-16
CFS Investment Advisory Services, LLC
INCREASED1,1521,052+100+10%$419.2K$512.7K+$93.5K2026-10-19
First Affirmative Financial Network
NEW1,151—+1,151——$494.5K—2026-10-21
Objective Capital Management, LLC
UNCHANGED1,1501,15000%$490.0K$494.2K+$4.1K2026-10-13
Avantra Family Wealth, Inc.
INCREASED1,1461,089+57+5%$464.0K$492.6K+$28.5K2026-10-20
Granville Capital, Inc.
DECREASED1,1421,145-30%$487.9K$490.7K+$2.8K2026-11-05
Legacy Advisory Services, LLC
DECREASED1,1381,222-84-7%$520.7K$489.0K-$31.7K2026-10-20
Tuttle Capital Management, LLC
NEW1,136—+1,136——$488.2K—2026-10-21
NIA Impact Advisors, LLC
INCREASED1,136874+262+30%$372.4K$488.0K+$115.6K2026-11-04
Kelleher Financial Advisors
DECREASED1,1312,647-1,516-57%$1.1M$486.0K-$641.9K2026-10-30
Key FInancial Inc
DECREASED1,1281,193-65-5%$508.4K$484.7K-$23.6K2026-11-02
Accredited Investors Inc.
DECREASED1,1271,181-54-5%$503.4K$484.5K-$19.0K2026-11-03
Atticus Wealth Management, LLC
INCREASED1,1251,103+22+2%$470.0K$483.4K+$13.4K2026-10-20
Embree Financial Group
INCREASED1,1241,072+52+5%$456.8K$483.0K+$26.2K2026-10-22
AA Financial Advisors, LLC
INCREASED1,110801+309+39%$341.3K$477.0K+$135.7K2026-10-19
Signature Equity Partners, LLC
INCREASED1,1101,009+101+10%$430.2K$477.0K+$46.9K2026-10-29
Meridian Financial Partners LLC
UNCHANGED1,1081,10800%$457.4K$445.9K-$11.5K2026-10-23
Columbia Asset Management
UNCHANGED1,1071,10700%$471.7K$475.7K+$4.0K2026-10-19
Legacy Advisors, LLC
DECREASED1,1031,132-29-3%$482.4K$474.0K-$8.4K2026-10-19
Davidson Trust Co
UNCHANGED1,1001,10000%$468.7K$472.7K+$3.9K2026-10-09
5th Street Advisors, LLC
UNCHANGED1,1001,10000%$468.7K$472.7K+$3.9K2026-11-04
Torrey Growth & Income Advisors
UNCHANGED1,1001,10000%$464.8K$472.2K+$7.4K2026-11-04
Gerber Kawasaki Wealth & Investment Management
INCREASED1,0991,023+76+7%$436.3K$472.7K+$36.4K2026-10-29
Avalon Capital Management
INCREASED1,098608+490+81%$259.1K$471.8K+$212.7K2026-11-04
WealthPlan Investment Management, LLC
INCREASED1,0981,054+44+4%$449.1K$471.8K+$22.7K2026-10-15
Philadelphia Trust Co
UNCHANGED1,0941,09400%$466$470+$42026-11-05
Hickory Point Bank & Trust
UNCHANGED1,0801,08000%$460.2K$464.1K+$3.9K2026-10-01
Acorn Wealth Advisors, LLC
NEW1,074—+1,074——$461.5K—2026-10-19
Clearwave Capital, LLC
INCREASED1,0711,068+3+0%$455.3K$460.2K+$4.9K2026-10-27
Secure Asset Management, LLC
INCREASED1,069951+118+12%$405.3K$459.3K+$54.1K2026-10-19
Cove Private Wealth, LLC
INCREASED1,061956+105+11%$407.4K$455.9K+$48.6K2026-10-28
First Growth Capital LLC
DECREASED1,0591,133-74-7%$482.8K$455.1K-$27.7K2026-10-15
Peterson Wealth Advisors, LLC
INCREASED1,0571,048+9+1%$446.5K$454.1K+$7.5K2026-10-08
D'Orazio & Associates, Inc.
INCREASED1,0551,040+15+1%$443.2K$453.3K+$10.2K2026-11-04
Fiduciary Family Office, LLC
INCREASED1,0551,044+11+1%$445.0K$453.5K+$8.5K2026-11-04
Heartwood Wealth Advisors LLC
DECREASED1,0541,344-290-22%$572.7K$452.9K-$119.8K2026-10-05
Voisard Asset Management Group, Inc.
DECREASED1,0511,058-7-1%$450.8K$451.6K+$7912026-10-13
Hall Laurie J Trustee
DECREASED1,0491,095-46-4%$466.6K$450.8K-$15.8K2026-10-06
Birch Hill Investment Advisors LLC
NEW1,048—+1,048——$450.3K—2026-10-16
Accel Wealth Management
DECREASED1,0451,062-17-2%$452.5K$449.0K-$3.5K2026-10-13
Greenspring Advisors, LLC
INCREASED1,041995+46+5%$424.1K$447.6K+$23.5K2026-11-05
Hidden Cove Wealth Management, LLC
INCREASED1,0381,013+25+2%$431.7K$446.0K+$14.4K2026-10-19
Summit Wealth Group LLC / Co
INCREASED1,037901+136+15%$383.9K$445.7K+$61.7K2026-10-29
Nadler Financial Group, Inc.
INCREASED1,0331,032+1+0%$439.8K$443.9K+$4.1K2026-10-23
TriaGen Wealth Management LLC
UNCHANGED1,0281,02800%$438.1K$441.7K+$3.7K2026-10-14
Tctc Holdings, LLC
INCREASED1,022972+50+5%$414.2K$439.2K+$25.0K2026-11-02
Prescott Group Capital Management, L.L.C.
UNCHANGED1,0211,02100%$435.1K$438.7K+$3.7K2026-10-30
Quantum Financial Advisors, LLC
INCREASED1,015712+303+43%$303.4K$436.2K+$132.8K2026-11-03
Gouws Capital LLC
INCREASED1,0151,000+15+2%$426.1K$436.2K+$10.0K2026-10-09
SYM Financial Corp
INCREASED1,007976+31+3%$415.9K$432.7K+$16.8K2026-10-26
Jacobsen Capital Management
INCREASED1,006966+40+4%$411.6K$432.3K+$20.7K2026-10-27
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED9922,241-1,249-56%$955.1K$426.3K-$528.9K2026-10-14
ICW Investment Advisors LLC
DECREASED987998-11-1%$425.1K$424.5K-$5432026-10-27
Alpha Family Trust
UNCHANGED98598500%$419.7K$419.7K$02026-11-04
Sacks & Associates, LLC
UNCHANGED98598500%$409.0K$423.3K+$14.3K2026-10-09
Leeward Financial Partners, LLC
DECREASED980992-12-1%$422.7K$421.1K-$1.6K2026-10-23
Riversedge Advisors, LLC
INCREASED980974+6+1%$415.0K$421.1K+$6.1K2026-10-09
Quantum Financial Partners LLC
INCREASED970867+103+12%$369.4K$416.8K+$47.4K2026-10-19
Landaas & Co
UNCHANGED96696600%$411.6K$415.1K+$3.5K2026-10-29
Willow Creek Capital Management, Inc.
UNCHANGED95295200%$405.7K$405.7K$02026-10-16
Providence First Trust Co
UNCHANGED95195100%$405.2K$408.7K+$3.4K2026-11-02
Rede Wealth, LLC
UNCHANGED95095000%$404.8K$408.2K+$3.4K2026-10-22
Thompson Davis & Co., Inc.
UNCHANGED95095000%$404.8K$408.2K+$3.4K2026-11-05
ACT Advisors, Llc.
INCREASED948917+31+3%$390.8K$407.4K+$16.6K2026-10-15
Guardian Partners Inc.
NEW946—+946——$406.5K—2026-10-21
American Institute for Advanced Investment Management, LLP
INCREASED942907+35+4%$386.3K$404.6K+$18.3K2026-11-03
BKM Wealth Management, LLC
UNCHANGED94294200%$401.4K$404.8K+$3.4K2026-10-22
Index Fund Advisors, Inc.
UNCHANGED94294200%$401.4K$404.8K+$3.4K2026-11-05
Impact Capital Partners LLC
DECREASED937957-20-2%$407.8K$402.6K-$5.2K2026-10-22
NWF Advisory Services Inc.
DECREASED936956-20-2%$407.4K$402.2K-$5.2K2026-10-19
Broadway Wealth Solutions, Inc.
INCREASED935924+11+1%$393.7K$401.8K+$8.0K2026-10-21
Nicholas Hoffman & Company, Llc.
INCREASED934929+5+1%$395.9K$401.3K+$5.5K2026-10-30
Canvas Wealth Advisors, LLC
DECREASED9321,086-154-14%$462.8K$367.0K-$95.8K2026-11-02
Summit Securities Group LLC
INCREASED92690+836+929%$38.4K$397.9K+$359.6K2026-11-05
Acorn Creek Capital LLC
DECREASED926953-27-3%$406.0K$397.8K-$8.2K2026-11-05
Wright Investors Service Inc
INCREASED925924+1+0%$393.7K$397.5K+$3.7K2026-11-02
Peachtree Investment Partners, LLC
DECREASED918988-70-7%$421.0K$394.5K-$26.5K2026-11-05
Richards, Merrill & Peterson, Inc.
INCREASED917572+345+60%$243.7K$394.1K+$150.4K2026-10-19
Walkner Condon Financial Advisors LLC
INCREASED915707+208+29%$301.3K$393.2K+$91.9K2026-11-02
IronOak Wealth Llc.
NEW914—+914——$392.8K—2026-11-06
TFC Financial Management, Inc.
INCREASED914834+80+10%$355.4K$392.8K+$37.4K2026-10-26
Connecticut Capital Management Group, LLC
INCREASED913907+6+1%$386.5K$392.3K+$5.8K2026-10-29
3Chopt Investment Partners, LLC
INCREASED908852+56+7%$363.1K$390.2K+$27.1K2026-10-30
Probity Advisors, Inc.
DECREASED903904-10%$385.2K$388.0K+$2.8K2026-10-23
Wendell David Associates Inc
UNCHANGED90390300%$385$388+$32026-10-27
Aire Advisors, LLC
INCREASED902871+31+4%$371.0K$387.5K+$16.5K2026-10-22
Biltmore Family Office, LLC
INCREASED901899+2+0%$383.1K$387.2K+$4.1K2026-11-03
TL Private Wealth
UNCHANGED90090000%$356.1K$384.0K+$27.9K2026-10-13
Lionsbridge Wealth Management LLC
DECREASED8991,113-214-19%$474.3K$386.3K-$88.0K2026-10-26
MFG Investments, LLC
NEW897—+897——$385.4K—2026-10-30
Lighthouse Wealth Management Inc.
UNCHANGED89689600%$381.8K$385.0K+$3.2K2026-10-13
RMG Wealth Management LLC
UNCHANGED89189100%$409.8K$329.3K-$80.6K2026-10-26
Affinity Capital Advisors, LLC
INCREASED888805+83+10%$332.8K$381.5K+$48.7K2026-10-13
Burkett Asset Management Ltd
NEW885—+885——$380.3K—2026-10-13
Stone Summit Wealth LLC
UNCHANGED88588500%$377.1K$380.3K+$3.2K2026-10-14
Zega Investments, LLC
DECREASED8822,396-1,514-63%$1.0M$379.0K-$642.0K2026-11-04
Forza Wealth Management, LLC
UNCHANGED88288200%$375.8K$379.0K+$3.2K2026-10-20
Omni 360 Wealth, Inc.
UNCHANGED88188100%$375.4K$378.6K+$3.2K2026-10-13
Hengehold Capital Management LLC
INCREASED878876+2+0%$373.3K$377.3K+$4.0K2026-10-16
Penobscot Wealth Management
INCREASED876776+100+13%$330.5K$376.3K+$45.8K2026-10-21
Endowment Wealth Management, Inc.
DECREASED871907-36-4%$386.7K$374.2K-$12.5K2026-11-03
Consilium Wealth Advisory, LLC
UNCHANGED87187100%$371.2K$374.3K+$3.1K2026-10-14
Farmers & Merchants Trust Co of Long Beach
DECREASED870874-40%$372.4K$373.8K+$1.4K2026-10-22
Shum Financial Group, Inc.
INCREASED869607+262+43%$258.7K$373.4K+$114.8K2026-10-13
Fidelity D & D Bancorp Inc
DECREASED866870-40%$370.7K$372.1K+$1.4K2026-11-05
Hilltop National Bank
INCREASED860858+2+0%$365.6K$369.6K+$3.9K2026-10-14
Five Oceans Advisors
DECREASED859899-40-4%$383.1K$369.1K-$14.0K2026-10-22
HBW Advisory Services LLC
INCREASED857665+192+29%$283.2K$368.1K+$84.9K2026-10-15
Klingman & Associates, LLC
INCREASED856715+141+20%$304.7K$367.8K+$63.2K2026-10-20
QTR Family Wealth, LLC
INCREASED856837+19+2%$356.7K$367.7K+$11.0K2026-11-02
Heritage Investors Management Corp
DECREASED850900-50-6%$384$365-$192026-10-29
Gibson Capital, LLC
INCREASED849811+38+5%$345.6K$364.8K+$19.2K2026-10-23
UMB Private Wealth Management, LLC
NEW847—+847——$364.0K—2026-10-19
Radnor Capital Management, LLC
UNCHANGED84684600%$360.5K$363.5K+$3.0K2026-10-23
Greatmark Investment Partners, Inc.
DECREASED845873-28-3%$372.0K$363.1K-$8.9K2026-10-28
Grey Fox Wealth Advisors, LLC
DECREASED841948-107-11%$404.0K$361.4K-$42.6K2026-11-03
Genesis Private Wealth, LLC
INCREASED840657+183+28%$280.0K$361.0K+$81.0K2026-11-02
Thrive Wealth Management, LLC
INCREASED839819+20+2%$349.0K$360.5K+$11.5K2026-10-13
Marin Bay Wealth Advisors, LLC
INCREASED839833+6+1%$355.0K$360.5K+$5.6K2026-10-28
S.A. Mason LLC
INCREASED837807+30+4%$343.9K$359.7K+$15.8K2026-10-13
Grandview Asset Management LLC
DECREASED837863-26-3%$367.7K$359.7K-$8.1K2026-10-19
BOS Asset Management, LLC
UNCHANGED83583500%$355.8K$358.8K+$3.0K2026-10-09
McAdam, LLC
DECREASED8311,392-561-40%$593.2K$357.2K-$236.0K2026-10-21
Country Trust Bank
INCREASED830760+70+9%$323.9K$356.7K+$32.8K2026-10-30
Key Capital Management, Inc
INCREASED82928+801+2861%$11.9K$356.2K+$344.3K2026-11-03
55 North Private Wealth, LLC
INCREASED826682+144+21%$290.6K$354.9K+$64.3K2026-10-20
MW Advisory, LLC
INCREASED826736+90+12%$313.6K$354.9K+$41.3K2026-10-19
Tenet Wealth Partners, LLC
INCREASED825824+1+0%$328.5K$354.5K+$26.0K2026-10-19
Sage Rhino Capital LLC
DECREASED823830-7-1%$353.7K$353.7K-$292026-10-28
Deroy & Devereaux Private Investment Counsel Inc
INCREASED822702+120+17%$299$353+$542026-10-26
Edgemoor Investment Advisors, Inc.
INCREASED822818+4+0%$348.6K$353.2K+$4.7K2026-11-03
XML Financial, LLC
DECREASED820850-30-4%$362.2K$352.4K-$9.8K2026-10-29
Cross Staff Investments Inc
UNCHANGED82082000%$349.4K$352.4K+$2.9K2026-10-22
Tritonpoint Wealth, LLC
DECREASED814854-40-5%$364.0K$349.9K-$14.1K2026-10-19
Split Creek LLC DBA Split Creek Capital LLC
UNCHANGED81381300%$346.4K$349.4K+$2.9K2026-11-02
Harbour Capital Advisors, LLC
UNCHANGED81281200%$330.7K$348.9K+$18.2K2026-10-13
Home Federal Bank of Tennessee
UNCHANGED81081000%$345.2K$348.1K+$2.9K2026-10-15
Symmetry Partners, LLC
INCREASED808575+233+41%$245.1K$347.3K+$102.2K2026-10-27
Burkett Financial Services, LLC
INCREASED808606+202+33%$258.5K$347.5K+$89.0K2026-10-01
TritonPoint Partners, LLC
DECREASED8031,067-264-25%$454.8K$345.1K-$109.6K2026-11-05
Nova R Wealth, Inc.
INCREASED802799+3+0%$340.6K$344.8K+$4.2K2026-10-26
Alpine Bank Wealth Management
UNCHANGED79679600%$339.2K$342.0K+$2.9K2026-10-16
Collective Family Office LLC
DECREASED792874-82-9%$372.4K$340.3K-$32.1K2026-10-05
Invenio Wealth Partners LLC
DECREASED787806-19-2%$343.5K$338.2K-$5.3K2026-10-20
Cadent Capital Advisors, LLC
UNCHANGED78378300%$333.7K$336.5K+$2.8K2026-10-09
KOM Wealth Management Group, LLC
INCREASED782780+2+0%$332.5K$336.1K+$3.6K2026-10-15
Balentine LLC
DECREASED777885-108-12%$377.1K$333.9K-$43.2K2026-11-03
Balefire, LLC
DECREASED776834-58-7%$355.4K$333.5K-$21.9K2026-10-09
Truefg, LLC
UNCHANGED77577500%$330.2K$333.0K+$2.8K2026-10-15
FWG Investments, Llc.
DECREASED773801-28-3%$341.3K$332.2K-$9.2K2026-11-03
Reynders McVeigh Capital Management, LLC
DECREASED772790-18-2%$337$331.6K+$331.3K2026-10-30
Sunpointe, LLC
DECREASED7691,015-246-24%$432.5K$330.4K-$102.1K2026-10-22
Atwood & Palmer Inc
UNCHANGED76976900%$327.7K$330.4K+$2.8K2026-10-08
CMG Global Holdings, LLC
DECREASED768788-20-3%$335.8K$330.0K-$5.8K2026-10-14
Atlas Brown,Inc.
INCREASED768766+2+0%$326.4K$329.8K+$3.4K2026-10-09
CPC Advisors, LLC
NEW767—+767——$329.6K—2026-10-21
Matrix Asset Advisors Inc
DECREASED762862-100-12%$367.3K$327.4K-$39.9K2026-10-13
1900 Wealth Management LLC
DECREASED760783-23-3%$333.7K$326.6K-$7.1K2026-10-13
Novem Group
INCREASED757726+31+4%$309.6K$325.5K+$15.9K2026-10-19
Foguth Wealth Management, Llc.
NEW756—+756——$295.8K—2026-10-19
Diversified Portfolios, Inc.
INCREASED754703+51+7%$299.6K$324.0K+$24.4K2026-11-04
EdgeRock Capital LLC
INCREASED752683+69+10%$291.0K$323.1K+$32.1K2026-11-03
Michael J. Porro & Co. Financial Advisors, Inc.
UNCHANGED75275200%$320.4K$323.1K+$2.7K2026-10-16
Paragon Private Wealth Management, LLC
DECREASED7501,143-393-34%$487.1K$322.3K-$164.8K2026-10-20
Cahaba Wealth Management, Inc.
INCREASED750690+60+9%$294.2K$322.2K+$28.0K2026-10-26
Opulen Financial Group LLC
INCREASED750726+24+3%$309.5K$322.4K+$12.9K2026-10-22
KMG Fiduciary Partners, LLC
DECREASED747751-4-1%$320.2K$321.1K+$9782026-10-14
Missouri Trust & Investment Co
DECREASED7451,171-426-36%$486.3K$320.1K-$166.2K2026-11-04
Inscription Capital, LLC
DECREASED7421,615-873-54%$688.3K$319.0K-$369.3K2026-11-02
Murphy, Middleton, Hinkle & Parker, Inc.
INCREASED742730+12+2%$311.1K$318.8K+$7.8K2026-10-15
Financial Council, LLC
UNCHANGED73973900%$314.8K$317.5K+$2.7K2026-11-02
James T. Borello RIA
INCREASED735731+4+1%$311.5K$315.8K+$4.3K2026-10-16
LVW Advisors, LLC
INCREASED734659+75+11%$280.8K$315.4K+$34.6K2026-10-19
Crown Wealth Group, LLC
DECREASED733853-120-14%$363.5K$315.0K-$48.5K2026-10-19
First United Bank & Trust
UNCHANGED73273200%$311.9K$314.5K+$2.6K2026-10-22
Forum Financial Management, LP
DECREASED731819-88-11%$349.0K$314.3K-$34.7K2026-10-16
Kaydan Wealth Management, Inc.
INCREASED730711+19+3%$303.0K$313.7K+$10.7K2026-10-08
Gunderson Capital Management LLC
UNCHANGED73073000%$311.1K$313.7K+$2.6K2026-10-15
Archford Capital Strategies, LLC
INCREASED729669+60+9%$285.1K$313.3K+$28.2K2026-10-19
GFG Capital, LLC
UNCHANGED72372300%$308.1K$310.7K+$2.6K2026-10-16
Investors Asset Management of Georgia Inc
DECREASED721731-10-1%$311.7K$310.0K-$1.7K2026-10-20
Parisi Gray Wealth Management
INCREASED718535+183+34%$228.0K$308.4K+$80.4K2026-10-16
AM Investment Strategies LLC
NEW717—+717——$308—2026-11-05
Cora Capital Advisors LLC
DECREASED717719-20%$306.4K$308.1K+$1.7K2026-11-02
Monte Financial Group, LLC
DECREASED713723-10-1%$300.2K$306.4K+$6.2K2026-11-02
RM Financial Services, LLC
UNCHANGED71271200%$303.4K$306.0K+$2.6K2026-11-03
Stablepoint Partners, LLC
UNCHANGED70970900%$302.1K$304.7K+$2.5K2026-11-03
Sagace Wealth Management LLC
DECREASED708749-41-5%$319.2K$304.2K-$14.9K2026-10-28
South Shore Capital Advisors
INCREASED706586+120+20%$249.7K$303.4K+$53.7K2026-10-20
Fourpath Capital Management, LLC
DECREASED703765-62-8%$326.0K$302.1K-$23.9K2026-10-19
Bayban
UNCHANGED70270200%$299.1K$299.1K$02026-11-05
Fermata Advisors, LLC
INCREASED699658+41+6%$280.4K$300.4K+$20.0K2026-10-13
Sweeney & Michel, LLC
INCREASED699678+21+3%$304.2K$300.3K-$3.9K2026-10-16
Nolet Wealth Management, LLC
UNCHANGED69969900%$297.9K$300.4K+$2.5K2026-10-15
One Plus One Wealth Management, LLC
DECREASED698715-17-2%$304.7K$299.9K-$4.7K2026-10-16
USA Financial Formulas
NEW697—+697——$299.5K—2026-10-16
Uniting Wealth Partners, LLC
INCREASED697585+112+19%$249.3K$299.5K+$50.2K2026-11-06
DWM Financial Group, Inc.
UNCHANGED69769700%$222.0K$299.5K+$77.5K2026-10-28
Gill Capital Partners, LLC
UNCHANGED69269200%$294.9K$297.4K+$2.5K2026-10-13
Blodgett Wealth Advisors, LLC
DECREASED6901,075-385-36%$458.1K$296.5K-$161.6K2026-10-23
Quantify Chaos Advisors, LLC
NEW688—+688——$295.6K—2026-11-04
Watershed Private Wealth LLC
INCREASED687648+39+6%$276.1K$295.4K+$19.2K2026-10-30
Douglas Lane & Associates, LLC
DECREASED684806-122-15%$343.5K$293.9K-$49.5K2026-10-09
Blue Zone Wealth Advisors, LLC
NEW683—+683——$293.5K—2026-10-19
Hunter Associates Investment Management LLC
UNCHANGED68368300%$291$294+$32026-10-26
Oak Barrel Wealth Advisory LLC
UNCHANGED68368300%$290.9K$293.4K+$2.5K2026-11-05
GHP Investment Advisors, Inc.
DECREASED680755-75-10%$321.7K$292.2K-$29.5K2026-10-15
Central Valley Advisors, LLC
UNCHANGED68068000%$289.8K$292.2K+$2.4K2026-10-27
Master's Wealth Management Inc.
INCREASED678530+148+28%$226.0K$291.6K+$65.5K2026-10-22
Dakota Community Bank & Trust NA
INCREASED678570+108+19%$242.9K$291.3K+$48.5K2026-10-09
Weatherly Asset Management L. P.
INCREASED678655+23+4%$279.2K$291.2K+$12.0K2026-10-20
Peddock Capital Advisors, LLC
UNCHANGED67867800%$288.9K$291.3K+$2.4K2026-10-16
21 West Wealth Management LLC
DECREASED676711-35-5%$303.0K$290.5K-$12.5K2026-10-13
Trek Financial, LLC
NEW675—+675——$290.2K—2026-10-29
Black Diamond Financial, LLC
INCREASED675528+147+28%$225.0K$290.1K+$65.1K2026-10-26
AXS Investments LLC
INCREASED673617+56+9%$262.9K$289.2K+$26.3K2026-11-04
Wagner Wealth Management, LLC
UNCHANGED67267200%$286.4K$288.8K+$2.4K2026-10-21
Diversified Management Inc
INCREASED671591+80+14%$251.8K$288.3K+$36.5K2026-10-08
Ejmk Ventures LLC
INCREASED670612+58+9%$260.8K$287.9K+$27.1K2026-10-21
MBL Wealth, LLC
INCREASED669577+92+16%$245.9K$287.5K+$41.6K2026-10-22
Canandaigua National Trust Co of Florida
NEW668—+668——$287.0K—2026-10-07
Hoxton Planning & Management, LLC
DECREASED666704-38-5%$300.0K$286.2K-$13.8K2026-10-15
Burke & Herbert Bank & Trust Co
UNCHANGED66666600%$283.8K$286.2K+$2.4K2026-11-02
Piedmont Capital Management, LLC
UNCHANGED66366300%$282.5K$284.9K+$2.4K2026-10-21
ANB Bank
NEW662—+662——$284.5K—2026-10-09
Altus Wealth Group LLC
DECREASED660715-55-8%$304.7K$283.6K-$21.1K2026-10-20
Cornerstone Planning, LLC
UNCHANGED66066000%$281.2K$281.2K$02026-10-27
First Citizens Financial Corp
DECREASED653665-12-2%$283.4K$280.6K-$2.8K2026-10-02
Shelter Rock Management, LLC
DECREASED651698-47-7%$297.6K$287.2K-$10.4K2026-10-09
Baker Boyer National Bank
DECREASED651658-7-1%$280.4K$279.7K-$6462026-11-05
Advisory Solutions Group, LLC
NEW650—+650——$279.3K—2026-10-14
Benchmark Financial Wealth Advisors, LLC
INCREASED650562+88+16%$239.5K$279.3K+$39.7K2026-10-20
Gen-Wealth Partners Inc
UNCHANGED65065000%$277.0K$279.3K+$2.3K2026-11-04
Taylor Financial Group, Inc.
UNCHANGED65065000%$277.0K$279.3K+$2.3K2026-11-02
Hobart Private Capital, LLC
INCREASED648625+23+4%$266.3K$278.5K+$12.1K2026-10-19
Fulcrum Equity Management
NEW645—+645——$277.2K—2026-10-21
Opal Wealth Advisors, LLC
DECREASED644855-211-25%$364.3K$276.7K-$87.6K2026-10-16
Teza Capital Management LLC
NEW640—+640——$275.0K—2026-10-23
Flagstone Financial Management
UNCHANGED63963900%$272.3K$274.6K+$2.3K2026-11-05
Luts & Greenleigh Group, Inc.
UNCHANGED63963900%$272.3K$274.6K+$2.3K2026-11-05
McHugh Group, LLC
UNCHANGED63963900%$272.3K$274.6K+$2.3K2026-10-19
Motive Wealth Advisors
INCREASED638596+42+7%$254.0K$274.2K+$20.2K2026-10-26
Chatham Capital Group, Inc.
DECREASED638669-31-5%$285.1K$274.2K-$10.9K2026-10-16
Trilogy Capital Inc.
DECREASED637759-122-16%$323.4K$273.7K-$49.7K2026-10-20
WealthBridge Capital Management, LLC
INCREASED637624+13+2%$265.9K$273.7K+$7.8K2026-10-16
Sage Mountain Advisors LLC
DECREASED636779-143-18%$331.9K$273.3K-$58.7K2026-11-02
Advocate Group LLC
INCREASED635611+24+4%$260.4K$272.9K+$12.5K2026-10-19
Elevatus Welath Management
INCREASED632628+4+1%$267.6K$271.6K+$4.0K2026-10-19
Midland Wealth Advisors, LLC
INCREASED629574+55+10%$244.6K$270.3K+$25.7K2026-10-26
Owl Creek Wealth Partners LLC
INCREASED629605+24+4%$257.8K$270.3K+$12.5K2026-10-20
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED626609+17+3%$259.5K$269.0K+$9.5K2026-10-28
Tortoise Investment Management, LLC
DECREASED625643-18-3%$273.8K$268.5K-$5.3K2026-11-06
Stronghold Wealth Management L.L.C.
DECREASED623679-56-8%$289.3K$267.7K-$21.6K2026-10-16
Investment Research Partners LLC
UNCHANGED62362300%$265.5K$267.7K+$2.2K2026-10-19
Tanager Wealth Management LLP
INCREASED618606+12+2%$258.2K$265.6K+$7.3K2026-10-19
Penn Davis Mcfarland Inc
UNCHANGED61761700%$262.9K$265.1K+$2.2K2026-10-23
Apollon Financial, LLC
NEW616—+616——$264.8K—2026-10-23
Accelerate Investment Advisors LLC
DECREASED616626-10-2%$266.6K$264.6K-$2.0K2026-11-02
Achmea Investment Management B.V.
NEW614—+614——$264.1K—2026-10-30
Vanguard Capital Wealth Advisors
INCREASED614600+14+2%$255.7K$263.8K+$8.2K2026-10-16
Live Oak Private Wealth LLC
INCREASED613603+10+2%$257.0K$263.4K+$6.5K2026-11-02
Ti-Trust, Inc
UNCHANGED61361300%$261.2K$263.4K+$2.2K2026-10-21
Townsend Asset Management Corp
UNCHANGED61361300%$261.2K$263.4K+$2.2K2026-10-29
Valen Private Capital, LLC
NEW610—+610——$262.3K—2026-10-23
Keudell ison Wealth Management
DECREASED609637-28-4%$271.4K$261.7K-$9.7K2026-10-16
MN Wealth Advisors, LLC
INCREASED609585+24+4%$249.3K$261.7K+$12.4K2026-10-23
Retirement Planning Group, LLC
DECREASED605854-249-29%$364.1K$260.2K-$103.9K2026-10-19
Manchester Financial Inc
DECREASED603663-60-9%$282.5K$259.1K-$23.4K2026-10-15
First Interstate Bank
UNCHANGED60060000%$255.7K$257.8K+$2.2K2026-10-23
Flynn Zito Capital Management, LLC
UNCHANGED60060000%$255.7K$257.8K+$2.2K2026-11-04
Mattern Wealth Management LLC
UNCHANGED60060000%$255.7K$257.8K+$2.2K2026-11-04
Cornell Pochily Investment Advisors, Inc.
UNCHANGED59659600%$254.0K$256.2K+$2.2K2026-10-19
Glass Jacobson Investment Advisors llc
DECREASED591646-55-9%$275.3K$254.0K-$21.3K2026-10-26
Mascagni Wealth Management, Inc.
INCREASED591581+10+2%$247.6K$254.0K+$6.4K2026-10-23
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED59059000%$251.4K$253.5K+$2.1K2026-10-28
Lantz Financial LLC
DECREASED588830-242-29%$353.7K$252.7K-$101.0K2026-10-15
Private Client Services, LLC
INCREASED587578+9+2%$246.3K$252.2K+$5.9K2026-10-02
Carolina Wealth Management Inc
UNCHANGED58658600%$249.7K$251.8K+$2.1K2026-10-29
Ridgeline Wealth, LLC
UNCHANGED58358300%$248.2K$249.5K+$1.3K2026-10-14
Warren Street Wealth Advisors, LLC
DECREASED581599-18-3%$255.2K$249.7K-$5.6K2026-11-04
CenterStar Asset Management, LLC
NEW580—+580——$250.5K—2026-10-09
Financial Solutions Advisory Group, Inc.
DECREASED576796-220-28%$323.0K$225.4K-$97.7K2026-10-28
Elser Financial Planning, Inc
INCREASED575569+6+1%$242.5K$247.1K+$4.6K2026-10-16
MinichMacGregor Wealth Management, LLC
INCREASED574541+33+6%$230.9K$247.0K+$16.1K2026-10-14
Smith Thornton Advisors LLC
INCREASED574565+9+2%$227.6K$246.7K+$19.0K2026-10-16
Human Investing LLC
INCREASED571490+81+17%$208.6K$245.2K+$36.6K2026-10-19
State of Wyoming
DECREASED570803-233-29%$342.2K$244.9K-$97.2K2026-10-28
Avion Wealth
DECREASED570587-17-3%$250$244-$62026-11-04
Fell Capital Management
DECREASED570585-15-3%$249.3K$244.9K-$4.3K2026-10-09
Cape Investment Advisory, Inc.
UNCHANGED56756700%$241.6K$243.6K+$2.0K2026-10-13
TCI Wealth Advisors, Inc.
INCREASED565530+35+7%$225.8K$242.8K+$16.9K2026-10-30
Cypress Wealth Services, LLC
INCREASED565562+3+1%$239.5K$251.5K+$12.0K2026-10-21
Hollow Brook Wealth Management LLC
UNCHANGED56556500%$240.8K$242.8K+$2.0K2026-10-29
Meredith Wealth Planning
INCREASED564561+3+1%$239.1K$242.4K+$3.3K2026-10-14
Summa Corp.
NEW562—+562——$241.5K—2026-10-30
Brown, Lisle Ings, Inc.
DECREASED562576-14-2%$245.4K$241.5K-$3.9K2026-10-16
Trust Co of the South
INCREASED561533+28+5%$227.1K$241.1K+$13.9K2026-10-21
Iams Wealth Management, LLC
NEW559—+559——$240.2K—2026-10-15
Oarsman Capital, Inc.
INCREASED559556+3+1%$236.9K$240.2K+$3.3K2026-11-05
Uptick Partners, LLC
INCREASED558546+12+2%$232.6K$239.7K+$7.1K2026-11-04
Exchange Bank
DECREASED557562-5-1%$239.5K$239.3K-$1332026-10-07
Stokes Capital Advisors, LLC
UNCHANGED55655600%$236.9K$238.9K+$2.0K2026-10-09
Endeavor Private Wealth, Inc.
NEW553—+553——$237.5K—2026-11-05
Allied Investment Advisors, LLC
INCREASED553491+62+13%$209.2K$237.6K+$28.4K2026-10-13
ASL Financial, LLC
UNCHANGED55155100%$234.8K$236.8K+$2.0K2026-10-15
Haven Private, LLC
UNCHANGED55155100%$234.8K$236.8K+$2.0K2026-10-27
Baldwin Wealth Partners LLC
DECREASED550588-38-6%$250.6K$236.3K-$14.2K2026-10-13
Clay Northam Wealth Management, LLC
UNCHANGED55055000%$234.4K$236.3K+$2.0K2026-10-13
Clear Wave Wealth Management LLC
INCREASED548521+27+5%$222.0K$235.5K+$13.5K2026-11-04
Marion Wealth Management
UNCHANGED54754700%$233.1K$235.1K+$2.0K2026-10-22
Wealth Preservation Advisors, LLC
NEW545—+545——$234.2K—2026-11-05
Howard Financial Services, Ltd.
NEW544—+544——$233.8K—2026-10-15
Plante Moran Financial Advisors, LLC
INCREASED543542+1+0%$231.1K$233.4K+$2.4K2026-11-04
West Branch Capital LLC
DECREASED542553-11-2%$235.6K$232.9K-$2.7K2026-10-20
Sound Income Strategies, LLC
INCREASED541538+3+1%$229.4K$229.6K+$2122026-10-09
First Fiduciary Investment Counsel, Inc.
UNCHANGED54054000%$230$232+$22026-10-27
Orca Wealth Management, LLC
DECREASED539546-7-1%$232.9K$231.6K-$1.2K2026-10-14
O'Brien Greene & Co. Inc
UNCHANGED53953900%$229.7K$231.6K+$1.9K2026-11-05
RS Crum Inc.
UNCHANGED53953900%$229.7K$231.6K+$1.9K2026-10-19
Veery Capital, LLC
UNCHANGED53953900%$229.7K$231.6K+$1.9K2026-10-07
Smith Chas P & Associates PA Cpas
DECREASED537545-8-1%$232.3K$210.2K-$22.1K2026-10-22
Princeton Capital Management LLC
UNCHANGED53753700%$228.8K$230.8K+$1.9K2026-10-27
Old Port Advisors
DECREASED534629-95-15%$268.0K$229.5K-$38.6K2026-10-23
Mitchell Sinkler & Starr
NEW533—+533——$229.0K—2026-10-13
Cherry Creek Investment Advisors, Inc.
DECREASED5331,033-500-48%$440.2K$229.0K-$211.1K2026-10-14
Texas Bank & Trust Co
UNCHANGED53353300%$227.1K$229.0K+$1.9K2026-11-04
WMG Financial Advisors, LLC
UNCHANGED53253200%$226.7K$226.7K$02026-10-28
Sapient Capital LLC
INCREASED531511+20+4%$217.7K$228.2K+$10.4K2026-10-08
Traveka Wealth, LLC
DECREASED530540-10-2%$230.0K$227.7K-$2.4K2026-10-19
Baron Wealth Management LLC
NEW529—+529——$227.5K—2026-10-27
Warwick Investment Management, Inc.
NEW529—+529——$227.3K—2026-10-19
Union Savings Bank
INCREASED528403+125+31%$171.7K$226.9K+$55.2K2026-10-14
Global Wealth Management Investment Advisory, Inc.
DECREASED527528-10%$225.0K$226.7K+$1.6K2026-11-04
C2c Wealth Management, LLC
UNCHANGED52752700%$224.6K$226.5K+$1.9K2026-10-20
Finivi Inc.
DECREASED526670-144-21%$285.5K$226.0K-$59.5K2026-10-13
Westside Investment Management, Inc.
UNCHANGED52652600%$224.1K$228.2K+$4.1K2026-11-02
Sunburst Financial Group, LLC
UNCHANGED52452400%$223.3K$225.2K+$1.9K2026-10-09
Millennium Capital Advisors, LLC
UNCHANGED52352300%$222.9K$224.7K+$1.9K2026-10-16
Axiom Investment Management LLC
INCREASED520450+70+16%$191.8K$223.5K+$31.7K2026-11-03
Rakuten Securities, Inc.
DECREASED520564-44-8%$240.3K$223.4K-$16.9K2026-11-02
Global Assets Advisory, LLC
DECREASED520522-20%$217.4K$227.5K+$10.2K2026-10-28
Huntleigh Advisors, Inc.
UNCHANGED52052000%$221.6K$223.4K+$1.9K2026-11-03
Hibernia Wealth Partners, LLC
NEW518—+518——$222.4K—2026-10-29
NTV Asset Management LLC
UNCHANGED51651600%$219.9K$221.7K+$1.9K2026-10-23
Gleason Group, Inc.
INCREASED515514+1+0%$219.0K$221.4K+$2.4K2026-10-15
Maple Capital Management, Inc.
INCREASED514470+44+9%$200.3K$220.9K+$20.6K2026-11-02
August Group Capital Ltd
INCREASED514510+4+1%$217.3K$220.9K+$3.6K2026-10-14
Arwa LLC
DECREASED513680-167-25%$269.6K$219.7K-$49.9K2026-10-21
Financial Management Professionals, Inc.
INCREASED511483+28+6%$205.8K$219.6K+$13.8K2026-10-23
Defined Wealth Management, LLC
INCREASED511508+3+1%$216.5K$219.6K+$3.1K2026-10-19
GR Financial Group, LLC
NEW510—+510——$219.3K—2026-10-27
Barrett & Company, Inc.
DECREASED508568-60-11%$242.0K$218.3K-$23.7K2026-10-22
L. Roy Papp & Associates, LLP
INCREASED506486+20+4%$207.1K$217.4K+$10.3K2026-10-21
United Advisor Group, LLC
NEW501—+501——$215.3K—2026-11-03
Curran Financial Partners, LLC
NEW500—+500——$214.9K—2026-11-04
Stonekeep Investments, LLC
UNCHANGED50050000%$213$214.9K+$214.6K2026-10-15
bLong Financial, LLC
UNCHANGED50050000%$213.1K$214.9K+$1.8K2026-10-29
FCG Investment Co
NEW499—+499——$214.4K—2026-10-13
Phillips Financial Management, LLC
INCREASED498493+5+1%$210.1K$214.0K+$3.9K2026-10-19
Fonville Wealth Management LLC
NEW497—+497——$213.6K—2026-10-28
1834 Investment Advisors Co
NEW496—+496——$213.1K—2026-10-16
Mascoma Wealth Management LLC
INCREASED496296+200+68%$126.1K$213.1K+$87.0K2026-10-23
Cherrydale Wealth Management, LLC
INCREASED496493+3+1%$210.2K$213.4K+$3.2K2026-10-20
Rydar Equities, Inc.
NEW495—+495——$213.5K—2026-10-13
Fifth Third Securities, Inc.
NEW495—+495——$213.0K—2026-10-21
Harold Davidson & Associates Inc.
DECREASED495505-10-2%$215.2K$212.7K-$2.5K2026-10-29
Tounjian Advisory Partners, LLC
DECREASED492881-389-44%$375.6K$211.3K-$164.3K2026-11-04
Arlington Trust Co LLC
INCREASED491254+237+93%$108.2K$211.0K+$102.8K2026-10-20
Investment Partners Asset Management, Inc.
UNCHANGED48948900%$208.4K$210.1K+$1.8K2026-10-09
McKinley Carter Wealth Services, Inc.
INCREASED488478+10+2%$203.7K$209.7K+$6.0K2026-10-16
GEM Asset Management, LLC
UNCHANGED48848800%$207.9K$209.7K+$1.8K2026-10-13
XXI Wealth, LLC
NEW487—+487——$209.3K—2026-10-22
Segment Wealth Management, LLC
NEW487—+487——$209.3K—2026-10-26
Burton Enright Welch
NEW487—+487——$209.3K—2026-11-04
Birch Financial Group, LLC
UNCHANGED48548500%$206.7K$208.4K+$1.7K2026-10-27
Commonwealth Retirement Investments LLC
UNCHANGED48548500%$206.7K$208.4K+$1.7K2026-10-26
CRA Financial Services, LLC
INCREASED481457+24+5%$194.7K$206.6K+$11.8K2026-10-16
Manske Wealth Management
UNCHANGED48148100%$205.0K$206.7K+$1.7K2026-10-26
Cottage Street Advisors LLC
DECREASED479542-63-12%$231.0K$205.8K-$25.1K2026-10-19
Ridgecrest Wealth Partners, LLC
UNCHANGED47847800%$203.7K$205.4K+$1.7K2026-10-19
First Heartland Consultants, Inc.
NEW477—+477——$204.7K—2026-10-08
World Equity Group, Inc.
DECREASED4764,357-3,881-89%$1.9M$204.5K-$1.7M2026-10-14
Alessandra Capital Management, LLC
DECREASED475500-25-5%$213.1K$204.1K-$8.9K2026-10-30
Flywheel Private Wealth LLC
INCREASED475474+1+0%$202.4K$204.1K+$1.7K2026-11-02
Private Wealth Management Group, LLC
UNCHANGED47447400%$202.0K$203.7K+$1.7K2026-10-19
Jm2 Capital Inc.
UNCHANGED47347300%$201.6K$203.3K+$1.7K2026-10-14
Oak Grove Capital LLC
NEW472—+472——$202.8K—2026-10-09
Refined Wealth Management
DECREASED472574-102-18%$244.6K$202.8K-$41.8K2026-10-13
Winthrop Advisory Group LLC
DECREASED471493-22-4%$210.2K$202.2K-$8.0K2026-10-22
Thompson Siegel & Walmsley LLC
DECREASED468470-20%$200$201+$12026-11-05
Asset One Wealth Management LLC
NEW467—+467——$200.7K—2026-11-02
Kelly Financial Services LLC
DECREASED467520-53-10%$221.7K$200.9K-$20.8K2026-10-20
San Luis Wealth Advisors LLC
NEW466—+466——$200.5K—2026-10-27
Wilkerson Advisory Group LLC
INCREASED465455+10+2%$193.9K$199.8K+$5.9K2026-10-20
Archer Investment Corp
INCREASED46383+380+458%$35.5K$199.1K+$163.6K2026-11-05
Bfsg, LLC
DECREASED453478-25-5%$203.7K$194.7K-$9.0K2026-10-30
Physician Wealth Advisors, Inc.
INCREASED447394+53+13%$167.9K$192.1K+$24.2K2026-10-20
Essential Investment Partners LLC
UNCHANGED44044000%$187.5K$189.1K+$1.6K2026-10-27
Silver Grove Financial Group, Inc.
INCREASED434425+9+2%$181.1K$186.5K+$5.4K2026-11-05
McCarley & Cook Financial Planners
INCREASED432429+3+1%$182.8K$185.6K+$2.8K2026-10-21
Adirondack Trust Co
INCREASED427408+19+5%$173.8K$183.5K+$9.6K2026-10-14
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
NEW423—+423——$181.8K—2026-11-06
Clean Yield Group
UNCHANGED42342300%$180.2K$181.8K+$1.5K2026-10-28
Bell Investment Advisors, Inc
INCREASED417256+161+63%$109.1K$179.2K+$70.1K2026-10-29
Deseret Mutual Benefit Administrators
DECREASED416438-22-5%$186.6K$178.8K-$7.9K2026-11-04
Albion Financial Group
INCREASED41311+402+3655%$4.7K$177.5K+$172.8K2026-10-21
Peoples Financial Services Corp.
UNCHANGED41041000%$174.7K$176.2K+$1.5K2026-10-20
Meriwether Wealth & Planning, LLC
NEW407—+407——$174.9K—2026-10-13
First Premier Bank
UNCHANGED40640600%$173$174+$12026-10-13
Gladstone Capital Management LLP
UNCHANGED40040000%$170.4K$171.9K+$1.4K2026-11-06
SJS Investment Consulting Inc.
INCREASED392332+60+18%$141.5K$168.4K+$27.0K2026-10-26
Fortitude Family Office, LLC
DECREASED390410-20-5%$174.7K$167.6K-$7.1K2026-10-14
Kimelman & Baird, LLC
UNCHANGED38738700%$164.9K$166.3K+$1.4K2026-11-03
Costello Asset Management, Inc
DECREASED370390-20-5%$166.2K$159.0K-$7.2K2026-10-30
Holos Integrated Wealth LLC
INCREASED363325+38+12%$128.6K$142.1K+$13.5K2026-10-23
IFS Advisors, LLC
NEW348—+348——$149.7K—2026-10-14
Clayton Financial Group LLC
NEW341—+341——$146.5K—2026-10-13
Vaquero Private Wealth, LTD
DECREASED337523-186-36%$222.9K$144.8K-$78.0K2026-10-27
Armstrong Advisory Group, Inc
UNCHANGED33333300%$141.9K$143.1K+$1.2K2026-10-09
Wolff Wiese Magana LLC
INCREASED332284+48+17%$121.0K$142.7K+$21.6K2026-10-15
Kozak & Associates, Inc.
UNCHANGED33033000%$136.1K$129.7K-$6.4K2026-10-29
Regents Gate Capital LLP
DECREASED3293,536-3,207-91%$1.5M$141.4K-$1.4M2026-11-03
MV Capital Management, Inc.
INCREASED324321+3+1%$136.8K$139.2K+$2.4K2026-10-29
Blue Bell Private Wealth Management, LLC
INCREASED321250+71+28%$106.5K$137.9K+$31.4K2026-10-29
Curat Global, LLC
UNCHANGED31631600%$134.7K$135.8K+$1.1K2026-10-26
Elevated Capital Advisors, LLC
DECREASED314325-11-3%$138.5K$134.9K-$3.6K2026-11-04
Nova Financial LLC
NEW311—+311——$133.6K—2026-11-04
Toth Financial Advisory Corp
INCREASED310186+124+67%$79.3K$133.2K+$54.0K2026-10-08
Reyes Financial Architecture, Inc.
UNCHANGED30030000%$127.8K$128.9K+$1.1K2026-10-22
Compass Financial Management LLC
NEW299—+299——$128.5K—2026-10-30
RHL Group, LLC
UNCHANGED28528500%$121.4K$122.5K+$1.1K2026-11-04
Cranbrook Wealth Management, LLC
DECREASED281285-4-1%$121.4K$120.6K-$8872026-10-28
Piscataqua Savings Bank
DECREASED277330-53-16%$140.6K$119.0K-$21.6K2026-10-21
Bank & Trust Co
UNCHANGED27427400%$116.8K$117.7K+$9842026-10-07
Fairscale Capital, LLC
INCREASED271247+24+10%$105.3K$100.3K-$5.0K2026-11-04
Salomon & Ludwin, LLC
UNCHANGED27027000%$111.3K$116.0K+$4.7K2026-10-29
General Partner, Inc.
UNCHANGED26426400%$112.5K$113.4K+$9472026-10-05
Horrell Capital Management, Inc.
NEW261—+261——$112.2K—2026-10-08
Smallwood Wealth Investment Management, LLC
INCREASED251250+1+0%$106.5K$107.9K+$1.3K2026-10-30
Flagship Wealth Advisors, LLC
INCREASED245195+50+26%$83.1K$105.3K+$22.2K2026-11-03
Essential Partners LLC
UNCHANGED24524500%$104.4K$105.3K+$8802026-10-14
Wealth Enhancement Trust Services, Inc.
UNCHANGED24224200%$103.1K$104.0K+$8692026-10-07
University of Texas S AM Investment Management Co
DECREASED237248-11-4%$105.7K$101.8K-$3.8K2026-11-03
Kentucky Trust Co
UNCHANGED23023000%$98.0K$98.8K+$8252026-10-15
City Holding Co
INCREASED229206+23+11%$87.8K$98.4K+$10.6K2026-10-19
Centerpoint Advisors, LLC
UNCHANGED22622600%$96$97+$12026-11-05
Syntax Research, Inc.
UNCHANGED22522500%$95.9K$96.7K+$8082026-11-04
Financial Consulate, Inc
INCREASED208206+2+1%$87.8K$89.4K+$1.6K2026-10-23
Lodestone Wealth Management LLC
DECREASED205270-65-24%$115.1K$88.1K-$27.0K2026-10-14
Montgomery Financial Services LLC
UNCHANGED20020000%$85.2K$85.9K+$7182026-11-03
GGM Financial LLC
INCREASED195174+21+12%$74.2K$83.9K+$9.7K2026-11-05
Vima LLC
UNCHANGED18818800%$80.1K$80.8K+$6742026-10-23
Valued Wealth Advisors LLC
DECREASED184187-3-2%$79.7K$79.1K-$6182026-11-05
City State Bank
INCREASED172124+48+39%$52.8K$73.9K+$21.1K2026-10-20
GK Wealth Management LLC
NEW168—+168——$72.2K—2026-10-09
New England Capital Financial Advisors LLC
UNCHANGED16716700%$71.2K$71.8K+$5992026-11-03
Markowski Investments
INCREASED16651+115+225%$21.7K$71.3K+$49.7K2026-10-30
Moisand Fitzgerald Tamayo, LLC
INCREASED157134+23+17%$57.1K$67.5K+$10.4K2026-10-15
Northstar Asset Management Co
UNCHANGED15015000%$60.6K$59.1K-$1.5K2026-10-22
Ascentis Wealth Management, LLC
INCREASED14995+54+57%$40.5K$64.0K+$23.5K2026-11-03
Proathlete Wealth Management LLC
NEW147—+147——$63.2K—2026-10-15
Financial Perspectives, Inc
UNCHANGED14714700%$62.6K$63.2K+$5542026-11-03
DT Investment Partners, LLC
INCREASED14671+75+106%$30.3K$62.7K+$32.5K2026-10-27
Creative Capital Management Investments LLC
INCREASED146126+20+16%$53.7K$62.7K+$9.0K2026-10-28
WPG Advisers, LLC
INCREASED142124+18+15%$52.8K$61.0K+$8.2K2026-10-27
Ares Financial Consulting, LLC
DECREASED139140-1-1%$59.6K$59.7K+$1042026-10-19
Abound Wealth Management
INCREASED134132+2+2%$56.4K$57.7K+$1.3K2026-10-26
William Mack & Associates, Inc.
NEW131—+131——$56.3K—2026-10-27
First Financial Corp
DECREASED130145-15-10%$61.8K$55.9K-$5.9K2026-10-13
Redwood Park Advisors LLC
INCREASED126111+15+14%$47.3K$54.1K+$6.8K2026-11-02
Tradewinds Capital Management, LLC
INCREASED122113+9+8%$48.2K$52.4K+$4.3K2026-10-23
Triumph Capital Management
INCREASED12172+49+68%$30.7K$52.0K+$21.3K2026-10-14
Goodman Advisory Group, LLC
DECREASED118682-564-83%$290.6K$50.7K-$239.9K2026-11-02
Sarver Vrooman Wealth Advisors
NEW115—+115——$49.4K—2026-10-01
Financial Network Wealth Advisors LLC
DECREASED115118-3-3%$50.3K$49.4K-$8652026-10-28
High Note Wealth, LLC
INCREASED11264+48+75%$27.3K$48.1K+$20.9K2026-10-27
West Financial Advisors, LLC
UNCHANGED10710700%$45.6K$46.0K+$3842026-10-22
True Wealth Design, LLC
INCREASED10573+32+44%$31.1K$45.1K+$14.0K2026-10-13
Jnba Financial Advisors
INCREASED10585+20+24%$36.2K$45.1K+$8.9K2026-11-03
Murphy & Mullick Capital Management Corp
UNCHANGED10210200%$43.5K$44.0K+$4612026-11-02
Next Level Wealth Planning, LLC
NEW100—+100——$43.0K—2026-10-29
SBK Financial, Inc.
DECREASED100200-100-50%$85.2K$43.0K-$42.3K2026-11-02
Vermillion Wealth Management, Inc.
DECREASED100113-13-11%$48.2K$43.0K-$5.2K2026-10-26
Main Street Group, LTD
DECREASED100105-5-5%$44.7K$43.0K-$1.8K2026-10-28
Investment Research & Advisory Group, Inc.
UNCHANGED10010000%$44.3K$44.7K+$3742026-10-19
MB, Levis & Associates, LLC
UNCHANGED989800%$41.8K$42.1K+$3522026-10-16
Torren Management, LLC
UNCHANGED959500%$40.6K$40.9K+$3542026-10-29
DiNuzzo Private Wealth, Inc.
UNCHANGED949400%$40.1K$40.4K+$3372026-10-16
Bare Financial Services, Inc
INCREASED9384+9+11%$35.8K$40.0K+$4.2K2026-11-04
Balance Wealth Partners LLC
NEW89—+89——$38.2K—2026-10-27
Horizon Financial Services, LLC
UNCHANGED868600%$36.6K$37.0K+$3092026-11-04
Dorato Capital Management
UNCHANGED848400%$34.2K$36.2K+$2.0K2026-10-08
Steph & Co
DECREASED82712-630-88%$303.4K$35.2K-$268.2K2026-10-07
Downshift Financial, LLC
UNCHANGED818100%$34.5K$34.8K+$2912026-10-13
North Point Portfolio Managers Corp
NEW80—+80——$34.4K—2026-10-07
CKW Financial Group
INCREASED774+73+1825%$2$34+$322026-10-29
Evolution Wealth Management Inc.
DECREASED75386-311-81%$164.5K$32.2K-$132.3K2026-10-28
Peterson Wealth Management
UNCHANGED757500%$32.0K$32.2K+$2692026-11-06
Covestor Ltd
UNCHANGED717100%$30$31+$12026-10-30
Buck Wealth Strategies, LLC
DECREASED6980-11-14%$34.1K$29.7K-$4.4K2026-10-28
Essex Investment Management Co LLC
UNCHANGED666600%$28.1K$28.4K+$2372026-10-19
Hager Investment Management Services, LLC
UNCHANGED656500%$27.7K$27.9K+$2332026-11-04
Marquette Asset Management, LLC
UNCHANGED656500%$27.7K$27.9K+$2342026-10-09
DecisionPoint Financial, LLC
INCREASED6261+1+2%$25.2K$27.1K+$2.0K2026-10-27
Phillip James Consulting Co.
UNCHANGED616100%$26.0K$26.2K+$2192026-11-03
Gold Investment Management Ltd.
UNCHANGED595900%$25.1K$25.4K+$2122026-10-19
Aspect Partners, LLC
UNCHANGED585800%$24.7K$24.9K+$2092026-10-20
Fairway Wealth LLC
INCREASED5639+17+44%$16.6K$24.1K+$7.4K2026-10-30
IMG Wealth Management, Inc.
INCREASED5641+15+37%$17.5K$24.1K+$6.6K2026-10-27
Quest 10 Wealth Builders, Inc.
UNCHANGED565600%$23.9K$24.1K+$2012026-11-02
Bay Harbor Wealth Management, LLC
INCREASED5547+8+17%$20.0K$23.6K+$3.6K2026-11-03
Valley Wealth Managers, Inc.
UNCHANGED545400%$23.0K$23.2K+$1942026-10-09
Hughes Financial Services, LLC
DECREASED5356-3-5%$23.9K$20.9K-$3.0K2026-10-30
Pacifica Partners Inc.
UNCHANGED525200%$20.7K$22.7K+$2.0K2026-10-09
Monetary Solutions, Ltd
INCREASED5150+1+2%$21.3K$21.9K+$6092026-10-22
Horizons Wealth Management
NEW50—+50——$21.5K—2026-10-05
Carolina Wealth Advisors, LLC
INCREASED5017+33+194%$7.2K$21.5K+$14.2K2026-10-23
PFS Partners, LLC
UNCHANGED505000%$21.1K$21.3K+$1782026-10-21
Burk Holdings LLC
INCREASED4930+19+63%$12.8K$21.1K+$8.3K2026-11-05
Three Bridge Wealth Advisors, LLC
NEW47—+47——$20.2K—2026-11-05
American Capital Advisory, LLC
INCREASED4643+3+7%$18.3K$19.8K+$1.4K2026-10-28
Hoey Investments, Inc
UNCHANGED454500%$19.2K$19.3K+$1612026-10-29
Noble Wealth Management PBC
INCREASED3937+2+5%$15.8K$16.8K+$9932026-10-01
Contravisory Investment Management, Inc.
NEW35—+35——$15.0K—2026-10-13
MJT & Associates Financial Advisory Group, Inc.
DECREASED3550-15-30%$21.3K$15.0K-$6.3K2026-10-07
Trust Co
INCREASED343+31+1033%$1.3K$14.6K+$13.3K2026-10-09
Activest Wealth Management
INCREASED3228+4+14%$11.9K$13.8K+$1.8K2026-10-15
Tsfg, LLC
UNCHANGED313100%$13$13$02026-10-23
Retirement Wealth Solutions LLC
INCREASED3015+15+100%$6.4K$12.9K+$6.5K2026-10-07
Adkins Seale Capital Management LLC
UNCHANGED303000%$12.8K$12.9K+$1072026-10-27
Birchwood Financial Partners, Inc.
NEW29—+29——$12.5K—2026-11-02
Planning Strategies Inc.
INCREASED2725+2+8%$10.7K$11.6K+$9492026-10-02
Virginia Estate & Retirement Planning Advisors Inc.
NEW26—+26——$11.2K—2026-10-14
Cedar Mountain Advisors, LLC
UNCHANGED262600%$11.1K$11.2K+$932026-10-15
Hoese & Co LLP
UNCHANGED262600%$11.1K$11.2K+$942026-10-21
DeDora Capital, Inc.
NEW25—+25——$10.7K—2026-10-26
Byrne Asset Management LLC
UNCHANGED252500%$10.7K$10.9K+$2792026-10-06
Cherry Tree Wealth Management, LLC
UNCHANGED252500%$10.7K$10.7K+$902026-10-15
Chilton Capital Management LLC
DECREASED24218-194-89%$92.9K$10.3K-$82.6K2026-10-28
KFG LLC
NEW22—+22——$9.5K—2026-11-02
Navigoe, LLC
UNCHANGED202000%$8$8$02026-11-04
United Financial Planning Group LLC
DECREASED1730-13-43%$12.8K$7.3K-$5.5K2026-11-04
Dynamic Wealth Strategies, LLC
UNCHANGED171700%$7.2K$7.3K+$612026-10-16
Lloyd Advisory Services, Llc.
INCREASED1615+1+7%$6.4K$7.0K+$5442026-11-02
Paladin Partners, LLC
UNCHANGED151500%$6.4K$6.4K+$542026-10-06
Barnes Dennig Private Wealth Management LLC
INCREASED1410+4+40%$4.3K$6.0K+$1.8K2026-10-30
Sunrise Financial Services, LLC
UNCHANGED141400%$6.0K$6.0K+$502026-10-21
Halbert Hargrove Global Advisors, LLC
DECREASED1114-3-21%$6.1K$4.7K-$1.4K2026-10-16
Fairman Group, LLC
UNCHANGED111100%$4.7K$4.7K+$402026-10-26
High Point Wealth Management, LLC
UNCHANGED111100%$4.7K$4.8K+$532026-11-05
Quaker Wealth Management, LLC
UNCHANGED111100%$4.7K$4.7K+$392026-10-22
Richardson Financial Services Inc.
DECREASED1015-5-33%$6.4K$4.3K-$2.1K2026-10-30
Prudent Man Investment Management, Inc.
UNCHANGED101000%$3.2K$4.3K+$1.1K2026-11-03
Sfam, LLC
DECREASED986-77-90%$36.6K$4.0K-$32.7K2026-11-03
Kingdom Financial Group Llc.
INCREASED92+7+350%$852$3.9K+$3.0K2026-11-04
Breakwater Investment Management
INCREASED95+4+80%$2.1K$3.9K+$1.7K2026-10-20
PayPay Securities Corp
DECREASED911-2-18%$4.7K$3.9K-$8202026-10-27
Mosley Wealth Management
UNCHANGED9900%$3.8K$3.6K-$2132026-10-16
Maseco LLP
NEW8—+8——$3.4K—2026-10-27
Gilpin Wealth Management, LLC
NEW8—+8——$3.4K—2026-10-09
Laurel Wealth Advisors LLC
NEW6—+6——$2.6K—2026-10-27
One River Asset Management, LLC
NEW6—+6——$2.6K—2026-10-21
Pathway Financial Advisers, LLC
NEW5—+5——$2.1K—2026-10-27
Newton One Investments LLC
NEW5—+5——$2.1K—2026-10-14
Morton Brown Family Wealth, LLC
UNCHANGED5500%$2.1K$2.1K+$182026-10-23
Align Financial, LLC
NEW3—+3——$1.3K—2026-10-16
Fortis Group Advisors, LLC
NEW2—+2——$859—2026-11-06
3 Factor Indexing, LLC
UNCHANGED2200%$853$860+$72026-10-15
GoalVest Advisory LLC
NEW1—+1——$430—2026-10-02
Maryland Capital Advisors Inc.
UNCHANGED1100%$427$430+$32026-10-15
Weitzel Financial Services, Inc.
CLOSED050,790-50,790-100%$4.9M$0-$4.9M2026-10-16
Strategic Planning Group, LLC
CLOSED016,417-16,417-100%$7.0M$0-$7.0M2026-10-22
Financiere des Professionnels - Fonds d'investissement inc.
CLOSED010,631-10,631-100%$4.5M$0-$4.5M2026-11-03
TTP Investments, Inc.
CLOSED08,676-8,676-100%$3.7M$0-$3.7M2026-10-30
Peak Financial Advisors LLC
CLOSED07,968-7,968-100%$3.4M$0-$3.4M2026-10-28
Imc-Chicago, LLC
CLOSED07,661-7,661-100%$3.3M$0-$3.3M2026-11-05
Wellington Shields Capital Management, LLC
CLOSED07,549-7,549-100%$3.2M$0-$3.2M2026-11-03
Intact Investment Management Inc.
CLOSED07,000-7,000-100%$3.0M$0-$3.0M2026-11-03
Dmkc Advisory Services, LLC
CLOSED06,996-6,996-100%$3.0M$0-$3.0M2026-11-04
Albert D Mason Inc
CLOSED05,146-5,146-100%$2.2M$0-$2.2M2026-10-27
Wellington Shields & Co., LLC
CLOSED03,967-3,967-100%$1.7M$0-$1.7M2026-11-03
RD Finance Ltd
CLOSED03,770-3,770-100%$1.6K$0-$1.6K2026-10-26
Pacific Excel Wealth Advisors, Inc.
CLOSED03,149-3,149-100%$1.3M$0-$1.3M2026-10-27
Sage Investment Advisers LLC
CLOSED02,770-2,770-100%$1.2M$0-$1.2M2026-10-21
Johnson Financial Group, LLC
CLOSED02,520-2,520-100%$1.1M$0-$1.1M2026-11-03
Illinois Municipal Retirement Fund
CLOSED02,412-2,412-100%$1.0M$0-$1.0M2026-11-05
Whalen Wealth Management Inc.
CLOSED01,854-1,854-100%$790.0K$0-$790.0K2026-10-08
Jefferies Financial Group Inc.
CLOSED01,837-1,837-100%$782.8K$0-$782.8K2026-11-05
Meadowbrook Wealth Management, LLC
CLOSED01,825-1,825-100%$752.5K$0-$752.5K2026-10-08
New England Research & Management, Inc.
CLOSED01,770-1,770-100%$754.2K$0-$754.2K2026-10-16
Townsend & Associates, Inc
CLOSED01,466-1,466-100%$588.5K$0-$588.5K2026-10-23
Capstone Capital Management Ltd
CLOSED0980-980-100%$417.6K$0-$417.6K2026-10-21
Sanchez Wealth Management Group
CLOSED0948-948-100%$404.1K$0-$404.1K2026-11-02
Linscomb Wealth, Inc.
CLOSED0864-864-100%$368.2K$0-$368.2K2026-11-05
Gratus Wealth Advisors, LLC
CLOSED0794-794-100%$338.3K$0-$338.3K2026-10-26
A4 Wealth Advisors LLC
CLOSED0793-793-100%$337.9K$0-$337.9K2026-10-20
Athena Wealth Management, LLC
CLOSED0709-709-100%$302.3K$0-$302.3K2026-10-09
Brian LOW Financial Group, LLC
CLOSED0655-655-100%$279.1K$0-$279.1K2026-10-28
Howard Bailey Securities, LLC
CLOSED0650-650-100%$277.0K$0-$277.0K2026-10-27
Convergence Financial, LLC
CLOSED0605-605-100%$257.7K$0-$257.7K2026-10-27
B.O.S.S. Retirement Advisors, LLC
CLOSED0555-555-100%$236.5K$0-$236.5K2026-10-26
626 Financial, LLC
CLOSED0545-545-100%$232.0K$0-$232.0K2026-11-04
Emerald Advisors, LLC
CLOSED0530-530-100%$225.9K$0-$225.9K2026-10-13
Sightline Wealth Advisors, LLC
CLOSED0485-485-100%$206.7K$0-$206.7K2026-10-21
Bayshore Asset Management, LLC
CLOSED0484-484-100%$206.2K$0-$206.2K2026-11-03
New Covenant Trust Company, N.A.
CLOSED0476-476-100%$202.8K$0-$202.8K2026-10-08
Summit Asset Management, LLC
CLOSED0472-472-100%$201.1K$0-$201.1K2026-11-05
Cornerstone Planning Group LLC
CLOSED0385-385-100%$156.7K$0-$156.7K2026-10-16
Solstein Capital, LLC
CLOSED0227-227-100%$96.7K$0-$96.7K2026-11-02
Miller Global Investments, LLC
CLOSED0216-216-100%$92.0K$0-$92.0K2026-10-02
LifeSteps Financial, Inc.
CLOSED0115-115-100%$49.0K$0-$49.0K2026-10-15
Access Investment Management LLC
CLOSED055-55-100%$23.4K$0-$23.4K2026-10-23
Whipplewood Advisors, LLC
CLOSED019-19-100%$8.1K$0-$8.1K2026-10-20
Sims Investment Management, LLC
CLOSED015-15-100%$6.4K$0-$6.4K2026-10-13
Stone House Investment Management, LLC
CLOSED010-10-100%$4.3K$0-$4.3K2026-10-23
Spectrum Wealth Advisory Group, LLC
CLOSED08-8-100%$3.4K$0-$3.4K2026-10-29
Fiduciary Advisors, Inc.
CLOSED06-6-100%$2.6K$0-$2.6K2026-10-16
BlackRock, Inc.
N/A—30,675,945-30,675,945-100%$13.1B———
Vanguard Capital Management LLC
N/A—25,364,223-25,364,223-100%$10.8B———
State Street Corp
N/A—17,479,372-17,479,372-100%$7.4B———
JPMorgan Chase & Co
N/A—16,785,110-16,785,110-100%$6.9B———
Morgan Stanley
N/A—13,250,139-13,250,139-100%$5.6B———
Bank of America Corp
N/A—11,076,048-11,076,048-100%$4.7B———
Vanguard Portfolio Management LLC
N/A—9,404,429-9,404,429-100%$4.0B———
Geode Capital Management, LLC
N/A—8,956,719-8,956,719-100%$3.8B———
FMR LLC
N/A—8,331,531-8,331,531-100%$3.6B———
Wellington Management Group LLP
N/A—6,827,266-6,827,266-100%$2.9B———
Raymond James Financial Inc
N/A—5,504,383-5,504,383-100%$2.3B———
UBS Group AG
N/A—5,243,158-5,243,158-100%$2.2B———
Nuveen, LLC
N/A—5,126,194-5,126,194-100%$2.2B———
Goldman Sachs Group Inc
N/A—5,034,516-5,034,516-100%$2.1B———
Coatue Management LLC
N/A—4,968,415-4,968,415-100%$2.1B———
Norges Bank
N/A—4,917,475-4,917,475-100%$2.1B———
Massachusetts Financial Services Co
N/A—4,880,412-4,880,412-100%$2.1B———
Jupiter Topco LLC
N/A—4,783,133-4,783,133-100%$2.0B———
Alliancebernstein L.P.
N/A—4,622,743-4,622,743-100%$1.7B———
Northern Trust Corp
N/A—4,337,062-4,337,062-100%$1.8B———
Invesco Ltd.
N/A—3,567,633-3,567,633-100%$1.5B———
Wells Fargo & Company
N/A—3,135,220-3,135,220-100%$1.3B———
First Trust Advisors LP
N/A—3,125,697-3,125,697-100%$1.3B———
Ameriprise Financial Inc
N/A—2,656,634-2,656,634-100%$1.1B———
Clearbridge Investments, LLC
N/A—2,649,571-2,649,571-100%$1.1B———
Price T Rowe Associates Inc
N/A—2,497,387-2,497,387-100%$1.1M———
Royal Bank of Canada
N/A—2,491,633-2,491,633-100%$1.1B———
Charles Schwab Investment Management Inc
N/A—2,370,767-2,370,767-100%$1.0B———
Legal & General Group Plc
N/A—2,277,622-2,277,622-100%$970.5M———
Vanguard Fiduciary Trust Co
N/A—2,188,279-2,188,279-100%$932.5M———
Amundi
N/A—2,169,404-2,169,404-100%$924.4M———
Deutsche Bank Ag\
N/A—2,044,746-2,044,746-100%$871.3M———
Envestnet Asset Management Inc
N/A—1,509,735-1,509,735-100%$643.3M———
Fayez Sarofim & Co
N/A—1,483,063-1,483,063-100%$632.0M———
Neuberger Berman Group LLC
N/A—1,467,698-1,467,698-100%$625.4M———
Stifel Financial Corp
N/A—1,423,712-1,423,712-100%$606.7M———
Schroder Investment Management Group
N/A—1,365,927-1,365,927-100%$557.7M———
Victory Capital Management Inc
N/A—1,334,139-1,334,139-100%$568.5M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—1,315,571-1,315,571-100%$560.3M———
Franklin Resources Inc
N/A—1,206,426-1,206,426-100%$514.1M———
1832 Asset Management L.P.
N/A—1,167,727-1,167,727-100%$497.6M———
Swiss National Bank
N/A—1,094,320-1,094,320-100%$466.3M———
Voya Investment Management LLC
N/A—1,055,560-1,055,560-100%$449.8M———
Natixis Advisors, LLC
N/A—907,806-907,806-100%$386.8K———
UBS Asset Management Americas LLC
N/A—895,954-895,954-100%$381.8M———
National Pension Service
N/A—864,731-864,731-100%$368.5M———
CIBC Bancorp USA Inc.
N/A—849,084-849,084-100%$362.0M———
Vanguard Global Advisers, LLC
N/A—836,183-836,183-100%$356.3M———
HSBC Holdings PLC
N/A—831,505-831,505-100%$354.1M———
LPL Financial LLC
N/A—816,943-816,943-100%$348.1M———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—786,669-786,669-100%$335.2M———
American Century Companies Inc
N/A—757,649-757,649-100%$322.8M———
Vanguard Asset Management, Ltd
N/A—713,901-713,901-100%$304.2M———
Aberdeen Group plc
N/A—675,377-675,377-100%$287.8M———
Jones Financial Companies Lllp
N/A—659,078-659,078-100%$265.5M———
BNP Paribas Financial Markets
N/A—647,686-647,686-100%$276.0M———
Tidal Investments LLC
N/A—620,414-620,414-100%$264.4M———
Rhumbline Advisers
N/A—609,484-609,484-100%$259.7M———
California Public Employees Retirement System
N/A—604,325-604,325-100%$257.5M———
Baillie Gifford & Co
N/A—598,890-598,890-100%$255.2M———
California State Teachers Retirement System
N/A—584,718-584,718-100%$249.2M———
Lazard Asset Management LLC
N/A—567,543-567,543-100%$241.8M———
TD Asset Management Inc
N/A—564,332-564,332-100%$240.5M———
Canada Pension Plan Investment Board
N/A—562,234-562,234-100%$239.6M———
Bank of Montreal
N/A—549,876-549,876-100%$234.3M———
HighTower Advisors, LLC
N/A—496,575-496,575-100%$211.6M———
New York State Common Retirement Fund
N/A—496,267-496,267-100%$211.5M———
Janney Montgomery Scott LLC
N/A—487,988-487,988-100%$207.9K———
Public Sector Pension Investment Board
N/A—480,259-480,259-100%$204.6M———
Bessemer Group Inc
N/A—475,743-475,743-100%$202.7K———
Baird Financial Group, Inc.
N/A—467,540-467,540-100%$199.2M———
BNP Paribas Asset Management Holding S.A.
N/A—463,843-463,843-100%$197.5M———
Contour Asset Management LLC
N/A—462,513-462,513-100%$197.1M———
Russell Investments Group, Ltd.
N/A—450,485-450,485-100%$191.6M———
TCW Group Inc
N/A—444,884-444,884-100%$189.6M———
USS Investment Management Ltd
N/A—437,477-437,477-100%$186.4M———
Nomura Asset Management International Inc.
N/A—418,976-418,976-100%$178.5M———
Haverford Trust Co
N/A—388,713-388,713-100%$165.6M———
Vaughan Nelson Investment Management, L.P.
N/A—385,910-385,910-100%$164.4M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—382,633-382,633-100%$162.8M———
Ensign Peak Advisors, Inc
N/A—370,286-370,286-100%$157.8M———
Artisan Partners Limited Partnership
N/A—368,110-368,110-100%$156.9M———
Mariner, LLC
N/A—351,087-351,087-100%$149.5M———
Silvercrest Asset Management Group LLC
N/A—345,698-345,698-100%$147.3M———
Credit Agricole S A
N/A—342,425-342,425-100%$145.9M———
Aviva PLC
N/A—341,701-341,701-100%$145.6M———
Clal Insurance Enterprises Holdings Ltd
N/A—336,044-336,044-100%$143.2K———
State Board of Administration of Florida Retirement System
N/A—335,660-335,660-100%$143.0M———
APG Asset Management N.V.
N/A—316,601-316,601-100%$118.0M———
Adage Capital Partners GP, L.L.C.
N/A—309,098-309,098-100%$131.7M———
Rockefeller Capital Management L.P.
N/A—306,094-306,094-100%$130.4M———
Canada Life Assurance Co
N/A—303,620-303,620-100%$129.2K———
Korea Investment Corp
N/A—296,566-296,566-100%$126.4M———
Osaic Holdings, Inc.
N/A—294,743-294,743-100%$125.7M———
AQR Capital Management LLC
N/A—287,651-287,651-100%$120.2M———
Quantinno Capital Management LP
N/A—279,694-279,694-100%$119.2M———
Bartlett & Co. Wealth Management LLC
N/A—271,017-271,017-100%$115.5M———
Cetera Investment Advisers
N/A—261,587-261,587-100%$111.5M———
Danske Bank A/S
N/A—260,278-260,278-100%$110.9M———
Man Group plc
N/A—255,284-255,284-100%$108.8M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—247,809-247,809-100%$105.6M———
Lansforsakringar Fondforvaltning AB (publ)
N/A—234,189-234,189-100%$99.8M———
Fisher Asset Management, LLC
N/A—233,698-233,698-100%$99.6M———
Northwestern Mutual Wealth Management Co
N/A—232,168-232,168-100%$98.9M———
Homestead Advisers Corp
N/A—228,314-228,314-100%$97.3M———
SEI Investments Co
N/A—222,213-222,213-100%$94.7M———
KLP Kapitalforvaltning AS
N/A—213,309-213,309-100%$90.9M———
First Financial Bankshares Inc
N/A—210,897-210,897-100%$89.9M———
State of Wisconsin Investment Board
N/A—207,029-207,029-100%$88.2M———
Royal London Asset Management LTD
N/A—206,130-206,130-100%$87.8M———
Bowen Hanes & Co Inc
N/A—204,380-204,380-100%$73.1M———
Nan Shan Life Insurance Co., Ltd.
N/A—203,527-203,527-100%$86.7M———
Mitsubishi UFJ Trust & Banking Corp
N/A—191,124-191,124-100%$81.4M———
Treasurer of the State of North Carolina
N/A—190,640-190,640-100%$81.2K———
Commerce Bank
N/A—188,369-188,369-100%$80.3M———
Chevy Chase Trust Holdings, LLC
N/A—188,332-188,332-100%$80.3M———
Vanguard Investments Australia, Ltd.
N/A—185,717-185,717-100%$79.1M———
Defiance ETFs, LLC
N/A—185,539-185,539-100%$76.5M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—184,176-184,176-100%$78.5M———
&partners
N/A—183,176-183,176-100%$78.1M———
Davis R M Inc
N/A—182,377-182,377-100%$77.7M———
Cerity Partners LLC
N/A—181,485-181,485-100%$77.3M———
Captrust Financial Advisors
N/A—180,184-180,184-100%$76.8M———
MML Investors Services, LLC
N/A—179,700-179,700-100%$76.6M———
National Bank of Canada
N/A—178,364-178,364-100%$76.0M———
Steward Partners Investment Advisory, LLC
N/A—177,949-177,949-100%$75.8M———
Sequoia Financial Advisors, LLC
N/A—175,147-175,147-100%$74.6M———
D. E. Shaw & Co., Inc.
N/A—172,578-172,578-100%$73.5M———
Employees Retirement System of Texas
N/A—172,333-172,333-100%$73.4K———
J. Stern & Co. LLP
N/A—169,915-169,915-100%$72.4M———
Ancora Advisors LLCA
N/A—169,523-169,523-100%$72.2M———
Citadel Advisors LLC
N/A—167,470-167,470-100%$71.4M———
Mercer Global Advisors Inc
N/A—163,737-163,737-100%$69.8M———
Groupe la Francaise
N/A—161,748-161,748-100%$68.1M———
Focus Partners Wealth
N/A—160,889-160,889-100%$68.6M———
NewEdge Advisors, LLC
N/A—158,898-158,898-100%$67.7M———
Chilton Investment Co Inc.
N/A—157,752-157,752-100%$67.2M———
Public Employees Retirement System of Ohio
N/A—152,206-152,206-100%$64.9M———
MAI Capital Management
N/A—150,471-150,471-100%$64.1M———
Nissay Asset Management Corp N
N/A—148,510-148,510-100%$63.3M———
Federation des caisses Desjardins du Quebec
N/A—144,941-144,941-100%$61.8M———
Susquehanna International Group, LLP
N/A—144,589-144,589-100%$61.6M———
Tredje Ap-fonden
N/A—144,389-144,389-100%$61.5M———
Nomura Asset Management Co LTD
N/A—141,547-141,547-100%$60.3M———
State of Tennessee, Department of Treasury
N/A—140,422-140,422-100%$59.8M———
Danica Pension, Livsforsikringsaktieselskab
N/A—139,375-139,375-100%$59.4M———
Delta Asset Management LLC
N/A—135,303-135,303-100%$57.7M———
DnB Asset Management AS
N/A—130,654-130,654-100%$55.7M———
Ontario Teachers Pension Plan Board
N/A—123,897-123,897-100%$52.8M———
Pinnacle Financial Partners, Inc.
N/A—121,380-121,380-100%$51.7M———
HRT Financial LP
N/A—119,735-119,735-100%$51.0K———
Susquehanna Fundamental Investments, LLC
N/A—119,623-119,623-100%$51.0M———
UMB Bank, n.a.
N/A—117,792-117,792-100%$50.2M———
Walleye Capital LLC
N/A—114,225-114,225-100%$48.7M———
Port Capital LLC
N/A—113,550-113,550-100%$48.4M———
Migdal Insurance & Financial Holdings Ltd.
N/A—112,000-112,000-100%$47.7M———
Glenmede Trust Co NA
N/A—107,363-107,363-100%$45.7M———
Gabelli Funds LLC
N/A—103,314-103,314-100%$44.0M———
Advisors Capital Management, LLC
N/A—102,757-102,757-100%$43.8M———
Teacher Retirement System of Texas
N/A—101,817-101,817-100%$43.4M———
Ostrum Asset Management
N/A—100,903-100,903-100%$43.0M———
Sanctuary Advisors, LLC
N/A—96,188-96,188-100%$41.0M———
Donaldson Capital Management, LLC
N/A—95,802-95,802-100%$40.8M———
Trillium Asset Management, LLC
N/A—94,059-94,059-100%$40.1M———
Banque Transatlantique SA
N/A—92,830-92,830-100%$39.0M———
Blair William & Co
N/A—91,499-91,499-100%$39.0M———
Epoch Investment Partners, Inc.
N/A—91,493-91,493-100%$39.0M———
MetLife Investment Management, LLC
N/A—91,200-91,200-100%$38.9M———
Resona Asset Management Co.,Ltd.
N/A—91,066-91,066-100%$38.8M———
QRG Capital Management, Inc.
N/A—90,731-90,731-100%$38.7M———
Flputnam Investment Management Co
N/A—89,662-89,662-100%$38.2M———
Teachers Retirement System of the State of Kentucky
N/A—87,653-87,653-100%$37.4K———
Klingenstein Fields & Co LP
N/A—87,536-87,536-100%$37.3M———
Federated Hermes, Inc.
N/A—86,552-86,552-100%$36.9M———
Woodline Partners LP
N/A—84,734-84,734-100%$36.1M———
Edmond de Rothschild Holding S.A.
N/A—84,636-84,636-100%$36.1M———
Kayne Anderson Rudnick Investment Management LLC
N/A—84,263-84,263-100%$35.9M———
Clough Capital Partners L P
N/A—84,011-84,011-100%$35.8M———
Cumberland Partners Ltd
N/A—83,528-83,528-100%$35.6M———
Omers Administration Corp
N/A—83,061-83,061-100%$35.4M———
Squarepoint Ops LLC
N/A—82,767-82,767-100%$35.3M———
Westwood Holdings Group Inc
N/A—82,696-82,696-100%$35.2M———
Fred Alger Management, LLC
N/A—82,510-82,510-100%$35.2M———
O'shaughnessy Asset Management, LLC
N/A—82,296-82,296-100%$35.1M———
Vanguard Personalized Indexing Management, LLC
N/A—81,722-81,722-100%$34.8M———
Pathstone Holdings, LLC
N/A—80,891-80,891-100%$35.0M———
GW&K Investment Management, LLC
N/A—80,015-80,015-100%$34.1K———
HM Payson & Co
N/A—79,974-79,974-100%$34.1M———
United Capital Financial Advisors, LLC
N/A—78,941-78,941-100%$33.6M———
Empowered Funds, LLC
N/A—77,058-77,058-100%$32.8M———
Pacer Advisors, Inc.
N/A—76,812-76,812-100%$32.7K———
Varma Mutual Pension Insurance Co
N/A—75,075-75,075-100%$32.0M———
Atlantic Union Bankshares Corp
N/A—74,696-74,696-100%$31.8M———
Blue Chip Partners, LLC
N/A—74,457-74,457-100%$31.7M———
M&T Bank Corp
N/A—72,341-72,341-100%$30.8M———
Huntington National Bank
N/A—70,608-70,608-100%$30.1M———
Van Eck Associates Corp
N/A—70,044-70,044-100%$29.8M———
Allworth Financial LP
N/A—69,615-69,615-100%$29.7M———
Envestnet Portfolio Solutions, Inc.
N/A—69,297-69,297-100%$29.5M———
Bragg Financial Advisors, Inc
N/A—69,220-69,220-100%$29.5M———
RWA Wealth Partners, LLC
N/A—68,051-68,051-100%$27.7M———
First Long Island Investors, LLC
N/A—65,924-65,924-100%$28.1M———
Gotham Asset Management, LLC
N/A—64,750-64,750-100%$27.6M———
CIBC World Market Inc.
N/A—64,673-64,673-100%$27.6M———
SG Americas Securities, LLC
N/A—64,548-64,548-100%$27.5K———
TriCert Investment Counsel Inc.
N/A—63,568-63,568-100%$27.1M———
CCM Investment Advisers LLC
N/A—61,900-61,900-100%$26.4M———
Scotia Capital Inc.
N/A—61,686-61,686-100%$26.3M———
Ilmarinen Mutual Pension Insurance Co
N/A—61,515-61,515-100%$26.2K———
Becker Capital Management Inc
N/A—61,328-61,328-100%$26.1M———
Stephens Inc
N/A—59,756-59,756-100%$25.6M———
Utah Retirement Systems
N/A—59,002-59,002-100%$25.1M———
Wealthfront Advisers LLC
N/A—58,720-58,720-100%$25.0M———
Police & Firemen's Retirement System of New Jersey
N/A—58,194-58,194-100%$24.8M———
British Columbia Investment Management Corp
N/A—58,140-58,140-100%$24.8M———
Tiaa Wealth Investment Management LLC
N/A—56,090-56,090-100%$23.9M———
Fullerton Fund Management Co Ltd.
N/A—55,724-55,724-100%$23.7M———
Van Hulzen Asset Management, LLC
N/A—51,780-51,780-100%$22.1M———
Hantz Financial Services, Inc.
N/A—51,288-51,288-100%$21.9K———
Connors Investor Services Inc
N/A—51,088-51,088-100%$21.8M———
Macquarie Group LTD
N/A—50,027-50,027-100%$21.3M———
Waverly Advisors, LLC
N/A—49,690-49,690-100%$21.2M———
Cornerstone Advisors, LLC
N/A—49,659-49,659-100%$21.2M———
Stonebridge Capital Advisors LLC
N/A—49,360-49,360-100%$21.0M———
Bluespring Wealth Management, LLC
N/A—48,963-48,963-100%$20.9M———
Lowe Brockenbrough & Co Inc
N/A—48,493-48,493-100%$20.7M———
Moors & Cabot, Inc.
N/A—48,469-48,469-100%$20.7M———
World Investment Advisors
N/A—48,356-48,356-100%$17.4M———
Bradley Foster & Sargent Inc
N/A—47,842-47,842-100%$20.4M———
Avalon Global Asset Management LLC
N/A—47,600-47,600-100%$20.3K———
Cary Street Partners Financial LLC
N/A—47,482-47,482-100%$20.2M———
Arax Advisory Partners
N/A—45,507-45,507-100%$19.4M———
Alley Investment Management Company, LLC
N/A—45,218-45,218-100%$19.3M———
Colonial Trust Advisors
N/A—44,911-44,911-100%$19.1M———
Private Advisor Group, LLC
N/A—44,526-44,526-100%$19.0M———
First National Bank of Omaha
N/A—44,348-44,348-100%$18.5M———
Night Squared LP
N/A—44,305-44,305-100%$18.9M———
Intesa Sanpaolo S.p.A.
N/A—44,193-44,193-100%$18.8M———
Stratos Wealth Partners, Ltd.
N/A—42,075-42,075-100%$17.9M———
Clean Energy Transition LLP
N/A—41,909-41,909-100%$17.9M———
Orion Porfolio Solutions, LLC
N/A—41,120-41,120-100%$17.5M———
Boston Family Office LLC
N/A—41,088-41,088-100%$17.5K———
Aptus Capital Advisors, LLC
N/A—41,085-41,085-100%$17.5M———
Brown Advisory Inc
N/A—40,743-40,743-100%$17.4M———
Nomura Holdings Inc
N/A—40,668-40,668-100%$17.3M———
Palisade Capital Management, LP
N/A—40,401-40,401-100%$17.2M———
Prudential Financial Inc
N/A—40,260-40,260-100%$17.2M———
Advisory Services Network, LLC
N/A—40,171-40,171-100%$17.1M———
Dakota Wealth Management
N/A—39,672-39,672-100%$16.9M———
EagleClaw Capital Managment, LLC
N/A—39,233-39,233-100%$16.7M———
Rafferty Asset Management, LLC
N/A—38,746-38,746-100%$16.5M———
Robinhood Asset Management, LLC
N/A—38,691-38,691-100%$16.5M———
Snowden Capital Advisors LLC
N/A—38,507-38,507-100%$16.4M———
Allianz Asset Management GmbH
N/A—38,414-38,414-100%$16.4M———
Logan Capital Management Inc
N/A—38,314-38,314-100%$16.3M———
VAN Lanschot Kempen Investment Management N.V.
N/A—38,030-38,030-100%$16.2M———
Taikang Asset Management (Hong Kong) Co Ltd
N/A—37,958-37,958-100%$16.2M———
Brevan Howard Capital Management LP
N/A—37,610-37,610-100%$15.8M———
Tower Bridge Advisors
N/A—37,534-37,534-100%$16.0M———
River Wealth Advisors LLC
N/A—37,334-37,334-100%$15.9M———
MidFirst Bank
N/A—37,220-37,220-100%$15.9M———
Elo Mutual Pension Insurance Co
N/A—37,171-37,171-100%$15.8M———
ABN Amro Bank N.V.
N/A—37,105-37,105-100%$15.6M———
RNC Capital Management LLC
N/A—36,859-36,859-100%$15.7M———
Northwest & Ethical Investments L.P.
N/A—36,478-36,478-100%$15.5M———
Allstate Corp
N/A—36,256-36,256-100%$15.4M———
EP Wealth Advisors, LLC
N/A—35,448-35,448-100%$15.1M———
Zimmer Partners, LP
N/A—35,000-35,000-100%$14.9M———
one8zero8, LLC
N/A—34,901-34,901-100%$14.9M———
F/m Investments LLC
N/A—34,838-34,838-100%$14.8M———
SIT Investment Associates Inc
N/A—34,082-34,082-100%$14.5K———
Cresset Asset Management, LLC
N/A—33,882-33,882-100%$14.4M———
Lansdowne Partners (UK) LLP
N/A—33,865-33,865-100%$14.4M———
Lombard Odier Asset Management (Europe) Ltd
N/A—33,606-33,606-100%$14.3M———
Coleford Investment Management Ltd.
N/A—32,225-32,225-100%$13.7M———
Motco
N/A—32,020-32,020-100%$13.6M———
Managed Asset Portfolios, LLC
N/A—31,794-31,794-100%$13.5M———
Fiduciary Trust Co
N/A—31,423-31,423-100%$13.4M———
Haverford Financial Services, Inc.
N/A—31,271-31,271-100%$13.3M———
Beacon Pointe Advisors, LLC
N/A—31,167-31,167-100%$13.3M———
Vestmark Advisory Solutions, Inc.
N/A—30,961-30,961-100%$13.2M———
Cornerstone Capital, Inc.
N/A—30,594-30,594-100%$13.0M———
Mizuho Securities USA LLC
N/A—30,399-30,399-100%$13.0M———
L & S Advisors Inc
N/A—30,393-30,393-100%$13.0M———
Evelyn Partners Group Ltd
N/A—30,291-30,291-100%$12.9M———
Vident Advisory, LLC
N/A—30,279-30,279-100%$12.9M———
ST Germain D J Co Inc
N/A—29,962-29,962-100%$12.8M———
Horizon Investments, LLC
N/A—28,866-28,866-100%$12.3M———
Jane Street Group, LLC
N/A—28,752-28,752-100%$12.3M———
Dnca Finance
N/A—28,645-28,645-100%$12.2M———
Caisse de Depot ET Placement DU Quebec
N/A—28,307-28,307-100%$12.1M———
SouthState Bank Corp
N/A—28,260-28,260-100%$12.0M———
Millennium Management LLC
N/A—28,012-28,012-100%$11.9M———
CNA Financial Corp
N/A—27,500-27,500-100%$11.7M———
Loews Corp
N/A—27,500-27,500-100%$11.7M———
Winslow Asset Management Inc
N/A—27,399-27,399-100%$11.7K———
Bearing Point Capital, LLC
N/A—27,182-27,182-100%$11.6M———
Freestone Capital Holdings, LLC
N/A—27,143-27,143-100%$11.6M———
Alerus Financial NA
N/A—26,931-26,931-100%$11.5M———
Krane Funds Advisors LLC
N/A—26,882-26,882-100%$11.5M———
Rathbones Group PLC
N/A—26,665-26,665-100%$11.4M———
Investment Management Corp of Ontario
N/A—26,507-26,507-100%$11.3M———
SVB Wealth LLC
N/A—26,315-26,315-100%$11.2M———
EFG International AG
N/A—26,110-26,110-100%$11.1M———
Laird Norton Wetherby Trust Company, LLC
N/A—25,930-25,930-100%$11.0M———
Bridges Investment Management Inc
N/A—25,914-25,914-100%$11.0M———
Callahan Advisors, LLC
N/A—25,775-25,775-100%$11.0M———
Tulsa Wealth Advisors, Inc
N/A—25,634-25,634-100%$10.9M———
Meridian Wealth Advisors, LLC
N/A—25,589-25,589-100%$10.9M———
BTC Capital Management, Inc.
N/A—25,505-25,505-100%$10.9M———
Peapack Gladstone Financial Corp
N/A—25,449-25,449-100%$10.8K———
Boyd Watterson Asset Management LLC
N/A—25,202-25,202-100%$10.7M———
Webster Bank, N. A.
N/A—25,178-25,178-100%$10.7M———
Interval Partners, LP
N/A—25,000-25,000-100%$10.7M———
Equitable Holdings, Inc.
N/A—24,868-24,868-100%$10.6M———
Kentucky Retirement Systems
N/A—24,741-24,741-100%$10.5M———
Concord Investment Counsel Inc.
N/A—24,488-24,488-100%$10.4M———
Guggenheim Capital LLC
N/A—24,443-24,443-100%$10.4M———
Argent Trust Co
N/A—24,391-24,391-100%$10.4M———
Advocacy Wealth Management, LLC
N/A—24,315-24,315-100%$10.4M———
Estabrook Capital Management
N/A—24,286-24,286-100%$10.3M———
IQ EQ Fund Management (Ireland) Ltd
N/A—23,495-23,495-100%$10.0M———
Integrated Wealth Concepts LLC
N/A—23,429-23,429-100%$10.0M———
Simmons Bank
N/A—23,396-23,396-100%$10.0M———
NewEdge Wealth, LLC
N/A—23,340-23,340-100%$9.9M———
Mmbg Investment Advisors Co.
N/A—23,277-23,277-100%$9.9M———
Colonial Trust Co / SC
N/A—23,158-23,158-100%$9.9M———
Benjamin Edwards Inc
N/A—23,114-23,114-100%$9.9M———
Moneta Group Investment Advisors LLC
N/A—23,002-23,002-100%$9.8M———
Norinchukin Bank, The
N/A—22,945-22,945-100%$9.8M———
Summitry LLC
N/A—22,880-22,880-100%$9.7M———
Two Sigma Investments, LP
N/A—22,520-22,520-100%$9.6M———
CI Investments Inc.
N/A—22,481-22,481-100%$9.6M———
Banque Cantonale Vaudoise
N/A—22,373-22,373-100%$9.5M———
Game Plan Financial Advisors, LLC
N/A—22,344-22,344-100%$9.5M———
Prudential PLC
N/A—22,154-22,154-100%$9.4M———
Liontrust Investment Partners LLP
N/A—22,099-22,099-100%$9.4M———
Emerald Investment Advisers, LLC
N/A—21,963-21,963-100%$9.4M———
Cambridge Financial Group, Inc.
N/A—21,942-21,942-100%$9.3M———
Segall Bryant & Hamill, LLC
N/A—21,887-21,887-100%$9.3M———
Northstar Asset Management Inc
N/A—21,823-21,823-100%$9.3M———
Gamco Investors, Inc. ET AL
N/A—21,625-21,625-100%$9.2M———
Rothschild Investment LLC
N/A—21,436-21,436-100%$9.1M———
Kingsview Wealth Management, LLC
N/A—20,956-20,956-100%$8.9M———
Providence Capital Advisors, LLC
N/A—20,827-20,827-100%$8.9M———
Bleakley Financial Group, LLC
N/A—20,731-20,731-100%$8.8M———
Schonfeld Strategic Advisors LLC
N/A—20,708-20,708-100%$8.8M———
Independent Advisor Alliance
N/A—20,565-20,565-100%$8.8M———
Sirios Capital Management L P
N/A—20,270-20,270-100%$8.6M———
Westerkirk Capital Inc.
N/A—20,200-20,200-100%$8.6M———
Acadian Asset Management LLC
N/A—19,961-19,961-100%$8.5K———
Callan Family Office, LLC
N/A—19,690-19,690-100%$8.4M———
Atalanta Sosnoff Capital, LLC
N/A—19,538-19,538-100%$8.3M———
Nicolet Bankshares Inc
N/A—19,481-19,481-100%$8.1M———
Andra Ap-fonden
N/A—19,303-19,303-100%$8.2M———
Goodman Financial Corp
N/A—19,017-19,017-100%$8.1M———
Silvant Capital Management LLC
N/A—18,907-18,907-100%$8.1M———
Stock Yards Bank & Trust Co
N/A—18,590-18,590-100%$7.9M———
Harbour Investments, Inc.
N/A—18,554-18,554-100%$7.9M———
KP Management LLC
N/A—18,500-18,500-100%$7.9M———
Baader Bank Aktiengesellschaft
N/A—18,443-18,443-100%$7.9M———
Capital Wealth Planning, LLC
N/A—18,383-18,383-100%$7.8M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—18,362-18,362-100%$7.8M———
Brasada Capital Management, LP
N/A—18,335-18,335-100%$7.8M———
First Manhattan Co. Llc.
N/A—18,012-18,012-100%$7.7M———
Quest Investment Management LLC
N/A—17,512-17,512-100%$7.5M———
Baldwin Investment Management, LLC
N/A—17,394-17,394-100%$7.4M———
First Washington Corp
N/A—17,348-17,348-100%$7.4M———
FAS Wealth Partners, Inc.
N/A—17,260-17,260-100%$7.4M———
Rice Partnership, LLC
N/A—17,060-17,060-100%$7.3M———
Brown Brothers Harriman & Co
N/A—17,025-17,025-100%$7.3M———
Portland Global Advisors LLC
N/A—16,840-16,840-100%$7.2M———
Marietta Investment Partners LLC
N/A—16,831-16,831-100%$7.2M———
Sand Hill Global Advisors, LLC
N/A—16,820-16,820-100%$7.2M———
Mission Creek Capital Partners, Inc.
N/A—16,589-16,589-100%$7.1M———
NorthCoast Asset Management LLC
N/A—16,577-16,577-100%$7.1M———
Summit Trail Advisors, LLC
N/A—16,531-16,531-100%$7.0M———
Focus Partners Advisor Solutions, LLC
N/A—16,444-16,444-100%$7.0M———
Morton Community Bank
N/A—16,391-16,391-100%$7.0M———
Polymer Capital Management (HK) LTD
N/A—16,358-16,358-100%$7.0M———
Advisors Asset Management, Inc.
N/A—16,318-16,318-100%$7.0M———
Global Retirement Partners, LLC
N/A—16,285-16,285-100%$6.9M———
Windward Capital Management Co
N/A—16,197-16,197-100%$6.9M———
Itau Unibanco Holding S.A.
N/A—16,144-16,144-100%$6.9M———
Composition Wealth, LLC
N/A—16,003-16,003-100%$6.8M———
BLI - Banque de Luxembourg Investments
N/A—15,854-15,854-100%$6.5M———
Meeder Advisory Services, Inc.
N/A—15,629-15,629-100%$6.7M———
Caprock Group, LLC
N/A—15,590-15,590-100%$6.6M———
Arvest Bank Trust Division
N/A—15,514-15,514-100%$6.6M———
Compass Capital Management, Inc
N/A—15,431-15,431-100%$6.6M———
Pallas Capital Advisors LLC
N/A—15,335-15,335-100%$6.5M———
Mufg Securities Emea plc
N/A—15,209-15,209-100%$6.5M———
Affinity Wealth Management LLC
N/A—15,025-15,025-100%$6.4M———
Hudson Bay Capital Management LP
N/A—15,000-15,000-100%$6.4M———
Savvy Advisors, Inc.
N/A—14,871-14,871-100%$6.3M———
Mediolanum International Funds Ltd
N/A—14,742-14,742-100%$6.0M———
Verition Fund Management LLC
N/A—14,709-14,709-100%$6.3M———
Farmers National Bank
N/A—14,651-14,651-100%$6.2M———
Marco Investment Management LLC
N/A—14,548-14,548-100%$6.2M———
Cullen Capital Management, LLC
N/A—14,337-14,337-100%$6.1M———
Boothbay Fund Management, LLC
N/A—14,265-14,265-100%$6.1M———
Burling Wealth Partners, LLC
N/A—14,227-14,227-100%$6.1M———
Banco de Sabadell, S.a
N/A—13,983-13,983-100%$6.0K———
Principal Securities, Inc.
N/A—13,940-13,940-100%$5.9M———
Coldstream Capital Management Inc
N/A—13,800-13,800-100%$5.9M———
Siemens Fonds Invest GmbH
N/A—13,768-13,768-100%$5.9M———
AE Wealth Management LLC
N/A—13,719-13,719-100%$5.8M———
AMJ Financial Wealth Management
N/A—13,583-13,583-100%$4.9M———
Turas Capital Management LP
N/A—13,560-13,560-100%$5.8M———
BNP Paribas
N/A—13,546-13,546-100%$5.5M———
Icon Wealth Advisors, LLC
N/A—13,485-13,485-100%$5.7M———
Dover Advisors, LLC
N/A—13,020-13,020-100%$4.1M———
Kids Capital Management, L.P.
N/A—13,000-13,000-100%$5.5M———
Wealthspire Advisors, LLC
N/A—12,974-12,974-100%$5.5M———
Ramirez Asset Management, Inc.
N/A—12,919-12,919-100%$5.5M———
Conscious Wealth Investments, LLC
N/A—12,839-12,839-100%$5.2M———
Belpointe Asset Management LLC
N/A—12,801-12,801-100%$5.5M———
SBI Okasan Asset Management Co.Ltd.
N/A—12,800-12,800-100%$5.2M———
LMR Partners LLP
N/A—12,775-12,775-100%$5.4M———
Altshuler Shaham Ltd
N/A—12,742-12,742-100%$5.4M———
Winthrop Partners - WNY, LLC
N/A—12,735-12,735-100%$5.4M———
DJE Kapital AG
N/A—12,547-12,547-100%$5.2M———
Daiichi Life Insurance Co., Ltd.
N/A—12,502-12,502-100%$5.3M———
Keebeck Wealth Management
N/A—12,469-12,469-100%$5.3M———
Oxford Financial Group, Ltd. LLC
N/A—12,404-12,404-100%$5.3M———
Western Wealth Management, LLC
N/A—12,346-12,346-100%$5.3M———
Transamerica Financial Advisors, LLC
N/A—12,326-12,326-100%$5.3M———
Mutual Advisors, LLC
N/A—12,243-12,243-100%$5.2M———
Ameritas Investment Partners, Inc.
N/A—12,230-12,230-100%$5.2M———
Scholtz & Company, LLC
N/A—12,215-12,215-100%$5.2M———
Leavell Investment Management, Inc.
N/A—12,183-12,183-100%$5.2M———
Balyasny Asset Management L.P.
N/A—12,122-12,122-100%$5.2M———
Scopus Asset Management, L.P.
N/A—12,044-12,044-100%$5.1M———
Osmosis Investment Management UK Ltd
N/A—12,040-12,040-100%$5.1M———
Great Valley Advisor Group, Inc.
N/A—11,989-11,989-100%$5.1M———
Trustmark Bank Trust Department
N/A—11,968-11,968-100%$5.1M———
Metis Global Partners, LLC
N/A—11,937-11,937-100%$5.1M———
Roundview Capital LLC
N/A—11,836-11,836-100%$5.0M———
Hilltop Holdings Inc.
N/A—11,753-11,753-100%$5.0M———
Smartleaf Asset Management LLC
N/A—11,728-11,728-100%$4.8M———
Holderness Investments Co
N/A—11,718-11,718-100%$5.0M———
Mufg Securities Americas Inc.
N/A—11,696-11,696-100%$5.0M———
Pioneer Trust Bank N A
N/A—11,691-11,691-100%$5.0M———
Canal Capital Management, LLC
N/A—11,536-11,536-100%$4.9M———
SGL Investment Advisors, Inc.
N/A—11,490-11,490-100%$5.1M———
Fukoku Mutual Life Insurance Co
N/A—11,357-11,357-100%$4.8M———
South Street Advisors LLC
N/A—11,305-11,305-100%$4.8M———
Laffer Tengler Investments, Inc.
N/A—11,101-11,101-100%$4.7M———
Ballentine Partners, LLC
N/A—10,950-10,950-100%$4.7M———
West Michigan Advisors, LLC
N/A—10,521-10,521-100%$4.5M———
Resurgent Financial Advisors LLC
N/A—10,480-10,480-100%$4.5M———
Fidelis Capital Partners, LLC
N/A—10,399-10,399-100%$4.4M———
Intech Investment Management LLC
N/A—10,303-10,303-100%$4.4M———
Kentucky Retirement Systems Insurance Trust Fund
N/A—10,267-10,267-100%$4.4M———
Harvest Portfolios Group Inc.
N/A—10,061-10,061-100%$4.3M———
Advent Capital Management
N/A—10,000-10,000-100%$4.3M———
Mattson Financial Services, LLC
N/A—9,948-9,948-100%$3.9M———
Sumitomo Life Insurance Co
N/A—9,947-9,947-100%$4.2M———
Lighthouse Investment Partners, LLC
N/A—9,693-9,693-100%$4.1M———
Sagefield Capital LP
N/A—9,674-9,674-100%$4.1M———
Nwam LLC
N/A—9,663-9,663-100%$4.1M———
Summit Financial, LLC
N/A—9,562-9,562-100%$4.1M———
Private Harbour Investment Management & Counsel, LLC
N/A—9,417-9,417-100%$4.0M———
SOA Wealth Advisors, Llc.
N/A—9,399-9,399-100%$88.0K———
LGT Fund Management Co Ltd.
N/A—9,384-9,384-100%$4.0M———
Essex Financial Services, Inc.
N/A—9,146-9,146-100%$3.9M———
Curi Capital, LLC
N/A—9,106-9,106-100%$3.9M———
Pring Turner Capital Group Inc
N/A—9,094-9,094-100%$4.1M———
First National Advisers, LLC
N/A—9,051-9,051-100%$3.9M———
S&CO Inc
N/A—8,976-8,976-100%$3.8K———
WealthShield Partners, LLC
N/A—8,861-8,861-100%$3.8M———
Johnson Investment Counsel Inc
N/A—8,799-8,799-100%$3.7M———
Apriem Advisors
N/A—8,610-8,610-100%$3.7M———
AssuredPartners Investment Advisors, LLC
N/A—8,564-8,564-100%$3.6M———
Field & Main Bank
N/A—8,505-8,505-100%$3.6M———
Fiduciary Group, LLC
N/A—8,250-8,250-100%$3.5M———
Headinvest, LLC
N/A—8,228-8,228-100%$3.5M———
IHT Wealth Management, LLC
N/A—8,211-8,211-100%$3.5M———
Diversified Trust Co
N/A—8,187-8,187-100%$3.5M———
Kiley Juergens Wealth Management, LLC
N/A—8,184-8,184-100%$3.5M———
Ridge Creek Global, Inc
N/A—8,179-8,179-100%$3.5M———
Modern Wealth Management, LLC
N/A—8,165-8,165-100%$3.5M———
Stokes Family Office, LLC
N/A—8,058-8,058-100%$3.4M———
Syon Capital LLC
N/A—8,055-8,055-100%$3.4M———
Connable Office Inc
N/A—7,918-7,918-100%$3.4M———
Arkadios Wealth Advisors
N/A—7,839-7,839-100%$3.3M———
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A—7,835-7,835-100%$3.3M———
Saturna Capital Corp
N/A—7,825-7,825-100%$3.3M———
Kerrisdale Advisers, LLC
N/A—7,817-7,817-100%$3.3M———
Capital Analysts, LLC
N/A—7,771-7,771-100%$3.3K———
B & T Capital Management DBA Alpha Capital Management
N/A—7,731-7,731-100%$3.3M———
Vestcor Inc
N/A—7,659-7,659-100%$3.3K———
Coastal Bridge Advisors, LLC
N/A—7,656-7,656-100%$3.3M———
Ameritas Advisory Services, LLC
N/A—7,556-7,556-100%$3.2M———
Parsonex Advisory Services, Inc.
N/A—7,449-7,449-100%$3.2M———
Institute for Wealth Management, Llc.
N/A—7,331-7,331-100%$3.1M———
Front Row Advisors LLC
N/A—7,327-7,327-100%$3.4M———
Hilltop Partners LLC
N/A—7,312-7,312-100%$3.1M———
Smith, Moore & Co.
N/A—7,102-7,102-100%$3.0M———
Southeast Asset Advisors, LLC
N/A—7,073-7,073-100%$3.0M———
M3 Wealth Management, LLC
N/A—6,980-6,980-100%$3.0M———
Foster & Motley Inc
N/A—6,967-6,967-100%$3.0K———
Wealth Alliance, LLC
N/A—6,839-6,839-100%$2.9M———
CSM Advisors, LLC
N/A—6,810-6,810-100%$2.9K———
Tower Research Capital LLC (TRC)
N/A—6,788-6,788-100%$2.9M———
Valmark Advisers, Inc.
N/A—6,756-6,756-100%$2.9M———
Strategic Wealth Partners, Ltd.
N/A—6,725-6,725-100%$2.9M———
SIR Capital Management, L.P.
N/A—6,700-6,700-100%$2.9M———
Regency Capital Management Inc.\DE
N/A—6,640-6,640-100%$2.8M———
Boston Partners
N/A—6,622-6,622-100%$2.8M———
Dorsey & Whitney Trust Co LLC
N/A—6,512-6,512-100%$2.8M———
PFG Investments, LLC
N/A—6,482-6,482-100%$2.8M———
1776 Wealth LLC
N/A—6,481-6,481-100%$2.8M———
Lombard Odier Asset Management (Switzerland) SA
N/A—6,331-6,331-100%$2.7M———
Private Wealth Asset Management, LLC
N/A—6,325-6,325-100%$2.7M———
Capitolis Liquid Global Markets LLC
N/A—6,190-6,190-100%$2.6M———
Berry Wealth Group, LP
N/A—6,160-6,160-100%$2.6M———
Stonebrook Private Inc.
N/A—6,146-6,146-100%$2.6M———
OneDigital Investment Advisors LLC
N/A—6,123-6,123-100%$2.6M———
Tocqueville Asset Management L.P.
N/A—6,122-6,122-100%$2.6M———
Iron Gate Global Advisors LLC
N/A—6,061-6,061-100%$2.6M———
Doheny Asset Management
N/A—6,040-6,040-100%$2.6K———
Zhang Financial LLC
N/A—5,989-5,989-100%$2.6M———
Smithfield Trust Co
N/A—5,974-5,974-100%$2.5K———
Natural Investments, LLC
N/A—5,929-5,929-100%$2.5K———
Peak Planning Group, LLC
N/A—5,913-5,913-100%$2.5M———
Fortis Capital Advisors, LLC
N/A—5,777-5,777-100%$2.5M———
Thomasville National Bank
N/A—5,773-5,773-100%$2.5M———
Caisse DES Depots ET Consignations
N/A—5,764-5,764-100%$2.5M———
Oversea-Chinese Banking Corp Ltd
N/A—5,675-5,675-100%$2.4M———
Intrust Bank NA
N/A—5,646-5,646-100%$2.4M———
RiverFront Investment Group, LLC
N/A—5,642-5,642-100%$2.4M———
Groupama Asset Managment
N/A—5,553-5,553-100%$2.3M———
Atlas Capital Advisors Inc.
N/A—5,549-5,549-100%$2.4M———
CNB Bank
N/A—5,524-5,524-100%$2.4M———
Capstone Financial Advisors, Inc.
N/A—5,470-5,470-100%$2.3M———
IEQ Capital, LLC
N/A—5,376-5,376-100%$2.3M———
Citizens & Northern Corp
N/A—5,356-5,356-100%$2.3M———
Cozad Asset Management Inc
N/A—5,349-5,349-100%$2.3M———
Heritage Trust Co
N/A—5,318-5,318-100%$2.3M———
United Bank
N/A—5,318-5,318-100%$2.3M———
Walsky Investment Management, Inc.
N/A—5,310-5,310-100%$2.3M———
Foundations Investment Advisors, LLC
N/A—5,270-5,270-100%$2.2M———
Delta Investment Management, LLC
N/A—5,199-5,199-100%$2.2M———
Kovack Advisors, Inc.
N/A—5,168-5,168-100%$2.2M———
Papamarkou Wellner Asset Management inc.
N/A—5,136-5,136-100%$1.8M———
Hancock Whitney Corp
N/A—5,126-5,126-100%$2.2M———
Cambria Investment Management, L.P.
N/A—5,030-5,030-100%$2.1M———
Crawford Investment Counsel Inc
N/A—4,982-4,982-100%$2.1M———
Geneos Wealth Management Inc.
N/A—4,981-4,981-100%$2.1M———
Magnolia Capital Advisors LLC
N/A—4,979-4,979-100%$2.1M———
Brown Financial Advisors
N/A—4,945-4,945-100%$2.1M———
NCM Capital Management, LLC
N/A—4,933-4,933-100%$2.1M———
Founders Financial Alliance, LLC
N/A—4,844-4,844-100%$2.1M———
Patron Partners, LLC
N/A—4,822-4,822-100%$2.1M———
Thoroughbred Financial Services, LLC
N/A—4,815-4,815-100%$2.1K———
Bannerstone Capital Management, LLC
N/A—4,812-4,812-100%$2.1M———
Rithm Capital Corp.
N/A—4,800-4,800-100%$2.0M———
Frec Markets, Inc.
N/A—4,739-4,739-100%$2.0M———
Dearborn Partners LLC
N/A—4,688-4,688-100%$2.0M———
Ossiam
N/A—4,676-4,676-100%$2.0M———
Vinva Investment Management Ltd
N/A—4,673-4,673-100%$1.9M———
Naviter Wealth, LLC
N/A—4,666-4,666-100%$2.0M———
IFG Advisory, LLC
N/A—4,656-4,656-100%$2.0M———
Insigneo Advisory Services, LLC
N/A—4,635-4,635-100%$2.0M———
Stamos Capital Partners, L.P.
N/A—4,613-4,613-100%$2.0M———
Hartford Funds Management Co LLC
N/A—4,610-4,610-100%$2.0M———
Choate Investment Advisors
N/A—4,606-4,606-100%$2.0M———
Darwin Wealth Management, LLC
N/A—4,593-4,593-100%$2.0M———
Pacific Point Advisors, LLC
N/A—4,590-4,590-100%$2.0M———
1ST Source Bank
N/A—4,534-4,534-100%$1.9M———
Harbour Wealth Management Group, Inc.
N/A—4,528-4,528-100%$1.9M———
Orion Capital Management LLC
N/A—4,524-4,524-100%$1.9M———
Aventura Private Wealth, LLC
N/A—4,392-4,392-100%$1.9M———
Stratos Investment Management, LLC
N/A—4,344-4,344-100%$1.9M———
Cambient Family Office, LLC
N/A—4,339-4,339-100%$1.8M———
Virtus Investment Advisers, LLC
N/A—4,324-4,324-100%$1.8M———
Regal Investment Advisors LLC
N/A—4,266-4,266-100%$1.8M———
Buckley Wealth Management, LLC
N/A—4,249-4,249-100%$1.8M———
Sfmg, LLC
N/A—4,237-4,237-100%$1.8M———
Transcend Capital Advisors, LLC
N/A—4,212-4,212-100%$1.8M———
SlateStone Wealth, LLC
N/A—4,203-4,203-100%$1.8K———
SageView Advisory Group, LLC
N/A—4,193-4,193-100%$1.8M———
Checchi Capital Advisers, LLC
N/A—4,179-4,179-100%$1.8M———
Ironwood Investment Counsel, LLC
N/A—4,135-4,135-100%$1.8M———
Soros Capital Management LLC
N/A—4,112-4,112-100%$1.8M———
Zions Bancorporation, National Association
N/A—4,103-4,103-100%$1.7M———
Spirepoint Private Client, LLC
N/A—4,101-4,101-100%$1.7M———
Phocas Financial Corp.
N/A—4,090-4,090-100%$1.7M———
HBK Sorce Advisory LLC
N/A—4,066-4,066-100%$1.8M———
Miller Capital Partners, Inc.
N/A—4,062-4,062-100%$1.7M———
Mayflower Financial Advisors, LLC
N/A—4,053-4,053-100%$1.7M———
Alaethes Wealth, LLC
N/A—4,013-4,013-100%$1.7M———
Centaurus Financial, Inc.
N/A—4,003-4,003-100%$1.7K———
Ally Financial Inc.
N/A—4,000-4,000-100%$1.7M———
Allianz SE
N/A—4,000-4,000-100%$1.7M———
Retirement Capital Strategies
N/A—3,996-3,996-100%$1.7M———
Ceeto Capital Group, LLC
N/A—3,973-3,973-100%$1.7K———
Rehmann Capital Advisory Group
N/A—3,953-3,953-100%$1.7M———
North Dallas Bank & Trust Co
N/A—3,909-3,909-100%$1.7M———
Condor Capital Management
N/A—3,888-3,888-100%$1.7M———
Trivium Point Advisory, LLC
N/A—3,878-3,878-100%$1.7M———
Prasad Wealth Partners, LLC
N/A—3,814-3,814-100%$1.6M———
Bridgewater Advisors Inc.
N/A—3,794-3,794-100%$1.7M———
Berger Financial Group, Inc
N/A—3,784-3,784-100%$1.6M———
Clark Capital Management Group, Inc.
N/A—3,778-3,778-100%$1.6M———
PFC Capital Group, Inc.
N/A—3,745-3,745-100%$1.6K———
Mitchell Mcleod Pugh & Williams Inc
N/A—3,736-3,736-100%$1.6M———
Klcm Advisors, Inc.
N/A—3,687-3,687-100%$1.6M———
Bluebird Wealth Management LLC
N/A—3,663-3,663-100%$1.6M———
Meiji Yasuda Life Insurance Co
N/A—3,662-3,662-100%$1.6M———
Prelude Capital Management, LLC
N/A—3,630-3,630-100%$1.5M———
MainStreet Investment Advisors LLC
N/A—3,590-3,590-100%$1.5M———
Prosperity Consulting Group, LLC
N/A—3,582-3,582-100%$1.5M———
Lcnb Corp
N/A—3,572-3,572-100%$1.5M———
Odyssean, LLC
N/A—3,551-3,551-100%$1.5M———
Sun Financial Inc
N/A—3,533-3,533-100%$1.6M———
Sound View Wealth Advisors Group, LLC
N/A—3,519-3,519-100%$1.5M———
Commerzbank Aktiengesellschaft
N/A—3,448-3,448-100%$1.5K———
Hills Bank & Trust Co
N/A—3,446-3,446-100%$1.5M———
Prestige Wealth Management Group LLC
N/A—3,438-3,438-100%$1.5M———
Geometric Wealth Advisors
N/A—3,425-3,425-100%$1.5M———
South Plains Financial, Inc.
N/A—3,419-3,419-100%$1.5M———
Clear Street Group Inc.
N/A—3,357-3,357-100%$1.4M———
Seeds Investor LLC
N/A—3,341-3,341-100%$1.4M———
Knollwood Investment Advisory, LLC
N/A—3,340-3,340-100%$1.4M———
Kennondale Capital Management LLC
N/A—3,336-3,336-100%$1.4M———
Marex Group Ltd
N/A—3,288-3,288-100%$1.4M———
Cloverfields Capital Group, LP
N/A—3,283-3,283-100%$1.4M———
Palumbo Wealth Management LLC
N/A—3,273-3,273-100%$1.4M———
Legato Capital Management LLC
N/A—3,265-3,265-100%$1.4M———
Sivia Capital Partners, LLC
N/A—3,255-3,255-100%$1.4M———
Evercore Wealth Management, LLC
N/A—3,253-3,253-100%$1.4M———
New Age Alpha Advisors, LLC
N/A—3,243-3,243-100%$1.4M———
Financial Engines Advisors L.L.C.
N/A—3,243-3,243-100%$1.4M———
Shelton Capital Management
N/A—3,236-3,236-100%$1.4M———
Fortune Financial Advisors, LLC
N/A—3,213-3,213-100%$1.4M———
Marshall Financial Group, LLC
N/A—3,208-3,208-100%$1.4M———
GeoWealth Management, LLC
N/A—3,172-3,172-100%$1.4M———
Castle Wealth Management LLC
N/A—3,169-3,169-100%$1.4M———
HighPoint Advisor Group LLC
N/A—3,166-3,166-100%$1.3M———
Mosaic Family Wealth Partners, LLC
N/A—3,140-3,140-100%$1.3M———
Aspire Growth Partners LLC
N/A—3,139-3,139-100%$1.3M———
Park Place Capital Corp
N/A—3,132-3,132-100%$1.3M———
Texas Yale Capital Corp.
N/A—3,115-3,115-100%$1.3M———
Zacks Investment Management
N/A—3,089-3,089-100%$1.3M———
Xcelsior Advisor Partners LLC
N/A—3,081-3,081-100%$1.3M———
Picton Mahoney Asset Management
N/A—3,073-3,073-100%$1.3M———
Legacy Financial Advisors, Inc.
N/A—3,047-3,047-100%$1.3M———
Venturi Wealth Management, LLC
N/A—3,032-3,032-100%$1.3M———
CreativeOne Wealth, LLC
N/A—3,026-3,026-100%$1.3M———
Carson Advisory Inc.
N/A—2,993-2,993-100%$1.3M———
Silver OAK Securities, Incorporated
N/A—2,987-2,987-100%$1.3M———
Waterloo Capital, L.P.
N/A—2,978-2,978-100%$1.3M———
Faithward Advisors, LLC
N/A—2,976-2,976-100%$1.3M———
Kane Investment Management, Inc.
N/A—2,967-2,967-100%$1.3M———
Northwest Bancshares, Inc.
N/A—2,961-2,961-100%$1.3M———
Panagora Asset Management Inc
N/A—2,939-2,939-100%$1.3M———
Mrwm Advisors, LLC
N/A—2,900-2,900-100%$1.2M———
XTX Topco Ltd
N/A—2,900-2,900-100%$1.2M———
Himension Capital (Singapore) Pte. Ltd.
N/A—2,895-2,895-100%$1.2M———
BFC Planning, Inc.
N/A—2,826-2,826-100%$1.2M———
CoreFirst Bank & Trust
N/A—2,815-2,815-100%$1.2M———
Cary Street Partners Investment Advisory LLC
N/A—2,806-2,806-100%$1.2M———
Pitcairn Wealth Advisors LLC
N/A—2,800-2,800-100%$1.2M———
VeraBank, N.A.
N/A—2,777-2,777-100%$1.2M———
Douglass Winthrop Advisors, LLC
N/A—2,775-2,775-100%$1.2M———
Glen Eagle Advisors, LLC
N/A—2,752-2,752-100%$1.2M———
Dockside LLC
N/A—2,736-2,736-100%$1.2M———
First Western Trust Bank
N/A—2,727-2,727-100%$1.2M———
Jennison Associates LLC
N/A—2,725-2,725-100%$1.2M———
Stonebridge Financial Group, LLC
N/A—2,722-2,722-100%$1.2K———
Great Lakes Advisors, LLC
N/A—2,720-2,720-100%$1.2M———
Storgate, LLC
N/A—2,719-2,719-100%$1.2M———
Qtron Investments LLC
N/A—2,709-2,709-100%$1.2M———
South Dakota Investment Council
N/A—2,684-2,684-100%$1.1K———
Capital Advisors Inc
N/A—2,662-2,662-100%$1.1M———
Proficio Capital Partners LLC
N/A—2,596-2,596-100%$1.1M———
Cinctive Capital Management LP
N/A—2,591-2,591-100%$1.1M———
Advyzon Investment Management, LLC
N/A—2,573-2,573-100%$1.1M———
Tandem Wealth Advisors LLC
N/A—2,565-2,565-100%$1.1M———
Cape ANN Savings Bank
N/A—2,564-2,564-100%$1.1M———
Pincus Capital Management, LP
N/A—2,563-2,563-100%$1.1M———
Red Door Wealth Management, LLC
N/A—2,557-2,557-100%$1.1M———
Azimuth Capital Investment Management LLC
N/A—2,553-2,553-100%$1.1M———
Cercano Management LLC
N/A—2,550-2,550-100%$1.1M———
Proffitt & Goodson Inc
N/A—2,546-2,546-100%$1.1M———
OneAscent Financial Services LLC
N/A—2,529-2,529-100%$1.1M———
Tradition Wealth Management, LLC
N/A—2,528-2,528-100%$1.1M———
Ponta Wealth Partners, LLC
N/A—2,510-2,510-100%$1.1M———
Pine Valley Investments Ltd Liability Co
N/A—2,499-2,499-100%$1.1M———
LM Advisors LLC
N/A—2,490-2,490-100%$1.1K———
Ellenbecker Investment Group
N/A—2,478-2,478-100%$1.1M———
Gladstone Institutional Advisory LLC
N/A—2,473-2,473-100%$1.1M———
Jaffetilchin Investment Partners, LLC
N/A—2,460-2,460-100%$1.0M———
Anchor Bay Capital, Inc.
N/A—2,455-2,455-100%$1.1M———
Exit Wealth Advisors, Llc.
N/A—2,444-2,444-100%$1.0M———
Main Street Financial Solutions, LLC
N/A—2,436-2,436-100%$1.0M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—2,394-2,394-100%$1.0M———
Empirical Asset Management, LLC
N/A—2,386-2,386-100%$1.0M———
Bogart Wealth, LLC
N/A—2,383-2,383-100%$1.0M———
Ausdal Financial Partners, Inc.
N/A—2,380-2,380-100%$1.0M———
Partners Capital Investment Group, LLP
N/A—2,369-2,369-100%$1.0M———
SHP Wealth Management
N/A—2,337-2,337-100%$996.0K———
LOS Angeles Capital Management LLC
N/A—2,335-2,335-100%$995.0K———
Carl P. Sherr & Co., LLC
N/A—2,317-2,317-100%$987.5K———
Pursuit Wealth Strategies, LLC
N/A—2,306-2,306-100%$982.8K———
Twin Capital Management Inc
N/A—2,289-2,289-100%$975.4K———
Lafayette Investments, Inc.
N/A—2,269-2,269-100%$966.9K———
Crux Wealth Advisors
N/A—2,268-2,268-100%$966.5K———
Quotient Wealth Partners, LLC
N/A—2,251-2,251-100%$959.2K———
Birchcreek Wealth Management, LLC
N/A—2,234-2,234-100%$952.0K———
Per Stirling Capital Management, Llc.
N/A—2,222-2,222-100%$946.9K———
L2 Asset Management, LLC
N/A—2,215-2,215-100%$943.9K———
Dimension Capital Management LLC
N/A—2,200-2,200-100%$937.5K———
TCM Advisors, LLC
N/A—2,190-2,190-100%$933.2K———
DV Trading LLC
N/A—2,137-2,137-100%$910.6K———
King Wealth Management Group
N/A—2,115-2,115-100%$901———
TRB Wealth Management, LLC
N/A—2,107-2,107-100%$897.8K———
Citizens Business Bank
N/A—2,104-2,104-100%$896.6K———
Annis Gardner Whiting Capital Advisors, LLC
N/A—2,104-2,104-100%$896.6K———
Schnieders Capital Management, Llc.
N/A—2,056-2,056-100%$876.2K———
Core Alternative Capital
N/A—2,056-2,056-100%$876.2K———
Aureus Asset Management, LLC
N/A—2,053-2,053-100%$874.8K———
Pure Financial Advisors, LLC
N/A—2,048-2,048-100%$872.8K———
Clarendon Private LLC
N/A—2,036-2,036-100%$867.6K———
Scharf Investments, LLC
N/A—2,024-2,024-100%$862.5K———
Advisory Alpha, LLC
N/A—2,019-2,019-100%$860.7K———
Zuckerman Investment Group, LLC
N/A—2,013-2,013-100%$857.8K———
Ethos Financial Group, LLC
N/A—2,010-2,010-100%$727.4K———
Signet Private Wealth LLC
N/A—2,007-2,007-100%$855.1K———
IFC Advisors LLC
N/A—2,007-2,007-100%$855.2K———
Fortress Private Ledger, LLC
N/A—1,989-1,989-100%$847.6K———
Fi3 Financial Advisors, LLC
N/A—1,989-1,989-100%$305.7K———
Sharp Wealth Advisory, LLC
N/A—1,983-1,983-100%$845.0K———
Sompo Asset Management Co., Ltd.
N/A—1,980-1,980-100%$843.7K———
Spinnaker Trust
N/A—1,970-1,970-100%$839.5K———
Keel Point, LLC
N/A—1,960-1,960-100%$835.1K———
Meiji Yasuda Asset Management Co Ltd.
N/A—1,954-1,954-100%$832.6K———
Jackson Wealth Management, LLC
N/A—1,911-1,911-100%$814.0K———
Texas Capital Bank Wealth Management Services Inc
N/A—1,910-1,910-100%$813.9K———
1248 Management, LLC
N/A—1,908-1,908-100%$813.0K———
CVA Family Office, LLC
N/A—1,906-1,906-100%$812.2K———
Sandler Capital Management
N/A—1,905-1,905-100%$811.8K———
Legacy Capital Group California, Inc.
N/A—1,867-1,867-100%$795.6K———
LeClair Wealth Partners LLC
N/A—1,862-1,862-100%$793.5K———
WealthTrust Axiom LLC
N/A—1,856-1,856-100%$791.1K———
TFR Capital, Llc.
N/A—1,856-1,856-100%$790.9K———
RED Reef Advisors LLC
N/A—1,849-1,849-100%$787.9K———
Gateway Wealth Partners, LLC
N/A—1,848-1,848-100%$787.5K———
Everpar Advisors LLC
N/A—1,836-1,836-100%$782.5K———
Wedbush Fund Advisers, LLC
N/A—1,835-1,835-100%$781.9K———
Quent Capital, LLC
N/A—1,828-1,828-100%$779.1K———
AlTi Global, Inc.
N/A—1,812-1,812-100%$771.9K———
Fort Sheridan Advisors LLC
N/A—1,811-1,811-100%$771.7K———
Heritage Wealth Advisors
N/A—1,808-1,808-100%$770.4K———
Rialto Wealth Management, LLC
N/A—1,805-1,805-100%$769.1K———
PCM Encore, LLC
N/A—1,804-1,804-100%$768.9K———
McLaughlin Asset Management, Inc.
N/A—1,791-1,791-100%$763.2K———
Carr Financial Group Corp
N/A—1,779-1,779-100%$758.1K———
Atlanta Consulting Group Advisors, LLC
N/A—1,737-1,737-100%$740.2K———
Whalerock Point Partners, LLC
N/A—1,737-1,737-100%$740.2K———
Wealth Management Associates, Inc.
N/A—1,731-1,731-100%$737.7K———
NorthRock Partners, LLC
N/A—1,726-1,726-100%$735.4K———
North Star Asset Management Inc
N/A—1,726-1,726-100%$735.5K———
Chesapeake Asset Management LLC
N/A—1,702-1,702-100%$725.3K———
Jacobson & Schmitt Advisors, LLC
N/A—1,690-1,690-100%$720.1K———
Lbmc Investment Advisors, LLC
N/A—1,684-1,684-100%$717.6K———
Fourth Dimension Wealth, LLC
N/A—1,681-1,681-100%$716.3K———
Pointe Capital Management LLC
N/A—1,675-1,675-100%$713.8K———
Fund Advisors of America Inc
N/A—1,668-1,668-100%$710.8K———
FIL Ltd
N/A—1,651-1,651-100%$703.5K———
Goldstone Financial Group, LLC
N/A—1,649-1,649-100%$702.8K———
Madison Asset Management, LLC
N/A—1,645-1,645-100%$701.0K———
Leigh Baldwin & Co., LLC
N/A—1,641-1,641-100%$699.3K———
Viawealth, LLC
N/A—1,628-1,628-100%$693.7K———
Drive Wealth Management, LLC
N/A—1,600-1,600-100%$681.6K———
Alteri Wealth LLC
N/A—1,597-1,597-100%$680.5K———
Bedel Financial Consulting, Inc.
N/A—1,582-1,582-100%$674.0K———
Rodgers Brothers Inc.
N/A—1,554-1,554-100%$662.2K———
One Capital Management, LLC
N/A—1,544-1,544-100%$552.2K———
Phillips Wealth Planners LLC
N/A—1,541-1,541-100%$609.7K———
Twin Lakes Capital Management, LLC
N/A—1,538-1,538-100%$655.4K———
Legacy Trust
N/A—1,530-1,530-100%$652.0K———
First Commonwealth Financial Corp
N/A—1,519-1,519-100%$647.3K———
Northstar Financial Companies, Inc.
N/A—1,517-1,517-100%$646.6K———
Brookwood Investment Group LLC
N/A—1,508-1,508-100%$642.4K———
MorganRosel Wealth Management, LLC
N/A—1,504-1,504-100%$640.9K———
Pettyjohn, Wood & White, Inc
N/A—1,497-1,497-100%$637.9K———
JPL Wealth Management, LLC
N/A—1,487-1,487-100%$633.6K———
RiverGlades Family Offices LLC
N/A—1,463-1,463-100%$623.4K———
US Asset Management LLC
N/A—1,461-1,461-100%$622.6K———
DF Dent & Co Inc
N/A—1,455-1,455-100%$620.0K———
E Fund Management Co., Ltd.
N/A—1,442-1,442-100%$614.5K———
Retirement Income Solutions, Inc
N/A—1,430-1,430-100%$511.5K———
FourThought Financial Partners, LLC
N/A—1,429-1,429-100%$609.1K———
Pgim Custom Harvest LLC
N/A—1,428-1,428-100%$608.5K———
Asahi Life Asset Management Co., Ltd.
N/A—1,421-1,421-100%$605.5K———
National Philanthropic Trust
N/A—1,417-1,417-100%$603.8K———
Circle Wealth Management, LLC
N/A—1,389-1,389-100%$591.9K———
Continuum Advisory, LLC
N/A—1,388-1,388-100%$591.5K———
IKE Capital, LLC
N/A—1,387-1,387-100%$591.0K———
Townsquare Capital LLC
N/A—1,375-1,375-100%$586.0K———
Ellevest, Inc.
N/A—1,372-1,372-100%$584.6K———
Sagewood Asset Management LP
N/A—1,371-1,371-100%$584.2K———
First National Bank & Trust Co of Newtown
N/A—1,363-1,363-100%$565.9K———
Beaton Management Co. Inc.
N/A—1,359-1,359-100%$579———
RB Capital Management, LLC
N/A—1,341-1,341-100%$571.4K———
New Vernon Investment Management LLC
N/A—1,340-1,340-100%$571.0K———
Elm Partners Management LLC
N/A—1,337-1,337-100%$569.7K———
Knuff & Co LLC
N/A—1,333-1,333-100%$568.0K———
Alpha Financial Partners LLC
N/A—1,317-1,317-100%$561.1K———
Kera Capital Partners, Inc.
N/A—1,310-1,310-100%$558.2K———
Anderson Financial Strategies, LLC
N/A—1,296-1,296-100%$550.4K———
Financial Advisors Network, Inc.
N/A—1,280-1,280-100%$545.4K———
Lifeworks Advisors, LLC
N/A—1,275-1,275-100%$543.3K———
9823 Capital, L.P.
N/A—1,274-1,274-100%$542.9K———
Clare Market Investments LLC
N/A—1,270-1,270-100%$541.2K———
Members Trust Co
N/A—1,261-1,261-100%$537.3K———
Landscape Capital Management, L.L.C.
N/A—1,246-1,246-100%$530.9K———
Bank of Hawaii
N/A—1,240-1,240-100%$528.4K———
Wulff, Hansen & Co.
N/A—1,239-1,239-100%$528.0K———
1015 Capital Partners, LLC
N/A—1,231-1,231-100%$524.6K———
Optas, LLC
N/A—1,228-1,228-100%$523.3K———
Westmount Partners, LLC
N/A—1,214-1,214-100%$517.3K———
Anchor Investment Management, LLC
N/A—1,211-1,211-100%$516.0K———
Hamel Associates, Inc.
N/A—1,203-1,203-100%$512.6K———
HFR Wealth Management, LLC
N/A—1,189-1,189-100%$506.7K———
LWM Advisory Services, LLC
N/A—1,184-1,184-100%$504.5K———
Investor's Fiduciary Advisor Network, LLC
N/A—1,184-1,184-100%$504———
Formulate Financial LLC
N/A—1,176-1,176-100%$501.1K———
Strait & Sound Wealth Management LLC
N/A—1,173-1,173-100%$499.8K———
Strategic Investment Advisors / MI
N/A—1,163-1,163-100%$495.5K———
VSM Wealth Advisory, LLC
N/A—1,162-1,162-100%$495.2K———
Sunflower Bank, N.A.
N/A—1,138-1,138-100%$484.9K———
First Foundation Advisors
N/A—1,134-1,134-100%$483.2K———
Clifford Group, LLC
N/A—1,130-1,130-100%$481.5K———
Meeder Asset Management Inc
N/A—1,127-1,127-100%$480.2K———
Sonoma Allocations LLC
N/A—1,121-1,121-100%$473.1K———
Cape COD Five Cents Savings Bank
N/A—1,109-1,109-100%$472.6K———
Wellspring Financial Advisors, LLC
N/A—1,108-1,108-100%$472.0K———
Landing Point Financial Group, LLC
N/A—1,107-1,107-100%$471.9K———
Orleans Capital Management Corp
N/A—1,104-1,104-100%$470.4K———
Perennial Investment Advisors, LLC
N/A—1,100-1,100-100%$468.8K———
New Republic Capital, LLC
N/A—1,099-1,099-100%$468.2K———
Hayek Kallen Investment Management
N/A—1,096-1,096-100%$467———
LaSalle St. Investment Advisors, LLC
N/A—1,092-1,092-100%$465.3K———
Fortis Capital Management LLC
N/A—1,082-1,082-100%$461.2K———
Delos Wealth Advisors, LLC
N/A—1,081-1,081-100%$460.6K———
Stratos Wealth Advisors, LLC
N/A—1,079-1,079-100%$460.1K———
Crews Bank & Trust
N/A—1,076-1,076-100%$458.5K———
5T Wealth, LLC
N/A—1,076-1,076-100%$459.2K———
Family Manage LLC
N/A—1,074-1,074-100%$457.7K———
Purpose Unlimited Inc.
N/A—1,074-1,074-100%$457.6K———
Paradigm Capital Management, LLC
N/A—1,073-1,073-100%$457———
Permanens Capital L.P.
N/A—1,069-1,069-100%$455.5K———
Wallace Advisory Group, LLC
N/A—1,061-1,061-100%$452.1K———
Cyber Hornet ETFs LLC
N/A—1,057-1,057-100%$450.4K———
Bank of Marin
N/A—1,057-1,057-100%$450.4K———
Alvarez & Marsal Private Wealth Partners, LLC
N/A—1,053-1,053-100%$448.7K———
Empower Advisory Group, LLC
N/A—1,052-1,052-100%$448.3K———
Greenline Wealth Management LLC
N/A—1,051-1,051-100%$447.7K———
Rogco, LP
N/A—1,038-1,038-100%$442.3K———
Spectrum Investment Advisors, Inc.
N/A—1,036-1,036-100%$441.5K———
Coastwise Capital Group, LLC
N/A—1,031-1,031-100%$439.3K———
Cannell & Spears LLC
N/A—1,027-1,027-100%$437.6K———
Bull Harbor Capital LLC
N/A—1,024-1,024-100%$436.3K———
George Kaiser Family Foundation
N/A—1,021-1,021-100%$435.1K———
Johnson Financial Group, Inc.
N/A—1,020-1,020-100%$434.6K———
M. Kulyk & Associates, LLC
N/A—1,019-1,019-100%$434.2K———
Lionhunter Capital Management, LLC
N/A—1,015-1,015-100%$432.5K———
Matters Capital LLC
N/A—1,010-1,010-100%$430.4K———
SIH Partners, Lllp
N/A—1,007-1,007-100%$429.1K———
Sound Capital Solutions LLC
N/A—1,007-1,007-100%$429.1K———
Optimize Financial Inc.
N/A—1,007-1,007-100%$429.1K———
S Harris Financial Group, LLC
N/A—1,007-1,007-100%$429.2K———
Harvest Fund Management Co., Ltd
N/A—1,002-1,002-100%$427———
FSA Advisors, Inc.
N/A—999-999-100%$425.7K———
Pennington Partners & Co., LLC
N/A—997-997-100%$425.0K———
BWM Planning, LLC
N/A—990-990-100%$422.0K———
Karani Asset Management LLC
N/A—987-987-100%$420.6K———
Harvest Investment Advisors, LLC
N/A—983-983-100%$418.9K———
Thompson David Blair
N/A—974-974-100%$415.0K———
Peregrine Asset Advisers, Inc.
N/A—970-970-100%$413.3K———
Copley Financial Group, Inc.
N/A—968-968-100%$412.5K———
Lakeridge Wealth Management LLC
N/A—966-966-100%$411.8K———
Omnia Family Wealth, LLC
N/A—965-965-100%$411.2K———
Headland Capital, LLC
N/A—951-951-100%$405.2K———
Portfolio Strategies, Inc.
N/A—950-950-100%$404.8K———
Rothschild Wealth LLC
N/A—948-948-100%$404.0K———
Forefront Wealth Partners, LLC
N/A—933-933-100%$397.4K———
Tudor Financial Inc.
N/A—926-926-100%$394.6K———
Panoramic Investment Advisors, LLC
N/A—919-919-100%$391.6K———
LGT Group Foundation
N/A—918-918-100%$391.2K———
Vision Retirement, LLC
N/A—917-917-100%$390.9K———
Clarity Financial LLC
N/A—914-914-100%$389.4K———
Voleon Capital Management LP
N/A—912-912-100%$388.6K———
City National Bank of Florida
N/A—912-912-100%$388.6K———
Invst, LLC
N/A—904-904-100%$385.2K———
SSI Investment Management LLC
N/A—904-904-100%$385.2K———
Liberty Wealth Management LLC
N/A—903-903-100%$323.1K———
Borer Denton & Associates, Inc.
N/A—900-900-100%$383.5K———
Joule Financial, LLC
N/A—897-897-100%$382.2K———
Beacon Investment Advisors LLC
N/A—888-888-100%$378.6K———
Nelson Capital Management, LLC
N/A—885-885-100%$377.0K———
Maridea Wealth Management LLC
N/A—883-883-100%$376.3K———
Millstone Evans Group, LLC
N/A—883-883-100%$376.3K———
Barnes Pettey Financial Advisors, LLC
N/A—881-881-100%$375.5K———
EWA, LLC
N/A—876-876-100%$373.1K———
Navellier & Associates Inc
N/A—870-870-100%$370.7K———
Redwood Investment Management, LLC
N/A—860-860-100%$367———
McLean Asset Management Corp
N/A—860-860-100%$357.2K———
Sandy Cove Advisors, LLC
N/A—855-855-100%$364.3K———
West Family Investments, Inc.
N/A—853-853-100%$363.5K———
Walter & Keenan Wealth Management LLC
N/A—852-852-100%$363.1K———
Westfuller Advisors, LLC
N/A—841-841-100%$358.5K———
Strategies Wealth Advisors, LLC
N/A—836-836-100%$356.4K———
Lombard Odier Asset Management (USA) Corp
N/A—834-834-100%$355.4K———
Fairview Capital Investment Management, LLC
N/A—832-832-100%$354.5K———
Howe & Rusling Inc
N/A—825-825-100%$351.6K———
HHM Wealth Advisors, LLC
N/A—814-814-100%$346.9K———
Mayport, LLC
N/A—807-807-100%$344.0K———
Cascade Wealth Advisors, Inc
N/A—798-798-100%$358.0K———
Horizon Kinetics Asset Management LLC
N/A—797-797-100%$339.6K———
Holistic Financial Partners
N/A—795-795-100%$338.8K———
Aspen Grove Capital, LLC
N/A—794-794-100%$338.8K———
Sovereign Financial Group, Inc.
N/A—794-794-100%$338.5K———
MJP Associates Inc
N/A—793-793-100%$337.8K———
Auxano Advisors, LLC
N/A—790-790-100%$336.6K———
Sienna Gestion
N/A—789-789-100%$325.7K———
Mainstay Capital Management LLC
N/A—787-787-100%$335.4K———
Z3 Capital Partners, LLC
N/A—785-785-100%$334.5K———
Symphony Financial Services, Inc.
N/A—783-783-100%$333.8K———
GatePass Capital, LLC
N/A—779-779-100%$331.9K———
Hardy Reed LLC
N/A—779-779-100%$331.9K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—777-777-100%$331.0K———
BSW Wealth Partners
N/A—773-773-100%$329.4K———
Vista Capital Partners, Inc.
N/A—773-773-100%$329.4K———
Good Steward Wealth Advisors,LLC
N/A—772-772-100%$329.0K———
Florida Financial Advisors, LLC
N/A—763-763-100%$325.7K———
Vanguard National Trust Co
N/A—762-762-100%$324.7K———
Manhattan West Asset Management, LLC
N/A—762-762-100%$324.7K———
Cofg Advisors, LLC
N/A—761-761-100%$324.3K———
PCB Capital LLC
N/A—759-759-100%$323.4K———
Legacy Wealth Advisors, LLC
N/A—757-757-100%$322.6K———
Wexford Capital LP
N/A—754-754-100%$321.3K———
First Dallas Securities Inc.
N/A—750-750-100%$319.6K———
Elgethun Capital Management
N/A—750-750-100%$319.6K———
Garden State Investment Advisory Services LLC
N/A—748-748-100%$319.0K———
Elite Life Management LLC
N/A—743-743-100%$332.3K———
LRI Investments, LLC
N/A—742-742-100%$316.2K———
BankPlus Trust Department
N/A—735-735-100%$313.2K———
Vines Capital Management, LLC
N/A—731-731-100%$311.5K———
Berkshire Asset Management LLC
N/A—730-730-100%$311.2K———
Inspire Advisors, LLC
N/A—726-726-100%$305.7K———
Eldridge Investment Advisors, Inc.
N/A—726-726-100%$309.4K———
Kavar Capital Partners Group, LLC
N/A—724-724-100%$308.5K———
Horizon Bancorp Inc
N/A—723-723-100%$308.0K———
Atlas Legacy Advisors, LLC
N/A—722-722-100%$287.5K———
Chatterton & Associates Inc.
N/A—720-720-100%$292.2K———
Schrum Private Wealth Management LLC
N/A—718-718-100%$238.4K———
Ironwood Investment Management LLC
N/A—716-716-100%$305.1K———
Trust Co of Kansas
N/A—715-715-100%$305———
Front Street Capital Management, Inc.
N/A—710-710-100%$302.5K———
Safeguard Investment Advisory Group, LLC
N/A—709-709-100%$302.3K———
Saranac Partners Ltd
N/A—705-705-100%$300.4K———
Markin Volterra Fund LP
N/A—703-703-100%$299.6K———
Resources Management Corp
N/A—703-703-100%$299.6K———
Sargent Investment Group, LLC
N/A—695-695-100%$296.3K———
Novare Capital Management LLC
N/A—695-695-100%$296.2K———
Daner Wealth Management, LLC
N/A—695-695-100%$315.1K———
Sequent Planning LLC
N/A—686-686-100%$292.1K———
New World Advisors LLC
N/A—671-671-100%$285.9K———
Fielder Capital Group LLC
N/A—668-668-100%$284.6K———
Grand Wealth Management, LLC
N/A—666-666-100%$283.8K———
Dorsey Wright & Associates
N/A—664-664-100%$282.9K———
Paladin Advisory Group, LLC
N/A—663-663-100%$282.5K———
SCS Capital Management LLC
N/A—663-663-100%$282.5K———
GTS Securities LLC
N/A—663-663-100%$282.5K———
Ranch Capital Advisors Inc.
N/A—662-662-100%$282.0K———
Summit Wealth Group, LLC
N/A—661-661-100%$281.7K———
Kilter Group LLC
N/A—658-658-100%$280.4K———
von Borstel & Associates, Inc.
N/A—657-657-100%$279———
Flow Traders U.S. LLC
N/A—652-652-100%$278———
Mendel Capital Management LLC
N/A—650-650-100%$277.0K———
Knightsbridge Asset Management, LLC
N/A—648-648-100%$276.1K———
1492 Capital Management LLC
N/A—647-647-100%$275.7K———
Bernard Wealth Management Corp.
N/A—635-635-100%$270.6K———
Black Swift Group, LLC
N/A—635-635-100%$270.6K———
NI Acquisitions Company, LLC
N/A—633-633-100%$101.2K———
Oxbow Advisors, LLC
N/A—630-630-100%$268.5K———
GKV Capital Management Co., Inc.
N/A—628-628-100%$267.6K———
AlphaGrep UK Ltd
N/A—624-624-100%$265.9K———
BlackDiamond Wealth Management, LLC
N/A—620-620-100%$275.9K———
Basecamp Wealth Advisors LLC
N/A—620-620-100%$264.2K———
East Coast Asset Management, Llc.
N/A—617-617-100%$262.9K———
Crewe Advisors LLC
N/A—610-610-100%$259.9K———
Vance Wealth, LLC
N/A—609-609-100%$259.5K———
Centric Wealth Management
N/A—604-604-100%$255.2K———
Conservest Capital Advisors, Inc.
N/A—603-603-100%$257.0K———
Evernest Financial Advisors, LLC
N/A—602-602-100%$256.5K———
Wescott Financial Advisory Group, LLC
N/A—598-598-100%$254.8K———
Heron Bay Capital Management
N/A—590-590-100%$251.4K———
Castleark Management LLC
N/A—590-590-100%$251.4K———
Kintra Wealth, LLC
N/A—585-585-100%$265.2K———
IAM Advisory, LLC
N/A—584-584-100%$248.9K———
Roble, Belko & Company, Inc
N/A—580-580-100%$247———
Earnest Partners LLC
N/A—580-580-100%$247.2K———
Cascade Financial Partners, LLC
N/A—579-579-100%$246.6K———
Reyl & Cie S.A.
N/A—577-577-100%$206.9K———
Operose Advisors LLC
N/A—568-568-100%$242.0K———
Planning Alternatives LTD
N/A—567-567-100%$241.6K———
Westshore Wealth, LLC
N/A—565-565-100%$240.8K———
Bruce G. Allen Investments, LLC
N/A—564-564-100%$240.3K———
Wood Tarver Financial Group, LLC
N/A—562-562-100%$239———
Sierra Capital LLC
N/A—561-561-100%$239.1K———
Old North State Trust, LLC
N/A—558-558-100%$238———
Centiva Capital, LP
N/A—554-554-100%$236.1K———
Greenwich Wealth Management LLC
N/A—553-553-100%$236———
Truvestments Capital LLC
N/A—552-552-100%$235.1K———
Empire Financial Management Company, LLC
N/A—552-552-100%$235.2K———
Evolve Private Wealth, LLC
N/A—550-550-100%$234.9K———
Ascension Capital Advisors, Inc.
N/A—544-544-100%$231.8K———
Integrity Financial Corp
N/A—544-544-100%$231.8K———
Auxier Asset Management LLC
N/A—544-544-100%$231.8K———
Covington Investment Advisors Inc.
N/A—542-542-100%$231———
Legacy Wealth Managment, LLC
N/A—538-538-100%$229.3K———
Tobias Financial Advisors, Inc.
N/A—536-536-100%$228.4K———
Investment Advisory Group, LLC
N/A—532-532-100%$226.7K———
Parvin Asset Management, LLC
N/A—530-530-100%$225.8K———
Consilio Wealth Advisors, LLC
N/A—530-530-100%$226.1K———
Calydon Capital
N/A—525-525-100%$223.8K———
Goepper Burkhardt LLC
N/A—525-525-100%$223.7K———
Cahill Financial Advisors Inc
N/A—523-523-100%$222.7K———
Twin Peaks Wealth Advisors, LLC
N/A—518-518-100%$220.6K———
Khazanah Nasional Berhad
N/A—517-517-100%$220.3K———
Tribridge Partners Financial LLC
N/A—516-516-100%$205.7K———
Bellwether Advisors, LLC
N/A—515-515-100%$219.5K———
Stonebridge Financial Group, LLC / MO
N/A—515-515-100%$219.4K———
Drucker Wealth 3.0, LLC
N/A—514-514-100%$219.1K———
Kapstone Financial Advisors LLC
N/A—509-509-100%$216.9K———
Second Line Capital, LLC
N/A—509-509-100%$216.7K———
Nicholson Wealth Management Group, LLC
N/A—508-508-100%$216.5K———
K.J. Harrison & Partners Inc
N/A—505-505-100%$215.2K———
WMS Group LLC
N/A—500-500-100%$213.1K———
Cetera Trust Company, N.a
N/A—498-498-100%$212.2K———
Marble Wealth, LLC
N/A—494-494-100%$210.5K———
Keating Financial Advisory Services, Inc.
N/A—491-491-100%$209.2K———
Money Concepts Capital Corp
N/A—489-489-100%$208.4K———
Kickstand Ventures, Llc.
N/A—484-484-100%$206.2K———
Fiduciary Wealth Partners, LLC
N/A—481-481-100%$205.0K———
NewSquare Capital LLC
N/A—479-479-100%$204.1K———
Granite Bay Wealth Management, LLC
N/A—477-477-100%$203———
OneAscent Family Office, LLC
N/A—475-475-100%$202.4K———
German American Bancorp, Inc.
N/A—475-475-100%$202.4K———
Coppell Advisory Solutions LLC
N/A—472-472-100%$247.4K———
Parkwoods Wealth Partners, LLC
N/A—471-471-100%$200.7K———
Guardian Wealth Advisors, LLC / NC
N/A—471-471-100%$200.9K———
Greykasell Wealth Strategies, Inc.
N/A—468-468-100%$199.4K———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—465-465-100%$198.1K———
Corient IA LP
N/A—440-440-100%$187.5K———
Jackson, Grant Investment Advisers, Inc.
N/A—435-435-100%$185.4K———
Tiemann Investment Advisors, LLC
N/A—435-435-100%$185.4K———
Steigerwald, Gordon & Koch Inc.
N/A—431-431-100%$183.8K———
Aberdeen Wealth Management LLC
N/A—400-400-100%$170.4K———
Bravera Wealth
N/A—378-378-100%$161.1K———
Beaird Harris Wealth Management, LLC
N/A—374-374-100%$159.4K———
Prosperity Bancshares Inc
N/A—368-368-100%$156.8K———
Toews Corp
N/A—360-360-100%$153.4K———
Fiduciary Financial Advisors
N/A—350-350-100%$146.7K———
Ameriflex Group, Inc.
N/A—347-347-100%$147.7K———
Westpac Banking Corp
N/A—316-316-100%$134.7K———
FWL Investment Management, LLC
N/A—295-295-100%$125.8K———
Centennial Bank
N/A—285-285-100%$121.4K———
Hurricane Capital Advisors LLC
N/A—260-260-100%$110.8K———
Tripletail Wealth Management, LLC
N/A—250-250-100%$99.6K———
Highland Investment Advisors LLC
N/A—231-231-100%$98.4K———
Chelsea Counsel Co
N/A—220-220-100%$93.7K———
Winch Advisory Services, LLC
N/A—215-215-100%$91.8K———
Avalon Trust Co
N/A—207-207-100%$88.2K———
Harborfront Financial Group LLC
N/A—206-206-100%$87.9K———
Allied Private Wealth LLC
N/A—203-203-100%$81.1K———
Lavaca Capital LLC
N/A—200-200-100%$85.2K———
Basepoint Wealth LLC
N/A—184-184-100%$78.6K———
Financial Life Planners
N/A—181-181-100%$77.2K———
Hollencrest Capital Management
N/A—180-180-100%$76.7K———
TD Capital Management LLC
N/A—174-174-100%$74.2K———
Westend Capital Management, LLC
N/A—166-166-100%$70.7K———
Palladiem, LLC
N/A—165-165-100%$70.2K———
Sittner & Nelson, LLC
N/A—163-163-100%$69.5K———
Wellington-Altus USA Inc.
N/A—157-157-100%$56.2K———
Tiaa Trust, National Association
N/A—157-157-100%$66.9K———
Wellington Grp LLC
N/A—153-153-100%$54.7K———
Walsh & Associates, LLC
N/A—137-137-100%$58.5K———
Evolution Advisers, Inc.
N/A—128-128-100%$54———
Morse Asset Management, Inc
N/A—120-120-100%$51.1K———
Battery Global Advisors, LLC
N/A—119-119-100%$50.7K———
Frazier Financial Advisors, LLC
N/A—107-107-100%$45.6K———
E Fund Management (Hong Kong) Co., Ltd.
N/A—100-100-100%$42.6K———
Loomis Sayles & Co L P
N/A—96-96-100%$40.9K———
Boreal Capital Management LLC
N/A—92-92-100%$39.2K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—88-88-100%$37.5K———
Napier Financial, LLC
N/A—84-84-100%$35.8K———
Dunhill Financial, LLC
N/A—84-84-100%$35.9K———
Synergy Investment Management, LLC
N/A—83-83-100%$31.0K———
Raffa Wealth Management, LLC
N/A—81-81-100%$34.5K———
Cbiz Investment Advisory Services, LLC
N/A—80-80-100%$28.6K———
Elequin Capital, LP
N/A—77-77-100%$32.8K———
BOK Financial Private Wealth, Inc.
N/A—76-76-100%$32.4K———
Cornerstone Financial Management LLC
N/A—76-76-100%$32.4K———
Bollard Group LLC
N/A—69-69-100%$29———
Manning & Napier Advisors LLC
N/A—65-65-100%$26.5K———
1 North Wealth Services LLC
N/A—63-63-100%$26.8K———
Rexford Capital Inc
N/A—61-61-100%$26.0K———
Meramec Financial Planners, LLC
N/A—60-60-100%$23.9K———
Security National Bank of SO DAK
N/A—60-60-100%$25.6K———
IMA Advisory Services, Inc.
N/A—53-53-100%$22.6K———
Mark Sheptoff Financial Planning, LLC
N/A—50-50-100%$21.3K———
Measured Wealth Private Client Group, LLC
N/A—49-49-100%$20.9K———
Longview Financial Advisors LLC
N/A—49-49-100%$20.9K———
Medallion Wealth Advisors, LLC
N/A—46-46-100%$19.6K———
PIN OAK Investment Advisors Inc
N/A—44-44-100%$19———
Dogwood Wealth Management LLC
N/A—44-44-100%$18.7K———
Consultiva Wealth Management, Corp.
N/A—42-42-100%$17.9K———
Osbon Capital Management LLC
N/A—41-41-100%$17.5K———
Coston, McIsaac & Partners
N/A—40-40-100%$17———
Imprint Wealth LLC
N/A—40-40-100%$17.0K———
Atomic Invest LLC
N/A—40-40-100%$16.5K———
Mcguire Capital Advisors Inc
N/A—39-39-100%$16.6K———
Riverview Trust Co
N/A—39-39-100%$16.6K———
HighMark Wealth Management LLC
N/A—36-36-100%$15.3K———
LGT Financial Advisors LLC
N/A—35-35-100%$14.9K———
Penserra Capital Management LLC
N/A—33-33-100%$14———
Financial Gravity Companies, Inc.
N/A—32-32-100%$13.6K———
Longfellow Investment Management Co LLC
N/A—31-31-100%$13.2K———
Oakmont Advisory Group, LLC
N/A—30-30-100%$12.8K———
Quarry LP
N/A—30-30-100%$12.8K———
Bard Associates Inc
N/A—28-28-100%$11.9K———
HFM Investment Advisors, LLC
N/A—27-27-100%$11.5K———
Nova Wealth Management, Inc.
N/A—27-27-100%$11.6K———
Addison Advisors LLC
N/A—26-26-100%$11.1K———
Regatta Research & Money Management
N/A—25-25-100%$10.6K———
Mpwm Advisory Solutions, LLC
N/A—25-25-100%$10.7K———
Caldwell Sutter Capital, Inc.
N/A—23-23-100%$9.8K———
Ogorek Anthony Joseph
N/A—20-20-100%$8———
Caitlin John, LLC
N/A—20-20-100%$8.5K———
Swan Capital LLC
N/A—20-20-100%$8.5K———
Corsicana & Co.
N/A—18-18-100%$7.7K———
Strive Financial Group,LLC
N/A—18-18-100%$7.7K———
Tidemark, LLC
N/A—18-18-100%$7.7K———
Pinney & Scofield, Inc.
N/A—16-16-100%$6.8K———
Strategic Wealth Advisors LLC
N/A—16-16-100%$5———
Luminist Capital LLC
N/A—14-14-100%$6.0K———
Leo H. Evart, Inc.
N/A—14-14-100%$6.0K———
PlanVest Financial, Inc
N/A—13-13-100%$5.5K———
Benson Wealth Management Inc
N/A—10-10-100%$4.3K———
Berkshire Capital Holdings Inc
N/A—10-10-100%$4.3K———
Silicon Valley Capital Partners
N/A—10-10-100%$4.3K———
IQ EQ Fund Management (Singapore) Private Ltd
N/A—10-10-100%$4.3K———
Philadelphia Investment Partners, LLC
N/A—9-9-100%$3.8K———
N.E.W. Advisory Services LLC
N/A—9-9-100%$3.8K———
Broadwater Capital Management LLC
N/A—8-8-100%$3.4K———
Strategic Investment Solutions, Inc.
N/A—7-7-100%$3.0K———
Copia Wealth Management
N/A—7-7-100%$3.0K———
Three Bearings Fiduciary Advisors, Inc.
N/A—7-7-100%$3.0K———
WealthCollab, LLC
N/A—6-6-100%$2.6K———
Seneschal Advisors, LLC
N/A—6-6-100%$2.6K———
Atlantic Private Wealth, LLC
N/A—4-4-100%$1.7K———
Investors Portfolio Services LLC
N/A—3-3-100%$1.4K———
Peak6 LLC
N/A—2-2-100%$815———
Cordant, Inc.
N/A—2-2-100%$848———
Ross\johnson & Associates LLC
N/A—1-1-100%$426———
Showing 2806 of 2806 institutions