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Medtronic PLC (MDT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Bank of New York Mellon Corp
INCREASED
Shares15,946,973 from 14,694,253
Change+1,252,720 (+9%)
Value$1.4B (+$226.5M)
Filed 2026-11-05
Dimensional Fund Advisors LP
INCREASED
Shares7,461,527 from 7,411,228
Change+50,299 (+1%)
Value$643.9M (+$63.9M)
Filed 2026-11-04
M&G Plc
DECREASED
Shares3,716,148 from 3,901,694
Change-185,546 (-5%)
Value$319.6M (+$15.3M)
Filed 2026-11-04
Beutel, Goodman & Co Ltd.
DECREASED
Shares3,662,088 from 3,922,276
Change-260,188 (-7%)
Value$316.0K (+$9.2K)
Filed 2026-11-04
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares3,376,230 from 3,210,519
Change+165,711 (+5%)
Value$291.3M (+$40.2M)
Filed 2026-11-05
DekaBank Deutsche Girozentrale
INCREASED
Shares3,286,405 from 2,351,765
Change+934,640 (+40%)
Value$286.3K (+$86.1K)
Filed 2026-10-27
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares3,172,596 from 3,291,183
Change-118,587 (-4%)
Value$273.8M (+$16.3M)
Filed 2026-10-29
Pzena Investment Management LLC
DECREASED
Shares3,078,785 from 3,147,999
Change-69,214 (-2%)
Value$265.7M (+$19.4M)
Filed 2026-10-30
Fort Washington Investment Advisors Inc
DECREASED
Shares2,533,452 from 2,627,177
Change-93,725 (-4%)
Value$218.6M (+$13.1M)
Filed 2026-10-15
Guinness Asset Management LTD
DECREASED
Shares2,510,588 from 2,584,951
Change-74,363 (-3%)
Value$216.6M (+$15.2M)
Filed 2026-11-05
ProShare Advisors LLC
INCREASED
Shares2,231,555 from 2,182,867
Change+48,688 (+2%)
Value$192.6M (+$21.8M)
Filed 2026-10-29
Equity Investment Corp
DECREASED
Shares2,066,121 from 2,070,582
Change-4,461 (0%)
Value$178.3M (+$16.3M)
Filed 2026-11-04
Citigroup Inc
INCREASED
Shares2,015,093 from 1,848,092
Change+167,001 (+9%)
Value$173.9M (+$29.3M)
Filed 2026-11-04
Flossbach VON Storch SE
INCREASED
Shares1,892,980 from 1,089,386
Change+803,594 (+74%)
Value$163.3M (+$78.1M)
Filed 2026-10-28
Principal Financial Group Inc
DECREASED
Shares1,778,754 from 2,151,376
Change-372,622 (-17%)
Value$153.5M (-$14.8M)
Filed 2026-11-02
Lazard Freres Gestion S.A.S.
INCREASED
Shares1,637,655 from 1,570,835
Change+66,820 (+4%)
Value$141.3K (+$18.4K)
Filed 2026-11-03
Vontobel Holding Ltd.
INCREASED
Shares1,611,029 from 1,364,726
Change+246,303 (+18%)
Value$139.0M (+$32.3M)
Filed 2026-10-16
Saratoga Research & Investment Management
INCREASED
Shares1,211,146 from 1,203,285
Change+7,861 (+1%)
Value$104.5M (+$10.4M)
Filed 2026-10-16
CIBC Asset Management Inc
INCREASED
Shares1,191,531 from 1,146,973
Change+44,558 (+4%)
Value$102.8M (+$13.1M)
Filed 2026-11-05
Summit Securities Group LLC
INCREASED
Shares1,106,532 from 985
Change+1,105,547 (+112238%)
Value$95.5M (+$95.4M)
Filed 2026-11-05
Davenport & Co LLC
DECREASED
Shares1,098,342 from 1,098,548
Change-206 (0%)
Value$95.0M (+$8.3M)
Filed 2026-10-14
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares1,062,502 from 921,461
Change+141,041 (+15%)
Value$84.0M (+$14.3M)
Filed 2026-10-13
Bank Julius Baer & Co. Ltd, Zurich
INCREASED
Shares1,035,862 from 1,024,935
Change+10,927 (+1%)
Value$89.5M (+$8.8M)
Filed 2026-10-29
US Bancorp \de\
DECREASED
Shares997,832 from 1,077,037
Change-79,205 (-7%)
Value$86.1M (+$1.8M)
Filed 2026-11-05
Truist Financial Corp
DECREASED
Shares961,316 from 1,205,777
Change-244,461 (-20%)
Value$83.0M (-$11.4M)
Filed 2026-10-30
New York State Teachers Retirement System
DECREASED
Shares961,110 from 1,005,562
Change-44,452 (-4%)
Value$82.9K (+$4.3K)
Filed 2026-10-22
MacKenzie Financial Corp
DECREASED
Shares952,035 from 1,210,929
Change-258,894 (-21%)
Value$82.2M (-$12.6M)
Filed 2026-11-02
Allspring Global Investments Holdings, LLC
DECREASED
Shares884,577 from 902,134
Change-17,557 (-2%)
Value$76.5M (+$5.0M)
Filed 2026-11-04
Congress Asset Management Co
NEW
Shares883,081
Change+883,081
Value$76.2M
Filed 2026-10-06
Assetmark, Inc
INCREASED
Shares874,892 from 815,888
Change+59,004 (+7%)
Value$75.5M (+$11.7M)
Filed 2026-10-21
Miller Howard Investments Inc
DECREASED
Shares848,325 from 851,494
Change-3,169 (0%)
Value$73.2M (+$6.6M)
Filed 2026-10-26
Todd Asset Management LLC
DECREASED
Shares786,687 from 849,171
Change-62,484 (-7%)
Value$67.9M (+$1.5M)
Filed 2026-10-27
Swedbank AB
INCREASED
Shares765,112 from 637,025
Change+128,087 (+20%)
Value$66.0M (+$16.2M)
Filed 2026-10-27
Pictet Asset Management Holding SA
DECREASED
Shares707,322 from 1,147,659
Change-440,337 (-38%)
Value$61.0M (-$28.8M)
Filed 2026-11-03
Oppenheimer Asset Management Inc.
INCREASED
Shares645,442 from 597,429
Change+48,013 (+8%)
Value$55.7M (+$9.0M)
Filed 2026-10-27
Vest Financial, LLC
INCREASED
Shares639,468 from 633,720
Change+5,748 (+1%)
Value$55.2M (+$5.6M)
Filed 2026-10-21
Creative Planning
INCREASED
Shares632,004 from 457,500
Change+174,504 (+38%)
Value$54.5M (+$18.7M)
Filed 2026-11-02
Exchange Traded Concepts, LLC
INCREASED
Shares615,909 from 552,260
Change+63,649 (+12%)
Value$53.1M (+$9.9M)
Filed 2026-10-28
Cambiar Investors LLC
DECREASED
Shares604,860 from 612,194
Change-7,334 (-1%)
Value$52.2M (+$4.3M)
Filed 2026-11-04
Asset Management One Co., Ltd.
INCREASED
Shares579,803 from 563,263
Change+16,540 (+3%)
Value$50.0M (+$6.0M)
Filed 2026-10-27
Commonwealth Equity Services, LLC
INCREASED
Shares572,557 from 551,423
Change+21,134 (+4%)
Value$49.4M (+$6.3M)
Filed 2026-11-02
Thrivent Financial for Lutherans
DECREASED
Shares489,131 from 532,992
Change-43,861 (-8%)
Value$42.2K (+$507)
Filed 2026-11-05
Keybank National Association
INCREASED
Shares486,673 from 472,645
Change+14,028 (+3%)
Value$42.0M (+$5.0M)
Filed 2026-11-04
Cooke & Bieler LP
DECREASED
Shares477,037 from 799,208
Change-322,171 (-40%)
Value$41.2M (-$21.4M)
Filed 2026-10-21
Strs Ohio
DECREASED
Shares470,728 from 494,498
Change-23,770 (-5%)
Value$40.6M (+$1.9M)
Filed 2026-10-30
WestEnd Advisors, LLC
INCREASED
Shares454,423 from 382,943
Change+71,480 (+19%)
Value$39.2M (+$9.3M)
Filed 2026-10-27
Gradient Investments LLC
DECREASED
Shares452,838 from 496,513
Change-43,675 (-9%)
Value$39.1M (+$233.2K)
Filed 2026-10-08
Calamos Advisors LLC
INCREASED
Shares431,920 from 425,833
Change+6,087 (+1%)
Value$37.3M (+$4.0M)
Filed 2026-11-02
Matrix Asset Advisors Inc
DECREASED
Shares426,624 from 433,672
Change-7,048 (-2%)
Value$36.8M (+$2.9M)
Filed 2026-10-13
Willis Investment Counsel
INCREASED
Shares423,859 from 414,539
Change+9,320 (+2%)
Value$36.6M (+$4.1M)
Filed 2026-10-20
Kestra Advisory Services, LLC
INCREASED
Shares422,756 from 413,897
Change+8,859 (+2%)
Value$36.5M (+$4.1M)
Filed 2026-11-02
KBC Group NV
DECREASED
Shares418,260 from 651,252
Change-232,992 (-36%)
Value$36.1K (-$14.9K)
Filed 2026-10-22
State of New Jersey Common Pension Fund D
DECREASED
Shares416,426 from 417,387
Change-961 (0%)
Value$35.9M (+$3.3M)
Filed 2026-11-05
Nippon Life Global Investors Americas, Inc.
DECREASED
Shares404,280 from 471,190
Change-66,910 (-14%)
Value$35.2M (-$2.0M)
Filed 2026-10-29
SEB Asset Management AB
INCREASED
Shares384,332 from 367,665
Change+16,667 (+5%)
Value$33.2M (+$4.4M)
Filed 2026-11-04
Daiwa Securities Group Inc.
INCREASED
Shares379,046 from 294,003
Change+85,043 (+29%)
Value$32.7M (+$9.7M)
Filed 2026-10-29
Czech National Bank
INCREASED
Shares367,788 from 365,443
Change+2,345 (+1%)
Value$31.7M (+$3.1M)
Filed 2026-10-13
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares366,492 from 320,890
Change+45,602 (+14%)
Value$31.6M (+$6.5M)
Filed 2026-11-03
Arizona State Retirement System
INCREASED
Shares360,039 from 356,254
Change+3,785 (+1%)
Value$31.1M (+$3.2M)
Filed 2026-11-03
Crossmark Global Holdings, Inc.
DECREASED
Shares351,163 from 367,157
Change-15,994 (-4%)
Value$30.3M (+$1.6M)
Filed 2026-10-21
TD Waterhouse Canada Inc.
DECREASED
Shares343,172 from 359,859
Change-16,687 (-5%)
Value$28.6M (+$38.3K)
Filed 2026-10-16
Eubel Brady & Suttman Asset Management Inc
INCREASED
Shares343,047 from 335,820
Change+7,227 (+2%)
Value$29.6K (+$3.3K)
Filed 2026-11-04
Cardinal Capital Management, Inc.
INCREASED
Shares340,500 from 329,175
Change+11,325 (+3%)
Value$29.4M (+$3.6M)
Filed 2026-10-16
Swiss Life Asset Management Ltd
DECREASED
Shares324,307 from 808,757
Change-484,450 (-60%)
Value$28.0M (-$35.3M)
Filed 2026-11-03
IFM Investors Pty Ltd
INCREASED
Shares323,520 from 317,720
Change+5,800 (+2%)
Value$27.9M (+$3.1M)
Filed 2026-10-14
State of Michigan Retirement System
DECREASED
Shares321,598 from 328,698
Change-7,100 (-2%)
Value$27.8M (+$2.0M)
Filed 2026-10-27
Randolph Co Inc
INCREASED
Shares311,002 from 310,757
Change+245 (+0%)
Value$26.8M (+$2.5M)
Filed 2026-10-23
Corda Investment Management, Llc.
INCREASED
Shares307,237 from 296,967
Change+10,270 (+3%)
Value$26.5M (+$3.3M)
Filed 2026-10-22
Nexus Investment Management ULC
DECREASED
Shares303,318 from 303,568
Change-250 (0%)
Value$26.2M (+$2.4M)
Filed 2026-10-27
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED
Shares282,806 from 283,575
Change-769 (0%)
Value$24.4M (+$2.2M)
Filed 2026-11-03
Retirement Systems of Alabama
DECREASED
Shares268,434 from 269,715
Change-1,281 (0%)
Value$23.2M (+$2.1M)
Filed 2026-11-04
Midwest Trust Co
DECREASED
Shares257,460 from 257,916
Change-456 (0%)
Value$22.2M (+$2.0M)
Filed 2026-10-22
Cullen T Bankers, Inc.
DECREASED
Shares255,515 from 267,264
Change-11,749 (-4%)
Value$22.0M (+$1.1M)
Filed 2026-10-28
C WorldWide Group Holding A/S
UNCHANGED
Shares255,000 from 255,000
Change0 (0%)
Value$22.0K (+$2.1K)
Filed 2026-11-04
Yousif Capital Management, LLC
INCREASED
Shares254,477 from 251,659
Change+2,818 (+1%)
Value$22.0M (+$2.3M)
Filed 2026-10-22
Godsey & Gibb, Inc
INCREASED
Shares250,954 from 249,657
Change+1,297 (+1%)
Value$21.7M (+$2.1M)
Filed 2026-10-14
Xponance LLC
INCREASED
Shares250,811 from 239,762
Change+11,049 (+5%)
Value$21.6M (+$2.9M)
Filed 2026-11-03
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED
Shares248,319 from 293,866
Change-45,547 (-15%)
Value$21.4M (-$1.6M)
Filed 2026-10-15
Factory Mutual Insurance Co
DECREASED
Shares246,590 from 313,490
Change-66,900 (-21%)
Value$21.3M (-$3.2M)
Filed 2026-10-30
Neos Investment Management LLC
INCREASED
Shares238,401 from 210,315
Change+28,086 (+13%)
Value$20.6M (+$4.1M)
Filed 2026-11-04
Verity & Verity, LLC
INCREASED
Shares233,795 from 229,707
Change+4,088 (+2%)
Value$20.2M (+$2.2M)
Filed 2026-10-23
Rakuten Investment Management, Inc.
NEW
Shares229,753
Change+229,753
Value$20.0M
Filed 2026-10-30
Badgley Phelps Wealth Managers, LLC
DECREASED
Shares227,636 from 229,163
Change-1,527 (-1%)
Value$19.8M (+$1.7M)
Filed 2026-10-22
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares225,833 from 241,056
Change-15,223 (-6%)
Value$19.5K (+$629)
Filed 2026-11-02
Wilkins Investment Counsel Inc
INCREASED
Shares224,262 from 222,957
Change+1,305 (+1%)
Value$19.4M (+$1.9M)
Filed 2026-11-03
Amalgamated Bank
DECREASED
Shares219,061 from 226,028
Change-6,967 (-3%)
Value$18.9K (+$1.2K)
Filed 2026-10-23
Grimes & Co Wealth Management, LLC
INCREASED
Shares216,289 from 179,580
Change+36,709 (+20%)
Value$18.7M (+$4.6M)
Filed 2026-10-29
Robeco Institutional Asset Management B.V.
DECREASED
Shares211,300 from 235,573
Change-24,273 (-10%)
Value$18.2M (-$195.8K)
Filed 2026-10-20
Illinois Municipal Retirement Fund
DECREASED
Shares209,295 from 218,247
Change-8,952 (-4%)
Value$18.1M (+$986.6K)
Filed 2026-11-05
Financial Perspectives, Inc
DECREASED
Shares206,170 from 212,224
Change-6,054 (-3%)
Value$17.8M (+$1.2M)
Filed 2026-11-03
Fideuram Asset Management (Ireland) dac
INCREASED
Shares206,065 from 132,544
Change+73,521 (+55%)
Value$18.8M (+$7.8M)
Filed 2026-10-29
Davidson Investment Advisors
DECREASED
Shares204,506 from 348,684
Change-144,178 (-41%)
Value$17.6M (-$9.6M)
Filed 2026-10-20
Wallington Asset Management, LLC
DECREASED
Shares193,003 from 195,338
Change-2,335 (-1%)
Value$16.7M (+$1.4M)
Filed 2026-11-04
Adams Diversified Equity Fund, Inc.
UNCHANGED
Shares192,900 from 192,900
Change0 (0%)
Value$16.6M (+$1.6M)
Filed 2026-10-21
Ethic Inc.
INCREASED
Shares192,815 from 158,467
Change+34,348 (+22%)
Value$16.6M (+$4.2M)
Filed 2026-11-03
Atria Investments, Inc
INCREASED
Shares188,012 from 156,519
Change+31,493 (+20%)
Value$16.2M (+$4.0M)
Filed 2026-10-15
D.A. Davidson & Co.
INCREASED
Shares185,131 from 180,608
Change+4,523 (+3%)
Value$16.0M (+$1.8M)
Filed 2026-10-28
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares183,525 from 181,243
Change+2,282 (+1%)
Value$15.8M (+$1.7M)
Filed 2026-10-20
ABN Amro Investment Solutions
INCREASED
Shares181,325 from 176,006
Change+5,319 (+3%)
Value$15.6M (+$1.9M)
Filed 2026-10-21
F&V Capital Management, LLC
DECREASED
Shares178,452 from 178,802
Change-350 (0%)
Value$15.4K (+$1.4K)
Filed 2026-10-19
Oppenheimer & Co Inc
DECREASED
Shares177,789 from 183,078
Change-5,289 (-3%)
Value$15.3M (+$1.0M)
Filed 2026-10-26
Kimelman & Baird, LLC
INCREASED
Shares176,720 from 163,671
Change+13,049 (+8%)
Value$15.2M (+$2.4M)
Filed 2026-11-03
Stack Financial Management, Inc
DECREASED
Shares174,920 from 178,117
Change-3,197 (-2%)
Value$15.1M (+$1.2M)
Filed 2026-11-02
Argent Capital Management LLC
DECREASED
Shares174,092 from 181,688
Change-7,596 (-4%)
Value$15.0M (+$808.9K)
Filed 2026-10-05
Confluence Investment Management LLC
DECREASED
Shares174,010 from 195,240
Change-21,230 (-11%)
Value$15.0M (-$258.4K)
Filed 2026-10-01
Nepsis Inc.
INCREASED
Shares172,429 from 143,946
Change+28,483 (+20%)
Value$14.9M (+$3.6M)
Filed 2026-10-13
Soltis Investment Advisors LLC
INCREASED
Shares167,746 from 132,646
Change+35,100 (+26%)
Value$14.5M (+$4.1M)
Filed 2026-10-28
Smith Salley Wealth Management
INCREASED
Shares167,626 from 162,575
Change+5,051 (+3%)
Value$14.5M (+$1.7M)
Filed 2026-11-03
Cantor Fitzgerald Investment Advisors L.P.
INCREASED
Shares167,041 from 163,798
Change+3,243 (+2%)
Value$14.4M (+$1.6M)
Filed 2026-10-21
Busey Bank
DECREASED
Shares163,803 from 167,695
Change-3,892 (-2%)
Value$14.1M (+$1.0M)
Filed 2026-10-26
Oregon Public Employees Retirement Fund
DECREASED
Shares157,349 from 157,862
Change-513 (0%)
Value$13.6M (+$1.2M)
Filed 2026-10-30
State of Alaska, Department of Revenue
DECREASED
Shares157,044 from 161,585
Change-4,541 (-3%)
Value$13.6K (+$911)
Filed 2026-10-15
Allied Investment Advisors, LLC
INCREASED
Shares154,429 from 148,273
Change+6,156 (+4%)
Value$13.3M (+$1.7M)
Filed 2026-10-13
Nisa Investment Advisors, LLC
INCREASED
Shares151,403 from 149,850
Change+1,553 (+1%)
Value$13.2M (+$1.3M)
Filed 2026-10-20
Moran Wealth Management, LLC
INCREASED
Shares150,219 from 148,368
Change+1,851 (+1%)
Value$13.0M (+$1.4M)
Filed 2026-10-22
MassMutual Private Wealth & Trust, FSB
INCREASED
Shares149,708 from 130,393
Change+19,315 (+15%)
Value$12.9M (+$2.7M)
Filed 2026-10-05
Stockman Wealth Management, Inc.
INCREASED
Shares149,294 from 147,814
Change+1,480 (+1%)
Value$12.9M (+$1.3M)
Filed 2026-10-27
Fifth Third Bancorp
DECREASED
Shares146,682 from 155,772
Change-9,090 (-6%)
Value$12.7M (+$471.1K)
Filed 2026-11-05
Avanza Fonder AB
INCREASED
Shares143,992 from 126,616
Change+17,376 (+14%)
Value$12.4M (+$2.5M)
Filed 2026-10-13
LEE Danner & Bass Inc
INCREASED
Shares142,037 from 141,701
Change+336 (+0%)
Value$12.3M (+$1.2M)
Filed 2026-10-27
Aegon Asset Management UK PLC
DECREASED
Shares141,683 from 144,550
Change-2,867 (-2%)
Value$12.2M (+$917.7K)
Filed 2026-11-04
Citizens Financial Group Inc
INCREASED
Shares140,351 from 82,274
Change+58,077 (+71%)
Value$12.1M (+$5.7M)
Filed 2026-10-23
Kanawha Capital Management LLC
INCREASED
Shares137,284 from 135,858
Change+1,426 (+1%)
Value$11.8M (+$1.2M)
Filed 2026-10-19
Lmcg Investments, LLC
INCREASED
Shares136,152 from 114,883
Change+21,269 (+19%)
Value$11.7M (+$2.8M)
Filed 2026-10-21
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares135,237 from 140,236
Change-4,999 (-4%)
Value$11.7M (+$699.0K)
Filed 2026-11-04
TD Private Client Wealth LLC
INCREASED
Shares133,882 from 133,648
Change+234 (+0%)
Value$11.6M (+$1.1M)
Filed 2026-10-28
Advocate Group LLC
INCREASED
Shares133,221 from 126,604
Change+6,617 (+5%)
Value$11.5M (+$1.6M)
Filed 2026-10-19
Allen Mooney & Barnes Investment Advisors LLC
INCREASED
Shares131,529 from 130,036
Change+1,493 (+1%)
Value$11.3M (+$1.2M)
Filed 2026-10-08
Farmers & Merchants Investments Inc
DECREASED
Shares131,507 from 133,089
Change-1,582 (-1%)
Value$11.3M (+$936.2K)
Filed 2026-10-22
Mutual of America Capital Management LLC
DECREASED
Shares131,420 from 132,746
Change-1,326 (-1%)
Value$11.3M (+$955.5K)
Filed 2026-10-23
Thompson Siegel & Walmsley LLC
DECREASED
Shares130,316 from 139,007
Change-8,691 (-6%)
Value$11.2K (+$370)
Filed 2026-11-05
Cullen Investment Group, Ltd.
INCREASED
Shares129,321 from 123,864
Change+5,457 (+4%)
Value$11.9M (+$2.2M)
Filed 2026-10-13
RPG Investment Advisory, LLC
DECREASED
Shares128,440 from 228,303
Change-99,863 (-44%)
Value$11.1M (-$6.8M)
Filed 2026-10-21
Northside Capital Management, LLC
DECREASED
Shares126,702 from 126,811
Change-109 (0%)
Value$10.9M (+$1.0M)
Filed 2026-10-13
Noesis Capital Mangement Corp
DECREASED
Shares123,778 from 126,603
Change-2,825 (-2%)
Value$10.7M (+$776.7K)
Filed 2026-10-26
GW Henssler & Associates LTD
INCREASED
Shares123,069 from 121,925
Change+1,144 (+1%)
Value$10.6M (+$1.1M)
Filed 2026-10-26
Woodstock Corp
INCREASED
Shares121,281 from 121,241
Change+40 (+0%)
Value$10.5M (+$980.7K)
Filed 2026-10-13
Nichols & Pratt Advisers LLP
DECREASED
Shares114,913 from 141,131
Change-26,218 (-19%)
Value$9.9M (-$1.1M)
Filed 2026-10-13
Ferguson Wellman Capital Management, Inc
DECREASED
Shares113,136 from 114,782
Change-1,646 (-1%)
Value$9.8M (+$783.1K)
Filed 2026-10-05
Foster Victor Wealth Advisors, LLC
INCREASED
Shares112,467 from 112,374
Change+93 (+0%)
Value$10.4M (+$1.5M)
Filed 2026-10-21
Camden National Bank
DECREASED
Shares112,440 from 112,904
Change-464 (0%)
Value$9.7M (+$870.0K)
Filed 2026-11-02
Cutler Investment Counsel LLC
DECREASED
Shares112,178 from 114,555
Change-2,377 (-2%)
Value$9.8M (+$715.1K)
Filed 2026-10-28
Y-Intercept (Hong Kong) Ltd
INCREASED
Shares110,892 from 5,148
Change+105,744 (+2054%)
Value$9.6M (+$9.2M)
Filed 2026-10-16
HB Wealth Management, LLC
INCREASED
Shares110,456 from 98,948
Change+11,508 (+12%)
Value$9.5M (+$1.8M)
Filed 2026-10-23
Compagnie Lombard Odier SCmA
INCREASED
Shares110,000 from 109,230
Change+770 (+1%)
Value$9.5M (+$946.8K)
Filed 2026-11-04
Diversify Advisory Services, LLC
INCREASED
Shares109,132 from 97,290
Change+11,842 (+12%)
Value$10.4M (+$2.2M)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares109,132 from 97,290
Change+11,842 (+12%)
Value$10.4M (+$2.2M)
Filed 2026-10-20
Mattern Capital Management, LLC
DECREASED
Shares106,818 from 114,041
Change-7,223 (-6%)
Value$9.2M (+$295.9K)
Filed 2026-11-02
NorthCrest Asset Manangement, LLC
INCREASED
Shares105,147 from 92,073
Change+13,074 (+14%)
Value$9.2M (+$1.6M)
Filed 2026-10-13
Value Partners Investments Inc.
UNCHANGED
Shares105,000 from 105,000
Change0 (0%)
Value$9.1M (+$865.6K)
Filed 2026-10-19
ASR Vermogensbeheer N.V.
INCREASED
Shares103,649 from 99,754
Change+3,895 (+4%)
Value$8.9M (+$1.1M)
Filed 2026-10-16
Park National Corp
DECREASED
Shares102,898 from 116,886
Change-13,988 (-12%)
Value$8.9M (-$264.9K)
Filed 2026-10-05
Fourpath Capital Management, LLC
DECREASED
Shares101,174 from 101,418
Change-244 (0%)
Value$8.7M (+$796.4K)
Filed 2026-10-19
Kornitzer Capital Management Inc
DECREASED
Shares100,346 from 103,155
Change-2,809 (-3%)
Value$8.7M (+$589.0K)
Filed 2026-11-03
Lido Advisors, LLC
INCREASED
Shares99,829 from 77,478
Change+22,351 (+29%)
Value$8.6M (+$2.5M)
Filed 2026-11-04
Westchester Capital Management, Inc.
DECREASED
Shares99,055 from 99,190
Change-135 (0%)
Value$8.5M (+$787.8K)
Filed 2026-10-23
Washington Trust Co
INCREASED
Shares98,863 from 88,382
Change+10,481 (+12%)
Value$8.5M (+$1.6M)
Filed 2026-10-22
Gulf International Bank (UK) Ltd
UNCHANGED
Shares97,474 from 97,474
Change0 (0%)
Value$8.4K (+$786)
Filed 2026-10-20
Pinnacle Associates LTD
INCREASED
Shares97,097 from 93,615
Change+3,482 (+4%)
Value$8.4M (+$1.1M)
Filed 2026-10-20
Associated Banc-Corp
DECREASED
Shares97,013 from 118,886
Change-21,873 (-18%)
Value$8.4M (-$929.2K)
Filed 2026-10-30
Raiffeisen Bank International AG
INCREASED
Shares96,833 from 64,723
Change+32,110 (+50%)
Value$8.4M (+$3.2M)
Filed 2026-10-28
Equitable Trust Co
INCREASED
Shares96,702 from 96,125
Change+577 (+1%)
Value$8.3M (+$824.6K)
Filed 2026-10-13
Veritas Asset Management LLP
UNCHANGED
Shares96,690 from 96,690
Change0 (0%)
Value$8.3M (+$779.3K)
Filed 2026-11-05
Orange Investment Advisors, Inc.
DECREASED
Shares95,692 from 101,692
Change-6,000 (-6%)
Value$8.3M (+$301.9K)
Filed 2026-10-23
Mengis Capital Management, Inc.
DECREASED
Shares95,237 from 96,412
Change-1,175 (-1%)
Value$8.2M (+$675.7K)
Filed 2026-10-13
Monte Financial Group, LLC
DECREASED
Shares94,117 from 94,960
Change-843 (-1%)
Value$8.1M (+$12.7K)
Filed 2026-11-02
Cardinal Capital Management
INCREASED
Shares92,363 from 85,040
Change+7,323 (+9%)
Value$8.0M (+$1.3M)
Filed 2026-10-21
Financial & Tax Architects, LLC
DECREASED
Shares91,345 from 91,508
Change-163 (0%)
Value$7.9M (+$723.5K)
Filed 2026-10-15
Schaper Benz & Wise Investment Counsel Inc
DECREASED
Shares91,288 from 95,188
Change-3,900 (-4%)
Value$7.9M (+$430.7K)
Filed 2026-10-09
Stablepoint Partners, LLC
INCREASED
Shares86,771 from 74,189
Change+12,582 (+17%)
Value$7.5M (+$1.7M)
Filed 2026-11-03
Beacon Investment Advisory Services, Inc.
INCREASED
Shares86,671 from 76,632
Change+10,039 (+13%)
Value$7.5M (+$1.5M)
Filed 2026-10-13
Azzad Asset Management Inc
INCREASED
Shares86,530 from 84,606
Change+1,924 (+2%)
Value$7.5M (+$847.9K)
Filed 2026-11-04
Armstrong Henry H Associates Inc
DECREASED
Shares86,445 from 94,280
Change-7,835 (-8%)
Value$7.5M (+$83.8K)
Filed 2026-10-07
Nicholas Company, Inc.
UNCHANGED
Shares85,735 from 85,735
Change0 (0%)
Value$7.4M (+$691.0K)
Filed 2026-11-05
Franklin, Parlapiano, Turner & Welch, LLC
DECREASED
Shares85,579 from 85,942
Change-363 (0%)
Value$7.4M (+$661.3K)
Filed 2026-10-30
Concurrent Investment Advisors, LLC
INCREASED
Shares82,691 from 66,494
Change+16,197 (+24%)
Value$7.1M (+$428.9K)
Filed 2026-10-16
American National Bank & Trust
DECREASED
Shares82,294 from 89,915
Change-7,621 (-8%)
Value$7.1M (+$67.4K)
Filed 2026-10-07
Greenwood Capital Associates LLC
DECREASED
Shares80,152 from 84,156
Change-4,004 (-5%)
Value$6.9M (+$332.8K)
Filed 2026-10-27
Ledyard National Bank
INCREASED
Shares80,148 from 79,644
Change+504 (+1%)
Value$6.9M (+$685.4K)
Filed 2026-10-21
Kestra Private Wealth Services, LLC
DECREASED
Shares79,811 from 84,879
Change-5,068 (-6%)
Value$6.9M (+$246.8K)
Filed 2026-10-30
WealthBridge Investment Counsel Inc.
DECREASED
Shares79,540 from 80,090
Change-550 (-1%)
Value$6.9K (+$599)
Filed 2026-10-13
Guinness Atkinson Asset Management Inc
DECREASED
Shares79,426 from 80,431
Change-1,005 (-1%)
Value$6.9M (+$561.6K)
Filed 2026-11-05
Maryland State Retirement & Pension System
INCREASED
Shares79,196 from 68,911
Change+10,285 (+15%)
Value$6.8M (+$1.4M)
Filed 2026-11-05
Banque de Luxembourg S.A.
DECREASED
Shares78,852 from 100,738
Change-21,886 (-22%)
Value$6.8M (-$1.1M)
Filed 2026-10-14
Ellsworth Advisors, LLC
INCREASED
Shares78,115 from 74,759
Change+3,356 (+4%)
Value$6.7M (+$724.7K)
Filed 2026-10-15
Benedict Financial Advisors Inc
INCREASED
Shares77,085 from 76,849
Change+236 (+0%)
Value$6.7M (+$639.8K)
Filed 2026-10-07
Wilmington Savings Fund Society, FSB
DECREASED
Shares76,095 from 76,923
Change-828 (-1%)
Value$6.6M (+$548.6K)
Filed 2026-10-23
Hudson Edge Investment Partners Inc.
DECREASED
Shares75,562 from 87,326
Change-11,764 (-13%)
Value$6.5M (-$311.3K)
Filed 2026-10-28
Inspire Trust Co, N.A.
UNCHANGED
Shares75,000 from 75,000
Change0 (0%)
Value$6.5M (+$604.5K)
Filed 2026-11-05
First Nebraska Trust Co
DECREASED
Shares74,422 from 75,647
Change-1,225 (-2%)
Value$6.4M (+$503.7K)
Filed 2026-10-30
Walter Public Investments Inc.
NEW
Shares73,779
Change+73,779
Value$6.4M
Filed 2026-11-05
Addenda Capital Inc.
UNCHANGED
Shares73,000 from 73,000
Change0 (0%)
Value$6.4M (+$588.4K)
Filed 2026-10-13
Altrius Capital Management Inc
INCREASED
Shares72,981 from 70,127
Change+2,854 (+4%)
Value$6.3M (+$811.5K)
Filed 2026-11-05
Two Point Capital Management, Inc.
DECREASED
Shares72,297 from 72,779
Change-482 (-1%)
Value$6.2M (+$545.0K)
Filed 2026-10-16
Sicart Associates LLC
DECREASED
Shares71,814 from 71,922
Change-108 (0%)
Value$6.8M (+$1.2M)
Filed 2026-10-29
American Assets Investment Management, LLC
UNCHANGED
Shares71,632 from 71,632
Change0 (0%)
Value$6.2M (+$577.4K)
Filed 2026-10-30
Woodley Farra Manion Portfolio Management Inc
INCREASED
Shares70,966 from 66,430
Change+4,536 (+7%)
Value$6.2M (+$931.3K)
Filed 2026-11-05
Martin Capital Partners, LLC
INCREASED
Shares70,957 from 70,358
Change+599 (+1%)
Value$6.1M (+$618.7K)
Filed 2026-10-07
Telos Capital Management, Inc.
INCREASED
Shares69,725 from 68,927
Change+798 (+1%)
Value$6.0M (+$624.5K)
Filed 2026-11-02
Hartford Investment Management Co
DECREASED
Shares68,489 from 70,967
Change-2,478 (-3%)
Value$5.9M (+$358.2K)
Filed 2026-11-04
Americana Partners, LLC
INCREASED
Shares68,392 from 63,668
Change+4,724 (+7%)
Value$5.9M (+$920.8K)
Filed 2026-10-28
Fisher Funds Management LTD
INCREASED
Shares68,347 from 49,347
Change+19,000 (+39%)
Value$5.9M (+$2.0M)
Filed 2026-10-13
Tokio Marine Asset Management Co LTD
INCREASED
Shares68,316 from 65,072
Change+3,244 (+5%)
Value$5.9M (+$804.4K)
Filed 2026-10-26
Albion Financial Group
INCREASED
Shares68,300 from 63,236
Change+5,064 (+8%)
Value$5.9M (+$946.6K)
Filed 2026-10-21
Goelzer Investment Management, Inc.
DECREASED
Shares67,294 from 68,242
Change-948 (-1%)
Value$5.8M (+$468.2K)
Filed 2026-10-16
Columbia Asset Management
INCREASED
Shares67,143 from 63,627
Change+3,516 (+6%)
Value$5.8M (+$816.2K)
Filed 2026-10-19
Poehling Capital Management, Inc.
INCREASED
Shares66,419 from 63,386
Change+3,033 (+5%)
Value$5.7M (+$772.6K)
Filed 2026-10-20
Murphy Pohlad Asset Management LLC
INCREASED
Shares66,200 from 64,119
Change+2,081 (+3%)
Value$5.7M (+$696.4K)
Filed 2026-10-22
Generali Asset Management SPA SGR
INCREASED
Shares65,956 from 63,744
Change+2,212 (+3%)
Value$5.7M (+$704.7K)
Filed 2026-10-26
Linscomb Wealth, Inc.
INCREASED
Shares65,935 from 65,599
Change+336 (+1%)
Value$5.7M (+$557.7K)
Filed 2026-11-05
Grandfield & Dodd, LLC
DECREASED
Shares65,661 from 69,225
Change-3,564 (-5%)
Value$5.7M (+$250.4K)
Filed 2026-10-29
Journey Advisory Group, LLC
INCREASED
Shares64,711 from 62,121
Change+2,590 (+4%)
Value$5.6M (+$727.4K)
Filed 2026-11-04
Gilman Hill Asset Management, LLC
INCREASED
Shares64,640 from 63,879
Change+761 (+1%)
Value$5.6M (+$580.6K)
Filed 2026-10-13
Naples Global Advisors, LLC
INCREASED
Shares63,860 from 62,506
Change+1,354 (+2%)
Value$5.6M (+$621.6K)
Filed 2026-11-05
New Mexico Educational Retirement Board
UNCHANGED
Shares63,687 from 63,687
Change0 (0%)
Value$5.5K (+$514)
Filed 2026-11-05
Apollon Wealth Management, LLC
DECREASED
Shares63,548 from 70,557
Change-7,009 (-10%)
Value$5.5M (-$36.2K)
Filed 2026-10-23
Louisiana State Employees Retirement System
DECREASED
Shares63,000 from 65,600
Change-2,600 (-4%)
Value$5.4M (+$304.4K)
Filed 2026-10-20
Smithbridge Asset Management Inc
INCREASED
Shares62,097 from 60,230
Change+1,867 (+3%)
Value$5.4M (+$646.6K)
Filed 2026-10-19
MGO One Seven LLC
DECREASED
Shares61,822 from 63,317
Change-1,495 (-2%)
Value$5.3M (+$381.3K)
Filed 2026-10-28
Tufton Capital Management
DECREASED
Shares61,031 from 61,711
Change-680 (-1%)
Value$5.3K (+$439)
Filed 2026-10-20
Everett Harris & Co
DECREASED
Shares60,913 from 61,038
Change-125 (0%)
Value$5.3M (+$481.2K)
Filed 2026-10-28
DLK Investment Management, LLC
INCREASED
Shares60,890 from 48,481
Change+12,409 (+26%)
Value$5.3M (+$1.4M)
Filed 2026-10-09
Cohen Klingenstein LLC
UNCHANGED
Shares59,677 from 59,677
Change0 (0%)
Value$5.1M (+$481.0K)
Filed 2026-10-15
J.P. Marvel Investment Advisors, LLC
UNCHANGED
Shares59,348 from 59,348
Change0 (0%)
Value$5.1M (+$478.3K)
Filed 2026-11-02
Global Wealth Management Investment Advisory, Inc.
INCREASED
Shares59,343 from 54,915
Change+4,428 (+8%)
Value$5.1M (+$824.7K)
Filed 2026-11-04
Compass Wealth Management LLC
INCREASED
Shares59,165 from 58,574
Change+591 (+1%)
Value$5.1M (+$523.1K)
Filed 2026-10-22
Monarch Capital Management Inc
DECREASED
Shares59,101 from 59,986
Change-885 (-1%)
Value$5.1M (+$406.2K)
Filed 2026-10-19
Hennessy Advisors Inc
DECREASED
Shares58,900 from 90,326
Change-31,426 (-35%)
Value$5.1M (-$2.0M)
Filed 2026-10-28
Butensky & Cohen Financial Security, Inc
INCREASED
Shares58,475 from 57,496
Change+979 (+2%)
Value$5.0M (+$547.9K)
Filed 2026-10-13
Sage Capital Advisors,llc
NEW
Shares58,392
Change+58,392
Value$5.0M
Filed 2026-10-13
RBA Wealth Management, LLC
INCREASED
Shares57,874 from 53,380
Change+4,494 (+8%)
Value$5.0M (+$818.0K)
Filed 2026-10-28
Vise Technologies, Inc.
INCREASED
Shares57,325 from 55,057
Change+2,268 (+4%)
Value$4.9M (+$639.4K)
Filed 2026-10-29
Farther Finance Advisors, LLC
DECREASED
Shares56,909 from 65,993
Change-9,084 (-14%)
Value$4.9M (-$255.6K)
Filed 2026-10-08
Palisade Asset Management, LLC
INCREASED
Shares56,794 from 52,744
Change+4,050 (+8%)
Value$4.9M (+$774.6K)
Filed 2026-11-03
Park Avenue Securities LLC
INCREASED
Shares55,811 from 53,905
Change+1,906 (+4%)
Value$4.8K (+$599)
Filed 2026-10-26
Klein Pavlis & Peasley Financial, Inc.
INCREASED
Shares55,252 from 51,778
Change+3,474 (+7%)
Value$4.8M (+$717.1K)
Filed 2026-10-13
Perennial Advisors, LLC
DECREASED
Shares54,999 from 56,098
Change-1,099 (-2%)
Value$4.7M (+$357.3K)
Filed 2026-10-13
Plato Investment Management Ltd
INCREASED
Shares54,688 from 46,948
Change+7,740 (+16%)
Value$4.7M (+$1.1M)
Filed 2026-11-05
IFP Advisors, Inc
INCREASED
Shares54,631 from 50,426
Change+4,205 (+8%)
Value$4.7M (+$769.3K)
Filed 2026-10-16
Stonebridge Financial Group, LLC
INCREASED
Shares54,227 from 54,010
Change+217 (+0%)
Value$4.7M (+$454.1K)
Filed 2026-10-01
Valley Wealth Managers, Inc.
INCREASED
Shares54,193 from 52,562
Change+1,631 (+3%)
Value$4.7M (+$564.4K)
Filed 2026-10-09
Toth Financial Advisory Corp
DECREASED
Shares53,817 from 56,404
Change-2,587 (-5%)
Value$4.6M (+$231.4K)
Filed 2026-10-08
Old North State Wealth Management, LLC
INCREASED
Shares53,696 from 51,798
Change+1,898 (+4%)
Value$4.6M (+$581.5K)
Filed 2026-10-22
Brookstone Capital Management
INCREASED
Shares53,110 from 27,821
Change+25,289 (+91%)
Value$4.6M (+$2.4M)
Filed 2026-10-22
GHP Investment Advisors, Inc.
INCREASED
Shares52,666 from 51,057
Change+1,609 (+3%)
Value$4.5M (+$550.4K)
Filed 2026-10-15
Virginia Retirement Systems ET Al
UNCHANGED
Shares52,300 from 52,300
Change0 (0%)
Value$4.5M (+$421.5K)
Filed 2026-10-28
Parthenon LLC
DECREASED
Shares52,017 from 59,803
Change-7,786 (-13%)
Value$4.5M (-$189.8K)
Filed 2026-10-22
Wedbush Securities Inc
DECREASED
Shares51,323 from 52,143
Change-820 (-2%)
Value$4.4K (+$350)
Filed 2026-10-22
Advisors Management Group Inc
DECREASED
Shares51,211 from 52,512
Change-1,301 (-2%)
Value$4.4K (+$310)
Filed 2026-11-05
W.G. Shaheen & Associates DBA Whitney & Co
INCREASED
Shares51,209 from 47,995
Change+3,214 (+7%)
Value$4.4M (+$664.2K)
Filed 2026-11-03
Hedeker Wealth, LLC
INCREASED
Shares51,052 from 30,282
Change+20,770 (+69%)
Value$4.4M (+$2.0M)
Filed 2026-10-23
apricus wealth, LLC
INCREASED
Shares50,635 from 34,015
Change+16,620 (+49%)
Value$4.4M (+$1.7M)
Filed 2026-10-26
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares49,893 from 39,917
Change+9,976 (+25%)
Value$4.3M (+$1.2M)
Filed 2026-10-14
NovaPoint Capital, LLC
INCREASED
Shares49,873 from 48,884
Change+989 (+2%)
Value$4.3M (+$479.4K)
Filed 2026-10-22
JB Capital LLC
DECREASED
Shares49,663 from 71,678
Change-22,015 (-31%)
Value$4.3M (-$1.3M)
Filed 2026-10-19
Kintegral Advisory, LLC
INCREASED
Shares49,276 from 48,998
Change+278 (+1%)
Value$4.3M (+$419.1K)
Filed 2026-10-16
Choreo, LLC
INCREASED
Shares48,962 from 42,398
Change+6,564 (+15%)
Value$4.2M (+$902.6K)
Filed 2026-10-28
Glenview Trust Co
INCREASED
Shares48,703 from 48,066
Change+637 (+1%)
Value$4.2M (+$442.4K)
Filed 2026-10-28
Clear Trail Advisors, LLC
DECREASED
Shares48,476 from 49,121
Change-645 (-1%)
Value$4.2M (+$340.2K)
Filed 2026-10-20
Heritage Investors Management Corp
DECREASED
Shares48,356 from 57,741
Change-9,385 (-16%)
Value$4.2K (-$344)
Filed 2026-10-29
Somerset Trust Co
DECREASED
Shares48,249 from 48,273
Change-24 (0%)
Value$4.2M (+$387.0K)
Filed 2026-10-13
Autumn Glory Partners, LLC
INCREASED
Shares48,050 from 48,026
Change+24 (+0%)
Value$4.1M (+$389.2K)
Filed 2026-10-26
AGF Management LTD
INCREASED
Shares47,913 from 3,983
Change+43,930 (+1103%)
Value$4.1M (+$3.8M)
Filed 2026-11-03
Hanson & Doremus Investment Management
DECREASED
Shares47,736 from 48,578
Change-842 (-2%)
Value$4.1K (+$319)
Filed 2026-10-16
Larson Financial Group LLC
INCREASED
Shares47,643 from 42,547
Change+5,096 (+12%)
Value$4.1M (+$782.7K)
Filed 2026-11-05
Hamilton Point Investment Advisors, LLC
INCREASED
Shares47,109 from 46,945
Change+164 (+0%)
Value$4.1M (+$392.6K)
Filed 2026-11-03
JGP Wealth Management, LLC
DECREASED
Shares46,708 from 46,750
Change-42 (0%)
Value$4.0M (+$373.2K)
Filed 2026-10-13
Lanark Financial, Inc.
DECREASED
Shares45,423 from 47,565
Change-2,142 (-4%)
Value$3.9M (+$198.5K)
Filed 2026-10-26
Avidian Wealth Enterprises, LLC
DECREASED
Shares45,338 from 52,708
Change-7,370 (-14%)
Value$3.9M (-$211.2K)
Filed 2026-10-08
Machina Capital S.A.S.
NEW
Shares45,239
Change+45,239
Value$3.9M
Filed 2026-11-05
Robinson Value Management, Ltd.
DECREASED
Shares45,208 from 51,525
Change-6,317 (-12%)
Value$3.9M (-$129.8K)
Filed 2026-10-20
Trilogy Capital Inc.
INCREASED
Shares45,029 from 41,322
Change+3,707 (+9%)
Value$3.9M (+$652.9K)
Filed 2026-10-20
Sivik Global Healthcare LLC
NEW
Shares45,000
Change+45,000
Value$3.9M
Filed 2026-10-13
Decker Wealth Management LLC
INCREASED
Shares44,307 from 43,076
Change+1,231 (+3%)
Value$3.8M (+$453.4K)
Filed 2026-10-09
Alps Advisors Inc
INCREASED
Shares43,963 from 31,458
Change+12,505 (+40%)
Value$3.8M (+$1.3M)
Filed 2026-11-03
BAR Harbor Wealth Management
DECREASED
Shares43,402 from 44,254
Change-852 (-2%)
Value$3.7M (+$283.2K)
Filed 2026-10-21
First Pacific Financial
INCREASED
Shares43,214 from 42,850
Change+364 (+1%)
Value$3.7M (+$376.8K)
Filed 2026-10-14
Spring Capital Management, LLC
INCREASED
Shares42,915 from 42,477
Change+438 (+1%)
Value$3.7M (+$380.2K)
Filed 2026-10-09
Hengehold Capital Management LLC
INCREASED
Shares42,768 from 42,035
Change+733 (+2%)
Value$3.7M (+$402.1K)
Filed 2026-10-16
ASO Group Ltd
UNCHANGED
Shares41,914 from 41,914
Change0 (0%)
Value$3.6K (+$338)
Filed 2026-11-05
First National Trust Co
DECREASED
Shares41,805 from 42,902
Change-1,097 (-3%)
Value$3.6M (+$251.1K)
Filed 2026-10-28
Portside Wealth Group, LLC
INCREASED
Shares41,545 from 38,323
Change+3,222 (+8%)
Value$3.6M (+$586.9K)
Filed 2026-10-20
GAM Holding AG
DECREASED
Shares41,255 from 44,793
Change-3,538 (-8%)
Value$3.6M (+$55.7K)
Filed 2026-11-03
J.W. Cole Advisors, Inc.
DECREASED
Shares41,248 from 43,207
Change-1,959 (-5%)
Value$3.6M (+$179.2K)
Filed 2026-11-05
Tctc Holdings, LLC
DECREASED
Shares41,188 from 42,088
Change-900 (-2%)
Value$3.6M (+$261.6K)
Filed 2026-11-02
Northcape Wealth Management, LLC
INCREASED
Shares41,004 from 40,299
Change+705 (+2%)
Value$3.5M (+$385.6K)
Filed 2026-11-04
Praxis Investment Management Inc
INCREASED
Shares40,848 from 37,569
Change+3,279 (+9%)
Value$3.5K (+$586)
Filed 2026-11-03
GC Wealth Management RIA, LLC
INCREASED
Shares40,777 from 34,679
Change+6,098 (+18%)
Value$3.5M (+$805.7K)
Filed 2026-11-02
Elevation Point Wealth Partners, LLC
DECREASED
Shares40,745 from 67,499
Change-26,754 (-40%)
Value$3.5M (-$1.8M)
Filed 2026-11-05
Dmkc Advisory Services, LLC
INCREASED
Shares40,545 from 37,496
Change+3,049 (+8%)
Value$3.5M (+$565.3K)
Filed 2026-11-04
Simon Quick Advisors, LLC
DECREASED
Shares40,456 from 44,368
Change-3,912 (-9%)
Value$3.5M (+$20.0K)
Filed 2026-10-26
Brighton Jones LLC
INCREASED
Shares40,425 from 21,632
Change+18,793 (+87%)
Value$3.5M (+$1.8M)
Filed 2026-11-03
Bochk Asset Management Ltd
NEW
Shares40,000
Change+40,000
Value$3.5M
Filed 2026-10-29
Arnhold LLC
UNCHANGED
Shares39,819 from 39,819
Change0 (0%)
Value$3.4M (+$320.9K)
Filed 2026-10-26
Cullinan Associates Inc
DECREASED
Shares39,753 from 43,157
Change-3,404 (-8%)
Value$3.4M (+$54.1K)
Filed 2026-11-03
Oak Asset Management, LLC
DECREASED
Shares39,470 from 40,265
Change-795 (-2%)
Value$3.4M (+$255.9K)
Filed 2026-10-13
North Dakota State Investment Board
INCREASED
Shares39,286 from 38,133
Change+1,153 (+3%)
Value$3.4M (+$406.8K)
Filed 2026-10-27
Argyle Capital Management, LLC
INCREASED
Shares39,215 from 39,190
Change+25 (+0%)
Value$3.4M (+$318.0K)
Filed 2026-10-28
Robeco Schweiz AG
UNCHANGED
Shares39,199 from 39,199
Change0 (0%)
Value$3.4M (+$315.9K)
Filed 2026-10-23
Courier Capital LLC
INCREASED
Shares39,030 from 38,779
Change+251 (+1%)
Value$3.4M (+$334.2K)
Filed 2026-10-19
Ashton Thomas Private Wealth, LLC
INCREASED
Shares39,013 from 33,585
Change+5,428 (+16%)
Value$3.4M (+$739.0K)
Filed 2026-11-03
Augustine Asset Management Inc
INCREASED
Shares38,890 from 38,644
Change+246 (+1%)
Value$3.4M (+$332.7K)
Filed 2026-10-13
Barnes Dennig Private Wealth Management LLC
DECREASED
Shares38,778 from 39,021
Change-243 (-1%)
Value$3.3M (+$293.5K)
Filed 2026-10-30
LaFleur & Godfrey LLC
DECREASED
Shares38,246 from 43,028
Change-4,782 (-11%)
Value$3.3M (-$65.8K)
Filed 2026-10-27
First Financial Bank - Trust Division
INCREASED
Shares37,197 from 35,657
Change+1,540 (+4%)
Value$3.2M (+$420.3K)
Filed 2026-10-01
Knights of Columbus Asset Advisors LLC
NEW
Shares36,766
Change+36,766
Value$3.2M
Filed 2026-11-05
Bahl & Gaynor LLC
INCREASED
Shares36,647 from 36,082
Change+565 (+2%)
Value$3.2M (+$339.6K)
Filed 2026-11-05
Gold Investment Management Ltd.
INCREASED
Shares36,496 from 33,370
Change+3,126 (+9%)
Value$3.1M (+$538.7K)
Filed 2026-10-19
Community Trust & Investment Co
DECREASED
Shares36,432 from 38,403
Change-1,971 (-5%)
Value$3.1M (+$139.5K)
Filed 2026-10-15
Leelyn Smith, LLC
INCREASED
Shares36,205 from 34,849
Change+1,356 (+4%)
Value$3.1M (+$397.9K)
Filed 2026-11-03
Financial Advisory Partners, LLC
DECREASED
Shares36,013 from 36,159
Change-146 (0%)
Value$3.1M (+$278.8K)
Filed 2026-10-23
First Bank & Trust
INCREASED
Shares35,848 from 24,967
Change+10,881 (+44%)
Value$3.1M (+$1.1M)
Filed 2026-10-19
Virginia Wealth Management Group, Inc.
INCREASED
Shares35,398 from 34,859
Change+539 (+2%)
Value$3.1M (+$327.5K)
Filed 2026-10-14
Corbyn Investment Management Inc
DECREASED
Shares35,374 from 36,343
Change-969 (-3%)
Value$3.1M (+$209.3K)
Filed 2026-10-30
Verdence Capital Advisors LLC
INCREASED
Shares35,243 from 32,300
Change+2,943 (+9%)
Value$3.0M (+$514.3K)
Filed 2026-10-26
GF Fund Management Co. Ltd.
UNCHANGED
Shares35,120 from 35,120
Change0 (0%)
Value$3.0M (+$283.1K)
Filed 2026-10-26
Assenagon Asset Management S.A.
INCREASED
Shares35,047 from 33,621
Change+1,426 (+4%)
Value$3.0M (+$394.0K)
Filed 2026-10-15
MH & Associates Securities Management Corp
INCREASED
Shares35,004 from 34,854
Change+150 (+0%)
Value$3.0M (+$293.9K)
Filed 2026-10-30
Uncommon Cents Investing Inc
DECREASED
Shares34,953 from 35,093
Change-140 (0%)
Value$3.0M (+$270.8K)
Filed 2026-10-20
Franklin Street Advisors Inc
DECREASED
Shares34,917 from 37,099
Change-2,182 (-6%)
Value$3.0M (+$110.7K)
Filed 2026-10-13
Signet Investment Advisory Group, Inc.
INCREASED
Shares34,828 from 33,471
Change+1,357 (+4%)
Value$3.0M (+$386.9K)
Filed 2026-10-30
Oarsman Capital, Inc.
DECREASED
Shares34,493 from 34,779
Change-286 (-1%)
Value$3.0M (+$255.6K)
Filed 2026-11-05
Focus Financial Network, Inc.
INCREASED
Shares34,235 from 30,863
Change+3,372 (+11%)
Value$3.0M (+$539.7K)
Filed 2026-10-14
Gamma Investing LLC
INCREASED
Shares34,101 from 29,091
Change+5,010 (+17%)
Value$2.9M (+$666.8K)
Filed 2026-10-08
Catalyst Capital Advisors LLC
INCREASED
Shares34,060 from 30,550
Change+3,510 (+11%)
Value$2.9M (+$549.1K)
Filed 2026-11-02
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
INCREASED
Shares33,691 from 14,774
Change+18,917 (+128%)
Value$2.9M (+$1.8M)
Filed 2026-10-22
NTV Asset Management LLC
INCREASED
Shares33,448 from 33,176
Change+272 (+1%)
Value$2.9M (+$290.9K)
Filed 2026-10-23
King Luther Capital Management Corp
INCREASED
Shares33,298 from 32,557
Change+741 (+2%)
Value$2.9M (+$326.4K)
Filed 2026-11-05
Welch & Forbes LLC
DECREASED
Shares33,108 from 34,073
Change-965 (-3%)
Value$2.9M (+$191.4K)
Filed 2026-11-04
CGN Advisors LLC
DECREASED
Shares32,324 from 37,825
Change-5,501 (-15%)
Value$2.8M (-$169.8K)
Filed 2026-10-21
A. D. Beadell Investment Counsel, Inc.
DECREASED
Shares32,035 from 33,630
Change-1,595 (-5%)
Value$2.8K (+$134)
Filed 2026-10-14
Chicago Partners Investment Group LLC
INCREASED
Shares31,979 from 20,060
Change+11,919 (+59%)
Value$3.1M (+$1.4M)
Filed 2026-10-27
Trust Co of Toledo NA
DECREASED
Shares31,830 from 32,025
Change-195 (-1%)
Value$2.7M (+$241.3K)
Filed 2026-10-16
Fulton Bank, N.A.
INCREASED
Shares31,817 from 29,675
Change+2,142 (+7%)
Value$2.7M (+$424.0K)
Filed 2026-10-14
Sigma Planning Corp
DECREASED
Shares31,570 from 36,376
Change-4,806 (-13%)
Value$2.7M (-$122.1K)
Filed 2026-10-23
Trust Co of Vermont
DECREASED
Shares31,393 from 34,434
Change-3,041 (-9%)
Value$2.7M (+$15.1K)
Filed 2026-10-21
Chicago Capital, LLC
INCREASED
Shares31,219 from 31,078
Change+141 (+0%)
Value$2.7M (+$262.7K)
Filed 2026-10-13
Prospera Financial Services Inc
DECREASED
Shares30,777 from 32,791
Change-2,014 (-6%)
Value$3.0M (+$406.9K)
Filed 2026-11-04
Norden Group LLC
INCREASED
Shares30,748 from 27,328
Change+3,420 (+13%)
Value$2.7M (+$515.3K)
Filed 2026-10-20
Raleigh Capital Management Inc.
INCREASED
Shares30,645 from 30,084
Change+561 (+2%)
Value$2.6M (+$290.9K)
Filed 2026-10-28
Platform Technology Partners
INCREASED
Shares30,587 from 29,485
Change+1,102 (+4%)
Value$2.6M (+$332.8K)
Filed 2026-11-02
Dynamic Advisor Solutions LLC
INCREASED
Shares30,418 from 27,591
Change+2,827 (+10%)
Value$2.6M (+$466.3K)
Filed 2026-10-13
Cypress Capital, LLC
INCREASED
Shares30,258 from 29,337
Change+921 (+3%)
Value$2.6M (+$315.9K)
Filed 2026-10-20
Marks Group Wealth Management, Inc
DECREASED
Shares30,063 from 32,980
Change-2,917 (-9%)
Value$2.6M (+$14.1K)
Filed 2026-11-05
Lineweaver Wealth Advisors, LLC
INCREASED
Shares30,053 from 28,604
Change+1,449 (+5%)
Value$2.6M (+$355.6K)
Filed 2026-10-13
Romano Brothers and Company
DECREASED
Shares30,030 from 30,757
Change-727 (-2%)
Value$2.6M (+$185.2K)
Filed 2026-10-22
Granite Group Advisors, LLC
DECREASED
Shares29,946 from 34,798
Change-4,852 (-14%)
Value$2.6M (-$138.2K)
Filed 2026-10-14
Carolina Wealth Advisors, LLC
INCREASED
Shares29,888 from 29,796
Change+92 (+0%)
Value$2.6M (+$248.1K)
Filed 2026-10-23
Great Lakes Retirement, Inc.
INCREASED
Shares29,812 from 29,213
Change+599 (+2%)
Value$2.6M (+$308.5K)
Filed 2026-10-26
Strengthening Families & Communities, LLC
INCREASED
Shares29,559 from 26,749
Change+2,810 (+11%)
Value$2.6M (+$458.1K)
Filed 2026-10-21
Axxion S.A.
INCREASED
Shares29,439 from 12,346
Change+17,093 (+138%)
Value$2.5M (+$1.6M)
Filed 2026-10-22
Appleton Partners Inc
DECREASED
Shares29,348 from 31,102
Change-1,754 (-6%)
Value$2.5K (+$99)
Filed 2026-10-30
Ridgewood Investments LLC
UNCHANGED
Shares29,271 from 29,271
Change0 (0%)
Value$2.5M (+$235.9K)
Filed 2026-10-05
Investment House LLC
DECREASED
Shares28,800 from 33,100
Change-4,300 (-13%)
Value$2.5M (-$104.3K)
Filed 2026-10-21
Florida Trust Wealth Management Co
DECREASED
Shares28,430 from 35,841
Change-7,411 (-21%)
Value$2.5M (-$350.6K)
Filed 2026-11-05
Ritholtz Wealth Management
INCREASED
Shares28,429 from 21,471
Change+6,958 (+32%)
Value$2.5M (+$773.5K)
Filed 2026-11-05
First Citizens Bank & Trust Co
INCREASED
Shares28,387 from 23,081
Change+5,306 (+23%)
Value$2.4M (+$643.9K)
Filed 2026-10-14
Masterinvest Kapitalanlage GmbH
UNCHANGED
Shares28,322 from 28,322
Change0 (0%)
Value$2.4M (+$228.3K)
Filed 2026-11-03
Hennion & Walsh Asset Management, Inc.
DECREASED
Shares28,004 from 28,669
Change-665 (-2%)
Value$2.4M (+$173.7K)
Filed 2026-10-13
LS Investment Advisors, LLC
INCREASED
Shares27,735 from 18,240
Change+9,495 (+52%)
Value$2.4M (+$966.3K)
Filed 2026-10-13
Fiduciary Alliance LLC
INCREASED
Shares27,510 from 7,309
Change+20,201 (+276%)
Value$2.4M (+$1.8M)
Filed 2026-10-13
Cohen Capital Management, Inc.
UNCHANGED
Shares27,102 from 27,102
Change0 (0%)
Value$2.3M (+$218.4K)
Filed 2026-10-14
Oakmont Investment Advisors, Inc.
INCREASED
Shares26,941 from 26,858
Change+83 (+0%)
Value$2.3M (+$223.6K)
Filed 2026-10-21
Meridian Investment Counsel Inc.
DECREASED
Shares26,526 from 26,711
Change-185 (-1%)
Value$2.3M (+$199.3K)
Filed 2026-10-14
Petredis Investment Advisors LLC
INCREASED
Shares26,369 from 26,255
Change+114 (+0%)
Value$2.3M (+$221.5K)
Filed 2026-10-20
Intact Investment Management Inc.
INCREASED
Shares26,040 from 14,640
Change+11,400 (+78%)
Value$2.2M (+$1.1M)
Filed 2026-11-03
Revisor Wealth Management LLC
DECREASED
Shares25,734 from 26,224
Change-490 (-2%)
Value$2.3M (+$280.7K)
Filed 2026-10-20
Sterling Capital Management LLC
INCREASED
Shares25,715 from 25,030
Change+685 (+3%)
Value$2.2M (+$260.9K)
Filed 2026-10-22
Parsons Capital Management Inc
DECREASED
Shares25,565 from 25,990
Change-425 (-2%)
Value$2.2M (+$172.8K)
Filed 2026-10-28
AlphaCore Capital LLC
INCREASED
Shares25,330 from 21,126
Change+4,204 (+20%)
Value$2.2M (+$550.9K)
Filed 2026-11-04
Convergence Investment Partners, LLC
DECREASED
Shares25,285 from 25,339
Change-54 (0%)
Value$2.2M (+$199.6K)
Filed 2026-10-28
Cascade Investment Advisors, Inc.
DECREASED
Shares25,284 from 26,244
Change-960 (-4%)
Value$2.2M (+$128.7K)
Filed 2026-11-02
Krilogy Financial LLC
INCREASED
Shares25,226 from 17,986
Change+7,240 (+40%)
Value$2.3M (+$912.0K)
Filed 2026-10-13
Regions Financial Corp
DECREASED
Shares25,124 from 25,340
Change-216 (-1%)
Value$2.2M (+$185.6K)
Filed 2026-11-05
Regatta Capital Group, LLC
INCREASED
Shares24,542 from 23,420
Change+1,122 (+5%)
Value$2.1M (+$285.6K)
Filed 2026-10-23
Allen Wealth Management, LLC
INCREASED
Shares24,474 from 21,855
Change+2,619 (+12%)
Value$2.1M (+$402.1K)
Filed 2026-10-29
Jnba Financial Advisors
DECREASED
Shares24,410 from 27,701
Change-3,291 (-12%)
Value$2.1M (-$60.7K)
Filed 2026-11-03
Trust Investment Advisors
NEW
Shares24,319
Change+24,319
Value$2.1M
Filed 2026-10-20
Legacy Wealth Asset Management, LLC
INCREASED
Shares24,310 from 23,784
Change+526 (+2%)
Value$2.1M (+$237.1K)
Filed 2026-10-09
Center for Wealth Management Advisory
INCREASED
Shares24,001 from 23,156
Change+845 (+4%)
Value$2.1M (+$259.6K)
Filed 2026-10-23
Synergy Asset Management, LLC
DECREASED
Shares23,863 from 32,771
Change-8,908 (-27%)
Value$2.1M (-$504.5K)
Filed 2026-11-05
HF Advisory Group, LLC
INCREASED
Shares23,577 from 22,412
Change+1,165 (+5%)
Value$2.0M (+$281.1K)
Filed 2026-10-09
Crestwood Advisors Group, LLC
INCREASED
Shares23,561 from 18,296
Change+5,265 (+29%)
Value$2.0M (+$601.8K)
Filed 2026-10-27
Lighthouse Financial Services Inc
DECREASED
Shares23,397 from 23,827
Change-430 (-2%)
Value$2.0M (+$131.8K)
Filed 2026-11-02
Philadelphia Trust Co
DECREASED
Shares23,327 from 23,367
Change-40 (0%)
Value$2.0K (+$185)
Filed 2026-11-05
Ascent Group, LLC
INCREASED
Shares23,220 from 19,265
Change+3,955 (+21%)
Value$2.0M (+$496.6K)
Filed 2026-10-30
Delta Capital Management LLC
INCREASED
Shares22,835 from 22,275
Change+560 (+3%)
Value$2.0K (+$227)
Filed 2026-10-16
OpenArc Corporate Advisory, LLC
INCREASED
Shares22,777 from 21,519
Change+1,258 (+6%)
Value$2.0M (+$282.0K)
Filed 2026-10-21
Community Bank & Trust, Waco, Texas
INCREASED
Shares22,354 from 21,769
Change+585 (+3%)
Value$1.9K (+$226)
Filed 2026-10-19
Boston Trust Walden Corp
DECREASED
Shares22,312 from 23,101
Change-789 (-3%)
Value$1.9M (+$118.1K)
Filed 2026-10-30
Parr Mcknight Wealth Management Group, LLC
DECREASED
Shares22,121 from 23,163
Change-1,042 (-4%)
Value$1.9M (+$96.7K)
Filed 2026-10-30
Sawyer & Company, Inc
DECREASED
Shares21,750 from 22,195
Change-445 (-2%)
Value$1.9M (+$140.5K)
Filed 2026-10-21
Eastern Bank
INCREASED
Shares21,610 from 20,997
Change+613 (+3%)
Value$1.9M (+$222.2K)
Filed 2026-10-05
Rudd Co d/b/a Styre Wealth
NEW
Shares21,078
Change+21,078
Value$2.0M
Filed 2026-10-29
Parallel Advisors, LLC
INCREASED
Shares20,900 from 19,868
Change+1,032 (+5%)
Value$1.8M (+$249.1K)
Filed 2026-11-03
Highland Capital Management, LLC
DECREASED
Shares20,853 from 22,239
Change-1,386 (-6%)
Value$1.8M (+$59.7K)
Filed 2026-10-26
Ballast, Inc.
INCREASED
Shares20,832 from 20,259
Change+573 (+3%)
Value$1.8M (+$212.7K)
Filed 2026-10-20
Brian LOW Financial Group, LLC
INCREASED
Shares20,825 from 19,833
Change+992 (+5%)
Value$1.8M (+$245.5K)
Filed 2026-10-28
Three Bridge Wealth Advisors, LLC
INCREASED
Shares20,785 from 19,859
Change+926 (+5%)
Value$1.8M (+$240.6K)
Filed 2026-11-05
Procyon Advisors, LLC
DECREASED
Shares20,632 from 22,536
Change-1,904 (-8%)
Value$1.8M (+$17.4K)
Filed 2026-10-21
Redmond Asset Management, LLC
INCREASED
Shares20,378 from 5,186
Change+15,192 (+293%)
Value$1.8M (+$1.4M)
Filed 2026-10-27
Donoghue Forlines LLC
DECREASED
Shares20,303 from 21,565
Change-1,262 (-6%)
Value$1.8M (+$64.9K)
Filed 2026-11-02
BayBridge Capital Group, LLC
DECREASED
Shares20,001 from 20,430
Change-429 (-2%)
Value$1.7M (+$127.6K)
Filed 2026-10-13
Nicholas Hoffman & Company, Llc.
DECREASED
Shares19,587 from 19,853
Change-266 (-1%)
Value$1.7M (+$137.1K)
Filed 2026-10-30
SS&H Financial Advisors, Inc.
DECREASED
Shares19,571 from 19,871
Change-300 (-2%)
Value$1.7K (+$134)
Filed 2026-10-28
Yankcom Partnership
DECREASED
Shares19,511 from 19,566
Change-55 (0%)
Value$1.7M (+$153.0K)
Filed 2026-10-15
Axxcess Wealth Management, LLC
DECREASED
Shares19,347 from 20,125
Change-778 (-4%)
Value$1.7M (+$95.1K)
Filed 2026-10-21
Daymark Wealth Partners, LLC
INCREASED
Shares19,271 from 18,109
Change+1,162 (+6%)
Value$1.7M (+$246.2K)
Filed 2026-11-04
HBW Advisory Services LLC
DECREASED
Shares19,009 from 23,907
Change-4,898 (-20%)
Value$1.6M (-$230.0K)
Filed 2026-10-15
Quadcap Wealth Management, LLC
DECREASED
Shares18,914 from 19,409
Change-495 (-3%)
Value$1.6M (+$113.7K)
Filed 2026-11-02
Jacobi Capital Management LLC
DECREASED
Shares18,593 from 18,807
Change-214 (-1%)
Value$1.6M (+$133.1K)
Filed 2026-11-05
Aaron Wealth Advisors LLC
INCREASED
Shares18,537 from 12,224
Change+6,313 (+52%)
Value$1.6M (+$643.3K)
Filed 2026-10-13
Valeo Financial Advisors, LLC
INCREASED
Shares18,439 from 16,563
Change+1,876 (+11%)
Value$1.6M (+$291.2K)
Filed 2026-10-08
Meyer Handelman Co
DECREASED
Shares18,237 from 20,924
Change-2,687 (-13%)
Value$1.6M (-$63.2K)
Filed 2026-10-28
Fifth Third Wealth Advisors LLC
DECREASED
Shares18,047 from 19,936
Change-1,889 (-9%)
Value$1.6M (-$2.3K)
Filed 2026-10-22
Simplicity Wealth,LLC
INCREASED
Shares17,791 from 16,716
Change+1,075 (+6%)
Value$1.5M (+$227.5K)
Filed 2026-10-23
Davis Capital Management
DECREASED
Shares17,781 from 17,909
Change-128 (-1%)
Value$1.5M (+$133.3K)
Filed 2026-10-08
Perigon Wealth Management, LLC
INCREASED
Shares17,635 from 16,891
Change+744 (+4%)
Value$1.5M (+$200.4K)
Filed 2026-10-22
Sculati Wealth Management, LLC
INCREASED
Shares17,516 from 17,321
Change+195 (+1%)
Value$1.6M (+$169.1K)
Filed 2026-10-19
DCF Advisers, LLC
INCREASED
Shares17,500 from 3,000
Change+14,500 (+483%)
Value$1.5M (+$1.3M)
Filed 2026-11-04
Total Wealth Planning & Management, Inc.
NEW
Shares17,357
Change+17,357
Value$1.5M
Filed 2026-10-23
Provident Investment Management, Inc.
INCREASED
Shares17,175 from 14,780
Change+2,395 (+16%)
Value$1.5M (+$325.8K)
Filed 2026-10-23
Capital Investment Advisory Services, LLC
INCREASED
Shares17,107 from 15,443
Change+1,664 (+11%)
Value$1.5M (+$274.9K)
Filed 2026-10-30
MV Capital Management, Inc.
INCREASED
Shares17,048 from 15,592
Change+1,456 (+9%)
Value$1.5M (+$251.3K)
Filed 2026-10-29
Lynch & Associates
INCREASED
Shares16,806 from 13,670
Change+3,136 (+23%)
Value$1.5M (+$380.8K)
Filed 2026-10-13
Valtinson Bruner Financial Planning LLC
INCREASED
Shares16,662 from 16,522
Change+140 (+1%)
Value$1.4M (+$145.2K)
Filed 2026-11-02
Laurel Wealth Advisors LLC
INCREASED
Shares16,597 from 14,038
Change+2,559 (+18%)
Value$1.4M (+$334.0K)
Filed 2026-10-27
ICW Investment Advisors LLC
DECREASED
Shares16,572 from 16,972
Change-400 (-2%)
Value$1.4M (+$102.3K)
Filed 2026-10-27
Waterway Wealth Management, LLC
INCREASED
Shares16,391 from 15,759
Change+632 (+4%)
Value$1.4M (+$181.6K)
Filed 2026-10-28
Studio Investment Management LLC
DECREASED
Shares16,269 from 16,289
Change-20 (0%)
Value$1.4M (+$129.7K)
Filed 2026-10-22
Hilltop National Bank
DECREASED
Shares16,015 from 16,452
Change-437 (-3%)
Value$1.4M (+$94.9K)
Filed 2026-10-14
Ascentis Independent Advisors
INCREASED
Shares15,895 from 803
Change+15,092 (+1879%)
Value$1.4M (+$1.3M)
Filed 2026-11-03
Caitong International Asset Management Co., Ltd
NEW
Shares15,760
Change+15,760
Value$1.4M
Filed 2026-10-29
Partnership Wealth Management, LLC
DECREASED
Shares15,708 from 16,195
Change-487 (-3%)
Value$1.4M (+$88.5K)
Filed 2026-10-05
Epiq Partners, LLC
INCREASED
Shares15,662 from 11,153
Change+4,509 (+40%)
Value$1.4M (+$479.0K)
Filed 2026-10-07
Harrington Investments, Inc
DECREASED
Shares15,590 from 15,698
Change-108 (-1%)
Value$1.3M (+$117.2K)
Filed 2026-10-14
O'Keefe Stevens Advisory, Inc.
INCREASED
Shares15,567 from 13,724
Change+1,843 (+13%)
Value$1.3M (+$269.7K)
Filed 2026-10-09
Kentucky Trust Co
INCREASED
Shares15,466 from 15,411
Change+55 (+0%)
Value$1.3M (+$129.0K)
Filed 2026-10-15
Avior Wealth Management, LLC
DECREASED
Shares15,291 from 16,127
Change-836 (-5%)
Value$1.3M (+$57.8K)
Filed 2026-10-13
RFG Advisory, LLC
DECREASED
Shares15,182 from 15,408
Change-226 (-1%)
Value$1.3M (+$104.6K)
Filed 2026-11-03
Aprio Wealth Management, LLC
INCREASED
Shares15,143 from 14,622
Change+521 (+4%)
Value$1.3M (+$162.8K)
Filed 2026-10-28
Journey Retirement Planning & Investment Management LLC
INCREASED
Shares15,092 from 13,230
Change+1,862 (+14%)
Value$1.3M (+$267.4K)
Filed 2026-10-09
Benin Management Corp
UNCHANGED
Shares14,874 from 14,874
Change0 (0%)
Value$1.3M (+$119.9K)
Filed 2026-10-22
Sagespring Wealth Partners, LLC
INCREASED
Shares14,866 from 11,922
Change+2,944 (+25%)
Value$1.3M (+$350.1K)
Filed 2026-10-22
Richards, Merrill & Peterson, Inc.
DECREASED
Shares14,797 from 15,181
Change-384 (-3%)
Value$1.3M (+$89.3K)
Filed 2026-10-19
NBT Bank, N.A.
DECREASED
Shares14,759 from 15,421
Change-662 (-4%)
Value$1.3M (+$67.2K)
Filed 2026-10-21
Signaturefd, LLC
INCREASED
Shares14,630 from 13,268
Change+1,362 (+10%)
Value$1.3M (+$224.5K)
Filed 2026-10-23
Alliance Wealth Advisors, LLC
DECREASED
Shares14,566 from 15,173
Change-607 (-4%)
Value$1.3M (+$70.0K)
Filed 2026-10-28
LifePlan Financial, LLC
DECREASED
Shares14,451 from 21,005
Change-6,554 (-31%)
Value$1.3M (-$375.1K)
Filed 2026-10-13
Trust Asset Management LLC
UNCHANGED
Shares14,378 from 14,378
Change0 (0%)
Value$1.2M (+$115.9K)
Filed 2026-11-03
St. Clair Advisors, LLC
INCREASED
Shares14,269 from 14,219
Change+50 (+0%)
Value$1.2M (+$118.9K)
Filed 2026-10-13
Venture Visionary Partners LLC
INCREASED
Shares14,241 from 14,221
Change+20 (+0%)
Value$1.2M (+$116.3K)
Filed 2026-10-07
Independent Financial Group, LLC
INCREASED
Shares14,233 from 13,392
Change+841 (+6%)
Value$1.2M (+$180.5K)
Filed 2026-10-13
Waycross Investment Management Co
DECREASED
Shares14,160 from 14,179
Change-19 (0%)
Value$1.2M (+$112.6K)
Filed 2026-10-14
CrossGen Wealth, LLC
INCREASED
Shares14,144 from 13,535
Change+609 (+5%)
Value$1.2M (+$161.7K)
Filed 2026-10-30
Perpetual Ltd
DECREASED
Shares13,996 from 14,461
Change-465 (-3%)
Value$1.2M (+$76.4K)
Filed 2026-10-13
Cypress Asset Management Inc
DECREASED
Shares13,943 from 16,160
Change-2,217 (-14%)
Value$1.2M (-$61.1K)
Filed 2026-10-09
Profund Advisors LLC
DECREASED
Shares13,897 from 14,301
Change-404 (-3%)
Value$1.2M (+$80.4K)
Filed 2026-10-29
Gateway Investment Advisers LLC
INCREASED
Shares13,886 from 8,546
Change+5,340 (+62%)
Value$1.2M (+$529.6K)
Filed 2026-10-13
Lederer & Associates Investment Counsel
DECREASED
Shares13,764 from 13,833
Change-69 (0%)
Value$1.2K (+$106)
Filed 2026-10-23
Archer Investment Corp
INCREASED
Shares13,703 from 13,303
Change+400 (+3%)
Value$1.2M (+$141.8K)
Filed 2026-11-05
Guidance Capital, Inc
INCREASED
Shares13,700 from 13,420
Change+280 (+2%)
Value$1.4M (+$238.9K)
Filed 2026-11-03
Sentry LLC
UNCHANGED
Shares13,604 from 13,604
Change0 (0%)
Value$1.2M (+$109.6K)
Filed 2026-10-30
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares13,572 from 5,528
Change+8,044 (+146%)
Value$1.2M (+$738.7K)
Filed 2026-10-27
HUB Investment Partners, LLC
INCREASED
Shares13,566 from 12,281
Change+1,285 (+10%)
Value$1.2M (+$209.9K)
Filed 2026-11-03
Hedges Asset Management LLC
DECREASED
Shares13,550 from 14,050
Change-500 (-4%)
Value$1.2M (+$70.1K)
Filed 2026-10-29
Delta Financial Advisors LLC
INCREASED
Shares13,545 from 13,415
Change+130 (+1%)
Value$1.2M (+$119.3K)
Filed 2026-10-27
Tower Trust & Investment Co
INCREASED
Shares13,535 from 13,011
Change+524 (+4%)
Value$1.2M (+$150.2K)
Filed 2026-10-28
Csenge Advisory Group
DECREASED
Shares13,465 from 14,211
Change-746 (-5%)
Value$1.2M (+$50.2K)
Filed 2026-11-04
Miramontes Capital, LLC
INCREASED
Shares13,422 from 12,688
Change+734 (+6%)
Value$1.2M (+$165.6K)
Filed 2026-10-19
Citizens National Bank Trust Department
DECREASED
Shares13,313 from 13,458
Change-145 (-1%)
Value$1.1M (+$96.0K)
Filed 2026-11-04
Beacon Financial Advisory LLC
INCREASED
Shares13,277 from 9,721
Change+3,556 (+37%)
Value$1.1M (+$385.2K)
Filed 2026-10-16
AdvisorNet Financial, Inc
DECREASED
Shares13,238 from 15,320
Change-2,082 (-14%)
Value$1.2M (+$48.9K)
Filed 2026-10-15
Pflug Koory, LLC
UNCHANGED
Shares13,190 from 13,190
Change0 (0%)
Value$1.1M (+$106.3K)
Filed 2026-10-26
Cidel Asset Management Inc
INCREASED
Shares13,161 from 12,452
Change+709 (+6%)
Value$1.1M (+$161.5K)
Filed 2026-10-29
Tectonic Advisors LLC
DECREASED
Shares13,153 from 13,456
Change-303 (-2%)
Value$1.1M (+$82.3K)
Filed 2026-10-22
Iowa State Bank
DECREASED
Shares13,128 from 13,857
Change-729 (-5%)
Value$1.1M (+$48.8K)
Filed 2026-10-06
Outfitters Financial LLC
DECREASED
Shares12,985 from 13,045
Change-60 (0%)
Value$1.1M (+$100.0K)
Filed 2026-10-23
KCM Investment Advisors LLC
DECREASED
Shares12,801 from 14,031
Change-1,230 (-9%)
Value$1.1M (+$7.0K)
Filed 2026-10-27
Vaughan David Investments LLC
DECREASED
Shares12,790 from 416,412
Change-403,622 (-97%)
Value$1.1K (-$31.5K)
Filed 2026-11-05
American State Bank (Iowa)
INCREASED
Shares12,780 from 12,100
Change+680 (+6%)
Value$1.1M (+$156.2K)
Filed 2026-11-03
Chilton Capital Management LLC
INCREASED
Shares12,688 from 12,480
Change+208 (+2%)
Value$1.1M (+$118.5K)
Filed 2026-10-28
Cove Private Wealth, LLC
INCREASED
Shares12,680 from 12,674
Change+6 (+0%)
Value$1.1M (+$102.7K)
Filed 2026-10-28
Balefire, LLC
INCREASED
Shares12,636 from 12,614
Change+22 (+0%)
Value$1.1M (+$103.6K)
Filed 2026-10-09
Gibbs Wealth Management
INCREASED
Shares12,630 from 10,692
Change+1,938 (+18%)
Value$1.1M (+$253.4K)
Filed 2026-10-22
Moody National Bank Trust Division
INCREASED
Shares12,611 from 10,919
Change+1,692 (+16%)
Value$1.1M (+$234.0K)
Filed 2026-10-06
Great Waters Wealth Management
DECREASED
Shares12,571 from 13,487
Change-916 (-7%)
Value$1.1M (+$29.7K)
Filed 2026-10-07
Persium Advisors, LLC
INCREASED
Shares12,515 from 11,767
Change+748 (+6%)
Value$1.1M (+$159.4K)
Filed 2026-10-07
Conning Inc.
DECREASED
Shares12,504 from 13,697
Change-1,193 (-9%)
Value$1.1M (+$7.5K)
Filed 2026-10-27
Paragon Private Wealth Management, LLC
INCREASED
Shares12,497 from 11,039
Change+1,458 (+13%)
Value$1.1M (+$214.8K)
Filed 2026-10-20
Ticino Wealth
DECREASED
Shares12,459 from 13,345
Change-886 (-7%)
Value$1.1M (+$31.1K)
Filed 2026-10-13
Leisure Capital Management
INCREASED
Shares12,451 from 12,189
Change+262 (+2%)
Value$1.1M (+$120.9K)
Filed 2026-11-03
Wedmont Private Capital
INCREASED
Shares12,423 from 5,701
Change+6,722 (+118%)
Value$1.1M (+$612.0K)
Filed 2026-10-09
Alexander Randolph Advisory, Inc.
UNCHANGED
Shares12,350 from 12,350
Change0 (0%)
Value$1.1M (+$99.5K)
Filed 2026-11-04
Investors Research Corp
DECREASED
Shares12,315 from 12,688
Change-373 (-3%)
Value$1.1M (+$70.1K)
Filed 2026-10-07
Turtle Creek Wealth Advisors, LLC
DECREASED
Shares12,303 from 12,702
Change-399 (-3%)
Value$1.1M (+$64.8K)
Filed 2026-10-15
M Holdings Securities, Inc.
INCREASED
Shares12,255 from 12,205
Change+50 (+0%)
Value$1.1K (+$103)
Filed 2026-11-03
Worth Asset Management, LLC
NEW
Shares12,237
Change+12,237
Value$1.1M
Filed 2026-10-07
Calamos Wealth Management LLC
INCREASED
Shares12,095 from 11,080
Change+1,015 (+9%)
Value$1.0M (+$176.9K)
Filed 2026-11-02
Cigna Investments Inc
UNCHANGED
Shares12,062 from 12,062
Change0 (0%)
Value$1.0K (+$97)
Filed 2026-10-19
Meriwether Wealth & Planning, LLC
DECREASED
Shares11,892 from 12,444
Change-552 (-4%)
Value$1.0M (+$52.7K)
Filed 2026-10-13
Probity Advisors, Inc.
DECREASED
Shares11,882 from 12,015
Change-133 (-1%)
Value$1.0M (+$85.4K)
Filed 2026-10-23
Phillip James Consulting Co.
INCREASED
Shares11,828 from 9,683
Change+2,145 (+22%)
Value$1.0M (+$263.1K)
Filed 2026-11-03
Greenleaf Trust
INCREASED
Shares11,758 from 11,178
Change+580 (+5%)
Value$1.0M (+$140.1K)
Filed 2026-10-29
Canandaigua National Bank & Trust Co
DECREASED
Shares11,642 from 11,842
Change-200 (-2%)
Value$1.0M (+$78.2K)
Filed 2026-10-07
Certuity, LLC
INCREASED
Shares11,640 from 5,354
Change+6,286 (+117%)
Value$1.0M (+$585.6K)
Filed 2026-11-02
Marathon Capital Management
INCREASED
Shares11,534 from 11,357
Change+177 (+2%)
Value$995.3K (+$106.8K)
Filed 2026-10-23
Sunpointe, LLC
INCREASED
Shares11,515 from 3,831
Change+7,684 (+201%)
Value$993.6K (+$693.9K)
Filed 2026-10-22
Corundum Group, Inc.
INCREASED
Shares11,459 from 10,694
Change+765 (+7%)
Value$988.8K (+$152.2K)
Filed 2026-10-28
Intrua Financial, LLC
INCREASED
Shares11,354 from 11,117
Change+237 (+2%)
Value$979.7K (+$110.0K)
Filed 2026-10-28
Sky Investment Group LLC
NEW
Shares11,341
Change+11,341
Value$978.6K
Filed 2026-10-30
Sawgrass Asset Management LLC
DECREASED
Shares11,304 from 12,113
Change-809 (-7%)
Value$975.4K (+$27.8K)
Filed 2026-11-03
Paladin Wealth, LLC
INCREASED
Shares11,225 from 10,485
Change+740 (+7%)
Value$968.6K (+$148.3K)
Filed 2026-10-23
Accurate Wealth Management, LLC
INCREASED
Shares11,195 from 8,423
Change+2,772 (+33%)
Value$1.0M (+$334.8K)
Filed 2026-10-20
Compound Planning, Inc.
INCREASED
Shares11,193 from 8,150
Change+3,043 (+37%)
Value$965.8K (+$328.3K)
Filed 2026-11-05
EverSource Wealth Advisors, LLC
INCREASED
Shares11,172 from 7,246
Change+3,926 (+54%)
Value$964.1K (+$397.3K)
Filed 2026-11-04
Wesbanco Bank Inc
DECREASED
Shares11,159 from 13,176
Change-2,017 (-15%)
Value$962.9K (-$67.9K)
Filed 2026-11-04
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares11,100 from 11,100
Change0 (0%)
Value$868.4K ($0)
Filed 2026-10-15
Quadrant Capital Group LLC
INCREASED
Shares11,063 from 5,293
Change+5,770 (+109%)
Value$1.0M (+$614.9K)
Filed 2026-10-20
City Holding Co
DECREASED
Shares11,047 from 12,069
Change-1,022 (-8%)
Value$953.2K (+$9.2K)
Filed 2026-10-19
Wealthcare Advisory Partners LLC
INCREASED
Shares11,037 from 9,396
Change+1,641 (+17%)
Value$952.4K (+$217.3K)
Filed 2026-10-21
XML Financial, LLC
DECREASED
Shares10,979 from 14,806
Change-3,827 (-26%)
Value$947.4K (-$210.9K)
Filed 2026-10-29
CFS Investment Advisory Services, LLC
INCREASED
Shares10,909 from 10,277
Change+632 (+6%)
Value$950.1K (+$95.1K)
Filed 2026-10-19
Lakeside Advisors, Inc.
DECREASED
Shares10,905 from 11,568
Change-663 (-6%)
Value$941.0K (+$36.1K)
Filed 2026-10-20
Alkeme Wealth, LLC
DECREASED
Shares10,904 from 11,607
Change-703 (-6%)
Value$940.9K (+$32.9K)
Filed 2026-10-08
Meridian Wealth Management, LLC
DECREASED
Shares10,805 from 10,891
Change-86 (-1%)
Value$932.4K (+$80.4K)
Filed 2026-11-05
Legacy Capital Wealth Partners, LLC
DECREASED
Shares10,740 from 10,767
Change-27 (0%)
Value$926.7K (+$84.5K)
Filed 2026-10-21
Beacon Financial Group
DECREASED
Shares10,735 from 12,456
Change-1,721 (-14%)
Value$926.3K (-$48.1K)
Filed 2026-10-19
Moneco Advisors, LLC
INCREASED
Shares10,727 from 10,438
Change+289 (+3%)
Value$925.6K (+$109.0K)
Filed 2026-11-05
CX Institutional
DECREASED
Shares10,707 from 97,525
Change-86,818 (-89%)
Value$924 (-$6.7K)
Filed 2026-10-02
Salvus Wealth Management, LLC
DECREASED
Shares10,687 from 10,697
Change-10 (0%)
Value$922.2K (+$85.4K)
Filed 2026-10-13
Private Trust Co NA
DECREASED
Shares10,682 from 10,849
Change-167 (-2%)
Value$921.8K (+$73.0K)
Filed 2026-10-20
High Net Worth Advisory Group LLC
UNCHANGED
Shares10,676 from 10,676
Change0 (0%)
Value$921.3K (+$86.1K)
Filed 2026-10-26
B. Riley Wealth Advisors, Inc.
INCREASED
Shares10,670 from 8,839
Change+1,831 (+21%)
Value$920.7K (+$205.4K)
Filed 2026-10-13
Unique Wealth Strategies, LLC
UNCHANGED
Shares10,663 from 10,663
Change0 (0%)
Value$834.2K ($0)
Filed 2026-10-13
Grove Bank & Trust
INCREASED
Shares10,564 from 10,440
Change+124 (+1%)
Value$911.6K (+$94.8K)
Filed 2026-10-08
Cornerstone Wealth Management, LLC
DECREASED
Shares10,454 from 15,935
Change-5,481 (-34%)
Value$902.0K (-$344.5K)
Filed 2026-11-04
Waters Parkerson & Co., LLC
INCREASED
Shares10,400 from 7,390
Change+3,010 (+41%)
Value$897.4K (+$319.3K)
Filed 2026-11-04
Capital Investment Advisors, LLC
INCREASED
Shares10,303 from 10,136
Change+167 (+2%)
Value$889.0K (+$96.1K)
Filed 2026-10-22
Resonant Capital Advisors, LLC
DECREASED
Shares10,259 from 31,422
Change-21,163 (-67%)
Value$892.6K (-$1.6M)
Filed 2026-10-15
Davis Investment Partners, LLC
INCREASED
Shares10,254 from 8,652
Change+1,602 (+19%)
Value$884.8K (+$208.0K)
Filed 2026-11-05
Frank, Rimerman Advisors LLC
INCREASED
Shares10,245 from 9,725
Change+520 (+5%)
Value$884.0K (+$123.3K)
Filed 2026-10-16
TSP Capital Management Group, LLC
UNCHANGED
Shares10,200 from 10,200
Change0 (0%)
Value$880.2K (+$82.2K)
Filed 2026-10-15
Advisortrust Partners, LLC
DECREASED
Shares10,140 from 10,875
Change-735 (-7%)
Value$875.0K (+$24.2K)
Filed 2026-11-02
Philip James Wealth Mangement, LLC
NEW
Shares10,134
Change+10,134
Value$874.5K
Filed 2026-10-27
Lantern Wealth Advisors, LLC
INCREASED
Shares10,129 from 10,127
Change+2 (+0%)
Value$874.0K (+$81.8K)
Filed 2026-10-22
Milestone Asset Management, LLC
DECREASED
Shares10,127 from 12,648
Change-2,521 (-20%)
Value$873.9K (-$115.6K)
Filed 2026-10-15
Dudley Capital Management, LLC
DECREASED
Shares10,124 from 10,324
Change-200 (-2%)
Value$873.6K (+$66.0K)
Filed 2026-10-23
Rockland Trust Co
INCREASED
Shares10,113 from 9,177
Change+936 (+10%)
Value$872.7K (+$154.7K)
Filed 2026-10-05
Cordgrass Capital Advisors, LLC
INCREASED
Shares10,042 from 9,971
Change+71 (+1%)
Value$866.5K (+$86.5K)
Filed 2026-10-30
Eagle Harbor Asset Management Inc
DECREASED
Shares10,033 from 10,501
Change-468 (-4%)
Value$865.7K (+$44.3K)
Filed 2026-10-21
Bigelow Investment Advisors, LLC
DECREASED
Shares10,011 from 10,654
Change-643 (-6%)
Value$863.8K (+$30.4K)
Filed 2026-10-13
Altfest L J & Co Inc
INCREASED
Shares9,989 from 9,804
Change+185 (+2%)
Value$862.0K (+$95.0K)
Filed 2026-10-27
Diversified Management Inc
NEW
Shares9,977
Change+9,977
Value$860.9K
Filed 2026-10-08
180 Wealth Advisors, LLC
DECREASED
Shares9,943 from 9,951
Change-8 (0%)
Value$858.0K (+$79.5K)
Filed 2026-11-03
Net Worth Advisory Group
INCREASED
Shares9,924 from 7,428
Change+2,496 (+34%)
Value$857.8K (+$276.7K)
Filed 2026-10-20
Agate Pass Investment Management, LLC
DECREASED
Shares9,917 from 11,517
Change-1,600 (-14%)
Value$855.7K (-$45.2K)
Filed 2026-10-20
Avantra Family Wealth, Inc.
DECREASED
Shares9,843 from 10,067
Change-224 (-2%)
Value$849.3K (+$61.8K)
Filed 2026-10-20
Royal Fund Management, LLC
DECREASED
Shares9,775 from 29,927
Change-20,152 (-67%)
Value$843.5K (-$1.5M)
Filed 2026-10-22
Convergence Financial, LLC
NEW
Shares9,769
Change+9,769
Value$843.0K
Filed 2026-10-27
Arlington Financial Advisors, LLC
NEW
Shares9,743
Change+9,743
Value$840.7K
Filed 2026-10-19
Vista Investment Partners LLC
INCREASED
Shares9,631 from 9,623
Change+8 (+0%)
Value$831.1K (+$78.2K)
Filed 2026-10-08
FDx Advisors, Inc.
INCREASED
Shares9,625 from 9,509
Change+116 (+1%)
Value$831 (+$87)
Filed 2026-11-05
Kingswood Wealth Advisors, LLC
INCREASED
Shares9,606 from 8,688
Change+918 (+11%)
Value$828.9K (+$149.3K)
Filed 2026-10-23
Pekin Hardy Strauss, Inc.
DECREASED
Shares9,593 from 9,872
Change-279 (-3%)
Value$827.8K (+$55.5K)
Filed 2026-11-02
International Assets Investment Management, LLC
DECREASED
Shares9,546 from 15,291
Change-5,745 (-38%)
Value$825.2K (-$385.6K)
Filed 2026-11-02
Evergreen Capital Management LLC
INCREASED
Shares9,481 from 8,756
Change+725 (+8%)
Value$824.9K (+$134.1K)
Filed 2026-10-23
United Asset Strategies, Inc.
INCREASED
Shares9,466 from 9,121
Change+345 (+4%)
Value$816.9K (+$103.3K)
Filed 2026-10-28
Central Trust Co
DECREASED
Shares9,441 from 9,634
Change-193 (-2%)
Value$814.7K (+$61.0K)
Filed 2026-11-05
Bangor Savings Bank
INCREASED
Shares9,438 from 9,254
Change+184 (+2%)
Value$814.4K (+$90.5K)
Filed 2026-10-06
Curated Wealth Partners LLC
NEW
Shares9,369
Change+9,369
Value$808.5K
Filed 2026-10-15
Doliver Advisors, LP
DECREASED
Shares9,293 from 9,428
Change-135 (-1%)
Value$801.9K (+$64.3K)
Filed 2026-10-01
EPG Wealth Management LLC
INCREASED
Shares9,283 from 9,202
Change+81 (+1%)
Value$801.1K (+$81.2K)
Filed 2026-11-03
Investment Research Partners LLC
INCREASED
Shares9,221 from 7,798
Change+1,423 (+18%)
Value$795.7K (+$185.6K)
Filed 2026-10-19
Kennebec Savings Bank
INCREASED
Shares9,201 from 9,091
Change+110 (+1%)
Value$794.0K (+$82.8K)
Filed 2026-10-22
Visionary Horizons, LLC
DECREASED
Shares9,155 from 9,777
Change-622 (-6%)
Value$790.0K (+$25.1K)
Filed 2026-10-22
Montag A & Associates Inc
INCREASED
Shares9,129 from 7,694
Change+1,435 (+19%)
Value$794.2K (+$186.7K)
Filed 2026-10-29
LVM Capital Management LTD
DECREASED
Shares9,121 from 9,745
Change-624 (-6%)
Value$787.1K (+$786.3K)
Filed 2026-10-20
Alta Advisers Ltd
INCREASED
Shares9,113 from 4,985
Change+4,128 (+83%)
Value$786.4K (+$396.4K)
Filed 2026-11-02
Live Oak Investment Partners
DECREASED
Shares9,103 from 9,892
Change-789 (-8%)
Value$785.5K (+$11.6K)
Filed 2026-10-23
Premier Path Wealth Partners, LLC
DECREASED
Shares9,078 from 11,763
Change-2,685 (-23%)
Value$783.4K (-$136.8K)
Filed 2026-10-16
Worth Financial Advisory Group, LLC
INCREASED
Shares9,077 from 8,314
Change+763 (+9%)
Value$783.3K (+$132.9K)
Filed 2026-10-19
Mesirow Financial Investment Management, Inc.
INCREASED
Shares9,054 from 7,784
Change+1,270 (+16%)
Value$781.3K (+$172.3K)
Filed 2026-11-05
Clark & Stuart, Inc
INCREASED
Shares9,027 from 8,027
Change+1,000 (+12%)
Value$785.4K (+$151.7K)
Filed 2026-10-14
Cerro Pacific Wealth Advisors LLC
DECREASED
Shares8,944 from 9,264
Change-320 (-3%)
Value$771.8K (+$47.1K)
Filed 2026-10-22
Neville Rodie & Shaw Inc
DECREASED
Shares8,914 from 9,164
Change-250 (-3%)
Value$769 (+$52)
Filed 2026-10-05
Howard Capital Management, LLC
DECREASED
Shares8,883 from 8,981
Change-98 (-1%)
Value$766.5K (+$63.9K)
Filed 2026-10-16
New Hampshire Trust
DECREASED
Shares8,825 from 9,579
Change-754 (-8%)
Value$761.5K (+$12.1K)
Filed 2026-10-20
Willow Creek Capital Management, Inc.
UNCHANGED
Shares8,824 from 8,824
Change0 (0%)
Value$690.3K ($0)
Filed 2026-10-16
Michels Family Financial, LLC
DECREASED
Shares8,813 from 8,907
Change-94 (-1%)
Value$760.5K (+$63.7K)
Filed 2026-11-02
Uhlmann Price Securities, LLC
INCREASED
Shares8,735 from 7,321
Change+1,414 (+19%)
Value$753.7K (+$181.0K)
Filed 2026-11-03
Indivisible Partners
INCREASED
Shares8,702 from 7,535
Change+1,167 (+15%)
Value$750.9K (+$161.5K)
Filed 2026-10-26
Jones Kertz & Associates, Inc.
UNCHANGED
Shares8,698 from 8,698
Change0 (0%)
Value$750.6K (+$70.1K)
Filed 2026-10-28
Kestra Investment Management, LLC
DECREASED
Shares8,680 from 8,947
Change-267 (-3%)
Value$749.0K (+$49.1K)
Filed 2026-11-04
Curbstone Financial Management Corp
UNCHANGED
Shares8,650 from 8,650
Change0 (0%)
Value$746.4K (+$69.7K)
Filed 2026-10-21
Nations Financial Group Inc,
INCREASED
Shares8,640 from 8,576
Change+64 (+1%)
Value$745.6K (+$74.6K)
Filed 2026-11-05
Old National Bancorp
DECREASED
Shares8,624 from 8,821
Change-197 (-2%)
Value$744.2K (+$54.1K)
Filed 2026-10-20
Accredited Investors Inc.
INCREASED
Shares8,564 from 7,770
Change+794 (+10%)
Value$739.0K (+$131.2K)
Filed 2026-11-03
Malaga Cove Capital, LLC
DECREASED
Shares8,528 from 8,730
Change-202 (-2%)
Value$735.9K (+$52.9K)
Filed 2026-10-23
Cooper Financial Group
DECREASED
Shares8,476 from 8,918
Change-442 (-5%)
Value$731.4K (+$33.7K)
Filed 2026-10-07
Prime Capital Investment Advisors, LLC
DECREASED
Shares8,402 from 8,470
Change-68 (-1%)
Value$725.0K (+$62.4K)
Filed 2026-10-20
Biltmore Family Office, LLC
INCREASED
Shares8,370 from 8,349
Change+21 (+0%)
Value$728.3K (+$69.1K)
Filed 2026-11-03
United Community Bank
UNCHANGED
Shares8,370 from 8,370
Change0 (0%)
Value$722.2K (+$67.5K)
Filed 2026-10-28
Sava Infond d.o.o.
UNCHANGED
Shares8,350 from 8,350
Change0 (0%)
Value$720.5K (+$67.3K)
Filed 2026-10-28
Integrity Alliance, Llc.
INCREASED
Shares8,316 from 7,388
Change+928 (+13%)
Value$717.7K (+$139.7K)
Filed 2026-10-29
LVW Advisors, LLC
INCREASED
Shares8,302 from 8,138
Change+164 (+2%)
Value$716.4K (+$79.7K)
Filed 2026-10-19
Shrier Wealth Management, LLC
INCREASED
Shares8,275 from 7,014
Change+1,261 (+18%)
Value$714.1K (+$165.3K)
Filed 2026-10-20
V-Square Quantitative Management LLC
INCREASED
Shares8,247 from 7,901
Change+346 (+4%)
Value$711.6K (+$93.5K)
Filed 2026-10-15
Norway Savings Bank
INCREASED
Shares8,185 from 6,869
Change+1,316 (+19%)
Value$706.3K (+$168.9K)
Filed 2026-10-20
Whitener Capital Management, Inc.
DECREASED
Shares8,182 from 9,904
Change-1,722 (-17%)
Value$706.0K (-$68.8K)
Filed 2026-10-15
Inscription Capital, LLC
INCREASED
Shares8,137 from 5,643
Change+2,494 (+44%)
Value$702.1K (+$260.7K)
Filed 2026-11-02
Asset One Wealth Management LLC
INCREASED
Shares8,117 from 3,277
Change+4,840 (+148%)
Value$700.4K (+$436.7K)
Filed 2026-11-02
Sheets Smith Wealth Management
INCREASED
Shares8,113 from 4,946
Change+3,167 (+64%)
Value$700.1K (+$313.1K)
Filed 2026-10-16
Supplemental Annuity Collective Trust of NJ
DECREASED
Shares8,099 from 8,235
Change-136 (-2%)
Value$698.9K (+$54.6K)
Filed 2026-11-02
Flagship Harbor Advisors, LLC
DECREASED
Shares8,090 from 9,191
Change-1,101 (-12%)
Value$698.1K (-$20.9K)
Filed 2026-10-26
Cypress Wealth Services, LLC
DECREASED
Shares8,042 from 8,124
Change-82 (-1%)
Value$700.4K (+$64.8K)
Filed 2026-10-21
Sowell Financial Services LLC
DECREASED
Shares8,037 from 10,128
Change-2,091 (-21%)
Value$693.5K (-$98.8K)
Filed 2026-10-23
CMH Wealth Management LLC
DECREASED
Shares8,028 from 13,818
Change-5,790 (-42%)
Value$698.8K (-$392.2K)
Filed 2026-10-22
Parcion Private Wealth LLC
INCREASED
Shares7,988 from 5,183
Change+2,805 (+54%)
Value$689.3K (+$283.8K)
Filed 2026-10-28
Patten & Patten Inc
DECREASED
Shares7,900 from 9,966
Change-2,066 (-21%)
Value$681.7K (-$97.9K)
Filed 2026-10-26
Anchor Capital Advisors LLC
DECREASED
Shares7,831 from 8,065
Change-234 (-3%)
Value$675.7K (+$44.8K)
Filed 2026-11-05
Peoples Bank
DECREASED
Shares7,809 from 8,142
Change-333 (-4%)
Value$673.8K (+$36.9K)
Filed 2026-10-09
StoneX Group Inc.
INCREASED
Shares7,792 from 5,709
Change+2,083 (+36%)
Value$678.1K (+$234.0K)
Filed 2026-11-03
Nixon Peabody Trust Co
UNCHANGED
Shares7,783 from 7,783
Change0 (0%)
Value$671.6K (+$62.7K)
Filed 2026-10-23
Advisor OS, LLC
DECREASED
Shares7,756 from 10,316
Change-2,560 (-25%)
Value$669.2K (-$137.8K)
Filed 2026-11-03
Huntleigh Advisors, Inc.
DECREASED
Shares7,734 from 7,824
Change-90 (-1%)
Value$667.4K (+$55.3K)
Filed 2026-11-03
Forza Wealth Management, LLC
INCREASED
Shares7,693 from 6,687
Change+1,006 (+15%)
Value$663.8K (+$140.7K)
Filed 2026-10-20
Cyndeo Wealth Partners, LLC
INCREASED
Shares7,680 from 7,341
Change+339 (+5%)
Value$662.7K (+$88.4K)
Filed 2026-10-16
Home Federal Bank of Tennessee
INCREASED
Shares7,676 from 7,507
Change+169 (+2%)
Value$662.4K (+$75.1K)
Filed 2026-10-15
Lecap Asset Management LTD
DECREASED
Shares7,600 from 14,453
Change-6,853 (-47%)
Value$655.8K (-$474.9K)
Filed 2026-10-27
1620 Investment Advisors, Inc.
INCREASED
Shares7,587 from 7,464
Change+123 (+2%)
Value$654.6K (+$70.7K)
Filed 2026-11-04
Bank of Stockton
DECREASED
Shares7,521 from 8,601
Change-1,080 (-13%)
Value$649.0K (-$23.9K)
Filed 2026-10-20
Lyell Wealth Management, LP
DECREASED
Shares7,515 from 9,990
Change-2,475 (-25%)
Value$648.5K (-$133.0K)
Filed 2026-10-30
Summit Global Investments
INCREASED
Shares7,501 from 3,771
Change+3,730 (+99%)
Value$647 (+$352)
Filed 2026-10-28
Global Trust Asset Management, LLC
INCREASED
Shares7,487 from 7,456
Change+31 (+0%)
Value$646.1K (+$62.8K)
Filed 2026-10-19
Global X Japan Co., Ltd.
INCREASED
Shares7,476 from 7,197
Change+279 (+4%)
Value$645.1K (+$82.1K)
Filed 2026-10-21
Trust Point Inc.
INCREASED
Shares7,466 from 5,711
Change+1,755 (+31%)
Value$644.2K (+$197.5K)
Filed 2026-10-27
Versant Capital Management, Inc
INCREASED
Shares7,465 from 3,816
Change+3,649 (+96%)
Value$644.2K (+$345.6K)
Filed 2026-10-02
Clear Harbor Asset Management, LLC
INCREASED
Shares7,464 from 5,674
Change+1,790 (+32%)
Value$644.1K (+$200.2K)
Filed 2026-11-05
USAdvisors Wealth Management, LLC
UNCHANGED
Shares7,455 from 7,455
Change0 (0%)
Value$643 (+$60)
Filed 2026-10-21
VestGen Advisors, LLC
DECREASED
Shares7,442 from 8,872
Change-1,430 (-16%)
Value$642.2K (-$51.9K)
Filed 2026-10-27
Balboa Wealth Partners
INCREASED
Shares7,406 from 4,342
Change+3,064 (+71%)
Value$639.0K (+$299.4K)
Filed 2026-10-20
Fiduciary Financial Group, LLC
INCREASED
Shares7,394 from 7,073
Change+321 (+5%)
Value$638.0K (+$84.7K)
Filed 2026-10-13
Clark Wealth Partners
DECREASED
Shares7,349 from 8,533
Change-1,184 (-14%)
Value$639.4K (-$34.2K)
Filed 2026-10-19
Saxon Interests, Inc.
DECREASED
Shares7,312 from 8,543
Change-1,231 (-14%)
Value$631.0K (-$37.4K)
Filed 2026-10-26
Long Road Investment Counsel, LLC
UNCHANGED
Shares7,300 from 7,300
Change0 (0%)
Value$629.9K (+$58.8K)
Filed 2026-11-04
Marino, Stram & Associates LLC
INCREASED
Shares7,296 from 6,113
Change+1,183 (+19%)
Value$629.6K (+$151.4K)
Filed 2026-10-22
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares7,283 from 6,514
Change+769 (+12%)
Value$628.5K (+$118.9K)
Filed 2026-10-27
StrongBox Wealth, LLC
DECREASED
Shares7,265 from 7,680
Change-415 (-5%)
Value$626.9K (+$26.1K)
Filed 2026-11-02
MBL Wealth, LLC
NEW
Shares7,247
Change+7,247
Value$625.3K
Filed 2026-10-22
Lantz Financial LLC
DECREASED
Shares7,229 from 7,267
Change-38 (-1%)
Value$623.8K (+$55.3K)
Filed 2026-10-15
Essex Investment Management Co LLC
DECREASED
Shares7,217 from 7,401
Change-184 (-2%)
Value$622.8K (+$43.8K)
Filed 2026-10-19
Burney Co/
DECREASED
Shares7,199 from 7,201
Change-2 (0%)
Value$621.2K (+$57.9K)
Filed 2026-10-15
Wealth Enhancement Trust Services, Inc.
INCREASED
Shares7,157 from 7,102
Change+55 (+1%)
Value$617.6K (+$62.0K)
Filed 2026-10-07
Patrick M Sweeney & Associates, Inc
INCREASED
Shares7,094 from 6,994
Change+100 (+1%)
Value$612.1K (+$65.0K)
Filed 2026-10-22
Spirit of America Management Corp
UNCHANGED
Shares7,069 from 7,069
Change0 (0%)
Value$610.0K (+$57.0K)
Filed 2026-10-14
Chapin Davis, Inc.
INCREASED
Shares7,032 from 3,898
Change+3,134 (+80%)
Value$606.8K (+$301.9K)
Filed 2026-10-09
Alliance Private Wealth, LLC
DECREASED
Shares7,009 from 7,989
Change-980 (-12%)
Value$604.8K (-$20.2K)
Filed 2026-10-20
Caliber Wealth Management, LLC / KS
DECREASED
Shares6,868 from 8,264
Change-1,396 (-17%)
Value$592.6K (-$53.8K)
Filed 2026-11-04
Novem Group
DECREASED
Shares6,828 from 7,660
Change-832 (-11%)
Value$589.2K (-$10.0K)
Filed 2026-10-19
Tred Avon Family Wealth, LLC
INCREASED
Shares6,822 from 5,474
Change+1,348 (+25%)
Value$588.7K (+$160.5K)
Filed 2026-10-20
Riversedge Advisors, LLC
INCREASED
Shares6,809 from 3,605
Change+3,204 (+89%)
Value$587.5K (+$305.5K)
Filed 2026-10-09
Ashton Thomas Securities, LLC
INCREASED
Shares6,787 from 4,490
Change+2,297 (+51%)
Value$585.7K (+$235.7K)
Filed 2026-10-26
W.H. Cornerstone Investments Inc.
DECREASED
Shares6,749 from 7,072
Change-323 (-5%)
Value$582.4K (+$29.1K)
Filed 2026-11-03
Value Investment Professionals, LLC
UNCHANGED
Shares6,702 from 6,702
Change0 (0%)
Value$578.3K (+$54.0K)
Filed 2026-10-13
Plimoth Trust Co LLC
INCREASED
Shares6,689 from 4,302
Change+2,387 (+55%)
Value$577.2K (+$240.6K)
Filed 2026-10-26
Wright Investors Service Inc
DECREASED
Shares6,680 from 7,000
Change-320 (-5%)
Value$576.4K (+$28.8K)
Filed 2026-11-02
NLB Skladi, upravljanje premozenja, d.o.o.
UNCHANGED
Shares6,615 from 6,615
Change0 (0%)
Value$570.8K (+$53.3K)
Filed 2026-10-22
Dickmeyer Boyce Financial Management, Inc.
DECREASED
Shares6,555 from 7,063
Change-508 (-7%)
Value$565.6K (+$13.1K)
Filed 2026-10-08
Englebert Financial Advisers, LLC
DECREASED
Shares6,541 from 7,980
Change-1,439 (-18%)
Value$564.4K (-$59.9K)
Filed 2026-10-20
Laurel OAK Wealth Management, LLC
DECREASED
Shares6,535 from 6,568
Change-33 (0%)
Value$563.9K (+$50.1K)
Filed 2026-10-19
Mitchell Sinkler & Starr
DECREASED
Shares6,501 from 6,551
Change-50 (-1%)
Value$561.0K (+$48.5K)
Filed 2026-10-13
Jeppson Wealth Management, LLC
INCREASED
Shares6,487 from 6,433
Change+54 (+1%)
Value$559.8K (+$56.5K)
Filed 2026-10-20
Keudell ison Wealth Management
DECREASED
Shares6,486 from 7,713
Change-1,227 (-16%)
Value$559.7K (-$43.7K)
Filed 2026-10-16
L. Roy Papp & Associates, LLP
UNCHANGED
Shares6,486 from 6,486
Change0 (0%)
Value$559.7K (+$52.3K)
Filed 2026-10-21
New Wave Wealth Advisors LLC
INCREASED
Shares6,450 from 6,282
Change+168 (+3%)
Value$604.2K (+$108.5K)
Filed 2026-10-19
Integrated Advisors Network LLC
DECREASED
Shares6,423 from 7,123
Change-700 (-10%)
Value$554.2K (-$3.0K)
Filed 2026-10-20
Beaumont Asset Management, L.L.C.
INCREASED
Shares6,368 from 6,265
Change+103 (+2%)
Value$549.5K (+$59.4K)
Filed 2026-10-16
Delphi Management Inc
UNCHANGED
Shares6,350 from 6,350
Change0 (0%)
Value$548 (+$51)
Filed 2026-11-05
Chemung Canal Trust Co
DECREASED
Shares6,329 from 8,314
Change-1,985 (-24%)
Value$546.1K (-$104.3K)
Filed 2026-11-04
Alliance Wealth Advisors, LLC
INCREASED
Shares6,294 from 6,196
Change+98 (+2%)
Value$543.1K (+$58.4K)
Filed 2026-10-14
Nemes Rush Group LLC
DECREASED
Shares6,250 from 6,322
Change-72 (-1%)
Value$539.3K (+$44.7K)
Filed 2026-11-04
Kathmere Capital Management, LLC
INCREASED
Shares6,234 from 3,953
Change+2,281 (+58%)
Value$537.9K (+$228.7K)
Filed 2026-10-20
Parkside Financial Bank & Trust
INCREASED
Shares6,231 from 6,009
Change+222 (+4%)
Value$537.7K (+$67.6K)
Filed 2026-10-27
First Horizon Corp
DECREASED
Shares6,227 from 6,609
Change-382 (-6%)
Value$537.3K (+$20.3K)
Filed 2026-10-26
Mcdaniel Terry & Co
UNCHANGED
Shares6,203 from 6,203
Change0 (0%)
Value$535.3K (+$50.0K)
Filed 2026-11-05
General Partner, Inc.
UNCHANGED
Shares6,199 from 6,199
Change0 (0%)
Value$534.9K (+$50.0K)
Filed 2026-10-05
Boltwood Capital Management
DECREASED
Shares6,178 from 6,253
Change-75 (-1%)
Value$533.1K (+$43.9K)
Filed 2026-10-02
SAX Wealth Advisors, LLC
INCREASED
Shares6,106 from 5,736
Change+370 (+6%)
Value$526.9K (+$29.8K)
Filed 2026-10-13
Root Financial Partners, LLC
NEW
Shares6,102
Change+6,102
Value$526.5K
Filed 2026-10-21
SevenBridge Financial Group, LLC
DECREASED
Shares6,096 from 6,406
Change-310 (-5%)
Value$576.9K (+$18.5K)
Filed 2026-10-26
Mission Wealth Management, LP
DECREASED
Shares6,083 from 11,330
Change-5,247 (-46%)
Value$524.9K (-$361.5K)
Filed 2026-10-15
Prudent Man Advisors, LLC
DECREASED
Shares6,057 from 6,302
Change-245 (-4%)
Value$522.7K (+$29.7K)
Filed 2026-11-03
Cornerstone Wealth Group, LLC
INCREASED
Shares6,037 from 3,298
Change+2,739 (+83%)
Value$520.9K (+$262.9K)
Filed 2026-11-02
XXI Wealth, LLC
INCREASED
Shares6,007 from 4,990
Change+1,017 (+20%)
Value$518.3K (+$128.0K)
Filed 2026-10-22
Spectrum Asset Management, Inc. (NB )
INCREASED
Shares6,001 from 5,990
Change+11 (+0%)
Value$522.1K (+$49.2K)
Filed 2026-10-19
Northland Securities, Inc.
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$517.7K (+$48.4K)
Filed 2026-11-02
Ipsen Advisor Group LLC
DECREASED
Shares5,986 from 6,015
Change-29 (0%)
Value$516.5K (+$46.0K)
Filed 2026-10-29
Carnegie Investment Counsel
INCREASED
Shares5,960 from 5,797
Change+163 (+3%)
Value$514.3K (+$60.8K)
Filed 2026-10-20
Caldwell Trust Co
DECREASED
Shares5,958 from 6,152
Change-194 (-3%)
Value$514.1K (+$32.8K)
Filed 2026-10-30
Applied Finance Capital Management, LLC
NEW
Shares5,947
Change+5,947
Value$513.2K
Filed 2026-11-03
Financial Management Professionals, Inc.
DECREASED
Shares5,919 from 5,993
Change-74 (-1%)
Value$514.9K (+$41.8K)
Filed 2026-10-23
Plan A Wealth LLC
INCREASED
Shares5,917 from 5,788
Change+129 (+2%)
Value$510.6K (+$57.8K)
Filed 2026-10-08
First Premier Bank
DECREASED
Shares5,831 from 6,182
Change-351 (-6%)
Value$503 (+$20)
Filed 2026-10-13
Oslo Pensjonsforsikring AS
INCREASED
Shares5,815 from 5,736
Change+79 (+1%)
Value$501.8K (+$53.0K)
Filed 2026-10-15
Intesa Sanpaolo Wealth Management
UNCHANGED
Shares5,813 from 5,813
Change0 (0%)
Value$501.6K (+$46.9K)
Filed 2026-10-28
Avestar Capital, LLC
DECREASED
Shares5,791 from 6,049
Change-258 (-4%)
Value$499.7K (+$26.5K)
Filed 2026-10-28
First County Bank
INCREASED
Shares5,781 from 5,336
Change+445 (+8%)
Value$498.8K (+$81.4K)
Filed 2026-10-13
Investment Advisory Services Inc
INCREASED
Shares5,776 from 5,765
Change+11 (+0%)
Value$498.4K (+$47.4K)
Filed 2026-10-27
Code Waechter LLC
INCREASED
Shares5,772 from 3,697
Change+2,075 (+56%)
Value$498.0K (+$208.8K)
Filed 2026-10-23
SeaBridge Investment Advisors LLC
NEW
Shares5,735
Change+5,735
Value$494.9K
Filed 2026-11-02
Blake Schutter Theil Wealth Advisors, LLC
INCREASED
Shares5,734 from 5,308
Change+426 (+8%)
Value$494.8K (+$79.5K)
Filed 2026-11-02
Everhart Financial Group, Inc.
INCREASED
Shares5,719 from 5,246
Change+473 (+9%)
Value$493.5K (+$83.1K)
Filed 2026-10-08
Apella Capital, LLC
INCREASED
Shares5,667 from 3,428
Change+2,239 (+65%)
Value$484.6K (+$197.2K)
Filed 2026-10-08
RDA Financial Network
DECREASED
Shares5,664 from 6,823
Change-1,159 (-17%)
Value$488.7K (-$45.0K)
Filed 2026-10-15
1900 Wealth Management LLC
INCREASED
Shares5,643 from 2,582
Change+3,061 (+119%)
Value$486.9K (+$284.9K)
Filed 2026-10-13
Westside Investment Management, Inc.
DECREASED
Shares5,601 from 6,599
Change-998 (-15%)
Value$483.4K (-$32.9K)
Filed 2026-11-02
Finward Bancorp
UNCHANGED
Shares5,600 from 5,600
Change0 (0%)
Value$483.2K (+$45.1K)
Filed 2026-10-14
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares5,588 from 5,588
Change0 (0%)
Value$482.1K (+$45.0K)
Filed 2026-10-15
Argonautica Private Wealth Management, Inc
UNCHANGED
Shares5,570 from 5,570
Change0 (0%)
Value$480.7K (+$44.9K)
Filed 2026-11-02
Cypress Capital Group
UNCHANGED
Shares5,565 from 5,565
Change0 (0%)
Value$480.2K (+$44.9K)
Filed 2026-11-03
QTR Family Wealth, LLC
INCREASED
Shares5,545 from 4,122
Change+1,423 (+35%)
Value$478.4K (+$155.9K)
Filed 2026-11-02
Values First Advisors, Inc.
INCREASED
Shares5,482 from 5,351
Change+131 (+2%)
Value$473.0K (+$54.4K)
Filed 2026-10-23
Aviance Capital Partners, LLC
INCREASED
Shares5,469 from 5,355
Change+114 (+2%)
Value$471.9K (+$53.0K)
Filed 2026-10-29
Applied Capital LLC
UNCHANGED
Shares5,466 from 5,466
Change0 (0%)
Value$471.7K (+$44.1K)
Filed 2026-10-07
FSM Wealth Advisors, LLC
INCREASED
Shares5,409 from 5,153
Change+256 (+5%)
Value$474.6K (+$71.5K)
Filed 2026-10-27
Roffman Miller Associates Inc
DECREASED
Shares5,344 from 5,484
Change-140 (-3%)
Value$461.1K (+$32.1K)
Filed 2026-10-19
Ti-Trust, Inc
UNCHANGED
Shares5,335 from 5,335
Change0 (0%)
Value$460.4K (+$43.0K)
Filed 2026-10-21
Woodward Diversified Capital, LLC
DECREASED
Shares5,333 from 5,510
Change-177 (-3%)
Value$460.1K (+$29.1K)
Filed 2026-10-21
Walser Wealth Management Company, A Ltd Liability Co
DECREASED
Shares5,324 from 5,838
Change-514 (-9%)
Value$459.4K (+$2.7K)
Filed 2026-10-15
Triad Wealth Partners, LLC
DECREASED
Shares5,318 from 5,553
Change-235 (-4%)
Value$458.9K (-$22.5K)
Filed 2026-10-26
DecisionMap Wealth Management, LLC
DECREASED
Shares5,310 from 5,676
Change-366 (-6%)
Value$458.2K (+$14.2K)
Filed 2026-10-29
Murphy, Middleton, Hinkle & Parker, Inc.
UNCHANGED
Shares5,310 from 5,310
Change0 (0%)
Value$458.2K (+$42.8K)
Filed 2026-10-15
SeaCrest Wealth Management, LLC
DECREASED
Shares5,281 from 5,431
Change-150 (-3%)
Value$455.7K (+$30.8K)
Filed 2026-10-21
Jamison Private Wealth Management, Inc.
DECREASED
Shares5,276 from 6,311
Change-1,035 (-16%)
Value$455.3K (-$38.4K)
Filed 2026-10-14
WealthPlan Investment Management, LLC
DECREASED
Shares5,272 from 5,684
Change-412 (-7%)
Value$454.9K (+$10.2K)
Filed 2026-10-15
Interchange Capital Partners, LLC
NEW
Shares5,263
Change+5,263
Value$454.1K
Filed 2026-10-28
Avity Investment Management Inc.
NEW
Shares5,200
Change+5,200
Value$448.7K
Filed 2026-10-09
Genesis Private Wealth, LLC
INCREASED
Shares5,170 from 5,067
Change+103 (+2%)
Value$446.1K (+$49.7K)
Filed 2026-11-02
365 WMG Private Fund I: Primus Fund LLC
NEW
Shares5,146
Change+5,146
Value$444.0K
Filed 2026-10-20
Axecap Investments, LLC
UNCHANGED
Shares5,146 from 5,146
Change0 (0%)
Value$444.0K (+$41.5K)
Filed 2026-10-20
Davidson Trust Co
UNCHANGED
Shares5,146 from 5,146
Change0 (0%)
Value$444.0K (+$41.5K)
Filed 2026-10-09
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares5,141 from 3,895
Change+1,246 (+32%)
Value$443.6K (+$138.9K)
Filed 2026-10-23
IVC Wealth Advisors LLC
DECREASED
Shares5,137 from 5,922
Change-785 (-13%)
Value$443.3K (-$20.0K)
Filed 2026-10-23
Atticus Wealth Management, LLC
DECREASED
Shares5,129 from 5,391
Change-262 (-5%)
Value$442.6K (+$20.8K)
Filed 2026-10-20
NBH Bank
DECREASED
Shares5,108 from 5,141
Change-33 (-1%)
Value$440.8K (+$38.6K)
Filed 2026-11-05
City State Bank
DECREASED
Shares5,097 from 5,161
Change-64 (-1%)
Value$439.8K (+$36.1K)
Filed 2026-10-20
Register Financial Advisors LLC
INCREASED
Shares5,093 from 5,082
Change+11 (+0%)
Value$439.5K (+$41.9K)
Filed 2026-10-23
SYM Financial Corp
INCREASED
Shares5,079 from 3,495
Change+1,584 (+45%)
Value$438.3K (+$164.9K)
Filed 2026-10-26
Washington Trust Bank
INCREASED
Shares5,054 from 5,029
Change+25 (+1%)
Value$436.1K (+$42.7K)
Filed 2026-11-03
Dymon Asia Capital (Singapore) Pte. Ltd.
DECREASED
Shares5,000 from 63,130
Change-58,130 (-92%)
Value$431.5K (-$4.5M)
Filed 2026-11-04
Prairiewood Capital, LLC
UNCHANGED
Shares4,980 from 4,980
Change0 (0%)
Value$429.7K (+$40.1K)
Filed 2026-10-16
KPP Advisory Services LLC
DECREASED
Shares4,940 from 6,168
Change-1,228 (-20%)
Value$426.3K (-$56.3K)
Filed 2026-10-26
Bank & Trust Co
INCREASED
Shares4,907 from 4,373
Change+534 (+12%)
Value$423.4K (+$81.3K)
Filed 2026-10-07
Capital Management Associates, Inc
DECREASED
Shares4,906 from 5,024
Change-118 (-2%)
Value$423.3K (+$30.3K)
Filed 2026-10-20
Aspen Investment Management Inc
UNCHANGED
Shares4,889 from 4,889
Change0 (0%)
Value$422 (+$40)
Filed 2026-11-05
Cape Investment Advisory, Inc.
DECREASED
Shares4,869 from 5,074
Change-205 (-4%)
Value$420.1K (+$23.2K)
Filed 2026-10-13
Wynn Capital, LLC
DECREASED
Shares4,833 from 4,858
Change-25 (-1%)
Value$417.0K (+$37.0K)
Filed 2026-10-13
J.M. Arbour, LLC
INCREASED
Shares4,812 from 4,592
Change+220 (+5%)
Value$415.2K (+$56.0K)
Filed 2026-11-05
Great Diamond Partners, LLC
DECREASED
Shares4,808 from 5,198
Change-390 (-7%)
Value$414.9K (+$8.2K)
Filed 2026-10-13
Klingman & Associates, LLC
NEW
Shares4,804
Change+4,804
Value$414.5K
Filed 2026-10-20
Mechanics Financial Corp
DECREASED
Shares4,780 from 4,941
Change-161 (-3%)
Value$412.5K (+$25.9K)
Filed 2026-11-05
Westhampton Capital, LLC
UNCHANGED
Shares4,775 from 4,775
Change0 (0%)
Value$412.0K (+$38.5K)
Filed 2026-10-30
Grey Ledge Advisors, LLC
NEW
Shares4,772
Change+4,772
Value$411.7K
Filed 2026-11-02
Independence Bank of Kentucky
UNCHANGED
Shares4,763 from 4,763
Change0 (0%)
Value$411.0K (+$38.4K)
Filed 2026-10-26
Retirement Planning Group, LLC
INCREASED
Shares4,755 from 4,685
Change+70 (+1%)
Value$410.3K (+$43.8K)
Filed 2026-10-19
Sanders Morris Harris LLC
NEW
Shares4,744
Change+4,744
Value$409.4K
Filed 2026-10-14
Moss Adams Wealth Advisors LLC
DECREASED
Shares4,729 from 5,559
Change-830 (-15%)
Value$411.3K (-$27.4K)
Filed 2026-10-28
Provenance Wealth Advisors, LLC
INCREASED
Shares4,713 from 485
Change+4,228 (+872%)
Value$406.7K (+$368.7K)
Filed 2026-10-30
Beese Fulmer Investment Management, Inc.
NEW
Shares4,702
Change+4,702
Value$405.8K
Filed 2026-10-23
MSH Capital Advisors LLC
DECREASED
Shares4,677 from 4,735
Change-58 (-1%)
Value$403.6K (+$33.2K)
Filed 2026-11-03
Legacy Advisory Services, LLC
DECREASED
Shares4,660 from 5,014
Change-354 (-7%)
Value$402.2K (+$9.9K)
Filed 2026-10-20
Aljian Capital Management, LLC
DECREASED
Shares4,655 from 4,855
Change-200 (-4%)
Value$401.7K (+$21.9K)
Filed 2026-10-28
Childress Capital Advisors, LLC
INCREASED
Shares4,617 from 3,318
Change+1,299 (+39%)
Value$398.4K (+$138.8K)
Filed 2026-10-28
Seamount Financial Group Inc
UNCHANGED
Shares4,607 from 4,607
Change0 (0%)
Value$397.5K (+$37.1K)
Filed 2026-10-21
J. Safra Sarasin Holding AG
DECREASED
Shares4,605 from 8,567
Change-3,962 (-46%)
Value$401.1K (-$281.7K)
Filed 2026-10-26
Hunter Associates Investment Management LLC
UNCHANGED
Shares4,598 from 4,598
Change0 (0%)
Value$399 (+$40)
Filed 2026-10-26
Creative Financial Designs Inc
DECREASED
Shares4,595 from 14,105
Change-9,510 (-67%)
Value$396.5K (-$706.9K)
Filed 2026-11-04
First Affirmative Financial Network
NEW
Shares4,495
Change+4,495
Value$387.9K
Filed 2026-10-21
Avantax Planning Partners, Inc.
DECREASED
Shares4,484 from 4,908
Change-424 (-9%)
Value$386.9K (+$3.0K)
Filed 2026-11-03
Valley National Advisers Inc
DECREASED
Shares4,469 from 5,125
Change-656 (-13%)
Value$385.6K (-$15.3K)
Filed 2026-10-23
Richwood Investment Advisors, LLC
DECREASED
Shares4,449 from 4,750
Change-301 (-6%)
Value$384.0K (+$12.4K)
Filed 2026-10-30
Facet Wealth, Inc.
NEW
Shares4,430
Change+4,430
Value$382.3K
Filed 2026-11-04
Shepherd Financial Partners LLC
DECREASED
Shares4,426 from 4,983
Change-557 (-11%)
Value$381.9K (-$7.9K)
Filed 2026-11-03
MBA Advisors LLC
INCREASED
Shares4,383 from 3,956
Change+427 (+11%)
Value$378.2K (+$68.7K)
Filed 2026-10-29
Riverbend Wealth Management, LLC
INCREASED
Shares4,377 from 4,169
Change+208 (+5%)
Value$377.7K (+$51.6K)
Filed 2026-10-15
Certior Financial Group, LLC
INCREASED
Shares4,376 from 4,141
Change+235 (+6%)
Value$377.6K (+$53.7K)
Filed 2026-10-19
Blue Trust, Inc.
DECREASED
Shares4,370 from 6,380
Change-2,010 (-31%)
Value$377.1K (-$122.0K)
Filed 2026-10-15
CWA Asset Management Group, LLC
INCREASED
Shares4,365 from 4,167
Change+198 (+5%)
Value$376.7K (+$50.7K)
Filed 2026-10-19
TCI Wealth Advisors, Inc.
DECREASED
Shares4,353 from 4,434
Change-81 (-2%)
Value$375.7K (+$28.8K)
Filed 2026-10-30
Rossmore Private Capital
INCREASED
Shares4,347 from 2,793
Change+1,554 (+56%)
Value$378.2K (+$157.7K)
Filed 2026-10-27
Larry Mathis Financial Planning, LLC
DECREASED
Shares4,342 from 4,560
Change-218 (-5%)
Value$374.7K (+$17.9K)
Filed 2026-10-26
Cravens & Co Advisors, LLC
DECREASED
Shares4,332 from 4,457
Change-125 (-3%)
Value$373.8K (+$25.1K)
Filed 2026-10-16
Renasant Bank
INCREASED
Shares4,312 from 4,146
Change+166 (+4%)
Value$372.1K (+$47.7K)
Filed 2026-11-05
Rossby Financial, LCC
INCREASED
Shares4,307 from 3,877
Change+430 (+11%)
Value$371.6K (+$68.3K)
Filed 2026-11-05
Chicago Trust Co NA
DECREASED
Shares4,280 from 4,450
Change-170 (-4%)
Value$369.3K (+$21.2K)
Filed 2026-10-28
Meadow Creek Wealth Advisors LLC
DECREASED
Shares4,274 from 4,453
Change-179 (-4%)
Value$368.8K (+$20.4K)
Filed 2026-11-02
One Wealth Capital Management, LLC
INCREASED
Shares4,240 from 4,117
Change+123 (+3%)
Value$365.9K (+$43.8K)
Filed 2026-10-23
Farmers & Merchants Trust Co of Chambersburg PA
DECREASED
Shares4,184 from 9,234
Change-5,050 (-55%)
Value$361 (-$361)
Filed 2026-10-14
Triumph Capital Management
INCREASED
Shares4,180 from 3,750
Change+430 (+11%)
Value$360.7K (+$67.4K)
Filed 2026-10-14
Physician Wealth Advisors, Inc.
INCREASED
Shares4,180 from 4,088
Change+92 (+2%)
Value$360.7K (+$40.8K)
Filed 2026-10-20
Leonard Rickey Investment Advisors P.L.L.C.
INCREASED
Shares4,173 from 4,167
Change+6 (+0%)
Value$360.1K (+$34.1K)
Filed 2026-10-29
Radnor Capital Management, LLC
UNCHANGED
Shares4,170 from 4,170
Change0 (0%)
Value$359.8K (+$33.6K)
Filed 2026-10-23
Shum Financial Group, Inc.
DECREASED
Shares4,144 from 4,329
Change-185 (-4%)
Value$357.6K (+$18.9K)
Filed 2026-10-13
Chiron Capital Management, LLC
DECREASED
Shares4,121 from 9,821
Change-5,700 (-58%)
Value$355.6K (-$412.7K)
Filed 2026-10-15
Virtue Capital Management, LLC
INCREASED
Shares4,098 from 3,953
Change+145 (+4%)
Value$353.6K (+$44.4K)
Filed 2026-10-29
Manchester Capital Management LLC
DECREASED
Shares4,087 from 4,152
Change-65 (-2%)
Value$352.7K (+$27.9K)
Filed 2026-10-22
Symphony Financial, Ltd. Co.
INCREASED
Shares4,078 from 3,893
Change+185 (+5%)
Value$352.8K (+$40.5K)
Filed 2026-10-22
Abel Hall, LLC
INCREASED
Shares4,071 from 3,607
Change+464 (+13%)
Value$351.3K (+$69.1K)
Filed 2026-10-19
InvesTrust
DECREASED
Shares4,056 from 4,165
Change-109 (-3%)
Value$350.0K (+$24.2K)
Filed 2026-10-14
Financiere des Professionnels - Fonds d'investissement inc.
INCREASED
Shares4,043 from 2,439
Change+1,604 (+66%)
Value$348.9K (+$158.1K)
Filed 2026-11-03
Indiana Trust & Investment Management Co
DECREASED
Shares4,036 from 4,440
Change-404 (-9%)
Value$348.3K (+$925)
Filed 2026-10-22
Tritonpoint Wealth, LLC
INCREASED
Shares4,028 from 3,446
Change+582 (+17%)
Value$347.6K (+$78.0K)
Filed 2026-10-19
Intergy Private Wealth, LLC
INCREASED
Shares4,021 from 3,956
Change+65 (+2%)
Value$347.0K (+$37.5K)
Filed 2026-10-16
Prevail Innovative Wealth Advisors, LLC
NEW
Shares4,017
Change+4,017
Value$343.5K
Filed 2026-10-20
Juncture Wealth Strategies, LLC
INCREASED
Shares4,016 from 3,216
Change+800 (+25%)
Value$346.6K (+$95.0K)
Filed 2026-10-06
Independent Wealth Network Inc.
INCREASED
Shares4,015 from 3,730
Change+285 (+8%)
Value$346.5K (+$54.6K)
Filed 2026-10-19
JFS Wealth Advisors, LLC
DECREASED
Shares4,002 from 4,172
Change-170 (-4%)
Value$345.5K (+$18.9K)
Filed 2026-11-03
UMB Private Wealth Management, LLC
NEW
Shares3,956
Change+3,956
Value$341.3K
Filed 2026-10-19
TigerOak Management, L.L.C.
DECREASED
Shares3,950 from 4,132
Change-182 (-4%)
Value$340.8K (+$17.6K)
Filed 2026-10-23
Clear Wave Wealth Management LLC
INCREASED
Shares3,903 from 3,544
Change+359 (+10%)
Value$336.8K (+$59.5K)
Filed 2026-11-04
Claro Advisors Inc.
INCREASED
Shares3,900 from 3,880
Change+20 (+1%)
Value$336.5K (+$33.0K)
Filed 2026-11-02
Carnegie Lake Advisors LLC
DECREASED
Shares3,870 from 11,006
Change-7,136 (-65%)
Value$949.7K (+$88.7K)
Filed 2026-11-03
PDS Planning, Inc
DECREASED
Shares3,859 from 3,892
Change-33 (-1%)
Value$333.0K (+$28.5K)
Filed 2026-11-03
Strategy Asset Managers LLC
DECREASED
Shares3,836 from 3,999
Change-163 (-4%)
Value$331.0K (+$18.2K)
Filed 2026-10-14
Signal Advisors Wealth, LLC
INCREASED
Shares3,835 from 3,645
Change+190 (+5%)
Value$331.0K (+$45.8K)
Filed 2026-10-13
RIA Advisory Group LLC
NEW
Shares3,834
Change+3,834
Value$330.8K
Filed 2026-10-15
TritonPoint Partners, LLC
DECREASED
Shares3,821 from 4,685
Change-864 (-18%)
Value$332.5K (-$35.7K)
Filed 2026-11-05
Washington Capital Management, Inc
DECREASED
Shares3,810 from 4,030
Change-220 (-5%)
Value$328.8K (+$13.5K)
Filed 2026-10-19
Jmac Enterprises LLC
DECREASED
Shares3,800 from 11,000
Change-7,200 (-65%)
Value$327.9K (-$532.6K)
Filed 2026-10-30
Deseret Mutual Benefit Administrators
INCREASED
Shares3,787 from 2,634
Change+1,153 (+44%)
Value$326.8K (+$120.7K)
Filed 2026-11-04
Stokes Capital Advisors, LLC
INCREASED
Shares3,750 from 3,700
Change+50 (+1%)
Value$323.6K (+$34.1K)
Filed 2026-10-09
Thrive Wealth Management, LLC
DECREASED
Shares3,717 from 3,745
Change-28 (-1%)
Value$320.7K (+$27.8K)
Filed 2026-10-13
Wealth Effects LLC
NEW
Shares3,709
Change+3,709
Value$320.1K
Filed 2026-10-23
Gen-Wealth Partners Inc
DECREASED
Shares3,709 from 3,905
Change-196 (-5%)
Value$320.1K (+$14.6K)
Filed 2026-11-04
Summit Financial Wealth Advisors, LLC
NEW
Shares3,706
Change+3,706
Value$319.8K
Filed 2026-10-15
Concord Wealth Partners
INCREASED
Shares3,692 from 806
Change+2,886 (+358%)
Value$318.6K (+$255.5K)
Filed 2026-11-02
Harbour Trust & Investment Management Co
DECREASED
Shares3,685 from 3,756
Change-71 (-2%)
Value$318.0K (+$24.1K)
Filed 2026-10-28
Alpha Omega Wealth Management LLC
INCREASED
Shares3,684 from 3,679
Change+5 (+0%)
Value$317.9K (+$30.1K)
Filed 2026-10-23
Nautilus Advisors LLC
UNCHANGED
Shares3,679 from 3,679
Change0 (0%)
Value$317.5K (+$8.9K)
Filed 2026-10-07
Diversified Enterprises, LLC
INCREASED
Shares3,668 from 2,585
Change+1,083 (+42%)
Value$316.5K (+$114.3K)
Filed 2026-10-19
Randall & Associates Wealth Management
INCREASED
Shares3,658 from 3,342
Change+316 (+9%)
Value$315.6K (+$54.2K)
Filed 2026-10-20
Independence Wealth Advisors, LLC
DECREASED
Shares3,655 from 3,731
Change-76 (-2%)
Value$315.4K (+$23.5K)
Filed 2026-10-29
Burke & Herbert Bank & Trust Co
UNCHANGED
Shares3,649 from 3,649
Change0 (0%)
Value$314.9K (+$29.4K)
Filed 2026-11-02
Allegiance Financial Group Advisory Services LLC
NEW
Shares3,628
Change+3,628
Value$315.7K
Filed 2026-11-02
Bison Wealth, LLC
INCREASED
Shares3,627 from 2,492
Change+1,135 (+46%)
Value$333.4K (+$126.4K)
Filed 2026-10-13
Sovran Advisors, LLC
DECREASED
Shares3,626 from 3,668
Change-42 (-1%)
Value$352.1K (+$33.4K)
Filed 2026-11-02
RMR Wealth Builders
NEW
Shares3,617
Change+3,617
Value$312.1K
Filed 2026-10-22
High Note Wealth, LLC
INCREASED
Shares3,611 from 3,587
Change+24 (+1%)
Value$311.6K (+$31.0K)
Filed 2026-10-27
BigSur Wealth Management LLC
UNCHANGED
Shares3,600 from 3,600
Change0 (0%)
Value$313.2K (+$29.0K)
Filed 2026-10-13
Stiles Financial Services Inc
DECREASED
Shares3,578 from 3,587
Change-9 (0%)
Value$308.7K (+$28.1K)
Filed 2026-10-30
Maia Wealth LLC
DECREASED
Shares3,558 from 4,225
Change-667 (-16%)
Value$307.0K (-$23.5K)
Filed 2026-10-19
Montecito Bank & Trust
DECREASED
Shares3,556 from 3,611
Change-55 (-2%)
Value$306.8K (+$24.4K)
Filed 2026-10-01
Patten Group, Inc.
DECREASED
Shares3,554 from 3,824
Change-270 (-7%)
Value$306.7K (+$7.5K)
Filed 2026-10-26
Carret Asset Management, LLC
UNCHANGED
Shares3,551 from 3,551
Change0 (0%)
Value$306.4K (+$28.6K)
Filed 2026-11-04
Atlas Private Wealth Advisors
NEW
Shares3,537
Change+3,537
Value$305.2K
Filed 2026-10-23
Excalibur Management Corp
DECREASED
Shares3,501 from 3,531
Change-30 (-1%)
Value$302.1K (+$25.9K)
Filed 2026-11-02
Summit Wealth Group LLC / Co
INCREASED
Shares3,482 from 2,745
Change+737 (+27%)
Value$300.4K (+$85.7K)
Filed 2026-10-29
Bond & Devick Financial Network, Inc.
UNCHANGED
Shares3,472 from 3,472
Change0 (0%)
Value$299.6K (+$28.0K)
Filed 2026-10-23
Curat Global, LLC
INCREASED
Shares3,470 from 3,150
Change+320 (+10%)
Value$299.4K (+$137.5K)
Filed 2026-10-26
Dakota Community Bank & Trust NA
UNCHANGED
Shares3,451 from 3,451
Change0 (0%)
Value$297.8K (+$27.8K)
Filed 2026-10-09
Aspiriant, LLC
DECREASED
Shares3,450 from 5,770
Change-2,320 (-40%)
Value$297.7K (-$153.7K)
Filed 2026-10-16
Cambridge Advisors Inc.
DECREASED
Shares3,430 from 4,160
Change-730 (-18%)
Value$296.0K (-$29.5K)
Filed 2026-10-19
Heritage Family Offices, LLP
DECREASED
Shares3,427 from 4,080
Change-653 (-16%)
Value$295.7K (-$23.5K)
Filed 2026-11-02
Mather Group, Llc.
INCREASED
Shares3,424 from 2,354
Change+1,070 (+45%)
Value$295.5K (+$111.3K)
Filed 2026-10-14
Saxony Capital Management, LLC
INCREASED
Shares3,421 from 3,101
Change+320 (+10%)
Value$295.2K (+$52.6K)
Filed 2026-10-15
Verity Asset Management, Inc.
INCREASED
Shares3,413 from 3,278
Change+135 (+4%)
Value$294.5K (+$38.1K)
Filed 2026-10-30
Arsenal Capital Advisors LLC
INCREASED
Shares3,399 from 3,389
Change+10 (+0%)
Value$293.3K (+$28.2K)
Filed 2026-11-02
Parkside Investments, LLC
UNCHANGED
Shares3,391 from 3,391
Change0 (0%)
Value$292.6K (+$27.3K)
Filed 2026-10-20
White Lighthouse Investment Management Inc.
INCREASED
Shares3,390 from 2,692
Change+698 (+26%)
Value$292.5K (+$81.9K)
Filed 2026-10-21
AMG National Trust Bank
NEW
Shares3,381
Change+3,381
Value$291.7K
Filed 2026-11-05
Silverlake Wealth Management LLC
DECREASED
Shares3,380 from 3,734
Change-354 (-9%)
Value$291.7K (-$458)
Filed 2026-10-21
Avail Investment Partners, LLC
NEW
Shares3,377
Change+3,377
Value$291.4K
Filed 2026-10-16
Pines Wealth Management, LLC
DECREASED
Shares3,373 from 3,519
Change-146 (-4%)
Value$291.1K (+$15.8K)
Filed 2026-10-21
Kaufman Rossin Wealth, LLC
NEW
Shares3,363
Change+3,363
Value$290.2K
Filed 2026-10-19
Obermeyer Wealth Partners
DECREASED
Shares3,359 from 3,550
Change-191 (-5%)
Value$289.8K (+$12.1K)
Filed 2026-10-21
Quartz Partners, LLC
NEW
Shares3,327
Change+3,327
Value$287.1K
Filed 2026-11-03
BridgePort Financial Solutions, LLC
INCREASED
Shares3,313 from 3,211
Change+102 (+3%)
Value$285.9K (+$34.7K)
Filed 2026-11-02
Global View Capital Management LLC
DECREASED
Shares3,282 from 4,253
Change-971 (-23%)
Value$283.2K (-$49.5K)
Filed 2026-10-28
SJS Investment Consulting Inc.
INCREASED
Shares3,266 from 1,285
Change+1,981 (+154%)
Value$281.8K (+$181.3K)
Filed 2026-10-26
Baxter Bros Inc
INCREASED
Shares3,265 from 2,965
Change+300 (+10%)
Value$281.7K (+$49.8K)
Filed 2026-11-04
Waldron Private Wealth LLC
DECREASED
Shares3,258 from 3,642
Change-384 (-11%)
Value$283.4K (-$1.4K)
Filed 2026-11-02
City Center Advisors, LLC
NEW
Shares3,250
Change+3,250
Value$280.4K
Filed 2026-10-08
Adelphi Trust Co
INCREASED
Shares3,245 from 3,072
Change+173 (+6%)
Value$280.0K (+$39.7K)
Filed 2026-10-05
Letson Investment Management, Inc.
INCREASED
Shares3,239 from 2,836
Change+403 (+14%)
Value$279.5K (+$57.6K)
Filed 2026-11-05
Peoples Financial Services Corp.
DECREASED
Shares3,203 from 3,316
Change-113 (-3%)
Value$276.4K (+$17.0K)
Filed 2026-10-20
McGlone Suttner Wealth Management, Inc.
INCREASED
Shares3,199 from 3,168
Change+31 (+1%)
Value$276.0K (+$28.2K)
Filed 2026-10-13
Principle Wealth Partners LLC
INCREASED
Shares3,193 from 3,142
Change+51 (+2%)
Value$275.5K (+$29.7K)
Filed 2026-11-02
Centurion Wealth Management LLC
INCREASED
Shares3,193 from 3,186
Change+7 (+0%)
Value$275.5K (+$26.2K)
Filed 2026-10-13
Essex Bank
INCREASED
Shares3,192 from 2,815
Change+377 (+13%)
Value$275.4K (+$55.2K)
Filed 2026-10-16
Founders Capital Management, LLC
UNCHANGED
Shares3,184 from 3,184
Change0 (0%)
Value$274.7K (+$25.7K)
Filed 2026-10-23
LifeGoal Investments, LLC
NEW
Shares3,180
Change+3,180
Value$274.4K
Filed 2026-10-09
Burton Enright Welch
NEW
Shares3,170
Change+3,170
Value$273.5K
Filed 2026-11-04
Amplius Wealth Advisors, LLC
NEW
Shares3,153
Change+3,153
Value$272.1K
Filed 2026-10-20
Retirement Planning Co of New England, Inc.
DECREASED
Shares3,153 from 3,298
Change-145 (-4%)
Value$272.0K (+$14.1K)
Filed 2026-10-15
Bank Pictet & Cie (Europe) AG
DECREASED
Shares3,130 from 7,830
Change-4,700 (-60%)
Value$270.1K (-$342.5K)
Filed 2026-10-20
Alhambra Investment Management LLC
INCREASED
Shares3,112 from 2,883
Change+229 (+8%)
Value$268.5K (+$43.0K)
Filed 2026-10-15
Texas Bank & Trust Co
NEW
Shares3,091
Change+3,091
Value$266.7K
Filed 2026-11-04
Strategic Blueprint, LLC
INCREASED
Shares3,082 from 2,890
Change+192 (+7%)
Value$266.0K (+$39.9K)
Filed 2026-10-22
CoreCap Advisors, LLC
INCREASED
Shares3,054 from 2,945
Change+109 (+4%)
Value$263.5K (+$33.1K)
Filed 2026-10-08
MCF Advisors LLC
INCREASED
Shares3,052 from 2,660
Change+392 (+15%)
Value$265.5K (+$55.6K)
Filed 2026-10-28
Wedge Capital Management L L P
DECREASED
Shares3,028 from 3,143
Change-115 (-4%)
Value$261.3K (+$15.4K)
Filed 2026-10-13
Aspetuck Financial Management LLC
UNCHANGED
Shares3,025 from 3,025
Change0 (0%)
Value$261.0K (+$24.4K)
Filed 2026-11-04
North Star Investment Management Corp.
INCREASED
Shares3,020 from 3,014
Change+6 (+0%)
Value$260.6K (+$24.8K)
Filed 2026-10-27
Inlet Private Wealth, LLC
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$258.9K (+$24.2K)
Filed 2026-10-21
Core Wealth Partners LLC
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$258.9K (+$24.2K)
Filed 2026-11-02
Integrity Advisory Solutions, LLC
INCREASED
Shares2,996 from 2,810
Change+186 (+7%)
Value$258.5K (+$38.7K)
Filed 2026-10-29
Flavin Financial Services, Inc.
DECREASED
Shares2,989 from 3,162
Change-173 (-5%)
Value$257.9K (+$10.6K)
Filed 2026-10-21
Nicollet Investment Management, Inc.
UNCHANGED
Shares2,986 from 2,986
Change0 (0%)
Value$258 (+$24)
Filed 2026-10-14
Affiance Financial, LLC
UNCHANGED
Shares2,979 from 2,979
Change0 (0%)
Value$257.1K (+$24.0K)
Filed 2026-10-15
G&S Capital LLC
NEW
Shares2,966
Change+2,966
Value$255.9K
Filed 2026-10-23
Endowment Wealth Management, Inc.
INCREASED
Shares2,964 from 2,936
Change+28 (+1%)
Value$255.8K (+$26.1K)
Filed 2026-11-03
Clifford Swan Investment Counsel LLC
INCREASED
Shares2,954 from 2,801
Change+153 (+5%)
Value$254.9K (+$35.8K)
Filed 2026-11-05
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares2,937 from 9,166
Change-6,229 (-68%)
Value$253.4K (-$463.6K)
Filed 2026-10-14
LightSquare Wealth Management, LLC
INCREASED
Shares2,932 from 2,829
Change+103 (+4%)
Value$253.0K (+$31.7K)
Filed 2026-11-03
TCP Asset Management, LLC
UNCHANGED
Shares2,922 from 2,922
Change0 (0%)
Value$252.4K (+$23.8K)
Filed 2026-10-14
Maple Capital Management, Inc.
DECREASED
Shares2,916 from 3,149
Change-233 (-7%)
Value$251.6K (+$5.3K)
Filed 2026-11-02
Cromwell Holdings LLC
INCREASED
Shares2,911 from 1,482
Change+1,429 (+96%)
Value$252.3K (+$135.6K)
Filed 2026-10-28
Formidable Asset Management, LLC
DECREASED
Shares2,902 from 3,026
Change-124 (-4%)
Value$227.0K (-$35.2K)
Filed 2026-11-03
Summit Investment Advisory Services, LLC
DECREASED
Shares2,901 from 3,420
Change-519 (-15%)
Value$250.3K (-$17.3K)
Filed 2026-11-03
Freedom Day Solutions, LLC
NEW
Shares2,900
Change+2,900
Value$250.2K
Filed 2026-10-20
Columbia Bank
INCREASED
Shares2,895 from 2,770
Change+125 (+5%)
Value$249.8K (+$33.1K)
Filed 2026-10-29
Folger Nolan Fleming Douglas Capital Management, Inc
DECREASED
Shares2,888 from 3,256
Change-368 (-11%)
Value$249.2K (-$5.5K)
Filed 2026-10-13
Reflection Asset Management
INCREASED
Shares2,885 from 2,657
Change+228 (+9%)
Value$248.9K (+$41.1K)
Filed 2026-10-28
Optivise Advisory Services LLC
INCREASED
Shares2,879 from 2,629
Change+250 (+10%)
Value$248.5K (+$42.8K)
Filed 2026-10-19
AMG Asset Management Group, Inc.
INCREASED
Shares2,869 from 2,715
Change+154 (+6%)
Value$247.6K (+$35.2K)
Filed 2026-10-21
Northwest Wealth Management, LLC
NEW
Shares2,864
Change+2,864
Value$247.1K
Filed 2026-10-30
KRM Wealth Management L.L.C.
INCREASED
Shares2,847 from 2,807
Change+40 (+1%)
Value$245.7K (+$26.1K)
Filed 2026-11-02
Pinnacle Bancorp, Inc.
INCREASED
Shares2,840 from 2,609
Change+231 (+9%)
Value$245.1K (+$41.0K)
Filed 2026-10-21
Angeles Wealth Management, LLC
DECREASED
Shares2,831 from 3,505
Change-674 (-19%)
Value$246.5K (-$30.6K)
Filed 2026-10-26
Barlow Wealth Partners, LLC
UNCHANGED
Shares2,827 from 2,827
Change0 (0%)
Value$246.2K (+$14.4K)
Filed 2026-10-15
71 West Capital Partners
NEW
Shares2,823
Change+2,823
Value$243.6K
Filed 2026-11-04
SmartHarvest Portfolios, LLC
DECREASED
Shares2,803 from 3,112
Change-309 (-10%)
Value$241.8K (-$1.6K)
Filed 2026-10-26
Paradigm Asset Management Co LLC
UNCHANGED
Shares2,800 from 2,800
Change0 (0%)
Value$241.6K (+$22.6K)
Filed 2026-11-05
Exchange Bank
UNCHANGED
Shares2,796 from 2,796
Change0 (0%)
Value$241.3K (+$22.5K)
Filed 2026-10-07
True Wealth Design, LLC
INCREASED
Shares2,784 from 1,416
Change+1,368 (+97%)
Value$240.2K (+$129.5K)
Filed 2026-10-13
Jm2 Capital Inc.
DECREASED
Shares2,780 from 2,815
Change-35 (-1%)
Value$239.9K (+$19.7K)
Filed 2026-10-14
Southland Equity Partners LLC
INCREASED
Shares2,771 from 2,755
Change+16 (+1%)
Value$239.1K (+$23.6K)
Filed 2026-10-14
Advisor Resource Council
DECREASED
Shares2,769 from 4,892
Change-2,123 (-43%)
Value$243.6K (-$162.7K)
Filed 2026-11-05
Signature Estate & Investment Advisors LLC
INCREASED
Shares2,766 from 2,668
Change+98 (+4%)
Value$238.7K (+$29.8K)
Filed 2026-10-13
Tempus Wealth Planning, LLC
INCREASED
Shares2,763 from 2,729
Change+34 (+1%)
Value$238.4K (+$24.9K)
Filed 2026-10-14
Atlas Brown,Inc.
INCREASED
Shares2,758 from 2,613
Change+145 (+6%)
Value$238.0K (+$33.6K)
Filed 2026-10-09
Gilpin Wealth Management, LLC
INCREASED
Shares2,757 from 2,732
Change+25 (+1%)
Value$237.9K (+$24.2K)
Filed 2026-10-09
Plancorp, LLC
NEW
Shares2,750
Change+2,750
Value$265.5K
Filed 2026-11-03
PFG Advisors
DECREASED
Shares2,732 from 3,561
Change-829 (-23%)
Value$235.7K (-$42.8K)
Filed 2026-10-16
Catherine Avery Investment Management LLC
UNCHANGED
Shares2,729 from 2,729
Change0 (0%)
Value$235.5K (+$22.0K)
Filed 2026-10-14
Peddock Capital Advisors, LLC
UNCHANGED
Shares2,723 from 2,723
Change0 (0%)
Value$235.0K (+$21.9K)
Filed 2026-10-16
Cowa, LLC
NEW
Shares2,719
Change+2,719
Value$234.7K
Filed 2026-10-30
Pacific Asset Management, LLC
NEW
Shares2,705
Change+2,705
Value$233.4K
Filed 2026-10-15
Regent Peak Wealth Advisors LLC
NEW
Shares2,702
Change+2,702
Value$233.2K
Filed 2026-10-13
Powers Advisory Group, LLC
DECREASED
Shares2,695 from 2,895
Change-200 (-7%)
Value$232.6K (+$6.1K)
Filed 2026-10-14
Elco Management Co., LLC
UNCHANGED
Shares2,693 from 2,693
Change0 (0%)
Value$232.4K (+$21.7K)
Filed 2026-10-14
Victory Financial Group, LLC
NEW
Shares2,687
Change+2,687
Value$231.9K
Filed 2026-10-27
Morey & Quinn Wealth Partners, LLC
DECREASED
Shares2,682 from 2,882
Change-200 (-7%)
Value$231.4K (+$6.0K)
Filed 2026-10-28
Monument Capital Management
NEW
Shares2,676
Change+2,676
Value$230.9K
Filed 2026-10-09
Argos Wealth Advisors, LLC
DECREASED
Shares2,676 from 2,768
Change-92 (-3%)
Value$230.9K (+$14.4K)
Filed 2026-11-02
Mystic Asset Management, Inc.
DECREASED
Shares2,652 from 2,752
Change-100 (-4%)
Value$228.8K (+$13.5K)
Filed 2026-10-15
Beacon Bank & Trust
DECREASED
Shares2,643 from 3,308
Change-665 (-20%)
Value$228.1K (-$30.7K)
Filed 2026-10-27
Fulcrum Wealth Advisors, LLC
UNCHANGED
Shares2,640 from 2,640
Change0 (0%)
Value$227.8K (+$21.3K)
Filed 2026-10-16
Capital Square, LLC
INCREASED
Shares2,630 from 2,579
Change+51 (+2%)
Value$227.0K (+$10.6K)
Filed 2026-10-19
Aull & Monroe Investment Management Corp
UNCHANGED
Shares2,626 from 2,626
Change0 (0%)
Value$226.6K (+$21.2K)
Filed 2026-10-16
First Heartland Consultants, Inc.
NEW
Shares2,619
Change+2,619
Value$226.0K
Filed 2026-10-08
Cassaday & Co Wealth Management LLC
INCREASED
Shares2,613 from 2,252
Change+361 (+16%)
Value$225.5K (+$49.3K)
Filed 2026-10-27
Focused Wealth Management, Inc
DECREASED
Shares2,561 from 2,562
Change-1 (0%)
Value$221.0K (+$20.6K)
Filed 2026-10-30
Ignite Planners, LLC
NEW
Shares2,560
Change+2,560
Value$220.9K
Filed 2026-10-14
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares2,556 from 1,558
Change+998 (+64%)
Value$220.6K (+$98.7K)
Filed 2026-10-16
MLG Wealth Management DBA Pine Grove Financial Group
NEW
Shares2,553
Change+2,553
Value$220.3K
Filed 2026-10-13
TL Private Wealth
INCREASED
Shares2,553 from 2,540
Change+13 (+1%)
Value$234.7K (+$21.8K)
Filed 2026-10-13
Harbor Investment Advisory, LLC
INCREASED
Shares2,541 from 2,154
Change+387 (+18%)
Value$219.2K (+$50.7K)
Filed 2026-10-13
3Chopt Investment Partners, LLC
NEW
Shares2,537
Change+2,537
Value$220.9K
Filed 2026-10-30
Legacy Solutions, LLC
NEW
Shares2,522
Change+2,522
Value$217.6K
Filed 2026-10-07
Midwest Financial Partners Investments, Inc.
NEW
Shares2,510
Change+2,510
Value$216.6K
Filed 2026-10-08
BIP Wealth, LLC
NEW
Shares2,501
Change+2,501
Value$215.8K
Filed 2026-10-22
Northstar Asset Management Co
DECREASED
Shares2,500 from 3,550
Change-1,050 (-30%)
Value$232.6K (-$62.8K)
Filed 2026-10-22
Brady Family Wealth, LLC
DECREASED
Shares2,492 from 24,517
Change-22,025 (-90%)
Value$215.0K (-$1.7M)
Filed 2026-11-02
Squire Investment Management Company, LLC
NEW
Shares2,486
Change+2,486
Value$214.5K
Filed 2026-11-03
SilverOak Wealth Management LLC
NEW
Shares2,475
Change+2,475
Value$213.6K
Filed 2026-10-29
Future Financial Wealth Managment LLC
UNCHANGED
Shares2,475 from 2,475
Change0 (0%)
Value$213.6K (+$10.6K)
Filed 2026-10-15
Financially Speaking Inc
UNCHANGED
Shares2,468 from 2,468
Change0 (0%)
Value$213.0K (-$889)
Filed 2026-11-05
Family Legacy, Inc.
NEW
Shares2,428
Change+2,428
Value$209.5K
Filed 2026-10-13
Spire Wealth Management
DECREASED
Shares2,428 from 2,835
Change-407 (-14%)
Value$209.5K (-$12.3K)
Filed 2026-10-30
Wealth Architects, LLC
NEW
Shares2,427
Change+2,427
Value$209.4K
Filed 2026-11-03
Bright Futures Wealth Management, Llc.
NEW
Shares2,425
Change+2,425
Value$209.3K
Filed 2026-10-23
Landaas & Co
NEW
Shares2,422
Change+2,422
Value$209.0K
Filed 2026-10-29
Gerber Kawasaki Wealth & Investment Management
NEW
Shares2,419
Change+2,419
Value$208.8K
Filed 2026-10-29
Oregon Pacific Wealth Management, LLC
DECREASED
Shares2,419 from 2,704
Change-285 (-11%)
Value$208.7K (-$2.8K)
Filed 2026-10-20
Accel Wealth Management
NEW
Shares2,418
Change+2,418
Value$208.6K
Filed 2026-10-13
Central Pacific Bank - Trust Division
DECREASED
Shares2,417 from 2,418
Change-1 (0%)
Value$208.6K (+$19.4K)
Filed 2026-10-06
55 North Private Wealth, LLC
NEW
Shares2,410
Change+2,410
Value$208.0K
Filed 2026-10-20
Hardin Capital Partners, LLC
NEW
Shares2,393
Change+2,393
Value$206.5K
Filed 2026-10-09
Third View Private Wealth, LLC
DECREASED
Shares2,381 from 2,989
Change-608 (-20%)
Value$205.5K (-$28.4K)
Filed 2026-10-30
Elyxium Wealth, LLC
NEW
Shares2,377
Change+2,377
Value$205.1K
Filed 2026-10-27
Tortuga Wealth Management, Inc
NEW
Shares2,377
Change+2,377
Value$205.3K
Filed 2026-10-27
Wright Wealth LLC
NEW
Shares2,373
Change+2,373
Value$204.8K
Filed 2026-10-29
Modera Wealth Management, LLC
NEW
Shares2,372
Change+2,372
Value$204.7K
Filed 2026-10-28
Albert D Mason Inc
NEW
Shares2,372
Change+2,372
Value$204.7K
Filed 2026-10-27
Relyea Zuckerberg Hanson LLC
NEW
Shares2,362
Change+2,362
Value$203.8K
Filed 2026-10-20
Traphagen Investment Advisors LLC
NEW
Shares2,361
Change+2,361
Value$203.7K
Filed 2026-10-14
KMG Fiduciary Partners, LLC
NEW
Shares2,350
Change+2,350
Value$202.8K
Filed 2026-10-14
Old Port Advisors
NEW
Shares2,334
Change+2,334
Value$201.4K
Filed 2026-10-23
Ascentis Wealth Management, LLC
DECREASED
Shares2,330 from 2,729
Change-399 (-15%)
Value$201.0K (-$12.4K)
Filed 2026-11-03
Legal Advantage Investments, Inc.
NEW
Shares2,329
Change+2,329
Value$201.0K
Filed 2026-10-13
Summit Financial Strategies, Inc.
NEW
Shares2,327
Change+2,327
Value$200.8K
Filed 2026-10-14
United Advisor Group, LLC
NEW
Shares2,327
Change+2,327
Value$200.8K
Filed 2026-11-03
First Citizens Financial Corp
NEW
Shares2,324
Change+2,324
Value$200.5K
Filed 2026-10-02
Zullo Investment Group, Inc.
NEW
Shares2,319
Change+2,319
Value$200.1K
Filed 2026-10-20
Promethium Advisors,llc
NEW
Shares2,308
Change+2,308
Value$200.8K
Filed 2026-10-19
Lloyd Advisory Services, Llc.
INCREASED
Shares2,211 from 2,199
Change+12 (+1%)
Value$190.8K (+$18.8K)
Filed 2026-11-02
Coastline Trust Co
DECREASED
Shares2,195 from 2,302
Change-107 (-5%)
Value$189.4K (+$9.3K)
Filed 2026-10-01
Smith Chas P & Associates PA Cpas
NEW
Shares2,182
Change+2,182
Value$206.7K
Filed 2026-10-22
Birchwood Financial Partners, Inc.
INCREASED
Shares2,143 from 2,122
Change+21 (+1%)
Value$184.9K (+$18.9K)
Filed 2026-11-02
Capital Advisors, Ltd. LLC
DECREASED
Shares1,926 from 2,935
Change-1,009 (-34%)
Value$166 (-$64)
Filed 2026-10-27
TrustBank
DECREASED
Shares1,916 from 1,950
Change-34 (-2%)
Value$165.3K (+$12.8K)
Filed 2026-10-20
GK Wealth Management LLC
NEW
Shares1,875
Change+1,875
Value$161.8K
Filed 2026-10-09
Southern Michigan Bank & Trust
UNCHANGED
Shares1,730 from 1,730
Change0 (0%)
Value$149.3K (+$13.9K)
Filed 2026-10-19
AXS Investments LLC
DECREASED
Shares1,726 from 2,365
Change-639 (-27%)
Value$148.9K (-$36.1K)
Filed 2026-11-04
Essential Partners LLC
INCREASED
Shares1,716 from 1,114
Change+602 (+54%)
Value$148.1K (+$60.9K)
Filed 2026-10-14
Hoese & Co LLP
UNCHANGED
Shares1,712 from 1,712
Change0 (0%)
Value$147.7K (+$13.8K)
Filed 2026-10-21
Financial Network Wealth Advisors LLC
INCREASED
Shares1,660 from 1,567
Change+93 (+6%)
Value$143.2K (+$20.7K)
Filed 2026-10-28
Brown, Lisle Ings, Inc.
INCREASED
Shares1,540 from 1,165
Change+375 (+32%)
Value$132.9K (+$41.7K)
Filed 2026-10-16
State of Wyoming
DECREASED
Shares1,510 from 4,727
Change-3,217 (-68%)
Value$130.3K (-$239.5K)
Filed 2026-10-28
S.A. Mason LLC
NEW
Shares1,368
Change+1,368
Value$118.0K
Filed 2026-10-13
Kelleher Financial Advisors
DECREASED
Shares1,325 from 2,179
Change-854 (-39%)
Value$114.3K (-$56.1K)
Filed 2026-10-30
Roxbury Financial LLC
INCREASED
Shares1,325 from 1,320
Change+5 (+0%)
Value$114.4K (+$11.2K)
Filed 2026-10-01
Centerpoint Advisors, LLC
UNCHANGED
Shares1,325 from 1,325
Change0 (0%)
Value$114 (+$10)
Filed 2026-11-05
First Command Advisory Services, Inc.
INCREASED
Shares1,307 from 670
Change+637 (+95%)
Value$113.7K (+$60.9K)
Filed 2026-11-05
First Bancorp, Inc
INCREASED
Shares1,267 from 1,157
Change+110 (+10%)
Value$109.3K (+$18.8K)
Filed 2026-10-26
New England Capital Financial Advisors LLC
UNCHANGED
Shares1,225 from 1,225
Change0 (0%)
Value$105.7K (+$9.9K)
Filed 2026-11-03
Silver Grove Financial Group, Inc.
INCREASED
Shares1,214 from 1,026
Change+188 (+18%)
Value$104.8K (+$24.5K)
Filed 2026-11-05
Duncker Streett & Co Inc
DECREASED
Shares1,201 from 1,601
Change-400 (-25%)
Value$103.6K (-$21.6K)
Filed 2026-10-27
Reap Financial Group, LLC
INCREASED
Shares1,152 from 1,070
Change+82 (+8%)
Value$99.4K (+$15.7K)
Filed 2026-11-02
William Mack & Associates, Inc.
NEW
Shares1,066
Change+1,066
Value$92.0K
Filed 2026-10-27
Y.D. More Investments Ltd
NEW
Shares1,064
Change+1,064
Value$91.8K
Filed 2026-11-02
Bayban
UNCHANGED
Shares1,064 from 1,064
Change0 (0%)
Value$83.2K ($0)
Filed 2026-11-05
Arlington Trust Co LLC
DECREASED
Shares1,062 from 1,157
Change-95 (-8%)
Value$91.6K (+$1.1K)
Filed 2026-10-20
Trust Co
INCREASED
Shares1,033 from 871
Change+162 (+19%)
Value$89.1K (+$21.0K)
Filed 2026-10-09
University of Texas S AM Investment Management Co
INCREASED
Shares1,027 from 495
Change+532 (+107%)
Value$88.6K (+$49.9K)
Filed 2026-11-03
Markowski Investments
INCREASED
Shares1,006 from 570
Change+436 (+76%)
Value$86.8K (+$42.2K)
Filed 2026-10-30
Costello Asset Management, Inc
INCREASED
Shares1,001 from 938
Change+63 (+7%)
Value$86.4K (+$13.0K)
Filed 2026-10-30
Tompkins Financial Corp
DECREASED
Shares1,000 from 1,013
Change-13 (-1%)
Value$86.3K (+$7.0K)
Filed 2026-10-05
Country Trust Bank
INCREASED
Shares977 from 934
Change+43 (+5%)
Value$84.3K (+$11.2K)
Filed 2026-10-30
Trifecta Capital Advisors, LLC
NEW
Shares975
Change+975
Value$84.1K
Filed 2026-10-21
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares975 from 975
Change0 (0%)
Value$84.1K (+$7.9K)
Filed 2026-10-23
Salomon & Ludwin, LLC
DECREASED
Shares923 from 1,096
Change-173 (-16%)
Value$79.6K (-$7.2K)
Filed 2026-10-29
Richardson Financial Services Inc.
INCREASED
Shares920 from 900
Change+20 (+2%)
Value$79.4K (+$9.0K)
Filed 2026-10-30
Compass Financial Management LLC
NEW
Shares900
Change+900
Value$77.7K
Filed 2026-10-30
Bell Investment Advisors, Inc
INCREASED
Shares891 from 883
Change+8 (+1%)
Value$76.9K (+$7.8K)
Filed 2026-10-29
DecisionPoint Financial, LLC
INCREASED
Shares884 from 220
Change+664 (+302%)
Value$76.4K (+$59.0K)
Filed 2026-10-27
Asset Planning,Inc
UNCHANGED
Shares872 from 872
Change0 (0%)
Value$75.3K (+$7.0K)
Filed 2026-10-26
Hazlett, Burt & Watson, Inc.
DECREASED
Shares869 from 1,046
Change-177 (-17%)
Value$74 (-$8)
Filed 2026-11-04
Ares Financial Consulting, LLC
INCREASED
Shares839 from 825
Change+14 (+2%)
Value$72.4K (+$7.9K)
Filed 2026-10-19
MTM Investment Management, LLC
UNCHANGED
Shares831 from 831
Change0 (0%)
Value$71.7K (+$6.7K)
Filed 2026-10-30
Bfsg, LLC
INCREASED
Shares821 from 772
Change+49 (+6%)
Value$70.8K (+$10.5K)
Filed 2026-10-30
Hoey Investments, Inc
DECREASED
Shares806 from 1,005
Change-199 (-20%)
Value$69.6K (-$9.1K)
Filed 2026-10-29
FNY Investment Advisers, LLC
DECREASED
Shares800 from 1,100
Change-300 (-27%)
Value$69 (-$17)
Filed 2026-10-16
Murphy & Mullick Capital Management Corp
INCREASED
Shares786 from 781
Change+5 (+1%)
Value$67.8K (+$6.7K)
Filed 2026-11-02
Bank of New Hampshire
UNCHANGED
Shares782 from 782
Change0 (0%)
Value$67.5K (+$6.3K)
Filed 2026-10-06
Chapman Financial Group, LLC
UNCHANGED
Shares777 from 777
Change0 (0%)
Value$67.0K (+$6.3K)
Filed 2026-10-26
Atwood & Palmer Inc
UNCHANGED
Shares775 from 775
Change0 (0%)
Value$66.9K (+$6.2K)
Filed 2026-10-08
WPG Advisers, LLC
INCREASED
Shares768 from 745
Change+23 (+3%)
Value$66.3K (+$8.0K)
Filed 2026-10-27
Elevation Wealth Partners, LLC
INCREASED
Shares757 from 195
Change+562 (+288%)
Value$65.3K (+$50.1K)
Filed 2026-10-07
Keystone Financial Group, Inc.
UNCHANGED
Shares741 from 741
Change0 (0%)
Value$64.5K (+$6.0K)
Filed 2026-10-13
MJT & Associates Financial Advisory Group, Inc.
INCREASED
Shares730 from 695
Change+35 (+5%)
Value$63.0K (+$8.6K)
Filed 2026-10-07
Wilkerson Advisory Group LLC
INCREASED
Shares717 from 659
Change+58 (+9%)
Value$61.9K (+$10.3K)
Filed 2026-10-20
Oakworth Capital, Inc.
INCREASED
Shares716 from 683
Change+33 (+5%)
Value$61.8K (+$7.9K)
Filed 2026-10-26
Rosenberg Matthew Hamilton
INCREASED
Shares695 from 419
Change+276 (+66%)
Value$60.0K (+$27.2K)
Filed 2026-10-05
Thompson Investment Management, Inc.
UNCHANGED
Shares675 from 675
Change0 (0%)
Value$58.2K (+$5.4K)
Filed 2026-10-14
Dorato Capital Management
UNCHANGED
Shares665 from 665
Change0 (0%)
Value$56.9K (+$1.1K)
Filed 2026-10-08
Latitude Advisors, LLC
NEW
Shares637
Change+637
Value$55.0K
Filed 2026-10-27
Wolff Wiese Magana LLC
DECREASED
Shares633 from 650
Change-17 (-3%)
Value$54.6K (+$3.8K)
Filed 2026-10-15
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares628 from 628
Change0 (0%)
Value$54.2K (+$5.1K)
Filed 2026-10-20
Center for Financial Planning, Inc.
DECREASED
Shares625 from 1,321
Change-696 (-53%)
Value$53.9K (-$49.4K)
Filed 2026-10-26
Princeton Global Asset Management LLC
UNCHANGED
Shares620 from 620
Change0 (0%)
Value$53.5K (+$5.0K)
Filed 2026-10-21
Smallwood Wealth Investment Management, LLC
UNCHANGED
Shares611 from 611
Change0 (0%)
Value$52.7K (+$4.9K)
Filed 2026-10-30
Community Financial Services Group, LLC
UNCHANGED
Shares610 from 610
Change0 (0%)
Value$52.7K (+$4.4K)
Filed 2026-10-15
Piscataqua Savings Bank
DECREASED
Shares584 from 606
Change-22 (-4%)
Value$50.4K (+$3.0K)
Filed 2026-10-21
Signature Equity Partners, LLC
INCREASED
Shares561 from 344
Change+217 (+63%)
Value$48.4K (+$21.5K)
Filed 2026-10-29
Aventus Investment Advisors, Inc.
UNCHANGED
Shares560 from 560
Change0 (0%)
Value$48.3K (+$4.5K)
Filed 2026-10-09
Washington Trust Advisors, Inc.
UNCHANGED
Shares559 from 559
Change0 (0%)
Value$48.2K (+$4.5K)
Filed 2026-10-22
Plante Moran Financial Advisors, LLC
DECREASED
Shares554 from 650
Change-96 (-15%)
Value$47.8K (-$3.0K)
Filed 2026-11-04
Golden State Wealth Management, LLC
DECREASED
Shares533 from 918
Change-385 (-42%)
Value$46.0K (-$25.8K)
Filed 2026-11-02
John Boyer, Inc.
NEW
Shares511
Change+511
Value$44.1K
Filed 2026-10-27
Kingdom Financial Group Llc.
INCREASED
Shares510 from 153
Change+357 (+233%)
Value$44.0K (+$32.1K)
Filed 2026-11-04
Bullock Wealth Management Group
UNCHANGED
Shares508 from 508
Change0 (0%)
Value$43.9K (+$3.7K)
Filed 2026-10-09
Syntax Research, Inc.
DECREASED
Shares503 from 803
Change-300 (-37%)
Value$43.4K (-$19.5K)
Filed 2026-11-04
Fortitude Family Office, LLC
INCREASED
Shares490 from 216
Change+274 (+127%)
Value$42.3K (+$25.4K)
Filed 2026-10-14
James T. Borello RIA
INCREASED
Shares481 from 418
Change+63 (+15%)
Value$41.5K (+$8.8K)
Filed 2026-10-16
Evermay Wealth Management LLC
DECREASED
Shares450 from 721
Change-271 (-38%)
Value$39.2K (-$17.6K)
Filed 2026-11-05
Canton Hathaway, LLC
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$38.8K (+$3.6K)
Filed 2026-10-23
Flagship Wealth Advisors, LLC
UNCHANGED
Shares448 from 448
Change0 (0%)
Value$38.6K (+$3.6K)
Filed 2026-11-03
Nfsg Corp
INCREASED
Shares437 from 433
Change+4 (+1%)
Value$37.7K (+$3.9K)
Filed 2026-10-15
KFG LLC
NEW
Shares436
Change+436
Value$37.6K
Filed 2026-11-02
West Paces Advisors Inc.
INCREASED
Shares415 from 52
Change+363 (+698%)
Value$35.8K (+$31.7K)
Filed 2026-10-13
Sarver Vrooman Wealth Advisors
UNCHANGED
Shares405 from 405
Change0 (0%)
Value$34.9K (+$2.5K)
Filed 2026-10-01
Hilton Head Capital Partners, LLC
DECREASED
Shares394 from 430
Change-36 (-8%)
Value$34.0K (+$359)
Filed 2026-10-23
Hartford Financial Management Inc.
UNCHANGED
Shares384 from 384
Change0 (0%)
Value$33.1K (+$3.1K)
Filed 2026-10-21
Steph & Co
INCREASED
Shares382 from 346
Change+36 (+10%)
Value$33.0K (+$5.9K)
Filed 2026-10-07
Hickory Point Bank & Trust
UNCHANGED
Shares381 from 381
Change0 (0%)
Value$32.9K (+$3.1K)
Filed 2026-10-01
Avion Wealth
INCREASED
Shares362 from 183
Change+179 (+98%)
Value$31 (+$17)
Filed 2026-11-04
Team Financial Group, LLC
NEW
Shares357
Change+357
Value$30.8K
Filed 2026-10-30
Joseph Group Capital Management
INCREASED
Shares348 from 300
Change+48 (+16%)
Value$30.0K (+$6.6K)
Filed 2026-11-04
Dynamic Wealth Strategies, LLC
UNCHANGED
Shares345 from 345
Change0 (0%)
Value$29.8K (+$2.8K)
Filed 2026-10-16
First Community Trust NA
UNCHANGED
Shares339 from 339
Change0 (0%)
Value$29.3K (+$2.7K)
Filed 2026-10-07
Marshall & Sterling Wealth Advisors Inc.
INCREASED
Shares337 from 318
Change+19 (+6%)
Value$29.1K (+$4.2K)
Filed 2026-10-28
Burkett Financial Services, LLC
DECREASED
Shares335 from 585
Change-250 (-43%)
Value$28.9K (-$16.9K)
Filed 2026-10-01
Hughes Financial Services, LLC
INCREASED
Shares327 from 292
Change+35 (+12%)
Value$31.8K (+$8.9K)
Filed 2026-10-30
Clean Yield Group
UNCHANGED
Shares326 from 326
Change0 (0%)
Value$28.1K (+$2.6K)
Filed 2026-10-28
Ashurst Perkins Coie Trust Co
DECREASED
Shares323 from 639
Change-316 (-49%)
Value$27.9K (-$22.1K)
Filed 2026-10-15
Activest Wealth Management
INCREASED
Shares314 from 55
Change+259 (+471%)
Value$27.1K (+$22.8K)
Filed 2026-10-15
Lodestone Wealth Management LLC
INCREASED
Shares291 from 284
Change+7 (+2%)
Value$25.1K (+$2.9K)
Filed 2026-10-14
Proathlete Wealth Management LLC
NEW
Shares285
Change+285
Value$24.6K
Filed 2026-10-15
Buck Wealth Strategies, LLC
DECREASED
Shares283 from 284
Change-1 (0%)
Value$24.4K (+$2.2K)
Filed 2026-10-28
Bare Financial Services, Inc
INCREASED
Shares282 from 233
Change+49 (+21%)
Value$24.3K (+$6.1K)
Filed 2026-11-04
Monetary Solutions, Ltd
INCREASED
Shares280 from 277
Change+3 (+1%)
Value$24.2K (+$2.5K)
Filed 2026-10-22
Evolution Wealth Management Inc.
DECREASED
Shares273 from 293
Change-20 (-7%)
Value$23.6K (+$636)
Filed 2026-10-28
Marquette Asset Management, LLC
INCREASED
Shares268 from 251
Change+17 (+7%)
Value$23.1K (+$3.5K)
Filed 2026-10-09
Horizon Financial Services, LLC
INCREASED
Shares266 from 124
Change+142 (+115%)
Value$23.0K (+$13.3K)
Filed 2026-11-04
Axiom Investment Management LLC
UNCHANGED
Shares263 from 263
Change0 (0%)
Value$22.7K (+$2.1K)
Filed 2026-11-03
DT Investment Partners, LLC
UNCHANGED
Shares261 from 261
Change0 (0%)
Value$22.5K (+$2.1K)
Filed 2026-10-27
Jcic Asset Management Inc.
UNCHANGED
Shares235 from 235
Change0 (0%)
Value$20.3K (-$85)
Filed 2026-10-30
Highline Wealth Partners LLC
INCREASED
Shares231 from 190
Change+41 (+22%)
Value$19.9K (+$5.1K)
Filed 2026-10-19
Abound Wealth Management
INCREASED
Shares230 from 165
Change+65 (+39%)
Value$19.8K (+$6.9K)
Filed 2026-10-26
Pathway Financial Advisers, LLC
DECREASED
Shares228 from 19,219
Change-18,991 (-99%)
Value$19.7K (-$1.5M)
Filed 2026-10-27
Maseco LLP
INCREASED
Shares225 from 197
Change+28 (+14%)
Value$19.4K (+$4.0K)
Filed 2026-10-27
Tradewinds Capital Management, LLC
UNCHANGED
Shares224 from 224
Change0 (0%)
Value$19.3K (+$1.8K)
Filed 2026-10-23
Entrust Financial LLC
UNCHANGED
Shares223 from 223
Change0 (0%)
Value$19.2K (+$1.8K)
Filed 2026-11-04
IFS Advisors, LLC
NEW
Shares216
Change+216
Value$18.6K
Filed 2026-10-14
GoalVest Advisory LLC
INCREASED
Shares214 from 34
Change+180 (+529%)
Value$18.5K (+$15.8K)
Filed 2026-10-02
Owl Creek Wealth Partners LLC
DECREASED
Shares212 from 292
Change-80 (-27%)
Value$18.3K (-$4.5K)
Filed 2026-10-20
Adkins Seale Capital Management LLC
UNCHANGED
Shares210 from 210
Change0 (0%)
Value$18.1K (+$1.7K)
Filed 2026-10-27
Madden Securities Corp
NEW
Shares200
Change+200
Value$17.3K
Filed 2026-10-27
SRH Advisors, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$17.3K (+$1.6K)
Filed 2026-10-22
Fairscale Capital, LLC
UNCHANGED
Shares197 from 197
Change0 (0%)
Value$19.0K (+$3.5K)
Filed 2026-11-04
First Financial Corp
UNCHANGED
Shares191 from 191
Change0 (0%)
Value$16.5K (+$1.5K)
Filed 2026-10-13
Birch Financial Group, LLC
NEW
Shares188
Change+188
Value$16.2K
Filed 2026-10-27
Olistico Wealth, LLC
UNCHANGED
Shares180 from 180
Change0 (0%)
Value$15.5K (+$1.5K)
Filed 2026-10-05
Bay Harbor Wealth Management, LLC
INCREASED
Shares175 from 128
Change+47 (+37%)
Value$15.2K (+$5.2K)
Filed 2026-11-03
Harbor Asset Planning, Inc.
UNCHANGED
Shares175 from 175
Change0 (0%)
Value$15.1K (+$1.4K)
Filed 2026-10-23
Cedar Mountain Advisors, LLC
UNCHANGED
Shares175 from 175
Change0 (0%)
Value$15.1K (+$1.4K)
Filed 2026-10-15
Harbor Capital Advisors, Inc.
DECREASED
Shares173 from 294
Change-121 (-41%)
Value$15 (-$8)
Filed 2026-10-22
United Financial Planning Group LLC
UNCHANGED
Shares169 from 169
Change0 (0%)
Value$14.6K (+$1.4K)
Filed 2026-11-04
PFS Partners, LLC
INCREASED
Shares158 from 156
Change+2 (+1%)
Value$13.6K (+$1.4K)
Filed 2026-10-21
Mcdonald Partners LLC
INCREASED
Shares150 from 149
Change+1 (+1%)
Value$12.9K (+$1.2K)
Filed 2026-11-03
DeDora Capital, Inc.
NEW
Shares148
Change+148
Value$12.8K
Filed 2026-10-26
Holos Integrated Wealth LLC
UNCHANGED
Shares142 from 142
Change0 (0%)
Value$13.2K (+$1.3K)
Filed 2026-10-23
Vision Financial Markets LLC
DECREASED
Shares124 from 2,324
Change-2,200 (-95%)
Value$10.7K (-$171.1K)
Filed 2026-10-22
Asset Dedication, LLC
INCREASED
Shares118 from 113
Change+5 (+4%)
Value$10.2K (+$1.3K)
Filed 2026-11-03
Financial Consulate, Inc
DECREASED
Shares112 from 171
Change-59 (-34%)
Value$9.7K (-$3.8K)
Filed 2026-10-23
Rakuten Securities, Inc.
DECREASED
Shares111 from 465
Change-354 (-76%)
Value$9.6K (-$26.8K)
Filed 2026-11-02
TFC Financial Management, Inc.
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$9.5K (+$886)
Filed 2026-10-26
Private Wealth Management Group, LLC
DECREASED
Shares107 from 150
Change-43 (-29%)
Value$9.2K (-$2.5K)
Filed 2026-10-19
West Branch Capital LLC
INCREASED
Shares106 from 105
Change+1 (+1%)
Value$9.1K (+$924)
Filed 2026-10-20
Miller Global Investments, LLC
UNCHANGED
Shares105 from 105
Change0 (0%)
Value$9.1K (+$846)
Filed 2026-10-02
Maryland Capital Advisors Inc.
INCREASED
Shares103 from 3
Change+100 (+3333%)
Value$8.9K (+$8.7K)
Filed 2026-10-15
Gables Capital Management Inc.
UNCHANGED
Shares103 from 103
Change0 (0%)
Value$8.9K (+$830)
Filed 2026-11-04
Key FInancial Inc
UNCHANGED
Shares103 from 103
Change0 (0%)
Value$8.9K (+$830)
Filed 2026-11-02
Nova Financial LLC
NEW
Shares100
Change+100
Value$8.6K
Filed 2026-11-04
Horrell Capital Management, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$8.6K (+$806)
Filed 2026-10-08
Security National Bank
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$8.6K (+$806)
Filed 2026-10-26
Tounjian Advisory Partners, LLC
INCREASED
Shares97 from 58
Change+39 (+67%)
Value$8.4K (+$3.9K)
Filed 2026-11-04
CGC Financial Services, LLC
UNCHANGED
Shares93 from 93
Change0 (0%)
Value$8.0K (+$750)
Filed 2026-10-13
IMG Wealth Management, Inc.
NEW
Shares85
Change+85
Value$7.3K
Filed 2026-10-27
Lynch Investment Planning, LLC
NEW
Shares83
Change+83
Value$7.2K
Filed 2026-10-27
Polaris Financial Partners
NEW
Shares82
Change+82
Value$7
Filed 2026-10-02
GS Investments, Inc.
UNCHANGED
Shares82 from 82
Change0 (0%)
Value$7.1K (+$661)
Filed 2026-11-05
Creative Capital Management Investments LLC
INCREASED
Shares81 from 52
Change+29 (+56%)
Value$7.0K (+$2.9K)
Filed 2026-10-28
Elevated Capital Advisors, LLC
UNCHANGED
Shares81 from 81
Change0 (0%)
Value$7.0K (+$652)
Filed 2026-11-04
North Point Portfolio Managers Corp
NEW
Shares80
Change+80
Value$7.0K
Filed 2026-10-07
Valued Wealth Advisors LLC
INCREASED
Shares74 from 39
Change+35 (+90%)
Value$6.4K (+$3.4K)
Filed 2026-11-05
Redwood Park Advisors LLC
NEW
Shares73
Change+73
Value$6.3K
Filed 2026-11-02
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares71 from 71
Change0 (0%)
Value$6.1K (+$573)
Filed 2026-11-02
Burk Holdings LLC
INCREASED
Shares70 from 34
Change+36 (+106%)
Value$6.0K (+$3.4K)
Filed 2026-11-05
Moisand Fitzgerald Tamayo, LLC
NEW
Shares64
Change+64
Value$5.5K
Filed 2026-10-15
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares64 from 64
Change0 (0%)
Value$5.5K (+$516)
Filed 2026-10-16
Planning Strategies Inc.
INCREASED
Shares62 from 31
Change+31 (+100%)
Value$5.4K (+$2.9K)
Filed 2026-10-02
Pacifica Partners Inc.
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$5.2K (+$197)
Filed 2026-10-09
American Capital Advisory, LLC
INCREASED
Shares58 from 52
Change+6 (+12%)
Value$5.0K (+$937)
Filed 2026-10-28
Peterson Wealth Services
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$4.7K (+$443)
Filed 2026-10-26
Union Savings Bank
UNCHANGED
Shares54 from 54
Change0 (0%)
Value$4.7K (+$436)
Filed 2026-10-14
Covestor Ltd
UNCHANGED
Shares49 from 49
Change0 (0%)
Value$4 ($0)
Filed 2026-10-30
Blume Capital Management, Inc.
DECREASED
Shares41 from 20,414
Change-20,373 (-100%)
Value$3.5K (-$1.6M)
Filed 2026-10-26
Retirement Wealth Solutions LLC
INCREASED
Shares34 from 9
Change+25 (+278%)
Value$2.9K (+$2.2K)
Filed 2026-10-07
Aspect Partners, LLC
INCREASED
Shares32 from 18
Change+14 (+78%)
Value$2.8K (+$1.4K)
Filed 2026-10-20
Virginia Estate & Retirement Planning Advisors Inc.
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$2.8K (+$258)
Filed 2026-10-14
RMG Wealth Management LLC
DECREASED
Shares30 from 101
Change-71 (-70%)
Value$2.9K (-$6.3K)
Filed 2026-10-26
Nvwm, LLC
INCREASED
Shares29 from 24
Change+5 (+21%)
Value$2.5K (+$624)
Filed 2026-10-14
PayPay Securities Corp
DECREASED
Shares28 from 151
Change-123 (-81%)
Value$2.4K (-$9.4K)
Filed 2026-10-27
Breakwater Investment Management
INCREASED
Shares28 from 6
Change+22 (+367%)
Value$2.4K (+$1.9K)
Filed 2026-10-20
Quaker Wealth Management, LLC
INCREASED
Shares28 from 17
Change+11 (+65%)
Value$2.4K (+$1.1K)
Filed 2026-10-22
Acumen Wealth Advisors, LLC
NEW
Shares27
Change+27
Value$2.4K
Filed 2026-11-05
Granite FO LLC
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$2.0K (+$186)
Filed 2026-10-14
Key Capital Management, Inc
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$2.0K (+$186)
Filed 2026-11-03
Comprehensive Financial Planning, Inc.
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$2.0K (+$185)
Filed 2026-10-27
Nvest Wealth Strategies, Inc.
NEW
Shares22
Change+22
Value$1.9K
Filed 2026-10-14
Winthrop Capital Management, LLC
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$1.6K (+$1.6K)
Filed 2026-11-05
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$1.5K (+$137)
Filed 2026-10-23
Align Financial, LLC
NEW
Shares14
Change+14
Value$1.2K
Filed 2026-10-16
Navigoe, LLC
INCREASED
Shares14 from 12
Change+2 (+17%)
Value$1 (+$1)
Filed 2026-11-04
Mascoma Wealth Management LLC
DECREASED
Shares13 from 17
Change-4 (-24%)
Value$1.1K (-$208)
Filed 2026-10-23
Advocate Investing Services LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$1.0K (+$96)
Filed 2026-10-26
Torren Management, LLC
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$949 (+$88)
Filed 2026-10-29
Noble Wealth Management PBC
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$949 (+$88)
Filed 2026-10-01
Fairman Group, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$870 (+$80)
Filed 2026-10-26
Fairway Wealth LLC
NEW
Shares7
Change+7
Value$604
Filed 2026-10-30
NorthAvenue LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$518 (+$48)
Filed 2026-10-29
Mosley Wealth Management
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$477 (+$86)
Filed 2026-10-16
3 Factor Indexing, LLC
DECREASED
Shares4 from 5
Change-1 (-20%)
Value$346 (-$46)
Filed 2026-10-15
Kozak & Associates, Inc.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$190 (+$32)
Filed 2026-10-29
Rydar Equities, Inc.
NEW
Shares1
Change+1
Value$83
Filed 2026-10-13
Talbot Financial, LLC
CLOSED
Shares0 from 200,207
Change-200,207 (-100%)
Value$0 (-$15.7M)
Filed 2026-10-19
Kepler Cheuvreux (Suisse) SA
CLOSED
Shares0 from 169,455
Change-169,455 (-100%)
Value$0 (-$13.3M)
Filed 2026-10-20
Keystone Financial Planning, Inc.
CLOSED
Shares0 from 126,411
Change-126,411 (-100%)
Value$0 (-$9.9M)
Filed 2026-10-08
Red Spruce Capital, LLC
CLOSED
Shares0 from 25,799
Change-25,799 (-100%)
Value$0 (-$2.0M)
Filed 2026-10-07
Greenup Street Wealth Management LLC
CLOSED
Shares0 from 25,273
Change-25,273 (-100%)
Value$0 (-$2.0M)
Filed 2026-10-28
Imc-Chicago, LLC
CLOSED
Shares0 from 23,456
Change-23,456 (-100%)
Value$0 (-$1.8M)
Filed 2026-11-05
Achmea Investment Management B.V.
CLOSED
Shares0 from 20,536
Change-20,536 (-100%)
Value$0 (-$1.6K)
Filed 2026-10-30
CenterBook Partners LP
CLOSED
Shares0 from 18,688
Change-18,688 (-100%)
Value$0 (-$1.5M)
Filed 2026-11-02
Shelton Wealth Management, LLC
CLOSED
Shares0 from 16,993
Change-16,993 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-16
Newman Dignan & Sheerar, Inc.
CLOSED
Shares0 from 11,591
Change-11,591 (-100%)
Value$0 (-$906.8K)
Filed 2026-10-21
Wellington Shields & Co., LLC
CLOSED
Shares0 from 9,775
Change-9,775 (-100%)
Value$0 (-$764.7K)
Filed 2026-11-03
Encompass More Asset Management
CLOSED
Shares0 from 8,516
Change-8,516 (-100%)
Value$0 (-$666.2K)
Filed 2026-10-16
Oak Thistle LLC
CLOSED
Shares0 from 7,676
Change-7,676 (-100%)
Value$0 (-$600.5K)
Filed 2026-10-21
Hartline Investment Corp/
CLOSED
Shares0 from 7,225
Change-7,225 (-100%)
Value$0 (-$565.2K)
Filed 2026-10-29
ARQ Wealth Advisors, LLC
CLOSED
Shares0 from 5,883
Change-5,883 (-100%)
Value$0 (-$481.8K)
Filed 2026-10-29
Evansbrook LLC
CLOSED
Shares0 from 5,622
Change-5,622 (-100%)
Value$0 (-$439.8K)
Filed 2026-10-16
Strategic Advisors LLC
CLOSED
Shares0 from 5,284
Change-5,284 (-100%)
Value$0 (-$413.4K)
Filed 2026-10-13
Waterfront Wealth Inc.
CLOSED
Shares0 from 5,225
Change-5,225 (-100%)
Value$0 (-$438.2K)
Filed 2026-11-03
Mccarter Private Wealth Services LLC
CLOSED
Shares0 from 5,132
Change-5,132 (-100%)
Value$0 (-$401.5K)
Filed 2026-10-22
Seelaus Asset Management LLC
CLOSED
Shares0 from 4,471
Change-4,471 (-100%)
Value$0 (-$349.8K)
Filed 2026-10-14
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 4,080
Change-4,080 (-100%)
Value$0 (-$319.2K)
Filed 2026-10-27
Creekside Partners
CLOSED
Shares0 from 3,941
Change-3,941 (-100%)
Value$0 (-$308.3K)
Filed 2026-11-04
111 Capital
CLOSED
Shares0 from 3,730
Change-3,730 (-100%)
Value$0 (-$291.8K)
Filed 2026-11-03
SteelPeak Wealth, LLC
CLOSED
Shares0 from 3,524
Change-3,524 (-100%)
Value$0 (-$278.2K)
Filed 2026-10-16
Guyasuta Investment Advisors Inc
CLOSED
Shares0 from 3,484
Change-3,484 (-100%)
Value$0 (-$272.6K)
Filed 2026-10-15
Arlington Partners LLC
CLOSED
Shares0 from 3,445
Change-3,445 (-100%)
Value$0 (-$269.5K)
Filed 2026-10-20
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 3,314
Change-3,314 (-100%)
Value$0 (-$259.3K)
Filed 2026-10-26
Vann Equity Management LLC
CLOSED
Shares0 from 3,170
Change-3,170 (-100%)
Value$0 (-$248.0K)
Filed 2026-10-08
Precedent Wealth Partners, LLC
CLOSED
Shares0 from 3,073
Change-3,073 (-100%)
Value$0 (-$240.4K)
Filed 2026-10-21
Sound Financial Strategies Group, LLC
CLOSED
Shares0 from 3,029
Change-3,029 (-100%)
Value$0 (-$237.0K)
Filed 2026-10-30
Park Edge Advisors, LLC
CLOSED
Shares0 from 2,990
Change-2,990 (-100%)
Value$0 (-$233.9K)
Filed 2026-10-28
Dara Capital US, Inc.
CLOSED
Shares0 from 2,887
Change-2,887 (-100%)
Value$0 (-$225.9K)
Filed 2026-10-29
Confluence Wealth Services, Inc.
CLOSED
Shares0 from 2,784
Change-2,784 (-100%)
Value$0 (-$217.8K)
Filed 2026-11-05
Guardian Wealth Advisors, LLC
CLOSED
Shares0 from 2,658
Change-2,658 (-100%)
Value$0 (-$208.0K)
Filed 2026-10-30
Etesian Wealth Advisors, Inc.
CLOSED
Shares0 from 2,592
Change-2,592 (-100%)
Value$0 (-$202.8K)
Filed 2026-10-27
Salem Investment Counselors Inc
CLOSED
Shares0 from 1,576
Change-1,576 (-100%)
Value$0 (-$124.4K)
Filed 2026-10-13
Cornerstone Planning Group LLC
CLOSED
Shares0 from 1,099
Change-1,099 (-100%)
Value$0 (-$90.0K)
Filed 2026-10-16
Atlatl Advisers LLC
CLOSED
Shares0 from 631
Change-631 (-100%)
Value$0 (-$49.4K)
Filed 2026-10-22
Bullseye Investment Management, LLC
CLOSED
Shares0 from 575
Change-575 (-100%)
Value$0 (-$45.0K)
Filed 2026-10-29
Robinswood Financial LLC
CLOSED
Shares0 from 548
Change-548 (-100%)
Value$0 (-$42.9K)
Filed 2026-10-20
Cranbrook Wealth Management, LLC
CLOSED
Shares0 from 529
Change-529 (-100%)
Value$0 (-$41.4K)
Filed 2026-10-28
Armstrong Advisory Group, Inc
CLOSED
Shares0 from 437
Change-437 (-100%)
Value$0 (-$34.2K)
Filed 2026-10-09
Solstein Capital, LLC
CLOSED
Shares0 from 371
Change-371 (-100%)
Value$0 (-$29.0K)
Filed 2026-11-02
Barrett & Company, Inc.
CLOSED
Shares0 from 275
Change-275 (-100%)
Value$0 (-$21.5K)
Filed 2026-10-22
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 233
Change-233 (-100%)
Value$0 (-$18.3K)
Filed 2026-11-03
LifeSteps Financial, Inc.
CLOSED
Shares0 from 204
Change-204 (-100%)
Value$0 (-$16.0K)
Filed 2026-10-15
Whipplewood Advisors, LLC
CLOSED
Shares0 from 97
Change-97 (-100%)
Value$0 (-$7.6K)
Filed 2026-10-20
Stone House Investment Management, LLC
CLOSED
Shares0 from 63
Change-63 (-100%)
Value$0 (-$4.9K)
Filed 2026-10-23
First United Bank & Trust
CLOSED
Shares0 from 61
Change-61 (-100%)
Value$0 (-$5.3K)
Filed 2026-10-22
Sunrise Financial Services, LLC
CLOSED
Shares0 from 52
Change-52 (-100%)
Value$0 (-$4.1K)
Filed 2026-10-21
Morton Brown Family Wealth, LLC
CLOSED
Shares0 from 12
Change-12 (-100%)
Value$0 (-$939)
Filed 2026-10-23
Downshift Financial, LLC
CLOSED
Shares0 from 9
Change-9 (-100%)
Value$0 (-$704)
Filed 2026-10-13
Hurley Capital, LLC
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$391)
Filed 2026-11-05
BlackRock, Inc.
N/A
Shares— from 114,020,787
Change-114,020,787 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 83,816,735
Change-83,816,735 (-100%)
Value—
State Street Corp
N/A
Shares— from 63,399,315
Change-63,399,315 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 34,059,967
Change-34,059,967 (-100%)
Value—
Geode Capital Management, LLC
N/A
Shares— from 30,192,015
Change-30,192,015 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 27,784,471
Change-27,784,471 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 21,322,401
Change-21,322,401 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 19,872,600
Change-19,872,600 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 19,444,871
Change-19,444,871 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 18,449,877
Change-18,449,877 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 17,885,150
Change-17,885,150 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 17,550,983
Change-17,550,983 (-100%)
Value—
Norges Bank
N/A
Shares— from 16,551,016
Change-16,551,016 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 16,026,475
Change-16,026,475 (-100%)
Value—
First Eagle Investment Management, LLC
N/A
Shares— from 13,783,983
Change-13,783,983 (-100%)
Value—
Capital Research Global Investors
N/A
Shares— from 13,261,310
Change-13,261,310 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 12,892,710
Change-12,892,710 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 11,626,741
Change-11,626,741 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 11,565,988
Change-11,565,988 (-100%)
Value—
WCM Investment Management, LLC
N/A
Shares— from 10,826,014
Change-10,826,014 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 9,832,804
Change-9,832,804 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 9,012,210
Change-9,012,210 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 8,905,319
Change-8,905,319 (-100%)
Value—
Capital World Investors
N/A
Shares— from 8,373,074
Change-8,373,074 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 7,904,930
Change-7,904,930 (-100%)
Value—
Dodge & COX
N/A
Shares— from 7,875,898
Change-7,875,898 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 7,689,456
Change-7,689,456 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 7,576,459
Change-7,576,459 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 7,208,194
Change-7,208,194 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 7,113,902
Change-7,113,902 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 6,621,751
Change-6,621,751 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 6,500,749
Change-6,500,749 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 6,474,476
Change-6,474,476 (-100%)
Value—
Aristotle Capital Management, LLC
N/A
Shares— from 6,293,698
Change-6,293,698 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 6,173,570
Change-6,173,570 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 6,153,467
Change-6,153,467 (-100%)
Value—
Barclays PLC
N/A
Shares— from 6,084,725
Change-6,084,725 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 6,064,377
Change-6,064,377 (-100%)
Value—
Amundi
N/A
Shares— from 5,824,040
Change-5,824,040 (-100%)
Value—
Hotchkis & Wiley Capital Management LLC
N/A
Shares— from 5,789,077
Change-5,789,077 (-100%)
Value—
UBS Group AG
N/A
Shares— from 5,551,443
Change-5,551,443 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 5,534,109
Change-5,534,109 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 5,378,561
Change-5,378,561 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 5,373,877
Change-5,373,877 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 5,133,708
Change-5,133,708 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 4,396,781
Change-4,396,781 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 4,391,694
Change-4,391,694 (-100%)
Value—
Boston Partners
N/A
Shares— from 3,802,116
Change-3,802,116 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 3,792,954
Change-3,792,954 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 3,765,229
Change-3,765,229 (-100%)
Value—
Barrow Hanley Mewhinney & Strauss LLC
N/A
Shares— from 3,750,519
Change-3,750,519 (-100%)
Value—
State Farm Mutual Automobile Insurance Co
N/A
Shares— from 3,622,141
Change-3,622,141 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 3,621,066
Change-3,621,066 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 3,524,983
Change-3,524,983 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 3,338,490
Change-3,338,490 (-100%)
Value—
FMR LLC
N/A
Shares— from 3,313,777
Change-3,313,777 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 3,299,627
Change-3,299,627 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 3,240,847
Change-3,240,847 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 3,167,741
Change-3,167,741 (-100%)
Value—
National Pension Service
N/A
Shares— from 3,162,805
Change-3,162,805 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 3,125,757
Change-3,125,757 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 3,115,779
Change-3,115,779 (-100%)
Value—
Aberdeen Group plc
N/A
Shares— from 2,990,059
Change-2,990,059 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 2,891,131
Change-2,891,131 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 2,865,007
Change-2,865,007 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 2,770,165
Change-2,770,165 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 2,621,206
Change-2,621,206 (-100%)
Value—
Cullen Capital Management, LLC
N/A
Shares— from 2,591,898
Change-2,591,898 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 2,548,558
Change-2,548,558 (-100%)
Value—
Thornburg Investment Management Inc
N/A
Shares— from 2,511,730
Change-2,511,730 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 2,468,323
Change-2,468,323 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 2,320,874
Change-2,320,874 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 2,270,401
Change-2,270,401 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 2,243,365
Change-2,243,365 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 2,213,044
Change-2,213,044 (-100%)
Value—
Altrinsic Global Advisors LLC
N/A
Shares— from 2,195,326
Change-2,195,326 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 2,171,583
Change-2,171,583 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 2,166,735
Change-2,166,735 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 2,165,359
Change-2,165,359 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 2,105,558
Change-2,105,558 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 2,021,278
Change-2,021,278 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 1,980,901
Change-1,980,901 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 1,750,957
Change-1,750,957 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 1,745,573
Change-1,745,573 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 1,731,506
Change-1,731,506 (-100%)
Value—
Diamond Hill Capital Management, LLC (Investment Advisor)
N/A
Shares— from 1,684,110
Change-1,684,110 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 1,683,531
Change-1,683,531 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 1,622,749
Change-1,622,749 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 1,590,358
Change-1,590,358 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 1,547,626
Change-1,547,626 (-100%)
Value—
Crawford Investment Counsel Inc
N/A
Shares— from 1,522,777
Change-1,522,777 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 1,411,846
Change-1,411,846 (-100%)
Value—
Nordea Investment Management AB
N/A
Shares— from 1,314,949
Change-1,314,949 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 1,280,714
Change-1,280,714 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 1,273,688
Change-1,273,688 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 1,195,485
Change-1,195,485 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 1,150,424
Change-1,150,424 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 1,132,741
Change-1,132,741 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 1,124,178
Change-1,124,178 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 1,099,468
Change-1,099,468 (-100%)
Value—
Aviva PLC
N/A
Shares— from 1,098,010
Change-1,098,010 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 1,095,014
Change-1,095,014 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 1,093,578
Change-1,093,578 (-100%)
Value—
Storebrand Asset Management AS
N/A
Shares— from 1,067,966
Change-1,067,966 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 1,067,551
Change-1,067,551 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 1,064,820
Change-1,064,820 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 1,062,587
Change-1,062,587 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 1,027,269
Change-1,027,269 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 995,253
Change-995,253 (-100%)
Value—
Bellevue Group AG
N/A
Shares— from 994,233
Change-994,233 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 986,367
Change-986,367 (-100%)
Value—
Susquehanna Portfolio Strategies, LLC
N/A
Shares— from 957,344
Change-957,344 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 933,769
Change-933,769 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 922,752
Change-922,752 (-100%)
Value—
APG Asset Management N.V.
N/A
Shares— from 921,755
Change-921,755 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 918,469
Change-918,469 (-100%)
Value—
Pggm Investments
N/A
Shares— from 910,258
Change-910,258 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 898,154
Change-898,154 (-100%)
Value—
Harvest Portfolios Group Inc.
N/A
Shares— from 843,555
Change-843,555 (-100%)
Value—
Sound Shore Management Inc
N/A
Shares— from 838,573
Change-838,573 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 830,922
Change-830,922 (-100%)
Value—
Epoch Investment Partners, Inc.
N/A
Shares— from 812,108
Change-812,108 (-100%)
Value—
Eurizon Capital SGR S.p.A.
N/A
Shares— from 809,299
Change-809,299 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 800,957
Change-800,957 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 788,907
Change-788,907 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 779,764
Change-779,764 (-100%)
Value—
Employees Retirement System of Texas
N/A
Shares— from 776,505
Change-776,505 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 752,965
Change-752,965 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 739,685
Change-739,685 (-100%)
Value—
PFA Pension, Forsikringsaktieselskab
N/A
Shares— from 735,493
Change-735,493 (-100%)
Value—
Talaria Asset Management Pty Ltd
N/A
Shares— from 729,900
Change-729,900 (-100%)
Value—
Danske Bank A/S
N/A
Shares— from 718,159
Change-718,159 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 715,170
Change-715,170 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 711,770
Change-711,770 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 696,361
Change-696,361 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 696,347
Change-696,347 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 672,651
Change-672,651 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 659,759
Change-659,759 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 655,302
Change-655,302 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 635,449
Change-635,449 (-100%)
Value—
VAN Lanschot Kempen Investment Management N.V.
N/A
Shares— from 633,450
Change-633,450 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 631,667
Change-631,667 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 627,689
Change-627,689 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 620,286
Change-620,286 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 618,387
Change-618,387 (-100%)
Value—
RNC Capital Management LLC
N/A
Shares— from 609,309
Change-609,309 (-100%)
Value—
Handelsbanken Fonder AB
N/A
Shares— from 596,254
Change-596,254 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 583,006
Change-583,006 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 577,485
Change-577,485 (-100%)
Value—
LGT Group Foundation
N/A
Shares— from 573,090
Change-573,090 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 573,001
Change-573,001 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 555,013
Change-555,013 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 554,423
Change-554,423 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 530,568
Change-530,568 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 528,287
Change-528,287 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 527,850
Change-527,850 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 526,266
Change-526,266 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 516,815
Change-516,815 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 504,928
Change-504,928 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 502,101
Change-502,101 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 497,715
Change-497,715 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 494,433
Change-494,433 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 494,308
Change-494,308 (-100%)
Value—
Vinva Investment Management Ltd
N/A
Shares— from 487,011
Change-487,011 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 485,978
Change-485,978 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 482,525
Change-482,525 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 482,378
Change-482,378 (-100%)
Value—
Baillie Gifford & Co
N/A
Shares— from 463,954
Change-463,954 (-100%)
Value—
&partners
N/A
Shares— from 446,593
Change-446,593 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 437,506
Change-437,506 (-100%)
Value—
Meridiem Capital Partners LP
N/A
Shares— from 431,042
Change-431,042 (-100%)
Value—
St. James Investment Company, LLC
N/A
Shares— from 419,227
Change-419,227 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 418,594
Change-418,594 (-100%)
Value—
Man Group plc
N/A
Shares— from 416,155
Change-416,155 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 410,840
Change-410,840 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 396,995
Change-396,995 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 393,328
Change-393,328 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 391,155
Change-391,155 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 390,695
Change-390,695 (-100%)
Value—
Zurich Insurance Group Ltd
N/A
Shares— from 388,851
Change-388,851 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 382,682
Change-382,682 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 381,816
Change-381,816 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 363,349
Change-363,349 (-100%)
Value—
Sector Gamma AS
N/A
Shares— from 352,437
Change-352,437 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 343,680
Change-343,680 (-100%)
Value—
Leith Wheeler Investment Counsel Ltd.
N/A
Shares— from 330,814
Change-330,814 (-100%)
Value—
Lansforsakringar Fondforvaltning AB (publ)
N/A
Shares— from 325,753
Change-325,753 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 325,270
Change-325,270 (-100%)
Value—
Managed Asset Portfolios, LLC
N/A
Shares— from 317,221
Change-317,221 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 316,466
Change-316,466 (-100%)
Value—
Tredje Ap-fonden
N/A
Shares— from 316,249
Change-316,249 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 311,339
Change-311,339 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 308,551
Change-308,551 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 305,061
Change-305,061 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 304,895
Change-304,895 (-100%)
Value—
Defilade Capital Management, L.P.
N/A
Shares— from 303,301
Change-303,301 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 299,948
Change-299,948 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 293,703
Change-293,703 (-100%)
Value—
Summitry LLC
N/A
Shares— from 293,212
Change-293,212 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 290,864
Change-290,864 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 290,007
Change-290,007 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 281,324
Change-281,324 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 280,478
Change-280,478 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 276,832
Change-276,832 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 265,529
Change-265,529 (-100%)
Value—
Skba Capital Management LLC
N/A
Shares— from 263,532
Change-263,532 (-100%)
Value—
EFG International AG
N/A
Shares— from 259,402
Change-259,402 (-100%)
Value—
Varma Mutual Pension Insurance Co
N/A
Shares— from 259,251
Change-259,251 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 258,603
Change-258,603 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 253,015
Change-253,015 (-100%)
Value—
Central Securities Corp
N/A
Shares— from 250,000
Change-250,000 (-100%)
Value—
South Dakota Investment Council
N/A
Shares— from 249,346
Change-249,346 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 247,483
Change-247,483 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 244,224
Change-244,224 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 237,625
Change-237,625 (-100%)
Value—
Stephens Inc
N/A
Shares— from 232,608
Change-232,608 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 217,570
Change-217,570 (-100%)
Value—
Andra Ap-fonden
N/A
Shares— from 216,529
Change-216,529 (-100%)
Value—
LGT Fund Management Co Ltd.
N/A
Shares— from 213,831
Change-213,831 (-100%)
Value—
Elo Mutual Pension Insurance Co
N/A
Shares— from 211,336
Change-211,336 (-100%)
Value—
Northwest & Ethical Investments L.P.
N/A
Shares— from 210,858
Change-210,858 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 209,415
Change-209,415 (-100%)
Value—
ProVise Management Group, LLC
N/A
Shares— from 203,831
Change-203,831 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 203,400
Change-203,400 (-100%)
Value—
Commerce Bank
N/A
Shares— from 203,133
Change-203,133 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 201,891
Change-201,891 (-100%)
Value—
Integral Health Asset Management, LLC
N/A
Shares— from 200,000
Change-200,000 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 197,434
Change-197,434 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 196,588
Change-196,588 (-100%)
Value—
LBP AM SA
N/A
Shares— from 195,668
Change-195,668 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 194,750
Change-194,750 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 192,567
Change-192,567 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 191,677
Change-191,677 (-100%)
Value—
Hardman Johnston Global Advisors LLC
N/A
Shares— from 190,834
Change-190,834 (-100%)
Value—
Taikang Asset Management (Hong Kong) Co Ltd
N/A
Shares— from 184,317
Change-184,317 (-100%)
Value—
Edentree Asset Management Ltd
N/A
Shares— from 182,786
Change-182,786 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 182,584
Change-182,584 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 182,300
Change-182,300 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 178,396
Change-178,396 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 175,337
Change-175,337 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 173,980
Change-173,980 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 173,452
Change-173,452 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 172,449
Change-172,449 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 172,197
Change-172,197 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 168,785
Change-168,785 (-100%)
Value—
FIL Ltd
N/A
Shares— from 165,452
Change-165,452 (-100%)
Value—
Ilmarinen Mutual Pension Insurance Co
N/A
Shares— from 164,000
Change-164,000 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 162,087
Change-162,087 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 160,683
Change-160,683 (-100%)
Value—
Edgar Lomax Co
N/A
Shares— from 157,570
Change-157,570 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 154,349
Change-154,349 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 153,980
Change-153,980 (-100%)
Value—
Invenomic Capital Management LP
N/A
Shares— from 152,330
Change-152,330 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 151,553
Change-151,553 (-100%)
Value—
Hamilton Capital Partners Inc.
N/A
Shares— from 150,914
Change-150,914 (-100%)
Value—
Te Ahumairangi Investment Management Ltd
N/A
Shares— from 148,993
Change-148,993 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 148,741
Change-148,741 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 146,961
Change-146,961 (-100%)
Value—
Rhenman & Partners Asset Management AB
N/A
Shares— from 145,000
Change-145,000 (-100%)
Value—
Hikari Tsushin, Inc.
N/A
Shares— from 144,952
Change-144,952 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 144,697
Change-144,697 (-100%)
Value—
Kiltearn Partners LLP
N/A
Shares— from 142,788
Change-142,788 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 142,681
Change-142,681 (-100%)
Value—
Sio Capital Management, LLC
N/A
Shares— from 142,500
Change-142,500 (-100%)
Value—
Auxier Asset Management LLC
N/A
Shares— from 142,037
Change-142,037 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 141,328
Change-141,328 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 139,771
Change-139,771 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 138,359
Change-138,359 (-100%)
Value—
Eventide Asset Management, LLC
N/A
Shares— from 138,227
Change-138,227 (-100%)
Value—
CCM Investment Advisers LLC
N/A
Shares— from 138,065
Change-138,065 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 137,324
Change-137,324 (-100%)
Value—
Lombard Odier Asset Management (Europe) Ltd
N/A
Shares— from 135,989
Change-135,989 (-100%)
Value—
Colrain Capital LLC
N/A
Shares— from 132,354
Change-132,354 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 128,741
Change-128,741 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 128,580
Change-128,580 (-100%)
Value—
IQ EQ Fund Management (Ireland) Ltd
N/A
Shares— from 126,069
Change-126,069 (-100%)
Value—
Blair William & Co
N/A
Shares— from 124,119
Change-124,119 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 123,811
Change-123,811 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 121,805
Change-121,805 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 120,000
Change-120,000 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 119,489
Change-119,489 (-100%)
Value—
Osmosis Investment Management UK Ltd
N/A
Shares— from 118,885
Change-118,885 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 118,677
Change-118,677 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 118,171
Change-118,171 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 117,104
Change-117,104 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 116,780
Change-116,780 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 115,218
Change-115,218 (-100%)
Value—
Davidson Kempner Capital Management LP
N/A
Shares— from 114,800
Change-114,800 (-100%)
Value—
Intesa Sanpaolo S.p.A.
N/A
Shares— from 114,277
Change-114,277 (-100%)
Value—
Magellan Asset Management Ltd
N/A
Shares— from 113,048
Change-113,048 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 112,940
Change-112,940 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 112,566
Change-112,566 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 111,042
Change-111,042 (-100%)
Value—
Emerald Investment Advisers, LLC
N/A
Shares— from 109,651
Change-109,651 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 109,528
Change-109,528 (-100%)
Value—
S&CO Inc
N/A
Shares— from 108,128
Change-108,128 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 107,336
Change-107,336 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 106,820
Change-106,820 (-100%)
Value—
Bank of Nova Scotia Trust Co
N/A
Shares— from 106,740
Change-106,740 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 106,498
Change-106,498 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 104,699
Change-104,699 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 103,572
Change-103,572 (-100%)
Value—
Game Creek Capital, LP
N/A
Shares— from 101,750
Change-101,750 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 100,956
Change-100,956 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 100,658
Change-100,658 (-100%)
Value—
Mizuho Securities USA LLC
N/A
Shares— from 100,514
Change-100,514 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 99,392
Change-99,392 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 97,100
Change-97,100 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 96,561
Change-96,561 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 96,225
Change-96,225 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 95,511
Change-95,511 (-100%)
Value—
River Road Asset Management, LLC
N/A
Shares— from 94,799
Change-94,799 (-100%)
Value—
TriCert Investment Counsel Inc.
N/A
Shares— from 93,570
Change-93,570 (-100%)
Value—
Marco Investment Management LLC
N/A
Shares— from 92,878
Change-92,878 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 92,156
Change-92,156 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 90,968
Change-90,968 (-100%)
Value—
Estabrook Capital Management
N/A
Shares— from 90,289
Change-90,289 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 90,220
Change-90,220 (-100%)
Value—
Caption Management, LLC
N/A
Shares— from 90,000
Change-90,000 (-100%)
Value—
Clark Estates Inc
N/A
Shares— from 90,000
Change-90,000 (-100%)
Value—
Saudi Central Bank
N/A
Shares— from 89,872
Change-89,872 (-100%)
Value—
Havemeyer Place LP
N/A
Shares— from 89,514
Change-89,514 (-100%)
Value—
Lansdowne Partners (UK) LLP
N/A
Shares— from 88,839
Change-88,839 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 84,404
Change-84,404 (-100%)
Value—
Zions Bancorporation, National Association
N/A
Shares— from 84,120
Change-84,120 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 83,027
Change-83,027 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 82,127
Change-82,127 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 81,896
Change-81,896 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 81,838
Change-81,838 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 81,269
Change-81,269 (-100%)
Value—
Kentucky Retirement Systems
N/A
Shares— from 80,959
Change-80,959 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 78,506
Change-78,506 (-100%)
Value—
Allianz SE
N/A
Shares— from 78,498
Change-78,498 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 77,746
Change-77,746 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 77,500
Change-77,500 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 76,274
Change-76,274 (-100%)
Value—
K.J. Harrison & Partners Inc
N/A
Shares— from 75,596
Change-75,596 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 75,385
Change-75,385 (-100%)
Value—
Stamos Capital Partners, L.P.
N/A
Shares— from 74,654
Change-74,654 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 73,993
Change-73,993 (-100%)
Value—
Sompo Asset Management Co., Ltd.
N/A
Shares— from 73,403
Change-73,403 (-100%)
Value—
Sirios Capital Management L P
N/A
Shares— from 73,119
Change-73,119 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 73,108
Change-73,108 (-100%)
Value—
Easterly Investment Partners LLC
N/A
Shares— from 73,000
Change-73,000 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 72,552
Change-72,552 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 72,108
Change-72,108 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 71,709
Change-71,709 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 71,306
Change-71,306 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 70,513
Change-70,513 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 70,457
Change-70,457 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 70,072
Change-70,072 (-100%)
Value—
Avidity Partners Management LP
N/A
Shares— from 70,000
Change-70,000 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 69,721
Change-69,721 (-100%)
Value—
Cinctive Capital Management LP
N/A
Shares— from 68,615
Change-68,615 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 68,541
Change-68,541 (-100%)
Value—
Alpine Woods Capital Investors, LLC
N/A
Shares— from 68,491
Change-68,491 (-100%)
Value—
EagleClaw Capital Managment, LLC
N/A
Shares— from 67,845
Change-67,845 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 67,268
Change-67,268 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 66,248
Change-66,248 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 65,665
Change-65,665 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 64,820
Change-64,820 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 64,725
Change-64,725 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 64,678
Change-64,678 (-100%)
Value—
Siemens Fonds Invest GmbH
N/A
Shares— from 64,620
Change-64,620 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 62,995
Change-62,995 (-100%)
Value—
Allstate Corp
N/A
Shares— from 62,909
Change-62,909 (-100%)
Value—
Tevis Investment Management
N/A
Shares— from 62,241
Change-62,241 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 62,233
Change-62,233 (-100%)
Value—
Ostrum Asset Management
N/A
Shares— from 61,875
Change-61,875 (-100%)
Value—
Mediolanum International Funds Ltd
N/A
Shares— from 61,723
Change-61,723 (-100%)
Value—
Morgan Dempsey Capital Management LLC
N/A
Shares— from 61,417
Change-61,417 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 60,057
Change-60,057 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 59,948
Change-59,948 (-100%)
Value—
Mandatum Life Insurance Co Ltd
N/A
Shares— from 59,138
Change-59,138 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 59,031
Change-59,031 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 57,346
Change-57,346 (-100%)
Value—
Palouse Capital Management, Inc.
N/A
Shares— from 57,027
Change-57,027 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 56,984
Change-56,984 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 55,996
Change-55,996 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 55,181
Change-55,181 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 54,385
Change-54,385 (-100%)
Value—
ABN Amro Bank N.V.
N/A
Shares— from 53,478
Change-53,478 (-100%)
Value—
Groupama Asset Managment
N/A
Shares— from 53,429
Change-53,429 (-100%)
Value—
Needham Investment Management LLC
N/A
Shares— from 53,041
Change-53,041 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 52,532
Change-52,532 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 52,309
Change-52,309 (-100%)
Value—
Boston Research & Management Inc
N/A
Shares— from 51,201
Change-51,201 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 51,008
Change-51,008 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 50,382
Change-50,382 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 50,201
Change-50,201 (-100%)
Value—
Triglav Investments, D.O.O.
N/A
Shares— from 49,909
Change-49,909 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 49,775
Change-49,775 (-100%)
Value—
Morningstar Investment Management LLC
N/A
Shares— from 48,878
Change-48,878 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 48,434
Change-48,434 (-100%)
Value—
Round Hill Asset Management
N/A
Shares— from 48,245
Change-48,245 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 47,819
Change-47,819 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 47,247
Change-47,247 (-100%)
Value—
Commerzbank Aktiengesellschaft
N/A
Shares— from 47,183
Change-47,183 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 47,080
Change-47,080 (-100%)
Value—
Wealth Advisors of Tampa Bay, LLC
N/A
Shares— from 46,772
Change-46,772 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 46,112
Change-46,112 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 45,969
Change-45,969 (-100%)
Value—
Numerai GP LLC
N/A
Shares— from 45,297
Change-45,297 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 45,296
Change-45,296 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 44,475
Change-44,475 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 44,220
Change-44,220 (-100%)
Value—
Core Alternative Capital
N/A
Shares— from 44,037
Change-44,037 (-100%)
Value—
Ally Financial Inc.
N/A
Shares— from 44,000
Change-44,000 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 43,829
Change-43,829 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 43,725
Change-43,725 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 43,299
Change-43,299 (-100%)
Value—
Morton Community Bank
N/A
Shares— from 43,207
Change-43,207 (-100%)
Value—
Kinloch Capital, LLC
N/A
Shares— from 42,922
Change-42,922 (-100%)
Value—
MainStreet Investment Advisors LLC
N/A
Shares— from 42,878
Change-42,878 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 42,647
Change-42,647 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 42,195
Change-42,195 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 41,362
Change-41,362 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 41,182
Change-41,182 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 41,000
Change-41,000 (-100%)
Value—
Fred Alger Management, LLC
N/A
Shares— from 40,535
Change-40,535 (-100%)
Value—
Haverford Financial Services, Inc.
N/A
Shares— from 40,230
Change-40,230 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 39,771
Change-39,771 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 39,706
Change-39,706 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 39,438
Change-39,438 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 39,227
Change-39,227 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 38,763
Change-38,763 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 38,680
Change-38,680 (-100%)
Value—
Mufg Securities Americas Inc.
N/A
Shares— from 38,669
Change-38,669 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 38,610
Change-38,610 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 38,416
Change-38,416 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 38,345
Change-38,345 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 37,686
Change-37,686 (-100%)
Value—
Stance Capital LLC
N/A
Shares— from 37,323
Change-37,323 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 36,563
Change-36,563 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 36,521
Change-36,521 (-100%)
Value—
Twin City Private Wealth, LLC
N/A
Shares— from 36,466
Change-36,466 (-100%)
Value—
Prudential PLC
N/A
Shares— from 36,243
Change-36,243 (-100%)
Value—
Westpac Banking Corp
N/A
Shares— from 35,564
Change-35,564 (-100%)
Value—
All Terrain Financial Advisors, LLC
N/A
Shares— from 35,276
Change-35,276 (-100%)
Value—
44 Wealth Management LLC
N/A
Shares— from 35,205
Change-35,205 (-100%)
Value—
Caisse DES Depots ET Consignations
N/A
Shares— from 35,076
Change-35,076 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 34,958
Change-34,958 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 34,691
Change-34,691 (-100%)
Value—
SWP Investment Management LLC
N/A
Shares— from 34,393
Change-34,393 (-100%)
Value—
Securian Asset Management, Inc
N/A
Shares— from 34,155
Change-34,155 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 33,871
Change-33,871 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 33,776
Change-33,776 (-100%)
Value—
Kentucky Retirement Systems Insurance Trust Fund
N/A
Shares— from 33,597
Change-33,597 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 33,584
Change-33,584 (-100%)
Value—
Point Windward Advisors Inc.
N/A
Shares— from 33,014
Change-33,014 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 32,870
Change-32,870 (-100%)
Value—
Qsemble Capital Management, LP
N/A
Shares— from 32,835
Change-32,835 (-100%)
Value—
Lombard Odier Asset Management (Switzerland) SA
N/A
Shares— from 32,450
Change-32,450 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 32,383
Change-32,383 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 32,316
Change-32,316 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 32,068
Change-32,068 (-100%)
Value—
Magnetar Financial LLC
N/A
Shares— from 31,504
Change-31,504 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 31,445
Change-31,445 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 31,327
Change-31,327 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 31,021
Change-31,021 (-100%)
Value—
Rock Springs Capital Management LP
N/A
Shares— from 30,900
Change-30,900 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 30,863
Change-30,863 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 30,717
Change-30,717 (-100%)
Value—
Wahed Invest LLC
N/A
Shares— from 30,526
Change-30,526 (-100%)
Value—
Aster Capital Management (Difc) Ltd
N/A
Shares— from 29,970
Change-29,970 (-100%)
Value—
Systematic Alpha Investments, LLC
N/A
Shares— from 29,701
Change-29,701 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 29,330
Change-29,330 (-100%)
Value—
Vectors Research Management, LLC
N/A
Shares— from 29,312
Change-29,312 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 29,052
Change-29,052 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 28,986
Change-28,986 (-100%)
Value—
Voya Financial Advisors, Inc.
N/A
Shares— from 28,582
Change-28,582 (-100%)
Value—
Sciencast Management LP
N/A
Shares— from 28,448
Change-28,448 (-100%)
Value—
AXQ Capital, LP
N/A
Shares— from 28,303
Change-28,303 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 28,246
Change-28,246 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 28,222
Change-28,222 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 28,154
Change-28,154 (-100%)
Value—
SVB Wealth LLC
N/A
Shares— from 27,552
Change-27,552 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 27,017
Change-27,017 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 26,923
Change-26,923 (-100%)
Value—
Longfellow Investment Management Co LLC
N/A
Shares— from 26,384
Change-26,384 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 26,375
Change-26,375 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 26,248
Change-26,248 (-100%)
Value—
Millington Financial Advisors, LLC
N/A
Shares— from 26,120
Change-26,120 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 26,039
Change-26,039 (-100%)
Value—
Citizens & Northern Corp
N/A
Shares— from 25,866
Change-25,866 (-100%)
Value—
Ossiam
N/A
Shares— from 25,608
Change-25,608 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 25,532
Change-25,532 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 25,513
Change-25,513 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 25,278
Change-25,278 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 25,028
Change-25,028 (-100%)
Value—
Aigen Investment Management, LP
N/A
Shares— from 24,962
Change-24,962 (-100%)
Value—
Occudo Quantitative Strategies LP
N/A
Shares— from 24,662
Change-24,662 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 24,265
Change-24,265 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 24,218
Change-24,218 (-100%)
Value—
Meiji Yasuda Life Insurance Co
N/A
Shares— from 24,191
Change-24,191 (-100%)
Value—
T. Rowe Price Investment Management, Inc.
N/A
Shares— from 24,100
Change-24,100 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 23,831
Change-23,831 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 23,670
Change-23,670 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 23,445
Change-23,445 (-100%)
Value—
FOX RUN Management, L.L.C.
N/A
Shares— from 23,397
Change-23,397 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 23,375
Change-23,375 (-100%)
Value—
Kennedy Capital Management LLC
N/A
Shares— from 23,297
Change-23,297 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 23,270
Change-23,270 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 23,028
Change-23,028 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 23,021
Change-23,021 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 22,847
Change-22,847 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 22,736
Change-22,736 (-100%)
Value—
Mcintyre Freedman & Flynn Investment Advisers Inc
N/A
Shares— from 22,517
Change-22,517 (-100%)
Value—
United Bank
N/A
Shares— from 22,502
Change-22,502 (-100%)
Value—
Capitolis Liquid Global Markets LLC
N/A
Shares— from 22,490
Change-22,490 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 22,442
Change-22,442 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 21,967
Change-21,967 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 21,687
Change-21,687 (-100%)
Value—
Drexel Morgan & Co.
N/A
Shares— from 21,546
Change-21,546 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 21,334
Change-21,334 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 21,324
Change-21,324 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 21,200
Change-21,200 (-100%)
Value—
Banco de Sabadell, S.a
N/A
Shares— from 21,155
Change-21,155 (-100%)
Value—
Rowlandmiller & Partners.adv
N/A
Shares— from 21,008
Change-21,008 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 20,693
Change-20,693 (-100%)
Value—
R Squared Ltd
N/A
Shares— from 20,617
Change-20,617 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 20,583
Change-20,583 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 20,491
Change-20,491 (-100%)
Value—
Empire Financial Management Company, LLC
N/A
Shares— from 20,409
Change-20,409 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 20,084
Change-20,084 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 19,933
Change-19,933 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 19,910
Change-19,910 (-100%)
Value—
Nicholson Wealth Management Group, LLC
N/A
Shares— from 19,895
Change-19,895 (-100%)
Value—
Annandale Capital, LLC
N/A
Shares— from 19,044
Change-19,044 (-100%)
Value—
Aperture Investors, LLC
N/A
Shares— from 19,024
Change-19,024 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 18,961
Change-18,961 (-100%)
Value—
Entropy Technologies, LP
N/A
Shares— from 18,484
Change-18,484 (-100%)
Value—
New England Asset Management Inc
N/A
Shares— from 18,390
Change-18,390 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 18,374
Change-18,374 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 18,327
Change-18,327 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 18,190
Change-18,190 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 18,037
Change-18,037 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 18,031
Change-18,031 (-100%)
Value—
Peloton Wealth Strategists
N/A
Shares— from 17,980
Change-17,980 (-100%)
Value—
Clarkston Capital Partners, LLC
N/A
Shares— from 17,966
Change-17,966 (-100%)
Value—
Auxano Advisors, LLC
N/A
Shares— from 17,890
Change-17,890 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 17,865
Change-17,865 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 17,829
Change-17,829 (-100%)
Value—
Aimz Investment Advisors, LLC
N/A
Shares— from 17,735
Change-17,735 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 17,556
Change-17,556 (-100%)
Value—
Lighthouse Investment Partners, LLC
N/A
Shares— from 17,520
Change-17,520 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 17,451
Change-17,451 (-100%)
Value—
Claret Asset Management Corp
N/A
Shares— from 17,028
Change-17,028 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 16,839
Change-16,839 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 16,654
Change-16,654 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 16,579
Change-16,579 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 16,372
Change-16,372 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 16,252
Change-16,252 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 16,006
Change-16,006 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 15,975
Change-15,975 (-100%)
Value—
Miller Investment Management, LP
N/A
Shares— from 15,885
Change-15,885 (-100%)
Value—
Personal CFO Solutions, LLC
N/A
Shares— from 15,838
Change-15,838 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 15,837
Change-15,837 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 15,730
Change-15,730 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 15,629
Change-15,629 (-100%)
Value—
OAK Associates LTD
N/A
Shares— from 15,485
Change-15,485 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 15,447
Change-15,447 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 15,411
Change-15,411 (-100%)
Value—
Capital International Sarl
N/A
Shares— from 15,391
Change-15,391 (-100%)
Value—
CSS LLC
N/A
Shares— from 15,080
Change-15,080 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 15,046
Change-15,046 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 15,042
Change-15,042 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 14,958
Change-14,958 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 14,877
Change-14,877 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 14,742
Change-14,742 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 14,609
Change-14,609 (-100%)
Value—
Dynamic Technology Lab Private Ltd
N/A
Shares— from 14,395
Change-14,395 (-100%)
Value—
Kesler, Norman & Wride, LLC
N/A
Shares— from 14,375
Change-14,375 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 14,348
Change-14,348 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 14,222
Change-14,222 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 14,192
Change-14,192 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 14,190
Change-14,190 (-100%)
Value—
Lionhunter Capital Management, LLC
N/A
Shares— from 14,104
Change-14,104 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 14,033
Change-14,033 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 14,026
Change-14,026 (-100%)
Value—
DoubleLine ETF Adviser LP
N/A
Shares— from 14,017
Change-14,017 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 14,000
Change-14,000 (-100%)
Value—
AR Asset Management Inc
N/A
Shares— from 14,000
Change-14,000 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 13,914
Change-13,914 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 13,872
Change-13,872 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 13,581
Change-13,581 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 13,573
Change-13,573 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 13,397
Change-13,397 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 13,378
Change-13,378 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 12,964
Change-12,964 (-100%)
Value—
Mirabaud Asset Management Ltd
N/A
Shares— from 12,932
Change-12,932 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 12,848
Change-12,848 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 12,634
Change-12,634 (-100%)
Value—
Bank OZK
N/A
Shares— from 12,476
Change-12,476 (-100%)
Value—
Triton Financial Group Inc
N/A
Shares— from 12,428
Change-12,428 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 12,319
Change-12,319 (-100%)
Value—
Clare Market Investments LLC
N/A
Shares— from 12,277
Change-12,277 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 12,249
Change-12,249 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 12,236
Change-12,236 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 12,235
Change-12,235 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 12,153
Change-12,153 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 12,147
Change-12,147 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 12,079
Change-12,079 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 12,011
Change-12,011 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 12,001
Change-12,001 (-100%)
Value—
SBI Okasan Asset Management Co.Ltd.
N/A
Shares— from 12,000
Change-12,000 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 11,989
Change-11,989 (-100%)
Value—
Keystone Financial Services
N/A
Shares— from 11,949
Change-11,949 (-100%)
Value—
Castlekeep Investment Advisors LLC
N/A
Shares— from 11,834
Change-11,834 (-100%)
Value—
Schulhoff & Co Inc
N/A
Shares— from 11,821
Change-11,821 (-100%)
Value—
Cape ANN Savings Bank
N/A
Shares— from 11,707
Change-11,707 (-100%)
Value—
TCM Advisors, LLC
N/A
Shares— from 11,518
Change-11,518 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 11,355
Change-11,355 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 11,327
Change-11,327 (-100%)
Value—
Sectoral Asset Management Inc
N/A
Shares— from 11,100
Change-11,100 (-100%)
Value—
Meadowbrook Advisors Group, LLC
N/A
Shares— from 11,017
Change-11,017 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 10,845
Change-10,845 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 10,796
Change-10,796 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 10,463
Change-10,463 (-100%)
Value—
Legacy Capital Group California, Inc.
N/A
Shares— from 10,418
Change-10,418 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 10,258
Change-10,258 (-100%)
Value—
Connable Office Inc
N/A
Shares— from 10,208
Change-10,208 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 10,206
Change-10,206 (-100%)
Value—
Simmons Bank
N/A
Shares— from 10,205
Change-10,205 (-100%)
Value—
First National Advisers, LLC
N/A
Shares— from 10,171
Change-10,171 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 10,083
Change-10,083 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 10,018
Change-10,018 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 10,011
Change-10,011 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Bowen Hanes & Co Inc
N/A
Shares— from 9,904
Change-9,904 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 9,871
Change-9,871 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 9,866
Change-9,866 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 9,817
Change-9,817 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 9,799
Change-9,799 (-100%)
Value—
Tranquilli Financial Advisor LLC
N/A
Shares— from 9,712
Change-9,712 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 9,688
Change-9,688 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 9,680
Change-9,680 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 9,650
Change-9,650 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 9,626
Change-9,626 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 9,620
Change-9,620 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 9,591
Change-9,591 (-100%)
Value—
Mrwm Advisors, LLC
N/A
Shares— from 9,582
Change-9,582 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 9,559
Change-9,559 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 9,539
Change-9,539 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 9,483
Change-9,483 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 9,436
Change-9,436 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 9,417
Change-9,417 (-100%)
Value—
Keynote Financial Services LLC
N/A
Shares— from 9,343
Change-9,343 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 9,246
Change-9,246 (-100%)
Value—
Credit Industriel ET Commercial
N/A
Shares— from 9,082
Change-9,082 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 9,051
Change-9,051 (-100%)
Value—
Pingora Partners LLC
N/A
Shares— from 9,000
Change-9,000 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 8,967
Change-8,967 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 8,948
Change-8,948 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 8,925
Change-8,925 (-100%)
Value—
Winch Advisory Services, LLC
N/A
Shares— from 8,923
Change-8,923 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 8,888
Change-8,888 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 8,886
Change-8,886 (-100%)
Value—
Hudson Portfolio Management LLC
N/A
Shares— from 8,855
Change-8,855 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 8,834
Change-8,834 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 8,826
Change-8,826 (-100%)
Value—
Alan B Lancz & Associates, Inc.
N/A
Shares— from 8,808
Change-8,808 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 8,779
Change-8,779 (-100%)
Value—
Pitti Group Wealth Management, LLC
N/A
Shares— from 8,724
Change-8,724 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 8,679
Change-8,679 (-100%)
Value—
Spwm Advisors LLC
N/A
Shares— from 8,588
Change-8,588 (-100%)
Value—
Ceeto Capital Group, LLC
N/A
Shares— from 8,550
Change-8,550 (-100%)
Value—
Hamilton Wealth, LLC
N/A
Shares— from 8,540
Change-8,540 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 8,358
Change-8,358 (-100%)
Value—
Farringdon Capital, Ltd.
N/A
Shares— from 8,312
Change-8,312 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 8,276
Change-8,276 (-100%)
Value—
Christine Messmer PC
N/A
Shares— from 8,237
Change-8,237 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 8,200
Change-8,200 (-100%)
Value—
Alphadyne Asset Management LP
N/A
Shares— from 8,111
Change-8,111 (-100%)
Value—
Beacon Investment Advisors LLC
N/A
Shares— from 8,084
Change-8,084 (-100%)
Value—
Twin Capital Management Inc
N/A
Shares— from 8,064
Change-8,064 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 7,981
Change-7,981 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 7,960
Change-7,960 (-100%)
Value—
Pinnacle West Asset Management, Inc.
N/A
Shares— from 7,955
Change-7,955 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 7,863
Change-7,863 (-100%)
Value—
Boyar Asset Management Inc.
N/A
Shares— from 7,782
Change-7,782 (-100%)
Value—
Vela Investment Management, LLC
N/A
Shares— from 7,734
Change-7,734 (-100%)
Value—
Kiker Wealth Management, LLC
N/A
Shares— from 7,676
Change-7,676 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 7,676
Change-7,676 (-100%)
Value—
Constant Guidance Financial LLC
N/A
Shares— from 7,600
Change-7,600 (-100%)
Value—
Rogco, LP
N/A
Shares— from 7,592
Change-7,592 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 7,529
Change-7,529 (-100%)
Value—
Martin & Co Inc
N/A
Shares— from 7,516
Change-7,516 (-100%)
Value—
BCS Private Wealth Management, Inc.
N/A
Shares— from 7,480
Change-7,480 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 7,464
Change-7,464 (-100%)
Value—
Drake & Associates, LLC
N/A
Shares— from 7,457
Change-7,457 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 7,451
Change-7,451 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 7,372
Change-7,372 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 7,340
Change-7,340 (-100%)
Value—
Atom Investors LP
N/A
Shares— from 7,255
Change-7,255 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 7,233
Change-7,233 (-100%)
Value—
Weaver C. Barksdale & Associates, Inc.
N/A
Shares— from 7,176
Change-7,176 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 7,105
Change-7,105 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 7,103
Change-7,103 (-100%)
Value—
CIM Investment Management Inc
N/A
Shares— from 6,996
Change-6,996 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 6,987
Change-6,987 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 6,983
Change-6,983 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 6,883
Change-6,883 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 6,876
Change-6,876 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 6,834
Change-6,834 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 6,749
Change-6,749 (-100%)
Value—
SIG Brokerage, LP
N/A
Shares— from 6,736
Change-6,736 (-100%)
Value—
Catalyst Financial Partners LLC
N/A
Shares— from 6,711
Change-6,711 (-100%)
Value—
Asahi Life Asset Management Co., Ltd.
N/A
Shares— from 6,678
Change-6,678 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 6,572
Change-6,572 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 6,566
Change-6,566 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 6,508
Change-6,508 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 6,458
Change-6,458 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 6,457
Change-6,457 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 6,430
Change-6,430 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 6,411
Change-6,411 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 6,406
Change-6,406 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 6,373
Change-6,373 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 6,352
Change-6,352 (-100%)
Value—
Trinity Legacy Partners, LLC
N/A
Shares— from 6,340
Change-6,340 (-100%)
Value—
Great OAK Capital Partners, LLC
N/A
Shares— from 6,337
Change-6,337 (-100%)
Value—
White Pine Capital LLC
N/A
Shares— from 6,332
Change-6,332 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 6,322
Change-6,322 (-100%)
Value—
North Dallas Bank & Trust Co
N/A
Shares— from 6,199
Change-6,199 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 6,175
Change-6,175 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 6,055
Change-6,055 (-100%)
Value—
Jupiter Wealth Management LLC
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 5,937
Change-5,937 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 5,918
Change-5,918 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 5,907
Change-5,907 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 5,897
Change-5,897 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 5,809
Change-5,809 (-100%)
Value—
LSV Asset Management
N/A
Shares— from 5,800
Change-5,800 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 5,711
Change-5,711 (-100%)
Value—
Hillman Capital Management, Inc.
N/A
Shares— from 5,707
Change-5,707 (-100%)
Value—
Sandro Wealth Management LLC
N/A
Shares— from 5,691
Change-5,691 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 5,637
Change-5,637 (-100%)
Value—
First National Bank & Trust Co of Newtown
N/A
Shares— from 5,594
Change-5,594 (-100%)
Value—
Harbour Wealth Management Group, Inc.
N/A
Shares— from 5,571
Change-5,571 (-100%)
Value—
Beta Wealth Group, Inc.
N/A
Shares— from 5,556
Change-5,556 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 5,528
Change-5,528 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 5,476
Change-5,476 (-100%)
Value—
Readystate Asset Management LP
N/A
Shares— from 5,451
Change-5,451 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 5,417
Change-5,417 (-100%)
Value—
Polymer Capital Management (US) LLC
N/A
Shares— from 5,370
Change-5,370 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 5,351
Change-5,351 (-100%)
Value—
MQS Management LLC
N/A
Shares— from 5,335
Change-5,335 (-100%)
Value—
Forefront Analytics, LLC
N/A
Shares— from 5,319
Change-5,319 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 5,307
Change-5,307 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 5,299
Change-5,299 (-100%)
Value—
Weiss Asset Management LP
N/A
Shares— from 5,167
Change-5,167 (-100%)
Value—
Blueshift Asset Management, LLC
N/A
Shares— from 5,128
Change-5,128 (-100%)
Value—
Defiance ETFs, LLC
N/A
Shares— from 5,118
Change-5,118 (-100%)
Value—
Generali Investments Towarzystwo Funduszy Inwestycyjnych
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Armistice Capital, LLC
N/A
Shares— from 4,947
Change-4,947 (-100%)
Value—
Chaney Capital Management, Inc.
N/A
Shares— from 4,939
Change-4,939 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 4,929
Change-4,929 (-100%)
Value—
Westerkirk Capital Inc.
N/A
Shares— from 4,895
Change-4,895 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 4,884
Change-4,884 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 4,878
Change-4,878 (-100%)
Value—
PCB Capital LLC
N/A
Shares— from 4,862
Change-4,862 (-100%)
Value—
Parvin Asset Management, LLC
N/A
Shares— from 4,850
Change-4,850 (-100%)
Value—
Precision Wealth Strategies, LLC
N/A
Shares— from 4,842
Change-4,842 (-100%)
Value—
MOR Wealth Management, LLC
N/A
Shares— from 4,827
Change-4,827 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 4,827
Change-4,827 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 4,798
Change-4,798 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 4,793
Change-4,793 (-100%)
Value—
Fullerton Fund Management Co Ltd.
N/A
Shares— from 4,757
Change-4,757 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 4,716
Change-4,716 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 4,696
Change-4,696 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 4,661
Change-4,661 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 4,606
Change-4,606 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 4,583
Change-4,583 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 4,516
Change-4,516 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 4,511
Change-4,511 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 4,502
Change-4,502 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 4,501
Change-4,501 (-100%)
Value—
SGL Investment Advisors, Inc.
N/A
Shares— from 4,467
Change-4,467 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 4,449
Change-4,449 (-100%)
Value—
US Asset Management LLC
N/A
Shares— from 4,426
Change-4,426 (-100%)
Value—
Abbot Financial Management, Inc.
N/A
Shares— from 4,418
Change-4,418 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 4,417
Change-4,417 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 4,379
Change-4,379 (-100%)
Value—
Quarry LP
N/A
Shares— from 4,342
Change-4,342 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 4,330
Change-4,330 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 4,311
Change-4,311 (-100%)
Value—
Hall Capital Management Co Inc
N/A
Shares— from 4,302
Change-4,302 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 4,299
Change-4,299 (-100%)
Value—
Trustco Bank Corp N Y
N/A
Shares— from 4,294
Change-4,294 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 4,253
Change-4,253 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 4,242
Change-4,242 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 4,218
Change-4,218 (-100%)
Value—
Widmann Financial Services, Inc.
N/A
Shares— from 4,217
Change-4,217 (-100%)
Value—
Baker Avenue Asset Management, LP
N/A
Shares— from 4,212
Change-4,212 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 4,203
Change-4,203 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 4,188
Change-4,188 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 4,181
Change-4,181 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 4,180
Change-4,180 (-100%)
Value—
Copley Financial Group, Inc.
N/A
Shares— from 4,149
Change-4,149 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 4,120
Change-4,120 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 4,112
Change-4,112 (-100%)
Value—
Atalanta Sosnoff Capital, LLC
N/A
Shares— from 4,092
Change-4,092 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 4,091
Change-4,091 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 4,091
Change-4,091 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 4,090
Change-4,090 (-100%)
Value—
Graybill Wealth Management, Ltd.
N/A
Shares— from 4,061
Change-4,061 (-100%)
Value—
Bristlecone Value Partners, LLC
N/A
Shares— from 4,060
Change-4,060 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 4,013
Change-4,013 (-100%)
Value—
Twin Lakes Capital Management, LLC
N/A
Shares— from 4,005
Change-4,005 (-100%)
Value—
Severin Investments, LLC
N/A
Shares— from 3,954
Change-3,954 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 3,905
Change-3,905 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 3,882
Change-3,882 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 3,873
Change-3,873 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 3,833
Change-3,833 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 3,808
Change-3,808 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 3,800
Change-3,800 (-100%)
Value—
Oxford Asset Management LLP
N/A
Shares— from 3,790
Change-3,790 (-100%)
Value—
Moment Partners, LLC
N/A
Shares— from 3,640
Change-3,640 (-100%)
Value—
American Trust
N/A
Shares— from 3,636
Change-3,636 (-100%)
Value—
Nwam LLC
N/A
Shares— from 3,604
Change-3,604 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 3,588
Change-3,588 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 3,573
Change-3,573 (-100%)
Value—
Natural Investments, LLC
N/A
Shares— from 3,555
Change-3,555 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 3,521
Change-3,521 (-100%)
Value—
Cyber Hornet ETFs LLC
N/A
Shares— from 3,498
Change-3,498 (-100%)
Value—
Mosaic Financial Group, LLC
N/A
Shares— from 3,469
Change-3,469 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 3,468
Change-3,468 (-100%)
Value—
Aviso Financial Inc.
N/A
Shares— from 3,453
Change-3,453 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 3,406
Change-3,406 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 3,393
Change-3,393 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 3,370
Change-3,370 (-100%)
Value—
Okabena Investment Services Inc
N/A
Shares— from 3,358
Change-3,358 (-100%)
Value—
Balanced Rock Investment Advisors LLC
N/A
Shares— from 3,346
Change-3,346 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 3,316
Change-3,316 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 3,315
Change-3,315 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 3,288
Change-3,288 (-100%)
Value—
Caerus Investment Advisors, LLC
N/A
Shares— from 3,273
Change-3,273 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 3,205
Change-3,205 (-100%)
Value—
AlphaGrep UK Ltd
N/A
Shares— from 3,163
Change-3,163 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 3,144
Change-3,144 (-100%)
Value—
Aspen Wealth Strategies, LLC
N/A
Shares— from 3,097
Change-3,097 (-100%)
Value—
Hardy Reed LLC
N/A
Shares— from 3,090
Change-3,090 (-100%)
Value—
Capital Wealth Planning, LLC
N/A
Shares— from 3,064
Change-3,064 (-100%)
Value—
Atlantic Family Wealth, LLC
N/A
Shares— from 3,044
Change-3,044 (-100%)
Value—
Insight 2811, Inc.
N/A
Shares— from 3,038
Change-3,038 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 3,030
Change-3,030 (-100%)
Value—
Optas, LLC
N/A
Shares— from 3,020
Change-3,020 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 3,019
Change-3,019 (-100%)
Value—
Persistent Asset Partners Ltd
N/A
Shares— from 3,012
Change-3,012 (-100%)
Value—
Wealth Management Strategies, Inc.
N/A
Shares— from 3,010
Change-3,010 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 2,960
Change-2,960 (-100%)
Value—
Martin Investment Management, LLC
N/A
Shares— from 2,906
Change-2,906 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 2,902
Change-2,902 (-100%)
Value—
Whetstone Capital Advisors, LLC
N/A
Shares— from 2,874
Change-2,874 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 2,871
Change-2,871 (-100%)
Value—
Holistic Financial Partners
N/A
Shares— from 2,870
Change-2,870 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 2,868
Change-2,868 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 2,863
Change-2,863 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 2,860
Change-2,860 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 2,843
Change-2,843 (-100%)
Value—
Affinity Investment Advisors, LLC
N/A
Shares— from 2,842
Change-2,842 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 2,823
Change-2,823 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 2,820
Change-2,820 (-100%)
Value—
Alvarez & Marsal Private Wealth Partners, LLC
N/A
Shares— from 2,805
Change-2,805 (-100%)
Value—
Traub Capital Management LLC
N/A
Shares— from 2,761
Change-2,761 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 2,744
Change-2,744 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 2,742
Change-2,742 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 2,737
Change-2,737 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 2,651
Change-2,651 (-100%)
Value—
Beaton Management Co. Inc.
N/A
Shares— from 2,638
Change-2,638 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 2,605
Change-2,605 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 2,597
Change-2,597 (-100%)
Value—
Legacy Trust
N/A
Shares— from 2,595
Change-2,595 (-100%)
Value—
Boyd Watterson Asset Management LLC
N/A
Shares— from 2,592
Change-2,592 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 2,591
Change-2,591 (-100%)
Value—
Royal Capital Wealth Management, LLC
N/A
Shares— from 2,589
Change-2,589 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 2,579
Change-2,579 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 2,548
Change-2,548 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 2,505
Change-2,505 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 2,487
Change-2,487 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 2,442
Change-2,442 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 2,294
Change-2,294 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 2,070
Change-2,070 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 1,995
Change-1,995 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 1,934
Change-1,934 (-100%)
Value—
Silvant Capital Management LLC
N/A
Shares— from 1,932
Change-1,932 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 1,842
Change-1,842 (-100%)
Value—
Laraway Financial Advisors Inc
N/A
Shares— from 1,841
Change-1,841 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 1,819
Change-1,819 (-100%)
Value—
Limestone Investment Advisors LP
N/A
Shares— from 1,810
Change-1,810 (-100%)
Value—
Eurizon SLJ Capital Ltd
N/A
Shares— from 1,722
Change-1,722 (-100%)
Value—
Wellington Grp LLC
N/A
Shares— from 1,556
Change-1,556 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 1,536
Change-1,536 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 1,474
Change-1,474 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 1,429
Change-1,429 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 1,314
Change-1,314 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 1,192
Change-1,192 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 1,160
Change-1,160 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 1,150
Change-1,150 (-100%)
Value—
Strategic Wealth Advisors LLC
N/A
Shares— from 1,118
Change-1,118 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 1,091
Change-1,091 (-100%)
Value—
Palladiem, LLC
N/A
Shares— from 1,068
Change-1,068 (-100%)
Value—
Motco
N/A
Shares— from 1,030
Change-1,030 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 1,008
Change-1,008 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 997
Change-997 (-100%)
Value—
Clearstead Trust, LLC
N/A
Shares— from 996
Change-996 (-100%)
Value—
Cetera Trust Company, N.a
N/A
Shares— from 975
Change-975 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 932
Change-932 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 914
Change-914 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 903
Change-903 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 774
Change-774 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 667
Change-667 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 663
Change-663 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 662
Change-662 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 652
Change-652 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 644
Change-644 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 619
Change-619 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 613
Change-613 (-100%)
Value—
Kelly Lawrence W & Associates Inc
N/A
Shares— from 600
Change-600 (-100%)
Value—
CNB Bank
N/A
Shares— from 589
Change-589 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 566
Change-566 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 556
Change-556 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 550
Change-550 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 540
Change-540 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 540
Change-540 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 529
Change-529 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 523
Change-523 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 500
Change-500 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 493
Change-493 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 493
Change-493 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 480
Change-480 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 453
Change-453 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 449
Change-449 (-100%)
Value—
Peterson Wealth Management
N/A
Shares— from 445
Change-445 (-100%)
Value—
Community Bank, N.A.
N/A
Shares— from 427
Change-427 (-100%)
Value—
Core Capital Management & Research, inc.
N/A
Shares— from 418
Change-418 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 415
Change-415 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 411
Change-411 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 400
Change-400 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 389
Change-389 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 381
Change-381 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 347
Change-347 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 310
Change-310 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 308
Change-308 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 307
Change-307 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 295
Change-295 (-100%)
Value—
S&T Bank
N/A
Shares— from 287
Change-287 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 283
Change-283 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 275
Change-275 (-100%)
Value—
Lummis Asset Management, LP
N/A
Shares— from 253
Change-253 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 247
Change-247 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 245
Change-245 (-100%)
Value—
Centennial Bank
N/A
Shares— from 244
Change-244 (-100%)
Value—
Ross\johnson & Associates LLC
N/A
Shares— from 238
Change-238 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 235
Change-235 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 229
Change-229 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 221
Change-221 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 221
Change-221 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 206
Change-206 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 201
Change-201 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 200
Change-200 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 181
Change-181 (-100%)
Value—
BankPlus Trust Department
N/A
Shares— from 164
Change-164 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 163
Change-163 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 159
Change-159 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 154
Change-154 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 152
Change-152 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 127
Change-127 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 124
Change-124 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 115
Change-115 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 114
Change-114 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 112
Change-112 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 106
Change-106 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 100
Change-100 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 98
Change-98 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 98
Change-98 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 96
Change-96 (-100%)
Value—
1248 Management, LLC
N/A
Shares— from 94
Change-94 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 90
Change-90 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 85
Change-85 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 81
Change-81 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 77
Change-77 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 68
Change-68 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 55
Change-55 (-100%)
Value—
Groupe la Francaise
N/A
Shares— from 50
Change-50 (-100%)
Value—
Toews Corp
N/A
Shares— from 49
Change-49 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 29
Change-29 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 29
Change-29 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 21
Change-21 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 19
Change-19 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 15
Change-15 (-100%)
Value—
Cypress Capital Management LLC (WY)
N/A
Shares— from 11
Change-11 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 10
Change-10 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
Bank of New York Mellon Corp
INCREASED15,946,97314,694,253+1,252,720+9%$1.1B$1.4B+$226.5M2026-11-05
Dimensional Fund Advisors LP
INCREASED7,461,5277,411,228+50,299+1%$579.9M$643.9M+$63.9M2026-11-04
M&G Plc
DECREASED3,716,1483,901,694-185,546-5%$304.3M$319.6M+$15.3M2026-11-04
Beutel, Goodman & Co Ltd.
DECREASED3,662,0883,922,276-260,188-7%$306.8K$316.0K+$9.2K2026-11-04
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED3,376,2303,210,519+165,711+5%$251.2M$291.3M+$40.2M2026-11-05
DekaBank Deutsche Girozentrale
INCREASED3,286,4052,351,765+934,640+40%$200.2K$286.3K+$86.1K2026-10-27
Sumitomo Mitsui Trust Group, Inc.
DECREASED3,172,5963,291,183-118,587-4%$257.5M$273.8M+$16.3M2026-10-29
Pzena Investment Management LLC
DECREASED3,078,7853,147,999-69,214-2%$246.3M$265.7M+$19.4M2026-10-30
Fort Washington Investment Advisors Inc
DECREASED2,533,4522,627,177-93,725-4%$205.5M$218.6M+$13.1M2026-10-15
Guinness Asset Management LTD
DECREASED2,510,5882,584,951-74,363-3%$201.5M$216.6M+$15.2M2026-11-05
ProShare Advisors LLC
INCREASED2,231,5552,182,867+48,688+2%$170.8M$192.6M+$21.8M2026-10-29
Equity Investment Corp
DECREASED2,066,1212,070,582-4,4610%$162.0M$178.3M+$16.3M2026-11-04
Citigroup Inc
INCREASED2,015,0931,848,092+167,001+9%$144.6M$173.9M+$29.3M2026-11-04
Flossbach VON Storch SE
INCREASED1,892,9801,089,386+803,594+74%$85.2M$163.3M+$78.1M2026-10-28
Principal Financial Group Inc
DECREASED1,778,7542,151,376-372,622-17%$168.3M$153.5M-$14.8M2026-11-02
Lazard Freres Gestion S.A.S.
INCREASED1,637,6551,570,835+66,820+4%$122.9K$141.3K+$18.4K2026-11-03
Vontobel Holding Ltd.
INCREASED1,611,0291,364,726+246,303+18%$106.8M$139.0M+$32.3M2026-10-16
Saratoga Research & Investment Management
INCREASED1,211,1461,203,285+7,861+1%$94.1M$104.5M+$10.4M2026-10-16
CIBC Asset Management Inc
INCREASED1,191,5311,146,973+44,558+4%$89.7M$102.8M+$13.1M2026-11-05
Summit Securities Group LLC
INCREASED1,106,532985+1,105,547+112238%$77.1K$95.5M+$95.4M2026-11-05
Davenport & Co LLC
DECREASED1,098,3421,098,548-2060%$86.7M$95.0M+$8.3M2026-10-14
Wealth Enhancement Advisory Services, LLC
INCREASED1,062,502921,461+141,041+15%$69.7M$84.0M+$14.3M2026-10-13
Bank Julius Baer & Co. Ltd, Zurich
INCREASED1,035,8621,024,935+10,927+1%$80.7M$89.5M+$8.8M2026-10-29
US Bancorp \de\
DECREASED997,8321,077,037-79,205-7%$84.3M$86.1M+$1.8M2026-11-05
Truist Financial Corp
DECREASED961,3161,205,777-244,461-20%$94.3M$83.0M-$11.4M2026-10-30
New York State Teachers Retirement System
DECREASED961,1101,005,562-44,452-4%$78.7K$82.9K+$4.3K2026-10-22
MacKenzie Financial Corp
DECREASED952,0351,210,929-258,894-21%$94.7M$82.2M-$12.6M2026-11-02
Allspring Global Investments Holdings, LLC
DECREASED884,577902,134-17,557-2%$71.4M$76.5M+$5.0M2026-11-04
Congress Asset Management Co
NEW883,081—+883,081——$76.2M—2026-10-06
Assetmark, Inc
INCREASED874,892815,888+59,004+7%$63.8M$75.5M+$11.7M2026-10-21
Miller Howard Investments Inc
DECREASED848,325851,494-3,1690%$66.6M$73.2M+$6.6M2026-10-26
Todd Asset Management LLC
DECREASED786,687849,171-62,484-7%$66.4M$67.9M+$1.5M2026-10-27
Swedbank AB
INCREASED765,112637,025+128,087+20%$49.8M$66.0M+$16.2M2026-10-27
Pictet Asset Management Holding SA
DECREASED707,3221,147,659-440,337-38%$89.8M$61.0M-$28.8M2026-11-03
Oppenheimer Asset Management Inc.
INCREASED645,442597,429+48,013+8%$46.7M$55.7M+$9.0M2026-10-27
Vest Financial, LLC
INCREASED639,468633,720+5,748+1%$49.6M$55.2M+$5.6M2026-10-21
Creative Planning
INCREASED632,004457,500+174,504+38%$35.8M$54.5M+$18.7M2026-11-02
Exchange Traded Concepts, LLC
INCREASED615,909552,260+63,649+12%$43.2M$53.1M+$9.9M2026-10-28
Cambiar Investors LLC
DECREASED604,860612,194-7,334-1%$47.9M$52.2M+$4.3M2026-11-04
Asset Management One Co., Ltd.
INCREASED579,803563,263+16,540+3%$44.1M$50.0M+$6.0M2026-10-27
Commonwealth Equity Services, LLC
INCREASED572,557551,423+21,134+4%$43.1M$49.4M+$6.3M2026-11-02
Thrivent Financial for Lutherans
DECREASED489,131532,992-43,861-8%$41.7K$42.2K+$5072026-11-05
Keybank National Association
INCREASED486,673472,645+14,028+3%$37.0M$42.0M+$5.0M2026-11-04
Cooke & Bieler LP
DECREASED477,037799,208-322,171-40%$62.5M$41.2M-$21.4M2026-10-21
Strs Ohio
DECREASED470,728494,498-23,770-5%$38.7M$40.6M+$1.9M2026-10-30
WestEnd Advisors, LLC
INCREASED454,423382,943+71,480+19%$30.0M$39.2M+$9.3M2026-10-27
Gradient Investments LLC
DECREASED452,838496,513-43,675-9%$38.8M$39.1M+$233.2K2026-10-08
Calamos Advisors LLC
INCREASED431,920425,833+6,087+1%$33.3M$37.3M+$4.0M2026-11-02
Matrix Asset Advisors Inc
DECREASED426,624433,672-7,048-2%$33.9M$36.8M+$2.9M2026-10-13
Willis Investment Counsel
INCREASED423,859414,539+9,320+2%$32.4M$36.6M+$4.1M2026-10-20
Kestra Advisory Services, LLC
INCREASED422,756413,897+8,859+2%$32.4M$36.5M+$4.1M2026-11-02
KBC Group NV
DECREASED418,260651,252-232,992-36%$50.9K$36.1K-$14.9K2026-10-22
State of New Jersey Common Pension Fund D
DECREASED416,426417,387-9610%$32.7M$35.9M+$3.3M2026-11-05
Nippon Life Global Investors Americas, Inc.
DECREASED404,280471,190-66,910-14%$37.2M$35.2M-$2.0M2026-10-29
SEB Asset Management AB
INCREASED384,332367,665+16,667+5%$28.8M$33.2M+$4.4M2026-11-04
Daiwa Securities Group Inc.
INCREASED379,046294,003+85,043+29%$23.0M$32.7M+$9.7M2026-10-29
Czech National Bank
INCREASED367,788365,443+2,345+1%$28.6M$31.7M+$3.1M2026-10-13
Mirae Asset Global Investments Co., Ltd.
INCREASED366,492320,890+45,602+14%$25.1M$31.6M+$6.5M2026-11-03
Arizona State Retirement System
INCREASED360,039356,254+3,785+1%$27.9M$31.1M+$3.2M2026-11-03
Crossmark Global Holdings, Inc.
DECREASED351,163367,157-15,994-4%$28.7M$30.3M+$1.6M2026-10-21
TD Waterhouse Canada Inc.
DECREASED343,172359,859-16,687-5%$28.5M$28.6M+$38.3K2026-10-16
Eubel Brady & Suttman Asset Management Inc
INCREASED343,047335,820+7,227+2%$26.3K$29.6K+$3.3K2026-11-04
Cardinal Capital Management, Inc.
INCREASED340,500329,175+11,325+3%$25.8M$29.4M+$3.6M2026-10-16
Swiss Life Asset Management Ltd
DECREASED324,307808,757-484,450-60%$63.3M$28.0M-$35.3M2026-11-03
IFM Investors Pty Ltd
INCREASED323,520317,720+5,800+2%$24.9M$27.9M+$3.1M2026-10-14
State of Michigan Retirement System
DECREASED321,598328,698-7,100-2%$25.7M$27.8M+$2.0M2026-10-27
Randolph Co Inc
INCREASED311,002310,757+245+0%$24.3M$26.8M+$2.5M2026-10-23
Corda Investment Management, Llc.
INCREASED307,237296,967+10,270+3%$23.2M$26.5M+$3.3M2026-10-22
Nexus Investment Management ULC
DECREASED303,318303,568-2500%$23.7M$26.2M+$2.4M2026-10-27
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED282,806283,575-7690%$22.2M$24.4M+$2.2M2026-11-03
Retirement Systems of Alabama
DECREASED268,434269,715-1,2810%$21.1M$23.2M+$2.1M2026-11-04
Midwest Trust Co
DECREASED257,460257,916-4560%$20.2M$22.2M+$2.0M2026-10-22
Cullen T Bankers, Inc.
DECREASED255,515267,264-11,749-4%$20.9M$22.0M+$1.1M2026-10-28
C WorldWide Group Holding A/S
UNCHANGED255,000255,00000%$19.9K$22.0K+$2.1K2026-11-04
Yousif Capital Management, LLC
INCREASED254,477251,659+2,818+1%$19.7M$22.0M+$2.3M2026-10-22
Godsey & Gibb, Inc
INCREASED250,954249,657+1,297+1%$19.5M$21.7M+$2.1M2026-10-14
Xponance LLC
INCREASED250,811239,762+11,049+5%$18.8M$21.6M+$2.9M2026-11-03
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED248,319293,866-45,547-15%$23.0M$21.4M-$1.6M2026-10-15
Factory Mutual Insurance Co
DECREASED246,590313,490-66,900-21%$24.5M$21.3M-$3.2M2026-10-30
Neos Investment Management LLC
INCREASED238,401210,315+28,086+13%$16.5M$20.6M+$4.1M2026-11-04
Verity & Verity, LLC
INCREASED233,795229,707+4,088+2%$18.0M$20.2M+$2.2M2026-10-23
Rakuten Investment Management, Inc.
NEW229,753—+229,753——$20.0M—2026-10-30
Badgley Phelps Wealth Managers, LLC
DECREASED227,636229,163-1,527-1%$18.1M$19.8M+$1.7M2026-10-22
Cambridge Investment Research Advisors, Inc.
DECREASED225,833241,056-15,223-6%$18.9K$19.5K+$6292026-11-02
Wilkins Investment Counsel Inc
INCREASED224,262222,957+1,305+1%$17.4M$19.4M+$1.9M2026-11-03
Amalgamated Bank
DECREASED219,061226,028-6,967-3%$17.7K$18.9K+$1.2K2026-10-23
Grimes & Co Wealth Management, LLC
INCREASED216,289179,580+36,709+20%$14.0M$18.7M+$4.6M2026-10-29
Robeco Institutional Asset Management B.V.
DECREASED211,300235,573-24,273-10%$18.4M$18.2M-$195.8K2026-10-20
Illinois Municipal Retirement Fund
DECREASED209,295218,247-8,952-4%$17.1M$18.1M+$986.6K2026-11-05
Financial Perspectives, Inc
DECREASED206,170212,224-6,054-3%$16.6M$17.8M+$1.2M2026-11-03
Fideuram Asset Management (Ireland) dac
INCREASED206,065132,544+73,521+55%$11.0M$18.8M+$7.8M2026-10-29
Davidson Investment Advisors
DECREASED204,506348,684-144,178-41%$27.3M$17.6M-$9.6M2026-10-20
Wallington Asset Management, LLC
DECREASED193,003195,338-2,335-1%$15.3M$16.7M+$1.4M2026-11-04
Adams Diversified Equity Fund, Inc.
UNCHANGED192,900192,90000%$15.1M$16.6M+$1.6M2026-10-21
Ethic Inc.
INCREASED192,815158,467+34,348+22%$12.4M$16.6M+$4.2M2026-11-03
Atria Investments, Inc
INCREASED188,012156,519+31,493+20%$12.2M$16.2M+$4.0M2026-10-15
D.A. Davidson & Co.
INCREASED185,131180,608+4,523+3%$14.1M$16.0M+$1.8M2026-10-28
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED183,525181,243+2,282+1%$14.2M$15.8M+$1.7M2026-10-20
ABN Amro Investment Solutions
INCREASED181,325176,006+5,319+3%$13.8M$15.6M+$1.9M2026-10-21
F&V Capital Management, LLC
DECREASED178,452178,802-3500%$14.0K$15.4K+$1.4K2026-10-19
Oppenheimer & Co Inc
DECREASED177,789183,078-5,289-3%$14.3M$15.3M+$1.0M2026-10-26
Kimelman & Baird, LLC
INCREASED176,720163,671+13,049+8%$12.8M$15.2M+$2.4M2026-11-03
Stack Financial Management, Inc
DECREASED174,920178,117-3,197-2%$13.9M$15.1M+$1.2M2026-11-02
Argent Capital Management LLC
DECREASED174,092181,688-7,596-4%$14.2M$15.0M+$808.9K2026-10-05
Confluence Investment Management LLC
DECREASED174,010195,240-21,230-11%$15.3M$15.0M-$258.4K2026-10-01
Nepsis Inc.
INCREASED172,429143,946+28,483+20%$11.3M$14.9M+$3.6M2026-10-13
Soltis Investment Advisors LLC
INCREASED167,746132,646+35,100+26%$10.4M$14.5M+$4.1M2026-10-28
Smith Salley Wealth Management
INCREASED167,626162,575+5,051+3%$12.7M$14.5M+$1.7M2026-11-03
Cantor Fitzgerald Investment Advisors L.P.
INCREASED167,041163,798+3,243+2%$12.8M$14.4M+$1.6M2026-10-21
Busey Bank
DECREASED163,803167,695-3,892-2%$13.1M$14.1M+$1.0M2026-10-26
Oregon Public Employees Retirement Fund
DECREASED157,349157,862-5130%$12.3M$13.6M+$1.2M2026-10-30
State of Alaska, Department of Revenue
DECREASED157,044161,585-4,541-3%$12.6K$13.6K+$9112026-10-15
Allied Investment Advisors, LLC
INCREASED154,429148,273+6,156+4%$11.6M$13.3M+$1.7M2026-10-13
Nisa Investment Advisors, LLC
INCREASED151,403149,850+1,553+1%$11.8M$13.2M+$1.3M2026-10-20
Moran Wealth Management, LLC
INCREASED150,219148,368+1,851+1%$11.6M$13.0M+$1.4M2026-10-22
MassMutual Private Wealth & Trust, FSB
INCREASED149,708130,393+19,315+15%$10.2M$12.9M+$2.7M2026-10-05
Stockman Wealth Management, Inc.
INCREASED149,294147,814+1,480+1%$11.6M$12.9M+$1.3M2026-10-27
Fifth Third Bancorp
DECREASED146,682155,772-9,090-6%$12.2M$12.7M+$471.1K2026-11-05
Avanza Fonder AB
INCREASED143,992126,616+17,376+14%$9.9M$12.4M+$2.5M2026-10-13
LEE Danner & Bass Inc
INCREASED142,037141,701+336+0%$11.1M$12.3M+$1.2M2026-10-27
Aegon Asset Management UK PLC
DECREASED141,683144,550-2,867-2%$11.3M$12.2M+$917.7K2026-11-04
Citizens Financial Group Inc
INCREASED140,35182,274+58,077+71%$6.4M$12.1M+$5.7M2026-10-23
Kanawha Capital Management LLC
INCREASED137,284135,858+1,426+1%$10.6M$11.8M+$1.2M2026-10-19
Lmcg Investments, LLC
INCREASED136,152114,883+21,269+19%$9.0M$11.7M+$2.8M2026-10-21
Bryn Mawr Trust Advisors, LLC
DECREASED135,237140,236-4,999-4%$11.0M$11.7M+$699.0K2026-11-04
TD Private Client Wealth LLC
INCREASED133,882133,648+234+0%$10.5M$11.6M+$1.1M2026-10-28
Advocate Group LLC
INCREASED133,221126,604+6,617+5%$9.9M$11.5M+$1.6M2026-10-19
Allen Mooney & Barnes Investment Advisors LLC
INCREASED131,529130,036+1,493+1%$10.2M$11.3M+$1.2M2026-10-08
Farmers & Merchants Investments Inc
DECREASED131,507133,089-1,582-1%$10.4M$11.3M+$936.2K2026-10-22
Mutual of America Capital Management LLC
DECREASED131,420132,746-1,326-1%$10.4M$11.3M+$955.5K2026-10-23
Thompson Siegel & Walmsley LLC
DECREASED130,316139,007-8,691-6%$10.9K$11.2K+$3702026-11-05
Cullen Investment Group, Ltd.
INCREASED129,321123,864+5,457+4%$9.7M$11.9M+$2.2M2026-10-13
RPG Investment Advisory, LLC
DECREASED128,440228,303-99,863-44%$17.9M$11.1M-$6.8M2026-10-21
Northside Capital Management, LLC
DECREASED126,702126,811-1090%$9.9M$10.9M+$1.0M2026-10-13
Noesis Capital Mangement Corp
DECREASED123,778126,603-2,825-2%$9.9M$10.7M+$776.7K2026-10-26
GW Henssler & Associates LTD
INCREASED123,069121,925+1,144+1%$9.5M$10.6M+$1.1M2026-10-26
Woodstock Corp
INCREASED121,281121,241+40+0%$9.5M$10.5M+$980.7K2026-10-13
Nichols & Pratt Advisers LLP
DECREASED114,913141,131-26,218-19%$11.0M$9.9M-$1.1M2026-10-13
Ferguson Wellman Capital Management, Inc
DECREASED113,136114,782-1,646-1%$9.0M$9.8M+$783.1K2026-10-05
Foster Victor Wealth Advisors, LLC
INCREASED112,467112,374+93+0%$8.9M$10.4M+$1.5M2026-10-21
Camden National Bank
DECREASED112,440112,904-4640%$8.8M$9.7M+$870.0K2026-11-02
Cutler Investment Counsel LLC
DECREASED112,178114,555-2,377-2%$9.0M$9.8M+$715.1K2026-10-28
Y-Intercept (Hong Kong) Ltd
INCREASED110,8925,148+105,744+2054%$402.7K$9.6M+$9.2M2026-10-16
HB Wealth Management, LLC
INCREASED110,45698,948+11,508+12%$7.7M$9.5M+$1.8M2026-10-23
Compagnie Lombard Odier SCmA
INCREASED110,000109,230+770+1%$8.5M$9.5M+$946.8K2026-11-04
Diversify Advisory Services, LLC
INCREASED109,13297,290+11,842+12%$8.2M$10.4M+$2.2M2026-10-20
Diversify Wealth Management, LLC
INCREASED109,13297,290+11,842+12%$8.2M$10.4M+$2.2M2026-10-20
Mattern Capital Management, LLC
DECREASED106,818114,041-7,223-6%$8.9M$9.2M+$295.9K2026-11-02
NorthCrest Asset Manangement, LLC
INCREASED105,14792,073+13,074+14%$7.6M$9.2M+$1.6M2026-10-13
Value Partners Investments Inc.
UNCHANGED105,000105,00000%$8.2M$9.1M+$865.6K2026-10-19
ASR Vermogensbeheer N.V.
INCREASED103,64999,754+3,895+4%$7.8M$8.9M+$1.1M2026-10-16
Park National Corp
DECREASED102,898116,886-13,988-12%$9.1M$8.9M-$264.9K2026-10-05
Fourpath Capital Management, LLC
DECREASED101,174101,418-2440%$7.9M$8.7M+$796.4K2026-10-19
Kornitzer Capital Management Inc
DECREASED100,346103,155-2,809-3%$8.1M$8.7M+$589.0K2026-11-03
Lido Advisors, LLC
INCREASED99,82977,478+22,351+29%$6.1M$8.6M+$2.5M2026-11-04
Westchester Capital Management, Inc.
DECREASED99,05599,190-1350%$7.8M$8.5M+$787.8K2026-10-23
Washington Trust Co
INCREASED98,86388,382+10,481+12%$6.9M$8.5M+$1.6M2026-10-22
Gulf International Bank (UK) Ltd
UNCHANGED97,47497,47400%$7.6K$8.4K+$7862026-10-20
Pinnacle Associates LTD
INCREASED97,09793,615+3,482+4%$7.3M$8.4M+$1.1M2026-10-20
Associated Banc-Corp
DECREASED97,013118,886-21,873-18%$9.3M$8.4M-$929.2K2026-10-30
Raiffeisen Bank International AG
INCREASED96,83364,723+32,110+50%$5.2M$8.4M+$3.2M2026-10-28
Equitable Trust Co
INCREASED96,70296,125+577+1%$7.5M$8.3M+$824.6K2026-10-13
Veritas Asset Management LLP
UNCHANGED96,69096,69000%$7.6M$8.3M+$779.3K2026-11-05
Orange Investment Advisors, Inc.
DECREASED95,692101,692-6,000-6%$8.0M$8.3M+$301.9K2026-10-23
Mengis Capital Management, Inc.
DECREASED95,23796,412-1,175-1%$7.5M$8.2M+$675.7K2026-10-13
Monte Financial Group, LLC
DECREASED94,11794,960-843-1%$8.1M$8.1M+$12.7K2026-11-02
Cardinal Capital Management
INCREASED92,36385,040+7,323+9%$6.7M$8.0M+$1.3M2026-10-21
Financial & Tax Architects, LLC
DECREASED91,34591,508-1630%$7.2M$7.9M+$723.5K2026-10-15
Schaper Benz & Wise Investment Counsel Inc
DECREASED91,28895,188-3,900-4%$7.4M$7.9M+$430.7K2026-10-09
Stablepoint Partners, LLC
INCREASED86,77174,189+12,582+17%$5.8M$7.5M+$1.7M2026-11-03
Beacon Investment Advisory Services, Inc.
INCREASED86,67176,632+10,039+13%$6.0M$7.5M+$1.5M2026-10-13
Azzad Asset Management Inc
INCREASED86,53084,606+1,924+2%$6.6M$7.5M+$847.9K2026-11-04
Armstrong Henry H Associates Inc
DECREASED86,44594,280-7,835-8%$7.4M$7.5M+$83.8K2026-10-07
Nicholas Company, Inc.
UNCHANGED85,73585,73500%$6.7M$7.4M+$691.0K2026-11-05
Franklin, Parlapiano, Turner & Welch, LLC
DECREASED85,57985,942-3630%$6.7M$7.4M+$661.3K2026-10-30
Concurrent Investment Advisors, LLC
INCREASED82,69166,494+16,197+24%$6.7M$7.1M+$428.9K2026-10-16
American National Bank & Trust
DECREASED82,29489,915-7,621-8%$7.0M$7.1M+$67.4K2026-10-07
Greenwood Capital Associates LLC
DECREASED80,15284,156-4,004-5%$6.6M$6.9M+$332.8K2026-10-27
Ledyard National Bank
INCREASED80,14879,644+504+1%$6.2M$6.9M+$685.4K2026-10-21
Kestra Private Wealth Services, LLC
DECREASED79,81184,879-5,068-6%$6.6M$6.9M+$246.8K2026-10-30
WealthBridge Investment Counsel Inc.
DECREASED79,54080,090-550-1%$6.3K$6.9K+$5992026-10-13
Guinness Atkinson Asset Management Inc
DECREASED79,42680,431-1,005-1%$6.3M$6.9M+$561.6K2026-11-05
Maryland State Retirement & Pension System
INCREASED79,19668,911+10,285+15%$5.4M$6.8M+$1.4M2026-11-05
Banque de Luxembourg S.A.
DECREASED78,852100,738-21,886-22%$7.9M$6.8M-$1.1M2026-10-14
Ellsworth Advisors, LLC
INCREASED78,11574,759+3,356+4%$6.0M$6.7M+$724.7K2026-10-15
Benedict Financial Advisors Inc
INCREASED77,08576,849+236+0%$6.0M$6.7M+$639.8K2026-10-07
Wilmington Savings Fund Society, FSB
DECREASED76,09576,923-828-1%$6.0M$6.6M+$548.6K2026-10-23
Hudson Edge Investment Partners Inc.
DECREASED75,56287,326-11,764-13%$6.8M$6.5M-$311.3K2026-10-28
Inspire Trust Co, N.A.
UNCHANGED75,00075,00000%$5.9M$6.5M+$604.5K2026-11-05
First Nebraska Trust Co
DECREASED74,42275,647-1,225-2%$5.9M$6.4M+$503.7K2026-10-30
Walter Public Investments Inc.
NEW73,779—+73,779——$6.4M—2026-11-05
Addenda Capital Inc.
UNCHANGED73,00073,00000%$5.8M$6.4M+$588.4K2026-10-13
Altrius Capital Management Inc
INCREASED72,98170,127+2,854+4%$5.5M$6.3M+$811.5K2026-11-05
Two Point Capital Management, Inc.
DECREASED72,29772,779-482-1%$5.7M$6.2M+$545.0K2026-10-16
Sicart Associates LLC
DECREASED71,81471,922-1080%$5.6M$6.8M+$1.2M2026-10-29
American Assets Investment Management, LLC
UNCHANGED71,63271,63200%$5.6M$6.2M+$577.4K2026-10-30
Woodley Farra Manion Portfolio Management Inc
INCREASED70,96666,430+4,536+7%$5.2M$6.2M+$931.3K2026-11-05
Martin Capital Partners, LLC
INCREASED70,95770,358+599+1%$5.5M$6.1M+$618.7K2026-10-07
Telos Capital Management, Inc.
INCREASED69,72568,927+798+1%$5.4M$6.0M+$624.5K2026-11-02
Hartford Investment Management Co
DECREASED68,48970,967-2,478-3%$5.6M$5.9M+$358.2K2026-11-04
Americana Partners, LLC
INCREASED68,39263,668+4,724+7%$5.0M$5.9M+$920.8K2026-10-28
Fisher Funds Management LTD
INCREASED68,34749,347+19,000+39%$3.9M$5.9M+$2.0M2026-10-13
Tokio Marine Asset Management Co LTD
INCREASED68,31665,072+3,244+5%$5.1M$5.9M+$804.4K2026-10-26
Albion Financial Group
INCREASED68,30063,236+5,064+8%$4.9M$5.9M+$946.6K2026-10-21
Goelzer Investment Management, Inc.
DECREASED67,29468,242-948-1%$5.3M$5.8M+$468.2K2026-10-16
Columbia Asset Management
INCREASED67,14363,627+3,516+6%$5.0M$5.8M+$816.2K2026-10-19
Poehling Capital Management, Inc.
INCREASED66,41963,386+3,033+5%$5.0M$5.7M+$772.6K2026-10-20
Murphy Pohlad Asset Management LLC
INCREASED66,20064,119+2,081+3%$5.0M$5.7M+$696.4K2026-10-22
Generali Asset Management SPA SGR
INCREASED65,95663,744+2,212+3%$5.0M$5.7M+$704.7K2026-10-26
Linscomb Wealth, Inc.
INCREASED65,93565,599+336+1%$5.1M$5.7M+$557.7K2026-11-05
Grandfield & Dodd, LLC
DECREASED65,66169,225-3,564-5%$5.4M$5.7M+$250.4K2026-10-29
Journey Advisory Group, LLC
INCREASED64,71162,121+2,590+4%$4.9M$5.6M+$727.4K2026-11-04
Gilman Hill Asset Management, LLC
INCREASED64,64063,879+761+1%$5.0M$5.6M+$580.6K2026-10-13
Naples Global Advisors, LLC
INCREASED63,86062,506+1,354+2%$4.9M$5.6M+$621.6K2026-11-05
New Mexico Educational Retirement Board
UNCHANGED63,68763,68700%$5.0K$5.5K+$5142026-11-05
Apollon Wealth Management, LLC
DECREASED63,54870,557-7,009-10%$5.5M$5.5M-$36.2K2026-10-23
Louisiana State Employees Retirement System
DECREASED63,00065,600-2,600-4%$5.1M$5.4M+$304.4K2026-10-20
Smithbridge Asset Management Inc
INCREASED62,09760,230+1,867+3%$4.7M$5.4M+$646.6K2026-10-19
MGO One Seven LLC
DECREASED61,82263,317-1,495-2%$5.0M$5.3M+$381.3K2026-10-28
Tufton Capital Management
DECREASED61,03161,711-680-1%$4.8K$5.3K+$4392026-10-20
Everett Harris & Co
DECREASED60,91361,038-1250%$4.8M$5.3M+$481.2K2026-10-28
DLK Investment Management, LLC
INCREASED60,89048,481+12,409+26%$3.8M$5.3M+$1.4M2026-10-09
Cohen Klingenstein LLC
UNCHANGED59,67759,67700%$4.7M$5.1M+$481.0K2026-10-15
J.P. Marvel Investment Advisors, LLC
UNCHANGED59,34859,34800%$4.6M$5.1M+$478.3K2026-11-02
Global Wealth Management Investment Advisory, Inc.
INCREASED59,34354,915+4,428+8%$4.3M$5.1M+$824.7K2026-11-04
Compass Wealth Management LLC
INCREASED59,16558,574+591+1%$4.6M$5.1M+$523.1K2026-10-22
Monarch Capital Management Inc
DECREASED59,10159,986-885-1%$4.7M$5.1M+$406.2K2026-10-19
Hennessy Advisors Inc
DECREASED58,90090,326-31,426-35%$7.1M$5.1M-$2.0M2026-10-28
Butensky & Cohen Financial Security, Inc
INCREASED58,47557,496+979+2%$4.5M$5.0M+$547.9K2026-10-13
Sage Capital Advisors,llc
NEW58,392—+58,392——$5.0M—2026-10-13
RBA Wealth Management, LLC
INCREASED57,87453,380+4,494+8%$4.2M$5.0M+$818.0K2026-10-28
Vise Technologies, Inc.
INCREASED57,32555,057+2,268+4%$4.3M$4.9M+$639.4K2026-10-29
Farther Finance Advisors, LLC
DECREASED56,90965,993-9,084-14%$5.2M$4.9M-$255.6K2026-10-08
Palisade Asset Management, LLC
INCREASED56,79452,744+4,050+8%$4.1M$4.9M+$774.6K2026-11-03
Park Avenue Securities LLC
INCREASED55,81153,905+1,906+4%$4.2K$4.8K+$5992026-10-26
Klein Pavlis & Peasley Financial, Inc.
INCREASED55,25251,778+3,474+7%$4.1M$4.8M+$717.1K2026-10-13
Perennial Advisors, LLC
DECREASED54,99956,098-1,099-2%$4.4M$4.7M+$357.3K2026-10-13
Plato Investment Management Ltd
INCREASED54,68846,948+7,740+16%$3.7M$4.7M+$1.1M2026-11-05
IFP Advisors, Inc
INCREASED54,63150,426+4,205+8%$3.9M$4.7M+$769.3K2026-10-16
Stonebridge Financial Group, LLC
INCREASED54,22754,010+217+0%$4.2M$4.7M+$454.1K2026-10-01
Valley Wealth Managers, Inc.
INCREASED54,19352,562+1,631+3%$4.1M$4.7M+$564.4K2026-10-09
Toth Financial Advisory Corp
DECREASED53,81756,404-2,587-5%$4.4M$4.6M+$231.4K2026-10-08
Old North State Wealth Management, LLC
INCREASED53,69651,798+1,898+4%$4.1M$4.6M+$581.5K2026-10-22
Brookstone Capital Management
INCREASED53,11027,821+25,289+91%$2.2M$4.6M+$2.4M2026-10-22
GHP Investment Advisors, Inc.
INCREASED52,66651,057+1,609+3%$4.0M$4.5M+$550.4K2026-10-15
Virginia Retirement Systems ET Al
UNCHANGED52,30052,30000%$4.1M$4.5M+$421.5K2026-10-28
Parthenon LLC
DECREASED52,01759,803-7,786-13%$4.7M$4.5M-$189.8K2026-10-22
Wedbush Securities Inc
DECREASED51,32352,143-820-2%$4.1K$4.4K+$3502026-10-22
Advisors Management Group Inc
DECREASED51,21152,512-1,301-2%$4.1K$4.4K+$3102026-11-05
W.G. Shaheen & Associates DBA Whitney & Co
INCREASED51,20947,995+3,214+7%$3.8M$4.4M+$664.2K2026-11-03
Hedeker Wealth, LLC
INCREASED51,05230,282+20,770+69%$2.4M$4.4M+$2.0M2026-10-23
apricus wealth, LLC
INCREASED50,63534,015+16,620+49%$2.7M$4.4M+$1.7M2026-10-26
Patriot Financial Group Insurance Agency, LLC
INCREASED49,89339,917+9,976+25%$3.1M$4.3M+$1.2M2026-10-14
NovaPoint Capital, LLC
INCREASED49,87348,884+989+2%$3.8M$4.3M+$479.4K2026-10-22
JB Capital LLC
DECREASED49,66371,678-22,015-31%$5.6M$4.3M-$1.3M2026-10-19
Kintegral Advisory, LLC
INCREASED49,27648,998+278+1%$3.9M$4.3M+$419.1K2026-10-16
Choreo, LLC
INCREASED48,96242,398+6,564+15%$3.3M$4.2M+$902.6K2026-10-28
Glenview Trust Co
INCREASED48,70348,066+637+1%$3.8M$4.2M+$442.4K2026-10-28
Clear Trail Advisors, LLC
DECREASED48,47649,121-645-1%$3.8M$4.2M+$340.2K2026-10-20
Heritage Investors Management Corp
DECREASED48,35657,741-9,385-16%$4.5K$4.2K-$3442026-10-29
Somerset Trust Co
DECREASED48,24948,273-240%$3.8M$4.2M+$387.0K2026-10-13
Autumn Glory Partners, LLC
INCREASED48,05048,026+24+0%$3.8M$4.1M+$389.2K2026-10-26
AGF Management LTD
INCREASED47,9133,983+43,930+1103%$311.6K$4.1M+$3.8M2026-11-03
Hanson & Doremus Investment Management
DECREASED47,73648,578-842-2%$3.8K$4.1K+$3192026-10-16
Larson Financial Group LLC
INCREASED47,64342,547+5,096+12%$3.3M$4.1M+$782.7K2026-11-05
Hamilton Point Investment Advisors, LLC
INCREASED47,10946,945+164+0%$3.7M$4.1M+$392.6K2026-11-03
JGP Wealth Management, LLC
DECREASED46,70846,750-420%$3.7M$4.0M+$373.2K2026-10-13
Lanark Financial, Inc.
DECREASED45,42347,565-2,142-4%$3.7M$3.9M+$198.5K2026-10-26
Avidian Wealth Enterprises, LLC
DECREASED45,33852,708-7,370-14%$4.1M$3.9M-$211.2K2026-10-08
Machina Capital S.A.S.
NEW45,239—+45,239——$3.9M—2026-11-05
Robinson Value Management, Ltd.
DECREASED45,20851,525-6,317-12%$4.0M$3.9M-$129.8K2026-10-20
Trilogy Capital Inc.
INCREASED45,02941,322+3,707+9%$3.2M$3.9M+$652.9K2026-10-20
Sivik Global Healthcare LLC
NEW45,000—+45,000——$3.9M—2026-10-13
Decker Wealth Management LLC
INCREASED44,30743,076+1,231+3%$3.4M$3.8M+$453.4K2026-10-09
Alps Advisors Inc
INCREASED43,96331,458+12,505+40%$2.5M$3.8M+$1.3M2026-11-03
BAR Harbor Wealth Management
DECREASED43,40244,254-852-2%$3.5M$3.7M+$283.2K2026-10-21
First Pacific Financial
INCREASED43,21442,850+364+1%$3.4M$3.7M+$376.8K2026-10-14
Spring Capital Management, LLC
INCREASED42,91542,477+438+1%$3.3M$3.7M+$380.2K2026-10-09
Hengehold Capital Management LLC
INCREASED42,76842,035+733+2%$3.3M$3.7M+$402.1K2026-10-16
ASO Group Ltd
UNCHANGED41,91441,91400%$3.3K$3.6K+$3382026-11-05
First National Trust Co
DECREASED41,80542,902-1,097-3%$3.4M$3.6M+$251.1K2026-10-28
Portside Wealth Group, LLC
INCREASED41,54538,323+3,222+8%$3.0M$3.6M+$586.9K2026-10-20
GAM Holding AG
DECREASED41,25544,793-3,538-8%$3.5M$3.6M+$55.7K2026-11-03
J.W. Cole Advisors, Inc.
DECREASED41,24843,207-1,959-5%$3.4M$3.6M+$179.2K2026-11-05
Tctc Holdings, LLC
DECREASED41,18842,088-900-2%$3.3M$3.6M+$261.6K2026-11-02
Northcape Wealth Management, LLC
INCREASED41,00440,299+705+2%$3.2M$3.5M+$385.6K2026-11-04
Praxis Investment Management Inc
INCREASED40,84837,569+3,279+9%$2.9K$3.5K+$5862026-11-03
GC Wealth Management RIA, LLC
INCREASED40,77734,679+6,098+18%$2.7M$3.5M+$805.7K2026-11-02
Elevation Point Wealth Partners, LLC
DECREASED40,74567,499-26,754-40%$5.3M$3.5M-$1.8M2026-11-05
Dmkc Advisory Services, LLC
INCREASED40,54537,496+3,049+8%$2.9M$3.5M+$565.3K2026-11-04
Simon Quick Advisors, LLC
DECREASED40,45644,368-3,912-9%$3.5M$3.5M+$20.0K2026-10-26
Brighton Jones LLC
INCREASED40,42521,632+18,793+87%$1.7M$3.5M+$1.8M2026-11-03
Bochk Asset Management Ltd
NEW40,000—+40,000——$3.5M—2026-10-29
Arnhold LLC
UNCHANGED39,81939,81900%$3.1M$3.4M+$320.9K2026-10-26
Cullinan Associates Inc
DECREASED39,75343,157-3,404-8%$3.4M$3.4M+$54.1K2026-11-03
Oak Asset Management, LLC
DECREASED39,47040,265-795-2%$3.1M$3.4M+$255.9K2026-10-13
North Dakota State Investment Board
INCREASED39,28638,133+1,153+3%$3.0M$3.4M+$406.8K2026-10-27
Argyle Capital Management, LLC
INCREASED39,21539,190+25+0%$3.1M$3.4M+$318.0K2026-10-28
Robeco Schweiz AG
UNCHANGED39,19939,19900%$3.1M$3.4M+$315.9K2026-10-23
Courier Capital LLC
INCREASED39,03038,779+251+1%$3.0M$3.4M+$334.2K2026-10-19
Ashton Thomas Private Wealth, LLC
INCREASED39,01333,585+5,428+16%$2.6M$3.4M+$739.0K2026-11-03
Augustine Asset Management Inc
INCREASED38,89038,644+246+1%$3.0M$3.4M+$332.7K2026-10-13
Barnes Dennig Private Wealth Management LLC
DECREASED38,77839,021-243-1%$3.1M$3.3M+$293.5K2026-10-30
LaFleur & Godfrey LLC
DECREASED38,24643,028-4,782-11%$3.4M$3.3M-$65.8K2026-10-27
First Financial Bank - Trust Division
INCREASED37,19735,657+1,540+4%$2.8M$3.2M+$420.3K2026-10-01
Knights of Columbus Asset Advisors LLC
NEW36,766—+36,766——$3.2M—2026-11-05
Bahl & Gaynor LLC
INCREASED36,64736,082+565+2%$2.8M$3.2M+$339.6K2026-11-05
Gold Investment Management Ltd.
INCREASED36,49633,370+3,126+9%$2.6M$3.1M+$538.7K2026-10-19
Community Trust & Investment Co
DECREASED36,43238,403-1,971-5%$3.0M$3.1M+$139.5K2026-10-15
Leelyn Smith, LLC
INCREASED36,20534,849+1,356+4%$2.7M$3.1M+$397.9K2026-11-03
Financial Advisory Partners, LLC
DECREASED36,01336,159-1460%$2.8M$3.1M+$278.8K2026-10-23
First Bank & Trust
INCREASED35,84824,967+10,881+44%$2.0M$3.1M+$1.1M2026-10-19
Virginia Wealth Management Group, Inc.
INCREASED35,39834,859+539+2%$2.7M$3.1M+$327.5K2026-10-14
Corbyn Investment Management Inc
DECREASED35,37436,343-969-3%$2.8M$3.1M+$209.3K2026-10-30
Verdence Capital Advisors LLC
INCREASED35,24332,300+2,943+9%$2.5M$3.0M+$514.3K2026-10-26
GF Fund Management Co. Ltd.
UNCHANGED35,12035,12000%$2.7M$3.0M+$283.1K2026-10-26
Assenagon Asset Management S.A.
INCREASED35,04733,621+1,426+4%$2.6M$3.0M+$394.0K2026-10-15
MH & Associates Securities Management Corp
INCREASED35,00434,854+150+0%$2.7M$3.0M+$293.9K2026-10-30
Uncommon Cents Investing Inc
DECREASED34,95335,093-1400%$2.7M$3.0M+$270.8K2026-10-20
Franklin Street Advisors Inc
DECREASED34,91737,099-2,182-6%$2.9M$3.0M+$110.7K2026-10-13
Signet Investment Advisory Group, Inc.
INCREASED34,82833,471+1,357+4%$2.6M$3.0M+$386.9K2026-10-30
Oarsman Capital, Inc.
DECREASED34,49334,779-286-1%$2.7M$3.0M+$255.6K2026-11-05
Focus Financial Network, Inc.
INCREASED34,23530,863+3,372+11%$2.4M$3.0M+$539.7K2026-10-14
Gamma Investing LLC
INCREASED34,10129,091+5,010+17%$2.3M$2.9M+$666.8K2026-10-08
Catalyst Capital Advisors LLC
INCREASED34,06030,550+3,510+11%$2.4M$2.9M+$549.1K2026-11-02
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
INCREASED33,69114,774+18,917+128%$1.2M$2.9M+$1.8M2026-10-22
NTV Asset Management LLC
INCREASED33,44833,176+272+1%$2.6M$2.9M+$290.9K2026-10-23
King Luther Capital Management Corp
INCREASED33,29832,557+741+2%$2.5M$2.9M+$326.4K2026-11-05
Welch & Forbes LLC
DECREASED33,10834,073-965-3%$2.7M$2.9M+$191.4K2026-11-04
CGN Advisors LLC
DECREASED32,32437,825-5,501-15%$3.0M$2.8M-$169.8K2026-10-21
A. D. Beadell Investment Counsel, Inc.
DECREASED32,03533,630-1,595-5%$2.6K$2.8K+$1342026-10-14
Chicago Partners Investment Group LLC
INCREASED31,97920,060+11,919+59%$1.6M$3.1M+$1.4M2026-10-27
Trust Co of Toledo NA
DECREASED31,83032,025-195-1%$2.5M$2.7M+$241.3K2026-10-16
Fulton Bank, N.A.
INCREASED31,81729,675+2,142+7%$2.3M$2.7M+$424.0K2026-10-14
Sigma Planning Corp
DECREASED31,57036,376-4,806-13%$2.8M$2.7M-$122.1K2026-10-23
Trust Co of Vermont
DECREASED31,39334,434-3,041-9%$2.7M$2.7M+$15.1K2026-10-21
Chicago Capital, LLC
INCREASED31,21931,078+141+0%$2.4M$2.7M+$262.7K2026-10-13
Prospera Financial Services Inc
DECREASED30,77732,791-2,014-6%$2.6M$3.0M+$406.9K2026-11-04
Norden Group LLC
INCREASED30,74827,328+3,420+13%$2.1M$2.7M+$515.3K2026-10-20
Raleigh Capital Management Inc.
INCREASED30,64530,084+561+2%$2.4M$2.6M+$290.9K2026-10-28
Platform Technology Partners
INCREASED30,58729,485+1,102+4%$2.3M$2.6M+$332.8K2026-11-02
Dynamic Advisor Solutions LLC
INCREASED30,41827,591+2,827+10%$2.2M$2.6M+$466.3K2026-10-13
Cypress Capital, LLC
INCREASED30,25829,337+921+3%$2.3M$2.6M+$315.9K2026-10-20
Marks Group Wealth Management, Inc
DECREASED30,06332,980-2,917-9%$2.6M$2.6M+$14.1K2026-11-05
Lineweaver Wealth Advisors, LLC
INCREASED30,05328,604+1,449+5%$2.2M$2.6M+$355.6K2026-10-13
Romano Brothers and Company
DECREASED30,03030,757-727-2%$2.4M$2.6M+$185.2K2026-10-22
Granite Group Advisors, LLC
DECREASED29,94634,798-4,852-14%$2.7M$2.6M-$138.2K2026-10-14
Carolina Wealth Advisors, LLC
INCREASED29,88829,796+92+0%$2.3M$2.6M+$248.1K2026-10-23
Great Lakes Retirement, Inc.
INCREASED29,81229,213+599+2%$2.3M$2.6M+$308.5K2026-10-26
Strengthening Families & Communities, LLC
INCREASED29,55926,749+2,810+11%$2.1M$2.6M+$458.1K2026-10-21
Axxion S.A.
INCREASED29,43912,346+17,093+138%$965.8K$2.5M+$1.6M2026-10-22
Appleton Partners Inc
DECREASED29,34831,102-1,754-6%$2.4K$2.5K+$992026-10-30
Ridgewood Investments LLC
UNCHANGED29,27129,27100%$2.3M$2.5M+$235.9K2026-10-05
Investment House LLC
DECREASED28,80033,100-4,300-13%$2.6M$2.5M-$104.3K2026-10-21
Florida Trust Wealth Management Co
DECREASED28,43035,841-7,411-21%$2.8M$2.5M-$350.6K2026-11-05
Ritholtz Wealth Management
INCREASED28,42921,471+6,958+32%$1.7M$2.5M+$773.5K2026-11-05
First Citizens Bank & Trust Co
INCREASED28,38723,081+5,306+23%$1.8M$2.4M+$643.9K2026-10-14
Masterinvest Kapitalanlage GmbH
UNCHANGED28,32228,32200%$2.2M$2.4M+$228.3K2026-11-03
Hennion & Walsh Asset Management, Inc.
DECREASED28,00428,669-665-2%$2.2M$2.4M+$173.7K2026-10-13
LS Investment Advisors, LLC
INCREASED27,73518,240+9,495+52%$1.4M$2.4M+$966.3K2026-10-13
Fiduciary Alliance LLC
INCREASED27,5107,309+20,201+276%$571.8K$2.4M+$1.8M2026-10-13
Cohen Capital Management, Inc.
UNCHANGED27,10227,10200%$2.1M$2.3M+$218.4K2026-10-14
Oakmont Investment Advisors, Inc.
INCREASED26,94126,858+83+0%$2.1M$2.3M+$223.6K2026-10-21
Meridian Investment Counsel Inc.
DECREASED26,52626,711-185-1%$2.1M$2.3M+$199.3K2026-10-14
Petredis Investment Advisors LLC
INCREASED26,36926,255+114+0%$2.1M$2.3M+$221.5K2026-10-20
Intact Investment Management Inc.
INCREASED26,04014,640+11,400+78%$1.1M$2.2M+$1.1M2026-11-03
Revisor Wealth Management LLC
DECREASED25,73426,224-490-2%$2.1M$2.3M+$280.7K2026-10-20
Sterling Capital Management LLC
INCREASED25,71525,030+685+3%$2.0M$2.2M+$260.9K2026-10-22
Parsons Capital Management Inc
DECREASED25,56525,990-425-2%$2.0M$2.2M+$172.8K2026-10-28
AlphaCore Capital LLC
INCREASED25,33021,126+4,204+20%$1.7M$2.2M+$550.9K2026-11-04
Convergence Investment Partners, LLC
DECREASED25,28525,339-540%$2.0M$2.2M+$199.6K2026-10-28
Cascade Investment Advisors, Inc.
DECREASED25,28426,244-960-4%$2.1M$2.2M+$128.7K2026-11-02
Krilogy Financial LLC
INCREASED25,22617,986+7,240+40%$1.4M$2.3M+$912.0K2026-10-13
Regions Financial Corp
DECREASED25,12425,340-216-1%$2.0M$2.2M+$185.6K2026-11-05
Regatta Capital Group, LLC
INCREASED24,54223,420+1,122+5%$1.8M$2.1M+$285.6K2026-10-23
Allen Wealth Management, LLC
INCREASED24,47421,855+2,619+12%$1.7M$2.1M+$402.1K2026-10-29
Jnba Financial Advisors
DECREASED24,41027,701-3,291-12%$2.2M$2.1M-$60.7K2026-11-03
Trust Investment Advisors
NEW24,319—+24,319——$2.1M—2026-10-20
Legacy Wealth Asset Management, LLC
INCREASED24,31023,784+526+2%$1.9M$2.1M+$237.1K2026-10-09
Center for Wealth Management Advisory
INCREASED24,00123,156+845+4%$1.8M$2.1M+$259.6K2026-10-23
Synergy Asset Management, LLC
DECREASED23,86332,771-8,908-27%$2.6M$2.1M-$504.5K2026-11-05
HF Advisory Group, LLC
INCREASED23,57722,412+1,165+5%$1.8M$2.0M+$281.1K2026-10-09
Crestwood Advisors Group, LLC
INCREASED23,56118,296+5,265+29%$1.4M$2.0M+$601.8K2026-10-27
Lighthouse Financial Services Inc
DECREASED23,39723,827-430-2%$1.9M$2.0M+$131.8K2026-11-02
Philadelphia Trust Co
DECREASED23,32723,367-400%$1.8K$2.0K+$1852026-11-05
Ascent Group, LLC
INCREASED23,22019,265+3,955+21%$1.5M$2.0M+$496.6K2026-10-30
Delta Capital Management LLC
INCREASED22,83522,275+560+3%$1.7K$2.0K+$2272026-10-16
OpenArc Corporate Advisory, LLC
INCREASED22,77721,519+1,258+6%$1.7M$2.0M+$282.0K2026-10-21
Community Bank & Trust, Waco, Texas
INCREASED22,35421,769+585+3%$1.7K$1.9K+$2262026-10-19
Boston Trust Walden Corp
DECREASED22,31223,101-789-3%$1.8M$1.9M+$118.1K2026-10-30
Parr Mcknight Wealth Management Group, LLC
DECREASED22,12123,163-1,042-4%$1.8M$1.9M+$96.7K2026-10-30
Sawyer & Company, Inc
DECREASED21,75022,195-445-2%$1.7M$1.9M+$140.5K2026-10-21
Eastern Bank
INCREASED21,61020,997+613+3%$1.6M$1.9M+$222.2K2026-10-05
Rudd Co d/b/a Styre Wealth
NEW21,078—+21,078——$2.0M—2026-10-29
Parallel Advisors, LLC
INCREASED20,90019,868+1,032+5%$1.6M$1.8M+$249.1K2026-11-03
Highland Capital Management, LLC
DECREASED20,85322,239-1,386-6%$1.7M$1.8M+$59.7K2026-10-26
Ballast, Inc.
INCREASED20,83220,259+573+3%$1.6M$1.8M+$212.7K2026-10-20
Brian LOW Financial Group, LLC
INCREASED20,82519,833+992+5%$1.6M$1.8M+$245.5K2026-10-28
Three Bridge Wealth Advisors, LLC
INCREASED20,78519,859+926+5%$1.6M$1.8M+$240.6K2026-11-05
Procyon Advisors, LLC
DECREASED20,63222,536-1,904-8%$1.8M$1.8M+$17.4K2026-10-21
Redmond Asset Management, LLC
INCREASED20,3785,186+15,192+293%$405.7K$1.8M+$1.4M2026-10-27
Donoghue Forlines LLC
DECREASED20,30321,565-1,262-6%$1.7M$1.8M+$64.9K2026-11-02
BayBridge Capital Group, LLC
DECREASED20,00120,430-429-2%$1.6M$1.7M+$127.6K2026-10-13
Nicholas Hoffman & Company, Llc.
DECREASED19,58719,853-266-1%$1.6M$1.7M+$137.1K2026-10-30
SS&H Financial Advisors, Inc.
DECREASED19,57119,871-300-2%$1.6K$1.7K+$1342026-10-28
Yankcom Partnership
DECREASED19,51119,566-550%$1.5M$1.7M+$153.0K2026-10-15
Axxcess Wealth Management, LLC
DECREASED19,34720,125-778-4%$1.6M$1.7M+$95.1K2026-10-21
Daymark Wealth Partners, LLC
INCREASED19,27118,109+1,162+6%$1.4M$1.7M+$246.2K2026-11-04
HBW Advisory Services LLC
DECREASED19,00923,907-4,898-20%$1.9M$1.6M-$230.0K2026-10-15
Quadcap Wealth Management, LLC
DECREASED18,91419,409-495-3%$1.5M$1.6M+$113.7K2026-11-02
Jacobi Capital Management LLC
DECREASED18,59318,807-214-1%$1.5M$1.6M+$133.1K2026-11-05
Aaron Wealth Advisors LLC
INCREASED18,53712,224+6,313+52%$956.3K$1.6M+$643.3K2026-10-13
Valeo Financial Advisors, LLC
INCREASED18,43916,563+1,876+11%$1.3M$1.6M+$291.2K2026-10-08
Meyer Handelman Co
DECREASED18,23720,924-2,687-13%$1.6M$1.6M-$63.2K2026-10-28
Fifth Third Wealth Advisors LLC
DECREASED18,04719,936-1,889-9%$1.6M$1.6M-$2.3K2026-10-22
Simplicity Wealth,LLC
INCREASED17,79116,716+1,075+6%$1.3M$1.5M+$227.5K2026-10-23
Davis Capital Management
DECREASED17,78117,909-128-1%$1.4M$1.5M+$133.3K2026-10-08
Perigon Wealth Management, LLC
INCREASED17,63516,891+744+4%$1.3M$1.5M+$200.4K2026-10-22
Sculati Wealth Management, LLC
INCREASED17,51617,321+195+1%$1.4M$1.6M+$169.1K2026-10-19
DCF Advisers, LLC
INCREASED17,5003,000+14,500+483%$234.7K$1.5M+$1.3M2026-11-04
Total Wealth Planning & Management, Inc.
NEW17,357—+17,357——$1.5M—2026-10-23
Provident Investment Management, Inc.
INCREASED17,17514,780+2,395+16%$1.2M$1.5M+$325.8K2026-10-23
Capital Investment Advisory Services, LLC
INCREASED17,10715,443+1,664+11%$1.2M$1.5M+$274.9K2026-10-30
MV Capital Management, Inc.
INCREASED17,04815,592+1,456+9%$1.2M$1.5M+$251.3K2026-10-29
Lynch & Associates
INCREASED16,80613,670+3,136+23%$1.1M$1.5M+$380.8K2026-10-13
Valtinson Bruner Financial Planning LLC
INCREASED16,66216,522+140+1%$1.3M$1.4M+$145.2K2026-11-02
Laurel Wealth Advisors LLC
INCREASED16,59714,038+2,559+18%$1.1M$1.4M+$334.0K2026-10-27
ICW Investment Advisors LLC
DECREASED16,57216,972-400-2%$1.3M$1.4M+$102.3K2026-10-27
Waterway Wealth Management, LLC
INCREASED16,39115,759+632+4%$1.2M$1.4M+$181.6K2026-10-28
Studio Investment Management LLC
DECREASED16,26916,289-200%$1.3M$1.4M+$129.7K2026-10-22
Hilltop National Bank
DECREASED16,01516,452-437-3%$1.3M$1.4M+$94.9K2026-10-14
Ascentis Independent Advisors
INCREASED15,895803+15,092+1879%$62.8K$1.4M+$1.3M2026-11-03
Caitong International Asset Management Co., Ltd
NEW15,760—+15,760——$1.4M—2026-10-29
Partnership Wealth Management, LLC
DECREASED15,70816,195-487-3%$1.3M$1.4M+$88.5K2026-10-05
Epiq Partners, LLC
INCREASED15,66211,153+4,509+40%$872.5K$1.4M+$479.0K2026-10-07
Harrington Investments, Inc
DECREASED15,59015,698-108-1%$1.2M$1.3M+$117.2K2026-10-14
O'Keefe Stevens Advisory, Inc.
INCREASED15,56713,724+1,843+13%$1.1M$1.3M+$269.7K2026-10-09
Kentucky Trust Co
INCREASED15,46615,411+55+0%$1.2M$1.3M+$129.0K2026-10-15
Avior Wealth Management, LLC
DECREASED15,29116,127-836-5%$1.3M$1.3M+$57.8K2026-10-13
RFG Advisory, LLC
DECREASED15,18215,408-226-1%$1.2M$1.3M+$104.6K2026-11-03
Aprio Wealth Management, LLC
INCREASED15,14314,622+521+4%$1.1M$1.3M+$162.8K2026-10-28
Journey Retirement Planning & Investment Management LLC
INCREASED15,09213,230+1,862+14%$1.0M$1.3M+$267.4K2026-10-09
Benin Management Corp
UNCHANGED14,87414,87400%$1.2M$1.3M+$119.9K2026-10-22
Sagespring Wealth Partners, LLC
INCREASED14,86611,922+2,944+25%$932.7K$1.3M+$350.1K2026-10-22
Richards, Merrill & Peterson, Inc.
DECREASED14,79715,181-384-3%$1.2M$1.3M+$89.3K2026-10-19
NBT Bank, N.A.
DECREASED14,75915,421-662-4%$1.2M$1.3M+$67.2K2026-10-21
Signaturefd, LLC
INCREASED14,63013,268+1,362+10%$1.0M$1.3M+$224.5K2026-10-23
Alliance Wealth Advisors, LLC
DECREASED14,56615,173-607-4%$1.2M$1.3M+$70.0K2026-10-28
LifePlan Financial, LLC
DECREASED14,45121,005-6,554-31%$1.6M$1.3M-$375.1K2026-10-13
Trust Asset Management LLC
UNCHANGED14,37814,37800%$1.1M$1.2M+$115.9K2026-11-03
St. Clair Advisors, LLC
INCREASED14,26914,219+50+0%$1.1M$1.2M+$118.9K2026-10-13
Venture Visionary Partners LLC
INCREASED14,24114,221+20+0%$1.1M$1.2M+$116.3K2026-10-07
Independent Financial Group, LLC
INCREASED14,23313,392+841+6%$1.0M$1.2M+$180.5K2026-10-13
Waycross Investment Management Co
DECREASED14,16014,179-190%$1.1M$1.2M+$112.6K2026-10-14
CrossGen Wealth, LLC
INCREASED14,14413,535+609+5%$1.1M$1.2M+$161.7K2026-10-30
Perpetual Ltd
DECREASED13,99614,461-465-3%$1.1M$1.2M+$76.4K2026-10-13
Cypress Asset Management Inc
DECREASED13,94316,160-2,217-14%$1.3M$1.2M-$61.1K2026-10-09
Profund Advisors LLC
DECREASED13,89714,301-404-3%$1.1M$1.2M+$80.4K2026-10-29
Gateway Investment Advisers LLC
INCREASED13,8868,546+5,340+62%$668.6K$1.2M+$529.6K2026-10-13
Lederer & Associates Investment Counsel
DECREASED13,76413,833-690%$1.1K$1.2K+$1062026-10-23
Archer Investment Corp
INCREASED13,70313,303+400+3%$1.0M$1.2M+$141.8K2026-11-05
Guidance Capital, Inc
INCREASED13,70013,420+280+2%$1.1M$1.4M+$238.9K2026-11-03
Sentry LLC
UNCHANGED13,60413,60400%$1.1M$1.2M+$109.6K2026-10-30
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED13,5725,528+8,044+146%$432.5K$1.2M+$738.7K2026-10-27
HUB Investment Partners, LLC
INCREASED13,56612,281+1,285+10%$960.8K$1.2M+$209.9K2026-11-03
Hedges Asset Management LLC
DECREASED13,55014,050-500-4%$1.1M$1.2M+$70.1K2026-10-29
Delta Financial Advisors LLC
INCREASED13,54513,415+130+1%$1.0M$1.2M+$119.3K2026-10-27
Tower Trust & Investment Co
INCREASED13,53513,011+524+4%$1.0M$1.2M+$150.2K2026-10-28
Csenge Advisory Group
DECREASED13,46514,211-746-5%$1.1M$1.2M+$50.2K2026-11-04
Miramontes Capital, LLC
INCREASED13,42212,688+734+6%$992.6K$1.2M+$165.6K2026-10-19
Citizens National Bank Trust Department
DECREASED13,31313,458-145-1%$1.1M$1.1M+$96.0K2026-11-04
Beacon Financial Advisory LLC
INCREASED13,2779,721+3,556+37%$760.5K$1.1M+$385.2K2026-10-16
AdvisorNet Financial, Inc
DECREASED13,23815,320-2,082-14%$1.2M$1.2M+$48.9K2026-10-15
Pflug Koory, LLC
UNCHANGED13,19013,19000%$1.0M$1.1M+$106.3K2026-10-26
Cidel Asset Management Inc
INCREASED13,16112,452+709+6%$974.1K$1.1M+$161.5K2026-10-29
Tectonic Advisors LLC
DECREASED13,15313,456-303-2%$1.1M$1.1M+$82.3K2026-10-22
Iowa State Bank
DECREASED13,12813,857-729-5%$1.1M$1.1M+$48.8K2026-10-06
Outfitters Financial LLC
DECREASED12,98513,045-600%$1.0M$1.1M+$100.0K2026-10-23
KCM Investment Advisors LLC
DECREASED12,80114,031-1,230-9%$1.1M$1.1M+$7.0K2026-10-27
Vaughan David Investments LLC
DECREASED12,790416,412-403,622-97%$32.6K$1.1K-$31.5K2026-11-05
American State Bank (Iowa)
INCREASED12,78012,100+680+6%$946.6K$1.1M+$156.2K2026-11-03
Chilton Capital Management LLC
INCREASED12,68812,480+208+2%$976.4K$1.1M+$118.5K2026-10-28
Cove Private Wealth, LLC
INCREASED12,68012,674+6+0%$991.5K$1.1M+$102.7K2026-10-28
Balefire, LLC
INCREASED12,63612,614+22+0%$986.8K$1.1M+$103.6K2026-10-09
Gibbs Wealth Management
INCREASED12,63010,692+1,938+18%$836.4K$1.1M+$253.4K2026-10-22
Moody National Bank Trust Division
INCREASED12,61110,919+1,692+16%$854.2K$1.1M+$234.0K2026-10-06
Great Waters Wealth Management
DECREASED12,57113,487-916-7%$1.1M$1.1M+$29.7K2026-10-07
Persium Advisors, LLC
INCREASED12,51511,767+748+6%$920.5K$1.1M+$159.4K2026-10-07
Conning Inc.
DECREASED12,50413,697-1,193-9%$1.1M$1.1M+$7.5K2026-10-27
Paragon Private Wealth Management, LLC
INCREASED12,49711,039+1,458+13%$863.6K$1.1M+$214.8K2026-10-20
Ticino Wealth
DECREASED12,45913,345-886-7%$1.0M$1.1M+$31.1K2026-10-13
Leisure Capital Management
INCREASED12,45112,189+262+2%$953.5K$1.1M+$120.9K2026-11-03
Wedmont Private Capital
INCREASED12,4235,701+6,722+118%$478.1K$1.1M+$612.0K2026-10-09
Alexander Randolph Advisory, Inc.
UNCHANGED12,35012,35000%$966.1K$1.1M+$99.5K2026-11-04
Investors Research Corp
DECREASED12,31512,688-373-3%$992.6K$1.1M+$70.1K2026-10-07
Turtle Creek Wealth Advisors, LLC
DECREASED12,30312,702-399-3%$996.9K$1.1M+$64.8K2026-10-15
M Holdings Securities, Inc.
INCREASED12,25512,205+50+0%$980$1.1K+$1032026-11-03
Worth Asset Management, LLC
NEW12,237—+12,237——$1.1M—2026-10-07
Calamos Wealth Management LLC
INCREASED12,09511,080+1,015+9%$866.8K$1.0M+$176.9K2026-11-02
Cigna Investments Inc
UNCHANGED12,06212,06200%$944$1.0K+$972026-10-19
Meriwether Wealth & Planning, LLC
DECREASED11,89212,444-552-4%$973.5K$1.0M+$52.7K2026-10-13
Probity Advisors, Inc.
DECREASED11,88212,015-133-1%$940.0K$1.0M+$85.4K2026-10-23
Phillip James Consulting Co.
INCREASED11,8289,683+2,145+22%$757.5K$1.0M+$263.1K2026-11-03
Greenleaf Trust
INCREASED11,75811,178+580+5%$874.5K$1.0M+$140.1K2026-10-29
Canandaigua National Bank & Trust Co
DECREASED11,64211,842-200-2%$926.4K$1.0M+$78.2K2026-10-07
Certuity, LLC
INCREASED11,6405,354+6,286+117%$418.8K$1.0M+$585.6K2026-11-02
Marathon Capital Management
INCREASED11,53411,357+177+2%$888.4K$995.3K+$106.8K2026-10-23
Sunpointe, LLC
INCREASED11,5153,831+7,684+201%$299.7K$993.6K+$693.9K2026-10-22
Corundum Group, Inc.
INCREASED11,45910,694+765+7%$836.6K$988.8K+$152.2K2026-10-28
Intrua Financial, LLC
INCREASED11,35411,117+237+2%$869.7K$979.7K+$110.0K2026-10-28
Sky Investment Group LLC
NEW11,341—+11,341——$978.6K—2026-10-30
Sawgrass Asset Management LLC
DECREASED11,30412,113-809-7%$947.6K$975.4K+$27.8K2026-11-03
Paladin Wealth, LLC
INCREASED11,22510,485+740+7%$820.2K$968.6K+$148.3K2026-10-23
Accurate Wealth Management, LLC
INCREASED11,1958,423+2,772+33%$706.3K$1.0M+$334.8K2026-10-20
Compound Planning, Inc.
INCREASED11,1938,150+3,043+37%$637.6K$965.8K+$328.3K2026-11-05
EverSource Wealth Advisors, LLC
INCREASED11,1727,246+3,926+54%$566.9K$964.1K+$397.3K2026-11-04
Wesbanco Bank Inc
DECREASED11,15913,176-2,017-15%$1.0M$962.9K-$67.9K2026-11-04
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED11,10011,10000%$868.4K$868.4K$02026-10-15
Quadrant Capital Group LLC
INCREASED11,0635,293+5,770+109%$414.1K$1.0M+$614.9K2026-10-20
City Holding Co
DECREASED11,04712,069-1,022-8%$944.0K$953.2K+$9.2K2026-10-19
Wealthcare Advisory Partners LLC
INCREASED11,0379,396+1,641+17%$735.1K$952.4K+$217.3K2026-10-21
XML Financial, LLC
DECREASED10,97914,806-3,827-26%$1.2M$947.4K-$210.9K2026-10-29
CFS Investment Advisory Services, LLC
INCREASED10,90910,277+632+6%$854.9K$950.1K+$95.1K2026-10-19
Lakeside Advisors, Inc.
DECREASED10,90511,568-663-6%$904.9K$941.0K+$36.1K2026-10-20
Alkeme Wealth, LLC
DECREASED10,90411,607-703-6%$908.0K$940.9K+$32.9K2026-10-08
Meridian Wealth Management, LLC
DECREASED10,80510,891-86-1%$852.0K$932.4K+$80.4K2026-11-05
Legacy Capital Wealth Partners, LLC
DECREASED10,74010,767-270%$842.3K$926.7K+$84.5K2026-10-21
Beacon Financial Group
DECREASED10,73512,456-1,721-14%$974.4K$926.3K-$48.1K2026-10-19
Moneco Advisors, LLC
INCREASED10,72710,438+289+3%$816.6K$925.6K+$109.0K2026-11-05
CX Institutional
DECREASED10,70797,525-86,818-89%$7.6K$924-$6.7K2026-10-02
Salvus Wealth Management, LLC
DECREASED10,68710,697-100%$836.8K$922.2K+$85.4K2026-10-13
Private Trust Co NA
DECREASED10,68210,849-167-2%$848.7K$921.8K+$73.0K2026-10-20
High Net Worth Advisory Group LLC
UNCHANGED10,67610,67600%$835.2K$921.3K+$86.1K2026-10-26
B. Riley Wealth Advisors, Inc.
INCREASED10,6708,839+1,831+21%$715.3K$920.7K+$205.4K2026-10-13
Unique Wealth Strategies, LLC
UNCHANGED10,66310,66300%$834.2K$834.2K$02026-10-13
Grove Bank & Trust
INCREASED10,56410,440+124+1%$816.7K$911.6K+$94.8K2026-10-08
Cornerstone Wealth Management, LLC
DECREASED10,45415,935-5,481-34%$1.2M$902.0K-$344.5K2026-11-04
Waters Parkerson & Co., LLC
INCREASED10,4007,390+3,010+41%$578.1K$897.4K+$319.3K2026-11-04
Capital Investment Advisors, LLC
INCREASED10,30310,136+167+2%$792.9K$889.0K+$96.1K2026-10-22
Resonant Capital Advisors, LLC
DECREASED10,25931,422-21,163-67%$2.5M$892.6K-$1.6M2026-10-15
Davis Investment Partners, LLC
INCREASED10,2548,652+1,602+19%$676.8K$884.8K+$208.0K2026-11-05
Frank, Rimerman Advisors LLC
INCREASED10,2459,725+520+5%$760.8K$884.0K+$123.3K2026-10-16
TSP Capital Management Group, LLC
UNCHANGED10,20010,20000%$797.9K$880.2K+$82.2K2026-10-15
Advisortrust Partners, LLC
DECREASED10,14010,875-735-7%$850.8K$875.0K+$24.2K2026-11-02
Philip James Wealth Mangement, LLC
NEW10,134—+10,134——$874.5K—2026-10-27
Lantern Wealth Advisors, LLC
INCREASED10,12910,127+2+0%$792.2K$874.0K+$81.8K2026-10-22
Milestone Asset Management, LLC
DECREASED10,12712,648-2,521-20%$989.5K$873.9K-$115.6K2026-10-15
Dudley Capital Management, LLC
DECREASED10,12410,324-200-2%$807.6K$873.6K+$66.0K2026-10-23
Rockland Trust Co
INCREASED10,1139,177+936+10%$717.9K$872.7K+$154.7K2026-10-05
Cordgrass Capital Advisors, LLC
INCREASED10,0429,971+71+1%$780.0K$866.5K+$86.5K2026-10-30
Eagle Harbor Asset Management Inc
DECREASED10,03310,501-468-4%$821.5K$865.7K+$44.3K2026-10-21
Bigelow Investment Advisors, LLC
DECREASED10,01110,654-643-6%$833.5K$863.8K+$30.4K2026-10-13
Altfest L J & Co Inc
INCREASED9,9899,804+185+2%$767.0K$862.0K+$95.0K2026-10-27
Diversified Management Inc
NEW9,977—+9,977——$860.9K—2026-10-08
180 Wealth Advisors, LLC
DECREASED9,9439,951-80%$778.5K$858.0K+$79.5K2026-11-03
Net Worth Advisory Group
INCREASED9,9247,428+2,496+34%$581.1K$857.8K+$276.7K2026-10-20
Agate Pass Investment Management, LLC
DECREASED9,91711,517-1,600-14%$901.0K$855.7K-$45.2K2026-10-20
Avantra Family Wealth, Inc.
DECREASED9,84310,067-224-2%$787.5K$849.3K+$61.8K2026-10-20
Royal Fund Management, LLC
DECREASED9,77529,927-20,152-67%$2.3M$843.5K-$1.5M2026-10-22
Convergence Financial, LLC
NEW9,769—+9,769——$843.0K—2026-10-27
Arlington Financial Advisors, LLC
NEW9,743—+9,743——$840.7K—2026-10-19
Vista Investment Partners LLC
INCREASED9,6319,623+8+0%$752.8K$831.1K+$78.2K2026-10-08
FDx Advisors, Inc.
INCREASED9,6259,509+116+1%$744$831+$872026-11-05
Kingswood Wealth Advisors, LLC
INCREASED9,6068,688+918+11%$679.7K$828.9K+$149.3K2026-10-23
Pekin Hardy Strauss, Inc.
DECREASED9,5939,872-279-3%$772.3K$827.8K+$55.5K2026-11-02
International Assets Investment Management, LLC
DECREASED9,54615,291-5,745-38%$1.2M$825.2K-$385.6K2026-11-02
Evergreen Capital Management LLC
INCREASED9,4818,756+725+8%$690.8K$824.9K+$134.1K2026-10-23
United Asset Strategies, Inc.
INCREASED9,4669,121+345+4%$713.5K$816.9K+$103.3K2026-10-28
Central Trust Co
DECREASED9,4419,634-193-2%$753.7K$814.7K+$61.0K2026-11-05
Bangor Savings Bank
INCREASED9,4389,254+184+2%$723.9K$814.4K+$90.5K2026-10-06
Curated Wealth Partners LLC
NEW9,369—+9,369——$808.5K—2026-10-15
Doliver Advisors, LP
DECREASED9,2939,428-135-1%$737.6K$801.9K+$64.3K2026-10-01
EPG Wealth Management LLC
INCREASED9,2839,202+81+1%$719.9K$801.1K+$81.2K2026-11-03
Investment Research Partners LLC
INCREASED9,2217,798+1,423+18%$610.0K$795.7K+$185.6K2026-10-19
Kennebec Savings Bank
INCREASED9,2019,091+110+1%$711.2K$794.0K+$82.8K2026-10-22
Visionary Horizons, LLC
DECREASED9,1559,777-622-6%$764.9K$790.0K+$25.1K2026-10-22
Montag A & Associates Inc
INCREASED9,1297,694+1,435+19%$607.4K$794.2K+$186.7K2026-10-29
LVM Capital Management LTD
DECREASED9,1219,745-624-6%$762$787.1K+$786.3K2026-10-20
Alta Advisers Ltd
INCREASED9,1134,985+4,128+83%$390.0K$786.4K+$396.4K2026-11-02
Live Oak Investment Partners
DECREASED9,1039,892-789-8%$773.9K$785.5K+$11.6K2026-10-23
Premier Path Wealth Partners, LLC
DECREASED9,07811,763-2,685-23%$920.2K$783.4K-$136.8K2026-10-16
Worth Financial Advisory Group, LLC
INCREASED9,0778,314+763+9%$650.4K$783.3K+$132.9K2026-10-19
Mesirow Financial Investment Management, Inc.
INCREASED9,0547,784+1,270+16%$609.0K$781.3K+$172.3K2026-11-05
Clark & Stuart, Inc
INCREASED9,0278,027+1,000+12%$633.7K$785.4K+$151.7K2026-10-14
Cerro Pacific Wealth Advisors LLC
DECREASED8,9449,264-320-3%$724.7K$771.8K+$47.1K2026-10-22
Neville Rodie & Shaw Inc
DECREASED8,9149,164-250-3%$717$769+$522026-10-05
Howard Capital Management, LLC
DECREASED8,8838,981-98-1%$702.6K$766.5K+$63.9K2026-10-16
New Hampshire Trust
DECREASED8,8259,579-754-8%$749.4K$761.5K+$12.1K2026-10-20
Willow Creek Capital Management, Inc.
UNCHANGED8,8248,82400%$690.3K$690.3K$02026-10-16
Michels Family Financial, LLC
DECREASED8,8138,907-94-1%$696.8K$760.5K+$63.7K2026-11-02
Uhlmann Price Securities, LLC
INCREASED8,7357,321+1,414+19%$572.7K$753.7K+$181.0K2026-11-03
Indivisible Partners
INCREASED8,7027,535+1,167+15%$589.4K$750.9K+$161.5K2026-10-26
Jones Kertz & Associates, Inc.
UNCHANGED8,6988,69800%$680.4K$750.6K+$70.1K2026-10-28
Kestra Investment Management, LLC
DECREASED8,6808,947-267-3%$699.9K$749.0K+$49.1K2026-11-04
Curbstone Financial Management Corp
UNCHANGED8,6508,65000%$676.7K$746.4K+$69.7K2026-10-21
Nations Financial Group Inc,
INCREASED8,6408,576+64+1%$670.9K$745.6K+$74.6K2026-11-05
Old National Bancorp
DECREASED8,6248,821-197-2%$690.1K$744.2K+$54.1K2026-10-20
Accredited Investors Inc.
INCREASED8,5647,770+794+10%$607.8K$739.0K+$131.2K2026-11-03
Malaga Cove Capital, LLC
DECREASED8,5288,730-202-2%$682.9K$735.9K+$52.9K2026-10-23
Cooper Financial Group
DECREASED8,4768,918-442-5%$697.6K$731.4K+$33.7K2026-10-07
Prime Capital Investment Advisors, LLC
DECREASED8,4028,470-68-1%$662.6K$725.0K+$62.4K2026-10-20
Biltmore Family Office, LLC
INCREASED8,3708,349+21+0%$659.2K$728.3K+$69.1K2026-11-03
United Community Bank
UNCHANGED8,3708,37000%$654.8K$722.2K+$67.5K2026-10-28
Sava Infond d.o.o.
UNCHANGED8,3508,35000%$653.2K$720.5K+$67.3K2026-10-28
Integrity Alliance, Llc.
INCREASED8,3167,388+928+13%$578.0K$717.7K+$139.7K2026-10-29
LVW Advisors, LLC
INCREASED8,3028,138+164+2%$636.6K$716.4K+$79.7K2026-10-19
Shrier Wealth Management, LLC
INCREASED8,2757,014+1,261+18%$548.7K$714.1K+$165.3K2026-10-20
V-Square Quantitative Management LLC
INCREASED8,2477,901+346+4%$618.1K$711.6K+$93.5K2026-10-15
Norway Savings Bank
INCREASED8,1856,869+1,316+19%$537.4K$706.3K+$168.9K2026-10-20
Whitener Capital Management, Inc.
DECREASED8,1829,904-1,722-17%$774.8K$706.0K-$68.8K2026-10-15
Inscription Capital, LLC
INCREASED8,1375,643+2,494+44%$441.4K$702.1K+$260.7K2026-11-02
Asset One Wealth Management LLC
INCREASED8,1173,277+4,840+148%$263.7K$700.4K+$436.7K2026-11-02
Sheets Smith Wealth Management
INCREASED8,1134,946+3,167+64%$386.9K$700.1K+$313.1K2026-10-16
Supplemental Annuity Collective Trust of NJ
DECREASED8,0998,235-136-2%$644.2K$698.9K+$54.6K2026-11-02
Flagship Harbor Advisors, LLC
DECREASED8,0909,191-1,101-12%$719.0K$698.1K-$20.9K2026-10-26
Cypress Wealth Services, LLC
DECREASED8,0428,124-82-1%$635.5K$700.4K+$64.8K2026-10-21
Sowell Financial Services LLC
DECREASED8,03710,128-2,091-21%$792.3K$693.5K-$98.8K2026-10-23
CMH Wealth Management LLC
DECREASED8,02813,818-5,790-42%$1.1M$698.8K-$392.2K2026-10-22
Parcion Private Wealth LLC
INCREASED7,9885,183+2,805+54%$405.4K$689.3K+$283.8K2026-10-28
Patten & Patten Inc
DECREASED7,9009,966-2,066-21%$779.6K$681.7K-$97.9K2026-10-26
Anchor Capital Advisors LLC
DECREASED7,8318,065-234-3%$630.9K$675.7K+$44.8K2026-11-05
Peoples Bank
DECREASED7,8098,142-333-4%$636.9K$673.8K+$36.9K2026-10-09
StoneX Group Inc.
INCREASED7,7925,709+2,083+36%$444.0K$678.1K+$234.0K2026-11-03
Nixon Peabody Trust Co
UNCHANGED7,7837,78300%$608.9K$671.6K+$62.7K2026-10-23
Advisor OS, LLC
DECREASED7,75610,316-2,560-25%$807.0K$669.2K-$137.8K2026-11-03
Huntleigh Advisors, Inc.
DECREASED7,7347,824-90-1%$612.1K$667.4K+$55.3K2026-11-03
Forza Wealth Management, LLC
INCREASED7,6936,687+1,006+15%$523.1K$663.8K+$140.7K2026-10-20
Cyndeo Wealth Partners, LLC
INCREASED7,6807,341+339+5%$574.3K$662.7K+$88.4K2026-10-16
Home Federal Bank of Tennessee
INCREASED7,6767,507+169+2%$587.3K$662.4K+$75.1K2026-10-15
Lecap Asset Management LTD
DECREASED7,60014,453-6,853-47%$1.1M$655.8K-$474.9K2026-10-27
1620 Investment Advisors, Inc.
INCREASED7,5877,464+123+2%$583.9K$654.6K+$70.7K2026-11-04
Bank of Stockton
DECREASED7,5218,601-1,080-13%$672.9K$649.0K-$23.9K2026-10-20
Lyell Wealth Management, LP
DECREASED7,5159,990-2,475-25%$781.5K$648.5K-$133.0K2026-10-30
Summit Global Investments
INCREASED7,5013,771+3,730+99%$295$647+$3522026-10-28
Global Trust Asset Management, LLC
INCREASED7,4877,456+31+0%$583.3K$646.1K+$62.8K2026-10-19
Global X Japan Co., Ltd.
INCREASED7,4767,197+279+4%$563.0K$645.1K+$82.1K2026-10-21
Trust Point Inc.
INCREASED7,4665,711+1,755+31%$446.8K$644.2K+$197.5K2026-10-27
Versant Capital Management, Inc
INCREASED7,4653,816+3,649+96%$298.5K$644.2K+$345.6K2026-10-02
Clear Harbor Asset Management, LLC
INCREASED7,4645,674+1,790+32%$443.9K$644.1K+$200.2K2026-11-05
USAdvisors Wealth Management, LLC
UNCHANGED7,4557,45500%$583$643+$602026-10-21
VestGen Advisors, LLC
DECREASED7,4428,872-1,430-16%$694.1K$642.2K-$51.9K2026-10-27
Balboa Wealth Partners
INCREASED7,4064,342+3,064+71%$339.6K$639.0K+$299.4K2026-10-20
Fiduciary Financial Group, LLC
INCREASED7,3947,073+321+5%$553.3K$638.0K+$84.7K2026-10-13
Clark Wealth Partners
DECREASED7,3498,533-1,184-14%$673.6K$639.4K-$34.2K2026-10-19
Saxon Interests, Inc.
DECREASED7,3128,543-1,231-14%$668.3K$631.0K-$37.4K2026-10-26
Long Road Investment Counsel, LLC
UNCHANGED7,3007,30000%$571.1K$629.9K+$58.8K2026-11-04
Marino, Stram & Associates LLC
INCREASED7,2966,113+1,183+19%$478.2K$629.6K+$151.4K2026-10-22
Pinnacle Wealth Planning Services, Inc.
INCREASED7,2836,514+769+12%$509.6K$628.5K+$118.9K2026-10-27
StrongBox Wealth, LLC
DECREASED7,2657,680-415-5%$600.8K$626.9K+$26.1K2026-11-02
MBL Wealth, LLC
NEW7,247—+7,247——$625.3K—2026-10-22
Lantz Financial LLC
DECREASED7,2297,267-38-1%$568.5K$623.8K+$55.3K2026-10-15
Essex Investment Management Co LLC
DECREASED7,2177,401-184-2%$579.0K$622.8K+$43.8K2026-10-19
Burney Co/
DECREASED7,1997,201-20%$563.3K$621.2K+$57.9K2026-10-15
Wealth Enhancement Trust Services, Inc.
INCREASED7,1577,102+55+1%$555.6K$617.6K+$62.0K2026-10-07
Patrick M Sweeney & Associates, Inc
INCREASED7,0946,994+100+1%$547.1K$612.1K+$65.0K2026-10-22
Spirit of America Management Corp
UNCHANGED7,0697,06900%$553.0K$610.0K+$57.0K2026-10-14
Chapin Davis, Inc.
INCREASED7,0323,898+3,134+80%$304.9K$606.8K+$301.9K2026-10-09
Alliance Private Wealth, LLC
DECREASED7,0097,989-980-12%$625.0K$604.8K-$20.2K2026-10-20
Caliber Wealth Management, LLC / KS
DECREASED6,8688,264-1,396-17%$646.5K$592.6K-$53.8K2026-11-04
Novem Group
DECREASED6,8287,660-832-11%$599.2K$589.2K-$10.0K2026-10-19
Tred Avon Family Wealth, LLC
INCREASED6,8225,474+1,348+25%$428.2K$588.7K+$160.5K2026-10-20
Riversedge Advisors, LLC
INCREASED6,8093,605+3,204+89%$282.0K$587.5K+$305.5K2026-10-09
Ashton Thomas Securities, LLC
INCREASED6,7874,490+2,297+51%$349.9K$585.7K+$235.7K2026-10-26
W.H. Cornerstone Investments Inc.
DECREASED6,7497,072-323-5%$553.2K$582.4K+$29.1K2026-11-03
Value Investment Professionals, LLC
UNCHANGED6,7026,70200%$524.3K$578.3K+$54.0K2026-10-13
Plimoth Trust Co LLC
INCREASED6,6894,302+2,387+55%$336.5K$577.2K+$240.6K2026-10-26
Wright Investors Service Inc
DECREASED6,6807,000-320-5%$547.6K$576.4K+$28.8K2026-11-02
NLB Skladi, upravljanje premozenja, d.o.o.
UNCHANGED6,6156,61500%$517.5K$570.8K+$53.3K2026-10-22
Dickmeyer Boyce Financial Management, Inc.
DECREASED6,5557,063-508-7%$552.5K$565.6K+$13.1K2026-10-08
Englebert Financial Advisers, LLC
DECREASED6,5417,980-1,439-18%$624.3K$564.4K-$59.9K2026-10-20
Laurel OAK Wealth Management, LLC
DECREASED6,5356,568-330%$513.8K$563.9K+$50.1K2026-10-19
Mitchell Sinkler & Starr
DECREASED6,5016,551-50-1%$512.5K$561.0K+$48.5K2026-10-13
Jeppson Wealth Management, LLC
INCREASED6,4876,433+54+1%$503.3K$559.8K+$56.5K2026-10-20
Keudell ison Wealth Management
DECREASED6,4867,713-1,227-16%$603.4K$559.7K-$43.7K2026-10-16
L. Roy Papp & Associates, LLP
UNCHANGED6,4866,48600%$507.4K$559.7K+$52.3K2026-10-21
New Wave Wealth Advisors LLC
INCREASED6,4506,282+168+3%$495.7K$604.2K+$108.5K2026-10-19
Integrated Advisors Network LLC
DECREASED6,4237,123-700-10%$557.2K$554.2K-$3.0K2026-10-20
Beaumont Asset Management, L.L.C.
INCREASED6,3686,265+103+2%$490.1K$549.5K+$59.4K2026-10-16
Delphi Management Inc
UNCHANGED6,3506,35000%$497$548+$512026-11-05
Chemung Canal Trust Co
DECREASED6,3298,314-1,985-24%$650.4K$546.1K-$104.3K2026-11-04
Alliance Wealth Advisors, LLC
INCREASED6,2946,196+98+2%$484.7K$543.1K+$58.4K2026-10-14
Nemes Rush Group LLC
DECREASED6,2506,322-72-1%$494.6K$539.3K+$44.7K2026-11-04
Kathmere Capital Management, LLC
INCREASED6,2343,953+2,281+58%$309.2K$537.9K+$228.7K2026-10-20
Parkside Financial Bank & Trust
INCREASED6,2316,009+222+4%$470.1K$537.7K+$67.6K2026-10-27
First Horizon Corp
DECREASED6,2276,609-382-6%$517.0K$537.3K+$20.3K2026-10-26
Mcdaniel Terry & Co
UNCHANGED6,2036,20300%$485.3K$535.3K+$50.0K2026-11-05
General Partner, Inc.
UNCHANGED6,1996,19900%$484.9K$534.9K+$50.0K2026-10-05
Boltwood Capital Management
DECREASED6,1786,253-75-1%$489.2K$533.1K+$43.9K2026-10-02
SAX Wealth Advisors, LLC
INCREASED6,1065,736+370+6%$497.0K$526.9K+$29.8K2026-10-13
Root Financial Partners, LLC
NEW6,102—+6,102——$526.5K—2026-10-21
SevenBridge Financial Group, LLC
DECREASED6,0966,406-310-5%$558.4K$576.9K+$18.5K2026-10-26
Mission Wealth Management, LP
DECREASED6,08311,330-5,247-46%$886.4K$524.9K-$361.5K2026-10-15
Prudent Man Advisors, LLC
DECREASED6,0576,302-245-4%$493.0K$522.7K+$29.7K2026-11-03
Cornerstone Wealth Group, LLC
INCREASED6,0373,298+2,739+83%$258.0K$520.9K+$262.9K2026-11-02
XXI Wealth, LLC
INCREASED6,0074,990+1,017+20%$390.4K$518.3K+$128.0K2026-10-22
Spectrum Asset Management, Inc. (NB )
INCREASED6,0015,990+11+0%$472.9K$522.1K+$49.2K2026-10-19
Northland Securities, Inc.
UNCHANGED6,0006,00000%$469.4K$517.7K+$48.4K2026-11-02
Ipsen Advisor Group LLC
DECREASED5,9866,015-290%$470.6K$516.5K+$46.0K2026-10-29
Carnegie Investment Counsel
INCREASED5,9605,797+163+3%$453.5K$514.3K+$60.8K2026-10-20
Caldwell Trust Co
DECREASED5,9586,152-194-3%$481.3K$514.1K+$32.8K2026-10-30
Applied Finance Capital Management, LLC
NEW5,947—+5,947——$513.2K—2026-11-03
Financial Management Professionals, Inc.
DECREASED5,9195,993-74-1%$473.1K$514.9K+$41.8K2026-10-23
Plan A Wealth LLC
INCREASED5,9175,788+129+2%$452.8K$510.6K+$57.8K2026-10-08
First Premier Bank
DECREASED5,8316,182-351-6%$483$503+$202026-10-13
Oslo Pensjonsforsikring AS
INCREASED5,8155,736+79+1%$448.7K$501.8K+$53.0K2026-10-15
Intesa Sanpaolo Wealth Management
UNCHANGED5,8135,81300%$454.8K$501.6K+$46.9K2026-10-28
Avestar Capital, LLC
DECREASED5,7916,049-258-4%$473.2K$499.7K+$26.5K2026-10-28
First County Bank
INCREASED5,7815,336+445+8%$417.4K$498.8K+$81.4K2026-10-13
Investment Advisory Services Inc
INCREASED5,7765,765+11+0%$451.0K$498.4K+$47.4K2026-10-27
Code Waechter LLC
INCREASED5,7723,697+2,075+56%$289.2K$498.0K+$208.8K2026-10-23
SeaBridge Investment Advisors LLC
NEW5,735—+5,735——$494.9K—2026-11-02
Blake Schutter Theil Wealth Advisors, LLC
INCREASED5,7345,308+426+8%$415.2K$494.8K+$79.5K2026-11-02
Everhart Financial Group, Inc.
INCREASED5,7195,246+473+9%$410.4K$493.5K+$83.1K2026-10-08
Apella Capital, LLC
INCREASED5,6673,428+2,239+65%$287.4K$484.6K+$197.2K2026-10-08
RDA Financial Network
DECREASED5,6646,823-1,159-17%$533.8K$488.7K-$45.0K2026-10-15
1900 Wealth Management LLC
INCREASED5,6432,582+3,061+119%$202.0K$486.9K+$284.9K2026-10-13
Westside Investment Management, Inc.
DECREASED5,6016,599-998-15%$516.2K$483.4K-$32.9K2026-11-02
Finward Bancorp
UNCHANGED5,6005,60000%$438.1K$483.2K+$45.1K2026-10-14
Cherry Tree Wealth Management, LLC
UNCHANGED5,5885,58800%$437.1K$482.1K+$45.0K2026-10-15
Argonautica Private Wealth Management, Inc
UNCHANGED5,5705,57000%$435.8K$480.7K+$44.9K2026-11-02
Cypress Capital Group
UNCHANGED5,5655,56500%$435.4K$480.2K+$44.9K2026-11-03
QTR Family Wealth, LLC
INCREASED5,5454,122+1,423+35%$322.5K$478.4K+$155.9K2026-11-02
Values First Advisors, Inc.
INCREASED5,4825,351+131+2%$418.6K$473.0K+$54.4K2026-10-23
Aviance Capital Partners, LLC
INCREASED5,4695,355+114+2%$418.9K$471.9K+$53.0K2026-10-29
Applied Capital LLC
UNCHANGED5,4665,46600%$427.6K$471.7K+$44.1K2026-10-07
FSM Wealth Advisors, LLC
INCREASED5,4095,153+256+5%$403.1K$474.6K+$71.5K2026-10-27
Roffman Miller Associates Inc
DECREASED5,3445,484-140-3%$429.0K$461.1K+$32.1K2026-10-19
Ti-Trust, Inc
UNCHANGED5,3355,33500%$417.4K$460.4K+$43.0K2026-10-21
Woodward Diversified Capital, LLC
DECREASED5,3335,510-177-3%$431.1K$460.1K+$29.1K2026-10-21
Walser Wealth Management Company, A Ltd Liability Co
DECREASED5,3245,838-514-9%$456.7K$459.4K+$2.7K2026-10-15
Triad Wealth Partners, LLC
DECREASED5,3185,553-235-4%$481.4K$458.9K-$22.5K2026-10-26
DecisionMap Wealth Management, LLC
DECREASED5,3105,676-366-6%$444.0K$458.2K+$14.2K2026-10-29
Murphy, Middleton, Hinkle & Parker, Inc.
UNCHANGED5,3105,31000%$415.4K$458.2K+$42.8K2026-10-15
SeaCrest Wealth Management, LLC
DECREASED5,2815,431-150-3%$424.9K$455.7K+$30.8K2026-10-21
Jamison Private Wealth Management, Inc.
DECREASED5,2766,311-1,035-16%$493.7K$455.3K-$38.4K2026-10-14
WealthPlan Investment Management, LLC
DECREASED5,2725,684-412-7%$444.7K$454.9K+$10.2K2026-10-15
Interchange Capital Partners, LLC
NEW5,263—+5,263——$454.1K—2026-10-28
Avity Investment Management Inc.
NEW5,200—+5,200——$448.7K—2026-10-09
Genesis Private Wealth, LLC
INCREASED5,1705,067+103+2%$396.4K$446.1K+$49.7K2026-11-02
365 WMG Private Fund I: Primus Fund LLC
NEW5,146—+5,146——$444.0K—2026-10-20
Axecap Investments, LLC
UNCHANGED5,1465,14600%$402.6K$444.0K+$41.5K2026-10-20
Davidson Trust Co
UNCHANGED5,1465,14600%$402.6K$444.0K+$41.5K2026-10-09
Pinnacle Wealth Management Advisory Group, LLC
INCREASED5,1413,895+1,246+32%$304.7K$443.6K+$138.9K2026-10-23
IVC Wealth Advisors LLC
DECREASED5,1375,922-785-13%$463.3K$443.3K-$20.0K2026-10-23
Atticus Wealth Management, LLC
DECREASED5,1295,391-262-5%$421.7K$442.6K+$20.8K2026-10-20
NBH Bank
DECREASED5,1085,141-33-1%$402.2K$440.8K+$38.6K2026-11-05
City State Bank
DECREASED5,0975,161-64-1%$403.7K$439.8K+$36.1K2026-10-20
Register Financial Advisors LLC
INCREASED5,0935,082+11+0%$397.6K$439.5K+$41.9K2026-10-23
SYM Financial Corp
INCREASED5,0793,495+1,584+45%$273.4K$438.3K+$164.9K2026-10-26
Washington Trust Bank
INCREASED5,0545,029+25+1%$393.4K$436.1K+$42.7K2026-11-03
Dymon Asia Capital (Singapore) Pte. Ltd.
DECREASED5,00063,130-58,130-92%$4.9M$431.5K-$4.5M2026-11-04
Prairiewood Capital, LLC
UNCHANGED4,9804,98000%$389.6K$429.7K+$40.1K2026-10-16
KPP Advisory Services LLC
DECREASED4,9406,168-1,228-20%$482.5K$426.3K-$56.3K2026-10-26
Bank & Trust Co
INCREASED4,9074,373+534+12%$342.1K$423.4K+$81.3K2026-10-07
Capital Management Associates, Inc
DECREASED4,9065,024-118-2%$393.0K$423.3K+$30.3K2026-10-20
Aspen Investment Management Inc
UNCHANGED4,8894,88900%$382$422+$402026-11-05
Cape Investment Advisory, Inc.
DECREASED4,8695,074-205-4%$396.9K$420.1K+$23.2K2026-10-13
Wynn Capital, LLC
DECREASED4,8334,858-25-1%$380.0K$417.0K+$37.0K2026-10-13
J.M. Arbour, LLC
INCREASED4,8124,592+220+5%$359.2K$415.2K+$56.0K2026-11-05
Great Diamond Partners, LLC
DECREASED4,8085,198-390-7%$406.6K$414.9K+$8.2K2026-10-13
Klingman & Associates, LLC
NEW4,804—+4,804——$414.5K—2026-10-20
Mechanics Financial Corp
DECREASED4,7804,941-161-3%$386.5K$412.5K+$25.9K2026-11-05
Westhampton Capital, LLC
UNCHANGED4,7754,77500%$373.5K$412.0K+$38.5K2026-10-30
Grey Ledge Advisors, LLC
NEW4,772—+4,772——$411.7K—2026-11-02
Independence Bank of Kentucky
UNCHANGED4,7634,76300%$372.6K$411.0K+$38.4K2026-10-26
Retirement Planning Group, LLC
INCREASED4,7554,685+70+1%$366.5K$410.3K+$43.8K2026-10-19
Sanders Morris Harris LLC
NEW4,744—+4,744——$409.4K—2026-10-14
Moss Adams Wealth Advisors LLC
DECREASED4,7295,559-830-15%$438.6K$411.3K-$27.4K2026-10-28
Provenance Wealth Advisors, LLC
INCREASED4,713485+4,228+872%$37.9K$406.7K+$368.7K2026-10-30
Beese Fulmer Investment Management, Inc.
NEW4,702—+4,702——$405.8K—2026-10-23
MSH Capital Advisors LLC
DECREASED4,6774,735-58-1%$370.4K$403.6K+$33.2K2026-11-03
Legacy Advisory Services, LLC
DECREASED4,6605,014-354-7%$392.3K$402.2K+$9.9K2026-10-20
Aljian Capital Management, LLC
DECREASED4,6554,855-200-4%$379.8K$401.7K+$21.9K2026-10-28
Childress Capital Advisors, LLC
INCREASED4,6173,318+1,299+39%$259.6K$398.4K+$138.8K2026-10-28
Seamount Financial Group Inc
UNCHANGED4,6074,60700%$360.4K$397.5K+$37.1K2026-10-21
J. Safra Sarasin Holding AG
DECREASED4,6058,567-3,962-46%$682.7K$401.1K-$281.7K2026-10-26
Hunter Associates Investment Management LLC
UNCHANGED4,5984,59800%$359$399+$402026-10-26
Creative Financial Designs Inc
DECREASED4,59514,105-9,510-67%$1.1M$396.5K-$706.9K2026-11-04
First Affirmative Financial Network
NEW4,495—+4,495——$387.9K—2026-10-21
Avantax Planning Partners, Inc.
DECREASED4,4844,908-424-9%$384.0K$386.9K+$3.0K2026-11-03
Valley National Advisers Inc
DECREASED4,4695,125-656-13%$400.9K$385.6K-$15.3K2026-10-23
Richwood Investment Advisors, LLC
DECREASED4,4494,750-301-6%$371.6K$384.0K+$12.4K2026-10-30
Facet Wealth, Inc.
NEW4,430—+4,430——$382.3K—2026-11-04
Shepherd Financial Partners LLC
DECREASED4,4264,983-557-11%$389.8K$381.9K-$7.9K2026-11-03
MBA Advisors LLC
INCREASED4,3833,956+427+11%$309.5K$378.2K+$68.7K2026-10-29
Riverbend Wealth Management, LLC
INCREASED4,3774,169+208+5%$326.1K$377.7K+$51.6K2026-10-15
Certior Financial Group, LLC
INCREASED4,3764,141+235+6%$324.0K$377.6K+$53.7K2026-10-19
Blue Trust, Inc.
DECREASED4,3706,380-2,010-31%$499.1K$377.1K-$122.0K2026-10-15
CWA Asset Management Group, LLC
INCREASED4,3654,167+198+5%$326.0K$376.7K+$50.7K2026-10-19
TCI Wealth Advisors, Inc.
DECREASED4,3534,434-81-2%$346.9K$375.7K+$28.8K2026-10-30
Rossmore Private Capital
INCREASED4,3472,793+1,554+56%$220.5K$378.2K+$157.7K2026-10-27
Larry Mathis Financial Planning, LLC
DECREASED4,3424,560-218-5%$356.7K$374.7K+$17.9K2026-10-26
Cravens & Co Advisors, LLC
DECREASED4,3324,457-125-3%$348.7K$373.8K+$25.1K2026-10-16
Renasant Bank
INCREASED4,3124,146+166+4%$324.3K$372.1K+$47.7K2026-11-05
Rossby Financial, LCC
INCREASED4,3073,877+430+11%$303.3K$371.6K+$68.3K2026-11-05
Chicago Trust Co NA
DECREASED4,2804,450-170-4%$348.1K$369.3K+$21.2K2026-10-28
Meadow Creek Wealth Advisors LLC
DECREASED4,2744,453-179-4%$348.4K$368.8K+$20.4K2026-11-02
One Wealth Capital Management, LLC
INCREASED4,2404,117+123+3%$322.1K$365.9K+$43.8K2026-10-23
Farmers & Merchants Trust Co of Chambersburg PA
DECREASED4,1849,234-5,050-55%$722$361-$3612026-10-14
Triumph Capital Management
INCREASED4,1803,750+430+11%$293.4K$360.7K+$67.4K2026-10-14
Physician Wealth Advisors, Inc.
INCREASED4,1804,088+92+2%$319.8K$360.7K+$40.8K2026-10-20
Leonard Rickey Investment Advisors P.L.L.C.
INCREASED4,1734,167+6+0%$326.0K$360.1K+$34.1K2026-10-29
Radnor Capital Management, LLC
UNCHANGED4,1704,17000%$326.2K$359.8K+$33.6K2026-10-23
Shum Financial Group, Inc.
DECREASED4,1444,329-185-4%$338.7K$357.6K+$18.9K2026-10-13
Chiron Capital Management, LLC
DECREASED4,1219,821-5,700-58%$768.3K$355.6K-$412.7K2026-10-15
Virtue Capital Management, LLC
INCREASED4,0983,953+145+4%$309.2K$353.6K+$44.4K2026-10-29
Manchester Capital Management LLC
DECREASED4,0874,152-65-2%$324.8K$352.7K+$27.9K2026-10-22
Symphony Financial, Ltd. Co.
INCREASED4,0783,893+185+5%$312.3K$352.8K+$40.5K2026-10-22
Abel Hall, LLC
INCREASED4,0713,607+464+13%$282.2K$351.3K+$69.1K2026-10-19
InvesTrust
DECREASED4,0564,165-109-3%$325.8K$350.0K+$24.2K2026-10-14
Financiere des Professionnels - Fonds d'investissement inc.
INCREASED4,0432,439+1,604+66%$190.8K$348.9K+$158.1K2026-11-03
Indiana Trust & Investment Management Co
DECREASED4,0364,440-404-9%$347.3K$348.3K+$9252026-10-22
Tritonpoint Wealth, LLC
INCREASED4,0283,446+582+17%$269.6K$347.6K+$78.0K2026-10-19
Intergy Private Wealth, LLC
INCREASED4,0213,956+65+2%$309.5K$347.0K+$37.5K2026-10-16
Prevail Innovative Wealth Advisors, LLC
NEW4,017—+4,017——$343.5K—2026-10-20
Juncture Wealth Strategies, LLC
INCREASED4,0163,216+800+25%$251.6K$346.6K+$95.0K2026-10-06
Independent Wealth Network Inc.
INCREASED4,0153,730+285+8%$291.8K$346.5K+$54.6K2026-10-19
JFS Wealth Advisors, LLC
DECREASED4,0024,172-170-4%$326.6K$345.5K+$18.9K2026-11-03
UMB Private Wealth Management, LLC
NEW3,956—+3,956——$341.3K—2026-10-19
TigerOak Management, L.L.C.
DECREASED3,9504,132-182-4%$323.2K$340.8K+$17.6K2026-10-23
Clear Wave Wealth Management LLC
INCREASED3,9033,544+359+10%$277.2K$336.8K+$59.5K2026-11-04
Claro Advisors Inc.
INCREASED3,9003,880+20+1%$303.6K$336.5K+$33.0K2026-11-02
Carnegie Lake Advisors LLC
DECREASED3,87011,006-7,136-65%$861.0K$949.7K+$88.7K2026-11-03
PDS Planning, Inc
DECREASED3,8593,892-33-1%$304.5K$333.0K+$28.5K2026-11-03
Strategy Asset Managers LLC
DECREASED3,8363,999-163-4%$312.8K$331.0K+$18.2K2026-10-14
Signal Advisors Wealth, LLC
INCREASED3,8353,645+190+5%$285.2K$331.0K+$45.8K2026-10-13
RIA Advisory Group LLC
NEW3,834—+3,834——$330.8K—2026-10-15
TritonPoint Partners, LLC
DECREASED3,8214,685-864-18%$368.2K$332.5K-$35.7K2026-11-05
Washington Capital Management, Inc
DECREASED3,8104,030-220-5%$315.3K$328.8K+$13.5K2026-10-19
Jmac Enterprises LLC
DECREASED3,80011,000-7,200-65%$860.5K$327.9K-$532.6K2026-10-30
Deseret Mutual Benefit Administrators
INCREASED3,7872,634+1,153+44%$206.1K$326.8K+$120.7K2026-11-04
Stokes Capital Advisors, LLC
INCREASED3,7503,700+50+1%$289.5K$323.6K+$34.1K2026-10-09
Thrive Wealth Management, LLC
DECREASED3,7173,745-28-1%$293.0K$320.7K+$27.8K2026-10-13
Wealth Effects LLC
NEW3,709—+3,709——$320.1K—2026-10-23
Gen-Wealth Partners Inc
DECREASED3,7093,905-196-5%$305.5K$320.1K+$14.6K2026-11-04
Summit Financial Wealth Advisors, LLC
NEW3,706—+3,706——$319.8K—2026-10-15
Concord Wealth Partners
INCREASED3,692806+2,886+358%$63.1K$318.6K+$255.5K2026-11-02
Harbour Trust & Investment Management Co
DECREASED3,6853,756-71-2%$293.8K$318.0K+$24.1K2026-10-28
Alpha Omega Wealth Management LLC
INCREASED3,6843,679+5+0%$287.8K$317.9K+$30.1K2026-10-23
Nautilus Advisors LLC
UNCHANGED3,6793,67900%$308.6K$317.5K+$8.9K2026-10-07
Diversified Enterprises, LLC
INCREASED3,6682,585+1,083+42%$202.2K$316.5K+$114.3K2026-10-19
Randall & Associates Wealth Management
INCREASED3,6583,342+316+9%$261.4K$315.6K+$54.2K2026-10-20
Independence Wealth Advisors, LLC
DECREASED3,6553,731-76-2%$291.9K$315.4K+$23.5K2026-10-29
Burke & Herbert Bank & Trust Co
UNCHANGED3,6493,64900%$285.5K$314.9K+$29.4K2026-11-02
Allegiance Financial Group Advisory Services LLC
NEW3,628—+3,628——$315.7K—2026-11-02
Bison Wealth, LLC
INCREASED3,6272,492+1,135+46%$207.0K$333.4K+$126.4K2026-10-13
Sovran Advisors, LLC
DECREASED3,6263,668-42-1%$318.7K$352.1K+$33.4K2026-11-02
RMR Wealth Builders
NEW3,617—+3,617——$312.1K—2026-10-22
High Note Wealth, LLC
INCREASED3,6113,587+24+1%$280.6K$311.6K+$31.0K2026-10-27
BigSur Wealth Management LLC
UNCHANGED3,6003,60000%$284.2K$313.2K+$29.0K2026-10-13
Stiles Financial Services Inc
DECREASED3,5783,587-90%$280.6K$308.7K+$28.1K2026-10-30
Maia Wealth LLC
DECREASED3,5584,225-667-16%$330.5K$307.0K-$23.5K2026-10-19
Montecito Bank & Trust
DECREASED3,5563,611-55-2%$282.5K$306.8K+$24.4K2026-10-01
Patten Group, Inc.
DECREASED3,5543,824-270-7%$299.2K$306.7K+$7.5K2026-10-26
Carret Asset Management, LLC
UNCHANGED3,5513,55100%$277.8K$306.4K+$28.6K2026-11-04
Atlas Private Wealth Advisors
NEW3,537—+3,537——$305.2K—2026-10-23
Excalibur Management Corp
DECREASED3,5013,531-30-1%$276.2K$302.1K+$25.9K2026-11-02
Summit Wealth Group LLC / Co
INCREASED3,4822,745+737+27%$214.7K$300.4K+$85.7K2026-10-29
Bond & Devick Financial Network, Inc.
UNCHANGED3,4723,47200%$271.6K$299.6K+$28.0K2026-10-23
Curat Global, LLC
INCREASED3,4703,150+320+10%$161.9K$299.4K+$137.5K2026-10-26
Dakota Community Bank & Trust NA
UNCHANGED3,4513,45100%$270.0K$297.8K+$27.8K2026-10-09
Aspiriant, LLC
DECREASED3,4505,770-2,320-40%$451.4K$297.7K-$153.7K2026-10-16
Cambridge Advisors Inc.
DECREASED3,4304,160-730-18%$325.4K$296.0K-$29.5K2026-10-19
Heritage Family Offices, LLP
DECREASED3,4274,080-653-16%$319.2K$295.7K-$23.5K2026-11-02
Mather Group, Llc.
INCREASED3,4242,354+1,070+45%$184.2K$295.5K+$111.3K2026-10-14
Saxony Capital Management, LLC
INCREASED3,4213,101+320+10%$242.6K$295.2K+$52.6K2026-10-15
Verity Asset Management, Inc.
INCREASED3,4133,278+135+4%$256.4K$294.5K+$38.1K2026-10-30
Arsenal Capital Advisors LLC
INCREASED3,3993,389+10+0%$265.1K$293.3K+$28.2K2026-11-02
Parkside Investments, LLC
UNCHANGED3,3913,39100%$265.3K$292.6K+$27.3K2026-10-20
White Lighthouse Investment Management Inc.
INCREASED3,3902,692+698+26%$210.6K$292.5K+$81.9K2026-10-21
AMG National Trust Bank
NEW3,381—+3,381——$291.7K—2026-11-05
Silverlake Wealth Management LLC
DECREASED3,3803,734-354-9%$292.1K$291.7K-$4582026-10-21
Avail Investment Partners, LLC
NEW3,377—+3,377——$291.4K—2026-10-16
Pines Wealth Management, LLC
DECREASED3,3733,519-146-4%$275.3K$291.1K+$15.8K2026-10-21
Kaufman Rossin Wealth, LLC
NEW3,363—+3,363——$290.2K—2026-10-19
Obermeyer Wealth Partners
DECREASED3,3593,550-191-5%$277.7K$289.8K+$12.1K2026-10-21
Quartz Partners, LLC
NEW3,327—+3,327——$287.1K—2026-11-03
BridgePort Financial Solutions, LLC
INCREASED3,3133,211+102+3%$251.2K$285.9K+$34.7K2026-11-02
Global View Capital Management LLC
DECREASED3,2824,253-971-23%$332.7K$283.2K-$49.5K2026-10-28
SJS Investment Consulting Inc.
INCREASED3,2661,285+1,981+154%$100.5K$281.8K+$181.3K2026-10-26
Baxter Bros Inc
INCREASED3,2652,965+300+10%$232.0K$281.7K+$49.8K2026-11-04
Waldron Private Wealth LLC
DECREASED3,2583,642-384-11%$284.8K$283.4K-$1.4K2026-11-02
City Center Advisors, LLC
NEW3,250—+3,250——$280.4K—2026-10-08
Adelphi Trust Co
INCREASED3,2453,072+173+6%$240.3K$280.0K+$39.7K2026-10-05
Letson Investment Management, Inc.
INCREASED3,2392,836+403+14%$221.9K$279.5K+$57.6K2026-11-05
Peoples Financial Services Corp.
DECREASED3,2033,316-113-3%$259.4K$276.4K+$17.0K2026-10-20
McGlone Suttner Wealth Management, Inc.
INCREASED3,1993,168+31+1%$247.8K$276.0K+$28.2K2026-10-13
Principle Wealth Partners LLC
INCREASED3,1933,142+51+2%$245.8K$275.5K+$29.7K2026-11-02
Centurion Wealth Management LLC
INCREASED3,1933,186+7+0%$249.3K$275.5K+$26.2K2026-10-13
Essex Bank
INCREASED3,1922,815+377+13%$220.2K$275.4K+$55.2K2026-10-16
Founders Capital Management, LLC
UNCHANGED3,1843,18400%$249.1K$274.7K+$25.7K2026-10-23
LifeGoal Investments, LLC
NEW3,180—+3,180——$274.4K—2026-10-09
Burton Enright Welch
NEW3,170—+3,170——$273.5K—2026-11-04
Amplius Wealth Advisors, LLC
NEW3,153—+3,153——$272.1K—2026-10-20
Retirement Planning Co of New England, Inc.
DECREASED3,1533,298-145-4%$258.0K$272.0K+$14.1K2026-10-15
Bank Pictet & Cie (Europe) AG
DECREASED3,1307,830-4,700-60%$612.5K$270.1K-$342.5K2026-10-20
Alhambra Investment Management LLC
INCREASED3,1122,883+229+8%$225.5K$268.5K+$43.0K2026-10-15
Texas Bank & Trust Co
NEW3,091—+3,091——$266.7K—2026-11-04
Strategic Blueprint, LLC
INCREASED3,0822,890+192+7%$226.1K$266.0K+$39.9K2026-10-22
CoreCap Advisors, LLC
INCREASED3,0542,945+109+4%$230.4K$263.5K+$33.1K2026-10-08
MCF Advisors LLC
INCREASED3,0522,660+392+15%$209.9K$265.5K+$55.6K2026-10-28
Wedge Capital Management L L P
DECREASED3,0283,143-115-4%$245.9K$261.3K+$15.4K2026-10-13
Aspetuck Financial Management LLC
UNCHANGED3,0253,02500%$236.6K$261.0K+$24.4K2026-11-04
North Star Investment Management Corp.
INCREASED3,0203,014+6+0%$235.8K$260.6K+$24.8K2026-10-27
Inlet Private Wealth, LLC
UNCHANGED3,0003,00000%$234.7K$258.9K+$24.2K2026-10-21
Core Wealth Partners LLC
UNCHANGED3,0003,00000%$234.7K$258.9K+$24.2K2026-11-02
Integrity Advisory Solutions, LLC
INCREASED2,9962,810+186+7%$219.8K$258.5K+$38.7K2026-10-29
Flavin Financial Services, Inc.
DECREASED2,9893,162-173-5%$247.3K$257.9K+$10.6K2026-10-21
Nicollet Investment Management, Inc.
UNCHANGED2,9862,98600%$234$258+$242026-10-14
Affiance Financial, LLC
UNCHANGED2,9792,97900%$233.0K$257.1K+$24.0K2026-10-15
G&S Capital LLC
NEW2,966—+2,966——$255.9K—2026-10-23
Endowment Wealth Management, Inc.
INCREASED2,9642,936+28+1%$229.7K$255.8K+$26.1K2026-11-03
Clifford Swan Investment Counsel LLC
INCREASED2,9542,801+153+5%$219.1K$254.9K+$35.8K2026-11-05
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED2,9379,166-6,229-68%$717.0K$253.4K-$463.6K2026-10-14
LightSquare Wealth Management, LLC
INCREASED2,9322,829+103+4%$221.3K$253.0K+$31.7K2026-11-03
TCP Asset Management, LLC
UNCHANGED2,9222,92200%$228.6K$252.4K+$23.8K2026-10-14
Maple Capital Management, Inc.
DECREASED2,9163,149-233-7%$246.3K$251.6K+$5.3K2026-11-02
Cromwell Holdings LLC
INCREASED2,9111,482+1,429+96%$116.6K$252.3K+$135.6K2026-10-28
Formidable Asset Management, LLC
DECREASED2,9023,026-124-4%$262.2K$227.0K-$35.2K2026-11-03
Summit Investment Advisory Services, LLC
DECREASED2,9013,420-519-15%$267.6K$250.3K-$17.3K2026-11-03
Freedom Day Solutions, LLC
NEW2,900—+2,900——$250.2K—2026-10-20
Columbia Bank
INCREASED2,8952,770+125+5%$216.7K$249.8K+$33.1K2026-10-29
Folger Nolan Fleming Douglas Capital Management, Inc
DECREASED2,8883,256-368-11%$254.7K$249.2K-$5.5K2026-10-13
Reflection Asset Management
INCREASED2,8852,657+228+9%$207.9K$248.9K+$41.1K2026-10-28
Optivise Advisory Services LLC
INCREASED2,8792,629+250+10%$205.7K$248.5K+$42.8K2026-10-19
AMG Asset Management Group, Inc.
INCREASED2,8692,715+154+6%$212.4K$247.6K+$35.2K2026-10-21
Northwest Wealth Management, LLC
NEW2,864—+2,864——$247.1K—2026-10-30
KRM Wealth Management L.L.C.
INCREASED2,8472,807+40+1%$219.6K$245.7K+$26.1K2026-11-02
Pinnacle Bancorp, Inc.
INCREASED2,8402,609+231+9%$204.1K$245.1K+$41.0K2026-10-21
Angeles Wealth Management, LLC
DECREASED2,8313,505-674-19%$277.1K$246.5K-$30.6K2026-10-26
Barlow Wealth Partners, LLC
UNCHANGED2,8272,82700%$231.8K$246.2K+$14.4K2026-10-15
71 West Capital Partners
NEW2,823—+2,823——$243.6K—2026-11-04
SmartHarvest Portfolios, LLC
DECREASED2,8033,112-309-10%$243.4K$241.8K-$1.6K2026-10-26
Paradigm Asset Management Co LLC
UNCHANGED2,8002,80000%$219.0K$241.6K+$22.6K2026-11-05
Exchange Bank
UNCHANGED2,7962,79600%$218.7K$241.3K+$22.5K2026-10-07
True Wealth Design, LLC
INCREASED2,7841,416+1,368+97%$110.8K$240.2K+$129.5K2026-10-13
Jm2 Capital Inc.
DECREASED2,7802,815-35-1%$220.2K$239.9K+$19.7K2026-10-14
Southland Equity Partners LLC
INCREASED2,7712,755+16+1%$215.5K$239.1K+$23.6K2026-10-14
Advisor Resource Council
DECREASED2,7694,892-2,123-43%$406.3K$243.6K-$162.7K2026-11-05
Signature Estate & Investment Advisors LLC
INCREASED2,7662,668+98+4%$208.9K$238.7K+$29.8K2026-10-13
Tempus Wealth Planning, LLC
INCREASED2,7632,729+34+1%$213.5K$238.4K+$24.9K2026-10-14
Atlas Brown,Inc.
INCREASED2,7582,613+145+6%$204.4K$238.0K+$33.6K2026-10-09
Gilpin Wealth Management, LLC
INCREASED2,7572,732+25+1%$213.7K$237.9K+$24.2K2026-10-09
Plancorp, LLC
NEW2,750—+2,750——$265.5K—2026-11-03
PFG Advisors
DECREASED2,7323,561-829-23%$278.6K$235.7K-$42.8K2026-10-16
Catherine Avery Investment Management LLC
UNCHANGED2,7292,72900%$213.5K$235.5K+$22.0K2026-10-14
Peddock Capital Advisors, LLC
UNCHANGED2,7232,72300%$213.0K$235.0K+$21.9K2026-10-16
Cowa, LLC
NEW2,719—+2,719——$234.7K—2026-10-30
Pacific Asset Management, LLC
NEW2,705—+2,705——$233.4K—2026-10-15
Regent Peak Wealth Advisors LLC
NEW2,702—+2,702——$233.2K—2026-10-13
Powers Advisory Group, LLC
DECREASED2,6952,895-200-7%$226.5K$232.6K+$6.1K2026-10-14
Elco Management Co., LLC
UNCHANGED2,6932,69300%$210.7K$232.4K+$21.7K2026-10-14
Victory Financial Group, LLC
NEW2,687—+2,687——$231.9K—2026-10-27
Morey & Quinn Wealth Partners, LLC
DECREASED2,6822,882-200-7%$225.5K$231.4K+$6.0K2026-10-28
Monument Capital Management
NEW2,676—+2,676——$230.9K—2026-10-09
Argos Wealth Advisors, LLC
DECREASED2,6762,768-92-3%$216.5K$230.9K+$14.4K2026-11-02
Mystic Asset Management, Inc.
DECREASED2,6522,752-100-4%$215.3K$228.8K+$13.5K2026-10-15
Beacon Bank & Trust
DECREASED2,6433,308-665-20%$258.8K$228.1K-$30.7K2026-10-27
Fulcrum Wealth Advisors, LLC
UNCHANGED2,6402,64000%$206.5K$227.8K+$21.3K2026-10-16
Capital Square, LLC
INCREASED2,6302,579+51+2%$216.4K$227.0K+$10.6K2026-10-19
Aull & Monroe Investment Management Corp
UNCHANGED2,6262,62600%$205.4K$226.6K+$21.2K2026-10-16
First Heartland Consultants, Inc.
NEW2,619—+2,619——$226.0K—2026-10-08
Cassaday & Co Wealth Management LLC
INCREASED2,6132,252+361+16%$176.2K$225.5K+$49.3K2026-10-27
Focused Wealth Management, Inc
DECREASED2,5612,562-10%$200.4K$221.0K+$20.6K2026-10-30
Ignite Planners, LLC
NEW2,560—+2,560——$220.9K—2026-10-14
Pension & Wealth Management Advisors, Inc.
INCREASED2,5561,558+998+64%$121.9K$220.6K+$98.7K2026-10-16
MLG Wealth Management DBA Pine Grove Financial Group
NEW2,553—+2,553——$220.3K—2026-10-13
TL Private Wealth
INCREASED2,5532,540+13+1%$212.9K$234.7K+$21.8K2026-10-13
Harbor Investment Advisory, LLC
INCREASED2,5412,154+387+18%$168.5K$219.2K+$50.7K2026-10-13
3Chopt Investment Partners, LLC
NEW2,537—+2,537——$220.9K—2026-10-30
Legacy Solutions, LLC
NEW2,522—+2,522——$217.6K—2026-10-07
Midwest Financial Partners Investments, Inc.
NEW2,510—+2,510——$216.6K—2026-10-08
BIP Wealth, LLC
NEW2,501—+2,501——$215.8K—2026-10-22
Northstar Asset Management Co
DECREASED2,5003,550-1,050-30%$295.4K$232.6K-$62.8K2026-10-22
Brady Family Wealth, LLC
DECREASED2,49224,517-22,025-90%$1.9M$215.0K-$1.7M2026-11-02
Squire Investment Management Company, LLC
NEW2,486—+2,486——$214.5K—2026-11-03
SilverOak Wealth Management LLC
NEW2,475—+2,475——$213.6K—2026-10-29
Future Financial Wealth Managment LLC
UNCHANGED2,4752,47500%$203.0K$213.6K+$10.6K2026-10-15
Financially Speaking Inc
UNCHANGED2,4682,46800%$213.9K$213.0K-$8892026-11-05
Family Legacy, Inc.
NEW2,428—+2,428——$209.5K—2026-10-13
Spire Wealth Management
DECREASED2,4282,835-407-14%$221.8K$209.5K-$12.3K2026-10-30
Wealth Architects, LLC
NEW2,427—+2,427——$209.4K—2026-11-03
Bright Futures Wealth Management, Llc.
NEW2,425—+2,425——$209.3K—2026-10-23
Landaas & Co
NEW2,422—+2,422——$209.0K—2026-10-29
Gerber Kawasaki Wealth & Investment Management
NEW2,419—+2,419——$208.8K—2026-10-29
Oregon Pacific Wealth Management, LLC
DECREASED2,4192,704-285-11%$211.5K$208.7K-$2.8K2026-10-20
Accel Wealth Management
NEW2,418—+2,418——$208.6K—2026-10-13
Central Pacific Bank - Trust Division
DECREASED2,4172,418-10%$189.2K$208.6K+$19.4K2026-10-06
55 North Private Wealth, LLC
NEW2,410—+2,410——$208.0K—2026-10-20
Hardin Capital Partners, LLC
NEW2,393—+2,393——$206.5K—2026-10-09
Third View Private Wealth, LLC
DECREASED2,3812,989-608-20%$233.8K$205.5K-$28.4K2026-10-30
Elyxium Wealth, LLC
NEW2,377—+2,377——$205.1K—2026-10-27
Tortuga Wealth Management, Inc
NEW2,377—+2,377——$205.3K—2026-10-27
Wright Wealth LLC
NEW2,373—+2,373——$204.8K—2026-10-29
Modera Wealth Management, LLC
NEW2,372—+2,372——$204.7K—2026-10-28
Albert D Mason Inc
NEW2,372—+2,372——$204.7K—2026-10-27
Relyea Zuckerberg Hanson LLC
NEW2,362—+2,362——$203.8K—2026-10-20
Traphagen Investment Advisors LLC
NEW2,361—+2,361——$203.7K—2026-10-14
KMG Fiduciary Partners, LLC
NEW2,350—+2,350——$202.8K—2026-10-14
Old Port Advisors
NEW2,334—+2,334——$201.4K—2026-10-23
Ascentis Wealth Management, LLC
DECREASED2,3302,729-399-15%$213.5K$201.0K-$12.4K2026-11-03
Legal Advantage Investments, Inc.
NEW2,329—+2,329——$201.0K—2026-10-13
Summit Financial Strategies, Inc.
NEW2,327—+2,327——$200.8K—2026-10-14
United Advisor Group, LLC
NEW2,327—+2,327——$200.8K—2026-11-03
First Citizens Financial Corp
NEW2,324—+2,324——$200.5K—2026-10-02
Zullo Investment Group, Inc.
NEW2,319—+2,319——$200.1K—2026-10-20
Promethium Advisors,llc
NEW2,308—+2,308——$200.8K—2026-10-19
Lloyd Advisory Services, Llc.
INCREASED2,2112,199+12+1%$172.0K$190.8K+$18.8K2026-11-02
Coastline Trust Co
DECREASED2,1952,302-107-5%$180.1K$189.4K+$9.3K2026-10-01
Smith Chas P & Associates PA Cpas
NEW2,182—+2,182——$206.7K—2026-10-22
Birchwood Financial Partners, Inc.
INCREASED2,1432,122+21+1%$166.0K$184.9K+$18.9K2026-11-02
Capital Advisors, Ltd. LLC
DECREASED1,9262,935-1,009-34%$230$166-$642026-10-27
TrustBank
DECREASED1,9161,950-34-2%$152.5K$165.3K+$12.8K2026-10-20
GK Wealth Management LLC
NEW1,875—+1,875——$161.8K—2026-10-09
Southern Michigan Bank & Trust
UNCHANGED1,7301,73000%$135.3K$149.3K+$13.9K2026-10-19
AXS Investments LLC
DECREASED1,7262,365-639-27%$185.0K$148.9K-$36.1K2026-11-04
Essential Partners LLC
INCREASED1,7161,114+602+54%$87.1K$148.1K+$60.9K2026-10-14
Hoese & Co LLP
UNCHANGED1,7121,71200%$133.9K$147.7K+$13.8K2026-10-21
Financial Network Wealth Advisors LLC
INCREASED1,6601,567+93+6%$122.6K$143.2K+$20.7K2026-10-28
Brown, Lisle Ings, Inc.
INCREASED1,5401,165+375+32%$91.1K$132.9K+$41.7K2026-10-16
State of Wyoming
DECREASED1,5104,727-3,217-68%$369.8K$130.3K-$239.5K2026-10-28
S.A. Mason LLC
NEW1,368—+1,368——$118.0K—2026-10-13
Kelleher Financial Advisors
DECREASED1,3252,179-854-39%$170.5K$114.3K-$56.1K2026-10-30
Roxbury Financial LLC
INCREASED1,3251,320+5+0%$103.2K$114.4K+$11.2K2026-10-01
Centerpoint Advisors, LLC
UNCHANGED1,3251,32500%$104$114+$102026-11-05
First Command Advisory Services, Inc.
INCREASED1,307670+637+95%$52.8K$113.7K+$60.9K2026-11-05
First Bancorp, Inc
INCREASED1,2671,157+110+10%$90.5K$109.3K+$18.8K2026-10-26
New England Capital Financial Advisors LLC
UNCHANGED1,2251,22500%$95.8K$105.7K+$9.9K2026-11-03
Silver Grove Financial Group, Inc.
INCREASED1,2141,026+188+18%$80.3K$104.8K+$24.5K2026-11-05
Duncker Streett & Co Inc
DECREASED1,2011,601-400-25%$125.2K$103.6K-$21.6K2026-10-27
Reap Financial Group, LLC
INCREASED1,1521,070+82+8%$83.7K$99.4K+$15.7K2026-11-02
William Mack & Associates, Inc.
NEW1,066—+1,066——$92.0K—2026-10-27
Y.D. More Investments Ltd
NEW1,064—+1,064——$91.8K—2026-11-02
Bayban
UNCHANGED1,0641,06400%$83.2K$83.2K$02026-11-05
Arlington Trust Co LLC
DECREASED1,0621,157-95-8%$90.5K$91.6K+$1.1K2026-10-20
Trust Co
INCREASED1,033871+162+19%$68.1K$89.1K+$21.0K2026-10-09
University of Texas S AM Investment Management Co
INCREASED1,027495+532+107%$38.7K$88.6K+$49.9K2026-11-03
Markowski Investments
INCREASED1,006570+436+76%$44.6K$86.8K+$42.2K2026-10-30
Costello Asset Management, Inc
INCREASED1,001938+63+7%$73.4K$86.4K+$13.0K2026-10-30
Tompkins Financial Corp
DECREASED1,0001,013-13-1%$79.2K$86.3K+$7.0K2026-10-05
Country Trust Bank
INCREASED977934+43+5%$73.1K$84.3K+$11.2K2026-10-30
Trifecta Capital Advisors, LLC
NEW975—+975——$84.1K—2026-10-21
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED97597500%$76.3K$84.1K+$7.9K2026-10-23
Salomon & Ludwin, LLC
DECREASED9231,096-173-16%$86.8K$79.6K-$7.2K2026-10-29
Richardson Financial Services Inc.
INCREASED920900+20+2%$70.4K$79.4K+$9.0K2026-10-30
Compass Financial Management LLC
NEW900—+900——$77.7K—2026-10-30
Bell Investment Advisors, Inc
INCREASED891883+8+1%$69.0K$76.9K+$7.8K2026-10-29
DecisionPoint Financial, LLC
INCREASED884220+664+302%$17.4K$76.4K+$59.0K2026-10-27
Asset Planning,Inc
UNCHANGED87287200%$68.2K$75.3K+$7.0K2026-10-26
Hazlett, Burt & Watson, Inc.
DECREASED8691,046-177-17%$82$74-$82026-11-04
Ares Financial Consulting, LLC
INCREASED839825+14+2%$64.5K$72.4K+$7.9K2026-10-19
MTM Investment Management, LLC
UNCHANGED83183100%$65.0K$71.7K+$6.7K2026-10-30
Bfsg, LLC
INCREASED821772+49+6%$60.4K$70.8K+$10.5K2026-10-30
Hoey Investments, Inc
DECREASED8061,005-199-20%$78.6K$69.6K-$9.1K2026-10-29
FNY Investment Advisers, LLC
DECREASED8001,100-300-27%$86$69-$172026-10-16
Murphy & Mullick Capital Management Corp
INCREASED786781+5+1%$61.2K$67.8K+$6.7K2026-11-02
Bank of New Hampshire
UNCHANGED78278200%$61.2K$67.5K+$6.3K2026-10-06
Chapman Financial Group, LLC
UNCHANGED77777700%$60.8K$67.0K+$6.3K2026-10-26
Atwood & Palmer Inc
UNCHANGED77577500%$60.6K$66.9K+$6.2K2026-10-08
WPG Advisers, LLC
INCREASED768745+23+3%$58.3K$66.3K+$8.0K2026-10-27
Elevation Wealth Partners, LLC
INCREASED757195+562+288%$15.3K$65.3K+$50.1K2026-10-07
Keystone Financial Group, Inc.
UNCHANGED74174100%$58.5K$64.5K+$6.0K2026-10-13
MJT & Associates Financial Advisory Group, Inc.
INCREASED730695+35+5%$54.4K$63.0K+$8.6K2026-10-07
Wilkerson Advisory Group LLC
INCREASED717659+58+9%$51.6K$61.9K+$10.3K2026-10-20
Oakworth Capital, Inc.
INCREASED716683+33+5%$53.9K$61.8K+$7.9K2026-10-26
Rosenberg Matthew Hamilton
INCREASED695419+276+66%$32.8K$60.0K+$27.2K2026-10-05
Thompson Investment Management, Inc.
UNCHANGED67567500%$52.8K$58.2K+$5.4K2026-10-14
Dorato Capital Management
UNCHANGED66566500%$55.8K$56.9K+$1.1K2026-10-08
Latitude Advisors, LLC
NEW637—+637——$55.0K—2026-10-27
Wolff Wiese Magana LLC
DECREASED633650-17-3%$50.9K$54.6K+$3.8K2026-10-15
Atlantic Edge Private Wealth Management, LLC
UNCHANGED62862800%$49.1K$54.2K+$5.1K2026-10-20
Center for Financial Planning, Inc.
DECREASED6251,321-696-53%$103.3K$53.9K-$49.4K2026-10-26
Princeton Global Asset Management LLC
UNCHANGED62062000%$48.5K$53.5K+$5.0K2026-10-21
Smallwood Wealth Investment Management, LLC
UNCHANGED61161100%$47.8K$52.7K+$4.9K2026-10-30
Community Financial Services Group, LLC
UNCHANGED61061000%$48.3K$52.7K+$4.4K2026-10-15
Piscataqua Savings Bank
DECREASED584606-22-4%$47.4K$50.4K+$3.0K2026-10-21
Signature Equity Partners, LLC
INCREASED561344+217+63%$26.9K$48.4K+$21.5K2026-10-29
Aventus Investment Advisors, Inc.
UNCHANGED56056000%$43.8K$48.3K+$4.5K2026-10-09
Washington Trust Advisors, Inc.
UNCHANGED55955900%$43.7K$48.2K+$4.5K2026-10-22
Plante Moran Financial Advisors, LLC
DECREASED554650-96-15%$50.9K$47.8K-$3.0K2026-11-04
Golden State Wealth Management, LLC
DECREASED533918-385-42%$71.8K$46.0K-$25.8K2026-11-02
John Boyer, Inc.
NEW511—+511——$44.1K—2026-10-27
Kingdom Financial Group Llc.
INCREASED510153+357+233%$11.9K$44.0K+$32.1K2026-11-04
Bullock Wealth Management Group
UNCHANGED50850800%$40.2K$43.9K+$3.7K2026-10-09
Syntax Research, Inc.
DECREASED503803-300-37%$62.9K$43.4K-$19.5K2026-11-04
Fortitude Family Office, LLC
INCREASED490216+274+127%$16.9K$42.3K+$25.4K2026-10-14
James T. Borello RIA
INCREASED481418+63+15%$32.7K$41.5K+$8.8K2026-10-16
Evermay Wealth Management LLC
DECREASED450721-271-38%$56.7K$39.2K-$17.6K2026-11-05
Canton Hathaway, LLC
UNCHANGED45045000%$35.2K$38.8K+$3.6K2026-10-23
Flagship Wealth Advisors, LLC
UNCHANGED44844800%$35.0K$38.6K+$3.6K2026-11-03
Nfsg Corp
INCREASED437433+4+1%$33.8K$37.7K+$3.9K2026-10-15
KFG LLC
NEW436—+436——$37.6K—2026-11-02
West Paces Advisors Inc.
INCREASED41552+363+698%$4.1K$35.8K+$31.7K2026-10-13
Sarver Vrooman Wealth Advisors
UNCHANGED40540500%$32.4K$34.9K+$2.5K2026-10-01
Hilton Head Capital Partners, LLC
DECREASED394430-36-8%$33.6K$34.0K+$3592026-10-23
Hartford Financial Management Inc.
UNCHANGED38438400%$30.0K$33.1K+$3.1K2026-10-21
Steph & Co
INCREASED382346+36+10%$27.1K$33.0K+$5.9K2026-10-07
Hickory Point Bank & Trust
UNCHANGED38138100%$29.8K$32.9K+$3.1K2026-10-01
Avion Wealth
INCREASED362183+179+98%$14$31+$172026-11-04
Team Financial Group, LLC
NEW357—+357——$30.8K—2026-10-30
Joseph Group Capital Management
INCREASED348300+48+16%$23.5K$30.0K+$6.6K2026-11-04
Dynamic Wealth Strategies, LLC
UNCHANGED34534500%$27.0K$29.8K+$2.8K2026-10-16
First Community Trust NA
UNCHANGED33933900%$26.5K$29.3K+$2.7K2026-10-07
Marshall & Sterling Wealth Advisors Inc.
INCREASED337318+19+6%$24.9K$29.1K+$4.2K2026-10-28
Burkett Financial Services, LLC
DECREASED335585-250-43%$45.8K$28.9K-$16.9K2026-10-01
Hughes Financial Services, LLC
INCREASED327292+35+12%$22.8K$31.8K+$8.9K2026-10-30
Clean Yield Group
UNCHANGED32632600%$25.5K$28.1K+$2.6K2026-10-28
Ashurst Perkins Coie Trust Co
DECREASED323639-316-49%$50.0K$27.9K-$22.1K2026-10-15
Activest Wealth Management
INCREASED31455+259+471%$4.3K$27.1K+$22.8K2026-10-15
Lodestone Wealth Management LLC
INCREASED291284+7+2%$22.2K$25.1K+$2.9K2026-10-14
Proathlete Wealth Management LLC
NEW285—+285——$24.6K—2026-10-15
Buck Wealth Strategies, LLC
DECREASED283284-10%$22.2K$24.4K+$2.2K2026-10-28
Bare Financial Services, Inc
INCREASED282233+49+21%$18.2K$24.3K+$6.1K2026-11-04
Monetary Solutions, Ltd
INCREASED280277+3+1%$21.7K$24.2K+$2.5K2026-10-22
Evolution Wealth Management Inc.
DECREASED273293-20-7%$22.9K$23.6K+$6362026-10-28
Marquette Asset Management, LLC
INCREASED268251+17+7%$19.6K$23.1K+$3.5K2026-10-09
Horizon Financial Services, LLC
INCREASED266124+142+115%$9.7K$23.0K+$13.3K2026-11-04
Axiom Investment Management LLC
UNCHANGED26326300%$20.6K$22.7K+$2.1K2026-11-03
DT Investment Partners, LLC
UNCHANGED26126100%$20.4K$22.5K+$2.1K2026-10-27
Jcic Asset Management Inc.
UNCHANGED23523500%$20.4K$20.3K-$852026-10-30
Highline Wealth Partners LLC
INCREASED231190+41+22%$14.9K$19.9K+$5.1K2026-10-19
Abound Wealth Management
INCREASED230165+65+39%$12.9K$19.8K+$6.9K2026-10-26
Pathway Financial Advisers, LLC
DECREASED22819,219-18,991-99%$1.5M$19.7K-$1.5M2026-10-27
Maseco LLP
INCREASED225197+28+14%$15.4K$19.4K+$4.0K2026-10-27
Tradewinds Capital Management, LLC
UNCHANGED22422400%$17.5K$19.3K+$1.8K2026-10-23
Entrust Financial LLC
UNCHANGED22322300%$17.4K$19.2K+$1.8K2026-11-04
IFS Advisors, LLC
NEW216—+216——$18.6K—2026-10-14
GoalVest Advisory LLC
INCREASED21434+180+529%$2.7K$18.5K+$15.8K2026-10-02
Owl Creek Wealth Partners LLC
DECREASED212292-80-27%$22.9K$18.3K-$4.5K2026-10-20
Adkins Seale Capital Management LLC
UNCHANGED21021000%$16.4K$18.1K+$1.7K2026-10-27
Madden Securities Corp
NEW200—+200——$17.3K—2026-10-27
SRH Advisors, LLC
UNCHANGED20020000%$15.6K$17.3K+$1.6K2026-10-22
Fairscale Capital, LLC
UNCHANGED19719700%$15.6K$19.0K+$3.5K2026-11-04
First Financial Corp
UNCHANGED19119100%$14.9K$16.5K+$1.5K2026-10-13
Birch Financial Group, LLC
NEW188—+188——$16.2K—2026-10-27
Olistico Wealth, LLC
UNCHANGED18018000%$14.1K$15.5K+$1.5K2026-10-05
Bay Harbor Wealth Management, LLC
INCREASED175128+47+37%$10.0K$15.2K+$5.2K2026-11-03
Harbor Asset Planning, Inc.
UNCHANGED17517500%$13.7K$15.1K+$1.4K2026-10-23
Cedar Mountain Advisors, LLC
UNCHANGED17517500%$13.7K$15.1K+$1.4K2026-10-15
Harbor Capital Advisors, Inc.
DECREASED173294-121-41%$23$15-$82026-10-22
United Financial Planning Group LLC
UNCHANGED16916900%$13.2K$14.6K+$1.4K2026-11-04
PFS Partners, LLC
INCREASED158156+2+1%$12.2K$13.6K+$1.4K2026-10-21
Mcdonald Partners LLC
INCREASED150149+1+1%$11.7K$12.9K+$1.2K2026-11-03
DeDora Capital, Inc.
NEW148—+148——$12.8K—2026-10-26
Holos Integrated Wealth LLC
UNCHANGED14214200%$11.9K$13.2K+$1.3K2026-10-23
Vision Financial Markets LLC
DECREASED1242,324-2,200-95%$181.8K$10.7K-$171.1K2026-10-22
Asset Dedication, LLC
INCREASED118113+5+4%$8.8K$10.2K+$1.3K2026-11-03
Financial Consulate, Inc
DECREASED112171-59-34%$13.4K$9.7K-$3.8K2026-10-23
Rakuten Securities, Inc.
DECREASED111465-354-76%$36.4K$9.6K-$26.8K2026-11-02
TFC Financial Management, Inc.
UNCHANGED11011000%$8.6K$9.5K+$8862026-10-26
Private Wealth Management Group, LLC
DECREASED107150-43-29%$11.7K$9.2K-$2.5K2026-10-19
West Branch Capital LLC
INCREASED106105+1+1%$8.2K$9.1K+$9242026-10-20
Miller Global Investments, LLC
UNCHANGED10510500%$8.2K$9.1K+$8462026-10-02
Maryland Capital Advisors Inc.
INCREASED1033+100+3333%$235$8.9K+$8.7K2026-10-15
Gables Capital Management Inc.
UNCHANGED10310300%$8.1K$8.9K+$8302026-11-04
Key FInancial Inc
UNCHANGED10310300%$8.1K$8.9K+$8302026-11-02
Nova Financial LLC
NEW100—+100——$8.6K—2026-11-04
Horrell Capital Management, Inc.
UNCHANGED10010000%$7.8K$8.6K+$8062026-10-08
Security National Bank
UNCHANGED10010000%$7.8K$8.6K+$8062026-10-26
Tounjian Advisory Partners, LLC
INCREASED9758+39+67%$4.5K$8.4K+$3.9K2026-11-04
CGC Financial Services, LLC
UNCHANGED939300%$7.3K$8.0K+$7502026-10-13
IMG Wealth Management, Inc.
NEW85—+85——$7.3K—2026-10-27
Lynch Investment Planning, LLC
NEW83—+83——$7.2K—2026-10-27
Polaris Financial Partners
NEW82—+82——$7—2026-10-02
GS Investments, Inc.
UNCHANGED828200%$6.4K$7.1K+$6612026-11-05
Creative Capital Management Investments LLC
INCREASED8152+29+56%$4.1K$7.0K+$2.9K2026-10-28
Elevated Capital Advisors, LLC
UNCHANGED818100%$6.3K$7.0K+$6522026-11-04
North Point Portfolio Managers Corp
NEW80—+80——$7.0K—2026-10-07
Valued Wealth Advisors LLC
INCREASED7439+35+90%$3.1K$6.4K+$3.4K2026-11-05
Redwood Park Advisors LLC
NEW73—+73——$6.3K—2026-11-02
Quest 10 Wealth Builders, Inc.
UNCHANGED717100%$5.6K$6.1K+$5732026-11-02
Burk Holdings LLC
INCREASED7034+36+106%$2.7K$6.0K+$3.4K2026-11-05
Moisand Fitzgerald Tamayo, LLC
NEW64—+64——$5.5K—2026-10-15
DiNuzzo Private Wealth, Inc.
UNCHANGED646400%$5.0K$5.5K+$5162026-10-16
Planning Strategies Inc.
INCREASED6231+31+100%$2.4K$5.4K+$2.9K2026-10-02
Pacifica Partners Inc.
UNCHANGED606000%$5.0K$5.2K+$1972026-10-09
American Capital Advisory, LLC
INCREASED5852+6+12%$4.1K$5.0K+$9372026-10-28
Peterson Wealth Services
UNCHANGED555500%$4.3K$4.7K+$4432026-10-26
Union Savings Bank
UNCHANGED545400%$4.2K$4.7K+$4362026-10-14
Covestor Ltd
UNCHANGED494900%$4$4$02026-10-30
Blume Capital Management, Inc.
DECREASED4120,414-20,373-100%$1.6M$3.5K-$1.6M2026-10-26
Retirement Wealth Solutions LLC
INCREASED349+25+278%$705$2.9K+$2.2K2026-10-07
Aspect Partners, LLC
INCREASED3218+14+78%$1.4K$2.8K+$1.4K2026-10-20
Virginia Estate & Retirement Planning Advisors Inc.
UNCHANGED323200%$2.5K$2.8K+$2582026-10-14
RMG Wealth Management LLC
DECREASED30101-71-70%$9.2K$2.9K-$6.3K2026-10-26
Nvwm, LLC
INCREASED2924+5+21%$1.9K$2.5K+$6242026-10-14
PayPay Securities Corp
DECREASED28151-123-81%$11.8K$2.4K-$9.4K2026-10-27
Breakwater Investment Management
INCREASED286+22+367%$470$2.4K+$1.9K2026-10-20
Quaker Wealth Management, LLC
INCREASED2817+11+65%$1.3K$2.4K+$1.1K2026-10-22
Acumen Wealth Advisors, LLC
NEW27—+27——$2.4K—2026-11-05
Granite FO LLC
UNCHANGED232300%$1.8K$2.0K+$1862026-10-14
Key Capital Management, Inc
UNCHANGED232300%$1.8K$2.0K+$1862026-11-03
Comprehensive Financial Planning, Inc.
UNCHANGED232300%$1.8K$2.0K+$1852026-10-27
Nvest Wealth Strategies, Inc.
NEW22—+22——$1.9K—2026-10-14
Winthrop Capital Management, LLC
UNCHANGED181800%$1$1.6K+$1.6K2026-11-05
Dhjj Financial Advisors, Ltd.
UNCHANGED171700%$1.3K$1.5K+$1372026-10-23
Align Financial, LLC
NEW14—+14——$1.2K—2026-10-16
Navigoe, LLC
INCREASED1412+2+17%$0$1+$12026-11-04
Mascoma Wealth Management LLC
DECREASED1317-4-24%$1.3K$1.1K-$2082026-10-23
Advocate Investing Services LLC
UNCHANGED121200%$939$1.0K+$962026-10-26
Torren Management, LLC
UNCHANGED111100%$861$949+$882026-10-29
Noble Wealth Management PBC
UNCHANGED111100%$861$949+$882026-10-01
Fairman Group, LLC
UNCHANGED101000%$790$870+$802026-10-26
Fairway Wealth LLC
NEW7—+7——$604—2026-10-30
NorthAvenue LLC
UNCHANGED6600%$470$518+$482026-10-29
Mosley Wealth Management
UNCHANGED5500%$391$477+$862026-10-16
3 Factor Indexing, LLC
DECREASED45-1-20%$392$346-$462026-10-15
Kozak & Associates, Inc.
UNCHANGED2200%$158$190+$322026-10-29
Rydar Equities, Inc.
NEW1—+1——$83—2026-10-13
Talbot Financial, LLC
CLOSED0200,207-200,207-100%$15.7M$0-$15.7M2026-10-19
Kepler Cheuvreux (Suisse) SA
CLOSED0169,455-169,455-100%$13.3M$0-$13.3M2026-10-20
Keystone Financial Planning, Inc.
CLOSED0126,411-126,411-100%$9.9M$0-$9.9M2026-10-08
Red Spruce Capital, LLC
CLOSED025,799-25,799-100%$2.0M$0-$2.0M2026-10-07
Greenup Street Wealth Management LLC
CLOSED025,273-25,273-100%$2.0M$0-$2.0M2026-10-28
Imc-Chicago, LLC
CLOSED023,456-23,456-100%$1.8M$0-$1.8M2026-11-05
Achmea Investment Management B.V.
CLOSED020,536-20,536-100%$1.6K$0-$1.6K2026-10-30
CenterBook Partners LP
CLOSED018,688-18,688-100%$1.5M$0-$1.5M2026-11-02
Shelton Wealth Management, LLC
CLOSED016,993-16,993-100%$1.3M$0-$1.3M2026-10-16
Newman Dignan & Sheerar, Inc.
CLOSED011,591-11,591-100%$906.8K$0-$906.8K2026-10-21
Wellington Shields & Co., LLC
CLOSED09,775-9,775-100%$764.7K$0-$764.7K2026-11-03
Encompass More Asset Management
CLOSED08,516-8,516-100%$666.2K$0-$666.2K2026-10-16
Oak Thistle LLC
CLOSED07,676-7,676-100%$600.5K$0-$600.5K2026-10-21
Hartline Investment Corp/
CLOSED07,225-7,225-100%$565.2K$0-$565.2K2026-10-29
ARQ Wealth Advisors, LLC
CLOSED05,883-5,883-100%$481.8K$0-$481.8K2026-10-29
Evansbrook LLC
CLOSED05,622-5,622-100%$439.8K$0-$439.8K2026-10-16
Strategic Advisors LLC
CLOSED05,284-5,284-100%$413.4K$0-$413.4K2026-10-13
Waterfront Wealth Inc.
CLOSED05,225-5,225-100%$438.2K$0-$438.2K2026-11-03
Mccarter Private Wealth Services LLC
CLOSED05,132-5,132-100%$401.5K$0-$401.5K2026-10-22
Seelaus Asset Management LLC
CLOSED04,471-4,471-100%$349.8K$0-$349.8K2026-10-14
Pacific Excel Wealth Advisors, Inc.
CLOSED04,080-4,080-100%$319.2K$0-$319.2K2026-10-27
Creekside Partners
CLOSED03,941-3,941-100%$308.3K$0-$308.3K2026-11-04
111 Capital
CLOSED03,730-3,730-100%$291.8K$0-$291.8K2026-11-03
SteelPeak Wealth, LLC
CLOSED03,524-3,524-100%$278.2K$0-$278.2K2026-10-16
Guyasuta Investment Advisors Inc
CLOSED03,484-3,484-100%$272.6K$0-$272.6K2026-10-15
Arlington Partners LLC
CLOSED03,445-3,445-100%$269.5K$0-$269.5K2026-10-20
Vermillion Wealth Management, Inc.
CLOSED03,314-3,314-100%$259.3K$0-$259.3K2026-10-26
Vann Equity Management LLC
CLOSED03,170-3,170-100%$248.0K$0-$248.0K2026-10-08
Precedent Wealth Partners, LLC
CLOSED03,073-3,073-100%$240.4K$0-$240.4K2026-10-21
Sound Financial Strategies Group, LLC
CLOSED03,029-3,029-100%$237.0K$0-$237.0K2026-10-30
Park Edge Advisors, LLC
CLOSED02,990-2,990-100%$233.9K$0-$233.9K2026-10-28
Dara Capital US, Inc.
CLOSED02,887-2,887-100%$225.9K$0-$225.9K2026-10-29
Confluence Wealth Services, Inc.
CLOSED02,784-2,784-100%$217.8K$0-$217.8K2026-11-05
Guardian Wealth Advisors, LLC
CLOSED02,658-2,658-100%$208.0K$0-$208.0K2026-10-30
Etesian Wealth Advisors, Inc.
CLOSED02,592-2,592-100%$202.8K$0-$202.8K2026-10-27
Salem Investment Counselors Inc
CLOSED01,576-1,576-100%$124.4K$0-$124.4K2026-10-13
Cornerstone Planning Group LLC
CLOSED01,099-1,099-100%$90.0K$0-$90.0K2026-10-16
Atlatl Advisers LLC
CLOSED0631-631-100%$49.4K$0-$49.4K2026-10-22
Bullseye Investment Management, LLC
CLOSED0575-575-100%$45.0K$0-$45.0K2026-10-29
Robinswood Financial LLC
CLOSED0548-548-100%$42.9K$0-$42.9K2026-10-20
Cranbrook Wealth Management, LLC
CLOSED0529-529-100%$41.4K$0-$41.4K2026-10-28
Armstrong Advisory Group, Inc
CLOSED0437-437-100%$34.2K$0-$34.2K2026-10-09
Solstein Capital, LLC
CLOSED0371-371-100%$29.0K$0-$29.0K2026-11-02
Barrett & Company, Inc.
CLOSED0275-275-100%$21.5K$0-$21.5K2026-10-22
Wellington Shields Capital Management, LLC
CLOSED0233-233-100%$18.3K$0-$18.3K2026-11-03
LifeSteps Financial, Inc.
CLOSED0204-204-100%$16.0K$0-$16.0K2026-10-15
Whipplewood Advisors, LLC
CLOSED097-97-100%$7.6K$0-$7.6K2026-10-20
Stone House Investment Management, LLC
CLOSED063-63-100%$4.9K$0-$4.9K2026-10-23
First United Bank & Trust
CLOSED061-61-100%$5.3K$0-$5.3K2026-10-22
Sunrise Financial Services, LLC
CLOSED052-52-100%$4.1K$0-$4.1K2026-10-21
Morton Brown Family Wealth, LLC
CLOSED012-12-100%$939$0-$9392026-10-23
Downshift Financial, LLC
CLOSED09-9-100%$704$0-$7042026-10-13
Hurley Capital, LLC
CLOSED05-5-100%$391$0-$3912026-11-05
BlackRock, Inc.
N/A—114,020,787-114,020,787-100%$8.9B———
Vanguard Capital Management LLC
N/A—83,816,735-83,816,735-100%$6.6B———
State Street Corp
N/A—63,399,315-63,399,315-100%$5.0B———
Vanguard Portfolio Management LLC
N/A—34,059,967-34,059,967-100%$2.7B———
Geode Capital Management, LLC
N/A—30,192,015-30,192,015-100%$2.4B———
JPMorgan Chase & Co
N/A—27,784,471-27,784,471-100%$2.2B———
Bank of America Corp
N/A—21,322,401-21,322,401-100%$1.7B———
Massachusetts Financial Services Co
N/A—19,872,600-19,872,600-100%$2.6B———
Morgan Stanley
N/A—19,444,871-19,444,871-100%$1.5B———
Deutsche Bank Ag\
N/A—18,449,877-18,449,877-100%$1.4B———
Invesco Ltd.
N/A—17,885,150-17,885,150-100%$1.4B———
Franklin Resources Inc
N/A—17,550,983-17,550,983-100%$1.4B———
Norges Bank
N/A—16,551,016-16,551,016-100%$1.3B———
Royal Bank of Canada
N/A—16,026,475-16,026,475-100%$1.3B———
First Eagle Investment Management, LLC
N/A—13,783,983-13,783,983-100%$1.1B———
Capital Research Global Investors
N/A—13,261,310-13,261,310-100%$1.0B———
Arrowstreet Capital, Limited Partnership
N/A—12,892,710-12,892,710-100%$1.0B———
Northern Trust Corp
N/A—11,626,741-11,626,741-100%$909.6M———
Ameriprise Financial Inc
N/A—11,565,988-11,565,988-100%$904.7M———
WCM Investment Management, LLC
N/A—10,826,014-10,826,014-100%$876.1M———
Legal & General Group Plc
N/A—9,832,804-9,832,804-100%$769.2M———
Goldman Sachs Group Inc
N/A—9,012,210-9,012,210-100%$705.0M———
Charles Schwab Investment Management Inc
N/A—8,905,319-8,905,319-100%$696.7M———
Capital World Investors
N/A—8,373,074-8,373,074-100%$655.0M———
Wells Fargo & Company
N/A—7,904,930-7,904,930-100%$618.4M———
Dodge & COX
N/A—7,875,898-7,875,898-100%$616.1M———
Schroder Investment Management Group
N/A—7,689,456-7,689,456-100%$601.5M———
Price T Rowe Associates Inc
N/A—7,576,459-7,576,459-100%$592.7K———
Vanguard Fiduciary Trust Co
N/A—7,208,194-7,208,194-100%$563.9M———
Raymond James Financial Inc
N/A—7,113,902-7,113,902-100%$556.5M———
Alliancebernstein L.P.
N/A—6,621,751-6,621,751-100%$573.8M———
SG Americas Securities, LLC
N/A—6,500,749-6,500,749-100%$508.6K———
Wellington Management Group LLP
N/A—6,474,476-6,474,476-100%$506.5M———
Aristotle Capital Management, LLC
N/A—6,293,698-6,293,698-100%$492.4M———
Envestnet Asset Management Inc
N/A—6,173,570-6,173,570-100%$483.0M———
American Century Companies Inc
N/A—6,153,467-6,153,467-100%$481.4M———
Barclays PLC
N/A—6,084,725-6,084,725-100%$476.0M———
Stifel Financial Corp
N/A—6,064,377-6,064,377-100%$474.4M———
Amundi
N/A—5,824,040-5,824,040-100%$455.6M———
Hotchkis & Wiley Capital Management LLC
N/A—5,789,077-5,789,077-100%$452.9M———
UBS Group AG
N/A—5,551,443-5,551,443-100%$434.3M———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—5,534,109-5,534,109-100%$432.9M———
Manufacturers Life Insurance Company, the
N/A—5,378,561-5,378,561-100%$420.8M———
Citadel Advisors LLC
N/A—5,373,877-5,373,877-100%$420.4M———
Federated Hermes, Inc.
N/A—5,133,708-5,133,708-100%$401.6M———
D. E. Shaw & Co., Inc.
N/A—4,396,781-4,396,781-100%$344.0M———
Jupiter Topco LLC
N/A—4,391,694-4,391,694-100%$343.5M———
Boston Partners
N/A—3,802,116-3,802,116-100%$297.5M———
BNP Paribas Financial Markets
N/A—3,792,954-3,792,954-100%$296.7M———
Bank of Montreal
N/A—3,765,229-3,765,229-100%$294.6M———
Barrow Hanley Mewhinney & Strauss LLC
N/A—3,750,519-3,750,519-100%$293.4M———
State Farm Mutual Automobile Insurance Co
N/A—3,622,141-3,622,141-100%$283.4M———
Swiss National Bank
N/A—3,621,066-3,621,066-100%$283.3M———
Jane Street Group, LLC
N/A—3,524,983-3,524,983-100%$275.8M———
Nuveen, LLC
N/A—3,338,490-3,338,490-100%$261.2M———
FMR LLC
N/A—3,313,777-3,313,777-100%$259.2M———
AQR Capital Management LLC
N/A—3,299,627-3,299,627-100%$258.1M———
Two Sigma Investments, LP
N/A—3,240,847-3,240,847-100%$253.5M———
Renaissance Technologies LLC
N/A—3,167,741-3,167,741-100%$247.8M———
National Pension Service
N/A—3,162,805-3,162,805-100%$247.4M———
First Trust Advisors LP
N/A—3,125,757-3,125,757-100%$244.5M———
HSBC Holdings PLC
N/A—3,115,779-3,115,779-100%$244.5M———
Aberdeen Group plc
N/A—2,990,059-2,990,059-100%$233.9M———
Vanguard Asset Management, Ltd
N/A—2,891,131-2,891,131-100%$226.2M———
Vanguard Global Advisers, LLC
N/A—2,865,007-2,865,007-100%$224.1M———
Qube Research & Technologies Ltd
N/A—2,770,165-2,770,165-100%$216.7M———
LPL Financial LLC
N/A—2,621,206-2,621,206-100%$205.1M———
Cullen Capital Management, LLC
N/A—2,591,898-2,591,898-100%$202.8M———
USS Investment Management Ltd
N/A—2,548,558-2,548,558-100%$199.4M———
Thornburg Investment Management Inc
N/A—2,511,730-2,511,730-100%$196.5M———
Neuberger Berman Group LLC
N/A—2,468,323-2,468,323-100%$193.5M———
Canada Life Assurance Co
N/A—2,320,874-2,320,874-100%$181.2K———
Jones Financial Companies Lllp
N/A—2,270,401-2,270,401-100%$183.5M———
California Public Employees Retirement System
N/A—2,243,365-2,243,365-100%$175.5M———
Rhumbline Advisers
N/A—2,213,044-2,213,044-100%$173.1M———
Altrinsic Global Advisors LLC
N/A—2,195,326-2,195,326-100%$171.7M———
Victory Capital Management Inc
N/A—2,171,583-2,171,583-100%$169.9M———
Squarepoint Ops LLC
N/A—2,166,735-2,166,735-100%$169.5M———
Bessemer Group Inc
N/A—2,165,359-2,165,359-100%$169.4K———
Bank of Nova Scotia
N/A—2,105,558-2,105,558-100%$164.7M———
California State Teachers Retirement System
N/A—2,021,278-2,021,278-100%$158.1M———
BNP Paribas Asset Management Holding S.A.
N/A—1,980,901-1,980,901-100%$155.0M———
Russell Investments Group, Ltd.
N/A—1,750,957-1,750,957-100%$137.1M———
Canada Pension Plan Investment Board
N/A—1,745,573-1,745,573-100%$136.6M———
Worldquant Millennium Advisors LLC
N/A—1,731,506-1,731,506-100%$135.5M———
Diamond Hill Capital Management, LLC (Investment Advisor)
N/A—1,684,110-1,684,110-100%$131.7M———
1832 Asset Management L.P.
N/A—1,683,531-1,683,531-100%$131.7M———
Natixis Advisors, LLC
N/A—1,622,749-1,622,749-100%$126.9K———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—1,590,358-1,590,358-100%$124.5M———
Panagora Asset Management Inc
N/A—1,547,626-1,547,626-100%$121.1M———
Crawford Investment Counsel Inc
N/A—1,522,777-1,522,777-100%$119.1M———
New York State Common Retirement Fund
N/A—1,411,846-1,411,846-100%$110.4M———
Nordea Investment Management AB
N/A—1,314,949-1,314,949-100%$104.2M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—1,280,714-1,280,714-100%$100.2M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—1,273,688-1,273,688-100%$99.6M———
Janney Montgomery Scott LLC
N/A—1,195,485-1,195,485-100%$93.5K———
SEI Investments Co
N/A—1,150,424-1,150,424-100%$90.0M———
Trexquant Investment LP
N/A—1,132,741-1,132,741-100%$88.6M———
Allianz Asset Management GmbH
N/A—1,124,178-1,124,178-100%$87.9M———
Capital Fund Management S.A.
N/A—1,099,468-1,099,468-100%$86.0M———
Aviva PLC
N/A—1,098,010-1,098,010-100%$85.9M———
National Bank of Canada
N/A—1,095,014-1,095,014-100%$85.7M———
State Board of Administration of Florida Retirement System
N/A—1,093,578-1,093,578-100%$85.6M———
Storebrand Asset Management AS
N/A—1,067,966-1,067,966-100%$83.5M———
Nomura Asset Management Co LTD
N/A—1,067,551-1,067,551-100%$83.5M———
Korea Investment Corp
N/A—1,064,820-1,064,820-100%$83.3M———
Baird Financial Group, Inc.
N/A—1,062,587-1,062,587-100%$83.1M———
CIBC Bancorp USA Inc.
N/A—1,027,269-1,027,269-100%$80.4M———
Treasurer of the State of North Carolina
N/A—995,253-995,253-100%$77.9K———
Bellevue Group AG
N/A—994,233-994,233-100%$77.8M———
Balyasny Asset Management L.P.
N/A—986,367-986,367-100%$77.2M———
Susquehanna Portfolio Strategies, LLC
N/A—957,344-957,344-100%$74.9M———
TD Asset Management Inc
N/A—933,769-933,769-100%$73.0M———
Lazard Asset Management LLC
N/A—922,752-922,752-100%$72.2M———
APG Asset Management N.V.
N/A—921,755-921,755-100%$63.1M———
Millennium Management LLC
N/A—918,469-918,469-100%$71.9M———
Pggm Investments
N/A—910,258-910,258-100%$71.2K———
Pacer Advisors, Inc.
N/A—898,154-898,154-100%$70.3K———
Harvest Portfolios Group Inc.
N/A—843,555-843,555-100%$66.0M———
Sound Shore Management Inc
N/A—838,573-838,573-100%$65.6M———
Rockefeller Capital Management L.P.
N/A—830,922-830,922-100%$65.0M———
Epoch Investment Partners, Inc.
N/A—812,108-812,108-100%$63.5M———
Eurizon Capital SGR S.p.A.
N/A—809,299-809,299-100%$63.4M———
Scotia Capital Inc.
N/A—800,957-800,957-100%$62.7M———
Cerity Partners LLC
N/A—788,907-788,907-100%$61.7M———
Mariner, LLC
N/A—779,764-779,764-100%$61.0M———
Employees Retirement System of Texas
N/A—776,505-776,505-100%$60.7K———
First Financial Bankshares Inc
N/A—752,965-752,965-100%$58.9M———
Capital Advisors Inc
N/A—739,685-739,685-100%$57.9M———
PFA Pension, Forsikringsaktieselskab
N/A—735,493-735,493-100%$57.5M———
Talaria Asset Management Pty Ltd
N/A—729,900-729,900-100%$57.1M———
Danske Bank A/S
N/A—718,159-718,159-100%$56.2M———
Haverford Trust Co
N/A—715,170-715,170-100%$55.9M———
Voya Investment Management LLC
N/A—711,770-711,770-100%$55.7M———
State of Wisconsin Investment Board
N/A—696,361-696,361-100%$54.5M———
Gotham Asset Management, LLC
N/A—696,347-696,347-100%$54.5M———
Federation des caisses Desjardins du Quebec
N/A—672,651-672,651-100%$52.6M———
Teachers Retirement System of the State of Kentucky
N/A—659,759-659,759-100%$51.6K———
Vanguard Investments Australia, Ltd.
N/A—655,302-655,302-100%$51.3M———
Edmond de Rothschild Holding S.A.
N/A—635,449-635,449-100%$49.7M———
VAN Lanschot Kempen Investment Management N.V.
N/A—633,450-633,450-100%$49.6M———
Quantinno Capital Management LP
N/A—631,667-631,667-100%$49.4M———
UBS Asset Management Americas LLC
N/A—627,689-627,689-100%$49.1M———
Chevy Chase Trust Holdings, LLC
N/A—620,286-620,286-100%$48.5M———
Cetera Investment Advisers
N/A—618,387-618,387-100%$48.4M———
RNC Capital Management LLC
N/A—609,309-609,309-100%$47.7M———
Handelsbanken Fonder AB
N/A—596,254-596,254-100%$46.6K———
Mitsubishi UFJ Trust & Banking Corp
N/A—583,006-583,006-100%$45.6M———
Royal London Asset Management LTD
N/A—577,485-577,485-100%$45.2M———
LGT Group Foundation
N/A—573,090-573,090-100%$44.8M———
Ensign Peak Advisors, Inc
N/A—573,001-573,001-100%$44.8M———
Public Employees Retirement System of Ohio
N/A—555,013-555,013-100%$43.4M———
Zacks Investment Management
N/A—554,423-554,423-100%$43.4M———
Adage Capital Partners GP, L.L.C.
N/A—530,568-530,568-100%$41.5M———
KLP Kapitalforvaltning AS
N/A—528,287-528,287-100%$41.7M———
United Capital Financial Advisors, LLC
N/A—527,850-527,850-100%$41.3M———
State of Tennessee, Department of Treasury
N/A—526,266-526,266-100%$41.2M———
Chilton Investment Co Inc.
N/A—516,815-516,815-100%$40.4M———
Mercer Global Advisors Inc
N/A—504,928-504,928-100%$39.5M———
M&T Bank Corp
N/A—502,101-502,101-100%$39.3M———
Prudential Financial Inc
N/A—497,715-497,715-100%$38.9M———
Osaic Holdings, Inc.
N/A—494,433-494,433-100%$38.7M———
Brown Brothers Harriman & Co
N/A—494,308-494,308-100%$38.7M———
Vinva Investment Management Ltd
N/A—487,011-487,011-100%$39.4M———
Advisors Capital Management, LLC
N/A—485,978-485,978-100%$38.0M———
Bridgewater Associates, LP
N/A—482,525-482,525-100%$37.7M———
MML Investors Services, LLC
N/A—482,378-482,378-100%$37.7M———
Baillie Gifford & Co
N/A—463,954-463,954-100%$36.3M———
&partners
N/A—446,593-446,593-100%$32.8M———
PNC Financial Services Group, Inc.
N/A—437,506-437,506-100%$34.2M———
Meridiem Capital Partners LP
N/A—431,042-431,042-100%$33.7M———
St. James Investment Company, LLC
N/A—419,227-419,227-100%$32.8M———
Credit Agricole S A
N/A—418,594-418,594-100%$32.7M———
Man Group plc
N/A—416,155-416,155-100%$32.6M———
Susquehanna International Group, LLP
N/A—410,840-410,840-100%$32.1M———
TCW Group Inc
N/A—396,995-396,995-100%$31.1M———
HighTower Advisors, LLC
N/A—393,328-393,328-100%$30.8M———
Focus Partners Wealth
N/A—391,155-391,155-100%$30.6M———
CIBC World Market Inc.
N/A—390,695-390,695-100%$30.6M———
Zurich Insurance Group Ltd
N/A—388,851-388,851-100%$30.4M———
Hancock Whitney Corp
N/A—382,682-382,682-100%$29.9M———
HRT Financial LP
N/A—381,816-381,816-100%$29.9K———
Mairs & Power Inc
N/A—363,349-363,349-100%$28.4M———
Sector Gamma AS
N/A—352,437-352,437-100%$27.6M———
Voloridge Investment Management, LLC
N/A—343,680-343,680-100%$26.9M———
Leith Wheeler Investment Counsel Ltd.
N/A—330,814-330,814-100%$25.9M———
Lansforsakringar Fondforvaltning AB (publ)
N/A—325,753-325,753-100%$25.5M———
Schonfeld Strategic Advisors LLC
N/A—325,270-325,270-100%$25.4M———
Managed Asset Portfolios, LLC
N/A—317,221-317,221-100%$24.8M———
Guggenheim Capital LLC
N/A—316,466-316,466-100%$24.8M———
Tredje Ap-fonden
N/A—316,249-316,249-100%$24.7M———
Teacher Retirement System of Texas
N/A—311,339-311,339-100%$24.4M———
LMR Partners LLP
N/A—308,551-308,551-100%$24.1M———
AlTi Global, Inc.
N/A—305,061-305,061-100%$24.1M———
Resona Asset Management Co.,Ltd.
N/A—304,895-304,895-100%$23.9M———
Defilade Capital Management, L.P.
N/A—303,301-303,301-100%$23.7M———
QRG Capital Management, Inc.
N/A—299,948-299,948-100%$23.5M———
MetLife Investment Management, LLC
N/A—293,703-293,703-100%$23.0M———
Summitry LLC
N/A—293,212-293,212-100%$22.9M———
UMB Bank, n.a.
N/A—290,864-290,864-100%$22.8M———
Tidal Investments LLC
N/A—290,007-290,007-100%$22.7M———
Davis R M Inc
N/A—281,324-281,324-100%$22.2M———
DnB Asset Management AS
N/A—280,478-280,478-100%$21.9M———
Glenmede Trust Co NA
N/A—276,832-276,832-100%$21.7M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—265,529-265,529-100%$20.8M———
Skba Capital Management LLC
N/A—263,532-263,532-100%$20.6M———
EFG International AG
N/A—259,402-259,402-100%$20.3M———
Varma Mutual Pension Insurance Co
N/A—259,251-259,251-100%$20.3M———
Captrust Financial Advisors
N/A—258,603-258,603-100%$20.2M———
Benjamin Edwards Inc
N/A—253,015-253,015-100%$19.8M———
Central Securities Corp
N/A—250,000-250,000-100%$19.6M———
South Dakota Investment Council
N/A—249,346-249,346-100%$19.5K———
Johnson Investment Counsel Inc
N/A—247,483-247,483-100%$19.4M———
Huntington National Bank
N/A—244,224-244,224-100%$19.1M———
Madison Asset Management, LLC
N/A—237,625-237,625-100%$18.6M———
Stephens Inc
N/A—232,608-232,608-100%$18.2M———
Brown Advisory Inc
N/A—217,570-217,570-100%$17.0M———
Andra Ap-fonden
N/A—216,529-216,529-100%$16.9M———
LGT Fund Management Co Ltd.
N/A—213,831-213,831-100%$16.7M———
Elo Mutual Pension Insurance Co
N/A—211,336-211,336-100%$16.5M———
Northwest & Ethical Investments L.P.
N/A—210,858-210,858-100%$16.5M———
Public Sector Pension Investment Board
N/A—209,415-209,415-100%$16.4M———
ProVise Management Group, LLC
N/A—203,831-203,831-100%$15.9M———
Northwestern Mutual Wealth Management Co
N/A—203,400-203,400-100%$15.9M———
Commerce Bank
N/A—203,133-203,133-100%$15.9M———
Cresset Asset Management, LLC
N/A—201,891-201,891-100%$15.9M———
Integral Health Asset Management, LLC
N/A—200,000-200,000-100%$15.6M———
FourThought Financial Partners, LLC
N/A—197,434-197,434-100%$15.4M———
Stonebridge Capital Advisors LLC
N/A—196,588-196,588-100%$15.4M———
LBP AM SA
N/A—195,668-195,668-100%$15.3M———
Utah Retirement Systems
N/A—194,750-194,750-100%$15.2M———
British Columbia Investment Management Corp
N/A—192,567-192,567-100%$15.1M———
Police & Firemen's Retirement System of New Jersey
N/A—191,677-191,677-100%$15.0M———
Hardman Johnston Global Advisors LLC
N/A—190,834-190,834-100%$14.9M———
Taikang Asset Management (Hong Kong) Co Ltd
N/A—184,317-184,317-100%$14.4M———
Edentree Asset Management Ltd
N/A—182,786-182,786-100%$14.3M———
Bogart Wealth, LLC
N/A—182,584-182,584-100%$14.3M———
Marshall Wace, LLP
N/A—182,300-182,300-100%$14.3M———
Sanctuary Advisors, LLC
N/A—178,396-178,396-100%$14.0M———
Macquarie Group LTD
N/A—175,337-175,337-100%$13.7M———
Acadian Asset Management LLC
N/A—173,980-173,980-100%$13.6K———
Nissay Asset Management Corp N
N/A—173,452-173,452-100%$13.6M———
Steward Partners Investment Advisory, LLC
N/A—172,449-172,449-100%$13.5M———
Engineers Gate Manager LP
N/A—172,197-172,197-100%$13.5M———
Capital Analysts, LLC
N/A—168,785-168,785-100%$13.2K———
FIL Ltd
N/A—165,452-165,452-100%$12.9M———
Ilmarinen Mutual Pension Insurance Co
N/A—164,000-164,000-100%$12.8K———
Empowered Funds, LLC
N/A—162,087-162,087-100%$12.7M———
Kayne Anderson Rudnick Investment Management LLC
N/A—160,683-160,683-100%$12.6M———
Edgar Lomax Co
N/A—157,570-157,570-100%$12.3M———
Caisse de Depot ET Placement DU Quebec
N/A—154,349-154,349-100%$12.1M———
Meiji Yasuda Asset Management Co Ltd.
N/A—153,980-153,980-100%$12.0M———
Invenomic Capital Management LP
N/A—152,330-152,330-100%$11.9M———
Pathstone Holdings, LLC
N/A—151,553-151,553-100%$11.9M———
Hamilton Capital Partners Inc.
N/A—150,914-150,914-100%$11.8M———
Te Ahumairangi Investment Management Ltd
N/A—148,993-148,993-100%$11.7M———
NewEdge Advisors, LLC
N/A—148,741-148,741-100%$11.6M———
Strategic Wealth Partners, Ltd.
N/A—146,961-146,961-100%$11.5M———
Rhenman & Partners Asset Management AB
N/A—145,000-145,000-100%$11.3M———
Hikari Tsushin, Inc.
N/A—144,952-144,952-100%$11.3M———
OneDigital Investment Advisors LLC
N/A—144,697-144,697-100%$11.3M———
Kiltearn Partners LLP
N/A—142,788-142,788-100%$11.2M———
World Investment Advisors
N/A—142,681-142,681-100%$12.3M———
Sio Capital Management, LLC
N/A—142,500-142,500-100%$11.1M———
Auxier Asset Management LLC
N/A—142,037-142,037-100%$11.1M———
Rafferty Asset Management, LLC
N/A—141,328-141,328-100%$11.1M———
Arkadios Wealth Advisors
N/A—139,771-139,771-100%$10.9M———
Nomura Holdings Inc
N/A—138,359-138,359-100%$10.8M———
Eventide Asset Management, LLC
N/A—138,227-138,227-100%$11.1M———
CCM Investment Advisers LLC
N/A—138,065-138,065-100%$10.8M———
O'shaughnessy Asset Management, LLC
N/A—137,324-137,324-100%$10.7M———
Lombard Odier Asset Management (Europe) Ltd
N/A—135,989-135,989-100%$10.6M———
Colrain Capital LLC
N/A—132,354-132,354-100%$10.4M———
MAI Capital Management
N/A—128,741-128,741-100%$10.1M———
Nomura Asset Management International Inc.
N/A—128,580-128,580-100%$10.1M———
IQ EQ Fund Management (Ireland) Ltd
N/A—126,069-126,069-100%$9.9M———
Blair William & Co
N/A—124,119-124,119-100%$9.7M———
First National Bank of Omaha
N/A—123,811-123,811-100%$9.9M———
Picton Mahoney Asset Management
N/A—121,805-121,805-100%$9.5M———
Hudson Bay Capital Management LP
N/A—120,000-120,000-100%$9.4M———
Verition Fund Management LLC
N/A—119,489-119,489-100%$9.3M———
Osmosis Investment Management UK Ltd
N/A—118,885-118,885-100%$9.3M———
Purpose Unlimited Inc.
N/A—118,677-118,677-100%$9.3M———
Private Advisor Group, LLC
N/A—118,171-118,171-100%$9.2M———
Fisher Asset Management, LLC
N/A—117,104-117,104-100%$9.2M———
Waverly Advisors, LLC
N/A—116,780-116,780-100%$9.1M———
Howe & Rusling Inc
N/A—115,218-115,218-100%$9.0M———
Davidson Kempner Capital Management LP
N/A—114,800-114,800-100%$9.0M———
Intesa Sanpaolo S.p.A.
N/A—114,277-114,277-100%$8.9M———
Magellan Asset Management Ltd
N/A—113,048-113,048-100%$8.8M———
Cary Street Partners Financial LLC
N/A—112,940-112,940-100%$8.8M———
Van Eck Associates Corp
N/A—112,566-112,566-100%$8.8M———
CI Investments Inc.
N/A—111,042-111,042-100%$8.7M———
Emerald Investment Advisers, LLC
N/A—109,651-109,651-100%$8.6M———
Jump Financial, LLC
N/A—109,528-109,528-100%$8.6M———
S&CO Inc
N/A—108,128-108,128-100%$8.5K———
Vanguard Personalized Indexing Management, LLC
N/A—107,336-107,336-100%$8.4M———
Advisory Services Network, LLC
N/A—106,820-106,820-100%$8.4M———
Bank of Nova Scotia Trust Co
N/A—106,740-106,740-100%$8.4M———
WCG Wealth Advisors LLC
N/A—106,498-106,498-100%$8.3M———
Ogorek Anthony Joseph
N/A—104,699-104,699-100%$8.2K———
Intech Investment Management LLC
N/A—103,572-103,572-100%$8.1M———
Game Creek Capital, LP
N/A—101,750-101,750-100%$8.0M———
IEQ Capital, LLC
N/A—100,956-100,956-100%$7.9M———
Diversified Trust Co
N/A—100,658-100,658-100%$7.9M———
Mizuho Securities USA LLC
N/A—100,514-100,514-100%$7.9M———
First American Trust, FSB
N/A—99,392-99,392-100%$7.8M———
Providence Capital Advisors, LLC
N/A—97,100-97,100-100%$7.6M———
Regal Investment Advisors LLC
N/A—96,561-96,561-100%$7.6M———
SIT Investment Associates Inc
N/A—96,225-96,225-100%$7.5K———
Argent Trust Co
N/A—95,511-95,511-100%$7.5M———
River Road Asset Management, LLC
N/A—94,799-94,799-100%$7.4M———
TriCert Investment Counsel Inc.
N/A—93,570-93,570-100%$7.3M———
Marco Investment Management LLC
N/A—92,878-92,878-100%$7.3M———
Vestmark Advisory Solutions, Inc.
N/A—92,156-92,156-100%$7.2M———
Tocqueville Asset Management L.P.
N/A—90,968-90,968-100%$7.1M———
Estabrook Capital Management
N/A—90,289-90,289-100%$7.1M———
Orion Porfolio Solutions, LLC
N/A—90,220-90,220-100%$7.1M———
Caption Management, LLC
N/A—90,000-90,000-100%$7.0M———
Clark Estates Inc
N/A—90,000-90,000-100%$7.0M———
Saudi Central Bank
N/A—89,872-89,872-100%$7.0M———
Havemeyer Place LP
N/A—89,514-89,514-100%$7.0M———
Lansdowne Partners (UK) LLP
N/A—88,839-88,839-100%$6.9M———
Anchor Investment Management, LLC
N/A—84,404-84,404-100%$6.6M———
Zions Bancorporation, National Association
N/A—84,120-84,120-100%$6.6M———
Manning & Napier Advisors LLC
N/A—83,027-83,027-100%$6.7M———
Vident Advisory, LLC
N/A—82,127-82,127-100%$6.4M———
Investment Management Corp of Ontario
N/A—81,896-81,896-100%$6.4M———
ST Germain D J Co Inc
N/A—81,838-81,838-100%$6.4M———
Wealthfront Advisers LLC
N/A—81,269-81,269-100%$6.4M———
Kentucky Retirement Systems
N/A—80,959-80,959-100%$6.3M———
Norinchukin Bank, The
N/A—78,506-78,506-100%$6.1M———
Allianz SE
N/A—78,498-78,498-100%$6.1M———
Azimuth Capital Investment Management LLC
N/A—77,746-77,746-100%$6.1M———
Bleakley Financial Group, LLC
N/A—77,500-77,500-100%$6.1M———
Geneos Wealth Management Inc.
N/A—76,274-76,274-100%$6.0M———
K.J. Harrison & Partners Inc
N/A—75,596-75,596-100%$5.9M———
Principal Securities, Inc.
N/A—75,385-75,385-100%$5.9M———
Stamos Capital Partners, L.P.
N/A—74,654-74,654-100%$5.8M———
Envestnet Portfolio Solutions, Inc.
N/A—73,993-73,993-100%$5.8M———
Sompo Asset Management Co., Ltd.
N/A—73,403-73,403-100%$5.7M———
Sirios Capital Management L P
N/A—73,119-73,119-100%$5.7M———
Woodline Partners LP
N/A—73,108-73,108-100%$5.7M———
Easterly Investment Partners LLC
N/A—73,000-73,000-100%$5.7M———
Dakota Wealth Management
N/A—72,552-72,552-100%$5.7M———
Pinnacle Financial Partners, Inc.
N/A—72,108-72,108-100%$5.6M———
Advisors Asset Management, Inc.
N/A—71,709-71,709-100%$5.6M———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—71,306-71,306-100%$5.6M———
Banque Cantonale Vaudoise
N/A—70,513-70,513-100%$5.5K———
PFG Investments, LLC
N/A—70,457-70,457-100%$5.5M———
Independent Advisor Alliance
N/A—70,072-70,072-100%$5.5M———
Avidity Partners Management LP
N/A—70,000-70,000-100%$5.5M———
Spinnaker Trust
N/A—69,721-69,721-100%$5.5M———
Cinctive Capital Management LP
N/A—68,615-68,615-100%$5.4M———
GSA Capital Partners LLP
N/A—68,541-68,541-100%$5.4K———
Alpine Woods Capital Investors, LLC
N/A—68,491-68,491-100%$5.4M———
EagleClaw Capital Managment, LLC
N/A—67,845-67,845-100%$5.3M———
Walleye Capital LLC
N/A—67,268-67,268-100%$5.3M———
Omers Administration Corp
N/A—66,248-66,248-100%$5.2M———
Tudor Investment Corp ET AL
N/A—65,665-65,665-100%$5.1M———
BTC Capital Management, Inc.
N/A—64,820-64,820-100%$5.1M———
Stratos Wealth Partners, Ltd.
N/A—64,725-64,725-100%$5.1M———
Merit Financial Group, LLC
N/A—64,678-64,678-100%$5.1M———
Siemens Fonds Invest GmbH
N/A—64,620-64,620-100%$5.1M———
SlateStone Wealth, LLC
N/A—62,995-62,995-100%$4.9K———
Allstate Corp
N/A—62,909-62,909-100%$4.9M———
Tevis Investment Management
N/A—62,241-62,241-100%$4.9M———
Moors & Cabot, Inc.
N/A—62,233-62,233-100%$4.9M———
Ostrum Asset Management
N/A—61,875-61,875-100%$4.8M———
Mediolanum International Funds Ltd
N/A—61,723-61,723-100%$5.0M———
Morgan Dempsey Capital Management LLC
N/A—61,417-61,417-100%$4.8M———
Arax Advisory Partners
N/A—60,057-60,057-100%$4.7M———
Coston, McIsaac & Partners
N/A—59,948-59,948-100%$4.7K———
Mandatum Life Insurance Co Ltd
N/A—59,138-59,138-100%$4.6M———
Global Retirement Partners, LLC
N/A—59,031-59,031-100%$4.6M———
Quantbot Technologies LP
N/A—57,346-57,346-100%$4.5M———
Palouse Capital Management, Inc.
N/A—57,027-57,027-100%$4.5M———
Zhang Financial LLC
N/A—56,984-56,984-100%$4.5M———
Lifeworks Advisors, LLC
N/A—55,996-55,996-100%$4.4M———
Money Concepts Capital Corp
N/A—55,181-55,181-100%$4.3M———
Horizon Investments, LLC
N/A—54,385-54,385-100%$4.3M———
ABN Amro Bank N.V.
N/A—53,478-53,478-100%$4.2M———
Groupama Asset Managment
N/A—53,429-53,429-100%$4.3M———
Needham Investment Management LLC
N/A—53,041-53,041-100%$4.1M———
Coastal Bridge Advisors, LLC
N/A—52,532-52,532-100%$4.1M———
First Manhattan Co. Llc.
N/A—52,309-52,309-100%$4.1M———
Boston Research & Management Inc
N/A—51,201-51,201-100%$4.0M———
Level Four Advisory Services, LLC
N/A—51,008-51,008-100%$4.0M———
GeoWealth Management, LLC
N/A—50,382-50,382-100%$3.9M———
Mufg Securities Emea plc
N/A—50,201-50,201-100%$3.9M———
Triglav Investments, D.O.O.
N/A—49,909-49,909-100%$3.9M———
Allworth Financial LP
N/A—49,775-49,775-100%$3.9M———
Morningstar Investment Management LLC
N/A—48,878-48,878-100%$4.2M———
Aptus Capital Advisors, LLC
N/A—48,434-48,434-100%$3.8M———
Round Hill Asset Management
N/A—48,245-48,245-100%$3.8M———
Proactive Wealth Strategies LLC
N/A—47,819-47,819-100%$3.7M———
Headinvest, LLC
N/A—47,247-47,247-100%$3.7M———
Commerzbank Aktiengesellschaft
N/A—47,183-47,183-100%$3.7K———
Mattson Financial Services, LLC
N/A—47,080-47,080-100%$3.9M———
Wealth Advisors of Tampa Bay, LLC
N/A—46,772-46,772-100%$3.7M———
Dearborn Partners LLC
N/A—46,112-46,112-100%$3.6M———
Farmers National Bank
N/A—45,969-45,969-100%$3.6M———
Numerai GP LLC
N/A—45,297-45,297-100%$3.5M———
Clearstead Advisors, LLC
N/A—45,296-45,296-100%$3.5M———
Argent Advisors, Inc.
N/A—44,475-44,475-100%$3.5M———
Group One Trading LLC
N/A—44,220-44,220-100%$3.5M———
Core Alternative Capital
N/A—44,037-44,037-100%$3.4M———
Ally Financial Inc.
N/A—44,000-44,000-100%$3.4M———
Sequoia Financial Advisors, LLC
N/A—43,829-43,829-100%$3.4M———
Berkshire Asset Management LLC
N/A—43,725-43,725-100%$3.4M———
Snowden Capital Advisors LLC
N/A—43,299-43,299-100%$3.4M———
Morton Community Bank
N/A—43,207-43,207-100%$3.4M———
Kinloch Capital, LLC
N/A—42,922-42,922-100%$3.4M———
MainStreet Investment Advisors LLC
N/A—42,878-42,878-100%$3.4M———
Rothschild Investment LLC
N/A—42,647-42,647-100%$3.3M———
Caprock Group, LLC
N/A—42,195-42,195-100%$3.3M———
Mutual Advisors, LLC
N/A—41,362-41,362-100%$3.2M———
BFC Planning, Inc.
N/A—41,182-41,182-100%$3.2M———
Gabelli Funds LLC
N/A—41,000-41,000-100%$3.2M———
Fred Alger Management, LLC
N/A—40,535-40,535-100%$3.2M———
Haverford Financial Services, Inc.
N/A—40,230-40,230-100%$3.1M———
Cofg Advisors, LLC
N/A—39,771-39,771-100%$3.1M———
Hantz Financial Services, Inc.
N/A—39,706-39,706-100%$3.1K———
Bluespring Wealth Management, LLC
N/A—39,438-39,438-100%$3.1M———
Centric Wealth Management
N/A—39,227-39,227-100%$3.1M———
Savant Capital, LLC
N/A—38,763-38,763-100%$3.3M———
Equitable Holdings, Inc.
N/A—38,680-38,680-100%$3.0M———
Mufg Securities Americas Inc.
N/A—38,669-38,669-100%$3.0M———
Daiichi Life Insurance Co., Ltd.
N/A—38,610-38,610-100%$3.0M———
Ancora Advisors LLCA
N/A—38,416-38,416-100%$3.0M———
Rathbones Group PLC
N/A—38,345-38,345-100%$3.0M———
Stratos Investment Management, LLC
N/A—37,686-37,686-100%$2.9M———
Stance Capital LLC
N/A—37,323-37,323-100%$2.9M———
Foundations Investment Advisors, LLC
N/A—36,563-36,563-100%$2.9M———
Family Manage LLC
N/A—36,521-36,521-100%$2.9M———
Twin City Private Wealth, LLC
N/A—36,466-36,466-100%$2.9M———
Prudential PLC
N/A—36,243-36,243-100%$2.8M———
Westpac Banking Corp
N/A—35,564-35,564-100%$2.8M———
All Terrain Financial Advisors, LLC
N/A—35,276-35,276-100%$2.8M———
44 Wealth Management LLC
N/A—35,205-35,205-100%$2.8M———
Caisse DES Depots ET Consignations
N/A—35,076-35,076-100%$2.7M———
Callan Family Office, LLC
N/A—34,958-34,958-100%$2.7M———
Integrated Wealth Concepts LLC
N/A—34,691-34,691-100%$2.7M———
SWP Investment Management LLC
N/A—34,393-34,393-100%$2.7M———
Securian Asset Management, Inc
N/A—34,155-34,155-100%$2.8M———
Sivia Capital Partners, LLC
N/A—33,871-33,871-100%$2.6M———
F/m Investments LLC
N/A—33,776-33,776-100%$2.6M———
Kentucky Retirement Systems Insurance Trust Fund
N/A—33,597-33,597-100%$2.6M———
Tower Bridge Advisors
N/A—33,584-33,584-100%$2.6M———
Point Windward Advisors Inc.
N/A—33,014-33,014-100%$2.6M———
Becker Capital Management Inc
N/A—32,870-32,870-100%$2.6M———
Qsemble Capital Management, LP
N/A—32,835-32,835-100%$2.6M———
Lombard Odier Asset Management (Switzerland) SA
N/A—32,450-32,450-100%$2.5M———
Edgestream Partners, L.P.
N/A—32,383-32,383-100%$2.5M———
FWL Investment Management, LLC
N/A—32,316-32,316-100%$2.5M———
Fiduciary Trust Co
N/A—32,068-32,068-100%$2.5M———
Magnetar Financial LLC
N/A—31,504-31,504-100%$2.5M———
EP Wealth Advisors, LLC
N/A—31,445-31,445-100%$2.5M———
Tower Research Capital LLC (TRC)
N/A—31,327-31,327-100%$2.5M———
Summit Trail Advisors, LLC
N/A—31,021-31,021-100%$2.4M———
Rock Springs Capital Management LP
N/A—30,900-30,900-100%$2.4M———
Metis Global Partners, LLC
N/A—30,863-30,863-100%$2.4M———
Mosaic Family Wealth Partners, LLC
N/A—30,717-30,717-100%$2.4M———
Wahed Invest LLC
N/A—30,526-30,526-100%$2.4M———
Aster Capital Management (Difc) Ltd
N/A—29,970-29,970-100%$2.3M———
Systematic Alpha Investments, LLC
N/A—29,701-29,701-100%$2.3M———
Segall Bryant & Hamill, LLC
N/A—29,330-29,330-100%$2.3M———
Vectors Research Management, LLC
N/A—29,312-29,312-100%$2.3M———
Bradley Foster & Sargent Inc
N/A—29,052-29,052-100%$2.3M———
Choate Investment Advisors
N/A—28,986-28,986-100%$2.3M———
Voya Financial Advisors, Inc.
N/A—28,582-28,582-100%$2.3M———
Sciencast Management LP
N/A—28,448-28,448-100%$2.2M———
AXQ Capital, LP
N/A—28,303-28,303-100%$2.2M———
Sound View Wealth Advisors Group, LLC
N/A—28,246-28,246-100%$2.2M———
McMillan Office, Inc.
N/A—28,222-28,222-100%$2.2M———
FSB Premier Wealth Management, Inc.
N/A—28,154-28,154-100%$2.2M———
SVB Wealth LLC
N/A—27,552-27,552-100%$2.2M———
NewEdge Wealth, LLC
N/A—27,017-27,017-100%$2.1M———
Freestone Capital Holdings, LLC
N/A—26,923-26,923-100%$2.1M———
Longfellow Investment Management Co LLC
N/A—26,384-26,384-100%$2.1M———
Beacon Pointe Advisors, LLC
N/A—26,375-26,375-100%$2.1M———
Boston Family Office LLC
N/A—26,248-26,248-100%$2.1K———
Millington Financial Advisors, LLC
N/A—26,120-26,120-100%$2.2M———
Evercore Wealth Management, LLC
N/A—26,039-26,039-100%$2.0M———
Citizens & Northern Corp
N/A—25,866-25,866-100%$2.0M———
Ossiam
N/A—25,608-25,608-100%$2.0M———
Transcend Capital Advisors, LLC
N/A—25,532-25,532-100%$2.0M———
Vestcor Inc
N/A—25,513-25,513-100%$2.0K———
NorthRock Partners, LLC
N/A—25,278-25,278-100%$2.0M———
Peak Asset Management, LLC
N/A—25,028-25,028-100%$2.0M———
Aigen Investment Management, LP
N/A—24,962-24,962-100%$2.0M———
Occudo Quantitative Strategies LP
N/A—24,662-24,662-100%$1.9M———
Capstone Investment Advisors, LLC
N/A—24,265-24,265-100%$1.9M———
Summit Financial, LLC
N/A—24,218-24,218-100%$1.9M———
Meiji Yasuda Life Insurance Co
N/A—24,191-24,191-100%$1.9M———
T. Rowe Price Investment Management, Inc.
N/A—24,100-24,100-100%$1.9K———
Westwood Holdings Group Inc
N/A—23,831-23,831-100%$1.9M———
Townsquare Capital LLC
N/A—23,670-23,670-100%$1.9M———
Alerus Financial NA
N/A—23,445-23,445-100%$1.8M———
FOX RUN Management, L.L.C.
N/A—23,397-23,397-100%$1.8M———
Gladstone Institutional Advisory LLC
N/A—23,375-23,375-100%$1.8M———
Kennedy Capital Management LLC
N/A—23,297-23,297-100%$1.8M———
Smartleaf Asset Management LLC
N/A—23,270-23,270-100%$1.9M———
Walter & Keenan Wealth Management LLC
N/A—23,028-23,028-100%$1.8M———
Dorsey & Whitney Trust Co LLC
N/A—23,021-23,021-100%$1.8M———
Foster & Motley Inc
N/A—22,847-22,847-100%$1.8K———
Kingsview Wealth Management, LLC
N/A—22,736-22,736-100%$1.8M———
Mcintyre Freedman & Flynn Investment Advisers Inc
N/A—22,517-22,517-100%$1.8M———
United Bank
N/A—22,502-22,502-100%$1.8M———
Capitolis Liquid Global Markets LLC
N/A—22,490-22,490-100%$1.8M———
Meeder Advisory Services, Inc.
N/A—22,442-22,442-100%$1.8M———
Great Valley Advisor Group, Inc.
N/A—21,967-21,967-100%$1.7M———
Laird Norton Wetherby Trust Company, LLC
N/A—21,687-21,687-100%$1.7M———
Drexel Morgan & Co.
N/A—21,546-21,546-100%$1.7M———
Coldstream Capital Management Inc
N/A—21,334-21,334-100%$1.7M———
Harbour Investments, Inc.
N/A—21,324-21,324-100%$1.7M———
Brown Financial Advisors
N/A—21,200-21,200-100%$1.7M———
Banco de Sabadell, S.a
N/A—21,155-21,155-100%$1.7K———
Rowlandmiller & Partners.adv
N/A—21,008-21,008-100%$1.6M———
Western Wealth Management, LLC
N/A—20,693-20,693-100%$1.6M———
R Squared Ltd
N/A—20,617-20,617-100%$1.6M———
IHT Wealth Management, LLC
N/A—20,583-20,583-100%$1.6M———
Nicolet Bankshares Inc
N/A—20,491-20,491-100%$1.7M———
Empire Financial Management Company, LLC
N/A—20,409-20,409-100%$1.6M———
Flputnam Investment Management Co
N/A—20,084-20,084-100%$1.6M———
Ingalls & Snyder LLC
N/A—19,933-19,933-100%$1.6K———
MidFirst Bank
N/A—19,910-19,910-100%$1.6M———
Nicholson Wealth Management Group, LLC
N/A—19,895-19,895-100%$1.6M———
Annandale Capital, LLC
N/A—19,044-19,044-100%$1.5K———
Aperture Investors, LLC
N/A—19,024-19,024-100%$1.5M———
Prosperity Consulting Group, LLC
N/A—18,961-18,961-100%$1.5M———
Entropy Technologies, LP
N/A—18,484-18,484-100%$1.4M———
New England Asset Management Inc
N/A—18,390-18,390-100%$1.4M———
Shelton Capital Management
N/A—18,374-18,374-100%$1.4M———
Johnson Financial Group, Inc.
N/A—18,327-18,327-100%$1.4M———
Bridges Investment Management Inc
N/A—18,190-18,190-100%$1.4M———
Berger Financial Group, Inc
N/A—18,037-18,037-100%$1.4M———
Pettyjohn, Wood & White, Inc
N/A—18,031-18,031-100%$1.4M———
Peloton Wealth Strategists
N/A—17,980-17,980-100%$1.4K———
Clarkston Capital Partners, LLC
N/A—17,966-17,966-100%$1.4M———
Auxano Advisors, LLC
N/A—17,890-17,890-100%$1.4M———
Savvy Advisors, Inc.
N/A—17,865-17,865-100%$1.4M———
Berkeley Capital Partners, LLC
N/A—17,829-17,829-100%$1.4M———
Aimz Investment Advisors, LLC
N/A—17,735-17,735-100%$1.4M———
AE Wealth Management LLC
N/A—17,556-17,556-100%$1.4M———
Lighthouse Investment Partners, LLC
N/A—17,520-17,520-100%$1.4M———
Wealth Alliance, LLC
N/A—17,451-17,451-100%$1.4M———
Claret Asset Management Corp
N/A—17,028-17,028-100%$1.3K———
Sargent Investment Group, LLC
N/A—16,839-16,839-100%$1.3M———
Lowe Brockenbrough & Co Inc
N/A—16,654-16,654-100%$1.3M———
Silvercrest Asset Management Group LLC
N/A—16,579-16,579-100%$1.3M———
Quadrature Capital Ltd
N/A—16,372-16,372-100%$1.3M———
Crux Wealth Advisors
N/A—16,252-16,252-100%$1.3M———
WealthShield Partners, LLC
N/A—16,006-16,006-100%$1.3M———
Ameritas Advisory Services, LLC
N/A—15,975-15,975-100%$1.2M———
Miller Investment Management, LP
N/A—15,885-15,885-100%$1.2M———
Personal CFO Solutions, LLC
N/A—15,838-15,838-100%$1.3M———
Tradition Wealth Management, LLC
N/A—15,837-15,837-100%$1.2M———
HM Payson & Co
N/A—15,730-15,730-100%$1.2M———
Focus Partners Advisor Solutions, LLC
N/A—15,629-15,629-100%$1.2M———
OAK Associates LTD
N/A—15,485-15,485-100%$1.2M———
Webster Bank, N. A.
N/A—15,447-15,447-100%$1.2M———
Main Street Financial Solutions, LLC
N/A—15,411-15,411-100%$1.2M———
Capital International Sarl
N/A—15,391-15,391-100%$1.2M———
CSS LLC
N/A—15,080-15,080-100%$1.2M———
Viawealth, LLC
N/A—15,046-15,046-100%$1.2M———
Advyzon Investment Management, LLC
N/A—15,042-15,042-100%$1.2M———
Atlantic Union Bankshares Corp
N/A—14,958-14,958-100%$1.2M———
Phoenix Financial Ltd.
N/A—14,877-14,877-100%$1.2M———
Annis Gardner Whiting Capital Advisors, LLC
N/A—14,742-14,742-100%$1.2M———
Arete Wealth Advisors, LLC
N/A—14,609-14,609-100%$1.1M———
Dynamic Technology Lab Private Ltd
N/A—14,395-14,395-100%$1.1M———
Kesler, Norman & Wride, LLC
N/A—14,375-14,375-100%$1.1M———
Naviter Wealth, LLC
N/A—14,348-14,348-100%$1.1M———
Strategic Investment Advisors / MI
N/A—14,222-14,222-100%$1.1M———
Oversea-Chinese Banking Corp Ltd
N/A—14,192-14,192-100%$1.1M———
Drucker Wealth 3.0, LLC
N/A—14,190-14,190-100%$1.1M———
Lionhunter Capital Management, LLC
N/A—14,104-14,104-100%$1.1M———
Modern Wealth Management, LLC
N/A—14,033-14,033-100%$1.1M———
Composition Wealth, LLC
N/A—14,026-14,026-100%$1.1M———
DoubleLine ETF Adviser LP
N/A—14,017-14,017-100%$1.1M———
Frec Markets, Inc.
N/A—14,000-14,000-100%$1.1M———
AR Asset Management Inc
N/A—14,000-14,000-100%$1.1K———
Kovack Advisors, Inc.
N/A—13,914-13,914-100%$1.1M———
Pallas Capital Advisors LLC
N/A—13,872-13,872-100%$1.1M———
CreativeOne Wealth, LLC
N/A—13,581-13,581-100%$1.1M———
Ballentine Partners, LLC
N/A—13,573-13,573-100%$1.1M———
Fayez Sarofim & Co
N/A—13,397-13,397-100%$1.0M———
Hilltop Holdings Inc.
N/A—13,378-13,378-100%$1.0M———
Intrust Bank NA
N/A—12,964-12,964-100%$1.0M———
Mirabaud Asset Management Ltd
N/A—12,932-12,932-100%$1.0M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—12,848-12,848-100%$1.0M———
Fortress Private Ledger, LLC
N/A—12,634-12,634-100%$988.4K———
Bank OZK
N/A—12,476-12,476-100%$976.0K———
Triton Financial Group Inc
N/A—12,428-12,428-100%$972.2K———
Wealthspire Advisors, LLC
N/A—12,319-12,319-100%$963.7K———
Clare Market Investments LLC
N/A—12,277-12,277-100%$960.4K———
Vance Wealth, LLC
N/A—12,249-12,249-100%$967.0K———
Phillips Wealth Planners LLC
N/A—12,236-12,236-100%$1.0M———
First Commonwealth Financial Corp
N/A—12,235-12,235-100%$957.2K———
Logan Capital Management Inc
N/A—12,153-12,153-100%$950.7K———
Trivium Point Advisory, LLC
N/A—12,147-12,147-100%$950.2K———
Tulsa Wealth Advisors, Inc
N/A—12,079-12,079-100%$944.9K———
Two Sigma Securities, LLC
N/A—12,011-12,011-100%$939.6K———
HBK Sorce Advisory LLC
N/A—12,001-12,001-100%$1.0M———
SBI Okasan Asset Management Co.Ltd.
N/A—12,000-12,000-100%$971.2K———
Sachetta, LLC
N/A—11,989-11,989-100%$938.0K———
Keystone Financial Services
N/A—11,949-11,949-100%$934.8K———
Castlekeep Investment Advisors LLC
N/A—11,834-11,834-100%$925.8K———
Schulhoff & Co Inc
N/A—11,821-11,821-100%$924.8K———
Cape ANN Savings Bank
N/A—11,707-11,707-100%$915.8K———
TCM Advisors, LLC
N/A—11,518-11,518-100%$901.1K———
RWA Wealth Partners, LLC
N/A—11,355-11,355-100%$888.3K———
Ameritas Investment Partners, Inc.
N/A—11,327-11,327-100%$886.1K———
Sectoral Asset Management Inc
N/A—11,100-11,100-100%$876.3K———
Meadowbrook Advisors Group, LLC
N/A—11,017-11,017-100%$861.9K———
New Age Alpha Advisors, LLC
N/A—10,845-10,845-100%$848.4K———
Bearing Point Capital, LLC
N/A—10,796-10,796-100%$844.6K———
Essex Financial Services, Inc.
N/A—10,463-10,463-100%$818.5K———
Legacy Capital Group California, Inc.
N/A—10,418-10,418-100%$815.0K———
Belpointe Asset Management LLC
N/A—10,258-10,258-100%$802.5K———
Connable Office Inc
N/A—10,208-10,208-100%$798.6K———
Cahill Financial Advisors Inc
N/A—10,206-10,206-100%$798.4K———
Simmons Bank
N/A—10,205-10,205-100%$798.3K———
First National Advisers, LLC
N/A—10,171-10,171-100%$795.7K———
CVA Family Office, LLC
N/A—10,083-10,083-100%$788.8K———
Park Place Capital Corp
N/A—10,018-10,018-100%$783.7K———
Pine Valley Investments Ltd Liability Co
N/A—10,011-10,011-100%$785.8K———
Smith, Moore & Co.
N/A—10,000-10,000-100%$782.3K———
Bowen Hanes & Co Inc
N/A—9,904-9,904-100%$858.2K———
LRI Investments, LLC
N/A—9,871-9,871-100%$772.2K———
1ST Source Bank
N/A—9,866-9,866-100%$771.8K———
Ausdal Financial Partners, Inc.
N/A—9,817-9,817-100%$768.2K———
Rehmann Capital Advisory Group
N/A—9,799-9,799-100%$766.5K———
Tranquilli Financial Advisor LLC
N/A—9,712-9,712-100%$759.8K———
Nvest Financial, LLC
N/A—9,688-9,688-100%$757.9K———
Truvestments Capital LLC
N/A—9,680-9,680-100%$757.3K———
Insigneo Advisory Services, LLC
N/A—9,650-9,650-100%$754.9K———
17 Capital Partners, LLC
N/A—9,626-9,626-100%$753.0K———
Banque Transatlantique SA
N/A—9,620-9,620-100%$752.6K———
Red Door Wealth Management, LLC
N/A—9,591-9,591-100%$750.3K———
Mrwm Advisors, LLC
N/A—9,582-9,582-100%$749.6K———
Bull Harbor Capital LLC
N/A—9,559-9,559-100%$747.8K———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—9,539-9,539-100%$746.2K———
Advisory Alpha, LLC
N/A—9,483-9,483-100%$741.9K———
Impact Partnership Wealth, LLC
N/A—9,436-9,436-100%$738.2K———
Boothbay Fund Management, LLC
N/A—9,417-9,417-100%$736.7K———
Keynote Financial Services LLC
N/A—9,343-9,343-100%$730.9K———
Moneta Group Investment Advisors LLC
N/A—9,246-9,246-100%$723.4K———
Credit Industriel ET Commercial
N/A—9,082-9,082-100%$710.5K———
Xcelsior Advisor Partners LLC
N/A—9,051-9,051-100%$708.1K———
Pingora Partners LLC
N/A—9,000-9,000-100%$704.1K———
Stock Yards Bank & Trust Co
N/A—8,967-8,967-100%$701.5K———
Marex Group Ltd
N/A—8,948-8,948-100%$700.0K———
Monetary Management Group Inc
N/A—8,925-8,925-100%$698.2K———
Winch Advisory Services, LLC
N/A—8,923-8,923-100%$698.1K———
Transamerica Financial Advisors, LLC
N/A—8,888-8,888-100%$698.2K———
Strategic Financial Concepts, LLC
N/A—8,886-8,886-100%$695.1K———
Hudson Portfolio Management LLC
N/A—8,855-8,855-100%$692.7K———
Sumitomo Life Insurance Co
N/A—8,834-8,834-100%$691.1K———
Baldwin Investment Management, LLC
N/A—8,826-8,826-100%$690.5K———
Alan B Lancz & Associates, Inc.
N/A—8,808-8,808-100%$689.1K———
Mitchell Mcleod Pugh & Williams Inc
N/A—8,779-8,779-100%$686.8K———
Pitti Group Wealth Management, LLC
N/A—8,724-8,724-100%$682.5K———
E Fund Management Co., Ltd.
N/A—8,679-8,679-100%$679.0K———
Spwm Advisors LLC
N/A—8,588-8,588-100%$714.5K———
Ceeto Capital Group, LLC
N/A—8,550-8,550-100%$674———
Hamilton Wealth, LLC
N/A—8,540-8,540-100%$668.1K———
Glen Eagle Advisors, LLC
N/A—8,358-8,358-100%$653.9K———
Farringdon Capital, Ltd.
N/A—8,312-8,312-100%$650.2K———
Roehl & Yi Investment Advisors, LLC
N/A—8,276-8,276-100%$647.4K———
Christine Messmer PC
N/A—8,237-8,237-100%$644.4K———
Martingale Asset Management L P
N/A—8,200-8,200-100%$641.5K———
Alphadyne Asset Management LP
N/A—8,111-8,111-100%$634.5K———
Beacon Investment Advisors LLC
N/A—8,084-8,084-100%$632.4K———
Twin Capital Management Inc
N/A—8,064-8,064-100%$630.8K———
Prestige Wealth Management Group LLC
N/A—7,981-7,981-100%$630.1K———
Alteri Wealth LLC
N/A—7,960-7,960-100%$622.7K———
Pinnacle West Asset Management, Inc.
N/A—7,955-7,955-100%$622———
IFG Advisory, LLC
N/A—7,863-7,863-100%$615.1K———
Boyar Asset Management Inc.
N/A—7,782-7,782-100%$608.8K———
Vela Investment Management, LLC
N/A—7,734-7,734-100%$605.0K———
Kiker Wealth Management, LLC
N/A—7,676-7,676-100%$600.5K———
Crews Bank & Trust
N/A—7,676-7,676-100%$600.5K———
Constant Guidance Financial LLC
N/A—7,600-7,600-100%$594.5K———
Rogco, LP
N/A—7,592-7,592-100%$593.9K———
Resurgent Financial Advisors LLC
N/A—7,529-7,529-100%$589.0K———
Martin & Co Inc
N/A—7,516-7,516-100%$588.0K———
BCS Private Wealth Management, Inc.
N/A—7,480-7,480-100%$590.5K———
SageView Advisory Group, LLC
N/A—7,464-7,464-100%$583.9K———
Drake & Associates, LLC
N/A—7,457-7,457-100%$583.4K———
Destination Wealth Management
N/A—7,451-7,451-100%$582.9K———
Qtron Investments LLC
N/A—7,372-7,372-100%$576.7K———
L2 Asset Management, LLC
N/A—7,340-7,340-100%$574.2K———
Atom Investors LP
N/A—7,255-7,255-100%$567.6K———
Rothschild Wealth LLC
N/A—7,233-7,233-100%$565.8K———
Weaver C. Barksdale & Associates, Inc.
N/A—7,176-7,176-100%$561.4K———
Coastwise Capital Group, LLC
N/A—7,105-7,105-100%$555.8K———
Keebeck Wealth Management
N/A—7,103-7,103-100%$560.8K———
CIM Investment Management Inc
N/A—6,996-6,996-100%$547.3K———
Roberts Glore & Co Inc
N/A—6,987-6,987-100%$546.6K———
Leavell Investment Management, Inc.
N/A—6,983-6,983-100%$551.3K———
Cheviot Value Management, LLC
N/A—6,883-6,883-100%$538.5K———
Gilbert & Cook, Inc.
N/A—6,876-6,876-100%$537.9K———
Centaurus Financial, Inc.
N/A—6,834-6,834-100%$535———
Shufro Rose & Co LLC
N/A—6,749-6,749-100%$528.0K———
SIG Brokerage, LP
N/A—6,736-6,736-100%$527.0K———
Catalyst Financial Partners LLC
N/A—6,711-6,711-100%$525.0K———
Asahi Life Asset Management Co., Ltd.
N/A—6,678-6,678-100%$522.4K———
Lcnb Corp
N/A—6,572-6,572-100%$514.1K———
NorthCoast Asset Management LLC
N/A—6,566-6,566-100%$513.7K———
Aberdeen Wealth Management LLC
N/A—6,508-6,508-100%$509.1K———
Syon Capital LLC
N/A—6,458-6,458-100%$505.2K———
RiverFront Investment Group, LLC
N/A—6,457-6,457-100%$505.1K———
Measured Wealth Private Client Group, LLC
N/A—6,430-6,430-100%$503.0K———
Cambria Investment Management, L.P.
N/A—6,411-6,411-100%$501.5K———
Mayflower Financial Advisors, LLC
N/A—6,406-6,406-100%$501.1K———
Sittner & Nelson, LLC
N/A—6,373-6,373-100%$498.6K———
Financial Engines Advisors L.L.C.
N/A—6,352-6,352-100%$496.9K———
Trinity Legacy Partners, LLC
N/A—6,340-6,340-100%$529.8K———
Great OAK Capital Partners, LLC
N/A—6,337-6,337-100%$529.6K———
White Pine Capital LLC
N/A—6,332-6,332-100%$495.4K———
Peregrine Asset Advisers, Inc.
N/A—6,322-6,322-100%$494.6K———
North Dallas Bank & Trust Co
N/A—6,199-6,199-100%$484.9K———
Quotient Wealth Partners, LLC
N/A—6,175-6,175-100%$483.1K———
Continuum Advisory, LLC
N/A—6,055-6,055-100%$473.7K———
Jupiter Wealth Management LLC
N/A—6,000-6,000-100%$469.4K———
Kera Capital Partners, Inc.
N/A—5,937-5,937-100%$464.5K———
West Michigan Advisors, LLC
N/A—5,918-5,918-100%$467.2K———
Aegis Wealth Management LLC
N/A—5,907-5,907-100%$462.1K———
Colonial Trust Co / SC
N/A—5,897-5,897-100%$461.3K———
BTG Pactual Asset Management US LLC
N/A—5,809-5,809-100%$454.4K———
LSV Asset Management
N/A—5,800-5,800-100%$454———
BlueStem Wealth Partners, LLC
N/A—5,711-5,711-100%$446.8K———
Hillman Capital Management, Inc.
N/A—5,707-5,707-100%$446.5K———
Sandro Wealth Management LLC
N/A—5,691-5,691-100%$445.2K———
Valmark Advisers, Inc.
N/A—5,637-5,637-100%$441.0K———
First National Bank & Trust Co of Newtown
N/A—5,594-5,594-100%$477.7K———
Harbour Wealth Management Group, Inc.
N/A—5,571-5,571-100%$435.8K———
Beta Wealth Group, Inc.
N/A—5,556-5,556-100%$434.6K———
Waddell & Associates, LLC
N/A—5,528-5,528-100%$432.5K———
Stonebrook Private Inc.
N/A—5,476-5,476-100%$428.4K———
Readystate Asset Management LP
N/A—5,451-5,451-100%$426.4K———
Ellevest, Inc.
N/A—5,417-5,417-100%$431.3K———
Polymer Capital Management (US) LLC
N/A—5,370-5,370-100%$420.1K———
LOS Angeles Capital Management LLC
N/A—5,351-5,351-100%$418.6K———
MQS Management LLC
N/A—5,335-5,335-100%$417.4K———
Forefront Analytics, LLC
N/A—5,319-5,319-100%$416.1K———
Keystone Financial Group
N/A—5,307-5,307-100%$415.2K———
Legacy Financial Advisors, Inc.
N/A—5,299-5,299-100%$414.5K———
Weiss Asset Management LP
N/A—5,167-5,167-100%$404.2K———
Blueshift Asset Management, LLC
N/A—5,128-5,128-100%$401.2K———
Defiance ETFs, LLC
N/A—5,118-5,118-100%$405.3K———
Generali Investments Towarzystwo Funduszy Inwestycyjnych
N/A—5,000-5,000-100%$391.2K———
Armistice Capital, LLC
N/A—4,947-4,947-100%$387.0K———
Chaney Capital Management, Inc.
N/A—4,939-4,939-100%$386.4K———
HighPoint Advisor Group LLC
N/A—4,929-4,929-100%$385.6K———
Westerkirk Capital Inc.
N/A—4,895-4,895-100%$382.9K———
FLC Capital Advisors
N/A—4,884-4,884-100%$382.1K———
One Capital Management, LLC
N/A—4,878-4,878-100%$422.7K———
PCB Capital LLC
N/A—4,862-4,862-100%$380.4K———
Parvin Asset Management, LLC
N/A—4,850-4,850-100%$379.4K———
Precision Wealth Strategies, LLC
N/A—4,842-4,842-100%$378.8K———
MOR Wealth Management, LLC
N/A—4,827-4,827-100%$377.6K———
Financial Advisors Network, Inc.
N/A—4,827-4,827-100%$377.6K———
Evolve Private Wealth, LLC
N/A—4,798-4,798-100%$377.7K———
Van Diest Capital, LLC
N/A—4,793-4,793-100%$375.0K———
Fullerton Fund Management Co Ltd.
N/A—4,757-4,757-100%$372.1K———
AssuredPartners Investment Advisors, LLC
N/A—4,716-4,716-100%$368.9K———
Peapack Gladstone Financial Corp
N/A—4,696-4,696-100%$368———
Quantum Portfolio Management LLC
N/A—4,661-4,661-100%$364.6K———
Optiver Holding B.V.
N/A—4,606-4,606-100%$360.3K———
Goldstone Financial Group, LLC
N/A—4,583-4,583-100%$358.5K———
Private Wealth Asset Management, LLC
N/A—4,516-4,516-100%$353.3K———
Vantus Wealth LLC
N/A—4,511-4,511-100%$352.9K———
Apriem Advisors
N/A—4,502-4,502-100%$352.2K———
PAX Financial Group, LLC
N/A—4,501-4,501-100%$352.1K———
SGL Investment Advisors, Inc.
N/A—4,467-4,467-100%$399.4K———
Gateway Wealth Partners, LLC
N/A—4,449-4,449-100%$348.0K———
US Asset Management LLC
N/A—4,426-4,426-100%$346.2K———
Abbot Financial Management, Inc.
N/A—4,418-4,418-100%$345.6K———
TRB Wealth Management, LLC
N/A—4,417-4,417-100%$345.5K———
Caldwell Sutter Capital, Inc.
N/A—4,379-4,379-100%$342.6K———
Quarry LP
N/A—4,342-4,342-100%$339.7K———
West Family Investments, Inc.
N/A—4,330-4,330-100%$338.7K———
Fiduciary Group, LLC
N/A—4,311-4,311-100%$337.3K———
Hall Capital Management Co Inc
N/A—4,302-4,302-100%$336.5K———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—4,299-4,299-100%$336.3K———
Trustco Bank Corp N Y
N/A—4,294-4,294-100%$335.9K———
Bollard Group LLC
N/A—4,253-4,253-100%$333———
Virtu Financial LLC
N/A—4,242-4,242-100%$332———
Everpar Advisors LLC
N/A—4,218-4,218-100%$330.0K———
Widmann Financial Services, Inc.
N/A—4,217-4,217-100%$329.9K———
Baker Avenue Asset Management, LP
N/A—4,212-4,212-100%$329.5K———
BSW Wealth Partners
N/A—4,203-4,203-100%$328.8K———
Cary Street Partners Investment Advisory LLC
N/A—4,188-4,188-100%$327.7K———
Bartlett & Co. Wealth Management LLC
N/A—4,181-4,181-100%$329.5K———
Perennial Investment Advisors, LLC
N/A—4,180-4,180-100%$327.0K———
Copley Financial Group, Inc.
N/A—4,149-4,149-100%$324.6K———
Aventura Private Wealth, LLC
N/A—4,120-4,120-100%$322.3K———
Vanguard National Trust Co
N/A—4,112-4,112-100%$321.7K———
Atalanta Sosnoff Capital, LLC
N/A—4,092-4,092-100%$320.1K———
Millstone Evans Group, LLC
N/A—4,091-4,091-100%$320.0K———
Checchi Capital Advisers, LLC
N/A—4,091-4,091-100%$320.1K———
Empower Advisory Group, LLC
N/A—4,090-4,090-100%$320.0K———
Graybill Wealth Management, Ltd.
N/A—4,061-4,061-100%$317.7K———
Bristlecone Value Partners, LLC
N/A—4,060-4,060-100%$317.6K———
Donaldson Capital Management, LLC
N/A—4,013-4,013-100%$313.9K———
Twin Lakes Capital Management, LLC
N/A—4,005-4,005-100%$313.3K———
Severin Investments, LLC
N/A—3,954-3,954-100%$309.3K———
Silver OAK Securities, Incorporated
N/A—3,905-3,905-100%$305.5K———
Proficio Capital Partners LLC
N/A—3,882-3,882-100%$303.7K———
Fortis Capital Advisors, LLC
N/A—3,873-3,873-100%$303.0K———
Faithward Advisors, LLC
N/A—3,833-3,833-100%$299.9K———
Evelyn Partners Group Ltd
N/A—3,808-3,808-100%$297.9K———
Stratos Wealth Advisors, LLC
N/A—3,800-3,800-100%$297.3K———
Oxford Asset Management LLP
N/A—3,790-3,790-100%$296.5K———
Moment Partners, LLC
N/A—3,640-3,640-100%$287.4K———
American Trust
N/A—3,636-3,636-100%$284.4K———
Nwam LLC
N/A—3,604-3,604-100%$282.0K———
Strive Financial Group,LLC
N/A—3,588-3,588-100%$280.7K———
NCM Capital Management, LLC
N/A—3,573-3,573-100%$279.5K———
Natural Investments, LLC
N/A—3,555-3,555-100%$278———
Ameriflex Group, Inc.
N/A—3,521-3,521-100%$275.4K———
Cyber Hornet ETFs LLC
N/A—3,498-3,498-100%$273.6K———
Mosaic Financial Group, LLC
N/A—3,469-3,469-100%$271———
CM Wealth Advisors LLC
N/A—3,468-3,468-100%$273.8K———
Aviso Financial Inc.
N/A—3,453-3,453-100%$270.1K———
North Star Asset Management Inc
N/A—3,406-3,406-100%$266.4K———
Summit Wealth Partners, LLC
N/A—3,393-3,393-100%$265.4K———
Rexford Capital Inc
N/A—3,370-3,370-100%$263.6K———
Okabena Investment Services Inc
N/A—3,358-3,358-100%$262.7K———
Balanced Rock Investment Advisors LLC
N/A—3,346-3,346-100%$261.8K———
Florida Financial Advisors, LLC
N/A—3,316-3,316-100%$259.3K———
Horizon Bancorp Inc
N/A—3,315-3,315-100%$259.0K———
Hexagon Capital Partners LLC
N/A—3,288-3,288-100%$257.2K———
Caerus Investment Advisors, LLC
N/A—3,273-3,273-100%$256.0K———
Coppell Advisory Solutions LLC
N/A—3,205-3,205-100%$205.8K———
AlphaGrep UK Ltd
N/A—3,163-3,163-100%$247.4K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—3,144-3,144-100%$246.0K———
Aspen Wealth Strategies, LLC
N/A—3,097-3,097-100%$242.3K———
Hardy Reed LLC
N/A—3,090-3,090-100%$241.7K———
Capital Wealth Planning, LLC
N/A—3,064-3,064-100%$239.7K———
Atlantic Family Wealth, LLC
N/A—3,044-3,044-100%$238.1K———
Insight 2811, Inc.
N/A—3,038-3,038-100%$237.7K———
Cozad Asset Management Inc
N/A—3,030-3,030-100%$237.1K———
Optas, LLC
N/A—3,020-3,020-100%$236.3K———
Founders Financial Alliance, LLC
N/A—3,019-3,019-100%$236.2K———
Persistent Asset Partners Ltd
N/A—3,012-3,012-100%$235.6K———
Wealth Management Strategies, Inc.
N/A—3,010-3,010-100%$235.5K———
Dynasty Wealth Management, LLC
N/A—2,960-2,960-100%$231.6K———
Martin Investment Management, LLC
N/A—2,906-2,906-100%$227.3K———
First Foundation Advisors
N/A—2,902-2,902-100%$227.0K———
Whetstone Capital Advisors, LLC
N/A—2,874-2,874-100%$224.8K———
Thomasville National Bank
N/A—2,871-2,871-100%$224.6K———
Holistic Financial Partners
N/A—2,870-2,870-100%$224.5K———
American Investment Services, Inc.
N/A—2,868-2,868-100%$224.4K———
Bravera Wealth
N/A—2,863-2,863-100%$224.0K———
Pure Financial Advisors, LLC
N/A—2,860-2,860-100%$223.7K———
GTS Securities LLC
N/A—2,843-2,843-100%$222.4K———
Affinity Investment Advisors, LLC
N/A—2,842-2,842-100%$222.3K———
Kintra Wealth, LLC
N/A—2,823-2,823-100%$255.7K———
Waterloo Capital, L.P.
N/A—2,820-2,820-100%$220.6K———
Alvarez & Marsal Private Wealth Partners, LLC
N/A—2,805-2,805-100%$221.5K———
Traub Capital Management LLC
N/A—2,761-2,761-100%$216.0K———
Flow Traders U.S. LLC
N/A—2,744-2,744-100%$215———
Fiduciary Financial Advisors
N/A—2,742-2,742-100%$214.1K———
Element Wealth, LLC
N/A—2,737-2,737-100%$214.1K———
VestGen Investment Management
N/A—2,651-2,651-100%$207.4K———
Beaton Management Co. Inc.
N/A—2,638-2,638-100%$206———
Fielder Capital Group LLC
N/A—2,605-2,605-100%$203.8K———
Ritter Daniher Financial Advisory LLC / de
N/A—2,597-2,597-100%$203.2K———
Legacy Trust
N/A—2,595-2,595-100%$203.0K———
Boyd Watterson Asset Management LLC
N/A—2,592-2,592-100%$202.8K———
Wealthspire Retirement, LLC
N/A—2,591-2,591-100%$202.7K———
Royal Capital Wealth Management, LLC
N/A—2,589-2,589-100%$202.5K———
Wellspring Financial Advisors, LLC
N/A—2,579-2,579-100%$202.4K———
Ethos Financial Group, LLC
N/A—2,548-2,548-100%$223.1K———
Venturi Wealth Management, LLC
N/A—2,505-2,505-100%$196.0K———
South Plains Financial, Inc.
N/A—2,487-2,487-100%$194.5K———
Bruce G. Allen Investments, LLC
N/A—2,442-2,442-100%$191.0K———
Wellington-Altus USA Inc.
N/A—2,294-2,294-100%$198.8K———
Meramec Financial Planners, LLC
N/A—2,070-2,070-100%$174.3K———
Delta Asset Management LLC
N/A—1,995-1,995-100%$156.1K———
HHM Wealth Advisors, LLC
N/A—1,934-1,934-100%$151.3K———
Silvant Capital Management LLC
N/A—1,932-1,932-100%$151.1K———
Quent Capital, LLC
N/A—1,842-1,842-100%$144.1K———
Laraway Financial Advisors Inc
N/A—1,841-1,841-100%$144.0K———
Institute for Wealth Management, Llc.
N/A—1,819-1,819-100%$142.3K———
Limestone Investment Advisors LP
N/A—1,810-1,810-100%$141.6K———
Eurizon SLJ Capital Ltd
N/A—1,722-1,722-100%$134.7K———
Wellington Grp LLC
N/A—1,556-1,556-100%$134.8K———
HighMark Wealth Management LLC
N/A—1,536-1,536-100%$120.2K———
Regatta Research & Money Management
N/A—1,474-1,474-100%$115.3K———
Smithfield Trust Co
N/A—1,429-1,429-100%$109———
Strategic Investment Solutions, Inc.
N/A—1,314-1,314-100%$102.8K———
Jackson, Grant Investment Advisers, Inc.
N/A—1,192-1,192-100%$93.2K———
CoreFirst Bank & Trust
N/A—1,160-1,160-100%$90.7K———
IMA Advisory Services, Inc.
N/A—1,150-1,150-100%$90.5K———
Strategic Wealth Advisors LLC
N/A—1,118-1,118-100%$107———
PlanVest Financial, Inc
N/A—1,091-1,091-100%$85.3K———
Palladiem, LLC
N/A—1,068-1,068-100%$83.6K———
Motco
N/A—1,030-1,030-100%$80.6K———
Mark Sheptoff Financial Planning, LLC
N/A—1,008-1,008-100%$78.9K———
GW&K Investment Management, LLC
N/A—997-997-100%$78———
Clearstead Trust, LLC
N/A—996-996-100%$77.9K———
Cetera Trust Company, N.a
N/A—975-975-100%$76.3K———
Bank of the Bluegrass & Trust Co.
N/A—932-932-100%$80.4K———
Bernard Wealth Management Corp.
N/A—914-914-100%$71.5K———
Dogwood Wealth Management LLC
N/A—903-903-100%$70.6K———
SOA Wealth Advisors, Llc.
N/A—774-774-100%$60.6K———
Roble, Belko & Company, Inc
N/A—667-667-100%$52———
SHP Wealth Management
N/A—663-663-100%$51.8K———
SouthState Bank Corp
N/A—662-662-100%$51.8K———
Heritage Wealth Advisors
N/A—652-652-100%$51.0K———
Colonial Trust Advisors
N/A—644-644-100%$50.4K———
Orion Capital Management LLC
N/A—619-619-100%$48.4K———
Security National Bank of Sioux City Iowa
N/A—613-613-100%$48.0K———
Kelly Lawrence W & Associates Inc
N/A—600-600-100%$46.9K———
CNB Bank
N/A—589-589-100%$46.1K———
E Fund Management (Hong Kong) Co., Ltd.
N/A—566-566-100%$44.3K———
Dunhill Financial, LLC
N/A—556-556-100%$43.5K———
WealthCollab, LLC
N/A—550-550-100%$43.0K———
Frazier Financial Advisors, LLC
N/A—540-540-100%$42.2K———
Kemnay Advisory Services Inc.
N/A—540-540-100%$42.2K———
Fourth Dimension Wealth, LLC
N/A—529-529-100%$41.4K———
Crewe Advisors LLC
N/A—523-523-100%$41.0K———
Chelsea Counsel Co
N/A—500-500-100%$39.5K———
Lavaca Capital LLC
N/A—500-500-100%$39.1K———
Steigerwald, Gordon & Koch Inc.
N/A—493-493-100%$38.6K———
TD Capital Management LLC
N/A—493-493-100%$38.6K———
Beaird Harris Wealth Management, LLC
N/A—480-480-100%$37.6K———
Allied Private Wealth LLC
N/A—453-453-100%$37.2K———
Nova Wealth Management, Inc.
N/A—449-449-100%$35.1K———
Peterson Wealth Management
N/A—445-445-100%$34.8K———
Community Bank, N.A.
N/A—427-427-100%$33.4K———
Core Capital Management & Research, inc.
N/A—418-418-100%$38.8K———
Medallion Wealth Advisors, LLC
N/A—415-415-100%$32.5K———
PIN OAK Investment Advisors Inc
N/A—411-411-100%$32———
Ramirez Asset Management, Inc.
N/A—400-400-100%$31.3K———
IAG Wealth Partners, LLC
N/A—389-389-100%$30.4K———
Keating Financial Advisory Services, Inc.
N/A—381-381-100%$29.8K———
Tripletail Wealth Management, LLC
N/A—347-347-100%$28.9K———
Delos Wealth Advisors, LLC
N/A—310-310-100%$24.3K———
Prosperity Bancshares Inc
N/A—308-308-100%$24.1K———
Elequin Capital, LP
N/A—307-307-100%$24.0K———
Richard W. Paul & Associates, LLC
N/A—295-295-100%$23.1K———
S&T Bank
N/A—287-287-100%$22.5K———
Raffa Wealth Management, LLC
N/A—283-283-100%$22.1K———
Meeder Asset Management Inc
N/A—275-275-100%$21.5K———
Lummis Asset Management, LP
N/A—253-253-100%$19.8K———
Basepoint Wealth LLC
N/A—247-247-100%$19.4K———
Fortis Group Advisors, LLC
N/A—245-245-100%$19.2K———
Centennial Bank
N/A—244-244-100%$19.1K———
Ross\johnson & Associates LLC
N/A—238-238-100%$18.6K———
Addison Advisors LLC
N/A—235-235-100%$18.4K———
Cornerstone Financial Management LLC
N/A—229-229-100%$17.9K———
Vision Retirement, LLC
N/A—221-221-100%$17.3K———
Mpwm Advisory Solutions, LLC
N/A—221-221-100%$17.3K———
Westfuller Advisors, LLC
N/A—206-206-100%$16.3K———
Mcguire Capital Advisors Inc
N/A—201-201-100%$15.7K———
Loomis Sayles & Co L P
N/A—200-200-100%$15.6K———
ESL Trust Services, LLC
N/A—200-200-100%$15.6K———
Graney & King, LLC
N/A—181-181-100%$14.1K———
BankPlus Trust Department
N/A—164-164-100%$12.8K———
Boreal Capital Management LLC
N/A—163-163-100%$12.9K———
Godfrey Financial Associates, Inc.
N/A—159-159-100%$12.4K———
1 North Wealth Services LLC
N/A—154-154-100%$12.0K———
Synergy Investment Management, LLC
N/A—152-152-100%$13.3K———
Imprint Wealth LLC
N/A—127-127-100%$9.9K———
Kilter Group LLC
N/A—124-124-100%$9.7K———
Atomic Invest LLC
N/A—115-115-100%$9.3K———
Penserra Capital Management LLC
N/A—114-114-100%$8———
Rialto Wealth Management, LLC
N/A—112-112-100%$8.8K———
Consultiva Wealth Management, Corp.
N/A—106-106-100%$8.3K———
Security National Bank of SO DAK
N/A—100-100-100%$7.8K———
Front Row Advisors LLC
N/A—100-100-100%$9.1K———
JPL Wealth Management, LLC
N/A—98-98-100%$7.7K———
Kerr Financial Planning Corp
N/A—98-98-100%$7.7K———
Hollencrest Capital Management
N/A—96-96-100%$7.5K———
1248 Management, LLC
N/A—94-94-100%$7.4K———
Darwin Wealth Management, LLC
N/A—90-90-100%$7.0K———
Tiaa Wealth Investment Management LLC
N/A—85-85-100%$6.7K———
Napier Financial, LLC
N/A—81-81-100%$6.3K———
Abound Financial, LLC
N/A—77-77-100%$6.0K———
BOK Financial Private Wealth, Inc.
N/A—68-68-100%$5.4K———
Bellevue Asset Management, LLC
N/A—55-55-100%$4.3K———
Groupe la Francaise
N/A—50-50-100%$3.6K———
Toews Corp
N/A—49-49-100%$3.8K———
Swan Capital LLC
N/A—29-29-100%$2.3K———
HFM Investment Advisors, LLC
N/A—29-29-100%$2.3K———
Oakmont Advisory Group, LLC
N/A—25-25-100%$1.9K———
N.E.W. Advisory Services LLC
N/A—25-25-100%$2.0K———
Harborfront Financial Group LLC
N/A—24-24-100%$1.9K———
1015 Capital Partners, LLC
N/A—21-21-100%$1.6K———
Highland Investment Advisors LLC
N/A—19-19-100%$1.5K———
Silicon Valley Capital Partners
N/A—15-15-100%$1.2K———
Cypress Capital Management LLC (WY)
N/A—11-11-100%$861———
Financial Gravity Companies, Inc.
N/A—10-10-100%$782———
Seneschal Advisors, LLC
N/A—9-9-100%$705———
Operose Advisors LLC
N/A—8-8-100%$626———
Caitlin John, LLC
N/A—8-8-100%$654———
Leo H. Evart, Inc.
N/A—2-2-100%$156———
Showing 2265 of 2265 institutions